CLIENT PORTAL

Jennifer Yaeger

COMPLIANCE & FINANCE OFFICER

As a member of Wakefield’s senior management team Jenny is responsible for financial management, operations, portfolio accounting, regulatory compliance, and internal controls. She recently implemented Global Investment Performance Standards firm wide, an external verification of our strategy performance results.

  • Prior to joining Wakefield, Jenny had her own accounting firm where she provided finance and accounting expertise to small businesses. Prior to that she was with the ING Group, Security Life where she held numerous positions including Manager of Internal Audit, Manager of SEC Reporting, Manager of Financial Analysis, and eventually operating as the Director of Financial Analysis. Prior to ING, she was a senior accountant with Ernst and Young.
  • 27 years of Accounting, Finance, and Investment Experience.
  • B.S. in business administration from Colorado State University.
  • Certified Public Accountant since 1989.
  • Jenny volunteers in the community for numerous charities as a member of the Rocky Mountain Chapter of the National Charity League and serves on the Financial Literacy Committee of the Colorado Society of CPAs.
NEXT TEAM MEMBER

Jennifer Yaeger

COMPLIANCE & FINANCE OFFICER

As a member of Wakefield’s senior management team Jenny is responsible for financial management, operations, portfolio accounting, regulatory compliance, and internal controls. She recently implemented Global Investment Performance Standards firm wide, an external verification of our strategy performance results.

  • Prior to joining Wakefield, Jenny had her own accounting firm where she provided finance and accounting expertise to small businesses. Prior to that she was with the ING Group, Security Life where she held numerous positions including Manager of Internal Audit, Manager of SEC Reporting, Manager of Financial Analysis, and eventually operating as the Director of Financial Analysis. Prior to ING, she was a senior accountant with Ernst and Young.
  • 27 years of Accounting, Finance, and Investment Experience.
  • B.S. in business administration from Colorado State University.
  • Certified Public Accountant since 1989.
  • Jenny volunteers in the community for numerous charities as a member of the Rocky Mountain Chapter of the National Charity League and serves on the Financial Literacy Committee of the Colorado Society of CPAs.
NEXT TEAM MEMBER

WAKEFIELD WEALTH MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com