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.
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.
WAKEFIELD WEALTH MANAGEMENT
7887 East Belleview Avenue Suite 800
Englewood, CO 80111
(303) 771-0630