Jennifer Gregory

Senior Customer Success Manager at ActiveProspect

Jennifer Gregory has extensive work experience in various roles and industries. Jennifer is currently employed as a Senior Customer Success Manager at ActiveProspect. Prior to this, they worked at Omeda for 14 years, starting as an Account Manager, Client Services and progressing to the role of Senior Account Manager, Client Services. Jennifer then transitioned to the role of Client Success Manager before joining ActiveProspect.

Before their time at Omeda, Jennifer worked as a Financial Advisor at Edward Jones, where they developed and maintained client relationships, provided personalized investment solutions, and built the Edward Jones branch in their local community.

Jennifer also has experience outside of the financial industry. Jennifer worked at the Arthritis Foundation as the Director of Finance for three years. Additionally, they spent several years at Omeda in roles such as Project Manager, System Development and Account Manager, Client Services.

Earlier in their career, Jennifer gained experience as an Internal Auditor/Staff Accountant at Culligan International Company.

Overall, Jennifer Gregory has a diverse work background with a focus on client success, account management, and finance-related roles.

Jennifer Gregory has a diverse education history. Jennifer obtained their Master of Business Administration (MBA) from Keller Graduate School of Management of DeVry University, where they studied from 1995 to 1999. Prior to that, from 1990 to 1994, they attended Illinois State University and earned a Bachelor of Science (BS) degree, majoring in Accounting.

In addition to their academic achievements, Jennifer pursued further education in the field of Computer Information Systems. Jennifer completed an Associate in Applied Science degree at College of Lake County from 2001 to 2002.

Jennifer Gregory also holds various certifications. In 2014, they obtained the Series 7 certification from the Financial Industry Regulatory Authority (FINRA). This certification indicates their expertise in the financial industry. Additionally, they obtained the Series 66 certification from FINRA in the same year.

Overall, Jennifer Gregory's education history reveals a strong foundation in business administration, accounting, and computer information systems, complemented by certifications demonstrating their proficiency in the financial industry.

Location

Cumming, United States

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ActiveProspect

4 followers

We give you the insight and control to take action on your leads. Filter unwanted leads, document consent for TCPA compliance & improve conversion rates.


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51-200

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