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Jennifer Schwartz

Investment Operations Associate at Ballentine Partners, LLC

Jennifer Schwartz, CPC has over a decade of experience in finance and workforce development. Jennifer currently serves as an Investment Operations Associate at Ballentine Partners, LLC, a wealth management firm. Prior to that, Jennifer worked as a Jr. Accountant & Payroll Manager at William J. Krause CPA, P.C. and as Director of Finance at Future Generations, Inc. Jennifer also has a background in library science and economics, holding degrees from Rutgers University and Vanderbilt University.

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Timeline

  • Investment Operations Associate

    June, 2014 - present