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Jen Steele

Senior Billing Specialist at Beacon Pointe

Jen is a member of the Finance & Accounting Department at Beacon Pointe Advisors. She is responsible for account audits, revenue reporting, and client billing across all Beacon Pointe offices located throughout the country. Prior to joining Beacon Pointe, Jen worked as an analyst in the health insurance industry before transitioning to accounting roles in tech startups and waste management. Outside of the office, Jen enjoys volunteering, going to concerts, watching football and spending time with friends and family.

Timeline

  • Senior Billing Specialist

    Current role

  • Associate Wealth Advisor

  • Billing Specialist