Jennifer B.

Jennifer B. has a diverse work experience in the finance industry. Jennifer currently holds the position of Investments and Insurance Assistant Program Manager at Capital Credit Union, a role they began in December 2022. Prior to this, Jennifer worked at Community First Credit Union as a Community First Financial Advisor from August 2014 to December 2022.

Jennifer's earlier positions include their role as an Investment Center Sales and Service Coordinator at FirstMerit Bank from May 2007 to August 2014. Before that, they worked as a Personal Banker at Chase from May 2006 to February 2007 and at Associated Bank from January 2004 to May 2006.

Jennifer B. completed an Associate of Science (AS) degree in Business Administration and Management, General at Fox Valley Technical College. Jennifer also attended Harvard Extension School in 2017 to study Business Administration and Management, General, but did not obtain a degree. In addition to their formal education, Jennifer obtained various certifications, including Certified Wisconsin Credit Union Leader from The Wisconsin Credit Union League in July 2022, Lean Six Sigma White Belt Certification from the Management & Strategy Institute in 2016, and Series 6/7/63/65 from Finra in 2006. Jennifer also has Wisconsin Insurance Licensing in Variable Life, Life, Accident and Health, Disability, and Credit Life from the State of Wisconsin in 2005.