Jenni Friedman

Jenni Friedman is the VP of Retirement Advisory Services at Mesirow Financial. Jenni has over 20 years of experience in the financial services industry.

Jenni started their career at USI Insurance Services in September 2018 as a Retirement Plan Consultant & Account Manager. In this role, Jenni was responsible for consulting with clients on complex issues such as plan design, compliance, product developments, special projects, fees, etc. Jenni was also responsible for the overall relationship management with the main focus on client satisfaction and retention.

In June 2020, Jenni joined Mesirow Financial as the VP of Retirement Advisory Services. In this role, Jenni is responsible for overseeing the retirement planning process for clients, including investment selection, asset allocation, and distribution planning. Jenni also works closely with clients to ensure that their retirement goals are on track.

Jenni has a Series 6, Series 63, and Series 65 securities license and is a member of FINRA/SIPC.

Jenni Friedman has a Master of Business Administration (MBA) from Drake University with an emphasis in human resources. Jenni also has a BA in Spanish from the University of Iowa with minors in history and Latin American studies.

They are on a team with Charlotta L. Jonsson - AVP, Operations, Retirement Advisory Services, Phillip Kosmala - Co-Founder, Taiber Kosmala & Associates, and Barbara L. Arquilla - SVP, Client Services, Retirement Advisory Services. Jenni Friedman reports to David Dermenjian, President, Senior MD, Retirement Advisory Services. Some individuals on their team include Christopher J. Pohlman - Senior MD, Retirement Advisory Services, Vincent Allegra - Senior MD, Retirement Advisory Services, and Tom Panoplos - Senior MD, Retirement Advisory Services.