Jenni Friedman is a seasoned professional in the financial services industry, currently serving as Vice President of Client Service at Mesirow Financial since July 2020. Previously, Jenni held the position of Retirement Plan Consultant and Account Manager at USI Insurance Services, where responsibilities included consulting on complex retirement plan issues and ensuring client satisfaction. During tenure at Principal Financial Group, Jenni progressed through various roles including Relationship Manager, Investment and Product Solution Specialist, Client Service Associate, and Bilingual Individual Investor Specialist, focusing on 401(k) services, fiduciary guidance, and client education. Jenni holds an MBA with an emphasis in Human Resources from Drake University and a Bachelor of Arts in Spanish from the University of Iowa, complemented by minors in History and Latin American Studies.
July, 2020 - present
Vice President, Client Services at InVision Communications
Vice President, Client Service Strategy at Goldman Sachs
Vice President, Client Service Leader at Fidelity
Associate Vice President - Client Services, Retail, CPG And Logistics at Infosys
Vice President Client Services at IQ PARTNERS
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