Jen Terrell

Jen Terrell is pioneering a new role on the Breckenridge Team at Moneta as a Client Service Administrator. She is responsible for completing back-office tasks so that the Partners, Advisors, and Client Service Managers can focus more on their clients. She tackles any tasks thrown her way as she helps discover how to optimize this new position to best serve her team.

Jen joined Moneta in 2021 after working in another industry for many years because she was ready to take on a new challenge where she could learn and grow alongside a dynamic team.