Jenifer Harvey is a seasoned professional in client relations with extensive experience in the financial services industry. Currently serving as a Senior Client Associate at Bailard, Inc. since July 2023, Jenifer has previously worked as a Client Service Associate at Polaris Wealth Advisory Group and held various roles including Client Coordinator at Equius Partners, Inc. and Client Service Specialist at EQIS - Reinventing Wealth Management. Jenifer began their career as a Client Relationship Manager at Taddei Ludwig and Associates, Inc. and has accumulated experience across several organizations, including administrative roles at First American Title and Sonoma National Bank. Jenifer holds a Bachelor’s Degree in English Literature with a Minor in Women's Studies from Sonoma State University.
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