Manager of Client Services
Jenna provides operations support at Pacific Wealth Management®, including processing account transactions, analyzing and refining operational processes, providing business management support, and assisting in client service. Jenna entered the investment industry in 2006 as an operations specialist at an independent broker/dealer firm before joining Pacific Wealth Management. Jenna earned a bachelor’s degree in political science from San Diego State University, and a paralegal certification from University of San Diego. Jenna is committed to providing seamless operational support to ensure that clients receive exceptional service.