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Receptionist | Adminsitrative Support

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ABOUT JENNIFER

Before joining OMNI 360 Advisors, Jennifer worked as a Professional Administrative Assistant for 23 years in a large educational company, wherein she acted as a Meeting Planner and support for Executives within the company.

A BRIEF HISTORY

Jennifer joined Omni 360 Advisors in July 2024 as our Administrative Assistant for our customer service department. Jennifer has many roles at the firm including supporting the team for admin work and assisting to provide a knowledgeable, friendly, and positive service for all OMNI 360 Advisors’ clients.

When not working, Jennifer enjoys spending time with her husband, four children, friends, and her two dogs. She enjoys traveling, the Jersey Shore, cooking, golfing, and reading.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Jennifer is engaged, or continues to be engaged, to provide investment advisory services.
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<p>The post Holiday Visits Are the Perfect Time to Check In on Retired Parents—Here’s What to Look For first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Understanding How Annuities Are Taxed: What Retirees and Legacy Planners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Investing Across Generations: What We Can Learn from Baby Boomers to Gen Z first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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