With client service at the forefront of all CornerCap employees’ minds, Jennifer’s role is 100% dedicated to leading client service initiatives – a job where her personal metric is to exceed expectations for clients on a daily basis. Comprehensive client support can mean anything from researching a custom account inquiry to facilitating the opening of a new account, transferring funds on behalf of a client or distributing assets within a family relationship. Jennifer is particularly adept at facilitating client requests thanks to her in-depth industry knowledge and nearly two decades of investment services experience, including time as a relationship specialist at Charles Schwab – one of the institutions that custodies assets for CornerCap clients.
Education and Accreditation
Is a recession coming? We are getting that question a lot now because there are conflicting signals. An article[1] in last week’s Wall Street Journal
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At CornerCap, we strive to embody our Life Appreciates philosophy in everything we do, from helping our clients build and preserve wealth to aligning our
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CornerCap builds a wealth management plan around your story. Through thoughtful discovery and independent discipline, we work to help your assets and life appreciate together.
