Jennifer has been with Carneros Capital Management since its inception in 2008. Prior to that she worked with Jim Alexander at Edward Jones where she was a limited partner Senior Branch Office Administrator for 13 years. She also worked in the banking industry for 20 years as an Operations Manager.
Jennifer is our clients' first point of contact for all things administrative. She ensures account opening and maintenance paperwork is complete, provides cost basis research, works with annuity companies on our clients’ behalf, and handles the contributions & distribution of cash.