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Your Team

Jen Boling

Operations Manager

Jen has over 20 years of Operation and Compliance Manager experience in the financial service industry. Her background consists of working with a high-volume Registered Investment Advisor who managed 700 individual client accounts, a hedge fund, and a CPA/ Financial Planning firm. She brings extensive back office knowledge in operational processes and procedures, equity trading, and SEC compliance. Staying abreast of industry and regulatory changes and adapting the firm’s operations accordingly provides a natural link between her compliance responsibilities and her role as Operations Manager. She has helped improve the firm’s business performance by reducing the gap between strategy and execution.  Wearing multiple hats and interfacing with all firm’s departments, she maintains an understanding of the firm’s needs from multiple perspectives, and energizes those around her to improve critical business processes.

Jen received her Bachelor of Science degree in Business Administration from Cardinal Stritch University, in Milwaukee Wisconsin in 2002 graduating Cum Laude. Away from work she finds joy spending time with her family, bleeding green and gold as she cheers on her beloved Green Bay Packers, and having new adventures through travel.

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