Jenny Watt has dedicated her career in the financial services industry focusing on investment management and banking. Prior to joining the team as a Client Service Associate, she supported employee and client communications, marketing, and product development. Jenny enjoys partnering with financial advisors and helping clients succeed financially.
Jenny grew up in Los Angeles, graduated with a bachelor’s degree from UCLA, and now calls the Bay Area her home. In her free time, she enjoys hiking and biking local trails, as well as exploring international destinations.