Experience

Jennifer joins us from HSBC Bank, where she was a Premium Banker & Mutual Fund Advisor in their main branch here in Toronto.

She has earned a Bachelor's Degree in Commerce at McGill University, has completed all 3 levels of the CFA exam and is enrolled in Part 2 of the Financial Risk Manager program.

Key Responsibilities

Jennifer will play a key role in the BD team, responsible for the professional administration and support of sales-related activities for Cortland’s Institutional and Retail business, service existing clients and helping generate new business within both channels.