Jen is COO and Compliance Supervisor for PIM. In this capacity, she oversees the day-to-day operational functions of the firm, while maintaining responsibility for all administrative client service matters, including general client support, document management and processing, trouble-shooting and problem solving with institutional custodians and general office management. She also supports the Chief Compliance Officer with matters of firm compliance.
“A big part of my job is facilitating the execution of advisor recommendations and client requests. More than any other aspect of my job, I enjoy interacting with our clients and helping to make these transactions as easy and stress-free as possible for them.”
Jen joined PIM in 2014. She has a Bachelor of Arts degree in English Literature with a minor in Biological Anthropology from the State University of New York at Binghamton.
Jen and her husband Rob have a new baby daughter, Eleanor. They have lived in Redmond since 2014. In additional to being a new mom, Jen’s interests include biking, fitness classes and exploring the Northwest.