
As a Senior Registered Client Service Associate at Seventy2 Capital, Jane is dedicated to cultivating and maintaining strong client relationships. Her goal is to ensure that clients feel as comfortable with her as they do with their financial advisor. She works closely with her financial advisors to be a supportive partner in identifying ways to enhance the client’s experience, among other initiatives.
Prior to joining Seventy2 Capital, Jane has over 36 years of experience in financial services at firms including Wells Fargo Advisors as an Administrative Assistant and Senior Registered Client Associate, and Morgan Stanley in the mortgage division. Jane received her B.S. degree in Business from Kean College, as well as her AAS degree in Marketing from Middlesex County College. Jane has also earned multiple designations for her work and dedication to clients, including the FINRA Series 7, 9, 10, and 66 registrations.
Outside of work, Jane enjoys hiking in the White Mountains of New Hampshire with her husband George, climbing as many peaks as they can.
Location: Red Bank
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