Jennifer Pena
About Jennifer Pena
Jennifer Pena is a District Leader at Primerica, where she has worked since 2013. She has a background in finance, having held various positions at firms such as UBS Wealth Management and Credit Suisse.
Work at Primerica
Jennifer Pena has been employed at Primerica as a District Leader since 2013. In this role, she oversees operations and drives business growth within her district in New York. Her responsibilities include managing teams, developing strategies for client engagement, and ensuring compliance with industry regulations. With over a decade of experience at Primerica, she has contributed to the company's mission of providing financial education and services to families.
Previous Experience in Finance
Prior to her current role, Jennifer Pena held several positions in the finance sector. She worked at UBS Wealth Management as an Associate Director in Cash and Liquidity Management from 2010 to 2012. Before that, she served as a Treasury Integration Analyst at G.E. Capital for one year in 1999 to 2000. Additionally, she worked at G.E. Asset Management as an International Trade Specialist from 1998 to 1999 and spent nine years at Credit Suisse as Vice President of Global Network Management from 2001 to 2010.
Education and Expertise
Jennifer Pena has a solid educational background in business. She earned a Bachelor of Business Administration (BBA) from Fordham University, where she studied from 1988 to 1994. Additionally, she has pursued further education at New York University, obtaining a Certificate since 2009. Her academic credentials complement her extensive experience in the financial services industry.
High School Education
Jennifer Pena completed her high school education at Murry Bergtraum High School. This foundational education set the stage for her subsequent academic and professional achievements in the finance sector.