“We have deep, lifelong client relationships. We’ve worked for most of our clients for so long that they are part of our family and we are part of theirs. We’ve lived through the ups and downs and ins and outs of each others' lives.
I think our clients recognize that what we all have here at Intelligent Capitalworks is extremely rare.”
Background
Jennifer Rossi is the Chief of Staff and Client Relationship Manager for Intelligent Capitalworks. She is a member of the Senior Leadership Team and a member of the firm’s Operating, Investment Management and Risk Committees.
Prior to joining the firm, Jennifer worked at the tax practice of Allen Nahrwold, CPA and the tax practice of Bernard & Stallman, CPAs as a tax preparer. Jennifer serves on the wealth management team for all client engagements.
Professional Accreditation
- Chartered Financial Consultant®
- Investment Advisor Core Compliance Certificate
Education
- Chartered Financial Consultant
American College - Bachelor of Science in Business Administration
University of Phoenix