Jennifer Volchik, CRPC™

Jennifer volchik, crpc™

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  • Timeline

  • About me

    Assistant Vice President, Wealth Management Associate

  • Education

    • Marlboro high school

      1994 - 1998
      High school
    • Marlboro high school

      1994 - 1998
      High school
    • Rutgers university

      1998 - 1999
    • Rutgers university

      1998 - 1999
  • Experience

    • Morgan stanley dean witter

      Apr 2000 - Aug 2004
      • Registered Client Service Associate

        Apr 2000 - Aug 2004
      • Registered Client Service Associate

        Apr 2000 - Aug 2004
    • Ubs financial services inc

      Aug 2004 - Feb 2006
      • Investment Associate

        Aug 2004 - Feb 2006
      • Investment Associate

        Aug 2004 - Feb 2006
    • Merrill lynch wealth management

      Mar 2006 - May 2014
      • Sr Registered Client Associate

        Mar 2006 - May 2014
      • Sr Registered Client Associate

        Mar 2006 - May 2014
    • Morgan stanley

      Jun 2014 - Dec 2014
      • Registered Associate

        Jun 2014 - Dec 2014
      • Registered Associate

        Jun 2014 - Dec 2014
    • Merrill lynch wealth management

      Dec 2014 - now
      • Wealth Management Associate, Assistant Vice President

        Dec 2014 - now
      • Wealth Management Associate, Assistant Vice President

        Dec 2014 - now
  • Licenses & Certifications

    • Chartered retirement planning counselor

      College for financial planning
      Nov 2007
    • Chartered retirement planning counselor

      College for financial planning
      Nov 2007