Jennifer Mejia

Jennifer mejia

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location of Jennifer MejiaWoodbury, New York, United States
Followers of Jennifer Mejia358 followers
  • Timeline

  • About me

    Chief Operating Officer at Heritage Strategies LLC

  • Education

    • State university of new york college at cortland

      1991 - 1995
      Bachelor of arts - ba psychology
  • Experience

    • Painewebber

      Nov 1997 - Aug 2003
      • Registered Client Service Associate

        Jan 2000 - Aug 2003
      • Branch Service Associate

        Nov 1997 - Jan 2000
    • Ubs

      Aug 2003 - Sept 2014
      • Director - Complex Administrative Manager

        Jun 2012 - Sept 2014
      • Director - Assistant Branch Manager

        Jul 2011 - Jun 2012
      • Director - Soundview Regional Administrative Officer

        Jul 2009 - Jul 2011
      • Associate Director - Market Area Administrative Officer

        Jan 2008 - Jul 2009
      • Associate Director - Branch Administrative Manager

        Nov 2006 - Jan 2008
      • Branch Operations Manager

        Dec 2004 - Nov 2006
      • Assistant Branch Operations Manager

        Aug 2003 - Dec 2004
    • Morgan stanley

      Sept 2014 - Dec 2020
      • Vice President - Complex Business Service Offier

        Jun 2019 - Dec 2020
      • Vice President - Business Service Manager

        Sept 2014 - Jun 2019
    • Heritage strategies llc

      Jan 2021 - now
      Chief operating officer
  • Licenses & Certifications

    • Finra series 3

      Finra
    • Finra series 10

      Finra
    • Finra series 9

      Finra
    • Nys life, variable annuity, variable life, health & long term care license

      Nys association of insurance & financial advisors, inc.
    • Finra series 66

      Finra
    • Finra series 7

      Finra