Jennifer Mejia

Woodbury, New York, United States

358 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