Jennifer Brennan, CFP®, CTFA, ATFA

Experience

• 

  Interstate Distributor

  Jan 2006 - Jan 2010

  Performed credit analysis, reviewed customer contracts, co-designed Customer Service Database used by more than 26 members of Sales and Credit departments. Created EDI database to manage electronic relationships with customers. Managed 135 accounts, pilot tested new collection tool that allowed hundreds of invoices to be followed up on simultaneously, improving collections efficiency.

  • Credit Specialist

    Jan 2008 - Jan 2010

  • Collection Specialist

    Jan 2006 - Jan 2008
• 

  Fiduciary Counselling, Inc.

  Feb 2010 - Jul 2014

  Managed client cash flow levels, prepared materials for financial planning meetings, coordinated with multiple departments the preparation and publication of quarterly reports for all clients; initial participant in pilot program to rejuvenate formal cross training. Prepared checks and wires, reconciled statements, covered both Accounting Clerk and Financial Accountant (FA) duties for approximately 175 accounts, freeing the FA to participate in the new software transition process.

  • Client Specialist

    Jan 2011 - Jul 2014

  • Accounting Clerk

    Feb 2010 - Jan 2011
• 

  Fiduciary Counselling, Inc

  Aug 2014 - Jan 2018

  Accounting Analyst

  Maintained accurate and timely client accounting records. Recorded real estate transactions, facilitated securities transfers, reconciled holdings, calculated collateral requirements. Actively participated in company-wide projects including the selection and implementation of our new document management system; the recreation of stock transfer workflows in our new CRM system; and the annual regression testing of our accounting software, ATWeb.

• 

  Fiduciary Counselling, Inc.

  Jan 2018 - Jan 2023

  Trust Administrator

  Managed the trust distribution process ensuring that funds were dispersed in a timely and efficient manner and that all payout requirements were met. Ensured accuracy and completeness of FCI records by meticulously onboarding new trusts, documenting trustee decisions, maintaining physical files, performing account reviews, and holistically auditing individual datapoints across the entire trust system. Enhanced trustee engagement through proactive, clear and effective communication and by conducting trustee meetings. Show less

• 

  Fiduciary Counselling Inc

  Jan 2023 - now

  Trust Administration Manager

  Provide leadership and management for the Trust Administration Team, coordinating the administration of 1,000 irrevocable trusts. Work collaboratively with other departments to achieve a fully integrated service delivery platform.