Director of Operations, Strategies for Wealth
Jennifer Long of Strategies for Wealth, our parent firm, works collaboratively with Cornerstone. Jennifer has over 20 years of experience in the Financial Services Industry, spanning Sales, Administration, Compliance and Operations. Her experience helps our Financial Professionals operate at maximum efficiency when handling the back-office, systems and operations tasks required to maintain the highest-level client experience.
Jennifer joined Strategies for Wealth in 2013 after spending 10 years with David Lerner Associates. She graduated from Siena College, NY with a BA degree in Psychology and was a school teacher prior to transitioning into the financial arena.
Jennifer’s two-year old son is her pride and joy and she is thoroughly enjoying her role as a parent. Jen is artistic and enjoys painting, attending social paint classes and events.