Jen Rooth Email & Phone Number | Experienced financial services operations manager with extensive years of experience in Fund Operations and Client Services within the Mutual Fund and REIT industry. Proven success in managing and leading Fund Operations departments, improving efficiencies and services while mitigating risks. Specialties: Client Services & Support Transfer Agent Operations/Transaction Processing Management Domestic & Offshore Operations Fund Family Mergers Fund Mergers New Products Output Management Investor Form Management Vendor Relationship Management

Jen Rooth

Experienced financial services operations manager with extensive years of experience in Fund Operati...
Seattle, Washington, United States

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Jen Rooth’s Email jen.rooth@cnl.com

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Jen Rooth’s Location Seattle, Washington, United States

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Jen Rooth’s Prior Industry Cnl | Mfs Investment Management | John Hancock Financial Services

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Client Services

2011-01-01 00:00:00 - 2012-06-01 00:00:00

International Operations Manager

2005-09-01 00:00:00 - 2008-04-01 00:00:00

Broker Sevices & Insurance Services

1998-01-01 00:00:00 - 2000-01-01 00:00:00

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Jen Rooth is a Experienced financial services operations manager with extensive years of experience in Fund Operations and Client Services within the Mutual Fund and REIT industry. Proven success in managing and leading Fund Operations departments, improving efficiencies and services while mitigating risks. Specialties: Client Services & Support Transfer Agent Operations/Transaction Processing Management Domestic & Offshore Operations Fund Family Mergers Fund Mergers New Products Output Management Investor Form Management Vendor Relationship Management