Jen Stevens is focused on client management and vendor relationships. She leads client relationships and provides compliance support to clients, assisting in all phases of plan design and administration. During retirement plan transition projects for clients, she assists with communications and project management. Additionally, she creates and edits investment reviews for distribution to plan sponsor investment committees.
Jen has over ten years of experience in the financial services industry. Prior to joining Cammack Retirement Group, she worked as a senior client account manager involved with the daily pricing of mutual funds at one the oldest and largest private banks in the U.S. Jen received her Bachelor of Arts degree from Holy Cross and her Masters of Business Administration from Boston College's Carroll School of Management.
- Securities and investment licenses: Series 6, 63 and 65
- Massachusetts Life and Health Licenses
- Member of MOMS Club, conducting fund raisers for MOMS Club Camp Scholarship Fund and helping children in need through events benefiting other local charities (Easton Food Pantry, DJ Dream Fund, School on Wheels, and more)