Jen Stevens is focused on client management and vendor relationships. She leads client relationships and provides support to clients in all aspects of the due diligence process, including plan design, administration, investment analysis, compliance, regulatory and process changes. During retirement plan transition projects for clients, she assists with communications and project management.
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 at one the oldest and largest private banks in the U.S. Jen received her Bachelor of Arts degree from the College of the Holy Cross and went on to receive her Master 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
PRESENTATIONS AND PUBLICATIONS
- Named a 2017 Rising Star by the New England Employee Benefits Council (NEEBC)
- Member of the Easton MOMS Club, conducting fundraisers 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)