Biography

Jennifer Folgia
Operations Manager

 

Current Responsibilities
Jennifer serves as the firm’s Operations Manager. She is responsible for daily operations within the firm; her duties include maintaining continuous contact among clients, money managers, and custodians to coordinate and maintain consistent and reliable communication regarding client data and information, and to resolve any reporting problems or errors. Jennifer also serves as Executive Assistant to the firm’s chairman and CEO, Vince Lowry.

Professional Experience
In 1994, Jennifer joined Smith Barney where she served both as a New Accounts Coordinator and Wire Operator. Jennifer was responsible for order entry within the branch’s operation before becoming a Client Service Assistant within the retail sector in 1996. In 2002, she joined Vince Lowry and his consulting group within Smith Barney, and became part of VTL Associates from its inception in November, 2004.

 

 

 
 

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