Jenny RobertsonDIRECTOR OF OPERATIONS
Jenny Robertson joined the team in 2006. Serving as Director of Operations of United Capital, she is responsible for the overall quality of client data, trading and firm-wide processes. She provides operational oversight for the completion of new business, investment repositioning and trading activity to ensure that our clients receive an exceptional and seamless service experience through the efficient and accurate recording of client account activities. Jenny's experience in the financial services industry encompasses a variety of roles, including serving clients as an Investment Adviser for several years and as Director of Operations and Trading.
Jenny earned her Bachelor of Science at the University of Tennessee in Knoxville and has held several industry licenses including Life and Health Insurance. Outside the office, Jenny and her husband, Robbie, enjoy supporting their two fabulous children in their various activities, volunteering at their school and camping.