Jenna Bloomgarden joined Summit Financial as a Director of Marketing and Advisor Development, in 2020.
Previously Jenna had been with Dynasty Financial Partners most recently as a Vice President, Relationship Management supporting multiple independent advisory firm clients. Prior to Dynasty, Jenna worked at Morgan Stanley’s Graystone Consulting in client service for their institutional business. Jenna has spent the majority of her career working with advisors on marketing initiatives to create effective messaging and brand positioning for current and prospective clients as well as the broader marketplace. Jenna also has extensive experience with practice development and business planning, helping advisors to enhance team processes and increase effectiveness.
Jenna has a Bachelor of Science in Business Management from Cornell University and a Master of Business Administration with a dual major in Finance and Strategic Management from The Wharton School, University of Pennsylvania.
Jenna lives in Chappaqua, NY with her husband and three children.