Jenna Allen is an Operations Specialist at Focus Forward, where she supports RIAs and financial advisors with operational workflows, platform transitions, new account openings, account transfers, and cross-functional projects to create a seamless experience for both advisors and their clients.

With 12 years of experience in financial services and investment operations, Jenna specializes in trading support, client onboarding, account transfers, platform transitions, reconciliation analysis, process improvement, and client service. Her attention to detail, problem-solving skills, and commitment to operational excellence enable her to deliver efficient, high-quality results while supporting both clients and colleagues.

Jenna strongly values Authenticity, which is reflected in the trust she builds through transparent, genuine communication. She strives to bring integrity, consistency, and a client-first mindset to every interaction.

Jenna's favorite part about working at Focus Forward is the collaborative and supportive culture. She enjoys being part of a team that values authenticity, encourages professional growth, and works together to create exceptional experiences for clients.