As a wealth management analyst, Jenna Oriani extends broad-based support to several departments across the firm, including wealth planning and asset management, as well as advisors serving clients across the wealth continuum.

As part of Sequoia’s competitive, in-depth rotational training program, Jenna is introduced to critical service areas that support the delivery of an integrated wealth management experience. She contributes to a high-quality client experience by gathering data and completing the related analysis, preparing materials to communicate market conditions and investment news, and participating in client meetings to support the completion and communication of agreed-upon strategies.

Prior to joining Sequoia Financial Group, Jenna was an intern at a Cleveland-based RIA. It is in this role that Jenna honed her attention to detail and communication skills.