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Jennifer Kirksey

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Jennifer Kirksey

Deputy Chief Operating Officer | Tolleson Wealth Management

Dallas, Texas, United States

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Jennifer Kirksey

Summary

Jennifer Kirksey is a seasoned leader in the wealth management sector, currently serving as the Deputy COO at Tolleson Wealth Management. With over 20 years of experience, she has risen through the ranks from a Performance Reporting Analyst to her current executive role, showcasing her strong analytical and operational skills. Jennifer is recognized for her contributions to the industry, receiving the 'Women in Wealth Technology' award in 2022. She holds an MBA from Southern Methodist University and is actively involved in various nonprofit organizations, reflecting her commitment to community service. In her role, she oversees crucial teams focused on client reporting and financial operations, ensuring high standards of service delivery. Her technical expertise spans financial technology and data analytics, positioning her as a thought leader in alternative investments. Jennifer balances her professional life with her family, living in Dallas with her husband and two sons.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Non-Profit Experience

Jennifer Kirksey

Work Experience

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Deputy Chief Operating Officer at

Tolleson Wealth Management

July 2023 - Present

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Managing Director, Client Bookkeeping Services & Wealth Operations at

Tolleson Wealth Management

January 2018 - July 2023

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Director, Client Bookkeeping & Wealth Operations at

Tolleson Wealth Management

July 2013 - January 2018

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Manager, Client & Investment Operations at

Tolleson Wealth Management

July 2011 - July 2013

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Senior Investment Analyst at

Tolleson Wealth Management

July 2007 - July 2011

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Investment Analyst at

Tolleson Wealth Management

July 2005 - July 2007

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Performance Reporting Analyst at

Tolleson Wealth Management

July 2003 - July 2005

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Intern for VP at

Morgan Stanley

January 2001 - June 2003

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Jennifer Kirksey

Education

Southern Methodist University, Master Of Business Administration - Mba

January 2021 - January 2023

Southern Methodist University, Bba

January 1999 - January 2003

Frequently Asked Questions about Jennifer Kirksey

What is Jennifer Kirksey email address?

Jennifer Kirksey's primary email address is ********@tollesonwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jennifer Kirksey work for?

Jennifer Kirksey is a Deputy Chief Operating Officer at Tolleson Wealth Management, a company specializing in Monetary Authorities-Central Bank.

Where Jennifer Kirksey graduated from?

Jennifer Kirksey holds a degree in from Southern Methodist University.

How can I directly contact Jennifer Kirksey?

To contact Jennifer Kirksey directly, you can use the email address ********@tollesonwealth.com. Complete contact information is available upon registration with Muraena.

Who is Jennifer Kirksey?

Jennifer Kirksey is a seasoned leader in the wealth management sector, currently serving as the Deputy COO at Tolleson Wealth Management. With over 20 years of experience, she has risen through the ranks from a Performance Reporting Analyst to her current executive role, showcasing her strong analytical and operational skills. Jennifer is recognized for her contributions to the industry, receiving the 'Women in Wealth Technology' award in 2022. She holds an MBA from Southern Methodist University and is actively involved in various nonprofit organizations, reflecting her commitment to community service. In her role, she oversees crucial teams focused on client reporting and financial operations, ensuring high standards of service delivery. Her technical expertise spans financial technology and data analytics, positioning her as a thought leader in alternative investments. Jennifer balances her professional life with her family, living in Dallas with her husband and two sons.

Jennifer`s contact details

mail

********@tollesonwealth.com

Colleagues

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Cfp Owen Smith

Deputy Chief Technology Officer

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Greg Hall

Managing Director

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Tim Stobaugh Cfa

Managing Director & Portfolio Strategist, Client Advisory Team

Joyce Worthington

Senior Vice President

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Keith Salmon

Vp, Regulatory Compliance Manager

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Carter Tolleson

Chief Executive Officer

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Christine Finn

Chief Fiduciary Officer

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Jeffrey Dunn Cfp

Managing Director

Jennifer Normile

Senior Vice President, Private Banking

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Tracey Reyes

Senior Vice President and Managing Director, Private Trust

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