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Jennifer Enstad CFA

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Email: ****e@tpfg.com
Location: Bellevue, Washington, United States
Current employer:
The Pacific Financial Group, Inc.
Current title:
Chief Investment Officer
Last updated: 22/05/2023 01:44 AM
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About

Jennifer Enstad CFA is from Bellevue, Washington, United States. Jennifer is currently Chief Investment Officer at The Pacific Financial Group, Inc., located in Bellevue, Washington, United States. In Jennifer's previous role as a Portfolio Manager & Senior Portfolio Manager at The Pacific Financial Group, Inc., Jennifer worked in until Jan 2018. Prior to joining The Pacific Financial Group, Inc., Jennifer was a Financial Analyst & Assistant Portfolio Manager at The Pacific Financial Group, Inc. and held the position of Financial Analyst & Assistant Portfolio Manager.

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Jennifer Enstad CFA's current jobs
Company: The Pacific Financial Group, Inc.
Title: Chief Investment Officer
Period: Jan 2018 - Present (7 years, 11 months)
Location: Bellevue, Washington, United States

Provide oversight of all investment models and proprietary mutual funds, establish efficient investment processes, present performance evaluations to the Investment Committee and the mutual fund Board of Trustees, implement and communicate allocation changes, provide oral and written performance and market updates to several hundred advisors on a quarterly basis.

Jennifer Enstad CFA's past jobs
Company: The Pacific Financial Group, Inc.
Title: Portfolio Manager & Senior Portfolio Manager
Period: Jan 2006 - Jan 2018 (12 years)
Company: The Pacific Financial Group, Inc.
Title: Financial Analyst & Assistant Portfolio Manager
Period: Jan 2002 - Jan 2006 (4 years)
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