jena-glownia240 Jena Glownia Family Office Specialist 804.521.6020 vCard

For nearly 10 years, Jena has worked in various areas of the financial services industry. At Oyster, Jena’s responsibilities have expanded to provide support for a small family office within the Private Clients Group. Jena manages her client’s personal & business affairs, as well as complex trusts and company structures. Prior to joining Oyster, she worked in the Trust Department at M&T Bank, with a focus on operational compliance. In this role, she was responsible for the daily reconciliation of various trust accounts, budgeting, and occasionally auditing the trust department’s inventory.

Expertise

  • Interacts daily with a worldwide network of financial consultants, advisors, estate/tax lawyers, accountants, and trustees on behalf of family offices
  • Maintains accurate records of investments as well as the movement of funds through various brokerage accounts
  • Prepares financial statements for multiple entities
  • Processes and pays all client bills
  • Provides monthly spending analysis reports along with budgets and forecasts
  • Collects and maintains documents for tax preparation
  • Assists with booking travel arrangements
  • Processes payroll for multiple entities
  • Keeps minutes and maintains accurate books and records for all family meetings
  • Prepares annual 1099s
  • Maintains donation correspondence for tax purposes
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook
  • Proven skill set in Quicken & QuickBooks

Career Highlights

  • Compliance Assistant, M&T Bank
  • Trust Transaction Clerk II, M&T Bank
  • Loan/Collateral Specialist Intern, CoBank
  • Fundraiser/Events Coordinator, Buffalo Sabres Alumni Association

Education, Accolades and Industry Commitments

  • Dual Bachelor of Science degrees in Finance and Economics, Cum Laude, Canisius College
  • Voted president of APICS, The Association for Operations Management, an operations and supply chain management club
  • Member of Beta Alpha Psi, an honorary organization for accounting and finance students