Jennifer Whelan

Jennifer Whelan is a seasoned finance professional based in San Francisco, California, with extensive expertise in cryptocurrency trading and investment advising. She has over nine years of experience in the cryptocurrency market and more than fifteen years as a financial consultant and CPA. Her career includes roles at major financial institutions such as Bank of America and Morgan Stanley, where she worked as a management consultant and stock broker at Fidelity Investments.1

Professional Background

Current Position: Self-employed crypto trader and investment adviser since January 2017.
Previous Roles:
- Management Consultant at Bank of America (June 2016 - September 2018)
- Management Consultant at Morgan Stanley (March 2014 - July 2015)
- Stock Broker at Fidelity Investments (April 2010 - July 2014)
- Account Manager at Chase (July 2005 - January 2010)
- Operations Manager at J.P. Morgan (January 2005 - March 2007)

Education

PhD in Finance: New York University (2008 - 2010)
Master's Degree in Financial Planning: University of California, Berkeley (2004 - 2005)
Master's Degree in Business Administration: Tiffin University (2019 - 2020)
Bachelor's Degree in Economics: University of California, Berkeley (1996 - 2000)

Certifications

Jennifer holds several certifications, including:

Professional Program Certificate in Introduction to Capital Markets from EDx.
IBM Certified Business Analyst in Digital Analytics.
Oracle Hyperion Financial Management Essentials.

Influence and Mentorship

Whelan is recognized as an influencer and venture capitalist, focusing on empowering individuals through education in cryptocurrency investment and forex trading mentorship. She aims to elevate financial well-being globally by promoting innovative business models and self-education strategies.1