Jena brings over 27 years of financial industry experience to her role as Chief Compliance Officer. She has been with Concorde since 2016, previously serving as a Sales Supervisor and as the Senior Compliance Officer responsible for surveillance and testing and the branch inspection program.

Jena’s career started with internships in INB National Bank’s investment division during college. After graduation, Jena joined Smith Barney where she obtained her Series 7 and Series 63 licenses as a registered sales assistant. Jena then spent time at Munder Capital Management in the Fixed Income department, followed by a role as a systems developer. Her time at Munder culminated in a compliance role that laid the foundation for her time at Concorde.

Jena holds a Bachelor of Arts in French from Indiana University and a Master of Science in Historic Preservation from Eastern Michigan University.  She enjoys the warmer climate on the Alabama Gulf Coast after relocating from Michigan recently.  When not spending time waterfront with family and friends, Jena enjoys reading, traveling and creating.