Jennifer K. Walker, FPQP®
Client Relationship Manager & Paraplanner
Jen’s experience in the financial services industry spans nearly twenty-five years, ten of which have been with Wintergreen. As Client Relationship Manager, Jen enjoys working closely with primarily Advisory clients to ensure their ongoing needs are met; she also manages marketing and communications, so clients remain well-informed on financial topics, strategies, and client events. As a certified Financial Paraplanner Qualified Professional (FPQP®), she provides both client and Advisor support throughout the entire financial planning process – including compiling client data and preparing reports – in an effort to help clients achieve financial wellness.
Previously, Jen worked for twelve years with Coastal Enterprises Inc. (CEI) as both the Fund Administrator for CEI Community Ventures Inc., manager of a U.S. Small Business Administration New Markets Venture Capital Fund; and, as a Relationship Manager for the southern Maine commercial lending portfolio. Prior to that she managed the operational affairs at Masthead Venture Partners, an early-stage venture capital firm focusing on information technology and biotechnology investments.
Jen holds a BA in English from the University of Maine. She is a lifelong competitive swimmer and a member of U.S. Masters Swimming; is a volunteer for the Maine Mentor Program; and is a Notary Public. For many years she taught and coached swimming, and was involved in the National Youth Sports Program, a comprehensive educational and sports program which teaches vital life skills to economically disadvantaged children. Jen also managed a natural food buying club cooperative for almost twenty years. She resides in Cape Elizabeth with her husband, daughter and two dogs. She likes gardening and cooking; embraces art, culture, and travel; and in addition to swimming, she really enjoys Pilates. Most of all, she loves spending time with her family, friends, and dogs.