Jennifer Lockbaum is a Vice President and Client Relationship Specialist in Mesirow Wealth Management. She is responsible for day-to-day client service and communications, including client portfolio analysis, trade requests, account processing and documentation.
Jennifer has more than 25 years of experience in the financial services industry. She served as a member of the Wealth Management Client Experience Committee. Prior to joining Mesirow in 2003, she worked in customer service and as an assistant to a principal market maker. She has built strong relationships with her clients and is well respected by her peers.
She earned a Bachelor of Arts from University of Wisconsin-Madison and holds the FINRA Series 7, 63, 55 and 65 licenses.