Jennifer Ronan

Jennifer Ronan
Vice President – Client Engagement

(877) 794-9448, x703
(781) 631-3201 Direct

Jennifer joined AI Insight in 2011. She works with Program Sponsors and Financial Firms to ensure that they are optimizing the features and benefits of the platform.

She has over ten years of experience in investment sales and marketing. She started her career as an Internal Wholesaler for Eaton Vance Management, where she co-managed all marketing and sales activity for the Florida Gold Coast territory. She then moved on to Boston Capital Corporation where she assumed the role of Key Account Manager for Boston Capital’s Real Estate Tax Credit Funds as well as the Boston Capital REIT. Jennifer spent four years in this role and managed relationships with many of the largest broker dealers in the industry. After four years at Boston Capital, Jennifer moved on to Paladin Realty Securities, a real estate investment firm and multifamily REIT based in Los Angeles, CA. At Paladin, Jennifer was the Director of Key Accounts and was responsible for growing the client base and managing existing accounts for a newly established REIT offering.

Jennifer has worked with a broad range of products ranging from fixed income securities, equities, tax advantaged investments, REITS, charitable trusts and closed-end funds. She received her Bachelor of Arts degree from The University of Massachusetts at Amherst and holds her FINRA Series 7 and 63 licenses. Jennifer resides in Massachusetts with her husband and two daughters.