Ms. Jennings joined Appleton Partners in February of 2016. Her primary responsibilities focus on integrating data from various sources in-house to manage RFP’s, proposals and questionnaires concerning assets, performance, portfolio characteristics, holdings, risk statistics, and maintaining marketing language in databases. In addition, she also provides support in the research process and serves as liaison between equity traders, brokers and the operation team for mutual fund and equity trading. Prior to joining the firm, Ms. Jennings was an Assistant Trust Operations Manager at Cambridge Appleton Trust, N.A. Ms. Jennings received a Bachelor of Science in Finance from Roger Williams University.