Jen Shinn
Principal at Cerity Partners | Portland, Oregon, United States
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As the Director of Operations at West Coast Financial (WCF), Jen Shinn leverages her diverse background to drive efficiency and innovation within the organization. With a unique blend of experience as a college basketball coach and a help desk engineer in the IT industry, Jen brings a multifaceted approach to operations management. Her journey has equipped her with exceptional leadership skills and a deep understanding of customer service, allowing her to foster a collaborative environment that prioritizes client satisfaction and operational excellence.
At WCF, Jen is instrumental in overseeing key projects that align with the company's mission to help individuals lead more fulfilled lives. She plays a pivotal role in implementing the Entrepreneurial Operating System (EOS), ensuring that all team members are aligned with the strategic vision and operational goals of the organization. Her expertise in financial analysis and strategic planning enables her to identify opportunities for growth and improvement, ultimately enhancing the comprehensive range of services offered by WCF.
Jen's commitment to data analysis and the effective use of Microsoft Dynamics allows her to streamline processes and optimize resource allocation, ensuring that WCF remains agile and responsive to the needs of its clients. Her passion for teaching and mentoring extends beyond her previous roles, as she actively cultivates a culture of continuous learning within the team. As WCF continues to expand its reach from its headquarters in Santa Barbara, Jen Shinn's leadership and operational acumen are vital to the organization's ongoing success and its mission to empower individuals through tailored financial solutions.
Principal at Cerity Partners in April 2025 to Present
Director of Operations at West Coast Financial in June 2016 to April 2025
Partner at Pivot Independent Financial in August 2014 to June 2016
Director of Information Systems at MedBridge Development in January 2013 to July 2014
First Level Support Engineer at Anchor Point IT Solutions in August 2008 to December 2012
Money Life Coach at Finicity/Crown in December 2010 to October 2011
Southern California Director of College Ministries at Fellowship of Christian Athletes in March 2002 to August 2008
Assistant Women's Basketball Coach at Penn State University in June 1999 to May 2001
Assistant Women's Basketball Coach at San Diego State University in June 1997 to June 1999
Assistant Women's Basketball Coach at North Carolina State University in August 1993 to June 1997
Volunteer Assistant Women's Basketball Coach at Ball State University in September 1992 to May 1993
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Budgets
Teaching
Project Management
Athletics
Basketball
Public Speaking
Customer Service
Microsoft Office
Coaching
Team Leadership
Recruiting
Finance
Troubleshooting
Microsoft Excel
Microsoft Dynamics CRM
Data Analysis
Microsoft Dynamics
Leadership
EOS
Financial Analysis
Strategic Planning
Nonprofits
Operational Efficiency
Business Process Improvement
Microsoft Power BI
Business Intelligence (BI)
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Discover more about Cerity PartnersWhat is Jen Shinn email address?
Email Jen Shinn at [email protected] and [email protected]. This email is the most updated Jen Shinn email found in 2026.
What is Jen Shinn phone number?
Jen Shinn phone number is +18054503367 and +13182050491.
How to contact Jen Shinn?
To contact Jen Shinn send an email to [email protected] or [email protected]. If you want to call Jen Shinn try calling on +18054503367 and +13182050491.
What is Jen Shinn net worth?
Jen Shinn has an estimated net worth of $2,500 to $24,999
What company does Jen Shinn work for?
Jen Shinn works for Cerity Partners
What is Jen Shinn's role at Cerity Partners?
Jen Shinn is Principal
What industry does Jen Shinn work in?
Jen Shinn works in the Financial Services industry.
Jen Shinn Email Addresses
Jen Shinn Phone Numbers
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