Jenna Page has over 20 years of experience in the financial services industry, most recently as a franchise owner and cruise specialist with Cruise Planners since 2014. She has previously held senior roles providing customer service and support for million dollar brokers at firms including Banc of America, Smith Barney, Edward Jones, Merrill Lynch, and Charles Schwab. Page holds a Bachelor of Fine Arts from New York University and is a certified financial manager.

1. Jenna Page
21714 N 37th
Street
Phoenix, Arizona 85050
# 602-616-6308
jennacozz@yahoo.com
Work experience:
Cruise Planners/ American Express Travel, Phoenix, Arizona
July 2014- Present
Franchise Owner
Owner/Land and Cruise Vacation Specialist at full-service, work from home, Cruise
Planners travel agency. Cruise Planners / American Express is an award-winning agency,
with top producer status with all major Cruise Lines
Banc of America Investment Services, Inc., Scottsdale, Arizona
May 2007- March 2008
Senior Registered Sales Associate
Duties included complete customer service of existing brokerage client accounts for
Million Dollar Producer.
Smith Barney, Alpharetta, Georgia
September 2003 – May 2005
Senior Registered Sales Associate
Duties included complete customer service of existing brokerage client accounts for
Million Dollar Producer.
Edward Jones, Roswell, Georgia
September 2003 – March 2004
Branch Office Administrator
Duties included complete customer service of existing brokerage client accounts for
Million Dollar Producer.
Merrill Lynch, Phoenix, Arizona & Alpharetta, Georgia
July 1996- July 2003
Senior Registered Sales Assistant
Duties included complete customer service of existing brokerage client accounts for
Million Dollar Producer.
* Completed Certified Financial Manager designation while employed there
Charles Schwab, Phoenix, Arizona
October 1993- April 1996
Registered Representative
Handled incoming client transactions and customer service at both call center and branch
office locations.
Education and Credentials:
New York University, Bachelor of Fine Arts, 1989
Recipient of Founders Day Award for Academic Excellence (GPA 3.85)