Meet the Team: Jennifer La
Since our last “Meet the Team” series, we’ve welcomed two new members, Bryan Cassick and Jennifer “JB” Battles, to our Warren Street family. However, today we want to shine a spotlight on an existing team member who has recently been promoted. We had the pleasure of sitting down with Jennifer, who is now our Director of Sales & Marketing. Get to know more about Jennifer’s role, hobbies, and future goals.
In your role as Director of Sales & Marketing, how do you assist Warren Street’s clients?
I focus on client communication and strive to enhance the user experience, from your initial contact with us through your entire journey as a client. My responsibilities include managing email campaign communications, such as the quarterly newsletter you receive. Additionally, I plan and host events, including our annual client appreciation event, which is our way of thanking you for your support and loyalty.
How does Warren Street align with your personal values?
At Warren Street, we place a strong emphasis on passion. I strive to live my daily life engaged in activities that truly matter to me. I do not want to live a life that feels idle or mundane. My work is driven by genuine enthusiasm and purpose—I am here because I want to be, not because I have to be. This passion fuels my commitment to making a meaningful impact both in my role and in the lives of our clients.
What do you love most about working at Warren Street?
One of the things I appreciate most about Warren Street is the incredible flexibility, as our entire team operates remotely. Despite being spread out across the country, I feel very close to my team members, to the point where I consider them my family. We stay connected through regular activities, such as our monthly lunch club. Additionally, when we meet our annual sales goals, we celebrate with a special trip called “Path To,” where we enjoy our success together.
What is your biggest accomplishment thus far?
My biggest accomplishment is stepping into the role of Director of Sales & Marketing. It comes with many responsibilities, but I am ready to grow in this position and serve you proudly.
Who or what motivates you?
My parents are my biggest motivation. They immigrated from Vietnam without knowing any English and with zero dollars in their pockets. Despite facing immense struggles and making countless sacrifices, they worked tirelessly to create a better future and provide a better life for my sister and me. Their dedication drives me to give back even a fraction of what they’ve given me.
What are your aspirations?
I absolutely love traveling, and my dream is to visit at least 100 countries in my lifetime. I’ve already explored various countries in Southeast Asia and recently visited Iceland in March 2024. Among all the places I’ve been to thus far, Japan has been my favorite. I highly recommend everyone to experience its unique culture and beauty firsthand someday!
What are three fun facts about you?
- I own over 100 plushies of Winnie the Pooh, my favorite character of all time.
- I have visited 31 of the 50 states.
- I have an Etsy shop with my cousin, where we sell hand-made amigurumi plushies. Follow us on Instagram @QTWorks!
Get to know our other team members, including Aileen Obedoza and Emily Balmages. Let’s congratulate Jennifer on her new role as Director of Sales & Marketing.
Veronica Cabral
Director of Operations & Chief Compliance Officer, Warren Street Wealth Advisors
Investment Advisor Representative, Warren Street Wealth Advisors, LLC., a Registered Investment Advisor
The information presented here represents opinions and is not meant as personal or actionable advice to any individual, corporation, or other entity. Any investments discussed carry unique risks and should be carefully considered and reviewed by you and your financial professional. Nothing in this document is a solicitation to buy or sell any securities, or an attempt to furnish personal investment advice. Warren Street Wealth Advisors may own securities referenced in this document. Due to the static nature of content, securities held may change over time and current trades may be contrary to outdated publications. Form ADV available upon request 714-876-6200.
