Cindy Jones
Oficial de Cumplimiento en Covington Investment Advisors, Inc. .
Perfil
Ms. Cindy Jones is a Portfolio Manager & Chief Compliance Officer at Covington Investment Advisors, Inc. Her responsibilities include trading, research, monitoring and managing the investment portfolio’s, and proposing trades at the individual client level and aggregate account level.
With her computer programming background she is also responsible for designing and developing tools to help streamline processes and enhance efficiency.
Her additional responsibilities include data gathering, modeling, case design, scenario building, plan development, and presentation development.
Ms. Jones was previously employed as a Research Associate by WBI Investments, Inc. Her career started with a third party investment management firm that utilized model portfolios.
As she gained experience, she worked her way up to a position in the portfolio management division.
Ms. Jones is a graduate of the University of Pittsburgh and has a B.
S.
degree in Applied Mathematics.
Cargos activos de Cindy Jones
| Empresas | Cargo | Inicio |
|---|---|---|
Covington Investment Advisors, Inc.
 Covington Investment Advisors, Inc. Investment ManagersFinance Covington Investment Advisors, Inc. (Covington) is an independent SEC-registered investment advisor headquartered in Ligonier, Pennsylvania. The firm was founded by Patrick Wallace and Cindy Jones in 2003. Covington provides investment advice to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and partnerships, corporations, or business entities. | Oficial de Cumplimiento | 01/06/2012 |
Antiguos cargos conocidos de Cindy Jones.
| Empresas | Cargo | Fin |
|---|---|---|
WBI Investments, Inc.
 WBI Investments, Inc. Investment ManagersFinance WBI Investments, Inc. (WBI) is an independent, SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded by Don Schreiber, Jr. in 1984 as Wealth Builders, Inc. WBI provides investment management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, exchange traded funds, trust programs, and other US institutions. | Analyst-Equity | - |
Formación de Cindy Jones.
| University of Pittsburgh | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
WBI Investments, Inc.
WBI Investments, Inc. Investment ManagersFinance WBI Investments, Inc. (WBI) is an independent, SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded by Don Schreiber, Jr. in 1984 as Wealth Builders, Inc. WBI provides investment management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, exchange traded funds, trust programs, and other US institutions. | Finance |
Covington Investment Advisors, Inc.
Covington Investment Advisors, Inc. Investment ManagersFinance Covington Investment Advisors, Inc. (Covington) is an independent SEC-registered investment advisor headquartered in Ligonier, Pennsylvania. The firm was founded by Patrick Wallace and Cindy Jones in 2003. Covington provides investment advice to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and partnerships, corporations, or business entities. | Finance |
- Bolsa de valores
- Insiders
- Cindy Jones
