Jennifer M. Watson

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Ms. Jennifer M.
Watson is Compliance Officer at Heritage Financial Services, Inc. (Massachusetts).
Prior to joining the firm in September 2009, Ms. Watson worked for more than five years at Fidelity Investments Institutional Brokerage Group as a Client Manager in the correspondent division.
She also spent five years at First Data Corporation/The Boston Company working in a management position in the Mutual Fund Accounting division.
Ms. Watson earned her BS degree in Business from the University of New Hampshire.
Ms. Watson works on all compliance-related issues for the firm.
She also monitors the management fee system for all advisory accounts.

Precedenti posizioni note di Jennifer M. Watson

Società	Posizione	Fine
The Boston Co. Holding LLC The Boston Co. Holding LLC Major BanksFinance The Boston Co. Holding LLC is a company that specializes in commercial banking. The company is based in Pittsburgh, PA.	Corporate Officer/Principal	-
FIRST DATA CORPORATION	Corporate Officer/Principal	-
University of New Hampshire	Corporate Officer/Principal	-
Fidelity Investments Institutional Services Co., Inc. Fidelity Investments Institutional Services Co., Inc. Investment Banks/BrokersFinance Fidelity Investments Institutional Services Co., Inc. (FIIS) provides investment management services through banks, insurance companies, securities brokers, financial planners, and other financial service providers. The company offers institutional money market funds, long-term investment plans, and cash management funds. It is headquartered in Boston, MA.	Corporate Officer/Principal	-
Heritage Financial Services LLC Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations.	Responsabile della Conformità	-

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