Jenny Lynn Dunn

Ms. Jenny L.
Dunn is a Compliance & GIPS Officer at Wasmer, Schroeder & Co. LLC.
Her responsibilities include working with the Chief Compliance Officer to maintain and implement the Firm’s regulatory compliance program and is responsible for oversight of the Firm’s compliance with the Global Investment Performance Standards.
Her responsibilities continue to include the oversight of the Firm’s performance calculations and composite membership, both of which she performed in her role of Performance Analyst.
She joined Wasmer, Schroeder & Company in August 2007 as a Portfolio Administrator where she was responsible for portfolio reconciliation, administration, and back office operations of portfolio management.
She then transitioned to the role of Performance Analyst.
She transitioned into her current position in 2017.
Ms. Dunn earned her B.S.
in Finance from Florida Gulf Coast University.