Jessica Botelho

Jessica Botelho

Direttore della Ricerca - Azioni presso Community Capital Management, Inc.

Finance
Consumer Services

Profilo

Ms. Jessica Botelho is a Director of Impact CRA Research at Community Capital Management, Inc. Ms. Boteho is responsible for overseeing all impact and CRA research and reporting.
She develops measurement tools, aggregates and analyzes impact and CRA data, and contributes to the development and refinement of CCM’s proprietary impact tracking database.
She provides clients with comprehensive information on the positive impact outcomes of their fixed income investment portfolios and how it is furthering their specified impact investment goals.
She also works closely with bank clients for their CRA investment test needs including CRA documentation and fulfillment, proactive summary earmarking letters prior to a bank’s CRA exam, and maintaining relationships with federal regulators.
Jessica is a member of CCM’s Impact and CRA Committee.
Ms. Botelho joined Community Capital Management from Acadian Asset Management where she was a Senior Client Service Associate responsible for servicing clients nationally, conducting portfolio reviews and firm updates, and identifying opportunities to expand client relationships by partnering with the sales team to execute cross sell opportunities.
Prior to that, she was a client service and Marketing Analyst at Fox Asset Management LLC, a subsidiary of Eaton Vance.
Ms. Botelho received her B.S.
in Business Marketing from the University of Massachusetts Dartmouth, Charlton College of Business.
She holds FINRA licenses: Series 6 & 63.

Posizioni attive di Jessica Botelho

SocietàPosizioneInizio
Direttore della Ricerca - Azioni 01/05/2013
Estate Planning Council of Eastern New York, Inc. Presidente -
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Precedenti posizioni note di Jessica Botelho

SocietàPosizioneFine
Corporate Officer/Principal 01/06/2012
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Formazione di Jessica Botelho

University of Massachusetts Undergraduate Degree

Esperienze
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Inattive

Società quotate in Borsa

Aziende private

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Relazioni

100 +

Relazioni di 1° grado

4

Aziende connesse in 1º grado

Uomo

Donna

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Aziende private3

Finance

Finance

Estate Planning Council of Eastern New York, Inc.

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