Profilo
Ms. Jodi L.
Detch is Client Service Specialist at Windhaven Investment Management, Inc.
Ms. Detch was previously employed as Client Service Specialist by Windward Investment Management and Marketing Assistant by Lexington Insurance Co., Inc.
Ms. Detch received her undergraduate degree from Northeastern University.
Precedenti posizioni note di Jodi L. Detch
| Società | Posizione | Fine |
|---|---|---|
Windward Investment Management
 Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | Corporate Officer/Principal | 09/11/2010 |
Lexington Insurance Co., Inc.
 Lexington Insurance Co., Inc. Multi-Line InsuranceFinance Lexington Insurance Co., Inc. provides insurance services. It provides property, casualty, financial lines, healthcare, personal lines and specialty lines insurance coverages and services. The company was founded in 1965 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Windhaven Investment Management, Inc.
 Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Corporate Officer/Principal | - |
Formazione di Jodi L. Detch
| Northeastern University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | Finance |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Finance |
Lexington Insurance Co., Inc.
Lexington Insurance Co., Inc. Multi-Line InsuranceFinance Lexington Insurance Co., Inc. provides insurance services. It provides property, casualty, financial lines, healthcare, personal lines and specialty lines insurance coverages and services. The company was founded in 1965 and is headquartered in Boston, MA. | Finance |
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- Jodi L. Detch
