Teresa Smith
Nessuna posizione attualmente
Profilo
Ms. Smith joined Jensen Investment in 2006.
She has wealth of experience in investment banking and corporate finance, serving as Portfolio Accountant at Thomas Weisel Partners LLC.
In that role, she managed the portfolio reporting system for the private client division.
She worked closely with brokers, reconciled accounts and managed custodial download issues.
She was an Assistant Trader at Bank of America and an Accountant at Banc of America Securities LLC.
Ms. Smith earned a BS in Economics - System Science from the University of California, Los Angeles.
Precedenti posizioni note di Teresa Smith
Società | Posizione | Fine |
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Jensen Investment Management, Inc.
Jensen Investment Management, Inc. Investment ManagersFinance Jensen Investment Management, Inc. (Jensen) is an independent, employee-owned SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Val Jensen in 1988. Jensen provides investment management services to a wide array of individual and institutional clients, such as private clients, pension plans, foundations, endowments and other businesses. In addition, the firm acts as the investment adviser to various mutual funds and a collective investment fund. | Corporate Officer/Principal | - |
Formazione di Teresa Smith
University of California, Los Angeles | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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Jensen Investment Management, Inc.
Jensen Investment Management, Inc. Investment ManagersFinance Jensen Investment Management, Inc. (Jensen) is an independent, employee-owned SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Val Jensen in 1988. Jensen provides investment management services to a wide array of individual and institutional clients, such as private clients, pension plans, foundations, endowments and other businesses. In addition, the firm acts as the investment adviser to various mutual funds and a collective investment fund. | Finance |
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