Profil
Prior to joining Capital Management Associates in 2006, Ms. Soule was a Senior Custody Specialist overseeing a group of Portfolio Administrators at State Street Corporation in Boston, MA.
From 2000 to 2005 she worked within Mutual Funds and Client Services departments at State Street Corporation.
She handled trading, exceptions, daily reporting, loss prevention, while also maintaining relationships with her Investment Managers, ensuring accuracy and excellent service.
In 1998, she also worked as work flow coordinator for Fleet Bank for 2 years in the non- sufficient funds department while she completed her Degree in Business Management from Aquinas College, in Milton, MA.
She is based in the Orlando, Florida headquarters.
Anciens postes connus de Ana Soule
| Sociétés | Poste | Fin |
|---|---|---|
| STATE STREET CORPORATION | Corporate Officer/Principal | 31/12/2005 |
Capital Management Associates LLC
 Capital Management Associates LLC Investment ManagersFinance Founded in 2004 by David Russo and Beth Lang, Capital Management Associates LLC is a registered investment advisor located in Orlando, Florida. The firm is a Capital Management Associates, Inc. (CMA) is a subsidiary of ICC Capital Management, Inc. They provide wealth management services to private clients and also manage investments for various police, fire and general employee pension funds and several union pension funds. In addition, Capital Management Associates manages assets for non-profit eleemosynary organizations. | Sales & Marketing | - |
Formation de Ana Soule
| Aquinas College (Michigan) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| STATE STREET CORPORATION | Finance |
| Entreprise privées | 1 |
|---|---|
Capital Management Associates LLC
Capital Management Associates LLC Investment ManagersFinance Founded in 2004 by David Russo and Beth Lang, Capital Management Associates LLC is a registered investment advisor located in Orlando, Florida. The firm is a Capital Management Associates, Inc. (CMA) is a subsidiary of ICC Capital Management, Inc. They provide wealth management services to private clients and also manage investments for various police, fire and general employee pension funds and several union pension funds. In addition, Capital Management Associates manages assets for non-profit eleemosynary organizations. | Finance |