Cindy Jones
Compliance Officer chez Covington Investment Advisors, Inc.
Profil
Ms. Cindy Jones is a Portfolio Manager & Chief Compliance Officer at Covington Investment Advisors, Inc. Her responsibilities include trading, research, monitoring and managing the investment portfolio’s, and proposing trades at the individual client level and aggregate account level.
With her computer programming background she is also responsible for designing and developing tools to help streamline processes and enhance efficiency.
Her additional responsibilities include data gathering, modeling, case design, scenario building, plan development, and presentation development.
Ms. Jones was previously employed as a Research Associate by WBI Investments, Inc. Her career started with a third party investment management firm that utilized model portfolios.
As she gained experience, she worked her way up to a position in the portfolio management division.
Ms. Jones is a graduate of the University of Pittsburgh and has a B.
S.
degree in Applied Mathematics.
Postes actifs de Cindy Jones
| Sociétés | Poste | Début |
|---|---|---|
Covington Investment Advisors, Inc.
 Covington Investment Advisors, Inc. Investment ManagersFinance Covington Investment Advisors, Inc. (Covington) is an independent SEC-registered investment advisor headquartered in Ligonier, Pennsylvania. The firm was founded by Patrick Wallace and Cindy Jones in 2003. Covington provides investment advice to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and partnerships, corporations, or business entities. | Compliance Officer | 01/06/2012 |
Anciens postes connus de Cindy Jones
| Sociétés | Poste | Fin |
|---|---|---|
WBI Investments, Inc.
 WBI Investments, Inc. Investment ManagersFinance WBI Investments, Inc. (WBI) is an independent, SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded by Don Schreiber, Jr. in 1984 as Wealth Builders, Inc. WBI provides investment management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, exchange traded funds, trust programs, and other US institutions. | Analyst-Equity | - |
Formation de Cindy Jones
| University of Pittsburgh | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
WBI Investments, Inc.
WBI Investments, Inc. Investment ManagersFinance WBI Investments, Inc. (WBI) is an independent, SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded by Don Schreiber, Jr. in 1984 as Wealth Builders, Inc. WBI provides investment management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, exchange traded funds, trust programs, and other US institutions. | Finance |
Covington Investment Advisors, Inc.
Covington Investment Advisors, Inc. Investment ManagersFinance Covington Investment Advisors, Inc. (Covington) is an independent SEC-registered investment advisor headquartered in Ligonier, Pennsylvania. The firm was founded by Patrick Wallace and Cindy Jones in 2003. Covington provides investment advice to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and partnerships, corporations, or business entities. | Finance |
