Joan E. Beckner
Plus aucun poste en cours
Profil
Ms. Beckner is the firm's Chief Compliance Officer and is responsible for a broad range of compliance issues and client service for the firm.
She oversees all compliance issues including SEC reporting and compliance, firm policies and procedures compliance, state and local regulatory compliance, and client investment objective and policy compliance.
She is also charged with oversight of the internal administration of our Value-Opportunity Fund.
In this capacity, she is responsible for establishing and maintaining all accounts for the fund.
Ms. Beckner joined us in 2010.
She has compliance experience in the financial industry and extensive business experience.
Ms. Beckner holds a Bachelor of Science with Honors in Business Administration from The Ohio State University in Columbus, OH and a Jurist Doctorate from The Ohio State University School of Law.
Anciens postes connus de Joan E. Beckner
Sociétés | Poste | Fin |
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Real Estate Management Services Group LLC
Real Estate Management Services Group LLC Investment ManagersFinance Real Estate Management Services Group LLC (REMS Group) is an investment advisory firm headquartered in Naples, Florida with additional office in Atlanta, Georgia. The firm was founded by Edward Turville in 1997 and was acquired by LDR Capital Management LLC in 2022. REMS Group actively manages differentiated, value-oriented portfolios of real estate securities for select institutional and high net worth clients. | Corporate Officer/Principal | - |
Formation de Joan E. Beckner
The Ohio State University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
Entreprise privées | 1 |
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Real Estate Management Services Group LLC
Real Estate Management Services Group LLC Investment ManagersFinance Real Estate Management Services Group LLC (REMS Group) is an investment advisory firm headquartered in Naples, Florida with additional office in Atlanta, Georgia. The firm was founded by Edward Turville in 1997 and was acquired by LDR Capital Management LLC in 2022. REMS Group actively manages differentiated, value-oriented portfolios of real estate securities for select institutional and high net worth clients. | Finance |