Profil
Prior to joining Roble Belko in June 2006, Ms. Zona obtained a wealth of experience in the financial industry.
She began her career at Morgan Stanley in New York working as a trading assistant and controller in the Securitized Bond Trading area.
Her roles included reporting profit and loss, performing bond price analysis, managing trader inventory and resolving trade issues.
Ms. Zona relocated to Pittsburgh in July 2004 and assumed a role at Legg Mason as a sales assistant in the Institutional Fixed Income area, where she focused on operations and maintaining client relationships.
Ms. Zona graduated from Pennsylvania State University in 1999 with a BA in Accounting and Finance.
Anciens postes connus de Wendy L. Zona
| Sociétés | Poste | Fin |
|---|---|---|
Roble Belko & Co., Inc
 Roble Belko & Co., Inc Investment ManagersFinance Roble Belko & Co., Inc. (Roble) is an independent, SEC-registered investment advisor headquartered in Sewickley, Pennsylvania. The firm was founded by Roger Roble in 2000 as Roble Belko & Co. Roble provides advisory services to various types of clients, such as individuals, trusts, corporations, pension/profit sharing plans, and charitable organizations. | Analyst-Equity | 30/04/2009 |
| Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | - |
| MORGAN STANLEY | Corporate Officer/Principal | - |
Formation de Wendy L. Zona
| The Pennsylvania State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Entreprise privées | 2 |
|---|---|
Roble Belko & Co., Inc
Roble Belko & Co., Inc Investment ManagersFinance Roble Belko & Co., Inc. (Roble) is an independent, SEC-registered investment advisor headquartered in Sewickley, Pennsylvania. The firm was founded by Roger Roble in 2000 as Roble Belko & Co. Roble provides advisory services to various types of clients, such as individuals, trusts, corporations, pension/profit sharing plans, and charitable organizations. | Finance |
| Legg Mason & Co. LLC (New York) |