Jenny Dunn Email & Phone Number
Director - Risk Support and Management, Wealth and Advice Solutions @ Charles Schwab
Jenny Dunn's Location
Naples, FL, US
Jenny Dunn's Work
- Director - Risk Support and Management, Wealth and Advice Solutions @ Charles Schwab
- Senior Manager, SAMS Risk Oversight @ Charles Schwab
- Sr. Manager, Compliance @ Charles Schwab
- Hall of Fame Advisory Board Member @ Junior Achievement of Southwest Florida
- Compliance and GIPS Officer @ Wasmer Schroeder
- Performance Analyst @ Wasmer Schroeder
- Senior Portfolio Administrator @ Wasmer Schroeder
- Board Member @ CFA Society Orange County (CFAOC)
- Administrative Assistant @ CFA Society Orange County (CFAOC)
Jenny Dunn's Education
- Florida Gulf Coast University
Bachelor of Science (B.S.) (Finance)
2003 - 2007
Jenny Dunn's Skills
- Strategic Financial Planning
- Credit Analysis
- Due Diligence
- Performance Analysis
- Trading
- GIPS Compliance
- Finance
- Economics
- Fixed Income
- Corporate Finance
Jenny Dunn's Summary
Jenny Dunn, based in Naples, FL, US, is currently a Director - Risk Support and Management, Wealth and Advice Solutions at Charles Schwab, bringing experience from previous roles at Charles Schwab, Junior Achievement of Southwest Florida and Wasmer, Schroeder & Company. Jenny Dunn holds a 2003 - 2007 Bachelor of Science (B.S.) in Finance @ Florida Gulf Coast University. With a robust skill set that includes Strategic Financial Planning, Credit Analysis, Due Diligence, Performance Analysis, Trading and more, Jenny Dunn contributes valuable insights to the industry. Jenny Dunn has 1 email on RocketReach.
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