Jenny Dunn Email & Phone Number
Director - Schwab Asset Management Business Unit Risk @ Charles Schwab
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Jenny Dunn Location
- Naples, FL, US
Jenny Dunn Work
- Director - Schwab Asset Management Business Unit Risk @ (April 2025 - Present)
- Director - Risk Support and Management, Wealth and Advice Solutions @ (March 2023 - April 2025)
- Sr. Manager, SAMS Risk Oversight @ (May 2021 - March 2023)
- Sr. Manager, Compliance @ (July 2020 - May 2021)
- Compliance and GIPS Officer @ (April 2017 - July 2020)
- Performance Analyst @ (June 2011 - March 2017)
- Senior Portfolio Administrator @ (August 2007 - June 2011)
- Board Member @ (June 2019 - June 2020)
- Administrative Assistant @ (August 2015 - June 2019)
Jenny Dunn Education
- Florida Gulf Coast University
Bachelor of Science (B.S.) (Finance)
2003-2007
Jenny Dunn Skills
- Strategic Financial Planning
- Credit Analysis
- Due Diligence
- Performance Analysis
- Trading
- GIPS Compliance
- Finance
- Economics
- Fixed Income
- Corporate Finance
- Asset Allocation
- Financial Analysis
- Client Administration
- Series 7
- Equities
Jenny Dunn Summary
- Jenny Dunn, based in Naples, FL, US, is currently a Director - Schwab Asset Management Business Unit Risk at Charles Schwab. Jenny Dunn brings experience from previous roles at Charles Schwab 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 has 3 emails and 3 mobile phone numbers on RocketReach.
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