Susie Stanley-Jones
Corporate Officer/Principal bij Washington Trust Bank (Spokane, Washington)
Profiel
Ms. Susan E.
Stanley-Jones is Vice President & Senior Portfolio Manager at Washington Trust Bank (Spokane, Washington).
She is responsible for designing and implementing goals-based strategies for high-net-worth individuals, institutions and nonprofits.
She has over 20 years of experience in the financial industry, both in portfolio management and client advisory.
Ms. Stanley-Jones was previously employed as Financial Advisor by Greene Wealth Management LLC.
Prior to joining Washington Trust,she was a Portfolio Manager with a major regional firm in Seattle, WA where she had oversight to the complex financial planning, asset allocation and investment structure of significant relationships.
She also has a background and tenure as a director of trading of fixed income securities at a national bank with over 750 consultants under her management.
She received her BA from Washington State University and MBA from Northwestren University.
Actieve functies van Susie Stanley-Jones
| Bedrijven | Functie | Begin |
|---|---|---|
Washington Trust Bank (Spokane, Washington)
 Washington Trust Bank (Spokane, Washington) Investment ManagersFinance Washington Trust Bank (WTB) is a full-service commercial bank headquartered in Spokane, Washington. The firm was founded in 1902 and is a wholly-owned subsidiary of W.T.B. Financial Corp. (OTCMKTS: WTBFB). WTB offers a variety of personal and business financial services including trust and investment management to personal, private, commercial and wealth management clients. | Corporate Officer/Principal | - |
| Washington Trust Bank (Spokane, Washington Invt Mgmt) | Portefeuillebeheerder-Aandelen | - |
Eerdere bekende functies van Susie Stanley-Jones
| Bedrijven | Functie | Einde |
|---|---|---|
Greene Wealth Management LLC
 Greene Wealth Management LLC Investment ManagersFinance Greene Wealth Management LLC (GWM) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded by Kirk P. Greene in 2005. GWM provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Corporate Officer/Principal | - |
Opleiding van Susie Stanley-Jones
| University of Washington | Undergraduate Degree |
| Washington State University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 3 |
|---|---|
Washington Trust Bank (Spokane, Washington)
Washington Trust Bank (Spokane, Washington) Investment ManagersFinance Washington Trust Bank (WTB) is a full-service commercial bank headquartered in Spokane, Washington. The firm was founded in 1902 and is a wholly-owned subsidiary of W.T.B. Financial Corp. (OTCMKTS: WTBFB). WTB offers a variety of personal and business financial services including trust and investment management to personal, private, commercial and wealth management clients. | Finance |
Greene Wealth Management LLC
Greene Wealth Management LLC Investment ManagersFinance Greene Wealth Management LLC (GWM) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded by Kirk P. Greene in 2005. GWM provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
| Washington Trust Bank (Spokane, Washington Invt Mgmt) | Finance |
