![Jenny Lynn Dunn](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Ms. Jenny L.
Dunn is a Compliance & GIPS Officer at Wasmer, Schroeder & Co. LLC.
Her responsibilities include working with the Chief Compliance Officer to maintain and implement the Firm’s regulatory compliance program and is responsible for oversight of the Firm’s compliance with the Global Investment Performance Standards.
Her responsibilities continue to include the oversight of the Firm’s performance calculations and composite membership, both of which she performed in her role
of Performance Analyst.
She joined Wasmer, Schroeder & Company in August 2007 as a Portfolio Administrator where she was responsible for portfolio reconciliation, administration, and back office operations of portfolio management.
She then transitioned to the role of Performance Analyst.
She transitioned into her current position in 2017.
Ms. Dunn earned her B.S.
in Finance from Florida Gulf Coast University.
Former positions of Jenny Lynn Dunn
Companies | Position | End |
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Adviser Holdings LLC
![]() Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Analyst-Fixed Income | 2020-08-09 |
Training of Jenny Lynn Dunn
Florida Gulf Coast University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Adviser Holdings LLC
![]() Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Finance |
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