Teresa Smith

Finance

Consumer Services

Profile

Ms. Smith joined Jensen Investment in 2006.
She has wealth of experience in investment banking and corporate finance, serving as Portfolio Accountant at Thomas Weisel Partners LLC.
In that role, she managed the portfolio reporting system for the private client division.
She worked closely with brokers, reconciled accounts and managed custodial download issues.
She was an Assistant Trader at Bank of America and an Accountant at Banc of America Securities LLC.
Ms. Smith earned a BS in Economics - System Science from the University of California, Los Angeles.

Former positions of Teresa Smith

Companies	Position	End
Jensen Investment Management, Inc. Jensen Investment Management, Inc. Investment ManagersFinance Jensen Investment Management, Inc. (Jensen) is an independent, employee-owned SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Val Jensen in 1988 and provides investment management services to a wide array of individual and institutional clients, including private clients, pension plans, foundations, endowments and other businesses. In addition, Jensen acts as the investment adviser to various mutual funds and a collective investment fund.	Corporate Officer/Principal	-

See the detail of Teresa Smith's experience

Training of Teresa Smith

University of California, Los Angeles

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies