Resumes
Resumes
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Joanne Frawley Darien, CT
View pageWork:
Global Wealth Systems, Inc
Jun 2012 to 2000
Co-Founder of consulting firm
WealthTouch, LLC
Denver, CO
Jun 2010 to Jun 2012
Vice President of Portfolio Reporting Products (Product Manager)
Morgan Stanley Smith Barney
New York, NY
Aug 2007 to Jun 2010
VP of Performance and Client Reporting -PWM
Private Client Resources, LLC
Wilton, CT
Aug 2005 to Aug 2007
Director of Information Products
Innovest Systems, LLC
New York, NY
Aug 2003 to Aug 2005
Relationship Manager /Business Analyst
John A. Levin & Co
New York, NY
Aug 2002 to Aug 2003
Analyst - Client & Consultant Relations Group
Deutsche Asset Management
New York, NY
May 2002 to Jul 2002
Senior Business Analyst
Seneca Capital Management LLC
San Francisco, CA
2001 to Feb 2002
Manager
Rockefeller & Co., Inc
2000 to 2001
Business Analyst for the Office of the President
Rockefeller & Co., Inc
New York, NY
1994 to 2001
Senior Business Analyst
Rockefeller & Co., Inc
1999 to 2000
Quantitative Financial Analyst
Rockefeller & Co., Inc
1996 to 1999
Manager of Performance Reporting Group
Rockefeller & Co., Inc
1994 to 1996
Performance Analyst
Cambridge Associates, Inc
Arlington, VA
1993 to 1994
Investment Performance Associate
Jun 2012 to 2000
Co-Founder of consulting firm
WealthTouch, LLC
Denver, CO
Jun 2010 to Jun 2012
Vice President of Portfolio Reporting Products (Product Manager)
Morgan Stanley Smith Barney
New York, NY
Aug 2007 to Jun 2010
VP of Performance and Client Reporting -PWM
Private Client Resources, LLC
Wilton, CT
Aug 2005 to Aug 2007
Director of Information Products
Innovest Systems, LLC
New York, NY
Aug 2003 to Aug 2005
Relationship Manager /Business Analyst
John A. Levin & Co
New York, NY
Aug 2002 to Aug 2003
Analyst - Client & Consultant Relations Group
Deutsche Asset Management
New York, NY
May 2002 to Jul 2002
Senior Business Analyst
Seneca Capital Management LLC
San Francisco, CA
2001 to Feb 2002
Manager
Rockefeller & Co., Inc
2000 to 2001
Business Analyst for the Office of the President
Rockefeller & Co., Inc
New York, NY
1994 to 2001
Senior Business Analyst
Rockefeller & Co., Inc
1999 to 2000
Quantitative Financial Analyst
Rockefeller & Co., Inc
1996 to 1999
Manager of Performance Reporting Group
Rockefeller & Co., Inc
1994 to 1996
Performance Analyst
Cambridge Associates, Inc
Arlington, VA
1993 to 1994
Investment Performance Associate
Education:
New York University, Stern School of Business
Jan 1999
Masters of Business Administration in Finance and Marketing
University of North Carolina
Wilmington, NC
May 1992
Bachelor of Science in Finance
Jan 1999
Masters of Business Administration in Finance and Marketing
University of North Carolina
Wilmington, NC
May 1992
Bachelor of Science in Finance