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Caren Jones
Investment Analyst at Whitney National Bank
Experienced financial professional with MBA and BBA, delivering investment management and financial planning expertise.
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Location
Spring, Texas, United States, US
Skills
- Investment Management
- Financial Analysis
- Financial Planning
- Financial Advisory
- Investment Advisory
- Show all
Bio
Generated by
Topline AI
Caren Jones is a seasoned financial expert with 25+ years of experience in investment management, financial analysis, and planning. She has held various roles, including Investment Analyst, Investment Consultant, Financial Planner, and Senior Account Executive, and has an MBA and BBA from reputable institutions.
Experience
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Investment Analyst
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1989 - 1992
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Fidelity Investments
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Greater New Orleans Area
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Investment Consultant
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1987 - 1989
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Greater New Orleans Area
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American Express
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Greater New Orleans Area
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Financial Planner
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1986 - 1987
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Greater New Orleans Area
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Gulf Federal Savings Bank
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Greater New Orleans Area
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Senior Account Executive, Marketing Department
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1983 - 1986
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Greater New Orleans Area
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Education
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1989 - 1990Loyola University New Orleans
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1980 - 1982
University of Mississippi
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1978 - 1980
Furman University
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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