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Jennifer Concannon, Cfa

Senior Vice President at WP Global Partners
Intro Book
Chartered Financial Analyst (CFA) with 10+ years of experience in finance and investment relations.
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Location
Greater Chicago Area, US
Skills
  • Microsoft Excel
  • Finance
  • Facebook
  • Powerpoint
  • Microsoft Office
  • Show all
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Bio

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Jennifer Concannon, CFA, is a seasoned finance professional with a strong background in investment relations, portfolio management, and leadership. She holds a Bachelor of Science degree in Finance from Indiana University Bloomington and is a Chartered Financial Analyst (CFA) certified. With over 10 years of experience in the finance industry, Jennifer has held various positions at top firms, including UBS, Morgan Stanley, and WP Global Partners.

Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Aug, 2017
    - Apr, 2026

Experience

  • WP Global Partners
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Senior Vice President
      • Jul 2022 - Present

    • Vice President of Investor Relations
      • Jul 2020 - Present

    • Assistant Vice President of Investor Relations
      • Mar 2019 - Jul 2020

    • Investor Relations Associate
      • Oct 2017 - Mar 2019

  • Callan
    • Chicago, Illinois
    • Assistant Vice President
      • May 2016 - Oct 2017
      • Chicago, Illinois

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Associate Portfolio Manager - U.S. Equities
      • Jan 2015 - Apr 2016

    • Fund Flow Coordinator
      • Jun 2013 - Dec 2014

  • Morgan Stanley
    • Chicago
    • Wealth Management Intern
      • May 2012 - Aug 2012
      • Chicago

Education

  • 2009 - 2013
    Indiana University Bloomington
    Bachelor of Science (BS), Finance

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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