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Joan E. Beckner
Plus aucun poste en cours
Finance
Consumer Services
Profil
Ms. Beckner is the firm's Chief Compliance Officer and is responsible for a broad range of compliance issues and client service for the firm.
She oversees all compliance issues including SEC reporting and compliance, firm policies and procedures compliance, state and local regulatory compliance, and client investment objective and policy compliance.
She is also charged with oversight of the internal administration of our Value-Opportunity Fund.
In this capacity, she is responsible for establishing and maintaining all accounts for the fund.
Ms. Beckner joined us in 2010.
She has compliance experience in the financial industry and extensive business experience.
Ms. Beckner holds a Bachelor of Science with Honors in Business Administration from The Ohio State University in Columbus, OH and a Jurist Doctorate from The Ohio State University School of Law.
Anciens postes connus de Joan E. Beckner
| Sociétés | Poste | Fin |
|---|---|---|
Real Estate Management Services Group LLC
 Real Estate Management Services Group LLC Investment ManagersFinance REMS Group is an active investor which seeks to identify attractive yet undervalued investment opportunities in publicly traded Real Estate Investment Trusts (REITs), Real Estate Operating Companies (REOCs), and REIT Preferred Equity securities. The firm’s investment process considers all capitalizations but the firm’s all-cap strategies tend to have a mid to smaller bias – driven by structured investment process and the extensive research their team performs in underwriting each investment candidate. The team constructs a relatively concentrated portfolio of value-oriented investments with diverse geographic, sector, and tenant exposures. | Corporate Officer/Principal | - |
Formation de Joan E. Beckner
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Real Estate Management Services Group LLC
Real Estate Management Services Group LLC Investment ManagersFinance REMS Group is an active investor which seeks to identify attractive yet undervalued investment opportunities in publicly traded Real Estate Investment Trusts (REITs), Real Estate Operating Companies (REOCs), and REIT Preferred Equity securities. The firm’s investment process considers all capitalizations but the firm’s all-cap strategies tend to have a mid to smaller bias – driven by structured investment process and the extensive research their team performs in underwriting each investment candidate. The team constructs a relatively concentrated portfolio of value-oriented investments with diverse geographic, sector, and tenant exposures. | Finance |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
