Jodi S. Cowgill
Trading-Equity chez Carnegie Capital Asset Management LLC
Profil
Ms. Jodi S.
Cowgill is a Portfolio Administrator at Carnegie Capital Asset Management LLC.
She is currently working as a Client Service Manager, providing excellent service to current and prospective clients.
She has more than 20 years of experience in investment management and financial planning.
Clients consult her for various account needs including RMDs and check and account disbursement requests.
She is also responsible for internal reporting and is a major part of the firm’s CRM system.
Her consideration of details and responsiveness make her a valuable asset for the firm.
Prior to joining Carnegie, Ms. Cowgill had been working with Zilber & Associates since 1990.
She received a BSBA in Finance from The Ohio State University and an MBA from Cleveland State University.
Postes actifs de Jodi S. Cowgill
| Sociétés | Poste | Début |
|---|---|---|
Carnegie Capital Asset Management LLC
 Carnegie Capital Asset Management LLC Investment ManagersFinance Carnegie Capital Asset Management LLC, do-business-as Carnegie Investment Counsel (CIC), is an independent, SEC-registered investment advisor headquartered in Pepper Pike, Ohio. The firm was founded in 2009, taking over the former RIA which was registered in 1991 and commenced operations in 1974. CIC provides investment advice and/or management supervisory services to individuals, non-profit organizations, pension and profit-sharing plans, corporations or business entities, independent trust companies, and government entities. | Trading-Equity | 01/01/2010 |
Formation de Jodi S. Cowgill
| The Ohio State University | Undergraduate Degree |
| Cleveland State University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Carnegie Capital Asset Management LLC
Carnegie Capital Asset Management LLC Investment ManagersFinance Carnegie Capital Asset Management LLC, do-business-as Carnegie Investment Counsel (CIC), is an independent, SEC-registered investment advisor headquartered in Pepper Pike, Ohio. The firm was founded in 2009, taking over the former RIA which was registered in 1991 and commenced operations in 1974. CIC provides investment advice and/or management supervisory services to individuals, non-profit organizations, pension and profit-sharing plans, corporations or business entities, independent trust companies, and government entities. | Finance |
