![Wendy L. Zona](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Prior to joining Roble Belko in June 2006, Ms. Zona obtained a wealth of experience in the financial industry.
She began her career at Morgan Stanley in New York working as a trading assistant and controller in the Securitized Bond Trading area.
Her roles included reporting profit and loss, performing bond price analysis, managing trader inventory and resolving trade issues.
Ms. Zona relocated to Pittsburgh in July 2004 and assumed a role at Legg Mason as a sales assistant in the Institutional Fixed Income area, where she focused on operations and maintaining client relationships.
Ms. Zona graduated from Pennsylvania State University in 1999 with a BA in Accounting and Finance.
Anciens postes connus de Wendy L. Zona
| Sociétés | Poste | Fin |
|---|---|---|
Roble Belko & Co., Inc
 Roble Belko & Co., Inc Investment ManagersFinance Roble takes an approach to investing that is tailored to each client’s unique set of circumstances. For each client, the firm uses a multi-step process to construct and maintain investment portfolios. They construct an account using three asset categories – equity, fixed income, and alternative assets – in proportions appropriate for the selected allocation strategy. Roble follows a “core/satellite” investment approach with regards to a client’s overall asset allocation. | Analyst-Equity | 30/04/2009 |
Legg Mason & Co. LLC (New York)
 Legg Mason & Co. LLC (New York) Investment Trusts/Mutual FundsMiscellaneous Operates as a trustee | Corporate Officer/Principal | - |
| MORGAN STANLEY | Corporate Officer/Principal | - |
Formation de Wendy L. Zona
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Morgan Stanley
 Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
Roble Belko & Co., Inc
Roble Belko & Co., Inc Investment ManagersFinance Roble takes an approach to investing that is tailored to each client’s unique set of circumstances. For each client, the firm uses a multi-step process to construct and maintain investment portfolios. They construct an account using three asset categories – equity, fixed income, and alternative assets – in proportions appropriate for the selected allocation strategy. Roble follows a “core/satellite” investment approach with regards to a client’s overall asset allocation. | Finance |
The Pennsylvania State University
 The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Legg Mason & Co. LLC (New York)
Legg Mason & Co. LLC (New York) Investment Trusts/Mutual FundsMiscellaneous Operates as a trustee | Miscellaneous |
