Profil
Ms. White has been in the investment business for more than thirty years.
In 1997 she joined Essex Financial Services, Inc. as an Investment Executive.
She conducted client quarterly reviews for a Trust Department located in Boston, Massachusetts and later worked as a public accountant for a firm in New London, Connecticut.
In 1973, Ms. White joined Connecticut Investment Management, Inc. as a securities analyst and was later promoted to Vice President.
In 1989, after sixteen years, Ms. White left Connecticut Investment Management, Inc. and was hired as Vice President of a Salomon Smith Barney branch office.
Ms. White completed her undergraduate work at Harvard University and also earned a Graduate degree from Bentley College in 1961.
Ehemalige bekannte Positionen von JoAnne W. White
| Unternehmen | Position | Ende |
|---|---|---|
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | 31.12.1996 |
Connecticut Investment Management
Connecticut Investment Management Investment ManagersFinance Connecticut Investment Management (CIM) is a large-cap growth manager. They tend to invest in the stocks of companies in the energy minerals, health technology and retail sectors. The firm maintains a very high turnover rate. CIM employs a fundamental, bottom-up stock selection approach. They are more concerned more with the individual companies that make up their portfolio than with diversification among industries and economic sectors. The firm seeks companies with leadership positions in their industries, technical strength, quality management, reasonable p/e ratios, strong financial structures, franchises in good markets and diversified, significant global revenues. The firm also looks for favorable insider buying activity and strong medium- to long-term consensus earnings forecasts. Their balanced accounts contain high-grade government, corporate, and in appropriate cases, municipal bonds with maturities ranging from one to ten years. | Corporate Officer/Principal | 31.12.1989 |
Ausbildung von JoAnne W. White
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Connecticut Investment Management
Connecticut Investment Management Investment ManagersFinance Connecticut Investment Management (CIM) is a large-cap growth manager. They tend to invest in the stocks of companies in the energy minerals, health technology and retail sectors. The firm maintains a very high turnover rate. CIM employs a fundamental, bottom-up stock selection approach. They are more concerned more with the individual companies that make up their portfolio than with diversification among industries and economic sectors. The firm seeks companies with leadership positions in their industries, technical strength, quality management, reasonable p/e ratios, strong financial structures, franchises in good markets and diversified, significant global revenues. The firm also looks for favorable insider buying activity and strong medium- to long-term consensus earnings forecasts. Their balanced accounts contain high-grade government, corporate, and in appropriate cases, municipal bonds with maturities ranging from one to ten years. | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bentley University
Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















