About
Betsy Poell is a Vice President at JBC Capital Management. Her professional experience spans collateral management, trade settlement, and coordination with custodian banks and brokers, along with expertise in retirement plan structures, load balancing, and logistics management.
Experience
- JBC Capital ManagementVice Presidentcurrent2012 — presentDenver
- Brown Brothers HarrimanFund Analyst - OTC Derivatives and Bank Loans Settlements2008 — 2012
- OppenheimerFundsFund Analyst - Retail Settlements2007 — 2008
- OppenheimerFundsProcessing Load Balancer / Assistant Supervisor2006 — 2007
- Uhlich Childrens Advantage NetworkClient Technology Relations Specialist2003 — 2004
Skills & more
BloombergMicrosoft ExcelSettlementCollateral ManagementLogistics ManagementMutual Funds8Load BalancingAsset AllocationInvestments4Equities5Financial ModelingDerivatives5
+8 more
Financial AnalysisAsset ManagmentSecuritiesFixed IncomePortfolio ManagementAlternative InvestmentsRelationship ManagementOptionsFrom Betsy's professional profile.
Colleagues at CoPeace Capital
Andy Eckert
COO at CoPeace Capital
Barbara Winter
Impact Director at CoPeace Capital
Brad Tompkins
Board of Directors at CoPeace Capital
Craig Jonas
CEO and Founder at CoPeace Capital
Craig Jonas
Managing Partner at SVX
Craig Jonas, Ph.D.
Founder & CEO at CoPeace Capital
Dan Hattori
Strategic Financial Advisor at CoPeace Capital
Derek Scott
Vice President of Marketing at CoPeace Capital
Frequently asked questions
- Who is Betsy Poell?
- Betsy Poell is a Vice President at JBC Capital Management. Her professional experience spans collateral management, trade settlement, and coordination with custodian banks and brokers, along with expertise in retirement plan structures, load balancing, and logistics management.
- Where does Betsy Poell work?
- Betsy Poell is Advisory Council at CoPeace Capital.
- Where did Betsy Poell go to school?
- Betsy Poell studied at University of Notre Dame - Mendoza College of Business (BBA, Management and Theology); University of Notre Dame (BBA, Management and Theology).
Same school
Also attended University of Notre Dame - Mendoza College of Business77
Ann PauloseSenior Investor Relations Associate at GreycroftJay JohnsonBoard Member at CincyTechDomenica CevallosAssociate at Fin CapitalMichael BrannanSr. Associate at Volition CapitalEdward KimInvestor at Side Door VenturesAmy PersohnChief Operating Officer at Navitas Capital
+ 71 more
Also attended University of Notre Dame300
Doug GrohAdvisor at CincyTechMimi DunnSenior Investment Analyst at Catalyst Health VenturesJim HuntGeneral Partner at Lavrock VenturesTristan HuntPartner at Averin CapitalJoanne IshamSenior Advisory Board at IronGate Capital AdvisorsAlex FlorAssociate at TCV
+ 294 more
Shared employers
Also worked at Brown Brothers Harriman53
Jay HassGeneral Partner & CFO at AlleyCorpSercan OzcanPartner, Finance & Operations at AlleyCorpDan StolarVenture Advisor at Alpha PartnersScott NissenbaumPresident & CEO at Ben Franklin Technology PartnersMichael NekusChief Financial Officer at Eos Venture Partners LimitedChris SaxmanDigital health entrepreneur, startup mentor, skier, fly fisherman, Steelers fanatic, Co-head of Health 2.0 Denver/Boulder Chapter
+ 47 more
Also worked at OppenheimerFunds13
John McCulloughInvestor at OpenView Venture PartnersLoretta McCarthyCo-CEO and Managing Partner at Golden SeedsSachin BarotVenture Partner at Serendipity Impact VCSteve KimPartner, CFO and CCO at Arrowroot CapitalEffie ZarmakoupisExecutive Assistant & Office Manager at Zero Infinity PartnersChris ClarkInvestor at FalconX Credit / Pareto Vault
.avif)
+ 7 more