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Betsy Poell

Investor

Advisory Council at CoPeace Capital

Littleton, Colorado, United States

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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

  1. JBC Capital ManagementVice Presidentcurrent2012 — presentDenver
  2. Brown Brothers HarrimanFund Analyst - OTC Derivatives and Bank Loans Settlements2008 — 2012
  3. OppenheimerFundsFund Analyst - Retail Settlements2007 — 2008
  4. OppenheimerFundsProcessing Load Balancer / Assistant Supervisor2006 — 2007
  5. Uhlich Childrens Advantage NetworkClient Technology Relations Specialist2003 — 2004

Skills & more

BloombergMicrosoft ExcelSettlementCollateral ManagementLogistics ManagementMutual Funds8Load BalancingAsset AllocationInvestments4Equities5Financial ModelingDerivatives5
+8 moreFinancial AnalysisAsset ManagmentSecuritiesFixed IncomePortfolio ManagementAlternative InvestmentsRelationship ManagementOptions

From 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, Ph.D.
Founder & CEO at CoPeace Capital
Dan Hattori
Strategic Financial Advisor at CoPeace Capital
Derek Scott
Vice President of Marketing at CoPeace Capital
Dez Stone Menendez
Advisory Council at CoPeace Capital
Edmund Pendleton
Advisory Council 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

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