Fundraising Fox

Betsy Poell

Investor

Advisory Council at CoPeace Capital

Littleton, Colorado, United States

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.

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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

Education

  1. University of Notre Dame - Mendoza College of BusinessBBA, Management and Theology1999 — 2003
  2. University of Notre DameBBA, Management and Theology1999 — 2003

Skills & more

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

From Betsy's professional profile.

Same school

Also attended University of Notre Dame - Mendoza College of Business41

Ann PauloseSenior Investor Relations Associate at GreycroftJay JohnsonBoard Member at CincyTechMichael BrannanSr. Associate at Volition CapitalEdward KimInvestor at Side Door VenturesAmy PersohnChief Operating Officer at Navitas CapitalKyle DedrickVice President at Odyssey Investment Partners

+ 35 more

Also attended University of Notre Dame172

Doug GrohAdvisor at CincyTechJim HuntGeneral Partner at Lavrock VenturesJoanne IshamSenior Advisory Board at IronGate Capital AdvisorsAnalyst – Private InvestmentsInvestor at Glynn Capital ManagementSean CantwellInvestor at Volition CapitalMark KolbPartner at Tech Council Ventures

+ 166 more

Shared employers

Also worked at Brown Brothers Harriman32

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

+ 26 more

Also worked at OppenheimerFunds11

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

+ 5 more

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, 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