Profiel
Ashley Jones Guerra formerly worked at Cerity Partners Ventures, as PARTNER, Gamble Jones Investment Counsel, as Principal & Chief Compliance Officer from 2001 to 2023, and The Wellness Community Valley, as Member.
Ms. Guerra received her undergraduate degree in 1994 from the University of San Diego and Masters Business Admin degree in 2003 from Woodbury University.
Eerdere bekende functies van Ashley Jones Guerra
| Bedrijven | Functie | Einde |
|---|---|---|
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel Investment ManagersFinance GJIC primarily employs a long-term investment strategy and uses fundamental analysis to select securities for their clients’ portfolios. Their traditional investment strategies consist of long-term purchases and short-term purchases. They also build fixed income ladders with varying lengths of maturities based on current economic and interest rate environments. For some clients, the use of mutual funds, ETFs, and REITs are appropriate. The firm primarily recommends large-cap common stocks. | Compliance Officer | 14-09-2023 |
Cerity Partners Ventures
Cerity Partners Ventures Investment ManagersFinance CPV invests in companies located in the United States. The firm targets companies operating across a broad range of sectors and industries. It provides financing for early stage capital requirements. Touchdown Venture reorganized on September 19th, 2024, with acquisition by Cerity Partners LLC to form Cerity Partners Ventures. | Private Equity Investor | - |
The Wellness Community Valley | Corporate Officer/Principal | - |
Opleiding van Ashley Jones Guerra
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel Investment ManagersFinance GJIC primarily employs a long-term investment strategy and uses fundamental analysis to select securities for their clients’ portfolios. Their traditional investment strategies consist of long-term purchases and short-term purchases. They also build fixed income ladders with varying lengths of maturities based on current economic and interest rate environments. For some clients, the use of mutual funds, ETFs, and REITs are appropriate. The firm primarily recommends large-cap common stocks. | Finance |
University of San Diego
University of San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Woodbury University
Woodbury University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Wellness Community Valley | |
Cerity Partners Ventures
Cerity Partners Ventures Investment ManagersFinance CPV invests in companies located in the United States. The firm targets companies operating across a broad range of sectors and industries. It provides financing for early stage capital requirements. Touchdown Venture reorganized on September 19th, 2024, with acquisition by Cerity Partners LLC to form Cerity Partners Ventures. | Finance |
















