Jeannine brings over 16 years of investment management experience to her role as business analyst with Cardinal Capital. Jeannine performs daily account activity monitoring, handling money transfers, trading, preparing client reporting, and providing marketing and compliance support for Cardinal. Prior to joining Cardinal, she managed the compliance, operations and human resources departments for the North Carolina Private Client Group Retail Branch of Wachovia Securities. Jeannine is FINRA Series 7, 63, 65 and 9/10 licensed. Prior to her position at the Retail Branch, she was a compliance officer for Wachovia Securities headquarters and a senior registered sales and marketing associate with Smith Barney in Englewood, CO.
Jeannine brings over 16 years of investment management experience to her role as business analyst with Cardinal Capital. Jeannine performs daily account activity monitoring, handling money transfers, trading, preparing client reporting, and providing marketing and compliance support for Cardinal. Prior to joining Cardinal, she managed the compliance, operations and human resources departments for the North Carolina Private Client Group Retail Branch of Wachovia Securities. Jeannine is FINRA Series 7, 63, 65 and 9/10 licensed. Prior to her position at the Retail Branch, she was a compliance officer for Wachovia Securities headquarters and a senior registered sales and marketing associate with Smith Barney in Englewood, CO.