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Chuck Jones’ profession has spanned twelve years as an fairness analyst, 16 years in quite a lot of roles at IBM and maximum not too long ago as a Wealth Strategist with Northern Consider.
At Northern Consider he evolved and carried out a go-to-market option to introduce Funding Control and Consider Services and products to Generation Executives and Non-public Fairness Companions. Using a variety of contacts within the Generation, Existence Sciences and VC worlds he was once in a position to resolve the monetary targets and targets of people and households. He then introduced in key companions to expand distinctive methods to satisfy them.
At Atlantic Consider Non-public Wealth Control he was once one in every of two analysts that made up our minds the era holdings with … Extra {hardware}, device, services and products and Web corporations being his number one focal point. Using intensive monetary modeling, conferences with corporate C-level control and business contacts and his wisdom of IT and the monetary markets he beat key business benchmarks six consecutive years. He additionally was once very visual with common appearances on CNBC, Bloomberg tv and radio and a couple of publications.
Sooner than becoming a member of Atlantic Consider in 2001, Chuck was once the lead analyst for the Web Safety Device section for Smith Barney. He authored essentially the most complete business record “Web Safety Device: The Final Web Infrastructure” and an leading edge research of deferred earnings “Breaking the Code on Deferred Income”. His first entree to the monetary neighborhood was once at Salomon Brothers following the Undertaking Server {Hardware} corporations similar to IBM, Hewlett-Packard and Solar Microsystems.
Previous to turning into an fairness analyst Chuck spent 16 years at IBM the place he held a lot of gross sales and production positions. He certified for ten consecutive 100% golf equipment with a couple of gross sales awards together with a President’s award. He labored on multi-year gross sales and implementation tasks for answers that encompassed 1000’s of end-user methods to mainframes, software and device device, services and products and financing. His preliminary jobs at IBM concerned interfacing between production and gross sales to venture call for for garage methods and figuring out manufacturing schedules.
Chuck has a B.S. in Business Engineering from Stanford College and a Postgraduate Degree in Economics from the College of Sussex, England, whilst on a Rotary Global Fellowship Scholarship.
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