Jeani Theresa Winterbourne

President at Steward Partners Investment Solutions LLC

Finance

Consumer Services

Profile

Ms. Jeani T.
Winterbourne is a President, Chief Service Strategy Officer & Chief Operating Officer at Steward Partners Investment Solutions LLC.
Ms. Winterbourne was previously employed as a Principal by UBS Financial Services, Inc. and a Manager by Smith Barney, Inc. She received her undergraduate degree from The California State University.

Jeani Theresa Winterbourne active positions

Companies	Position	Start
Steward Partners Investment Solutions LLC Steward Partners Investment Solutions LLC Investment Banks/BrokersFinance Steward Partners Investment Solutions LLC (SPIS) is a broker/dealer headquartered in Portland, Oregon. Formerly known as Umpqua Investments, Inc., the firm was founded in 1928 as Strand, Atkinson, Williams & York, Inc. They are a subsidiary of Steward Partners Holdings LLC. SPIS provides a full array of trading and execution services for their clients.	President	01/03/2009

All active positions of Jeani Theresa Winterbourne

Former positions of Jeani Theresa Winterbourne

Companies	Position	End
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.	Corporate Officer/Principal	31/03/2009
Smith Barney, Inc. Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research	Corporate Officer/Principal	30/11/2006

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Training of Jeani Theresa Winterbourne

The California State University

Undergraduate Degree

Experiences
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Linked companies

Private companies	3
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.	Finance
Steward Partners Investment Solutions LLC Steward Partners Investment Solutions LLC Investment Banks/BrokersFinance Steward Partners Investment Solutions LLC (SPIS) is a broker/dealer headquartered in Portland, Oregon. Formerly known as Umpqua Investments, Inc., the firm was founded in 1928 as Strand, Atkinson, Williams & York, Inc. They are a subsidiary of Steward Partners Holdings LLC. SPIS provides a full array of trading and execution services for their clients.	Finance
Smith Barney, Inc. Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research	Finance

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