Kathy Ann Jones

Finance

Consumer Services

Profile

Ms. Kathy A.
Jones, MBA is Vice President & Fixed Income Strategist at Charles Schwab Investment Management, Inc. Prior to joining Charles Schwab Investment Management, Inc. in April 2011, Ms. Jones worked as Executive Director at Morgan Stanley, Director at Citigroup and Executive Vice President at Prudential Securities.
She received her undergraduate degree in English Literature, with honors, from Northwestern University and her MBA in Finance from Northwestern University-Kellogg Graduate School of Management.

Former positions of Kathy Ann Jones

Companies	Position	End
Citigroup Global Markets, Inc. (Broker) Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.	Analyst-Equity	01/05/2004

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Training of Kathy Ann Jones

Northwestern University

Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies	1
Citigroup Global Markets, Inc. (Broker) Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.	Finance