Wendy L. Zona

Finance

Consumer Services

Profile

Prior to joining Roble Belko in June 2006, Ms. Zona obtained a wealth of experience in the financial industry.
She began her career at Morgan Stanley in New York working as a trading assistant and controller in the Securitized Bond Trading area.
Her roles included reporting profit and loss, performing bond price analysis, managing trader inventory and resolving trade issues.
Ms. Zona relocated to Pittsburgh in July 2004 and assumed a role at Legg Mason as a sales assistant in the Institutional Fixed Income area, where she focused on operations and maintaining client relationships.
Ms. Zona graduated from Pennsylvania State University in 1999 with a BA in Accounting and Finance.

Former positions of Wendy L. Zona

Companies	Position	End
Roble Belko & Co., Inc Roble Belko & Co., Inc Investment ManagersFinance Roble Belko & Co., Inc. (Roble) is an independent, SEC-registered investment advisor headquartered in Sewickley, Pennsylvania. The firm was founded by Roger Roble in 2000 as Roble Belko & Co. Roble provides advisory services to various types of clients, such as individuals, trusts, corporations, pension/profit sharing plans, and charitable organizations.	Analyst-Equity	30/04/2009
Legg Mason & Co. LLC (New York)	Corporate Officer/Principal	-
MORGAN STANLEY	Corporate Officer/Principal	-

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Training of Wendy L. Zona

The Pennsylvania State University

Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Linked companies

Listed companies	1
MORGAN STANLEY	Finance

Private companies	2
Roble Belko & Co., Inc Roble Belko & Co., Inc Investment ManagersFinance Roble Belko & Co., Inc. (Roble) is an independent, SEC-registered investment advisor headquartered in Sewickley, Pennsylvania. The firm was founded by Roger Roble in 2000 as Roble Belko & Co. Roble provides advisory services to various types of clients, such as individuals, trusts, corporations, pension/profit sharing plans, and charitable organizations.	Finance
Legg Mason & Co. LLC (New York)