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Wrong Jacqueline Bell?

Jacqueline A. Bell

President of the Board

Bird Rock Community Council

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Bird Rock Community Council

5666 La Jolla Blvd. # 168

La Jolla, California,92037

United States

Company Description

Bird Rock Community Council Home Page, Welcome, Treasured, Neighborhood, Bird, Rock, Unique, Coastal, Community, Blessed, With, Natural, Beauty, Great, Weather, Vibrant, Residents, Friendly, Merchants, Come, Visit, Website, Often, Learn, About, Dining...more

Background Information

Employment History

Director and Portfolio Manager

Dowling & Yahnke LLC


Affiliations

The San Diego Women's Foundation

Board Member


The San Diego Foundation

Member


Harvard Club of San Diego

Member


CFA Society of San Diego Inc

Member


CFA Institute

Member


Financial Planning Association

Member


Coastal Community Foundation

Advisory Board Member


Scripps Mercy Hospital Foundation

Board Member


Canyon Crest Academy Dollars for Scholars

, Board of Directors Member


Education

Bachelor of Arts degree

Harvard University


Web References(25 Total References)


Our Board - San Diego Womens Foundation

www.sdwomensfoundation.org [cached]

Jacqueline Bell, Finance Chair & CFO
Financial Advisor Jacqueline brings more than 20 years of experience in investment management, including 10 years managing a global equity mutual fund for a Wall Street firm. She joined independent investment advisory firm Dowling & Yahnke in 2007 and continues to advise both private and institutional clients. Jacqueline attended Harvard University where she graduated magna cum laude. She holds the designations Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). Jacqueline serves as President of the board of the Bird Rock Community Council. Since joining the Women's Foundation, she has been active with the Grants and Governance Committees.


Our Board | The San Diego Women's Foundation

www.sdwomensfoundation.org [cached]

Jacqueline Bell
Jacqueline Bell, Treasurer & Finance Chair Financial Advisor Jacqueline brings more than 20 years of experience in investment management, including 10 years managing a global equity mutual fund for a Wall Street firm. She joined independent investment advisory firm Dowling & Yahnke in 2007 and continues to advise both private and institutional clients. Jacqueline attended Harvard University where she graduated magna cum laude. She holds the designations Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). Jacqueline serves as President of the board of the Bird Rock Community Council. Since joining the Women's Foundation, she has been active with the Grants and Governance Committees.


Our Board | The San Diego Women's Foundation

www.sdwomensfoundation.org [cached]

Jacqueline Bell
Jacqueline Bell, Treasurer & Finance Chair Financial Advisor Jacqueline brings more than 20 years of experience in investment management, including 10 years managing a global equity mutual fund for a Wall Street firm. She joined independent investment advisory firm Dowling & Yahnke in 2007 and continues to advise both private and institutional clients. Jacqueline attended Harvard University where she graduated magna cum laude. She holds the designations Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). Jacqueline serves as President of the board of the Bird Rock Community Council. Since joining the Women's Foundation, she has been active with the Grants and Governance Committees.


Jacqueline A. Bell - San Diego Wealth Management

www.dywealth.com [cached]

Jacqueline A. Bell, CFA, CFP®
Director Jacqueline Bell is a Director at Dowling & Yahnke, an independent, fee-only registered investment adviser. Dowling & Yahnke provides comprehensive portfolio management and retirement planning. Located in San Diego, California, the Firm currently manages over $2.5 billion for more than 900 clients, primarily individuals, families, endowments and foundations. Since joining Dowling & Yahnke in 2007, Jacqueline has been managing client portfolios and relationships. She is a member of the Firm's Investment and Marketing Committees as well as a member of the Management team. Jacqueline holds the designations Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). She has a Bachelor of Arts degree from Harvard University, where she graduated magna cum laude in History and Science. Jacqueline has more than twenty years of experience in investment management, including ten years managing a global equity mutual fund for Merrill Lynch Investment Managers (now BlackRock, Inc.). Born and raised in Jamaica, Jacqueline enjoys living in La Jolla. Jacqueline A. Bell Director


Dowling & Yahnke, LLC - Wealth Management - Management Team Details

www.dywealth.com [cached]

Mark E. Dowling CFA, CFP® | Dale E. Yahnke CFA, CFP® | Paul R. Temby CFA, CFP® | William G. Beamer CFA, CFP® | Alana C. Asmussen CFA, CFP® | Jacqueline A. Bell CFA, CFP® | [IMG] Racquel Kolsrud CFP®, CDFAâ„¢ | Mark Muñoz | Karrol Gibbs CFP®, IACCPSM
Jacqueline A. Bell, CFA, CFP® Portfolio Manager Jacqueline holds the designations Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP ®), and has a Bachelor of Arts degree from Harvard University, where she graduated Magna Cum Laude in History and Science. Jacqueline joined Dowling & Yahnke in 2007. She has twenty years of experience in investment management, including ten years managing a global equity mutual fund for Merrill Lynch Investment Managers (now BlackRock, Inc.). Jacqueline is a member of the CFA Institute, the CFA Society of San Diego, Inc., the Financial Planning Association (FPA), the Harvard Club of San Diego, and the San Diego Women's Foundation. She also serves as Treasurer of the Board of Directors of the Bird Rock Community Council. Born and raised in Jamaica, Jacqueline enjoys living in La Jolla.


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