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This profile was last updated on 12/27/13  and contains information from public web pages and contributions from the ZoomInfo community.

Jacqueline A. Bell

Wrong Jacqueline A. Bell?

Director, Portfolio Management

Dowling & Yahnke LLC
12340 El Camino Real Suite 300
San Diego, California 92130
United States

Company Description: Dowling & Yahnke is firmly committed to the San Diego community. Our team devotes service hours, in addition to financial support, to numerous worthy causes each...   more
Background

Employment History

  • Portfolio Manager
    Dowling & Yahnke LLC
  • President
    Bird Rock Community Council
  • Vice President of the Board
    Bird Rock Community Council

Board Memberships and Affiliations

Education

  • Bachelor of Arts degree
    Harvard University
  • History and Science
    Harvard University
14 Total References
Web References
Jacqueline A. Bell - San Diego Wealth Management
www.dywealth.com, 27 Dec 2013 [cached]
Jacqueline A. Bell, CFA, CFP® Director
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.).
Jacqueline is a member of the CFA Institute, the CFA Society of San Diego, Inc., the Financial Planning Association (FPA), and the Harvard Club of San Diego. She also serves on the board of the San Diego Women's Foundation and is President of the Bird Rock Community Council. Born and raised in Jamaica, Jacqueline enjoys living in La Jolla.
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Jacqueline A. Bell Director
Our Board | The San Diego Women's Foundation
www.sdwomensfoundation.org, 3 Jan 2014 [cached]
Jacqueline Bell
...
Jacqueline Bell, governance chair 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 Vice President of the board of the Bird Rock Community Council. Since joining the Women's Foundation, she has been active with the Grants Committee.
Our Team - San Diego Wealth Management
www.dywealth.com, 27 Dec 2013 [cached]
Jacqueline A. Bell CFA, CFP® Director
...
Jacqueline A. Bell, CFA, CFP® - Director
Mark J. Muñoz - San Diego Wealth Management
www.dywealth.com, 27 Dec 2013 [cached]
Jacqueline A. Bell Director
Jacqueline Bell (14) ...
www.dywealth.com, 27 Dec 2013 [cached]
Jacqueline Bell (14)
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