Share This Profile
Share this profile on Facebook.
Link to this profile on LinkedIn.
Tweet this profile on Twitter.
Email a link to this profile.
See other services through which you can share this profile.
This profile was last updated on 8/27/14  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

Board Memberships and Affiliations

Education

  • Bachelor of Arts degree
    Harvard University
  • History and Science
    Harvard University
21 Total References
Web References
Jacqueline A. Bell - San Diego Wealth Management
www.dywealth.com, 27 Aug 2014 [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
Our Board | The San Diego Women's Foundation
www.sdwomensfoundation.org, 19 Sept 2014 [cached]
Jacqueline Bell
...
Jacqueline Bell, Governance 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 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.
Jacqueline Bell, ...
www.birdrockcc.org, 2 Oct 2014 [cached]
Jacqueline Bell, President
Will G. Beamer - San Diego Wealth Management
www.dywealth.com, 27 Aug 2014 [cached]
Jacqueline A. Bell Director
Our Team - San Diego Wealth Management
www.dywealth.com, 27 Aug 2014 [cached]
Jacqueline A. Bell
...
Jacqueline A. Bell, CFA, CFP® - Director
Other People with the name "Bell":
Other ZoomInfo Searches
Accelerate your business with the industry's most comprehensive profiles on business people and companies.
Find business contacts by city, industry and title. Our B2B directory has just-verified and in-depth profiles, plus the market's top tools for searching, targeting and tracking.
Atlanta | Boston | Chicago | Houston | Los Angeles | New York
Browse ZoomInfo's business people directory. Our professional profiles include verified contact information, biography, work history, affiliations and more.
Browse ZoomInfo's company directory. Our company profiles include corporate background information, detailed descriptions, and links to comprehensive employee profiles with verified contact information.