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This profile was last updated on 7/28/01  and contains information from public web pages.

Jane A. Stackpole

Wrong Jane A. Stackpole?

Vice President of Marketing and C...

UNX Inc
Phone: (818) ***-****  HQ Phone
UNX LLC
175 East Olive Avenue Second Floor
Burbank , California 91502
United States

Company Description: UNX is an independent trading technology firm and agency broker providing advanced electronic trading solutions and premium services for institutional investors....   more
Background

Employment History

Education

  • Bachelor of Arts
    Harvard University
  • M.B.A.
    Amos Tuck School at Dartmouth College
Web References
[unx] Management Team
demo.unx.com, 28 July 2001 [cached]
Jane A. Stackpole , Vice President of Marketing and Corporate Communications
Jane brings to UNX a wealth of experience in the brokerage industry , much of it in the institutional marketplace.Before joining UNX , Jane spent three years with Charles Schwab and Co. , Inc..She led large multi-disciplinary product development initiatives for both Schwab's $250 billion registered investment advisor and $750 billion retail investor audiences , including an initiative to develop a stock-basket offering.Prior to Schwab , Jane spent five years with Fidelity Investments in Boston and London.Her responsibilities included client segmentation , segment management , market research and product development for the investment advisor marketplace.
Previous career experience includes serving as a consultant with Mercer Management Consulting , working in both their business strategy and financial services groups.Jane is a Certified Financial Planner.She earned an M.B.A. from the Amos Tuck School at Dartmouth College and a Bachelor of Arts in Social Theory from Harvard University , cum laude.She holds NASD Series 7 , 24 and 63 registrations.
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Copyright © 2001 UNX , Inc. all rights reserved
[unx] Management Team
www.unx.com, 8 June 2001 [cached]
Jane A. Stackpole , Vice President of Marketing and Corporate Communications
Jane brings to UNX a wealth of experience in the brokerage industry , much of it in the institutional marketplace.Before joining UNX , Jane spent three years with Charles Schwab and Co. , Inc.She led large multi-disciplinary product development initiatives for both Schwab's $250 billion registered investment advisor and $750 billion retail investor audiences , including an initiative to develop a stock-basket offering.Prior to Schwab , Jane spent five years with Fidelity Investments in Boston and London.Her responsibilities included client segmentation , segment management , market research and product development for the investment advisor marketplace.
Previous career experience includes serving as a consultant with Mercer Management Consulting , working in both their business strategy and financial services groups.Jane is a Certified Financial Planner.She earned an M.B.A. from the Amos Tuck School at Dartmouth College and a Bachelor of Arts in Social Theory from Harvard University , cum laude.She holds NASD Series 7 , 24 and 63 registrations.
PreviousNext
Copyright © 2001 UNX , Inc. all rights reserved
SAWire.com
www.wrapaccountwire.com, 14 May 2001 [cached]
Retail clients are questioning RIA use of mutual funds , said Jane Stackpole , vice president of marketing at UNX , so RIAs are using us to transition to individual securities..The preference shifts in investment vehicles are part and parcel of a strategy to increase distribution through partnerships.UNX expects the alliance with SCM's market-timing affiliates to open some cost-saving eyes , helping to capture the active-trading segment that generates big bucks for the commission-compensated brokerage.
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