KJ
 

Karen Jones, CPA Australia

Managing Director
PFM Asset Management LLC
Contact

213 Market Street
Harrisburg, PA 17101

joneska@pfm.com

Specialties
Asset Management

Education
B.Bus Swinburne University of Technology, Victoria, Australia
MBA Monash University, Victoria, Australia

Professional Designations or Licenses
CPA Australia

Started with PFM: 2018

Started in the Field: 1990

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Karen has management responsibilities for accounting and administration for PFM’s asset management business, including portfolio accounting, and client billing. She supervises a staff that annually processes over 100,000 security transactions with an average daily trade volume of nearly $2 billion.

Karen has extensive experience as a senior accounting and finance executive, most recently with Bank of America in Charlotte, NC, where she was a Director for Centralized Regulatory Reporting. Prior to that she was Global Controller for General Electric Capital in Norwalk, CT, and served tours with ABN AMRO, the World Bank Group in Washington DC, and with several global banks in London and Australia.
KJ
 
Contact

213 Market Street
Harrisburg, PA 17101

joneska@pfm.com

Specialties
Asset Management

Education
B.Bus Swinburne University of Technology, Victoria, Australia
MBA Monash University, Victoria, Australia

Professional Designations or Licenses
CPA Australia

Started with PFM: 2018

Started in the Field: 1990

Print/Save as PDF

Download Vcard

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