Profile
Prior to joining Capital Management Associates in 2006, Ms. Soule was a Senior Custody Specialist overseeing a group of Portfolio Administrators at State Street Corporation in Boston, MA.
From 2000 to 2005 she worked within Mutual Funds and Client Services departments at State Street Corporation.
She handled trading, exceptions, daily reporting, loss prevention, while also maintaining relationships with her Investment Managers, ensuring accuracy and excellent service.
In 1998, she also worked as work flow coordinator for Fleet Bank for 2 years in the non- sufficient funds department while she completed her Degree in Business Management from Aquinas College, in Milton, MA.
She is based in the Orlando, Florida headquarters.
Former positions of Ana Soule
| Companies | Position | End |
|---|---|---|
| STATE STREET CORPORATION | Corporate Officer/Principal | 30/12/2005 |
Capital Management Associates LLC
 Capital Management Associates LLC Investment ManagersFinance Founded in 2004 by David Russo and Beth Lang, Capital Management Associates LLC is a registered investment advisor located in Orlando, Florida. The firm is a Capital Management Associates, Inc. (CMA) is a subsidiary of ICC Capital Management, Inc. They provide wealth management services to private clients and also manage investments for various police, fire and general employee pension funds and several union pension funds. In addition, Capital Management Associates manages assets for non-profit eleemosynary organizations. | Sales & Marketing | - |
Training of Ana Soule
| Aquinas College (Michigan) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| STATE STREET CORPORATION | Finance |
| Private companies | 1 |
|---|---|
Capital Management Associates LLC
Capital Management Associates LLC Investment ManagersFinance Founded in 2004 by David Russo and Beth Lang, Capital Management Associates LLC is a registered investment advisor located in Orlando, Florida. The firm is a Capital Management Associates, Inc. (CMA) is a subsidiary of ICC Capital Management, Inc. They provide wealth management services to private clients and also manage investments for various police, fire and general employee pension funds and several union pension funds. In addition, Capital Management Associates manages assets for non-profit eleemosynary organizations. | Finance |
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