Donna Jean Baggerly
Chief Investment Officer bei Catastrophe Reinsurance Co.
Profil
Ms. Donna J.
Baggerly, CFA MBA, is a Vice President of Insurance Portfolios at USAA Asset Management Co. and a Chief Investment Officer at Catastrophe Reinsurance Co. She joined USAA in 1995 as a Securities Analyst in the Fixed-Income Research Department, and she became a Senior Securities Analyst in 1997.
Prior to joining USAA, Ms. Baggerly was a Fixed-Income Securities Analyst at Allstate Insurance Company from 1990 to 1995 and worked with The Franklin Life Insurance Company as a Fixed-Income Analyst from 1987 to 1990.
Ms. Baggerly earned a Master of Business Administration from St. Mary's University at San Antonio, TX, and a Bachelor of Science in finance from Eastern Illinois University at Charleston, IL.
She holds a Chartered Financial Analyst designation and is a member of the CFA Institute and the San Antonio Financial Analysts Society.
Aktive Positionen von Donna Jean Baggerly
Unternehmen | Position | Beginn |
---|---|---|
Catastrophe Reinsurance Co.
Catastrophe Reinsurance Co. Multi-Line InsuranceFinance Founded in 2006, Catastrophe Reinsurance Co. is a property/casualty insurance company located in San Antonio, Texas. | Chief Investment Officer | 10.03.2011 |
Ehemalige bekannte Positionen von Donna Jean Baggerly
Unternehmen | Position | Ende |
---|---|---|
Allstate Insurance Co.
Allstate Insurance Co. Multi-Line InsuranceFinance Allstate Insurance Co. provides insurance and financial services. It offers property, liability, life, reinsurance and commercial insurance services. The firm's clients include individuals, institutions and commercial organizations. The company was founded in 1931 and is headquartered in Dallas, TX. | Corporate Officer/Principal | 31.12.1994 |
Franklin Life Insurance Co.
Franklin Life Insurance Co. Miscellaneous Commercial ServicesCommercial Services Franklin Life Insurance Co. provides insurance training and services. It offers its services in different parts of the United States. The company is headquartered in Springfield, IL | Corporate Officer/Principal | 31.12.1989 |
USAA Asset Management Co.
USAA Asset Management Co. Investment ManagersFinance USAA Asset Management Co. (AMCO) is a registered investment advisor headquartered in San Antonio, Texas. The firm is a subsidiary of USAA Investment Corp., itself a subsidiary the United Services Automobile Association. They are affiliated with USAA Investment Management Co. and USAA Financial Advisors Inc., both registered broker dealers. AMCO serves as an investment adviser to USAA Mutual Funds Trust and USAA ETF Trust. They also serve as an investment adviser to affiliated investment portfolios, including the USAA insurance, holding company, and federal savings bank proprietary accounts. | Analyst-Festverzinsliche Wertpapiere | 01.01.2016 |
United Services Automobile Association
United Services Automobile Association Miscellaneous Commercial ServicesCommercial Services United Services Automobile Association provides insurance, banking and investment services. Its products include renters insurance, flood and life insurance, checking savings accounts, certificate of deposits, stocks and options, USAA mutual funds, USAA 529 savings plan, mortgages, and individual retirement account. The company was founded in 1922 and is headquartered in San Antonio, TX. | Chief Investment Officer | - |
USAA Investment Services Co.
USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Portfolio Manager-Fixed Income | - |
Ausbildung von Donna Jean Baggerly
Eastern Illinois University | Undergraduate Degree |
St. Mary's University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 6 |
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USAA Investment Services Co.
USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Finance |
Allstate Insurance Co.
Allstate Insurance Co. Multi-Line InsuranceFinance Allstate Insurance Co. provides insurance and financial services. It offers property, liability, life, reinsurance and commercial insurance services. The firm's clients include individuals, institutions and commercial organizations. The company was founded in 1931 and is headquartered in Dallas, TX. | Finance |
Franklin Life Insurance Co.
Franklin Life Insurance Co. Miscellaneous Commercial ServicesCommercial Services Franklin Life Insurance Co. provides insurance training and services. It offers its services in different parts of the United States. The company is headquartered in Springfield, IL | Commercial Services |
United Services Automobile Association
United Services Automobile Association Miscellaneous Commercial ServicesCommercial Services United Services Automobile Association provides insurance, banking and investment services. Its products include renters insurance, flood and life insurance, checking savings accounts, certificate of deposits, stocks and options, USAA mutual funds, USAA 529 savings plan, mortgages, and individual retirement account. The company was founded in 1922 and is headquartered in San Antonio, TX. | Commercial Services |
Catastrophe Reinsurance Co.
Catastrophe Reinsurance Co. Multi-Line InsuranceFinance Founded in 2006, Catastrophe Reinsurance Co. is a property/casualty insurance company located in San Antonio, Texas. | Finance |
USAA Asset Management Co.
USAA Asset Management Co. Investment ManagersFinance USAA Asset Management Co. (AMCO) is a registered investment advisor headquartered in San Antonio, Texas. The firm is a subsidiary of USAA Investment Corp., itself a subsidiary the United Services Automobile Association. They are affiliated with USAA Investment Management Co. and USAA Financial Advisors Inc., both registered broker dealers. AMCO serves as an investment adviser to USAA Mutual Funds Trust and USAA ETF Trust. They also serve as an investment adviser to affiliated investment portfolios, including the USAA insurance, holding company, and federal savings bank proprietary accounts. | Finance |