Steven Brian Jones

Current Employers

Employment History

• 03/2010 → Present
  Thrivent Investment Management Inc
  Poughkeepsie, NY
• 06/2010 → Present
  Thrivent Financial For Lutherans
  Appleton, WI

Other Businesses

MID-HUDSON LOVE IN THE NAME OF CHRIST: POSITION: President, Board of Directors NATURE: Non-profit charitable organization that ministers to needy individuals and families INVESTMENT RELATED:No NUMBER OF HOURS:8 SECURITIES TRADING HOURS:0 START DATE: 1/1/2012 DESCRIPTION: Legal accountability, financial planning and control, resource development, personnel especially of the executive directo, planning, continuity, policy and decision making, marketing and public relations , and program evaluation. OVERLOOK ESTATE ASSOCIATION POSITION: Bookkeeper NATURE: Overlook Estates Association is a membership social club of homeowners in my neighborhood. There are about 130 homes but membership is voluntary and about 75 households choose to join each year. The board of directors plans social activities that members and their guests are eligible to participate in. Dues is $30 per year per household. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 02/03/2024 ADDRESS: 25 Schyler Dr, Poughkeepsie NY 12603, United States DESCRIPTION: Duties will include: receiving membership dues checks and depositing into the credit union accounts- assembling and presenting account balances and income/expense reports to the board (about six meetings per year) and the annual membership meeting. Expenses are authorized by the Treasurer via that person's signature. THE LUTHERAN CARE NETWORK - LUTHERAN CARE CENTER AFFILIATE POSITION: Board President NATURE: Lutheran Care Center at Concord Village: Licensed skilled nursing care center Castle Court at Concord Village: HUD-sponsored facility that offers 60private residences for elderly people who meet the HUD guidelines for low-income housing. The Kings Apartments (Pawling, NY): HUD-sponsored facility that offers 75 private residences for elderly people who meet the HUD guidelines for low-income housing. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/16/2018 ADDRESS: 965 Dutchess Turnpike, Poughkeepsie NY 12603, United States DESCRIPTION: Support and Evaluate the Chief ExecutiveEnsure Adequate Resources, Contributed Revenue, Earned Revenue, Government SupportProtect Assets and Provide Financial Oversight, Monitoring Money Management, Providing Audit Oversight Ensure Legal and Ethical Integrity, Compliance, Transparency, and AccountabilityEnhance the Organization's Public Standing, Advocating for MissionAs President chair the board of directors meetings.

Exams

• S66 Uniform Combined State Law Examination
  2010-06-05

Other Names

• Steven B Jones