Experience

Montecito Bank & Trust

• United States
• Banking
• 100 - 200 Employee

• VP/Senior Portfolio Manager

  • Nov 2022 - Present

  Montecito, California, United States Providing a World Class Experience to internal partners and community members by building high trusting relationships, coordinating Wealth Management investment activities, and managing assigned account relationships.



Kimsa

• United States
• Financial Services
• 1 - 100 Employee

• Director of Research & Investments

  • Nov 2020 - Nov 2022

  Portland, Oregon Metropolitan Area Oversees, develops, and designs the company’s research and investments policies, objectives, and strategies. Oversees company policies and bylaws to ensure alignment with regulatory guidelines. Develops research goals and objectives that satisfy the company vision while incorporating continual process improvement. Designs strategies that fulfill the company’s goals and objectives and advance their fiduciary duty. Responsible for meeting the strategy objectives through rigorous due… Show more Oversees, develops, and designs the company’s research and investments policies, objectives, and strategies. Oversees company policies and bylaws to ensure alignment with regulatory guidelines. Develops research goals and objectives that satisfy the company vision while incorporating continual process improvement. Designs strategies that fulfill the company’s goals and objectives and advance their fiduciary duty. Responsible for meeting the strategy objectives through rigorous due diligence, back testing, optimization, and verification. Conducts thorough due diligence of potential investment options, products, and vehicles. Back tests all current strategies and any potential changes using data driven methods. Optimize outcomes to eliminate redundancy, ensure efficiency, and increase efficacy. Verify strategy implementation continually exceeds targeted confidence intervals. Reviews final Investment Policy Statements (IPS) to certify recommended asset allocation corresponds to the client’s investment objectives while maintaining the highest levels of prudence, due diligence, and the fiduciary standard. Show less



Fisher Investments

• Investment Counselor

  • Mar 2018 - Nov 2020

  Camas, Washington Manage a roster of 150+ high net worth clients, Contact all clients on a quarterly basis as well as conduct annual financial reviews. Ensure that the client investment objects are captured clearly and targeted appropriately. Communicate all portfolio strategy changes, educate clients on Fisher Investments philosophy, and help them understand current market events and conditions. Overall, help the client stay on track to reach their investment goals.



Northwest Investment Counselors, LLC

• Financial Services
• 1 - 100 Employee

• Portfolio Manager

  • Apr 2014 - Mar 2018

  Lake Oswego, Oregon • Conduct client meetings to ensure alignment of investment portfolio with financial objectives • Collaborate with other portfolio managers to publish quarterly newsletters • Contribute to presentation material for quarterly client events • Research and propose additions to three separate stock portfolios • Build qualitative and quantitative investment models to value and screen potential portfolio additions • Invest and rebalance client portfolios in accordance with the… Show more • Conduct client meetings to ensure alignment of investment portfolio with financial objectives • Collaborate with other portfolio managers to publish quarterly newsletters • Contribute to presentation material for quarterly client events • Research and propose additions to three separate stock portfolios • Build qualitative and quantitative investment models to value and screen potential portfolio additions • Invest and rebalance client portfolios in accordance with the Investment Policy Statement

• Associate Portfolio Manager

  • Mar 2013 - Apr 2014

  Lake Oswego, Oregon • Conduct client meetings to ensure alignment of investment portfolio with financial objectives • Contribute to presentation material for quarterly client events • Build qualitative and quantitative investment models to value and screen potential portfolio additions • Invest and rebalance client portfolios in accordance with the Investment Policy Statement

• Portfolio Administrator

  • Apr 2012 - Mar 2013

  Lake Oswego Perform daily download, reconciliation, account maintenance, client service and requests, trading, and assist in equity and fixed income research and account rebalancing.



Pacfic Coast Investment Advisors

• Investment Advisor Representative

  • Jun 2008 - Apr 2012

  Lake Oswego Performed database reconciliation, portfolio re-balancing, trading, trade allocations marketing, website development, client service, regulatory compliance, equity research, portfolio quantitative analysis, business development, reporting, and monthly newsletter creation and editing. Also, developed proprietary valuation metrics for potential equity inclusion in large-cap blend portfolio. Earned Series 65 and Life & Health Insurance license. Assisted clients with insurance needs, risk… Show more Performed database reconciliation, portfolio re-balancing, trading, trade allocations marketing, website development, client service, regulatory compliance, equity research, portfolio quantitative analysis, business development, reporting, and monthly newsletter creation and editing. Also, developed proprietary valuation metrics for potential equity inclusion in large-cap blend portfolio. Earned Series 65 and Life & Health Insurance license. Assisted clients with insurance needs, risk tolerance & account objectives, and prudent asset allocation. Show less



Pacific Coast Investment Advisors, LLC.

• Investment Assistant

  • Jun 2006 - Jun 2008

  Lake Oswego Oregon Internship included portfolio re-balancing, data reconciliation, office maintenance, and preservation of client confidentiality.



Laurelwood United Methodist Church

• Pianist

  • Sep 2002 - Jun 2004

  Portland, Oregon Performed and lead weekly worship services as well as funerals and baptisms.