Experience

Moreton Asset Management

• United States
• Investment Management
• 1 - 100 Employee

• Chief Operating Officer

  • Mar 2012 - Present

  My firm manages customized fixed income portfolios for institutional clients. Clients include public and private corporations, non-profits, municipalities, insurance companies, hospitals, credit unions, and community banks. Portfolios are designed to protect principal and target liquidity needs for clients. My firm manages customized fixed income portfolios for institutional clients. Clients include public and private corporations, non-profits, municipalities, insurance companies, hospitals, credit unions, and community banks. Portfolios are designed to protect principal and target liquidity needs for clients.



Zions Bank

• United States
• Banking
• 700 & Above Employee

• Portfolio Manager

  • Jan 2002 - Apr 2012

  Portfolio manager within the Zions Bank Liquid Asset Management group. I managed short-term fixed income portfolios for corporate and municipal clients of the bank. Portfolios are designed to achieve the following objectives: Preservation of principal, yield enhancement, and liquidity maintenance.

• Sales Assistant

  • Jul 2001 - Dec 2001

  Assisted traders and salespeople on the Zions Capital Markets trading floor with everyday tasks



Missionary Training Center

• Portuguese teacher

  • 1997 - 2000

  Taught 8-week course on the Portuguese language and teaching methods and principles to groups of 8 to 10 individuals preparing to give volunteer service in Brazil and Portugal. Taught 8-week course on the Portuguese language and teaching methods and principles to groups of 8 to 10 individuals preparing to give volunteer service in Brazil and Portugal.