Ann Bolitho

Regulatory Deposit Services and Reporting Associate II at First Tech Federal Credit Union
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Contact Information
us****@****om
(386) 825-5501
Location
Portland

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Experience

  • First Tech Federal Credit Union
    • United States
    • Financial Services
    • 700 & Above Employee
    • Regulatory Deposit Services and Reporting Associate II
      • May 2022 - Present

    • Financial Services Representative II
      • Oct 2020 - Present

      Beaverton, Oregon, United States

  • U.S. Bancorp Investments, Inc.
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Supervision Principal
      • Sep 2016 - Sep 2017

      Portland, Oregon Area

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Complex Risk Officer
      • May 2012 - Sep 2017

      Portland, Oregon Metropolitan Area

    • Complex Risk Officer
      • Oct 1985 - Sep 2016

      Portland, Oregon Area * Apply and enforce all internal and external policies regarding client and Firm risk. * Review and ensure completion of continuing education. * Member of a risk management team covering nine branches in Oregon and southern Washington. * Responsible for client account suitability review to ensure adherence to the highest industry standards. * Thirty continuous years with Morgan Stanley and its predecessors.

Education

  • California State University, Fresno
    ENGLISH LANGUAGE AND LITERATURE/LETTERS

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