Experience

Intrinsic Value Partners, LLC
• United States
• Financial Services
• 1 - 100 Employee
• Partner

  • Nov 2012 - Present


PacWest Financial Management Inc.

• Financial Planner/ Portfolio Manager

  • Aug 2005 - Nov 2012

  Financial Planner Gather and analyze data with respect to client goals, Develop and recommend solutions to resolve clients’ issues in areas of budgeting, investing, taxes, education funding, estate planning, mortgage refinancing, and insurance, Monitor and review client solutions Portfolio Manager Manage portfolios and relationships for high net worth households, Participate on firm’s investment committee to select individual stocks, bonds, mutual funds and ETFs for the approved investment list, Meet with clients to discuss market outlook, investments, performance, asset allocation, strategy, risk tolerance, and financial goals, Rebalance portfolios to match client’s desired investment objective Show less



PacWest Financial Mgt.

• United States
• Investment Management

• Operations Specialist

  • 2003 - 2005

  Maintained integrity of PortfolioCenter client data including transaction data, cost basis and performance returns for over 300 accounts Acted as liaison between the firm and the company’s multiple custodians Processed new account openings, asset transfers, trade orders, trust splits, and cost basis step-ups Maintained integrity of PortfolioCenter client data including transaction data, cost basis and performance returns for over 300 accounts Acted as liaison between the firm and the company’s multiple custodians Processed new account openings, asset transfers, trade orders, trust splits, and cost basis step-ups



American Express

• United States
• Financial Services
• 700 & Above Employee

• Sr. Industrial Engineer

  • 2000 - 2003

  Key Accomplishments: Created and implemented a metric for 3,000 phone reps which drove customer satisfaction by measuring issue resolution and request fulfillment accuracyManaged the project responsible for the company’s merchant voice response systemImplemented process improvement project which delivered $150,000 in savings

• Industrial Engineer

  • 1998 - 2000