Patricia Smale
Scottsdale,AZ
Summary
My Financial career spanned 34 years. I worked in multiple departments of a bank (JPMorgan Chase) and Northern Trust, always as an analyst in various capacities. My most recent job was with a small private firm with focus on fee-based discretionary money management.
I have always been active as a volunteer and supporter of non-profit organizations.
Overview
30
30
years of professional experience
Work History
Investment Portfolio Manager and Analyst
Capital Growth, Inc.
03.2001 - 12.2018
- Communicated market developments and portfolio changes to clients.
- Developed strategies to minimize risk exposures.
- Provided discretionary portfolio composition
- Implemented investment portfolios for individual clients.
- Analyzed capital markets and collaborate with firm principal to chose appropriate investment vehicles.
Senior Portfolio Manager
Northern Trust, Inc.
01.1998 - 03.2001
- Implement investment strategies for high net worth clients
- Work with sales staff to communicate market outlook and investment style.
- Assist clients in determining their risk profiles.
Various Capital Markets Positions
JPMorgan Chase
06.1989 - 02.2001
- Stock and Bond analysis provided to portfolio and fund managers.
Education
CFA Charterholder - Finance
CFA Institute
Charlottesville, VA08.1992
MBA - Finance
University of Houston
Houston, TX05.1989
Bachelor of Arts - Psychology
University of Houston
Houston, TX1987
Skills
- Due Diligence
- Market Understanding
- Client Relationship Management
- Communication of key strategies
- Financial Statement Analysis
Affiliations
Member, CFA Institute
Timeline
Investment Portfolio Manager and Analyst
Capital Growth, Inc.
03.2001 - 12.2018
Senior Portfolio Manager
Northern Trust, Inc.
01.1998 - 03.2001
Various Capital Markets Positions
JPMorgan Chase
06.1989 - 02.2001
CFA Charterholder - Finance
CFA Institute
MBA - Finance
University of Houston
Bachelor of Arts - Psychology
University of Houston
Similar Profiles
Ryan MacquenaRyan Macquena
Trainer Sales Agent at Capital GrowthTrainer Sales Agent at Capital Growth
Jabulani MakhubaloJabulani Makhubalo
Sales Trainer at Capital GrowthSales Trainer at Capital Growth
Josh DeasonJosh Deason
Accountant at Capital Growth BuchalterAccountant at Capital Growth Buchalter