Worked in banking and investments for 30 years, starting as a teller and working up to VP of Investments.
I am dependable, smart and capable.
Investment manager for high net worth individuals
Series 63,65, 66 licenses
Registered Investment Advisor
Portfolio management included stocks, bonds, mutual funds, REITS, and ETFs.
Managed bank clients investment portfolios
Educated bank personnel on economic trends and investment strategies
Analytical and data driven with a long career in financial services
Served for 20 years on the investment committee of the Women's Foundation of Minnesota I was instrumental in implementing their PRI (Program Related Investments) strategy, replacing a portion of fixed income allocation to PRI loans
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