Diligent banking professional with unsurpassed attention to detail and superior ethics. Focused on balancing customer needs with bank security requirements and sales targets. Knowledgeable about regulatory requirements and protection protocols. Comfortable working alone or with team members to accomplish tasks and enhance processes.
Boxer Opportunity Fund Spring & Fall 2020 Objective:
Provide business students of Pacific University with an opportunity to learn more about and apply what they learn about the process of selecting securities, building and managing portfolios with different goals and restrictions in place. Performed the necessary functions of security analysts and a member of the investment committee. Accomplished the investment goal of the fund to maximize long-term rate of return consistent with prudent risk limits.