Quest Investment Management, Llc 2007 - 2015
Vice President
Bank of Hawaii 2005 - 2007
Vice President and Portfolio Manager - Equities, Asset Management Group
Financial Management Advisors 1998 - 2005
Vice President and Portfolio Manager - Equities
Cutler & Company 1991 - 1998
Vice President and Portfolio Manager - Equities
Callan 1986 - 1990
Associate Consultant
Education:
University of Washington
Master of Business Administration, Masters, Accounting, Finance
University of Washington
Bachelors, Civil Engineering
Skills:
Fundamental and Quantitative Analysis Top Down Macroeconomics Bottom Up Stock Selection Idea Generation Portfolio Risk Management Financial Statement Analysis Relative Value Recommendations Evaluate Economic and Market Forecasts Portfolio Management Equities Investment Strategies Investment Management
Languages:
English
Certifications:
Chartered Financial Analyst (Cfa) Certified Public Accountant (Cpa) Inactive Certificate Holder, State of Washington Cfa Institute