Manage investment portfolios for individuals, pensions and trusts and provide key planning advice.
Publish financial, economic and corporate governance related research.
Internationally recognized as a leader in evaluating interest rate trends, mergers, technology developments, stock options and other compensation programs, accounting and regulatory rules and corporate governance matters.
Widely quoted in the NY Times, Bloomberg, Barrons, USA Today, Oregonian and other leading publications.
Internationally recognized as a leader in analyzing and understanding complex business situations.
Advance important corporate governance issues to increase market transparency.
My overall goal is to earn clients trust and be recognized for high quality work.
Previous Professional Experience:
Chief Financial Officer – MaPS Credit Union
Senior Analyst and Portfolio Manager – US Bancorp
Financial Analyst and Business Planner – Sharp Microeletronics
Auditor and Systems Consultant – Arthur Andersen (1985-87, the best CPA firm at the time)
Rural Bank Consultant – Peace Corp Volunteer in Paraguay, South America
Masters of Business Administration (Finance) – Portland State University
Bachelor of Arts in Business (Finance/Accounting), minor Journalism – University of Oregon
Fluent in Spanish, French, Italian and Russian. Basic conversation in Mandarin.