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Montgomery County, MD Government

Rockville, Maryland

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WEBSTER FIVE CENTS SAVINGS BANK

Auburn, Massachusetts

Provident Savings Bank, F.S.B.

Riverside, California

Network for Oregon Affordable Housing

Portland, Oregon

Seamen's Bank

Provincetown, Massachusetts

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New Tripoli Bank

Orefield, Pennsylvania

Network for Oregon Affordable Housing

Portland, Oregon

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Alerus Financial

Excelsior, Minnesota

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Country Bank

Ware, Massachusetts

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Department of Consumer and Business Services

Salem, Oregon

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Koa Wealth Management

San Diego, California

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Mi BANK

Bloomfield Hills, Michigan

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Francis Financial, Inc.

New York, New York

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Francis Financial, Inc.

New York, New York

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Francis Financial, Inc.

New York, New York

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WEBSTER FIVE CENTS SAVINGS BANK

Worcester, Massachusetts

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WEBSTER FIVE CENTS SAVINGS BANK

Worcester , Massachusetts

Confidential

Stamford, Connecticut

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THE HAMILTON BANK

HAMILTON, Missouri

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Missouri Bankers Association

Jefferson City , Missouri

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BankORION

Moline, Illinois

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Sandy Spring Bank

Olney , Maryland

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First Federal Savings and Loan

McMinnville, Oregon

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Investment Portfolio Manager
Duties & Responsibilities: Daily, monthly, and quarterly monitoring of clients' portfolios. Ensure the Investment Statement has been completed and signed by client. Ensure the Investment Objective of each portfolio is functioning within established parameters. Manage monthly distributions/contributions for each portfolio. Initiate rebalancing as appropriate to facilitate portfolio management are operating within established parameters and risk tolerances. Oversee performance reporting software which reflects independent investment returns for those clients utilizing the service. Evaluate current and prospective portfolios for clients needing a more in-depth review. Review the portfolio constru


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