Jamie Whitaker
Keine laufenden Positionen mehr
Profil
Mr. Whitaker joined PFM Asset Management LLC in March 2006 as a Consultant in the firm's San Francisco office.
Mr. Whitaker provides technical, analytical and marketing support for clients primarily based in the western states.
Mr. Whitaker*s responsibilities include investment performance analysis, cash flow modeling, optimized portfolio structuring, economic research, and investment policy evaluation.
Prior to working at PFM, Mr. Whitaker provided application support for Advent Software*s Axys portfolio accounting, custodial interface, and reporting software product suite.
Mr. Whitaker also worked in the operations and marketing groups at Munder Capital Management from 1998 through 2001 where he focused on web-based reporting for clients and brokers.
Mr. Whitaker holds an MBA in Finance and Marketing from Michigan State University and a B.A.
degree in both Economics and Communications from the University of Michigan - Ann Arbor.
Mr. Whitaker also holds an MS degree in Information Systems Management from Lawrence Technological University.
He holds Series 6 and Series 63 licenses with FINRA.
Ehemalige bekannte Positionen von Jamie Whitaker
| Unternehmen | Position | Ende |
|---|---|---|
PFM Asset Management LLC
 PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies. | Corporate Officer/Principal | - |
Ausbildung von Jamie Whitaker
| Michigan State University | Masters Business Admin |
| University of Michigan | Undergraduate Degree |
| Lawrence Technological University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
PFM Asset Management LLC
PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies. | Finance |
