Profil
Prior to joining PFM, Ms. Wortman was an Assistant Vice President at Stifel, Nicolas and Company, Incorporated, Hanifen Imhofff Division where she served as support banker in numerous underwriting and financial advisory financings, investment programs, and competitively bid bond issues for Florida clients such as: Broward County, Seminole County, Bay County, Escambia County, Cities of Miami, Panama City, Oviedo, and Apopka.
She has participated in the completion of short-term and long-term financings exceeding Dollar 1.5 billion in par issuance.
Ms. Wortman received her Bachelor of Science in Business Administration degree from the University of Central Florida in December 1997, graduating at the top of her class with Summa Cum Laude honors.
Ehemalige bekannte Positionen von Marissa Wortman
| 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 Marissa Wortman
| University of Central Florida | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
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 |
