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Teresa Smith

Teresa Smith

Followers of Teresa Smith44 followers
location of Teresa SmithPortland, Oregon, United States

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  • Timeline

  • About me

    Operations Manager at Jensen Investment Management

  • Education

    • University of California, Los Angeles

      -
      Bachelor’s Degree B.S. Economics-System Science

  • Experience

    • Bank of America

      Jan 1994 - Jan 1999

      • Assistant Trader

        Jan 1998 - Jan 1999

      • Accountant

        Jan 1994 - Jan 1998

    • Thomas Weisel Partners LLC

      Jan 2001 - Jan 2005
      Portfolio Accountant Administrator

    • Jensen Investment Management

      Jan 2006 - now
      Manager, Operations

      As a member of the Private Client team, assist portfolio managers in providing account and investment service to high net worth clients. Lead Back Office portfolio accounting with Advent APX. Manage custodial interfaces. Customize Advent financial reports. Produce private client review packages.

  • Licenses & Certifications

    • Series 7 and 63 licenses

      FINRA

  • Volunteer Experience

    • Volunteer -- Fundraising

      Issued by Greyhound Pet Adoption NW on Jan 2006
      Greyhound Pet Adoption NWAssociated with Teresa Smith