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Jefferson County Commission

Birmingham, Alabama

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Federal Reserve Bank of San Francisco

Los Angeles, California

Heritage Bank

Lynnwood, Washington

Heritage Bank

Portland, Oregon

Princeton University

Princeton, New Jersey

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Farm Credit Canada

Regina , Saskatchewan, Canada

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Farm Credit Canada

Regina, Saskatchewan, Canada

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Office of the Superintendent of Financial Institutions

Canada

Contra Costa County Employees' Retirement Association

Concord, California

Heritage Bank

Bellevue, Washington

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Farm Credit Canada

Regina , Saskatchewan, Canada

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Federal Reserve Bank of San Francisco

San Francisco, California

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Federal Reserve Bank of San Francisco

San Francisco, California

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Federal Reserve Bank of San Francisco

San Francisco, California

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Federal Reserve Bank of San Francisco

San Francisco, California

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Federal Reserve Bank of San Francisco

San Francisco, California

Walpole Co-operative Bank

Walpole, Massachusetts

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Needham Bank

Needham, Massachusetts

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First State Community Bank

Farmington, Missouri

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Hendricks County Bank and Trust Company

Avon, Indiana

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Lone Star National Bank

McAllen, Texas

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GPS Capital Markets

Salt Lake City, Utah

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National Cooperative Bank

Arlington/Crystal City, Virginia

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Atlantic Community Bankers Bank

Greater Harrisburg, Pennsylvania

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Client Portfolio Manager, Municipal Bonds
Municipal Bond Client Portfolio Manager (CPM) role coordinates efforts with the investment team, product marketing, product management and product development. Responsibilities ??? Partner closely with Municipal Investment teams/leads and viewed as proxy Portfolio Managers. Meet with clients, prospectus and/or intermediaries to explain the investment philosophy, process and performance of specific investment products. ??? Provide updates on the overall financial market performance, economic trends and the firms economic outlook. ??? Develop and implement new/existing product strategies which include the identification of advisor/client needs, industry trends, development and expansion of product solutions, oversight of compliance/due diligence,


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