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PFM is a team of dedicated asset managers and financial professionals, helping our clients plan for their future
Investment Officer with 10 years of experience in asset management and product development for institutional clients, namely municipalities, community organizations, and non-profits. Able to contribute as an analytically minded innovator with strong financial analysis and modeling skills, as well as an empowering mentor and educator for both clients and colleagues. Longstanding commitment to driving community-focused programs and growth strategies.
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