Manager Management

LISA GOLDHAMER

** ****** **** ******, ** ***** 732-***-**** ********@*********.***

SENIOR WEALTH MANAGEMENT SPECIALIST

Asset Allocation Portfolio Management Investment Strategy

Risk Assessment Market Analysis Profit Optimization Compliance Review

Experienced and skilled financial expert with twenty-five years of

comprehensive investment expertise in all asset classes. Proven track

record of successfully developing customized financial strategies to meet

the needs of clients. Manages multiple portfolios with diligent attention

and continual analysis of economic trends to determine appropriate asset

allocation. Successful in evaluating business and investment

opportunities, quickly understanding companies and their market. Solid

performance in new business development, growth and diversification.

PROFESSIONAL HISTORY

Vice President, Senior Portfolio Manager

2006 - 2009

Evergreen Investments, Wachovia Corp.

Morristown, NJ

Oversaw portfolio allocation of 300 individual trusts and investment

management accounts with assets in excess of $650 million market value.

* Ensured the continuity and scaling of risk/reward exposures across a

broad product market.

* Analyzed impact of global market dynamics on portfolios managing the

production and communication of portfolio metrics contributing to

development of additional analytical output. Identified both gaps and

opportunities for efficiencies across investment product line.

* Collaborated on testing scenarios for new portfolio management

software and trained team on new enhancements following software

issuance.

* Facilitated enhanced employee satisfaction rates through focus group

participation to present recommendations to senior management.

* Consistently stayed up-to-date on industry trends through continual

professional education.

Vice President, Senior Portfolio Manager, Wealth Management

1996 -

2005

PNC Advisors

Princeton, NJ

Directed the development, communication and execution of customized

investment strategies for a book of corporate and high net worth clients

with assets in excess of $125,000,000.

* Managed complex fiduciary, agency, and individual retirement accounts

utilizing equities and fixed income assets, as well as alternative

investment products and managed accounts.

* Generated new accounts by identifying and pursuing prospective

opportunities through client intensive contact and analysis of needs

to present financial management service options.

* Retained existing client base by enhancing client experience with

comprehensive service offerings to meet long-term financial

objectives.

Assistant Vice President/Portfolio Manager

1989- 1996

Midlantic National Bank

Edison, NJ

Provided investment management for two publicly offered money market funds,

Compass Cash Reserve and U.S. Treasury, with assets in excess of

$1,000,000,000.

* Consistently ranked in top 25% of Lipper rankings with yields 20 basis

points in excess of the Donoghue's Money Fund Average.

* Analyzed market conditions and economic trends, geopolitical

development, and financial sources to determine optimal asset

allocation strategies and plans.

* Developed, implemented, and maintained research capability to

determine direction of future economic activity and interest rate

forecasting.

* Provided analysis to track and maintain corporate credit and market

value, to comply with Federal Reserve and SEC rules governing money

market funds.

PROFESSIONAL DEVELOPMENT

M.B.A. Finance, Pace University, New York, NY

B.S. Marketing, Saint John's University, Jamaica, NY

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