Portfolio/Relationship Manager

Anthony D. Goo

**-*** ******* ***** ( Kaneohe, HI 96744 ( H: 808-***-**** ( C:

808-***-**** ( *********@*****.***

Profile: Portfolio / Relationship Manager

Over 20 years of asset management experience improving investment

performance and building long-term relationships with institutional and

high net worth clients.

Seasoned portfolio management executive with career marked by developing

and implementing investment strategies that impacted performance. Consult

with clients to provide accurate investment recommendations and asset

management services. Respectful leader skilled in clearly communicating

expectations, fostering positive work environments, and empowering staff to

execute.

Demonstrated broad-based strengths and accomplishments in:

( Portfolio Construction ( Investment Strategy Development (

Operations Management

( Security Selection ( Client Relationship Management ( Asset

Allocation Strategies

( Trade Execution ( Fixed Income & Equity Management ( Budget

Control

Professional Experience

Confidential Bank Corp. - Honolulu, HI 2011 - Present

SENIOR VICE PRESIDENT AND MANAGER - INSTITUTIONAL SERVICES

Selected by senior management to oversee three institutional departments

including Institutional Client Services, Retirement Plan Services, and

Charitable Foundation Services. Lead 30-person staff. Manage $17M+ annual

revenue budget and $3.9M direct expense budget.

o Transformed two unprofitable business units to attain 77% and 400%

year-over-year improvement in net income, respectively.

o Consolidated and restructured three separate units into administration

and sales functions by establishing standard policies and procedures,

placing one dedicated department manager over administration of all

three departments, and streamlining processes.

o Grew top-line revenue by creating and leading client relationship

management team to develop relationship management strategy, build

relationships with client trustees and board members, and cultivate

personal banking business with these leaders.

Confidential Bank Corp. - Honolulu, HI 2004 - 2011

SENIOR VICE PRESIDENT AND MANAGER - PORTFOLIO MANAGEMENT

Managed all investment department operations including relationship

management, portfolio construction, security selection, trading, sales,

budgeting, and human resources. Consulted with institutional clients and

high net-worth individuals to provide asset management services. Managed

$1M annual expense budget. Led team of 11 investment professionals.

o Improved operational efficiency and investment performance, while

reducing trading costs and business risk by converting 1,500+ accounts

with $2B+ in assets to 24 portfolio models.

o Allowed portfolio managers to focus on new business development and

relationship building by leveraging improved workload capacity from

account conversion to portfolio models.

Affinity Investment Advisors LLC - Irvine, CA 2003 - 2004

RELATIONSHIP MANAGER

Serviced existing book of business by offering investment management

services to institutional clients. Developed, cultivated, and managed

relationships with institutional clients and investment consultants.

o Introduced $50M+ in new assets to large-cap equity product, resulting

in $150K+ in new revenue by persuading Central Pacific Bank to hire

Affinity Investment as sub-advisor for client asset management.

Bishop Street Capital Management Inc. - Honolulu, HI 1999 - 2002

CHIEF INVESTMENT OFFICER

Directed entire investment process, developed and implemented investment

strategies, and offered investment management services to institutional

investors. Led eight-person team. Managed $5M+ annual revenue budget.

o Established and grew this investment subsidiary for First Hawaiian

Bank and wholly owned company of BNP Paribas to manage $1B+ for

institutional clients.

o Developed and instituted investment philosophy, process, and

discipline for this new company.

o Converted First Hawaiian Bank's common trust funds to mutual funds

under Bishop Street.

First Hawaiian Bank Corp. - Honolulu, HI 1995 - 1999

SENIOR VICE PRESIDENT OF PORTFOLIO MANAGEMENT

Directed management of portfolio with $4B+ in assets under management.

Developed, implemented, and monitored performance of investment strategies

for large-cap equity, high quality taxable, and tax-exempt assets. Led

team of 12 investment professionals.

o Outperformed S&P 500 Index for 16 of 20 quarters with information

ratio of 1.0+ by developing and implementing quantitative equity

management process that improved investment performance and controlled

costs.

o Transformed unprofitable third party brokerage operation into

profitable department that now generates $12M+ in revenue annually.

Hired and trained ten Series 7 and 63 licensed brokers and recruited

former President of national brokerage firm to manage this new

department.

o Promoted from VP / Senior Portfolio Manager, Portfolio Manager,

Project Manager, and Asset / Liability Portfolio Manager.

Education

University of Hawaii

Bachelor of Business Administration (BBA) in Accounting

Systems Knowledge

Bloomberg ( BondEdge ( BARRA Analytics Software ( Charles River Development

Trading System

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