Corey Dallas, Msf, Apma® Email & Phone Number

Kirkland, Wa, Us

• Manage the overall investment fund, including portfolio allocation, risk management, and investment decision-making.• Develop and implement investment strategies in alignment with the fund's objectives.• Conduct thorough research and analysis of financial markets, investment opportunities, and economic trends to identify potential investment avenues.• Perform comprehensive due diligence on potential investments, including assessing financial statements, market data, and evaluating risk factors.• Continuously monitor the performance of the fund's portfolio, tracking key metrics, analyzing trends, and making adjustments as necessary.• Develop and implement risk management strategies, including diversification and monitoring exposure to mitigate potential risks.• Regularly evaluate the fund's performance against benchmarks, review investment strategies, and recommend improvements to enhance returns and manage risks effectively.

• Develop and execute investment strategies aimed at achieving the portfolio's financial objectives. This entails implementing asset allocation, diversification, and rebalancing strategies based on market conditions, client preferences, and risk tolerance.• Conduct comprehensive research and analysis of financial markets, economic trends, and individual assets to identify promising investment opportunities and evaluate their potential risks and returns. Remain updated on market developments, financial news, and regulatory changes that could impact client portfolios.• Execute electronic trades using Tamarac and work with brokers and custodians, such as Fidelity, Charles Schwab, and TD Ameritrade, to ensure efficient trade execution and settlement.• Drive process improvements to enhance operational efficiency and streamline investment management procedures.• Coordinate and review presentation materials for both existing and prospective clients. Additionally, conduct presentations to clients as part of portfolio reviews or pitches.• Cultivate and maintain strong client relationships by understanding their financial goals, risk tolerance, and investment preferences. Regularly communicate with clients to provide portfolio performance updates, discuss investment strategies, and address any concerns or inquiries they may have.• Collaborate with internal teams, including research analysts, traders, and portfolio managers, to gather information, validate investment ideas, and facilitate the seamless execution of investment decisions.• Stay informed about industry trends, emerging technologies, and best practices in asset management. Engage in professional development activities such as attending conferences, workshops, and continuing education programs to continuously enhance knowledge and skills in the field.

Bellevue, Washington, United States

• Managed centralized trading portfolios using Tamarac.• Utilized custodian websites such as Schwab, Fidelity, and TD Ameritrade to validate and execute trades.• Attended weekly and monthly ISG meetings and committee meetings, and created and distributed accurate meeting minutes to keep team members informed about ISG and its committees' activities.• Scheduled, attended, and documented meetings with mutual funds, separately managed accounts, and private fund managers to ensure effective monitoring of investments and to explore new opportunities.• Ensured that due diligence efforts by ISG were properly documented and uploaded to eVestment.• Acted as the liaison between asset managers, investor relations staff, and ISG.• Gathered data, prepared, and delivered the ISG quarterly investment outlook presentation.• Assisted in organizing and preparing for ISG's quarterly webcasts.• Researched and monitored mutual funds across various asset classes.• Conducted attribution analysis on model portfolios.• Utilized Morningstar and Bloomberg for report preparation and investment analysis to enhance insights.• Prepared data sheets for Coldstream's internal separately managed accounts (SMAs) and mutual funds.• Submitted quarterly performance data to marketing databases.

Bellevue

• Developed and maintained model portfolios for each investment objective to streamline the investment process. This resulted in advisors spending more time on clients, thereby increasing client satisfaction, retention, and referrals.• Established benchmarks for each investment objective to track the performance of portfolio models.• Traded and rebalanced all client portfolios through the trading view rebalancer and by hand. Performed over 70,000 trades in 2020 with no trading errors and executed 30+ block trades for the firm.• Identified market trends and implemented investment strategies to increase growth, mitigate risk, and boost tax efficiency in client portfolios.• Sat on the investment committee and actively participated in new investment selection.• Researched and monitored individual stocks, ETFs, and mutual funds and presented findings to the committee. This led to significant changes in our portfolios, increasing performance and efficiency.• Wrote trade rationales for new investments, including gain or loss from original block trades, and described how the new assets fit into our portfolio.• Created standardized presentations through Morningstar Direct for prospective client meetings, allowing advisors to save time on preparation. This contributed to acquiring a record number of assets under management (AUM) during my tenure at the firm.• Supported advisors in prospective client meetings by presenting our investment process, model portfolios, analysis of prospective clients' portfolios, and addressing technical questions.• Created performance reports and presented them in client update meetings.• Kept team members informed and engaged by performing monthly economic, investment, and firm updates.• Initiated and tracked all new assets coming to the firm and presented comprehensive reports to the firm's partners at the end of each month.

• Developed SQL code to efficiently extract large data sets, which were subsequently organized and presented in user-friendly formats like pivot tables and financial models. This data played a crucial role in guiding decision-making processes for staff members and state legislators.• Utilized SQL code to create and maintain internal financial models. These models served as valuable tools for the CFO of Medicaid and other high-level personnel, providing them with up-to-date budget information and project status updates.• Demonstrated effective project management skills by successfully overseeing multiple projects concurrently.

• Conducted comprehensive fundamental and technical analysis on individual equities.• Collaborated closely with a team to assess and select stocks for diverse investment strategies.• Provided expert insights and addressed inquiries pertaining to stocks, analysis, and strategic decision-making.• Presented complex ideas in a simplified manner, allowing members to easily grasp the concepts. This approach significantly reduced the number of questions and enhanced the overall experience for members.

• Analyzed large sets of raw data using Excel to develop financial models and create clear and concise graphs.• Presented comprehensive analysis to upper management, offering actionable recommendations based on extensive research.

Parkland Washington

• Demonstrated strong communication, collaboration, and effective teamwork with fellow team members.• Assigned roles and tasks to team members, ensuring the completion of monitoring, research, and other projects.• Actively listened to trade proposals from team members and facilitated a voting process to determine whether the trades would be executed within the portfolio.• Conducted thorough analysis of the portfolio and provided recommendations for enhancing efficiency.• Exercised decision-making authority over the fund's portfolio, making executive-level choices.

• Ensured accurate completion of paperwork and disclosures, eliminating the need for unnecessary refiling.• Streamlined the filing process for each advisor, promoting enhanced organization and efficiency.• Compiled comprehensive pre-audit materials for financial advisors, resulting in improved effectiveness of the auditing team.• Proficiently utilized various databases, including Salesforce, to perform tasks and maintain data integrity.

Master'S Degree, Quantitative Finance, 3.85/4.0

Bachelor Of Arts - Ba, Social Sciences, 3.8/4.0

Certificate In Alternative Investments

Certificate in Alternative Investments is a 5-week online program offered by Harvard Business School. It equips students.