Donald Mole

Donald Mole Email and Phone Number

Chief Investment Officer at Pearson Financial Group @ Pearson Financial Group
Seattle , WA, US
Donald Mole's Location
Lake Oswego, Oregon, United States, United States
Donald Mole's Contact Details

Donald Mole work email

Donald Mole personal email

n/a

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About Donald Mole

Donald Mole is a Chief Investment Officer at Pearson Financial Group at Pearson Financial Group. He possess expertise in fixed income, investment management, investments, portfolio management, asset allocation and 11 more skills.

Donald Mole's Current Company Details
Pearson Financial Group

Pearson Financial Group

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Chief Investment Officer at Pearson Financial Group
Seattle , WA, US
Website:
thepearsonfinancialgroup.com
Employees:
24
Donald Mole Work Experience Details
  • Pearson Financial Group
    Chief Investment Officer
    Pearson Financial Group Feb 2004 - Present
    Lake Oswego, Or
    Manage the firm’s private accounts including President’s personal assets. Directly responsible to the President. Design and implement investment strategies. Decision-making process is based upon trend recognition in select market sectors over the short- and intermediate-term. Develop probability studies that measure the consistency or repeatability of market cycles. Use analytical tools including technical analysis, momentum/cyclical oscillators and trend indicators. Scrutinize economic and capital market data impacting the firm’s investment strategies.
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  • Union Bank
    Vice President, Director Of Research
    Union Bank Sep 2001 - Jan 2004
    Portland, Oregon Area
    Responsible for investment manager research and analysis. Evaluate and select traditional investment managers for qualified pooled trusts and high-net-worth client portfolios. Develop the due-diligence process for the examination and retention of investment managers. Firm manages $15 billion in assets. Determine asset mix and strategic positioning within qualified pooled trusts. Critically examine and recommend fund managers within specific investment styles used in the pooled trusts.Research and screen institutional investment managers used as sub-advisors in HighMark mutual funds.Report to HighMark Investment Committee providing detailed recommendations on the retention and dismissal of fund managers.Team with HighMark professionals at client meetings to review investment portfolios, set strategy and plan future business.
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  • Pearson Financial Group
    Investment Officer
    Pearson Financial Group Apr 2000 - Aug 2001
    Portland, Oregon Area
    Invest for high-net-worth private client accounts using industry sector mutual funds. Develop and implement trading strategies using pattern recognition, technical analysis, and quantitative research. Investment process focused on maximizing sector returns while controlling risk.
  • Windermere Investment Associates
    Director Of Research, Senior Research Associate
    Windermere Investment Associates Mar 1997 - Apr 2000
    Portland, Oregon Area
    Oversee traditional manager research effort for high-net-worth private-client consulting company with over $2 billion in advisory assets. Responsible for executing manager searches, screening managers, and writing research reports. Focus on tax-efficient investment strategies. Series 6 and 62 licenses.Conduct traditional manager research and analysis for separate account investments. In addition, thoroughly investigate non-traditional managers including hedge funds and private equity investments. Manage a $20 million insurance-wrapped fund-of-funds investing in traditional and non-traditional limited partnerships.Meet with high-net-worth clients evaluating portfolio performance and developing strategic action plans.
  • The Laughlin Group
    Director Of Nontraditional Products, Stable Value Investments
    The Laughlin Group Jan 1996 - Feb 1997
    Portland, Oregon Area
    Direct investment activities of non-traditional holdings for stable value collective trusts. Oversee development of a proprietary stable value portfolio management system. Over $5 billion in advisory assets controlled by the firm. Develop non-traditional trading activities for stable value collective trusts. Introduce stable value synthetic products to institutional client base.Analyze economic data and forecast policy moves of the Federal Reserve. Determine direction of interest rates and recommend portfolio strategies for stable value collective trusts. Write weekly economic newsletter.
  • Thomson Financial
    Director Of Technical Research
    Thomson Financial Jun 1994 - Dec 1996
    Greater Boston Area
    Responsible for the development of quantitative and technical models for the firm’s fixed income investment advisory products. Chaired the Business Strategy Group analyzing and implementing new technologies. Firm’s global net revenue in excess of $45 million per year.Analyze capital markets using technical, fundamental and quantitative methods. Recommend real-time trading strategies. Hire and manage analysts. Conduct investment seminars and presentations for institutional clients. Meet clients and prospects with Thomson sales associates to promote/close business. Write research reports and assist with marketing literature.
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  • Thomson Financial
    Regional Director Of Fixed Income Products - Asia
    Thomson Financial Jan 1993 - May 1994
    Sydney, Australia
    Responsible for the focus and direction of fixed income analytics in the Asian region. Net revenue of Asian fixed income products over $5 million per year.Recommend investment strategies related to the Asian markets. Manage team of fixed income analysts. Speak at client seminars in Australia, Japan, Singapore and China. Assist Thomson sales team with new business.
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  • Thomson Financial
    Product Manager, Chief Market Analyst
    Thomson Financial Sep 1989 - Dec 1992
    Greater Boston Area
    Develop a real-time capital markets information service, TechData Canada. Design, program, and manage the product. TechData Canada increased gross revenues of the company by over $500,000 per year.Analyze U.S. and Canadian capital markets and recommend trading strategies for Treasury bond futures, currency futures and yield spreads. Write investment reports for North American clients. Visit institutional capital market clients in Boston, New York, Toronto, Montreal, Vancouver and other leading financial market cities.
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  • Fidelity Investments
    Trust Officer
    Fidelity Investments Jun 1986 - Sep 1989
    Greater Boston Area
    Directly responsible to the Chief Executive Officer. Maintain investment management system for over 70 private high-net-worth accounts involving president's personal trusts and Fidelity's foundation trusts. Meet directly with the president to determine investment strategy for private accounts. Series 6, 63 and 7 licenses.
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Donald Mole Skills

Fixed Income Investment Management Investments Portfolio Management Asset Allocation Equities Hedge Funds Capital Markets Bloomberg Mutual Funds Bonds Asset Management Alternative Investments Wealth Management Valuation Financial Modeling

Donald Mole Education Details

Frequently Asked Questions about Donald Mole

What company does Donald Mole work for?

Donald Mole works for Pearson Financial Group

What is Donald Mole's role at the current company?

Donald Mole's current role is Chief Investment Officer at Pearson Financial Group.

What is Donald Mole's email address?

Donald Mole's email address is do****@****ast.net

What is Donald Mole's direct phone number?

Donald Mole's direct phone number is 1-503-939*****

What schools did Donald Mole attend?

Donald Mole attended Northeastern University, Miami University, Le Moyne College.

What skills is Donald Mole known for?

Donald Mole has skills like Fixed Income, Investment Management, Investments, Portfolio Management, Asset Allocation, Equities, Hedge Funds, Capital Markets, Bloomberg, Mutual Funds, Bonds, Asset Management.

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