Вы находитесь на странице: 1из 2

LORI M. FRITH 4602 Hilltop Drive Loves Park, IL 61111 lf13d6c20@westpost.

net (815) 721-7933 (H) (815) 637-6061 (C) I am a highly dedicated financial professional with vast experience in client re lationship management, team leadership, office organization, compliance and risk management. I have grown with companies taking on ever-increasing responsibili ty focused on values of honesty, integrity, and strong customer service. I am c apable of adapting to ensure a seamless transition during changing environments and excel at working across departments to resolve issues and improve the compan y's efficiency. CORE COMPETENCIES Team leadership, Interdepartmental collaboration, Problem solver, Honesty/Integrity, Internal/External communication, Customer service, Detail oriented, Policy awareness/adherence, Account/Office management, Dependability, Strong work ethic, Good listener/Empathetic WORK EXPERIENCE 4/2010 - 8/2010 Financial Advisor Savant Capital Management, Inc. Rockford, Illinois 1994 - 4/2010 AMCORE Investment Group Subsidiary of AMCORE Financial Inc. (Now Harris Bank) Rockford, Illinois Vice President & Sr. Portfolio Manager - 1996 - 4/2010 * Manage assets of $175 - $235 million ($1.2 - $1.6 million fee revenue) for a variety of client portfolios; included meeting with clients to review objectives and goals, establishing appropriate asset allocation, developing and monitoring investment plan, and providing periodic performance review with the client. * Retention rate of 97% to 98%. * Assist wealth management partners with business development * Provide oversight and management of the portfolio management team (1996 - 200 3) consisting of $1.2 billion in assets for more than 2,300 accounts; Personnel management of four portfolio managers and three assistants * Establish and revise policies and procedures to ensure department compliance with regulatory guidelines; coordinate internal and external audit exams for the investment division * Committee membership: Investment Strategy, Trust Investment, AIG Risk Manage ment, and Asset Selection Assistant Vice President & Portfolio Manager - 1994 - 1996 * Managed $350 million in assets for agency, personal trust, foundations, endow ments, and employee benefit accounts 1980 - 1994 West One Bank, Idaho N.A. Boise, Idaho

Portfolio Manager and Trust Investment Officer II - 1/92 - 1/94 * Manage assets of $250 million in employee benefit accounts (80%) and personal accounts (20%) utilizing a broad array of investment products Trust Investment Officer, Operations Manager & Senior Securities Trader - 1/89 1/92 Securities Trader - 7/86 - 7/89 Trust Investment Specialist - 7/84 - 7/86 Senior Secretary - 3/80 - 7/84 EDUCATION/TRAINING Master of Business Administration Northern Illinois University, DeKalb, Illinois December 1997 Bachelor of Business Admin - Finance Boise State University, Boise, Idaho Series 65 License May 2010 March 2003 May 1991

Enlightened Leadership Seminar, Arlington Heights, Illinois Cannon Financial Institute - Wealth Management 2002

Cannon Financial Institute - Trust Investments II and III

1993 & 1995