Jamie Whitaker

Jamie Whitaker

Consumer Services
Finance

Profile

Mr. Whitaker joined PFM Asset Management LLC in March 2006 as a Consultant in the firm's San Francisco office.
Mr. Whitaker provides technical, analytical and marketing support for clients primarily based in the western states.
Mr. Whitaker*s responsibilities include investment performance analysis, cash flow modeling, optimized portfolio structuring, economic research, and investment policy evaluation.
Prior to working at PFM, Mr. Whitaker provided application support for Advent Software*s Axys portfolio accounting, custodial interface, and reporting software product suite.
Mr. Whitaker also worked in the operations and marketing groups at Munder Capital Management from 1998 through 2001 where he focused on web-based reporting for clients and brokers.
Mr. Whitaker holds an MBA in Finance and Marketing from Michigan State University and a B.A.
degree in both Economics and Communications from the University of Michigan - Ann Arbor.
Mr. Whitaker also holds an MS degree in Information Systems Management from Lawrence Technological University.
He holds Series 6 and Series 63 licenses with FINRA.

Former positions of Jamie Whitaker

CompaniesPositionEnd
Corporate Officer/Principal -
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Training of Jamie Whitaker

Michigan State University Masters Business Admin
University of Michigan Undergraduate Degree
Lawrence Technological University Graduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies1

Finance

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