TAMMI ORTEGA

Lake Oswego, OR 97035 503/680-1108 tammi.ortega@comcast.net

INVESTMENT EQUITY RESEARCH ANALYST

Dynamic financial expert and innovative analyst with more than 7 years of experience impacting the performance for highly regarded, multi-billion dollar mutual fund portfolios. Proven ability to analyze complex stock market activity, generate detailed presentations, and support overall business development to optimize revenue and ensure client satisfaction. Widely recognized as a focused and dedicated leader, strategic problem solver, noteworthy communicator, dynamic presenter, and trusted mentor who thrives in creative and forward-thinking work environments. Investments Portfolio Management Capital Markets Market Trend Review Financial Analysis & Modeling Strategic Planning Business Analysis, Valuation Risk Management Process Improvements Executive Presentations & Proposals Operations Support Complex Decision Making Business Development Effective deployment of financial and market analysis to have a significant impact on portfolio growth, customer satisfaction, and account development. Self-motivated to achieve peak performance, penetrate competitive markets, and meet aggressive business objectives. Multi-product background in global market conditions, due diligence, business analysis, and financial reporting. Successful interaction with clients, top executives, and cross-functional teams. Highly skilled in the conceptualization, design, testing, and introduction of highly profitable financial processes, performance attribution, and risk analytics systems

PROFESSIONAL EXPERIENCE
Creatively Adorned, Beaverton, OR 2009-2011 Small professional quilting and embroidery business servicing local quilt shops and individuals. Founder Spearhead business startup and operations. Produced formal business plan, financial forecasts, budgets and marketing plan to present to Oregons Small Business Administration. Grew revenues, business, and client base through strategic development and cultivations of alliances, resulting in a strong network of business associates. Built service business from ground up achieving profitability in less than 12 months with a significant and repeat client base. Cultivated excellent relationships with clients and local retail shops. Columbia Management Group, Portland, OR 2001-2008 Columbia Management Group is the seventh largest long-term asset manager in the U.S. with $355 billion in assets under management and administers the Columbia Funds family of mutual funds. Bank of America sold Columbia Management Group in late 2010 to Ameriprise Financial.

VP Equity Research Analyst, 2004-2008 Generated innovative original equity research through complex financial statement analysis, variance analysis, discounted cash flow analysis, and cost/benefit analysis. Tasked with handling various Portfolio Manager-level duties for the Large Cap Growth Fund, in addition to influencing portfolio managers recommendations utilizing new concepts and methodologies. Devised innovative quantitative tools for identifying and exploiting areas of improvement, while actively monitoring and analyzing comprehensive portfolio and sector activity. Key participant on the cross-functional team that turned around portfolio performance from 75 th % to 25th % in only three years. Contributed to over 25% of the entire excess return in 2006 and 2007 from stock analysis and recommendations within financial and industrial services sectors. Designed and launched a sector-specific multifactor model for the large core product, outperforming back test environments by over 200 bp, along with one for the finance sector that outperformed by 600 bp. Integral in creating several portfolio processes from scratch, including initial screen criteria to final delivery; high-net-worth product outperformed by 1,500 bp within two years of launch. Succeeded in designing and implementing various quantitative tools that increased portfolio performance and greatly enhanced a purely fundamental investment process. Promoted to this equity research position after less than two years as Quantitative Analyst; planned and conducted numerous meetings with C-Suite executives at Fortune 500 companies. Performance/Risk Analyst, 2001-2002 Hired to work closely with the Director of Strategic Planning and provide quantitative statistics on all products for product investment processes. Performed analysis, valuation, and due diligence on stocks, as well as domestic and global market conditions. Worked closely with top executives and managers on compliance and fiduciary projects. Generated performance attribution and risk analytics for the CIO and investment team to support key investment decisions, along with external marketing and communication efforts. Positively contributed to portfolio performance after fundamental research of the consumer discretionary sector of high-net-worth portfolios.

FORMAL EDUCATION
Master of Business Administration in General Management and Finance Portland State University, Portland, Oregon Bachelor of Science in Electrical Engineering Minor in Physics and Mathematics New Mexico State University, Las Cruces, New Mexico Passed Level II of the CFA certification curriculum Awarded Business Student of the Year 2001 at Portland State University