Whitney Maher Email & Phone Number
Client Service Manager and Advisor @ Government Portfolio Advisors
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Whitney Maher Location
- Portland, OR, US
Whitney Maher Work
- Client Service Manager and Advisor @ (February 2025 - Present)
- Client Service Manager and Associate Advisor @ (January 2022 - February 2025)
- Client Services Manager @ (February 2014 - February 2025)
- Senior Registered Institutional Client Associate @ (June 2005 - February 2014)
- Senior Registered Institutional Client Associate @ Davidson Fixed Income Management (June 2005 - February 2014)
Whitney Maher Education
- Portland State University
Bachelor of Arts (Spanish Language and Literature)
2002-2006
Whitney Maher Skills
- Bloomberg Terminal
- Client Onboarding
- Client Services
- Compliance Management
- Contract Management
- Customer Engagement
- Customer Relationship Management (CRM)
- Customer Support
- Data Analysis
- Financial Services
- Fixed Income Strategies
- Fixed income
- Government
- Institutional
- Investment Policy Development
- Investment Policy Statements
- Investments
- Meeting Facilitation
- Onboarding
- Regulatory Compliance
- Salesforce.com
- Series 66
- Written Communication
Whitney Maher Summary
- Whitney Maher, based in Portland, OR, US, is currently a Client Service Manager and Advisor at Government Portfolio Advisors. Whitney Maher brings experience from previous roles at Government Portfolio Advisors, D.A. Davidson Companies and Davidson Fixed Income Management. Whitney Maher holds a 2002 - 2006 Bachelor of Arts in Spanish Language and Literature @ Portland State University. With a robust skill set that includes Bloomberg Terminal, Client Onboarding, Client Services, Compliance Management, Contract Management and more. Whitney Maher has 1 emails and 1 mobile phone numbers on RocketReach.
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