GR

Gina R.

Vice President - Portfolio Manager at Avidbank

Gina R. has a diverse work experience spanning various industries and roles. Gina most recently worked as an Assistant Vice President - Portfolio Manager at Avidbank since April 2022. In their previous role at Grasshopper Bank, they served as a Senior Portfolio Manager from November 2021 to April 2022. Prior to that, they were a Senior Credit Associate and Credit Associate at Grasshopper Bank from August 2020 to February 2021.

Before joining Grasshopper Bank, Gina gained experience as a Financial Analyst - FP&A at BioAgilytix from January 2019 to August 2020. Gina led the implementation and integration effort for Adaptive Insights during their time there.

Gina also has a background in the banking industry, having worked at Square 1 Bank as a Senior Portfolio Analyst (EFG) and a Portfolio Analyst (Equity Funds Group) from July 2016 to January 2019. Additionally, they were a Capital Market Research Analyst at Ipreo from June 2015 to July 2016.

Earlier in their career, Gina held roles as a Health Policy Summer Intern at Connecticut Health Policy Project in 2013, a Volunteer Data Analytic at the Boone County Missouri Public Health Department from September 2012 to May 2013, and a Marketing Intern at Boone Hospital Center from November 2012 to February 2013.

Gina R. has a Bachelor of Business Administration (BBA) in Health/Health Care Administration/Management, obtained from Columbia College between 2011 and 2013. Gina also attended the University of Connecticut from 2009 to 2012, where they studied Economics. Gina completed their high school education at Maine Central Institute from 2007 to 2010, earning a Diploma.

In terms of certifications, Gina passed the CFA Level 1 exam administered by the CFA Institute in December 2019. Additionally, they have obtained several other certifications, including "What is Data Science?" from Coursera in January 2020, "SQL Essential Training" from lynda.com in May 2015, "Scaling operations: Linking strategy and execution" from Coursera Verified Certificates in May 2015, "Excel Data Analysis: Forecasting" from lynda.com in March 2015, and "Foundations of Programming: Databases" from lynda.com in March 2015.

Furthermore, Gina holds several certificates of excellence and professional development. Gina obtained a "Certificate of Excellence" in Marketing Society of Public Relations from the University of Connecticut School of Business in April 2012, a "Certificate of Excellence" in UTC Corporation Sustainability Case Competition from United Technology Corporation & University of Connecticut in March 2012, and a "Certificate of Professional Development" in Global Business Leadership from the University of Connecticut School of Business in February 2011.

Links

Previous companies

BioAgilytix logo
Grasshopper Bank logo

Peers

View in org chart

Timeline

  • Vice President - Portfolio Manager

    May 1, 2024 - present

  • Assistant Vice President - Portfolio Manager

    April, 2022