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Tj Middlesworth Cfa, Cfp®

Portfolio Operations Manager at Baker Boyer Bank

About

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Previous companies

Pacific Crest Securities logo

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Peers

Tyson Romanick

Senior Portfolio Manager, VP

SB

Stacia Burres

Investment Operations Manager

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Timeline

  • Portfolio Operations Manager

    May, 2019 - present

  • Chief Investment Officer

    January, 2016

  • VP Sr Portfolio Manager

    September, 2013

  • Financial Advisor

    March, 2011