Jaime Santana

Jaime Santana, CFA, currently serves as a Portfolio Manager at CFI Partners, with prior experience at PMA Financial Network, LLC, where Jaime held the same title. Previous roles include Senior Financial Analyst - FIG at RBC Global Asset Management and Client Service Portfolio Administrator at RBC Global Asset Management (U.S.) Inc., where responsibilities included client service and conducting credit analysis for debt issuers. Jaime's earlier experience encompasses positions as Analyst in Billing & Reporting at RBC Correspondent & Advisor Services, Financial Analyst at Allied Cash Holdings, LLC, and Accounting Specialist at National Home Management Solutions, LLC. Jaime holds a BA in Economics from the University of Illinois Urbana-Champaign.