Cole Lohman

Svp, Portfolio Strategist at Pacific Western Bank

Cole Lohman has a diverse work experience starting with roles at McDonald's Corporation and Vandal Connect while in college. After graduating from the University of Idaho in 2013, they joined Clearwater Analytics in various client services roles. Cole then transitioned to SVB Asset Management and Silicon Valley Bank before becoming AVP, Chief Compliance Officer at Square 1 Asset Management. Currently, they hold the position of SVP, Portfolio Strategist at Pacific Western Bank.

Between 2009 and 2013, Cole Lohman attended the University of Idaho, where they obtained a Bachelor of Applied Science (B.A.Sc.) in Accounting and Finance.

Links

Previous companies

McDonald's logo
University of Idaho logo

Timeline

  • Svp, Portfolio Strategist

    January, 2020 - present

  • Avp, Chief Compliance Officer

    May, 2017

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