Orange County NC Website
DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 <br /> R_ � N JON G. HAGLUND <br /> O 11 <br /> U. SENIOR PLANNER <br /> tVENTURES <br /> SUMMARY OF EXPERIENCE&QUALIFICATIONS: <br /> Urban Design Ventures,LL C,Homestead,PA 2009-e resent <br /> Planner <br /> Provides project management assistance to Gent so imuni+Os <br /> Assists in preparing redevelopment area plans/proposals for redevelopment authorities <br /> Assists n the preparation of grant requests and applications for funding <br /> Assists in preparation of program analyses for client communities <br /> Assists in the p,epars:-101 of strategic plans <br /> Provides technical assistance to client communities <br /> Innovest Financial Management,Inc,,Pittsburgh,PA 2007-2009 <br /> Vice President of Portfolio Management <br /> Responsible for developing individualized portfolio management solutions for institutional and <br /> individual investors by Linderstending client s needs defining€ a€istic investment objectives to <br /> meet client's needs, establishing the right asses mix for each investment went ®art€o.;u and <br /> developing sensible Envestment policies designed ,o achieve clients stated investment <br /> objectiveS <br /> Respons ible tor servicing client accounts, providing account reconciliation services and <br /> creating aisle asset analysis and performance coons for both held and nor;held client <br /> accounts <br /> Fleming Financial Services,Inc„Pittsburgh,PA 2002-2007 <br /> investment Ana <br /> Provided back office support and investment analysis for a boutique financial amm'so=y firm <br /> asset s ic.,aticr models, determining investment aeiect or, executing trades and reporting <br /> account performance <br /> New York Life,New York,NY 2000-2001 <br /> Agency Trader <br /> Filled and processed institutional and individual investor security orders on flee York Life <br /> trading desk on a non °isc-e,onsr basis <br /> T.Rowe Price,Baltimore,MD 1998-2000 <br /> investment Representative <br /> Processed mutual fund trades, serviced investment accounts, and answered sharehuider <br /> questions concerning T Rowe Price mutual funds'investment objectives, risks and market <br /> pertorn snce <br /> EDUCATION: <br /> Johns Hopkins University,Baltimore,MD <br /> Bachelor of Ads in Biology <br />