Orange County NC Website
DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 <br /> 'URBAN JON G. HAGLUND <br /> BES _ SENIOR PLANNER <br /> iVENTURES- <br /> SUMMARY OF EXPERIENCE QUALIFICATIONS <br /> Urban Design Ventures,LLC,Homestead.PA 2005-aresent -_ <br /> Planner <br /> PrevMes erect management assistance te cFar€F nrnunrtrs <br /> A in preparing redevelopment a`rre p'a rpra coals for redevelopment authorities <br /> Assists in the preparation of grant reAuests and appli trOns for funding <br /> AssiMs in preparation of program analyses for dent mummifies <br /> Assists in the preparation of strategic plans <br /> Provide technical asstztance to client communities <br /> Inn ve t Financial Management,Inc..,Pittsburgh,PA 2007-2009 <br /> Me President of Polio Management <br /> Responsible for developing ii a.a ru lizeo partial a management solutions for institutional and <br /> d 1,iw tors by understanding client's needs,defining rear€s`C irvessn r CD 6etiv to <br /> meet client's heath, establshing the right asset mix for each investment porgdra and <br /> developi rt sensible investment polities designed to achieve clienrs stated investment <br /> objec€lves. <br /> Responerbte for servicing cent accounts providing account reconciliation service and <br /> erooting quarterly meet ar€eys,a''and Peticr-rarco reports far troth held and non had ra€ernt -_ <br /> accounts <br /> Fleming Financial Services, no,Pittsburgh,PA 2002-2007 <br /> Save-siment Analyst <br /> Provided back office supped and lrwessrio t analysis for a boutique finandal adsisa'firm <br /> asset allocation models, deter mininc investnrant selection, executing bodes and reporting <br /> account performarroe <br /> New York Lite,New York,NY 2000-2001 <br /> Agency Trader <br /> Fills-d and preced institutional and Individual investor security orders on New Yolk Life <br /> trading desk on a non-discretionary basis.. <br /> L Rove Price,Baltimore,MD 1998-200€0 <br /> inves/menf Fte,sresentative <br /> Praueas sd muhial fond trades, serviced investment accounts, and answered shareholder <br /> questions concerning T Howe Price mutual funds'rtr:°ester€n•olrj ,risks and market <br /> performance <br /> EDUCATION: <br /> Johns Hopkins University,Baltimore,MD <br /> Bachelor of Arts in Biolcsy. <br />