Mindy Berg

Job Title: Senior Portfolio Strategist (PM)
Company: Prime Advisors, Inc.
Industry: Finance and Investments
Mentor Since: Fall 2018
Will Mentor: Graduate Students, Undergrad Students
profile

Job Description

Portfolio Manager focusing exclusively on fixed income portfolios for insurance companies and high net worth individuals

Company Description

Prime Advisors, Inc.® is a federally registered investment advisory firm focused on managing investment grade bond portfolios primarily for insurance companies. Founded in 1988, Prime works with insurance companies to create customized investment strategies that meet their unique financial objectives. Prime also manages assets for ultra high net worth investors. Prime has offices in Redmond, Washington and Windsor, Connecticut.

Employment History

Started at Prime Advisors in 2000 and have held numerous positions over the last 18 years, including reporting, analyst work, back office operations, trading and most recently, portfolio management

Education

Gonzaga University, 1999

Mentoring Objectives & Scope

Become an advocate and educator for ALL students interested in finance and investments, with a personal mission of improving the inclusion of women in the finance industry

When and where do you hold meetings with your students?

I have flexibility with my schedule, while I work in Redmond, I can meet on the SU campus during the day or in the evening as necessary