Jerome Higman
Portfolio Manager, AVP at Columbia Bank | M.S. Finance
- Role
- Portfolio Manager, AVP at Pacific Premier Bank
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Jerome Higman
I am an analyst with a B.A. in business administration and an M.S. in Finance. I have strong track record of successful jobs/internships across the financial industry. I bring experience working directly with clients and professionals analyzing credit worthy clients, portfolios, investment risk, and financial plans. I am a disciplined, dedicated, and reliable colleague with strong communication skills and the ability to quickly adapt to new environments, processes, and technologies.KEY COMPETENCIES • Financial Statement Analysis / Budget Prep• Workflow / Documentation / Checklists / Reports• Client Profiles / Reporting / Summaries• Liquidity / Profitability / Risk Assessment• Collaboration / Teamwork / Information Exchange• Financial Projections / Payment Plans• Data Generation / Portfolio Recommendations• Client Service / Professionalism / Communication
Experience
Portfolio Manager, AVP
Mar 2025 — Present
Education
Purdue University
Master's degree, Finance
Chapman University
Bachelors in Business Administration / Minor in Sociology, Accounting and Finance
2016 — 2020
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