Teams at RBFCU Wealth Management

Provide high-level administrative and project support for leadership: manage complex calendars, coordinate meetings and travel, prepare expenses and presentations, support department operations and events, handle communications, mentor other admins, and act with discretion and judgment in a fast-paced corporate environment.

Manage and execute U.S. public relations for Columbia Threadneedle Investments: media relations, pitching, interview management, distributing market commentary and thought leadership, drafting press releases and Q&As, maintaining media lists, working with retained agency, media tracking, analysis and reporting, and managing industry recognition, polls and surveys.

Conduct primary research on software and hardware companies, analyze technology trends and competitive dynamics, develop investment theses, maintain catalyst calendars, build financial models and valuation analyses, and collaborate with analysts and portfolio managers to identify equity investment opportunities.