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<br /> nn.L0J! no 111'1"'\ l' ,1"\'"7 AU - .. ~~_.--- <br /> JUN-24-98 WED 11:12 AM C. H, BROWN F AX NO. 6128935590 p, 03/03' <br /> ANNE E. SORENSEN . <br /> Poyifo[io Managemenr Responsibilities (contin"ed) <br /> Individuallv Mana~ed Accounts: Managed numerous fixed ineonle accounts ranging from <br /> $30MM to $IMM for institutions such as local universities, hospitals. endowments, and <br /> retirement plans, as well as high nel worth individuals. Fixed income portfolios were managed <br /> either for total Tetum Qr income, and held either taxable or tax. exempt securities, depending on <br /> each clients needs. <br /> . Additional responsibilities; <br /> Client presentations and Fund Reports: Gave investment presentations to institutional clients. Prepared <br /> "Portfolio Manager Report" on a quarterly basis for each of four commingled trust funds describing <br /> investment performance and the investment environment (for distribution to customers). <br /> Economic Outlook: Presented weekly economic outlook to the Chairman of the Bank, wrote quarterly <br /> HEconornic Qutlookl1 for distribution to institutional clients. <br /> Marketing Presentations: Made presentations to prospective clients. Prepared responses to RFPs. <br /> Eauitv Research: Analyzed pharmaceutical and medical technology stocks. <br /> . <br /> OTHER EMPLOYMENT EXPERlENCE: <br /> CORPORATE CREDIT ANALYST (1987 - 1988): Connecticut Bank and Trust (now FleetBank), <br /> Hartford, Ct.: Analyzed credit quality of automobile "f1oorplan" loans ranging from $2MM to $100MM <br /> in size_ Prepared reports for Commercial Lending Committee. <br /> RESEARCH ANALYST (1986 _ 1987) ; Utah Bureau of Business and Economics Research: prepared <br /> reports on the e~onomic statt: of emerging medical technology companies in Utah. <br /> POSTDOCTORAL FELLOWSHIPS (1982 - 1986) : Smithsoni"" Institution, University of British <br /> Columbia, University ofUtab: performed independent zoological research. Published 8 papers in <br /> professional publications. <br /> PROFESSIONAL DESIGNATIONS: <br /> Series 65 Uniform Investment Advisor Law - 8/94 <br /> REFERENCES: <br /> Confidential references available upon request. <br /> . <br />