Profile
Miki Okamoto-Swanson is currently working as a Portfolio Analyst at Lakeside Advisors, Inc. (Washington) since 2006.
She completed her undergraduate degree from Kansai Gaidai University in 1998.
Miki Okamoto-Swanson active positions
| Companies | Position | Start |
|---|---|---|
Lakeside Advisors, Inc. (Washington)
Lakeside Advisors, Inc. (Washington) Investment ManagersFinance Lakeside manages each client’s investment portfolio based on their specific needs. Although each client’s account is managed based on their unique needs, the firm has three main strategies: 1) Fixed Income Strategy; 2) Balanced Strategy; and 3) Equity Strategy. Lakeside uses fundamental and technical analysis in formulating their investment advice to clients. | Analyst-Equity | 01/01/2006 |
Training of Miki Okamoto-Swanson
Experiences
Positions held
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Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
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Executives
Linked companies
| Private companies | 2 |
|---|---|
Kansai Gaidai University
Kansai Gaidai University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lakeside Advisors, Inc. (Washington)
Lakeside Advisors, Inc. (Washington) Investment ManagersFinance Lakeside manages each client’s investment portfolio based on their specific needs. Although each client’s account is managed based on their unique needs, the firm has three main strategies: 1) Fixed Income Strategy; 2) Balanced Strategy; and 3) Equity Strategy. Lakeside uses fundamental and technical analysis in formulating their investment advice to clients. | Finance |
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