Portland, OR (PRWEB) May 16, 2014
Heintzberger | Payne Advisors, a leading advisory and consulting firm to Qualified and Non-Qualified Retirement Plans, announced that Corrie Oliva has joined the firm as Vice President of Advisory Services.
Prior to joining Heintzberger | Payne, Corrie was a Principal and Consultant with RVK, Inc., (formerly R.V. Kuhns & Associates, Inc.). In this capacity, Corrie worked with an array of public fund clients spanning from defined contribution plans to a state sponsored 529 College Savings Plan. Her consulting experience covered a multitude of client types including non-profit, foundation, corporate and multi-employer. As a Principal and Consultant with RVK, Corrie assisted clients in meeting their fiduciary responsibilities utilizing her knowledge in investment policy development, investment line-up design, strategic asset allocation implementation, manager research and ongoing due diligence, performance monitoring and investment education.
Corrie earned a Bachelor in Business Administration degree (Cum Laude) from the University of San Diego and a Master of Science in Financial Analysis degree (Beta Gamma Sigma) from Portland State University. Corrie holds the Chartered Financial Analyst designation, is a member of the CFA Institute and the CFA Society of Portland in which she serves as secretary on the Board.
At Heintzberger | Payne Corrie’s responsibilities will include manager research, RFP and RFI project management and due-diligence, business development and institutional client service.
“Corrie’s addition will continue Heintzberger Payne’s success in providing high quality advisory services to our Institutional clients,” said Brent Petty, President of Heintzberger | Payne. “She has the key skills to implement and provide plan-level fiduciary services to our public sector, corporate and foundation clients. Corrie is an excellent addition to our growing team.”
For more information go to http://www.heintzbergerpayne.com. Or, contact Aalok Shah at (503) 597-1600.