Annie joined CFI in August 2014 as a Portfolio Analyst. Previously, Annie was part of the Orange County Treasurer’s investment team that was responsible for over $7 billion of fixed income assets. Her duties included researching and analyzing macro-economic and financial data; evaluating fixed income investment structures and credit quality; and monitoring activities and results. After her time with the County, she joined the commercial lending division at US Bank as a Portfolio Analyst, while also working as a Research Associate at the Fixed Income Academy. Annie graduated with highest honors from California State University, Fullerton with an MBA in Finance and a Bachelor’s of Art in Bu