When looking for a Portfolio Analyst, you want to find someone who is detailed, adaptable and a great listener. Jilian Tobaben, who became part of the Redwood team in June 2019, has all of these qualities – and many others.
She joined us from Earnest Partners, LLC, in Midtown Atlanta, where she was a Portfolio Operations Associate, handling account reporting and management, trader support, client management and corporate actions.
Prior to that, Jilian spent five years (as a civilian) with the Department of Defense, working in roles of increasing responsibility, such as Workload Analyst, Planner Analyst and Financial Management Specialist.
“I’ve always been very organized, but transitioning and being promoted from job to job, I also learned how to be adaptable and self-motivated,” she says. “I constantly had a drive to learn more.”
Born and raised on a military base in middle Georgia, it’s also no surprise that Jilian is always ready to jump in when someone needs help. This is the case in our office, when a colleague needs an extra hand. It’s also evident through her community work. (She’s helped many charitable organizations over the years, such as the Ronald McDonald House, Rebuilding Macon and Habitat for Humanity.)
Jilian holds a bachelor’s degree in accounting from Middle Georgia State University, where she earned spots on both the President’s List and Dean’s List. When she’s not working, she enjoys spending time with her family, working out, and traveling.
“One of the best places my husband and I have visited is the south of France. The beautiful scenery, lovely shops, and delicious food, earned it a spot in our top three trips so far.”