Catch-up

It has been quite awhile, almost a year now, since I last posted a topic on my blog. That being said, let me give a quick recap of what has happened.

Since October 2008, I wrote the CFA Level I Exam, and passed (!)....a little to my surprise. My wife, Michelle, was most kind and patient during the long study hours, which are not over in the least. If anything, the studying has really only begun. I will elaborate. Since October, I have increasingly confirmed that I am made for a finance-related position, preferably an analytical position and not sales. There is almost a distate for salespeople in general due to the typical lack of knowledge accompanying most sales positions. Analysts, whether they are credit analysts, financial analysts, performance analysts, etc. typically have a modicum of their role and what they are studying. Salespeople typically want to boost their numbers in order to obtain a commission. My experience in the mortgage industry showed me the lack of education, in general, among mortgage loan officers and (especially) real estate agents...in general. There are, a few, exceptions.
In June, I wrote the CFA Level II exam, and actually get the results tomorrow. This was extremely hard, for me at least. I am wary of my results, but hope to press on regardless of 'come what may'.
Additionally, work with Sitka Pacific has picked up nicely, and I am finally able to utilize what I have learned in the CFA coursework with the clients I serve. I utilize a cautious nature to my interactions with clients, which I believe most would find welcome in light of the typical nature of "investment advisors" with regards to the sales-like nature of the job. I'm more analytical that "sales"ish...even if that is a type of sales. :)
More importantly, my wife is expecting a boy (!) in December. We think we have a name for him. I hope I can get a good finance-related position where I can provide for my family, that weighs heavily.
Along those lines, I have been applying quite purposefully for a finance-related job. While this is preferrably in Seattle, we are open to moving wherever is necessary. Michelle is very encouraging in these respects, Proverbs 31!
I hope to comment more on the FRM material later...