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Chief Investment Officers in California

Chief Investment Officers in Santa Ana, CA

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64 results found

Joseph Bronson Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Chairperson • Management Analysts • Chief Executive • Vice President • Financial Manager • Counselor • Office Assistant • Assistant to the President • Advisor • Office Clerk • Clerical Specialist • Administrative Associate • Administrative Clerk • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Builder • Construction Specialist • Construction Laborer • Master of Business Administration • Property Manager • Real Estate Manager

Experience & Education

Position:
President & Chief Investment Officer at Strong Investment Management
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Strong Investment Management - Anaheim Hills, CaliforniaPresident & Chief Investment Officersince Sep 2008ECM Investment Management Inc. - Newport Beach, CAPresident & Chief Investment OfficerSep 2008 - Dec 2011
Skills:
Portfolio Management, Team Building, Planning, Asset Management, Investments, stock Market...
Full Profile

Matt Zeiser Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Management Analysts • Management Team Executive • Operations Manager • Chief Executive • Community Service Manager • Agent • Sales Representative • Lifeguard • Life Guard • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Government Administration Professional

Experience & Education

Position:
Chief Investment Officer at Renovatio Asset Management
Title:
Renovatio Asset Management
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Renovatio Asset Management Chief Investment Officersince Dec 2010Pacific Advisors BrokerMay 2010 - Dec 2010
Skills:
Asset Allocation, Asset Managment, Commodity
Full Profile

Terry Lally Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Management Analysts • Manager • Financial Manager • Operations Manager • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Analyst • Analysts • Master of Business Administration • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Investment Officer at Spotlight Funds
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Spotlight Funds Chief Investment Officersince Sep 2009Spotlight Capital Management Chief Investment OfficerOct 2007 - Sep 2009
Full Profile

Joel Meltz Santa Ana, CA

Professions & Specialties

Financial Director • Chief Investment Officer • Financial Officer • Financial Manager • Management Analysts • Supervising Planner • Operations Manager • Instructor • Pedagogue • Lecturer • Postsecondary Teacher • Master of Business Administration • Entertainer

Experience & Education

Position:
Chief Financial Officer at SoCalUFCW Admin LLC, CFO at Trust Fund Administration
Title:
Chief Financial Officer at SoCalUFCW Admin LLC
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
SoCalUFCW Admin LLC Chief Financial Officersince Mar 1988Trust Fund Administration CFOsince Mar 1988
Full Profile

Joseph Demichele Santa Ana, CA

Professions & Specialties

Senior Vice President • Chief Investment Officer • Vice President • Chief Executive • Management Analysts • Corporate Executive • Operations Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Senior Vice President/Chief Investment Officer at Western Corporate Federal Credit Union
Location:
Orange County, California Area
Industry:
Investment Management
Full Profile

Joel Meltz Santa Ana, CA

Professions & Specialties

Financial Director • Chief Investment Officer • Financial Officer • Financial Manager • Management Analysts

Experience & Education

Position:
Chief Financial Officer at SoCalUFCW Admin LLC, CFO at Trust Fund Administration
Title:
Chief Financial Officer at SoCalUFCW Admin LLC
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
SoCalUFCW Admin LLC Chief Financial Officersince Mar 1988Trust Fund Administration CFOsince Mar 1988
Full Profile

Terence Lally Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Management Analysts • Financial Manager • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Analyst • Analysts

Experience & Education

Title:
Chief Investment Officer at Spotlight Funds
Location:
Orange County, California Area
Industry:
Investment Management
Full Profile

Brian Malliet Santa Ana, CA

Professions & Specialties

Chief Executive Officer • Co-Founder • Chief Investment Officer • Managing Partner • Corporate Executive • Chief Executive • Founder • Founding Member • Management Analysts • Partner • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative

Experience & Education

Position:
Chief Executive Officer at bkm Capital Partners
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Bkm Capital Partners - Costa Mesa, CAChief Executive Officersince Jan 2013Voit Real Estate Services - Newport Beach, CAChief Investment OfficerMar 2009 - Dec 2012
Skills:
Disposition, Brokerage, Real Estate Economics, Real Estate, Corporate Real Estate, Leases, Real...
Full Profile

Hansford Iv Santa Ana, CA

Professions & Specialties

Vice President • Chief Digital Officer • Chief Investment Officer • Chief Executive • Technology Manager • Technical Managers • Management Analysts • Project Managers • Analyst • Investor • Project Manager • Analysts • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Portfolio Management, Structured Products Analyst, MBS/ABS Desk at Pacific...
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Pacific Investment Management Company Vice President, Portfolio Management, Structured Products Analyst, MBS/ABS Desksince Apr 2004Pacific Investment Management Company Trade Assistant, Portfolio Management Trade Support, MBS/ABSApr 2002 - Apr 2004
Skills:
ABS/MBS analysis: Credit cards, auto loans/leases, dealer floorplans, FFELP student loans, private ...
Full Profile

Bill Boynton Santa Ana, CA

Professions & Specialties

Chairperson • Chief Information Officer • Chief Investment Officer • Chief Executive Officer • Chief Executive • Technology Director • Technology Manager • Technical Managers • Management Analysts • Corporate Executive • Operations Manager • Project Managers • Leader • Managers • Business Administrator • Biotechnology Professional • Biologist • Biological Scientist • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
President & Chief Investment Officer at Barmston Capital & Advisors
Title:
President & CIO at Barmston Capital & Advisors
Location:
Orange County, California Area
Industry:
Venture Capital & Private Equity
Work history:
Barmston Capital & Advisors - Orange County, CaliforniaPresident & Chief Investment Officersince 2012Teva Pharmaceuticals Executive Director Continuous Improvement2008 - 2012
Skills:
Six Sigma, Operational Excellence, Management Consulting, Strategic Planning, Portfolio Management, ...
Full Profile

Talya Nevo-hacohen Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Management Analysts • Financial Director • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Advisor • Investor • Office Runner • Contractor • Courier • Agent • Sales Representative • Master of Business Administration • Independent Business Owners • Student Worker

Experience & Education

Position:
Chief Investment Officer at Sabra Health Care REIT, Inc.
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Sabra Health Care REIT, Inc. Chief Investment Officersince Nov 2010Consultant (Self-employed) Consultant, real estate financeMar 2009 - Nov 2010
Full Profile

Glenn Hoey Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Director • Management Analysts • Operations Manager • Corporate Executive • Chief Executive • Investor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Pilot • Air Transportation Worker • Loan Accountant • Relationship Manager • Account Service Manager • Client Service Officer • Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Economist • Master of Business Administration • Graphic Designer • Customer Service

Experience & Education

Title:
Investor
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Security Investing Group, LLC - Brea, CaliforniaChief Investment OfficerSep 2011 - Sep 2012Merrill Lynch Complex Director1996 - 2009
Full Profile

Richard Jackman Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Financial Manager • Management Analysts • Operations Manager • Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Moderator • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Service Operations Expert • Tax Accountant • Commodities Clerk

Experience & Education

Position:
Chief Investment Officer at Barth Financial Advisors, LLC, Registered Principal at JW Cole, Loan...
Title:
Certified Financial Planner™ Practitioner specializing in Comprehensive Financial / Wealth Mgmt & Asset Protection
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Barth Financial Advisors, LLC - 333 City Blvd West, Suite 2050 Orange, CA 92868Chief Investment Officersince Jun 1995JW Cole - 333 City Blvd West, Ste 2050, Orange, CA 92868Registered Principalsince Jun 2012
Skills:
Comprehensive Financial Planning, Alternative Investments, Wealth Management, Investment Advisory,...
Certifications:
Certified Financial Planner™ Practitioner, Certified Financial Planner Board of Standards, Inc
Full Profile

Robert Riedl Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Financial Director • Management Analysts • Financial Officer • Financial Manager • Investor • Analyst • Security • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Chief Investment Officer at Consumer Portfolio Services
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Consumer Portfolio Services - Irvine, CaliforniaChief Investment Officersince Jan 2003Northwest Capital Appreciation, Inc. Principal1999 - 2002
Full Profile

Kevin O'grady Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Financial Director • Management Analysts • Financial Officer • Financial Manager • Chief Executive

Experience & Education

Position:
Chief Investment Officer at Palo Capital, Inc.
Title:
Chief Investment Officer, Palo Capital
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Palo Capital, Inc. Chief Investment Officersince Dec 2004Valence Semiconductor Chief Financial Officer1999 - 2003
Full Profile

Marcel Bruetsch Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Board Member • Management Analysts • Management Team Executive • Operations Manager • Founding Member • Chief Executive • Production Manager • School Principal • School Administrator • Educational Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Lieutenant • Advisor • Entrepreneur • Business Administrator • Managers • Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Master of Business Administration • Bachelor of Science • Market Research Analyst

Experience & Education

Position:
Principal / Chief Investment Officer at Capital Benefit, Inc., Member at UCLA Anderson Alumni Board ...
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Capital Benefit, Inc. Principal / Chief Investment Officersince Nov 2009UCLA Anderson Alumni Board of Directors - Greater Los Angeles AreaMembersince Apr 2012
Skills:
Financial Analysis, Real Estate, Negotiation, Marketing, Investments, Multilingual, Property...
Languages:
English, French, German
Certifications:
Real Estate Broker, California Department of Real Estate
Enrolled Agent, U.S. Department of the Treasury
Full Profile

Joe Bronson Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Chairperson • Financial Manager • Management Analysts • Chief Executive • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Counselor • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Builder • Construction Specialist • Construction Laborer • Clerical Specialist • Administrative Associate • Administrative Clerk

Experience & Education

Position:
Licensed Portfolio Manager at ECM Investment Management Inc., President & Chief Investment...
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Century 21 All Stars Realty Investment ConsultantDec 2005 - Sep 2008Keller Williams Investment ConsultantAug 2005 - Sep 2008
Skills:
- Financial & Strategic Planning, - Equity & Fixed Income Investment Management, - Complex ...
Full Profile

Jesse Cash Santa Ana, CA

Professions & Specialties

Chairperson • Chief Executive Officer • Chief Investment Officer • Chief Executive • Corporate Executive • Management Analysts • Manager • Founding Member • Operations Manager • Supervisor • Managers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Front Desk Clerk • Fundraiser • Fundraising Officer • Pastoral Worker • Technician • Contractor • Clerical Specialist • Front Office Receptionist • Clergy • Technical Specialist • Technical Support Specialists • Certified Nurse Aide • Nurse • Nurse Practitioner • Master of Arts • Personal Trainer • Fitness Trainer • Sales Representative • Educator • Education Professional • Instructor • Independent Business Owners

Experience & Education

Position:
Communications Supervisor at Hilton Anaheim, President / CEO / Chief Investment Officer at...
Title:
Communications Supervisor at Hilton Anaheim
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Hilton Anaheim - Anaheim, CACommunications Supervisorsince Nov 2011Moonstone Investments Incorporated President / CEO / Chief Investment Officersince Nov 2009
Languages:
Spanish
Full Profile

Stuart Sneddon Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Management Analysts

Experience & Education

Position:
Chief Investment Officer at Tower Asset Management
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Tower Asset Management Chief Investment Officersince Jan 1991
Full Profile

Frank Eder Santa Ana, CA

Professions & Specialties

Chairperson • Founder • Chief Investment Officer • Managing Partner • Partner • Chief Executive • Founding Member • Management Analysts • Sales Manager • Operations Manager • Project Managers • School Principal • School Administrator • Educational Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Investor • Area Manager • Managers • Hospital Care Professional • Health Professional • Health Practitioner • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Customer Service • Engineering Specialist

Experience & Education

Position:
President and Founder at Newport Coast Capital Management, LLC
Title:
President of Newport Coast Capital Management
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Newport Coast Capital Management, LLC President and Foundersince Jan 1996Friedman Fleischer & Lowe Operating ExecutiveAug 1998 - May 1999
Full Profile

Gary Gordon Santa Ana, CA

Professions & Specialties

Chairperson • Chief Executive Officer • Chief Investment Officer • Chief Executive • Corporate Executive • Management Analysts • Financial Manager • Counselor • Investor • Advisor • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President, CEO at Pacific Park Financial, Inc., President, Chief Investment Officer at Pacific Park ...
Title:
President, Pacific Park Financial, Inc.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Pacific Park Financial, Inc. President, CEOsince May 2002Pacific Park Financial, Inc. President, Chief Investment Officersince May 2002
Skills:
ETFs, Mutual Funds, Investments, Equities, Alternative Investments, Asset Managment, Investment...
Full Profile

John Belanich Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Management Analysts • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Sales Agent • Real Estate Manager • School Principal • School Administrator • Educational Manager • Financial Analyst • Lawyers • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer

Experience & Education

Position:
Principal at JSB Realty
Title:
Commercial Real Estate Executive
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
JSB Realty - Irvine, CaliforniaPrincipalsince Oct 2009Diversified Equity Investments Corp. (renamed Fortus Property Group) - Irvine, CaliforniaChief Investment OfficerAug 2003 - Oct 2009
Full Profile

Jason Perrin Santa Ana, CA

Professions & Specialties

Financial Director • Chief Investment Officer • Executive Vice President • Financial Officer • Financial Manager • Management Analysts • Vice President • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • School Administrator • Educational Manager

Experience & Education

Position:
Chief Financial Officer & Chief Investment Officer at DMB Pacific Ventures
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
DMB Pacific Ventures - San Francisco Bay AreaChief Financial Officer & Chief Investment Officersince Jun 2012Summit Land Partners, LLC Executive Vice President / CFOJun 2010 - Jun 2012
Full Profile

Andrew Heine Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Management Analysts • Account Analyst • Customer Service Associate • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Account Analyst at PIMCO
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
PIMCO - Newport Beach, CAAccount Analystsince Feb 2013UC Irvine Student Managed Investment Fund - Orange County, California AreaChief Investment OfficerMay 2011 - Jan 2013
Certifications:
2013 Level II CFA Candidate, CFA Institute
Full Profile

K Willardson Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Management Analysts

Experience & Education

Title:
Chief Investment Officer at First American Trust
Location:
Orange County, California Area
Industry:
Investment Management
Full Profile

Michael Wright Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Management Analysts • Analyst • Generalist • Investor • Apprentice • Analysts • Retail Professional • Retail Salesperson • Student Worker

Experience & Education

Position:
Analyst at Spotlight Funds
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Spotlight Funds - Laguna Beach, CAAnalystsince Jul 2010Tejas Securities Group, Inc. - Austin, Texas AreaInternJun 2008 - Jul 2008
Full Profile

Alexander Kerhulas Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Director • Management Analysts • Operations Manager • Community Service Manager • Research Analyst • Researcher • Research Assistant • Survey Researcher • Credit Analyst • Loan Accountant • Accounting Bookkeeper • Bookkeeper • Student Worker • Team Member • Paralegal

Experience & Education

Position:
Credit Analyst at Pacific Asset Management
Title:
Credit Research Analyst
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Pacific Asset Management - Newport Beach, CACredit Analystsince Jun 2012Trust Company of the West - Greater Los Angeles AreaEquity Research InternApr 2011 - Aug 2011
Skills:
Credit Analysis, Microsoft Office, Bloomberg, Stata, Financial Analysis, Morningstar Direct, High...
Languages:
English, Spanish
Full Profile

Mitch Pletcher Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Chairperson • Chief Information Officer • Founder • Management Analysts • Chief Executive • Technology Director • Technology Manager • Technical Managers • Founding Member • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Educational Manager

Experience & Education

Position:
President/CIO at Concord Investment Counsel
Title:
Chief Investment Officer at Concord Investment Counsel
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Concord Investment Counsel President/CIOsince Nov 1991Shearson Lehman Portfolio ManagerJan 1989 - Nov 1991
Full Profile

David Hinman Santa Ana, CA

Professions & Specialties

Owner • Chief Investment Officer • Partner • Chief Executive • Management Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Investment Officer at SW Asset Management
Title:
Owner, SW Asset Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
SW Asset Management Chief Investment Officersince Jul 2009Drake Management Global Head of CreditSep 2006 - Jul 2009
Full Profile

Robert Panetti Santa Ana, CA

Professions & Specialties

Vice President • Chief Investment Officer • Chief Executive • Financial Manager • Management Analysts • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Investor • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Portfolio Manager at BlackRock
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
BlackRock Vice President, Portfolio Managersince May 2008Tax & Financial Group Chief Investment OfficerMay 2007 - Apr 2008
Skills:
Portfolio Management, Investment Analysis, Client Relations
Full Profile

Talya Nevo Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Management Analysts • Senior Vice President • Vice President • Corporate Executive • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Apprentice • Advisor • Contractor • Independent Business Owners • Student Worker

Experience & Education

Title:
Chief Investment Officer at Sabra Health Care REIT, Inc.
Location:
Orange County, California Area
Industry:
Real Estate
Full Profile

Morgan Christen Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Management Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Chief Investment Officer at Signature Resources Capital Management
Location:
Orange County, California Area
Industry:
Financial Services
Full Profile

Brian Stewart Santa Ana, CA

Professions & Specialties

Owner • Chief Investment Officer • Chief Executive • Management Analysts • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Law Specialist • General Counsel • Lawyers • Of Counsel • Jurist • Legal Counsel

Experience & Education

Position:
Owner at Brian P. Stewart, APC
Title:
Owner, Brian P. Stewart, APC
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
Brian P. Stewart, APC - Newport Beach, CaliforniaOwnersince Jun 2002Loyd Capital Management General Counsel Real EstateJul 2009 - Mar 2010
Full Profile

Srisakul Gu Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Management Analysts • Master of Business Administration • Management Analyst • Apprentice • Analysts • Student Worker • Systems Administrator • Computer Systems Administrator • IT Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
MBA
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
MULTI ASSET MANAGEMENT CO., LTD. (MULTIAM 2010) - Bangkok, ThailandGlobal Asset & Investment Management AnalystOct 2010 - Feb 2012THE STOCK EXCHANGE OF THAILAND - Bangkok, ThailandMarket Development Intern (MBA Summer Intern)Jun 2009 - Jul 2009
Full Profile

Brian Thomas Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Founder • Management Analysts • Founding Member • Chief Executive • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Editor • Team Member

Experience & Education

Position:
Chief Investment Officer at AG Asset Advisory, LLC
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
AG Asset Advisory, LLC Chief Investment Officersince Jan 2012Varsity Investor - Mission Viejo, CAFounder & EditorMay 2011 - Dec 2011
Full Profile

Scott Rickard Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Management Analysts • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Chief Investment Officer at Granite Investment Group
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Granite Investment Group Chief Investment Officersince Aug 2002
Full Profile

Peter Crane Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Financial Director • Management Analysts • Financial Officer • Financial Manager • School Principal • School Administrator • Educational Manager • Agent • Sales Agent • Sales Representative • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • IT Specialist

Experience & Education

Position:
Trustee at Patrick Trust, Chief Investment Officer at Crane Invstments
Title:
Chief Investment Officer at Crane Investments
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Patrick Trust - Irvine, CATrusteesince Aug 2010Crane Invstments - Newport Beach, CaChief Investment Officersince Jan 1996
Languages:
Spanish
Full Profile

Raj Vijay Santa Ana, CA

Professions & Specialties

Vice President • Chief Investment Officer • Development Director • Director • Chief Executive • Management Analysts • HR Manager • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Vice President - Asset Management at Five Point Communities
Title:
Vice President at Five Point Communities
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Five Point Communities Vice President - Asset Managementsince Jan 2005Lennar Director - Asset Management GroupJan 2005 - Jul 2009
Full Profile

Bob Peterson Santa Ana, CA

Professions & Specialties

Chief Executive Officer • Chief Investment Officer • Corporate Executive • Chief Executive • Management Analysts • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer

Experience & Education

Position:
Managing Director at Buchanan Street Partners
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Buchanan Street Partners Managing DirectorCornerstone Real Estate Funds Chief Investment OfficerOct 2005 - Jun 2008
Full Profile

Clark Neuhoff Santa Ana, CA

Professions & Specialties

Vice President • Chief Investment Officer • Chief Executive • Management Analysts • HR Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Chief Investment Officer at Alere Property Group
Title:
Vice President at Alere Property Group
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Alere Property Group Chief Investment Officersince Jan 2004Sares-Regis Group Vice PresidentJun 2001 - Jun 2004
Full Profile

Scott Sanfilippo Santa Ana, CA

Professions & Specialties

Partner • Chief Investment Officer • Chief Executive • Management Analysts • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Partner at Greenlaw Partners
Location:
Orange County, California Area
Industry:
Commercial Real Estate
Work history:
Greenlaw Partners Partnersince Jul 2010Crown Realty & Development Chief Investment OfficerOct 2000 - Jul 2010
Skills:
Disposition, Real Estate, Real Estate Development, Asset Managment, Real Estate Economics
Full Profile

Talya Hacohen Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Management Analysts • Senior Vice President • Vice President • Corporate Executive • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Management Consultant • Apprentice • Advisor • Contractor • Management Analyst • Analysts • Independent Business Owners • Student Worker

Experience & Education

Title:
Chief Investment Officer at Sabra Health Care REIT, Inc.
Location:
Orange County, California Area
Industry:
Real Estate
Full Profile

Cfa Christen Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Chairperson • Management Analysts • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Investment Officer at Signature Resources Capital Management, LLC
Title:
Chief Investment Officer at Signature Resources Capital Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Signature Resources Capital Management, LLC Chief Investment Officersince Nov 2006CharterWest Consulting Inc PresidentOct 1996 - Nov 2006
Full Profile

Jay Harrison Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Treasurer • Management Analysts • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Investment Officer at ClearinghouseCDFI
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
ClearinghouseCDFI Chief Investment OfficerCommercial Capital Bank SVP TreasurerJan 2004 - Dec 2006
Full Profile

Archibald Asawa Santa Ana, CA

Professions & Specialties

Vice President • Chief Investment Officer • Financial Director • Chief Executive • Management Analysts • Financial Officer • Financial Manager

Experience & Education

Position:
Vice President, CFO and Chief Investment Officer at Soka University of America
Location:
Orange County, California Area
Industry:
Higher Education
Work history:
Soka University of America Vice President, CFO and Chief Investment Officer
Full Profile

Rk Khalfani Santa Ana, CA

Professions & Specialties

Chief Executive Officer • Chief Investment Officer • Corporate Executive • Chief Executive • Management Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Chief Investment Officer at Aspyration Financial, Managing Director/REO Financial Services at...
Title:
Managing Director/REO Financial Services at Capital Cove Bancorporation
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Aspyration Financial Chief Investment OfficerCapital Cove Bancorporation Managing Director/REO Financial Servicessince Jul 2010
Full Profile

Jay Harrison Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Treasurer • Management Analysts • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Investment Officer at ClearinghouseCDFI
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
ClearinghouseCDFI Chief Investment OfficerCommercial Capital Bank SVP TreasurerJan 2004 - Dec 2006
Full Profile

Jamie Kitchens Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Management Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Investment Officer at National Retirement Partners
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
National Retirement Partners Chief Investment Officer
Full Profile

John Buckingham Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Management Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Investment Officer at Al Frank Asset Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Al Frank Asset Management Chief Investment Officer
Full Profile

Bob Peterson Santa Ana, CA

Professions & Specialties

Chief Investment Officer • Management Analysts • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Chief Investment Officer at Cornerstone Real Estate Funds
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Cornerstone Real Estate Funds Chief Investment Officer
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