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Management Analysts in Florida

Management Analysts in Sarasota, FL

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19 results found

Jim Kauffmann Sarasota, FL

Professions & Specialties

Manager • Chief Investment Officer • Chairperson • Chief Executive Officer • Operations Manager • Management Analysts • Chief Executive • Corporate Executive • Technology Director • Technology Manager • Technical Managers • Financial Manager • Investor • Advisor • Counselor • Team Member • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Investment Analyst • Puchasing and Estimating Manager • Research Scientist • Sales Representative

Experience & Education

Position:
President and Chief Investment Officer at Bay Point Advisors, LLC.
Title:
Private Investor and Fund Manager
Location:
Sarasota, Florida
Industry:
Investment Management
Work history:
Bay Point Advisors, LLC. - New York, Atlanta, Sarasota, FloridaPresident and Chief Investment Officersince Dec 2011The Citadel Group - New YorkHead of Traditional Fixed Income2009 - 2011
Skills:
Fixed Income, Portfolio Management, Hedge Funds, Asset Allocation, Relative Value, Mutual Funds,...
Full Profile

Elizalde Raul Sarasota, FL

Professions & Specialties

Chairperson • Chief Investment Officer • Vice President • Chief Executive • Management Analysts • Financial Manager • Corporate Executive • Project Managers • Advisor • Custodian • Custodial Worker • Cleaners • Project Manager • Analyst • Team Member • Analysts • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Investment Analyst • Puchasing and Estimating Manager • Mathematician • Graphic Designer

Experience & Education

Position:
President at Path Financial LLC
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Path Financial LLC Presidentsince Mar 2008Michael Saunders Securities Corp Vice PresidentJan 2003 - Jul 2008
Skills:
Investment Management, Portfolio Management, Investment Research & Strategy, Fixed-Income Research
Full Profile

Ann Fry Sarasota, FL

Professions & Specialties

Chief Executive Officer • Non-Executive Director • Corporate Executive • Chief Executive • Management Analysts • Technology Director • Technology Manager • Technical Managers • Personnel Administrator • Operations Manager • Training and Development • Human Resources Specialist • Employee Relations Specialist • Labor Relations Specialist • Recruitment • Training Manager • Managers

Experience & Education

Position:
CEO at Bluewater Business Consulting LLC, Non-Executive Director at RD Analytical Limited
Title:
CEO at Bluewater Business Consulting LLC
Location:
Sarasota, Florida Area
Industry:
Management Consulting
Work history:
Bluewater Business Consulting LLC CEOsince 2009RD Analytical Limited Non-Executive Directorsince Feb 2008
Skills:
Strategic Planning, Profit Improvement, Management Consulting, New Business Development, Public...
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David Chessler Sarasota, FL

Professions & Specialties

Chief Executive Officer • Chief Investment Officer • Founder • Corporate Executive • Chief Executive • Management Analysts • Founding Member • IT Specialist

Experience & Education

Position:
Managing Director / Chief Investment Officer at Great White Shark Opportunity Fund
Title:
Managing Director at Great White Shark Opportunity Fund
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Great White Shark Opportunity Fund - West Palm Beach, Florida AreaManaging Director / Chief Investment Officersince May 2012GPS Industries, LLC - Sarasota, FLManaging Director2010 - 2012
Skills:
Investments, Venture Capital, Entrepreneur, Start-ups, Mergers, Wireless, Business Planning, New...
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Richard Dobry Sarasota, FL

Professions & Specialties

Non-Executive Director • Owner • Chief Executive Officer • Chairperson • Management Analysts • Chief Executive • Corporate Executive • Advisor • Senior Advisor • Consumer Goods Professional • Commodities Clerk • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Analysts • Managers • Logistics Supervisor • Logistician • Automotive Professional

Experience & Education

Position:
Principle and Owner at RF Dobry, Strategic Advisory Services
Title:
Independent Advisor and Non-Executive Director
Location:
Sarasota, Florida Area
Industry:
Consumer Goods
Work history:
RF Dobry, Strategic Advisory Services Principle and Ownersince Jul 2008Cott Beverages President, Cott North AmericaJun 2007 - Jul 2008
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Raul Elizalde Sarasota, FL

Professions & Specialties

Chairperson • Chief Information Officer • Chief Investment Officer • Vice President • Chief Executive • Technology Director • Technology Manager • Technical Managers • Management Analysts • Advisor • Custodian • Custodial Worker • Cleaners • Mathematician • Graphic Designer • Property Manager • Real Estate Manager

Experience & Education

Position:
President, CIO at Path Financial LLC
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Path Financial LLC President, CIOsince Mar 2008Michael Saunders Securities Corp Vice PresidentJan 2003 - Jul 2008
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Bill Chapman Sarasota, FL

Professions & Specialties

Director • Treasurer • Chairperson • Independent Director • Owner • Operations Manager • Financial Officer • Financial Manager • Chief Executive • Non-Executive Director • Management Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Software Developers

Experience & Education

Position:
Trustee Emeritus at Bowdoin College, Director & Treasurer at Sarasota Memorial Heathcare...
Title:
Mutual Fund Independent Trustee
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Bowdoin College Trustee Emeritussince May 2013Sarasota Memorial Heathcare Foundation, Inc. - Sarasota, Florida AreaDirector & Treasurersince Oct 2011
Skills:
Marketing, Sales, Sales Management, Investments, Management Consulting
Full Profile

Harald Hvideberg Sarasota, FL

Professions & Specialties

Chief Investment Officer • Management Analysts • Financial Manager • Technology Manager • Technical Managers • Operations Manager • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Recruitment • Model • Performer • Security • Senior Analyst • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Investment Officer at Wood Asset Management
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Wood Asset Management Chief Investment Officersince Mar 2004William R. Hough & Co. Portfolio Manager & Senior AnalystJul 1997 - Feb 2004
Certifications:
Chartered Financial Analyst (CFA), CFA Institute
Full Profile

Richard Gerrity Sarasota, FL

Professions & Specialties

Chief Investment Officer • Management Analysts

Experience & Education

Position:
Chief Investment Officer at Lydian Bank and Trust
Location:
Sarasota, Florida Area
Industry:
Banking
Work history:
Lydian Bank and Trust Chief Investment Officer
Full Profile

Wendy Jankoski Sarasota, FL

Professions & Specialties

Chief Investment Officer • Chairperson • Management Analysts • Chief Executive • Advisor

Experience & Education

Position:
President and Chief Investment Officer at Wealth Architects LLC
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Wealth Architects LLC - Sarasota, Florida, and New York, NYPresident and Chief Investment Officersince 1994
Skills:
Investment Advisory, Financial Modeling, Valuation, Due Diligence, Strategic Planning, Business...
Full Profile

Rick Dobry Sarasota, FL

Professions & Specialties

Non-Executive Director • Management Analysts • Advisor • Consumer Goods Professional • Commodities Clerk • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Independent Advisor and Non-Executive Director
Location:
Sarasota, Florida Area
Industry:
Consumer Goods
Full Profile

Heather Pagington Sarasota, FL

Professions & Specialties

Independent Director • Non-Executive Director • Management Analysts • Operations Manager • Advocate • Jurist • Legal Counsel • Human Resources Specialist • Recruitment • Data Scientist • Commodities Clerk • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Independent Director at Thirty-One Gifts, Client Service Advocate at Ceridian Benefits Services,...
Location:
Sarasota, Florida Area
Industry:
Human Resources
Work history:
Thirty-One Gifts Independent Directorsince Feb 2012Ceridian Benefits Services Client Service Advocatesince Aug 2000
Full Profile

Philip Sampiere Sarasota, FL

Professions & Specialties

Chairperson • Chief Executive Officer • Chief Investment Officer • Chief Executive • Corporate Executive • Management Analysts • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
President, CEO & Chief Investment Officer at Next Project Group,Inc
Title:
President CEO at The Money Tree Lending Group, Inc
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Next Project Group,Inc President, CEO & Chief Investment Officersince Apr 2006Next Project Group, Inc President CEO2006 - 2009
Full Profile

Chris Jefferson Sarasota, FL

Professions & Specialties

Chief Investment Officer • Managing Partner • Management Analysts • Partner • Chief Executive • Financial Manager • Security • Analysts • Team Member • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Investment Banking Analyst • Investment Analyst • Banker • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Analyst • Master of Business Administration • Research Specialist • Research Scientist • Entertainer

Experience & Education

Work

Company:
Celestial advisors, llc
Managing partner and chief investment officer
Company:
Merrill lynch & co - New York, NY
Investment banking officer, industrial technology & security

Skills

Valuation, M&A, Corporate Development, Joint Ventures, Tax
Full Profile

Cliff Whatmore Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Chief investment officer at mab investments
Title:
WEALTH AND FAMILY MANAGEMENT
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Mab investments Chief investment officerSOUTH GATE GOURMET OWNER2003 - 2007
Skills:
PRIVATE WEALTH MANAGEMENT, INCLUDING INTELLECTUAL, PERSONAL, SOCIAL AND FINANCIAL WEALTH OF FAMILIES
Full Profile

Sal Diaz-verson Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Owner at diazverson capital
Title:
Owner, diazverson capital
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Diazverson capital OwnerAFLAC Inc. President and Chief Investment officer1974 - Aug 1994
Full Profile

Francis Long Sarasota, FL

Professions & Specialties

Licensed Real Estate Broker • Property Manager • Real Estate Manager • Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Realtor associated with Coldwell Banker Residential Brokerage
Location:
Sarasota, Florida Area
Industry:
Real Estate
Full Profile

Jeffrey Mccurdy Sarasota, FL

Professions & Specialties

Founder • Board Member • Chairperson • Founding Member • Chief Executive • Management Team Executive • Operations Manager • Director of Operations • Financial Officer • Financial Manager • Management Analysts • Technology Director • Technology Manager • Technical Managers • School Principal • School Administrator • Educational Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Security • Operations Officer • Analysts • Airline Pilot • Air Transportation Worker • Commander • Master of Business Administration • Bachelor of Arts

Experience & Education

Position:
Founder and Principal at Guardsman Private Capital Management, Investment Committee Chairman and...
Title:
Principal, Guardsman Private Capital Management
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Guardsman Private Capital Management Founder and Principalsince 2000Community Foundation of Sarasota County - Sarasota, Florida AreaInvestment Committee Chairman and Board Membersince 2011
Full Profile

Beth Cotner Sarasota, FL

Professions & Specialties

Board Member • Management Team Executive • Operations Manager • Management Analysts • Financial Manager • Financial Services Professional • Financial Services Sales Agent • Counselor • Independent Contractor • Advisor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Investment Analyst • Puchasing and Estimating Manager • IT Specialist

Experience & Education

Position:
Member at Gulf Coast Venture Forum, consultant at Self-employed
Title:
Independent Financial Services Professional
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Gulf Coast Venture Forum Membersince 2008Self-employed Consultantsince 2003
Skills:
Investments, Equity Research, Portfolio Management, Series 7, Equities, Mutual Funds, Alternative...
Certifications:
CFA, CFA Institute
Full Profile

Management Analystss near Sarasota, FL01Saint PetersburgPort CharlotteBradenton


Management Analystss around Sarasota, FL

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Management Analystss in Florida