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Investment Analysts in Beverly Hills, CA

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54 results found

Devin Barshay Beverly Hills, CA

Professions & Specialties

Portfolio ManagerBankerInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSales ManagerSales DirectorFinancial ManagerOperations ManagerBusiness AdministratorResearcherSurvey ResearcherSales ExecutiveSales RepresentativeAdvertising Sales Agent

Experience & Education

Position:
Portfolio Manager at Coldwell Banker/Housing Assist of America
Title:
Portfolio Manager at Coldwell Banker/Housing Assist.
Location:
Beverly Hills, California
Industry:
Real Estate
Work history:
Coldwell Banker/Housing Assist of America Portfolio Managersince Jan 2011Elegran Real Estate & Development Real Estate Agent/Group & Sales ManagerApr 2007 - Jan 2011
Skills:
Real Estate, Real Estate Transactions, Investments, Sales, Finance, Selling, Market Analysis,...

Juan Robertson Beverly Hills, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFounderChairpersonCo-FounderFounding MemberChief ExecutiveFinancial ManagerComputer Network ProfessionalNetwork Administrator

Experience & Education

Position:
Portfolio Manager at Juniper Capital Group and Juniper Realty Advisors, LLC, Co-Founder &...
Title:
Founder & President - China International Infrastructure Development Advisors
Location:
Beverly Hills, California
Industry:
Investment Banking
Work history:
Juniper Capital Group and Juniper Realty Advisors, LLC Portfolio Managersince Nov 2000China International Infrastructure Development Advisors Co-Founder & Presidentsince Mar 1999
Skills:
Finance, Executive Management, Project Management, Project Finance, Private Equity, Contract...

Teddy Stewart Beverly Hills, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerManagerOperations ManagerFinancial ManagerSales ManagerSales Executive

Experience & Education

Position:
Manager/Sales at Hours Minutes Seconds
Title:
Manager at Hours Minutes Seconds
Location:
Beverly Hills, California
Industry:
Retail
Work history:
Hours Minutes Seconds - Beverly Hills, CAManager/Salessince Apr 2010McKenna BMW - Norwalk, CAPortfolio Manager2009 - 2010

Jack Dezell Beverly Hills, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerPhysicianCounselorAdvisorFinancial ManagerRetail ProfessionalRetail Salesperson

Experience & Education

Position:
Portfolio Manager at The Physicians Group
Title:
Portfolio Manager
Location:
Beverly Hills, California
Industry:
Insurance
Work history:
The Physicians Group - Beverly Hills,CAPortfolio Managersince 2012Nadrich and Cohen Client ConsultantJun 2009 - Jun 2010

Lynn Browne Beverly Hills, CA

Professions & Specialties

Investment Management ProfessionalInvestment AnalystPuchasing and Estimating ManagerFinancial Manager

Experience & Education

Title:
Independent Investment Management Professional
Location:
Beverly Hills, California
Industry:
Investment Management

Scott Davis Beverly Hills, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerDeputy DirectorDeputy ManagerChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Associate Director at Convergent Wealth Advisors
Title:
Associate Director, Convergent Wealth Advisors
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Convergent Wealth Advisors Associate Directorsince Mar 2011Lexington Commercial Holdings Portfolio ManagerDec 2005 - Mar 2011

David Giovannitti Beverly Hills, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerManagerSenior Vice PresidentVice PresidentOperations ManagerChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Sr. Investment Manager /Senior Vice President at Wells Fargo
Title:
Senior Investment Strategist
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Wells Fargo - Beverly HillsSr. Investment Manager /Senior Vice Presidentsince Aug 2003Mellon Financial Vice President, Portfolio Manager1996 - 2003
Skills:
Wealth Management, Asset Allocation, Portfolio Management, Alternative Investments, Investment...
Certifications:
Chartered Financial Analyst

Aric Zamel Beverly Hills, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSenior Vice PresidentVice PresidentChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Vice President - Wealth Management at UBS Financial Services Inc.
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
UBS Financial Services Inc. - Beverly Hills, CASenior Vice President - Wealth Managementsince Feb 2009Citigroup/Smith Barney Vice President - Wealth ManagementSep 2001 - Feb 2009

Wes Gallup Beverly Hills, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerDirector of OperationsOperations ManagerFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystsStudent Worker

Experience & Education

Position:
Director of Operations at Checchi Capital Advisers
Location:
Beverly Hills, California
Industry:
Investment Management
Work history:
Checchi Capital Advisers - Beverly Hills, CADirector of Operationssince 2009Eden Capital Management Portfolio Manager2007 - 2009

Chris Rust Beverly Hills, CA

Professions & Specialties

Investment AnalystTraderPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersTutorFinancial AnalystFinancial Manager

Experience & Education

Work

Company:
Pepperdine university
Private tutor
Company:
Self employed
Investment analyst and trader

J. Mangelsdorf Beverly Hills, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate Sales AgentReal Estate ManagerFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Auburn properties
Asset manager
Company:
Resolution trust corporation - Newport Beach, CA
Asset manager

Skills

Acquisitions, affordable housing, balance sheet management, Brownfield remediation, budgeting,...

Don Schwarz Beverly Hills, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Senior Portfolio Manager at RBC Wealth Management
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
RBC Wealth Management Senior Portfolio Managersince Mar 2009

Chris Rust Beverly Hills, CA

Professions & Specialties

Investment AnalystTraderPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersTutorFinancial ManagerLoan Accountant

Experience & Education

Work

Company:
Pepperdine university
Private tutor
Company:
Self employed
Investment analyst and trader

Neeloy Devani Beverly Hills, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerBankerFinancial Services ProfessionalFinancial Services Sales AgentManaging MemberManagerOperations ManagerFinancial ManagerChief ExecutiveAnalysts

Experience & Education

Work

Company:
Beachwood capital llc
Managing member
Company:
Ivory investment mangement, l.p - Los Angeles, CA
Portfolio manager

Chris Rust Beverly Hills, CA

Professions & Specialties

Investment AnalystTraderFinancial ConsultantPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinancial Manager

Experience & Education

Work

Company:
Finance and accounting
Investment analyst and trader
Company:
Publicity department chairseptember - West Hollywood, CA
Financial consultant

Sean Kia Beverly Hills, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerApprenticeStudent WorkerFinancial Manager

Experience & Education

Work

Company:
L.a.t investment corporation
Investment analyst
Company:
Ubs - New York, NY
Alternative and quantitative investments intern

Sean Kia Beverly Hills, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerApprenticeFinancial ManagerStudent Worker

Experience & Education

Work

Company:
L.a.t. investment corporation
Investment analyst
Company:
Ubs - New York, NY
Alternative and quantitative investments intern

Skills

Microsoft Office

Jonathan Dannenfelser Beverly Hills, CA

Professions & Specialties

Puchasing and Estimating ManagerLoan OfficersVice President of OperationsVice PresidentOperations ManagerChief ExecutiveCommercial Property ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerReal Estate Sales AgentAccounts PayableAccounts Payable SpecialistAccounts ReceivableSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeFinancial ManagerPersonnel SpecialistRecruitmentDatabase Administration ProfessionalDatabase AdministratorAdvisorCarpentry WorkerConstruction AdministratorConstruction Manager

Experience & Education

Position:
Vice President - Operations at Crawford Park Financial, Commercial Property Manager at C & S...
Title:
Vice President of Operations at Crawford Park Financial
Location:
Beverly Hills, California
Industry:
Real Estate
Work history:
Crawford Park Financial - Beverly Hills, CAVice President - Operationssince Nov 2011C & S Enterprises, Inc. - Beverly Hills, Sherman Oaks & North HollywoodCommercial Property Managersince Nov 2005
Short Sale Negotiator / Investment Analyst at Exit Strategy Group

Rachel Paturi Beverly Hills, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerAccounts Payables CoordinatorAccounts Payable ManagerAccounts Payable SpecialistAccounts PayableMarket AnalystSEO SpecialistMarket Research AnalystWeb MarketerEntertainment ProfessionalEntertainerMarketing ManagerCamera OperatorsFinancial ManagerChief ExecutiveCorporate ExecutiveOperations ManagerGraphic Design SpecialistGraphic DesignerBusiness AdministratorStudent Worker

Experience & Education

Position:
Marketing and Distribution at Miss India America Pictures, LLC., Marketing and Distribution...
Title:
Accounts Payable Coordinator at Stun Creative
Location:
Beverly Hills, California
Industry:
Entertainment
Work history:
Miss India America Pictures, LLC. - Los Angeles, CAMarketing and Distributionsince Jun 2013Kepler X-47 - Short Film - Los Angeles, CAMarketing and Distribution Strategistsince May 2013
Languages:
Italian

Michael Reveley Beverly Hills, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerChief Executive OfficerBoard MemberCorporate ExecutiveChief ExecutiveManagement Team ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAgentSales RepresentativeFinancial ManagerTechnology DirectorTechnology ManagerTechnical ManagersLoan Accountant

Experience & Education

Position:
Board of Directors at Structural Monitoring Systems, Managing Director at Govdesk
Title:
Managing Director, GovDesk, LLC
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Structural Monitoring Systems - Los Angeles, CABoard of Directorssince Apr 2012Govdesk - Greater Los Angeles AreaManaging Directorsince 1997

Chris Hammond Beverly Hills, CA

Professions & Specialties

Puchasing and Estimating ManagerChief Executive OfficerChairpersonCorporate ExecutiveChief ExecutiveEntertainment ProfessionalEntertainerFinancial ManagerAdvisor

Experience & Education

Position:
President at HE Releasing, CEO at Hammond Entertainment, LLC
Title:
CEO, Hammond Entertainment LLC
Location:
Beverly Hills, California
Industry:
Entertainment
Work history:
HE Releasing Presidentsince Jun 2008Hammond Entertainment, LLC CEOsince Jan 2001
Skills:
Entertainment
Project Investment Analyst at BNP Paribas

Jordan Kahn Beverly Hills, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief Information OfficerManaging PartnerChief ExecutiveTechnology DirectorTechnology ManagerTechnical ManagersPartnerFinancial Manager

Experience & Education

Position:
President & CIO at KAM Advisors
Title:
President & CIO of KAM Advisors
Location:
Beverly Hills, California
Industry:
Investment Management
Work history:
KAM Advisors President & CIOsince Jan 2010Beverly Investment Advisors Managing Partner2007 - 2010

Pamela Smith Beverly Hills, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerReal Estate ManagerDirectorChief Executive OfficerMarketing DirectorOperations ManagerFinancial ManagerCorporate ExecutiveChief ExecutiveMarketing ManagerMarketing AdministratorBachelor of Science

Experience & Education

Work

Company:
Transwestern
Senior real estate manager
Company:
Colliers international - Long Beach, CA
Senior real estate manager

Saied Simozar Beverly Hills, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerChief Executive OfficerCorporate ExecutiveChief ExecutiveManagerFinancial ManagerOperations ManagerDoctor of Philosophy

Experience & Education

Work

Company:
Applied analytics
Managing director
Company:
Nuveen asset management - Los Angeles, CA
Managing director, global interest rates and currency strategies

Anil Kapoor Beverly Hills, CA

Professions & Specialties

CounselorAdvisorResearch AnalystResearch AssistantResearcherSurvey Researcher

Experience & Education

Work

Company:
Clifford swan investment counsel
Portfolio counselor / research analyst - lead research effort
Company:
Ingleside investors - New York, NY
Research analyst

Elizabeth Riddick Beverly Hills, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerProperty ManagerReal Estate ManagerLicensed Real Estate BrokerReal Estate Sales AgentCounselorAdvisorBachelor of ArtsFinancial Manager

Experience & Education

Work

Company:
Topa management company - Los Angeles, CA
Senior property manager
Company:
Cim group - Los Angeles, CA
Senior property manager

Michael Chase Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerOwnerFinancial ManagerCorporate ExecutiveChief ExecutiveSecurityReal Estate ManagerLicensed Real Estate BrokerProperty ManagerReal Estate Sales AgentCommodities Clerk

Experience & Education

Title:
Accomplished Commercial and Medical Buildings Portfolio Manager
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
CB Richard Ellis - Van Nuys, CAGeneral ManagerMay 2010 - Aug 2012Real Estate Talent Solutions General ManagerJan 2010 - May 2010

Paul Criswell Norfolk, VA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerCounselorAdvisorInformation Technology SpecialistIT SpecialistFinancial ManagerSubject Matter ExpertSkilled ProfessionalOperations ManagerCommunity Service ManagerParamedicHospital Care ProfessionalWellness and FitnessHealth ProfessionalHealth PractitionerSchool PrincipalLecturerPostsecondary TeacherSchool AdministratorEducational ManagerBachelor of ArtsAssociate in Applied ScienceGovernment Administration Professional

Experience & Education

Position:
Ambulatory and Inpatient Training at Cedars-Sinai Medical Center, Distributor at Zija, Int'l,...
Title:
CPOE Consultant at Cedars-Sinai Medical Center
Location:
Norfolk, Virginia Area
Industry:
Information Technology and Services
Work history:
Cedars-Sinai Medical Center - Beverly Hills, CAAmbulatory and Inpatient Trainingsince Oct 2011Zija, Int'l Distributorsince Apr 2010
Skills:
Epic, ACLS, PALS, BLS, Program Management, Risk Assessment, Risk Analysis, Risk Mitigation,...
Homeland Security Analyst II at EG&G

Sara Qazi Los Angeles, CA

Professions & Specialties

Portfolio ManagerFinancial ConsultantInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentPsychologistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCorporate ExecutiveFinancial DirectorFinancial ManagerChief ExecutiveFinancial OfficerPsychology SpecialistOperations ManagerSales ManagerFounding MemberEntertainerSales Executive

Experience & Education

Position:
Guided Portfolio Manager at Morgan Stanley Smith Barney
Title:
Guided Portfolio Manager | Financial Advisor at Morgan Stanley Wealth Management
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Beverly Hills, CAGuided Portfolio Managersince 2009UBS Financial Services Corporate Executive ServicesDec 2005 - Sep 2009
Skills:
Investments, Finance, Series 7, Asset Allocation, Securities, Equities, Asset Managment, Strategic...
Certifications:
Certified Financial Planner TM certificate
Series 7 Securities License

Danny Kim Los Angeles, CA

Professions & Specialties

Financial ConsultantPortfolio ManagerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerVice PresidentChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Sr. Vice President, Portfolio Manager, Financial Advisor at Morgan Stanley Wealth Management
Title:
Sr. Vice President, Financial Advisor, Portfolio Manager at Morgan Stanley Wealth Management
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Los Angeles, CASr. Vice President, Portfolio Manager, Financial Advisorsince Sep 2009UBS Wealth Management - Beverly Hills, CAVice PresidentJun 2004 - Sep 2009
Languages:
Korean

Daniel Cardella Pittsburgh, PA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerBankerFinancial Services ProfessionalFinancial Services Sales AgentFounderFounding MemberChief ExecutiveFinancial ManagerSecurityFinance and Accounting SpecialistLoan AccountantAccounting BookkeeperBookkeeperSoftware DevelopersSoftware Developer

Experience & Education

Position:
Founder at Endeavor Equity
Title:
Petroleum Engineering Graduate Student
Location:
Pittsburgh, Pennsylvania
Industry:
Oil & Energy
Work history:
Endeavor Equity - Beverly Hills, CAFoundersince Jun 2006Millennium Partners - NY, NYSenior Portfolio Manager - Direct Investments GroupFeb 2000 - Dec 2005
Skills:
Hedge Funds, Venture Capital, Equities, Private Equity, Software Development
Languages:
English, Spanish

Edgar Ambartsoumian Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentChief Executive OfficerFinancial DirectorChief ExecutiveFinancial ManagerCorporate ExecutiveFinancial OfficerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonFinance and Accounting SpecialistAccounting BookkeeperBookkeeperUnderwriter

Experience & Education

Position:
Vice President / Portfolio Manager at EH National Bank
Title:
Vice President Portfolio Manager at EH National Bank
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
EH National Bank - Beverly Hills, CAVice President / Portfolio Managersince Dec 2012Far East National Bank - San Antonio, TexasCommercial Real Estate Underwriter / AVPDec 2010 - Dec 2012
Languages:
English, Armenian, Russian
Certifications:
Conventional Underwriting Certificate, American School of Mortgage Banking

Kathy Patterson Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerDirectorFinancial ManagerOperations ManagerChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBachelor of ScienceEntertainer

Experience & Education

Title:
Investment Analyst
Location:
Los Angeles, California
Industry:
Venture Capital & Private Equity
Work history:
KMT Legal Services - Beverly Hills, CADirector of Investment StrategiesOct 2006 - May 2012
Skills:
Contract Negotiations, Sustainable Energy, Bankruptcy, IP, Finance, Intellectual Property,...

Andrea Collins Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberOwnerFinancial ManagerChief ExecutiveMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
AVP - Associate Portfolio Manager at City National Asset Management, Owner at Clear Gardens Yoga...
Title:
Asst. Vice Pres. - Assoc. Portfolio Manager at City National Rochdale Asset Management
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
City National Asset Management AVP - Associate Portfolio Managersince Jun 2013Clear Gardens Yoga Studio - 223 S LaBrea Ave Inglewood, CA 90301Ownersince Mar 2012
Skills:
PowerPoint, Excel, Series 7, Customer Relations, Series 63, Series 31, Life/Health Insurance...

Iain Clayton San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerChief Executive OfficerDirectorFinancial ManagerCorporate ExecutiveChief ExecutiveOperations ManagerConstructionAnalystsMathematicianAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Portfolio Manager at Charles Schwab
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Charles Schwab - San Francisco Bay AreaSenior Portfolio Managersince May 2013SSI Investment Management - Beverly Hills, CAManaging Director, Director of Quantitative Research, Portfolio ManagerOct 2007 - Mar 2013

Jac Stulberg Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerAdvisorManagement ConsultantManagement AnalystAnalystsSenior Vice PresidentSales ManagerSales DirectorVice PresidentChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperModel

Experience & Education

Position:
Senior Vice President, Wealth Advisor, Portfolio Manager & Senior Investment Management...
Title:
Wealth Advisor, Senior Vice President at Morgan Stanley
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Morgan Stanley - 335 N. Maple Drive, suite 150 Beverly Hills, California 90210Senior Vice President, Wealth Advisor, Portfolio Manager & Senior Investment Management Consultantsince Dec 1990Lamborghini, USA - W. Nyack, New YorkNational Sales ManagerDec 1974 - Dec 1977
Languages:
Spanish, French, Danish

Stephanie Pham Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentManagerFinancial ManagerChief ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President/Portfolio Manager at First Republic Bank
Title:
Portfolio Manager at First Republic Investment Management
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
First Republic Bank - Los Angeles, CAVice President/Portfolio Managersince Jun 2010City National Bank - Beverly Hills, CAVice President/Portfolio ManagerSep 2000 - Jun 2010

Sean Mabarak Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystAnalystsLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial Manager

Experience & Education

Position:
Senior Financial Analyst at CREI w/ Re/Max Investment Group
Title:
Financial/Operations Analyst at CREI - Re/Max Investment Group
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
CREI w/ Re/Max Investment Group - Beverly Hills, CASenior Financial Analystsince May 2011Noble Capital Real Estate Investment AnalystMay 2009 - May 2010

Steve Mcdonnold Oklahoma City, OK

Professions & Specialties

Investment Management ProfessionalInvestment AnalystPuchasing and Estimating ManagerPartnerFinancial ManagerChief ExecutiveSchool PrincipalSchool AdministratorEducational ManagerHigher Education ProfessionalAnalysts

Experience & Education

Title:
Independent Investment Management Professional
Location:
Oklahoma City, Oklahoma Area
Industry:
Investment Management
Work history:
Kidd Kamm & Co. - Beverly Hills, CAPartner1991 - 1993The Jordan Company - New York, NYPrincipal1986 - 1991

Alejandro Aizpuru Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerUnderwriterLicensed Real Estate BrokerProperty ManagerReal Estate ManagerLegal CounselCredit AnalystLoan AccountantCertified Public AccountantControllerFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBranch ManagerField Marketing SpecialistMarketing AdministratorAnalystAnalystsDirectorFinancial ManagerOperations ManagerMarketing ManagerRegistered Medical AssistantMedical Support AssistantHealth Support WorkerHealthcare SupportSystems ArchitectSoftware DevelopersBachelor of ScienceDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Position:
Senior Underwriter, AVP at Wells Fargo Wealth Mangement Group
Title:
Senior Underwriter, AVP - Wells Fargo Wealth Management Group - Beverly Hills
Location:
Greater Los Angeles Area
Industry:
Banking
Work history:
Wells Fargo Wealth Mangement Group - Beverly Hills, CASenior Underwriter, AVPsince Apr 2011San Diego Private Bank - La Jolla, CASenior Credit Analyst AVPMay 2010 - Apr 2011
Skills:
Excel (Macros, V and H lookups, Pivot Tables), Financial Statement Analysis, IBM Cognos Impromptu,...

Jacqueline Hurwitz Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerCounselorOrganization ManagementAdvisorBoard MemberChief Executive OfficerProgram DirectorDevelopment DirectorManagement Team ExecutiveOperations ManagerCorporate ExecutiveChief ExecutiveHR ManagerEntertainment ProfessionalEntertainerManagersNon-ProfitFinancial ManagerMarketing ManagerLaw SpecialistParalegalLawyers

Experience & Education

Position:
Development Consultant at PEN Center USA
Location:
Greater Los Angeles Area
Industry:
Nonprofit Organization Management
Work history:
PEN Center USA - Greater Los Angeles AreaDevelopment Consultantsince Feb 2011Constitutional Rights Foundation - Greater Los Angeles AreaDevelopment ConsultantApr 2011 - Jun 2011

Brett Dulyea Los Angeles, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerCounselorSubject Matter ExpertAdvisorSkilled ProfessionalDirectorOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerChief ExecutiveLoan Accountant

Experience & Education

Position:
Portfolio Consultant, Director at Deutsche Bank
Location:
Los Angeles, California
Industry:
Financial Services
Work history:
Deutsche Bank - Greater Los Angeles AreaPortfolio Consultant, Directorsince Jun 2012Wells Fargo Wealth Management - Beverly Hills, CASenior Investment StrategistJun 2006 - Jun 2012
Skills:
Portfolios, Asset Allocation, Fixed Income, Wealth Management, Hedge Funds, Alternative...
Languages:
French, Chinese
..right to use the Chartered Alternative Investment Analyst designation

Anthony Gabriele Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerSales ExecutiveRegional Account ExecutiveRegional Sales ConsultantSales RepresentativeComputer Software ProfessionalSalesForce AdministratorSoftware DevelopersDatabase Administration ProfessionalDatabase AdministratorSales ManagerFinancial ManagerManagersPsychology Specialist

Experience & Education

Position:
Regional Sales Executive at Cole Valley Software
Title:
Regional Sales Executive
Location:
Greater Los Angeles Area
Industry:
Computer Software
Work history:
Cole Valley Software - Greater Los Angeles AreaRegional Sales Executivesince Jun 2013ADERANT Regional Account ExecutiveSep 2007 - May 2013
Skills:
SaaS, Salesforce.com, Professional Services, Enterprise Software, Solution Selling, Account...

Marshall Nu Peninsula Village, CA

Professions & Specialties

Chief Operating OfficerFinancial DirectorGeneral and Operations ManagerDirector of OperationsOperations ManagerFinancial OfficerFinancial ManagerBusiness Intelligence ProfessionalLeaderSupporting MemberBusiness ConsultantAdvisorManagersTeam MemberEntertainment ProfessionalEntertainerGovernment Service ExecutiveGovernment Administration OfficerCivil ServantProperty ManagerReal Estate Manager

Experience & Education

Position:
COO & CFO at App Annie
Location:
Beijing City, China
Industry:
Internet
Work history:
App Annie - BeijingCOO & CFOsince Jan 2012Shamrock Capital Advisors - Westwood, CAPrivate Equity Associate2009 - 2011
Languages:
English, Mandarin Chinese
Investment Analyst at Procinea Management LLC

Arthur Mansourian Glendale, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerSupporting MemberTeam MemberChief Administrative OfficerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSalesForce AdministratorDatabase Administration ProfessionalDatabase AdministratorRepresentativeProject ManagerFounderFounding MemberFinancial ManagerOperations ManagerProject ManagersSoftware DeveloperSoftware DevelopersBachelor of ArtsPsychologistSchool AdministratorEducational ManagerPsychology Specialist

Experience & Education

Position:
Associate at NMS Capital Asset Management
Location:
Glendale, California
Industry:
Financial Services
Work history:
NMS Capital Asset Management - Beverly Hills, CAAssociatesince Oct 2012Zecco Trading - Glendale, CATrading SpecialistJan 2011 - Sep 2012
Skills:
MBA, Series 7, Series 63, Valuation, Financial Analysis, Asset Managment, Investments, Retirement...
Languages:
Armenian, Spanish

Kellie Tashima Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerDirectorOperations ManagerSales ManagerAdvertising ProfessionalAdvertising Sales AgentSales Account ManagerSales ExecutiveEntertainment ProfessionalEntertainerManagerFinancial ManagerSales PersonSales RepresentativeBachelor of ScienceResearch AssistantResearcherSurvey Researcher

Experience & Education

Position:
Director, Program Management at The Collective
Location:
Greater Los Angeles Area
Industry:
Marketing and Advertising
Work history:
The Collective - beverly hills, caDirector, Program Managementsince Mar 2013Amazon/IMDb Sales Account ManagerOct 2011 - Mar 2013
Skills:
Digital Strategy, Digital Media, Digital Marketing, Online Advertising, Social Media Marketing,...

Julie Franke Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerChief Executive OfficerCorporate ExecutiveChief ExecutiveTalent Acquisition AdvisorTalent AgentRecruitmentEntertainment ProfessionalEntertainerAccount ManagerManagerFinancial ManagerPersonnel SpecialistServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Executive Director, Talent Acquisition at 20th Century Fox
Location:
Greater Los Angeles Area
Industry:
Entertainment
Work history:
20th Century Fox - Beverly Hills, CAExecutive Director, Talent Acquisitionsince Jul 2011The RightThing, Inc. Account Manager leading the Amgen Inc. AccountNov 2008 - Jul 2011
Skills:
Applicant Tracking Systems, Talent Acquisition, Technical Recruiting, Recruiting, Sourcing, Talent...

Devon Chan Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentInformation Technology Systems DirectorChief ExecutiveFinancial ManagerInformation Technology CoordinatorIT Manager

Experience & Education

Position:
Vice President at Holliston Condominium Homeowners Association, Assistant Portfolio Manager at AR...
Title:
Vice President at Holliston HOA
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Holliston Condominium Homeowners Association - Pasadena, CAVice Presidentsince 2012AR Asset Management, Inc. - Beverly Hills, CAAssistant Portfolio Managersince 2012

Carl Ports Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerDirectorVice PresidentOperations ManagerFinancial ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystAnalystsTeam MemberInspectorSchool AdministratorEducational Manager

Experience & Education

Position:
Director, Alternative Investments at Alliance Bernstein
Title:
Director, Alternative Investments
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Alliance Bernstein - Los Angeles, CADirector, Alternative Investmentssince Jul 2006ClearLake Advisors, LLC Vice President / Hedge Fund AnalystDec 2004 - Jul 2006

Kyle Arneson Chicago, IL

Professions & Specialties

ExecutiveSchool PrincipalSchool AdministratorEducational ManagerBuyerBuyer and SellerSales RepresentativeAccounts ReceivableFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Founding Principal at RSG Partners
Title:
Chaos into Fortune Executive
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
RSG Partners - Chicago Palm Beach New YorkFounding Principalsince 2008Regent VenturePartners, RVP - Beverly Hills, CA / Palm Beach FLFounding Principal1997 - 2008



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