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Investment Analysts in California

Investment Analysts in Carmel, CA

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5 results found

Jerry Matecun Carmel, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Information Officer • Chief Research Officer • Manager • Technology Director • Technology Manager • Technical Managers • Chief Executive • Operations Manager • Financial Manager • Security • Founder • Founding Member • Leader • Analysts • Team Member • Managers • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Research Scientist • Network Administrator

Experience & Education

Position:
CIO at Stay Tuned......
Title:
Jerry Matecun
Location:
Carmel, California
Industry:
Investment Management
Work history:
Stay Tuned...... CIOsince Sep 2012Integrated Wealth Counsel, LLC - Carmel, CaliforniaDirector of Research/Portfolio ManagerApr 2007 - Aug 2012
Languages:
Spanish
Certifications:
Standard & Poors: Corporate Credit, Standard & Poors
Standard & Poors: Loss-Given Default, Standard & Poors
Security Analyst at MHE Investment
Full Profile

Mark Sears Carmel, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Manager • Chief Executive • Financial Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Vice President Investments/Wealth Advisor at UBS Financial Services, Inc.
Title:
Vice President Investment / Wealth Advisor at UBS Financial Services, Inc.
Location:
Carmel, California
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - Carmel. CaVice President Investments/Wealth Advisorsince Nov 2008Morgan Stanley Investment Management Vice President-Portfolio ManagerApr 1998 - Nov 2008
Full Profile

Jason Yee Carmel, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Technology Director • Technology Manager • Technical Managers • Analysts

Experience & Education

Position:
Managing Director at Cypress Coast Partners LLC
Title:
Managing Director, Cypress Coast Partners LLC
Location:
Carmel, California
Industry:
Investment Management
Work history:
Cypress Coast Partners LLC Managing Directorsince Apr 2009Janus Capital Group Portfolio ManagerFeb 2000 - Apr 2009
Full Profile

Brian Corley Carmel, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Chief Investment Officer • Founder • Chief Executive Officer • Management Analysts • Founding Member • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • School Administrator • Educational Manager • Analysts

Experience & Education

Position:
Founder and Chief Investment Officer at Astera Financial Group
Title:
Founder and Chief Investment Officer at Astera Financial Group, LLC
Location:
Carmel, California
Industry:
Financial Services
Work history:
Astera Financial Group - Carmel, CAFounder and Chief Investment Officersince Mar 2008First Republic Bank Managing Director2012 - 2012
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Jonathan Spencer Carmel, CA

Professions & Specialties

Banker • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Minor in Business Administration • Director • Financial Manager • Operations Manager • Finisher • Grinding and Polishing Worker • Real Estate Manager

Experience & Education

Specialties:
Residential sales, Luxury homes, First time home buyers, Horse properties, Relocation, Property Management
Work:
Coldwell Banker Del Monte Realty
Carmel, CA
(831) 238-7420 (Phone)
License #01916757
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Skills:
Negotiation, Marketing, Attention to Detail, Finisher
About:
Professional ExperienceJonathan has worked as a real property manager, portfolio manager, and...
Full Profile

Investment Analysts near Carmel, CA03570105140175San JoseSalinasCupertinoLos GatosCampbellSanta CruzMontereySaratogaWatsonvilleGilroy


Investment Analysts around Carmel, CA

Ben Lomond  (1)
Campbell  (11)
Cupertino  (38)
Gilroy  (2)
Hollister  (1)
Los Gatos  (13)
Marina  (1)
Monterey  (10)
Salinas  (58)
San Jose  (171)
Santa Cruz  (11)
Saratoga  (4)
Seaside  (2)
Watsonville  (2)

Investment Analysts in California

Sub-specializations