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Investment Analysts in California

Investment Analysts in Menlo Park, CA

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51 results found

Marty Osten San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Systems Architect • Computer Software Professional • Software Systems Engineer • Software Developers • Software Engineer • Financial Manager • Information Technology Specialist • IT Analyst • IT Specialist • Operations Manager • Production Manager • Captain • Model • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Pre-Sales Systems Engineer / Enterprise Security Analyst at 121 Silicon Valley, Inc.
Title:
121 Silicon Valley | Systems Engineering Placement Advisory Exec Search | Private Software Companies
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
121 Silicon Valley, Inc. - Menlo Park, CAPre-Sales Systems Engineer / Enterprise Security Analystsince Mar 2013Vodafone - Walnut Creek, CAPre-Sales System Engineer - Corporate SalesMar 2010 - Feb 2012
Languages:
German, English
Certifications:
US Coast Guard Captains License, United States Coast Guard
Bellevue College Project Management Certification, Bellevue College, Bellevue Washington
Full Profile

Jeffrey Schreiner San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Research Analyst • Research Assistant • Researcher • Survey Researcher • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Analyst • Investor • Analysts • Founding Member • Operations Manager • Information Technology Specialist • IT Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Research Analyst at Feltl and Company
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Feltl and Company - Menlo Park, CASenior Research Analystsince Aug 2012CapStone Investments - San Francisco Bay AreaManaging Director, Semiconductor AnalystApr 2008 - Aug 2012
..Awards for my overall achievement as a stock picker,#3 out of 10
Full Profile

David Villagra San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Software Engineer • Computer Software Professional • Software Developers • Vice President • Chief Executive • Financial Manager • Systems Support Specialist • Support Specialists • Software Developer • Biological Scientist • Research Specialist • Research Scientist • Advisor • Surgical Specialist

Experience & Education

Position:
Vice President, Engineering at Sighten, Inc, Senior Scientist, Bioinformatics at Pacific Biosciences
Title:
Software Engineer / Bioinformatics Scientist
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
Sighten, Inc Vice President, Engineeringsince Jun 2013Pacific Biosciences Senior Scientist, Bioinformaticssince May 2012
Skills:
Bioinformatics, Personalized Medicine, Scala, R, Python, Data Analysis, Genome Sequencing,...
Languages:
Spanish
Full Profile

Denise Riesenhuber San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Wellness and Fitness • Client Manager • Client Service Officer • Chief Executive Officer • Founder • Corporate Executive • Chief Executive • Founding Member • Financial Manager • Counselor • Advisor • Customer Service

Experience & Education

Position:
Boss woman! at Achievement Fitness (formerly Prime Physique Fitness)
Title:
--
Location:
San Francisco Bay Area
Industry:
Health, Wellness and Fitness
Work history:
Achievement Fitness (formerly Prime Physique Fitness) - 3635 Union Avenue, San Jose, CA 95124Boss woman!since Dec 2009Woodside Asset Management, Inc. - Menlo Park, CAClient Services ManagerFeb 1997 - Mar 2006
Full Profile

Mark Walters San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Master of Business Administration • Certified Medical Assistant • Medical Assistant • Healthcare Support • Financial Director • Chairman of the Board • Chairperson • Vice President • Senior Manager • Operations Manager • Financial Officer • Chief Executive • Bachelor of Business Administration • Leader • Representative • Pilot • Independent Contractor • Managers • Air Transportation Worker • Contractor • Model • Controlling Specialist • Certified Public Accountant • Internal Auditing Manager • Auditor • Certified Auditor • Financial Compliance Examiner • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Computational Scientist • Information Technology Specialist • Computer Scientists • IT Specialist

Experience & Education

Position:
. at McKay Brothers, LLC, Portfolio Manager at My Own Portfolio
Title:
Senior Finance Executive - MBA, CMA, CPIM, CIRM
Location:
San Francisco, California
Industry:
Accounting
Work history:
McKay Brothers, LLC - Oakland, CA.since Oct 2012My Own Portfolio - San Francisco, CAPortfolio Managersince Feb 2010
Certifications:
Certified Management Accountant (CMA), Institute of Management Accountants
Certified Production & Inventory Control (CPIM), APICS The Association for Operations Management
Full Profile

Nicolle Hudachek San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Business Administrator • Team Member • Sales Representative

Experience & Education

Position:
Client Relationship Specialist at Robert W. Baird & Co.
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Robert W. Baird & Co. - San FranciscoClient Relationship Specialistsince Jun 2012BlackRock - San FranciscoBusiness Development - iShares SalesSep 2011 - Jun 2012
Full Profile

Andrew Mccauley San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Analyst • Analysts • Model • Buyer • Buyer and Seller • Sales Representative • Financial Manager

Experience & Education

Position:
Investment Analyst at Prudential Capital Group
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Prudential Capital Group Investment Analystsince Jul 2012America's Growth Capital, LLC - Menlo Park, CAInvestment Banking Summer AnalystJun 2011 - Aug 2011
Skills:
Capital IQ, DCF, Marketing Strategy, Venture Capital, Financial Modeling, M&A experience,...
Languages:
Spanish
Full Profile

Lindsay Meyer San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Operations Associate • Financial Manager • Operations Manager • Advisor • Analysts • Paralegal

Experience & Education

Position:
Investment Analyst at Canaan Partners
Location:
San Francisco Bay Area
Industry:
Venture Capital & Private Equity
Work history:
Canaan Partners - Menlo Park, CAInvestment Analystsince Jan 2011ALDEA Pharma - Palo Alto, CAOperations AssociateSep 2011 - Dec 2012
Skills:
Microsoft Office, Bloomberg, Thomson One, PubMed, MedTrack
Full Profile

Garry Whitfield San Francisco, CA

Professions & Specialties

Portfolio Manager • Banker • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Financial Manager • Founder • Founding Member • Chief Executive • Operations Manager • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Advisor, Portfolio Manager at Morgan Stanley Wealth Management
Title:
The Whitfield Group at Morgan Stanley, Menlo Park
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management - Menlo Park, CAWealth Advisor, Portfolio Managersince Nov 2012JP Morgan - Palo Alto, CAPrivate BankerDec 2009 - Nov 2012
Full Profile

Alex Kaminaris San Francisco, CA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Financial Manager

Experience & Education

Position:
Portfolio Manager, Financial Advisor at Morgan Stanley Smith Barney
Title:
Portfolio Manager, Morgan Stanley Wealth Management
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Menlo Park, CAPortfolio Manager, Financial Advisorsince Nov 2007JPMorgan Private Bank Analyst2005 - 2007
Full Profile

Jakub Rehor Menlo Park, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Partner • Financial Manager • Chief Executive • Research Analyst • Research Assistant • Researcher • Survey Researcher • Research Specialist • Research Scientist • Analyst • Analysts

Experience & Education

Location:
Menlo Park, California
Industry:
Investment Management
Work history:
Third Avenue Management - Greater New York City AreaPortfolio Manager; PartnerAug 2004 - Apr 2013Putnam Investments Research AnalystJul 2000 - Jul 2004
Full Profile

Martin Osten Menlo Park, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Counselor • Advisor • Financial Manager

Experience & Education

Work

Company:
Consultant
Company:
Silicon valley, inc - Menlo Park, CA
Pre-sales systems engineers & enterprise security analyst
Full Profile

Kevin Moss Menlo Park, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chairperson • Financial Manager • Chief Executive

Experience & Education

Work

Company:
First new york securities
Portfolio manager
Company:
Chicago analytic trading company, llc - San Jose, CA
President
Full Profile

Pankaj Agarwal San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Senior Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Philanthrope • Apprentice • Management Analyst • Analysts • Non-Profit • Accounts Receivable • Treasurer • Chief Executive • Marketing Manager • Financial Manager • Financial Officer • Model • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Licensed Real Estate Broker • Property Manager • Real Estate Manager • SEO Specialist • Web Marketer • Master of Business Administration • Bachelor of Business Administration • Dean • Higher Education Professional • School Administrator • Educational Manager • Information Technology Specialist • IT Specialist • Insurance Examining Clerk • Claims Examiner • Student Worker

Experience & Education

Position:
Principal Consultant at Information Services Group
Title:
Outsourcing, Performance Improvement and Benchmarking advisory services to Banks, Financial Svcs and Insurance Companies
Location:
San Francisco Bay Area
Industry:
Management Consulting
Work history:
Information Services Group - San Francisco Bay AreaPrincipal Consultantsince 2012Agile OAK LLC - Menlo Park, CADirector, Management ConsultingJan 2009 - Sep 2012
Skills:
Insurance, Banking, Financial Services, Outsourcing, Investment Management, Strategic Sourcing,...
Languages:
English, Spanish, Hindi, Punjabi
Full Profile

Johnny Wolff San Francisco, CA

Professions & Specialties

Collector • Repossessor • Collections Specialist • Operations Manager • Director of Operations • Financial Director • Chief Executive Officer • Board Member • Vice President of Sales • Development Director • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • Management Team Executive • Vice President • Project Managers • HR Manager • Model • Entertainment Professional • Entertainer • SalesForce Administrator • Visual Basic Developer • Database Administration Professional • Database Administrator • Software Developer • Software Developers • Project Manager • Financial Analyst • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Finance & Sales Operations Manager at GuideSpark, Inc.
Location:
San Francisco Bay Area
Industry:
Entertainment
Work history:
GuideSpark, Inc. - Menlo Park, CAFinance & Sales Operations Managersince Aug 2012Electronic Arts - Redwood Shores, CASenior Financial Analyst - Game DevelopmentNov 2010 - Jul 2012
Languages:
English, French
Full Profile

Bryon Wolf San Francisco, CA

Professions & Specialties

Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Team Member • Real Estate Investment Insider • Leader • Security • Analysts • Managers • Market Analyst • Market Research Analyst • Accounts Payable • Accounts Payable Specialist • Accounts Receivable • Computer Software Professional • Software Developers • Student Worker • Financial Manager • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer

Experience & Education

Position:
Investments at Rockpoint Group
Location:
San Francisco Bay Area
Industry:
Commercial Real Estate
Work history:
Rockpoint Group - San Francisco Bay AreaInvestmentssince May 2013The Praedium Group - Greater New York City AreaAssociateJun 2010 - Apr 2013
Investment Analyst Intern at KTR Capital Partners
Full Profile

Aleksandr Sutkin San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Director • Partner • Financial Director • Chief Executive Officer • Operations Manager • Chief Executive • Marketing Manager • Financial Officer • Financial Manager • Corporate Executive • Project Managers • SEO Specialist • Web Marketer • Leader • Project Manager • Analyst • Counselor • Managers • Analysts • Advisor • Sports Trainer • Sports Trainers • Inspector • Network Administrator • Software Developers • Computer Consultant • IT Consultant • State Inspector

Experience & Education

Position:
Director Of Finance- Homestead Technologies at Endurance International Group
Location:
San Francisco Bay Area
Industry:
Accounting
Work history:
Endurance International Group - Menlo ParkDirector Of Finance- Homestead Technologiessince Oct 2012Intuit - Menlo Park, CAFinance Manager - Business Unit LeaderAug 2011 - Oct 2012
Skills:
Revenue Modeling, Strategic Financial Planning, SaaS Modeling, Strategic Planning, Revenue...
Languages:
Russian
Full Profile

Nur Quadir San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Program Director • Operations Manager • Contractor • Information Technology Specialist • Computer Network Professional • IT Specialist • Network Administrator • Independent Business Owners • Financial Manager • Chief Executive • Advisor • Computer Network Consultant • Computer Consultant • IT Consultant • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Translator • Bilingual Communications Specialist • Linguist • Language Specialist

Experience & Education

Position:
Freelance Program Manager at Bay Area Techworkers/VMWare, Palo Alto, CA
Title:
Freelance Program Manager / Bay Area Techworkers / VMWare, Palo Alto, CA
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
Bay Area Techworkers/VMWare, Palo Alto, CA Freelance Program Managersince Sep 2011Cisco Program Manager - ITApr 2007 - Aug 2011
Languages:
English, German, Spanish, Swedish, Russian
Full Profile

Jonathan Weitzel San Francisco, CA

Professions & Specialties

Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Partner • Chief Executive Officer • Chief Information Officer • Operations Manager • Chief Executive • Corporate Executive • Technology Director • Technology Manager • Technical Managers • Business Administrator • Analysts • Manager • Financial Manager • Relationship Manager • Account Service Manager • Client Service Officer • Bachelor of Science • Paralegal • School Administrator • Educational Manager • Property Manager • Real Estate Manager • Entertainer • Customer Service

Experience & Education

Position:
Associate, Credit Underwriting at White Oak Global Advisors, LLC
Title:
Associate at White Oak Global Advisors, LLC
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
White Oak Global Advisors, LLC - San Francisco Bay AreaAssociate, Credit Underwritingsince May 2013Sterling Stamos - Menlo Park, CADirectorSep 2010 - May 2013
Languages:
Spanish
Vice President / Senior Investment Analyst at WELLS FARGO & COMPANY
Full Profile

Byron Gibson Menlo Park, CA

Professions & Specialties

Puchasing and Estimating Manager • Advisor • Counselor • Software Developer • Software Developers • Analyst • Entrepreneur • Analysts • Managers • Database Developer • Data Analyst • Erlang Developer • Linux Administrator • Information Technology Specialist • Data Entry Specialist • Data Scientist • Systems Administrator • Computer Systems Administrator • IT Specialist • Produce Manager • Team Leader • Marketing Manager • Financial Manager • Production Manager • Operations Manager • Model • Bachelor of Science • Advertising Professional • Advertising Sales Agent

Experience & Education

Position:
Advisor at Vaurum, Software Developer at Conctractor
Title:
Developer, Startup Advisor
Location:
Menlo Park, California
Industry:
Internet
Work history:
Vaurum - Palo Alto, CAAdvisorsince 2011Conctractor Software Developersince Aug 2009
Skills:
Haskell, Scala, Python, Microsoft SQL Server, Web Development, Web Applications, PostgreSQL,...
Investment Analyst at Bishop Street Capital Manage..
Full Profile

Kristina Shen San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Security • Advisor • Fisher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Venture Capital Investment Professional at Bessemer Venture Partners
Title:
Venture Capitalist at Bessemer Venture Partners
Location:
San Francisco Bay Area
Industry:
Venture Capital & Private Equity
Work history:
Bessemer Venture Partners - Menlo Park, CAVenture Capital Investment Professionalsince Mar 2013JMI Equity - Greater San Diego AreaGrowth Equity Investment ProfessionalAug 2012 - Mar 2013
Full Profile

Leo De Luna San Francisco, CA

Professions & Specialties

Puchasing and Estimating Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Investor • School Principal • School Administrator • Educational Manager • Board Member • Management Team Executive • Operations Manager • Security • Chief Executive • Financial Manager • Master of Business Administration • Bachelor of Business Administration • Computer Software Professional • Software Developers

Experience & Education

Position:
Principal at Split Rock Partners, Board Observer at Vormetric, Investor at Demandbase, Investor at...
Title:
Later Stage & Direct Secondary Investor
Location:
San Francisco Bay Area
Industry:
Venture Capital & Private Equity
Work history:
Split Rock Partners - Menlo Park, CAPrincipalsince 2011Vormetric Board Observersince Jul 2013
Investment Analyst at St
Full Profile

Priya Parthasarathy San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Advisor • Founder • Founding Member • Chief Executive • Information Technology Specialist • IT Specialist • Coordinator • Analyst • Managers • Analysts • Information Technology Director • Operations Manager • Corporate Executive • Financial Manager • IT Manager • School Administrator • Educational Manager

Experience & Education

Position:
Governance and Compliance Advisor at Pacific Gas and Electric Company, Founder, Governance, Risk...
Title:
Governance, Risk and Compliance Advisor at Pacific Gas and Electric Company
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
Pacific Gas and Electric Company - San Francisco, CaliforniaGovernance and Compliance Advisorsince Mar 2013Kritia Independent Consultants - SF Bay AreaFounder, Governance, Risk Management, and Compliancesince Jul 2010
Skills:
SAP, SOX, SAP APO, Segregation of Duties, ECC6.0, Security Audits, Risk Compliance, Sarbanes-Oxley...
SAP Security Analyst at Cadburys
Full Profile

Jennifer Forster San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Partner • Chief Executive • Vice President • Chief Executive Officer • Financial Manager • Corporate Executive • Supporting Member • Analyst • Team Member • Analysts • Entertainment Professional • Entertainer • Master of Business Administration • Mathematics • Mathematician

Experience & Education

Position:
Portfolio Management at Hall Capital Partners LLC
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Hall Capital Partners LLC - San Francisco Bay AreaPortfolio Managementsince Feb 2013Redwood Pacific Group LLC - San Francisco Bay AreaPartnerMar 2010 - Aug 2011
Languages:
French
Certifications:
CFA Candidate, CFA Institute
Full Profile

Michael Maleki San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Master of Business Administration • Counselor • Apprentice • Advisor • Student Worker • High School Diploma • Construction • Analyst • Contractor • Analysts • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Financial Director • Corporate Executive • Chief Executive • Financial Manager • Financial Officer • Human Resources Specialist • Recruitment • Model • Fisher • Paralegal • Independent Business Owners

Experience & Education

Position:
Investment Consultant at Long Short Fund
Title:
Stanford MBA, Investing, Entrepreneurship
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Long Short Fund - Greater New York City AreaInvestment Consultantsince Sep 2012NGP Energy Capital Management (Natural Gas Partners) - Irving, TXSummer InternAug 2011 - Sep 2011
Full Profile

Lisa Bosy San Francisco, CA

Professions & Specialties

Puchasing and Estimating Manager • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Summer Associate • Paralegal • Financial Manager • Mathematics • Mathematician • Analysts • Student Worker

Experience & Education

Position:
Manager Financial Planning and Analysis at Progreso Financiero
Location:
San Francisco, California
Industry:
Financial Services
Work history:
Progreso Financiero - Menlo Park, CAManager Financial Planning and Analysissince Jul 2013Deutsche Bank - London, UKInvestment Banking Summer AssociateJun 2012 - Aug 2012
Senior Investment Analyst at Interventure Capital Group
Full Profile

Christine Vinciguerra San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Marketing Manager • Financial Director • Financial Officer • Financial Manager • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Non-Profit • Chief Executive • Production Manager • Operations Manager • Project Managers • Project Manager • Analyst • Analysts • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Master of Science • Master of Business Administration • Computer Software Professional • Software Developers • Lawyers

Experience & Education

Position:
Marketing Manager at ConnectAndSell, Inc
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
ConnectAndSell, Inc Marketing Managersince Feb 2013Emergency Shelter Program - Hayward, CADirector of FinanceOct 2011 - Dec 2012
Skills:
Product Marketing, Start-ups, Investments, Product Management, Management, Asset Managment,...
Full Profile

Charanjeet Ajmani San Francisco, CA

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Leader • Managers • Founder • Director • Founding Member • Chief Executive • Operations Manager • Partner • Financial Manager • HR Manager • Paralegal

Experience & Education

Position:
Founder at IN ZOPA, INC., Director (Board Observor) at San Ram Capital
Title:
Entrepreneur, Product Strategist, Business & Corporate Development Leader.
Location:
San Francisco Bay Area
Industry:
Internet
Work history:
IN ZOPA, INC. - San Francisco Bay AreaFoundersince Oct 2010San Ram Capital Director (Board Observor)since Jul 2003
Senior Investment Analyst at ASK Raymond James
Full Profile

Jim Gilheany Santa Clara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Operations Manager • Director of Operations • Project Managers • Project Manager • Manager • Produce Manager • Financial Manager • Production Manager • Master of Business Administration • Market Research Analyst

Experience & Education

Work

Company:
Cisco
Business process improvement project manager (buxton consulting)
Company:
Avaya - Santa Clara, CA
Business planning and operations manager

Skills

Finance, Marketing, Pricing, Policy, Process Improvement, Program Management, Project Management,...
Full Profile

Janet Chan San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Financial Manager

Experience & Education

Position:
VP-Financial Consultant at Charles Schwab
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Charles Schwab - San Francisco, CAVP-Financial Consultantsince Aug 2012Morgan Stanley Smith Barney - Menlo Park, CAPrivate Wealth ManagementMay 2011 - Apr 2012
Full Profile

Jim Gilheany Menlo Park, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Operations Manager • Director of Operations • Program Director • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Financial Manager • Production Manager • Market Research Analyst

Experience & Education

Work

Company:
Cisco systems, inc
Company:
Cisco systems, inc
Program manager, global supplier management

Skills

Program Management, Project Managent, Portfolio Management, Operations Management, Marketing...
Full Profile

Gary Whitehill Menlo Park, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Board Member • Managing Partner • Management Team Executive • Operations Manager • Partner • Chief Executive • Founding Member • Financial Manager • Sales Manager • Sales Executive • Bachelor of Business Administration • Managers

Experience & Education

Work

Company:
Dell center for entrepreneurs (@dellinnovators)
Founding global board member
Company:
Whitehill partners
Managing partner

Skills

entrepreneurship, economic development, innovation, global impact, internationalization,...
Full Profile

Stephen Fletcher Menlo Park, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Director • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Financial Manager • Project Managers • Project Manager • Advisor • Bachelor of Arts

Experience & Education

Work

Company:
Yahoo
Director, business development
Company:
Sprint nextel - Overland Park, KS
General manager, business development
Full Profile

Donald Luskin Chicago, IL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Founder • Chief Investment Officer • Chairperson • Chief Executive Officer • Co-Founder • Founding Member • Chief Executive • Management Analysts • Corporate Executive • Financial Manager • Author • Leadership Think Tank • Analysts

Experience & Education

Position:
Founder, Chief Investment Officer at Trend Macrolytics LLC
Title:
Investment strategist, executive, author/commentator
Location:
Chicago, Illinois
Industry:
Investment Management
Work history:
Trend Macrolytics LLC - Menlo Park CAFounder, Chief Investment Officersince 2001MetaMarkets.com Founder, President, Chief Executive Officer1999 - 2001
Full Profile

Hannah Henderson Medford, MA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Assistant Property Manager • Property Manager • Real Estate Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Director • Financial Manager • Operations Manager • Volunteer • Non-Profit • Licensed Real Estate Broker • Sales Representative • Chief Executive • Advisor • Bachelor of Science • Student Worker • Sports Game Coach • Software Developer • Software Developers • Data Scientist

Experience & Education

Position:
Assistant Property Manager at SL Green
Title:
Property Assistant/Special Projects at SL Green
Location:
United States
Work history:
SL Green - Manhattan, NYCAssistant Property Managersince Jul 2012Sustainable WasteResources International Volunteer2013 - 2013
Full Profile

Patrick Xu New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Community Service Manager • Researcher • Survey Researcher • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Government Administration Professional • Analysts

Experience & Education

Position:
Global Macro / Derivatives Trading at Two Sigma Investments
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Two Sigma Investments - Greater New York City AreaGlobal Macro / Derivatives Tradingsince Oct 2012Goldman Sachs - Greater New York City AreaPortfolio ManagerJul 2008 - Sep 2012
Skills:
Global Macro, Managed Futures, Volatility Arbitrage, Equity Indices, FX, Fixed Income, Equity...
Languages:
English, Chinese
Full Profile

Shawna Stiles Fort Worth, TX

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Marketing Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Investment Associate at Merrill Lynch
Location:
North Richland Hills, Texas
Industry:
Financial Services
Work history:
Merrill Lynch - Fort Worth, TXInvestment Associatesince Jan 2010Morgan Stanley Smith Barney - Fort Worth, TXPortfolio Management AssociateMar 2008 - Jan 2010
Full Profile

Numan Fikrat Pleasanton, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Information Technology Specialist • IT Specialist • Senior Systems Engineer • IT Engineer • Financial Manager • Linux Administrator • Computer Network Engineer • Computer Network Professional • Systems Administrator • Computer Systems Administrator • Network Architect • Customer Service • Equipment Tools Purchasing Agent • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Security • Host

Experience & Education

Position:
Senior Security Analyst at Ross Stores, Inc.
Title:
Sr. Security analyst
Location:
Pleasanton, California
Industry:
Information Technology and Services
Work history:
Ross Stores, Inc. Senior Security Analystsince 2012Head In The Cloud, Inc - Menlo Park, CASenior Systems EngineerMay 2011 - Nov 2011
Full Profile

Chin Liu Boston, MA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Supporting Member • Security • Construction • Analyst • Team Member • Analysts • Model • Financial Manager

Experience & Education

Position:
Associate Portfolio Manager at Pioneer Investments
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Pioneer Investments - Boston, MAAssociate Portfolio Managersince Nov 2007Numeric Investors - Boston, MAQuantitative AnalystJun 2006 - Oct 2007
Skills:
Tail Risk Hedge, Derivatives, Insurance Linked Securities, Asset Allocation, Non-Traditional Bond...
Languages:
English, Chinese
Full Profile

Rohit Dewan Orlando, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Analyst • Advisor • Analysts • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • Team Member • Community Service Manager • Research Specialist • Research Scientist • Researcher • Survey Researcher • Database Administration Professional • Database Administrator

Experience & Education

Position:
Financial Analyst: Market Monitoring at Consumer Financial Protection Bureau
Title:
Financial Services Analyst
Location:
Washington, District Of Columbia
Industry:
Financial Services
Work history:
Consumer Financial Protection Bureau - Washington D.C.Financial Analyst: Market Monitoringsince May 2012Olm Capital - Greater New York City AreaPortfolio ManagerAug 2009 - May 2012
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Sheetal Duggal New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Partner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Founding Member • Technology Director • Technology Manager • Technical Managers • Operations Manager • Team Member • Analysts

Experience & Education

Position:
Partner at Shou Capital
Location:
New York, New York
Industry:
Financial Services
Work history:
Shou Capital Partnersince Jan 2013Meru Capital Portfolio ManagerDec 2009 - Dec 2012
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Kevin Salimian New York, NY

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Supporting Member • Team Member • Financial Manager

Experience & Education

Position:
Investment Analyst at Viking Global Investors
Location:
New York, New York
Industry:
Investment Management
Work history:
Viking Global Investors - Greater New York City AreaInvestment Analystsince Jul 2012TPG Capital - San Francisco Bay AreaAssociateAug 2008 - Jun 2010
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Eboni Wise San Ramon, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Office Assistant • Coordinator • Office Clerk • Clerical Specialist • Managers • Technical Support Specialist • Systems Support Specialist • Support Specialists • Sales Agent • Sales Representative • Financial Manager

Experience & Education

Work

Company:
Kkr
Executive assistant / technical support coordinator
Company:
Safe security - San Ramon, CA
Dealer coordinator/ portfolio manager
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Rose Zucconi San Diego, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Administrative Officer • Vice President • Chief Executive • SharePoint Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Director • Operations Manager • Financial Manager • Project Managers • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Project Manager • Construction • Office Clerk • Clerical Specialist • Administrative Clerk • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Recruitment

Experience & Education

Location:
Greater San Diego Area
Industry:
Research
Work history:
Kelly Services - Menlo Park, CAUser Research Administrator / SLAC National Accelerator LaboratoryApr 2012 - Feb 2013ATR International - Sunnyvale, CA / Menlo Park, CAExecutive Administrative Support/ Lockheed Martin / SLACAug 2009 - Nov 2010
Skills:
Administrative Support, Calendaring, Administrative Assistants, Outlook, Microsoft Word, Software...
Languages:
English, Spanish
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Scott Barclay Palo Alto, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Counselor • Advisor • Guide • Tour Guide • Information Technology Specialist • IT Specialist • Analyst • Analysts • Computer Software Professional • Software Developers • Senior Manager • Manager • Chief Executive • Corporate Executive • Financial Manager • Operations Manager • Model • Master of Business Administration • Psychologist • Hospital Care Professional • Wellness and Fitness • Psychology Specialist • Health Professional • Health Practitioner

Experience & Education

Position:
Strategic Consultant at GE Healthymagination, Strategy and Distribution at MEDgle, Strategic...
Title:
strategy & innovation in digital health
Location:
Palo Alto, California
Industry:
Information Technology and Services
Work history:
GE Healthymagination - Menlo Park, CAStrategic Consultantsince May 2013MEDgle - Palo Alto, CAStrategy and Distributionsince Dec 2012
Languages:
Spanish
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Patrick Feeney New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Senior Associate • Supporting Member • Team Member • Master of Business Administration • Juris Doctor • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Paralegal • Student Worker • Financial Manager

Experience & Education

Position:
Senior Associate at Macquarie Capital
Location:
New York, New York
Industry:
Investment Management
Work history:
Macquarie Capital - Greater New York City AreaSenior Associatesince Mar 2013Northwestern University JD-MBAAug 2010 - Dec 2012
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Daniel Kim Seattle, WA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Investment Officer • Chief Research Officer • Manager • Partner • Management Analysts • Financial Manager • Chief Executive • Operations Manager • Construction • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Officer • Analysts • Market Research Analyst

Experience & Education

Position:
Chief Investment Officer at Blackcrane Capital, LLC
Title:
Chief Investment Officer at Blackcrane Capital
Location:
Greater Seattle Area
Industry:
Investment Management
Work history:
Blackcrane Capital, LLC - Bellevue, WAChief Investment Officersince Jun 2012Mastholm Asset Management - Seattle, WAPortfolio Manager, Director of ResearchMar 2004 - May 2012
Skills:
Investment Management, Asia, Japan, Emerging Markets, Technology, Consumer, Industrials,...
Languages:
Korean, Japanese
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Mark Benning Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Entertainment Professional • Entertainer • Managers • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Founding Member • Vice President

Experience & Education

Position:
Financial Advisor at Merrill Lynch Wealth Management
Location:
Grosse Pointe, Michigan
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management Financial Advisorsince 2012Kohlberg Ventures - Portola Valley, CAConsultant2010 - 2011
Skills:
Business Development, Corporate Development, Sales, Marketing, Finance
Investment Analyst at GHJ&M
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Antoinette Jacques Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Legal Aide • Paralegal • Office Assistant • Office Clerk • Clerical Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Real Estate Sales Agent • Financial Manager

Experience & Education

Work

Company:
Homemaker
Company:
Mobile community management - Santa Ana, CA
Legal assistant
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Jeff Peterson Los Angeles, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Director • Manager • Operations Manager • Financial Manager • Master of Business Administration • Apprentice • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Account Management at Sailthru
Location:
Greater Los Angeles Area
Industry:
Internet
Work history:
Sailthru Account ManagementCastlight Health - San Francisco, CAMarketing Campaign & Content Development2012 - 2013
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Investment Analysts near Menlo Park, CA08331,6662,4993,3324,165San FranciscoSan JosePalo AltoOaklandSan MateoMountain ViewSanta ClaraSunnyvaleCupertinoRedwood City