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Investment Analysts in California

Investment Analysts in Mill Valley, CA

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11 results found

Pat Farley San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President, Portfolio Manager - PIA Program at Merrill Lynch
Title:
Senior VP at Merrill Lynch
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Merrill Lynch - 2 Belvedere Place, Suite 100 Mill Valley CA 94941Senior Vice President, Portfolio Manager - PIA Programsince Mar 2001Smith Barney First Vice PresidentSep 1992 - Mar 2001
Certifications:
Certified Investment Management Analyst, Haas School of Business, University of California Berkeley
Full Profile

Patrick Tenney San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Founder • Financial Manager • Founding Member • Chief Executive • Analysts

Experience & Education

Position:
Founder at Mt. Tam Capital Management, Founder at Emrose Capital
Title:
Portfolio Manager
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Mt. Tam Capital Management - Mill Valley, CAFoundersince Jan 2010Emrose Capital Foundersince Jan 2009
Certifications:
Chartered Financial Analyst, AIMR
Full Profile

Danny Joe Mill Valley, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Research Associate • Research Specialist • Research Scientist • Financial Manager • Team Member

Experience & Education

Work

Company:
Tiaa cref
Equity analyst & sector portfolio manager
Company:
Goldman sachs - New York, NY
Equity research associate
Full Profile

David Schneider Mill Valley, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Analyst • Generalist • Analysts • Financial Manager • Operations Manager • Chief Executive • Psychologist • Psychology Specialist

Experience & Education

Work

Company:
Hoover investment management - San Francisco, CA
Assistant portfolio manager and analyst
Company:
Apodaca investment group - San Francisco, CA
Analyst/assistant portfolio manager, generalist
Full Profile

Guy Woolley Mill Valley, CA

Professions & Specialties

Portfolio Manager • Financial Planner • Investment Analyst • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Chief Executive

Experience & Education

Work

Company:
Freedom capital management
Portfolio manager, financial planner
Company:
Merrill lynch
Full Profile

Jack Gazzola San Francisco, CA

Professions & Specialties

Banker • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Chief Executive • Chief Digital Officer • Operations Manager • Founder • Founding Member • Management Analysts • Financial Manager • Technology Manager • Technical Managers • Jack of All Trades • Generalist • Master of Business Administration • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal at Auspix Investments
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Auspix Investments - Mill Valley CAPrincipalsince Jan 2009Countrywide Commercial Real Estate - Los Angeles / San FranciscoFirst Vice President2003 - 2008
Skills:
CMBS, Real Estate Economics, Disposition, Commercial Mortgages, Real Estate Financing, Mezzanine,...
Full Profile

Gaby Lion San Francisco, CA

Professions & Specialties

Investment Analyst • Portfolio Manager • Puchasing and Estimating Manager • Tax Consultant • Tax Accountant • Apprentice • Student Worker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Employee Placement Specialist • Recruitment • Master of Science • Bachelor of Arts • Entertainment Professional • Entertainer • Financial Manager

Experience & Education

Position:
Tax Consultant at Deloitte, Tax Intern at Deloitte
Title:
Tax Consultant at Deloitte
Location:
San Francisco Bay Area
Industry:
Accounting
Work history:
Deloitte Tax Consultantsince Jun 2013Deloitte Tax Internsince Jan 2013
Skills:
Tax Research, CCH Intelliconnect, RIA Checkpoint, Microsoft Excel, Financial Analysis, Accounting,...
Full Profile

Julia Sze San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Chief Executive Officer • Board Member • Treasurer • Corporate Executive • Chief Executive • Management Team Executive • Operations Manager • Financial Officer • Financial Manager • Philanthrope • Non-Profit • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director at Sonen Capital, LLC, Investment Committee member at Marin Community Foundation, ...
Title:
Managing Director at Sonen Capital, LLC
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Sonen Capital, LLC - San Francisco Bay AreaManaging Directorsince 2012Marin Community Foundation - Novato, CAInvestment Committee membersince Jun 2006
Full Profile

Kim Jackson San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director of Business Development • Director • Chief Executive Officer • Business Development Manager • Operations Manager • Corporate Executive • Chief Executive • Model • Financial Manager • Manager • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Administrator • Educational Manager

Experience & Education

Title:
Director of Business Development - Wall and Main, Inc.
Location:
San Francisco Bay Area
Industry:
Venture Capital & Private Equity
Work history:
Wall and Main, Inc. Director - Business DevelopentNov 2012 - Apr 2013Banc Investment Group - San Francisco Bay AreaManaging DirectorJun 2007 - Jun 2012
Skills:
Fixed Income, Portfolio Management, Investments, Investment Banking, Derivatives, Trading,...
Languages:
French
Full Profile

Carlos Isava Mill Valley, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor

Experience & Education

Work

Company:
Latamco advisers
Senior business and economic strategy consultant
Company:
Merrill lynch wealth management - San Francisco, CA
Financial advisor
Full Profile

Merle Elam Mill Valley, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Financial Director • Chief Strategy Officer • Financial Officer • Financial Manager • Chief Executive • Chairperson • Operations Manager • Analyst • Business Administrator • Analysts • Bachelor of Arts • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Matches that matter
Chief financial officer
Company:
Mentor resources network, llc
Chief strategy officer
Full Profile

Investment Analysts near Mill Valley, CA08331,6662,4993,3324,165San FranciscoSan RafaelLarkspurRichmondCorte MaderaSausalitoNovatoFairfaxRossSan Anselmo


Investment Analysts around Mill Valley, CA

Corte Madera  (7)
Fairfax  (2)
Larkspur  (11)
Novato  (5)
Richmond  (9)
Ross  (2)
San Anselmo  (2)
San Francisco  (4,163)
San Rafael  (23)
Sausalito  (6)
Woodacre  (1)

Investment Analysts in California

Sub-specializations