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Investment Analysts in California

Investment Analysts in San Luis Obispo, CA

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Here is a complete directory of nearly every experienced Investment Analysts in San Luis Obispo, CA.

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45 results found

Fred Dyste San Luis Obispo, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Senior Project Manager • Board Member • Treasurer • Senior Manager • Operations Manager • Management Team Executive • Financial Officer • Financial Manager • Analyst • Analysts • Financial Analyst • School Principal • School Administrator • Educational Manager • Information Technology Specialist • IT Specialist • Project Managers • Production Manager • Owner • Chief Executive • Founder • Founding Member • General and Operations Manager • Corporate Executive • Auditor • Computer Software Professional • Software Developer • Software Developers • Market Research Analyst • Process Engineer • Industrial Engineer

Experience & Education

Position:
Senior Project Manager/Financial Analyst at Digital West Networks, Inc., Board Member - Treasurer...
Title:
Senior Project Manager/Financial Analyst
Location:
San Luis Obispo, California
Industry:
Information Technology and Services
Work history:
Digital West Networks, Inc. - San Luis Obispo, California AreaSenior Project Manager/Financial Analystsince Mar 2012North County Aquatics - Paso Robles, CABoard Member - Treasurersince Oct 2012
Skills:
MS Project, JIRA, MindManager, Market Research, Strategic Planning, Project Management, Product...
Full Profile

Dimitri Dritsas San Luis Obispo, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Credit Analyst • Loan Accountant • Financial Manager • Operations Manager • Community Service Manager • Encoder • Security and Investigations Professional • IT Security • Registered Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Business Administrator • Inspector • Government Administration Professional • Of Counsel • Jurist • Legal Counsel

Experience & Education

Position:
Portfolio Manager at Heritage Oaks Bank
Location:
San Luis Obispo, California Area
Industry:
Banking
Work history:
Heritage Oaks Bank - Paso Robles, CaliforniaPortfolio Managersince Nov 2012Heritage Oaks Bank - Paso Robles, CACredit Analyst IIFeb 2012 - Nov 2012
Languages:
Greek
Full Profile

Dave Mathisen San Luis Obispo, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Author • Financial Manager • Leader • Managers • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Author at the Mathisen Corollary, Portfolio Manager at Taylor Frigon Capital Management
Title:
Author, Portfolio Manager
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Work history:
The Mathisen Corollary Authorsince Apr 2011Taylor Frigon Capital Management Portfolio Managersince Jan 2007
Skills:
Investments, Financial Modeling, Financial Analysis, Wealth Management
Full Profile

Charlotte Van Noordt San Luis Obispo, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Security Analyst at QinetiQ North America
Location:
San Luis Obispo, California Area
Industry:
Defense & Space
Work history:
QinetiQ North America Security Analyst
Full Profile

Mac Eastham San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Independent Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Full Profile

Nancy Whitney San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Operations Manager • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Title:
Independent Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Full Profile

Thomas Lawrie San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Independent Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Full Profile

Tom Lawrie San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Independent Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Work history:
Charles Schwab Doer of Good Deeds1991 - 1999
Full Profile

Lindalee Fromm San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Retired at Earthlink
Title:
Independent Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Work history:
Earthlink Retired
Full Profile

Elaine Costello San Luis Obispo, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Corporate Security Analyst
Location:
San Luis Obispo, California Area
Industry:
Banking
Full Profile

John Sutherland San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Independent Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Full Profile

David Lenington San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Independent Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Full Profile

Harry Tyndall San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Independent Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Full Profile

Janet Rawlinson San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Independent Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Full Profile

John Curti San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Analyst • Analysts • Manager • Vice President • Financial Manager • Operations Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advisor • School Administrator • Educational Manager • Research Assistant • Researcher • Survey Researcher • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Work history:
Principal Global Investors Small Cap Consumer Discretionary AnalystSep 1996 - May 2009Securities Corporation of Iowa Vice President - ResearchJan 1990 - Sep 1996
Full Profile

Kathleen Oneill San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Independent Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Full Profile

Will Corcoran San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Independent Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Full Profile

Charles Jobbins San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Independent Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Full Profile

Charlotte Noordt San Luis Obispo, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Security Analyst at QinetiQ North America
Location:
San Luis Obispo, California Area
Industry:
Defense & Space
Full Profile

June French San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Independent Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Full Profile

Chong Hudson San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Full Profile

Duane Kukuk San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Independent Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Full Profile

Grandpa Ferrell San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Independent Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Full Profile

Janis Conklin San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Independent Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Full Profile

Gary Gilson San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Independent Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Full Profile

Dan Speirs San Luis Obispo, CA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Market Analyst • Market Research Analyst • Cashier Clerk • Cashier • National Sales Assistant • Sales Representative • Sales Agent • Software Developers

Experience & Education

Position:
First Vice President - Investments at Wells Fargo Advisors, LLC
Title:
First Vice President - Investments, Wells Fargo Advisors, LLC
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC First Vice President - Investmentssince Sep 2009RBC Wealth Management First Vice President, Financial ConsultantJan 2002 - Oct 2009
Certifications:
Private Investment Management (PIM)
Full Profile

Charlie Jobbins San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Independent Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Full Profile

Janice Reid San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Full Profile

Charlotte Van San Luis Obispo, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Security Analyst at QinetiQ North America
Location:
San Luis Obispo, California Area
Industry:
Defense & Space
Full Profile

Christopher Helenius San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Independent Investment Management Professional
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Full Profile

Dave Dean San Luis Obispo, CA

Professions & Specialties

Portfolio Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Vice President of Marketing • Vice President • Chief Executive • Financial Manager • Consumer Goods Professional • Commodities Clerk • Biologist • Biological Scientist

Experience & Education

Position:
Vice President Marketing at Live Eyewear
Location:
San Luis Obispo, California Area
Industry:
Consumer Goods
Work history:
Live Eyewear Vice President Marketingsince Dec 2001Seminis Product Portfolio ManagerAug 1996 - Dec 2001
Skills:
Product Development, New Business Development, Marketing, Advertising, Sales Management,...
Full Profile

Donald Dana San Luis Obispo, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Business Manager • Organization Management • Accounts Receivable • Chief Administrative Officer • Operations Manager • Chief Executive • Financial Manager

Experience & Education

Position:
Business Manager at Emerald Wave Media
Location:
San Luis Obispo, California Area
Industry:
Nonprofit Organization Management
Work history:
Emerald Wave Media Business Managersince Jun 2009Peoples' Self-Help Housing Corp. Senior Portfolio ManagerSep 2004 - Jun 2009
Full Profile

David Mathisen San Luis Obispo, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Author • Financial Manager • Leader • Managers

Experience & Education

Title:
Author, Portfolio Manager
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Full Profile

Katie Hamblin San Luis Obispo, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Credit Analyst • Loan Accountant • Financial Manager • Automotive Professional

Experience & Education

Position:
Portfolio Manager at Heritage Oaks Bank
Location:
San Luis Obispo, California Area
Industry:
Banking
Work history:
Heritage Oaks Bank Portfolio Managersince Sep 2009Heritage Oaks Bank Commercial Credit Analyst/ Business DevelopmentOct 2005 - Sep 2009
Full Profile

John Hubbard San Luis Obispo, CA

Professions & Specialties

Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Chief Investment Officer • Financial Manager • Management Analysts

Experience & Education

Position:
Retired at home
Title:
Independent Investment Management Professional
Location:
Los Osos, California
Industry:
Investment Management
Work history:
Home RetiredMutual Trust Life Insurance Company - Oak Brook, Il.SVP & Chief Investment Officer, Retired (1998)Aug 1969 - Oct 1998
Full Profile

Jeffery Welch San Luis Obispo, CA

Professions & Specialties

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

Experience & Education

Position:
Owner at Jeffery C. Welch and Associates, Inc.
Title:
Owner, Jeffery C. Welch and Associates, Inc.
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Work history:
Jeffery C. Welch and Associates, Inc. Ownersince 1998
Full Profile

Bill Leys San Luis Obispo, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Owner • Chairperson • Chief Executive • Contractor • Construction • Certified Nurse Aide • Nurse • Nurse Practitioner • Independent Business Owners • Chief Executive Officer • Financial Manager • Corporate Executive • Independent Contractor • Spokesperson • Representative • Financial Analyst • Sales Agent • Supplier • Sales Representative • Services Professional • Sales and Service Specialist • Construction Manager • Foreman • Construction Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
President at Central Coast Waterproofing, President at DeckExpert.com
Title:
Owner Central Coast Waterproofing & DeckExpert.com
Location:
San Luis Obispo, California Area
Industry:
Construction
Work history:
Central Coast Waterproofing - Arroyo Grande CA 93420Presidentsince Jan 2007DeckExpert.com - Arroyo Grande CAPresidentsince Jun 2006
Skills:
Seminar Speaker, Expert Witness, Waterproofing Contractor, Waterproofing, Epoxy Floor Contractor,...
Full Profile

Don Dana San Luis Obispo, CA

Professions & Specialties

Business Manager • Organization Management • Operations Manager • Financial Manager

Experience & Education

Title:
Business Manager at Emerald Wave Media
Location:
San Luis Obispo, California Area
Industry:
Nonprofit Organization Management
Full Profile

Liz Byrnes San Luis Obispo, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Loan Officers • Non-Profit • Licensed Real Estate Broker • Property Manager • Real Estate Sales Agent • Real Estate Manager • Organization Management • Financial Manager • Operations Manager

Experience & Education

Position:
Senior Homeownership Specialist at Peoples' Self-Help Housing
Title:
Non-Profit Housing, Homeownership Dept.
Location:
San Luis Obispo, California Area
Industry:
Real Estate
Work history:
Peoples' Self-Help Housing - San Luis Obispo, California AreaSenior Homeownership Specialistsince Jun 2010Jacobsma & Associates Property ManagerDec 2008 - May 2010
Full Profile

Gerald Frigon San Luis Obispo, CA

Professions & Specialties

Chief Investment Officer • Chairperson • Management Analysts • Chief Executive

Experience & Education

Title:
President and Chief Investment Officer at Taylor Frigon Capital Management
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Full Profile

Annalisa Clarke San Luis Obispo, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Marketing Administrator • Founder • Marketing Manager • Founding Member • Chief Executive • PR and Communications Professional • Public Relations Professinal • Advertising Professional • Brand Representative • Advertising Sales Agent • Operations Manager • Vice President • Financial Manager • Supporting Member • Non-Profit • Advisor • Team Member • Bachelor of Science • Social Workers

Experience & Education

Position:
Marketing Coordinator at US Agriseeds, Founder at AGgressive Media Group, LLC
Title:
Marketing Coordinator at US Agriseeds
Location:
San Luis Obispo, California Area
Industry:
Public Relations and Communications
Work history:
US Agriseeds Marketing Coordinatorsince Apr 2010AGgressive Media Group, LLC Foundersince Mar 2009
Full Profile

Gerry Frigon San Luis Obispo, CA

Professions & Specialties

Puchasing and Estimating Manager • Chief Investment Officer • Chairperson • General Partner • Management Analysts • Chief Executive • Partner • Financial Manager • Founding Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
General Partner at Taylor Frigon Capital Partners LP, President and Chief Investment Officer at...
Title:
President & Chief Investment Officer, Taylor Frigon Capital Mangement LLC
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Work history:
Taylor Frigon Capital Partners LP General Partnersince 2008Taylor Frigon Capital Management President and Chief Investment Officersince Jan 2007
Skills:
Venture Capital, Investments, Financial Modeling, Asset Management, Portfolio Management, Financial ...
Full Profile

Olivia Copen San Luis Obispo, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Software Tester • Information Technology Specialist • Computer Specialist • IT Specialist • Software Developers • Client Service Officer • Customer Service • Financial Manager

Experience & Education

Position:
System QA Analyst at IQMS
Title:
System QA Analyst
Location:
San Luis Obispo, California Area
Industry:
Information Technology and Services
Project Security Analyst at PeopleSoft
Full Profile

J Copen San Luis Obispo, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Software Tester • Information Technology Specialist • Computer Specialist • IT Specialist • Software Developers • Client Service Officer • Customer Service • Financial Manager

Experience & Education

Title:
System QA Analyst at IQMS
Location:
San Luis Obispo, California Area
Industry:
Information Technology and Services
..Support Specialist at IQMS Project Security Analyst at PeopleSoft 1 more
Full Profile

Curtis Suda San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Volunteer • Non-Profit • Financial Manager • Student Worker • Property Manager • Real Estate Manager

Experience & Education

Position:
Investment Analyst at Pantheon Ventures
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Pantheon Ventures Investment Analystsince Jul 2012Colombia Sin Fronteras - South AmericaTraveler & VolunteerJan 2012 - Apr 2012
Skills:
Investments, Microsoft Excel, Financial Modeling, Valuation, Financial Analysis, Asset Managment,...
Languages:
Spanish
Full Profile

Investment Analysts near San Luis Obispo, CA0123Pismo BeachLompocSanta MariaAtascaderoCayucosNipomoSanta YnezSolvangTempleton


Investment Analysts around San Luis Obispo, CA

Atascadero  (1)
Cayucos  (1)
Lompoc  (3)
Nipomo  (1)
Pismo Beach  (3)
Santa Maria  (3)
Santa Ynez  (1)
Solvang  (1)
Templeton  (1)

Investment Analysts in California

Sub-specializations