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Investment Analysts in Walnut Creek, CA

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65 results found

Farahat Ali Walnut Creek, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerSecurityInformation Technology SpecialistIT SpecialistHuman Resources SpecialistRecruitmentFinancial Manager

Experience & Education

Position:
Lead SAP Security Analyst at Institute for Information Technology Solutions - 2KOL-IT Services
Title:
SAP Security Analyst at Institute for Information Technology Solutions - 2KOL-IT Services
Location:
Walnut Creek, California
Industry:
Information Technology and Services
Work history:
Institute for Information Technology Solutions - 2KOL-IT Services - San Francisco , Walnut Creek, CA 94596Lead SAP Security Analystsince Jan 2012Peabody Energy, MI, USA - MI, USASAP Security AdministratorFeb 2011 - Jan 2012

Mark Dossa Walnut Creek, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Portfolio Manager at Centara Capital Management, Portfolio Manager at Centara Capital Group, Inc.,...
Title:
Portfolio Manager at Centara Capital Management
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Centara Capital Management Portfolio Managersince Apr 2001Centara Capital Group, Inc. Portfolio Managersince 2001
Skills:
Financial Planning, Asset Management, Investment Advisory, Investments

Chris West Walnut Creek, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSenior Vice PresidentVice PresidentChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorOperations ManagerDepartment SupervisorSupporting MemberTeam Member

Experience & Education

Position:
Senior Vice President - Investments at Wells Fargo Advisors, LLC
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Walnut Creek, CASenior Vice President - Investmentssince Mar 2011Merrill Lynch - Walnut Creek, CAInvestment Strategist / PIA Portfolio ManagerDec 2007 - Mar 2011
Skills:
Asset Allocation, Alternative Investments, Investment Strategies, Investment Management, Asset...

Joel Ergood Walnut Creek, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSenior ManagerProgram DirectorOperations ManagerFinancial ManagerAdvisor

Experience & Education

Work

Company:
Central garden and pet
Senior manager, program manager, special projects
Company:
Central garden and pet - Walnut Creek, CA
Senior manager, service delivery

Skills

Portfolio Management, Program Management, Project Management, Strategic and Tactical Planning,...

Hubert White Walnut Creek, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerManagerVice PresidentSenior Vice PresidentOperations ManagerChief ExecutiveFinancial Manager

Experience & Education

Work

Company:
Highmark capital management - San Francisco, CA
Senior fixed income funds manager, vice president
Company:
Mentor investment group - Richmond, VA
Portfolio manager, senior vice president

Skills

Portfolio Management, Investment Strategy, Fixed Income Trading, Credit Analysis, Security...

Matthew Schmitz Walnut Creek, CA

Professions & Specialties

Investment AnalystFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentMarket AnalystMarket Research AnalystSupporting MemberTeam MemberFinancial Manager

Experience & Education

Work

Company:
Merrill lynch
Registered senior client associate
Company:
E-trade securities - Houston, TX
Financial consultant

Fidelia Johnson Walnut Creek, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCounselorAdvisorDirectorOperations ManagerFinancial Manager

Experience & Education

Work

Company:
Svs group - wells fargo
Consultant
Company:
First data corporation - Walnut Creek, CA
Director of implementation - portfolio manager

Steve Lacour Walnut Creek, CA

Professions & Specialties

Financial ConsultantPortfolio ManagerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Associate Vice-President, Financial Advisor, Portfolio Manager at Morgan Stanley
Title:
Financial Advisor, Associate Vice-President, Portfolio Manager at Morgan Stanley Wealth Management
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Morgan Stanley Associate Vice-President, Financial Advisor, Portfolio Managersince Aug 1997

Patty Sul Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Position:
Regional Portfolio Manager at Sequoia Equities, Inc.
Location:
Walnut Creek, California
Industry:
Real Estate
Work history:
Sequoia Equities, Inc. - Walnut Creek, CARegional Portfolio Managersince Apr 2011Prometheus Real Estate Group - San MateoPortfolio ManagerOct 2003 - Mar 2011

Sebastien Jungo Walnut Creek, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerChief Administrative OfficerChief ExecutiveFinancial Manager

Experience & Education

Work

Company:
Evam - Lausanne, VD
Financial assistance specialist
Company:
Evam - Lausanne, VD
Healthcare portfolio manager

Victor Drobysh Walnut Creek, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerCounselorAdvisorTechnical Support SpecialistSystems Support SpecialistSupport SpecialistsFinancial Manager

Experience & Education

Work

Company:
Wavestrong, inc
Technical consultant
Company:
Epam systems
Technical support engineer

Vittorio Fratta Walnut Creek, CA

Professions & Specialties

Portfolio ManagerEquity TraderInvestment AnalystPuchasing and Estimating ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinancial Manager

Experience & Education

Work

Company:
Icc capital management - Orlando, FL
Vice president & portfolio manager
Company:
Icc capital management - Orlando, FL
Equity trader

Lahcen Abidar Walnut Creek, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerFounderChief Investment OfficerFounding MemberChief ExecutiveManagement AnalystsPhysicianFinancial ManagerOperations ManagerPhilanthropeNon-ProfitMaster of Business Administration

Experience & Education

Position:
Business Development / Executive & Physician Recruiting at Registry of Physician Specialists
Location:
Walnut Creek, California
Industry:
Staffing and Recruiting
Work history:
Registry of Physician Specialists - Walnut Creek, CABusiness Development / Executive & Physician Recruitingsince Jan 2012Abidar Capital Management Founder/Chief Investment OfficerJan 2009 - Dec 2011
Languages:
Arabic, French

Ceara Kennerly Concord, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerCommunity Association ManagerProperty ManagerReal Estate ManagerBoard MemberManagement Team ExecutiveOperations ManagerChief ExecutiveFinancial ManagerHuman Resources SpecialistRecruitmentRecords SupervisorAdministrative AssociateCoordinatorIndependent ContractorAnalystsRecords and Information ManagerRecords ClerkClerical SpecialistAdministrative ClerkManagersContractorCustomer ServiceClient Service OfficerIndependent Business Owners

Experience & Education

Position:
Real estate assistant at Kennedy Wilson
Title:
Real Estate Assistant
Location:
Concord, California
Industry:
Real Estate
Work history:
Kennedy Wilson Real estate assistantsince Jun 2013Bay Area Property Services - Walnut Creek, CACertified Community Association ManagerDec 2010 - Mar 2013

Cory Kamian Walnut Creek, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate Sales AgentReal Estate ManagerVice PresidentFinancial ManagerChief ExecutiveSupporting MemberTeam Member

Experience & Education

Position:
Property Mangement/Leasing at Currently looking for a Property Management Position
Title:
Currently Looking
Location:
Walnut Creek, California
Industry:
Real Estate
Work history:
Currently looking for a Property Management Position - East BayProperty Mangement/Leasingsince Jun 2013Sares-Regis Group - Bay AreaProperty ManagerAug 2012 - Jun 2013
Skills:
Lease Administration, Property Management, Leases, Disposition

Daniel Saieh Walnut Creek, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerDirectorOperations ManagerFinancial ManagerResearch AssociateResearch SpecialistResearch ScientistAgentSales AgentSales RepresentativeBusiness Administrator

Experience & Education

Work

Company:
Blackrock - San Francisco, CA
Director, head of product management
Company:
Blackrock - San Francisco, CA
Director, institutional business latin america

Skills

Sales, product development, management, client relationship, backoffice, portfolio management,...

Janette Luis Walnut Creek, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerContractorIndependent Business OwnersRepresentativeVolunteerAdministrative AssociateCounselorAnalystNon-ProfitAdministrative ClerkClerical SpecialistAdvisorAnalystsManagerOperations ManagerFinancial Manager

Experience & Education

Work

Company:
Franklin templeton - San Mateo, CA
Contractor proposal specialist
Company:
Bank of america merrill lynch - Concord, CA
Contractor foreign exchange operations specialist

Skills

Adobe Acrobat/Distiller, Microsoft Office Suites: Outlook, Excel and Word; PowerPoint

Jessica Schiller Walnut Creek, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerDirectorDeputy DirectorOperations ManagerDeputy ManagerChief ExecutiveFinancial ManagerMaster of Business AdministrationBachelor of ScienceBusiness AdministratorSupporting MemberTeam MemberAnalystsAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
Honor finance
Director of accounting & finance
Company:
Cortland capital market services, llc - Chicago, IL
Associate director, private equity

David Lau Walnut Creek, CA

Professions & Specialties

Credit Risk AnalystFinancial Center ManagerBankerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerUnderwriterBachelor of ScienceFinancial ManagerVice PresidentChief ExecutiveLoan AccountantProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
Wells fargo bank
Private / business sba loan underwriter iv
Company:
Blackhawk network, a subsidiary of safeway inc - Pleasanton, CA
Credit risk analyst

Fidelia Johnson Walnut Creek, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCounselorAdvisorProject ManagerBachelor of Business AdministrationOperations ManagerFinancial ManagerProject Managers

Experience & Education

Work

Company:
Svs group - wells fargo
Consultant
Company:
Svs group - wells fargo -
Consultant

Haseeb Javed Walnut Creek, CA

Professions & Specialties

Produce ManagerTechnology DirectorCo-FounderProduction ManagerTechnology ManagerTechnical ManagersFounderFounding MemberChief ExecutiveSoftware EngineerSoftware Developers

Experience & Education

Work

Company:
Medmonk
Product manager
Company:
Registry love - Cupertino, CA
Cto, co-founder

Preeti Swaminathan Walnut Creek, CA

Professions & Specialties

Puchasing and Estimating ManagerTeam LeaderOperations ManagerDesignersFinancial Manager

Experience & Education

Work

Company:
Infosys ltd
Company:
Infosys ltd
Designer and team lead

Ken Atkinson San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerChief Information OfficerChief Operating OfficerProgram DirectorPartnerOperations ManagerTechnology DirectorTechnology ManagerTechnical ManagersFinancial ManagerGeneral and Operations ManagerDirector of OperationsChief ExecutiveLeaderBusiness AdministratorSecurityRepresentativeSpeakerManagersSpokespersonSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeModelPromoterProject ManagersGovernment Service ExecutiveGovernment Administration OfficerCivil Servant

Experience & Education

Position:
IT Business Management Services Executive at AAA Northern California, Nevada & Utah Insurance...
Title:
Senior Business Technology Executive | High Performance Leader
Location:
San Francisco Bay Area
Industry:
Management Consulting
Work history:
AAA Northern California, Nevada & Utah Insurance Exchange - Walnut Creek, CAIT Business Management Services Executivesince Nov 2010AAA Northern California, Nevada & Utah Insurance Exchange - San Francisco Bay AreaPortfolio ManagerDec 2002 - Nov 2010
Skills:
Project Governance, Portfolio Management, Program Management, Business Analysis, PCI DSS, Demand...
Languages:
English, Afrikaans

John Furtado San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerBusiness AdministratorManager in TrainingSecurityManagersSenior Vice PresidentManagerOperations ManagerVice PresidentChief ExecutiveFinancial ManagerHospital Care ProfessionalHealth ProfessionalHealth PractitionerTechnical Support SpecialistSystems Support SpecialistSupport SpecialistsProject Managers

Experience & Education

Position:
BMO - chief of Staff at Kaiser Permanente, Senior Vice President at John joined Bank of America
Title:
Business Management Office - Chief of Staff at Kaiser Permanente
Location:
San Francisco Bay Area
Industry:
Hospital & Health Care
Work history:
Kaiser Permanente - Walnut Creek, caBMO - chief of Staffsince Sep 2012John joined Bank of America Senior Vice Presidentsince Apr 1982
Skills:
Project Management, Program Management, Team Management, Facilities, Large Group Facilitation, MS...

Mike Ashton San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial ManagerAnalystsTeam Member

Experience & Education

Position:
Portfolio Manager at Pacific View Asset Management
Location:
San Francisco, California
Industry:
Investment Management
Work history:
Pacific View Asset Management - San Francisco Bay AreaPortfolio Managersince Jun 2013Insight Capital Research & Management, Inc. - Walnut Creek, CAPortfolio ManagerApr 2009 - Jun 2013

Kyle Lewis San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerProgram AssociateSupporting MemberTeam MemberFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAgentSales RepresentativeProject ManagersFinancial Manager

Experience & Education

Position:
Associate - Credit Managemnt Training Program at Wells Fargo
Title:
Wells Fargo Credit Management Training Program Associate
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Wells Fargo - San Francisco, CAAssociate - Credit Managemnt Training Programsince Feb 2013Wells Fargo - Walnut Creek, CAFinancial AnalystSep 2010 - Feb 2013
Skills:
Portfolio Management, Credit, Underwriting, Credit Analysis, Commercial Real Estate Analysis,...

Joseph Thurakal San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentResearcherSurvey ResearcherCounselorAdvisorTeaching FellowTeaching AssistantFinancial ManagerMathematicsMathematicianEntrepreneurManagersCorporate ExecutiveChief ExecutiveMaster of ArtsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSoftware DeveloperSoftware Developers

Experience & Education

Position:
Senior Portfolio Manager at Sandor Straus Family Office
Title:
Graduate Student Researcher and Consultant
Location:
San Francisco Bay Area
Industry:
Research
Work history:
Sandor Straus Family Office - Walnut Creek, CASenior Portfolio Managersince Jun 2011University of California, Berkeley - Berkeley, CAGraduate Student InstructorAug 2010 - May 2013
Skills:
Matlab, Data Analysis, Hedge Funds, Mathematica, Teaching, Physics, Electrochemistry, Investments,...

Mike Volberding San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentTreasurerFinancial ManagerFinancial OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing DirectorOperations ManagerChief ExecutiveFinancial AnalystSecurityCounselorAdvisorAnalystsCorrespondentReporterAgentSales RepresentativeModelMaster of Business AdministrationBachelor of ScienceHospital Care ProfessionalHealth ProfessionalHealth PractitionerSchool AdministratorEducational Manager

Experience & Education

Position:
. at John Muir Health
Title:
Portfolio Manager & Treasurer
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
John Muir Health - Walnut Creek, CA.since May 2012Santa Barbara Tax Products Group TreasurerJan 2010 - Apr 2011

Michael Tolaney Downey, CA

Professions & Specialties

Portfolio ManagerTraderInvestment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief Executive OfficerChief ExecutiveCorporate ExecutiveFinancial ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerResearch AnalystResearch AssistantResearcherSurvey ResearcherOperations ManagerFinancial OfficerAnalystsTeam MemberAccounting BookkeeperBookkeeper

Experience & Education

Position:
PRESIDENT & CEO at ALPHA ENERGY INC.
Location:
United States
Industry:
Oil & Energy
Work history:
ALPHA ENERGY INC. - DOWNEY, CAPRESIDENT & CEOsince Apr 2011MMT INVESTMENTS - Walnut Creek, CATrader & Portfolio ManagerDec 2008 - Dec 2010
Languages:
English, Spanish, Hindi

John Hudson San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerReal Estate ManagerLicensed Real Estate BrokerProperty ManagerManagerFinancial ManagerOperations ManagerChief ExecutiveSoftware Developers

Experience & Education

Position:
Real Estate Portfolio Manager at Microsoft
Title:
Corporate Real Estate Manager
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Microsoft - SF Bay AreaReal Estate Portfolio Managersince Feb 2013AAA Insurance Exchange - Walnut Creek, CAWorkplace Strategy & Programs Manager2011 - 2012

Jonathan Weiner San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerSupporting MemberTeam MemberLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial ManagerInvestorConstructionRecognitionReal Estate Sales AgentBoard MemberFinancial DirectorManagement Team ExecutiveOperations ManagerFinancial OfficerMaster of Business AdministrationBachelor of ScienceComputer Software ProfessionalSoftware DevelopersStudent WorkerAccounting BookkeeperBookkeeperMarket Research Analyst

Experience & Education

Position:
Associate at IndCor Properties, Investment Analyst at KBS Realty Advisors
Title:
Associate at IndCor Properties
Location:
San Francisco, California
Industry:
Real Estate
Work history:
IndCor Properties - Walnut Creek, CAAssociatesince Jan 2013KBS Realty Advisors - San FranciscoInvestment Analystsince Jul 2011

Neal Reclus San Francisco, CA

Professions & Specialties

Investment AnalystFinancial Services ProfessionalPuchasing and Estimating ManagerFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVolunteerNon-ProfitFinancial ManagerOrganization ManagementAdvisorOperations ManagerProperty ManagerReal Estate ManagerActuarial AnalystActuarial AssociateInsurance ActuaryStatistician

Experience & Education

Title:
Investment Analyst
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
First Investors Corporation - Walnut Creek, CAFinancial Services RepresentativeNov 2011 - Jun 2013Boys and Girls Clubs of America VolunteerJul 2010 - Sep 2011
Certifications:
Real Estate Salesperson, CA DRE
Life Insurance Agent, CA Dept. of Insurance

Morgan Becker San Francisco, CA

Professions & Specialties

Financial ConsultantPortfolio ManagerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerSenior Vice PresidentManagerVice PresidentChief ExecutiveFinancial ManagerOperations ManagerMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Vice President, Financial Advisor, Portfolio Manager at Morgan Stanley
Title:
Senior Vice President | Financial Advisor | CIMA®* at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley - Walnut Creek, CASenior Vice President, Financial Advisor, Portfolio Managersince Mar 2000Paine Webber Financial Advisor1998 - 2000
Certifications:
Certified Investment Management Analyst ®* (CIMA®*), Investment Management Consultants Association®*

Larry Haydon San Francisco, CA

Professions & Specialties

Portfolio ManagerFinancial ConsultantInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystAdvisorConstructionBusiness ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerChief Administrative OfficerPartnerChief ExecutiveFinancial ManagerOperations ManagerCertified Public AccountantAccounting BookkeeperBookkeeperSchool AdministratorEducational ManagerDepartment Store SalespersonRetail ProfessionalRetail SalespersonMarket AnalystMarket Research Analyst

Experience & Education

Position:
Business Advisor/Property Asset, Portfolio & Development Mgr at Philip Wood/Ten Speed...
Title:
Trusted Advisor to High Wealth Individuals & Family Business Offices - Trusts, Estates & Commercial Real Estate
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Philip Wood/Ten Speed Press/Philip Wood Administrative Trust - Berkeley, CABusiness Advisor/Property Asset, Portfolio & Development Mgrsince 1991Trove, LLC - Berkeley, CAPartner and Business Manager2006 - 2011

Panayioti Mastorakos Dallas, TX

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerApprenticeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerStudent WorkerOperations Manager

Experience & Education

Position:
Investment Analyst Intern at First Command Financial Services, Student at Texas Christian University
Title:
Investment Analyst Intern at First Command Bank
Location:
Dallas/Fort Worth Area
Industry:
Investment Banking
Work history:
First Command Financial Services - Fort Worth TexasInvestment Analyst Internsince May 2013Texas Christian University Studentsince Jun 2011

Ronald Hunt San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerChief Executive OfficerChairpersonFinancial ManagerCorporate ExecutiveChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Managing Director at CONCERT Wealth Management Inc, President at Hunt Wealth Management, SENIOR...
Title:
SENIOR PORTFOLIO MANAGER at HUNT WEALTH MANAGEMENT
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
CONCERT Wealth Management Inc - Walnut CreekManaging Directorsince Apr 2009Hunt Wealth Management - Walnut Creek, CAPresidentsince Apr 2009

Corey Casilio San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFounderManagerFinancial ManagerFounding MemberChief ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Founder/Portfolio Manager at Casilio Leitch Investments
Title:
Founder & Portfolio Manager | Casilio Leitch Investments, A Private Wealth Management Company corey.casilio@clpwm.com
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Casilio Leitch Investments - 100 Pringle Ave. Suite 415 Walnut Creek Ca 94596Founder/Portfolio Managersince Sep 2011
Skills:
Portfolio Management, Investments, Asset Managment, Bloomberg, Alternative Investments, Asset...

Mark Mcmechen San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperResearch AnalystResearch AssistantResearcherSurvey ResearcherAnalystAnalystsFinancial ManagerLoan AccountantStudent Worker

Experience & Education

Position:
Senior Investment Analyst at Destination Wealth Management
Title:
Investment Analyst
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Destination Wealth Management - Walnut Creek, CASenior Investment Analystsince Jul 2009The Colony Group Research AnalystMay 2006 - Oct 2008

Bruce Katz San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President, Senior Portfolio Manager at RBC Wealth Management
Title:
Senior Vice President, Senior Portfolio Manager at RBC Wealth Management, Bay Area Wealth Management
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
RBC Wealth Management - Walnut Creek, CASenior Vice President, Senior Portfolio Managersince Jun 2009UBS Financial Services - Walnut Creek, CASenior Vice President, Senior Portfolio ManagerApr 2003 - Jun 2009

David Hofmayer New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerProgram DirectorOperations ManagerFinancial ManagerMarketing ManagerSEO SpecialistWeb Marketer

Experience & Education

Position:
Assistant to the Pro Bono and Legal Directors at New York Lawyers for the Public Interest
Location:
New York, New York
Industry:
Legal Services
Work history:
New York Lawyers for the Public Interest - New York, NYAssistant to the Pro Bono and Legal Directorssince Nov 2011U.S. Communities - Walnut Creek, CAProgram ManagerJun 2008 - Sep 2011
Skills:
Email Marketing, SEO, Research, Legal Writing, Analysis

Man Chiang San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerDepartment SupervisorManagerOperations ManagerAnalysts

Experience & Education

Position:
Investment Operations Specialist at aspiriant
Title:
Investment Analyst at Mosaic Financial Partners
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Aspiriant - San Francisco Bay AreaInvestment Operations Specialistsince Jun 2013Mosaic Financial Partners - San francisco, CAInvestment AnalystOct 2012 - Jun 2013

Martin Osten Menlo Park, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerCounselorAdvisorFinancial Manager

Experience & Education

Work

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

Jonathan Sadowsky Santa Monica, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalResearcherSurvey ResearcherAnalystSecurityConstructionAnalystsChief Information OfficerManagerFinancial ManagerTechnology DirectorTechnology ManagerTechnical ManagersOperations ManagerModelSchool PrincipalSchool AdministratorEducational ManagerManagement AnalystsAccounting BookkeeperBookkeeper

Experience & Education

Position:
Fixed Income/Macro Portfolio Manager and Macroeconomic Analyst at Vaca Creek Asset Management LLC...
Title:
Fixed Income/Macro Macroeconomic Researcher and Portfolio Manager at Vaca Creek Asset Management
Location:
Santa Monica, California
Industry:
Investment Management
Work history:
Vaca Creek Asset Management LLC - Santa Monica, CAFixed Income/Macro Portfolio Manager and Macroeconomic Analystsince May 2010Browndorf PEM - Newport Beach, CAPortfolio and Risk ManagerJun 2008 - Feb 2010
Skills:
Fixed Income, Derivatives, Trading, Portfolio Management, Risk Management, Macroeconomics, Global...

Sean Murray Manassas, VA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerSales EngineerComputer Software ProfessionalSoftware DevelopersLinux AdministratorSolaris AdministratorComputer Security SpecialistComputational ScientistInformation Technology SpecialistSystems AdministratorComputer Systems AdministratorSecurity and Investigations ProfessionalIT SecurityComputer ScientistsIT SpecialistTechnicianLogistics SpecialistAnalystTechnical SpecialistTechnical Support SpecialistsAnalystsPartnerFinancial ManagerChief ExecutivePatient Care TechnicianPatient Support RepresentativeHealthcare SupportMicrosoft Certified Solutions ExpertBachelor of ScienceLogistician

Experience & Education

Position:
Sr. Sales Engineer at Currently looking for next opportunity in IT
Location:
Manassas, Virginia
Industry:
Computer Software
Work history:
Currently looking for next opportunity in IT Sr. Sales EngineerSymantec - Washington D.C. Metro AreaSr. Sales EngineerApr 2009 - Jul 2013
Certifications:
CISSP, ISC2
PGP Certified Technician PCT, PGP Corporation
Computer Security Analyst at STG

Marty Osten San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerSystems ArchitectComputer Software ProfessionalSoftware Systems EngineerSoftware DevelopersSoftware EngineerFinancial ManagerInformation Technology SpecialistIT AnalystIT SpecialistOperations ManagerProduction ManagerCaptainModelAccounting BookkeeperBookkeeper

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

Jonathan Masse San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentChief Investment OfficerChairpersonManagement AnalystsChief ExecutiveModelVolunteerNon-ProfitFinancial ManagerInstructorPedagogueMaster of Business AdministrationMathematicsMathematicianFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProperty ManagerReal Estate Manager

Experience & Education

Position:
Chief Investment Officer at WaveFront Capital Management, Professional Model at Boom Talent Agency, ...
Title:
Chief Investment Officer at WaveFront Capital
Location:
San Francisco Bay Area
Industry:
Media Production
Work history:
WaveFront Capital Management - San Francisco, CAChief Investment Officersince Jun 2013Boom Talent Agency - National & RegionalProfessional Modelsince May 2012

James Moses San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerVice PresidentChief ExecutiveAgentSales RepresentativeOperations ManagerFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInformation Technology SpecialistIT SpecialistInternational Affairs

Experience & Education

Position:
Real Estate Counsel at PMI Mortgage Insurance Co.
Title:
Real Estate Professional
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
PMI Mortgage Insurance Co. - Walnut Creek, CAReal Estate Counselsince Jun 2011McMorgan & Company - San Francisco Bay AreaVice President of Asset Management2007 - 2008

Lynne Vuskovic San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerManaging PartnerPartnerChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerRelationship ManagerAccount Service ManagerClient Service OfficerCustomer ServiceFinancial ManagerAnalysts

Experience & Education

Position:
Managing Partner at Surry Hills Partners
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Surry Hills Partners - Danville, CAManaging Partnersince May 2013First Republic Bank - Walnut Creek, CASenior Relationship ManagerApr 2012 - Apr 2013
Skills:
Contract Negotiation, Appraisals, Construction Loans, Portfolio Management, Loans, Underwriting,...

Jason Merriam San Francisco, CA

Professions & Specialties

Puchasing and Estimating ManagerField EngineerComputer TechnicianInformation Technology SpecialistComputer Network ProfessionalTechnical Support SpecialistComputers SpecialistComputer SpecialistIT SpecialistNetwork AdministratorSystems Support SpecialistSupport SpecialistsComputer ScientistsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerManagerOperations ManagerManagersTechnical SpecialistTechnical Support SpecialistsAnalystAnalysts

Experience & Education

Position:
IT Field Engineer at Coleman Computer Services, LLC, Computer Technician at Contra Costa County...
Title:
IT Field Engineer at Coleman Computer Services, LLC
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
Coleman Computer Services, LLC - Walnut Creek, CAIT Field Engineersince Oct 2011Contra Costa County Office of Education - Contra Costa Adult School - Richmond, CAComputer Techniciansince Dec 2007
Sr Data Security Analyst at GreenPoint Mortgage

John Pak San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerChief Executive OfficerCorporate ExecutiveChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerAnalysts

Experience & Education

Position:
Managing Director at Edge Wealth Management
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Edge Wealth Management Managing Directorsince Nov 2009Black Pearl Asset Management CEOJun 2002 - Nov 2009



Investment Analysts near Walnut Creek, CA022446688110OaklandPleasantonSan RamonBerkeleyConcordHaywardAlamedaDanvilleRichmondSan Leandro