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Investment Analysts in West Linn, OR

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19 results found

Jim Patricelli West Linn, OR

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial ManagerOperations ManagerProject ManagersResearch AnalystResearch AssistantResearcherSurvey ResearcherProject ManagerAnalystAnalystsBachelor of Science

Experience & Education

Title:
Portfolio Manager
Location:
Lake Oswego, Oregon
Industry:
Investment Management
Work history:
Lombard Odier Asset Mgmt - Greater New York City AreaPortfolio ManagerOct 2007 - Oct 2011Pequot Capital Portfolio ManagerSep 2001 - Sep 2007

Eric Boughton West Linn, OR

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Manager

Experience & Education

Position:
Portfolio Manager at Deschutes Portfolio Strategies
Location:
Lake Oswego, Oregon
Industry:
Investment Management
Work history:
Deschutes Portfolio Strategies Portfolio Managersince Sep 20061st Source Investment Advisors Portfolio ManagerMay 2001 - Aug 2006

Amanda Williams Portland, OR

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerChairpersonFinancial ManagerChief ExecutiveReal Estate Sales AgentSupplierServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Portfolio Manager at C&R Real Estate Services, Committee Member (Chairman in 2012) at...
Title:
Portfolio Manager at C&R Real Estate Services
Location:
Portland, Oregon Area
Industry:
Real Estate
Work history:
C&R Real Estate Services Portfolio Managersince Jan 2011Multifamily NW (Formerly Known as Metro Multifamily Housing Association) - Lake Oswego, ORCommittee Member (Chairman in 2012)since 2009
Skills:
Property Management, Apartments, Contract Management, Accounts Receivable, Leases, Retail, Condos,...

Amber Nickens West Linn, OR

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial ManagerLeasing Property ManagerReal Estate ManagerLeasing ProfessionalLicensed Real Estate BrokerReal Estate Sales AgentCabin AttendantRoom Service Food ServerFood Service WorkerFood and Beverages ProfessionalFood and Beverage AttendantBachelor of Science

Experience & Education

Work

Company:
Cal-am properties, inc - Portland, OR
West coast regional portfolio manager
Company:
C&r real estate service, co - Portland, OR
Sr. portfolio manager / corporate trainer

John Woolley West Linn, OR

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSchool PrincipalSchool AdministratorEducational ManagerOwnerFinancial ManagerChief ExecutiveNon-Profit

Experience & Education

Position:
Principal & Portfolio Manager, Fixed Income at Northwest Investment Counselors, LLC, Owner at...
Title:
Principal & Portfolio Manager, Fixed Income
Location:
Lake Oswego, Oregon
Industry:
Investment Management
Work history:
Northwest Investment Counselors, LLC Principal & Portfolio Manager, Fixed Incomesince May 2007Tamarack Capital Ownersince 1998

Mark Harris West Linn, OR

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerManagerOperations ManagerFinancial Manager

Experience & Education

Work

Company:
Riverstone residential group - Portland, OR
Regional manager
Company:
Guardian real estate services - Portland, OR
Portfolio manager

Chelsea Gobel West Linn, OR

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerAccount ManagerFinancial ManagerClient Service OfficerCustomer Service

Experience & Education

Work

Company:
C & r real estate services co. - Portland, OR
Commercial portfolio manager
Company:
Felton properties - Portland, OR
Account manager

Skills

EE Trainings, Managed Directly over 20 employees, OR Public Notary

Nicole Jensen West Linn, OR

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerManagerOperations ManagerFinancial Manager

Experience & Education

Work

Company:
Wdc properties/eko haus
Portfolio manager
Company:
Trinity property consultant - Wilsonville, OR
Resident manager

Megan Roche' Portland, OR

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerVice PresidentChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSecurityAgentSales RepresentativeOrderlyFinancial ManagerEntrepreneurManagersEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonLegal CounselLaw SpecialistReal Estate AttorneysLawyersJuris DoctorBachelor of ArtsDeanHigher Education ProfessionalSchool AdministratorEducational Manager

Experience & Education

Position:
Special Assets Officer at Washington Federal, Special Assets Officer, VP at West Coast Bank
Title:
at
Location:
Portland, Oregon Area
Industry:
Banking
Work history:
Washington Federal - Lake Oswego, ORSpecial Assets Officersince Jun 2013West Coast Bank - Lake Oswego, ORSpecial Assets Officer, VPsince Dec 2010

Jen Woodbury West Linn, OR

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSchool PrincipalSchool AdministratorEducational ManagerAgentSales RepresentativeConciergeProject ManagerOwnerProject ManagersChief ExecutiveHuman Resources SpecialistRecruitmentData Entry SpecialistData ScientistReal Estate Sales AgentBusiness ManagerBusiness AdministratorContractorOperations ManagerFinancial ManagerFinancial OfficerDesignersBachelor of AgricultureMaster of Business AdministrationIndependent Business OwnersLawyersPlumbing Specialist

Experience & Education

Position:
Broker, Principal Broker at Real Estate Industry
Title:
Principal Broker at Summa Professionals Real Estate Group
Location:
Lake Oswego, Oregon
Industry:
Real Estate
Work history:
Real Estate Industry - Lake Oswego, Oregon and Kailua-Kona HawaiiBroker, Principal Brokersince May 2000Professional Business Services Elite Concierge and ErrandsJan 2008 - Mar 2013
Skills:
Social Media Marketing, Project Management, Customer Service, Management, Account Management,...

Kelli Sepulveda Portland, OR

Professions & Specialties

Puchasing and Estimating ManagerSecurityInformation Technology SpecialistComputer AnalystIT SpecialistInformation Systems AnalystIT AnalystData Entry SpecialistDatabase DeveloperSoftware DevelopersData ScientistMaster of ScienceMaster of Business AdministrationBachelor of ScienceMathematicsMathematicianFinancial ManagerStudent Worker

Experience & Education

Position:
User Security Administrator at Holiday Retirement
Title:
Security Administrator at Holiday Retirement
Location:
Portland, Oregon Area
Industry:
Information Technology and Services
Work history:
Holiday Retirement - Lake Oswego, ORUser Security Administratorsince Jun 2013Idaho State University Computer AnalystOct 2010 - Jun 2013
Application Security Analyst at Idaho State University

Kristen Keats Portland, OR

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCertified Public AccountantTax PreparerAccounting BookkeeperBookkeeperTax AccountantOwnerChief ExecutiveManagerChief Administrative OfficerOperations ManagerFinancial ManagerPedagogueSupporting MemberTeam MemberBachelor of ScienceRecruitment

Experience & Education

Position:
CPA at McCoy Foat & Company CPAs, PC
Title:
CPA at McCoy Foat & Company, CPAs PC
Location:
Portland, Oregon Area
Industry:
Accounting
Work history:
McCoy Foat & Company CPAs, PC - West Linn, ORCPAsince Jul 2012Kristen S. Keats, CPA OwnerJan 2004 - Jul 2012
Skills:
Tax Preparation, Accounting, Quickbooks, Tax, Financial Statements, Tax Returns, CPA, Accountants,...
Certifications:
Certified Public Accountant, Oregon
QuickBooks ProAdvisor, Intuit

David Baker Portland, OR

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerTreasurerFinancial OfficerFinancial ManagerAssociate ProfessorLecturerPostsecondary TeacherChief ExecutiveRelationship ManagerDepartment Store SalespersonRetail ProfessionalRetail SalespersonAccount Service ManagerClient Service OfficerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerConstructionMaster of Business AdministrationBachelor of ScienceLoan AccountantCustomer Service

Experience & Education

Position:
Treasurer at Community Financial Corporation, Adjunct Professor - ADP at Warner Pacific College
Title:
Treasurer at Community Financial Corporation
Location:
Portland, Oregon Area
Industry:
Banking
Work history:
Community Financial Corporation - Lake Oswego, ORTreasurersince Jul 2012Warner Pacific College Adjunct Professor - ADPsince May 2010
Skills:
PowerPoint, Excel, Word, Credit, Cash Flow, Financial Analysis, Portfolio Management, Loans,...

George Porter West Linn, OR

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerChief Executive OfficerVice PresidentCorporate ExecutiveChief ExecutiveSenior ManagerOperations ManagerFinancial Manager

Experience & Education

Work

Company:
Lake oswego consulting group - specialists in strategic marketing
Managing director
Company:
Wells fargo bank - Portland, OR
Vice president, strategic change management

Skills

MBA, Marketing and Management; New business development; Change management; Startups and SMBs...

James Ryan West Linn, OR

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerDirectorRegion ManagerOperations ManagerManagement ConsultantCounselorArea ManagerManagersManagement AnalystAnalystsAdvisorFinancial ManagerPurchasing ManagersSales RepresentativePsychology Specialist

Experience & Education

Work

Company:
Commonwealth real estate
Regional director
Company:
Ryan investment advisory services
Real estate investment management/operations consultant

Jay Pasquantonio Charbonneau, OR

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial ManagerProduce ManagerOperations ManagerProduction ManagerSchool PrincipalSchool AdministratorEducational Manager

Experience & Education

Work

Company:
Interventional medical products
Senior portfolio manager
Company:
Te connectivity, medical products business unit - Wilsonville, OR

Oswaldo Simental San Francisco, CA

Professions & Specialties

Puchasing and Estimating ManagerSupporting MemberProject ConsultantTeam MemberAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagersAnalystsBachelor of ArtsInformation Technology SpecialistIT SpecialistFinancial Manager

Experience & Education

Title:
FInancial Professional seeking new opportunity in San Francisco
Location:
San Francisco, California
Industry:
Financial Services
Work history:
Bates Group LLC - Lake Oswego, ORAssociateFeb 2010 - Apr 2013Oregon Department of Revenue - Salem, ORProject ConsultantJul 2009 - Aug 2009
Skills:
Bloomberg, Morningstar, Excel, Microsoft Office, Word, PowerPoint, Outlook, Proprietary Software,...
Languages:
English, Spanish
Investment Analyst at O'Neill Student Investment F..

Alan Lordi Denver, CO

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerVice PresidentChairpersonChief ExecutiveSchool PrincipalSchool AdministratorEducational ManagerPartnerFinancial ManagerCorporate ExecutiveOperations ManagerEconomistAgentSales AgentSales RepresentativeInvestorMaster of Business AdministrationBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President at Aequitas Capital Management
Location:
Greater Denver Area
Industry:
Investment Management
Work history:
Aequitas Capital Management - Lake Oswego, ORVice Presidentsince Apr 2013Financial Tapestry LLC - Greater Denver AreaPresidentJan 2001 - Dec 2012
Skills:
Asset Allocation, Portfolio Management, Alternative Investment Strategies, Investment Strategies,...

Greg Nowicki Norfolk, VA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerSecurity ManagerOperations ManagerFinancial ManagerSecurityComputer SpecialistComputers SpecialistComputational ScientistInformation Technology SpecialistComputer ScientistsIT SpecialistAtmospheric ScientistIT ScientistMeteorologistBachelor of Science

Experience & Education

Position:
Cyber Security Manager at Jefferson Lab
Location:
Norfolk, Virginia Area
Industry:
Research
Work history:
Jefferson Lab - Newport News, VA 23606Cyber Security Managersince Sep 2012Jefferson Lab - Newport News, VACyber Security AnalystJan 2005 - Sep 2012


Investment Analysts near West Linn, OR0167334501668835PortlandBeavertonVancouverHappy ValleyTualatinSherwoodBeavercreek



Investment Analysts around West Linn, OR

Beavercreek  (1)
Beaverton  (47)
Happy Valley  (6)
Portland  (833)
Sherwood  (3)
Tualatin  (3)
Vancouver  (41)

Investment Analysts in Oregon

Sub-specializations