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Portfolio Managers in Ann Arbor, MI

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50 results found

John Turner Detroit, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerComputer Security SpecialistInformation Technology SpecialistComputer Network ProfessionalSecurity and Investigations ProfessionalIT SecurityIT SpecialistNetwork AdministratorAuthorSecurityContractorManagerOperations ManagerFinancial ManagerCustomer ServiceClient Service OfficerIndependent Business OwnersComputer Software ProfessionalComputer Systems AdministratorSoftware EngineerSoftware DevelopersSoftware DeveloperCounselorAdvisorTechnical Support SpecialistsMarketing ManagerControllerAccounting BookkeeperBookkeeperInternet Marketing ManagerWeb MarketerAutomotive Professional

Experience & Education

Position:
Security Engineer at Ford Motor Company
Title:
John Turner is an experienced InfoSec professional, CISSP and published author
Location:
Greater Detroit Area
Industry:
Information Technology and Services
Work history:
Ford Motor Company - Dearborn, MISecurity Engineersince Sep 2012Ford Motor Company - Dearborn, MIInfrastructure ArchitectJan 2005 - Aug 2012
Skills:
Identity Management, Infrastructure Security, Information Assurance, Infrastructure Planning,...
Certifications:
Certified Information Systems Security Professional (CISSP), International Information Systems Security Certification Consortium, Inc., (ISC)²

Joel Gechter Ann Arbor, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentFinancial ManagerChief ExecutiveCounselorAdvisorManagerOperations ManagerAnalystsTeam MemberMaster of Business AdministrationFinance and Accounting SpecialistAccount ManagerAccounting BookkeeperBookkeeperCertified Medical AssistantMedical AssistantHealthcare SupportComputer Software ProfessionalSoftware DevelopersResearch AssistantResearcherSurvey Researcher

Experience & Education

Position:
Vice President, Portfolio Manager at Comerica - Wealth & Institutional Management
Title:
High Net Worth Portfolio Manager
Location:
Ann Arbor, Michigan
Industry:
Investment Management
Work history:
Comerica - Wealth & Institutional Management - Ann Arbor and Farmington, MichiganVice President, Portfolio Managersince Jan 2007Hilco Valuation Consultant2003 - 2007

Evan Leroy Detroit, MI

Professions & Specialties

Portfolio ManagerBankerInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsModelFinancial ManagerTeam MemberManagersChief ExecutiveMarketing ManagerBachelor of ArtsMaster of SciencePsychologistAccounting BookkeeperBookkeeperWeb MarketerPsychology Specialist

Experience & Education

Position:
Portfolio Manager Analyst at United Bank & Trust
Title:
Portfolio Manager and CFA Candidate at United Bank & Trust
Location:
Greater Detroit Area
Industry:
Investment Management
Work history:
United Bank & Trust - Ann Arbor, MIPortfolio Manager Analystsince Feb 2012Fifth Third Bank - Ann Arbor, MICertified Preferred BankerSep 2009 - Dec 2011
Skills:
Series 7, Series 66, Series 31, Investment Management, Performance Attribution, Financial Planning, ...

Adam Blocki Ann Arbor, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSecurityApprenticeIllustratorGraphic Design SpecialistGraphic DesignerAcrobatFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerStudent WorkerAutomotive Professional

Experience & Education

Position:
Portfolio Manager at Caitlin John Private Wealth Management
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
Caitlin John Private Wealth Management - Brighton, MIPortfolio Managersince Mar 2011Dürr Systems, Mexico Accounting InternMay 2008 - Aug 2008
Skills:
Microsoft Excel, Cash Flow, Account Reconciliation, Microsoft Office, Microsoft Word, Financial...
Languages:
Spanish

April Roberts Ann Arbor, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerApprenticeChief Information OfficerTechnology DirectorTechnology ManagerTechnical ManagersFinancial ManagerModelFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent Worker

Experience & Education

Title:
Student at University of Michigan Ross School of Business
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
ZIEGLER LOTSOFF CAPITAL MANAGEMENT Finance InternMay 2012 - Aug 2012ZIEGLER LOTSOFF CAPITAL MANAGEMENT Finance InternMay 2011 - Aug 2011
Skills:
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Advertising, Facebook, ...
Languages:
Spanish

Marcel Neff Ann Arbor, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial ManagerOperations ManagerBachelor of ScienceLoan Accountant

Experience & Education

Work

Company:
Capitol bancorp, ltd
Loan review officer (credit risk management)
Company:
Fifth third bank - Southfield, MI
Portfolio manager

Anthony Toth Detroit, MI

Professions & Specialties

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

Experience & Education

Position:
Commercial Portfolio Manager at McKinley Inc.
Location:
Greater Detroit Area
Industry:
Higher Education
Work history:
McKinley Inc. - Ann Arbor, MICommercial Portfolio Managersince Jan 2013McKinley Inc - Ann Arbor, MIAsset Resolution SpecialistJun 2011 - Dec 2012
Skills:
Sports Management, Sports, Baseball, Residential, Property Management, Sports Marketing, Athletes,...

Elias Shakour Ann Arbor, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerResearch ScientistDevelopment DirectorManagerHR ManagerOperations ManagerFinancial ManagerMarket AnalystMarket Research AnalystResearch SpecialistChief ExecutiveProcess EngineerIndustrial Engineer

Experience & Education

Position:
Research Scientist, Lightweight Materials at Center for Automotive Research, Technology Development ...
Title:
Research Scientist, Lightweight Materials at Center for Automotive Research
Location:
Ann Arbor, Michigan
Industry:
Market Research
Work history:
Center for Automotive Research - Ann Arbor, MIResearch Scientist, Lightweight Materialssince May 2013Michigan Economic Development Corporation Technology Development Managersince Nov 2011

Denise Graves Detroit, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerDirectorOperations ManagerFinancial ManagerLand Acquisition ManagerBusiness Development ManagerSales ManagerSales DirectorProgram DirectorMarketing ManagerVice PresidentChief ExecutiveAcquisitions ManagerPurchasing ManagersCustomer ServiceClient Service OfficerSEO SpecialistWeb MarketerBachelor of ScienceOrganization ManagementComputer Software ProfessionalInformation Technology SpecialistSoftware DevelopersIT SpecialistProperty ManagerReal Estate Manager

Experience & Education

Position:
University Relations Director at Michigan Economic Development Corporation, Portfolio Manager at...
Title:
University Relations Director at Michigan Economic Development Corporation
Location:
Greater Detroit Area
Industry:
Investment Management
Work history:
Michigan Economic Development Corporation - Lansing, Michigan AreaUniversity Relations Directorsince Jul 2013Michigan Economic Development Corporation - Lansing, Michigan AreaPortfolio Managersince Oct 2011
Skills:
Business Development, Marketing Strategy, Strategic Partnerships, Strategic Planning, New Business...

Dave Barsan Detroit, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerManagement ConsultantPlannerManagement AnalystAnalystsCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAgentSales RepresentativeFinancial Manager

Experience & Education

Position:
Wealth Management Consultant at Michael J Penn, CPA
Title:
Wealth Management
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Michael J Penn, CPA - Dearborn, MIWealth Management Consultantsince May 2010B/D Ops - Ann Arbor, MICase PlannerSep 2005 - Apr 2010
Skills:
Creative Solutions Accounting Software, Estate Planning, Estate Tax Planning, Financial Advisory,...

Allen Mitchell Ann Arbor, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Portfolio Manager at Michigan Business Connection
Title:
Portfolio Manager at Michigan Business Connection, LC
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
Michigan Business Connection - Ann Arbor, MIPortfolio Managersince Jun 2010Michigan Business Connection - Ann Arbor, MILoan ServicingMar 2007 - May 2010
Skills:
Loans

Alex Wancier Ann Arbor, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerVice PresidentFinancial ManagerChief ExecutiveReal Estate Investment InsiderTechnology ManagerTechnical ManagersInvestorMaster of Business AdministrationReporterCategory AnalystSales Management AnalystSales Engineering SpecialistSales Engineer

Experience & Education

Position:
Commercial Portfolio Manager at McKinley, Inc.
Location:
Ann Arbor, Michigan
Industry:
Real Estate
Work history:
McKinley, Inc. - Ann Arbor, MichiganCommercial Portfolio Managersince Jan 2012Friedman Real Estate Group - Farmington Hills, MichiganVice President - Investment & Loan SalesJun 2009 - Jan 2012
Skills:
New Business Development, Asset Managment, Strategic Planning, Financial Analysis, CRM, Commercial...

Karen Chapell Detroit, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerManaging PartnerVice PresidentPartnerChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Managing Partner at Retirement Income Solutions
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Retirement Income Solutions Managing Partnersince Jul 2012Retirement Income Solutions, Inc. - Ann Arbor, MIVice President and Portfolio ManagerJan 2007 - Jul 2012

Randy Strawsine Detroit, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSupervisorManagersInformation Technology SpecialistIT SpecialistFinancial ManagerTeam MemberSoftware DevelopersAutomotive ProfessionalHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Marketing & Sales Application Development Supervisor at Ford Motor Company
Location:
Greater Detroit Area
Industry:
Information Technology and Services
Work history:
Ford Motor Company - Dearborn, MIMarketing & Sales Application Development Supervisorsince Mar 2009Ford Motor Company Senior Portfolio ManagerJan 2004 - Mar 2009

Zachary Metler Ann Arbor, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAnalystApprenticeAnalystsMaster of Business AdministrationFinancial ManagerStudent Worker

Experience & Education

Work

Company:
Mckinley - Ann Arbor, MI
Commercial portfolio manager
Company:
Elmdale partners, llc - Chicago, IL
Analyst (intern)

Greg Stockton Detroit, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerInformation Technology SpecialistIT SpecialistProject ManagerFinancial ManagerProject ManagersComputer ScientistsAdvisorAutomotive Professional

Experience & Education

Position:
IT Portfolio Manager at Ford Motor Company
Location:
Greater Detroit Area
Industry:
Information Technology and Services
Work history:
Ford Motor Company IT Portfolio Managersince Jun 2007Ford Motor Company Sr. Project ManagerJul 2001 - Jul 2007

Robert Gardner Ann Arbor, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerLoan OfficersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Senior Portfolio Manager at KeyBank
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
KeyBank Senior Portfolio Managersince Apr 2011Northern Trust Portfolio ManagerSep 2007 - Apr 2011

Nicole Mccoubrey Detroit, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Portfolio Manager at Michigan Business Connection
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Michigan Business Connection - Ann Arbor, MIPortfolio Managersince Apr 2011

Jennifer Logan Ann Arbor, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerEscrow OfficerTitle ExaminerFinancial Manager

Experience & Education

Position:
Commercial Portfolio Manager at McKinley
Location:
Ann Arbor, Michigan
Industry:
Real Estate
Work history:
McKinley Commercial Portfolio Managersince Dec 2011First American Title Insurance Co - National Commercial Services National Escrow OfficerAug 2005 - Dec 2011

Jenny J Ann Arbor, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSenior ManagerFinancial ManagerOperations ManagerControllerProject ManagersEstimatorSoftware Developers

Experience & Education

Work

Company:
Cms energy
Portfolio manager
Company:
Harman international - Farmington Hills, MI
Senior manager, finance and controlling, global engineering controller

Mark Mueting Detroit, MI

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President at Merrill Lynch
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Merrill Lynch - Ann Arbor, MISenior Vice Presidentsince Jul 1989

Ronald Emrick Ann Arbor, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentFinancial ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
First Vice President - Investment Officer PIM Portfolio Manager at Wells Fargo Advisors, LLC
Title:
First Vice Ppresident.-Investment Officer PIM Portfolio Manager Wells Fargo Advisors, LLC
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Ann Arbor, MichiganFirst Vice President - Investment Officer PIM Portfolio Managersince Mar 1990

Andrew Gilroy Ann Arbor, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSupporting MemberTeam MemberFinancial ManagerAnalystAnalystsDepartment SupervisorManagerOperations Manager

Experience & Education

Work

Company:
Dte energy services
Portfolio manager
Company:
Dte energy services
Senior finance associate

Kevin Woodard Detroit, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerDirectorOperations ManagerMarketing ManagerAdvertising ProfessionalSEO SpecialistAdvertising Sales AgentWeb MarketerTeam LeaderVice PresidentFinancial ManagerChief ExecutiveMarketing ProfessionalMarketing InternMarket Research AnalystInternet Marketing ManagerPlannerApprenticeSpeakerSpokespersonRepresentativeSoftware EngineerComputer Software ProfessionalSoftware DevelopersQuality EngineerCompliance EngineerMaster of Business AdministrationStudent Worker

Experience & Education

Position:
Director of Digital Strategy at re:group
Location:
Greater Detroit Area
Industry:
Marketing and Advertising
Work history:
Re:group - Ann Arbor, MIDirector of Digital Strategysince Jun 2012S.O. Director, Digital MediaFeb 2012 - May 2012
Skills:
Thought Leadership, Product Management, International Marketing, Financial Analysis, Internal...
Certifications:
Google AdWords Certified Professional, Google

Gary Heitman Detroit, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCounselorIndependent ContractorAdvisorContractorIndependent Business OwnersOrganization ManagementManagersDirector of Business DevelopmentManagerDirector of OperationsChief ExecutiveBusiness Development ManagerOperations ManagerFinancial ManagerIT AnalystInformation Systems AnalystAccount Service ManagerClient Service OfficerOncologistPsychologistMedical Practice ProfessionalMedical PractitionerBachelor of ArtsAssociate of ScienceMathematicsMathematicianAutomotive SpecialistAutomotive ProfessionalCustomer ServicePsychology Specialist

Experience & Education

Position:
Business Liaison at Workforce Intelligence Network, Consultant and Business Liaison at Self-employed
Title:
Business Liaison at Workforce Intelligence Network
Location:
Greater Detroit Area
Industry:
Management Consulting
Work history:
Workforce Intelligence Network - Greater Detroit AreaBusiness Liaisonsince Jul 2013Self-employed - Plymouth, MIConsultant and Business Liaisonsince Jun 2013

Nick Northington Ann Arbor, MI

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerSenior AssociateResearch AnalystResearch ScientistResearch AssistantResearcherSurvey ResearcherManagerOperations ManagerSupporting MemberInvestorTeam MemberHostLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial ManagerAnalystsAutomotive ProfessionalAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Associate - Pension Asset Management at Ford Motor Company
Title:
Senior Associate in Treasury at Ford Motor Company
Location:
Ann Arbor, Michigan
Industry:
Automotive
Work history:
Ford Motor Company - Dearborn, MISenior Associate - Pension Asset Managementsince Jul 2012J.P. Morgan - New York, New YorkAssociate, High Grade and High Yield Credit ResearchJun 2009 - Jun 2012
Conducted portfolio manager due diligence and attribution/re..

Michael Psarouthakis Ann Arbor, MI

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerPartnerChief Executive OfficerFounderChief ExecutiveCorporate ExecutiveFounding MemberAuthorSales PersonSales RepresentativeOperations ManagerFinancial ManagerFinancial OfficerBachelor of ScienceOrganization ManagementHospital Care ProfessionalHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Partner & Managing Director at Stony Creek Ventures LLC, Founder at Extraordinary Things LLC
Title:
Partner at Stony Creek Ventures
Location:
Ann Arbor, Michigan
Industry:
Venture Capital & Private Equity
Work history:
Stony Creek Ventures LLC - Ann Arbor, MichiganPartner & Managing Directorsince Aug 2012Extraordinary Things LLC Foundersince Jan 1998
Senior Portfolio Manager at Michigan Economic Development..

Alyssa Porritt Ann Arbor, MI

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerProgram AssistantAdministrative Medical AssistantMedical Support AssistantHealth Support WorkerHealthcare SupportPhilanthropeNon-ProfitStudent WorkerBartenderButlerCounselorOrganization ManagementPersonal Care AideAdvisorVice PresidentChief Administrative OfficerChief ExecutiveFinancial ManagerOperations ManagerRecruitmentTennis CoachSports Game CoachFood Server

Experience & Education

Position:
Program Assistant, School of Education and Social Policy at Northwestern University
Title:
Program Assistant at Northwestern University
Location:
Ann Arbor, Michigan
Industry:
Fund-Raising
Work history:
Northwestern University Program Assistant, School of Education and Social Policysince Jun 2013University of Michigan - Ann ArborStudent Ambassador for Forever Go BlueJan 2013 - May 2013
Skills:
Writing, Serving, Editing, Tennis, Fundraising, Barista, English Literature, Workshop Facilitation, ...
Languages:
Spanish

Jake Levey Ann Arbor, MI

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerBachelor of Business AdministrationApprenticeCo-FounderChairpersonFounderFounding MemberChief ExecutiveRecruitmentHuman Resources SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent WorkerAnalystsOperations ManagerFinancial ManagerPartner

Experience & Education

Position:
Finance Intern at American Express, Co-Founder and Chair of Recruitment and Membership at Music...
Title:
BBA, Stephen M. Ross School of Business
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
American Express Finance Internsince Jun 2013Music Matters - Ann Arbor, MichiganCo-Founder and Chair of Recruitment and Membershipsince Feb 2011
and portfolio manager meetings

Christopher Prisby Ann Arbor, MI

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerTraderCapital Markets ProfessionalChief Executive OfficerGroup ManagerCorporate ExecutiveChief ExecutiveManagerFinancial ManagerOperations ManagerCredit AnalystFinance and Accounting SpecialistLoan AccountantAccounting BookkeeperBookkeeperApprenticeBusiness AdministratorBachelor of ScienceConsumer Goods ProfessionalAccount Service ManagerClient Service OfficerCommodities ClerkInformation Technology SpecialistIT SpecialistCustomer ServiceStudent Worker

Experience & Education

Position:
Managing Director at J.P. Morgan Private Bank
Title:
Managing Director at J.P. Morgan
Location:
Ann Arbor, Michigan
Industry:
Investment Management
Work history:
J.P. Morgan Private Bank - Ann ArborManaging Directorsince Dec 2004Fifth Third Bank - Toledo, Ohio AreaPrivate Client Group ManagerNov 2002 - Nov 2004
Skills:
Investment Management, Financial Advisory, Credit Analysis, Investments, Banking, Estate Planning,...
Senior Portfolio Manager at Fifth Third Bank

Matt Chrome Ann Arbor, MI

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerLoan OfficersVice PresidentChief ExecutiveSchool PrincipalSchool AdministratorEducational ManagerFinancial ManagerAccounting ProfessorBusiness TeacherRepresentativeResearch AssistantResearcherSurvey ResearcherBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHospital Care ProfessionalHealth ProfessionalHealth Practitioner

Experience & Education

Position:
VP - Special Assets Group at United Bank & Trust
Location:
Ann Arbor, Michigan
Industry:
Banking
Work history:
United Bank & Trust - Ann Arbor, MichiganVP - Special Assets Groupsince Apr 2011Citizens Bank - Flint - Jackson, Michigan AreaVice President - Special Loans Officer2007 - 2011
Portfolio Manager at Republic Bank

Aaron Tanner Detroit, MI

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerClient ManagerClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerDirector of OperationsCustomer ServiceFinancial ManagerTeam Member

Experience & Education

Position:
Client Services Manager at Retirement Income Solutions, Inc.
Title:
Client Services Manager at Retirement Income Solutions
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Retirement Income Solutions, Inc. - Ann Arbor, MIClient Services Managersince Jun 2005Pattern Recognition Management - Ann Arbor, MISenior Operations ManagerJun 2005 - Dec 2009
Portfolio Manager at Retirement Income Solutions

Melinda Clemons Detroit, MI

Professions & Specialties

Commercial LenderLoan OfficersPortfolio ManagerInvestment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerMaster of Business AdministrationBachelors DegreeFinance and Accounting SpecialistLoan AccountantAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Commercial Lender at Urban Partnership Bank
Location:
Greater Detroit Area
Industry:
Banking
Work history:
Urban Partnership Bank Commercial Lendersince 2008JPMorgan Chase - Detroit, MICommercial Real Estate Lender2005 - 2008

Brock Hastie Detroit, MI

Professions & Specialties

Puchasing and Estimating ManagerManaging PartnerBoard MemberPartnerChief ExecutiveManagement Team ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerFinancial Officer

Experience & Education

Position:
Trustee at City of Ann Arbor Employees' Retirement System, Board Member at Habitat For Humanity of...
Title:
Managing Partner at Retirement Income Solutions
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
City of Ann Arbor Employees' Retirement System Trusteesince Sep 2010Habitat For Humanity of Huron Valley Board Membersince Mar 2009
Vice President and Portfolio Manager at Retirement Income Solutions

Michael Therman Ann Arbor, MI

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerCounselorAdvisorSales RepresentativeSales AgentInformation Technology SpecialistIT SpecialistAutomotive SpecialistAutomotive ProfessionalLicensed Real Estate BrokerReal Estate ManagerReal Estate Sales AgentFinancial ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Specialty Sales Representative at Thomson Reuters
Title:
Tax & Accounting Software Consultant at Thomson Reuters
Location:
Ann Arbor, Michigan
Industry:
Information Technology and Services
Work history:
Thomson Reuters Specialty Sales Representativesince Aug 2011Quicken Loans - Detroit, MIMortgage BankerSep 2010 - Aug 2011

Matthew Vlahovich Ann Arbor, MI

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerMaster of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSummer AssociateParalegalSupporting MemberTeam MemberFinancial Manager

Experience & Education

Position:
MBA Candidate at Stephen M. Ross School of Business
Title:
MBA Candidate at University of Michigan Ross School of Business
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
Stephen M. Ross School of Business - Ann Arbor, MIMBA Candidatesince Sep 2011RBC Capital Markets Global Investment Banking Summer Associate2012 - 2012
Senior Associate Portfolio Manager at AllianceBernstein

Richard Rush Ann Arbor, MI

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerAssociate ProfessorLecturerPostsecondary TeacherSenior ManagerOperations ManagerSchool PrincipalSchool AdministratorEducational ManagerFinancial ManagerChief ExecutiveCorporate ExecutiveMathematicsMathematician

Experience & Education

Work

Company:
Wayne state university
Adjunct professor
Company:
Captrust advisors
Senior manager institutional research

Alexander Schapira Ann Arbor, MI

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerAnalystAnalystsAssistant ManagerManagersDirectorFinancial ManagerOperations ManagerBachelor of Business Administration

Experience & Education

Work

Company:
Ross energy club
Company:
Environmental defense fund - Boston, MA
Analyst

Chen Shao Chicago, IL

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerDoctor of PhilosophyDoctor of MedicineResearch AssistantResearcherSurvey ResearcherFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystApprenticeAnalystsCertified Nurse AideStudent WorkerNurseNurse PractitionerMatlab DeveloperSoftware DeveloperSoftware DevelopersFinancial Manager

Experience & Education

Position:
Graduate Student Research Assistant at University of Michigan
Title:
PhD candidate on job market
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
University of Michigan - Ann Arbor, MIGraduate Student Research Assistantsince Sep 2009Razor Hedge Investment Management, LLC - Greater Chicago AreaQuantitative Analyst (Intern)Aug 2011 - Sep 2012
Languages:
English, Chinese

James Beam Philadelphia, PA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinancial ManagerMarketing ManagerProduct SpecialistOperations ManagerBachelor of ScienceBusiness AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHospital Care ProfessionalHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Vice President (VP) - Portfolio Manager at PNC Wealth Management, Finance Committee at SARC
Title:
Vice President, Portfolio Manager & Sr. Investment Product Specialist at PNC Wealth Management
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
PNC Wealth Management Vice President (VP) - Portfolio Managersince May 2006SARC - Ann Arbor, MIFinance Committeesince Apr 2006

Krishna Yendluri Gaithersburg, MD

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial ManagerCounselorAdvisorOperations ManagerBusiness Consultant

Experience & Education

Work

Company:
Discovery communications inc
Senior project portfolio manager - global it business strategy & operations
Company:
Experis
Program managing consultant

J Regalado New York, NY

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerNon-ProfitFinance and Accounting SpecialistAccounting BookkeeperBookkeeperApprenticeBusiness AdministratorAnalystsUnderwriterProperty ManagerLicensed Real Estate BrokerReal Estate ManagerReal Estate Sales AgentManagerFinancial ManagerGeneral and Operations ManagerDirector of OperationsOperations ManagerBachelor of Business AdministrationStudent Worker

Experience & Education

Position:
Social Investment Council at Echoing Green, Electronic Trading - Product Management & Business...
Title:
Electronic Trading at Barclays Capital
Location:
New York, New York
Industry:
Financial Services
Work history:
Echoing Green - New YorkSocial Investment Councilsince Feb 2013Barclays - New York, NYElectronic Trading - Product Management & Business Developmentsince May 2011
Leadership Board & Basic Materials Portfolio Manager at Maize & Blue Fund

Matthew Forsythe Minneapolis, MN

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSEO SpecialistWeb MarketerManagerBoard MemberMarketing ManagerOperations ManagerManagement Team ExecutiveFinancial ManagerManagement ConsultantApprenticeBusiness AnalystManagement AnalystAnalystsAnalystMaster of Business AdministrationMaster of ScienceBachelor of ScienceSystems AnalystIT AnalystServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeStudent Worker

Experience & Education

Position:
Manager - Ecommerce Search, Navigation, and Personalization at Target, External Advisory Board...
Title:
Leading E-commerce Site Search, Navigation, SEO, & E-mail Marketing for Fortune 40 company
Location:
Greater Minneapolis-St. Paul Area
Industry:
Internet
Work history:
Target - Greater Minneapolis-St. Paul AreaManager - Ecommerce Search, Navigation, and Personalizationsince Dec 2012University of Michigan School of Information - Ann Arbor, MIExternal Advisory Board Membersince Sep 2012
Skills:
Coaching, Leadership Development, Strategic Planning, Product Development, Product Management,...

Robert Fitzpatrick New York, NY

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerSupporting MemberTeam MemberAnalystAnalystsFinancial Manager

Experience & Education

Position:
Investment Associate at Bridgewater Associates, Summer Investment Associate at Bridgewater...
Title:
Summer Investment Associate at Bridgewater Associates
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Bridgewater Associates Investment Associatesince Sep 2013Bridgewater Associates Summer Investment Associatesince Apr 2013
Certifications:
Bloomberg Essentials, Bloomberg
Portfolio Manager

Rohan Joshi New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerAnalystAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperResearch AssistantResearcherSurvey ResearcherMaster of Business AdministrationFinancial ManagerMathematicianStudent WorkerSoftware DevelopersSoftware Developer

Experience & Education

Title:
Student at the University of Michigan
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
DeltaBlaze - Fairfield, NJSummer AnalystJun 2013 - Aug 2013Columbia Business School - Greater New York City AreaResearch AssistantMay 2013 - Jun 2013
Languages:
English, French

Jack Dinno Raleigh, NC

Professions & Specialties

Portfolio ManagerLoan OfficerInvestment AnalystPuchasing and Estimating ManagerLoan OfficersRelationship ManagerAccount Service ManagerClient Service OfficerVice PresidentChief ExecutiveFinancial ManagerBuilderConstruction SpecialistConstruction LaborerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer Service

Experience & Education

Position:
Commercial Relationship Manager - Vice President at Capital Bank (Capital Bank Financial Corp.)
Title:
Commercial Relationship Manager at Capital Bank
Location:
Raleigh, North Carolina
Industry:
Financial Services
Work history:
Capital Bank (Capital Bank Financial Corp.) - Raleigh-Durham Area, North CarolinaCommercial Relationship Manager - Vice Presidentsince Mar 2013Stock Loan Services, LLC Senior Loan OfficerOct 2007 - Dec 2012

Ivan Burov New York, NY

Professions & Specialties

Puchasing and Estimating ManagerSenior AssociateFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of Business AdministrationSupporting MemberTeam MemberBachelor of ScienceAdvisorAnalystsStudent WorkerFinancial Manager

Experience & Education

Position:
Senior Associate - Advisory, Financial Services at PwC
Location:
New York, New York
Industry:
Financial Services
Work history:
PwC - Greater Chicago AreaSenior Associate - Advisory, Financial Servicessince 2011University of Michigan, Ross School of Business - Ann Arbor, MIMBA Student, Class 2011Aug 2009 - May 2011
Skills:
Management Consulting, Financial Advisory, Investments, Risk Management, Valuation, Financial...
Languages:
English, Russian, Spanish, French
Portfolio Manager at Citi Group

John Blossey Saginaw, MI

Professions & Specialties

Loan OfficerLoan OfficersInvestment AnalystPuchasing and Estimating ManagerRelationship ManagerAccount Service ManagerClient Service OfficerCertified Nurse AideNurseNurse PractitionerVice PresidentChief ExecutiveCustomer ServiceFinancial ManagerLoan AccountantAccounting BookkeeperBookkeeper

Experience & Education

Position:
Business Banking Relationship Manager at Fifth Third Bank
Location:
Saginaw, Michigan
Industry:
Banking
Work history:
Fifth Third Bank - Great Lakes Bay Region of Michigan (Saginaw, Bay City, Midland, & Mt. Pleasant)Business Banking Relationship Managersince Jul 2013Community State Bank - Saginaw, MichiganVice President, Commercial Loan OfficerApr 2012 - Jul 2013
Portfolio Manager at Michigan Commerce Bank

Raj Lall West Palm Beach, FL

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerVice PresidentChief ExecutiveSchool PrincipalSchool AdministratorEducational ManagerFinancial ManagerOperations ManagerMaster of Business AdministrationTeam Member

Experience & Education

Work

Company:
Bluesource energy llc - Palm Beach Gardens, FL
Vice president
Company:
Karali capital llc - New York, NY
Principal

Kelly Sueoka Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerIndependent ConsultantAnalystCounselorAdvisorAnalystsManagerOperations ManagerFinancial ManagerChief ExecutiveFlight Test EngineerAerospace EngineerMaster of Business AdministrationBachelor of ScienceSchool AdministratorEducational Manager

Experience & Education

Work

Company:
Start-up fund just value capital llc - Los Angeles, CA
Independent consultant
Company:
Causeway capital management - Los Angeles, CA
Co-portfolio manager/equity analyst


Portfolio Managers near Ann Arbor, MI0149298447596745DetroitDearbornSouthfieldFarmingtonNoviLivoniaPlymouthNorthvilleWestlandHowell



Portfolio Managers around Ann Arbor, MI

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Portfolio Managers in Michigan

Sub-specializations

Portfolio Manager  (50)