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Portfolio Managers in Bend, OR

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10 results found

Ryan Mchugh Bend, OR

Professions & Specialties

Financial ConsultantPortfolio ManagerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Financial Advisor, Portfolio Manager - Portfolio Management Program at UBS Financial Services, Inc
Title:
Financial Advisor, Portfolio Manager at UBS Financial Services, Inc
Location:
Bend, Oregon
Industry:
Financial Services
Work history:
UBS Financial Services, Inc - Bend, OregonFinancial Advisor, Portfolio Manager - Portfolio Management Programsince 2010

Carole Martinson Bend, OR

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerOffice AdministratorOperations ManagerFinancial Manager

Experience & Education

Work

Company:
Edward jones
On-call branch office administrator
Company:
First horizon - Lake Oswego, OR
Portfolio manager

Skills

10-key by touch; Microsoft Word, Excel, Outlook, Powerpoint; Moody's Financial Analysis; Buker's...

Randen Traughber Bend, OR

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerAdvisorSchool PrincipalSchool AdministratorEducational ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAgentSales RepresentativeManagersSports TrainerSki CoachSports TrainersSports Game CoachBicyclistSurferRacerAthletesPsychologistMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBusiness Development ManagerOperations ManagerFounding MemberChief ExecutiveFinancial ManagerPsychology Specialist

Experience & Education

Position:
Wealth Advisor at Morgan Stanley Wealth Management
Title:
Morgan Stanley Financial Advisor
Location:
Bend, Oregon
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management - Bend Oregon, United StatesWealth Advisorsince Feb 20124Front Financial - Portland, Oregon Area, United StatesPrincipalOct 2011 - Nov 2012
..of commercial loans and private money portfolio manager

Jesse Felder Bend, OR

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentInvestorCounselorAdvisorFounderCo-FounderVice PresidentFounding MemberChief ExecutiveCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Founder at Felder & Company, LLC
Title:
Independent Investor and Adviser
Location:
Bend, Oregon
Industry:
Financial Services
Work history:
Felder & Company, LLC - Bend, OregonFoundersince Mar 2000Aletheia Research & Management, Inc. - Santa Monica, CACo-Founder, Vice President & Head TraderNov 1997 - Mar 2000
Assistant Portfolio Manager at Bear

Denni O'donnell Bend, OR

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerDirectorOperations ManagerIndependent ConsultantCounselorAdvisorHospital Care ProfessionalHealth ProfessionalHealth PractitionerChief ExecutiveFinancial ManagerProject ManagersSenior Manager

Experience & Education

Position:
Director Quality Data Integrity at St. Charles Health System, Independent Consultant at Mosaic Medical
Title:
Director Quality Data Integrity at St. Charles Health System
Location:
Bend, Oregon
Industry:
Hospital & Health Care
Work history:
St. Charles Health System - Bend, ORDirector Quality Data Integritysince Jan 2013Mosaic Medical - Bend, ORIndependent Consultantsince Sep 2012
Skills:
IHI/KP Performance Improvement Institute, Lean Six Sigma green belt, IT:Business Communications...
Program/Portfolio Manager at Inovalon/MedAssurant

Kristy Krugh Bend, OR

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerChief Executive OfficerCorporate ExecutiveChief ExecutiveOperations ManagerOrganization ManagementFinancial ManagerCoordinatorAdministrative CoordinatorAdministrative AssociateNon-ProfitManagersClerical SpecialistAdministrative ClerkSwim InstructorDiving CoachSports Game Coach

Experience & Education

Position:
Executive Director at Ronald McDonald House Charities of Central Oregon
Location:
Bend, Oregon
Industry:
Nonprofit Organization Management
Work history:
Ronald McDonald House Charities of Central Oregon - Bend, OregonExecutive Directorsince Jul 2011Mosaic Medical - Central OregonResource DevelopmentJul 2009 - Jul 2012
Volunteer Portfolio Manager at Citizen Schools

Paul Barron Bend, OR

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerDevelopment DirectorHR ManagerMarketing ManagerChief Brand OfficerProduction ManagerFinancial ManagerChief ExecutiveMarketing Administrator

Experience & Education

Work

Company:
American licorice company
Senior marketing development manager
Company:
American licorice company - Bend, OR

Nate Moon Fresno, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerManagerFinancial ManagerOperations Manager

Experience & Education

Position:
Product Portfolio Manager at Suterra LLC
Location:
Fresno, California Area
Industry:
Farming
Work history:
Suterra LLC - Bend, ORProduct Portfolio Managersince Sep 2012POM Wonderful Produce Planning ManagerAug 2007 - Sep 2012

Paul Barron Eugene, OR

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentDevelopment DirectorProduce ManagerHR ManagerProduction ManagerMarketing ManagerFinancial ManagerMarketing AdministratorMarket Research AnalystModeratorAdvisorBachelor of Business AdministrationConsumer Goods ProfessionalCommodities Clerk

Experience & Education

Position:
Senior Marketing Development Manager at American Licorice Company
Location:
Eugene, Oregon Area
Industry:
Food Production
Work history:
American Licorice Company - Bend, ORSenior Marketing Development Managersince Aug 2012American Licorice Company - La Porte, IN and Bend, ORNew Product Development ManagerMar 2010 - Aug 2012
Skills:
Product Development, Strategic Planning, Data Analysis, Consumer Products, Cross-functional Team...
Languages:
German

Melissa Hanes San Diego, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerCoordinatorManagersMarketing AdministratorAdvertising ProfessionalAdvertising Sales AgentMarketing ManagerBusiness AdministratorLeaderProject ManagersFinancial ManagerOperations ManagerCaptainLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Brokerage/Marketing Coordinator at Cushman & Wakefield
Location:
San Diego, California
Industry:
Marketing and Advertising
Work history:
Cushman & Wakefield - San Diego, CABrokerage/Marketing Coordinatorsince Jan 2013Marcus & Millichap - San Diego, CAMarketing CoordinatorSep 2011 - Jan 2013
Leasing/Marketing Portfolio Manager at Colm Commercial





Sub-specializations

Portfolio Manager  (10)