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Portfolio Managers in Berkeley, CA

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21 results found

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,...

Wing Ng San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerAnalystVolunteerAnalystsNon-ProfitAuditorArticled ClerkLawyersInformation Technology SpecialistIT SpecialistFinancial ManagerBookkeeperOperations ManagerServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Commercial Buildings Benchmarking at Alameda County Department of Education, Energy Analyst /...
Title:
Commercial Buildings Benchmarking at Alameda County Department of Education
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
Alameda County Department of Education Commercial Buildings Benchmarkingsince Jul 2011Laney College, Oakland CA USA - Oakland, CAEnergy Analyst / Energy Auditor / Video-Shooting Proctor (Volunteer)since Aug 2010

Rachel Dugas San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerMarketing ManagerFinancial ManagerMarketing AdministratorAdvertising ProfessionalAdvertising Sales AgentAdministrative AssociateAdministrative ClerkClerical SpecialistLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBroadcast Media ProfessionalMedia ProfessionalResearcherSurvey Researcher

Experience & Education

Position:
Trading Assistant and Administrative Assistant at V. H. King Associates
Title:
Integrated Marketing Manager
Location:
San Francisco Bay Area
Industry:
Marketing and Advertising
Work history:
V. H. King Associates - Berkeley, CATrading Assistant and Administrative Assistantsince Jun 2013Kidder Mathews - San Francisco Bay AreaAdministrative AssistantAug 2012 - Jun 2013
Languages:
French

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

Philip Witt San Francisco, CA

Professions & Specialties

Portfolio ManagerEquity TraderDay TraderInvestment AnalystPuchasing and Estimating ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinancial ManagerOperations ManagerModelEquipment Tools Purchasing AgentBuyerSenior Customer Service RepresentativeClient Service OfficerDepartment Store SalespersonRetail ProfessionalRetail SalespersonBuyer and SellerSales RepresentativeBachelor of ArtsMathematicsResearch AssistantMathematicianResearcherSurvey ResearcherMathematics ProfessorMathematical Science TeacherGuidance CounselorAdvisorProgrammerComputer ProgrammerCustomer Service

Experience & Education

Position:
Investment Portfolio Manager at Independent
Title:
Investment Portfolio Manager
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Independent - San Francisco Bay AreaInvestment Portfolio Managersince Jan 2007Redwood Trading, LLC - San Francisco, CAEquity Trader (series 55)Feb 2000 - Sep 2006

Calvin Vu Berkeley, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerMarketing ProfessionalAdvertising Sales AgentWebmasterWeb DeveloperUser Interface DesignerSoftware DevelopersFinancial ManagerWeb MarketerMarketing ManagerBachelor of SciencePsychology SpecialistStudent WorkerTechnical SpecialistTechnical Support Specialists

Experience & Education

Work

Company:
Self-employed
Independent portfolio manager
Company:
Paidsurf.com, shiwah stone
Webmaster

Skills

CSS, HTML, Microsoft Excel, Dreamweaver, Google Analytics, EKG, Google Webmaster Tools, Google...

Christian Evans Berkeley, CA

Professions & Specialties

TraderPortfolio ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerOperations ManagerDirector of OperationsFinancial ManagerRepresentativeExaminerInspectorAgentSupport ConsultantSales RepresentativeSupport SpecialistClient Service OfficerAuditorCustomer Service

Experience & Education

Work

Company:
Bny mellon capital management (mcm) - San Francisco, CA
Trade operations/clearing: global derivatives and collateral management
Company:
Banc of america securities - San Francisco, CA
Systems support consultant

Skills

Series 7/63 (expired)

Mahary Kidane San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCounselorAdvisorFinancial ManagerAnalystsIndependent Business Owners

Experience & Education

Work

Company:
Wells fargo bank
Strategic programs portfolio manager
Company:
Wells fargo bank - San Francisco, CA
E-business consultant

David Fiore Berkeley, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerManagerOwnerFinancial ManagerOperations ManagerProject ManagersChief ExecutiveProject ManagerProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
Bridge housing investment fund
Portfolio manager/project manager
Company:
Apartment and medical office investor
Owner/operator

Dominic Perrone San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerResearch AnalystResearch AssistantResearcherSurvey ResearcherModelFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTeam MemberAir Transportation WorkerFinancial Manager

Experience & Education

Position:
Research Analyst at Golden Gate University, Research Analyst at Farmhouse Equity Research
Title:
Research Analyst
Location:
San Francisco, California
Industry:
Research
Work history:
Golden Gate University - San Francisco Bay AreaResearch Analystsince Jul 2009Farmhouse Equity Research Research Analystsince Apr 2013
..on investment needs using Morningstar Portfolio Manager

Michael Levinson Berkeley, CA

Professions & Specialties

Vice PresidentChief ExecutiveAccount Service ManagerClient Service OfficerAnalystAnalystsResearch AnalystResearch AssistantResearcherSurvey ResearcherProgrammerComputer ProgrammerCustomer Service

Experience & Education

Work

Company:
Msci, inc - Berkeley, CA
Vice president
Company:
Options research, inc. - San Francisco, CA
Customer relationship manager/research analyst/programmer

Skills

Please see below

Jeffrey Field Berkeley, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerManagerDirectorOperations ManagerCounselorAdvisorFinancial ManagerProject Managers

Experience & Education

Work

Company:
Los angeles unified school district
Pmo manager / director consultant
Company:
Operational excellence program office - Berkeley, CA
Pmo manager consultant

Andrew Salter Berkeley, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerEconomistAnalystAnalystsFinancial AnalystMaster of ScienceFinancial Manager

Experience & Education

Work

Company:
Anz banking group
Fx strategist
Company:
The reserve bank of australia
Economist

Sachin Arora Berkeley, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerChief Information OfficerTechnology DirectorTechnology ManagerTechnical ManagersFinancial ManagerTeam Member

Experience & Education

Work

Company:
University of california
Office of the cio, oakland
Company:
Helios capital - Singapore
Investment analyst

Nancy O'hearn San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorDirectorOperations ManagerCorporate ExecutiveChief ExecutiveFinancial Manager

Experience & Education

Work

Company:
Independent contractor
Capital markets consultant
Company:
Hoover investment management - San Francisco, CA
Director, investment analytics

Celia Mello Berkeley, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerProject ManagerManagerSenior Project ManagerProject ManagersFinancial ManagerOperations ManagerSenior Manager

Experience & Education

Work

Company:
Macy's ecommerce
Senior program management
Company:
Aaa northern california - Emeryville, CA
Senior project management

Matthew Ziol Chicago, IL

Professions & Specialties

TraderPortfolio ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerManagerPartnerOperations ManagerFinancial ManagerChief ExecutiveIndependent ContractorContractorScreenwriterEditing ProfessionalWriting and Editing ProfessionalWriter and EditorFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeper

Experience & Education

Position:
Writing Sabbatical at Self-employed screenwriter
Title:
Derivatives Trader and Risk Manager
Location:
Paris Area, France
Industry:
Financial Services
Work history:
Self-employed screenwriter - Paris, FranceWriting Sabbaticalsince Jul 2012Nico Trading - Chicago, ILPortfolio Manager -- Soft CommoditiesJun 2011 - Jun 2012
Languages:
Spanish, French

Johannes Claessens New York, NY

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerAnalystAnalystsChief Executive OfficerChairpersonCorporate ExecutiveChief ExecutiveSenior AnalystInvestorBusiness AdministratorOrganization ManagementDirectorOperations ManagerFinancial ManagerRecord ClerkTitle ExaminerBiotechnology ProfessionalBiologistBiological ScientistPsychologistBachelor of ScienceStudent WorkerPsychology Specialist

Experience & Education

Position:
Chairman and Chief Executive Officer at Georgetown University Student Investment Fund, President at ...
Title:
Investment Banking Summer Analyst at Goldman Sachs
Location:
New York, New York
Industry:
Investment Banking
Work history:
Georgetown University Student Investment Fund - Washington D.C. Metro AreaChairman and Chief Executive Officersince Dec 2012Financial Management Association - Georgetown University - Washington D.C. Metro AreaPresidentsince Apr 2013
Languages:
Dutch, French
Portfolio Manager Technology

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

J. Davies New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFounderChief Executive OfficerFounding MemberChief ExecutiveCorporate ExecutiveFinancial ManagerAuthorResearch AnalystResearch AssistantResearcherSurvey Researcher

Experience & Education

Work

Company:
Doublewide publications
Founder, ceo, & author
Company:
Rochdale investment management - New York, NY
Senior equity research analyst & mutual fund portfolio manager

Linda Dolphin Atlanta, GA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerInstructorPedagogueTutorProperty ManagerReal Estate ManagerFinancial Manager

Experience & Education

Work

Company:
Uceda institute
Instructor, english as a second language
Company:
Uceda institute
Tutor

Skills

Conflict resolution, contract creation, negotiation, fence building between cultures


Portfolio Managers near Berkeley, CA04759501,4251,9002,375San FranciscoOaklandAlamedaRichmondLafayetteOrindaRodeoPinole



Portfolio Managers around Berkeley, CA

Alameda  (6)
Lafayette  (4)
Oakland  (82)
Orinda  (4)
Pinole  (1)
Richmond  (4)
Rodeo  (1)
San Francisco  (2,372)

Portfolio Managers in California

Sub-specializations

Portfolio Manager  (21)