Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Portfolio Managers in Carlsbad, CA

Find a professional & check records

Here is a complete list of nearly every available Portfolio Managers nearby.

The Trustoria Directory gives everyone all the professional records needed to discover the best person for any need.

Be sure to check other cities near here to find the records of more service providers.

23 results found

Jacqueline Mahoney Carlsbad, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerBankerFinancial Services ProfessionalFinancial Services Sales AgentFinancial ManagerAssistant Vice PresidentChief ExecutiveOperations ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAnalystBusiness AdministratorAnalystsMaster of ScienceBachelor of Science

Experience & Education

Work

Company:
Sabal financial group, l.p
Portfolio manager
Company:
Federal deposit insurance corporation - San Francisco, CA
Loan review specialist

Skills

LEED Accredited Professional; ARGUS Software Certified (valid through December 4, 2011)

Yulia Davydova Carlsbad, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Center ManagerBankerFinancial Services ProfessionalFinancial Services Sales AgentCredit AnalystFinance and Accounting SpecialistLoan AccountantAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAnalystAnalystsFinancial ManagerSoftware DeveloperSoftware DevelopersMedical Support AssistantHealth Support WorkerHealthcare Support

Experience & Education

Position:
Credit Analyst II (Commercial Banking) at Wells Fargo
Title:
Credit Analyst II at Wells Fargo
Location:
Carlsbad, California
Industry:
Financial Services
Work history:
Wells Fargo - Carlsbad, CACredit Analyst II (Commercial Banking)since Dec 2012CNL Bank - Orlando, FLPortfolio Manager, AVPFeb 2011 - Mar 2012
Skills:
Portfolio Management, Underwriting, CMBS, Credit Analysis, Financial Analysis, Financial Modeling,...
Languages:
Russian, English

Sean Mitchell Carlsbad, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerProject ManagerProgram DirectorProject ManagersFinancial ManagerOperations ManagerSoftware EngineerSoftware DevelopersLeaderManagersTeam LeaderSenior ManagerBiologistBiological ScientistEngineering SpecialistScientific EngineerBiomedical EngineeringSurgical Specialist

Experience & Education

Position:
Senior Engineering Project Leader at Tandem Diabetes Care
Location:
Carlsbad, California
Industry:
Medical Devices
Work history:
Tandem Diabetes Care - Greater San Diego AreaSenior Engineering Project Leadersince Mar 2013Life Technologies - Greater San Diego AreaPortfolio Manager ● Senior Program Manager ● Flow Cytometry ● Cellular Imaging ● Cellular AnalysisJul 2011 - Nov 2012
Skills:
Design Control, Medical Devices, FDA, Biomedical Engineering, ISO 13485, V&V, R&D,...

Stephen Gieselman Carlsbad, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerIndependent ContractorContractorField EngineerFinancial ManagerIndependent Business Owners

Experience & Education

Work

Company:
Self employed
Investment portfolio manager
Company:
Midland research laboratories, inc - Lenexa, KS
Sales/service field engineer i called

Skills

Prepared and delivered technical proposals, installed and repaired chemical feed and control...

Alexander Glytenko Carlsbad, CA

Professions & Specialties

Investment AnalystPortfolio ManagerPuchasing and Estimating ManagerCounselorAdvisorDirectorFinancial ManagerOperations ManagerProject ManagersMathematicsSurvey ResearcherMathematicianMaster of ScienceSoftware Developers

Experience & Education

Work

Company:
Investment analyst & consultant
Company:
Direct investment products, inc - Riverside, CA
Director, business development & portfolio manager

Bruce Dirks Carlsbad, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial DirectorFinancial OfficerFinancial ManagerInformation Technology SpecialistIT Specialist

Experience & Education

Position:
CFO at ViaSat
Location:
Carlsbad, California
Industry:
Information Technology and Services
Work history:
ViaSat - Carlsbad, CACFOsince Apr 2013Fidelity Investments - Boston, MAPortfolio ManagerSep 2000 - Apr 2013

Kurt Nelson Carlsbad, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerPartnerFinancial ManagerChief ExecutiveOperations ManagerMaster of Business AdministrationBachelor of ArtsBusiness AdministratorManagersReal Estate Manager

Experience & Education

Work

Company:
Essex property trust - San Diego, CA
Regional portfolio manager
Company:
Kmg management and investments - Los Angeles, CA
Junior partner

Edward Morgan Carlsbad, CA

Professions & Specialties

Portfolio ManagerLoan OfficerInvestment AnalystPuchasing and Estimating ManagerLoan OfficersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial Manager

Experience & Education

Work

Company:
Real estate investment principal
Real estate investment portfolio manager
Company:
Lending executives - San Diego, CA
Senior loan officer

Skills

Fluent Spanish

Craig Hansen Carlsbad, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerAgentSales RepresentativeLeasing AgentLeasing Property ManagerProperty ManagerLeasing ProfessionalLicensed Real Estate BrokerReal Estate Sales AgentReal Estate ManagerFinancial Manager

Experience & Education

Work

Company:
The heritage group
Portfolio manager/leasing agent
Company:
Cutler commercial - Phoenix, AZ
Property manager

Charles Turner Carlsbad, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerOwnerFinancial ManagerChief Executive

Experience & Education

Work

Company:
Dirigo housing - Augusta, ME
Commercial property portfolio manager
Company:
Valhalla equity llc - Chicago, IL
Owner

Jim Nicoletti San Diego, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerManagerOperations ManagerLicensed Real Estate BrokerProperty ManagerReal Estate Sales AgentReal Estate ManagerOwnerChief Executive OfficerVice President of OperationsFinancial ManagerChief ExecutiveCorporate ExecutiveVice PresidentGuideTour GuidePsychologistPsychology Specialist

Experience & Education

Position:
San Diego Regional Manager at Price Self Storage
Location:
Greater San Diego Area
Industry:
Real Estate
Work history:
Price Self Storage - Greater San Diego AreaSan Diego Regional ManagerGMP Development Group LLC. - San Diego, CaGeneral Property Manager2011 - 2012
Skills:
Property Management, Asset Managment, Hospitality Management, Facilities Management, Real Estate...
Certifications:
Crime Free Communities, San Diego County
Crime Free Communities, Riverside County, City of Desert Hot Springs

J.t. Taylor San Diego, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerCounselorProject ManagerAdvisorC# DeveloperPHP DeveloperInformation Technology SpecialistSharePoint AdministratorSoftware DeveloperSoftware DevelopersIT SpecialistNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorHuman Resources SpecialistRecruitmentTrickmasterObject Manipulation SpecialistProject ManagersBusiness ConsultantComputer ScientistsFinancial ManagerCommunity Service ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperGovernment Administration ProfessionalMarket Research Analyst

Experience & Education

Position:
Consultant at Dexcom
Location:
Greater San Diego Area
Industry:
Information Technology and Services
Work history:
Dexcom - Greater San Diego AreaConsultantsince May 2012Hershey Technologies - Greater San Diego AreaConsultantJun 2012 - Jul 2012
..White-box testing harnesses to test the Portfolio Manager Business Intelligence and Report..

Christine Hansen San Diego, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeCertified Public AccountantAccounting BookkeeperBookkeeperChief Administrative OfficerOwnerChairpersonChief ExecutiveAccounting ClerkFinancial ManagerWarranty AdministratorWarranty ClerkClerical SpecialistGeneral EducationComputer Software ProfessionalData ScientistDatabase Administration ProfessionalDatabase AdministratorSoftware Developers

Experience & Education

Position:
Finance Assistant at Altium, Inc.
Title:
Accounting Assistant at Altium, Inc.
Location:
Greater San Diego Area
Industry:
Executive Office
Work history:
Altium, Inc. - Carlsbad, CA USAFinance Assistantsince Oct 2009Barratt American, Inc - Carlsbad, CAAdministrative SupportApr 2005 - Apr 2008
Skills:
Accounting, Administrative Support, Corporate Finance, Budgets, Contract Management, Microsoft...

Matthew Schenk San Diego, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerSchool PrincipalSchool AdministratorEducational ManagerChief Executive OfficerCorporate ExecutiveChief ExecutiveCustomer ServiceClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberFinancial ManagerOperations ManagerFinancial OfficerSurvey ResearcherStudent Worker

Experience & Education

Position:
Managing Director at Schenk's Family Bakery, Inc.
Title:
Managing Principal at Schenk's Family Bakery, Inc.
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Schenk's Family Bakery, Inc. - Greater Philadelphia AreaManaging Directorsince Mar 2012Meketa Investment Group - Carlsbad, CAAssociateFeb 2010 - Mar 2012
..their bid to acquire Genentech with portfolio manager to grasp more detailed knowledge..

Pamela Franzone San Diego, CA

Professions & Specialties

CollectorRepossessorCollections SpecialistInvestment AnalystPuchasing and Estimating ManagerCommercial Property ManagerProperty ManagerLicensed Real Estate BrokerReal Estate ManagerReal Estate Sales AgentSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeVice PresidentChief ExecutiveFinancial Manager

Experience & Education

Position:
Commercial Property Manager at Wasatch Commercial Management
Location:
Greater San Diego Area
Industry:
Real Estate
Work history:
Wasatch Commercial Management - Carlsbad, CACommercial Property Managersince Aug 2011Centro Properties Group (Now Brixmor) Senior Property CollectorJan 2011 - Aug 2011
Senior Portfolio Manager at American Assets

Sabrina Smyers Carlsbad, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerTeam LeaderOperations ManagerInformation Technology SpecialistBusiness Systems AnalystSystems AnalystIT SpecialistIT AnalystChief Executive OfficerFinancial ManagerCorporate ExecutiveChief ExecutiveSchool PrincipalSchool AdministratorEducational ManagerMarket AnalystMarketing ProfessionalAdvertising Sales AgentMarket Research AnalystBachelor of ArtsStudent Worker

Experience & Education

Position:
Project Specialist, Coordination Team Lead at Sempra Energy
Title:
IT Project Specialist, Coordination Team Lead at Sempra Energy
Location:
Carlsbad, California
Industry:
Information Technology and Services
Work history:
Sempra Energy - Greater San Diego AreaProject Specialist, Coordination Team Leadsince Oct 2011Sempra Energy - Greater San Diego AreaBusiness Systems AnalystJul 2011 - Oct 2011
Languages:
German
Portfolio Manager

Theresa Young San Diego, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAccounts PayableLaw ClerkJudicial Law ClerkChief Administrative OfficerFinancial ManagerChief ExecutiveHigh School DiplomaConsumer Goods ProfessionalCommodities ClerkLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Branch Administrator at The Brickman Group
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
The Brickman Group - Carlsbad, CABranch Administratorsince Mar 2013Spy Optic - Carlsbad, CaliforniaA/R SpecialistFeb 2012 - Feb 2013
Portfolio Manager at Capital Partners Funding

David Souter Carlsbad, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerChief Executive OfficerCorporate ExecutiveChief ExecutiveFinancial ManagerBachelor of Arts

Experience & Education

Work

Company:
Ascendiant securities
Managing director
Company:
Jesup & lamont, inc - San Diego, CA
Senior institutional salesperson

Donna Simmrin Solana Beach, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAgentSales RepresentativeHigh School DiplomaGeneral EducationClerical SpecialistManagersFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Polo properties
Real estate sale agent
Company:
Atlas reo services - Solana Beach, CA
Eviction/redemption specialist

Jackie Steffen Minneapolis, MN

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistCredit AnalystAccounting BookkeeperBookkeeperLoan AccountantFinancial ManagerChief Executive OfficerProject ManagersCorporate ExecutiveChief ExecutiveInvestorBachelor of ScienceMathematicsMathematicianStudent WorkerClient Service OfficerCustomer Service

Experience & Education

Position:
Portfolio Manager at Wells Fargo
Title:
Portfolio Manager with Wells Fargo
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Wells Fargo Portfolio Managersince Jul 2013Wells Fargo - Carlsbad, CACredit Analyst 3Mar 2012 - Jun 2013

Jon Swanson Washington, DC

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerProduce ManagerManagerProduction ManagerOperations ManagerFinancial ManagerEquipment Tools Purchasing AgentSales AgentClient Service OfficerDepartment Store SalespersonRetail ProfessionalRetail SalespersonSales RepresentativeSecurityCustomer ServiceAdvertising ProfessionalAdvertising Sales AgentTechnical Support SpecialistSystems Support SpecialistSupport Specialists

Experience & Education

Title:
Product Manager
Location:
Washington D.C. Metro Area
Industry:
Marketing and Advertising
Work history:
Linear LLC - Carlsbad, CAProduct Line ManagerNov 2010 - Jul 2012Aigis Mechtronics, Inc. - Winston-Salem, NCProduct Portfolio ManagerOct 2007 - Mar 2010
Skills:
Marketing Strategy, Project Management, Strategic Planning, Product Development, Product Management

Bonnie Castillo Fort Worth, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerArea Sales ManagerRegional Sales ConsultantSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerOperations Manager

Experience & Education

Title:
Regional Sales Manager
Location:
Fort Worth, Texas
Industry:
Financial Services
Work history:
Apex Capital Corp - Fort WorthRegional Sales ManagerJun 2009 - Jun 2013Orange Commercial Credit Portfolio Manager2006 - 2009
Skills:
Factoring, Underwriting, Credit, Finance, Credit Analysis, Loans, Credit Risk, Financial Analysis,...

Lisa Vipond Seattle, WA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerBoard DirectorBoard MemberChairpersonChief ExecutiveManagement Team ExecutiveOperations ManagerAdvertising ProfessionalAdvertising Sales AgentFinancial ManagerProduction ManagerOrganization Management

Experience & Education

Position:
Board Director at Special Olympics Washington, Advisory Board Member - Social Media &...
Title:
Board Director, Special Olympics Washington
Location:
Greater Seattle Area
Industry:
Marketing and Advertising
Work history:
Special Olympics Washington Board Directorsince Sep 2012University of Washington Advisory Board Member - Social Media & Technologiessince Sep 2011
Skills:
Brand Management, Strategic Planning, Strategic Partnerships, Business Development, Sales, Product...
Business & Portfolio Manager at Cross-Dock Development Corpor..


Portfolio Managers near Carlsbad, CA0122244366488610San DiegoLa JollaEscondidoEncinitasSan MarcosVistaSolana BeachOceansideTemeculaSan Clemente



Portfolio Managers around Carlsbad, CA

Del Mar  (1)
Encinitas  (9)
Escondido  (15)
Fallbrook  (4)
La Jolla  (16)
Oceanside  (5)
Poway  (1)
San Clemente  (5)
San Diego  (608)
San Marcos  (9)
Solana Beach  (5)
Temecula  (5)
Vista  (6)

Portfolio Managers in California

Sub-specializations

Portfolio Manager  (23)