Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Portfolio Managers in California

Portfolio Managers in Claremont, CA

Find a professional & check records

Here is a complete list of most local Portfolio Managers in your town.

The Trustoria Professional Directory helps you find the best professional for your next project.

Be sure to review other regions near Claremont, CA to find contact information of more service providers.

7 results found

Kevin Lehman Claremont, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager

Experience & Education

Work

Company:
Euclid management company
Association manager
Company:
Private investors - San Diego, CA
Portfolio manager
Full Profile

Michael Costello Claremont, CA

Professions & Specialties

Puchasing and Estimating Manager • Sales Manager • Sales Director • Sales Representative • Sales Agent • Financial Manager

Experience & Education

Work

Company:
Sterling legacy, poundex corp.
Sales manager
Company:
Home savings of america - El Segundo, CA
Wholesale mortgage sales representative
Full Profile

Samantha Shoemaker Los Angeles, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Research Analyst • Research Assistant • Researcher • Survey Researcher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Chief Investment Officer • Management Analysts • Financial Manager • Non-Profit • Chief Executive • Community Service Manager • Student Worker • Data Scientist

Experience & Education

Position:
Research Analyst at Santa Barbara Asset Management
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Santa Barbara Asset Management - Los AngelesResearch Analystsince Mar 2012Palisades Investment Partners - Los AngelesEquity AnalystJul 2010 - Mar 2012
Full Profile

Kevin Salveson Pasadena, CA

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Partner • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Master of Science • Advisor • Entertainer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Press Writer • Correspondent

Experience & Education

Position:
Partner at Ascend Financial Consultants, Inc.
Title:
Partner at Ascend Financial Consultants, Inc
Location:
Pasadena, California
Industry:
Financial Services
Work history:
Ascend Financial Consultants, Inc. - Pasadena, CAPartnersince Jul 2012Morgan Stanley Smith Barney - Claremont, CAFinancial Advisor, 2nd V.P. Wealth Management1999 - Jul 2012
Languages:
Chinese - intermediate
Full Profile

Mike Linzay Los Angeles, CA

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor/Financial Planning Specialist/Portfolio Manager at Morgan Stanley Wealth Management
Title:
Financial Advisor/Financial Planning Specialist at Morgan Stanley Wealth Management
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Claremont, CAFinancial Advisor/Financial Planning Specialist/Portfolio Managersince Jul 2005
Full Profile

Laura Jett San Diego, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Market Research Analyst • Market Analyst • Director • Vice President • Operations Manager • Chief Executive • Teaching Assistant • Educational Assistant Teacher • Financial Manager • Sales Manager • Dean • Higher Education Professional • School Administrator • Educational Manager • Supplier • Sales Executive • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Master of Business Administration • Entertainment Professional • Entertainer • Mathematics • Mathematician • Business Administrator • Student Worker

Experience & Education

Position:
Market Research Analyst at Cricket Communications
Title:
Market Research Analyst
Location:
Greater San Diego Area
Industry:
Market Research
Work history:
Cricket Communications - Greater San Diego AreaMarket Research Analystsince Jun 2011Peter F. Drucker and Masatoshi Ito Graduate School of Management - Claremont, CAMarketing Research Teaching AssistantJan 2012 - May 2012
Portfolio Manager at Robert Fisher
Full Profile

Scott Knight Santa Monica, CA

Professions & Specialties

Puchasing and Estimating Manager • Counselor • Advisor • Technical Director • Co-Founder • Technical Managers • Founder • Founding Member • Chief Executive • Financial Manager • Researcher • Survey Researcher • Neurological Specialist • Neurologist • IT Specialist

Experience & Education

Position:
Consultant at Stauffer Consulting Services, Co Founder and Chief Technical Officer at It's a Small...
Title:
Consultant at Stauffer Consulting Services
Location:
Santa Monica, California
Industry:
Online Media
Work history:
Stauffer Consulting Services Consultantsince Oct 2012It's a Small Planet, LLC - Pasadena, CACo Founder and Chief Technical Officersince Sep 2010
Assistant Portfolio Manager at Caelum Capital Advisers LLC
Full Profile

Portfolio Managers near Claremont, CA03691215OrangeAnaheimRancho CucamongaRiversideBreaOntarioFullertonUplandPomonaDuarte


Portfolio Managers around Claremont, CA

Anaheim  (15)
Brea  (9)
Chino  (3)
Corona  (6)
Duarte  (6)
El Monte  (3)
Fullerton  (6)
Glendora  (1)
La Habra  (1)
Mira Loma  (3)
Monrovia  (5)
Montclair  (2)
Ontario  (9)
Orange  (15)
Placentia  (2)
Pomona  (6)
Riverside  (12)
San Dimas  (5)
Upland  (6)
Walnut  (2)
West Covina  (5)
Yorba Linda  (1)

Portfolio Managers in California

Sub-specializations

Portfolio Manager  (7)