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Portfolio Managers in New Hampshire

Portfolio Managers in Concord, NH

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15 results found

Tami Lovering Concord, NH

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Clerical Specialist • Automotive Professional

Experience & Education

Position:
Sales at Lovering Volvo, Sales/Lease Portfolio Manager at Lovering Volvo
Title:
Sales/Lease Portfolio Manager at Lovering Volvo
Location:
Concord, New Hampshire
Industry:
Automotive
Work history:
Lovering Volvo Salessince Apr 1998Lovering Volvo - Concord/Nashua/MeredithSales/Lease Portfolio Managersince Apr 1998
Full Profile

Amy Currie Concord, NH

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Instructor • Pedagogue • Justice of The Peace • Administrative Court Justice • Administrative Law Attorney • Of Counsel • Jurist • Legal Counsel • Government Administration Professional • Financial Manager • Community Service Manager • Entertainer

Experience & Education

Position:
Senior Portfolio Manager at Community Development Finance Authority, Media/VIP Credentials at New...
Title:
Senior Portfolio Manager at the Community Development Finance Authority
Location:
Concord, New Hampshire
Industry:
Government Administration
Work history:
Community Development Finance Authority Senior Portfolio Managersince Jun 2010New Hampshire Motor Speedway - Loudon, New HampshireMedia/VIP Credentialssince May 1998
Skills:
Non-profits, Public Speaking, Public Relations, Community Development
Full Profile

Shelley Shaw Concord, NH

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Leader • Managers • Director • Financial Manager • Operations Manager

Experience & Education

Work

Company:
Liberty mutual group - Dover, NH
Director and it portfolio manager
Company:
Commercial billing and receivables - Exeter, NH
Director business systems

Skills

Client Services, Team Development, Operations Managment, Project Management, Business Process...
Full Profile

Brian Presti Boston, MA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Analyst • Counselor • Analysts • Advisor • Financial Manager

Experience & Education

Position:
Portfolio Manager/Equity Analyst at DL Carlson Investment Group
Title:
Equity Analyst at DL Carlson Investment Group
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
DL Carlson Investment Group - Concord,NHPortfolio Manager/Equity Analystsince Sep 2006Charles Schwab Private Client ConsultantAug 2004 - Aug 2006
Full Profile

Harold Losey Boston, MA

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Bookkeeper

Experience & Education

Position:
Senior Vice-President, Financial Advisor at RBC Wealth Management
Title:
CFA, Financial Advisor @ RBC Wealth Management
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
RBC Wealth Management - Concord, NHSenior Vice-President, Financial Advisorsince Feb 2006Advest, Inc Senior VP, Portfolio ManagerOct 1981 - Feb 2006
Full Profile

Nancy Wyatt Boston, MA

Professions & Specialties

Loan Officer • Portfolio Manager • Loan Officers • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Credit Analyst • Loan Accountant

Experience & Education

Position:
VP, Portfolio Manager, Commercial Lending at TD Bank
Title:
VP, Commercial Portfolio Loan Officer at TD Bank
Location:
Greater Boston Area
Industry:
Banking
Work history:
TD Bank - Concord, NHVP, Portfolio Manager, Commercial Lendingsince 2004TD Bank - Manchester, NHSenior Credit Analyst2001 - 2004
Full Profile

Marshall Rowe Boston, MA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chairperson • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Harvest Capital Management
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Harvest Capital Management - Concord, NHPresidentsince 1995Taylor Investments, Inc. - New London, NHSr. Vice President, Portfolio Manager1986 - 1995
Full Profile

Cassandra Bradley Boston, MA

Professions & Specialties

Loan Officer • Portfolio Manager • Loan Officers • Investment Analyst • Puchasing and Estimating Manager • Development Director • Chairperson • HR Manager • Chief Executive • Operations Manager • Organization Management • Vice President • Program Director • Marketing Manager • Financial Manager • Community Service Manager • Non-Profit • Business Administrator • Governor • Government Administration Professional • Government Administration Officer • Civil Servant • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Recruitment • Human Resources Specialist • Master of Science • Bachelor of Science • Entertainment Professional • Entertainer

Experience & Education

Position:
Community Development Director at Rotary Action Group for Microcredit and Community Development,...
Title:
Loan and Porfolio Specialist at Community Development Finance Authority
Location:
Greater Boston Area
Industry:
Nonprofit Organization Management
Work history:
Rotary Action Group for Microcredit and Community Development Community Development Directorsince May 2013Meredith Rotary Club Membersince Apr 2013
Skills:
Commercial Lending, Investments, Customer Service, Retail, Presenter, Banking, Loans, Portfolio...
Full Profile

Maria Leonardi Chapel Hill, NC

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Master of Business Administration • Counselor • Non-Profit • Advisor • Board Member • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Program Assistant • Administrative Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Supporting Member • Organization Management • Clerical Specialist • Air Transportation Worker • Team Member • Financial Manager • Student Worker • Law Specialist • Judicial Law Clerk • Lawyers • Survey Researcher • Assayer • Laboratory Chemist • Chemical Professional • Chemist

Experience & Education

Title:
MBA Candidate at University of North Carolina Kenan-Flagler Business School
Location:
Chapel Hill, North Carolina
Industry:
Financial Services
Work history:
Clean Energy Finance and Investment Authority - Hartford, Connecticut AreaConsultantOct 2012 - Jun 2013Northern Forest Center - Concord, NHProgram AssistantOct 2011 - Oct 2012
Certifications:
LEED Green Associate, U.S. Green Building Council
..of grant applications using EPA Portfolio Manager to enable energy upgrades in mun..
Full Profile

Adam Meredith Washington, DC

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Co-Owner • Financial Manager • Owner • Master of Business Administration • Air Transportation Worker • Market Research Analyst

Experience & Education

Position:
President at AOPA Aviation Finance Company
Title:
President - AOPA Aviation Finance Company
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
AOPA Aviation Finance Company Presidentsince Feb 2013Sovereign Santander AVP Commercial Lending & Workout Officer – Aviation GroupOct 2009 - Feb 2013
Skills:
Aircraft Finance, Aircraft Leasing, CIME Pilot, Financial Analysis, Segmentation, Business...
Aviation Portfolio Manager at Sovereign Santander
Full Profile

Fletcher Cole Boston, MA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Investment Officer • Chief Research Officer • Management Analysts • Chief Executive • Financial Manager • Founder • Founding Member • Manager • Operations Manager • Research Analyst • Research Assistant • Researcher • Survey Researcher • Investor • Security • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computational Scientist • Computer Scientists

Experience & Education

Position:
Chief Investment Officer, Mascoma Wealth Management at Mascoma Savings Bank
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Mascoma Savings Bank - Hanover, NHChief Investment Officer, Mascoma Wealth Managementsince Jan 2013Hutchens Investment Management - Concord, NHDirector of Research, Portfolio ManagerJul 2011 - Jan 2013
Certifications:
Chartered Financial Analyst (CFA), CFA Institute
Full Profile

Matt Bary Boston, MA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Controller • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Construction • Human Resources Specialist • Recruitment • Bachelor of Science • Advertising Professional • Advertising Sales Agent • Financial Officer • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Assistant Controller at North Branch Construction, Inc.
Location:
Greater Boston Area
Industry:
Accounting
Work history:
North Branch Construction, Inc. - Concord, NHAssistant Controllersince May 2011Core Medical Group AccountantJan 2011 - Apr 2011
portfolio manager for 80+ mortgages
Full Profile

Martha Cottrill Boston, MA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Partner • Chief Operating Officer • Chief Executive • General and Operations Manager • Director of Operations • Operations Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Analysts

Experience & Education

Position:
Partner at Taylor, Cottrill LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Taylor, Cottrill LLC Partnersince Aug 2007Boston Private Value Investors Chief Operating OfficerAug 2005 - Jul 2007
Portfolio Manager at Taylor Investments
Full Profile

Karen Schroeder Tewksbury, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Analyst • Analysts • Supplier • Sales Support Analyst • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Sales Support • Sales Engineer • Financial Analyst • Biotechnology Professional • Biologist • Biological Scientist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Pricing Analyst II at Corning Life Sciences
Title:
Pricing Analyst II
Location:
Tewksbury, Massachusetts
Industry:
Biotechnology
Work history:
Corning Life Sciences - Tewksbury, MAPricing Analyst IIsince Mar 2010Salient Surgical Technologies, Inc. - Portsmouth, NHSenior Sales AnalystApr 2009 - Nov 2009
Portfolio Manager at Smith Barney
Full Profile

Julie York Boston, MA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Team Leader • Financial Manager • Chief Executive • Operations Manager • Model • Clerk • Business Intelligence Professional • Business Administrator • Analyst • Analysts • Clerical Specialist • Business Consultant • Advisor • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Data Entry Specialist • Data Scientist • IT Analyst • School Administrator • Educational Manager • Customer Service

Experience & Education

Position:
IT Portfolio Manager at Liberty Mutual Insurance
Location:
Greater Boston Area
Industry:
Insurance
Work history:
Liberty Mutual Insurance - Dover, NHIT Portfolio Managersince Jun 2013RBS Citizens Group VP, Team LeaderJul 2012 - Jun 2013
Full Profile

Portfolio Managers near Concord, NH048121620ManchesterMerrimackLaconiaAmherstLondonderryGoffstownDerryChichesterMeredithRochester


Portfolio Managers around Concord, NH

Amherst  (2)
Chichester  (1)
Derry  (2)
Goffstown  (2)
Laconia  (3)
Londonderry  (2)
Manchester  (17)
Meredith  (1)
Merrimack  (10)
Rochester  (1)

Portfolio Managers in New Hampshire

Sub-specializations

Portfolio Manager  (15)