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Portfolio Managers in Colorado

Portfolio Managers in Denver, CO

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250 results found

Jay Ratterman Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Customer Service • Client Service Officer • Analyst • Representative • Barista • Apprentice • Analysts • Bartender • Bachelor of Science • Computer Software Professional • Network Systems Administrator • Computer Network Professional • Network Administrator • Software Developers • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
AVP - Portfolio Manager at ANB Bank, Investment Analyst at ANB Bank
Title:
AVP - Portfolio Manager
Location:
Greater Denver Area
Industry:
Investment Management
Work history:
ANB Bank - Denver, ColoradoAVP - Portfolio Managersince Jun 2013ANB Bank - Greater Denver AreaInvestment Analystsince Nov 2012
Skills:
Microsoft Excel, Investments, Financial Services, Accounting, Financial Modeling, Bloomberg,...
Certifications:
Level III CFA Candidate, CFA Institute
Full Profile

Brian Lollar Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager • Business Analyst • Security • Analyst • Analysts • Project Managers • Advisor • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Reporter • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Business Applications Manager, Investment Accounting Technology at Janus Capital Group
Location:
Greater Denver Area
Industry:
Investment Management
Work history:
Janus Capital Group - Greater Denver AreaBusiness Applications Manager, Investment Accounting Technologysince Sep 2012Janus Capital Group - Greater Denver AreaSr. Business Analyst, Investments TechnologyApr 2011 - Sep 2012
Skills:
Business Analysis, Requirements Analysis, Process Improvement, MS Project, Investment Operations,...
Full Profile

Laurie Deffenbaugh Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Project Manager • General Medical Care Specialist • Medicine Professional • Healthcare Practitioner • Information Technology Specialist • IT Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers • Financial Manager • Non-Profit • Advisor • Network Administrator • Network Systems Administrator • Operations Manager • Senior Manager • Recruitment

Experience & Education

Position:
Program and Portfolio Manager at My Own Company
Title:
Experienced Program and Project Manager
Location:
Greater Denver Area
Industry:
Information Technology and Services
Work history:
My Own Company - Greater Denver AreaProgram and Portfolio Managersince 2000Experis - Greater Denver AreaProject ProfessionalJun 2012 - Mar 2013
Certifications:
Project Management Professional, Project Management Institute
Certified Senior Advisor, Society of Certified Senior Advisors
Full Profile

Stephen Brett Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager and Underwriter- Commercial Banking Division at AMG National Trust Bank
Location:
Greater Denver Area
Industry:
Banking
Work history:
AMG National Trust Bank - Boulder, ColoradoPortfolio Manager and Underwriter- Commercial Banking Divisionsince Apr 2011AMG National Trust Bank Credit Analyst- Commercial BankingFeb 2009 - Apr 2011
Skills:
Portfolio Management, Commercial Banking
Full Profile

Geraldine Paul Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Managing Partner • Vice President • Management Analysts • Management Team Executive • Operations Manager • Partner • Chief Executive

Experience & Education

Title:
Fixed Income and Absolute Return Portfolio Manager
Location:
Greater Denver Area
Industry:
Investment Management
Full Profile

Darin Rose Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Software Tester • Computer Specialist • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • Subject Matter Expert • Security • Business Administrator • Construction • Managers • Skilled Professional • Operations Manager • Chief Executive • Client Service Officer • Elevator Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Between jobs at Looking for Employment
Location:
Greater Denver Area
Industry:
Facilities Services
Work history:
Looking for Employment Between jobssince Jan 2010Wachovia Bank VP- Portfolio ManagerOct 2007 - Dec 2009
Full Profile

Wyatt Patterson Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Program Coordinator • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Financial Manager • Business Administrator • Supplier • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Sales Engineer • Marketing Manager • Operations Manager • Marketing Intern • Internet Marketing Manager • Web Marketer • Market Research Analyst • Marketing Professional • Advertising Sales Agent • Title Examiner • Title Investigator • Title Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Science • Information Technology Specialist • Network Systems Administrator • Computer Network Professional • Network Administrator • IT Specialist • Student Worker • Nurse • Nurse Practitioner

Experience & Education

Position:
Portfolio Manager at Marsico Investment Fund, Passport Program Cordinator at Colorado Ski Country USA
Title:
Pass Program Coordinator at Colorado Ski Country USA, Portfolio Manager at Marsico Investment Fund
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Marsico Investment Fund - Denver, COPortfolio Managersince Mar 2013Colorado Ski Country USA - Denver, COPassport Program Cordinatorsince Aug 2011
Skills:
Customer Service, Online Marketing, Market Research, Social Media, Microsoft Office, Marketing...
Full Profile

Brandy Bradshaw Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Brand Officer • Region Manager • Manager • Sales Manager • Sales Director • Financial Manager • Chief Executive • Operations Manager • Winemaker • Vineyard Tender • Farmworker • Training and Development • Model • Sales Representative • Sales Agent • Area Manager • Managers • Spokesperson • Representative • Food Preparation Worker

Experience & Education

Title:
Experienced Portfolio Manager
Location:
Greater Denver Area
Industry:
Food & Beverages
Work history:
Republic National Distributing Company - Greater Denver AreaTreasury Brand ManagerOct 2009 - Sep 2011J Vineyards & Winery Central Region ManagerAug 2006 - Mar 2008
Skills:
Account Management, Forecasting, Inventory Management, Customer Relations, Budgeting, Promotions,...
Full Profile

Dan Jones Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Supporting Member • Counselor • Analyst • Team Member • Advisor • Analysts • Manager • Director • Chief Administrative Officer • Operations Manager • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate, Regional Consultant at Envestnet | Prima
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Envestnet | Prima - Greater Denver AreaAssociate, Regional Consultantsince May 2012Envestnet | Prima - Denver, COAnalystMay 2010 - May 2012
Skills:
Wealth Management, Asset Allocation, Investment Advisory Services, Strategic Financial Planning,...
Languages:
English, German
Full Profile

Carolyn Logan Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Program Director • Partner • Senior Project Manager • Operations Manager • Chief Executive • Financial Manager • Senior Manager • Customer Service • Client Service Officer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Information Technology Specialist • IT Specialist • Contractor • Independent Business Owners • Project Managers • Compliance Engineer • Department Store Salesperson • Retail Professional • Retail Salesperson • Information Systems Analyst • IT Analyst • Software Developers • Managers • Analyst • Analysts • Accounting Bookkeeper • Bookkeeper • Health Professional • Health Practitioner

Experience & Education

Position:
Technical Program Manager at Pearson eCollege
Title:
Technical Program Manager, Data Analytics and Adaptive Learning Technologies at Pearson
Location:
Greater Denver Area
Industry:
Information Technology and Services
Work history:
Pearson eCollege - Centennial, COTechnical Program Managersince Apr 2013Pearson eCollege - Centennial, COSenior Project Manager/ Scrum Master - ContractorFeb 2013 - Apr 2013
Full Profile

Adam Berger Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Senior Project Manager • Financial Manager • Chief Executive • Senior Manager • Operations Manager • Construction • Team Member • School Administrator • Educational Manager • Research Assistant • Researcher • Survey Researcher

Experience & Education

Position:
Portfolio Manager at Consolidated Investment Group
Location:
Greater Denver Area
Industry:
Real Estate
Work history:
Consolidated Investment Group Portfolio Managersince 2011Cabot Cabot & Forbes Vice President2001 - Mar 2011
Full Profile

Janice Broom Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Vice President of Operations • Vice President • Chief Executive • Butler • Personal Care Aide • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Real Estate Manager • Real Estate Sales Agent

Experience & Education

Position:
Senior Commercial Resolution Specialist at First-Citizens Bank & Trust Company
Title:
SBA Credit Resolution
Location:
Greater Denver Area
Industry:
Banking
Work history:
First-Citizens Bank & Trust Company Senior Commercial Resolution Specialistsince Jul 2011First American REO Services Portfolio ManagerFeb 2008 - Mar 2010
Full Profile

Jeff West Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Area Sales Manager • Regional Sales Consultant • Sales Representative • Financial Manager • Operations Manager • Chief Executive • Pilot • Air Transportation Worker

Experience & Education

Position:
Product Portfolio Manager at Xcel Energy
Location:
Greater Denver Area
Industry:
Utilities
Work history:
Xcel Energy - Denver, COProduct Portfolio Managersince Apr 2001Astralloy Wear Technology - Western United States & CanadaWestern Regional Sales ManagerApr 1998 - Dec 2000
Full Profile

Dori Corbari Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Deputy Director • Deputy Manager • Chief Executive • Financial Manager • Office Assistant • Office Clerk • Clerical Specialist • Advertising Professional • Advertising Sales Agent • Customer Service • Client Service Officer • Project Managers • Founding Member • Marketing Manager • Advisor • Web Marketer • Medical Practice Professional • Medical Practitioner • Secretary • Retoucher • Photo Print Specialist • Photography Specialist • Property Manager • Real Estate Manager

Experience & Education

Position:
Executive Assistant/Office Manager at Intelligent Demand, Portfolio Manager at St. Charles Town...
Title:
Executive Assistant/Office Manager at Intelligent Demand
Location:
Denver, Colorado
Industry:
Marketing and Advertising
Work history:
Intelligent Demand - Greater Denver AreaExecutive Assistant/Office Managersince Jun 2013St. Charles Town Company LLC - Greater Denver AreaPortfolio Managersince May 2011
Full Profile

Dave Hardy Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Advertising Sales Agent • Financial Manager • Marketing Manager • Bachelor of Business Administration • Team Member

Experience & Education

Position:
Energy Portfolio Manager at Tri-State Generation & Transmission
Location:
Greater Denver Area
Industry:
Utilities
Work history:
Tri-State Generation & Transmission - Westminster, ColoradoEnergy Portfolio Managersince Nov 2012Tri-State Generation and Transmission Association - Westminster, COTerm MarketerOct 2007 - Nov 2012
Skills:
Energy, Natural Gas, Electric Power, Renewable Energy, Microsoft Office, Microsoft Excel,...
Full Profile

Linn Tanabe Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Territory Account Manager • Supplier • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Project Manager • Area Manager • Managers • Account Manager • Customer Service • Project Managers • Financial Manager

Experience & Education

Position:
Territory/Project Manager at North American Property Services
Title:
Territory/Project Manager
Location:
Greater Denver Area
Industry:
Facilities Services
Work history:
North American Property Services - Denver, COTerritory/Project Managersince Sep 2010SPHERA OPTICAL NETWORKS - Denver, ColoradoCarrier Account ManagerMar 2001 - May 2002
Full Profile

David Sturgeon Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Partner • Manager • Chief Executive • Operations Manager • Financial Manager

Experience & Education

Position:
Founding Partner/Portfolio Manager at R&D Capital Management
Location:
Greater Denver Area
Industry:
Investment Banking
Work history:
R&D Capital Management - Greater Denver AreaFounding Partner/Portfolio Managersince Jan 2013Capital Strategies,Inc Portfolio ManagerJul 2007 - Dec 2012
Skills:
Equities, Financial Modeling, Portfolio Management, Investments, Hedge Funds, Asset Managment,...
Full Profile

Matthew Blake Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Guide • Advisor • Tour Guide • School Principal • School Administrator • Educational Manager • Executive Vice President • Vice President • Chief Executive • Financial Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal - Executive Vice President at My Portfolio Guide, LLC.
Title:
My Portfolio Guide, LLC - Principal, Executive Vice President
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
My Portfolio Guide, LLC. - Rocky Mountain Region - Denver, COPrincipal - Executive Vice Presidentsince Oct 2012Capital Investment Counsel - Greater Denver AreaSenior Portfolio ManagerOct 2005 - Oct 2012
Full Profile

Susanna Wilson Denver, CO

Professions & Specialties

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

Experience & Education

Title:
Project Portfolio Manager at Clipper Windpower
Location:
Greater Denver Area
Industry:
Renewables & Environment
Work history:
Clipper Windpower Project Portfolio ManagerNov 2003 - Nov 2012
Skills:
Wind, Energy, Renewable Energy, Project Finance, Alternative Energy, Wind Turbines, Cleantech,...
Full Profile

Chris Roenfeldt Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Project Manager • Manager • Project Managers • Financial Manager • Operations Manager • Biotechnology Professional • Biologist • Biological Scientist • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Software Engineer • Software Developers

Experience & Education

Position:
Project Manager - Quality at Amgen
Title:
Project Manager at Amgen
Location:
Greater Denver Area
Industry:
Biotechnology
Work history:
Amgen - ColoradoProject Manager - Qualitysince May 2009Amgen - ColoradoProject Manager, Quality ControlSep 2006 - May 2009
Skills:
cGMP manufacturing, cGMP practices, Cross-functional Team Leadership, Strategic Planning, Resource...
Full Profile

Jim Harvey Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President-Credit Portfolio Manager at First Citizens Bank
Title:
Sr Vice President- Credit Portfolio Manager- First Citizens Bank & Trust.
Location:
Greater Denver Area
Industry:
Banking
Work history:
First Citizens Bank - Cherry Creek, Denver, COSenior Vice President-Credit Portfolio Managersince Jul 2011Colorado Capital Bank - Cherry Creek, Denver, COVice President- Commercial LoansOct 2006 - Jul 2011
Full Profile

Alex Danielski Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Accountant • Volunteer • Analyst • Apprentice • Non-Profit • Analysts • Commander • Manager • Financial Manager • Operations Manager • Student Worker • Marketing Manager • Web Marketer • Property Manager • Real Estate Manager

Experience & Education

Position:
Free Lance Accountant at Sole Proprietorship
Title:
Undergrad Student, Prospective Law Student
Location:
Greater Denver Area
Industry:
Accounting
Work history:
Sole Proprietorship - Greater Denver ArearFree Lance Accountantsince Oct 2012Farrell-Roeh Group - Greater Denver AreaPortfolio Analyst Intern, Tax Lein DepartmentJan 2012 - Mar 2012
Skills:
Customer Service, Cold Calling, Microsoft Office, Microsoft Excel, Sales, PowerPoint, Leadership,...
Full Profile

Randall Mauro Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Advisor • Counselor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Portfolio Manager / Wealth Advisor at Resnn Investments, LLC
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Resnn Investments, LLC Portfolio Manager / Wealth Advisorsince 2012Resnn Investments Private Equity Consultant2008 - 2012
Full Profile

Christine Gogan Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at Qwest Asset Management Company
Location:
Greater Denver Area
Industry:
Investment Management
Work history:
Qwest Asset Management Company Portfolio Manager
Full Profile

Jeremy Desruisseaux Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Instructor • Pedagogue • Lead Teacher • Educator • Education Professional • Host • Pilot • Air Transportation Worker • Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Flight Education Portfolio Manager/Chief Instructor at Jeppesen
Location:
Greater Denver Area
Industry:
Airlines/Aviation
Work history:
Jeppesen - Englewood,Colorado 80112Flight Education Portfolio Manager/Chief Instructorsince Oct 2008Diamond Aircraft Manager Diamond Flight Center NetworkAug 2007 - Oct 2008
Full Profile

Peter Watson Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Research Analyst • Research Assistant • Researcher • Survey Researcher • Owner • Chief Executive • Financial Manager • Counselor • Pilot • Construction • Moderator • Advisor • Air Transportation Worker • Auditor

Experience & Education

Position:
Assistant Research Analyst at City of Boulder, Local Environmental Action Division, Owner,...
Title:
Sustainable Building Professional
Location:
Greater Denver Area
Industry:
Construction
Work history:
City of Boulder, Local Environmental Action Division - Boulder, COAssistant Research Analystsince Jun 2012Sustainable Building Professional - Boulder, COOwner, Consultantsince Jun 2011
Full Profile

Catherine Brahan Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Construction • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Marketing Director • Financial Manager • Chief Executive • Physician • PR and Communications Professional • Public Relations Professinal • Office Clerk • Clerical Specialist • Hospital Care Professional • Student Worker • Health Professional • Health Practitioner • Market Analyst • Market Research Analyst • Entertainer • Website Developer

Experience & Education

Position:
Portfolio Manager at JSN Property Management
Location:
Greater Denver Area
Industry:
Real Estate
Work history:
JSN Property Management Portfolio Managersince Oct 2009Hattiesburg Clinic Freelance PR and Marketing DirectorOct 2008 - Feb 2009
Skills:
Property Management, Insurance Claim Management, Large Scale Construction Management, Event...
Full Profile

Stacie Gibson Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Servicer • Investor • Project Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Project Managers

Experience & Education

Position:
Portfolio Manager at Fannie Mae
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Fannie Mae - Greater Denver AreaPortfolio Managersince Sep 2009Clayton Holdings Project Lead2003 - 2009
Full Profile

John Kasic Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Senior Portfolio Manager at Colorado PERA
Location:
Golden, Colorado
Industry:
Investment Management
Work history:
Colorado PERA Senior Portfolio Managersince Jun 2007
Full Profile

Jae Saul Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Investigator • Counselor • Contractor • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Independent Business Owners • Financial Manager • Real Estate Sales Agent • Financial Officer • General and Operations Manager • Director of Operations • Operations Manager • Management Team Executive

Experience & Education

Position:
Real Estate Consultant at Adia Investments
Title:
Investigator | Colorado Department of Regulatory Agencies
Location:
Greater Denver Area
Industry:
Real Estate
Work history:
Adia Investments - Denver, COReal Estate Consultantsince 2012PMH Financial, a Stewart Company - Denver, COPortfolio Manager2008 - 2011
Full Profile

Erika Kaufman Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Chief Executive • Financial Manager • Agent • Sales Representative • Construction • Real Estate Sales Agent • Services Professional • Sales and Service Specialist • Sales Agent

Experience & Education

Position:
Vice President - Global Corporate Services at DTZ
Title:
Real Estate Professional
Location:
Greater Denver Area
Industry:
Real Estate
Work history:
DTZ - Greenwood Village, COVice President - Global Corporate Servicessince Oct 2010J. Herzog & Sons Inc Regional Portfolio ManagerDec 2003 - Oct 2010
Full Profile

Jo-ann Poulsen Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Boulder Portfolio Manager at United Western Bank
Location:
Greater Denver Area
Industry:
Banking
Work history:
United Western Bank Boulder Portfolio Manager
Full Profile

Dominic Kennedy Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Advertising Professional • Advertising Sales Agent • Illustrator • Graphic Design Specialist • Graphic Designer • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Acrobat • Financial Manager

Experience & Education

Position:
Product Portfolio Manager at Xcel Energy
Location:
Greater Denver Area
Industry:
Marketing and Advertising
Work history:
Xcel Energy - Denver, COProduct Portfolio Managersince Dec 2008Descoma - Denver, COMarketing Solutions SpecialistJan 2008 - Dec 2008
Certifications:
Lean Six Sigma green belt, Purdue University
Full Profile

Maureen Dewar Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Officer, Portfolio Manager at Guaranty Bank
Location:
Greater Denver Area
Industry:
Banking
Work history:
Guaranty Bank Officer, Portfolio Manager
Full Profile

Joe Hertig Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Vice President/PIA Portfolio Manager at Merrill Lynch
Title:
Vice President-Resident Director at Merrill Lynch
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Merrill Lynch Vice President/PIA Portfolio Managersince Jun 2010Smith Barney Vice President-Wealth ManagementDec 2000 - Jun 2010
Skills:
Emerging Markets, Portfolio Management, Finance, Series 7, Strategic Financial Planning, Small...
Full Profile

Russ Pierson Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at Trust Company of America
Location:
Greater Denver Area
Industry:
Investment Management
Work history:
Trust Company of America Portfolio Manager
Full Profile

Corey Kemp Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Portfolio manager at republic national distributing
Location:
Greater Denver Area
Industry:
Wine and Spirits
Work history:
Republic national distributing Portfolio manager
Full Profile

Ben Torrez Denver, CO

Professions & Specialties

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

Experience & Education

Position:
CIMA(R), CTP, Wealth Management Advisor - Portfolio Manager at Merrill Lynch
Title:
CIMA(R), CTP, Financial Advisor at Merrill Lynch
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Merrill Lynch CIMA(R), CTP, Wealth Management Advisor - Portfolio Managersince Mar 2005
Skills:
Wealth Management, Retirement Planning, Retirement, Strategic Financial Planning, Banking,...
Full Profile

Susy Walmsley Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Branch Portfolio Manager at UWB, Branch Portfolio Manager at United Western Bank
Title:
Branch Portfolio Manager at UWB
Location:
Greater Denver Area
Industry:
Banking
Work history:
UWB Branch Portfolio ManagerUnited Western Bank Branch Portfolio Managersince 2007
Full Profile

Tracy Tarver Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Sr. Portfolio Manager at US Bank
Location:
Greater Denver Area
Industry:
Banking
Work history:
US Bank Sr. Portfolio Manager
Full Profile

Ben Marwitz Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Financial Manager • Supporting Member • Team Member • Contractor • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Manager, Air Service Development at Denver International Airport
Title:
Air Service Development at Denver International Airport
Location:
Greater Denver Area
Industry:
Aviation & Aerospace
Work history:
Denver International Airport Manager, Air Service Developmentsince Dec 2012Weatherstone Capital Associate Portfolio ManagerAug 2010 - Dec 2012
Skills:
Portfolio Management, Financial Analysis, Forecasting, Fundamental Analysis, Investment Strategies, ...
Full Profile

Dickson Griswold Denver, CO

Professions & Specialties

Certified Financial Planner • Portfolio Manager • Puchasing and Estimating Manager • Investment Analyst • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chairperson • Vice President • Chief Executive • Financial Manager • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President / CFP at Highwater Wealth Management LLC
Title:
President at Highwater Wealth Management LLC
Location:
Denver, Colorado
Industry:
Investment Management
Work history:
Highwater Wealth Management LLC - Denver, ColoradoPresident / CFPsince Jul 2011CoBiz Wealth Management - Denver, COSr VP / Portfolio Manager / CFPMay 2006 - Jul 2011
Certifications:
Certified Financial Planner, Financial Planning Association
Series 65 / Registered Investment Advisor, FINRA
Full Profile

Michael Moses Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Founder • Founding Member • Chief Executive • Financial Manager • School Principal • School Administrator • Educational Manager • Advisor

Experience & Education

Position:
Founder, Portfolio Manager at Moses Investment Company, LLC, Principal at AIAP Investment...
Title:
Founder, Portfolio Manager at Moses Investment Company, LLC
Location:
Greater Denver Area
Industry:
Investment Management
Work history:
Moses Investment Company, LLC - Greenwood Village, ColoradoFounder, Portfolio Managersince Jan 2013AIAP Investment Management LLC Principalsince Jan 2011
Full Profile

Brian Beede Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Manager • Financial Manager • Operations Manager • Sales Representative • Analysts

Experience & Education

Position:
Real Estate Portfolio Manager - Americas at IHS
Location:
Greater Denver Area
Industry:
Commercial Real Estate
Work history:
IHS Real Estate Portfolio Manager - Americassince Mar 2013Level 3 Communications CRE Transaction ManagerMar 2010 - Mar 2013
Skills:
Real Estate, Tenant Representation, Business Strategy, Strategic Planning, Landlords, Acquisitions, ...
Full Profile

Peter Baumgartner Denver, CO

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Legislator

Experience & Education

Position:
First Vice President, Senior Portfolio Manager, and Financial Advisor at Morgan Stanley
Title:
First Vice President and Senior Portfolio Manager at Morgan Stanley
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Morgan Stanley - Boulder, COFirst Vice President, Senior Portfolio Manager, and Financial Advisorsince Jul 2008Town of Lyons, CO Trustee2004 - 2009
Full Profile

Meredith Gall Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Vice President - Asset Based Finance - Portfolio Management at U.S. Bank
Location:
Denver, Colorado
Industry:
Financial Services
Work history:
U.S. Bank - Greater Denver AreaVice President - Asset Based Finance - Portfolio Managementsince Aug 2012US Bank - San Francisco Bay AreaVice President - Asset Based Finance - Business DevelopmentMar 2008 - Aug 2012
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Jeff Nicholas Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Produce Manager • Senior Vice President • Chief Executive Officer • Production Manager • Project Managers • Vice President • Chief Executive • Financial Manager • Corporate Executive • Project Manager • Agent • Sales Representative

Experience & Education

Position:
Senior Vice President, UMA and Rep as PM Product Manager at Envestnet Asset Management
Title:
SVP, UMA and Rep as PM Product Manager at Envestnet Asset Management
Location:
Greater Denver Area
Industry:
Investment Management
Work history:
Envestnet Asset Management - Greater Denver AreaSenior Vice President, UMA and Rep as PM Product Managersince Dec 2006Harris Bank / Bank of Montreal - Greater Chicago AreaManaging Director Harris Investment ServicesJan 2000 - Dec 2006
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Kate Gurevich Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Project Manager • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager • Project Managers • Financial Manager

Experience & Education

Position:
Project Portfolio Manager at W.J. Bradley Mortgage Capital, LLC
Title:
Project Manager at W.J. Bradley Mortgage Capital, LLC
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
W.J. Bradley Mortgage Capital, LLC - Greater Denver AreaProject Portfolio Managersince May 2013Janus Capital Group Financial Reporting AnalystJan 2008 - May 2013
Languages:
English, Russian, Spanish, French
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Stephen Owsley Denver, CO

Professions & Specialties

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

Experience & Education

Title:
Portfolio Manager at Madison Street Partners
Location:
Greater Denver Area
Industry:
Investment Management
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Russell Pierson Denver, CO

Professions & Specialties

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

Experience & Education

Title:
Portfolio Manager at Trust Company of America
Location:
Greater Denver Area
Industry:
Investment Management
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Portfolio Managers near Denver, CO0918273645WestminsterEnglewoodLittletonArvada