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Portfolio Managers in Iowa

Portfolio Managers in Dubuque, IA

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Here is a complete directory of most local Portfolio Managers in Dubuque, IA.

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19 results found

Russ Illich Dubuque, IA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Information Technology Specialist • IT Specialist • Senior Project Manager • Financial Manager • Senior Manager • Operations Manager • Software Developers • Project Managers • Corporate Executive • Chief Executive • Analysts

Experience & Education

Position:
Portfolio Manager at IBM - Global Technology Services
Title:
Portfolio Manager at IBM
Location:
Dubuque, Iowa
Industry:
Information Technology and Services
Work history:
IBM - Global Technology Services - Dubuque, Iowa AreaPortfolio Managersince Aug 2013IBM - Global Technology Services - Dubuque, Iowa AreaSenior Project ManagerApr 2011 - Aug 2013
Full Profile

Tanya Bottomley Dubuque, IA

Professions & Specialties

Portfolio Manager • Banker • Loan Administrator • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Credit Manager • Loan Officers • Financial Manager

Experience & Education

Position:
Business Banking Portfolio Manager at Dubuque Bank & Trust
Location:
Dubuque, Iowa Area
Industry:
Banking
Work history:
Dubuque Bank & Trust Business Banking Portfolio Managersince Jan 2007East Dubuque Savings Bank Lead Loan AdministratorAug 2003 - Jan 2007
Skills:
Banking, Credit, Loans, Credit Analysis, SBA 504
Full Profile

Jeff Jochum Dubuque, IA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Financial Manager • Chief Executive

Experience & Education

Position:
Senior Portfolio Manager at Dubuque Bank & Trust
Location:
Dubuque, Iowa Area
Industry:
Banking
Work history:
Dubuque Bank & Trust Senior Portfolio ManagerHeartland Financial USA, Inc. V.P. - Loan ReviewApr 1996 - Oct 2012
Full Profile

Stella Runde Dubuque, IA

Professions & Specialties

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

Experience & Education

Position:
Strategic Alliance Manager at Platinum Supplemental Insurance, Inc.
Location:
Dubuque, Iowa Area
Industry:
Insurance
Work history:
Platinum Supplemental Insurance, Inc. Strategic Alliance Managersince Aug 2013Dubuque Bank & Trust Portfolio ManagerAug 2008 - Aug 2013
Full Profile

Michael Flood Dubuque, IA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager • Construction • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Research Specialist • Research Scientist • Paralegal • Student Worker

Experience & Education

Position:
AVP - Equity Manager at Dubuque Bank & Trust
Location:
Dubuque, Iowa
Industry:
Investment Management
Work history:
Dubuque Bank & Trust AVP - Equity Managersince Jun 2010Steele Capital Management Portfolio ManagerJun 2009 - Jun 2010
Full Profile

John Mcclain Dubuque, IA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Manager • Chief Executive • Financial Manager • Operations Manager • Master of Business Administration • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Administrator • Educational Manager

Experience & Education

Position:
VP, Portfolio Manager at American Trust & Savings Bank
Location:
Dubuque, Iowa Area
Industry:
Investment Management
Work history:
American Trust & Savings Bank VP, Portfolio Managersince 2011University of Iowa Foundation Investment Manager2007 - 2010
Full Profile

Sarah Reicks Dubuque, IA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Credit Analyst • Loan Accountant • Financial Manager

Experience & Education

Position:
AVP / Investment Officer / Data and Investment Specialist at Dubuque Bank & Trust
Title:
CFA / AVP / Investment Officer at Dubuque Bank & Trust
Location:
Dubuque, Iowa Area
Industry:
Investment Management
Work history:
Dubuque Bank & Trust AVP / Investment Officer / Data and Investment Specialistsince Dec 2001US Bank Credit AnalystDec 2000 - Dec 2001
Full Profile

David Kessler Dubuque, IA

Professions & Specialties

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

Experience & Education

Position:
Vice President - Investment Officer, Fundamental Choice Portfolio Manager at Wells Fargo Advisors, LLC
Title:
Vice President - Investment Officer at Wells Fargo Advisors, LLC
Location:
Dubuque, Iowa Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - 2100 Asbury Road, Dubuque, Iowa 52001Vice President - Investment Officer, Fundamental Choice Portfolio Managersince Jul 1990
Full Profile

Lisa Diers Dubuque, IA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Credit Analyst • Loan Accountant • Financial Manager • Real Estate Manager

Experience & Education

Position:
Senior Credit Analyst at Community Savings Bank
Location:
Dubuque, Iowa Area
Industry:
Banking
Work history:
Community Savings Bank Senior Credit Analystsince Nov 2005Guaranty Bank & Trust Portfolio ManagerJun 2003 - Nov 2005
Full Profile

Shadi Dawood Dubuque, IA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Project Manager • Program Director • Manager • Project Managers • Financial Manager • Operations Manager • Master of Business Administration

Experience & Education

Work

Company:
Nice systems
Engagement manager
Company:
Ibm - Dubuque, IA
Project manager

Skills

Public Speaking
Full Profile

Matt Dolsky Dubuque, IA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Owner • Financial Manager • Chief Executive • Project Managers • Operations Manager • Property Manager • Real Estate Manager

Experience & Education

Title:
Portfolio Manager / Managment Trainee at Heartland Financial USA, Inc. Owner at Dolsky Packaging and Assembly
Location:
Dubuque, Iowa Area
Industry:
Banking
Full Profile

Andrew Gall Dubuque, IA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Apprentice • Financial Manager • Student Worker

Experience & Education

Work

Company:
Laura gall retirement fund
Portfolio manager
Company:
Loras college - Dubuque, IA
Finance intern
Full Profile

Michael Loebach Dubuque, IA

Professions & Specialties

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

Experience & Education

Title:
Portfolio Manager at Steele Capital Management, LLC
Location:
Dubuque, Iowa Area
Industry:
Financial Services
Full Profile

Tami Holl Dubuque, IA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Human Resources Generalist • Human Resource Manager • Recruitment • Director • Financial Manager • Operations Manager • Managers • Client Service Officer • Customer Service

Experience & Education

Title:
Human Resources Generalist at Mystique Casino
Location:
Dubuque, Iowa Area
Industry:
Gambling & Casinos
Full Profile

Sarah Reicks Dubuque, IA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Assistant Vice President • Vice President • Chief Executive • Financial Manager • Bachelor of Arts • Financial Analyst • Loan Accountant

Experience & Education

Work

Company:
Dubuque bank & trust wealth management
Assistant vice president
Company:
Db&t wmg
Investment officer

Skills

Software: TrustRite, Advent (APX/Moxy), Bloomberg, MS Office Suite, SunGard Planning Station
Full Profile

Andrew Gall Cincinnati, OH

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Manager • Student Worker • Agent • Sales Representative • Analyst • Analysts • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Database Administration Professional • Database Administrator

Experience & Education

Position:
Business Development at BR Printers, Portfolio Manager at D & L Retirement Fund
Title:
Digital Print Specialist | Print on Demand Expert | Web to Print Solutions
Location:
Cincinnati Area
Industry:
Printing
Work history:
BR Printers - San Jose, CA, Independence, KY, & East Windsor, NJBusiness Developmentsince Apr 2012D & L Retirement Fund Portfolio Managersince Apr 2010
Skills:
PowerPoint, Twitter, Facebook, LinkedIn, Customer Service, Excel, FileMaker, Salesforce.com,...
Full Profile

Jarid Brockman Chicago, IL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor AAMS®
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince 2009Heacock & Jones - Dubuque IAAssistant Portfolio Manager2007 - 2008
Certifications:
Accredited Asset Management Specialist, College of Financial Planning
Series 7, Securities Exchange Commission
Full Profile

Phillip Kelly Orlando, FL

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Project Manager • SharePoint Administrator • Information Technology Specialist • Network Systems Administrator • Computer Network Professional • Network Administrator • IT Specialist • Master of Science • Director • Vice President of Sales • Financial Director • Project Managers • Operations Manager • Vice President • Chief Executive • Financial Officer • Financial Manager • Spokesperson • Representative • Advisor • Systems Administrator • Computer Systems Administrator • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Sr. Project Manager at Express Scripts
Location:
Orlando, Florida Area
Industry:
Information Technology and Services
Work history:
Express Scripts - Orlando, FloridaSr. Project Managersince Dec 2012Sears Holdings Corporation Sr. Project MangerJul 2012 - Nov 2012
Skills:
Project Portfolio Management, PMP, SDLC, PMO
Project/Portfolio Manager
Full Profile

Di Barbaro New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Technology Manager • Financial Manager • Technical Managers • Visionary • Planner

Experience & Education

Work

Company:
Pfizer - New York, NY
Business technology manager
Company:
Aris corporation - New York, NY
Senior trainer
Full Profile




Sub-specializations

Portfolio Manager  (19)