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Portfolio Managers in Florida

Portfolio Managers in Fort Pierce, FL

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40 results found

Ron Quinlan Fort Pierce, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Manager

Experience & Education

Title:
Portfolio Manager at Comerica Asset Management
Location:
Fort Pierce, Florida Area
Industry:
Investment Management
Full Profile

Ronald Quinlan Fort Pierce, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Manager

Experience & Education

Title:
Portfolio Manager at Comerica Asset Management
Location:
Fort Pierce, Florida Area
Industry:
Investment Management
Full Profile

Lynnette Navarro Fort Pierce, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Chief Administrative Officer • Operations Manager • Chief Executive • Assistant Property Manager • Property Manager • Real Estate Manager • Supervisor • Team Member • Managers

Experience & Education

Work

Company:
Firstservice residential
Portfolio manager
Company:
Condominium concepts, inc - Stuart, FL
Portfolio manager

Skills

Skills Computer and Internet literate; fast typing abilities. Knowledge of Word, Excel,...
Full Profile

Peter Kakoyannis Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Title:
Senior Portfolio Manager at UBS
Location:
Fort Pierce, Florida Area
Industry:
Investment Management
Full Profile

Carol Bieber Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager and CCO at Professional Advisory Services, Inc
Location:
Fort Pierce, Florida Area
Industry:
Investment Management
Work history:
Professional Advisory Services, Inc Portfolio Manager and CCOsince 1998
Full Profile

D. Kambour Fort Pierce, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Manager • Group Manager • Chief Executive • Financial Manager • Operations Manager • Account Service Manager • Client Service Officer • Customer Service • Production Manager • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist • Advisor • Nurse Practitioner

Experience & Education

Position:
Vice President Portfolio Manager at Bank of America Merchant Services
Location:
Fort Pierce, Florida Area
Industry:
Banking
Work history:
Bank of America Merchant Services Vice President Portfolio Managersince Apr 2010JP Morgan Chase/Chase Paymentech Solutions VP/Group ManagerOct 2008 - Apr 2010
Skills:
Product use, payment processing best practices, transaction reconciliation, project management...
Full Profile

Willie Talley Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Title:
FL Small Business Portfolio Manager at TD Bank Group
Location:
Fort Pierce, Florida Area
Industry:
Banking
Full Profile

Michele Sias Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Title:
Portfolio Manager at Riverside Bank
Location:
Fort Pierce, Florida Area
Industry:
Banking
Full Profile

Carol Bieber Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager and CCO at Professional Advisory Services, Inc
Location:
Fort Pierce, Florida Area
Industry:
Investment Management
Work history:
Professional Advisory Services, Inc Portfolio Manager and CCOsince 1998
Full Profile

Ricardo Rangel Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Position:
AVP, Business Banking Portfolio Manager at Florida Community Bank
Location:
Port Saint Lucie, Florida
Industry:
Financial Services
Work history:
Florida Community Bank - Port Saint Lucie, FLAVP, Business Banking Portfolio Managersince Jun 2013Florida Community Bank - 1301 SE Port Saint Lucie Blvd, Port Saint Lucie, FL 34952CollectorJun 2010 - May 2013
Full Profile

Roberta Pickens Fort Pierce, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Manager • Owner • Operations Manager • Financial Manager • Chief Executive • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Host • Certified Nurse Aide • Nurse • Nurse Practitioner • Biologist • Biological Scientist

Experience & Education

Position:
Portfolio Manager at Inverse Investments, LLC, Acquisition Manager at Treasure Coast Asset Service, ...
Title:
Acquisition Manager at Treasure Coast Asset Service, LLC
Location:
Fort Pierce, Florida Area
Industry:
Real Estate
Work history:
Inverse Investments, LLC Portfolio Managersince Jan 2011Treasure Coast Asset Service, LLC - Hobe Sound, FLAcquisition Managersince Jan 2011
Full Profile

Sammy A Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Title:
Portfolio Manager - Morgan Stanley Smith Barney
Location:
Fort Pierce, Florida Area
Industry:
Financial Services
Full Profile

Samuel A. Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Title:
Portfolio Manager - Morgan Stanley Smith Barney
Location:
Fort Pierce, Florida Area
Industry:
Financial Services
Full Profile

Jeffrey Chandler Fort Pierce, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Credit Analyst • Loan Accountant • Financial Manager • Customer Service • Client Service Officer • Recruitment

Experience & Education

Position:
Senior Credit Analyst and Portfolio Manager at FirstCity Bank of Commerce
Title:
Senior Credit Analyst at FirstCity Bank of Commerce
Location:
Fort Pierce, Florida Area
Industry:
Banking
Work history:
FirstCity Bank of Commerce Senior Credit Analyst and Portfolio Managersince Mar 2012TD Bank Commercial Credit AnalystMar 2009 - Mar 2012
Full Profile

Joel Lipton Fort Pierce, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Owner • Manager • Chairperson • Chief Executive • Financial Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Owner, Portfolio manager at Lipton Capital Management
Title:
Yacht Broker
Location:
Fort Pierce, Florida Area
Industry:
Recreational Facilities and Services
Work history:
Lipton Capital Management Owner, Portfolio managersince 1992United Yacht Sales - Stuart, FloridaPast President2003 - Jun 2013
Full Profile

David Bryan Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Position:
Retired at Home
Location:
Fort Pierce, Florida Area
Industry:
Financial Services
Work history:
Home - Vero Beach, Fl.Retiredsince Jan 2012Northern Trust Vice-PresidentAug 2000 - Dec 2011
Skills:
Banking, Investment Management, ETFs, Investment Banking, Investment Advisory, Financial Analysis,...
Full Profile

Sammy Bruning Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at Morgan Stanley Smith Barney
Title:
Portfolio Manager - Morgan Stanley Smith Barney
Location:
Fort Pierce, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Portfolio Managersince Aug 2009Wells Fargo Advisors, LLC Financial AdvisorFeb 2007 - Aug 2009
Skills:
Asset Management, Estate Planning, Wealth Management, Financial Planning, 529 Plans, Municipal...
Full Profile

Samuel Bruning Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at Morgan Stanley Smith Barney
Title:
Portfolio Manager - Morgan Stanley Smith Barney
Location:
Fort Pierce, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Portfolio Managersince Aug 2009Wells Fargo Advisors, LLC Financial AdvisorFeb 2007 - Aug 2009
Skills:
Asset Management, Estate Planning, Wealth Management, Financial Planning, 529 Plans, Municipal...
Full Profile

J.c. Britt Fort Pierce, FL

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
First Vice President, Portfolio Manager, Financial Advisor at Morgan Stanley
Title:
First Vice President, Financial Advisor at Morgan Stanley
Location:
Fort Pierce, Florida Area
Industry:
Investment Management
Work history:
Morgan Stanley - 3525 Ocean Drive, Vero Beach FL 32963First Vice President, Portfolio Manager, Financial Advisorsince Sep 2010UBS Financial Services VICE PRESIDENT-INVESTMENTSMay 2007 - Sep 2010
Full Profile

Brian Scheuble Fort Pierce, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Director • Operations Manager • Financial Manager • Vice President • Chief Executive • Business Administrator • Bachelor of Science • Student Worker

Experience & Education

Work

Company:
Red compass, llc
Director of sales and marketing
Company:
Personal portfolio manager - Port Saint Lucie, FL

Skills

Management, MS Office, Marketing, Operations, Finance, Sales, Customer Service, Web Design,...
Full Profile

David Willis Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at TD Bank Group, Senior Vice President at Riverside National Bank of Florida -...
Title:
Vice President at TD Bank
Location:
Fort Pierce, Florida Area
Industry:
Banking
Work history:
TD Bank Group Portfolio Managersince Apr 2010Riverside National Bank of Florida - Riverside Bank Senior Vice Presidentsince 1994
Skills:
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Credit Analysis
Full Profile

Ray Neubauer Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Position:
Senior Portfolio Manager, Wealth Advisor & Senior Vice President at Morgan Stanley
Title:
Senior Portfolio Manager & Wealth Advisor at Morgan Stanley
Location:
Fort Pierce, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley - 3525 Ocean Drive Vero Beach, FL 32963Senior Portfolio Manager, Wealth Advisor & Senior Vice Presidentsince Jul 2002Northern Trust Global Investments Vice PresidentDec 1997 - Jul 2002
Full Profile

South Florida Fort Pierce, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Counselor • Advisor • Area Manager • Managers • Sports Trainer • Sports Trainers • District Manager • Owner • Financial Manager • Region Manager • Chief Executive

Experience & Education

Work

Company:
Starbucks coffee company
District manager licensed operations
Company:
Espresso international, llc - Nashville, TN
Owner

Skills

Trained and certified in Situational Leadership, Increasing Human Effectiveness, Fierce...
Full Profile

Jonathan Page Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Title:
Independent Research Professional
Location:
Fort Pierce, Florida Area
Industry:
Investment Management
Work history:
Currently Retired Investment Portfolio ManagerJul 1969 - Feb 2007
Full Profile

Michael Lyster Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Position:
Vp senior portfolio manager at Northern Trust
Title:
vp at Northern Trust
Location:
Fort Pierce, Florida Area
Industry:
Investment Management
Work history:
Northern Trust - Vero beach fl 32968Vp senior portfolio managersince Nov 2005
Full Profile

Chiara Mcclure Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at Oxford Management Services
Title:
--Portfolio Manager
Location:
Fort Pierce, Florida Area
Industry:
Financial Services
Work history:
Oxford Management Services Portfolio Managersince Jan 2004
Full Profile

Raymond Neubauer Fort Pierce, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Senior Vice President • Marketing Manager • Vice President • Chief Executive • Financial Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Branch Manager, Senior Vice President, Wealth Advisor & Portfolio Manager at Morgan Stanley Smith Barney
Location:
Fort Pierce, Florida Area
Industry:
Financial Services
Full Profile

Mike Lyster Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Position:
Portfolio manager at Northern Trust
Location:
Fort Pierce, Florida Area
Industry:
Financial Services
Work history:
Northern Trust Portfolio manager
Full Profile

Michael Lyster Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Position:
Portfolio manager at Northern Trust
Location:
Fort Pierce, Florida Area
Industry:
Financial Services
Work history:
Northern Trust Portfolio manager
Full Profile

Dennis Oleszkowicz Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Title:
First Vice President-Investments, Portfolio Manager at UBS
Location:
Fort Pierce, Florida Area
Industry:
Financial Services
Full Profile

Aj Slater Fort Pierce, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Information Technology Specialist • IT Specialist • Financial Manager

Experience & Education

Position:
Portfolio Manager at Self
Location:
Fort Pierce, Florida Area
Industry:
Information Technology and Services
Work history:
Self Portfolio Manager
Full Profile

Dee Giannotti Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at Cypress Capital Group, Inc.
Location:
Fort Pierce, Florida Area
Industry:
Financial Services
Work history:
Cypress Capital Group, Inc. Portfolio Manager
Full Profile

Lisa Satur Fort Pierce, FL

Professions & Specialties

Loan Officer • Loan Officers • Investment Analyst • Puchasing and Estimating Manager • Assistant Vice President • Owner • Assistant Branch Manager • Vice President • Chief Executive • Business Unit Manager • Business Administration Specialist • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sports Trainer • Sports Trainers • Financial Manager

Experience & Education

Position:
Assistant Vice President/ Commercial Loan Officer at Harbor Community Bank
Location:
Fort Pierce, Florida Area
Industry:
Banking
Work history:
Harbor Community Bank - Stuart, FlAssistant Vice President/ Commercial Loan Officersince Aug 2012BankUnited - Martin CountyAssistant Branch ManagerAug 2011 - Aug 2012
Executive Loan Assistant and Portfolio Manager at Seacoast National Bank
Full Profile

Michele Mulrooney Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Work

Company:
Seacoast national bank - Stuart, FL
Senior loan operations associate
Company:
Florida community bank - Stuart, FL
Commercial lending assistant/special assets assistant
Full Profile

Shelley Shipe Fort Pierce, FL

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Accounting Bookkeeper • Bookkeeper • Sales Person • Sales Representative • Chief Administrative Officer • Chief Executive • Accounts Payable • Accounts Payable Specialist • Accounts Receivable • Assistant Vice President • Chief Executive Officer • Financial Officer • Financial Manager • Corporate Executive • Baker • Coordinator • Office Assistant • Non-Profit • Managers • Office Clerk • Clerical Specialist • Builder • Construction Specialist • Construction Laborer • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Title:
Accounting Professional
Location:
Fort Pierce, Florida Area
Industry:
Accounting
Work history:
Holiday Builders, Inc Sales AssistantJul 2005 - Aug 2009Sullivan Homes, Inc Sales AssistantJul 2002 - Apr 2005
Director of Research and Senior Portfolio Manager at Ferris
Full Profile

William Kassler Fort Pierce, FL

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Senior Project Manager • Senior Manager • Operations Manager • Counselor • Advisor • Financial Manager • Education Administrator • HR Manager • Associate in Applied Science • Computer Specialist

Experience & Education

Work

Company:
Bank of america
Senior project manager (consultant)
Company:
Ibm corporation - Poughkeepsie, NY
Senior project manager

Skills

Six Sigma, Rational Portfolio Manager, Agile, Quality Assurance, Integrated Product Development...
Full Profile

Lisa Leger Fort Pierce, FL

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Vice President • Manager • Chief Executive • Operations Manager • Chief Administrative Officer • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
VP - Post Closing Manager at Seacoast National Bank
Location:
Fort Pierce, Florida Area
Industry:
Banking
Work history:
Seacoast National Bank - Stuart, FLVP - Post Closing Managersince Dec 2011Seacoast National Bank - Stuart, FLAVP - Loan AdministrationJun 2008 - Dec 2011
Portfolio Manager at KeyBank Real Estate Capital
Full Profile

Jerry Kieft Fort Pierce, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Executive Officer • Founder • Chairperson • Corporate Executive • Chief Executive • Founding Member • Operations Manager • Financial Manager • Advisor

Experience & Education

Title:
Chief Executive Officer at GelStat Corporation Founder/President at Wall Street Resources, Inc.
Location:
Fort Pierce, Florida Area
Industry:
Investment Banking
Full Profile

Doris Parent Fort Pierce, FL

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Property Manager • Real Estate Manager • Senior Vice President • Vice President • Manager • Director • Financial Manager • Chief Executive • Operations Manager • Master of Business Administration

Experience & Education

Work

Company:
Our management company
Company:
Development consultants, (dci) management company
Property manager
Full Profile

Matthew Fontaine Fort Pierce, FL

Professions & Specialties

Portfolio Manager • Lending Officer • Investment Analyst • Puchasing and Estimating Manager • Loan Specialist • Loan Officers • Associate of Arts • Credit Analyst • Loan Accountant • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Work

Company:
University of south florida
Special assets officer
Company:
University of south florida
Associate of arts
Full Profile

Portfolio Managers near Fort Pierce, FL04998147196245West Palm BeachMelbourneJupiterPalm BeachVero BeachStuartHobe SoundPalm City


Portfolio Managers around Fort Pierce, FL

Hobe Sound  (2)
Jupiter  (16)
Melbourne  (30)
Palm Beach  (15)
Palm City  (2)
Stuart  (4)
Vero Beach  (10)
West Palm Beach  (244)

Portfolio Managers in Florida

Sub-specializations

Portfolio Manager  (40)