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Portfolio Managers in Fort Worth, TX

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60 results found

Dan Rudnitsky Fort Worth, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentManagerProduce ManagerFinancial ManagerChief ExecutiveOperations ManagerProduction ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPartnerProject ManagersBusiness AdministratorService Operations ExpertTeam MemberServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Portfolio Manager and VP of Product Development at SMH Capital Advisors
Location:
Fort Worth, Texas
Industry:
Financial Services
Work history:
SMH Capital Advisors - Fort Worth, TexasPortfolio Manager and VP of Product Developmentsince Sep 2012New York Life Insurance Company - Greater New York City AreaInvestment Product/Platform Manager and DeveloperNov 2010 - Jul 2012
Skills:
Securities, Mutual Funds, Series 7, Asset Management, Investments, Wealth Management, Asset...

Shawna Stiles Fort Worth, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerMarketing ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Investment Associate at Merrill Lynch
Location:
North Richland Hills, Texas
Industry:
Financial Services
Work history:
Merrill Lynch - Fort Worth, TXInvestment Associatesince Jan 2010Morgan Stanley Smith Barney - Fort Worth, TXPortfolio Management AssociateMar 2008 - Jan 2010

Sean Christie Fort Worth, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial ConsultantCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinancial ManagerChief ExecutiveCorporate Executive

Experience & Education

Work

Company:
Assets for alchemy ventures inc
Statistical arbitrage portfolio manager of sma
Company:
Esposito global - Dallas, TX
Quantitative portfolio manager

Vickie Pacek Fort Worth, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Manager

Experience & Education

Work

Company:
Bethesda gardens senior living community
Company:
Premier communities - Fort Worth, TX
Association portfolio manager

Octavio Tovar Fort Worth, TX

Professions & Specialties

TraderPortfolio ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerBranch ManagerField Marketing SpecialistMarketing AdministratorMarketing ManagerFinancial Manager

Experience & Education

Position:
Associated Person / Branch Manager at Structured Markets Inc, CTA
Title:
Independent Proprietary Trader
Location:
Fort Worth, Texas
Industry:
Capital Markets
Work history:
Structured Markets Inc, CTA - Fort Worth, TexasAssociated Person / Branch ManagerGeneric Trading / Assent / EchoTrade - USAEquities Portfolio Manager
Languages:
Spanish, English
Certifications:
Series 7, 63, 3 and 30, FINRA / NFA

Bonnie Castillo Fort Worth, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerArea Sales ManagerRegional Sales ConsultantSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerOperations Manager

Experience & Education

Title:
Regional Sales Manager
Location:
Fort Worth, Texas
Industry:
Financial Services
Work history:
Apex Capital Corp - Fort WorthRegional Sales ManagerJun 2009 - Jun 2013Orange Commercial Credit Portfolio Manager2006 - 2009
Skills:
Factoring, Underwriting, Credit, Finance, Credit Analysis, Loans, Credit Risk, Financial Analysis,...

Ivette Newman Fort Worth, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial ManagerOperations ManagerBusiness AdministratorBilingual Communications SpecialistLinguistLanguage SpecialistNotaryLawyersDepartment Store SalespersonRetail ProfessionalRetail SalespersonServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Work

Company:
Self employed - Dallas-Fort Worth, TX
Realtor, real property portfolio manager

Skills

Languages, Credentials and Skills: Bi-lingual, Spanish, (also Italian), Certified Court Translator, ...

Elli Weng Fort Worth, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerApprenticeFinancial ManagerStudent WorkerOffice ClerkClerical SpecialistSales Representative

Experience & Education

Work

Company:
William c. conner educational investment fund
Portfolio manager
Company:
Xto energy inc.--a subsidiary of exxonmobil
Revenue accountant intern

Skills

Accounting at intermediate level; Usage of Excel, Word, PowerPoint; Fluent language skills in...

W. Perras Fort Worth, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerChief Executive OfficerManagerCorporate ExecutiveChief ExecutiveOperations ManagerFinancial ManagerSchool PrincipalSchool AdministratorEducational ManagerBiological Scientist

Experience & Education

Work

Company:
Geopure hydrotechnologies, llc
Chief executive officer
Company:
Apothecary capital llc - Chicago, IL
Principal/portfolio manager

April Sims Fort Worth, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerAnalystAnalystsFinancial Manager

Experience & Education

Work

Company:
Fannie mae
Inquiry resolution management and communications analyst
Company:
Saxon mortgage
Asset portfolio manager

Skills

MSP, FISERV, LPS, Experian, Core Logic (Realquest), Microsoft Suite, Management Tools: Nice, Avaya...

William Yang Fort Worth, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerResearch AnalystResearch AssistantResearcherSurvey ResearcherManagerFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Rushmore investment advisors
Portfolio manager and research analyst
Company:
Shenyin & wanguo securities co., ltd
Manager

Frandra Campbell Fort Worth, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentChief ExecutiveFinancial Manager

Experience & Education

Work

Company:
Activities
Company:
Diamler chrysler - Roanoke, TX
Portfolio manager

Drew Mansell Fort Worth, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerProgram DirectorFinancial ManagerOperations ManagerDepartment SupervisorProgrammerComputer ProgrammerComputational ScientistComputer ScientistsAnalystAdvisorAnalystsSchool AdministratorEducational Manager

Experience & Education

Work

Company:
Think finance
Pmo portfolio manager
Company:
Xerox corporation
Program manager

Frandra Campbell Fort Worth, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerTeam LeaderFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Diamler chrysler - Roanoke, TX
Portfolio manager
Company:
Providian - Arlington, TX
Project team leader

Judy Ballast Fort Worth, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentManagerFinancial ManagerOperations ManagerChief ExecutiveMarketing ManagerAccount Service ManagerClient Service OfficerCustomer ServiceField Marketing SpecialistMarketing Administrator

Experience & Education

Work

Company:
Capital one
Texas market portfolio manager
Company:
Capital one - Frisco, TX
Vice president-senior manager

Ivet Taneva Fort Worth, TX

Professions & Specialties

HSEStudent WorkerApprentice

Experience & Education

Work

Company:
Alcon
Project management
Company:
Alcon - Fort Worth, TX
Train and manage the hse intern team

Nuvis Lopez Fort Worth, TX

Professions & Specialties

FunderFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerLoan OfficersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerHuman Resources SpecialistRecruitmentDirectorOperations ManagerChairpersonFinancial ManagerChief ExecutiveCustomer ServiceClient Service OfficerFamily PractitionerGeneral PractitionerPhysicianManagers

Experience & Education

Position:
Loan Funder at Southwest Bank
Location:
Fort Worth, Texas
Industry:
Banking
Work history:
Southwest Bank - Overton CentreLoan Fundersince Nov 2012A to Z Pediatric Therapy - North Richland Hills, TXHuman Resources DirectorAug 2011 - Jun 2012
Languages:
Spanish
Banking Officer/ Portfolio Manager Commercial & Industrial Group at..

Hilda Garza Fort Worth, TX

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerDepartment ManagerDirector of OperationsDepartment SupervisorManagerOperations ManagerChief ExecutiveFinancial ManagerMarketing ManagerBranch ManagerField Marketing SpecialistMarketing AdministratorManagers

Experience & Education

Work

Company:
Global acceptance credit company - Arlington, TX
Director of operations
Company:
Tricolor auto llc corp - Dallas, TX
Department manager

Skills

Spanish Certification * P.A.C.T. * Making the Right Choices * A.C.T. Modules 1, 2, 3,4,5,6 * ...

Oraldio Ozuna Fort Worth, TX

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerVice PresidentChief ExecutiveLeaderManagersRelationship ManagerAccount Service ManagerClient Service OfficerCustomer ServiceFinancial ManagerBanking ManagerFinancial Officer

Experience & Education

Work

Company:
First financial bank - Crowley, TX
Vice president / market leader
Company:
Texas trust credit union - Grand Prairie, TX
Commercial relationship manager

Skills

Budgeting and forecasting, business development, financial and credit analyst, relationship...

Douglas Williamson Fort Worth, TX

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerProgram DirectorVice PresidentDirector of OperationsOperations ManagerProject ManagersChief ExecutiveProject ManagerFinancial ManagerAdvisorMaster of Business AdministrationBachelor of Business Administration

Experience & Education

Work

Company:
Realty pilot, llc
Vp, business development
Company:
Vendor resource management - Carrollton, TX
Director of operations, business development, va program manager

Skills

Client Management, Program Management, Project Management, Business Development, RFP Response...

Jim Weaver Fort Worth, TX

Professions & Specialties

Senior AssociateVice PresidentChief ExecutiveInvestorLeaderSupporting MemberTeam MemberManagers

Experience & Education

Work

Company:
Chalk cullum & associates
Senior associate
Company:
Jp morgan
Vice president/investor

Skills

Series 63, 65 and General Life & Health Insurance

Tyron Lira Fort Worth, TX

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerVice PresidentDirector of OperationsProgram DirectorChief ExecutiveOperations ManagerManagerFinancial ManagerCounselorAdvisorMaster of Business AdministrationBachelor of Business Administration

Experience & Education

Work

Company:
Realty pilot, llc
Vp, business development
Company:
Vendor resource management - Carrollton, TX
Director of operations, business development, program manager

Kimberly Scheu Fort Worth, TX

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerLoan OfficersCounselorAdvisorDivision ManagerDirectorDepartment SupervisorManagerOperations ManagerTechnical Support SpecialistsFinancial ManagerLoan Accountant

Experience & Education

Work

Company:
North texas humane society southwest center
Adoption counselor
Company:
City of bartlett animal shelter
Division manager and shelter director

Mark Garcia Fort Worth, TX

Professions & Specialties

Portfolio ManagerLoan OfficerInvestment AnalystPuchasing and Estimating ManagerLoan OfficersAccount ManagerArea Sales ManagerClient Service OfficerRegional Sales ConsultantSales RepresentativeMaster of Business AdministrationCustomer ServiceFinancial Manager

Experience & Education

Work

Company:
Unison site management llc
Site development and acquisitions officer - north texas
Company:
Acorn performance group inc - Houston, TX
Regional account manager - west us and canada

Lynn Burkett Fort Worth, TX

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerProperty ManagerReal Estate ManagerChairpersonVice PresidentChief ExecutiveLicensed Real Estate BrokerReal Estate Sales AgentDirectorFinancial ManagerCorporate ExecutiveOperations Manager

Experience & Education

Work

Company:
Cohen financial - Irving, TX
Unit manager-asset management
Company:
Berkadia commercial mortgage - Dallas, TX
Senior asset manager/vice president

Anne Hoffa Fort Worth, TX

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAnalystAnalystsReal Estate Sales AgentSupporting MemberBusiness AdministratorOffice ClerkClerical SpecialistTeam MemberChief Executive OfficerManagerFinancial ManagerCorporate ExecutiveChief ExecutiveOperations ManagerRestaurant ServerFood ServerBachelor of Science

Experience & Education

Work

Company:
Md america energy, llc.
Land analyst
Company:
Nch corporation - Irving, TX
Corporate real estate analyst

Scott Willis Fort Worth, TX

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerManagerFinancial ManagerOperations ManagerAnalystAnalystsAgentSales AgentSales Representative

Experience & Education

Work

Company:
Trading talents - Fort Worth, TX
Investment manager/analyst
Company:
Tdameritrade - Fort Worth, TX
Premium broker/dealer

Natalie Tupper Fort Worth, TX

Professions & Specialties

Program DirectorOperations ManagerSubstitute TeacherEducatorEducation ProfessionalInstructorFinancial Manager

Experience & Education

Work

Company:
The little gym of north fort worth - Keller, TX
Program director
Company:
Birdville independent school district - Haltom City, TX
Substitute teacher

Jamillah Shamsideen Fort Worth, TX

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerProperty ManagerReal Estate ManagerAdministrative AssociateAdministrative ClerkClerical SpecialistHuman Resources SpecialistRecruitmentFinancial Manager

Experience & Education

Work

Company:
Saddlehorn vista
One and half person office and as property manager
Company:
Greens of hickory trails
Property manager

Sami London Fort Worth, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerDirectorOperations ManagerInvestorFinancial ManagerBusiness AdministratorMaster of ScienceBachelor of ScienceProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
Csp - Irving, TX
Senior financial executive
Company:
Trimeridian oil and gas - Irving, TX
Director of investor relations

Edward Mclin Fort Worth, TX

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerSenior AdvisorAdvisorSenior Vice PresidentVice PresidentChief ExecutiveFinancial ManagerPurchasing Managers

Experience & Education

Work

Company:
Larkin addison, llc
Senior consultant
Company:
Federal flood certification corporation - Dallas, TX
Senior vice president - sales

Evan Lawson Dallas, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSales ExecutiveAgentClient Service OfficerSales RepresentativeVice President of SalesSales ManagerVice PresidentChief ExecutiveFinancial ManagerOperations ManagerLeaderBusiness AdministratorManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer Service

Experience & Education

Position:
Territory Sales Executive at Western Union
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Western Union - Fort Worth, TXTerritory Sales Executivesince Jun 2011BBVA Compass - Fort Worth, TXPortfolio ManagerDec 2010 - Jun 2011

Chris Shuffield Dallas, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerAccount ManagerLicensed Real Estate BrokerProperty ManagerReal Estate Sales AgentReal Estate ManagerSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeFinancial Manager

Experience & Education

Position:
Portfolio Account Manager at Mohr Partners
Location:
Dallas/Fort Worth Area
Industry:
Commercial Real Estate
Work history:
Mohr Partners - Dallas/Fort Worth AreaPortfolio Account Managersince Aug 2012Boxer Property - 2727 LBJ Freeway Dallas, Tx.Property ManagerJun 2009 - Aug 2012
Skills:
Leases, Real Estate Transactions, Real Estate, Property Management, Tenant Representation,...

Richard Olivere Dallas, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerAnalystAnalystsManagerChief Research OfficerOperations ManagerFinancial ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Analyst/Portfolio manager at R Olivere Associates
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
R Olivere Associates Analyst/Portfolio managersince May 2003Streetadvisor - Fort Worth TXSenior Equity AnalystNov 1999 - May 2003

Debrah Dyck Dallas, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCounselorAdvisorChairpersonCo-OwnerFinancial ManagerChief ExecutiveOwnerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerRecruitmentOffice ClerkClerical SpecialistContractorOperations ManagerSales RepresentativeIndependent Business OwnersFood PreparerFood Preparation Worker

Experience & Education

Position:
Portfolio Manager at DFW Summit Realty, LLC, President at Real Synergy Consultants, Inc., Co-Owner...
Title:
Consultant with Real Synergy Consultants, Inc.
Location:
Dallas/Fort Worth Area
Industry:
Commercial Real Estate
Work history:
DFW Summit Realty, LLC - Fort Worth, TXPortfolio Managersince May 2012Real Synergy Consultants, Inc. Presidentsince Mar 2005
Skills:
Real Estate, Property Management, Real Estate Investment, Small Business, Residential, Operations...

Michael Bill Dallas, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial ManagerChief ExecutiveAnalystAnalystsBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Investment Officer at Spyglass LP
Title:
Investment Officer Spyglass LP
Location:
Dallas/Fort Worth Area
Industry:
Investment Management
Work history:
Spyglass LP - Dallas, TXInvestment Officersince May 2011Q Investments - Fort Worth, TXPortfolio ManagerJan 2006 - May 2011

Lynn Burkett Dallas, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerIndependent ContractorContractorIndependent Business OwnersFinancial ManagerReal Estate Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief ExecutiveTechnology ManagerTechnical ManagersCategory AnalystSales Management AnalystSales Engineering SpecialistSales Engineer

Experience & Education

Position:
Self employed at JLB Real Estate
Title:
Real Estate
Location:
Dallas/Fort Worth Area
Industry:
Investment Banking
Work history:
JLB Real Estate - Fort Worth, TXSelf employedsince 2012Cohen Financial Portfolio ManagerDec 2010 - Jun 2012

Parke Presnell Dallas, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerAnalystCounselorAnalystsAdvisorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial AnalystFinancial ManagerOrganization ManagementFinance and Accounting SpecialistFinancial Compliance ExaminerAuditorAccounting BookkeeperBookkeeperDirectorManagement Team ExecutiveOperations ManagerSecretaryModelCivil Servant

Experience & Education

Position:
Senior Portfolio Analyst, Commercial Term Lending at JPMorgan Chase
Location:
Dallas/Fort Worth Area
Industry:
Investment Management
Work history:
JPMorgan Chase - Dallas, TexasSenior Portfolio Analyst, Commercial Term Lendingsince Feb 2012Ford & Joslin, LLC - Weatherford, TXFinancial Analyst & Portfolio ManagerJun 2010 - Sep 2011

Rhianna Disch Houston, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerRelationship ManagerAccount Service ManagerClient Service OfficerSupporting MemberTeam MemberCustomer ServiceFinancial ManagerStudent WorkerSecondary School Teacher

Experience & Education

Position:
Relationship Manager, Oil & Gas at BBVA Compass
Title:
Relationship Manager, Energy at BBVA Compass
Location:
Houston, Texas
Industry:
Oil & Energy
Work history:
BBVA Compass - Houston and DenverRelationship Manager, Oil & Gassince Jun 2012BBVA Compass - Houston, Texas AreaAssociate Portfolio Manager, Oil & GasJun 2011 - Jun 2012

Craig Allen Dallas, TX

Professions & Specialties

Portfolio ManagerFinancial ConsultantInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAgentSales RepresentativeFinancial Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Title:
Portfolio Manager, Financial Advisor at Morgan Stanley Wealth Managment
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Fort Worth, TXFinancial Advisorsince Jan 2007TD Waterhouse - Fort Worth, TXInstitutional Prime BrokerDec 2005 - Dec 2006

Adam Auten Dallas, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentDirectorPartnerFinancial DirectorCo-FounderOperations ManagerChief ExecutiveFinancial ManagerFinancial OfficerFounderFounding MemberConstructionTrust Law AttorneyLawyersAccounting BookkeeperBookkeeper

Experience & Education

Position:
Various Positions at USA Shade and Fabric Structures
Title:
Director of Financial Planning & Analysis
Location:
Dallas/Fort Worth Area
Industry:
Construction
Work history:
USA Shade and Fabric Structures - Dallas, TexasVarious Positionssince Sep 2008Trinity Fiduciary Partners - Fort Worth, TXPartner, CFO and Portfolio Manager2004 - 2008
Skills:
Budgets, Forecasting, Cash Flow, Strategic Financial Planning, Accounting, Project Management,...

Kevin Rourke Dallas, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentChief ExecutiveFinancial ManagerChief AccountantAccount ManagerMaster of Business AdministrationBachelor of Business AdministrationResearch ScientistAdvisorAnalystsTeam Member

Experience & Education

Position:
Vice President at Lone Star Funds / Hudson Advisors LLC
Location:
Dallas/Fort Worth Area
Industry:
Investment Management
Work history:
Lone Star Funds / Hudson Advisors LLC - Dallas/Fort Worth AreaVice Presidentsince 2012Highland Capital Management Portfolio Manager2005 - 2012

Corey Horsch Dallas, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSurveyorGeodesistGeo ScientistGeoscientistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystAnalystsFinancial Manager

Experience & Education

Position:
Portfolio Manager at Surveyor Capital
Title:
Portfolio Manager
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Surveyor Capital - Dallas, TXPortfolio Managersince May 2011Luther King Capital Management - Fort Worth, TXAnalystMay 2006 - Apr 2011

Carolyn Churella Dallas, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerLandmanLawyersProperty ManagerReal Estate ManagerFinancial Manager

Experience & Education

Position:
Senior Mineral Portfolio Manager at Petro Data Systems
Title:
Landman
Location:
Dallas/Fort Worth Area
Industry:
Oil & Energy
Work history:
Petro Data Systems Senior Mineral Portfolio Managersince Aug 2011Bank One Property Manager1994 - 2005

Bowling Meka Dallas, TX

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantDirectorManagerFinancial ManagerOperations Manager

Experience & Education

Position:
Director of Management- Ft Worth Division at Premier Communities Management Company
Title:
HOA Portfolio Manager at Premier Communities Management Company
Location:
Dallas/Fort Worth Area
Industry:
Management Consulting
Work history:
Premier Communities Management Company - Ft Worth, TXDirector of Management- Ft Worth Divisionsince Aug 2008Rental Management Company - North Padre Island, TXHOA ManagerJun 2007 - Jul 2008

Johnny O'neal Dallas, TX

Professions & Specialties

Portfolio ManagerBankerInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinancial ManagerBookkeeper

Experience & Education

Position:
Portfolio Manager at Alliance Lending Corporation
Location:
Dallas/Fort Worth Area
Industry:
Printing
Work history:
Alliance Lending Corporation - 1150 S. Freeway, Suite 215, Fort Worth TX 76104Portfolio Managersince Jul 2011Wells Fargo Business BankerDec 2008 - Jul 2011

Jay Biedermann Dallas, TX

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerManagerOperations ManagerCredit AnalystFinance and Accounting SpecialistLoan AccountantAccounting BookkeeperBookkeeperCustomer ServiceClient Service OfficerLegal CounselFinancial ManagerSales RepresentativeAutomotive SpecialistAutomotive ProfessionalBusiness AdministratorMaster of Business Administration

Experience & Education

Position:
Collections Manager at Equify Financial, Senior Credit Analyst at Equify Financial, LLC
Title:
Collections Manager at Equify Financial
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Equify Financial - Fort WorthCollections ManagerEquify Financial, LLC - Fort Worth, TXSenior Credit Analystsince Dec 2011
Portfolio Manager at Ally Finance

Rochelle Frazeur Dallas, TX

Professions & Specialties

Loan OfficerLoan OfficersBusiness AdministratorConstructionUnderwriterFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChairpersonOperations ManagerChief ExecutiveGeneral ContractorConstruction ManagerCommunity Service Manager

Experience & Education

Position:
Commercial Loan Officer/Processor/Underwriter at US Small Business Administration
Title:
Commercial Loan Officer at US Small Business Administration
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
US Small Business Administration - Fort Worth TXCommercial Loan Officer/Processor/Underwritersince Jan 2006Property Renovation and Management Co. - Gulf Breeze FLPresidentJan 1999 - Jan 2006
Portfolio Manager at M&T Bank

Richard Lawrence Dallas, TX

Professions & Specialties

DirectorVice PresidentCustomer RelationsOperations ManagerChief ExecutiveCustomer ServiceClient Service OfficerSupplierRelationship ManagerServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeAccount Service ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperComputer Network ProfessionalNetwork Administrator

Experience & Education

Position:
Director Customer Service and Collections at Residential Credit Solutions, Inc
Title:
Director Call Center and Collections
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Residential Credit Solutions, Inc - Fort Worth, TXDirector Customer Service and Collectionssince Apr 2011MGC Mortgage subsidiary of Beal Bank - Plano, TXVice President Servicing OversightDec 2008 - Apr 2011
Assumed Portfolio Manager position within Saxon Special Se..

Robert Helmers Dallas, TX

Professions & Specialties

Loan OfficersInvestment AnalystPuchasing and Estimating ManagerExecutive Vice PresidentManaging MemberFinancial DirectorVice PresidentChief ExecutiveManagerOperations ManagerFinancial OfficerFinancial ManagerSales AgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDepartment Store SalespersonRetail ProfessionalRetail SalespersonIT Specialist

Experience & Education

Position:
Executive Vice President - Finance Outsource Services Division at DealerBahn LLC, Managing Member - ...
Title:
Executive Vice President - Dealer F&I Managed Services Division at DealerBahn LLC
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
DealerBahn LLC - Ft Worth, TXExecutive Vice President - Finance Outsource Services Divisionsince Jul 2011Silver Edge Finance Group Managing Member - Director of Financesince Dec 2008
Portfolio Manager at Norwest Financial Leasing



Portfolio Managers near Fort Worth, TX048121620ArlingtonWeatherfordBurlesonCrowleyHaslet