Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Portfolio Managers in Pennsylvania

Portfolio Managers in Gardenville, PA

Find a professional & check records

Here is a complete directory of nearly all experienced Portfolio Managers in your town.

The Trustoria Professional Directory provides everyone with all the information needed to know the best person for every need.

Be sure to see other neighborhoods near you to get the histories of more people.

10 results found

Rick Wagner Gardenville, PA

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 • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President | Financial Advisor at Morgan Stanley
Title:
Vice President | Financial Advisor | Portfolio Manager at Morgan Stanley
Location:
Doylestown, Pennsylvania
Industry:
Financial Services
Work history:
Morgan Stanley - Doylestown, PAVice President | Financial Advisorsince Sep 2007Smith Barney - Doylestown, PAVice President | Financial Advisor | Portfolio ManagerJun 1999 - Sep 2007
Full Profile

Debra Wewer Gardenville, PA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Manager • Financial Manager • Operations Manager • Counselor • Independent Consultant • Advisor • Independent Business Owners

Experience & Education

Work

Company:
Johnson & johnson (consultant through the fountain group)
Contracts manager-portfolio manager (consultant)
Company:
Debra l. wewer
Independent consultant
Full Profile

Robert Woodard Gardenville, PA

Professions & Specialties

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

Experience & Education

Work

Company:
Penn mutual insurance company - Horsham, PA
Managing director and head of structured and municipal groups
Company:
Ubs global asset management
Executive director and senior portfolio manager
Full Profile

Jane Vernon Gardenville, PA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Manager • Team Leader • Operations Manager • Construction • Financial Manager • Construction Laborer

Experience & Education

Work

Company:
Deutsche bank/mortgage it - New York, NY
Servicing manager for international construction loans
Company:
Gmac bank - Horsham, PA
Servicing team leader for consumer construction loans
Full Profile

Emily Wikle Gardenville, PA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Office Assistant • Personal Secretary • Office Clerk • Clerical Specialist • Secretary • Shift Supervisor • Shift Manager • Managers • Sales Account Associate • Sales Executive • Bachelor of Science • Operations Manager • Financial Manager • Sales Manager • Real Estate Manager

Experience & Education

Work

Company:
Allstate
Licensed insu
Company:
The princeton review
Sat prep course teacher
Full Profile

Bonnie Perkuhn New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Business Analyst • Project Manager • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Manager • Chief Executive • Project Managers • Operations Manager • Financial Manager • Community Service Manager • Customer Service

Experience & Education

Position:
Business Analyst at County of Bucks
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
County of Bucks - Doylestown, PABusiness Analystsince Jul 2013Merrill Lynch - Hopewell / Jersey City, NJVP, Project Manager/Portfolio ManagerApr 2010 - Apr 2013
Skills:
Disaster Recovery, Management, Project Management, Telecommunications, Leadership
Full Profile

John Mccaffery Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chairperson • Chief Executive • Head Coach • Assistant Coach • Sports Game Coach • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Master of Science • Team Member • Advisor • Managers

Experience & Education

Position:
Financial Advisor at Raymond James, Head Coach; President at Pennsylvania Rush/ Lenape Valley...
Title:
First Vice President, Investments at Raymond James
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Raymond James Financial Advisorsince Feb 2009Pennsylvania Rush/ Lenape Valley Soccer Club - New Britain, PAHead Coach; Presidentsince 2009
Portfolio Manager
Full Profile

Greg Baltz Washington, DC

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Investor • Team Member • Contractor • Construction • Independent Business Owners • Financial Manager

Experience & Education

Position:
REAL ESTATE DEVELOPER AND LENDER at DBT Development Group, LLC
Title:
Real Estate Development, In House Counsel
Location:
Washington D.C. Metro Area
Industry:
Real Estate
Work history:
DBT Development Group, LLC - Washington D.C. Metro AreaREAL ESTATE DEVELOPER AND LENDERsince Aug 2005GREGORY A. BALTZ – ATTORNEY AT LAW, P.C. - Jenkintown, PAAttorneyJul 2002 - Aug 2005
Full Profile

Lauren Hersh Philadelphia, PA

Professions & Specialties

Loan Officer • Loan Officers • Portfolio Manager • Stock Broker • Mortgage Specialist • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Corporate Executive • Chief Executive • Vice President • Financial Manager • Operations Manager • Baker • Advisor • Managers

Experience & Education

Position:
Senior Reverse Loan Officer at Aurora Financial Group
Title:
Senior Reverse Loan Officer at Aurora Financial, Contributor on Senior Matters with Paul Dilks
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Aurora Financial Group - Blue Bell, PASenior Reverse Loan Officersince Mar 2013Senior Matters with Paul Dilks - WPHT radioContributorApr 2013 - Jun 2013
Full Profile

Gary Gordon Denver, CO

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Partner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Contractor • Independent Business Owners • Operations Manager • Financial Manager • Construction • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Underwriter

Experience & Education

Position:
Partner at Iron Stone
Title:
Partner, Iron Stone Strategic Capital Partners
Location:
Greater Denver Area
Industry:
Real Estate
Work history:
Iron Stone Partnersince 2006Space/Craft real estate - Philadelphia, PADeveloper and contractor2004 - 2006
Loan underwriter and portfolio manager for community business lending i..
Full Profile

Portfolio Managers near Gardenville, PA0510152025HorshamBethlehemNorth WalesFlemingtonHatboroWarminsterAnnandaleSouthamptonPenningtonEaston


Portfolio Managers around Gardenville, PA

Annandale  (6)
Bethlehem  (13)
Carversville  (1)
Chalfont  (1)
Clinton  (2)
Colmar  (1)
Easton  (3)
Flemington  (8)
Hatboro  (7)
Hatfield  (3)
High Bridge  (1)
Horsham  (21)
Lebanon  (1)
New Hope  (2)
North Wales  (8)
Pennington  (4)
Quakertown  (1)
Sellersville  (1)
Southampton  (6)
Titusville  (1)
Warminster  (7)
Washington  (2)

Portfolio Managers in Pennsylvania

Sub-specializations

Portfolio Manager  (10)