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Portfolio Managers in New York

Portfolio Managers in Huntington Station, NY

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31 results found

Karen Casmass Huntington Station, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Office Assistant • Moderator • Project Manager • Office Clerk • Clerical Specialist • Advisor • Manager • Chief Executive Officer • Financial Director • Vice President of Finance • Chief Operating Officer • Board Member • Operations Manager • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Vice President • General and Operations Manager • Director of Operations • Management Team Executive • Project Managers • Relationship Manager • Supplier • Account Service Manager • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Customer Service

Experience & Education

Position:
Office Manager/ Sales Administrator at QK Healthcare, Inc.
Title:
Sales Administrator at QK Healthcare, Inc.
Location:
Melville, New York
Industry:
Executive Office
Work history:
QK Healthcare, Inc. - Bellport, NYOffice Manager/ Sales Administratorsince Sep 2012P&F Industries, Inc Office Manager / Executive SupportAug 2009 - Sep 2012
Full Profile

Frank Inman Huntington Station, NY

Professions & Specialties

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

Experience & Education

Position:
Sr. Vice President, Wealth Advisor at Morgan Stanley
Location:
Melville, New York
Industry:
Financial Services
Work history:
Morgan Stanley - Melville, NY.Sr. Vice President, Wealth Advisorsince Oct 2005UBS Wealth Management - Manhasset, NYSr. Vice President, Portfolio ManagerAug 1998 - Oct 2005
Full Profile

Bennett Berman Huntington Station, NY

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:
First Vice President - Senior Portfolio Manager at UBS Financial Services, Inc
Location:
Melville, New York
Industry:
Financial Services
Work history:
UBS Financial Services, Inc - Port Jefferson/Melville, NYFirst Vice President - Senior Portfolio Managersince Mar 2011
Full Profile

Abdulla Mirpur Huntington Station, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Sales Agent • Research Analyst • Research Assistant • Researcher • Survey Researcher • Financial Manager • Analyst • Analysts

Experience & Education

Work

Company:
United capital management, llc
Portfolio manager; research analyst
Company:
H.d. vest investment securities, inc - Philadelphia, PA
Sell-side equities research sales

Skills

direct-response marketing, telemarketing, lead generation, lead development, equity research,...
Full Profile

Clifford Walsh Huntington Station, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Partner • Financial Manager • Chief Executive • Research Analyst • Research Assistant • Researcher • Survey Researcher

Experience & Education

Work

Company:
Carryl capital management
Equity partner & portfolio manager
Company:
Artio global investors - New York, NY
Senior equity research analyst
Full Profile

Robert Wertheimer Huntington Station, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Supporting Member • Team Member • Financial Manager • Operations Manager

Experience & Education

Work

Company:
United states trust company - long island
Portfolio manager associate
Company:
Wachovia wealth management - Palm Beach, FL, US
Sales and investment management assistant

Skills

Bloomberg, SQL, Portfolio Analytics, Factset, Siebel, Excel, Access, Minitab.
Full Profile

Richard Crescenzo Huntington Station, NY

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 • Operations Manager

Experience & Education

Work

Company:
Capitol securities
Vice president / portfolio manager / financial advisor
Company:
Vice president / portfolio manager / financial advisor
Full Profile

Christopher Tyndall Huntington Station, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Customer Service • Financial Manager

Experience & Education

Work

Company:
Brookstone financial
Senior account executive
Company:
Meyers associates l.p - New York, NY
Senior portfolio manager
Full Profile

Chris Harford Huntington Station, NY

Professions & Specialties

Financial Services Professional • Stock Broker • Financial Services Sales Agent • Capital Markets Professional • Portfolio Manager • Trader • Investment Analyst • Puchasing and Estimating Manager • Agent • Sales Representative • Representative • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Psychology Specialist • Financial Manager

Experience & Education

Position:
Registered Representative at NYLIFE Securities LLC
Title:
Agent at New York Life
Location:
Melville, New York
Industry:
Capital Markets
Work history:
NYLIFE Securities LLC - Melville NYRegistered Representativesince Jan 2013Aegis Capital - Melville NYStockbrokerJan 2012 - Jul 2012
Skills:
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments,...
Full Profile

Evan Kaye Huntington Station, NY

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Account Service Manager • Client Service Officer • Customer Service • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Master of Business Administration • Financial Manager

Experience & Education

Title:
Seasoned Lending Professional
Location:
Melville, New York
Industry:
Banking
Work history:
Deutsche Bank Mortgage Finance2008 - Jan 2012MortgageIT Account ExecutiveJun 2004 - Jan 2008
Portfolio Manager at Carlin Equities
Full Profile

Matthew Cerini Huntington Station, NY

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Project Manager • Counselor • Advisor • Manager • Project Managers • Operations Manager • Program Director • Financial Manager • Chief Executive • Software Engineer • Software Developers • Bachelor of Science • Mathematics • Mathematician

Experience & Education

Work

Company:
Nyu langone medical center and school of medicine
Sr. project manager - scrum master - consultant
Company:
Cleary gottlieb steen & hamilton llp - New York, NY
Application manager - consultant
Full Profile

Nicholas Mancuso Huntington Station, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Counselor • Advisor • Bachelor of Business Administration • Operations Manager • Chief Executive • Financial Manager

Experience & Education

Work

Company:
Td securities - New York, NY
Client onboarding kyc consultant
Company:
First new york securities - New York, NY
Head of operations
Full Profile

Jose Thottam Huntington Station, NY

Professions & Specialties

Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Business Manager • Counselor • Advisor • Operations Manager • Managers • Assistant Vice President • Manager • Financial Manager • Vice President • Chief Executive

Experience & Education

Work

Company:
Positive promotions inc - Hauppauge, NY
Business manager
Company:
M&l recoveries, recoveries, westbury - Commack, NY
Collections consultant
Full Profile

Daniel Polizzi West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Project Manager • Project Administrator • Managers • Senior Manager • Senior Project Manager • Financial Manager • Project Managers • Operations Manager • Business Consultant • Advisor • Analysts • Mathematics • Mathematician • Accounting Bookkeeper • Bookkeeper • Computer Specialist • Sales Representative

Experience & Education

Position:
Senior Project Administrator at Rust Consulting
Title:
Project Portfolio Manager and Project Manager Development
Location:
West Palm Beach, Florida Area
Industry:
Legal Services
Work history:
Rust Consulting - Palm Beach Gardens, FLSenior Project Administratorsince Jul 2010Garden City Group - Melville, NYSenior Project Manager, East Coast OperationsJan 2006 - Jul 2010
Skills:
Securities, Equities, Class Actions, Series 7, Portfolio Management, Asset Managment, Risk...
Languages:
English, Italian
Full Profile

Tamara Hirsch New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Analyst • Investor • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Financial Manager

Experience & Education

Position:
Senior Solutions Analyst at Vitech Systems Group
Location:
New York, New York
Industry:
Financial Services
Work history:
Vitech Systems Group - New York, NYSenior Solutions Analystsince Aug 2010SunGard - Melville, NYApplication SpecialistJun 2008 - Aug 2010
Full Profile

Nina Nasri New York, NY

Professions & Specialties

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

Experience & Education

Position:
Senior Analyst / Project Manager at SunGard
Title:
Senior Analyst at SunGard
Location:
Greater New York City Area
Industry:
Information Technology and Services
Work history:
SunGard - Melville, NYSenior Analyst / Project Managersince Feb 2011SunGard - Melville, NYAnalyst / Project ManagerJul 2006 - Feb 2011
Languages:
Farsi
Certifications:
Certified Scrum Master, Scrum Alliance
Pragmatic Marketing Certification
Full Profile

Linda Chan New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Digital Officer • Financial Director • Chief Executive • Financial Manager • Technology Manager • Technical Managers • Financial Officer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction • Analyst • Investor • Analysts • Underwriter

Experience & Education

Position:
Vice President, Commercial Real Estate Asset Management at Capital One
Title:
Vice President, CRE Asset Management at Capital One Bank
Location:
Greater New York City Area
Industry:
Real Estate
Work history:
Capital One - Melville, NYVice President, Commercial Real Estate Asset Managementsince Aug 2011Arbor Realty Trust, Inc - Uniondale, NYPortfolio Manager, Asset ManagementAug 2004 - Jul 2011
Full Profile

Mark Chin New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Board Member • Chief Executive • Management Team Executive • Operations Manager • Financial Manager

Experience & Education

Position:
VP - Commercial Lending at Community National Bank
Location:
Greater New York City Area
Industry:
Banking
Work history:
Community National Bank - Melville, NYVP - Commercial Lendingsince Jan 2013Amalgamated Bank - 275 7th Avenue, NYCVice PresidentApr 2012 - Dec 2012
Full Profile

Patrick O'donnell New York, NY

Professions & Specialties

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

Experience & Education

Position:
Multifamily Portfolio Manager, Bank Officer at Suffolk County National Bank
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Suffolk County National Bank - Melville, NYMultifamily Portfolio Manager, Bank Officersince Jan 2013NYCB Underwriter IINov 2010 - Jan 2013
Full Profile

Nicholas Ragone New York, NY

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Managing Member • Manager • Chief Executive • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Member at Villicus Capital Group LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Villicus Capital Group LLC - 200 Broad Hollow Road Suite # 207 Melville,N.Y. 11747Managing Membersince Nov 2012Morgan Stanley Financial Advisor/Portfolio Manager2005 - Nov 2012
Languages:
Italian
Full Profile

Jane Carmody New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager • Produce Manager • Operations Manager • Production Manager • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers

Experience & Education

Position:
Vice President, Portfolio Manager at The First National Bank of Long Island
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
The First National Bank of Long Island - Garden City, New YorkVice President, Portfolio Managersince Oct 2007North Fork Bank - Melville, New York 11747Vice President, Portfolio ManagerApr 1996 - Oct 2007
Full Profile

Jay Dubin New York, NY

Professions & Specialties

Financial Consultant • Portfolio Manager • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Senior Vice President • Partner • Vice President • Chief Executive • Project Managers • Financial Manager • Project Manager • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Analyst • Juris Doctor • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Senior Portfolio Manager and Senior Vice President, Financial Advisor at Morgan Stanley
Title:
Senior PM and Senior VP/ Financial Advisor at Morgan Stanley
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley - Melville, NYSenior Portfolio Manager and Senior Vice President, Financial Advisorsince Sep 2008UBS Financial Services - Melville, NYSenior Vice President- InvestmentsJul 1993 - Aug 2008
Full Profile

Dave Middlemiss New York, NY

Professions & Specialties

Banker • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Vice President • Manager • Chief Executive • Operations Manager • Financial Manager • Corporate Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Banker- JP Morgan Private Bank at JPMorgan
Title:
Banker - JPMorgan Private Bank
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
JPMorgan - 395 North Service Road, Melville, New York 11747Banker- JP Morgan Private Banksince Dec 2005UBS Finanacial Services Vice President/Portfolio ManagerJan 2002 - Dec 2005
Full Profile

Christine Ketcham New York, NY

Professions & Specialties

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

Experience & Education

Position:
Assistant Vice President at Capital One, Portfolio Manager Private Banking National Underwriting at ...
Title:
Assistant Vice President at Capital One
Location:
Greater New York City Area
Industry:
Banking
Work history:
Capital One Assistant Vice PresidentCapital One Bank - Melville, NYPortfolio Manager Private Banking National Underwritingsince 2003
Skills:
Banking, Loans, Commercial Lending, Commercial Banking, Consumer Lending, Mortgage Lending,...
Full Profile

Khalil Hammid New York, NY

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Service Manager • Service Operations Expert • Hospital Care Professional • Health Professional • Health Practitioner • Manager • Operations Manager • Financial Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Master of Science • Client Service Officer • Customer Service • Engineering Specialist • Field Engineer

Experience & Education

Position:
Area Service Manager (NY/Northern NJ) at Fujifilm Medical Systems
Location:
Greater New York City Area
Industry:
Hospital & Health Care
Work history:
Fujifilm Medical Systems - Stamford, CTArea Service Manager (NY/Northern NJ)since May 2012Agfa HealthCare - Carlstadt, NJProfessional Services Manager - DeploymentAug 2011 - May 2012
Skills:
PACS, Healthcare IT, Professional Services, Deployment, Technical Documentation, Field Service,...
Languages:
English, Arabic
Certifications:
ITIL Foundation Certificate in IT Service Management
Service Design Portfolio Manager at Agfa HealthCare
Full Profile

Alan Boudreau New York, NY

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Senior Project Manager • Senior Manager • Operations Manager • Project Managers • Information Technology Specialist • Software Engineer • IT Specialist • Software Developers • Project Manager • Financial Manager • Network Systems Administrator • Computer Network Professional • Network Administrator • IT Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Project Manager at University Support Services, LLC.
Location:
Greater New York City Area
Industry:
Information Technology and Services
Work history:
University Support Services, LLC. Senior Project Managersince Jul 2013First Data Corporation - Melville, NYProject ManagerJun 2012 - May 2013
Skills:
CA Clarity, Rational Portfolio Manager, MS Project, MS Visio, MS Office Suite, MS SharePoint,...
Languages:
French
Full Profile

Philip Bacchus Washington, DC

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Senior Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director of Operations • Financial Manager • Supporting Member • Apprentice • Analysts • Team Member • Master of Business Administration • Bachelor of Science • Student Worker

Experience & Education

Position:
Senior Manager, ALM Strategy at Capital One
Title:
Experienced Bank Treasury Professional
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Capital One - McLean, VASenior Manager, ALM Strategysince Feb 2012Capital One - McLean, VASenior Manager, ALM AnalyticsFeb 2009 - Jan 2012
Skills:
Treasury, ALM, Risk Management, Cash Flow Forecasting, Business Planning, Business Strategy,...
Assistant Portfolio Manager at North Fork Bank
Full Profile

Elaine Jamer Boston, MA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Manager • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers • Financial Manager • Fraud Specialist • Financial Compliance Examiner • Auditor

Experience & Education

Title:
Experienced Fraud/Credit/Risk Professional
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
EVO Merchant Services - Melville, NYGroup Risk Manager2011 - 2011Cynergy Data Program Management Director2010 - 2011
Skills:
Risk, Fraud, Credit, Compliance, Underwriting, Credit Card Processing, Credit Cards, Payments, Risk ...
Full Profile

Matt Delano Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Director • Sales Manager • Sales Director • Operations Manager • Produce Manager • Financial Manager • Production Manager • Office Assistant • Office Clerk • Clerical Specialist • Technical Support Specialist • Software Engineer • Systems Support Specialist • Support Specialists • Software Developers • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Associate of Science

Experience & Education

Position:
Business Area Director, Land Administration Solutions at Trimble Navigation
Location:
Greater Denver Area
Industry:
Civil Engineering
Work history:
Trimble Navigation Business Area Director, Land Administration Solutionssince Jan 2011Trimble Navigation Limited Survey Sales Manager, The AmericasJan 2007 - Dec 2010
Full Profile

James Nesci New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chairperson • Executive Vice President • Chief Executive • Vice President • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • General and Operations Manager • Director of Operations • Operations Manager • Financial Manager • Account Representative • Client Service Officer • Customer Service

Experience & Education

Position:
President at Beacon Trust Company, a subsidiary of The Provident Bank, Executive Vice President...
Title:
President at Beacon Trust Company
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Beacon Trust Company, a subsidiary of The Provident Bank - Morristown, NJPresidentsince Aug 2011The Provident Bank - New JerseyExecutive Vice President & Chief Wealth Management Officersince Jan 2013
Full Profile

Rebecca Farbizio New York, NY

Professions & Specialties

Loan Administrator • Credit Manager • Loan Officers • Investment Analyst • Puchasing and Estimating Manager • Property Manager • Licensed Real Estate Broker • Real Estate Manager • Real Estate Sales Agent • Vice President • Chief Executive • Financial Manager • Managers • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Asset Manager - Vice President at Wells Fargo Bank - GSE Asset Management
Title:
Asset Manager at Wells Fargo
Location:
Greater New York City Area
Industry:
Real Estate
Work history:
Wells Fargo Bank - GSE Asset Management - New York,NYAsset Manager - Vice Presidentsince Dec 2007United Nations Federal Credit Union - Long Island CItyLoan AdministratorJul 2007 - Nov 2007
Portfolio Manager
Full Profile

Portfolio Managers near Huntington Station, NY04080120160200StamfordNorwalkGarden CityOld GreenwichHempsteadHauppaugeSyossetHicksvilleWestburyCold Spring Harbor


Portfolio Managers around Huntington Station, NY

Bethpage  (2)
Commack  (2)
Deer Park  (1)
Garden City  (17)
Glen Cove  (1)
Hauppauge  (8)
Hempstead  (12)
Hicksville  (7)
Northport  (1)
Norwalk  (46)
Old Greenwich  (12)
Seaford  (1)
Stamford  (200)
Syosset  (7)
West Islip  (3)
Westbury  (5)
Woodbury  (3)

Portfolio Managers in New York

Sub-specializations

Portfolio Manager  (31)