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Portfolio Managers in Florida

Portfolio Managers in Lake Mary, FL

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13 results found

Ben Lalikos Orlando, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Office Assistant • Office Clerk • Clerical Specialist • Relationship Manager • Account Service Manager • Client Service Officer • Vice President • Chief Executive • Financial Manager • Customer Service

Experience & Education

Position:
Vice President Commercial Banking & Banking Office Manager at CNLBank
Title:
Banking Office Manager and Relationship Manager at CNLBank
Location:
Orlando, Florida Area
Industry:
Banking
Work history:
CNLBank - Heathrow, FLVice President Commercial Banking & Banking Office Managersince Mar 2012CNLBank Portfolio ManagerJan 2008 - Mar 2012
Skills:
Compliance, Commercial Lending, Portfolio Management, Credit, Commercial Banking
Full Profile

David Burt Lake Mary, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Sales Agent • Accountant • Advisor • Financial Manager

Experience & Education

Position:
Accountant at Houghton Mifflin Harcourt
Title:
Accountant
Location:
Lake Mary, Florida
Industry:
Accounting
Work history:
Houghton Mifflin Harcourt Accountantsince Feb 2012Jackson Wealth Management Assistant Portfolio Manager / Wealth AdvisorDec 2009 - Feb 2012
Full Profile

Sandra Everidge Lake Mary, FL

Professions & Specialties

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

Experience & Education

Position:
Vice President, Servicing and Portfolio Manager at Atlantic Coast Bank
Title:
Vice President, Small Business Lending
Location:
Lake Mary, Florida
Industry:
Banking
Work history:
Atlantic Coast Bank - Lake Mary, FloridaVice President, Servicing and Portfolio Managersince Oct 2010HomeBanc N.A. - Lake Mary, FLSenior SBA CloserOct 2009 - Sep 2010
Full Profile

Roy Steiner Lake Mary, FL

Professions & Specialties

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

Experience & Education

Work

Company:
Td bank
Vice president & credit portfolio manager
Company:
First community bank - Southwest, Florida, US
Assistant vice president & commercial credit analyst
Full Profile

Scot Bradley Orlando, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Portfolio Manager • Teller • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Operations Manager • Banking Manager • Financial Officer • Financial Manager • Human Resources Specialist • Talent Acquisition Advisor • Recruitment • Talent Agent • Business Administrator • Counselor • Office Clerk • Clerical Specialist • Advisor • Registered Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Instructor

Experience & Education

Position:
Vice President Commercial Banker at Hancock Bank
Location:
Orlando, Florida Area
Industry:
Banking
Work history:
Hancock Bank - Central FloridaVice President Commercial Bankersince Sep 2011Urban Trust Bank - Central FloridaVice President Commercial Relationship ManagerSep 2010 - Sep 2011
Full Profile

Michael Napolitano Orlando, FL

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Financial Manager • Independent Business Owners • Servicer • Business Administrator • Software Tester • Computer Specialist • Associate of Arts • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Marketing & Client Liaison Manager at Mortgage Payment Protection, Inc
Title:
Marketing & Client Liaison Manager at Job Loss Protection of America / Mortgage Payment Protection, Inc
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Mortgage Payment Protection, Inc Marketing & Client Liaison Managersince Jul 2013Wells Fargo Home Mortgage - USSales Development Consultant (National Support Pool Managed Resource)Jun 2012 - May 2013
Portfolio Manager at Fannie Mae
Full Profile

Jamie Buzzerio Lake Mary, FL

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Counselor • Advisor • Vice President • Manager • Chief Executive • Operations Manager • Business Administrator • Financial Manager • Underwriting Manager • Insurance Professional • Underwriter • Credit Analyst • Loan Accountant • Baker

Experience & Education

Position:
Senior Risk Consultant at Harland Financial Solutions
Location:
Lake Mary, Florida
Industry:
Banking
Work history:
Harland Financial Solutions - Lake Mary, FloridaSenior Risk Consultantsince Apr 2012BankAtlantic - Fort Lauderdale, FlVice President, Loan Impairment ManagerAug 2011 - Apr 2012
Certifications:
Baker Hill Certified Administrator, Baker Hill - Experian
Formal Credit Training, Citizen's Bank
Senior Portfolio Manager at SunTrust Bank
Full Profile

Jason Mckee Lake Mary, FL

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Operations Manager • Financial Manager • Credit Analyst • Loan Accountant

Experience & Education

Position:
Vice President - Relationship Manager at Orange Bank of Florida
Location:
Lake Mary, Florida
Industry:
Banking
Work history:
Orange Bank of Florida - Lake Mary, FLVice President - Relationship Managersince Jun 2012Florida Community Bank - Heathrow, FLVice President - Commercial LendingApr 2012 - Jun 2012
Portfolio Manager / Credit Analyst at Fifth Third..
Full Profile

Steven Behmke Lake Mary, FL

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chief Executive • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Customer Service

Experience & Education

Work

Company:
Headlight facelift, llc
Owner
Company:
Morgan stanley smith barney - Orlando, FL
Lead investment consulting analyst
Full Profile

Jamie Buzzerio Lake Mary, FL

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Vice President • Manager • Chief Administrative Officer • Chief Executive • Operations Manager • Counselor • Advisor • Financial Manager • Business Administrator • Credit Analyst • Loan Accountant • Bachelor of Science • Insurance Professional • Underwriter

Experience & Education

Work

Company:
Harland financial solutions
Senior risk consultant
Company:
Federal trust bank
Vice president & credit administration manager
Full Profile

Kimberly Shelton Lake Mary, FL

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Coordinator • Managers • Administrative Associate • Administrative Clerk • Clerical Specialist • Underwriter • Senior Vice President • Financial Manager • Vice President • Chief Executive • Bachelor of Science • Associate of Science

Experience & Education

Work

Company:
Proficio mortgage ventures
Closing coordinator
Company:
Hancock bank
Commercial client administrator/loan assistant
Full Profile

Charles Ellis Lake Mary, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Business Analyst • Analyst • Analysts • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Investigator • Bachelor of Science • Financial Manager • Loan Accountant

Experience & Education

Work

Company:
Fiserv - Lake Mary, FL
Senior business analyst
Company:
Federal trust bank - Sanford, FL
Vice president- commercial relationship manager
Full Profile

Wainwright Babb Lake Mary, FL

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Account Service Manager • Client Service Officer • Customer Service • Business Administrator • Bachelor of Science • Student Worker • Financial Manager • Operations Manager

Experience & Education

Work

Company:
The bank of new york mellon
Senior account administrator
Company:
Allianz global investors / pimco europe ltd - Mnchen
Portfolio management fixed income
Full Profile

Portfolio Managers near Lake Mary, FL056112168224280OrlandoWinter ParkLongwoodAltamonte SpringsMaitlandDelandOrange CitySanfordOviedoCasselberry


Portfolio Managers around Lake Mary, FL

Casselberry  (2)
Deland  (3)
Deltona  (1)
Eustis  (1)
Longwood  (8)
Maitland  (6)
Orange City  (3)
Orlando  (276)
Oviedo  (2)
Sanford  (3)
Winter Park  (15)

Portfolio Managers in Florida

Sub-specializations

Portfolio Manager  (13)