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Portfolio Managers in California

Portfolio Managers in Los Gatos, CA

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8 results found

Ben Aslan Los Gatos, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Trust Law Attorney • Lawyers

Experience & Education

Position:
Sr. Vice President - Wealth Management, Senior Portfolio Manager at UBS Financial Services, Inc.
Title:
Senior Vice President - Wealth Management, Senior Portfolio Manager at UBS Financial Services, Inc.
Location:
Los Gatos, California
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - Los Gatos, CASr. Vice President - Wealth Management, Senior Portfolio Managersince Feb 2012Citi Personal Wealth Management, Smith Barney, Citigroup Global Markets Sr. Vice President - Wealth Management, Senior Portfolio ManagerJul 2004 - Feb 2012
Skills:
Asset Allocation, Mutual Funds, Series 63, Wealth Management, Risk Management, Series 7,...
Certifications:
Accredited Investment Fiduciary® (AIF®)
Full Profile

Harris Warren Los Gatos, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Owner • Financial Manager • Chief Executive • Sales Agent • Sales Representative • Production Manager • Operations Manager • Automotive Professional • Market Research Analyst

Experience & Education

Work

Company:
Telenav, inc.
Product portfolio manager - mobile / automotive / cloud products
Company:
Ayr art
Owner / art dealer

Skills

Product Manager, Portfolio Manager, Managing technology teams, problem-solving, customer...
Full Profile

Eric Lau Los Gatos, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Analyst • Financial Manager • Operations Manager • HR Manager • Technical Managers • Network Designer • Computer Network Engineer • Network Systems Administrator • Computer Network Professional • Network Administrator • Master of Business Administration • Psychologist • Psychology Specialist

Experience & Education

Work

Company:
Monolithic power systems
Financial analyst
Company:
Vodafone group marketing
Consumer portfolio manager
Full Profile

Brian Jacobsen Los Gatos, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Marketing Manager • Sales Manager • Sales Director • Marketing Director • Chief Executive • Marketing Administrator • Founding Member • Financial Manager • Operations Manager • Web Marketer • Bachelor of Business Administration • Business Administrator • Managers

Experience & Education

Work

Company:
Nes health
Marketing director and sales manager
Company:
Social disruption marketing
Marketing / growth hack / trade shows

Skills

Growth Hacking, Website Optimization, Online Promotion (Facebook and Twitter Contests), A/B...
Full Profile

Marisa Gerston Los Gatos, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Office Assistant • Project Manager • Administrative Associate • Office Clerk • Clerical Specialist • Administrative Clerk • Project Managers • Sales Manager • Financial Manager • Sales Executive

Experience & Education

Work

Company:
Lightspeed venture partners
Executive assistant
Company:
Intalio - Palo Alto, CA
Project manager/administrative assistant
Full Profile

Hani Mankabady Pleasanton, CA

Professions & Specialties

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

Experience & Education

Position:
Investment advisor at Kane Financial
Title:
Investment Advisor and Portfolio Manager
Location:
Pleasanton, California
Industry:
Capital Markets
Work history:
Kane Financial - Los Gatos, CAInvestment advisorsince May 2010MetLife - San Jose, CAInvestment advisor rep.Jan 2009 - May 2010
Languages:
Arabic
Full Profile

Kurt Preising San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Chairperson • Vice President • Partner • Chief Executive • Independent Contractor • Contractor • Independent Business Owners • Financial Officer • Financial Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Information Technology Specialist • IT Specialist • Property Manager • Real Estate Manager

Experience & Education

Position:
President at PKP Financial Advisory Services LLC
Title:
Successful Fortune 100 Finance Executive seeking new opportunities for personal growth
Location:
San Francisco Bay Area
Industry:
Computer Hardware
Work history:
PKP Financial Advisory Services LLC - Los Gatos, CaPresidentsince Sep 2012Hitachi Global Storage Technologies - San Jose, CAVP Treasury & FinanceAug 2008 - Aug 2012
VP & Portfolio Manager
Full Profile

George Denise San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Manager • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Vice President • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Sales Agent • Real Estate Manager • Psychologist • Business Administrator • Computer Software Professional • Information Technology Specialist • Software Developers • IT Specialist • Psychology Specialist

Experience & Education

Position:
Managing Director, Cushman & Wakefield at Adobe Systems
Title:
Commercial Property and Facilities Manager
Location:
San Francisco Bay Area
Industry:
Facilities Services
Work history:
Adobe Systems - San Jose, CaliforniaManaging Director, Cushman & Wakefieldsince 2001Novell General Manager, Cushman & WakefieldJan 1999 - Nov 2002
Portfolio Manager at Cushman & Wakefield
Full Profile

Portfolio Managers near Los Gatos, CA021426384105San JoseMountain ViewSanta ClaraCupertinoSunnyvaleMilpitasCampbellLos AltosSanta CruzSaratoga


Portfolio Managers around Los Gatos, CA

Campbell  (8)
Cupertino  (26)
Los Altos  (8)
Milpitas  (8)
Mountain View  (35)
San Jose  (101)
Santa Clara  (35)
Santa Cruz  (5)
Saratoga  (1)
Sunnyvale  (21)

Portfolio Managers in California

Sub-specializations

Portfolio Manager  (8)