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Portfolio Managers in Florida

Portfolio Managers in Ocala, FL

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10 results found

April Pelliccio Ocala, FL

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at CenterState Bank
Location:
Ocala, Florida Area
Industry:
Investment Management
Work history:
CenterState Bank Portfolio Managersince Jan 2011
Full Profile

Monty Ergle Ocala, FL

Professions & Specialties

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

Experience & Education

Position:
Trust Portfolio Manager, Vice President at Community Bank & Trust of Florida
Title:
Trust Portfolio Manager at Community Bank & Trust of Florida
Location:
Ocala, Florida Area
Industry:
Investment Management
Work history:
Community Bank & Trust of Florida Trust Portfolio Manager, Vice Presidentsince Dec 2002
Full Profile

Susan Lightbody Ocala, FL

Professions & Specialties

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

Experience & Education

Position:
Vice President , Portfolio Manager, Certified Financial Planner (CFP) at Morgan Stanley Smith Barney
Title:
CFP at Morgan Stanley Smith Barney
Location:
Ocala, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Vice President , Portfolio Manager, Certified Financial Planner (CFP)since Jun 1994
Full Profile

Jaime Mclaughlin Ocala, FL

Professions & Specialties

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

Experience & Education

Work

Company:
Gateway bank of central florida - Ocala, FL
Assistant vice president, commercial credit analyst/underwriter
Company:
Suntrust bank - Ocala, FL
Assistant vice president, commercial portfolio manager, commercial lending
Full Profile

Alice Noell Ocala, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Office Assistant • Office Clerk • Clerical Specialist • Financial Manager

Experience & Education

Work

Company:
Bosshardt property management
Assistant portfolio manager
Company:
The flaunt boutique
Office manager
Full Profile

Vincent Hogue Ocala, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Owner • Chief Executive • Independent Contractor • Contractor • Independent Business Owners • Manager • Financial Manager • Operations Manager • Real Estate Manager • Real Estate Sales Agent

Experience & Education

Position:
Owner at None (Self-employed)
Title:
Sales Pro...
Location:
Ocala, Florida
Industry:
Telecommunications
Work history:
None Ownersince Sep 20112008-2010 New Day Investments LLC Owner/OperatorSep 1995 - Dec 2010
Full Profile

Ron Supancic Ocala, FL

Professions & Specialties

Manager • District Manager • Operations Manager • Region Manager • Area Manager • Managers

Experience & Education

Work

Company:
Hediger enterprises, inc - Atlanta, GA
Regional manager
Company:
Bernard allison management company - Albuquerque, NM
District/regional manager
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Janice Ray Ocala, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Master of Science • Financial Manager • Sales Representative

Experience & Education

Position:
Financial Advisor at Raymond James, Member at RBC
Title:
Financial Advisor at Raymond James
Location:
Ocala, Florida Area
Industry:
Financial Services
Work history:
Raymond James Financial Advisorsince Oct 2011RBC Membersince Jun 2009
Skills:
Investments, Portfolio Management, Estate Planning, Securities, Financial Advisory, Series 7,...
Guided Portfolio Manager
Full Profile

Hope Roberts Ocala, FL

Professions & Specialties

Loan Specialist • Loan Officers • Portfolio Manager • Mortgage Specialist • Investment Analyst • Puchasing and Estimating Manager • Vice President • Manager • Chief Executive • Operations Manager • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Financial Manager • Construction Specialist • Construction Laborer • Construction • Client Service Officer • Customer Service

Experience & Education

Position:
Mortgage Loan Specialist at Bank Of America
Location:
Ocala, Florida Area
Industry:
Banking
Work history:
Bank Of America - OcalaMortgage Loan SpecialistRegions Bank Asst Vice President/Branch Manager2008 - 2012
Full Profile

Lance Powers Ocala, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Raymond James & Associates
Title:
Financial Advisor @ Raymond James & Assoc
Location:
Ocala, Florida
Industry:
Financial Services
Work history:
Raymond James & Associates Financial Advisorsince Oct 2011Morgan Stanley Financial AdvisorOct 2008 - Oct 2011
Portfolio Manager at SunTrust Bank Private Wealth..
Full Profile

Portfolio Managers near Ocala, FL0510152025GainesvilleLady LakeLeesburgCitraEustis


Portfolio Managers around Ocala, FL

Citra  (1)
Eustis  (1)
Gainesville  (21)
Lady Lake  (8)
Leesburg  (3)

Portfolio Managers in Florida

Sub-specializations

Portfolio Manager  (10)