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Portfolio Managers in California

Portfolio Managers in Palo Alto, CA

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58 results found

Danny Donado Palo Alto, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Founder • Chief Executive Officer • Founding Member • Chief Executive • Corporate Executive • Financial Manager • Analyst • Generalist • Analysts • Drivers • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder & CEO at BipSync
Location:
Palo Alto, California
Industry:
Investment Management
Work history:
BipSync - Palo Alto, CaliforniaFounder & CEOsince Mar 2012Miura Global Management AnalystSep 2007 - Jul 2011
Skills:
Valuation, Equities, Investments, Finance, Research, Credit, Spanish, Cash Flow, Marketing,...
Languages:
Spanish
Full Profile

Mary Crawford Palo Alto, CA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Director • Founder • Vice President • Chief Executive • Financial Manager • Operations Manager • Founding Member • Advisor • Management Analyst • Recognition • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President, Wealth Advisor, Portfolio Manager Director at Morgan Stanley Smith Barney
Title:
Senior Vice President, Wealth Advisor | Investment Management, Income Planning at Morgan Stanley Smith Barney
Location:
Palo Alto, California
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Senior Vice President, Wealth Advisor, Portfolio Manager Directorsince Sep 2001Wells Fargo Advisors Senior Vice PresidentMay 1994 - Sep 2001
Certifications:
Certified Investment Management Analyst™*, Investment Management Consulting Association™*
Full Profile

Li Gao Palo Alto, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Master of Business Administration • Information Technology Specialist • IT Specialist • Research Specialist • Research Scientist • Analysts

Experience & Education

Position:
Senior Portfolio Manager, Pension Fund Investing at Hewlett-Packard
Title:
Senior Portfolio Manager, Pension Fund Investing, Hewlett Packard
Location:
Palo Alto, California
Industry:
Financial Services
Work history:
Hewlett-Packard - Palo Alto, CaliforniaSenior Portfolio Manager, Pension Fund Investingsince Feb 2008Rochdale Investment Management Portfolio ManagementSep 2006 - Feb 2008
Full Profile

Steven Manus Palo Alto, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Portfolio Manager - Non-Performing Notes; REOs; Private Money Investing; Real Estate at West Rock...
Title:
Portfolio Manager at West Rock Asset Management - NPN's & REO's in Multi-Family, Residential, & Commercial Real Estate
Location:
Palo Alto, California
Industry:
Financial Services
Work history:
West Rock Asset Management - San Jose, CAPortfolio Manager - Non-Performing Notes; REOs; Private Money Investing; Real Estatesince Aug 2012Blue Sky Partners - Palo Alto, CAReal Estate Investing; Private Moneysince May 2006
Skills:
Buying and Selling Notes, Raising Private Money, Real Estate Investing, Non-Performing Notes, Real...
Languages:
A bit of Hebrew.
Full Profile

Sanket Kumar Palo Alto, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager • Counselor • Advisor • Model • Analysts • Technical Specialist • Technical Support Specialists • Human Resources Specialist • Recruitment • Actuarial Associate • Insurance Actuary • Statistician • Mathematician • IT Specialist

Experience & Education

Position:
Investment Manager at Hewlett-Packard
Location:
Palo Alto, California
Industry:
Investment Management
Work history:
Hewlett-Packard - Palo Alto, CAInvestment Managersince Jun 2013Hewlett-Packard - Palo Alto, CAInvestment AnalystAug 2011 - May 2013
Certifications:
2013 Level III Candidate in the CFA Program
Full Profile

Ken Flax Palo Alto, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President-Senior Portfolio Manager at UBS Financial Services, Inc.
Title:
Senior Vice President-Senior Portfolio Manager, UBS Financial Services, Inc.
Location:
Palo Alto, California
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - Palo Alto, CASenior Vice President-Senior Portfolio Managersince Apr 2002JP Morgan (formerly Hambrecht & Quist LLC) Senior Vice PresidentJan 1994 - Apr 2002
Skills:
Series 7, Wealth Management, Portfolio Management, Investments, Asset Managment, Equities, Asset...
Full Profile

William Kel-Artinian Palo Alto, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Senior Project Manager • Financial Manager • Senior Manager • Operations Manager • Analyst • Analysts • Managers

Experience & Education

Work

Company:
Sap america
Senior program portfolio manager
Company:
Sap america
Senior project manager
Full Profile

Manon Labbe Palo Alto, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Project Manager • Financial Manager • Project Managers • Marketing Manager • Chief Executive • Master of Science • Bachelor of Science • Sales Representative

Experience & Education

Work

Company:
Amadeus it group - Sophia, WV
Product portfolio manager
Company:
Skema business school (consulting assignement) - Nice (06)
Consulting project manager

Skills

Marketing (Online/Offline), Portfolio Management, Revenue Management, Project Management
Full Profile

Paul Gater Palo Alto, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Director of Operations • Operations Manager • Financial Manager

Experience & Education

Work

Company:
Roche palo alto - Palo Alto, CA
Director of operations, virology discovery & translational area
Company:
Senior project and portfolio manager
Full Profile

Paul Flynn Palo Alto, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Relationship Manager • Account Service Manager • Client Service Officer • Supporting Member • Team Member • Customer Service

Experience & Education

Work

Company:
Atlantic trust, an invesco company - Boston, MA
Vice president, associate relationship manager
Company:
State street global advisors - Boston, MA
Junior portfolio manager
Full Profile

Amee Patel Palo Alto, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Representative • Customer Service Associate • Client Service Officer • Customer Service • Supporting Member • Team Member • Pharmaceutical Sales Representative • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Executive Officer • Operations Manager • Financial Manager • Corporate Executive • Chief Executive • Bachelor of Business Administration • Information Technology Specialist • IT Specialist • Market Research Analyst

Experience & Education

Position:
Specialty Pharmaceutical Representative at Publicis Touchpoint Solutions
Location:
Palo Alto, California
Industry:
Pharmaceuticals
Work history:
Publicis Touchpoint Solutions - Palo Alto, CaSpecialty Pharmaceutical Representativesince Jul 2013Publicis Touchpoint Solutions - Palo Alto, CaPharmaceutical Customer Service AssociateFeb 2012 - Jul 2013
Skills:
Strategic Planning, Project Management, Financial Analysis, Leadership, Management, Budgets,...
Languages:
Hindi
Full Profile

Scott Barclay Palo Alto, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Counselor • Advisor • Guide • Tour Guide • Information Technology Specialist • IT Specialist • Analyst • Analysts • Computer Software Professional • Software Developers • Senior Manager • Manager • Chief Executive • Corporate Executive • Financial Manager • Operations Manager • Model • Master of Business Administration • Psychologist • Hospital Care Professional • Wellness and Fitness • Psychology Specialist • Health Professional • Health Practitioner

Experience & Education

Position:
Strategic Consultant at GE Healthymagination, Strategy and Distribution at MEDgle, Strategic...
Title:
strategy & innovation in digital health
Location:
Palo Alto, California
Industry:
Information Technology and Services
Work history:
GE Healthymagination - Menlo Park, CAStrategic Consultantsince May 2013MEDgle - Palo Alto, CAStrategy and Distributionsince Dec 2012
Languages:
Spanish
Full Profile

Amee Patel Palo Alto, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Customer Service Associate • Sales and Service Specialist • Client Service Officer • Sales Agent • Sales Representative • Director • Operations Manager • Customer Service • Financial Manager

Experience & Education

Work

Company:
Publicis touchpoint solutions
Customer service associate / diabetes sales specialist
Company:
Prabhu corporation - Palo Alto, CA
Director of business operations
Full Profile

Michael Jakoby Palo Alto, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Counselor • Project Manager • Advisor • Project Managers • Operations Manager • Financial Manager • Master of Science • Master of Business Administration • Bachelor of Science • Human Resources Specialist • Recruitment • Psychologist • Psychology Specialist

Experience & Education

Work

Company:
Emerson electric company / avocent
Consultant / sr. project manager
Company:
Microsoft corporation - Palo Alto, CA
Consultant
Full Profile

Asa Such Palo Alto, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Business Development Manager • Operations Manager • Account Manager • Financial Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Solar flexrack
West coast sales and business development manager
Company:
Sanyo energy - panasonic eco solutions
National key account manager
Full Profile

Jags Dubashi Palo Alto, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Analyst • Analysts • Business Development Manager • Operations Manager • Financial Manager • Financial Analyst • Master of Business Administration

Experience & Education

Work

Company:
Factset callstreet, inc
Analyst
Company:
Web startup - New Delhi, Delhi
Business development manager
Full Profile

Antoinette Konski Palo Alto, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Biotechnology Professional • Biologist • Biological Scientist • Chairperson • Chief Executive • Financial Manager • Guide • Tour Guide • Editor • Juris Doctor • Bachelor of Science • Record Clerk • Title Examiner • Physician

Experience & Education

Office:
Foley & Lardner LLP
975 Page Mill Road, Palo Alto, CA 94304
Phone:
(650) 251-1129 (Phone)
Specialties:
Biosimilars, Food & Beverage
ISLN:
901011211
Admitted:
1989, New York, 1993, California
Biography:
Antoinette F. Konski is a partner with Foley & Lardner LLP where her practice focuses on...
Full Profile

Wen Shiau New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Founder • Partner • Founding Member • Chief Executive • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Operations Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Student Worker • School Administrator • Educational Manager

Experience & Education

Position:
Founder at Palo Alto Economic Research, Founding Partner and Portfolio Manager at Tai Tam Capital
Title:
Founder at Palo Alto Economic Research
Location:
New York, New York
Industry:
Investment Management
Work history:
Palo Alto Economic Research - Palo Alto, CaFoundersince Sep 2012Tai Tam Capital - New York, Hong Kong, San FranciscoFounding Partner and Portfolio Managersince 2007
Skills:
Hedge Funds, Investments, Portfolio Management, Capital Markets, Sales Management, Alternative...
Full Profile

Justin Lent San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Researcher • Survey Researcher • Software Engineer • Matlab Developer • Software Developers • Software Developer • Counselor • Advisor • Financial Manager • Mathematics • Mathematician • Computer Software Professional • Contractor • Analysts • Production Manager • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Sales Representative

Experience & Education

Position:
Deployment Strategist, (quantitative researcher/business development) at Palantir Technologies
Title:
Quantitative Analytics
Location:
San Francisco Bay Area
Industry:
Research
Work history:
Palantir Technologies - Palo Alto, CADeployment Strategist, (quantitative researcher/business development)since Feb 2010Independent Contractor - Palo Alto, CAQuantitative Trading ConsultantJan 2009 - Feb 2010
Skills:
Hedge Funds, Portfolio Management, Equities, Quantitative Analytics, Financial Modeling,...
Full Profile

Mark Goetz Provo, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Manager • Program Director • Operations Manager • Financial Manager • Chief Information Officer • Technology Director • Technology Manager • Technical Managers • Model • Information Technology Specialist • Computer Software Professional • IT Specialist • Software Developers • Hospital Care Professional • Health Professional • Health Practitioner • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Business Consultant • Advisor

Experience & Education

Position:
Manager eServices at EMC
Title:
Manager eServices at EMC (Mozy)
Location:
Provo, Utah Area
Industry:
Internet
Work history:
EMC Manager eServicessince Mar 2011Hewlett-Packard Enterprise Services Portfolio Manager / Program Manager (Symantec Account)Nov 2008 - Mar 2011
Skills:
Project Management, Business / IT Strategy, Program Management, IT Governance & Risk...
Languages:
English, German
Full Profile

Andrew Burns New York, NY

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Managing Member • Manager • Operations Manager • Financial Manager • Research Analyst • Research Assistant • Researcher • Survey Researcher • Construction • Advisor • Supervisor • Managers • School Principal • School Administrator • Educational Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Portfolio Manager, Investment Management (Managing Member) at Engineered Capital, LLC, Managing...
Title:
Managing Member at Engineered Capital, LLC
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Engineered Capital, LLC - Greater New York City AreaPortfolio Manager, Investment Management (Managing Member)since Nov 2000ThinkWealth Alpha Fund, LLC - Palo Alto, CAManaging Membersince Nov 2000
Skills:
Portfolio Management, Equity Research, Venture Capital, Investment Strategies, Behavioral Finance,...
Languages:
Spanish
Full Profile

Brenda Foronda San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Loan Specialist • Loan Officers • Chief Administrative Officer • Chief Executive Officer • Chief Executive • Corporate Executive • Financial Manager • Management Consultant • Advisor • Management Analyst • Analysts • Relationship Manager • Account Service Manager • Client Service Officer • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Customer Service • Vice President • Management Team Executive • Operations Manager • Administrative Associate • Administrative Clerk • Clerical Specialist • Managers • Finance and Accounting Specialist • Computer Software Professional • Systems Analyst • Network Systems Administrator • Computer Network Professional • Network Administrator • Systems Support Specialist • Support Specialists • Software Developers • IT Analyst • Law Specialist • Lawyers • Recruitment • Property Manager • Real Estate Manager

Experience & Education

Position:
Credit Department Specialist at Bank of the Orient
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Bank of the Orient Credit Department Specialistsince Oct 2011U.S. Bank - The Private Client Reserve - San Francisco Bay AreaWealth Management Specialist AssistantApr 2010 - Sep 2011
Skills:
Human Resources, Administrative Assistants, Outlook, Microsoft Word, Microsoft Excel, Banking,...
Full Profile

Eric Kissel San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Program Specialist at Intergovernmental Panel on Climate Change
Location:
San Francisco Bay Area
Industry:
Environmental Services
Work history:
Intergovernmental Panel on Climate Change - Stanford, CAProgram Specialistsince Mar 2010Energy In Common Portfolio ManagerOct 2009 - Jan 2012
Full Profile

Denise Riesenhuber San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Wellness and Fitness • Client Manager • Client Service Officer • Chief Executive Officer • Founder • Corporate Executive • Chief Executive • Founding Member • Financial Manager • Counselor • Advisor • Customer Service

Experience & Education

Position:
Boss woman! at Achievement Fitness (formerly Prime Physique Fitness)
Title:
--
Location:
San Francisco Bay Area
Industry:
Health, Wellness and Fitness
Work history:
Achievement Fitness (formerly Prime Physique Fitness) - 3635 Union Avenue, San Jose, CA 95124Boss woman!since Dec 2009Woodside Asset Management, Inc. - Menlo Park, CAClient Services ManagerFeb 1997 - Mar 2006
Full Profile

Madeline Brane San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Master of Business Administration • Senior Project Manager • Program Director • Vice President • Senior Manager • Operations Manager • Financial Manager • Chief Executive • Information Technology Specialist • IT Specialist • Customer Service • Client Service Officer • Management Team Executive • Project Managers • Computer Scientists • Sales Representative • Advisor • Museum Guide • Tour Guide

Experience & Education

Position:
IT Senior Project Manager at Blue Shield of California
Title:
MBA / PMP / CISA / CRISC
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
Blue Shield of California IT Senior Project Managersince Sep 2006VeriSign Process & Program ManagerJan 2003 - Mar 2006
Certifications:
PMP, PMI
Advanced Project Management Certification, Stanford University
Full Profile

Dave Reale San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Bachelor of Arts • Research Assistant • Researcher • Survey Researcher • Research Specialist • Research Scientist • Analysts

Experience & Education

Position:
Portfolio Manager, The Clover Street Fund at Jadwin Partners LLC
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Jadwin Partners LLC - San Mateo, CAPortfolio Manager, The Clover Street Fundsince Apr 2013Spinner Global Technology Fund - San Mateo, CAPortfolio Manager, The Clover Street FundApr 2011 - Apr 2013
Skills:
Hedge Funds, Asset Management, Industry Analysis, Equity Research, Equities, Technology, Portfolio...
Full Profile

Sean Kang San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Computer Network Professional • Network Administrator • Produce Manager • Financial Manager • Production Manager • Computer Network Consultant • Computer Consultant • IT Consultant • Vice President • Chief Executive • Doctor of Philosophy • Master of Science • Bachelor of Science • Student Worker • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Portfolio Manager at Cisco Systems
Location:
San Francisco Bay Area
Industry:
Telecommunications
Work history:
Cisco Systems - San JosePortfolio Managersince Jul 2012Samsung Electronics Senior Product ManagerSep 2004 - Mar 2012
Full Profile

Matthew Krensky San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Vice President at Regis Management Company
Title:
--
Location:
San Francisco, California
Industry:
Investment Management
Work history:
Regis Management Company - Palo Alto, CAVice Presidentsince 2011JPMorgan - San Francisco, CAInvestment Analyst2007 - 2010
Full Profile

Gustavo Miguel San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Co-Founder • Founder • Founding Member • Chief Executive • Financial Manager • Recognition • Operations Manager • Team Member • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Administrator • Educational Manager

Experience & Education

Position:
Co-Founder, Portfolio Manager at Thompson Peak Capital, LP
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Thompson Peak Capital, LP - palo alto, caCo-Founder, Portfolio Managersince Apr 2009Basso Capital - Stamford, CTPortfolio ManagerOct 2006 - Mar 2009
Languages:
Spanish
Full Profile

David Cheng San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Manager • Financial Manager • Operations Manager • Information Technology Specialist • IT Specialist • Master of Science • Analysts • Loan Accountant

Experience & Education

Position:
Senior Portfolio Manager at Hewlett-Packard
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Hewlett-Packard - Palo Alto, CASenior Portfolio Managersince 2010Megapolitan Investment Group Investment Manager2009 - 2010
Full Profile

Lorraine Fox San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Portfolio Manager and Head of Palo Alto Office at ClearRock Capital
Title:
Senior Investment Advisor
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
ClearRock Capital - Palo Alto, CAPortfolio Manager and Head of Palo Alto Officesince Jun 2010
Languages:
French
Full Profile

Frans Van Gastel San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Biotechnology Professional • Biologist • Biological Scientist • Financial Manager

Experience & Education

Position:
Senior Staff Scientist & R&D portfolio manager at DuPont Industrial Biosciences
Title:
Senior Staff Scientist at DuPont Industrial Biosciences
Location:
San Francisco Bay Area
Industry:
Biotechnology
Work history:
DuPont Industrial Biosciences - 925 Page Mill Road, Palo Alto CA 94304Senior Staff Scientist & R&D portfolio managersince May 2011Genencor, A Danisco Division - 925 Page Mill Road, Palo Alto CA 94304Staff ScientistApr 1997 - Apr 2011
Full Profile

Lauren Bonfiglio San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Credit Analyst • Loan Accountant • Financial Manager • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service • Team Member

Experience & Education

Position:
Portfolio Manager - Technology & Venture Banking Group at Wells Fargo
Title:
Portfolio Manager - Wells Fargo Technology & Venture Banking
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Wells Fargo - Palo Alto, CAPortfolio Manager - Technology & Venture Banking Groupsince Sep 2011Wells Fargo Bank Credit Analyst - Venture Services GroupApr 2010 - Oct 2011
Full Profile

Kieran Osborne Santa Barbara, CA

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at Mission Wealth Management
Location:
Santa Barbara, California
Industry:
Financial Services
Work history:
Mission Wealth Management - Santa Barbara, California AreaPortfolio Managersince Feb 2013Merk Investments - Palo Alto, CADirector of Research, Co-Portfolio Manager2008 - Feb 2013
Certifications:
Chartered Financial Analyst (CFA), CFA Institute
Full Profile

Greg S. San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Sales Agent • Capital Markets Professional • Financial Services Professional • Senior Analyst • Analyst • Analysts • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Research Assistant • Researcher • Survey Researcher

Experience & Education

Position:
Assistant Portfolio Manager at Atherton Lane Advisers
Title:
Assistant Portfolio Manager
Location:
San Francisco Bay Area
Industry:
Capital Markets
Work history:
Atherton Lane Advisers Assistant Portfolio Managersince Oct 2012Centaur Partners - Palo Alto, CAInvestment Banking Senior AnalystJan 2012 - Oct 2012
Languages:
English, Spanish
Full Profile

Alicia Kachmarik San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Credit Analyst • Loan Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Account Service Manager • Client Service Officer • Customer Service • Student Worker

Experience & Education

Position:
Vice President | Portfolio Manager at Wells Fargo
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Wells Fargo Vice President | Portfolio Managersince Mar 2012Wells Fargo Bank - San Jose, CA / Butte, MTVice President, Credit AnalystMay 2010 - Apr 2012
Skills:
Financial Analysis, Commercial Banking, Credit
Full Profile

Gordon Brooks Las Vegas, NV

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service • Mathematician

Experience & Education

Position:
President at Diversified Stochastic Investments
Location:
Las Vegas, Nevada
Industry:
Financial Services
Work history:
Diversified Stochastic Investments Presidentsince Jun 2006Wells Fargo Private Bank Senior Portfolio Manager2000 - 2006
Full Profile

Josie Dillon San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Security Manager • Operations Manager • Financial Manager • Site Manager • Construction Specialist • Construction Laborer • Security

Experience & Education

Position:
VMware - Site Manager at G4S, National Portfolio Manager at Andrews International
Title:
Site Security Manager at G4S
Location:
San Francisco Bay Area
Industry:
Security and Investigations
Work history:
G4S - Palo Alto CAVMware - Site Managersince Mar 2013Andrews International - AdobeNational Portfolio Managersince Jan 2009
Languages:
Spanish
Full Profile

Keith Hwang Seattle, WA

Professions & Specialties

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

Experience & Education

Work

Company:
Vulcan capital - Seattle, WA
Senior investment analyst & portfolio manager
Company:
Connective capital - Palo Alto, CA
Senior equity research analyst
Full Profile

Peter Shaheen San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Supporting Member • Team Member • Computer Software Professional • Software Developers • Partner • Chief Executive • Investor • Analysts • Director • Financial Manager • Operations Manager • Chief Accountant • Account Manager • Master of Business Administration • Paralegal

Experience & Education

Position:
Marketing Associate - Cloud, Social Media, Mobile at SAP
Title:
Marketing and Post-Acquisition Strategy
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
SAP - Palo Alto, CAMarketing Associate - Cloud, Social Media, Mobilesince Jun 2012SAP - Palo Alto, CAAssociate: Graduate AcademyJul 2011 - Jun 2012
Senior Portfolio Manager
Full Profile

Saul Carlin San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Apprentice • Master of Business Administration • Student Worker • Representative • Doctor of Musical Arts • Chief Executive Officer • Vice President • General and Operations Manager • Director of Operations • Operations Manager • Chief Executive • Corporate Executive • Financial Manager • Marketing Manager • Marketing Administrator • Entertainment Professional • Entertainer • Reporter • Computer Software Professional • Software Developers

Experience & Education

Position:
Business & Product Science Intern at Medium.com, MBA Candidate, Class of 2014 at Stanford...
Title:
Business Strategy & Product Science @Medium // @StanfordBiz 2014
Location:
San Francisco Bay Area
Industry:
Internet
Work history:
Medium.com - San FranciscoBusiness & Product Science Internsince Jun 2013Stanford Graduate School of Business - Stanford, CAMBA Candidate, Class of 2014since Jul 2012
Full Profile

Maybo Auyeung San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Coordinator • Managers • Leader • Organization Management • Advisor • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Mathematics • Mathematician • Government Administration Professional • Financial Manager • Community Service Manager • Operations Manager

Experience & Education

Position:
Zero Waste Coordinator at City of Palo Alto
Location:
San Francisco Bay Area
Industry:
Environmental Services
Work history:
City of Palo Alto Zero Waste Coordinatorsince Nov 2012Recology San Mateo County - San Carlos, CAWaste Zero SpecialistApr 2011 - Nov 2012
Skills:
English, Mandarin, Cantonese, Microsoft Excel, Databases, Microsoft Word, PowerPoint, Showcase...
Languages:
English, Mandarin, Cantonese
Full Profile

Pedro Garcia San Francisco, CA

Professions & Specialties

Loan Officer • Loan Officers • Puchasing and Estimating Manager • Vice President • Manager • Chief Executive • Operations Manager • Relationship Manager • Account Service Manager • Client Service Officer • Security • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service • Financial Manager • Loan Accountant

Experience & Education

Position:
VP, Relationship Manager at United Security Bank
Title:
Experienced Finance Professional
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
United Security Bank - Campbell, CAVP, Relationship Managersince Nov 2012Liberty Bank - Palo Alto, CAVP, Commercial Loan OfficerAug 2011 - Jul 2012
Skills:
New Business Development, Financial Analysis, Credit, Credit Analysis, Portfolio Management, Loans, ...
Languages:
Spanish
Portfolio Manager at Borel Private Bank & Trust Co..
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Alex Matteson Denver, CO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Supporting Member • Advisor • Team Member • Administrative Associate • Administrative Clerk • Clerical Specialist • Equipment Tools Purchasing Agent • Agent • Sales Person • Department Store Salesperson • Retail Professional • Retail Salesperson • Sales Representative • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Director • Co-Founder • Project Managers • Chief Executive • Founder • Founding Member • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Researcher • Survey Researcher

Experience & Education

Position:
Associate - Private Equity at Silicon Valley Bank
Location:
Denver, Colorado
Industry:
Banking
Work history:
Silicon Valley Bank - Greater Denver AreaAssociate - Private Equitysince Aug 2012Silicon Valley Bank - Palo Alto, CAAssociate - Speciality Finance DivisionApr 2011 - Aug 2012
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Debra Lepold San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Vice President • Owner • Chief Executive • Fiduciary • Trust Law Attorney • Lawyers • Operations Manager • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Medical Assistant • Medical Assistant • Healthcare Support • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President & Senior Trust Officer at Union Bank
Title:
Vice President at Union Bank
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Union Bank - Palo Alto, CAVice President & Senior Trust Officersince Oct 2005Lepold Fiduciary Services OwnerJan 1998 - Oct 2005
portfolio manager
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Alicia Guerrieri Scottsdale, AZ

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Founder • Chief Executive Officer • Founding Member • Chief Executive • Corporate Executive • Advertising Professional • Advertising Sales Agent • Associate Professor • Lecturer • Postsecondary Teacher • Vice President • Financial Manager • Mathematics • Mathematician • Information Technology Specialist • IT Specialist • Property Manager • Real Estate Manager • Advisor

Experience & Education

Position:
Founder and CEO at iSearchDecor, LLC. (Sole Proprietorship)
Title:
Founder and CEO at iSearchDecor, LLC.
Location:
Scottsdale, Arizona
Industry:
Marketing and Advertising
Work history:
ISearchDecor, LLC. - Phoenix/Scottsdale, Dallas, AustinFounder and CEOsince 2008University of Phoenix, Scottsdale Community College Adjunct Professor1996 - 2012
Skills:
Lead Generation, Marketing, Social Media Marketing, Retail, Sales, Residential Homes, Social...
Portfolio Manager at Hewlett-Packard Corporate Hea..
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Jessica Lind Austin, TX

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Manager • Operations Manager • Information Technology Specialist • IT Specialist • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Contractor • Independent Business Owners • Financial Manager • Project Managers • Technology Director • Technology Manager • Technical Managers • Software Developers • Business Administrator • Analysts • Bachelor of Science

Experience & Education

Position:
TIBCO Integration Manager at Hewlett-Packard, Chief of Staff, Global Integration Services at...
Title:
Chief of Staff & TIBCO Integration Manager, Global Integration Services
Location:
Austin, Texas Area
Industry:
Information Technology and Services
Work history:
Hewlett-Packard - Austin, Texas AreaTIBCO Integration Managersince Jan 2013Hewlett-Packard - Austin, Texas AreaChief of Staff, Global Integration Servicessince Sep 2012
IT Strategy & Planning Portfolio Manager at Hewlett-Packard
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Christine Hahn San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Investor • Partner • Chief Executive Officer • Chief Executive • Corporate Executive • Analyst • Analysts • Financial Manager • Founder • Founding Member • Master of Business Administration • Cellist • Music Artist • Musicians • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist • Entertainment Professional • Entertainer

Experience & Education

Position:
Partner at Better Planet Investments
Title:
Angel Investor
Location:
San Francisco Bay Area
Industry:
Venture Capital & Private Equity
Work history:
Better Planet Investments - Palo Alto, CAPartnersince 2011Swiss Re Managing Director, Head of Global Long / Short Equities2007 - 2010
Skills:
Alternative Investments, Hedge Funds, Asset Allocation, Fixed Income, Equities, Risk Management,...
Senior Portfolio Manager at UBS O'Connor
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Helen Park New York, NY

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Supporting Member • Team Member • Data Analyst • Data Entry Specialist • Data Scientist • Advisor • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Government Administration Professional • Financial Manager • Community Service Manager • Student Worker

Experience & Education

Position:
Strategic Marketing & Analysis Associate at foursquare
Title:
Strategic Marketing & Analysis @ Foursquare
Location:
New York, New York
Industry:
Internet
Work history:
Foursquare Strategic Marketing & Analysis AssociateGraphScience Inc - Palo Alto, CAData AnalystFeb 2012 - Oct 2012
Languages:
English, Spanish, Korean
Portfolio Manager at The Bank of New York Mellon
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Julie Won San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Senior Analyst • Analyst • Analysts • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive

Experience & Education

Position:
Principal at Thistle Finch Investments
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Thistle Finch Investments - Palo Alto, CAPrincipalsince 2011Cogence Capital LLC Senior Analyst2009 - 2010
Certifications:
Chartered Financial Analyst (CFA), CFA Institute
Portfolio Manager at Hanson Investment Management
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