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Portfolio Managers in California

Portfolio Managers in Pasadena, CA

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56 results found

Samuel Jang Los Angeles, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Teller • Research Analyst • Research Assistant • Researcher • Survey Researcher • Non-Profit • Counselor • Advisor • Financial Manager • Managers • Analysts • Chief Executive Officer • Operations Manager • Management Team Executive • Financial Officer • Corporate Executive • Chief Executive • Music Professor • Music Professors • Technical Support Specialist • IT Analyst • Systems Support Specialist • Support Specialists • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service

Experience & Education

Position:
Investment Research Analyst at NexGen Wealth Management, Non-Profit Arts Marketing &...
Title:
Investment Research Analyst at NexGen Wealth Management
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
NexGen Wealth Management - City of IndustryInvestment Research Analystsince Aug 2013Samuel Jang Consulting - Glendale, CANon-Profit Arts Marketing & Development Consultantsince Mar 2011
Full Profile

Daryl James Pasadena, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Construction • Non-Profit • Organization Management • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Operations Manager • Financial Manager

Experience & Education

Position:
Community Stabilization Program at Rebuilding Together Long Beach
Title:
J.D.
Location:
Pasadena, California
Industry:
Nonprofit Organization Management
Work history:
Rebuilding Together Long Beach - Long Beach, CACommunity Stabilization Programsince Mar 2012Strategic Realty Group - Southern CaliforniaPortfolio ManagerJan 2011 - Mar 2012
Skills:
Disposition, Real Estate, Real Estate Development, Asset Managment, Financial Analysis, Property...
Full Profile

Jason Agraz Pasadena, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Partner • Manager • Financial Manager • Chief Executive • Operations Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Credit Portfolio Manager at Bank of America
Title:
Credit Portfolio Manager - Bank of America
Location:
Pasadena, California
Industry:
Banking
Work history:
Bank of America - Pasadena, CA.Credit Portfolio Managersince Jan 2006Red Brick Realtors - Arcardia, CA.Partner / ManagerSep 2006 - Sep 2008
Full Profile

Chris Flexhaug Los Angeles, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Acting Professional • Entertainment Professional • Impersonator • Entertainer • Partner • Financial Manager • Chief Executive • Customer Service • Client Service Officer

Experience & Education

Position:
Film, Television, and Commercial Actor at Jessica's A List and Entertainment Partners
Location:
Greater Los Angeles Area
Industry:
Entertainment
Work history:
Jessica's A List and Entertainment Partners - Los Angeles, CAFilm, Television, and Commercial Actorsince Apr 2001Northridge Toyota - Northridge, CAPortfolio Manager, SalesSep 2007 - Apr 2010
Skills:
Public Speaking, Film, Entertainment, Acting, Team Building
Full Profile

Nick Jones Los Angeles, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Supporting Member • Team Member • Model • Financial Manager • Analysts • Custodial Worker • Cleaners • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Student Worker • Sales Representative • Mathematician

Experience & Education

Position:
Portfolio Manager Associate at Nuveen Investments (NWQ)
Title:
Portfolio Manager Associate at Nuveen Investments
Location:
Los Angeles, California
Industry:
Investment Management
Work history:
Nuveen Investments (NWQ) - Century CityPortfolio Manager Associatesince May 2012Nuveen Investments Portfolio AdministratorOct 2011 - May 2012
Full Profile

Aaron Wasielewski Los Angeles, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Assistant Vice President • Chief Executive • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Construction • Contractor • Advisor • Agent • Sales Representative • Credit Analyst • Independent Business Owners • Loan Accountant

Experience & Education

Position:
Vice President - Commercial Portfolio Manager at Wells Fargo Bank
Location:
Greater Los Angeles Area
Industry:
Banking
Work history:
Wells Fargo Bank - Los Angeles, CAVice President - Commercial Portfolio Managersince Mar 2011Wells Fargo Bank - Los Angeles, CAAssistant Vice President - Credit AnalystApr 2009 - Mar 2011
Full Profile

Eric Man Los Angeles, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Apprentice • Team Leader • Financial Manager • Operations Manager • Student Worker • Customer Service Associate • Client Service Officer • Customer Service

Experience & Education

Position:
Portfolio Administrator at Western Asset Management
Title:
at Western Asset Management
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Western Asset Management - Pasadena, CAPortfolio Administratorsince Nov 2009Student Managed Investments Fund Portfolio Manager InternJun 2007 - Aug 2008
Full Profile

Scott Barker Los Angeles, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Counselor • Advisor • Construction • Software Engineer • Software Developers • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Research Assistant • Researcher • Survey Researcher • Mathematician • Sales Representative

Experience & Education

Position:
VP, Assistant Portfolio Manager at Guggenheim Partners
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Guggenheim Partners - Santa MonicaVP, Assistant Portfolio Managersince Jan 2012Self - Los Angeles, CAConsultant2011 - Jan 2012
Full Profile

Kevin Salveson Pasadena, CA

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Partner • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Master of Science • Advisor • Entertainer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Press Writer • Correspondent

Experience & Education

Position:
Partner at Ascend Financial Consultants, Inc.
Title:
Partner at Ascend Financial Consultants, Inc
Location:
Pasadena, California
Industry:
Financial Services
Work history:
Ascend Financial Consultants, Inc. - Pasadena, CAPartnersince Jul 2012Morgan Stanley Smith Barney - Claremont, CAFinancial Advisor, 2nd V.P. Wealth Management1999 - Jul 2012
Languages:
Chinese - intermediate
Full Profile

Devon Chan Los Angeles, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Information Technology Systems Director • Chief Executive • Financial Manager • Information Technology Coordinator • IT Manager

Experience & Education

Position:
Vice President at Holliston Condominium Homeowners Association, Assistant Portfolio Manager at AR...
Title:
Vice President at Holliston HOA
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Holliston Condominium Homeowners Association - Pasadena, CAVice Presidentsince 2012AR Asset Management, Inc. - Beverly Hills, CAAssistant Portfolio Managersince 2012
Full Profile

Clay Marquardt Pasadena, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President, Portfolio Manager at Morgan Stanley
Title:
Financial Advisor, Senior Vice President at Morgan Stanley
Location:
Pasadena, California
Industry:
Financial Services
Work history:
Morgan Stanley - Pasadena CaSenior Vice President, Portfolio Managersince Dec 1980
Full Profile

Brent Norland Los Angeles, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Research Analyst • Research Assistant • Researcher • Survey Researcher • Analyst • Analysts • Owner • Financial Manager • Chief Executive • Project Managers • Master of Business Administration • Software Developers • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Equity Analyst / Portfolio Manager at Robert Bender & Associates
Title:
Research Analyst & Portfolio Manager, Robert Bender & Associates
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Robert Bender & Associates - Pasadena, CaEquity Analyst / Portfolio Managersince Oct 2010Vendor Solutions, Inc - Greater Los Angeles AreaOwner / Business DevelopmentJan 2000 - Apr 2010
Skills:
Portfolio Management, Executive Management, SQL, Fixed Income, Investment Management, Fundamental...
Certifications:
CPA - Inactive, California
Full Profile

Connie Morgan Pasadena, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Program Director • Operations Manager • Financial Manager • Command Sergeant Major • Wellness and Fitness • Chief Information Officer • Senior Manager • Vice President • Chief Executive • Technology Director • Technology Manager • Technical Managers • Project Managers • Hospital Care Professional • Health Professional • Health Practitioner • Project Manager • Business Consultant • Advisor • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Program Manager, Care Delivery, Convergent Medical Terminology programs/projects, PMP, CSM at...
Location:
Pasadena, California
Industry:
Health, Wellness and Fitness
Work history:
Kaiser Permanente IT - Pasadena, CAProgram Manager, Care Delivery, Convergent Medical Terminology programs/projects, PMP, CSMsince Nov 2010Kaiser Permanente IT Portfolio ManagerJan 2010 - Feb 2011
Skills:
Program Management, Enterprise Software, PMP, Certified Scrum Master CSM, Project Management,...
Full Profile

George Hajj Los Angeles, 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 • Corporate Executive • Managers • Technical Support Specialists • Higher Education Professional • School Administrator • Educational Manager • Lecturer • Postsecondary Teacher

Experience & Education

Position:
Portfolio Manager at Crabel Capital Management
Title:
Portfolio Manager, Crabel Capital Management
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Crabel Capital Management Portfolio Managersince Apr 2011RBS Sempra Commodities Senior Vice PresidentSep 2009 - Mar 2011
Full Profile

Paul Ryan Pasadena, CA

Professions & Specialties

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

Experience & Education

Position:
Fixed Income Portfolio Manager and First Vice President at RNC Genter Capital Management
Title:
Fixed Income Portfolio Manager
Location:
Pasadena, California
Industry:
Investment Management
Work history:
RNC Genter Capital Management Fixed Income Portfolio Manager and First Vice Presidentsince Jul 2001
Full Profile

Maria Solatorio Pasadena, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Administrative Associate • Office Assistant • Administrative Clerk • Clerical Specialist • Office Clerk • Financial Manager • Publishing Professional • Financial Officer • Chief Executive • Operations Manager • Paralegal • Litigation Support Specialist • Bachelor of Arts

Experience & Education

Work

Company:
Southern california edison
Administrative assistant to portfolio manager
Company:
Temporary contracts
Executive assistant

Skills

Proficient in Word, Excel, PowerPoint, Access, Lotus Notes, SAP, Portal, Outlook, SnagIt....
Full Profile

Kondorosi Edit Los Angeles, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Senior Vice President • Vice President • Manager • Chief Executive • Financial Manager • Operations Manager • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Senior Vice President, Loan Portfolio Manager at Wells Fargo Capital Finance, VP, Relationship Team ...
Title:
Senior Vice President, Loan Portfolio Manager at Wells Fargo Capital Finance
Location:
Greater Los Angeles Area
Industry:
Banking
Work history:
Wells Fargo Capital Finance - Pasadena, CASenior Vice President, Loan Portfolio Managersince Jun 2012Wells Fargo VP, Relationship Team Managersince Apr 2005
Full Profile

Peter Viehl Pasadena, CA

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at Gamble Jones Investment Counsel
Title:
Portfolio Manager, Gamble Jones Investment Counsel
Location:
Pasadena, California
Industry:
Investment Management
Work history:
Gamble Jones Investment Counsel Portfolio Managersince Jan 2013Trust Company of the West - Los Angeles, CAManaging DirectorJun 1993 - Dec 2012
Full Profile

Mark Withers Pasadena, CA

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative

Experience & Education

Position:
Senior Vice President, Senior Portfolio Manager - Financial Advisor at Morgan Stanley
Title:
Senior Vice President - Financial Advisor, Senior Portfolio Manager at Morgan Stanley
Location:
Pasadena, California
Industry:
Financial Services
Work history:
Morgan Stanley - Pasadena, CASenior Vice President, Senior Portfolio Manager - Financial Advisorsince Feb 1994Bear Stearns - Los Angeles, CABroker AssistantFeb 1992 - Dec 1993
Full Profile

Jay Cohen Pasadena, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Development Director • Financial Manager • HR Manager • Senior Manager • Operations Manager • Chief Executive • Project Managers • Researcher • Survey Researcher • Master of Business Administration • Bachelor of Arts • School Administrator • Educational Manager

Experience & Education

Work

Company:
Quest diagnostics
Portfolio manager
Company:
Electronic arts
Development director
Full Profile

Ervine Huang Pasadena, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Cheung & chu cpa apc - West Covina, CA
Sr. accounting manager
Company:
Lighthorse asset management, llc - Brea, CA
Associate portfolio manager

Skills

Fluent in Mandarin and Taiwanese, Proficient with MS Office (Word, Excel, & PowerPoint) and...
Full Profile

Daryl James Pasadena, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Historian • Volunteer • Non-Profit • Financial Manager

Experience & Education

Work

Company:
Strategic realty group
Portfolio manager
Company:
Los angeles office of historic resources
"survey la" field survey & research historian (volunteer)
Full Profile

Nejdeh Avedian Los Angeles, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Director • Financial Manager • Operations Manager • Bookkeeper

Experience & Education

Position:
Senior Portfolio Manager at Charles Dunn Company
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Charles Dunn Company Senior Portfolio Managersince Oct 2006Shea Properties - Pasadena CADirectorMar 2004 - Oct 2006
Full Profile

Russell Chang Pasadena, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Analyst • Analysts • Financial Manager

Experience & Education

Work

Company:
Charles dunn company
Assistant portfolio manager
Company:
Pro capital ltd - London
Real estate analyst

Skills

Microsoft Office Suite, Yardis, Avid, Financial Modeling, 100+ WPM
Full Profile

Angel Sy Pasadena, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Capital fair international ltd
Business development consultant
Company:
Asia gateway inc - Milpitas, CA
Portfolio manager
Full Profile

Cyrus Khavari Pasadena, CA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Manager

Experience & Education

Work

Company:
Ptg futures llc
Head of risk
Company:
Ing investment management - Pasadena, CA
Financial advisor
Full Profile

Jantosh Bansal Pasadena, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Kaiser permanente
Portfolio manager
Company:
Telgian corporation - Phoenix, AZ
Application manager
Full Profile

Chris Gutierrez Los Angeles, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Account Manager • Volunteer • Coordinator • PR and Communications Professional • Non-Profit • Managers • Public Relations Professinal • Sales Person • Sales Representative • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Organization Management • Contractor • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Bachelor of Science • Real Estate Sales Agent • Real Estate Manager • Financial Manager • Chief Executive • Operations Manager

Experience & Education

Position:
Volunteer Public Relations Coordinator at Stand Up For Kids, Sales Consultant at AT&T Mobility
Title:
Account Manager
Location:
Greater Los Angeles Area
Industry:
Public Relations and Communications
Work history:
Stand Up For Kids Volunteer Public Relations Coordinatorsince Nov 2011AT&T Mobility - Whittier, CaSales Consultantsince Jul 2011
Skills:
Strategic Partnerships, Public Speaking, Strategic Communications, Business Strategy, Public...
Portfolio Manager II at REDC LLC
Full Profile

Henry Lim Los Angeles, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Senior Associate • Research Scientist • Marketing Manager • Manager • Operations Manager • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Supervisor • Custodian • Team Member • Managers • Custodial Worker • Cleaners • Financial Manager • Analysts • Advisor

Experience & Education

Title:
Senior Associate at Lombardia Capital Partners
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Lombardia Capital Partners - Pasadena, CASenior Associate / Client Service & Marketing ManagerApr 2010 - Nov 2011Wilshire Associates - Santa Monica, CAAssociate & Supervisor of Performance MeasurementMar 2006 - Feb 2010
..by streamlining custodian bank and portfolio manager data
Full Profile

David Garza Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Director - Portfolio Management at BNY Mellon
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
BNY Mellon - Greater Los Angeles AreaSenior Director - Portfolio Managementsince Oct 2010M&I Bank - Greater Los Angeles AreaSenior Vice PresidentNov 2006 - Nov 2010
Skills:
Portfolio Management, Wealth Management, Hedge Funds, Accounting, Public Speaking, Team Leadership, ...
Certifications:
Certified Public Accountant, State Board of Accountancy, California
Chartered Financial Analyst, CFA Institute
Portfolio Manager
Full Profile

Jay Kim Los Angeles, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Manager • Operations Manager • Vice President • Chief Executive • Financial Manager • Marketing Manager • Relationship Manager • Account Service Manager • Client Service Officer • Branch Manager • Field Marketing Specialist • Marketing Administrator • Master of Business Administration • Customer Service

Experience & Education

Position:
SVP & Sr. Planning Officer at BBCN Bank
Title:
SVP & Sr. Planning Officer at BBCN Bancorp, Inc.
Location:
Greater Los Angeles Area
Industry:
Banking
Work history:
BBCN Bank - greater los angeles areaSVP & Sr. Planning Officersince Apr 2013BBCN Bank - mid-wilshire, los angeles, caSVP & ManagerMay 2010 - Apr 2013
Languages:
English, Korean
Full Profile

Peter Chou Los Angeles, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Business Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Manager

Experience & Education

Position:
Portfolio Administrator at Western Asset, Business Manager at LP Logistics
Title:
Portfolio Administrator
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Western Asset - Pasadena, CAPortfolio Administratorsince Aug 2011LP Logistics Business Managersince Jan 2008
..Portfolio Management at Investment Portfolio Manager at CSULB Student Managed Investm..
Full Profile

Christine Fedukowski Pasadena, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Acquisitions Manager • Purchasing Managers • Financial Manager • Vice President • Chief Executive

Experience & Education

Position:
Principal at CFC - Distinctive Sustainable Development
Title:
Principal at CFC - Financing Strategies for Urban Infill and Historic Properties
Location:
Pasadena, California
Industry:
Real Estate
Work history:
CFC - Distinctive Sustainable Development Principalsince 2009NTCIC Acquisitions ManagerJan 1999 - Jul 2009
Skills:
Real Estate Development, Disposition, Historic Preservation, Real Estate, Asset Managment,...
Languages:
French and Spanish
Portfolio Manager at Goldman Sachs
Full Profile

Christine Voyvodich Los Angeles, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Board Member • Management Team Executive • Operations Manager • Community Service Manager • Government Administration Professional • Manager • Financial Manager • Construction • Supervisor • Coordinator • Business Administrator • Managers • Bachelor of Science • Advertising Professional • Advertising Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
. at LACSD, Board Member at Pasadena Service Federal Credit Union at Pasadena Service Federal...
Title:
Board Member at Pasadena Service Federal Credit Union
Location:
Greater Los Angeles Area
Industry:
Government Administration
Work history:
LACSD - Whittier, CA.since Aug 2006Pasadena Service Federal Credit Union Board Member at Pasadena Service Federal Credit Unionsince 2001
Skills:
Strategic Planning, Government, Credit Analysis, Financial Risk Management, Securities and...
Portfolio Manager at Clifford Swan Investment Coun..
Full Profile

Aimee Brazeau Los Angeles, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Owner • Director • Chief Executive • Operations Manager • Independent Consultant • Construction • Counselor • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
Owner at Portfolio Resource Group
Location:
Greater Los Angeles Area
Industry:
Commercial Real Estate
Work history:
Portfolio Resource Group - Pasadena, CAOwnersince 2006Faris Lee Investments - Irvine, CADirector, Asset Management2004 - 2005
Skills:
Real Estate, Real Estate Finance, Investments, Excel, Real Estate Economics
Portfolio Manager at TCW Realty Advisors
Full Profile

Barrie Rice Los Angeles, CA

Professions & Specialties

Trader • Equity Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Manager • Financial Manager • Operations Manager • Bachelor of Business Administration • Business Administrator • Team Member

Experience & Education

Title:
Head Trader at Sabal Capital Management, LLC
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Expo Capital Management, LLC Head TraderFeb 2007 - Jul 2012Vantis Capital Management, LLC - Pasadena, CAEquity TraderApr 2006 - Dec 2006
Skills:
Hedge Funds, Equities, Securities, Fixed Income, Equity Research, Trading, Equity Trading,...
Fixed Income Associate Portfolio Manager at RNC Genter Capital Management
Full Profile

Brian Borgedahl Pasadena, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Senior Director • Senior Manager • Operations Manager • Finance and Accounting Specialist • Controller • Accounting Bookkeeper • Bookkeeper • Crewman • Team Member • Financial Officer • Financial Manager • Analyst • Analysts • Student Worker

Experience & Education

Work

Company:
Deluxe digital studios
Senior director, finance & accounting
Company:
North american scientific, inc - Chatsworth, CA
Corporate controller
Full Profile

Charlie Duff Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Client Service Executive at Western Assset
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Western Assset - Pasadena, CAClient Service Executivesince Sep 1998Bank of America Capital Mgmt VP, Portfolio ManagementSep 1995 - Sep 1998
Full Profile

Sami Sankari Alhambra, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Director • Chief Executive Officer • Partner • Operations Manager • Corporate Executive • Chief Executive • Produce Manager • Financial Manager • Production Manager • Business Administrator • Managers • Clerical Specialist

Experience & Education

Work

Company:
Marguerite gardens - Alhambra, CA
Director, environmental services
Company:
Villa rivera community association - Long Beach, CA
On-site general manager
Full Profile

Trish Keenan South Pasadena, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Transition Manager • Work Force Services • Counselor • Independent Consultant • Business Administrator • Supporting Member • Advisor • Team Member • Vice President • Manager • Operations Manager • Financial Manager • Chief Executive • Bachelor of Science • Independent Business Owners

Experience & Education

Work

Company:
Universal music group (vivendi)
Company:
Universal music group (vivendi)
Global transition services manager
Full Profile

Angela Nunez Pasadena, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Sales Agent • Real Estate Manager • Advertising Professional • Advertising Sales Agent • Financial Manager • Managers • Office Clerk • Clerical Specialist

Experience & Education

Work

Company:
Real estate heaven
Real estate agent
Company:
Hunter group, inc
Property manager
Full Profile

Alan Siebenaler Pasadena, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Agent • Sales Representative • Instructor • Pedagogue • Associate Professor • Lecturer • Postsecondary Teacher • Investor • Advisor • Spokesperson • Representative • Board Member • Owner • Manager • Director • Management Team Executive • Operations Manager • Chief Executive • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Distressed properties
Work:
KW Commercial
Pasadena, CA
(310) 625-6398 (Phone)
Property type:
Multi-family
Awards:
Top 40 under 40 - Pasadena Magazine
Skills:
Real Estate Wealth Portfolio Manager, Real Estate Investment Conference Speaker
About:
Alan Siebenaler's SummaryTeacher / Speaker:- National Speaker Retire On Income Seminars, 2013-...
Full Profile

Jack Liebau New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Financial Manager • Founding Member • Entertainment Professional • Entertainer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Research Assistant • Researcher • Survey Researcher

Experience & Education

Position:
President and CEO at Alleghany Capital Partners
Location:
New York, New York
Industry:
Investment Management
Work history:
Alleghany Capital Partners President and CEOsince Jul 2013Davis Advisors - Greater New York City AreaPortfolio ManagerSep 2011 - Jul 2013
Full Profile

Sean Smith Seattle, WA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Research Analyst • Researcher • Research Assistant • Survey Researcher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction • Financial Manager

Experience & Education

Position:
Senior Capital Markets Research Analyst at Russell Investments
Title:
Senior Research Analyst at Russell Investments
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Russell Investments - SeattleSenior Capital Markets Research Analystsince 2010First Quadrant - Pasadena, CAResearcher / Portfolio Manager2000 - 2009
Full Profile

Dean Lambertson Las Vegas, NV

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • School Principal • Dean • School Administrator • Educational Manager • Higher Education Professional • Counselor • Investor • Construction • Project Development Specialist • Advisor • Skilled Professional • Homebuilder • Builder • Construction Specialist • Construction Laborer • Vice President • Chief Executive • Financial Manager • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Principal at Dean Lambertson CRE Financing Consultant
Title:
Commercial Real Estate Lending Executive: Business Development | Relationship Management | Consulting
Location:
Las Vegas, Nevada Area
Industry:
Commercial Real Estate
Work history:
Dean Lambertson CRE Financing Consultant - Las Vegas, Nevada AreaPrincipalWells Fargo - Las Vegas, Nevada AreaVP, Relationship Manager2006 - 2012
Skills:
Loans, Credit, Portfolio Management, Customer Service, Commercial Real Estate Analysis, Financial...
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Richard Ong Santa Ana, 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 • Research Analyst • Research Assistant • Researcher • Survey Researcher • Apprentice • Security • Student Worker • Financial Manager • Team Member • Analysts • Vice President • Chief Executive • Operations Manager

Experience & Education

Position:
Senior MBS Settlements Specialist at Western Asset Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Western Asset Management - Pasadena, CASenior MBS Settlements Specialistsince Oct 2011Anfield Capital Management, LLC - Newport Beach, CAResearch Analyst InternNov 2010 - Mar 2011
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Al Polit San Diego, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Partner • Manager • Chief Investment Officer • Chief Executive • Operations Manager • Financial Manager • Management Analysts • Project Managers • Project Manager

Experience & Education

Position:
Partner/Portfolio Manager at Lombardia Capital Partners
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
Lombardia Capital Partners - Pasadena, CAPartner/Portfolio Managersince 2011Dean Chase Global Value, LLC Chief Investment Officer/PM2004 - 2011
Skills:
Investment Management, Equity Research, Portfolio Management, International Investment, Asset...
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Andrew Heilman San Diego, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Supporting Member • Team Member • Credit Analyst • Loan Accountant • Financial Manager

Experience & Education

Position:
Associate Portfolio Manager at MH & Associates
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
MH & Associates - Pasadena, CAAssociate Portfolio Managersince Dec 2005Southern California Edison - Rosemead, CACommercial Credit AnalystOct 1999 - Dec 2005
Skills:
Portfolio Management
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Cliff Demarest Dallas, TX

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Chairperson • Chief Investment Officer • Chief Executive Officer • Chief Executive • Management Analysts • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Financial Manager

Experience & Education

Position:
President at Consilium Wealth Advisory
Title:
President - Consilium Wealth Advisory
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Consilium Wealth Advisory - Dallas/Fort Worth AreaPresidentsince Sep 2011Northern Trust - Dallas, TXChief Investment Officer Texas & Managing Director of Wealth AdvisoryJun 2005 - Sep 2011
Skills:
Asset Management, Portfolios, High Net Worth Individuals, Investments, Asset Allocation, Equities,...
Languages:
Spanish
Certifications:
Certified Personal Wealth Advisor (CPWA), IMCA
Series 65, IMCA
Senior Vice President & Portfolio Manager at Bank of America
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Sam Diedrich Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Manager • Financial Manager • Operations Manager • Market Analyst • Market Research Analyst • Electrical Engineer • Electrical Engineering

Experience & Education

Position:
Portfolio Manager: Fixed Income Relative Value, Macro, and Mortgage Strategies at PAAMCO
Title:
Fund of Hedge Funds Portfolio Manager at PAAMCO
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
PAAMCO Portfolio Manager: Fixed Income Relative Value, Macro, and Mortgage Strategiessince Aug 2008Johns Hopkins University Applied Physics Laboratory - Laurel, MDElectrical EngineerJan 2001 - Aug 2006
Certifications:
Certificate in Quantitative Finance (CQF), Wilmott/7city Learning
Chartered Financial Analyst (CFA), CFA Institute
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Portfolio Managers near Pasadena, CA03316629931,3241,655Los AngelesGlendaleMonterey ParkMonroviaRosemeadArcadiaSouth PasadenaEl MonteSan GabrielTemple City