Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Portfolio Managers in New Hampshire

Portfolio Managers in Portsmouth, NH

Find a professional & check records

Here is a complete list of nearly every local Portfolio Managers in Portsmouth, NH.

Be sure to check other states near here to locate the names of more people.

The Trustoria Service Professional Directory helps everyone discover the best service provider for their next project.

14 results found

Nicole Dolan Portsmouth, NH

Professions & Specialties

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

Experience & Education

Position:
Wealth Manager at Veris Wealth Partners
Location:
Portsmouth, New Hampshire
Industry:
Financial Services
Work history:
Veris Wealth Partners Wealth Managersince Dec 2008Bank of Hawaii Assistant Vice President and Portfolio Manager2004 - 2007
Skills:
Investments, Portfolio Management, Financial Modeling, Asset Managment, Investment Strategies,...
Full Profile

Patricia Ouimet Portsmouth, NH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Operations Manager • Financial Manager • Research Assistant • Researcher • Survey Researcher

Experience & Education

Title:
Financial Advisor for Wells Fargo Advisors LLC Private Client Group
Location:
Portsmouth, New Hampshire
Industry:
Financial Services
Work history:
Wells Fargo Advisors LLC Private Client Group - Portsmouth, NHFinancial AdvisorOct 2011 - Jan 2013Bell Rock Capital - Portsmouth, New HampshireSenior Financial Advisor/Equity AnalystFeb 2009 - Oct 2011
Certifications:
FINRA Licenses
Insurance License, Producer
Portfolio Manager/Sr Equity Analyst at John Hancoc..
Full Profile

Amanda Lee Portsmouth, NH

Professions & Specialties

Loan Officer • Mortgage Broker • Loan Officers • Mortgage Specialist • Investment Analyst • Puchasing and Estimating Manager • Underwriter • Analyst • Analysts • Business Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Science • Operations Manager • Financial Manager • Loan Accountant

Experience & Education

Position:
Commercial Real Estate Loan Officer/Underwriter at Granite State Development Corporation
Title:
SBA 504 Loan Officer
Location:
Portsmouth, New Hampshire
Industry:
Banking
Work history:
Granite State Development Corporation - Portsmouth, NHCommercial Real Estate Loan Officer/Underwritersince Jul 2007Bank of America Credit Products AnalystDec 2006 - Jul 2007
Skills:
Loans
CRE Loan Underwriter/Portfolio Manager at Ocean Bank
Full Profile

Peter Weinhold Boston, MA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager • Senior Manager • Community Service Manager • Researcher • Survey Researcher • Systems Analyst • Computer Specialist • IT Analyst • Security • Representative • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Bachelor of Science • Government Administration Professional • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Desktop & Mobile Delivery Manager, Enterprise Technology Services at Liberty Mutual Insurance
Title:
New Mobile Capability Delivery Manager, Enterprise Technology Services at Liberty Mutual Insurance
Location:
Greater Boston Area
Industry:
Information Services
Work history:
Liberty Mutual Insurance - Portsmouth, NHDesktop & Mobile Delivery Manager, Enterprise Technology Servicessince Apr 2010Liberty Mutual Insurance IT Application Portfolio Manager, Enterprise Application ServicesSep 2009 - Apr 2010
Skills:
Mobile Device Management, Mobile Applications, Virtual Desktop, Business Analysis, Product...
Full Profile

Timothy Woolston Boston, MA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive Officer • Chief Executive • Financial Manager • Corporate Executive • Manager • Management Analysts • Operations Manager • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Science • School Administrator • Educational Manager

Experience & Education

Position:
Sr. Vice President/Sr. Portfolio Manager at Citizens Private Bank & Trust
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Citizens Private Bank & Trust - Greater Boston AreaSr. Vice President/Sr. Portfolio Managersince Dec 2012Eastern Investment Advisors, Inc. - Greater Boston AreaManaging DirectorApr 2011 - Mar 2012
Skills:
Equities, Fixed Income, Portfolio Management, Investments, Asset Allocation, Client Facing Skills
Full Profile

Ivka Kalus-bystricky Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Senior Portfolio Manager at Pax World Management LLC
Title:
Portfolio Manager at Pax World Funds
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Pax World Management LLC - Portsmouth, NHSenior Portfolio Managersince Feb 2008State Street Senior Portfolio Manager2004 - 2008
Languages:
French, Czech, German, Spanish
Full Profile

Kristen Hanley Boston, MA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Executive Officer • Director of Quality Control • Vice President • Corporate Executive • Chief Executive • Compliance Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director, Portfolio Manager & Chief Compliance Officer at CMH Wealth Management, LLC
Title:
Managing Director, CMH Wealth Management LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
CMH Wealth Management, LLC - North Hampton, NHManaging Director, Portfolio Manager & Chief Compliance Officersince May 2009US Trust Bank of America Private Wealth Management - Portsmouth, NHVice President & Portfolio Manager1995 - 2009
Full Profile

Julie York Boston, MA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Team Leader • Financial Manager • Chief Executive • Operations Manager • Model • Clerk • Business Intelligence Professional • Business Administrator • Analyst • Analysts • Clerical Specialist • Business Consultant • Advisor • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Data Entry Specialist • Data Scientist • IT Analyst • School Administrator • Educational Manager • Customer Service

Experience & Education

Position:
IT Portfolio Manager at Liberty Mutual Insurance
Location:
Greater Boston Area
Industry:
Insurance
Work history:
Liberty Mutual Insurance - Dover, NHIT Portfolio Managersince Jun 2013RBS Citizens Group VP, Team LeaderJul 2012 - Jun 2013
Full Profile

Daniel Fallon Boston, MA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Chief Operating Officer at The Kane Company
Location:
Greater Boston Area
Industry:
Real Estate
Work history:
The Kane Company - Portsmouth, NHChief Operating Officersince Feb 2012CB Richard Ellis Portfolio ManagerJun 2008 - Feb 2012
Skills:
Disposition, Real Estate Economics, Negotiation, Leases, Corporate Real Estate, Lease...
Full Profile

Mary Lou Mackin Boston, MA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Publisher • Publishing Professional • Owner • Financial Manager • Chief Executive

Experience & Education

Position:
Publisher, Fountas & Pinnell at Heinemann Publishing, Fountas & Pinnell Portfolio Manager...
Title:
Publisher, Fountas & Pinnell at Heinemann Publishing
Location:
Greater Boston Area
Industry:
Publishing
Work history:
Heinemann Publishing - Portsmouth, NHPublisher, Fountas & Pinnellsince May 2013Heinemannn Fountas & Pinnell Portfolio Managersince Dec 2005
Full Profile

Karen Schroeder Tewksbury, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Analyst • Analysts • Supplier • Sales Support Analyst • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Sales Support • Sales Engineer • Financial Analyst • Biotechnology Professional • Biologist • Biological Scientist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Pricing Analyst II at Corning Life Sciences
Title:
Pricing Analyst II
Location:
Tewksbury, Massachusetts
Industry:
Biotechnology
Work history:
Corning Life Sciences - Tewksbury, MAPricing Analyst IIsince Mar 2010Salient Surgical Technologies, Inc. - Portsmouth, NHSenior Sales AnalystApr 2009 - Nov 2009
Portfolio Manager at Smith Barney
Full Profile

Salina Mcintire Boston, MA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Marketing Professional • Advertising Sales Agent • Director • Marketing Director • Operations Manager • Chief Executive • Financial Manager

Experience & Education

Title:
Sales and Marketing Professional
Location:
Greater Boston Area
Industry:
Consumer Services
Work history:
C&J Bus Lines - Portsmouth, NHDirector of Sales and MarketingAug 2012 - Jun 2013BANKW Holdings, LLC Director of MarketingJan 2012 - Aug 2012
Portfolio Manager at Fleet Bank
Full Profile

John Kane Boston, MA

Professions & Specialties

Puchasing and Estimating Manager • Counselor • Analyst • Advisor • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Master of Business Administration • Financial Manager

Experience & Education

Position:
Consultant at Prime, Buchholz & Associates
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Prime, Buchholz & Associates - Boston, MAConsultantsince Jan 2013Prime, Buchholz & Associates - Boston, MAConsulting AnalystJan 2012 - Dec 2012
Junior Portfolio Manager at State Street Global Advisors
Full Profile

Kevin De Sa Boston, MA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Information Technology Director • Financial Manager • Software Engineer • IT Manager • Software Developers • Project Managers • Operations Manager

Experience & Education

Position:
IT Director, Global Specialty at Liberty Mutual Insurance
Title:
IT Director, Global Specialty
Location:
Greater Boston Area
Industry:
Insurance
Work history:
Liberty Mutual Insurance - Greater Boston AreaIT Director, Global Specialtysince Aug 2012Liberty Mutual Group - Weston, MASoftware Development and Application Portfolio ManagerApr 2009 - Aug 2012
Languages:
Portuguese
Full Profile

Portfolio Managers near Portsmouth, NH0246810DoverNorth AndoverHaverhillKitteryYorkNorth HamptonEssexByfieldBoxfordAmesbury


Portfolio Managers around Portsmouth, NH

Amesbury  (1)
Boxford  (1)
Byfield  (1)
Dover  (9)
Essex  (2)
Haverhill  (4)
Kittery  (3)
Rochester  (1)
Wenham  (1)
York  (2)

Portfolio Managers in New Hampshire

Sub-specializations

Portfolio Manager  (14)