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Portfolio Managers in Utah

Portfolio Managers in Salt Lake City, UT

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Here is a complete list of most experienced Portfolio Managers in Salt Lake City, UT.

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238 results found

Steven Benard Salt Lake City, UT

Professions & Specialties

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

Experience & Education

Position:
Head Portfolio Manager at Global Capital Reserves
Title:
Head of Commodities, Futures Strategies, Global Capital Reserves
Location:
Greater Salt Lake City Area
Industry:
Investment Banking
Work history:
Global Capital Reserves Head Portfolio Managersince Aug 2004
Skills:
Technical Analysis, Commodity, Integration, Project Management, Process Improvement, Networking,...
Languages:
Spanish
Full Profile

Dave Hanks Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Relationship Manager • Equipment Tools Purchasing Agent • Client Service Officer • Account Service Manager • Department Store Salesperson • Retail Professional • Retail Salesperson • Vice President • Chief Executive • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Medical Practice Professional • Medical Practitioner • Certified Public Accountant • Credit Analyst • Accounts Receivable • Accounting Bookkeeper • Bookkeeper • Loan Accountant • Non-Profit • Construction • Advisor • Subject Matter Expert • Skilled Professional • Customer Service • Advertising Professional • Advertising Sales Agent

Experience & Education

Position:
Commercial Relationship Manager, Vice President at Zions Bank
Title:
Commercial Relationship Manager at Zions Bank
Location:
Greater Salt Lake City Area
Industry:
Banking
Work history:
Zions Bank - Commercial Banking Center, Salt Lake CityCommercial Relationship Manager, Vice Presidentsince Oct 2012Zions First National Bank - Salt Lake City, UTCommercial Portfolio Manager/ Vice PresidentNov 2005 - Oct 2012
Skills:
Credit, Cash Flow, Portfolio Management, Credit Risk, Underwriting, Loans, Credit Analysis,...
Full Profile

Aaren Humpherys Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Partner • Managing Partner • Chief Executive • Financial Manager • Investor • Supervisor • Managers • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Managing Real Estate Partner at Triple Vision, LLC, Real Estate Investor at Real Estate Investors...
Location:
Greater Salt Lake City Area
Industry:
Real Estate
Work history:
Triple Vision, LLC Managing Real Estate Partnersince Jan 2010Real Estate Investors Club Real Estate Investorsince Aug 2009
Skills:
Real Estate Investor, Financial Liberator, Social Media Guru, Genealogy Expert, Retirement...
Full Profile

Matt Chadwell Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Analyst • Analysts • Research Analyst • Research Assistant • Researcher • Survey Researcher • Model • Financial Manager • Entrepreneur • Managers • Market Analyst • Market Research Analyst • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Teaching Assistant • Physical Therapist • Physical Therapists • Sales Representative

Experience & Education

Position:
Portfolio Analyst at CLS Investments, LLC, Investment Research Analyst at CLS Investments, LLC
Title:
Portfolio Analyst at CLS Investments, LLC
Location:
Greater Salt Lake City Area
Industry:
Investment Management
Work history:
CLS Investments, LLC - Greater Omaha AreaPortfolio Analystsince Dec 2012CLS Investments, LLC - Greater Omaha AreaInvestment Research Analystsince Jun 2012
Languages:
Spanish
Full Profile

Duane Bishop Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Loan Officers • Financial Manager • Construction • Bachelor of Science • Psychologist • Builder • Construction Specialist • Construction Laborer • Psychology Specialist

Experience & Education

Position:
Commercial Loan Portfolio Manager III at Zions Bank
Title:
Credit Administrator at WebBank
Location:
Greater Salt Lake City Area
Industry:
Banking
Work history:
Zions Bank Commercial Loan Portfolio Manager IIIsince 2010WebBank Credit AdministratorOct 2008 - Jan 2010
Full Profile

Ray Sweger Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Financial Manager • Business Administrator • Corporate Executive • Chief Executive • Master of Business Administration • Trust Law Attorney • Lawyers

Experience & Education

Position:
Commercial Portfolio Manager at US Bancorp - National Bank
Title:
Portfolio Manager at US Bank
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
US Bancorp - National Bank Commercial Portfolio Managersince Nov 2008Zions First National Bank - Regional Bank Corporate Banking AnalystAug 2007 - Nov 2008
Full Profile

Eric Mcfarland Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager • Analyst • Analysts • Team Member • Model • Finance and Accounting Specialist • Loan Accountant • Financial Compliance Examiner • Auditor • Controller • Accounting Bookkeeper • Bookkeeper • Market Research Analyst

Experience & Education

Position:
Risk Manager at American Express
Location:
Greater Salt Lake City Area
Industry:
Banking
Work history:
American Express - Greater Salt Lake City AreaRisk Managersince Dec 2011Zions Bank - Greater Salt Lake City AreaCommercial Loan Portfolio ManagerFeb 2011 - Dec 2011
Skills:
VBA, Bonds, Financial Statement Analysis, Business Valuation, Financial Modeling, PowerPoint,...
Languages:
Chinese, English, Japanese
Full Profile

Ramana Yalavarty Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Information Officer • Information Technology Director • Program Director • Partner • Financial Manager • Technology Director • Technology Manager • Technical Managers • Operations Manager • Chief Executive • Information Technology Specialist • Computer Network Professional • IT Specialist • IT Manager • Network Administrator • Supporting Member • Team Member • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Project Managers • Software Developers • Computer Specialist • Business Consultant • Advisor • Recruitment • Health Professional • Health Practitioner • Automotive Professional

Experience & Education

Position:
Sr. IS Portfolio Manager at Intermountain Healthcare
Location:
Greater Salt Lake City Area
Industry:
Information Technology and Services
Work history:
Intermountain Healthcare - Greater Salt Lake City AreaSr. IS Portfolio Managersince Apr 2013AIDS Healthcare Foundation - Greater Los Angeles AreaAssoc IT Director, Process & Project Management2010 - 2013
Skills:
SAP, IT Strategy, Project Portfolio Management, Service Management, VoIP, ITIL, PMO, Strategic...
Certifications:
PMP, PMI
Full Profile

Jeffrey Vanek Salt Lake City, UT

Professions & Specialties

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

Experience & Education

Title:
Investment Land Portfolio Manager
Location:
Greater Salt Lake City Area
Industry:
Investment Management
Full Profile

Carrie Bohnsack Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • PR and Communications Professional • Public Relations Professinal • Director • Marketing Director • Financial Manager • Operations Manager • Chief Executive • Researcher • Survey Researcher • Technician • Security • Guide • Advisor • Media Specialist • Media Professional • Technical Specialist • Technical Support Specialists • Tour Guide • Community Service Manager • Reporter • Photographer • Camera Operator • Video Editor • Camera Operators • Associate Producer • On Air Director • Media Supervisor • Art Producer • Media Producer • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Hospital Care Professional • Health Professional • Health Practitioner • Government Administration Professional • Workforce Development Specialist • Training and Development

Experience & Education

Position:
Association Portfolio Manager, Sales & Leasing at Community Solutions and Sales
Title:
Communication Management
Location:
Salt Lake City, Utah
Industry:
Public Relations and Communications
Work history:
Community Solutions and Sales - Draper, UtahAssociation Portfolio Manager, Sales & Leasingsince Mar 2013Class One Disaster Recovery - Murray, UTCommunication/Marketing DirectorApr 2011 - Mar 2013
Full Profile

Candace Miles Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Chief Executive • Massage Therapy

Experience & Education

Title:
Portfolio Manager at BLJ, Inc.
Location:
Greater Salt Lake City Area
Industry:
Management Consulting
Full Profile

Maurice Noyes Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Director • Operations Manager • Financial Manager • Human Resources Specialist • Recruitment • Partner • Project Managers • Management Team Executive • Chief Executive • Volunteer • Non-Profit • Bachelor of Science • Hospital Care Professional • Wellness and Fitness • Health Professional • Health Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Corporate Director - Business Process Outsourcing at Abeo
Title:
Corporate Director - Business Process Outsourcing
Location:
Greater Salt Lake City Area
Industry:
Insurance
Work history:
Abeo - Sandy, UTCorporate Director - Business Process Outsourcingsince Jul 2012American Express Company HR Portfolio ManagerMay 2005 - Jul 2010
Full Profile

Jason Lewis Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Technology Director • Operating Partner • Vice President • Technology Manager • Technical Managers • Partner • Chief Executive • Financial Manager • Information Technology Specialist • IT Specialist • Marketing Manager • Operations Manager • Software Developers • Database Administration Professional • Database Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Web Marketer • Business Consultant • Advisor • Lecturer • Postsecondary Teacher

Experience & Education

Position:
Chief Technology Officer, Operating Partner at Aries Capital Partners
Title:
Chief Technology Officer at Aries Capital Partners
Location:
Greater Salt Lake City Area
Industry:
Information Technology and Services
Work history:
Aries Capital Partners - Greater Salt Lake City AreaChief Technology Officer, Operating Partnersince Oct 2011Gartner VP, Strategic Technology GroupDec 2009 - Oct 2011
Skills:
IT Strategy, IT Management, Product Development, Identity Management, Research, Cloud Computing,...
Full Profile

Tyler Phelps Salt Lake City, UT

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:
Commercial Real Estate Portfolio Manager at Zions First National Bank
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Zions First National Bank - Salt Lake City, UTCommercial Real Estate Portfolio Managersince Jun 2013Zions First National Bank Loan Servicing OfficerMay 2012 - May 2012
Skills:
Financial Analysis, Excel, Loans, Banking, Portfolio Management, Investments, Analysis, Real...
Languages:
French, Tahitian
Full Profile

Darryl Johnson Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Director of Quality Control • Compliance Manager • Bachelor of Science • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. Credit Officer at CIT
Location:
Greater Salt Lake City Area
Industry:
Banking
Work history:
CIT Sr. Credit Officersince 2011Merrill Lynch Corporate Lending Portfolio Mgt2001 - 2011
Skills:
Series 7, Credit Analysis, Wealth Management, Banking, Financial Modeling, Credit Risk, Credit,...
Full Profile

Scott Debo Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Managing Partner • Chief Operating Officer • Partner • Chief Executive • Financial Manager • General and Operations Manager • Director of Operations • Operations Manager • Independent Contractor • Contractor • Independent Business Owners • Corporate Executive • Psychologist • Department Store Salesperson • Retail Professional • Retail Salesperson • Judge • Psychology Specialist

Experience & Education

Position:
Portfolio Manager/COO at Evolution Capital LLC
Title:
Managing Partner - Evolution Capital Partners
Location:
Salt Lake City, Utah
Industry:
Investment Banking
Work history:
Evolution Capital LLC - West CoastPortfolio Manager/COOsince May 2012MS Wealth ManagementApr 2010 - 2012
Full Profile

Brian Hyde Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President of Finance • Manager • Financial Manager • Vice President • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction • Business Administrator • Advisor • Master of Science • Student Worker • Construction Specialist • Construction Laborer

Experience & Education

Position:
Vice President of Finance at BLJ Inc., Creator / Lead Manager at investats.com
Title:
Portfolio Manager
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
BLJ Inc. - South Ogden, UtahVice President of Financesince Aug 2008Investats.com - Greater Salt Lake City AreaCreator / Lead Managersince Apr 2011
Skills:
Portfolio Management, Cash Management, Market Analysis, Options, Quantitative Analysis, Futures...
Languages:
English, Spanish
Full Profile

Jeff Norman Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Loan Officers • Director • Vice President • Operations Manager • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Business Administrator

Experience & Education

Position:
Director of Financing at Extra Space Storage
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Extra Space Storage - Greater Salt Lake City AreaDirector of Financingsince Sep 2012Zions First National Bank - Greater Salt Lake City AreaVice President/Hospitality Portfolio ManagerNov 2009 - Sep 2012
Full Profile

Matthew Stanley Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Analyst • Analysts • Data Analyst • Visual Basic Developer • Data Entry Specialist • Data Scientist • Software Developer • Software Developers • Chief Information Officer • Chief Executive Officer • Financial Manager • Technology Director • Technology Manager • Technical Managers • Corporate Executive • Chief Executive • Instructor • Pedagogue

Experience & Education

Position:
Research Operations Analyst at Wasatch Advisors
Location:
Salt Lake City, Utah
Industry:
Investment Management
Work history:
Wasatch Advisors - Greater Salt Lake City AreaResearch Operations Analystsince Sep 2007Brigham Young University Investments AssistantJan 2007 - May 2007
Full Profile

Jeff Norman Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Loan Officers • Director • Vice President • Operations Manager • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Business Administrator • Loan Accountant • Postsecondary Teacher

Experience & Education

Position:
Director of Financing at Extra Space Storage
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Extra Space Storage - Greater Salt Lake City AreaDirector of Financingsince Sep 2012Zions First National Bank - Greater Salt Lake City AreaVice President/Hospitality Portfolio ManagerNov 2009 - Sep 2012
Skills:
Commercial Lending, Credit Analysis, Loans, Small Business Lending, Financial Analysis, Financial...
Full Profile

Aaron Lubeck Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Area Sales Manager • Regional Sales Consultant • Sales Representative • Financial Manager • Marketing Manager • Credit Analyst • Loan Accountant • Apprentice • Advisor • Master of Business Administration • Bachelor of Science • Economist • Property Manager • Real Estate Manager • Web Marketer • Student Worker

Experience & Education

Position:
Portfolio Manager at Utah Small Business Growth Initiative
Location:
Salt Lake City, Utah
Industry:
Banking
Work history:
Utah Small Business Growth Initiative - Salt Lake CityPortfolio Managersince May 2013Xi3 Corporation - Greater Salt Lake City AreaRegional Sales Manager2012 - 2013
Skills:
Sales Process, Channel Partners, Key Account Management, Sales Management, Lead Generation,...
Languages:
Swedish
Full Profile

Dennis Bobzin Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Security • Financial Manager • Supervisor • Coordinator • Clerk • Business Consultant • Advisor • Managers • Clerical Specialist • Manager • Director • Shop Manager • Operations Manager • Sales Manager • Account Manager • Systems Manager • Programmer Analyst • Programmer • Computer Programmer • Network Systems Administrator • Computer Network Professional • Network Administrator • Computer Systems Administrator • Information Systems Analyst • IT Analyst • Master of Business Administration • Bachelor of Science • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
SR. IT PORTFOLIO MANAGER at SUPERVALU
Location:
Greater Salt Lake City Area
Industry:
Retail
Work history:
SUPERVALU - Greater Salt Lake City AreaSR. IT PORTFOLIO MANAGERsince Oct 2012SUPERVALU - Greater Salt Lake City AreaSR. PORTFOLIO MANAGER, SUPPLY CHAINJan 2011 - Oct 2012
Skills:
Retail, Vendor Management, Process Improvement, Grocery, Forecasting, Cross-functional Team...
Full Profile

Brian Howell Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Credit Analyst • Accounting Bookkeeper • Bookkeeper • Loan Accountant • Relationship Manager • Account Service Manager • Client Service Officer • Financial Manager • Customer Service

Experience & Education

Position:
Portfolio Manager at Wells Fargo: Commercial Banking
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Wells Fargo: Commercial Banking - Greater Salt Lake City AreaPortfolio Managersince Nov 2012Wells Fargo: Commercial Banking - Salt Lake City, UtahSenior Credit AnalystJan 2012 - Oct 2012
Skills:
Credit Analysis, Loans, Commercial Banking, Banking, Investments, Commercial Lending, Underwriting, ...
Full Profile

Ryan Stack Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Loan Officers • Board Member • Financial Manager • Management Team Executive • Operations Manager • Project Managers • Analyst • Managers • Analysts • Registered Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Bank Portfolio Manager at Target Bank, Board Member - Loan Committee at Utah Microenterprise Loan Fund
Title:
Bank Portfolio Manager at Target
Location:
Greater Salt Lake City Area
Industry:
Banking
Work history:
Target Bank - Greater Salt Lake City AreaBank Portfolio Managersince Dec 2012Utah Microenterprise Loan Fund - Greater Salt Lake City AreaBoard Member - Loan Committeesince Aug 2011
Skills:
Risk Management, Internal Controls, Relationship Management, Project Management, Financial Risk,...
Full Profile

Di Yang Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Analyst • Security • Analysts • Financial Manager • Advisor • Operations Manager • Bachelor of Science • Sales Representative

Experience & Education

Position:
Analyst at Goldman Sachs
Location:
Salt Lake City, Utah
Industry:
Investment Banking
Work history:
Goldman Sachs Analystsince Jul 2012Honors Student Investment Fund Portfolio ManagerAug 2011 - Jul 2012
Languages:
Chinese, English
Full Profile

Rhett Anderson Salt Lake City, UT

Professions & Specialties

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

Experience & Education

Position:
Commercial Workout Officer at Zions First National Bank
Location:
Greater Salt Lake City Area
Industry:
Investment Banking
Work history:
Zions First National Bank Commercial Workout Officersince Feb 2009Merrill Lynch Bank USA Portfolio ManagerNov 2007 - Feb 2009
Full Profile

David Bjarnason Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Analyst • Apprentice • Analysts • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Research Analyst • Research Assistant • Researcher • Survey Researcher • Financial Manager • Student Worker • Advisor • Management Analyst • Operations Manager • Legislator

Experience & Education

Location:
Greater Salt Lake City Area
Industry:
Investment Management
Work history:
Western Investment LLC Portfolio Manager / Analyst2004 - 2009Halpern Capital Research Analyst (Summer Intern)2003 - 2003
Full Profile

Kristopher Jex Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Commercial Portfolio Manager, Premier Wealth Management at Zions First National Bank
Title:
Commercial Portfolio Manager
Location:
Greater Salt Lake City Area
Industry:
Banking
Work history:
Zions First National Bank Commercial Portfolio Manager, Premier Wealth Managementsince 2011US Bank Vice President-Relationship Manager - Commercial BankingDec 2007 - Jul 2011
Languages:
Spanish
Full Profile

Lynn Brandenburg Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Founding Member • Chief Executive • Entertainment Professional • Entertainer • Master of Science • Publishing Professional • Property Manager • Real Estate Manager

Experience & Education

Position:
First Vice President-Investment Officer at Wells Fargo Advisors, LLC
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC First Vice President-Investment Officersince Jan 2001Salomon Smith Barney Vice President-Investments, Senior Portfolio ManagerJan 1993 - Jan 2001
Full Profile

Michael Halls Salt Lake City, UT

Professions & Specialties

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

Experience & Education

Position:
Senior Portfolio Manager at Stoker Ostler, a part of BMO Financial Group
Title:
Senior Portfolio Manager at Stoker Ostler Wealth Advisors
Location:
Greater Salt Lake City Area
Industry:
Investment Management
Work history:
Stoker Ostler, a part of BMO Financial Group Senior Portfolio Managersince 2000
Full Profile

Lant Webb Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Supporting Member • Apprentice • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Intern • Marketing Professional • Advertising Sales Agent • Financial Manager • Student Worker • School Administrator • Educational Manager

Experience & Education

Position:
Associate Portfolio Manager at Stoker Ostler
Location:
Salt Lake City, Utah
Industry:
Financial Services
Work history:
Stoker Ostler - Salt Lake City, UTAssociate Portfolio Managersince Apr 2010Ameriprise Financial Services, Inc. - South Jordan, UTFinancial Planning/Marketing InternJan 2010 - Apr 2010
Languages:
Spanish
Certifications:
Passed all three CFA examinations, CFA Institute
Full Profile

Mark Watkins Salt Lake City, UT

Professions & Specialties

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

Experience & Education

Position:
Senior Portfolio Manager at U.S. Bank Asset Management Group, Senior Portfolio Manager at US Bank
Title:
Senior Portfolio Manager at U.S. Bank Private Client Reserve
Location:
Greater Salt Lake City Area
Industry:
Investment Management
Work history:
U.S. Bank Asset Management Group Senior Portfolio ManagerUS Bank Senior Portfolio Managersince 1995
Certifications:
CFA
Full Profile

Andy Robbins Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Managing Partner • Partner • Chief Executive • Financial Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Partner at Moreton Asset Management
Title:
Managing Partner at Moreton Asset Management, LLC
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Moreton Asset Management - 709 E South Temple, Salt Lake City, UTManaging Partnersince Mar 2012Zions Bank Portfolio ManagerJan 2002 - Apr 2012
Skills:
Portfolio Management, Finance, Fixed Income, Capital Markets, Asset Managment, Investments,...
Languages:
Portuguese, Spanish
Full Profile

Sam Carpenter Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer • School Administrator • Educational Manager

Experience & Education

Position:
Vice President - Senior Wealth Strategist at Wells Fargo
Location:
Salt Lake City, Utah
Industry:
Financial Services
Work history:
Wells Fargo Vice President - Senior Wealth Strategistsince Jun 2011Wintrust Capital Management Senior Portfolio Manager/Financial ArchitectDec 2003 - Jun 2011
Skills:
Financial Architect, Family CFO
Full Profile

John Malooly Salt Lake City, UT

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at Wasatch Advisors
Location:
Greater Salt Lake City Area
Industry:
Investment Management
Work history:
Wasatch Advisors Portfolio ManagerUMB Fund Services .May 1995 - Dec 1997
Full Profile

Brian Olsen Salt Lake City, UT

Professions & Specialties

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

Experience & Education

Position:
Commercial Portfolio Manager at Zions Bank
Location:
Greater Salt Lake City Area
Industry:
Banking
Work history:
Zions Bank Commercial Portfolio Managersince Nov 2012Zions Bank Assistant Relationship OfficerJul 2010 - Oct 2012
Full Profile

Liana Moreland Salt Lake City, UT

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at Workers Compensation Fund
Location:
Greater Salt Lake City Area
Industry:
Insurance
Work history:
Workers Compensation Fund Portfolio Managersince Mar 2007
Full Profile

Daniel Chace Salt Lake City, UT

Professions & Specialties

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

Experience & Education

Title:
Portfolio Manager at Wasatch Advisors
Location:
Greater Salt Lake City Area
Industry:
Investment Management
Full Profile

Mike Halls Salt Lake City, UT

Professions & Specialties

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

Experience & Education

Title:
Senior Portfolio Manager at Stoker Ostler Wealth Advisors
Location:
Greater Salt Lake City Area
Industry:
Investment Management
Full Profile

Ajay Krishnan Salt Lake City, UT

Professions & Specialties

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

Experience & Education

Position:
Portfolio manager at Wasatch Advisors
Location:
Greater Salt Lake City Area
Industry:
Investment Management
Work history:
Wasatch Advisors Portfolio manager
Full Profile

David Peterson Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Ensign • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Financial Manager • Operations Manager • Leader • Managers

Experience & Education

Position:
Portfolio Manager at Ensign Peak Advisors
Location:
Salt Lake City, Utah
Industry:
Financial Services
Work history:
Ensign Peak Advisors Portfolio Managersince Jun 2010The Dow Chemical Company Licensing Manager / New Business Development LeaderJun 2008 - Apr 2011
Skills:
Credit Analysis, Valuation, Business Development, Strategic Financial Planning, Business Strategy,...
Full Profile

Cipp Christensen Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Software Tester • Configuration Management • Computer Specialist • Software Deployment Engineer • Software Engineer • Software Developers • Hospital Care Professional • Health Professional • Health Practitioner • Financial Analyst • Financial Director • Chief Information Officer • Financial Manager • Financial Officer • Technology Director • Technology Manager • Technical Managers • Bookkeeper

Experience & Education

Title:
Information Systems Project Portfolio Manager at Intermountain Healthcare
Location:
Greater Salt Lake City Area
Industry:
Hospital & Health Care
Work history:
Intermountain Healthcare - West Valley City, UTInformation Systems Project Portfolio ManagerOct 2011 - Jan 2013Intermountain Healthcare - Greater Salt Lake City AreaFinancial AnalystNov 2005 - Oct 2011
Skills:
Healthcare Information Technology, Healthcare Management, Revenue Cycle, Healthcare, Process...
Full Profile

Jim Larkins Salt Lake City, UT

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at Wasatch Advisors
Location:
Greater Salt Lake City Area
Industry:
Investment Management
Work history:
Wasatch Advisors Portfolio Manager
Full Profile

Rene Eborn Salt Lake City, UT

Professions & Specialties

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

Experience & Education

Position:
Senior IT Portfolio Manager at University of Utah
Location:
Greater Salt Lake City Area
Industry:
Higher Education
Work history:
University of Utah Senior IT Portfolio Manager
Full Profile

Eric King Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Operations Manager

Experience & Education

Position:
Managing Director at RG Knox Company
Title:
Institutional Fixed Income Trading / Sales
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
RG Knox Company Managing Directorsince 2011RedPoint Capital, LLC Portfolio Manager / Principal2005 - 2010
Skills:
Bloomberg, Asset Managment, Trading, Risk Management, Hedging, Fixed Income, Business Strategy,...
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Rhett Anderson Salt Lake City, UT

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at Merrill Lynch Bank
Location:
Greater Salt Lake City Area
Industry:
Banking
Work history:
Merrill Lynch Bank Portfolio Manager
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Mark Decker Salt Lake City, UT

Professions & Specialties

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

Experience & Education

Position:
Commercial Portfolio Manager at Zions Bank
Location:
Greater Salt Lake City Area
Industry:
Banking
Work history:
Zions Bank Commercial Portfolio Managersince Apr 1998
Languages:
English, Spanish
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Andrea Rodriguez Salt Lake City, UT

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager, PMP at USDA Forest Service
Location:
Greater Salt Lake City Area
Industry:
Program Development
Work history:
USDA Forest Service Portfolio Manager, PMP
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Dan Alvord Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Project Manager • Hospital Care Professional • Health Professional • Health Practitioner • Financial Manager • Project Managers

Experience & Education

Position:
Project and Portfolio Manager at Utah Health Information Network
Location:
Greater Salt Lake City Area
Industry:
Hospital & Health Care
Work history:
Utah Health Information Network - Greater Salt Lake City AreaProject and Portfolio Managersince Mar 2009
Skills:
Healthcare Information Technology, EHR, Health Information Exchange, Informatics, Healthcare...
Languages:
Spanish
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Rachel Montgomery Salt Lake City, UT

Professions & Specialties

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

Experience & Education

Title:
Portfolio Manager, AVP at Zions Bank
Location:
Greater Salt Lake City Area
Industry:
Banking
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