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Portfolio Managers in San Rafael, CA

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Here is a complete directory of nearly every professional Portfolio Managers in San Rafael, CA.

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19 results found

Delia Sabau San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial ManagerManagerProject ManagersOperations ManagerMaster of Business AdministrationBachelor of ScienceMathematicsMathematicianFinance and Accounting SpecialistAccounting BookkeeperBookkeeperComputer Software ProfessionalSoftware Developers

Experience & Education

Position:
Sr. Portfolio Manager at Menta Capital LLC
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Menta Capital LLC Sr. Portfolio Managersince Apr 2007Barclays Global Investors Portfolio ManagerFeb 2001 - Feb 2007
Skills:
Equities, Hedge Funds, Asset Management, Investments, Portfolio Management, Quantitative Finance,...

Charlotte Vogt San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerOwnerChief ExecutiveFinancial ManagerCertified Nurse AideNurseNurse Practitioner

Experience & Education

Position:
Lease Portfolio Manager at sonnen bmw, Sales at Sonnen BMW, Owner at sonnen BMW
Title:
Owner at sonnen BMW
Location:
San Francisco Bay Area
Industry:
Automotive
Work history:
Sonnen bmw Lease Portfolio Managersince Jul 1995Sonnen BMW Salessince Jul 1995

Peter Jablonski San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentWorkout SpecialistSports TrainersOwnerManaging MemberChief ExecutiveManagerOperations ManagerFinancial ManagerProperty ManagerLicensed Real Estate BrokerReal Estate ManagerReal Estate Sales AgentVice PresidentAdvisorBankruptcy AttorneyFinancial Regulation AttorneyLawyersAccounting BookkeeperBookkeeper

Experience & Education

Position:
Commercial Property Owner at Harlem Development
Title:
Experienced Credit Officer and Workout Specialist
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Harlem Development - New York, New YorkCommercial Property Ownersince Jan 1999Bank of the Orient - San Francisco Bay AreaConsultant: Portfolio Manager/Special AssetsMay 2011 - Nov 2011

Noah Zim San Francisco, CA

Professions & Specialties

Financial ConsultantPortfolio ManagerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerChief Executive OfficerCorporate ExecutiveChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorCustomer Service

Experience & Education

Position:
LPL Financial Advisor at Zim Wealth Management
Title:
LPL Financial Advisor @ Zim Wealth Management For Business Owners & CEOs
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Zim Wealth Management - Petaluma, CALPL Financial Advisorsince Sep 2012Wells Fargo Advisors, LLC - San Rafael, CAFinancial Advisor, Fundamental Choice Portfolio ManagerSep 2008 - Aug 2012
Skills:
Personal Financial Planning, Asset Management, Estate Planning, Trust Administration, Insurance...
Certifications:
Chartered Retirement Planning Counselor (SM), College of Financial Planning

Michael Hutchison San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDirectorFinancial ManagerOperations Manager

Experience & Education

Position:
Portfolio Manager at Hutchison Trading Partners
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Hutchison Trading Partners - San Rafael, CAPortfolio Managersince Jan 2013Williams-Sonoma Inc Director Systems DevelopmentAug 2002 - Sep 2010

Peter Best San Rafael, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerAdvisorPartnerFinancial ManagerChief ExecutiveAnalysts

Experience & Education

Work

Company:
Deltavest advisors
Asset management advisor
Company:
Sra capital management - Larkspur, CA
Portfolio manager / partner

Harry Rosenbluth San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Portfolio Manager at Robeco
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Robeco - Greenbrae CAPortfolio Managersince Nov 2011

Ann Cummings San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerCoordinatorVolunteerManagersNon-ProfitJudgeFinancial Manager

Experience & Education

Title:
Former Restorative Practices Coordinator, Novato Unified School District
Location:
San Francisco Bay Area
Industry:
Education Management
Work history:
Marin YMCA/Novato Blue Ribbon Coalition for Youth - Novato, CANovato School District Restorative Practices Coordinator2011 - 2012YMCA Marin Youth Court - San Rafael, CAVolunteer Judge2010 - 2012
Skills:
Restorative Justice, Nonprofits, Curriculum Design, Mediation, Fundraising, Workshop Facilitation,...
Portfolio Manager at Trillium Asset Management Cor..

Julia Sze San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerChief Executive OfficerBoard MemberTreasurerCorporate ExecutiveChief ExecutiveManagement Team ExecutiveOperations ManagerFinancial OfficerFinancial ManagerPhilanthropeNon-ProfitAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Managing Director at Sonen Capital, LLC, Investment Committee member at Marin Community Foundation, ...
Title:
Managing Director at Sonen Capital, LLC
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Sonen Capital, LLC - San Francisco Bay AreaManaging Directorsince 2012Marin Community Foundation - Novato, CAInvestment Committee membersince Jun 2006
Portfolio Manager at Credit Lyonnais Asset Managem..

David Mcinnis San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerSenior Vice PresidentVice PresidentChief ExecutiveSenior AdvisorAdvisorSchool PrincipalSchool AdministratorEducational ManagerOperations ManagerFinancial ManagerCorporate ExecutiveMarketing ManagerSEO SpecialistWeb Marketer

Experience & Education

Title:
Senior Vice President at Boston Private Bank & Trust
Location:
San Francisco, California
Industry:
Investment Management
Work history:
Constellation Wealth Advsors, LLC - Menlo Park, CaliforniaPrincipal and Senior AdvisorFeb 2011 - May 2013Cypress Wealth Advisors, LLC - San Francisco, CAPrincipalOct 2008 - Dec 2010
Skills:
Alternative Investments, Investments, Venture Capital, Hedge Funds, Portfolio Management, Private...
Partner/Portfolio Manager at Fairview Capital

Paulina Mustazza San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerLanguage TeacherTraining and Coaching ProfessionalProfessional Development TeacherIndependent ConsultantCounselorAdvisorLanguage InstructorTraining ManagerManagersCorporate ExecutiveChief Information OfficerChief ExecutiveFinancial ManagerTechnology DirectorTechnology ManagerTechnical ManagersInformation Technology SpecialistIT SpecialistIndependent Business OwnersSports TrainersTalent AgentRecruitment

Experience & Education

Position:
English as a Second Language Teacher at Canal Alliance
Location:
San Francisco Bay Area
Industry:
Professional Training & Coaching
Work history:
Canal Alliance - San Rafael, CAEnglish as a Second Language Teachersince Oct 2010The Boeing Company Independent ConsultantJan 2008 - Dec 2008
Languages:
Italian

Robert Jarrett San Francisco, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerAppraiserEstimatorFinancial AnalystSupporting MemberTeam MemberFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperContractorOrderlyFinancial ManagerChief ExecutiveSales Representative

Experience & Education

Position:
Associate at Mountain View Vintners, Inc, Associate at Bullion One, Independent Business Appraiser...
Title:
Independent Business Appraiser / Derivatives Trader at Robert Jarrett
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Mountain View Vintners, Inc - San Rafael, CaAssociatesince May 2012Bullion One - Walnut Creek, CaAssociatesince Sep 2011
Portfolio Manager at St

Catherine Holmes San Rafael, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerBusiness AdministratorDirectorManagerOperations ManagerAdvisorFinancial ManagerMaster of SciencePsychologistPsychology Specialist

Experience & Education

Work

Company:
Kaiser permanente, information protection services (ips)
Director of business operations and chief of staff
Company:
Kaiser permanente, it compliance - Oakland, CA
Manager of business management office and chief of staff

Skills

Change Management, Teambuilding, Performance Management, Financial Planning, Resource Management,...

Paulo Carvalho San Rafael, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerFinancial DirectorTreasurerFinancial OfficerFinancial ManagerOperations ManagerMaster of Business AdministrationBachelor of Science

Experience & Education

Work

Company:
Hovione - global pharmaceutical contract manufacturer (revenue $200m) - East Windsor, NJ
Director of finance - exclusives and particle design business units
Company:
Cimpor - publicly traded global cement manufacturer (revenue $3b) - Lisboa
Assistant treasurer

Jaime Del San Rafael, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCertified Nurse AideNurseNurse PractitionerFinancial Manager

Experience & Education

United States Patent InventorAppl. No.Assignee

#6709330  Mar 23, 2004

Filed: Aug 18, 2000

Cynthia Ann Klein (New York, NY)
Lawrence Scott Berlin (Glencoe, IL)
Timothy J. Kostolansky (Oakland, CA)
Jaime Rockwell Del Palacio (San Rafael, CA)
09/640788 Ameritrade Holding Corporation (Annapolis Junction, MD)
International Classification: A63F 1300U.S. Classification: 463 9, 273278, 273256, 434107
Patent:
Stock simulation engine for an options trading game
Abstract:
An options simulation engine for an options trading game. The present invention comprises a game...
Claim:
What is claimed is: 1. An options simulation engine for an options trading game, comprising: an...

Nicole Kehler Washington, DC

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentBusiness ManagerFinancial ManagerOperations ManagerVolunteerOffice AssistantInternational AffairsOrganization ManagementNon-ProfitOffice ClerkClerical SpecialistDevelopment DirectorChief Administrative OfficerManagerEvent ManagerChief ExecutiveHR ManagerMarketing ManagerMarketing ProfessionalMarketing AdministratorBrand PlannerAdvertising Sales AgentBrand RepresentativeHuman Resources SpecialistRecruitmentResearch AssistantResearcherSurvey ResearcherEnglish Language TeacherHigh School TeacherSecondary School TeacherConsumer Goods ProfessionalCommodities Clerk

Experience & Education

Position:
Senior Operations Specialist at DAI
Location:
Washington D.C. Metro Area
Industry:
International Trade and Development
Work history:
DAI Senior Operations Specialistsince Jan 2013DAI Portfolio Manager, GovernanceFeb 2010 - Dec 2012

Nicole Kehler Bethesda, MD

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial ManagerOperations ManagerEvent ManagerChief ExecutiveHuman Resources SpecialistRecruitmentInternational Affairs

Experience & Education

Work

Company:
Dai
Senior operations specialist
Company:
Dai - Bethesda, MD
Portfolio manager

Kelly Sueoka Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerIndependent ConsultantAnalystCounselorAdvisorAnalystsManagerOperations ManagerFinancial ManagerChief ExecutiveFlight Test EngineerAerospace EngineerMaster of Business AdministrationBachelor of ScienceSchool AdministratorEducational Manager

Experience & Education

Work

Company:
Start-up fund just value capital llc - Los Angeles, CA
Independent consultant
Company:
Causeway capital management - Los Angeles, CA
Co-portfolio manager/equity analyst

Tanya Grace Littleton, CO

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerMortgage UnderwriterInsurance ProfessionalUnderwriterGeneral EducationFinancial Manager

Experience & Education

Work

Company:
Intellisource
Company:
Intellisource - Highlands Ranch, CO


Portfolio Managers near San Rafael, CA04759501,4251,9002,375San FranciscoMill ValleyLarkspurSausalitoCorte MaderaRichmondNovatoFairfaxRossSan Anselmo



Portfolio Managers around San Rafael, CA

Corte Madera  (5)
Fairfax  (2)
Larkspur  (10)
Mill Valley  (11)
Novato  (4)
Richmond  (4)
Ross  (2)
San Anselmo  (1)
San Francisco  (2,372)
Sausalito  (6)
Woodacre  (1)

Portfolio Managers in California

Sub-specializations

Portfolio Manager  (19)