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Portfolio Managers in San Ramon, CA

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32 results found

Shiladitya Das San Ramon, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerRelationship ManagerAccount Service ManagerClient Service OfficerBusiness Development ManagerOperations ManagerFinancial ManagerAccount ManagerInformation Technology SpecialistIT SpecialistModelCustomer ServiceProject ManagersChief ExecutiveSoftware Developers

Experience & Education

Position:
Account Manager & Business Development Manager at Estuate, Inc.
Title:
Client Relationship Manager at Estuate, Inc.
Location:
San Ramon, California
Industry:
Information Technology and Services
Work history:
Estuate, Inc. Account Manager & Business Development Managersince Jul 2010Infosys Portfolio ManagerMar 2007 - Jul 2010

Ron Toll San Ramon, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Manager

Experience & Education

Work

Company:
Charles schwab investment management
Passive equity portfolio manager
Company:
Charles schwab investment management - San Francisco, CA

Connor Hancock San Ramon, CA

Professions & Specialties

Portfolio ManagerTraderInvestment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerFounderVice PresidentCorporate ExecutiveChief ExecutiveFounding MemberFinancial ManagerDB AdministratorDatabase Administration ProfessionalDatabase AdministratorAnalystAnalysts

Experience & Education

Position:
Founder And Ceo at FBNC,LLC dba The Flame Broiler
Title:
CEO of FBNC,LLC dba The Flame Broiler
Location:
San Ramon, California
Industry:
Restaurants
Work history:
FBNC,LLC dba The Flame Broiler Founder And Ceosince Nov 2012Mcmorgan Vice President/Fixed IncomeAug 1994 - Apr 2009
Skills:
Portfolio Management, Securities, Asset Allocation, Investment Management, Investments, Asset...

Stephen Marsh San Ramon, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerManagerOperations ManagerFinancial ManagerAdvisorMathematician

Experience & Education

Work

Company:
Alphastream capital management
Sec registered mutual fund and hedge fund manager in san francisco
Company:
Zurich scudder investments - San Francisco, CA
Co-head of us quantitative equity, portfolio manager

Deo Favorito San Ramon, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerMarketing ProfessionalAdvertising Sales AgentCounselorAdvisorFinancial Manager

Experience & Education

Work

Company:
Cisco systems, inc - San Jose, CA
Consultant (services product management lead & portfolio manager)
Company:
Mdps, inc - San Ramon, CA
Consultant

Eboni Wise San Ramon, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerOffice AssistantCoordinatorOffice ClerkClerical SpecialistManagersTechnical Support SpecialistSystems Support SpecialistSupport SpecialistsSales AgentSales RepresentativeFinancial Manager

Experience & Education

Work

Company:
Kkr
Executive assistant / technical support coordinator
Company:
Safe security - San Ramon, CA
Dealer coordinator/ portfolio manager

Kristina Loben San Ramon, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSchool PrincipalSchool AdministratorEducational ManagerFinancial Manager

Experience & Education

Work

Company:
Kaiser permanente mobility center of excellence
Program management and certification principal
Company:
Kaiser permanente mobility center of excellence - Oakland, CA
Workforce portfolio manager and mobile application certification lead

Nancy Powers San Ramon, CA

Professions & Specialties

Mortgage BrokerMortgage SpecialistLoan OfficersInvestment AnalystPuchasing and Estimating ManagerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentMediatorLaw SpecialistLawyersHealth Information ManagerHealth Services AdministratorMedical Services ManagerHealth Services ManagerCounselorConstructionAdvisorRepresentativeIndependent ContractorOrganization ManagementContractorJuris DoctorFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperFinancial ManagerChief ExecutiveOperations ManagerProperty ManagerReal Estate Manager

Experience & Education

Position:
Trust Mediator and Trust/Estate Attorney at Powers Law, Mediator; Community Mediation Program Case...
Title:
Preparing Heirs - Helping Families Prevent & Resolve Conflict: Trust Mediator & Trust/Estate Attorney at Powers Law
Location:
San Ramon, California
Industry:
Law Practice
Work history:
Powers Law - 2010 Crow Canyon Place, Suite 100, San Ramon, CA 94583Trust Mediator and Trust/Estate Attorneysince 2011Center for Human Development Mediator; Community Mediation Program Case Managersince 2010
Certifications:
Attorney at Law, State Bar of California
Attorney at Law, Supreme Court of the State of California
Portfolio Manager

Craig Haskins San Ramon, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerSenior Vice PresidentManagerVice PresidentChief ExecutiveOperations ManagerFinancial ManagerMaster of Business AdministrationBachelor of ScienceAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Vice President, Group Finance Officer, Wealth Management at Bank of the West
Title:
Senior Vice President
Location:
San Ramon, California
Industry:
Banking
Work history:
Bank of the West Senior Vice President, Group Finance Officer, Wealth Managementsince 200110x Manager, Investment Services2000 - 2001
Skills:
Banking, Portfolio Management, Commercial Banking, Commercial Lending, Financial Analysis,...
Portfolio Manager at Mellon Capital Management

Nagasushma Devarapalli San Ramon, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerIT AnalystInformation Systems AnalystJavaScript DeveloperSystems ArchitectComputational ScientistSoftware DeveloperSoftware DevelopersComputer ScientistsBachelor of ScienceMaster of ScienceFinancial Manager

Experience & Education

Work

Company:
Ibm india private limited - Hyderabad, Andhra Pradesh
Delivery excellence specialist
Company:
Bank of america - Concord, CA
It analyst

Skills

Business Analysis: Rational Team Concert, IBM Program Work Center ,UML
Project Management: ...

Stephanie Shu San Ramon, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerDirectorOperations ManagerChief ExecutiveFinancial ManagerMaster of ScienceBachelor of ScienceMathematicsMathematician

Experience & Education

Work

Company:
Bny mellon
Director/co-leader, fixed income beta/etf funds
Company:
Bny mellon - San Francisco, CA
Director/co-leader, fixed income etf/hedge fund

Skills

Fixed Income, Risk Management, Bloomberg, Portia, Yieldbook, Point, Portfolio Optimization,

Judy Carter San Ramon, CA

Professions & Specialties

Loan OfficerLoan OfficersPuchasing and Estimating ManagerBusiness AdministratorAccount Service ManagerClient Service OfficerCertified Nurse AideNurseNurse PractitionerOperations ManagerCustomer ServiceFinancial ManagerSales ManagerIndependent Business Owners

Experience & Education

Work

Company:
U.s. small business administration
Loan officer
Company:
Aerotek staffing - San Ramon, CA
Customer relationship manager ii

Skills

Management experience, collections, loan processor, legal experience, loan officer, call center...

Rizwan Pasha San Ramon, CA

Professions & Specialties

Puchasing and Estimating ManagerCounselorAdvisorSenior Project ManagerSenior ManagerOperations ManagerFinancial Manager

Experience & Education

Work

Company:
Consultant - senior project manager, application & infrastructure development / integration
Company:
United airlines
Senior project manager, application development/r&d

Jessica Davies San Ramon, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerInvestorDirectorFinancial ManagerOperations ManagerAnalystAnalystsAdvisorTeam MemberDeputy DirectorDeputy ManagerChief ExecutiveMaster of SciencePsychologistResearch AssistantResearcherSurvey ResearcherPsychology Specialist

Experience & Education

Work

Company:
Victory healthcare - The Woodlands, TX
Director of strategy & investor relations
Company:
Wwe - Stamford, ON
Director, investor relations

Peter Urso San Ramon, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerRetoucherPhotographerPhoto Print SpecialistPhotography SpecialistGraphic Design SpecialistGraphic DesignerFinancial Manager

Experience & Education

Work

Company:
Freelance
Photographer
Company:
Freelance
Retoucher

Skills

Mac/PC, InDesign, Quark, MS Office, Photoshop, Illustrator, Acrobat Pro, Wacom Tablet, Lightroom,...

Sharad Kulkarni San Ramon, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerProject ManagerProject ManagersOperations ManagerFinancial Manager

Experience & Education

Work

Company:
Kaiser permanente
Project manager lead / service transition & operations
Company:
Svb - Santa Clara, CA
Sr. project manager (consulting)

Peter Haeberlin San Ramon, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerChief Executive OfficerOwnerCorporate ExecutiveChief ExecutiveOperations ManagerFinancial ManagerMaster of Business Administration

Experience & Education

Work

Company:
Vitale & sons (landscape design, construction & maintenance) - Pittsburg, CA
Owner and general manager
Company:
Huntington learning center, (tutoring k-12 after school program) - Walnut Creek, CA
Owner & general manager

Skills

Microsoft Word and Excel, Quickbooks

Peter Boehme San Ramon, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveAnalystAnalystsFinancial ManagerBachelor of Science

Experience & Education

Work

Company:
Union bank
Valuations
Company:
Sw asset management - Newport Beach, CA
Sr. portfolio analyst

Skills

Access (SQL), Excel (VBA), Bloomberg (API), Reporting, Research, Relative Value, MBS, Corporate...

Chyree Wilson San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCredit ManagerLoan OfficersUnderwriterInvestorEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonCredit AnalystLoan AccountantLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial ManagerBusiness AdministratorManagersAccount RepresentativeFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerRegistered Medical AssistantMedical Support AssistantHealth Support WorkerHealthcare SupportGovernment Service ExecutiveGovernment Administration OfficerCivil ServantResearcherSurvey Researcher

Experience & Education

Position:
Commercial Underwriter, AVP at Bank of the West
Title:
Commercial Underwriter at Bank of the West
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Bank of the West - San Ramon, CACommercial Underwriter, AVPsince Sep 2012California Bank & Trust - Greater San Diego AreaCredit Analyst (Portfolio Manager), AVPJun 2011 - Mar 2012
Skills:
Credit, Underwriting, Financial Analysis, Credit Analysis, Banking, Microsoft Excel, Customer...

Paul Radich San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerAssistant Vice PresidentVice PresidentChief ExecutiveFinancial ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCorporate ExecutiveOperations ManagerOperations OfficerConstructionController

Experience & Education

Position:
Associate Vice President at Cassidy Turley
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Cassidy Turley Associate Vice Presidentsince Sep 2011Robert Half International - San Ramon, CAReal Estate Portfolio ManagerAug 2010 - Jul 2011
Skills:
Project Management, Contract Negotiation, Strategic Partnerships, Team Leadership, Leases,...
Certifications:
California DRE Brokers License
LEED GA, GBCI

Jim Lantz San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerChief Information OfficerFinancial ManagerTechnology DirectorTechnology ManagerTechnical ManagersPlanner

Experience & Education

Position:
IT Portfolio Manager at Robert Half International
Location:
San Francisco Bay Area
Industry:
Staffing and Recruiting
Work history:
Robert Half International - San Ramon, CAIT Portfolio Managersince Jun 2012Joint Staff Middle East Policy PlannerNov 2010 - May 2012
Languages:
Arabic

Lisa Read San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerProject ManagerSecurityProject ManagersFinancial ManagerAdministrative ClerkClerical SpecialistFront Office ReceptionistBachelor of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInformation Technology SpecialistIT Specialist

Experience & Education

Position:
National Accounts Project Manager at AlliedBarton Security Services
Location:
San Francisco Bay Area
Industry:
Security and Investigations
Work history:
AlliedBarton Security Services - San Ramon, CANational Accounts Project Managersince Jun 2011AIS Services, LLC - San Diego, CAPortfolio ManagerJun 2010 - May 2011
Skills:
Crisis Management, Risk Management

Maryanne Wu San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerManagement AnalystAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerManagersChief ExecutiveBachelor of ScienceSchool AdministratorEducational Manager

Experience & Education

Position:
Sr Risk Management Analyst, Wealth Management Group at Bank of the West
Title:
Risk Management & Compliance professional
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Bank of the West - San Ramon, CASr Risk Management Analyst, Wealth Management Groupsince Sep 2011Citi Personal Wealth Management Mirus Advisors Group - Guided Portfolio Manager2008 - 2011

Dina Amaral San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentChief ExecutiveFinancial ManagerRelationship ManagerAccount Service ManagerClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer Service

Experience & Education

Position:
VP, Relationship Manager at Bank of the West
Title:
VP, Relationship Manager
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Bank of the West - San Ramon, CAVP, Relationship Managersince Jan 2000Bank of the West Portfolio ManagerJan 1996 - Jan 2000

Peter Haeberlin San Francisco, CA

Professions & Specialties

Portfolio ManagerBankerInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Operating OfficerManagerBoard MemberOperations ManagerFinancial ManagerGeneral and Operations ManagerDirector of OperationsManagement Team ExecutiveHuman Resources SpecialistRecruitmentEconomistRepresentative

Experience & Education

Position:
CEO at Haeberlin Enterprises, CEO & General Manager at Haeberlin Enterprises Inc. (925/984.8082)
Title:
CEO at Haeberlin Enterprises Inc. (925/9848082)
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Haeberlin Enterprises - San Ramon, CACEOsince Nov 2012Haeberlin Enterprises Inc. (925/984.8082) - San Francisco Bay AreaCEO & General Managersince Mar 2010
Skills:
Words, Excel, Powerpoint, Quickbooks, Strategic Planning, Budgeting, Banking, Asset Management,...
Languages:
English, French, German

Kim Holland San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerAgentSales RepresentativeAdvertising ProfessionalAdvertising Sales AgentMarketing AdministratorMarketing ConsultantMarket AnalystMarket Research AnalystMarketing ManagerMarketing DirectorPartnerChief Administrative OfficerSenior Vice PresidentVice PresidentFinancial ManagerOperations ManagerChief ExecutiveBachelor of ScienceManagers

Experience & Education

Position:
State Farm Agent /Training at State Farm
Title:
Marketing Leadership at State Farm Insurance
Location:
San Francisco Bay Area
Industry:
Marketing and Advertising
Work history:
State Farm State Farm Agent /Trainingsince Jan 2013State Farm Insurance - San Ramon, & Culver City, CAMulti-Cultural Business Development Group - LeadershipDec 2011 - Jan 2013
Certifications:
Property and Casuality
Series 6
Ca Zone Sales & Marketing Portfolio Manager/Leader at State Farm Insurance

Lynne Vuskovic San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerManaging PartnerPartnerChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerRelationship ManagerAccount Service ManagerClient Service OfficerCustomer ServiceFinancial ManagerAnalysts

Experience & Education

Position:
Managing Partner at Surry Hills Partners
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Surry Hills Partners - Danville, CAManaging Partnersince May 2013First Republic Bank - Walnut Creek, CASenior Relationship ManagerApr 2012 - Apr 2013
Skills:
Contract Negotiation, Appraisals, Construction Loans, Portfolio Management, Loans, Underwriting,...
Assistant Portfolio Manager at GE Capital Investment Advisor..

Linda Corona San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentSenior Project ManagerSenior ManagerOperations ManagerProject ManagersFinancial ManagerCounselorProject ManagerAdvisorComputer Software ProfessionalSoftware DevelopersCorporate ExecutiveChief ExecutiveAnalystAnalystsData AnalystData Entry SpecialistData ScientistGraphic Design SpecialistGraphic DesignerBachelor of ScienceAutomotive SpecialistAutomotive ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeperServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeAcrobat

Experience & Education

Position:
Consultant - Senior Project Manager at Copart
Title:
Senior Project Manager - Consultant at Copart
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
Copart - Fairfield,CaConsultant - Senior Project Managersince Apr 2013PayPal - Silicon ValleyConsultant - Project ManagerOct 2011 - Apr 2013

Angela Hueckel San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerProduce ManagerProduction ManagerOperations ManagerBusiness ManagerTechnical Support SpecialistSystems Support SpecialistSupport SpecialistsProject ManagersFinancial ManagerSales Representative

Experience & Education

Position:
Lead Product Marketing Manager at AT&T Services, Inc.
Title:
Lead Product Marketing Manager at AT&T
Location:
San Francisco Bay Area
Industry:
Telecommunications
Work history:
AT&T Services, Inc. - San Ramon, CALead Product Marketing Managersince Jun 2012AT&T Mobility - San RamonSr. Business Manager, System IntegratorJan 2010 - Jun 2012
Skills:
Telecommunications, VoIP, Wireless, Vendor Management, Product Management, Program Management,...
Portfolio Manager at AT&T

Deep Dhillon San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerManagerOperations ManagerFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales AgentSales RepresentativeComputer SpecialistQuality EngineerCompliance EngineerAdvisor

Experience & Education

Position:
Portfolio Manager - Financial Services at Accenture
Title:
Manager at Accenture
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Accenture - San Jose, CAPortfolio Manager - Financial Servicessince Apr 2010Accenture - Concord, CARelease Manager/Test Execution ManagerJan 2006 - Apr 2010
Skills:
Release Management, SDLC, E-commerce, Requirements Analysis, Software Project Management, Business...

Herb Woodward San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerProgram DirectorOperations ManagerProject ManagersProject ManagerInformation Technology SpecialistIT SpecialistFinancial ManagerBusiness AdministratorAdvisorComputational ScientistComputer Software ProfessionalComputer ScientistsSoftware DevelopersBachelor of ScienceMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Program Manager at Capital One
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
Capital One - McLean VAProgram Managersince Oct 2012Western Union - San Francisco, CA.Program ManagerJan 2012 - Sep 2012
Portfolio Manager at Visa

Kris Crichton Sunnyvale, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerProgram DirectorOperations ManagerDirector of Product DevelopmentFinancial ManagerSupporting MemberTeam MemberAccount ManagerBachelor of Science

Experience & Education

Work

Company:
Perficient, inc
Senior engagement & program manager
Company:
Yahoo! inc - Sunnyvale, CA
Business transformation & program management v

Skills

Business Strategy and Transformation; Process Optimization; Program Management; Operations; Project ...


Portfolio Managers near San Ramon, CA01734516885OaklandWalnut CreekPleasantonBerkeleyDanvilleConcordFremontHaywardLivermoreSan Leandro



Portfolio Managers around San Ramon, CA

Alameda  (6)
Alamo  (2)
Antioch  (2)
Berkeley  (21)
Clayton  (1)
Concord  (12)
Danville  (13)
Fremont  (12)
Hayward  (9)
Lafayette  (4)
Livermore  (8)
Newark  (2)
Oakland  (82)
Orinda  (4)
Pleasanton  (37)
San Leandro  (7)
Union City  (1)
Walnut Creek  (45)

Portfolio Managers in California

Sub-specializations

Portfolio Manager  (32)