Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Portfolio Managers in California

Portfolio Managers in Santa Ana, CA

Find a professional & check records

Here is a complete directory of nearly all available Portfolio Managers in Santa Ana, CA.

The Trustoria Service Professional Directory helps everyone get the best service provider for their upcoming project.

Be sure to review other neighborhoods around Santa Ana, CA to locate the names of more service providers.

250 results found

Pej Hamidi Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Generalist • Supervisor • Managers • Floor Manager • Retail Sales Manager • Manager • Director • Financial Manager • Sales Manager • Operations Manager • Model • Investor • Security • Analysts • Agent • Sales Representative • Marketing Manager • Chief Executive • Founding Member • Corporate Executive • Nurse • Nurse Practitioner • Web Marketer

Experience & Education

Position:
Global Macro Generalist: Multi-Strategy/Asset Class Portfolio Manager/Floor Supervisor/Risk Manager ...
Title:
Market Prodigy & Macro Generalist. Raised on Wall Street. Portfolio Analysis & Initial Consult w/ Paid Expenses
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Global Macro Generalist: Multi-Strategy/Asset Class Portfolio Manager/Floor Supervisor/Risk Managersince Jul 2010Capital, LLC Director of Institutional Developmentsince Jul 2007
Skills:
Expert MS Office, Logical, Efficient, Natural Leader, Speak Multiple Languages, Tech Savvy,...
Full Profile

Gail Bernstein Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Apprentice • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Portfolio Manager at Wells Fargo
Location:
Orange County, California Area
Industry:
Banking
Work history:
Wells Fargo - Ontario, CAPortfolio Managersince Apr 2013Wells Fargo - Chicago, ILPortfolio ManagerDec 2011 - Mar 2013
Full Profile

Bob Roades Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • School Administrator • Educational Manager • Medical Support Assistant • Health Support Worker • Healthcare Support

Experience & Education

Position:
Vice President - Special Assets Portfolio Manager at Aurora Bank
Title:
Commercial Credit Administration | Special Assets | Commercial Loan Servicing | Credit Review | CRE and C&I Lending
Location:
Orange County, California Area
Industry:
Banking
Work history:
Aurora Bank - Lake Forest CAVice President - Special Assets Portfolio Managersince May 2010First Federal Bank of California - Santa Monica CAVice President - Credit AdministrationOct 2003 - Apr 2010
Skills:
Credit, Special Assets, Asset Review, Commercial Real Estate, Commercial Mortgages, Loan Servicing, ...
Full Profile

Stacey Monroe Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Leasing Agent • Leasing Property Manager • Property Manager • Real Estate Manager • Leasing Professional • Director • Financial Manager • Operations Manager • Administrative Associate • Administrative Clerk • Clerical Specialist • Real Estate Sales Agent • Corporate Executive • Chief Executive • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Housekeeping Aide • Cleaning Worker

Experience & Education

Title:
Asset/Property Management
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
RiverRock Real Estate Group PORTFOLIO MANAGERNov 2011 - Jul 2012ICI DEVELOPMENT COMPANY DIRECTOR, ASSET MANAGEMENTApr 2008 - Nov 2011
Full Profile

Andrew Mircovich Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Executive Officer • Financial Manager • Corporate Executive • Chief Executive • Receivership • Bankruptcy Attorney • Financial Regulation Attorney • Lawyers • Real Estate Sales Agent • Project Managers • Vice President • Operations Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer • Psychology Specialist

Experience & Education

Position:
Portfolio Manager at Pacific Medical Buildings (PMB LLC)
Location:
Orange County, California Area
Industry:
Commercial Real Estate
Work history:
Pacific Medical Buildings (PMB LLC) Portfolio Managersince Feb 2012PM Realty Group General ManagerJul 2011 - Jan 2012
Full Profile

Davey Linton Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Production Manager • Team Member • Analysts

Experience & Education

Title:
Portfolio Manager at PIMCO
Location:
Orange County, California Area
Industry:
Investment Management
Full Profile

Mike Jenny Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Loan Officers • Financial Manager • Operations Manager • Logistician

Experience & Education

Title:
Student Portfolio Manager at CSULB SMIF
Location:
Orange County, California Area
Industry:
Investment Management
Full Profile

John V Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Commodity Trader • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Business Analyst • Analyst • Analysts • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Director of Operations • Operations Manager • Advisor • Subject Matter Expert • Custodian • Counselor • Business Consultant • Managers • Skilled Professional • Custodial Worker • Cleaners • Accounts Payable • Accounts Payable Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Mathematics • Mathematician • Software Developer • Software Developers • Network Systems Administrator • Computer Network Professional • Network Administrator • IT Analyst

Experience & Education

Position:
Business Analyst at Barclays Global Investors
Title:
IT/Finance Executive
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Barclays Global Investors Business Analystsince Oct 2009Digital Realty Trust Business AnalystJul 2009 - Oct 2009
Skills:
Krav Maga, Microsoft SQL Server, Android Development, Access, Crystal Reports, VBA, Visual Basic,...
Full Profile

Rick Christophersen Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Director • Chief Administrative Officer • Board Member • Operations Manager • Chief Executive • Financial Manager • Management Team Executive • Investor • Recruitment • Dean • Higher Education Professional • School Administrator • Educational Manager • Underwriter

Experience & Education

Position:
Director, College of Performing Arts at Chapman University at Chapman University
Title:
Director, College of Performing Arts at Chapman University
Location:
Orange County, California Area
Industry:
Performing Arts
Work history:
Chapman University - Orange County, California AreaDirector, College of Performing Arts at Chapman Universitysince Mar 2001Ameriquest Mortgage Investor ConduitApr 1997 - Mar 2001
Languages:
French
Full Profile

Niza Oun Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Coordinator • Analyst • Managers • Analysts • Financial Manager • Chief Information Officer • Senior Vice President • Chief Executive • Marketing Manager • Operations Manager • Technology Director • Technology Manager • Technical Managers • Vice President • Visual Basic Developer • Information Technology Specialist • Software Developer • Software Developers • IT Specialist • Copy Desk Chief • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Assistant Portfolio Manager at BNY Mellon
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
BNY Mellon Assistant Portfolio ManagerCapital Group Project Coordinator/AnalystOct 2012 - Apr 2013
Languages:
Central Khmer, Spanish, Tagalog, Chinese
Full Profile

Willie Gutierrez Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Director • Financial Officer • Financial Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Human Resources Specialist • Recruitment • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Financial Officer at Premier Business Centers
Title:
Chief Financial Officer at Premier Office Centers
Location:
Orange County, California Area
Industry:
Executive Office
Work history:
Premier Business Centers Chief Financial Officersince Feb 2009Merrill Lynch & Company Portfolio ManagerOct 2000 - Jan 2009
Skills:
Real Estate, Budgets, Property Management, Leases, Accounting, Financial Analysis, Accounts...
Full Profile

Chad Calhoun Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Managing Member • Manager • Operations Manager • Financial Manager • School Principal • School Administrator • Educational Manager • Buyer • Buyer and Seller • Sales Representative • Property Manager • Real Estate Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Real Estate Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Member at TidalWave Asset Managment
Location:
Orange County, California Area
Industry:
Banking
Work history:
TidalWave Asset Managment - Orange County, California AreaManaging Membersince 2011Kondaur Capital Corporation Asset Manager / Portfolio Manager2008 - 2011
Full Profile

Jim Mcgrath Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Loan Officers • Finance and Accounting Specialist • Accounts Receivable • Accounting Bookkeeper • Bookkeeper • Vice President • Manager • Senior Vice President • Chairperson • Chief Executive Officer • Chief Executive • Operations Manager • Financial Manager • Corporate Executive • Client Service Officer • Customer Service

Experience & Education

Title:
Financial Services
Location:
Orange County, California Area
Industry:
Banking
Work history:
FIRST BANK Vice President/Portfolio Manager Asset Based LendingJun 2004 - Oct 2010PRODUCTION FINANCE INTERNATIONAL, LLC Senior Vice President/Chief Credit OfficerSep 2001 - May 2004
Full Profile

Melanie Law Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President of Finance • Vice President • Chief Executive • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction Laborer

Experience & Education

Title:
AVP, National Finance Group at Lennar Corporation
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Lennar Corporation AVP, National Finance GroupDec 2006 - Dec 2010Lennar Corporation Loan Portfolio ManagerNov 2004 - Dec 2006
Full Profile

Julia Brown Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Program Director • Operations Manager • Project Managers • Financial Manager • Project Manager • Counselor • Advisor • Unix Administrator • Information Technology Specialist • Systems Administrator • Computer Systems Administrator • IT Specialist • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Snr PM at Kaiser Permanente IT, IT Portfolio Manager at PayPal, Senior IT Project Manager at Kaiser ...
Title:
Program/Project Manager at Kaiser Permanente IT
Location:
Orange County, California Area
Industry:
Information Technology and Services
Work history:
Kaiser Permanente IT Snr PMsince Jan 2010PayPal IT Portfolio Managersince 2009
Skills:
Agile Methodologies, SDLC, Business Analysis, PMP, Integration, PMO
Full Profile

Alex Uvidia Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Examiner • Construction • Subject Matter Expert • Inspector • Skilled Professional • Government Administration Professional • Economist • Financial Manager • Community Service Manager • Operations Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Risk Examiner at FDIC
Location:
Orange County, California Area
Industry:
Government Administration
Work history:
FDIC - Orange County, California AreaRisk Examinersince Jul 2011US Treasury - Washington D.C. Metro AreaInternational Economist (FDIC Detailee)Jan 2013 - Apr 2013
Skills:
Spanish, Bank Regulation, Loan Analysis, Liquidity Management, Policy Analysis, Financial Risk,...
Full Profile

Joe Bronson Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Investment Officer • Chairperson • Financial Manager • Management Analysts • Chief Executive • Counselor • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Builder • Construction Specialist • Construction Laborer • Clerical Specialist • Administrative Associate • Administrative Clerk

Experience & Education

Position:
Licensed Portfolio Manager at ECM Investment Management Inc., President & Chief Investment...
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Century 21 All Stars Realty Investment ConsultantDec 2005 - Sep 2008Keller Williams Investment ConsultantAug 2005 - Sep 2008
Skills:
- Financial & Strategic Planning, - Equity & Fixed Income Investment Management, - Complex ...
Full Profile

Dan Cesana Santa Ana, CA

Professions & Specialties

Financial Services Professional • Portfolio Manager • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Financial Manager • Marketing Manager

Experience & Education

Title:
Financial Services Professional
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
GE CAPITAL SOLUTIONS Senior Account ManagerNov 2002 - Dec 2009Deutsche Financial Services A/R Account ManagerMay 1995 - Nov 2002
Skills:
Credit and Collections, Portfolio Management, Asset Based Lending, Financial Analysis, Relationship ...
Languages:
English, French
Full Profile

Bill Handley Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Office Clerk • Clerical Specialist

Experience & Education

Position:
Senior Credit Executive at JPMorgan Chase
Location:
Orange County, California Area
Industry:
Banking
Work history:
JPMorgan Chase Senior Credit Executivesince Apr 2010JP Morgan Chase SVP Regional Portfolio ManagerJun 2005 - Mar 2010
Skills:
Operational Risk Management, Credit Analysis
Full Profile

Andrew Rosskamm Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Mathematician • Psychology Specialist

Experience & Education

Position:
Portfolio Manager at PIMCO
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
PIMCO Portfolio Managersince Aug 2010International Finance Corporation Investment AnalystMar 2006 - Jan 2008
Full Profile

Barry Duval Santa Ana, CA

Professions & Specialties

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

Experience & Education

Title:
Multifamily Property Management Director
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Prometheus Real Estate Group - (2000 - 2005) Newport Beach, California (2005 - 2011) Portland, OregonDirector of Property Management Services2000 - Mar 2011Prometheus Real Estate Group - Newport Beach, CaliforniaPortfolio ManagerMay 1995 - 2000
Full Profile

Darren Whissen Santa Ana, CA

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Chairperson • Board Member • Treasurer • Financial Manager • Chief Executive • Management Team Executive • Operations Manager • Financial Officer • Volunteer • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Atomi Financial Advisors, Lead Portfolio Manager at Courtlandt, Board Member...
Title:
Financial Advisor | Portfolio Manager
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Atomi Financial Advisors - Newport Beach, CAPresidentCourtlandt - Newport Beach, CALead Portfolio Manager
Skills:
Retirement Planning, Wealth Management, Investments, Investment Advisory, Life Insurance, Personal...
Full Profile

Jason Topor Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at KPP Financial Inc.
Title:
Portfolio Manager
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
KPP Financial Inc. - Dana PointPortfolio Managersince Jul 2004
Full Profile

Michelle Kramer Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Model • Psychologist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Advisor • Financial Manager • Psychology Specialist

Experience & Education

Position:
Portfolio Manager at Impac
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Impac Portfolio Managersince Jan 2010Venta Home Loans Senior Loan ConsultantJul 2009 - Jan 2010
Full Profile

Linda Kuehl Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Training and Development • Internal Auditor • Certified Auditor • Financial Compliance Examiner • Auditor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Advisor • Financial Manager • Trainer • Recruitment • Operations Manager

Experience & Education

Position:
Corporate Trainer & Compliance Mgr. at PS Business Parks, Inc.
Title:
Corporate Trainer & Compliance Mgr at PS Business Parks, Inc.
Location:
Orange County, California Area
Industry:
Commercial Real Estate
Work history:
PS Business Parks, Inc. Corporate Trainer & Compliance Mgr.since Feb 1999Public Storage, Inc. Portfolio Manager and Internal AuditorSep 1996 - Jan 1999
Full Profile

Rebecca Delarosa Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Produce Manager • Production Manager • Financial Manager • Business Analyst • Analyst • Analysts • Information Technology Specialist • IT Specialist • Advocate • Jurist • Legal Counsel • Software Developers

Experience & Education

Title:
Product Manager/Sr Business Analyst
Location:
Orange County, California Area
Industry:
Information Technology and Services
Work history:
Dealer Socket Product ManagerDec 2009 - Jun 2012The TriZetto Group Sr. Business AnalystJan 2001 - Nov 2008
Full Profile

Shannon O'connell Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Non-Profit • Management Consultant • Management Analyst • Analysts • Financial Manager • Philanthrope • Advisor • Operations Manager • Community Service Manager • Master of Business Administration • Government Administration Professional • Automotive Specialist • Automotive Professional

Experience & Education

Title:
Portfolio Manager
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
The Tarbox Group - Newport Beach, CAPortfolio ManagerDec 2011 - Jun 2012Roubini Global Economics Investment Management ConsultantFeb 2011 - Jan 2012
Full Profile

Carmen Delgado Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Sales Agent • Real Estate Manager • Paralegal • Litigation Support Specialist • Articled Clerk • Legal Counsel • Lawyers • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Investor • Financial Manager

Experience & Education

Position:
Portfolio Manager at Stewart Asset Recovery
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Stewart Asset Recovery Portfolio Managersince Aug 2009Option One Mortgage Asset Manager2001 - 2008
Full Profile

Brian Santana Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Chief Executive Officer • Corporate Executive • Supervisor • Managers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Master of Business Administration • Accounting Bookkeeper • Bookkeeper • Sales Representative

Experience & Education

Position:
Vice President, Sr. Portfolio Manager at RBS Citizens, N.A.
Location:
Orange County, California Area
Industry:
Banking
Work history:
RBS Citizens, N.A. - Irvine, CAVice President, Sr. Portfolio Managersince Oct 2012GE Capital - Irvine, CAAVP, Portfolio ManagementSep 2007 - Oct 2012
Full Profile

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
Full Profile

Erik Miller Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Retail BSA Systems Analyst at Union Bank
Location:
Orange County, California Area
Industry:
Banking
Work history:
Union Bank Retail BSA Systems Analystsince Jan 2006Union Bank Online Banking AdministratorJul 2001 - Dec 2005
Full Profile

Joey Chi Santa Ana, CA

Professions & Specialties

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

Experience & Education

Title:
Portfolio Manager, CFA, JD
Location:
Orange County, California Area
Industry:
Investment Management
Full Profile

Ahmed Khatib Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Analyst • Analysts • Corporate Executive • Financial Officer • Operations Manager • Master of Business Administration • Master of Science • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Higher Education Professional • School Administrator • Educational Manager • Psychology Specialist

Experience & Education

Position:
Vice President, Senior Portfolio Manager at HighMark Capital Management (Union Bank)
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
HighMark Capital Management (Union Bank) Vice President, Senior Portfolio Managersince May 2008HighMark Capital Management (Union Bank) Portfolio Analyst2006 - 2008
Skills:
Asset Managment, Portfolio Management, Investment Management, Alternative Investments, Investments, ...
Full Profile

Steve Rumsey Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Team Leader • Operations Manager

Experience & Education

Title:
Portfolio Manager, Optimus Advisory Group
Location:
Orange County, California Area
Industry:
Investment Management
Full Profile

Thomas Rollinger Santa Ana, CA

Professions & Specialties

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

Experience & Education

Title:
Portfolio Manager, Edward O. Thorp & Associates
Location:
Orange County, California Area
Industry:
Investment Management
Full Profile

Jeff Henderson Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at IMPAC
Location:
Orange County, California Area
Industry:
Management Consulting
Work history:
IMPAC Portfolio Manager
Full Profile

Judy Nguyen Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Investor • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Legal Actions Porfolio Manager Senior at Option One Mortgage
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
American Home Mortgage Servicing Inc Legal Actions Portfolio Manager SeniorNov 2002 - Apr 2009Option One Mortgage MI Claims/Final Settlement SpecialistNov 2002 - Nov 2006
Full Profile

Robert Janssen Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at IMPAC
Location:
Orange County, California Area
Industry:
Management Consulting
Work history:
IMPAC Portfolio Manager
Full Profile

Jennifer Baick Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Associate Portfolio Manager, Marketing at First Foundation Advisors
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
First Foundation Advisors Associate Portfolio Manager, Marketingsince Nov 2008Samsung Manager, Bancassurance Marketing2005 - 2007
Skills:
Certified Financial Planner 2005
Full Profile

Herman Leung Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at SCM
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
SCM Portfolio Manager
Full Profile

Carlos Reyes Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • DB Administrator • Database Administration Professional • Database Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Coordinator • Managers • Financial Manager • Commodities Clerk

Experience & Education

Position:
Portfolio Manager at Impac Companies dba, Excel Mortgage Servicing, Inc
Title:
Portfolio Manager at IMPAC
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Impac Companies dba, Excel Mortgage Servicing, Inc - United StatesPortfolio Managersince Nov 2007Impac Companies dba, Excel Mortgage Servicing, Inc Security CoordinatorSep 2004 - Feb 2007
Skills:
Real Estate, Loan Origination, Mortgage Lending, FHA, REO, Loan Modifications
Certifications:
CA Departement of Real Estate
State of Georgia ; Department of Banking and Finance
Full Profile

Margy Klyce Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at Union Bank
Location:
Orange County, California Area
Industry:
Banking
Work history:
Union Bank Portfolio Manager
Full Profile

Joe Gehley Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Loan Officers • Vice President • Manager • Chief Executive • Operations Manager • Financial Manager • Security • Corporate Executive • Region Manager • Construction • Business Administrator • Area Manager • Managers • Supplier • Department Store Salesperson • Retail Professional • Retail Salesperson • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Public Records Assessor

Experience & Education

Position:
Vice President & Manager at US Bank
Title:
Market Credit Administrator at US Bank
Location:
Orange County, California Area
Industry:
Banking
Work history:
US Bank - Irvine, CAVice President & Managersince Jul 2011US Bank Vice President Portfolio ManagerSep 2008 - Jul 2011
Full Profile

Henry Villasenor Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Director • Chairperson • Financial Manager • Financial Officer • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Portfolio & Finance Manager at Brownstone Mortgage Capital Corporation
Title:
Portfolio Manager at Brownstone Mortgage Capital
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Brownstone Mortgage Capital Corporation - Santa Ana CaliforniaPortfolio & Finance Managersince Jan 1997Monarch Lending Grp President1988 - 1996
Languages:
English, Spanish
Full Profile

Deshon Witherspoon Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at IMPAC
Location:
Orange County, California Area
Industry:
Management Consulting
Work history:
IMPAC Portfolio Manager
Full Profile

Mark Hudoff Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
High yield portfolio manager at hotchkis & wiley capital management
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Hotchkis & wiley capital management High yield portfolio manager
Full Profile

Lian Liang Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at PIMCO
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
PIMCO Portfolio Manager
Full Profile

Peter Marigny Santa Ana, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Financial Manager • Operations Manager • Singer • Lyricist • Poet • Author

Experience & Education

Position:
Hedge Strategy Portfolio Manager at DITMo Capital
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
DITMo Capital Hedge Strategy Portfolio Managersince Mar 2005Salomon Smith Barney Portfolio Manager1997 - 2004
Skills:
DITMo Hedge Strategy Separately Mgd Account Deep-In-The-Money Buy/Writes (short expiration Covered...
Full Profile

Steven Grimm Santa Ana, CA

Professions & Specialties

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

Experience & Education

Title:
Sr. Portfolio Manager at U.S. Trust
Location:
Orange County, California Area
Industry:
Investment Management
Full Profile

Quan Le Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at Rockside Wealth Management, Project Management at Valero Energy Corporation
Title:
Portfolio Manager at Rockside Wealth Management
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Rockside Wealth Management - Orange County, California AreaPortfolio Managersince Aug 2011Valero Energy Corporation Project Managementsince Feb 1993
Full Profile


Portfolio Managers near Santa Ana, CA0255075100125IrvineNewport BeachCosta MesaHuntington BeachOrangeAnaheimTustinBreaFullertonPlacentia