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Portfolio Managers in Santa Monica, CA

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61 results found

Jonathan Sadowsky Santa Monica, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalResearcherSurvey ResearcherAnalystSecurityConstructionAnalystsChief Information OfficerManagerFinancial ManagerTechnology DirectorTechnology ManagerTechnical ManagersOperations ManagerModelSchool PrincipalSchool AdministratorEducational ManagerManagement AnalystsAccounting BookkeeperBookkeeper

Experience & Education

Position:
Fixed Income/Macro Portfolio Manager and Macroeconomic Analyst at Vaca Creek Asset Management LLC...
Title:
Fixed Income/Macro Macroeconomic Researcher and Portfolio Manager at Vaca Creek Asset Management
Location:
Santa Monica, California
Industry:
Investment Management
Work history:
Vaca Creek Asset Management LLC - Santa Monica, CAFixed Income/Macro Portfolio Manager and Macroeconomic Analystsince May 2010Browndorf PEM - Newport Beach, CAPortfolio and Risk ManagerJun 2008 - Feb 2010
Skills:
Fixed Income, Derivatives, Trading, Portfolio Management, Risk Management, Macroeconomics, Global...

Brian Donahue Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentProperty ManagerLicensed Real Estate BrokerReal Estate ManagerReal Estate Sales AgentAnalystApprenticeAnalystsMaster of Business AdministrationStudent WorkerFinancial ManagerTeam MemberManagersPartnerChief ExecutiveResearch SpecialistResearch ScientistHigh School TeacherSecondary School Teacher

Experience & Education

Position:
Asset Manager at Colony Capital
Location:
Los Angeles, California
Industry:
Real Estate
Work history:
Colony Capital - Los Angeles, CAAsset ManagerDalton Investments - Santa Monica, CAEquity Analyst MBA Intern2012 - 2012
Skills:
Real Estate, Financial Analysis, Financial Modeling, Asset Management, Fundamental Research,...
Languages:
Spanish, Portuguese

Anthony Wicklund Santa Monica, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentManagerDirectorChairpersonChief ExecutiveFinancial ManagerOperations ManagerConstructionDeputy ManagerBusiness AdministratorAnalystAnalystsContractorMaster of Business AdministrationFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperResearch SpecialistResearch ScientistStudent Worker

Experience & Education

Position:
Vice President, Portfolio Manager at Wilshire Associates
Location:
Santa Monica, California
Industry:
Investment Management
Work history:
Wilshire Associates - Santa Monica, CAVice President, Portfolio Managersince Jan 2013Convergent Wealth Advisors - Portland, Oregon Area and Washington, DC AreaDirector of Risk ManagementJun 2005 - Sep 2012
Skills:
Operational Due Diligence, Investments, Qualitative Research, Alternative Investments, Hedge Funds, ...
Certifications:
Chartered Alternative Investment Analyst, CAIA Association
Chartered Financial Analyst, CFA Institute

Austin Trees Los Angeles, CA

Professions & Specialties

Financial ConsultantPortfolio ManagerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerApprenticeStudent WorkerFinancial ManagerCorporate ExecutiveChief ExecutiveFinancial OfficerBachelor of ScienceMathematicsMathematicianFinance and Accounting SpecialistAccounting BookkeeperBookkeeperConstruction SpecialistConstruction Laborer

Experience & Education

Position:
Financial Advisor Services Intern at Dimensional Fund Advisors, Assistant Portfolio Manager at...
Title:
Financial Advisor Services at Dimensional Fund Advisors
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Dimensional Fund Advisors - Santa Monica, CAFinancial Advisor Services Internsince Apr 2013University of Kansas - Lawrence, KSAssistant Portfolio Managersince Sep 2012
Skills:
Microsoft Office, Portfolio Management, Financial Modeling, Bloomberg Terminal, Capital IQ,...

Gina Guerrero Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerOwnerPartnerChief ExecutiveFinancial ManagerProperty ManagerLicensed Real Estate BrokerReal Estate ManagerReal Estate Sales AgentCounselorAdvisorAu PairDaycare ProviderChildcare WorkersDesignersMarketing ManagerCorporate ExecutiveOperations ManagerClerical SpecialistSkilled ProfessionalAssociate of ArtsLaw SpecialistLawyersInternet Marketing ManagerWeb MarketerFashion DesignerData Scientist

Experience & Education

Position:
Owner / Operator at LA Paw au Pair, P/T Business Development Consultant at The Dog Walking Co,...
Title:
small business owner/ real asset manager/ business development consultant
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
LA Paw au Pair - Greater Los Angeles AreaOwner / Operatorsince Dec 2012The Dog Walking Co - Greater Los Angeles AreaP/T Business Development Consultantsince Dec 2012
Skills:
Word, Microsoft Office, Real Estate, Customer Service, Excel, Internet Research, Online Marketing,...

Christina Ryu Santa Monica, CA

Professions & Specialties

TraderPortfolio ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerAnalystSenior AnalystSecurityExecutive InternAnalystsResearch AnalystResearch AssistantResearcherSurvey ResearcherFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerStudent Worker

Experience & Education

Position:
Senior Analyst at Palisades Investment Partners
Title:
Sr. Analyst at Palisades Investment Partners
Location:
Santa Monica, California
Industry:
Financial Services
Work history:
Palisades Investment Partners - Santa MonicaSenior Analystsince Sep 2006Citigroup Financial Executive InternJul 2005 - Sep 2005
Skills:
Excel, Thomson One, Baseline, Research, Market Research, Market Analysis, Equity Research,...
Languages:
Korean

Jodi Dueck Santa Monica, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerBrand PlannerMarketing AdministratorBrand RepresentativeCounselorAdvisorMarketing ManagerFinancial ManagerLaw SpecialistLawyers

Experience & Education

Title:
Trademark and Branding Consultant
Location:
Santa Monica, California
Industry:
Law Practice
Work history:
Mark Burnett Productions - Santa Monica, CATrademark and Brand Marketing ManagerSep 2008 - Apr 2012Greenberg Glusker - Los Angeles, CATrademark Portfolio ManagerMar 2007 - Sep 2008

Sarah Nielsen Santa Monica, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Manager

Experience & Education

Position:
IP Portfolio Manager at Myers Andras Sherman & Zarrabian LLP
Title:
IP Portfolio Manager at Sherman & Zarrabian LLP
Location:
Santa Monica, California
Industry:
Legal Services
Work history:
Myers Andras Sherman & Zarrabian LLP - Santa Monica, CaliforniaIP Portfolio Managersince 2011

Brad Franklin Santa Monica, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerChief Executive OfficerCorporate ExecutiveChief ExecutiveFinancial ManagerInformation Technology SpecialistIT SpecialistWebsite DeveloperManagersClerical Specialist

Experience & Education

Position:
Managing Director . Jive66 . Mobile Technology Strategy & Product Development at Jive66
Title:
Managing Director . Jive66 . Mobile Technology Strategy & Product Development
Location:
Santa Monica, California
Industry:
Information Technology and Services
Work history:
Jive66 - Santa MonicaManaging Director . Jive66 . Mobile Technology Strategy & Product Developmentsince 2012Ambient Imaging Studios - Santa MonicaTechnology Financial Portfolio Manager2006 - 2012
Skills:
Product Development, Social Media, Start-ups, Entrepreneurship, Mobile Devices

James Pagano Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCounselorNon-ProfitAdvisorFounderOwnerManagerSenior ManagerFounding MemberChief ExecutiveFinancial ManagerOperations ManagerModelInformation Technology SpecialistIT SpecialistSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeEntertainerComputer ConsultantIT Consultant

Experience & Education

Position:
Founder And Owner at NetOppidan Consulting, SP
Title:
Business Strategy Consultant & Domestic and Multinational Intrapreneur
Location:
Greater Los Angeles Area
Industry:
Information Technology and Services
Work history:
NetOppidan Consulting, SP - Los Angeles, CaliforniaFounder And Ownersince May 2011DIRECTV - El Segundo, CAIT Project Portfolio Manager & IT Resource Capacity Manager2007 - 2011

Jorge Arroyo Santa Monica, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerOperations ManagerDirector of OperationsFinancial ManagerStudent WorkerProduction Worker

Experience & Education

Position:
Global Operations Manager at The Planet Stone Global Corporation
Location:
Santa Monica, California
Industry:
Import and Export
Work history:
The Planet Stone Global Corporation Global Operations Managersince May 2008CDCI Assets Portfolio ManagerMay 2005 - Mar 2011
Languages:
English, Spanish, Japanese, Chinese
Certifications:
BBB Accredited Business, Better Business Bureau Rated A

Rebecca Personius Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerChief Executive OfficerFinancial ManagerCorporate ExecutiveChief ExecutiveLodging ManagerOperations ManagerBachelors DegreeLicensed Real Estate BrokerProperty ManagerReal Estate ManagerOffice ClerkClerical SpecialistManagersSurgical Specialist

Experience & Education

Position:
Area Portfolio Manager at Essex Property Trust
Location:
Greater Los Angeles Area
Industry:
Hospitality
Work history:
Essex Property Trust - Greater Los Angeles AreaArea Portfolio Managersince Jan 2013Archstone Santa Monica, Santa Monica on Main and Citrus Suites - Santa Monica, CAGeneral ManagerMar 2012 - Jan 2013

Katherine Galway Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSupporting MemberOperations AssociateTeam MemberChief Information OfficerFinancial DirectorTechnology DirectorTechnology ManagerTechnical ManagersFinancial ManagerFinancial OfficerOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Portfolio Manager/CFO Assistant at Windward Capital Management
Title:
Registered Associate/CIO Assistant
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Windward Capital Management - Greater Los Angeles AreaPortfolio Manager/CFO Assistantsince Jul 2012Dimensional Fund Advisors - Santa Monica, CAOperations AssociateJul 2010 - Feb 2012

Seamus Gately Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentChief ExecutiveFinancial ManagerProperty ManagerLicensed Real Estate BrokerReal Estate ManagerReal Estate Sales AgentSupporting MemberTeam Member

Experience & Education

Title:
Vice President at Gately Enterprises, LLC
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
OneWest Bank - Santa Monica, CAAsset Manager - Commercial Real Estate Group (Workouts)2010 - 2012American Realty Advisors - Glendale, CAAsset Manager, Associate Portfolio ManagerJun 2005 - Dec 2008

Julie Spencer Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial Manager

Experience & Education

Position:
Portfolio Manager at Douglas Emmett
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Douglas Emmett - Santa Monica, CAPortfolio Managersince Sep 2007Arden Realty, Inc. Portfolio ManagerJan 1997 - Dec 2006
Skills:
Property Management, Leases, Real Estate, Tenant

Ron Soffer Woodland Hills, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSupervisorManagersFinancial ManagerPsychologistRental ClerkSales RepresentativeMarket AnalystMarket Research AnalystPsychology Specialist

Experience & Education

Work

Company:
Property management associates
Regional portfolio manager
Company:
Newmark merrill companies - Woodland Hills, CA
Residential/commercial regional property supervisor

Peter Schuchart Santa Monica, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerAssistant Vice PresidentVice PresidentChief ExecutiveFinancial ManagerSupporting MemberTeam Member

Experience & Education

Work

Company:
Tradewinds global investors llc - Los Angeles, CA
Company:
Tradewinds global investors llc - Los Angeles, CA
Assistant vice president, associate portfolio manager

Jodi Dueck Santa Monica, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerBrand PlannerBrand RepresentativeCounselorAdvisorManagerMarketing ManagerOperations ManagerFinancial Manager

Experience & Education

Work

Company:
Mark burnett productions - Santa Monica, CA
Trademark and brand protection manager
Company:
Greenberg glusker - Los Angeles, CA
Trademark portfolio manager

Derek Singh Santa Monica, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerIndependent ConsultantCounselorAdvisorFinancial ManagerChief ExecutiveComputer Scientists

Experience & Education

Work

Company:
Hm ruby fund
Independent consultant, quant solutions
Company:
Derek singh
Portfolio manager

Kyong Chang Santa Monica, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSupervisorManagersFinancial Manager

Experience & Education

Work

Company:
Community corporation of santa monica
Property supervisor
Company:
Multi-family
Regional portfolio manager

Jennifer Jackson Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerOperations ManagerDirector of OperationsFinancial ManagerLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Portfolio Manager at Douglas Emmett
Title:
Operations Manager at Douglas Emmett
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Douglas Emmett - Santa Monica CaPortfolio Managersince Mar 2011

Philip Shields Santa Monica, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSummer AssociateParalegalFinancial Manager

Experience & Education

Work

Company:
Ubs - Stamford, CT
Sales and trading summer associate
Company:
First national of nebraska, inc - Omaha, NE
Portfolio manager, money market desk

Skills

Bloomberg API, Excel VBA, BondEdge, CapIQ

James Colabelli Santa Monica, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSupporting MemberSolutions AdvisorTeam MemberAdvisorFinancial Manager

Experience & Education

Work

Company:
Us trust
Portfolio manager associate
Company:
Merrill edge - Malibu, CA
Financial solutions advisor

Chris Angermayer Los Angeles, CA

Professions & Specialties

Capital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerDirectorManagerOperations ManagerMarketing ManagerIndependent ConsultantAdvisorCounselorAuthorModelLegal CounselAgentSales RepresentativeMarketing AdministratorChief Investment OfficerFinancial ManagerChief ExecutiveTechnology DirectorTechnology ManagerTechnical ManagersManagement AnalystsPhilanthropeAnalystsTeam MemberNon-ProfitLicensed Real Estate BrokerProperty ManagerReal Estate ManagerMaster of Business AdministrationBachelor of Arts

Experience & Education

Position:
Director - Alternative Capital Markets / Independent Consultant at Quoin Capital LLC
Title:
Investment Management / Nonprofit Management
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Quoin Capital LLC - Greater Los Angeles Area, CADirector - Alternative Capital Markets / Independent Consultantsince Jun 2012McComsey Asset Management LLC - Los Angeles, CAVice Presidet - Marketing / Investment StrategistApr 2011 - Jan 2012
Skills:
Investment Management, Financial Analysis, Trading, Hedge Funds, Portfolio Management, Equities,...
Languages:
English, Spanish
Certifications:
FINRA: Series 2, 7, 63, 65
Co-Portfolio Manager / Analyst / Trader / Marketing a..

Cameron Izadi Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerAnalystSecurityApprenticeAnalystsLegal CounselStudent WorkerBusiness AdministratorTeam MemberLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales RepresentativeFinancial ManagerOperations Manager

Experience & Education

Position:
Syndications Analyst at Wells Fargo Capital Finance
Location:
Greater Los Angeles Area
Industry:
Banking
Work history:
Wells Fargo Capital Finance - Santa Monica, CASyndications Analystsince Jan 2012Bainbridge Capital M&A Analyst InternMay 2011 - Dec 2011
Skills:
Credit Analysis, Financial Modeling, Asset Based Lending, Equity Research, DCF
Certifications:
2013 Level I CFA Candidate, CFA Institute
while consulting with portfolio manager regarding some investment strate..

Jacob Lajoie Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerMaster of Business AdministrationLicensed Real Estate BrokerProperty ManagerReal Estate Sales AgentReal Estate ManagerSenior AssociateConstructionAnalystSupporting MemberTeam MemberAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEquipment Tools Purchasing AgentAccount Service ManagerClient Service OfficerDepartment Store SalespersonRetail ProfessionalRetail SalespersonManagerPartnerFinancial ManagerOperations ManagerChief ExecutiveCustomer Service

Experience & Education

Position:
MBA Candidate, May 2013 at University of Southern California
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
University of Southern California MBA Candidate, May 2013since Aug 2011Colony Capital - Santa Monica, CAAsset ManagerMar 2011 - Jul 2011
Portfolio Manager at Macquarie Bank

Henry Lim Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerSenior AssociateResearch ScientistMarketing ManagerManagerOperations ManagerMarketing AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberSupervisorCustodianTeam MemberManagersCustodial WorkerCleanersFinancial ManagerAnalystsAdvisor

Experience & Education

Title:
Senior Associate at Lombardia Capital Partners
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Lombardia Capital Partners - Pasadena, CASenior Associate / Client Service & Marketing ManagerApr 2010 - Nov 2011Wilshire Associates - Santa Monica, CAAssociate & Supervisor of Performance MeasurementMar 2006 - Feb 2010
..by streamlining custodian bank and portfolio manager data

Ryan Brandon Santa Monica, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveCounselorAdvisorScreenwriterEditing ProfessionalWriting and Editing ProfessionalWriter and EditorInformation Technology SpecialistIT SpecialistFinancial ManagerCorporate ExecutiveManagersPsychologistSurgical SpecialistTutorDeanHigher Education ProfessionalSchool AdministratorEducational ManagerConsumer Goods ProfessionalCommodities ClerkEntertainerPsychology Specialist

Experience & Education

Position:
Tech Consultant/ Owner at ryTECHan MAC/PC Consultation, Screenwriter at Film Industry
Title:
Owner @ ryTECHan - MAC/PC Consultation + Freelance Writer
Location:
Santa Monica, California
Industry:
Information Technology and Services
Work history:
RyTECHan MAC/PC Consultation - Greater Los Angeles AreaTech Consultant/ Ownersince Jul 2012Film Industry - Greater New York City AreaScreenwritersince Jan 2008
Skills:
Creative Development, Creative Writing, Script Coverage, Film, Mac OS X, Screenwriting, Feature...
Languages:
Spanish, Italian, Russian
Tech Stock Portfolio Manager/ Assistant to CEO at Private Inv..

Samuel Benson Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial AnalystEntertainment ProfessionalEntertainerRecognitionAnalystsClerical SpecialistMarket AnalystMarket Research AnalystSupplierAgentServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeChief Administrative OfficerFinancial ManagerChief ExecutiveCommunity Service ManagerGovernment Administration ProfessionalStudent Worker

Experience & Education

Position:
Financial Analyst, Financial Planning & Analysis at Beats by Dr. Dre (Beats Electronics, LLC.)
Title:
Financial Analyst at Beats by Dr. Dre
Location:
Greater Los Angeles Area
Industry:
Entertainment
Work history:
Beats by Dr. Dre (Beats Electronics, LLC.) - Santa Monica, CAFinancial Analyst, Financial Planning & Analysissince May 2013Lionsgate - Santa Monica, CAFinancial Analyst, Financial Planning & Strategic AnalysisOct 2012 - May 2013
Languages:
Spanish

Frank Coari Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerVice PresidentChief ExecutiveCounselorInvestorAdvisorReal Estate Sales AgentFinancial ManagerOperations ManagerFounding MemberSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeSchool AdministratorEducational Manager

Experience & Education

Position:
First Vice President at OneWest Bank
Title:
Commercial Real Estate Professional - FVP at OneWest Bank
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
OneWest Bank - Santa Monica, CAFirst Vice Presidentsince Jul 2011Aegis Properties Corporation - Los Angeles,CAConsultant / InvestorDec 2010 - Jul 2011
Languages:
Spanish
Portfolio Manager at American Realty Advisors

Eric Kirch Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSales Account AssociateSales ExecutiveSales ManagerFinancial ManagerOperations ManagerBachelor of ScienceBusiness AdministratorManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent Worker

Experience & Education

Position:
REALTOR at Shorewood Realtors, Sales Associate at Nordstrom
Title:
REALTOR - Shorewood Realtors
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Shorewood Realtors - Hermosa Beach, CAREALTORsince Dec 2011Nordstrom - Santa Monica, CASales Associatesince Aug 2011
Junior Portfolio Manager at Income Property Management

Ashley Trott Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerBuyerBuyer and SellerSales RepresentativePlannerSubject Matter ExpertPR and Communications ProfessionalSkilled ProfessionalPublic Relations ProfessinalReporterChief Administrative OfficerFounderFounding MemberChief ExecutiveFinancial OfficerFinancial ManagerMarketing ManagerMarketing AdministratorAdvertising ProfessionalAdvertising Sales AgentBachelor of ScienceStudent WorkerAuthoressAuthor

Experience & Education

Position:
Media Buyer/Planner at WebMetro
Location:
Greater Los Angeles Area
Industry:
Public Relations and Communications
Work history:
WebMetro - West Los AngelesMedia Buyer/Plannersince Nov 2011The Phelps Group - Santa Monica, CAMedia TraineeJul 2011 - Nov 2011
Skills:
Google Adwords, Excel, PowerPoint, Facebook, Wordpress, Tumblr, YouTube, PPC, Omniture, Outlook,...
Languages:
English, Norwegian, Swedish

Chelsea Van Arsdol Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerEntertainment ProfessionalEntertainerSales Account AssociateSales ExecutiveSales ManagerSales RepresentativeChairpersonVice PresidentFinancial ManagerChief ExecutiveTutorAnalystApprenticeCounselorReceptionistFront Desk ClerkAnalystsAdvisorFront Office ReceptionistChiropractorChiropractic DoctorBachelor of ScienceRecruitmentLeasing ProfessionalLicensed Real Estate BrokerProperty ManagerReal Estate ManagerStudent Worker

Experience & Education

Position:
Client Services at Cosmo Street
Location:
Greater Los Angeles Area
Industry:
Entertainment
Work history:
Cosmo Street - Santa Monica, CAClient Servicessince Mar 2013Lululemon athletica - Camberwell and Collingwood Melbourne, AustraliaSales Associate and HQ marketing dept. tempNov 2012 - Mar 2013

Raymond Kim Los Angeles, CA

Professions & Specialties

Investment Banking AnalystPortfolio ManagerBankerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerAssociate ProfessorLecturerPostsecondary TeacherAnalystTeam MemberAnalystsResearch AnalystResearch ScientistResearch AssistantResearcherSurvey ResearcherLicensed Real Estate BrokerProperty ManagerReal Estate ManagerMaster of Business AdministrationDoctor of PhilosophyBachelor of ArtsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Derivatives Strategist at Mirae Asset Securities (HK), Adjunct Professor in Finance at California...
Title:
Adjunct Professor in Finance at California State University Dominguez Hills
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Mirae Asset Securities (HK) - Seoul, KoreaDerivatives Strategistsince Oct 2011California State University, Dominguez Hills - Carson, CAAdjunct Professor in Financesince Jan 2011

Robb Kempken Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerSenior Vice PresidentFounderVice PresidentChief ExecutiveFounding MemberMarket AnalystMarket Research AnalystLeaderManagersOperations ManagerFinancial ManagerMarketing ManagerBrand PlannerSEO SpecialistBrand RepresentativeWeb MarketerTeam MemberFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEntertainment ProfessionalEntertainerMaster of Business AdministrationInformation Technology SpecialistIT SpecialistSchool AdministratorEducational Manager

Experience & Education

Position:
Senior Vice President at IBISWorld
Title:
Strategy and Operations Executive
Location:
Greater Los Angeles Area
Industry:
Market Research
Work history:
IBISWorld - Santa Monica, CASenior Vice Presidentsince Apr 2009Simple Rules of Money Founder2008 - 2010
Associate Portfolio Manager at Sanford Bernstein & Co

Nkem Ogbechie Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerSenior ManagerVice PresidentOperations ManagerChief ExecutiveModelBiotechnology ProfessionalBiologistBiological ScientistFinancial ManagerTeam MemberSpokespersonRepresentative

Experience & Education

Position:
Corporate Development - Senior Manager at Amgen
Title:
Amgen - Corporate Development
Location:
Greater Los Angeles Area
Industry:
Biotechnology
Work history:
Amgen - Thousand Oaks, CACorporate Development - Senior Managersince Apr 2011Cappello Capital Corp. - Santa Monica, CAM&A Advisory - Vice PresidentOct 2007 - Apr 2011
MA Wright Fund Portfolio Manager

Matt Corbitt Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberFinancial ManagerAdvisorSchool AdministratorEducational ManagerProperty ManagerReal Estate Manager

Experience & Education

Position:
Vice President | Institutional Sales at Wells Fargo Securities
Title:
VP Fixed Income Sales at Wells Fargo Securities
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Wells Fargo Securities - Greater Los Angeles AreaVice President | Institutional Salessince Feb 2013Wells Fargo Securities - Los Angeles, CAAssociate | Institutional SalesOct 2008 - Feb 2013
Certifications:
Series 24 - General Securities Principal, Financial Industry Regulatory Authority (FINRA)
Series 7 & 66 - General Securities Representative, Financial Industry Regulatory Authority (FINRA)

Ryan Lindley Santa Monica, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerSupporting MemberTeam MemberUnderwriterFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProject ManagerRepresentativeLoan AccountantSales AgentCustomer Service AssociateClient Service OfficerSales RepresentativeBachelor of ScienceCustomer ServiceFinancial ManagerProject Managers

Experience & Education

Position:
Associate at OneWest Bank, Commercial Loan Underwriter at OneWest Bank
Title:
Associate at OneWest Bank
Location:
Santa Monica, California
Industry:
Financial Services
Work history:
OneWest Bank - Santa Monica, CAAssociatesince Feb 2013OneWest Bank - Santa Monica, CaliforniaCommercial Loan Underwritersince Mar 2011
Assist loan portfolio manager in managing an active ABL portfo..

Perlita Ortega Santa Monica, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerAccount Service ManagerClient Service OfficerAccount ManagerApprenticeCustomer ServiceStudent WorkerBusiness AdministratorAdvisorSocial WorkersLegal InternLaw SpecialistStudent LawyerLawyersChairpersonFinancial ManagerChief ExecutiveOperations ManagerHuman Resources SpecialistRecruitmentEntertainment ProfessionalEntertainer

Experience & Education

Position:
Account Coordinator at ChowNow, SF/Bay Area Account Manager at Intern Sushi
Title:
Account Management at ChowNow
Location:
Santa Monica, California
Industry:
Online Media
Work history:
ChowNow - Venice, CAAccount Coordinatorsince Jun 2013Intern Sushi - Santa Monica, CASF/Bay Area Account Managersince Feb 2012
Languages:
English, Spanish
Portfolio Manager at Century Law Group LLP

Margrit Azadianfar Los Angeles, CA

Professions & Specialties

Puchasing and Estimating ManagerCounselorCustodianAdvisorTraining ManagerManagersCustodial WorkerCleanersManagerChief Learning OfficerOperations ManagerFinancial ManagerChief ExecutiveAccounting BookkeeperBookkeeper

Experience & Education

Title:
Consultant - Asset Backed Securities Administration at GUGGENHEIM PARTNERS INVESMTENT MANAGEMENT
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
GUGGENHEIM PARTNERS INVESMTENT MANAGEMENT - Santa Monica, CAConsultant - Asset Backed Securities AdministrationAug 2011 - Dec 2012CHURCHILL PACIFIC ASSET MANAGEMENT LLC Portfolio Adminstration ManagerSep 2000 - Mar 2011
..gers- presenting bids and offers to the portfolio manager

Scott Knight Santa Monica, CA

Professions & Specialties

Puchasing and Estimating ManagerCounselorAdvisorTechnical DirectorCo-FounderTechnical ManagersFounderFounding MemberChief ExecutiveFinancial ManagerResearcherSurvey ResearcherNeurological SpecialistNeurologistIT Specialist

Experience & Education

Position:
Consultant at Stauffer Consulting Services, Co Founder and Chief Technical Officer at It's a Small...
Title:
Consultant at Stauffer Consulting Services
Location:
Santa Monica, California
Industry:
Online Media
Work history:
Stauffer Consulting Services Consultantsince Oct 2012It's a Small Planet, LLC - Pasadena, CACo Founder and Chief Technical Officersince Sep 2010
Assistant Portfolio Manager at Caelum Capital Advisers LLC

Athena Zhang Santa Monica, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerFinancial AnalystApprenticeStudent WorkerManager in TrainingManagersMaster of Business AdministrationBachelor of Business AdministrationSoftware DeveloperSoftware DevelopersFinancial Manager

Experience & Education

Work

Company:
Warner music group - Santa Monica, CA
Financial analyst intern- warner chappell music, income tracking
Company:
Universal music group - Santa Monica, CA
Financial analyst intern

Skills

Language skills: Mandarin Chinese: Native ; English: Fluent; Cantonese Chinese: Fluent Business...

Athena Zhang Santa Monica, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerFinancial AnalystApprenticeStudent WorkerManagersBachelor of Business AdministrationFinancial Manager

Experience & Education

Work

Company:
Warner music group - Santa Monica, CA
Financial analyst intern- warner chappell music, income tracking
Company:
Universal music group - Santa Monica, CA
Financial analyst intern

Skills

Financial Modeling, Forecasting, Planning, Budgeting, Data Processing, Valutaion, P&L Analysis, ...

Tom Hallen Santa Monica, CA

Professions & Specialties

Buyers AgentPuchasing and Estimating ManagerInvestment AnalystAgentSales RepresentativeLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial ManagerOperations ManagerCertified Nurse AideNurseNurse PractitionerFinancial AnalystElectrical Engineering

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Foreclosure, Short-Sale
Work:
New Hope Realty, Inc
406 Broadway, 211C, Santa Monica, CA 90401
Experience:
2 years years
He worked as a Portfolio Manager in the money management industry..

Mel Ziontz Santa Monica, CA

Professions & Specialties

Portfolio ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerOf CounselLawyersJuristLegal CounselExecutive CompensationChief ExecutiveFinancial ManagerEntertainment ProfessionalEntertainerConsumer Goods ProfessionalCommodities ClerkMarket AnalystMarket Research AnalystLicensed Real Estate BrokerProperty ManagerReal Estate ManagerRepresentativeAdvisor

Experience & Education

Office:
Hirschfeld Kraemer LLP
233 Wilshire Boulevard, 6Th Floor, Santa Monica, CA 90401
Phone:
(310) 255-1835 (Phone)
ISLN:
902514209
Admitted:
1968, California
Biography:
Mel Ziontz is Of Counsel in the firm's Los Angeles Office. Mr. Ziontz' is a transactional lawyer...

Sean Castillo Irvine, CA

Professions & Specialties

Investment AnalystPortfolio ManagerPuchasing and Estimating ManagerFinancial ManagerResearch AnalystResearch AssistantResearcherSurvey ResearcherBachelor of ScienceStudent Worker

Experience & Education

Position:
Investment Analyst at Pathway Capital Management
Location:
United States
Industry:
Investment Management
Work history:
Pathway Capital Management - Irvine, CAInvestment Analystsince Jun 2012California State University, Northridge - NorthridgeStudent Portfolio ManagerNov 2011 - May 2012
Certifications:
2014 Level III CFA Candidate

Carl Hallen Santa Monica, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerAgentSales RepresentativeElectrical EngineerElectrical EngineeringCertified Nurse AideNurseNurse PractitionerProperty ManagerReal Estate ManagerFinancial Manager

Experience & Education

Specialties:
Residential sales, First time home buyers, Distressed properties
Work:
New Hope Realty, Inc.
Santa Monica, CA
(310) 689-0703 (Phone)
License #01893150
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Interests:
I have finished three 26-mile marathons since 2006
Languages:
English

Rick Graves San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSales DirectorDirectorFounderSales ManagerOperations ManagerFinancial ManagerFounding MemberChief ExecutiveAdvisorCertified Nurse AideNurseNurse PractitionerInformation Technology SpecialistIT SpecialistManagement Team ExecutiveDatabase Administration ProfessionalDatabase AdministratorSoftware DevelopersSales RepresentativeRecruitment

Experience & Education

Position:
Director of Sales, Portfolio Manager at [24]7, Advisor at Comply Socially
Title:
Sales Director at [24]7
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
[24]7 - NationalDirector of Sales, Portfolio Managersince Oct 2012Comply Socially - Santa Monica, CAAdvisorsince Oct 2012

Brooke Malik Santa Barbara, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerTeaching AssistantEducational Assistant TeacherPartnerChief ExecutiveFinancial ManagerInvestorOperations ManagerCustomer RelationsManagersTour GuideResearcherSurvey ResearcherStudent Worker

Experience & Education

Position:
Climate Corps Fellow at Environmental Defense Fund, Teaching Assistant at UCSB Technology...
Title:
EDF Climate Corps Fellow at San Diego State University
Location:
Santa Barbara, California
Industry:
Environmental Services
Work history:
Environmental Defense Fund - San Diego State UniversityClimate Corps Fellowsince Jun 2013UCSB Technology Management Program - Santa BarbaraTeaching Assistantsince Sep 2012

Lis Clinger Chicago, IL

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSupporting MemberTeam MemberFinancial ManagerLeaderAnalystBusiness AdministratorManagersAnalystsChairpersonChief ExecutiveOperations ManagerMathematicsMathematicianAccounting BookkeeperBookkeeperClient Service OfficerCustomer Service

Experience & Education

Position:
Portfolio Manager at Northern Trust
Location:
Greater Chicago Area
Industry:
Investment Management
Work history:
Northern Trust - ChicagoPortfolio Managersince Feb 2013Northern Trust - Chicag, ILAssociate Portfolio ManagerAug 2010 - Feb 2013
Skills:
Portfolio Management, Investments, Wealth Management, High Net Worth Individuals, Asset Management, ...



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