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Portfolio Managers in Kansas

Portfolio Managers in Shawnee Mission, KS

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27 results found

Brad Reed Shawnee Mission, KS

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Brokerage Clerk • Chairperson • President and Owner • Chief Executive • Financial Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Project Managers • Managers • Consumer Goods Professional • Commodities Clerk • Information Technology Specialist • IT Specialist • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Sports Trainers

Experience & Education

Position:
President and Owner at Brad Reed Investment Success, RIA Registered Investment Advisor and...
Title:
President at Brad Reed Investment Success - helping people achieve their financial dreams http://BradReedIS.com
Location:
Lenexa, Kansas
Industry:
Financial Services
Work history:
Brad Reed Investment Success - http://BradReedIS.comPresident and Ownersince Jun 2013Retirement Resources Inc - Overland Park, KansasRIA Registered Investment Advisor and Portfolio Manager for IncomeNOWsince Jun 2013
Skills:
Lean Manufacturing, Six Sigma, DMAIC, Investments, Stock Trading, Stock Market, Dividends,...
Languages:
Spanish
Full Profile

Eddie Sanchez Shawnee Mission, KS

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Founder • Partner • General Partner • Corporate Executive • Chief Executive • Operations Manager • Founding Member • Master of Science • Bachelor of Science • Computational Scientist • Computer Scientists

Experience & Education

Work

Company:
Blackthorn investment group - Overland Park, KS
Portfolio manager
Company:
Credit suisse - San Francisco, CA
Portfolio manager
Full Profile

Debra Schremmer Kansas City, MO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Accounts Receivable • Loan Accountant • Property Manager • Real Estate Manager

Experience & Education

Position:
Vice President, C & I Portfolio Manager at Enterprise Bank and Trust
Title:
VP, C & I Portfolio Manager Enterprise Bank
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Enterprise Bank and Trust - Overland Park, KSVice President, C & I Portfolio Managersince Sep 2012GE Commercial Finance - Overland Park, KSSenior Risk Analyst2000 - Sep 2012
Skills:
Credit, Credit Risk, Loans, Portfolio Management, Finance, Commercial Lending, Underwriting, Cash...
Full Profile

Andrew Cfa Shawnee Mission, KS

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Operations Manager • Analysts • Student Worker

Experience & Education

Work

Company:
Everest asset management
Portfolio manager
Company:
Alpine atlantic asset management - Zrich, ZH
Portfolio manager
Full Profile

Shaun Hammes Shawnee Mission, KS

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Account Manager • Financial Manager • Loan Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Portfolio Manager Government Servicing at KeyBank Real Estate Capital
Title:
Government Services Portfolio Manager at KeyBank
Location:
Leawood, Kansas
Industry:
Real Estate
Work history:
KeyBank Real Estate Capital - Overland Park, KSPortfolio Manager Government Servicingsince Oct 2012KeyBank Real Estate Capital - Overland Park, KSSenior Account Manager Team Lead- FDIC Loan ServicingAug 2010 - Oct 2012
Skills:
Loans, Banking, Portfolio Management, Asset Managment, Mortgage Lending, Real Estate, Finance, Loan ...
Full Profile

Jack Wheeler Kansas City, MO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Sales Agent • Vice President • Director • Chief Executive • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Director, Investments at BMO Private Bank
Title:
Vice President Director, Investments BMO Private Bank
Location:
Kansas City, Missouri Area
Industry:
Investment Management
Work history:
BMO Private Bank - Leawood, KSVice President, Director, Investmentssince Dec 2011The Private Client Reserve of US Bank - Prairie Village, KSPortfolio ManagerDec 2010 - Dec 2011
Full Profile

Sarah Robertson Shawnee Mission, KS

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Financial Manager • Customer Service • Operations Manager • Managers

Experience & Education

Position:
Commercial Portfolio Manager, Officer at BMO Harris Bank
Title:
Commercial Portfolio Manager
Location:
Leawood, Kansas
Industry:
Banking
Work history:
BMO Harris Bank Commercial Portfolio Manager, Officersince Aug 2010M&I Bank Private Banking Relationship ManagerDec 2008 - Aug 2010
Skills:
Banking, Credit Analysis, Credit, Commercial Banking, Commercial Lending, Financial Analysis,...
Full Profile

Kelly Jernigan Kansas City, MO

Professions & Specialties

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

Experience & Education

Position:
Vice President, Senior Portfolio Manager at Commerce Bank
Title:
Portfolio Manager, Commerce Trust Company
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Commerce Bank - Kansas City, Missouri AreaVice President, Senior Portfolio Managersince Aug 2012M&I Wealth Management, a part of BMO Financial Group - Leawood, KSVice President, Senior Portfolio ManagerMay 2008 - Aug 2012
Certifications:
2012 Level III CFA Candidate, CFA Institute
Full Profile

Mark Howe Kansas City, MO

Professions & Specialties

Portfolio Manager • Certified Financial Planner • Investment Analyst • Puchasing and Estimating Manager • Advisor • Representative • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Client Portfolio Manager & Wealth Strategist, CFP(R) at Bukaty Companies
Title:
Client Portfolio Manager & Wealth Strategist at O'Renick Wealth Management
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Bukaty Companies - Leawood, KSClient Portfolio Manager & Wealth Strategist, CFP(R)since 2012U.S. Trust Portfolio Manager, CFP(R)2010 - 2012
Full Profile

Rick Mcgraw Kansas City, MO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Project Manager • Director • Project Managers • Operations Manager • Financial Manager

Experience & Education

Work

Company:
Genesis10 - Kansas City, MO
Technical project manager
Company:
Educational resources, inc - Shawnee Mission, KS
Director information technology / portfolio manager

Skills

Extensive experience managing IT infrastructure projects, Facilitated requirements gathering for...
Full Profile

Tom Soptick Shawnee Mission, KS

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Assistant Vice President • Financial Manager • Vice President • Chief Executive • Credit Analyst • Loan Accountant • Representative • Master of Business Administration

Experience & Education

Work

Company:
Central bank of kansas city
Portfolio manager, assistant vice president
Company:
Valley view bank (headquarters)
Senior credit analyst/business development representative

Skills

Expert in Moodys Financial Analysis and Baker Hill Statement software, Microsoft Word and Excel,...
Full Profile

David Cook Shawnee Mission, KS

Professions & Specialties

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

Experience & Education

Position:
IT Project Manager at Garmin International
Title:
IT Project Manager, Garmin International
Location:
Shawnee, Kansas
Industry:
Consumer Electronics
Work history:
Garmin International - Olathe, KansasIT Project Managersince May 2007
Skills:
SDLC, Oracle E-Business Suite, ERP, Visio
Full Profile

Ana Eissouh Shawnee Mission, KS

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Project Manager • Administrative Associate • Contractor • Administrative Clerk • Clerical Specialist • Sales Person • Sales Representative • Project Managers • Financial Manager • Independent Business Owners

Experience & Education

Work

Company:
Russell stover candies
Portfolio manager and international sales consultant
Company:
Italtrend, european union headquarters, brussels, belgium - Brussels, IL
Independent consulting contractor

Skills

Fluent: English, French, Spanish; Serbian/Croatian/Bosnian
Full Profile

Ethel Davis Shawnee Mission, KS

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Financial Manager

Experience & Education

Work

Company:
Paragon capital management, llc - Overland Park, KS
Principal & portfolio manager
Company:
Charles schwab & co., inc - Kansas City, MO
Financial consultant
Full Profile

Dick Walsh Shawnee Mission, KS

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Financial Manager

Experience & Education

Work

Company:
Dwi
Investment portfolio manager
Company:
The maxwell - Leawood, KS
Principal
Full Profile

Charles Heath Shawnee Mission, KS

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager

Experience & Education

Work

Company:
Wg acquisition corp
President
Company:
Umb financial corp
Portfolio manager
Full Profile

Alison Lute Kansas City, MO

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Supervisor • Managers • Account Representative • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Pilot • Business Administrator • Skilled Professional • Air Transportation Worker • Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Bachelor of Science • Automotive Specialist • Automotive Professional • Operations Manager • Financial Manager

Experience & Education

Position:
Supervisor at RTS Financial, Account Representative at RTS Financial
Title:
Supervisor at RTS Financial
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
RTS Financial - Lenexa, KSSupervisorsince Jun 2011RTS Financial Account Representativesince Sep 2009
Skills:
Credit, Call Center, Leadership, Microsoft Office, Budgets, Call Centers, Customer Service,...
Full Profile

Martha Degraw Shawnee Mission, KS

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Marketing Manager • Vice President • Chief Executive • Marketing Administrator • Operations Manager • Financial Manager • Business Systems Analyst • Computer Software Professional • IT Analyst • Software Developers • Staff Consultant • Leader • Subject Matter Expert • Counselor • Advisor • Managers • Skilled Professional • Model • Master of Business Administration • Research Assistant • Researcher • Survey Researcher

Experience & Education

Position:
Solution Marketing Manager at Perceptive Software
Location:
Shawnee, Kansas
Industry:
Telecommunications
Work history:
Perceptive Software - Shawnee, KSSolution Marketing Managersince Jul 2013West Interactive Vice President, Product ManagementJan 2010 - Jun 2013
Full Profile

Michelle Swopes Shawnee Mission, KS

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Outside Sales Representative • Account Representative • Sales Representative • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Supplier • Equipment Tools Purchasing Agent • Services Professional • Sales and Service Specialist • Sales Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Accounts Payable • Accounts Payable Specialist • Administrative Associate • Team Member • Administrative Clerk • Clerical Specialist • Assistant Branch Manager • Chief Administrative Officer • Financial Manager • Business Unit Manager • Business Administration Specialist • Operations Manager • Chief Executive • Real Estate Manager • Real Estate Sales Agent

Experience & Education

Title:
Outside Sales Representative at Transworld Sytems
Location:
Shawnee, Kansas
Industry:
Financial Services
Work history:
CBE Group Account RepresentativeOct 2011 - Mar 2013Kemper Insurance Collection AccountantApr 2002 - Apr 2003
PORTFOLIO MANAGER at ENCORE RECEIVABLES MANAGEMENT..
Full Profile

Jon Hof Kansas City, MO

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Loan Specialist • Loan Officers • Analyst • Construction • Analysts • Financial Analyst • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Internal Auditor • Finance and Accounting Specialist • Certified Auditor • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Student Worker • Financial Manager

Experience & Education

Position:
Supply Chain Sourcing Analyst at Black & Veatch
Location:
Kansas City, Missouri Area
Industry:
Real Estate
Work history:
Black & Veatch - Overland Park, KSSupply Chain Sourcing Analystsince Apr 2012KeyCorp - Overland Park, KSReal Estate AnalystJun 2009 - Apr 2012
Skills:
Loans, Banking, Finance, Commercial Real Estate, Marketing, Analysis, Business Strategy, Commercial ...
Languages:
Spanish
Certifications:
Internal Auditor, Institute of Internal Auditors
Portfolio Manager for transportation companies see..
Full Profile

Ryan Cannon Kansas City, MO

Professions & Specialties

Loan Officer • Loan Officers • Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • SEO Specialist • Web Marketer • Database Administration Professional • Database Administrator • Financial Manager • Marketing Manager

Experience & Education

Position:
Loan Officer at Veterans United Home Loans
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Veterans United Home Loans - Lenexa, KSLoan Officersince Nov 2012Stackify - Kansas City, Missouri AreaBusiness DevelopmentJul 2012 - Aug 2012
Skills:
Investments, Securities, Wealth Management, Equities, Trading, Mutual Funds, Asset Management,...
Full Profile

Charles Heath Shawnee Mission, KS

Professions & Specialties

Financial Director • Financial Officer • Financial Manager • School Principal • School Administrator • Educational Manager • Customer Service • Client Service Officer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts

Experience & Education

Title:
Seeking Strategic Finance/Financial Management Opportunities
Location:
Leawood, Kansas
Industry:
Financial Services
Work history:
WG Acquisition Corp. CFO/PrincipalApr 2009 - Sep 2012UMB Financial Corp. Equity AnalystMar 2006 - Feb 2009
Portfolio Manager at UMB Financial Corp
Full Profile

Jeremy Lawrence Shawnee Mission, KS

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Business Analyst • Business Administrator • Analyst • Analysts • Operations Manager • Coordinator • Managers • Financial Manager • Supplier • Counter Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Medical Support Assistant • Health Support Worker • Healthcare Support • Psychology Specialist • Bachelor of Science • Psychologist

Experience & Education

Work

Company:
Johnson county government its department allied global services
Lead business analyst
Company:
Nene's llc and coffeecakekc, llc
Small business administrator / operations planning analyst
Full Profile

Kenley Beck Shawnee Mission, KS

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Counselor • Advisor • Program Director • Operations Manager • Analysts • Manager • Project Managers • Financial Manager • Bachelor of Science

Experience & Education

Work

Company:
Samsung sta/sdsa - Overland Park, KS
At-tech consultant
Company:
Genesis 10 at bank of america - Kansas City, MO
Program manager

Skills

Project and program management
Full Profile

Michelle Swopes Shawnee Mission, KS

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Accounts Receivable • Analyst • Representative • Analysts • Property Manager • Real Estate Manager • Chief Executive • Financial Manager

Experience & Education

Work

Company:
Netsmart technologies, inc
Accounts receivable - regional ar analyst
Company:
The cbe group
Collection representative
Full Profile

Donald Fly Houston, TX

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Representative • Manager • Financial Manager • Operations Manager • Real Estate Sales Agent • Analysts • Advisor • Clerical Specialist • Chief Digital Officer • Purchasing Managers • Technology Manager • Technical Managers • Master of Business Administration • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Director of Contracts

Experience & Education

Position:
Commercial Servicing Portfolio Manager at Ocwen Financial Group
Location:
Houston, Texas Area
Industry:
Banking
Work history:
Ocwen Financial Group - Houston, TXCommercial Servicing Portfolio Managersince Sep 2012KeyBank Real Estate Capital - Kansas City, MOManager, Portfolio Services CMBSMay 2005 - Oct 2011
Full Profile

Nancy Politsch Baltimore, MD

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Senior Vice President • Chief Executive Officer • Vice President • Chief Executive • Corporate Executive • Advisor • Financial Manager • Master of Business Administration • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President at Wells Fargo Private Bank
Location:
Baltimore, Maryland Area
Industry:
Investment Management
Work history:
Wells Fargo Private Bank Senior Vice Presidentsince Feb 2010WTAS,Investment Advisory Services Managing DirectorMay 2007 - Feb 2010
Skills:
Wealth Management, Investments, Estate Planning, Asset Managment, Portfolio Management, Mutual...
Portfolio Manager at Bank of America
Full Profile

Portfolio Managers near Shawnee Mission, KS01020304050Kansas CityOverland ParkOlathe


Portfolio Managers around Shawnee Mission, KS

Kansas City  (331)
Kansas City  (1)
Olathe  (4)
Overland Park  (49)

Portfolio Managers in Kansas

Sub-specializations

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