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Portfolio Managers in Temecula, CA

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5 results found

Don Kuhn San Diego, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorChairman EmeritusFinancial ManagerOperations ManagerChairpersonChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperArmy Lieutenant ColonelLeaderManagersVice PresidentPartnerDepartment SupervisorCommunity Service ManagerAdvisorNon-ProfitAnalystsSales AgentSales RepresentativeGovernment Administration ProfessionalPsychology Specialist

Experience & Education

Position:
Relationship Portfolio Manager / Director of Insurance Programs at FUTR Family Management, LLC,...
Title:
Wealth is more than Money. . .
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
FUTR Family Management, LLC - United StatesRelationship Portfolio Manager / Director of Insurance Programssince Nov 2012Estate Equities - West Coast, United States of AmericaInsurance Consultingsince Aug 2009
Languages:
Spanish

Susan Strunk Temecula, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerProperty ManagerReal Estate ManagerSupervisorManagersReal Estate Sales AgentAccount Service ManagerDirectorOffice AdministratorFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Pacific capital investments - Lake Arrowhead, CA
Property manager
Company:
Jd property management - Costa Mesa, CA
Portfolio supervisor

Skills

Yardi, Skyline, One-Site, MRI, Annual Budget Preparation, Cam Reconcilations, Billing, A/P, A/R,...

Sidney Cooper Temecula, CA

Professions & Specialties

TraderPortfolio ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerFinancial AnalystManagerOperations ManagerFinancial ManagerAnalystBusiness AdministratorAdvisorAnalystsBachelor of Science

Experience & Education

Work

Company:
Mission federal credit union
Financial analyst iii - financial planning and analysis
Company:
Countrywide securities corporation - Calabasas, CA
Avp cmbs group -middle office

Amanda Green Temecula, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerArchitectIT AnalystInformation Systems AnalystCounselorAdvisorAnalystAnalystsBranch ManagerField Marketing SpecialistMarketing AdministratorBachelor of Fine ArtsFinancial ManagerMarketing Manager

Experience & Education

Work

Company:
Amanda l. green consulting llc
Consultant (contract)
Company:
Kofax inc - Irvine, CA
Industry solutions architect

Sandra Rush Temecula, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCommunity Association ManagerReal Estate ManagerClient Service OfficerCommunity ManagerManagersGeneral EducationFinancial Manager

Experience & Education

Work

Company:
Great oak high school
Psg football treasure
Company:
Appleone - Temecula, CA
Community association manager

Skills

Accounting, Customer Service, Multitasking


Portfolio Managers near Temecula, CA0122244366488610San DiegoCarlsbadSan Juan CapistranoEscondidoRiversideEncinitasSan MarcosCoronaVistaTrabuco Canyon



Portfolio Managers around Temecula, CA

Carlsbad  (23)
Corona  (6)
Encinitas  (9)
Escondido  (15)
Fallbrook  (4)
Oceanside  (5)
Perris  (1)
Redlands  (1)
Riverside  (12)
San Clemente  (5)
San Diego  (608)
San Marcos  (9)
Sun City  (2)
Vista  (6)
Wildomar  (1)

Portfolio Managers in California

Sub-specializations

Portfolio Manager  (5)