Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Portfolio Managers in Thousand Oaks, CA

Find a professional & check records

Here is a complete list of most professional Portfolio Managers in your town.

Be sure to visit other towns near you to locate the names of more professionals.

The Trustoria Directory provides people with all the information needed to discover the best person for any need.

26 results found

Michiel De Bruin Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerInformation Technology SpecialistSoftware EngineerIT SpecialistSoftware DevelopersProgram DirectorFinancial ManagerOperations ManagerSharePoint AdministratorComputer Security SpecialistSystems ArchitectComputer Network ProfessionalComputational ScientistNetwork Systems AdministratorNetwork AdministratorSecurity and Investigations ProfessionalIT SecurityComputer ScientistsManagerProject ManagersDeanHigher Education ProfessionalSchool AdministratorEducational ManagerMicrosoft Certified Solutions ExpertBachelor of ScienceGeneral EducationRecognitionSupporting MemberAir Transportation WorkerTeam MemberElectricianBiotechnology ProfessionalBiologistBiological Scientist

Experience & Education

Position:
Senior Portfolio Manager at Amgen
Location:
Greater Los Angeles Area
Industry:
Information Technology and Services
Work history:
Amgen - Thousand Oaks, CASenior Portfolio Managersince Mar 2013Amgen, Arthrex - Thousand Oaks, California AreaProgram Manager / Enterprise Solution ArchitectMay 2012 - Mar 2013
Certifications:
Project Management Professional (PMP), Project Management Institute
Certified Information Systems Security Professional (CISSP), International Information System Security Certification Consortium

Nancy Lehrer Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerDirectorChief Executive OfficerFinancial ManagerOperations ManagerCorporate ExecutiveChief ExecutiveComputer Software ProfessionalSoftware DevelopersSoftware DeveloperComputer ScientistsBiologistBiological Scientist

Experience & Education

Position:
Portfolio Manager, Information Management and Analytics at Amgen, Director Information Services,...
Title:
Portfolio Manager at Amgen
Location:
Greater Los Angeles Area
Industry:
Computer Software
Work history:
Amgen - Thousand Oaks, CAPortfolio Manager, Information Management and Analyticssince Oct 2011Amgen Inc Director Information Services, Enterprise Architecturesince Sep 2004
Skills:
Enterprise Architecture, SOA, XML, Project Management, OOAD, Wireless, Technical Leadership,...

Oliver Campbell Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerFinancial ManagerCorporate ExecutiveChief ExecutiveOperations ManagerManagement AnalystsMaster of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInformation Technology SpecialistIT SpecialistSupporting MemberTeam Member

Experience & Education

Position:
SVP, Sr. Investment Strategist at Wells Fargo
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Wells Fargo - Westlake Village, CASVP, Sr. Investment Strategistsince May 2013First Republic Bank - Greater Los Angeles AreaManaging DirectorDec 2011 - Sep 2012

Cher Munoz Thousand Oaks, CA

Professions & Specialties

Financial ConsultantPortfolio ManagerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerChairpersonVice PresidentChief ExecutiveFinancial ManagerResearch AssociateResearch SpecialistResearch ScientistSpeakerAdvisorSpokespersonRepresentativeCertified Nurse AideNurseNurse Practitioner

Experience & Education

Position:
Financial Advisor and President at Zephyr Investment Management, Vice President and Portfolio...
Title:
President, Zephyr Investment Management
Location:
Thousand Oaks, California
Industry:
Investment Management
Work history:
Zephyr Investment Management - Los Angeles and Ventura County areasFinancial Advisor and Presidentsince Jan 2013Zephyr Investment Management - Westlake Village, CAVice President and Portfolio Managersince Mar 2002
Certifications:
Chartered Financial Analyst, CFA Institute

Eileen Workman Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerAuthorSpeakerSpokespersonRepresentativeVice PresidentChief ExecutiveFinancial Manager

Experience & Education

Title:
Author, Sacred Economics; Guest Speaker
Location:
Greater Los Angeles Area
Industry:
Writing and Editing
Work history:
Morgan Stanley Smith Barney - Westlake Village, CAFirst Vice President, InvestmentsAug 1985 - Sep 2007

Josh Weiss Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentFinancial ManagerChief Executive

Experience & Education

Position:
Officer, FHLMC Portfolio Manager at Bank of America
Title:
Officer, Portfolio Manager - Freddie Mac
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Bank of America - Westlake Village, CAOfficer, FHLMC Portfolio Managersince Oct 2009SST V.P. Auto CollectionsJul 2007 - Aug 2009

Mark Weiderman Thousand Oaks, CA

Professions & Specialties

Portfolio ManagerFinancial ConsultantInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentAnalystSupporting MemberAnalystsTeam MemberFinancial ManagerChief ExecutiveSchool AdministratorEducational ManagerSales Representative

Experience & Education

Work

Company:
Ubs financial services inc.
Sr. wealth strategy associate
Company:
Merrill lynch, bank of america corp. - Beverly Hills, CA
Financial advisor/ portfolio manager/analyst

Skills

Securities Licenses Series 7, 4, 63, 65. Advanced Excel funcionality. Worked with Morningstar,...

Mark Avetissian Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerPartnerFinancial ManagerChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Partner at The V Spot Vapor Lounge, AVP - Portfolio Manager at Velocity Commercial Capital
Title:
AVP -Portfolio Manager at Velocity Commercial Capital LLC.
Location:
Greater Los Angeles Area
Industry:
Commercial Real Estate
Work history:
The V Spot Vapor Lounge - 1165 e. thousand oaks blvd. thousand oaks ca. 91362Partnersince Aug 2013Velocity Commercial Capital - 30699 russell ranch roadAVP - Portfolio Managersince 2008

Caryn O'neil Thousand Oaks, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerProject ManagerFinancial ManagerProject Managers

Experience & Education

Work

Company:
Stratus environmental, inc
Portfolio manager
Company:
Stratus environmental, inc. - Ventura, CA
Project manager

Eric Reynolds Thousand Oaks, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerChief Executive OfficerCorporate ExecutiveChief ExecutiveFinancial ManagerMaster of Business AdministrationTeam MemberStudent WorkerAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Fiduciary trust international/franklin resources - Los Angeles, CA
Managing director, head of west coast fixed income
Company:
Kayne anderson rudnick wealth advisors - Century City, CA
Senior portfolio manager & head of fixed income investments

Parina Gounili Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerOncologistMedical Practice ProfessionalMedical PractitionerDirector of OperationsOperations ManagerFinancial ManagerProject ManagersInvestigatorBusiness AdministratorBiotechnology ProfessionalBiologistBiological ScientistMaster of Business AdministrationCertified Nurse AideNurseNurse Practitioner

Experience & Education

Position:
Commercialization and R&D Compliance - Program Management - Oncology at Amgen
Title:
Commercialization and R&D Compliance at Amgen
Location:
Greater Los Angeles Area
Industry:
Pharmaceuticals
Work history:
Amgen - Thousand Oaks, CACommercialization and R&D Compliance - Program Management - Oncologysince Nov 2012Roche Pharmaceuticals Discovery & Translational Area Operations DirectorJun 2011 - Nov 2012
Senior Portfolio Manager at sanofi-aventis

A.j. Cool Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerProducerConstructionLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial DirectorFinancial OfficerFinancial ManagerHuman Resources SpecialistRecruitmentSubject Matter ExpertTeam MemberSkilled ProfessionalReal Estate Sales AgentChief Administrative OfficerHR ManagerOperations ManagerChief ExecutiveBachelor of Science

Experience & Education

Position:
Site Developer for eVgo Freedom Stations - Electric Vehicle Charging at NRG Energy
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
NRG Energy - CaliforniaSite Developer for eVgo Freedom Stations - Electric Vehicle ChargingProConn Power, Inc Director of Finance & Administration2011 - 2013
Portfolio Manager/Store Development Manager/Asset..

Nicholas Timinskas Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerSharePoint AdministratorComputer Software ProfessionalSoftware EngineerNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorSoftware DevelopersAssociate ProfessorLecturerPostsecondary TeacherSecurityComputational ScientistComputer SpecialistComputer ScientistsConstructionSupervisorCrewmanManagersTeam MemberGeodesistBiotechnology ProfessionalGeo ScientistGeoscientistBiologistBiological ScientistManagerProject ManagersFinancial ManagerChief ExecutiveOperations ManagerVideo Editing ProfessionalVideo EditorFinancial Compliance ExaminerAuditor

Experience & Education

Position:
Sharepoint Developer at Amgen, Adjunct Professor at The Master's College
Title:
Sharepoint Developer at Amgen
Location:
Greater Los Angeles Area
Industry:
Computer Software
Work history:
Amgen - Thousand OaksSharepoint Developersince Jul 2013The Master's College - Santa Clarita, CaliforniaAdjunct Professorsince Jan 2013
Skills:
Project Management, Business Process, Technical Writing, Program Management, Quality Assurance,...
Portfolio Manager for Global Commercial Operations..

Jake Ganajian Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerRelationship ManagerAccount Service ManagerClient Service OfficerRegional Vice PresidentVice PresidentChief ExecutiveCustomer ServiceOperations ManagerFinancial ManagerLeaderConstructionManagersRegistered Medical AssistantMedical Support AssistantHealth Support WorkerHealthcare SupportMaster of Business AdministrationBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
SVP / Relationship Manager at Wells Fargo
Location:
Greater Los Angeles Area
Industry:
Banking
Work history:
Wells Fargo - Oxnard, CASVP / Relationship Managersince Apr 20131st Enterprise Bank - Woodland Hills, CaliforniaRegional Vice PresidentJul 2012 - Apr 2013
Senior Portfolio Manager at Pacific Capital Bancorp

Jack Jacob Los Angeles, CA

Professions & Specialties

Loan OfficersInvestment AnalystPuchasing and Estimating ManagerExecutive Vice PresidentVice PresidentDepartment ManagerChief ExecutiveDepartment SupervisorManagerOperations ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Executive Vice President, Chief Servicing Officer at Velocity Commercial Capital
Location:
Greater Los Angeles Area
Industry:
Capital Markets
Work history:
Velocity Commercial Capital - Westlake Village, Los Angeles County, CA 91362Executive Vice President, Chief Servicing Officersince Oct 2012Aurora Bank FSB - Orange County, California AreaVice President, Department Manager, Special Assets DepartmentJan 2008 - Oct 2012
Portfolio Manager

Andrew Chen Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerDirectorProgram DirectorOperations ManagerSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeBiotechnology ProfessionalBiologistBiological ScientistManagement ConsultantManagement AnalystAnalystsFinancial ManagerProject ManagersAdvisorSoftware DevelopersComputer ScientistsIT Specialist

Experience & Education

Position:
Director, Global Regulatory Affairs and Safety at Amgen
Title:
Director, Global Regulatory Affairs & Safety at Amgen
Location:
Greater Los Angeles Area
Industry:
Biotechnology
Work history:
Amgen - Thousand Oaks, CADirector, Global Regulatory Affairs and Safetysince Mar 2012Amgen Management Consultant2010 - Mar 2012
Skills:
Regulatory Affairs, FDA, Project Portfolio Management, Business Analysis
Consulting Portfolio Manager at Amgen

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

Mark Moon Los Angeles, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerChief Executive OfficerChief Investment OfficerCorporate ExecutiveChief ExecutiveManagement AnalystsSchool PrincipalSchool AdministratorEducational ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSecurityFinancial ManagerFinancial OfficerProject ManagersTechnology DirectorTechnology ManagerTechnical ManagersTeam MemberAir Transportation WorkerBiologistBiological Scientist

Experience & Education

Position:
Managing Director and Principal at Ross Institutional Investors
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Ross Institutional Investors - Camarillo, CA and New Haven, CTManaging Director and Principalsince 2008Tensegrity Capital - Camarillo, CAPrincipal and Chief Investment Officer2006 - 2008
SVP and Portfolio Manager at Fuller & Thaler Asset Managem..

Emily Guido Thousand Oaks, CA

Professions & Specialties

DesignersOwnerTreasurerChief ExecutiveFinancial OfficerFinancial ManagerAdvertising ProfessionalAdvertising Sales AgentWebmasterWeb DeveloperUser Interface DesignerSoftware DevelopersSubstitute TeacherEducatorEducation ProfessionalInstructorSupporting MemberTeam Member

Experience & Education

Position:
Designer, Owner at Guido's Web Design
Title:
Designer, Owner of Guido's Web Design
Location:
Thousand Oaks, California
Industry:
Marketing and Advertising
Work history:
Guido's Web Design Designer, Ownersince Feb 2009Various Companies VariousJan 1984 - Oct 2007
Retirement Portfolio Manager

Kathy Lindgren Thousand Oaks, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerAdministrative AssociateSupervisorAdministrative ClerkClerical SpecialistManagersControllerAccount ManagerManagerChief ExecutiveFinancial ManagerOperations ManagerBachelor of Science

Experience & Education

Work

Company:
Mike kenney insurance agency - Thousand Oaks, CA
Agency administrative assistant
Company:
Data exchange corporation - Camarillo, CA
Accounting supervisor

Randal Carson Thousand Oaks, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice President of OperationsVice PresidentChief ExecutiveAdvisorDepartment SupervisorManagerOperations ManagerFinancial ManagerAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Mutual securities inc
Sr vice president operations
Company:
Kipp financial group - Ventura, CA
Wealth advisor

Skills

Proficieny with Pershing NetX360, Bloomberg, NFS Streetscape & FBSI

Christi Colba Thousand Oaks, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerProject ManagerSports TrainerSports TrainersProject ManagersCounselorBusiness AdministratorAdvisorOperations ManagerFinancial ManagerSoftware EngineerSoftware DevelopersBachelor of Science

Experience & Education

Work

Company:
Dts
Agile coach and scrum master
Company:
Entertainment partners - Burbank, CA
Agile coach and scrum master

Skills

Project Management, Agile Methodologies, SDLC, eCommerce, Mobile

Kevin Lauricella Thousand Oaks, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerLoan OfficersChief Executive OfficerCorporate ExecutiveChief ExecutiveAnalystAnalystsFinancial ManagerMarketing ManagerOperations ManagerBusiness AdministratorTitle ExaminerField Marketing SpecialistMarketing Administrator

Experience & Education

Work

Company:
Fruition capital holdings inc
Managing director
Company:
Bank of america
Senior operations analyst

Michele Finlay Thousand Oaks, CA

Professions & Specialties

Puchasing and Estimating ManagerDirectorOperations ManagerRepresentativeField RepresentativeCompliance OfficerFinancial ManagerProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
Mk management inc - Thousand Oaks, CA
Collections director
Company:
Reo - Westlake Village, CA
Administration/field representative

Shirley Stevenson San Diego, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerProject ManagerCounselorRecognitionAdvisorMaster of ScienceInformation Technology SpecialistIT SpecialistSenior Project ManagerProject ManagersFinancial ManagerSenior ManagerOperations ManagerSupplierEquipment Tools Purchasing AgentServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeDepartment Store SalespersonRetail ProfessionalRetail SalespersonAnalystsIT AnalystDatabase Administration ProfessionalDatabase AdministratorComputer Systems AdministratorSoftware DevelopersSoftware DeveloperComputer ScientistsHealth ProfessionalHealth Practitioner

Experience & Education

Title:
Senior Technical Project Manager
Location:
Greater San Diego Area
Industry:
Information Technology and Services
Work history:
AMGEN (Consultant) - Thousand Oaks, CAProject Portfolio ManagerJan 2013 - Mar 2013GE Healthcare - Western United States (San Diego Home Based)Project ManagerMar 2011 - Dec 2012
Certifications:
PMP, Project Management Institute
ScrumMaster, Scrum Alliance

Terry Frazier Houston, TX

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentSystems ArchitectInformation Technology SpecialistSoftware DevelopersIT SpecialistLicensed Real Estate BrokerProperty ManagerReal Estate ManagerPartnerOwnerChief ExecutiveCounselorAdvisorNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorSoftware DeveloperFinancial ManagerConstructionBusiness ConsultantManagersTour GuideBachelor of ScienceBiotechnology ProfessionalBiologistBiological ScientistConsumer Goods ProfessionalCommodities ClerkLawyers

Experience & Education

Position:
Partner at Decca Real Estate LLC, Lead Consultant & Owner at Lakeside IT Consulting LLC,...
Title:
Business Process & Systems Architect
Location:
Houston, Texas Area
Industry:
Information Technology and Services
Work history:
Decca Real Estate LLC - Houston, Texas AreaPartnersince Jan 2013Lakeside IT Consulting LLC - Conroe TXLead Consultant & Ownersince Apr 2009
Skills:
SharePoint, BPMN, IDEF, Enterprise Architecture, Six Sigma, DMAIC, Business Analysis, Process...
Languages:
Spanish (not fluent)
Global Portfolio Manager at The Dow Chemical Company


Portfolio Managers near Thousand Oaks, CA03316629931,3241,655Los AngelesSanta MonicaVan NuysWoodland HillsCalabasasSanta ClaritaVenturaSimi ValleyNorthridgeMalibu



Portfolio Managers around Thousand Oaks, CA

Calabasas  (12)
Camarillo  (6)
Chatsworth  (3)
Los Angeles  (1,653)
Malibu  (6)
Moorpark  (3)
Northridge  (7)
Ojai  (1)
Oxnard  (3)
Simi Valley  (8)
Van Nuys  (32)
Ventura  (9)

Portfolio Managers in California

Sub-specializations

Portfolio Manager  (26)