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Portfolio Managers in Michigan

Portfolio Managers in Traverse City, MI

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8 results found

Craig Rosenberg Traverse City, MI

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Financial Manager • Chief Executive • Advisor • Volunteer • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Portfolio Manager, First Vice President, Financial Advisor at Morgan Stanley
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
Morgan Stanley Portfolio Manager, First Vice President, Financial Advisorsince Apr 2010Stifel Nicolaus & Company, Inc. Vice President Investments2006 - 2010
Full Profile

Adam Beers Traverse City, MI

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Department Supervisor • Manager • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Managers • Medical Support Assistant • Health Support Worker • Healthcare Support

Experience & Education

Position:
Credit Department Supervisor at The Bank of Northern Michigan
Location:
Traverse City, Michigan
Industry:
Banking
Work history:
The Bank of Northern Michigan - Traverse City, MICredit Department Supervisorsince Sep 2008Fifth Third Bank - Traverse City, MICommercial Portfolio ManagerMay 2005 - Sep 2008
Full Profile

Kelly Schramski Traverse City, MI

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Representative • Financial Manager • Area Manager • Managers • Chairperson • Chief Executive • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Commercial Loan Portfolio Manager at Traverse City State Bank
Location:
Traverse City, Michigan
Industry:
Banking
Work history:
Traverse City State Bank Commercial Loan Portfolio Managersince Dec 2010Desert Schools Federal Credit Union Member Solutions RepresentativeOct 2009 - Oct 2010
Full Profile

Kevin Beaudoin Traverse City, MI

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Management Team Executive • Operations Manager • Analysts

Experience & Education

Position:
Portfolio Manager / Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Portfolio Manager / Financial Advisorsince Jun 2009Smith Barney Financial AdvisorJun 2003 - Jun 2009
Full Profile

Neil Vajda Traverse City, MI

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Financial Manager • Chief Executive

Experience & Education

Position:
VP / Portfolio Manager at Fifth Third Bancorp
Title:
Portfolio Manager at Fifth Third Bancorp
Location:
Traverse City, Michigan
Industry:
Banking
Work history:
Fifth Third Bancorp - Traverse City, MIVP / Portfolio Managersince Nov 2002
Full Profile

Autumn Soltysiak Traverse City, MI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Manager

Experience & Education

Work

Company:
Wells fargo advisors, llc
Certified financial planner
Company:
Wells fargo advisors, llc
Financial consultant
Full Profile

Michael Rhoads Traverse City, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Vice President • Marketing Manager • Chief Executive

Experience & Education

Position:
Financial Advisor Associate at J.P. Morgan Securities LLC
Title:
Financial Advisor Associate, J.P. Morgan Securities LLC
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
J.P. Morgan Securities LLC Financial Advisor Associatesince May 2013JPMorgan Chase Branch Manager, Vice PresidentSep 2011 - Apr 2013
Portfolio Manager at Key Private Bank
Full Profile

Matthew Desmond Traverse City, MI

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Co-Founder • Founder • Chief Executive • Founding Member • Operations Manager • Financial Manager • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Co-founder at Traverse Visual, Founder at Finance Outsource Associates LLC
Title:
Financial Management and start-up expertise
Location:
Traverse City, Michigan
Industry:
Management Consulting
Work history:
Traverse Visual - Traverse CityCo-foundersince 2012Finance Outsource Associates LLC Foundersince 2010
Portfolio Manager at Fifth Third Bank
Full Profile

Portfolio Managers near Traverse City, MI01BellaireGaylord


Portfolio Managers around Traverse City, MI

Bellaire  (1)
Gaylord  (1)

Portfolio Managers in Michigan

Sub-specializations

Portfolio Manager  (8)