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Portfolio Managers in Walnut Creek, CA

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44 results found

Mark Dossa Walnut Creek, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Portfolio Manager at Centara Capital Management, Portfolio Manager at Centara Capital Group, Inc.,...
Title:
Portfolio Manager at Centara Capital Management
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Centara Capital Management Portfolio Managersince Apr 2001Centara Capital Group, Inc. Portfolio Managersince 2001
Skills:
Financial Planning, Asset Management, Investment Advisory, Investments
Full Profile

Chris West Walnut Creek, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Operations Manager • Department Supervisor • Supporting Member • Team Member

Experience & Education

Position:
Senior Vice President - Investments at Wells Fargo Advisors, LLC
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Walnut Creek, CASenior Vice President - Investmentssince Mar 2011Merrill Lynch - Walnut Creek, CAInvestment Strategist / PIA Portfolio ManagerDec 2007 - Mar 2011
Skills:
Asset Allocation, Alternative Investments, Investment Strategies, Investment Management, Asset...
Full Profile

Joel Ergood Walnut Creek, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Senior Manager • Program Director • Operations Manager • Financial Manager • Advisor

Experience & Education

Work

Company:
Central garden and pet
Senior manager, program manager, special projects
Company:
Central garden and pet - Walnut Creek, CA
Senior manager, service delivery

Skills

Portfolio Management, Program Management, Project Management, Strategic and Tactical Planning,...
Full Profile

Hubert White Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Highmark capital management - San Francisco, CA
Senior fixed income funds manager, vice president
Company:
Mentor investment group - Richmond, VA
Portfolio manager, senior vice president

Skills

Portfolio Management, Investment Strategy, Fixed Income Trading, Credit Analysis, Security...
Full Profile

Patty Sul Walnut Creek, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
Regional Portfolio Manager at Sequoia Equities, Inc.
Location:
Walnut Creek, California
Industry:
Real Estate
Work history:
Sequoia Equities, Inc. - Walnut Creek, CARegional Portfolio Managersince Apr 2011Prometheus Real Estate Group - San MateoPortfolio ManagerOct 2003 - Mar 2011
Full Profile

Fidelia Johnson Walnut Creek, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Counselor • Advisor • Director • Operations Manager • Financial Manager

Experience & Education

Work

Company:
Svs group - wells fargo
Consultant
Company:
First data corporation - Walnut Creek, CA
Director of implementation - portfolio manager
Full Profile

Steve Lacour Walnut Creek, CA

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Associate Vice-President, Financial Advisor, Portfolio Manager at Morgan Stanley
Title:
Financial Advisor, Associate Vice-President, Portfolio Manager at Morgan Stanley Wealth Management
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Morgan Stanley Associate Vice-President, Financial Advisor, Portfolio Managersince Aug 1997
Full Profile

Sebastien Jungo Walnut Creek, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Administrative Officer • Chief Executive • Financial Manager

Experience & Education

Work

Company:
Evam - Lausanne, VD
Financial assistance specialist
Company:
Evam - Lausanne, VD
Healthcare portfolio manager
Full Profile

Vittorio Fratta Walnut Creek, CA

Professions & Specialties

Portfolio Manager • Equity Trader • Investment Analyst • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager

Experience & Education

Work

Company:
Icc capital management - Orlando, FL
Vice president & portfolio manager
Company:
Icc capital management - Orlando, FL
Equity trader
Full Profile

Lahcen Abidar Walnut Creek, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Founder • Chief Investment Officer • Founding Member • Chief Executive • Management Analysts • Physician • Financial Manager • Operations Manager • Philanthrope • Non-Profit • Master of Business Administration

Experience & Education

Position:
Business Development / Executive & Physician Recruiting at Registry of Physician Specialists
Location:
Walnut Creek, California
Industry:
Staffing and Recruiting
Work history:
Registry of Physician Specialists - Walnut Creek, CABusiness Development / Executive & Physician Recruitingsince Jan 2012Abidar Capital Management Founder/Chief Investment OfficerJan 2009 - Dec 2011
Languages:
Arabic, French
Portfolio Manager at Just Plans Etc
Full Profile

Ceara Kennerly Concord, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Community Association Manager • Property Manager • Real Estate Manager • Board Member • Management Team Executive • Operations Manager • Chief Executive • Financial Manager • Human Resources Specialist • Recruitment • Records Supervisor • Administrative Associate • Coordinator • Independent Contractor • Analysts • Records and Information Manager • Records Clerk • Clerical Specialist • Administrative Clerk • Managers • Contractor • Customer Service • Client Service Officer • Independent Business Owners

Experience & Education

Position:
Real estate assistant at Kennedy Wilson
Title:
Real Estate Assistant
Location:
Concord, California
Industry:
Real Estate
Work history:
Kennedy Wilson Real estate assistantsince Jun 2013Bay Area Property Services - Walnut Creek, CACertified Community Association ManagerDec 2010 - Mar 2013
Full Profile

Cory Kamian Walnut Creek, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Sales Agent • Real Estate Manager • Vice President • Financial Manager • Chief Executive • Supporting Member • Team Member

Experience & Education

Position:
Property Mangement/Leasing at Currently looking for a Property Management Position
Title:
Currently Looking
Location:
Walnut Creek, California
Industry:
Real Estate
Work history:
Currently looking for a Property Management Position - East BayProperty Mangement/Leasingsince Jun 2013Sares-Regis Group - Bay AreaProperty ManagerAug 2012 - Jun 2013
Skills:
Lease Administration, Property Management, Leases, Disposition
Portfolio Manager at Grubb & Ellis Management Serv..
Full Profile

Daniel Saieh Walnut Creek, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Director • Operations Manager • Financial Manager • Research Associate • Research Specialist • Research Scientist • Agent • Sales Agent • Sales Representative • Business Administrator

Experience & Education

Work

Company:
Blackrock - San Francisco, CA
Director, head of product management
Company:
Blackrock - San Francisco, CA
Director, institutional business latin america

Skills

Sales, product development, management, client relationship, backoffice, portfolio management,...
Full Profile

Fidelia Johnson Walnut Creek, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Counselor • Advisor • Project Manager • Bachelor of Business Administration • Operations Manager • Financial Manager • Project Managers

Experience & Education

Work

Company:
Svs group - wells fargo
Consultant
Company:
Svs group - wells fargo -
Consultant
Full Profile

David Lau Walnut Creek, CA

Professions & Specialties

Credit Risk Analyst • Financial Center Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Underwriter • Bachelor of Science • Financial Manager • Vice President • Chief Executive • Loan Accountant • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
Wells fargo bank
Private / business sba loan underwriter iv
Company:
Blackhawk network, a subsidiary of safeway inc - Pleasanton, CA
Credit risk analyst
Full Profile

Haseeb Javed Walnut Creek, CA

Professions & Specialties

Produce Manager • Technology Director • Co-Founder • Production Manager • Technology Manager • Technical Managers • Founder • Founding Member • Chief Executive • Software Engineer • Software Developers

Experience & Education

Work

Company:
Medmonk
Product manager
Company:
Registry love - Cupertino, CA
Cto, co-founder
Full Profile

Ken Atkinson San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Information Officer • Chief Operating Officer • Program Director • Partner • Operations Manager • Technology Director • Technology Manager • Technical Managers • Financial Manager • General and Operations Manager • Director of Operations • Chief Executive • Leader • Business Administrator • Security • Representative • Speaker • Managers • Spokesperson • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Model • Promoter • Project Managers • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
IT Business Management Services Executive at AAA Northern California, Nevada & Utah Insurance...
Title:
Senior Business Technology Executive | High Performance Leader
Location:
San Francisco Bay Area
Industry:
Management Consulting
Work history:
AAA Northern California, Nevada & Utah Insurance Exchange - Walnut Creek, CAIT Business Management Services Executivesince Nov 2010AAA Northern California, Nevada & Utah Insurance Exchange - San Francisco Bay AreaPortfolio ManagerDec 2002 - Nov 2010
Skills:
Project Governance, Portfolio Management, Program Management, Business Analysis, PCI DSS, Demand...
Languages:
English, Afrikaans
Full Profile

John Furtado San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Business Administrator • Manager in Training • Security • Managers • Senior Vice President • Manager • Operations Manager • Vice President • Chief Executive • Financial Manager • Hospital Care Professional • Health Professional • Health Practitioner • Technical Support Specialist • Systems Support Specialist • Support Specialists • Project Managers

Experience & Education

Position:
BMO - chief of Staff at Kaiser Permanente, Senior Vice President at John joined Bank of America
Title:
Business Management Office - Chief of Staff at Kaiser Permanente
Location:
San Francisco Bay Area
Industry:
Hospital & Health Care
Work history:
Kaiser Permanente - Walnut Creek, caBMO - chief of Staffsince Sep 2012John joined Bank of America Senior Vice Presidentsince Apr 1982
Skills:
Project Management, Program Management, Team Management, Facilities, Large Group Facilitation, MS...
Full Profile

Mike Ashton San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Analysts • Team Member

Experience & Education

Position:
Portfolio Manager at Pacific View Asset Management
Location:
San Francisco, California
Industry:
Investment Management
Work history:
Pacific View Asset Management - San Francisco Bay AreaPortfolio Managersince Jun 2013Insight Capital Research & Management, Inc. - Walnut Creek, CAPortfolio ManagerApr 2009 - Jun 2013
Full Profile

Kyle Lewis San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Program Associate • Supporting Member • Team Member • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Project Managers • Financial Manager

Experience & Education

Position:
Associate - Credit Managemnt Training Program at Wells Fargo
Title:
Wells Fargo Credit Management Training Program Associate
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Wells Fargo - San Francisco, CAAssociate - Credit Managemnt Training Programsince Feb 2013Wells Fargo - Walnut Creek, CAFinancial AnalystSep 2010 - Feb 2013
Skills:
Portfolio Management, Credit, Underwriting, Credit Analysis, Commercial Real Estate Analysis,...
Full Profile

Joseph Thurakal San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Researcher • Survey Researcher • Counselor • Advisor • Teaching Fellow • Teaching Assistant • Financial Manager • Mathematics • Mathematician • Entrepreneur • Managers • Corporate Executive • Chief Executive • Master of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Software Developer • Software Developers

Experience & Education

Position:
Senior Portfolio Manager at Sandor Straus Family Office
Title:
Graduate Student Researcher and Consultant
Location:
San Francisco Bay Area
Industry:
Research
Work history:
Sandor Straus Family Office - Walnut Creek, CASenior Portfolio Managersince Jun 2011University of California, Berkeley - Berkeley, CAGraduate Student InstructorAug 2010 - May 2013
Skills:
Matlab, Data Analysis, Hedge Funds, Mathematica, Teaching, Physics, Electrochemistry, Investments,...
Full Profile

Mike Volberding San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Treasurer • Financial Manager • Financial Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Director • Operations Manager • Chief Executive • Financial Analyst • Security • Counselor • Advisor • Analysts • Correspondent • Reporter • Agent • Sales Representative • Model • Master of Business Administration • Bachelor of Science • Hospital Care Professional • Health Professional • Health Practitioner • School Administrator • Educational Manager

Experience & Education

Position:
. at John Muir Health
Title:
Portfolio Manager & Treasurer
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
John Muir Health - Walnut Creek, CA.since May 2012Santa Barbara Tax Products Group TreasurerJan 2010 - Apr 2011
Full Profile

Michael Tolaney Downey, CA

Professions & Specialties

Portfolio Manager • Trader • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Research Analyst • Research Assistant • Researcher • Survey Researcher • Operations Manager • Financial Officer • Analysts • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
PRESIDENT & CEO at ALPHA ENERGY INC.
Location:
United States
Industry:
Oil & Energy
Work history:
ALPHA ENERGY INC. - DOWNEY, CAPRESIDENT & CEOsince Apr 2011MMT INVESTMENTS - Walnut Creek, CATrader & Portfolio ManagerDec 2008 - Dec 2010
Languages:
English, Spanish, Hindi
Full Profile

Larry Haydon San Francisco, CA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Advisor • Construction • Business Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Administrative Officer • Partner • Chief Executive • Financial Manager • Operations Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • School Administrator • Educational Manager • Department Store Salesperson • Retail Professional • Retail Salesperson • Market Analyst • Market Research Analyst

Experience & Education

Position:
Business Advisor/Property Asset, Portfolio & Development Mgr at Philip Wood/Ten Speed...
Title:
Trusted Advisor to High Wealth Individuals & Family Business Offices - Trusts, Estates & Commercial Real Estate
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Philip Wood/Ten Speed Press/Philip Wood Administrative Trust - Berkeley, CABusiness Advisor/Property Asset, Portfolio & Development Mgrsince 1991Trove, LLC - Berkeley, CAPartner and Business Manager2006 - 2011
Full Profile

Morgan Becker San Francisco, CA

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Senior Vice President • Manager • Vice President • Chief Executive • Financial Manager • Operations Manager • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President, Financial Advisor, Portfolio Manager at Morgan Stanley
Title:
Senior Vice President | Financial Advisor | CIMA®* at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley - Walnut Creek, CASenior Vice President, Financial Advisor, Portfolio Managersince Mar 2000Paine Webber Financial Advisor1998 - 2000
Certifications:
Certified Investment Management Analyst ®* (CIMA®*), Investment Management Consultants Association®*
Full Profile

Ronald Hunt San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Executive Officer • Chairperson • Financial Manager • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director at CONCERT Wealth Management Inc, President at Hunt Wealth Management, SENIOR...
Title:
SENIOR PORTFOLIO MANAGER at HUNT WEALTH MANAGEMENT
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
CONCERT Wealth Management Inc - Walnut CreekManaging Directorsince Apr 2009Hunt Wealth Management - Walnut Creek, CAPresidentsince Apr 2009
Full Profile

Corey Casilio San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Founder/Portfolio Manager at Casilio Leitch Investments
Title:
Founder & Portfolio Manager | Casilio Leitch Investments, A Private Wealth Management Company corey.casilio@clpwm.com
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Casilio Leitch Investments - 100 Pringle Ave. Suite 415 Walnut Creek Ca 94596Founder/Portfolio Managersince Sep 2011
Skills:
Portfolio Management, Investments, Asset Managment, Bloomberg, Alternative Investments, Asset...
Full Profile

Bruce Katz San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President, Senior Portfolio Manager at RBC Wealth Management
Title:
Senior Vice President, Senior Portfolio Manager at RBC Wealth Management, Bay Area Wealth Management
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
RBC Wealth Management - Walnut Creek, CASenior Vice President, Senior Portfolio Managersince Jun 2009UBS Financial Services - Walnut Creek, CASenior Vice President, Senior Portfolio ManagerApr 2003 - Jun 2009
Full Profile

David Hofmayer New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Program Director • Operations Manager • Financial Manager • Marketing Manager • SEO Specialist • Web Marketer

Experience & Education

Position:
Assistant to the Pro Bono and Legal Directors at New York Lawyers for the Public Interest
Location:
New York, New York
Industry:
Legal Services
Work history:
New York Lawyers for the Public Interest - New York, NYAssistant to the Pro Bono and Legal Directorssince Nov 2011U.S. Communities - Walnut Creek, CAProgram ManagerJun 2008 - Sep 2011
Skills:
Email Marketing, SEO, Research, Legal Writing, Analysis
Full Profile

Jonathan Sadowsky Santa Monica, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Researcher • Survey Researcher • Analyst • Security • Construction • Analysts • Chief Information Officer • Manager • Financial Manager • Technology Director • Technology Manager • Technical Managers • Operations Manager • Model • School Principal • School Administrator • Educational Manager • Management Analysts • Accounting Bookkeeper • Bookkeeper

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...
Full Profile

Jonathan Masse San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Investment Officer • Chairperson • Management Analysts • Chief Executive • Model • Volunteer • Non-Profit • Financial Manager • Instructor • Pedagogue • Master of Business Administration • Mathematics • Mathematician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Chief Investment Officer at WaveFront Capital Management, Professional Model at Boom Talent Agency, ...
Title:
Chief Investment Officer at WaveFront Capital
Location:
San Francisco Bay Area
Industry:
Media Production
Work history:
WaveFront Capital Management - San Francisco, CAChief Investment Officersince Jun 2013Boom Talent Agency - National & RegionalProfessional Modelsince May 2012
Senior Portfolio Manager at Baochuan Capital Management
Full Profile

James Moses San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Chief Executive • Agent • Sales Representative • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist • International Affairs

Experience & Education

Position:
Real Estate Counsel at PMI Mortgage Insurance Co.
Title:
Real Estate Professional
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
PMI Mortgage Insurance Co. - Walnut Creek, CAReal Estate Counselsince Jun 2011McMorgan & Company - San Francisco Bay AreaVice President of Asset Management2007 - 2008
International portfolio manager at US Department of State
Full Profile

Lynne Vuskovic San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Managing Partner • Partner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Financial Manager • Analysts

Experience & Education

Position:
Managing Partner at Surry Hills Partners
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Surry Hills Partners - Danville, CAManaging Partnersince May 2013First Republic Bank - Walnut Creek, CASenior Relationship ManagerApr 2012 - Apr 2013
Skills:
Contract Negotiation, Appraisals, Construction Loans, Portfolio Management, Loans, Underwriting,...
Assistant Portfolio Manager at GE Capital Investment Advisor..
Full Profile

John Pak San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Analysts

Experience & Education

Position:
Managing Director at Edge Wealth Management
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Edge Wealth Management Managing Directorsince Nov 2009Black Pearl Asset Management CEOJun 2002 - Nov 2009
Senior Portfolio Manager and Securities Analyst at Turner..
Full Profile

Amy Howard San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Compliance Agent • Compliance Officer • Financial Manager • School Administrator • Educational Manager

Experience & Education

Position:
Director of Compliance/Agency Supervisory Officer at MassMutual San Francisco
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
MassMutual San Francisco - Walnut Creek, CADirector of Compliance/Agency Supervisory Officersince Jan 2007John Hancock Financial Network Agency Compliance SpecialistNov 2003 - Jan 2007
Skills:
Securities, FINRA, Series 7, Fixed Annuities, Series 24
Portfolio Manager at Mellon Bank
Full Profile

Adam Booth San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Co-Owner • Owner • Chief Executive • Financial Manager • Marketing Manager • Internet Marketing Manager • Web Marketer • State Inspector • Inspector • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Fixed Income Trader at Wells Capital Management
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Wells Capital Management - Walnut Creek, CAFixed Income Tradersince Jan 2013Keystone Merchant Solutions LLC - Philadelphia, PACo-OwnerOct 2010 - Dec 2012
Skills:
Equities
Portfolio Manager at First New York Securities
Full Profile

Elliot Misztal New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Credit Analyst • Loan Accountant • Financial Manager • Operations Manager • Insurance Professional • Underwriter

Experience & Education

Position:
Commercial Portfolio Manager - Regional Banking at TD
Title:
Commercial Portfolio Manager at TD
Location:
Greater New York City Area
Industry:
Banking
Work history:
TD - New York, NYCommercial Portfolio Manager - Regional Bankingsince Nov 2012TD Bank Group - Greater New York City AreaSenior Credit Analyst - TD WealthJun 2011 - Nov 2012
Full Profile

Nathalie Mache San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Property Manager • Licensed Real Estate Broker • Real Estate Manager • Real Estate Sales Agent • Financial Manager • Psychology Specialist

Experience & Education

Title:
Property Manager
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Equity Office Properties - San Jose, CAProperty ManagerAug 2010 - Oct 2012Cushman & Wakefield - San Leandro, CAPortfolio ManagerAug 2008 - Sep 2009
Full Profile

Tamra Green San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Account Manager • Editor • Psychologist • Information Technology Specialist • IT Specialist • Administrative Clerk • Clerical Specialist • Financial Manager • Psychology Specialist

Experience & Education

Position:
Client Account Manager at Algentis
Location:
San Francisco Bay Area
Industry:
Writing and Editing
Work history:
Algentis - Walnut Creek, CAClient Account Managersince Apr 2012DealBase.com - Dealbase.comEditorAug 2008 - Apr 2012
Full Profile

Mahary Kidane San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Counselor • Advisor • Financial Manager • Analysts • Independent Business Owners

Experience & Education

Work

Company:
Wells fargo bank
Strategic programs portfolio manager
Company:
Wells fargo bank - San Francisco, CA
E-business consultant
Full Profile

Meg Shaw San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Project Manager • Owner • Manager • Project Managers • Chief Executive • Operations Manager • Advertising Professional • Advertising Sales Agent • Analysts • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Owner at Meg Shaw Co.
Title:
Independent Event Producer & Project Manager
Location:
San Francisco Bay Area
Industry:
Marketing and Advertising
Work history:
Meg Shaw Co. - San Francisco Bay AreaOwnersince Dec 2012Skadaddle Media - Sausalito, CAManager of Client Services, Event & Experiential ProducerOct 2008 - Dec 2012
Assistant Portfolio Manager
Full Profile

Robert Jarrett San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Appraiser • Estimator • Financial Analyst • Supporting Member • Team Member • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Contractor • Orderly • Financial Manager • Chief Executive • Sales Representative

Experience & Education

Position:
Associate at Mountain View Vintners, Inc, Associate at Bullion One, Independent Business Appraiser...
Title:
Independent Business Appraiser / Derivatives Trader at Robert Jarrett
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Mountain View Vintners, Inc - San Rafael, CaAssociatesince May 2012Bullion One - Walnut Creek, CaAssociatesince Sep 2011
Portfolio Manager at St
Full Profile

Ryan Luna Los Angeles, CA

Professions & Specialties

Portfolio Manager • Trader • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Master of Business Administration • Financial Manager

Experience & Education

Position:
Portfolio Analytics Associate at Nuveen Asset Management
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Nuveen Asset Management - Santa Barbara, California AreaPortfolio Analytics Associatesince Jul 2013Tradewinds Global Investors - Los Angeles, CAInstitutional Portfolio Management Associate, AVPDec 2007 - Jul 2013
Languages:
Spanish
Full Profile

James Cannariato Sacramento, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Analyst • Analysts • Apprentice • Organization Management • Recruitment • Credit Analyst • Financial Analyst • Finance and Accounting Specialist • Loan Accountant • Accounting Bookkeeper • Bookkeeper • Founding Member • Chief Executive • Financial Manager • Operations Manager • Student Worker

Experience & Education

Position:
Credit Products Analyst at Bank of America
Location:
Sacramento, California
Industry:
Banking
Work history:
Bank of America - Sacramento, California AreaCredit Products Analystsince May 2013Wells Fargo CSSROct 2012 - May 2013
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Portfolio Managers near Walnut Creek, CA01734516885OaklandPleasantonSan RamonBerkeleyDanvilleConcordHaywardSan LeandroAlamedaOrinda


Portfolio Managers around Walnut Creek, CA

Alameda  (6)
Alamo  (2)
Benicia  (4)
Berkeley  (21)
Clayton  (1)
Concord  (12)
Danville  (13)
Hayward  (9)
Lafayette  (4)
Oakland  (82)
Orinda  (4)
Pinole  (1)
Pleasanton  (37)
Richmond  (4)
Rodeo  (1)
San Leandro  (7)
San Ramon  (32)
Union City  (1)

Portfolio Managers in California

Sub-specializations

Portfolio Manager  (45)