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Portfolio Managers in Walnut Creek, CA

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45 results found

Mark Dossa Walnut Creek, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial 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

Chris West Walnut Creek, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSenior Vice PresidentVice PresidentChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorOperations ManagerDepartment SupervisorSupporting MemberTeam 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...

Joel Ergood Walnut Creek, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSenior ManagerProgram DirectorOperations ManagerFinancial ManagerAdvisor

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,...

Hubert White Walnut Creek, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerManagerVice PresidentSenior Vice PresidentOperations ManagerChief ExecutiveFinancial 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...

Patty Sul Walnut Creek, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial 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

Fidelia Johnson Walnut Creek, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCounselorAdvisorDirectorOperations ManagerFinancial Manager

Experience & Education

Work

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

Steve Lacour Walnut Creek, CA

Professions & Specialties

Financial ConsultantPortfolio ManagerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial 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

Sebastien Jungo Walnut Creek, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerChief Administrative OfficerChief ExecutiveFinancial Manager

Experience & Education

Work

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

Vittorio Fratta Walnut Creek, CA

Professions & Specialties

Portfolio ManagerEquity TraderInvestment AnalystPuchasing and Estimating ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinancial Manager

Experience & Education

Work

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

Lahcen Abidar Walnut Creek, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerFounderChief Investment OfficerFounding MemberChief ExecutiveManagement AnalystsPhysicianFinancial ManagerOperations ManagerPhilanthropeNon-ProfitMaster 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

Ceara Kennerly Concord, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerCommunity Association ManagerProperty ManagerReal Estate ManagerBoard MemberManagement Team ExecutiveOperations ManagerChief ExecutiveFinancial ManagerHuman Resources SpecialistRecruitmentRecords SupervisorAdministrative AssociateCoordinatorIndependent ContractorAnalystsRecords and Information ManagerRecords ClerkClerical SpecialistAdministrative ClerkManagersContractorCustomer ServiceClient Service OfficerIndependent 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

Cory Kamian Walnut Creek, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate Sales AgentReal Estate ManagerVice PresidentFinancial ManagerChief ExecutiveSupporting MemberTeam 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..

Daniel Saieh Walnut Creek, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerDirectorOperations ManagerFinancial ManagerResearch AssociateResearch SpecialistResearch ScientistAgentSales AgentSales RepresentativeBusiness 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,...

Fidelia Johnson Walnut Creek, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCounselorAdvisorProject ManagerBachelor of Business AdministrationOperations ManagerFinancial ManagerProject Managers

Experience & Education

Work

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

David Lau Walnut Creek, CA

Professions & Specialties

Credit Risk AnalystFinancial Center ManagerBankerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerUnderwriterBachelor of ScienceFinancial ManagerVice PresidentChief ExecutiveLoan AccountantProperty ManagerReal 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

Haseeb Javed Walnut Creek, CA

Professions & Specialties

Produce ManagerTechnology DirectorCo-FounderProduction ManagerTechnology ManagerTechnical ManagersFounderFounding MemberChief ExecutiveSoftware EngineerSoftware Developers

Experience & Education

Work

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

Ken Atkinson San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerChief Information OfficerChief Operating OfficerProgram DirectorPartnerOperations ManagerTechnology DirectorTechnology ManagerTechnical ManagersFinancial ManagerGeneral and Operations ManagerDirector of OperationsChief ExecutiveLeaderBusiness AdministratorSecurityRepresentativeSpeakerManagersSpokespersonSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeModelPromoterProject ManagersGovernment Service ExecutiveGovernment Administration OfficerCivil 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

John Furtado San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerBusiness AdministratorManager in TrainingSecurityManagersSenior Vice PresidentManagerOperations ManagerVice PresidentChief ExecutiveFinancial ManagerHospital Care ProfessionalHealth ProfessionalHealth PractitionerTechnical Support SpecialistSystems Support SpecialistSupport SpecialistsProject 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...

Mike Ashton San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial ManagerAnalystsTeam 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

Kyle Lewis San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerProgram AssociateSupporting MemberTeam MemberFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAgentSales RepresentativeProject ManagersFinancial 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,...

Joseph Thurakal San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentResearcherSurvey ResearcherCounselorAdvisorTeaching FellowTeaching AssistantFinancial ManagerMathematicsMathematicianEntrepreneurManagersCorporate ExecutiveChief ExecutiveMaster of ArtsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSoftware DeveloperSoftware 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,...

Mike Volberding San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentTreasurerFinancial ManagerFinancial OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing DirectorOperations ManagerChief ExecutiveFinancial AnalystSecurityCounselorAdvisorAnalystsCorrespondentReporterAgentSales RepresentativeModelMaster of Business AdministrationBachelor of ScienceHospital Care ProfessionalHealth ProfessionalHealth PractitionerSchool AdministratorEducational 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

John Hudson San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerReal Estate ManagerLicensed Real Estate BrokerProperty ManagerManagerFinancial ManagerOperations ManagerChief ExecutiveSoftware Developers

Experience & Education

Position:
Real Estate Portfolio Manager at Microsoft
Title:
Corporate Real Estate Manager
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Microsoft - SF Bay AreaReal Estate Portfolio Managersince Feb 2013AAA Insurance Exchange - Walnut Creek, CAWorkplace Strategy & Programs Manager2011 - 2012

Michael Tolaney Downey, CA

Professions & Specialties

Portfolio ManagerTraderInvestment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief Executive OfficerChief ExecutiveCorporate ExecutiveFinancial ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerResearch AnalystResearch AssistantResearcherSurvey ResearcherOperations ManagerFinancial OfficerAnalystsTeam MemberAccounting BookkeeperBookkeeper

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

Larry Haydon San Francisco, CA

Professions & Specialties

Portfolio ManagerFinancial ConsultantInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystAdvisorConstructionBusiness ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerChief Administrative OfficerPartnerChief ExecutiveFinancial ManagerOperations ManagerCertified Public AccountantAccounting BookkeeperBookkeeperSchool AdministratorEducational ManagerDepartment Store SalespersonRetail ProfessionalRetail SalespersonMarket AnalystMarket 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

Morgan Becker San Francisco, CA

Professions & Specialties

Financial ConsultantPortfolio ManagerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerSenior Vice PresidentManagerVice PresidentChief ExecutiveFinancial ManagerOperations ManagerMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

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®*

Ronald Hunt San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerChief Executive OfficerChairpersonFinancial ManagerCorporate ExecutiveChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

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

Corey Casilio San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFounderManagerFinancial ManagerFounding MemberChief ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

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...

Bruce Katz San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSenior Vice PresidentVice PresidentChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

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

David Hofmayer New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerProgram DirectorOperations ManagerFinancial ManagerMarketing ManagerSEO SpecialistWeb 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

Jonathan Sadowsky Santa Monica, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalResearcherSurvey ResearcherAnalystSecurityConstructionAnalystsChief Information OfficerManagerFinancial ManagerTechnology DirectorTechnology ManagerTechnical ManagersOperations ManagerModelSchool PrincipalSchool AdministratorEducational ManagerManagement AnalystsAccounting BookkeeperBookkeeper

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...

Jonathan Masse San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentChief Investment OfficerChairpersonManagement AnalystsChief ExecutiveModelVolunteerNon-ProfitFinancial ManagerInstructorPedagogueMaster of Business AdministrationMathematicsMathematicianFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProperty ManagerReal 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

James Moses San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerVice PresidentChief ExecutiveAgentSales RepresentativeOperations ManagerFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInformation Technology SpecialistIT SpecialistInternational 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

Lynne Vuskovic San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerManaging PartnerPartnerChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerRelationship ManagerAccount Service ManagerClient Service OfficerCustomer ServiceFinancial ManagerAnalysts

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..

John Pak San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerChief Executive OfficerCorporate ExecutiveChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerAnalysts

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..

Amy Howard San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerDirectorOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCompliance AgentCompliance OfficerFinancial ManagerSchool AdministratorEducational 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

Adam Booth San Francisco, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCo-OwnerOwnerChief ExecutiveFinancial ManagerMarketing ManagerInternet Marketing ManagerWeb MarketerState InspectorInspectorDepartment Store SalespersonRetail ProfessionalRetail 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

Elliot Misztal New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCredit AnalystLoan AccountantFinancial ManagerOperations ManagerInsurance ProfessionalUnderwriter

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

Nathalie Mache San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerProperty ManagerLicensed Real Estate BrokerReal Estate ManagerReal Estate Sales AgentFinancial ManagerPsychology 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

Tamra Green San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerAccount ManagerEditorPsychologistInformation Technology SpecialistIT SpecialistAdministrative ClerkClerical SpecialistFinancial ManagerPsychology 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

Mahary Kidane San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCounselorAdvisorFinancial ManagerAnalystsIndependent Business Owners

Experience & Education

Work

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

Meg Shaw San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerProject ManagerOwnerManagerProject ManagersChief ExecutiveOperations ManagerAdvertising ProfessionalAdvertising Sales AgentAnalystsFinancial ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerServices ProfessionalSales and Service SpecialistSales AgentSales 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

Robert Jarrett San Francisco, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerAppraiserEstimatorFinancial AnalystSupporting MemberTeam MemberFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperContractorOrderlyFinancial ManagerChief ExecutiveSales 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

Ryan Luna Los Angeles, CA

Professions & Specialties

Portfolio ManagerTraderInvestment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberMaster of Business AdministrationFinancial 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

James Cannariato Sacramento, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerAnalystAnalystsApprenticeOrganization ManagementRecruitmentCredit AnalystFinancial AnalystFinance and Accounting SpecialistLoan AccountantAccounting BookkeeperBookkeeperFounding MemberChief ExecutiveFinancial ManagerOperations ManagerStudent 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


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)