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Portfolio Managers in Wisconsin

Portfolio Managers in Waukesha, WI

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Here is a complete list of nearly every local Portfolio Managers in Waukesha, WI.

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11 results found

Dillon Essma Milwaukee, WI

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Financial Manager • Management Team Executive • Operations Manager • Office Clerk • Clerical Specialist • Survey Researcher

Experience & Education

Position:
Equity Analyst at Nicholas Company, Inc./Nicholas Funds
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Nicholas Company, Inc./Nicholas Funds - Greater Milwaukee AreaEquity Analystsince Jun 2013Milwaukee Growth Fund, University of Wisconsin Endowment - Greater Milwaukee AreaPortfolio Manager/Equity AnalystMay 2012 - May 2013
Languages:
English
Full Profile

Ali Garba Milwaukee, WI

Professions & Specialties

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

Experience & Education

Position:
First Vice President - Wealth Management, Portfolio Manager, & Finacial Advisor at Morgan...
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Waukesha, WIFirst Vice President - Wealth Management, Portfolio Manager, & Finacial Advisorsince Aug 2012
Skills:
Investments, Financial Advisory, Retirement Planning, Series 7, Investment Advisory, Securities,...
Full Profile

Dan Maring Waukesha, WI

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Business Leader • Chief Executive • Financial Manager • Region Manager • Sales Manager • Business Administrator • Area Manager • Managers • Master of Business Administration • Bachelor of Science • Sales Representative

Experience & Education

Work

Company:
Novartis pharmaceuticals corporation
Senior area business leader
Company:
Novartis pharmaceuticals corporation - Evanston, IL
Senior portfolio manager

Skills

Sales leadership, Buy and Bill Reimbursement, Acute Care IV experience
Full Profile

Joshua Jang Milwaukee, WI

Professions & Specialties

Investment Banking Analyst • Banker • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Apprentice • Student Worker • Business Administrator • Financial Manager • Operations Manager

Experience & Education

Position:
Investment Banking Analyst at Promontory Point Capital
Location:
Milwaukee, Wisconsin
Industry:
Investment Banking
Work history:
Promontory Point Capital - Milwaukee, WIInvestment Banking Analystsince Jan 2013Russell Investments - Milwaukee, WIPrivate Client Service InternMay 2012 - Jun 2013
Worked alongside Fixed Income Portfolio Manager
Full Profile

Marylou Schirpke Milwaukee, WI

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President-Commercial Banking at Associated Bank
Location:
Greater Milwaukee Area
Industry:
Banking
Work history:
Associated Bank - Waukesha, WIVice President-Commercial Bankingsince Mar 2011M&I Bank (now known as BMO Harris Bank) Vice President, Business BankingSep 2006 - Feb 2011
Underwriter and Portfolio Manager for Middle Market Lending Group
Full Profile

Howard Samsky Waukesha, WI

Professions & Specialties

Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager

Experience & Education

Work

Company:
Summary
Professional
Company:
Cnac finance - Brookfield, WI
Collection manager
Full Profile

Edward Sullivan Waukesha, WI

Professions & Specialties

Mortgage Specialist • Loan Officers • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Counselor • Advisor • Bachelor of Science • Chief Executive • Operations Manager • Marketing Manager • Financial Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Work

Company:
Wilde chrysler jeep dodge subaru
New car sales /leasing consultant
Company:
First wisconsin financial - Oconomowoc, WI
Mortgage specialist
Full Profile

David Fedorchak Waukesha, WI

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Distribution Manager • Logistics Manager • Logistician • Director of Operations • Financial Manager • Operations Manager • Superintendent • Supervisor • Managers • Employee Relations Specialist • Labor Relations Specialist • Supervisors

Experience & Education

Work

Company:
Caterpillar inc
Logistics & distribution manager
Company:
Caterpillar inc - East Peoria, IL
Logistics manager
Full Profile

Linda Casey Milwaukee, WI

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Relationship Manager • Account Service Manager • Client Service Officer • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Automotive Specialist • Automotive Professional • Customer Service • Financial Manager

Experience & Education

Position:
Sr. Commercial Sales & Service Specialist at Associated Bank
Location:
Greater Milwaukee Area
Industry:
Banking
Work history:
Associated Bank - Waukesha, WISr. Commercial Sales & Service Specialistsince Jul 2011Town Bank Credit ServicesDec 2007 - Jun 2011
Full Profile

Steven Kaufman New York, NY

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Director • Senior Vice President • Operations Manager • Vice President • Chief Executive • Leader • Managers • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Accounts Receivable • School Principal • School Administrator • Educational Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • Project Managers • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer • Medical Practice Professional • Medical Practitioner • Automotive Professional

Experience & Education

Position:
Director, Corporate Business Development at Counsel RB Capital, LLC
Location:
Greater New York City Area
Industry:
Real Estate
Work history:
Counsel RB Capital, LLC Director, Corporate Business Developmentsince Jan 2011Lance LLC Senior Vice President & PrincipalSep 2008 - Dec 2010
Skills:
Portfolio Management, Strategic Partnerships, Redevelopment, Real Estate, Disposition, Due...
Languages:
Spanish
Certifications:
CCIM - Certified Commercial Investment Member, CCIM Institute
Six Sigma Green Belt, General Electric Company
Portfolio Manager
Full Profile

Anuj Patel Chicago, IL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • SharePoint Administrator • Information Technology Specialist • Network Systems Administrator • Computer Network Professional • Network Administrator • IT Specialist • Counselor • Advisor • Financial Manager • Software Developers • User Interface Designer • Computer Scientists • Business Consultant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
IT Sr. Portfolio Manager - Operations/SharePoint at Aon Hewitt, Independent SharePoint Consultant...
Title:
IT Portfolio Manager, SharePoint Consultant
Location:
Greater Chicago Area
Industry:
Information Technology and Services
Work history:
Aon Hewitt - Lincolnshire, ILIT Sr. Portfolio Manager - Operations/SharePointsince Jan 2011AP Infotek (apinfotek.com) - Greater Chicago AreaIndependent SharePoint Consultantsince Apr 2009
Skills:
SharePoint, Business Analysis, Visio, SDLC, InfoPath, Microsoft SQL Server, IT Strategy, Agile...
Certifications:
Microsoft Certified in Advanced Solutions of SharePoint Server 2013
Microsoft Certified in Core Solutions of SharePoint Server 2013
Full Profile

Portfolio Managers near Waukesha, WI092184276368460MilwaukeeBrookfieldRacineMenomonee FallsThiensvilleSturtevantPewaukeeDelafieldFranksvilleOak Creek


Portfolio Managers around Waukesha, WI

Brookfield  (18)
Cudahy  (1)
Delafield  (2)
Elm Grove  (1)
Franksville  (2)
Milwaukee  (459)
Muskego  (1)
Oak Creek  (2)
Pewaukee  (3)
Racine  (7)
Sturtevant  (4)
Thiensville  (4)
Waterford  (1)

Portfolio Managers in Wisconsin

Sub-specializations

Portfolio Manager  (11)