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Portfolio Managers in Florida

Portfolio Managers in West Palm Beach, FL

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244 results found

Dean Phillips West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Senior Vice President • Vice President • Co-Founder • Chief Executive • Financial Manager • Founder • Founding Member • Project Managers • Investor • Project Manager • Owner • Sales Manager • Operations Manager • Non-Profit • Air Transportation Worker • Client Development Manager • Managers • Master of Business Administration • Bachelor of Arts • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper • Sales Representative

Experience & Education

Position:
Senior Vice President, Sales-Southeastern U.S. and Texas (All Channels) at Access Distribution...
Title:
Senior Vice President - Non-Traditional & 40-Act Alternative Investment Mutual Funds - Access Distribution Partners, LLC
Location:
Palm Beach Gardens, Florida
Industry:
Investment Management
Work history:
Access Distribution Partners, LLC - Palm Beach Gardens, FLSenior Vice President, Sales-Southeastern U.S. and Texas (All Channels)since Mar 2013Del Rey Global Investors, LLC - Los Angeles, CA and Palm Beach, FL- National CoverageVice President-National Sales & MarketingDec 2011 - Mar 2013
Skills:
Series 7, Philanthropy, Hedge Funds, Insurance, Training & Development, Trade Shows, Stocks,...
Certifications:
FINRA Series 6
FINRA Series 7
Full Profile

Craig Vosburgh West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Portfolio Manager, Advanced Public Safety, a Trimble Company
Location:
West Palm Beach, Florida Area
Industry:
Internet
Skills:
Segmentation, Product Marketing, Product Management, SaaS, Strategy, Strategic Partnerships,...
Full Profile

Jackie Taylor West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Software Tester • Computer Software Professional • Computer Specialist • Software Developers • Manager • Produce Manager • Operations Manager • Production Manager • Financial Manager • Information Technology Specialist • IT Specialist • Vice President • Chief Executive • Supporting Member • Managers • Analysts • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Automotive Specialist • Automotive Professional • Technical Communicator • Author • Compliance Engineer • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
QA Analyst (contract position) at ParTech, Inc.
Title:
QA Analyst at ParTech, Inc.
Location:
West Palm Beach, Florida Area
Industry:
Computer Software
Work history:
ParTech, Inc. QA Analyst (contract position)since May 2013Reverse Mortgage Solutions, Inc. QA Analyst (contract position)Aug 2012 - Apr 2013
Certifications:
Certificate of Completion of Introduction to CMMI for Services - 1.3, Oppenheimer Partners, LLC
Certificate of Completion of Development Supplement for CMMI for Services - 1.3, Oppenheimer Partners, LLC
Full Profile

Cari Contant West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Personal Secretary • Office Assistant • Office Clerk • Clerical Specialist • Chairperson • Marketing Director • Financial Manager • Chief Executive • Entertainment Professional • Entertainer • Certified Nurse Aide • Secretary • Nurse • Nurse Practitioner

Experience & Education

Location:
West Palm Beach, Florida Area
Industry:
Venture Capital & Private Equity
Work history:
XL Sports Management Personal AssistantJan 2009 - Feb 2010XL Sports Marketing Personal Assistant & Marketing Director2000 - 2009
Skills:
Our team at XL Sports Management specialize in:, NFL Representation, Financial Planning, Sports...
Full Profile

Daniel Polizzi West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Project Manager • Project Administrator • Managers • Senior Manager • Senior Project Manager • Financial Manager • Project Managers • Operations Manager • Business Consultant • Advisor • Analysts • Mathematics • Mathematician • Accounting Bookkeeper • Bookkeeper • Computer Specialist • Sales Representative

Experience & Education

Position:
Senior Project Administrator at Rust Consulting
Title:
Project Portfolio Manager and Project Manager Development
Location:
West Palm Beach, Florida Area
Industry:
Legal Services
Work history:
Rust Consulting - Palm Beach Gardens, FLSenior Project Administratorsince Jul 2010Garden City Group - Melville, NYSenior Project Manager, East Coast OperationsJan 2006 - Jul 2010
Skills:
Securities, Equities, Class Actions, Series 7, Portfolio Management, Asset Managment, Risk...
Languages:
English, Italian
Full Profile

Gail Nicolaisen Jupiter, FL

Professions & Specialties

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

Experience & Education

Title:
Financial Professional
Location:
Jupiter, Florida
Industry:
Accounting
Work history:
ProFinancial Services Corporation - Boca Raton, FLAccountantDec 2008 - Apr 2010Morgan Stanley - Boca Raton, FLPortfolio ManagerMar 2005 - May 2008
Full Profile

Eric Iii West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Senior Portfolio Manager at Morgan Stanley Smith Barney
Location:
West Palm Beach, Florida Area
Industry:
Investment Management
Full Profile

Greg Newman West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Bookkeeper

Experience & Education

Position:
Portfolio Manager at Northern Trust Global Investments, Sr. Portfolio Manager at Northern Trust
Title:
Portfolio Manager at Northern Trust Global Investments
Location:
West Palm Beach, Florida Area
Industry:
Investment Management
Work history:
Northern Trust Global Investments Portfolio Managersince Aug 2007Northern Trust Sr. Portfolio Managersince 1997
Full Profile

Patrick Nolan West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Customer Service • Client Service Officer • Financial Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Portfolio Manager for Capital Structure Opportunities Fund LP at Penn Capital Management
Title:
Portfolio Manager
Location:
West Palm Beach, Florida Area
Industry:
Investment Management
Work history:
Penn Capital Management - West Palm Beach, Florida Area, Philadelphia, PAPortfolio Manager for Capital Structure Opportunities Fund LPsince Mar 2008Raymond James Equity Products AnalystApr 2006 - Mar 2008
Full Profile

Carlos Herrero West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Master of Science • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member

Experience & Education

Position:
Portfolio Manager at Esko, Inc.
Location:
West Palm Beach, Florida Area
Industry:
Investment Management
Work history:
Esko, Inc. Portfolio Managersince Mar 2010Alfred I. duPont Testamentary Trust Investment AnalystMay 2006 - Apr 2010
Full Profile

Daniel Notkin West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Dividend Clerk • Investment Analyst • Puchasing and Estimating Manager • Securities Clerk • Brokerage Clerk • Vice President • Chief Information Officer • Chief Executive • Financial Manager • Technology Director • Technology Manager • Technical Managers • Coordinator • Managers • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
David Lerner Associates, Inc Vice President of Clearance & IT Systems CoordinatorApr 1995 - Nov 2009
Full Profile

Bernadette Djamin West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Trust Officer
Location:
West Palm Beach, Florida Area
Industry:
Investment Management
Work history:
Cypress Trust Company - Palm Beach FLTrust OfficerAug 2005 - Aug 2011Colonial Bank Trust AssistantJan 2003 - Aug 2003
Full Profile

David Wisehaupt West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Brand Planner • Brand Representative • Diver

Experience & Education

Position:
Managing Director at HighTower
Title:
Private Wealth Management, Asset Management,
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
HighTower Managing Directorsince Dec 2008Merrill Lynch FVP, Portfolio Manager PIA ProgramAug 1982 - Dec 2008
Skills:
Investment Banking, Investments, Series 7, Alternative Investments, Hedge Funds, Asset Managment,...
Full Profile

Bill Key West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Physical Trading Mgr at FPL Energy Power Marketing, West Portfolio Manager at Florida Power &...
Title:
Physical Trading Mgr at FPL Energy Power Marketing
Location:
West Palm Beach, Florida Area
Industry:
Oil & Energy
Work history:
FPL Energy Power Marketing Physical Trading MgrFlorida Power & Light West Portfolio Managersince 2007
Full Profile

Keith Dubauskas West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager • Non-Profit • Operations Manager • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President - Investments at Raymond James Financial Inc.
Location:
West Palm Beach, Florida Area
Industry:
Investment Management
Work history:
Raymond James Financial Inc. - West Palm Beach, Florida AreaFirst Vice President - Investmentssince Apr 2013BMO Private Bank - West Palm Beach, Florida AreaSenior Portfolio Manager2008 - 2013
Full Profile

Jeffrey Pupo Boca Raton, FL

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager - PMP UBS Financial Services at UBS Financial Services
Title:
Portfolio Manager - UBS Financial Services
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
UBS Financial Services - Boca Raton, FLPortfolio Manager - PMP UBS Financial Servicessince May 2002Quick & Reilly - Pam Beach, FLFinancial AdvisorJan 2000 - May 2002
Languages:
English, Spanish
Full Profile

Matthew Luciano West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Psychologist • Real Estate Manager • Psychology Specialist

Experience & Education

Work

Company:
Meyers associates, lp
Institutional sales
Company:
Bank of america, inc - New York, NY
Portfolio manager - fund of funds
Full Profile

David Gardner West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Area Sales Manager • Supplier • Regional Sales Consultant • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Spokesperson • Representative • Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Area Sales Manager at Coastal Wine and Spirits
Title:
Area Sales Manager at Coastal Wine & Spirits
Location:
West Palm Beach, Florida Area
Industry:
Wine and Spirits
Work history:
Coastal Wine and Spirits - Tequesta to Boynton BeachArea Sales Managersince Jul 2004William Thies and Sons On Premise ManagerJan 2000 - Jun 2004
Skills:
Alcoholic Beverages, Hospitality, Marketing, Budgets, Beverage Industry, Wine, Sales, Wine Tasting, ...
Full Profile

Evan Arrizza West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Shop Manager • Financial Manager • Sales Manager • Logistician • Manager • Operations Manager

Experience & Education

Position:
Portfolio Manager at Ocwen Financial Corporation
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
Ocwen Financial Corporation Portfolio Managersince Feb 2012Jos. A Bank - Wellington, FLStore ManagerApr 2011 - Feb 2012
Full Profile

Sebastian Leburn West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Investment Officer • Chairperson • Management Analysts • Financial Manager • Chief Executive • Construction

Experience & Education

Position:
Chief Investment Officer at Weiss Capital Management, Portfolio Manager at Weiss Capital Management
Location:
West Palm Beach, Florida Area
Industry:
Investment Management
Work history:
Weiss Capital Management Chief Investment Officersince Oct 2006Weiss Capital Management Portfolio Managersince 2001
Skills:
Value Investing, Portfolio Management, Asset Allocation, Equity Research & Analysis, Fundamental &...
Full Profile

Marilou Brown West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Portfolio Manager at TD Bank USA
Location:
West Palm Beach, Florida Area
Industry:
Banking
Work history:
TD Bank USA Portfolio Manager
Full Profile

Jonathan Carr West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Portfolio Manager at Motorola
Location:
West Palm Beach, Florida Area
Industry:
Telecommunications
Work history:
Motorola Portfolio Manager
Full Profile

Stacey Stark West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Trader • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Financial Manager • Operations Manager • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Portfolio Manager at Stark Financial Advisers, Inc, Fixed Income Trader at R.M. Stark & Co., Inc
Title:
at Stark Financial Advisers, Inc
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
Stark Financial Advisers, Inc Portfolio Managersince Sep 2007R.M. Stark & Co., Inc Fixed Income Tradersince Nov 1999
Full Profile

Jonaca Carr West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Portfolio Manager at Motorola
Location:
West Palm Beach, Florida Area
Industry:
Telecommunications
Work history:
Motorola Portfolio Manager
Full Profile

Leslie Horenburger West Palm Beach, FL

Professions & Specialties

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

Experience & Education

Title:
Real Estate Professional
Location:
West Palm Beach, Florida Area
Industry:
Real Estate
Work history:
Associated Estates Realty Corp Senior Portfolio ManagerJun 1998 - Nov 2010MIG Realty Advisors, Inc. Senior Portfolio ManagerMay 1988 - Jun 1998
Full Profile

Michael Chren West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Sr. Portfolio Manager at Fidelity Management & Research Co.
Location:
West Palm Beach, Florida Area
Industry:
Investment Management
Work history:
Fidelity Management & Research Co. Sr. Portfolio Manager
Full Profile

Eric Applewhite West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Senior Portfolio Manager at Smith Barney
Location:
West Palm Beach, Florida Area
Industry:
Investment Management
Work history:
Smith Barney Senior Portfolio Manager
Full Profile

Anthony Comorat West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Director • Manager • Operations Manager • Financial Manager • Non-Profit

Experience & Education

Position:
Wealth Management Director at Sabadell Bank and Trust
Title:
Wealth Management Director at Sabadell Bank & Trust
Location:
Palm Beach Gardens, Florida
Industry:
Investment Management
Work history:
Sabadell Bank and Trust - North Palm BeachWealth Management Directorsince Sep 2007Harris Private Bank Senior Portfolio ManagerMar 2004 - Oct 2007
Skills:
High Net Worth Individuals, Wealth Management, Investments, Mortgage, Investment Strategies,...
Full Profile

Wei Feng West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Researcher • Survey Researcher • Financial Manager

Experience & Education

Position:
Researcher at JWH Investment Management Inc., researcher at John W. Henry & Co
Title:
at
Location:
West Palm Beach, Florida Area
Industry:
Investment Management
Work history:
JWH Investment Management Inc. Researchersince Apr 2007John W. Henry & Co Researchersince Nov 2002
Skills:
Quantitative Analytics
Full Profile

Nicholas White West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Property Manager • Licensed Real Estate Broker • Real Estate Manager • Real Estate Sales Agent • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Analyst • Analysts • Financial Manager

Experience & Education

Position:
Portfolio Manager at Lost Tree Village Corporation
Title:
Property Manager at Lost Tree Village Corporation
Location:
West Palm Beach, Florida Area
Industry:
Real Estate
Work history:
Lost Tree Village Corporation - West Palm Beach, Florida AreaPortfolio Managersince Dec 2012R.J. Finlay & Co. - Singer Island, FloridaProperty Manager & Real Estate AnalystJan 2011 - Dec 2012
Full Profile

Matthew Hornick West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Portfolio Manager at Tempest Associates
Location:
West Palm Beach, Florida Area
Industry:
Airlines/Aviation
Work history:
Tempest Associates Portfolio Manager
Full Profile

Michelle Sias West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Director • Director • Financial Officer • Financial Manager • Operations Manager • Community Service Manager • Recognition • Government Administration Professional • Chief Executive • Financial Analyst • Physical Therapists

Experience & Education

Position:
Assistant Finance Director at City of West Palm Beach
Title:
Assistant Director of Finance - City of West Palm Beach
Location:
West Palm Beach, Florida Area
Industry:
Government Administration
Work history:
City of West Palm Beach - West Palm Beach, Florida AreaAssistant Finance Directorsince Jan 2012Riverside National Bank Portfolio ManagerMar 2009 - 2011
Full Profile

Mark Ibrahim-Ibrahim West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Program Director • Vice President • Operations Manager • Chief Executive • Financial Manager • Senior Advisor • Advisor • Construction Specialist • Construction Laborer • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President/ Project portfolio Manager at Bank of America
Title:
Project Portfolio Management-- Senior Program Manager,PMO, Relationship Management, Leadership, Delivery--Mark@MNIB.com
Location:
West Palm Beach, Florida Area
Industry:
Banking
Work history:
Bank of America - Miami/Fort Lauderdale AreaVice President/ Project portfolio Managersince Mar 2003MNI Consulting - Greater Boston AreaProgram ManagerOct 2001 - Dec 2002
Full Profile

Keith Dedrick West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Credit Analyst • Financial Analyst • Finance and Accounting Specialist • Loan Accountant • Accounting Bookkeeper • Bookkeeper • Underwriter • Registered Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Bachelor of Business Administration • Team Member • Construction Specialist • Construction Laborer

Experience & Education

Position:
Vice President / Commercial Portfolio Manager at Fifth Third Bank
Location:
West Palm Beach, Florida Area
Industry:
Banking
Work history:
Fifth Third Bank - Boca Raton, FLVice President / Commercial Portfolio Managersince Feb 2011Ocean Bank Vice President / Senior Credit OfficerJul 2008 - Feb 2011
Skills:
Credit Analysis, Credit Risk, Portfolio Management, Commercial Lending, Commercial Banking
Full Profile

William Kemble West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Portfolio Manager at Carl Domino Inc
Location:
West Palm Beach, Florida Area
Industry:
Investment Management
Full Profile

Michael Herzberg West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Manager • Deputy Director • Financial Manager • Operations Manager • Deputy Manager • Chief Executive • Guide • Advisor • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor/Portfolio Manager/CRPC® at Morgan Stanley
Title:
Financial Advsior, Portfolio Manager at Morgan Stanley
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley - Boca RatonFinancial Advisor/Portfolio Manager/CRPC®since Jan 2013Oppenheimer & Co, Inc Associate Director/Financial Advisor/Portfolio ManagerApr 2009 - Jan 2013
Full Profile

Long Trieu West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Investor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Analysts • Project Managers • Master of Science • Research Assistant • Researcher • Survey Researcher • Property Manager • Real Estate Manager

Experience & Education

Position:
Value Investor, Portfolio Manager at Cherry Asset Management, Investor at Private
Title:
Investor
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
Cherry Asset Management Value Investor, Portfolio Managersince Jan 2011Private Investorsince Sep 2009
Skills:
Value Investing, Portfolio Management, Equities, Equity Valuation, Wealth Management, Valuation,...
Full Profile

Chris Morgan West Palm Beach, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, Senior Portfolio Manager, Kakoyannis-Morgan Wealth Management at UBS Financial...
Title:
Vice President-Wealth Management, Senior Portfolio Manager at UBS Financial Services Inc.
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc - at UBS Financial Services IncFinancial Advisor, Senior Portfolio Manager, Kakoyannis-Morgan Wealth Managementsince 2009Smith Barney Second Vice-President, Financial Planning Specialist, the Kakoyannis-Morgan Group2000 - 2009
Full Profile

Corey Tiller West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Construction • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Student Worker • Recruitment

Experience & Education

Position:
Equity Portfolio Manager at Northern Trust
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
Northern Trust - West Palm Beach, FloridaEquity Portfolio Managersince May 2013Northern Trust - West Palm Beach, Florida AreaInvestment Performance ConsultantAug 2012 - May 2013
Skills:
Excel, Investments, Financial Analysis, Process Improvement, Advent, Portfolio Management,...
Certifications:
2013 Level III CFA Candidate, CFA Institute
Full Profile

Susan Hefley West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Project Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Marketing Director • Project Managers • Financial Manager • Chief Executive • Sales Executive • Commodities Clerk • Marketing Manager • Sales Manager • Operations Manager • Psychology Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Property Administrator at Cushman & Wakefield
Title:
Seasoned Commercial Real Estate Management Professional
Location:
West Palm Beach, Florida Area
Industry:
Real Estate
Work history:
Cushman & Wakefield - Palm Beach Gardens, FLProperty AdministratorASI Building Products - Tampa, FLDirector of Marketing2005 - 2008
Skills:
Public Relations, Account Management, Marketing Management, Property Management, Executive...
Certifications:
Real Estate Sales Associate, Florida
Desktop Publishing, University of South Florida
Full Profile

Scott Alef West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Technician • Apprentice • Technical Specialist • Technical Support Specialists • Sewer • Government Administration Professional • Community Service Manager • Financial Manager • Student Worker • Stocker • Stock Clerk • Supervisors • Independent Business Owners

Experience & Education

Position:
GPS Technician at City of West Palm Beach
Title:
Master of Urban and Regional Planning Student - University of Florida
Location:
West Palm Beach, Florida Area
Industry:
Government Administration
Work history:
City of West Palm Beach GPS Techniciansince Jan 2013City of West Palm Beach Sustainability InternAug 2011 - Jan 2013
Full Profile

Adam Del Vecchio West Palm Beach, FL

Professions & Specialties

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

Experience & Education

Position:
Commercial Portfolio Manager at Ocwen Financial Corporation
Title:
Loss Mitigation Account Executive at Ocwen Financial Corporation
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
Ocwen Financial Corporation Commercial Portfolio Managersince Sep 2010IMPAC Wholesale Account ExecutiveJan 2003 - Jan 2007
Skills:
Commercial Lending, Loans, Loss Mitigation, Mortgage Servicing, Portfolio Management
Full Profile

Anthony Enlow Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Owner • Financial Manager • Chief Executive • Founding Member • Video Editor

Experience & Education

Position:
Portfolio Manager at Property Obsessed, LLC
Location:
Palm Beach, Florida
Industry:
Investment Management
Work history:
Property Obsessed, LLC - Hypoluxo Island, FloridaPortfolio Managersince Aug 2012PopQuiz LLC - West Palm Beach, FLSandwich ArtistJan 2005 - Nov 2011
Full Profile

Jeff Tart West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Advisor • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Medical Support Assistant • Health Support Worker • Healthcare Support • Property Manager • Real Estate Manager

Experience & Education

Position:
VP - Client Advisor at Seaside National Bank & Trust
Location:
Palm Beach Gardens, Florida
Industry:
Banking
Work history:
Seaside National Bank & Trust - Palm Beach Gardens, FloridaVP - Client Advisorsince Jan 2012TD Bank VP - Commercial Loan Portfolio ManagerJun 2008 - Jan 2012
Full Profile

Kim Mcgill West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Property Manager • Real Estate Manager • Interpreter • Assistant Vice President • Financial Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Language Specialist

Experience & Education

Title:
Global Asset Manager
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
Union Bank of Switzerland - Geneva, SwitzerlandGlobal portfolio manager of discretionary private client accountsJan 1984 - Sep 1988
Full Profile

Reefa Priolo Jupiter, FL

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager/Senior Short Sale Negotiator - Southeastern Division at MitigationPros, LLC.
Location:
Jupiter, Florida
Industry:
Real Estate
Work history:
MitigationPros, LLC. - FloridaPortfolio Manager/Senior Short Sale Negotiator - Southeastern Divisionsince May 2013Turco Legal - Palm Beach Gardens, FLShort Sale SpecialistMay 2012 - May 2013
Languages:
Basic French
Full Profile

Melissa Gannon West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Financial Manager • Chief Executive • Operations Manager • Business Administrator • Analysts • Technical Specialist • Technical Support Specialists • Advisor

Experience & Education

Position:
Portfolio Manager at Acamar Global Investments
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
Acamar Global Investments - Jupiter, FLPortfolio Managersince Jan 2013Weiss Ratings LLC - Jupiter, FLVice PresidentJul 1991 - Jan 2013
Certifications:
Series 65, Uniform Investment Adviser Law Examination, FINRA
Full Profile

Mark Smith West Palm Beach, FL

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 - Wealth Management at UBS Financial Services
Title:
Senior Vice President - Wealth Management at UBS Financial Services, Portfolio Manager
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
UBS Financial Services Senior Vice President - Wealth Managementsince Jun 1998
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Diana Halley West Palm Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Manager • Financial Manager • Chief Executive • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction

Experience & Education

Title:
Experienced Banking & RE Portfolio Manager
Location:
West Palm Beach, Florida Area
Industry:
Real Estate
Work history:
KeyBank VP, Regional Servicing ManagerFeb 2005 - Nov 2008SunTrust Bank FVP, RE Credit Admin Officer2003 - Feb 2005
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Tommy Toth-Jr West Palm Beach, FL

Professions & Specialties

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

Experience & Education

Title:
Vice President, Portfolio Manager III
Location:
West Palm Beach, Florida Area
Industry:
Banking
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