Top Portfolio Analysts in Greater Boston Area

Imran Qazi
Campaign Analytics Manager - Cards US
Greater Boston Area
Campaign Analytics Manager - Cards US
Marketing Consultant
VP, Director - Direct Marketing
Business Analyst Intern
Portfolio Analyst - Merchant Acquiring
Pricing Manager
VP, Product Marketing Consumer & Home Lending
Acquisition Manager - Cards US
Analytics Manager - Cards US
Babson College - Franklin W. Olin Graduate School of Business
Sardar Patel College of Engineering, Mumbai
S.I.E.S, Mumbai
Recommendations: 8
Competitive Analysis
Strategy
Portfolio Management
Market Research
Marketing
Management
Product Marketing
Entrepreneurship
Ryan Welch
Senior Vice President - Director of Wholesale Distribution
Greater Boston Area
Senior Vice President - Director of Wholesale Distribution
Senior Regional Vice President - Wholesale Distribution
Regional Vice President - Wholesale Distribution
Internal Consultant/ETF Consultant
Sr. Regional Sales Representative
Portfolio Analyst
University of New Hampshire -- Peter T. Paul College of Business and Economics
Recommendations: 2
Separately Managed Accounts
Investment Strategies
Financial Advisory
Series 7
Mutual Funds
ETFs
Series 63
Investments
Joel Rubiera
Executive Manager
Greater Boston Area
Executive Manager
Broker / Owner
Sr. Account Executive
Account Executive
Business Development
User Services/SMB sales
Real Estate Agent
Banker II
Co-op - Front-End Compliance
Investment Club Portfolio Analyst
internship- Head of Finance
University of Massachusetts Boston
The Goethe University Frankfurt
Recommendations: 2
conflict resolution
Relationship Development
Project Implementation
Real Estate
Banking
Customer Relations
Investments
Sales Management
Michael CPCU
Senior Data Scientist / Consultant (GAMMA)
Greater Boston Area
Senior Data Scientist / Consultant (GAMMA)
Summer Intern
Portfolio Analyst
Reporting & Analytics Manager
Financial Management Leadership Development Program
Product Manager, Small Commercial Catastrophe Strategy and Analysis
Manager, Field Management Finance
VP Distribution Platform Product & Strategy
Lead Data Scientist / Project Leader (GAMMA)
Manager, Knowledge Team Decision Support
Business Analyst MBA Intern
Sr. Product Analyst, Personal Markets, State Management
VP Agency Engagement
Harvard University
University of Rochester - Simon Business School
University of Rochester
Recommendations: 2
Financial Reporting
Financial Analysis
SOX
Budget Analysis
Corporate Finance
Process Improvement
SEC reporting
Financial Modeling
Joe Giordano
Sales Director
Greater Boston Area
Sales Director
Sr. Enterprise Account Executive
Enterprise Sales Director
Enterprise Account Director
Regional Sales Manager
Senior Account Manager
Account Executive
Account Executive / Internet Recruitment Consultant
Account Executive
Corporate Sales Representative
Portfolio Analyst and Leasing Consultant
Salem State College
Recommendations: 2
Salesforce.com
Solution Selling
Lead Generation
SaaS
Account Management
Enterprise Software
Sales Process
New Business Development
Pete Mason
U.S. EAST | LATAM Enterprise Sales Manager
Greater Boston Area
U.S. EAST | LATAM Enterprise Sales Manager
Enterprise Account Executive
Enterprise Business Development Representative
District Manager
Inside Sales Representative/International Channel Specialist
Senior Portfolio Analyst
Trading Analyst
Senior Securities Lending Associate
Securities Lending Associate
Providence College
South Kent School
Recommendations: 2
Investments
Fixed Income
Portfolio Management
Analysis
Management
Banking
Sales
Securities
Jason Edinger, CFA
Senior Research Analyst
Greater Boston Area
Senior Research Analyst
Co-Treasurer
Research Analyst
Portfolio Analyst
Financial Analyst
Cavalry Officer - Captain
Syracuse University - Martin J. Whitman School of Management
Cheyenne Mountain High School
Recommendations: 2
Portfolio Management
Financial Analysis
Bloomberg
Asset Management
Hedge Funds
Capital Markets
Corporate Finance
Options
Yadong Luo
Quantitative Portfolio Analyst
Greater Boston Area
Quantitative Portfolio Analyst
Recommendations: 1
Fixed Income
Rates
FX
Derivatives
Financial Modeling
Monte Carlo Simulation
Valuation
Portfolio Management
Grant Wilson
Senior Associate- Portfolio Analyst
Greater Boston Area
Senior Associate- Portfolio Analyst
Senior Portfolio Administrator II- Team lead
Portfolio Administrator
Financial Analyst
Consultant/ Data Analyst
University of New Hampshire -- Peter T. Paul College of Business and Economics
Austin Preparatory Highschool
Recommendations: 1
Financial Analysis
Financial Modeling
Microsoft Excel
Valuation
Investments
Credit Analysis
Banking
Credit
Xiaorui PhD
Innovation Intern
Greater Boston Area
Innovation Intern
Translational and Clinical Portfolio Analyst
Postdoctoral Scholar
Chapter correspondent, OBR-LA
PhD in Neuroscience
Keck Graduate Institute
University of Southern California
Shanghai Jiao Tong University
Recommendations: 1
Neuroscience
Two-photon Microscopy
in Vivo Electrophysiology
Optogenetics
Research
Hearing
Assay Development
Electrophysiology
Krista Duval
Consultant
Greater Boston Area
Consultant
Portfolio Analyst
Trust Associate
Client Services Associate
Sales Intern
Fairfield University
Fairfield University
Recommendations: 0
Insurance
Business Development
Financial Services
Sales
Portfolio Management
Financial Analysis
Investments
Microsoft Excel
David Rittner, CFA
Fixed Income Portfolio Analyst
Greater Boston Area
Fixed Income Portfolio Analyst
Associate
Summer Analyst
University of Pennsylvania - The Wharton School
Recommendations: 0
John Goheen
Portfolio Analyst - Emerging Markets and Multi Sector
Greater Boston Area
Portfolio Analyst - Emerging Markets and Multi Sector
Assistant Risk Analyst - Platform & Risk Reporting
Assistant Risk Analyst - Asset Liability Management
Intern: Asset Liability Management
First Mate
St. Lawrence University
Recommendations: 0
BlackRock Aladdin
Business Objects
Microsoft Excel
Microsoft Office
Financial Risk
ALM
Data Analysis
Financial Analysis
Jocelyn Mahoney
Associate Portfolio Analyst
Greater Boston Area
Associate Portfolio Analyst
Principal Staffing Consultant
Director, Talent Acquisition
Recruiting Associate
Northeastern University
University of Massachusetts Boston
Recommendations: 0
Financial Services
College Recruiting
Applicant Tracking Systems
Onboarding
Financial Analysis
Mutual Funds
Talent Acquisition
Recruiting
Richard Fontes, CFA
Client Advocacy Analyst
Greater Boston Area
Client Advocacy Analyst
Investment Reporting Analyst
Industry Analyst
Portfolio Analyst
Trust Accountant
Junior Analyst
Merrimack College
Recommendations: 0
Financial Analysis
Financial Modeling
Asset Allocation
Market Research
Market Analysis
Industry Analysis
Industry Research
Broadband Networks
Brittany Zarozny
Senior Portfolio Analyst
Greater Boston Area
Senior Portfolio Analyst
Investment Specialist
Student
Undergraduate Intern- Wealth Management Sales
Hostess
Academic Consultant
Camp Counselor
Cashier/Waitress
Bryant University
Westborough High School
Recommendations: 0
Microsoft Excel
Microsoft Word
Microsoft Office
PowerPoint
Alisyn Hoole, CAIA
Manager, Global Business Development
Greater Boston Area
Manager, Global Business Development
Client Service Assistant Manager
Research Analyst - Hedge Funds
Portfolio Analyst
Bentley College
Regent's College - European Business School, London, England
Recommendations: 0
Alternative Investments
Seamus Dromey, CFA
Team Leader, Portfolio Analysis and Construction
Greater Boston Area
Team Leader, Portfolio Analysis and Construction
Portfolio Analyst
Portfolio Associate
Systems Analyst
Technical Intern
Brandeis International Business School
University College Cork
Recommendations: 0
Bill Ogrodnick
Global Industry Analyst - Oil Service and E&C
Greater Boston Area
Global Industry Analyst - Oil Service and E&C
Global Industry Analyst - International Multi-Industry Industrials
Global Industry Analyst - Intern, Australian Non-Bank Financials
Portfolio Analyst - Healthcare Fund
Analyst - Healthcare Services
Investment Banking Analyst - Global Consumer Group
Wharton School, University of Pennsylvania
Wharton School, University of Pennsylvania
Concord Academy
Recommendations: 0
Factset
Equity Research
Bloomberg
Hedge Funds
Equities
Healthcare
Energy
Industrial Sector
Mark Lacana
Chief Revenue Officer
Greater Boston Area
Chief Revenue Officer
Vice President of Sales
Head of Global Sales
Portfolio Analyst
Client Service Analyst
Bentley University
Recommendations: 0
Asset Management
Corporate Finance
Portfolio Management
Investor Relations
Alternative Investments
Business Intelligence
Investments
Sales
Joseph Hogan, CFA
Investment Associate: High Yield
Greater Boston Area
Investment Associate: High Yield
Fixed Income Trader
Fixed Income Associate Portfolio Analyst
Retirement Investment Associate
College of the Holy Cross
Wyoming Seminary Preparatory School
Recommendations: 0
Fixed Income
Bonds
Trading
Derivatives
Interest Rate Derivatives
Portfolio Management
Asset Management
Capital Markets
Michael Kellar
Engagement Manager, Analytics
Greater Boston Area
Engagement Manager, Analytics
Customer Portfolio Analyst
Data Research Analyst
Group Sales Intern
Colby College
The Field School
Recommendations: 0
Data Analysis
Analytics
Predictive Analytics
Business Intelligence
Business Strategy
Microsoft Excel
Research
Salesforce.com
Carlos Shigueta
Director, Manager Research & Selection
Greater Boston Area
Director, Manager Research & Selection
Director of Alternative Investments
Senior Portfolio Analyst
Senior Portfolio Analyst
Pace University
Recommendations: 0
Alternative Investments
Hedge Funds
Asset Allocation
Fixed Income
Portfolio Management
Fund Of Funds
Investment Management
Due Diligence
Phuc Vinh
Asset Allocation
Greater Boston Area
Asset Allocation
Head of Alpha Research & Senior Portfolio Manager
Hedge Fund Manager
Quantitative Analyst
Senior Portfolio Analyst
Carleton College
Recommendations: 0
Portfolio Management
Hedge Funds
Asset Allocation
Strategy
Equities
Financial Advisory
Institutional Investments
Mutual Funds
Mark Tryder
Vice President
Greater Boston Area
Vice President
Portfolio Analyst
Assistant Controller
Senior Accountant
Senior Accountant
Boston College - Wallace E. Carroll Graduate School of Management
Providence College
Xaverian Brothers High School
Recommendations: 0
ARGUS
Excel
Yardi
Financial Analysis
Due Diligence
Financial Modeling
Asset Managment
Real Estate Economics
Mark Cochrane
Asset Manager
Greater Boston Area
Asset Manager
Lead Underwriting Analyst
Portfolio Analyst
Portfolio Coordinator
Human Resource Intern
Financial Programs Intern
Executive Reporting Team Summer Intern
Senior Portfolio Analyst
University of New Hampshire
Boston University
Recommendations: 0
Microsoft Excel
Financial Analysis
Finance
PowerPoint
Market Research
Microsoft Word
Real Estate
Asset Management
Christopher Grogan
Portfolio Analyst
Greater Boston Area
Portfolio Analyst
Financial Planning Analyst
Registered Sales Assistant
Client Services Associate
Corporate Finance Intern
Level III Candidate in the CFA Program
College for Financial Planning
Gordon College
Recommendations: 0
Diane CFA
Partner, Director - Global Relationship Management
Greater Boston Area
Partner, Director - Global Relationship Management
Fixed Income Portfolio Analyst
Chair, Board of Governors
Charterholder
Board Of Directors
Director Product Management - Fixed Income
Partner, Senior Vice President, Director of Fixed Income
Institutional Marketing
Board Member, Vice Chair
Member Board of Directors, Chair of Compensation Committee
Fellow - Advanced Leadership Initiative
Harvard University, Fellow Advanced Leadership Initiative
Wheaton College (MA)
Recommendations: 0
Hedge Funds
Fixed Income
Equities
Bloomberg
Asset Managment
Portfolio Management
Wealth Management
Asset Management
Andy Huntoon
Vice President & Director - Acquisitions
Greater Boston Area
Vice President & Director - Acquisitions
Acquisition Associate
Senior Acquisitions Analyst
Senior Portfolio Analyst
Executive Director
Second Officer
Boston College - Wallace E. Carroll Graduate School of Management
Massachusetts Maritime Academy
Recommendations: 0
Commercial Real Estate
Commercial Real Estate Acquisition
Mergers & Acquisitions
Underwriting
Contract Negotiation
Financial Analysis
Portfolio Management
Asset Management
Derrick Williams
Senior Portfolio Associate | Consultant Relations
Greater Boston Area
Senior Portfolio Associate | Consultant Relations
Portfolio Associate | Sales & Global Distribution
Portfolio Analyst
Client Operations Associate II
Community Relations Intern
Wesleyan University
Brockton High School
Recommendations: 0
Kristin Polito
Adjunct Professor of Management
Greater Boston Area
Adjunct Professor of Management
Senior Associate Director, Graduate Admissions
Adjunct Faculty - Management and Finance
Director, Executive MBA Program and Associate Director, Institute for Executive Education
Corporate Research Manager
Corporate Policy Analyst
Corporate Governance Analyst
Portfolio Analyst
Suffolk University
Suffolk University, Applied Legal Studies
Arizona State University
Recommendations: 0
Project Management
Marketing Strategy
Management
Budgets
Market Research
Public Speaking
Competitive Analysis
Social Media
Sean Wan
Portfolio Analyst / Trader
Greater Boston Area
Portfolio Analyst / Trader
Interest Rates & FX Structuring
Investment Banking Summer Analyst
Trading Assistant
New York University - Leonard N. Stern School of Business
NYU in Shanghai
Elgin High School
Recommendations: 0
Fixed Income
Rates
FX
Commodities
Interest Rate Derivatives
Equity Derivatives
Derivatives
Options
Roman Beylin
Sector Specialist - Global Mega Cap Stock Research Group
Greater Boston Area
Sector Specialist - Global Mega Cap Stock Research Group
Vice President - Institutional Equity Sales
Institutional Sales & Strategy - Alternative Data
Associate Portfolio Analyst
Bentley University
StartUp Institute
Lincoln-Sudbury Regional High School
Recommendations: 0
Equity Research
Equities
Bloomberg
Mutual Funds
Industry Analysis
Market Research
Competitive Analysis
Asset Allocation
Roberto Iriti
Account Manager/Project Manager
Greater Boston Area
Account Manager/Project Manager
Portfolio Accountant
Restaurant Manager
Portfolio Analyst
Research Intern
Babson College
Noble & Greenough
Fessenden School
Recommendations: 0
Strategic Planning
Business Strategy
Financial Analysis
Business Process
Account Management
Business Intelligence
Taylor Feery
Portfolio Analyst
Greater Boston Area
Portfolio Analyst
HR Wealth Management
Human Resource Intern
Financial Advisor Intern
Recruiting Consultant
Bentley University
Rouen Business School
Recommendations: 0
Ross Furner
Director, Partner Distribution
Greater Boston Area
Director, Partner Distribution
Assistant Director, Partner Distribution
Manager, Field Operations
Manager, Product Management Development Program
Product Analyst / Senior Product Analyst
Associate Portfolio Analyst / Portfolio Analyst
Portfolio Strategy Intern
Boston University Questrom School of Business
Penn State University
Recommendations: 0
Insurance
Underwriting
Property & Casualty...
Business Analysis
Analytics
Process Improvement
Data Analysis
Competitive Analysis
Conor O'Rourke
Investment Product Manager
Greater Boston Area
Investment Product Manager
Portfolio Analyst
Portables Product Design Intern
Cell Technology/Energy Storage System R&D Intern
Cell Technology/Energy Storage System R&D Intern
Intern: Geotechnical/Tunneling Division
Intern: Geotechnical/Tunneling Division
Massachusetts Institute of Technology
Recommendations: 0
Engineering
Manufacturing
Matlab
Solidworks
VBA
Trading
Portfolio Management
Risk Management
Jonathan Edwards
AVP Consulting & Advisory Services
Greater Boston Area
AVP Consulting & Advisory Services
Manager, Healthcare Mangement Consulting Practice
Portfolio Analyst
Colgate University
Recommendations: 0
Management Consulting
Business Analysis
Business Process...
Data Analysis
Healthcare
Medicare
Health Insurance
Healthcare Management
Timothy Rheaume, CFA
Regional Director - Fiduciary Services
Greater Boston Area
Regional Director - Fiduciary Services
Investment Consultant - Institutional Services
Portfolio Analyst
Investment Performance Junior Analyst
Corporate Finance Intern - Expense Sourcing and Services
Internship
University of New Hampshire -- Peter T. Paul College of Business and Economics
Richmond, the American International University
Merrimack Valley High School
Recommendations: 0
Alternative Investments
Series 7
Mutual Funds
Bloomberg
Investments
Asset Allocation
Equities
Asset Managment
Michael Cavallaro, CFA
Fixed Income Portfolio Analyst
Greater Boston Area
Fixed Income Portfolio Analyst
Portfolio Analytics Specialist
Portfolio Manager Assistant
Performance & Analytics Coordinator
Boston College - Carroll School of Management
Providence College
John Cabot University
Recommendations: 0
Bloomberg
Mutual Funds
Derivatives
Bonds
Swaps
Fixed Income
Financial Modeling
Alternative Investments
Brendan Landers
Manager, Asset Management Services
Greater Boston Area
Manager, Asset Management Services
Regional Finance Specialist
Portfolio Analyst
Financial Analyst
Credit and Collections Analyst
Bentley University
University of Rhode Island
Worcester Academy
Recommendations: 0
Finance
Financial Analysis
Portfolio Management
Sales
Process Improvement
Salesforce.com
Account Management
Business Analysis
Matt Quinlan
Portfolio Analyst
Greater Boston Area
Portfolio Analyst
Client Analyst
Intern
Boston College - Wallace E. Carroll Graduate School of Management
St. Lawrence University
Hingham High School
Recommendations: 0
Wealth Management
Series 63
401k
Financial Services
Retirement
Strategic Financial Planning
Portfolio Management
Wealth Management Services
Igor Gershenson
Marketing Analytics Manager
Greater Boston Area
Marketing Analytics Manager
Marketing & Distribution Analytics Manager
Program Financial Analyst
Supervising Portfolio Analyst
Financial Analyst-Summer Intern
Contracting Analyst
Yale University - Yale School of Management
Clark University
Worcester Academy
Recommendations: 0
Market Research
Marketing Analytics
Financial Analysis
Commercial Insurance
Property & Casualty Insurance
Risk Management
Data Analysis
Financial Modeling
Brenden Younger
Senior Business Systems Analyst
Greater Boston Area
Senior Business Systems Analyst
Business Analyst
Portfolio Analyst
Server
University of Massachusetts Dartmouth
University of Massachusetts Boston
Recommendations: 0
Process Improvement
Analysis
Systems Analysis
Business Analysis
Management
Program Management
Personnel Management
Microsoft Office
Boris Bark
Portfolio Analyst
Greater Boston Area
Portfolio Analyst
Investment Research Analyst
Private Wealth Management Intern
Boston College
Boston Latin School
Recommendations: 0
Series 7
Investments
Series 63
Bloomberg Terminal
401k
Investment Strategies
Retirement
Retirement Planning
Jessica Brenek
Portfolio Analyst, Global Bond Team
Greater Boston Area
Portfolio Analyst, Global Bond Team
Performance Analyst II
Performance Analyst
Intern Consultant
Finance Intern
Research Assistant
Assistant
Department Tutor and Grader
Editor
Brandeis International Business School
Wellesley College
ESSEC Business School
Recommendations: 0
SPSS
Stata
Financial Modeling
David Keddy
Senior Portfolio Analyst
Greater Boston Area
Senior Portfolio Analyst
Regional Finance Manager
Portofolio Manager
Property Accountant
Staff Accountant
Salve Regina University
Boston College High School
Recommendations: 0
Financial Analysis
Accounting
Financial Reporting
Variance Analysis
Budgets
Accounts Payable
General Ledger
Accounts Receivable
Daniel Conklin, CFA
Investment Analyst
Greater Boston Area
Investment Analyst
Fixed Income Portfolio Analyst
Middle Office Analyst
Client Service Specialist
Internship
University of Massachusetts Lowell
Recommendations: 0
Fixed Income
Pompeo Derubeis
Ahold Market Sales Manager – Stop & Shop Divisions
Greater Boston Area
Ahold Market Sales Manager – Stop & Shop Divisions
Senior Category Analyst
Order Administrator/Sales Analyst
Business Manager - Convenience Division
National Category Development Manager
Contractual Employee
Portfolio Analyst
Contractual Employee
Account Manager
Account Executive
Retail Representative
Retail Service Representative
Boston College - Wallace E. Carroll Graduate School of Management
Boston College
Newton Catholic High School
Recommendations: 0
MSWord
MSAccess
Nielsen Homescan
Excel
Visual BASIC
InfoLync
Powerpoint
HTML
Jenna Pisarek
Graduate Teaching Fellow
Greater Boston Area
Graduate Teaching Fellow
Associate Portfolio Analyst
Tutor
Research Assistant
Chief Economic Advisor
Teaching Assistant
Product Management Intern
Economic Analyst Intern
University of Oregon
University of New Hampshire - Whittemore School of Business and Economics
Recommendations: 0
SAS
Financial Analysis
PowerPoint
Microsoft Excel
Valuation
Analysis
Stata
Jessica Leroy (Petrella)
Lead Global Portfolio Analyst
Greater Boston Area
Lead Global Portfolio Analyst
Senior Global Portfolio Analyst
Domestic Portfolio Analyst
Style Consultant
Accountant
Associate Accountant
Client Services Intern (Co-Op)
Suffolk University - Sawyer Business School
Northeastern University
Fredonia High School
Recommendations: 0
Ryan Varnum
Senior Client Service Associate
Greater Boston Area
Senior Client Service Associate
Portfolio Analyst
Company Name Gonzaga University
Financial Analyst Intern
Intern
Northeastern University
Gonzaga University
Recommendations: 0
Microsoft Office
Microsoft Excel
PowerPoint
Customer Service
Microsoft Word
Economics
Finance
Political Science
Jonathan Neil
Senior Investment Analyst
Greater Boston Area
Senior Investment Analyst
Investment Analyst
Senior Associate Analyst
Associate Analyst
Portfolio Analyst - Venture Capital Fundraising
Inventory Processing Associate - Golf Start-Up
D'Amore-McKim School of Business at Northeastern University
Babson College
Recommendations: 0
Financial Modeling
Investments
Valuation
Financial Analysis
Portfolio Management
Corporate Finance
Due Diligence
Venture Capital
Tom Lovvoll
Assistant Vice President & Tax Director III
Greater Boston Area
Assistant Vice President & Tax Director III
Tax Director II
Director
Tax Counsel
Supervising Senior Tax Specialist
Portfolio Analyst
Suffolk University Law School
The University of Connecticut
Recommendations: 0
State Tax Planning
State Tax
Michael Nimerfroh
Quantitative Trading Intern
Greater Boston Area
Quantitative Trading Intern
Research Assistant and Systems Designer
Trading Intern
Quantitative Research Intern
US Rates Trader
Quantitative Research Intern
Portfolio Analyst Intern
Massachusetts Institute of Technology
Buffalo Grove High School
Recommendations: 0