Top Portfolio Analysts in Greater Los Angeles Area
John Vergara
Director of Marketing
Greater Los Angeles Area
Director of Marketing
Executive Consultant/Advisory Board Member
Vice President of Marketing
Director of Marketing
First Vice President, Marketing Strategic Planning & Analysis
Vice President, Prime Lending Business Development
Vice President, Product Development & Management
Vice President, Integrated Client Experience and PMO
Product Development Manager
Capital Markets Portfolio Analyst
Vice President
Assistant Vice President, Treaty Reinsurance Broker
Middlebury College
University of California, Berkeley
Mortgage Bankers Association of America
Instituto Internacional, Madrid
Recommendations: 20
financial product management
Strategic Planning
Integrated Marketing
Underwriting
Mortgage
Mortgage Lending
Brokerage
Insurance
j****[email protected]
j****[email protected]
Donald Yeck
Director, Digital Integrations
Greater Los Angeles Area
Director, Digital Integrations
Digital Integrations, Senior PM
Digital Integrations, PM
Portfolio Analyst
Online Marketing & Biz Dev Manager
Business Development Associate | PM
California State University-Northridge
Recommendations: 10
Lead Generation
Business Development
E-commerce
Strategic Planning
Forecasting
Business Planning
CPL
Budgets
d****[email protected]
Jason Lane, MBA
Director of Asset Management Sales, North America - Western States
Greater Los Angeles Area
Director of Asset Management Sales, North America - Western States
Chief Financial Officer/Controller
Wealth Advisor
Senior Sales Executive - US Western Region
Director, Business Development
Regional Sales & Marketing Director
Senior Portfolio Analyst
Director, Client Service
Western Connecticut State University
Oregon State University
Recommendations: 7
Salesforce.com
Microsoft Office
Due Diligence
Software Sales
Software Training
Scheduling
Organizational Development
Credit Risk
j****[email protected]
Ion Rotar, MBA
Vice President Commercial Lending Officer
Greater Los Angeles Area
Vice President Commercial Lending Officer
Vice President Senior Underwriter/ Credit Analyst
Credit Analyst/ Underwriter
Loan Portfolio Analyst
Assistant Operations Officer
Administrative Assistant
California Baptist University
California Baptist University
Recommendations: 4
Microsoft Excel
Credit Analysis
Cash Suites
Integrated Teller
Microsoft Word
Outlook
Navigator
microsoft PowerPoint
Loretta Ramirez
Executive Assistant
Greater Los Angeles Area
Executive Assistant
Division Staff Assistant
Senior Executive Assistant
Sr. IT Portfolio Analyst
Executive Assistant
IT Project Coordinator
Executive Assistant
Executive Assistant
Executive Assistant
Recommendations: 1
Visio
SharePoint
Leadership
Project Management
Outlook
Access
Process Improvement
Program Management
l****[email protected]
Madyson Cassidy
Portfolio Analyst
Greater Los Angeles Area
Portfolio Analyst
Occidental College
Arcadia High School
Recommendations: 0
Research
Public Relations
PowerPoint
Data Analysis
Microsoft Excel
Microsoft Office
Microsoft Word
Spanish
m****[email protected]
Sumil Menon
Vice President
Greater Los Angeles Area
Vice President
Assistant Vice President
Portfolio Analyst
Associate
Senior Analyst
Cash Desk Associate
University of Southern California - Marshall School of Business
Recommendations: 0
s****[email protected]
Phil Scully
Equity Research
Greater Los Angeles Area
Equity Research
Investment Banking Associate
Division Head, Financial Services Group
Equity Options Analyst
Portfolio Analyst
Georgetown University
Kenyon College
Recommendations: 0
Financial Services
Bloomberg
Equity Research
Investment Management
Emerging Markets
VBA
Equities
Fixed Income
p****[email protected]
Rick Rosenthal
Senior Portfolio Manager - Vice President
Greater Los Angeles Area
Senior Portfolio Manager - Vice President
Senior Portfolio Manager - Vice President
Portfolio Manager
Portfolio Analyst
Compliance Analyst
Loyola Marymount University, College of Business Administration
University of Arizona, Eller College of Management
Recommendations: 0
r****[email protected]
Sibiao Chen
Product Manager
Greater Los Angeles Area
Product Manager
Manager, Platform and Performance Solutions
Product Analyst, Platform and Performance Solutions
Digital Product Analyst
Intern Portfolio Analyst
Intern Statistician
Intern Project Manager
Intern Quantitative Analyst
Intern Business Analyst
Intern Research Assistant
University of Southern California - Marshall School of Business
New York University
Peking University
Recommendations: 0
MS Office Suite
R
VBA
Agile
Rally
Scrum
Agile Methodologies
Microsoft SQL Server
c****[email protected]
s****[email protected]
Jake Mehring
Ad Operations Manager, Brand Advertising
Greater Los Angeles Area
Ad Operations Manager, Brand Advertising
Digital Operations Strategist
Marketing Operations Associate
Portfolio Analyst
University of California, San Diego
Recommendations: 0
PPC
Lead Generation
Affiliate Marketing
Online Lead Generation
Web Design
Email Marketing
Digital Marketing
Online Advertising
j****[email protected]
j****[email protected]
Edwin Shih
Analyst
Greater Los Angeles Area
Analyst
Manager, Credit Risk Analytics
Finance Lead, Student Consulting Project
Analyst
Portfolio Analyst
Trading Assistant
Undergraduate Associate
University of California, Irvine - The Paul Merage School of Business
Pitzer College
Recommendations: 0
e****[email protected]
Emerson Dieudonné
Investment Banking Analyst
Greater Los Angeles Area
Investment Banking Analyst
Analyst - Technology, Media, Telecommunications
Operations Supervisor
Portfolio Analyst Intern
Equity Research Associate, Transportation & Industrial Goods
VP Strategic Development
VP Sponsorship & Corporate Development
FIFA Certified Provincial Level Referee
McMaster University
École Secondaire Catholique Renaissance
Recommendations: 0
French
Microsoft Office
Excel
PowerPoint
Word
Bloomberg
Reuters Eikon
Event Planning
h****[email protected]
e****[email protected]
Gary Altunyan
Client Relationship Manager
Greater Los Angeles Area
Client Relationship Manager
Trade Support Analyst
Cash & Portfolio Analyst
Institutional Client Service Associate
Branch Intern
Portfolio Manager - Investment Advisory Committee
University of California, Santa Barbara
Recommendations: 0
Accounting
Microsoft Excel
PowerPoint
Equities
Microsoft Word
Research
Bilingual
Microsoft Office
g****[email protected]
Erik Lim
Private Equity Analyst
Greater Los Angeles Area
Private Equity Analyst
Investment Banking Analyst Intern
Portfolio Analyst Intern
Private Wealth Managment Extern
Honda Marketing Internship - Research Analyst
Johns Hopkins University
Palos Verdes High School
Recommendations: 0
Marketing
Investment Banking
Chinese (Cantonese)
Market Research
Data Analysis
Research
Digital Media
Event Planning
e****[email protected]
Andre Ashook, CFA
Portfolio Analyst - Structured Products
Greater Los Angeles Area
Portfolio Analyst - Structured Products
ABS Asset Analyst
Investment Analyst Intern
California State University-Long Beach
Recommendations: 0
Bloomberg
Fixed Income
Financial Modeling
Valuation
Structured Finance
Financial Analysis
Corporate Finance
Derivatives
a****[email protected]
Ajay Samuel
Senior Leadership Team & Board Member
Greater Los Angeles Area
Senior Leadership Team & Board Member
Leadership Team
Co Founder
Chief Operating Officer
Student
Senior Portfolio Analyst
Volunteer from Texas
Joanne DW Brown Studio
Southern Methodist University
Southern Methodist University
Recommendations: 0
a****[email protected]
Brittenay Banh
Vice President
Greater Los Angeles Area
Vice President
Jr. Analyst
Senior Analyst
Portfolio Analyst
Portfolio Analyst Intern
Associate Vice President
Associate
University of California, Irvine
Recommendations: 0
Valuation
Private Equity
Real Estate
Investments
Financial Modeling
Corporate Finance
Venture Capital
Financial Analysis
b****[email protected]
b****[email protected]
Sagar Parikh, CFA
Senior Vice President
Greater Los Angeles Area
Senior Vice President
Vice President
Assistant Vice President
Analyst
Intern- Credit Mortgage Group
Portfolio Analyst
Intern
University of California, Los Angeles
Recommendations: 0
MBS
Structured Products
Mortgage
Fixed Income
CMBS
Mortgage Lending
Credit
s****[email protected]
Takashi Yanagi
Private Wealth Management Intern
Greater Los Angeles Area
Private Wealth Management Intern
Portfolio Analyst
Investment Banking Summer Analyst
Senior Financial Analyst
University of Notre Dame
Central Academy
Des Moines Area Community College
Recommendations: 0
Microsoft Excel
PowerPoint
Microsoft Office
Microsoft Word
Social Media
Customer Service
Quantitative Research
Access
a****[email protected]
Chastity Smith
Controller
Greater Los Angeles Area
Controller
Controller
Financial Manager, Assistant Vice President
Financial Manager
Senior Portfolio Analyst
Portfolio Analyst
Iowa State University
Recommendations: 0
Real Estate Economics
Financial Reporting
Due Diligence
c****[email protected]
Carl CFA
Investment Professional
Greater Los Angeles Area
Investment Professional
Managing Director, Alternative Investments
Vice President
Portfolio Analyst
Associate Examiner
Long/Short Equity Analyst
Columbia Business School
Harvard Business School
CFA Institute
Recommendations: 0
Fixed Income
Hedge Funds
Investments
Mutual Funds
Portfolio Management
Private Equity
Trading
Valuation
c****[email protected]
Alvin Moralde
AVP, Portfolio Officer
Greater Los Angeles Area
AVP, Portfolio Officer
Senior Portfolio Analyst
Portfolio Analyst
Junior Accountant
California State University-Long Beach
California State University-Long Beach
Recommendations: 0
Investments
Portfolio Management
Financial Analysis
Asset Management
Financial Modeling
Alternative Investments
Due Diligence
Commercial Real Estate
a****[email protected]
Lauren Compise
Sales Analyst
Greater Los Angeles Area
Sales Analyst
Financial Analyst
Operations Workflow Specialist
Portfolio Analyst
University of Southern California
Recommendations: 0
SQL
Microsoft Excel
Visual Basic
PeopleSoft
Essbase
Microsoft Office Suite
Java
C++
l****[email protected]
Newsha Ghodsi
Program Director
Greater Los Angeles Area
Program Director
Operations Manager, LA Refinery Wilmington
Refinery Operations Superintendent
West Coast Logistics Strategy Manager
Portfolio Analyst
Market Analyst
Process Engineer
Senior Manager, Technical Services
West Coast Refining Supply Manager
Gasoline Supply Coordinator
Gasoline Volumetric Planner
Process Design Engineer
University of California, Los Angeles - The Anderson School of Management
University of California, Los Angeles
Recommendations: 0
Gas
Oil/Gas
Petroleum
Refining
Commissioning
Chemical Engineering
Downstream Oil & Gas
Refinery
n****[email protected]
Karim Hashim
VP - Sr. Compliance Officer
Greater Los Angeles Area
VP - Sr. Compliance Officer
Portfolio Analyst III
Compliance Specialist
Pricing Analyst, Correspondent Lending Trade Desk
Pricing Analyst, Correspondent Lending Trade Desk
University of Southern California - Marshall School of Business
Copenhagen Business School
Recommendations: 0
SQL Server
VBA
MS Office Suite
Loans
Pricing
Analysis
Bloomberg
Credit Analysis
k****[email protected]
Christopher Medema
Managing Director - Head of Data Science
Greater Los Angeles Area
Managing Director - Head of Data Science
Analyst
Structured Products Research Analyst / Trader
Senior Director, Data Science and Quantitative Research
Quantitative Analyst - Structured Products
Quantitative Investment Analyst
Consulting / Real Estate Investment
Structured Products Portfolio Analyst
Director, Data Science and Quantitative Research
Grad Student, CFRM - Dept. of Applied Mathematics
University of Colorado Boulder
University of Washington
Recommendations: 0
Fixed Income
Portfolio Management
Bloomberg
Investments
Hedge Funds
Bonds
Trading
Quantitative Analytics
m****[email protected]
William Chou
Commercial Credit Analyst, Multifamily Real Estate Lending
Greater Los Angeles Area
Commercial Credit Analyst, Multifamily Real Estate Lending
Financial Analyst, Middle Market Real Estate
Credit Analyst, Commercial & Industrial Lending
Banker
VP/Senior Relationship Manager
VP/Senior Relationship Manager
Sr. Portfolio Analyst
Arizona State University, W. P. Carey School of Business
Arizona State University
Wells Fargo Bank
Recommendations: 0
Banking
Portfolio Management
Financial Analysis
Credit
Underwriting
Credit Analysis
Commercial Lending
Relationship Management
w****[email protected]
Sangjin Na
Vice President - Healthcare
Greater Los Angeles Area
Vice President - Healthcare
Global Strategy Consultant
Portfolio Analyst - Healthcare
Credit Analyst / Accounts Receivable Coordinator
International Business Intern
University of California, Los Angeles
Recommendations: 0
Microsoft Excel
Customer Service
Accounting
Microsoft Office
Microsoft Word
PowerPoint
Outlook
Financial Analysis
s****[email protected]
Angela Zhang
Operations Manager
Greater Los Angeles Area
Operations Manager
Senior Consultant
Investment Manager
Associate
Portfolio Analyst
Business Development Director
University of California, Los Angeles
University of California, Riverside
Recommendations: 0
a****[email protected]
Josh Belvedere
Senior Associate
Greater Los Angeles Area
Senior Associate
Associate - Syndicated Bank Loans
Portfolio Analyst - Structured Credit
Associate
California State University-Long Beach
CFA Program
Recommendations: 0
Hedge Funds
Financial Analysis
Credit
Investments
Portfolio Management
Asset Management
Finance
Due Diligence
j****[email protected]
Todd Ferderer
Vice President of Finance
Greater Los Angeles Area
Vice President of Finance
Financial Controller
Vice President of Finance
Director of Finance and Operations
Portfolio Analyst
Senior Financial Analyst
Financial Analyst
Retail Sales Merchandiser
Minnesota State University, Moorhead
Recommendations: 0
Financial Analysis
Financial Reporting
Financial Modeling
Accounting
Bookkeeping
Business Process Improvement
Business Analysis
New Business Development
t****[email protected]
Noah Blaustein
Poet
Greater Los Angeles Area
Poet
Portfolio Analyst
Speaker / Writer
Freelance Account Supervisor
Writer / Owner
Editor, Motion, American Sports Poems
Writer in Residence, Lecturer
Visiting Writer / Lecturer
University of Massachusetts, Amherst
University of California, Berkeley
Recommendations: 0
Newsletters
Books
Publishing
Poetry
Public Speaking
Research
Editing
Copy Editing
b****[email protected]
Ricca Roesadi
Treasury Analyst
Greater Los Angeles Area
Treasury Analyst
Portfolio Analyst
Credit Analyst
Senior Teller
California State University-Los Angeles
Recommendations: 0
Banking
Auditing
Credit
Account Reconciliation
Internal Audit
Sales
Process Scheduler
Credit Analysis
r****[email protected]
Dan Schlesinger
Portfolio Analyst, Portfolio Management Group
Greater Los Angeles Area
Portfolio Analyst, Portfolio Management Group
Student Consultant
Real Estate Development Intern
Wealth Management Intern
Brandeis University
Council Rock High School North
Recommendations: 0
Microsoft Excel
Argus Modeling
Yardi Voyager
Salesforce.com
Real Estate
Portfolio Management
Financial Analysis
Financial Reporting
James Essex
Co-Founder and Spear Head
Greater Los Angeles Area
Co-Founder and Spear Head
Senior Portfolio Analyst
Angular Programming Expert
Operations Manager
Senior Web Developer
Co-Founder and Financial Officer
Co-Founder & Web Developer
Business Development
General Assembly
California State University-Northridge
Santa Monica College
Recommendations: 0
