Top Portfolio Managers in Greater New Orleans Area
Matt Berger, JD, MBA
Division CFO
Greater New Orleans Area
Division CFO
Regional CFO
Director of Corporate Development (Mergers and Acquisitions)
Director, Corporate Development (Mergers, Acquisitions & Strategy)
Portfolio Manager of Hedging Derivatives Finance
Senior Analyst, Corporate Finance and Treasury
Treasury Analyst
Stock Analyst; Investment Research Manager
President, Founder and Chief Executive Officer
Louisiana State University and Agricultural and Mechanical College
Loyola University New Orleans School of Law
Tulane University - A.B. Freeman School of Business
Recommendations: 0
Mergers
Valuation
Corporate Finance
Due Diligence
Investments
Mergers & Acquisitions
Financial Analysis
Banking
m****[email protected]
Louis Bartels
Vice President - Commercial Relationship Manager
Greater New Orleans Area
Vice President - Commercial Relationship Manager
AVP - Portfolio Manager
Banking Officer - Commercial Credit Analyst
Banking Officer / Portfolio Manager - Commercial Lending
Credit Analyst
University of New Orleans
Louisiana State University
Jesuit High School
Recommendations: 0
Commercial Lending
Credit
Banking
Portfolio Management
Commercial Banking
Loans
Financial Analysis
Credit Analysis
l****[email protected]
Beatriz Icaza
Banking Officer | Portfolio Manager
Greater New Orleans Area
Banking Officer | Portfolio Manager
Recommendations: 0
b****[email protected]
Frank III
Portfolio Manager
Greater New Orleans Area
Portfolio Manager
Owner
Senior Software Engineer
Insurance Agent
Software Engineer
Loyola University Chicago
University of New Orleans
Jesuit High School
Recommendations: 0
Fixed Annuities
New Business Development
Entrepreneurship
Small Business
Business Strategy
Commercial Insurance
f****[email protected]
John Hobson
Market Manager On Premise
Greater New Orleans Area
Market Manager On Premise
Portfolio Manager North Texas (PRUSA)
On-Premise Spirits Rep
Crime Suppression Unit
Patrol Officer
McNeese State University
Recommendations: 0
Sales
Account Management
Key Account Relationship Building
Wine & Spirits Industry
Selling
Customer Service
Patrol
Management
j****[email protected]
Jarrett E. Cohen
Founder & Portfolio Manager
Greater New Orleans Area
Founder & Portfolio Manager
Assistant Vice President
Associate
Registered Representative
Consultant
Louisiana State University
Recommendations: 0
Financial Analysis
Strategic Financial Planning
Financial Modeling
Investments
Retirement Planning
Wealth Management
Portfolio Management
Asset Allocation
j****[email protected]
Michael Scripps, MBA
Financial Advisor, Portfolio Manager
Greater New Orleans Area
Financial Advisor, Portfolio Manager
Financial Advisor, Portfolio Manager
Quinlan School of Business, Loyola University Chicago
Cranbrook Academy of Art
Loyola University New Orleans
Recommendations: 0
k****[email protected]
Cory Vidal
Bank Attorney
Greater New Orleans Area
Bank Attorney
Attorney
Commercial Underwriter
Commercial Underwriter
Small Business Portfolio Manager
Commercial Loan Review Officer
Loyola University New Orleans School of Law
University of New Orleans
University of New Orleans
Recommendations: 0
c****[email protected]
