Top Portfolio Managers in Greater Salt Lake City Area
Staci Kinshella, MBA
Director of Program Management
Greater Salt Lake City Area
Director of Program Management
Adjunct Professor
Program Director
Portfolio Manager
Sourcing Manager
Manager
IT - Account Manager
Manager - Strategic Planning
Sr Financial Analyst
Internal Auditor
Inventory Controller
Corporate Development
Baker University
MidAmerica Nazarene University
Recommendations: 23
Team Building
Change Management
Strategy
Process Improvement
Project Management
Leadership
Cross-functional Team Leadership
Program Management
k****[email protected]
Michael Klassen, PMP, CSM
VP - Sr. Program Manager
Greater Salt Lake City Area
VP - Sr. Program Manager
IT Portfolio Manager
Manager of IT Communications and Methodology
Manager PMO and Planning
Project Manager
Contract Sr. Project Manager
Owner
Senior Project Manager
Manager - Labor Management
Industrial Engineer
Oklahoma State University
Recommendations: 14
Project Management
RFP
Process Optimization
PMO
PMP
Project Planning
Management Consulting
Product Development
m****[email protected]
Todd Sirrine
Portfolio Manager
Greater Salt Lake City Area
Portfolio Manager
President
Founder
VP - Client Partner
VP - Client Partner
VP - Client Partner
SVP Operations
CFO / SVP - Finance and Program Management
VP - IT Security Systems Audit & Compliance
Loan Officer / Branch Manager
University of Phoenix
Recommendations: 11
Operations Management
Product Development
International Operations
Project Management
Business Development
Sales
Management
Integration
t****[email protected]
Eric McFarland, CFA
Senior Risk Manager
Greater Salt Lake City Area
Senior Risk Manager
Commercial Loan Portfolio Manager
Associate
Corporate Credit Analyst
Associate National Bank Examiner
Co-Fund Manager
University of Utah - David Eccles School of Business
Timpview High School
Recommendations: 5
Financial Modeling
Financial Analysis
Portfolio Management
Strategy
Finance
Competitive Analysis
Financial Statement Analysis
Alternative Investments
m****[email protected]
Karl Childs
Senior Program Manager
Greater Salt Lake City Area
Senior Program Manager
Global Learning Portfolio Manager
Client Engagement Manager
Business Engagement Manager
Instructional Designer/Certification Mgr
Utah State University
Snow College
Recommendations: 4
Program Management
Instructional Design
Vendor Management
Product Management
Process Development
Customer Relations
Process Improvement
Team Management
k****[email protected]
k****[email protected]
Rich Matheson
Portfolio Manager
Greater Salt Lake City Area
Portfolio Manager
Senior Analyst
Account Manager
Planning Commissioner
University of Utah - David Eccles School of Business
University of Utah - David Eccles School of Business
Salt Lake Community College
Recommendations: 3
Microsoft Excel
Real Estate Valuation
Appraisals
Investment Properties
Commercial Real Estate
Real Estate Development
Real Estate
Valuation
r****[email protected]
Zachary Larkin
Portfolio Manager
Greater Salt Lake City Area
Portfolio Manager
Advisory Board Member
Grandeur Peak Global Advisors
Senior Research Analyst - Applied & Resource Technologies
Westminster College
University of Utah - David Eccles School of Business
Recommendations: 2
Equity Research
Financial Modeling
Equities
Bloomberg
Portfolio Management
Equity Valuation
Investments
Valuation
z****[email protected]
Adam Himoff
President/CEO
Greater Salt Lake City Area
President/CEO
Founding Partner
Senior Equity Analyst
Portfolio Manager
Founder/Owner
Manager of Finance
Financial Analyst
Recommendations: 2
Mergers & Acquisitions
Leadership
Investments
Management
Due Diligence
Private Equity
Entrepreneurship
Start-ups
a****[email protected]
a*****@xemplarstaffing.com
Nick Bishop
Territory Representative
Greater Salt Lake City Area
Territory Representative
VP, Commercial Portfolio Manager
Brigham Young University - Idaho
College of Commercial Credit
Skyline High School
Recommendations: 2
Credit
Banking
Finance
Management
Loans
Sales
Strategy
Leadership
n****[email protected]
Chase Nielsen
Retirement Solutions Representitive
Greater Salt Lake City Area
Retirement Solutions Representitive
Owner, President
Investment Solutions Representitive
Premium Relationship Associate
Financial Representative - Full Trader/Stock Broker
Student Investment Fund Portfolio Manager
Investor liaison Intern
Westminster College, Gore School of Business MBA
University of Utah
Recommendations: 1
Finance
Venture Capital
Landscaping
Financial Analysis
Sales
Investments
Management
Business Strategy
c****[email protected]
Nickolas Sanchez, MBA
Vice President - Real Estate Commercial Loan Officer
Greater Salt Lake City Area
Vice President - Real Estate Commercial Loan Officer
Vice President - Portfolio Manager
Assistant Vice President / Porfolio Management Officer
Assistant Vice President / Executive Banking Relationship Manager
Sergeant - Retrans Section Chief
Senior Credit Analyst
Department Manager
Westminster College - Bill and Vieve Gore School of Business
University of Utah - David Eccles School of Business
Recommendations: 0
Credit
Banking
Credit Analysis
Loans
Portfolio Management
Financial Analysis
Commercial Lending
Analysis
n****[email protected]
Aaron Christensen
IT Director
Greater Salt Lake City Area
IT Director
North America Region IT Manager
IT Operations Manager
IT Mergers & Integrations Project Portfolio Manager
Site Manager | Senior Field Service Engineer
University of Utah
University of Utah
Recommendations: 0
Process Improvement
Six Sigma
Troubleshooting
Medical Devices
Product Development
Project Management
Team Leadership
Operations Management
c****[email protected]
Mark Edgley
Vice President
Greater Salt Lake City Area
Vice President
Relationship Manager
Fixed Income Portfolio Manager
Fixed Income Sales
University of Michigan - Stephen M. Ross School of Business
Brigham Young University
Recommendations: 0
Relationship Management
Credit
Banking
Negotiation
Treasury Management
Investments
Portfolio Management
Credit Analysis
m****[email protected]
Michael Kirklen
CEO
Greater Salt Lake City Area
CEO
Surgery Marketing Manager
Portfolio Manager
From Analyst to Product Director
Sales Manager
Sergeant
Penn State University
University of Utah
Recommendations: 0
Property Management
Rentals
Real Estate
Contract Negotiation
Investment Properties
Real Estate Development
Marketing Strategy
Sales
m*****@assuranceproperties.net
Bruce Clayton
Portfolio Manager
Greater Salt Lake City Area
Portfolio Manager
Asset Manager
Asset Manager
Senior Property Manager
Senior Property Manager
Property Manager
Snow College
Recommendations: 0
Property Management
Real Estate
Real Estate Economics
Commercial Real Estate
Facilities Management
Real Estate Transactions
Management
Real Estate Development
c****[email protected]
c****[email protected]
J.B. Taylor Jr.
Portfolio Manager, Director
Greater Salt Lake City Area
Portfolio Manager, Director
Stanford University
Recommendations: 0
j*****@wasatchadvisors.com
Seth George
Director Of Business Development
Greater Salt Lake City Area
Director Of Business Development
Sr. Manager
VP of Sales
Manager of Consulting Services
Project Manager/ Portfolio Manager
Project Manager/Manager of Accounts Receivable
Sr. Consultant
University of Utah
Salt Lake Community College
Recommendations: 0
Microsoft Dynamics
Integration
Microsoft SQL Server
Accounting
Business Intelligence
Business Analysis
Software Implementation
SaaS
Jeff Tilt
Vice President, Equipment Finance Credit Officer
Greater Salt Lake City Area
Vice President, Equipment Finance Credit Officer
Commercial Credit Underwriter
AVP, Commercial Portfolio Manager
Credit Analyst
University of Utah - David Eccles School of Business
University of Utah - David Eccles School of Business
Skyline High School
Recommendations: 0
Credit
Commercial Lending
Credit Analysis
Financial Analysis
Finance
Loans
Commercial Banking
Credit Risk
j****[email protected]
Scott Adair, CSM
Assistant Director of Property Management
Greater Salt Lake City Area
Assistant Director of Property Management
Licensed Sales Agent
Trainer
Commissioner Chair
Regional Property Manager
Portfolio Manager
Commercial Property Manager
Portland Community College
Salt Lake Community College
Stringham Real Estate School
Recommendations: 0
Tenant
Lease Negotiations
Asset Managment
Leases
Tenant Representation
Lease Administration
Shopping Centers
Disposition
s****[email protected]
Bill CFA
Chief Investment Officer
Greater Salt Lake City Area
Chief Investment Officer
Chief Investment Officer
Director of Investment Reseach & Strategic Development
SVP & Regional Portfolio Manager
Vice President and Investment Dept Manager
Unversity of Utah
University of Utah
Recommendations: 0
Asset Allocation
Portfolio Management
Investments
Financial Analysis
Alternative Investments
Asset Management
Investment Management
Investment Strategies
w****[email protected]
Tracy Duckworth
Portfolio Manager, Vice President, Financial Advisor
Greater Salt Lake City Area
Portfolio Manager, Vice President, Financial Advisor
Director Wealth Management
Complex Manager
Utah State University - Jon M. Huntsman School of Business
Utah State University
Recommendations: 0
t****[email protected]
Garth Daniels
President
Greater Salt Lake City Area
President
University Dean - School of Business Administration
MBA and BSBA Faculty
Senior Faculty and Business Advisory Council Member
University Dean of Graduate Programs (MBA, MSN and MHA)
Professor of Practice for the Graduate School of Business
Assistant Professor of Business Administration
Registered Securities Representative
Vice President
President
Venture Capital and Technology Venture Consultant
Market Development Administrator and Senior Management Consultant
Director of Business Consulting and Management Training
Financial Analyst and Securities Portfolio Manager
Nova Southeastern University-Huizenga Graduate School of Business Administration
Brigham Young University-Marriott Graduate School of Management
Brigham Young University - Marriott School of Management
Recommendations: 0
g****[email protected]
Mary Jane Thompson
Project Manager
Greater Salt Lake City Area
Project Manager
Accountant
Administrative Assistant, Athletics; Admin. Asst. Auxiliary Svcs
Administrative Assistant to Retail Portfolio Manager
Western Governors University
Western Governors University
University of Utah
Recommendations: 0
Financial Statements
Customer Service
Research
Accounting
Public Speaking
Training
Social Media
Financial Accounting
m****[email protected]
Jon Kleven
Funding Director - Commercial Real Estate Financing
Greater Salt Lake City Area
Funding Director - Commercial Real Estate Financing
Vice President - Commercial Lending
Assistant Vice President, Loan Officer, Portfolio Manager
Director of Marketing
Loan Consultant
University of California, Irvine
University of California, Santa Barbara
Recommendations: 0
Loans
Commercial Lending
Credit
Cross-cultural Teams
Marketing
Spanish
Small Business Lending
Banking
j****[email protected]
Tyler Heap
VP of Corporate Underwriting
Greater Salt Lake City Area
VP of Corporate Underwriting
ABL Sr. Relationship Manager
Senior Relationship Manager
Senior Portfolio Manager
Senior Relationship Manager
Operations Officer
Owner
Business Intern
Utah State University
University of Utah
Recommendations: 0
Commercial Finance
Factoring
Asset Based Lending
Underwriting
Risk Management
Financial Analysis
Portfolio Management
Sales
t****[email protected]
Brian Howell
Relationship Manager (Assistant Vice President)
Greater Salt Lake City Area
Relationship Manager (Assistant Vice President)
Portfolio Manager (Assistant Vice President)
Senior Credit Analyst
Associate - Credit Management Training Program
Credit Analyst
Business Analyst
Internship Advisor
Assistant Political Lobbyist
Brigham Young University
Recommendations: 0
Credit Analysis
Loans
Commercial Banking
Banking
Investments
Commercial Lending
Underwriting
Finance
b****[email protected]
Rudy Meier
Commercial Portfolio Manager
Greater Salt Lake City Area
Commercial Portfolio Manager
Assistant Relationship Officer - Salt Lake C&I Group
Loan Workout Officer
Assistant Relationship Officer
Teller
Brigham Young University
Recommendations: 0
b****[email protected]
Jordan Fawson
GW Business - Associate Implementation Consultant - Lifecycle Deployment
Greater Salt Lake City Area
GW Business - Associate Implementation Consultant - Lifecycle Deployment
Owner
Operations Intern
Portfolio Manager
Incident Service Technician
Sales Rep
University of Utah - David Eccles School of Business
Recommendations: 0
Microsoft Office
Microsoft Excel
Customer Service
PowerPoint
Microsoft Word
Windows
Windows 7
Troubleshooting
j****[email protected]
j****[email protected]
Britt Boril
Equity Research Analyst covering Clean Energy
Greater Salt Lake City Area
Equity Research Analyst covering Clean Energy
Bookkeeper
Associate
Portfolio Manager
University of Utah
University of Utah
Recommendations: 0
Investments
Valuation
Financial Modeling
Due Diligence
Finance
Start-ups
Equity Research
Accounting
b****[email protected]
b****[email protected]
Andrew Feil
Portfolio Manager
Greater Salt Lake City Area
Portfolio Manager
Senior Credit Analyst
Personal Banker
University of Utah - David Eccles School of Business
Brigham Young University
Recommendations: 0
Credit Risk
Credit
Credit Analysis
Commercial Lending
Financial Analysis
Loans
Small Business Lending
Commercial Banking
a****[email protected]
Curtis Olson, CPM
Senior Property Manager
Greater Salt Lake City Area
Senior Property Manager
Senior Portfolio Manager
Past President
Portfolio Manager
Property Manager
Institute of Real Estate Management
University of Utah
Recommendations: 0
Commercial Real Estate
Property Management
Asset Management
Leases
Real Estate License
Asset Managment
Accounting
Brokerage
c****[email protected]
Matt Willes, CFA
Board Member
Greater Salt Lake City Area
Board Member
Founder & Managing Member
Senior Vice President
CFO
Portfolio Manager
MMDP
UCLA Anderson School of Management
Brigham Young University
Recommendations: 0
Financial Modeling
Investments
Financial Analysis
Strategic Financial Planning
Business Strategy
Portfolio Management
Philanthropy
Non-profits
m*****@willescapital.com
Lynn Brandenburg
First Vice President-Investment Officer
Greater Salt Lake City Area
First Vice President-Investment Officer
Vice President-Investments, Senior Portfolio Manager
Founder & President
Founder & Publisher
Founder & Publisher
Boston University
University of Pennsylvania - The Wharton School
Weber State University
Recommendations: 0
l****[email protected]
Meagan Michelle Russell
Portfolio Manager
Greater Salt Lake City Area
Portfolio Manager
Leasing Administrator
Event Coordinator
ESL Teacher, SAT/ACT TOEFL Prep Tutor
Building Manager
Cross-trained Property Support Agent
University of Utah
LDS Business College
Recommendations: 0
Property Management
Microsoft Office
Yardi Voyager
Social Media
Fair Housing
English
Accounting
Employee Training
m****[email protected]
