Top Portfolio Managers in Greater San Diego Area

John C. Shumate
Director, Global Cyber Security Planning & Portfolio Management
Greater San Diego Area
Director, Global Cyber Security Planning & Portfolio Management
Global Cyber Security Planning & Portfolio Manager
IT Security Business Planning/Project Manager
HP IT Commercialization Program Manager/Governance Lead
Americas New Business Implementation & Consulting Manager
West Region Local End User Support IT Manager
San Diego Site IT Infrastructure Manager
San Diego Site IT Project/Program Manager
Engineering Program Manager
University of San Diego
University of California, San Diego
Recommendations: 11
PMP
CISM
CSM
Program Management
Security
Project Portfolio Management
PMO
People Management
Kevin O'Gorman
Portfolio Manager, Organizational Leadership Solutions
Greater San Diego Area
Portfolio Manager, Organizational Leadership Solutions
Managing Director, Consulting, Training & OD
Acting Director, Human Resources
Director, Marketing and Sales/Senior Consultant
Corporate Account Manager; Market Research Director
Trinity College, Dublin
Antioch New England Graduate School, Antioch University
University of Vermont
Ithaca College
Recommendations: 9
Executive Coaching
Leadership Development
Executive Development
360 Feedback
Organizational Development
Emotional Intelligence
Large-scale Organizational Change
Strategic Influence & Persuasion
Giffin Lorimer
Marketing Director
Greater San Diego Area
Marketing Director
Marketing Director
Strategy Director
Global Portfolio Manager
European EDI Marketing Manager
EMEA Technology Strategy Manager, EMEA Program Manager, Global Assurance Manager
EMEA Technology Strategy Manager
Global Impementation Manager
Senior Systems Engineer, IBM PC company (UK)
Graduate Trainee in Marketing
Chartered Institute of Marketing
University of Ulster
Recommendations: 9
Product Management
Go-to-market Strategy
Start-ups
B2B
Service Delivery
Managed Services
Service Management
Business Strategy
Steven Hong
CFO/Controller
Greater San Diego Area
CFO/Controller
Managing Partner
CFO/Controller
Advisory Board Member
Chief Financial Officer
Vice President - Office of the President
Portfolio Manager
Assistant Vice President
Assistant Vice President
Sr. Portfolio Manager
Search Engine Optimizer
University of Southern California - Marshall School of Business
University of California, Riverside
Recommendations: 8
Financial Modeling
Due Diligence
Strategic Financial Planning
Financial Analysis
Business Strategy
Portfolio Management
Strategic Planning
Forecasting
Sylvia A. Carr, PMP
Applications Portfolio Manager
Greater San Diego Area
Applications Portfolio Manager
Project Manager, EPO - Center of Excellence
Volunteer
Adjunct Instructor - Project Management
IT Program Manager
Global Program Manager: Russia Improvement Projects
Consultant: On-Site Assignment at Workflow One, Inc.
VP: IT Business Solutions and Service Delivery
Program Manager: Internal Research and Development (IR&D)
Consultant, IT Services: On-Site Assignments at Miami University
Program Manager, Acquisition Integration Planning, Risk Management Group
George Mason University
George Mason University
Recommendations: 7
Cross-functional Team...
ERP
Vendor Management
Customer Relations
SDLC
PMP
PMO
Business Process...
Ann RPA
Senior Property Manager
Greater San Diego Area
Senior Property Manager
Property Manager
Property Manager
Assistant Real Estate Portfolio Manager
Property Manager
Property Manager/Consultant
El Camino College
Santa Monica College
Recommendations: 7
Ownership
Property Management
Leases
Financial Reporting
Facilities Management
Lease Negotiations
Tenant
Disposition
Tasha Macenski
Property Manager and REO Portfolio Manager
Greater San Diego Area
Property Manager and REO Portfolio Manager
Loan Coordinator
Personal Financial Representative
Escrow Officer
Escrow Assistant
San Diego State University-California State University
Recommendations: 7
Devang Thakkar ([email protected])
Sr. Product Manager/General Manager Finance and Accounting Solutions
Greater San Diego Area
Sr. Product Manager/General Manager Finance and Accounting Solutions
Director, Product Management and Marketing
Product Marketing and Portfolio Manager
Software Project Manager and ISV Manager
Service Design Engineer
Electrical Engineer and Software Support Team Lead
Massachusetts Institute of Technology - Sloan School of Management
New Jersey Institute of Technology
Rochester Institute of Technology
Recommendations: 6
Software Product Management
Product Marketing
Program Management
Technology Commercialization
Strategic Planning
Product Portfolio
Software Development
Strategic Partnerships
Zarah Kimble
Expert Level-4 (Principal Program Manager)
Greater San Diego Area
Expert Level-4 (Principal Program Manager)
IT Help Desk Analyst
Information Technology Application Specialist
Scrum Master /Deputy Dev Portfolio Manager
Media Relations Intern
Senior Program Manager
Systems Analyst
Adjunct Professor
IT Help Desk Analyst Lead
Development Portfolio Manager (Principal Program Manager)
Senior Systems Analyst – Application Administrator
Staff Systems Analyst – Application Administrator
SENIOR PROJECT MANAGER
Information Professional (IP) Officer - 1825 (US Navy Reserve)
Northcentral University
Concord Law School - Kaplan University
Western Governors University
Recommendations: 5
Ryan Hart, CFA, CAIA
Director of Research, Co-Portfolio Manager
Greater San Diego Area
Director of Research, Co-Portfolio Manager
Director of Research & Investments, Portfolio Manager
Vice President, Alternative Investment Strategist
Senior Hedge Fund Analyst
Hedge Fund Analyst
University of San Diego
Recommendations: 5
Alternative Investments
Portfolio Management
Investments
Hedge Funds
Asset Management
Asset Allocation
Due Diligence
Fund Of Funds
Lara (Branton) Magnusen, CAIA
Portfolio Manager, Portfolio Strategist
Greater San Diego Area
Portfolio Manager, Portfolio Strategist
Director, Investment Products
Director, Research & Investments
Vice President, Research & Investments
Director of Manager Research
Senior Research Associate
Intern
Director
Analyst
University of California, Berkeley
University of California, San Diego - The Rady School of Management
UC High
Recommendations: 5
Asset Managment
Equities
Asset Management
Hedge Funds
Investments
Private Equity
Alternative Investments
Fund Of Funds
Jason Turfler
Manager Consumer Business
Greater San Diego Area
Manager Consumer Business
Senior Portfolio Manager & Team Lead
Portfolio Manager
Future Product Marketing Manager
Senior Global Program Manager
International Wireless Program Manager
Senior Regional Account Manager
Inside Sales Manager
National University
San Diego State University-California State University
Scripps Ranch High School
Recommendations: 5
Go-to-market Strategy
Cross-functional Team Leadership
Strategy
Strategic Planning
Retail
Process Improvement
Portfolio Management
Team Building
Jim Mettee
Portfolio Manager
Greater San Diego Area
Portfolio Manager
V P Real Estate and Development
VP Real Estate and Development
V P Real Estate and Development
VP Planning and Developmemt
SVP Store Operations and Merchandising
CFO
Corporate VP of Planning and Development
University of Southern California
University of Southern California - Marshall School of Business
University of Southern California
Recommendations: 4
De Wayne Frost
District Manager
Greater San Diego Area
District Manager
CID Portfolio Manager
Community Manager - La Vita High Rise
HOA Portfolio Manager
Multi-Family & HOA Portfolio Manager
RETAIL DEVELOPMENT - Partner
Leasing Manager, Resident Manager, Supervisor
Business Institute of Technology
Recommendations: 3
Project Resourcing
TeamPlay
Time Reporting
Microsoft Office
Jenark
Association Management
Community Associations
HOA
Rich Abney
Portfolio Manager
Greater San Diego Area
Portfolio Manager
Senior Director
Director
Director
Engineering management and RF designer
Various Engineering/Management Positions Telecommunications Field
Chapman University
Colorado State University
Recommendations: 3
CDMA
Cellular Communications
RF
Android
Mobile Communications
R&D
Wireless
Mobile Devices
Klaus P. Weyers
Principal and Co-Founder
Greater San Diego Area
Principal and Co-Founder
Director
President, Real Estate Broker
Manager Day Trading Office and Day Trader
Day Trader
President, CTA
Investor/ Head of Trading
Associate
Portfolio Manager
Account executive (Stock Broker)
American University
Recommendations: 3
Hedge Funds
Trading
Equities
Fixed Income
Options
Investments
Electronic Trading
Mutual Funds
Lenore Hawkins
Principal
Greater San Diego Area
Principal
Portfolio Manager and Director of Planning
Principal
Vice President Corporate Development
Vice President Corporate Development
Principal
Director of Strategic Planning and Corporate Development
Private Client Services
Senior Consultant
The Anderson School at UCLA
Claremont McKenna
Harvey Mudd College
Recommendations: 3
Investments
Portfolio Management
Wealth Management
Finance
Risk Management
Valuation
Investment Management
Strategic Planning
Mathew Griesbach
Senior Vice President and Group Head - Aerospace & Defense
Greater San Diego Area
Senior Vice President and Group Head - Aerospace & Defense
Director - Corporate Debt Products
Vice President - Corporate Debt Products
Risk Manager - Semiconductor Investments
Account Executive
Assistant Vice President
Associate Portfolio Manager
Credit Analyst
University of Notre Dame
Recommendations: 2
Structured Finance
Financial Structuring
Underwriting
Commercial Banking
Financial Services
Capital Markets
Commercial Lending
Financial Modeling
Sherwan H. Al-Qaderi
Employment Counselor
Greater San Diego Area
Employment Counselor
Employment Counselor
Managing Director
Business Development Manager, Iraq Portfolio Manager
Director of Zozik Office for Project Services
North Iraq Regional Manager for USAID INMA Agribusiness Development in Iraq
Program and Senior Grants Manager, Lead Facilitator
Victim Assistance Program Manager / Sector North
Consultant Pharmacy Manager, Pharmacist
College of Pharmacy, University of Baghdad
Recommendations: 2
Business Planning
Marketing
Project Management
Capacity Building
Management
Program Management
International Relations
Research
Allan Paranada
Vice President / Portfolio Relationship Manager
Greater San Diego Area
Vice President / Portfolio Relationship Manager
Commercial Portfolio Manager / Underwriter
Vice President / Commercial Portfolio Manager
Commercial Portfolio Manager
Vice President, Commercial Portfolio Manager
Finance Manager / Broker
AVP / Commercial Banking Officer
Commercial Loan Officer
Management Training & Financial/Credit Analyst
Mortgage Banking Officer
Personal Banking Officer
California State Polytechnic University-Pomona
Southwestern Community College
Recommendations: 2
Credit Risk
Mortgage Lending
Real Estate
Construction Loans
Portfolio Management
Commercial Lending
Banking
Financial Analysis
Kurt Nelson
Regional Property Manager
Greater San Diego Area
Regional Property Manager
Regional Portfolio Manager
Junior Partner
Director of Property Management
Area Manager
National University
University of Saint Thomas
Recommendations: 1
Real Estate
Real Estate Development
Lease Administration
Yardi
Property Management
Asset Management
Real Estate Economics
Apartments
Joshua Butensky
VP, Senior Risk Manager
Greater San Diego Area
VP, Senior Risk Manager
AVP, Senior Credit Analyst
Portfolio Manager & Credit Analyst
Career Development Trainee
Shift Leader
State University of New York at Albany
Recommendations: 1
Loans
Banking
Commercial Lending
Credit
Financial Analysis
Commercial Banking
Credit Analysis
Portfolio Management
Jennifer Zurowski
IT Portfolio Manager
Greater San Diego Area
IT Portfolio Manager
consulting
DoD and Agency Contractor
PM Analyst
System Architecture Analyst
Cyber Security Program Manager Specialist
Sr. Consultant
Senior Analyst
Analyst
Analyst
Analyst
Project Adminstrator
Producer/ Account Manager
Student Loan Officer
George Mason University
South Lakes
Recommendations: 1
Budget
Portfolio Management
DoD
Program Management
Command
Intelligence Community
Defense
Security Clearance
Andy Goetz
Principal
Greater San Diego Area
Principal
Director of Retail Acquisitions
Portfolio Manager and Underwriter
Commercial Real Estate Consultant
Financial Advisory Services Intern
Retail Leasing Intern
University of Wisconsin-Madison - School of Business
Recommendations: 0
Asset Management
Real Estate Economics
Commercial Real Estate
Retail
Real Estate Development
Portfolio Management
Acquisitions
Investment Properties
Michelle Sites
Senior Regional Portfolio Manager
Greater San Diego Area
Senior Regional Portfolio Manager
Property Manager
Regional Manager
Recommendations: 0
Property Management
Real Estate
Apartments
Fair Housing
Contract Negotiation
Investment Properties
Tax Credits
Real Estate Economics
Jelveh Pedraza
Private Wealth Advisor & Senior Portfolio Manager
Greater San Diego Area
Private Wealth Advisor & Senior Portfolio Manager
Global Wealth Management - Senior Financial Advisor
Financial Advisor
Founder
Founder
Product Manager
Internal Consultant
Marketing Director
The University of Chicago
Lake Forest College
Recommendations: 0
Portfolio Management
Wealth Management
Retirement Planning
Investments
Strategic Financial Planning
Mutual Funds
Series 7
Risk Management
Dennis Falkowski
Senior Vice President - Wealth Management, Portfolio Manager
Greater San Diego Area
Senior Vice President - Wealth Management, Portfolio Manager
Senior Vice President, Wealth Advisor
Senior Vice President, Investments
University of California, Santa Barbara
Recommendations: 0
Jamie Romero
Executive Portfolio Manager
Greater San Diego Area
Executive Portfolio Manager
Recommendations: 0
CMBS
LIHTC
Disposition
Asset Managment
Evictions
Lease-ups
Lease Negotiations
Due Diligence
Kumar Aiyer
Founder and CEO
Greater San Diego Area
Founder and CEO
Managing Partner
Senior Portfolio Manager
Portfolio Manager
Head of ABS Research
Loughborough University
University of Rochester
PSG College of Technology
Recommendations: 0
Alternative Investments
Financial Modeling and Analysis
Investment Analysis
Fund Structuring
Asset Management
Sustainable Energy
Renewable Energy
Structured Finance
Al Polit
Partner & Senior Portfolio Manager
Greater San Diego Area
Partner & Senior Portfolio Manager
Chief Investment Officer/PM
Portfolio Manager
New York University - Leonard N. Stern School of Business
Recommendations: 0
Investment Management
Equity Research
Portfolio Management
International Investment
Asset Managment
Gabriele Distler
VP/SBA Underwriter; SBA Portfolio Manager
Greater San Diego Area
VP/SBA Underwriter; SBA Portfolio Manager
Commercial Underwriter
AVP Credit Administration Officer
VP / Secondary Market Specialist (Commercial Underwriter)
VP / SBA Loan Officer (Underwriter)
Commercial Loan Officer
Executive Assistant then Credit Analyst
Executive Assistant
University of Phoenix - San Diego
Wurzburg American High School
Recommendations: 0
Loans
Credit
Mortgage Lending
Teamwork
Loan Origination
Small Business Lending
Commercial Lending
Credit Analysis
Toby PMP
Senior Program and Portfolio Director
Greater San Diego Area
Senior Program and Portfolio Director
Senior IT Portfolio Manager
Senior IT Consultant
Lambuth University
University of Oxford
Ezell-Harding
Recommendations: 0
Project Management
ITIL
Process Improvement
Program Management
Vendor Management
Six Sigma
Digital Media
SEO
Marvin MBA
Senior Loan Reviewer - Real Estate
Greater San Diego Area
Senior Loan Reviewer - Real Estate
Underwriter - North America Lending
Director of Asset Management
Underwriter - Global Valuations Team
Senior Consultant
VP, RE Underwriter and Portfolio Manager
CRE Underwriter - CRE Specialty Lending (C&I Bridge)
The George Washington University - School of Business
Penn State University
St. John's College Highschool
Recommendations: 0
Valuation
Real Estate
Asset Management
Financial Analysis
Due Diligence
Loans
Financial Modeling
Management
Jeanine Baggett
Commercial Credit Analyst -Vice President
Greater San Diego Area
Commercial Credit Analyst -Vice President
SBA Portfolio Manager
Vice President
SBA Loan Officer
Financial Services Representative
Vice President
Recommendations: 0
SBA
Small Business Lending
Lines Of Credit
Loans
Commercial Lending
Commercial Banking
Credit Analysis
Commercial Mortgages
Ira Schwartz
Senior Vice President
Greater San Diego Area
Senior Vice President
Vice President, Director of Asset Management
Vice President, Director of Asset Management
Vice President and Portfolio Manager
Director
The George Washington University
United States International University
Recommendations: 0
Real Estate Development
Real Estate
Investment Properties
Asset Managment
Commercial Real Estate
Mergers
Entitlements
Portfolio Management
David DeRoche, SIOR
Real Estate Portfolio Manager
Greater San Diego Area
Real Estate Portfolio Manager
Senior Vice President / Managing Director
Senior Vice President
Associate
University of San Diego
University of San Diego High School
Recommendations: 0
Lease Negotiations
Tenant
Leases
Real Estate
Real Estate Transactions
Landlord
Real Estate Development
Property Management
Greg Klima
Vice President - Real Estate Development Lending
Greater San Diego Area
Vice President - Real Estate Development Lending
Renewable Energy / Real Estate Development Consultant
Portfolio Program Manager - Wind/Solar Power Development & Finance Business Units
Real Estate Development Portfolio Manager
Vice President-Real Estate Development Lending
Principal - Director of Portfolio Management
Vice President / Real Estate Development Lending
University of California, San Diego
Washington State University - College of Business and Economics
Golden West College
Santa Ana College
Recommendations: 0
Development Budgeting
Project Finance
Project Due Diligence
Asset Management
Risk Analysis
Entitlement Review
Real Estate Development
Mergers / Acquisitions
Mike Kelsey
Portfolio Manager
Greater San Diego Area
Portfolio Manager
Director - Service Bureau - Sempra Energy Solutions
Field Operations Manager
Director of Operations Support - Sempra Pipelines & Storage
Market Research Analyst
Associate Economic Analyst
Market Planning Supervisor
Director of Human Resources - Sempra Pipelines & Storage
Director Supply Chain Management
Financial Analyst
Manager - Product Development
Director - Product Development - Sempra Energy Information Solutions
Economic Analyst
Director of Procurement - Sempra Global
Special Projects Manager
Special Projects Principal
Director of Human Resources - Sempra International
Senior Economic Analyst
San Diego State University
San Diego State University
Recommendations: 0
Cross-functional Team Leadership
Organizational Leadership
Analysis
Conflict Resolution
Procurement
Purchasing
Energy
Contract Negotiation
Phillip Wendt, CTFA, CFP®
Regional Fiduciary Manager
Greater San Diego Area
Regional Fiduciary Manager
Senior Trust Team Manager/Trust Team Manager
Trust Officer
Portfolio Manager
Acadia University
Recommendations: 0
Robin Ziegler
Crisis Interventionist
Greater San Diego Area
Crisis Interventionist
Property Management Strategist & Counselor
Business / District Manager - Multi-Housing
Senior Regional Portfolio Manager
Business Manager - Multi-Housing
Administrator - Multi-Housing
Divisional Manager Lease-Up New Construction Specialist - Multi-Housing
Divisional Manager Lease-Up New Construction Specialist - Multi-Housing
Arizona School of Real Estate
Recommendations: 0
Property Management
Leases
Real Estate
Fair Housing
Apartments
Asset Managment
Budgets
Leadership
Travis Gorzeman
Portfolio Manager
Greater San Diego Area
Portfolio Manager
Senior Real Estate Manager
Property Manager
Property Manager
University of San Diego
New Mexico State University
Recommendations: 0
Lease Administration
Tenant
Landlord
Leases
Disposition
Property Management
Corporate Real Estate
Real Estate
Flay Goodwin
Assessment Director | Intelligence and Information Systems Portfolio Manager
Greater San Diego Area
Assessment Director | Intelligence and Information Systems Portfolio Manager
Decision Support Manager | Business Process Manager
Executive Officer | Chief of Staff
Commanding Officer
Pilot | Operations Director | Maintenance Director | Logistics Manager
Indiana University - Kelley School of Business
Indiana University of Pennsylvania
US Army War College
Recommendations: 0
Command
Military Operations
Operational Planning
National Security
Military
Security Clearance
DoD
Military Experience
Tracy Brunetti
Sr. Portfolio Manager
Greater San Diego Area
Sr. Portfolio Manager
Sr. Managing Director
Division President West Coast
Executive Vice President
Senior Vice President
Senior Vice President
Recommendations: 0
Apartments
Real Estate
Property Management
Leases
Asset Management
Sales
Real Estate Economics
Fair Housing
Mark Petrie, CFA, CFP®
Principal
Greater San Diego Area
Principal
Portfolio Manager
Investment Analyst
University of California, Irvine
Recommendations: 0
Stephen R. McNally
Senior Vice President/Regional Investment Manager
Greater San Diego Area
Senior Vice President/Regional Investment Manager
Senior Vice President/Investment Strategy Specialist
General Partner
Vice President and Portfolio Manager
Senior Vice President and Portfolio Manager
Vice President/Principal - Senior Equity Portfolio Manager
Professional
University of Pennsylvania - The Wharton School
Yale University
Trinity College-Hartford
Pittsford-Mendon High School
Recommendations: 0
Derivatives
Options
Alternative Investments
Equities
Hedge Funds
Trading
Asset Allocation
Investment Management
Peter CFA
Founder and Portfolio Manager
Greater San Diego Area
Founder and Portfolio Manager
Founder & Portfolio Manager
Co-Portfolio Manager / Research Analyst
Investment Analyst
U.S. Naval Flight Officer
University of Virginia Darden School of Business
Hamilton College
Salzburg International Preparatory School
International Community School, Addis Ababa, Ethiopia
Recommendations: 0
Asset Management
Investments
Portfolio Management
Asset Managment
Investment Advisory
Financial Modeling
Retirement Planning
Investment Management
Bill Gurtin
Portfolio Manager, Senior Vice President
Greater San Diego Area
Portfolio Manager, Senior Vice President
Founder
Managing Partner, Chief Executive Officer, Chief Investment Officer
Vice President
The University of Chicago Booth School of Business
Brown University
Recommendations: 0
Richard Rohmann
Senior Analyst
Greater San Diego Area
Senior Analyst
Executive Vice President
Principal
Senior Financial Analyst
VP Asset Management
Vice President
Portfolio Manager
Captain - Aircraft Maintenance Officer
San Diego State University-California State University
University of Colorado Boulder
Recommendations: 0
Real Estate Economics
Argus Modeling
DCF Valuation
Financial Modeling
CA Real Estate License
Business Apps
Database Design
Microsoft Excel
Susan Worsham
Commercial Portfolio Manager
Greater San Diego Area
Commercial Portfolio Manager
Senior Relationship Manager
Vice President & Deal Team Leader
VP
Thunderbird School of Global Management
California State University-Northridge
Recommendations: 0
Banking
Asset Based Lending
Cash Flow
Venture Capital
Private Banking
Finance
Credit Analysis
Strategic Planning
Colleen Nemeth
President
Greater San Diego Area
President
President
Retail Portfolio Manager
Recommendations: 0
Yanni Bousnakis, CFA
Managing Director - Investment Management
Greater San Diego Area
Managing Director - Investment Management
SVP - Overlay Portfolio Manager
VP - Business Analysis
D'Amore-McKim School of Business at Northeastern University
National Technical University of Athens
Recommendations: 0
Wealth Management
Business Analysis
Investment Advisory
Investments
Series 7
Mutual Funds
Corporate Finance
Asset Managment
Reed Wirick
Portfolio Manager / Analyst
Greater San Diego Area
Portfolio Manager / Analyst
Research Analyst
Economist
Dartmouth College - The Tuck School of Business at Dartmouth
St. Mary's College of Maryland
Recommendations: 0
Investments
Asset Management
Jonathan L. Chatfield, CFA
Chief Portfolio Manager
Greater San Diego Area
Chief Portfolio Manager
Vice President and Portfolio Manager
Portfolio Manager
Portfolio Manager
Editor. Closed End Fund Digest
Assistant Portfolio Manager
University of California, Davis
University of California, Davis
Recommendations: 0
Portfolio Management
Alternative Investments
Investments
Financial Analysis
Database Development
Salesforce.com Development
Jim Dudnick, CFA
Portfolio Manager
Greater San Diego Area
Portfolio Manager
Vice President
Financial Advisor
Analyst
University of Michigan
Recommendations: 0
Asset Management
Fixed Income
Portfolio Management
Investments
David Marchesani, CFA
Founder, CEO, Portfolio Manager
Greater San Diego Area
Founder, CEO, Portfolio Manager
San Diego State University-California State University
Indiana University - Kelley School of Business
Recommendations: 0
Equities
Private Equity
Asset Management
Business Development
Financial Analysis
Venture Capital
Alternative Investments
Analysis
Matt Norris
Senior Finance Manager
Greater San Diego Area
Senior Finance Manager
Senior Financial Analyst - Property Management Division
Finance Manager
Finance Associate
Portfolio Manager
Associate
The University of Texas at Austin - Red McCombs School of Business
Claremont McKenna College
Recommendations: 0
Financial Modeling
Due Diligence
Valuation
Finance
Real Estate
Business Development
Operational finance
Government Contracting
Ian Campbell, MBA
Co-Owner
Greater San Diego Area
Co-Owner
Financial Services Manager
Portfolio Manager
Senior Credit Analyst
Business Banker
New Mexico State University
New Mexico State University
New Mexico State University
College of Commercial Credit
Recommendations: 0
Sarbanes-Oxley Act
Oracle
Product Management
Portfolio Management
SAP
Analysis
Management
Leadership
Fabrice Lapeyre
Managed Accounts Trading Supervisor, SMA Division
Greater San Diego Area
Managed Accounts Trading Supervisor, SMA Division
Managed Accounts Team Leader, SMA Division
Managed Accounts Trader, SMA division
Managed Accounts / Operations / Assistant Portfolio Manager
Fixed Income Trading Liaison (Consultant)
National University of San Diego
National University of San Diego
Sorbonne Nouvelle University, Paris III, France
Recommendations: 0
David Valeiras
Portfolio Manager, Partner
Greater San Diego Area
Portfolio Manager, Partner
Partner
Colgate University
The Bishop's School
Recommendations: 0
Economics
Equity Research
Financial Analysis
Thomson Reuters Eikon
Microsoft Excel
Real Estate
Equities
Portfolio Management
Walt Edwards, CFA
Director
Greater San Diego Area
Director
Senior Private Banker
President
Portfolio Manager
Financial Advisor
Financial Advisor
Pacific Coast Banking School @ University of Washington
University of California, Los Angeles
Recommendations: 0
Interest Rate Derivatives
Private Banking
Investment Advisory
Derivatives
Wealth Management
Banking
Fixed Income
Investment Management
Don Trent
Division Director
Greater San Diego Area
Division Director
Executive Vice President
Senior Vice President
Vice President, Portfolio Management
Portfolio Manager
University of Northern Colorado
Saint John's University
Recommendations: 0
Finance
Valuation
Portfolio Management
Banking
Risk Management
Financial Services
Financial Structuring
Mergers & Acquisitions
Gary Recker
Portfolio Manager, Senior Vice President
Greater San Diego Area
Portfolio Manager, Senior Vice President
Portfolio Manager, Vice President
Research Intern
Commercial District Sales
UCLA Anderson School of Management
San Diego State University-California State University
Saints
Recommendations: 0
Stock Picking
Portfolio Management
Investments
Asset Management
Equities
High Net Worth Individuals
Asset Allocation
Portfolios
Chris Pui Wah Kwok
Analyst
Greater San Diego Area
Analyst
Advisor of UCSD Chapter
Portfolio Manager
Summer Analyst
Intern
Intern
University of California, San Diego
Mills High School
Ying Wa College
Recommendations: 0
Economics
Stata
Research
Econometrics
Statistics
Mandarin
Matlab
Data Analysis
George Yarza
Portfolio Manager
Greater San Diego Area
Portfolio Manager
VP of International Business Development
Project Manager
Owner
Independent Associate
San Diego State University-California State University
Recommendations: 0
Renewable Energy
Entrepreneurship
Energy
Investments
Business Development
Business Strategy
Mergers & Acquisitions
Start-ups
Michael Harris
Vice President, Investment Management
Greater San Diego Area
Vice President, Investment Management
Portfolio Manager
Research
University of California, Los Angeles
Recommendations: 0
Asset Allocation
Investment Advisory
Estate Planning
Asset Management
Equities
Investments
Portfolio Management
Investment Management
Gunnar Thowsen
Associate Vice President, Financial Advisor, Senior Portfolio Manager
Greater San Diego Area
Associate Vice President, Financial Advisor, Senior Portfolio Manager
University of Chicago
Recommendations: 0
Doretta Debrick
Portfolio Manager
Greater San Diego Area
Portfolio Manager
Recommendations: 0
Michael Ma
Data Scientist
Greater San Diego Area
Data Scientist
Portfolio Manager
Data Scientist
Udacity
Udacity
Udacity
Recommendations: 0
Ray F.
EVP, Chief Financial Officer
Greater San Diego Area
EVP, Chief Financial Officer
Chief Accounting Officer / Chief Risk Officer
Portfolio Manager
Auditor
Bentley College
Recommendations: 0