Top Portfolio Managers in Greater Seattle Area
Karin Thompson Brown
Director Enterprise Project Management
Greater Seattle Area
Director Enterprise Project Management
Senior Management Consultant
Sr Manager Organizational Change Management Communications
Deputy Director, Strategy, Planning & Management for Global Policy & Advocacy
Senior Strategy and Management Consultant
FVP, Enterprise Portfolio Manager
Senior Vice President, Enterprise Risk Process Group
Manager, Capital Markets Strategic Analysis and Business Development
Manager, Process Management WaMu Corporate Consulting Services
Manufacturing and Automotive Global Knowledge Manager
Manager, Business Process Outsourcing and Contract Financial Services
Controller
Regis University
Fuller Theological Seminary
Recommendations: 27
Project Portfolio Management
Operational Excellence
Governance
Financial Services
Portfolio Management
Business Process Improvement
Risk Management
Financial Modeling
k****[email protected]
Bob Sendek, PMP
Global IT Portfolio Manager
Greater Seattle Area
Global IT Portfolio Manager
Divestiture Program Manager - ERP
Service Dispatcher/Technician
24G
Kaplan College
Windber Area High School
Recommendations: 19
Business Analysis
Project Management
Team Leadership
Strategic Planning
Operations Management
Supply Chain
Data Modeling
Service Management
s****[email protected]
Rebecca Dias
Product Portfolio Manager
Greater Seattle Area
Product Portfolio Manager
Senior Product Manager
Business Planner, Project Manager
VP of Software Development
Senior Product Planner
Group Product Manager
Santa Clara University
Durham University
Universidad Nacional Autónoma de México
Recommendations: 17
Contract Negotiation
Management
Scrum
Vendor Management
Market Research
Sales
Product Management
Enterprise Architecture
r****[email protected]
s****[email protected]
Jacqueline Jordan
Consumer Digital Experience
Greater Seattle Area
Consumer Digital Experience
Senior Consultant - AT&T Technology
Sr. Portfolio Manager
Sr. Enterprise Portfolio Manager
Senior Program Manager
Principal/Entrepreneur
IT Manager/Business Analyst
IT Manager/Business Analyst
San Francisco State University
The Wharton School of The University of Pennsylvania
Recommendations: 16
Resource Management
Risk Mitigation
Program Management
Process Optimization
Business Intelligence
Product Delivery
Agile
Financial Management
Syed Bukhari
Senior Manager, Digital Marketing
Greater Seattle Area
Senior Manager, Digital Marketing
Director, Marketing Operations
Director, Paid Media - West Region Team Lead
Associate Director, Search
Senior Search Manager / Search Supervisor
SEM Portfolio Manager
Search Marketing Specialist
Client Manager
Account Manager
Retail Merchandising Coordinator
Independent Consultant
Recommendations: 15
Google Adwords
Yahoo Search Marketing
Analysis
Keywords
MSN AdCenter
PPC
SEM
Omniture
b****[email protected]
Jill F Johnson
Investment Strategic Advisor
Greater Seattle Area
Investment Strategic Advisor
Director of Client Relationships
Founder/Designer
Portfolio Manager - Asset Allocation, Multi Strategies Team
Senior Investment Officer
Consultant
Co-Founder and Lead Portfolio Manager
Gestionnaire (Portfolio Manager)
Institutional Equity Derivatives Broker/Trader
Financial Translator
Financial Analyst
Accountant
Monterey Institute of International Studies, Fisher Graduate School of International Business
Reed College
College Cevenol, Chambon-sur-Lignon, France
Recommendations: 14
Asset Allocation
Investment Strategies
Asset Managment
Portfolio Management
Equities
Mutual Funds
Asset Management
Investments
j****[email protected]
Emmett McLaulin
Portfolio Manager & Acquisition Specialist
Greater Seattle Area
Portfolio Manager & Acquisition Specialist
Owner
Real Estate Broker
Crystal Mountain Freeride Coach
Coach
COO & Founder
Marketing Director
Project Manager
Canadian Customer Service Manager
Marketing Intern
University of Scranton
Seton Hall Prep
Recommendations: 14
Photography
Real Estate
Investment Properties
Contract Negotiation
Marketing
Sales
First Time Home Buyers
Investors
e****[email protected]
e****[email protected]
David Kim
Client Relationship Manager
Greater Seattle Area
Client Relationship Manager
VP Business Development
Senior Portfolio Analyst
Vice President, Technology & Life Sciences
Curator
Assistant Vice President, Portfolio Manager
University of Virginia - Darden Graduate School of Business Administration
Duke University
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Recommendations: 13
Entrepreneurship
Strategic Planning
Financial Analysis
Community Development
Teaching
Project Management
Business Development
Consulting
d****[email protected]
Maggie Pimentel
Sr. Portfolio Manager
Greater Seattle Area
Sr. Portfolio Manager
Program Manager
Production Manager
Site Administrator/Enterprise-wide Content Manager/Web Developer 1 & II
Recommendations: 10
Program Management
Content Management
Customer Relations
Strategic Planning
Portfolio Management
Customer Service
Change Management
SDLC
m****[email protected]
Vania Kurniawati
Technical Program Manager
Greater Seattle Area
Technical Program Manager
Senior Technical Program Manager
Software Development Engineer (Industry Explorer)
Company Name
American Express
PMO Portfolio Manager
University of Washington
SBGE at Seattle Pacific University
Stanford University
Recommendations: 9
v****[email protected]
v****[email protected]
Jonathan Biard
Business Management | Chief of Staff | Program Management - Global Talent Acquistion (GTA)
Greater Seattle Area
Business Management | Chief of Staff | Program Management - Global Talent Acquistion (GTA)
Senior Engineering Portfolio Manager - Worldwide Business Operations
Senior Principal Consultant - Global Talent Acquistion, Human Resources
IT Director | Ecommerce | Program Management Office - PMO
Vice President of Engineering | Ecommerce and Enterprise Systems | Enterprise Portfolio Manager
Director | Ecommerce Business Operations | Global Program Management - Microsoft Online Store
Director | Global Release Services Manager | Localization Management | Training and Readiness | PMO
Senior Marketing Program Manager | Global Relationship Marketing | Project Portfolio Manager
Lead Program Manager | MSN Carview Ecommerce Site Manager | EMEA Regional Leader
Henley Management College
University of Colorado at Boulder
Recommendations: 9
Program Management
E-commerce
Vendor Management
Strategy
Management
Enterprise Software
Software Development
Integration
j****[email protected]
j****[email protected]
Eric J. Veal
Technical Account Manager
Greater Seattle Area
Technical Account Manager
Digital Program Manager
Azure and Office Customer Programs PM
Customer Programs Portfolio Manager
Mobile Applications Consultant
Sharepoint Consultant
Business Intelligence Consultant
Sr. SharePoint Consultant
Consultant
Business Process Improvement Lead
Web Application Developer
University of Washington, Michael G. Foster School of Business
University of Washington, Michael G. Foster School of Business
Western Washington University
Recommendations: 9
SharePoint
Business Intelligence
Software Development
Agile Methodologies
Software Project Management
.NET
Business Analysis
Project Planning
e****[email protected]
Carolyn Galvin
Director of Industry Insights
Greater Seattle Area
Director of Industry Insights
Adjunct Associate Professor
Program Consultant
GigaOM PRO Analyst
Principal
Analyst Relations Manager
Portfolio Manager
Market Research and Competitive Analysis Manager
Various Competitive and Market Analyst Positions
Industry Manager and Industry Analyst
Intelligence Officer
Thunderbird School of Global Management
Georgetown University
Hood College
Recommendations: 9
Competitive Analysis
Customer Satisfaction
Market Research
Trend Analysis
Competitive Intelligence
Segmentation
Market Analysis
Mobile
Jaqui Van Wyck (Davis)
Business Program Manager
Greater Seattle Area
Business Program Manager
Operations Program Manager | Services Strategy & Operations
Consultant
Solution Program Manager
Senior Consultant
Project Manager
Program Coordinator
Project Coordinator
Junior Portfolio Manager
Project Manager
Assistant Project Manager
Research Assistant Intern
Assistant Manager - Intern
Assistant Manager - Intern
Customer Service Specialist
University of Washington
Issaquah High School
Recommendations: 8
Software Project Management
Research Project Management
SharePoint
MS Project
Requirements Gathering
Internal Communications
Communications Strategy
Visio
j****[email protected]
Patrick Lord
Business Design Lead
Greater Seattle Area
Business Design Lead
Senior Business Designer
MBA Consultant
Innovation Strategist
MBA Consultant
MBA/MS Consultant, Team Leader
Senior Manager
Senior Manager
Marketing Manager, New York City
Partner
Senior Analyst, Asset Management
Portfolio Manager, International Division
University of Michigan - Stephen M. Ross School of Business
Rotterdam School of Management (RSM), Erasmus University
University of Michigan - School of Natural Resources & Environment
University of California, Los Angeles Extension
University of California, Los Angeles
Recommendations: 7
p****[email protected]
Paras Bhuva
Solutions Architect
Greater Seattle Area
Solutions Architect
Solutions Architect
Technical Engagement Manager
Portfolio Manager
Programmer Analyst
University of Madras
University of Madras
Recommendations: 7
SDLC
Vendor Management
Requirements Gathering
Project Delivery
Information Technology
PMO
Program Management
E-commerce
p****[email protected]
Anastasiya Didok
Real Estate Broker
Greater Seattle Area
Real Estate Broker
Portfolio Manager
Community Director; Certified Mentor
Administrative Assistant
Administrative Assistant
Translator/Interpreter/Writer English/Russian
University of Puget Sound
Wheaton College (MA)
Barrington High School
School of Generosity
Recommendations: 6
Writing
Translation
Interpretation
Interpreter
Piano
Music
Organizing
Leasing
k****[email protected]
Jason Yunker
Executive Deal Lead, GEM Mobility
Greater Seattle Area
Executive Deal Lead, GEM Mobility
Portfolio Manager
Proposal Developer
Proposal Manager
Proposal Manager
IT Assistant
QA Tester
Seattle University
California State University-Chico
Hingham High '87
San Marin High School
Recommendations: 5
Wireless
Leadership
Enterprise Software
Sales
Marketing
Telecommunications
Change Management
Product Management
j****[email protected]
j****[email protected]
Sarita Viramontez
Games Portfolio Manager
Greater Seattle Area
Games Portfolio Manager
Senior Business Development Manager
Manager, Public Relations
Director, Public Relations
Sr. Account Supervisor
Promotions/Publicity Director
Recommendations: 4
Video Games
Casual Games
Mobile Games
Online Gaming
Social Games
Interactive...
Gambling
Console
s****[email protected]
s****[email protected]
Ben Yeager
Regenerative Sales Specialist
Greater Seattle Area
Regenerative Sales Specialist
President / Portfolio Manager
Craniofacial Device Sales Representative
Lieutenant (Junior Grade)
Tulane University
United States Naval Academy
Recommendations: 4
Surgical Device Sales
Operating Room Sales
Oral & Maxillofacial Surgery
Neurosurgery
Facial Plastic & Reconstructive Surgery
Surgical Instruments
Surgeons
Building Relationships
b****[email protected]
Jacob Epler
Account Manager
Greater Seattle Area
Account Manager
Global Technical Operations Manager - Vendor
Account Manager
Associate Product Manager
Account Services
Portfolio Manager
Management Trainee
Management Trainee
Washington State University
Recommendations: 4
Microsoft Office
Customer Service
Account Management
Sales
Marketing Strategy
Video Advertising
Marketing
Sales Support Tools
j****[email protected]
Leslie Ekas
Vice President, Financial and Core Transaction Services
Greater Seattle Area
Vice President, Financial and Core Transaction Services
Vice President, Technology
Senior Director, Global Customer Operations Technology
Portfolio Manager, IBM Enterprise Asset Management
Program Manager Tivoli Smarter Infrastructure
Worldwide Manager Rational ClearCase Product Development
University of California, Los Angeles
University of Washington
University of Washington
Recommendations: 3
Agile Methodologies
Agile Project Management
FileNet
Enterprise Software
Enterprise Content Management
Software Development
Software Project Management
Scrum
l*****@us.ibm.com
l****[email protected]
Susan Pugel
Senior Manager, Strategic Sales Programs
Greater Seattle Area
Senior Manager, Strategic Sales Programs
Sr Portfolio Manager
Special Projects Manager, National Sales
Sr. Account Executive, Marketing and Brand Development
Inside Account Manager, West Region, Retail Partner Sales
Manager, Program Management Operations - Sales Compensation Support and Design
Marketing Project Manager II
Director of Sales and Marketing
Office Manager
Regional Director
Washington State University
University of Washington
interlake high school
Recommendations: 3
Relationship Management
Account Management
Strategic Planning
Sales Management
Marketing
Program Management
Project Management
Process Improvement
s****[email protected]
Jennifer McKinney
Senior Consultant
Greater Seattle Area
Senior Consultant
Senior Program Manager
Premium Product Portfolio Manager
Sr. Program Manager (Insight Global)
Sr. Digital Project Manager
Cornell University
Eastern Washington University
Recommendations: 2
Vendor Management
SDLC
Project Management
Program Management
Tableau
Data Visualization
Management
Adobe Analytics
j****[email protected]
Colton Loder
Senior Portfolio Manager
Greater Seattle Area
Senior Portfolio Manager
Senior Risk Manager
Sr. Analyst
Sr. Analyst
Analyst III
Korean Sales Representative
Office Manager / Fly-fishing guide
Thunderbird School of Global Management
Brigham Young University
Freeman High School
Recommendations: 2
Investment Management
International Business...
Hedge Funds
Alternative Investments
Capital Markets
Korean
Emerging Markets
Due Diligence
c****[email protected]
l****[email protected]
Aalok Shah
Financial Planner - Global Sourcing and Manufacturing
Greater Seattle Area
Financial Planner - Global Sourcing and Manufacturing
Corporate Strategy and Marketing Consultant
Portfolio Manager
Financial Planning & Analysis Intern
Applied Strategy Consulting Project
Founder & CEO
Analyst
Junior Analyst
University of Washington, Michael G. Foster School of Business
University of Mumbai
University of Mumbai
Recommendations: 2
Finance
Corporate Finance
Financial Analysis
Financial Modeling
Project Finance
Investment Banking
Structured Finance
Capital Markets
a****[email protected]
Joseph Claeys
Credit Analysis Manager
Greater Seattle Area
Credit Analysis Manager
Vice President, Portfolio Manager
Vice President - Commercial Relationship Manager
Senior Account Executive
Vice President & Senior Lending Officer
Vice President & Manager
Assistant Training Director
Vice President - Relationship Manager
University of Phoenix
Seattle University, Albers School of Business
Shoreline Community College
Recommendations: 2
Financial Analysis
Portfolio Management
Project Management
Team Building
Business Development
Variance Analysis
Risk Management
Finance
p****[email protected]
Sana Registered
Entreprise Patent Portfolio Manager
Greater Seattle Area
Entreprise Patent Portfolio Manager
Founder
Senior Licensing Manager, Intellectual Property & Licensing
Portfolio Manager | Patent Agent
Visiting Researcher, R&D
Researcher
United States Patent & Trademark Office (USPTO)
The Hong Kong University of Science and Technology
The Hong Kong University of Science and Technology
Université de Carthage
Recommendations: 2
Licensing
Intellectual Property
Patents
Patent Prosecution
Patentability
Wireless
LTE
Cellular Communications
e****[email protected]
Karl Haisch
Broker / Consultant
Greater Seattle Area
Broker / Consultant
Board Member
Broker, Technical Director
Investment Manager (Goodman RE Portfolio)
Regional Portfolio Manager
Commercial Real Estate Sales, Investment and Leasing Broker
Account Executive (Intern)
Marketing Research (Intern)
University of Washington, Michael G. Foster School of Business
University of Washington
Recommendations: 2
Real Estate
Management
Leadership
Investments
Property Management
Budgets
Team Building
Marketing
k****[email protected]
k****[email protected]
Jordan Louie
Capital Markets Analyst
Greater Seattle Area
Capital Markets Analyst
Treasury Analyst
Portfolio Manager
Intern
University of Washington
University of Washington
Shorecrest High School
Recommendations: 1
Microsoft Excel
Leadership
Customer Service
Microsoft Office
Analysis
Credit
Portfolio Management
Sales
a****[email protected]
Tim Dillon
CEO & Board Of Director
Greater Seattle Area
CEO & Board Of Director
CEO | Board of Director
Managing Consultant
Senior Consultant
Senior Consultant
United States Congressional Candidate
Senior Engineering Manager - Hotels
Senior IT Portfolio Manager
Senior Director of IT Operations
Group Program Manager
Software Development Engineer - Windows Media Player
Software Engineer - MSNBC Online
Software Engineer - Direct X
University of Washington
Washington State University
Recommendations: 1
SaaS
Program Management
Software Development
Cloud Computing
Enterprise Software
Leadership
Agile Project Management
Agile Methodologies
Anna Soper
Senior Credit Analyst, Commercial Real Estate Finance, AVP
Greater Seattle Area
Senior Credit Analyst, Commercial Real Estate Finance, AVP
Board of Directors - Tour and Event Manager
Credit Analyst and Assistant Vice President
Portfolio Manager - Corporate Construction Lending
Board Member and Family Events Chair
Board of Directors - Librarian
Treasurer
Commercial Lender
Commercial Credit Analyst
Associate Commercial Real Estate Appraiser
Commercial Real Estate Loan Coordinator
Princeton University
Marysville-Pilchuck High School
Recommendations: 1
Loans
Commercial Lending
Lines Of Credit
Credit Analysis
Construction Loans
Small Business Lending
Credit
Banking
a****[email protected]
Dean Johnson
Sr Manager, IT PMO
Greater Seattle Area
Sr Manager, IT PMO
Sr Manager, Project Management Office
IT Application Portfolio Manager
Sr IT Project Manager
IT Senior Project Manager
Project Engineer
Capital Project Engineer
Senior Tool Engineer
Seattle University
University of Washington
Central Washington University
Recommendations: 1
SDLC
Project Planning
Project Management
MS Project
Project Portfolio Management
Project Finance
IT Management
Resource Management
d****[email protected]
Aimée CFA
Senior Vice President
Greater Seattle Area
Senior Vice President
Financial Advisor
Vice President & Associate Portfolio Manager
Research Associate / Intern
Seattle University
Shorewood High School
Recommendations: 1
Portfolio Management
Alternative Investments
Estate Planning
High Net Worth Individuals
Holistic Financial Planning
Income for Life
Executive Benefit Strategies
Life Planning
a*****@mwboone.com
John Charlebois
Senior Market and Credit Risk BI Analyst
Greater Seattle Area
Senior Market and Credit Risk BI Analyst
Treasury, Manager II
Portfolio Manager
Risk Manager
Ford Credit
Credit Risk Manager
The Johns Hopkins University - Carey Business School
The Johns Hopkins University
Towson University
Bellevue Community College
Recommendations: 1
Portfolio Management
Financial Modeling
Credit Risk
Financial Analysis
Operational Risk...
Analysis
Cash Flow Forecasting
Derivatives
j****[email protected]
Bryan Deptula, Ph.D.
Founder
Greater Seattle Area
Founder
Assistant Professor
Ph.D. Concentration: Management, Human Resource, & Organizational Behavior
Director of Sales and International Marketing
Director
Portfolio Manager
Fraud Specialist
Florida Atlantic University
INSEAD
Suffolk University - Sawyer School of Management
University of Delaware - Lerner College of Business and Economics
William Penn
Recommendations: 1
Business Development
Negotiation
New Business Development
Data Analysis
Marketing Research
Business Strategy
Management Consulting
Market Research
b****[email protected]
b****[email protected]
James Hua
Chief Investment Officer
Greater Seattle Area
Chief Investment Officer
Portfolio Manager
Investment Analyst
Controller
Financial Manager
Accountant
University of Washington
CFA Level I Candidate
Recommendations: 1
Analysis
Investments
Due Diligence
Risk Management
Investment Properties
Asset Management
Finance
Valuation
j****[email protected]
j*****@theintelligentinvestor.com
Lori Larsen
Director of Asset Management
Greater Seattle Area
Director of Asset Management
Portfolio Manager
Central Washington University
Recommendations: 0
Process Improvement
Coaching
Change Management
Customer Service
l*****@live.com
l****[email protected]
Jeff CFA
Head of US Fixed Income
Greater Seattle Area
Head of US Fixed Income
Research Analyst
Global Chief Investment Officer
Portfolio Manager
Chief Investment Officer, Fixed Income
Seattle University
University of Puget Sound
Recommendations: 0
j****[email protected]
Andrew Bartram, CFA
Board Of Directors
Greater Seattle Area
Board Of Directors
Middle Market Commercial Credit Portfolio Manager Team Lead, Vice President
Middle Market Commercial Credit Portfolio Manager
Middle Market Commercial Banking Relationship Manager
Middle Market Commercial Credit Portfolio Manager
Commercial Banking Portfolio Monitoring Analyst
Commercial Banking Credit Analyst
Western Washington University
Seattle Prep
Recommendations: 0
Commercial Lending
Commercial Banking
Asset Based Lending
Credit Analysis
Portfolio Management
Loans
Credit
Commercial Mortgages
b****[email protected]
Lisa Vipond
Advisory Board - Social Media & Technologies
Greater Seattle Area
Advisory Board - Social Media & Technologies
Board Director
Founding President, Member
Senior Business & Portfolio Manager
Senior Product Marketing Manager
Brand Manager - Football
Marketing Manager - Cycling
Brand Manager - Sports Nutrition
Institute of Integrative Nutrition
University of Washington
University of Washington
Western Washington University
Recommendations: 0
Brand Management
Strategic Planning
Strategic Partnerships
Business Development
Product Marketing
Marketing Communications
Social Media Marketing
Event Management
l****[email protected]
Valerie Kampe
President
Greater Seattle Area
President
Treasurer
Treasurer, Board of Trustees
Vice President, Investment Research
Principal/Portfolio Manager
Vice President/Portfolio Manager
Chief Financial Officer
Portfolio Manager
Treasurer, Board of Trustees
Research Analyst/Portfolio Manager
Senior Research Analyst
Vice President/Asset Manager
University of Pennsylvania - The Wharton School
MIHS
Recommendations: 0
Portfolio Management
Asset Allocation
Investments
Alternative Investments
Asset Management
Investment Strategies
Investment Management
Mutual Funds
v*****@kaufmankampe.com
Peter Sladic
Director of Finance, Treasury and Investments, Boeing Capital Corporation
Greater Seattle Area
Director of Finance, Treasury and Investments, Boeing Capital Corporation
Director, Treasury
Sr. Manager, Treasury
Manager, Treasury
Manager, Investor Relations
Portfolio Manager, Business Economics and Risk
Sales Executive, Planning and Strategy
Airline Analyst, Sales and Marketing
Operations Executive, Contracts
Performance Engineer, Core Engineering Flight Sciences
Methods Analyst, Manufacturing Engineering
Recommendations: 0
Corporate Finance
Capital Markets
Cross-functional Team Leadership
Portfolio Management
Valuation
p****[email protected]
p****[email protected]
Amanda Kearney
Construction Assistant
Greater Seattle Area
Construction Assistant
Portfolio Manager
Construction Site Administrator
Construction Coordinator
Senior Facilities Manager - Group Health
Senior Property Manager
Operations Manager - D.C.
Assistant Property Manager
Senior Asset Manager, WW Operations Real Estate
Vice President
Property Manager
Asset Manager, North America, Fulfillment
Director, Worldwide Asset Management
Leasing & Property Administrator
Wake Forest University
Calloway School of Business & Accountancy at Wake Forest University
Recommendations: 0
Corporate Real Estate
Real Estate Development
Commercial Real Estate
Contract Negotiation
Facilities Management
Leases
Property Management
Disposition
a****[email protected]
Cory Carlson
President
Greater Seattle Area
President
Portfolio Manager
Investment Manager
University of Washington, Michael G. Foster School of Business
Michigan State University
Recommendations: 0
Valuation
Financial Modeling
Investment Management
Asset Management
Portfolio Management
Investments
Fixed Income
Asset Managment
c****[email protected]
Scott Ventoza CIMA MBA
Wealth Advisor, Sr. Portfolio Manager
Greater Seattle Area
Wealth Advisor, Sr. Portfolio Manager
International Wealth Management Advisor
Sales & Operations Manager
Sr Finance Analyst
Boston University - School of Management
University of Pennsylvania - The Wharton School
University of Phoenix
University of Washington, Michael G. Foster School of Business
Recommendations: 0
s****[email protected]
Suzie Miller
District Manager
Greater Seattle Area
District Manager
Vice President of Operations/Designated Broker
Vice President/Broker
Vice President/Broker
Regional Portfolio Manager
Portfolio Manager
Area Manager
Recommendations: 0
Brokerage
Townhomes
Marketing
Residential Homes
Real Estate
Condos
Property Management
Apartments
m****[email protected]
Heather Stark (Nix)
Senior Portfolio Manager
Greater Seattle Area
Senior Portfolio Manager
Recommendations: 0
h****[email protected]
Brian Marlow, CFA
President, South Puget Sound Market
Greater Seattle Area
President, South Puget Sound Market
Market Manager, Key Private Bank
Regional Portfolio Manager
Area Portfolio Manager
Senior Portfolio Manager, Senior Vice President
University of Washington
Recommendations: 0
Portfolio Management
Wealth Management
Asset Allocation
Investments
Asset Management
Credit
Alternative Investments
Banking
b****[email protected]
Daniel Birk
President
Greater Seattle Area
President
Broker
Owner / Manager
Commercial Real Estate Manager
Distressed Asset Portfolio Manager
Analyst
Baruch College - The City University of New York
Recommendations: 0
Investments
Leadership
Marketing
Asset Managment
Strategic Planning
Portfolio Management
Brokerage
Finance
s****[email protected]
Amani Y. Harris
Financial Advisor - Second Vice President - Portfolio Manager
Greater Seattle Area
Financial Advisor - Second Vice President - Portfolio Manager
Seattle Pacific University - School of Business and Economics
Cameron University
Recommendations: 0
a****[email protected]
Ian Kerrigan, CFA
Executive Director
Greater Seattle Area
Executive Director
Board of Trustees
Vice President - Investments
Board of Directors
Vice President
Adjunct Professor
Chief Investment Officer
Portfolio Manager
Global Bond Team Associate
Boston University
Musicians Institute - GIT
Recommendations: 0
Portfolio Management
Private Banking
Private Wealth...
Financial Management
Investment Advisory
Portfolio Construction
Portfolio Strategy
Alternative Investments
k****[email protected]
Paul Hanken
Portfolio Manager
Greater Seattle Area
Portfolio Manager
Director of Residential Services
Seattle University
Recommendations: 0
Property Management
Real Estate
Investment Properties
Leases
Apartments
Real Estate Transactions
Investors
Condos
p****[email protected]
Noah Stockton
Portfolio Manager Team Lead, VP - Commercial Banking
Greater Seattle Area
Portfolio Manager Team Lead, VP - Commercial Banking
Credit Portfolio Mgr, VP
Commercial Real Estate Underwriter
Assistant Relationship Mgr
University of Washington, Michael G. Foster School of Business
James Madison University
Recommendations: 0
Commercial Lending
Commercial Banking
Credit Analysis
Loans
Credit
Credit Risk
Financial Analysis
Underwriting
Phillip J. Weber
Founder & Principal
Greater Seattle Area
Founder & Principal
VP - Investments, Portfolio Manager
VP - Wealth Advisor
Senior Accountant
Recommendations: 0
i*****@zeitcapital.com
Karena Schneider
Finance Director - Retail FP&A
Greater Seattle Area
Finance Director - Retail FP&A
Finance Director - Reservations
Finance Director - Worldwide Application Software
Assistant Trader
Finance Director - Worldwide Customer Service
Research Associate
Vice President, Finance
Vice President, AWS Infrastructure Finance
Sr. Manager/ Manager - International Customer Service
Vice President, Corporate Financial Planning and Analysis
Finance Manager - Operations
Associate Portfolio Manager
Finance Associate - Flight Profitability
Senior Finance Associate - Flight Profitability
Finance Director, AWS Infrastructure
Columbia Business School
University of Michigan
The London School of Economics and Political Science (LSE)
Recommendations: 0
Financial Analysis
Corporate Development
Strategic Analysis
Process Improvement
Financial Planning
International Business
Business Metrics
Acquisition Analysis
k****[email protected]
Zach Goldberg
Vice President - Wealth Management, CFP®, CRPS®; Portfolio Manager
Greater Seattle Area
Vice President - Wealth Management, CFP®, CRPS®; Portfolio Manager
Photographer
National Sales
VP - Sales
Sales Executive
Sales Executive
University of Puget Sound
Sunset High School
Graduated Second City Conservatory in 2006
Recommendations: 0
z****[email protected]
Diane CFA
Vice President, Equity Research Analyst
Greater Seattle Area
Vice President, Equity Research Analyst
Senior Equity Analyst - PWM Value Equity Research
Senior Vice President, Financial Advisor
Managing Director of Investment Banking
Portfolio Manager of Capital Management
Managing Director, Equity Institutional Sales
Director, Investment Analyst
Washington State University - College of Business and Economics
Recommendations: 0
Equities
Venture Capital
Portfolio Management
Equity Valuation
Wealth Management
Research
Investments
Valuation
d****[email protected]
E.J. Maloney
Vice President
Greater Seattle Area
Vice President
Portfolio Manager
Portfolio Manager
Property Manager
Building Manager
Tenant Services Coordinator
University of Washington
Washington State University
Recommendations: 0
Contract Management
Real Estate Transactions
Real Estate Development
Construction Management
Construction
Asset Managment
Apartments
Contract Negotiation
e****[email protected]
Brooke Beresh
Director - Product Management
Greater Seattle Area
Director - Product Management
Senior Portfolio Manager
Derivatives Marketer
Derivatives Marketing Analyst
University of Michigan - Stephen M. Ross School of Business
University of Michigan
Recommendations: 0
Alternative Investments
Derivatives
Portfolio Management
Valuation
Financial Modeling
Asset Allocation
Asset Managment
Equities
b****[email protected]
Dan Rutter, CFA, CIC
Analyst and Portfolio Manager
Greater Seattle Area
Analyst and Portfolio Manager
Director
Vice President/Senior Portfolio Manager & Analyst
Past President
Vice President - Senior Portfolio Manager & Analyst
Ass't. Vice President/Portfolio Manager & Analyst
Collateral Examination Officer
University of Washington
University of Washington
Central Washington University
Woodway High School
Recommendations: 0
Security analysis
Financial Planning
Portfolio Management
Investments
Security Analysis
Strategic Financial...
Equities
Mergers & Acquisitions
d*****@pim.org
Snehasish Ghosh
Senior Project Manager, Product Development
Greater Seattle Area
Senior Project Manager, Product Development
Project / Program and Portfolio Manager
Manager of PMO Office
Company Name
Philips Healthcare
Company Name
Philips Lighting
Tulane University
Presidency College
Recommendations: 0
DMAIC
Product Development
Six Sigma
Program Management
FMEA
Process Improvement
Product Launch
Product Life Cycle Management
s****[email protected]
David Simpson
Investment Service Analyst
Greater Seattle Area
Investment Service Analyst
Spring Associate
Associate Portfolio Consultant
Teaching Assistant
Portfolio Manager
Registered Representative
Consultant
Thunderbird School of Global Management
San Diego State University-California State University
Recommendations: 0
Portfolio Management
Investments
Valuation
Asset Allocation
Financial Analysis
Corporate Finance
Mutual Funds
Finance
d****[email protected]
Gino Perrina
Managing Director
Greater Seattle Area
Managing Director
Assistant Professor
Director, Investment Management
Portfolio Manager
Director, Global Equities
Chief Investment Officer
Head of Fixed Income Research
Managing Director
Texas Tech University
Recommendations: 0
Equities
Alternative Investments
Portfolio Management
Market Risk
Hedge Funds
Fixed Income
Derivatives
Asset Management
g****[email protected]
Amy Bautista
Portfolio Manager
Greater Seattle Area
Portfolio Manager
Vice President
Vice President
Student
Research Analyst
University of Washington
University of Washington, Michael G. Foster School of Business
Hamilton College
The London School of Economics and Political Science (LSE)
Recommendations: 0
Financial Modeling
Data Analysis
Financial Reporting
Corporate Finance
Financial Analysis
Analysis
Valuation
a****[email protected]
Brian Clancy
Portfolio Manager
Greater Seattle Area
Portfolio Manager
Equity Analyst/Portfolio Manager
Naval Flight Officer
University of Washington
United States Naval Academy
Recommendations: 0
s****[email protected]
Nick Severson
Product Owner
Greater Seattle Area
Product Owner
Chief of Staff
Business Operations Manager
Senior Program Manager
Portfolio Manager
Program Manager
Programmer Analyst
Web Developer
Happiness Engineer
Sr. Program Manager, Minecraft Education Edition
Western Washington University
Bellevue College
Recommendations: 0
Business Management
Business Operations
Program Management
People Management
Leadership
Business Process
Collaborative Problem...
Agile Methodologies
n****[email protected]
n*****@philnick.com
Rory Fish
Sr Fulfillment Program Manager, FC Ops Integration
Greater Seattle Area
Sr Fulfillment Program Manager, FC Ops Integration
Inventor / Operator
Multichannel Order Fulfillment Group Program Manager
Manager Seller Operations - Seller Support (TAM)
Senior Program Manager Seller Experience - Seller Support (TAM)
Senior Operations Manager Warehouse Deals
Senior Digital Text (Kindle) Operations Manager
Finance Portfolio Manager
Technical Program Consultant
Senior Program Manager Operations Integration
Operations Manager Fulfillment Center
Operations Manager
(refer to AEI Music Inc)
(refer to AEI Music Inc)
Western Governors University
Art Institute of Seattle
Rainier Beach
Coursera
MIT OpenCourseWare
UDACITY
Recommendations: 0
Program Management
Agile Project Management
Project Management
Metrics
Agile Methodologies
Account Management
Scrum
Customer Experience
f****[email protected]
Jason CFA
VP, Senior Portfolio Manager
Greater Seattle Area
VP, Senior Portfolio Manager
Financial Advisor
Assoc Portfolio Manager and Analyst
Assoc Portfolio Manager
University of Washington
Olympic College
Recommendations: 0
Portfolio Management
Investments
Asset Management
Strategic Financial Planning
Finance
Wealth Management
Financial Analysis
Loans
j****[email protected]
Pone Cooley
Portfolio Manager
Greater Seattle Area
Portfolio Manager
Service Manager
Personal Banker
Banquet Associate
Server
Central Washington University
Redmond High School
Recommendations: 0
p****[email protected]
Eric Ellingson
Sales Account Manager
Greater Seattle Area
Sales Account Manager
Executive Vice President
Trading Analyst
Associate Portfolio Manager
Relationship Manager
Seattle Pacific University - School of Business and Economics
Gig Harbor High School
Recommendations: 0
Bloomberg
Family Business
Investments
Entrepreneurship
Financial Analysis
Private Companies
Sales
e****[email protected]
Christi Shaw
Corporate Banking Portfolio Manager
Greater Seattle Area
Corporate Banking Portfolio Manager
Relationship Manager
Commercial Loan Documentation Specialist
Montana State University-Bozeman
Recommendations: 0
Credit
Banking
Loans
Portfolio Management
Financial Analysis
Cash Flow
Risk Management
Management
s****[email protected]
Chance LaFleur
City Councilman
Greater Seattle Area
City Councilman
Portfolio Manager, Operations Finance Manager, Director of Maintenance Operations
Central Washington University
Central Washington University
Recommendations: 0
Apartments
Real Estate Development
Real Estate
Property Management
Investment Properties
Selling
Yardi
Disposition
c****[email protected]
Cameron Randall
IT Director
Greater Seattle Area
IT Director
Vice President Information Technology
Developer / Senior Project Manager
President / Business Owner
SAP Sr. Program Manager
IT Director
Director IT Operations
IT Security Director
Software Programmer
Project / Program / Portfolio Manager
Simon Fraser University
Brandon University
Recommendations: 0
EDI
Project Management
ERP
Process Improvement
SharePoint
SAP
Business Analysis
SAP R/3
c****[email protected]
Brian Griffin
VP Product Development
Greater Seattle Area
VP Product Development
Head of Product
Principal Product Manager with Amazon Instant Video
VP Video Platform Product Management - Global Digital Media
Portfolio Manager
Co-Founder
Emerson College
Recommendations: 0
b****[email protected]
g****[email protected]
Susan Donnan
Vice President - Wealth Management, Financial Advisor, Portfolio Manager
Greater Seattle Area
Vice President - Wealth Management, Financial Advisor, Portfolio Manager
Washington State University
Recommendations: 0
s****[email protected]
s****[email protected]
Nick CAIA
Senior VP, Senior Portfolio Manager
Greater Seattle Area
Senior VP, Senior Portfolio Manager
VP, Senior Portfolio Manager
Portfolio Manager
Associate Portfolio Manager
Director, Wealth Advisor
University of Washington - Michael G. Foster School of Business
University of Puget Sound
Recommendations: 0
n****[email protected]
Elizabeth MacElwee Jones
Founder
Greater Seattle Area
Founder
Managing Director, Portfolio Analysis
Principal, Global Marketing, MSCI
Vice President, Portfolio Manager
New York University, Stern School of Business
Carnegie Mellon University
Recommendations: 0
Asset Allocation
Equities
Asset Managment
Investments
Fixed Income
Portfolio Management
e****[email protected]
Mike ChFC
Wealth Manager, Research Analyst and Financial Planner
Greater Seattle Area
Wealth Manager, Research Analyst and Financial Planner
Senior Investment Manager
Portfolio Manager
Trust Services
Customer Service
Whitworth University
The American College
Recommendations: 0
Alternative Investments
Budgets
Cash Flow Analysis
Collaborative Solutions
College Savings Strategies
Distribution Strategies
Employee Stock Options
Equities
m*****@badgley.com
Nick Poborka
Innovation Portfolio Manager
Greater Seattle Area
Innovation Portfolio Manager
Co-Founder
Software Engineer
Software Engineer
Mississippi State University
Recommendations: 0
MES
SCADA
.NET
C#
SQL
MVVM
LINQ
XML
m****[email protected]
Todd Jablonski
Chief Investment Officer, Head of Asset Allocation
Greater Seattle Area
Chief Investment Officer, Head of Asset Allocation
Portfolio Manager
Equity Analyst
Portfolio Manager
Chief Investment Officer of Principal Global Asset Allocation
Quantitative Investment Strategist
NYU Stern School of Business
University of Virginia
Recommendations: 0
Hedge Funds
Asset Managment
Portfolio Management
Equities
Investments
Asset Allocation
Fixed Income
Financial Modeling
j****[email protected]
Joon Maeng, Ph. D.
Patent Consultant
Greater Seattle Area
Patent Consultant
List of US Patents
Patent Portfolio Architect
Senior Patent Portfolio Manager
Director of Standards and Advanced Technology
Chief Scientist/Chairman of Patent Committee
Assistant Professor
The University of Texas at Austin
The University of Texas at Austin
Recommendations: 0
Intellectual Property
Patents
Telecommunications
VoIP
Wireless
Competitive Analysis
Patent Analysis
Intellectual Property...
j****[email protected]
Dino DeVita
President
Greater Seattle Area
President
National Private Client Services Segment Leader
Managing Director
Portfolio Manager
Northwestern University - Kellogg School of Management
Ripon College
Marquette University High School
Recommendations: 0
Investment Management
Team Leadership
Strategic Planning
Wealth Management
Change Management
New Business Development
ETFs
Mutual Funds
d*****@ntrs.com
Gaurav Kumar
Head of Customer Success - HERE Predictive Analytics
Greater Seattle Area
Head of Customer Success - HERE Predictive Analytics
Director of Strategic Accounts
Senior Portfolio Manager
Senior Business Development Manager
Relationship Manager for Microsoft Corporation
Business Leader for State Farm Insurance
Technical Consultant at State Farm Insurance
Project Development Lead
University of Melbourne
National Institute of Technology
National Public School, Bangalore
St. Peters Academy
Recommendations: 0
Cloud
Infrastructure
Management
Marketing
Vendor Management
IT Strategy
Account Management
Solution Selling
g****[email protected]
g****[email protected]
Kyle Epstein
Senior Relationship Manager
Greater Seattle Area
Senior Relationship Manager
Senior Relationship Manager
Senior Portfolio Manager
Portfolio Manager
University of Massachusetts at Amherst - Isenberg School of Management
California Polytechnic State University-San Luis Obispo
Recommendations: 0
Portfolio Management
Credit Risk
Financial Analysis
Underwriting
Commercial Banking
Management
Forecasting
Financial Reporting
k****[email protected]
Devin Bean
Assistant General Manager (Project Manager) / Sales & Leasing Consultant
Greater Seattle Area
Assistant General Manager (Project Manager) / Sales & Leasing Consultant
Residual Value Risk Manager at Toyota Financial Services
Senior Program Manager
Senior Associate
Associate
Corporate Portfolio Manager
Six Sigma/Quality Improvement Project Manager
Supervisor - Credit Analysis
Senior Portfolio Risk Analyst
Senior Residual Risk Analyst
Consultant / Residual Risk Manager
Residual Risk Analyst
Risk & Process Consultant
Consultant to Product Planning
National Manager, Residual Value Risk at Toyota Financial Services
Duke University
Recommendations: 0
Financial Modeling
Process Improvement
Management
Portfolio Management
Data Analysis
Access
Finance
Credit Analysis
d****[email protected]
Nicholas Klein
Senior Portfolio Manager
Greater Seattle Area
Senior Portfolio Manager
Project Management
Business Reboot Project
Website Re-launch Project: (with eCommerce)
Project Management
Project Management
Project Management (beta launch)
Engineering Assistant
Real Estate Broker
Plat Manager (real estate)
University of Washington
Recommendations: 0
Portfolio Management
Project Management
Project Portfolio Management
Portfolio Optimization
Business Intelligence
Budgets
Contract Negotiation
Management
n*****@nickklein.com
Smitt Rojanasthien
Portfolio Manager - Moët Hennessy
Greater Seattle Area
Portfolio Manager - Moët Hennessy
Sales Consultant
Bar and Beverage Manager, Sommelier
Account Manager
Sommelier, Captain
Bartender
University of Washington, Michael G. Foster School of Business
University of Washington
Recommendations: 0
Wine
Event Management
Customer Service
Sales
Wine Tasting
Inventory Management
Team Building
Budgets
t****[email protected]
s****[email protected]
Whitney Nicholson
Portfolio Manager
Greater Seattle Area
Portfolio Manager
Business Office Manager
Sales Representative
Tasting Room Manager
District Manager
Sales Representative
CSULB
Bakersfield College
Recommendations: 0
Sales
Management
Sales Presentations
Relationship Management
Event Management
Leadership Development
Microsoft Office
Account Management
w****[email protected]
Karolina Simons, CPM®, LEED Green Associate
Portfolio Manager
Greater Seattle Area
Portfolio Manager
Property Manager
Property Manager
University of Washington
City University of Seattle
University of Washington
Recommendations: 0
Customer Service
Budget Preparation
Budget Tracking
Staff Supervision
Capital Projects
Event Planning
Property Management
Office Management
k****[email protected]
k****[email protected]
Randall CFA
Chief Investment Officer
Greater Seattle Area
Chief Investment Officer
Partner and Portfolio Manager
Director of Quantitative Research and Fund Management
Financial Advisor/Senior Portfolio Manager
The University of Chicago - Booth School of Business
Simon Fraser University
Recommendations: 0
Asset Management
Portfolio Management
Investments
Investment Strategies
Hedge Funds
Equities
Asset Allocation
Alternative Investments
r****[email protected]
Scott Severs
Senior Portfolio Manager
Greater Seattle Area
Senior Portfolio Manager
Principal
Principal
Seattle University
University of Notre Dame
Brophy College Prep
Recommendations: 0
Portfolio Management
Financial Planning
Non-profits
Behavioral Finance
Investments
ETFs
Asset Management
s****[email protected]
Raghu Kandala
Global Head & Industry Principal - Analytics & Data Science (Healthcare & Life Sciences)
Greater Seattle Area
Global Head & Industry Principal - Analytics & Data Science (Healthcare & Life Sciences)
Principal Data Scientist
Director - Analytics & Data Sciences
Senior Data Scientist & Analytics SME (Wipro)
Practice Manager & Strategic Consultant - Analytics
Portfolio Manager & SME - Analytics (Wipro)
Indian Council of Agricultural Research (ICAR)
Andhra University
Recommendations: 0
r****[email protected]
r****[email protected]
Steven Hoke, CFP®
Vice President | Financial Advisor | Portfolio Manager
Greater Seattle Area
Vice President | Financial Advisor | Portfolio Manager
Associate Faculty - Economics and Business
Vice President | Financial Advisor
Private Client Advisor
Summer Associate - Private Client Services
Asset Manager
University of Washington, Michael G. Foster School of Business
Westmont College
Recommendations: 0
s****[email protected]
Henry Darakhovskiy
SVP, Capital Markets and Balance Sheet Portfolio Management
Greater Seattle Area
SVP, Capital Markets and Balance Sheet Portfolio Management
Sr. VP & Director of Portfolio Management. Sr. VP & Director of Risk Management
Visiting Professor
Founder
Sr. VP, Head of Capital Markets Strategy. Sr. VP, Sr. Portfolio Manager
Director of Strategy and Research, Securities Sales & Trading Group (MBS broker dealer)
Sr. Strategist
Sr. Financial Analyst, Joint Ventures, Investments
University of Rochester - Simon Business School
Recommendations: 0
Fixed Income
Portfolio Management
Hedging
Capital Markets
Mortgage Banking
Mortgage Servicing Rights
Pipeline Warehouse
ALM
h****[email protected]
Wilson Ma, CFA, FRM
Portfolio Manager
Greater Seattle Area
Portfolio Manager
University of Washington, Michael G. Foster School of Business
Recommendations: 0
Valuation
Financial Modeling
Risk Management
Hedge Funds
Alternative Investments
R
Portfolio Management
Fixed Income
t****[email protected]
M. CFA
Owner | Portfolio Manager
Greater Seattle Area
Owner | Portfolio Manager
Investment professional
Investment professional
Cornell Johnson Graduate School of Management
Santa Clara University
Recommendations: 0
a****[email protected]
Larina Davis
Lecturer
Greater Seattle Area
Lecturer
Consultant
Portfolio Manager
Vice President
Associate Financial Consultant
Associate, Quantitative Equities
Summer Associate
Massachusetts Institute of Technology
University of Washington
Recommendations: 0
l****[email protected]
Dana Harken
Senior Investment Manager
Greater Seattle Area
Senior Investment Manager
Portfolio Manager
Financial Consultant
Seattle University
University of Washington
Recommendations: 0
Asset Allocation
Portfolio Management
Wealth Management
Asset Management
Investment Management
Investments
Customer Service
Series 7
h****[email protected]
Kurt Lehrmann
VP of Correspondent Sales
Greater Seattle Area
VP of Correspondent Sales
Regional Manager of TeamPNW (National Wholesale Sales Account Executive Team)
Account Executive - Western United States
Sales Account Manager
Portfolio Manager
Portfolio Analyst/Trader
University of Washington
University of Washington
Recommendations: 0
Leadership
Investments
Business Development
FHA
Loans
Real Estate
Banking
Sales
k****[email protected]
