Portfolio Management
Investment management is the professional asset management of various securities and other assets in order to meet specified investment goals for the benefit of the investors. Investors may be institutions or private investors.
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11 Portfolio Management employees in database. Find out everything there's to know about Portfolio Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Portfolio Management Employees
Third Sector Capital Partners August 2014 - Present
Social Enterprise Associates June 2013 - August 2014
Portfolio Management October 2010 - July 2013
PNC Financial Services Group July 2009 - September 2010
Sandia National Laboratories July 2004 - April 2008
Skills
Financial Modeling, Financial Analysis, Investments, Data Analysis, Portfolio Management, Risk Management, VBA, Statistics, SQL, Matlab, Risk Analytics, Investment Banking, Monte Carlo Simulation, Java, Research, Microsoft Excel, Finance
Education
Columbia Engineering 2008 — 2009
M.S, Financial Engineering
The University of New Mexico 2003 — 2008
B.S., Physics and Applied Mathematics
Santa Fe Institute
TD May 2014 - Present
TD Bank April 2012 - Present
TD Bank April 2010 - April 2012
Aktiv Kapital March 2004 - January 2009
Portfolio Management September 2001 - March 2004
Skills
Call Center, Negotiation, Credit, Credit Risk, Coaching, Portfolio Management, Risk, Risk Management, Change Management, Compliance, Customer Relations, Customer Service, Excel, Employee Relations, Microsoft Office, Process Improvement, Time Management, Team Building, Call Centers, Performance Management, Vendor Management, Financial Risk, Analysis, Financial Analysis, Microsoft Excel, Retail Banking
Education
The University of Western Ontario 2011 — 2015
CIM, Business Administration, Management and Operations
Fanshawe College 2006 — 2009
Corporate Training Certificate, Organizational Development
SEINS Insurance Agency May 2013 - Present
Portfolio Management August 2012 - Present
Merrill Lynch May 2014 - August 2014
Skills
Leadership, Analysis, Portfolio Management, Public Speaking, Customer Service, Teamwork, Life Insurance, Fundraising, Research, Financial Analysis, Bloomberg Terminal, Fixed Income, Microsoft Word
Education
Marist College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wayne Valley High School 2008 — 2012
Portfolio Management April 1999 - Present
Riyad Bank, Dammam, Saudi Arabia February 1998 - April 1999
Huntington National Bank August 1988 - April 1995
Source Financial Consulting, Ltd. September 1985 - August 1988
US Small Business Administration June 1980 - September 1985
USBank (formerly First Wisconsin National Bank of Milwaukee) May 1978 - June 1980
International Business Machines Corp. June 1977 - August 1977
Skills
Financial Modeling, Entrepreneurship, Management, Investments, Portfolio Management, Asset Managment, Valuation, Financial Analysis, Due Diligence, Finance, Strategic Financial..., Private Equity, Loans, Credit
Education
University of Notre Dame 1976 — 1978
MBA, Finance
Indiana University 1971 — 1975
BS, Bus. Adm., Finance
Portfolio Management August 2011 - Present
Skills
Hedge Funds, Alternative Investments, Private Equity, Portfolio Management, Investment Banking, Venture Capital, Options, Investments, Asset Management, Derivatives, Capital Markets, Valuation, Trading
Education
St. Thomas Aquinas College 2008 — 2011
Bachelor's degree, International Business
Wheelhouse Capital Partners January 2015 - Present
portfolio management January 2014 - Present
Quorum Health Resources (QHR) March 2006 - December 2013
Business Strategies Group January 2005 - February 2006
Emdeon (formerly WebMD) January 2001 - December 2004
2 start-up ventures January 1998 - December 2000
HCA Healthcare Corp March 1997 - December 1997
Healthways (formerly American Healthcorp) July 1993 - February 1997
Skills
Acquisitions, Operations Management, Operational Turnaround, Turnaround Experience, Turnaround Strategy, Growth Strategies, Marketing Strategy, Product Development, Healthcare Industry, Healthcare Information..., Turn Around Management, Hospitals, Healthcare Management, Healthcare, Revenue Cycle, Medicaid, Healthcare Consulting, Managed Care, Physicians, Performance Improvement, Executive Management, Physician Relations, Revenue Cycle Management, HIPAA, EHR, Practice Management, EMR, Quality Improvement, Informatics, Mergers & Acquisitions, Acquisition Integration
Education
Vanderbilt University 1990 — 1992
MBA
Vanderbilt University 1979 — 1983
BS
Harvard Law School
Program on Negotiation
Motorola University
Six Sigma Greenbelt Certification
Portfolio Management January 2014 - Present
BI-LO, LLC June 1991 - December 2013
Ahold Information Services 1997 - 2005
Computer Management Sciences January 1990 - June 1991
Skills
Retail, Vendor Management, Visio, SDLC, SQL, Inventory Management, Business Analysis, Oracle, Business Intelligence, Process Improvement, DB2, Data Warehousing, COBOL, Databases, Integration, Troubleshooting, Sourcing, PowerPoint, Grocery, Pricing, Supply Chain, Merchandising, Analysis, Software Documentation, IT Management, IT Strategy, SharePoint, ITIL, Management, Cross-functional Team..., Business Process, Team Leadership, Leadership, Requirements Analysis, Business Process..., Information Technology, Software Project..., Analytics, Systems Analysis, Nielsen, Access, Disaster Recovery, Project Management, Logistics, Enterprise Architecture
Education
University of South Carolina - The Moore School of Business 1976 — 1980
BS, Business; Management Science
University of South Carolina-Columbia
Bachelor of Science (BS), Business Administration, Management Science
Telenor Bulgaria December 2013 - Present
Darik May 2012 - February 2015
Cosmo Bulgaria Mobile June 2010 - December 2013
City Capital - FXCM Partner in Bulgaria February 2009 - June 2012
Trader Management Company July 2011 - September 2011
Portfolio Management January 2006 - December 2009
Euro-time 2001 Ltd November 2006 - October 2008
BenchMark Finance (WLP of SAXOBANK) November 2005 - September 2006
Skills
Financial Modeling, Budgeting, Team Management, Variance Analysis, FX, Hedging, Currency, Trading, Portfolio Management, Capital Markets, FX trading, Financial Markets, Financial Analysis, Investments, Treasury Management, Risk, Trading Systems, Asset Management, Technical Analysis, Liquidity, Risk Management, Cash Management, Analysis, Industry Analysis, Traders, Cash, FX Options, Asset Managment, Financial Risk, Hedge Funds, Bloomberg, Financial Structuring, Equities, Commodity, Corporate Finance, Electronic Trading, Treasury, Budgets, Derivatives, Finance, Options, Investment Banking, Fixed Income, Bonds, Foreign Exchange, Equity Trading, Strategy, Banking, Emerging Markets, Forecasting
Education
Universitet za nacionalno i svetovno stopanstvo 1999 — 2005
Master, Finance
Strategic Asset Solutions, LLC November 2013 - Present
PNC February 2013 - November 2013
Moss Group March 2010 - 2013
Portfolio Management 2007 - 2010
Education
University of California, Santa Barbara 2003 — 2007
Bachelor's degree, Global and International Studies
Chaminade College Preparatory 1999 — 2003
High School Diploma
Berkeley Hills Golf Club CFOGeorgia Environmental Facilities Authority2003 - June 2011
Georgia Student Finance Commission 2000 - 2003
Portfolio Management 1996 - 2000
U.S. Dept. of Treasury, FDIC/RTC 1990 - 1996
ComFed Savings Bank, FSB 1983 - 1990
Union Federal Savings Bank 1971 - 1983
Skills
Banking, Management, Insurance, Loans, Analysis, Financial Analysis, Budgets, Forecasting, Portfolio Management, Due Diligence, Strategic Planning, Retail Banking, Financial Services, Finance
Education
Western New England College School of Law 1982 — 1986
JD, Business/Commercial Law
Indiana University Bloomington 1977 — 1979
Graduate School of Banking
University of Massachusetts, Amherst 1975 — 1976
MBA, Finance
Massachusetts College of Liberal Arts 1973 — 1974
BS, Management
IAP Worldwide Services January 2013 - Present
Sotera Defense Solutions August 2012 - May 2013
Portfolio Management July 2011 - August 2012
Serco January 2010 - October 2010
Serco June 2008 - January 2010
BAE Systems January 2008 - June 2008
BAE Systems January 2007 - January 2008
Solvern Innovations Inc January 2006 - January 2007
Skill Storm Inc September 2005 - May 2006
Scheduler/Customer Service March 2005 - September 2005
Skills
Personnel Security, Technical Writing, Information Assurance, Remedy Ticketing System, DoD, Security, Military, Intelligence, Testing, Information Security, Integration, Analysis, Configuration Management, Proposal Writing
Education
Security+ CE 2012 — 2012
Certification, Security+
Corry Station Naval Technical Training Center 2000 — 2000
Crytoplogy, A
Advance Morse Code Interceptor and Communications Locator/Interceptor Course 1999 — 1999
Basic and Advanced Morse Code, A
Penn State University 1995 — 1998
Associate's Degree