Portfolio Allocation professionals in United States

Explore 79 portfolio allocation professionals in United States

79people found for Portfolio Allocation

Premium Profiles

Ravindra Mehru

Senior Investment Banking Professional

Sector Expertise: Manufacturing, Infrastructure, Agribusiness, & ServicesTransaction Execution: Origination, Structuring, Negotiation, and ClosingFinancial & Risk Analysis+13

Senior investment professional with 20+ years of experience managing large-scale, cross-border credit and investment portfolios

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Chase Purnell

Talent

Investment & Portfolio Analyst | Asset Allocation

San Francisco, San Francisco County

Investment & Portfolio Analyst | Asset Allocation

Kyndall Richburg

Talent

School of Business & Industry, Economics Scholar at Florida Agricultural and Mechanical University

Atlanta

Microsoft ExcelData AnalysisReporting & Documentation+3

estate coursework, and a disciplined approach well-suited for a Real Estate Analyst Intern supporting corporate property portfolios

Vera Kaeppler

Talent

Allocator to hedge funds and VC

Miami, Miami-Dade County$150/hour

Hire their services

Allocator to hedge funds and VC

Tim Schwarz

Talent

Portfolio Manager

Stamford, Town of Stamford, Fairfield

Portfolio Manager

Charlton Strait

Talent

Analyst and Trader

Reno, Washoe

I have been working on the portfolio management & trading team at a convertible bond investment management firm for

Etta Mayo

Talent

Business Developer and HR Specialist at OKCoin

Miami, Miami-Dade County

Assets Allocation is the key to portfolio management.

Darsh Suresh

Talent

Financial Analyst/Project Manager/Business Analyst

Washington, D.C., Washington$50/hour

Hire their servicescapital markets analystproject managerbusiness analyst+2

Proven ability to manage large datasets, perform market and risk analysis, and generate actionable insights that enhance portfolio

Mahesh Shrikant Sohoni

Talent

Equity Research

Washington, Washington$30/hour

Hire their servicesmanagement consultingequity researchfinancial analysis+1

Skills: Equity Research, Portfolio Management, Portfolio Reporting, Management Consulting, Data Visualization

Amani Smith

Talent

Certified Life Coach | Program/Account Manager

El Paso, El Paso

Skilled in program development, resource allocation, and relationship management.

Joe Ruff

Talent

Essex Asset Management | Intern

Los Angeles, Los Angeles

allocation and risk-return analysisConducted fundamental research and prepared valuation analyses that contributed

John Kosecoff

Talent

Fundamental Financial Analyst

Laguna Woods, Orange$35/hour

Hire their servicesasset managerinvestment consultantfinancial analyst+2

Managed Separate Account portfolios.

Peter Flores

Talent

Senior Portfolio Manager, AVP

Austin, Travis

Senior Portfolio Manager, AVP

Joseph Bonczek

Talent

Student

West Atlantic City, Township of Egg Harbor, Atlantic

I worked with the team’s advisors in the development of portfolio allocation strategies for clients through researching and

Gerasimos Efhtimiatos

Talent

CEO & Managing Partner @ Chesapeake Asset Mgmt

New York City, New York

Advise family offices, endowments, and foundations on asset allocation and investment selection.

Mary Adeyi

Talent

Snr. ServiceNow Business Analyst

Texas City, Galveston$50/hour

Hire their servicesservicenow consultantfunctional leadservicenow business analyst

integrated master schedules using Microsoft Project and Primavera P6; defined scope, milestones, dependencies, and resource allocation

Kendric Embree

Talent

Operations Guru

North Atlanta

Cross-Functional LeadershipVendor & Supplier ManagementProcess Improvement+9

frameworks and performance metrics. • Collaborated with senior leadership on operational strategy to optimize resource allocation

Vince Tamburello

Talent

Master of Finance Student

Miami, Miami-Dade County

of finance I am most interested in is wealth management, more specifically, comprehensive financial planning and asset allocation

Christopher Verner

Talent

Channel Sales Executive & Solution Architect

Boise, Ada$200/hour

Hire their servicescustomer successdata governancetechnical sales leadership+2

▪ Focused primarily on ramping up business through strategic planning, resource allocation, and performance monitoring

Adesegun Adenopo

Talent

Financial Analyst

Dallas Downtown, Dallas

with $.2 million AUM, making investment decisions (buy/hold/sell) and optimizing asset allocation using Excel and Python

Jamie Dubauskas

Talent

Quantitative Trader

Jupiter, Palm Beach

I then interned at a white label ETF issuer & hedge fund, Alpha Architect the next summer as a junior portfolio manager

Top locations

New york city, New york6 Denver4 Los angeles4 Washington, D.c.4 Miami, Miami-dade county3 San jose, Santa clara2 Stamford, Town of stamford, Fairfield2 Arvada, Jefferson1 Atlanta1 Atlanta, Fulton1 Austin, Travis1 Berrien springs, Charter township of oronoko, Berrien1

Industries

Finance & Insurance25 Technology & Media9 Consulting7 Construction6 Marketing5 Entertainment & Recreation2 Engineering2 Sales2 Healthcare2 Administrative Services1 Consumer Services1 Education1 Utilities1 Human Resources1 Real Estate1 Retail1 Science1

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Katesha Prater

Talent

Professional Credit and Collections Supervisor

Lawrenceville

SAPSalesforcePROS+8

Jamee Fields

Talent

Project Management Professional & Coach

Seattle, City of Seattle, King$80/hour

Hire their servicesproject managerprogram managerportfolio manager+1

Theresa Gilmore

Talent

PMP - Credit Risk Manager

The Villages, Sumter$80/hour

Hire their servicesprocess improvementcredit risk managerfinancial analyst+2

Lloyd Parchment

Talent

Project Manager

Orlando, Orange$105/hour

Hire their servicesproject managertechnical project managementagile

Sheila Ansary

Talent

Senior Client Services Associate

Austin

Data AnalysisFinancial AnalysisManagerial Accounting+11

Raghuram Prasad Nallagatla

Talent

Project Manager

West Palm Beach, Palm Beach$65/hour

Hire their servicesagile methodologiescloud operationsproject manager+3

Aristide Soh

Talent

Project Manager

New York City, New York$55/hour

Hire their servicessubcontractor managementbudget oversightconstruction project management+4

Evelyn Shi

Talent

Financial Analyst

San Diego, San Diego$38/hour

Hire their servicesfinancial analystinvestment analyst

Robert Jakobi

Talent

Full Stack Developer

Miami Beach, Miami-Dade County$70/hour

Hire their servicesscrum masteragile coachproject manager+1