- City and County of San Francisco (San Francisco, CA)
- …natural resources, and other specialty investments. Reporting to the Director or Associate Portfolio Manager ("APM") of Real Assets, the Managing Director ... the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors the activities… more
- Umpqua Bank (Walnut Creek, CA)
- …Middle Market credit requests comprised of working capital lines of credit, asset -based lines of credit, commercial real estate loans (Owner Occupied and Investor) ... shadowmanagea portfolio with CSM as part of training and development, with Underwriting Manager and Market Director mutual approval. + May oversee the work of other… more