Kenneth W.

Portfolio Administrator at Apriem Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Irvine, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Administrator
      • Sep 2021 - Present

    • United States
    • Restaurants
    • 700 & Above Employee
    • Associate
      • Jan 2019 - Oct 2021

      Fullerton, CA

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Co-Portfolio Manager of Equity
      • Jan 2021 - May 2021

    • Investment Analyst
      • Apr 2020 - Jan 2021

      Write, present, and collaborate investment reports on whether to buy or sell stocks, bonds, and other investment vehicles. Specializing in materials, energy, industrials, and commodities. Partner with other investment analysts in the remaining sectors to determine portfolio(s) weightings, strategy, and overall economic outlook.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Operations and Corporate Relations Assistant
      • Oct 2019 - May 2021

      Fullerton, California, United States

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Vice President
      • May 2020 - Jan 2021

    • Director of Equity
      • Jan 2020 - May 2020

    • Equity Lead
      • Aug 2019 - Dec 2019

    • Treasurer
      • Aug 2017 - May 2018

      Fullerton, California, United States Managed a budget of $100,000 provided by ASI at CSUF to help 15+ sport organizations and 300+ students to travel, compete, and obtain the proper equipment to represent CSUF through their hobbies.

    • United States
    • Defense and Space Manufacturing
    • 700 & Above Employee
    • Student Intern
      • Feb 2016 - May 2016

      San Diego Organized databases and parts list, logged work in Excel, created step-by-step PowerPoint on Excel functions (VLOOKUP) and worked in conjunction with a mentor to further industry knowledge.

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