Senior Portfolio Administrator And Fixed Income Trader
Current
Feb 2020 - Present
AeroLeads people directory · profile
Ayse Pehlivan Email & Phone Number
Senior Portfolio Administrator and Fixed Income Trader
at
Summitry
3 work emails found
@golubgroup.com
5 phones found area 415 and 650
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Portfolio Administrator and Fixed Income Trader
Location
San Francisco, California, United States
Company size
Who is Ayse Pehlivan? Overview
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Quick answer
Ayse Pehlivan is listed as Senior Portfolio Administrator and Fixed Income Trader at Summitry, a company with 37 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at golubgroup.com, phone signal with area code 415, 650, and a matched LinkedIn profile for Ayse Pehlivan.
Ayse Pehlivan previously worked as Portfolio Administrator and Financial Analyst at Golub Group, Llc and Analyst at Golub Group, Llc. Ayse Pehlivan holds Mba, Finance from Golden Gate University.
Company email context
Email format at Summitry
This section adds company-level context without repeating Ayse Pehlivan's masked contact details.
{first}@golubgroup.com
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AeroLeads found 3 current-domain work email signals for Ayse Pehlivan. Compare company email patterns before reaching out.
Profile bio
About Ayse Pehlivan
Portfolio Administrator and Financial Analyst with broad experience in equity and fixed income trading, investment management, research, client relations, budgeting, forecasting, analysis of financial tables, accounting and auditing.
Listed skills include Portfolio Management, Investments, Asset Management, Equities, and 11 others.
Current workplace
Ayse Pehlivan's current company
Company context helps verify the profile and gives searchers a useful next step.
Summitry
5 roles
Ayse Pehlivan work experience
A career timeline built from the work history available for this profile.
Portfolio Administrator And Financial Analyst
Golub Group, Llc
Responsible for all the trading activities at Golub Group, perform the development and execution of fixed income strategies, and do budget analysis for the firm.Began working with the principals of Golub Group in 2000, when the team operated as a unit of Hoefer and Arnett, Inc. Previously, she was a Bank Auditor for seven years at Vakif Bank in Ankara.
Analyst
Golub Group, Llc
· Analyzed securities on a quantitative and qualitative basis. Recommended securities to buy for client portfolios, which resulted in 35% profit in 2 years. · Tracked securities held in client accounts. Prepared research reports and quarterly earning reviews with buy, hold or sell recommendations. · Created watch list of holdings using valuation metrics.
Jan 2004 - Dec 2006
Research Associate
Hoefer And Arnett
· Analyzed financial tables of companies for investment. Built a spreadsheet that summarizes ratio analysis and financial results of stocks on Bloomberg. · Prepared performance reports for 300 clients and responded to wide variety of client requests. · Reviewed portfolios and participated in annual portfolio reviews. · Researched similar advisors marketing.
Oct 2000 - Dec 2003
Senior Auditor
Vakifbank
· Audited 42 braches including top 3 largest offices as well as Investment Advisory and Fund Management branch of the Bank. Prepared audit reports with recommended actions reported directly to the Bank CEO. Educated the audited braches’ staff to correct misconduct.· Captured fraud and embezzlement practices; initiated investigations; recommended solutions.
Sep 1991 - Aug 1998
Team & coworkers
Colleagues at Summitry
Other employees you can reach at summitry.com. View company contacts for 37 employees →
AL
Alexander Leitzes
Colleague at SummitrySan Francisco Bay Area, United States
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LO
Lisa Ozaki, Cfp®
Colleague at SummitrySan Jose, California, United States, United States
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MG
Matthew Gordon
Colleague at SummitrySan Mateo, California, United States, United States
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CS
Claire Shifren, Summitry - We Are Hiring
Colleague at SummitrySan Mateo, California, United States, United States
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AS
Aaron Szager
Colleague at SummitryRedwood City, California, United States, United States
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AK
Alex Katz
Colleague at SummitryLos Altos, California, United States, United States
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MC
Michel'Le C.
Colleague at SummitrySan Francisco Bay Area, United States
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JR
Jennifer Rouse
Colleague at SummitrySan Mateo, California, United States, United States
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MK
Michael Kon, Cfa
Colleague at SummitryBurlingame, California, United States, United States
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JM
Joe Martin, Financial Behavior Specialist®(Fbs®)
Colleague at SummitrySan Mateo, California, United States, United States
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Alexander Leitzes
Colleague at SummitrySan Francisco Bay Area, United States
View →
LO
Lisa Ozaki, Cfp®
Colleague at SummitrySan Jose, California, United States, United States
View →
MG
Matthew Gordon
Colleague at SummitrySan Mateo, California, United States, United States
View →
CS
Claire Shifren, Summitry - We Are Hiring
Colleague at SummitrySan Mateo, California, United States, United States
View →
AS
Aaron Szager
Colleague at SummitryRedwood City, California, United States, United States
View →
AK
Alex Katz
Colleague at SummitryLos Altos, California, United States, United States
View →
MC
Michel'Le C.
Colleague at SummitrySan Francisco Bay Area, United States
View →
JR
Jennifer Rouse
Colleague at SummitrySan Mateo, California, United States, United States
View →
MK
Michael Kon, Cfa
Colleague at SummitryBurlingame, California, United States, United States
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JM
Joe Martin, Financial Behavior Specialist®(Fbs®)
Colleague at SummitrySan Mateo, California, United States, United States
View →
2 education records
Ayse Pehlivan education
Mba, Finance
Finance
Ankara University
FAQ
Frequently asked questions about Ayse Pehlivan
Quick answers generated from the profile data available on this page.
What company does Ayse Pehlivan work for?
Ayse Pehlivan works for Summitry.
What is Ayse Pehlivan's role at Summitry?
Ayse Pehlivan is listed as Senior Portfolio Administrator and Fixed Income Trader at Summitry.
What is Ayse Pehlivan's email address?
AeroLeads has found 3 work email signals at @golubgroup.com for Ayse Pehlivan at Summitry.
What is Ayse Pehlivan's phone number?
AeroLeads has found 5 phone signal(s) with area code 415, 650 for Ayse Pehlivan at Summitry.
Where is Ayse Pehlivan based?
Ayse Pehlivan is based in San Francisco, California, United States while working with Summitry.
What companies has Ayse Pehlivan worked for?
Ayse Pehlivan has worked for Summitry, Golub Group, Llc, Hoefer And Arnett, and Vakifbank.
Who are Ayse Pehlivan's colleagues at Summitry?
Ayse Pehlivan's colleagues at Summitry include Alexander Leitzes, Lisa Ozaki, Cfp®, Matthew Gordon, Claire Shifren, Summitry - We Are Hiring, and Aaron Szager.
How can I contact Ayse Pehlivan?
You can use AeroLeads to view verified contact signals for Ayse Pehlivan at Summitry, including work email, phone, and LinkedIn data when available.
What schools did Ayse Pehlivan attend?
Ayse Pehlivan holds Mba, Finance from Golden Gate University.
What skills is Ayse Pehlivan known for?
Ayse Pehlivan is listed with skills including Portfolio Management, Investments, Asset Management, Equities, Finance, Forecasting, Valuation, and Accounting.
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