Senior Portfolio Administrator
Current
Jan 2024 - Present
AeroLeads people directory · profile
Kenneth W. Email & Phone Number
Senior Portfolio Administrator at Apriem Advisors
at
Apriem Advisors
LinkedIn matched
✓ Verified July 2026
2 data sources
Profile completeness 71%
Current company
Role
Senior Portfolio Administrator at Apriem Advisors
Location
Irvine, California, United States
Company size
Who is Kenneth W.? Overview
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Quick answer
Kenneth W. is listed as Senior Portfolio Administrator at Apriem Advisors at Apriem Advisors, a with 16 employees, based in Irvine, California, United States. AeroLeads shows a matched LinkedIn profile for Kenneth W..
Kenneth W. previously worked as Senior Portfolio Administrator at Apriem Advisors and Portfolio Administrator at Apriem Advisors.
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Email format at Apriem Advisors
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Apriem Advisors
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Profile bio
About Kenneth W.
Kenneth W. is a Senior Portfolio Administrator at Apriem Advisors at Apriem Advisors. He is proficient in Spanish.
Current workplace
Kenneth W.'s current company
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Apriem Advisors
10 roles
Kenneth W. work experience
A career timeline built from the work history available for this profile.
Portfolio Administrator
Current
Sep 2021 - Present
Co-Portfolio Manager Of Equity
Jan 2021 - May 2021
Investment Analyst
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.
Apr 2020 - Jan 2021
Director Of Operations And Corporate Relations Assistant
Oct 2019 - May 2021
Vice President
May 2020 - Jan 2021
Director Of Equity
Jan 2020 - May 2020
Equity Lead
Aug 2019 - Dec 2019
Treasurer
Sports Club - Icc
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.
Aug 2017 - May 2018
Student Intern
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.
Feb 2016 - May 2016
Team & coworkers
Colleagues at Apriem Advisors
Other employees you can reach at apriem.com. View company contacts for 16 employees →
JG
Josh Garland, Chfc®, Aif®
Colleague at Apriem AdvisorsNewport Beach, California, United States
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SY
Samantha Yumusak
Colleague at Apriem AdvisorsIrvine, California, United States
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JN
Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif®
Colleague at Apriem AdvisorsOrange County, California, United States
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SC
Shawn Covarrubias
Colleague at Apriem AdvisorsIrvine, California, United States
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JR
Jose Rendon
Colleague at Apriem AdvisorsLong Beach, California, United States
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HM
Halle Miller, Mba
Colleague at Apriem AdvisorsUnited States
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SR
Sitraka Randriamparanisolo
Colleague at Apriem AdvisorsMadagascar
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LY
Landon Yoshida, Crpc®, Aif®
Colleague at Apriem AdvisorsIrvine, California, United States
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LD
Lindsay D.
Colleague at Apriem AdvisorsMission Viejo, California, United States
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CW
Chris Whitaker, Cfp®, Aif®
Colleague at Apriem AdvisorsOrange County, California, United States
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Josh Garland, Chfc®, Aif®
Colleague at Apriem AdvisorsNewport Beach, California, United States
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SY
Samantha Yumusak
Colleague at Apriem AdvisorsIrvine, California, United States
View →
JN
Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif®
Colleague at Apriem AdvisorsOrange County, California, United States
View →
SC
Shawn Covarrubias
Colleague at Apriem AdvisorsIrvine, California, United States
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JR
Jose Rendon
Colleague at Apriem AdvisorsLong Beach, California, United States
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HM
Halle Miller, Mba
Colleague at Apriem AdvisorsUnited States
View →
SR
Sitraka Randriamparanisolo
Colleague at Apriem AdvisorsMadagascar
View →
LY
Landon Yoshida, Crpc®, Aif®
Colleague at Apriem AdvisorsIrvine, California, United States
View →
LD
Lindsay D.
Colleague at Apriem AdvisorsMission Viejo, California, United States
View →
CW
Chris Whitaker, Cfp®, Aif®
Colleague at Apriem AdvisorsOrange County, California, United States
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FAQ
Frequently asked questions about Kenneth W.
Quick answers generated from the profile data available on this page.
What company does Kenneth W. work for?
Kenneth W. works for Apriem Advisors.
What is Kenneth W.'s role at Apriem Advisors?
Kenneth W. is listed as Senior Portfolio Administrator at Apriem Advisors at Apriem Advisors.
Where is Kenneth W. based?
Kenneth W. is based in Irvine, California, United States while working with Apriem Advisors.
What companies has Kenneth W. worked for?
Kenneth W. has worked for Apriem Advisors, Titan Capital Management, Finance Association - Csuf, Csuf Student Managed Investment Fund, and Sports Club - Icc.
Who are Kenneth W.'s colleagues at Apriem Advisors?
Kenneth W.'s colleagues at Apriem Advisors include Josh Garland, Chfc®, Aif®, Samantha Yumusak, Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif®, Shawn Covarrubias, and Jose Rendon.
How can I contact Kenneth W.?
You can use AeroLeads to view verified contact signals for Kenneth W. at Apriem Advisors, including work email, phone, and LinkedIn data when available.
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