Khrysten Baltazar, Cfa Email & Phone Number
Who is Khrysten Baltazar, Cfa? Overview
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Khrysten Baltazar, Cfa is listed as Portfolio Management Director at California Capital Management at California Capital Management, a with 8 employees, based in Burbank, California, United States. AeroLeads shows a matched LinkedIn profile for Khrysten Baltazar, Cfa.
Khrysten Baltazar, Cfa previously worked as Portfolio Management Director at California Capital Management. Khrysten Baltazar, Cfa holds Bachelor'S Degree, Biochemistry from California State University, Northridge.
Email format at California Capital Management
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About Khrysten Baltazar, Cfa
Khrysten Baltazar, Cfa is a Portfolio Management Director at California Capital Management at California Capital Management.
Khrysten Baltazar, Cfa's current company
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Khrysten Baltazar, Cfa work experience
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Portfolio Management Director- Conduct research and analysis on a wide range of investment opportunities, including equities, fixed income, and alternative investments.- Develop and implement investment models that align with clients' risk profiles and investment objectives.- Review, monitor, and evaluate the performance of client portfolios on an ongoing basis, and make adjustments as needed to ensure that they remain consistent with clients' investment goals.- Communicate with advisors and clients to provide updates on portfolio performance, market trends, and investment opportunities.- Execute trades for all accounts.- Work with the client service department to streamline processes and conduct any necessary training.- Streamline and automate internal operational processes for the firm- Maintain and improve firm technology platforms such as Tamarac CRM, Reporting, and Morningstar Direct.
Colleagues at California Capital Management
Other employees you can reach at calcapmgt.com. View company contacts for 8 employees →
Alexis Cole, Cfp®
Colleague at California Capital ManagementLos Angeles Metropolitan Area, United States
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Westen Lawton
Colleague at California Capital ManagementSouth Pasadena, California, United States
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Gregory Zedlar, Chfc®
Colleague at California Capital ManagementLos Angeles, California, United States
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Scott Hemmann
Colleague at California Capital ManagementLos Angeles, California, United States
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Tara K.
Colleague at California Capital ManagementLos Angeles Metropolitan Area, United States
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Bradley Salo
Colleague at California Capital ManagementLos Angeles County, California, United States
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Connie Weil
Colleague at California Capital ManagementLos Angeles Metropolitan Area, United States
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Molly Bertram
Colleague at California Capital ManagementLos Angeles Metropolitan Area, United States
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Emily Logan
Colleague at California Capital ManagementLos Angeles Metropolitan Area, United States
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Chandler Robbins
Colleague at California Capital ManagementLos Angeles Metropolitan Area, United States
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Khrysten Baltazar, Cfa education
Frequently asked questions about Khrysten Baltazar, Cfa
Quick answers generated from the profile data available on this page.
What company does Khrysten Baltazar, Cfa work for?
Khrysten Baltazar, Cfa works for California Capital Management.
What is Khrysten Baltazar, Cfa's role at California Capital Management?
Khrysten Baltazar, Cfa is listed as Portfolio Management Director at California Capital Management at California Capital Management.
Where is Khrysten Baltazar, Cfa based?
Khrysten Baltazar, Cfa is based in Burbank, California, United States while working with California Capital Management.
What companies has Khrysten Baltazar, Cfa worked for?
Khrysten Baltazar, Cfa has worked for California Capital Management.
Who are Khrysten Baltazar, Cfa's colleagues at California Capital Management?
Khrysten Baltazar, Cfa's colleagues at California Capital Management include Alexis Cole, Cfp®, Westen Lawton, Gregory Zedlar, Chfc®, Scott Hemmann, and Tara K..
How can I contact Khrysten Baltazar, Cfa?
You can use AeroLeads to view verified contact signals for Khrysten Baltazar, Cfa at California Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Khrysten Baltazar, Cfa attend?
Khrysten Baltazar, Cfa holds Bachelor'S Degree, Biochemistry from California State University, Northridge.
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