Kerry Hamana Email & Phone Number
Managing Director, Program Management @ Lido Advisors, LLC
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Kerry Hamana Location
- Los Angeles, CA, US
Kerry Hamana Work
- Managing Director, Program Management @ (January 2026 - Present)
- Chief Operating Officer @ (July 2024 - January 2026)
- Managing Director, Principal @ (June 2019 - July 2024)
- Senior Vice President, Investment Operations, Private Wealth Management @ (April 2013 - January 2019)
- Director, SVB Deposit and Investment Products @ (July 2012 - April 2013)
- Head of Global Investment Operations - Russell Implementation Services @ (September 2010 - July 2012)
- Vice President, Operations Manager, Securities Investment Group @ (January 2009 - September 2010)
- Vice President, Group Area Manager - Wells Capital Management @ (May 2006 - September 2008)
- Vice President, Fixed Income and Specialized Products @ (June 2001 - April 2006)
- Vice President, Finance, Marketing and Project Management @ (May 1999 - June 2001)
Kerry Hamana Education
- University of California, Berkeley
Certificate Program in Personal Financial Planning (required coursework towards the Certified Financial Planner designation, 270 hour curriculum)
- Saint Mary's College of California
Graduate School of Economics and Business (Master of Business Administration (MBA))
- San Francisco State University, Lam Family College of Business
Bachelor of Science (BS), Business Management (Bachelor of Science (BS), Business Management)
Kerry Hamana Skills
- Financial Services
- Risk Management
- Management
- Operations Management
- Strategy
- Business Strategy
- Account Management
- Asset Management
- Financial Analysis
- Financial Modeling
- Forecasting
- Financial Markets
- Financial Risk
- Risk Assessment
- Trading
- Investments
- Securities
- Fixed Income
- Equities
- Options
- Banking
- Project Management
- Information Technology
- Account Reconciliation
- Mutual Funds
- Hedge Funds
- Data Analysis
- Marketing
- Product Marketing
- Product Development
- Commercial Banking
- Enterprise Software
- MS Project
- Microsoft Excel
- Client Services
- Leadership Development
- Executive Management
- Sourcing
- Team Management
- Relationship Management
- Interest Rate Derivatives
- Performance Reporting
- Derivative Operations
- Credit Derivatives
- Vendor Contracts
- New Account Opening
- Client Billing
- Capital Markets
- Private Equity
- P&L Management
Kerry Hamana Summary
- Kerry Hamana, based in Los Angeles, CA, US, is currently a Managing Director, Program Management at Lido Advisors. Kerry Hamana brings experience from previous roles at Balanz USA, Robertson Stephens, First Republic Bank and Silicon Valley Bank. Kerry Hamana holds a Certificate Program in Personal Financial Planning in required coursework towards the Certified Financial Planner designation, 270 hour curriculum @ University of California, Berkeley. With a robust skill set that includes Financial Services, Risk Management, Management, Operations Management, Strategy and more. Kerry Hamana has 4 emails and 4 mobile phone numbers on RocketReach.
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