Brandes Investment Partners
Industry: Company
DescriptionBrandes Investment Partners is an investment advisory firm, managing assets for institutional and private clients worldwide. It was founded by Charles Brandes in 1974. Founded: 1974 Parent organization: Brandes Worldwide Holdings, L.P. Subsidiaries: Brandes Investment Partners & Co.,
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Brandes Investment Partners Employees
Shareholders Service Group 2011 - Present
Brandes Investment Partners 2006 - 2011
LPL Financial 1997 - 2000
Skills
Asset Management, Mutual Funds, Investments, Microsoft Excel, Securities, Series 7, Asset Allocation, Equities, Investment Management, Financial Services, Finance, Bonds, Investment Banking, Financial Analysis, Financial Advisory, Retirement Planning, Emerging Markets, Bloomberg, Access, Series 63, Analysis, Valuation, Brokers, Trading, Capital Markets, VBA, Investment Strategies, Portfolio Management, Value Investing, Wealth Management, Equity Research, Strategic Financial..., Private Equity, Financial Modeling, Options, Investment Advisory, Alternative Investments, Bloomberg Terminal, Derivatives, Fixed Income, Economics, Separately Managed...
Education
San Diego State University-California State University
Bachelor's Degree
San Diego State University-California State University
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Personal Assistant December 2007 - 2014
Brandes Investment Partners November 2002 - November 2005
DURA PHARMACEUTICALS January 1986 - January 1990
Skills
Microsoft Word, Microsoft Excel, Research, Administrative..., Social Media Marketing, Calendaring, Blogging, Travel Arrangements, Teamwork, Charity Work, Volunteering, Office Management, Home & Pet Care, Outlook, Shipping & Receiving
Education
Clairemont High
San Diego Miramar College
Certificate of Achievement, Paralegal Studies
Brandes Investment Partners April 2014 - Present
National Funding July 2013 - March 2014
ECOtality July 2012 - May 2013
The Five Elements September 2008 - March 2012
Eco Arbor Designs November 2007 - September 2008
Skills
Sales, Forecasting, Customer Service, Strategic Planning, Sales Management, Market Research, Business Development, Contract Negotiation, Email Marketing, Account Management, CRM, Market Analysis, Marketing Strategy, New Business Development, Marketing, Negotiation, Leadership
Education
San Diego State University-California State University 2001 — 2006
Bachelor of Arts (BA), Economics
Brandes Investment Partners December 2014 - Present
Sterling Construction Company December 2012 - December 2014
Flatiron Construction Corp June 2009 - December 2012
Skanska USA Civil Inc January 2007 - June 2009
Alternative Behavioral Services 2006 - 2006
Skills
Construction, Procurement, Microsoft Office, Project Management, Windows, Change Management, MS Project, SharePoint, C#, ASP.NET, ASP.NET AJAX, IBM iSeries, AS400 Administration, DHTML, XML, Java, JavaScript, HCSS, JD Edwards, CGC eCMS, Microsoft Dynamics ERP, Document Imaging, Banking, Visual Basic, Visual Studio, Eclipse, Software Development, ERP
Education
Tidewater Community College 2005 — 2006
AAS, Information Systems Technology
Old Dominion University 2002 — 2004
Economics
Brandes Investment Partners October 2011 - Present
Brandes Investment Partners June 2008 - October 2011
Brandes Investment Partners April 2007 - May 2008
Brandes Investment Partners February 2006 - March 2007
McMillan Law Firm, APC February 2005 - December 2005
Skills
Outlook, Microsoft Excel, Software Documentation, PowerPoint, Microsoft Word, Access, Microsoft Office, Document Management, File Management, SharePoint, Customer Service, Analysis
Education
Sonoma State University 1999 — 2004
Bachelor of Arts, Communications
Insight Business Strategies, Inc. September 2012 - Present
FocalPoint September 2012 - Present
Brandes Investment Partners June 1996 - December 2011
Home Savings of America 1995 - 1996
The Acacia Group and Calvert Securities 1993 - 1995
The Acacia Group 1991 - 1993
Skills
Strategic Planning, Team Building, Customer Service, Business Strategy, Coaching, Trust and Integrity, Business Acumen, Communication, Conflict Management, Customer Focus, Managing Change, Performance Management, Problem Solving, Strategic Leadership, Change Management, Talent Management, Management, Training, Leadership, Budgets, Investment Management, Marketing Strategy, Sales, Mutual Funds, Value Investing, Portfolio Management, Investments, Finance, Forecasting, Program Management, Team Leadership, Business Planning, Management Consulting, Time Management, Business Coaching, Analysis, Start-ups, Small Business, Strategy, Financial Analysis, Public Speaking, Investment Strategies, Leadership Development, Personal Development, Asset Allocation, Executive Coaching, Process Improvement
Education
San Diego State University-California State University 1989 — 1994
Bachelor of Science (BS), Business Administration - Financial Services
RBC Global Asset Management 2011 - Present
Brandes Investment Partners 2006 - 2011
Mackenzie Financial 2002 - 2006
RBC Dominion Securities 2000 - 2002
Skills
Mutual Funds, Wealth Management, Investment Strategies, Asset Allocation, Investment Advisory, Investments, ETFs, Investment Management, Asset Management, Sales Process, Sales Presentations, Alternative Investments, Separately Managed..., Securities, Retirement Planning
Education
The University of British Columbia
PRVD - Provide Commerce December 2012 - Present
Brandes Investment Partners June 2003 - December 2012
Blueoasis Technologies 2003 - 2004
SMS Technologies November 2002 - April 2003
Cvideo Inc May 2002 - November 2002
ValueOptions September 2000 - February 2002
QED Systems Inc January 1998 - September 2000
Skills
SQL, Microsoft SQL Server, Quality Center, Agile Methodologies, TFS, SDLC, Unix, XML, Business Analysis, Access, SharePoint, Software Documentation, Test Planning, Databases, Testing, Visual Basic, Crystal Reports, Visio, Quality Assurance, Regression Testing, Web Services, User Acceptance Testing, SSRS, .NET, Data Warehousing, Windows, Oracle, Scrum, HTML, Visual Studio, Web Development, SSIS, C#, T-SQL, Software Quality..., ETL, C++, Software Development, Software Project..., LINQ, Database Design, ASP.NET, WPF, Requirements Analysis, IIS, UML, BizTalk, Data Modeling, Integration, Agile Project Management
Education
Old Dominion University
Bachelor of Science
QIC September 2014 - Present
QIC August 2012 - September 2014
QIC September 2011 - August 2012
Brandes Investment Partners June 2010 - September 2010
Context Capital Management, LLC June 2006 - June 2009
Allianz Global Investors Capital (Previously Nicholas Applegate) June 2004 - June 2006
Linsco / Private Ledger (LPL Financial) January 2003 - June 2004
Robert W. Baird June 1999 - August 2002
Skills
Private Equity, Equities, Hedge Funds, Financial Modeling, Portfolio Management, Asset Management, Due Diligence, Alternative Investments, Fixed Income, Economics, Investments, Valuation, Capital Markets, Financial Analysis, Investment Advisory, Finance, Investment Strategies, Equity Research, Financial Advisory, Emerging Markets, Asset Managment
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
MBA, Finance
San Diego State University-California State University 1998 — 2002
BSc, Financial Services
Harris & Associates: Registered Investment Advisor July 2014 - Present
Brandes Investment Partners April 2014 - Present
Clinton Foundation August 2013 - January 2014
Blue Summit Wealth Management January 2013 - June 2013
Financial Planning Association (FPA) of SDSU December 2012 - June 2013
San Diego State University July 2012 - May 2013
HDB Development April 2012 - September 2012
Ace Parking June 2011 - March 2012
Skills
Financial Services, Investments, Writing, Public Speaking, Leadership, Financial Advisory, Financial Analysis, Strategic Financial..., Customer Service, Business Strategy, Finance, Microsoft Excel, Business Analysis, Money Guide Pro, Personal Financial..., Sustainability, Microsoft Word, Email Marketing, Marketing Strategy, PowerPoint, Sustainable Business, Social Media, Research, Financial Planning, Teamwork, Xbox One
Education
San Diego State University-California State University 2009 — 2013
Bachelor of Science (B.S.), Financial Services, Graduate
Young Living Essential Oils April 2014 - Present
Brandes Investment Partners September 2012 - Present
Brandes Investment Partners November 1998 - September 2012
Brandes Investment Partners May 1997 - November 1998
Executive Benefit Systems, Inc. January 1993 - May 1997
Skills
Portfolio Management, Securities, Equities, Investment Management, Asset Allocation, Risk Management, Separately Managed..., Value Investing, Investments, Performance Attribution, Investment Advisory, Management, ETFs, Financial Services, Financial Markets, Back Office, Strategic Financial..., Relationship Management, Due Diligence, Project Management, Process Improvement, Events Coordination, Training Leadership, Strength Deployment..., Personal Strengths, Mentoring, Critical Thinking, Business Management, Social Media Marketing, Collaborative Problem..., Root Cause Problem..., Teamwork, Leading Development...
Education
Palomar College 1993 — 1995
International Business
Vanguard University of Southern California 1991 — 1992
International Business
Retired June 2014 - Present
Ken Stern and Associates October 2013 - June 2014
Ken Stern and Associates May 2013 - October 2013
Red Lantern Labs February 2012 - October 2012
Brandes Investment Partners April 2003 - December 2011
Unimobile 2001 - 2002
Treasury One January 2001 - February 2001
GetThere August 1999 - October 2000
Animation Science September 1998 - August 1999
VeriFone December 1995 - September 1998
Skills
Business Planning, Due Diligence, M&A experience, SEC reporting, Fundraising, Start-ups, Asset Management, Money Management, Revenue & Profit Growth, Business Restructures, Financial Advisory, Sales Growth, Driving Growth, Risk Management, Operational Planning, Business Strategy, Business Process..., Small Business, Compensation Structures, Key Performance..., Professional Services, Disaster Recovery, Program Management, Change Management, Team Management, SEC filings, Venture Capital, Analysis, Mergers & Acquisitions, Strategic Planning
Education
University of California, Berkeley - Walter A. Haas School of Business 1986 — 1988
Master's degree, Business Administration
University of California, Santa Barbara 1979 — 1983
Bachelor of Arts (B.A.), Business Economics
Private Capital 2011 - Present
BRANDES INVESTMENT PARTNERS 1998 - 2010
INDEPENDENT EXECUTIVE CONSULTANT 1994 - 1998
INDEPENDENT EXECUTIVE CONSULTANT 1994 - 1998
CP CONSULTING GROUP 1989 - 1994
ERNST & YOUNG 1988 - 1989
MANUFACTURERS HANOVER TRUST (formerly Manufacturers Hanover Bank) 1985 - 1988
Skills
Management Consulting, Strategic Planning, IT Asset Management, Investments, Technology, Information Technology, Technology Management, Technology Needs..., Financial Analysis, Application Architecture, Application Frameworks, Start-ups, Start-up Consulting, Start-up Ventures, Start-up Environment, Global Business..., Global Strategy, Strategic Thinking, Business Strategy, IT Strategy, IT Management, IT Operations, Strategic Consulting, IT Infrastructure..., Network Infrastructure, Infrastructure Security, RFP Design, Business Process..., Business Intelligence, Business Development, New Business Development, System Architecture, Asset Managment, Asset Management, Disaster Recovery, Integration, Management, Entrepreneurship, Process Improvement, Leadership, Mergers & Acquisitions, Strategy, Outsourcing, Venture Capital, E-commerce, Business Process, Governance, Equities, Executive Management, Finance
Education
Southern Connecticut State University
Bachelor of Science (B.S.), Economics
Southern Connecticut State University
All course work completed for Master of Science, Operations Research
Harvard School of Management
Continuing Education, Negotiation for Executives
Tetra Tech July 2013 - August 2015
George Washington University September 2012 - May 2013
DoubleTree by Hilton July 2012 - August 2012
Del Mar Fairgrounds June 2012 - July 2012
Brandes Investment Partners June 2011 - August 2011
Safeway June 2010 - August 2010
Safeway August 2008 - August 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Research, Microsoft Word, PowerPoint, Teaching, Public Speaking, English, Windows, Outlook, Photoshop, HTML, Strategic Planning, Budgets, Microsoft Project, ArcGIS, Vector Illustration
Education
The University of Texas at Austin 2015 — 2017
Master's degree, Energy and Earth Resources
The George Washington University 2009 — 2013
Bachelor of Science (BS), Geology/Earth Science, General
CareFusion 2004 - Present
Heroes and Icons 2010 - 2014
Brandes Investment Partners May 2003 - January 2005
SL Streaming January 2002 - March 2004
Laser Diagnostic Technologies February 1999 - November 2001
One Voice Technologies 1996 - 1998
Skills
Software Engineering, .NET, C#, Databases, SQL, Software Development
Education
San Diego State University-California State University
Computer Science
Magellan Health Services March 2014 - Present
Lighthouse Psychological Services October 2006 - Present
Point Loma Nazarene University June 2008 - Present
Sharp HealthCare May 2009 - June 2013
San Diego Hospice and The Institute for Palliative Medicine April 2007 - May 2008
San Diego Hospice 2007 - 2008
Point Loma Nazarene University January 2004 - October 2006
Brandes Investment Partners August 1994 - August 2004
Skills
Mental Health, Psychotherapy, Public Speaking, Coaching, Program Development, Teaching, Life Skills, Women's Health, Treatment, EMDR, Addiction Recovery, Codependency, Spiritual Formation, Grief Counseling, Motivational..., Staff Development, Resume Writing, Solution Focused, Training, Counseling Psychology, Personal Development, Healthcare, Wellness
Education
Bethel University (San Diego Campus) 2005 — 2008
M.A., Marriage and Family Therapy/Counseling
Point Loma Nazarene University 1989 — 1993
B.A., Business Administration
LMHS 1984 — 1989
MBA Aces with Blumeyer January 2013 - Present
Brandes Investment Partners March 2014 - July 2014
ATS Advanced Trustee Strategies January 2009 - June 2009
Skills
Financial Analysis, Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg Terminal, Research, Investments, Investment Banking, Entrepreneurship, Mergers and Acquisitions, Driving Projects to..., Financial Modeling, Market Research, Accounting, Portfolio Management, Analysis, Corporate Finance, Valuation, mergers and acquisitions
Education
University of San Diego 2011 — 2013
Business Administration and Finance at University of San Diego, Mergers and Acquisitions, Private Equity
San Diego State University-California State University 2005 — 2007
Finance Investment Society
Serra High School 1999 — 2002
High School Diploma
VITALIZATION October 2009 - Present
San Diego Firewalk 2003 - 2015
Functional Diagnostic Nutrition (FDN) August 2013 - November 2014
IPSB College - San Diego, California March 2013 - July 2013
CultureSync November 2009 - January 2012
Live Powerfully March 2004 - January 2010
Cubic Defense Applications December 2008 - July 2009
Brandes Investment Partners June 2007 - November 2008
LPL Financial June 2006 - June 2007
Sortascend May 2000 - May 2006
Skills
Entrepreneurship, Leadership, Program Management, Business Intelligence, Strategy, Leadership Development, Start-ups, Team Building, Training, Management Consulting, Personal Development, Marketing Communications, Online Marketing, Microsoft SQL Server, Agile Methodologies, Strategic Partnerships, Product Development, Business Development, Organizational..., Growth Strategies, Sales Growth, Data Architecture
Education
Seattle Pacific University 1993 — 1997
BS, BA, Computer Science, Religious Studies, Cum Laude
Neosho Capital LLC July 2013 - Present
Brandes Investment Partners October 1994 - June 2013
Bank of America March 1991 - October 1994
Financial Industry Regulatory Authority June 1985 - September 1988
Skills
Finance, Investment Management, Investment Strategies, Asset Management, Equities, Asset Allocation, Investments, Bloomberg, Alternative Investments, Mutual Funds, Investment Advisory, Fixed Income, Securities, Equity Research, Portfolio Management
Education
University of California, Los Angeles 1980 — 1984
Bachelor of Arts (BA), Economics
University of California, Irvine 1988 — 1990
Master of Business Administration (MBA), Finance
Brandes Investment Partners August 2014 - Present
Paradigm Capital Management July 2013 - July 2014
Siena College September 2009 - May 2010
Skills
Bloomberg, Microsoft Office Suite, GCMS Trading Diploma, Microsoft Excel, Bloomberg Terminal, Research, Microsoft Word, Economics, SPSS, Valuation, Market Research, PowerPoint, Corporate Finance, Financial Modeling, Foreign Exchange, Macroeconomics, Data Analysis, Financial Analysis, Social Media Marketing, Finance, Microsoft Office, Investments, Financial Reporting, Equity Research, Business Analysis, Forecasting, Equities, Capital IQ, Analysis, Competitive Analysis
Education
Siena College 2009 — 2013
B.S, Finance
Brandes Investment Partners January 2011 - Present
Brandes Investment Partners January 1999 - January 2011
Skills
Investment Management, Business Analysis, Financial Services, Customer Service, Accounting, Equities, Equity Trading
Education
San Diego State University-California State University 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Brandes Investment Partners September 2001 - Present
Eline Inc May 1999 - August 2001
Skills
SSIS, SSRS, T-SQL, Microsoft SQL Server, .NET, SQL Tuning, Databases, ETL, Database Design, DTS, Data Warehousing, SQL, SharePoint, Analysis Services
Education
Oklahoma City University
Cubic June 2014 - Present
Brandes Investment Partners 2010 - 2013
Brandes Investment Partners 2009 - 2010
Brandes Investment Partners 1999 - 2009
Brandes Investment Partners 1998 - 1999
Morgan Stanley 1996 - 1998
Skills
Disaster Recovery, Microsoft SQL Server, Business Analysis, Equities, Financial Risk, Finance, Leadership, Vendor Management, Process Improvement, Portfolio Management, Analysis, Business Process..., SDLC, Risk Management
Education
San Diego State University-California State University 2004 — 2006
Master's degree, Management
San Diego State University-California State University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
Brandes Investment Partners March 2014 - Present
Sony Computer Entertainment America LLC July 2012 - February 2014
Sony Electronics 2010 - 2012
Sony Vaio of America 2006 - 2010
Sabesky Consulting 2005 - 2006
Intuit 2002 - 2005
Digital Lighthouse / Blue Oasis Technologies 1997 - 2002
Sharp HealthCare 1989 - 1997
Skills
Operating Systems, Data Center, Security, Hardware, Storage, Firewalls, VMware Infrastructure, Creative Problem Solving, Desktop Management, Virtualization, IT Management, LAN/WAN, IP Networking, Budgeting, Disaster Recovery, Business Continuity, Cisco, Force10, EMC, NetApp, Process Improvement, Vendor Management, Strategic Planning, Technical Management, Technical Leadership, Technical Support, Fiber Optics, Ethernet, Network Design, Project Management, Windows, Linux, VPN, Windows Server, Independent Thinker, Team Leadership, Team Management, Mac OS, Wireless Networking, HVAC, Experienced, Network Professional, Remote Team Management, Brocade, VMware, Wiring Infrastructure, Physical Security, Networker, Strategic Leadership, Staff Mentoring
Education
Point Loma Nazarene University 1989 — 1992
BA, Computer Information Systems
Yavapai College 1978 — 1980
AA, Business and General Studies
Brandes Investment Partners February 2015 - Present
OliverMcMillan October 2012 - February 2015
EPM Live March 2010 - 2012
Accenture December 2007 - March 2010
Skills
Software Implementation..., Systems Analysis, Solution Implementation, SharePoint, Software Implementation, IT Solutions, Microsoft Technologies, MS Project, Microsoft SQL Server, InfoPath, InfoPath Forms, Excel Services, Microsoft Office..., implementation, SaaS, Real Estate Development, Troubleshooting, Analysis, Management, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, English, PowerPoint, Outlook, Windows, Teaching, Research, Customer Service
Education
San Diego State University-California State University 2005 — 2010
Bachelor of Arts (B.A.), Communication, General
Brandes Investment Partners July 2010 - Present
Brandes Investment Partners January 2008 - March 2011
Brandes Investment Partners July 2004 - December 2007
Seven Bar R Stores, Inc. February 1999 - August 2000
Skills
Windows 7, Microsoft Office, Computer Hardware, Troubleshooting, SharePoint, Analysis, Financial Analysis, Investment Management, Data Analysis, Business Analysis, QuickBooks, Financial Services, Android, Netbackup, Windows Server, Accounting, Quality Assurance, Outlook, PowerPoint, Account Reconciliation, Microsoft Word, Teamwork, Software Documentation, Team Leadership, Process Improvement, Databases, Customer Service, Database Administration, Management, Access, Visio, Budgets, Microsoft Excel, System Administration, Program Management, Project Management, SDLC, Leadership, Vendor Management, Training, MS Project, Microsoft SQL Server, SQL, Business Intelligence, Active Directory, Finance, Risk Management, Disaster Recovery, Portfolio Management, Servers
Education
San Diego Mesa College 2006 — 2009
Associate's Degree, Accounting, 4.0
Bond Blacktop, Inc. January 2007 - Present
Lee Mather Company, Realtors February 2003 - January 2007
Brandes Investment Partners June 2000 - February 2003
Pacific Corporate Group, L.L.C. June 1999 - June 2000
Skills
Microsoft Office, Microsoft Excel, Performance Measurement, Analysis
Education
San Diego State University-California State University 1997 — 1999
Bachelor of Science (B.S.), Finance, General
Foresight Global Investors July 2015 - Present
Consultant 2013 - June 2015
UniCredit Markets & Investment Banking 2011 - 2012
Troika Dialog 2008 - 2011
Black Cod LLC 2005 - 2008
Credit Suisse 2003 - 2005
Federated Investors, Inc. 1997 - 2002
Brandes Investment Partners 1994 - 1996
Skills
Investment Banking, Capital Markets, Derivatives, Fixed Income, Equities, Bloomberg, Structured Products, Equity Derivatives, Financial Markets, Emerging Markets, FX Options, Structured Finance, Corporate Finance, Trading, Financial Structuring, Equity Capital Markets, Interest Rate..., Financial Modeling, Valuation, Bonds, Equity Research, Portfolio Management, Investments, Hedge Funds, Asset Management
Education
Thunderbird School of Global Management
MBA, International Finance
Villanova University
BS, Finance
Cannon Trust School 2013 — 2014
Trust Fundamentals, Trust I , Trust II, Trust & Estate Planning
Northwestern University 2013 — 2015
CFP Program
Ernst & Young September 2014 - Present
Ernst & Young November 2012 - August 2014
Deloitte August 2008 - November 2012
Brandes Investment Partners February 2005 - January 2007
Skills
CPA, Finance, Business Intelligence, Analysis, Financial Accounting, Consulting
Education
San Diego State University-California State University
Master of Science in Accountancy
Brandes Investment Partners September 2014 - Present
Voya Investment Management July 2012 - September 2014
Agencyport Software (formerly Sword Insurance) January 2008 - July 2012
cieTrade Systems, Inc. June 2004 - December 2007
Skills
C#, T-SQL, ASP.NET MVC, Razor, jQuery, JavaScript, AJAX, Entity Framework, WCF Services, Microsoft SQL Server, IoC, Ninject, Moq, MSTest, VB.NET, ADO.NET, WinForms, Visual Studio, .NET, TFS, VSS, MKS Integrity, SQL, Scrum, ASP.NET, HTML5, CSS
Education
University at Albany, SUNY 2000 — 2004
BBA, Finance, MIS
Coliseum Capital Management June 2011 - Present
Brandes Investment Partners August 2009 - June 2011
Education
University of California, Berkeley - Walter A. Haas School of Business
B.Sc., Business Administration
CohnReznick LLP January 2014 - Present
FactSet Research Systems February 2006 - August 2013
Brandes Investment Partners May 2001 - April 2005
Brandes Investment Partners July 1999 - May 2001
Skills
Creative Writing, Technical Writing, News Writing, Photography, Photoshop, Videography, Video Production, Video Editing, HD Video, Web Video, Digital Video, Finance, Economics, Copy Editing, Research, Editing, Web Content, Editorial, Storytelling, AP Style, Feature Articles, Copywriting, Journalism, Newsletters, Blogging, Proofreading, Content Management, Press Releases, Marketing, Corporate Communications, Publishing, WordPress, Web Content Management, Speech Writing, Internal Communications, Media Relations, Social Networking, New Media, Digital Media, SEO, Content Strategy, Magazines, Strategic Communications, Newspapers, Publications, Translation, Online Journalism, Facebook, Social Media, Content Development
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelor's degree, Economics, Finance, Accounting, graduated Magna Cum Laude (cumulative GPA: 3.7/4.0)
San Diego City College 2010 — 2011
Journalism
Just Add Color 2001 - Present
Brandes Investment Partners 1998 - 2005
Skills
Residential/Commercial..., Portfolio Management, Leadership, Rendering, Interior Design, Space-planning, Management, Visio, Project Management, Space planning, Customer Service, Investments, Furniture, Microsoft Excel, Microsoft Word, Event Planning, Budgets, PowerPoint, Interior Architecture, Sketching, Residential Homes, Microsoft Office, Illustrator, Photoshop, Floor Plans, Residential Design, AutoCAD, Space Planning, Window Treatments
Education
Art Institute of San Diego 2006 — 2009
B.S., Interior Design
San Diego State University-California State University
B.S., Finance
Brandes Investment Partners November 2006 - March 2011
Brandes Investment Partners September 2005 - November 2006
Brandes Investment Partners July 1998 - September 2005
Skills
SharePoint, Compass Financial..., MS Office Suite, Unix, Financial Data Tracking..., Internal Departmental..., Quality Control, Team Leadership, Customer Relations
Education
San Diego City College
Business Administration, Management and Operations
Monarch Partners February 2010 - Present
Fidelity Investments August 2004 - January 2009
Brandes Investment Partners June 2003 - August 2003
SPO Partners July 1999 - July 2002
Goldman Sachs August 1997 - July 1999
Parnassus Investments October 1996 - January 1997
Skills
Equity Research, Valuation, Financial Modeling, Portfolio Management, Investments, Equities, Private Equity, Due Diligence, Mergers & Acquisitions, Mutual Funds, Financial Analysis, Finance, Strategy, Financial Advisory, Analysis, IPO, Hedge Funds, Bloomberg, Alternative Investments
Education
Stanford Graduate School of Business 2002 — 2004
MBA, Business
U.C. Berkeley 1993 — 1997
BS, Business Administration
Brandes Investment Partners September 2011 - Present
Brandes Investment Partners & Co. March 2007 - September 2011
Skills
Mutual Funds, Series 63, Equities, Portfolio Management, Investment Advisory, Asset Allocation, Securities, Fixed Income, Investments, Investment Management, Asset Managment, Financial Markets, Relationship Management, Alternative Investments, Risk Management, Series 7, Valuation, Derivatives, Electronic Trading, Financial Services, 401k, Capital Markets, Bonds, Equity Trading, Hedge Funds, Business Analysis, Options, Strategic Financial..., Due Diligence, Corporate Actions, Series 65, Venture Capital, ETFs, Investment Strategies, Bloomberg, Series 6, Trading Systems, Trading, Investor Relations, Wealth Management, Finance, Series 24, Financial Modeling, Investment Banking, Financial Analysis, Emerging Markets
Education
University of California, Los Angeles 1989 — 1993
University of Legon, Ghana 1992 — 1993
Morgan Stanley Investment Management November 2009 - Present
Brandes Investment Partners June 2008 - September 2008
Federal Reserve Bank of Kansas City February 2005 - August 2007
United States Department of the Treasury August 2004 - December 2004
Maritz Research Deutschland May 2004 - July 2004
Skills
Global Macro Equity..., Macroeconomics, Investment Management, Portfolio Management, Portfolio Attribution, Quantitative Investing, Equities, Bloomberg, Factset, Microsoft Excel, VBA, Visual Basic, Matlab, PowerPoint, Stata, Eviews, R, Sungard MarketMap..., Quantitative Research, Tracking Error..., Portfolio Risk Analysis, Econometrics, Time Series Analysis, Portfolio Optimization, Economics, Country Risk Analysis, Sector Analysis, Industry Analysis, Financial Modeling, Equity Research, Valuation, FX, Currency, FAME 4GL, Investments
Education
The University of Chicago - Booth School of Business 2007 — 2009
Master of Business Administration, Analytic Finance, Econometrics & Statistics
Truman State University 2000 — 2004
Bachelor of Science & Bachelor of Arts, Economics
Wallace, Plese + Dreher LLP June 2015 - Present
CV Pickup & Delivery Service January 2009 - Present
Wallace, Plese + Dreher LLP October 2013 - June 2015
JGD & Associates January 2011 - October 2013
Brandes Investment Partners January 2008 - August 2008
Skills
Accounting, Account Reconciliation, Bookkeeping, QuickBooks, ProSystem fx Tax, CCH ProSystem fx, Tax Research, Customer Service, Tax Preparation, Sales & Use Tax, Payroll, Tax, Tax Returns, Sales Tax, CPA, Property Tax, Income Tax, Tax Accounting
Education
San Diego State University-California State University 2009 — 2012
MSA, Taxation
San Diego State University-California State University 2006 — 2008
BS, Accounting
Boston Trust & Investment Management Company 2013 - Present
Wellington Management 2002 - 2012
Brandes Investment Partners 2001 - 2001
Morgan Stanley 1998 - 2000
J.P. Morgan 1997 - 1998
Skills
Valuation, Capital Markets, Fixed Income, Financial Modeling, Portfolio Management, Investments, Investment Banking, Equity Research, Equity Valuation, Consumer Products, Valuation Modeling, DCF Valuation, Cash Flow Reporting, Equity Capital Markets, Stock Picking, Latin American Business, Investment Management, Asset Managment, Emerging Markets, Company Valuation, Investment Advisory, Foreign Investment, Investment Strategies, Cash Flow Forecasting, Client Development, Asset Allocation
Education
Stanford Graduate School of Business 2000 — 2002
Master of Business Administration (MBA)
Yale University 1993 — 1997
B.A. with Distinction
Brandes Investment Partners November 2012 - Present
BlackRock July 2011 - October 2012
Rockingstone Advisors July 2009 - August 2011
Merrill Lynch January 2008 - June 2008
Merrill Lynch September 2006 - June 2008
Nuveen Investments December 1999 - September 2006
Merrill Lynch June 1996 - December 1999
Merrill Lynch October 1994 - June 1996
Merrill Lynch June 1993 - October 1994
Skills
Sales, Product Development, Investment Advisory, Business Development, Leadership, Financial Services, Investments, Mutual Funds, Asset Management, Sales Management, Entrepreneurship, Marketing, Start-ups, Public Speaking, Portfolio Management, Series 63, Investment Management, Series 7, Separately Managed..., Finance, Financial Advisory
Education
Syracuse University 1989 — 1993
Bachelor of Arts and Sciences, Political Science, The Maxwell School of Citizenship
Brandes Investment Partners October 2012 - Present
Metalmark Capital LLC August 2007 - August 2010
Goldman Sachs June 2005 - August 2007
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science (BSc), Finance, Marketing
International School Manila
International School Manila
MileStone Research Organization, Inc. 2010 - Present
SpineMark, CRO Management, Inc. 2009 - 2010
Fruit of the Vine Wine Group 2007 - 2010
Empire Valuation Consultants 2006 - 2009
Real Estate Holding Partnership 2004 - 2007
Puppy Palace 2003 - 2006
Brandes Investment Partners 1994 - 2003
Skills
Equity Research, Investment Analysis, Financial Analysis, Financial Modeling, Business Valuation, Financial Accounting, Business Modeling, Financial Statement..., DCF, Equity Valuation, Accounting, Excel, Microsoft Office, Account Reconciliation, Accounts Receivable, Accounts Payable, Quickbooks, Cash Management, Budgeting, Forecasting, Reconciliation, Bookkeeping, Word, Cash Flow, Accruals, Invoicing
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1992
BS, Triple Major: Finance, Economics, Marketing
Athena Diagnostics, Inc. September 2014 - Present
Quest Diagnostics October 2012 - Present
Novis Pharmaceuticals October 2010 - November 2012
Aflac January 2009 - October 2010
Thornton & Associates March 2004 - May 2009
Brandes Investment Partners March 2000 - February 2004
Skills
Negotiation, Account Management, New Business Development, Selling, Sales, Training, Customer Satisfaction, Sales Operations, Sales Process, Management, Competitive Analysis, Marketing Strategy, Sales Management, Lead Generation, Customer Service, Consultative Selling, Marketing, Healthcare, Leadership
Education
San Diego State University 1997 — 1999
Bachelor of Arts, English
San Diego State University-California State University 1997 — 1999
BA, English
Notre Dame High School 1990 — 1994
High School Diploma
Brandes Investment Partners August 2015 - Present
Lawrence Berkeley National Laboratory September 2011 - June 2015
Federal Reserve Bank of New York June 2014 - August 2014
Federal Reserve System June 2013 - August 2013
Skills
Microsoft Excel, Analysis, PowerPoint, Microsoft Word, Tableau, Access, Stata, Leadership, Social Media, Public Speaking
Education
Univeristy of California, Berkeley 2012 — 2015
Bachelor's degree, Economics, Political Economy
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Economics
First Foundation Inc. May 2014 - Present
First Foundation Inc. July 2013 - May 2014
Rice Hall James & Associates, LLC July 2010 - June 2013
Brandes Investment Partners January 2007 - June 2009
Brandes Investment Partners December 2003 - December 2006
Lockwood Financial 2002 - 2003
Lockwood Financial 2001 - 2002
Lockwood Financial 2000 - 2001
Vanguard 2000 - 2000
Vanguard 1999 - 2000
Skills
Access, Asset Management, Asset Managment, Bonds, Equities, Finance, Financial Analysis, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds
Education
United States Merchant Marine Academy 1985 — 1990
Bachelor of Science (B.S.), Marine Engineering
GPS Insight April 2015 - Present
ACA - Arizona Commerce Authority October 2014 - April 2015
Arizona Commerce Authority November 2012 - October 2014
Arizona Commerce Authority August 2010 - November 2012
Bear Stearns February 2005 - July 2008
Brandes Investment Partners July 2000 - July 2003
Skills
Public Administration, Management, Budgets, Project Management, Government, Public Speaking, Contract Negotiation, Negotiation, Public Policy, Marketing, Strategic Planning, Business Development, Analysis, Entrepreneurship, Policy, Process Improvement, Non-profits, Data Analysis, Risk Management, Series 7, Business Strategy, Economic Development, Contract Management, CRM, Project Planning, Change Management, Program Management, Leadership, Team Building, Market Research, Financial Analysis, Proposal Writing, Community Outreach, Research, Teamwork, Public Relations, Program Development, Cross-functional Team..., New Business Development, Training, Energy, Leadership Development, Coaching, Strategic Partnerships, Strategy, Community Development, Forecasting, Management Consulting, Business Process..., Operations Management
Education
San Diego State University-California State University 1998 — 2000
Bachelor of Science, Finance
Palomar College 1995 — 1997
Business/Commerce, General
ClariVest Asset Management LLC September 2014 - Present
Brandes Investment Partners February 2004 - March 2013
Amphora (Formerly TradeCapture Inc.) May 1998 - May 2003
Education
Pace University 1997 — 2001
BBA, Finance
Edgemont
LPL Financial September 2014 - Present
Brandes Investment Partners 2006 - 2011
Brandes Investment Partners 2005 - 2006
Brandes Investment Partners 1998 - 2005
Brandes Investment Partners 1997 - 1998
Brandes Investment Partners 1994 - 1997
Skills
Equities, Mutual Funds, Investment Management, Investments, Managing Accounts, Investment Strategies, Investment Advisory, Securities, Financial Analysis, Microsoft Excel, SharePoint, Microsoft Office, Customer Service, Analysis, CRM, Bloomberg, Separately Managed..., Corporate Actions, Finance, Risk Management, Fixed Income, Portfolio Management
Education
San Diego City College
Everybody Solar January 2011 - Present
Safe Harbor LLP December 2011 - Present
Brandes Investment Partners January 2007 - April 2011
Grandview Design December 2007 - December 2009
Ernst & Young September 2005 - January 2007
Skills
Non-profits, Financial Analysis, Accounting, Solar Energy, Renewable Energy, Business Strategy, Research, Brand Development, Energy, Strategy, Project Management, Business Development, Strategic Planning, Start-ups, Team Building, Entrepreneurship, Photovoltaics, Auditing, Portfolio Management, SEC filings, Internal Controls, Business Planning, Nonprofits, Internal Audit, Due Diligence, Leadership, Cleantech, Time Management, New Business Development, Sustainability, Sustainable Energy, CPA, Data Analysis, Financial Audits, Financial Modeling, Small Business, Finance, Analysis, Management, Process Improvement, Budgets, Sustainable Business, Valuation, Executive Management, Investments, Proposal Writing, Venture Capital, Private Equity, Project Finance, Alternative Energy
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts, Business Economics, Accounting
Ohlone College
City Of Hamilton October 2014 - Present
PLASP Child Care Services January 2014 - September 2014
United States Steel Corporation April 2013 - January 2014
Foresters September 2012 - December 2012
Sunovion Pharmaceuticals Inc. October 2008 - August 2012
Resolve Corporation January 2007 - October 2008
Dion Durrell & Associates January 2006 - January 2007
CIBC Mellon July 2005 - January 2006
Brandes Investment Partners November 2002 - June 2005
Certapay May 2001 - October 2002
Skills
Vendor Management, Business Analysis, Active Directory, Windows Server, Microsoft Cluster, Network Load Balancing, Symantec Endpoint..., Batch Files, DNS management, DHCP, Network Appliance, VMware Workstation, VMware Infrastructure, VMware ESX, Cisco Call Manager, Blackberry Enterprise..., HP Proliant, ILO, vendo, Racking, SAN, System Administration, Enterprise Architecture, Lotus Domino, NetApp, Firewalls, Netbackup, Symantec Backup, Raritan, KVM Switches, Racks, Cabling, Diagrams, IP management, Barracuda Spam Firewall, Dell OpenManage
Education
Ryerson University 1989 — 1993
Western Tech
Western Tech
RPM Mortgage Inc April 2011 - Present
Premium Funding Group September 2001 - April 2011
Brandes Investment Partners 2008 - 2009
Novelle Financial Services 1999 - 2002
Director's Acceptance 1997 - 1999
Indymac Bank 1995 - 1997
Skills
Refinance, Mortgage Lending, New Home Purchase, Purchase Financing, VA Financing, Investment Properties, Loan Origination, Banking, Residential Mortgages, Financial Analysis, FHA, Real Estate
Education
Palomar College
Causeway Capital Management LLC July 2015 - Present
Brandes Investment Partners July 2011 - June 2015
City National Bank June 2010 - June 2011
Education
University of California, San Diego 2007 — 2011
BS, Management Science
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Finance
Sionna Investment Managers July 2011 - December 2014
Queen Mary University of London 2010 - August 2011
Brandes Investment Partners June 2007 - September 2009
IA Clarington Investments August 2006 - June 2007
York University September 2005 - April 2006
York University May 2005 - August 2005
Canadian Imperial Bank of Commerce (CIBC) June 2002 - May 2005
York University September 2004 - April 2005
Conseil scolaire District Catholique Centre-Sud (French Catholic School Board) March 2002 - June 2004
Education
Queen Mary University of London 2009 — 2010
Masters of Science (M.Sc), Law & Finance; Banking and Financial Services with First Class Distinction
York University
Masters (MA), French studies
York University
Bachelors (BA), Economics and French studies
St. Clair County Library - Main Branch January 2013 - Present
Fort Gratiot Township 2012 - Present
My ParaHangover November 2011 - Present
Varney Agency 2004 - 2006
Brandes Investment Partners 2001 - 2003
Duncan Hurst Capital Management 1999 - 2001
Sefton Capital Management 1998 - 1999
BISYS Fund Services 1996 - 1998
Skills
Social Media, Research, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Library, PowerPoint, Copy Editing, Blogging, Books, CSS3, Web Design, WordPress, HTML, FX trading, Securities Market, Stock Trading, Series 6, Series 63, Market Research, Property & Casualty...
Education
The Ohio State University 1987 — 1992
Bachelor of Science (BS), Biomedical Communications
Capital Group August 2013 - August 2014
Brandes Investment Partners July 2010 - March 2013
Brandes Investment Partners August 2007 - July 2010
Brandes Investment Partners January 2003 - August 2007
Brandes Investment Partners January 2002 - January 2003
Brandes Investment Partners November 1998 - January 2002
Washington Asset Management, Inc January 1998 - September 1998
Alexander & Muckermann January 1992 - December 1997
Skills
Microsoft Office, Portfolio Accounting..., Basic investment..., Passed Level I of the..., Microsoft Excel, Process Improvement, PowerPoint, Business Analysis, Data Analysis, Software Documentation, Marketing Strategy, Troubleshooting, Financial Analysis, Customer Service, Microsoft Word, Analysis, Budgets, Outlook, Team Leadership, Strategic Planning, Access, Project Management, Team Building, Management, Portfolio Management, Equities, Investments
Education
San Diego State University-California State University 1989 — 1991
Bachelor in Science Business Administration, Emphasis in Finance
Patrick Henry High School 1984 — 1987
Puplava Financial Services Inc June 2014 - Present
GuidedChoice January 2014 - June 2014
Brandes Investment Partners, L.P. April 2006 - August 2013
Brandes Investment Partners July 2002 - April 2006
Paychex August 2000 - July 2002
Paychex July 1999 - August 2000
Skills
Access, Fixed Income, Investment Strategies, Analysis, Financial Services, Microsoft Excel, Microsoft Office, Alternative Investments, Investments, PowerPoint, Series 63, Value Investing, Finance, Equities, Investment Management, Portfolio Management, Forecasting, Equity Valuation, Accounting, Hedge Funds, Investment Advisory, Managing Accounts, Separately Managed..., Risk Management, Wealth Management, Business Analysis, Management, Bloomberg Terminal, Bloomberg, Leadership, VBA, Securities, Financial Analysis, Financial Modeling, Budgets, Derivatives, Mutual Funds, Asset Management, Asset Allocation, ETFs, Cash Management, Performance Attribution, Customer Service, Trading, Data Analysis, Emerging Markets, Valuation, Series 6, Series 7, Asset Managment
Education
San Diego State University-California State University 2004 — 2007
MBA, Information Decision Systems
San Diego State University-California State University 1997 — 2001
BS, Finance
Montgomery High School 1993 — 1994
Clairemont High School 1991 — 1993
Knobbe Martens Olson & Bear LLP July 2011 - November 2014
Asset Marketing Systems June 2007 - February 2009
Asset Marketing Systems September 2005 - June 2007
Brandes Investment Partners October 2001 - February 2004
LifePro Financial Services October 1999 - September 2001
Skills
Insurance, Outlook, Software Documentation, Intellectual Property, Management, PowerPoint, Legal Writing, Customer Service, Patents, Microsoft Office, Marketing, Securities, Microsoft Excel, Leadership, System Administration, Legal Compliance, Editing, Legal Assistance, Legal Research, Microsoft Word
Education
Dearborn 2000 — 2001
Securities license 6, 63 and 26, Financial Services Industry
Salt Lake Community College
Applied Science, Paralegal Studies Degree
StepStone Group 2012 - Present
Razorpedia March 2013 - August 2015
Focus Strategies 2012 - 2012
Brandes Investment Partners 2008 - 2012
Skills
Strategy, Equity Valuation, Entrepreneurship, Venture Capital, Private Equity, Research, Competitive Analysis, Due Diligence, Business Development, Pattern Recognition
Education
The University of Texas at Austin 2004 — 2008
BBA, Finance- Financial Markets and Banking
Klein High School 2000 — 2004
High School Diploma
Southern California REIT Sponsor March 2015 - Present
Coastal Premier Properties May 2013 - February 2015
Kangleon Chiropractic 2008 - 2013
2008 HSBC Securities Inc 2007 - 2008
Hike Bike Kayak San Diego October 1999 - July 2007
LPL Financial Services January 1999 - January 2000
Brandes Investment Partners January 1998 - January 1999
UBS Investment Bank January 1995 - January 1998
Baring Securities January 1992 - January 1995
Skills
Equities, Trading, Hedge Funds, Investment Management, Business Development, Series 7, Equity Trading, Investment Banking, FX Options, Finance, Bloomberg, Securities, Financial Markets, Series 63, Options, Equity Research, Trading Systems, Brokerage, Electronic Trading, Emerging Markets, Sales, ETFs, Real Estate, Entrepreneurship, Alternative Investments
Education
State University of New York College at Plattsburgh
Bachelor's Degree, Accounting
Brandes Investment Partners January 1998 - Present
Felton Institute/FSA September 2014 - Present
The New Children's Museum January 2006 - Present
The Society of California Pioneers September 2014 - Present
Skills
Finance, Financial Analysis, Portfolio Management, Due Diligence, Asset Management, Corporate Finance, Equities
Education
University of Chicago
Master of Business Administration (M.B.A.), Finance, General
UC Davis
Bachelor of Arts (B.A.), Economics
Ballast Point Investments, LLC March 2011 - Present
Brandes Investment Partners November 2001 - February 2011
Allianz Global Investors September 2000 - October 2001
JPMorgan Chase & Co. - Switzerland August 1996 - March 2000
Citigroup Private Bank, Switzerland 1994 - 1996
Ford Motor Company 1993 - 1994
Inter-American Development Bank 1989 - 1989
Skills
Investments, Equities, Capital Management, Emerging Markets, Asset Management, Fixed Income, Portfolio Management, Investment Strategies, Institutional Clients, Trading, High Yield, Stock Picking, Investment Advisory, Value Investing, Valuation, Asset Managment, Equity Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business
Universidad Complutense de Madrid
Yr. Abroad
Point Loma High
Brandes Investment Partners January 1999 - Present
Bexen Press January 1991 - Present
Skills
Microsoft Excel, Social Networking, SharePoint, Access, Training, Editing, Research, Equities, SQL, Online Advertising, VBA, HTML, Analytics, Contract Negotiation, Investment Management, Investments, Financial Modeling, Financial Analysis, Analysis, Data Analysis, Strategic Planning
Education
University of California, Los Angeles 1984 — 1988
BA, History
Art Instruction
BHHS
SMT
Brandes Investment Partners August 2001 - Present
JP Morgan June 2000 - August 2000
Brookfield Asset Management (Banco Brascan) April 1994 - June 1999
Royal Dutch Shell February 1993 - July 1993
Skills
Valuation, Private Equity, Spanish, Portuguese, English, Equity Research, French, Asset Management, Emerging Markets, Investments
Education
University of California, Berkeley, Haas School of Business 1999 — 2001
MBA, Finance
Universidade Federal do Rio de Janeiro 1991 — 1995
BSc., Economics
Brandes Investment Partners June 2015 - September 2015
William Blair Funds April 2015 - June 2015
GE Capital - Equity March 2012 - July 2014
GE Capital January 2010 - February 2012
National Capital Partners June 2009 - August 2009
CR England June 2009 - August 2009
Skills
CPA, Passed Level I CFA, Passed Level 2 CFA
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2006 — 2009
Bachelor of Business Administration (BBA), Finance, Accounting
CMH Systems, Inc April 1997 - Present
First Insurance Company of Hawaii September 2014 - December 2014
Blood Bank of Hawaii July 2013 - July 2014
Mitchell International December 2010 - November 2011
LPL Financial May 2008 - December 2008
Brandes Investment Partners May 2007 - May 2008
Home Depot Supply March 2006 - March 2007
Mitchell International August 2005 - February 2006
PivX Solutions 2004 - 2005
Visa 2000 - 2003
Skills
Project Management, Business Analysis, Change Management, Process Improvement, MS Project, Project Planning, E-commerce, Requirements Analysis, Analysis, Integration, Business Process, Cross-functional Team..., Leadership, Management, Software Development
Education
The Johns Hopkins University 1984 — 1987
MS, Computer Science
University of San Diego 1974 — 1978
BA, Biology
University of California, Berkeley
Certificate, E-Commerce Business & Technology
Brandes Investment Partners May 1996 - Present
Morgan Stanley September 1989 - May 1995
Skills
Trading Japan, Asia ex, Equities, Bloomberg, Securities, Trading, Alternative Investments, Equity Trading, Capital Markets, Trading Systems, Emerging Markets, Electronic Trading, Value Investing
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
BS
St. John Vianney High School 1980 — 1984
Brandes Investment Partners April 2010 - November 2011
Brandes Investment Partners May 2005 - April 2010
Brandes Investment Partners January 2001 - February 2005
Roger Engemann 1993 - 1995
The Pigrim Group 1986 - 1995
Skills
Trading Manager, Global Trading, Equities, Developing Client..., Investment Strategies, Customer Presentations, Client Interfacing, Managerial Experience, Financial Markets, TCA Reporting, Foreign Exchange..., Foreign Investment, Portfolio Management, International Trade, Management, Alternative Investments, Analysis, Asset Allocation, Asset Management, Bloomberg, Bonds, CRM, Capital Markets, Derivatives, Due Diligence, ETFs, Electronic Trading, Emerging Markets, Equity Research, Equity Trading, Equity Valuation, FINRA, Finance, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Institutional..., Investment Advisory, Investment Management, Investments, Investor Relations, Managing Accounts, Mutual Funds, Options, Private Equity, Relationship Management, Retirement Planning, Securities, Separately Managed...
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Business of Science Business Management, B.S. Management
University of Southern California
Music
Shareholders Service Group April 2012 - Present
Nunn Family Ranch January 2005 - Present
Brandes Investment Partners October 2008 - March 2012
LPL Financial Services October 1997 - September 2000
LPL Financial 1997 - 1999
Jack White & Co. June 1995 - September 1997
Education
San Diego State University-California State University 1993 — 1995
BA, Communicative Disorders
Lazard Asset Management March 2015 - Present
Lazard Asset Management February 2012 - Present
Brandes Investment Partners July 2011 - January 2012
Frontier Market Asset Management June 2010 - December 2010
Fujifilm de Mexico, SA de CV January 2005 - August 2009
Skills
Financial Modeling, VBA, Valuation, Haver Analytics, Data Visualization, R
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
MBA, Finance
The University of Queensland 2004 — 2004
Exchange Student, Engineering in Information Technology
Universidad Anáhuac 2001 — 2004
Bachelor, Engineering in Information Technology
ClearBridge Investments 2007 - 2014
Brandes Investment Partners 2006 - 2007
Skills
Equities, Investments, Fixed Income, Research
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of California, Berkeley
B.S., (Business Administration) / (Industrial Engineering), Business Major GPA: 3.91
Neosho Capital LLC January 2004 - Present
University of San Diego 1998 - Present
Brandes Investment Partners 1996 - 2003
Cooley Godward Kronish LLP 1993 - 1996
UBS 1989 - 1990
HSBC 1986 - 1989
House of Commons January 1984 - August 1984
U.S. Senate Committee on Banking, Housing, and Urban Affairs September 1983 - January 1984
Education
CFA Institute 1998 — 2000
CFA Charterholder, Financial Analysis
Stanford University Law School 1990 — 1993
Juris Doctor, Law
University of Oxford 1984 — 1986
Master of Philosophy, Management Studies
Southern Methodist University 1979 — 1983
Bachelor of Business Administration (BBA), Finance, Organizational Behavior
frederick andrews December 2014 - Present
Pacific Life June 2013 - November 2014
Solugenix Corporation November 2012 - May 2013
Brandes Investment Partners January 2003 - March 2011
REMEC 1998 - 2002
United Technologies 1995 - 1998
Skills
Business Analysis, Business Process, Visio, SDLC, Business Intelligence, PowerPoint, SharePoint, Program Management, Process Improvement, Financial Analysis, Equities, Software Documentation, Vendor Management, Agile Methodologies, Requirements Analysis, Requirements Gathering, Data Analysis, Risk Management, Software Project..., Analysis, Microsoft SQL Server, Project Management, SQL, Business Process..., Access, MS Project, Training, Technical Staff..., Management, Team Leadership, Recruiting, Information Technology
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
MS, Finance
Universidad de Salamanca
Semester Abroad - Spanish Literature and Architecture
University of Rhode Island
BA, English & Art History
Brandes Investment Partners 2009 - 2013
Brandes Investment Partners 2002 - 2009
Brandes Investment Partners 1999 - 2002
Advance Network, Inc. April 1998 - February 2001
Small Business Development and International Trade Center January 1999 - September 1999
American General Financial (Formerly as AVCO Financial) December 1996 - January 1998
Wells Fargo September 1994 - December 1996
Skills
PowerPoint, Securities, Asset Managment, Portfolio Management, Value Investing, Asset Allocation, Financial Analysis, Equities, Investment Management, Investment Advisory, Financial Modeling, Budgets, Mutual Funds, Microsoft Excel, Microsoft Word, Business Analysis, Trading, Valuation, Visio, SharePoint, Investments, Separately Managed..., Quality Assurance, Data Analysis, Charles River IMS, Microsoft Office, ETFs, Asset Management, Investment Strategies, Access, Series 63, Fixed Income, Analysis, Rebalancing, Investment Portfolios, Mandarin, Wealth Management, Investor Relations, Finance, Financial Services, Process Improvement, Options, Management, Equity Trading, Due Diligence, Corporate Actions, Trading Systems, Bloomberg
Education
University of San Diego
International Master of Business Administration (I.M.B.A.), Management and Finance
San Diego State University-California State University
BA, International Economics
Lafayette High School
CME Offshore January 2009 - Present
Accurate Background January 2008 - January 2009
HighTower Software November 2006 - December 2007
Lan International 2005 - 2006
HireRight 2004 - 2005
Plaid Software August 2001 - April 2004
eFunds Corporation May 1998 - May 2000
Linsco Private Ledger May 1997 - May 1998
Brandes Investment Partners May 1995 - May 1997
Paine Webber June 1988 - January 1995
Skills
Process Improvement, Customer Relations, Requirements Analysis, Excel, Windows, Business Analysis, MS Project, Product Development, Visio, Problem Solving, Microsoft Office, Program Management, Account Management, Integration, Product Management, Agile, Documentation, Customer Service, XML, Agile Methodologies
Education
University of California, Irvine 1986 — 1988
BS, Applied Mathematics (Application in Physics)
Huntington Beach High School 1980 — 1984
General
Kforce December 2012 - November 2013
RemX Financial Staffing October 2012 - December 2012
Halcyon Corporations July 2012 - August 2012
Brandes Investment Partners December 2011 - July 2012
Brandes Investment Partners 2005 - 2011
Brandes Investment Partners 1999 - 2004
Union Bank 1998 - 1999
Frazee Industries 1997 - 1998
Skills
Unix, Excel, Access,AS..., SEI, MAS 90, Platinum,..., Eagle Star/Pace, Cor..., User Acceptance..., QuickBooks, Merchant Card Processing, Merchant Banking, Internet Banking, Wire Transfers, Bank Reconciliation, Managing Merchant..., Smartstream TLM, Microsoft Word, Microsoft Excel, Account Reconciliation, Cash Management, Bank Transaction..., SURF, Budgets, Bloomberg, Analysis, General Ledger, Asset Management, Team Building, Quality Assurance, Accounting, Financial Reporting, Access, Financial Modeling, Finance, Mutual Funds, Securities, Investment Management, Fixed Income, Portfolio Management, Software Documentation, Training, Management, Financial Analysis, Investments, Business Analysis, Asset Allocation, Equities, Payroll, Alternative Investments, Revenue Recognition, Work Orders, Opportunity Mapping, Purchase Orders, Records Management
Education
San Diego State University-California State University 1990 — 1993
Business Administration, Finance
Old Mutual Capital December 2005 - April 2012
Brandes Investment Partners 1998 - 2004
Caminar 1996 - 1998
navy 1992 - 1996
Skills
.Net [C#, ASP.NET], Visual Studio..., Server 2008/2005/2000..., T_SQL, SQL Server Reporting..., SQL Server Integration..., SQL Server Analysis..., Business Intelligence, Automation, Process Automation, Mutual Funds, Business Analysis, Vendor Management
Education
Saint Leo University
Bachelor of Arts (B.A.), Psychology
Brandes Investment Partners 1999 - 2013
Nicholas-Applegate 1998 - 1999
Value Investing Partners 1994 - 1996
Skills
Value Investing, Equities, Investment Management, Portfolio Management, Asset Managment, Equity Research, Investment Strategies, Mutual Funds, Investments, Equity Valuation
Education
The University of British Columbia 1996 — 1997
Master of Business Administration (MBA)
University of California, Irvine 1991 — 1992
Teaching Certificate, High school French and History
University of Oregon 1986 — 1990
Liberal Arts, French Language and Literature
Universite de Poitiers 1988 — 1989
Junior Year Abroad, French Language and Literature
Newport Harbor
Scantron October 2009 - Present
Brandes Investment Partners November 2007 - September 2009
Brandes Investment Partners March 2001 - October 2007
Skills
ETL-..., Data Warehousing &..., .NET C# VB, BizTalk, Business Intelligence, .NET, Agile Methodologies, Analysis Services, Software Project..., Data Warehousing, Databases, Enterprise Architecture, Microsoft SQL Server, SharePoint, SSRS, SQL, C#, Software Development, Business Analysis, ETL, SDLC, SSIS, Data Analysis
Education
Pennsylvania State University-Great Valley Graduate Center 1994 — 1996
Master, Industrial Engineering - A.I. and ERP
Saint Joseph's University 1990 — 1991
Master, Computer Science
CFA Society of San Diego January 2013 - Present
Meketa Investment Group July 2012 - Present
American Assets Investment Management January 2011 - July 2012
Morningstar July 2006 - January 2011
Brandes Investment Partners September 2002 - July 2004
Morgan Stanley August 2000 - September 2002
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA
San Diego State University-California State University
B.S. in Business Administration, Finance
Triangle Securities June 2008 - December 2011
Brandes Investment Partners July 2003 - February 2008
Education
San Diego State University-California State University 2001 — 2003
Foresight Global Investors 2015 - Present
Lazard Asset Management 2007 - 2014
Silchester International Investors 2002 - 2007
Morgan Stanley 1998 - 2002
Brandes Investment Partners 1993 - 1998
Waterhouse Securities 1988 - 1993
Skills
Alternative Investments, Equity Research, Asset Allocation, Asset Management, Equities, Fixed Income, Hedge Funds, Investment Management, Portfolio Management, Emerging Markets, Investment Strategies, Valuation, Bloomberg, Mutual Funds, Capital Markets
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2008
MBA, Finance
Syracuse University 1983 — 1988
BA, Economics
Brandes Investment Partners March 2014 - Present
CoreLogic Credco May 2011 - March 2014
Union Bank December 2010 - May 2011
Mitchell1 April 2008 - November 2010
X3 Management June 2007 - April 2008
Accredited Home Lenders March 2003 - March 2007
Kintera February 2002 - February 2003
Digital Systems International Corporation November 1996 - November 2000
LPL financial Services January 1996 - November 1996
Scudder Stevens and Clark July 1994 - December 1995
Skills
T-SQL Stored Procedures, Analytics, Testing, TFS, ETL, Database Design, Data Modeling, Microsoft SQL Server, ssis, ssrs, T-SQL, Databases, SSAS 2008
Education
Northeastern University 1992 — 1994
Master of Computer Science, Database Management
University of Pune 1989 — 1992
BS, Computer Science
Cloud Sherpas November 2014 - Present
M&S Technologies September 2011 - August 2014
Layered Technologies September 2010 - August 2011
WNS Global Services October 2009 - September 2010
Speakeasy, Inc. October 2008 - September 2009
Cartika Inc January 2008 - October 2008
Frontline Direct January 2006 - December 2007
Brandes Investment Partners July 2004 - December 2005
McAfee January 2004 - July 2004
BEC Financial Services May 2003 - December 2003
Skills
CRM, Salesforce.com, IT Strategy, Project Management, Enterprise Software, Solution Architecture, Regulatory Compliance, Sales Engineering, Security, Professional Services, Managed Services, Integration, Network Security, VMware, Data Center, Disaster Recovery, Co-location, Virtualization, Computer Security, Switches, Routers, VMware ESX, Management
Education
The University of Texas at Dallas 2001 — 2003
Bachelor of Science, Business Administration, MIS
The University of Texas at Austin 1996 — 1998
Biology, Computer Science
Blast Motion, Inc. May 2015 - Present
The UPS Store July 2014 - April 2015
CRDG January 2013 - December 2014
Aspen Marketing Services February 2012 - November 2012
Brandes Investment Partners 2004 - December 2011
Intuit 1999 - 2004
LPL Financial 1997 - 1999
Skills
Technical Leadership, ALM/SDLC, Agile/Scrum, Software Quality..., SDLC, Agile Methodologies, Quality Assurance, TFS, Scrum, Testing, Waterfall, Test Automation, Requirements Analysis, Quality Center, Regression Testing, Visio, SQL, SharePoint, Test Management, Process Improvement, Software Development, C#, Software Documentation, Software Project..., XML, JavaScript, Databases, ASP.NET, Agile Project Management, Web Applications, Mobile Applications, Visual Studio, CSS, .NET, Integration, Web Services, System Testing, Integration Testing, ETL, User Acceptance Testing, Microsoft SQL Server, Business Analysis, Business Intelligence
Education
Point Loma Nazarene University 1980 — 1983
Acacia Wealth Advisors November 2007 - Present
Stone Carlie February 2003 - November 2007
Ernst & Young 1999 - February 2003
Roger Engemann 1998 - 1999
Brandes Investment Partners 1997 - 1998
Education
San Diego State University-California State University 1989 — 1994
B.S., Business Administration - Financial Services
Mercator Asset Management August 2009 - Present
C.A.M., LLC December 2008 - August 2009
Northern Trust Value Investors August 2004 - August 2008
Medius Capital Group April 2003 - August 2004
Brandes Investment Partners August 1996 - March 2003
Wells Capital Management August 1994 - August 1996
Paine Webber April 1993 - August 1994
Skills
Asset Management, Business Development, Investments, Asset Allocation, Investment Management, Valuation, Equities, Portfolio Management, Investment Banking, Mutual Funds, Equity Research, Emerging Markets, Risk Management, Financial Modeling, Securities, Financial Analysis, Strategic Planning, Alternative Investments, Bloomberg, Investment Strategies, Equity Valuation, Asset Managment, Private Equity
Education
University of Houston 1992 — 1996
MBA, Finance
Texas A&M University 1988 — 1992
BA, English
Brandes Investment Partners May 2014 - Present
Brandes Investment Partners March 2009 - April 2014
Brandes Investment Partners 2006 - 2009
Brandes Investment Partners March 2001 - 2006
CapitalWorks 1998 - 2000
Duncan Hurst Capital Mgt 1994 - 1998
Skills
Bloomberg Terminal, ETFs, Alternative Investments, Separately Managed..., Microsoft Word, Process Improvement, Equities, Asset Allocation, Valuation, Portfolio Management, Investment Management, Analysis, Risk Management, Mutual Funds, Investment Advisory, Business Intelligence, PowerPoint, Managing Accounts, Asset Management, Value Investing, Investment Strategies, Trading Systems, Management, Emerging Markets, Asset Managment, Finance, Series 7, Securities, Bloomberg, Financial Analysis, Financial Services, Budgets, Equity Research, Customer Service, Fixed Income, Microsoft Office, Capital Markets, Microsoft Excel, Business Analysis, Wealth Management, Strategic Financial..., Performance Attribution, Bonds, Equity Trading, Investments, Access, Trading, Financial Markets, Hedge Funds
Education
La Jolla High School
University of California, Los Angeles
BA
Empyrean Capital Partners June 2015 - August 2015
Brandes Investment Partners August 2010 - August 2014
Credit Suisse June 2009 - August 2009
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA)
University of California, Berkeley, Haas School of Business 2006 — 2010
Phillips Academy Andover 2003 — 2006
Brandes Investment Partners February 1999 - Present
Skills
Mutual Funds, Investment Management, Portfolio Management, Asset Management, Investment Strategies, Investments, Equities, Investment Advisory, Alternative Investments, Fixed Income, Asset Allocation, Wealth Management, Separately Managed..., Finance
Education
Texas A&M University 1988 — 1994
BBA, Finance and Financial Management Services
USAA October 2013 - Present
San Diego Area December 2010 - October 2013
First American Funds June 2009 - December 2010
Brandes Investment Partners June 1996 - June 2009
Education
Saint John's University - Peter J. Tobin College of Business 1991 — 1994
Bachelor Science, Business Management
CBRE February 2015 - Present
Starboard Capital Advisors January 2010 - Present
Appraisal Group, Inc. February 2014 - February 2015
Reznick Group June 2009 - February 2010
CB Richard Ellis February 2006 - May 2009
NextPhase Wireless, Inc 2005 - 2006
Deeds Realty Services, LLC 2003 - 2005
Brandes Investment Partners 1999 - 2001
Summit Global Management 1996 - 1998
Primo Yacht Deliveries 1993 - 1995
Skills
Commercial Real Estate, Real Estate Economics, Valuation, Investments, Equities, Finance, Real Estate Transactions, Real Estate, Corporate Finance, Portfolio Management, Brokerage, Appraisals, Investment Management, Real Estate Development
Education
San Diego State University-California State University 1987 — 1991
B.S., Real Estate Finance
Metis Global Partners November 2013 - Present
Brandes Investment Partners March 2011 - November 2013
Brandes Investment Partners December 2007 - February 2011
Brandes Investment Partners May 2005 - December 2007
ABN AMRO Bank January 2000 - December 2003
Alcatel December 1997 - December 1999
Skills
Securities, Hedge Funds, Bloomberg, Asset Allocation, Analysis, Valuation, Performance Attribution, Equity Valuation, Equities, Investment Strategies, Asset Managment, Asset Management, Investment Management, Fixed Income, Financial Modeling, Financial Markets, Investments, Capital Markets, Alternative Investments, Portfolio Management, Trading, Equity Research, Financial Analysis, Bonds, Derivatives, Investment Banking, Commodity Risk..., Mutual Funds, Value Investing, VBA, Wealth Management
Education
Université Paris Descartes 1997 — 1998
DESS, Banking Finance
Ecole Normale Superieure de Cachan 1995 — 1996
DEA, Microeconomics, Decision Science
Odessa State Polytechnic University 1988 — 1993
Master of Science (MS), Radioengineering
North Coast Calvary Chapel July 2010 - May 2012
North County Career Transitions August 2009 - February 2012
The Little Gym July 2004 - June 2007
Brandes Investment Partners April 1995 - July 2004
Skills
Human Resources, Management, Performance Management, Policy, Recruiting, Leadership Development, Team Building, Organizational...
Education
University of California, San Diego 1997 — 2000
HR Professional Certificate, Human Resources Management
Salisbury University - Perdue School of Business 1988 — 1992
BS, Business Administration
Brandes Investment Partners October 2012 - Present
City National Bank August 2010 - October 2012
City National Bank August 2008 - November 2010
Paradise Point Resort & Spa August 2006 - August 2008
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Barrow, Hanley, Mewhinney & Strauss August 2015 - Present
University of California, Berkeley August 2013 - May 2015
Brandes Investment Partners August 2009 - August 2013
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Master of Business Administration (MBA)
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2008
BBA, Finance
Friction Asset Management January 2013 - Present
Manulife Securities Investment Services Inc. March 2013 - Present
Manulife Financial December 2009 - December 2012
Brandes Investment Partners May 2008 - December 2009
Altamira June 2006 - May 2008
National Bank of Canada April 2006 - June 2007
Brandes Investment Partners September 2002 - April 2006
Fidelity Investments 1996 - 2002
Fidelity Investments 1993 - 1996
Skills
Investment Strategies, Asset Managment, Investments, Wealth Management, Retirement, Equities, Mutual Funds, Strategic Financial..., Asset Management, Portfolio Management, Retirement Planning, Financial Services, Banking, Alternative Investments, Investment Advisory, Asset Allocation, Securities, Leadership, Finance, Financial Advisory, ETFs
Education
Saint Mary's University 1984 — 1988
Bachelor's Degree, Finance and Marketing
Brandes Investment Partners April 2000 - Present
Brandes Investment Partners April 2000 - Present
Computer Sciences Corporation August 1997 - March 2000
Systems Engineering Associates April 1996 - August 1997
Computer Sciences Corporation March 1993 - March 1996
Skills
T-SQL Stored Procedures, SSRS, Business Intelligence, Custom Reports, Unix Shell Scripting, SSIS, T-SQL, TFS, MDX, Microsoft SQL Server, SQL, Access, Database Design, ETL, Analysis Services, Databases, SharePoint, Visio, Data Modeling, Data Warehousing, DTS, OLAP, Visual Studio, SDLC, SQL Tuning, C#, ASP.NET, .NET, Business Intelligence..., WPF, Agile Methodologies, Visual Basic, Scrum, Requirements Analysis, Unix
Education
San Diego State University-California State University 1988 — 1992
Bachelor of Science, Computer Science
Community Trust Company June 2013 - Present
CGI April 2012 - April 2013
RPM Technologies September 2011 - April 2012
Strategic Information Technology Ltd March 2008 - September 2011
Fidelity Employer Services Company April 2003 - February 2008
interim May 2006 - September 2006
Royal Bank September 2000 - September 2002
Brandes Investment Partners 2000 - 2001
laundering training July 1999 - September 2000
CIBC Securities Inc December 1995 - July 1999
Skills
Quality Assurance, Requirements Gathering, Portfolio Management, Business Analysis, Software Documentation, User Acceptance Testing, Testing, Product Demonstration, SQL, SDLC, Requirements Analysis, Business Process..., Training, Visio, Business Requirements, Customer Service, Systems Analysis, Business Process, Team Management, Management, Software Project..., Oracle, Financial Services, PMO, Call Centers, Business Intelligence, Leadership, Analysis, SharePoint, Change Management, Test Planning
Education
Seneca College of Applied Arts and Technology 2013 — 2013
SQL, Course Completed with Passing Grade
York University 1992 — 1996
BA, History and Economics
York University 1992 — 1996
BA, History; economics
Thornhill 1987 — 1992
Apple June 2014 - Present
The Pride Center at SDSU December 2013 - May 2015
XIFIN, Inc. July 2012 - January 2014
Isa Magazine January 2011 - July 2013
F&H Health Care Inc August 2010 - June 2012
Brandes Investment Partners September 2011 - October 2011
Collision Buzz July 2010 - August 2010
Creo Magazine August 2009 - May 2010
Gay Travel August 2009 - December 2009
Denver Public Library August 2008 - May 2009
Skills
Digital Photography, Social Media, Social Networking, Blogging, Facebook, Graphic Design, Social Media Marketing, Photoshop, Adobe Creative Suite, Research, Typography, Program Management, Management, Microsoft Office, Customer Service, Collaborative Problem..., Troubleshooting, Technical Support, Photo Editing, Event Management, Event Planning, SEO, Team Building, Public Speaking, Branding & Identity, Project Management, Market Research, Marketing, Apple Software, Apple Pages, Apple Safari, OS X, Microsoft Excel, PowerPoint, Microsoft Word, WordPress, Web Design, Marketing Communications, Facebook Marketing, Salesforce.com, College Teaching, Leadership, Multi-cultural team..., Multicultural Education, LGBT Rights, iPhone Support, iPad Support, iPod, iPhone, iPad Development
Education
San Diego State University-California State University 2012 — 2015
Bachelors, Art History, Criticism and Conservation
San Diego Mesa College 2009 — 2011
University of Colorado Denver 2007 — 2009
BFA, Multimedia
Seamatica Aerospace, Limited February 2013 - Present
R Cubed Engineering February 2010 - Present
Pheedo, Inc. 2007 - 2008
Brandes Investment Partners 2002 - 2008
Next Left 2000 - 2002
Systems Engineering Associates 1997 - 2000
Alpharel/Optigraphics 1994 - 1996
Education
San Diego State University-California State University
MS, Computer Science
Eagle Investment Systems April 2012 - Present
Brandes Investment Partners September 2004 - May 2011
Brandes Investment Partners August 2004 - March 2011
Brandes Investment Partners August 2005 - March 2008
Brandes Investment Partners August 2004 - August 2005
Capital One Auto Finance October 2001 - February 2004
PeopleFirst.com September 2001 - January 2004
Skills
SQL Server, Business Intelligence, SSRS, SQL, Databases, T-SQL, Data Warehousing, SSIS, Visio, SharePoint, SDLC, ASP.NET, C#, Unix, Business Analysis, .NET
Education
University of San Diego 2000 — 2003
Computer Science
The University of New Mexico 1999 — 2000
Computer Science
The University of New Mexico 1999 — 2000
ELECTRICAL THEORY
Brandes Investment Partners November 2007 - November 2011
Skills
Investments, Mutual Funds, Investment Management, Portfolio Management, Capital Markets, Investment Strategies, Equities, Asset Management, Bloomberg, Valuation, Equity Valuation, Financial Modeling, Financial Markets, Securities, Fixed Income, Alternative Investments, Equity Research, Asset Allocation, Bonds, Hedge Funds, Wealth Management, Investment Advisory, Capital IQ
Education
Queen's University 2012 — 2013
Master of Finance
Canadian Securities Institute
Investment Funds Institute of Canada
York University
BA
Brandes Investment Partners May 2004 - Present
Brandes Investment Partners August 1999 - May 2004
TRI-AD September 1996 - August 1999
Skills
Equities, Investment Management, Mutual Funds, Investments, Portfolio Management, Value Investing, Separately Managed..., Investment Advisory, Series 63, Securities, Trading, ETFs, Bonds, Series 7, Wealth Management, Finance
Education
San Diego State University-California State University 2000 — 2004
Bachelor of Science (BS), Business Administration - Finance
Alliant Insurance Services August 2014 - Present
Gafcon, Inc. February 2013 - August 2014
Brandes Investment Partners July 2005 - February 2013
Skills
SSIS, SSRS, Microsoft SQL Server, Business Intelligence, SharePoint, Data Warehousing, T-SQL, SQL, Analysis Services, ETL, SDLC, MDX, Databases, Agile Methodologies, TFS
Education
Oakland University
Bachelor of Science (BS), Computer Science
Brandes Investment Partners 2010 - 2013
Skills
Microsoft Excel, SSRS, SQL, Scrum, Data Analysis, SDLC, Database Design, T-SQL, Microsoft SQL Server, SharePoint, Databases, TFS, Business Intelligence, IT Management, Agile Methodologies, Requirements Gathering, Securities, Vendor Management, Software Development, Investments, Process Improvement, Business Analysis, Software Project..., Visual Studio, Software Documentation, Equities, Integration, Asset Management, C#, Unix, Agile Project Management, .NET, Requirements Analysis
Education
San Diego State University-California State University
Bachelor of Science (B.S.), Computer Science
Brandes Investment Partners July 2013 - Present
Brandes Investment Partners November 1996 - July 2013
Skills
Chartered Financial..., Investment Strategies, Investments, Portfolio Management, Asset Management, Equities, Investment Management, Value Investing, Asset Allocation, Alternative Investments, Mutual Funds, Equity Research, Fixed Income
Education
San Diego State University-California State University 1990 — 1993
Master of Business Administration (MBA), Finance, General
San Diego State University-California State University 1980 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Brandes Investment Partners 2000 - 2011
Education
San Diego State University-California State University
Finance, General
Brandes Investment Partners August 1999 - Present
IFC - International Finance Corporation August 1995 - June 1999
Education
Northwestern University - Kellogg School of Management 1998 — 1999
MBA
University of Pennsylvania - The Wharton School 1991 — 1995
BSE, Finance and Management
Ken Stern & Associates June 2011 - April 2015
Brandes Investment Partners December 2008 - December 2009
College Works Painting September 2006 - August 2007
Skills
Financial Reporting, Financial Services, Financial Markets, Financial Statements, Market Research, Managing Database, Database Administration, Account Reconciliation, Cost Accounting, Money Transfers, ACH, Notary Public, Finance, Microsoft Excel, Financial Analysis, Microsoft Office, Leadership, Data Analysis, Time Management, Microsoft Word, Teamwork, Investments, Corporate Finance, Banking, Cash Management, Trading
Education
San Diego State University-California State University 2005 — 2010
Bachelor of Arts (B.A.), Economics