Froley, Revy Investment Co.
Founded: 1975 Parent organization: SSI Investment Management Inc.
Froley, Revy Investment Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Froley, Revy Investment Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Froley, Revy Investment Co. Employees
KBW September 2003 - Present
Wells Fargo May 2002 - August 2003
Froley, Revy Investment Co. September 2001 - May 2002
Skills
Equities, Valuation, Equity Research, Financial Modeling, Series 7, Fixed Income, Investments, Corporate Finance, Series 63, Equity Valuation, Financial Analysis
Education
University of California, Berkeley Extension 2005 — 2009
University of California, Santa Barbara 1997 — 2001
Bachelor of Arts (B.A.), Dual Major in Business Economics & Communication
SSI Investment Management March 2012 - Present
SSI Investment Management August 2010 - February 2012
Independent Capital Finance March 2007 - August 2010
Froley, Revy Investment Co. June 2000 - March 2007
Telekurs Financial September 1995 - July 1998
Skills
Interest Rate..., Convertible Bonds, Portfolio Management, Fixed Income, Hedge Funds, Equities, Alternative Investments, Options, Derivatives, Asset Management, Trading, Asset Allocation, Investments, Investment Management
Education
UCLA Anderson School of Management 1998 — 2000
MBA, Finance
Lehigh University 1991 — 1995
BS, Finance
Westfield October 2008 - Present
Froley, Revy Investment Co. January 2007 - October 2008
Azteca America December 2004 - December 2006
Execpro Services, Inc. January 2001 - December 2004
Execpro Services, Inc. July 1999 - December 2000
Skills
Fluent in Spanish, Excel, PowerPoint, TM1, JD Edwards, SAP, Access, Quickbooks, ADP Payroll
Education
Georgetown University - The McDonough School of Business 1996 — 1998
BS, International Business, Government
Santa Monica College 1994 — 1996
AA, Business Administration
SSI Investment Management November 2011 - Present
Wells Fargo Private Bank June 2008 - November 2011
Froley, Revy Investment Co. June 1998 - June 2008
Pacific Strategic Fund Group / Pegasus Holdings 1996 - 1998
Merrill Lynch 1992 - 1994
Wells Fargo Securities 1990 - 1992
Municicorp of California 1989 - 1990
Prudential Securities 1988 - 1989
Skills
Portfolio Management, Portfolio Strategy, Factset, SEI, Bloomberg, Moxy, Asset Allocation, Wealth Management, Alternative Investments, Convertible Bonds, Commodities, Equities, Fixed Income, Client Communication, Commodity, Money Management, Hedge Funds, Capital Markets, Investment Management, Bonds, Due Diligence, Mutual Funds, Investments, Risk Management, Strategy, Investment Strategies, Securities, Institutional..., Relationship Management, Retirement Planning, Wealth Management..., Equity Research, Investment Advisory, Asset Management, Financial Services, ETFs, Wealth, Financial Advisory
Education
University of California, Los Angeles - The Anderson School of Management 1994 — 1996
MBA, Finance
University of California, Los Angeles 1984 — 1989
BA, English
El Toro High School 1980 — 1984
SSI Investment Management March 2009 - Present
Froley, Revy Investment Co. January 2004 - February 2009
Skills
Alternative Investments, Hedge Funds, Bloomberg, Equities, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Investment Management, Trading, Convertible Bonds, Convertible Securities, Options, Asset Managment, Valuation, Securities, Derivatives, Bonds, Capital Markets, Asset Management
Education
Pomona College 1999 — 2003
Bachelor's Degree, Politics
Beachy Cream September 2009 - Present
Froley, Revy Investment Co. 1996 - 1999
Skills
Chocolate, Gourmet, Ice Cream, Food, Social Media Marketing, Marketing, Strategic Planning, Event Management, Social Media, Marketing Strategy, Management, Public Speaking, Business Strategy, Customer Service, Entrepreneurship, Hospitality, Project Management, Sales, New Business Development, Event Planning, Microsoft Office, Business Planning, Advertising, Online Marketing, Start-ups, Online Advertising, Social Networking
Education
John Thomas Dye
Harvard-Westlake
University of California, Los Angeles 1973 — 1977
B.A., Theater Arts, MPTV
The American Film Institute Conservatory 1977 — 1979
MFA, Producer Fellow
Westlake School
SSI Investment Management June 2009 - January 2015
AllianceBernstein March 2009 - July 2009
Froley, Revy Investment Co. 2007 - 2009
Skills
Bloomberg Terminal, Convertible Bonds, Bloomberg, Fixed Income, Alternative Investments, Investments, Portfolio Management, Derivatives, Financial Modeling, Financial Analysis, Capital Markets, Equity Research, Investment Management, Trading
Education
University of Miami 2004 — 2006
BS, Finance
Bank of America May 2014 - Present
Bank of America July 2013 - May 2014
Bank of America July 2012 - June 2013
Bank of America June 2011 - July 2012
Bank of America June 2010 - August 2010
SSI Investment Management March 2009 - June 2009
Froley, Revy Investment Co. August 2005 - March 2009
Froley, Revy Investment Co. August 2004 - August 2005
The Candace Lake Agency August 2003 - July 2004
Skills
Financial Modeling, Analytics, Financial Analysis, Access, Microsoft Excel, Risk Management, Portfolio Management, Trading, Investments, Investment Strategies, Equities, Business Strategy, Cost Accounting, Data Modeling, Relational Databases, Convertible Bonds, Excel, VBA, Program Management, Bloomberg, Process Improvement, Capacity Management, Strategic Financial..., WordPress
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Syracuse University 2002 — 2004
MA
Penn State University 1998 — 2002
BS
Doheny Asset Management September 2010 - Present
Wimmer Associates/RWT Investment Advisers December 2001 - April 2010
Froley, Revy Investment Co. September 1999 - December 2001
Bjurman and Associates 1992 - 1997
Wilshire Associates 1989 - 1993
Skills
Portfolio Management, Asset Management, Equities, Financial Modeling, Convertible Bonds, Technical Analysis, Quantitative Analysis, High Net Worth..., Institutional Investors, Investments, Industry Analysis, Fixed Income, Valuation, Equity Research, Asset Managment, Bonds, Competitive Analysis, Institutional..., Investment Management, Financial Analysis, Quantitative Analytics, Equity Trading, Investment Advisory, Capital Markets, Derivatives, Trading, Alternative Investments, Asset Allocation, Options, Bloomberg, Securities, Hedge Funds, Investment Strategies, Mutual Funds, Series 7
Education
University of California, San Diego 1984 — 1989
B.A., Quantitative Economics, Minor in Mathematics and Literature
First Pacific Advisors January 2011 - Present
Froley, Revy Investment Co. April 1998 - December 2008
Skills
Fixed Income, Equities, Alternative Investments, Hedge Funds, Securities, Convertible Bonds, Valuation, Asset Allocation, Bloomberg, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Colgate University 1994 — 1997
Bachelor's degree, Economics
Meritage Midstream April 2014 - Present
Union Pacific Railroad October 2009 - April 2014
Union Pacific Railroad 2005 - 2008
Union Pacific Railroad 2005 - 2007
Froley, Revy Investment Co. 2003 - 2005
US Navy 1993 - 1997
Skills
Contract Negotiation, Logistics, Petroleum, Pricing, Forecasting, Leadership, Transportation, New Business Development, Negotiation, Operations Management, Business Development, Budgets, Energy, Sales, Business Strategy, CRM, Deal Sourcing, Start-ups, Business Model...
Education
University of Nebraska at Omaha 2008 — 2009
MBA, International Business
Western State University 1997 — 2001
BS, Economics / Political Science, 3.5
Heritage Asset Managers, Inc. January 2005 - Present
Froley, Revy Investment Co. 1996 - 2005
Skills
Investments, Equities, Hedge Funds, Fixed Income, Alternative Investments, Asset Management, Chartered Financial..., Trading, High Net Worth...
Education
Emory University 1991 — 1996
BS, Physics
Catholic High School 1987 — 1991
Audrey Hepburn Children’s Fund / Licensing Artists / Audrey Hepburn Estate May 2007 - Present
Froley, Revy Investment Co. January 2005 - February 2007
Pacific Soundwaves January 2004 - January 2005
Froley, Revy Investment Co. February 2003 - January 2004
BBP Recording Studios, Inc. August 1998 - January 2003
POP Sound November 1993 - August 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Budgets, Strategic Planning, Negotiation, Mac, PC, Social Media
Education
Georgia State University 1985 — 1989
Bachelor of Science - Cum Laude, Commercial Music
FPA 2011 - Present
Froley, Revy Investment Co. August 2003 - December 2008
Froley, Revy Investment Co. April 1998 - December 2008
Froley, Revy Investment Co. August 2001 - August 2003
Froley, Revy Investment Co. August 1999 - August 2001
Froley, Revy Investment Co. April 1998 - August 1999
Education
Pepperdine University 2008 — 2010
Masters, Business Administration
Colgate University 1993 — 1997
Bachelor of Arts, Economics