PIMCO Company
Industry: Private banking company
DescriptionPacific Investment Management Company, LLC is an American investment management firm focusing on fixed income and headquartered in Newport Beach, California, with 2,300 employees working in 14 offices across 11 countries, and $1.77 trillion in assets under management as of 31 March 2018. Assets under management: 1.77 trillion USD (31 March 2018) CEO: Emmanuel Roman (1 Nov 2016–) Headquarters: Newport Beach, California, United States Parent organization: Allianz SE Founded: 1971, Newport Beach, California, United States Founders: Bill H. Gross, Jim Muzzy, Bill Podlich
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PIMCO Employees
Boot Barn December 2014 - Present
Mindspeed Technologies June 2013 - April 2014
Capital Guardian Trust Company November 2012 - March 2013
PIMCO May 2012 - October 2012
Western Asset Management October 2011 - March 2012
State Street March 2009 - May 2011
Pacifica Group, LLC January 2007 - January 2009
MGM Studios 2002 - 2003
Canon USA November 2000 - June 2002
Arthur Andersen LLP August 1998 - June 2000
Skills
Ad Hoc Reporting, Settlements, Data Analysis, Forecasting, Budgeting, Reconciliation, Financial Modeling, Excel, Financial Reporting, Financial Analysis, Asset Management, Microsoft Excel, Account Reconciliation, Budgets, Project Management, Settlement, Banking, Accounting, Finance, Analysis, Corporate Finance, Management
Education
Wellesley College 1994 — 1998
BA, Cognitive Science
Boston Latin School 1989 — 1994
High School
Harvard University 2015 - Present
PIMCO 2015 - 2015
World Bank Group 2014 - 2014
Fitch Ratings March 2007 - July 2013
Barclays October 2005 - February 2007
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
MPA
University of Pennsylvania - The Wharton School 2013 — 2015
MBA, Finance
Lancaster University
MSc
Athens University of Economics and Business
BSc
YPM April 2014 - Present
PIMCO August 2009 - April 2014
Supplemental Health Care June 2008 - April 2009
Roth Staffing January 2007 - April 2008
Roth Staffing March 2006 - January 2007
Roth Staffing May 2005 - March 2006
Skills
Applicant Tracking..., Talent Acquisition, Onboarding, Internet Recruiting, Recruiting, Executive Search, Human Resources, Temporary Staffing, Sourcing, Talent Management, Temporary Placement, Management, Account Management, Interviews, Employee Relations, Screening Resumes, Screening, Employee Benefits, Cold Calling
Education
Brigham Young University
Bachelor of Science, Sociology
PIMCO May 2011 - Present
Technology Associates July 2006 - April 2011
Olympic College August 2001 - July 2006
Skills
.NET, TFS, Microsoft SQL Server, IIS, ASP.NET, ASP.NET MVC, Visual Studio, Silverlight, WPF, C#, AJAX, XSLT, ASP, WinForms, VBScript
Education
Andrews University 1997 — 2001
Bachelor of Science (BS), Computer Science
Bridge Investment Group Partners July 2012 - Present
Bridge Investment Group Partners July 2010 - June 2012
KellyConnect September 2009 - July 2010
Brigham Young University January 2009 - August 2009
Global Financial Advisors September 2007 - April 2009
US Treasury September 2008 - December 2008
PIMCO June 2008 - August 2008
Merrill Lynch September 2007 - December 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Investments, Private Equity, Analysis, Due Diligence, Research, Equity Research, Finance, Equities, DCF, Corporate Finance, Leadership, Asset Management, Mergers & Acquisitions, Portfolio Management, Real Estate, Venture Capital, Commercial Real Estate, Alternative Investments, Auditing, Business Valuation, Real Estate Economics, Bloomberg Terminal
Education
Brigham Young University 2003 — 2009
Undergraduate
Goldman Sachs October 2011 - May 2015
Meadows Asset Management July 2011 - October 2011
PIMCO May 2011 - July 2011
Merrill Lynch January 2011 - April 2011
Student Run Fund August 2010 - April 2011
Beneficial Life September 2010 - December 2010
Soltis Investment Advisors September 2010 - December 2010
APX Security April 2009 - August 2009
World Financial Group June 2008 - December 2008
Skills
Portfolio Management, Investments, VBA, Derivatives, Options, Financial Modeling, Equities, Fixed Income, Financial Risk, Finance, Corporate Finance, Valuation, Leadership, Analysis, Mutual Funds, Securities, Strategic Financial..., Bloomberg, Trading, Financial Planning
Education
Brigham Young University 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Brigham Young University 2006 — 2011
Bachelors of Science, Marriott School of Business: Finance
KKR January 2014 - Present
PIMCO November 2008 - December 2013
PIMCO July 2007 - November 2008
UBS Investment Bank June 2006 - August 2006
Capstone Partners LLC September 2005 - December 2005
Merrill Lynch June 2005 - August 2005
Skills
Portfolio Management, Global Macro, Interest Rate..., Macroeconomics, Currency, Emerging Markets, Bonds, FX Options, Equity Research, Value Investing
Education
Columbia University - Columbia Business School 2012 — 2013
Master of Business Administration (MBA), Finance and General Management
Babson College 2003 — 2007
Bachelors of Science, Finance and Economics
Harvard University 2005 — 2005
Summer Coursework in Capital Acquisition and M&A, Banking, Corporate, Finance, and Securities Law
Colegio Nueva Granada
High School
Convertro February 2015 - Present
Convertro January 2014 - Present
PIMCO June 2013 - January 2014
Deutsche Bank October 2011 - June 2013
New York City Coalition Against Hunger October 2011 - November 2011
National Counsel for Science and the Environment June 2011 - August 2011
Brown University, Swartz Lab June 2010 - May 2011
Brown University, Dean of the College, Science Center February 2010 - May 2011
Brown University September 2010 - December 2010
Brown University, Schmitt Lab February 2008 - August 2009
Skills
Matlab, Management, Analysis, Event Planning, Community Outreach, Microsoft Excel, French, Microsoft Office, Scheduling, Digital Marketing, Attribution Modeling, Attribution, Data Analysis, Databases, Big Data Analytics, Big Data, Product Management, Project Management
Education
Brown University 2007 — 2011
Bachelor of Science, Biology-Geology
Spaulding High School 2003 — 2007
Oakley July 2010 - Present
U.S. Department of State January 2010 - March 2010
PIMCO June 2008 - August 2008
The White House January 2008 - April 2008
Education
Brigham Young University
Bachelor of Arts, Economics
Amazon August 2012 - Present
PIMCO November 2009 - August 2012
Standard & Poor's March 2008 - November 2009
ANZ Investment Bank May 2007 - August 2007
Amdocs July 2004 - August 2006
TCS September 2003 - May 2004
Skills
C++, Python, Trading Systems, VBA, SQL, Java, Perl, Software Development, Oracle, Unix, Financial Modeling, Fixed Income, Algorithms, Programming, Analytics, Agile Methodologies
Education
City University of New York 2006 — 2007
MS, Financial Engineering
Birla Institute of Technology and Science, Pilani 1998 — 2003
BE (Hons.), Computer Science
Birla Institute of Technology and Science, Pilani 1998 — 2003
MSc (Hons.), Mathematics
PIMCO July 2014 - Present
Google 2013 - 2013
PIMCO March 2009 - July 2012
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
Brigham Young University 2007 — 2008
Bachelor of Applied Science (BASc), Corporate Finance
timpanogos
PIMCO October 2014 - Present
Infosys January 2014 - Present
Infosys October 2011 - Present
BP April 2012 - March 2013
Infosys Technologies Ltd August 2008 - September 2011
Skills
ASP.NET, XML, C#, SQL, JavaScript, Web Services, LINQ, jQuery, SSRS, CSS, .NET, ASP.NET MVC, UML, Entity Framework, SharePoint, AngularJS, Software Development, OOP
Education
Anna University 2004 — 2008
Bachelor of Engineering (B.E.), Mechatronics, Robotics, and Automation Engineering
M S P Solai nadar mem higher sec school 1996 — 2003
HSC, Mathematics and biology, HSC
PIMCO October 2014 - Present
Citi July 2013 - October 2014
Skills
Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 2010 — 2012
BlackRock 2014 - Present
PIMCO June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Mandarin, Financial Modeling, Microsoft Office, Microsoft Excel, Photography, Research, Economics, Valuation, Financial Analysis, R, Financial Accounting
Education
University of Pennsylvania 2011 — 2014
B.A., Economics
Boston University 2010 — 2011
B.A., Economics
Choate Rosemary Hall 2006 — 2010
State Street Global Advisors July 2014 - Present
Morgan Stanley June 2013 - August 2013
PIMCO October 2010 - August 2012
PIMCO May 2008 - October 2010
FundingUniverse.com January 2008 - May 2008
FrontPoint Partners July 2007 - August 2007
Brigham Young University September 2006 - June 2007
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Brigham Young University 2002 — 2008
BA, Economics
PIMCO February 2013 - Present
TD Asset Management January 2009 - February 2013
Fidelity Investments October 2006 - January 2008
Fidelity Investments July 2006 - October 2007
Cornelious Pools May 2006 - July 2006
Scott-Moncrieff October 2005 - April 2006
Enhanced Marketing Solutions Co May 2004 - August 2005
Skills
Strategic Financial..., Retirement Planning, Financial Analysis, Financial Services, Portfolio Management, Financial Modeling, Investments, Asset Managment, Strategic Planning, Estate Planning, Mutual Funds, Risk Management, Business Planning, Banking, Wealth Management, Business Strategy, Asset Allocation, Equities, Insurance, Business Development, CRM, Financial Advisory, Relationship Management, Strategy
Education
CSI
Portfolio Management Techniques (PMT)
CSI
Investment Management Techniques (IMT)
CSI 2013 — 2013
Canadian Securities Course (CSC)
The Humphrey Group Inc 2013 — 2015
Speaking as a Leader
Boston College 2008 — 2008
Techniques for Successful Presentations
Boston College 2008 — 2008
Influencing: How to Achieve Results
Boston College 2008 — 2008
Project Management for Everyone
IFIC 2008 — 2008
The Canadian Investment Funds Course (IFIC)
George Brown College 2007 — 2008
Fundamentals to Financial Planning, Financial Planning and Services
Dalhousie University 2001 — 2005
Double Advanced Major, Political Science and International Development Studies
Fidelity Investments January 2015 - Present
PIMCO September 2013 - January 2015
Nuveen Investments September 2011 - September 2013
Hartford Investment Management September 2007 - September 2011
Law Offices of Paul A. Lange, LLC May 2007 - September 2007
Law Offices of Louis Kiefer December 2006 - May 2007
Connecticut Attorney General's Office May 2006 - August 2006
Brigham Young University 2002 - 2005
Skills
Legal Research, Legal Writing, Investments, Securities, Bloomberg, Equities, Compliance, Compliance Testing, Insider Trading, Regulatory Filings, Code of Ethics, Email Surveillance, Policy Review, Alternative Investments, Mutual Funds, Investment Company Act..., Investment Advisers Act..., Securities Act of 1933, Rule 206(4)-7, Rule 38a-1
Education
The University of Connecticut School of Law 2005 — 2008
J.D., Law
Brigham Young University 2002 — 2005
BA, Political Science
Janus Capital Group February 2015 - Present
PIMCO March 2012 - February 2015
Bank of America November 2011 - June 2012
Bank of America June 2011 - November 2011
Skills
Fixed Income, Valuation, Financial Analysis, Bloomberg, Financial Modeling, Finance, Portfolio Management, Risk Management, Asset Management
Education
University of Florida 2009 — 2011
Bachelor of Science (B.S.), Finance
Broward Community College 2007 — 2009
Associate of Arts (AA), Finance
Softscope, Inc January 2012 - Present
PIMCO 2013 - 2014
PIMCO 2013 - 2013
Insight Global 2012 - 2013
speakTECH/ Perficient June 2006 - December 2011
MySpace Inc 2007 - 2007
Softscope Inc 2002 - 2006
Skills
SharePoint, Business Intelligence, Agile Methodologies, .NET, Microsoft SQL Server, Solution Architecture, Cloud Computing, SOA, ASP.NET, C#, Software Development, Microsoft CRM, Enterprise Architecture, SaaS, SQL, Business Analysis, Microsoft Office..., SDLC, Enterprise Software, Integration, Web Services, JavaScript, Software Consulting, Requirements Analysis, Web Applications, Databases, ASP.NET MVC, Project Management, Visio, Scrum, Agile Project Management
Education
Ain Shams University 1996 — 2000
BA, Business Administration
DiverInvest Asesoramiento EAFI January 2014 - Present
PIMCO August 2013 - December 2013
Credit Suisse December 2012 - May 2013
Columbia University in the City of New York August 2012 - May 2013
CDK Investment Management LLC October 2012 - December 2012
TRACK Research LLC June 2012 - July 2012
United Nations May 2012 - July 2012
Delegation of Catalonia to the US - ACC10 February 2012 - May 2012
Barnard College January 2010 - May 2012
Monterey Institute of International Studies June 2011 - July 2011
Skills
International Economics, Financial Analysis, Economic Research, Economic Policy, Economic Development, Financial Risk, Emerging Markets, Microsoft Excel, PowerPoint, Microsoft Office, Stata, International Relations, Policy Analysis, Fiscal Policy, Written & Oral..., Presenting to Clients, French, English, Catalan, Spanish, Model United Nations, PADI, Water Rescue, Econometrics, Quantitative Analytics
Education
Columbia University - School of International and Public Affairs 2011 — 2013
MIA, International Finance and Economic Policy
Barnard College 2008 — 2012
Bachelor of Arts, Economics
London School of Economics and Political Science 2010 — 2011
General Course, Economics, IR
UWC 2006 — 2008
International Baccalaureate
United World College of the Atlantic 2006 — 2008
International Baccalaureate, Economics and Mathematics
Wells Capital Management April 2007 - Present
PIMCO July 2006 - April 2007
Northwestern Mutual September 2003 - April 2006
Intrepid/Suntrek May 2001 - June 2003
JPMorgan Chase April 1998 - May 2001
Barry Murphy/StockCross Financial Services August 1996 - November 1997
Skills
Marketing, Mutual Funds, Investments, Asset Managment, Fixed Income, Securities, Investment Management, Equities, Financial Services, Due Diligence, 401k, Alternative Investments, Asset Management, Trading, Bloomberg, Asset Allocation, Financial Analysis, Relationship Management, Wealth Management, Series 24, Hedge Funds, Investment Strategies, Financial Modeling, Derivatives, Capital Markets, Valuation, Portfolio Management, Financial Markets, Retirement, Risk Management, Strategic Planning, Leadership, Business Development, Bonds, Event Planning
Education
Boston College 1992 — 1996
BS
PIMCO 2015 - Present
Babson Capital Management 2013 - 2015
Babson Capital Management 2009 - 2013
Deutsche Asset Management August 2007 - January 2009
Karsch Capital Management 2009 - 2009
NYS Insurance Department 2006 - 2007
Skills
Securities, Hedge Funds, Policy, Strategy, Due Diligence, Securities Regulation, Corporate Governance, Asset Management, Private Equity, Alternative Investments, FINRA, Fixed Income, Investments, AML, Mutual Funds
Education
St. John's University School of Law 2004 — 2007
JD, Law
Brandeis University 2000 — 2004
BA, Politics
PIMCO 2011 - Present
Allianz Global Investors 2008 - 2011
Putnam Investments 1995 - 2008
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Separately Managed..., Alternative Investments, Series 65, ETFs, Series 6, Series 24, Investment Strategies, Wealth Management, Asset Management, Investment Advisory, FINRA, Uniform Combined State..., Fixed Income, 401k, Securities, Hedge Funds, Retirement Planning
Education
Bob Jones University 1991 — 1994
B S, Financial Management
PIMCO June 2014 - Present
United Cerebral Palsy of Orange County July 2011 - May 2014
United Cerebral Palsy of Orange County February 2011 - July 2011
Skills
Marketing, Fundraising, Marketing Communications, Press Releases, Event Planning, Social Media Marketing, Social Media, Nonprofits, Community Outreach, Event Management, Public Speaking, Grants, Volunteer Management, Grant Writing, Non-profits, Public Relations
Education
Azusa Pacific University 2007 — 2011
Bachelor of Arts (BA), Marketing
PIMCO August 2012 - Present
PIMCO June 2011 - August 2011
Santander Asset Management April 2008 - August 2010
Santander Asset Management March 2007 - April 2008
Banco Santander January 2005 - March 2007
Skills
Fixed Income, Derivatives, Risk Management, Investments, Financial Risk, Emerging Markets, Portfolio Management, Bonds, Equities, Financial Structuring, Strategy, Credit Risk, Project Finance, Investment Banking, Financial Modeling, Hedge Funds, Corporate Finance, Economics, Structured Finance, Valuation, Options, Asset Management, Capital Markets, Trading, Financial Markets, Banking, Financial Analysis, Treasury, Structured Products, Market Risk, Mergers & Acquisitions, Hedging
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Economics and Financial Instruments & Markets
Instituto Militar de Engenharia 2000 — 2004
Bachelor of Science, Computer Engineering
Universidade do Estado do Rio de Janeiro 2000 — 2003
Unfinished, Psychology
Morgan Stanley February 2013 - Present
Aberrant Consulting LLC March 2012 - February 2013
iShares March 2009 - December 2011
Morgan Stanley 2006 - November 2009
College Savings Foundation 2006 - 2009
Allianz Global Investors November 2001 - May 2006
Allianz Global Investors February 2000 - November 2001
PIMCO May 1996 - February 2000
OppenheimerFunds April 1995 - May 1996
OppenheimerFunds September 1991 - April 1995
Skills
Mutual Funds, Offshore Mutual Funds, ETFs, 529 Plans, Product Management, Strategy, Investments, Marketing Communications, Financial Services, Leadership, Investment Management, Wealth Management, Asset Management, Securities, Asset Managment, Executive Management, Strategic Partnerships, Marketing, Asset Allocation, Series 24, Series 7, Series 63
Education
Art Institute of Colorado 1979 — 1980
Advertising & Design
Bank ABC February 2015 - Present
PIMCO September 2013 - February 2015
Morgan Stanley May 2012 - September 2013
Morgan Stanley May 2010 - May 2012
American University August 2009 - May 2010
Skills
Leadership, Analysis, Social Networking, Entrepreneurship, Management, CRM, Economics, Marketing, Finance, Research, Start-ups, Financial Analysis, Public Speaking, Competitive Analysis, Program Management, Strategy, Business Development, Event Management, Marketing Strategy, Financial Modeling, SPSS, Valuation, Emerging Markets, Market Research, Arabic, Data Analysis, Series 7, Negotiation, Bloomberg, New Business Development, Thompson One, Series 63, Mathematics, Middle East, EMEA, Investor Relations, Moody's Analytics
Education
American University 2006 — 2010
BS, Economics, Cum Laude Honors
American University - Kogod School of Business 2006 — 2010
BSBA, Marketing, Cum Laude Honors
Investment Banking Institute 2011 — 2011
Certificate, Financial Modeling and Valuation Training Program
USDA Graduate School 2007 — 2009
Certificate, Intermediate Arabic I, II, and Advanced Arabic I, II
Avant July 2014 - Present
University of Chicago Booth School of Business October 2013 - December 2013
YCharts June 2013 - August 2013
PIMCO January 2011 - May 2012
PIMCO August 2007 - December 2010
Skills
Fixed Income, Bloomberg, Financial Modeling, Derivatives, Valuation, Options, Risk Management, Portfolio Management, Valuation Modeling, SQL, Matlab, Microsoft Excel, Strategy
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship, Finance, Operations
IIT Delhi 2003 — 2007
B.Tech., Electrical Engineering, GPA: 9.34/10
Ecole des Mines de Nantes 2005 — 2005
PIMCO March 2015 - Present
Och-Ziff Capital Management September 2014 - March 2015
PIMCO December 2012 - August 2014
Euro Pacific Capital 2011 - 2012
Stanley Consultants June 2007 - August 2007
Skills
Bloomberg Terminal, Microsoft Excel, Golf, Tennis
Education
Trinity College, Dublin 2009 — 2010
MSc, Finance, 2:1 Honor’s Degree - (3.4 – 3.8 U.S. GPA equivalent)
Arizona State University 2004 — 2009
B.S, Civil and Environmental Engineering
PIMCO March 2012 - Present
Coca Cola Refreshments March 2008 - January 2012
Caring Bridge September 2007 - March 2008
Hacienda Harley-Davidson August 2006 - April 2007
Hacienda Harley-Davidson May 2006 - August 2006
American Diabetes Association January 2006 - May 2006
Accessible Space, Inc May 2002 - August 2002
Skills
Marketing Strategy, Public Relations, Event Marketing, Business Communications, Advertising, Marketing Communications, Event Management, Event Planning
Education
Keller School of Management - Devry University 2009 — 2011
MBA, Marketing
Arizona State University 2002 — 2006
BIS, Mass Communication/Communication
DoubleLine Group LP May 2014 - Present
PIMCO October 2011 - April 2014
Vorás Capital Management, LP December 2009 - October 2011
OneWorld Investments/Globalis Investments February 1999 - September 2008
BankBoston June 1995 - February 1999
Bankers Trust Company August 1986 - June 1995
Skills
Portfolio Management, Investments, Fixed Income, Hedge Funds, Alternative Investments, Equities, Global Macro, Emerging Markets, Bonds, Derivatives, Asset Managment, Capital Markets, Bloomberg, High Yield, Asset Allocation, FX Options, Options, Investment Banking, Investment Management, Fund Of Funds, Swaps, Valuation, Private Equity, Proprietary Trading, Trading, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1980 — 1981
MBA, Finance
University of Miami
BBA, Finance
Citi September 2014 - Present
Pipeline Software Consulting Corp April 2013 - Present
PIMCO April 2013 - August 2014
Citi October 2011 - April 2013
Barclays Capital November 2008 - October 2011
Barclays Capital July 2007 - November 2008
Lehman Brothers July 2007 - September 2008
Gemini Systems LLC February 2002 - July 2007
Sword 2000 - 2002
Skills
Equities, Enterprise Architecture, Core Java, Java, J2EE Application..., Clojure, Credit Derivatives, Big Data, Credit Risk, Spring, SOA, Oracle, Electronic Trading, Java Enterprise Edition, JMS, Distributed Systems, Analytics, SDLC, Agile Methodologies, Consulting, Spring Framework
Education
ESIEA - Ecole d'Ingénieurs en Sciences et Technologies du Numérique 1995 — 2000
Master
Ecole supérieure d'Informatique, Electronique et Automatique / ESIEA
Engineer's degree
Virtus Investment Partners 2014 - 2015
Virtus Investment Partners 2014 - 2015
PIMCO January 2011 - December 2013
Allianz Global Investors January 2006 - January 2011
Allianz Global Investors March 2004 - May 2006
Skills
Investments, Mutual Funds, Fixed Income, Hedge Funds, Equities, Investment Management, Economics, Asset Managment, ETFs, Portfolio Management, Bloomberg Terminal, SimFunds, Morningstar Direct, Zephyr Style Advisor, Microsoft Excel, Separately Managed..., Facset, EPFR, Closed-end Funds, Asset Management, Asset Management..., Financial Advisory, Microsoft Word, PowerPoint, CRM, Public Speaking, Sales Presentations, Account Management, Superior Client Service, Alternative Investments, Financial Services
Education
Bates College 1998 — 2002
BS, Political Science
CFA Level II Candidate 2012 — 2013
V-Sense Medical Devices September 2015 - Present
R-Squared Capital LLC December 2012 - Present
UnderTheDoormat December 2014 - Present
PENSCO January 2011 - December 2012
PIMCO February 2009 - May 2010
Inspired Homes LLC May 2003 - July 2006
Meeder Financial October 2002 - October 2003
Efficient Business Computer Solutions March 1996 - July 2002
Skills
Portfolio Management, Financial Modeling, Business Valuation, Asset Allocation, Pricing Analysis, Business Acquisition..., Ownership Transition, Deal Structures, Strategic Planning, Business Development, Employee Engagement, Negotiation, Entrepreneurship, Venture Capital, Executive Management, Networking, Business Strategy, Banking, Analysis, Valuation, Fixed Income, Financial Analysis, Hedge Funds, Securities, Leadership, Private Equity, Equity Research, Alternative Investments, Asset Management
Education
Universidad Complutense de Madrid 2014 — 2017
Doctor of Philosophy (PhD), Quantitative Economics
IE Business School 2014 — 2014
Guest Lecturer, Private Equity
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2008
Master of Business Administration (MBA), Finance
American University 1998 — 2001
Bachelor of Science (B.S.), Finance
The Ohio State University 1996 — 1998
High School Advanced Placement Program
PIMCO August 2012 - Present
William Howard Taft University September 2010 - Present
The Ayco Company, A Goldman Sachs Company June 2011 - August 2012
Office of Student Athlete Development, Arizona State University March 2009 - July 2010
Technology Ventures Clinic - Arizona State University August 2009 - December 2009
Sigma Alpha Mu Fraternity June 2005 - April 2006
Skills
Strategic Planning, Public Speaking, Non-profits, Microsoft Office, Research, Analysis, Social Media, Fundraising, Data Analysis, Leadership, Financial Analysis, Leadership Development, Event Planning, Marketing, Social Networking, Program Management, Negotiation, Community Outreach, Event Management
Education
Arizona State University - W. P. Carey School of Business 2008 — 2009
MBA, Business
Arizona State University College of Law 2006 — 2009
JD, Law
University of California, Los Angeles 2003 — 2005
BA, Economics
Odeon Capital Group LLC December 2014 - February 2015
PIMCO August 2012 - September 2014
PIMCO June 2010 - August 2012
Capital Group July 2009 - June 2010
Capital Group May 2008 - August 2008
Skills
Fixed Income, Investments, Financial Modeling, Financial Analysis, Bloomberg, Mutual Funds, Fixed Income Strategies, Valuation, Investment Management, Chartered Financial..., Model Portfolios, Product Management, Microsoft Excel, Financial Literacy..., Non-profit Volunteer
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Investment Management
Brigham Young University
Bachelor's Degree, Business Management: Finance
BlackRock June 2012 - Present
PIMCO March 2011 - June 2012
Goldman Sachs January 2007 - March 2011
Barclays Capital 2004 - 2006
Blackrock January 2001 - December 2003
Summit Systems 1996 - 1999
KPMG 1993 - 1996
Federal Reserve Bank of Boston 1988 - 1993
Skills
Market Risk, Fixed Income Products, Fixed Income, Structured Products, Investment Banking, Credit Risk, Regulatory Requirements, Alternative Investments, Equities
Education
Babson College
MBA, Finance
University of Massachusetts, Amherst
BBA, Accounting, Economics
The Deer Valley Institute June 2014 - Present
University of Utah - Eccles School of Business June 2013 - Present
PIMCO June 2012 - August 2012
Quantum Reservoir Impact (QRI) June 2011 - October 2011
Beneficial Financial Group August 2010 - December 2010
EDMC June 2010 - August 2010
Newporttrends LLC November 2004 - May 2007
Skills
Financial Modeling, Financial Analysis, Finance, Corporate Finance, Business Strategy, Marketing Strategy, Investment Management, Higher Education, Fixed Income, Team Management, Product Management, Entrepreneurship..., Social Entrepreneurship, Strategic Leadership, Instructional Design, Startup Development, Early-stage Startups, Strategic Consulting, Educational Consulting
Education
Brigham Young University, Marriott School of Management 2010 — 2013
Bachelor of Science, Business Management, Finance Emphasis; Spanish Minor
Arizona State University
Lauren Scott Team, LLC May 2013 - Present
The Arts Institute of Pittsburgh Online Division September 2011 - Present
Disney Interactive, Aria Strategy, LLC, Response Capture, REMAX Fine Homes, WidePoint Corporation October 2012 - January 2015
Left Brain DGA February 2012 - September 2013
Blue Tiger Agency, Inc. September 2010 - January 2012
PIMCO September 2011 - November 2011
LRN August 2008 - July 2011
California State University, Chancellor's Office August 2005 - August 2008
Platt College May 2000 - 2005
Gopixel Design Studios August 1997 - March 2001
Skills
Creative Direction, Creative Strategy, Social Media, Brand Development, Creative Branding, Digital Marketing, Digital Media, Digital Photography, Digital Design, Photography, Photo Art Direction, University Teaching, New Business Development, Business Strategy, Emerging Trends, Marketing Communications, Social Media Marketing, Brand Implementation, Graphic Design, Corporate Branding, Web Design, Strategy, Dreamweaver, Logo Design, Illustrator, User Interface Design, Blogging, Direct Marketing, Newsletters, Brochures, Email Marketing, Marketing Strategy, Marketing, Art Direction, Management, Leadership, Advertising, Photoshop, Direct Mail, Graphics, Lead Generation, Public Relations, Online Marketing, Integrated Marketing, Online Advertising, Brand Management, Strategic Planning, Social Networking
Education
Platt College 1996 — 1997
AA, Graphic Design and Multimedia (certificate)
Brooks Institute of Photography 1985 — 1987
MS, Photography
Ithaca College 1981 — 1985
BS, Cinema and Photography
Rye Country Day School
PIMCO October 2014 - Present
Affinity Solutions October 2013 - October 2014
Affinity Solutions April 2012 - October 2013
Wenig & Saltiel LLP September 2006 - April 2012
Skills
Legal Research, Legal Writing, Legal Documents, Research, Legal Compliance, Due Diligence, Transactional Law, Contract Management, Loyalty Marketing, Corporate Law, Confidentiality, Business Transactions, Drafting Agreements, ProLaw, Lexis, Courts, Analysis, Westlaw, Intellectual Property, Marketing, Outlook, Management, Client Services, Google Docs
Education
Binghamton University
Bachelor of Arts (BA), Sociology
Carmel High School September 2013 - Present
Performer's Edge Dance Studio December 2013 - Present
Carmel Clay Schools August 2010 - May 2013
Carmel Clay Schools January 2007 - May 2010
Metropolitan West Asset Management June 2005 - January 2007
Metropolitan West Asset Management September 1996 - June 2005
Hotchkis and Wiley April 1993 - September 1996
PIMCO September 1991 - April 1993
Skills
Microsoft Office, Nonprofits, Microsoft Word, Social Media, PowerPoint, Editing, Public Speaking, Customer Service, Microsoft Excel, Website Development, Photoshop, Illustrator, Outlook, Teaching, Training, Accounts Payable &..., Travel Management, Expense Reports, Budgeting, Executive Calendar..., Process Optimization, Teamwork, Proactive Monitoring, Event Planning, Team Building, Sales
Education
Ball State University 1987 — 1990
Bachelor of Arts (B.A.), Marketing
GENPACT June 2014 - August 2015
Lord, Abbett & Co. LLC December 2013 - June 2014
PIMCO 2008 - 2013
Epsilon Interactive 2005 - 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Calendars, Leadership, Outlook
Education
Borough of Manhattan Community College 2007 — 2010
Business Administration and Management, General
PIMCO April 2008 - Present
Investors Bank & Trust September 2003 - June 2007
Skills
Asset Management, Financial Analysis, Investments, Portfolio Management
Education
Brandeis University 2005 — 2007
Master's degree, International Finance
University of Massachusetts, Amherst 1999 — 2003
Bachelor's degree, Economics / Chinese
Microsoft June 2015 - Present
MasterCard June 2014 - August 2014
Kidsy October 2013 - December 2013
PIMCO September 2011 - March 2013
FTI Consulting Inc. January 2010 - August 2011
FTI Consulting August 2007 - December 2009
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2007
Bachelor of Science, Management; Finance
The Barnard Writing Center September 2012 - May 2015
The Barnard Bartending Agency March 2012 - May 2015
PIMCO June 2014 - August 2014
Upward Bound at Northfield Mount Hermon June 2013 - August 2013
Skills
InDesign, Microsoft Office, iWeb, Conversational Spanish, Copy Editing, Accurate Data Entry, Interviews, Writing, Editing
Education
Barnard College 2011 — 2015
Bachelor of Arts (BA), American Studies, 3.7
Phillips Exeter Academy 2008 — 2011
PIMCO March 2014 - Present
Goldman Sachs February 2013 - March 2014
Arizona State University August 2008 - December 2012
Goldman Sachs May 2012 - August 2012
Moses Anshell January 2012 - April 2012
McCormick May 2011 - August 2011
Tonto Bar & Grill 2006 - 2011
Skills
PowerPoint, Social Media, Word, Microsoft Office, Customer Service, Microsoft Excel, Data Analysis, Research, Facebook, Access, Public Speaking, Teamwork, Leadership, Social Media Marketing, Social Networking, Photoshop, Marketing, Public Relations, Event Management
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
BS, Marketing, Supply Chain Management
Foothills Academy College Preparatory 2004 — 2008
Honors Diploma, 4.0
J. Pak Coaching 2015 - Present
PIMCO 2014 - 2014
Causeway Capital Management LLC 2010 - 2014
Dresdner Kleinwort Wasserstein 2004 - 2006
TM Capital Corp. 2002 - 2004
ING Barings / ABN Amro 2000 - 2001
Skills
Valuation, Equity Research, Financial Modeling, Bloomberg, Equities, Investments, Due Diligence, Asset Management, Financial Analysis, Investment Banking, Corporate Finance, Hedge Funds, LBO, Investment Management, Venture Capital, Capital Markets
Education
Columbia University - Columbia Business School 2008 — 2009
Master of Business Administration, MBA, (Honors)
Boston College 1996 — 2000
BS, Finance, (Honors)
Ropes & Gray LLP June 2013 - Present
PIMCO September 2014 - October 2014
Bracewell & Giuliani LLP September 2006 - June 2013
Angelo, Gordon & Co. April 2011 - September 2011
United States District Court for the Southern District of New York June 2004 - August 2004
Education
Brooklyn Law School 2003 — 2006
Doctor of Law (J.D.)
New York University 1999 — 2003
BA, Anthropology
Bucknell University 2001 — 2001
PIMCO January 2014 - Present
PIMCO January 2013 - December 2013
PIMCO August 2011 - December 2012
Harvard Business School August 2009 - May 2011
Harvard Management Company June 2010 - August 2010
US Airways September 2008 - July 2009
Ford Motor Co. June 2007 - July 2008
Obelis s.a. April 2006 - September 2006
Nippon Express June 2005 - August 2005
Skills
Private Equity, Portfolio Management, Finance, Financial Modeling, Business Development, Financial Analysis, Business Strategy, Valuation, Competitive Analysis, Mutual Funds, Strategy, Corporate Finance, Cross-functional Team..., Venture Capital, Entrepreneurship, Due Diligence, Product Management, Structured Finance, Investments, Analytics
Education
Harvard Business School 2009 — 2011
MBA, Business
Brigham Young University 2001 — 2007
BS, Business: Marketing
PIMCO January 2013 - Present
PIMCO March 2010 - December 2012
American International Relocation Solutions May 2008 - February 2010
BTH2, Inc. 2007 - 2008
LDS Missionary Training Center November 2005 - November 2007
LDS Employment Resource Services 2006 - 2006
Alpine Credit Union 2005 - 2005
American Eagle Outfitters 2001 - 2003
Skills
Spanish, PowerPoint, Excel, Outlook, Microsoft Excel, Management, Recruiting, Microsoft Office, Time Management, Process Improvement, Project Management, Training, Sales, Human Resources, Teamwork, Employee Relations, Customer Service, Leadership, Social Networking
Education
Brigham Young University 2001 — 2007
American Fork High School 1998 — 2001
New Ryan Business and Technology Solutions, LLC August 2012 - Present
Ryan Associates 2006 - 2012
Plainfield 2008 - 2010
Ryan Wealth Management Solutions 2003 - 2007
Advent Software 1998 - 2003
PIMCO 2000 - 2001
Ernst & Young 1995 - 1997
Ryan Software 1984 - 1995
Skills
Advent Software, Advent Geneva Software, Geneva Hosting Services, Double Entry Accounting, RSL Development, Financial Software..., Financial Software..., Accounting Software, Technology Solutions, Custom Coding, Software Installation, Hedge Fund Technology, Asset Management..., Private Equity..., On-Site Technology..., Dedicated Technology...
Education
Boston College 1992 — 1995
Doctor of Law (J.D.)
College of the Holy Cross 1986 — 1990
Bachelor of Arts (B.A.)
Pantheon Ventures July 2014 - Present
PIMCO September 2012 - July 2014
E*TRADE Financial October 2011 - August 2012
E*TRADE Financial February 2010 - October 2011
E*TRADE Financial October 2008 - January 2010
MetLife October 2006 - September 2008
MetLife September 2005 - October 2006
Various Member Firms of the New York Stock Exchange 1998 - 2005
Skills
FINRA, Securities, Trading, Finance, Investments, Series 24, AML, Compliance, Due Diligence
Education
Boston College 2001 — 2005
Bachelor of Science, Finance
Monsignor Farrell High School 1997 — 2001
PIMCO March 2013 - Present
PIMCO August 2010 - March 2013
Merrill Lynch June 2008 - August 2009
Education
Brown University 2006 — 2010
Bachelor's degree
Delbarton School 2002 — 2006
PIMCO January 2011 - Present
Council on Iraq and Afghanistan Veterans of America (IAVA) February 2014 - Present
Charles Schwab July 2009 - March 2011
Arizona Army National Guard January 2007 - March 2008
Wilson Elser May 2004 - August 2004
U.S. Army November 2000 - November 2003
Skills
Series 7, Series 63, Series 65, Equity Derivatives, Interest Rate..., ETFs, Asset Allocation, Fixed Income, Mutual Funds, Alternative Investments, Equities, Asset Management, Bonds, Investment Management, Investment Strategies, Investment Advisory, Derivatives, Options, Hedging, Emerging Markets, Swaps, Closed-end Funds, Commodity, Relationship Management, Finance, Technical Analysis, Leadership, Investments, Securities, Separately Managed..., Hedge Funds
Education
Arizona State University, W. P. Carey School of Business 2004 — 2009
Bachelor of Science (BS), Computer and Information Sciences and Support Services
PIMCO May 2014 - April 2015
GBK Productions July 2013 - May 2014
City National Bank February 2012 - July 2013
City National Bank November 2008 - February 2012
little twig March 2008 - July 2008
A Creative Group June 2007 - March 2008
ID Public Relations January 2007 - May 2007
Skills
Visio, Performance Management, Microsoft Office, Customer Relations, Customer Service, Filemaker Pro, Synergy, Six Sigma, Microsoft Excel, FileMaker, Access, Synergies, Microsoft Word, PowerPoint, Training, Nonprofits
Education
Keller Graduate School of Management 2008 — 2010
MBA, MPM, Business Administration, Project Management
California State University-Dominguez Hills 2005 — 2007
BA, Communications, Marketing
Arizona State University 2003 — 2005
Mass Communication/Media Studies
PineBridge Investments September 2015 - Present
PIMCO January 2013 - September 2015
Standard & Poor's January 2008 - January 2013
Standard & Poor's April 2004 - January 2008
Standard & Poor's January 2002 - April 2004
Financial Accounting Standards Board (FASB) January 2001 - December 2001
Skills
Editing, Editorial, Proofreading, Publications, Publishing, Magazines, Storytelling, Feature Articles, Newsletters, Social Media, Content Management, Writing, Finance, Books, Journalism, Content Development, Copy Editing, Copywriting, Content Strategy, Research
Education
Fordham University School of Law 2004 — 2008
J.D.
State University of New York at Binghamton 1997 — 2000
B.A.
PIMCO June 2013 - Present
Merrill Lynch May 2012 - August 2012
Blistt, LLC March 2010 - June 2012
The Bernards Inn May 2011 - August 2011
Skills
Bloomberg Terminal, Microsoft Excel, Marketing, Microsoft Office, PowerPoint, Sales, Public Speaking, Microsoft Word, Team Building, Thomson One Analytics, Customer Service, Budgets, Hospitality, Entrepreneurship, Stata, Cash Management, Fixed Income, Data Analysis, Bonds, Outlook, Bloomberg, Economics
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Universidad Carlos III de Madrid 2012 — 2012
Economics
PIMCO 2011 - Present
Bank of America Merrill Lynch 2007 - 2010
Bear Stearns 2006 - 2007
Gabelli Asset Management 2005 - 2006
Skills
Financial Modeling, Investments, Asset Management, Equities, Financial Analysis, Fixed Income, Series 7, Alternative Investments, Bloomberg, Capital Markets, Sales, Series 24
Education
Boston College 2001 — 2005
Hackley School 1988 — 2001
PIMCO November 2002 - Present
PIMCO November 2002 - Present
Education
Boston College - Carroll School of Management 2000 — 2002
Master of Business Administration (MBA), Finance, General
Boston College 1988 — 1992
Communication and Media Studies
PIMCO September 2000 - Present
Allianz Global Investors December 2007 - December 2010
PIMCO Funds September 2000 - November 2007
Van Eck Global June 1997 - August 2000
Eaton Vance January 1991 - May 1997
Skills
Sales Management, Sales Process, Mutual Funds, ETFs, Separately Managed..., Investments, Sales Presentations, Sales Operations, Series 24, Series 7, Series 6, Series 63, Wealth Management, Asset Allocation, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Marketing, Asian Economics
University of Massachusetts Boston 1986 — 1991
BA, Economics
BlackRock December 2013 - Present
PIMCO May 2011 - September 2013
Bank of America August 2009 - April 2011
Taylor Rafferty August 2008 - December 2008
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Data Analysis, Corporate Finance, Client Facing, Series 7, Series 63, Account Management, Fixed Income, Alternative Investments, Microsoft CRM, Business Objects, Asset Managment, Asset Management, Analytics, Finance, Strategy
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Finance and Investments
PIMCO June 2008 - Present
Credit Suisse June 2002 - May 2008
Skills
MBS, CMBS, Agency MBS, Commercial Real Estate, ABS, Fixed Income, Financial Modeling, Capital Markets, Portfolio Management, Valuation, Asset Management, Structured Finance, Bloomberg, Trading, Investments
Education
Bowdoin College 1998 — 2002
Bachelor’s Degree, Economics, Physics
Bowdoin College 1998 — 2002
Bachelor of Arts (B.A.), Economics
PIMCO June 2013 - Present
Datasparx Systems June 2013 - Present
AT&T Interactive January 2010 - May 2013
AT&T Interactive February 2008 - December 2009
AT&T Interactive June 2007 - February 2008
Invitrogen November 2006 - May 2007
Staples November 2005 - October 2006
Caritor January 2004 - October 2005
Patni Computer Systems 2003 - 2004
Skills
Data Warehousing, Business Intelligence, ETL, Informatica, Data Modeling, Business Objects, Agile Methodologies, Master Data Management, Data Warehouse..., Data Integration, Requirements Analysis, Hadoop, SDLC, Data Quality, Business Intelligence..., Databases, Snowflake, Dimensional Modeling, Database Design, Agile Project Management, Business Process, SQL, Analytics, Enterprise Architecture, OLAP, Data Transformation, Microstrategy, Scrum, Enterprise Software, Business Requirements, Product Management, Big Data, Online Advertising, Data Migration, SSIS, Digital Marketing, SEM, Unix Shell Scripting, Autosys
Education
Indian Institute Of Information Technology 2000 — 2002
MS, Information Technology
Bharathidasan University
BE, Engineering
RSK
PIMCO December 2014 - Present
Wellington Management 2008 - December 2012
Wellington Management 2006 - 2008
Wellington Management 2006 - 2006
Oppenheimer & Co. 2005 - 2006
Investors Bank & Trust 2005 - 2005
Edward Jones 2002 - 2005
Skills
Fixed Income, Portfolio Management, Investments, Bloomberg, Fixed Income Analysis, Finance, Financial Modeling, Hedge Funds, Securities, Credit, Strategy, Credit Risk, Microsoft Excel, Interest Rate Risk..., Trading, Econometrics, Performance Attribution, Compliance
Education
Moody's Analytics 2011 — 2011
Seminar, Fundamentals of Corporate Credit Analysis
Boston University Questrom School of Business 2006 — 2007
M.S., Investment Management
Montana State University-Bozeman 2000 — 2005
B.S., Business (Finance) & B.S., Economics, Cum Laude
PIMCO March 2011 - November 2013
DistaView Corporation September 2004 - September 2013
- June 2010 - May 2013
Missions International of America July 2009 - July 2012
Caravaggio Restaurant September 2009 - January 2011
Skills
Administrative..., Microsoft Excel, Travel Arrangements, Outlook, PowerPoint, Calendaring, Microsoft Office, Office Administration, Training, Event Planning, Leadership, Editing, Marketing, Editorial, Public Speaking, Management, Customer Service, Research
Education
Boston University 2014 — 2019
Doctor of Philosophy (Ph.D.), Editorial Studies
Barnard College 2004 — 2008
BA, English Language and Literature/Letters
PIMCO May 2013 - Present
Morgan Stanley Wealth Management July 2008 - May 2013
Skills
Series 7, Fixed Income, Series 63, Bloomberg, Investments, Capital Markets, Project Management, Microsoft Excel, Microsoft Office, Strategy, Economics, Alternative Investments, Asset Allocation, Hedge Funds, Bonds, Emerging Markets, Securities
Education
Brown University 2004 — 2008
Bachelor of Arts (BA), Economics
PIMCO June 2014 - Present
AllianceBernstein May 2005 - June 2014
Louis Hornick & Co. 1994 - 2005
American Express January 1992 - June 1992
Skills
Operations Management, Operational Risk..., Financial Services, Consulting, Manufacturing, Asset Managment, Business Process..., Portfolio Management, Process Improvement, Vendor Management, Risk Management, Offshoring
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Management and Information Systems
Clemson University 1992 — 1994
MS, Industrial Engineering
Birla Institute of Technology and Science 1988 — 1992
Bachelor's degree, Management
Uniplan Investment Counsel, Inc. April 2010 - Present
Forward Management April 2003 - March 2010
Pimco June 1996 - March 2002
Nicholas Applegate 1996 - 2001
Skills
Alternative Investments, Asset Managment, Separately Managed..., Portfolio Management, Investments, Equities, Series 7, ETFs, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Strategic Financial..., Financial Services, Series 63, Securities, Retirement Planning, Bloomberg, Fund Of Funds, FINRA, Investment Strategies, Asset Management, Investment Management, Wealth Management..., Fixed Income, Series 65, Capital Markets, Series 24, Hedge Funds
Education
Baker University
B.S. Biology
SMS
PIMCO January 2012 - Present
PIMCO November 2008 - January 2012
Jason Steiner Consulting May 2008 - November 2008
Natixis Capital Markets March 2006 - April 2008
Natixis Capital Markets February 2001 - March 2006
Summit Systems September 1998 - March 2001
Skills
Fixed Income, Structured Products, CDO, ABS, MBS, Capital Markets, Asset Managment
Education
Boston College 1994 — 1998
BS, Computer Science and Mathematics
PIMCO February 2006 - Present
Skadden Arps 2003 - 2006
Ropes & Gray LLP September 2002 - 2003
Education
University of Chicago Law School 1999 — 2002
Juris Doctor
Brandeis University 1995 — 1999
BA, Near Eastern and Judaic Studies
Tel Aviv University 1997 — 1997
PIMCO March 2013 - Present
BlackRock August 2008 - March 2013
HSH Nordbank June 2005 - August 2008
HSH N Financial Securities LLC June 2005 - August 2008
Financial Industry Regulatory Authority March 2004 - June 2005
Citi September 2000 - March 2004
Prudential Financial June 1999 - September 2000
Skills
Securities, FINRA, AML, Capital Markets, Mutual Funds, Series 7, Alternative Investments, Fixed Income, broker dealer, Advertising, Investment Advisory, Asset Management, Compliance, Series 24, Series 63, Marketing Compliance
Education
Brooklyn Law School 1997 — 2000
JD
Yeshiva University 1993 — 1997
BA, English
PIMCO March 2011 - Present
Magellan GPS June 2010 - March 2011
Capital Group September 2008 - June 2010
First American Corp. November 2005 - September 2008
Argent Mortgage August 2005 - November 2005
RedSalsa Technologies August 2004 - November 2005
Verizon Telecom September 2004 - August 2005
Hewlett-Packard March 2004 - August 2004
Siemens Information Systems Ltd September 2003 - March 2004
Aquila Technolgies May 2000 - September 2003
Skills
Release Management, Configuration Management, Leadership, SDLC, Agile Methodologies, Unix, ClearCase, Databases, Disaster Recovery, ITIL, Integration, Java Enterprise Edition, Microsoft SQL Server, Oracle, Perl, Requirements Analysis, SOA, SQL, SharePoint, Shell Scripting, Software Development, Software Project..., Solaris, Solution Architecture, TFS, Unix Shell Scripting, Web Services, XML
Education
Bangalore University 1993 — 1998
Bachelor of Eng
Standish Mellon Asset Management September 2013 - Present
Bank of America June 2012 - August 2012
PIMCO March 2009 - June 2011
PIMCO June 2007 - March 2009
Skills
Financial Modeling, Fixed Income, Bloomberg, Investments, Derivatives, Mutual Funds, Microsoft Excel, Capital Markets, Finance, PowerPoint, Portfolio Management, Valuation, Excel, Matlab, Barclays Point
Education
Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA), Finance, Accounting, Management & Organizations, 3.6
Bates College 2003 — 2007
B.A., Economics, 3.5
StateStreet September 2005 - Present
JP Morgan Chase 2005 - 2006
PIMCO 2001 - 2005
Micronchip 2000 - 2001
Superior Industries May 1999 - June 2000
Miller, Kaplan, Arase & Co., LLP June 1998 - June 1999
Skills
Financial Analysis, Accounting, Financial Modeling, Financial Services, Finance, Asset Management, Investments, Management, Hedge Funds, Financial Reporting
Education
Brigham Young University 1989 — 1996
BS & Macc, Accounting
California State University-Los Angeles 1986 — 1989
JP Morgan Asset Management May 2011 - Present
PIMCO September 2001 - April 2011
eBondtrade 1999 - 2001
Goldman Sachs 1988 - 1999
Skills
Asset Allocation, Alternative Investments, Portfolio Management, Business Development, Fixed Income, Equities, Investment Management, Hedge Funds, Asset Managment, Asset Management, Series 7, Bloomberg, Mutual Funds, Investment Strategies, Bonds, Structured Products
Education
Brown University
AB, Classics
University of Michigan Business School Executive Program in Public Finance
PIMCO January 2011 - Present
Allianz Global Investors July 2006 - December 2010
Starpoint Solutions 2005 - 2006
Skills
Series 7, ETFs, Fixed Income, Mutual Funds, Equities, Asset Managment, Series 63, Investments, Securities, Asset Allocation, Investment Management, Series 6, Uniform Combined State..., Investment Strategies, Alternative Investments, Financial Services, Capital Markets, Finance
Education
Boston College 2000 — 2004
Bachelor of Science (B.S.), Operations and Management
Glaukos Corporation August 2015 - Present
PIMCO September 2014 - July 2015
Higher Ground Adventures, Inc December 2009 - April 2014
Brookfield Homes Southland February 2004 - October 2005
Levi Strauss & Co. December 1998 - January 2004
First Alliance Mortgage 1993 - 1997
Education
California State Polytechnic University-Pomona 1990 — 1992
Adams State College
PIMCO April 2010 - April 2012
Brigade Capital Management August 2008 - March 2010
Goldman Sachs & Co October 2000 - February 2008
Skills
Equities, Electronic Trading, Equity Derivatives, Market Making, Derivatives, Hedging, Futures Trading, Portfolio Management, Bloomberg, Microsoft Excel, Trade Cost Analysis, Commodity, Proprietary Trading
Education
Boston College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Green Mountain Valley School 1992 — 1996
PIMCO September 2013 - Present
GENPACT LLC April 2010 - Present
GE Oil and Gas October 2012 - September 2013
GENPACT February 2008 - April 2010
GENPACT LLC 2009 - 2010
GENPACT July 2006 - January 2008
Skills
Informatica, Cognos, Cognos ReportNet, Data Warehousing, OBIEE, SSRS, Business Intelligence, ETL, Business Objects, PL/SQL, Business Intelligence..., SSIS, Data Modeling
Education
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor of Technology, Electronics and Communications
Atomic Energy Central School 1996 — 2000
PIMCO 2014 - Present
JPMorgan Chase 2007 - 2014
Morgan Stanley 1997 - 2007
Education
Binghamton University 1993 — 1997
BS, Accounting
Binghamton University - School of Management 1993 — 1997
BS, Accounting
PIMCO September 2012 - Present
Steele Foundation April 2008 - September 2012
Trend Homes of Arizona 2005 - 2008
Grand Canyon Title Agency May 2003 - December 2004
Skills
Event Planning, Non-profits, Fundraising, Grants, Program Development, Community Outreach, Grant Writing, Strategic Planning, Microsoft Office, Social Media, Nonprofits, Research, Budgets, Social Networking, Proposal Writing, Management, Public Relations
Education
Arizona State University 2007 — 2008
Masters, MNpS, Master of Nonprofit Studies
Northern Arizona University 1999 — 2003
Bachelor of Science, Communications
PIMCO March 2009 - Present
PIMCO September 2006 - March 2009
Wells Fargo September 2003 - September 2006
Education
Azusa Pacific University 2000 — 2003
B.A., Computer Information Systems
DoubleLine Group LP June 2015 - Present
Voya Investment Management August 2013 - May 2015
University of Chicago Booth School of Business August 2011 - June 2013
Western Asset Management June 2012 - August 2012
PIMCO October 2004 - August 2011
Skills
Fixed Income, Credit, Bloomberg, Credit Analysis, Fixed Income Analysis, Economic Research, Distressed Debt, Finance, Fixed Income Products, Fixed Income Research, Emerging Markets, Investments, Mergers & Acquisitions, Valuation, Restructuring, Investment Management, Bonds, Hedge Funds, Financial Modeling, Capital Markets, Alternative Investments, Derivatives, Portfolio Management, Leadership, Financial Analysis, Equities, Corporate Finance, Asset Management
Education
The University of Chicago Booth School of Business 2011 — 2013
MBA, Accounting, Entrepreneurship, & Finance
Brigham Young University 2000 — 2004
BS, Economics
CFA
Laguna Beach High School
BNY Mellon February 2015 - Present
PIMCO October 2012 - January 2015
Passport Capital 2011 - 2012
The Blackstone Group 2009 - 2011
Federal Reserve Bank of New York May 2009 - November 2009
Goldman Sachs 2006 - 2009
UBS Investment Bank 2000 - 2006
Goldman Sachs 1995 - 1999
Skills
Management, Business Strategy, Recruiting, Leadership, Investment Banking, Valuation, Investments, Capital Markets, Business Development, Financial Modeling, Finance, Strategy, Equities, Fixed Income, Human Resources, Hedge Funds
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Binghamton University
PIMCO 2013 - 2014
Schreck Rose Dapello & Adams November 2011 - February 2013
Sargoy, Stein, Rosen & Shapiro June 2007 - November 2011
Acadia Hospital November 2004 - May 2007
Education
New York Law School 2009 — 2013
JD
Barnard College 2005 — 2007
BA, Economics
New York University 2003 — 2004
Citi November 2013 - Present
Rimrock Capital Management, LLC August 2012 - October 2013
Kenmar June 2005 - June 2012
BOMBARDIER July 2002 - June 2005
Thinking Investments, Inc. October 2000 - February 2002
PIMCO January 1998 - October 2000
Franklin Templeton Investments February 1997 - January 1998
Skills
Fixed Income, Investments, Portfolio Management, Alternative Investments, Research, Legal
Education
Vermont Law School 1990 — 1993
JD, General
Bishop's University 1985 — 1988
BA, Economics and Political Science
John Abbott College 1982 — 1985
DCS, Pure and Applied Sciences
PIMCO February 2013 - June 2015
PricewaterhouseCoopers September 2009 - January 2013
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
Boston University - School of Management 2005 — 2009
Bachelor of Science in Business Administration (BSBA), Accounting and Finance
PIMCO February 2010 - Present
AllianceBernstein January 2009 - February 2010
AllianceBernstein March 2007 - January 2009
AllianceBernstein August 2004 - March 2007
Putnam Investments 2002 - 2004
Nuveen Investments 2000 - 2002
Nuveen Investments 1995 - 2000
Nuveen Investments May 1989 - May 1995
Education
Texas Christian University - M.J. Neeley School of Business 1992 — 1994
MBA, Finance
Baylor University 1985 — 1989
BBA, Economics
PIMCO August 2014 - Present
PIMCO June 2013 - August 2013
Citi July 2011 - July 2012
Citi June 2010 - August 2010
Skills
Financial Modeling, Valuation, Equities, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, Bloomberg, Financial Analysis, Mandarin, Equity Research, Investments, Fixed Income, Emerging Markets, Mergers & Acquisitions, Hedge Funds
Education
University of Southern California - Marshall School of Business 2012 — 2014
Master of Business Administration (MBA)
Columbia University in the City of New York 2009 — 2011
M.A., Asian Studies
Brigham Young University 2005 — 2009
B.A., Asian Studies
BP Energy Company April 2007 - Present
Wasatch Energy, LLC December 2002 - April 2007
PIMCO November 2000 - December 2002
Skills
Energy, Petroleum, Energy Industry, Gas, Commodity Markets, Natural Gas, Upstream, Energy Markets, Contract Negotiation, Risk Management
Education
Brigham Young University
GE Healthcare May 2015 - August 2015
Kellogg Company January 2015 - April 2015
DSB Construction, LLC September 2012 - August 2014
DSB Construction, LLC March 2012 - September 2012
PIMCO July 2011 - January 2012
The Church of Jesus Christ of Latter-day Saints June 2009 - January 2011
BookWise Publishing September 2007 - August 2008
Courtyard by Marriott February 2006 - August 2006
Skills
Leadership Development, Training, Human Resources, Data Analysis, Coaching, Research, Employee Benefits, Management, Interviews, Team Leadership, Customer Service, Budgets, Microsoft Office, Marketing, Time Management, Teaching, Recruiting, Conflict Resolution, Mentoring, Supervisory Skills, Problem Solving, Team Building, Project Planning
Education
Brigham Young University 2014 — 2016
Master of Business Administration (MBA), Organizational Behavior & Human Resources
Brigham Young University 2006 — 2009
BS, Psychology; social and developmental psychology
Citi February 2012 - Present
Citi June 2011 - February 2012
Pershing April 2010 - December 2010
JPMorgan Asset Management 2005 - 2009
Neuberger Berman November 2004 - February 2005
Alliance Capital Management June 2001 - November 2004
PIMCO June 1997 - December 2000
Prudential Investments March 1997 - May 1997
TIAA-CREF September 1991 - March 1997
Skills
Relationship Management, Financial Services, Leadership, Mutual Funds, Asset Management, Management, Cross-functional Team..., Project Management, CRM, Series 7, Forecasting, Sales, Banking, Alternative Investments, Vendor Management, Series 63
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing Mangement
Harry S Truman High School 1980 — 1984
PIMCO June 2010 - Present
JPMorgan Chase October 2009 - February 2010
Bernstein Global Wealth Management August 2006 - March 2009
AllianceBernstein August 2003 - August 2006
Goldman Sachs Asset Management March 2001 - March 2003
Weill Cornell Medical College-NYH 2000 - 2001
Skills
Series 7, Hedge Funds, Series 63, Program Management, Writing Skills, Marketing Communications, Process Improvement
Education
Boston College 1995 — 1999
BA, English
PIMCO August 2015 - Present
University of Chicago Booth School of Business August 2013 - June 2015
PIMCO June 2014 - August 2014
PIMCO January 2012 - July 2013
PIMCO April 2010 - January 2012
RSM McGladrey June 2009 - April 2010
Trust Company of the West May 2008 - August 2008
Edward Jones August 2007 - December 2007
Wachovia Securities Financial Network May 2006 - September 2006
Education
Azusa Pacific University 2005 — 2009
Bachelor of Science, Finance
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
PIMCO May 2013 - Present
Western Asset Management October 2012 - April 2013
Ares Management January 2009 - September 2012
Merrill Lynch September 2006 - September 2008
ABN AMRO Bank N.V. October 2004 - September 2006
Skills
Electronic Trading, Project Management, Visual Basic, Eagle PACE, Financial Analysis, SSRS, Business Analysis, Chartered Financial..., Enterprise Risk..., Performance Attribution, Performance Reporting, Fund Accounting, Fund Administration, Advent Geneva, Fixed Income, Portfolio Management, Derivatives, Axys, Bloomberg, Equities, Hedge Funds, Asset Management, SDLC, Requirements Analysis, Management
Education
Banaras Hindu University 2000 — 2004
B.Tech, Chemical Engg.
PIMCO August 2013 - Present
PIMCO May 2007 - July 2011
United States Department of the Treasury May 2006 - August 2006
Phalanx Capital Management LLC April 2005 - August 2005
Skills
Financial Modeling, Valuation, Investments, Financial Analysis, Due Diligence, Corporate Finance, Bloomberg, Equities, Business Strategy, Strategic Financial..., Japanese, Strategy, Finance, Hedge Funds, Fixed Income
Education
Harvard Business School 2011 — 2013
MBA, 2013
Brigham Young University 2002 — 2007
BA, Economics
Goldman Sachs Asset Management August 2007 - December 2012
Goldman Sachs Asset Management August 2007 - December 2012
PIMCO December 2001 - August 2007
PIMCO August 1998 - August 2007
PIMCO January 2000 - December 2001
PIMCO August 1999 - November 2001
BMG Entertainment January 1998 - September 1998
Morgan Stanley, Dean Witter, Discover & Co January 1998 - March 1998
Dean Witter Managed Futures September 1996 - January 1998
Dean Witter Managed Futures April 1996 - September 1996
Skills
brand, marketing, web,..., Marketing Communications, Fixed Income, Management, Marketing, Team Building, Mutual Funds, Writing, Investments, Product Management, Credit Derivatives, Asset Management, Product Development, Market Research
Education
Boston University 1986 — 1990
BA, English
Boston University
BA, English Literature
Sanford High
PIMCO March 2012 - Present
24 Hour Fitness March 2010 - March 2012
24 Hour Fitness June 2006 - March 2010
Quick Loan Funding October 2004 - May 2006
In-N-Out Burger 2000 - 2005
Skills
Telephone Skills, Scheduling, Fitness, Event Planning, Business Meetings, Spreadsheets, Calendar Management, Human Resources..., Customer Relations, Customer Service, Customer Satisfaction, Customer Retention, Customer Engagement, Employee Hiring, Travel Planning, Business Travel, Documentation, Training & Development, Operations Management, Sales Operations, Staff Management, Staff Development, Staff Retention, Calendaring
Education
American Intercontinental University
RBC Capital Markets February 2014 - Present
PIMCO May 2013 - November 2013
UBS Investment Bank March 1997 - January 2013
Skills
Administrative..., Office Management, Outlook, Travel Arrangements, Microsoft Excel, Calendars, PowerPoint, Office Administration, Access, Calendaring, Concur, Administrative...
Education
Berkeley College 2007 — 2011
Bachelor's degree, Human Resources Management/Personnel Administration, General
Marist College
Bachelor's degree, Business Administration and Management, General
Wasatch Advisors August 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2015
The Wharton School August 2012 - May 2014
PIMCO June 2008 - June 2012
Citi May 2006 - June 2008
Skills
Financial Modeling, Fixed Income, Bloomberg, Valuation, Private Equity, Investments, Portfolio Management, Financial Analysis, Asset Managment, Hedge Funds, Derivatives, Investment Management, Asset Allocation, Series 7, Credit, Risk Management, Alternative Investments, Mutual Funds, Equities, Capital Markets, Securities, Corporate Finance, Equity Research, Investment Banking, Investment Strategies, Finance, Bonds, Credit Analysis, Financial Services, Options, Financial Markets, Investment Advisory, Financial Advisory, Business Valuation, Financial Structuring, Credit Risk, Corporate Development, Equity Valuation, Financial Risk, Mergers, Series 66, Asset Management
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA, Finance, Real Estate
Brigham Young University
Bachelor of Science - Marriott School of, Finance
Jefferies February 2015 - Present
PIMCO January 2011 - January 2015
Core Staffing Services Inc. July 2010 - December 2010
New York Life Insurance Company June 2009 - June 2010
Bear Stearns, & Co. Inc. February 2006 - August 2008
Skills
Wealth Management, Equities, Bloomberg, Portfolio Management, Fixed Income, Hedge Funds, Customer Service, Microsoft Excel, Outlook, Microsoft Office
Education
State University of New York at Binghamton 1997 — 2002
Bachelor's Degree, Philosophy, Politics, and Law
Hunter College 1996 — 1997
Brooklyn Technical High School 1992 — 1996
High School
Touro College Jacob D. Fuchsberg Law Center
PIMCO May 2013 - Present
Barclays Capital January 2011 - April 2013
FXCM October 2010 - January 2011
GE Capital July 2010 - September 2010
Redac Inc June 2008 - December 2008
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
BBA, Finance
Borough of Manhattan Community College 2006 — 2008
Associate, Business Administration
PIMCO 2008 - Present
State Street Global Advisors 2006 - 2007
Education
Brandeis International Business School 2004 — 2006
MA, International Finance and Economics
City of Mission Viejo 2012 - Present
PIMCO 1999 - 2009
Capitol Resource Advisors 1998 - 1999
SEI Capital Resources 1996 - 1997
Harris Associates 1993 - 1996
SEI Investments 1987 - 1993
Skills
Fixed Income, Capital Markets, Investments, Asset Allocation, Financial Analysis, Asset Management, Derivatives, Investment Management, Portfolio Management
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA, Finance
Bowling Green State University 1984 — 1985
Teaching Certificate, Secondary Mathematics
Bowling Green State University 1978 — 1982
B.S., Business Management
PIMCO August 2010 - Present
Platinum Grove Asset Management February 2006 - June 2008
Morgan Stanley July 2004 - February 2006
Skills
Fixed Income, Investor Relations, Mutual Funds, Hedge Funds, Alternative Investments, Investments, Investment Management, Series 7, Bonds, Series 63
Education
Harvard Business School 2008 — 2010
MBA
Brown University 2000 — 2004
BA, Economics, International Relations
Brown University September 2013 - Present
PIMCO June 2015 - August 2015
Brown University September 2014 - December 2014
Singapore Department of Statistics April 2013 - June 2013
Ministry of Defence of Singapore February 2013 - April 2013
Skills
Stata, Matlab, Python, LaTeX, Photoshop, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Strategy, Analysis, Data Analysis, Financial Modeling, Economics, English, Mandarin, French, Spanish, Chinese, Statistics, Econometrics, Finance, Statistical Modeling
Education
Brown University 2013 — 2016
Bachelor of Science (Sc.B.), Applied Mathematics-Economics
Universidad de Granada 2014 — 2014
Intensive Spanish Language Course Level 5 (CEFR B1), Spanish, A+
Raffles Junior College 2009 — 2010
Raffles Institution 2005 — 2008
JPMorgan Chase May 2013 - Present
JPMorgan Chase July 2012 - May 2013
JPMorgan Chase July 2010 - July 2012
JP Morgan Chase June 2006 - June 2010
JP Morgan Chase February 2004 - June 2006
JPMorgan Chase August 2000 - January 2004
PIMCO December 1997 - August 2000
Citiscape Corporation October 1996 - December 1997
McGraw-Hill Federal Credit Union November 1995 - October 1996
Skills
Risk Management, Financial Risk, Fixed Income, Process Improvement, Banking, Finance, Equities, Analysis, Project Planning, Financial Analysis, Investment Banking, Financial Services, Derivatives, Management, Mutual Funds
Education
Baruch College 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
PIMCO June 2013 - Present
PIMCO January 2008 - June 2013
PIMCO July 2006 - December 2007
Education
UCLA Anderson School of Management 2011 — 2014
MBA, Finance
Arizona State University
B.S., Finance
PIMCO October 2008 - Present
Fidelity Investments 1996 - 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
Canisius College 1990 — 1994
Qualcomm May 2015 - Present
PIMCO March 2013 - May 2015
The Economical Insurance Group January 2009 - January 2012
IBM China June 2004 - August 2008
China National Software & Service Co. Ltd April 1997 - June 2004
Skills
Oracle, Risk Management, Business Intelligence, Business Analysis, SDLC
Education
Beijing Institute of Technology 1994 — 1997
Master, Engineering
Steton Technology Group June 2013 - Present
PIMCO March 2013 - June 2013
Kelley Blue Book September 2011 - February 2013
Skills
SQL, Microsoft SQL Server, Windows Server, Active Directory, Java, Business Intelligence, Business Analysis, Databases, Data Warehousing, Enterprise Software, SDLC, ETL, Oracle, Data Modeling, Requirements Analysis, HTML, PL/SQL, Software Project..., MicroStrategy
Education
Anna University 2003 — 2007
Electrical and Electronics Engineering
PIMCO January 2013 - Present
PIMCO March 2010 - January 2013
Nuveen Investments October 2007 - March 2010
Morgan Lewis & Bockius March 2004 - September 2007
Dechert LLP September 2000 - March 2004
Skills
Securities Regulation, Securities, Corporate Governance, Corporate Law, Hedge Funds, Legal Research, Litigation, Mutual Funds
Education
American University Washington College of Law 1996 — 2000
JD, Law
American University 1992 — 1996
BA, Law and Society
Och-Ziff Capital Management August 2015 - Present
PIMCO March 2013 - August 2015
Prudential Investments March 2012 - March 2013
Morgan Stanley Smith Barney February 2010 - March 2012
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Auburn University 2005 — 2009
Finance
Universidad de Salamanca 2008 — 2008
Spanish
PIMCO December 2011 - Present
PIMCO December 2010 - December 2011
PIMCO June 2008 - December 2010
Skills
Asset Management, Analytics, Fixed Income, Valuation, Portfolio Management, Bloomberg, Equities, Derivatives, Financial Modeling, Hedge Funds
Education
Northwestern University 2003 — 2009
Doctor of Philosophy (PhD), Economics
Aarhus Universitet 1999 — 2003
Bachelor's degree, Economics
Loomis, Sayles & Company December 2011 - Present
Loomis Sayles & Company January 2009 - November 2011
Loomis, Sayles & Company June 2005 - December 2008
FactSet Research Systems September 2004 - May 2005
FactSet Research Systems July 2003 - August 2004
FactSet Research Systems September 2001 - June 2003
PIMCO January 2001 - May 2001
Skills
Bloomberg, Equities, Equity Research, Investments, Portfolio Management, Investment Management, Analytics, Financial Analysis, Financial Modeling, FactSet, Trading
Education
Boston College - Carroll School of Management 2007 — 2009
MSF
Boston College - Carroll School of Management 2006 — 2009
MBA
Fairfield University 1997 — 2001
BS
German Federal Ministry of Finance June 2015 - July 2015
Kensho Technologies 2015 - 2015
Goldman Sachs July 2012 - July 2014
Columbia Business School, Finance & Economics September 2010 - December 2011
PIMCO June 2011 - August 2011
Columbia Business School, Heilbrunn Center May 2010 - August 2010
American Jewish Committee September 2008 - July 2009
Education
Columbia University in the City of New York 2009 — 2012
Bachelor of Arts (B.A.)
Boston University
Doctor of Philosophy (PhD)
United Nations October 2013 - Present
Translators without Borders October 2009 - Present
PIMCO April 2013 - August 2013
Guibert & Co. May 2012 - April 2013
UNESCO February 2009 - February 2012
Skills
Translation, Editing, Revision, Spanish, Publishing, French, Copy Editing, Proofreading, International Relations, International..., Politics, English, Linguistics, Intercultural..., Arabic, European Union, Foreign Languages, Multilingual, Technical Translation, Legal Translation, Policy Analysis, Italian, Trados, Localization, Russian, Manuals, Language Development, Interpreting, Literature, Terminology, Language Services, Website Localization, Language Teaching, Globalization, Transcription
Education
New York University 2012 — 2015
Professional Certificate, Translation
Barnard College 2001 — 2005
Bachelor of Arts (B.A.), French and Francophone Studies
Pacific Asset Management January 2015 - Present
PIMCO September 2011 - January 2015
Wells Fargo Advisors October 2009 - September 2011
Britt & Associates July 2005 - November 2009
Skills
Business Development, Manage Client..., Client Development, Investment Management, Asset Allocation, Asset Management, Financial Analysis, Mutual Funds, Complaince, Macroeconomics, Microeconomics, Microsoft Office, Proprietary Software, Bloomberg, Morningstar, Portfolio Management, Fixed Income, Investment Strategies, Finance, Securities, Series 7, Capital Markets, Retirement Planning, FINRA, Wealth Management..., Hedge Funds
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2011
Master of Business Administration (M.B.A.), Finance
Biola University 2001 — 2005
Communication, General
Fundamental Credit Opportunities February 2014 - Present
Jefferies & Company April 2011 - February 2014
PIMCO March 2010 - March 2011
Goldman Sachs July 1999 - February 2010
Skills
Fixed Income, Capital Markets, Derivatives
Education
Dartmouth College 1998 — 1999
Master of Engineering (MEng)
Dartmouth College 1997 — 1998
Bachelor of Engineering (BEng)
Bates College 1993 — 1997
Bachelor of Science (BS), Physics
Kildonan Castle 2011 - Present
Morgan Stanley 2009 - 2011
Armored Wolf LLC 2009 - 2009
PIMCO 2002 - 2008
WR Hambrecht + Co 1999 - 2001
Montgomery Securities 1996 - 1999
Goldman Sachs 1995 - 1995
Skills
Investments, Credit, Equities, Finance, Economics, Accounting, Strategy, Risk Management, Retail, Financial Services, Surfing, Skiing, Basketball
Education
University of California, Berkeley, Haas School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Emphasis in finance
Brown University 1985 — 1990
Bachelor's Degree, Economics and Literature