Transamerica Investment Management, LLC
Industry: Company
DescriptionHeadquarters: Los Angeles, CA Founded: 1967
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Transamerica Investment Management, LLC Employees
Employee
Years
Job
Industry
Tim Hassett Tim Hassett's Transamerica Investment Management, LLC Experience February 2003 - May 2011
Job Sr. V.P. Institutional Client Services at Scout Investments
Industry Investment Management
Experience
Scout Investments May 2011 - Present
Transamerica Investment Management, LLC February 2003 - May 2011
Berger Financial Group, Inc December 1998 - February 2003
Skills
Series 63, Investments, Asset Management, Series 7, Mutual Funds, Asset Allocation
Education
St. Olaf College
Bachelor of Arts (B.A.), Economics; Psychology
University of MN - Carlson School of Management
Master of Business Administration (M.B.A.), Finance, General
Scout Investments May 2011 - Present
Transamerica Investment Management, LLC February 2003 - May 2011
Berger Financial Group, Inc December 1998 - February 2003
Skills
Series 63, Investments, Asset Management, Series 7, Mutual Funds, Asset Allocation
Education
St. Olaf College
Bachelor of Arts (B.A.), Economics; Psychology
University of MN - Carlson School of Management
Master of Business Administration (M.B.A.), Finance, General
Kathleen Hendriks Kathleen Hendriks's Transamerica Investment Management, LLC Experience May 2008 - July 2011
Job Senior Compliance Officer at Post Advisory Group
Industry Investment Management
Experience
Post Advisory Group September 2015 - Present
Ares Management November 2014 - May 2015
Alaric Compliance Services, LLC July 2011 - November 2014
Transamerica Investment Management LLC May 2008 - July 2011
Nuveen Investments 2005 - May 2008
NWQ Investment Management, LLC July 1998 - 2005
NWQ Investment Management, LLC 1991 - May 1998
Skills
Securities, Investment Management, Mutual Funds, Hedge Funds, Investments, Fixed Income, Equities, Alternative Investments, Financial Services, Capital Markets, SEC, Policy, Derivatives, FINRA, ERISA, GIPS Compliance, Investment Guideline..., Series 7, Fund Of Funds, Investment Advisory, Compliance, Private Equity, EDGAR filings, ETFs, Securities Regulation, Asset Management, Asset Allocation, Portfolio Management, Trading, Series 63, Policy & Procedures..., Regulatory Requirements, Investment Advisor..., Investment Companies, Closed-end Funds, Program Development, Charles River IMS, Research Commissions..., Political Contributions..., Form PF Reporting, Due Diligence, AML, Bloomberg, Management, Risk Management, Anti Money Laundering
Education
California State University-Fullerton - College of Business and Economics 1986 — 1988
MBA, Finance
California State University-Fullerton
B.A., Finance emphasis
Post Advisory Group September 2015 - Present
Ares Management November 2014 - May 2015
Alaric Compliance Services, LLC July 2011 - November 2014
Transamerica Investment Management LLC May 2008 - July 2011
Nuveen Investments 2005 - May 2008
NWQ Investment Management, LLC July 1998 - 2005
NWQ Investment Management, LLC 1991 - May 1998
Skills
Securities, Investment Management, Mutual Funds, Hedge Funds, Investments, Fixed Income, Equities, Alternative Investments, Financial Services, Capital Markets, SEC, Policy, Derivatives, FINRA, ERISA, GIPS Compliance, Investment Guideline..., Series 7, Fund Of Funds, Investment Advisory, Compliance, Private Equity, EDGAR filings, ETFs, Securities Regulation, Asset Management, Asset Allocation, Portfolio Management, Trading, Series 63, Policy & Procedures..., Regulatory Requirements, Investment Advisor..., Investment Companies, Closed-end Funds, Program Development, Charles River IMS, Research Commissions..., Political Contributions..., Form PF Reporting, Due Diligence, AML, Bloomberg, Management, Risk Management, Anti Money Laundering
Education
California State University-Fullerton - College of Business and Economics 1986 — 1988
MBA, Finance
California State University-Fullerton
B.A., Finance emphasis
Philip McKinley Philip McKinley's Transamerica Investment Management, LLC Experience March 1999 - December 2003
Job Compliance Officer at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates February 2013 - Present
Pacific Serenades July 2002 - Present
Genworth Financial January 2004 - March 2012
Transamerica Investment Management, LLC March 1999 - December 2003
Meyers Capital Management, LLC April 1996 - February 1999
AIDS Healthcare Foundation August 1992 - August 1998
Griffin Financial Services 1994 - 1996
Mercantile National Bank 1991 - 1994
First Imperial Investor Services 1988 - 1990
Skills
Investments, FINRA, Mutual Funds, SEC, Securities, Investment Advisory, RIA, Anti Money Laundering, Investment Management, Financial Services
Education
University of California, Los Angeles 1976 — 1980
Bachelor of Arts (BA)
Wilshire Associates February 2013 - Present
Pacific Serenades July 2002 - Present
Genworth Financial January 2004 - March 2012
Transamerica Investment Management, LLC March 1999 - December 2003
Meyers Capital Management, LLC April 1996 - February 1999
AIDS Healthcare Foundation August 1992 - August 1998
Griffin Financial Services 1994 - 1996
Mercantile National Bank 1991 - 1994
First Imperial Investor Services 1988 - 1990
Skills
Investments, FINRA, Mutual Funds, SEC, Securities, Investment Advisory, RIA, Anti Money Laundering, Investment Management, Financial Services
Education
University of California, Los Angeles 1976 — 1980
Bachelor of Arts (BA)
Ann Marie Swanson Ann Marie Swanson's Transamerica Investment Management, LLC Experience 2008 - 2010
Job Senior Legal and Compliance Professional
Industry Investment Management
Experience
ThomasPartners 2013 - 2015
West coast investment adviser 2010 - 2013
Transamerica Investment Management, LLC 2008 - 2010
Post Advisory Group 2004 - 2008
Transamerica Investment Management, LLC 2001 - 2004
Baring Asset Management, Inc. 2000 - April 2001
The Boston Company Asset Management, Inc. January 1996 - 2000
Fleet Investment Services 1993 - 1996
US Department of Labor EBSA 1990 - 1993
Skills
Hedge Funds, FINRA, Investment Advisory, Asset Management, Financial Services, Investment Advisers Act, Asset Allocation, Compliance, ERISA, Investment Advisor..., Charles River IMS, Investment Company Act, Mutual funds, Institutional..., retail investments
Education
Hofstra University School of Law
Suffolk University Law School
Juris Doctor (J.D.)
University of Massachusetts, Amherst
Bachelor's Degree
ThomasPartners 2013 - 2015
West coast investment adviser 2010 - 2013
Transamerica Investment Management, LLC 2008 - 2010
Post Advisory Group 2004 - 2008
Transamerica Investment Management, LLC 2001 - 2004
Baring Asset Management, Inc. 2000 - April 2001
The Boston Company Asset Management, Inc. January 1996 - 2000
Fleet Investment Services 1993 - 1996
US Department of Labor EBSA 1990 - 1993
Skills
Hedge Funds, FINRA, Investment Advisory, Asset Management, Financial Services, Investment Advisers Act, Asset Allocation, Compliance, ERISA, Investment Advisor..., Charles River IMS, Investment Company Act, Mutual funds, Institutional..., retail investments
Education
Hofstra University School of Law
Suffolk University Law School
Juris Doctor (J.D.)
University of Massachusetts, Amherst
Bachelor's Degree
Dave Whipp's Transamerica Investment Management, LLC Experience July 2001 - July 2011
Job Senior Associate at C.H. Dean, Inc
Industry Investment Management
Experience
C.H. Dean, LLC July 2011 - Present
Transamerica Investment Management, LLC July 2001 - July 2011
C.H. Dean, Inc May 2001 - July 2001
C.H. Dean May 1987 - May 2001
Education
Sinclair Community College 1994 — 1999
Business
C.H. Dean, LLC July 2011 - Present
Transamerica Investment Management, LLC July 2001 - July 2011
C.H. Dean, Inc May 2001 - July 2001
C.H. Dean May 1987 - May 2001
Education
Sinclair Community College 1994 — 1999
Business
Brad Michels, CFP®, QPFC Brad Michels, CFP®, QPFC's Transamerica Investment Management, LLC Experience January 2004 - February 2009
Job Providing balance and increased confidence to the lives of those I serve.
Industry Investment Management
Experience
Wealthcare Capital Management May 2012 - Present
Concentric Fiduciary Advisors July 2010 - May 2012
Transamerica Investment Management, LLC January 2004 - February 2009
Skills
Certified Financial..., Qualified Plan..., Life Planning, Goals Based Planning, Personal Financial..., Holistic Financial..., Qualified Retirement..., Retirement Planning, Retirement Plan..., Estate Planning, 401k Rollovers, IRAs, Roth IRA, SEP IRA, Simple IRA, Social Security Planning, Social Security Analysis
Education
University of Kentucky 1987 — 2001
Bachelor of Business Administration (BBA), Marketing
Webster University 1994 — 1996
Master of Business Administration (MBA)
Wealthcare Capital Management May 2012 - Present
Concentric Fiduciary Advisors July 2010 - May 2012
Transamerica Investment Management, LLC January 2004 - February 2009
Skills
Certified Financial..., Qualified Plan..., Life Planning, Goals Based Planning, Personal Financial..., Holistic Financial..., Qualified Retirement..., Retirement Planning, Retirement Plan..., Estate Planning, 401k Rollovers, IRAs, Roth IRA, SEP IRA, Simple IRA, Social Security Planning, Social Security Analysis
Education
University of Kentucky 1987 — 2001
Bachelor of Business Administration (BBA), Marketing
Webster University 1994 — 1996
Master of Business Administration (MBA)
Adam Drucker Adam Drucker's Transamerica Investment Management, LLC Experience 2000 - 2002
Job Restaurant Manager
Industry Restaurants
Experience
Big Mango Cafe July 2012 - Present
Border Grill March 2011 - December 2011
Paradise Cove Beach Cafe April 2009 - September 2010
Work Star by Katie Chin 2010 - 2010
Double Happiness Catering 2008 - 2009
Dr. Tattoff 2007 - 2008
Real D / StereoGraphics July 2005 - July 2007
The Holman Group 2004 - 2005
Technical Systems Management Consultants 2003 - 2004
Transamerica Investment Management, LLC 2000 - 2002
Skills
Budgeting, Security, Customer Relations, Strategic Planning, Customer Service, Budgets, Management, Marketing, Retail, Time Management, Vendor Management, Hospitality, Team Management, Leadership, Networking, Marketing Strategy, Social Media Marketing
Education
California State University-Northridge 1991 — 1995
Bachelor of Arts, Economics
Big Mango Cafe July 2012 - Present
Border Grill March 2011 - December 2011
Paradise Cove Beach Cafe April 2009 - September 2010
Work Star by Katie Chin 2010 - 2010
Double Happiness Catering 2008 - 2009
Dr. Tattoff 2007 - 2008
Real D / StereoGraphics July 2005 - July 2007
The Holman Group 2004 - 2005
Technical Systems Management Consultants 2003 - 2004
Transamerica Investment Management, LLC 2000 - 2002
Skills
Budgeting, Security, Customer Relations, Strategic Planning, Customer Service, Budgets, Management, Marketing, Retail, Time Management, Vendor Management, Hospitality, Team Management, Leadership, Networking, Marketing Strategy, Social Media Marketing
Education
California State University-Northridge 1991 — 1995
Bachelor of Arts, Economics
Chris McCaskey, CPA's Transamerica Investment Management, LLC Experience June 2006 - October 2009
Job Assurance Manager at Flagel Huber Flagel
Industry Accounting
Experience
Flagel Huber Flagel August 2012 - Present
Kentner Sellers LLP November 2009 - July 2012
Transamerica Investment Management, LLC June 2006 - October 2009
Battelle & Battelle LLP October 2003 - May 2006
Battelle & Battelle LLP June 2000 - September 2003
Battelle & Battelle LLP November 1998 - May 2000
Flagel, Huber, Flagel & Co. July 1997 - November 1998
Skills
Not for Profit, Professional Services, Accounting, Financial Reporting, Tax, Auditing, Internal Controls, GAAP, Financial Analysis, General Ledger, QuickBooks, Financial Statements, CPA, Income Tax, Internal Audit, Tax Preparation, US GAAP, Manufacturing, Assurance, Business Planning, Finance, Business Valuation, Sarbanes-Oxley Act, Mergers & Acquisitions, Corporate Tax, Financial Accounting, SEC filings, Tax Accounting, Tax Returns, External Audit, Bookkeeping, Sarbanes-Oxley, Account Reconciliation, Fixed Assets, IFRS, Strategic Financial..., Forensic Accounting, Variance Analysis, Managerial Finance, Financial Planning
Education
Cedarville University 1993 — 1997
Dayton Christian High School 1989 — 1993
Flagel Huber Flagel August 2012 - Present
Kentner Sellers LLP November 2009 - July 2012
Transamerica Investment Management, LLC June 2006 - October 2009
Battelle & Battelle LLP October 2003 - May 2006
Battelle & Battelle LLP June 2000 - September 2003
Battelle & Battelle LLP November 1998 - May 2000
Flagel, Huber, Flagel & Co. July 1997 - November 1998
Skills
Not for Profit, Professional Services, Accounting, Financial Reporting, Tax, Auditing, Internal Controls, GAAP, Financial Analysis, General Ledger, QuickBooks, Financial Statements, CPA, Income Tax, Internal Audit, Tax Preparation, US GAAP, Manufacturing, Assurance, Business Planning, Finance, Business Valuation, Sarbanes-Oxley Act, Mergers & Acquisitions, Corporate Tax, Financial Accounting, SEC filings, Tax Accounting, Tax Returns, External Audit, Bookkeeping, Sarbanes-Oxley, Account Reconciliation, Fixed Assets, IFRS, Strategic Financial..., Forensic Accounting, Variance Analysis, Managerial Finance, Financial Planning
Education
Cedarville University 1993 — 1997
Dayton Christian High School 1989 — 1993
Joshua Chavez's Transamerica Investment Management, LLC Experience September 2006 - August 2008
Job Solutions Architect at ePlus Inc.
Industry Information Technology and Services
Experience
ePlus inc. May 2015 - Present
Overlake Hospital September 2014 - April 2015
Costco Wholesale June 2012 - September 2014
Overlake Hospital February 2009 - May 2012
Transamerica Investment Management, LLC September 2006 - August 2008
Skills
Data Center, Cisco UCS, High Availability, Computer Security, Script Logic, Cisco Technologies, System Deployment, Windows Server, Windows, Network Administration, Servers, Testing, Enterprise Architecture, Hardware, NetApp, Server Architecture, Epic Systems, Firewalls, System Administration, VMware Infrastructure, Virtualization, KiXtart, VMware, Windows 7, Technical Support, DHCP, Wireless Networking, Enterprise Software, XP, TCP/IP, Powershell, Infrastructure, Active Directory, VBScript, VMware ESX, VMware View, SCCM, Microsoft Servers, MCSA, MCDST, VCP5, VCP5-DT, Kixtart, Scriptlogic Desktop..., VMware Thinapp, Epic Client and Systems..., Cisco ACE, Cisco Certified
Education
California State Polytechnic University-Pomona 2001 — 2004
BS, Electronics Computer Engineering Technology
ePlus inc. May 2015 - Present
Overlake Hospital September 2014 - April 2015
Costco Wholesale June 2012 - September 2014
Overlake Hospital February 2009 - May 2012
Transamerica Investment Management, LLC September 2006 - August 2008
Skills
Data Center, Cisco UCS, High Availability, Computer Security, Script Logic, Cisco Technologies, System Deployment, Windows Server, Windows, Network Administration, Servers, Testing, Enterprise Architecture, Hardware, NetApp, Server Architecture, Epic Systems, Firewalls, System Administration, VMware Infrastructure, Virtualization, KiXtart, VMware, Windows 7, Technical Support, DHCP, Wireless Networking, Enterprise Software, XP, TCP/IP, Powershell, Infrastructure, Active Directory, VBScript, VMware ESX, VMware View, SCCM, Microsoft Servers, MCSA, MCDST, VCP5, VCP5-DT, Kixtart, Scriptlogic Desktop..., VMware Thinapp, Epic Client and Systems..., Cisco ACE, Cisco Certified
Education
California State Polytechnic University-Pomona 2001 — 2004
BS, Electronics Computer Engineering Technology
Travis Weimer, CPA Travis Weimer, CPA's Transamerica Investment Management, LLC Experience 2003 - 2009
Job at Insurance Claims Management, Inc.
Industry Insurance
Experience
Insurance Claims Management, Inc. September 2010 - Present
TRANSAMERICA INVESTMENT SERVICES, INC December 2003 - September 2009
Transamerica Investment Management, LLC 2003 - 2009
WOOLPERT, LLP May 2003 - December 2003
BATTELLE & BATTELLE, LLP July 1995 - April 2003
CLARK, SCHAEFER, HACKETT & CO January 1993 - July 1995
Skills
Internal Controls, Forecasting, Mergers & Acquisitions, Budgets, Financial Reporting, Accounting, Risk Management, Finance, Leadership, Strategic Planning, Strategic Financial..., Analysis, Accounts Payable, Auditing, Payroll, Due Diligence, Financial Planning
Education
Miami University 1988 — 1992
Bachelor of Science, Business
Vandalia Butler
Insurance Claims Management, Inc. September 2010 - Present
TRANSAMERICA INVESTMENT SERVICES, INC December 2003 - September 2009
Transamerica Investment Management, LLC 2003 - 2009
WOOLPERT, LLP May 2003 - December 2003
BATTELLE & BATTELLE, LLP July 1995 - April 2003
CLARK, SCHAEFER, HACKETT & CO January 1993 - July 1995
Skills
Internal Controls, Forecasting, Mergers & Acquisitions, Budgets, Financial Reporting, Accounting, Risk Management, Finance, Leadership, Strategic Planning, Strategic Financial..., Analysis, Accounts Payable, Auditing, Payroll, Due Diligence, Financial Planning
Education
Miami University 1988 — 1992
Bachelor of Science, Business
Vandalia Butler
Stacey Ashenfelter Stacey Ashenfelter's Transamerica Investment Management, LLC Experience 1999 - 2002
Job Associate Director at SS&C GlobeOp
Industry Investment Management
Experience
SS&C GlobeOp August 2013 - Present
Smithwood Advisers, L.P. March 2009 - June 2013
Strata Capital Management LP April 2008 - March 2009
Oakmont Corporation January 2003 - April 2008
Transamerica Investment Management, LLC 1999 - 2002
Skills
Asset Management, Investments, Accounting, Trading, Portfolio Management, Financial Analysis, Financial Modeling, Corporate Finance, Risk Management, Bloomberg, Securities, Restructuring, Banking, Mutual Funds, Financial Reporting, Hedge Funds, Fund Administration, Finance, Account Reconciliation, Auditing, SEC filings, Asset Allocation, Fund Accounting, Financial Statements, US GAAP, Internal Audit, Fund Of Funds, GAAP, Investor Relations, Partnership Accounting, Back Office, SEC, Equities, Investment Management, SEC Filings
Education
Loyola Marymount University 2013 — 2015
Master of Business Administration (MBA)
Loyola Marymount University 1990 — 1994
BS
Notre Dame High School 1986 — 1990
High School Diploma
SS&C GlobeOp August 2013 - Present
Smithwood Advisers, L.P. March 2009 - June 2013
Strata Capital Management LP April 2008 - March 2009
Oakmont Corporation January 2003 - April 2008
Transamerica Investment Management, LLC 1999 - 2002
Skills
Asset Management, Investments, Accounting, Trading, Portfolio Management, Financial Analysis, Financial Modeling, Corporate Finance, Risk Management, Bloomberg, Securities, Restructuring, Banking, Mutual Funds, Financial Reporting, Hedge Funds, Fund Administration, Finance, Account Reconciliation, Auditing, SEC filings, Asset Allocation, Fund Accounting, Financial Statements, US GAAP, Internal Audit, Fund Of Funds, GAAP, Investor Relations, Partnership Accounting, Back Office, SEC, Equities, Investment Management, SEC Filings
Education
Loyola Marymount University 2013 — 2015
Master of Business Administration (MBA)
Loyola Marymount University 1990 — 1994
BS
Notre Dame High School 1986 — 1990
High School Diploma
Betsy Young Betsy Young's Transamerica Investment Management, LLC Experience June 2001 - May 2007
Job Marketing Director
Industry Investment Management
Experience
Financial Services January 2013 - Present
Riazzi Asset Management, LLC June 2007 - December 2012
Transamerica Investment Management, LLC June 2001 - May 2007
Dean Investment Associates 1990 - 2001
Education
Marquette University
Bachelor of Arts (B.A.), Journalism, Advertising major, Marketing minor
Fairmont East
Financial Services January 2013 - Present
Riazzi Asset Management, LLC June 2007 - December 2012
Transamerica Investment Management, LLC June 2001 - May 2007
Dean Investment Associates 1990 - 2001
Education
Marquette University
Bachelor of Arts (B.A.), Journalism, Advertising major, Marketing minor
Fairmont East
Greg McCarty Greg McCarty's Transamerica Investment Management, LLC Experience March 1999 - August 2007
Job AST Business Analyst at Green Dot Corporation
Industry Investment Management
Experience
Green Dot Corporation November 2013 - Present
Athene Asset Management January 2012 - August 2013
Cloud Event Processing July 2011 - December 2011
Transamerica Investment Management / AEGON February 2010 - July 2011
Research Affiliates August 2007 - July 2009
Transamerica Investment Management LLC March 1999 - August 2007
Western Asset Management October 1995 - March 1999
Kleinwort Benson Capital Management November 1994 - October 1995
Jet Propulsion Laboratory January 1993 - December 1994
Skills
SharePoint, SDLC, Agile Methodologies, Microsoft SQL Server, Business Analysis, VB.NET, Oracle, CRM, Visual Studio, SSRS, SSIS, Project Management, Testing
Education
University of California, Santa Barbara
BA, Business Economics
Green Dot Corporation November 2013 - Present
Athene Asset Management January 2012 - August 2013
Cloud Event Processing July 2011 - December 2011
Transamerica Investment Management / AEGON February 2010 - July 2011
Research Affiliates August 2007 - July 2009
Transamerica Investment Management LLC March 1999 - August 2007
Western Asset Management October 1995 - March 1999
Kleinwort Benson Capital Management November 1994 - October 1995
Jet Propulsion Laboratory January 1993 - December 1994
Skills
SharePoint, SDLC, Agile Methodologies, Microsoft SQL Server, Business Analysis, VB.NET, Oracle, CRM, Visual Studio, SSRS, SSIS, Project Management, Testing
Education
University of California, Santa Barbara
BA, Business Economics
Douglas J. Morse's Transamerica Investment Management, LLC Experience March 2008 - April 2011
Job Principal at Granite Investment Partners, LLC
Industry Investment Management
Experience
Granite Investment Partners, LLC April 2011 - Present
Transamerica Investment Services, Inc. December 2008 - April 2011
Transamerica Investment Management, LLC March 2008 - April 2011
Transamerica Investment Management, LLC August 2005 - March 2008
Westcap Investors LLC December 2003 - August 2005
Westcap Investors LLC September 1999 - December 2003
E! Online 1997 - 1999
Skills
Investments, Equities, Fixed Income, Investment Management, Series 63, Asset Managment, Asset Allocation, Alternative Investments, Mutual Funds, 401k, Sales
Education
New York University 1987 — 1991
Granite Investment Partners, LLC April 2011 - Present
Transamerica Investment Services, Inc. December 2008 - April 2011
Transamerica Investment Management, LLC March 2008 - April 2011
Transamerica Investment Management, LLC August 2005 - March 2008
Westcap Investors LLC December 2003 - August 2005
Westcap Investors LLC September 1999 - December 2003
E! Online 1997 - 1999
Skills
Investments, Equities, Fixed Income, Investment Management, Series 63, Asset Managment, Asset Allocation, Alternative Investments, Mutual Funds, 401k, Sales
Education
New York University 1987 — 1991
Emme Devonish's Transamerica Investment Management, LLC Experience March 2005 - November 2008
Job Writer/Educator/Researcher
Industry Writing and Editing
Experience
Houston Community College September 2015 - Present
The University of Sydney July 2011 - March 2015
The University of Sydney March 2012 - July 2014
San Jacinto College August 2010 - May 2011
Consultant/Independent February 2009 - May 2010
Transamerica Investment Management, LLC March 2005 - November 2008
Credit Lyonnais Asset Management August 2003 - August 2004
Caisse de Depots et Consignations April 2001 - October 2002
Kelly Drye & Warren LLP October 1999 - November 2000
Nomura IBJ Global Investment Advisors September 1998 - September 1999
Skills
Editing, Due Diligence, Compliance, Securities Regulation, Writing, Teaching, Presentations, Research, Policy, French, Management, Qualitative Research, Corporate Law, Publishing, Mergers & Acquisitions, Leadership, Analysis, Blogging, Creative Writing, International Relations, Investments, Public Speaking, Marketing, Litigation, Corporate Communications, Proofreading, Portfolio Management, Program Management, Finance, Copy Editing, Books
Education
The University of Sydney 2011 — 2015
PhD Candidate, Department of Art History and Film Studies
Carlow University 2008 — 2010
MFA, Creative Writing, Distinction
American University 1991 — 1993
MA, Law and International Affairs
American University, Washington College of Law 1990 — 1993
JD, Law
Syracuse University 1986 — 1990
BA, French/International Relations
Houston Community College September 2015 - Present
The University of Sydney July 2011 - March 2015
The University of Sydney March 2012 - July 2014
San Jacinto College August 2010 - May 2011
Consultant/Independent February 2009 - May 2010
Transamerica Investment Management, LLC March 2005 - November 2008
Credit Lyonnais Asset Management August 2003 - August 2004
Caisse de Depots et Consignations April 2001 - October 2002
Kelly Drye & Warren LLP October 1999 - November 2000
Nomura IBJ Global Investment Advisors September 1998 - September 1999
Skills
Editing, Due Diligence, Compliance, Securities Regulation, Writing, Teaching, Presentations, Research, Policy, French, Management, Qualitative Research, Corporate Law, Publishing, Mergers & Acquisitions, Leadership, Analysis, Blogging, Creative Writing, International Relations, Investments, Public Speaking, Marketing, Litigation, Corporate Communications, Proofreading, Portfolio Management, Program Management, Finance, Copy Editing, Books
Education
The University of Sydney 2011 — 2015
PhD Candidate, Department of Art History and Film Studies
Carlow University 2008 — 2010
MFA, Creative Writing, Distinction
American University 1991 — 1993
MA, Law and International Affairs
American University, Washington College of Law 1990 — 1993
JD, Law
Syracuse University 1986 — 1990
BA, French/International Relations
Jonathan DeMoss's Transamerica Investment Management, LLC Experience 2005 - 2008
Job Investment Analyst at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. December 2011 - Present
Transamerica June 2005 - October 2008
Transamerica Investment Management, LLC 2005 - 2008
Arthur Andersen LLP 1996 - 2001
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, finance
Robert W. Baird & Co. December 2011 - Present
Transamerica June 2005 - October 2008
Transamerica Investment Management, LLC 2005 - 2008
Arthur Andersen LLP 1996 - 2001
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, finance
Kirk Kim's Transamerica Investment Management, LLC Experience September 2008 - April 2011
Job Principal at KB Acquisitions, LLC
Industry Investment Management
Experience
KB Acquisitions, LLC April 2014 - Present
Granite Investment Partners April 2011 - April 2014
Greenbelt Capital Management, LLC April 2011 - December 2012
Transamerica January 2010 - April 2011
Transamerica Investment Management, LLC September 2008 - April 2011
Transamerica Investment Management April 2005 - April 2011
Transamerica Investment Management February 1997 - April 2011
Transamerica Investment Services February 1998 - April 2000
Transamerica Investment Services February 1997 - January 2000
Skills
Investments, Asset Managment, Alternative Investments, Hedge Funds, Equities, Portfolio Management, Mutual Funds, Fixed Income, Equity Research, Asset Allocation, Securities, Investment Strategies, Series 63, Investment Advisory, Asset Management, Financial Services, Investment Management, Bloomberg, Bonds, Derivatives
Education
University of Southern California 2003 — 2005
Bachelor of Science (BS), Finance, General
KB Acquisitions, LLC April 2014 - Present
Granite Investment Partners April 2011 - April 2014
Greenbelt Capital Management, LLC April 2011 - December 2012
Transamerica January 2010 - April 2011
Transamerica Investment Management, LLC September 2008 - April 2011
Transamerica Investment Management April 2005 - April 2011
Transamerica Investment Management February 1997 - April 2011
Transamerica Investment Services February 1998 - April 2000
Transamerica Investment Services February 1997 - January 2000
Skills
Investments, Asset Managment, Alternative Investments, Hedge Funds, Equities, Portfolio Management, Mutual Funds, Fixed Income, Equity Research, Asset Allocation, Securities, Investment Strategies, Series 63, Investment Advisory, Asset Management, Financial Services, Investment Management, Bloomberg, Bonds, Derivatives
Education
University of Southern California 2003 — 2005
Bachelor of Science (BS), Finance, General
Lake Setzler's Transamerica Investment Management, LLC Experience June 2000 - January 2004
Job Sr. VP & Controller at First Pacific Advisors, LLC
Industry Investment Management
Experience
First Pacific Advisors, LLC December 2005 - Present
Inflective Asset Management, LLC April 2004 - December 2005
Transamerica Investment Management, LLC June 2000 - January 2004
Alta Residential Mortgage Trust March 1998 - June 2000
Southern Pacific Bank February 1996 - March 1998
KPMG September 1989 - January 1996
Skills
Hedge Funds, Investments, Financial Analysis, Alternative Investments, Asset Management, Equities, Fixed Income, Securities, Valuation, Financial Modeling, Due Diligence, Financial Services, Derivatives, Mutual Funds, Capital Markets, Asset Allocation, Investment Management, Sarbanes-Oxley Act
Education
University of Denver 1985 — 1989
BS Acc
First Pacific Advisors, LLC December 2005 - Present
Inflective Asset Management, LLC April 2004 - December 2005
Transamerica Investment Management, LLC June 2000 - January 2004
Alta Residential Mortgage Trust March 1998 - June 2000
Southern Pacific Bank February 1996 - March 1998
KPMG September 1989 - January 1996
Skills
Hedge Funds, Investments, Financial Analysis, Alternative Investments, Asset Management, Equities, Fixed Income, Securities, Valuation, Financial Modeling, Due Diligence, Financial Services, Derivatives, Mutual Funds, Capital Markets, Asset Allocation, Investment Management, Sarbanes-Oxley Act
Education
University of Denver 1985 — 1989
BS Acc
Krista Modugno's Transamerica Investment Management, LLC Experience August 2005 - May 2011
Job Experienced buyside Equity Trader
Industry Investment Management
Experience
Granite Investment Partners 2012 - Present
TRANSAMERICA INVESTMENT MANAGEMENT, LLC August 2005 - May 2011
WESTCAP INVESTORS, LLC January 2003 - August 2005
WESTCAP INVESTORS, LLC January 2000 - January 2003
WESTCAP INVESTORS, LLC June 1999 - September 1999
Skills
Bloomberg, Equities, Mutual Funds
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science, Mathematics
Granite Investment Partners 2012 - Present
TRANSAMERICA INVESTMENT MANAGEMENT, LLC August 2005 - May 2011
WESTCAP INVESTORS, LLC January 2003 - August 2005
WESTCAP INVESTORS, LLC January 2000 - January 2003
WESTCAP INVESTORS, LLC June 1999 - September 1999
Skills
Bloomberg, Equities, Mutual Funds
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science, Mathematics
Jessica Cole's Transamerica Investment Management, LLC Experience 2010 - May 2011
Job Chief Compliance Officer for Jefferson National Financial
Industry Financial Services
Experience
Jefferson National Financial September 2015 - Present
Invesco US October 2014 - September 2015
Wednesday's Child, Inc. 2001 - October 2014
Invesco US June 2011 - September 2014
AEGON Asset Management 2010 - May 2011
Transamerica Investment Management, LLC 2010 - May 2011
Transamerica Investment Services, LLC 2010 - May 2011
American College of Investment Counsel 2006 - May 2011
AEGON USA Investment Management, LLC 2004 - May 2011
AEGON USA Investment Management, LLC 2002 - 2004
Skills
Investments, Due Diligence, Financial Services, Securities, Fixed Income, Investment Management, Operational Risk..., Financial Risk, Investment Advisory, Corporate Governance, Risk Management, Asset Management, Capital Markets, Derivatives, Mutual Funds, Securities Regulation, Corporate Finance, Compliance, Insurance, Hedge Funds, Bloomberg, Corporate Law, Banking
Education
Louis D. Brandeis School of Law at the University of Louisville 1997 — 2000
JD, 2000
University of Louisville 1991 — 1995
Bachelor of Science in Business Administration, Accounting
North Harrison High School 1987 — 1991
High School Diploma
Jefferson National Financial September 2015 - Present
Invesco US October 2014 - September 2015
Wednesday's Child, Inc. 2001 - October 2014
Invesco US June 2011 - September 2014
AEGON Asset Management 2010 - May 2011
Transamerica Investment Management, LLC 2010 - May 2011
Transamerica Investment Services, LLC 2010 - May 2011
American College of Investment Counsel 2006 - May 2011
AEGON USA Investment Management, LLC 2004 - May 2011
AEGON USA Investment Management, LLC 2002 - 2004
Skills
Investments, Due Diligence, Financial Services, Securities, Fixed Income, Investment Management, Operational Risk..., Financial Risk, Investment Advisory, Corporate Governance, Risk Management, Asset Management, Capital Markets, Derivatives, Mutual Funds, Securities Regulation, Corporate Finance, Compliance, Insurance, Hedge Funds, Bloomberg, Corporate Law, Banking
Education
Louis D. Brandeis School of Law at the University of Louisville 1997 — 2000
JD, 2000
University of Louisville 1991 — 1995
Bachelor of Science in Business Administration, Accounting
North Harrison High School 1987 — 1991
High School Diploma
Robert Foran's Transamerica Investment Management, LLC Experience 2005 - 2009
Job Principal at Granite Investment Partners
Industry Investment Management
Experience
Granite Investment Partners 2009 - Present
Transamerica Investment Management, LLC 2005 - 2009
Westcap Investors, LLC 2000 - 2005
Skills
Asset Allocation, Alternative Investments, Equities, Asset Management, Investments, Portfolio Management, Fixed Income, Mutual Funds, Investment Advisory, Financial Modeling, Bloomberg, Equity Research, Hedge Funds, Investment Management, Investment Strategies, Valuation, Capital Markets, Private Equity, Wealth Management, Risk Management
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
Granite Investment Partners 2009 - Present
Transamerica Investment Management, LLC 2005 - 2009
Westcap Investors, LLC 2000 - 2005
Skills
Asset Allocation, Alternative Investments, Equities, Asset Management, Investments, Portfolio Management, Fixed Income, Mutual Funds, Investment Advisory, Financial Modeling, Bloomberg, Equity Research, Hedge Funds, Investment Management, Investment Strategies, Valuation, Capital Markets, Private Equity, Wealth Management, Risk Management
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY