Wells Capital Management
Industry: Company
DescriptionHeadquarters: San Francisco, California, United States Founded: 1996 Parent organization: Wells Fargo Asset Management Holdings, LLC Subsidiaries: Lowry Hill Investment Advisors, Inc.,
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Wells Capital Management Employees
Employee
Years
Job
Industry
Nick Coulter, CFA Nick Coulter, CFA's Wells Capital Management Experience September 2007 - Present
Job Portfolio Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management September 2007 - Present
University of Oregon Investment Group February 2006 - June 2007
Bank of America June 2006 - August 2006
Skills
VBA, Chartered Financial..., Trading, Portfolio Management, Fixed Income, DTS, Credit Risk, Risk Management, Portfolio Performance..., Asset Allocation, Performance Attribution, Bloomberg Terminal, Bloomberg API, Barclays Point, MarketAxess, BondEdge, SQL, Microsoft Excel, MS Excel Pivot Tables, Solver, Investment Management, Buy-side, PowerPoint, Microsoft Office
Education
University of Oregon 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Economics
Wells Capital Management September 2007 - Present
University of Oregon Investment Group February 2006 - June 2007
Bank of America June 2006 - August 2006
Skills
VBA, Chartered Financial..., Trading, Portfolio Management, Fixed Income, DTS, Credit Risk, Risk Management, Portfolio Performance..., Asset Allocation, Performance Attribution, Bloomberg Terminal, Bloomberg API, Barclays Point, MarketAxess, BondEdge, SQL, Microsoft Excel, MS Excel Pivot Tables, Solver, Investment Management, Buy-side, PowerPoint, Microsoft Office
Education
University of Oregon 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Economics
Sasha Bessonova Sasha Bessonova's Wells Capital Management Experience March 2014 - Present
Job Fixed Income Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management March 2014 - Present
Wells Capital Management February 2013 - February 2014
Garden City Group October 2011 - June 2012
UW Medicine July 2008 - August 2009
Starbucks Coffee Company November 2006 - November 2007
Panera Bread September 2005 - June 2006
Skills
Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Access, Microsoft Word, Teamwork, Public Speaking, Research, Customer Service, Social Media, Process Improvement, Social Networking, Critical Thinking, Data Entry, Time Management, Jeopardy
Education
University of Washington, Michael G. Foster School of Business 2007 — 2012
Bachelor's degree, Finance, Certificate of International Studies in Business, French, 3.53
Université Paul Valéry (Montpellier III) 2009 — 2009
Wells Capital Management March 2014 - Present
Wells Capital Management February 2013 - February 2014
Garden City Group October 2011 - June 2012
UW Medicine July 2008 - August 2009
Starbucks Coffee Company November 2006 - November 2007
Panera Bread September 2005 - June 2006
Skills
Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Access, Microsoft Word, Teamwork, Public Speaking, Research, Customer Service, Social Media, Process Improvement, Social Networking, Critical Thinking, Data Entry, Time Management, Jeopardy
Education
University of Washington, Michael G. Foster School of Business 2007 — 2012
Bachelor's degree, Finance, Certificate of International Studies in Business, French, 3.53
Université Paul Valéry (Montpellier III) 2009 — 2009
Joseph Schwarz, CFA Joseph Schwarz, CFA's Wells Capital Management Experience March 1998 - April 2001
Job Personal Wealth Management, Partner at SCHWARZ DYGOS WHEELER Inv Adv
Industry Investment Management
Experience
SCHWARZ DYGOS WHEELER Inv Adv July 2008 - Present
Ameriprise Financial Services, Inc. April 2001 - July 2008
Wells Capital Management March 1998 - April 2001
Education
University of Minnesota-Twin Cities
BS, Economics
SCHWARZ DYGOS WHEELER Inv Adv July 2008 - Present
Ameriprise Financial Services, Inc. April 2001 - July 2008
Wells Capital Management March 1998 - April 2001
Education
University of Minnesota-Twin Cities
BS, Economics
Alex Tanase's Wells Capital Management Experience December 2013 - Present
Job Director, Business Development at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management December 2013 - Present
CoreSite March 2009 - December 2013
Skills
Networking, Account Management, Sales, Competitive Analysis, Team Leadership, Sales Management, Strategic Partnerships, Go-to-market Strategy, Lead Generation, Group Creation, Cross-functional Team..., Mentoring, Budget, Strategic Planning, Vertical Sales, Sales Funnels, Forecasting, Value Propositions, Investments, Asset Allocation, Management, CRM, Strategy, Product Management, Telecommunications, Business Development, New Business Development
Education
University of California, Riverside
Wells Capital Management December 2013 - Present
CoreSite March 2009 - December 2013
Skills
Networking, Account Management, Sales, Competitive Analysis, Team Leadership, Sales Management, Strategic Partnerships, Go-to-market Strategy, Lead Generation, Group Creation, Cross-functional Team..., Mentoring, Budget, Strategic Planning, Vertical Sales, Sales Funnels, Forecasting, Value Propositions, Investments, Asset Allocation, Management, CRM, Strategy, Product Management, Telecommunications, Business Development, New Business Development
Education
University of California, Riverside
Clarence Hughes Clarence Hughes's Wells Capital Management Experience August 1999 - December 2002
Job Portfolio Manager REDW Stanley LLC
Industry Investment Management
Experience
REDW Stanley Advisors LLC February 2015 - Present
Bank of Albuquerque September 2013 - July 2014
US Bank Institutional Asset Management December 2002 - September 2013
Wells Capital Management August 1999 - December 2002
First Security Investment Management June 1997 - August 1999
PaineWebber 1994 - 1997
First Interstate Bank 1992 - 1994
US Army 82nd Airborne Division June 1986 - June 1990
Skills
Portfolio Management, Investments, Investment Management, Fixed Income, Investment Strategies, Wealth Management, Asset Management, Strategic Financial..., Equities, Alternative Investments, Retirement Planning, Asset Allocation, Mutual Funds, Financial Analysis, Estate Planning, Financial Services, Asset Managment, Securities, High Net Worth..., Series 63, Banking, Investment Advisory, Series 7, Wealth Management..., Relationship Management, Hedge Funds, Financial Advisory, Strategic Planning, Public Speaking, Investment Policy, Bonds, Financial Planning, Institutional, Private Banking
Education
University of Portland 2006 — 2007
Executive Certificate in Financial Planning
University of Nevada-Las Vegas - College of Business 1991 — 1994
BS, Finance
Sandia High School
REDW Stanley Advisors LLC February 2015 - Present
Bank of Albuquerque September 2013 - July 2014
US Bank Institutional Asset Management December 2002 - September 2013
Wells Capital Management August 1999 - December 2002
First Security Investment Management June 1997 - August 1999
PaineWebber 1994 - 1997
First Interstate Bank 1992 - 1994
US Army 82nd Airborne Division June 1986 - June 1990
Skills
Portfolio Management, Investments, Investment Management, Fixed Income, Investment Strategies, Wealth Management, Asset Management, Strategic Financial..., Equities, Alternative Investments, Retirement Planning, Asset Allocation, Mutual Funds, Financial Analysis, Estate Planning, Financial Services, Asset Managment, Securities, High Net Worth..., Series 63, Banking, Investment Advisory, Series 7, Wealth Management..., Relationship Management, Hedge Funds, Financial Advisory, Strategic Planning, Public Speaking, Investment Policy, Bonds, Financial Planning, Institutional, Private Banking
Education
University of Portland 2006 — 2007
Executive Certificate in Financial Planning
University of Nevada-Las Vegas - College of Business 1991 — 1994
BS, Finance
Sandia High School
Monica Poon Monica Poon's Wells Capital Management Experience March 2000 - September 2005
Job Managing Director at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. April 2011 - Present
Allianz Global Investors Asia Pacific December 2007 - March 2010
Franklin Templeton Investments September 2005 - November 2007
Wells Capital Management March 2000 - September 2005
Skills
Series 7, Certified Risk..., Certified Anti-Money..., Certified Internal...
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
University of Chicago
Bachelor of Arts (B.A.)
Charles Schwab & Co., Inc. April 2011 - Present
Allianz Global Investors Asia Pacific December 2007 - March 2010
Franklin Templeton Investments September 2005 - November 2007
Wells Capital Management March 2000 - September 2005
Skills
Series 7, Certified Risk..., Certified Anti-Money..., Certified Internal...
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
University of Chicago
Bachelor of Arts (B.A.)
Gustaf Little's Wells Capital Management Experience 2013 - Present
Job Senior Equity Research Analyst at Wells Capital Management Benson Value Team
Industry Investment Management
Experience
Wells Capital Management 2013 - Present
Donate Life Northwest September 2015 - Present
Just Donate It Foundation 2015 - Present
Wells Capital Management 2006 - 2013
University of Portland 2002 - 2006
Skills
Equities, Portfolio Management, Financial Analysis, Investments, Valuation, Bloomberg, Asset Allocation, Performance Attribution, Financial Accounting, Economic Data Analysis, Financial Risk..., Equity Research, Equity Valuation, Asset Management, Investment Advisory, Mutual Funds, Capital Markets, Alternative Investments, Bloomberg Terminal, Securities, Hedge Funds, Investment Strategies, Private Equity, Financial Modeling, Fixed Income, Financial Markets, Investment Management, Financial Statement..., Stock Picking, Fundamental Analysis, Value Investing, Equity Trading, Series 63, Investment Research, Series 7, Institutional..., Equity Research Analysis, Institutional, ETFs, Investment Banking, Trading, Buy-side, DCF Valuation
Education
University of Portland 2002 — 2006
Bachelor of Business Administration, Finance, Economics
Westview High School 1998 — 2002
Wells Capital Management 2013 - Present
Donate Life Northwest September 2015 - Present
Just Donate It Foundation 2015 - Present
Wells Capital Management 2006 - 2013
University of Portland 2002 - 2006
Skills
Equities, Portfolio Management, Financial Analysis, Investments, Valuation, Bloomberg, Asset Allocation, Performance Attribution, Financial Accounting, Economic Data Analysis, Financial Risk..., Equity Research, Equity Valuation, Asset Management, Investment Advisory, Mutual Funds, Capital Markets, Alternative Investments, Bloomberg Terminal, Securities, Hedge Funds, Investment Strategies, Private Equity, Financial Modeling, Fixed Income, Financial Markets, Investment Management, Financial Statement..., Stock Picking, Fundamental Analysis, Value Investing, Equity Trading, Series 63, Investment Research, Series 7, Institutional..., Equity Research Analysis, Institutional, ETFs, Investment Banking, Trading, Buy-side, DCF Valuation
Education
University of Portland 2002 — 2006
Bachelor of Business Administration, Finance, Economics
Westview High School 1998 — 2002
Maureen Mangilit's Wells Capital Management Experience 2010 - 2012
Job Vice President at Citi
Industry Investment Management
Experience
Citi September 2013 - Present
Wells Capital Management 2010 - 2012
Wells Fargo June 2007 - June 2010
Skills
Portfolio Management, High Yield Bonds, Portfolio Performance..., Trading, Internal Audit, Risk Assessment, Reporting & Analysis, Issue Resolution, Banking, Bloomberg, Bonds, Valuation, Investment Management, Hedge Funds, Fixed Income, Financial Services, Financial Risk, Management, Risk Management
Education
UC Davis 2002 — 2006
Bachelor of Arts (B.A.), Economics
Citi September 2013 - Present
Wells Capital Management 2010 - 2012
Wells Fargo June 2007 - June 2010
Skills
Portfolio Management, High Yield Bonds, Portfolio Performance..., Trading, Internal Audit, Risk Assessment, Reporting & Analysis, Issue Resolution, Banking, Bloomberg, Bonds, Valuation, Investment Management, Hedge Funds, Fixed Income, Financial Services, Financial Risk, Management, Risk Management
Education
UC Davis 2002 — 2006
Bachelor of Arts (B.A.), Economics
Anthony Alfidi Anthony Alfidi's Wells Capital Management Experience January 2002 - January 2002
Job Private Investor
Industry Financial Services
Experience
Alfidi Capital August 2008 - Present
U.S. Army May 1995 - Present
Barclays Global Investors February 2007 - August 2007
UBS Wealth Management August 2005 - December 2006
Wells Capital Management January 2002 - January 2002
American Express Financial Advisors September 2000 - November 2000
Skills
Investments, Strategy, Entrepreneurship, Leadership, Finance, Program Management, Valuation, Analysis, Management, Mergers & Acquisitions, Military, Venture Capital, Military Operations, Intelligence Analysis, Executive Management, Due Diligence, Financial Modeling, Fixed Income, Logistics Management, Private Equity, Business Planning, Portfolio Management, Investment Strategies, Equities, Financial Analysis, Economic Research, Training, C4I, Competitive Intelligence, Tactical Asset..., Stock Picking, Knowledge Management, Business Intelligence, C4ISR, Capital Markets, Equity Valuation, Value Investing, Risk Arbitrage, Angel Investing, Venture Financing
Education
University of San Francisco - Masagung Graduate School of Management 2001 — 2002
MBA, Finance, 3.9
University of Notre Dame - Mendoza College of Business 1991 — 1995
BBA, Organization Behavior and Human Resource Management, 3.5
Alfidi Capital August 2008 - Present
U.S. Army May 1995 - Present
Barclays Global Investors February 2007 - August 2007
UBS Wealth Management August 2005 - December 2006
Wells Capital Management January 2002 - January 2002
American Express Financial Advisors September 2000 - November 2000
Skills
Investments, Strategy, Entrepreneurship, Leadership, Finance, Program Management, Valuation, Analysis, Management, Mergers & Acquisitions, Military, Venture Capital, Military Operations, Intelligence Analysis, Executive Management, Due Diligence, Financial Modeling, Fixed Income, Logistics Management, Private Equity, Business Planning, Portfolio Management, Investment Strategies, Equities, Financial Analysis, Economic Research, Training, C4I, Competitive Intelligence, Tactical Asset..., Stock Picking, Knowledge Management, Business Intelligence, C4ISR, Capital Markets, Equity Valuation, Value Investing, Risk Arbitrage, Angel Investing, Venture Financing
Education
University of San Francisco - Masagung Graduate School of Management 2001 — 2002
MBA, Finance, 3.9
University of Notre Dame - Mendoza College of Business 1991 — 1995
BBA, Organization Behavior and Human Resource Management, 3.5
Eric Viana Eric Viana's Wells Capital Management Experience April 2007 - March 2008
Job Exp. AssociateValuation at PwC
Industry Accounting
Experience
PwC April 2014 - Present
JUMP Investors October 2013 - December 2013
Palm Tree Advisors September 2012 - October 2013
Palm Tree Capital September 2012 - October 2013
Quantum Communications, LLC July 2008 - April 2011
Wells Capital Management April 2007 - March 2008
Wells Fargo Bank 2007 - 2008
Bank of America Private Bank, Banc of America Investment Services Inc. November 2004 - March 2006
Union Bank of California 2006 - 2006
Royal Bank of Canada August 2003 - October 2004
Skills
Private Equity, M&A execution, Valuation, Due Diligence, Management Consulting, Wealth Management, Economics, Banking, Equities, Excel, PowerPoint, New Business Development, Investments, Microsoft Excel, Start-ups, Entrepreneurship, Analysis, Venture Capital, Mergers & Acquisitions, Management
Education
IE Business School 2011 — 2012
MBA, Business
University of California, Santa Barbara 1999 — 2003
BA, Business Economics/Accounting
San Marcos High School 1994 — 1998
PwC April 2014 - Present
JUMP Investors October 2013 - December 2013
Palm Tree Advisors September 2012 - October 2013
Palm Tree Capital September 2012 - October 2013
Quantum Communications, LLC July 2008 - April 2011
Wells Capital Management April 2007 - March 2008
Wells Fargo Bank 2007 - 2008
Bank of America Private Bank, Banc of America Investment Services Inc. November 2004 - March 2006
Union Bank of California 2006 - 2006
Royal Bank of Canada August 2003 - October 2004
Skills
Private Equity, M&A execution, Valuation, Due Diligence, Management Consulting, Wealth Management, Economics, Banking, Equities, Excel, PowerPoint, New Business Development, Investments, Microsoft Excel, Start-ups, Entrepreneurship, Analysis, Venture Capital, Mergers & Acquisitions, Management
Education
IE Business School 2011 — 2012
MBA, Business
University of California, Santa Barbara 1999 — 2003
BA, Business Economics/Accounting
San Marcos High School 1994 — 1998
Joe Grabowski, CFA Joe Grabowski, CFA's Wells Capital Management Experience January 2004 - April 2013
Job Senior Research Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2013 - Present
Wells Capital Management January 2004 - April 2013
Wells Capital Management June 2002 - December 2003
Sears, Roebuck and Co. January 2000 - May 2002
Sears, Roebuck and Co. January 1999 - December 1999
Sears, Roebuck and Co. January 1996 - December 1998
Sears, Roebuck and Co. June 1993 - December 1995
Caterpillar Inc. June 1988 - May 1993
Skills
Equities, Portfolio Management, Asset Allocation, Equity Research, Asset Management, Financial Modeling, Valuation, Investments, Financial Analysis, Finance, Series 7
Education
University of Chicago GSB 1990 — 1993
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (BS), Industrial Engineering
Robert W. Baird & Co. May 2013 - Present
Wells Capital Management January 2004 - April 2013
Wells Capital Management June 2002 - December 2003
Sears, Roebuck and Co. January 2000 - May 2002
Sears, Roebuck and Co. January 1999 - December 1999
Sears, Roebuck and Co. January 1996 - December 1998
Sears, Roebuck and Co. June 1993 - December 1995
Caterpillar Inc. June 1988 - May 1993
Skills
Equities, Portfolio Management, Asset Allocation, Equity Research, Asset Management, Financial Modeling, Valuation, Investments, Financial Analysis, Finance, Series 7
Education
University of Chicago GSB 1990 — 1993
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (BS), Industrial Engineering
Grace Vesom Grace Vesom's Wells Capital Management Experience January 2003 - September 2003
Job Lead Computer Vision Engineer at Magic Leap, Inc.
Industry Computer Software
Experience
Magic Leap, Inc. June 2015 - Present
OpenCV September 2013 - Present
Magic Leap, Inc. March 2014 - June 2015
Lawrence Livermore National Laboratory August 2013 - March 2014
Lawrence Livermore National Laboratory June 2011 - August 2013
Mirada Medical April 2010 - July 2010
Barclays Global Investors April 2005 - August 2005
Wells Capital Management January 2003 - September 2003
Skills
Computer Vision, Machine Learning, Implicit Shape, Image Analysis, Pattern Recognition, C++, Matlab, Linux, Image Segmentation, Feature Extraction, Algorithms, Signal Processing, LaTeX, Statistics, Mathematical Modeling, Image Processing
Education
University of Oxford 2005 — 2010
DPhil, Medical Image Analysis, Robotics Research Group
IEEE/EMBS Biomedical Graduate Summer School 2006 — 2006
University of California, Berkeley 2000 — 2004
BA, Applied Mathematics with Finance and Computer Science
Clear Brook High School 1998 — 2000
International School Bangkok 1996 — 1998
Magic Leap, Inc. June 2015 - Present
OpenCV September 2013 - Present
Magic Leap, Inc. March 2014 - June 2015
Lawrence Livermore National Laboratory August 2013 - March 2014
Lawrence Livermore National Laboratory June 2011 - August 2013
Mirada Medical April 2010 - July 2010
Barclays Global Investors April 2005 - August 2005
Wells Capital Management January 2003 - September 2003
Skills
Computer Vision, Machine Learning, Implicit Shape, Image Analysis, Pattern Recognition, C++, Matlab, Linux, Image Segmentation, Feature Extraction, Algorithms, Signal Processing, LaTeX, Statistics, Mathematical Modeling, Image Processing
Education
University of Oxford 2005 — 2010
DPhil, Medical Image Analysis, Robotics Research Group
IEEE/EMBS Biomedical Graduate Summer School 2006 — 2006
University of California, Berkeley 2000 — 2004
BA, Applied Mathematics with Finance and Computer Science
Clear Brook High School 1998 — 2000
International School Bangkok 1996 — 1998
Bridget Powers Bridget Powers's Wells Capital Management Experience May 1985 - Present
Job Independent Distributor for SHOP.com Market America
Industry Internet
Experience
Shopbp February 2010 - Present
Wells Capital Management May 1985 - Present
Education
University of Minnesota - Carlson School of Management 1985 — 1995
BS, Finance and computer science
Shopbp February 2010 - Present
Wells Capital Management May 1985 - Present
Education
University of Minnesota - Carlson School of Management 1985 — 1995
BS, Finance and computer science
William Mulhole Jr William Mulhole Jr's Wells Capital Management Experience April 1999 - Present
Job Compliance Officer at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management April 1999 - Present
Education
University of New Haven 1977 — 1981
Managtement, Business/Managerial Economics, 3.95
Wells Capital Management April 1999 - Present
Education
University of New Haven 1977 — 1981
Managtement, Business/Managerial Economics, 3.95
Suchitha Sundaram Suchitha Sundaram's Wells Capital Management Experience August 2013 - August 2015
Job Finance Business Analyst at Cisco
Industry Financial Services
Experience
Cisco August 2015 - Present
Wells Capital Management August 2013 - August 2015
Kaiser Permanente IT June 2012 - December 2012
UC Berkeley August 2008 - December 2012
Six Spoke Media February 2012 - May 2012
Viridis Fund June 2011 - August 2011
iWorldServices September 2009 - May 2010
Skills
Excel, Java, Python, C, Financial Modeling, Microsoft Word, Microsoft Excel, Statistics, Research, Windows, Financial Analysis, Analysis, Economics, Finance, Public Speaking, Data Mining, Leadership, Investments, Event Planning, Nonprofits, Market Research, Outlook, Project Management, Databases, Access, Valuation, Teamwork, Strategic Planning, Corporate Finance, Marketing, Accounting, Quantitative Analytics, Business Analysis, Business Strategy, Analytics, Strategy, Competitive Analysis, Team Leadership, Fundraising, Bloomberg, Social Networking, Entrepreneurship
Education
University of California, Berkeley 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Beverly Hills High 2006 — 2008
Cisco August 2015 - Present
Wells Capital Management August 2013 - August 2015
Kaiser Permanente IT June 2012 - December 2012
UC Berkeley August 2008 - December 2012
Six Spoke Media February 2012 - May 2012
Viridis Fund June 2011 - August 2011
iWorldServices September 2009 - May 2010
Skills
Excel, Java, Python, C, Financial Modeling, Microsoft Word, Microsoft Excel, Statistics, Research, Windows, Financial Analysis, Analysis, Economics, Finance, Public Speaking, Data Mining, Leadership, Investments, Event Planning, Nonprofits, Market Research, Outlook, Project Management, Databases, Access, Valuation, Teamwork, Strategic Planning, Corporate Finance, Marketing, Accounting, Quantitative Analytics, Business Analysis, Business Strategy, Analytics, Strategy, Competitive Analysis, Team Leadership, Fundraising, Bloomberg, Social Networking, Entrepreneurship
Education
University of California, Berkeley 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Beverly Hills High 2006 — 2008
Jeffrey C Ferrell Jeffrey C Ferrell's Wells Capital Management Experience September 1997 - December 2001
Job Aesthete
Industry Investment Management
Experience
Home Commissioner At LargeParks, Trails and Recreation CommissionJune 2009 - April 2014
Wells Capital Management September 1997 - December 2001
First Interstate Capital Management July 1995 - July 1996
First Interstate Bank May 1990 - July 1995
Education
University of Denver - Daniels College of Business 1977 — 1979
MBA, Finance and Accounting
University of Pennsylvania 1966 — 1970
BA, American Civilization
Home Commissioner At LargeParks, Trails and Recreation CommissionJune 2009 - April 2014
Wells Capital Management September 1997 - December 2001
First Interstate Capital Management July 1995 - July 1996
First Interstate Bank May 1990 - July 1995
Education
University of Denver - Daniels College of Business 1977 — 1979
MBA, Finance and Accounting
University of Pennsylvania 1966 — 1970
BA, American Civilization
Nithya Krishnaswamy Nithya Krishnaswamy's Wells Capital Management Experience January 2013 - Present
Job Senior System/Data Analyst at Bank of America
Industry Information Technology and Services
Experience
Wells Capital Management January 2013 - Present
Bank of America May 2011 - January 2012
Bank of America February 2009 - July 2010
Citi April 2008 - January 2009
The Hartford January 2008 - March 2008
Maruthi Computers Ltd May 2005 - January 2008
Sify August 2001 - September 2004
Skills
Java, Microsoft SQL Server, Teradata, Oracle SQL, Actuate Reporting, PHP, MySQL, Perl, Shell Scripting, Unix, Linux, CHP, VMware Server, JBoss Application Server, JDK 1.6, JavaScript, COBOL, JCL, Servlets, DB2, MLOAD, BTEQ, Erwin, Visio, Tortoise SVN, CVS, Perforce, SharePoint, IBM Metadata Workbench, IBM FastTrack, Quality Center, Eclipse, MS Access, VBScript, Apache, Tomcat, Python, Netezza, SQL, Data Modeling, Data Warehousing, ETL, SSIS, J2EE Application..., Access
Education
University of Madras 1997 — 2001
Bachelor of Engineering (B.E.), Computer Science, Distinction
Wells Capital Management January 2013 - Present
Bank of America May 2011 - January 2012
Bank of America February 2009 - July 2010
Citi April 2008 - January 2009
The Hartford January 2008 - March 2008
Maruthi Computers Ltd May 2005 - January 2008
Sify August 2001 - September 2004
Skills
Java, Microsoft SQL Server, Teradata, Oracle SQL, Actuate Reporting, PHP, MySQL, Perl, Shell Scripting, Unix, Linux, CHP, VMware Server, JBoss Application Server, JDK 1.6, JavaScript, COBOL, JCL, Servlets, DB2, MLOAD, BTEQ, Erwin, Visio, Tortoise SVN, CVS, Perforce, SharePoint, IBM Metadata Workbench, IBM FastTrack, Quality Center, Eclipse, MS Access, VBScript, Apache, Tomcat, Python, Netezza, SQL, Data Modeling, Data Warehousing, ETL, SSIS, J2EE Application..., Access
Education
University of Madras 1997 — 2001
Bachelor of Engineering (B.E.), Computer Science, Distinction
Stacy Auman, CFA Stacy Auman, CFA's Wells Capital Management Experience January 2001 - June 2002
Job Portfolio Manager helping individual clients, Foundations and Endowments with thier investment management needs
Industry Investment Management
Experience
First National Bank of Omaha June 2002 - Present
Wells Capital Management January 2001 - June 2002
Nebraska Trust Company 1999 - 2001
Skills
Investments, Asset Allocation, Portfolio Management, Asset Management, Wealth Management, Mutual Funds, Investment Management, High Net Worth..., Asset Managment
Education
University of Nebraska-Lincoln 1996 — 2000
Masters, Finanace
University of Nebraska-Lincoln 1991 — 1995
Bachelors, Finance & Economics
First National Bank of Omaha June 2002 - Present
Wells Capital Management January 2001 - June 2002
Nebraska Trust Company 1999 - 2001
Skills
Investments, Asset Allocation, Portfolio Management, Asset Management, Wealth Management, Mutual Funds, Investment Management, High Net Worth..., Asset Managment
Education
University of Nebraska-Lincoln 1996 — 2000
Masters, Finanace
University of Nebraska-Lincoln 1991 — 1995
Bachelors, Finance & Economics
Dann Smith Dann Smith's Wells Capital Management Experience March 2009 - Present
Job Director, Institutional Sales, Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management March 2009 - Present
Evergreen Investments July 2002 - March 2009
Skills
Asset Managment, Mutual Funds, Asset Management, Portfolio Management, Equities, Business Development, Investments, New Business Development
Education
University of Florida 1994 — 1999
BA, Political Science and Marketing
Wells Capital Management March 2009 - Present
Evergreen Investments July 2002 - March 2009
Skills
Asset Managment, Mutual Funds, Asset Management, Portfolio Management, Equities, Business Development, Investments, New Business Development
Education
University of Florida 1994 — 1999
BA, Political Science and Marketing
Arvin Lee Arvin Lee's Wells Capital Management Experience February 2002 - July 2006
Job Technology Manager
Industry Financial Services
Experience
Wells Fargo Bank June 2008 - Present
Charles Schwab & Co. August 2006 - December 2007
Wells Capital Management February 2002 - July 2006
Wells Capital Management October 2000 - January 2002
Hambrecht & Quist September 1996 - September 2000
Skills
Middleware, SDLC, Business Process, Fixed Income, Risk Management, Auditing, Testing, Analysis, Business Analysis, IT Audit, Financial Services, Requirements Gathering, Banking, Enterprise Risk..., IT Strategy, IT Management
Education
University of San Francisco 1991 — 1995
Wells Fargo Bank June 2008 - Present
Charles Schwab & Co. August 2006 - December 2007
Wells Capital Management February 2002 - July 2006
Wells Capital Management October 2000 - January 2002
Hambrecht & Quist September 1996 - September 2000
Skills
Middleware, SDLC, Business Process, Fixed Income, Risk Management, Auditing, Testing, Analysis, Business Analysis, IT Audit, Financial Services, Requirements Gathering, Banking, Enterprise Risk..., IT Strategy, IT Management
Education
University of San Francisco 1991 — 1995
Peter Lert, Ph.D., CFA's Wells Capital Management Experience 2006 - 2011
Job Senior Financial Expert & Senior Analyst at Crowninshield Financial Research
Industry Investment Management
Experience
Crowninshield Financial Research 2014 - Present
US Securities and Exchange Commission 2013 - 2014
The Boston Company Asset Management, LLC 2012 - 2012
Aronson Johnson Ortiz 2011 - 2012
Wells Capital Management 2006 - 2011
Evergreen Investments 2006 - 2009
Sentinel Asset Management 2004 - 2006
State Street Global Advisors 2002 - 2003
Fidelity Management Trust Company 2002 - 2002
Fidelity Management & Research Company 1992 - 2002
Skills
Equities, Portfolio Management, Quantitative Research, Investment Strategies, Strategy Development, Marketing Strategy, Sales Presentations, Client Communication, Product Management, Business Strategy, Strategy, Fixed Income
Education
University of California, San Diego
Ph. D., Chemistry
University of Virginia
B.S., Chemistry
Crowninshield Financial Research 2014 - Present
US Securities and Exchange Commission 2013 - 2014
The Boston Company Asset Management, LLC 2012 - 2012
Aronson Johnson Ortiz 2011 - 2012
Wells Capital Management 2006 - 2011
Evergreen Investments 2006 - 2009
Sentinel Asset Management 2004 - 2006
State Street Global Advisors 2002 - 2003
Fidelity Management Trust Company 2002 - 2002
Fidelity Management & Research Company 1992 - 2002
Skills
Equities, Portfolio Management, Quantitative Research, Investment Strategies, Strategy Development, Marketing Strategy, Sales Presentations, Client Communication, Product Management, Business Strategy, Strategy, Fixed Income
Education
University of California, San Diego
Ph. D., Chemistry
University of Virginia
B.S., Chemistry
Mark Clegg, CFA's Wells Capital Management Experience April 2006 - Present
Job Corporate Bond Trader at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management April 2006 - Present
4086 Advisors November 2000 - March 2006
Skills
Fixed Income
Education
University of Kentucky 1996 — 2000
BBA, Finance
Wells Capital Management April 2006 - Present
4086 Advisors November 2000 - March 2006
Skills
Fixed Income
Education
University of Kentucky 1996 — 2000
BBA, Finance
Keith Khorey Keith Khorey's Wells Capital Management Experience July 1994 - Present
Job Principal at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management July 1994 - Present
Fieldman Rolapp & Associates 1989 - 1992
Skills
Investments, Fixed Income, Asset Management, Alternative Investments, Asset Managment, Asset Allocation, Bloomberg, Investment Management, Securities, Investment Strategies, Portfolio Management, Equities, Mutual Funds, Hedge Funds
Education
University of Pennsylvania - Wharton School 1992 — 1994
MBA, Finance
University of California, Santa Barbara 1984 — 1988
BA, Economics, Political Science
Wells Capital Management July 1994 - Present
Fieldman Rolapp & Associates 1989 - 1992
Skills
Investments, Fixed Income, Asset Management, Alternative Investments, Asset Managment, Asset Allocation, Bloomberg, Investment Management, Securities, Investment Strategies, Portfolio Management, Equities, Mutual Funds, Hedge Funds
Education
University of Pennsylvania - Wharton School 1992 — 1994
MBA, Finance
University of California, Santa Barbara 1984 — 1988
BA, Economics, Political Science
Matt Grimes Matt Grimes's Wells Capital Management Experience 2001 - Present
Job Managing Director at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management 2001 - Present
Wells Capital Management 1995 - 2001
Norwest Bank 1991 - 1995
Skills
CFA, Asset Managment, Fixed Income, ABS, Chartered Financial..., Investment Management, Asset Management, Structured Finance, Bonds, Hedge Funds, Capital Markets, Structured Products, Bloomberg, Alternative Investments, Asset Allocation, Securities
Education
University of Minnesota - Carlson School of Management 1996 — 1999
MBA
University of Minnesota-Twin Cities 1988 — 1992
BS, Economics, Computer Science
Wells Capital Management 2001 - Present
Wells Capital Management 1995 - 2001
Norwest Bank 1991 - 1995
Skills
CFA, Asset Managment, Fixed Income, ABS, Chartered Financial..., Investment Management, Asset Management, Structured Finance, Bonds, Hedge Funds, Capital Markets, Structured Products, Bloomberg, Alternative Investments, Asset Allocation, Securities
Education
University of Minnesota - Carlson School of Management 1996 — 1999
MBA
University of Minnesota-Twin Cities 1988 — 1992
BS, Economics, Computer Science
Carolina Marquez's Wells Capital Management Experience June 2004 - June 2005
Job Director at BlackRock
Industry Investment Management
Experience
BlackRock December 2009 - Present
Barclays Global Investors June 2007 - December 2009
Citigroup June 2006 - August 2006
Wells Capital Management June 2004 - June 2005
Washington Mutual, Inc. October 2003 - January 2004
Federal Reserve Board July 1997 - July 1999
Skills
Fixed Income, Economics, Valuation, Econometrics, Financial Engineering, Quantitative Analytics, Derivatives, Quantitative Finance, Asset Management, Financial Modeling, Hedge Funds, Bloomberg, Equities
Education
University of California, Berkeley
Ph.D.
University of California, Berkeley, Haas School of Business 2003 — 2004
MFE
The University of Chicago 1993 — 1997
BS
BlackRock December 2009 - Present
Barclays Global Investors June 2007 - December 2009
Citigroup June 2006 - August 2006
Wells Capital Management June 2004 - June 2005
Washington Mutual, Inc. October 2003 - January 2004
Federal Reserve Board July 1997 - July 1999
Skills
Fixed Income, Economics, Valuation, Econometrics, Financial Engineering, Quantitative Analytics, Derivatives, Quantitative Finance, Asset Management, Financial Modeling, Hedge Funds, Bloomberg, Equities
Education
University of California, Berkeley
Ph.D.
University of California, Berkeley, Haas School of Business 2003 — 2004
MFE
The University of Chicago 1993 — 1997
BS
Sean Kessler's Wells Capital Management Experience August 2008 - July 2012
Job Senior Investments Technology Engineer at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group October 2013 - Present
Wells Fargo July 2012 - October 2013
Wells Capital Management August 2008 - July 2012
Evergreen Investments, LLC August 2005 - August 2008
Ziff Brothers Investments 2003 - 2005
Ziff Brothers Investments 2002 - 2005
MSCI/Barra 1997 - 2000
Moody's Investors Service 1996 - 1997
Global Advanced Technology 1992 - 1996
Skills
Fixed Income, Electronic Trading, Equities, Trading Systems, Derivatives, Asset Managment, Proprietary Trading, Risk Management, Enterprise Risk..., Hedge Funds, Capital Markets, Financial Risk, Portfolio Management, Trading, Quantitative Finance, Financial Markets, VBA, Bloomberg, Asset Management, Bonds, Options, Market Risk, Investment Banking
Education
Plainview-Old Bethpage
Plainview-Old Bethpage 1978 — 1982
Plainview-Old Bethpage
State University of New York at Albany 1982 — 1985
Bachelor's degree, Cognitive Psychology and Psycholinguistics/Computer Science
Janus Capital Group October 2013 - Present
Wells Fargo July 2012 - October 2013
Wells Capital Management August 2008 - July 2012
Evergreen Investments, LLC August 2005 - August 2008
Ziff Brothers Investments 2003 - 2005
Ziff Brothers Investments 2002 - 2005
MSCI/Barra 1997 - 2000
Moody's Investors Service 1996 - 1997
Global Advanced Technology 1992 - 1996
Skills
Fixed Income, Electronic Trading, Equities, Trading Systems, Derivatives, Asset Managment, Proprietary Trading, Risk Management, Enterprise Risk..., Hedge Funds, Capital Markets, Financial Risk, Portfolio Management, Trading, Quantitative Finance, Financial Markets, VBA, Bloomberg, Asset Management, Bonds, Options, Market Risk, Investment Banking
Education
Plainview-Old Bethpage
Plainview-Old Bethpage 1978 — 1982
Plainview-Old Bethpage
State University of New York at Albany 1982 — 1985
Bachelor's degree, Cognitive Psychology and Psycholinguistics/Computer Science
Christopher Tracy, MCSE, VCP, CCNA Christopher Tracy, MCSE, VCP, CCNA's Wells Capital Management Experience February 1997 - May 2001
Job Architects & implements technological solutions that deliver productivity improvements and profitability.
Industry Information Technology and Services
Experience
Crossmatch (formerly DigitalPersona) January 2014 - Present
DigitalPersona December 2006 - January 2014
Microsoft February 2002 - November 2006
Wells Fargo June 2001 - February 2002
Wells Capital Management February 1997 - May 2001
Skills
Security, Enterprise Software, Active Directory, Servers, Network Security, Disaster Recovery, TCP/IP, Virtualization, Cloud Computing, VPN, Firewalls, Computer Security, Troubleshooting, Technical Support, Windows Server, IPS, DNS, PKI, Salesforce.com, IDS, VMware, Identity Management, Hardware, SaaS, Windows Server 2012, Integration, Microsoft Exchange, Customer Service..., IT Strategy, IT Management, Technical Writing, Staff Training, Program Management, Engineering, Web Development, Staff Supervision, Training Delivery, Training Course..., Network Installation, Configuration Management, Client Relations, IT Solutions, Technical Leadership, Strategic Planning, Process Improvement, Solution Implementation, Operations Management, Innovation Development, Business Development, Analysis
Education
University of California, Berkeley
B.A. in Political Science, Political Science
Crossmatch (formerly DigitalPersona) January 2014 - Present
DigitalPersona December 2006 - January 2014
Microsoft February 2002 - November 2006
Wells Fargo June 2001 - February 2002
Wells Capital Management February 1997 - May 2001
Skills
Security, Enterprise Software, Active Directory, Servers, Network Security, Disaster Recovery, TCP/IP, Virtualization, Cloud Computing, VPN, Firewalls, Computer Security, Troubleshooting, Technical Support, Windows Server, IPS, DNS, PKI, Salesforce.com, IDS, VMware, Identity Management, Hardware, SaaS, Windows Server 2012, Integration, Microsoft Exchange, Customer Service..., IT Strategy, IT Management, Technical Writing, Staff Training, Program Management, Engineering, Web Development, Staff Supervision, Training Delivery, Training Course..., Network Installation, Configuration Management, Client Relations, IT Solutions, Technical Leadership, Strategic Planning, Process Improvement, Solution Implementation, Operations Management, Innovation Development, Business Development, Analysis
Education
University of California, Berkeley
B.A. in Political Science, Political Science
Shane Buckner, CFA Shane Buckner, CFA's Wells Capital Management Experience January 2009 - June 2011
Job at North State Capital Partners, LLC
Industry Real Estate
Experience
North State Capital Partners, LLC June 2011 - Present
Wells Capital Management January 2009 - June 2011
Evergreen Investments (Wells Capital Management) November 1999 - 2009
IFG Network Securities 1998 - 1999
Skills
Private Equity, Asset Allocation, Capital, Real Estate Investment, Real Estate, Portfolio Management, Asset Managment, Investment Properties, Hedge Funds, Alternative Investments, Investments, Fixed Income, Valuation, Financial Services, Bloomberg, Risk Management, Financial Modeling, Asset Management, Finance, Investment Management, Securities, Real Estate Economics, Derivatives, Capital Markets, Investment Banking, Equities
Education
University of North Carolina at Wilmington 1994 — 1998
BS, Finance
Chartered Financial Analyst (CFA)
North State Capital Partners, LLC June 2011 - Present
Wells Capital Management January 2009 - June 2011
Evergreen Investments (Wells Capital Management) November 1999 - 2009
IFG Network Securities 1998 - 1999
Skills
Private Equity, Asset Allocation, Capital, Real Estate Investment, Real Estate, Portfolio Management, Asset Managment, Investment Properties, Hedge Funds, Alternative Investments, Investments, Fixed Income, Valuation, Financial Services, Bloomberg, Risk Management, Financial Modeling, Asset Management, Finance, Investment Management, Securities, Real Estate Economics, Derivatives, Capital Markets, Investment Banking, Equities
Education
University of North Carolina at Wilmington 1994 — 1998
BS, Finance
Chartered Financial Analyst (CFA)
Kevin Waldeck Kevin Waldeck's Wells Capital Management Experience June 2009 - September 2010
Job Executive Director at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management September 2010 - Present
Wells Capital Management June 2009 - September 2010
Evergreen Investments October 2004 - June 2009
SEI Investments September 1997 - October 2004
Wells Fargo Bank September 1992 - September 1997
Phoenix Leasing September 1990 - September 1992
Skills
Mutual Funds, Fixed Income, Asset Management, Series 7, Investments
Education
University of Southern California 1983 — 1987
BS, Business Admin. - Finance, Investments, Real Estate
Morgan Stanley Investment Management September 2010 - Present
Wells Capital Management June 2009 - September 2010
Evergreen Investments October 2004 - June 2009
SEI Investments September 1997 - October 2004
Wells Fargo Bank September 1992 - September 1997
Phoenix Leasing September 1990 - September 1992
Skills
Mutual Funds, Fixed Income, Asset Management, Series 7, Investments
Education
University of Southern California 1983 — 1987
BS, Business Admin. - Finance, Investments, Real Estate
Barry Livingston, CFA, CAIA Barry Livingston, CFA, CAIA's Wells Capital Management Experience January 2006 - August 2008
Job CoHead Global Institutional Distribution
Industry Investment Management
Experience
Calamos Investments August 2008 - Present
Wells Capital Management January 2006 - August 2008
Wells Fargo Funds 2005 - 2006
Strong Investments 1999 - 2004
Skills
Alternative Investments, Mutual Funds, Asset Management, Equities, Investments, Portfolio Management, Series 63, Asset Managment, Series 7, Asset Allocation, Hedge Funds, Investment Management, Investment Strategies, Morningstar
Education
University of Arkansas at Little Rock 1991 — 1993
MBA, Finance
University of Arkansas 1984 — 1989
BBS, Finance
Calamos Investments August 2008 - Present
Wells Capital Management January 2006 - August 2008
Wells Fargo Funds 2005 - 2006
Strong Investments 1999 - 2004
Skills
Alternative Investments, Mutual Funds, Asset Management, Equities, Investments, Portfolio Management, Series 63, Asset Managment, Series 7, Asset Allocation, Hedge Funds, Investment Management, Investment Strategies, Morningstar
Education
University of Arkansas at Little Rock 1991 — 1993
MBA, Finance
University of Arkansas 1984 — 1989
BBS, Finance
Anar Hooper Anar Hooper's Wells Capital Management Experience February 2001 - August 2003
Job Assistant Vice President, Product Development, at Wells Fargo Funds Management
Industry Financial Services
Experience
Wells Fargo Funds Management March 2011 - Present
Wells Fargo Funds Management March 2008 - March 2011
Wells Fargo Funds Management August 2006 - February 2008
Wells Fargo Funds Management July 2005 - July 2006
Wells Fargo Funds Management September 2003 - June 2006
Wells Capital Management February 2001 - August 2003
Education
University of California, Berkeley 1999 — 2003
B.A., Political Science
Wells Fargo Funds Management March 2011 - Present
Wells Fargo Funds Management March 2008 - March 2011
Wells Fargo Funds Management August 2006 - February 2008
Wells Fargo Funds Management July 2005 - July 2006
Wells Fargo Funds Management September 2003 - June 2006
Wells Capital Management February 2001 - August 2003
Education
University of California, Berkeley 1999 — 2003
B.A., Political Science
Paul French, CFA Paul French, CFA's Wells Capital Management Experience October 2013 - Present
Job Institutional Client Relations Director Balance Sheet Assets at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management October 2013 - Present
Wells Fargo Private Bank April 2012 - October 2013
Diversified Investment Advisors October 2010 - April 2012
Wachovia, A Wells Fargo Company March 2002 - October 2009
Wachovia, A Wells Fargo Company June 2000 - March 2002
Wachovia, A Wells Fargo Company July 1999 - June 2000
Skills
Conference Speaking, Economics, Institutional Clients, Portfolio Strategy, Retirement Services, Retirement Plan..., Customer Presentations, Investments, Investment Strategies, Highly Analytical, Writing Skills, ALM, Portfolio Management, Fixed Income, Retirement
Education
University of Pittsburgh 1992 — 1997
B.S., Business/Chemistry
Wells Capital Management October 2013 - Present
Wells Fargo Private Bank April 2012 - October 2013
Diversified Investment Advisors October 2010 - April 2012
Wachovia, A Wells Fargo Company March 2002 - October 2009
Wachovia, A Wells Fargo Company June 2000 - March 2002
Wachovia, A Wells Fargo Company July 1999 - June 2000
Skills
Conference Speaking, Economics, Institutional Clients, Portfolio Strategy, Retirement Services, Retirement Plan..., Customer Presentations, Investments, Investment Strategies, Highly Analytical, Writing Skills, ALM, Portfolio Management, Fixed Income, Retirement
Education
University of Pittsburgh 1992 — 1997
B.S., Business/Chemistry
Madelyn Murray Madelyn Murray's Wells Capital Management Experience 2001 - 2003
Job Trustee, Sisters of St. Joseph of Carondelet Province Finance Board, Los Angeles and Japan
Industry Financial Services
Experience
BNY Mellon Asset Management 2003 - December 2014
Wells Capital Management 2001 - 2003
Financial Management Advisors (FMA) 1996 - 2001
Financial Management Advisors, LLC 1996 - 2000
Skills
Asset Management, Asset Managment, Marketing, Alternative Investments, Marketing Strategy, Hedge Funds, Financial Services, Fixed Income, Equities, Portfolio Management, Asset Allocation, Investments, Research, Mutual Funds, Product Development, Strategic Planning, Finance, Securities, Series 7, Investment Strategies, Management Consulting, Capital Markets, Investment Management, Financial Modeling, Series 63
Education
UCLA Anderson School of Management 1974 — 1976
MBA, Independent Concentration in Non-Profit Management
University of California, Los Angeles
BA, Psychology
BNY Mellon Asset Management 2003 - December 2014
Wells Capital Management 2001 - 2003
Financial Management Advisors (FMA) 1996 - 2001
Financial Management Advisors, LLC 1996 - 2000
Skills
Asset Management, Asset Managment, Marketing, Alternative Investments, Marketing Strategy, Hedge Funds, Financial Services, Fixed Income, Equities, Portfolio Management, Asset Allocation, Investments, Research, Mutual Funds, Product Development, Strategic Planning, Finance, Securities, Series 7, Investment Strategies, Management Consulting, Capital Markets, Investment Management, Financial Modeling, Series 63
Education
UCLA Anderson School of Management 1974 — 1976
MBA, Independent Concentration in Non-Profit Management
University of California, Los Angeles
BA, Psychology
Judy Yang's Wells Capital Management Experience January 2001 - January 2011
Job Managing Director at State Street
Industry Financial Services
Experience
State Street October 2014 - Present
Aviva Investors January 2011 - August 2014
Wells Capital Management January 2001 - January 2011
Wachovia - Evergreen Investments 2001 - June 2009
Bank of America Capital Management 1999 - 2000
The Northern Trust Company 1997 - 1999
The Northern Trust Company 1994 - 1997
The Northern Trust Company 1988 - 1994
Skills
Portfolio Management, Risk Management, Mutual Funds, Investment Strategies, Strategic Planning, Equities, Trading, Asset Management, Securities, Finance, Financial Services, Leadership, Asset Allocation, Business Development, Fixed Income, Business Strategy, Start-ups, Management, Program Management, CRM, Project Management, Financial Analysis, Financial Modeling, Hedge Funds, Bloomberg, Alternative Investments, Investment Management, Investments, Relationship Management, Strategy, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2007
Wachovia Executive Leadership Program
Loyola University Chicago 1989 — 2001
MBA, Finance, International Business
Illinois State University 1984 — 1988
B.S., Applied Computer Science
State Street October 2014 - Present
Aviva Investors January 2011 - August 2014
Wells Capital Management January 2001 - January 2011
Wachovia - Evergreen Investments 2001 - June 2009
Bank of America Capital Management 1999 - 2000
The Northern Trust Company 1997 - 1999
The Northern Trust Company 1994 - 1997
The Northern Trust Company 1988 - 1994
Skills
Portfolio Management, Risk Management, Mutual Funds, Investment Strategies, Strategic Planning, Equities, Trading, Asset Management, Securities, Finance, Financial Services, Leadership, Asset Allocation, Business Development, Fixed Income, Business Strategy, Start-ups, Management, Program Management, CRM, Project Management, Financial Analysis, Financial Modeling, Hedge Funds, Bloomberg, Alternative Investments, Investment Management, Investments, Relationship Management, Strategy, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2007
Wachovia Executive Leadership Program
Loyola University Chicago 1989 — 2001
MBA, Finance, International Business
Illinois State University 1984 — 1988
B.S., Applied Computer Science
Jerry (Zhe) Zhang's Wells Capital Management Experience December 2014 - Present
Job Portfolio Analyst at Wells Capital
Industry Investment Management
Experience
Wells Capital Management December 2014 - Present
Deloitte Consulting LLP August 2014 - December 2014
Majerko Investment Management September 2013 - June 2014
Deloitte Consulting LLP June 2013 - August 2013
Majerko Investment Management March 2012 - June 2013
UCD Wheat Molecular Genetics & Breeding Lab February 2011 - March 2012
Skills
R, Microsoft Excel, Bloomberg, Trading, Agency MBS, CMOS, Fixed Income, Market Analysis, Financial Modeling, Financial Analysis, Statistics, Investment Strategies, Data Analysis, Economics
Education
University of California, Davis 2010 — 2014
Bachelor of Science (B.S.), Statistics
University of California, Davis 2010 — 2014
Bachelor of Arts (B.A.), Economics
Wells Capital Management December 2014 - Present
Deloitte Consulting LLP August 2014 - December 2014
Majerko Investment Management September 2013 - June 2014
Deloitte Consulting LLP June 2013 - August 2013
Majerko Investment Management March 2012 - June 2013
UCD Wheat Molecular Genetics & Breeding Lab February 2011 - March 2012
Skills
R, Microsoft Excel, Bloomberg, Trading, Agency MBS, CMOS, Fixed Income, Market Analysis, Financial Modeling, Financial Analysis, Statistics, Investment Strategies, Data Analysis, Economics
Education
University of California, Davis 2010 — 2014
Bachelor of Science (B.S.), Statistics
University of California, Davis 2010 — 2014
Bachelor of Arts (B.A.), Economics
Terra Chang Terra Chang's Wells Capital Management Experience February 2015 - August 2015
Job Marketing Consultant at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo August 2015 - Present
Wells Capital Management February 2015 - August 2015
Wells Fargo August 2014 - August 2015
Wells Fargo August 2014 - February 2015
Invenio September 2013 - December 2013
Essential Oliver September 2013 - December 2013
Live Nation June 2013 - August 2013
The University of Texas at Austin August 2011 - August 2013
Gap Inc./Banana Republic November 2008 - August 2013
McCall and Lee, LLC June 2012 - August 2012
Skills
Advertising, Facebook, Marketing, Social Networking, Social Media Marketing, Social Media, Marketing Communications, Event Planning, Management, Sales, Blogging, Digital Marketing, Digital Media, E-commerce, Product Marketing
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Wells Fargo August 2015 - Present
Wells Capital Management February 2015 - August 2015
Wells Fargo August 2014 - August 2015
Wells Fargo August 2014 - February 2015
Invenio September 2013 - December 2013
Essential Oliver September 2013 - December 2013
Live Nation June 2013 - August 2013
The University of Texas at Austin August 2011 - August 2013
Gap Inc./Banana Republic November 2008 - August 2013
McCall and Lee, LLC June 2012 - August 2012
Skills
Advertising, Facebook, Marketing, Social Networking, Social Media Marketing, Social Media, Marketing Communications, Event Planning, Management, Sales, Blogging, Digital Marketing, Digital Media, E-commerce, Product Marketing
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
John Slifer John Slifer's Wells Capital Management Experience January 1998 - Present
Job
Industry Investment Management
Experience
Wells Capital Management January 1998 - Present
Skills
Series 63, Client Service, Mutual Funds, New Business Development, series 6, series 82, Asset Management, Sales, Financial Services
Education
University of Minnesota - Carlson School of Management 1979 — 1981
BS, Finance
Wells Capital Management January 1998 - Present
Skills
Series 63, Client Service, Mutual Funds, New Business Development, series 6, series 82, Asset Management, Sales, Financial Services
Education
University of Minnesota - Carlson School of Management 1979 — 1981
BS, Finance
Nadia Ahmadi Nadia Ahmadi's Wells Capital Management Experience January 2014 - Present
Job Client Relations Associate | MBA Candidate Class of 2018 | The Paul Merage School of Business
Industry Investment Management
Experience
Wells Capital Management January 2014 - Present
Wells Capital Management February 2012 - January 2014
Mattel August 2009 - May 2011
Mattel May 2009 - September 2009
Skills
Social Media, Microsoft Excel, Management, Financial Analysis, Financial Modeling, Marketing, Portfolio Management, Finance, Analysis, Social Media Marketing, Microsoft Word, PowerPoint, Bloomberg, Barclays Point, Customer Service, Customer Experience, Customer Engagement, Customer Support, Customer Success, Long-term Customer..., Relationship Management, Manage Client..., Leadership, Teamwork, Creative Problem Solving, Collaborative Problem..., Organizational..., Organization, Communication, Marketing Communications, Communication Skills, Strategic Communications, Solid computer skills, Presentations, Written & Oral..., Microsoft Office
Education
University of California, Irvine - The Paul Merage School of Business 2015 — 2018
Master of Business Administration (MBA)
University of Southern California 2007 — 2011
Bachelor of Arts (B.A.), Economics, Business Minor
Wells Capital Management January 2014 - Present
Wells Capital Management February 2012 - January 2014
Mattel August 2009 - May 2011
Mattel May 2009 - September 2009
Skills
Social Media, Microsoft Excel, Management, Financial Analysis, Financial Modeling, Marketing, Portfolio Management, Finance, Analysis, Social Media Marketing, Microsoft Word, PowerPoint, Bloomberg, Barclays Point, Customer Service, Customer Experience, Customer Engagement, Customer Support, Customer Success, Long-term Customer..., Relationship Management, Manage Client..., Leadership, Teamwork, Creative Problem Solving, Collaborative Problem..., Organizational..., Organization, Communication, Marketing Communications, Communication Skills, Strategic Communications, Solid computer skills, Presentations, Written & Oral..., Microsoft Office
Education
University of California, Irvine - The Paul Merage School of Business 2015 — 2018
Master of Business Administration (MBA)
University of Southern California 2007 — 2011
Bachelor of Arts (B.A.), Economics, Business Minor
Jay Fisher Jay Fisher's Wells Capital Management Experience July 2008 - July 2010
Job Senior Product Manager at Meta Payment Systems
Industry Financial Services
Experience
Meta Payment Systems May 2014 - Present
Yellow Dart Inc. July 2010 - May 2014
Wells Capital Management July 2008 - July 2010
University of North Dakota April 2007 - April 2008
University of North Dakota August 2005 - May 2007
Skills
Entrepreneurship, Analysis, Financial Analysis, Investments, Research, Strategy, Data Analysis, Finance, Cross-functional Team..., Business Ideas, Public Speaking, Marketing, Leadership, Product Development, Portfolio Management, Financial Modeling, Time Management, Market Research, Budgets, Sales, Project Management, Investment Strategies, Valuation, Prototyping, Management, Strategic Planning, Due Diligence, Investment Management, Economics, Product Management, Manufacturing, Marketing Strategy, Product Engineering, Sporting Goods, Business Strategy, New Business Development, Process Improvement, Product Marketing, Competitive Analysis, Start-ups, Risk Management, Business Analysis, Prepaid Cards, Consumer Products, Forecasting, Business Development
Education
The University of North Dakota 2004 — 2008
Bachelor of Arts (B.A.), Bachelor of Science (B.S.), Math, Econ, Physics
Warroad High School 2000 — 2004
Meta Payment Systems May 2014 - Present
Yellow Dart Inc. July 2010 - May 2014
Wells Capital Management July 2008 - July 2010
University of North Dakota April 2007 - April 2008
University of North Dakota August 2005 - May 2007
Skills
Entrepreneurship, Analysis, Financial Analysis, Investments, Research, Strategy, Data Analysis, Finance, Cross-functional Team..., Business Ideas, Public Speaking, Marketing, Leadership, Product Development, Portfolio Management, Financial Modeling, Time Management, Market Research, Budgets, Sales, Project Management, Investment Strategies, Valuation, Prototyping, Management, Strategic Planning, Due Diligence, Investment Management, Economics, Product Management, Manufacturing, Marketing Strategy, Product Engineering, Sporting Goods, Business Strategy, New Business Development, Process Improvement, Product Marketing, Competitive Analysis, Start-ups, Risk Management, Business Analysis, Prepaid Cards, Consumer Products, Forecasting, Business Development
Education
The University of North Dakota 2004 — 2008
Bachelor of Arts (B.A.), Bachelor of Science (B.S.), Math, Econ, Physics
Warroad High School 2000 — 2004
Jillian Ardrey Jillian Ardrey's Wells Capital Management Experience September 2007 - March 2008
Job MBA Candidate at MIT Sloan School of Management
Industry Leisure, Travel & Tourism
Experience
Planet Earth February 2015 - August 2015
Carnival Corporation & plc August 2011 - February 2015
Anheuser-Busch InBev May 2011 - August 2011
Anheuser-Busch InBev February 2010 - May 2011
Cambridge Financial Partners June 2009 - August 2009
Wells Capital Management September 2007 - March 2008
Marriott International June 2006 - August 2007
Skills
Leadership, Management, Business Strategy, Leadership Development, Sales, Data Analysis, Business Modeling, Market Research, Cost Management, Best Practice Sharing, Process Improvement, Strategy, Financial Analysis, Investments, Management Consulting, Forecasting
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
BS, Business Administration
University of Westminster 2008 — 2009
Study Abroad, International Politics & Law
Huntington Beach High School 2002 — 2006
Planet Earth February 2015 - August 2015
Carnival Corporation & plc August 2011 - February 2015
Anheuser-Busch InBev May 2011 - August 2011
Anheuser-Busch InBev February 2010 - May 2011
Cambridge Financial Partners June 2009 - August 2009
Wells Capital Management September 2007 - March 2008
Marriott International June 2006 - August 2007
Skills
Leadership, Management, Business Strategy, Leadership Development, Sales, Data Analysis, Business Modeling, Market Research, Cost Management, Best Practice Sharing, Process Improvement, Strategy, Financial Analysis, Investments, Management Consulting, Forecasting
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
BS, Business Administration
University of Westminster 2008 — 2009
Study Abroad, International Politics & Law
Huntington Beach High School 2002 — 2006
Ashley Song Ashley Song's Wells Capital Management Experience July 2014 - Present
Job Client Service Consultant at Wells Capital Management
Industry Market Research
Experience
Wells Capital Management July 2014 - Present
Pratt & Whitney January 2014 - June 2014
Pratt & Whitney May 2013 - January 2014
AppleOne January 2013 - May 2013
ADLER-WEINER RESEARCH July 2010 - August 2012
SANS SOUCI, LLC March 2009 - July 2010
Enterprise Rent-A-Car January 2008 - March 2009
GUESS?, INC July 2006 - December 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Sales, Project Management, Problem Solving, Market Research, Marketing Research, Management, Nonprofits, Retail, Time Management, Negotiation, Customer Satisfaction, Recruiting, Strategic Planning, Marketing, Merchandising, Program Management, Account Management, Microsoft Word, Contract Negotiation, Data Analysis, Training, Online Research, Leadership, Analysis
Education
University of California, San Diego 2003 — 2007
BACHELOR OF ARTS, HUMAN DEVELOPMENT 2003- 2007
Notre Dame Academy 1999 — 2003
Wells Capital Management July 2014 - Present
Pratt & Whitney January 2014 - June 2014
Pratt & Whitney May 2013 - January 2014
AppleOne January 2013 - May 2013
ADLER-WEINER RESEARCH July 2010 - August 2012
SANS SOUCI, LLC March 2009 - July 2010
Enterprise Rent-A-Car January 2008 - March 2009
GUESS?, INC July 2006 - December 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Sales, Project Management, Problem Solving, Market Research, Marketing Research, Management, Nonprofits, Retail, Time Management, Negotiation, Customer Satisfaction, Recruiting, Strategic Planning, Marketing, Merchandising, Program Management, Account Management, Microsoft Word, Contract Negotiation, Data Analysis, Training, Online Research, Leadership, Analysis
Education
University of California, San Diego 2003 — 2007
BACHELOR OF ARTS, HUMAN DEVELOPMENT 2003- 2007
Notre Dame Academy 1999 — 2003
Joan Pino Joan Pino's Wells Capital Management Experience January 2015 - Present
Job Sales Associate at Wells Capital Management
Industry Banking
Experience
Wells Capital Management January 2015 - Present
U.S. Department of Commerce November 2012 - December 2014
Center for Urban Transportation Research April 2010 - November 2012
Skills
Economics, Financial Analysis, Econometrics, Data Analysis, Analysis, Stata, Statistics, Financial Modeling, SPSS, Leadership
Education
University of South Florida 2010 — 2011
M.A., Economics
University of South Florida 2006 — 2010
B.S., Economics
Wells Capital Management January 2015 - Present
U.S. Department of Commerce November 2012 - December 2014
Center for Urban Transportation Research April 2010 - November 2012
Skills
Economics, Financial Analysis, Econometrics, Data Analysis, Analysis, Stata, Statistics, Financial Modeling, SPSS, Leadership
Education
University of South Florida 2010 — 2011
M.A., Economics
University of South Florida 2006 — 2010
B.S., Economics
Melissa Jones, CFA Melissa Jones, CFA's Wells Capital Management Experience February 2007 - April 2008
Job Portfolio Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company June 2014 - Present
Loomis, Sayles & Company March 2011 - June 2014
Wells Fargo Funds Management, LLC April 2008 - March 2011
Wells Capital Management February 2007 - April 2008
Education
University of California, Berkeley 2003 — 2007
Bachelor's Degree, Business Administration
University of California, Berkeley 2003 — 2007
Bachelor's Degree, English Literature
Loomis, Sayles & Company June 2014 - Present
Loomis, Sayles & Company March 2011 - June 2014
Wells Fargo Funds Management, LLC April 2008 - March 2011
Wells Capital Management February 2007 - April 2008
Education
University of California, Berkeley 2003 — 2007
Bachelor's Degree, Business Administration
University of California, Berkeley 2003 — 2007
Bachelor's Degree, English Literature
Lindsey Wilde Lindsey Wilde's Wells Capital Management Experience May 2007 - July 2011
Job Vice President, Emerging Market Sales at Goldman Sachs
Industry Capital Markets
Experience
Goldman Sachs August 2013 - Present
RBS Global Banking & Markets August 2011 - August 2013
Wells Capital Management May 2007 - July 2011
Wells Capital Management October 2005 - May 2007
Skills
Economics, Fixed Income, Bonds, Credit Analysis, Fixed Income Trading, Fixed Income Research, Emerging Markets, Investment Grade, Risk Management, CDS, Relative Value, Sales, Capital Markets, Investments, Credit, Fixed Income Analysis, Hedge Funds, Asset Management, Derivatives, Bloomberg, Portfolio Management, Credit Derivatives, Financial Analysis, Investment Banking, Trading
Education
University of California, Santa Barbara 2001 — 2005
B.A.
London School of Economics and Political Science 2003 — 2004
General Course
Universidad de Salamanca 2000 — 2000
Study Abroad Program
Goldman Sachs August 2013 - Present
RBS Global Banking & Markets August 2011 - August 2013
Wells Capital Management May 2007 - July 2011
Wells Capital Management October 2005 - May 2007
Skills
Economics, Fixed Income, Bonds, Credit Analysis, Fixed Income Trading, Fixed Income Research, Emerging Markets, Investment Grade, Risk Management, CDS, Relative Value, Sales, Capital Markets, Investments, Credit, Fixed Income Analysis, Hedge Funds, Asset Management, Derivatives, Bloomberg, Portfolio Management, Credit Derivatives, Financial Analysis, Investment Banking, Trading
Education
University of California, Santa Barbara 2001 — 2005
B.A.
London School of Economics and Political Science 2003 — 2004
General Course
Universidad de Salamanca 2000 — 2000
Study Abroad Program
Ryan Curdy, CFA Ryan Curdy, CFA's Wells Capital Management Experience November 2003 - October 2006
Job Portfolio Manager at Pacific Ridge Capital Partners, LLC
Industry Investment Management
Experience
Pacific Ridge Capital Partners, LLC June 2010 - Present
Scott Creek Capital Management, LLC October 2006 - April 2009
Wells Capital Management November 2003 - October 2006
Benson Associates, LLC October 1997 - October 2003
Education
University of Portland 1992 — 1996
BBA, Finance and Management
Pacific Ridge Capital Partners, LLC June 2010 - Present
Scott Creek Capital Management, LLC October 2006 - April 2009
Wells Capital Management November 2003 - October 2006
Benson Associates, LLC October 1997 - October 2003
Education
University of Portland 1992 — 1996
BBA, Finance and Management
Ryan McReynolds's Wells Capital Management Experience January 2006 - June 2006
Job Account Executive at Google
Industry Computer Software
Experience
Google July 2014 - Present
Google June 2012 - June 2014
Salesforce.com August 2009 - May 2012
Salesforce.com February 2008 - July 2009
Salesforce.com November 2006 - January 2008
BuildSite LLC July 2006 - November 2006
Wells Capital Management January 2006 - June 2006
Wells Capital Management May 2005 - December 2005
Skills
Salesforce.com, Customer Relations, New Business Development, Customer Service, Cloud Computing, Account Management, Negotiation, Excel, Direct Sales, PowerPoint, SaaS, Banking, Contract Negotiation, Microsoft Office, B2B, Consultative Selling, Proposal Writing, Outlook, Solution Selling, Cold Calling, Business Analysis, Sales Process, Windows, Word, Database Administration, Problem Solving, Financial Services, Marketing, Sales Management, Sales, Selling
Education
University of California, Berkeley 2001 — 2005
BA, Applied Math (Economics focus)
Google July 2014 - Present
Google June 2012 - June 2014
Salesforce.com August 2009 - May 2012
Salesforce.com February 2008 - July 2009
Salesforce.com November 2006 - January 2008
BuildSite LLC July 2006 - November 2006
Wells Capital Management January 2006 - June 2006
Wells Capital Management May 2005 - December 2005
Skills
Salesforce.com, Customer Relations, New Business Development, Customer Service, Cloud Computing, Account Management, Negotiation, Excel, Direct Sales, PowerPoint, SaaS, Banking, Contract Negotiation, Microsoft Office, B2B, Consultative Selling, Proposal Writing, Outlook, Solution Selling, Cold Calling, Business Analysis, Sales Process, Windows, Word, Database Administration, Problem Solving, Financial Services, Marketing, Sales Management, Sales, Selling
Education
University of California, Berkeley 2001 — 2005
BA, Applied Math (Economics focus)
Jeremy Lopez, CFA Jeremy Lopez, CFA's Wells Capital Management Experience March 2012 - Present
Job
Industry Investment Management
Experience
Wells Capital Management March 2012 - Present
Skills
Investments, Valuation, Financial Modeling, Industry Analysis, Equities, Equity Research, Series 7, Asset Management, Financial Analysis, Research, Securities, Healthcare
Education
The University of Chicago Booth School of Business 2004 — 2008
M.B.A, Finance, Accounting, Strategy, 2008
Wheaton College 1993 — 1997
B.A, Economics
CFA Charter, CFA Institute
Wells Capital Management March 2012 - Present
Skills
Investments, Valuation, Financial Modeling, Industry Analysis, Equities, Equity Research, Series 7, Asset Management, Financial Analysis, Research, Securities, Healthcare
Education
The University of Chicago Booth School of Business 2004 — 2008
M.B.A, Finance, Accounting, Strategy, 2008
Wheaton College 1993 — 1997
B.A, Economics
CFA Charter, CFA Institute
GD Rothenberg GD Rothenberg's Wells Capital Management Experience December 2007 - Present
Job Director, International Equities at WellsCap
Industry Investment Management
Experience
Wells Capital Management December 2007 - Present
Genworth Financial May 2006 - December 2007
Thompson, Siegel & Walmsley August 1992 - December 2004
Scudder, Stevens & Clark July 1983 - July 1992
Skills
Equities, Investments
Education
University of California, Los Angeles 1977 — 1979
MBA, Finance
University of Virginia 1971 — 1975
BA, Religious Studies
Akiba
Wells Capital Management December 2007 - Present
Genworth Financial May 2006 - December 2007
Thompson, Siegel & Walmsley August 1992 - December 2004
Scudder, Stevens & Clark July 1983 - July 1992
Skills
Equities, Investments
Education
University of California, Los Angeles 1977 — 1979
MBA, Finance
University of Virginia 1971 — 1975
BA, Religious Studies
Akiba
Dominic Marshall Dominic Marshall's Wells Capital Management Experience November 2003 - October 2006
Job Senior Portfolio Manager at Pacific Ridge Capital Partners, LLC
Industry Investment Management
Experience
Pacific Ridge Capital Partners, LLC June 2010 - Present
Scott Creek Capital Management, LLC October 2006 - April 2009
Wells Capital Management November 2003 - October 2006
Benson Associates, LLC June 1998 - October 2003
Red Chip Review January 1996 - May 1997
CTC Consulting October 1993 - December 1995
Egghead Software 1992 - 1993
Education
University of Notre Dame - Mendoza College of Business 1997 — 1998
MBA, Finance
University of Washington 1989 — 1993
BA, Business
Pacific Ridge Capital Partners, LLC June 2010 - Present
Scott Creek Capital Management, LLC October 2006 - April 2009
Wells Capital Management November 2003 - October 2006
Benson Associates, LLC June 1998 - October 2003
Red Chip Review January 1996 - May 1997
CTC Consulting October 1993 - December 1995
Egghead Software 1992 - 1993
Education
University of Notre Dame - Mendoza College of Business 1997 — 1998
MBA, Finance
University of Washington 1989 — 1993
BA, Business
Steven Cruz's Wells Capital Management Experience November 2009 - April 2013
Job Investor Relations at JPMorgan
Industry Financial Services
Experience
JPMorgan February 2014 - Present
JPMorgan July 2013 - January 2014
Wells Capital Management November 2009 - April 2013
Evergreen Investments April 2005 - October 2009
Evergreen Investments July 2002 - April 2005
Skills
Investments, Mutual Funds, Asset Management, Financial Analysis, Accounting, Bloomberg, Equities, Financial Services, Fixed Income, Insurance, Management, Portfolio Management, Relationship Management, Risk Management, Securities, Wealth Management
Education
University of Phoenix 2006 — 2008
Bachelors, Global Business Management
JPMorgan February 2014 - Present
JPMorgan July 2013 - January 2014
Wells Capital Management November 2009 - April 2013
Evergreen Investments April 2005 - October 2009
Evergreen Investments July 2002 - April 2005
Skills
Investments, Mutual Funds, Asset Management, Financial Analysis, Accounting, Bloomberg, Equities, Financial Services, Fixed Income, Insurance, Management, Portfolio Management, Relationship Management, Risk Management, Securities, Wealth Management
Education
University of Phoenix 2006 — 2008
Bachelors, Global Business Management
Oscar Olivas, CFA's Wells Capital Management Experience November 2007 - Present
Job
Industry Investment Management
Experience
Wells Capital Management November 2007 - Present
Skills
High Yield Bonds, Financial Modeling, Trading, Financial Analysis, Valuation, Portfolio Management, Bloomberg, Capital IQ, SNL, Fixed Income, CLOs, CBOs, Debt Restructuring
Education
University of California, Berkeley 2003 — 2005
B.A.
University of California, Berkeley, Haas School of Business 2003 — 2005
B.S.
Wells Capital Management November 2007 - Present
Skills
High Yield Bonds, Financial Modeling, Trading, Financial Analysis, Valuation, Portfolio Management, Bloomberg, Capital IQ, SNL, Fixed Income, CLOs, CBOs, Debt Restructuring
Education
University of California, Berkeley 2003 — 2005
B.A.
University of California, Berkeley, Haas School of Business 2003 — 2005
B.S.
Christine (Sweet) Bryant's Wells Capital Management Experience August 2010 - Present
Job Business Systems Consultant at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management August 2010 - Present
Wells Fargo Wealth Management August 2007 - August 2010
Evergreen Investments January 2002 - August 2007
Skills
Fixed Income, Portfolio Management, Risk Management, Asset Management, Equities, Bloomberg, Securities, Business Analysis, Analysis, Mutual Funds, Investments, Trading, Trading Systems, Back Office
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2008
MBA, Finance
Villanova University 1997 — 2001
Wells Capital Management August 2010 - Present
Wells Fargo Wealth Management August 2007 - August 2010
Evergreen Investments January 2002 - August 2007
Skills
Fixed Income, Portfolio Management, Risk Management, Asset Management, Equities, Bloomberg, Securities, Business Analysis, Analysis, Mutual Funds, Investments, Trading, Trading Systems, Back Office
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2008
MBA, Finance
Villanova University 1997 — 2001
Kelly Chang, CFA's Wells Capital Management Experience September 2013 - Present
Job Investment Product Strategy Professional
Industry Investment Management
Experience
Wells Capital Management September 2013 - Present
BlackRock November 2009 - August 2013
Franklin Templeton Investments July 2008 - November 2009
Franklin Templeton Investments March 2007 - July 2009
Franklin Templeton January 2006 - December 2006
Morgan Stanley December 2004 - December 2005
Skills
Equities, Portfolio Management, Investments, Mutual Funds, Investment Management, Separately Managed..., ETFs, Product Development, Product Management, Performance Attribution, Asset Allocation, Alternative Investments
Education
CFA Charterholder
University of California, San Diego 1999 — 2003
BS, Management Science
Wells Capital Management September 2013 - Present
BlackRock November 2009 - August 2013
Franklin Templeton Investments July 2008 - November 2009
Franklin Templeton Investments March 2007 - July 2009
Franklin Templeton January 2006 - December 2006
Morgan Stanley December 2004 - December 2005
Skills
Equities, Portfolio Management, Investments, Mutual Funds, Investment Management, Separately Managed..., ETFs, Product Development, Product Management, Performance Attribution, Asset Allocation, Alternative Investments
Education
CFA Charterholder
University of California, San Diego 1999 — 2003
BS, Management Science
Kristin Manning, CFA's Wells Capital Management Experience January 2004 - April 2006
Job Analyst at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed October 2013 - Present
ING April 2012 - September 2013
ING Investment Management October 2008 - April 2012
ING Investment Management April 2006 - October 2008
Wells Capital Management January 2004 - April 2006
Skills
Equity Research, Equities, Asset Management, Financial Modeling
Education
University of Nebraska-Lincoln 1998 — 2002
O'Neill
Waddell & Reed October 2013 - Present
ING April 2012 - September 2013
ING Investment Management October 2008 - April 2012
ING Investment Management April 2006 - October 2008
Wells Capital Management January 2004 - April 2006
Skills
Equity Research, Equities, Asset Management, Financial Modeling
Education
University of Nebraska-Lincoln 1998 — 2002
O'Neill
Tadd Liu's Wells Capital Management Experience November 2006 - May 2008
Job Capital Markets Analyst and Trading Operations
Industry Capital Markets
Experience
Wells Fargo Securities May 2008 - Present
Wells Capital Management November 2006 - May 2008
Wells Fargo January 2006 - November 2006
Fisher Investments August 2005 - January 2006
Skills
Investments, Financial Analysis, Financial Modeling, DCF, Valuation, Portfolio Management, Equities
Education
University of California, San Diego 2001 — 2005
B.S., Business Management
Wells Fargo Securities May 2008 - Present
Wells Capital Management November 2006 - May 2008
Wells Fargo January 2006 - November 2006
Fisher Investments August 2005 - January 2006
Skills
Investments, Financial Analysis, Financial Modeling, DCF, Valuation, Portfolio Management, Equities
Education
University of California, San Diego 2001 — 2005
B.S., Business Management
Leyla Kassem's Wells Capital Management Experience 2005 - Present
Job Experienced Institutional Client Service Professional
Industry Investment Management
Experience
Wells Capital Management 2005 - Present
CFA Institute September 2011 - Present
CFA Society of Minnesota September 2009 - August 2011
Lowry Hill 2000 - 2003
RBC Dain Rauscher 1992 - 1998
Skills
Asset Management, Equities, Institutional Marketing, Portfolio Management, Investment Management, Private Equity, Marketing, Asset Managment, Financial Services, Risk Management, Investment Banking, Mergers & Acquisitions, Financial Modeling, Analysis, Finance, Equity Valuation, Investment Advisory, Financial Analysis, Asset Allocation, Emerging Markets, Corporate Finance, Relationship Management
Education
University of Minnesota - Carlson School of Management
MBA, Finance
Wells Capital Management 2005 - Present
CFA Institute September 2011 - Present
CFA Society of Minnesota September 2009 - August 2011
Lowry Hill 2000 - 2003
RBC Dain Rauscher 1992 - 1998
Skills
Asset Management, Equities, Institutional Marketing, Portfolio Management, Investment Management, Private Equity, Marketing, Asset Managment, Financial Services, Risk Management, Investment Banking, Mergers & Acquisitions, Financial Modeling, Analysis, Finance, Equity Valuation, Investment Advisory, Financial Analysis, Asset Allocation, Emerging Markets, Corporate Finance, Relationship Management
Education
University of Minnesota - Carlson School of Management
MBA, Finance
Cheryl Ngo's Wells Capital Management Experience January 2006 - Present
Job Research Analyst at Wells Capital
Industry Investment Management
Experience
Wells Capital Management January 2006 - Present
Wells Fargo Bank 2003 - 2005
Arthur Andersen 2001 - 2001
Skills
High Yield, Bloomberg, Finance
Education
University of California, Berkeley 1998 — 2002
BS, Economics
University of California, Berkeley, Haas School of Business 1998 — 2002
Wells Capital Management January 2006 - Present
Wells Fargo Bank 2003 - 2005
Arthur Andersen 2001 - 2001
Skills
High Yield, Bloomberg, Finance
Education
University of California, Berkeley 1998 — 2002
BS, Economics
University of California, Berkeley, Haas School of Business 1998 — 2002
Richard Carrell's Wells Capital Management Experience August 1997 - June 1999
Job Senior Vice President at Prudential Capital Group
Industry Investment Management
Experience
Prudential Capital Group December 2008 - Present
Prudential Capital Group 2006 - 2008
Prudential Capital Group 2004 - 2006
Marsalli Institute June 2001 - June 2002
Lehman Brothers June 1999 - June 2001
Wells Capital Management August 1997 - June 1999
Skills
Valuation, Due Diligence, Private Equity, Project Finance, Portfolio Management
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
MBA, Finance
Vanderbilt University 1993 — 1997
B.A., Spanish and English
Prudential Capital Group December 2008 - Present
Prudential Capital Group 2006 - 2008
Prudential Capital Group 2004 - 2006
Marsalli Institute June 2001 - June 2002
Lehman Brothers June 1999 - June 2001
Wells Capital Management August 1997 - June 1999
Skills
Valuation, Due Diligence, Private Equity, Project Finance, Portfolio Management
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
MBA, Finance
Vanderbilt University 1993 — 1997
B.A., Spanish and English
Sylvia Tran's Wells Capital Management Experience June 2006 - September 2006
Job Vice President, ABL Relationship Manager at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance March 2014 - Present
Wells Fargo Capital Finance July 2012 - February 2014
Wells Fargo Bank June 2011 - August 2012
Wells Fargo Bank March 2010 - June 2011
WELL FARGO & COMPANY October 2009 - February 2010
Wells Fargo Bank April 2007 - October 2009
American Mortgage Capital January 2003 - April 2007
Wells Capital Management June 2006 - September 2006
CHASE MANHATTAN MORTGAGE CORPORATION May 2002 - December 2002
Skills
Asset Based Lending, Credit Analysis, Underwriting, Financial Analysis, Credit, Loans, Financial Modeling, Commercial Banking, Portfolio Management, Mergers & Acquisitions, Lines Of Credit, Banking, Small Business Lending, Treasury Management, Cash Management, Finance, Customer Service, Working Capital..., Financial Structuring, Cash Flow, Cash Flow Forecasting, Financial Forecasting
Education
University of California, Los Angeles 2002 — 2007
B.S.
San Gabriel Mission High School 1998 — 2002
High School
Wells Fargo Capital Finance March 2014 - Present
Wells Fargo Capital Finance July 2012 - February 2014
Wells Fargo Bank June 2011 - August 2012
Wells Fargo Bank March 2010 - June 2011
WELL FARGO & COMPANY October 2009 - February 2010
Wells Fargo Bank April 2007 - October 2009
American Mortgage Capital January 2003 - April 2007
Wells Capital Management June 2006 - September 2006
CHASE MANHATTAN MORTGAGE CORPORATION May 2002 - December 2002
Skills
Asset Based Lending, Credit Analysis, Underwriting, Financial Analysis, Credit, Loans, Financial Modeling, Commercial Banking, Portfolio Management, Mergers & Acquisitions, Lines Of Credit, Banking, Small Business Lending, Treasury Management, Cash Management, Finance, Customer Service, Working Capital..., Financial Structuring, Cash Flow, Cash Flow Forecasting, Financial Forecasting
Education
University of California, Los Angeles 2002 — 2007
B.S.
San Gabriel Mission High School 1998 — 2002
High School
Troy Ludgood's Wells Capital Management Experience April 2004 - Present
Job Portfolio Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management April 2004 - Present
Lehman Brothers June 2000 - April 2004
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Wells Capital Management April 2004 - Present
Lehman Brothers June 2000 - April 2004
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Karl Lashkari's Wells Capital Management Experience August 2012 - Present
Job Operations Manager at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management August 2012 - Present
Citco Fund Services June 2011 - August 2012
Citco Fund Services July 2009 - June 2011
Citco Fund Services September 2007 - June 2009
UC Davis 2006 - 2007
Skills
Financial Analysis, Microsoft Excel, Valuation, Financial Modeling, Strategic Partnerships, Partnerships, Business Development, Business Strategy, Strategic Planning, Operations Management, Sales, Management, HTML, CSS, JavaScript, Negotiation, Technology Roadmapping, SQL, Vendor Relationship..., Team Leadership, CRM, Client Services, Relationship Management, Tactical Implementations, Web Design, jQuery, Bloomberg, Project Management
Education
University of California, Davis 2003 — 2007
Bachelor of Science (B.S.), Managerial Economics
University of California, Davis 2003 — 2007
Minor, Communications
San Luis Obispo High School 1999 — 2003
Wells Capital Management August 2012 - Present
Citco Fund Services June 2011 - August 2012
Citco Fund Services July 2009 - June 2011
Citco Fund Services September 2007 - June 2009
UC Davis 2006 - 2007
Skills
Financial Analysis, Microsoft Excel, Valuation, Financial Modeling, Strategic Partnerships, Partnerships, Business Development, Business Strategy, Strategic Planning, Operations Management, Sales, Management, HTML, CSS, JavaScript, Negotiation, Technology Roadmapping, SQL, Vendor Relationship..., Team Leadership, CRM, Client Services, Relationship Management, Tactical Implementations, Web Design, jQuery, Bloomberg, Project Management
Education
University of California, Davis 2003 — 2007
Bachelor of Science (B.S.), Managerial Economics
University of California, Davis 2003 — 2007
Minor, Communications
San Luis Obispo High School 1999 — 2003
Andy Hunt's Wells Capital Management Experience March 2014 - Present
Job Head of LDI and Global Credit at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management March 2014 - Present
BlackRock October 2005 - February 2014
Watson Wyatt LLP September 1992 - October 2005
Watson Wyatt Worldwide 1992 - 2005
Skills
Pension Funds, Asset Managment, Pensions, Alternative Investments, Investments, Hedge Funds, Defined Benefit, Fixed Income, Data Analysis, Portfolio Management, Asset Allocation, Equities, Investment Strategies, Financial Modeling, Investment Management, Private Equity, Derivatives, Actuarial Science, Valuation, Risk Management, Asset Management, ETFs, Institutional..., Bonds
Education
University of Cambridge 1989 — 1992
Master of Arts (MA), Mathematics
Salesian School, Chertsey 1984 — 1989
Wells Capital Management March 2014 - Present
BlackRock October 2005 - February 2014
Watson Wyatt LLP September 1992 - October 2005
Watson Wyatt Worldwide 1992 - 2005
Skills
Pension Funds, Asset Managment, Pensions, Alternative Investments, Investments, Hedge Funds, Defined Benefit, Fixed Income, Data Analysis, Portfolio Management, Asset Allocation, Equities, Investment Strategies, Financial Modeling, Investment Management, Private Equity, Derivatives, Actuarial Science, Valuation, Risk Management, Asset Management, ETFs, Institutional..., Bonds
Education
University of Cambridge 1989 — 1992
Master of Arts (MA), Mathematics
Salesian School, Chertsey 1984 — 1989
Jeremy Highsmith's Wells Capital Management Experience February 2006 - February 2008
Job at
Industry Banking
Experience
Wells Fargo February 2011 - Present
Wells Fargo February 2008 - February 2011
Wells Capital Management February 2006 - February 2008
Wells Fargo October 2000 - February 2006
United Healthcare May 1999 - October 2000
University of Maryland, Department of Economics March 1998 - May 1999
Skills
Business Intelligence, Analytics, Analysis Services, Big Data, Data Analysis, T-SQL, SSIS, Data Modeling, Data Warehousing, Data Mining, MDX, Tableau, ETL, Web Analytics, Dimensional Modeling, SSRS, Performance Point, OLAP, Agile Methodologies, Microsoft SQL Server, Distributed Systems, Agile, Investments, SSAS, PerformancePoint, Cubes, Business Objects, Business Intelligence..., Omniture, Fixed Income Research, Processing, R, SQL Server, Open Source, Research, Teradata Data Warehouse, Hadoop, MapReduce, Aster Data, Hive, Web Architecture, HDFS, Red Hat Linux, Unix, Sqoop, CMBS, MBS, Agency MBS, ASP.NET, JavaScript
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1998
Wells Fargo February 2011 - Present
Wells Fargo February 2008 - February 2011
Wells Capital Management February 2006 - February 2008
Wells Fargo October 2000 - February 2006
United Healthcare May 1999 - October 2000
University of Maryland, Department of Economics March 1998 - May 1999
Skills
Business Intelligence, Analytics, Analysis Services, Big Data, Data Analysis, T-SQL, SSIS, Data Modeling, Data Warehousing, Data Mining, MDX, Tableau, ETL, Web Analytics, Dimensional Modeling, SSRS, Performance Point, OLAP, Agile Methodologies, Microsoft SQL Server, Distributed Systems, Agile, Investments, SSAS, PerformancePoint, Cubes, Business Objects, Business Intelligence..., Omniture, Fixed Income Research, Processing, R, SQL Server, Open Source, Research, Teradata Data Warehouse, Hadoop, MapReduce, Aster Data, Hive, Web Architecture, HDFS, Red Hat Linux, Unix, Sqoop, CMBS, MBS, Agency MBS, ASP.NET, JavaScript
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1998
Debbi Tippett's Wells Capital Management Experience June 2006 - Present
Job Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management June 2006 - Present
Wells Capital Management 2006 - Present
Mesa 1998 - 2006
Education
University of California, San Diego 1980 — 1985
BS - Applied Mechanics, Bioengineering and Biomedical Engineering
Wells Capital Management June 2006 - Present
Wells Capital Management 2006 - Present
Mesa 1998 - 2006
Education
University of California, San Diego 1980 — 1985
BS - Applied Mechanics, Bioengineering and Biomedical Engineering
Beth Milem's Wells Capital Management Experience ManagerCoopers & Lybrand1988 - 1993
Job Sr. Research Analyst at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management ManagerCoopers & Lybrand1988 - 1993
Education
The University of Chicago Booth School of Business 1991 — 1993
Wells Capital Management ManagerCoopers & Lybrand1988 - 1993
Education
The University of Chicago Booth School of Business 1991 — 1993
Dan Rohrer's Wells Capital Management Experience January 2010 - Present
Job Portfolio Accountant at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management January 2010 - Present
Luminent Mortgage Capital, Inc. 2006 - 2007
Education
University of California, Davis 1989 — 1994
Wells Capital Management January 2010 - Present
Luminent Mortgage Capital, Inc. 2006 - 2007
Education
University of California, Davis 1989 — 1994
Jonathan Gray, CFA's Wells Capital Management Experience March 2012 - Present
Job Quantitative Analyst at Wells Capital Management
Industry Computer Software
Experience
Wells Capital Management March 2012 - Present
Wells Capital Management September 2004 - March 2012
Skills
Bloomberg, Fixed Income, Quantitative Finance, Hedge Funds, Equities, Portfolio Management, Derivatives, Equity Trading, Bonds, Options, Structured Products, Trading, Asset Allocation, Capital Markets, Emerging Markets
Education
University of California, Berkeley 2001 — 2005
Bachelor of Arts (BA), Computer Science
University of California, Berkeley
Bachelor's degree, Computer Science
Wells Capital Management March 2012 - Present
Wells Capital Management September 2004 - March 2012
Skills
Bloomberg, Fixed Income, Quantitative Finance, Hedge Funds, Equities, Portfolio Management, Derivatives, Equity Trading, Bonds, Options, Structured Products, Trading, Asset Allocation, Capital Markets, Emerging Markets
Education
University of California, Berkeley 2001 — 2005
Bachelor of Arts (BA), Computer Science
University of California, Berkeley
Bachelor's degree, Computer Science
Jana Inabinet's Wells Capital Management Experience 2009 - Present
Job WellsCap IT Operational Risk Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Capital Management 2009 - Present
Evergreen Investments June 2006 - January 2009
Wachovia June 2006 - 2007
Education
University of South Carolina - Darla Moore School of Business 2002 — 2006
Bachelor of Science, Finance and Economics
Wells Capital Management 2009 - Present
Evergreen Investments June 2006 - January 2009
Wachovia June 2006 - 2007
Education
University of South Carolina - Darla Moore School of Business 2002 — 2006
Bachelor of Science, Finance and Economics
Paul Luedtke's Wells Capital Management Experience July 2014 - Present
Job Client Relationship Associate at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management July 2014 - Present
Wells Capital Management November 2009 - July 2014
Wells Fargo Financial September 2006 - November 2009
Strong Financial Corporation January 2001 - September 2006
Skills
Financial Services, FINRA, Mutual Funds, Series 63, Asset Managment, Bloomberg, Fixed Income, Asset Management
Education
University of Phoenix 2004 — 2006
BS, Business Management
Wells Capital Management July 2014 - Present
Wells Capital Management November 2009 - July 2014
Wells Fargo Financial September 2006 - November 2009
Strong Financial Corporation January 2001 - September 2006
Skills
Financial Services, FINRA, Mutual Funds, Series 63, Asset Managment, Bloomberg, Fixed Income, Asset Management
Education
University of Phoenix 2004 — 2006
BS, Business Management
John Putzstuck's Wells Capital Management Experience Sales ManagerWells Fargo Mortgage2008 - Present
Job Sales Manager at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management Sales ManagerWells Fargo Mortgage2008 - Present
Wells Fargo Mortgage 2007 - Present
Wells Fargo Mortgage 2007 - Present
Wells Fargo Mortgage 2007 - 2008
Education
University of Notre Dame 1980 — 1985
Wells Capital Management Sales ManagerWells Fargo Mortgage2008 - Present
Wells Fargo Mortgage 2007 - Present
Wells Fargo Mortgage 2007 - Present
Wells Fargo Mortgage 2007 - 2008
Education
University of Notre Dame 1980 — 1985
John Peetz's Wells Capital Management Experience 2004 - 2006
Job Investment professional
Industry Investment Management
Experience
Bel Air Investment Advisors 2013 - 2014
First Pacific Advisors 2007 - 2012
Kayne Anderson Rudnick 2006 - 2007
Wells Capital Management 2004 - 2006
Putnam Investments 1999 - 2003
Skills
Hedge Funds, Investments, Equities, Alternative Investments
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
Yale University 1995 — 1999
BA, Economics
Bel Air Investment Advisors 2013 - 2014
First Pacific Advisors 2007 - 2012
Kayne Anderson Rudnick 2006 - 2007
Wells Capital Management 2004 - 2006
Putnam Investments 1999 - 2003
Skills
Hedge Funds, Investments, Equities, Alternative Investments
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
Yale University 1995 — 1999
BA, Economics
Andy Senft's Wells Capital Management Experience March 2001 - Present
Job Operations Manager at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management March 2001 - Present
Barclays Global Investors 1996 - 2000
Wells Fargo Nikko Investment Advisors 1988 - 1996
Skills
Asset Management, Fixed Income, Investment Management, Hedge Funds, Corporate Actions, Investments, Equities, Portfolio Management, Bloomberg, Derivatives, Mutual Funds, Asset Allocation, Securities, Financial Services, Alternative Investments, Trading Systems, Strategy, Asset Managment
Education
University of San Francisco 1985 — 1990
MBA, Accounting and Finance
University of Oregon - Charles H. Lundquist College of Business 1979 — 1983
Business Administration, Management and Operations
Wells Capital Management March 2001 - Present
Barclays Global Investors 1996 - 2000
Wells Fargo Nikko Investment Advisors 1988 - 1996
Skills
Asset Management, Fixed Income, Investment Management, Hedge Funds, Corporate Actions, Investments, Equities, Portfolio Management, Bloomberg, Derivatives, Mutual Funds, Asset Allocation, Securities, Financial Services, Alternative Investments, Trading Systems, Strategy, Asset Managment
Education
University of San Francisco 1985 — 1990
MBA, Accounting and Finance
University of Oregon - Charles H. Lundquist College of Business 1979 — 1983
Business Administration, Management and Operations
Philip Fishbane's Wells Capital Management Experience February 2008 - Present
Job Director at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management February 2008 - Present
Legg Mason March 2003 - February 2008
ING Funds November 1999 - March 2003
Education
University of Arizona 1995 — 1999
Economics
Wells Capital Management February 2008 - Present
Legg Mason March 2003 - February 2008
ING Funds November 1999 - March 2003
Education
University of Arizona 1995 — 1999
Economics
Bill Dove's Wells Capital Management Experience April 2007 - October 2012
Job Portfolio Manager at Abbot Downing
Industry Investment Management
Experience
Abbot Downing November 2012 - Present
Wells Capital Management April 2007 - October 2012
Lowry Hill August 2004 - April 2007
TCF Bank February 2002 - August 2004
American Express June 2000 - February 2002
Education
University of Saint Thomas - School of Business 2002 — 2005
M.B.A., Finance
University of Michigan 1996 — 2000
B.A., Economics, English
Abbot Downing November 2012 - Present
Wells Capital Management April 2007 - October 2012
Lowry Hill August 2004 - April 2007
TCF Bank February 2002 - August 2004
American Express June 2000 - February 2002
Education
University of Saint Thomas - School of Business 2002 — 2005
M.B.A., Finance
University of Michigan 1996 — 2000
B.A., Economics, English
Chad Fugere's Wells Capital Management Experience February 2008 - April 2015
Job Principal and Senior Research Analyst at First Light Asset Management
Industry Investment Management
Experience
First Light Asset Management April 2015 - Present
Wells Capital Management February 2008 - April 2015
Wachovia Capital Markets, LLC September 2007 - February 2008
Wachovia Capital Markets, LLC March 2004 - September 2007
Skills
Equity Research, Equities, Financial Modeling, Investments, Equity Valuation, Valuation, Asset Managment, Financial Analysis, Asset Allocation, Bloomberg, DCF, Healthcare
Education
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Finance
University of South Florida 1995 — 1999
BA, Economics
First Light Asset Management April 2015 - Present
Wells Capital Management February 2008 - April 2015
Wachovia Capital Markets, LLC September 2007 - February 2008
Wachovia Capital Markets, LLC March 2004 - September 2007
Skills
Equity Research, Equities, Financial Modeling, Investments, Equity Valuation, Valuation, Asset Managment, Financial Analysis, Asset Allocation, Bloomberg, DCF, Healthcare
Education
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Finance
University of South Florida 1995 — 1999
BA, Economics
Rick Bisignano's Wells Capital Management Experience March 2008 - Present
Job at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management March 2008 - Present
Bank of Ireland Asset Management November 2003 - February 2008
InterSec Research Corp, March 1998 - October 2003
Skills
Asset Management, Client Service, Mutual Funds, Alternative Investments, Investments, New Business Development, Equities, Investment Strategies, Asset Managment, Financial Services, Portfolio Management, Hedge Funds, Wealth Management
Education
University at Buffalo 1995 — 1998
B.S., Business Administration
University at Albany, SUNY 1993 — 1994
North Salem 1990 — 1993
Wells Capital Management March 2008 - Present
Bank of Ireland Asset Management November 2003 - February 2008
InterSec Research Corp, March 1998 - October 2003
Skills
Asset Management, Client Service, Mutual Funds, Alternative Investments, Investments, New Business Development, Equities, Investment Strategies, Asset Managment, Financial Services, Portfolio Management, Hedge Funds, Wealth Management
Education
University at Buffalo 1995 — 1998
B.S., Business Administration
University at Albany, SUNY 1993 — 1994
North Salem 1990 — 1993
Claudia Moen's Wells Capital Management Experience September 2013 - Present
Job Operations Manager International Equities/Foreign Exchange
Industry Investment Management
Experience
Wells Capital Management September 2013 - Present
Wells Capital Management January 2005 - Present
Strong Capital Management January 1998 - January 2005
Strong Capital Management June 1997 - January 1998
Strong Capital Management July 1996 - January 1998
CellularOne, Waukesha WI - currently US Cellular April 1994 - May 1996
Hunter Business Group April 1990 - April 1994
Skills
Strategic Planning, Operational Risk, Long-term Customer..., Operational Efficiency, Communication Skills, Team Leadership, Problem Solving, Collaboration, Equities, Investments, Management, Leadership, Analysis, Banking, Financial Services, Sales, Customer Service, Emerging Markets, Process Improvement, Risk Management
Education
University of Wisconsin-Madison 1985 — 1990
BA, International Relations, Spanish & Ibero-American Studies
Universidad Complutense de Madrid 1987 — 1988
Junior Year Abroad
Homestead High School
Wells Capital Management September 2013 - Present
Wells Capital Management January 2005 - Present
Strong Capital Management January 1998 - January 2005
Strong Capital Management June 1997 - January 1998
Strong Capital Management July 1996 - January 1998
CellularOne, Waukesha WI - currently US Cellular April 1994 - May 1996
Hunter Business Group April 1990 - April 1994
Skills
Strategic Planning, Operational Risk, Long-term Customer..., Operational Efficiency, Communication Skills, Team Leadership, Problem Solving, Collaboration, Equities, Investments, Management, Leadership, Analysis, Banking, Financial Services, Sales, Customer Service, Emerging Markets, Process Improvement, Risk Management
Education
University of Wisconsin-Madison 1985 — 1990
BA, International Relations, Spanish & Ibero-American Studies
Universidad Complutense de Madrid 1987 — 1988
Junior Year Abroad
Homestead High School
Ivan Magana, CFA's Wells Capital Management Experience January 2007 - August 2008
Job Fixed Income Trader at Wells Fargo Bank
Industry Investment Management
Experience
Wells Fargo September 2008 - Present
Wells Capital Management January 2007 - August 2008
Wells Capital Management June 2006 - January 2007
Wells Capital Management June 2005 - August 2005
Ernst & Young June 2004 - August 2004
Skills
Trading, Bonds, Bloomberg, Fixed Income, Equities, Capital Markets, Portfolio Management, Investments, Financial Modeling, Series 7, Valuation, Alternative Investments, Asset Allocation, Investment Management, Securities
Education
University of California, Berkeley 2002 — 2006
BS, Business Administration
Wells Fargo September 2008 - Present
Wells Capital Management January 2007 - August 2008
Wells Capital Management June 2006 - January 2007
Wells Capital Management June 2005 - August 2005
Ernst & Young June 2004 - August 2004
Skills
Trading, Bonds, Bloomberg, Fixed Income, Equities, Capital Markets, Portfolio Management, Investments, Financial Modeling, Series 7, Valuation, Alternative Investments, Asset Allocation, Investment Management, Securities
Education
University of California, Berkeley 2002 — 2006
BS, Business Administration
Leonid Rozkin's Wells Capital Management Experience April 2008 - August 2008
Job Associate at Francisco Partners
Industry Financial Services
Experience
Francisco Partners July 2012 - Present
J.P. Morgan June 2010 - July 2012
J.P. Morgan June 2009 - August 2009
Wells Capital Management April 2008 - August 2008
Education
University of California, Berkeley, Haas School of Business 2006 — 2010
BS/BA, Business Administration/Applied Mathematics
Francisco Partners July 2012 - Present
J.P. Morgan June 2010 - July 2012
J.P. Morgan June 2009 - August 2009
Wells Capital Management April 2008 - August 2008
Education
University of California, Berkeley, Haas School of Business 2006 — 2010
BS/BA, Business Administration/Applied Mathematics
Roman Leal, CFA's Wells Capital Management Experience 2002 - 2006
Job CoCEO at QueSee Inc
Industry Financial Services
Experience
QueSee Inc February 2015 - Present
PayPal May 2014 - Present
Goldman Sachs August 2010 - May 2014
Jefferies & Company December 2009 - August 2010
Merrill Lynch July 2007 - December 2009
Wells Capital Management 2002 - 2006
Skills
Equity Research, Equities, Portfolio Management, Private Equity, Financial Modeling, Fixed Income, Investment Banking, Emerging Markets, Financial Analysis, Valuation, Venture Capital, Equity Valuation, Capital Markets, Hedge Funds, Corporate Finance, Bloomberg, Investments, FinTech, Payments
Education
University of California, Berkeley 2001 — 2006
BA, Economics & Legal Studies
QueSee Inc February 2015 - Present
PayPal May 2014 - Present
Goldman Sachs August 2010 - May 2014
Jefferies & Company December 2009 - August 2010
Merrill Lynch July 2007 - December 2009
Wells Capital Management 2002 - 2006
Skills
Equity Research, Equities, Portfolio Management, Private Equity, Financial Modeling, Fixed Income, Investment Banking, Emerging Markets, Financial Analysis, Valuation, Venture Capital, Equity Valuation, Capital Markets, Hedge Funds, Corporate Finance, Bloomberg, Investments, FinTech, Payments
Education
University of California, Berkeley 2001 — 2006
BA, Economics & Legal Studies
Jorge Serres's Wells Capital Management Experience 2005 - 2005
Job Sr.IT Consultant/Solutions Architect/DBA/Business IntelligenceEnterprise Data Warehouse/Perf.Tuning & Optimization/ETL
Industry Financial Services
Experience
Bank of America February 2011 - March 2012
Electronic Arts September 2010 - December 2010
Intel February 2010 - September 2010
The Worker's Compensation Insurance Rating Bureau February 2009 - April 2009
LifeMasters Supported SelfCare May 2007 - September 2008
Ecast 2006 - 2007
Wells Capital Management 2005 - 2005
Bank of America 2003 - 2004
Northern California Cancer Center 2001 - 2001
Skills
DBA/BI/Database Modeling, SSMS/SSIS/SSRS/SSAS, TSQL/PHP/PYTHON/C#/.NET/..., ETL, Databases, Troubleshooting, Optimization, Performance Tuning, Disaster Recovery, Data Modeling, T-SQL, Data Warehousing, SQL Server, Architecture, SSRS, SQL, Database Design, Business Intelligence, Integration, Crystal Reports, C#, OLAP, Windows, Access, Modeling, Business Analysis, Visual Studio, HTML, SSAS, Programming, Data Analysis, Analysis, Software Development, C, Microsoft Office, Program Management, Planning, Process Engineering, Visual Basic, Healthcare, Database Management, Process Development, SSIS, Replication, VBScript, OLTP, Log Shipping, Servers, Database Development, Stored Procedures
Education
Universidad Católica Andrés Bello 1974 — 1979
MS Industrial Engineering, Engineering
Universidad Católica Andrés Bello
Masters Science, Industrial Engineer
Bank of America February 2011 - March 2012
Electronic Arts September 2010 - December 2010
Intel February 2010 - September 2010
The Worker's Compensation Insurance Rating Bureau February 2009 - April 2009
LifeMasters Supported SelfCare May 2007 - September 2008
Ecast 2006 - 2007
Wells Capital Management 2005 - 2005
Bank of America 2003 - 2004
Northern California Cancer Center 2001 - 2001
Skills
DBA/BI/Database Modeling, SSMS/SSIS/SSRS/SSAS, TSQL/PHP/PYTHON/C#/.NET/..., ETL, Databases, Troubleshooting, Optimization, Performance Tuning, Disaster Recovery, Data Modeling, T-SQL, Data Warehousing, SQL Server, Architecture, SSRS, SQL, Database Design, Business Intelligence, Integration, Crystal Reports, C#, OLAP, Windows, Access, Modeling, Business Analysis, Visual Studio, HTML, SSAS, Programming, Data Analysis, Analysis, Software Development, C, Microsoft Office, Program Management, Planning, Process Engineering, Visual Basic, Healthcare, Database Management, Process Development, SSIS, Replication, VBScript, OLTP, Log Shipping, Servers, Database Development, Stored Procedures
Education
Universidad Católica Andrés Bello 1974 — 1979
MS Industrial Engineering, Engineering
Universidad Católica Andrés Bello
Masters Science, Industrial Engineer
Debbi Tippett's Wells Capital Management Experience July 2006 - Present
Job Marketing at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management July 2006 - Present
Mesa Components, LLC March 1998 - June 2006
Education
University of California, San Diego 1980 — 1985
BSME, Bioengineering
manhattan wine auction
Wells Capital Management July 2006 - Present
Mesa Components, LLC March 1998 - June 2006
Education
University of California, San Diego 1980 — 1985
BSME, Bioengineering
manhattan wine auction
Steven Pfeiffer's Wells Capital Management Experience December 2005 - Present
Job Senior High Yield Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management December 2005 - Present
Columbia Management August 1999 - October 2005
Skills
Chartered Financial...
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Finance
Wells Capital Management December 2005 - Present
Columbia Management August 1999 - October 2005
Skills
Chartered Financial...
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Finance
Carl Adams's Wells Capital Management Experience September 2000 - November 2005
Job Portfolio Manager at Delphi Private Advisors
Industry Investment Management
Experience
Delphi Private Advisors November 2009 - Present
J.S. Oliver Capital Management April 2006 - July 2008
Wells Capital Management September 2000 - November 2005
Skills
Portfolio Management, Investments, Equities, Asset Allocation, Asset Management, Investment Management, Financial Modeling, Wealth Management, Investment Strategies, Investment Advisory, Financial Analysis, Strategic Financial..., Mergers & Acquisitions, Retirement Planning, Valuation
Education
University of Arizona 1994 — 1998
•Bachelor of Science, Finance
Delphi Private Advisors November 2009 - Present
J.S. Oliver Capital Management April 2006 - July 2008
Wells Capital Management September 2000 - November 2005
Skills
Portfolio Management, Investments, Equities, Asset Allocation, Asset Management, Investment Management, Financial Modeling, Wealth Management, Investment Strategies, Investment Advisory, Financial Analysis, Strategic Financial..., Mergers & Acquisitions, Retirement Planning, Valuation
Education
University of Arizona 1994 — 1998
•Bachelor of Science, Finance
Ken Salinger, CFA's Wells Capital Management Experience May 2006 - March 2008
Job Managing Director and Portfolio Manager
Industry Investment Management
Experience
Charles Schwab March 2008 - Present
Wells Capital Management May 2006 - March 2008
American Century Investments April 1992 - April 2006
Education
CFA Institute 1997 — 1997
CFA, Chartered Financial Analyst Designation
University of California, San Diego 1988 — 1992
BA, Quantitative Economics
Charles Schwab March 2008 - Present
Wells Capital Management May 2006 - March 2008
American Century Investments April 1992 - April 2006
Education
CFA Institute 1997 — 1997
CFA, Chartered Financial Analyst Designation
University of California, San Diego 1988 — 1992
BA, Quantitative Economics
Sharon Starkey Bramley's Wells Capital Management Experience 2008 - 2010
Job IT Program Manager at Lowe's Companies, Inc.
Industry Retail
Experience
Lowe's Companies, Inc. August 2014 - Present
Bank of America February 2011 - July 2014
Wells Fargo February 2010 - February 2011
Wells Capital Management 2008 - 2010
My Customer Cards 2006 - 2010
Bramley Training 1997 - 2007
Moore & Van Allen, PLLC 1995 - 1997
ExecuTrain 1994 - 1995
CalComp Inc. 1988 - 1993
Skills
Sales, Project Management, Relationship Management, Leadership, Process Improvement, Credit, Banking, Financial Analysis, Risk Management, Finance, Loans, Business Analysis, Vendor Management, Financial Modeling, Strategy, Investments, Analysis, Management, Mortgage Lending, Change Management, Portfolio Management, Program Management, Strategic Planning, PCI DSS, Cyber-security, Tokenization, Encryption
Education
University of California, Irvine 1985 — 1989
BA
Lowe's Companies, Inc. August 2014 - Present
Bank of America February 2011 - July 2014
Wells Fargo February 2010 - February 2011
Wells Capital Management 2008 - 2010
My Customer Cards 2006 - 2010
Bramley Training 1997 - 2007
Moore & Van Allen, PLLC 1995 - 1997
ExecuTrain 1994 - 1995
CalComp Inc. 1988 - 1993
Skills
Sales, Project Management, Relationship Management, Leadership, Process Improvement, Credit, Banking, Financial Analysis, Risk Management, Finance, Loans, Business Analysis, Vendor Management, Financial Modeling, Strategy, Investments, Analysis, Management, Mortgage Lending, Change Management, Portfolio Management, Program Management, Strategic Planning, PCI DSS, Cyber-security, Tokenization, Encryption
Education
University of California, Irvine 1985 — 1989
BA
Cathy Dudley, CFA's Wells Capital Management Experience August 2009 - May 2014
Job Sr. Relationship Manager, Retired
Industry Investment Management
Experience
Wells Capital Management August 2009 - May 2014
Evergreen Investments March 2005 - August 2009
Evergreen Investments September 2002 - August 2009
Evergreen Investments September 2002 - March 2005
State Street Research January 1998 - September 2002
State Street Research & Management January 1998 - September 2002
Chancellor Capital Management October 1995 - January 1998
Chancellor Capital Management October 1995 - January 1998
The Phoenix Companies April 1985 - October 1995
Phoenix Investment Counsel January 1985 - January 1995
Skills
Asset Managment, CRM, New Business Development, Portfolio Management, Equities, Investments, Investment Management, Mutual Funds, Asset Allocation, Alternative Investments, Series 7, Fixed Income
Education
The University of Connecticut
BA, German; Economics
University of Vermont
Economics, German
Universität Salzburg
German
Wells Capital Management August 2009 - May 2014
Evergreen Investments March 2005 - August 2009
Evergreen Investments September 2002 - August 2009
Evergreen Investments September 2002 - March 2005
State Street Research January 1998 - September 2002
State Street Research & Management January 1998 - September 2002
Chancellor Capital Management October 1995 - January 1998
Chancellor Capital Management October 1995 - January 1998
The Phoenix Companies April 1985 - October 1995
Phoenix Investment Counsel January 1985 - January 1995
Skills
Asset Managment, CRM, New Business Development, Portfolio Management, Equities, Investments, Investment Management, Mutual Funds, Asset Allocation, Alternative Investments, Series 7, Fixed Income
Education
The University of Connecticut
BA, German; Economics
University of Vermont
Economics, German
Universität Salzburg
German
David G. Dillon, CFA's Wells Capital Management Experience 2002 - 2007
Job Senior Investment Analyst Information Technology at Ashfield Capital Partners, LLC
Industry Investment Management
Experience
Ashfield Capital Partners, LLC August 2012 - Present
HighMark Capital Management 2007 - August 2012
Wells Capital Management 2002 - 2007
JP Morgan H&Q 2000 - 2002
Skills
Equities, Investments, Equity Research, Asset Management, Portfolio Management, Mutual Funds, Technology, Semiconductor Industry, Hedge Funds, Bloomberg
Education
University of California, Santa Barbara 1988 — 1992
BA, Business Economics
Ashfield Capital Partners, LLC August 2012 - Present
HighMark Capital Management 2007 - August 2012
Wells Capital Management 2002 - 2007
JP Morgan H&Q 2000 - 2002
Skills
Equities, Investments, Equity Research, Asset Management, Portfolio Management, Mutual Funds, Technology, Semiconductor Industry, Hedge Funds, Bloomberg
Education
University of California, Santa Barbara 1988 — 1992
BA, Business Economics
Dipti Athalye's Wells Capital Management Experience January 2012 - November 2012
Job .Net Developer at Nowcom
Industry Financial Services
Experience
Nowcom September 2013 - Present
City National Bank November 2012 - September 2013
Wells Capital Management January 2012 - November 2012
City of Burbank April 2009 - August 2010
Infosys December 2003 - December 2008
Skills
XML, Software Project..., .NET, Unix, Microsoft SQL Server, SQL, Requirements Analysis, SDLC, Oracle, Business Analysis, Requirements Gathering, Software Development, Unix Shell Scripting, C#, Testing
Education
University of Mumbai 2000 — 2003
BE, Electronics
Nowcom September 2013 - Present
City National Bank November 2012 - September 2013
Wells Capital Management January 2012 - November 2012
City of Burbank April 2009 - August 2010
Infosys December 2003 - December 2008
Skills
XML, Software Project..., .NET, Unix, Microsoft SQL Server, SQL, Requirements Analysis, SDLC, Oracle, Business Analysis, Requirements Gathering, Software Development, Unix Shell Scripting, C#, Testing
Education
University of Mumbai 2000 — 2003
BE, Electronics
John Krueger, CFA's Wells Capital Management Experience September 2010 - Present
Job Product Specialist at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management September 2010 - Present
Cleary Gull Inc. January 1998 - October 2010
M&I Bank June 1992 - December 1997
Education
The University of Chicago Booth School of Business 1998 — 2001
MBA, Finance
University of Wisconsin-Whitewater 1988 — 1992
BBA, Finance
Wells Capital Management September 2010 - Present
Cleary Gull Inc. January 1998 - October 2010
M&I Bank June 1992 - December 1997
Education
The University of Chicago Booth School of Business 1998 — 2001
MBA, Finance
University of Wisconsin-Whitewater 1988 — 1992
BBA, Finance
Ashley Parish's Wells Capital Management Experience December 2007 - Present
Job Client Relations Director SubAdvisory at Wells Fargo Asset Management
Industry Financial Services
Experience
Wells Fargo Asset Management April 2013 - Present
Wells Capital Management December 2007 - Present
Evergreen Investments December 2007 - January 2009
Wachovia Securities, LLC June 2000 - December 2007
Skills
Securities, Fixed Income
Education
University of Michigan 1996 — 2000
Bachelors, Economics
Wells Fargo Asset Management April 2013 - Present
Wells Capital Management December 2007 - Present
Evergreen Investments December 2007 - January 2009
Wachovia Securities, LLC June 2000 - December 2007
Skills
Securities, Fixed Income
Education
University of Michigan 1996 — 2000
Bachelors, Economics
Chris Lofgren's Wells Capital Management Experience September 2006 - Present
Job manager at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management September 2006 - Present
Charles Schwab & Co., Inc. 2001 - 2006
MONTGOMERY SECURITIES, LLC 1993 - 2001
Banc of America Securities March 1993 - December 2000
Skills
Equities, Asset Management, Fixed Income, Capital Markets, Financial Services, Portfolio Management, Hedge Funds, Mutual Funds, Investments, Risk Management, Securities
Education
University of California, Berkeley 1981 — 1989
BA, Biology
University of California, Berkeley
Bachelor's degree, Biology, General
Wells Capital Management September 2006 - Present
Charles Schwab & Co., Inc. 2001 - 2006
MONTGOMERY SECURITIES, LLC 1993 - 2001
Banc of America Securities March 1993 - December 2000
Skills
Equities, Asset Management, Fixed Income, Capital Markets, Financial Services, Portfolio Management, Hedge Funds, Mutual Funds, Investments, Risk Management, Securities
Education
University of California, Berkeley 1981 — 1989
BA, Biology
University of California, Berkeley
Bachelor's degree, Biology, General
Kenneth Lee, CFA's Wells Capital Management Experience 1997 - 1999
Job Partner at Malahat Spirits
Industry Wine and Spirits
Experience
Malahat Spirits LLC 2012 - Present
Rice Hall James & Associates, LLC 2006 - 2008
Gartmore 2004 - 2006
Nicholas Applegate 1999 - 2003
Wells Capital Management 1997 - 1999
Wells Fargo 1993 - 1997
Skills
Portfolio Management, Hedge Funds, Investment Management, Alternative Assets, Asset Allocation, Institutional Investors, High Net Worth..., Start-ups, Strategic Planning, Contract Negotiation, Asset Management
Education
CFA Charterholder
University of California, Davis
Bachelor of Arts (B.A.), Economics/Organizational Studies
Malahat Spirits LLC 2012 - Present
Rice Hall James & Associates, LLC 2006 - 2008
Gartmore 2004 - 2006
Nicholas Applegate 1999 - 2003
Wells Capital Management 1997 - 1999
Wells Fargo 1993 - 1997
Skills
Portfolio Management, Hedge Funds, Investment Management, Alternative Assets, Asset Allocation, Institutional Investors, High Net Worth..., Start-ups, Strategic Planning, Contract Negotiation, Asset Management
Education
CFA Charterholder
University of California, Davis
Bachelor of Arts (B.A.), Economics/Organizational Studies
Mark Southern's Wells Capital Management Experience November 2009 - December 2013
Job Head of Investment Product Risk at Wells Fargo Bank
Industry Investment Management
Experience
Wells Fargo Bank January 2014 - Present
Wells Capital Management November 2009 - December 2013
Evergreen Investments 2002 - 2009
Evergreen Investments 2000 - 2002
Wachovia Bank 1997 - 2000
Skills
Bloomberg (including..., Microsoft Office expert, Factset, Morningstar, Word, Excel, PowerPoint, Access, Outlook, VBA, Bloomberg, Research, Fixed Income, Lotus Notes, Budgeting, Adobe Acrobat, Bloomberg Terminal, Administration, Equities, Derivatives, Portia, Performance Attribution, Bonds, Mutual Funds, Investments, Risk Management, Credit, Risk, Asset Management, Securities, Capital Markets, Financial Analysis, Financial Modeling, Investment Strategies, Due Diligence, Financial Markets, Industry Analysis, Structured Products, Banking, Options, Economics, Credit Risk
Education
University of Florida
B.S., Finance
Wells Fargo Bank January 2014 - Present
Wells Capital Management November 2009 - December 2013
Evergreen Investments 2002 - 2009
Evergreen Investments 2000 - 2002
Wachovia Bank 1997 - 2000
Skills
Bloomberg (including..., Microsoft Office expert, Factset, Morningstar, Word, Excel, PowerPoint, Access, Outlook, VBA, Bloomberg, Research, Fixed Income, Lotus Notes, Budgeting, Adobe Acrobat, Bloomberg Terminal, Administration, Equities, Derivatives, Portia, Performance Attribution, Bonds, Mutual Funds, Investments, Risk Management, Credit, Risk, Asset Management, Securities, Capital Markets, Financial Analysis, Financial Modeling, Investment Strategies, Due Diligence, Financial Markets, Industry Analysis, Structured Products, Banking, Options, Economics, Credit Risk
Education
University of Florida
B.S., Finance
Greg Genung, CFA, CAIA's Wells Capital Management Experience June 2002 - April 2012
Job Vice President, Option Strategies Group at Wells Fargo & Co
Industry Capital Markets
Experience
Wells Fargo & Co April 2012 - Present
Wells Capital Management June 2002 - April 2012
Wells Capital Management January 2001 - June 2002
Norwest Investment Services, Inc January 1994 - December 2000
Skills
Mutual Funds, Asset Allocation, Derivatives, Portfolio Management, Bonds, Securities, Options, Fixed Income, Asset Management, Investment Policy, Capital Markets, Investment Strategies, Fixed Income Trading, Financial Markets, Trading Systems, Wealth Management, Investments
Education
University of Minnesota Duluth 1983 — 1987
BBA, Finance, Economics
Edina High School (MN) 1980 — 1983
National Futures Association
Series 3 - National Commodity Futures Exam
University of Minnesota-Twin Cities
Wells Fargo & Co April 2012 - Present
Wells Capital Management June 2002 - April 2012
Wells Capital Management January 2001 - June 2002
Norwest Investment Services, Inc January 1994 - December 2000
Skills
Mutual Funds, Asset Allocation, Derivatives, Portfolio Management, Bonds, Securities, Options, Fixed Income, Asset Management, Investment Policy, Capital Markets, Investment Strategies, Fixed Income Trading, Financial Markets, Trading Systems, Wealth Management, Investments
Education
University of Minnesota Duluth 1983 — 1987
BBA, Finance, Economics
Edina High School (MN) 1980 — 1983
National Futures Association
Series 3 - National Commodity Futures Exam
University of Minnesota-Twin Cities
Kevin Curran CFA CMT's Wells Capital Management Experience July 2010 - Present
Job Senior Analyst, Financial / FinTech Sector at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management July 2010 - Present
Phineus Partners LP June 2009 - June 2010
Stark Investments July 2007 - October 2008
The Olayan Group September 2003 - July 2007
Schroders December 1994 - February 2002
Skills
Portfolio Management, Investments, Finance, Financial Services, Banking, Economics, Insurance, Hedge Funds, Equity Research, Bloomberg, Fixed Income, Alternative Investments, Asset Management, Capital Markets, Investment Management
Education
The University of Manchester
BA(Econ), Economics
Wells Capital Management July 2010 - Present
Phineus Partners LP June 2009 - June 2010
Stark Investments July 2007 - October 2008
The Olayan Group September 2003 - July 2007
Schroders December 1994 - February 2002
Skills
Portfolio Management, Investments, Finance, Financial Services, Banking, Economics, Insurance, Hedge Funds, Equity Research, Bloomberg, Fixed Income, Alternative Investments, Asset Management, Capital Markets, Investment Management
Education
The University of Manchester
BA(Econ), Economics
Elias Tacher's Wells Capital Management Experience July 2009 - Present
Job Intern at Wells Capital Management
Industry Banking
Experience
Wells Capital Management July 2009 - Present
Blue Cross Blue Shield of Delaware March 2009 - May 2009
Union Bank of Switzerland June 2008 - August 2008
Bristal Assisted Living June 2002 - June 2006
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BS, Finance
Wells Capital Management July 2009 - Present
Blue Cross Blue Shield of Delaware March 2009 - May 2009
Union Bank of Switzerland June 2008 - August 2008
Bristal Assisted Living June 2002 - June 2006
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BS, Finance
Brandon Pae's Wells Capital Management Experience February 2015 - Present
Job Senior Fixed Income Portfolio Analyst at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management February 2015 - Present
Wells Capital Management January 2012 - February 2015
Morgan Keegan November 2011 - December 2011
University of California, Berkeley June 2010 - November 2011
Wedbush Securities September 2011 - October 2011
California Community Foundation May 2009 - June 2009
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers July 2005 - June 2007
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
University of California, Berkeley 2001 — 2005
BA, Economics and Political Science
Wells Capital Management February 2015 - Present
Wells Capital Management January 2012 - February 2015
Morgan Keegan November 2011 - December 2011
University of California, Berkeley June 2010 - November 2011
Wedbush Securities September 2011 - October 2011
California Community Foundation May 2009 - June 2009
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers July 2005 - June 2007
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
University of California, Berkeley 2001 — 2005
BA, Economics and Political Science
Anita Speciale's Wells Capital Management Experience January 2003 - September 2009
Job Consultant and Coowner at Enfold Wines
Industry Investment Management
Experience
Independent Consultant, Financial Services January 2010 - Present
Enfold Wines September 2005 - Present
Wells Capital Management January 2003 - September 2009
Montgomery Asset Management 1994 - 2003
Skills
Investments, Equities, Asset Management, Mutual Funds, Financial Writing, Sales Management
Education
University of California, Berkeley 1979 — 1981
MBA, Finance
Notre Dame High School, San Jose
Independent Consultant, Financial Services January 2010 - Present
Enfold Wines September 2005 - Present
Wells Capital Management January 2003 - September 2009
Montgomery Asset Management 1994 - 2003
Skills
Investments, Equities, Asset Management, Mutual Funds, Financial Writing, Sales Management
Education
University of California, Berkeley 1979 — 1981
MBA, Finance
Notre Dame High School, San Jose
Jennifer Amendolare's Wells Capital Management Experience November 2013 - Present
Job Business Systems Consultant 4 at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management November 2013 - Present
Wells Fargo November 2009 - Present
Evergreen Investments December 2006 - January 2010
Evergreen Investments November 2003 - December 2006
Boston Financial Data Services October 1998 - April 2003
Skills
Project Management, Process Improvement, Relationship Management, Financial Services, Mutual Funds, Software Documentation, Leadership, Management, Securities, Series 63, Mergers & Acquisitions, Integration, CRM
Education
University of Massachusetts, Amherst 1983 — 1987
BA, Economics
Wells Capital Management November 2013 - Present
Wells Fargo November 2009 - Present
Evergreen Investments December 2006 - January 2010
Evergreen Investments November 2003 - December 2006
Boston Financial Data Services October 1998 - April 2003
Skills
Project Management, Process Improvement, Relationship Management, Financial Services, Mutual Funds, Software Documentation, Leadership, Management, Securities, Series 63, Mergers & Acquisitions, Integration, CRM
Education
University of Massachusetts, Amherst 1983 — 1987
BA, Economics
Jamie Berkowitz's Wells Capital Management Experience 1998 - 1999
Job Accounting Professional
Industry Accounting
Experience
The Sharper Image 1999 - 2004
Wells Capital Management 1998 - 1999
Health Management Technologies 1995 - 1998
Skills
Customer Service, Inventory Management, Retail, QuickBooks
Education
Thunderbird School of Global Management 1992 — 1993
MBA, International Business
University of California, Santa Cruz 1987 — 1990
BA, Business Economics
The Sharper Image 1999 - 2004
Wells Capital Management 1998 - 1999
Health Management Technologies 1995 - 1998
Skills
Customer Service, Inventory Management, Retail, QuickBooks
Education
Thunderbird School of Global Management 1992 — 1993
MBA, International Business
University of California, Santa Cruz 1987 — 1990
BA, Business Economics
Stephen Kensinger's Wells Capital Management Experience 1999 - 2005
Job
Industry Investment Management
Experience
Allstate 2007 - 2009
Wells Capital Management 1999 - 2005
Wilke/Thompson Capital Management 1994 - 1999
Norwest Bank Minnesota, N.A. 1987 - 1994
First National Bank 1980 - 1987
United States Marine Corps 1969 - 1973
Skills
Customer Service, Investments, Public Speaking, Budgets, Equities, Portfolio Management, Sales Management, Strategic Planning, Microsoft Excel, Asset Management, Securities
Education
University of Iowa
Master of Business Administration (MBA), Finance
University of Iowa
Bachelor of Business Administration (BBA), Accounting
Allstate 2007 - 2009
Wells Capital Management 1999 - 2005
Wilke/Thompson Capital Management 1994 - 1999
Norwest Bank Minnesota, N.A. 1987 - 1994
First National Bank 1980 - 1987
United States Marine Corps 1969 - 1973
Skills
Customer Service, Investments, Public Speaking, Budgets, Equities, Portfolio Management, Sales Management, Strategic Planning, Microsoft Excel, Asset Management, Securities
Education
University of Iowa
Master of Business Administration (MBA), Finance
University of Iowa
Bachelor of Business Administration (BBA), Accounting
David Behnke's Wells Capital Management Experience
Job BSC Team Lead at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management
Education
University of Richmond - Robins School of Business
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University
Bachelor of Science (B.S.), Finance and Financial Management Services
Wells Capital Management
Education
University of Richmond - Robins School of Business
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University
Bachelor of Science (B.S.), Finance and Financial Management Services
Bridget Powers's Wells Capital Management Experience June 2000 - Present
Job Internet Entrepreneur
Industry Internet
Experience
Madstyle.biz January 2011 - Present
SHOP.COM February 2010 - Present
SHOP.COM January 2010 - Present
Wells Capital Management June 2000 - Present
Wells Capital Management 2001 - 2011
Market America January 2010 - November 2010
Skills
Financial Analysis, Financial Markets, Credit Analysis, Investment Management, Fixed Income Analysis, Analysis, Fixed Income, Portfolio Management, Bloomberg, Investments, Sales, Alternative Investments, Asset Allocation, Asset Management, Bonds, Customer Service, Entrepreneurship, Investment Strategies, Mutual Funds, Team Building
Education
University of Minnesota - Carlson School of Management
Finance, Finance and computer science
Rick Chicks
Madstyle.biz January 2011 - Present
SHOP.COM February 2010 - Present
SHOP.COM January 2010 - Present
Wells Capital Management June 2000 - Present
Wells Capital Management 2001 - 2011
Market America January 2010 - November 2010
Skills
Financial Analysis, Financial Markets, Credit Analysis, Investment Management, Fixed Income Analysis, Analysis, Fixed Income, Portfolio Management, Bloomberg, Investments, Sales, Alternative Investments, Asset Allocation, Asset Management, Bonds, Customer Service, Entrepreneurship, Investment Strategies, Mutual Funds, Team Building
Education
University of Minnesota - Carlson School of Management
Finance, Finance and computer science
Rick Chicks
Paul Mittendorff's Wells Capital Management Experience November 2012 - Present
Job Operations Analyst at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management November 2012 - Present
LOYAL3 April 2011 - November 2012
Natixis Global Associates International February 2008 - October 2010
Skills
Asset Managment
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts, History
Wells Capital Management November 2012 - Present
LOYAL3 April 2011 - November 2012
Natixis Global Associates International February 2008 - October 2010
Skills
Asset Managment
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts, History
Thomas D. Wooden, CFA's Wells Capital Management Experience 2008 - 2014
Job SVP, Lead Portfolio Manager at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management 2014 - Present
Wells Capital Management 2008 - 2014
Artisan Partners 1999 - 2007
US Air Force 1996 - 1999
US Air Force 1993 - 1996
Skills
Equity Research, Equity Valuation
Education
United States Air Force Academy 1981 — 1985
BS, Business Management
Northern Trust Asset Management 2014 - Present
Wells Capital Management 2008 - 2014
Artisan Partners 1999 - 2007
US Air Force 1996 - 1999
US Air Force 1993 - 1996
Skills
Equity Research, Equity Valuation
Education
United States Air Force Academy 1981 — 1985
BS, Business Management
Christine Bilyk's Wells Capital Management Experience April 2011 - April 2013
Job Trading Operations at Driehaus Capital Management
Industry Investment Management
Experience
Driehaus Capital Management May 2013 - Present
Wells Capital Management April 2011 - April 2013
Austrade July 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - September 2010
Skills
Economics, Stata, Asset Management, Equities, Trading, Bloomberg, FX trading, Investment Strategies, Investments, Portfolio Management, Fixed Income, Mutual Funds, Options, Investment Management...
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Northwestern University 2007 — 2011
BA
University of Sydney 2010 — 2010
Driehaus Capital Management May 2013 - Present
Wells Capital Management April 2011 - April 2013
Austrade July 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - September 2010
Skills
Economics, Stata, Asset Management, Equities, Trading, Bloomberg, FX trading, Investment Strategies, Investments, Portfolio Management, Fixed Income, Mutual Funds, Options, Investment Management...
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Northwestern University 2007 — 2011
BA
University of Sydney 2010 — 2010
Kevin Page's Wells Capital Management Experience October 2000 - Present
Job Managing Director at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management October 2000 - Present
First Security Invstment Management July 1996 - October 2000
First Interstate Bank May 1986 - June 1996
Skills
Equities, Institutional Marketing, Asset Allocation, Investment Strategies
Education
University of Nevada-Las Vegas 1986 — 1987
MBA
Universtiy of Nevada, Las Vegas 1983 — 1986
B.S, Finance
Wells Capital Management October 2000 - Present
First Security Invstment Management July 1996 - October 2000
First Interstate Bank May 1986 - June 1996
Skills
Equities, Institutional Marketing, Asset Allocation, Investment Strategies
Education
University of Nevada-Las Vegas 1986 — 1987
MBA
Universtiy of Nevada, Las Vegas 1983 — 1986
B.S, Finance
Darrick Yong's Wells Capital Management Experience December 2013 - Present
Job Compliance Consultant at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management December 2013 - Present
Charles Schwab July 2012 - December 2013
Clean Power Finance February 2012 - July 2012
Morgan Stanley Smith Barney May 2009 - July 2011
BlackRock Inc June 2010 - September 2010
Skills
Mutual Funds, Fixed Income, Equities, Investments, ETFs, Microsoft Excel, Retirement Planning, Wealth Management, Asset Allocation, Portfolio Management, Bonds, Options, Financial Advisory
Education
University of California, Santa Cruz 2007 — 2011
Bachelor of Arts, Business Management Economics
Wells Capital Management December 2013 - Present
Charles Schwab July 2012 - December 2013
Clean Power Finance February 2012 - July 2012
Morgan Stanley Smith Barney May 2009 - July 2011
BlackRock Inc June 2010 - September 2010
Skills
Mutual Funds, Fixed Income, Equities, Investments, ETFs, Microsoft Excel, Retirement Planning, Wealth Management, Asset Allocation, Portfolio Management, Bonds, Options, Financial Advisory
Education
University of California, Santa Cruz 2007 — 2011
Bachelor of Arts, Business Management Economics
Dylan Windham's Wells Capital Management Experience November 2004 - April 2005
Job Portfolio Manager Vice President at Westamerica Bancorporation
Industry Investment Management
Experience
Westamerica Bancorporation July 2015 - Present
Mellon Capital Management September 2007 - March 2013
Barclays Global Investors April 2005 - January 2006
Wells Capital Management November 2004 - April 2005
PIMCO May 2001 - October 2004
Skills
Fixed Income, Mortgage Backed..., Asset Backed Securities, Hedge Funds, MBS, ABS, Structured Products, ETFs, Alternative Investments, Bonds, CMBS, Bloomberg, Portfolio Management, Trading, Asset Management
Education
Haas School of Business, UC Berkeley 1998 — 2000
MBA, Finance
University of California, Berkeley 1989 — 1993
Bachelor of Arts, Economics
Westamerica Bancorporation July 2015 - Present
Mellon Capital Management September 2007 - March 2013
Barclays Global Investors April 2005 - January 2006
Wells Capital Management November 2004 - April 2005
PIMCO May 2001 - October 2004
Skills
Fixed Income, Mortgage Backed..., Asset Backed Securities, Hedge Funds, MBS, ABS, Structured Products, ETFs, Alternative Investments, Bonds, CMBS, Bloomberg, Portfolio Management, Trading, Asset Management
Education
Haas School of Business, UC Berkeley 1998 — 2000
MBA, Finance
University of California, Berkeley 1989 — 1993
Bachelor of Arts, Economics
Susan Ferber's Wells Capital Management Experience August 2014 - Present
Job Senior Director, Institutional Client Relations at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management August 2014 - Present
Mutual of America Capital Management 1999 - July 2014
Fred Alger Management, Inc. 1998 - 1999
Argus Investors' Counsel 1995 - 1998
Chase Manhattan Bank, Global Capital Markets 1989 - 1995
Skills
Equities, Fixed Income, LDI, International..., Emerging Markets, Derivatives, Alternative Investments, Hedge Funds, Managed Futures, Private Equity, Asset Allocation, Pension Funds, Defined Benefit, Defined Contribution, Mutual Funds, Fund Of Funds, Investor Relations, Portfolio Management, Institutional..., Asset Management, Capital Markets, Investments
Education
NYU - Leonard N. Stern Graduate School of Business
Masters of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School
Bachelors of Science in Economics (B.S.E.)
Wells Capital Management August 2014 - Present
Mutual of America Capital Management 1999 - July 2014
Fred Alger Management, Inc. 1998 - 1999
Argus Investors' Counsel 1995 - 1998
Chase Manhattan Bank, Global Capital Markets 1989 - 1995
Skills
Equities, Fixed Income, LDI, International..., Emerging Markets, Derivatives, Alternative Investments, Hedge Funds, Managed Futures, Private Equity, Asset Allocation, Pension Funds, Defined Benefit, Defined Contribution, Mutual Funds, Fund Of Funds, Investor Relations, Portfolio Management, Institutional..., Asset Management, Capital Markets, Investments
Education
NYU - Leonard N. Stern Graduate School of Business
Masters of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School
Bachelors of Science in Economics (B.S.E.)
Beverly Mohr's Wells Capital Management Experience May 2001 - Present
Job Research Assistant at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management May 2001 - Present
Stein Roe August 1978 - February 2001
Education
University of Illinois at Urbana-Champaign 1974 — 1978
Bachelor's degree, Political Science and Government
Immaculate Heart of Mary 1970 — 1974
Immaculate Heart of Mary
Wells Capital Management May 2001 - Present
Stein Roe August 1978 - February 2001
Education
University of Illinois at Urbana-Champaign 1974 — 1978
Bachelor's degree, Political Science and Government
Immaculate Heart of Mary 1970 — 1974
Immaculate Heart of Mary
Jim Beall's Wells Capital Management Experience October 2006 - March 2015
Job Apps Systems Engineer at Wells Capital Management
Industry Investment Management
Experience
Wells Fargo Securities March 2015 - Present
Wells Capital Management October 2006 - March 2015
Wachovia October 1998 - October 2006
Skills
JSP, Spring, Java, JavaScript, XML, XPath, Oracle SQL, JBoss Seam, Hibernate, Sonic ESB, ASP, HTML, Unix Shell Scripting, Maven2, Microsoft SQL Server, Sybase, RichFaces, Sonic MQ, Apache Camel, Apache XMLBeans, Apache BeanIO, JBoss Application Server, Apache ServiceMix, Apache ActiveMQ
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1996
Bachelor of Science (B.S.), Commercial Banking
Wells Fargo Securities March 2015 - Present
Wells Capital Management October 2006 - March 2015
Wachovia October 1998 - October 2006
Skills
JSP, Spring, Java, JavaScript, XML, XPath, Oracle SQL, JBoss Seam, Hibernate, Sonic ESB, ASP, HTML, Unix Shell Scripting, Maven2, Microsoft SQL Server, Sybase, RichFaces, Sonic MQ, Apache Camel, Apache XMLBeans, Apache BeanIO, JBoss Application Server, Apache ServiceMix, Apache ActiveMQ
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1996
Bachelor of Science (B.S.), Commercial Banking
Marianne Beyer, CFA's Wells Capital Management Experience July 2010 - Present
Job High Yield Research Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management July 2010 - Present
Wells Capital Management July 2008 - July 2010
Skills
Fixed Income, Bloomberg, High Yield Bonds, Leveraged Loans, Collateralized Loan..., CLO, Credit Research, Financial Modeling
Education
University of Notre Dame
Bachelor of Business Administration (BBA), Finance and Mathematics
Wells Capital Management July 2010 - Present
Wells Capital Management July 2008 - July 2010
Skills
Fixed Income, Bloomberg, High Yield Bonds, Leveraged Loans, Collateralized Loan..., CLO, Credit Research, Financial Modeling
Education
University of Notre Dame
Bachelor of Business Administration (BBA), Finance and Mathematics
James Rutzen's Wells Capital Management Experience
Job Fixed Income Portfolio Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management
Skills
Bloomberg, Portfolio Management, Fixed Income
Education
University of Minnesota - Carlson School of Management 1994 — 1998
Master of Business Administration (M.B.A.), Finance, General
University of Minnesota-Twin Cities 1982 — 1987
Bachelor of Science (B.S.), Economics
Wells Capital Management
Skills
Bloomberg, Portfolio Management, Fixed Income
Education
University of Minnesota - Carlson School of Management 1994 — 1998
Master of Business Administration (M.B.A.), Finance, General
University of Minnesota-Twin Cities 1982 — 1987
Bachelor of Science (B.S.), Economics
Dan Irvine's Wells Capital Management Experience July 2010 - Present
Job Institutional Investment Product Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management July 2010 - Present
Skills
Fixed Income, Equities, Portfolio Management, Hedge Funds, Investment Advisory, Mutual Funds, Bloomberg, Alternative Investments, Investment Strategies, Trading, Asset Management, Product Management, Investments, Financial Services, Investment Management, Capital Markets
Education
University of Colorado at Boulder
Economics
Wells Capital Management July 2010 - Present
Skills
Fixed Income, Equities, Portfolio Management, Hedge Funds, Investment Advisory, Mutual Funds, Bloomberg, Alternative Investments, Investment Strategies, Trading, Asset Management, Product Management, Investments, Financial Services, Investment Management, Capital Markets
Education
University of Colorado at Boulder
Economics
Seth Takata's Wells Capital Management Experience August 2011 - Present
Job Client Service Manager, Vice President at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management August 2011 - Present
Wells Capital Management January 2010 - July 2011
Fisher Investments January 2006 - December 2009
Fisher Investments May 2005 - December 2005
Fisher Investments July 2004 - April 2005
Skills
Management, Client Relations Skills, Change Management, Sales Operations, Project Management, Operations Management, Business Analysis, Product Management, Asset Management, Contract Negotiation, Compliance, External Audit, Internal Audit, Bank Secrecy Act, Private Placements, Mutual Funds, Multi Tasking, Work in A Fast Paced..., Talent Developer, Time Management
Education
University of California, Berkeley 2000 — 2004
Bachelor of Arts (BA), History
Wells Capital Management August 2011 - Present
Wells Capital Management January 2010 - July 2011
Fisher Investments January 2006 - December 2009
Fisher Investments May 2005 - December 2005
Fisher Investments July 2004 - April 2005
Skills
Management, Client Relations Skills, Change Management, Sales Operations, Project Management, Operations Management, Business Analysis, Product Management, Asset Management, Contract Negotiation, Compliance, External Audit, Internal Audit, Bank Secrecy Act, Private Placements, Mutual Funds, Multi Tasking, Work in A Fast Paced..., Talent Developer, Time Management
Education
University of California, Berkeley 2000 — 2004
Bachelor of Arts (BA), History
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY