Allianz Global Investors
Industry: Financial services company
DescriptionAllianz Global Investors, is a global investment management firm with offices in over 20 locations worldwide. Employing nearly 3,000 it manages over EUR 500 billion in assets on behalf of institutional and retail clients. It is owned by global financial services group, Allianz. Assets under management: 524 billion EUR (June 2018) CEO: Andreas Utermann (1 Mar 2016–) Revenue: 1.878 billion EUR (2017) Number of employees: 2,900 Parent organization: Allianz SE Headquarters: Frankfurt, Germany, New York City, New York, United States, Hong Kong
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Allianz Global Investors Employees
Roberts Environmental Center March 2014 - Present
Allianz Global Investors June 2014 - August 2014
China Merchants Bank June 2013 - June 2013
Chandler Partners International Ltd. June 2012 - August 2012
Skills
Critical Thinking, Microsoft Excel, Mathematical Modeling, Applied Mathematics, Organizational..., Debate, Public Speaking, Banking, Risk Management
Education
Claremont McKenna College 2012 — 2016
Bachelor's Degree, Economics and Mathematics, 3.9
Cambridge Dancer's club
Guanghua College
Allianz Global Investors September 2015 - Present
The Peoples Improv Theater September 2011 - Present
Allianz Global Investors April 2014 - August 2015
Freelance 2011 - March 2014
World Wrestling Entertainment April 2007 - August 2011
World Wrestling Entertainment July 2006 - April 2007
Starwood Hotels & Resorts Worldwide, Inc. March 2003 - July 2006
Starwood Hotels & Resorts Worldwide, Inc. April 2002 - March 2003
Dynamic Minds January 2001 - January 2002
e-Media January 2000 - January 2001
Skills
Television, Video, Producing, Creative Writing, Editing, Digital Media, Multimedia, Directing, Acting, Entertainment, Video Production, Final Cut Pro, Video Editing, Post Production, Comedy, DVD Studio Pro, Screenwriting, Theatre, Sketch Comedy, Stand-up Comedy, New Media, Film, Broadcast, Commercials, After Effects, DVD authoring, Avid, Web Content, HD Video, Improvisation, Film Production, Short Films, Improv Comedy, Writing, Video Direction, Production, Television Production
Education
Emerson College
Bachelor of Arts, Interdisciplinary Studies - Writing for Television
Fordham University
MBA, Communications and Media Management
Winter Park High School
Allianz Global Investors May 2013 - Present
Morgan Stanley Smith Barney June 2007 - May 2013
Citi September 2003 - May 2007
Citi November 1999 - September 2004
Skills
Series 63, Series 7, Wealth Management, Project Management, Marketing Communications, Retirement Planning, Financial Analysis, Financial Services, Insurance, Relationship Management, Life Insurance, Investment Strategies, Long Term Care Insurance, Variable Annuities
Education
Hampton University 1995 — 1999
BS, Business Management
High Point University 2012 - Present
Allianz Global Investors June 2015 - August 2015
Flemington Baseball Academy March 2010 - August 2014
Skills
Public Speaking, Accounting, People Skills, Leadership, Microsoft Office, Social Media, Facebook, Financial Accounting, Event Planning, Finance, Salesforce.com, Asset Management, Pension Funds, Institutional Sales, Institutional Research
Education
High Point University 2012 — 2016
Accounting
Hunterdon Central Regional High School 2008 — 2012
Allianz Global Investors February 2011 - Present
Jaypee International Inc. July 2009 - February 2011
Roland Berger Strategy Consultants April 2007 - September 2008
Network18 April 2006 - February 2007
McKinsey & Company June 2003 - April 2005
Skills
Business Strategy, Management Consulting, Financial Modeling, Valuation, Strategy, Business Development, Entrepreneurship, Strategic Planning, Due Diligence, Business Planning, Private Equity, Product Management, Mergers & Acquisitions, Emerging Markets, Venture Capital, Portfolio Management, Asset Management, Corporate Finance, Competitive Analysis, Investments, Corporate Development, Investment Banking, Capital Markets, Strategic Consulting
Education
Indian School of Business 2005 — 2006
MBA
Delhi University 2000 — 2003
BBA
Colorado State University-Pueblo August 2012 - May 2013
DWS Investments August 2011 - February 2012
Allianz Global Investors September 2009 - December 2009
Fortis Investments August 2007 - October 2007
Thomson Reuters April 2006 - September 2006
Skills
Microsoft Office, Bloomberg, HP Quality Center, SimCorp Dimension
Education
Colorado State University-Pueblo
Master of Business Administration (MBA), GPA 3,7
Johannes Gutenberg-Universität Mainz
Diplom Kaufmann, Betriebswirtschaftslehre (equivalent to Business Master)
Johannes Gutenberg-Universität Mainz
Diplom-Vorprüfung, Volkswirtschaftslehre (equivalent to Bachelor in Economics)
H&M Executive Administrative AssistantBellevue Hospital CenterJuly 2009 - November 2009
J.P. Morgan April 2008 - July 2008
Allianz Global Investors November 2007 - February 2008
Morgan Stanley April 2007 - September 2007
Merrill Lynch October 2006 - February 2007
Skills
Fixed Income, Account Reconciliation, Research
Education
Columbia College Chicago 1994 — 1998
Allianz Global Investors August 2014 - Present
Allianz Global Investors October 2012 - August 2014
Allianz Global Investors July 2012 - August 2012
Lateef Investment Management October 2011 - March 2012
RCM (a member of Allianz Global Investors) May 2010 - October 2011
Fisher Investments March 2008 - November 2009
Fisher Investments May 2007 - March 2008
Swanson Services Corporation February 2006 - April 2007
Denver Doubletree Hotel April 2000 - April 2007
Colorado State Capitol January 2005 - May 2005
Skills
Research, Microsoft Office, Proposal Writing, Database Administration, Proofreading, FactSet, RFP Generation, RFP Design, Writing, News Writing, Creative Writing, Volunteering, Leadership, Alumni Relations, Team Leadership, Political Science, State Politics, American Politics, Editing, Newspaper Design, Investment Management..., Hospitality Industry, Private Client Services, Client Service..., QuarkXPress, Adobe, Asset Allocation, Mutual Funds, Asset Management, Sales, Investments, Equities, Marketing
Education
Colorado State University 2000 — 2005
Double Bachelor of Arts Degree, Political Science and Liberal Arts with a Concentration in the Social Sciences
Allianz Global Investors September 2013 - Present
KStone Partners LLC August 2012 - September 2013
Bloomberg June 2011 - July 2012
Instinet Corporation September 2008 - June 2011
AllianceBernstein August 2004 - September 2008
Oppenheimer & Co. August 2003 - May 2004
Fordham Financial August 2002 - May 2003
Skills
Series 63, Series 7, Equities, Alternative Investments, Finance, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Portfolio Management, Securities, Asset Management, Equity Research, Financial Advisory, Investment Strategies, Asset Allocation
Education
Saint John's University 1999 — 2001
BA, Philosophy
Hofstra University 1997 — 1999
New York Law School
Loblolly Consulting January 2015 - Present
infoedge LLC June 2014 - Present
ForeScout Technologies March 2013 - December 2013
xyberShield, Inc. (now Layer 8 Security) May 2012 - April 2013
U.S. Department of State December 2006 - October 2011
Allianz Global Investors 2000 - 2005
Skills
Active Directory, Cloud Computing, Integration, Risk Management, Process Improvement, XP, Virtualization, Business Analysis, Security, CISSP, Cisco Technologies, Information Security, Start-ups, Troubleshooting, Information Technology, Cross-functional Team..., CRM, SaaS, Management, Network Security, Network Architecture, Windows XP, IT Management, Network Engineering, Computer Security, Firewalls, Information Security...
Education
Georgia Institute of Technology 2014 — 2017
Master's Degree, Computer Science
Northeastern University
Bachelor's Degree, Chemical Engineering
La Prairie Group June 2015 - Present
Freelance January 2009 - Present
Sailthru April 2014 - May 2015
WebMD December 2012 - March 2014
Barneys New York April 2012 - September 2012
Experian CheetahMail July 2011 - April 2012
The French Culinary Institute March 2008 - July 2011
Allianz Global Investors April 2006 - March 2008
Sotheby's International Realty 2004 - 2006
Skills
Online Advertising, Digital Marketing, Copywriting, Digital Media, Content Management, Social Media, Digital Strategy, SEO, Web Project Management, Web Analytics, WordPress, Online Marketing, Web Design, Email Marketing, Web Marketing, Social Media Marketing, Marketing
Education
Sacred Heart University 2002 — 2004
B.S., Business/Marketing
New York University 2013 — 2013
Web Development Intensive
General Assembly 2015 — 2015
Front-End Web Development
Allianz Global Investors December 2001 - Present
Skills
Investments, Alternative Investments, Bloomberg, Asset Management, Asset Allocation, Equities, Financial Services, Fixed Income
Education
CUNY York College
Bachelors of Science, Business Administration
KGS-Alpha Capital Markets, L.P. July 2013 - Present
Tradition Financial Services June 2012 - July 2012
Allianz Global Investors June 2011 - July 2011
MSEVIN Company December 2008 - December 2010
Skills
Bloomberg, Financial Modeling, Valuation, Fixed Income, Capital Markets, Derivatives, Financial Analysis, Trading, Series 7, Series 63, Sales
Education
Cornell University 2010 — 2013
BS in Applied Economics and Management, Finance
Allianz Global Investors May 2011 - June 2012
Athena Center for Leadership Studies- Barnard College January 2005 - May 2011
Archdiocese of New York February 2007 - October 2008
Brown Brothers Harriman January 1984 - December 2003
Skills
Equities, Fixed Income, Asset Managment, Portfolio Management, Alternative Investments, Capital Markets, Investment Management, Investor Relations, Equity Research, Training, Team Leadership, Team Management, Strategic Communications, Management, Institutional Investors, High Net Worth..., Endowment Funds, Asset Management, Investment Strategies, Mutual Funds, Strategic Planning, Finance, Economics, Leadership, Emerging Markets, Program Management
Education
Columbia University - Columbia Business School
MBA, Finance
Allianz Global Investors November 2010 - Present
Merrill Lynch September 2009 - November 2010
Boenning & Scattergood, Inc. February 2009 - September 2009
Chartwell Investment Partners 2006 - 2008
Morgan Stanley July 1993 - December 2006
Skills
Risk Management, Financial Advisory, Portfolio Management, Hedge Funds, Securities, Investment Advisory, Investment Strategies, Investment Management, Retirement Planning, ETFs, Series 65, FINRA
Education
Villanova University 1990 — 1993
Bachelor of Science (BS), Marketing
Gettysburg College 1989 — 1990
Conestoga High School 1986 — 1988
PIMCO 2008 - Present
Allianz Global Investors 2006 - 2008
Allianz Global Investors 2002 - 2006
Skills
Equities, Mutual Funds, Due Diligence, Fixed Income, Series 7, Separately Managed..., Alternative Investments, Portfolio Management, Asset Managment, Hedge Funds, Series 63, ETFs, Series 24, Bloomberg, Asset Allocation, Derivatives, Investments, Capital Markets, Structured Products, Securities, Asset Management, Investment Strategies, FINRA
Education
Hobart and William Smith Colleges 1996 — 2000
Bidisciplinary Bachelor of Arts, East Asian Studies & Economics
The Hill School
The Hill School
Accenture April 2015 - Present
Legg Mason., Inc. July 2007 - February 2015
Allianz Global Investors 2000 - 2007
NorthStar Asset Management, Inc. September 1997 - April 2000
Bellevue Medical Center 1996 - 1997
Loehmann's 1992 - 1995
Skills
Microsoft SQL Server, Oracle Database, Database Technologies, Data Migration, Data Integration, Business Objects, BO Universe Design, Financial Reporting, ETL Tools, Informatica, Informatica cloud, PowerCenter, Ab Initio, Cloud Computing, CRM, Salesforce.com, SalesPage, NetSuite, ASP.NET, C#, Project Management, Investment Management...
Education
City University of New York 1991 — 1997
BBA, Computer Information Systems; Minor: Marketing
Money Native November 2011 - Present
SCORE 2015 - 2015
Home Start January 2014 - June 2014
Allianz Global Investors September 2001 - January 2009
T.A. McKay & Co. January 1997 - September 2001
Citibank September 1994 - January 1997
CoreStates, Philadelphia International Bank January 1990 - September 1994
Skills
Portfolio Management, Finance, Credit Analysis, Financial Statement..., Competitive Analysis, Capital Structure, Asset Managment, Investments, Banking, Research, Retail, Bloomberg, Asset Management, Management, Trading, Analysis, Securities, Hedge Funds
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Finance, Accounting
Rutgers University-New Brunswick 1985 — 1990
BS, Finance, French
PayPal October 2013 - Present
PayPal June 2012 - October 2013
Stifel Nicolaus (formerly Thomas Weisel Partners) March 2007 - June 2012
Allianz Global Investors July 2006 - February 2007
Allianz Global Investors June 2005 - June 2006
Allianz Global Investors August 2004 - May 2005
Skills
Product Marketing, Strategy, Equity Research, Financial Analysis, Data Analysis, Management, Competitive Analysis, Forecasting, Equities, Integration, Strategic Planning, Product Management, Trading, Analysis, E-commerce, Negotiation, Fixed Income, Financial Modeling, Business Analysis, Analytics, Valuation
Education
Columbia University in the City of New York
BA, Economics and Mathematics
Cafe China January 2010 - Present
St. Joseph's College November 2009 - October 2010
Treasury Analytics, Citi November 2009 - June 2010
Allianz Global Investors June 2006 - April 2009
AXA Financial November 2004 - June 2006
New York Times Company September 2002 - September 2004
Skills
Interior Design
Education
DePaul University 1999 — 2001
MSA
Credit Suisse July 2014 - Present
Credit Suisse October 2011 - June 2014
Credit Suisse January 2010 - October 2011
Allianz Global Investors June 2007 - December 2008
AllianceBernstein 2006 - 2007
Skills
Series 7, Marketing Strategy, Marketing, Management, Finance, Business Analysis, Microsoft Excel, Data Analysis
Education
Fordham University - Graduate School of Business Administration 2011 — 2015
MBA, Finance and Marketing
New York University 2010 — 2010
Marketing and Interior Design
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2006
BA, Economics and Psychology
Allianz Global Investors June 2015 - August 2015
Warthog Safaris May 2015 - May 2015
The PFM Group December 2014 - April 2015
Franklin and Marshall Weis College House August 2014 - April 2015
Franklin and Marshall College May 2014 - August 2014
Skills
Microsoft Excel, Customer Service, Research, Public Speaking, Strategic Planning, Budgets, Teamwork, Social Media, Finance
Education
Franklin & Marshall College 2012 — 2016
Bachelor of Arts (BA), Finance & Economics
Lampeter-Strasburg High School 2008 — 2012
High School, GPA: 3.9/4.0
Allianz Global Investors 2013 - Present
Allianz Global Investors 2013 - Present
Taurian Capital Advisors 2008 - 2010
Prudential Financial April 2004 - April 2008
Columbus Circle Investors August 1998 - April 2004
American Skandia 1996 - 1998
Education
Fairfield University 1996 — 1998
MS, Finance
Coastal Carolina University 1993 — 1996
BS, Finance & Management
Allianz Global Investors 2014 - Present
Barnes & Noble College March 2012 - July 2014
Gannett Digital Marketing Services July 2011 - March 2012
Asbury Park Press July 2010 - July 2011
Daily Record- Gannett July 2008 - July 2010
Velocity Sports Performance August 2007 - July 2008
Skills
Marketing, Advertising, Digital Marketing, Management, B2B, Online Advertising, Sales, Event Planning, Strategy, CRM, Leadership, Sales Operations, Retail, Event Coordination, Creative Concept..., Market Planning, Social Media Marketing, Segmentation, Social Media, Email Marketing, Marketing Communications, Marketing Strategy, Online Marketing, Public Relations, Market Analysis, Training
Education
Fairleigh Dickinson University 2002 — 2006
Bachelor of Science (BS), Marketing
Fairleigh Dickinson University-College at Florham 2002 — 2006
Master of Business Administration (MBA), Marketing
Prestige Courier Service Inc August 2013 - Present
Keystone Logistics, Inc July 2012 - July 2013
ASA Freight Solutions, LLC July 2011 - July 2012
Hockaday's Glass Services 2009 - 2011
Allianz Global Investors 2006 - 2009
The Nasdaq Stockmarket 1995 - 1996
Skills
Logistics Management, Logistics, Sales Management, Sales Operations, Management, Operations Management, Coordination, Supply Chain, Dispatching, Project Coordination, Truckload, Trucking, Alternative Investments, Fixed Income, Equities, Asset Allocation, Mutual Funds, Investments, Portfolio Management, Series 7, Investment Strategies, Direct Sales, Asset Managment, Collections
Education
Fairfield University 1985 — 1989
Bachelor of Science (BS), in Finance, with minor concentration in Economics
Stamford Catholic High School 1985 — 1989
HS Diploma, College Prep
J.P. Morgan September 2014 - Present
Allianz Global Investors May 2013 - August 2013
US Bank October 2008 - July 2012
BMO Capital Markets January 2007 - June 2008
Park National Bank / FBOP Corporation 2004 - 2006
McCarthy Capital Corporation 2004 - 2004
Skills
Real Estate, Commercial Lending, Finance, Loans, Equities, Financial Modeling, Financial Analysis, Funding, Portfolio Management, Valuation, Investments
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Creighton University 2000 — 2004
BA, Finance
Salvi, Schostok & Pritchard February 2010 - Present
Cook County State's Attorney Office May 2009 - September 2010
U.S. District Court for the Northern District of Illinois January 2009 - May 2009
United States Attorney's Office August 2008 - December 2008
DePaul University May 2008 - December 2008
Ferguson Partners May 2008 - September 2008
Allianz Global Investors December 2006 - August 2007
DHL Express August 2005 - December 2006
US Army September 2003 - March 2005
Skills
Litigation, Legal Writing, Legal Research, Courts, Civil Litigation, Westlaw, Trials, Personal Injury..., Trial Practice, Personal Injury, Appeals, Torts, Medical Malpractice, Public Liability, Product Liability, Mediation
Education
DePaul University College of Law 2007 — 2010
J.D.
The Ohio State University 1999 — 2003
BA, International Relations
Centennial
World Bank Group July 2014 - Present
The World Bank Global Center on Conflict, Security and Development (CCSD) August 2013 - Present
The World Bank September 2012 - Present
European Club at Harvard Kennedy School of Government April 2011 - August 2012
Harvard Kennedy School of Government August 2010 - May 2012
German Conference at Harvard September 2011 - March 2012
Allianz Global Investors January 2008 - June 2010
Allianz Global Investors October 2006 - December 2007
Skills
Strategic Communications, International Relations, Foreign Policy, Policy Analysis, Economics, Government, Research, Politics, Intermational..., Negotiation, Public Speaking, Diplomacy, Non-profits, Entrepreneurship, Strategic Planning, Financial Controlling, Corporate Budgeting, Nonprofits, Analysis, European Union, Political Science, Economic Development, Human Rights, Qualitative Research, NGOs, Program Evaluation, Capacity Building, Corporate Social...
Education
Harvard University 2010 — 2012
Master of Public Administration (MPA), International Relations, Diplomacy, GPA: 3.9 (best of school)
Harvard University, John F. Kennedy School of Government 2010 — 2012
MPA, Public Administration, GPA: 3.9 (best of of year, across all programs school)
Institut Européen des Hautes Etudes Internationales 2005 — 2006
MA, International Relations, A (seconf best of year)
Direxion Investments March 2014 - Present
Jacobs Strategic Consulting, LLC February 2012 - March 2014
Hatteras Funds January 2010 - February 2012
Baron Capital 2009 - 2009
Allianz Global Investors 2000 - 2008
Eaton Vance 1990 - 2000
Lexington Global Asset Managers 1988 - 1990
First Investors 1984 - 1988
Education
IMD Business School 2006 — 2007
Allianz Global Leadership Program
Harvard Law School Executive Program 2006 — 2006
University of Pennsylvania - The Wharton School 2004 — 2004
CIMA, Certified Investment Management Analyst
The George Washington University
CIMC, Certified Investment Management Consultant
Institute for Wealth Management 1997 — 1997
CMFC, Chartered Mutual Fund Counselor
Montclair State University
BA, Economics
GLG (Gerson Lehrman Group) July 2015 - Present
Quest Diagnostics August 2013 - July 2015
The Brown and White August 2012 - May 2015
Allianz Global Investors June 2014 - August 2014
Lehigh University May 2014 - June 2014
Columbus Travel Media Ltd February 2014 - April 2014
Quest Diagnostics June 2013 - August 2013
Society of Hospital Medicine September 2011 - March 2012
Public Relations Student Society of America (PRSSA) September 2010 - June 2011
Member, Roy C Ketcham Ski Club December 2006 - February 2010
Skills
Public Relations, Blogging, Marketing, Social Media, Fundraising, Management, Journalism, Corporate Communications, Newsletters, Publicity, Internal Communications, Media Relations, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word
Education
Lehigh University 2012 — 2015
Bachelor of Arts (B.A.), Journalism
Drexel University 2010 — 2012
Roy C Ketcham High School 2006 — 2010
Citco Fund Services August 2013 - Present
Citco Fund Services July 2012 - August 2013
Citco Fund Services February 2010 - June 2012
Legg Mason October 2006 - January 2010
Allianz Global Investors 2005 - 2006
Skills
Hedge Funds, Private Equity, Asset Management, Mutual Funds, Investor Relations, Financial Services, Bloomberg Terminal, Fund Of Funds, Options, Bloomberg, Databases, Equities, Equity Research
Education
Brooklyn College 2011 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Allianz Global Investors August 2015 - Present
Lord, Abbett & Co. LLC December 2014 - Present
Lord, Abbett & Co. LLC June 2013 - December 2014
Lord, Abbett & Co. LLC July 2011 - June 2013
Education
Gettysburg College
Bachelor of Arts (BA), Mathematics
PIMCO Investments February 2011 - Present
Allianz Global Investors December 2007 - February 2011
Merrill Lynch June 2006 - December 2007
Skills
Finance, Mutual Funds
Education
Hofstra University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Allianz Global Investors April 2014 - Present
Deutsche Bank August 2009 - December 2011
Deutsche Bank April 2006 - December 2011
Deutsche Bank May 2004 - April 2006
Deutsche Bank April 2003 - May 2004
Deutsche Bank September 2001 - April 2003
Deutsche Bank August 2000 - September 2001
D.E. Shaw & Co., LP June 1996 - August 2000
Grant Thornton LLP January 1992 - June 1996
Skills
Financial Modeling, Investment Banking, Asset Managment, Fixed Income, Hedge Funds, Change Management, Financial Analysis, Equities, Capital Markets, Mergers, Managerial Finance, Mergers & Acquisitions, IFRS, Outsourcing, Risk Management, Asset Management, Financial Markets, Management, Due Diligence, Sarbanes-Oxley Act, Finance, Analysis, Leadership, Financial Reporting, Forecasting, Accounting, Restructuring, Strategy, Auditing, Internal Controls, Business Strategy, Financial Accounting, Private Equity, Corporate Finance, Portfolio Management, Valuation, Derivatives, Financial Risk, Financial Services, Cash Management, Investments, Banking, Structured Finance, Alternative Investments, Financial Structuring, Treasury Management, Structured Products, FX Options, Securities, Emerging Markets
Education
Hofstra University 1994 — 1996
BBA, Public Accountancy
Lazard Asset Management June 2014 - Present
Sureview Capital May 2013 - May 2014
J.P. Morgan Asset Management March 2011 - May 2013
Deutsche Bank September 2009 - March 2011
Allianz Global Investors January 2008 - August 2009
Education
Columbia University in the City of New York 2005 — 2009
B.A.
The Ursuline School 1998 — 2005
Allianz Global Investors 2006 - 2012
Godosky & Gentile 2005 - 2007
Weitz & Luxenberg August 1996 - September 2004
Skills
Investments, Legal Research, Legal Research Skills, Data Analysis, Policy Analysis, Policy & Procedures..., Customer Experience, Insider Trading, Office Administration, Trial Management, Jury Selection, Trial Paralegal, Compliance, Business & Work Ethics, Securities, Legal Assistance, Legal Writing, Litigation, Litigation Support
Education
City University of New York 2000 — 2004
BA
Kapitall March 2015 - Present
Sontag Advisory February 2014 - March 2015
Allianz Global Investors May 2010 - July 2011
Caritas Internationalis March 2005 - July 2011
UBS August 2006 - May 2010
Winmar Enterprises Inc./CableView Publications January 2000 - March 2004
Skills
Non-profits, NGOs, Social Media, Community Outreach, Fundraising, Event Management, Strategic Communications, International Relations, Program Development, Research, Public Speaking, Editing, International..., Nonprofits, Community Development
Education
Felician College 2004 — 2006
BA
Goldman Sachs Asset Management June 2014 - Present
NumNies March 2013 - Present
Allianz Global Investors June 2011 - May 2014
Allianz Global Investors June 2010 - May 2011
FUSA June 2010 - May 2011
LA Public Relations October 2009 - December 2009
International American Supermarkets May 2009 - August 2009
Skills
Marketing, Event Management, Public Relations, PowerPoint, Editing, SEO, Microsoft Word, Sales, Microsoft Excel, Customer Service, Management, SharePoint, Email Marketing, Email Newsletter Design, Social Media, HTML emails, Newsletters, Analysis, Time Management, Event Planning, Facebook, Product Marketing
Education
Fairfield University 2007 — 2011
Bachelor of Science, Marketing & Management
Universitat Autònoma de Barcelona 2010 — 2010
Study Abroad Program, Marketing
Ecolectro 2015 - 2015
Ecolectro 2015 - 2015
Ecolectro 2015 - 2015
MA Capital Management September 2012 - April 2014
Wealth Sprout Inc August 2010 - September 2012
Allianz Global Investors January 2007 - June 2008
Allianz Global Investors September 2001 - June 2008
PIMCO Funds January 2000 - January 2001
PIMCO Funds January 1999 - January 2000
R. MEREDITH & COMPANY, INC January 1998 - January 1999
Skills
Ecology, Portfolio Management, Investments, Investment Management, Asset Allocation, Asset Management, Mutual Funds, Trading, Equities, Investment Strategies, Risk Management, Alternative Investments, Finance, Investment Advisory, Venture Capital, Fixed Income, Hedge Funds, Negotiation, Due Diligence, Business Strategy, Strategic Planning, Asset Managment, Fund Of Funds, ETFs, Investor Relations, Securities, Equity Research, Bonds, Start-ups, Series 7, Banking, Financial Markets, Structured Products, Critical Thinking, Operational Risk..., Financial Planning, Entrepreneurship, Compliance, Management, Leadership, Executive Management, Separately Managed..., Economics, Financial Advisory, Analysis, Energy Efficiency
Education
CornellX 2015 — 2015
Certificate
The University of Chicago 1994 — 1996
M.A
The University of Chicago Booth School of Business 1994 — 1996
M.B.A
Cornell University 1987 — 1991
BA
Stuyvesant High School 1984 — 1987
Allianz Global Investors August 2013 - Present
Allianz Global Investors May 2010 - July 2013
Legg Mason January 2007 - March 2010
David Lerner Associates June 2006 - December 2006
Smith Barney January 2005 - May 2006
Education
Wagner College 1999 — 2004
BA/MBA
Hamilton College 1995 — 1997
NA, Government
Allianz Global Investors December 2010 - Present
Allianz Global Investors August 2000 - December 2010
Education
Eastern Connecticut State University 1990 — 1995
BS, Communications & Business Management
Notre Dame of West Haven 1986 — 1990
individual September 2003 - Present
Allianz Global Investors January 1965 - June 1967
Education
City University of New York City College 1960 — 1963
business administration
rafael lopez cintron 1941 — 1945
high sachool
PIMCO August 2012 - Present
Legg Mason September 2010 - August 2012
Allianz Global Investors January 2008 - September 2010
Citigroup April 2007 - December 2007
AIG Global Investment Group April 2005 - April 2007
FINRA (Formerly NASD) November 2003 - April 2005
T. Rowe Price April 2001 - November 2003
T. Rowe Price January 2000 - April 2001
T. Rowe Price January 1998 - January 2000
Skills
Securities, FINRA, Series 7, Series 24, Mutual Funds, Hedge Funds, Alternative Investments, Series 63, Equities, Investments, Asset Managment, Fixed Income, Investment Advisory, Financial Services, Investment Strategies, Private Equity, Portfolio Management, Asset Management, Compliance, ETFs, Retirement, Financial Advisory, Finance, Retirement Planning
Education
The Johns Hopkins University - Carey Business School 2002 — 2003
Graduate Certificate, Leadership Development for Minority Managers
College for Financial Planning 1999 — 2001
Certificate of Completion, Financial Planning
Morgan State University 1991 — 1995
B.A., Economics
Aberdeen Asset Management March 2014 - Present
BlackRock February 2014 - March 2014
Allianz Global Investors November 2010 - December 2013
Allianz Global Investors November 2010 - December 2013
Prudential March 2007 - October 2010
Prudential August 2005 - March 2007
Skills
Accounting, Finance, GAAP, Mutual Funds, Tax, Financial Statements, Budgets, Financial Analysis, Portfolio Management, Auditing, Investments, Financial Modeling, Asset Management, External Audit, Financial Services, Fixed Income, Insurance, Securities
Education
Excelsior College 2008 — 2010
Master of Business Administration (M.B.A.), Managing in Global Economy
New York City Technical College 1997 — 2001
B.A, Management
Bloomberg LP April 2014 - Present
Bloomberg November 2010 - Present
Allianz Global Investors October 2006 - December 2010
Forum for the Future May 2006 - August 2006
Think London November 2003 - September 2005
Barclays Bank September 2001 - October 2003
Education
Imperial College London 2005 — 2006
MSc Environmental Science and Technology, Business and the Environment
University of Oxford 1998 — 2001
BA, Geography
BlackRock January 2014 - Present
C.S. Wolfe & Associates, LLC January 2013 - December 2013
Allianz Global Investors 2006 - 2012
Webster Financial Corporation 2002 - 2006
Merrill Lynch Investment Managers 2000 - 2002
Morgan Stanley & Company 1996 - 2000
Skills
Investments, Private Equity, Wealth Management, Financial Services, Business Strategy, Start-ups, Series 7, Investment Strategies, M&A experience, Business Re-organisation, Expense Management, Thought Leadership, International Joint..., Private Banking, Retirement Planning, Corporate Development, Business Transformation, Management Consulting, Finance Transformation, Business Turn-arounds, Full P&L Responsibility, Leading Change, C Suite, Team Leadership
Education
Columbia University - Columbia Business School 1989 — 1991
MBA
The Johns Hopkins University 1981 — 1985
BS, Materials Science
Allianz Global Investors August 2015 - Present
HRG Group, Inc. February 2014 - May 2015
NYSE Euronext August 2012 - December 2013
Wachtell, Lipton, Rosen & Katz February 2011 - August 2012
Credit Suisse September 2008 - February 2011
Skills
Securities Regulation, Legal Research, Corporate Governance, Westlaw, Legal Writing, Corporate Law, Litigation, Litigation Support, Securities, Legal Assistance, Intellectual Property, Document Review, Due Diligence, Private Equity, Mergers, Research, Lexis, FINRA, Public Policy, Policy Analysis, Licensing, Commercial Litigation, Bankruptcy, Securities Litigation, Joint Ventures, Arbitration, Cross-border..., Dodd-Frank, Fund Of Funds, Contract Negotiation, Legal Documents
Education
Dickinson College 2004 — 2008
BA, American Studies
Dickinson College 2004 — 2008
Bachelor of Arts (B.A.), American Studies
St. Andrew's School
St. Philips
St. Philips
St. Philips Academy
Pacific Heights Advisors LLC 2015 - Present
TBA Management 2009 - 2011
TorreyCove Capital Partners LLC 2008 - 2009
Allianz Global Investors 2006 - 2008
Burrill & Company 2002 - 2006
Efficas 2002 - 2003
Nutraceutical Corporation 1999 - 2001
RB / Schiff Nutrition International 1998 - 1999
Skills
Investments, Entrepreneurship, Venture Capital, New Business Development, Leadership, Deals, Wellness, Healthcare, Hedge Funds, Management, Strategy, Corporate Finance, Business Development, Start-ups, Asset Management, Product Development, Finance, Private Equity, Financial Analysis, Executive Management, Due Diligence, Mergers & Acquisitions, Valuation, Corporate Development, Emerging Markets, Fixed Income, Financial Modeling, Investment Management, Alternative Investments, Portfolio Management, Business Planning
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Rutgers University-New Brunswick 1993 — 1997
BS
Allianz Global Investors September 2015 - Present
Northwestern Mutual September 2012 - Present
Vanguard December 2011 - August 2012
Vanguard August 2010 - December 2011
Skills
Retirement Planning, Finance, Sales, Insurance, Relationship Management, Portfolio Management, Investment Strategies, Credit, Banking, Risk Management, Securities, Loans
Education
Gettysburg College 2006 — 2010
Bachelor's degree, Business Management
Moorestown High School 2002 — 2006
Legg Mason December 2014 - Present
Allianz Global Investors February 2006 - December 2014
PIMCO/Allianz Funds February 2006 - December 2010
Education
Georgetown University 2012 — 2015
Master of Business Administration (MBA), Finance
Syracuse University 2002 — 2006
Bachelors of Arts, Political Science and History
The University of New South Wales 2005 — 2005
Semester Abroad, International Development
United Technologies - Business And Industrial Systems (Carrier Corporation) September 2013 - Present
Allianz Global Investors August 2009 - October 2013
SuperOffice CRM March 2008 - July 2009
Ampacet Corporation November 1998 - March 2008
Paxar August 1997 - November 1998
Eran Lighting September 1995 - June 1997
Puritan Lighting September 1987 - September 1995
Bestek Theatrical Productions 1985 - 1986
Rollins College 1984 - 1985
Dalton School September 1981 - May 1984
Skills
Sales Support, Business Intelligence, Business Analysis, SQL, Microsoft Office, HTML, Requirements Analysis, Excel, JavaScript, CRM software, Workflow Analysis, Technical Presales, Software Training, CRM, Microsoft Excel, Salesforce.com..., Series 7, Pre-sales, Product Management, Sales Operations, Hands-on Training, SharePoint, Project Management, Salesforce.com, Troubleshooting, Business Process, ERP, Training, Crystal Reports, Microsoft SQL Server, Product Development, Databases, IT Management, Software Project..., Vendor Management, Management, Cloud Computing, Integration, Marketing
Education
Dowling College 1991 — 1993
MBA, Management
State University of New York College at Fredonia 1977 — 1981
BA, Theatre Arts (Technical)
Allianz Global Investors January 2010 - Present
Prudential Financial January 2000 - December 2009
Education
Fordham University School of Law 1989 — 1992
JD
University of Virginia 1983 — 1987
BA, History
SVB Financial Group April 2015 - Present
Stonehill College Business Department January 2015 - May 2015
Allianz Global Investors June 2014 - August 2014
CampusVacations June 2013 - January 2014
Randolph Savings Bank April 2013 - August 2013
The YMCA May 2011 - August 2013
Lowe's Home Improvement June 2012 - September 2012
Skills
Analysis, Sales, Finance, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Social Media, Facebook, Outlook, Marketing, French, Recruiting, Time Management, Teamwork, Management
Education
Stonehill College 2011 — 2015
Bachelor of Science (B.S.), Finance, Cumulative GPA 3.47 Finance GPA 3.61
Grenoble Ecole de Management 2013 — 2014
Certificate in Business Studies (CBS), Business Administration and Management, General
Allianz Global Investors April 2015 - Present
Arup October 2012 - March 2015
Arup July 2012 - October 2012
Bayer HealthCare June 2011 - July 2012
Novartis January 2009 - January 2011
Skills
Training, Organizational..., Learning & Development..., Human Resources, Leadership, Management, Staff Development, Onboarding, Talent Management, Performance Management, Leadership Development, Recruiting, Time Management, HRIS, Microsoft Excel, PowerPoint, Microsoft Office, Talent Acquisition, Career Development, Strategic Planning, Team Building, Outlook, Employee Relations, SAP HR, Succession Planning, Employee Benefits, Interviews, Coaching, Training & Development, Employee Engagement, Culture Change, Marketing, Employee Training, Team Leadership
Education
Fairleigh Dickinson University 2012 — 2014
Master's degree, I/O Psychology - Organizational Behavior, 4.0 GPA
University of Scranton 2007 — 2011
Bachelor's degree, Health/Health Care Administration/Management, Business Minor
Allianz Global Investors September 2014 - Present
Allianz Global Investors May 2013 - August 2014
Allianz Global Investors May 2012 - August 2012
Jones Lang LaSalle June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Research, Microsoft Excel, Stata, Mutual Funds, PowerPoint, Economics, Microsoft Office
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Cherry Creek High School 2005 — 2009
Allianz Global Investors 2015 - 2015
ESMT European School of Management and Technology January 2014 - December 2014
Bloomberg LP 2011 - 2013
Bloomberg LP 2009 - 2011
Bloomberg LP 2006 - 2009
JPMorgan Chase 2005 - 2006
Ameriprise Financial Services, Inc. 2004 - 2005
College of Mount Saint Vincent August 2000 - May 2004
First Hudson Financial Corporation 2004 - 2004
Skills
Financial Analysis, Financial Modeling, Fixed Income, Emerging Markets, Economics, Banking, Portfolio Management, Equities, Electronic Trading, Hedge Funds, Bloomberg, Capital Markets, Business Analysis, Spanish, Bloomberg Terminal, Business Strategy, Strategy, Management
Education
ESMT European School of Management and Technology 2014 — 2014
Master of Business Administration (M.B.A.), Focus in Corporate Finance
College of Mount Saint Vincent 2000 — 2004
Bachelor of Arts (B.A.), Economics/Finance, Magna Cum Laude
Universitat Pompeu Fabra 2003 — 2003
Bachelor of Arts (B.A.), Economics/Finance
Erich-Fried Gymnasium
Abitur, English Language and Mathematics
Allianz Global Investors September 2010 - Present
Steve Shu Consulting Services March 2009 - Present
Digitai November 2013 - Present
Allscripts June 2009 - December 2012
Nortel November 2005 - March 2009
S4 Management Group September 2004 - November 2005
FiveSight Technologies (acquired by Intalio) November 2000 - August 2004
PRTM (acquired by PwC) 1998 - 2000
Telcordia (formerly Bellcore) 1992 - 1997
FSLI 1990 - 1991
Skills
Strategy, Management Consulting, Business Development, Start-ups, Leadership, Cross-functional Team..., Consulting, Business Strategy, Enterprise Software, Business Planning, Business Analysis, Mergers & Acquisitions, New Business Development, Professional Services, Business Process, Telecommunications, Product Development
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA
Cornell University 1990 — 1992
MEE, Electrical Engineering
Cornell University 1987 — 1991
BSEE, Electrical Engineering
Duke University - The Fuqua School of Business 2009 — 2009
Dynamic Management Executive Education Program
Allianz Global Investors February 2010 - Present
Legg Mason April 2008 - February 2010
Lehman Brothers July 2007 - March 2008
Dreyfus November 2000 - June 2007
Rapp Collins Worldwide April 1999 - November 2000
Foote, Cone & Belding September 1998 - April 1999
Education
City University of New York-Hunter College 2000 — 2008
Religion
University of Rochester 1996 — 1998
Political Science
Allianz Global Investors May 2010 - March 2015
Republic of Korea Marine Corps March 2003 - February 2005
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
Yonsei University 2007 — 2010
International Trade and Finance, Master of Arts (M.A.)
Yonsei University
Metallurgical, Bachelor of Science (B.Sc.)
Allianz Global Investors January 2015 - Present
Allianz Global Investors January 2011 - January 2015
Allianz Global Investors June 2008 - December 2010
Allianz Global Investors February 2005 - June 2008
Prudential Financial February 2004 - February 2005
Bear Stearns June 2003 - January 2004
Skills
Asset Management, Investments, Mutual Funds, Financial Markets, Economics, Asset Managment, Asset Allocation, Hedge Funds, Series 7, Investment Strategies, Capital Markets, Wealth Management, Derivatives, Bonds, ETFs, Separately Managed..., Fund Of Funds, Emerging Markets, Relationship Management, Risk Management, Finance, Retirement, Retirement Planning, Financial Advisory, Uniform Combined State..., FINRA, Investment Advisory, Securities, Investment Management
Education
Saint John's University 2005 — 2009
MBA, Finance
Fairfield University 1999 — 2003
BS, Finance
Allianz Global Investors February 2013 - Present
Goldman Sachs April 2003 - January 2013
JP Morgan 1999 - 2003
Skills
Equities, Series 7, Capital Markets, Fixed Income, Asset Managment, Portfolio Management, Private Equity, Investments, Hedge Funds, Alternative Investments, Series 24
Education
Franklin & Marshall College 1992 — 1996
B.A, Government
The Hotchkiss School 1989 — 1992
College Prep
Legg Mason August 2014 - Present
Allianz Global Investors April 2012 - August 2014
UBS Wealth Management May 2010 - August 2010
Education
Gettysburg College 2007 — 2011
Bachelor of Arts, Economics
Staples High School 2003 — 2007
AQR Capital Management March 2015 - Present
Allianz Global Investors January 2011 - 2015
Allianz Global Investors September 2007 - December 2010
Skills
Fixed Income, Asset Management, Equities, Alternative Investments, Asset Allocation, Bloomberg, Trading Systems, Series 7, Microsoft Excel, Microsoft SQL Server, Sales Support, Back Office, RIA, Market Analysis, CRM databases, Portfolio Management, Investments
Education
Fairfield University 2004 — 2007
Bachelor of Science (BS), Finance, General
Radisphere National Radiology Group March 2011 - Present
ST VINCENT'S MEDICAL CENTER January 2010 - March 2011
Honeywell May 2008 - February 2009
Credit Suisse May 2006 - January 2008
Allianz Global Investors September 2004 - March 2006
Bank of America September 2001 - July 2004
Skills
Customer Service, Administrative..., Healthcare, Travel Arrangements, Outlook, Microsoft Excel, Concur, Process Improvement, Microsoft Word
Education
Gibbs College 2003 — 2004
Certificate, Executive Assistant
AIG July 2013 - Present
AIG August 2011 - Present
Allianz Global Investors December 2010 - August 2011
IBM Global Services August 2006 - December 2010
AIG 2009 - 2010
Skills
ABAP, SAP ERP, SAP, FICO, SAP FICO, SAP Implementation, SAP FI, R, Hive, Requirements Analysis, SAP R/3, Requirements Gathering, Project Management, SAP Netweaver, Financial Accounting, Management Accounting, Business Process Design, Financial Reporting, IT Strategy, Strategic Planning
Education
UC Berkeley School of Information 2015 — 2018
Master's Degree, Master of Information and Data Science, Data Science, Visualization, Communication
College of Engineering Pune 2002 — 2006
BE, Computer Engineering
Somalwar Ramdaspeth 2000 — 2002
Credit Suisse 2007 - 2011
General Motors Asset Management July 2006 - July 2007
Allianz Global Investors May 2005 - July 2006
OppenheimerFunds September 2002 - April 2005
AXA Equitable October 1999 - September 2002
Skills
AML, FINRA, Fixed Income, Hedge Funds, KYC, Risk Management, Securities, Anti Money Laundering, Capital Markets, Investment Banking
Education
John Jay College of Criminal Justice 1998 — 2001
Bachelor of Arts (BA), Forensic Psychology
Berkeley College-New York 1996 — 1998
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Cathedral High School 1992 — 1996
High School Diploma, General Studies
Allianz Global Investors June 1997 - Present
INVESCO 1995 - 1997
Prudential Financial 1987 - 1995
Skills
Social Media, Hedge Funds, Investments, Private Placements, Programming, Cloud Computing, Research, Market Research, Thematic/Sector Funds
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Finance
Duke University 1981 — 1985
BSEE, Engineering and Computer Science
Westport Resources January 2014 - Present
Westport Resources July 2012 - January 2014
Allianz Global Investors April 1997 - January 2011
Allianz Global Investors January 2007 - January 2009
Allianz Global Investors January 2005 - January 2007
Allianz Global Investors Distributors LLC January 2001 - January 2005
Allianz Global Investors Distributors LLC February 1999 - January 2001
Allianz Global Investors Distributors LLC April 1997 - February 1999
Skills
Trading, Series 7, Mutual Funds, Series 63, Securities, Equities, Fixed Income, Series 6, Bloomberg, Series 24, Asset Allocation, Financial Services, Management, Project Management, Retirement, Wealth Management
Education
Iona College 1998 — 2000
MBA, Finance, Certificate in International Business
Fordham University 1991 — 1995
B.S, General Science
Progressive Expert Consulting November 2013 - Present
YouCanGroup November 2007 - Present
Allianz Global Investors January 2000 - November 2007
Allianz Global Investors January 1999 - January 2000
Allianz Global Investors January 1997 - January 1999
Skills
Project Management, Market Research, Marketing, Management, Social Media, Business Strategy, Marketing Management, Team Management, Team Leadership, Online Advertising, Leadership, Marketing Strategy, Marketing Communications, Microsoft Project, Microsoft Project..., Project Planning, Strategy, Risk Management, Strategic Planning, Microsoft Project Server
Education
University of Maryland Baltimore County
Project Management Professional Certification Preparation
Czech University of Life Sciences Prague, Faculty of Economics and Management
MBA, Economy & Marketing Management
ZC University, Pilsner
Bachelors of Arts, Economy
Allianz Global Investors March 2014 - Present
Morgan Stanley Wealth Management August 2010 - March 2014
Brean Murray, Carret & Co. June 2009 - August 2009
Summit Commercial Real Estate, LLC June 2008 - August 2008
FrontLine Compliance, LLC June 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Capital Markets, Customer Service, Excel, Customer Relations, Financial Planning, Microsoft Office, Mutual Funds, Word, Bloomberg, Finance, Hedge Funds, Investment Management, Institutional Sales, Institutional...
Education
Hobart and William Smith Colleges 2006 — 2010
Economics/Political Science, Macro Economics, American Politics
Landon School 2003 — 2006
RedSky Capital, LLC. January 2006 - Present
Allianz Global Investors June 2005 - August 2005
Blue Marlin, LLC May 2004 - August 2004
Education
Cornell University 2002 — 2006
BA, Government
KKR September 2014 - Present
Allianz Global Investors May 2011 - August 2014
Relevent July 2010 - April 2011
The Carlyle Group September 2008 - April 2010
Skills
Marketing Communications, Marketing, Event Planning, Social Media, Marketing Strategy, Social Media Marketing, Strategy, Budgets, Microsoft Excel, Editing, Project Planning, Customer Satisfaction, Public Speaking, Retail, Microsoft Word
Education
Clemson University 2004 — 2008
Bachelors, Marketing
Clemson University - College of Business and Behavioral Science
Jaguar Growth Partners October 2014 - Present
Allianz Global Investors June 2011 - October 2014
The Community Preservation Corporation October 2007 - May 2011
Skills
Asset Management, Investments, Portfolio Management, Series 7, Equities, Bloomberg, Series 63, Financial Analysis, Fixed Income, Due Diligence, Credit, Mutual Funds, Banking, Hedge Funds, Securities, Finance, Capital Markets, Financial Services, Microsoft Excel, Financial Modeling
Education
Fairfield University 2003 — 2007
BA, English
PNY Technologies April 2015 - Present
Fastor Systems February 2013 - March 2015
SanDisk July 2012 - December 2012
Allianz Global Investors September 2003 - July 2012
JPMorgan/Hambrecht & Quist LLC May 2000 - August 2003
Hitachi Semiconductor America 1996 - 1999
Hitachi Semiconductor February 1995 - January 1996
US Army January 1991 - February 1995
MITRE January 1989 - January 1991
Skills
Competitive Analysis, Financial Modeling, Financial Analysis, Product Management, Business Strategy, Portfolio Management, Equity Research, Cross-functional Team..., Analysis, Semiconductor Industry, Corporate Development, Analytics, Leadership, New Business Development, Start-ups, Strategy, Big Data, Strategic Partnerships, Finance, Product Marketing, Venture Capital, Marketing Management, Go-to-market Strategy, Management, Business Development, Cloud Computing, Marketing, Valuation, Product Development
Education
Harvard Business School 1999 — 2000
MBA
Worcester Polytechnic Institute 1986 — 1990
BS/MS
Allianz Global Investors August 2012 - Present
Tokio Marine Management February 2012 - August 2012
Allianz Global Investors November 2011 - February 2012
Crossfire Consulting April 1999 - December 2011
Verizon Business April 2005 - June 2011
Verizon November 2001 - April 2005
Pitney Bowes 1999 - 2005
Bell Atlantic 1998 - 1999
NYNEX Science and Technology 1990 - 1998
Timeplex Inc. 1978 - 1990
Skills
User Stories, Requirements Analysis, Integration, Agile, SDLC, Testing, Requirements Gathering, Business Requirements, Business Analysis, Telecommunications, Visio, Python
Education
Fairleigh Dickinson University-Metropolitan Campus 1980 — 1982
MS, Computer Science
Denison University 1975 — 1978
BS, Math/Physics Magna Cum Laude
Barclays March 2014 - Present
Self-employed June 2012 - February 2014
Mercer September 2010 - April 2012
Allianz Global Investors September 2009 - August 2010
Allianz Global Investors July 2006 - September 2009
Dresdner Kleinwort (Allianz's former investment bank) June 2005 - July 2006
Burson-Marsteller June 2000 - June 2005
MSNBC November 1997 - June 2000
NBC Network News March 1995 - November 1997
Skills
Crisis Communications, Internal Communications, Corporate Communications, Media Relations, Strategic Communications, Public Relations, Employee Engagement, Integrated Marketing, Strategy, Press Releases, Editing, Leadership, Management, Change Management, Reputation Management, Business Development, Program Management, Human Resources, Messaging, Corporate Social..., Thought Leadership, Communications Planning, Marketing Communications, Communication Training, Speech Writing
Education
Cornell University 1989 — 1993
B.A.
Scarsdale High School 1985 — 1989
MC2 Events Exhibits Environments 2011 - Present
EXP Pharmaceutical Services Corp 2013 - 2014
Salem Gastro 2012 - 2013
Penguin Group USA 2011 - 2011
Allianz Global Investors 2010 - 2011
LBi US 2010 - 2010
HarperCollins Publishers 2010 - 2010
Retna 2007 - 2010
Kaplan Test Prep and Admissions 2007 - 2007
Winning Strategies PR 2006 - 2007
Skills
ASP.NET, Microsoft SQL Server, Web Development, Programming, .NET, C#, SDLC, XML, SQL, JavaScript, Agile Methodologies, Web Services, Software Development, WCF, jQuery, VB.NET, SOA
Education
DePauw University 1983 — 1987
Bachelor of Arts (B.A.), Psychology
Allianz Global Investors June 2013 - Present
Allianz Global Investors Capital April 2005 - December 2008
Allianz Global Investors Capital May 1999 - April 2005
Allianz Global Investors Capital July 1996 - May 1999
Accenture January 1993 - July 1996
Education
Copenhagen Business School 1991 — 1992
International Business
San Diego State University-California State University 1987 — 1992
B.S., Finance
Allianz Global Investors April 2013 - Present
Allianz Global Investors Capital April 2010 - March 2013
Nicholas Applegate Capital Management January 1999 - March 2010
Andersen Consulting 1992 - 1998
Accenture 1992 - 1998
Capital Group May 1992 - October 1997
General Dynamics 1989 - 1992
Skills
Equities, Asset Managment, Portfolio Management, Investments, Trading Systems, Securities, Financial Markets, Trading, Microsoft Excel, Project Management, Bloomberg, Technology Management, Trade Compliance, Electronic Trading, Asset Management, Equity Trading, Fixed Income, Business Analysis, Financial Services, Market Data, Hedge Funds, Finance, Alternative Investments, Investment Management, System Architecture, Bloomberg Software
Education
University of Phoenix 2002 — 2006
M.B.A, Technology Management
University of California, San Diego 1985 — 1989
B.S., Quantitative Economics and Decision Sciences
Harvard 1979 — 1985
High School
Allianz Global Investors 2005 - Present
Compagnie Alexandre Witzman-Anaya 1982 - 1985
Education
Harvard University 1978 — 1982
PIMCO January 2011 - Present
Allianz Global Investors January 2007 - December 2010
Credit Suisse Asset Management 1999 - 2006
Credit Suisse Asset Management (formerly BEA Associates) 1999 - 2006
Credit Suisse 1999 - 2006
Credit Suisse Group 1999 - 2006
Warburg Pincus 1995 - 1999
Warburg Pincus Asset Management 1995 - 1999
GNA 1990 - 1993
Skills
Alternative Investments, Fixed Income, Series 7, Mutual Funds, Asset Management, Equities, Investment Management, Wealth Management, Investments, Securities, Management, Strategy, Financial Services, Emerging Markets, Hedge Funds, Financial Markets, Asset Managment, 401k, Asset Allocation, Risk Management, Finance, Retirement Planning, Investment Strategies, Series 24, Due Diligence, Investment Advisory, Wealth Management..., FINRA, Series 63, Investment Banking, Fund Of Funds, Financial Advisory, Competitive Analysis, Separately Managed..., Relationship Management, Series 65, Executive Management, Financial Analysis, Financial Modeling, Hedging, Capital Markets, Series 6, Institutional..., Mergers & Acquisitions, Equity Research, Trading, Strategic Financial..., Bloomberg, Private Equity, Retirement
Education
Cornell University 1977 — 1981
Sanctuary for Families June 2015 - Present
Fidelity Investments September 2012 - January 2014
Allianz Global Investors January 2010 - September 2012
Allianz Global Investors January 2010 - June 2011
Allianz Global Investors January 2009 - December 2009
Allianz Global Investors August 2000 - December 2008
Alliance Capital Management April 1989 - August 2000
Skills
Alternative Investments, Asset Management, Bloomberg, Business Analysis, Change Management, Compliance, Due Diligence, Equities, Financial Analysis, Financial Risk, Financial Services, Fixed Income, Hedge Funds, IT Operations Management, Insurance, Investment Management, Investments, Leadership, Legal, Management, Mutual Funds, Operations Management, Portfolio Management, Project Planning, Risk Management, Securities, Strategic Planning, Trading, Valuation, Vendor Management, Wealth Management
Education
City University of New York-Brooklyn College
Bachelor of Science, Accounting
Allianz Global Investors August 2010 - Present
Bridgewater Associates July 2009 - June 2010
Shumway Capital Partners January 2008 - January 2009
IBM June 2006 - December 2007
Integrated Acquisition and Development August 2005 - February 2006
Skills
Asset Managment, Hedge Funds, Alternative Investments, Business Analysis, Process Improvement
Education
Cornell University 2002 — 2006
BS, Applied Economics and Management
UNSW Australia 2005 — 2005
Economics
Geller & Company 2008 - Present
General Electric Company March 2006 - October 2008
Allianz Global Investors March 2005 - March 2006
Trilegiant April 2004 - March 2005
Purdue Pharma August 2002 - April 2004
Skills
Corporate Finance, Financial Analysis, Due Diligence, Securities Regulation, Corporate Law, Capital Markets, Bankruptcy, Bloomberg Terminal, Mergers, Cash Management, Acquisitions, Electronic Funds..., Foreign Exchange, Treasury, Securitization, Fixed Income
Education
Fordham University School of Law 2010 — 2013
Juris Doctor
The University of Connecticut School of Business 2005 — 2008
Masters of Business Administration, Finance
Allianz Global Investors June 2007 - Present
Sankaty Advisors 2004 - 2007
Skills
Bloomberg, Fixed Income, Asset Management, Valuation, Financial Modeling, Investments, Portfolio Management, Investment Management, Mutual Funds
Education
Fordham University 1999 — 2003
B.S., Finance/Economics
Allianz Global Investors 2005 - Present
Skills
Series 7
Education
Georgetown University 2001 — 2003
Allianz Global Investors October 2007 - Present
Citigroup Asset Management - Legg Mason January 2005 - May 2007
ING January 2004 - December 2004
J&W Seligman 1996 - 2004
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
Master of Business Administration (MBA), Finance - Concentration in Portfolio Management
Northeastern University 1987 — 1991
BS, Major - Political Science Minor - Business Administration
Tabor Academy
Allianz Global Investors August 2014 - Present
Goodwin Procter LLP October 2012 - Present
Goodwin Procter, LLP June 2010 - October 2012
Costar Group, Inc July 2009 - June 2010
ASCAP 2007 - 2008
James F. Reda & Associates, LLC 2007 - 2008
America's Promise 2006 - 2006
Education
Columbia University in the City of New York 2005 — 2009
Bachelor of Arts
Universidad Autónoma de Madrid 2008 — 2008
evanR Photography Inc. September 2009 - Present
Community Action Travel LLC September 2009 - December 2011
Allianz Global Investors May 2006 - September 2009
J.P. Morgan September 2004 - May 2006
Financial Industry Regulatory Authority 2001 - 2003
Skills
Risk Management, Compliance, Operations Management, Series 7, Investment Advisory, Investments, Securities, FINRA, Six Sigma, Executives, Real Estate, Commercial Real Estate, Financial Markets, Due Diligence, Mutual Funds, Strategy, Capital Markets, Financial Risk, Equities, Trading Systems, Operational Risk, Trading, Financial Regulation, Equity Trading, Options, Financial Services, Securities Regulation, Electronic Trading, Alternative Investments, Executive Positions, Leadership, Fixed Income, Structured Products, Hedge Funds, Finance, Investment Banking
Education
Fordham University 2006 — 2009
Masters in Business Administration, Finance
Rutgers University 1998 — 2002
Bachelors Degree, Economics
Allianz Global Investors November 2008 - Present
Merrill Lynch January 2005 - June 2008
Merrill Lynch Trust Company 2001 - 2003
Merrill Lynch Insurance Group November 1993 - June 2001
Education
City University of New York-Brooklyn College 1974 — 1976
Masters, Education
St. Joseph's College 1969 — 1973
BA, Education
Allianz Global Investors July 2014 - Present
Allianz Global Investors March 2011 - June 2014
Neuberger Berman January 2009 - March 2011
Neuberger Berman June 2001 - December 2008
American Skandia 1999 - 2001
Education
Curry College 1988 — 1992
BA, Business Management
Merrill Lynch May 2014 - Present
Credit Suisse April 2012 - April 2014
Deutsche Bank 2009 - May 2012
Allianz Global Investors 2004 - 2007
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA, Finance
Cornell University 2000 — 2004
BS, Operations Research and Industrial Engineering
Allianz Global Investors February 2015 - Present
BNY Mellon February 2013 - January 2015
BNY Mellon July 2010 - January 2013
BNY Mellon June 2007 - July 2010
BNY Mellon June 2006 - August 2006
Skills
Series 7, Series 63, Mutual Funds, Fixed Income, FINRA, Cash Management, Equities, Financial Services, Series 24, Asset Management, Asset Managment, Hedge Funds, Alternative Investments, Investments, Risk Management
Education
Fordham University 2003 — 2007
B.S., Business Administration
Allianz Global Investors August 2014 - Present
Rockefeller & Co., Inc. July 2013 - March 2014
Rockit Solutions, LLC (A Rockefeller Company) March 2008 - July 2013
AIG (AIG Investments) 1999 - 2008
Skills
Hedge Funds, Mutual Funds, Asset Management, Fixed Income, Equities, Fund Of Funds, Bloomberg, Securities, Financial Services, Capital Markets, Investments, Alternative Investments, Valuation, Derivatives
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
Master of Business Administration (MBA), Finance, General
College of New Rochelle
Bachelor of Science (BS), Business Administration and Management, General
PIMCO January 2013 - Present
PIMCO February 2010 - Present
Claymore Securities January 2007 - May 2010
Allianz Global Investors January 2005 - January 2007
PIMCO Advisors February 2001 - January 2005
Education
Hamilton College 1996 — 2000
The Hill School 1993 — 1996
Allianz Global Investors February 2015 - Present
Emerging Global Advisors February 2011 - February 2015
AllianceBernstein June 2007 - February 2011
Bank of America April 2006 - June 2007
Skills
Series 7, Series 63, Asset Management, Asset Allocation, Equities, Investments, Wealth Management, Fixed Income, Portfolio Management, Bloomberg, Mutual Funds, ETFs, Capital Markets, Valuation, Investment Strategies
Education
Florida State University - College of Business
Bachelor of Science (BS), Finance
Florida State University - College of Business
Bachelor of Science (BS), Entrepreneurship
Georgetown University's McDonough School of Business August 2012 - Present
11 Good Energy March 2010 - June 2012
JPS Global Investments May 2009 - November 2009
Ecomii October 2008 - November 2009
Allianz Global Investors January 2009 - April 2009
IAME Investment Holdings July 2008 - December 2008
Jones Lang LaSalle January 2008 - July 2008
Ahorro Corporación January 2007 - March 2007
Maplewood Bake Company May 2006 - August 2006
Amena Telecommunications (now part of Orange) January 2006 - May 2006
Skills
Spanish, Research, Market Research, Microsoft Office, Analysis, Business Planning, Entrepreneurship, Risk Management, Financial Modeling, Sales, Strategy, Leadership, Management, Marketing, Start-ups, Business Strategy, International Business, Valuation, Microsoft Excel
Education
Georgetown University 2012 — 2014
Master of Business Administration (MBA)
Saint Louis University 2004 — 2008
B.A., Economics
Allianz Global Investors August 2015 - Present
J.P. Morgan June 2014 - August 2014
Causeway Capital Management LLC May 2014 - June 2014
Deloitte June 2011 - July 2013
Sanford C. Bernstein June 2010 - June 2011
Barclays June 2010 - August 2010
Lehman Brothers June 2009 - August 2009
Skills
Equity Research, Financial Modeling, Valuation, Market Research, Bloomberg, Equities, Economics, Business Planning, Capital Markets, Financial Analysis, Corporate Finance, Due Diligence
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Value Investing Program
American School In Japan
High school diploma
Harvard University
A.B. with honors, Economics and Statistics
Mirasol Development LLC August 2015 - Present
Halcyon Asset Management April 2012 - July 2015
Halcyon Asset Management September 2007 - April 2012
Heyman Investment Associates May 2006 - August 2007
Allianz Global Investors September 2004 - May 2006
Skills
Trading, Hedge Funds, Equities, Bloomberg, Investments, Financial Markets, Fixed Income, Swaps, Alternative Investments, Capital Markets, Valuation, Asset Management, Bonds, Securities, Investment Banking, Investment Strategies, Options, Special Situations, Sustainability, Cleantech, Renewable Energy, Energy Efficiency, Sustainable Energy, Sustainability..., Sustainable Business, Environmental Policy, Energy Policy, LCOE, Operations Management, Research, Market Research, Operational Due...
Education
Columbia University in the City of New York 2012 — 2014
Master of Science (M.S.), Sustainability Management, 3.8
Fairfield University 2000 — 2004
B.S., Finance (Minor in Accounting)
Sneha Diagnostics April 2014 - March 2015
Allianz Global Investors March 2011 - January 2012
US Department of Veterans Affairs, Washington, DC March 2009 - September 2009
Allianz March 2008 - August 2008
oppenheimer&co 2000 - 2008
Merrill Lynch October 2001 - May 2002
CIBC World Markets, NY April 2001 - September 2001
Prudential, NJ April 1998 - March 2001
Skills
Microsoft BI Suite, Business Analysis, Sybase, SDLC, Data Warehousing, VBA, Business Intelligence, ETL, SQL, Microsoft SQL Server, Data Modeling, Requirements Analysis
Education
City University of New York-Brooklyn College 1992 — 1994
M.A, Computer and Information Sciences
Mysore Universy, India 1986 — 1990
B.Tech, Computer Science
NYIT
Allianz Global Investors
Skills
Series 7, Equities, Asset Management, Fixed Income, series 66
Education
Fordham Gabelli School of Business 2008 — 2011
Master of Business Administration (MBA), Accounting and Finance
Pace University
Barak Asset Management September 2006 - Present
BlackRock December 2002 - August 2006
Allianz Global Investors May 1997 - November 2002
PIMCO Advisors, LP._Oppenheimer Capital, LP. - Division of Allianz Group 1997 - 2002
PIMCO 1997 - 2001
Oppenheimer Capital January 1982 - June 1997
Education
City University of New York City College
BS, Business Administration and Minor Accounting
Lewis University August 2010 - Present
Allianz Global Investors August 2005 - August 2007
Korean Augmentations to US ARMY 2000 - 2002
Skills
Trading, Fundamental Analysis, Quantitative Finance, Portfolio Management, Financial Modeling, Quantitative Analytics, Investments, Derivatives, Fixed Income, Bloomberg, Options, Asset Managment, Hedge Funds, VBA, Risk Management, International Finance, Econometrics, R, Equities, Equity Research
Education
Illinois Institute of Technology 2007 — 2010
PhD, Finance
KAIST 2003 — 2005
Master, Business
POSTECH 1997 — 2003
BS, Physics
Allianz Global Investors December 2009 - Present
Skills
Corporate Branding, Art Direction, Animation, Advertising, Email Marketing, Graphic Design, Graphics, Illustration, Art, Brand Development, Film, Marketing Communications, Social Media Marketing, Typography
Education
Brooklyn College 1987 — 1991
Bachelor's degree, Graphic Design, Visual Communications
Wellington Management April 2012 - Present
Allianz Global Investors May 2008 - March 2012
U.S. Securities and Exchange Commission 2006 - 2008
US Securities and Exchange Commission 2004 - 2006
T Rowe Price 1994 - 2004
Fidelity Investments 1992 - 1994
U.S. Securities and Exchange Commission 1985 - 1992
Sutherland, Asbill & Brennan 1983 - 1985
Education
University of Idaho 2000 — 2003
JD, Law
Hartwick College 1970 — 1974
BA, Sociology and Ethics
Wells Capital Management September 2013 - Present
Allianz Global Investors 2005 - 2013
Trafelet & Company, LLC 2003 - 2005
Goldman Sachs Investment Research June 2000 - February 2003
Archimedes Capital LLC 2003 - 2003
Skills
Financial Modeling, Equity Research, Equity Valuation, Alternative Investments, Equities, Investment Strategies, Investments, Valuation, Portfolio Management, Asset Management
Education
Dartmouth College 1996 — 2000
BA, Magna Cum Laude, Economics, History, 3.7/4.0
Winchester High School 1992 — 1996
Grand Rounds, Inc. June 2015 - Present
Cisco Cloud Networking Group June 2014 - May 2015
Cisco Cloud Networking Group November 2013 - June 2014
Century Park Capital Partners April 2013 - October 2013
Intel Corporation June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Clinton Foundation January 2009 - May 2009
Allianz Global Investors July 2008 - January 2009
Skills
Market Research, Analysis, Research, Marketing, Salesforce.com, Business Process..., Equities, Investments, Management, Finance, Microsoft Excel
Education
Harvard University 2007 — 2012
Bachelor of Arts (B.A.), Social Anthropology
Bloomfield High School 2003 — 2007
Allianz Global Investors September 2008 - Present
Lehman Brothers September 2000 - September 2008
Merrill Lynch April 1990 - September 2000
Skills
Asset Management, Retirement Planning, Equities, Alternative Investments, Investments, Series 7, Mutual Funds, Portfolio Management, Business Strategy, Series 63, Asset Allocation, Hedge Funds, Investment Management, Strategy, Investment Strategies, Wealth Management, Strategic Financial..., Securities, Fixed Income, ETFs, Separately Managed...
Education
Gettysburg College 1984 — 1988
Ba, Management
Allianz Global Investors April 2008 - Present
TIAA-CREF April 2002 - April 2008
Citigroup Asset Management 1998 - 2002
Deloitte August 1988 - June 1998
Education
New York University 1986 — 1990
Master of Laws (LLM), Tax Law/Taxation
Columbia Law School 1982 — 1985
JD, Law
Columbia University in the City of New York 1982 — 1985
Doctor of Law (J.D.), Law
Allianz Global Investors May 2014 - Present
Guggenheim Investments June 2011 - May 2014
JP Morgan March 2010 - June 2011
DWS/Deutsche Bank 2006 - 2009
DWS Scudder 2003 - 2006
Skills
Mutual Funds, Investments, Investment Management, Financial Services, Series 63, Asset Allocation
Education
Illinois Institute of Technology
BS, Chemical Engineering
The University of Texas at Austin
Computer Science - Programming
home Payroll ManagerConexant Systems, Inc.February 2010 - June 2011
Allianz Global Investors November 2008 - April 2009
BSH Home Appliances January 2008 - September 2008
Irvine Company February 2002 - December 2007
Skills
Employee Benefits, Payroll Taxes, Deferred Compensation, ADP Payroll, Payroll, SAP, Internal Controls, Bank Reconciliation, Accounts Payable, General Ledger, 401k, Account Reconciliation, HRIS, Tax, Human Resources, Microsoft Excel, Benefits Administration, Management
Education
Computer Technology trade school 1966 — 1968
Associated, computer technology
Golden West College
Business
Allianz Global Investors August 2008 - Present
Merrill Lynch 2007 - 2008
Dreyfus 2002 - 2007
UBS 1997 - 2002
Skills
CRM, Marketing, Risk Management, Investments, Product Development, Marketing Management, Equities, Financial Services, Alternative Investments, Asset Management, Asset Allocation, Fixed Income, Mutual Funds, Series 7, Strategic Planning, Portfolio Management
Education
College of Mount Saint Vincent 1985 — 1989
Bachelor of Business Administration (BBA), Finance
OppenheimerFunds February 2015 - Present
GIR January 2014 - January 2015
Franklin Templeton Investments February 2005 - October 2013
Allianz Global Investors October 1998 - January 2005
Sal. Oppenheim November 1994 - December 1997
SG Warburg April 1994 - October 1994
Société Générale October 1992 - March 1994
Skills
Rigourous bottom up..., patience and discipline, strenght in written..., Fluency in English,..., CFA charter, Investment Banking, Capital Markets, Equities, Strategy, Investments, Derivatives, Bonds, Emerging Markets, Equity Research, Structured Finance, Finance, Equity Derivatives, Bloomberg
Education
University of Cambridge 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, 3.85
Drexel University 1990 — 1992
Bachelor of Science (BS), Finance, Economics, 3.97
Allianz Global Investors July 2010 - Present
Allianz Global Investors September 2009 - December 2009
Ernst & Young April 2008 - December 2008
New York Stock Exchange Euronext January 2008 - May 2008
Skills
Marketing Strategy, Social Media Marketing, Marketing, Marketing Communications, Leadership, Integrated Marketing, Email Marketing, Digital Marketing, Social Media, Event Planning, Market Research, Microsoft Excel, Sales, Public Speaking, PowerPoint, Management, Microsoft Office, Strategy
Education
Fordham University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing/Spanish
Universidad de Sevilla 2009 — 2009
PIMCO Investments LLC January 2011 - February 2014
Allianz Global Investors July 2009 - December 2010
Merrill Lynch September 2005 - November 2007
Salomon Smith Barney July 1999 - September 2005
Skills
Investments, CRM, Financial Advisory, Wealth Management, Asset Management, Financial Services, Portfolio Management, Sales Operations, Retirement, Financial Analysis, Marketing, Maintaining..., Leading Business..., Implementing Marketing...
Education
City University of New York-Herbert H. Lehman College 2014 — 2017
Master's Degree
State University of New York at Stony Brook 1992 — 1996
BA
Del Mar, CA June 2009 - Present
Allianz Global Investors June 2006 - June 2009
KPMG LLP (New York) March 2003 - April 2006
KPMG LLP (New York) April 1999 - March 2003
Fresh Perspectives Inc. April 1988 - January 1996
Education
Fordham University 1997 — 2000
BS, Accounting, Finance
Westchester Community College 1993 — 1996
AS, Accounting
Starboard Value LP October 2014 - Present
Ropes & Gray LLP January 2011 - October 2014
Allianz Global Investors 2006 - 2007
White & Case 2005 - 2006
Education
University of Wisconsin Law School 2007 — 2010
JD
Harvard University 2002 — 2005
AB
American Express April 2011 - Present
Allianz Global Investors October 2009 - April 2011
Extranet Software Solutions August 2005 - April 2006
Skills
Oracle RAC
Education
Eastern Illinois University
Master's degree
The UPS Store August 2007 - May 2013
Allianz Global Investors January 2000 - July 2007
Skills
Customer Service, Mutual Funds, Training, Payroll, Sales, Retail, Sales Management, Selling, Small Business, Finance
Education
John Jay College of Criminal Justice 1978 — 1982
Bachelor's degree, Police Science
Allianz Global Investors April 2008 - Present
TIAA-CREF April 2002 - April 2008
Skills
Mutual Funds, Tax, Accounting, Financial Reporting, Financial Analysis, Asset Management, Hedge Funds, Financial Services, SEC Filings, Due Diligence, Alternative Investments, Securities
Education
New York University 1986 — 1990
Master of Laws (LLM), Tax Law/Taxation
Columbia University in the City of New York 1982 — 1985
Doctor of Law (JD), Law
New York University 1978 — 1982
Bachelor's degree, Accounting