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
Employee
Years
Job
Industry
Ken Tsuboi, CFA Ken Tsuboi, CFA's Allianz Global Investors Experience March 1996 - December 2013
Job Senior Consultant at Alan D. Biller & Associates
Industry Investment Management
Experience
Allianz Global Investors March 1996 - December 2013
Payden & Rygel 1991 - 1996
Morgan Stanley 1987 - 1991
Raytheon 1983 - 1985
Skills
Investments, Fixed Income, Asset Allocation, Financial Risk, Sales, Equities, Securities, Mutual Funds, Analysis, Bonds, Hedge Funds, Equity Research, Bloomberg, Alternative Investments, Asset Management, Portfolio Management, Valuation
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), Finance, General
UC Berkeley
Bachelor of Arts (B.A.), Biochemistry
Allianz Global Investors March 1996 - December 2013
Payden & Rygel 1991 - 1996
Morgan Stanley 1987 - 1991
Raytheon 1983 - 1985
Skills
Investments, Fixed Income, Asset Allocation, Financial Risk, Sales, Equities, Securities, Mutual Funds, Analysis, Bonds, Hedge Funds, Equity Research, Bloomberg, Alternative Investments, Asset Management, Portfolio Management, Valuation
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), Finance, General
UC Berkeley
Bachelor of Arts (B.A.), Biochemistry
Aggie Wong's Allianz Global Investors Experience August 2015 - Present
Job Grassroots Research at Allianz GI
Industry Market Research
Experience
Allianz Global Investors August 2015 - Present
Dow Jones March 2014 - August 2015
Dow Jones February 2013 - February 2014
San Francisco State University August 2012 - August 2013
Kaplan Test Prep February 2012 - February 2013
Kaplan Test Prep January 2012 - February 2013
UCSF Medical Center February 2010 - August 2011
Skills
Research, Statistics, Data Analysis, Psychology, Program Development, Qualitative Research, Teaching, PowerPoint, Tutoring, SPSS, Higher Education, Public Speaking, Program Evaluation, Cantonese, Translation, Research Design, Grant Writing, University Teaching, Lecturing, Management, Project Management
Education
University of California, Los Angeles 2005 — 2009
Bachelors, Psychology, Sociology
San Francisco State University
Masters, Developmental Psychology
Allianz Global Investors August 2015 - Present
Dow Jones March 2014 - August 2015
Dow Jones February 2013 - February 2014
San Francisco State University August 2012 - August 2013
Kaplan Test Prep February 2012 - February 2013
Kaplan Test Prep January 2012 - February 2013
UCSF Medical Center February 2010 - August 2011
Skills
Research, Statistics, Data Analysis, Psychology, Program Development, Qualitative Research, Teaching, PowerPoint, Tutoring, SPSS, Higher Education, Public Speaking, Program Evaluation, Cantonese, Translation, Research Design, Grant Writing, University Teaching, Lecturing, Management, Project Management
Education
University of California, Los Angeles 2005 — 2009
Bachelors, Psychology, Sociology
San Francisco State University
Masters, Developmental Psychology
Glen Zimmerman Glen Zimmerman's Allianz Global Investors Experience 2008 - 2010
Job Senior Vice President, Channel Marketing Manager at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management August 2013 - Present
PIMCO January 2011 - July 2013
Allianz Global Investors 2008 - 2010
Allianz Global Investors 2006 - 2008
Allianz Global Investors 2000 - 2006
PIMCO Advisors 1995 - 2000
PIMCO Advisors 1992 - 1994
Skills
Marketing, Marketing Communications, Sales, Sales&Marketing, Project Management, Relationship Mgmt, Strategic Planning, Mutual Funds, Investments, Direct Marketing, Asset Management, Email Marketing, Equities, Leadership, Management, Marketing Strategy, Product Management, Relationship Management
Education
State University of New York at Oswego 1987 — 1991
Bachelor of Science (B.S.), Business Administration, Concentration in Marketing
Lazard Asset Management August 2013 - Present
PIMCO January 2011 - July 2013
Allianz Global Investors 2008 - 2010
Allianz Global Investors 2006 - 2008
Allianz Global Investors 2000 - 2006
PIMCO Advisors 1995 - 2000
PIMCO Advisors 1992 - 1994
Skills
Marketing, Marketing Communications, Sales, Sales&Marketing, Project Management, Relationship Mgmt, Strategic Planning, Mutual Funds, Investments, Direct Marketing, Asset Management, Email Marketing, Equities, Leadership, Management, Marketing Strategy, Product Management, Relationship Management
Education
State University of New York at Oswego 1987 — 1991
Bachelor of Science (B.S.), Business Administration, Concentration in Marketing
Steve Choi's Allianz Global Investors Experience June 2012 - August 2012
Job Senior Analyst
Industry Financial Services
Experience
Hyundai Capital America December 2013 - Present
Optiver March 2013 - May 2013
Allianz Global Investors June 2012 - August 2012
UBS September 2010 - May 2011
KCG Holdings, Inc. June 2010 - August 2010
Skills
Bloomberg Terminal, Bloomberg, Capital IQ, Financial Modeling, Financial Analysis, Business Strategy, Strategy, Data Analysis, Finance, Options, Due Diligence, Korean, Economics, Teamwork, Microsoft Office, Options Strategies, Investments, Process Improvement, Risk Management, Credit, Corporate Development
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
Bachelor of Science (B.Sc.), Finance and Economics
The University of Hong Kong 2011 — 2011
Exchange Program, Finance and Economics
Hyundai Capital America December 2013 - Present
Optiver March 2013 - May 2013
Allianz Global Investors June 2012 - August 2012
UBS September 2010 - May 2011
KCG Holdings, Inc. June 2010 - August 2010
Skills
Bloomberg Terminal, Bloomberg, Capital IQ, Financial Modeling, Financial Analysis, Business Strategy, Strategy, Data Analysis, Finance, Options, Due Diligence, Korean, Economics, Teamwork, Microsoft Office, Options Strategies, Investments, Process Improvement, Risk Management, Credit, Corporate Development
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
Bachelor of Science (B.Sc.), Finance and Economics
The University of Hong Kong 2011 — 2011
Exchange Program, Finance and Economics
Chase Haymond, CFA Chase Haymond, CFA's Allianz Global Investors Experience October 2005 - August 2007
Job Vice President at PIMCO
Industry Investment Management
Experience
PIMCO August 2013 - Present
NYU Stern School of Business July 2011 - May 2013
PIMCO June 2012 - August 2012
PIMCO March 2010 - July 2011
PIMCO August 2007 - March 2010
Allianz Global Investors October 2005 - August 2007
Skills
Bloomberg, Financial Modeling, Fixed Income, Valuation, Equities, Hedge Funds, Equity Research, Asset Managment, Investments, Portfolio Management, Alternative Investments, Capital Markets, Financial Analysis, Series 7, Derivatives, Risk Management, Asset Management
Education
New York University, Stern School of Business 2011 — 2013
MBA, Economics, Financial Instruments and Markets, and Management
University of Arizona 2001 — 2005
BS, Finance
PIMCO August 2013 - Present
NYU Stern School of Business July 2011 - May 2013
PIMCO June 2012 - August 2012
PIMCO March 2010 - July 2011
PIMCO August 2007 - March 2010
Allianz Global Investors October 2005 - August 2007
Skills
Bloomberg, Financial Modeling, Fixed Income, Valuation, Equities, Hedge Funds, Equity Research, Asset Managment, Investments, Portfolio Management, Alternative Investments, Capital Markets, Financial Analysis, Series 7, Derivatives, Risk Management, Asset Management
Education
New York University, Stern School of Business 2011 — 2013
MBA, Economics, Financial Instruments and Markets, and Management
University of Arizona 2001 — 2005
BS, Finance
Aaron Meyers Aaron Meyers's Allianz Global Investors Experience January 2010 - January 2011
Job Global Technical Support Representative at Bloomberg LP
Industry Information Technology and Services
Experience
Bloomberg LP September 2013 - Present
The Ayco Company, L.P. February 2013 - May 2013
Allianz Global Investors January 2010 - January 2011
American Museum of Natural History September 2007 - May 2008
Skills
Windows 7, Help Desk Support, Printers, Microsoft Office, XP, Active Directory, Bloomberg Terminal
Education
Skidmore College 2009 — 2013
Bachelor's degree, Psychology
Trevor Day School 2005 — 2009
Bloomberg LP September 2013 - Present
The Ayco Company, L.P. February 2013 - May 2013
Allianz Global Investors January 2010 - January 2011
American Museum of Natural History September 2007 - May 2008
Skills
Windows 7, Help Desk Support, Printers, Microsoft Office, XP, Active Directory, Bloomberg Terminal
Education
Skidmore College 2009 — 2013
Bachelor's degree, Psychology
Trevor Day School 2005 — 2009
Robert Pettit Robert Pettit's Allianz Global Investors Experience December 2000 - February 2002
Job Versatile HR professional and team leader that excels in strategic planning and handson implementation
Industry Human Resources
Experience
UC Hastings College of the Law October 2014 - Present
University of California, Office of the President September 2007 - May 2014
Lawrence Berkeley National Laboratory August 2002 - June 2005
Allianz Global Investors December 2000 - February 2002
UCOP January 1997 - December 2000
Skills
Program Management, Employee Benefits, Benefits Administration, Management, Strategic Human..., Defined Benefit, Project Management, Defined Contribution, Retirement Benefits, Strategic Communications, Strategic Leadership, Multi-Unit Operations..., Customer Service..., Retiree Payroll, Qualified Retirement..., 403 b, Benefits Design, Compensation & Benefits..., Presenting to Senior..., Senior Management..., onboarding, HRIS, Human Resources, Organizational..., Labor Relations, Career Development, Onboarding, Deferred Compensation, Compensation & Benefit, Policy, Leadership, Succession Planning, Performance Management, Process Improvement, Executive Pay, Talent Management, Personnel Management, Employee Relations, PeopleSoft, Strategic Planning, Employee Training, HR Transformation, FMLA, Cross-functional Team..., Recruiting, New Hire Orientations, Training, Employee Engagement, COBRA, HR Consulting
Education
San Francisco State University 1989 — 1992
Bachelor of Science (BS), Political Science (Political Theory/International Relations)
Arcata High School 1984 — 1987
UC Hastings College of the Law October 2014 - Present
University of California, Office of the President September 2007 - May 2014
Lawrence Berkeley National Laboratory August 2002 - June 2005
Allianz Global Investors December 2000 - February 2002
UCOP January 1997 - December 2000
Skills
Program Management, Employee Benefits, Benefits Administration, Management, Strategic Human..., Defined Benefit, Project Management, Defined Contribution, Retirement Benefits, Strategic Communications, Strategic Leadership, Multi-Unit Operations..., Customer Service..., Retiree Payroll, Qualified Retirement..., 403 b, Benefits Design, Compensation & Benefits..., Presenting to Senior..., Senior Management..., onboarding, HRIS, Human Resources, Organizational..., Labor Relations, Career Development, Onboarding, Deferred Compensation, Compensation & Benefit, Policy, Leadership, Succession Planning, Performance Management, Process Improvement, Executive Pay, Talent Management, Personnel Management, Employee Relations, PeopleSoft, Strategic Planning, Employee Training, HR Transformation, FMLA, Cross-functional Team..., Recruiting, New Hire Orientations, Training, Employee Engagement, COBRA, HR Consulting
Education
San Francisco State University 1989 — 1992
Bachelor of Science (BS), Political Science (Political Theory/International Relations)
Arcata High School 1984 — 1987
Lauren Eve Singer Lauren Eve Singer's Allianz Global Investors Experience May 2015 - August 2015
Job Finance, Banking & Corporate Real Estate/ Project Management Professional
Industry Financial Services
Experience
Allianz Global Investors May 2015 - August 2015
PIMCO February 2015 - February 2015
Och-Ziff Capital Management December 2014 - December 2014
Morgan Stanley Wealth Management March 2013 - October 2013
Morgan Stanley May 2007 - October 2013
Morgan Stanley March 2007 - May 2007
Keefe, Bruyette & Woods Asset Management (KBWAM) January 2007 - March 2007
Cushman & Wakefield December 2006 - December 2006
Skills
Outlook, Training, Research, Finance, Relationship Management, Building Relationships, Social Networking, Project Management, Real Estate, Change Management, Program Management, Online Research, Analyze Problems, Analyze Information, Solutions Focused, Organizational..., Project Management Plan, Program Budgeting, Process Analysis, Professional Experience, Corporate Development, Project Coordination, Program Coordination, Collaborative Problem..., Collaborative Leadership, Judgment, Analytical Skills, Analysis, Reliable, Communication Skills, Strategic Planning, Time Management, Conflict Management, Conflict Resolution, Psychology, Motivated self-starter, Highly motivated..., Solution Focused, Close Attention to..., Follow-through Skills, Following Up, Microsoft Office, Process Improvement, SharePoint, Office Administration, Teamwork, Financial Services, Budgets, Vendor management, Vendor Management
Education
New School for Social Research 2006 — 2006
MA, Psychology
Sarah Lawrence College 1994 — 2002
BA & MA, Psychology
Allianz Global Investors May 2015 - August 2015
PIMCO February 2015 - February 2015
Och-Ziff Capital Management December 2014 - December 2014
Morgan Stanley Wealth Management March 2013 - October 2013
Morgan Stanley May 2007 - October 2013
Morgan Stanley March 2007 - May 2007
Keefe, Bruyette & Woods Asset Management (KBWAM) January 2007 - March 2007
Cushman & Wakefield December 2006 - December 2006
Skills
Outlook, Training, Research, Finance, Relationship Management, Building Relationships, Social Networking, Project Management, Real Estate, Change Management, Program Management, Online Research, Analyze Problems, Analyze Information, Solutions Focused, Organizational..., Project Management Plan, Program Budgeting, Process Analysis, Professional Experience, Corporate Development, Project Coordination, Program Coordination, Collaborative Problem..., Collaborative Leadership, Judgment, Analytical Skills, Analysis, Reliable, Communication Skills, Strategic Planning, Time Management, Conflict Management, Conflict Resolution, Psychology, Motivated self-starter, Highly motivated..., Solution Focused, Close Attention to..., Follow-through Skills, Following Up, Microsoft Office, Process Improvement, SharePoint, Office Administration, Teamwork, Financial Services, Budgets, Vendor management, Vendor Management
Education
New School for Social Research 2006 — 2006
MA, Psychology
Sarah Lawrence College 1994 — 2002
BA & MA, Psychology
Daniel Stroot Daniel Stroot's Allianz Global Investors Experience June 2008 - March 2013
Job Experienced Financial Services Technology Leader
Industry Investment Management
Experience
Allianz Global Investors June 2008 - March 2013
Allianz Global Investors May 2005 - October 2010
Nicholas Applegate Capital Management January 2000 - April 2005
Andersen Consulting July 1986 - December 1999
Skills
Governance, Trading, Asset Managment, Strategic Partnerships, Strategy, Financial Services, Investment Management, Settlement, Technology, IT Investment Management, Portfolio Management, Intellectual Property, Risk Management, Asset Management, Investments, Equities, Process Improvement, IT Strategy, Research, Hedge Funds, Alternative Investments, Bloomberg, Information Technology, Business Analysis, Enterprise Architecture, Fixed Income, Trading Systems, Vendor Management, Derivatives, IT Management, Financial Markets, Asset Allocation, Securities, Market Data, Mutual Funds
Education
University of California, Los Angeles 1981 — 1985
Bachelor of Arts
Allianz Global Investors June 2008 - March 2013
Allianz Global Investors May 2005 - October 2010
Nicholas Applegate Capital Management January 2000 - April 2005
Andersen Consulting July 1986 - December 1999
Skills
Governance, Trading, Asset Managment, Strategic Partnerships, Strategy, Financial Services, Investment Management, Settlement, Technology, IT Investment Management, Portfolio Management, Intellectual Property, Risk Management, Asset Management, Investments, Equities, Process Improvement, IT Strategy, Research, Hedge Funds, Alternative Investments, Bloomberg, Information Technology, Business Analysis, Enterprise Architecture, Fixed Income, Trading Systems, Vendor Management, Derivatives, IT Management, Financial Markets, Asset Allocation, Securities, Market Data, Mutual Funds
Education
University of California, Los Angeles 1981 — 1985
Bachelor of Arts
Steve McCord Steve McCord's Allianz Global Investors Experience October 2012 - Present
Job Financial Services Professional
Industry Investment Management
Experience
Professional in Transition January 2015 - Present
Allianz Global Investors October 2012 - Present
Allianz Global Investors October 2010 - October 2012
Savannah State University 2006 - 2010
Skills
Microsoft Office, Investments, Mutual Funds, Marketing, PowerPoint, Asset Management, Microsoft Excel, Financial Analysis, Alternative Investments, Public Speaking, Management, Vendor Management
Education
Savannah State University 2006 — 2010
BS, Accounting
Professional in Transition January 2015 - Present
Allianz Global Investors October 2012 - Present
Allianz Global Investors October 2010 - October 2012
Savannah State University 2006 - 2010
Skills
Microsoft Office, Investments, Mutual Funds, Marketing, PowerPoint, Asset Management, Microsoft Excel, Financial Analysis, Alternative Investments, Public Speaking, Management, Vendor Management
Education
Savannah State University 2006 — 2010
BS, Accounting
Troy Talamelli's Allianz Global Investors Experience August 2013 - Present
Job Internal Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors August 2013 - Present
AXA Advisors May 2012 - August 2013
Voya Investment Management September 2009 - November 2011
Legg Mason March 2007 - September 2009
Citigroup Asset Management September 2003 - March 2007
American Skandia/Prudential January 2000 - February 2003
Morgan Stanley Smith Barney June 1998 - December 1999
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, Financial Services, Portfolio Management, Series 63, Asset Management, Asset Allocation, Retirement Planning, Equities, Fixed Income, Retirement, Securities, Separately Managed...
Education
Southern Connecticut State University 1994 — 1998
Bachelor of Science, Biology
Connecticut School of Broadcasting 2009 — 2009
Graduate, Television and Radio Communications
Allianz Global Investors August 2013 - Present
AXA Advisors May 2012 - August 2013
Voya Investment Management September 2009 - November 2011
Legg Mason March 2007 - September 2009
Citigroup Asset Management September 2003 - March 2007
American Skandia/Prudential January 2000 - February 2003
Morgan Stanley Smith Barney June 1998 - December 1999
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, Financial Services, Portfolio Management, Series 63, Asset Management, Asset Allocation, Retirement Planning, Equities, Fixed Income, Retirement, Securities, Separately Managed...
Education
Southern Connecticut State University 1994 — 1998
Bachelor of Science, Biology
Connecticut School of Broadcasting 2009 — 2009
Graduate, Television and Radio Communications
DeAnna Martes, CIPM DeAnna Martes, CIPM's Allianz Global Investors Experience July 2005 - Present
Job Vice President,Manager at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors July 2005 - Present
Nicholas Applegate September 1998 - July 2005
Nicholas Applegate September 1996 - September 1998
Nicholas Applegate February 1995 - August 1996
Nicholas Applegate February 1994 - February 1995
San Diego Trust & Savings Bank September 1990 - February 1994
Skills
Mutual Funds, Asset Management, Investment Management, Bloomberg, Portfolio Management, Investments, Asset Managment, Alternative Investments, Equities, Fixed Income, Securities, Hedge Funds, Investment Strategies, Asset Allocation, Private Equity
Education
University of Redlands 1989 — 1991
Masters, Business Administration
San Diego State University-California State University 1986 — 1990
Allianz Global Investors July 2005 - Present
Nicholas Applegate September 1998 - July 2005
Nicholas Applegate September 1996 - September 1998
Nicholas Applegate February 1995 - August 1996
Nicholas Applegate February 1994 - February 1995
San Diego Trust & Savings Bank September 1990 - February 1994
Skills
Mutual Funds, Asset Management, Investment Management, Bloomberg, Portfolio Management, Investments, Asset Managment, Alternative Investments, Equities, Fixed Income, Securities, Hedge Funds, Investment Strategies, Asset Allocation, Private Equity
Education
University of Redlands 1989 — 1991
Masters, Business Administration
San Diego State University-California State University 1986 — 1990
Hadley Gallagher Hadley Gallagher's Allianz Global Investors Experience July 2006 - February 2011
Job National Account Manager at PIMCO
Industry Financial Services
Experience
PIMCO January 2011 - Present
Allianz Global Investors July 2006 - February 2011
Cadence Capital Management 2004 - 2006
Putnam Investments May 2004 - July 2004
Education
Syracuse University 2002 — 2006
BA, Communications, Marketing
PIMCO January 2011 - Present
Allianz Global Investors July 2006 - February 2011
Cadence Capital Management 2004 - 2006
Putnam Investments May 2004 - July 2004
Education
Syracuse University 2002 — 2006
BA, Communications, Marketing
Clay (Hyunmin) Park, CFA Clay (Hyunmin) Park, CFA's Allianz Global Investors Experience June 2010 - July 2010
Job Restructuring / Workout Associate at Citi
Industry Financial Services
Experience
Citi May 2014 - Present
Citi June 2011 - April 2014
MoneyEconomics November 2010 - May 2011
Allianz Global Investors June 2010 - July 2010
DBS Bank June 2009 - August 2009
Korean Air Force January 2003 - May 2005
Ansan Edu-Care Center March 2001 - October 2002
Skills
Economics, Credit Analysis, Financial Analysis, Risk Analysis, Capital IQ, Portfolio Management, Microsoft Office, Investments, CFA, FactSet, Valuation, Credit Risk, Financial Statement..., Financial Modeling, Fixed Income, Investment Banking
Education
University of California, Berkeley 2009 — 2010
B.A, Economics, 3.89
Santa Monica College 2006 — 2008
A.A, Liberal Arts, 4.0
Citi May 2014 - Present
Citi June 2011 - April 2014
MoneyEconomics November 2010 - May 2011
Allianz Global Investors June 2010 - July 2010
DBS Bank June 2009 - August 2009
Korean Air Force January 2003 - May 2005
Ansan Edu-Care Center March 2001 - October 2002
Skills
Economics, Credit Analysis, Financial Analysis, Risk Analysis, Capital IQ, Portfolio Management, Microsoft Office, Investments, CFA, FactSet, Valuation, Credit Risk, Financial Statement..., Financial Modeling, Fixed Income, Investment Banking
Education
University of California, Berkeley 2009 — 2010
B.A, Economics, 3.89
Santa Monica College 2006 — 2008
A.A, Liberal Arts, 4.0
Kristin Manning O'Toole Kristin Manning O'Toole's Allianz Global Investors Experience June 2012 - October 2013
Job VP, Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2013 - Present
Allianz Global Investors June 2012 - October 2013
Allianz Global Investors September 2011 - June 2012
ING Investment Management January 2010 - September 2011
Natixis Global Associates November 2004 - December 2009
State Street Corporation April 2002 - November 2004
PrimeLook, Inc. September 2001 - March 2002
Citigroup/Smith Barney November 1999 - September 2001
William M. Mercer July 1997 - September 1999
Education
Savannah College of Art and Design 1990 — 1994
BFA
Goldman Sachs October 2013 - Present
Allianz Global Investors June 2012 - October 2013
Allianz Global Investors September 2011 - June 2012
ING Investment Management January 2010 - September 2011
Natixis Global Associates November 2004 - December 2009
State Street Corporation April 2002 - November 2004
PrimeLook, Inc. September 2001 - March 2002
Citigroup/Smith Barney November 1999 - September 2001
William M. Mercer July 1997 - September 1999
Education
Savannah College of Art and Design 1990 — 1994
BFA
Stephen Lyford Stephen Lyford's Allianz Global Investors Experience January 2013 - Present
Job Director, Portfolio Manager at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors January 2013 - Present
Allianz Global Investors January 2007 - December 2012
Allianz Global Investors Capital November 2005 - December 2006
Duncan-Hurst Capital Management July 2002 - February 2005
Kayne Anderson Investment Management June 2001 - September 2001
Crow Holdings February 1999 - July 2000
Crow Holdings June 1998 - January 1999
Crow Holdings 1997 - 1999
Crow Holdings January 1998 - May 1998
Trammell Crow Company December 1996 - December 1997
Skills
Bloomberg, Factset, WONDA, Equities, Financial Modeling, Investments, Portfolio Management, Micro cap equity..., Small cap equity..., Equity Research, Equity Valuation, Stock Picking, Stock Research, Small Cap, US Equities, Financial Analysis, Mutual Funds, Asset Managment, Investment Strategies, Finance, Asset Management, Hedge Funds
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Finance
Southern Methodist University 1991 — 1995
BBA/BS, Finance/Economics
Southern Methodist University 1991 — 1995
BBA; BS, Finance; Economics
Allianz Global Investors January 2013 - Present
Allianz Global Investors January 2007 - December 2012
Allianz Global Investors Capital November 2005 - December 2006
Duncan-Hurst Capital Management July 2002 - February 2005
Kayne Anderson Investment Management June 2001 - September 2001
Crow Holdings February 1999 - July 2000
Crow Holdings June 1998 - January 1999
Crow Holdings 1997 - 1999
Crow Holdings January 1998 - May 1998
Trammell Crow Company December 1996 - December 1997
Skills
Bloomberg, Factset, WONDA, Equities, Financial Modeling, Investments, Portfolio Management, Micro cap equity..., Small cap equity..., Equity Research, Equity Valuation, Stock Picking, Stock Research, Small Cap, US Equities, Financial Analysis, Mutual Funds, Asset Managment, Investment Strategies, Finance, Asset Management, Hedge Funds
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Finance
Southern Methodist University 1991 — 1995
BBA/BS, Finance/Economics
Southern Methodist University 1991 — 1995
BBA; BS, Finance; Economics
Jingyu (Daniel) Yuan Jingyu (Daniel) Yuan's Allianz Global Investors Experience July 2015 - Present
Job Investment Research Summer Associate at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors July 2015 - Present
Yale Entrepreneurial Society May 2015 - Present
Yale Undergraduate Consulting Group January 2015 - Present
Yale Graduate Consulting Club September 2014 - January 2015
Education
Yale University 2013 — 2017
Bachelor of Arts (B.A.), Economics, History of Art
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer program, Economics and International Relations
Shanghai Foreign Language School 2006 — 2013
Allianz Global Investors July 2015 - Present
Yale Entrepreneurial Society May 2015 - Present
Yale Undergraduate Consulting Group January 2015 - Present
Yale Graduate Consulting Club September 2014 - January 2015
Education
Yale University 2013 — 2017
Bachelor of Arts (B.A.), Economics, History of Art
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer program, Economics and International Relations
Shanghai Foreign Language School 2006 — 2013
Sebastian Uljas Lutz Sebastian Uljas Lutz's Allianz Global Investors Experience July 2010 - September 2010
Job Research and Teaching Associate bei Vienna University of Economics
Industry Research
Experience
Vienna University of Economics and Business April 2013 - Present
Institute for the World Economy November 2012 - April 2013
Allianz Global Investors July 2010 - September 2010
UNIDO February 2010 - July 2010
Economic Policy Research Institute September 2009 - December 2009
Skills
English, British English, Statistical Software, Microsoft Office, Databases
Education
London School of Economics and Political Science 2010 — 2011
Msc Local Economic Development
University of Warwick 2006 — 2009
BSc Economics
Vienna University of Economics and Business April 2013 - Present
Institute for the World Economy November 2012 - April 2013
Allianz Global Investors July 2010 - September 2010
UNIDO February 2010 - July 2010
Economic Policy Research Institute September 2009 - December 2009
Skills
English, British English, Statistical Software, Microsoft Office, Databases
Education
London School of Economics and Political Science 2010 — 2011
Msc Local Economic Development
University of Warwick 2006 — 2009
BSc Economics
Justin Kalnins Justin Kalnins's Allianz Global Investors Experience October 2005 - February 2006
Job Associate at MUFG Americas
Industry Financial Services
Experience
MUFG Americas June 2015 - Present
NORD/LB January 2014 - June 2015
Moody's Investors Service November 2012 - January 2014
BMW Financial Services July 2011 - December 2011
BMW US Capital March 2011 - June 2011
State Street March 2007 - January 2011
Allianz Global Investors October 2005 - February 2006
Skills
Portfolio Management, Capital Markets, Economics, Risk Management, Analysis, Financial Markets, Strategy, Project Management, Statistics, Structured Finance, SAS, Bloomberg Terminal, Microsoft Excel, French, Research, Financial Risk, Bloomberg, Mutual Funds, Valuation
Education
Universität Augsburg 2006 — 2012
Master of Finance and Information, Finance
University of Tampa 2004 — 2005
Exchange Semester, Economics
MUFG Americas June 2015 - Present
NORD/LB January 2014 - June 2015
Moody's Investors Service November 2012 - January 2014
BMW Financial Services July 2011 - December 2011
BMW US Capital March 2011 - June 2011
State Street March 2007 - January 2011
Allianz Global Investors October 2005 - February 2006
Skills
Portfolio Management, Capital Markets, Economics, Risk Management, Analysis, Financial Markets, Strategy, Project Management, Statistics, Structured Finance, SAS, Bloomberg Terminal, Microsoft Excel, French, Research, Financial Risk, Bloomberg, Mutual Funds, Valuation
Education
Universität Augsburg 2006 — 2012
Master of Finance and Information, Finance
University of Tampa 2004 — 2005
Exchange Semester, Economics
Joseph Rak Joseph Rak's Allianz Global Investors Experience December 2006 - December 2010
Job Compliance Supervisor at PIMCO
Industry Financial Services
Experience
PIMCO January 2011 - Present
Allianz Global Investors December 2006 - December 2010
Smith Barney September 2005 - December 2006
FINRA August 2004 - September 2005
Tyco Fire & Building Products January 2004 - April 2004
NH Bureau of Securities Regulaion May 2002 - September 2003
Fidelity Investments June 1998 - January 2002
Skills
Legal Research, Mutual Funds, Management, Securities, Series 7, Series 24, FINRA, Marketing, Series 63
Education
UNH School of Law 2001 — 2004
JD, Law
The University of Texas at Arlington 1990 — 1998
BA, Political Science
PIMCO January 2011 - Present
Allianz Global Investors December 2006 - December 2010
Smith Barney September 2005 - December 2006
FINRA August 2004 - September 2005
Tyco Fire & Building Products January 2004 - April 2004
NH Bureau of Securities Regulaion May 2002 - September 2003
Fidelity Investments June 1998 - January 2002
Skills
Legal Research, Mutual Funds, Management, Securities, Series 7, Series 24, FINRA, Marketing, Series 63
Education
UNH School of Law 2001 — 2004
JD, Law
The University of Texas at Arlington 1990 — 1998
BA, Political Science
Danielle Simaan-Fujioka Danielle Simaan-Fujioka's Allianz Global Investors Experience September 2007 - February 2011
Job Financial Services Professional
Industry Financial Services
Experience
UBS Financial Services November 2013 - October 2014
PIMCO February 2011 - February 2012
Allianz Global Investors September 2007 - February 2011
Smith Barney September 2003 - August 2007
Putnam Investments November 1999 - November 2002
Morgan Stanley July 1991 - October 1999
Skills
Mutual Funds, Wealth Management, Series 7, Alternative Investments, Investments, Series 63, Financial Services, Asset Management, Asset Allocation, Equities, Fixed Income, Financial Operations, Risk Management, Relationship Management, PWM Branch Operations, Investment Strategies
Education
The King's College
Bachelor's Degree, BS, Business Administration & Economics
UBS Financial Services November 2013 - October 2014
PIMCO February 2011 - February 2012
Allianz Global Investors September 2007 - February 2011
Smith Barney September 2003 - August 2007
Putnam Investments November 1999 - November 2002
Morgan Stanley July 1991 - October 1999
Skills
Mutual Funds, Wealth Management, Series 7, Alternative Investments, Investments, Series 63, Financial Services, Asset Management, Asset Allocation, Equities, Fixed Income, Financial Operations, Risk Management, Relationship Management, PWM Branch Operations, Investment Strategies
Education
The King's College
Bachelor's Degree, BS, Business Administration & Economics
Matthew Logan, CAIA Matthew Logan, CAIA's Allianz Global Investors Experience August 2014 - Present
Job Client Service Associate at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors August 2014 - Present
Merrill Lynch June 2012 - August 2014
Empire Asset Management Company July 2011 - June 2012
HFP Capital Markets August 2010 - July 2011
Skills
Client Services, Institutional Sales, Investor Relations, Defined Contribution, Key Account Management, National Accounts, Separately Managed..., Fixed Income, Equities, Alternative Investments, Mutual Funds, Capital Raising, Investment Management, Asset Management, Wealth Management, Portfolio Management, Hedge Funds, Private Equity, Structured Products, Insurance, Asset Allocation, Series 7, Series 65, Series 63, CAIA
Education
SUNY Oneonta 2006 — 2010
Bachelor of Science in Business Economics, Finance
Allianz Global Investors August 2014 - Present
Merrill Lynch June 2012 - August 2014
Empire Asset Management Company July 2011 - June 2012
HFP Capital Markets August 2010 - July 2011
Skills
Client Services, Institutional Sales, Investor Relations, Defined Contribution, Key Account Management, National Accounts, Separately Managed..., Fixed Income, Equities, Alternative Investments, Mutual Funds, Capital Raising, Investment Management, Asset Management, Wealth Management, Portfolio Management, Hedge Funds, Private Equity, Structured Products, Insurance, Asset Allocation, Series 7, Series 65, Series 63, CAIA
Education
SUNY Oneonta 2006 — 2010
Bachelor of Science in Business Economics, Finance
Lucy Aziz's Allianz Global Investors Experience June 2014 - August 2014
Job Associate Account Strategist at Google
Industry Financial Services
Experience
Google June 2015 - Present
Tufts Jackson Jills September 2012 - May 2015
Allianz Global Investors June 2014 - August 2014
Kathimerini, Greek supplement to the International New York Times January 2014 - May 2014
The Perseus Project July 2013 - August 2013
Skills
Corporate Communications, Research, Strategic Communications, Fundraising, Newsletters, Editing, Social Media, Public Relations, Translation, Economics, English, Administration, Newspapers, Marketing Communications, Media Relations, Digital Marketing, Internal Communications, Business Strategy, Strategy
Education
Tufts University 2011 — 2015
Bachelor's Degree, Economics, Classics
Google June 2015 - Present
Tufts Jackson Jills September 2012 - May 2015
Allianz Global Investors June 2014 - August 2014
Kathimerini, Greek supplement to the International New York Times January 2014 - May 2014
The Perseus Project July 2013 - August 2013
Skills
Corporate Communications, Research, Strategic Communications, Fundraising, Newsletters, Editing, Social Media, Public Relations, Translation, Economics, English, Administration, Newspapers, Marketing Communications, Media Relations, Digital Marketing, Internal Communications, Business Strategy, Strategy
Education
Tufts University 2011 — 2015
Bachelor's Degree, Economics, Classics
Jason O'Connor's Allianz Global Investors Experience April 2014 - Present
Job Internal Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors April 2014 - Present
Scotiabank May 2013 - April 2014
UBS Investment Bank September 2011 - October 2012
UBS Investment Bank September 2010 - September 2011
UBS Investment Bank July 2009 - September 2010
UBS Investment Bank March 2007 - July 2009
UBS Investment Bank March 2006 - March 2007
UBS Investment Bank February 2005 - March 2006
Nelson Communications March 2002 - February 2005
Education
State University of New York College at Oswego 1996 — 2000
BS, Accounting
Allianz Global Investors April 2014 - Present
Scotiabank May 2013 - April 2014
UBS Investment Bank September 2011 - October 2012
UBS Investment Bank September 2010 - September 2011
UBS Investment Bank July 2009 - September 2010
UBS Investment Bank March 2007 - July 2009
UBS Investment Bank March 2006 - March 2007
UBS Investment Bank February 2005 - March 2006
Nelson Communications March 2002 - February 2005
Education
State University of New York College at Oswego 1996 — 2000
BS, Accounting
Peter Kocmond Peter Kocmond's Allianz Global Investors Experience January 2014 - Present
Job Director, Retirement Product Management at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors January 2014 - Present
MFR Software, LLC / iplan March 2009 - December 2013
Kocmond Consulting January 2009 - December 2013
Xinnovation July 2007 - July 2008
Merrill Lynch March 2002 - July 2007
DLJdirect / CSFBdirect May 2000 - March 2002
Prudential April 1997 - April 2000
Skills
Product Management, Business Strategy, Product Development, Entrepreneurship, Start-ups, Financial Services, Strategic Planning, Strategic Partnerships, Strategy, Marketing, Investments, Strategic Financial..., Retirement, Financial Advisory, Mergers & Acquisitions, Business Planning, Private Equity, Relationship Management, Executive Management, Business Development, Asset Management, Competitive Analysis, Portfolio Management, Business Analysis, Financial Modeling, Management Consulting, Finance, Analytics, Small Business, Corporate Finance, Due Diligence, Consulting, Mutual Funds, Financial Planning
Education
Saint Lawrence University 1989 — 1993
BS
Allianz Global Investors January 2014 - Present
MFR Software, LLC / iplan March 2009 - December 2013
Kocmond Consulting January 2009 - December 2013
Xinnovation July 2007 - July 2008
Merrill Lynch March 2002 - July 2007
DLJdirect / CSFBdirect May 2000 - March 2002
Prudential April 1997 - April 2000
Skills
Product Management, Business Strategy, Product Development, Entrepreneurship, Start-ups, Financial Services, Strategic Planning, Strategic Partnerships, Strategy, Marketing, Investments, Strategic Financial..., Retirement, Financial Advisory, Mergers & Acquisitions, Business Planning, Private Equity, Relationship Management, Executive Management, Business Development, Asset Management, Competitive Analysis, Portfolio Management, Business Analysis, Financial Modeling, Management Consulting, Finance, Analytics, Small Business, Corporate Finance, Due Diligence, Consulting, Mutual Funds, Financial Planning
Education
Saint Lawrence University 1989 — 1993
BS
Anton Gorodniuk's Allianz Global Investors Experience June 2013 - August 2013
Job Research Analyst at SASB – Sustainability Accounting Standards Board
Industry Financial Services
Experience
SASB – Sustainability Accounting Standards Board August 2013 - Present
Allianz Global Investors June 2013 - August 2013
University of Alaska Fairbanks October 2011 - May 2013
Student Investment Fund (UAF) January 2012 - December 2012
Crestline Investors, Inc. May 2012 - August 2012
Colliers-International October 2009 - February 2010
Skills
Equities, Equity Research, Equity Valuation, Equity Trading, Asset Managment, Financial Analysis, Financial Statement..., Investments, Business Analysis, SWOT analysis, Market Research, Marketing, Intellectual Property, Real Estate, Commercial Real Estate, Hedge Funds, Fund Of Funds, Statistical Data..., Bloomberg, PerTrac, Microsoft Excel, PowerPoint, Microsoft Word, MySQL, Visual Studio, Data Analysis, Fundamental Analysis, Financial Services, FactSet, Financial Modeling, Investment Management, Equity Derivatives, Portfolio Management, Portfolio Performance..., Correlation Analysis, Statistics, Economics, Quantitative Analytics, Bloomberg Terminal, Due Diligence, Asset Management, Research, Valuation
Education
University of Alaska Fairbanks 2011 — 2013
M.B.A., Capital Markets
Saint Petersburg State University of Engineering and Economics (ENGECON) 2006 — 2010
Bachelor of Business Management (Honors), Real Estate Management
SASB – Sustainability Accounting Standards Board August 2013 - Present
Allianz Global Investors June 2013 - August 2013
University of Alaska Fairbanks October 2011 - May 2013
Student Investment Fund (UAF) January 2012 - December 2012
Crestline Investors, Inc. May 2012 - August 2012
Colliers-International October 2009 - February 2010
Skills
Equities, Equity Research, Equity Valuation, Equity Trading, Asset Managment, Financial Analysis, Financial Statement..., Investments, Business Analysis, SWOT analysis, Market Research, Marketing, Intellectual Property, Real Estate, Commercial Real Estate, Hedge Funds, Fund Of Funds, Statistical Data..., Bloomberg, PerTrac, Microsoft Excel, PowerPoint, Microsoft Word, MySQL, Visual Studio, Data Analysis, Fundamental Analysis, Financial Services, FactSet, Financial Modeling, Investment Management, Equity Derivatives, Portfolio Management, Portfolio Performance..., Correlation Analysis, Statistics, Economics, Quantitative Analytics, Bloomberg Terminal, Due Diligence, Asset Management, Research, Valuation
Education
University of Alaska Fairbanks 2011 — 2013
M.B.A., Capital Markets
Saint Petersburg State University of Engineering and Economics (ENGECON) 2006 — 2010
Bachelor of Business Management (Honors), Real Estate Management
Courtney Kulcak Courtney Kulcak's Allianz Global Investors Experience February 2009 - Present
Job Assistant Vice President, Client Service Associate at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors February 2009 - Present
Highland Capital Management, L.P. December 2005 - December 2008
Education
Texas Tech University - Rawls College of Business 2002 — 2005
Bachelor of Business Administration (BBA), Marketing
Allianz Global Investors February 2009 - Present
Highland Capital Management, L.P. December 2005 - December 2008
Education
Texas Tech University - Rawls College of Business 2002 — 2005
Bachelor of Business Administration (BBA), Marketing
Ajoy Reddi Ajoy Reddi's Allianz Global Investors Experience 2009 - 2012
Job International Equity Analyst at Fred Alger Management
Industry Investment Management
Experience
Fred Alger Management 2013 - Present
Allianz Global Investors 2009 - 2012
William Blair & Company 2007 - 2009
Franklin Templeton Investments 2005 - 2007
C.E. Unterberg Towbin 2001 - 2003
Credit Suisse First Boston 1999 - 2000
PricewaterhouseCoopers LLP 1997 - 1999
Skills
International Small Cap..., International Equities, Emerging Markets, Portfolio Management, European Equities, Financial Modeling, Investments, Investment Banking, Capital Markets, Financial Research, Due Diligence, Hedge Funds, Fixed Income, Equity Research, Equities, International, Alternative Investments, Equity Valuation, Small Cap, DCF, Institutional..., Mutual Funds, Technology Equity..., Healthcare Equity..., Japanese Equities, Asian Equities, Investment Management, Asset Management
Education
University of Chicago Booth School of Business
MBA, Accounting, Finance and Entrepreneurship
The Johns Hopkins University
BA, International Relations
Bethesda Chevy-Chase HS
Fred Alger Management 2013 - Present
Allianz Global Investors 2009 - 2012
William Blair & Company 2007 - 2009
Franklin Templeton Investments 2005 - 2007
C.E. Unterberg Towbin 2001 - 2003
Credit Suisse First Boston 1999 - 2000
PricewaterhouseCoopers LLP 1997 - 1999
Skills
International Small Cap..., International Equities, Emerging Markets, Portfolio Management, European Equities, Financial Modeling, Investments, Investment Banking, Capital Markets, Financial Research, Due Diligence, Hedge Funds, Fixed Income, Equity Research, Equities, International, Alternative Investments, Equity Valuation, Small Cap, DCF, Institutional..., Mutual Funds, Technology Equity..., Healthcare Equity..., Japanese Equities, Asian Equities, Investment Management, Asset Management
Education
University of Chicago Booth School of Business
MBA, Accounting, Finance and Entrepreneurship
The Johns Hopkins University
BA, International Relations
Bethesda Chevy-Chase HS
Frank Garofalo Frank Garofalo's Allianz Global Investors Experience July 2013 - Present
Job VP U.S. Head of IT Operations at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors July 2013 - Present
Allianz Global Investors April 2011 - June 2013
Allianz Global Investors June 1994 - October 2012
Education
SUNY Stony Brook 1989 — 1993
BS, Electrical Engineering
Allianz Global Investors July 2013 - Present
Allianz Global Investors April 2011 - June 2013
Allianz Global Investors June 1994 - October 2012
Education
SUNY Stony Brook 1989 — 1993
BS, Electrical Engineering
Frank Martello Frank Martello's Allianz Global Investors Experience May 2010 - Present
Job AVP, Internal Divisional Manager at Allianz Global Investors, CIMA®
Industry Financial Services
Experience
Allianz Global Investors May 2010 - Present
AllianceBernstein April 2008 - September 2010
AllianceBernstein December 2003 - April 2008
Morgan Stanley June 1998 - November 2003
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2007
CIMA Designation, Finance, General
Seton Hall University 1994 — 1998
B.S., Finance and Economics
Allianz Global Investors May 2010 - Present
AllianceBernstein April 2008 - September 2010
AllianceBernstein December 2003 - April 2008
Morgan Stanley June 1998 - November 2003
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2007
CIMA Designation, Finance, General
Seton Hall University 1994 — 1998
B.S., Finance and Economics
Halim Madi's Allianz Global Investors Experience April 2010 - September 2010
Job Advisor at Implify
Industry Internet
Experience
Implify May 2015 - Present
Exubrancy June 2015 - Present
The Caravanserai July 2015 - September 2015
Nanominded January 2014 - September 2015
NewsMonitor March 2015 - May 2015
Birdback November 2012 - January 2015
Rocket Internet GmbH March 2012 - November 2012
Integration Marketing and Communications July 2011 - December 2011
Booz & Company August 2010 - January 2011
Allianz Global Investors April 2010 - September 2010
Skills
Corporate Finance, Investment Banking, Valuation, Forecasting, Financial Analysis, Equities, Asset Managment, Entrepreneurship, Investments, Financial Modeling, Business Strategy, Philosophy, Abstraction, Financial Markets, Poetry, Early-stage Startups, Asset Management, Analysis, Strategic Partnerships, Market Research, Private Equity, Finance, Venture Capital, Start-ups, Business Planning, Economics, Banking, Corporate Development, Business Modeling, Strategy, Protein Folding, Sweet 16, Chairs, Guinea Pigs, Carpet, Baby Blessings, Nuclear Weapons, Wargaming, Alienbrain, Pastry, Squirrel
Education
University of Toronto 2011 — 2011
6-month Exchange Program at Rotman School of Management, Data Mining, Corporate Finance and Valuation, Applied Portfolio Management
London School of Economics and Political Science, U. of London 2009 — 2009
Summer School, Alternative Investments
Université Paris Dauphine 2008 — 2012
Magister, Banking, Finance and Insurance
Université Panthéon Sorbonne (Paris I) 2006 — 2008
Certificate of higher studies, Economics and accounting, Highest honors
College Notre-Dame de Jamhour 1998 — 2006
High School Diploma, French and Lebanese Baccalaureate, Honors
Implify May 2015 - Present
Exubrancy June 2015 - Present
The Caravanserai July 2015 - September 2015
Nanominded January 2014 - September 2015
NewsMonitor March 2015 - May 2015
Birdback November 2012 - January 2015
Rocket Internet GmbH March 2012 - November 2012
Integration Marketing and Communications July 2011 - December 2011
Booz & Company August 2010 - January 2011
Allianz Global Investors April 2010 - September 2010
Skills
Corporate Finance, Investment Banking, Valuation, Forecasting, Financial Analysis, Equities, Asset Managment, Entrepreneurship, Investments, Financial Modeling, Business Strategy, Philosophy, Abstraction, Financial Markets, Poetry, Early-stage Startups, Asset Management, Analysis, Strategic Partnerships, Market Research, Private Equity, Finance, Venture Capital, Start-ups, Business Planning, Economics, Banking, Corporate Development, Business Modeling, Strategy, Protein Folding, Sweet 16, Chairs, Guinea Pigs, Carpet, Baby Blessings, Nuclear Weapons, Wargaming, Alienbrain, Pastry, Squirrel
Education
University of Toronto 2011 — 2011
6-month Exchange Program at Rotman School of Management, Data Mining, Corporate Finance and Valuation, Applied Portfolio Management
London School of Economics and Political Science, U. of London 2009 — 2009
Summer School, Alternative Investments
Université Paris Dauphine 2008 — 2012
Magister, Banking, Finance and Insurance
Université Panthéon Sorbonne (Paris I) 2006 — 2008
Certificate of higher studies, Economics and accounting, Highest honors
College Notre-Dame de Jamhour 1998 — 2006
High School Diploma, French and Lebanese Baccalaureate, Honors
James Hwang James Hwang's Allianz Global Investors Experience August 2011 - January 2013
Job Software Engineer at Entelo
Industry Internet
Experience
Entelo December 2014 - Present
New Relic, Inc. January 2013 - December 2014
Allianz Global Investors August 2011 - January 2013
Ernst & Young February 2009 - August 2011
Boeing July 2004 - January 2009
UC Riverside March 2002 - June 2004
Skills
Proposal Writing, Negotiation, Hyperion Planning, Long Range Planning, Financial Analysis, Financial Modeling, Forecasting, Process Improvement, Strategic Financial..., Business Analysis, Data Analysis, Financial Reporting, Budgets, Program Management, Essbase, Variance Analysis, Change Management, Project Management, Analysis, JavaScript, Ruby on Rails, Requirements Analysis, Project Planning, Hyperion Enterprise, Business Process..., Enterprise Software
Education
University of Southern California - Marshall School of Business 2006 — 2008
Masters, Business Administration
University of California, Riverside 2000 — 2004
BS, Computer Science and Pure Mathematics
Entelo December 2014 - Present
New Relic, Inc. January 2013 - December 2014
Allianz Global Investors August 2011 - January 2013
Ernst & Young February 2009 - August 2011
Boeing July 2004 - January 2009
UC Riverside March 2002 - June 2004
Skills
Proposal Writing, Negotiation, Hyperion Planning, Long Range Planning, Financial Analysis, Financial Modeling, Forecasting, Process Improvement, Strategic Financial..., Business Analysis, Data Analysis, Financial Reporting, Budgets, Program Management, Essbase, Variance Analysis, Change Management, Project Management, Analysis, JavaScript, Ruby on Rails, Requirements Analysis, Project Planning, Hyperion Enterprise, Business Process..., Enterprise Software
Education
University of Southern California - Marshall School of Business 2006 — 2008
Masters, Business Administration
University of California, Riverside 2000 — 2004
BS, Computer Science and Pure Mathematics
David Suspanic's Allianz Global Investors Experience August 2011 - Present
Job Project Manager at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors August 2011 - Present
Health Club Media Network September 2008 - May 2009
AIG July 2008 - September 2008
Office of the Attorney General of the State of New York January 2007 - July 2008
Barclays September 2005 - August 2006
Thomson Reuters January 2003 - September 2005
Braun Consulting November 1999 - September 2003
Monitor Deloitte August 1999 - November 1999
MacKenzie Communications February 1999 - August 1999
McGraw Hill Financial March 1998 - February 1999
Skills
Adobe Creative Suite, Microsoft Office, Apple Aperture, Marketing, Leadership, Managerial Finance, Managerial Economics, Microsoft Excel, Research, Project Management, Advertising, PowerPoint, Marketing Strategy, Social Media, Marketing Communications, Strategic Planning, Budgets, Customer Service, Public Speaking, Email Marketing, Management, Graphic Design, InDesign, Photoshop, Strategy, Finance
Education
The College of Saint Rose 2006 — 2008
Master of Business Administration (M.B.A.), General Management, Huether School of Business, 3.75
The College of Saint Rose 1990 — 1995
Bachelor's Degree, Communications, The William Randolph Hearst Center for Communications and Interactive Media
Allianz Global Investors August 2011 - Present
Health Club Media Network September 2008 - May 2009
AIG July 2008 - September 2008
Office of the Attorney General of the State of New York January 2007 - July 2008
Barclays September 2005 - August 2006
Thomson Reuters January 2003 - September 2005
Braun Consulting November 1999 - September 2003
Monitor Deloitte August 1999 - November 1999
MacKenzie Communications February 1999 - August 1999
McGraw Hill Financial March 1998 - February 1999
Skills
Adobe Creative Suite, Microsoft Office, Apple Aperture, Marketing, Leadership, Managerial Finance, Managerial Economics, Microsoft Excel, Research, Project Management, Advertising, PowerPoint, Marketing Strategy, Social Media, Marketing Communications, Strategic Planning, Budgets, Customer Service, Public Speaking, Email Marketing, Management, Graphic Design, InDesign, Photoshop, Strategy, Finance
Education
The College of Saint Rose 2006 — 2008
Master of Business Administration (M.B.A.), General Management, Huether School of Business, 3.75
The College of Saint Rose 1990 — 1995
Bachelor's Degree, Communications, The William Randolph Hearst Center for Communications and Interactive Media
Alessandro Previtero Alessandro Previtero's Allianz Global Investors Experience 2014 - 2015
Job Finance Assistant Professor (Visiting) at McCombs School of Business
Industry Financial Services
Experience
McCombs School of Business, The University of Texas at Austin September 2015 - Present
Richard Ivey School of Business July 2010 - August 2015
Allianz Global Investors 2014 - 2015
UCLA Anderson School of Management March 2007 - June 2010
SDA Bocconi School of Management April 1999 - March 2007
Skills
Financial Modeling, Data Analysis, Statistics, Economics, Research, Valuation, Stata, Financial Analysis, Quantitative Analytics, Econometrics, R, Analysis, Microsoft Excel, Corporate Finance, Analytics, Leadership, PowerPoint, Microsoft Office, Finance, Business Strategy, Matlab, Management Consulting
Education
Università Commerciale 'Luigi Bocconi' / Bocconi University 1994 — 1999
Bachelor of Business Administration (BBA), Finance
McCombs School of Business, The University of Texas at Austin September 2015 - Present
Richard Ivey School of Business July 2010 - August 2015
Allianz Global Investors 2014 - 2015
UCLA Anderson School of Management March 2007 - June 2010
SDA Bocconi School of Management April 1999 - March 2007
Skills
Financial Modeling, Data Analysis, Statistics, Economics, Research, Valuation, Stata, Financial Analysis, Quantitative Analytics, Econometrics, R, Analysis, Microsoft Excel, Corporate Finance, Analytics, Leadership, PowerPoint, Microsoft Office, Finance, Business Strategy, Matlab, Management Consulting
Education
Università Commerciale 'Luigi Bocconi' / Bocconi University 1994 — 1999
Bachelor of Business Administration (BBA), Finance
Jessica Livesay Jessica Livesay's Allianz Global Investors Experience November 2011 - May 2012
Job Office Manager at Pear Bureau Northwest
Industry Human Resources
Experience
Pear Bureau Northwest January 2013 - Present
Allianz Global Investors November 2011 - May 2012
Bubba Gump Shrimp Co. October 2006 - December 2010
OpenClovis July 2004 - October 2006
NovaCare May 2003 - July 2004
Sonoma State University August 2001 - November 2001
Skills
Benefits Administration, Employee Relations, Employee Benefits, Accounts Payable, Leadership, Human Resources, Payroll, Team Building, Training, Account Reconciliation
Education
Sonoma State University 2000 — 2002
B.S, Business Administration, Human Resource
Pear Bureau Northwest January 2013 - Present
Allianz Global Investors November 2011 - May 2012
Bubba Gump Shrimp Co. October 2006 - December 2010
OpenClovis July 2004 - October 2006
NovaCare May 2003 - July 2004
Sonoma State University August 2001 - November 2001
Skills
Benefits Administration, Employee Relations, Employee Benefits, Accounts Payable, Leadership, Human Resources, Payroll, Team Building, Training, Account Reconciliation
Education
Sonoma State University 2000 — 2002
B.S, Business Administration, Human Resource
Clark Biggers Clark Biggers's Allianz Global Investors Experience December 2008 - December 2010
Job VP, Product Management at Prudential Fixed Income
Industry Investment Management
Experience
Prudential Fixed Income November 2013 - Present
FFTW April 2011 - October 2013
Allianz Global Investors December 2008 - December 2010
Allianz Global Investors August 2007 - December 2008
PBGC August 2005 - August 2007
Lockheed Martin Investment Management Co. May 2004 - August 2005
Citigroup November 2002 - April 2005
Capital Group Companies May 1995 - November 2002
Skills
Fixed Income, Hedge Funds, Asset Managment, Bloomberg, Capital Markets, Derivatives, Due Diligence, Financial Markets, Financial Modeling, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Asset Management, Asset Allocation, Alternative Investments
Education
The University of Texas at San Antonio 1997 — 2001
MBA
University of Southern California - Marshall School of Business 1987 — 1991
Prudential Fixed Income November 2013 - Present
FFTW April 2011 - October 2013
Allianz Global Investors December 2008 - December 2010
Allianz Global Investors August 2007 - December 2008
PBGC August 2005 - August 2007
Lockheed Martin Investment Management Co. May 2004 - August 2005
Citigroup November 2002 - April 2005
Capital Group Companies May 1995 - November 2002
Skills
Fixed Income, Hedge Funds, Asset Managment, Bloomberg, Capital Markets, Derivatives, Due Diligence, Financial Markets, Financial Modeling, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Asset Management, Asset Allocation, Alternative Investments
Education
The University of Texas at San Antonio 1997 — 2001
MBA
University of Southern California - Marshall School of Business 1987 — 1991
Stephanie Kulwich Stephanie Kulwich's Allianz Global Investors Experience March 2015 - Present
Job AVP, Channel Marketing Manager at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors March 2015 - Present
Quantitative Management Associates LLC September 2012 - February 2015
PineBridge Investments November 2010 - April 2012
Highland Capital Management February 2010 - November 2010
Alpha Equity Management February 2006 - July 2009
Education
Syracuse University 2000 — 2004
BS, Speech Communication, Philosophy, Political Science
Allianz Global Investors March 2015 - Present
Quantitative Management Associates LLC September 2012 - February 2015
PineBridge Investments November 2010 - April 2012
Highland Capital Management February 2010 - November 2010
Alpha Equity Management February 2006 - July 2009
Education
Syracuse University 2000 — 2004
BS, Speech Communication, Philosophy, Political Science
Robert Christe Jr. Robert Christe Jr.'s Allianz Global Investors Experience June 2015 - August 2015
Job Buying a cash flow positive business below its intrinsic value is the best path to capital appreciation
Industry Financial Services
Experience
Allianz Global Investors June 2015 - August 2015
Walmart pharmacy June 1998 - August 2014
Skills
Economics, Banking, Microsoft Office, Risk Management, Strategic Planning, Business Analysis, Project Management, Investments, Customer Service, Microsoft Excel, Financial Analysis, Finance
Education
University of Alaska Fairbanks 2013 — 2015
Master of Business Administration (M.B.A.), Capital markets
University of Alaska Fairbanks 2010 — 2013
Bachelor's Degree, Finance, 3.24
Allianz Global Investors June 2015 - August 2015
Walmart pharmacy June 1998 - August 2014
Skills
Economics, Banking, Microsoft Office, Risk Management, Strategic Planning, Business Analysis, Project Management, Investments, Customer Service, Microsoft Excel, Financial Analysis, Finance
Education
University of Alaska Fairbanks 2013 — 2015
Master of Business Administration (M.B.A.), Capital markets
University of Alaska Fairbanks 2010 — 2013
Bachelor's Degree, Finance, 3.24
Casey Hansen's Allianz Global Investors Experience February 2006 - June 2010
Job Sales Director Capax Global
Industry Information Technology and Services
Experience
NUE Agency, LLC August 2015 - Present
The Wetzel Foundation November 2014 - Present
Capax Global April 2012 - Present
Citi June 2010 - April 2012
Allianz Global Investors February 2006 - June 2010
Skills
Cloud Computing, Solution Selling, Professional Services, Management, Microsoft Exchange, CRM, Business Intelligence, Enterprise Architecture, Disaster Recovery, Strategy, Managed Services, E-Discovery Consulting, Enterprise Vault, Data Migration, IT Strategy, Consulting, Storage, Cloud Computing IaaS, Email Archiving, Microsoft CRM, SharePoint, Lync Server 2010, Office 365, Enterprise Solution..., Big Data, Business Strategy, Solution Architecture, Requirements Analysis, Microsoft Technologies, Business Development, Sales Enablement, Vendor Management, Analysis, Business Process..., Partner Management, System Deployment, Customer Engagement, Complex Sales, Enterprise Software, Channel Partners, SaaS, Enterprise Search, Sales, Strategic Partnerships, Account Management, Strategic Planning, New Business Development, HP, Databases
Education
Tulane University - A.B. Freeman School of Business 2004 — 2005
MFIN, Finance
Tulane University - A.B. Freeman School of Business 2000 — 2004
BSM, Finance
UNC Chapel Hill 2001 — 2001
NUE Agency, LLC August 2015 - Present
The Wetzel Foundation November 2014 - Present
Capax Global April 2012 - Present
Citi June 2010 - April 2012
Allianz Global Investors February 2006 - June 2010
Skills
Cloud Computing, Solution Selling, Professional Services, Management, Microsoft Exchange, CRM, Business Intelligence, Enterprise Architecture, Disaster Recovery, Strategy, Managed Services, E-Discovery Consulting, Enterprise Vault, Data Migration, IT Strategy, Consulting, Storage, Cloud Computing IaaS, Email Archiving, Microsoft CRM, SharePoint, Lync Server 2010, Office 365, Enterprise Solution..., Big Data, Business Strategy, Solution Architecture, Requirements Analysis, Microsoft Technologies, Business Development, Sales Enablement, Vendor Management, Analysis, Business Process..., Partner Management, System Deployment, Customer Engagement, Complex Sales, Enterprise Software, Channel Partners, SaaS, Enterprise Search, Sales, Strategic Partnerships, Account Management, Strategic Planning, New Business Development, HP, Databases
Education
Tulane University - A.B. Freeman School of Business 2004 — 2005
MFIN, Finance
Tulane University - A.B. Freeman School of Business 2000 — 2004
BSM, Finance
UNC Chapel Hill 2001 — 2001
Ronald Im Ronald Im's Allianz Global Investors Experience 2008 - 2010
Job Manager PwC Management Consulting
Industry Management Consulting
Experience
PwC August 2012 - Present
Allianz Global Investors 2008 - 2010
White Cap Construction Supply January 2007 - February 2008
Smart Electronics & Assembly, Inc. November 2004 - January 2007
Skills
Six Sigma - Green Belt, Microsoft Applications, SAP, Oracle Reports, PeopleSoft, Strategy, Analysis, Consulting, Data Analysis, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Management, Management Consulting, Business Analysis, Microsoft Excel, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Strategy, Finance, Entrepreneurship
University of California, Irvine 2000 — 2004
B.A., Economics
PwC August 2012 - Present
Allianz Global Investors 2008 - 2010
White Cap Construction Supply January 2007 - February 2008
Smart Electronics & Assembly, Inc. November 2004 - January 2007
Skills
Six Sigma - Green Belt, Microsoft Applications, SAP, Oracle Reports, PeopleSoft, Strategy, Analysis, Consulting, Data Analysis, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Management, Management Consulting, Business Analysis, Microsoft Excel, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Strategy, Finance, Entrepreneurship
University of California, Irvine 2000 — 2004
B.A., Economics
Laurie Starkey's Allianz Global Investors Experience November 2013 - Present
Job RFP Associate at Allianz Global Investors
Industry Marketing and Advertising
Experience
Allianz Global Investors November 2013 - Present
SimCorp July 2012 - May 2013
NICE Actimize April 2011 - June 2012
Lightpath October 2008 - April 2011
ARCADIS June 2007 - October 2008
Skills
Social Media, Marketing Strategy, Microsoft Office, Public Relations, Advertising, Event Planning, Online Advertising, Marketing Communications, Social Media Marketing, Marketing, Event Management, Sales, Management, Email Marketing, Lead Generation, Salesforce.com, Trade Shows
Education
University at Buffalo
Bachelor of Arts (B.A.), Communication and Media Studies
Allianz Global Investors November 2013 - Present
SimCorp July 2012 - May 2013
NICE Actimize April 2011 - June 2012
Lightpath October 2008 - April 2011
ARCADIS June 2007 - October 2008
Skills
Social Media, Marketing Strategy, Microsoft Office, Public Relations, Advertising, Event Planning, Online Advertising, Marketing Communications, Social Media Marketing, Marketing, Event Management, Sales, Management, Email Marketing, Lead Generation, Salesforce.com, Trade Shows
Education
University at Buffalo
Bachelor of Arts (B.A.), Communication and Media Studies
Giorgio Carlino Giorgio Carlino's Allianz Global Investors Experience January 2015 - Present
Job CoChief Investment Officer Multi Asset US at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors January 2015 - Present
Allianz Global Investors March 2013 - January 2015
Allianz Global Investors January 2008 - March 2013
Ras Asset Management January 2004 - January 2008
Commerzbank AM Italy August 2001 - December 2003
Datamat Spa September 2000 - July 2001
Skills
Portfolio Management, SQL, Asset Management, Asset Allocation, Hedge Funds, Asset Managment, Bloomberg, Mutual Funds, Emerging Markets, Equities, Alternative Investments, Wealth Management, Finance, Fund Of Funds, Investment Strategies, Fixed Income, Financial Markets, Equity, Asset allocation
Education
Università di Bologna 2000 — 2001
Master, Portfolio Management and Risk Control
Università degli Studi di Roma 'La Sapienza' 1992 — 1999
BS, Economy and Business Administration
Allianz Global Investors January 2015 - Present
Allianz Global Investors March 2013 - January 2015
Allianz Global Investors January 2008 - March 2013
Ras Asset Management January 2004 - January 2008
Commerzbank AM Italy August 2001 - December 2003
Datamat Spa September 2000 - July 2001
Skills
Portfolio Management, SQL, Asset Management, Asset Allocation, Hedge Funds, Asset Managment, Bloomberg, Mutual Funds, Emerging Markets, Equities, Alternative Investments, Wealth Management, Finance, Fund Of Funds, Investment Strategies, Fixed Income, Financial Markets, Equity, Asset allocation
Education
Università di Bologna 2000 — 2001
Master, Portfolio Management and Risk Control
Università degli Studi di Roma 'La Sapienza' 1992 — 1999
BS, Economy and Business Administration
Brear Cannarsa, CFA Brear Cannarsa, CFA's Allianz Global Investors Experience September 2000 - October 2001
Job
Industry Investment Management
Experience
Ballast Point Investments, LLC March 2011 - Present
Brandes Investment Partners November 2001 - February 2011
Allianz Global Investors September 2000 - October 2001
JPMorgan Chase & Co. - Switzerland August 1996 - March 2000
Citigroup Private Bank, Switzerland 1994 - 1996
Ford Motor Company 1993 - 1994
Inter-American Development Bank 1989 - 1989
Skills
Investments, Equities, Capital Management, Emerging Markets, Asset Management, Fixed Income, Portfolio Management, Investment Strategies, Institutional Clients, Trading, High Yield, Stock Picking, Investment Advisory, Value Investing, Valuation, Asset Managment, Equity Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business
Universidad Complutense de Madrid
Yr. Abroad
Point Loma High
Ballast Point Investments, LLC March 2011 - Present
Brandes Investment Partners November 2001 - February 2011
Allianz Global Investors September 2000 - October 2001
JPMorgan Chase & Co. - Switzerland August 1996 - March 2000
Citigroup Private Bank, Switzerland 1994 - 1996
Ford Motor Company 1993 - 1994
Inter-American Development Bank 1989 - 1989
Skills
Investments, Equities, Capital Management, Emerging Markets, Asset Management, Fixed Income, Portfolio Management, Investment Strategies, Institutional Clients, Trading, High Yield, Stock Picking, Investment Advisory, Value Investing, Valuation, Asset Managment, Equity Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business
Universidad Complutense de Madrid
Yr. Abroad
Point Loma High
Alyssah Mohammed Alyssah Mohammed's Allianz Global Investors Experience August 2014 - Present
Job Internal Investment Consultant at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors August 2014 - Present
Prudential Investments February 2013 - April 2014
Prudential Financial June 2010 - February 2013
Education
Stony Brook University
Bachelor of Science (BS)
Allianz Global Investors August 2014 - Present
Prudential Investments February 2013 - April 2014
Prudential Financial June 2010 - February 2013
Education
Stony Brook University
Bachelor of Science (BS)
Justin Kwong's Allianz Global Investors Experience June 2013 - August 2013
Job Founder at Wiya
Industry Internet
Experience
Wiya, Inc January 2015 - Present
wonnova June 2014 - August 2014
Phi Kappa Psi Fraternity April 2013 - April 2014
Allianz Global Investors June 2013 - August 2013
Skills
Entrepreneurship, User Experience, User Interface Design, History, Sketch, Product Development
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (B.A.), History, Entrepreneurship & Management
Chinese International School 2000 — 2011
International Baccalaureate
Wiya, Inc January 2015 - Present
wonnova June 2014 - August 2014
Phi Kappa Psi Fraternity April 2013 - April 2014
Allianz Global Investors June 2013 - August 2013
Skills
Entrepreneurship, User Experience, User Interface Design, History, Sketch, Product Development
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (B.A.), History, Entrepreneurship & Management
Chinese International School 2000 — 2011
International Baccalaureate
Robert J. Cruz, CIMA, AIFA, CRPS Robert J. Cruz, CIMA, AIFA, CRPS's Allianz Global Investors Experience June 2014 - Present
Job Director, Retirement Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors June 2014 - Present
BlackRock May 2010 - June 2014
AllianceBernstein June 1999 - May 2010
Skills
Retirement, Mutual Funds, 401k, Defined Benefit, Series 63, Series 7, Investments, Asset Allocation, Retirement Planning, Defined Contribution
Education
University at Buffalo 1992 — 1993
International Business
Allianz Global Investors June 2014 - Present
BlackRock May 2010 - June 2014
AllianceBernstein June 1999 - May 2010
Skills
Retirement, Mutual Funds, 401k, Defined Benefit, Series 63, Series 7, Investments, Asset Allocation, Retirement Planning, Defined Contribution
Education
University at Buffalo 1992 — 1993
International Business
Stephen McDonald, CFA Stephen McDonald, CFA's Allianz Global Investors Experience August 2014 - Present
Job Research Associate
Industry Investment Management
Experience
Allianz Global Investors August 2014 - Present
Allianz Global Investors March 2012 - August 2014
FactSet July 2007 - August 2010
Skills
Product Marketing, Financial Markets, Competitive Analysis, Financial Services, Derivatives, Chartered Financial...
Education
University of Arizona
Bachelor's degree, Business Administration and Management, General
Allianz Global Investors August 2014 - Present
Allianz Global Investors March 2012 - August 2014
FactSet July 2007 - August 2010
Skills
Product Marketing, Financial Markets, Competitive Analysis, Financial Services, Derivatives, Chartered Financial...
Education
University of Arizona
Bachelor's degree, Business Administration and Management, General
Darin Fierstein Darin Fierstein's Allianz Global Investors Experience March 2007 - May 2014
Job Senior Vice President, Senior Analyst at Robeco
Industry Investment Management
Experience
Robeco May 2014 - Present
Allianz Global Investors March 2007 - May 2014
Wachovia Capital Markets LLC May 2004 - March 2007
Linden & Associates October 2002 - May 2004
Homestore, Inc. August 2000 - February 2002
Montgomery Securities/Banc of America Securities June 1995 - March 1998
Skills
Equity Research, Portfolio Management, Financial Analysis, Equities, Valuation, Bloomberg, Investments, Financial Modeling, Equity Valuation, Asset Management, Capital Markets, Financial Markets, Investment Management, Derivatives
Education
University of Southern California - Marshall School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Finance
UC Santa Barbara 1992 — 1994
Bachelor of Arts (B.A.), Business/Managerial Economics
Syracuse University 1990 — 1992
Robeco May 2014 - Present
Allianz Global Investors March 2007 - May 2014
Wachovia Capital Markets LLC May 2004 - March 2007
Linden & Associates October 2002 - May 2004
Homestore, Inc. August 2000 - February 2002
Montgomery Securities/Banc of America Securities June 1995 - March 1998
Skills
Equity Research, Portfolio Management, Financial Analysis, Equities, Valuation, Bloomberg, Investments, Financial Modeling, Equity Valuation, Asset Management, Capital Markets, Financial Markets, Investment Management, Derivatives
Education
University of Southern California - Marshall School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Finance
UC Santa Barbara 1992 — 1994
Bachelor of Arts (B.A.), Business/Managerial Economics
Syracuse University 1990 — 1992
Fiona Frawley-Hawes Fiona Frawley-Hawes's Allianz Global Investors Experience March 2011 - Present
Job Internal Retirement Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors March 2011 - Present
Andrew Cuomo for AG October 2006 - January 2008
Skills
Series 7
Education
The Catholic University of America 2000 — 2004
Bachelor of Arts (B.A.), Politics
Allianz Global Investors March 2011 - Present
Andrew Cuomo for AG October 2006 - January 2008
Skills
Series 7
Education
The Catholic University of America 2000 — 2004
Bachelor of Arts (B.A.), Politics
Joe Carson's Allianz Global Investors Experience October 2010 - January 2013
Job Coowner of City SpeakEZ, LLC.
Industry Education Management
Experience
City SpeakEZ February 2013 - Present
PIMCO January 2013 - April 2014
Allianz Global Investors October 2010 - January 2013
Skills
Business Objects, Salesforce.com, Market Analysis, Sales Support, SQL Server, Excel, Crystal Reports, Access, Microsoft Excel, RIA, Data Analysis, Analysis, Business Intelligence, Business Analysis, Microsoft SQL Server, SQL, CRM
Education
State University of New York at Albany 2005 — 2009
Bachelor's degree, Information Science/Studies
City SpeakEZ February 2013 - Present
PIMCO January 2013 - April 2014
Allianz Global Investors October 2010 - January 2013
Skills
Business Objects, Salesforce.com, Market Analysis, Sales Support, SQL Server, Excel, Crystal Reports, Access, Microsoft Excel, RIA, Data Analysis, Analysis, Business Intelligence, Business Analysis, Microsoft SQL Server, SQL, CRM
Education
State University of New York at Albany 2005 — 2009
Bachelor's degree, Information Science/Studies
Nick Loglisci Jr.'s Allianz Global Investors Experience April 2011 - Present
Job Managing Director, Head of Consultant Relations North America at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors April 2011 - Present
AllianceBernstein April 2005 - April 2011
TimeLink 2001 - 2005
IBS/Digital Fusion 1994 - 2001
Motorola 1990 - 1994
US Army 1985 - 1990
Education
United States Military Academy at West Point 1981 — 1985
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA
Allianz Global Investors April 2011 - Present
AllianceBernstein April 2005 - April 2011
TimeLink 2001 - 2005
IBS/Digital Fusion 1994 - 2001
Motorola 1990 - 1994
US Army 1985 - 1990
Education
United States Military Academy at West Point 1981 — 1985
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA
John Andrews, CIMA®, CRPS® John Andrews, CIMA®, CRPS®'s Allianz Global Investors Experience March 2011 - Present
Job Vice President, External Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors March 2011 - Present
Allianz Global Investors February 2009 - March 2011
Allianz Global Investors September 2007 - February 2009
Merrill Lynch July 2005 - September 2007
Court TV June 2002 - March 2005
Pershing, a BNY Mellon company June 2000 - May 2002
Education
State University of New York College at Oneonta 1996 — 2000
BS, Business Economics
Allianz Global Investors March 2011 - Present
Allianz Global Investors February 2009 - March 2011
Allianz Global Investors September 2007 - February 2009
Merrill Lynch July 2005 - September 2007
Court TV June 2002 - March 2005
Pershing, a BNY Mellon company June 2000 - May 2002
Education
State University of New York College at Oneonta 1996 — 2000
BS, Business Economics
Joe Baner, CISM, CRISC Joe Baner, CISM, CRISC's Allianz Global Investors Experience October 2012 - Present
Job Vice President Information Security Officer, US at Allianz Global Investors
Industry Banking
Experience
Allianz Global Investors October 2012 - Present
Banco Bilbao Vizcaya Argentaria October 2002 - October 2012
Standard Chartered Bank April 1998 - September 2002
Union Bank of Switzerland October 1996 - April 1998
Home Federal Savings Bank August 1994 - October 1996
Skills
Business Continuity, Risk Mitigation, Security, Risk Management, SOX, Information Security..., Enterprise Risk..., Information Security, Sarbanes-Oxley Act, ISO 27001, IT Audit, Disaster Recovery, Security Audits, IT Strategy, Information Technology, CISM, Information Security..., COBIT, Project Planning, Network Security, Governance, Risk Assessment, IT Service Management, CISA, Emergency Management, IT Management, Financial Risk, Operational Risk..., Business Continuity..., Management, Operational Risk, PCI DSS, Security Awareness, Analysis, Risk Analysis, Leadership, AML, Penetration Testing, Basel II
Education
State University of New York at Stony Brook 1988 — 1990
Bachelor of Arts (B.A.), Economics
Allianz Global Investors October 2012 - Present
Banco Bilbao Vizcaya Argentaria October 2002 - October 2012
Standard Chartered Bank April 1998 - September 2002
Union Bank of Switzerland October 1996 - April 1998
Home Federal Savings Bank August 1994 - October 1996
Skills
Business Continuity, Risk Mitigation, Security, Risk Management, SOX, Information Security..., Enterprise Risk..., Information Security, Sarbanes-Oxley Act, ISO 27001, IT Audit, Disaster Recovery, Security Audits, IT Strategy, Information Technology, CISM, Information Security..., COBIT, Project Planning, Network Security, Governance, Risk Assessment, IT Service Management, CISA, Emergency Management, IT Management, Financial Risk, Operational Risk..., Business Continuity..., Management, Operational Risk, PCI DSS, Security Awareness, Analysis, Risk Analysis, Leadership, AML, Penetration Testing, Basel II
Education
State University of New York at Stony Brook 1988 — 1990
Bachelor of Arts (B.A.), Economics
ndeye astou kebe ndeye astou kebe's Allianz Global Investors Experience December 2006 - February 2012
Job Financial Analyst
Industry Investment Management
Experience
Allianz Global Investors December 2006 - February 2012
Credit Agricole Asset Management June 2004 - November 2006
BNP Paribas Investment Partners May 2003 - May 2004
LIMSI CNRS April 2002 - September 2002
Skills
Financial Risk, Reporting & Analysis, Economics, Data Analysis, Customer Oriented, Asset Allocation, Mathematics, Equities, Fixed Income, Project Management, Islamic Finance, Marketing Strategy, Accounting, Auditing, Bonds, Financial Analysis, External Audit, Asset Management, investment analysis
Education
University of Ottawa
English Language and Literature/Letters
Université Pierre et Marie Curie (Paris VI) 2002 — 2003
Master's degree, Finance, General
Université Pierre et Marie Curie (Paris VI) 2001 — 2002
Master's degree, Ingeniering and Modeling
Université René Descartes (Paris V) 1998 — 2000
Bachelor's degree, Mathematics and Computer Science
Allianz Global Investors December 2006 - February 2012
Credit Agricole Asset Management June 2004 - November 2006
BNP Paribas Investment Partners May 2003 - May 2004
LIMSI CNRS April 2002 - September 2002
Skills
Financial Risk, Reporting & Analysis, Economics, Data Analysis, Customer Oriented, Asset Allocation, Mathematics, Equities, Fixed Income, Project Management, Islamic Finance, Marketing Strategy, Accounting, Auditing, Bonds, Financial Analysis, External Audit, Asset Management, investment analysis
Education
University of Ottawa
English Language and Literature/Letters
Université Pierre et Marie Curie (Paris VI) 2002 — 2003
Master's degree, Finance, General
Université Pierre et Marie Curie (Paris VI) 2001 — 2002
Master's degree, Ingeniering and Modeling
Université René Descartes (Paris V) 1998 — 2000
Bachelor's degree, Mathematics and Computer Science
Joshua Moss Joshua Moss's Allianz Global Investors Experience 2001 - 2007
Job
Industry Investment Management
Experience
EAM LLC October 2007 - Present
Allianz Global Investors 2001 - 2007
Credit Suisse January 2000 - June 2001
Skills
Equities, Hedge Funds, Asset Management, Portfolio Management, Investments, Business Development, Investment Management
Education
UCLA Anderson School of Management 2004 — 2006
MBA
University of California, San Diego 1996 — 1999
BA
EAM LLC October 2007 - Present
Allianz Global Investors 2001 - 2007
Credit Suisse January 2000 - June 2001
Skills
Equities, Hedge Funds, Asset Management, Portfolio Management, Investments, Business Development, Investment Management
Education
UCLA Anderson School of Management 2004 — 2006
MBA
University of California, San Diego 1996 — 1999
BA
Kevin W. Smith's Allianz Global Investors Experience September 2014 - January 2015
Job Freelance writer & editor helping tell great stories.
Industry Writing and Editing
Experience
Webmarketing123 February 2015 - Present
E. & J. Gallo Winery September 2014 - Present
Various June 2014 - Present
VICE Media, LLC August 2015 - August 2015
Allianz Global Investors September 2014 - January 2015
Paste Magazine August 2014 - November 2014
Gothamist.com July 2014 - November 2014
Magnifi (formerly DeliRadio) April 2012 - May 2014
SF Weekly April 2014 - April 2014
Future US December 2009 - July 2012
Skills
Storytelling, Press Releases, Content Management, Social Media, Copywriting, Marketing, Digital Media, Publishing, InDesign, Feature Articles, Journalism, Magazines, Proofreading, Social Media Marketing, Final Cut Pro, Publicity, AP Style, Blogging, Copy Editing, Editing, Photoshop, Newspapers, News Writing, Web Content, Editorial, Online Journalism, New Media, Interviews, Breaking News, CMS, Headline Writing, Publications, Content Strategy, Media Relations, Newsletters, Creative Writing, Video
Education
University of Arizona 2000 — 2004
Bachelor of Arts, Journalism
University of Arizona 2000 — 2004
Bachelor's degree, Journalism
Webmarketing123 February 2015 - Present
E. & J. Gallo Winery September 2014 - Present
Various June 2014 - Present
VICE Media, LLC August 2015 - August 2015
Allianz Global Investors September 2014 - January 2015
Paste Magazine August 2014 - November 2014
Gothamist.com July 2014 - November 2014
Magnifi (formerly DeliRadio) April 2012 - May 2014
SF Weekly April 2014 - April 2014
Future US December 2009 - July 2012
Skills
Storytelling, Press Releases, Content Management, Social Media, Copywriting, Marketing, Digital Media, Publishing, InDesign, Feature Articles, Journalism, Magazines, Proofreading, Social Media Marketing, Final Cut Pro, Publicity, AP Style, Blogging, Copy Editing, Editing, Photoshop, Newspapers, News Writing, Web Content, Editorial, Online Journalism, New Media, Interviews, Breaking News, CMS, Headline Writing, Publications, Content Strategy, Media Relations, Newsletters, Creative Writing, Video
Education
University of Arizona 2000 — 2004
Bachelor of Arts, Journalism
University of Arizona 2000 — 2004
Bachelor's degree, Journalism
Adam Friedman, CIMA, CAIA Adam Friedman, CIMA, CAIA's Allianz Global Investors Experience January 2008 - December 2010
Job Vice President, Sales Manager
Industry Investment Management
Experience
PIMCO August 2014 - Present
PIMCO February 2011 - August 2014
Allianz Global Investors January 2008 - December 2010
Allianz Global Investors February 2007 - December 2010
Northwestern Mutual September 2005 - January 2007
Skills
Series 7, Mutual Funds, Investments, Finance, Financial Advisory, Retirement
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
Bachelor of Science, Finance
PIMCO August 2014 - Present
PIMCO February 2011 - August 2014
Allianz Global Investors January 2008 - December 2010
Allianz Global Investors February 2007 - December 2010
Northwestern Mutual September 2005 - January 2007
Skills
Series 7, Mutual Funds, Investments, Finance, Financial Advisory, Retirement
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
Bachelor of Science, Finance
John Scully Parker's Allianz Global Investors Experience 2012 - Present
Job
Industry Investment Management
Experience
Allianz Global Investors 2012 - Present
Skills
Analysis, Research, Financial Modeling, Project Management, Politics, HRIS, Equities, Microsoft Excel, Auditing, Finance, Government, Writing, Editing, Customer Relations, Microsoft Office, Excel, Administration, PeopleSoft, Campaign Finance, Compliance, Certified Green Belt, Change Management, Internal Audit, Event Planning, Problem Solving, Event Management, SAP, ERP Implementations, Business Continuity..., Business Innovation, Innovation Management, Oracle, Macintosh Applications, Deferred Compensation, Vendor Management, Global Management, Benchmarking, Project Planning, Process Improvement, OPEX, Six Sigma, Financial Analysis, PowerPoint, Market Research, Economics, Policy
Education
University of California, Los Angeles - The Anderson School of Management
MBA
University of California, Berkeley
BA, Political Science
House Page School
Washington, District of Columbia
Troy High School
Orange County, California Area
Allianz Global Investors 2012 - Present
Skills
Analysis, Research, Financial Modeling, Project Management, Politics, HRIS, Equities, Microsoft Excel, Auditing, Finance, Government, Writing, Editing, Customer Relations, Microsoft Office, Excel, Administration, PeopleSoft, Campaign Finance, Compliance, Certified Green Belt, Change Management, Internal Audit, Event Planning, Problem Solving, Event Management, SAP, ERP Implementations, Business Continuity..., Business Innovation, Innovation Management, Oracle, Macintosh Applications, Deferred Compensation, Vendor Management, Global Management, Benchmarking, Project Planning, Process Improvement, OPEX, Six Sigma, Financial Analysis, PowerPoint, Market Research, Economics, Policy
Education
University of California, Los Angeles - The Anderson School of Management
MBA
University of California, Berkeley
BA, Political Science
House Page School
Washington, District of Columbia
Troy High School
Orange County, California Area
Greg Meier's Allianz Global Investors Experience August 2005 - Present
Job Vice President, Strategist at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors August 2005 - Present
Allianz Global Investors January 2008 - January 2012
Allianz Global Investors August 2005 - January 2008
Cingular Wireless March 2005 - August 2005
Russell Investment Group March 2004 - October 2004
Rigel Capital Management August 2003 - March 2004
Nicholas Applegate September 1999 - September 2002
Skills
Investments, Portfolio Management, Finance, Asset Management, Investment Strategies, Mutual Funds, Financial Analysis, Financial Markets, Management, Leadership, Equities, Market Research, Equity Research, Alternative Investments, Financial Services, Economics, Investment Management, Hedge Funds, Financial Modeling, Business Development, Asset Allocation, Fixed Income, Equity Valuation, Bloomberg, Capital Markets, Economic Forecasting, Series 7, Forecasting, Marketing Communications, Wealth Management, Microsoft Excel, Trading, Emerging Markets, ETFs, Investor Relations, Series 63, Bonds, Securities, Analysis, Business Writing, Editing, Valuation, Investment Advisory, International Finance, Performance Measurement, Factset, Investment Commentary, Strategic Communications, financial writing
Education
University of Washington, Michael G. Foster School of Business 2002 — 2004
MBA, Business
The University of Montana - School of Business Administration 1994 — 1998
Bachelor of Science, Management; International Business
Western Illinois University 1992 — 1993
Benet Academy 1988 — 1992
Allianz Global Investors August 2005 - Present
Allianz Global Investors January 2008 - January 2012
Allianz Global Investors August 2005 - January 2008
Cingular Wireless March 2005 - August 2005
Russell Investment Group March 2004 - October 2004
Rigel Capital Management August 2003 - March 2004
Nicholas Applegate September 1999 - September 2002
Skills
Investments, Portfolio Management, Finance, Asset Management, Investment Strategies, Mutual Funds, Financial Analysis, Financial Markets, Management, Leadership, Equities, Market Research, Equity Research, Alternative Investments, Financial Services, Economics, Investment Management, Hedge Funds, Financial Modeling, Business Development, Asset Allocation, Fixed Income, Equity Valuation, Bloomberg, Capital Markets, Economic Forecasting, Series 7, Forecasting, Marketing Communications, Wealth Management, Microsoft Excel, Trading, Emerging Markets, ETFs, Investor Relations, Series 63, Bonds, Securities, Analysis, Business Writing, Editing, Valuation, Investment Advisory, International Finance, Performance Measurement, Factset, Investment Commentary, Strategic Communications, financial writing
Education
University of Washington, Michael G. Foster School of Business 2002 — 2004
MBA, Business
The University of Montana - School of Business Administration 1994 — 1998
Bachelor of Science, Management; International Business
Western Illinois University 1992 — 1993
Benet Academy 1988 — 1992
Karin (Nevils) Levi's Allianz Global Investors Experience March 2009 - December 2010
Job Web Project Manager, Marketing and Communications, Intranet, Internet, eCommerce
Industry Marketing and Advertising
Experience
MasterCard July 2011 - Present
Credit Suisse 2011 - July 2011
Allianz Global Investors March 2009 - December 2010
ISO January 2009 - February 2009
Deutsche Asset Management January 2008 - January 2009
JP Morgan June 2006 - January 2008
New York Life March 2001 - June 2006
Time Inc. 2000 - 2001
DoubleClick January 1999 - August 2000
Skills
Digital Marketing, Integrated Marketing, B2B, Digital Strategy, Interactive Marketing, Multi-channel Marketing, Online Marketing, Social Media Marketing, E-commerce, Analytics, Strategic Partnerships, Marketing Strategy, Project Management, Product Marketing, Strategy, Marketing, Content Management, Management, Business Development, Web Design, Program Management, CRM
Education
Syracuse University
BA, Politics, Philosophy
MasterCard July 2011 - Present
Credit Suisse 2011 - July 2011
Allianz Global Investors March 2009 - December 2010
ISO January 2009 - February 2009
Deutsche Asset Management January 2008 - January 2009
JP Morgan June 2006 - January 2008
New York Life March 2001 - June 2006
Time Inc. 2000 - 2001
DoubleClick January 1999 - August 2000
Skills
Digital Marketing, Integrated Marketing, B2B, Digital Strategy, Interactive Marketing, Multi-channel Marketing, Online Marketing, Social Media Marketing, E-commerce, Analytics, Strategic Partnerships, Marketing Strategy, Project Management, Product Marketing, Strategy, Marketing, Content Management, Management, Business Development, Web Design, Program Management, CRM
Education
Syracuse University
BA, Politics, Philosophy
Christian Pachtner's Allianz Global Investors Experience April 2013 - Present
Job Managing Director, Client Service at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors April 2013 - Present
Skills
Investments, Asset Management, Risk Management, Asset Managment, Hedge Funds, Alternative Investments, Equities, Management, Investment Management, Institutional..., Financial Markets, Portfolio Management, Investment Strategies, Bloomberg, Fixed Income, Mutual Funds, Asset Allocation
Education
The Goethe University Frankfurt 1991 — 1995
Allianz Global Investors April 2013 - Present
Skills
Investments, Asset Management, Risk Management, Asset Managment, Hedge Funds, Alternative Investments, Equities, Management, Investment Management, Institutional..., Financial Markets, Portfolio Management, Investment Strategies, Bloomberg, Fixed Income, Mutual Funds, Asset Allocation
Education
The Goethe University Frankfurt 1991 — 1995
Jeffrey Piller's Allianz Global Investors Experience January 2011 - Present
Job Web Services Product Manager
Industry Computer Software
Experience
Longboard Web Productions LLC November 2005 - Present
Allianz Global Investors January 2011 - Present
Trusted Circles January 2009 - December 2011
Allianz Global Investors 2001 - January 2011
UCLA Anderson School of Management 2007 - 2009
Winfire January 1999 - June 2001
Collectors Universe 1998 - 2000
Biophysica January 1996 - July 1997
Skills
Business Development, Business Strategy, Software Development, Marketing Strategy, ASP.NET, Management, Product Development, Business Intelligence, Start-ups, Team Building, IIS, Competitive Analysis, Strategic Partnerships, E-commerce, Strategy, Training, Product Management, Analytics, Entrepreneurship, Financial Systems, Market Research, Project Planning, Product Marketing, Cross-functional Team..., CRM, Sales Force Development, Apex Programming, Apex Data Loader
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Business
University of San Diego 1991 — 1995
Bachelor of Arts, Chemistry
Longboard Web Productions LLC November 2005 - Present
Allianz Global Investors January 2011 - Present
Trusted Circles January 2009 - December 2011
Allianz Global Investors 2001 - January 2011
UCLA Anderson School of Management 2007 - 2009
Winfire January 1999 - June 2001
Collectors Universe 1998 - 2000
Biophysica January 1996 - July 1997
Skills
Business Development, Business Strategy, Software Development, Marketing Strategy, ASP.NET, Management, Product Development, Business Intelligence, Start-ups, Team Building, IIS, Competitive Analysis, Strategic Partnerships, E-commerce, Strategy, Training, Product Management, Analytics, Entrepreneurship, Financial Systems, Market Research, Project Planning, Product Marketing, Cross-functional Team..., CRM, Sales Force Development, Apex Programming, Apex Data Loader
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Business
University of San Diego 1991 — 1995
Bachelor of Arts, Chemistry
Paula Lotenberg's Allianz Global Investors Experience HR GeneralistAllianz Global InvestorsMarch 1996 - October 2011
Job Generalist at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors HR GeneralistAllianz Global InvestorsMarch 1996 - October 2011
Mabon Securities Corporation July 1991 - February 1996
Education
Thomas Edison State College
BA, Human Resources Management
Allianz Global Investors HR GeneralistAllianz Global InvestorsMarch 1996 - October 2011
Mabon Securities Corporation July 1991 - February 1996
Education
Thomas Edison State College
BA, Human Resources Management
Peter Healy's Allianz Global Investors Experience June 2007 - December 2010
Job External Advisor Consultant at The TCW Group
Industry Financial Services
Experience
The TCW Group April 2014 - Present
PIMCO January 2011 - April 2014
Allianz Global Investors June 2007 - December 2010
Northwestern Mutual February 2006 - June 2007
Raymond James Financial January 2005 - January 2006
Skills
Series 7, Mutual Funds, Asset Allocation, Separately Managed..., Alternative Investments, Series 63, Investments, Retirement, Finance, Financial Advisory, ETFs
Education
Southern Connecticut State University 2003 — 2006
Finance
The TCW Group April 2014 - Present
PIMCO January 2011 - April 2014
Allianz Global Investors June 2007 - December 2010
Northwestern Mutual February 2006 - June 2007
Raymond James Financial January 2005 - January 2006
Skills
Series 7, Mutual Funds, Asset Allocation, Separately Managed..., Alternative Investments, Series 63, Investments, Retirement, Finance, Financial Advisory, ETFs
Education
Southern Connecticut State University 2003 — 2006
Finance
Vananh Le's Allianz Global Investors Experience March 2005 - Present
Job Sr. HRIS Analyst at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors March 2005 - Present
Resources Global Professionals 2004 - 2005
HireRight 2001 - 2003
Education
University of California, Irvine
Allianz Global Investors March 2005 - Present
Resources Global Professionals 2004 - 2005
HireRight 2001 - 2003
Education
University of California, Irvine
Justin Fuld's Allianz Global Investors Experience November 2006 - Present
Job Equities Product Management
Industry Investment Management
Experience
Allianz Global Investors November 2006 - Present
The Bank of New York July 2005 - November 2006
Education
State University of New York College at Buffalo 1999 — 2003
Allianz Global Investors November 2006 - Present
The Bank of New York July 2005 - November 2006
Education
State University of New York College at Buffalo 1999 — 2003
Genevieve Tenorio's Allianz Global Investors Experience 2005 - 2013
Job
Industry Investment Management
Experience
Allianz Global Investors 2005 - 2013
American Mortgage Network May 2003 - September 2005
Moskowitz & Nixdorf LLP September 2001 - May 2003
Skills
Mutual Funds, Hedge Funds, Series 7, Securities Regulation, Management, Bloomberg, Customer Service, Microsoft Excel, Legal Assistance
Education
University of California, Irvine 1997 — 2001
Bachelor of Arts (B.A.), Sociology; Minor: Political Science and Criminal Justice
Allianz Global Investors 2005 - 2013
American Mortgage Network May 2003 - September 2005
Moskowitz & Nixdorf LLP September 2001 - May 2003
Skills
Mutual Funds, Hedge Funds, Series 7, Securities Regulation, Management, Bloomberg, Customer Service, Microsoft Excel, Legal Assistance
Education
University of California, Irvine 1997 — 2001
Bachelor of Arts (B.A.), Sociology; Minor: Political Science and Criminal Justice
Brian Wang, CFA's Allianz Global Investors Experience July 2004 - Present
Job Investment Operations at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors July 2004 - Present
Genworth Financial (Assetmark Investment Services) December 2002 - July 2004
Banc of America Securities, LLC July 2000 - November 2002
Skills
Bloomberg, APL, Factset, Microsoft Office, ADP, Trading, Portfolio Management, Equities
Education
San Francisco State University 2000 — 2004
M.B.A
UC Berkeley 1996 — 2000
B.A.
Allianz Global Investors July 2004 - Present
Genworth Financial (Assetmark Investment Services) December 2002 - July 2004
Banc of America Securities, LLC July 2000 - November 2002
Skills
Bloomberg, APL, Factset, Microsoft Office, ADP, Trading, Portfolio Management, Equities
Education
San Francisco State University 2000 — 2004
M.B.A
UC Berkeley 1996 — 2000
B.A.
Michael W. Memory, CIPM's Allianz Global Investors Experience October 2014 - Present
Job Vice President, Senior Product Specialist at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors October 2014 - Present
Allianz Global Investors January 2013 - September 2014
Allianz Global Investors January 2012 - December 2012
Allianz Global Investors January 2009 - December 2011
Nicholas Applegate (Allianz Global Investors predecessor affiliate) March 2007 - December 2008
Nicholas Applegate (Allianz Global Investors predecessor affiliate) April 2001 - February 2007
Nicholas Applegate (Allianz Global Investors predecessor affiliate) December 1999 - March 2001
Education
University of California, Los Angeles
•Bachelor of Arts Economics, Economics
Allianz Global Investors October 2014 - Present
Allianz Global Investors January 2013 - September 2014
Allianz Global Investors January 2012 - December 2012
Allianz Global Investors January 2009 - December 2011
Nicholas Applegate (Allianz Global Investors predecessor affiliate) March 2007 - December 2008
Nicholas Applegate (Allianz Global Investors predecessor affiliate) April 2001 - February 2007
Nicholas Applegate (Allianz Global Investors predecessor affiliate) December 1999 - March 2001
Education
University of California, Los Angeles
•Bachelor of Arts Economics, Economics
Kate Thompson's Allianz Global Investors Experience June 2014 - Present
Job Director, Head of National Accounts at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors June 2014 - Present
Allianz Global Investors May 2000 - June 2014
PIMCO Advisors February 1998 - May 2000
Skills
Investments, Financial Services, Asset Management, Series 7, Risk Management, Retirement Planning, Finance, Business Development, Business Strategy, FINRA, Mutual Funds, Alternative Investments, Hedge Funds, Equities, Fixed Income, Portfolio Management, Asset Allocation, Series 63, Wealth Management, Investment Strategies
Education
University College Dublin 1987 — 1989
Allianz Global Investors June 2014 - Present
Allianz Global Investors May 2000 - June 2014
PIMCO Advisors February 1998 - May 2000
Skills
Investments, Financial Services, Asset Management, Series 7, Risk Management, Retirement Planning, Finance, Business Development, Business Strategy, FINRA, Mutual Funds, Alternative Investments, Hedge Funds, Equities, Fixed Income, Portfolio Management, Asset Allocation, Series 63, Wealth Management, Investment Strategies
Education
University College Dublin 1987 — 1989
Nicole Larrabee Rodrigues's Allianz Global Investors Experience November 2000 - Present
Job Analyst, AVP, Income & Growth
Industry Investment Management
Experience
Allianz Global Investors November 2000 - Present
Skills
Equities, Bloomberg, Asset Managment, Equity Research, Portfolio Management, Alternative Investments, Investments, Financial Modeling, Valuation, Fixed Income, Investment Management, Asset Allocation, Institutional Investors, Series 7, Mutual Funds, Stock Picking, Buy-side, Investment Strategies, FINRA, High Yield Bonds, Institutional..., Asset Management, Trading, Securities, High Yield
Education
University of Southern California - Marshall School of Business 2010 — 2012
Master of Business Administration (M.B.A.), MBA
University of Arizona 1992 — 1995
B.S.B.A., Finance, Economics
University of the Pacific 1991 — 1992
Business, Finance, Economics
Allianz Global Investors November 2000 - Present
Skills
Equities, Bloomberg, Asset Managment, Equity Research, Portfolio Management, Alternative Investments, Investments, Financial Modeling, Valuation, Fixed Income, Investment Management, Asset Allocation, Institutional Investors, Series 7, Mutual Funds, Stock Picking, Buy-side, Investment Strategies, FINRA, High Yield Bonds, Institutional..., Asset Management, Trading, Securities, High Yield
Education
University of Southern California - Marshall School of Business 2010 — 2012
Master of Business Administration (M.B.A.), MBA
University of Arizona 1992 — 1995
B.S.B.A., Finance, Economics
University of the Pacific 1991 — 1992
Business, Finance, Economics
Hal West's Allianz Global Investors Experience 1999 - 2003
Job Global IT Infrastructure Manager at Callaway Golf
Industry Information Technology and Services
Experience
Callaway Golf November 2014 - Present
Pulse Electronics Corporation February 2003 - November 2014
Allianz Global Investors 1999 - 2003
SAIC 1990 - 1999
Honeywell Technology Solutions, Inc. 1987 - 1990
Skills
Information Technology, IT Infrastructure..., IT Management, IT Strategy, IT Service Management, IT Operations, IT Solutions, IT Transformation, Telecommunications..., Help Desk Implementation, System Architecture, System Administration, System Design, Network Administration, Network Security, Network Engineering, Virtualization, Application..., Virtual Server, Backup Exec, Backup Solutions, Symantec Backup, Backup & Restore, Deduplication, VMware, VMware ESX, VMware Infrastructure, VMware Server, Qlogic, Cisco Routers, Cisco IOS, Microsoft SQL Server, Servers, Windows Server, Web Services, SharePoint, Microsoft Office..., SharePoint Services 3.0, Data Center, Databases, Project Management, SAP, Cognos, Accpac, Firewalls, Barracuda Spam Firewall, Cisco Firewall Security, Web Application Firewall, VoIP, IP PBX
Education
San Diego State University-California State University 2002 — 2004
Information Systems, Business
Callaway Golf November 2014 - Present
Pulse Electronics Corporation February 2003 - November 2014
Allianz Global Investors 1999 - 2003
SAIC 1990 - 1999
Honeywell Technology Solutions, Inc. 1987 - 1990
Skills
Information Technology, IT Infrastructure..., IT Management, IT Strategy, IT Service Management, IT Operations, IT Solutions, IT Transformation, Telecommunications..., Help Desk Implementation, System Architecture, System Administration, System Design, Network Administration, Network Security, Network Engineering, Virtualization, Application..., Virtual Server, Backup Exec, Backup Solutions, Symantec Backup, Backup & Restore, Deduplication, VMware, VMware ESX, VMware Infrastructure, VMware Server, Qlogic, Cisco Routers, Cisco IOS, Microsoft SQL Server, Servers, Windows Server, Web Services, SharePoint, Microsoft Office..., SharePoint Services 3.0, Data Center, Databases, Project Management, SAP, Cognos, Accpac, Firewalls, Barracuda Spam Firewall, Cisco Firewall Security, Web Application Firewall, VoIP, IP PBX
Education
San Diego State University-California State University 2002 — 2004
Information Systems, Business
Insa Simon-Graham's Allianz Global Investors Experience May 2000 - September 2007
Job Human Resources Director at Allianz Resolution Management
Industry Human Resources
Experience
Allianz Resolution Management April 2015 - Present
Firemans Fund Insurance Company January 2010 - March 2015
Allianz SE October 2007 - December 2009
Allianz Global Investors May 2000 - September 2007
Citibank March 1991 - August 1998
Citigroup 1991 - 1998
Skills
Talent Management, Human Resources, Management, Succession Planning, Strategy, Personnel Management, Recruiting, Performance Management, Talent Acquisition, Employee Engagement, Employee Relations, Onboarding, Process Improvement, Change Management, Leadership
Education
Thunderbird School of Global Management 1989 — 1990
MBA, MIM, Corporate Finance, Int'l Human Resource Mgmt
University of San Diego 1985 — 1989
ba, French, Spanish, Italian, Mgmt
Allianz Resolution Management April 2015 - Present
Firemans Fund Insurance Company January 2010 - March 2015
Allianz SE October 2007 - December 2009
Allianz Global Investors May 2000 - September 2007
Citibank March 1991 - August 1998
Citigroup 1991 - 1998
Skills
Talent Management, Human Resources, Management, Succession Planning, Strategy, Personnel Management, Recruiting, Performance Management, Talent Acquisition, Employee Engagement, Employee Relations, Onboarding, Process Improvement, Change Management, Leadership
Education
Thunderbird School of Global Management 1989 — 1990
MBA, MIM, Corporate Finance, Int'l Human Resource Mgmt
University of San Diego 1985 — 1989
ba, French, Spanish, Italian, Mgmt
Michael Grand, CIMA®'s Allianz Global Investors Experience November 2010 - January 2011
Job Regional Manager Internal Sales at PIMCO
Industry Financial Services
Experience
PIMCO March 2015 - Present
PIMCO November 2010 - February 2015
Allianz Global Investors November 2010 - January 2011
CastleBrook Partners January 2009 - November 2010
AllianceBernstein May 2007 - November 2008
JPMorgan Chase October 2005 - May 2007
Skills
Mutual Funds, Investments, Asset Managment, Series 7, Equities, Portfolio Management, Wealth Management, Securities, Fixed Income, Series 63, Alternative Investments, Financial Services, Relationship Management, FINRA, Risk Management, Sales, Derivatives, 401k, Investment Strategies, Retirement, Separately Managed..., Asset Allocation, Hedge Funds, Asset Management, ETFs, Finance, Financial Advisory, Investment Advisory, Strengthening Client..., Client Facing Skills, Cross Selling, Fixed Income Strategies, Securities Market, Alternative Investment..., Sales Presentations, Interest Rate Hedging, Sales Process
Education
Chartered Alternative Investment Analyst Association® 2014 — 2015
Level II candidate in the CAIA program
University of Pennsylvania- The Wharton School 2013 — 2013
Certified Investment Management Analyst® (CIMA®) Certification, Finance
University at Buffalo 2002 — 2005
BA, Communication, Advertising/Marketing
PIMCO March 2015 - Present
PIMCO November 2010 - February 2015
Allianz Global Investors November 2010 - January 2011
CastleBrook Partners January 2009 - November 2010
AllianceBernstein May 2007 - November 2008
JPMorgan Chase October 2005 - May 2007
Skills
Mutual Funds, Investments, Asset Managment, Series 7, Equities, Portfolio Management, Wealth Management, Securities, Fixed Income, Series 63, Alternative Investments, Financial Services, Relationship Management, FINRA, Risk Management, Sales, Derivatives, 401k, Investment Strategies, Retirement, Separately Managed..., Asset Allocation, Hedge Funds, Asset Management, ETFs, Finance, Financial Advisory, Investment Advisory, Strengthening Client..., Client Facing Skills, Cross Selling, Fixed Income Strategies, Securities Market, Alternative Investment..., Sales Presentations, Interest Rate Hedging, Sales Process
Education
Chartered Alternative Investment Analyst Association® 2014 — 2015
Level II candidate in the CAIA program
University of Pennsylvania- The Wharton School 2013 — 2013
Certified Investment Management Analyst® (CIMA®) Certification, Finance
University at Buffalo 2002 — 2005
BA, Communication, Advertising/Marketing
Justin Carfora's Allianz Global Investors Experience December 2010 - October 2014
Job VP Regional Consultant for Sentinel Investments in Florida
Industry Financial Services
Experience
Sentinel Investments October 2014 - Present
Allianz Global Investors December 2010 - October 2014
Merrill Lynch June 2010 - December 2010
Smith Barney July 2007 - June 2010
Skills
Alternative Investments, Asset Management, Wealth Management, Series 7, Risk Management, Mutual Funds, Portfolio Management, Relationship Management, Series 63, Competitive Analysis
Education
University of New Haven 2006 — 2007
Masters, Business Education
Southern Connecticut State University 2000 — 2004
B.A., Finance/Business Management
Notre Dame High
Sentinel Investments October 2014 - Present
Allianz Global Investors December 2010 - October 2014
Merrill Lynch June 2010 - December 2010
Smith Barney July 2007 - June 2010
Skills
Alternative Investments, Asset Management, Wealth Management, Series 7, Risk Management, Mutual Funds, Portfolio Management, Relationship Management, Series 63, Competitive Analysis
Education
University of New Haven 2006 — 2007
Masters, Business Education
Southern Connecticut State University 2000 — 2004
B.A., Finance/Business Management
Notre Dame High
Laraine Henry's Allianz Global Investors Experience January 2008 - February 2013
Job Compliance Officer
Industry Financial Services
Experience
WisdomTree Asset Management March 2013 - Present
Allianz Global Investors January 2008 - February 2013
UBS Wealth Management August 2006 - January 2008
AllianceBernstein April 2003 - August 2006
Lehman Brothers July 2001 - March 2003
Morgan Stanley September 1998 - May 2001
Skills
Series 7, Series 24, FINRA, Investment Advisers Act, Asset Managment, Financial Services, Securities, Investments, Mutual Funds, Equities, Fixed Income
Education
Seton Hall University
WisdomTree Asset Management March 2013 - Present
Allianz Global Investors January 2008 - February 2013
UBS Wealth Management August 2006 - January 2008
AllianceBernstein April 2003 - August 2006
Lehman Brothers July 2001 - March 2003
Morgan Stanley September 1998 - May 2001
Skills
Series 7, Series 24, FINRA, Investment Advisers Act, Asset Managment, Financial Services, Securities, Investments, Mutual Funds, Equities, Fixed Income
Education
Seton Hall University
Alison Madrigal's Allianz Global Investors Experience January 2000 - August 2008
Job Vice President Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch April 2009 - Present
Allianz Global Investors January 2000 - August 2008
Pimco Advisors 2001 - 2008
pimco allianz 2000 - 2008
Victory SBSF 1998 - 2001
Skills
Microsoft Excel
Education
State University of New York College at Oswego 1994 — 1998
Sleepy Hollow High School 1990 — 1994
Bank of America Merrill Lynch April 2009 - Present
Allianz Global Investors January 2000 - August 2008
Pimco Advisors 2001 - 2008
pimco allianz 2000 - 2008
Victory SBSF 1998 - 2001
Skills
Microsoft Excel
Education
State University of New York College at Oswego 1994 — 1998
Sleepy Hollow High School 1990 — 1994
Kevin Burke, CIMA®'s Allianz Global Investors Experience January 2009 - September 2015
Job Strategic marketer & writer with 15 years of digital experience, indepth knowledge of capital markets and investments
Industry Financial Services
Experience
Balyasny Asset Management L.P. September 2015 - Present
Allianz Global Investors January 2009 - September 2015
Ignites.com, a Financial Times publication August 2007 - January 2009
Registered Rep. Magazine August 2005 - August 2007
Source Media January 2003 - August 2005
TheStreet.com January 2000 - January 2003
Skills
Mutual Funds, Personal Finance, Wealth Management, ETFs, Retirement, Content Strategy, Newsletters, Financial Advisory, Journalism, New Media, Editing, Magazines, Investment Management, Online Publishing, Content Management, Editorial, Research, Taglines, Headline Writing, Commentary, Ghostwriting, Webinars, Video Editing, Internet Video..., On-camera Interviews, Blogging, Public Speaking, Asset Managment, Finance, Investments, Asset Management, Publications, Publishing, Copy Editing, Hedge Funds, Corporate Communications, Marketing, Financial Services, Feature Articles, Social Media, Advertising, Interviews, Copywriting, Business Journalism, Writing, Storytelling, Press Releases, Digital Media, Web Content, Media Relations
Education
State University of New York at Albany
Bachelor of Arts
Xavier High School
Balyasny Asset Management L.P. September 2015 - Present
Allianz Global Investors January 2009 - September 2015
Ignites.com, a Financial Times publication August 2007 - January 2009
Registered Rep. Magazine August 2005 - August 2007
Source Media January 2003 - August 2005
TheStreet.com January 2000 - January 2003
Skills
Mutual Funds, Personal Finance, Wealth Management, ETFs, Retirement, Content Strategy, Newsletters, Financial Advisory, Journalism, New Media, Editing, Magazines, Investment Management, Online Publishing, Content Management, Editorial, Research, Taglines, Headline Writing, Commentary, Ghostwriting, Webinars, Video Editing, Internet Video..., On-camera Interviews, Blogging, Public Speaking, Asset Managment, Finance, Investments, Asset Management, Publications, Publishing, Copy Editing, Hedge Funds, Corporate Communications, Marketing, Financial Services, Feature Articles, Social Media, Advertising, Interviews, Copywriting, Business Journalism, Writing, Storytelling, Press Releases, Digital Media, Web Content, Media Relations
Education
State University of New York at Albany
Bachelor of Arts
Xavier High School
Rochelle McFarlin's Allianz Global Investors Experience August 2013 - Present
Job Assistant to US Head of Technology at Allianz Global Investors
Industry Construction
Experience
Allianz Global Investors August 2013 - Present
Emerald Connect, Inc. 2011 - 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel
Education
University of California, Berkeley 2001 — 2005
Allianz Global Investors August 2013 - Present
Emerald Connect, Inc. 2011 - 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel
Education
University of California, Berkeley 2001 — 2005
Blake Burdine's Allianz Global Investors Experience 2007 - Present
Job Director / Portfolio Manager, Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors 2007 - Present
Duncan-Hurst Capital Management 2003 - 2007
CapitalWorks Investment Partners 2002 - 2003
Duncan-Hurst Capital Management 1999 - 2002
Skills
Equities, Asset Management, Portfolio Management, Competitive Analysis, Equity Research, Product Marketing, Company Valuation
Education
McCombs Graduate School of Business 1995 — 1997
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1985 — 1989
Bachelor of Arts (B.A.), Economics
Allianz Global Investors 2007 - Present
Duncan-Hurst Capital Management 2003 - 2007
CapitalWorks Investment Partners 2002 - 2003
Duncan-Hurst Capital Management 1999 - 2002
Skills
Equities, Asset Management, Portfolio Management, Competitive Analysis, Equity Research, Product Marketing, Company Valuation
Education
McCombs Graduate School of Business 1995 — 1997
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1985 — 1989
Bachelor of Arts (B.A.), Economics
Susan (Stoever) Zhang's Allianz Global Investors Experience January 2007 - April 2008
Job at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics March 2011 - Present
FactSet Research Systems April 2008 - March 2011
FactSet Research Systems April 2008 - May 2010
Allianz Global Investors January 2007 - April 2008
GAIN Capital / Forex.com January 2006 - January 2007
Skills
Management, Financial Modeling, Databases, Process Improvement, Bloomberg, Portfolio Management, Data Analysis, Finance, Equities, Market Data, Financial Markets, Analysis, Analytics, Financial Analysis, Project Management, Financial Services, Economics, Capital Markets, Risk Management, Investments, Microsoft Excel, Hedge Funds, Mutual Funds, Financial Risk, Business Development, Management Consulting, Trading, VBA, Business Strategy, Asset Allocation, Alternative Investments, Team Leadership, Market Research, Business Analysis, Spanish, Fixed Income, Asset Managment
Education
Seton Hall University 2002 — 2006
Bachelor of Arts, Business Administration; International Business
Institute for Shipboard Education, University of Pittsburgh 2005 — 2005
Moody's Analytics March 2011 - Present
FactSet Research Systems April 2008 - March 2011
FactSet Research Systems April 2008 - May 2010
Allianz Global Investors January 2007 - April 2008
GAIN Capital / Forex.com January 2006 - January 2007
Skills
Management, Financial Modeling, Databases, Process Improvement, Bloomberg, Portfolio Management, Data Analysis, Finance, Equities, Market Data, Financial Markets, Analysis, Analytics, Financial Analysis, Project Management, Financial Services, Economics, Capital Markets, Risk Management, Investments, Microsoft Excel, Hedge Funds, Mutual Funds, Financial Risk, Business Development, Management Consulting, Trading, VBA, Business Strategy, Asset Allocation, Alternative Investments, Team Leadership, Market Research, Business Analysis, Spanish, Fixed Income, Asset Managment
Education
Seton Hall University 2002 — 2006
Bachelor of Arts, Business Administration; International Business
Institute for Shipboard Education, University of Pittsburgh 2005 — 2005
Suzanne Cioffi's Allianz Global Investors Experience 2006 - February 2013
Job Compliance Manager at Gemini Fund Services
Industry Investment Management
Experience
Gemini Fund Services April 2013 - Present
Allianz Global Investors 2006 - February 2013
JPMorgan 1993 - 2006
PwC April 1993 - June 1995
Mitchell & Titus, LLP June 1989 - April 1993
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Mutual Funds, Due Diligence
Education
Siena College 1985 — 1989
Bachelor of Business Administration (BBA), Accounting, Magna Cum Laude
Gemini Fund Services April 2013 - Present
Allianz Global Investors 2006 - February 2013
JPMorgan 1993 - 2006
PwC April 1993 - June 1995
Mitchell & Titus, LLP June 1989 - April 1993
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Mutual Funds, Due Diligence
Education
Siena College 1985 — 1989
Bachelor of Business Administration (BBA), Accounting, Magna Cum Laude
Kevin T. Medina's Allianz Global Investors Experience May 2002 - March 2004
Job Chief Compliance Officer at Serengeti Asset Management LP
Industry Financial Services
Experience
Serengeti Asset Management January 2015 - Present
Allen & Company LLC; Allen Investment Management LLC July 2009 - December 2014
SPARX Investment & Research, USA, Inc. April 2004 - July 2009
SPARX Securities, USA, LLC (FINRA Licensed Broker-Dealer) April 2004 - July 2009
SPARX Asia Funds April 2004 - July 2009
Allianz Global Investors May 2002 - March 2004
Zurich Scudder Investments 1999 - 2002
BBVA February 1999 - September 1999
Citibank 1998 - 1999
Skills
SEC, FINRA, Investment Advisory, Hedge Funds, Broker-Dealer, Legal Research, Risk Management, Mutual Funds, Securities Regulation, Investment Management, Securities, Equities, Alternative Investments, AML, Contract Negotiation, Fixed Income, Series 7, Auditing, Management, SEC filings, Due Diligence, Corporate Governance, Anti Money Laundering
Education
SUNY Buffalo Law School 1993 — 1996
JD, Law
SUNY Buffalo School of Law 1993 — 1996
Doctor of Law (JD)
Syracuse University - Maxwell School 1989 — 1993
FINRA Series 7, 24, 63, 65, 79 and 99.
Serengeti Asset Management January 2015 - Present
Allen & Company LLC; Allen Investment Management LLC July 2009 - December 2014
SPARX Investment & Research, USA, Inc. April 2004 - July 2009
SPARX Securities, USA, LLC (FINRA Licensed Broker-Dealer) April 2004 - July 2009
SPARX Asia Funds April 2004 - July 2009
Allianz Global Investors May 2002 - March 2004
Zurich Scudder Investments 1999 - 2002
BBVA February 1999 - September 1999
Citibank 1998 - 1999
Skills
SEC, FINRA, Investment Advisory, Hedge Funds, Broker-Dealer, Legal Research, Risk Management, Mutual Funds, Securities Regulation, Investment Management, Securities, Equities, Alternative Investments, AML, Contract Negotiation, Fixed Income, Series 7, Auditing, Management, SEC filings, Due Diligence, Corporate Governance, Anti Money Laundering
Education
SUNY Buffalo Law School 1993 — 1996
JD, Law
SUNY Buffalo School of Law 1993 — 1996
Doctor of Law (JD)
Syracuse University - Maxwell School 1989 — 1993
FINRA Series 7, 24, 63, 65, 79 and 99.
Jim Chou's Allianz Global Investors Experience May 2011 - June 2013
Job Application Development Manager
Industry Information Technology and Services
Experience
loanDepot LLC March 2015 - Present
loanDepot LLC June 2013 - March 2015
Allianz Global Investors May 2011 - June 2013
speakTECH June 2010 - May 2011
CB Richard Ellis October 2004 - May 2010
CBRE October 2004 - May 2010
iGetNet October 2003 - October 2004
Homestore October 2001 - October 2003
Homestore February 2000 - October 2001
CyberBuck September 1999 - February 2000
Skills
ASP.NET, Microsoft SQL Server, C#, ASP.NET MVC, IIS, jQuery, XSLT, Software Development, SharePoint, JavaScript, Sitecore
Education
University of California, Riverside 1994 — 1998
Bachelor of Science (BS), Business Administration
loanDepot LLC March 2015 - Present
loanDepot LLC June 2013 - March 2015
Allianz Global Investors May 2011 - June 2013
speakTECH June 2010 - May 2011
CB Richard Ellis October 2004 - May 2010
CBRE October 2004 - May 2010
iGetNet October 2003 - October 2004
Homestore October 2001 - October 2003
Homestore February 2000 - October 2001
CyberBuck September 1999 - February 2000
Skills
ASP.NET, Microsoft SQL Server, C#, ASP.NET MVC, IIS, jQuery, XSLT, Software Development, SharePoint, JavaScript, Sitecore
Education
University of California, Riverside 1994 — 1998
Bachelor of Science (BS), Business Administration
Benjamin Knutsen's Allianz Global Investors Experience 1999 - 1999
Job Vice President at Next Generation Insurance Group
Industry Financial Services
Experience
Next Generation Insurance Group 2009 - Present
Sallie Mae Insurance Services 2009 - 2014
Arque Capital Ltd 2008 - 2009
M.S. Howells & Co. 2006 - 2007
JP Morgan 2002 - 2006
J.P. Morgan 2001 - 2002
Hambrecht & Quist 2000 - 2001
Allianz Global Investors 1999 - 1999
Skills
CRM, Equities, Investments, New Business Development, Trading, Series 7, Management, Integration, Analysis, Equity Trading, Series 63, Asset Management, Time Management, FINRA, Sales, Start-ups, Business Development, Leadership, Marketing, Strategic Planning, Financial Services, Salesforce.com, Strategic Partnerships, Entrepreneurship, Strategy, Operations Management, Business Strategy, Program Management, Cross-functional Team...
Education
Thunderbird School of Global Management 2011 — 2013
Master of Business Administration (MBA), Global Management
University of Arizona 1994 — 1999
Bachelor's degree, Economics with a minor in Marketing
Next Generation Insurance Group 2009 - Present
Sallie Mae Insurance Services 2009 - 2014
Arque Capital Ltd 2008 - 2009
M.S. Howells & Co. 2006 - 2007
JP Morgan 2002 - 2006
J.P. Morgan 2001 - 2002
Hambrecht & Quist 2000 - 2001
Allianz Global Investors 1999 - 1999
Skills
CRM, Equities, Investments, New Business Development, Trading, Series 7, Management, Integration, Analysis, Equity Trading, Series 63, Asset Management, Time Management, FINRA, Sales, Start-ups, Business Development, Leadership, Marketing, Strategic Planning, Financial Services, Salesforce.com, Strategic Partnerships, Entrepreneurship, Strategy, Operations Management, Business Strategy, Program Management, Cross-functional Team...
Education
Thunderbird School of Global Management 2011 — 2013
Master of Business Administration (MBA), Global Management
University of Arizona 1994 — 1999
Bachelor's degree, Economics with a minor in Marketing
Steve Ricci's Allianz Global Investors Experience June 2009 - Present
Job Managing Director at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors June 2009 - Present
Goldman Sachs July 2003 - August 2008
Goldman Sachs July 2002 - June 2003
Goldman Sachs January 1999 - July 2002
Goldman Sachs January 1998 - January 1999
Goldman Sachs September 1994 - January 1998
Goldman Sachs February 1990 - September 1994
New York City Mayor's Office of Labor Relations October 1987 - January 1990
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Stony Brook University 1983 — 1987
BA, Economics
Allianz Global Investors June 2009 - Present
Goldman Sachs July 2003 - August 2008
Goldman Sachs July 2002 - June 2003
Goldman Sachs January 1999 - July 2002
Goldman Sachs January 1998 - January 1999
Goldman Sachs September 1994 - January 1998
Goldman Sachs February 1990 - September 1994
New York City Mayor's Office of Labor Relations October 1987 - January 1990
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Stony Brook University 1983 — 1987
BA, Economics
Lalenia Cianciolo's Allianz Global Investors Experience 1997 - 2001
Job Benefits Specilaist at Ledcor
Industry Human Resources
Experience
Ledcor August 2006 - Present
Allianz Global Investors 1997 - 2001
Education
San Diego State University-California State University 1989 — 1992
BS, Psychology
Ledcor August 2006 - Present
Allianz Global Investors 1997 - 2001
Education
San Diego State University-California State University 1989 — 1992
BS, Psychology
Louise Metzger's Allianz Global Investors Experience November 2009 - April 2011
Job Vice President at Citigroup
Industry Financial Services
Experience
Citigroup August 2011 - Present
Allianz Global Investors November 2009 - April 2011
JPMorgan Chase November 1999 - August 2008
CENTRAL PROGRAMMING SYSTEMS, INC., New York, NY August 1998 - November 1999
TECHSTAR INTEGRATION SERVICES, New York, NY October 1997 - August 1998
CBS Corporation 1990 - 1998
CBS Corporation 1990 - 1998
CBS Corporation 1990 - 1998
CBS INC., New York, NY January 1990 - September 1997
KPMG Peat Marwick 1989 - 1990
Skills
Business Continuity, Supplier Risk Management, SharePoint Designer, Global Strategy, Business Resilience, Risk Management, Project Management, Information Security, Management, Business Analysis, Program Management, Business Continuity..., Vendor Management, SharePoint, Disaster Recovery, Information Security..., IT Strategy, PMO, Project Portfolio..., ITIL, Business Process, IT Management, Software Documentation, IT Operations, Crisis Management, Governance, SDLC, Information Technology, Enterprise Architecture, Business Process..., PMP, Data Center, Outsourcing, Financial Services, Financial Risk, Infrastructure, Business Process..., Business Transformation
Education
The Sage Colleges - Russell Sage College 1974 — 1978
BA, Mathematics and Economics
Citigroup August 2011 - Present
Allianz Global Investors November 2009 - April 2011
JPMorgan Chase November 1999 - August 2008
CENTRAL PROGRAMMING SYSTEMS, INC., New York, NY August 1998 - November 1999
TECHSTAR INTEGRATION SERVICES, New York, NY October 1997 - August 1998
CBS Corporation 1990 - 1998
CBS Corporation 1990 - 1998
CBS Corporation 1990 - 1998
CBS INC., New York, NY January 1990 - September 1997
KPMG Peat Marwick 1989 - 1990
Skills
Business Continuity, Supplier Risk Management, SharePoint Designer, Global Strategy, Business Resilience, Risk Management, Project Management, Information Security, Management, Business Analysis, Program Management, Business Continuity..., Vendor Management, SharePoint, Disaster Recovery, Information Security..., IT Strategy, PMO, Project Portfolio..., ITIL, Business Process, IT Management, Software Documentation, IT Operations, Crisis Management, Governance, SDLC, Information Technology, Enterprise Architecture, Business Process..., PMP, Data Center, Outsourcing, Financial Services, Financial Risk, Infrastructure, Business Process..., Business Transformation
Education
The Sage Colleges - Russell Sage College 1974 — 1978
BA, Mathematics and Economics
Jeffrey Sussman's Allianz Global Investors Experience April 2010 - Present
Job AVP, National Account Manager at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors April 2010 - Present
Allianz Global Investors June 2007 - April 2010
OppenheimerFunds October 2004 - June 2007
AIG March 2003 - October 2004
Education
State University of New York at Albany 1998 — 2002
Bachelor of Science (B.S.) School of Business, Business Administration and Management, General
Allianz Global Investors April 2010 - Present
Allianz Global Investors June 2007 - April 2010
OppenheimerFunds October 2004 - June 2007
AIG March 2003 - October 2004
Education
State University of New York at Albany 1998 — 2002
Bachelor of Science (B.S.) School of Business, Business Administration and Management, General
Josh Orth's Allianz Global Investors Experience September 2007 - Present
Job Editorial Director at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors September 2007 - Present
Dreyfus February 2000 - September 2007
DWS Investments 1997 - 2000
Kemper Corporation 1994 - 1997
Skills
Content Strategy, Integrated Marketing, Advertising, Marketing Communications, Mutual Funds, Editing, Marketing, Social Media, Editorial, Asset Management, Investments, Digital Marketing, Social Media Marketing, Email Marketing, Management, Strategy
Education
New School University 1989 — 1993
BA, English
Allianz Global Investors September 2007 - Present
Dreyfus February 2000 - September 2007
DWS Investments 1997 - 2000
Kemper Corporation 1994 - 1997
Skills
Content Strategy, Integrated Marketing, Advertising, Marketing Communications, Mutual Funds, Editing, Marketing, Social Media, Editorial, Asset Management, Investments, Digital Marketing, Social Media Marketing, Email Marketing, Management, Strategy
Education
New School University 1989 — 1993
BA, English
Nina Gupta, CFA, CPA's Allianz Global Investors Experience September 2014 - Present
Job Sector Head, US Financial Services at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors September 2014 - Present
Portales Partners July 2012 - August 2014
Trellus Management June 2003 - June 2012
Credit Suisse Asset Management June 2002 - August 2002
KPMG 2000 - 2001
KPMG 1997 - 1999
Skills
Financial Modeling, Due Diligence, Portfolio Management, Capital Markets, Equity Research
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
UCLA 1993 — 1997
BA, Psychology/Accounting
Allianz Global Investors September 2014 - Present
Portales Partners July 2012 - August 2014
Trellus Management June 2003 - June 2012
Credit Suisse Asset Management June 2002 - August 2002
KPMG 2000 - 2001
KPMG 1997 - 1999
Skills
Financial Modeling, Due Diligence, Portfolio Management, Capital Markets, Equity Research
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
UCLA 1993 — 1997
BA, Psychology/Accounting
Erik Boone's Allianz Global Investors Experience June 2014 - Present
Job Cash Management Supervisor at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors June 2014 - Present
Skyline Urology May 2013 - June 2014
US Bank February 2007 - January 2013
United States Marine Corps January 2000 - July 2004
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Lotus Notes, Livewire, DTC, SEI, STS Lighthouse, TRACS, Hogan, SharePoint, SAP R/3, QuickBooks, Finance, Accounting
Education
Southern Illinois University, Edwardsville 2004 — 2008
B.S., Accountancy
Allianz Global Investors June 2014 - Present
Skyline Urology May 2013 - June 2014
US Bank February 2007 - January 2013
United States Marine Corps January 2000 - July 2004
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Lotus Notes, Livewire, DTC, SEI, STS Lighthouse, TRACS, Hogan, SharePoint, SAP R/3, QuickBooks, Finance, Accounting
Education
Southern Illinois University, Edwardsville 2004 — 2008
B.S., Accountancy
Percy Calderon's Allianz Global Investors Experience July 2007 - July 2008
Job MBA Candidate 2015 at USC Marshall School of Business
Industry Financial Services
Experience
USC Marshall School of Business July 2014 - Present
Fidessa August 2008 - 2013
Allianz Global Investors July 2007 - July 2008
Dexia March 2007 - June 2007
Crédit Agricole April 2004 - October 2004
Sudameris March 2001 - September 2003
Skills
Trading Systems, Derivatives, Asset Management, Market Data, Equities, Project Management, Regulatory Compliance, Fixed Income, Order Management, Sentinel, Financial Markets, Minerva, Tesseract
Education
University of Southern California - Marshall School of Business 2014 — 2015
Master of Business Administration (M.B.A.), IBEAR
University of Paris I: Panthéon-Sorbonne 2004 — 2005
Master's Degree, Business Administration and Management, General
Université Montesquieu-Bordeaux IV 2003 — 2004
Master's Degree, Banking, finance and trading
Universidad del Pacífico (PE) 1995 — 2000
Bachelor's Degree, Economics
USC Marshall School of Business July 2014 - Present
Fidessa August 2008 - 2013
Allianz Global Investors July 2007 - July 2008
Dexia March 2007 - June 2007
Crédit Agricole April 2004 - October 2004
Sudameris March 2001 - September 2003
Skills
Trading Systems, Derivatives, Asset Management, Market Data, Equities, Project Management, Regulatory Compliance, Fixed Income, Order Management, Sentinel, Financial Markets, Minerva, Tesseract
Education
University of Southern California - Marshall School of Business 2014 — 2015
Master of Business Administration (M.B.A.), IBEAR
University of Paris I: Panthéon-Sorbonne 2004 — 2005
Master's Degree, Business Administration and Management, General
Université Montesquieu-Bordeaux IV 2003 — 2004
Master's Degree, Banking, finance and trading
Universidad del Pacífico (PE) 1995 — 2000
Bachelor's Degree, Economics
Joseph Gulotta's Allianz Global Investors Experience August 2009 - December 2009
Job Manager of Data Services at IPRO
Industry Financial Services
Experience
IPRO February 2010 - Present
Allianz Global Investors August 2009 - December 2009
Bullrun Financial June 2007 - May 2009
CVS June 2005 - August 2007
Bullrun Financial January 2007 - June 2007
Skills
SQL, Oracle, Access, Management, Analysis, Data Analysis, Databases, Healthcare, Business Analysis, Marketing
Education
The College of New Jersey 2003 — 2007
BS, Business Administration, Focus in Marketing
IPRO February 2010 - Present
Allianz Global Investors August 2009 - December 2009
Bullrun Financial June 2007 - May 2009
CVS June 2005 - August 2007
Bullrun Financial January 2007 - June 2007
Skills
SQL, Oracle, Access, Management, Analysis, Data Analysis, Databases, Healthcare, Business Analysis, Marketing
Education
The College of New Jersey 2003 — 2007
BS, Business Administration, Focus in Marketing
Michelle Sable's Allianz Global Investors Experience April 2014 - Present
Job Financial Analyst at Allianz Global Investors
Industry Accounting
Experience
Allianz Global Investors April 2014 - Present
Allianz Global Investors December 2010 - April 2014
WeiserMazars LLP November 2005 - April 2010
Skills
Financial Reporting, Financial Accounting, Auditing, Accounting, General Ledger, Tax, Internal Controls, GAAP, Account Reconciliation, US GAAP, Financial Statements, Finance, Internal Audit, Financial Analysis, CPA
Education
State University of New York at Albany 2001 — 2005
Bachelor's degree, Accounting and Business/Management
Allianz Global Investors April 2014 - Present
Allianz Global Investors December 2010 - April 2014
WeiserMazars LLP November 2005 - April 2010
Skills
Financial Reporting, Financial Accounting, Auditing, Accounting, General Ledger, Tax, Internal Controls, GAAP, Account Reconciliation, US GAAP, Financial Statements, Finance, Internal Audit, Financial Analysis, CPA
Education
State University of New York at Albany 2001 — 2005
Bachelor's degree, Accounting and Business/Management
Kasey Drinnon's Allianz Global Investors Experience 2009 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Addison Group January 2015 - June 2015
Dimont & Associates 2013 - 2014
Highland Capital Management, L.P. 2011 - 2011
CBS Insurance Group 2011 - 2011
Allianz Global Investors 2009 - 2010
J.P. Morgan 2009 - 2009
Moody's Analytics 2007 - 2009
Skills
Bloomberg, MS ExcelMS Word..., QuickBooks
Education
Texas Woman's University 2005 — 2007
BA, General Studies-Business
Addison Group January 2015 - June 2015
Dimont & Associates 2013 - 2014
Highland Capital Management, L.P. 2011 - 2011
CBS Insurance Group 2011 - 2011
Allianz Global Investors 2009 - 2010
J.P. Morgan 2009 - 2009
Moody's Analytics 2007 - 2009
Skills
Bloomberg, MS ExcelMS Word..., QuickBooks
Education
Texas Woman's University 2005 — 2007
BA, General Studies-Business
Tony Castella's Allianz Global Investors Experience August 2014 - Present
Job Finance Director at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors August 2014 - Present
Fidelity Investments June 2003 - July 2014
UBS Paine Webber July 1991 - June 2003
Oppenheimer, Appel, Dixon August 1987 - June 1991
Skills
CPA, Series 27, Hedge Funds, Financial Services, FINRA, Strategic Financial..., Finance
Education
State University of New York College at Oswego 1983 — 1987
BS, Accounting
Allianz Global Investors August 2014 - Present
Fidelity Investments June 2003 - July 2014
UBS Paine Webber July 1991 - June 2003
Oppenheimer, Appel, Dixon August 1987 - June 1991
Skills
CPA, Series 27, Hedge Funds, Financial Services, FINRA, Strategic Financial..., Finance
Education
State University of New York College at Oswego 1983 — 1987
BS, Accounting
Joanna Willars's Allianz Global Investors Experience January 2006 - Present
Job Vice President, Analyst at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors January 2006 - Present
Education
University of St. Thomas (TX) 1998 — 2000
MBA, Finance and International Business
Texas A&M University 1994 — 1997
BA, Economics and Spanish
Allianz Global Investors January 2006 - Present
Education
University of St. Thomas (TX) 1998 — 2000
MBA, Finance and International Business
Texas A&M University 1994 — 1997
BA, Economics and Spanish
Paul Cahill's Allianz Global Investors Experience August 1997 - April 2007
Job National Sales Director Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners April 2007 - Present
Allianz Global Investors August 1997 - April 2007
PIMCO Advisors 1997 - 2007
Skills
Asset Allocation, Alternative Investments, Asset Management
Education
Southern Connecticut State University 1991 — 1995
BS, Journalism/Communications
Virtus Investment Partners April 2007 - Present
Allianz Global Investors August 1997 - April 2007
PIMCO Advisors 1997 - 2007
Skills
Asset Allocation, Alternative Investments, Asset Management
Education
Southern Connecticut State University 1991 — 1995
BS, Journalism/Communications
Jedediah Koenigsberg's Allianz Global Investors Experience 1999 - 2006
Job Investment Officer at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2013 - Present
MFS Investment Management November 2007 - September 2013
Evergreen Investments 2007 - 2008
Allianz Global Investors 1999 - 2006
Education
State University of New York College at Geneseo 1993 — 1997
Bachelor's degree, Economics
Midwood High School 1989 — 1993
MFS Investment Management September 2013 - Present
MFS Investment Management November 2007 - September 2013
Evergreen Investments 2007 - 2008
Allianz Global Investors 1999 - 2006
Education
State University of New York College at Geneseo 1993 — 1997
Bachelor's degree, Economics
Midwood High School 1989 — 1993
Thomas Fuccillo's Allianz Global Investors Experience 2004 - Present
Job Managing Director and Chief Regulatory Counsel at Allianz Global Investors US Holdings LLC
Industry Investment Management
Experience
Allianz Global Investors 2004 - Present
Allianz Global Investors Distributors LLC February 2013 - Present
Allianz Global Investors Fund Management LLC 2004 - Present
Neuberger Berman August 1996 - September 2004
Neuberger Berman October 1991 - August 1996
Skills
Alternative Investments, Securities, Asset Managment, Hedge Funds, Mutual Funds, Equities, Investment Advisory, Investment Management, Investments, Separately Managed..., Capital Markets, Due Diligence, Asset Management, FINRA, Fixed Income, Fund Of Funds, Securities Regulation
Education
Saint John's University School of Law 1993 — 1996
JD
University of Rochester 1986 — 1990
BA, Political Science
Allianz Global Investors 2004 - Present
Allianz Global Investors Distributors LLC February 2013 - Present
Allianz Global Investors Fund Management LLC 2004 - Present
Neuberger Berman August 1996 - September 2004
Neuberger Berman October 1991 - August 1996
Skills
Alternative Investments, Securities, Asset Managment, Hedge Funds, Mutual Funds, Equities, Investment Advisory, Investment Management, Investments, Separately Managed..., Capital Markets, Due Diligence, Asset Management, FINRA, Fixed Income, Fund Of Funds, Securities Regulation
Education
Saint John's University School of Law 1993 — 1996
JD
University of Rochester 1986 — 1990
BA, Political Science
Ryan Chin, CFA's Allianz Global Investors Experience April 2015 - Present
Job Vice President, Portfolio Manager, US MultiAsset at Allianz Global Investors
Industry Banking
Experience
Allianz Global Investors April 2015 - Present
Scotiabank Global Banking and Markets July 2013 - April 2014
Scotiabank Global Banking and Markets March 2006 - July 2013
Scotia Capital February 2005 - April 2006
Scotia Capital August 2002 - January 2005
HSBC Asset Management 1999 - 2000
Skills
Fixed Income Trading, Capital Markets, Interest Rate..., Interest Rate Swaps, Swaps, Structured Products, Money Market, Fixed Income, Trading, Bloomberg, Derivatives, Bonds, FX Options, Market Risk, Options, Equity Derivatives
Education
Simon Fraser University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Accounting, First Class Honours with Distinction
The University of British Columbia 1995 — 1996
Faculty of Applied Science (Engineering)
Royal Conservatory of Music (Toronto) 1987 — 1995
Associateship Diploma (A.R.C.T.), PIano Performance
Allianz Global Investors April 2015 - Present
Scotiabank Global Banking and Markets July 2013 - April 2014
Scotiabank Global Banking and Markets March 2006 - July 2013
Scotia Capital February 2005 - April 2006
Scotia Capital August 2002 - January 2005
HSBC Asset Management 1999 - 2000
Skills
Fixed Income Trading, Capital Markets, Interest Rate..., Interest Rate Swaps, Swaps, Structured Products, Money Market, Fixed Income, Trading, Bloomberg, Derivatives, Bonds, FX Options, Market Risk, Options, Equity Derivatives
Education
Simon Fraser University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Accounting, First Class Honours with Distinction
The University of British Columbia 1995 — 1996
Faculty of Applied Science (Engineering)
Royal Conservatory of Music (Toronto) 1987 — 1995
Associateship Diploma (A.R.C.T.), PIano Performance
Lars Bildman, PMP's Allianz Global Investors Experience April 2005 - May 2009
Job PreConstruction Services \ Estimator at i2 Construction, LLP
Industry Construction
Experience
i2 Construction, LLP September 2013 - Present
Verrazano Steel, Inc. September 2012 - June 2013
C. Stasky Associtates March 2012 - September 2012
Phase Construction Services, Inc October 2011 - March 2012
Silverstein Properties (World Trade Center) May 2011 - October 2011
Royal Institution of Chartered Surveyors Americas November 2010 - January 2011
Self Employed May 2010 - August 2010
Geobarns June 2009 - October 2009
Allianz Global Investors April 2005 - May 2009
Chestnut Hill Apartments January 2001 - January 2003
Skills
Real Estate, Pre-construction, Argus Modeling, Contract Management, Value Engineering, Contract Negotiation, Feasibility Studies, Construction, Construction Management, Sales, Timberline Accounting, Finance, Accounting, Planswift, On-Screen Takeoff, Sage Timberline Office, SmartBidNet, Project Management, Renovation, Project Estimation, Process Scheduler, Bluebeam, AutoCAD, Budgets, Microsoft Excel, Microsoft Office, BIM, Revit, Change Orders, Project Bidding, CPM Scheduling, Green Building, Steel Structures, PowerPoint, Materials Management, Constructware, Statistics, Subcontracting, Steel, Steel Detailing, Risk Management, Submittals, LEED, High Rise
Education
New York University, Schack Institute of Real Estate 2010 — 2011
Master of Science
The George Washington University 2000 — 2004
Bachelor of Business Administration
Saint Sebastian's 1996 — 2000
i2 Construction, LLP September 2013 - Present
Verrazano Steel, Inc. September 2012 - June 2013
C. Stasky Associtates March 2012 - September 2012
Phase Construction Services, Inc October 2011 - March 2012
Silverstein Properties (World Trade Center) May 2011 - October 2011
Royal Institution of Chartered Surveyors Americas November 2010 - January 2011
Self Employed May 2010 - August 2010
Geobarns June 2009 - October 2009
Allianz Global Investors April 2005 - May 2009
Chestnut Hill Apartments January 2001 - January 2003
Skills
Real Estate, Pre-construction, Argus Modeling, Contract Management, Value Engineering, Contract Negotiation, Feasibility Studies, Construction, Construction Management, Sales, Timberline Accounting, Finance, Accounting, Planswift, On-Screen Takeoff, Sage Timberline Office, SmartBidNet, Project Management, Renovation, Project Estimation, Process Scheduler, Bluebeam, AutoCAD, Budgets, Microsoft Excel, Microsoft Office, BIM, Revit, Change Orders, Project Bidding, CPM Scheduling, Green Building, Steel Structures, PowerPoint, Materials Management, Constructware, Statistics, Subcontracting, Steel, Steel Detailing, Risk Management, Submittals, LEED, High Rise
Education
New York University, Schack Institute of Real Estate 2010 — 2011
Master of Science
The George Washington University 2000 — 2004
Bachelor of Business Administration
Saint Sebastian's 1996 — 2000
Greg H. Poplarski's Allianz Global Investors Experience March 2009 - Present
Job Director Retirement Specialist at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors March 2009 - Present
Prudential Retirement 2003 - 2007
Merrill Lynch March 1994 - March 2003
Skills
Investments, ETFs, Asset Management, Series 63, Mutual Funds, Retirement, 401k, Series 7, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies, FINRA, Separately Managed..., Securities, Investment Advisory
Education
Saint John's University - Peter J. Tobin College of Business 1979 — 1981
BS Management, Economics, Management
St. Agnes Cathedral High School
Allianz Global Investors March 2009 - Present
Prudential Retirement 2003 - 2007
Merrill Lynch March 1994 - March 2003
Skills
Investments, ETFs, Asset Management, Series 63, Mutual Funds, Retirement, 401k, Series 7, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies, FINRA, Separately Managed..., Securities, Investment Advisory
Education
Saint John's University - Peter J. Tobin College of Business 1979 — 1981
BS Management, Economics, Management
St. Agnes Cathedral High School
Abby Collins's Allianz Global Investors Experience January 2008 - Present
Job Financial Services Professional
Industry Investment Management
Experience
Allianz Global Investors January 2008 - Present
Credit Suisse February 1999 - January 2007
Education
State University of New York at Stony Brook 1987 — 1991
BA, Interdisciplinary Studies
Allianz Global Investors January 2008 - Present
Credit Suisse February 1999 - January 2007
Education
State University of New York at Stony Brook 1987 — 1991
BA, Interdisciplinary Studies
Andreas Tropp's Allianz Global Investors Experience December 2007 - November 2009
Job Associate, Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors January 2014 - Present
Dimensional Fund Advisors February 2011 - December 2013
Dimensional Fund Advisors October 2010 - January 2011
Allianz Global Investors December 2007 - November 2009
Skills
Economics, VBA, SQL, C#, Databases, Microsoft Excel, Investments, Programming, Asset Management, Data Analysis, Microsoft SQL Server, Visual Studio, Fixed Income
Education
University of Exeter 2009 — 2010
Master of Science, Economics
The Goethe University Frankfurt 2006 — 2009
Bachelor of Science, Economics & Business Administration
Dimensional Fund Advisors January 2014 - Present
Dimensional Fund Advisors February 2011 - December 2013
Dimensional Fund Advisors October 2010 - January 2011
Allianz Global Investors December 2007 - November 2009
Skills
Economics, VBA, SQL, C#, Databases, Microsoft Excel, Investments, Programming, Asset Management, Data Analysis, Microsoft SQL Server, Visual Studio, Fixed Income
Education
University of Exeter 2009 — 2010
Master of Science, Economics
The Goethe University Frankfurt 2006 — 2009
Bachelor of Science, Economics & Business Administration
Andre Polito's Allianz Global Investors Experience February 2012 - September 2013
Job Financial Analyst
Industry Financial Services
Experience
Allianz asset management September 2013 - Present
Allianz Global Investors February 2012 - September 2013
JPMorgan Chase September 2011 - February 2012
Amalgamated Bank December 2010 - February 2011
IFS, (INTERNATIONAL FUND SERVICES) February 2008 - July 2009
THE BANK OF NEW YORK MELLON January 1998 - February 2008
Skills
General Ledger, QA Analysis, Research, Reconciliation, Accounts Receivable, Accounts Payable, portfolio accounting, Testing, Accruals, Reconciliations, Account Reconciliation, Financial Reporting, Spreadsheets, Journal Entries, Excel, Fund Accounting, Outlook, Due Diligence, Pivot Tables, Business Analysis, Cost Accounting, Accounting, Analysis, Internal Controls, Microsoft Excel, Finance, Internal Audit, Process Improvement, Equities, Financial Analysis, Corporate Finance, Securities, Invoicing, Fixed Income, Microsoft Office, Microsoft Word, Financial Accounting
Education
St. Francis College 1988 — 1995
BS, Business Administration, Management and Operations
Bishop Ford Central Catholic High School 1984 — 1988
Allianz asset management September 2013 - Present
Allianz Global Investors February 2012 - September 2013
JPMorgan Chase September 2011 - February 2012
Amalgamated Bank December 2010 - February 2011
IFS, (INTERNATIONAL FUND SERVICES) February 2008 - July 2009
THE BANK OF NEW YORK MELLON January 1998 - February 2008
Skills
General Ledger, QA Analysis, Research, Reconciliation, Accounts Receivable, Accounts Payable, portfolio accounting, Testing, Accruals, Reconciliations, Account Reconciliation, Financial Reporting, Spreadsheets, Journal Entries, Excel, Fund Accounting, Outlook, Due Diligence, Pivot Tables, Business Analysis, Cost Accounting, Accounting, Analysis, Internal Controls, Microsoft Excel, Finance, Internal Audit, Process Improvement, Equities, Financial Analysis, Corporate Finance, Securities, Invoicing, Fixed Income, Microsoft Office, Microsoft Word, Financial Accounting
Education
St. Francis College 1988 — 1995
BS, Business Administration, Management and Operations
Bishop Ford Central Catholic High School 1984 — 1988
Brian Gaffney's Allianz Global Investors Experience Chief Executive OfficerAllianz Global Investors Distributors2008 - Present
Job CEO at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors Chief Executive OfficerAllianz Global Investors Distributors2008 - Present
Education
Stonehill College
BA, Sociology
Allianz Global Investors Chief Executive OfficerAllianz Global Investors Distributors2008 - Present
Education
Stonehill College
BA, Sociology
Daniel Baig's Allianz Global Investors Experience June 2008 - February 2012
Job
Industry Writing and Editing
Experience
DLA Piper May 2015 - August 2015
Chandler Asset Management April 2014 - May 2015
Chandler Asset Management March 2012 - April 2014
Allianz Global Investors June 2008 - February 2012
CONNECT November 2007 - April 2008
Exclusively Legal October 2007 - April 2008
Skills
Equities, Portfolio Management, Business Development, Marketing, Financial Analysis, Investment Management, Securities, Financial Services, Asset Management, Investments, Asset Allocation, Asset Managment, Leadership, Series 7, Financial Modeling, Fixed Income, Management, Mutual Funds, Strategic Planning, Trading, Hedge Funds, Entrepreneurship, Due Diligence, Strategy, Human Resources, Marketing Strategy, Valuation
Education
San Diego State University-California State University
M.B.A.
The John Marshall Law School
J.D.
University of Notre Dame
B.A.
DLA Piper May 2015 - August 2015
Chandler Asset Management April 2014 - May 2015
Chandler Asset Management March 2012 - April 2014
Allianz Global Investors June 2008 - February 2012
CONNECT November 2007 - April 2008
Exclusively Legal October 2007 - April 2008
Skills
Equities, Portfolio Management, Business Development, Marketing, Financial Analysis, Investment Management, Securities, Financial Services, Asset Management, Investments, Asset Allocation, Asset Managment, Leadership, Series 7, Financial Modeling, Fixed Income, Management, Mutual Funds, Strategic Planning, Trading, Hedge Funds, Entrepreneurship, Due Diligence, Strategy, Human Resources, Marketing Strategy, Valuation
Education
San Diego State University-California State University
M.B.A.
The John Marshall Law School
J.D.
University of Notre Dame
B.A.
Christian Greer's Allianz Global Investors Experience December 2014 - February 2015
Job Product Positioning and Analytics at Quantitative Management Associates LLC
Industry Financial Services
Experience
Quantitative Management Associates LLC March 2015 - Present
Allianz Global Investors December 2014 - February 2015
Bridgewater Associates January 2013 - June 2014
Franklin Templeton Investments July 2008 - July 2010
Franklin Templeton Investments July 2006 - July 2008
Salomon Smith Barney September 2005 - December 2005
Skills
Financial Modeling, Equities, Finance, Bloomberg, Analysis, Alternative Investments, Analytics, Asset Allocation, Asset Management, Corporate Finance, Data Analysis, Financial Analysis, Financial Markets, Financial Reporting, Financial Risk, Financial Services, Fixed Income Portfolio..., Investment Strategies, SQL
Education
Trinity College-Hartford 2002 — 2006
B.A., Economics
Fairfield Prep
Quantitative Management Associates LLC March 2015 - Present
Allianz Global Investors December 2014 - February 2015
Bridgewater Associates January 2013 - June 2014
Franklin Templeton Investments July 2008 - July 2010
Franklin Templeton Investments July 2006 - July 2008
Salomon Smith Barney September 2005 - December 2005
Skills
Financial Modeling, Equities, Finance, Bloomberg, Analysis, Alternative Investments, Analytics, Asset Allocation, Asset Management, Corporate Finance, Data Analysis, Financial Analysis, Financial Markets, Financial Reporting, Financial Risk, Financial Services, Fixed Income Portfolio..., Investment Strategies, SQL
Education
Trinity College-Hartford 2002 — 2006
B.A., Economics
Fairfield Prep
Melissa Muramoto's Allianz Global Investors Experience April 2011 - Present
Job Senior AR Research Analyst at Allianz Global Investors
Industry Accounting
Experience
Allianz Global Investors April 2011 - Present
State Street IMS August 2004 - March 2011
Skills
Accounting, Management, Training
Education
University of California, Los Angeles 1995 — 2000
Bachelors, English
Allianz Global Investors April 2011 - Present
State Street IMS August 2004 - March 2011
Skills
Accounting, Management, Training
Education
University of California, Los Angeles 1995 — 2000
Bachelors, English
Ramona B's Allianz Global Investors Experience November 2008 - June 2010
Job Accounting Clerk at VIP Health Care Services
Industry Hospital & Health Care
Experience
VIP Health Care Services October 2010 - Present
Big Drop June 2010 - October 2010
Allianz Global Investors November 2008 - June 2010
V.A. Heinz Insurance April 2007 - September 2007
All Metro Emergency Response Systems November 2006 - March 2007
Cravath, Swaine & Moore LLP September 2005 - August 2006
Skills
Invoicing, Payroll, Accounting, Accounts Payable
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2010
B.S., Finance
John Dewey High School
Recipient of an Advanced Regents Diploma as of
VIP Health Care Services October 2010 - Present
Big Drop June 2010 - October 2010
Allianz Global Investors November 2008 - June 2010
V.A. Heinz Insurance April 2007 - September 2007
All Metro Emergency Response Systems November 2006 - March 2007
Cravath, Swaine & Moore LLP September 2005 - August 2006
Skills
Invoicing, Payroll, Accounting, Accounts Payable
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2010
B.S., Finance
John Dewey High School
Recipient of an Advanced Regents Diploma as of
Joanne Sivillo's Allianz Global Investors Experience December 2009 - April 2014
Job Tax Professional in search of a financial services position
Industry
Experience
Allianz Global Investors December 2009 - April 2014
BNY Mellon June 2007 - December 2009
Evergreen Investments September 1997 - October 2003
Fidelity Investments 1994 - August 1997
State Street Bank 1992 - 1994
Skills
Financial Reporting, Financial Analysis, Mutual Funds, Tax, Financial Statements, Asset Management, Hedge Funds, Investments, Securities, Accounting, Equities, Alternative Investments
Education
Suffolk University 1989 — 1992
Bachelor of Science (BS), Accounting
Allianz Global Investors December 2009 - April 2014
BNY Mellon June 2007 - December 2009
Evergreen Investments September 1997 - October 2003
Fidelity Investments 1994 - August 1997
State Street Bank 1992 - 1994
Skills
Financial Reporting, Financial Analysis, Mutual Funds, Tax, Financial Statements, Asset Management, Hedge Funds, Investments, Securities, Accounting, Equities, Alternative Investments
Education
Suffolk University 1989 — 1992
Bachelor of Science (BS), Accounting
Evanthia Pols's Allianz Global Investors Experience August 2011 - Present
Job Account Manager, Client Service at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors August 2011 - Present
Allianz Global Investors June 2009 - August 2011
Allianz Global Investors August 2007 - June 2009
Cambridge Associates June 2005 - August 2007
Education
The Johns Hopkins University 2001 — 2005
Bachelor of Arts
Allianz Global Investors August 2011 - Present
Allianz Global Investors June 2009 - August 2011
Allianz Global Investors August 2007 - June 2009
Cambridge Associates June 2005 - August 2007
Education
The Johns Hopkins University 2001 — 2005
Bachelor of Arts
Shen-Hua Lou's Allianz Global Investors Experience March 2010 - July 2010
Job Instructional & Interactive Design
Industry E-Learning
Experience
Computer Software Industry September 2013 - Present
HealthLoop July 2013 - August 2013
Children's Creativity Museum January 2013 - May 2013
Children's Creativity Museum September 2012 - December 2012
San Francisco State University, Dept of Elementary Education February 2011 - August 2011
Allianz Global Investors March 2010 - July 2010
TUV Rheinland Group January 2007 - July 2009
Skills
Instructional Design, eLearning Design &..., Curriculum Development, Educational Technology, Adobe Creative Suite, Captivate, Camtasia, Editing, Multimedia, Needs Analysis, Instructional Technology, Learning Management...
Education
San Francisco State University 2010 — 2012
MA in Education, Instructional Technologies
Shih-Chien University 2000 — 2004
BBA, Applied Foreign Languages
Computer Software Industry September 2013 - Present
HealthLoop July 2013 - August 2013
Children's Creativity Museum January 2013 - May 2013
Children's Creativity Museum September 2012 - December 2012
San Francisco State University, Dept of Elementary Education February 2011 - August 2011
Allianz Global Investors March 2010 - July 2010
TUV Rheinland Group January 2007 - July 2009
Skills
Instructional Design, eLearning Design &..., Curriculum Development, Educational Technology, Adobe Creative Suite, Captivate, Camtasia, Editing, Multimedia, Needs Analysis, Instructional Technology, Learning Management...
Education
San Francisco State University 2010 — 2012
MA in Education, Instructional Technologies
Shih-Chien University 2000 — 2004
BBA, Applied Foreign Languages
Julie Prost's Allianz Global Investors Experience 2013 - 2013
Job Accounting Consultant
Industry Accounting
Experience
Allianz Global Investors 2013 - 2013
Skills
Tax, Auditing, GAAP, Financial Reporting, Financial Analysis, Account Reconciliation, Accounts Payable, QuickBooks, Financial Accounting, Internal Controls, Forecasting, General Ledger, Accounting, Microsoft Excel, Leadership
Education
San Diego State University-California State University 1997 — 1999
Bachelor's Degree, Accounting
San Diego State University-California State University 1997 — 1999
Bachelor of Business Administration Emphasis Accounting (B.B.S), Accounting
Allianz Global Investors 2013 - 2013
Skills
Tax, Auditing, GAAP, Financial Reporting, Financial Analysis, Account Reconciliation, Accounts Payable, QuickBooks, Financial Accounting, Internal Controls, Forecasting, General Ledger, Accounting, Microsoft Excel, Leadership
Education
San Diego State University-California State University 1997 — 1999
Bachelor's Degree, Accounting
San Diego State University-California State University 1997 — 1999
Bachelor of Business Administration Emphasis Accounting (B.B.S), Accounting
Felicia Chang's Allianz Global Investors Experience March 2008 - September 2010
Job Sr. Legal Program Manager at Zenefits
Industry Financial Services
Experience
Zenefits June 2015 - Present
LinkedIn August 2014 - June 2015
LinkedIn October 2012 - March 2015
Allianz Global Investors March 2008 - September 2010
Fish & Richardson P.C. April 2007 - February 2008
Morrison & Foerster LLP July 2005 - April 2007
Heller Ehrman LLP August 2003 - July 2005
Skills
Document Review, Trademarks, Project Management, Cross-functional Team..., Management, Litigation Paralegal, International Project..., In-house corporate..., Collaborative Problem..., Adobe Experience...
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Legal Studies
Zenefits June 2015 - Present
LinkedIn August 2014 - June 2015
LinkedIn October 2012 - March 2015
Allianz Global Investors March 2008 - September 2010
Fish & Richardson P.C. April 2007 - February 2008
Morrison & Foerster LLP July 2005 - April 2007
Heller Ehrman LLP August 2003 - July 2005
Skills
Document Review, Trademarks, Project Management, Cross-functional Team..., Management, Litigation Paralegal, International Project..., In-house corporate..., Collaborative Problem..., Adobe Experience...
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Legal Studies
Pedro Marcal's Allianz Global Investors Experience 1994 - September 2012
Job International Equity PM at Fred Alger Management
Industry Investment Management
Experience
Fred Alger Management February 2013 - Present
Allianz Global Investors 1994 - September 2012
A.B. Laffer, V.A. Canto & Associates 1989 - 1994
Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA)
University of California, San Diego
Bachelor's degree, Economics
Fred Alger Management February 2013 - Present
Allianz Global Investors 1994 - September 2012
A.B. Laffer, V.A. Canto & Associates 1989 - 1994
Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA)
University of California, San Diego
Bachelor's degree, Economics
Simon Ilzhöfer's Allianz Global Investors Experience September 2014 - January 2015
Job M.A. Candidate at Johns Hopkins School of Advanced International Studies
Industry Renewables & Environment
Experience
IKB Deutsche Industriebank AG June 2015 - August 2015
Allianz Global Investors September 2014 - January 2015
CNC Communications & Network Consulting AG May 2014 - August 2014
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2013 — 2015
Master of Arts (M.A.), Energy, Resources and Environment & International Finance
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2010 — 2013
Bachelor of Arts (B.A.), International Affairs
IKB Deutsche Industriebank AG June 2015 - August 2015
Allianz Global Investors September 2014 - January 2015
CNC Communications & Network Consulting AG May 2014 - August 2014
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2013 — 2015
Master of Arts (M.A.), Energy, Resources and Environment & International Finance
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2010 — 2013
Bachelor of Arts (B.A.), International Affairs
Bartholomew Deal's Allianz Global Investors Experience 2004 - 2007
Job Self Employed Property and Investment Manager
Industry Investment Management
Experience
Self-employed Performance MeasurementAllianz Global Investors2004 - 2007
Allianz Global Investors 2004 - 2007
Education
University of California, Berkeley
Self-employed Performance MeasurementAllianz Global Investors2004 - 2007
Allianz Global Investors 2004 - 2007
Education
University of California, Berkeley
David Maceira, CFA's Allianz Global Investors Experience July 2006 - October 2010
Job Senior Portfolio Associate, PIMCO
Industry Financial Services
Experience
PIMCO October 2010 - May 2015
Allianz Global Investors July 2006 - October 2010
Skills
Portfolio Management, Equities, Investments, Asset Management
Education
Skidmore College 2002 — 2005
B.S. Business Management, B.A. Spanish
PIMCO October 2010 - May 2015
Allianz Global Investors July 2006 - October 2010
Skills
Portfolio Management, Equities, Investments, Asset Management
Education
Skidmore College 2002 — 2005
B.S. Business Management, B.A. Spanish
stephen ferreri's Allianz Global Investors Experience June 2014 - Present
Job Finance / Accounting Intern at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors June 2014 - Present
Entitle Direct Group, Inc. June 2012 - September 2012
Education
St. John's University 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Bergen Catholic Highschool 2007 — 2011
Allianz Global Investors June 2014 - Present
Entitle Direct Group, Inc. June 2012 - September 2012
Education
St. John's University 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Bergen Catholic Highschool 2007 — 2011
Jennifer Brenes's Allianz Global Investors Experience January 2012 - April 2013
Job Asset Management & Financial Services Professional
Industry Financial Services
Experience
Allianz Global Investors January 2012 - April 2013
Allianz Global Investors April 2007 - December 2011
Benchmarks By Design, Inc February 2005 - December 2007
Kellogg Specialist Group, Member NYSE August 2003 - March 2007
Kellogg Specialist Group, Member NYSE November 2002 - July 2003
Skills
Financial Services, Product Management, Asset Management, Capital Markets, Closed-end Funds, Mutual Funds, Investment Strategies, Equities, Fixed Income, Relationship Building, Process Improvement, Relationship Management, Financial Markets, Problem Solving, Analysis, Project Management, Leadership, Series 7, Series 66, Investment Management, Asset Allocation
Education
Syracuse University
Bachelor's Degree, Finance, GPA 3.60
Allianz Global Investors January 2012 - April 2013
Allianz Global Investors April 2007 - December 2011
Benchmarks By Design, Inc February 2005 - December 2007
Kellogg Specialist Group, Member NYSE August 2003 - March 2007
Kellogg Specialist Group, Member NYSE November 2002 - July 2003
Skills
Financial Services, Product Management, Asset Management, Capital Markets, Closed-end Funds, Mutual Funds, Investment Strategies, Equities, Fixed Income, Relationship Building, Process Improvement, Relationship Management, Financial Markets, Problem Solving, Analysis, Project Management, Leadership, Series 7, Series 66, Investment Management, Asset Allocation
Education
Syracuse University
Bachelor's Degree, Finance, GPA 3.60
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.