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
Matthew Bottini Matthew Bottini's Allianz Global Investors Experience June 2012 - August 2012
Job Fund Accountant at Think Investments LP
Industry Financial Services
Experience
Think Investments January 2015 - Present
Citco Fund Services June 2013 - January 2015
University of Idaho August 2012 - May 2013
University of Idaho - Barker Capital Management Group January 2012 - May 2013
Allianz Global Investors June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
The Alaska Club January 2009 - August 2010
Skills
MS Office Suite, Research, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Access, Outlook, Social Media, Customer Service, Investments, Financial Analysis, Bloomberg Terminal, Equities
Education
University of Idaho 2009 — 2013
BS, Finance, General
Think Investments January 2015 - Present
Citco Fund Services June 2013 - January 2015
University of Idaho August 2012 - May 2013
University of Idaho - Barker Capital Management Group January 2012 - May 2013
Allianz Global Investors June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
The Alaska Club January 2009 - August 2010
Skills
MS Office Suite, Research, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Access, Outlook, Social Media, Customer Service, Investments, Financial Analysis, Bloomberg Terminal, Equities
Education
University of Idaho 2009 — 2013
BS, Finance, General
Kristina Aubin Kristina Aubin's Allianz Global Investors Experience 2012 - 2013
Job Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments June 2015 - Present
Gurtin Fixed Income Management, LLC March 2013 - November 2014
Allianz Global Investors 2012 - 2013
Allianz Global Investors 2007 - 2012
Dolgen Ventures 2005 - 2007
GDC Communities 2000 - 2005
First Community Bank (now Pacific Western Bank) January 1990 - June 2000
Skills
Time Management, Investments, Analysis, Leadership, Expense Reporting..., Meeting/Event Planning, Management, Microsoft..., Compliance Monitoring..., Effective verbal and..., Travel Administration, Highly Efficient..., Meticulous Attention to..., Tact/Diplomacy/Respects..., Requires Minimal..., Interest in developing...
Education
University of Phoenix
Bachelor's Degree, Business Management
Franklin Templeton Investments June 2015 - Present
Gurtin Fixed Income Management, LLC March 2013 - November 2014
Allianz Global Investors 2012 - 2013
Allianz Global Investors 2007 - 2012
Dolgen Ventures 2005 - 2007
GDC Communities 2000 - 2005
First Community Bank (now Pacific Western Bank) January 1990 - June 2000
Skills
Time Management, Investments, Analysis, Leadership, Expense Reporting..., Meeting/Event Planning, Management, Microsoft..., Compliance Monitoring..., Effective verbal and..., Travel Administration, Highly Efficient..., Meticulous Attention to..., Tact/Diplomacy/Respects..., Requires Minimal..., Interest in developing...
Education
University of Phoenix
Bachelor's Degree, Business Management
Hiedi Budwill Woods Hiedi Budwill Woods's Allianz Global Investors Experience May 2002 - Present
Job Client Service at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors May 2002 - Present
Excite.com 1999 - 2002
Birch Aquarium at Scripps 1992 - 1998
Skills
Alternative Investments, Mutual Funds, Microsoft Excel, Outlook, Investments, Investment Management, Asset Allocation, Series 7, Management, Asset Management, Fixed Income
Education
Naugatuck High School
The University of Connecticut
Bachelor of Arts (B.A.), English Language and Literature/Letters
Allianz Global Investors May 2002 - Present
Excite.com 1999 - 2002
Birch Aquarium at Scripps 1992 - 1998
Skills
Alternative Investments, Mutual Funds, Microsoft Excel, Outlook, Investments, Investment Management, Asset Allocation, Series 7, Management, Asset Management, Fixed Income
Education
Naugatuck High School
The University of Connecticut
Bachelor of Arts (B.A.), English Language and Literature/Letters
Adam Sharaff Adam Sharaff's Allianz Global Investors Experience 2008 - 2008
Job @KITNOCapital
Industry Capital Markets
Experience
Societe Generale June 2013 - August 2013
The Raine Group June 2011 - August 2012
Bank of New York Mellon June 2010 - May 2011
Allianz Global Investors 2008 - 2008
Education
University of Pennsylvania 2007 — 2011
B.S.E., Engineering
Rye Country Day School 2003 — 2007
Societe Generale June 2013 - August 2013
The Raine Group June 2011 - August 2012
Bank of New York Mellon June 2010 - May 2011
Allianz Global Investors 2008 - 2008
Education
University of Pennsylvania 2007 — 2011
B.S.E., Engineering
Rye Country Day School 2003 — 2007
Kali (Kirk) Passiglia Kali (Kirk) Passiglia's Allianz Global Investors Experience February 2007 - February 2011
Job Project Coordinator at IRI Consultants to Management
Industry Management Consulting
Experience
IRI Consultants to Management February 2011 - Present
Brady, Brannon & Rich 2011 - Present
Allianz Global Investors February 2007 - February 2011
Backstage 2009 - 2010
American Mortgage Express October 2003 - June 2006
Skills
Customer Interaction..., Public Speaking, Public Relations, Marketing, Event Planning, Value Stream Mapping, Photoshop, Sales Operations, CRM, Project Coordination, Advertising, Blogging, Strategy, Editing, Social Media
Education
University of San Diego 1999 — 2003
Bachelor of Arts (B.A.), Business Administration
Stella Adler Studio of Acting 2009 — 2009
Summer Conservatory, Drama and Dramatics/Theatre Arts, General
IRI Consultants to Management February 2011 - Present
Brady, Brannon & Rich 2011 - Present
Allianz Global Investors February 2007 - February 2011
Backstage 2009 - 2010
American Mortgage Express October 2003 - June 2006
Skills
Customer Interaction..., Public Speaking, Public Relations, Marketing, Event Planning, Value Stream Mapping, Photoshop, Sales Operations, CRM, Project Coordination, Advertising, Blogging, Strategy, Editing, Social Media
Education
University of San Diego 1999 — 2003
Bachelor of Arts (B.A.), Business Administration
Stella Adler Studio of Acting 2009 — 2009
Summer Conservatory, Drama and Dramatics/Theatre Arts, General
Steven Weyland, CFA Steven Weyland, CFA's Allianz Global Investors Experience 1996 - 2002
Job Vice President/ Director, Southern Region Institution Division at RNC Genter Capital Management
Industry Investment Management
Experience
RNC Genter Capital Management October 2012 - Present
Laffer Associates February 2011 - July 2012
Kayne Anderson Rudnick February 2008 - February 2011
JP Morgan February 2007 - February 2008
Placemark Investments February 2006 - February 2007
Hilliard Lyons February 2004 - February 2006
BlackRock 2003 - 2003
Allianz Global Investors 1996 - 2002
Nicholas Applegate 1996 - 2001
PaineWebber 1991 - 1994
Skills
Investment Management..., High Net Worth..., Wealth Management, Separately Managed..., Investment Advisory, Training & Development, Strategy, Asset Management, Asset Allocation, Alternative Investments, Asset Managment, Financial Advisory, Investments, RIAs, Mutual Funds, institutional sales
Education
University of Kentucky 1982 — 1987
BBA, Marketing, Finance
Saint Xavier high school 1978 — 1982
RNC Genter Capital Management October 2012 - Present
Laffer Associates February 2011 - July 2012
Kayne Anderson Rudnick February 2008 - February 2011
JP Morgan February 2007 - February 2008
Placemark Investments February 2006 - February 2007
Hilliard Lyons February 2004 - February 2006
BlackRock 2003 - 2003
Allianz Global Investors 1996 - 2002
Nicholas Applegate 1996 - 2001
PaineWebber 1991 - 1994
Skills
Investment Management..., High Net Worth..., Wealth Management, Separately Managed..., Investment Advisory, Training & Development, Strategy, Asset Management, Asset Allocation, Alternative Investments, Asset Managment, Financial Advisory, Investments, RIAs, Mutual Funds, institutional sales
Education
University of Kentucky 1982 — 1987
BBA, Marketing, Finance
Saint Xavier high school 1978 — 1982
Kaitlyn Fischer Kaitlyn Fischer's Allianz Global Investors Experience July 2013 - Present
Job Assistant Vice President, Product Specialist Associate at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors July 2013 - Present
UBS Wealth Management January 2011 - July 2013
UBS Wealth Management July 2009 - January 2011
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Bachelor's Degree, Finance
The Lawrenceville School 2002 — 2007
University of Richmond
Allianz Global Investors July 2013 - Present
UBS Wealth Management January 2011 - July 2013
UBS Wealth Management July 2009 - January 2011
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Bachelor's Degree, Finance
The Lawrenceville School 2002 — 2007
University of Richmond
Jeff Sheran Jeff Sheran's Allianz Global Investors Experience January 2000 - Present
Job Managing Director at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors January 2000 - Present
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA
University of Michigan 1988 — 1992
BA
Allianz Global Investors January 2000 - Present
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA
University of Michigan 1988 — 1992
BA
Corey Kilcourse, CIMA Corey Kilcourse, CIMA's Allianz Global Investors Experience February 2005 - Present
Job Vice President, Product Specialist at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors February 2005 - Present
Education
The University of Connecticut 2001 — 2004
BA, History
Allianz Global Investors February 2005 - Present
Education
The University of Connecticut 2001 — 2004
BA, History
Seth Wittman's Allianz Global Investors Experience June 2008 - August 2008
Job Digital Marketing Professional
Industry Online Media
Experience
Marketing Evolution March 2013 - Present
The Posse Foundation April 2011 - Present
Datalot Inc April 2012 - February 2013
Datalot Inc June 2010 - March 2012
Allianz SE September 2009 - February 2010
Hoops and Leaders July 2007 - July 2009
Allianz Global Investors June 2008 - August 2008
Dresdner Kleinwort July 2007 - August 2007
Skills
Media Buying, PPC, Social Media Marketing, Facebook, Digital Media, Social Media, SEM, Digital Strategy, Online Advertising, Digital Marketing, Web Analytics, Mobile Marketing, SEO, Google Analytics
Education
University of Michigan 2005 — 2009
BA, Sociology
Marketing Evolution March 2013 - Present
The Posse Foundation April 2011 - Present
Datalot Inc April 2012 - February 2013
Datalot Inc June 2010 - March 2012
Allianz SE September 2009 - February 2010
Hoops and Leaders July 2007 - July 2009
Allianz Global Investors June 2008 - August 2008
Dresdner Kleinwort July 2007 - August 2007
Skills
Media Buying, PPC, Social Media Marketing, Facebook, Digital Media, Social Media, SEM, Digital Strategy, Online Advertising, Digital Marketing, Web Analytics, Mobile Marketing, SEO, Google Analytics
Education
University of Michigan 2005 — 2009
BA, Sociology
Todd Barney, CIMA (r) Todd Barney, CIMA (r)'s Allianz Global Investors Experience December 2010 - Present
Job
Industry Financial Services
Experience
Allianz Global Investors December 2010 - Present
Education
University of California, Santa Barbara 1994 — 1999
BA, History
De La Salle High School 1990 — 1994
Allianz Global Investors December 2010 - Present
Education
University of California, Santa Barbara 1994 — 1999
BA, History
De La Salle High School 1990 — 1994
Jack Leary's Allianz Global Investors Experience July 2015 - Present
Job Paralegal at Allianz Global Investors
Industry Legal Services
Experience
Allianz Global Investors July 2015 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2013 - July 2015
Wheatley Hills Golf Club March 2006 - June 2013
Wilson Elser May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Public Speaking, Research, Customer Service, Event Planning, Leadership, Teamwork, Data Analysis, Sales, Marketing, Public Relations, Social Media Marketing, Legal Translation, Acquisitions, Legal Issues, Mergers & Acquisitions, Legal Documentation, Legal Documents, Legal Research, Legal Assistance, Transactional Law, Securities, Regulatory Compliance, Due Diligence
Education
University of Richmond 2009 — 2013
Bachelor of Arts (B.A.), History and PPEL (Philosophy, Politics, Economics, and Law)
Chaminade High School 2005 — 2009
Allianz Global Investors July 2015 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2013 - July 2015
Wheatley Hills Golf Club March 2006 - June 2013
Wilson Elser May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Public Speaking, Research, Customer Service, Event Planning, Leadership, Teamwork, Data Analysis, Sales, Marketing, Public Relations, Social Media Marketing, Legal Translation, Acquisitions, Legal Issues, Mergers & Acquisitions, Legal Documentation, Legal Documents, Legal Research, Legal Assistance, Transactional Law, Securities, Regulatory Compliance, Due Diligence
Education
University of Richmond 2009 — 2013
Bachelor of Arts (B.A.), History and PPEL (Philosophy, Politics, Economics, and Law)
Chaminade High School 2005 — 2009
Charles Stultz Charles Stultz's Allianz Global Investors Experience October 1994 - July 2013
Job Retirement
Industry Philanthropy
Experience
Retired!! August 2013 - Present
Allianz Global Investors October 1994 - July 2013
United States Marine Corps 1983 - 1992
Education
UCSD 2006 — 2009
Project Management Certificate, Project Management, A
Retired!! August 2013 - Present
Allianz Global Investors October 1994 - July 2013
United States Marine Corps 1983 - 1992
Education
UCSD 2006 — 2009
Project Management Certificate, Project Management, A
Brooke K Goodwin Brooke K Goodwin's Allianz Global Investors Experience June 2009 - July 2009
Job CPA, Senior Associate
Industry Accounting
Experience
PwC July 2015 - Present
PwC September 2012 - June 2015
Allianz Global Investors June 2009 - July 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2012
Master of Accounting
Vanderbilt University 2006 — 2010
Bachelor of Science, Human and Organizational Development, Economics
PwC July 2015 - Present
PwC September 2012 - June 2015
Allianz Global Investors June 2009 - July 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2012
Master of Accounting
Vanderbilt University 2006 — 2010
Bachelor of Science, Human and Organizational Development, Economics
Ryan Keating, CIMA Ryan Keating, CIMA's Allianz Global Investors Experience February 2010 - January 2011
Job Vice President, Advisor Consultant at PIMCO
Industry Financial Services
Experience
PIMCO February 2013 - Present
PIMCO January 2011 - Present
Allianz Global Investors February 2010 - January 2011
Allianz Global Investors May 2005 - February 2010
Skills
Investments, Separately Managed..., Mutual Funds, ETFs, Fixed Income, Alternative Investments, Series 7
Education
University of Rhode Island 2000 — 2004
PIMCO February 2013 - Present
PIMCO January 2011 - Present
Allianz Global Investors February 2010 - January 2011
Allianz Global Investors May 2005 - February 2010
Skills
Investments, Separately Managed..., Mutual Funds, ETFs, Fixed Income, Alternative Investments, Series 7
Education
University of Rhode Island 2000 — 2004
Nicole Saucier Nicole Saucier's Allianz Global Investors Experience March 2008 - December 2010
Job Fixed Income TraderBuyside
Industry Investment Management
Experience
General Motors January 2011 - July 2013
Allianz Global Investors March 2008 - December 2010
Western Asset Management July 2002 - March 2008
Citigroup Asset Management November 2000 - July 2002
Citigroup Asset Management March 1999 - November 2000
Alliance Capital Management July 1996 - March 1999
Fidelity Investments July 1995 - July 1996
Skills
Fixed Income, Portfolio Management, Bonds, Trading, Investments, Mutual Funds, Trading Systems, Investment Strategies, High Yield, MBS, ABS, Separately Managed..., Equities, Asset Management, Series 7, Hedge Funds
Education
University of Massachusetts Boston 1991 — 1995
Bachelor of Science, Business Administration; Accounting and Finance
General Motors January 2011 - July 2013
Allianz Global Investors March 2008 - December 2010
Western Asset Management July 2002 - March 2008
Citigroup Asset Management November 2000 - July 2002
Citigroup Asset Management March 1999 - November 2000
Alliance Capital Management July 1996 - March 1999
Fidelity Investments July 1995 - July 1996
Skills
Fixed Income, Portfolio Management, Bonds, Trading, Investments, Mutual Funds, Trading Systems, Investment Strategies, High Yield, MBS, ABS, Separately Managed..., Equities, Asset Management, Series 7, Hedge Funds
Education
University of Massachusetts Boston 1991 — 1995
Bachelor of Science, Business Administration; Accounting and Finance
Samantha Sabety Samantha Sabety's Allianz Global Investors Experience June 2015 - Present
Job Intern at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors June 2015 - Present
University of Michigan September 2013 - Present
IPG Mediabrands June 2014 - August 2014
Skills
Fund Accounting, Bloomberg Terminal, SEC Financial Reporting, Financial Statement..., Regulatory Documentation, Microsoft Excel, SalesPage, CRM Databases, SPSS, Microsoft Office, Data Analysis
Education
University of Michigan 2012 — 2016
Bachelor's Degree, Psychology
Oceanside High School 2008 — 2012
Honors Graduate
Allianz Global Investors June 2015 - Present
University of Michigan September 2013 - Present
IPG Mediabrands June 2014 - August 2014
Skills
Fund Accounting, Bloomberg Terminal, SEC Financial Reporting, Financial Statement..., Regulatory Documentation, Microsoft Excel, SalesPage, CRM Databases, SPSS, Microsoft Office, Data Analysis
Education
University of Michigan 2012 — 2016
Bachelor's Degree, Psychology
Oceanside High School 2008 — 2012
Honors Graduate
Molly (Whatmough) Henry's Allianz Global Investors Experience May 2007 - June 2010
Job Enterprise Account Executive at NetBrain Technologies Inc.
Industry Information Technology and Services
Experience
NetBrain Technologies Inc. April 2015 - Present
SmartBear Software August 2014 - April 2015
SmartBear Software March 2014 - August 2014
State Street September 2012 - February 2014
Janney Montgomery Scott December 2010 - March 2012
Allianz Global Investors May 2007 - June 2010
Shenkman Capital Management July 2005 - April 2007
Skills
Fixed Income, Trading, Series 7, Equities, Bloomberg, Mutual Funds, Series 63, Hedge Funds, Asset Management, Investments, Securities, Alternative Investments, Asset Allocation, Portfolio Management, Capital Markets, ETFs, Salesforce.com, Enterprise Software, Sales, Business Development, Account Management, SaaS, Solution Selling, Management, CRM, Sales Process, Direct Sales, Leadership, Lead Generation
Education
University of New Hampshire 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Concord High School
NetBrain Technologies Inc. April 2015 - Present
SmartBear Software August 2014 - April 2015
SmartBear Software March 2014 - August 2014
State Street September 2012 - February 2014
Janney Montgomery Scott December 2010 - March 2012
Allianz Global Investors May 2007 - June 2010
Shenkman Capital Management July 2005 - April 2007
Skills
Fixed Income, Trading, Series 7, Equities, Bloomberg, Mutual Funds, Series 63, Hedge Funds, Asset Management, Investments, Securities, Alternative Investments, Asset Allocation, Portfolio Management, Capital Markets, ETFs, Salesforce.com, Enterprise Software, Sales, Business Development, Account Management, SaaS, Solution Selling, Management, CRM, Sales Process, Direct Sales, Leadership, Lead Generation
Education
University of New Hampshire 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Concord High School
Thomas Moles Thomas Moles's Allianz Global Investors Experience July 2014 - July 2015
Job Director, Content Marketing Strategy at AMG Funds
Industry Financial Services
Experience
AMG Funds August 2015 - Present
Allianz Global Investors July 2014 - July 2015
Legg Mason August 2009 - July 2014
Neuberger Berman 2005 - 2009
Citigroup 2003 - 2005
Genuity Solutions 2001 - 2002
Morgan Stanley 1996 - 1999
Skills
Mutual Funds, Multi-channel Marketing, Series 7, Investments, Alternative Investments, Financial Services, Asset Management, Marketing, Equities, Hedge Funds, Marketing Strategy, Securities, Wealth Management, Asset Managment, Digital Marketing, Integrated Marketing, Private Equity, Series 63
Education
University of North Carolina at Chapel Hill 1999 — 2001
MBA, Marketing and Strategy
Vanderbilt University 1993 — 1996
BS, Political Science
AMG Funds August 2015 - Present
Allianz Global Investors July 2014 - July 2015
Legg Mason August 2009 - July 2014
Neuberger Berman 2005 - 2009
Citigroup 2003 - 2005
Genuity Solutions 2001 - 2002
Morgan Stanley 1996 - 1999
Skills
Mutual Funds, Multi-channel Marketing, Series 7, Investments, Alternative Investments, Financial Services, Asset Management, Marketing, Equities, Hedge Funds, Marketing Strategy, Securities, Wealth Management, Asset Managment, Digital Marketing, Integrated Marketing, Private Equity, Series 63
Education
University of North Carolina at Chapel Hill 1999 — 2001
MBA, Marketing and Strategy
Vanderbilt University 1993 — 1996
BS, Political Science
Alistair Bates's Allianz Global Investors Experience January 2015 - Present
Job AVP Assistant Portfolio Manager at Allianz Global Investors US MultiAsset
Industry Investment Management
Experience
Allianz Global Investors January 2015 - Present
Allianz Global Investors January 2014 - December 2014
Allianz Global Investors June 2011 - December 2013
Allianz Global Investors January 2009 - June 2011
Allianz Global Investors June 2007 - January 2009
SinoPac Financial Holdings June 2006 - September 2006
Coldwell Banker Realty June 2005 - September 2005
Skills
Investments, Portfolio Management, Bloomberg, Asset Management, Finance, Equities, Mutual Funds, Financial Analysis, Due Diligence, Access, Excel, Asset Managment, Economics, Fund Of Funds, Morningstar, Matlab, Asset Allocation, Global Tactical Asset..., Risk Analysis, Microsoft Excel, Digging, Equity Research, Investment Management, Derivatives
Education
University of California, San Diego 2003 — 2007
Degrees: Two Bachelors, Economics and Political Science, 3.6
Allianz Global Investors January 2015 - Present
Allianz Global Investors January 2014 - December 2014
Allianz Global Investors June 2011 - December 2013
Allianz Global Investors January 2009 - June 2011
Allianz Global Investors June 2007 - January 2009
SinoPac Financial Holdings June 2006 - September 2006
Coldwell Banker Realty June 2005 - September 2005
Skills
Investments, Portfolio Management, Bloomberg, Asset Management, Finance, Equities, Mutual Funds, Financial Analysis, Due Diligence, Access, Excel, Asset Managment, Economics, Fund Of Funds, Morningstar, Matlab, Asset Allocation, Global Tactical Asset..., Risk Analysis, Microsoft Excel, Digging, Equity Research, Investment Management, Derivatives
Education
University of California, San Diego 2003 — 2007
Degrees: Two Bachelors, Economics and Political Science, 3.6
Jonathan Seidman's Allianz Global Investors Experience April 2007 - April 2012
Job Principal, The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group December 2014 - Present
Morgan Stanley Alternative Investment Partners May 2012 - December 2014
Allianz Global Investors April 2007 - April 2012
Systematic Financial Management March 2001 - April 2007
Education
University of Florida - Warrington College Of Business 1992 — 1996
BS, Finance, General
The Carlyle Group December 2014 - Present
Morgan Stanley Alternative Investment Partners May 2012 - December 2014
Allianz Global Investors April 2007 - April 2012
Systematic Financial Management March 2001 - April 2007
Education
University of Florida - Warrington College Of Business 1992 — 1996
BS, Finance, General
Madison Faller's Allianz Global Investors Experience June 2013 - August 2013
Job Incoming Private Bank Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Notre Dame Development Phone Center August 2012 - May 2015
JPMorgan Chase May 2014 - August 2014
Allianz Global Investors June 2013 - August 2013
FiduciaryFirst June 2010 - May 2013
Skills
SPSS, Stata, R, Fundraising, Statistics, Public Policy, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Econometrics, Economics
Education
University of Notre Dame 2011 — 2015
Bachelor’s Degree, Economics, Political Science, Hesburgh Program in Public Service
University of Notre Dame London 2013 — 2013
Bishop Moore Catholic High School 2007 — 2011
High School Diploma, Honors
JPMorgan Chase & Co. May 2015 - Present
Notre Dame Development Phone Center August 2012 - May 2015
JPMorgan Chase May 2014 - August 2014
Allianz Global Investors June 2013 - August 2013
FiduciaryFirst June 2010 - May 2013
Skills
SPSS, Stata, R, Fundraising, Statistics, Public Policy, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Econometrics, Economics
Education
University of Notre Dame 2011 — 2015
Bachelor’s Degree, Economics, Political Science, Hesburgh Program in Public Service
University of Notre Dame London 2013 — 2013
Bishop Moore Catholic High School 2007 — 2011
High School Diploma, Honors
Tom Mulligan, CFA Tom Mulligan, CFA's Allianz Global Investors Experience January 2008 - April 2013
Job Director, Product Management and RFP at Brandes Investment Partners
Industry Investment Management
Experience
Brandes Investment Partners November 2014 - Present
Brandes Investment Partners February 2014 - November 2014
Investment Management April 2013 - February 2014
Allianz Global Investors January 2008 - April 2013
Raymond James Asset Management Services April 2007 - January 2008
Eagle Asset Management May 2003 - April 2007
Eagle Asset Management March 2000 - June 2003
Eagle Asset Management June 1998 - March 2000
Raymond James Financial Inc. June 1997 - August 1997
Prudential Securities May 1994 - August 1996
Skills
Investments, Portfolio Management, Mutual Funds, Asset Management, Marketing, Leadership, Asset Allocation, Investment Management, Management, Analysis, Series 7, Equities, Financial Services, CRM, Asset Managment, Fixed Income, Relationship Management, Series 63, Series 65
Education
University of Florida - Warrington College Of Business 1996 — 1998
MBA, Security Analysis, Finance
University of Florida 1987 — 1991
BSBA, Finance
Archbishop Curley-Notre Dame 1983 — 1987
Brandes Investment Partners November 2014 - Present
Brandes Investment Partners February 2014 - November 2014
Investment Management April 2013 - February 2014
Allianz Global Investors January 2008 - April 2013
Raymond James Asset Management Services April 2007 - January 2008
Eagle Asset Management May 2003 - April 2007
Eagle Asset Management March 2000 - June 2003
Eagle Asset Management June 1998 - March 2000
Raymond James Financial Inc. June 1997 - August 1997
Prudential Securities May 1994 - August 1996
Skills
Investments, Portfolio Management, Mutual Funds, Asset Management, Marketing, Leadership, Asset Allocation, Investment Management, Management, Analysis, Series 7, Equities, Financial Services, CRM, Asset Managment, Fixed Income, Relationship Management, Series 63, Series 65
Education
University of Florida - Warrington College Of Business 1996 — 1998
MBA, Security Analysis, Finance
University of Florida 1987 — 1991
BSBA, Finance
Archbishop Curley-Notre Dame 1983 — 1987
John Lodise, PMP, PMI-ACP, PMI-PBA's Allianz Global Investors Experience January 2014 - Present
Job Vice President, US IT PMO Manager at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors January 2014 - Present
Allianz Global Investors Capital April 2008 - December 2013
Nicholas-Applegate Capital Management September 2002 - March 2008
Nicholas-Applegate Capital Management December 1999 - April 2002
LPL Financial Services April 1997 - August 1999
Scott Paper Company 1987 - 1993
Skills
Project Management, MS Project, Program Management, Project Portfolio..., PMP, Requirements Analysis, Requirements Gathering, Business Relationship..., Project Planning, Strategic Planning, Change Management, Project Risk, Business Analysis, Business Process, PMO, Management, Strategy, Operations Management, Team Leadership, Project Delivery, Risk Management, Business Process..., Microsoft Project
Education
University of California, San Diego 2008 — 2012
UC San Diego Extension’s Professional Certificate in Project Management - Obtained May 2012, Project Management
Villanova University 1985 — 1989
B.A. Business Administration, Finance
Malvern Preparatory School 1981 — 1985
General, Business Administration and Management, General
Allianz Global Investors January 2014 - Present
Allianz Global Investors Capital April 2008 - December 2013
Nicholas-Applegate Capital Management September 2002 - March 2008
Nicholas-Applegate Capital Management December 1999 - April 2002
LPL Financial Services April 1997 - August 1999
Scott Paper Company 1987 - 1993
Skills
Project Management, MS Project, Program Management, Project Portfolio..., PMP, Requirements Analysis, Requirements Gathering, Business Relationship..., Project Planning, Strategic Planning, Change Management, Project Risk, Business Analysis, Business Process, PMO, Management, Strategy, Operations Management, Team Leadership, Project Delivery, Risk Management, Business Process..., Microsoft Project
Education
University of California, San Diego 2008 — 2012
UC San Diego Extension’s Professional Certificate in Project Management - Obtained May 2012, Project Management
Villanova University 1985 — 1989
B.A. Business Administration, Finance
Malvern Preparatory School 1981 — 1985
General, Business Administration and Management, General
Kari Webb's Allianz Global Investors Experience January 2009 - November 2010
Job Retail Training and Development Specialist at Oakley
Industry Education Management
Experience
Oakley July 2012 - Present
Western Dental Services November 2010 - July 2012
The Princeton Review January 2000 - March 2011
Allianz Global Investors January 2009 - November 2010
The Princeton Review June 2003 - December 2008
The Princeton Review June 2003 - December 2008
Skills
Public Speaking, Event Planning, Teaching, Training, Staff Development, Data Analysis, PowerPoint, Leadership Development, Social Media, Microsoft Office, Customer Service, Organizational..., Coaching, Program Management, Employee Training, Management, Leadership
Education
University of California, Riverside 1999 — 2003
BA, Psychology
Oakley July 2012 - Present
Western Dental Services November 2010 - July 2012
The Princeton Review January 2000 - March 2011
Allianz Global Investors January 2009 - November 2010
The Princeton Review June 2003 - December 2008
The Princeton Review June 2003 - December 2008
Skills
Public Speaking, Event Planning, Teaching, Training, Staff Development, Data Analysis, PowerPoint, Leadership Development, Social Media, Microsoft Office, Customer Service, Organizational..., Coaching, Program Management, Employee Training, Management, Leadership
Education
University of California, Riverside 1999 — 2003
BA, Psychology
Kristen Klugman's Allianz Global Investors Experience April 2007 - November 2008
Job Small Business Consultant at Paychex, Inc.
Industry Computer Software
Experience
Paychex January 2011 - Present
Cbeyond December 2009 - October 2011
ADP November 2009 - January 2011
Perry-Smith LLP December 2008 - November 2009
Allianz Global Investors April 2007 - November 2008
Skills
Microsoft Excel, Accounting, Budgets, Salesforce.com, Account Management, Cold Calling, Sales, Microsoft Office, Financial Analysis, PowerPoint, New Business Development, Microsoft Word, Marketing, Financial Reporting, Sales Process, Customer Service, Leadership, Sales Management, Employee Benefits, Sales Operations, Human Resources, Payroll, Solution Selling, Training, Customer Satisfaction, Management, Marketing Strategy, ADP Payroll, Payroll Services
Education
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts, Business Economics; Accounting
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts, Law and Society
Villa Park High School 1999 — 2002
Paychex January 2011 - Present
Cbeyond December 2009 - October 2011
ADP November 2009 - January 2011
Perry-Smith LLP December 2008 - November 2009
Allianz Global Investors April 2007 - November 2008
Skills
Microsoft Excel, Accounting, Budgets, Salesforce.com, Account Management, Cold Calling, Sales, Microsoft Office, Financial Analysis, PowerPoint, New Business Development, Microsoft Word, Marketing, Financial Reporting, Sales Process, Customer Service, Leadership, Sales Management, Employee Benefits, Sales Operations, Human Resources, Payroll, Solution Selling, Training, Customer Satisfaction, Management, Marketing Strategy, ADP Payroll, Payroll Services
Education
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts, Business Economics; Accounting
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts, Law and Society
Villa Park High School 1999 — 2002
Nicholas Aberle Nicholas Aberle's Allianz Global Investors Experience 2001 - 2003
Job Director Finance, LOB Controller at Broadcom
Industry Semiconductors
Experience
Broadcom 2011 - Present
Janney Montgomery Scott 2010 - 2011
B. Riley & Co. 2003 - 2010
Allianz Global Investors 2001 - 2003
Skills
Investor Relations, Corporate Development, Financial Analysis, Competitive Intelligence, Strategic Planning, Spokesperson, Equity Research, Financial Modeling
Education
University of California, San Diego 1997 — 2001
BS, Management Science
Broadcom 2011 - Present
Janney Montgomery Scott 2010 - 2011
B. Riley & Co. 2003 - 2010
Allianz Global Investors 2001 - 2003
Skills
Investor Relations, Corporate Development, Financial Analysis, Competitive Intelligence, Strategic Planning, Spokesperson, Equity Research, Financial Modeling
Education
University of California, San Diego 1997 — 2001
BS, Management Science
Andrea Recio (Newland) Andrea Recio (Newland)'s Allianz Global Investors Experience March 1998 - Present
Job Trade Specialist at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors March 1998 - Present
Skills
Asset Management, Investment Management, Brokers, Banking, Options, Fixed Income, International Market..., Foreign Exchange..., Equities, PACER, Omgeo Oasys, Microsoft Excel, Bloomberg, Time Management
Education
University of Florida
bachelo
Allianz Global Investors March 1998 - Present
Skills
Asset Management, Investment Management, Brokers, Banking, Options, Fixed Income, International Market..., Foreign Exchange..., Equities, PACER, Omgeo Oasys, Microsoft Excel, Bloomberg, Time Management
Education
University of Florida
bachelo
Nicholas Motola Nicholas Motola's Allianz Global Investors Experience June 2013 - Present
Job Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors June 2013 - Present
Skills
Asset Management, Investment Advisory, Portfolio Management, Investments, Alternative Investments, Series 7
Education
University of Miami - School of Business 2006 — 2010
Bachelor, Business Administration; Finance
Allianz Global Investors June 2013 - Present
Skills
Asset Management, Investment Advisory, Portfolio Management, Investments, Alternative Investments, Series 7
Education
University of Miami - School of Business 2006 — 2010
Bachelor, Business Administration; Finance
Chris Casenhiser's Allianz Global Investors Experience December 1998 - Present
Job Investment Consultant at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors December 1998 - Present
Calamos Investments December 1996 - December 1998
Education
University of Kentucky 1993 — 1996
Marketing and Finance
Allianz Global Investors December 1998 - Present
Calamos Investments December 1996 - December 1998
Education
University of Kentucky 1993 — 1996
Marketing and Finance
Erin G. Scudder Erin G. Scudder's Allianz Global Investors Experience October 2014 - March 2015
Job Sales and Marketing Consultant + Yoga Instructor
Industry Marketing and Advertising
Experience
American Express OPEN June 2015 - Present
The James Beard Foundation March 2015 - May 2015
Allianz Global Investors October 2014 - March 2015
Allianz Global Investors September 2011 - October 2014
AllianceBernstein 2008 - September 2011
AllianceBernstein September 2007 - 2008
Skills
Marketing, Marketing Strategy, Yoga Instruction, Relationship Management, Sales, Digital Marketing, Marketing Management, Corporate Wellness, Wellness, Yoga, Teaching, Fitness Instruction, Fitness, Advertising, Financial Services, Mutual Funds, Series 7, Asset Management, Investments, Retirement, Asset Allocation, Series 63, Retirement Planning, 401k, Defined Contribution
Education
University of Maryland College Park 2003 — 2007
Bachelor's Degree
Pure Yoga - New York, NY
200-hour Yoga Teacher Training
American Express OPEN June 2015 - Present
The James Beard Foundation March 2015 - May 2015
Allianz Global Investors October 2014 - March 2015
Allianz Global Investors September 2011 - October 2014
AllianceBernstein 2008 - September 2011
AllianceBernstein September 2007 - 2008
Skills
Marketing, Marketing Strategy, Yoga Instruction, Relationship Management, Sales, Digital Marketing, Marketing Management, Corporate Wellness, Wellness, Yoga, Teaching, Fitness Instruction, Fitness, Advertising, Financial Services, Mutual Funds, Series 7, Asset Management, Investments, Retirement, Asset Allocation, Series 63, Retirement Planning, 401k, Defined Contribution
Education
University of Maryland College Park 2003 — 2007
Bachelor's Degree
Pure Yoga - New York, NY
200-hour Yoga Teacher Training
Fabi Posada Charlebois Fabi Posada Charlebois's Allianz Global Investors Experience March 2008 - April 2012
Job
Industry Health, Wellness and Fitness
Experience
American Specialty Health October 2012 - Present
Allianz Global Investors March 2008 - April 2012
Allianz Global Investors April 2005 - March 2008
Nicholas Applegate Capital Management January 2000 - April 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Prospect Research, Spanish-speaking, Series 7, Client Service, Sales Support, Sales Prospecting, Financial Services, Wellness, Marketing, Sales Operations, Business Development, Management, Project Management, Investments, Training, Client Services
Education
University of San Diego
American Specialty Health October 2012 - Present
Allianz Global Investors March 2008 - April 2012
Allianz Global Investors April 2005 - March 2008
Nicholas Applegate Capital Management January 2000 - April 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Prospect Research, Spanish-speaking, Series 7, Client Service, Sales Support, Sales Prospecting, Financial Services, Wellness, Marketing, Sales Operations, Business Development, Management, Project Management, Investments, Training, Client Services
Education
University of San Diego
Jared Palish Jared Palish's Allianz Global Investors Experience November 2012 - Present
Job Internal Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors November 2012 - Present
Oppenheimer & Co. November 2010 - November 2012
Morgan Stanley Smith Barney October 2009 - August 2010
Skills
Investments, Mutual Funds, Financial Services, Retirement, Finance, Risk Management, Strategy, Sales, Insurance, Separately Managed..., Sales Operations, Series 7, Asset Management, Series 63, Fixed Income
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Pascack Hills High School 2001 — 2005
Allianz Global Investors November 2012 - Present
Oppenheimer & Co. November 2010 - November 2012
Morgan Stanley Smith Barney October 2009 - August 2010
Skills
Investments, Mutual Funds, Financial Services, Retirement, Finance, Risk Management, Strategy, Sales, Insurance, Separately Managed..., Sales Operations, Series 7, Asset Management, Series 63, Fixed Income
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Pascack Hills High School 2001 — 2005
Joseph DiPierro Joseph DiPierro's Allianz Global Investors Experience March 2010 - June 2010
Job Senior Software Engineer at Rakuten.com Shopping (formerly Buy.com)
Industry Internet
Experience
Buy.com April 2012 - Present
iHerb September 2011 - April 2012
Experian June 2010 - August 2011
Allianz Global Investors March 2010 - June 2010
RealAge, Inc. August 2007 - June 2009
Epic Cycle Interactive, Inc. February 2006 - July 2007
Logical Web Solutions March 2003 - November 2005
Intelligent Controls, Inc. May 1996 - March 2003
Skills
Agile Methodologies, C#, ASP.NET, JavaScript, Microsoft SQL Server, CSS, .NET, XML, SQL, Software Development
Education
University of California, San Diego 2008 — 2009
VB.NET Certification, Microsoft ASP.NET
University of Southern Maine 1993 — 2000
BS in Computer Science, Software Development
University of Southern Maine 1983 — 1990
BS in Industrial Technology, Manufacturing
Buy.com April 2012 - Present
iHerb September 2011 - April 2012
Experian June 2010 - August 2011
Allianz Global Investors March 2010 - June 2010
RealAge, Inc. August 2007 - June 2009
Epic Cycle Interactive, Inc. February 2006 - July 2007
Logical Web Solutions March 2003 - November 2005
Intelligent Controls, Inc. May 1996 - March 2003
Skills
Agile Methodologies, C#, ASP.NET, JavaScript, Microsoft SQL Server, CSS, .NET, XML, SQL, Software Development
Education
University of California, San Diego 2008 — 2009
VB.NET Certification, Microsoft ASP.NET
University of Southern Maine 1993 — 2000
BS in Computer Science, Software Development
University of Southern Maine 1983 — 1990
BS in Industrial Technology, Manufacturing
Steven Cassens Steven Cassens's Allianz Global Investors Experience January 2007 - February 2011
Job Internal Wholesaler at Alpine Funds
Industry Investment Management
Experience
Alpine Funds September 2014 - Present
Nomura Asset Management November 2011 - October 2013
PIMCO September 2010 - November 2011
Allianz Global Investors January 2007 - February 2011
Skills
Mutual Funds, Separately Managed..., Investment Management, Investments, Asset Allocation, Investment Strategies, Series 63, Hedge Funds, Securities, Portfolio Management
Education
University of Delaware
Alpine Funds September 2014 - Present
Nomura Asset Management November 2011 - October 2013
PIMCO September 2010 - November 2011
Allianz Global Investors January 2007 - February 2011
Skills
Mutual Funds, Separately Managed..., Investment Management, Investments, Asset Allocation, Investment Strategies, Series 63, Hedge Funds, Securities, Portfolio Management
Education
University of Delaware
Satya Kumar Satya Kumar's Allianz Global Investors Experience July 2015 - Present
Job Allianz Global Investors Head of Solutions U.S.
Industry Investment Management
Experience
Allianz Global Investors July 2015 - Present
Aon Hewitt September 2010 - June 2015
Ennis Knupp & Associates January 2010 - August 2010
Ennis Knupp & Associates January 2006 - December 2009
Ennis Knupp & Associates September 2004 - December 2005
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Alternative Investments, Asset Allocation, Investment Management, Investment Strategies, Institutional..., Investment Advisory, Mutual Funds, Asset Management, Investments, Pension Funds, Portfolio Management, Private Equity
Education
CFA Institute 2003 — 2006
CFA- Chartered Financial Analyst
Illinois Institute of Technology 2000 — 2002
MS, Finance
The Institute of Chartered Accountants of India 1996 — 2000
ACA - Associate Member of the Institute of Chartered Accountants of India, Accounting and Finance
University of Madras 1995 — 1998
Bachelor of Commerce (B.Com.)
Allianz Global Investors July 2015 - Present
Aon Hewitt September 2010 - June 2015
Ennis Knupp & Associates January 2010 - August 2010
Ennis Knupp & Associates January 2006 - December 2009
Ennis Knupp & Associates September 2004 - December 2005
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Alternative Investments, Asset Allocation, Investment Management, Investment Strategies, Institutional..., Investment Advisory, Mutual Funds, Asset Management, Investments, Pension Funds, Portfolio Management, Private Equity
Education
CFA Institute 2003 — 2006
CFA- Chartered Financial Analyst
Illinois Institute of Technology 2000 — 2002
MS, Finance
The Institute of Chartered Accountants of India 1996 — 2000
ACA - Associate Member of the Institute of Chartered Accountants of India, Accounting and Finance
University of Madras 1995 — 1998
Bachelor of Commerce (B.Com.)
Kelly A. Reuba's Allianz Global Investors Experience July 2006 - Present
Job Director, Global Head of Grassroots Research / Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors July 2006 - Present
RCM Capital Management LLC December 1997 - July 2006
Business Committee for the Arts, Inc. July 1995 - December 1996
Business Committee for the Arts, Inc. January 1994 - July 1995
St. Michael Academy September 1992 - June 1993
Skills
Project Management, Market Research, Equity Research, Investments, Equities, Asset Management, Marketing Communications, Writing, Team Management, Coaching & Mentoring, Nonprofits
Education
University of Notre Dame 1988 — 1992
B.A., Philosophy, Gender Studies
Gerard Catholic High School 1984 — 1988
Allianz Global Investors July 2006 - Present
RCM Capital Management LLC December 1997 - July 2006
Business Committee for the Arts, Inc. July 1995 - December 1996
Business Committee for the Arts, Inc. January 1994 - July 1995
St. Michael Academy September 1992 - June 1993
Skills
Project Management, Market Research, Equity Research, Investments, Equities, Asset Management, Marketing Communications, Writing, Team Management, Coaching & Mentoring, Nonprofits
Education
University of Notre Dame 1988 — 1992
B.A., Philosophy, Gender Studies
Gerard Catholic High School 1984 — 1988
Jim Dudnick, CFA Jim Dudnick, CFA's Allianz Global Investors Experience 2014 - Present
Job Portfolio Manager at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors 2014 - Present
Caywood-Scholl Capital Managment April 2005 - February 2014
Merrill Lynch November 2003 - April 2005
Goldman Sachs July 2001 - July 2003
Skills
Asset Management, Fixed Income, Portfolio Management, Investments
Education
University of Michigan 1997 — 2001
BBA, Finance
Allianz Global Investors 2014 - Present
Caywood-Scholl Capital Managment April 2005 - February 2014
Merrill Lynch November 2003 - April 2005
Goldman Sachs July 2001 - July 2003
Skills
Asset Management, Fixed Income, Portfolio Management, Investments
Education
University of Michigan 1997 — 2001
BBA, Finance
Drenda Galeotti Drenda Galeotti's Allianz Global Investors Experience January 2007 - June 2008
Job Regional Sales Manager at Carr Workplaces
Industry Real Estate
Experience
Carr Workplaces January 2015 - Present
Susan Gage Caterers February 2012 - December 2014
Panino Sportivo May 2007 - January 2011
Allianz Global Investors January 2007 - June 2008
UIC Healthcare Beyond Borders June 2003 - March 2007
Calypso St. Barth February 2001 - May 2003
Other experience January 1990 - January 2000
Skills
Project Management, Organizational..., Change Management, Event Planning, Sales, Catering, Event Management, Marketing Strategy, Public Relations, Writing, Customer Relations, Real Estate, Microsoft Office, Microsoft Excel, Photoshop, Social Media, Social Media Marketing, Entertainment, Acting, Television, Public Speaking, Fashion, Sponsorship, Trend Forecasting, Leadership, Management, Marketing, Strategic Planning, Business Development
Education
University of Illinois at Chicago
Bachelor's Degree
Carr Workplaces January 2015 - Present
Susan Gage Caterers February 2012 - December 2014
Panino Sportivo May 2007 - January 2011
Allianz Global Investors January 2007 - June 2008
UIC Healthcare Beyond Borders June 2003 - March 2007
Calypso St. Barth February 2001 - May 2003
Other experience January 1990 - January 2000
Skills
Project Management, Organizational..., Change Management, Event Planning, Sales, Catering, Event Management, Marketing Strategy, Public Relations, Writing, Customer Relations, Real Estate, Microsoft Office, Microsoft Excel, Photoshop, Social Media, Social Media Marketing, Entertainment, Acting, Television, Public Speaking, Fashion, Sponsorship, Trend Forecasting, Leadership, Management, Marketing, Strategic Planning, Business Development
Education
University of Illinois at Chicago
Bachelor's Degree
Carolyn Teevan's Allianz Global Investors Experience September 2007 - Present
Job Vice President HRIS Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors September 2007 - Present
Education
University of Phoenix 2002 — 2007
BS, Business Management
Allianz Global Investors September 2007 - Present
Education
University of Phoenix 2002 — 2007
BS, Business Management
Mathew Sosna's Allianz Global Investors Experience July 2008 - April 2010
Job Product Specialist at BMW of North America, LLC
Industry Automotive
Experience
BMW of North America, LLC February 2015 - Present
BMW of North America, LLC July 2012 - February 2015
BMW Financial Services April 2010 - July 2012
Allianz Global Investors July 2008 - April 2010
Van Wagner Sports and Entertainment June 2007 - July 2008
Telesage, Inc. November 2006 - May 2007
Skills
Product Management, Product Marketing, Marketing Strategy, Preparing Business Cases, Marketing, Risk Management, Risk Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2007
BS, Business Administration
BMW of North America, LLC February 2015 - Present
BMW of North America, LLC July 2012 - February 2015
BMW Financial Services April 2010 - July 2012
Allianz Global Investors July 2008 - April 2010
Van Wagner Sports and Entertainment June 2007 - July 2008
Telesage, Inc. November 2006 - May 2007
Skills
Product Management, Product Marketing, Marketing Strategy, Preparing Business Cases, Marketing, Risk Management, Risk Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2007
BS, Business Administration
Kari Furry's Allianz Global Investors Experience May 2005 - May 2008
Job Senior Vice President, Finance at Allianz Asset Management
Industry Financial Services
Experience
Allianz Asset Management May 2008 - Present
Allianz Global Investors May 2005 - May 2008
Allianz Global Investors October 1998 - May 2005
Allergan July 1994 - October 1998
KPMG Peat Marwick October 1991 - June 1994
Education
University of California, Riverside 1987 — 1991
BS, Business Administration
Allianz Asset Management May 2008 - Present
Allianz Global Investors May 2005 - May 2008
Allianz Global Investors October 1998 - May 2005
Allergan July 1994 - October 1998
KPMG Peat Marwick October 1991 - June 1994
Education
University of California, Riverside 1987 — 1991
BS, Business Administration
Ann McAdams's Allianz Global Investors Experience July 2001 - 2011
Job VICE PRESIDENT at PIMCO
Industry Investment Management
Experience
PIMCO 2011 - Present
Allianz Global Investors July 2001 - 2011
Dreyfus Corporation July 1999 - July 2001
Education
University of North Carolina at Chapel Hill 1984 — 1988
Ravenscroft 1982 — 1984
FRESHMAN AND SOPHOMORE HIGH SCHOOL
St. Mary's High School 1982 — 1984
JUNIOR AND SENIOR YEAR OF HIGH SCHOOL
PIMCO 2011 - Present
Allianz Global Investors July 2001 - 2011
Dreyfus Corporation July 1999 - July 2001
Education
University of North Carolina at Chapel Hill 1984 — 1988
Ravenscroft 1982 — 1984
FRESHMAN AND SOPHOMORE HIGH SCHOOL
St. Mary's High School 1982 — 1984
JUNIOR AND SENIOR YEAR OF HIGH SCHOOL
Krysta Hill's Allianz Global Investors Experience September 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Allianz Global Investors September 2011 - Present
Allianz Global Investors Capital April 2008 - August 2011
Lehman Brothers January 2007 - March 2008
Sard Verbinnen & Co September 2005 - January 2007
Skills
Asset Management, Marketing, Series 7, Marketing Strategy, Mutual Funds, Alternative Investments, Marketing Communications, Equities, Financial Services, Hedge Funds, Fixed Income
Education
University of Pennsylvania 2001 — 2005
Bachelor of Arts, Communications
Allianz Global Investors September 2011 - Present
Allianz Global Investors Capital April 2008 - August 2011
Lehman Brothers January 2007 - March 2008
Sard Verbinnen & Co September 2005 - January 2007
Skills
Asset Management, Marketing, Series 7, Marketing Strategy, Mutual Funds, Alternative Investments, Marketing Communications, Equities, Financial Services, Hedge Funds, Fixed Income
Education
University of Pennsylvania 2001 — 2005
Bachelor of Arts, Communications
Frank Riccio, CFA's Allianz Global Investors Experience August 2000 - January 2011
Job Vice President at PIMCO
Industry Financial Services
Experience
PIMCO January 2011 - Present
Allianz Global Investors August 2000 - January 2011
Skills
Series 63, Separately Managed..., Series 7, Mutual Funds, Equities, ETFs, Asset Allocation, Alternative Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
BS, Business Administration
PIMCO January 2011 - Present
Allianz Global Investors August 2000 - January 2011
Skills
Series 63, Separately Managed..., Series 7, Mutual Funds, Equities, ETFs, Asset Allocation, Alternative Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
BS, Business Administration
Daniel Pena, MBA's Allianz Global Investors Experience February 2002 - October 2008
Job VP, HR Data and Reporting , Allianz Asset Management
Industry Financial Services
Experience
Allianz Asset Management January 2015 - Present
Allianz Asset Management July 2009 - Present
Toyota October 2008 - July 2009
Allianz Global Investors February 2002 - October 2008
St. John Knits 1998 - 2001
The Walt Disney Company 1995 - 1998
Disneyland 1995 - 1998
Skills
Operational Excellence..., PeopleSoft, Process Improvement, Change Management, Human Resources, Business Process..., Customer Service, CRM, Deferred Compensation, Data Analysis, Employee Engagement, HRIS, Internal Audit, Internal Controls, Leadership, Management, Onboarding, Operational Excellence, Organizational..., Payroll, Performance Management, Recruiting, Risk Management, SAP, Sarbanes-Oxley Act, Six Sigma, Strategy, Teamwork, Time Management, Training, Visio
Education
University of Phoenix 2007 — 2009
MBA, Human Resources
University of Phoenix 2004 — 2006
BM, Business Management
Allianz Asset Management January 2015 - Present
Allianz Asset Management July 2009 - Present
Toyota October 2008 - July 2009
Allianz Global Investors February 2002 - October 2008
St. John Knits 1998 - 2001
The Walt Disney Company 1995 - 1998
Disneyland 1995 - 1998
Skills
Operational Excellence..., PeopleSoft, Process Improvement, Change Management, Human Resources, Business Process..., Customer Service, CRM, Deferred Compensation, Data Analysis, Employee Engagement, HRIS, Internal Audit, Internal Controls, Leadership, Management, Onboarding, Operational Excellence, Organizational..., Payroll, Performance Management, Recruiting, Risk Management, SAP, Sarbanes-Oxley Act, Six Sigma, Strategy, Teamwork, Time Management, Training, Visio
Education
University of Phoenix 2007 — 2009
MBA, Human Resources
University of Phoenix 2004 — 2006
BM, Business Management
Anne Huynh's Allianz Global Investors Experience 2000 - Present
Job Intl Equity Trader at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors 2000 - Present
Skills
Bloomberg, Equity Trading
Education
University of California, San Diego
Allianz Global Investors 2000 - Present
Skills
Bloomberg, Equity Trading
Education
University of California, San Diego
Michael Mathay, CFA's Allianz Global Investors Experience 2001 - 2010
Job Senior Analyst industrials, aerodefense and transports
Industry Investment Management
Experience
Lord Abbett 2010 - 2013
Allianz Global Investors 2001 - 2010
Marakon Associates 1999 - 2001
Marakon Associates 1997 - 1998
Marakon Associates 1990 - 1996
Skills
Equity Research, Equities, Financial Analysis, Management Consulting, Industry Analysis, Investment Management, Valuation, Financial Modeling, Competitive Analysis, Asset Management, Investments, Portfolio Management, Strategy
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BS Economics
The Webb School 1980 — 1986
Lord Abbett 2010 - 2013
Allianz Global Investors 2001 - 2010
Marakon Associates 1999 - 2001
Marakon Associates 1997 - 1998
Marakon Associates 1990 - 1996
Skills
Equity Research, Equities, Financial Analysis, Management Consulting, Industry Analysis, Investment Management, Valuation, Financial Modeling, Competitive Analysis, Asset Management, Investments, Portfolio Management, Strategy
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BS Economics
The Webb School 1980 — 1986
Trey Olcott's Allianz Global Investors Experience June 2008 - August 2008
Job BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2015 - Present
PIMCO February 2011 - March 2015
Legg Mason July 2010 - February 2011
Allianz Global Investors June 2008 - August 2008
Education
University of South Carolina - The Moore School of Business 2005 — 2009
BS, Finance
University of South Carolina-Columbia 2005 — 2009
BA, Finance
BNY Mellon March 2015 - Present
PIMCO February 2011 - March 2015
Legg Mason July 2010 - February 2011
Allianz Global Investors June 2008 - August 2008
Education
University of South Carolina - The Moore School of Business 2005 — 2009
BS, Finance
University of South Carolina-Columbia 2005 — 2009
BA, Finance
Satya Prasad, CFA's Allianz Global Investors Experience August 2009 - June 2010
Job Vice President at Morgan Stanley Alternative Investment Partners
Industry Financial Services
Experience
Morgan Stanley Alternative Investment Partners July 2010 - Present
Allianz Global Investors August 2009 - June 2010
Sandell Asset Management February 2005 - December 2008
Veritable, LP August 2000 - January 2005
Skills
Hedge Funds, Alternative Investments, Equities, Risk Management, Investment Strategies, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 2000
BBA, Finance
Rochester Adams High School
Morgan Stanley Alternative Investment Partners July 2010 - Present
Allianz Global Investors August 2009 - June 2010
Sandell Asset Management February 2005 - December 2008
Veritable, LP August 2000 - January 2005
Skills
Hedge Funds, Alternative Investments, Equities, Risk Management, Investment Strategies, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 2000
BBA, Finance
Rochester Adams High School
Michael Barraclough's Allianz Global Investors Experience 1993 - 2005
Job Senior Consultant
Industry Financial Services
Experience
Toyota 2013 - Present
Nuveen Investments 2007 - 2012
Nuveen Investments 2006 - 2007
Claw, Inc. 2005 - 2007
Allianz Global Investors 1993 - 2005
Skills
Equities, Portfolio Management, Investments, Risk Management, Asset Managment, Securities, Hedge Funds, Derivatives, Financial Services, Trading, Series 7, Investment Management, Bloomberg, Asset Management, Mutual Funds, Requirements Gathering, Alternative Investments, Bonds, Back Office, Options, Portfolio Optimization, Security APL, Change Management, Wealth Management, Investment Strategies, Financial Modeling, Asset Allocation, Financial Analysis, Valuation, Equity Research, Business Analysis, BRD, Trading Systems, Separately Managed..., Charles River IMS, Project Management, Testing, Employee Training, SAS70, ETL, Agile Methodologies, ETFs, SimCorp Dimension, Data Format Setup, Data Interfaces, Factset, Checkfree APL, Workflow, Agile Methodolgy, Fixed Income
Education
UCSD
Bachelor of Arts (BA), Political Science and Government, Provost's Honors List
Toyota 2013 - Present
Nuveen Investments 2007 - 2012
Nuveen Investments 2006 - 2007
Claw, Inc. 2005 - 2007
Allianz Global Investors 1993 - 2005
Skills
Equities, Portfolio Management, Investments, Risk Management, Asset Managment, Securities, Hedge Funds, Derivatives, Financial Services, Trading, Series 7, Investment Management, Bloomberg, Asset Management, Mutual Funds, Requirements Gathering, Alternative Investments, Bonds, Back Office, Options, Portfolio Optimization, Security APL, Change Management, Wealth Management, Investment Strategies, Financial Modeling, Asset Allocation, Financial Analysis, Valuation, Equity Research, Business Analysis, BRD, Trading Systems, Separately Managed..., Charles River IMS, Project Management, Testing, Employee Training, SAS70, ETL, Agile Methodologies, ETFs, SimCorp Dimension, Data Format Setup, Data Interfaces, Factset, Checkfree APL, Workflow, Agile Methodolgy, Fixed Income
Education
UCSD
Bachelor of Arts (BA), Political Science and Government, Provost's Honors List
Bill Flick, CIMA's Allianz Global Investors Experience December 2014 - Present
Job Vice President, External Investment Consultant at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors December 2014 - Present
Pioneer Investments March 2012 - December 2014
Columbia Management May 2006 - March 2012
Wachovia Securities, LLC January 2003 - May 2006
Education
University of South Carolina - Darla Moore School of Business 1998 — 2002
BA, Finance
Allianz Global Investors December 2014 - Present
Pioneer Investments March 2012 - December 2014
Columbia Management May 2006 - March 2012
Wachovia Securities, LLC January 2003 - May 2006
Education
University of South Carolina - Darla Moore School of Business 1998 — 2002
BA, Finance
Peter Talbert's Allianz Global Investors Experience 2000 - Present
Job Senior Sales Associate at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors 2000 - Present
President 2011 - 2012
Education
University of San Diego
Bachelor of Business Administration (B.B.A.)
Allianz Global Investors 2000 - Present
President 2011 - 2012
Education
University of San Diego
Bachelor of Business Administration (B.B.A.)
M. Joyce Rousseau's Allianz Global Investors Experience April 2008 - April 2010
Job Accounting Manager at Activate Drinks
Industry Wholesale
Experience
Activate Drinks 2011 - Present
Olive Crest August 2010 - July 2011
Allianz Global Investors April 2008 - April 2010
QSC Audio Products Inc 2005 - 2008
Education
University of Houston, C.T. Bauer College of Business
BBA
Activate Drinks 2011 - Present
Olive Crest August 2010 - July 2011
Allianz Global Investors April 2008 - April 2010
QSC Audio Products Inc 2005 - 2008
Education
University of Houston, C.T. Bauer College of Business
BBA
Jeffrey Weaver's Allianz Global Investors Experience July 2012 - Present
Job Vice President, Retirement Consultant at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors July 2012 - Present
UNIFI Companies September 2007 - July 2012
The Newport Group September 2006 - September 2007
Ceridian Retirement Plan Services September 2002 - September 2006
Morgan Stanley December 2000 - August 2002
Education
University of South Florida 1996 — 2000
Bachelor of Science (BS), Marketing
Allianz Global Investors July 2012 - Present
UNIFI Companies September 2007 - July 2012
The Newport Group September 2006 - September 2007
Ceridian Retirement Plan Services September 2002 - September 2006
Morgan Stanley December 2000 - August 2002
Education
University of South Florida 1996 — 2000
Bachelor of Science (BS), Marketing
Ralph Peluso's Allianz Global Investors Experience January 2006 - September 2010
Job Senior Vice President, DCIO at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management June 2011 - Present
Allianz Global Investors January 2006 - September 2010
Citigroup Asset Management August 2003 - December 2005
Matrix Settlement & Clearance Services April 2002 - August 2003
GoldK August 2001 - April 2002
PIMCO Advisors Distribution Company August 1991 - August 2001
Skills
Series 7, Series 66, Series 24, Wealth Management, New Business Development, Mutual Funds, Investments, Asset Management, Selling, Retirement, Asset Allocation, Sales, Uniform Combined State..., 401k, Financial Services, Series 63, Separately Managed..., Strategic Planning, Defined Contribution, Alternative Investments, Retirement Planning
Education
Rye Neck High School 1982 — 1986
The University of Connecticut
BS, Business
Lazard Asset Management June 2011 - Present
Allianz Global Investors January 2006 - September 2010
Citigroup Asset Management August 2003 - December 2005
Matrix Settlement & Clearance Services April 2002 - August 2003
GoldK August 2001 - April 2002
PIMCO Advisors Distribution Company August 1991 - August 2001
Skills
Series 7, Series 66, Series 24, Wealth Management, New Business Development, Mutual Funds, Investments, Asset Management, Selling, Retirement, Asset Allocation, Sales, Uniform Combined State..., 401k, Financial Services, Series 63, Separately Managed..., Strategic Planning, Defined Contribution, Alternative Investments, Retirement Planning
Education
Rye Neck High School 1982 — 1986
The University of Connecticut
BS, Business
Michael Tomlin's Allianz Global Investors Experience January 2008 - March 2009
Job Regional Sales Consultant
Industry Financial Services
Experience
Prudential Financial September 2010 - Present
JPMorgan Chase October 2009 - September 2010
Allianz Global Investors January 2008 - March 2009
Allianz Global Investors February 2001 - December 2007
Skills
Series 7, Mutual Funds, Insurance, Retirement Planning, Fixed Annuities, Series 6, Financial Services, Sales, Retirement, Customer Service, Investments, Relationship Management, Account Management, Series 63
Education
The University of Connecticut 1997 — 2000
Bachelor of Arts (B.A.), Communication, General
Prudential Financial September 2010 - Present
JPMorgan Chase October 2009 - September 2010
Allianz Global Investors January 2008 - March 2009
Allianz Global Investors February 2001 - December 2007
Skills
Series 7, Mutual Funds, Insurance, Retirement Planning, Fixed Annuities, Series 6, Financial Services, Sales, Retirement, Customer Service, Investments, Relationship Management, Account Management, Series 63
Education
The University of Connecticut 1997 — 2000
Bachelor of Arts (B.A.), Communication, General
Jordan Ceresa's Allianz Global Investors Experience June 2013 - Present
Job Assistant VP, SubAdvisory Services at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors June 2013 - Present
Allianz Global Investors 2007 - May 2013
Skills
Series 7, Mutual Funds, Separately Managed..., ETFs, Equities, Fixed Income, Series 63, Asset Allocation, Alternative Investments, Series 65, Asset Management, Hedge Funds, Uniform Combined State..., Investment Strategies, Bloomberg, Wealth Management, Investments
Education
University of Pennsylvania
Bachelor of Arts (B.A.)
Allianz Global Investors June 2013 - Present
Allianz Global Investors 2007 - May 2013
Skills
Series 7, Mutual Funds, Separately Managed..., ETFs, Equities, Fixed Income, Series 63, Asset Allocation, Alternative Investments, Series 65, Asset Management, Hedge Funds, Uniform Combined State..., Investment Strategies, Bloomberg, Wealth Management, Investments
Education
University of Pennsylvania
Bachelor of Arts (B.A.)
Evangeline DeGuzman's Allianz Global Investors Experience January 2013 - Present
Job Senior Software Engineer at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors January 2013 - Present
Skills
Equities, Equity Research, Fixed Income, Bloomberg, SQL, C#, ASP.NET, Visual Basic, SharePoint Designer, Microsoft Reporting..., Crystal Reports, Database Design, ClearCase, Equity Trading, Electronic Trading, Project Management, Perl, Business Analysis, Agile Methodologies, Asset Management
Education
University of California, San Diego
Allianz Global Investors January 2013 - Present
Skills
Equities, Equity Research, Fixed Income, Bloomberg, SQL, C#, ASP.NET, Visual Basic, SharePoint Designer, Microsoft Reporting..., Crystal Reports, Database Design, ClearCase, Equity Trading, Electronic Trading, Project Management, Perl, Business Analysis, Agile Methodologies, Asset Management
Education
University of California, San Diego
Laurel Warren's Allianz Global Investors Experience August 2011 - Present
Job Senior Financial Analyst at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors August 2011 - Present
Education
University of Phoenix
Bachelor’s Degree, Business/Finance, A
Allianz Global Investors August 2011 - Present
Education
University of Phoenix
Bachelor’s Degree, Business/Finance, A
Chris Malikian's Allianz Global Investors Experience January 2009 - Present
Job Software Engineer at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors January 2009 - Present
Nicholas Applegate January 1997 - December 2008
Brandes Investment Partners February 2006 - June 2006
All Kids Count April 2001 - August 2001
Broadband April 2001 - August 2001
Del Mar Thoroughbred Club March 2001 - August 2001
Pulse Electronics Corporation August 1999 - April 2001
LPL Financial November 2000 - January 2001
UC San Diego August 2000 - November 2000
Level Red April 2000 - July 2000
Skills
Sybase, Microsoft SQL Server, SQL, Perl, .NET, C#, ETL, Java, Oracle, Web Services, XML, Unix, Windows, VBA, HTML, JavaScript, ColdFusion, VBScript, SWIFT messaging, Data Warehousing, DTS, PACER, Cognos, Business Objects, Microsoft Office, Latent Zero, Bloomberg, XSP, Exceed, Fixed Income, Trading Systems, Unix Shell Scripting, Visual Basic, Analysis, SDLC
Education
University of North Carolina at Wilmington 1990 — 1995
Bachelor's degree, Economics and Computer Science, A
Allianz Global Investors January 2009 - Present
Nicholas Applegate January 1997 - December 2008
Brandes Investment Partners February 2006 - June 2006
All Kids Count April 2001 - August 2001
Broadband April 2001 - August 2001
Del Mar Thoroughbred Club March 2001 - August 2001
Pulse Electronics Corporation August 1999 - April 2001
LPL Financial November 2000 - January 2001
UC San Diego August 2000 - November 2000
Level Red April 2000 - July 2000
Skills
Sybase, Microsoft SQL Server, SQL, Perl, .NET, C#, ETL, Java, Oracle, Web Services, XML, Unix, Windows, VBA, HTML, JavaScript, ColdFusion, VBScript, SWIFT messaging, Data Warehousing, DTS, PACER, Cognos, Business Objects, Microsoft Office, Latent Zero, Bloomberg, XSP, Exceed, Fixed Income, Trading Systems, Unix Shell Scripting, Visual Basic, Analysis, SDLC
Education
University of North Carolina at Wilmington 1990 — 1995
Bachelor's degree, Economics and Computer Science, A
felicia engel's Allianz Global Investors Experience August 2008 - Present
Job Client Associate at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors August 2008 - Present
Neuberger Berman February 2003 - July 2008
Robertson Stephens February 1999 - August 2002
ING/Furman Selz 1997 - 1999
Education
University of Maryland College Park
Bachelor's degree, Political Science and Government
Allianz Global Investors August 2008 - Present
Neuberger Berman February 2003 - July 2008
Robertson Stephens February 1999 - August 2002
ING/Furman Selz 1997 - 1999
Education
University of Maryland College Park
Bachelor's degree, Political Science and Government
Deborah Brennan's Allianz Global Investors Experience October 1995 - Present
Job Vice President, Compliance Manager at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors October 1995 - Present
Advest, Inc. January 1977 - July 1994
Skills
Securities, Series 7, FINRA, Series 24, Mutual Funds, Asset Management, Due Diligence, Anti Money Laundering, Regulatory Filings, Compliance Management
Education
University of Connecticut
Allianz Global Investors October 1995 - Present
Advest, Inc. January 1977 - July 1994
Skills
Securities, Series 7, FINRA, Series 24, Mutual Funds, Asset Management, Due Diligence, Anti Money Laundering, Regulatory Filings, Compliance Management
Education
University of Connecticut
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.