AXA Rosenberg
Industry: Company
DescriptionHeadquarters: Orinda, CA Founded: 1985 Parent organization: AXA Rosenberg Group LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportAXA Rosenberg Investment ManagementWebsiteDirections Saved (0) Saved Save Investment service in Orinda, California Address: 4 Orinda Way # E, Orinda, CA 94563 Hours: Closed ⋅ Opens 7:30AM Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)7:30AM–4:30PMHours might differTuesday7:30AM–4:30PMWednesday7:30AM–4:30PMThursday7:30AM–4:30PMFriday7:30AM–4:30PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (925) 254-6464Place name: Website: : : : : : Category: : Website: http://www.axa-rosenberg.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of AXA Rosenberg Investment Management Posting publicly on the Web Write a review Reviews Be the first to review
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AXA Rosenberg Employees
AXA Investment Managers April 2013 - Present
AXA Rosenberg August 2008 - April 2013
American Century Investments March 2003 - 2008
Citigroup Asset Management, New York 1996 - 2002
Citibank Global Asset Management, London May 1993 - September 1996
Wilshire Associates 1988 - 1991
Education
Rotterdam School of Management, Erasmus University 1991 — 1993
MBA, Emphasis in Finance
TATA Center for Technology and Design (MIT) August 2014 - Present
NSF International September 2013 - August 2014
Atmospheric Chemistry & Technology Laboratory January 2012 - August 2014
American Institute of Chemical Engineers - Washington University Chapter August 2011 - May 2013
IdaTech May 2012 - August 2012
Hendrix College August 2010 - January 2011
AXA Rosenberg May 2007 - August 2007
Skills
Python, Flask, Linux, MySQL, Redis, Matlab, Data Analysis, Labview, C, Java, Physics, Data Mining, Aspen Plus, Biofuels, Pyrolysis, Technical Writing, Chemical Engineering, Perl, C++, Databases, Experimentation, Design of Experiments, JavaScript, GC-MS, SQL, Atmospheric Chemistry, Computational Chemistry, Computational Modeling, Product Development, Automation, Arduino, Raspberry Pi
Education
Massachusetts Institute of Technology 2014 — 2019
Doctor of Philosophy (PhD), Atmospheric Physics and Chemistry
Washington University in St. Louis 2011 — 2013
B.S., Chemical Engineering
Hendrix College 2006 — 2011
B.A., Chemical Physics
Napa High School
Napa High School
Symphony Asset Management October 2010 - Present
Northwestern University September 2013 - August 2015
AXA Rosenberg June 2008 - October 2010
AXA Rosenberg January 2007 - May 2008
AXA Rosenberg June 2002 - December 2006
AXA Rosenberg March 2000 - May 2002
Mizuho International October 1997 - March 2000
Education
Northwestern University
MS, Information Systems
University of Durham
MBA, Business Administration
King's College London
BA, War Studies
AXA Rosenberg 2011 - Present
Skills
Talent Management, Performance Management, Human Resources, HRIS, Onboarding, Deferred Compensation, Workforce Planning, Employee Relations, HR Consulting, Personnel Management, Strategic HR, Employee Benefits, Recruiting
Education
University of Phoenix 2004 — 2006
MBA
University of Phoenix 1998 — 2001
BS, Business Management
BlackRock August 2010 - Present
AXA Rosenberg June 2009 - August 2010
Education
University of California, Berkeley 2005 — 2009
Bachelor of Arts (B.A.)
LinkedIn March 2013 - Present
LinkedIn October 2011 - Present
Axa Rosenberg April 2001 - September 2011
Capgemini July 1997 - March 2001
Eiffel Software July 1996 - June 1997
Skills
Eiffel, Python, Java, Object Oriented Design, Framework Design, Software Design, Multithreading, Red Hat Linux, MySQL, SQLite, Objective-C, Xcode, iPhone, Perl, Win32 API, GDI+, Microsoft SQL Server, Mason, Mod_perl, CGI, Compiler Development, Compilers, Programming, Algorithms, Architecture, Software Engineering, Databases, Solaris, Architectures, C, Operating Systems, Distributed Systems
Education
ENSEEIHT - Ecole Nationale Supérieure d'Electrotechnique, d'Electronique, d'Informatique, d'Hydraulique et des Télécommunications 1994 — 1997
MS
Lycee Chaptal, Paris 1992 — 1994
Lycee Jacques Feyder 1989 — 1992
High school diploma
Ameriprise Financial Services, Inc. June 2014 - Present
Amerprise Financial December 2011 - June 2014
AXA Rosenberg May 1999 - February 2011
DPIC 1997 - 1999
Sony Electronic Publishing Company 1993 - 1995
Skills
Calendaring, Attention To Detail, Status Reporting, Able To Multi-task, Organizational..., Financial Reporting, Software Training, Technical Writing, Training & Development, Project Management, Employee Training, Management, Hands-on Training, Asset Management, Research, Software Documentation, CRM, Training, Marketing, Analysis, Customer Service, Budgets
Education
California Polytechnic State University-San Luis Obispo 1983 — 1989
BS, Science; Single Subject Teachers Credential in Physical Science
ZRC Wealth Management, LLC July 2014 - Present
Cancer Support Community San Francisco Bay Area February 2011 - Present
Financial Planning Association of the East Bay December 2010 - Present
Chairs 4 Charity January 2009 - Present
Just Plans January 2010 - May 2015
Elevation Wealth Management November 2011 - March 2015
Charles Schwab February 2004 - January 2010
AXA Rosenberg October 1999 - January 2004
Neuberger Berman May 1997 - January 1999
Franklin Templeton Investments July 1995 - April 1997
Skills
Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Investments, Retirement, Investment Advisory, Personal Finance, Investment Policy, Due Diligence, Investment Strategies, Portfolio Management, Asset Management, Financial Planning, Retirement Income...
Education
UC Berkeley Extension 2002 — 2004
Certificate, Personal Financial Planning
University of California, Santa Barbara 1991 — 1995
BA, Business Economics, Concentration in Accounting
Campolindo High School 1987 — 1991
Diploma
Highland's Parent
APS Technology January 2013 - Present
APS Technology April 2011 - December 2012
Newfield Wireless 2010 - 2011
San Francisco City Attorney's Office 2009 - 2009
San Francisco Superior Court 2008 - 2008
AXA Rosenberg 2008 - 2008
California Court of Appeals, 6th District 2007 - 2007
Skills
Legal Writing, Legal Research, Project Management
Education
University of California, Hastings College of the Law 2006 — 2009
JD
University of California, Berkeley 2002 — 2006
BA, Political Science, Ethnic Studies
Ashfield Capital Partners, LLC August 2015 - Present
Ashfield Capital Partners, LLC March 2014 - August 2015
Ashfield Capital Partners, LLC February 2013 - March 2014
Ashfield Capital Partners, LLC March 2012 - February 2013
Ashfield Capital Partners, LLC September 2010 - March 2012
AXA Rosenberg March 2010 - September 2010
AXA Rosenberg Investment Management August 2006 - March 2010
RCM Capital Management LLC December 2003 - July 2006
Education
St. Mary's College of California 2009 — 2010
M.S., Financial Analysis and Investment Management
Arizona State University, W. P. Carey School of Business 1999 — 2003
B.S., Marketing
China Investment Corporation January 2011 - Present
AXA Rosenberg May 2010 - December 2010
AXA Rosenberg January 2006 - May 2010
AXA Rosenberg July 2000 - December 2005
Education
The University of Chicago Booth School of Business 1995 — 2000
Ph.D., Financial Econometrics
The Ohio State University 1992 — 1995
M.S., Statistics
Tsinghua University 1987 — 1992
B.E. and B.S., Management Information System and Applied Mathematics
High School Attached to Northeast Normal University (东北师大附中) 1979 — 1986
Diploma
Bloomberg LP September 2014 - Present
Morgan Stanley July 2012 - July 2014
RBC Capital Markets March 2010 - June 2012
AXA Rosenberg November 2006 - March 2010
TGND February 2006 - October 2006
Nevik Networks/Phonetics December 2002 - January 2006
McNamara & Company Consulting March 1998 - December 2002
Twin Capital Management May 1995 - March 1998
Skills
KDB+, C++
Education
University of California, Berkeley 1993 — 1995
MS, Computer Science
Carnegie Mellon University 1989 — 1993
BS, Electrical & Computer Engineering
Windsor Week 2010 2010 — 2010
mysafetyprogram.com March 2004 - Present
Eiffel Software November 2010 - September 2013
AXA Rosenberg August 2007 - July 2008
Brenton Safety 2002 - 2004
Fresher Information Corp December 2001 - February 2002
Bureau Veritas 2000 - 2002
NASA Ames Research Center 1999 - 2000
State Compensation Insurance Fund 1990 - 1999
Lockheed Martin 1989 - 1990
Engineering-Science 1987 - 1989
Skills
Industrial Hygiene, Occupational Safety, OSHA Compliance, Domain Modeling, Software Architecture, Requirements Analysis, Interaction Design, Eiffel, Java, JavaScript, HTML, CSS, Scrum, Occupational Health, Environmental Awareness, Databases, Ergonomics, E-commerce, Architecture, OSHA, Architectures, EHS, Risk Assessment
Education
UCLA School of Public Health 1988 — 1990
Master of Public Health (M.P.H.), Industrial Hygiene
University of California, Los Angeles 1982 — 1985
Bachelor of Science (B.S.), Earth and Space Sciences
Washington Center in Pasadena 1976 — 1979
Constellation May 2015 - Present
KKR March 2014 - February 2015
AXA Rosenberg October 2013 - January 2014
Qualcomm June 2010 - September 2010
Skills
Machine Learning, Signal Processing, Matlab, Optimization, Quantitative Finance, Equities, Time Series Analysis, Derivatives, Credit Risk, active portfolio..., Fixed Income, Monte Carlo Simulation, Quantitative Analytics, Portfolio Management, Financial Modeling, Statistics, Bloomberg, Python
Education
University of California, Berkeley 2013 — 2014
Master of Financial Engineering, Financial Engineering, 3.7
University of California, San Diego 2007 — 2012
Doctor of Philosophy (PhD), Electrical and Computer Engineering, 3.85
Sharif University of Technology 2003 — 2007
BS, Electrical Engineering
Systematic Alpha Management 2012 - Present
AXA Rosenberg 2008 - 2011
Morgan Stanley 2006 - 2007
Mercer Investment Consulting 2003 - 2006
Towers Watson 1998 - 2003
Skills
Hedge Funds, Alternative Investments, Equities, Investment Strategies, Asset Managment, Asset Allocation, Portfolio Management, Commodity, Capital Markets, Derivatives, Trading, Investments, Emerging Markets, Global Macro, Asset Management, Institutional..., Fixed Income
Education
London School of Economics and Political Science
Bachelors of Science, Mathematical Statistics and Probability, First Class Honours
AXA Rosenberg 2007 - 2010
AXA Rosenberg 2007 - 2010
Ameriprise Financial 2005 - 2006
Ameriprise Financial 2005 - 2006
Barclays Capital 2002 - 2005
Barclays Capital 2002 - 2005
The Nasdaq Stock Market January 1999 - January 2002
Credit Suisse First January 1986 - January 1998
Credit Suisse First Boston 1986 - 1998
National Medical Enterprises January 1984 - January 1986
Education
Harvard Business School 1976 — 1978
MBA
Harvard Graduate School of Business Administration
Masters, Business Administration
University of Iowa - Iowa
S, Industrial Engineering
W.E.M. March 2015 - Present
Pacific Coast Title Company September 2013 - 2015
Carrington College California August 2010 - September 2013
AXA Rosenberg October 2007 - February 2010
First American Home Buyers Protection Corporation February 2007 - October 2007
Mercury Companies 2004 - 2006
Alternative Financing Corporation 2003 - 2004
Cirqit.com 2000 - 2001
RR Donnelley 1982 - 2000
Skills
Sales, Management, Consultative Selling..., Forecasting, Budget Process, Manufacturing, Territory Development, Territory..., Value Based Selling, Account Management, New Business Development, Admissions, Sales Operations, Sales Management, Business Strategy, B2B, Customer Service, Selling, Business Development, Start-ups, Team Building, CRM, Investment Properties
Education
State University of New York College at Oswego 1977 — 1981
BA
Consolidated Data Services June 2015 - Present
DFW Technology Group January 1995 - Present
TEKsystems December 2014 - March 2015
Consolidated Data Services 2015 - 2015
Consolidated Data Services 2015 - 2015
JanuaryDigital 2012 - 2015
JanuaryDigital 2012 - 2015
JanuaryDigital 2012 - 2015
Aternity June 2010 - July 2014
AXA Rosenberg July 2007 - May 2010
Skills
Security, Architecture, Requirements Analysis, IT Strategy, Technical Writing, IT Enabled Business..., Consulting, Project Management, Disaster Recovery, Integration, Networking, Information Technology, Management, Software Development, Linux, Data Center, Telecommunications, IT Management, Enterprise Software, Cloud Computing, SQL, Unix, Windows, System Administration, Enterprise Architecture, System Architecture, Pre-sales, Operating Systems, Storage, VMware, Strategy, Architectures, Network Security, Virtualization
Education
Harvey Mudd College
B. Sci, Chemistry
University of Oregon
Chemistry; Comp Sci
Grubman Financial January 2010 - July 2011
Northwestern Mutual Financial Network June 2009 - November 2009
ReSource Intermediaries May 2005 - May 2009
AXA Rosenberg October 2002 - April 2005
PricewaterhouseCoopers January 2000 - October 2002
AXA Rosenberg 1999 - 1999
Title Nine July 1994 - July 1996
Education
UC Berkeley 2007 — 2009
Certificate in Personal Financial Planning
Mills College 1992 — 1994
M.A., English
University of California, Berkeley 1985 — 1989
B.A., English
Wells Fargo Bank July 2015 - Present
Process Dynamics 1992 - Present
University of California – Office of the President November 2014 - March 2015
First Republic Bank May 2014 - September 2014
Wells Fargo Bank 2013 - 2013
Wells Fargo Bank 2012 - 2013
Wells Fargo Bank 2010 - 2012
First Republic Bank 2008 - 2009
Washington Mutual Card Services 2008 - 2008
AXA Rosenberg 2007 - 2007
Skills
Project Management, Business Analysis, Program Management, Process Improvement, Requirements Definition, Infrastructure Planning, Application Deployment, Systems Integration, Merger Conversions, Portfolio Reporting, Methodology Compliance, Information Technology, Requirements Analysis, PMO, Integration, Strategy, Business Process...
Education
Stanford University
B.A., Political Science
Bank of the West May 2013 - November 2013
Granite Solutions/Wells Fargo November 2012 - February 2013
Sony Computer Entertainment of America July 2011 - May 2012
AXA Rosenberg September 2008 - February 2010
AXA Rosenberg January 1997 - September 2008
Rosenberg Management January 1995 - January 1997
Rosenberg Asset Management January 1989 - January 1995
Kinetics/Excelan January 1988 - January 1989
Skills
SQL, Python, OLAP, SQL Server, Software Development, Data Analysis, Cloud Computing, Software Engineering, C, C#, TCP/IP, PostgreSQL, Fortran, Eiffel, Open Source Software, Microsoft SQL Server, Full Stack Web..., Unix
Education
University of California, Berkeley 1984 — 1987
BA
Alight September 2015 - Present
Incapture Technologies January 2015 - September 2015
Alpha Omega Financial Systems, Inc. December 2013 - November 2014
Wells Fargo May 2013 - December 2013
AXA Rosenberg May 2006 - May 2013
Barclays Global Investors March 1999 - April 2006
Devonshire Technology November 1996 - March 1999
Barclays Global Investors January 1993 - November 1996
Vestek April 1987 - January 1993
Wilshire Associates 1985 - 1986
Skills
Docker, Git, Freshdesk, Jenkins, Gerrit, DevOps, FIX Post Trade, Fixed Income, Equities, Portfolio Management, Trading, SDLC, Trading Systems, Capital Markets, FX Options, Equity Trading, Software Development, Quality Assurance, Hedge Funds, Back Office, Equity Derivatives, Python, Asset Managment, Financial Services, FX trading, Bloomberg, Securities Lending, Options, Electronic Trading, Asset Management, Middle Office, SQL, Investment Management, Performance Measurement, Business Analysis, Technical Analysis, FX, Currency, APL, FORTRAN, Perforce, FIX, Business Process..., Financial Markets
Education
Pomona College 1980 — 1984
BA
AXA Rosenberg April 2012 - Present
McMorgan & Company LLC July 2010 - March 2012
CJS Consulting May 2009 - July 2010
Charles Schwab July 2000 - February 2009
Bear Stearns July 1999 - July 2000
US Securities and Exchange Commission July 1991 - June 1999
Financial Industry Regulatory Authority October 1986 - June 1991
Skills
Mutual Funds
Education
University of Georgia - Terry College of Business 1982 — 1986
AXA Rosenberg January 2011 - Present
AXA Rosenberg March 2009 - December 2010
AXA Rosenberg July 2004 - March 2009
Accenture August 2000 - May 2004
Cap Gemini Ernst & Young November 1996 - July 2000
Eiffel March 1995 - October 1996
Skills
Software Development, C#, Eiffel, OOP, .NET, Object Oriented Design, Trading Systems, Architecture, Agile Methodologies, C++, Java, Software Design, SQL, Visual Studio, XML, Cloud Computing, Microsoft SQL Server, Databases, LINQ, TeamCity, Git, HTML, MVVM, JSON, Linux, Silverlight, Software Project..., WCF, WPF, JavaScript, NUnit, J2EE Application..., Agile Environment, REST, Web Services, Web Applications, Enterprise Architecture, Distributed Systems, Software Engineering, Programming, Management, Unix, Project Management, Equities, Scrum, Business Analysis
Education
Université Henri Poincaré (Nancy I) 1992 — 1995
Master of Science (MS), Software Engineering / Artificial Intelligence
Lycee Chateaubriand, Rennes, France 1990 — 1991
Mathematiques Superieures et Speciales, Mathematics
Matthews Asia July 2014 - Present
AXA Rosenberg May 2013 - July 2014
National Audubon Society May 2011 - August 2011
Family Online Safety Institute June 2010 - May 2011
UC San Diego 2007 - August 2009
San Diego City Council May 2007 - September 2007
McNerney for Congress June 2006 - September 2006
Skills
Public Policy, Legal Writing, Legal Research, Research, Policy Analysis, Community Outreach
Education
The George Washington University Law School 2009 — 2012
Doctor of Law (JD)
University of California, San Diego 2005 — 2009
Bachelor of Arts (B.A.), Political Science and History
Papyrus-Recycled Greetings May 2015 - Present
Target April 2009 - May 2015
Peek...Aren't You Curious February 2012 - October 2012
Cork Supply USA July 2010 - January 2012
UC Davis January 2009 - March 2009
Helena de Natalio January 2008 - June 2008
AXA Rosenberg February 2006 - September 2007
Skills
Store Management, Performance Management, Merchandising, Team Leadership, Sales, Recruiting, Training, Leadership, Human Resources, Visual Merchandising, Time Management, Account Management, Inventory Management, Interviews, Operations Management
Education
California State University-East Bay 2013 — 2016
Master of Business Administration (MBA), Marketing
University of California, Davis 2007 — 2009
BA, Psychology and a minor in Textiles and Clothing
Diablo Valley College 2004 — 2007
N/A, General Education
University of Southern California 2005 — 2005
N/A, Business
AXIS Teknologies September 2014 - Present
LH Consulting January 2003 - Present
Artech Information Systems April 2011 - April 2014
AXA Rosenberg January 2009 - July 2010
Triquint Semiconductor January 1998 - August 2002
Texas Instruments August 1995 - December 1997
FMC January 1990 - July 1995
Skills
Virtualization, VMware, IT Strategy, TCP/IP, Active Directory, SAN, Project Management, Integration, Disaster Recovery, DNS, Security, Windows Server, Troubleshooting, SQL, Storage, Citrix, Technical Writing, Powershell, Architecture, Cloud Computing, IT Management, Network Security
Education
TechSkills LLC 2015 — 2015
Certificates, VMWARE VCP3, VCP5-DCV, Pass/Fail 300 Scored 420.
MT View Systems 2010 — 2012
Multiple Certifications, MCITP Enterprise Admin, MCSA, MCP, MCTS
The University of Tennessee at Chattanooga
Bachelors, Music
Jacobs Levy Equity Management July 2015 - Present
Ashmore July 2013 - May 2015
Artio Global October 2010 - August 2012
AXA Rosenberg June 2005 - September 2010
MSCI Barra October 2002 - June 2005
Rochdale Investment Management September 2001 - October 2002
Skills
Portfolio Management, Investment Management, Asset Management, Investment Strategies, Equities, Fixed Income, Hedge Funds, Alternative Investments, Series 63, Mutual Funds, Series 7 & 63, Product Management, Asset Allocation, Market Research, Investments, Bloomberg, Securities, Series 7, Derivatives, Capital Markets, Equity Research, Financial Markets, Financial Services, Trading Systems
Education
The University of Chicago
BA, Political Science
University of Iowa
MS, Political Science
Veeva Systems December 2011 - April 2015
AXA Rosenberg November 2007 - December 2011
Entelos 2005 - 2007
Discovery Innovations 2000 - 2005
PeopleSoft October 1993 - October 2000
Bank of America 1987 - 1993
Skills
Product Management, SaaS, Software Development, Cloud Computing, Requirements Analysis, SQL, Project Management, Product Development, Software Project..., Databases, Enterprise Software, Integration, Java, Business Analysis, Agile Methodologies, Management, IT Strategy, Software Engineering, Leadership, Business Intelligence, Agile Project Management, ERP, CRM, SDLC, Cross-functional Team..., Analytics, Business Process, Program Management, Vendor Management, Strategy, Enterprise Architecture, Professional Services, Start-ups
Education
University of California, Berkeley
BA, Mathematics and Philosophy
AXA Rosenberg 2003 - Present
Montgomery Asset Management 1991 - 2001
Education
UC Berkeley 1987 — 1990
Economics
Franklin Templeton Investments 2010 - Present
AXA Rosenberg 2007 - 2010
American Century 2004 - 2007
Barclays Global Investors 1998 - 2004
J.P. Morgan 1995 - 1998
Education
Bowdoin College
BA, Major: Economics. Minor: Computer Science.
Vama Inc October 2014 - Present
AXA Rosenberg May 2004 - January 2013
AXA Rosenberg March 1998 - May 2004
Rosenberg European Management February 1995 - November 1997
Rosenberg Institutional Equity Management (now Axa Rosenberg) June 1992 - February 1995
Rosenberg Institutional Equity Management (now Axa Rosenberg) January 1986 - May 1992
Consilium Associates October 1983 - December 1985
Skills
Equities, Investment Strategies, Asset Managment, Portfolio Optimization, Hedge Funds, Equity Research, Performance Attribution, Investment Management, Asset Management, Risk Management, Portfolio Management, Corporate Finance, Valuation, Investments, Trading Systems, Strategy, Fixed Income, Financial Modeling, Quantitative Analytics, Derivatives, Capital Markets, Financial Markets, Quantitative Finance, Emerging Markets, Equity Trading, Investment Banking, Asset Allocation, ETFs, Equity Valuation, Trading, Bloomberg, Alternative Investments
Education
University of California, Berkeley
Master of Business Administration (MBA), Finance and Investments
Louisiana State University
Masters, Systems (Computer) Science
IIT Madras
Bachelor of Technology (B.Tech.), Civil Engineering
Mark Ferrari Consulting 2008 - Present
Home Value Insurance Company 2011 - 2012
AXA Rosenberg 2007 - 2010
Procinea Management LLC 2005 - 2007
Barclays Global Investors 2003 - 2005
MSCI Barra 1993 - 2002
Bell Laboratories 1991 - 1993
Skills
Quantitative Finance, Equities, Private Equity, Investments, Investment Strategies, Portfolio Optimization, Portfolio Management, Quantitative Analytics, Trading, Data Management, Financial Engineering, Valuation, Statistics, Predictive Modeling, Mutual Funds, Financial Services, Quantitative Investing, Finance, Hedge Funds, Financial Risk
Education
University of California, Berkeley 1985 — 1991
Ph.D., Physics
Yale University 1981 — 1985
B.S., Physics
The Roda Group January 2014 - Present
SPORTZPEAK 2012 - 2013
Mellon Capital Management 2008 - 2012
Bayswater Asset Management LLC 2005 - 2008
Union Bank 2004 - 2005
Self Employed 2002 - 2003
Advent Outsource 2000 - 2002
AXA Rosenberg 1986 - 2000
Skills
Hedge Funds, Mutual Funds, Financial Services, ETFs, Process Improvement, Back Office, Vendor Management, Project Management, Equities, Settlement, Investment Management, Investments, FX Options, Portfolio Management, Trading, Alternative Investments, Due Diligence, Management, Trading Systems, Asset Management, Risk Management
Education
Cal State Hayward 1990 — 1993
MBA, Finance
UC Berkeley 1978 — 1982
BA, Psychology
AXA Rosenberg June 2008 - November 2012
Bregal Investments August 2006 - August 2007
Diamond Hill Capital Management 2005 - 2006
AXA Rosenberg June 2005 - August 2005
Lawrence Livermore National Laboratory 2002 - 2004
Skills
R, Matlab, Java, C#, Linux, Equities, Quantitative Finance, Equity Research, Financial Modeling, Quantitative Analytics, Portfolio Optimization, .NET, Portfolio Management, Valuation, Investments, Finance, Asset Management, Investment Strategies, Data Analysis
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
MS, Finance
The Ohio State University Fisher College of Business 2004 — 2006
MBA, Finance, Investment Management
Brigham Young University 1993 — 2001
BS, Computer Science, Music Minor
Mellon Capital Management July 2011 - Present
Thomson Reuters November 2010 - June 2011
AXA Rosenberg May 2008 - August 2010
Motorola Mobile Devices February 2003 - April 2008
Sun Microsystems, Inc. February 1996 - January 2003
IBM T.J Watson Research Ctr April 1995 - October 1995
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Birla Institute of Technology and Science
B.E, Engineering
Birla Institute of Technology and Science
M.S, Software Systems
University of Louisiana at Lafayette
M.S, computer science
Instinet LLC. July 2011 - Present
AXA Rosenberg July 2006 - July 2011
Forge Property Management 1969 - 2010
Barclays Global Investors 2003 - 2006
eLumen.net 1998 - 2003
Quios Inc. 2000 - 2001
Skills
retardedness, laziness impatience..., idiocy, skepticism, ridiculosity, whimsy, Unix, Web Applications, Trading Systems, Microsoft SQL Server, Sybase, C#, Perl, Python, Agile Methodologies, SQL, Software Development
Education
Cornell University 1992 — 1994
BA, Physics
Humboldt State University 1989 — 1991
Physics
Consultant 2010 - Present
AXA Rosenberg 2005 - 2010
AXA Rosenberg 2007 - 2008
AXA Rosenberg 2001 - 2005
Rosenberg Institutional Equity Management 1994 - 2000
Skills
Business Process..., Investment Management, Personal Financial..., Performance Measurement, Global Investment..., Regulatory Requirements, Investment Operations, Product Management, Product Strategy, Functional Design, Business Analysis, Operations Management, Equities, Investments, Databases, CRM, Cross-functional Team..., Business Process..., Process Improvement, Management, Project Management, Leadership, Requirements Gathering, Analytics, Asset Management
Education
University of California, Berkeley 1999 — 2000
Certificate with Honors
Mount Holyoke College 1982 — 1986
BA
Offices of Communities & Development, State of Massachusetts
Certification
TPT Consulting September 2008 - Present
AXA Rosenberg September 2005 - May 2008
JPMorgan June 2003 - March 2005
Manticore I/E, LLC August 2001 - June 2003
Jupiter Trading September 1999 - August 2001
KG Capital October 1997 - September 1999
PricewaterhouseCoopers November 1996 - October 1997
KPMG Peat Marwick May 1995 - February 1996
Skills
Equities, Equity Trading, Equity Capital Markets, Equity Derivatives, Front Office, Middle Office, Back Office, Operations, Options, Automation, Futures, Managed Futures, Strategy Development, Options Pricing, Options Strategies, Wall Street, Capital Markets, Hedge Funds, Excel, Macro, Trading, FX, FX trading, FX Hedging, Foreign Exchange..., Trading Systems, Electronic Trading, Proprietary Trading, Trade Execution, Trading Strategies, Account Reconciliation, Management Consulting, Process Consulting, Word, MS Project, PowerPoint, Fund Accounting, Analysis, Project Planning, Project Execution, Project Delivery, Brokerage, Prime Brokerage, Compliance, Technology..., Operational Excellence, Streamlining Operations, Advent, Business Analysis, Accounting
Education
Fordham University 1993 — 1997
Bachelor of Science, Double Major: Finance & Public Accounting
AXA Investment Managers December 2011 - Present
AXA Rosenberg March 2010 - December 2011
AXA Rosenberg March 2007 - March 2010
AXA Rosenberg March 2005 - July 2007
Skills
Project Management, Project Planning, Corporate Communications, Strategic Communications, Program Management, Corporate Websites, Internal Communications, Client Correspondence, Microsoft Office, Employee Relations, Corporate Social..., Budget Setting, Branding & Identity, Speech Writing, Marketing Communications, Communications Programs, Crisis Communications, Team Management, People Development, Intranet Strategy, Cross-functional Team..., Internal & External..., Executive-level..., Public Relations, Vendor Management, Asset Managment, Investment Management, Equities, Asset Management, Marketing, Management, Emerging Markets, Team Leadership, Financial Markets, Equity Trading, Hedge Funds, Quantitative Analytics, Portfolio Management, Equity Research
Education
Saint Mary's College of California 2009 — 2010
Master's, Financial Analysis & Investment Management
University of Kent 1999 — 2001
International Relations
Northgate
Richmond, The American International University in London
BA, History/British Lit
AXA Investment Managers October 2006 - Present
SVB Financial Group 2004 - 2006
AXA Rosenberg December 2002 - April 2004
Davis Polk & Wardwell September 2000 - May 2002
Cravath, Swaine & Moore LLP September 1998 - August 2000
Skills
Private Equity, Equities, Securities, Securities Regulation, Mergers, Mergers & Acquisitions, Hedge Funds, Capital Markets, Due Diligence, Investments, Corporate Finance, Corporate Governance, Corporate Law, Asset Management, Venture Capital, Asset Managment, Finance
Education
Columbia University School of Law 1995 — 1998
JD, Law
Harvard University 1985 — 1989
AB, Economics
Hartshorn Portraiture February 2010 - March 2012
LoopNet July 2005 - December 2008
AXA Rosenberg March 2004 - July 2005
Skills
Email Marketing, Online Advertising, Marketing, Event Planning, Salesforce.com, Event Management, Social Media Marketing, Market Research, Social Media, Digital Marketing, SEM, Competitive Analysis, Advertising, CRM, Management, Online Marketing
Education
Franklin College Switzerland 2001 — 2003
BA, International Communications
Marymount College 1999 — 2001
Associate of Arts, General Education with a focus in communications
AXA Rosenberg Service SpecialistAXA Rosenberg2006 - Present
Education
San Francisco State University 1987 — 1989
Osterweis Capital Management September 2014 - Present
J.P. Morgan July 2012 - May 2014
AXA Rosenberg September 2011 - June 2012
AXA Rosenberg January 2007 - August 2011
AXA Rosenberg March 1988 - January 2007
Skills
SME Institutional..., Asset Managment, Bloomberg, Investment Management, Trading Systems, Equity Trading, FX Options, Middle Office, Asset Management, Investments, Trading, Settlement, Portfolio Management, Capital Markets, Start-ups, Institutional, Valuation, Derivatives, Asset Allocation, Global Operations, Corporate Finance
Education
University of California, Berkeley 1981 — 1985
Bachelor of Arts, French Literature
Université Paris Sorbonne 1984 — 1984
Summer, French Literature
St. John Ursuline
Hornblower April 2015 - Present
Amerit Consulting July 2011 - November 2014
AXA Rosenberg November 2009 - July 2011
Systron Donner Inertial June 2006 - July 2009
Skills
Employee Relations, HRIS, Human Resources, Onboarding, Performance Management, Personnel Management, Recruiting, Talent Acquisition, Talent Management, Employee Benefits, Interviews, Training
Education
San Francisco State University 2001 — 2006
Recurly July 2015 - Present
Apple April 2014 - July 2015
SAP February 2013 - 2014
Advent Software March 2006 - January 2013
AXA Rosenberg 2003 - 2006
Barra 2001 - 2003
Outercurve Technologies 2000 - 2001
Salomon Smith Barney 1999 - 2000
Long Term Capital Management 1997 - 1999
Printronix 1993 - 1993
Skills
Unix, C++, SQL, C#, Agile Methodologies, Perl, Software Design, Linux, Software Development, Shell Scripting, Investments, C, Financial Instruments, Linux Kernel, Bond Pricing, Visual Studio, Advent Geneva, Python, Emacs, Lisp
Education
Yale University 1994 — 1997
Master of Science (MS), Computer Science
Indiana University - Kelley School of Business 2005 — 2008
Master of Business Administration (MBA), Finance
University of California, Irvine 1991 — 1993
BS, Information and Computer Science
Peking University
Tianjin No. Three Middle School
AXA Rosenberg 2000 - Present
AXA Rosenberg September 2007 - October 2009
Skills
Equities, Asset Managment, Hedge Funds, Portfolio Optimization, Portfolio Management, Investment Management, Fixed Income, Quantitative Finance, Investment Strategies, Equity Research, Financial Markets, Alternative Investments, Asset Allocation, Bloomberg, Emerging Markets, Quantitative Analytics, Derivatives, Investments, Financial Modeling, Capital Markets
Education
University of California, Berkeley 1979 — 1982
Doctor of Philosophy (Ph.D.)
Universidad Iberoamericana, Ciudad de México 1970 — 1975
ME, Electrical and Mechanical Engineering
Franklin Templeton Investments November 2013 - Present
AXA Rosenberg Investment Managment LLC 2008 - July 2011
AXA Rosenberg August 2006 - May 2008
Barclays Global Investors 2000 - 2006
Skills
Asset Managment, Equities, Accounting, Analysis, Marketing, Asset Management, Training, CRM, Databases, Writing, Marketing Communications, Extensive knowledge of..., Finance, Program Management
Education
California State University-Long Beach - College of Business Administration 1995 — 1999
Bachelor of Business Administration (B.B.A.), Marketing
Norfolk State University 1994 — 1995
Business
Hayward High 1991 — 1994
PayPal June 2013 - Present
AXA Rosenberg June 2011 - May 2013
BlackRock August 2009 - March 2011
Financial Engines September 2005 - November 2008
SVB Alliant, SVB Asset Management April 2002 - September 2005
Silicon Valley Bank January 2001 - September 2005
Silicon Valley Bank January 2001 - January 2002
Accent Mortgage Services, Inc January 1999 - January 2000
Palmer College of Chiropractic January 1998 - January 1999
Skills
Securities, Asset Managment, Financial Services, FINRA, Investment Advisory, SEC filings, SEC, MSB, CA Department of..., Department of Financial..., Licensing, State Regualtory..., Capital Markets, Securities Regulation, Mutual Funds, Asset Management, Alternative Investments, Investments, AML, Loans, Risk Management
Education
Santa Clara High School 1992 — 1996
De Anza College
Macys.com May 2012 - Present
McKesson Health Solutions 2011 - 2012
Bank of America September 2010 - November 2011
AXA Rosenberg September 2008 - April 2010
Charles Schwab September 1999 - June 2007
Skills
Data Analysis, SQL, Databases, Software Development, Portfolio Management, SDLC, Business Analysis, Data Warehousing, VBA, Investment Performance, Equities, Tableau, Hive, Financial Modeling, ETL, Data Modeling, Scripting
Education
Golden Gate University, Edward S. Ageno School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Double concentration in Finance and Marketing
University of Phoenix 2000 — 2003
Masters in Science, Computer Information Systems
San Francisco State University 1992 — 1999
Bachelors in Science, Hotel Management
SJND 1988 — 1992
High School
Google February 2013 - Present
Study Edge June 2012 - January 2013
Samasource January 2012 - May 2012
Intuit 2009 - 2011
Intuit 2007 - 2009
Equilar January 2007 - May 2007
AXA Rosenberg July 2006 - December 2006
Skills
Financial Modeling, Cross-functional Team..., Product Management, Strategy, Financial Analysis, Start-ups, Business Strategy, Forecasting, E-commerce, Marketing, Corporate Finance, Valuation, Digital Media, Analytics, Analysis, Management, Business Development
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2007
Bachelor of Science, Business Administration
University of California, Berkeley 2003 — 2007
B.S., Business Administration
AXA Rosenberg 2008 - Present
State Street 2004 - 2008
State Street Corp 1996 - 2005
Skills
Bloomberg, Equity Trading, Electronic Trading, FX trading, Programming Languages, Equities, Trading Systems, Equity Derivatives, Asset Management, Financial Markets, Trading Strategies, Capital Markets, FX Options, Strategy, Portfolio Management, Settlement, Securities
Education
Northeastern University 1991 — 1993
Master of Science (M.S.), Management Information Systems, General
University of New Hampshire - Whittemore School of Business and Economics 1985 — 1989
Bachelor of Arts (B.A.), Economics
AXA Rosenberg August 2010 - Present
AXA Rosenberg October 1999 - September 2010
Infinity, A Sungard Company December 1998 - October 1999
Skills
Quantitative Finance, Equity Valuation, Equity Research, Equities, Portfolio Optimization, Bloomberg, Hedge Funds, Fixed Income, Investment Management, Quantitative Investing, Quantitative Analytics, Asset Management
Education
University of Michigan 1997 — 1998
MS, Financial Engineering
University of Michigan 1993 — 1998
PhD, Mathematics
Indian Institute of Technology, Kanpur 1987 — 1992
Msc, Mathematics
Delivering Better Retirement Outcomes 2013 - Present
ING Investment Management 2010 - 2012
AXA Rosenberg 2007 - 2010
Bank of New York Mellon 2002 - 2007
Sanford C. Bernstein 1999 - 2002
Prudential Financial 1997 - 1999
Chase Manhattan 1985 - 1997
Peat Marwick 1978 - 1981
Skills
Alternative Investments, Asset Management, Investment Management, Hedge Funds, Equities, Asset Allocation, Fixed Income, Investments, Investment Strategies, Mutual Funds, Portfolio Management, Series 7, Securities, Capital Markets, Series 63, Wealth Management, Financial Services, Investment Advisory
Education
The University of Chicago - Booth School of Business 1982 — 1983
Master of Business Administration (MBA), Finance
LIU Post
Bachelor of Science (B.S.), Accounting
Kaiser Permanente February 2012 - Present
Kaiser Permanente September 2008 - February 2011
AXA Rosenberg June 2006 - April 2008
Telephia, Inc. 2000 - 2004
Telephia (now Nielsen Mobile) 1999 - 2003
Skills
Strategy, Mergers & Acquisitions, Contract Negotiation
Education
St. Mary's College of California
Master's degree, Industrial and Organizational Psychology
jesuit high school
high school
Berlitz March 2011 - October 2012
AXA Rosenberg February 2006 - June 2009
Micromenders 2000 - 2005
Berlitz Japan June 1999 - April 2000
Westgate May 1997 - May 1999
A. T. Kearney 1994 - 1997
Disneyland June 1989 - May 1993
Skills
Customer Service, ESL, Educational Assessment
Education
University of California, Berkeley Extension 2010 — 2010
Certification, TESL
San Francisco State University 1986 — 1989
BA, Japanese Language & Literature
University of San Francisco
Master's degree, Teaching English as a Second or Foreign Language/ESL Language Instructor
Five Ten Capital June 2013 - Present
Neuberger Berman July 2010 - February 2013
Janus Capital Group September 2008 - July 2010
AXA Rosenberg 2002 - 2008
Schroders 1994 - 2002
United States Marine Corps August 1981 - February 1986
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Series 7, Private Equity, Institutional, Bonds, Series 63, Asset Managment, Investment Strategies, Fixed Income, Equities, Strategy, Leadership, Investment Management, Asset Allocation, Asset Management, Investments, Institutional..., Investor Relations, Mutual Funds, Equity Research, Emerging Markets, Bloomberg
Education
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1987
MBA, Finance
AXA Rosenberg August 1998 - October 2011
AXA Rosenberg Asia Pacific 2005 - April 2011
AXA Rosenberg Management Ireland Ltd 2000 - April 2011
AXA Rosenberg Investment Management Ltd (UK) 2005 - 2008
Coudert Brothers 1995 - 1997
9th Circuit Court of Appeals 1989 - 1995
Skills
Securities Regulation, Corporate Governance
Education
University of Washington School of Law 1986 — 1988
JD, Law
University of Washington 1980 — 1984
BA, International Studies
University of Puget Sound
Twin Peaks Wealth Advisors March 2015 - Present
Northwestern Mutual October 2009 - March 2015
Northwestern Mutual February 2011 - January 2013
Lodestar Private Asset Management February 2009 - June 2009
Lodestar Private Asset Management May 2008 - January 2009
AXA Rosenberg November 2007 - June 2008
Education
University of California, Berkeley
International Political Economy, Finance, Economics, Politics
MSCI Inc. October 2013 - Present
BNY Mellon July 2011 - December 2012
AXA Rosenberg May 2007 - March 2011
Quantal International April 2006 - May 2007
Barra 1994 - 2006
Education
The University of Chicago 1992 — 1994
Finance & Economics
University of California, Santa Barbara 1984 — 1986
M.A., Applied Math
San Jose State University 1980 — 1984
B.A., Math
Hands on Consulting May 2012 - Present
AXA Rosenberg July 2010 - October 2011
Sony Ericsson Mobile Communications, Inc November 2008 - May 2009
Microsoft Corporation November 2007 - November 2008
Mervyn's September 2005 - November 2007
Nelson Staffing Solutions June 2003 - September 2005
Manpower July 2004 - February 2005
Skills
Outlook, Administrative..., Fax, Microsoft Excel, Microsoft Word, Microsoft Office, Employee Relations, Event Planning, Quality Assurance, Event Management, Training
Education
University of Phoenix 2003 — 2006
B.S., Business Management
Heald College 1998 — 2000
A.A.S., Legal Administration
Square March 2014 - Present
RMS May 2012 - March 2014
AllianceBernstein May 2010 - May 2012
AXA Rosenberg May 2001 - February 2010
Skills
SQL, Visual Studio, Microsoft SQL Server, Software Development, Perl, Data Modeling, Unix, Object Oriented Design, PL/SQL, C#, Software Engineering, Design Patterns, Windows, Java, Oracle, .NET, C++, Trading Systems, ADO.NET, Data Analysis, Trading System, MySQL, Equity Valuation
Education
University of San Francisco
AXA Rosenberg Investment Management September 2014 - Present
HighMark Capital Management, Inc. (MUFG Union Bank, N.A.) March 2013 - September 2014
AXA Rosenberg January 2008 - February 2013
Kelmoore Investment Company 2005 - 2007
McMorgan & Company 2001 - 2005
Skills
Financial Services, Datastream, Investment Management, Bloomberg, Equities, Hedge Funds, Fixed Income, Alternative Investments, Mutual Funds, Securities, Financial Modeling, Asset Allocation
Education
University of California, Los Angeles
B.A., Economics
Monique Asset Management, LLC September 2005 - Present
AXA Rosenberg October 2000 - August 2004
AXA Rosenberg 1994 - September 2000
Axa Rosenberg July 1990 - December 1993
Chrysler Corporation June 1989 - September 1989
Hughes Aircraft Company July 1984 - September 1988
Skills
Hedge Funds, Asset Management, Portfolio Management, Equities, Management, Financial Modeling, Bloomberg, Investments, Alternative Investments, Asset Allocation
Education
University of Chicago 1988 — 1990
MBA, Finance
University of Southern California 1985 — 1987
MS, Computer Science
The University of British Columbia 1980 — 1984
BS, Mechanical Engineering
AXA Rosenberg Investment Management February 2012 - Present
AXA SPDB Investment Management July 2007 - January 2012
AXA Investment Managers March 2005 - July 2007
AXA Rosenberg June 2002 - March 2005
Skills
Hedge Funds, Private Equity, Mergers, Asset Managment, Venture Capital, Financial Modeling, Due Diligence, Business Strategy, Investment Strategies, Alternative Investments, Equities, Emerging Markets, Corporate Development, Strategic Planning, Equity Research
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance
University of Missouri-Rolla 1991 — 1995
BS, Mathmatics
Kensho Capital March 2012 - Present
Equilateral Partners June 2013 - Present
Ecole Bilingue de Berkeley 2013 - Present
AXA Investment Managers January 2011 - August 2012
AXA Investment Managers May 2007 - January 2011
AXA Rosenberg August 2003 - January 2011
AXA Investment Managers Deutschland September 2002 - August 2003
Self Trade October 1999 - September 2002
Cortal Consors April 1998 - October 1999
Invesco Ltd. April 1995 - April 1998
Skills
Strategy, Management, Risk Management, Leadership, Strategic Planning, Investments, Marketing, Equities, Consulting, Investment Management, Asset Management, Hedge Funds, Alternative Investments, International Sales, Financial Markets, Portfolio Management, Private Equity, Product Marketing, Asset Managment, Management Consulting, Emerging Markets, Institutional, Business Strategy, Due Diligence, Capital Markets, Asset Allocation
Education
Sciences Po 2005 — 2007
Master's degree, Economics
Sciences Po 1985 — 1987
Master's degree, Economics, History
Quantcast April 2013 - Present
Adobe June 2012 - August 2012
AXA Rosenberg June 2011 - August 2011
SunPower Corporation May 2010 - August 2010
Merrill Lynch June 2009 - September 2009
Skills
Analysis, Internal Controls, Salesforce.com, Sales Operations
Education
University of California, Berkeley 2008 — 2012
B.A., Economics
The University of Hong Kong 2012 — 2012
Bachelor of Business Administration (B.B.A.)
Project Redwood 2012 - Present
American Diabetes Association 2012 - Present
Stanford Women on Boards 2011 - Present
AXA Rosenberg 2001 - 2011
LookSmart 1999 - 2001
Sumitomo Bank of California 1997 - 1998
John Parry & Alexander (HR Consulting) 1995 - 1997
Fritz Companies 1993 - 1995
Wells Fargo Bank 1987 - 1992
Morgan Stanley 1984 - 1985
Skills
P&L Responsibility, Global Management, Leadership Development, Talent Management, Financial Management, Risk Management, M&A experience, Strategy, P&L Management, Executive Management, Program Management, Managerial Finance, Business Strategy, Finance, Human Resources, Strategic Planning, Project Management, Leadership, Employee Benefits
Education
Stanford University Graduate School of Business 1978 — 1980
MBA
Wellesley College 1971 — 1975
BA, Economics
Lending Club 2013 - Present
BlackRock 2010 - 2013
AXA Rosenberg 2005 - 2010
Bank of America Securities 2004 - 2005
Barclays Capital 2004 - 2004
AT&T Global Services 2002 - 2004
Skillgames 2000 - 2001
Lehman Brothers 1998 - 2000
JP Morgan 1997 - 1998
Salomon Smith Barney 1997 - 1997
Skills
Trading Systems, Software Engineering, Financial Markets, Product Management, JAVA, PHP, Optimization, Algorithm Design, EMS, FIX, Unix Shell Scripting, Derivatives Trading, Tortoise SVN, Data Analysis, Database Design, SQL Tuning, Cache Coherency, User-centered Design, Team Leadership, Mentoring, Agile Methodologies, Language Teaching, Java, Investment Management, Equity Trading, Portfolio Optimization, Equities, Electronic Trading
Education
Indian Institute of Technology, Madras 1984 — 1986
M. S., Computer Science
Anna University 1982 — 1984
M.S, Applied Mathematics
AXA Rosenberg March 2001 - Present
Bear Stearns August 1998 - March 2001
Education
The University of Chicago 1996 — 1998
MBA, Analytic Finance, accounting
Tsinghua University 1985 — 1991
Physics
AXA Rosenberg August 2012 - Present
MSCI Inc. & MSCI Barra August 2006 - May 2012
UC Berkeley April 2002 - July 2006
Data Ventures January 2001 - March 2002
Skills
SQL, Quantitative Finance, Java, C#, C++, Matlab, Agile Methodologies, Software Development, Unix, Quantitative Analytics, XML, Microsoft SQL Server
Education
Univ. of Illinois at Urbana-Champaign
Doctor of Philosophy (Ph.D.), Energy Economics and Mathematical Modeling
The University of New Mexico
Master of Science (M.S.), Computer Science
University of Electronic Science and Technology
Master of Science (M.S.), Applied Mathematics
AXA Rosenberg 2007 - Present
Procinea Management LLC 2005 - 2007
Barclays Global Investors 2001 - 2005
Barra 1995 - 2001
Skills
Quantitative Investing, Quantitative Finance, Performance Attribution, Portfolio Optimization, Equities, Investments, Investment Management, Investment Strategies, Equity Research, Asset Allocation, Alternative Investments, Quantitative Analytics, Fixed Income, Hedge Funds
Education
University of California, Berkeley
MS, Operations Research
University of Virginia
BA, Mathematics & Psychology
643 Capital Management October 2012 - Present
Gwen Allison, CPA August 2011 - Present
Grubman Financial Consulting February 2010 - July 2011
Northwestern Mutual Financial Network June 2009 - November 2009
ReSource Intermediaries, Inc May 2005 - May 2009
AXA Rosenberg October 2002 - April 2005
PwC January 2000 - October 2002
Cristol Financial, Accountants on Call, Accountemps January 1998 - December 1999
Barnes & Associates CPAs 1997 - 1998
Title Nine July 1994 - August 1996
Education
Mills College 1992 — 1994
Master of Arts, English
University of California, Berkeley 1985 — 1989
Bachelor of Arts, English
Dale Carnegie Training
Effective Communications & Human Relations
California State University-East Bay
UC Berkeley Extension
Certificate in Personal Financial Planning
AXA Rosenberg March 2010 - May 2013
AXA Rosenberg November 2007 - March 2010
AXA Rosenberg January 1996 - October 2007
Skills
Asset Managment, Portfolio Management, Equities, Asset Management, Risk Management, Investments, Performance Measurement, Performance Attribution, Composite Construction..., GIPS Compliance, Systems Improvement and..., Microsoft Excel, Microsoft Word, SWIFT messaging, CTM, ALERT, Datastream, Bloomberg, PowerPoint, SQL queries, Financial Analysis, Corporate Finance, Middle Office, Corporate Actions
Education
St. Mary's College of California
Master of Science (M.S.), Financial Analysis and Investment Management
University of California, Berkeley - Walter A. Haas School of Business
B.S. Business Administration, Finance and Accounting
AXA Rosenberg 2000 - Present
Skills
Statistics, Hedge Funds, Asset Management, Portfolio Management, Portfolio Optimization, Research, Equities, Equity Research, Bloomberg, Valuation, Data Analysis, Quantitative Research, Financial Modeling, Quantitative Finance, Investments
Education
University of California, Berkeley 1979 — 1983
Doctor of Philosophy (PhD), Operations Research, A
Santa Clara University 1976 — 1977
Master of Science (MSc), Applied Mathematics, A
Universidad Nacional Autónoma de México 1971 — 1975
Bachelor of Applied Science (B.A.Sc.), Mathematics, pass
Universidad Iberoamericana, Ciudad de México 1970 — 1975
Master of Engineering (M.Eng.), Systems Engineering, pass
AXA Rosenberg October 1995 - Present
NRITI December 1992 - February 1997
Information Concepts, Inc. September 1989 - October 1991
Arrowhead Water May 1982 - April 1987
DPD August 1981 - April 1982
Walter Dorwin Teague Associates July 1979 - July 1981
Skills
SQL, Object Oriented Design, Microsoft SQL Server, Databases, Programming, Software Development, Eiffel, C, C++, Database Design, Software Engineering, Python, Software Design, C#, Windows
Education
California State Polytechnic University-Pomona 1976 — 1981
BS, Computer Science
Damien High School