Barclays Global Investors
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Barclays Global Investors Employees
BlackRock December 2009 - Present
Barclays Global Investors September 1997 - December 2009
Skills
Transition Management, Fixed Income, Asset Management, Equities, ETFs, Derivatives, Emerging Markets, Series 7, Series 63, Investments, Portfolio Management, Mutual Funds, Bloomberg, Management, Investment Management, Asset Allocation, Financial Services, Capital Markets, Investment Strategies, Risk Management, Financial Markets, Trading
Education
University of Southampton 1993 — 1997
Economics & French
Ecole nationale d'Administration 1995 — 1996
Economics & Management Science
Université Louis Pasteur (Strasbourg I) 1995 — 1996
Economics
King's College School, Wimbledon 1988 — 1993
BlackRock July 2013 - Present
JVHM, Inc. April 1999 - Present
Accura Media Group June 2012 - Present
Barclays Global Investors September 2007 - April 2008
Software Solution Specialists May 1990 - April 1999
Applied Biosystems July 1984 - May 1990
Skills
MySQL, SQL Server, Wordpress, Social Networking, Sybase, Software Project..., SalesLogix, Software Development, Customer Relations, HTML, CSS, Blogging, Facebook, Social Media, PHP, Web Development, SQL, Databases, SEO, Social Media Marketing, YouTube, Salesforce.com, Small Business, Web 2.0, Web Analytics, E-commerce, Email Marketing, Online Marketing, CMS, Website Development, Content Management, Dreamweaver, Web Design, Web Applications, Google Analytics, Team Leadership, User Interface Design, Web Project Management, Project Planning, Microsoft SQL Server, SDLC, Customer Service, Project Management, WordPress, CRM, Software Documentation, Program Management, Leadership, Consulting, SaaS
Education
California State University-Hayward - School of Business and Economics
BS
California Polytechnic State University-San Luis Obispo
Stearns Lending June 2014 - Present
Stearns Lending July 2008 - May 2014
Stearns Lending September 2008 - August 2012
Wells Fargo September 2007 - August 2008
GreenPoint Mortgage May 2003 - May 2005
Barclays Global Investors January 2001 - May 2003
Etrade Financial 2000 - 2002
Skills
Mortgage, Mortgage Lending, Loan Origination, Mortgage Banking, Sales Management, New Business Development, Team Building, Cold Calling, Loans, FHA, Management, USDA, Credit, Refinance, First Time Home Buyers, Residential Mortgages, Banking, FHA financing, VA loans, Short Sales, Government Loans, Construction Loans, Reverse Mortgages, Relationship Management, Sales, Credit Analysis, Underwriting, Investment Properties, Commercial Lending, FHA Financing, Real Estate, VA Loans
Education
California Polytechnic State University-San Luis Obispo 1994 — 1999
Bachelor of Science, Animal Science
California Polytechnic State University-San Luis Obispo 1994 — 1999
Bachelor of Science (B.S.)
Battery East Group October 2013 - Present
March of Dimes January 2013 - Present
BlackRock November 2012 - March 2013
BlackRock January 2011 - October 2012
BlackRock January 2001 - December 2010
Barclays Global Investors September 1999 - December 2001
Morgan Stanley December 1997 - August 1999
Morgan Stanley September 1993 - November 1997
Skills
Equities, Fixed Income, Trading Systems, Hedge Funds, ETFs, Prime Brokerage, Series 7, Series 63, Series 79, Series 24, Non-profit Volunteer
Education
Binghamton University - School of Management 1989 — 1993
BS, Accounting
Kansai Gaidai University 1992 — 1992
Semester Study Abroad, Japanese Studies
AssetMark March 2013 - Present
BlackRock December 2009 - May 2012
Barclays Global Investors January 2007 - November 2009
Milliman 2004 - 2006
InfoRespond 1999 - 2000
Deloitte Consulting November 1995 - March 1998
Title Connections 1994 - 1995
Schwab 1986 - 1994
Wells Fargo 1982 - 1986
Skills
Program Management, Integration, Product Development, Business Analysis, Change Management, Operational Strategy, SDLC, Agile Project Management, Vendor Management, Workload Management, Business Process..., Business Intelligence, Knowledge Sharing, Knowledge Transfer, Group Presentations, Training/Mentoring, Mutual Funds, Capital Markets, Trading, Banking, Pensions, Insurance, Project Governance, Contract Management, Compliance, Equity Data, Advent, SEI, Bloomberg, Sungard, Releases
Education
Biola University
California State University-Sacramento
BS, Business Administration
Charles Schwab March 2014 - Present
Adeptyx Consulting February 2013 - March 2014
BlackRock 2008 - 2012
BlackRock 2007 - 2008
BlackRock 2006 - 2007
Barclays Global Investors 2005 - 2006
Visa May 2002 - 2005
Charles Schwab 1998 - 2000
BlackRock January 1996 - April 1997
BlackRock January 1993 - December 1995
Skills
Portfolio Management, Financial Services, Software Development, Project Management, SDLC, Program Management, Vendor Management, Software Project..., Business Analysis, Change Management, Talent Developer, Business Process..., Corporate Training, RUP Methodologies, Agile Project Management
Education
Arizona State University
Bachelor of Science (B.S.), Business Administration, Finance
UBS Investment Bank January 2012 - Present
Scotiabank February 2010 - January 2012
Black Mesa Capital, LLC July 2008 - January 2010
Barclays Global Investors 2005 - 2008
Deutsche Bank 2001 - 2005
AK Steel 1997 - 1999
Schlumberger 1995 - 1997
Skills
Fixed Income, Derivatives, Trading, Global Macro, Hedge Funds, Credit Derivatives, Portfolio Management, Quantitative Finance, Structured Products, Interest Rate..., Market Risk, Swaps, Trading Systems, Petroleum, Marksmanship, Offshore Drilling, cattle wrangling, snake charming, shaped charge detonation, Telemark Skiing, Backcountry survival, Offshore Oil Well Log..., Scuba Diving, Electronic Trading, Market Data, Trading Strategies
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2001
M.S., Computational Finance
University of Pittsburgh 1999 — 2000
B.S., Applied Mathematics - Magna Cum Laude
Colorado School of Mines 1993 — 1995
Metallurgical Engineering
Bucknell University 1987 — 1991
B.S., Geotechnical Engineering
East High School 1983 — 1987
Diploma
International School of Geneva 1986 — 1986
Rugby, drinking the boot & haute cuisine
Datwyler Orthodontics January 2015 - Present
Jackson Elementary School September 2014 - Present
State Street Bank July 2007 - April 2014
Junior Achievement of Sacramento 2013 - 2014
Investors Bank & Trust December 2001 - July 2007
Barclays Global Investors October 1993 - December 2001
Ernst & Young September 1992 - October 1993
Skills
Financial Services, Business Analysis, Mutual Funds, Risk Management, Financial Analysis, Banking, Process Improvement, Change Management, Business Process..., Investments, Equities, Securities, Finance, Strategic Financial..., Financial Risk, Asset Management, Management Consulting, Business Process, Financial Reporting, Auditing, Financial Accounting, Financial Markets, Cash Management, Internal Controls, Relationship Management, Fixed Income, Analysis, Corporate Actions, PeopleSoft, Fund Accounting, Onboarding, Portfolio Performance..., Valuation, Training, Internal Audit, Microsoft Excel, Accounting, Account Reconciliation, Organization Skills, Volunteering, Financial Planning
Education
Cal Poly San Luis Obispo
Bachelor's degree, Accounting and Business/Management
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.) / Accounting, Business / Accounting
Millennium Management May 2014 - Present
Bank of America Merrill Lynch July 2009 - November 2012
Merrill Lynch August 2006 - June 2009
State Street February 2006 - May 2006
Barclays Global Investors July 2001 - November 2004
E*TRADE Financial November 1999 - June 2001
Skills
Middle Office, Operational Risk, Market Risk, Equity Trading, ETFs, Program Trading, Options Strategies, Market Research, Financial Analysis, Market Analysis, Portfolio Management, Fixed Income, Derivatives, Alternative Investments, Capital Markets, Hedge Funds, Bloomberg, Brokerage, Project Management, Managing Processes, Process Improvement, Quantitative Research, Quantitative Analytics, Quantitative Finance, Quantitative Investing, Personal Finance, Investments, FX Options, Trading, Options, Electronic Trading, Bonds, Financial Services, Financial Risk, Swaps, Emerging Markets, Back Office, Settlement, Investment Banking, Finance, Securities, Financial Markets, Trading Systems, Securities Lending, Prime Brokerage, Corporate Actions, Credit Derivatives, Equities, Risk Management, Management
Education
California State University-Sacramento 2001 — 2003
MBA, Finance, General
Saint Anselm College 1997 — 1999
Bachelor of Arts (BA), Business and Finance
Independent Study
Menta Capital LLC. May 2013 - Present
Barclays Global Investors December 2006 - July 2008
Quantal Asset Management June 2006 - December 2006
Moody's KMV March 2001 - June 2006
Skills
Econometrics: DFT, Econometrics: GMM, Econometrics: Kalman..., Econometrics: MLE, Econometrics: Random..., Econometrics: VAR, Econometrics: VECM, Programming: R, Programming: Matlab, Programming: Python, Programming: SAS, Programming: Java, Programming: C++, Programming: Stata, Programming: SQL, Data: Compustat, Data: CRSP, Data: DealScan, Data: FactSet, Data: FirstCall, Data: I/B/E/S, Data: LPC, Data: LoanX, Data: Markit, Data: Morningstar, Data: Ipreo, Data: WorldScope, Data: DataExplorers, Data: Thompson Reuters, Data: TAQ, Data: TRACE, Data: Thesys, Data: OptionMetrics, Data: ETF, Portfolio Management, Equities, Derivatives
Education
Haas School of Business, UC Berkeley 2008 — 2013
Doctor of Philosophy (Ph.D.), Accounting, Berkeley, CA
Bosphorus University 1995 — 1999
Bachelor of Science (BS), Industrial Engineering and Operations Research, Istanbul, Turkey
Izmir Fen Lisesi 1991 — 1994
High School, Izmir, Turkey
First Capital Mortgage January 2014 - Present
ColdWell Banker thru First Capital 2005 - January 2014
Bekker Compliance Consulting Partners, LLC 2005 - 2009
M.A.G. Capital, LLC 2005 - 2007
Barclays Global Investors October 2002 - March 2005
Thomas Weisel Partners June 1999 - September 2002
National Association of Securities Dealers (FINRA) September 1993 - June 1999
Skills
Loans, Mortgage Lending, Investments, Loan Origination, Fixed Income, Securities, Hedge Funds, Residential Mortgages, Trading, Refinance, Financial Structuring, Finance, Investment Advisory, Mortgage Banking, FHA, FINRA, Credit, Real Estate, Real Estate Financing, Investment Properties, Internal Audit, Financial Reporting, Banking, Portfolio Management, Financial Services, Brokerage, Mortgage, VA Loan Specialist Over..., FHA Loan Specialist, Specialiist in..., Short Sale Financing, Condo Litigation..., Condo Lititgation...
Education
California State University-Los Angeles 1989 — 1993
Umder Graduate, International Business, Finance
Federal Employee Benefit Counselors August 2013 - Present
SourceHOV October 2012 - May 2013
Itel Laboratories, Inc. May 2009 - August 2011
Wells Fargo August 2004 - January 2009
Diversified Investment Advisors October 2002 - May 2004
mPower 1999 - 2002
Merrill Lynch 1997 - 1999
Barclays Global Investors 1993 - 1997
Wells Fargo Bank 1991 - 1993
First Investors Corporation September 1988 - October 1990
Skills
401k, Retirement, Mutual Funds, Investments, Retirement Plan..., Pensions, Financial Services, Sales, Management, Financial Advisory, Insurance, Employee Benefits, Start-ups, Training, Finance, Human Resources, Relationship Management
Education
CSU Chico 1983 — 1987
Bachelor of Science (BS), Finance and Economics
University of Copenhagen 1987 — 1988
Bachelor of Science (BS), International Finance
Wells Fargo September 2015 - Present
Wells Fargo August 2013 - Present
Wells Fargo Bank May 2009 - August 2013
University of California July 2009 - July 2011
California Alumni Association July 2007 - July 2009
Wells Fargo Bank May 2003 - May 2009
PlanetOut Inc. July 2002 - May 2003
Barclays Global Investors June 1999 - June 2002
Paul Hastings 1998 - 2000
Grantham Mayo Van Otterloo 1997 - 1998
Skills
ISDA, International Law, Foreign Exchange, Derivatives, Contract Negotiation, Mutual Funds, Investment Advisory, Swaps, Capital Markets, Banking, Due Diligence, Financial Markets, Investment Management, Investments, Management, Securities, Finance, Risk Management, Trading
Education
Boston College Law School 1994 — 1997
Juris Doctor
University of California, Berkeley 1989 — 1993
BA
Red Bluff High School 1986 — 1989
State Street 2007 - 2014
Investors Bank & Trust 2004 - 2006
Barclays Global Investors 2002 - 2004
Investors Bank and Trust 1999 - 2002
Skills
Fund Accounting, Mutual Funds, Securities Lending, Securities, Bloomberg, Financial Analysis, Swaps, FX Options, Project Management, Corporate Actions, Derivatives, Financial Services
Education
California State University-Chico 1995 — 1998
Bachelor of Science (BS), Finance, General
Yuba College 1989 — 1992
Associate of Science (AS)
California State University-Sacramento
Sullivan Wealth Management Group July 2013 - Present
Beverly Hills Wealth Management July 2013 - Present
Morgan Stanley Wealth Management December 2007 - July 2013
The Sullivan Group March 2006 - December 2007
MetLife Investors February 2004 - March 2006
PIMCO February 2003 - February 2004
Barclays Global Investors May 2001 - February 2003
Wells Fargo Bank 2000 - 2000
Skills
Investment Management, Retirement Planning, Retirement Income..., Investments, Strategic Financial..., Portfolio Management, Insurance, Banking, Mutual Funds, Asset Managment, Pensions, Cash Management, Series 7, Wealth Management, Asset Allocation, Alternative Investments, Financial Advisory, Investment Advisory, Fixed Income, Series 63, Investment Strategies, Certified Financial..., Retirement Plan..., Fixed Annuities, Variable Annuities, Charitable Gift Planning, Life Insurance, Long Term Care Insurance, Equities, Financial Services, Long-term Care, Wealth Management..., ETFs, Securities, 401k, Series 6, Hedge Funds, High Net Worth..., Separately Managed..., 401k Rollovers, IRAs, Corporate Finance, Financial Planners, Wealth, Capital Markets, Estate Planning, Bonds, Personal Financial..., Treasury Management, Retirement
Education
University of California, Irvine 2004 — 2006
PFP, Personal Financial Planning
California State University-Chico 1996 — 2001
BS, Business & Finance
University of Reading 2000 — 2000
International Business & Economics
Charles Schwab November 2012 - Present
Charles Schwab December 2009 - November 2012
Barclays Global Investors April 2005 - March 2009
JPMorgan Chase July 2000 - February 2002
JP Morgan July 1997 - June 2000
JP Morgan June 1994 - June 1997
JP Morgan August 1992 - May 1994
Skills
Technology Evaluation, Risk Management, Leadership, Asset Managment, Portfolio Management, Financial Analysis, Mutual Funds, Business Strategy, Investments, Market Research, Valuation, Competitive Analysis, Fixed Income, Finance, Series 7, Financial Services, Money Market Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, Finance
St. Lawrence University 1988 — 1992
BA, Philosophy, French
The Mason Companies September 2011 - Present
Fannie Mae September 2003 - September 2011
Marymount University - Business School August 2010 - July 2011
U.S. Treasury Department August 2001 - August 2003
Prudential Securities 2000 - 2001
Gap Inc. 1998 - 2000
Barclays Global Investors 1997 - 1998
PPG Industries 1994 - 1997
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
Pomona College 1986 — 1990
BA
Bellarmine College Preparatory 1982 — 1986
High School
BlackRock August 2010 - Present
BlackRock November 2008 - August 2010
Barclays Global Investors January 2007 - November 2008
C.F. Martin & Co January 1999 - January 2001
C.F. Martin & Co., Inc January 1994 - January 1999
Skills
Project Management, Manufacturing, ETFs, Product Development, Cross-functional Team..., Product Management, Product Marketing, ISO standards, Bilingual, Cross-cultural, International Business, Mutual Funds, Latin America, Derivatives, Private Equity, Investment Banking, Fixed Income, Equities, Capital Markets, Securities, Valuation, Financial Services, Investments, Series 7, Hedge Funds, Finance, Alternative Investments, Bloomberg, Asset Management, Emerging Markets, Investment Management, Strategy, Portfolio Management, Asset Allocation, Investment Strategies, Financial Structuring, Series 63, Structured Products
Education
University of California, Berkeley 2005 — 2006
B.S. Degree, Business Administration
Borough of Manhattan Community College
A.A. Degree, Business Administration
Follett School Solutions September 2013 - Present
Follett School Solutions September 2008 - September 2013
Barclays Global Investors October 2007 - August 2008
Sun Life Financial January 2004 - October 2007
Skills
Business Analysis, Enterprise Software, Product Management, Business Intelligence, Client Liaison, Team Building, Strategic Planning, Project Management, Program Management, Training, Software, Product Development, Channel Sales, Software Solution Sales, Business Process, Software Project..., Requirements Analysis, Management, Analysis, Data Analysis, Process Improvement, SaaS, CRM, Scrum, Team Leadership, Databases, Integration, Software Documentation, Leadership
Education
Boston University 1999 — 2003
Bachelor of Science (BS), Broadcast Journalism
Boston University 1999 — 2003
Bachelor of Science, Broadcast Journalism; Women Studies
The Transfinity Group - Fintech Business Developer 2010 - Present
SunGard 2007 - 2010
ECHOtrade LLC 2004 - 2007
Integrated Capital Markets 1999 - 2003
Barclays Global Investors 1998 - 1999
CSI Capital Management 1997 - 1998
Pacific Options Exchange 1996 - 1997
The White House 1995 - 1995
OPIC Overseas Private Investment Corp 1995 - 1995
Deloitte 1995 - 1995
Skills
Investments, Venture Capital, Alternative Investments, Portfolio Management, Private Equity, Strategy, Financial Modeling, Executive Management, Equities, Strategic Partnerships, Business Strategy, Hedge Funds, Deal Execution, Securities, Finance, Asset Management
Education
Wabash College
AB Cum Laude
American University
American Politics, Washington Program
University of California - Office of the President January 2012 - Present
BlackRock December 2009 - November 2011
Barclays Global Investors 2007 - December 2009
Ross Stores 2001 - 2004
Gap Inc. 1992 - 2001
Accenture 1989 - 1992
Education
California Polytechnic State University-San Luis Obispo 1986 — 1989
Finance, Magnu cum Laude
BlackRock July 2011 - Present
BlackRock July 2010 - July 2011
BlackRock December 2009 - July 2010
Barclays Global Investors January 2008 - December 2009
Market Hall Foods December 2004 - December 2007
Skills
Asset Managment, Equities, Hedge Funds, Analysis, Finance, Asset Management, Administrative..., Vendor Management, Due Diligence, Management, Fixed Income, Investment Banking, Private Equity, Portfolio Management, Investments, Financial Services, Bloomberg, Financial Modeling, Capital Markets, Accounting, Mutual Funds, Banking, Series 7, Emerging Markets, Corporate Finance, Trading, Valuation, Derivatives, Financial Markets, Financial Analysis
Education
Bellevue University
Bachelor of Science (BS), Marketing Management
Universidad San Ignacio de Loyola 2001 — 2003
Hospitality Management
Universidad de Piura 1998 — 2000
Business Administration
CRC Health Group (currently Acadia Healthcare) August 2010 - January 2014
Talent Management Consulting February 2009 - August 2010
Levi Strauss and Co. April 2007 - January 2009
Applied Biosystems October 2005 - April 2007
Talent Management Consulting September 2004 - September 2005
Barclays Global Investors March 1997 - August 2004
The Good Guys September 1992 - March 1997
Bank of America December 1983 - September 1992
Skills
Talent Management, Organizational..., Leadership Development, Organizational..., Succession Planning, Strategy, Leadership, Performance Management, Employee Engagement, Training, Onboarding, Career Development, Human Resources, Program Management, Workforce Planning, Organizational Design, Workshop Facilitation, Executive Development, Executive Coaching, Business Strategy
Education
Ball State University
Psychology and Counseling
California State University-Chico
MA, Education
University of Colorado Boulder
BA, English Literature
Parnassus Investments July 2004 - Present
Paul Capital Partners January 2003 - June 2004
Fremont Group September 2001 - January 2003
Barclays Global Investors January 2000 - September 2001
Education
California State University-Hayward - School of Business and Economics 2003 — 2004
M.B.A., Finance
Arizona State University 1997 — 1999
B.S., Finance
Diablo Valley College 1995 — 1997
General Studies
Calypso Technology March 2010 - Present
Turnbloom & Associates, Inc. January 2001 - September 2008
Barclays Global Investors June 2007 - September 2007
Skills
Excel, Integration, Calypso, Business Analysis, Product Management, Databases, Liquidity, Liquidity Risk, Treasury Systems, Profit & Loss Management, Money Market, Cash Management, Fixed Income, Derivatives, Capital Markets, Trading Systems, Back Office, FX Options, Interest Rate..., Credit Derivatives, Equity Derivatives, Swaps, Financial Markets
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
BS, Business, Finance
Hewlett-Packard - WebOS Cloud Services September 2012 - Present
Optech Consulting Inc August 2000 - February 2014
Apple Inc. July 2011 - September 2012
eBay March 2010 - July 2011
Wells Fargo January 2008 - March 2010
Barclays Global Investors March 2007 - December 2007
Wells Fargo August 2002 - March 2007
Alcatel-Lucent February 2001 - June 2002
Wells Fargo August 2000 - January 2001
UshaComm India Pvt Ltd April 1999 - June 2000
Skills
Java, Software Development, Distributed Systems, SOA, Security, SDLC, OOP, TCP/IP, Agile Methodologies, Integration, Java Enterprise Edition, Ant, Cryptography, Client/server, Hibernate, N-tier, OpenSSL, Kerberos, Unix, XML, IPC, Scala
Education
Doctor B.R. Ambedkar Open University 1994 — 1998
BS
Technical Board Of Karnataka 1990 — 1993
DCSE
ABC Mom Learning Center & Childcare November 2011 - Present
State Street Investment Management Services April 2003 - April 2011
Newport Mesa Unified School District August 2002 - March 2003
Irvine Unified School District September 1999 - August 2002
Healthview January 2000 - January 2002
Asian-Pacific Public Affairs Forum January 2000 - January 2001
Pacific Life November 1999 - December 1999
Barclays Global Investors January 1999 - August 1999
Skills
Analysis, Portfolio Management, Training, Auditing, Budgets, Coaching, Event Planning, Human Resources, Leadership, Leadership Development, Management, Public Speaking, Research, Sales, Strategy
Education
California State University-Fullerton 2000 — 2002
BCLAD- Mandarin, Education
University of California, Davis 1994 — 1999
Bachelor of Arts, International Relations
PENSERRA June 2007 - Present
Barclays Global Investors October 1993 - April 2007
Barclays Global Investors October 2000 - February 2006
Barclays Global Investors September 1996 - September 2000
Barclays Global Investors August 1993 - September 1996
Skills
Fixed Income, Investment Banking, Equities, Securities, Mergers & Acquisitions, ETFs, Hedge Funds, Asset Managment, Portfolio Management, Management, Equity Trading, Asset Management, Capital Markets, Trading, Derivatives, Trading Systems, Bloomberg, Investments, Financial Modeling, Change Management, Financial Analysis, Financial Services, Asset Allocation, Emerging Markets, Due Diligence, Leadership, Financial Markets, Alternative Investments, Equity Research, Series 7
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2007
MBA
California State University-Fullerton 1986 — 1991
BS, Business Administration
Wells Fargo August 2010 - Present
Barclays Global Investors September 2006 - August 2009
PBSE Inc. September 2004 - August 2006
Skills
Software Quality..., QTP, Quality Assurance, Test Cases, User Acceptance Testing, Quality Center, Waterfall, Agile Methodologies, SDLC, Test Planning, Regression Testing, Test Automation, SQL
Education
California State University-East Bay 2000 — 2004
B.S.
SAP Labs October 2010 - Present
Wells Fargo July 2010 - October 2010
Capgemini April 2010 - June 2010
Wells Fargo March 2009 - April 2010
Smart Logic Group LLC January 2008 - December 2009
Media Net Link July 2008 - January 2009
Google March 2008 - May 2008
Charles Schwab March 2006 - March 2008
University of Phoenix April 2004 - April 2006
Barclays Global Investors August 2005 - January 2006
Skills
Security, Databases, Python, Ruby, Java, C++, C, XML, Shell Scripting, PL/SQL, Test Automation, Data Warehousing, Software Project..., JavaScript, MySQL, PHP, ETL, HTML, PMP, Security+, Scrum, Unix, Linux, Agile, Software Quality..., SQL, Apache, SOA, LAMP, Web Applications, Database Design, Software Engineering, Waterfall, Software Development, SDLC, RUP, Sybase, UML, PostgreSQL, Testing, SOAP, Solaris, Subversion, Eclipse, AJAX, Architecture, Open Source, Agile Methodologies, Perl, System Architecture
Education
Dakota State University
Doctor of Science, Information Systems
California State University-East Bay
M.B.A., Computer Information Systems, and Finance (Dual Major)
Dakota State University
M.S., Information Systems
University of North Texas
M.S., Computer Education & Cognitive Systems
Ascension Insurance, Inc. August 2015 - Present
Arthur J. Gallagher & Co. June 2014 - August 2015
Symetra August 2012 - November 2013
SML Financial Services, LLC February 2009 - July 2012
Barclays Global Investors July 2000 - July 2008
Prudential 1986 - 1998
Skills
Chartered Financial..., Investments, High Net Worth..., Fund Of Funds, ETFs, Sales Presentations, New Business Development, Financial Services, Investment Advisory..., Asset Management, Series 63, CRM, Employee Benefits, Investment Advisory, Relationship Management, Retirement, Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Defined Contribution, Management, Retirement Planning
Education
California Lutheran University
BA
Blue Cross Blue Shield of Arizona September 2013 - Present
First American Title June 2012 - August 2013
First American Title September 2008 - June 2012
NADG February 2004 - July 2008
ING Funds September 1999 - October 2003
Barclays Global Investors September 1998 - September 1999
Skills
Financial Analysis, Business Analysis, Process Improvement, Data Analysis, Investments, Social Media, Corporate Finance, ROI Optimization, Finance, Financial Reporting, Project Management, Accounting, Building Relationships, Hyperion Enterprise, Budgets, Forecasting, Account Reconciliation, General Ledger, Variance Analysis, Journal Entries, Financial Statement..., Social Networking, Social Media Marketing, Project Portfolio..., Monthly Close, P&L, ERP, Management, Cost Accounting, JD Edwards, Knowledge Discovery, SharePoint, Internal Controls, Mergers & Acquisitions, Cash Management, Sarbanes-Oxley Act, Consolidation, Treasury Functions, Real Estate Development, Data Mining, Analytics, Oracle, Mutual Funds, ETFs, Business Intelligence, Reporting Metrics, Technical Analysis, Analysis, Financial Modeling, Hyperion
Education
University of Phoenix 2002 — 2004
MBA
Arizona State University 1990 — 1995
BS, Quantification and Statistical Analysis as part of History degree
DynCorp International June 2013 - Present
DynCorp International July 2011 - June 2013
Enterprise Rent-A-Car June 2006 - April 2011
Enterprise Rent-A-Car March 2004 - May 2006
Enterprise Rent-A-Car April 2002 - February 2004
Investors Bank & Trust May 2001 - March 2002
Barclays Global Investors October 2000 - May 2001
Fidelity National Title September 1997 - October 2000
Skills
Accounting, Finance, Accounts Payable, General Ledger, Financial Analysis, Accounts Receivable, Forecasting, Account Reconciliation, Cost Accounting, Financial Accounting, Internal Controls, Business Development, Financial Statements, Variance Analysis, Lean Six Sigma Green..., Accruals, Analysis, Auditing, Budgets, Cash Flow, Financial Modeling, Managerial Finance, P, Process Improvement, Payroll, QuickBooks, Sarbanes-Oxley Act, Six Sigma, Strategic Financial..., Internal Audit, Financial Planning
Education
University of the Pacific - Eberhardt School of Business 1996 — 1997
Masters, Business Administration
California State University-Chico 1993 — 1996
Bachelors, Business Administration; Accounting
STEP INTO MY SOLE FOUNDATION Inc. January 2012 - Present
Union Bank of California November 2008 - February 2009
Barclays Global Investors October 2007 - August 2008
GMN Capital L.P. September 2006 - June 2007
Mellon Capital Management March 2006 - September 2006
Investors Bank & Trust 2002 - 2005
Thomas Weisel Partners February 2000 - November 2001
Skills
Fixed Income, Securities, Trading, Mutual Funds, Financial Services, Bonds, Investments, Strategic Planning
Education
California State University-East Bay
B. A., Communications
Chevron January 2012 - Present
BlackRock January 2011 - January 2012
Silicon Valley Bank March 2010 - December 2010
BlackRock April 2009 - March 2010
Federal Home Loan Bank of San Francisco July 2008 - December 2008
Barclays Global Investors October 2006 - June 2008
Wells Fargo June 2003 - October 2006
Charles Schwab August 2000 - December 2002
Skills
Business Process..., Vendor Management, Project Management, IT Project & Program..., Communication, Team Building, Change Management, Problem Solving, Business Analysis, Business Process, Cross-functional Team..., Integration, Leadership, Management, Outsourcing, PMO, Process Improvement, Program Management, Project Planning, Project Portfolio..., Quality Assurance, Risk Management, SDLC, Strategy, Testing, Training
Education
California State University-Hayward - School of Business and Economics
BS, Finance
Serra High
SHAMPOO March 2000 - Present
BlackRock December 2009 - August 2010
Barclays Global Investors July 2005 - December 2009
The Boston Consulting Group July 2000 - July 2005
Massachusetts Institute of Technology January 1998 - June 2000
Skills
Microsoft Office 2007, Word, PowerPoint, Concur, HTML, Access, PDA, Database Administration, Database Management, Network Administration, Microsoft Word, Editorial, Proofreading, Creative Writing, Research, Newsletters, Teaching, Database Admin, Administrative..., Public Speaking, Event Management, Outlook, Event Planning, Office Management, Adobe Acrobat, Microsoft Publisher, Nonprofits, Editing, Fundraising, Blogging, Invoicing, Technical Writing, Community Outreach, Social Media Marketing, Grant Writing, Copywriting, Social Media, Social Networking, Calendaring, Microsoft Excel, Magazines, Facebook, Copy Editing, Publishing, Customer Service, Writing, Publications
Education
Bowling Green State University 1991 — 1992
MA, Theater
Hendrix College 1985 — 1989
Bachelor of Arts, Theatre Arts
TransPerfect March 2015 - Present
Transperfect Remote Interpreting March 2015 - Present
SolarCity December 2014 - April 2015
Monument Crisis Center January 2010 - November 2013
Brigham Young University September 2008 - August 2009
Barclays Global Investors July 2008 - August 2008
Namifiers, LLC October 2007 - April 2008
Skills
Fluent in Spanish,..., Fluent in Portuguese, Skilled in Italian and..., Advanced in Microsoft..., Experienced in..., Spanish, Marketing, Editing, Management, Program Management, Public Speaking, Recruiting, Strategy, Time Management
Education
Brigham Young University
BA, Spanish
Micron Technology March 2014 - Present
Micron Technology July 2013 - March 2014
Micron Technology October 2010 - July 2013
First American CoreLogic February 2007 - October 2010
Competitive Advantage Solution. November 2004 - February 2007
Barclays Global Investors September 2000 - October 2004
Skills
Demand Planning, Business Analysis, Microsoft Office, Financial Analysis, SAP, Microsoft Excel, Global Operations, Demand Supply Planning, Competitive Analysis, Pricing Strategy, Sales Operations, Analysis, Access, Strategic Pricing, Six Sigma, PowerPoint, Microsoft Word, Outlook, Pricing Analysis, German, Assyrian, Multilingual, English, AS400 system, CAPM, PMI, Micron, Project Management, Vendor Management, Salesforce.com, Strategic Planning, Pricing, Cross-functional Team..., Forecasting, Analytics, Sales, Management Consulting, Portfolio Management, Process Improvement, Finance, Data Analysis, Product Management, Risk Management, Strategy, Business Process..., Program Management, Business Development, Management, Product Marketing, Product Development
Education
Aspen University 2007 — 2009
Master of Business Administration (MBA), Finance, General, 3.8
CSU Sacramento 1997 — 1999
Bachelor's degree, International Relations/Business
Nipun Capital, L.P. June 2013 - Present
Nipun Capital, L.P. September 2012 - June 2013
BlackRock 2009 - January 2012
Barclays Global Investors 1997 - 2009
American Century Investments November 1995 - April 1997
American Century 1995 - 1997
Barra June 1991 - November 1995
Lexecon October 1988 - January 1991
Education
The London School of Economics and Political Science (LSE) 1987 — 1988
M.Sc., Economics
Brandeis University 1983 — 1987
B.A., Economics
Solomon Schechter
Zyme January 2013 - Present
North Beach Citizens March 2012 - June 2013
BlackRock September 2009 - January 2012
Barclays Global Investors January 2009 - September 2009
Conifer Securities June 2008 - January 2009
Assurant, Inc February 2004 - October 2007
ImageWare Systems, Inc. 2000 - 2003
CB Richard Ellis 1998 - 2000
Uniden 1997 - 1998
Skills
Product Marketing, Cross-functional Team..., Strategy, Brand Management, Lead Generation, Product Management, Event Planning, CRM, Marketing Communications, Program Management, Social Media, Corporate Events, Leadership, Marketing Strategy, Content Strategy, Project Management, Public Relations, Strategic Planning, Sales Messaging, Project Coordination, Trade Shows, Improving the Client..., Brand Awareness, Corporate Branding, Post Program Analysis, Speaker Management, Investor Relations, Collateral Design, Event Marketing, Project Delivery, Internal & External..., Brand Development, Website Development, Department Budgeting, Communication Training, Private Events, SEC filings, Trade Show Strategy, Sponsorship Programs, Brand Implementation, Brand Loyalty, Website Creation, Corporate Website..., Corporate Communications, Strategic Communications, Message Development, Content Marketing, International Programs, Online Community..., Community Management
Education
Arizona State University 1993 — 1997
Bachelor, Communication
Piedmont High School
Research Affiliates April 2015 - Present
BlackRock January 2012 - March 2015
BlackRock August 2009 - January 2012
Barclays Global Investors August 2009 - December 2009
Harvard Business School September 2007 - June 2009
The Harbus News Corporation 2008 - 2009
Yahoo! June 2008 - August 2008
Johnson & Johnson June 2003 - June 2007
Skills
Emerging Markets, Digital Marketing, Integrated Marketing, Product Development, Cross-functional Team..., Marketing Strategy, Customer Acquisition, P&L Management, Product Marketing, Digital Strategy, Market Analysis, Consumer Insights, Business Strategy, Product Strategy, Competitive Analysis, Online Advertising, Brand Development, Online Marketing, Product Launch, Social Media Marketing, Direct Marketing, Strategic Thinking, Marketing Communications, Go-to-market Strategy, Strategy Development, Segmentation, Marketing Management, Digital Media, New Business Development, Customer Experience, Strategy
Education
Harvard Business School 2007 — 2009
MBA, Business Administration
University of the Philippines 1999 — 2003
BS BA, Business Administration
Ateneo de Manila University 1986 — 1999
Performensation November 2012 - Present
BlackRock December 2009 - August 2012
Barclays Global Investors 2005 - December 2009
McKesson 2003 - 2005
ADP, ProBusiness Division 2000 - 2003
Lincoln Financial Advisors October 1997 - July 2000
Patches Media Development November 1994 - January 2000
URO Investments July 1992 - August 1994
Skills
Human Resources, Benchmarking, Leadership, Consulting, Job Evaluation, Performance Management, Job Analysis, Sales Compensation, Strategic Planning, Management Consulting, Job Descriptions, Total Rewards Strategies, Internal Communications, Market Intelligence, Quantitative Analytics, Performance Appraisal, Project Management, Financial Analysis, Microsoft Excel, Team Management, Forecasting, Executive Compensation..., Organizational Structure, Total Rewards, Base Pay Administration, Analytical Skills, Latin America, Team-oriented, Salary, Equity Valuation, Rewards Programs, Variable Pay Design, Business Advisory, Executive Pay, Compensation Structures, Employee Engagement, Compensation & Benefit, Training, Incentive Programs, Strategy, Management, Program Management, HR Transformation, Acquisition Integration, Talent Management, Teamwork, Succession Planning, Executive Management
Education
California State University-Sacramento 1994 — 1998
BS, Finance, Economics
Masse Capital Markets Consulting (MC)-Squared July 2015 - Present
CFA Exam Review Program, CFA Society of San Francisco December 2006 - Present
WaveFront Capital Management May 2013 - June 2015
CFA Society of San Francisco July 2009 - May 2015
Boom Talent Agency May 2012 - January 2015
AlphaShares / Baochuan Capital Management June 2007 - May 2013
Barclays Global Investors January 2001 - June 2007
Stafford/ TD 1996 - 2001
Timber Hill 1994 - 1996
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Portfolio Management, Bloomberg, Asset Allocation, Asset Management, Derivatives, Investment Strategies, Risk Management, Strategy, Options, Trading, Valuation, Financial Analysis, Mutual Funds, Emerging Markets, Private Equity, Corporate Finance, Fixed Income, Start-ups, Financial Modeling, Strategic Planning, Finance, Fire Eating, Teaching, Quantitative Analytics, Series 7, ETFs, Sickness Absence..., Economics, Cookies
Education
Santa Clara University 1999 — 2002
MBA, Business
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1993
Bachelors, Finance Major with concentration in Accounting and Mathematics
University of San Diego
Masters, MBA Study Abroad
Integral Ad Science March 2015 - Present
Independent Consulting April 2014 - Present
TIBCO Software August 2009 - March 2014
DataSynapse, Inc. (acquired by TIBCO Software) March 2000 - August 2009
Barclays Global Investors January 1998 - February 2000
FICO (Risk Management Technologies) June 1997 - December 1997
Bank of America April 1994 - January 1997
NASA Goddard Space Flight Center September 1990 - August 1993
Skills
Entrepreneurship, Software Development, SOA, Distributed Systems, Architecture, Cloud Computing, Strategy, SaaS, Enterprise Software, TIBCO, IT Strategy, Professional Services, Java, Business Intelligence, Agile Methodologies, Start-ups, Pre-sales, Enterprise Architecture, Solution Architecture, Mobile Devices, Middleware, Integration
Education
Brown University 1991 — 1993
Doctor of Philosophy (Ph.D.), Engineering Physics
Brown University 1989 — 1991
Master of Science (MS), Electrical Engineering
Brown University 1985 — 1989
Bachelor of Science (B.Sc.), Applied Math and Engineering (separate degrees)
Symphony Asset Management June 2009 - Present
Symphony Asset Management June 2005 - June 2009
Barclays Global Investors 2001 - 2004
Barclays Global Investors 1999 - 2001
Brown Brothers Harriman 1998 - 1998
Spear Leeds & Kellogg 1997 - 1997
Skills
Hedge Funds, Asset Management, Alternative Investments, Equities, Fixed Income, Investments, Securities, Mutual Funds, Derivatives, Bonds, Valuation, Due Diligence, Series 7, Prime Brokerage, Middle Office, Trading Systems, Loans
Education
Bryant University 1995 — 1999
Bachelor's degree, Finance & Computer Information Systems
Aristotle Capital Management, LLC September 2014 - Present
Martin Currie June 2013 - August 2014
Nuveen Investments/Tradewinds Global Investors, LLC 2008 - 2013
Nicholas Applegate 1999 - 2008
Barclays Global Investors 1996 - 1999
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Investment Strategies, Equities, Investment Management, Asset Managment, Portfolio Management, Investments, Mutual Funds, Fixed Income, Valuation, Securities, Series 7, Emerging Markets, ETFs, Investment Advisory, Series 24, Series 63, Institutional..., Financial Services, Endowments, Wealth Management, Portfolio Optimization, Fund Of Funds, Quantitative Investing, Separately Managed..., New Business Development, Non-profit Leadership, Treasury Management, Strategic Leadership, Bonds, Derivatives, Bloomberg, Asset Management, Options, Institutional, Equity Valuation, Institutional Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1988 — 1990
Master of Business Administration (MBA), International Finance
California State University-Fresno
Bachelor of Applied Science (B.A.Sc.), Electrical and Electronics Engineering
PwC January 2015 - Present
Ares Management 2014 - 2014
Capco 2012 - 2014
OneWest Bank 2011 - 2012
The Clorox Company January 2009 - December 2010
Barclays Global Investors January 2008 - December 2008
Wells Fargo 2001 - 2007
First Republic Bank 1998 - 2001
Skills
Risk Management, Financial Risk, Business Process..., Enterprise Risk..., Operational Risk..., Banking, Operational Risk, Risk Assessment, Internal Audit, Internal Controls, Credit, Project Management, Analytics, Auditing, Forecasting, Financial Modeling, Credit Risk, Financial Analysis, CRM, Portfolio Management, Basel II, AML, Financial Reporting, Sarbanes-Oxley Act, Mortgage Lending, Incident Management, Key Metrics, Loans, Credit Cards, Analysis, Financial Services, Loss Mitigation, Data Analysis, Operational Excellence, Income Statement, Underwriting, Strategic Financial..., IT Audit, SOX, Audit, Key risk indicators, Key Performance..., Profit & Loss Management, Risk and control..., Executive Reporting, Operational Risk..., Loss reporting, Management Consulting, M&A Due Diligence, Operational Due...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2005
MBA
Saint Mary's College of California
BS
Instituto Superior de Gestão
BS
ProUnlimited February 2013 - November 2014
Judicial Council of California - Administrative Office of the Courts November 2010 - July 2012
Verolita Software Solutions January 2010 - May 2011
City and County of San Francisco March 2008 - February 2009
Barclays Global Investors June 1999 - March 2008
First DataBank Inc., Hearst Corporation subsidiary, San Bruno, CA June 1998 - June 1999
West Portal Software Corporation, San Francisco, CA March 1996 - June 1998
University of California Extension – Continuing Education of the Bar, Berkeley May 1995 - February 1996
Skills
Visio, SharePoint, XML, HTML, Visual Basic, .NET, PeopleSoft, Project Management Tools, ADO, SDLC, Business Analysis, Agile Methodologies, Requirements Analysis, SQL, Software Project..., Requirements Gathering, Software Development, Integration, User Acceptance Testing, Vendor Management, Software Documentation, Business Process, Oracle, Microsoft SQL Server, Testing, Java, Quality Assurance, Analysis, Business Intelligence, Databases
Education
Executive Programs Real Estate School 2014 — 2015
Gomel'ski Dzjaržauny Universitet imja Franciska Skarany
MS
Fitbit August 2014 - Present
MitchelLake Onsite November 2012 - August 2014
Fillmore Search Group May 2012 - November 2012
BlackRock August 2006 - May 2012
Barclays Global Investors October 2008 - March 2010
Barclays Global Investors March 2007 - October 2008
Barclays Global Investors August 2006 - March 2007
Skills
Recruiting, New Business Development, Account Management, Customer Service, Leadership, Cold Calling, Management, CRM, Team Building, B2B, Negotiation, Staff Development, Series 7, Marketing, Series 63, Customer Relations, Sales, Program Management, E-commerce, Online Advertising, Enterprise Software, Sales Recruitment, Business Development, Strategy, Financial Services, Lead Generation
Education
California State University-Chico 2002 — 2006
Bachelor of Arts, Economics; major
University of the Pacific
The TCW Group June 2015 - Present
LAPD June 2009 - Present
Applied Insights April 1998 - May 2015
Oaktree Capital Management 1998 - May 2015
Leep Technology 1996 - 1998
Barclays Global Investors 1996 - 1998
Deloitte 1996 - 1996
Trust Company of the West 1993 - 1996
Skills
Fixed Income, Back Office, Business Analysis, Bloomberg, Equities, Asset Managment, Risk Management, Project Management, Portfolio Management, Investments, Derivatives, Program Management, Structured Finance, Investment Strategies, Leadership, Management, Asset Management, Project Planning, Financial Modeling, Alternative Investments, Hedge Funds, Trading, Trading Systems, Finance, Private Equity, Valuation, Investment Banking, Mutual Funds, Due Diligence, Investment Management, Mergers & Acquisitions, Securities, Financial Analysis, Team Building, Capital Markets, Financial Services, Series 7, Credit Derivatives, Analysis, Financial Risk
Education
California State University-Northridge 1988 — 1991
B.S., Business (MIS emphasis)
McMorgan & Company July 2012 - Present
BlackRock 2009 - July 2012
Barclays Global Investors October 2007 - December 2009
Investors Bank & Trust May 1999 - July 2007
Investors Bank May 1997 - May 1999
Sullivan & Worcester 1995 - 1997
Goodwin Procter 1993 - 1995
Simpson Thacher 1989 - 1993
Skills
ETFs, Mutual Funds, Securities Law, Asset Management, Investments, Taft-Hartley, Alternative Investments, Asset Managment, Corporate Law, Financial Services, Hedge Funds, Interpersonal..., Investment Management, Mergers & Acquisitions, Public Speaking, Securities, Securities Regulation, Corporate Governance, FINRA, Private Equity, Investment Advisers Act, Due Diligence, ERISA, Investment Advisory, Broker-Dealer, Investment Company Act, Legal Compliance, Fund Administration, Private Placements
Education
University of Chicago Law School 1986 — 1989
JD, Law
Brandeis University 1982 — 1986
BA, American Studies
SunGard Global Services August 2010 - Present
ByAllAccounts 2010 - 2010
Vestmark 2007 - 2009
Advent Software 2000 - 2007
Barclays Global Investors 1996 - 2000
Investors Bank & Trust 1993 - 1995
Boston Safe Deposit & Trust Company 1991 - 1993
Skills
Requirements Analysis, Trading, Enterprise Software, Troubleshooting, Wealth Management, Financial Services, Back Office, Business Analysis, Financial Risk, Management, Integration, Fixed Income, XML, Process Improvement, SDLC, Cross-functional Team..., Equities, Project Management, Security, SWIFT payments, Account Reconciliation, Product Management, Trading Systems, Corporate Actions, Portfolio Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MBA, Finance
Bentley University
Bachelor of Science, Finance
Grant Street Group April 2012 - Present
Grant Street Group January 2011 - March 2012
Grant Street Group March 2009 - January 2011
BGI October 2007 - February 2009
Barclays Global Investors January 2005 - September 2007
Fotango January 2001 - October 2004
Canon Europe 2003 - 2004
EDF January 1999 - December 2000
EDF October 1994 - December 1999
Marine Nationale July 1992 - June 1993
Skills
Software Development, Perl, MySQL, IT Strategy, SOA, Leadership, Software Design, System Administration, Team Building, Scalability, Agile Methodologies, Unix, Linux, SQL, XML, Sybase, Integration, Mac OS X, Java, Business Analysis, Subversion, Product Management, JavaScript, Web Applications, Databases, SDLC, Unix Shell Scripting, Open Source, Solution Architecture
Education
Arts et Métiers ParisTech - École Nationale Supérieure d'Arts et Métiers 1993 — 1994
Mastere
ECAM Lyon 1988 — 1992
Aramark Uniform Services July 2012 - Present
Merrill Lynch 2010 - 2010
Banc of America Investments 2002 - 2007
Bank of America 2001 - 2002
Citibank 2000 - 2001
Bank of America 1998 - 2000
Barclays Global Investors 1995 - 1998
Skills
Mortgage Lending, Credit, Investments, Portfolio Management, Series 7, Financial Services, Leadership, Banking, Sales, CRM, Competitive Analysis, Management, New Business Development, Salesforce.com, Finance, Customer Service
Education
Cal State Hayward 1991 — 1995
Bachelor of Science, cum laude, Business Administration, Finance
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.
BlackRock December 2009 - Present
Barclays Global Investors September 2007 - December 2009
Hotwire.com July 2005 - September 2007
IT Consulting June 1998 - June 2005
Education
CFA Institute 2007 — 2009
CFA Charterholder
Santa Clara University - Leavey School of Business 2006 — 2009
MBA, Finance
Oakland University 2001 — 2002
M.S, Computer Science and Engineering
Nagarjuna University 1994 — 1998
B.E, Mechanical Engineering
Stryker Orthopaedics May 2008 - Present
US Coast Guard 1996 - Present
Starbucks Coffee Company May 2006 - May 2008
Cisco Systems November 2000 - May 2006
Barclays Global Investors August 1999 - November 2000
Education
California State University-Hayward - School of Business and Economics 1997 — 1999
MBA, Finance
United States Merchant Marine Academy 1991 — 1995
Bachelor of Science (BS), Nautical Science/ Transportation
RelatedISG International Realty January 2015 - Present
RGM Consulting Group December 2008 - January 2015
Lipper, a Thomson Reuters Company July 2005 - November 2008
Barclays Global Investors October 1998 - December 2001
Fidelity Investments August 1990 - November 1997
Salomon Brothers June 1976 - September 1990
Skills
Sales, Financial Services, Marketing, Pensions, Consulting, Mutual Funds, Investments, Wealth Management, Investment Management, Retirement Services, Real Estate, Strategy, Leadership, Valuation, Mergers & Acquisitions, Strategic Financial..., Equities, Asset Management, Strategic Planning, Start-ups, Business Planning, Portfolio Management, Finance
Education
Columbia University - Columbia Business School 1974 — 1976
MBA, Money and Finanacial Markets
Bowdoin College 1970 — 1974
AB, American History, Magna Cum Laude
At Home with the kids and traveling with the family April 2015 - Present
BlackRock December 2009 - April 2015
Barclays Global Investors October 2000 - December 2009
McMorgan & Company 1998 - 2000
DLJ 1995 - 1998
Skills
Equities, ETFs, Investment Strategies, Trading, Capital Markets, Investments, Derivatives, Asset Management, Fixed Income, Financial Services, Hedge Funds, Mutual Funds, Alternative Investments
Education
City University of New York-Baruch College 1992 — 1996
LinkedIn May 2015 - Present
BlackRock August 2010 - April 2015
BlackRock December 2009 - August 2010
Barclays Global Investors January 2008 - December 2009
eBusiness Application Solutions October 2005 - January 2008
Barclays Global Investors April 2006 - December 2007
Pearson VUE October 2005 - March 2006
Skills
Project Management, Business Analysis, Test Planning, Agile Methodologies, SDLC, Agile Project Management, Software Project..., Integration, Management, Requirements Analysis, MS Project, Software Documentation, CRM, PMP, Project Planning, Fixed Income, Strategy, Databases, Test Management, Project Coordination, QTP, PMO, JIRA, Project Execution, Project Delivery, Project Initiation, Project Control, Quality Center, User Acceptance Testing, PMBOK, Project Implementation, Test Director, Clarity, Hadoop, Apache Kafka, Espresso
Education
Scrum Alliance
Certified Scrum Master (CSM)
Project Management Institute 2010 — 2015
Project Management Professional, Project Management, PMI's Project Management Professional (PMP)® credential
University of California, Berkeley 2008 — 2012
Project Management Certification, Project Mgmt, with Distinction
California State University-Northridge 2000 — 2005
BS, Finance
NCR Education Foundation 1996 — 1997
Diploma, Computer Science
Franklin Templeton Investments April 2015 - Present
Mitsubishi UFJ Financial Group / Union Bank April 2010 - September 2014
PMI Group, Inc. June 2008 - April 2010
Barclays Global Investors January 1999 - September 2007
The Charles Schwab Corporation June 1987 - December 1998
ABC Television January 1978 - January 1980
Skills
Marketing Communications, Advertising, Marketing, Brand Management, Editing, Creative Direction, Thought Leadership, Marketing Strategy, Social Media, Strategic Planning, Social Media Marketing, Integrated Marketing, Leadership, Messaging, Communication Training, Direct Marketing, Strategic Partnerships, Program Management, Strategy, Management
Education
San Francisco State University 1980 — 1983
M.A.
California State University, Fresno 1978 — 1980
BA
Canada Pension Plan September 2012 - Present
Canada Pension Plan April 2010 - September 2012
BlackRock December 2009 - April 2010
Barclays Global Investors December 2004 - December 2009
Charles Schwab & Co., Inc. 2000 - 2004
Skills
Portfolio Optimization, Quantitative Finance, Portfolio Management, Hedge Funds, Equities
Education
University of Pennsylvania 1995 — 2000
Phd, Mechanical Engineering and Applied Mechanics
Dartmouth College 1993 — 1995
MS, Engineering and Applied Science
California Institute of Technology 1991 — 1993
BS, Aeronautical Engineering
Bowdoin College 1988 — 1991
BA, Mathematics, Physics
Menta Capital LLC April 2007 - Present
Barclays Global Investors February 2001 - February 2007
Fair, Isaac & Co 1999 - 2001
ING Bank 1995 - 1998
Skills
Equities, Hedge Funds, Asset Management, Investments, Portfolio Management, Quantitative Finance, Equity Research, Portfolio Optimization, Investment Strategies, Quantitative Investing, Investment Management, Statistical Arbitrage, Financial Markets
Education
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2003
Evening MBA, Finance
Academia de Studii Economice din București 1992 — 1996
BS, Economics
University of Bucharest 1989 — 1994
BS, Mathematics
Viant Capital 2010 - 2013
Brand Karma 2009 - 2010
The Rubicon Project 2008 - 2008
Viant Capital 2005 - 2007
Barclays Global Investors 2004 - 2005
Lehman Brothers 2000 - 2003
Skills
Investment Banking, Valuation, Financial Modeling, Mergers, Financial Analysis, Business Strategy, Venture Capital, Entrepreneurship, Private Equity, Start-ups, Corporate Development, Business Development, Market Research, Due Diligence, Corporate Finance, Strategy, Acquisitions, M&A experience, Competitive Analysis, Investments, New Business Development, Mergers & Acquisitions, Finance, Strategic Partnerships, Capital Markets, Business Planning, SaaS
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Entrepreneurship/Entrepreneurial Studies
Tsinghua University 2008 — 2008
MBA Study Abroad
State University of New York at Binghamton 1996 — 2000
B.S., Finance, Math
West University Elementary PTO March 2012 - May 2014
UNICEF USA Advisory Council June 2009 - October 2013
Continuum Partners August 2004 - October 2005
Xcel Energy January 2001 - June 2004
Barclays Global Investors April 1998 - October 1999
Kalt, Rosen & Associates April 1997 - April 1998
Bear, Stearns & Co. Inc. September 1992 - September 1996
Skills
Event Planning, Strategy, Health Communication, Marketing Strategy, Product Management, Fundraising, Product Marketing, Product Development, Sales, Healthcare, Advertising, Marketing, Social Media, Strategic Communications, Research, Entrepreneurship, Marketing Communications, Public Relations
Education
Boston University 2009 — 2011
MS, Health Communications, 3.94
Michigan State University 1986 — 1990
Bachelor of Arts (BA), Business, History & English with a Prelaw Emphasis
University of Denver
Graduate Marketing Courses
University of California, Berkeley
graduate courses in finance and management
University of California, Los Angeles
Finance
University of Cambridge 1989 — 1989
Overseas Study Program, English Language and Literature, General
University of Texas School of Public Health 2015 — 2016
Graduate Certificate, Maternal and Child Health
Charles Schwab Investment Management May 2010 - Present
BlackRock January 2007 - May 2010
Barclays Global Investors February 2005 - December 2006
Union Bank of California 2001 - 2005
Accounting Solutions 1999 - 2000
ABN AMRO NV 1997 - 1998
Education
Bachelor, Economics/Accounting
California State University-Los Angeles
MBA, Finance
BlackRock December 2009 - December 2014
Barclays Global Investors February 2003 - December 2009
WFNIA October 1991 - February 2003
Skills
Fixed Income, Equities, Trading Systems, Derivatives, Sybase, Financial Services, Hedge Funds, SDLC, Securities, Back Office, Middle Office, Asset Management, Unix, Business Analysis, Corporate Actions, FX Options, SQL, Agile Methodologies, Capital Markets, Enterprise Architecture, Market Data, SWIFT payments, Trading, Collateral Management, Financial Markets, Settlement, Mutual Funds, Global Custody, Bloomberg, Payments, Electronic Trading, Business Process..., Messaging, Portfolio Management, Investment Banking, Business Process..., Asset Managment, Interest Rate..., Credit Derivatives, Integration, Swaps, Risk Management
Education
Brown University
BS Applied Mathematics
MIT Sloan School of Management July 2010 - Present
MIT July 1999 - Present
Barclays Global Investors 2008 - 2009
Skills
Due Diligence, Management Consulting, University Teaching, Teaching, Higher Education, Mathematical Modeling, Entrepreneurship, Data Analysis, Matlab, Statistics, Research, Business Strategy, Program Management, Lecturing, Strategy, Project Management, Strategic Planning, Simulations, Business Development, Market Research
Education
University of Iowa 1982 — 1986
Doctor of Philosophy (PhD)
Indian Institute of Management, Ahmedabad 1980 — 1982
Birla Institute of Technology and Science, Pilani 1974 — 1979
BE, Chemical Engineering
Delta Dental 2009 - Present
Charles Schwab March 2008 - December 2008
Charles Schwab (contractor) 2008 - 2008
FICO (Fair Isaac) 1999 - 2006
Bay Area Quality Assurance Association 1993 - 2005
BGI 1998 - 2000
Barclays Global Investors 1998 - 2000
Franklin Templeton Group 1993 - 1994
Charles Schwab 1986 - 1994
Bank of America 1979 - 1983
Education
Arkansas State University 1971 — 1974
The Institute of Internal Auditors Inc. 2013 - Present
The Golden 1, Credit Union July 2005 - Present
California State Automobile Association (AAA) June 2002 - July 2005
Barclays Global Investors March 2000 - June 2002
Pacific Life March 1997 - March 2000
Weyerhaeuser Realty Investors September 1996 - March 1997
Countrywide Home Loans November 1992 - September 1996
Skills
OFAC, Bank Secrecy Act, Certified Internal..., Investments, Enterprise Risk..., Internal Audit, Risk, SOX, Internal Controls, Risk Assessment, Risk Management, Compliance Audits, IT Audit, Banking, Fraud, Corporate Governance, COSO
Education
California Lutheran University 1992 — 1997
Master of Business Administration (MBA), Business
California Polytechnic State University-San Luis Obispo 1987 — 1992
Bachelor of Business Administration (BBA), Business Administration
Wendy Beller, self-employeed Realtor August 2009 - Present
Independent consultant September 2006 - February 2011
Barclays Global Investors January 1999 - July 2006
Education
California State University-Northridge
Bachelor of Science
AC Transit February 2014 - Present
AC Transit July 2012 - February 2014
AC Transit July 2011 - July 2012
Judicial Council of California - Administrative Office of the Courts February 2008 - September 2011
Public Health Institute March 2006 - February 2008
Safeway July 2005 - January 2006
UC Berkeley August 2003 - July 2005
Barclays Global Investors September 1999 - October 2002
Skills
Employee Relations, Performance Management, Project Management, Job Analysis, Benefits Administration, HRIS, PeopleSoft, Onboarding, Workforce Planning, HR Policies, Applicant Tracking..., Compensation Structure..., Compensation Structures, Career Development, Deferred Compensation, Employee Benefits, Human Resources, Job Evaluation, Labor Relations, Personnel Management, Recruiting, Training, Leadership, Employment Law, New Hire Orientations, Talent Management
Education
California State University-East Bay 2002 — 2004
MBA, Human Resources Management
University of California, Berkeley 1994 — 1998
BA, Social Welfare
Lowell High School
Bank of America March 2004 - Present
WilmerHale 1997 - 2004
Barclays Global Investors 1996 - 1997
Robertson Stephens & Company 1994 - 1996
Education
Boston University School of Law 1988 — 1991
JD
Smith College 1984 — 1988
Bachelor of Arts (B.A.)
State Street 2007 - Present
Investors Bank & Trust 2001 - 2007
Barclays Global Investors 2000 - 2001
Barclays Global Investors 1997 - 2000
ValliWide Bank January 1996 - July 1997
Skills
Financial Analysis
Education
California State University-Fresno 1989 — 1994
BS, Business Administration
BlackRock October 2014 - Present
BlackRock March 2008 - Present
Barclays Global Investors September 2004 - March 2008
Investors Bank and Trust February 2002 - September 2004
Skills
Portfolio Management, Operations Management, Operational Risk..., Global Investment..., Straight Through..., Business Strategy, Relationship Management, Risk Management, Strategic Partnerships, Asset Management, Alternative Investments, Middle Office, Securities Lending, Governance, Financial Risk, Strategy, Hedge Funds, Equities, Management, Mutual Funds
Education
San Francisco State University, College of Business 2005 — 2007
Master of Business Administration (M.B.A.), Business
California State University-Chico 1997 — 2001
Bachelors of Science, Business Adminstration
Alan Biller and Associates May 2009 - Present
Barclays Global Investors November 2007 - April 2009
HSBC, North American June 2002 - November 2007
Deloitte & Touche May 2000 - June 2002
Skills
Valuation, Manager Selection, Due..., Capital Markets, Investments, Asset Allocation, Investment Management, Mergers & Acquisitions, Manager Selection, Financial Analysis, Portfolio Managers, Management, Due Diligence, Equities, Finance, Portfolio Management, Analysis, Financial Risk
Education
Brigham Young University
MBA,BS
BlackRock January 2010 - Present
Barclays Global Investors October 2007 - September 2010
Barclays Global Investors February 2005 - September 2007
Education
Duke University - The Fuqua School of Business 1999 — 2004
PhD, Finance
Birla Institute of Technology and Science, Pilani 1990 — 1994
Masters, Management
LiveOps June 2010 - Present
FriendFinder Networks, Inc. June 2009 - June 2010
Nextrials, Inc. February 2009 - May 2009
NetApp October 2008 - February 2009
Google September 2007 - September 2008
Postini, Inc. August 2006 - September 2007
Barclays Global Investors September 2005 - August 2006
Skills
Apache, Agile Methodologies, JavaScript, Perl, MySQL, Ruby, Ruby on Rails, C++, CSS, Object Oriented Design, User Interface Design, CoffeeScript, Mod_perl, Scalability, CVS, Linux, Distributed Systems, Unix, REST, Software Development, Cloud Computing, SOA, Scrum, Bash, Git, SQL, Shell Scripting, Open Source, Python, Subversion, Software Engineering
Education
California State University-East Bay 2009 — 2012
Masters, Applied Mathematics
University of Calicut 1992 — 1995
B.Tech, Electrical and Electronics Engineering
Kendriya Vidyalaya 1984 — 1991
XII
Schools Financial Credit Union November 2009 - Present
Schools Financial Credit Union November 2009 - April 2010
Wells Fargo May 2005 - October 2009
MLO Products Inc January 2005 - April 2005
Ross Products / Abbott Labs July 2004 - December 2004
MLO Products June 2002 - July 2004
Barclays Global Investors May 2000 - June 2002
Pacific Coast Building Products 1995 - 2000
Education
University of California, Santa Barbara 1991 — 1994
BA, Economics
American River College 1989 — 1991
AA, Business
BCJ Financial Group 2001 - Present
Barclays Global Investors September 1997 - January 2001
Capcom March 1997 - September 1997
Skills
Insurance Services, Customer Service, Social Media, Business succession..., 401k rollover..., Tax-deferred investment..., Risk management
Education
Golden Gate University 1993 — 1995
Master of Business Administration (M.B.A.), Finance
California State University, Sacramento 1990 — 1992
Bachelor of Science (BS), Business Administration
Bank of New York Mellon January 2007 - September 2013
Masonic Grand Lodge of California January 2005 - December 2006
Strategic Investment Solutions 2002 - 2005
Barclays Global Investors 2000 - 2001
State Street 1995 - 2000
Skills
Asset Management, Financial Services, Securities, Portfolio Management, Fixed Income, Mutual Funds, Equities, Investments, Derivatives, Asset Allocation, Relationship Management, Series 7, Capital Markets, Hedge Funds, Business Development, Global Custody, Alternative Investments, Banking, Asset Managment
Education
Boston College
RP Consulting June 2014 - Present
Beacon Hill Staffing Group March 2014 - May 2014
Charles Schwab 2001 - 2013
Visa International 2000 - 2001
BofA 1999 - 2000
Dresdner Rosenberg Capital Management 1998 - 1999
Barclays Global Investors 1997 - 1998
Skills
Series 7, Portfolio Management, Vendor Management, Series 63, Series 24, Program Management, Investments, Wealth Management, Securities, Mutual Funds, Equities, Change Management, Asset Managment, Fixed Income, Asset Allocation, Integration, Management, Management Consulting, Asset Management
Education
California State University-Hayward - School of Business and Economics 1990 — 1991
MBA, International Finance - M&A
Brigham Young University 1985 — 1987
BS, Finance, Economics, Dance
BlackRock March 2006 - Present
Barclays Global Investors March 2006 - November 2009
Merrill Lynch July 2002 - March 2006
ABN AMRO Sage Corporation 2002 - 2004
Webgain July 2000 - July 2002
Symantec Corporation June 1997 - June 2000
Skills
Portfolio Management, Agile Methodologies, Software Development, Java
Education
The University of Texas at San Antonio 1992 — 1994
MS, Computer Science
Birla Institute of Technology and Science, Pilani 1988 — 1992
Bachelor of Engineering, Computer Science
Incentive Networks March 2014 - Present
EHE International March 2010 - April 2013
AKQA 2013 - 2013
DefenseWeb Technologies, Inc. August 2009 - February 2010
Barclays Global Investors June 2008 - August 2008
SmartStream Technologies July 2006 - August 2007
CGI December 2005 - July 2006
Synage March 2005 - December 2005
Skills
XML, jQuery, Design Patterns, MVC, Core Java, Ruby on Rails, Java, Java Enterprise Edition, MySQL, C#, Perl, PHP, Ruby, AJAX, Eclipse, Web Services, Software Development
Education
California State University-Long Beach 2007 — 2009
Masters, Computer Science
Shivaji University 2000 — 2004
Bachelors, Computer Science And Engineering
barclays global investors 1999 - 2001
Education
California State University-Northridge 1993 — 1997
Charles Schwab January 2001 - August 2015
Merrill Lynch January 1997 - December 1998
Barclays Global Investors June 1995 - January 1997
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Investments, IRAs, Defined Contribution, Financial Services, Securities, Pensions, Asset Allocation, Wealth Management, Investment Advisory, Series 63, Retirement Plan..., Estate Planning, Series 6, Investment Strategies, Defined Benefit, Risk Management, Relationship Management, ERISA, FINRA, Asset Management, Fixed Annuities, Management, Employee Benefits, Process Improvement
Education
California State University-Chico
BlackRock April 2014 - Present
BlackRock Solutions December 2009 - March 2014
Barclays Global Investors June 2008 - December 2009
Wells Fargo Home Mortgage February 2005 - May 2007
Skills
Business Analysis, Functional..., Technical Analysis, Product QA Management, Quality Management, Software Quality..., QTP, Test Planning, Offshore work management, Web Design, Web Development, Java, Spring, MVC Architecture, Web Services, JavaScript, jQuery, CSS, PL/SQL, Sybase, Unix Shell Scripting, Quality Assurance, Testing, Test Automation, Selenium, Oracle, CRM, JUnit, Software Documentation, SDLC, Agile Methodologies, SQL, Test Cases, Management, Requirements Analysis
Education
Lamar University 2003 — 2004
Master of Science, Industrial Engineering
Jb Institute Of Engineering and Technology 1998 — 2002
Bachelor's degree, Mechanical Engineering
St Anns High School 1984 — 1996
Barclays Global Investors February 2009 - Present
Visa Inc. August 2008 - December 2008
Stanford University March 2008 - July 2008
Scios Inc./a Johnnson & Johnson Company February 2001 - August 2007
VWR Scientific Products July 1996 - February 2001
Baxter Healthcare November 1990 - July 1996
Education
California State University-East Bay
BlackRock September 2007 - Present
Barclays Global Investors September 2007 - December 2009
Mellon Capital Management August 2001 - September 2007
Mellon Capital Management May 1999 - August 2001
Skills
Equities, ETFs, Bloomberg, Series 7, Series 63, Portfolio Management
Education
California State University-Hayward - School of Business and Economics 1996 — 1999
Bachelor, Business
State Street Vice PresidentFidelity InvestmentsFebruary 2012 - December 2013
Fidelity Investments January 2010 - February 2012
JPMorgan Chase May 2009 - December 2009
J.P. Morgan 2009 - 2009
Barclays Global Investors September 2008 - December 2008
Fidelity Investments (FPCMS) September 2007 - September 2008
State Street Bank June 2007 - August 2007
Investors Bank & Trust August 2006 - June 2007
Investors Bank & Trust September 2004 - August 2006
Investors Bank & Trust March 2002 - September 2004
Skills
Client Service, Fund Accounting, Middle Office, Trading, Conversions, Project Management, Program Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 2000
MBA, International Business
Bentley University 1988 — 1992
B.S., Economics - Finance
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
Volaris July 2010 - Present
Indigo Partners LLC June 2008 - Present
Barclays Global Investors June 2007 - September 2007
Equity Methods, LLC December 2005 - August 2006
Skills
Valuation, Private Equity, Investments, Equities, Emerging Markets, Derivatives, Financial Modeling, Financial Analysis, Due Diligence, Corporate Finance, Asset Managment, Mergers, Portfolio Management, Strategic Planning, Business Strategy
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
Arizona State University 2002 — 2005
Bachelor of Science (BS), Economics
Arizona State University 2002 — 2005
Bachelor of Arts (BA), Spanish
Brophy College Preparatory 1998 — 2002
Various May 2010 - Present
Flip Video / Cisco Consumer Products October 2009 - May 2010
Salesforce.com December 2007 - October 2009
Self-Employed January 2007 - December 2007
Hot Studio 2007 - 2007
Graphic Language 2003 - 2006
Barclays Global Investors January 2004 - July 2004
Montgomery Research July 2002 - January 2004
Education
University of California, Berkeley 2000 — 2002
Graphic & Interactive Design
University of California, Irvine 1995 — 2000
BA, Comparative Literature
California College of the Arts
Ongoing continuing education in design theory and practice
BlackRock December 2009 - Present
Barclays Global Investors November 2006 - November 2009
Old Mutual plc 2001 - 2006
KPMG 1996 - 2001
Skills
Enterprise Risk..., Asset Management, Financial Risk, Financial Analysis, Asset Managment, Auditing, Internal Audit, Risk Management, Due Diligence, Internal Controls
Education
Bryant University
BrightScope May 2015 - Present
Heyligers Consulting November 2014 - May 2015
BlackRock January 2014 - October 2014
BlackRock January 2011 - December 2013
BlackRock December 2009 - January 2011
BlackRock December 2008 - December 2009
Barclays Global Investors March 2001 - December 2008
Skills
Investments, Asset Management, Financial Services, Portfolio Management, Asset Managment, Financial Modeling, Strategy, Defined Contribution, Series 7, Asset Allocation, Mutual Funds, Alternative Investments, Hedge Funds, Investment Strategies, Investment Management, Equities, Fixed Income
Education
California Polytechnic State University-San Luis Obispo 1996 — 2000
BA, Communication
san dieguito high school
san dieguito high school
san dieguito high school
HSBC / Capital One September 2009 - December 2013
Chase March 2005 - September 2009
HSBC August 2001 - March 2005
Barclays Global Investors September 2000 - July 2001
Fleet Credit Card Services December 1997 - September 2000
Skills
Credit, Credit Risk, Basel II, Financial Risk, Portfolio Management, Operational Risk, Financial Analysis, Credit Cards, Recoveries, Collections, Authorization, Credit Card Fraud, REO, Foreclosures, Credit Line Management, New Account Origination, Credit Scoring, Statistical Modeling, Design of Experiments, Private Label Credit..., Loans, Fixed Income, Consumer Lending, Financial Services, Banking, Credit Analysis, Risk Management, Retail Banking, Financial Modeling, Operational Risk..., Enterprise Risk..., Payments, Predictive Modeling, SAS, Strategy, Relationship Management, Predictive Analytics, SAS programming, Risk Analysis, Lines Of Credit, Quantitative Analytics, Mortgage Lending, Mortgage Banking, Loss Mitigation, Private Label, Investment Banking, Analytics, Finance, Emerging Markets, Valuation
Education
Brigham Young University
MS Statistics, BS Statistics, Minor Business Administration
Barclays Global Investors March 2005 - Present
Capital Group March 2003 - March 2005
Silicon Valley Bank January 2000 - March 2003
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
Business
BlackRock Associate, Global Client GroupBlackRockMay 2010 - Present
Barclays Global Investors April 2008 - May 2010
The Contra Costa Times / Bay Area Newsgroup June 2006 - April 2008
Education
California State University-Chico 2001 — 2006
Mass Audubon March 2012 - Present
Woods Hole Oceanographic Institution July 2011 - November 2011
Woods Hole Oceanographic Institution August 2011 - August 2011
Woods Hole Oceanographic Institution June 2010 - September 2010
Barclays Global Investors July 1998 - January 2006
Skills
Research, Chemistry, Statistics, Environmental Awareness
Education
Kingston University 2009 — 2011
B.Sc. First Class Honors Marine & Freshwater Biology, Oceanography, Ecology, Comparative Physiology, Environmental Chemistry, Biochemistry
Graduate Level Courses Harvard Extension School 1998 — 1999
Graduate Level Oceans Environment, Environmental Management I, Environmental Management II
Bridgewater State College 1989 — 1993
B.Sc Management Science, Finance & Marketing with minor in Mathematics
Cornerstone Technologies 2010 - Present
Goodwin Enterprise Technology Solutions August 2008 - Present
Rhino Network Solutions July 2002 - Present
Mimosa Systems 2008 - 2008
Intervision Systems August 2003 - June 2006
HP Software February 2002 - July 2003
TIBCO Finance Technology April 1998 - September 2001
Barclays Global Investors January 1997 - April 1998
Education
University of Phoenix 1994 — 1996
Business Information Systems
California State Polytechnic University-Pomona 1979 — 1982
Electronics Engineering Technology
Silicon Valley Bank August 2015 - Present
BlackRock February 2015 - August 2015
BlackRock 2011 - January 2015
BlackRock 2007 - 2011
Barclays Global Investors 2005 - 2007
Barclays Global Investors 2003 - 2005
Self-Employed 2001 - 2003
Wells Fargo 1999 - 2001
Scudder Investments 1998 - 1999
Scudder Investments 1996 - 1998
Education
Bentley University
BS, Marketing
Fidelity Investments January 2013 - Present
Fidelity Investments September 2007 - December 2012
The Bostonian Group December 2001 - September 2007
Barclays Global Investors March 1999 - November 2001
mPower November 1998 - March 1999
Fidelity Investments March 1986 - November 1998
Skills
Financial Services, Business Development, Investment Advisory, Wealth Management, Management, Strategic Planning, Investment Management, Capital Markets, Employee Benefits, Public Speaking, Series 7, Series 24, Series 63, Alternative Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 1985
MBA, Finance and Accounting
Framingham State College
BS, Math and Science
Charles Schwab February 2007 - Present
UBS Wealth Management October 2004 - February 2007
Barclays Global Investors October 1999 - October 2004
Skills
Retirement Planning, Series 7, Investments, Finance, Capital Markets, Asset Allocation, Asset Management, Equities, Financial Analysis, Financial Planning, Fixed Income, Investment Strategies, Project Management, Securities, Series 63, Strategic Financial..., Wealth Management, Customer Service
Education
Brigham Young University
B.S., Finance, Business Management
Left Hand Art August 2005 - Present
Barclays Global Investors 2008 - 2008
American Academy of Ophthalmology 2005 - 2006
Wells Fargo Bank February 2000 - June 2004
Wells Fargo 1999 - 2004
Hearts of Space April 1998 - October 1998
Wired Magazine 1996 - 1998
Wired Magazine 1996 - 1998
Monster Cable September 1996 - November 1996
Skills
Art Direction, Corporate Identity, Typography, Creative Direction, Graphic Design, User Experience, Illustrator
Education
California Institute of the Arts 1980 — 1984
San Joaquin Delta College 1978 — 1980
Fine art, design
First Data Corporation August 2015 - Present
J.P. Morgan March 1998 - March 2015
Barclays Global Investors October 1993 - March 1998
Morgan Stanley April 1988 - October 1993
Skills
Marketing and Brand..., Sales Management, Executive Team Coaching, Client Relationship..., Client..., Diversity Champion
Education
Brigham Young University
L. Roy Papp & Associates LLP 2005 - Present
Banner Health 2003 - 2005
CVS Caremark Corporation 2001 - 2003
ING Funds 1999 - 2000
Barclays Global Investors 1996 - 1999
Skills
Financial Analysis, Financial Modeling, Investments, Equity Research, Valuation, Portfolio Management, Securities, Asset Management
Education
Arizona State University - W. P. Carey School of Business 2000 — 2002
MBA, Finance
Santa Clara University 1992 — 1996
B.S., Finance
Alight July 2015 - Present
CourseSmart November 2012 - April 2015
Heliodyne January 2010 - November 2012
is starting to look for the next opportunity while searching for the next surf spot. March 2009 - December 2009
Barclays Global Investors November 2007 - March 2009
Quantal International 2005 - 2007
Strategy Capital 2004 - 2005
Fisher Investments 2002 - 2004
TenFold 2000 - 2001
BARCLAYS GLOBAL INVESTORS 1996 - 1999
Skills
Finance, Financial Reporting, Accounting, Risk Management, Budgets, Auditing, Strategy, Investments, Process Improvement, Asset Management, Forecasting, Management, Portfolio Management, Hedge Funds, Alternative Investments, Cash Management, Asset Managment, Investment Management, Capital Markets, Mergers & Acquisitions
Education
California Culinary Academy 1999 — 2000
Certificate, Baking and Pastry Arts
San Francisco State University, College of Business 1988 — 1991
MBA, Accounting and Finance
San Francisco State University, College of Business 1982 — 1986
B.S., Accounting
Charles Schwab May 2014 - Present
BlackRock November 2010 - May 2014
Barclays Global Investors November 2006 - December 2009
Skills
Securities Lending, Equities, Fixed Income, ETFs, Hedge Funds, Bloomberg, Alternative Investments, Asset Management
Education
California State University-East Bay 2003 — 2005
Bachelor of Science, Business Administration - Marketing
Federal Reserve Bank of San Francisco November 2011 - Present
BlackRock December 2009 - November 2010
Barclays Global Investors December 2006 - December 2009
Tata Consultancy Services March 2003 - May 2006
Education
Bharathidasan University 1998 — 2002
B.E Computer Science
UC Berkeley
NA, Database Design and Datamodeling
RS Investments March 2014 - Present
BlackRock October 2012 - March 2014
BlackRock December 2009 - December 2012
Barclays Global Investors June 2006 - December 2009
MFS Investment Management September 2001 - June 2006
Skills
Alternative Investments, Hedge Funds, Pensions, Investment Management, Fixed Income, Equities, Defined Benefit, Defined Contribution, Foundations, Endowments, Investments, Pension Funds, ETFs, Asset Allocation, Asset Management, Business Development, Capital Markets, Derivatives, Investment Strategies, Portfolio Management, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
MBA
Villanova University 1995 — 1999
Round Table Pizza July 2007 - Present
Round Table Pizza January 2005 - June 2007
Round Table Pizza March 2002 - December 2004
Round Table Pizza November 2001 - February 2002
Barclays Global Investors January 2001 - October 2001
Barclays Global Investors July 2000 - December 2000
Liberty Financial February 1996 - April 2000
Education
California State University-Long Beach
Bachelor of Arts, Psychology
SVB Asset Management July 2013 - Present
Natixis Global Asset Management 2006 - 2013
Stone & Youngberg 2005 - 2006
Schwab Capital Markets 2003 - 2005
Barclays Global Investors 1995 - 2003
Skills
Bonds, ABS, MBS, Asset Management, Portfolio Management, Fixed Income, Trading, Capital Markets, Series 7, Mutual Funds, Electronic Trading, Investments, Credit, Securities, CMBS, Emerging Markets, High Yield, Bloomberg, Derivatives, Financial Risk, Money Market, Risk Management, Hedge Funds, Financial Structuring, Alternative Investments, Equities, Funding, Asset Allocation, Structured Products, Options, ETFs, Series 63, Investment Management, Separately Managed..., Investment Strategies, Financial Markets, Treasury
Education
Saint Mary's College of California 2010 — 2011
MS Finance, Masters Financial Analysis/Investment Management
California State University-Hayward 1991 — 1995
BS, Business Administration/Finance
Allstate January 2014 - Present
Van Riper Agency January 2014 - Present
Van Riper Equity Partners, Inc September 2013 - Present
XPO Logistics, Inc. May 2013 - August 2013
PLM Trailer Leasing February 2006 - April 2013
PLM Trailer Leasing February 2006 - June 2010
General Electric 2002 - 2006
Barclays Global Investors October 2000 - November 2002
California Federal Bank July 1997 - March 1999
Rollins Truck Rental and Leasing 1995 - 1997
Skills
Income Statement, Pricing, New Business Development, Sales Management, Account Management, Operations Management, Transportation, Sales Operations, Supply Chain, Solution Selling, Fleet Management, Strategic Planning, Forecasting, Team Leadership, Key Account Management, Marketing Strategy, Management, Customer Satisfaction, Inventory Management, Sales Process, Logistics, Trucking, Cold Calling, Purchasing, Transportation..., Sales, Truckload, Customer Service, Profit, Financial Analysis, Budgets, Coaching, Team Building, P&L Management, Contract Negotiation, B2B, Business Planning, Customer Retention, Selling, Marketing, Direct Sales, Cross-functional Team..., LTL, Negotiation, Business Development, Leadership, Strategy, CRM, Logistics Management, Process Improvement
Education
Arizona State University 1993 — 1995
BS of Science, Business
Blue Shield of California July 2014 - Present
BlackRock December 2009 - June 2014
Barclays Global Investors 1995 - December 2009
Wells Fargo Nikko Investment Advisors (WFNIA) 1994 - 1995
HARRIS DATA SERVICES CORPORATION 1992 - 1993
Fritz Companies 1991 - 1992
USAF 1989 - 1991
USAF 1983 - 1989
Education
California State University-East Bay 1981 — 1983
Chabot College 1979 — 1983
BlackRock February 2011 - Present
Barclays Global Investors June 2008 - January 2011
Serial System Ltd March 2006 - January 2008
CSA September 2005 - March 2006
Education
California State University-East Bay 2003 — 2004
MS, Computer Science
California State University-East Bay 2001 — 2003
BS, Computer Science
Adarsh
Larsen Wealth Management August 2007 - Present
Morgan Stanley March 1997 - August 2007
Barclays Global Investors March 1995 - March 1997
Patelco Credit Union December 1989 - March 1995
Education
California State University-Hayward - School of Business and Economics 1993 — 1995
B.S. Business Administration, Finance
Communication Training Dynamics August 2005 - Present
Cal Poly State University September 2002 - June 2015
Financial Engines August 1999 - April 2002
Merrill Lynch September 1997 - August 1999
Barclays Global Investors 1996 - 1997
Coopers & Lybrand August 1988 - June 1996
Skills
Public Speaking, Teaching, Investments, Marketing Communications, Strategic Communications, Editing, Internal Communications, Leadership Development, Management, Organizational..., Program Management, Business Communications, Employee Training, Project Management, Training, Human Resources, Leadership, Change Management, Strategy, Project Planning, Workshop Facilitation, Coaching, Microsoft Office, PowerPoint
Education
California Polytechnic State University-San Luis Obispo
BS, Social Sciences
California State University-East Bay
M.A., Communication
Morro Bay High School
high school
DST Output December 2008 - Present
Salu Inc. October 2002 - April 2004
Barclays Global Investors March 2001 - November 2001
The Money Store August 2000 - January 2001
U.S. Air Force July 1998 - July 2000
Skills
Unix, Solaris, Linux, Servers, DNS, Data Center, Software Development, Information Security, Networking, Windows, Programming, Quality Assurance, Help Desk Support, Agile Methodologies, XML, Perl, Java, SQL, Web Services, C#
Education
University of California, Davis 2006 — 2008
B.S., physics
American River College 2004 — 2006
Physics, 4.0
BlackRock December 2009 - Present
BlackRock (Barclays Global Investors) 2009 - December 2009
Barclays Global Investors December 2008 - December 2009
Barclays Global Investors August 1998 - November 2008
Tier Technologies April 1996 - August 1998
Corsoft Corporation January 1995 - March 1996
Unisys July 1989 - January 1995
Skills
Software Development, Sybase, Java, Unix, Perl, SQL, Agile Methodologies, Enterprise Architecture, SDLC, Linux, XML, ITIL, Unix Shell Scripting, Business Analysis, Shell Scripting, Integration, Enterprise Software, Oracle, Disaster Recovery, Requirements Analysis, Solaris, Software Engineering, Ant, Tomcat, UML, Databases, Apache, Distributed Systems, Design Patterns, Architecture, Database Design, JDBC, PL/SQL, Agile, Python
Education
California State University-Chico 1985 — 1988
BS, Computer Science, Minor Mathematics
BlackRock January 2012 - Present
BlackRock December 2009 - January 2012
Barclays Global Investors (acquired by BlackRock Dec-2009) February 2009 - December 2009
Barclays Global Investors August 2008 - January 2009
Barclays Global Investors January 2008 - July 2008
Barclays Global Investors May 2006 - January 2008
Skills
Asset Managment, ETFs, Forecasting, Financial Modeling, Budgets, Finance, Corporate Finance, Management
Education
Arizona State University 2001 — 2005
B.S, Finance
Arizona State University
Minor, Communications
BlackRock December 2009 - Present
Barclays Global Investors March 1993 - December 2009
Skills
Business Continuity, Business Continuity..., Risk Management, BS25999, Operational Risk..., Operational Risk, Incident Management, Disaster Recovery, Risk Analysis, Business Resilience, Risk Assessment, Crisis Management, ITIL, Enterprise Risk..., IT Management, Governance, Financial Services, Information Security, Financial Risk, Program Management, Equities, Infrastructure, Trading Systems, IT Audit, Vendor Management, Fixed Income, Business Analysis, Project Management, SDLC
Education
California State University-East Bay 1987 — 1990
BS, Finance
Northgate 1979 — 1983
FIS Group October 2012 - Present
Virtus Investment Partners 2003 - 2012
Barclays Global Investors 1999 - 2002
Bankers Trust Company 1993 - 1999
Mitsui Trust & Banking 1991 - 1993
Bank of New York 1988 - 1991
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Asset Allocation, Fixed Income, Investments, Portfolio Management, Investment Strategies, Sales Management, Direct Sales, Solution Selling, Pipeline Management, Sales & Marketing..., Strategic Prospecting, Prospecting New Clients, Experienced Sales..., Customer-focused Sales, P&L Accountability, Articulate Communicator, Experienced Change Agent, Pensions, Asset Management, Investment Management, Bloomberg, Fund Of Funds, Institutional..., Securities, Investment Advisory, Wealth Management, Financial Services, Investor Relations, Income Statement, Private Equity, Capital Markets, Bonds, Trading
Education
Boston University
Master of Business Administration (MBA), Finance Concentration
Gap Inc./GapTech October 2014 - Present
City and County of San Francisco- Police Department July 2011 - October 2014
StubHub August 2010 - July 2011
BlackRock December 2009 - August 2010
Barclays Global Investors May 2005 - December 2009
Moody's KMV April 2001 - June 2005
Skills
Mergers, Global Operations, Vendor Management, Business Process..., Process Improvement, ITIL, Mergers & Acquisitions, SharePoint, Strategy, Software Project..., IT Strategy, Outsourcing, Disaster Recovery, Agile Methodologies, System Deployment, Cloud Computing, Data Center, IT Service Management, Enterprise Software, Project Management, PMO, Management, IT Operations, Software Development, Project Delivery
Education
California State University-Monterey Bay 1994 — 1998
BA, Integrated Sciences and Technology
Investors Bank & Trust (SSB) May 2001 - April 2006
Barclays Global Investors November 1986 - April 2001
Skills
Investments, Hedge Funds, Investment Management, Asset Allocation, Bloomberg, Settlement, Financial Markets, Trading Systems, Securities, SDLC, Capital Markets, Financial Risk, Fixed Income, Portfolio Management, Mutual Funds, Financial Services, FX Options, Securities Lending, Asset Management, Equities, Investment Strategies, Mergers & Acquisitions, Financial Modeling, Business Analysis, Risk Management, Derivatives, Investment Banking, Alternative Investments, Asset Managment, SWIFT payments, Middle Office, ETFs, Corporate Actions, Cash Management, Trading, Back Office, Payments
Education
California State University-Chico 1978 — 1979
BS, Business/Accounting
Visa October 2011 - Present
Barclays Global Investors August 2007 - February 2009
Kaiser Permanente October 2005 - May 2007
Kaiser Permanente 1989 - 2005
Education
California State University-East Bay
BS, Biological Science
Victoria 1522 Investments, LP October 2009 - September 2014
SCM Advisors LLC May 2006 - December 2008
Barclays Global Investors July 2004 - May 2006
Fragomen, Del Rey, Bernsen & Loewy July 1999 - March 2003
Education
California State University-Long Beach
Bachelor of Science (BS) Business Administration, Marketing
BlackRock July 2011 - Present
BlackRock December 2009 - July 2011
Barclays Global Investors October 2005 - December 2009
Skills
Hedge Funds, Asset Management, Alternative Investments, Investments, Derivatives, Strategy, Capital Markets
Education
University of Miami School of Law 1988 — 1991
JD, Law
American University 1983 — 1987
BSBA, Finance
Waddell & Reed June 2011 - Present
Piper Jaffray May 2010 - August 2010
Seneca Capital Management December 2006 - December 2008
Seneca Capital Management January 2005 - February 2006
Barclays Global Investors 2006 - 2006
Natixis Global Associates March 2000 - December 2004
Jurika and Voyles 2000 - 2004
Skills
Equity Research
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Accounting, Finance
Bates College
Bachelor of Arts, Economics
Bank of America December 2013 - Present
Bank of America May 2011 - November 2013
Bank of America February 2008 - April 2011
Barclays Global Investors November 2006 - February 2008
Tata Consultancy Services August 2001 - October 2006
Skills
SDLC, Oracle, SOA, Java, Enterprise Architecture, SQL, Integration, Unix, Solution Architecture, WebLogic, XML, PL/SQL, DB2, Spring Framework
Education
Andhra University 1997 — 2001
Bachelor of Engineering, Electrical and Electronics Engineering
Rand Labs January 2008 - Present
Moon Capital September 2011 - August 2013
GMN Capital September 2006 - December 2007
GSA Capital November 2004 - October 2006
Barclays Global Investors May 2000 - September 2004
Education
Columbia University - Columbia Business School 1995 — 2000
Ph.D., Financial Accounting/Cap Mkts Focus
Brigham Young University 1989 — 1995
BS/MA, Major: Accounting Minor: Economics
BlackRock Financial Management February 2008 - Present
Barclays Global Investors February 2008 - Present
Capgemini 2002 - 2008
Altosys Software Technologies 2000 - 2002
Skills
Calypso, Derivatives, Fixed Income, Java Enterprise Edition, SDLC, SQL, Software Project..., Sybase, Trading Systems
Education
Bharathidasan University 2002 — 2004
MBA, Business Administraction
Bharathidasan University 1995 — 1998
MCA, Computer Application
St.Joseph's College and Higher Secondary School 1991 — 1994
BSC, Mathematics
Ernst & Young July 2012 - July 2014
Ernst & Young February 2010 - June 2012
BlackRock June 2009 - January 2010
Barclays Global Investors June 2007 - January 2010
Monteiro Lab 2005 - 2006
Skills
Fixed Income, Hedge Funds, Equities, Bloomberg, Investments, Capital Markets, Emerging Markets, Financial Modeling, Asset Managment, Due Diligence, Alternative Investments, Portfolio Management, Finance
Education
Stanford University Graduate School of Business 2015 — 2016
Master’s Degree, Sloan Fellow
University at Buffalo 2005 — 2007
Master, Economics
Beihang University 2001 — 2005
Bachelor, Aerospace Engineering
Home January 1997 - Present
Taylor Street Apartments, SF April 1997 - August 2001
Barclays Global Investors 1995 - 1997
Education
Brigham Young University 1990 — 1994
BS, Business Finance
State Street July 2007 - Present
Investors Bank & Trust May 2001 - July 2007
Barclays Global Investors January 2000 - May 2001
Skills
Fixed Income, Securities Lending, Money Market Funds, Derivatives, Swaps, Hedge Funds, Fund Administration, Corporate Actions, Bloomberg, Mutual Funds, Securities, Middle Office, Global Custody, Alternative Investments, Asset Management
Education
CSU Chico
Bachelor of Science, Business Administration - Finance