Brandes Investment Partners
Industry: Company
DescriptionBrandes Investment Partners is an investment advisory firm, managing assets for institutional and private clients worldwide. It was founded by Charles Brandes in 1974. Founded: 1974 Parent organization: Brandes Worldwide Holdings, L.P. Subsidiaries: Brandes Investment Partners & Co.,
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Brandes Investment Partners Employees
Cox Automotive Inc. October 2013 - Present
Brandes Investment Partners March 2004 - July 2013
Washington Mutual April 2003 - December 2003
National Realty Trust August 2000 - December 2002
Hotel Information Systems January 1999 - August 2000
Disneyland Resort June 1989 - January 1999
Skills
Software Documentation, Troubleshooting, SQL, Integration, Disaster Recovery, Microsoft SQL Server, Databases, Data Center, SDLC, Windows Server, Vendor Management, Software Installation, Quality Assurance, Process Improvement, Windows, Database Design, Leadership, Unix, Visio, Customer Service, Help Desk Support, Application Support..., Customer Support, Analysis, Professional..., Social Skills, Social Networking, Social Communication, Multi Tasking, Computer Operations, Software Quality..., Workflow, Trading Systems, Application Support, IT Infrastructure..., IT Operations, Computer Network..., Application Support..., VMware, Access, System Administration, Technical Support, Training, Business Process, Windows 7, Back Office, Management
Education
California State Polytechnic University-Pomona
Business Administration, Computer Information Systems
Charter Oak High School, Covina, California 1983 — 1987
High School Diploma, College Preparation
SD Foreclosed Cleaning August 2010 - Present
Tetra Tech EC, Inc. September 2006 - May 2013
Design Line Interiors January 2006 - August 2006
Brandes Investment Partners 2001 - 2005
Skills
Purchasing, Outlook, Excel, Word, Budgeting, Cost Analysis, Negotiation, Administration, Database Administration, Access, Organizing, Order Processing, Change Orders, Procurement, Budgets, Training, Contract Management, Microsoft Excel, Invoicing, Accounting, Analysis
Education
Ashford University 2011 — 2014
Associate of Arts (AA), Business Administration, Management and Operations
San Diego City College 2007 — 2010
Associate of Arts (AA), Accounting
San Diego State University-California State University
Brandes Investment Partners April 2015 - Present
Skills
New Business Development, Selling, Real Estate, Accounting, Customer Service, Product Development, Equity Research, Financial Advisory, Retail, Teamwork, Research, Sales Operations, Series 7, Asset Management, Databases, Investments, Management, Investment Properties, CRM, Investment Strategies, Strategy, Wealth Management, Securities, Due Diligence, Portfolio Management, Analysis, Asset
Education
University of California, Irvine - The Paul Merage School of Business 2005 — 2007
Master of Business Administration (MBA)
Chapman University 1996 — 1998
BS
Tetra Tech June 2008 - Present
St. Mary's Hospital Foundation February 2007 - July 2008
Brandes Investment Partners 2005 - 2007
Brandes Investment Partners 2001 - 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Program Management, Access, Software Documentation, Policy, Fundraising, Auditing, Management, Administration, Teamwork, Analysis, Training, Project Planning, Data Analysis, Supervisory Skills, Employee Benefits, Time Management, Administrative..., Finance, Employee Relations, Human Resources, Data Entry, Process Scheduler, Leadership, System Administration, Office Management
Education
Boise State University
Colorado Mesa University
Alliant Insurance Services May 2015 - Present
Koranda Solutions September 2012 - Present
CRM Culture August 2014 - May 2015
Brandes Investment Partners January 2010 - August 2014
Brandes Investment Partners May 2001 - September 2010
Skills
.NET, ASP.NET AJAX, SQL Server, BizTalk, TFS, Kerberos, T-SQL, WPF, Root Cause Analysis, C#, JavaScript, IIS, Entity Framework, Data Modeling, ASP.NET MVC, jQuery, jQuery UI, AJAX, Agile Methodologies, ASP.NET
Education
Colorado State University 1997 — 2000
BS, Business Administration
Brandes Investment Partners 1999 - December 2014
Skills
Portfolio Management, Team Building, Mutual Funds, Asset Management, Budgets, Wealth Management, Investment Management, Asset Allocation, Investment Strategies, Fixed Income, Securities
Education
George Mason University
Bachelor of Business Administration (BBA)
Looking for new opportunities! July 2013 - Present
Brandes Investment Partners September 1997 - July 2013
Brandes Investment Partners 1999 - 2005
Brandes Investment Partners September 1997 - 1999
Cracker Barrel 1996 - 1997
Bath & Body Works 1992 - 1997
Skills
SharePoint, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Administrative Work, Investments, Managing Accounts, Training, Visio, Marketing Strategy, Process Improvement, Access, Sales, CRM, Marketing, Separately Managed..., Finance, Quality Assurance, Customer Service, Data Analysis, Wealth Management, Recruiting, Leadership, Series 7, Portfolio Management
Education
Indiana State University 1995 — 1996
Criminology
IUPUI 1994 — 1995
Brandes Investment Partners December 2013 - Present
Ashtanga Yoga Confluence, Inc. January 2011 - Present
I Design January 2000 - Present
Greenhaus October 2009 - November 2013
Nuera Communications 2001 - 2003
Di Zinno Thompson 1999 - 2001
Skills
Creative Direction, Graphic Design, Email Marketing, Social Media, SEO, Branding & Identity, Advertising, Print, Web Design, Packaging, Graphics, Marketing Communications, Direct Mail, Brochures, Logo Design, Newsletters, Creative Strategy, Art Direction, Marketing, Brand Development, Corporate Identity, Corporate Branding, Interactive Advertising
Education
University of California, San Diego 1998 — 2010
Certificates, Photoshop, Illustrator, InDesign, Quark, Dreamweaver, Flash, HTML and CSS
California State University-Long Beach 1996 — 1998
Bachelors of Science, Business Administration, Business Marketing
Home of Guiding Hands May 2014 - Present
American Cancer Society Relay for Life 2009 - 2014
Brandes Investment Partners 1996 - 2003
Skills
Event Planning, Fundraising, Non-profit Volunteer, Project Coordination, Creative Problem Solving, Outstanding..., Organization, Marketing, Graphic Design, Interior Design
Education
Art Institute of Colorado
Associate of Arts and Sciences (A.A.S.), Graphic Design
Art Institute of Colorado
Associate of Arts (A.A.), Graphic Design
BTIG, LLC April 2014 - Present
Nelson Capital Management / Wells Fargo April 2011 - April 2014
Chandler Asset Management May 2009 - April 2011
JLF Asset Management January 2006 - October 2008
Brandes Investment Partners February 2005 - January 2006
Brandes Investment Partners July 2004 - February 2005
Skills
Series 7, Series 63, Trading, Equities, Hedge Funds, Bloomberg, Alternative Investments, Financial Modeling, Fixed Income, Investments, Securities, Asset Allocation, Financial Analysis, Microsoft Excel, Asset Management, Bonds, Excel
Education
Cornell University 2000 — 2004
Bachelor of Arts in Government
La Jolla High School
Brandes Investment Partners May 2014 - Present
Brandes Investment Partners May 2008 - May 2014
All Star 2006 - 2008
AMN Healthcare 2004 - 2006
L'Oréal 2000 - 2004
Cafe Intermezzo 1993 - 1999
Skills
Travel Logistics, Writing Skills, Administrative, Decision Making, Promoting Process..., Written Communication, Client Relationships, Meeting Management, Written & Oral..., Informing Others, Appointment Scheduling, Administrative Work, CRM, Event Management, Informer, Copywriting, Logistics, Recruiting, Business Revitalization, Management, Leadership, Budgets, Sales, Team Building, Marketing Communications, Analysis, Event Planning, Access, Marketing, PowerPoint, Strategic Planning, Team Leadership, Customer Service, Vendor Management, Microsoft Excel, Training, Social Media Marketing, Newsletters, Business Development, Project Management, Online Marketing, Proposal Writing, Retail, Social Media, Human Resources, Social Networking, Marketing Strategy, Negotiation, Advertising, New Business Development
Education
Kennesaw State University
B.A. English, B.A. French
Brandes Investment Partners December 2003 - Present
Skills
Equities, Bloomberg, Trading, Equity Trading, Derivatives, Asset Management, Financial Markets, Options, Economics, Equity Research, Financial Modeling, Investor Relations, Private Equity, ETFs, Alternative Investments, Investment Advisory, Middle Office, Relationship Management, Securities, Portfolio Management, Equity Derivatives, Asset Allocation, Hedge Funds, Commodity, Series 7, Analysis, Venture Capital, Financial Analysis, Electronic Trading, Valuation, FX Options, Capital Markets, Mutual Funds, Wealth Management, Investment Banking, Investments, Bonds, Investment Management, Trading Systems, Separately Managed..., Value Investing, Investment Strategies, Series 24, Risk Management, Finance, Emerging Markets, Bloomberg Terminal, Fixed Income, FINRA
Education
James Madison University 2000 — 2001
Valley Forge Military Academy & College 1999 — 2000
University of Virginia 1998 — 1999
Brandes Investment Partners August 2014 - Present
MicroBusiness Mentors January 2012 - December 2013
Capital Group June 2013 - August 2013
IndustryPro January 2013 - May 2013
Beneficial Financial Group January 2012 - April 2012
Brigham Young University September 2011 - December 2011
The Church of Jesus Christ of Latter-day Saints August 2009 - August 2011
Skills
Spanish, Microsoft Excel, PowerPoint, Finance, Business Planning, Management, Investments, Leadership
Education
Brigham Young University 2008 — 2014
Master of Accounting
Hewlett-Packard May 2015 - Present
Lowe's Companies, Inc. August 2014 - March 2015
HD Supply May 2013 - August 2014
Liquid Partners June 2010 - May 2013
Hawaiian Airlines January 2009 - March 2010
Liquid Partners July 2003 - December 2008
New York Life Insurance Company November 1998 - October 2003
Walker Interactive Systems May 1996 - November 1998
Brandes Investment Partners November 1993 - May 1996
Allianz Global Investors / Nicholas Applegate November 1990 - November 1993
Skills
Management, Cross-functional Team..., Strategic Planning, Program Management, SDLC, Vendor Management, Business Analysis, Requirements Analysis, Leadership, PCI DSS, Process Improvement, Team Building, Project Management, Financial Services, Real Estate, Requirements Gathering, Marketing, Telecommunications, Entrepreneurship, Project Planning, Social Media, ERP, E-commerce, Analysis, Budgets, Small Business, New Business Development, Coaching, Investment Properties
Education
Northeastern Illinois University
B.S. w/Honors, Business / Finance
Brandes Investment Partners 1999 - Present
Morgan Stanley 1997 - 1999
Skills
Series 6, Managed Accounts, Mutual Funds, Investments, Asset Management, Customer Relations, New Business Development, Series 7
Education
Brigham Young University 1994 — 1997
BA, Communications Marketing/Public Relations
Metis Global Partners November 2013 - Present
Brandes Investment Partners February 2005 - November 2013
Jeffrey Slocum & Associates 2001 - 2005
American Skiing Company 2000 - 2000
Knight Financial Products 2000 - 2000
Skills
Equities, Financial Modeling, Investments, Emerging Markets, Valuation, Equity Research, Corporate Finance, Asset Allocation, Capital Markets, Private Equity, Investment Management, Investment Banking, Management, Equity Valuation, Hedge Funds, Bloomberg, Fixed Income, Investment Strategies, Alternative Investments, Value Investing, Asset Management, Market Analysis, Portfolio Management, Mutual Funds, Quantitative Analytics, Due Diligence, Trading, Securities, Options, Bonds, ETFs, Investment Advisory, Financial Markets, Wealth Management, Institutional..., Derivatives, Series 7, Performance Attribution, Series 63, High Yield
Education
Dartmouth College 1997 — 2001
AB, Economics
Stillwater High School 1993 — 1997
Wells Fargo Advisors April 2015 - Present
Peoria Chamber of Commerce September 2014 - Present
Principal Financial Group November 2013 - March 2015
Schwab Private Client Investment Advisory March 2011 - November 2013
Charles Schwab September 2008 - March 2011
Brandes Investment Partners April 2001 - July 2006
TD Waterhouse July 1999 - April 2001
Education
College for Financial Planning 2011 — 2011
AAMS, Accredited Asset Management Specialist
Point Loma Nazarene University 2003 — 2006
MBA, Business, Leadership
Southern Methodist University 1989 — 1993
BS, Economics w/ Finance Applications
LJHS
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase June 2014 - August 2014
Brandes Investment Partners 2012 - 2013
Brandes Investment Partners 2009 - 2012
Land Finance Group January 2009 - May 2009
Georgetown University 2006 - 2009
Navigant Consulting 2008 - 2008
Pfizer 2007 - 2007
Skills
Equities, Equity Research
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Georgetown University 2006 — 2009
Bachlor of Science in Business Administration, Finance, French minor
Georgetown University - The McDonough School of Business 2006 — 2009
Bachlor of Science in Business Administration, Finance
The Walt Disney Company July 2014 - Present
Comcast Corporation May 2013 - August 2013
Brandes Investment Partners August 2011 - August 2012
Brandes Investment Partners August 2008 - August 2011
Skills
Financial Modeling, Valuation, Equity Research, Equities, Bloomberg, Value Investing, Investments, Financial Analysis, Media, Strategy, Investment Banking, Emerging Markets, Corporate Development, Portfolio Management, Mergers & Acquisitions, Private Equity, Asset Management, Capital Markets, Equity Valuation, Due Diligence, Venture Capital, Corporate Finance, Fixed Income, Alternative Investments, Investment Management, Hedge Funds, Economics, Business Valuation, Competitive Analysis, DCF
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance, Strategic Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BS, Business Administration, Highest Distinction
Copenhagen Business School 2007 — 2007
The Chinese University of Hong Kong 2007 — 2007
Brandes Investment Partners March 2000 - Present
Scudder Kemper Investments March 1995 - March 2000
Kemper Financial Services October 1994 - March 1995
Skills
Chartered Financial..., Portfolio Management, Trading, Mutual Funds, Bloomberg
Education
Loyola University of Chicago 1995 — 1997
Master of Business Administration, Finance & Economics
Marquette University 1989 — 1993
Bachelor of Science, Finance
Brandes Investment Partners, LP January 2012 - Present
Brandes Investment Partners May 2000 - December 2011
Merrill Lynch 1998 - 2000
Morgan Stanley 1994 - 1998
Skills
Institutional Sales and..., Consultative Approach, Value Investing, International Equity..., Emerging Equity Markets, Global Equity Markets, Market Opportunities, Corporate Bond Markets, Behavioral Finance, Portfolio Construction, Asset Allocation, Equities, Portfolio Management, Investments, Investment Management, Investment Strategies, Finance, Investment Advisory, Alternative Investments, Mutual Funds, Series 7, Wealth Management, Financial Analysis
Education
Clemson University - College of Business and Behavioral Science 1988 — 1992
Bachelor of Science (BS), Marketing
LPL Financial October 2013 - Present
LPL Financial January 2013 - October 2013
Brandes Investment Partners April 2001 - November 2011
Nicholas Applegate May 2000 - April 2001
State Street August 1998 - April 2000
Skills
Problem Solving, Analysis, Microsoft Excel, Security APL, Equities, Outlook, Separately Managed..., Wrap Accounts
Education
Harvard College 1992 — 1996
Bachelor of Science (BS), East Asian Studies
Manulife Financial 2014 - Present
Condominium Corporation TSCC 1977 2009 - Present
Manulife Financial August 2013 - September 2014
Manulife Financial January 2012 - August 2013
Brandes Investment Partners February 2010 - December 2011
Toastmasters International February 2009 - December 2011
Brandes Investment Partners March 2007 - February 2010
Brandes Investment Partners March 2006 - March 2007
IA Clarington September 2005 - February 2006
State Street May 2005 - September 2005
Skills
Mutual Funds, Investments, Asset Managment, Portfolio Management, Financial Analysis, Strategic Financial..., Finance, Securities, Microsoft Excel, Strategic Planning, Business Analysis, Wealth Management, Analysis, Valuation, Banking, Budgets, Bloomberg, Customer Service, Leadership, Risk Management, Management, Business Strategy, Strategy, Process Improvement, Financial Services, Financial Planning, CRM, Business Development, Asset Management, Asset Allocation, Accounting
Education
Project Management Institute
PMP, Project Management
Humber College
Project Management
Brandes Investment Partners 2009 — 2009
Sales Mentorship Program
Chartered Financial Analyst Institute 2009 — 2009
CFA Level 1, Finance
University of Toronto 2008 — 2008
Marketing, Negotiation and Effective Communication
Investment Funds Institute of Canada 2006 — 2006
Operations, IFIC
Canadian Securities Institute 2005 — 2005
Canadian Securities Course, CSC
Goodman School of Business at Brock University
Bachelor of Business Administration, Finance
George Brown College
Culinary Arts
George Brown College
Wine Appreciation
Brandes Investment Partners June 2010 - Present
Skills
Application Lifecycle..., Architecture, Business Analysis, Configuration Management, Enterprise Architecture, Process Improvement, Product Development, Product Life Cycle..., Program Management, Project Management, SDLC, Software Development, Strategic Planning, System Architecture, User Experience Design, Agile, ASP.NET, BizTalk, C#, JavaScript, SQL Server, TFS, Visual Basic, Web Services, XAML, XML, XSLT, WPF, MVVM, Business Intelligence, SharePoint, Software Architecture, .NET, Scrum, Certified ScrumMaster, MVC, Microsoft SQL Server, Agile Methodologies, Product Lifecycle..., Web Development, Software Project..., CRM, Integration, VB.NET, Requirements Analysis, Database Design, SQL, IIS, WCF, Agile Project Management
Education
The George Washington University - School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Information Systems and Technology Management
Ben Gurion University 1994 — 1998
Bachelor of Science (B.Sc.), Industinal Engineering & Management
Mossenson 1988 — 1989
Herzlia 1978 — 1989
Towers Watson July 2012 - December 2014
SeamGen February 2012 - July 2012
Brandes Investment Partners November 2008 - December 2011
EDU Business Solutions 2007 - 2008
Premier Dealer Services 2004 - 2007
Macromedia, Inc. / eHelp January 2004 - June 2004
NASSCO February 2003 - January 2004
Unified Mailbox, Inc / Active Voice Corporation December 1999 - February 2003
IKON Office Solutions April 1998 - December 1999
Western Pacific Airlines August 1995 - February 1998
Skills
ASP.NET, XAML, Databases, C#, T-SQL, VB.NET, SQL, AJAX, Microsoft SQL Server, Human Resources, WCF, Visual Basic, HTML, Agile Methodologies, Training, Analysis, MVVM, C++, Testing, SDLC, ASP, Software Documentation, LINQ, VSS, Microsoft Office, Visual Studio, JavaScript, Software Development, WPF, TFS, Programming, Telerik Controls, Integration, Web Applications, DTS, Access, SharePoint, Entity Framework, SSRS, Scrum, Database Design, Java, .NET, Silverlight, C, Web Services, Quality Assurance, BizTalk, XML, Microsoft Excel
Education
UCSD Extensions 1991 — 2011
Certification, C# and VB.NET Certificates
University of Colorado 1994 — 1995
Various computer classes
Kansas State University 1988 — 1990
Computer Science
Cuyamaca College January 2012 - Present
Brandes Investment Partners April 1995 - December 2011
Brandes Investment Partners April 1995 - December 2011
Skills
Experienced Portfolio..., Valuation, Emerging Markets, Financial Analysis, Capital Markets, Due Diligence, Private Equity, Mergers, Trading, Brokers, Investor Relations, Microsoft Office, Microsoft Excel, Microsoft Word, SharePoint, Compass, Business, Customer Service, Ethics, Value Investing, Competitive Intelligence, Managing Key Accounts, Account Management, Risk Assessment, Corporate Actions, Performance Appraisal, Bloomberg Terminal, Financial Modeling
Education
Cuyamaca College 2010 — 2014
Ongoing course work towards B.S., Accounting and Business/Management
Grossmont College 2010 — 2014
Ongoing Course work towards degree
John Hancock Life Insurance Company September 2014 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - September 2014
Brandes Investment Partners February 2009 - May 2010
Brandes Investment Partners October 2005 - February 2009
Brandes Investment Partners August 2003 - September 2005
Brandes Investment Partners July 2001 - July 2003
Massachusetts Eye and Ear Infirmary November 1999 - September 2000
All Pro Personnel June 1995 - November 1999
MFS Investment Management August 1999 - September 1999
Boston Medical Center 1998 - 1999
Education
Marist College 1994 — 1998
BA, English
Austin Prep 1989 — 1994
High School
Chirotouch October 2013 - Present
Encore Capital Group November 2007 - September 2013
Brandes Investment Partners September 2003 - November 2007
Gateway October 2000 - April 2003
Proxicom January 2000 - October 2000
Price Waterhouse April 1996 - January 2000
Sun Microsystems January 1995 - March 1996
US White House November 1994 - January 1995
US House or Representatives September 1994 - November 1994
UM Administrative Computing June 1991 - August 1994
Skills
Program Management, Vendor Management, Process Improvement, Business Intelligence, Strategic Planning, Management Consulting, Cross-functional Team..., Business Process..., Business Analysis, Project Planning, Analysis, Strategy, Project Portfolio..., Team Building, Enterprise Software, SDLC, PMO, Management, CRM, Data Warehousing, Team Leadership, Software Development, Training, Integration, Business Process, Project Management, Software Project..., Product Management, Team Management, Leadership, Business Development, IT Strategy, Salesforce.com, Recruiting, Cloud Computing, Information Technology, Change Management, Agile Methodologies, Outsourcing, PMP, Executive Management, Quality Assurance, SharePoint, Resource Management, IT Management, Requirements Analysis, Enterprise Architecture, SaaS, Consulting, Mobile Devices
Education
Fielding Graduate University 2005 — 2008
PhD
University of Maryland College Park 1992 — 1995
MS
University of Maryland Baltimore County 1987 — 1991
BS
Project Management Institute
PMP
Flagship Cruises & Events August 2014 - Present
Xerox, MRC August 2011 - August 2014
Mr. Copy/ A Xerox Company October 2009 - August 2011
Gemaire Distributors June 2003 - November 2009
Avexus 2002 - 2003
Brandes Investment Partners 1998 - 2002
Skills
Microsoft Office, HTML, Photoshop, Maximizer, Great Plains, Lead Generation, Advertising, Marketing, Great Plains Software, Account Management, Team Leadership, Customer Satisfaction, Customer Service, Cold Calling, Customer Retention, Networking, New Business Development, Program Management, Sales, Sales Operations, Selling, Solution Selling, Management, Leadership, B2B, Direct Sales, Social Networking, Social Media Marketing
Education
California State University-San Marcos 1999 — 2001
Bachelor of Arts, Communications
Nationwide Financial May 2014 - Present
Brandes Investment Partners October 2000 - August 2013
HSBC 1998 - 2000
Wheat First Union 1995 - 1998
Moran and Associates 1993 - 1995
Ernst & Young 1992 - 1993
IBM 1988 - 1990
Skills
CFA, Asset Managment, Investments, Equities, Chartered Financial..., Mutual Funds, Portfolio Management, Alternative Investments, Asset Management, Business Development, Investment Management, Finance, Hedge Funds, Investment Strategies, Asset Allocation, Series 7, Wealth Management, Securities, Financial Services, Fixed Income, Management
Education
Columbia Business School
MBA
Tulane University - A.B. Freeman School of Business
Bachelor of Science in Management
SmartDrive Systems August 2014 - Present
Epsilon (Aspen Marketing Services) 2012 - 2014
Epsilon (Aspen Marketing Services) January 2012 - June 2012
Startup Consultant 2010 - December 2011
Brandes Investment Partners July 2004 - August 2010
Brandes Investment Partners 2008 - 2009
Websense, Inc. October 1999 - January 2004
Sun Microsystems December 1998 - November 1999
TriTeal Corp. 1995 - 1998
Pages Software March 1992 - April 1995
Skills
Software Quality..., Team Leadership, Software Engineering, Leading Change, SDLC, Software Project..., Process Improvement, Scrum, Cross-functional Team..., Start-ups, Strategic Planning, Business Process..., Team Building, Leadership, Change Management, IT Management, Start-up Consulting, Start-up Ventures, Small Business, Business Strategy, Hands-on leader, Management Consulting, Outsourcing, Agile Methodologies, Program Management, CRM
Education
Coleman University
BS, Computer information Science
Humboldt State University
BA, Biology
Brandes Investment Partners November 2012 - Present
Allianz Global Investors June 2009 - March 2012
Skills
Financial Analysis, Analysis, Financial Reporting, Data Analysis, Business Analysis, Forecasting, Competitive Analysis, Strategy, Finanzanalyse, Financial Modeling, Valuation, Private Equity, Accounting, Financial Writing, Copywriting, Marketing Communications
Education
Portland State University 2008 — 2009
Master of Science (MSc), Financial Analysis
Portland State University 2007 — 2008
Master of Business Administration (MBA), Finance
ESB Business School, Reutlingen University 2004 — 2008
Diplom Kauffrau, International Business
CVESD August 2011 - Present
TEKsystems August 2011 - June 2012
Brandes Investment Partners January 2010 - April 2011
Brandes Investment Partners LP June 2004 - December 2009
Brandes Investment Partners May 2000 - June 2004
Skills
.NET, ASP.NET, Agile Methodologies, Business Analysis, Business Intelligence, C#, Database Design, Databases, ETL, Microsoft SQL Server, SDLC, SQL, SSIS, SSRS, T-SQL, SharePoint, Visio, TFS, Visual Studio
Education
Coleman College 1998 — 2000
BS, Computer Information Science
San Diego State University-California State University 1993 — 1997
Biology
KPMG September 2011 - Present
GMO April 2007 - September 2011
Citisoft October 2005 - April 2007
GMO February 2003 - October 2005
Brandes Investment Partners January 2001 - February 2003
Prosum October 1998 - January 2001
Skills
Asset Management, Fixed Income, Management Consulting, Software Development, Investments, Equities, Asset Managment, Hedge Funds, Financial Services, Trading Systems, Derivatives, Information Technology..., Business Analysis, Project Management, Strategy, Portfolio Management, Vendor Management, Management, Capital Markets
Education
Boston University - School of Management 2003 — 2005
MBA
Allegheny College 1985 — 1989
BA
Franklin Templeton Investments September 2015 - Present
The Wharton School August 2013 - May 2015
Franklin Templeton Investments May 2014 - August 2014
Brandes Investment Partners August 2009 - August 2013
Mercer May 2008 - August 2008
The Church of Jesus Christ of Latter-day Saints August 2004 - August 2006
Skills
Financial Modeling, Valuation, Investments, Financial Analysis, Due Diligence, Spanish, Analysis, Equity Research, Bloomberg, Research, Data Analysis, Forecasting, Corporate Finance, Microsoft Excel, Leadership, Public Speaking
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Brigham Young University 2003 — 2009
Bachelor of Science (B.S.), Finance
Oceanside Art Walk May 2014 - Present
brigidparsons.com 2010 - Present
Oceanside Museum of Art April 2014 - August 2015
Oceanside Museum of Art March 2014 - August 2015
Oceanside Museum of Art September 2013 - February 2014
Bliss Interiors 2008 - 2010
Brandes Investment Partners 1993 - 2007
State of Georgia 1989 - 1992
Skills
Visio, Digital Photography, Portfolio Management, SQL, Microsoft Office, Agile Methodologies, IT Management, Database Design, Requirements Analysis
Education
Carnegie Mellon University 1985 — 1989
BS, Civil Engineering
University of Phoenix 1998 — 2003
MBA, Technology Management
MiraCosta College 2010 — 2012
AA, Digital Photography
Zen Cloud Technologies May 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. July 2011 - May 2015
Data Vision August 2009 - December 2010
ContextWeb May 2008 - July 2009
Barnes & Noble January 2007 - May 2008
Starwood Hotels & Resorts Worldwide, Inc. August 2006 - February 2007
Dorado 2006 - 2007
QuinStreet April 2005 - February 2006
Brandes Investment Partners 2001 - 2004
Skills
Salesforce.com, Apex Programming, SOQL, Visualforce Pages, Java, SQL, CRM, Team Leadership, Executive Management, Technology Consulting, Business Process Design, Web Services, Databases, Web Applications, Software Development, Agile Methodologies, SOA, REST, Distributed Systems, Hadoop, Core Java, J2EE, Hibernate, Java Enterprise Edition, Integration, Web Development, Oracle, Python, Mobile Applications, Scrum, Spring, XML, Agile, Ant, Apache, Unix, Open Source, Object Oriented Design, Application Development, JIRA, Cloud Computing
Education
University of California, San Diego 1997 — 2001
BA, Politcal Science, Computer Science, A
Coleman College 2001 — 2002
Associates Degree in Computer Science, Computer Science, A
Meketa Investment Group September 2015 - Present
Leve Fri, Inc. August 2013 - Present
WheelerFrost - Wealth Managers June 2015 - September 2015
Brandes Investment Partners January 2001 - December 2011
Brandes Investment Partners December 1999 - December 2000
Brandes Investment Partners May 1996 - December 1999
Skills
Porfolio Management, UMA, SMA, and..., Model Traded and..., Contract and..., Consultative Sales..., Market Positioning, Investment Philosophy, Managing Accounts, Investments, Portfolio Management, Philosophy, SMA, Positioning, Mutual Funds, Wealth Management, Relationship Management, Asset Management, Asset Allocation, Securities, Equities, Investment Management, Alternative Investments, Separately Managed..., Investment Strategies, Financial Advisory, Trading, Fixed Income, Valuation, Equity Valuation, Financial Modeling, Financial Services, Investment Advisory, Investor Relations, Equity Research, Derivatives, Equity Trading, Options, Bloomberg, Value Investing, Retirement Planning, Bloomberg Terminal, Trading Systems, Emerging Markets, Capital Markets, Financial Markets, Series 65, Corporate Actions, Bonds, Institutional..., ETFs
Education
Point Loma Nazarene University 2004 — 2006
MBA
San Diego State University-California State University 1993 — 1994
BS, Finance
Grossmont College 1989 — 1992
AA, Business Administration
Balboa Park Cultural Partnership December 2014 - Present
Brandes Investment Partners December 2011 - December 2014
Brandes Investment Partners August 2008 - December 2011
Color of Sound Productions November 2006 - June 2008
School of Communications, University of Panama January 2006 - June 2008
Skills
Video Production, Video Editing, Graphic Design, Video, Multimedia, Television, Sound, Social Media, Photoshop, Illustrator, Web Design, Facebook, Marketing, Website Development &..., Microsoft SharePoint CMS, Sitefinity CMS, Social Networking, SEO
Education
San Diego State University-California State University 2012 — 2013
Professional Certificate
Lindenwood University 2001 — 2002
Master of Art
Universidad Santa Maria La Antigua 1995 — 2000
Bachelor of Science
Phocas Financial Corp 2014 - Present
Macquarie Group 2014 - 2014
CLSA 2012 - 2014
Columbia Business School August 2010 - May 2012
Blue Ridge Capital October 2011 - December 2011
Brandes Investment Partners June 2011 - September 2011
FTI Consulting June 2006 - July 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Emerging Markets, Equity Research, Equities, Restructuring, Due Diligence, Corporate Finance, Private Equity, Investments, Investment Banking, Strategy, Management Consulting, Bloomberg, Capital Markets, Venture Capital, Mandarin, Cantonese, A Shares Analysis, CFA
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Value Investing Program
Nanjing University
Bachelor’s Degree, Finance - Transferred
Pepperdine University
Bachelor of Science (B.S.), Finance
The Urban Healing Center December 2013 - April 2015
LPL Financial December 2012 - July 2014
Brandes Investment Partners April 2009 - May 2012
Brandes Investment Partners September 2003 - March 2009
Brandes Investment Partners July 1998 - August 2003
Brandes Investment Partners October 1997 - June 1998
State Street October 1993 - June 1997
Massachusetts Port Authority June 1993 - October 1993
Skills
Employee Relations, Human Resources, California Law, Employment Law, Coaching, Performance Management, HRIS, Employee Benefits, Recruiting, Employee Engagement, Onboarding, Legal Compliance, Training, Policy, Management, Deferred Compensation, Personnel Management, Succession Planning, Leadership, HR Policies, Change Management, International Mobility, Employee Recognition, Interviews, Organizational..., Employee Training, Strategy, Benefits Administration, Talent Management, Talent Acquisition, Leadership Development, HR Consulting, Conflict Resolution, New Hire Orientations, Team Building, Technical Recruiting, Program Management, Applicant Tracking..., Job Descriptions, College Recruiting, Benefits Negotiation, Organizational Design, Organizational..., Workforce Planning, Career Development, FMLA, Job Analysis, Temporary Placement, Hiring, Internet Recruiting
Education
University of California, San Diego 2000 — 2003
Human Resource Management Professional Certification
Westfield State University 1989 — 1993
BA
Brandman University, Part of the Chapman University System
Brandman University, Part of the Chapman University System
Brandman University, Part of the Chapman University System
Brandes Investment Partners October 2013 - Present
Brandes Investment Partners August 1997 - September 2013
Beutel Goodman Capital Management April 1997 - July 1997
Coutts & Co. AG March 1995 - March 1997
Fayyaz & Co. July 1992 - February 1995
Ampex International Corp May 1990 - June 1992
St. Alphonsus Regional Medical Center September 1985 - September 1987
Great Western Pizza April 1980 - August 1985
Skills
Investment Management, Equities, Investments, Mutual Funds, Fixed Income, Investment Advisory, Accounting, Analysis, Bloomberg, Asset Allocation, Securities, Corporate Actions, Finance, Performance Attribution, Financial Services, Back Office, Derivatives, Performance Measurement, Fund Accounting, Alternative Investments, Banking, Leadership, Business Analysis, Valuation, Financial Analysis, Account Reconciliation, Management, Bloomberg Terminal, Equity Trading, Bonds, Equity Valuation, Financial Markets
Education
Baruch College, CUNY 1991 — 1994
Bachelor of Business Administration (BBA), Operations Management
Norwalk Community College 1988 — 1989
Finance, General, Dean's List
Boise State University 1982 — 1984
Realstir 2014 - Present
Protocol Wine Studio 2010 - Present
WineSellar & Brasserie 2006 - 2010
GUYserv 2004 - 2009
Brandes Investment Partners 1999 - 2005
Skills
Marketing Strategy, Event Planning, Customer Service, Business Planning, Wine Tasting, Wine, Sales Management, Sales, Marketing, Forecasting, Microsoft Excel, Budgets, Strategic Planning, Event Management, Winemaking, Social Media, Hospitality, Food, Microsoft Office, New Business Development, PowerPoint, Business Strategy, Microsoft Word, Team Building, B2B, Online Marketing, Online Advertising, C-Level Executive..., Social Networking, Direct Marketing, Web Content Management, Digital Marketing, Digital Media, Podcasting, Lead Generation, Lead Qualification, Trade Show Presentations, Relationship Management, Brand Management, Start-ups, Financial Reporting, Financial Planning, Financial Analysis, Market Research, Market Analysis, Email Marketing
Education
Cal State San Marcos
Bachelor of Science in Business Administration, Business (Accounting)
Boston Partners Asset Mgmt LP December 2014 - Present
Time off January 2013 - May 2014
Cerro Torre Partners April 2012 - November 2012
Greenwich High School August 2011 - November 2011
Deccan Value Advisors October 2004 - September 2009
Brandes Investment Partners June 1996 - June 2002
A.T. Kearney September 1995 - June 1996
William Blair and Company February 1992 - July 1993
Morningstar October 1990 - February 1992
Bowdoin College June 1987 - August 1987
Skills
Investments, Portfolio Management, Equity Research, Hedge Funds, Alternative Investments, Series 7, Securities, Equity Valuation, Value Investing, Business Strategy, Business Valuation, Research, Wealth Management, Start-ups, Entrepreneurship, Analysis, Finance, Equities, Valuation, Management, Financial Modeling, Emerging Markets, Asset Management, Financial Analysis
Education
Columbia University in the City of New York 2014 — 2014
Junior standing for second BA
St. John's College (NM) 2001 — 2002
MA, Liberal Arts
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance & Accoutning
Chartered Financial Analyst 1991 — 1994
CFA, Finance, General
Harvard University 1988 — 1990
AM, English & American Literature
Bowdoin College 1984 — 1988
AB, English & Religion
International School of Geneva 1978 — 1984
HSD, Languages, Sciences
Care.com August 2014 - Present
S&P Capital IQ February 2014 - Present
Brandes Investment Partners October 2011 - September 2013
Brandes Investment Partners October 2008 - October 2011
UBS September 2003 - October 2008
Skills
Series 7, Securities, Investments, Trading, Mutual Funds, Excel, Research, Bloomberg, Analysis, Factset, Morningstar, Thomson One, Market Research, Competitive Analysis, Investment Management, Asset Allocation, Series 63, Financial Markets, Product Management, ETFs, Separately Managed..., Performance Attribution, Bloomberg Terminal, Data Analysis, Investment Advisory, Wealth Management, Microsoft Excel, Equities, Alternative Investments, Investment Strategies, Portfolio Management, Asset Management, Fixed Income, Series 6, Bonds, Derivatives, Relationship Management, Equity Valuation, Finance, Portfolio Optimization, Stock Picking, Institutional..., Chartered Financial..., Equity Research, Value Investing, Financial Analysis, Financial Services, Private Equity, Hedge Funds, Thompson One
Education
Ashford University 2010 — 2011
MBA, Economics
Sacred Heart University 1999 — 2003
BS, Finance
Raken 2013 - Present
Acacia Living, Inc. 2008 - 2013
Brandes Investment Partners 2004 - 2008
Skills
Equities, Valuation, Financial Modeling, Hedge Funds, Investments, Finance, Financial Analysis, Due Diligence, Investment Management, Investment Strategies, Equity Research, Economics, Securities, Wealth Management, Series 65, Early-stage Startups, Lean Startup, Entrepreneurship, Management, Operations Management, Product Development, Mobile Product..., SaaS, Software Project...
Education
Tuck School of Business at Dartmouth Summer Bridge Program 2004 — 2004
Brown University 2001 — 2004
BA, Economics
Brandes Investment Partners January 2014 - Present
Brandes Investment Partners August 1997 - December 2013
Beutel Goodman Capital Corp. April 1997 - June 1997
Coutts Bank June 1995 - March 1997
Ampex International/Fayyaz & Co. May 1990 - May 1995
Skills
Portfolio Management, Investment Strategies, Investment Management, Equities, Fixed Income, Investments, Bloomberg, Mutual Funds, Financial Services, Business Analysis
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
BBA, Operations Management
Norwalk Community College 1988 — 1989
general studies, Business Administration and Management, General, 3.8
Boise State University 1981 — 1983
General Studies
Brandes Investment Partners September 2013 - Present
Brandes Investment Partners March 2012 - September 2013
NetREIT/Centurion Counsel September 2009 - February 2011
Acumen & Trust January 2008 - March 2009
Liberty Asset Management April 2007 - February 2008
QBE January 2005 - March 2007
Skills
Investments, Portfolio Management, Asset Managment, Wealth Management, Investment Strategies, Equities, Derivatives, Risk Management, Pensions, Investment Management, Financial Analysis, Hedge Funds, Mutual Funds, Alternative Investments, Fixed Income, Financial Modeling, Financial Markets, Microsoft Excel, ALM, Life Insurance, Bloomberg, Equity Research, Investment Advisory
Education
Kent at Canterbury 2003 — 2004
GDip, Actuarial Science
Dublin City University 1998 — 2002
BSc, Computer Applications
Aviation & Aerospace Co. November 2012 - Present
DeakDesign 2003 - Present
Harrah's Rincon Casino July 2011 - November 2012
THQ January 2011 - June 2011
Brandes Investment Partners June 2008 - May 2009
Emerald 2007 - 2008
Eve Selis Music Video 2004 - 2004
Consumer Fay Pilot Television show 2004 - 2004
Skills
Art Direction, Painting, Sketching, Set Design, Photoshop, InDesign, Illustrator, Layout, Logo Design, Photography, Dreamweaver, Image Editing, Posters, Graphics, Creative Direction, Brochures, Graphic Design, Illustration, After Effects, Corporate Identity, Typography, Web Design, Video Editing, Multimedia, Maya, Motion Graphics, Flyers, Premiere, 3D, Animation, 3D Modeling, Email Marketing, Flash, Final Cut Pro, Digital Illustration, QuarkXPress, Art, HTML, Vector Illustration, Storyboarding, Mac, User Interface Design, Image Manipulation
Education
Platt College 2010 — 2011
B.S. Media Arts, Multi Media/3D Animation
Platt College 2007 — 2008
Associate of Applied Science in Graphic Design, Graphic Design
Fashion Institute of Design & Merchandising 1987 — 1989
Associate of Arts, Fashion Design
Brandes Investment Partners June 2011 - Present
The Active Network February 2009 - June 2011
VSP May 2007 - February 2009
Wachovia June 2005 - May 2007
DST Innovis June 1995 - June 2005
ADP Dealer Services January 1986 - June 1995
Skills
Agile Methodologies, Software Quality..., Quality Assurance, Test Planning, User Acceptance Testing, Quality Center, Test Automation, SDLC, Management, QTP
Education
California State University Stanislaus 1982 — 1984
BA, Computer Information Systems
CAVU Enterprises Inc. April 2011 - Present
Brandes Investment Partners October 2013 - June 2014
Blue Cross Blue Shield of North Carolina April 2013 - October 2013
Blue Cross Blue Shield of North Carolina July 2011 - April 2013
Blue Cross Blue Shield of North Carolina November 2007 - July 2011
Avatech Solutions January 2006 - November 2007
Guru November 2004 - January 2006
Universal Computer Systems August 2002 - November 2004
Z57 Internet Solutions May 2000 - July 2002
Homecomings Financial May 1998 - March 2000
Skills
Business Analysis, Process Improvement, Program Management, Project Management, Vendor Management, Business Process..., SDLC, SharePoint, Change Management, Product Management, Team Leadership, Rational Requirements..., Rational Team Concert, Business Development, Business Strategy, Entrepreneurship, Requirements Development, Requirements Analysis, Requirements Gathering, Requirements Management, Product Requirements, Functional Requirements, Regulatory Requirements, New Business Development, Sales Management, Direct Sales, Sales Process, Sales Presentations, Strategic Planning, Agile Methodologies, Insurance, PMO, Business Intelligence, Integration, Analysis, Leadership, Enterprise Software, Business Requirements, Risk Management, Governance, Training, Project Delivery, Scrum, Business Process, Visio, Public Speaking
Education
Colorado State University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Chapman University 1995 — 1998
BSBA, Business/Finance
Brandes Investment Partners August 2013 - Present
Huntsman May 2013 - July 2013
Brigham Young University August 2012 - April 2013
Global Financial Advisors January 2011 - April 2013
Marriott International June 2012 - August 2012
Merrill Lynch Private Banking and Investment Group August 2011 - April 2012
Skills
Valuation, Leadership, Financial Modeling, Investments
Education
Brigham Young University
Finance
In Transition October 2013 - Present
Self December 2011 - Present
Brandes Investment Partners September 2006 - December 2011
Brandes Investment Partners September 2000 - September 2006
PSB Lending Corp. September 1997 - August 2000
Skills
Customer Service, Internal Departmental..., Problem Resolution, Record Keeping, Quality Control, Document Control and..., Financial Data Tracking..., Microsoft Office, Client Relations Skills, Problem Solving, Bookkeeping, Financial Analysis, Separately Managed..., Asset Management, Investment Advisory..., Fixed Income, Access, SharePoint, Risk Management, Investments, Analysis, Software Documentation, Portfolio Management, Mutual Funds, Accounting, Securities, Account Reconciliation, Equities, Asset Allocation, Wealth Management, Trading, Financial Services, Alternative Investments, Bloomberg, Bonds, Investment Strategies, Investment Management, Managing Accounts, Due Diligence, Series 6, Relationship Management, Management, Banking, Investment Advisory, ETFs, Equity Trading, Financial Modeling, Hedge Funds
Education
Palomar College 1983 — 1983
Psychology, 3.0
University of Nebraska at Omaha 1980 — 1980
Psychology, Business Administration
MiraCosta College 1979 — 1980
Psychology, Business Administration
Oceanside High School 1975 — 1979
General Education, High School/Secondary Diplomas and Certificates
Brandes Investment Partners July 2009 - Present
Brandes Investment Partners L.P. September 2007 - July 2009
Brandes Investment Partners L.P. July 2001 - September 2007
Scudder Weisel Capital LLC November 2000 - April 2001
Scudder Kemper Investments October 1998 - November 2000
Skills
Mutual Funds, Corporate Actions, Securities, Corporate Governance, Investments, Proxy Voting, Equities, Data Analysis, Investment Strategies, Financial Risk, Investment Management, Financial Services, Bloomberg, Emerging Markets, Financial Analysis, Asset Management, Portfolio Management, Fixed Income, Capital Markets, Financial Markets, Equity Research, Compliance, Bonds, SEC filings, Investment Policy..., Operational Risk..., Dividends, Socially Responsible..., ESG
Education
National University
MS, E-Commerce
Colorado Mesa University 1983 — 1989
BBA, Management
FPA September 2011 - July 2012
Harris Associates January 2004 - December 2010
Brandes Investment Partners March 2001 - December 2003
Skills
Equities
Education
Miami University 1997 — 2000
BS, Finance
Brandes Investment Partners January 2015 - Present
Brandes Investment Partners April 2012 - Present
Brandes Investment Partners October 2005 - April 2012
Brandes Investment Partners March 2003 - October 2005
Nicholas Applegate September 2001 - October 2002
Nicholas Applegate June 1999 - September 2001
Emerald Publications 1997 - 1999
Skills
Performance Attribution, SQL Server, Series 6, Asset Management, Portfolio Management, Investments, Mutual Funds, Performance Measurement, Investment Management, Investment Strategies, Series 63, FINRA, ETFs, Asset Managment, Alternative Investments, Finance, Analysis, Financial Services, Asset Allocation, Management, Microsoft SQL Server, Financial Analysis, Securities, Institutional..., Strategic Financial..., Equity Research, Equities, Derivatives, Financial Modeling, Hedge Funds, High Yield, CRM, Fund Accounting, Wealth Management..., Equity Trading, Wealth Management, Investment Advisory, Uniform Combined State..., Series 7, Equity Valuation, Valuation, Financial Markets, Fixed Income, Private Equity, Bonds, Bloomberg, Due Diligence, Options, Retirement Planning, Relationship Management
Education
University of San Diego 2005 — 2007
MBA, Finance
Georgetown University 1989 — 1993
Bachelor of Science, History
ResortCom International January 2012 - Present
Girard Solutions, Inc. November 2011 - Present
ResortCom International March 1999 - February 2012
ACCEL Technologies March 1995 - March 1999
Brandes Investment Partners 1993 - 1995
United States Navy 1985 - 1993
Skills
Security, Executive Management, Software Development, SaaS, Enterprise Software, CRM, Program Management, Networking, Servers, Management, Databases, SQL, Project Management, Leadership, C#, Web Services, Analysis, Team Building, Microsoft Exchange, Infrastructure, Visual Studio, Information Technology, IT Strategy, Windows, Virtualization, Cloud Computing, Integration, IT Management, Business Intelligence
Education
National University 1999 — 2001
BS, Computer Science
San Diego City College 1991 — 1999
AS, Information Systems
Brandes Investment Partners January 2000 - July 2013
Ibbotson Associates 1997 - 1999
Information Resources, Inc December 1993 - September 1997
Up With People 1989 - 1990
Skills
SharePoint, Illustrator, Social Media, Microsoft Excel, Investments, Graphic Design, Web Design, Annual Reports, Team Leadership, Mac, Photoshop, Advertising, Microsoft Office, Project Planning, HTML, User Interface Design, Social Media Marketing, Management, Marketing Strategy, Microsoft Word, Training, Marketing, Analysis, Visio, Copywriting, Information Architecture, Customer Service, Layout, Marketing Communications, Graphics, Project Management, Direct Mail, PowerPoint, Dreamweaver, Outlook, Online Advertising, Event Planning, Digital Media, Catalogs, Corporate Branding
Education
Columbia College Chicago 1991 — 1993
Design
Madison Area Technical College 1990 — 1991
Up With People 1989 — 1990
Portage Sr. High 1987 — 1989
Brandes Investment Partners September 2013 - Present
Tocqueville Asset Management September 2011 - September 2013
Ashfield Capital Partners, LLC 2010 - September 2011
Morgan Stanley Smith Barney 2003 - 2010
Fred Alger Management 1999 - 2003
MFS Investment Management 1997 - 1998
Skills
Mutual Funds, Alternative Investments, Series 63, ETFs, Separately Managed..., Series 7, Series 24, Series 65, External Wholesaling, RIAs (Registered..., Independent Broker..., Wire House Firms, Third Party Distribution, National and Key..., UITs, Sub-Advisory and..., Asset Allocation, FINRA, Financial Advisory, Financial Services, Investment Advisory, Investment Management, Investments, Portfolio Management, Securities, Unit Investment Trusts, Wealth Management
Education
University of Pennsylvania - The Wharton School 2005 — 2005
CIMA, Certified Investment Management Analyst
Boston University 1993 — 1997
BA, International Relations, Economics
SQA Solution 2007 - Present
Synarc 2007 - 2008
Genentech May 2005 - June 2007
Archetype Solution 2005 - 2005
Toyota Motor Sales 2004 - 2005
Brandes Investment Partners 2003 - 2003
Qiva 2001 - 2003
Capstan 2000 - 2001
thirdvoice 1999 - 2000
London Bridge RSI 1997 - 1999
Skills
Quality Assurance, Non-functional Testing, iPhone, QA Automation, Quality Center, ERP, SQL, Xcode, Performance Test..., .NET, Agile Testing, Automation, Black Box Testing, Bugzilla, C#, Data Warehousing, Databases, Functional Testing, Agile Methodologies, JIRA, JUnit, Java, Java Enterprise Edition, JavaScript, Linux, Load Testing, Manual Testing, Microsoft SQL Server, MySQL, Oracle, PL/SQL, Performance Testing, Software Quality..., Solaris, System Testing, Test Automation, Test Cases, Test Management, Test Planning, Software Documentation, Testing, User Acceptance Testing, Web Testing, Selenium, Scrum, QTP, Regression Testing, WinRunner, Perl, XML
Education
Moscow State Automobile and Road Technical Institute (State Technical University) (MADI) 1991 — 1993
Brandes Investment Partners April 1999 - June 2007
Reich & Tang Capital Mgmt August 1995 - April 1999
Skills
Equities, Valuation, Asset Management, Equity Research, Value Investing, Investments
Education
HEC Paris 2004 — 2004
University of Southern California - Marshall School of Business 2001 — 2004
MBA
University of Missouri-Columbia 1985 — 1989
BSBA
Dodge & Cox 2009 - Present
Column A September 2006 - August 2009
Charles Schwab March 2006 - September 2006
Brandes Investment Partners February 2005 - March 2006
MyVest October 2002 - August 2004
Deloitte Consulting September 2000 - October 2002
Skills
Fixed Income, Financial Services, Oracle, Data Warehousing, Portfolio Management, Financial Data..., Data Governance, Data Operations, Bond Pricing, Accounting System, SSRS, Databases, Investments, ETL, SharePoint, Trading Systems, Equities, Hedge Funds, Business Intelligence, Business Analysis, Strategy, Alternative Investments, Bloomberg, Asset Management, SDLC, Derivatives, Mutual Funds, Securities, Investment Management
Education
Lehigh University
BS, Computer Engineering
Usborne Books & More July 2015 - Present
Jamberry Independent Consultant January 2015 - Present
Apple September 2012 - January 2013
Brandes Investment Partners October 2010 - December 2011
Brandes Investment Partners July 2008 - October 2010
Brandes Investment Partners February 2008 - July 2008
San Diego Sheriff's Department November 2006 - January 2008
ZipSearch November 2005 - June 2006
Skills
Documentation, Databases, SQL, SQL Server, SharePoint, Prototyping, Taxonomy, Visio, Diagramming, Visual Studio, HTML, Mac OS X, Windows, Software Documentation, Microsoft SQL Server, Business Intelligence, CSS, Database Administration, Information Technology, Quality Assurance, Requirements Analysis, SDLC, SSRS, Software Project..., T-SQL, Technical Support, Technical Writing, Testing, Training, Troubleshooting, Architecture, Operating Systems, Software Development, Web Applications, OS X, JavaScript, Writing
Education
National University 2006 — 2007
B.S., Computer Science
University of California, San Diego 1999 — 2002
B.A., Political Science
Brandes Investment Partners March 2001 - Present
Jacobson Computer Programming January 1996 - March 2001
Giardina & Associates March 1993 - January 1996
Skills
Strategic Planning, Process Improvement, Strategy, Business Intelligence, Leadership, Management, Enterprise Architecture, Problem Solving, IT Management, Enterprise Software, SharePoint, IT Strategy, Budgets, Architecture, Business Analysis, Investments, Cross-functional Team..., Information Technology, Integration, Consulting, Requirements Analysis, Risk Management, Software Project..., Databases, Product Management, Microsoft SQL Server, Business Process..., Agile Project Management, Disaster Recovery, Project Portfolio..., Architectures, Project Management, Budget, C#, ASP.NET, SSRS, Database Administration, Information Systems, Charles River IMS, Eagle, Project Planning, Data Quality, Master Data Management, CRM, Trading Systems, Omgeo Oasys, Cadis, T-SQL, Reporting & Analysis, Web Services
Education
University of San Diego 2005 — 2009
MBA, Finance
California State University-Northridge 1989 — 1993
Bachelor of Science, Computer Science
Cederian Investments, LLC 2010 - Present
Brandes Investment Partners 2003 - 2010
Ford Motor Company 1999 - 2001
Skills
Equities, Hedge Funds, Investments, Asset Management, Alternative Investments, Finance, Investment Management, Equity Research, Mutual Funds, Valuation, Private Equity, Bloomberg, Securities, Financial Modeling, Portfolio Management
Education
Stanford University Graduate School of Business 2001 — 2003
Brigham Young University 1994 — 1999
B.S., Accounting
Norima Consulting Inc March 2012 - Present
OneRoof Energy, Inc. March 2012 - Present
LPL Financial August 2010 - February 2012
Brandes Investment Partners May 2008 - August 2010
LPL Financial October 2007 - May 2008
Abbott Vascular July 2007 - October 2007
CLC Home Loans 2005 - 2007
College Loan Corporation 2005 - 2007
Prescription Solutions August 2002 - October 2005
Accenture 1998 - 2000
Skills
Program Management, Process Improvement, Negotiation, Budgeting, Analysis, Planning, Business Systems, Strategic Planning, Customer Relations, Vendor Management, Problem Solving, Product Development, Forecasting, Coordination, Cross-functional Team..., Team Leadership, Six Sigma, Cost, PMO, Business Analysis
Education
James Madison University 1988 — 1992
BS, Interdisciplinary
Park View 1985 — 1988
Brandes Investment Partners October 2004 - Present
Weiss, Peck & Greer/Robeco USA 1998 - 2004
CIBC 1992 - 1996
CIBC 1992 - 1996
CIBC 1992 - 1996
Citibank 1984 - 1991
Skills
Asset Management, Fixed Income, Equities, Alternative Investments, Asset Allocation, Portfolio Management, Hedge Funds, Investment Strategies, Valuation, Series 7, Due Diligence, Series 63, Bloomberg, Wealth Management, Securities, Trading, Asset Managment, Relationship Management, High Yield, Pension Funds, Investment Banking
Education
Harvard Business School 1975 — 1977
MBA, Finance
Stanford University 1971 — 1975
A.B., Economics
Alpine Investment Management March 2010 - Present
Brandes Investment Partners July 2007 - August 2009
Credit Suisse June 2006 - August 2006
Allied Irish Banks, PLC June 2005 - August 2005
The Griswold Company July 2004 - August 2004
Skills
Equity Research, Investments, Equities, Valuation, Portfolio Management, Value Investing, Emerging Markets, Equity Valuation, Alternative Investments, Bloomberg
Education
Saint Louis University School of Law 2009 — 2012
J.D.
Georgetown University 2003 — 2007
B.S.B.A., Finance/Accounting
CRMCulture February 2014 - Present
Brandes Investment Partners 2002 - 2014
UNICEF 1999 - 2001
UNDP, Denmark 1998 - 1999
UNICEF Danmark 1996 - 1998
Skills
Agile Methodologies, .NET, Microsoft SQL Server, TFS, C#, Visual Studio, T-SQL, SharePoint, SQL, SDLC, Software Project...
Education
Ateneo de Manila University 1992 — 1996
Bachelor of Science (B.S.), Computer Science
Metis Global Partners November 2013 - Present
Brandes Investment Partners 2003 - November 2013
Lord Abbett & Co. LLC 1999 - 2002
LCG Associates 1995 - 1997
Watson Wyatt 1993 - 1995
Skills
Equities, Investment Management, Asset Allocation, Asset Managment, Equity Research, Leadership, Asset Management, Investment Strategies, Portfolio Management, Value Investing, Hedge Funds, Investments, Bloomberg, Equity Valuation, Fixed Income, Mutual Funds
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
MBA, Investments/Finance
Vectra Bank Colorado August 2013 - Present
Janus Capital Group February 2011 - August 2013
Brandes Investment Partners March 2008 - February 2011
State Street Bank June 2007 - February 2008
Skills
Fixed Income, Equities, Investments, Securities, Derivatives, Corporate Actions, Finance, Microsoft Excel, Corporate Governance, Swaps, Pricing, Options, Bonds, Mutual Funds, Bloomberg, Financial Modeling, Analysis, Financial Analysis, Excel, Microsoft SQL Server, Marketing Analytics, Business Objects, QlikView, SQL, Silverpop Engage
Education
Bentley University 2004 — 2007
Bachelor of Science (BS), Finance, General
Bentley University 2003 — 2007
BS, Finance
Nathaniel L Wiggers & Company, LLC June 2010 - Present
Boyd Watterson Asset Management December 2004 - January 2009
Brandes Investment Partners February 1999 - November 2004
Skills
Portfolio Management, Investment Strategies
Education
Miami University 1992 — 1996
Symphony Asset Management, LLC September 2013 - Present
Brandes Investment Partners March 2009 - September 2013
Brandes Investment Partners October 2008 - February 2009
Skills
Smartstream TLM, BizTalk, C#, SQL Server, SQL, Business Analysis, ASP.NET, ASP.NET MVC, ASP.NET AJAX, Java, JavaScript, CSS, CSS3, HTML 5, jQuery, PHP, MySQL, Wordpress, Photoshop, Microsoft SQL Server, Software Development, SSRS, Visio, SharePoint, LINQ, TFS, SSIS, Databases, T-SQL, Agile Methodologies, XML, WordPress, .NET, WCF, Visual Studio, Linux, IIS, SDLC, WPF, Database Design, WinForms, Silverlight, Subversion, Agile Project Management, Entity Framework, Crystal Reports, ETL, Scrum, Software Project..., Visual Basic
Education
Coleman University 2008 — 2009
MS, Information Systems Management
Jimma University 2000 — 2005
BS, Electrical, Electronics and Communications Engineering
Unlimited Stretch Associates January 2002 - Present
Brandes Investment Partners 1995 - 2000
Atalanta/Sosnoff 1978 - 1987
Skills
Public Speaking, Strategic Planning, Leadership, Start-ups
Education
Baruch College, City University of New York (CUNY) 1970 — 1973
BBA, Accountancy
Colonial Life December 2013 - Present
Count on Wellness! August 2012 - Present
Brandes Investment Partners November 1998 - December 2011
Accredited Home Lenders 1998 - 1998
Security Pacific Financial Services 1995 - 1997
Beneficial Mortgage Company January 1994 - March 1995
ITT Financial Services, ITT Corporation November 1988 - August 1993
Skills
Strategic Planning, Mutual Funds, Customer Relations, Asset Management, Problem Solving, Wealth Management, Excel, Microsoft Office, Planning, Customer Service, New Business Development, Forecasting, Social Networking, Marketing Strategy, Team Leadership, Investments, Event Planning, Business Strategy, Budgeting, Word, Change Management, Equities, Financial Reporting, PowerPoint, Analysis, Team Building, Management Consulting, Due Diligence, Negotiation, Coaching, Public Speaking, Sales Management, Inside Sales, Client Services, Microsoft Excel, Budgets, Microsoft Word, Leadership, Credit, Management, Financial Services, Banking, Training, Marketing, Selling, Portfolio Management, CRM, Project Planning, Insurance, Sales
Education
University of San Diego 2004 — 2006
Masters of Science Executive Leadership, Business Administration
Kalamazoo College 1983 — 1987
Bachelor of Arts, Liberal Arts
Brandes Investment Partners February 2011 - Present
Brandes Investment Partners March 1999 - February 2011
Brandes Investment Partners June 2004 - December 2004
Remedy Intelligent Staffing July 1998 - March 1999
Skills
Project Portfolio..., Product Management, User Interface Design, Project Management, Management, Data Analysis, SharePoint, Leadership, Business Analysis, CRM
Education
California State University-San Marcos - College of Business Administration 2007 — 2010
MBA, Business
San Diego State University-California State University 1994 — 1998
BS, Economics, Environment & Society
Brandes Investment Partners August 1997 - Present
Skills
Asset Managment, Equities, Proposal Writing, Microsoft Excel, Financial Services, Investments, Human Resources, SharePoint, Securities, Series 7, Due Diligence, PowerPoint, RFP, Marketing, Portfolio Management, Budgets, Management, Mutual Funds, Marketing Communications, Investment Management, Databases, Managing Accounts, Sales, Leadership, Customer Service, Separately Managed..., Brokers, Fixed Income, Investment Strategies, Asset Allocation, Investment Advisory, Series 63, Asset Management, Alternative Investments, Series 6, Relationship Management, Wealth Management, Finance, Hedge Funds, Investor Relations, Bloomberg, Wealth Management..., Trading, Corporate Actions, Private Equity, Bloomberg Terminal, Equity Valuation, Pensions, Emerging Markets, Financial Markets
Education
Arizona State University 1990 — 1993
B.S., Marketing
Barrio Logan College Institute 2006 - Present
Brandes Investment Partners 1996 - Present
KPMG Audit 1990 - 1994
Education
Duke University - The Fuqua School of Business 1994 — 1996
MBA
University of La Verne 1985 — 1989
BS, Accounting
San Diego Unified School District September 2014 - Present
Gateways Summer School June 2013 - August 2013
San Diego Unified School District March 2013 - June 2013
Albert Einstein Academies Middle School August 2011 - November 2011
San Diego School District May 2011 - June 2011
Gateways Summer School June 2010 - August 2010
Brandes Investment Partners April 1997 - October 2002
Credit Suisse December 1989 - February 1996
Credit Suisse 1989 - 1996
Credit Suisse 1989 - 1996
Skills
German, French, Mathematics, English, Investments, Teaching, Research, Excel, PowerPoint, Spanish, Brazilian Portuguese, Curriculum Design, ESL, Curriculum Development
Education
Cambridge University 2006 — 2006
CELTA, Teaching English as a Second or Foreign Language/ESL Language Instructor
National University 2003 — 2005
Masters, Cross Cultural Education
University of California, Santa Barbara 1984 — 1989
B.A., Economics, History
Brandes Investment Partners January 1994 - March 2012
Visioneering Research & Development September 1990 - December 1992
Glendale Federal Savings & Loan March 1988 - March 1989
Skills
Equities, Mutual Funds, Portfolio Management, Investments, Investment Management, Asset Managment, Trading, Investment Advisory, Asset Allocation, Securities, Business Analysis, Series 63, SDLC, Valuation, Fixed Income
Education
Bethel University 2003 — 2005
Bachelor's degree, Business Administration, Management and Operations
The Active Network November 2007 - Present
Brandes Investment Partners March 2007 - October 2007
First Marblehead May 2005 - August 2006
Skills
SQL, Oracle E-Business Suite, Oracle PL/SQL..., Microsoft SQL Server, Oracle SQL Developer, SQL Server Management..., Databases, Developers, Quality Assurance, CRM, Salesforce.com, Oracle, T-SQL, Scrum, Software Development, Agile Methodologies, SDLC
Education
Boston University
Bachelor of Science (BS), Business Administration and Management
Brandes Investment Partners September 1994 - Present
Brandes Investment Partners 2005 - 2010
Brandes Investment Partners 2005 - 2010
Nicholas Applegate September 1987 - February 1991
California First Bank January 1981 - August 1987
Education
California State University San Marcos 1992 — 1994
B.A., Economics
San Diego State University-California State University 1980 — 1983
B.A., Business
ProActive Techology Partners June 2005 - Present
Northern Trust 2005 - 2015
Vanguard April 2012 - June 2014
Freddie Mac 2010 - 2010
Brandes Investment Partners 2007 - 2008
Eagle Investment Systems September 2001 - June 2005
Eagle Investment Systems LLC, a Mellon Financial Company 2001 - 2005
JPMorgan 1997 - 2001
The Boston Company 1992 - 1995
Skills
Eagle STAR, Business Analysis, Technical Analysis, Fund Accounting, Corporate Actions, Middle Office, Performance Measurement, Mutual Funds, Asset Management, Back Office, Fixed Income, Alternative Investments, Equities, Securities, Settlement, Asset, Investments, Wealth Management, Order Management, Portfolio Management, Cash Management, Financial Markets, Trading Systems, Financial Services, SDLC, Derivatives, Asset Managment, Bloomberg, Investment Management, Hedge Funds, FX Options, Trading, Relationship Management, Fund Administration, Bonds, Electronic Trading, Capital Markets
Education
Boston University Questrom School of Business 1999 — 2001
MBA, Marketing and Finance
Boston University Questrom School of Business 1988 — 1992
BSBA, Accounting/Finance
WheelerFrost - Wealth Managers March 2015 - Present
San Diego Wealth Management / SagePoint Financial May 2014 - March 2015
Brandes Investment Partners May 2006 - January 2012
Brandes Investment Partners 2001 - 2006
Brandes Investment Partners 1994 - 2001
Nicholas Applegate August 1987 - January 1991
Skills
Compliance Audits, Risk Assessment, Trading, Mutual Funds, Investment Advisory, Regulatory Analysis, SEC reporting, Portfolio Management, Securities, Investments, Asset Management, Investment Strategies, Investment Management, Equities, Financial Services, Asset Allocation, Fixed Income, Alternative Investments, Capital Markets, Data Analysis, Charles River IMS, Cross-functional Team..., Bloomberg Terminal, Account Reconciliation, Policy, SEC filings, Hedge Funds, Training, ETFs, Valuation, Financial Analysis, Trading Systems, Due Diligence, Management, Financial Modeling, Private Equity, FINRA, Analysis, Auditing, Bloomberg, Equity Research
Education
University of California, San Diego 2013 — 2013
Accounting Certification
California State University-San Marcos 1992 — 1994
Bachelor's degree, Economics
Brandes Investment Partners July 1999 - Present
Scudder Kemper 1996 - 1999
Centre Investment Services December 1993 - April 1996
Ernst & Young August 1985 - June 1988
Skills
Portfolio Management, Fixed Income, Asset Management, Mutual Funds, Trading, Investments, Financial Analysis, Investment Management, Finance, Securities, Financial Markets, Corporate Finance, Valuation, Trading Systems, Asset Allocation, Capital Markets, Asset Managment, Credit Analysis, Bonds, Investment Advisory, Investment Strategies, Bloomberg Terminal, Emerging Markets, Structured Finance, Financial Services, Bloomberg, Series 63, Relationship Management
Education
Marquette University 1981 — 1985
BS, Accounting
MUHS
del Rey Global Investors, LLC March 2010 - Present
Ivory Capital June 2006 - February 2010
NWQ Investment Management Company, LLC August 2004 - June 2006
Brandes Investment Partners 1996 - 2004
Education
University of Michigan Law School 1985 — 1988
J.D., Law
Columbia University in the City of New York 1981 — 1985
A.B.
MedImpact Healthcare Systems, Inc. December 2014 - Present
MedImpact Healthcare Systems, Inc. June 2013 - December 2014
Manzanita Brewing Company January 2010 - June 2013
Bridgepoint Education April 2010 - June 2011
Eastman Kodak April 2004 - April 2011
Brandes Investment Partners June 2003 - April 2004
Phogenix Imaging Company November 2002 - May 2003
MedVantx 2000 - 2002
Document Sciences 1998 - 1999
Skills
Testing, Test Automation, Manual Testing, Regression Testing, Automation, Selenium, Cross-functional Team..., Quality Assurance, Product Development, Process Improvement, R&D, Software Quality..., Firmware, Agile Methodologies, Integration, Embedded Systems, Manufacturing, Software Development, Digital Imaging, SDLC, Scrum, Engineering Management, Six Sigma, Quality Management
Education
Coleman College 1997 — 1998
Computer
Celcite Management Solutions December 2011 - Present
Microsoft December 2010 - December 2011
CELCITE MANAGEMENT SOLUTIONS 2009 - 2010
T-Mobile 2008 - 2009
Brandes Investment Partners 2007 - 2008
Skills
Business Objects, SSIS, Microsoft SQL Server, Visual Studio, SSRS, SQL, Telecommunications, Silverlight, .NET, C#, T-SQL, Oracle, Web Services, Database Design, Linux, ASP.NET, Integration, Software Project..., C, Data Warehousing, XML, Enterprise Architecture, Databases, Subversion, WCF, Solution Architecture, HTML, Requirements Analysis, AJAX, JavaScript, Programming, SDLC, SharePoint, SOA, TFS, Software Development, PL/SQL, Data Modeling, Business Intelligence, Unix Shell Scripting, ADO.NET, MySQL, Java, Agile Project Management, Agile Methodologies, Visio, LINQ
Education
Kaplan University 2010 — 2012
Master's degree, Information Technology
Rajagiri Shool of Engineering and Technology 2002 — 2006
Bachelor of Technology (B.Tech.), Information Technology
Santa Lucia Preserve June 2010 - Present
Chambers of Hon. Beth L. Freeman, United States District Judge for Northern District of California May 2014 - August 2014
San Jose City Attorney's Office January 2014 - April 2014
Hewlett-Packard June 2013 - August 2013
Santa Barbara Bank & Trust June 2012 - August 2012
Paluca Trattoria May 2010 - August 2012
Brandes Investment Partners June 2009 - May 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Spanish, Public Speaking, Social Media, Customer Service, Marketing, Team Leadership, Financial Analysis, Project Management, Lexis Nexus, Westlaw, Research, Legal Research, Legal Writing, Legal Assistance, Courts
Education
Santa Clara University School of Law 2012 — 2015
Doctor of Law (J.D.), High Tech Law Certificate, Corporate Specialization
Universidad de Carlos III 2010 — 2011
Business Administration in Spanish
San Diego State University-California State University 2008 — 2010
B.A. International Business Finance, (Finance/Spanish/Western Europe)
Monterey Peninsula College 2006 — 2008
Associates of Arts with Honors, University Studies
The Gensler Group January 2015 - Present
Brandes Investment Partners 1993 - September 2003
Skills
Managed Accounts, Asset Management, Portfolio Management, Asset Allocation, Equities, Alternative Investments, Investments, Value Investing, Security Analysis, Investment Advisory, Wealth Management, Asset Managment, Managing Accounts, Institutional..., Investment Strategies, Equity Valuation, Private Equity, Finance, Equity Research, Bonds, Fixed Income, Bloomberg, Financial Analysis, Series 63, Separately Managed..., Hedge Funds, Strategic Financial..., Securities, Bloomberg Terminal, Retirement Planning, Investment Management, Mutual Funds, ETFs, Trading, Series 7, Due Diligence, Series 6, Corporate Actions, Options, Performance Attribution, Financial Services, Corporate Finance, Equity Trading
Education
San Diego State University-California State University 1990 — 1992
MBA, Finance
Kalamazoo College 1984 — 1988
BA Intl Econ, Finance
Brandes Investment Partners Vice PresidentJP MorganOctober 1995 - February 1997
Goldman Sachs August 1991 - September 1995
Skills
Equities, Portfolio Management, Investments, Financial Analysis, Industry Analysis, Valuation, Emerging Markets, Value Investing, Investment Strategies, Securities, Equity Valuation, Mutual Funds, Equity Research, Investment Management, Competitive Analysis, Analysis, Japanese business..., Fixed Income, Alternative Investments, Financial Modeling, Hedge Funds, Bloomberg, Capital Markets, Bonds, Asset Management, Investment Banking, Financial Markets, Private Equity, Investment Advisory, Derivatives, Economics, Trading, Structured Finance, Commodity, Options, FX Options, Corporate Finance, Asset Allocation, Due Diligence, Stock Picking
Education
Georgetown University 1987 — 1991
BSFS, International Economics
Cox Communications July 2011 - Present
Barona Casino September 2006 - July 2011
Brandes Investment Partners April 2000 - September 2006
Naval Oceanographic Office September 1995 - September 2000
Skills
Active Directory, Microsoft Office, Windows, Troubleshooting, System Administration, Microsoft Exchange, Windows 7, Windows Server, Network Administration, DNS, Computer Hardware, Mac OS X, VMware, Operating Systems, Networking, XP, TCP/IP
Education
Louisiana State University 1985 — 1990
Bachelor's degree, Electrical and Electronics Engineering
Capital Group March 2014 - Present
Brandes Investment Partners July 2012 - March 2014
Sands Capital Management January 2011 - December 2011
Georgetown Collegiate Investors September 2010 - December 2011
Georgetown University Student Investment Fund September 2010 - December 2011
Skills
Finance, Valuation, Financial Modeling, Financial Markets, Investments, Equities, Financial Analysis, Emerging Markets, Bloomberg Terminal, Asset Management, Investment Strategies, Equity Valuation, Investment Management, Capital IQ
Education
Georgetown University 2009 — 2012
Bachelor of Arts, Economics with a Minor in Art History
The Hill School 2005 — 2008
Diploma
Holton-Arms School 1998 — 2005
Brandes Investment Partners May 2011 - July 2015
Goldman Sachs June 2010 - September 2010
West Coast Asset Management May 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Valuation, Excel, Asset Management, Financial Analysis, Factset, Telecommunication..., Consumer Products, Report Writing, Equity Valuation, Bloomberg Terminal, Value Investing, Equity Research, Equities, Microsoft Excel, Investment Management, Investments, Data Analysis
Education
Cass Business School 2010 — 2011
Finance
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science, Finance and International Business
Qualcomm Life, A Qualcomm Company April 2013 - Present
Healthy Circles January 2012 - April 2013
Brandes Investment Partners November 2009 - December 2011
Brandes Investment Partners May 2001 - November 2009
EPIC Management, LP July 1998 - May 2001
Skills
T-SQL, Quality Assurance, .NET, Configuration Management, SharePoint Designer, Business Intelligence, Databases, Unix Shell Scripting, Custom Reporting, Database Development, Microsoft Power Shell, Active Directory, Microsoft SQL Server, SharePoint, TFS, Testing, SSRS, Software Development, Visual Studio, Agile Methodologies, Visio, C#, Unix, SSIS, IIS, Web Services, Access, HTML, ASP.NET, TCP/IP, Shell Scripting
Education
University of Redlands 1996 — 1998
BSIS, Computer Information Systems
University of California, Riverside 1999 — 2000
Certificate in Unix Systems, Unix Programming and System Administration
Mt. San Jacinto Community College District 2001 — 2002
Certificate, Visual Basic Programming
Brandes Investment Partners October 2014 - Present
VeriFone, Inc. December 2011 - October 2014
Skills
Software Development, Cross-functional Team..., Agile Methodologies, .NET, C#, Web Services, Microsoft SQL Server, InstallShield..., Scrum, IIS, Databases, ASP.NET, Testing, Web Applications, ASP.NET MVC
Education
California State University-San Marcos 2007 — 2009
BA, Human Development w/ Health Emphasis
Brandes Investment Partners April 2005 - Present
Portus Asset Management February 2004 - February 2005
Government of Ontario September 2002 - December 2003
Spectrum Investments Limited July 2000 - July 2002
Spectrum Investments Limited December 1998 - July 2000
See Realty Ltd June 1996 - December 1998
Canada Life May 1996 - May 1996
Skills
Investments, Asset Allocation, Retirement Planning, Leadership, Sales, Wealth Management, Investment Strategies, Business Development, Budgets, Marketing, Management
Education
George Brown College 1994 — 1996
Executive Office Administration, Business
Western Asset Management April 2014 - Present
Brandes Investment Partners May 2011 - April 2014
Brandes Investment Partners April 1999 - May 2011
Skills
Bloomberg, Securities, Portfolio Management, Performance Attribution, Mutual Funds, Fixed Income, Equities
Education
California State University-Chico
Bachelor of Science (B.S.), Business Administration/Finance
Brandes Investment Partners February 1996 - August 2013
Skills
Equities, Investment Management, Mutual Funds
Education
San Diego State University-California State University 1998 — 2000
MSBA, Finance
Brigham Young University 1986 — 1990
BS, Finance
CoStar Group April 2013 - Present
NRS July 2012 - March 2013
Aspen Marketing Services February 2012 - July 2012
Brandes Investment Partners November 2003 - January 2012
Teradyne January 2001 - September 2003
HORIZON, A GLIMPSE OF TOMORROW January 2000 - January 2001
LONEWOLF SOFTWARE January 1997 - January 2000
Skills
SDLC, Microsoft SQL Server, SQL, TFS, C#, Agile Methodologies, T-SQL, .NET, SharePoint, Configuration Management, SSIS, Unix, Testing, Troubleshooting, Software Configuration..., Java, Databases, Software Documentation, Software Development, Visio
Education
Keller Graduate School of Management of DeVry University 1999 — 2001
Master of Science, Information Systems Management
DeVry University 1994 — 1999
Bachelor of Science, Computer Information Systems
Palisade Capital Management August 2012 - Present
BlackRock January 2005 - August 2012
State Street Research 2002 - 2005
Brandes Investment Partners June 2001 - August 2001
J.P. Morgan 1996 - 2000
Skills
Factset, Equities, Investment Management, Investments, Equity Research, Equity Valuation, Bloomberg, Thomson One, Thomson/Baseline, Asset Management, Valuation, Hedge Funds, Portfolio Management, Due Diligence
Education
Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.)
Stanford University 1992 — 1996
Bachelor of Arts (B.A.), Economics and East Asian Studies
ICW Group Operation SpecialistUnion Bank2004 - 2006
Brandes Investment Partners 1998 - 2004
Education
Cal Poly Pomona
Bachelor of Business Administration (BBA), Accounting
Brandes Investment Partners April 2004 - Present
Brandes Investment Partners February 1999 - April 2004
Taco Bell June 1998 - February 1999
Cox Communications January 1998 - June 1998
Skills
Security, SharePoint, Visio, Disaster Recovery, Windows Server, Active Directory, Vendor Management, Access, Microsoft Excel, Team Leadership, Process Improvement, Customer Service, Management, Microsoft SQL Server, VMware, Security Analysis, Leadership, Program Management, Software Documentation, Databases, Policy, Risk Management, Analysis
Education
National University 1994 — 1997
Bachelor of Arts (BA), Business Administration and Management, General
Brandes Investment Partners October 2002 - Present
Skills
Analysis, Problem Solving
Education
National University
Master's degree, Business/Commerce, General
San Diego State University-California State University
Bachelor's degree, Accounting
Genoptix, A Novartis Company April 2013 - Present
Genoptix, A Novartis Company January 2012 - April 2013
Genoptix, A Novartis Company September 2010 - January 2012
Brandes Investment Partners April 2008 - April 2010
UPS February 2006 - April 2008
UPS November 2004 - February 2006
UPS February 2004 - November 2004
Skills
Microsoft SQL Server, T-SQL, Database Design, .NET, Web Applications, JavaScript, Web Services, HTML, CSS, jQuery, Databases, Integration
Education
California State University San Marcos
Bachelor's Degree, Computer Science
Brandes Investment Partners
Skills
Asset Management, Equities, Investments, Mutual Funds, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo
Dunstone Rock Quary November 2012 - Present
Mineral Resources March 2011 - October 2012
Brandes Investment Partners February 2005 - September 2010
Education
San Diego State University-California State University 2002 — 2005
Bachelor's degree, Economics
Grossmont College 2001 — 2002
Associate's degree, Business/Commerce, General
SPAWAR July 2008 - Present
Brandes Investment Partners February 1999 - June 2006
US Navy December 1984 - September 1998
Skills
Systems Engineering, DoD, Security Clearance, Program Management, Information Assurance, Military, Integration, Defense, Software Engineering, Security, CompTIA Security+, National Security, Navy, Computer Security, Top Secret, Network Security, Intelligence Analysis, Configuration Management, Military Operations, Information Security
Education
Naval Postgraduate School 2006 — 2008
Master's Degree, Computer Science and Information Assurance
Brandman University, Part of the Chapman University System 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services