City National Rochdale Investment Management
Industry: Company
DescriptionFounded: 1975 Subsidiary: City National Rochdale Asia Ltd. Parent organization: City National Bank
City National Rochdale Investment Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at City National Rochdale Investment Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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City National Rochdale Investment Management Employees
City National Rochdale Investment Management July 2003 - Present
Montgomery Securities April 1997 - January 2000
Robertson Stephens August 1994 - April 1997
Education
University of California, Berkeley, Haas School of Business 1992 — 1994
City National Rochdale Investment Management March 2012 - Present
City National Asset Management August 2010 - March 2012
City National Asset Management September 2008 - August 2010
University of Arizona Football Team 2003 - 2007
Skills
Asset Managment, Portfolio Management, Bloomberg, Asset Allocation, Asset Management, Equities, Investments, Investment Management, Wealth Management, Investment Strategies, Fixed Income, Investment Advisory, Series 7, Alternative Investments
Education
University of Arizona, Eller College of Management 2007 — 2008
Master's, Finance (Fixed Income)
University of Arizona 2003 — 2007
BS, Finance & Entrepreneurship
City National Rochdale Investment Management June 2006 - Present
Mercantile Bankshares 2003 - 2006
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Equities, Fixed Income, Portfolio Management, Bloomberg, Investment Strategies, Mutual Funds, Asset Management, Equity Research, Investment Management, Series 7, Investment Advisory
Education
University of Baltimore 2004 — 2006
MBA, Finance
University of Maryland - Robert H. Smith School of Business 1998 — 2002
BS, Finance
City National Rochdale Investment Management January 2011 - Present
Moloney Securities 2010 - 2010
Sandler O'Neill 2010 - 2010
Catamount Capital Management June 2009 - August 2009
Crown Capital 2009 - May 2009
Fidelity Investments 2006 - 2008
Skills
Alternative Investments, Equity Research, Financial Modeling, Valuation, Equities, Bloomberg, Capital Markets, Hedge Funds, Equity Valuation, Asset Management, Investment Banking
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
MBA, Investments and Securities
Manipal Institute of Technology 2002 — 2006
Bachelor of Engineering (BE)
City National Rochdale Investment Management 2012 - Present
Fisher Investments 2006 - 2012
Marsh & McLennan Companies, Inc. 2002 - 2005
GATX Capital 2000 - 2002
Willis 1992 - 1998
Skills
Wealth Management, Sales, Capital Markets, Business Development, Investment Advisory, Retirement Planning, Relationship Management, Strategic Financial..., International Business..., Public Speaking, Training, Insurance, Investments, Portfolio Management, Valuation, Risk Management, Management, CRM, Due Diligence, Corporate Finance, Private Equity, Alternative Investments, Asset Allocation, Investment Management, Asset Management, Equities, Investment Strategies, Fixed Income, Mutual Funds, Hedge Funds
Education
Thunderbird School of Global Management 1998 — 2000
Master of International Management, Cum laude
Arizona State University 1998 — 2000
MBA
Royal Agricultural College, Cirencester 1989 — 1992
Bachelor of Science
Neuberger Berman September 2014 - Present
City National Rochdale Investment Management November 2013 - September 2014
City National Bank July 2006 - September 2014
FCG Advisors, LLC August 2003 - July 2006
SEI Investments 2000 - 2003
Skills
Wealth Management, Portfolio Management, Investments, Strategic Financial..., Asset Allocation, Certified Financial..., Business Development, Asset Management, Investment Advisory, Series 7, Investment Management, Wealth Management..., Alternative Investments, Equities, Mutual Funds, Hedge Funds, Financial Planning, Investment Strategies, Securities, Financial Services, Estate Planning, Retirement Planning, High Net Worth..., Series 63
Education
Fairleigh Dickinson University-Florham Campus 2005 — 2006
Financial Planning and Services
Bucknell University 1996 — 2000
BSBA, Management
Providence Country Day
High School
City National Rochdale Investment Management November 2010 - Present
AXA Financial December 2007 - February 2010
AXA Financial December 2006 - December 2007
Sonya Dakar Skin Care, Inc July 2004 - November 2006
Skills
Investments, Portfolio Management, Finance, Management, Mergers & Acquisitions, Financial Reporting, Equities, Asset Management, Asset Allocation, Alternative Investments, Bloomberg, Hedge Funds
Education
Loyola Marymount University
MBA, Finance
Loyola Marymount University
B.A, Business Administration, Business Law and Economics
University of California, Los Angeles
Continuing Education, Mathematics and Computer Science
City National Rochdale Investment Management June 2010 - Present
City National Asset Management April 2001 - June 2010
Skills
Portfolio Management, Fixed Income, Investments
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1990 — 1994
City National Rochdale Investment Management 2010 - Present
City National Asset Management 2008 - 2010
City National Asset Managent 2003 - 2010
Skills
Equities, Asset Allocation, Wealth Management, Portfolio Management, Asset Management, Investments, Asset Managment, Alternative Investments, Investment Strategies, Fixed Income, Valuation, Hedge Funds
Education
University of San Diego 1998 — 2002
Bachelor of Business Administration (BBA), Business Economics
City National Rochdale Investment Management June 2012 - Present
Rochdale Investment Management June 2010 - June 2012
Samson Capital Advisors June 2006 - June 2008
MetLife May 2004 - May 2006
J.P. Morgan January 2003 - April 2004
Morgan Stanley January 2002 - January 2003
Education
Fordham University - Graduate School of Business Administration 2008 — 2010
MBA, Finance, GPA 4.0
Fordham University 2004 — 2006
MA, Economics, GPA 3.7
State University of New York at Binghamton 1997 — 2001
B.S., Financial Economics, GPA 3.3
City National Rochdale Investment Management April 2013 - March 2015
Glenmede Trust Company March 2011 - April 2013
FIS Group February 2005 - February 2011
Skills
Hedge Funds, Portfolio Management, Asset Allocation, Investment Research, Investment Strategies
Education
Temple University 2000 — 2005
BBA, Finance