Countrywide Securities
Industry: Capital market company
DescriptionHeadquarters: Calabasas, CA Founded: 1981 Parent organizations: Bank of America, BAC Home Loans Servicing, LP, Countrywide Capital Markets LLC Subsidiary: Countrywide Securities Corporation,Asset Management Arm
Countrywide Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Countrywide Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Countrywide Securities Employees
Employee
Years
Job
Industry
J. T. Stumph J. T. Stumph's Countrywide Securities Experience May 2006 - July 2008
Job Managing Director at Cantor Fitzgerald
Industry Investment Banking
Experience
Cantor Fitzgerald August 2008 - Present
Countrywide Securities May 2006 - July 2008
FTN Financial December 1992 - May 2006
Skills
Fixed Income, MBS, Series 7, Securities, Capital Markets, Bonds, Bloomberg, Series 63, Investments
Education
The University of Memphis 1989 — 1992
Bachelor of Business Administration (B.B.A.), accounting and marketing
Cantor Fitzgerald August 2008 - Present
Countrywide Securities May 2006 - July 2008
FTN Financial December 1992 - May 2006
Skills
Fixed Income, MBS, Series 7, Securities, Capital Markets, Bonds, Bloomberg, Series 63, Investments
Education
The University of Memphis 1989 — 1992
Bachelor of Business Administration (B.B.A.), accounting and marketing
Stephen Nikander, CFA Stephen Nikander, CFA's Countrywide Securities Experience May 2004 - October 2004
Job Investment Management
Industry Investment Management
Experience
Mercury Insurance September 2008 - Present
Ancillary Investment Services January 2004 - Present
various higher educational institutions 2004 - Present
Countrywide Financial October 2004 - August 2008
Countrywide Securities May 2004 - October 2004
Fremont General February 1993 - September 2003
Skills
Risk Management, Investments, Fixed Income, Trading, Derivatives, PAM for Securities, CAMRA, Sungard, Calypso, Bloomberg Software, Bloomberg AIM, Corporate Finance, Portfolio Management, Equities, Finance, Securities, Financial Analysis, Financial Modeling, Investment Management, Financial Risk, Bonds, Asset Management, Analysis
Education
Drake University 1983 — 1987
BSBA, Actuarial Science
Mercury Insurance September 2008 - Present
Ancillary Investment Services January 2004 - Present
various higher educational institutions 2004 - Present
Countrywide Financial October 2004 - August 2008
Countrywide Securities May 2004 - October 2004
Fremont General February 1993 - September 2003
Skills
Risk Management, Investments, Fixed Income, Trading, Derivatives, PAM for Securities, CAMRA, Sungard, Calypso, Bloomberg Software, Bloomberg AIM, Corporate Finance, Portfolio Management, Equities, Finance, Securities, Financial Analysis, Financial Modeling, Investment Management, Financial Risk, Bonds, Asset Management, Analysis
Education
Drake University 1983 — 1987
BSBA, Actuarial Science
Juston B. Davenport IV Juston B. Davenport IV's Countrywide Securities Experience August 2000 - October 2003
Job Managing Director at PNC
Industry Capital Markets
Experience
PNC January 2015 - Present
BNY Mellon October 2003 - November 2014
Countrywide Securities August 2000 - October 2003
Interstate Johnson Lane/Wachovia 1997 - August 2000
Management Advisors International 1996 - 1997
Nations Banc Capital Markets 1993 - 1996
Skills
Capital Markets, Securities, Bloomberg, Fixed Income, Bonds, Series 63, Trading, Series 7, Hedge Funds, Equities, Derivatives
Education
University of North Carolina at Wilmington 1986 — 1991
Bachelor's Degree, Finance, General
Providence Day School 1980 — 1986
PNC January 2015 - Present
BNY Mellon October 2003 - November 2014
Countrywide Securities August 2000 - October 2003
Interstate Johnson Lane/Wachovia 1997 - August 2000
Management Advisors International 1996 - 1997
Nations Banc Capital Markets 1993 - 1996
Skills
Capital Markets, Securities, Bloomberg, Fixed Income, Bonds, Series 63, Trading, Series 7, Hedge Funds, Equities, Derivatives
Education
University of North Carolina at Wilmington 1986 — 1991
Bachelor's Degree, Finance, General
Providence Day School 1980 — 1986
Hicham HAJHAMOU Hicham HAJHAMOU's Countrywide Securities Experience October 2006 - May 2008
Job VP at AQR Capital Management
Industry Investment Banking
Experience
AQR Capital Management April 2014 - Present
Pierpont Securities May 2011 - March 2014
BNP Paribas June 2008 - May 2011
Countrywide securities October 2006 - May 2008
Lehman Brothers May 2000 - September 2006
CCF-HSBC May 1998 - December 1998
AXA-Paribas Alternative risk Finance June 1997 - September 1997
Skills
Trading, Fixed Income, Derivatives, Hedge Funds, Proprietary Trading, Fixed Income Strategies, Interest Rate Swaps, Global Macro, FX trading, Financial Modeling, Technical Analysis, Momentum Trading, Bloomberg, inflation-indexed bond, Equity Derivatives, Trading Systems, Equity Trading, Electronic Trading, Capital Markets, Options, Swaps, Structured Products
Education
Columbia University in the City of New York 1999 — 2000
MA, Mathematics of Finance
Universite Paris Dauphine 1993 — 1998
Master of Arts (M.A.) - DESS 203-Elyette Geman/Nassim Taleb, Financial markets
Descartes
Université Paris Descartes
lycée Descartes
AQR Capital Management April 2014 - Present
Pierpont Securities May 2011 - March 2014
BNP Paribas June 2008 - May 2011
Countrywide securities October 2006 - May 2008
Lehman Brothers May 2000 - September 2006
CCF-HSBC May 1998 - December 1998
AXA-Paribas Alternative risk Finance June 1997 - September 1997
Skills
Trading, Fixed Income, Derivatives, Hedge Funds, Proprietary Trading, Fixed Income Strategies, Interest Rate Swaps, Global Macro, FX trading, Financial Modeling, Technical Analysis, Momentum Trading, Bloomberg, inflation-indexed bond, Equity Derivatives, Trading Systems, Equity Trading, Electronic Trading, Capital Markets, Options, Swaps, Structured Products
Education
Columbia University in the City of New York 1999 — 2000
MA, Mathematics of Finance
Universite Paris Dauphine 1993 — 1998
Master of Arts (M.A.) - DESS 203-Elyette Geman/Nassim Taleb, Financial markets
Descartes
Université Paris Descartes
lycée Descartes
John Koetzle John Koetzle's Countrywide Securities Experience September 2004 - September 2005
Job Finance Trader at Citadel Investment Group
Industry Financial Services
Experience
Citadel September 2013 - Present
The Federal Reserve Bank of New York April 2013 - June 2013
Deloitte January 2013 - April 2013
The Federal Reserve Bank of New York March 2012 - June 2012
Nine Alpha Capital April 2011 - June 2011
USAID January 2011 - March 2011
Mitsubishi UFJ Securities February 2006 - September 2010
Countrywide Securities September 2004 - September 2005
Newedge April 2002 - September 2004
Skills
OIS, Capital Markets, Structured Products, Arbitrage, Finance, Fixed Income, Bloomberg, Derivatives, Money Market, Financial Markets, Bonds, FX Options, Swaps, Electronic Trading, Hedge Funds, Equities, Collateral Management, Trading, Trading Systems, VBA, US Treasuries, Financial Modeling, Quantitative Finance, Financial Risk
Education
Fordham University 2011 — 2013
MBA, Quanitative finance
Boston University 1998 — 2001
BA, Finance and Economics
Citadel September 2013 - Present
The Federal Reserve Bank of New York April 2013 - June 2013
Deloitte January 2013 - April 2013
The Federal Reserve Bank of New York March 2012 - June 2012
Nine Alpha Capital April 2011 - June 2011
USAID January 2011 - March 2011
Mitsubishi UFJ Securities February 2006 - September 2010
Countrywide Securities September 2004 - September 2005
Newedge April 2002 - September 2004
Skills
OIS, Capital Markets, Structured Products, Arbitrage, Finance, Fixed Income, Bloomberg, Derivatives, Money Market, Financial Markets, Bonds, FX Options, Swaps, Electronic Trading, Hedge Funds, Equities, Collateral Management, Trading, Trading Systems, VBA, US Treasuries, Financial Modeling, Quantitative Finance, Financial Risk
Education
Fordham University 2011 — 2013
MBA, Quanitative finance
Boston University 1998 — 2001
BA, Finance and Economics
Robert Pittman Robert Pittman's Countrywide Securities Experience August 2006 - August 2008
Job Senior Vice President Institutional Fixed Income Sales at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald September 2008 - Present
Countrywide Securities August 2006 - August 2008
FTN Financial June 2002 - July 2006
Skills
Bloomberg, Fixed Income, Series 7, Asset Management, Bonds, Portfolio Management, Capital Markets, MBS, Investments, ABS, Securities, Excel, Derivatives, Financial Analysis, Credit, Equities, Hedge Funds
Education
University of Mississippi 1998 — 2002
BBA, Banking and Finance
University of Mississippi - School of Business Administration 1998 — 2002
BBA, Banking and Finance
Cantor Fitzgerald September 2008 - Present
Countrywide Securities August 2006 - August 2008
FTN Financial June 2002 - July 2006
Skills
Bloomberg, Fixed Income, Series 7, Asset Management, Bonds, Portfolio Management, Capital Markets, MBS, Investments, ABS, Securities, Excel, Derivatives, Financial Analysis, Credit, Equities, Hedge Funds
Education
University of Mississippi 1998 — 2002
BBA, Banking and Finance
University of Mississippi - School of Business Administration 1998 — 2002
BBA, Banking and Finance
Sean Daily Sean Daily's Countrywide Securities Experience July 2006 - October 2008
Job Underwriter at Civic Financial Services
Industry Financial Services
Experience
Civic Financial Services January 2015 - Present
Bank of America August 2004 - October 2014
Bank of America October 2008 - March 2013
Countrywide Securities July 2006 - October 2008
Countrywide Home Loans October 2004 - July 2006
GoldX Financial Services2004 November 2003 - October 2004
Nissan North America2003 January 2003 - November 2003
Skills
Mortgage, Underwriting, Loans, Insurance, Risk, Mortgage Lending, Credit, Human Resources, Customer Service, Analysis, Finance, Capital Markets, Financial Risk, Equities, Training, Call Centers, Risk Management, Management, Banking, Portfolio Management, Executive Management, Financial Analysis
Education
Ashford University 2006 — 2008
Master's Degree, Business Administration, 4.0
Oregon State University 1998 — 2002
Bachelor's Degree, Finance
Civic Financial Services January 2015 - Present
Bank of America August 2004 - October 2014
Bank of America October 2008 - March 2013
Countrywide Securities July 2006 - October 2008
Countrywide Home Loans October 2004 - July 2006
GoldX Financial Services2004 November 2003 - October 2004
Nissan North America2003 January 2003 - November 2003
Skills
Mortgage, Underwriting, Loans, Insurance, Risk, Mortgage Lending, Credit, Human Resources, Customer Service, Analysis, Finance, Capital Markets, Financial Risk, Equities, Training, Call Centers, Risk Management, Management, Banking, Portfolio Management, Executive Management, Financial Analysis
Education
Ashford University 2006 — 2008
Master's Degree, Business Administration, 4.0
Oregon State University 1998 — 2002
Bachelor's Degree, Finance
Sanjay Roy Sanjay Roy's Countrywide Securities Experience August 2003 - March 2004
Job Managing Director at Wells Fargo Securities
Industry Investment Management
Experience
Wells Fargo Securities July 2006 - Present
US Bank April 2004 - June 2006
Countrywide Securities August 2003 - March 2004
Banc of America Securities July 2001 - July 2003
Education
University of California, Los Angeles
Bachelor of Arts, Economics
Wells Fargo Securities July 2006 - Present
US Bank April 2004 - June 2006
Countrywide Securities August 2003 - March 2004
Banc of America Securities July 2001 - July 2003
Education
University of California, Los Angeles
Bachelor of Arts, Economics
Josh Brenner Josh Brenner's Countrywide Securities Experience December 2004 - July 2008
Job Brokered CD's & Structured Products
Industry Financial Services
Experience
Hapoalim Securities October 2008 - Present
Countrywide Securities December 2004 - July 2008
Education
California State University-Northridge
B.S., Finance
Hapoalim Securities October 2008 - Present
Countrywide Securities December 2004 - July 2008
Education
California State University-Northridge
B.S., Finance
Corwyn Cease Corwyn Cease's Countrywide Securities Experience February 2003 - November 2007
Job Pricing Evaluator
Industry Financial Services
Experience
Bloomberg September 2010 - Present
Markit March 2009 - August 2010
Credit Suisse December 2007 - February 2009
Countrywide Securities February 2003 - November 2007
Education
Tulane University 1999 — 2001
MBA, Finance
Tulane University - A.B. Freeman School of Business 1992 — 1996
BS, Chemical Engineering
Bloomberg September 2010 - Present
Markit March 2009 - August 2010
Credit Suisse December 2007 - February 2009
Countrywide Securities February 2003 - November 2007
Education
Tulane University 1999 — 2001
MBA, Finance
Tulane University - A.B. Freeman School of Business 1992 — 1996
BS, Chemical Engineering
Ted Owens's Countrywide Securities Experience September 2005 - October 2008
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan September 2014 - Present
Cantor Fitzgerald August 2010 - September 2014
Countrywide Securities September 2005 - October 2008
Chadbourne & Parke 2002 - 2005
Education
Georgetown University Law Center 1999 — 2002
Juris Doctor
Georgetown University 1994 — 1998
BSFS, International Relations, Politics and Law
J.P. Morgan September 2014 - Present
Cantor Fitzgerald August 2010 - September 2014
Countrywide Securities September 2005 - October 2008
Chadbourne & Parke 2002 - 2005
Education
Georgetown University Law Center 1999 — 2002
Juris Doctor
Georgetown University 1994 — 1998
BSFS, International Relations, Politics and Law
Vicki Willson's Countrywide Securities Experience 2000 - 2005
Job Computer Software Professional
Industry Computer Software
Experience
Travel & Windsurf 2005 - Present
Countrywide Securities 2000 - 2005
marchFirst January 1998 - August 2000
Education
St. John's College 1987 — 1992
BA, Liberal Arts
St. John's College (NM) 1987 — 1990
Travel & Windsurf 2005 - Present
Countrywide Securities 2000 - 2005
marchFirst January 1998 - August 2000
Education
St. John's College 1987 — 1992
BA, Liberal Arts
St. John's College (NM) 1987 — 1990
Pratik Bansal's Countrywide Securities Experience 2004 - 2006
Job Sr Staff Engineer/Tech Lead (Mobile IOS) at Upwork
Industry Internet
Experience
Upwork July 2015 - Present
Elance January 2014 - June 2015
Elance October 2011 - December 2013
Yahoo! Inc August 2006 - October 2011
Countrywide 2004 - 2006
Countrywide Securities 2004 - 2006
Countrywide Financial 2004 - 2006
Pramati Technologies January 2001 - January 2002
Skills
Storm, Kafka, Data Warehousing, Data Mining, Java, Hadoop, Agile Methodologies, Distributed Systems, Scalability, C++, Software Development, JavaScript, REST, PHP, Mobile Applications, Web Services, Perl, MySQL, NoSQL, Software Engineering
Education
Carnegie Mellon University 2002 — 2003
MISM, Information Systems
Carnegie Mellon University 2002 — 2003
MISM, Management Information Systems, General
Indian Institute of Technology, Bombay 1994 — 1999
Master of Technology (5 year Integrated M.Tech.), Engineering
Upwork July 2015 - Present
Elance January 2014 - June 2015
Elance October 2011 - December 2013
Yahoo! Inc August 2006 - October 2011
Countrywide 2004 - 2006
Countrywide Securities 2004 - 2006
Countrywide Financial 2004 - 2006
Pramati Technologies January 2001 - January 2002
Skills
Storm, Kafka, Data Warehousing, Data Mining, Java, Hadoop, Agile Methodologies, Distributed Systems, Scalability, C++, Software Development, JavaScript, REST, PHP, Mobile Applications, Web Services, Perl, MySQL, NoSQL, Software Engineering
Education
Carnegie Mellon University 2002 — 2003
MISM, Information Systems
Carnegie Mellon University 2002 — 2003
MISM, Management Information Systems, General
Indian Institute of Technology, Bombay 1994 — 1999
Master of Technology (5 year Integrated M.Tech.), Engineering
Midge Walker's Countrywide Securities Experience April 2005 - March 2009
Job VP Product Specialist II
Industry Banking
Experience
Bank of America Merrill Lynch April 2005 - Present
COUNTRYWIDE SECURITIES April 2005 - March 2009
Education
Franklin University 1988 — 1993
Bank of America Merrill Lynch April 2005 - Present
COUNTRYWIDE SECURITIES April 2005 - March 2009
Education
Franklin University 1988 — 1993
Kimi Stepp-McCoy's Countrywide Securities Experience 2005 - 2006
Job Human Resources Professional
Industry Human Resources
Experience
Countrywide Securities 2005 - 2006
WMC October 2002 - May 2005
The Mortgage Store May 2002 - October 2002
Important Stepp Mortgage Services November 1995 - May 2002
Education
Banning High School 1976 — 1990
hs
National University 1986 — 1988
B.A. Business Administration, Human Resources/ Business Administration
California State University-Long Beach 1980 — 1986
Human Resources/ Business Administration
Countrywide Securities 2005 - 2006
WMC October 2002 - May 2005
The Mortgage Store May 2002 - October 2002
Important Stepp Mortgage Services November 1995 - May 2002
Education
Banning High School 1976 — 1990
hs
National University 1986 — 1988
B.A. Business Administration, Human Resources/ Business Administration
California State University-Long Beach 1980 — 1986
Human Resources/ Business Administration
David Attisani, CFA's Countrywide Securities Experience 2004 - 2008
Job Institutional Sales/Relationship Management
Industry Financial Services
Experience
Loop Capital Markets October 2014 - February 2015
Cortview Capital Markets/Pierpont Securities April 2012 - October 2013
Keefe, Bruyette & Woods August 2010 - November 2011
Rait Securities/ Aladdin Capital, LLC January 2009 - July 2010
Countrywide Securities 2004 - 2008
UBS 2002 - 2004
Bear Stearns 2001 - 2002
Prudential Securities 1995 - 2000
Prudential Securities 1995 - 1998
US Navy 1983 - April 1994
Skills
Securities, Structured Products, ABS, Capital Markets, Hedge Funds, Investments, Financial Analysis, Fixed Income, Equities, Asset Management, Portfolio Management, Private Equity, Trading, Series 63, Hedging, Finance, Bloomberg, Bonds, Investment Banking, Series 7, Structured Finance, Financial Structuring, Financial Risk, Credit Derivatives, Alternative Investments, Team Leadership, New Business Development, Leadership Development, Relationship Management, Loans, Financial Markets, CDO, MBS, Derivatives, Economics, CMBS, Sales
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, International Business
United States Naval Academy
BS, Economics
Loop Capital Markets October 2014 - February 2015
Cortview Capital Markets/Pierpont Securities April 2012 - October 2013
Keefe, Bruyette & Woods August 2010 - November 2011
Rait Securities/ Aladdin Capital, LLC January 2009 - July 2010
Countrywide Securities 2004 - 2008
UBS 2002 - 2004
Bear Stearns 2001 - 2002
Prudential Securities 1995 - 2000
Prudential Securities 1995 - 1998
US Navy 1983 - April 1994
Skills
Securities, Structured Products, ABS, Capital Markets, Hedge Funds, Investments, Financial Analysis, Fixed Income, Equities, Asset Management, Portfolio Management, Private Equity, Trading, Series 63, Hedging, Finance, Bloomberg, Bonds, Investment Banking, Series 7, Structured Finance, Financial Structuring, Financial Risk, Credit Derivatives, Alternative Investments, Team Leadership, New Business Development, Leadership Development, Relationship Management, Loans, Financial Markets, CDO, MBS, Derivatives, Economics, CMBS, Sales
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, International Business
United States Naval Academy
BS, Economics
Denise Block's Countrywide Securities Experience 2007 - 2007
Job Trading and Operations / Payden & Rygel
Industry Financial Services
Experience
Payden & Rygel August 2014 - Present
CRT Capital Group October 2010 - August 2014
12th Street Capital/GFI 2009 - 2010
Countrywide Securities 2007 - 2007
JPMorgan Chase 2000 - 2007
Skills
Series 7, Series 63, Bonds, MBS, Trading Systems, Management, Bloomberg, Securities, Fixed Income, Cardio Kickboxing, CrossFit, Gymnastics, Operations Management, Operating Systems, Sales Operations, Spreadsheets, Microsoft Word, PowerPoint, Presentations, Public Speaking, System Deployment, Entrepreneurship, Structured Products, Credit Derivatives, Electronic Trading, Finance, FINRA, Broker-Dealer, Interest Rate...
Education
State University of New York College at Cortland
Payden & Rygel August 2014 - Present
CRT Capital Group October 2010 - August 2014
12th Street Capital/GFI 2009 - 2010
Countrywide Securities 2007 - 2007
JPMorgan Chase 2000 - 2007
Skills
Series 7, Series 63, Bonds, MBS, Trading Systems, Management, Bloomberg, Securities, Fixed Income, Cardio Kickboxing, CrossFit, Gymnastics, Operations Management, Operating Systems, Sales Operations, Spreadsheets, Microsoft Word, PowerPoint, Presentations, Public Speaking, System Deployment, Entrepreneurship, Structured Products, Credit Derivatives, Electronic Trading, Finance, FINRA, Broker-Dealer, Interest Rate...
Education
State University of New York College at Cortland
ToPang Kong's Countrywide Securities Experience 2007 - 2008
Job Vice President at Countrywide Securities Corporation
Industry Financial Services
Experience
Countrywide Securities 2007 - 2008
Deutsche Bank Securities July 2004 - July 2006
Education
Columbia University in the City of New York 2001 — 2003
MS, Financial Engineering
Stony Brook University 1997 — 2001
BS, Economics, Biochemistry
Countrywide Securities 2007 - 2008
Deutsche Bank Securities July 2004 - July 2006
Education
Columbia University in the City of New York 2001 — 2003
MS, Financial Engineering
Stony Brook University 1997 — 2001
BS, Economics, Biochemistry
Richard Ong's Countrywide Securities Experience January 2006 - September 2007
Job Senior MBS Settlements Specialist at Western Asset Management
Industry Financial Services
Experience
Western Asset Management October 2011 - Present
Anfield Capital Management, LLC November 2010 - March 2011
Assent LLC July 2008 - April 2009
Countrywide Securities January 2006 - September 2007
Countrywide Securities January 2004 - December 2005
Tradescape July 2000 - September 2002
PIMCO May 1998 - July 2000
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2011
MBA, Finance
University of California, Riverside 1995 — 1997
B.S., Business Administration
Western Asset Management October 2011 - Present
Anfield Capital Management, LLC November 2010 - March 2011
Assent LLC July 2008 - April 2009
Countrywide Securities January 2006 - September 2007
Countrywide Securities January 2004 - December 2005
Tradescape July 2000 - September 2002
PIMCO May 1998 - July 2000
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2011
MBA, Finance
University of California, Riverside 1995 — 1997
B.S., Business Administration
Reza Shahi, CFA's Countrywide Securities Experience 2003 - 2004
Job Director of Operations Citadel Global Equities
Industry Financial Services
Experience
Citadel LLC July 2015 - Present
Millennium Partners June 2013 - May 2015
Millennium Partners April 2011 - June 2013
Omnium LLC September 2009 - April 2011
Citadel Investment Group December 2004 - September 2009
Countrywide Securities 2003 - 2004
Fisher Investments 2001 - 2003
Skills
Derivatives, Fixed Income, Middle Office, Hedge Funds, Equities, Alternative Investments, Bloomberg, Capital Markets, Valuation, Trading, Investments, Financial Analysis, Securities, Due Diligence, Options, Sales Operations, Trading Systems, Corporate Finance
Education
The University of Chicago Booth School of Business 2008 — 2011
MBA, Finance
University of California, San Diego 1997 — 2001
Bachelor of Science, Management Science
Calabasas High School 1993 — 1997
Citadel LLC July 2015 - Present
Millennium Partners June 2013 - May 2015
Millennium Partners April 2011 - June 2013
Omnium LLC September 2009 - April 2011
Citadel Investment Group December 2004 - September 2009
Countrywide Securities 2003 - 2004
Fisher Investments 2001 - 2003
Skills
Derivatives, Fixed Income, Middle Office, Hedge Funds, Equities, Alternative Investments, Bloomberg, Capital Markets, Valuation, Trading, Investments, Financial Analysis, Securities, Due Diligence, Options, Sales Operations, Trading Systems, Corporate Finance
Education
The University of Chicago Booth School of Business 2008 — 2011
MBA, Finance
University of California, San Diego 1997 — 2001
Bachelor of Science, Management Science
Calabasas High School 1993 — 1997
Alicia Reese's Countrywide Securities Experience June 2006 - May 2008
Job Senior Associate, Equity Research at Wedbush Securities
Industry Capital Markets
Experience
Wedbush Securities May 2008 - Present
Countrywide Securities June 2006 - May 2008
Skills
Equity Research, Financial Modeling, Bloomberg, Valuation, Quantitative Finance, Equity Valuation, Asset Allocation, Quantitative Analytics, Securities
Education
University of California, Los Angeles 2003 — 2006
BS, Mathematics/Economics
Wedbush Securities May 2008 - Present
Countrywide Securities June 2006 - May 2008
Skills
Equity Research, Financial Modeling, Bloomberg, Valuation, Quantitative Finance, Equity Valuation, Asset Allocation, Quantitative Analytics, Securities
Education
University of California, Los Angeles 2003 — 2006
BS, Mathematics/Economics
Chris Ahrens's Countrywide Securities Experience May 2007 - August 2008
Job Director of Investor Relations and Marketing at Round Table Investment Management Company
Industry Financial Services
Experience
Round Table Investment Management Company February 2013 - Present
UBS Securities September 2008 - November 2012
Countrywide Securities May 2007 - August 2008
Bear Stearns & Co. October 1995 - April 2007
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Bloomberg, Series 7, Trading, Alternative Investments, Asset Management, Portfolio Management, Structured Products, Bonds, Investments, Options, Securities
Education
Harvard University 1977 — 1982
Bachelor of Arts (B.A.), English Language and Literature
Round Table Investment Management Company February 2013 - Present
UBS Securities September 2008 - November 2012
Countrywide Securities May 2007 - August 2008
Bear Stearns & Co. October 1995 - April 2007
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Bloomberg, Series 7, Trading, Alternative Investments, Asset Management, Portfolio Management, Structured Products, Bonds, Investments, Options, Securities
Education
Harvard University 1977 — 1982
Bachelor of Arts (B.A.), English Language and Literature
Angela Chow's Countrywide Securities Experience 2003 - 2008
Job Lead Software Engineer at Kaiser Permanente
Industry Health, Wellness and Fitness
Experience
Kaiser Permanente April 2014 - Present
First American Title February 2013 - April 2014
CUDL November 2008 - February 2013
Countrywide Securities 2003 - 2008
Disney Consumer Products 2002 - 2002
Skills
T-SQL, SDLC, Microsoft SQL Server, WCF, SQL, Agile Methodologies, .NET, WPF, Credit, ETL, C#, Banking, BizTalk, ASP.NET MVC, jQuery, Telerik Web Controls, Android Development, Architectural Design, Team Leadership, Stored Procedures, JavaScript, AJAX, Performance Tuning, Databases, Web Services, ASP.NET, Software Development, SSRS, SSIS, Visual Studio, SOA
Education
California State Polytechnic University-Pomona 1997 — 2001
Kaiser Permanente April 2014 - Present
First American Title February 2013 - April 2014
CUDL November 2008 - February 2013
Countrywide Securities 2003 - 2008
Disney Consumer Products 2002 - 2002
Skills
T-SQL, SDLC, Microsoft SQL Server, WCF, SQL, Agile Methodologies, .NET, WPF, Credit, ETL, C#, Banking, BizTalk, ASP.NET MVC, jQuery, Telerik Web Controls, Android Development, Architectural Design, Team Leadership, Stored Procedures, JavaScript, AJAX, Performance Tuning, Databases, Web Services, ASP.NET, Software Development, SSRS, SSIS, Visual Studio, SOA
Education
California State Polytechnic University-Pomona 1997 — 2001
James Dooley's Countrywide Securities Experience 1998 - 2003
Job AMIP Management Overview
Industry Financial Services
Experience
AMIP Management, LLC May 2014 - Present
NewOak Capital Advisors August 2013 - April 2014
Dune Alpin Capital LLC March 2012 - April 2014
Continuum Mortgage Solutions LLC May 2012 - July 2013
DHM Mortgage Servicing May 2010 - February 2012
C12 Capital Management September 2009 - May 2010
Barclays Capital June 2008 - September 2009
WaMu Capital 2006 - 2008
The Winter Group 2005 - 2006
Countrywide Securities 1998 - 2003
Skills
Fixed Income, Residential Mortgages, Mortgage Lending, Capital Markets, Portfolio Management, Asset Managment, Loans, Trading, Hedge Funds, Valuation, Loan Origination, Mortgage Banking, Investments, Credit, Loss Mitigation, Due Diligence, Asset Management, Banking, Loan Servicing, Underwriting, Securitization, Financial Risk, Finance, Series 7, Funding, Credit Risk, Mergers & Acquisitions, Financial Structuring, REO, Credit Analysis, Securities, Bonds, Financial Services, Commercial Mortgages, Private Equity, Real Estate Economics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
MBA, Finance
Trinity College-Hartford 1979 — 1983
BA, History, Political Science
AMIP Management, LLC May 2014 - Present
NewOak Capital Advisors August 2013 - April 2014
Dune Alpin Capital LLC March 2012 - April 2014
Continuum Mortgage Solutions LLC May 2012 - July 2013
DHM Mortgage Servicing May 2010 - February 2012
C12 Capital Management September 2009 - May 2010
Barclays Capital June 2008 - September 2009
WaMu Capital 2006 - 2008
The Winter Group 2005 - 2006
Countrywide Securities 1998 - 2003
Skills
Fixed Income, Residential Mortgages, Mortgage Lending, Capital Markets, Portfolio Management, Asset Managment, Loans, Trading, Hedge Funds, Valuation, Loan Origination, Mortgage Banking, Investments, Credit, Loss Mitigation, Due Diligence, Asset Management, Banking, Loan Servicing, Underwriting, Securitization, Financial Risk, Finance, Series 7, Funding, Credit Risk, Mergers & Acquisitions, Financial Structuring, REO, Credit Analysis, Securities, Bonds, Financial Services, Commercial Mortgages, Private Equity, Real Estate Economics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
MBA, Finance
Trinity College-Hartford 1979 — 1983
BA, History, Political Science
Tom McCleary's Countrywide Securities Experience February 2003 - August 2008
Job Broker at Berkshire Hathaway HomeServices KoenigRubloff Realty Group
Industry Real Estate
Experience
Berkshire Hathaway HomeServices KoenigRubloff Realty Group July 2014 - Present
Mizuho Securities USA Inc. August 2012 - August 2014
Wells Fargo Securities October 2010 - May 2012
Cantor Fitzgerald September 2008 - October 2010
Countrywide Securities February 2003 - August 2008
Lehman Brothers February 1997 - February 2003
Skills
Residential Homes, Luxury Homes, New Homes, First Time Home Buyers, Existing Home Sales, Residential Mortgages, Structured Products, Capital Markets, Investments, Portfolio Management, Derivatives, Valuation, Asset Management
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance, General
University of Michigan 1977 — 1981
Bachelor of Science (BS), Mechanical Engineering
Berkshire Hathaway HomeServices KoenigRubloff Realty Group July 2014 - Present
Mizuho Securities USA Inc. August 2012 - August 2014
Wells Fargo Securities October 2010 - May 2012
Cantor Fitzgerald September 2008 - October 2010
Countrywide Securities February 2003 - August 2008
Lehman Brothers February 1997 - February 2003
Skills
Residential Homes, Luxury Homes, New Homes, First Time Home Buyers, Existing Home Sales, Residential Mortgages, Structured Products, Capital Markets, Investments, Portfolio Management, Derivatives, Valuation, Asset Management
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance, General
University of Michigan 1977 — 1981
Bachelor of Science (BS), Mechanical Engineering
Keith Adler's Countrywide Securities Experience 1992 - 2007
Job Real Estate Investing
Industry Real Estate
Experience
Greenpoint Advisory Group, dba SK Investments December 2009 - Present
Countrywide Financial January 1992 - April 2008
Countrywide Capital Markets January 1992 - October 2007
Countrywide Securities 1992 - 2007
Education
San Diego State University-California State University 1982 — 1986
BS, Marketing
Greenpoint Advisory Group, dba SK Investments December 2009 - Present
Countrywide Financial January 1992 - April 2008
Countrywide Capital Markets January 1992 - October 2007
Countrywide Securities 1992 - 2007
Education
San Diego State University-California State University 1982 — 1986
BS, Marketing
Robert Wellerstein's Countrywide Securities Experience 1992 - 2008
Job Managing Director, MountainView Capital Holdings
Industry Financial Services
Experience
Banc of Manhattan January 2010 - March 2011
Countrywide Securities 1992 - 2008
Countrywide Securities 1992 - 2008
Education
University of California, Irvine
Bachelors, Political Science
Banc of Manhattan January 2010 - March 2011
Countrywide Securities 1992 - 2008
Countrywide Securities 1992 - 2008
Education
University of California, Irvine
Bachelors, Political Science
Kevin T Clare's Countrywide Securities Experience February 2005 - September 2008
Job Waypoint Residential | Managing Director Capital Raising Group
Industry Financial Services
Experience
Waypoint Residential May 2014 - Present
CRT Capital Group June 2009 - April 2014
Countrywide Securities February 2005 - September 2008
JPMorgan Chase & Co. July 1997 - February 2005
Education
Providence College
B.S. Business
Waypoint Residential May 2014 - Present
CRT Capital Group June 2009 - April 2014
Countrywide Securities February 2005 - September 2008
JPMorgan Chase & Co. July 1997 - February 2005
Education
Providence College
B.S. Business
Jon Coleman's Countrywide Securities Experience September 2002 - December 2004
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank February 2014 - Present
Brean Capital, LLC March 2013 - October 2013
First Empire Securities, Inc March 2009 - March 2013
Rabobank March 2006 - July 2007
CHURCHILL PACIFIC ASSET MANAGEMENT LLC December 2004 - February 2006
Countrywide Securities September 2002 - December 2004
Skills
Portfolio Management, Trading, Capital Markets, Asset Management, Financial Modeling, Financial Analysis, Fixed Income, Investments, Banking, Equities
Education
University of San Diego 1998 — 2000
Master of Business Administration (MBA)
Graceland University 1993 — 1997
BA
Deutsche Bank February 2014 - Present
Brean Capital, LLC March 2013 - October 2013
First Empire Securities, Inc March 2009 - March 2013
Rabobank March 2006 - July 2007
CHURCHILL PACIFIC ASSET MANAGEMENT LLC December 2004 - February 2006
Countrywide Securities September 2002 - December 2004
Skills
Portfolio Management, Trading, Capital Markets, Asset Management, Financial Modeling, Financial Analysis, Fixed Income, Investments, Banking, Equities
Education
University of San Diego 1998 — 2000
Master of Business Administration (MBA)
Graceland University 1993 — 1997
BA
Steve Yoon's Countrywide Securities Experience July 2006 - September 2007
Job Vice President, Financial Analysis and Valuation at PennyMac
Industry Financial Services
Experience
PennyMac August 2014 - Present
PennyMac June 2010 - August 2014
Countrywide Securities July 2006 - September 2007
Countrywide Securities September 2004 - June 2006
ABN AMRO Asia Ltd June 2003 - August 2003
Skills
Fixed Income, Mortgage Banking, Portfolio Management, Financial Analysis, Risk Management, Finance, Mortgage Lending, Loans, Valuation, Investments, Banking, Management
Education
University of California, Irvine - The Paul Merage School of Business 2002 — 2004
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1993 — 1997
Bachelor's Degree, Chemical Engineering with Bioengineering Emphasis
PennyMac August 2014 - Present
PennyMac June 2010 - August 2014
Countrywide Securities July 2006 - September 2007
Countrywide Securities September 2004 - June 2006
ABN AMRO Asia Ltd June 2003 - August 2003
Skills
Fixed Income, Mortgage Banking, Portfolio Management, Financial Analysis, Risk Management, Finance, Mortgage Lending, Loans, Valuation, Investments, Banking, Management
Education
University of California, Irvine - The Paul Merage School of Business 2002 — 2004
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1993 — 1997
Bachelor's Degree, Chemical Engineering with Bioengineering Emphasis
Christopher Myung's Countrywide Securities Experience April 2004 - October 2007
Job .
Industry Financial Services
Experience
Newedge July 2010 - December 2014
Guild Investment Management August 2008 - July 2010
Countrywide Securities April 2004 - October 2007
Skills
Microsoft Excel, Axys, Bloomberg, Microsoft Office, Fixed Income, Equities, Securitization, Middle Office, Series 7, Series 63, Settlement, Bloomberg Terminal, Back Office
Education
University of California, Santa Barbara 1996 — 2001
Bachelor of Arts (B.A.), Business/Managerial Economics
Newedge July 2010 - December 2014
Guild Investment Management August 2008 - July 2010
Countrywide Securities April 2004 - October 2007
Skills
Microsoft Excel, Axys, Bloomberg, Microsoft Office, Fixed Income, Equities, Securitization, Middle Office, Series 7, Series 63, Settlement, Bloomberg Terminal, Back Office
Education
University of California, Santa Barbara 1996 — 2001
Bachelor of Arts (B.A.), Business/Managerial Economics
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial