Engemann Asset Management
Industry: Company
DescriptionHeadquarters: Los Angeles, CA Founded: 1969 Parent organizations: Virtus Investment Partners Inc., Phoenix Companies
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Engemann Asset Management Employees
Employee
Years
Job
Industry
Bryan Schager Bryan Schager's Engemann Asset Management Experience January 1996 - August 2005
Job Regional Brand Manager at Living Proof, Inc.
Industry Cosmetics
Experience
Living Proof, Inc. April 2012 - Present
Robert Half Technology May 2011 - April 2012
Salon Transcripts May 2010 - May 2011
BUMBLE AND BUMBLE, INC August 2005 - January 2010
ENGEMANN ASSET MANAGEMENT January 1996 - August 2005
GENERAL MOTORS September 1995 - December 1995
Skills
Account Management, Social Media, Business Development, Public Speaking, Information Technology, Social Media Marketing, Online Advertising, Consulting, New Business Development, Sales, Recruiting, Marketing, Sales Management, Cold Calling, Marketing Strategy, Beauty Industry, Project Management, Fashion, Team Building, Leadership, Strategy, Management, Online Marketing, Event Planning, Sales Operations, Hair Care, Retail
Education
Azusa Pacific University 1993 — 1996
Bachelor of Science, Marketing
Living Proof, Inc. April 2012 - Present
Robert Half Technology May 2011 - April 2012
Salon Transcripts May 2010 - May 2011
BUMBLE AND BUMBLE, INC August 2005 - January 2010
ENGEMANN ASSET MANAGEMENT January 1996 - August 2005
GENERAL MOTORS September 1995 - December 1995
Skills
Account Management, Social Media, Business Development, Public Speaking, Information Technology, Social Media Marketing, Online Advertising, Consulting, New Business Development, Sales, Recruiting, Marketing, Sales Management, Cold Calling, Marketing Strategy, Beauty Industry, Project Management, Fashion, Team Building, Leadership, Strategy, Management, Online Marketing, Event Planning, Sales Operations, Hair Care, Retail
Education
Azusa Pacific University 1993 — 1996
Bachelor of Science, Marketing
Mark Dombrowski, CFA Mark Dombrowski, CFA's Engemann Asset Management Experience June 1997 - August 2001
Job Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2014 - Present
Bank of America Merrill Lynch January 2010 - April 2014
Altegris Investments April 2009 - December 2009
Banc of America Securities July 2008 - March 2009
Context Capital Management, LLC June 2003 - July 2006
Engemann Asset Management June 1997 - August 2001
Skills
Financial Modeling, Private Equity, Hedge Funds, Leadership, Analysis, Capital Markets, Finance, Business Intelligence, Portfolio Management, Investments, Strategy, Corporate Finance, Equities, Mergers, Investment Banking, Due Diligence, Mergers & Acquisitions, Financial Analysis, Valuation, Risk Management, Management, Banking, Securities
Education
University of Southern California - Marshall School of Business 2006 — 2008
MBA
Chartered Financial Analyst designation 2003 — 2006
CFA
University of California, San Diego 1999 — 2003
BS
SunTrust Robinson Humphrey October 2014 - Present
Bank of America Merrill Lynch January 2010 - April 2014
Altegris Investments April 2009 - December 2009
Banc of America Securities July 2008 - March 2009
Context Capital Management, LLC June 2003 - July 2006
Engemann Asset Management June 1997 - August 2001
Skills
Financial Modeling, Private Equity, Hedge Funds, Leadership, Analysis, Capital Markets, Finance, Business Intelligence, Portfolio Management, Investments, Strategy, Corporate Finance, Equities, Mergers, Investment Banking, Due Diligence, Mergers & Acquisitions, Financial Analysis, Valuation, Risk Management, Management, Banking, Securities
Education
University of Southern California - Marshall School of Business 2006 — 2008
MBA
Chartered Financial Analyst designation 2003 — 2006
CFA
University of California, San Diego 1999 — 2003
BS
Mathias Vince Karlen Mathias Vince Karlen's Engemann Asset Management Experience January 2008 - May 2008
Job Student at University Sankt Gallen
Industry Research
Experience
University Sankt Gallen September 2010 - Present
Schweizer Armee March 2012 - July 2012
InterPrint LLC September 2008 - May 2010
Engemann Asset Management January 2008 - May 2008
Charles R. Blyth Fund April 2007 - April 2008
Los Angeles Times September 2007 - December 2007
Offices of US Senator Patty Murray May 2007 - September 2007
Merrill Lynch May 2007 - September 2007
Programming Board, Occidental College September 2006 - May 2007
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Market Research, Editing, Event Planning, International Relations, Analysis, Policy Analysis, Community Outreach, Higher Education
Education
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2010 — 2013
Masters in International Affairs and Public Governance
Occidental College 2004 — 2008
Economics / Diplomacy and World Affairs
University Sankt Gallen September 2010 - Present
Schweizer Armee March 2012 - July 2012
InterPrint LLC September 2008 - May 2010
Engemann Asset Management January 2008 - May 2008
Charles R. Blyth Fund April 2007 - April 2008
Los Angeles Times September 2007 - December 2007
Offices of US Senator Patty Murray May 2007 - September 2007
Merrill Lynch May 2007 - September 2007
Programming Board, Occidental College September 2006 - May 2007
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Market Research, Editing, Event Planning, International Relations, Analysis, Policy Analysis, Community Outreach, Higher Education
Education
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2010 — 2013
Masters in International Affairs and Public Governance
Occidental College 2004 — 2008
Economics / Diplomacy and World Affairs
Lena Badalian Lena Badalian's Engemann Asset Management Experience September 2003 - September 2004
Job Senior Graphic Designer and Brand Lead Barbie
Industry Graphic Design
Experience
Mattel June 2011 - Present
Disney Consumer Products 2006 - October 2008
Hamagami/Carroll, Inc. 2004 - 2006
Engemann Asset Management September 2003 - September 2004
Skills
Graphics, Creative Direction, Graphic Design, InDesign, Illustrator, Web Design, Art Direction, Photoshop, Mac, Digital Media, Packaging, Marketing, Awesomeness
Education
California State University-Northridge 2002 — 2004
Bachelor of Art, Graphic Design
Mattel June 2011 - Present
Disney Consumer Products 2006 - October 2008
Hamagami/Carroll, Inc. 2004 - 2006
Engemann Asset Management September 2003 - September 2004
Skills
Graphics, Creative Direction, Graphic Design, InDesign, Illustrator, Web Design, Art Direction, Photoshop, Mac, Digital Media, Packaging, Marketing, Awesomeness
Education
California State University-Northridge 2002 — 2004
Bachelor of Art, Graphic Design
Albert Kwok Albert Kwok's Engemann Asset Management Experience June 1999 - April 2006
Job Managing Director at Jennison Associates
Industry Investment Management
Experience
Jennison Associates April 2011 - Present
Loomis Sayles April 2006 - April 2011
Engemann Asset Management June 1999 - April 2006
Skills
Chartered Financial..., Bloomberg, Portfolio Management, Fixed Income, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Equities, Emerging Markets, Investments, Equity Research, Asset Managment, Financial Reporting, Asset Management, Investment Management, Valuation
Education
University of California, Los Angeles 1996 — 1999
BA, Business Economics
Jennison Associates April 2011 - Present
Loomis Sayles April 2006 - April 2011
Engemann Asset Management June 1999 - April 2006
Skills
Chartered Financial..., Bloomberg, Portfolio Management, Fixed Income, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Equities, Emerging Markets, Investments, Equity Research, Asset Managment, Financial Reporting, Asset Management, Investment Management, Valuation
Education
University of California, Los Angeles 1996 — 1999
BA, Business Economics
Rick Eastland's Engemann Asset Management Experience July 2007 - September 2008
Job Harbor Road Capital Management LLC
Industry Information Technology and Services
Experience
Harbor Road Capital Management LLC March 2012 - Present
PeopleLinx April 2009 - December 2013
J Heck Investments January 2011 - April 2012
Southern California Edison June 2009 - January 2011
Engemann Asset Management July 2007 - September 2008
Clean Energy Asset Management October 2006 - June 2007
Royce and Associates June 2006 - August 2006
The Royce Funds February 2002 - June 2005
UBS October 2001 - February 2002
O'Shaughnessy Asset Management, LLC (OSAM) July 2000 - May 2001
Education
University of Southern California - Marshall School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Finance
Trinity College-Hartford 1996 — 2000
Bachelor's Degree, Psychology
St. Paul's School 1992 — 1996
High School
Harbor Road Capital Management LLC March 2012 - Present
PeopleLinx April 2009 - December 2013
J Heck Investments January 2011 - April 2012
Southern California Edison June 2009 - January 2011
Engemann Asset Management July 2007 - September 2008
Clean Energy Asset Management October 2006 - June 2007
Royce and Associates June 2006 - August 2006
The Royce Funds February 2002 - June 2005
UBS October 2001 - February 2002
O'Shaughnessy Asset Management, LLC (OSAM) July 2000 - May 2001
Education
University of Southern California - Marshall School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Finance
Trinity College-Hartford 1996 — 2000
Bachelor's Degree, Psychology
St. Paul's School 1992 — 1996
High School
David Garza David Garza's Engemann Asset Management Experience October 2002 - October 2006
Job Director of Portfolio Management at City National Rochdale
Industry Financial Services
Experience
City National Rochdale September 2014 - Present
BNY Mellon October 2010 - September 2014
M&I Bank November 2006 - November 2010
Engemann Asset Management October 2002 - October 2006
Roxbury Capital Management January 1994 - April 2001
Ernst & Young June 1990 - December 1993
Skills
Portfolio Management, Wealth Management, Hedge Funds, Accounting, Public Speaking, Team Leadership, Change Leadership, Private Wealth..., Wealth Management..., Equities, Asset Management, Securities, Change Management, Investments, Valuation, Financial Risk, Banking, Fixed Income, Bloomberg, Options, Bonds, Investment Strategies, Trading, Financial Services, Investment Management, Equity Research, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investment Advisory, Risk Management, Corporate Finance, Derivatives, Capital Markets, Asset Allocation, Financial Modeling, Private Equity, Financial Markets, Mutual Funds, Alternative Investments, Due Diligence, Emerging Markets, Series 63, Private Banking, Series 7, Estate Planning, Wealth, Institutional..., Structured Products, ETFs
Education
University of California, Los Angeles 1988 — 1990
BA, Economics
City National Rochdale September 2014 - Present
BNY Mellon October 2010 - September 2014
M&I Bank November 2006 - November 2010
Engemann Asset Management October 2002 - October 2006
Roxbury Capital Management January 1994 - April 2001
Ernst & Young June 1990 - December 1993
Skills
Portfolio Management, Wealth Management, Hedge Funds, Accounting, Public Speaking, Team Leadership, Change Leadership, Private Wealth..., Wealth Management..., Equities, Asset Management, Securities, Change Management, Investments, Valuation, Financial Risk, Banking, Fixed Income, Bloomberg, Options, Bonds, Investment Strategies, Trading, Financial Services, Investment Management, Equity Research, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investment Advisory, Risk Management, Corporate Finance, Derivatives, Capital Markets, Asset Allocation, Financial Modeling, Private Equity, Financial Markets, Mutual Funds, Alternative Investments, Due Diligence, Emerging Markets, Series 63, Private Banking, Series 7, Estate Planning, Wealth, Institutional..., Structured Products, ETFs
Education
University of California, Los Angeles 1988 — 1990
BA, Economics
Gretchen Lee's Engemann Asset Management Experience June 2000 - November 2004
Job Experienced RIA Compliance Consultant
Industry Investment Management
Experience
Crown City Compliance September 2009 - Present
Gamble Jones Investment Counsel January 2005 - September 2009
Engemann Asset Management June 2000 - November 2004
Skills
Compliance, Investment Management..., Broker-Dealer, Investment Advisory, Consultants, Proxy Voting, SEC filings, Marketing Communications, Wealth Management, Risk Assessment, Investments, Financial Risk, Mutual Funds, Investment Management, Asset Management, Equities, Due Diligence, Securities
Education
Scripps College 1988 — 1992
BA Economics, May 1992
Crown City Compliance September 2009 - Present
Gamble Jones Investment Counsel January 2005 - September 2009
Engemann Asset Management June 2000 - November 2004
Skills
Compliance, Investment Management..., Broker-Dealer, Investment Advisory, Consultants, Proxy Voting, SEC filings, Marketing Communications, Wealth Management, Risk Assessment, Investments, Financial Risk, Mutual Funds, Investment Management, Asset Management, Equities, Due Diligence, Securities
Education
Scripps College 1988 — 1992
BA Economics, May 1992
Fernando Rodriguez Fernando Rodriguez's Engemann Asset Management Experience January 2008 - June 2008
Job operations at Breeze (joinbreeze.com)
Industry Online Media
Experience
Breeze (joinbreeze.com) September 2014 - Present
Yahoo January 2014 - September 2014
Yahoo! February 2011 - December 2013
Yahoo! October 2009 - February 2011
Yahoo! August 2008 - February 2011
Yahoo! April 2008 - July 2008
Engemann Asset Management January 2008 - June 2008
FinancialContent, Inc. May 2006 - August 2006
Skills
Strategy, Analysis, Business Development, Sales, Forecasting, Microsoft Excel, Advertising, Management, Analytics, Product Management, Start-ups, Strategic Partnerships, Competitive Analysis, Online Advertising, E-commerce, Finance
Education
Occidental College
Economics with Math Emphasis
Breeze (joinbreeze.com) September 2014 - Present
Yahoo January 2014 - September 2014
Yahoo! February 2011 - December 2013
Yahoo! October 2009 - February 2011
Yahoo! August 2008 - February 2011
Yahoo! April 2008 - July 2008
Engemann Asset Management January 2008 - June 2008
FinancialContent, Inc. May 2006 - August 2006
Skills
Strategy, Analysis, Business Development, Sales, Forecasting, Microsoft Excel, Advertising, Management, Analytics, Product Management, Start-ups, Strategic Partnerships, Competitive Analysis, Online Advertising, E-commerce, Finance
Education
Occidental College
Economics with Math Emphasis
Schalonda Mooney Schalonda Mooney's Engemann Asset Management Experience October 2005 - March 2006
Job Freelance Graphic Designer
Industry Real Estate
Experience
Eastdil Secured May 2006 - December 2013
Engemann Asset Management October 2005 - March 2006
California Association of REALTORS(R) January 2003 - October 2005
Skills
InDesign, Illustrator, Photoshop, Adobe Acrobat, QuarkXPress, Microsoft Word, Microsoft Excel, PowerPoint, Dreamweaver, Adobe Creative Suite, Desktop Publishing, Advertising, Mac, Graphic Design
Education
California State University-Northridge 1998 — 2000
Bachelor of Arts (B.A.), Radio, Television, and Film
Platt College-San Diego 1996 — 1997
Diploma, Multimedia Design and Computer Animation
Eastdil Secured May 2006 - December 2013
Engemann Asset Management October 2005 - March 2006
California Association of REALTORS(R) January 2003 - October 2005
Skills
InDesign, Illustrator, Photoshop, Adobe Acrobat, QuarkXPress, Microsoft Word, Microsoft Excel, PowerPoint, Dreamweaver, Adobe Creative Suite, Desktop Publishing, Advertising, Mac, Graphic Design
Education
California State University-Northridge 1998 — 2000
Bachelor of Arts (B.A.), Radio, Television, and Film
Platt College-San Diego 1996 — 1997
Diploma, Multimedia Design and Computer Animation
Bill Hawes's Engemann Asset Management Experience 2004 - 2006
Job Portfolio Manager & Senior Equity Analyst
Industry Investment Management
Experience
Century Management 2010 - 2015
Century Management 2006 - 2010
Engemann Asset Management 2004 - 2006
Franklin Templeton Investments 2001 - 2004
Franklin Templeton Investments 1998 - 2001
Education
University of Southern California - Marshall School of Business 1996 — 1998
Master of Business Administration (MBA), Investments and Securities
The University of Texas at Austin 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Chartered Financial Analyst (CFA)
Century Management 2010 - 2015
Century Management 2006 - 2010
Engemann Asset Management 2004 - 2006
Franklin Templeton Investments 2001 - 2004
Franklin Templeton Investments 1998 - 2001
Education
University of Southern California - Marshall School of Business 1996 — 1998
Master of Business Administration (MBA), Investments and Securities
The University of Texas at Austin 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Chartered Financial Analyst (CFA)
Rosa Yi, CFA Rosa Yi, CFA's Engemann Asset Management Experience 1999 - 2002
Job Senior Analyst Special Situations at 1798 Global Partners
Industry Investment Management
Experience
1798 Global Partners January 2012 - Present
Longacre Fund Management July 2008 - November 2011
J.P. MORGAN SECURITIES May 2007 - August 2007
Pacific Investment Management Company (PIMCO) 2002 - 2006
Engemann Asset Management 1999 - 2002
Skills
Portfolio Management, Investments, Fixed Income, Value Investing, Structured Finance, Valuation, Leveraged Finance, Asset Management, Hedge Funds, Fundamental Research, Special Situations, Capital Markets, Equities, Corporate Development, Syndications, Alternative Investments, Financial Modeling, Equity Valuation, Emerging Markets, Equity Research
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Value Investing Program
University of California, Berkeley 1995 — 1999
BA, Economics
1798 Global Partners January 2012 - Present
Longacre Fund Management July 2008 - November 2011
J.P. MORGAN SECURITIES May 2007 - August 2007
Pacific Investment Management Company (PIMCO) 2002 - 2006
Engemann Asset Management 1999 - 2002
Skills
Portfolio Management, Investments, Fixed Income, Value Investing, Structured Finance, Valuation, Leveraged Finance, Asset Management, Hedge Funds, Fundamental Research, Special Situations, Capital Markets, Equities, Corporate Development, Syndications, Alternative Investments, Financial Modeling, Equity Valuation, Emerging Markets, Equity Research
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Value Investing Program
University of California, Berkeley 1995 — 1999
BA, Economics
Isabel Bautista Isabel Bautista's Engemann Asset Management Experience April 2000 - July 2005
Job Executive Assistant at Western Asset Management
Industry Investment Management
Experience
Western Asset Management August 2005 - Present
Engemann Asset Management April 2000 - July 2005
Van Deventer & Hoch April 1999 - March 2000
American Diversified, Inc. 1994 - April 1999
Smith Barney Shearson, Inc. November 1993 - March 1994
Huntington Advisors, Inc. September 1991 - November 1993
Whittier Trust Company 1990 - 1991
Whittier Trust Company 1990 - 1991
Education
Pasadena City College
Western Asset Management August 2005 - Present
Engemann Asset Management April 2000 - July 2005
Van Deventer & Hoch April 1999 - March 2000
American Diversified, Inc. 1994 - April 1999
Smith Barney Shearson, Inc. November 1993 - March 1994
Huntington Advisors, Inc. September 1991 - November 1993
Whittier Trust Company 1990 - 1991
Whittier Trust Company 1990 - 1991
Education
Pasadena City College
Carlo Manjikian's Engemann Asset Management Experience 2000 - 2004
Job Senior Investment Officer at Los Angeles Department of Water and Power
Industry Government Administration
Experience
Los Angeles Department of Water and Power 2008 - Present
Los Angeles City Employees' Retirement System 2008 - 2008
Los Angeles Unified School District 2005 - 2008
Kayne Anderson Rudnick 2004 - 2005
Engemann Asset Management 2000 - 2004
Prudential Financial 1999 - 2000
Skills
Investments, Asset Managment, Portfolio Management, Financial Analysis, Financial Modeling, Alternative Investments, Asset Allocation, Due Diligence, Hedge Funds, Equities, Valuation, Investment Strategies, Finance, Fixed Income, Series 7, Financial Services, Asset Management, Bloomberg Terminal, Bloomberg, Capital Markets, Equity Research, Investment Management
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Education, Investment Management
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
MBA, Finance
Montclair State University 1994 — 1997
B.S., Business Administration; Management
Los Angeles Department of Water and Power 2008 - Present
Los Angeles City Employees' Retirement System 2008 - 2008
Los Angeles Unified School District 2005 - 2008
Kayne Anderson Rudnick 2004 - 2005
Engemann Asset Management 2000 - 2004
Prudential Financial 1999 - 2000
Skills
Investments, Asset Managment, Portfolio Management, Financial Analysis, Financial Modeling, Alternative Investments, Asset Allocation, Due Diligence, Hedge Funds, Equities, Valuation, Investment Strategies, Finance, Fixed Income, Series 7, Financial Services, Asset Management, Bloomberg Terminal, Bloomberg, Capital Markets, Equity Research, Investment Management
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Education, Investment Management
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
MBA, Finance
Montclair State University 1994 — 1997
B.S., Business Administration; Management
David Rabenold's Engemann Asset Management Experience June 2000 - July 2003
Job Vice President Managed Account Trading
Industry Investment Management
Experience
Neuberger Berman May 2005 - Present
UBS Global Asset Management October 2003 - May 2005
Engemann Asset Management June 2000 - July 2003
Education
University of Rhode Island 1990 — 1994
Neuberger Berman May 2005 - Present
UBS Global Asset Management October 2003 - May 2005
Engemann Asset Management June 2000 - July 2003
Education
University of Rhode Island 1990 — 1994
Don Kuo's Engemann Asset Management Experience January 2000 - January 2004
Job Portfolio Manager at WCM Investment Management
Industry Investment Management
Experience
WCM Investment Management 2005 - Present
SunGard Advisor Technologies January 2004 - February 2005
Engemann Asset Management January 2000 - January 2004
Skills
Portfolio Management, Asset Allocation, Asset Management, Investment Strategies, Investments, Equity Research, Fixed Income, Wealth Management, Bonds, Mutual Funds, Bloomberg, Securities, Valuation, Financial Analysis, Alternative Investments, Hedge Funds, Bloomberg Terminal, Investment Advisory, Derivatives
Education
University of Missouri-Kansas City 1997 — 1999
M.B.A., Finance
The University of Kansas 1992 — 1996
B.S., Cellular Biology
WCM Investment Management 2005 - Present
SunGard Advisor Technologies January 2004 - February 2005
Engemann Asset Management January 2000 - January 2004
Skills
Portfolio Management, Asset Allocation, Asset Management, Investment Strategies, Investments, Equity Research, Fixed Income, Wealth Management, Bonds, Mutual Funds, Bloomberg, Securities, Valuation, Financial Analysis, Alternative Investments, Hedge Funds, Bloomberg Terminal, Investment Advisory, Derivatives
Education
University of Missouri-Kansas City 1997 — 1999
M.B.A., Finance
The University of Kansas 1992 — 1996
B.S., Cellular Biology
James Armijo's Engemann Asset Management Experience December 2006 - September 2008
Job Chief Operating Officer at PatientPop Inc. | Expansion Stage Executive
Industry Computer Software
Experience
PatientPop Inc. July 2015 - Present
Kareo October 2013 - June 2015
Kareo December 2012 - October 2013
Kareo November 2011 - December 2012
Kareo November 2010 - November 2011
8x8, Inc. January 2010 - October 2010
8x8, Inc. February 2009 - January 2010
8x8, Inc. October 2008 - February 2009
Engemann Asset Management December 2006 - September 2008
Northwestern Mutual December 2006 - April 2007
Skills
Change Management, Financial Analysis, Market Research, Business Valuation, Shipping, Billing, Order Processing, Salesforce.com, Budgeting, Business Strategy, Financial Modeling, Business Planning, Process Improvement, Team Building, Organizational..., Forecasting, Program Management, Strategic Planning, Leadership Development, Coaching, Performance Management, Planning, Customer Relations, Operations Management, Valuation, Competitive Analysis, Customer Service, Team Leadership, Organizational Design, Business Analysis, Problem Solving, Invoicing, Entrepreneurship, SaaS, Start-ups, Business Development, Strategic Partnerships, Training, Budgets, Project Planning, Product Management, Leadership, Sales, Sales Operations, Business Intelligence, Professional Services, Strategy, Management
Education
Occidental College 2005 — 2007
BA, Diplomacy & World Affairs, Economics
The American University in Cairo 2004 — 2005
St. Joseph's High School
PatientPop Inc. July 2015 - Present
Kareo October 2013 - June 2015
Kareo December 2012 - October 2013
Kareo November 2011 - December 2012
Kareo November 2010 - November 2011
8x8, Inc. January 2010 - October 2010
8x8, Inc. February 2009 - January 2010
8x8, Inc. October 2008 - February 2009
Engemann Asset Management December 2006 - September 2008
Northwestern Mutual December 2006 - April 2007
Skills
Change Management, Financial Analysis, Market Research, Business Valuation, Shipping, Billing, Order Processing, Salesforce.com, Budgeting, Business Strategy, Financial Modeling, Business Planning, Process Improvement, Team Building, Organizational..., Forecasting, Program Management, Strategic Planning, Leadership Development, Coaching, Performance Management, Planning, Customer Relations, Operations Management, Valuation, Competitive Analysis, Customer Service, Team Leadership, Organizational Design, Business Analysis, Problem Solving, Invoicing, Entrepreneurship, SaaS, Start-ups, Business Development, Strategic Partnerships, Training, Budgets, Project Planning, Product Management, Leadership, Sales, Sales Operations, Business Intelligence, Professional Services, Strategy, Management
Education
Occidental College 2005 — 2007
BA, Diplomacy & World Affairs, Economics
The American University in Cairo 2004 — 2005
St. Joseph's High School
Christy Fortriede (Theuer)'s Engemann Asset Management Experience September 2000 - April 2008
Job Marketing Professional
Industry Investment Management
Experience
Aristotle Capital Management, LLC May 2013 - February 2015
Metropolitan West Capital Management April 2008 - May 2013
Engemann Asset Management September 2000 - April 2008
Washington Mutual Bank November 1997 - February 2000
The Walt Disney Company November 1998 - July 1999
Skills
Investments, Asset Managment, Mutual Funds, Portfolio Management, Wealth Management, Investment Management, Asset Allocation, Asset, Asset Management, Equities, Financial Services, Investment Strategies, Management, Series 7, Securities
Education
California State University-Northridge 1996 — 1999
B.S., Business Administration/Marketing
College of the Canyons 1993 — 1996
AA, Social Sciences
Aristotle Capital Management, LLC May 2013 - February 2015
Metropolitan West Capital Management April 2008 - May 2013
Engemann Asset Management September 2000 - April 2008
Washington Mutual Bank November 1997 - February 2000
The Walt Disney Company November 1998 - July 1999
Skills
Investments, Asset Managment, Mutual Funds, Portfolio Management, Wealth Management, Investment Management, Asset Allocation, Asset, Asset Management, Equities, Financial Services, Investment Strategies, Management, Series 7, Securities
Education
California State University-Northridge 1996 — 1999
B.S., Business Administration/Marketing
College of the Canyons 1993 — 1996
AA, Social Sciences
Mary Leonard Fitzpatrick's Engemann Asset Management Experience 1993 - 2005
Job Independent Investment Management Professional
Industry Investment Management
Experience
Engemann Asset Management 1993 - 2005
Smith Barney 1982 - 1993
Katherine Delmar Burke School San Francisco 1979 - 1983
Polytechnic School 1971 - 1979
Herricks Sr High School, New Hyde Park NY 1963 - 1967
Skills
Series 7, Equities, Investments, Portfolio Management, Asset Managment, Financial Services, Asset Management
Education
Middlebury College 1962 — 1963
MA, French/Sorbonne Paris, France
Manhattanville College 1958 — 1962
BA, French
Engemann Asset Management 1993 - 2005
Smith Barney 1982 - 1993
Katherine Delmar Burke School San Francisco 1979 - 1983
Polytechnic School 1971 - 1979
Herricks Sr High School, New Hyde Park NY 1963 - 1967
Skills
Series 7, Equities, Investments, Portfolio Management, Asset Managment, Financial Services, Asset Management
Education
Middlebury College 1962 — 1963
MA, French/Sorbonne Paris, France
Manhattanville College 1958 — 1962
BA, French
Albert Candari's Engemann Asset Management Experience July 2000 - August 2005
Job Designer, Biker and Sushi Lover
Industry Information Technology and Services
Experience
Instructure May 2015 - Present
Digital Media Division at LDS Publishing Services May 2011 - May 2015
Corporation of the Presiding Bishoprics Office June 2007 - May 2011
Brigham Young University Hawaii August 2005 - July 2007
Engemann Asset Management July 2000 - August 2005
Brigham Young University Hawaii December 1998 - July 2000
Skills
Graphic Design, Adobe Creative Suite, Web Design, Illustrator, CSS, Interaction Design, User Experience, Typography, HTML 5, Mobile Devices, Game Design, Wireframes, Contextual Inquiry, User Experience Design, Information Architecture, User-centered Design, Usability Testing, Software Development, User Interface Design, Human Computer..., HTML5
Education
Stanford University 2015 — 2017
Graduate Professional Certificate, Stanford Innovation and Entrepreneurship Certificate
Brigham Young University - Hawaii 1991 — 2000
Bachelors, Infomation Systems
Brigham Young University - Hawaii 1991 — 2000
Commercial and Advertising Art
Instructure May 2015 - Present
Digital Media Division at LDS Publishing Services May 2011 - May 2015
Corporation of the Presiding Bishoprics Office June 2007 - May 2011
Brigham Young University Hawaii August 2005 - July 2007
Engemann Asset Management July 2000 - August 2005
Brigham Young University Hawaii December 1998 - July 2000
Skills
Graphic Design, Adobe Creative Suite, Web Design, Illustrator, CSS, Interaction Design, User Experience, Typography, HTML 5, Mobile Devices, Game Design, Wireframes, Contextual Inquiry, User Experience Design, Information Architecture, User-centered Design, Usability Testing, Software Development, User Interface Design, Human Computer..., HTML5
Education
Stanford University 2015 — 2017
Graduate Professional Certificate, Stanford Innovation and Entrepreneurship Certificate
Brigham Young University - Hawaii 1991 — 2000
Bachelors, Infomation Systems
Brigham Young University - Hawaii 1991 — 2000
Commercial and Advertising Art
Grace Oviatt's Engemann Asset Management Experience April 1995 - June 2006
Job Paralegal at U.S. Attorneys Office
Industry Legal Services
Experience
Forfeiture Support Associates November 2011 - Present
Law Office of Philip Shakhnis June 2010 - November 2011
Roxbury Capital Management July 2006 - January 2009
Engemann Asset Management April 1995 - June 2006
Skills
Series 7, Securities, Due Diligence, Series 63, Investments, Asset Managment, Equities, Hedge Funds, Private Equity, Bloomberg, Financial Analysis, Investment Management, Alternative Investments, Asset Allocation, Investment Strategies, Litigation, FINRA, Mutual Funds, Asset Management, Legal Research, Risk Management, Trading, Portfolio Management, Finance
Education
University of California, Los Angeles 2010 — 2010
Paralegal Certificate
UNIVERSITY OF LA VERNE
Bachelor of Science, Business Administration
Forfeiture Support Associates November 2011 - Present
Law Office of Philip Shakhnis June 2010 - November 2011
Roxbury Capital Management July 2006 - January 2009
Engemann Asset Management April 1995 - June 2006
Skills
Series 7, Securities, Due Diligence, Series 63, Investments, Asset Managment, Equities, Hedge Funds, Private Equity, Bloomberg, Financial Analysis, Investment Management, Alternative Investments, Asset Allocation, Investment Strategies, Litigation, FINRA, Mutual Funds, Asset Management, Legal Research, Risk Management, Trading, Portfolio Management, Finance
Education
University of California, Los Angeles 2010 — 2010
Paralegal Certificate
UNIVERSITY OF LA VERNE
Bachelor of Science, Business Administration
Devra Bell's Engemann Asset Management Experience August 1989 - April 2006
Job Assistant Vice President Relationship Manager at U.S. Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC June 2006 - Present
Engemann Asset Management August 1989 - April 2006
Skills
Financial Analysis, Commercial Lending, Equities, Small Business Lending, Retail Banking, Credit Risk, Portfolio Management, Loans, Consumer Lending, Relationship Management, Commercial Banking, Banking, Credit, Hedge Funds, Cross Selling, Mutual Funds, Credit Analysis, Financial Services, Securities, Alternative Investments, Investment Management, Fixed Income, Investments, Asset Management, Finance, Management, Series 7, Wealth Management, Due Diligence
Education
Citrus College 1980 — 1982
General Studies
U.S. Bancorp Fund Services, LLC June 2006 - Present
Engemann Asset Management August 1989 - April 2006
Skills
Financial Analysis, Commercial Lending, Equities, Small Business Lending, Retail Banking, Credit Risk, Portfolio Management, Loans, Consumer Lending, Relationship Management, Commercial Banking, Banking, Credit, Hedge Funds, Cross Selling, Mutual Funds, Credit Analysis, Financial Services, Securities, Alternative Investments, Investment Management, Fixed Income, Investments, Asset Management, Finance, Management, Series 7, Wealth Management, Due Diligence
Education
Citrus College 1980 — 1982
General Studies
Suzanne Lavaty's Engemann Asset Management Experience 2004 - 2006
Job Director of Operations at MWCM / Cruise & Vacation Consultant at Expedia CruiseShipCenters
Industry Financial Services
Experience
Expedia CruiseShipCenters April 2014 - Present
Metropolitan West Capital Management, LLC February 2011 - Present
Metropolitan West Capital Management, LLC April 2008 - February 2011
Engemann Asset Management 2004 - 2006
Citigroup 2000 - 2002
Skills
Asset Allocation, Mutual Funds, Management, Financial Modeling, Budgets, Hedge Funds, Marketing, Trading, Bloomberg, Asset Managment, Equities, Investments, Securities, Team Leadership, Portfolio Management, Asset Management, Fixed Income
Education
California State University-Fullerton
MBA, Business Administration and Management, General
California State University-Fullerton
BA, French
Expedia CruiseShipCenters April 2014 - Present
Metropolitan West Capital Management, LLC February 2011 - Present
Metropolitan West Capital Management, LLC April 2008 - February 2011
Engemann Asset Management 2004 - 2006
Citigroup 2000 - 2002
Skills
Asset Allocation, Mutual Funds, Management, Financial Modeling, Budgets, Hedge Funds, Marketing, Trading, Bloomberg, Asset Managment, Equities, Investments, Securities, Team Leadership, Portfolio Management, Asset Management, Fixed Income
Education
California State University-Fullerton
MBA, Business Administration and Management, General
California State University-Fullerton
BA, French
Mike Roney, CIMA®, CIMC®'s Engemann Asset Management Experience July 1998 - March 2006
Job Senior Portfolio Analyst
Industry Investment Management
Experience
Investment Management Firm June 2007 - Present
Financial Information Network August 2006 - June 2007
FFR Advisory, LLC March 2006 - August 2006
Engemann Asset Management July 1998 - March 2006
Skills
Asset Management, Alternative Investments, Portfolio Optimization, Financial Analysis, Fixed Income, Investments, Portfolio Management, Derivatives, Microsoft Excel, Investment Strategies, Bonds, Investment Advisory, Wealth Management, Options, Analysis, ETFs, Mutual Funds, Trading, Securities, Asset Allocation, Equity Research, Equities, Hedge Funds, Strategic Financial..., Valuation, Fund Of Funds, Financial Markets, Risk Management, Investment Management, Due Diligence, Bloomberg Terminal, Bloomberg, Corporate Finance, Series 7, Equity Valuation, Finance, Financial Services, Capital Markets, Series 63, Investment Banking, Financial Modeling, Business Valuation, Private Equity, Relationship Management, Institutional..., Hedging, High Yield, Equity Trading, Financial Planning
Education
San Diego State University-California State University
BS, Business Administration
Pasadena City College 1992 — 1995
AS, Business
Pasadena City College 1992 — 1995
AA, Business
Investment Management Firm June 2007 - Present
Financial Information Network August 2006 - June 2007
FFR Advisory, LLC March 2006 - August 2006
Engemann Asset Management July 1998 - March 2006
Skills
Asset Management, Alternative Investments, Portfolio Optimization, Financial Analysis, Fixed Income, Investments, Portfolio Management, Derivatives, Microsoft Excel, Investment Strategies, Bonds, Investment Advisory, Wealth Management, Options, Analysis, ETFs, Mutual Funds, Trading, Securities, Asset Allocation, Equity Research, Equities, Hedge Funds, Strategic Financial..., Valuation, Fund Of Funds, Financial Markets, Risk Management, Investment Management, Due Diligence, Bloomberg Terminal, Bloomberg, Corporate Finance, Series 7, Equity Valuation, Finance, Financial Services, Capital Markets, Series 63, Investment Banking, Financial Modeling, Business Valuation, Private Equity, Relationship Management, Institutional..., Hedging, High Yield, Equity Trading, Financial Planning
Education
San Diego State University-California State University
BS, Business Administration
Pasadena City College 1992 — 1995
AS, Business
Pasadena City College 1992 — 1995
AA, Business
Andrew Srichandra's Engemann Asset Management Experience 2004 - 2007
Job
Industry Investment Management
Experience
Driehaus Capital Management June 2007 - Present
Engemann Asset Management 2004 - 2007
AIC Group of Funds 2001 - 2004
Education
University of Manitoba 1994 — 1998
Bachelor of Commerce (B.Com.), Finance, General
Driehaus Capital Management June 2007 - Present
Engemann Asset Management 2004 - 2007
AIC Group of Funds 2001 - 2004
Education
University of Manitoba 1994 — 1998
Bachelor of Commerce (B.Com.), Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY