Macquarie Funds Group
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Macquarie Funds Group Employees
Cox Automotive Inc. April 2014 - Present
EY - M&A Division July 2012 - July 2013
Goldman Sachs - Investment Banking Division March 2011 - May 2012
Macquarie Funds Group January 2009 - February 2011
Macquarie Capital February 2005 - December 2008
Education
The University of Western Australia 2012 — 2013
Graduate Diploma in Oil and Gas Engineering, Distinction
The University of Western Australia 2000 — 2004
Bachelor of Engineering (BE), Information Technology, First Class Honours
The University of Western Australia 2000 — 2004
Bachelor of Commerce (BCom), Corporate Finance, Investment Finance, Quantitative Finance, Distinction
Summit Funding, Inc. August 2013 - Present
Equity Loans, LLC April 2012 - August 2013
Robert Half Australia October 2011 - December 2011
Macquarie Funds Group June 2011 - September 2011
Innovative Home Loans November 2007 - February 2011
2020 Mortgage November 2005 - October 2007
NuVasive April 2004 - August 2004
Skills
Finance, Real Estate, FHA loans, VA loans, Marketing, USDA Rural Housing, Business to Business..., Business to Consumer..., Financial Analysis, FHA, B2B, Retail, Sales, Business Development, Loans, Credit, Investments, Accounting, Mortgage Lending, Reverse Mortgages, Investment Properties, Residential Mortgages, Loan Origination, Foreclosures, USDA, Funding, Residential Homes, VA Loans
Education
Butler University - College of Business Administration 2001 — 2005
Bachelor of Science (BS), Finance
Macquarie Funds Group September 2009 - Present
Macquarie Securities Group September 2007 - August 2009
Microsoft Research Asia June 2006 - July 2007
Oracle China Development Center June 2006 - August 2006
Intel (China) Ltd. December 2004 - August 2005
Education
Peking University 2005 — 2007
Master, Software Engineering
Nanjing University 2001 — 2005
Bachelor, Software Engineering
Cohen & Steers June 2010 - Present
Macquarie Funds Group 2009 - 2010
GLG Partners 2007 - 2009
Citigroup Investment Research 2004 - 2007
Goldman Sachs 2000 - 2002
PDVSA Petroleos de Venezuela S.A. 1998 - 1999
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance, Investment Mgmt
Universidad Católica Andrés Bello
Morningstar July 2013 - Present
MACQUARIE FUNDS GROUP 2008 - 2010
Macquarie Allegiance Capital 2006 - 2008
Skills
CMBS, Bonds, Trading, Fixed Income, Portfolio Management, Real Estate, ABS, Financial Analysis, Financial Modeling, Valuation, Leveraged Finance, Financial Reporting, Asset Management, Excel, Economics, Cash Flow, Forecasting, VBA, Financial Management, Underwriting, Pricing, Investments, Structured Products
Education
Chapman University, The George L. Argyros School of Business and Economics 2002 — 2005
BA, Economics
Santander Consumer USA Inc. July 2015 - Present
Santander Consumer USA Inc. November 2013 - June 2015
Instituto Cultural Peruano Norteamericano - ICPNA June 2013 - October 2013
Summit Education May 2012 - May 2013
English Life Peru May 2010 - May 2012
Macquarie Funds Group August 2009 - December 2009
Morgan McKinley December 2007 - June 2009
JPMorgan Securities Japan Co. Ltd. April 2006 - November 2007
JP Morgan Chase May 2002 - March 2006
Merrill Lynch January 1999 - April 2002
Skills
Microsoft Office, Microsoft Excel, Programas financieros:..., Strategic Planning, Analysis, Finance, Financial Analysis, English, Management, Team Leadership, Portfolio Management, Risk Management, Banking, Accounting
Education
University of St. Thomas (TX)
Master's Degree, Finance, MBA
University of Houston
Bachelor's Degree, Economics, Magna Cum Laude
Awaken Group September 2011 - Present
Nicols Consulting Group August 2010 - Present
Nicols Consulting Group, LLC August 2010 - Present
Macquarie Funds Group September 2010 - August 2011
GKM Newport June 2007 - August 2010
Generation Capital Services, LLC October 2004 - June 2007
The Marketing Machine December 2001 - October 2004
Net2000 June 2001 - November 2001
Net2000 March 2001 - June 2001
Teleglobe June 2000 - March 2001
Skills
Marketing Communications, Telecommunications, Private Equity, Management Consulting, Corporate Social..., Social Entrepreneurship, Sustainable Development, Sustainable Business, Strategy, Program Management, Organizational..., Leadership Development, Negotiation, Business Development, Business Strategy, Team Building, Start-ups, Strategic Planning, Public Speaking, Strategic Partnerships, Leadership, Training, Management, Executive Coaching, Marketing Strategy, Marketing, Performance Management, Process Improvement, Fundraising, Consulting, Event Management, Coaching, Entrepreneurship, Nonprofits, Public Relations, Mergers & Acquisitions, Small Business, Venture Capital, Business Planning, Sales, Collaboration
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Science (MS), Organizational Development
George Mason University 1991 — 1995
B.A., International Relations/Global Systems
Landmark Education 2000 — 2019
Ares Management February 2011 - Present
Macquarie Funds Group September 2004 - February 2011
ING Capital Advisors, LLC November 1997 - August 2004
Astra Management Corporation July 1994 - October 1997
The Pilgrim Group February 1992 - May 1994
Skills
Hedge Funds, Private Equity, Portfolio Management, Financial Modeling, Loans, Investments, Structured Products, Series 24, Due Diligence, Alternative Investments, Risk Management, Securities, Mutual Funds, Fund Of Funds, Asset Management, Fixed Income
Education
University of Oklahoma 1985 — 1991
BBA, Finance
Pacific Asset Management January 2011 - Present
Macquarie Funds Group April 2004 - December 2010
Hanson McClain 2002 - 2004
Education
California State University-Sacramento
Business Administration, Finance & Economics
London School of Economics and Political Science
Economics
Macquarie Funds Group October 2001 - June 2011
Macquarie Group 2001 - 2011
ING Capital Advisors Inc December 1995 - September 2001
Pilgrim Group, Inc April 1986 - December 1995
Education
University of Minnesota
Bachelor of Science, English History
University of Minnesota-Twin Cities
BS, History