Matthews Asia

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Matthews Asia Employees

Employee
Years
Job
Industry
Heidi Fong, PHR Heidi Fong, PHR San Francisco Bay Area Details
Heidi Fong, PHR's Matthews Asia Experience July 2013 - Present
Job Senior Talent Acquisition Manager
Industry Investment Management
Experience
Matthews Asia   July 2013 - Present
Montgomery & Co., LLC   January 2011 - April 2013
Montgomery & Co., LLC   January 2007 - January 2011
Montgomery & Co., LLC   August 2004 - January 2007
Montgomery & Co., LLC   June 2003 - August 2004

Skills
College Recruiting, Graduate Recruitment, Payroll Administration, Performance Management, Employee Benefits, Training & Development, Employee Relations, Payroll, Salesforce.com, Human Resources, Recruiting, Applicant Tracking..., Onboarding, Mergers & Acquisitions, Employee Training, Benefits Administration, Strategy, Training

Education
California State University-Long Beach   1999 — 2003
BA, Organizational Communication

Hillsdale High School

Leah (Curtis) Harold Leah (Curtis) Harold San Francisco Bay Area Details
Leah (Curtis) Harold's Matthews Asia Experience March 2014 - Present
Job Vice President, U.S. Marketing at Matthews Asia
Industry Financial Services
Experience
Matthews Asia   March 2014 - Present
Calamos Investments  April 2010 - February 2014
Partners Wealth Management  April 2005 - April 2010

Skills
Investment Management, Series 7, Wealth Management, Mutual Funds, Alternative Investments, Hedge Funds, Retirement Planning, PowerPoint, E-money, Morningstar, Google Analytics, HTML, Sitecore, Building Relationships, Team Building, Asset Managment, UCITS, Investment Compliance, Asset Allocation, Tactical Asset..., Development &..., Synchronism with Sales, Dreamweaver, Marketing Strategy, Marketing Communications, Digital Marketing, SEO, Email Marketing, SEM, Direct Marketing, Presentations, Due Diligence, Trade Shows, Webcasting, Webinar Development, Webinar Management, Conference Organization, Retirement, 401k, Leadership, Securities, Customer Segmentation..., Asset Management

Education
Saint Xavier University   2005 — 2007
MBA, Financial Planning

Andrew Kogan, CFA Andrew Kogan, CFA San Francisco Bay Area Details
Andrew Kogan, CFA's Matthews Asia Experience February 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Matthews Asia   February 2015 - Present
First Republic Investment Management  May 2012 - November 2014
Brocade  March 2012 - May 2012
CM Capital Advisors   December 2009 - July 2011
Dolby Laboratories, Inc  June 2008 - August 2008
UC Santa Barbara Economic Forecast Project   March 2007 - May 2007

Skills
Financial Modeling, Investments, Bloomberg, Hedge Funds, Private Equity, Mutual Funds, Strategic Financial..., Portfolio Management

Education
University of California, Santa Barbara   2005 — 2009
Bachelor of Arts, Business Economics; Accounting

Eötvös Loránd University Budapest Study Center   2008 — 2008
History, Literature, and Political Science Studies

Wayne Lo Wayne Lo San Francisco Bay Area Details
Wayne Lo's Matthews Asia Experience September 2012 - Present
Job Director at Matthews Asia
Industry Investment Management
Experience
Matthews Asia   September 2012 - Present
Apple Inc.  May 2011 - August 2012
SanDisk  June 2010 - May 2011
Moody's Analytics  June 2009 - August 2009
Deloitte  June 2006 - July 2008
Ernst & Young  2001 - 2006

Skills
Strategic Planning, Business Strategy, Competitive Analysis, Product Management, Corporate Development, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Mergers, Management Consulting, Project Management, Cross-functional Team..., Mergers & Acquisitions

Education
University of California, Berkeley - Walter A. Haas School of Business   2008 — 2010
MBA

The University of British Columbia   1997 — 2001
Bachelor of Commerce, Accounting

Robert Cosgrove Robert Cosgrove San Francisco, California Details
Robert Cosgrove's Matthews Asia Experience January 2014 - Present
Job Fixed Income Business System Analyst/Programmer at Matthews Asia
Industry Investment Management
Experience
Matthews Asia   January 2014 - Present
PIMCO  May 2013 - January 2014
BlackRock  February 2009 - May 2013
BlackRock (formerly Barclays Global Investors)   April 2005 - March 2009
World Travel Sabbatical   January 2003 - January 2005
Thomson Financial  November 2000 - December 2002
Novo Corporation   December 1999 - November 2000
Vestek Systems Inc   August 1995 - December 1999

Education
University of California, Berkeley
BA, Physics and Applied Mathematics

Lindsay Phillips Baugh Lindsay Phillips Baugh San Francisco, California Details
Lindsay Phillips Baugh's Matthews Asia Experience August 2015 - Present
Job Client Marketing Associate at Matthews Asia
Industry Investment Management
Experience
Matthews Asia   August 2015 - Present
Waddell & Reed Investment Management Company   April 2013 - June 2015
Jody Phillips Dance Company   August 2005 - June 2015
Ivy Funds Distributor, Inc.   July 2010 - April 2013
Waddell & Reed Services Company   June 2008 - June 2010
John Deere  May 2005 - August 2005

Skills
Investments, Mutual Funds, Customer Service, Series 63, Retirement Planning, Maintaining Strong..., Marketing, Sales, Strategy, Series 7, Finance, Series 6, Analysis, Asset Allocation, 401k, Portfolio Management, CRM, Series 65, Management, RFP, RFP Generation, Business Development

Education
University of Kansas   2001 — 2006
Bachelor of Science (B.S.), Finance, General

University of Kansas   2001 — 2006
Bachelor of Arts (B.A.), Spanish Language and Literature

University of Kansas   2001 — 2006
Bachelor of Science (B.S.), Marketing

Kaplan Schweser CFA prep course

Kaplan Schweser Coursework

Matthew Othick Matthew Othick San Francisco Bay Area Details
Matthew Othick's Matthews Asia Experience November 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Matthews Asia   November 2012 - Present
JP Morgan Chase  August 2009 - September 2012
Standard Chartered Bank  May 2008 - May 2009
DSG Financial Services Ltd   May 2002 - May 2008

Education
The University of Salford   2003 — 2007
BSc (Hon) Business Studies with Financial Management

Derek Chow Derek Chow San Francisco, California Details
Derek Chow's Matthews Asia Experience September 2014 - Present
Job Matthews Asia
Industry Investment Management
Experience
Matthews Asia   September 2014 - Present
Voya Investment Management  September 2011 - June 2014
FAF Advisors  December 2007 - January 2011
Cornerstone Real Estate Funds  March 2006 - November 2007
Lincoln Financial Distributors  2003 - 2005
Strong Capital Management  2001 - 2003
Fidelity Investments  1998 - 2001
Nuveen  1991 - 1998
New England Financial  1985 - 1989

Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Asset Managment, Separately Managed..., Asset Allocation, ETFs, Securities, Investment Advisory, Wealth Management, Asset Management, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Investment Management, Retirement Planning, Financial Services, Retirement

Education
Dartmouth College   1980 — 1984
Bachelor's degree, Philosophy and Religious Studies

Bradley Kairis Bradley Kairis San Francisco, California Details
Bradley Kairis's Matthews Asia Experience December 2012 - Present
Job Office Services Clerk at Matthews International Capital Management
Industry Writing and Editing
Experience
Matthews Asia   December 2012 - Present
Self-Employed / Contract work   April 2011 - Present
Carol Nygard & Associates   September 2011 - December 2012
Colorado Technical University  September 2010 - March 2011
Colorado Technical University  May 2009 - August 2010
Sherman Hospital  January 2003 - May 2009

Skills
Writing, Editing, Administrative Support, Proofreading, Office Administration, Receptionist Duties, Switchboard Operator, Microsoft Office, Communication Skills, SEO, Copywriting, Ghostwriting, Office Equipment, Experienced Traveler, Intercultural..., Data Entry, Auditing, Quality Assurance, Video Conferencing, Clerical Work, Typing WPM 70-80

Education
North Central College   2005 — 2009
BA, English

Elgin Community College   2003 — 2005
Associate's, Art

David Dali David Dali San Francisco Bay Area Details
David Dali's Matthews Asia Experience April 2015 - Present
Job Client Portfolio Strategist at Matthews Asia
Industry Financial Services
Experience
Matthews Asia   April 2015 - Present
BlackRock  March 2014 - March 2015
Duet USA Asset Management, LLC   September 2012 - October 2013
Macquarie Capital Investment Management LLC   October 2008 - December 2011
OneWorld Investments, LP   February 1999 - October 2008

Skills
Emerging Markets, Equities, Portfolio Management, Mutual Funds, Investments, Investment Banking, Asset Allocation, Investment Management, Foreign Exchange, Fixed Income, Derivatives, Funding, Capital Markets, Alternative Investments, Mergers & Acquisitions, Private Equity

Education
Santa Clara University   1982 — 1986
BSC, Finance

Chia Teoh Chia Teoh San Francisco Bay Area Details
Chia Teoh's Matthews Asia Experience February 2012 - Present
Job Fund Administration Associate at Matthews Asia
Industry Financial Services
Experience
Matthews Asia   February 2012 - Present
Matthews Asia   January 2007 - February 2012
Matthews Asia   May 2006 - December 2006
Philippe Becker  January 2006 - May 2006
Davis Mortgage Investment Company, LLC   September 2004 - January 2006

Skills
Microsoft Excel, PowerPoint, Project Management, Calendaring, Travel Arrangements, Microsoft Office, Executive Support, Illustrator, Salesforce.com, Outlook, Event Planning, Facebook

Education
UC Berkeley   2006 — 2007
Certificate Program, Graphic Design

University of California, Davis   2000 — 2004
BA/BA, Sociology of Law/ Asian American Studies

Jesse Zwack Jesse Zwack San Francisco Bay Area Details
Jesse Zwack's Matthews Asia Experience July 2012 - Present
Job Executive Assistant
Industry Investment Management
Experience
Matthews Asia   July 2012 - Present
Consulate General of Luxembourg, Trade and Investment Office   February 2011 - July 2012
J. Paul Getty Museum  July 2008 - July 2009
J. Paul Getty Museum  2003 - 2008
J. Paul Getty Trust  2005 - 2006

Skills
Proficient in InDesign, Copy Editing, Teaching, Instructional Design, Editing, Event Planning, Publications, Newsletters, Research, Books, Proofreading, Marketing, Training, Advertising, Spanish, Proposal Writing, Outlook, French, Team Building, Time Management, PowerPoint, Management, Budgets, Event Management, Market Research, Program Management, Public Relations, Social Networking, Business Development, Editorial, Facebook, Copywriting, Microsoft Word, Fundraising, Public Speaking, Nonprofits, Social Media, Team Leadership, Project Management, Writing

Education
St. Cloud State University   1997 — 2006
M.S.

St. Cloud State University   1989 — 1996
B.A.

Université Toulouse 1 Capitole   1991 — 1992

Jamie Goldman Jamie Goldman San Francisco, California Details
Jamie Goldman's Matthews Asia Experience July 2014 - Present
Job Regulatory Administration Specialist at Matthews Asia
Industry Investment Management
Experience
Matthews Asia   July 2014 - Present
AXA Rosenberg  May 2013 - July 2014
National Audubon Society  May 2011 - August 2011
Family Online Safety Institute  June 2010 - May 2011
UC San Diego  2007 - August 2009
San Diego City Council  May 2007 - September 2007
McNerney for Congress  June 2006 - September 2006

Skills
Public Policy, Legal Writing, Legal Research, Research, Policy Analysis, Community Outreach

Education
The George Washington University Law School   2009 — 2012
Doctor of Law (JD)

University of California, San Diego   2005 — 2009
Bachelor of Arts (B.A.), Political Science and History

Jennifer Commer Jennifer Commer San Francisco, California Details
Jennifer Commer's Matthews Asia Experience June 2012 - Present
Job Marketing Associate at Matthews Asia
Industry Marketing and Advertising
Experience
Matthews Asia   June 2012 - Present
ALS Association - Golden West Chapter   January 2012 - Present
Investment Advisory Firm  April 2011 - June 2012
JSY Public Relations   April 2011 - January 2012

Skills
Event Planning, Marketing, Microsoft Excel, Public Relations, PowerPoint, Event Management

Education
California State University-Long Beach - College of Business Administration   2007 — 2009
Bachelor of Science - Business Administration, Marketing, Finance

Sophia Raygosa Sophia Raygosa San Francisco, California Details
Sophia Raygosa's Matthews Asia Experience June 2015 - Present
Job Receptionist at Matthews Asia
Industry Primary/Secondary Education
Experience
Matthews Asia   June 2015 - Present
Green Ivy Educational Consulting  March 2014 - June 2015
Brandeis Hillel Day School  July 2006 - March 2014
The Towers   April 2006 - June 2006
Task Masters   February 2005 - August 2005
Old Navy  June 2003 - June 2005

Skills
Community Outreach, Fundraising, Microsoft Word, PowerPoint, Outlook, Microsoft Excel, Database Administration, Supervising Others, Customer Service, Process Scheduler, Management, Office Management, Classroom Management, Lesson Planning

Education
San Francisco State University   2012 — 2014
Bachelor of Arts (B.A.), Criminal Justice

Heald College-San Francisco   2008 — 2011
Associate of Arts and Sciences (A.A.S.), Criminal Justice and Corrections

City College of San Francisco   2003 — 2007
General Ed

Gateway High School   2001 — 2003
High School Diploma

Soo Chang Lee Soo Chang Lee San Francisco Bay Area Details
Soo Chang Lee's Matthews Asia Experience October 2012 - September 2015
Job .
Industry Investment Management
Experience
Matthews Asia   October 2012 - September 2015
Morgan Stanley Investment Management  July 2011 - August 2011
Samsung Asset Management   September 2005 - March 2010

Skills
ETFs, Equity Research, Emerging Markets, Valuation, Portfolio Management, Equities, Capital Markets, Financial Analysis, Hedge Funds

Education
Columbia University - Columbia Business School   2010 — 2012
MBA, Finance and Financial Management Services

Seoul National University
Bachelor's Degree, Computer Science and Engineering

Seoul Science High School

Jeremy Wade Jeremy Wade San Francisco, California Details
Jeremy Wade's Matthews Asia Experience August 2015 - Present
Job Junior System Administrator at Matthews Asia
Industry Information Technology and Services
Experience
Matthews Asia   August 2015 - Present
Pacific Life  September 2013 - August 2015
Corinthian Colleges  June 2013 - August 2013
Ascension Health  November 2011 - June 2013
TEKsystems  2013 - 2013
Best Buy Geek Squad  October 2010 - October 2012
Indianapolis Public Schools  September 2009 - October 2011
Tripler Army Medical Center  March 2008 - August 2009
Akimeka  March 2007 - August 2008

Skills
Customer Service, Healthcare Information..., Windows, Computer Hardware, Microsoft Office, Windows Server, Troubleshooting, Help Desk Support, Active Directory, Program Management, SharePoint, Microsoft Excel, Software Documentation, Software Installation, Microsoft Exchange, Networking, Laptops, Technical Support, System Administration, Databases, Training, Cisco Technologies

Education
Bethel College   2001 — 2006
BS, Computer Information Systems

Bethel College   2001 — 2005
Bachelor of Science, Computer Information Systems

Jamila Powell Jamila Powell San Francisco Bay Area Details
Jamila Powell's Matthews Asia Experience February 2015 - June 2015
Job Administrative Assistant / Receptionists at Stroz Friedberg
Industry Executive Office
Experience
Stroz Friedberg LLC  August 2015 - Present
FitBit  June 2015 - July 2015
Matthews Asia   February 2015 - June 2015
Insight Global  November 2013 - August 2014
Weiner Investigations   May 2007 - August 2013
Admincome / Diversified Financial   March 2009 - January 2010

Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Administrative..., Invoicing, Problem Solving

Education
University of Phoenix   2008 — 2012
Bachelor of Art, Criminal Justice Studies

Academy of Art University   1997 — 1998

Jessica Feller Jessica Feller San Francisco, California Details
Jessica Feller's Matthews Asia Experience March 2011 - Present
Job Digital Marketing Associate at Matthews Asia
Industry Financial Services
Experience
Matthews Asia   March 2011 - Present
Lockehouse Retail Group, Inc.   October 2008 - March 2011
Cannon Constructors   June 2007 - October 2008

Skills
Online Marketing, Social Media, Email Marketing, Social Media Marketing, Facebook, Online Advertising, Digital Marketing, Web Content, Adobe Creative Suite, Google Analytics, Google Adwords, Project Management, PowerPoint, Copy Editing, Dreamweaver, Digital Strategy, Graphics, Lead Generation, HTML, Journalism, Layout, Social Networking, Nutrition, Proofreading, Quality Control, Strategic Planning, User Experience, Vendor Management, Video, Volunteer Management, Web Design, Writing, SEO, SEM, Paid Search Campaigns, Microsoft Office, Marketing, Editing, Customer Service, Event Management, Event Planning, Microsoft Word, Public Relations

Education
San Francisco State University   2005 — 2007
Bachelor of Arts, Journalism

Mills High School   1998 — 2002

Jean-Paul Migrditchian Jean-Paul Migrditchian San Francisco Bay Area Details
Jean-Paul Migrditchian's Matthews Asia Experience October 2006 - Present
Job Deputy Chief Compliance Officer
Industry Investment Management
Experience
Matthews Asia   October 2006 - Present
Caywood-Scholl Capital Management LLC   2004 - 2006
RCM Capital Management  1997 - 2006

Skills
Investment Company Act, Investment Advisor..., Risk Management, Team Management, Risk Assessment, Internal Controls, Investment Advisers Act, UCITS, Compliance, Charles River IMS, Compliance Training, Investment Compliance

Education
California State University-Northridge
BS

Winnie Chwang Winnie Chwang San Francisco Bay Area Details
Winnie Chwang's Matthews Asia Experience May 2014 - Present
Job Portfolio Manager at Matthews Asia
Industry Investment Management
Experience
Matthews Asia   May 2014 - Present
Matthews Asia   January 2013 - April 2014
Matthews Asia   June 2007 - January 2013
Matthews Asia   January 2006 - June 2007

Skills
Hedge Funds, Equities, Equity Research, Financial Analysis, Bloomberg, Asia, Greater China, Financial Modeling, Business Strategy, Competitive Analysis, Analytics, Finance, Valuation, Equity Valuation, Investments, Asset Management, Portfolio Management

Education
UC Berkeley Haas School of Business
Master of Business Administration (MBA)

University of California, Berkeley
Bachelor's degree, Economics

Raffles Junior College

Raffles Girls School

Darryl Celkupa Darryl Celkupa San Francisco, California Details
Darryl Celkupa's Matthews Asia Experience February 2013 - Present
Job Vice President at Matthews Asia
Industry Investment Management
Experience
Matthews Asia   February 2013 - Present
Tamarac Inc.  May 2011 - June 2012
Russell Investments  2006 - May 2011
Prudential Investments  1998 - 2005
INVESCO Funds Group  1997 - 1998
Warburg Pincus Funds   1994 - 1997

Skills
Alternative Investments, New Business Development, Investments, Separately Managed..., mutual funds, Relationship Management, Product Marketing, Sales Management, Corporate Social..., Mutual Funds, Asset Allocation, Strategy, Portfolio Management, Investment Management, Financial Services, Fixed Income, Equities, Business Development

Education
University of Pennsylvania - The Wharton School   1992 — 1994
MBA, Finance

Princeton University   1984 — 1988
AB, Sociology

Sang Yoo Sang Yoo San Francisco, California Details
Sang Yoo's Matthews Asia Experience January 2015 - Present
Job Business Development at Matthews Asia
Industry Financial Services
Experience
Matthews Asia   January 2015 - Present
Matthews Asia   January 2014 - January 2015
Matthews Asia   July 2011 - December 2013
American Fidelity Educational Services  April 2009 - July 2011
Independent Capital Management  July 2008 - March 2009
Morgan Stanley Investment Management  May 2007 - August 2007
OMD International  May 2006 - July 2006

Skills
Financial Modeling, Salesforce.com, Competitive Analysis, Business Development, Microsoft Excel

Education
Pepperdine University   2004 — 2008
B.S., International Business

Tarik Jaleel, CFA Tarik Jaleel, CFA San Francisco, California Details
Tarik Jaleel, CFA's Matthews Asia Experience December 2010 - Present
Job Research Analyst at Matthews Asia
Industry Investment Management
Experience
Matthews Asia   December 2010 - Present
Millennium Partners, Singapore   2008 - 2009
Tribeca Global Management Asia, Citigroup Alternative Investments, Singapore   2007 - 2007
Binjai Hill Asset Management   2005 - 2006

Skills
Value Investing, Fundamental Research, Stock Picking, Emerging Markets, Hedge Funds, Long/Short Equity, Equity Research, Investments, Competitive Analysis, Due Diligence, Entrepreneurship, Equity Valuation, Portfolio Management, Alternative Investments, Equities, Research, Bloomberg, Capital Markets, Asset Management, Valuation

Education
National University of Singapore   2003 — 2006
BA, Economics

CFA Institute

Kenichi Amaki Kenichi Amaki United States Details
Kenichi Amaki's Matthews Asia Experience June 2008 - Present
Job Portfolio Manager at Matthews Asia
Industry Investment Management
Experience
Matthews Asia   June 2008 - Present
Family Trust  May 2005 - September 2006
Nomura Asset Management  April 2001 - August 2004

Skills
Portfolio Management, Japan, Asia Pacific, Financial Modeling, Investments, Asset Management, Equities, Investment Management, Valuation, Management, Strategy, Equity Research, Hedge Funds, Analysis, Start-ups

Education
University of California, Berkeley, Haas School of Business   2004 — 2008
MBA, Finance

Keio University   1997 — 2001
BA, General Law

Tony Yu Tony Yu San Francisco Bay Area Details
Tony Yu's Matthews Asia Experience May 2015 - Present
Job Associate Relationship Manager at Matthews Asia
Industry Financial Services
Experience
Matthews Asia   May 2015 - Present
Big Brothers Big Sisters of the Bay Area  October 2011 - Present
Java Bright Capital   February 2015 - May 2015
Thomson Reuters  April 2012 - July 2014
Charles Schwab  September 2011 - April 2012
Charles Schwab  June 2009 - September 2011
Charles Schwab  February 2007 - June 2009
Goldwell Enterprises Inc. / Bluewave Water Bottles   2005 - 2007

Skills
Series 7, Retirement Planning, Project Management, Series 66, Investments, Wealth Management, Mutual Funds, Equities, Portfolio Management, Strategic Financial..., Asset Managment, Series 63, Asset Allocation, Securities, Financial Analysis, Investment Management, Financial Advisory, Alternative Investments, Investment Strategies, Financial Services, Financial Modeling, Asset Management

Education
University of California, Berkeley - Extension

University of California, Davis   2000 — 2004
BA, Economics

Colin Dishington Colin Dishington San Francisco, California Details
Colin Dishington's Matthews Asia Experience November 2012 - Present
Job Research Analyst at Matthews Asia
Industry Investment Management
Experience
Matthews Asia   November 2012 - Present
Martin Currie  October 2010 - November 2012
Lloyds Banking Group  September 2009 - September 2010
Chiene + Tait   August 2006 - August 2009

Education
The University of Glasgow   2002 — 2006
MA, Economics

Simone Lee Balch Simone Lee Balch San Francisco Bay Area Details
Simone Lee Balch's Matthews Asia Experience June 2015 - Present
Job Vice President, Business Development at Matthews Asia
Industry Financial Services
Experience
Matthews Asia   June 2015 - Present
Diamond Dragon Advisors Limited   September 2013 - May 2015
Developing World Markets  August 2005 - August 2013
Women's World Banking  2004 - 2005
Goldman Sachs & Company Bank, Switzerland   1999 - 2003
Goldman Sachs & Company  1997 - 1999

Skills
Emerging Markets, Investments, Private Equity, Financial Analysis, Business Strategy, Investor Relations, Fundraising, Business Development, Marketing, Capital Markets, Equities, Impact Investing, Private Placements, Asset Managment, Microfinance, Asia Investments

Education
University of Pennsylvania - The Wharton School   2003 — 2005
MBA, Dual Majors in Finance, and Business & Public Policy

University of Chicago   1994 — 1997
BA, Economics

Choate Rosemary Hall   1992 — 1994
1994

Maryknoll Convent

Jeremy Lehrer, CFA, CPWA, CAIA Jeremy Lehrer, CFA, CPWA, CAIA San Francisco Bay Area Details
Jeremy Lehrer, CFA, CPWA, CAIA's Matthews Asia Experience July 2009 - Present
Job Vice President, Business Development at Matthews Asia
Industry Financial Services
Experience
Matthews Asia   July 2009 - Present
Charles Schwab  May 2008 - June 2009
Charles Schwab, & Co.   November 2005 - May 2008
Charles Schwab  July 2002 - November 2005
AdvisorTech   July 1999 - April 2002
Nicholas Applegate  1998 - 1999
IBJ   1997 - 1998

Skills
Public Speaking, Mutual Funds, Asset Allocation, Investments, New Business Development, Investment Strategies, Japanese, Wine, Alternative Investments, Selling, Series 65, Asset Management, Portfolio Management, Emerging Markets, Sales

Education
UC San Diego School of Global Policy and Strategy (GPS)   1995 — 1999
MPIA

University of North Carolina at Chapel Hill   1990 — 1994
BA

Thomas Jefferson High School   1986 — 1990
High School

Frank Wheeler Frank Wheeler San Francisco Bay Area Details
Frank Wheeler's Matthews Asia Experience November 2013 - Present
Job Global Head of Distribution and Marketing at Matthews Asia
Industry Financial Services
Experience
Matthews Asia   November 2013 - Present
Nuveen Investments  January 2011 - March 2013
FAF Advisors/ First American Funds   April 2007 - March 2011
Merrill Lynch Investment Managers  April 2004 - October 2006
BlackRock  2000 - 2006
Merrill Lynch Investment Managers  January 2002 - March 2004
Merrill Lynch Investment Managers  October 2000 - December 2001
Morgan Stanley/Van Kampen Funds   December 1998 - October 2000
Procter & Gamble  August 1991 - December 1998

Skills
Business Strategy, Financial Services, Marketing, Product Development, Strategic Planning, Sales Management, Organizational..., Performance Turnaround, P&L Management

Education
University of Pennsylvania - The Wharton School   1989 — 1991
MBA

Hampden-Sydney College   1981 — 1985
BA

Susan L. Grivas Susan L. Grivas San Francisco Bay Area Details
Susan L. Grivas's Matthews Asia Experience September 2013 - Present
Job Emerging and Frontier Markets Product Specialist
Industry Investment Management
Experience
Matthews Asia   September 2013 - Present
Victoria 1522 Investments   August 2008 - September 2013
Cambrian Strategies   June 2004 - July 2008
FleetBoston  March 1997 - September 2002
SKBA Capital Management  1990 - 1997
State of California, CalPERS, CalSTRS   1985 - 1989

Skills
Emerging Markets, Frontier Markets, Asian markets, Equities, Hedge Funds, Capital Markets, Asset Allocation, Portfolio Performance..., Institutional Investors, Relationship Management, Investment Strategies, Board of Directors..., Investor Relations, Portfolio Analysis

Education
Chartered Financial Analyst Level II Candidate   2013 — 2013

UCLA   1978 — 1981
Bachelor of Arts (B.A.), International Relations / Political Science

Stanford University Continuing Studies
teresa sanacore, Global Finance, International Economics

Lori Liu Lori Liu San Francisco Bay Area Details
Lori Liu's Matthews Asia Experience July 2008 - Present
Job Business Systems Manager at Matthews Asia
Industry Information Technology and Services
Experience
Matthews Asia   July 2008 - Present
Nuveen Investments  April 2008 - July 2008
Bank of Hawaii  February 2006 - April 2008
Bank of Hawaii  November 2001 - February 2006

Education
University of Hawaii - Shidler College of Business   1996 — 2000
BBA, MIS, International Business

Noel Casale Noel Casale San Francisco Bay Area Details
Noel Casale's Matthews Asia Experience July 2015 - Present
Job Director of Compliance at Matthews Asia
Industry Financial Services
Experience
Matthews Asia   July 2015 - Present
HighMark Capital Management  October 2012 - June 2015
HighMark Capital Management  March 2005 - October 2012
Wells Fargo Funds Management, LLC  2001 - 2005
PricewaterhouseCoopers  1991 - 2001

Skills
Risk Management, Derivatives, Valuation, Financial Reporting, Financial Services, Compliance, Mutual Funds, Investment Management..., Investment Management, Mergers & Acquisitions, Asset Management, Investments, Securities

Education
University of Florida   1987 — 1991
Bachelor in Accounting, 1991

Hoang Thai Hoang Thai San Francisco Bay Area Details
Hoang Thai's Matthews Asia Experience August 2005 - Present
Job Senior Manager Fund Accounting and Operations at Matthews Asia
Industry Financial Services
Experience
Matthews Asia   August 2005 - Present
State Street  August 2002 - August 2005
The Coffee Bean & Tea Leaf  January 2001 - June 2002
Shamrock Capital Advisors  August 1995 - December 2000

Skills
Bloomberg, Mutual Funds

Education
California State University-Northridge   1995 — 2000
BA, Finance and Real Estate

Kenny Lowe, CFA Kenny Lowe, CFA San Francisco Bay Area Details
Kenny Lowe, CFA's Matthews Asia Experience October 2010 - Present
Job Portfolio Manager at Matthews Asia
Industry Investment Management
Experience
Matthews Asia   October 2010 - Present
Martin Currie  July 2006 - October 2010

Skills
Equities, Hedge Funds, Alternative Investments, Bonds, Portfolio Management, Equity Research, Fixed Income, Bloomberg, Investment Management, Investments, Strategy, Capital Markets, Investment Research

Education
CFA Institute   2007 — 2009
CFA

The University of Glasgow   2003 — 2006
MA (hons), Applied Mathematics and Economics

Sheng Alice Wang, CIMA® Sheng Alice Wang, CIMA® San Francisco Bay Area Details
Sheng Alice Wang, CIMA®'s Matthews Asia Experience July 2015 - Present
Job National Accounts Associate at Matthews Asia
Industry Financial Services
Experience
Matthews Asia   July 2015 - Present
Voya Investment Management  September 2012 - November 2014
Voya Investment Management  January 2011 - September 2012
ING Funds  November 2009 - December 2010
ING Funds  March 2009 - November 2009
ING Annuities  April 2008 - March 2009
National City Bank  February 2006 - April 2008
Ameriprise Financial  August 2004 - January 2006
Carnegie Mellon University  May 2002 - August 2004

Skills
CRM, Mutual Funds, Investments, Asset Managment, Series 7, Series 66, Variable Annuities, Life Insurance, 529 Plans, Project Management, Business Development, National Accounts, Sales, CIMA, REIT, Languages, Finance, Asset Management

Education
Carnegie Mellon University   1998 — 2002
BA, Spanish

Carnegie Mellon University   1998 — 2002
BA, German

University of Pennsylvania - The Wharton School   2012 — 2012
Executive Education, CIMA

Morris Chen Morris Chen Greater Boston Area Details
Morris Chen's Matthews Asia Experience January 2014 - July 2015
Job Consultant
Industry Information Technology and Services
Experience
Confidential  July 2015 - Present
Matthews Asia   January 2014 - July 2015
Moody's Analytics  April 2013 - January 2014
Moody's Analytics  December 2009 - April 2013
Dealflicks  January 2011 - June 2011
Tax & Financial Group  January 2008 - November 2008

Skills
Markit EDM, VBA, SQL, SSRS, SSIS, Microsoft Excel, Fixed Income, Financial Modeling, Structured Finance, Credit Risk, Salesforce.com, FactSet, Bloomberg, Portfolio Management, Cadis, Advent Geneva, Charles River IMS, MongoDB

Education
UC Berkeley   2012 — 2013
SQL, Oracle, Data Modeling

Moody's Analytics   2011 — 2011
Corporate Credit Rating Analysis

UC Irvine   2004 — 2008
B.A., Economics & Sociology

Elaine An Elaine An San Francisco Bay Area Details
Elaine An's Matthews Asia Experience June 2012 - Present
Job Fund Accounting and Operations Associate at Matthews Asia
Industry Financial Services
Experience
Matthews Asia   June 2012 - Present
Araujo Mexican Grill   October 2011 - July 2012
State Street  May 2000 - August 2011
PTSA Washington High School, Fremont, California   September 2002 - September 2006
Sysco Food Services of San Francisco, Fremont, California   August 1998 - May 2000

Skills
Derivatives, Bloomberg, Trading, Accounting, Finance, Portfolio Management, Auditing, Analysis, General Ledger, Investments, Mutual Funds, Accruals, Fixed Income, Equities, Financial Accounting

Education
California State University-Hayward
Bachelor of Science in Business Administration, Accounting

Raymond Z. Deng Raymond Z. Deng San Francisco, California Details
Raymond Z. Deng's Matthews Asia Experience March 2014 - Present
Job Longterm Growth Investor
Industry Investment Management
Experience
Matthews Asia   March 2014 - Present
Hony Capital  August 2013 - October 2013
CITIC Private Equity Funds Management  June 2013 - August 2013
Booz & Company  July 2008 - June 2012
Lehman Brothers  June 2007 - August 2007

Education
The University of Chicago - Booth School of Business   2012 — 2014
Master of Business Administration (M.B.A.)

Tsinghua University   2004 — 2008
Bachelor's Degree

Amy Defibaugh Amy Defibaugh San Francisco Bay Area Details
Amy Defibaugh's Matthews Asia Experience September 2015 - Present
Job Sr. Recruiting Consultant with a passion for superior customer service and achieving aggressive hiring goals.
Industry Human Resources
Experience
Matthews Asia   September 2015 - Present
Golden Gate Bridge, Highway and Transportation District  November 2014 - May 2015
Autodesk  May 2014 - October 2014
Pacific Gas & Electric  October 2013 - March 2014
Medivation  July 2013 - August 2013
American Cancer Society  September 2007 - September 2012
Kaiser Permanente  2006 - 2007
Wells Fargo  2004 - 2006
Merrill Lynch  2000 - 2002
Search West  1996 - 2000

Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Talent Management, Onboarding, College Recruiting, Technical Recruiting, Employee Relations, Human Resources, Sourcing, Performance Management, Executive Search, Employee Engagement, Leadership Development, Internet Recruiting, Resume Writing, Coaching, Training Delivery, Building Relationships, Management, Hiring, Policy, Workforce Planning, SDLC, Temporary Placement, Interviews, Staffing Services, Deferred Compensation, Employer Branding, Benefits Negotiation, Career Development, Taleo, Screening Resumes, Contract Recruitment, Cold Calling, Personnel Management, Screening, Relationship Building

Education
Penn State University
Master of Business Administration (MBA)/MA French Studies

Greg Pusch Greg Pusch San Francisco, California Details
Greg Pusch's Matthews Asia Experience June 2015 - Present
Job Global Head of Risk and Compliance at Matthews Asia
Industry Financial Services
Experience
Matthews Asia   June 2015 - Present
HarbourVest Partners  February 2012 - May 2015
Pyramis Global Advisors  November 2007 - February 2011
Fidelity Investments  June 2006 - November 2007
Paul Hastings  March 2004 - May 2006
Edwards Angell Palmer & Dodge LLP  February 2002 - February 2004
Ropes & Gray LLP  September 1997 - January 2002
United States Navy  May 1989 - January 1994

Education
University of Pennsylvania Law School   1995 — 1997
JD, Law

United States Naval Academy   1985 — 1989
B.S., Politcal Science

Lakeside

Arlene Kim, PMP Arlene Kim, PMP Orange County, California Area Details
Arlene Kim, PMP's Matthews Asia Experience September 2007 - July 2015
Job Marketing Director at Steadfast Capital Markets Group
Industry Financial Services
Experience
Steadfast Companies  August 2015 - Present
Matthews Asia   September 2007 - July 2015
LPL  2005 - 2007

Skills
Mutual Funds, Marketing, Marketing Communications, Marketing Management, Event Planning, Project Management, Brand Management, Presentations

Education
University of California, Irvine   2001 — 2004
BA, Economics

Sarah Weil Sarah Weil San Francisco, California Details
Sarah Weil's Matthews Asia Experience May 2014 - June 2015
Job Senior Administrative Assistant
Industry Financial Services
Experience
Matthews Asia   May 2014 - June 2015
Morgan Stanley  January 2007 - April 2014
Friedman Billings Ramsey & Co   January 2006 - January 2007
ThinkEquity LLC  January 2003 - December 2005
Oppenheimer & Co.   July 1997 - October 2002
Hambrecht & Quist LLC   December 1995 - July 1997

Skills
Administrative..., Spreadsheets, Microsoft Office, Travel Arrangements, Microsoft Excel, PowerPoint, Human Resources, Concur, Outlook, Expense Management, Calendars, Travel Management, Equities, Financial Modeling, Investments, Finance, Investment Banking, Financial Analysis, Research, Valuation, Bloomberg

Education
Michigan State University   1987 — 1990
BA In Communications

Robert Harvey CFA Robert Harvey CFA San Francisco, California Details
Robert Harvey CFA's Matthews Asia Experience August 2012 - Present
Job Investment Manager
Industry Investment Management
Experience
Matthews Asia   August 2012 - Present
F&C Asset Management PLC   July 2003 - June 2009
STANLIB   June 1996 - June 2002
Fitch Ratings (South Africa)   January 1994 - June 1996

Skills
Asset Managment, Investments, Portfolio Management, Equities, Equity Research, Emerging Markets, Valuation, Investment Strategies, Alternative Investments, Asset Allocation, Wealth Management, Financial Modeling, Investment Banking, Mutual Funds, Asset Management, Investment Management, Private Equity

Education
CFA Insitute   1997 — 2000
CFA, Portfolio management

University of South Africa/Universiteit van Suid-Afrika   1993 — 1994
B Compt Hons., Accounting & Auditing

Rhodes University   1989 — 1992
Bachelor of Commerce (B.Com.), Accounting

Karen Huynh Karen Huynh San Francisco Bay Area Details
Karen Huynh's Matthews Asia Experience October 2005 - Present
Job Senior Operations Specialist at Matthews Asia
Industry Investment Management
Experience
Matthews Asia   October 2005 - Present
Dresdner RCM   2002 - 2005

Education
Drexel University - College of Business and Administration
Bachelor's degree, Economics

Justin McGowan Justin McGowan San Francisco Bay Area Details
Justin McGowan's Matthews Asia Experience June 2015 - Present
Job Intern for Fund Administration Department at Matthews Asia
Industry
Experience
Matthews Asia   June 2015 - Present

Education
University of Illinois at Urbana-Champaign   2015 — 2018
Finance, General

The University of Texas at Austin   2014 — 2015
Economics