Matthews International Capital Management

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Matthews International Capital Management Employees

Employee
Years
Job
Industry
Kyle McCauley Kyle McCauley Champaign, Illinois Details
Kyle McCauley's Matthews International Capital Management Experience June 2014 - August 2014
Job Assurance Intern at EY
Industry Accounting
Experience
EY  November 2014 - Present
Matthews International Capital Management   June 2014 - August 2014
Re/Max Professionals Select, Naperville   May 2013 - August 2013

Education
University of Illinois at Urbana-Champaign   2012 — 2016

Charlene Roca Charlene Roca San Francisco Bay Area Details
Charlene Roca's Matthews International Capital Management Experience October 2013 - May 2014
Job Senior Talent Executive at LEWIS PR
Industry Public Relations and Communications
Experience
LEWIS PR  May 2014 - Present
Matthews International Capital Management   October 2013 - May 2014
Atomic PR/H3O Communications   July 2011 - October 2013
Focus Pointe Global  February 2009 - April 2012
Fox News  October 2008 - February 2009

Skills
Public Relations, Social Media, Market Research, Human Resources, Marketing Communications, Recruiting, Strategy, Project Coordination, Customer Service, Social Networking, Onboarding, Office Management, HR Policies, QuickBooks, ADP ezLaborManager, Sourcing, LinkedIn Recruiter, Expense Reports, Concur, Employee Training, Jobvite, Event Planning, Interviews, Reference Checking, Outlook

Education
San Francisco State University
BA, Communication Studies, Marketing

Joseph M. O'Donnell Joseph M. O'Donnell Atlanta, Georgia Details
Joseph M. O'Donnell's Matthews International Capital Management Experience August 1999 - May 2001
Job EVP & CCO at Atlanta, GA based Mutual Fund
Industry Financial Services
Experience
Atlanta Based Mutual Fund Company   April 2011 - Present
ING Funds  November 2004 - March 2011
The Atlas Companies   2001 - 2004
Matthews International Capital Management   August 1999 - May 2001

Skills
Investments, Mutual Funds, FINRA, Investment Advisory, Due Diligence, SEC, Mergers & Acquisitions, Securities Regulation, Equities, Finance, Series 63, Investment Management, Fixed Income, Securities, Financial Services, Asset Management, Capital Markets, Corporate Governance, Insurance, Series 24, Alternative Investments, Series 7

Education
Temple University - James E. Beasley School of Law   1983 — 1986
Juris Doctor, Law

Temple University - Fox School of Business and Management   1973 — 1983
BBA, Cum Laude, Organizational Management - Business Law

Jon Strishak Jon Strishak San Francisco Bay Area Details
Jon Strishak's Matthews International Capital Management Experience July 2006 - March 2008
Job Managing Principal at Alegria Capital Management
Industry Real Estate
Experience
Alegria Capital Management   March 2014 - Present
Strishak Realty Partners   March 2005 - Present
BlackRock  June 2013 - October 2013
Xper   October 2011 - May 2013
NCC Group  July 2011 - May 2013
Type 1 Diabetes Association   January 2007 - December 2010
RCM Capital   May 2010 - September 2010
Elevate Institutional Marketing   December 2008 - July 2010
RS Investments  April 2008 - December 2008
Matthews International Capital Management   July 2006 - March 2008

Skills
Business Development, Leadership, Entrepreneurship, Start-ups, Management, Real Estate, Market Research, Portfolio Management, Networking, Real Estate Investment..., Due Diligence, Strategic Partnerships, Acquisitions, Finance, Investments, Real Estate Private..., Fundraising, Project Management

Education
Stanford University   2015 — 2015
Computer Science 101 (Online Course)

Yale University   2015 — 2015
Financial Markets, Robert Shiller (Online Course)

Golden Gate University   2003 — 2005
MBA

Golden Gate University, School of Law   2003 — 2004
JD, Law

University of California, Santa Barbara   2000 — 2002
BA, Law & Society

Andy Rothman Andy Rothman San Francisco, California Details
Andy Rothman's Matthews International Capital Management Experience 2014 - Present
Job Investment Strategist at Matthews International Capital Management
Industry Capital Markets
Experience
Matthews International Capital Management   2014 - Present
CLSA  2000 - 2014
US Department of State  1983 - 2000

Skills
Emerging Markets, Equities, Economics, China, Strategy

Education
Colgate University
Bachelor of Arts (B.A.)

The University of Texas at Austin - The LBJ School of Public Affairs
Master of Public Administration (MPA)

Chris Munguia Chris Munguia San Francisco Bay Area Details
Chris Munguia's Matthews International Capital Management Experience 2005 - 2007
Job Financial Services Marketing
Industry Financial Services
Experience
Matthews International Capital Management   2005 - 2007
Matthews International Capital Management   1998 - 2005
Matthews International Capital Management   1997 - 1998
GT Capital Management   1995 - 1997
GT Capital Management   1992 - 1995

Skills
Mutual Funds, Equities, Portfolio Management, Hedge Funds, Strategic Planning, Alternative Investments, Bloomberg, Series 7, Financial Modeling, Investments, Finance, Asset Management, Fixed Income, Securities, Relationship Management, Management, Valuation

Education
Stanford University   1985 — 1989
B.A., Philosophy

Flintridge Preparatory School   1981 — 1985
High School Diploma

Sharon Hayman, CFA Sharon Hayman, CFA San Francisco, California Details
Sharon Hayman, CFA's Matthews International Capital Management Experience December 2012 - January 2015
Job Head of Relationship Management at Jackson Square Partners
Industry Investment Management
Experience
Jackson Square Partners   January 2015 - Present
Matthews International Capital Management   December 2012 - January 2015
Delaware Investments a member of Macquarie Group   July 2006 - November 2012
Gartmore Global Investments  November 2000 - July 2006
Delaware Investments  1996 - 2000
Delaware Investments  1994 - 1996

Skills
Series 7, Customer Relations, Mutual Funds, Product Development, Investments, Customer Service, Asset Management, Business Development, Series 63, Equities, Asset Allocation, Series 6, Relationship Management, Superior Client Service, Financial Services, Fund Administration, Alternative Investments, Investment Management, Fixed Income, Hedge Funds

Education
Drexel University - LeBow College of Business   1994 — 1997
MBA, Finance and Marketing

Gettysburg College   1983 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General

Brad Lyman Brad Lyman San Francisco Bay Area Details
Brad Lyman's Matthews International Capital Management Experience July 2006 - January 2012
Job Investment Management Consulting Financial Systems Evaluation, Implementation & Strategy
Industry Investment Management
Experience
Cutter Associates  2012 - Present
Matthews International Capital Management   July 2006 - January 2012
Charles Schwab  July 2003 - November 2005
Barclays Global Investors  1998 - 2001
Advent Software  July 1995 - January 1998
Price Waterhouse  1984 - 1986

Skills
Asset Managment, Portfolio Management, Equities, Hedge Funds, Fixed Income, Financial Services, Risk Management, Investments, Vendor Management, Mutual Funds, Financial Modeling, Capital Markets, Investment Management, Business Analysis, Financial Analysis, Project Management, Alternative Investments, Relationship Management, Derivatives, Bloomberg

Education
University of Pennsylvania - The Wharton School   1981 — 1984
BSE, Accounting, magna cum laude

Hall High School   1978 — 1981

Jeff Coggshall Jeff Coggshall San Francisco Bay Area Details
Jeff Coggshall's Matthews International Capital Management Experience 2012 - 2013
Job Principal at Clearstead Capital
Industry Financial Services
Experience
Clearstead Capital   2013 - Present
Matthews International Capital Management   2012 - 2013
TIBURON PARTNERS LLP   2007 - 2011
MARTIN CURRIE INVESTMENT MANAGEMENT, Edinburgh   2001 - 2006
ABN AMRO ASIA SECURITIES   1999 - 2001
TAIWAN SECURITIES   January 1998 - January 1999
Peregrine Securities Asia   1995 - 1998
SUN HSING CONSTRUCTION   1994 - 1995
CAPITAL SECURITIES  1992 - 1993

Skills
Investments, Equities, Hedge Funds, Securities, Portfolio Management, Management and mentoring, Investment Analysis, Industry Analysis, Management Consulting, Equity Research, Valuation, Fixed Income, Derivatives, Investment Banking, Strategy, Private Equity, Mutual Funds

Education
S. Conn. State Univ   1993 — 1994

University of Massachusetts, Amherst   1987 — 1991
Bachelors

Amherst College   1979 — 1989

Gerald Hwang Gerald Hwang San Francisco, California Details
Gerald Hwang's Matthews International Capital Management Experience July 2011 - Present
Job Portfolio Manager at Matthews International Capital Management
Industry Financial Services
Experience
Matthews International Capital Management   July 2011 - Present

Education
University of Pennsylvania - The Wharton School   1997 — 1999
Master of Business Administration, Finance

Yale University   1988 — 1992
BA, Literature

Jeffrey D. Lovell Jeffrey D. Lovell Greater Philadelphia Area Details
Jeffrey D. Lovell's Matthews International Capital Management Experience January 2011 - Present
Job Chairman at Lovell Minnick Partners
Industry Venture Capital & Private Equity
Experience
361 Capital  June 2014 - Present
Matthews International Capital Management   January 2011 - Present
Lovell Minnick Partners  February 1999 - Present
Mercer Advisors  May 2008 - May 2015
Leerink Partners LLC  September 2007 - December 2013
Duff & Phelps Corporation   January 2005 - April 2013
Putnam Lovell Securities   April 1988 - February 1999
SEI Investments  April 1976 - April 1988

Skills
Private Equity, Asset Management, Mergers & Acquisitions, Investment Banking

Education
University of Colorado Boulder - Leeds School of Business   1970 — 1974
BSBA, Finance

University of Southern California -- Regents College London   1986 — 1987
Graduate Studies, International Economics

Lori Nicolet Lori Nicolet San Francisco Bay Area Details
Lori Nicolet's Matthews International Capital Management Experience July 2010 - February 2011
Job Currently Seeking New Opportunities as Office Manager, Branch Administrator, Team Supervisor or Executive Assistant
Industry Financial Services
Experience
Nicolet Family Partners   September 2006 - Present
Morgan Stanley Smith Barney  April 2011 - October 2011
Matthews International Capital Management   July 2010 - February 2011
Personal Assistant  September 2009 - June 2010
Merrill Lynch  October 2007 - May 2009
RBC Dain Rauscher  January 2005 - September 2007
New England Financial  February 2003 - January 2005
Franklin Templeton Investments  October 1998 - January 2002
Franklin Templeton Investments  January 1995 - September 1998

Skills
Office Management, Customer Service, Event Planning, Operations Management, Customer Acquisition, Training, Team Building, Customer Retention, Event Management, Interviewing Skills, Hiring Employees, Office Administration, Customer Satisfaction, Corporate Events, Department..., Personnel Supervision, Relationship Management, Vendor Relationships, Coordinating Special..., Travel Management, Calendaring, Expense Management, Bookkeeping, Invoice Processing, Property Management, Billing Process, Microsoft Office, Executive...

Education
California State University-Chico
Bachelor of Arts, Major in Sociology; Minors in Business Administration and Psychology

Derrick Niello Derrick Niello San Francisco, California Details
Derrick Niello's Matthews International Capital Management Experience 2009 - 2012
Job Student at University of San Francisco
Industry
Experience
Matthews International Capital Management   2009 - 2012
Niello Company   2006 - 2007

Education
University of San Francisco   2013 — 2015
Master of Business Administration (MBA), Finance, General

University of Arizona   2002 — 2006
Bachelor of Science (BS), Regional Development, Business minor

Jessica (Rouser) Mullen Jessica (Rouser) Mullen San Francisco, California Details
Jessica (Rouser) Mullen's Matthews International Capital Management Experience April 2012 - February 2015
Job Executive Assistant
Industry Retail
Experience
Gap Inc./Old Navy   February 2015 - Present
Matthews International Capital Management   April 2012 - February 2015
British Consulate-General San Francisco  November 2008 - April 2012
Phillips Oppenheim  August 2006 - November 2008
Atticus LLC   October 2004 - June 2006

Skills
Project Management, Event Planning, Event Management, Non-profits, Strategic Planning, Microsoft Excel, Nonprofits, PowerPoint, Management, Market Research, Time Management, Research, Access, Public Speaking, Leadership, Customer Service, Microsoft Office, Process Scheduler

Education
California Polytechnic State University-San Luis Obispo
BA, Political Science

Satya Patel Satya Patel San Francisco, California Details
Satya Patel's Matthews International Capital Management Experience October 2011 - Present
Job Portfolio Manager at Matthews International Capital Management
Industry Investment Management
Experience
Matthews International Capital Management   October 2011 - Present
Concerto Asset Management   September 2010 - November 2011
University of Chicago Booth School of Business  September 2008 - September 2010
Metlife Investments  June 2009 - August 2009
Deutsche Bank, London  July 2005 - June 2008

Skills
Portfolio Management, Investments, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Equities, Corporate Finance, Hedge Funds, Investment Banking, Fixed Income, Bloomberg, Emerging Markets, Asset Management, Private Equity, Due Diligence, Equity Research, Finance, Derivatives, Alternative Investments, Trading, Financial Markets, Mutual Funds, Investment Management, Credit

Education
The University of Chicago Booth School of Business   2008 — 2010
MBA, Economics, Analytical Finance

The London School of Economics and Political Science (LSE)   2004 — 2005
MSc, Accounting and Finance

University of Georgia - Terry College of Business   2000 — 2004
BBA, Finance, Public Health

Sudarshan Murthy, CFA Sudarshan Murthy, CFA San Francisco, California Details
Sudarshan Murthy, CFA's Matthews International Capital Management Experience 2011 - Present
Job Investment analyst
Industry Investment Management
Experience
Matthews International Capital Management   2011 - Present
Sanford C. Bernstein  2010 - 2011
Infosys Technologies Limited  2001 - 2006
ICICI Bank  2000 - 2001

Education
University of Pennsylvania - The Wharton School   2007 — 2009
MBA, Finance

Indian Institute of Management, Calcutta   1998 — 2000
PGDM, Finance, Strategy

CFA Institute
Chartered Financial Analyst (CFA), Finance

National Institute of Technology Karnataka
BE, Computer Engg

Mohinder Pahuja, CFA, FRM Mohinder Pahuja, CFA, FRM San Francisco Bay Area Details
Mohinder Pahuja, CFA, FRM's Matthews International Capital Management Experience August 2011 - December 2012
Job Research Analyst Reporting at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics  December 2013 - Present
Western Asset Management  June 2013 - December 2013
Matthews International Capital Management   August 2011 - December 2012
Diversified Credit Investments   September 2007 - August 2011
Moody's KMV  December 2000 - September 2007

Skills
Equity Research, Capital Markets, Bloomberg, Barclays Point, Compustat XpressFeed, Worldscope, Reuters 3000, CRSP, Hedge Funds, SAS, Microsoft SQL Server, Sybase, Oracle, SQL, Microsoft Excel, VBA, Java, Visio, BI/ETL(SSIS), SSRS, Python, VB.NET, MS VC++

Education
Thapar Institute of Engineering and Technology   1997 — 1999
Master of Engineering, Computer Science

Brandon Currie Brandon Currie San Francisco Bay Area Details
Brandon Currie's Matthews International Capital Management Experience April 2012 - October 2013
Job Product Manager ETFs & Index Funds at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  October 2013 - Present
Matthews International Capital Management   April 2012 - October 2013
Russell Investments  June 2011 - November 2011
Wurts & Associates  March 2010 - June 2011
Reign Capital   August 2009 - March 2010
Environmental Credit Corporation   January 2006 - April 2006
Pacific Northwest National Laboratory  June 2005 - September 2005

Skills
Capital Markets, Investments, Research, Market Research, Microsoft Excel, Portfolio Management, Financial Modeling, Equities, Equity Research, Asset Managment, Data Analysis, Financial Analysis, Valuation, Alternative Investments, Hedge Funds, Economics, ETFs, Index Funds, Asset Management, Analysis

Education
University of San Francisco
MS, Finance

University of California, Santa Cruz
BA, Economics

Mona Palacios Mona Palacios San Francisco Bay Area Details
Mona Palacios's Matthews International Capital Management Experience June 2004 - July 2006
Job
Industry Investment Management
Experience
Charles Schwab  July 2006 - Present
Matthews International Capital Management   June 2004 - July 2006
Fremont Investment Advisors, Inc.   1998 - 2001
Charles Schwab Investment Management  1997 - 1998
Wells Fargo  1995 - 1997
Wells Fargo  July 1994 - July 1995

Skills
Compliance, Risk Management, Asset Management, Investment Advisory, Investments

Education
University of Missouri-Kansas City   1986 — 1993
Accounting

Downey Hebble Blount Downey Hebble Blount San Francisco Bay Area Details
Downey Hebble Blount's Matthews International Capital Management Experience 1999 - 2005
Job Senior Compliance Officer and Chief Compliance Officer of Parnassus Funds Distributor at Parnassus Investments
Industry Investment Management
Experience
Parnassus Investments  January 2015 - Present
Parnassus Investments  June 2013 - Present
Marathon Resource Investments LLC   July 2007 - April 2009
Matthews International Capital Management   1999 - 2005
Montgomery Asset Management, LLC   April 1997 - October 1999
Matthews International Capital Management   1995 - 1997

Skills
Mutual Funds, Hedge Funds, Fund Administration, Series 6, Series 63, Series 7, Compliance, Board Governance, Offshore Funds

Education
University of San Francisco School of Law   2001 — 2003

University of California, Santa Barbara   1988 — 1992

David Ishibashi David Ishibashi San Francisco Bay Area Details
David Ishibashi's Matthews International Capital Management Experience July 2006 - September 2007
Job Executive Director at The Youth Success Network, LLC (TYSN)
Industry Investment Management
Experience
The Youth Success Network, LLC (TYSN)   January 2013 - Present
SMBC Securities Inc   September 2010 - July 2012
Barclays Capital  January 2009 - September 2010
Matthews International Capital Management   July 2006 - September 2007
Lazard Asset Management  July 2003 - July 2006
Citigroup Asset Management  November 1993 - April 2003
Citigroup Asset Mgmt   1993 - 2003
SG Warburg & Co   1990 - 1993
SG Warburg & Co   1990 - 1993
SG Warburg & Co   1990 - 1993

Education
California State University-Los Angeles   1975 — 1980
Bachelor of Arts (BA), Psychology/Child Developement

Sara Tretbar Sara Tretbar San Francisco Bay Area Details
Sara Tretbar's Matthews International Capital Management Experience October 2013 - January 2014
Job Systems Administrator
Industry Hospital & Health Care
Experience
Brown and Toland  March 2014 - May 2014
Matthews International Capital Management   October 2013 - January 2014
Arcadian Health Plan  October 2011 - August 2013
Telecare Corporation  October 2005 - October 2011
UPS Supply Chain Solutions  October 1996 - October 2005

Skills
CCNA, Active Directory, DNS, DHCP, Network Administration, Cisco Technologies, VMware, System Administration, Routers, Troubleshooting, Networking, Laptops, Software Documentation, Backup Exec, Microsoft Exchange, Software Installation, Microsoft Technologies, Windows 7, Help Desk Support, Windows Server, Firewalls, Citrix, Rack and Stack, Disaster Recovery, LAN-WAN, VPN, Access, WAN, XP, Data Center, Virtualization, TCP/IP, Servers, IT Management, Security, VMware ESX, Network Security, IT Operations, Switches, Network Engineering, Blackberry, Computer Hardware, Operating Systems, NetApp, Storage, Windows, Routing, Visio, OSPF, High Availability

Education
City College of San Francisco

St. John's College (NM)
The Great Books Program, which was equivalent to a Math major and a Philosophy minor

Jackie Soderlund Jackie Soderlund San Francisco Bay Area Details
Jackie Soderlund's Matthews International Capital Management Experience August 2006 - Present
Job Senior Manager of Investment Operations at Matthews Asia
Industry Financial Services
Experience
Matthews International Capital Management   August 2006 - Present
State Street  May 1996 - August 2006
EurekaBank  December 1989 - May 1996

Skills
Mutual Funds, Bloomberg, Equities, Financial Services, Investments, Fixed Income, Valuation, Portfolio Management, Investment Management, Securities

Education
St. Mary's College of California   1994 — 1996
Bachelor of Science (BS), Business Administration, Honors Concentration in Finance

Noor Kamruddin Noor Kamruddin San Francisco Bay Area Details
Noor Kamruddin's Matthews International Capital Management Experience 2008 - 2010
Job VP at Meetyl Inc.
Industry Financial Services
Experience
Meetyl   2014 - Present
Compass Technology Group  November 2013 - 2014
Matthews International Capital Management   2008 - 2010
Wasatch Advisors  2004 - 2008
Firsthand Capital Management  2002 - 2004
Merrill Lynch  2000 - 2002
CIBC World Markets  1999 - 2000
3Com / US Robotics   1995 - 1998

Skills
Equity Research, Asset Management, Mutual Funds, Asset Allocation, Investments, Investment Management, Bloomberg, Financial Modeling, Portfolio Management, Valuation, Equities, Hedge Funds, Financial Analysis, Private Equity, Capital Markets, Alternative Investments, Management, Due Diligence, Venture Capital

Education
The University of Chicago - Booth School of Business   1997 — 1999
MBA, Finance and Accounting

CFA

University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Computer Engineering

Jason Geidt Jason Geidt San Francisco Bay Area Details
Jason Geidt's Matthews International Capital Management Experience April 2011 - July 2013
Job Operations Manager at Torero Specialty Products LLC
Industry Financial Services
Experience
Torero Specialty Products   July 2013 - Present
Matthews International Capital Management   April 2011 - July 2013
Custom Hosue Fund Services (Chicago) LLC   October 2008 - December 2010
Foursquare Properties, Inc.   June 2007 - October 2007
University of San Diego Tech Support Center   August 2005 - September 2005
Fetal Diagnostic Center of Saddleback Memorial Care Center   June 2005 - August 2005

Skills
Bloomberg, Valuation, Finance, Mutual Funds, Accounting, Microsoft Excel, Fund Accounting, Financial Services, PowerPoint, Customer Service

Education
University of San Diego   2004 — 2008
BA, Business Administration

Jia Zhu Jia Zhu San Francisco Bay Area Details
Jia Zhu's Matthews International Capital Management Experience July 2014 - Present
Job Research Analyst at Matthews International Capital Management
Industry Investment Management
Experience
Matthews International Capital Management   July 2014 - Present
Ancient Art, LP IA to Teton Capital Partners, LP   February 2013 - June 2014
Citigroup Global Markets Japan   April 2006 - October 2010

Skills
Equities, Capital Markets, Financial Modeling, Valuation, Hedge Funds, Emerging Markets, Equity Research, Bloomberg, Corporate Finance, Financial Analysis, Investments, Portfolio Management, Business Strategy, Due Diligence, Venture Capital

Education
University of Pennsylvania - The Wharton School   2012 — 2014
Master of Business Administration (MBA), Finance

Hitotsubashi University   2002 — 2006
Bachelor

Louisa Cheung Louisa Cheung San Francisco Bay Area Details
Louisa Cheung's Matthews International Capital Management Experience 1993 - 1997
Job Accounting Manager at QSoft, LLC
Industry Accounting
Experience
Q-Soft, LLC   Accounting ManagerRSF Social Finance1998 - 2008
Matthews International Capital Management   1993 - 1997

Skills
501 (c),, Business Analytics, GAAP, General Acceptable..., Accounting, Audits, Accounts Payable, Accounts Receivable, A/P, A/R, Income Reports, Balance Sheet, Investor Relations, Payroll, Fundraisers, Income statements, Grants, Business Process..., Gross Margin..., Monthly/Year-end..., FASB, Grant Program Analysis, Financial Analysis, Financial Planning, Financial Modeling, Non-Profit Accounting, Staff Accountant, Tax Accounting, Cost Analysis, Benefits Administration, Employee Benefits, Cost Savings, Strategic Financial...

Education
Boston University
BS, International Management

Catherine Chan Catherine Chan San Francisco Bay Area Details
Catherine Chan's Matthews International Capital Management Experience July 2011 - July 2012
Job Human Resources Administrator at Smaato
Industry Human Resources
Experience
Smaato  August 2015 - Present
CORE40 Studios   August 2015 - Present
Gliffy  January 2015 - August 2015
Matrix Resources  July 2012 - January 2015
Matthews International Capital Management   July 2011 - July 2012
Neiman Marcus  November 2009 - July 2011
Walgreens  May 2008 - August 2008
Nordstrom  December 2007 - December 2007
Gap Inc.  April 2007 - September 2007
Nordstrom  October 2005 - October 2006

Skills
Customer Service, Outlook, Sales Management, Human Resources, Event Management, Sales, Microsoft Office, Merchandising, PowerPoint, Customer Satisfaction, Business Relationship..., Vendor Management, Social Networking, Microsoft Excel, Event Planning, Marketing, Recruiting, Project Management, Contract Negotiation, Customer Retention, Management, Leadership, Salesforce.com, Training, Time Management, Account Management, Interviews

Education
San Jose State University   2005 — 2009
BS, Business Adminsistration, Management

Lorena Moudi Lorena Moudi San Francisco Bay Area Details
Lorena Moudi's Matthews International Capital Management Experience 1996 - 1998
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  2013 - Present
Litman Gregory  2012 - 2013
David White & Associates  2009 - 2011
Charles Schwab  2003 - 2004
Merrill Lynch  1999 - 2003
Matthews International Capital Management   1996 - 1998

Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Portfolio Management, Wealth Management, Hedge Funds, Equities, Asset Managment, Investments, Wealth Accumulation, Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management..., Financial Advisory, Investment Advisory, Series 63, Retirement, Estate Planning, Life Insurance, Securities, Investment Management

Education
San Francisco State University

Horrocks Robert Horrocks Robert San Francisco Bay Area Details
Horrocks Robert's Matthews International Capital Management Experience Director of ResearchMirae Asset Hongkong2006 - 2008
Job CIO at Matthews International Capital Management
Industry Investment Management
Experience
Matthews International Capital Management   Director of ResearchMirae Asset Hongkong2006 - 2008
Everbright Pramerica   2004 - 2006
Everbright Pramerica   2004 - 2006
Schroders  1996 - 2004

Skills
Bloomberg, Asset Managment, Emerging Markets, Equities, Portfolio Management, Vendor Management, IT Operations, Investment Management, Hedge Funds, Investments, Project Management

Education
University of Leeds   1986 — 1994
PhD, Modern Chinese Economic History

Lilli Collier Lilli Collier San Francisco Bay Area Details
Lilli Collier's Matthews International Capital Management Experience August 2007 - September 2008
Job Office Manager
Industry Facilities Services
Experience
Collier Associates   October 2008 - July 2012
Matthews International Capital Management   August 2007 - September 2008
Transwestern  April 2002 - March 2007
Del Monte Foods  June 1993 - July 2001

Skills
Facilities Management, Office Equipment..., Build Outs, Calendaring, Microsoft Excel, Event Planning, Office Management, Microsoft Office, PowerPoint, Administrative..., Lease Administration, Office Administration, Outlook, Event Management, Accounts Payable

Education
City College of San Francisco
Air Transportation & Dental Assisting