Metropolitan West Asset Management
Industry: Company
DescriptionHeadquarters: Los Angeles, CA Founded: 1996 Parent organization: TCW Group Subsidiary: West Gate Advisors LLC
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Metropolitan West Asset Management Employees
Employee
Years
Job
Industry
Sonia Russell Sonia Russell's Metropolitan West Asset Management Experience February 2012 - August 2012
Job Office Associate at Walmart
Industry Accounting
Experience
Walmart August 2014 - Present
United States Postal Service November 2013 - Present
Walmart September 2012 - August 2014
Metropolitan West Asset Management February 2012 - August 2012
Skills
Network Marketing, Small Business, Customer Service, Call Centers, PowerPoint, Microsoft Office, Microsoft Word, Telecommunications, Sales Management, Event Management, Data Entry, Microsoft Excel, Retail, Sales, Entrepreneurship, Public Speaking, Strategic Planning, Team Building, Time Management, Training
Education
University of Phoenix 2007 — 2009
Masters, Accountancy, 3.36 GPA
Bellevue University 2005 — 2007
Bachelor's degree, Business Administration & Technical Studies, 3.13 GPA
Metropolitan Community College 2001 — 2003
Associate of Arts and Sciences (AAS), Culinary Arts & Management, 3.53 GPA
Lincoln School of Commerce (Kaplan) 1992 — 1992
Associate of Arts and Sciences (AAS), Fashion Merchandising
Walmart August 2014 - Present
United States Postal Service November 2013 - Present
Walmart September 2012 - August 2014
Metropolitan West Asset Management February 2012 - August 2012
Skills
Network Marketing, Small Business, Customer Service, Call Centers, PowerPoint, Microsoft Office, Microsoft Word, Telecommunications, Sales Management, Event Management, Data Entry, Microsoft Excel, Retail, Sales, Entrepreneurship, Public Speaking, Strategic Planning, Team Building, Time Management, Training
Education
University of Phoenix 2007 — 2009
Masters, Accountancy, 3.36 GPA
Bellevue University 2005 — 2007
Bachelor's degree, Business Administration & Technical Studies, 3.13 GPA
Metropolitan Community College 2001 — 2003
Associate of Arts and Sciences (AAS), Culinary Arts & Management, 3.53 GPA
Lincoln School of Commerce (Kaplan) 1992 — 1992
Associate of Arts and Sciences (AAS), Fashion Merchandising
Carol Graves, CPA, CFA Carol Graves, CPA, CFA's Metropolitan West Asset Management Experience 2001 - 2002
Job Investment Professional: Data Management, Business Analysis
Industry Investment Management
Experience
Nuveen Investments 2006 - 2012
Nuveen Investments 2005 - 2006
Nuveen Investments 2003 - 2005
Metropolitan West Asset Management 2001 - 2002
InvestorForce (Asset Strategy Consulting) 2000 - 2001
InvestorForce (Asset Strategy Consulting) 2000 - 2000
Ernst & Young 1997 - 2000
Skills
Financial Analysis, Software Documentation, CRM, Operations Research, Training, Data Management, Client Service, Financial Reporting, Variance Analysis, Budget Forecasts, Documentation, Bloomberg, Charles River, ProTrak, SimCorp Dimension, Analysis, Risk Management, Portfolio Management, Financial Services, Management, Auditing, MS Project, MS Excel Pivot Tables, MS Office
Education
The University of Chicago Booth School of Business
MBA, Statistics / Finance
Georgetown University
BSBA, Accounting / Computer Science
Nuveen Investments 2006 - 2012
Nuveen Investments 2005 - 2006
Nuveen Investments 2003 - 2005
Metropolitan West Asset Management 2001 - 2002
InvestorForce (Asset Strategy Consulting) 2000 - 2001
InvestorForce (Asset Strategy Consulting) 2000 - 2000
Ernst & Young 1997 - 2000
Skills
Financial Analysis, Software Documentation, CRM, Operations Research, Training, Data Management, Client Service, Financial Reporting, Variance Analysis, Budget Forecasts, Documentation, Bloomberg, Charles River, ProTrak, SimCorp Dimension, Analysis, Risk Management, Portfolio Management, Financial Services, Management, Auditing, MS Project, MS Excel Pivot Tables, MS Office
Education
The University of Chicago Booth School of Business
MBA, Statistics / Finance
Georgetown University
BSBA, Accounting / Computer Science
Joyce Pang, CFA, CIPM Joyce Pang, CFA, CIPM's Metropolitan West Asset Management Experience May 2007 - February 2010
Job Vice President Fixed Income Group
Industry Investment Management
Experience
Trust Company of the West (TCW) February 2010 - Present
Metropolitan West Asset Management May 2007 - February 2010
Ernst & Young September 2005 - May 2007
Skills
Hedge Funds, Strategy, Fixed Income, Equities, Asset Management, Bloomberg, Valuation, Mutual Funds, Investment Strategies, Alternative Investments, Derivatives, Investment Management, Financial Modeling, Portfolio Management, Investments, Financial Analysis
Education
University of California, Santa Barbara 2001 — 2005
BA, Business Economics
Monash University 2004 — 2004
Trust Company of the West (TCW) February 2010 - Present
Metropolitan West Asset Management May 2007 - February 2010
Ernst & Young September 2005 - May 2007
Skills
Hedge Funds, Strategy, Fixed Income, Equities, Asset Management, Bloomberg, Valuation, Mutual Funds, Investment Strategies, Alternative Investments, Derivatives, Investment Management, Financial Modeling, Portfolio Management, Investments, Financial Analysis
Education
University of California, Santa Barbara 2001 — 2005
BA, Business Economics
Monash University 2004 — 2004
Michael Porter, CFA, CMA Michael Porter, CFA, CMA's Metropolitan West Asset Management Experience July 2001 - September 2006
Job Vice President at AQR Capital Management
Industry Investment Management
Experience
AQR Capital Management September 2014 - Present
Saddle Peak Asset Management July 2011 - December 2012
Dimensional Fund Advisors 2006 - November 2010
Metropolitan West Asset Management July 2001 - September 2006
InvestorForce 2000 - 2001
Asset Strategy Consulting 1997 - 2000
Nissan 1996 - 1997
Verizon 1992 - 1996
Skills
Series 7, Series 63, Investments, Asset Management, Wealth Management, Financial Advisory, FINRA Series 6, Asset Managment, Fixed Income, Financial Analysis, Series 6, Asset Allocation, Portfolio Management, Investment Management, Financial Markets, Equities, Investment Strategies, Equity Research, Financial Services, Capital Markets, Emerging Markets, Strategic Financial..., Relationship Management, Finance, Strategy, Alternative Investments, Hedge Funds, Investment Advisory, Institutional..., Structured Finance, Mutual Funds, Bloomberg, Securities, Manage Client..., Communication
Education
Cornell University - S.C. Johnson Graduate School of Management 1990 — 1992
MBA, Focus: Finance and Investments
Villanova University 1985 — 1989
BS, Business Administration
AQR Capital Management September 2014 - Present
Saddle Peak Asset Management July 2011 - December 2012
Dimensional Fund Advisors 2006 - November 2010
Metropolitan West Asset Management July 2001 - September 2006
InvestorForce 2000 - 2001
Asset Strategy Consulting 1997 - 2000
Nissan 1996 - 1997
Verizon 1992 - 1996
Skills
Series 7, Series 63, Investments, Asset Management, Wealth Management, Financial Advisory, FINRA Series 6, Asset Managment, Fixed Income, Financial Analysis, Series 6, Asset Allocation, Portfolio Management, Investment Management, Financial Markets, Equities, Investment Strategies, Equity Research, Financial Services, Capital Markets, Emerging Markets, Strategic Financial..., Relationship Management, Finance, Strategy, Alternative Investments, Hedge Funds, Investment Advisory, Institutional..., Structured Finance, Mutual Funds, Bloomberg, Securities, Manage Client..., Communication
Education
Cornell University - S.C. Johnson Graduate School of Management 1990 — 1992
MBA, Focus: Finance and Investments
Villanova University 1985 — 1989
BS, Business Administration
Phillip Dominguez, CFA Phillip Dominguez, CFA's Metropolitan West Asset Management Experience April 2008 - November 2009
Job Vice President at The TCW Group
Industry Investment Management
Experience
The TCW Group December 2009 - Present
Metropolitan West Asset Management April 2008 - November 2009
Deutsche Bank January 2006 - March 2008
Skills
Asset Management, Capital Markets, Fixed Income, Structured Products, MBS, Investments, Asset Allocation, Private Equity, Hedge Funds, Bloomberg
Education
University of Southern California
Bachelor of Science (BS), Accounting
The TCW Group December 2009 - Present
Metropolitan West Asset Management April 2008 - November 2009
Deutsche Bank January 2006 - March 2008
Skills
Asset Management, Capital Markets, Fixed Income, Structured Products, MBS, Investments, Asset Allocation, Private Equity, Hedge Funds, Bloomberg
Education
University of Southern California
Bachelor of Science (BS), Accounting
Anicia Mendez Anicia Mendez's Metropolitan West Asset Management Experience 1998 - 2003
Job Managing Director, Consultant Executive at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group May 2014 - Present
Sage Advisory Services June 2012 - December 2013
Dwight Asset Management May 2005 - May 2012
Roxbury Capital Management 2003 - 2005
Metropolitan West Asset Management 1998 - 2003
Skills
Fixed Income, Asset Managment, Investment Management, Investments, Asset Allocation, CRM, Financial Analysis
Education
UCLA Anderson School of Management
Masters in Business Administration
University of California, Los Angeles 1992 — 1997
Bachelor of Arts, Psychology
Janus Capital Group May 2014 - Present
Sage Advisory Services June 2012 - December 2013
Dwight Asset Management May 2005 - May 2012
Roxbury Capital Management 2003 - 2005
Metropolitan West Asset Management 1998 - 2003
Skills
Fixed Income, Asset Managment, Investment Management, Investments, Asset Allocation, CRM, Financial Analysis
Education
UCLA Anderson School of Management
Masters in Business Administration
University of California, Los Angeles 1992 — 1997
Bachelor of Arts, Psychology
Mark Unferth Mark Unferth's Metropolitan West Asset Management Experience April 2002 - April 2006
Job Managing Partner at Alder Hill Management LP
Industry Investment Management
Experience
Alder Hill Management LP February 2014 - Present
CQS (US) LLC February 2009 - January 2014
Columbus Hill Capital Mgmt LP November 2006 - January 2009
Metropolitan West Asset Management April 2002 - April 2006
Credit Suisse September 2000 - April 2002
Donaldson, Lufkin & Jenrette April 1998 - September 2000
Citibank July 1995 - April 1998
Federal Reserve Board July 1990 - July 1993
Skills
Equities, Investment Strategies, Financial Modeling, Portfolio Management, Hedge Funds, Asset Allocation, Alternative Investments, Structured Finance, Trading, Bonds, Due Diligence, Wealth Management, Credit Analysis, Bloomberg, Options, Investment Banking, High Yield Bonds, Distressed Debt, Special Situations, Credit, Equity Derivatives, Investment Management, Credit Derivatives, High Yield, Fixed Income, CDS, Investments, Securities, Private Equity, Asset Management, Capital Markets, Leveraged Finance, Financial Markets, Emerging Markets, Valuation, LBO, Structured Products
Education
Simon School of Business - University of Rochester 1993 — 1995
MBA, Finance
University of North Carolina at Chapel Hill 1986 — 1990
BA, Economics
Alder Hill Management LP February 2014 - Present
CQS (US) LLC February 2009 - January 2014
Columbus Hill Capital Mgmt LP November 2006 - January 2009
Metropolitan West Asset Management April 2002 - April 2006
Credit Suisse September 2000 - April 2002
Donaldson, Lufkin & Jenrette April 1998 - September 2000
Citibank July 1995 - April 1998
Federal Reserve Board July 1990 - July 1993
Skills
Equities, Investment Strategies, Financial Modeling, Portfolio Management, Hedge Funds, Asset Allocation, Alternative Investments, Structured Finance, Trading, Bonds, Due Diligence, Wealth Management, Credit Analysis, Bloomberg, Options, Investment Banking, High Yield Bonds, Distressed Debt, Special Situations, Credit, Equity Derivatives, Investment Management, Credit Derivatives, High Yield, Fixed Income, CDS, Investments, Securities, Private Equity, Asset Management, Capital Markets, Leveraged Finance, Financial Markets, Emerging Markets, Valuation, LBO, Structured Products
Education
Simon School of Business - University of Rochester 1993 — 1995
MBA, Finance
University of North Carolina at Chapel Hill 1986 — 1990
BA, Economics
Michael Dennehy Michael Dennehy's Metropolitan West Asset Management Experience April 2007 - January 2010
Job VP, Senior RIA Consultant; Northeast at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2011 - Present
Old Mutual Asset Management January 2010 - June 2011
Metropolitan West Asset Management April 2007 - January 2010
Schwab Institutional February 2004 - April 2007
State Street Bank May 1996 - September 2002
Scudder Investments February 1993 - May 1996
Education
Saint Anselm College 1988 — 1992
B.A History
OppenheimerFunds July 2011 - Present
Old Mutual Asset Management January 2010 - June 2011
Metropolitan West Asset Management April 2007 - January 2010
Schwab Institutional February 2004 - April 2007
State Street Bank May 1996 - September 2002
Scudder Investments February 1993 - May 1996
Education
Saint Anselm College 1988 — 1992
B.A History
Mitzie Pierce Mitzie Pierce's Metropolitan West Asset Management Experience 2001 - 2003
Job SEC Reporting Manager at Cheniere Energy
Industry Accounting
Experience
Cheniere Energy, Inc. April 2014 - Present
Cardtronics October 2010 - April 2014
Cardtronics April 2009 - October 2010
Ernst & Young January 2004 - April 2009
Aames Investment Corp May 2004 - 2006
Metropolitan West Asset Management 2001 - 2003
Skills
Technical Accounting, 10Q, Financial Reporting, Accounting, SEC reporting, SOX, External Audit, Auditing, Financial Accounting, Excel, Hyperion, Audit, US GAAP, Microsoft Office, Revenue Recognition, Word, 10K, Accounting Research, XBRL, SEC filings, Internal Controls, Consolidation, Sarbanes-Oxley, CPA, Sarbanes-Oxley Act, GAAP, Hyperion Enterprise, Big 4, Financial Statements, Microsoft Excel, Financial Analysis, Microsoft Word, Variance Analysis, General Ledger, SEC Filings
Education
University of California, Santa Barbara 1995 — 1999
Economics, emphasis in Accounting, Japanese
Yokohama International School 1989 — 1995
Cheniere Energy, Inc. April 2014 - Present
Cardtronics October 2010 - April 2014
Cardtronics April 2009 - October 2010
Ernst & Young January 2004 - April 2009
Aames Investment Corp May 2004 - 2006
Metropolitan West Asset Management 2001 - 2003
Skills
Technical Accounting, 10Q, Financial Reporting, Accounting, SEC reporting, SOX, External Audit, Auditing, Financial Accounting, Excel, Hyperion, Audit, US GAAP, Microsoft Office, Revenue Recognition, Word, 10K, Accounting Research, XBRL, SEC filings, Internal Controls, Consolidation, Sarbanes-Oxley, CPA, Sarbanes-Oxley Act, GAAP, Hyperion Enterprise, Big 4, Financial Statements, Microsoft Excel, Financial Analysis, Microsoft Word, Variance Analysis, General Ledger, SEC Filings
Education
University of California, Santa Barbara 1995 — 1999
Economics, emphasis in Accounting, Japanese
Yokohama International School 1989 — 1995
Ray Singh Ray Singh's Metropolitan West Asset Management Experience April 2006 - August 2009
Job Vice President, Diversified Fixed Income at Eaton Vance
Industry Investment Management
Experience
Eaton Vance August 2015 - Present
Genworth Financial October 2010 - August 2015
Metropolitan West Asset Management April 2006 - August 2009
Harbert Management Corporation April 2003 - November 2005
JP Morgan Chase 1996 - 2000
Skills
Hedge Funds, Fixed Income, Trading, Emerging Markets, Financial Modeling, Investments, Equity Derivatives, Mutual Funds, Bonds, Equities, Financial Analysis, Strategy, Asset Management
Education
Yale University - Yale School of Management 2000 — 2002
MBA, Finance
University of Southern California 1991 — 1995
BS, Physics
Eaton Vance August 2015 - Present
Genworth Financial October 2010 - August 2015
Metropolitan West Asset Management April 2006 - August 2009
Harbert Management Corporation April 2003 - November 2005
JP Morgan Chase 1996 - 2000
Skills
Hedge Funds, Fixed Income, Trading, Emerging Markets, Financial Modeling, Investments, Equity Derivatives, Mutual Funds, Bonds, Equities, Financial Analysis, Strategy, Asset Management
Education
Yale University - Yale School of Management 2000 — 2002
MBA, Finance
University of Southern California 1991 — 1995
BS, Physics
Vladimir Goldenberg Vladimir Goldenberg's Metropolitan West Asset Management Experience 2004 - 2011
Job
Industry Financial Services
Experience
Lincoln Financial Group November 2011 - Present
Trust Company of the West July 2004 - November 2011
Metropolitan West Asset Management 2004 - 2011
Western Asset Management 2003 - 2004
northern trust 2000 - 2003
Lincoln Financial Group February 1998 - September 1999
Sears Holdings Corporation September 1996 - February 1998
bhs 1992 - 1994
Skills
Fixed Income, Sybase, Risk Management, Microsoft SQL Server, Quantitative Finance, Equities, Derivatives, Business Analysis, Credit Derivatives, SSIS, Asset Managment, Portfolio Management, Equity Derivatives, Electronic Trading, VB.NET, SQL, C#, Trading Systems, Capital Markets, Quantitative Analytics, Java, SDLC, Bloomberg, Hedge Funds, Bonds, Financial Modeling, C++, .NET, Asset Management, Software Development, Oracle, Trading, Market Risk, VBA, Options, Alternative Investments, Investments, SQL Server, ABS, Unix, C, Databases, Integration, Linux, Commercial Mortgage..., RiskFrontier, Management, Financial Analysis, Financial Services
Education
Санкт-Петербургский Институт Машиностроения (Втуз ЛМЗ) 1976 — 1982
MSME
Lincoln Financial Group November 2011 - Present
Trust Company of the West July 2004 - November 2011
Metropolitan West Asset Management 2004 - 2011
Western Asset Management 2003 - 2004
northern trust 2000 - 2003
Lincoln Financial Group February 1998 - September 1999
Sears Holdings Corporation September 1996 - February 1998
bhs 1992 - 1994
Skills
Fixed Income, Sybase, Risk Management, Microsoft SQL Server, Quantitative Finance, Equities, Derivatives, Business Analysis, Credit Derivatives, SSIS, Asset Managment, Portfolio Management, Equity Derivatives, Electronic Trading, VB.NET, SQL, C#, Trading Systems, Capital Markets, Quantitative Analytics, Java, SDLC, Bloomberg, Hedge Funds, Bonds, Financial Modeling, C++, .NET, Asset Management, Software Development, Oracle, Trading, Market Risk, VBA, Options, Alternative Investments, Investments, SQL Server, ABS, Unix, C, Databases, Integration, Linux, Commercial Mortgage..., RiskFrontier, Management, Financial Analysis, Financial Services
Education
Санкт-Петербургский Институт Машиностроения (Втуз ЛМЗ) 1976 — 1982
MSME
Rick Rosenthal Rick Rosenthal's Metropolitan West Asset Management Experience October 2000 - September 2002
Job
Industry Investment Management
Experience
US Bank January 2012 - Present
City National Asset Management June 2007 - January 2012
Northern Trust November 2002 - June 2007
Metropolitan West Asset Management October 2000 - September 2002
PIMCO 1998 - 2000
Skills
Asset Allocation, Portfolio Management, Equities, Asset Managment, Investments, Fixed Income, Wealth Management, Mutual Funds, Investment Management, Trading, Financial Services, High Net Worth..., Alternative Investments, Hedge Funds, Quantitative Analytics, Investment Strategies, Bloomberg, Series 7, Investment Advisory, Wealth Management..., Securities, Asset Management, Private Banking, Bonds, Relationship Management, Financial Advisory
Education
Loyola Marymount University, College of Business Administration 2005 — 2007
MBA, Finance & International Business
University of Arizona, Eller College of Management 1991 — 1995
BA, Economics
US Bank January 2012 - Present
City National Asset Management June 2007 - January 2012
Northern Trust November 2002 - June 2007
Metropolitan West Asset Management October 2000 - September 2002
PIMCO 1998 - 2000
Skills
Asset Allocation, Portfolio Management, Equities, Asset Managment, Investments, Fixed Income, Wealth Management, Mutual Funds, Investment Management, Trading, Financial Services, High Net Worth..., Alternative Investments, Hedge Funds, Quantitative Analytics, Investment Strategies, Bloomberg, Series 7, Investment Advisory, Wealth Management..., Securities, Asset Management, Private Banking, Bonds, Relationship Management, Financial Advisory
Education
Loyola Marymount University, College of Business Administration 2005 — 2007
MBA, Finance & International Business
University of Arizona, Eller College of Management 1991 — 1995
BA, Economics
Brian Merrell, MBA Brian Merrell, MBA's Metropolitan West Asset Management Experience January 2007 - April 2009
Job Financial Manager at Silver Butte Holsteins, Inc.
Industry Farming
Experience
Silver Butte Holsteins, Inc. June 2013 - Present
Brian & Brian, LLC 2008 - Present
LinQuest May 2009 - May 2013
United States Air Force May 2005 - May 2009
Metropolitan West Asset Management January 2007 - April 2009
Brigham Young University June 2002 - April 2005
Allen Theatres July 1997 - May 1999
Skills
Small Business..., QuickBooks, Financial Analysis, Real Estate Investment, Program Management, DoD, Project Planning, Management, Systems Engineering, Air Force, Strategic Planning, Microsoft Office, Spanish, MS Project, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Military Experience, Credit Analysis, SATCOM, Defense Acquisition, Real Estate Finance, Training & Development, Excel, Word, MS Office Suite, Spreadsheet Design, Entrepreneur, Compliance, Human Resources, Policy, Budgets, Entrepreneurship, Analysis, Finance, Satellite, Integration, Training, Leadership, Process Improvement, Government, Defence Sector, Real Estate Economics, Risk Management, Employee Training, Military, Portfolio Management, Strategy, Proposal Writing
Education
Loyola Marymount University, College of Business Administration 2008 — 2009
MBA, Finance
Brigham Young University 2002 — 2005
B.S., Accounting
New Mexico State University 1999 — 2000
Silver Butte Holsteins, Inc. June 2013 - Present
Brian & Brian, LLC 2008 - Present
LinQuest May 2009 - May 2013
United States Air Force May 2005 - May 2009
Metropolitan West Asset Management January 2007 - April 2009
Brigham Young University June 2002 - April 2005
Allen Theatres July 1997 - May 1999
Skills
Small Business..., QuickBooks, Financial Analysis, Real Estate Investment, Program Management, DoD, Project Planning, Management, Systems Engineering, Air Force, Strategic Planning, Microsoft Office, Spanish, MS Project, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Military Experience, Credit Analysis, SATCOM, Defense Acquisition, Real Estate Finance, Training & Development, Excel, Word, MS Office Suite, Spreadsheet Design, Entrepreneur, Compliance, Human Resources, Policy, Budgets, Entrepreneurship, Analysis, Finance, Satellite, Integration, Training, Leadership, Process Improvement, Government, Defence Sector, Real Estate Economics, Risk Management, Employee Training, Military, Portfolio Management, Strategy, Proposal Writing
Education
Loyola Marymount University, College of Business Administration 2008 — 2009
MBA, Finance
Brigham Young University 2002 — 2005
B.S., Accounting
New Mexico State University 1999 — 2000
Conor Shalloe AIF® Conor Shalloe AIF®'s Metropolitan West Asset Management Experience April 2007 - June 2010
Job Senior Vice President at NEUBERGER BERMAN
Industry Investment Management
Experience
NEUBERGER BERMAN 2014 - Present
Santa Monica Rugby Club 1999 - 2015
Santa Monica Rugby Club 1999 - 2015
Trust Company of the West June 2010 - December 2013
Metropolitan West Asset Management April 2007 - June 2010
Skills
Mutual Funds, Asset Managment, Investments, Asset Allocation, Alternative Investments
Education
Dublin Institute of Technology
NEUBERGER BERMAN 2014 - Present
Santa Monica Rugby Club 1999 - 2015
Santa Monica Rugby Club 1999 - 2015
Trust Company of the West June 2010 - December 2013
Metropolitan West Asset Management April 2007 - June 2010
Skills
Mutual Funds, Asset Managment, Investments, Asset Allocation, Alternative Investments
Education
Dublin Institute of Technology
John Mendell John Mendell's Metropolitan West Asset Management Experience May 2005 - December 2010
Job Global Investor Relations at Tennenbaum Capital
Industry Investment Management
Experience
Tennenbaum Capital Partners, LLC June 2015 - Present
Ares Management April 2014 - June 2015
Camden Asset Management May 2011 - April 2014
Metropolitan West Asset Management May 2005 - December 2010
Education
UCLA Anderson School of Management 1999 — 2001
MBA, Investment Finance and Marketing
Yale University 1992 — 1996
B.A., History
Tennenbaum Capital Partners, LLC June 2015 - Present
Ares Management April 2014 - June 2015
Camden Asset Management May 2011 - April 2014
Metropolitan West Asset Management May 2005 - December 2010
Education
UCLA Anderson School of Management 1999 — 2001
MBA, Investment Finance and Marketing
Yale University 1992 — 1996
B.A., History
Bob Smentkowski Bob Smentkowski's Metropolitan West Asset Management Experience 2001 - 2004
Job Financial Manager
Industry Investment Management
Experience
Zone Analytics January 2013 - Present
Various 2008 - 2012
Bank of America Merrill Lynch 2007 - 2008
Concord Investment Counsel 2004 - 2007
Metropolitan West Asset Management 2001 - 2004
Trust Company of the West 1996 - 1999
Foresight Capital Management 1991 - 1996
Security Pacific Bank 1985 - 1991
Skills
Forecasting Models, Fixed Income, Portfolio Management, FX, Asset Allocation, Swaps, Structured Products, Emerging Markets, CDO, Investments, ABS, MBS, Hedging, Trading, CMBS, Derivatives, Financial Modeling, Options, Securitization, Credit Risk, Intex Desktop, Bonds, Financial Analysis, Investment Management, Performance Measurement, Total Return Swaps, Interest Rate Risk..., Credit Derivatives, Sovereign Debt, Leadership, Financial Product..., Arbitrage, Financial Services, Valuation, Investment Banking, Investment Strategies, FX Options
Education
United States Military Academy at West Point
BS, General Engineering
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance & Accounting
Zone Analytics January 2013 - Present
Various 2008 - 2012
Bank of America Merrill Lynch 2007 - 2008
Concord Investment Counsel 2004 - 2007
Metropolitan West Asset Management 2001 - 2004
Trust Company of the West 1996 - 1999
Foresight Capital Management 1991 - 1996
Security Pacific Bank 1985 - 1991
Skills
Forecasting Models, Fixed Income, Portfolio Management, FX, Asset Allocation, Swaps, Structured Products, Emerging Markets, CDO, Investments, ABS, MBS, Hedging, Trading, CMBS, Derivatives, Financial Modeling, Options, Securitization, Credit Risk, Intex Desktop, Bonds, Financial Analysis, Investment Management, Performance Measurement, Total Return Swaps, Interest Rate Risk..., Credit Derivatives, Sovereign Debt, Leadership, Financial Product..., Arbitrage, Financial Services, Valuation, Investment Banking, Investment Strategies, FX Options
Education
United States Military Academy at West Point
BS, General Engineering
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance & Accounting
Lara Mulpagano's Metropolitan West Asset Management Experience June 2005 - January 2007
Job Performing Arts Secretary at Carmel High School
Industry Primary/Secondary Education
Experience
Carmel High School September 2013 - Present
Performer's Edge Dance Studio December 2013 - Present
Carmel Clay Schools August 2010 - May 2013
Carmel Clay Schools January 2007 - May 2010
Metropolitan West Asset Management June 2005 - January 2007
Metropolitan West Asset Management September 1996 - June 2005
Hotchkis and Wiley April 1993 - September 1996
PIMCO September 1991 - April 1993
Skills
Microsoft Office, Nonprofits, Microsoft Word, Social Media, PowerPoint, Editing, Public Speaking, Customer Service, Microsoft Excel, Website Development, Photoshop, Illustrator, Outlook, Teaching, Training, Accounts Payable &..., Travel Management, Expense Reports, Budgeting, Executive Calendar..., Process Optimization, Teamwork, Proactive Monitoring, Event Planning, Team Building, Sales
Education
Ball State University 1987 — 1990
Bachelor of Arts (B.A.), Marketing
Carmel High School September 2013 - Present
Performer's Edge Dance Studio December 2013 - Present
Carmel Clay Schools August 2010 - May 2013
Carmel Clay Schools January 2007 - May 2010
Metropolitan West Asset Management June 2005 - January 2007
Metropolitan West Asset Management September 1996 - June 2005
Hotchkis and Wiley April 1993 - September 1996
PIMCO September 1991 - April 1993
Skills
Microsoft Office, Nonprofits, Microsoft Word, Social Media, PowerPoint, Editing, Public Speaking, Customer Service, Microsoft Excel, Website Development, Photoshop, Illustrator, Outlook, Teaching, Training, Accounts Payable &..., Travel Management, Expense Reports, Budgeting, Executive Calendar..., Process Optimization, Teamwork, Proactive Monitoring, Event Planning, Team Building, Sales
Education
Ball State University 1987 — 1990
Bachelor of Arts (B.A.), Marketing
Chris Scibelli Chris Scibelli's Metropolitan West Asset Management Experience August 1996 - December 2009
Job Managing Director
Industry Investment Management
Experience
Ares Management LP November 2013 - March 2015
Trust Company of the West December 2009 - June 2013
Metropolitan West Asset Management August 1996 - December 2009
Hotchkis and Wiley October 1993 - July 1996
Education
UCLA Anderson School of Management 1988 — 1990
Master of Business Administration (MBA), Finance, General
Harvard College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Woodrow Wilson High School 1977 — 1979
Ares Management LP November 2013 - March 2015
Trust Company of the West December 2009 - June 2013
Metropolitan West Asset Management August 1996 - December 2009
Hotchkis and Wiley October 1993 - July 1996
Education
UCLA Anderson School of Management 1988 — 1990
Master of Business Administration (MBA), Finance, General
Harvard College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Woodrow Wilson High School 1977 — 1979
Gino Nucci Gino Nucci's Metropolitan West Asset Management Experience January 2004 - December 2009
Job Portfolio Manager at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West December 2009 - Present
Metropolitan West Asset Management January 2004 - December 2009
Volpe Brown Whelan April 1999 - March 2000
Prudential Securities August 1997 - March 1999
Skills
Investment Management, High Yield, Asset Allocation, Asset Managment
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Finance
Yale University 1993 — 1997
B.A., Economics
Trust Company of the West December 2009 - Present
Metropolitan West Asset Management January 2004 - December 2009
Volpe Brown Whelan April 1999 - March 2000
Prudential Securities August 1997 - March 1999
Skills
Investment Management, High Yield, Asset Allocation, Asset Managment
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Finance
Yale University 1993 — 1997
B.A., Economics
Young-Ran Srein Young-Ran Srein's Metropolitan West Asset Management Experience January 2008 - August 2009
Job Consultant at Accenture
Industry Information Technology and Services
Experience
Accenture August 2010 - Present
Metropolitan West Asset Management January 2008 - August 2009
IBM Global Services June 2006 - January 2008
Washington Mutual 2001 - 2006
IBM 2001 - 2006
AlliedSignal 1989 - 2001
Skills
Requirements Gathering, Financial Services, Requirements Analysis, SDLC, Testing, Cross-functional Team..., Software Development, Systems Analysis, Management, Business Intelligence, Microsoft SQL Server, JavaScript, Integration, Data Analysis, Software Project..., Business Process, Business Analysis, Agile Methodologies, Consulting, Visio, Project Management
Education
Seattle University 1993 — 1997
Master's degree, software engineering
Accenture August 2010 - Present
Metropolitan West Asset Management January 2008 - August 2009
IBM Global Services June 2006 - January 2008
Washington Mutual 2001 - 2006
IBM 2001 - 2006
AlliedSignal 1989 - 2001
Skills
Requirements Gathering, Financial Services, Requirements Analysis, SDLC, Testing, Cross-functional Team..., Software Development, Systems Analysis, Management, Business Intelligence, Microsoft SQL Server, JavaScript, Integration, Data Analysis, Software Project..., Business Process, Business Analysis, Agile Methodologies, Consulting, Visio, Project Management
Education
Seattle University 1993 — 1997
Master's degree, software engineering
Chait Errande Chait Errande's Metropolitan West Asset Management Experience November 1999 - February 2010
Job Senior Vice President at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West March 2010 - Present
Metropolitan West Asset Management November 1999 - February 2010
Compucom 1998 - 1999
Compucom 1998 - 1999
Compucom Systems 1998 - 1999
Skills
Fixed Income, Investment Management, Equities, Risk Management, Financial Modeling, Asset Managment, SDLC, Portfolio Management, Hedge Funds, Bloomberg, Asset Management, Capital Markets, Derivatives, Alternative Investments, Management, Investments, Financial Analysis, Finance, Valuation, Process Improvement
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance, Entrepreneurship
Utah State University 1995 — 1998
MS, Engineering
Bangalore University 1986 — 1990
BE, Engineering, Civil
Trust Company of the West March 2010 - Present
Metropolitan West Asset Management November 1999 - February 2010
Compucom 1998 - 1999
Compucom 1998 - 1999
Compucom Systems 1998 - 1999
Skills
Fixed Income, Investment Management, Equities, Risk Management, Financial Modeling, Asset Managment, SDLC, Portfolio Management, Hedge Funds, Bloomberg, Asset Management, Capital Markets, Derivatives, Alternative Investments, Management, Investments, Financial Analysis, Finance, Valuation, Process Improvement
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance, Entrepreneurship
Utah State University 1995 — 1998
MS, Engineering
Bangalore University 1986 — 1990
BE, Engineering, Civil
Carmen Cejudo Carmen Cejudo's Metropolitan West Asset Management Experience February 2003 - December 2006
Job PE, Mechanical Engineer at Ecotope, Inc.
Industry Mechanical or Industrial Engineering
Experience
ASHRAE Puget Sound Chapter June 2015 - Present
Ecotope, Inc. December 2008 - Present
Engineers Without Borders - Puget Sound Professionals Chapter 2011 - December 2013
Metropolitan West Asset Management February 2003 - December 2006
Metropolitan West Asset Mangement 2003 - 2006
Skills
Sustainability, Leadership, Nonprofits, Non-profits, Program Management, Research, Proposal Writing, Environmental Awareness, Microsoft Excel, Construction, Data Analysis, Project Management, Green Building, Sustainable Development, Environmental..., Construction Management, Energy Efficiency, AutoCAD, BIM
Education
University of Southern California 1997 — 2002
BS, Environmental Engineering
ASHRAE Puget Sound Chapter June 2015 - Present
Ecotope, Inc. December 2008 - Present
Engineers Without Borders - Puget Sound Professionals Chapter 2011 - December 2013
Metropolitan West Asset Management February 2003 - December 2006
Metropolitan West Asset Mangement 2003 - 2006
Skills
Sustainability, Leadership, Nonprofits, Non-profits, Program Management, Research, Proposal Writing, Environmental Awareness, Microsoft Excel, Construction, Data Analysis, Project Management, Green Building, Sustainable Development, Environmental..., Construction Management, Energy Efficiency, AutoCAD, BIM
Education
University of Southern California 1997 — 2002
BS, Environmental Engineering
Eric Chan, CPA Eric Chan, CPA's Metropolitan West Asset Management Experience November 2006 - December 2009
Job Senior Vice President at The TCW Group
Industry Investment Management
Experience
The TCW Group December 2009 - Present
Metropolitan West Asset Management November 2006 - December 2009
Western Asset Management May 2004 - November 2006
Education
University of Southern California
Bachelor of Arts (B.A.), Accounting and Finance
The TCW Group December 2009 - Present
Metropolitan West Asset Management November 2006 - December 2009
Western Asset Management May 2004 - November 2006
Education
University of Southern California
Bachelor of Arts (B.A.), Accounting and Finance
Jamie Melas's Metropolitan West Asset Management Experience September 2009 - February 2010
Job Assistant Vice President at The TCW Group
Industry Investment Management
Experience
The TCW Group March 2015 - Present
Trust Company of the West March 2012 - March 2015
Windward School November 2009 - March 2013
Trust Company of the West February 2010 - March 2012
Metropolitan West Asset Management September 2009 - February 2010
Skills
Fixed Income, Excel, Microsoft Office, Bloomberg, Derivatives, Management, Debt Settlement, Settlement, Total Return Swaps, Microsoft Excel, Equities, Investments, Bonds, Asset Management, Finance, Securities
Education
Boston College 2005 — 2009
BA, Communications
Windward High School 2000 — 2005
The TCW Group March 2015 - Present
Trust Company of the West March 2012 - March 2015
Windward School November 2009 - March 2013
Trust Company of the West February 2010 - March 2012
Metropolitan West Asset Management September 2009 - February 2010
Skills
Fixed Income, Excel, Microsoft Office, Bloomberg, Derivatives, Management, Debt Settlement, Settlement, Total Return Swaps, Microsoft Excel, Equities, Investments, Bonds, Asset Management, Finance, Securities
Education
Boston College 2005 — 2009
BA, Communications
Windward High School 2000 — 2005
Sonya Lee's Metropolitan West Asset Management Experience March 2005 - June 2006
Job
Industry Investment Management
Experience
Ares Management September 2012 - Present
Barclays Capital September 2008 - September 2012
Lehman Brothers July 2004 - September 2008
Metropolitan West Asset Management March 2005 - June 2006
Lehman Brothers July 2002 - October 2004
Skills
Fixed Income, Capital Markets, Hedge Funds, Investment Banking, Derivatives, Securitization, High Yield, Leveraged Finance
Education
University of Pennsylvania - The Wharton School
B.S., Finance, English
Ares Management September 2012 - Present
Barclays Capital September 2008 - September 2012
Lehman Brothers July 2004 - September 2008
Metropolitan West Asset Management March 2005 - June 2006
Lehman Brothers July 2002 - October 2004
Skills
Fixed Income, Capital Markets, Hedge Funds, Investment Banking, Derivatives, Securitization, High Yield, Leveraged Finance
Education
University of Pennsylvania - The Wharton School
B.S., Finance, English
Art Tsang's Metropolitan West Asset Management Experience June 2001 - January 2005
Job Sr. SQA Engineer at Paciolan
Industry Information Technology and Services
Experience
Paciolan March 2014 - Present
Symantec Partners February 2012 - February 2014
LiveOffice May 2008 - February 2012
Lending Tree September 2005 - December 2007
Metropolitan West Asset Management June 2001 - January 2005
PIMCO October 1999 - June 2001
Skills
C#, Business Analysis, JIRA, Microsoft SQL Server, SaaS
Education
University of California, Irvine 1995 — 1999
B.A., Economics
Paciolan March 2014 - Present
Symantec Partners February 2012 - February 2014
LiveOffice May 2008 - February 2012
Lending Tree September 2005 - December 2007
Metropolitan West Asset Management June 2001 - January 2005
PIMCO October 1999 - June 2001
Skills
C#, Business Analysis, JIRA, Microsoft SQL Server, SaaS
Education
University of California, Irvine 1995 — 1999
B.A., Economics
Christina Bau's Metropolitan West Asset Management Experience November 2009 - Present
Job Senior Vice President, Client Services at TCW Group (Trust Company of the West)
Industry Investment Management
Experience
TCW Group (Trust Company of the West) February 2010 - Present
Metropolitan West Asset Management November 2009 - Present
Metropolitan West Asset Management April 2008 - October 2009
Countrywide Capital Markets July 2007 - April 2008
Western Asset Management Company June 2004 - July 2007
TD Securities August 1998 - December 2003
Paramount Pictures May 1993 - June 1996
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
MBA, Finance
University of Southern California 1990 — 1993
B.S., Finance
TCW Group (Trust Company of the West) February 2010 - Present
Metropolitan West Asset Management November 2009 - Present
Metropolitan West Asset Management April 2008 - October 2009
Countrywide Capital Markets July 2007 - April 2008
Western Asset Management Company June 2004 - July 2007
TD Securities August 1998 - December 2003
Paramount Pictures May 1993 - June 1996
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
MBA, Finance
University of Southern California 1990 — 1993
B.S., Finance
Chau Lam, CPA's Metropolitan West Asset Management Experience November 2006 - June 2010
Job Trust Company of the West
Industry Accounting
Experience
Trust Company of the West June 2010 - Present
Metropolitan West Asset Management November 2006 - June 2010
KPMG January 2006 - November 2006
Western Asset Management January 2004 - December 2005
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Accounting, Accounting, Bloomberg, Asset Management, Valuation, Hedge Funds, Investments, Mutual Funds, Fixed Income
Education
University of Southern California 2001 — 2003
Bachelor of Science (B.S.), Business Administration - Finance
Trust Company of the West June 2010 - Present
Metropolitan West Asset Management November 2006 - June 2010
KPMG January 2006 - November 2006
Western Asset Management January 2004 - December 2005
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Accounting, Accounting, Bloomberg, Asset Management, Valuation, Hedge Funds, Investments, Mutual Funds, Fixed Income
Education
University of Southern California 2001 — 2003
Bachelor of Science (B.S.), Business Administration - Finance
Ray Chung's Metropolitan West Asset Management Experience January 2004 - August 2007
Job Financial Analyst at Nestle USA
Industry Consumer Goods
Experience
Nestle S.A. July 2011 - Present
Live Nation 2009 - 2010
Mattel June 2008 - August 2008
Metropolitan West Asset Management January 2004 - August 2007
Universal Music Group December 2002 - December 2003
Metropolitan West Asset Management March 2001 - November 2002
CarsDirect.com March 2000 - January 2001
Skills
Risk Management, Bloomberg, Finance, Fixed Income, Portfolio Management, Management, Valuation
Education
University of Southern California 2007 — 2009
M.B.A, Finance, General
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Finance, General
University of California, Los Angeles 1994 — 1998
B.A., International Economics
Nestle S.A. July 2011 - Present
Live Nation 2009 - 2010
Mattel June 2008 - August 2008
Metropolitan West Asset Management January 2004 - August 2007
Universal Music Group December 2002 - December 2003
Metropolitan West Asset Management March 2001 - November 2002
CarsDirect.com March 2000 - January 2001
Skills
Risk Management, Bloomberg, Finance, Fixed Income, Portfolio Management, Management, Valuation
Education
University of Southern California 2007 — 2009
M.B.A, Finance, General
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Finance, General
University of California, Los Angeles 1994 — 1998
B.A., International Economics
Jamie Farnham's Metropolitan West Asset Management Experience November 2002 - December 2009
Job Portfolio Manager at TCW
Industry Investment Management
Experience
Trust Company of the West December 2009 - Present
Metropolitan West Asset Management November 2002 - December 2009
Primus Capital Funds August 1998 - July 2000
Merrill Lynch November 1995 - July 1998
Education
UCLA Anderson School of Management 2000 — 2002
Princeton University 1991 — 1995
Trust Company of the West December 2009 - Present
Metropolitan West Asset Management November 2002 - December 2009
Primus Capital Funds August 1998 - July 2000
Merrill Lynch November 1995 - July 1998
Education
UCLA Anderson School of Management 2000 — 2002
Princeton University 1991 — 1995
Irene Mapua's Metropolitan West Asset Management Experience March 2005 - Present
Job VP at The TCW Group
Industry Investment Management
Experience
The TCW Group March 2015 - Present
The TCW Group February 2010 - Present
Metropolitan West Asset Management March 2005 - Present
Skills
Asset Management, Fixed Income, Bloomberg, Investments, Mutual Funds, Alternative Investments, Investment Management, Investment Strategies, Finance, Derivatives
Education
Loyola Marymount University 1993 — 1997
Loyola Marymount University, College of Business Administration 1993 — 1997
The TCW Group March 2015 - Present
The TCW Group February 2010 - Present
Metropolitan West Asset Management March 2005 - Present
Skills
Asset Management, Fixed Income, Bloomberg, Investments, Mutual Funds, Alternative Investments, Investment Management, Investment Strategies, Finance, Derivatives
Education
Loyola Marymount University 1993 — 1997
Loyola Marymount University, College of Business Administration 1993 — 1997
tad rivelle's Metropolitan West Asset Management Experience August 1996 - Present
Job CIO at Metropolitan West Asset Management
Industry Financial Services
Experience
Metropolitan West Asset Management August 1996 - Present
Education
UCLA Anderson School of Management 1988 — 1990
mba, finance
Yale University 1977 — 1981
Metropolitan West Asset Management August 1996 - Present
Education
UCLA Anderson School of Management 1988 — 1990
mba, finance
Yale University 1977 — 1981
Meena Patel's Metropolitan West Asset Management Experience August 2007 - July 2008
Job Human Resources Director at Hollywood Roosevelt Hotel
Industry Human Resources
Experience
Hollywood Roosevelt Hotel July 2014 - Present
California Restaurant Law April 2012 - June 2014
Ronald McDonald House Charities of Southern California October 2008 - October 2011
Metropolitan West Asset Management August 2007 - July 2008
Bingham McCutchen 2005 - 2007
Greenberg Traurig January 2005 - December 2005
Tribune Company 2003 - 2005
Education
University of San Diego School of Law
J.D.
Claremont McKenna College
B.A., Economics/Government
Kent Place School
HS
Pingry
Hollywood Roosevelt Hotel July 2014 - Present
California Restaurant Law April 2012 - June 2014
Ronald McDonald House Charities of Southern California October 2008 - October 2011
Metropolitan West Asset Management August 2007 - July 2008
Bingham McCutchen 2005 - 2007
Greenberg Traurig January 2005 - December 2005
Tribune Company 2003 - 2005
Education
University of San Diego School of Law
J.D.
Claremont McKenna College
B.A., Economics/Government
Kent Place School
HS
Pingry
Tonya Farmer's Metropolitan West Asset Management Experience December 2013 - Present
Job Quality Assurance
Industry Hospital & Health Care
Experience
Metropolitan West Asset Management December 2013 - Present
West Asset Management May 2010 - December 2013
CIGNA September 2008 - May 2010
LTRA February 2005 - September 2008
YMCA of Metropolitan Dallas March 2003 - February 2005
Nissan 2004 - 2005
DeVry University August 2002 - August 2004
Wal-Mart 2000 - 2001
Skills
Photo Editing, Excel, Access, Microsoft Office, Image Editing, Microsoft Excel, Payroll, Office Management, Employee Relations, Teamwork, Interviews, Invoicing, Customer Service, Human Resources, Microsoft Word, Insurance, Employee Benefits, Accounting, Budgets, Data Entry, Team Building, Administrative..., Research, Spreadsheets, Fax, Auditing, Editing, PowerPoint, Health Insurance, Training, Coaching, Team Leadership, Benefits Administration, 10 Key, Outlook, Office Administration, Public Speaking, Leadership, Time Management, Process Improvement, Filing, Event Planning, HIPAA, Quality Assurance, Analysis, Management
Education
DeVry University 2002 — 2005
BSBA, Business Administration, 3.75
West Camups Technical Center 1999 — 2000
High School Diploma, General Studies
Metropolitan West Asset Management December 2013 - Present
West Asset Management May 2010 - December 2013
CIGNA September 2008 - May 2010
LTRA February 2005 - September 2008
YMCA of Metropolitan Dallas March 2003 - February 2005
Nissan 2004 - 2005
DeVry University August 2002 - August 2004
Wal-Mart 2000 - 2001
Skills
Photo Editing, Excel, Access, Microsoft Office, Image Editing, Microsoft Excel, Payroll, Office Management, Employee Relations, Teamwork, Interviews, Invoicing, Customer Service, Human Resources, Microsoft Word, Insurance, Employee Benefits, Accounting, Budgets, Data Entry, Team Building, Administrative..., Research, Spreadsheets, Fax, Auditing, Editing, PowerPoint, Health Insurance, Training, Coaching, Team Leadership, Benefits Administration, 10 Key, Outlook, Office Administration, Public Speaking, Leadership, Time Management, Process Improvement, Filing, Event Planning, HIPAA, Quality Assurance, Analysis, Management
Education
DeVry University 2002 — 2005
BSBA, Business Administration, 3.75
West Camups Technical Center 1999 — 2000
High School Diploma, General Studies
Karen Handsfield, AICP, LEED AP's Metropolitan West Asset Management Experience 2005 - 2006
Job Community Planner at U.S. General Services Administration
Industry Public Policy
Experience
Urban Development Program, U.S General Services Administration July 2008 - Present
Office of the Federal Environmental Executive, Council On Environmental Quality February 2010 - October 2010
Metropolitan West Asset Management 2005 - 2006
Skills
Public Policy, Nonprofits, Policy Analysis, Politics, Program Evaluation, Data Analysis, Research, Economic Development, Policy, Public Speaking, Political Campaigns, Government, Community Outreach, Qualitative Research
Education
Georgetown University 2006 — 2008
M.P.P., Public Policy
Loyola Marymount University 1999 — 2003
Bachelor of Arts (B.A.), Fine and Studio Arts
Urban Development Program, U.S General Services Administration July 2008 - Present
Office of the Federal Environmental Executive, Council On Environmental Quality February 2010 - October 2010
Metropolitan West Asset Management 2005 - 2006
Skills
Public Policy, Nonprofits, Policy Analysis, Politics, Program Evaluation, Data Analysis, Research, Economic Development, Policy, Public Speaking, Political Campaigns, Government, Community Outreach, Qualitative Research
Education
Georgetown University 2006 — 2008
M.P.P., Public Policy
Loyola Marymount University 1999 — 2003
Bachelor of Arts (B.A.), Fine and Studio Arts
Vincent Bencivenga's Metropolitan West Asset Management Experience August 2009 - November 2011
Job Chief Compliance Officer, MetWest Funds at TCW / MetWest
Industry Investment Management
Experience
TCW Group, Inc. November 2011 - Present
Metropolitan West Asset Management August 2009 - November 2011
RegComply.Net July 2008 - August 2009
McMorgan & Company June 2004 - February 2008
PricewaterhouseCoopers LLP July 1997 - June 2001
Barclays Global Investors (BGI) April 1994 - October 1996
State Street Bank January 1987 - April 1994
Bankers Trust Company 1978 - 1985
Skills
Banking, Fixed Income, Broker-Dealer, Hedge Funds, Risk Management, Due Diligence, Mutual Funds, Alternative Investments, Investment Management, Management, Private Equity, Asset Managment, Financial Services, Portfolio Management, Securities, Equities, Bloomberg, Wealth Management, Asset Management, Securities Regulation
Education
Haverford College 1972 — 1974
BA, History
Columbia University in the City of New York 1968 — 1971
European history
TCW Group, Inc. November 2011 - Present
Metropolitan West Asset Management August 2009 - November 2011
RegComply.Net July 2008 - August 2009
McMorgan & Company June 2004 - February 2008
PricewaterhouseCoopers LLP July 1997 - June 2001
Barclays Global Investors (BGI) April 1994 - October 1996
State Street Bank January 1987 - April 1994
Bankers Trust Company 1978 - 1985
Skills
Banking, Fixed Income, Broker-Dealer, Hedge Funds, Risk Management, Due Diligence, Mutual Funds, Alternative Investments, Investment Management, Management, Private Equity, Asset Managment, Financial Services, Portfolio Management, Securities, Equities, Bloomberg, Wealth Management, Asset Management, Securities Regulation
Education
Haverford College 1972 — 1974
BA, History
Columbia University in the City of New York 1968 — 1971
European history
Ozo Jaculewicz, CFA's Metropolitan West Asset Management Experience July 2004 - July 2006
Job Associate Portfolio Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management August 2006 - Present
Wells Fargo Asset Management 2006 - Present
Metropolitan West Asset Management July 2004 - July 2006
Strong Capital Management March 1998 - June 2004
Skills
Alternative Investments, Asset Allocation, Asset Management, Investments, Mutual Funds, Portfolio Management
Education
Central Washington University 1990 — 1994
Bachelor of Science (B.S.), Economics
Wells Capital Management August 2006 - Present
Wells Fargo Asset Management 2006 - Present
Metropolitan West Asset Management July 2004 - July 2006
Strong Capital Management March 1998 - June 2004
Skills
Alternative Investments, Asset Allocation, Asset Management, Investments, Mutual Funds, Portfolio Management
Education
Central Washington University 1990 — 1994
Bachelor of Science (B.S.), Economics
Daniel Ludwig, CFA's Metropolitan West Asset Management Experience 2001 - 2005
Job Managing Director at Taiyo Pacific Partners
Industry Investment Management
Experience
Taiyo Pacific Partners 2012 - Present
Swan Capital Management 2011 - 2012
Mountain Pacific Group 2009 - 2010
Geode Capital Management 2005 - 2008
Metropolitan West Asset Management 2001 - 2005
PIMCO 1998 - 2001
Fidelity Investments 1995 - 1998
Credit Suisse First Boston 1992 - 1995
Skills
Fixed Income, Equities, Emerging Markets, Commodity, Portfolio Management, Mutual Funds, Investments, Asset Managment, Alternative Investments, Trading, Financial Analysis, Hedge Funds, Asset Allocation, New Business Development, Due Diligence
Education
Cornell University 1979 — 1981
BS, Electrical Engineering
Ithaca College 1976 — 1979
BA, Physics
Bryant University 1984 — 1986
Master of Business Administration (MBA)
Taiyo Pacific Partners 2012 - Present
Swan Capital Management 2011 - 2012
Mountain Pacific Group 2009 - 2010
Geode Capital Management 2005 - 2008
Metropolitan West Asset Management 2001 - 2005
PIMCO 1998 - 2001
Fidelity Investments 1995 - 1998
Credit Suisse First Boston 1992 - 1995
Skills
Fixed Income, Equities, Emerging Markets, Commodity, Portfolio Management, Mutual Funds, Investments, Asset Managment, Alternative Investments, Trading, Financial Analysis, Hedge Funds, Asset Allocation, New Business Development, Due Diligence
Education
Cornell University 1979 — 1981
BS, Electrical Engineering
Ithaca College 1976 — 1979
BA, Physics
Bryant University 1984 — 1986
Master of Business Administration (MBA)
Joanna Evans's Metropolitan West Asset Management Experience July 2007 - April 2009
Job Client Service Manager at Sequoia Consulting Group
Industry Insurance
Experience
Sequoia Consulting Group - www.Sequoia.com September 2015 - Present
AllianceBernstein September 2012 - June 2015
AllianceBernstein August 2010 - August 2012
AllianceBernstein June 2009 - July 2010
Metropolitan West Asset Management July 2007 - April 2009
Community Service Officers- UCPD June 2006 - June 2007
Signature Fruits, LLC June 2004 - September 2004
Skills
Equities, Asset Management, Outlook, Investments, Asset Managment, Hedge Funds, Alternative Investments, Team Leadership, Recruiting, Client Services, Project Management, Interviews
Education
University of California, Los Angeles 2014 — 2015
CFP Education Requirements
University of California, Los Angeles 2003 — 2007
B.A., Psychology, Spanish, Cum Laude
Sequoia Consulting Group - www.Sequoia.com September 2015 - Present
AllianceBernstein September 2012 - June 2015
AllianceBernstein August 2010 - August 2012
AllianceBernstein June 2009 - July 2010
Metropolitan West Asset Management July 2007 - April 2009
Community Service Officers- UCPD June 2006 - June 2007
Signature Fruits, LLC June 2004 - September 2004
Skills
Equities, Asset Management, Outlook, Investments, Asset Managment, Hedge Funds, Alternative Investments, Team Leadership, Recruiting, Client Services, Project Management, Interviews
Education
University of California, Los Angeles 2014 — 2015
CFP Education Requirements
University of California, Los Angeles 2003 — 2007
B.A., Psychology, Spanish, Cum Laude
Darryl Avery's Metropolitan West Asset Management Experience February 2001 - February 2002
Job Vice President at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors June 2002 - Present
Metropolitan West Asset Management February 2001 - February 2002
Payden & Rygel June 1990 - December 2000
Skills
Portfolio Management, Equities, Asset Managment, Investment Management, Fixed Income, Investments, Investment Strategies, Bloomberg, Investment Advisory, Securities, Capital Markets, Valuation, Financial Services, Middle Office, Separately Managed..., Mutual Funds
Education
Biola University 1986 — 1990
business
Dimensional Fund Advisors June 2002 - Present
Metropolitan West Asset Management February 2001 - February 2002
Payden & Rygel June 1990 - December 2000
Skills
Portfolio Management, Equities, Asset Managment, Investment Management, Fixed Income, Investments, Investment Strategies, Bloomberg, Investment Advisory, Securities, Capital Markets, Valuation, Financial Services, Middle Office, Separately Managed..., Mutual Funds
Education
Biola University 1986 — 1990
business
Cal Rivelle's Metropolitan West Asset Management Experience October 2000 - February 2010
Job Managing Director at Trust Company of the West
Industry Financial Services
Experience
Trust Company of the West (TCW) February 2010 - Present
Metropolitan West Asset Management October 2000 - February 2010
Education
American InterContinental University 2004 — 2005
MBA, Management
City University of New York-Hunter College 1975 — 1979
Bachelors, Sociology
Trust Company of the West (TCW) February 2010 - Present
Metropolitan West Asset Management October 2000 - February 2010
Education
American InterContinental University 2004 — 2005
MBA, Management
City University of New York-Hunter College 1975 — 1979
Bachelors, Sociology
Frank Bass's Metropolitan West Asset Management Experience September 2007 - November 2009
Job Regional Director at William Blair & Company
Industry Investment Management
Experience
William Blair & Company June 2014 - Present
Trust Company of the West January 2012 - June 2014
Trust Company of the West November 2009 - January 2012
Metropolitan West Asset Management September 2007 - November 2009
State Street August 2006 - September 2007
Education
Northwestern University
William Blair & Company June 2014 - Present
Trust Company of the West January 2012 - June 2014
Trust Company of the West November 2009 - January 2012
Metropolitan West Asset Management September 2007 - November 2009
State Street August 2006 - September 2007
Education
Northwestern University
Ron Senkandwa's Metropolitan West Asset Management Experience 1998 - 2003
Job Senior Investment Analyst at LACERA
Industry Investment Management
Experience
LACERA November 2012 - Present
Northrop Grumman Corporation August 2003 - November 2012
Metropolitan West Asset Management 1998 - 2003
Skills
Portfolio Management, Asset Allocation, Investments, Equities, Asset Managment, Manager Selection, Asset Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (MBA), Finance
University of California, Los Angeles 1991 — 1996
B/A, Economics
LACERA November 2012 - Present
Northrop Grumman Corporation August 2003 - November 2012
Metropolitan West Asset Management 1998 - 2003
Skills
Portfolio Management, Asset Allocation, Investments, Equities, Asset Managment, Manager Selection, Asset Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (MBA), Finance
University of California, Los Angeles 1991 — 1996
B/A, Economics
Eric Bartlett's Metropolitan West Asset Management Experience March 2002 - October 2002
Job Senior VP at Green Planet Ventures Inc.
Industry Financial Services
Experience
Green Planet Ventures January 2009 - Present
PIMCO July 2006 - June 2008
State Street August 2004 - June 2006
State Street March 2003 - July 2004
Metropolitan West Asset Management March 2002 - October 2002
State Street March 2001 - February 2002
Education
California State University-Long Beach - College of Business Administration 1998 — 2000
BS, Finance
Green Planet Ventures January 2009 - Present
PIMCO July 2006 - June 2008
State Street August 2004 - June 2006
State Street March 2003 - July 2004
Metropolitan West Asset Management March 2002 - October 2002
State Street March 2001 - February 2002
Education
California State University-Long Beach - College of Business Administration 1998 — 2000
BS, Finance
Alan Berkov, CFA's Metropolitan West Asset Management Experience April 2002 - August 2006
Job Vice President Consultant Relations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Metropolitan West Asset Management April 2002 - August 2006
Wilshire Associates June 1999 - March 2002
Asset Strategy Consulting October 1995 - June 1999
Canterbury Consulting June 1993 - September 1995
Collins Associates December 1991 - December 1992
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Business
Pomona College 1984 — 1988
BA, Political Science
Fidelity Investments August 2007 - Present
Metropolitan West Asset Management April 2002 - August 2006
Wilshire Associates June 1999 - March 2002
Asset Strategy Consulting October 1995 - June 1999
Canterbury Consulting June 1993 - September 1995
Collins Associates December 1991 - December 1992
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Business
Pomona College 1984 — 1988
BA, Political Science
David Doan's Metropolitan West Asset Management Experience 2005 - 2007
Job Investment Management Professional
Industry Investment Management
Experience
Trust Company of the West 2010 - Present
Metropolitan West Asset Management 2005 - 2007
Skills
Hedge Funds, Equities, Fixed Income, Analytics, Competitive Analysis, Private Equity, Alternative Investments, Financial Analysis, Valuation
Education
Columbia University - Columbia Business School 2008 — 2009
MBA, Finance and Economics
Trust Company of the West 2010 - Present
Metropolitan West Asset Management 2005 - 2007
Skills
Hedge Funds, Equities, Fixed Income, Analytics, Competitive Analysis, Private Equity, Alternative Investments, Financial Analysis, Valuation
Education
Columbia University - Columbia Business School 2008 — 2009
MBA, Finance and Economics
Amanda Haney Kreno's Metropolitan West Asset Management Experience January 2007 - June 2008
Job Senior Associate, Board Relations, Legal Affairs at The Pew Charitable Trusts
Industry Financial Services
Experience
The Pew Charitable Trusts June 2010 - Present
Nuveen Investments June 2008 - March 2010
Metropolitan West Asset Management January 2007 - June 2008
Bodies in Motion July 2005 - December 2006
Education
Murray State University 1996 — 2000
B.A., Movement/Theatre
Drexel University
The Pew Charitable Trusts June 2010 - Present
Nuveen Investments June 2008 - March 2010
Metropolitan West Asset Management January 2007 - June 2008
Bodies in Motion July 2005 - December 2006
Education
Murray State University 1996 — 2000
B.A., Movement/Theatre
Drexel University
Yassine Zahlane's Metropolitan West Asset Management Experience November 2007 - May 2008
Job Senior Client Service Associate at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services June 2012 - Present
Bel-Air Investment Advisors, LLC March 2011 - March 2012
OneWest Bank June 2008 - February 2011
Metropolitan West Asset Management November 2007 - May 2008
Education
California State University-Northridge
Bachelor's Degree, Finance
Pepperdine University
CFP Certification
Edelman Financial Services June 2012 - Present
Bel-Air Investment Advisors, LLC March 2011 - March 2012
OneWest Bank June 2008 - February 2011
Metropolitan West Asset Management November 2007 - May 2008
Education
California State University-Northridge
Bachelor's Degree, Finance
Pepperdine University
CFP Certification
Alex Moshkovich's Metropolitan West Asset Management Experience July 2007 - July 2008
Job Portfolio Analysis Review Specialist RNC Genter Capital Management
Industry Financial Services
Experience
RNC Genter Capital Management July 2013 - Present
Sole Proprietorship July 2008 - Present
RNC Genter Capital Management July 2012 - June 2013
Metropolitan West Asset Management July 2007 - July 2008
Cal State University, Northridge. January 2006 - May 2006
Skills
Portfolio Management, Fixed Income, Equities, Asset Managment, Bloomberg, Asset Allocation, Financial Reporting, Investments, Financial Analysis, Equity Research, Securities, Bloomberg Terminal, Fixed Income Analysis, Microsoft Excel, Economics, PowerPoint
Education
California State University-Northridge 2004 — 2007
Bachelor of Science, Finance with a Minor in Economics.
University of California, Los Angeles
RNC Genter Capital Management July 2013 - Present
Sole Proprietorship July 2008 - Present
RNC Genter Capital Management July 2012 - June 2013
Metropolitan West Asset Management July 2007 - July 2008
Cal State University, Northridge. January 2006 - May 2006
Skills
Portfolio Management, Fixed Income, Equities, Asset Managment, Bloomberg, Asset Allocation, Financial Reporting, Investments, Financial Analysis, Equity Research, Securities, Bloomberg Terminal, Fixed Income Analysis, Microsoft Excel, Economics, PowerPoint
Education
California State University-Northridge 2004 — 2007
Bachelor of Science, Finance with a Minor in Economics.
University of California, Los Angeles
Andrew Raucci's Metropolitan West Asset Management Experience 2003 - 2004
Job Portfolio Manager at Washington Trust Wealth Management
Industry Financial Services
Experience
The Washington Trust Company 2012 - Present
Office of the General Treasurer State of Rhode Island February 2011 - December 2012
Clearbrook Global Advisors, LLC October 2009 - February 2011
United States Marine Corps October 2004 - February 2009
Metropolitan West Asset Management 2003 - 2004
Metropolitan West Asset Management 2003 - 2004
Metropolitan West Asset Management 2003 - 2004
Metropolitan West Asset Management 2003 - 2004
Skills
Investments, Portfolio Management, Strategic Planning, Financial Analysis, Asset Management, Finance, Public Speaking, Securities, Financial Planning, Mutual Funds, Strategic Financial..., Asset Managment, Financial Services, Equities
Education
University of Rhode Island - College of Business Administration 2008 — 2009
MBA, Business
Pepperdine University 2000 — 2004
BS, Business Administration
hendricken
hendricken
hendricken
The Washington Trust Company 2012 - Present
Office of the General Treasurer State of Rhode Island February 2011 - December 2012
Clearbrook Global Advisors, LLC October 2009 - February 2011
United States Marine Corps October 2004 - February 2009
Metropolitan West Asset Management 2003 - 2004
Metropolitan West Asset Management 2003 - 2004
Metropolitan West Asset Management 2003 - 2004
Metropolitan West Asset Management 2003 - 2004
Skills
Investments, Portfolio Management, Strategic Planning, Financial Analysis, Asset Management, Finance, Public Speaking, Securities, Financial Planning, Mutual Funds, Strategic Financial..., Asset Managment, Financial Services, Equities
Education
University of Rhode Island - College of Business Administration 2008 — 2009
MBA, Business
Pepperdine University 2000 — 2004
BS, Business Administration
hendricken
hendricken
hendricken
Nary Po's Metropolitan West Asset Management Experience January 2006 - September 2006
Job Experienced Financial Analyst, Accounting Coordinator, and Fund Accountant
Industry Financial Services
Experience
Penn Mutual February 2013 - September 2013
Vanguard June 2012 - November 2012
NRAI Corporate Services, Inc. September 2006 - December 2011
Metropolitan West Asset Management January 2006 - September 2006
Putnam Investments July 2003 - November 2005
Skills
Finance, Accounting, Budgets, Financial Analysis, Forecasting, Microsoft Excel, Account Reconciliation, Variance Analysis, Accruals, Financial Reporting, QuickBooks, Microsoft Office, Accounts Payable, Accounts Receivable, PowerPoint, Analysis, Customer Service, Internal Controls, Financial Modeling, Risk Management, Strategic Planning, Business Strategy, Business Analysis, Business Development, Word, Outlook, Microsoft Word
Education
University of Massachusetts at Lowell 1998 — 2003
Bachelor of Science in Business Adminstration, Finance and Management
Penn Mutual February 2013 - September 2013
Vanguard June 2012 - November 2012
NRAI Corporate Services, Inc. September 2006 - December 2011
Metropolitan West Asset Management January 2006 - September 2006
Putnam Investments July 2003 - November 2005
Skills
Finance, Accounting, Budgets, Financial Analysis, Forecasting, Microsoft Excel, Account Reconciliation, Variance Analysis, Accruals, Financial Reporting, QuickBooks, Microsoft Office, Accounts Payable, Accounts Receivable, PowerPoint, Analysis, Customer Service, Internal Controls, Financial Modeling, Risk Management, Strategic Planning, Business Strategy, Business Analysis, Business Development, Word, Outlook, Microsoft Word
Education
University of Massachusetts at Lowell 1998 — 2003
Bachelor of Science in Business Adminstration, Finance and Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY