Metropolitan West Securities
Industry: Company
DescriptionFounded: 1992 Parent organizations: Wells Fargo, Wachovia
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Metropolitan West Securities Employees
Employee
Years
Job
Industry
Edward Curiel Edward Curiel's Metropolitan West Securities Experience April 1992 - April 2007
Job Chief Executive Officer at DLX Financial Group, LLC
Industry Financial Services
Experience
DLX Financial Group, LLC February 2012 - Present
Metropolitan West Securities April 1992 - April 2007
TSG Securities May 1990 - May 1992
Drexel Burnham Lambert October 1984 - February 1990
Skills
Strategic Financial..., Wealth Management, Equities, Portfolio Management, Mutual Funds, Financial Analysis, Hedge Funds, Broker Dealer, Institutional...
Education
Harvard University 1980 — 1984
Bachelor of Arts (B.A.), Economics
The Hotckiss School 1979 — 1980
Post Graduate
Thomas Jefferson High School 1975 — 1979
High School
DLX Financial Group, LLC February 2012 - Present
Metropolitan West Securities April 1992 - April 2007
TSG Securities May 1990 - May 1992
Drexel Burnham Lambert October 1984 - February 1990
Skills
Strategic Financial..., Wealth Management, Equities, Portfolio Management, Mutual Funds, Financial Analysis, Hedge Funds, Broker Dealer, Institutional...
Education
Harvard University 1980 — 1984
Bachelor of Arts (B.A.), Economics
The Hotckiss School 1979 — 1980
Post Graduate
Thomas Jefferson High School 1975 — 1979
High School
Axel Hester Axel Hester's Metropolitan West Securities Experience October 1999 - August 2007
Job Executive Vice President Finance and Investment Management at Natural Systems Utilities, LLC
Industry Investment Management
Experience
Natural Systems Utilities, LLC January 2012 - Present
VC Backed Renewable Services Company June 2010 - December 2011
Emerging Broker Dealer January 2010 - December 2011
Fulcrum Strategy, LLC September 2007 - September 2009
Metropolitan West Securities October 1999 - August 2007
Merrill Lynch June 1996 - September 1999
Skills
Business Strategy, Mergers, Strategic Planning, Finance, Investment Management, Organizational Design, Mergers & Acquisitions, Strategy, Valuation Modeling, Project Finance, Deal Structures, Equities, Leadership, Hedge Funds, Executive Management, Cross-functional Team..., Corporate Development, Financial Modeling, Capital Markets, Investment Banking, Investments, Portfolio Management
Education
Columbia University - Columbia Business School 2006 — 2007
MBA
Vanderbilt University 1991 — 1995
B.S., Engineering
Natural Systems Utilities, LLC January 2012 - Present
VC Backed Renewable Services Company June 2010 - December 2011
Emerging Broker Dealer January 2010 - December 2011
Fulcrum Strategy, LLC September 2007 - September 2009
Metropolitan West Securities October 1999 - August 2007
Merrill Lynch June 1996 - September 1999
Skills
Business Strategy, Mergers, Strategic Planning, Finance, Investment Management, Organizational Design, Mergers & Acquisitions, Strategy, Valuation Modeling, Project Finance, Deal Structures, Equities, Leadership, Hedge Funds, Executive Management, Cross-functional Team..., Corporate Development, Financial Modeling, Capital Markets, Investment Banking, Investments, Portfolio Management
Education
Columbia University - Columbia Business School 2006 — 2007
MBA
Vanderbilt University 1991 — 1995
B.S., Engineering
Amy Aird Amy Aird's Metropolitan West Securities Experience 2001 - 2004
Job Leasing Coordinator, National Accounts at Westfield
Industry Real Estate
Experience
Westfield September 2010 - Present
Westfield August 2010 - Present
PwC March 2008 - November 2009
Real Estate Media 2004 - 2006
Metropolitan West Securities 2001 - 2004
Skills
Administrative..., Office Management, Travel Arrangements, Outlook, File Management, Real Estate, Microsoft Excel, Customer Service, Event Planning, Property Management, PowerPoint, Microsoft Office, Microsoft Word, Data Entry, PeopleSoft, Budgets, QuickBooks, Office Administration, Spreadsheets, Accounts Payable
Education
The Chicago School of Professional Psychology at Los Angeles 2014 — 2016
Master's degree, Industrial and Organizational Psychology
University of Phoenix 2009 — 2014
BS, Psychology
Westfield September 2010 - Present
Westfield August 2010 - Present
PwC March 2008 - November 2009
Real Estate Media 2004 - 2006
Metropolitan West Securities 2001 - 2004
Skills
Administrative..., Office Management, Travel Arrangements, Outlook, File Management, Real Estate, Microsoft Excel, Customer Service, Event Planning, Property Management, PowerPoint, Microsoft Office, Microsoft Word, Data Entry, PeopleSoft, Budgets, QuickBooks, Office Administration, Spreadsheets, Accounts Payable
Education
The Chicago School of Professional Psychology at Los Angeles 2014 — 2016
Master's degree, Industrial and Organizational Psychology
University of Phoenix 2009 — 2014
BS, Psychology
Brad Hablutzel, MBA, CFS's Metropolitan West Securities Experience October 2000 - February 2003
Job Financial Planner
Industry Financial Services
Experience
Financial Planning & Services Company June 2013 - Present
Jackson National Life Distributors LLC May 2007 - February 2013
Southland Corporation May 2003 - December 2006
Metropolitan West Securities October 2000 - February 2003
Merrill Lynch May 1999 - January 2000
Southwestern Company April 1997 - August 1998
Consumer Credit Counseling Service of Fort Collins 1996 - 1997
Skills
Mutual Funds, Fixed Annuities, Retirement, Investments, Alternative Investments, Investment Advisory, Wealth Management, 401k, Series 63, Series 6, Life Insurance, Securities, Variable Annuities, Asset Allocation, Estate Planning, Portfolio Management, Asset Management, Insurance, Retirement Planning, IRAs, Series 7, portfolio risk..., Separately Managed..., Series 65, ETFs, Indexing, Equity Indexed Annuities, Tax Mitigation, Holistic Financial..., Fiduciary
Education
Colorado State University 1995 — 2000
BSBA & MBA, General Business & Marketing
Financial Planning & Services Company June 2013 - Present
Jackson National Life Distributors LLC May 2007 - February 2013
Southland Corporation May 2003 - December 2006
Metropolitan West Securities October 2000 - February 2003
Merrill Lynch May 1999 - January 2000
Southwestern Company April 1997 - August 1998
Consumer Credit Counseling Service of Fort Collins 1996 - 1997
Skills
Mutual Funds, Fixed Annuities, Retirement, Investments, Alternative Investments, Investment Advisory, Wealth Management, 401k, Series 63, Series 6, Life Insurance, Securities, Variable Annuities, Asset Allocation, Estate Planning, Portfolio Management, Asset Management, Insurance, Retirement Planning, IRAs, Series 7, portfolio risk..., Separately Managed..., Series 65, ETFs, Indexing, Equity Indexed Annuities, Tax Mitigation, Holistic Financial..., Fiduciary
Education
Colorado State University 1995 — 2000
BSBA & MBA, General Business & Marketing
Frank Ambrosi's Metropolitan West Securities Experience October 1999 - December 2003
Job Director of Trading Scotia Capital Global Agent Lending
Industry Financial Services
Experience
Scotia Capital October 2009 - Present
Wachovia Global Securities Lending January 2004 - October 2009
Metropolitan West Securities October 1999 - December 2003
Merrill Lynch July 1997 - October 1999
Fischer Francis Trees & Watts, LLP February 1995 - September 1996
Kidder Peabody June 1991 - February 1995
Education
Fordham Gabelli School of Business 1992 — 1997
MBA, Finance/Marketing
Fordham University 1987 — 1991
BS, Finance
Xaverian High School 1983 — 1987
Immaculate Heart of Mary
Scotia Capital October 2009 - Present
Wachovia Global Securities Lending January 2004 - October 2009
Metropolitan West Securities October 1999 - December 2003
Merrill Lynch July 1997 - October 1999
Fischer Francis Trees & Watts, LLP February 1995 - September 1996
Kidder Peabody June 1991 - February 1995
Education
Fordham Gabelli School of Business 1992 — 1997
MBA, Finance/Marketing
Fordham University 1987 — 1991
BS, Finance
Xaverian High School 1983 — 1987
Immaculate Heart of Mary
Craig Carlson's Metropolitan West Securities Experience 1997 - 2002
Job CFO at Dorchester Capital Advisors
Industry Financial Services
Experience
Dorchester Capital Advisors February 2004 - Present
Metropolitan West Securities 1997 - 2002
Deloitte 1994 - 1997
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, SEC filings, Asset Management, Investments, Due Diligence, Valuation, Private Equity, Equities
Education
Miami University
Dorchester Capital Advisors February 2004 - Present
Metropolitan West Securities 1997 - 2002
Deloitte 1994 - 1997
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, SEC filings, Asset Management, Investments, Due Diligence, Valuation, Private Equity, Equities
Education
Miami University
Chris Surprenant, CPA's Metropolitan West Securities Experience 1997 - 2002
Job Consultant at Resources Global Professionals
Industry Accounting
Experience
Resources Global Professionals March 2004 - Present
NYK Logistics March 2003 - March 2004
Metropolitan West Securities 1997 - 2002
Education
California State University-Northridge 1991 — 1994
MBA
Resources Global Professionals March 2004 - Present
NYK Logistics March 2003 - March 2004
Metropolitan West Securities 1997 - 2002
Education
California State University-Northridge 1991 — 1994
MBA
Ou Richard Te's Metropolitan West Securities Experience December 2001 - September 2003
Job Business Manager at Disney ABC Television Group
Industry Entertainment
Experience
Disney ABC Television Group December 2006 - Present
Metropolitan West Securities December 2001 - September 2003
Deloitte & Touche September 2000 - October 2001
Skills
Budgets, Forecasting, Financial Reporting, Management, Strategic Planning, Accounting, Financial Analysis, Microsoft Excel, Customer Service, Financial Modeling, Analysis, Marketing, Social Media
Education
Chapman University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Loyola Marymount University 1996 — 2000
Bachelor's of Science, Accounting
Loyola Marymount University 1996 — 2000
Bachelor of Business Administration (BBA), Finance and Information Systems
Disney ABC Television Group December 2006 - Present
Metropolitan West Securities December 2001 - September 2003
Deloitte & Touche September 2000 - October 2001
Skills
Budgets, Forecasting, Financial Reporting, Management, Strategic Planning, Accounting, Financial Analysis, Microsoft Excel, Customer Service, Financial Modeling, Analysis, Marketing, Social Media
Education
Chapman University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Loyola Marymount University 1996 — 2000
Bachelor's of Science, Accounting
Loyola Marymount University 1996 — 2000
Bachelor of Business Administration (BBA), Finance and Information Systems
Gladys Wong's Metropolitan West Securities Experience January 2000 - October 2003
Job Assistant Vice President at Federal Home Loan Bank of San Francisco
Industry Financial Services
Experience
Federal Home Loan Bank of San Francisco November 2009 - Present
OneWest Bank July 2007 - November 2009
Indymac Bank July 2005 - July 2007
Indymac Bank November 2003 - June 2005
Metropolitan West Securities January 2000 - October 2003
Skills
Credit, Portfolio Management, Loans, Business Analysis, SDLC, Financial Modeling, Risk Management, Valuation, Banking, Credit Risk, Financial Risk, Finance, Fixed Income, Derivatives, Bloomberg, Analytics
Education
Sacred Heart Canossian College
St. Peter's Secondary School
University of California, Los Angeles
B.A, Economic Business
University of California, Los Angeles
BA degree, Economics
Federal Home Loan Bank of San Francisco November 2009 - Present
OneWest Bank July 2007 - November 2009
Indymac Bank July 2005 - July 2007
Indymac Bank November 2003 - June 2005
Metropolitan West Securities January 2000 - October 2003
Skills
Credit, Portfolio Management, Loans, Business Analysis, SDLC, Financial Modeling, Risk Management, Valuation, Banking, Credit Risk, Financial Risk, Finance, Fixed Income, Derivatives, Bloomberg, Analytics
Education
Sacred Heart Canossian College
St. Peter's Secondary School
University of California, Los Angeles
B.A, Economic Business
University of California, Los Angeles
BA degree, Economics
Tamie Wang Cabrera's Metropolitan West Securities Experience 1997 - 1998
Job Accountant Bookkeeping & Income Tax Services
Industry Information Technology and Services
Experience
EMA Consulting, Inc. 2005 - Present
TaxAnxiety, Inc. 2009 - 2011
Elida International January 1998 - December 2005
Metropolitan West Securities 1997 - 1998
Skills
QuickBooks, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Payroll, Tax, Financial Reporting, Bookkeeping, Financial Statements, Finance, Income Tax, Tax Returns, Internal Audit, Budgets, Tax Preparation, Management Accounting, Expenses, Preparation
Education
California State University-Fullerton
BA, Business Administration - Accounting
EMA Consulting, Inc. 2005 - Present
TaxAnxiety, Inc. 2009 - 2011
Elida International January 1998 - December 2005
Metropolitan West Securities 1997 - 1998
Skills
QuickBooks, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Payroll, Tax, Financial Reporting, Bookkeeping, Financial Statements, Finance, Income Tax, Tax Returns, Internal Audit, Budgets, Tax Preparation, Management Accounting, Expenses, Preparation
Education
California State University-Fullerton
BA, Business Administration - Accounting
Myron Hammond's Metropolitan West Securities Experience January 1997 - December 2003
Job Director at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities March 2011 - Present
Concord Music Group March 2007 - July 2010
Budget Finance Company January 2004 - April 2006
Metropolitan West Securities January 1997 - December 2003
Skills
C#, SQL Server 2000-2008, .NET
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
MBA
Wedbush Securities March 2011 - Present
Concord Music Group March 2007 - July 2010
Budget Finance Company January 2004 - April 2006
Metropolitan West Securities January 1997 - December 2003
Skills
C#, SQL Server 2000-2008, .NET
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
MBA
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY