NFJ Investment Group
Industry: Company
DescriptionHeadquarters: Dallas, TX Founded: 1989
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NFJ Investment Group Employees
Employee
Years
Job
Industry
Christina Edland Christina Edland's NFJ Investment Group Experience May 2009 - April 2012
Job Financial Analyst at First Preston HT
Industry Investment Management
Experience
First Preston HT September 2012 - Present
Vision Research, LLC September 2012 - September 2012
NFJ Investment Group May 2009 - April 2012
Esposito Securities, LLC July 2008 - March 2009
Robertson, Griege & Thoele April 2007 - May 2008
Brazos Land Development August 2006 - February 2007
Smith Group Assest Management May 2006 - August 2006
Skills
Investments, Series 7, Trading, Portfolio Management, Alternative Investments, Equities, Wealth Management, Asset Managment, Financial Analysis, Strategic Financial..., Equity Research, Mutual Funds, Investment Management, Finance, Securities, Bloomberg, Asset Allocation, Analysis, Asset Management, Financial Planning
Education
Southern Methodist University 2002 — 2007
BSFA, Economics with Financial Applications
Newman Smith High School 1999 — 2002
General, Honors & Advanced Placement Courses
First Preston HT September 2012 - Present
Vision Research, LLC September 2012 - September 2012
NFJ Investment Group May 2009 - April 2012
Esposito Securities, LLC July 2008 - March 2009
Robertson, Griege & Thoele April 2007 - May 2008
Brazos Land Development August 2006 - February 2007
Smith Group Assest Management May 2006 - August 2006
Skills
Investments, Series 7, Trading, Portfolio Management, Alternative Investments, Equities, Wealth Management, Asset Managment, Financial Analysis, Strategic Financial..., Equity Research, Mutual Funds, Investment Management, Finance, Securities, Bloomberg, Asset Allocation, Analysis, Asset Management, Financial Planning
Education
Southern Methodist University 2002 — 2007
BSFA, Economics with Financial Applications
Newman Smith High School 1999 — 2002
General, Honors & Advanced Placement Courses
Nora Gay Nora Gay's NFJ Investment Group Experience August 2007 - September 2009
Job Equity Sales Trading and Client ServicesRetired
Industry Financial Services
Experience
Equity Sales Trading and Client Services, Retired January 2013 - January 2014
Baldwin-Anthony Securities, Inc September 2011 - January 2013
NFJ Investment Group August 2007 - September 2009
SGC March 2005 - July 2007
Bank of America Securities March 2002 - March 2005
Citigroup/Smith Barney 1983 - September 2001
Skills
Equities, Trading, Capital Markets, Asset Managment, Alternative Investments, Investor Relations, Financial Modeling, Series 7, Mergers & Acquisitions, Investment Management, Asset Management, Bloomberg, Due Diligence, Hedge Funds
Education
The University of Texas at Dallas
BA, Government and Politics
Equity Sales Trading and Client Services, Retired January 2013 - January 2014
Baldwin-Anthony Securities, Inc September 2011 - January 2013
NFJ Investment Group August 2007 - September 2009
SGC March 2005 - July 2007
Bank of America Securities March 2002 - March 2005
Citigroup/Smith Barney 1983 - September 2001
Skills
Equities, Trading, Capital Markets, Asset Managment, Alternative Investments, Investor Relations, Financial Modeling, Series 7, Mergers & Acquisitions, Investment Management, Asset Management, Bloomberg, Due Diligence, Hedge Funds
Education
The University of Texas at Dallas
BA, Government and Politics
Lisa McCormick Lisa McCormick's NFJ Investment Group Experience January 2009 - June 2011
Job Assistant Vice President, HR Business Partner at Allianz Global Investors
Industry Investment Management
Experience
NFJ Investment Group a Company of Allianz Global Investors January 2012 - Present
NFJ Investment Group a Company of Allianz Global Investors January 2011 - January 2012
NFJ Investment Group January 2009 - June 2011
NFJ Investment Group May 2007 - January 2009
LIFE Charter School 2006 - 2007
Master's Commission of Dallas 1999 - 2006
Skills
Asset Management, Equities, Strategic Planning, Portfolio Management, Process Improvement, Program Management, Investments, Business Analysis, Organizational..., Microsoft Excel, recruitin, Recruiting, Leadership, Situational Leadership, Counseling Psychology, Team Building, Teamwork, Personal Development, Friendly Personality, Outlook, Human Resources, Talent Acquisition, Onboarding, Employee Relations, Employee Wellness, Applicant Tracking..., Deferred Compensation, HRIS, Personnel Management, Bloomberg
Education
Southwestern Assemblies of God University 1998 — 2002
Associate's degree, Counseling Psychology
NFJ Investment Group a Company of Allianz Global Investors January 2012 - Present
NFJ Investment Group a Company of Allianz Global Investors January 2011 - January 2012
NFJ Investment Group January 2009 - June 2011
NFJ Investment Group May 2007 - January 2009
LIFE Charter School 2006 - 2007
Master's Commission of Dallas 1999 - 2006
Skills
Asset Management, Equities, Strategic Planning, Portfolio Management, Process Improvement, Program Management, Investments, Business Analysis, Organizational..., Microsoft Excel, recruitin, Recruiting, Leadership, Situational Leadership, Counseling Psychology, Team Building, Teamwork, Personal Development, Friendly Personality, Outlook, Human Resources, Talent Acquisition, Onboarding, Employee Relations, Employee Wellness, Applicant Tracking..., Deferred Compensation, HRIS, Personnel Management, Bloomberg
Education
Southwestern Assemblies of God University 1998 — 2002
Associate's degree, Counseling Psychology
Olivia Moretto Olivia Moretto's NFJ Investment Group Experience August 2009 - December 2009
Job Manager, New Business at Publicis Hawkeye
Industry Marketing and Advertising
Experience
Publicis Hawkeye September 2014 - Present
Capstone Partners, LP October 2012 - September 2014
Lantern Asset Management October 2011 - October 2012
Wells Fargo Advisors May 2010 - August 2010
NFJ Investment Group August 2009 - December 2009
MetLife Financial Group of Texas June 2009 - August 2009
BBS Capital Mangement May 2008 - August 2008
Skills
Marketing, Social Media, Business Development, Marketing Strategy, Market Research, Marketing Communications, Project Management, Brand Management, Brand Loyalty, Event Management, PowerPoint, Microsoft Office, Event Planning, Events, Corporate Events, Live Events, Coordinating Events, Event Producing, Experiential Events, Long-term Customer..., Manage Client..., Impressions with a..., communications, Corporate Communications, Internal Communications, Public Relations, Presentations, Video Production, Copywriting, Analysis, Visio, Management, Strategic Planning
Education
Southern Methodist University - Cox School of Business 2010 — 2011
Masters, Accounting
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelor of Business Administration, Finance
Plano Senior High school
Publicis Hawkeye September 2014 - Present
Capstone Partners, LP October 2012 - September 2014
Lantern Asset Management October 2011 - October 2012
Wells Fargo Advisors May 2010 - August 2010
NFJ Investment Group August 2009 - December 2009
MetLife Financial Group of Texas June 2009 - August 2009
BBS Capital Mangement May 2008 - August 2008
Skills
Marketing, Social Media, Business Development, Marketing Strategy, Market Research, Marketing Communications, Project Management, Brand Management, Brand Loyalty, Event Management, PowerPoint, Microsoft Office, Event Planning, Events, Corporate Events, Live Events, Coordinating Events, Event Producing, Experiential Events, Long-term Customer..., Manage Client..., Impressions with a..., communications, Corporate Communications, Internal Communications, Public Relations, Presentations, Video Production, Copywriting, Analysis, Visio, Management, Strategic Planning
Education
Southern Methodist University - Cox School of Business 2010 — 2011
Masters, Accounting
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelor of Business Administration, Finance
Plano Senior High school
Brandi Tapp's NFJ Investment Group Experience March 2008 - December 2011
Job Associate Vice President, Institutional Sales & Client Service at Westwood Holdings Group
Industry Investment Management
Experience
Westwood Holdings Group December 2011 - Present
NFJ Investment Group March 2008 - December 2011
Bernstein Global Wealth Management February 1996 - March 2008
Skills
Equities, Investments, Alternative Investments, Asset Managment, Series 7, Mutual Funds, Asset Management, Investment Management
Education
Texas Tech University 1989 — 1993
BBA, Finance
Westwood Holdings Group December 2011 - Present
NFJ Investment Group March 2008 - December 2011
Bernstein Global Wealth Management February 1996 - March 2008
Skills
Equities, Investments, Alternative Investments, Asset Managment, Series 7, Mutual Funds, Asset Management, Investment Management
Education
Texas Tech University 1989 — 1993
BBA, Finance
John Mowrey, CFA John Mowrey, CFA's NFJ Investment Group Experience October 2006 - Present
Job Portfolio Manager at NFJ Investment Group
Industry Investment Management
Experience
NFJ Investment Group October 2006 - Present
NFJ Investment Group June 2010 - January 2013
NFJ Investment Group January 2009 - June 2010
NFJ Investment Group October 2006 - December 2009
Skills
Accounting, Asset Management, Equities, Running, Microsoft Excel, Valuation, Corporate Finance, Capital Markets, Public Speaking, Financial Analysis, Portfolio Management, Bloomberg Terminal
Education
Southern Methodist University - Cox School of Business 2008 — 2010
Master of Business Administration (MBA)
Rhodes College 2002 — 2006
Bachelor of Arts (B.A.)
NFJ Investment Group October 2006 - Present
NFJ Investment Group June 2010 - January 2013
NFJ Investment Group January 2009 - June 2010
NFJ Investment Group October 2006 - December 2009
Skills
Accounting, Asset Management, Equities, Running, Microsoft Excel, Valuation, Corporate Finance, Capital Markets, Public Speaking, Financial Analysis, Portfolio Management, Bloomberg Terminal
Education
Southern Methodist University - Cox School of Business 2008 — 2010
Master of Business Administration (MBA)
Rhodes College 2002 — 2006
Bachelor of Arts (B.A.)
Anthony Cox II Anthony Cox II's NFJ Investment Group Experience February 2013 - Present
Job Equity Trading Assistant at NFJ Investment Group
Industry Investment Management
Experience
NFJ Investment Group February 2013 - Present
Expeditors October 2011 - February 2013
1st Service Solutions, Inc. January 2011 - August 2011
Nike June 2010 - January 2011
Flower Mound High School Basketball Camp June 2006 - June 2010
Southwestern Intramural and Recreational Activities (SIRA) August 2007 - April 2010
Education
Southwestern University 2006 — 2010
Bachelor, Business
NFJ Investment Group February 2013 - Present
Expeditors October 2011 - February 2013
1st Service Solutions, Inc. January 2011 - August 2011
Nike June 2010 - January 2011
Flower Mound High School Basketball Camp June 2006 - June 2010
Southwestern Intramural and Recreational Activities (SIRA) August 2007 - April 2010
Education
Southwestern University 2006 — 2010
Bachelor, Business
Jonathon Miller, CFA's NFJ Investment Group Experience July 2009 - July 2011
Job Private Equity at Luther King Capital Management
Industry Financial Services
Experience
LKCM Headwater Investments August 2013 - Present
Renovo Capital (RealtyTrac) April 2012 - August 2013
Bulle Rock Capital July 2011 - February 2012
NFJ Investment Group July 2009 - July 2011
MKP Capital May 2008 - August 2008
Cantillon Capital Management LLC March 2008 - May 2008
Emerging Memory Technologies March 2006 - August 2007
Texas Instruments January 2004 - March 2006
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
The University of Texas at Austin 2000 — 2003
Bachelor of Science, Electrical Engineering
LKCM Headwater Investments August 2013 - Present
Renovo Capital (RealtyTrac) April 2012 - August 2013
Bulle Rock Capital July 2011 - February 2012
NFJ Investment Group July 2009 - July 2011
MKP Capital May 2008 - August 2008
Cantillon Capital Management LLC March 2008 - May 2008
Emerging Memory Technologies March 2006 - August 2007
Texas Instruments January 2004 - March 2006
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
The University of Texas at Austin 2000 — 2003
Bachelor of Science, Electrical Engineering
Baxter Hines's NFJ Investment Group Experience January 2010 - Present
Job Portfolio Manager at NFJ Investment Group
Industry Investment Management
Experience
NFJ Investment Group January 2010 - Present
NFJ Investment Group April 2008 - March 2010
Teacher Retirement System of Texas May 2007 - August 2007
Reuters April 2003 - August 2006
Skills
Investments, Accounting, Economics
Education
The University of Texas at Austin 2006 — 2008
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
MBA, Finance
University of Virginia 1998 — 2001
BA, Economics
St.Christopher's 1985 — 1998
NFJ Investment Group January 2010 - Present
NFJ Investment Group April 2008 - March 2010
Teacher Retirement System of Texas May 2007 - August 2007
Reuters April 2003 - August 2006
Skills
Investments, Accounting, Economics
Education
The University of Texas at Austin 2006 — 2008
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
MBA, Finance
University of Virginia 1998 — 2001
BA, Economics
St.Christopher's 1985 — 1998
Kathy Rosales's NFJ Investment Group Experience 2006 - 2009
Job Senior Institutional Equity Trader
Industry Investment Management
Experience
NFJ Investment Group 2006 - 2009
Capital Institutional Services 1984 - 2003
Education
The University of Texas at Austin
NFJ Investment Group 2006 - 2009
Capital Institutional Services 1984 - 2003
Education
The University of Texas at Austin
Brian Stenson's NFJ Investment Group Experience August 2003 - June 2006
Job Trade Support Analyst at UBS Global Asset Management
Industry Investment Management
Experience
Daily Access Corporation August 2015 - Present
UBS Global Asset Management August 2010 - July 2015
Northern Trust December 2009 - August 2010
Legent Clearing October 2008 - December 2009
UBS Global Asset Management December 2007 - October 2008
Jefferies & Company June 2006 - November 2007
NFJ Investment Group August 2003 - June 2006
Fimat July 2002 - August 2003
Jefferies & Company August 1999 - June 2002
Jefferies & Company February 1995 - August 1999
Skills
Investment Management, Equities, Bloomberg, Asset Management, Mutual Funds, Investments, Bonds, Asset Allocation, Capital Markets, Options, Derivatives, Securities, Trading, Middle Office, Investment Strategies, Trading Systems
Education
Morianne Valley CC 1990 — 1991
Eastern Illinois University 1989 — 1990
Daily Access Corporation August 2015 - Present
UBS Global Asset Management August 2010 - July 2015
Northern Trust December 2009 - August 2010
Legent Clearing October 2008 - December 2009
UBS Global Asset Management December 2007 - October 2008
Jefferies & Company June 2006 - November 2007
NFJ Investment Group August 2003 - June 2006
Fimat July 2002 - August 2003
Jefferies & Company August 1999 - June 2002
Jefferies & Company February 1995 - August 1999
Skills
Investment Management, Equities, Bloomberg, Asset Management, Mutual Funds, Investments, Bonds, Asset Allocation, Capital Markets, Options, Derivatives, Securities, Trading, Middle Office, Investment Strategies, Trading Systems
Education
Morianne Valley CC 1990 — 1991
Eastern Illinois University 1989 — 1990
Cliff Hoover's NFJ Investment Group Experience January 1997 - November 2006
Job
Industry Financial Services
Experience
Dreman Value Management, LLC December 2006 - September 2015
NFJ Investment Group January 1997 - November 2006
Skills
Portfolio Management, Financial Analysis, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Public Speaking
Education
Texas Tech University 1979 — 1985
Master’s Degree, Finance and Financial Management Services
Dreman Value Management, LLC December 2006 - September 2015
NFJ Investment Group January 1997 - November 2006
Skills
Portfolio Management, Financial Analysis, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Public Speaking
Education
Texas Tech University 1979 — 1985
Master’s Degree, Finance and Financial Management Services
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