Nicholas Applegate
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Nicholas Applegate Employees
Employee
Years
Job
Industry
Tony Ledergerber Tony Ledergerber's Nicholas Applegate Experience June 1995 - July 1999
Job Bridgeway Capital Management, Inc.
Industry Investment Management
Experience
Bridgeway Capital Management, Inc. May 2006 - Present
Bond Fund Resources Mgmt, LP January 2004 - May 2006
Wells Capital Management, Inc. January 2003 - December 2003
WestAM July 1999 - December 2002
Nicholas-Applegate June 1995 - July 1999
Criterion Investment Management September 1989 - June 1995
Education
Texas Christian University 1984 — 1988
Bridgeway Capital Management, Inc. May 2006 - Present
Bond Fund Resources Mgmt, LP January 2004 - May 2006
Wells Capital Management, Inc. January 2003 - December 2003
WestAM July 1999 - December 2002
Nicholas-Applegate June 1995 - July 1999
Criterion Investment Management September 1989 - June 1995
Education
Texas Christian University 1984 — 1988
Ira Cox Ira Cox's Nicholas Applegate Experience June 1997 - January 2001
Job Vice President, Regional Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management August 2014 - Present
Allianz Global Investors/PIMCO January 2001 - August 2014
Nicholas Applegate June 1997 - January 2001
Alex. Brown & Sons 1993 - 1997
Skills
Investments, Strategy, Securities, Equities, Fixed Income, Risk Management, Finance, Retirement Planning, Leadership, Management, Financial Advisory, Due Diligence, Program Management, 401k, Series 6, Series 7, Asset Management, Asset Allocation, Series 65, Asset Managment, Alternative Investments, Sales Management, Series 63, Portfolio Management, Series 24
Education
Queens University of Charlotte
Master of Business Administration (M.B.A.), Accounting and Finance
Towson University
Bachelors of Science, Business Administration / Finance Concentration
University of Pennsylvania - The Wharton School 2003 — 2004
Certified Investment Management Analyst, Finance, CIMA Designation
University of Pennsylvania - The Wharton School 2007 — 2008
Certified Private Wealth Advisor CPWA (R), Estate Planning and Taxation, CPWA Designation
Morgan Stanley Investment Management August 2014 - Present
Allianz Global Investors/PIMCO January 2001 - August 2014
Nicholas Applegate June 1997 - January 2001
Alex. Brown & Sons 1993 - 1997
Skills
Investments, Strategy, Securities, Equities, Fixed Income, Risk Management, Finance, Retirement Planning, Leadership, Management, Financial Advisory, Due Diligence, Program Management, 401k, Series 6, Series 7, Asset Management, Asset Allocation, Series 65, Asset Managment, Alternative Investments, Sales Management, Series 63, Portfolio Management, Series 24
Education
Queens University of Charlotte
Master of Business Administration (M.B.A.), Accounting and Finance
Towson University
Bachelors of Science, Business Administration / Finance Concentration
University of Pennsylvania - The Wharton School 2003 — 2004
Certified Investment Management Analyst, Finance, CIMA Designation
University of Pennsylvania - The Wharton School 2007 — 2008
Certified Private Wealth Advisor CPWA (R), Estate Planning and Taxation, CPWA Designation
Bill Chenoweth, CFA, CFP® Bill Chenoweth, CFA, CFP®'s Nicholas Applegate Experience 1998 - 2003
Job Vice President, Sr. Investment Officer at Northern Trust
Industry Investment Management
Experience
Northern Trust December 2013 - Present
Credit Suisse July 2012 - December 2013
Hokanson Associates January 2008 - July 2012
Nicholas-Applegate 1998 - 2003
Turner Investment Partners 1993 - 1998
Jefferson-Pilot Corporation 1991 - 1993
Jefferson-Pilot Corporation 1986 - 1991
Skills
Portfolio Management, Equity Investment..., Fixed Income, Alternative Investments, Hedge Funds, Institutional Clients, High Net Worth..., Foundations, Investments, Equities, Start-ups, Venture Capital, Investment Management, Institutional..., Strategic Financial..., Mutual Funds, Mergers & Acquisitions, Bonds, Finance, Wealth Management..., Wealth Management, Investor Relations, Financial Planning
Education
Emory University - Goizueta Business School 1985 — 1986
MBA, Finance
Emory University - Goizueta Business School 1979 — 1983
BBA, Finance
Western Reserve Academy 1975 — 1979
Graduated with honors in Latin
Northern Trust December 2013 - Present
Credit Suisse July 2012 - December 2013
Hokanson Associates January 2008 - July 2012
Nicholas-Applegate 1998 - 2003
Turner Investment Partners 1993 - 1998
Jefferson-Pilot Corporation 1991 - 1993
Jefferson-Pilot Corporation 1986 - 1991
Skills
Portfolio Management, Equity Investment..., Fixed Income, Alternative Investments, Hedge Funds, Institutional Clients, High Net Worth..., Foundations, Investments, Equities, Start-ups, Venture Capital, Investment Management, Institutional..., Strategic Financial..., Mutual Funds, Mergers & Acquisitions, Bonds, Finance, Wealth Management..., Wealth Management, Investor Relations, Financial Planning
Education
Emory University - Goizueta Business School 1985 — 1986
MBA, Finance
Emory University - Goizueta Business School 1979 — 1983
BBA, Finance
Western Reserve Academy 1975 — 1979
Graduated with honors in Latin
Richard Dabrowski Richard Dabrowski's Nicholas Applegate Experience June 1999 - December 2004
Job Senior Consultant at Mercer Investments
Industry Financial Services
Experience
Mercer Investments April 2014 - Present
Strategic Investment Solutions November 2011 - February 2014
Harris Investments December 2004 - March 2011
Nicholas Applegate June 1999 - December 2004
Mercer Investment Consulting July 1987 - June 1999
Skills
Alternative Investments, Investments, Portfolio Management, Investment Strategies, Hedge Funds, Asset Managment, Asset Allocation, Investment Management, Equities, Fixed Income, Institutional Investors, Mutual Funds, Series 7, Investment Advisory, Wealth Management
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance, Business Policy
Elmhurst College 1981 — 1985
BS, Economics, Finance, Minor in Mathematics
Mercer Investments April 2014 - Present
Strategic Investment Solutions November 2011 - February 2014
Harris Investments December 2004 - March 2011
Nicholas Applegate June 1999 - December 2004
Mercer Investment Consulting July 1987 - June 1999
Skills
Alternative Investments, Investments, Portfolio Management, Investment Strategies, Hedge Funds, Asset Managment, Asset Allocation, Investment Management, Equities, Fixed Income, Institutional Investors, Mutual Funds, Series 7, Investment Advisory, Wealth Management
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance, Business Policy
Elmhurst College 1981 — 1985
BS, Economics, Finance, Minor in Mathematics
Jim Szabo Jim Szabo's Nicholas Applegate Experience 1998 - 2001
Job Independent Investment Management Professional
Industry Investment Management
Experience
Arctaris Capital 2010 - Present
Elmira College 2001 - 2007
InvestorReach 2001 - 2002
Nicholas Applegate 1998 - 2001
Nicholas Applegate 1994 - 1998
Kemper Financial Services 1991 - 1994
Kemper Financial Services 1986 - 1991
Kemper Financial Services 1984 - 1985
Kemper Financial Services 1981 - 1983
Merrill Lynch 1979 - 1981
Skills
Alternative Investments, ETFs, Hedge Funds, Investments, Asset Managment, Wealth Management, Investment Management, Asset Allocation, Investment Advisory, Securities, Equities, Investment Strategies, Strategic Financial..., Investor Relations, Financial Advisory, Fixed Annuities, Fixed Income, Financial Services, Private Equity, Retirement Planning, Mutual Funds, Separately Managed..., Salesforce Training, Strategic Planning, Business Strategy, New Business Development, Start-ups, Finance, Bonds, Asset Management
Education
Elmira College 1975 — 1979
Bachelor of Science (BS), Business Administration and Management, General
Arctaris Capital 2010 - Present
Elmira College 2001 - 2007
InvestorReach 2001 - 2002
Nicholas Applegate 1998 - 2001
Nicholas Applegate 1994 - 1998
Kemper Financial Services 1991 - 1994
Kemper Financial Services 1986 - 1991
Kemper Financial Services 1984 - 1985
Kemper Financial Services 1981 - 1983
Merrill Lynch 1979 - 1981
Skills
Alternative Investments, ETFs, Hedge Funds, Investments, Asset Managment, Wealth Management, Investment Management, Asset Allocation, Investment Advisory, Securities, Equities, Investment Strategies, Strategic Financial..., Investor Relations, Financial Advisory, Fixed Annuities, Fixed Income, Financial Services, Private Equity, Retirement Planning, Mutual Funds, Separately Managed..., Salesforce Training, Strategic Planning, Business Strategy, New Business Development, Start-ups, Finance, Bonds, Asset Management
Education
Elmira College 1975 — 1979
Bachelor of Science (BS), Business Administration and Management, General
Linda Lillard Linda Lillard's Nicholas Applegate Experience June 1994 - April 1998
Job
Industry Financial Services
Experience
Mellon Capital Management February 2011 - Present
Mellon Capital September 2008 - February 2011
Mellon Capital May 2001 - September 2008
Capstan April 2000 - May 2001
Banc America Securities LLC April 1998 - April 2000
Nicholas Applegate June 1994 - April 1998
Sybase 1992 - 1994
MacKay Shields 1988 - 1990
Skills
Project Management, Software Engineering, Server Architecture, Application Architecture, Software Project..., Architecture, Business Development, Integration, Leadership, Management, Market Data, Software Development
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1990
Bachelor of Arts (B.A.)
Mellon Capital Management February 2011 - Present
Mellon Capital September 2008 - February 2011
Mellon Capital May 2001 - September 2008
Capstan April 2000 - May 2001
Banc America Securities LLC April 1998 - April 2000
Nicholas Applegate June 1994 - April 1998
Sybase 1992 - 1994
MacKay Shields 1988 - 1990
Skills
Project Management, Software Engineering, Server Architecture, Application Architecture, Software Project..., Architecture, Business Development, Integration, Leadership, Management, Market Data, Software Development
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1990
Bachelor of Arts (B.A.)
Lisa Bosley Lisa Bosley's Nicholas Applegate Experience 2000 - 2004
Job Consultant and Writer
Industry Investment Management
Experience
Western Asset Management June 2015 - Present
Claremont McKenna College November 2014 - Present
Beacon Pointe Advisors January 2014 - Present
AUM Partners 2011 - 2014
Kayne Anderson Capital Advisors 2011 - 2012
Analytic Investors 2005 - 2010
The Professional Association for Investment Communications Resources (PAICR) 2006 - 2009
Parkinson's Resource Organization 2004 - 2004
Nicholas Applegate 2000 - 2004
Skills
Investments, Asset Managment, Executive Coaching, Professional Mentoring, Leadership, Motivational Speaking, Marketing Communications, Proposal Writing, Persuasive Writing, Close Attention to..., Interpersonal..., Change Management, Hiring Practices, Collaboration, Making Connections, Identifying Trends, Consulting, Productivity Coaching, Project Management, Event Planning, Business Technology, CRM Integration, Alternative Investments, Analysis, Asset Management, Financial Services, Marketing, CRM, Business Development, Equities, Hedge Funds, Analytics, Asset Allocation, Due Diligence, Institutional..., Investment Advisory, Investment Management, Investment Strategies, Leadership Development, Mutual Funds
Education
Claremont McKenna College
B.A., Economics and Literature
La Canada High School
Western Asset Management June 2015 - Present
Claremont McKenna College November 2014 - Present
Beacon Pointe Advisors January 2014 - Present
AUM Partners 2011 - 2014
Kayne Anderson Capital Advisors 2011 - 2012
Analytic Investors 2005 - 2010
The Professional Association for Investment Communications Resources (PAICR) 2006 - 2009
Parkinson's Resource Organization 2004 - 2004
Nicholas Applegate 2000 - 2004
Skills
Investments, Asset Managment, Executive Coaching, Professional Mentoring, Leadership, Motivational Speaking, Marketing Communications, Proposal Writing, Persuasive Writing, Close Attention to..., Interpersonal..., Change Management, Hiring Practices, Collaboration, Making Connections, Identifying Trends, Consulting, Productivity Coaching, Project Management, Event Planning, Business Technology, CRM Integration, Alternative Investments, Analysis, Asset Management, Financial Services, Marketing, CRM, Business Development, Equities, Hedge Funds, Analytics, Asset Allocation, Due Diligence, Institutional..., Investment Advisory, Investment Management, Investment Strategies, Leadership Development, Mutual Funds
Education
Claremont McKenna College
B.A., Economics and Literature
La Canada High School
DeAnna Martes, CIPM DeAnna Martes, CIPM's Nicholas Applegate Experience September 1998 - July 2005
Job Vice President,Manager at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors July 2005 - Present
Nicholas Applegate September 1998 - July 2005
Nicholas Applegate September 1996 - September 1998
Nicholas Applegate February 1995 - August 1996
Nicholas Applegate February 1994 - February 1995
San Diego Trust & Savings Bank September 1990 - February 1994
Skills
Mutual Funds, Asset Management, Investment Management, Bloomberg, Portfolio Management, Investments, Asset Managment, Alternative Investments, Equities, Fixed Income, Securities, Hedge Funds, Investment Strategies, Asset Allocation, Private Equity
Education
University of Redlands 1989 — 1991
Masters, Business Administration
San Diego State University-California State University 1986 — 1990
Allianz Global Investors July 2005 - Present
Nicholas Applegate September 1998 - July 2005
Nicholas Applegate September 1996 - September 1998
Nicholas Applegate February 1995 - August 1996
Nicholas Applegate February 1994 - February 1995
San Diego Trust & Savings Bank September 1990 - February 1994
Skills
Mutual Funds, Asset Management, Investment Management, Bloomberg, Portfolio Management, Investments, Asset Managment, Alternative Investments, Equities, Fixed Income, Securities, Hedge Funds, Investment Strategies, Asset Allocation, Private Equity
Education
University of Redlands 1989 — 1991
Masters, Business Administration
San Diego State University-California State University 1986 — 1990
Brad Schluter Brad Schluter's Nicholas Applegate Experience 1990 - 1995
Job Institutional Group Manager at Forward
Industry Financial Services
Experience
Forward May 2014 - July 2015
Forward September 2013 - July 2015
Pacific Income Advisers January 2001 - August 2013
The Burridge Group 1995 - December 2000
Nicholas Applegate 1990 - 1995
Skills
Business Development, Wealth Management, Sales, Portfolio Management, Asset Allocation, Asset Management, Investment Strategies, Fixed Income, Asset Managment, Investment Management, Investments, Marketing, Hedge Funds, Equities, Securities, ETFs, Alternative Investments, Mutual Funds, Investment Advisory, Series 7
Education
University of Southern California
Finance
Forward May 2014 - July 2015
Forward September 2013 - July 2015
Pacific Income Advisers January 2001 - August 2013
The Burridge Group 1995 - December 2000
Nicholas Applegate 1990 - 1995
Skills
Business Development, Wealth Management, Sales, Portfolio Management, Asset Allocation, Asset Management, Investment Strategies, Fixed Income, Asset Managment, Investment Management, Investments, Marketing, Hedge Funds, Equities, Securities, ETFs, Alternative Investments, Mutual Funds, Investment Advisory, Series 7
Education
University of Southern California
Finance
Steven Weyland, CFA Steven Weyland, CFA's Nicholas Applegate Experience 1996 - 2001
Job Vice President/ Director, Southern Region Institution Division at RNC Genter Capital Management
Industry Investment Management
Experience
RNC Genter Capital Management October 2012 - Present
Laffer Associates February 2011 - July 2012
Kayne Anderson Rudnick February 2008 - February 2011
JP Morgan February 2007 - February 2008
Placemark Investments February 2006 - February 2007
Hilliard Lyons February 2004 - February 2006
BlackRock 2003 - 2003
Allianz Global Investors 1996 - 2002
Nicholas Applegate 1996 - 2001
PaineWebber 1991 - 1994
Skills
Investment Management..., High Net Worth..., Wealth Management, Separately Managed..., Investment Advisory, Training & Development, Strategy, Asset Management, Asset Allocation, Alternative Investments, Asset Managment, Financial Advisory, Investments, RIAs, Mutual Funds, institutional sales
Education
University of Kentucky 1982 — 1987
BBA, Marketing, Finance
Saint Xavier high school 1978 — 1982
RNC Genter Capital Management October 2012 - Present
Laffer Associates February 2011 - July 2012
Kayne Anderson Rudnick February 2008 - February 2011
JP Morgan February 2007 - February 2008
Placemark Investments February 2006 - February 2007
Hilliard Lyons February 2004 - February 2006
BlackRock 2003 - 2003
Allianz Global Investors 1996 - 2002
Nicholas Applegate 1996 - 2001
PaineWebber 1991 - 1994
Skills
Investment Management..., High Net Worth..., Wealth Management, Separately Managed..., Investment Advisory, Training & Development, Strategy, Asset Management, Asset Allocation, Alternative Investments, Asset Managment, Financial Advisory, Investments, RIAs, Mutual Funds, institutional sales
Education
University of Kentucky 1982 — 1987
BBA, Marketing, Finance
Saint Xavier high school 1978 — 1982
David Boone, CFA's Nicholas Applegate Experience January 2003 - July 2005
Job Quantitative Performance Associate
Industry Investment Management
Experience
Kayne Anderson Rudnick January 2012 - Present
Rushmore Investment Advisors September 2008 - November 2010
Self Employed - Finance July 2005 - September 2008
Nicholas Applegate January 2003 - July 2005
Nicholas Applegate August 1997 - January 2003
Nicholas Applegate October 1995 - August 1997
Nicholas Applegate March 1994 - October 1995
Nicholas Applegate February 1993 - March 1994
Wells Fargo Home Mortgage May 1992 - February 1993
Skills
Equities, Risk Management, Quantitative Research, Portfolio Management, Asset Managment, Asset Allocation, Investments, Equity Research, Investment Strategies, Investment Management, Options, Asset Management, Financial Modeling, Analysis
Education
IMD Business School 2003 — 2003
Allianz Global Development Program 2003
San Diego State University-California State University 1991 — 1994
MBA, MBA - Finance
San Diego State University-California State University 1986 — 1991
BS, Business Admin./Finance
Bishop Union High School 1985 — 1986
Mammoth High School 1980 — 1985
Kayne Anderson Rudnick January 2012 - Present
Rushmore Investment Advisors September 2008 - November 2010
Self Employed - Finance July 2005 - September 2008
Nicholas Applegate January 2003 - July 2005
Nicholas Applegate August 1997 - January 2003
Nicholas Applegate October 1995 - August 1997
Nicholas Applegate March 1994 - October 1995
Nicholas Applegate February 1993 - March 1994
Wells Fargo Home Mortgage May 1992 - February 1993
Skills
Equities, Risk Management, Quantitative Research, Portfolio Management, Asset Managment, Asset Allocation, Investments, Equity Research, Investment Strategies, Investment Management, Options, Asset Management, Financial Modeling, Analysis
Education
IMD Business School 2003 — 2003
Allianz Global Development Program 2003
San Diego State University-California State University 1991 — 1994
MBA, MBA - Finance
San Diego State University-California State University 1986 — 1991
BS, Business Admin./Finance
Bishop Union High School 1985 — 1986
Mammoth High School 1980 — 1985
Carrie Boyko Carrie Boyko's Nicholas Applegate Experience June 1997 - September 2006
Job Realtor at McMillin Realty
Industry Real Estate
Experience
McMillin Realty October 2013 - Present
Bettger Realty January 2010 - October 2013
LPL Financial March 2007 - September 2009
Nicholas Applegate June 1997 - September 2006
Pershing, Division of Donaldson, Lufkin & Jenrette 1993 - 1996
Montgomery Securities 1991 - 1993
Skills
Short Sales, Foreclosures, Real Estate, Investments, Negotiation, Asset Management, Portfolio Management, Valuation, Equities, FHA, Asset Managment, Investment Properties, Residential Homes, First Time Home Buyers, Investment Strategies, Referrals, Real Estate Financing, Real Estate Transactions, Finance, Mortgage Lending, Property Management, Brokerage, Investors, Refinance, Loans
Education
San Diego State University-California State University 1996 — 1997
Masters, Finance
San Diego State University-California State University 1987 — 1990
B.S., Business Administration
UCSB 1985 — 1987
Point Loma
McMillin Realty October 2013 - Present
Bettger Realty January 2010 - October 2013
LPL Financial March 2007 - September 2009
Nicholas Applegate June 1997 - September 2006
Pershing, Division of Donaldson, Lufkin & Jenrette 1993 - 1996
Montgomery Securities 1991 - 1993
Skills
Short Sales, Foreclosures, Real Estate, Investments, Negotiation, Asset Management, Portfolio Management, Valuation, Equities, FHA, Asset Managment, Investment Properties, Residential Homes, First Time Home Buyers, Investment Strategies, Referrals, Real Estate Financing, Real Estate Transactions, Finance, Mortgage Lending, Property Management, Brokerage, Investors, Refinance, Loans
Education
San Diego State University-California State University 1996 — 1997
Masters, Finance
San Diego State University-California State University 1987 — 1990
B.S., Business Administration
UCSB 1985 — 1987
Point Loma
Kyle V. Mylius, CFA Kyle V. Mylius, CFA's Nicholas Applegate Experience February 1989 - November 1995
Job Lead Advisor at The CAPROCK Group
Industry Investment Management
Experience
The CAPROCK Group October 2012 - Present
Green Canopy Homes May 2014 - Present
Upstream 21 March 2012 - May 2013
Portfolio 21 Investments July 2011 - February 2012
Bainbridge Graduate Institute September 2010 - June 2011
Bridgeway Capital Management April 2008 - May 2010
Rainier Investment Management November 2002 - March 2008
Russell/Mellon Analytical Services (Russell Invetsments & BoNY Mellon) November 1995 - October 2002
Nicholas Applegate February 1989 - November 1995
Skills
Wealth Management, Impact Investing, Alternative Investment..., Portfolio Management, Personal Financial..., Asset Allocation, Estate Planning, Philanthropy, Venture Philanthropy, Sustainable Business, Mutual Funds, Asset Management, Investment Management, Equities, Investments
Education
Bainbridge Graduate Institute 2010 — 2011
Certificate, Sustainable Business Management
The University of Texas at Austin 1984 — 1989
Bachelor of Business Administration (B.B.A.), Finance
The CAPROCK Group October 2012 - Present
Green Canopy Homes May 2014 - Present
Upstream 21 March 2012 - May 2013
Portfolio 21 Investments July 2011 - February 2012
Bainbridge Graduate Institute September 2010 - June 2011
Bridgeway Capital Management April 2008 - May 2010
Rainier Investment Management November 2002 - March 2008
Russell/Mellon Analytical Services (Russell Invetsments & BoNY Mellon) November 1995 - October 2002
Nicholas Applegate February 1989 - November 1995
Skills
Wealth Management, Impact Investing, Alternative Investment..., Portfolio Management, Personal Financial..., Asset Allocation, Estate Planning, Philanthropy, Venture Philanthropy, Sustainable Business, Mutual Funds, Asset Management, Investment Management, Equities, Investments
Education
Bainbridge Graduate Institute 2010 — 2011
Certificate, Sustainable Business Management
The University of Texas at Austin 1984 — 1989
Bachelor of Business Administration (B.B.A.), Finance
Shelly Bencuya Shelly Bencuya's Nicholas Applegate Experience June 2008 - December 2008
Job HR Generalist at Ticketfly
Industry Internet
Experience
Ticketfly January 2013 - Present
Tesla Motors December 2011 - December 2012
Google January 2011 - December 2011
Nicholas Applegate June 2008 - December 2008
Skills
Taleo, ADP HRB, Onboarding, New Hire Orientations, PeopleSoft, Microsoft Office, Personnel Management, Human Resources, Benefits Administration, Recruiting, Jobvite, Employee Benefits, Temporary Placement, Interviews, Screening Resumes, Customer Service, Payroll, Workforce Planning
Education
University of California, San Diego 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Università degli Studi di Padova 2009 — 2009
Ticketfly January 2013 - Present
Tesla Motors December 2011 - December 2012
Google January 2011 - December 2011
Nicholas Applegate June 2008 - December 2008
Skills
Taleo, ADP HRB, Onboarding, New Hire Orientations, PeopleSoft, Microsoft Office, Personnel Management, Human Resources, Benefits Administration, Recruiting, Jobvite, Employee Benefits, Temporary Placement, Interviews, Screening Resumes, Customer Service, Payroll, Workforce Planning
Education
University of California, San Diego 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Università degli Studi di Padova 2009 — 2009
Alan Trice Alan Trice's Nicholas Applegate Experience September 2005 - December 2006
Job Vice President, Head of Relationship Management, Gurtin Fixed Income
Industry Financial Services
Experience
Gurtin Fixed Income Management, LLC May 2013 - Present
Allianz Global Investors Capital (formerly Nicholas Applegate) January 2011 - October 2012
Allianz Global Investors Capital January 2007 - December 2010
Nicholas Applegate September 2005 - December 2006
Nicholas Applegate February 2005 - August 2005
Vinson and Elkins May 2003 - August 2003
Skills
Marketing Strategy, Commodity Markets, Statistics, Oil & Gas Industry, Financial Modeling, Financial Analysis, Stock Picking, Economics, Accounting, Stock Market, Cloud Computing
Education
UCLA Anderson School of Management 2010 — 2012
Master of Business Administration (MBA), Finance and Financial Management Services
Duke University 2000 — 2004
Bachelor of Arts (B.A.), Classical and Ancient Studies
Gurtin Fixed Income Management, LLC May 2013 - Present
Allianz Global Investors Capital (formerly Nicholas Applegate) January 2011 - October 2012
Allianz Global Investors Capital January 2007 - December 2010
Nicholas Applegate September 2005 - December 2006
Nicholas Applegate February 2005 - August 2005
Vinson and Elkins May 2003 - August 2003
Skills
Marketing Strategy, Commodity Markets, Statistics, Oil & Gas Industry, Financial Modeling, Financial Analysis, Stock Picking, Economics, Accounting, Stock Market, Cloud Computing
Education
UCLA Anderson School of Management 2010 — 2012
Master of Business Administration (MBA), Finance and Financial Management Services
Duke University 2000 — 2004
Bachelor of Arts (B.A.), Classical and Ancient Studies
Beth Ann Coleman Beth Ann Coleman's Nicholas Applegate Experience January 2005 - December 2008
Job Head of Jacksonville Employee Support at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank Securities Inc. July 2014 - Present
Allianz Global Investors U.S. Holdings LLC July 1999 - March 2014
Ascendant Compliance Management 2013 - 2013
Ascendant Compliance Management 2013 - 2013
Ascendant Compliance Management 2013 - 2013
Ascendant Compliance Management 2013 - 2013
Nicholas Applegate January 2005 - December 2008
Nicholas Applegate November 2000 - December 2004
Nicholas Applegate July 1999 - November 2000
American Express 1995 - 1998
Skills
Compliance..., Compliance Procedures, Compliance Oversight, Regulatory Audits, Project Management, Public Speaking, Series 7, Series 63, Series 66, Portfolio Management, FINRA, Uniform Combined State..., Mutual Funds, Securities, SEC, Financial Services, Securities Regulation, Investments, Hedge Funds, Series 24, Alternative Investments
Education
Lubin Graduate School of Business at Pace University 1990 — 1995
Master of Business Administration (M.B.A.), Financial Economics
State University of New York at Binghamton 1986 — 1990
Bachelor of Arts (B.A.), Political Science
Deutsche Bank Securities Inc. July 2014 - Present
Allianz Global Investors U.S. Holdings LLC July 1999 - March 2014
Ascendant Compliance Management 2013 - 2013
Ascendant Compliance Management 2013 - 2013
Ascendant Compliance Management 2013 - 2013
Ascendant Compliance Management 2013 - 2013
Nicholas Applegate January 2005 - December 2008
Nicholas Applegate November 2000 - December 2004
Nicholas Applegate July 1999 - November 2000
American Express 1995 - 1998
Skills
Compliance..., Compliance Procedures, Compliance Oversight, Regulatory Audits, Project Management, Public Speaking, Series 7, Series 63, Series 66, Portfolio Management, FINRA, Uniform Combined State..., Mutual Funds, Securities, SEC, Financial Services, Securities Regulation, Investments, Hedge Funds, Series 24, Alternative Investments
Education
Lubin Graduate School of Business at Pace University 1990 — 1995
Master of Business Administration (M.B.A.), Financial Economics
State University of New York at Binghamton 1986 — 1990
Bachelor of Arts (B.A.), Political Science
Wesley Padfield's Nicholas Applegate Experience May 2000 - April 2001
Job Experienced Financial Services Professional
Industry Investment Management
Experience
LPL Financial October 2013 - Present
LPL Financial January 2013 - October 2013
Brandes Investment Partners April 2001 - November 2011
Nicholas Applegate May 2000 - April 2001
State Street August 1998 - April 2000
Skills
Problem Solving, Analysis, Microsoft Excel, Security APL, Equities, Outlook, Separately Managed..., Wrap Accounts
Education
Harvard College 1992 — 1996
Bachelor of Science (BS), East Asian Studies
LPL Financial October 2013 - Present
LPL Financial January 2013 - October 2013
Brandes Investment Partners April 2001 - November 2011
Nicholas Applegate May 2000 - April 2001
State Street August 1998 - April 2000
Skills
Problem Solving, Analysis, Microsoft Excel, Security APL, Equities, Outlook, Separately Managed..., Wrap Accounts
Education
Harvard College 1992 — 1996
Bachelor of Science (BS), East Asian Studies
Aaron Reed Aaron Reed's Nicholas Applegate Experience 1995 - 1998
Job Director of Institutional Sales North America at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick Investment Management 2006 - Present
Nuveen Investments 2002 - 2006
MFS Investment Management 1998 - 2002
Nicholas Applegate 1995 - 1998
Scudder Investments 1991 - 1995
Skills
Finance, Investments, Portfolio Management, Separately Managed..., Mutual Funds, Equity Research, Hedge Funds, Alternative Investments, Asset Allocation, Investment Management, Equities, Series 7
Education
Oklahoma City University 1988 — 1991
BS, Economics, Finance
Broken Arrow High School 1983 — 1987
Kayne Anderson Rudnick Investment Management 2006 - Present
Nuveen Investments 2002 - 2006
MFS Investment Management 1998 - 2002
Nicholas Applegate 1995 - 1998
Scudder Investments 1991 - 1995
Skills
Finance, Investments, Portfolio Management, Separately Managed..., Mutual Funds, Equity Research, Hedge Funds, Alternative Investments, Asset Allocation, Investment Management, Equities, Series 7
Education
Oklahoma City University 1988 — 1991
BS, Economics, Finance
Broken Arrow High School 1983 — 1987
Glen Burk Glen Burk's Nicholas Applegate Experience 2000 - 2002
Job Investment Operations Specialist Chandler Asset Management
Industry Financial Services
Experience
Chandler Asset Management July 2015 - Present
Summit Global Management April 2009 - September 2014
Ten Asset Management January 2006 - March 2009
Freeman Associates Investment Management 2002 - 2005
Sawgrass Asset Management 2002 - 2003
Nicholas Applegate 2000 - 2002
Nicholas Applegate 1998 - 2000
Superior Consultant Company, Inc 1997 - 1998
William O'Neil + Co. Inc. 1996 - 1997
Skills
Alternative Investments, Equities, Investments, Asset Management, Securities, Investment Management, Bloomberg, Fixed Income, Series 7, Emerging Markets, Trading, Mutual Funds, Asset Managment, Portfolio Management, Valuation, Series 63, Equity Trading, Investment Banking, Asset Allocation, Management, Capital Markets, Financial Markets, Finance, Derivatives, Wealth Management, Equity Research, Financial Analysis
Education
San Diego State University-California State University 1993 — 1995
Business Administration, Finance
Middleburg High School 1984 — 1987
High School Diploma
Chandler Asset Management July 2015 - Present
Summit Global Management April 2009 - September 2014
Ten Asset Management January 2006 - March 2009
Freeman Associates Investment Management 2002 - 2005
Sawgrass Asset Management 2002 - 2003
Nicholas Applegate 2000 - 2002
Nicholas Applegate 1998 - 2000
Superior Consultant Company, Inc 1997 - 1998
William O'Neil + Co. Inc. 1996 - 1997
Skills
Alternative Investments, Equities, Investments, Asset Management, Securities, Investment Management, Bloomberg, Fixed Income, Series 7, Emerging Markets, Trading, Mutual Funds, Asset Managment, Portfolio Management, Valuation, Series 63, Equity Trading, Investment Banking, Asset Allocation, Management, Capital Markets, Financial Markets, Finance, Derivatives, Wealth Management, Equity Research, Financial Analysis
Education
San Diego State University-California State University 1993 — 1995
Business Administration, Finance
Middleburg High School 1984 — 1987
High School Diploma
Jon Borchardt's Nicholas Applegate Experience March 1999 - January 2004
Job Portfolio Manager, Sr.Energy Analyst at BMO Global Asset Management
Industry Investment Management
Experience
BMO Global Asset Management May 2011 - Present
Savitr Capital, LLC November 2007 - April 2011
Marathon Resource Investment, LLC February 2004 - November 2007
Nicholas Applegate March 1999 - January 2004
Nicholas Applegate August 1996 - November 1999
Skills
Equities, Hedge Funds, Portfolio Management, Bloomberg, Asset Management, Equity Research, Alternative Investments, Valuation, Investments, Financial Modeling, Asset Allocation, Capital Markets, Investment Management, Investment Strategies, Private Equity, Financial Markets, Emerging Markets, Trading
Education
University of San Francisco 1989 — 1991
Bachelor of Science (BS), Finance, General
BMO Global Asset Management May 2011 - Present
Savitr Capital, LLC November 2007 - April 2011
Marathon Resource Investment, LLC February 2004 - November 2007
Nicholas Applegate March 1999 - January 2004
Nicholas Applegate August 1996 - November 1999
Skills
Equities, Hedge Funds, Portfolio Management, Bloomberg, Asset Management, Equity Research, Alternative Investments, Valuation, Investments, Financial Modeling, Asset Allocation, Capital Markets, Investment Management, Investment Strategies, Private Equity, Financial Markets, Emerging Markets, Trading
Education
University of San Francisco 1989 — 1991
Bachelor of Science (BS), Finance, General
Mark Roth Mark Roth's Nicholas Applegate Experience April 2001 - May 2002
Job CFO at Mountain Valley Regional Rehabilitation Hospital
Industry Hospital & Health Care
Experience
Mountain Valley Regional Rehabilitation Hospital May 2013 - Present
BrightStar Care of Phoenix August 2010 - May 2013
Loffa Interactive Group February 2008 - October 2010
Cameron Financial Group January 2003 - January 2008
Nicholas Applegate April 2001 - May 2002
Charles Schwab March 1993 - February 2001
Skills
Healthcare, Long-term Care, Business Development, New Business Development, Strategic Planning, Team Building, Sales Management, Marketing, Recruiting, Operations Management, Public Speaking, Account Management, Analysis, Leadership, Marketing Strategy, Sales, Hospitals, Management, CRM, Leadership Development, Strategy, Home Care, Negotiation, Process Improvement, Medicare, Management Consulting, Customer Service, Elder Care, Program Management, Sales Process, Project Management, Start-ups, B2B, Risk Management, Contract Negotiation, Business Planning, Small Business, Entrepreneurship, SaaS, Training, Coaching, Networking, Executive Management, Time Management, Budgets, Employee Benefits, Selling, Cross-functional Team..., Insurance
Education
University of Phoenix 1997 — 1999
MBA, Business
Arizona State University 1987 — 1991
B.S., Finance
Mountain Valley Regional Rehabilitation Hospital May 2013 - Present
BrightStar Care of Phoenix August 2010 - May 2013
Loffa Interactive Group February 2008 - October 2010
Cameron Financial Group January 2003 - January 2008
Nicholas Applegate April 2001 - May 2002
Charles Schwab March 1993 - February 2001
Skills
Healthcare, Long-term Care, Business Development, New Business Development, Strategic Planning, Team Building, Sales Management, Marketing, Recruiting, Operations Management, Public Speaking, Account Management, Analysis, Leadership, Marketing Strategy, Sales, Hospitals, Management, CRM, Leadership Development, Strategy, Home Care, Negotiation, Process Improvement, Medicare, Management Consulting, Customer Service, Elder Care, Program Management, Sales Process, Project Management, Start-ups, B2B, Risk Management, Contract Negotiation, Business Planning, Small Business, Entrepreneurship, SaaS, Training, Coaching, Networking, Executive Management, Time Management, Budgets, Employee Benefits, Selling, Cross-functional Team..., Insurance
Education
University of Phoenix 1997 — 1999
MBA, Business
Arizona State University 1987 — 1991
B.S., Finance
Winnie Currie Winnie Currie's Nicholas Applegate Experience 1996 - 1999
Job Regional Account Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial January 2014 - Present
Voya Financial June 1999 - Present
Nicholas Applegate 1996 - 1999
Pacific Life / Pacific Corinthian Life/ First Capital Life 1988 - 1994
E.F. Hutton 1982 - 1988
Skills
Series 7, CPF, Securities, Life Insurance, Retirement, Retirement Planning, Insurance, Term Life Insurance, Underwriting, Mutual Funds, Fixed Annuities, Series 63, Salesforce.com, Disability Insurance, Strategic Financial...
Education
University of California, San Diego
BA, Economics
Voya Financial January 2014 - Present
Voya Financial June 1999 - Present
Nicholas Applegate 1996 - 1999
Pacific Life / Pacific Corinthian Life/ First Capital Life 1988 - 1994
E.F. Hutton 1982 - 1988
Skills
Series 7, CPF, Securities, Life Insurance, Retirement, Retirement Planning, Insurance, Term Life Insurance, Underwriting, Mutual Funds, Fixed Annuities, Series 63, Salesforce.com, Disability Insurance, Strategic Financial...
Education
University of California, San Diego
BA, Economics
James Huennekens James Huennekens's Nicholas Applegate Experience January 1998 - April 1999
Job Director at Miller Howard Investments
Industry Financial Services
Experience
Miller Howard Investments November 2012 - Present
Franklin Templeton Investments October 2007 - January 2012
TruSource January 2003 - October 2007
Liberty Funds Group April 1999 - May 2002
Nicholas Applegate January 1998 - April 1999
Morgan Stanley Dean Witter September 1995 - January 1998
Northern Trust September 1992 - September 1995
Administrative Management Group September 1987 - September 1992
Northern Trust January 1985 - September 1987
Harris Bank February 1983 - January 1985
Skills
Retirment Services, Mutual Funds, Institutional Sales, Institutional..., Direct Sales, Investments, Distribution, Client Services, Sales Process, Problem Solving, Product Development, Business Planning, FINRA, Series 7, Series 66, Series 63, Educational Seminars, Financial Services, New Business Development, 401k, Separately Managed..., Defined Contribution, Alternative Investments, ERISA, Uniform Combined State..., Investment Strategies, Retirement, Wealth Management, Retirement Planning
Education
Illinois State University
BS, Business, Economics, Accounting
Miller Howard Investments November 2012 - Present
Franklin Templeton Investments October 2007 - January 2012
TruSource January 2003 - October 2007
Liberty Funds Group April 1999 - May 2002
Nicholas Applegate January 1998 - April 1999
Morgan Stanley Dean Witter September 1995 - January 1998
Northern Trust September 1992 - September 1995
Administrative Management Group September 1987 - September 1992
Northern Trust January 1985 - September 1987
Harris Bank February 1983 - January 1985
Skills
Retirment Services, Mutual Funds, Institutional Sales, Institutional..., Direct Sales, Investments, Distribution, Client Services, Sales Process, Problem Solving, Product Development, Business Planning, FINRA, Series 7, Series 66, Series 63, Educational Seminars, Financial Services, New Business Development, 401k, Separately Managed..., Defined Contribution, Alternative Investments, ERISA, Uniform Combined State..., Investment Strategies, Retirement, Wealth Management, Retirement Planning
Education
Illinois State University
BS, Business, Economics, Accounting
Jen Adelman's Nicholas Applegate Experience 1994 - 1996
Job Sales at eFinancialCareers
Industry Financial Services
Experience
IndexUniverse, LLC 2012 - 2012
SIX Telekurs USA 2009 - 2011
Algorithmics 2007 - 2009
firstRain 2006 - 2006
Thomson Reuters (formerly Telerate) 2003 - 2006
Thomson Reuters (formerly Bridge Information Systems) 1996 - 2003
Nicholas Applegate 1994 - 1996
Skills
Consultative & Solution..., New Business/Territory..., Investments, Key Account Management, Valuation Pricing Sales, Credit Derivatives, Sales, Solution Selling, Start-ups, Selling, Sales Management, Product Management, Strategy, Business Development, Leadership, Account Management, Financial Services, New Business Development, Analysis, Risk Management
Education
Providence College
BA, Social Science
IndexUniverse, LLC 2012 - 2012
SIX Telekurs USA 2009 - 2011
Algorithmics 2007 - 2009
firstRain 2006 - 2006
Thomson Reuters (formerly Telerate) 2003 - 2006
Thomson Reuters (formerly Bridge Information Systems) 1996 - 2003
Nicholas Applegate 1994 - 1996
Skills
Consultative & Solution..., New Business/Territory..., Investments, Key Account Management, Valuation Pricing Sales, Credit Derivatives, Sales, Solution Selling, Start-ups, Selling, Sales Management, Product Management, Strategy, Business Development, Leadership, Account Management, Financial Services, New Business Development, Analysis, Risk Management
Education
Providence College
BA, Social Science
Ryan Osterhues Ryan Osterhues's Nicholas Applegate Experience August 2000 - January 2005
Job BI (Cognos) Developer IV @ MedImpact
Industry Computer Software
Experience
MedImpact November 2012 - Present
Websense July 2008 - October 2012
PETCO Animal Supplies, Inc February 2005 - July 2008
Nicholas Applegate August 2000 - January 2005
Skills
Data Warehousing, ETL, Business Intelligence, Microsoft SQL Server, Oracle, Databases, Cognos, SSIS, PL/SQL, Microstrategy, Dashboard, Data Marts, Unix, SQL Tuning, Sybase, Project Management, Perl, Software Documentation, Data Modeling, Data Integration, SSRS
Education
San Diego State University-California State University 1997 — 2000
Bachelor of Science (BS), Information Technology
Point Loma Nazarene University 1995 — 1997
Business
MedImpact November 2012 - Present
Websense July 2008 - October 2012
PETCO Animal Supplies, Inc February 2005 - July 2008
Nicholas Applegate August 2000 - January 2005
Skills
Data Warehousing, ETL, Business Intelligence, Microsoft SQL Server, Oracle, Databases, Cognos, SSIS, PL/SQL, Microstrategy, Dashboard, Data Marts, Unix, SQL Tuning, Sybase, Project Management, Perl, Software Documentation, Data Modeling, Data Integration, SSRS
Education
San Diego State University-California State University 1997 — 2000
Bachelor of Science (BS), Information Technology
Point Loma Nazarene University 1995 — 1997
Business
Alicia Gilbert Alicia Gilbert's Nicholas Applegate Experience September 1999 - December 2000
Job Real Estate Broker
Industry Real Estate
Experience
ISR OwnerInfant Swimming ResourceSeptember 2003 - Present
Nicholas Applegate September 1999 - December 2000
ECI 1998 - 1999
COI 1996 - 1999
Composite Optics Inc 1996 - 1999
Skills
Social Media Marketing, Teaching, Marketing Communications, Customer Service, Microsoft Office, PowerPoint, Negotiation, Sellers, Selling, Real Estate
Education
University of Phoenix 1998 — 2002
BSBA, business
ISR OwnerInfant Swimming ResourceSeptember 2003 - Present
Nicholas Applegate September 1999 - December 2000
ECI 1998 - 1999
COI 1996 - 1999
Composite Optics Inc 1996 - 1999
Skills
Social Media Marketing, Teaching, Marketing Communications, Customer Service, Microsoft Office, PowerPoint, Negotiation, Sellers, Selling, Real Estate
Education
University of Phoenix 1998 — 2002
BSBA, business
Randall Kahn Randall Kahn's Nicholas Applegate Experience September 1999 - November 2004
Job Founder at Privée Global LLC
Industry Investment Management
Experience
Privée Global LLC July 2011 - Present
APS Investment Management January 2010 - June 2011
Apiana Investments K.K., Tokyo March 2007 - December 2009
Ward Ferry Investment Management K.K., Tokyo November 2004 - February 2007
Nicholas Applegate September 1999 - November 2004
American Century Investments October 1994 - September 1999
Daiwa Securities May 1991 - October 1994
Daiwa Securities Capital Markets July 1985 - July 1989
Skills
Alternative Investments, Asset Management, Equities, Investments, Portfolio Management, Valuation, Hedge Funds, Mergers & Acquisitions, Investment Strategies, Capital Markets, Execution of Business..., Marketing Strategy, Website Creation
Education
University of Chicago 1989 — 1991
MBA, Finance & Accounting
International Christian University 1984 — 1985
Post-graduate degree in Research Studies "Kenkyuusei", Japanese
University of California, Berkeley 1980 — 1984
Humanities, Japan and Asia Studies
Privée Global LLC July 2011 - Present
APS Investment Management January 2010 - June 2011
Apiana Investments K.K., Tokyo March 2007 - December 2009
Ward Ferry Investment Management K.K., Tokyo November 2004 - February 2007
Nicholas Applegate September 1999 - November 2004
American Century Investments October 1994 - September 1999
Daiwa Securities May 1991 - October 1994
Daiwa Securities Capital Markets July 1985 - July 1989
Skills
Alternative Investments, Asset Management, Equities, Investments, Portfolio Management, Valuation, Hedge Funds, Mergers & Acquisitions, Investment Strategies, Capital Markets, Execution of Business..., Marketing Strategy, Website Creation
Education
University of Chicago 1989 — 1991
MBA, Finance & Accounting
International Christian University 1984 — 1985
Post-graduate degree in Research Studies "Kenkyuusei", Japanese
University of California, Berkeley 1980 — 1984
Humanities, Japan and Asia Studies
Stewart Dier's Nicholas Applegate Experience January 2001 - December 2006
Job Director at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments September 2011 - Present
Dier Associates LLC January 2010 - December 2011
New York City Retirement Systems January 2007 - December 2009
Nicholas Applegate January 2001 - December 2006
Pennsylvania State Employees' Retirement System February 1998 - December 2000
New York City Retirement Systems February 1988 - February 1998
Skills
Asset Allocation, Investments, Equities, Asset Managment, Fixed Income, Portfolio Management, Management, Hedge Funds, Alternative Investments, Financial Services, Bonds, Investment Strategies, Investment Management, Private Equity, Securities, Pensions, Retirement, Business Development, Emerging Markets, Asset Management, Risk Management, Product Management, Mutual Funds, Financial Advisory, Derivatives, Investment Advisory
Education
Colorado State University 1972 — 1976
BA, Political Science
Guggenheim Investments September 2011 - Present
Dier Associates LLC January 2010 - December 2011
New York City Retirement Systems January 2007 - December 2009
Nicholas Applegate January 2001 - December 2006
Pennsylvania State Employees' Retirement System February 1998 - December 2000
New York City Retirement Systems February 1988 - February 1998
Skills
Asset Allocation, Investments, Equities, Asset Managment, Fixed Income, Portfolio Management, Management, Hedge Funds, Alternative Investments, Financial Services, Bonds, Investment Strategies, Investment Management, Private Equity, Securities, Pensions, Retirement, Business Development, Emerging Markets, Asset Management, Risk Management, Product Management, Mutual Funds, Financial Advisory, Derivatives, Investment Advisory
Education
Colorado State University 1972 — 1976
BA, Political Science
Tammy Kumke Tammy Kumke's Nicholas Applegate Experience January 1997 - June 2000
Job Supervisor at Barona Resort & Casino
Industry Gambling & Casinos
Experience
BARONA RESORT & CASINO January 2006 - Present
Barona Resort & Casino June 2004 - December 2005
WestAM September 2000 - September 2003
Nicholas Applegate January 1997 - June 2000
Nicholas Applegate January 1995 - January 1997
Nicholas Applegate April 1994 - January 1995
UNION BANK January 1993 - April 1994
UNION BANK January 1990 - January 1993
UNION BANK January 1989 - January 1990
SANTEL CREDIT UNION January 1987 - January 1989
Education
University of Phoenix 2001 — 2004
Bachelors, Marketing & Business Administration (BMkt & BBA)
BARONA RESORT & CASINO January 2006 - Present
Barona Resort & Casino June 2004 - December 2005
WestAM September 2000 - September 2003
Nicholas Applegate January 1997 - June 2000
Nicholas Applegate January 1995 - January 1997
Nicholas Applegate April 1994 - January 1995
UNION BANK January 1993 - April 1994
UNION BANK January 1990 - January 1993
UNION BANK January 1989 - January 1990
SANTEL CREDIT UNION January 1987 - January 1989
Education
University of Phoenix 2001 — 2004
Bachelors, Marketing & Business Administration (BMkt & BBA)
Jamie Blakely Jamie Blakely's Nicholas Applegate Experience January 2001 - May 2001
Job Real Estate Broker
Industry Real Estate
Experience
Surterre Properties 2013 - Present
Surf and Sand Estates November 2007 - 2014
Coldwell Banker Previews International February 2010 - February 2012
RE/MAX December 2005 - November 2007
Prudential California Realty June 2002 - 2005
Nicholas Applegate January 2001 - May 2001
Skills
Real Estate, Sellers, Relocation Buyers, Move Up Buyers, Accredited Luxury Home, Real Estate Negotiating, Luxury Real Estate, Coastal Real Estate, Social Media, Marketing, Negotiation, Listing Homes, Buyers
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Point Loma Nazarene University 1998 — 2001
Business Admin
Surterre Properties 2013 - Present
Surf and Sand Estates November 2007 - 2014
Coldwell Banker Previews International February 2010 - February 2012
RE/MAX December 2005 - November 2007
Prudential California Realty June 2002 - 2005
Nicholas Applegate January 2001 - May 2001
Skills
Real Estate, Sellers, Relocation Buyers, Move Up Buyers, Accredited Luxury Home, Real Estate Negotiating, Luxury Real Estate, Coastal Real Estate, Social Media, Marketing, Negotiation, Listing Homes, Buyers
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Point Loma Nazarene University 1998 — 2001
Business Admin
Mark Baran's Nicholas Applegate Experience 1996 - 1999
Job CoFounder and Managing Director, Four Springs Capital LLC
Industry Real Estate
Experience
Four Springs Capital LLC 2008 - Present
National Foundation for Cancer Research 2003 - Present
Neuberger Berman, Lehman Brothers 2005 - 2007
Yale University 2002 - 2005
Spencer Trask 1999 - 2001
Nicholas Applegate 1996 - 1999
JMB Realty Corporation 1984 - 1987
Skills
Connector of People, Management, Alternative Investments, Asset Management, Investments, Private Equity, Venture Capital, Finance, Securities, Due Diligence, Mergers & Acquisitions, Real Estate, Portfolio Management, Financial Advisory, Asset Managment
Education
Yale University 1974 — 1978
Montclair Academy
University of Pennsylvania - The Wharton School
Investment Management - CIMA - 1998
Four Springs Capital LLC 2008 - Present
National Foundation for Cancer Research 2003 - Present
Neuberger Berman, Lehman Brothers 2005 - 2007
Yale University 2002 - 2005
Spencer Trask 1999 - 2001
Nicholas Applegate 1996 - 1999
JMB Realty Corporation 1984 - 1987
Skills
Connector of People, Management, Alternative Investments, Asset Management, Investments, Private Equity, Venture Capital, Finance, Securities, Due Diligence, Mergers & Acquisitions, Real Estate, Portfolio Management, Financial Advisory, Asset Managment
Education
Yale University 1974 — 1978
Montclair Academy
University of Pennsylvania - The Wharton School
Investment Management - CIMA - 1998
Steve Ross's Nicholas Applegate Experience August 1994 - December 2004
Job Market Investment Director at U.S. Trust
Industry Financial Services
Experience
U.S. Trust September 2014 - Present
UCLA October 2009 - Present
BlackRock September 2006 - August 2014
San Diego State University June 2005 - May 2011
Nicholas Applegate August 1994 - December 2004
Lincoln Financial Group January 1993 - August 1994
Merrill Lynch June 1991 - January 1993
T. Rowe Price October 1989 - June 1991
Skills
Portfolio Management, Investments, Presentations, Mentoring, Leadership, Teaching, Equities, Analysis, Asset Managment, Financial Services, Mutual Funds, Management, Financial Analysis, Asset Management, Financial Advisory, Valuation, Financial Modeling, Bloomberg, Alternative Investments, Fixed Income, Retirement Planning, Investment Strategies, Asset Allocation, Investment Advisory, Hedge Funds, Investment Management, Derivatives, Securities, Wealth Management, Strategic Financial..., Due Diligence, Capital Markets, Series 7, Risk Management, Private Equity, Options, Trading, Corporate Finance, Lecturing
Education
San Diego State University-California State University 1984 — 1989
B.A., Business Administration, Marketing Major
Pali High School
U.S. Trust September 2014 - Present
UCLA October 2009 - Present
BlackRock September 2006 - August 2014
San Diego State University June 2005 - May 2011
Nicholas Applegate August 1994 - December 2004
Lincoln Financial Group January 1993 - August 1994
Merrill Lynch June 1991 - January 1993
T. Rowe Price October 1989 - June 1991
Skills
Portfolio Management, Investments, Presentations, Mentoring, Leadership, Teaching, Equities, Analysis, Asset Managment, Financial Services, Mutual Funds, Management, Financial Analysis, Asset Management, Financial Advisory, Valuation, Financial Modeling, Bloomberg, Alternative Investments, Fixed Income, Retirement Planning, Investment Strategies, Asset Allocation, Investment Advisory, Hedge Funds, Investment Management, Derivatives, Securities, Wealth Management, Strategic Financial..., Due Diligence, Capital Markets, Series 7, Risk Management, Private Equity, Options, Trading, Corporate Finance, Lecturing
Education
San Diego State University-California State University 1984 — 1989
B.A., Business Administration, Marketing Major
Pali High School
Jeff Hooks Jeff Hooks's Nicholas Applegate Experience 2000 - 2002
Job Investment Manager Services, SEI Investments
Industry Financial Services
Experience
SEI December 2012 - Present
Nuveen Investments June 2004 - December 2012
Allianz Global Investors March 2002 - May 2004
Nicholas Applegate 2000 - 2002
Skills
Investments, Mutual Funds, Fixed Income, Equities, Securities, Asset Management, Bloomberg, Asset Allocation, Wealth Management, Financial Services, Series 63, Trading, Investment Advisory, Asset Managment, Investment Strategies, Financial Analysis, Bonds, Banking, Derivatives, Microsoft Excel, Analysis
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Economics, Accounting
Purdue University 1994 — 1995
Serra High School 1991 — 1994
SEI December 2012 - Present
Nuveen Investments June 2004 - December 2012
Allianz Global Investors March 2002 - May 2004
Nicholas Applegate 2000 - 2002
Skills
Investments, Mutual Funds, Fixed Income, Equities, Securities, Asset Management, Bloomberg, Asset Allocation, Wealth Management, Financial Services, Series 63, Trading, Investment Advisory, Asset Managment, Investment Strategies, Financial Analysis, Bonds, Banking, Derivatives, Microsoft Excel, Analysis
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Economics, Accounting
Purdue University 1994 — 1995
Serra High School 1991 — 1994
John Lohavichan John Lohavichan's Nicholas Applegate Experience 1994 - 1997
Job Founder at Gleamfire
Industry Information Technology and Services
Experience
Gleamfire September 2013 - Present
Grademypitch January 2012 - September 2013
ImpactOven May 2007 - December 2011
Thomson Financial March 2004 - May 2007
CCBN February 2003 - March 2004
Industry Benchmarks January 2000 - February 2003
PNC - PFPC 1997 - 2000
Nicholas Applegate 1994 - 1997
Interinvest 1991 - 1992
Skills
Product Management, Ruby on Rails, VBA, Start-ups, Matrix Management, Competitive Analysis, Entrepreneurship, Product Development, E-commerce, Enterprise Software
Education
Vanderbilt University 1992 — 1994
MBA, Finance and Information Systems
University of North Carolina at Chapel Hill 1987 — 1991
BA, Economics
Terry Sanford High School
Gleamfire September 2013 - Present
Grademypitch January 2012 - September 2013
ImpactOven May 2007 - December 2011
Thomson Financial March 2004 - May 2007
CCBN February 2003 - March 2004
Industry Benchmarks January 2000 - February 2003
PNC - PFPC 1997 - 2000
Nicholas Applegate 1994 - 1997
Interinvest 1991 - 1992
Skills
Product Management, Ruby on Rails, VBA, Start-ups, Matrix Management, Competitive Analysis, Entrepreneurship, Product Development, E-commerce, Enterprise Software
Education
Vanderbilt University 1992 — 1994
MBA, Finance and Information Systems
University of North Carolina at Chapel Hill 1987 — 1991
BA, Economics
Terry Sanford High School
Beth Hammon-Bihler Beth Hammon-Bihler's Nicholas Applegate Experience August 1992 - January 1993
Job Program Finance Management Aerospace Military Programs
Industry Defense & Space
Experience
United Technologies - Aerospace August 2014 - Present
ClosingCorp February 2014 - August 2014
Daylight Solutions June 2010 - October 2013
Daylight Solutions March 2011 - September 2012
Daylight Solutions Inc. 2010 - March 2011
Nostalgia Ventures, Inc 2008 - 2010
The Kinetic Collection 1995 - 2007
BD Company 1993 - 1995
Nicholas Applegate August 1992 - January 1993
Brown Brothers Harriman 1992 - 1992
Skills
Financial Analysis, Analysis, Sarbanes-Oxley Act, Cross-functional Team..., Financial Reporting, Cost Accounting, Forecasting, Budgets, Leadership, Due Diligence, Sarbanes-Oxley, Proxy, Inventory, Fixed Assets, Revenue Recognition, Managerial Finance, Internal Controls, Budget, Hyperion Enterprise, Data Analysis, Cash Flow, Financial Modeling, Internal Audit, SEC filings, Account Reconciliation, Manufacturing, ERP, Cash Management, Accounts Payable, GAAP, Business Process..., Variance Analysis, Strategy, Great Plains Software, Business Planning, Program Management, Financial Accounting, Corporate FP, Corporate Development, Team Building, Cash Flow Forecasting, Earned Value Management, Working Capital..., Consolidation, Accruals, SAP, Oracle E-Business Suite, Microsoft Dynamics SL, Business Intelligence..., Deltek
Education
University of San Diego
Masters, Business Administration, Finance
University of Colorado Boulder - Leeds School of Business
Graduate Level Business
Arizona State University 1983 — 1987
Bachelor of the Arts, English & Fine Arts
The University of New Mexico
Certificate: Post Grad, Business Negotiation; Business Mediation
United Technologies - Aerospace August 2014 - Present
ClosingCorp February 2014 - August 2014
Daylight Solutions June 2010 - October 2013
Daylight Solutions March 2011 - September 2012
Daylight Solutions Inc. 2010 - March 2011
Nostalgia Ventures, Inc 2008 - 2010
The Kinetic Collection 1995 - 2007
BD Company 1993 - 1995
Nicholas Applegate August 1992 - January 1993
Brown Brothers Harriman 1992 - 1992
Skills
Financial Analysis, Analysis, Sarbanes-Oxley Act, Cross-functional Team..., Financial Reporting, Cost Accounting, Forecasting, Budgets, Leadership, Due Diligence, Sarbanes-Oxley, Proxy, Inventory, Fixed Assets, Revenue Recognition, Managerial Finance, Internal Controls, Budget, Hyperion Enterprise, Data Analysis, Cash Flow, Financial Modeling, Internal Audit, SEC filings, Account Reconciliation, Manufacturing, ERP, Cash Management, Accounts Payable, GAAP, Business Process..., Variance Analysis, Strategy, Great Plains Software, Business Planning, Program Management, Financial Accounting, Corporate FP, Corporate Development, Team Building, Cash Flow Forecasting, Earned Value Management, Working Capital..., Consolidation, Accruals, SAP, Oracle E-Business Suite, Microsoft Dynamics SL, Business Intelligence..., Deltek
Education
University of San Diego
Masters, Business Administration, Finance
University of Colorado Boulder - Leeds School of Business
Graduate Level Business
Arizona State University 1983 — 1987
Bachelor of the Arts, English & Fine Arts
The University of New Mexico
Certificate: Post Grad, Business Negotiation; Business Mediation
Jeff D'Alessandro Jeff D'Alessandro's Nicholas Applegate Experience June 2001 - February 2002
Job Senior Consultant at Forward Slope, Inc.
Industry Investment Management
Experience
Forward Slope, Inc. March 2011 - Present
Neosho Capital February 2009 - February 2011
Caravan Financial Partners January 2006 - February 2009
Allianz Global Investors February 2002 - August 2005
Nicholas Applegate June 2001 - February 2002
Brinson Partners 1997 - 2001
Skills
Asset Managment, Alternative Investments, Equities, Asset Allocation, Portfolio Management, Hedge Funds, Fixed Income, Investment Strategies, Valuation, Financial Modeling, Investments, Mutual Funds, Investment Management, Bloomberg, Wealth Management
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MBA, International Business
University of Iowa 1993 — 1997
BBA, Business Administration
Forward Slope, Inc. March 2011 - Present
Neosho Capital February 2009 - February 2011
Caravan Financial Partners January 2006 - February 2009
Allianz Global Investors February 2002 - August 2005
Nicholas Applegate June 2001 - February 2002
Brinson Partners 1997 - 2001
Skills
Asset Managment, Alternative Investments, Equities, Asset Allocation, Portfolio Management, Hedge Funds, Fixed Income, Investment Strategies, Valuation, Financial Modeling, Investments, Mutual Funds, Investment Management, Bloomberg, Wealth Management
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MBA, International Business
University of Iowa 1993 — 1997
BBA, Business Administration
Matt Grenfell, CFA Matt Grenfell, CFA's Nicholas Applegate Experience 1997 - 2002
Job Managing Director at Cardiff Capital
Industry Capital Markets
Experience
RE/MAX April 2015 - Present
Cardiff Capital January 2015 - Present
Janus Capital Group September 2006 - June 2014
BlackRock 2003 - 2006
Forward Management 2002 - 2003
Nicholas Applegate 1997 - 2002
Jack White & Co 1996 - 1997
SEI 1994 - 1996
Skills
Asset Allocation, Investments, Series 7, Mutual Funds, Alternative Investments, Referral Development, Superior Client Service, stocks, Bonds, Business Ethics, Work Ethic, Strategic Consulting, Stocks, Separately Managed..., ETFs, Investment Management, Financial Advisory, Investment Advisory, Investment Strategies, Hedge Funds, Series 6, Wealth Management, Series 63, Fixed Annuities, Equities, Wealth Management..., Securities, Fixed Income, Series 24, 401k, Asset Management, Retirement, Financial Services, Portfolio Management, Bloomberg, Institutional...
Education
The University of Texas at Austin 1991 — 1994
BBA, Finance
RE/MAX April 2015 - Present
Cardiff Capital January 2015 - Present
Janus Capital Group September 2006 - June 2014
BlackRock 2003 - 2006
Forward Management 2002 - 2003
Nicholas Applegate 1997 - 2002
Jack White & Co 1996 - 1997
SEI 1994 - 1996
Skills
Asset Allocation, Investments, Series 7, Mutual Funds, Alternative Investments, Referral Development, Superior Client Service, stocks, Bonds, Business Ethics, Work Ethic, Strategic Consulting, Stocks, Separately Managed..., ETFs, Investment Management, Financial Advisory, Investment Advisory, Investment Strategies, Hedge Funds, Series 6, Wealth Management, Series 63, Fixed Annuities, Equities, Wealth Management..., Securities, Fixed Income, Series 24, 401k, Asset Management, Retirement, Financial Services, Portfolio Management, Bloomberg, Institutional...
Education
The University of Texas at Austin 1991 — 1994
BBA, Finance
Alesia Sowell Alesia Sowell's Nicholas Applegate Experience June 2000 - January 2001
Job Engineering Manager | Technical Project Manager
Industry Computer Software
Experience
QuickPlay Media May 2014 - Present
Teqniksoft October 2013 - May 2014
Forum Tools, Inc. January 2012 - July 2013
Rovi Corporation October 2008 - January 2012
SalePoint Inc. February 2001 - April 2008
Nicholas Applegate June 2000 - January 2001
National Dispatch Center June 1996 - July 2000
Applied Retail Solutions, Inc. February 1992 - May 1996
NCR May 1988 - January 1992
Skills
NetBios, TCP/IP,..., PKI,DRM, MKV, MP4, AVI,..., OOA/OOD,C,C++, Java,..., Scrum, Kanban,..., Scrum, SOA, Agile Methodologies, Subversion, Agile Project Management, MySQL, Java Enterprise Edition, Enterprise Architecture, Web Applications, UML, Hibernate, Software Engineering, Java, Software Development, Ant, Software Design, SOAP, C++, XML, Linux, ICVerify, Web Services, Test Automation, Design Patterns, System Architecture, Object Oriented Design
Education
Southern Polytechnic State University
Bachelor of Applied Science (BASc), Computer Science/Info Systems
University of California, San Diego
Advanced C Programming Course
University of California, San Diego
JAVA & OOP Course
QuickPlay Media May 2014 - Present
Teqniksoft October 2013 - May 2014
Forum Tools, Inc. January 2012 - July 2013
Rovi Corporation October 2008 - January 2012
SalePoint Inc. February 2001 - April 2008
Nicholas Applegate June 2000 - January 2001
National Dispatch Center June 1996 - July 2000
Applied Retail Solutions, Inc. February 1992 - May 1996
NCR May 1988 - January 1992
Skills
NetBios, TCP/IP,..., PKI,DRM, MKV, MP4, AVI,..., OOA/OOD,C,C++, Java,..., Scrum, Kanban,..., Scrum, SOA, Agile Methodologies, Subversion, Agile Project Management, MySQL, Java Enterprise Edition, Enterprise Architecture, Web Applications, UML, Hibernate, Software Engineering, Java, Software Development, Ant, Software Design, SOAP, C++, XML, Linux, ICVerify, Web Services, Test Automation, Design Patterns, System Architecture, Object Oriented Design
Education
Southern Polytechnic State University
Bachelor of Applied Science (BASc), Computer Science/Info Systems
University of California, San Diego
Advanced C Programming Course
University of California, San Diego
JAVA & OOP Course
Desiree D. Farmer Desiree D. Farmer's Nicholas Applegate Experience June 1999 - August 2000
Job Manager, Bids and Proposals
Industry Transportation/Trucking/Railroad
Experience
Cubic Corporation November 2004 - Present
TRIRIGA September 2003 - October 2004
Maximus, Inc. August 2002 - August 2003
Peregrine Systems August 2000 - May 2002
Nicholas Applegate June 1999 - August 2000
Skills
Excellent..., Proposal Writing, Management, New Business Development, Procurement, Project Management, Program Management, Leadership, Project Planning, Process Improvement, Training
Education
Temple University 1992 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General
Cubic Corporation November 2004 - Present
TRIRIGA September 2003 - October 2004
Maximus, Inc. August 2002 - August 2003
Peregrine Systems August 2000 - May 2002
Nicholas Applegate June 1999 - August 2000
Skills
Excellent..., Proposal Writing, Management, New Business Development, Procurement, Project Management, Program Management, Leadership, Project Planning, Process Improvement, Training
Education
Temple University 1992 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General
Stefanie Sanders Stefanie Sanders's Nicholas Applegate Experience February 1992 - June 2002
Job SAHM/Self Employed
Industry Individual & Family Services
Experience
Stefanie's Closet July 2010 - Present
Nicholas Applegate February 1992 - June 2002
Education
University of Phoenix-San Diego Campus
Bachelor of Business Administration (B.B.A.)
Stefanie's Closet July 2010 - Present
Nicholas Applegate February 1992 - June 2002
Education
University of Phoenix-San Diego Campus
Bachelor of Business Administration (B.B.A.)
William Yamazumi William Yamazumi's Nicholas Applegate Experience June 1995 - January 2010
Job Marketing Coordinator, Dunham & Associates
Industry Financial Services
Experience
Dunham & Associates February 2015 - Present
Allianz Global Investors Capital January 2010 - April 2012
Nicholas-Applegate June 1995 - January 2010
Nicholas-Applegate June 1992 - June 1995
Skills
Microsoft Office, Digital Marketing, PowerPoint, Microsoft Excel, Marketing Strategy, Visio, Business Development, Series 63, Insurance, Financial Services, Access, Analytics, Securities, Finance, Retail, Adobe Illustrator, Adobe Photoshop, Adobe InDesign, Adobe Flash, Wealth Management, Alternative Investments, Photoshop, InDesign, Social Media Marketing, Management, Time Management, Adobe Acrobat, Risk Management, Business Analysis, Equity Research, Emerging Markets, Sales, ETFs, Leadership, Analysis, Training, Graphic Design
Education
San Diego State University-California State University 1983 — 1987
Dunham & Associates February 2015 - Present
Allianz Global Investors Capital January 2010 - April 2012
Nicholas-Applegate June 1995 - January 2010
Nicholas-Applegate June 1992 - June 1995
Skills
Microsoft Office, Digital Marketing, PowerPoint, Microsoft Excel, Marketing Strategy, Visio, Business Development, Series 63, Insurance, Financial Services, Access, Analytics, Securities, Finance, Retail, Adobe Illustrator, Adobe Photoshop, Adobe InDesign, Adobe Flash, Wealth Management, Alternative Investments, Photoshop, InDesign, Social Media Marketing, Management, Time Management, Adobe Acrobat, Risk Management, Business Analysis, Equity Research, Emerging Markets, Sales, ETFs, Leadership, Analysis, Training, Graphic Design
Education
San Diego State University-California State University 1983 — 1987
Matthew Souther Matthew Souther's Nicholas Applegate Experience July 2008 - August 2009
Job Assistant Professor of Finance at University of Missouri
Industry Higher Education
Experience
University of Missouri August 2014 - Present
Nicholas Applegate July 2008 - August 2009
Skills
Corporate Governance, Investments, Corporate Finance, Finance, Financial Analysis, Portfolio Management
Education
University of Florida 2009 — 2014
Doctor of Philosophy (Ph.D.), Finance, General
University of North Carolina at Charlotte 2007 — 2008
Master's Degree, Mathematical Finance
Auburn University 2002 — 2006
Bachelor's Degree, Finance, General
University of Missouri August 2014 - Present
Nicholas Applegate July 2008 - August 2009
Skills
Corporate Governance, Investments, Corporate Finance, Finance, Financial Analysis, Portfolio Management
Education
University of Florida 2009 — 2014
Doctor of Philosophy (Ph.D.), Finance, General
University of North Carolina at Charlotte 2007 — 2008
Master's Degree, Mathematical Finance
Auburn University 2002 — 2006
Bachelor's Degree, Finance, General
Scott Brogan Scott Brogan's Nicholas Applegate Experience March 1995 - November 1996
Job Managing Consultant at BridgePoint, LLC
Industry Management Consulting
Experience
BridgePoint, LLC March 2012 - Present
Company Expert June 2006 - March 2012
INVESCO 1996 - 2006
Nicholas Applegate March 1995 - November 1996
Putnam Investments August 1986 - June 1994
Skills
Strategic Planning, Management Consulting, Retirement, Process Improvement, Leadership, Program Management, Change Management, Organizational..., Business Strategy, Sales, Strategy, Leadership Development, Asset Management, Management, Retirement Planning, Consulting, Financial Services, Operations Management, Vendor Management
Education
Suffolk University 1990 — 1992
MBA, Management
Massachusetts College of Liberal Arts 1980 — 1985
BS, Biology
BridgePoint, LLC March 2012 - Present
Company Expert June 2006 - March 2012
INVESCO 1996 - 2006
Nicholas Applegate March 1995 - November 1996
Putnam Investments August 1986 - June 1994
Skills
Strategic Planning, Management Consulting, Retirement, Process Improvement, Leadership, Program Management, Change Management, Organizational..., Business Strategy, Sales, Strategy, Leadership Development, Asset Management, Management, Retirement Planning, Consulting, Financial Services, Operations Management, Vendor Management
Education
Suffolk University 1990 — 1992
MBA, Management
Massachusetts College of Liberal Arts 1980 — 1985
BS, Biology
Ranjit Sufi Ranjit Sufi's Nicholas Applegate Experience 1999 - 2008
Job Managing Director at Aristotle Capital Management, LLC
Industry Financial Services
Experience
Aristotle Capital Management, LLC September 2014 - Present
Martin Currie June 2013 - August 2014
Nuveen Investments/Tradewinds Global Investors, LLC 2008 - 2013
Nicholas Applegate 1999 - 2008
Barclays Global Investors 1996 - 1999
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Investment Strategies, Equities, Investment Management, Asset Managment, Portfolio Management, Investments, Mutual Funds, Fixed Income, Valuation, Securities, Series 7, Emerging Markets, ETFs, Investment Advisory, Series 24, Series 63, Institutional..., Financial Services, Endowments, Wealth Management, Portfolio Optimization, Fund Of Funds, Quantitative Investing, Separately Managed..., New Business Development, Non-profit Leadership, Treasury Management, Strategic Leadership, Bonds, Derivatives, Bloomberg, Asset Management, Options, Institutional, Equity Valuation, Institutional Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1988 — 1990
Master of Business Administration (MBA), International Finance
California State University-Fresno
Bachelor of Applied Science (B.A.Sc.), Electrical and Electronics Engineering
Aristotle Capital Management, LLC September 2014 - Present
Martin Currie June 2013 - August 2014
Nuveen Investments/Tradewinds Global Investors, LLC 2008 - 2013
Nicholas Applegate 1999 - 2008
Barclays Global Investors 1996 - 1999
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Investment Strategies, Equities, Investment Management, Asset Managment, Portfolio Management, Investments, Mutual Funds, Fixed Income, Valuation, Securities, Series 7, Emerging Markets, ETFs, Investment Advisory, Series 24, Series 63, Institutional..., Financial Services, Endowments, Wealth Management, Portfolio Optimization, Fund Of Funds, Quantitative Investing, Separately Managed..., New Business Development, Non-profit Leadership, Treasury Management, Strategic Leadership, Bonds, Derivatives, Bloomberg, Asset Management, Options, Institutional, Equity Valuation, Institutional Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1988 — 1990
Master of Business Administration (MBA), International Finance
California State University-Fresno
Bachelor of Applied Science (B.A.Sc.), Electrical and Electronics Engineering
Christy Graul Christy Graul's Nicholas Applegate Experience August 1997 - December 1998
Job Sr. Information Developer at SAP
Industry Writing and Editing
Experience
SAP January 2000 - Present
ShowCase Corporation January 1999 - January 2000
Nicholas Applegate August 1997 - December 1998
Point Across, Inc. October 1996 - August 1997
Skills
DITA, HTML, RoboHelp, FrameMaker, XMetal, WorldServer, IxiaSoft, Adobe Acrobat, Technical Writing, User Interface Design, User Experience, Design Thinking, Microsoft Word
Education
Colorado State University 1992 — 1996
Bachelor of Arts (B.A.), Professional, Technical, Business, and Scientific Writing
Wheat Ridge High School
SAP January 2000 - Present
ShowCase Corporation January 1999 - January 2000
Nicholas Applegate August 1997 - December 1998
Point Across, Inc. October 1996 - August 1997
Skills
DITA, HTML, RoboHelp, FrameMaker, XMetal, WorldServer, IxiaSoft, Adobe Acrobat, Technical Writing, User Interface Design, User Experience, Design Thinking, Microsoft Word
Education
Colorado State University 1992 — 1996
Bachelor of Arts (B.A.), Professional, Technical, Business, and Scientific Writing
Wheat Ridge High School
Carrie Castillo Carrie Castillo's Nicholas Applegate Experience June 1993 - June 2000
Job Accountant at County of San Diego
Industry Government Administration
Experience
County of San Diego June 2008 - Present
County of San Diego April 2005 - June 2008
County of San Diego February 2004 - April 2005
County of San Diego May 2001 - February 2004
MultiLingual Translations Services October 2000 - May 2001
Otay Ranch Company July 2000 - September 2000
Nicholas Applegate June 1993 - June 2000
HomeFed Bank May 1989 - June 1993
Kuhn & Thefeld, CPAs 1987 - 1989
Skills
Excel, Word, Access,...
Education
University of Santo Tomas
Bachelor of Sciene in Business Administration, Accounting
County of San Diego June 2008 - Present
County of San Diego April 2005 - June 2008
County of San Diego February 2004 - April 2005
County of San Diego May 2001 - February 2004
MultiLingual Translations Services October 2000 - May 2001
Otay Ranch Company July 2000 - September 2000
Nicholas Applegate June 1993 - June 2000
HomeFed Bank May 1989 - June 1993
Kuhn & Thefeld, CPAs 1987 - 1989
Skills
Excel, Word, Access,...
Education
University of Santo Tomas
Bachelor of Sciene in Business Administration, Accounting
Daniel Head, CMFC's Nicholas Applegate Experience September 2001 - October 2002
Job Mutual Fund Services Manager at Brandes Investment Partners
Industry Financial Services
Experience
Brandes Investment Partners January 2015 - Present
Brandes Investment Partners April 2012 - Present
Brandes Investment Partners October 2005 - April 2012
Brandes Investment Partners March 2003 - October 2005
Nicholas Applegate September 2001 - October 2002
Nicholas Applegate June 1999 - September 2001
Emerald Publications 1997 - 1999
Skills
Performance Attribution, SQL Server, Series 6, Asset Management, Portfolio Management, Investments, Mutual Funds, Performance Measurement, Investment Management, Investment Strategies, Series 63, FINRA, ETFs, Asset Managment, Alternative Investments, Finance, Analysis, Financial Services, Asset Allocation, Management, Microsoft SQL Server, Financial Analysis, Securities, Institutional..., Strategic Financial..., Equity Research, Equities, Derivatives, Financial Modeling, Hedge Funds, High Yield, CRM, Fund Accounting, Wealth Management..., Equity Trading, Wealth Management, Investment Advisory, Uniform Combined State..., Series 7, Equity Valuation, Valuation, Financial Markets, Fixed Income, Private Equity, Bonds, Bloomberg, Due Diligence, Options, Retirement Planning, Relationship Management
Education
University of San Diego 2005 — 2007
MBA, Finance
Georgetown University 1989 — 1993
Bachelor of Science, History
Brandes Investment Partners January 2015 - Present
Brandes Investment Partners April 2012 - Present
Brandes Investment Partners October 2005 - April 2012
Brandes Investment Partners March 2003 - October 2005
Nicholas Applegate September 2001 - October 2002
Nicholas Applegate June 1999 - September 2001
Emerald Publications 1997 - 1999
Skills
Performance Attribution, SQL Server, Series 6, Asset Management, Portfolio Management, Investments, Mutual Funds, Performance Measurement, Investment Management, Investment Strategies, Series 63, FINRA, ETFs, Asset Managment, Alternative Investments, Finance, Analysis, Financial Services, Asset Allocation, Management, Microsoft SQL Server, Financial Analysis, Securities, Institutional..., Strategic Financial..., Equity Research, Equities, Derivatives, Financial Modeling, Hedge Funds, High Yield, CRM, Fund Accounting, Wealth Management..., Equity Trading, Wealth Management, Investment Advisory, Uniform Combined State..., Series 7, Equity Valuation, Valuation, Financial Markets, Fixed Income, Private Equity, Bonds, Bloomberg, Due Diligence, Options, Retirement Planning, Relationship Management
Education
University of San Diego 2005 — 2007
MBA, Finance
Georgetown University 1989 — 1993
Bachelor of Science, History
Alex Muromcew Alex Muromcew's Nicholas Applegate Experience 1996 - 1999
Job Managing Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2004 - Present
Yellowberry 2014 - 2014
Brightbox Inc 2014 - 2014
Entrepreneur Society of Jackson Hole 2012 - 2012
San Francisco Parks Alliance 2011 - 2011
San Francisco Parks Trust 2000 - 2010
Keystone Natural Resources Inc. 2000 - 2010
Loomis Sayles 1999 - 2004
Nicholas-Applegate 1996 - 1999
Teton Partners LP 1993 - 1996
Skills
Equities, Asset Managment, Strategy, Equity Research, Emerging Markets, Hedge Funds, Portfolio Management, Capital Markets, Investments, Fixed Income, Securities, Alternative Investments, Private Equity, Mutual Funds, Valuation, Asset Allocation, Asset Management, Trading, Venture Capital, Financial Modeling
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
Dartmouth College 1981 — 1985
BA, East Asian Studies
St Albans
TIAA-CREF 2004 - Present
Yellowberry 2014 - 2014
Brightbox Inc 2014 - 2014
Entrepreneur Society of Jackson Hole 2012 - 2012
San Francisco Parks Alliance 2011 - 2011
San Francisco Parks Trust 2000 - 2010
Keystone Natural Resources Inc. 2000 - 2010
Loomis Sayles 1999 - 2004
Nicholas-Applegate 1996 - 1999
Teton Partners LP 1993 - 1996
Skills
Equities, Asset Managment, Strategy, Equity Research, Emerging Markets, Hedge Funds, Portfolio Management, Capital Markets, Investments, Fixed Income, Securities, Alternative Investments, Private Equity, Mutual Funds, Valuation, Asset Allocation, Asset Management, Trading, Venture Capital, Financial Modeling
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
Dartmouth College 1981 — 1985
BA, East Asian Studies
St Albans
Marianne Lindsey Marianne Lindsey's Nicholas Applegate Experience June 1997 - August 1999
Job Director at LPL Finanacial
Industry Financial Services
Experience
LPL Financial December 2007 - Present
CheckFree Investment Services June 2001 - August 2007
CapitalWorks Investment Partners May 2000 - June 2001
Duncan-Hurst Capital Management August 1999 - May 2000
Nicholas Applegate June 1997 - August 1999
Skills
Portfolio Management, Mutual Funds, Financial Services, Investment Advisory, Hedge Funds, Retirement, Equities, Asset Allocation, Relationship Management, Series 7, Finance, Fixed Annuities, Bonds, Insurance, Risk Management, Strategic Financial..., Fixed Income, Bloomberg, FINRA, Investment Management, Securities, 401k, Investment Strategies, Estate Planning, Financial Advisory, Life Insurance, Trading, Wealth, Financial Analysis
Education
California State University-Sacramento 1991 — 1993
BS, Criminal Justice
LPL Financial December 2007 - Present
CheckFree Investment Services June 2001 - August 2007
CapitalWorks Investment Partners May 2000 - June 2001
Duncan-Hurst Capital Management August 1999 - May 2000
Nicholas Applegate June 1997 - August 1999
Skills
Portfolio Management, Mutual Funds, Financial Services, Investment Advisory, Hedge Funds, Retirement, Equities, Asset Allocation, Relationship Management, Series 7, Finance, Fixed Annuities, Bonds, Insurance, Risk Management, Strategic Financial..., Fixed Income, Bloomberg, FINRA, Investment Management, Securities, 401k, Investment Strategies, Estate Planning, Financial Advisory, Life Insurance, Trading, Wealth, Financial Analysis
Education
California State University-Sacramento 1991 — 1993
BS, Criminal Justice
Scott Reed, CFA's Nicholas Applegate Experience February 2002 - March 2003
Job
Industry Venture Capital & Private Equity
Experience
Independent January 2015 - Present
Griffin Partners LLC May 2009 - January 2015
Jefferies Broadview August 2007 - April 2008
Acuity Capital Partners, LLC March 2006 - May 2007
Credit Suisse June 2006 - August 2006
Rsm Equico Inc 2002 - 2005
Nicholas Applegate February 2002 - March 2003
Deutsche Banc Alex. Brown January 2000 - 2001
Skills
Valuation, Due Diligence, Mergers & Acquisitions, Investment Banking, Financial Modeling, Finance, Derivatives, Corporate Finance, Private Equity, Investments, Strategy, Equities, Portfolio Management, Equity Research, Financial Structuring
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
University of California, Berkeley Extension 2000 — 2002
Certificates
University of California, Berkeley 1995 — 1999
BA
La Jolla High School 1990 — 1995
Independent January 2015 - Present
Griffin Partners LLC May 2009 - January 2015
Jefferies Broadview August 2007 - April 2008
Acuity Capital Partners, LLC March 2006 - May 2007
Credit Suisse June 2006 - August 2006
Rsm Equico Inc 2002 - 2005
Nicholas Applegate February 2002 - March 2003
Deutsche Banc Alex. Brown January 2000 - 2001
Skills
Valuation, Due Diligence, Mergers & Acquisitions, Investment Banking, Financial Modeling, Finance, Derivatives, Corporate Finance, Private Equity, Investments, Strategy, Equities, Portfolio Management, Equity Research, Financial Structuring
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
University of California, Berkeley Extension 2000 — 2002
Certificates
University of California, Berkeley 1995 — 1999
BA
La Jolla High School 1990 — 1995
Charmaine Gary Charmaine Gary's Nicholas Applegate Experience June 2002 - September 2003
Job Administrative & Human Resources Professional
Industry Human Resources
Experience
Solar Turbines November 2010 - Present
Northrop Grumman Corporation June 2009 - August 2009
EDS, an HP Company July 2008 - December 2008
EDS, an HP Company July 2006 - July 2008
EDS, an HP Company October 2003 - July 2006
Nicholas Applegate June 2002 - September 2003
SAIC June 2000 - June 2002
Resources Connection October 1999 - May 2000
Qualcomm August 1994 - September 1999
Education
University of California, San Diego 2000 — 2003
Certificate, Human Resource Management
University of California, San Diego 2000 — 2003
Human Resources Management
Solar Turbines November 2010 - Present
Northrop Grumman Corporation June 2009 - August 2009
EDS, an HP Company July 2008 - December 2008
EDS, an HP Company July 2006 - July 2008
EDS, an HP Company October 2003 - July 2006
Nicholas Applegate June 2002 - September 2003
SAIC June 2000 - June 2002
Resources Connection October 1999 - May 2000
Qualcomm August 1994 - September 1999
Education
University of California, San Diego 2000 — 2003
Certificate, Human Resource Management
University of California, San Diego 2000 — 2003
Human Resources Management
Kelly Ko Kelly Ko's Nicholas Applegate Experience 2000 - 2002
Job Partner/Portfolio Manager at Lombardia Capital Partners
Industry Investment Management
Experience
Lombardia Capital Partners June 2006 - Present
Dean Investments 2004 - 2006
Cutler & Company 2002 - 2003
Nicholas Applegate 2000 - 2002
Hughes Investment Management 1992 - 2000
Security Pacific Bank 1986 - 1992
Skills
Investment Management, Hedge Funds, Asset Management, Portfolio Management, Equities, Investments, Valuation, Financial Modeling, Equity Research, Securities, Fixed Income
Education
Duke Fuqua School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Southern California 1980 — 1984
Bachelor of Science (B.S.), Business Administration and Management, General
Lombardia Capital Partners June 2006 - Present
Dean Investments 2004 - 2006
Cutler & Company 2002 - 2003
Nicholas Applegate 2000 - 2002
Hughes Investment Management 1992 - 2000
Security Pacific Bank 1986 - 1992
Skills
Investment Management, Hedge Funds, Asset Management, Portfolio Management, Equities, Investments, Valuation, Financial Modeling, Equity Research, Securities, Fixed Income
Education
Duke Fuqua School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Southern California 1980 — 1984
Bachelor of Science (B.S.), Business Administration and Management, General
Christopher K. Taylor Christopher K. Taylor's Nicholas Applegate Experience March 1996 - June 1997
Job at Agency for Healthcare Research and Quality
Industry Information Technology and Services
Experience
The Taylor Group, LLC October 2001 - Present
U.S. Department of Health and Human Services: Agency for Healthcare Research and Quality October 2000 - Present
The Cobalt Company January 2000 - October 2000
Concert Communications March 1999 - February 2000
University of California at Los Angeles - UCLA April 1998 - February 1999
Hughes Network Systems 1997 - 1998
Nicholas Applegate March 1996 - June 1997
PMA Insurance Group December 1993 - March 1996
Betz Laboratories March 1988 - December 1993
Skills
Leadership, Integration, Information Technology, Cloud Computing, Software Project..., Linux, Program Management, Virtualization, Strategic Planning, Microsoft SQL Server, SDLC, Troubleshooting, vSphere, Windows Administration, Oracle E-Business Suite, Active Directory, Software Development, Weblogic, Process Improvement, Information Security, IT Strategy, IT Management, Oracle, VMware ESX, EMC SAN Administration, Veeam, HP BLADE P & C, Customer Satisfaction, Oracle Application..., Operations Management, Data Warehousing, Healthcare Information..., ORACLE DBA, Federal Grants..., EMC Storage, HP Blade, Consulting
Education
Temple University 1990 — 1992
BBA, Computer and Information Sciences
The Taylor Group, LLC October 2001 - Present
U.S. Department of Health and Human Services: Agency for Healthcare Research and Quality October 2000 - Present
The Cobalt Company January 2000 - October 2000
Concert Communications March 1999 - February 2000
University of California at Los Angeles - UCLA April 1998 - February 1999
Hughes Network Systems 1997 - 1998
Nicholas Applegate March 1996 - June 1997
PMA Insurance Group December 1993 - March 1996
Betz Laboratories March 1988 - December 1993
Skills
Leadership, Integration, Information Technology, Cloud Computing, Software Project..., Linux, Program Management, Virtualization, Strategic Planning, Microsoft SQL Server, SDLC, Troubleshooting, vSphere, Windows Administration, Oracle E-Business Suite, Active Directory, Software Development, Weblogic, Process Improvement, Information Security, IT Strategy, IT Management, Oracle, VMware ESX, EMC SAN Administration, Veeam, HP BLADE P & C, Customer Satisfaction, Oracle Application..., Operations Management, Data Warehousing, Healthcare Information..., ORACLE DBA, Federal Grants..., EMC Storage, HP Blade, Consulting
Education
Temple University 1990 — 1992
BBA, Computer and Information Sciences
Eric D. Etshman Eric D. Etshman's Nicholas Applegate Experience August 1996 - March 1998
Job Private Banking Senior Client Service Associate
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2014 - Present
AlbaDow Benefit Solutions January 2012 - June 2014
Dow Financial Group March 1999 - December 2011
Nicholas Applegate August 1996 - March 1998
John Nuveen & Co. January 1991 - June 1996
Skills
Disability Insurance, Employee Benefits, Insurance, Retirement Planning, Long Term Care Insurance, Equity Indexed Annuities, Executive Benefits, Fixed Annuities, Life Insurance, Investments, Wealth Accumulation..., Retirement Plan..., Strategic Financial..., Writing, Small Business, Securities
Education
The London School of Economics and Political Science (LSE) 1990 — 1991
M.Sc., Economics
Cornell University 1985 — 1988
B.S., Industrial & Labor Relations
The Citadel
J.P. Morgan Asset Management August 2014 - Present
AlbaDow Benefit Solutions January 2012 - June 2014
Dow Financial Group March 1999 - December 2011
Nicholas Applegate August 1996 - March 1998
John Nuveen & Co. January 1991 - June 1996
Skills
Disability Insurance, Employee Benefits, Insurance, Retirement Planning, Long Term Care Insurance, Equity Indexed Annuities, Executive Benefits, Fixed Annuities, Life Insurance, Investments, Wealth Accumulation..., Retirement Plan..., Strategic Financial..., Writing, Small Business, Securities
Education
The London School of Economics and Political Science (LSE) 1990 — 1991
M.Sc., Economics
Cornell University 1985 — 1988
B.S., Industrial & Labor Relations
The Citadel
Richard Duff Richard Duff's Nicholas Applegate Experience 1998 - 2001
Job President at Redwood Investment Management
Industry Investment Management
Experience
Redwood Investment Management March 2015 - Present
OMT Capital Management May 2010 - February 2015
J&W Seligman 2008 - April 2010
Harvest Capital Strategies (formerly JMP Asset Management) 2006 - 2008
BlackRock 2002 - 2005
Forward Management 2001 - 2002
Nicholas Applegate 1998 - 2001
Pacific Income Advisers 1995 - 1998
Education
University of San Francisco School of Law 1992 — 1994
JD, Law
Washington and Lee University School of Law 1991 — 1992
Law
University of California, Berkeley 1989 — 1991
BA, History
Redwood Investment Management March 2015 - Present
OMT Capital Management May 2010 - February 2015
J&W Seligman 2008 - April 2010
Harvest Capital Strategies (formerly JMP Asset Management) 2006 - 2008
BlackRock 2002 - 2005
Forward Management 2001 - 2002
Nicholas Applegate 1998 - 2001
Pacific Income Advisers 1995 - 1998
Education
University of San Francisco School of Law 1992 — 1994
JD, Law
Washington and Lee University School of Law 1991 — 1992
Law
University of California, Berkeley 1989 — 1991
BA, History
Jeremy Lehrer, CFA, CPWA, CAIA's Nicholas Applegate Experience 1998 - 1999
Job Vice President, Business Development at Matthews Asia
Industry Financial Services
Experience
Matthews Asia July 2009 - Present
Charles Schwab May 2008 - June 2009
Charles Schwab, & Co. November 2005 - May 2008
Charles Schwab July 2002 - November 2005
AdvisorTech July 1999 - April 2002
Nicholas Applegate 1998 - 1999
IBJ 1997 - 1998
Skills
Public Speaking, Mutual Funds, Asset Allocation, Investments, New Business Development, Investment Strategies, Japanese, Wine, Alternative Investments, Selling, Series 65, Asset Management, Portfolio Management, Emerging Markets, Sales
Education
UC San Diego School of Global Policy and Strategy (GPS) 1995 — 1999
MPIA
University of North Carolina at Chapel Hill 1990 — 1994
BA
Thomas Jefferson High School 1986 — 1990
High School
Matthews Asia July 2009 - Present
Charles Schwab May 2008 - June 2009
Charles Schwab, & Co. November 2005 - May 2008
Charles Schwab July 2002 - November 2005
AdvisorTech July 1999 - April 2002
Nicholas Applegate 1998 - 1999
IBJ 1997 - 1998
Skills
Public Speaking, Mutual Funds, Asset Allocation, Investments, New Business Development, Investment Strategies, Japanese, Wine, Alternative Investments, Selling, Series 65, Asset Management, Portfolio Management, Emerging Markets, Sales
Education
UC San Diego School of Global Policy and Strategy (GPS) 1995 — 1999
MPIA
University of North Carolina at Chapel Hill 1990 — 1994
BA
Thomas Jefferson High School 1986 — 1990
High School
Greg Meier's Nicholas Applegate Experience September 1999 - September 2002
Job Vice President, Strategist at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors August 2005 - Present
Allianz Global Investors January 2008 - January 2012
Allianz Global Investors August 2005 - January 2008
Cingular Wireless March 2005 - August 2005
Russell Investment Group March 2004 - October 2004
Rigel Capital Management August 2003 - March 2004
Nicholas Applegate September 1999 - September 2002
Skills
Investments, Portfolio Management, Finance, Asset Management, Investment Strategies, Mutual Funds, Financial Analysis, Financial Markets, Management, Leadership, Equities, Market Research, Equity Research, Alternative Investments, Financial Services, Economics, Investment Management, Hedge Funds, Financial Modeling, Business Development, Asset Allocation, Fixed Income, Equity Valuation, Bloomberg, Capital Markets, Economic Forecasting, Series 7, Forecasting, Marketing Communications, Wealth Management, Microsoft Excel, Trading, Emerging Markets, ETFs, Investor Relations, Series 63, Bonds, Securities, Analysis, Business Writing, Editing, Valuation, Investment Advisory, International Finance, Performance Measurement, Factset, Investment Commentary, Strategic Communications, financial writing
Education
University of Washington, Michael G. Foster School of Business 2002 — 2004
MBA, Business
The University of Montana - School of Business Administration 1994 — 1998
Bachelor of Science, Management; International Business
Western Illinois University 1992 — 1993
Benet Academy 1988 — 1992
Allianz Global Investors August 2005 - Present
Allianz Global Investors January 2008 - January 2012
Allianz Global Investors August 2005 - January 2008
Cingular Wireless March 2005 - August 2005
Russell Investment Group March 2004 - October 2004
Rigel Capital Management August 2003 - March 2004
Nicholas Applegate September 1999 - September 2002
Skills
Investments, Portfolio Management, Finance, Asset Management, Investment Strategies, Mutual Funds, Financial Analysis, Financial Markets, Management, Leadership, Equities, Market Research, Equity Research, Alternative Investments, Financial Services, Economics, Investment Management, Hedge Funds, Financial Modeling, Business Development, Asset Allocation, Fixed Income, Equity Valuation, Bloomberg, Capital Markets, Economic Forecasting, Series 7, Forecasting, Marketing Communications, Wealth Management, Microsoft Excel, Trading, Emerging Markets, ETFs, Investor Relations, Series 63, Bonds, Securities, Analysis, Business Writing, Editing, Valuation, Investment Advisory, International Finance, Performance Measurement, Factset, Investment Commentary, Strategic Communications, financial writing
Education
University of Washington, Michael G. Foster School of Business 2002 — 2004
MBA, Business
The University of Montana - School of Business Administration 1994 — 1998
Bachelor of Science, Management; International Business
Western Illinois University 1992 — 1993
Benet Academy 1988 — 1992
Daniel Farren's Nicholas Applegate Experience 1999 - 2002
Job Contract Recruiter at Savant Systems
Industry Consumer Electronics
Experience
Savant Systems August 2015 - Present
Bay State Cruise Company 2008 - Present
Pro Source Inc. January 2013 - June 2015
Aerotek 2005 - 2007
Nicholas Applegate 1999 - 2002
Nicholas Applegate 1997 - 1999
Investors Bank & Trust 1994 - 1996
Skills
Relationship Management, Client Service, Customer Service, Human Resources, Recruiting, Sourcing, Applicant Tracking..., Talent Acquisition, Interviews, Resume Writing, Financial Services, Investments, Mutual Funds, Equities, Investment Operations, Asset Managment, Screening
Education
University of Massachusetts, Amherst
Bachelor of Business Administration
Savant Systems August 2015 - Present
Bay State Cruise Company 2008 - Present
Pro Source Inc. January 2013 - June 2015
Aerotek 2005 - 2007
Nicholas Applegate 1999 - 2002
Nicholas Applegate 1997 - 1999
Investors Bank & Trust 1994 - 1996
Skills
Relationship Management, Client Service, Customer Service, Human Resources, Recruiting, Sourcing, Applicant Tracking..., Talent Acquisition, Interviews, Resume Writing, Financial Services, Investments, Mutual Funds, Equities, Investment Operations, Asset Managment, Screening
Education
University of Massachusetts, Amherst
Bachelor of Business Administration
Patrick Feller, CFA, MBA's Nicholas Applegate Experience 1998 - 1999
Job Client Portfolio Manager at GuideStone Capital Management
Industry Investment Management
Experience
Brandes Investment Partners 1999 - 2013
Nicholas-Applegate 1998 - 1999
Value Investing Partners 1994 - 1996
Skills
Value Investing, Equities, Investment Management, Portfolio Management, Asset Managment, Equity Research, Investment Strategies, Mutual Funds, Investments, Equity Valuation
Education
The University of British Columbia 1996 — 1997
Master of Business Administration (MBA)
University of California, Irvine 1991 — 1992
Teaching Certificate, High school French and History
University of Oregon 1986 — 1990
Liberal Arts, French Language and Literature
Universite de Poitiers 1988 — 1989
Junior Year Abroad, French Language and Literature
Newport Harbor
Brandes Investment Partners 1999 - 2013
Nicholas-Applegate 1998 - 1999
Value Investing Partners 1994 - 1996
Skills
Value Investing, Equities, Investment Management, Portfolio Management, Asset Managment, Equity Research, Investment Strategies, Mutual Funds, Investments, Equity Valuation
Education
The University of British Columbia 1996 — 1997
Master of Business Administration (MBA)
University of California, Irvine 1991 — 1992
Teaching Certificate, High school French and History
University of Oregon 1986 — 1990
Liberal Arts, French Language and Literature
Universite de Poitiers 1988 — 1989
Junior Year Abroad, French Language and Literature
Newport Harbor
Brant Houston's Nicholas Applegate Experience 2000 - 2003
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust July 2007 - Present
Atlantic Trust March 2012 - Present
Atlantic Trust April 2013 - Present
Atlantic Trust July 2007 - April 2013
Geronimo Financial July 2006 - April 2007
Self-employed June 2003 - June 2005
Nicholas-Applegate Capital Management April 2000 - June 2003
Nicholas Applegate 2000 - 2003
Wilshire Associates March 1998 - April 2000
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
MBA, Investment Management
California Polytechnic State University-San Luis Obispo 1994 — 1998
BS, Finance
Atlantic Trust July 2007 - Present
Atlantic Trust March 2012 - Present
Atlantic Trust April 2013 - Present
Atlantic Trust July 2007 - April 2013
Geronimo Financial July 2006 - April 2007
Self-employed June 2003 - June 2005
Nicholas-Applegate Capital Management April 2000 - June 2003
Nicholas Applegate 2000 - 2003
Wilshire Associates March 1998 - April 2000
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
MBA, Investment Management
California Polytechnic State University-San Luis Obispo 1994 — 1998
BS, Finance
Todd Spillane's Nicholas Applegate Experience 1994 - 1999
Job Chief Operating Officer at StarCompliance
Industry Financial Services
Experience
StarCompliance August 2015 - Present
INVESCO - US December 2004 - August 2015
Powershares March 2010 - December 2011
AIG 2003 - 2004
Nicholas-Applegate Capital Management 1994 - 1999
Nicholas Applegate 1994 - 1999
Skills
Mutual Funds, Securities, Alternative Investments, Hedge Funds, Series 7, Asset Management, Equities, FINRA, Risk Management, Investments, Series 63, Investment Advisory, Investment Management, Financial Services, Securities Regulation
Education
Western New England College School of Law 1984 — 1988
JD, Law
Fairfield University 1977 — 1981
Bachelor of Arts (B.A.), American Government and Politics (United States)
StarCompliance August 2015 - Present
INVESCO - US December 2004 - August 2015
Powershares March 2010 - December 2011
AIG 2003 - 2004
Nicholas-Applegate Capital Management 1994 - 1999
Nicholas Applegate 1994 - 1999
Skills
Mutual Funds, Securities, Alternative Investments, Hedge Funds, Series 7, Asset Management, Equities, FINRA, Risk Management, Investments, Series 63, Investment Advisory, Investment Management, Financial Services, Securities Regulation
Education
Western New England College School of Law 1984 — 1988
JD, Law
Fairfield University 1977 — 1981
Bachelor of Arts (B.A.), American Government and Politics (United States)
Mark Lovett's Nicholas Applegate Experience November 2003 - November 2004
Job Data Analyst at UCSF School of Medicine
Industry Information Services
Experience
UCSF School of Medicine May 2006 - Present
UCSD December 2004 - January 2006
Nicholas Applegate November 2003 - November 2004
Public Policy and Politics February 1997 - October 2003
Skills
Market Research, Data Analysis, Financial Research, Public Policy, Policy, Project Management, International Relations, Research
Education
UC San Diego School of Global Policy and Strategy (GPS) 2000 — 2002
MPIA, International Economics and Finance
University of Maryland College Park 1992 — 1996
BA, Government and Politics
UCSF School of Medicine May 2006 - Present
UCSD December 2004 - January 2006
Nicholas Applegate November 2003 - November 2004
Public Policy and Politics February 1997 - October 2003
Skills
Market Research, Data Analysis, Financial Research, Public Policy, Policy, Project Management, International Relations, Research
Education
UC San Diego School of Global Policy and Strategy (GPS) 2000 — 2002
MPIA, International Economics and Finance
University of Maryland College Park 1992 — 1996
BA, Government and Politics
Kris Jamison's Nicholas Applegate Experience 1996 - 2001
Job Executive Vice President and COO Uniplan Investment Counsel
Industry Financial Services
Experience
Uniplan Investment Counsel, Inc. April 2010 - Present
Forward Management April 2003 - March 2010
Pimco June 1996 - March 2002
Nicholas Applegate 1996 - 2001
Skills
Alternative Investments, Asset Managment, Separately Managed..., Portfolio Management, Investments, Equities, Series 7, ETFs, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Strategic Financial..., Financial Services, Series 63, Securities, Retirement Planning, Bloomberg, Fund Of Funds, FINRA, Investment Strategies, Asset Management, Investment Management, Wealth Management..., Fixed Income, Series 65, Capital Markets, Series 24, Hedge Funds
Education
Baker University
B.S. Biology
SMS
Uniplan Investment Counsel, Inc. April 2010 - Present
Forward Management April 2003 - March 2010
Pimco June 1996 - March 2002
Nicholas Applegate 1996 - 2001
Skills
Alternative Investments, Asset Managment, Separately Managed..., Portfolio Management, Investments, Equities, Series 7, ETFs, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Strategic Financial..., Financial Services, Series 63, Securities, Retirement Planning, Bloomberg, Fund Of Funds, FINRA, Investment Strategies, Asset Management, Investment Management, Wealth Management..., Fixed Income, Series 65, Capital Markets, Series 24, Hedge Funds
Education
Baker University
B.S. Biology
SMS
Rob Connin's Nicholas Applegate Experience January 1999 - June 2004
Job Managing Director Lazard Asset Management
Industry Capital Markets
Experience
Lazard Asset Management July 2004 - Present
Nicholas Applegate January 1999 - June 2004
R.V. Kuhns & Associates September 1996 - January 1999
SEI April 1995 - August 1996
Callan Associates 1992 - 1995
Skills
Asset Allocation, Investments, Investment Strategies, Mutual Funds, Asset Managment, Investment Advisory, Series 7, Endowments, Equities, Fixed Income, Alternative Investments, Portfolio Management, Wealth Management, Pension Funds, ETFs, Investment Management, Financial Markets, Institutional Investors, Hedge Funds, Relationship Management, Series 63, Institutional..., Asset Management, Institutional
Education
University of California, Berkeley 1988 — 1992
Bachelor of Arts (BA)
Lazard Asset Management July 2004 - Present
Nicholas Applegate January 1999 - June 2004
R.V. Kuhns & Associates September 1996 - January 1999
SEI April 1995 - August 1996
Callan Associates 1992 - 1995
Skills
Asset Allocation, Investments, Investment Strategies, Mutual Funds, Asset Managment, Investment Advisory, Series 7, Endowments, Equities, Fixed Income, Alternative Investments, Portfolio Management, Wealth Management, Pension Funds, ETFs, Investment Management, Financial Markets, Institutional Investors, Hedge Funds, Relationship Management, Series 63, Institutional..., Asset Management, Institutional
Education
University of California, Berkeley 1988 — 1992
Bachelor of Arts (BA)
Dan Arvidson's Nicholas Applegate Experience 1995 - 1997
Job Project Manager at ESS
Industry Information Technology and Services
Experience
Enterprise Software Solutions July 2013 - Present
Toyota/Lexus Carlsbad, Lexus Escondido March 2009 - July 2013
Ledcor October 2004 - February 2009
General Dynamics 2003 - 2004
Gateway 2002 - 2004
Crider Consulting 1997 - 2004
Warner Lambert 1999 - 2000
Warner Lambert 1997 - 1999
Nicholas Applegate 1995 - 1997
Nicholas Applegate 1993 - 1995
Skills
Project Management, Help Desk Support, Telecommunications, Facilities Management, Troubleshooting, Disaster Recovery, Data Center, Program Management, Active Directory, Process Improvement, SharePoint, Leadership, Project Planning, IT Management, Budgets, IT Service Management, Management, IT Strategy, Integration, Call Center, Software Development, Technical Documentation, Outsourcing, Data Analysis, Contract Negotiation, MS Project, Requirements Analysis, Business Intelligence, Software Documentation, Windows Server, Network Administration, Call Centers, System Deployment, Servers, System Administration, Training, Citrix, Business Analysis, Technical Support, Networking, Vendor Management, Switches, Security, Infrastructure, Virtualization, Business Process...
Education
Central Connecticut State University 1979 — 1982
Enterprise Software Solutions July 2013 - Present
Toyota/Lexus Carlsbad, Lexus Escondido March 2009 - July 2013
Ledcor October 2004 - February 2009
General Dynamics 2003 - 2004
Gateway 2002 - 2004
Crider Consulting 1997 - 2004
Warner Lambert 1999 - 2000
Warner Lambert 1997 - 1999
Nicholas Applegate 1995 - 1997
Nicholas Applegate 1993 - 1995
Skills
Project Management, Help Desk Support, Telecommunications, Facilities Management, Troubleshooting, Disaster Recovery, Data Center, Program Management, Active Directory, Process Improvement, SharePoint, Leadership, Project Planning, IT Management, Budgets, IT Service Management, Management, IT Strategy, Integration, Call Center, Software Development, Technical Documentation, Outsourcing, Data Analysis, Contract Negotiation, MS Project, Requirements Analysis, Business Intelligence, Software Documentation, Windows Server, Network Administration, Call Centers, System Deployment, Servers, System Administration, Training, Citrix, Business Analysis, Technical Support, Networking, Vendor Management, Switches, Security, Infrastructure, Virtualization, Business Process...
Education
Central Connecticut State University 1979 — 1982
Linda Ba's Nicholas Applegate Experience March 2003 - December 2006
Job Post Advisory Group
Industry Financial Services
Experience
Post Advisory Group December 2012 - Present
UCLA Investment Company 2010 - November 2012
Giovine Investment Partners 2007 - 2009
Nicholas Applegate March 2003 - December 2006
Artisan Partners 2001 - 2003
Putnam Investments June 1997 - December 2000
Credit Suisse June 1994 - July 1995
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Portfolio Management, Asset Managment, Valuation, Investments, Financial Modeling, Due Diligence, Asset Allocation, Bloomberg, Equity Research, Investment Strategies, Private Equity, Investment Management, Financial Analysis, Mutual Funds, Emerging Markets, Investment Banking
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
University of Pennsylvania 1988 — 1992
BA / BS, History / Economics
University of Pennsylvania - The Wharton School 1988 — 1992
BS/BA, Economics/History
Post Advisory Group December 2012 - Present
UCLA Investment Company 2010 - November 2012
Giovine Investment Partners 2007 - 2009
Nicholas Applegate March 2003 - December 2006
Artisan Partners 2001 - 2003
Putnam Investments June 1997 - December 2000
Credit Suisse June 1994 - July 1995
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Portfolio Management, Asset Managment, Valuation, Investments, Financial Modeling, Due Diligence, Asset Allocation, Bloomberg, Equity Research, Investment Strategies, Private Equity, Investment Management, Financial Analysis, Mutual Funds, Emerging Markets, Investment Banking
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
University of Pennsylvania 1988 — 1992
BA / BS, History / Economics
University of Pennsylvania - The Wharton School 1988 — 1992
BS/BA, Economics/History
Chris McCaman, CFA's Nicholas Applegate Experience March 1993 - April 2000
Job Managing Partner at Del Mar Wealth Management
Industry Financial Services
Experience
Del Mar Wealth Management October 2012 - Present
JPMorgan Chase February 2009 - October 2012
Stratus Consulting Management Inc. August 2007 - December 2008
J.R. Investment Properties December 2005 - August 2007
SCM Capital Management April 2000 - December 2005
Nicholas Applegate March 1993 - April 2000
Wilshire Associates 1989 - 1990
Skills
Asset Management, Investments, Portfolio Management, High Net Worth..., Mortgage, Real Estate, Asset, Economics, Savings, Investment Strategies, Financial Planning, Asset Allocation, Portfolios, Small Business, Analysis, Series 7, Equities, Wealth Management, Business Planning, Business Strategy, Retirement Planning, Securities, Investment Advisory, Management Consulting, Bonds, Retirement, Hedge Funds, Wealth, LLC, Investors, Financial Advisory, Options, Valuation, Alternative Investments, Stocks, Risk, Mutual Funds, Compliance, Asset Managment, ETFs, Financial Risk, Series 63
Education
San Diego State University-California State University 1991 — 1993
MBA, Finance
University of California, San Diego 1982 — 1987
BA, Economics
Del Mar Wealth Management October 2012 - Present
JPMorgan Chase February 2009 - October 2012
Stratus Consulting Management Inc. August 2007 - December 2008
J.R. Investment Properties December 2005 - August 2007
SCM Capital Management April 2000 - December 2005
Nicholas Applegate March 1993 - April 2000
Wilshire Associates 1989 - 1990
Skills
Asset Management, Investments, Portfolio Management, High Net Worth..., Mortgage, Real Estate, Asset, Economics, Savings, Investment Strategies, Financial Planning, Asset Allocation, Portfolios, Small Business, Analysis, Series 7, Equities, Wealth Management, Business Planning, Business Strategy, Retirement Planning, Securities, Investment Advisory, Management Consulting, Bonds, Retirement, Hedge Funds, Wealth, LLC, Investors, Financial Advisory, Options, Valuation, Alternative Investments, Stocks, Risk, Mutual Funds, Compliance, Asset Managment, ETFs, Financial Risk, Series 63
Education
San Diego State University-California State University 1991 — 1993
MBA, Finance
University of California, San Diego 1982 — 1987
BA, Economics
Aaron Bolton's Nicholas Applegate Experience 2000 - 2002
Job Portfolio Control Manager at Capital Group Companies
Industry Financial Services
Experience
Investment Manager 2002 - Present
Nicholas Applegate 2000 - 2002
Skills
Asset Management, Bloomberg, Equities, Equity Research, Financial Services, Fixed Income, Investments, Mutual Funds, Portfolio Management
Education
University of California, San Diego 1996 — 2000
Investment Manager 2002 - Present
Nicholas Applegate 2000 - 2002
Skills
Asset Management, Bloomberg, Equities, Equity Research, Financial Services, Fixed Income, Investments, Mutual Funds, Portfolio Management
Education
University of California, San Diego 1996 — 2000
Randy Zickert's Nicholas Applegate Experience ProgrammerAllianz Global Investors1998 - Present
Job Engineer at Nicholas Applegate
Industry Investment Management
Experience
Nicholas Applegate ProgrammerAllianz Global Investors1998 - Present
Nicholas Applegate Capital Management 1997 - Present
Zoological Society of San Diego 1987 - 1997
Price Club/Costco Wholesale 1988 - 1993
Price Club/Costco Wholesale 1988 - 1993
CSC June 1986 - June 1990
Skills
Equities
Education
San Diego State University-California State University
Nicholas Applegate ProgrammerAllianz Global Investors1998 - Present
Nicholas Applegate Capital Management 1997 - Present
Zoological Society of San Diego 1987 - 1997
Price Club/Costco Wholesale 1988 - 1993
Price Club/Costco Wholesale 1988 - 1993
CSC June 1986 - June 1990
Skills
Equities
Education
San Diego State University-California State University
Glen Brieva's Nicholas Applegate Experience October 2001 - April 2005
Job IT Operations Associate, Web Development
Industry Capital Markets
Experience
Mischler Financial Group February 2010 - Present
Western Asset Management Co. March 2007 - March 2009
Western Asset Management Co. April 2005 - March 2007
Nicholas Applegate October 2001 - April 2005
Sundial Marketplace Corporation June 2001 - August 2001
Skills
Settlement, Project Management, Bloomberg, Derivatives, Trading, Hedge Funds, Equities, Options, Fixed Income, Electronic Trading, Trading Systems
Education
San Diego State University-California State University 1999 — 2003
Bachelor of Science, Business Administration: Information and Decision Systems
Mischler Financial Group February 2010 - Present
Western Asset Management Co. March 2007 - March 2009
Western Asset Management Co. April 2005 - March 2007
Nicholas Applegate October 2001 - April 2005
Sundial Marketplace Corporation June 2001 - August 2001
Skills
Settlement, Project Management, Bloomberg, Derivatives, Trading, Hedge Funds, Equities, Options, Fixed Income, Electronic Trading, Trading Systems
Education
San Diego State University-California State University 1999 — 2003
Bachelor of Science, Business Administration: Information and Decision Systems
Thomas Bleakley's Nicholas Applegate Experience April 1995 - October 2002
Job Partner at Malahat Spirits
Industry Financial Services
Experience
Malahat Spirits LLC 2012 - Present
Imola Investments August 2007 - April 2009
Nicholas Applegate April 1995 - October 2002
American Century 1993 - 1995
Skills
Asset Management, Equities, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Hedge Funds, Investment Strategies, Investment Management, Mutual Funds, Fixed Income, Valuation, Investment Advisory, Securities
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
Boston University Questrom School of Business 1983 — 1987
Malahat Spirits LLC 2012 - Present
Imola Investments August 2007 - April 2009
Nicholas Applegate April 1995 - October 2002
American Century 1993 - 1995
Skills
Asset Management, Equities, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Hedge Funds, Investment Strategies, Investment Management, Mutual Funds, Fixed Income, Valuation, Investment Advisory, Securities
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
Boston University Questrom School of Business 1983 — 1987
Charles Herbert, CFP®'s Nicholas Applegate Experience 1998 - 2000
Job Experienced Sales Professional and Relationship Builder
Industry Investment Management
Experience
Bradley, Foster & Sargent, Inc. June 2003 - Present
Bradley, Foster & Sargent, Inc. June 2003 - Present
reSET 2010 - March 2013
Holy Family Passionist Monastery & Retreat Center 1995 - 2013
Peer to Peer 2009 - 2010
Russell Investments 2000 - 2002
Nicholas Applegate 1998 - 2000
CIGNA 1996 - 1998
Skills
Wealth Management, Financial Planning, Marketing Strategy, Sales Management, Business Development, Investment Management, Certified Financial..., MBA, Strategic Financial..., Alternative Investments, Investments, Investment Advisory, Marketing, Strategy, Strategic Planning, Finance, Asset Management, Due Diligence, Small Business, Asset Allocation, Mutual Funds, New Business Development, Management, Portfolio Management, Equities, Executive Management, Financial Analysis, Valuation, Mergers & Acquisitions, Series 7
Education
California Lutheran University 2009 — 2011
MBA, Finance
Rochester Institute of Technology 1979 — 1982
B.S.
College of the Holy Cross 1977 — 1979
Kingswood-Oxford 1974 — 1976
St. Thomas Academy 1972 — 1974
St. Thomas Academy
Bradley, Foster & Sargent, Inc. June 2003 - Present
Bradley, Foster & Sargent, Inc. June 2003 - Present
reSET 2010 - March 2013
Holy Family Passionist Monastery & Retreat Center 1995 - 2013
Peer to Peer 2009 - 2010
Russell Investments 2000 - 2002
Nicholas Applegate 1998 - 2000
CIGNA 1996 - 1998
Skills
Wealth Management, Financial Planning, Marketing Strategy, Sales Management, Business Development, Investment Management, Certified Financial..., MBA, Strategic Financial..., Alternative Investments, Investments, Investment Advisory, Marketing, Strategy, Strategic Planning, Finance, Asset Management, Due Diligence, Small Business, Asset Allocation, Mutual Funds, New Business Development, Management, Portfolio Management, Equities, Executive Management, Financial Analysis, Valuation, Mergers & Acquisitions, Series 7
Education
California Lutheran University 2009 — 2011
MBA, Finance
Rochester Institute of Technology 1979 — 1982
B.S.
College of the Holy Cross 1977 — 1979
Kingswood-Oxford 1974 — 1976
St. Thomas Academy 1972 — 1974
St. Thomas Academy
Christine Ho's Nicholas Applegate Experience November 2000 - March 2003
Job Planning Manager at Ralph Lauren
Industry Retail
Experience
Ralph Lauren October 2012 - Present
Tommy Hilfiger July 2011 - September 2012
Burberry January 2010 - July 2011
Williams-Sonoma, Inc. December 2008 - December 2009
Williams-Sonoma, Inc. August 2006 - December 2008
Gap, Inc. September 2005 - August 2006
Gap Inc. March 2005 - September 2005
Gap Inc. October 2004 - March 2005
Automatic Bar Controls March 2003 - October 2004
Nicholas Applegate November 2000 - March 2003
Education
University of California, San Diego 1999 — 2001
Bachelor of Arts, Economics
De Anza College 1997 — 1999
Associate in Arts, General Studies
Ralph Lauren October 2012 - Present
Tommy Hilfiger July 2011 - September 2012
Burberry January 2010 - July 2011
Williams-Sonoma, Inc. December 2008 - December 2009
Williams-Sonoma, Inc. August 2006 - December 2008
Gap, Inc. September 2005 - August 2006
Gap Inc. March 2005 - September 2005
Gap Inc. October 2004 - March 2005
Automatic Bar Controls March 2003 - October 2004
Nicholas Applegate November 2000 - March 2003
Education
University of California, San Diego 1999 — 2001
Bachelor of Arts, Economics
De Anza College 1997 — 1999
Associate in Arts, General Studies
Scott York's Nicholas Applegate Experience February 2001 - October 2001
Job Professional Experience: Financial Planning and Analysis
Industry Financial Services
Experience
Western Asset Management February 2006 - January 2007
Western Asset Management 2006 - 2007
Western Financial Bank July 2005 - October 2005
TD Waterhouse September 2004 - December 2004
Morgan Stanley June 2003 - July 2004
Nicholas Applegate February 2001 - October 2001
Education
California State University-Northridge 1996 — 2000
BS
Western Asset Management February 2006 - January 2007
Western Asset Management 2006 - 2007
Western Financial Bank July 2005 - October 2005
TD Waterhouse September 2004 - December 2004
Morgan Stanley June 2003 - July 2004
Nicholas Applegate February 2001 - October 2001
Education
California State University-Northridge 1996 — 2000
BS
Charmaine Gary's Nicholas Applegate Experience June 2002 - August 2003
Job Recruiting Coordinator at Solar Turbines
Industry Oil & Energy
Experience
Solar Turbines November 2013 - Present
Solar Turbines November 2010 - November 2013
All Star International April 2010 - October 2010
Northrop Grumman June 2009 - August 2009
EDS an HP Company July 2008 - December 2008
EDS an HP Company July 2006 - July 2008
EDS an HP Company October 2003 - July 2006
Nicholas Applegate June 2002 - August 2003
SAIC June 2000 - June 2002
Resources Connection October 1999 - May 2000
Skills
PeopleSoft, Lotus Notes, Microsoft Office, Microsoft Word, Microsoft Excel, People-oriented, Human Resources, Leadership
Education
University of California, San Diego 2000 — 2003
Human Resources Management Certificate
Solar Turbines November 2013 - Present
Solar Turbines November 2010 - November 2013
All Star International April 2010 - October 2010
Northrop Grumman June 2009 - August 2009
EDS an HP Company July 2008 - December 2008
EDS an HP Company July 2006 - July 2008
EDS an HP Company October 2003 - July 2006
Nicholas Applegate June 2002 - August 2003
SAIC June 2000 - June 2002
Resources Connection October 1999 - May 2000
Skills
PeopleSoft, Lotus Notes, Microsoft Office, Microsoft Word, Microsoft Excel, People-oriented, Human Resources, Leadership
Education
University of California, San Diego 2000 — 2003
Human Resources Management Certificate
Jim Ramm's Nicholas Applegate Experience 2000 - 2003
Job Corporate Action Team Leader
Industry Financial Services
Experience
Brandes Investment Partners, L.P. October 2003 - Present
Hendrick Appraiser 2002 - 2004
Nicholas Applegate 2000 - 2003
Skills
Fixed Income, Mutual Funds, Microsoft Office, Portfolio Management, Equities, Asset Management, Investments, Asset Allocation, Securities, Investment Management, Separately Managed..., Valuation, Investment Strategies, Bonds, Investment Advisory, Bloomberg, Series 63, ETFs
Education
San Diego State University-California State University 1994 — 1999
Brandes Investment Partners, L.P. October 2003 - Present
Hendrick Appraiser 2002 - 2004
Nicholas Applegate 2000 - 2003
Skills
Fixed Income, Mutual Funds, Microsoft Office, Portfolio Management, Equities, Asset Management, Investments, Asset Allocation, Securities, Investment Management, Separately Managed..., Valuation, Investment Strategies, Bonds, Investment Advisory, Bloomberg, Series 63, ETFs
Education
San Diego State University-California State University 1994 — 1999
Anne Vu's Nicholas Applegate Experience 1999 - Present
Job Senior Business Analyst at Allianz
Industry Investment Management
Experience
Allianz Global Investors 1999 - Present
Nicholas applegate 1999 - Present
Northrop Grumman July 1997 - October 1999
Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Financial Analysis, Investment Management, Asset Management, Investments
Education
California State University-San Marcos - College of Business Administration 1997 — 1999
MBA
University of California, San Diego 1992 — 1996
BS, Management Science
Allianz Global Investors 1999 - Present
Nicholas applegate 1999 - Present
Northrop Grumman July 1997 - October 1999
Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Financial Analysis, Investment Management, Asset Management, Investments
Education
California State University-San Marcos - College of Business Administration 1997 — 1999
MBA
University of California, San Diego 1992 — 1996
BS, Management Science
Eswar Menon's Nicholas Applegate Experience June 1995 - July 1999
Job Portfolio Manager at Geneva Investment Management
Industry Investment Management
Experience
Geneva Investment Management January 2014 - Present
WHV Investment Management, Inc. April 2010 - December 2013
GCA January 2009 - March 2010
Denahi Global Investments March 2005 - September 2008
Loomis Sayles July 1999 - December 2004
Nicholas Applegate June 1995 - July 1999
Integrated Device Technology February 1989 - September 1993
Skills
Portfolio Management, Emerging Markets, Equities, Hedge Funds, Bloomberg, Investments, Start-ups, Equity Research, Asset Management
Education
University of Chicago 1993 — 1995
MBA, Finance & Marketing
University of California, Santa Barbara 1986 — 1989
MS, Electrical Engineering
Indian Institute of Technology, Madras 1982 — 1986
B.Tech, Electrical Engineering
Geneva Investment Management January 2014 - Present
WHV Investment Management, Inc. April 2010 - December 2013
GCA January 2009 - March 2010
Denahi Global Investments March 2005 - September 2008
Loomis Sayles July 1999 - December 2004
Nicholas Applegate June 1995 - July 1999
Integrated Device Technology February 1989 - September 1993
Skills
Portfolio Management, Emerging Markets, Equities, Hedge Funds, Bloomberg, Investments, Start-ups, Equity Research, Asset Management
Education
University of Chicago 1993 — 1995
MBA, Finance & Marketing
University of California, Santa Barbara 1986 — 1989
MS, Electrical Engineering
Indian Institute of Technology, Madras 1982 — 1986
B.Tech, Electrical Engineering
Arthur B. Laffer Jr.'s Nicholas Applegate Experience 1997 - 1998
Job President at Laffer Investments
Industry Financial Services
Experience
Laffer Investments January 1999 - Present
Laffer Associates 1998 - Present
Nicholas Applegate 1997 - 1998
Putnam Investments January 1992 - July 1997
Skills
Investments, Asset Managment, Portfolio Management, Equities, Wealth Management, Alternative Investments, Asset Allocation, Hedge Funds, Mutual Funds, Investment Strategies, Securities, Investment Advisory, Series 63, Equity Research, Investment Management, Bonds, Bloomberg, Series 24, Private Equity, ETFs, Capital Markets, Retirement Planning, Financial Advisory, Trading Systems, Financial Services, Valuation, Venture Capital, Trading, Wealth Management..., Investor Relations, Due Diligence, Retirement, Investment Banking, Emerging Markets, Asset Management, Financial Markets, Options
Education
University of Arizona 1985 — 1989
The Webb School of California 1983 — 1985
Laffer Investments January 1999 - Present
Laffer Associates 1998 - Present
Nicholas Applegate 1997 - 1998
Putnam Investments January 1992 - July 1997
Skills
Investments, Asset Managment, Portfolio Management, Equities, Wealth Management, Alternative Investments, Asset Allocation, Hedge Funds, Mutual Funds, Investment Strategies, Securities, Investment Advisory, Series 63, Equity Research, Investment Management, Bonds, Bloomberg, Series 24, Private Equity, ETFs, Capital Markets, Retirement Planning, Financial Advisory, Trading Systems, Financial Services, Valuation, Venture Capital, Trading, Wealth Management..., Investor Relations, Due Diligence, Retirement, Investment Banking, Emerging Markets, Asset Management, Financial Markets, Options
Education
University of Arizona 1985 — 1989
The Webb School of California 1983 — 1985
Ruihua Weng's Nicholas Applegate Experience 2004 - 2004
Job Seior Biostatistician at Quintiles
Industry Biotechnology
Experience
Quintiles July 2011 - Present
Alere, Inc. March 2010 - June 2011
Premier Research Group 2007 - March 2010
Alza, J&J June 2007 - September 2007
Hollis Eden October 2004 - May 2007
Nicholas Applegate 2004 - 2004
Dongfang Electric Corporation 1988 - 1995
Skills
Biostatistics, CRO, SAS, Survival Analysis, Clinical Data Management
Education
San Diego State University-California State University 2001 — 2004
MS, Statistics
Shanghai Jiao Tong University 1985 — 1988
MS, Material Engineering
Shanghai Jiao Tong University 1978 — 1982
BS, Material Engineering
Quintiles July 2011 - Present
Alere, Inc. March 2010 - June 2011
Premier Research Group 2007 - March 2010
Alza, J&J June 2007 - September 2007
Hollis Eden October 2004 - May 2007
Nicholas Applegate 2004 - 2004
Dongfang Electric Corporation 1988 - 1995
Skills
Biostatistics, CRO, SAS, Survival Analysis, Clinical Data Management
Education
San Diego State University-California State University 2001 — 2004
MS, Statistics
Shanghai Jiao Tong University 1985 — 1988
MS, Material Engineering
Shanghai Jiao Tong University 1978 — 1982
BS, Material Engineering
Jon Hoover's Nicholas Applegate Experience 1998 - 2000
Job Principal Technical Analyst, Sharp HealthCare
Industry Information Technology and Services
Experience
Sharp HealthCare July 2003 - Present
Stellcom 2000 - 2002
Nicholas Applegate 1998 - 2000
San Diego Municipal Court 1995 - 1998
County of San Diego 1994 - 1995
Education
University of California, San Diego
Psychology, Cognitive Science
Sharp HealthCare July 2003 - Present
Stellcom 2000 - 2002
Nicholas Applegate 1998 - 2000
San Diego Municipal Court 1995 - 1998
County of San Diego 1994 - 1995
Education
University of California, San Diego
Psychology, Cognitive Science
Stuart Leitner's Nicholas Applegate Experience 1996 - 2002
Job Investment Management Professional
Industry Investment Management
Experience
Nicholas-Applegate Capital Management 2002 - 2005
Nicholas Applegate 1996 - 2002
Nicholas Applegate 1995 - 1996
Nicholas Applegate 1992 - 1994
Skills
Equities
Education
San Diego State University-California State University 1980 — 1984
Bachelor of Science in Business Administration, Finance
Nicholas-Applegate Capital Management 2002 - 2005
Nicholas Applegate 1996 - 2002
Nicholas Applegate 1995 - 1996
Nicholas Applegate 1992 - 1994
Skills
Equities
Education
San Diego State University-California State University 1980 — 1984
Bachelor of Science in Business Administration, Finance
Ken Mota's Nicholas Applegate Experience 1992 - 1999
Job VP Client Service at GlobeFlex
Industry Investment Management
Experience
GlobeFlex 2002 - Present
ULLICO 1999 - 2001
Nicholas-Applegate Capital Management 1992 - 1999
Nicholas Applegate 1992 - 1999
First Afiiliated Securities 1989 - 1992
Skills
Asset Allocation, Financial Services, New Business Development, Finance, Investment Management, Asset Management, Management, Mutual Funds, ETFs, Leadership, Series 7, Asset Managment, Portfolio Optimization
Education
University of Colorado Boulder 1988 — 1989
BS, Business Finance
Fort Lewis College 1986 — 1987
GlobeFlex 2002 - Present
ULLICO 1999 - 2001
Nicholas-Applegate Capital Management 1992 - 1999
Nicholas Applegate 1992 - 1999
First Afiiliated Securities 1989 - 1992
Skills
Asset Allocation, Financial Services, New Business Development, Finance, Investment Management, Asset Management, Management, Mutual Funds, ETFs, Leadership, Series 7, Asset Managment, Portfolio Optimization
Education
University of Colorado Boulder 1988 — 1989
BS, Business Finance
Fort Lewis College 1986 — 1987
Tomsoo Kang's Nicholas Applegate Experience 1991 - 1997
Job System Administrator at iApprove Lending
Industry Information Technology and Services
Experience
iApprove Lending May 2013 - Present
United Technologies January 2012 - May 2013
Hi-Tek, Inc. January 2011 - January 2012
Toyota of Carlsbad January 2011 - January 2012
Pfizer Pharmaceuticals 2000 - 2003
Agouron Pharmaceuticals 1998 - 2000
Clinicom 1997 - 1998
Nicholas Applegate 1991 - 1997
Skills
IT Management, SharePoint, System Administration, Sales, Business Analysis, Networking, Troubleshooting, Disaster Recovery, Training, Windows, Management, Process Improvement, Vendor Management, Program Management, Security, Integration, Data Center, Software Documentation, ITIL, IT Service Management, Windows Server, System Deployment, Active Directory, Microsoft Exchange, Virtualization, VMware, Linux, Microsoft SQL Server, Blackberry Enterprise..., IT Strategy, Cloud Computing, SQL, Software Development, Requirements Analysis, MS Project, PMP, Databases
Education
University of Phoenix 2001 — 2004
B.S., Information System
San Diego State University-California State University
iApprove Lending May 2013 - Present
United Technologies January 2012 - May 2013
Hi-Tek, Inc. January 2011 - January 2012
Toyota of Carlsbad January 2011 - January 2012
Pfizer Pharmaceuticals 2000 - 2003
Agouron Pharmaceuticals 1998 - 2000
Clinicom 1997 - 1998
Nicholas Applegate 1991 - 1997
Skills
IT Management, SharePoint, System Administration, Sales, Business Analysis, Networking, Troubleshooting, Disaster Recovery, Training, Windows, Management, Process Improvement, Vendor Management, Program Management, Security, Integration, Data Center, Software Documentation, ITIL, IT Service Management, Windows Server, System Deployment, Active Directory, Microsoft Exchange, Virtualization, VMware, Linux, Microsoft SQL Server, Blackberry Enterprise..., IT Strategy, Cloud Computing, SQL, Software Development, Requirements Analysis, MS Project, PMP, Databases
Education
University of Phoenix 2001 — 2004
B.S., Information System
San Diego State University-California State University
Tina D. Tian's Nicholas Applegate Experience 2008 - 2008
Job Research Analyst
Industry Investment Management
Experience
Oppenheimer Capital 2009 - Present
Nicholas Applegate 2008 - 2008
Guotai Jun'an Allianz Fund Management 2003 - 2007
Skills
Equity Research, Bloomberg
Education
Yale University - Yale School of Management 2007 — 2009
MBA, Finance
London School of Economics and Political Science
Finance
Peking University
BA, Economics/ English Literature
Oppenheimer Capital 2009 - Present
Nicholas Applegate 2008 - 2008
Guotai Jun'an Allianz Fund Management 2003 - 2007
Skills
Equity Research, Bloomberg
Education
Yale University - Yale School of Management 2007 — 2009
MBA, Finance
London School of Economics and Political Science
Finance
Peking University
BA, Economics/ English Literature
Ben Travers's Nicholas Applegate Experience 1995 - 1999
Job Executive Director, CIMA®, CRPC®, CRPS® J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2009 - Present
Morgan Stanley Investment Management December 2006 - July 2009
AllianceBernstein Investment Management March 1999 - December 2006
Nicholas Applegate 1995 - 1999
Education
St. Lawrence University 1988 — 1992
B.A., Economics
J.P. Morgan Asset Management September 2009 - Present
Morgan Stanley Investment Management December 2006 - July 2009
AllianceBernstein Investment Management March 1999 - December 2006
Nicholas Applegate 1995 - 1999
Education
St. Lawrence University 1988 — 1992
B.A., Economics
Joe Devine's Nicholas Applegate Experience July 2005 - July 2007
Job Head of Global exUS Growth Equities, Senior Portfolio Manager, Emerging Markets Growth & Asia exJapan Growth
Industry Investment Management
Experience
UBS Global Asset Management July 2007 - Present
Nicholas Applegate July 2005 - July 2007
Skills
Hedge Funds, Equities, Investments, Asset Managment, Alternative Investments, Asset Allocation, Emerging Markets, Investment Management, Bloomberg, Portfolio Management, Investment Strategies, Trading, Fixed Income, Equity Research, Asset Management
Education
University of Southern California - Marshall School of Business 2008 — 2010
Master of Business Administration (MBA)
University of Southern California 1988 — 1993
BS, Policy, Planning, and Development
Jesuit High School Sacramento 1984 — 1988
UBS Global Asset Management July 2007 - Present
Nicholas Applegate July 2005 - July 2007
Skills
Hedge Funds, Equities, Investments, Asset Managment, Alternative Investments, Asset Allocation, Emerging Markets, Investment Management, Bloomberg, Portfolio Management, Investment Strategies, Trading, Fixed Income, Equity Research, Asset Management
Education
University of Southern California - Marshall School of Business 2008 — 2010
Master of Business Administration (MBA)
University of Southern California 1988 — 1993
BS, Policy, Planning, and Development
Jesuit High School Sacramento 1984 — 1988
Danielle Lindsay's Nicholas Applegate Experience September 1987 - February 1991
Job Senior Compliance Analyst
Industry Financial Services
Experience
Brandes Investment Partners September 1994 - Present
Brandes Investment Partners 2005 - 2010
Brandes Investment Partners 2005 - 2010
Nicholas Applegate September 1987 - February 1991
California First Bank January 1981 - August 1987
Education
California State University San Marcos 1992 — 1994
B.A., Economics
San Diego State University-California State University 1980 — 1983
B.A., Business
Brandes Investment Partners September 1994 - Present
Brandes Investment Partners 2005 - 2010
Brandes Investment Partners 2005 - 2010
Nicholas Applegate September 1987 - February 1991
California First Bank January 1981 - August 1987
Education
California State University San Marcos 1992 — 1994
B.A., Economics
San Diego State University-California State University 1980 — 1983
B.A., Business
Robert Eichel's Nicholas Applegate Experience 1997 - 1999
Job Consolidation Consultant at John Hancock
Industry Financial Services
Experience
John Hancock May 2012 - Present
Lovejoy Associates September 2010 - Present
Nordstrom 2010 - Present
Diversified Investment Advisors November 2008 - July 2010
DIVERSIFIED INVESTMENT ADVISORS/TRANSAMERICA RETIREMENT SVCS January 2008 - June 2010
Nationwide Insurance March 2006 - July 2008
JANNEY MONTGOMERY SCOTT, LLC September 1999 - March 2006
Janney Montgomery Scott 1999 - 2006
Nicholas Applegate 1997 - 1999
PaineWebber September 1995 - September 1997
Education
Boston University
BA, History
Boston University
BA, History
New York University School of Law
LL M, Taxation
Ohio State University College of Law
Juris Doctor
The Ohio State University Moritz College of Law
JD, Law
John Hancock May 2012 - Present
Lovejoy Associates September 2010 - Present
Nordstrom 2010 - Present
Diversified Investment Advisors November 2008 - July 2010
DIVERSIFIED INVESTMENT ADVISORS/TRANSAMERICA RETIREMENT SVCS January 2008 - June 2010
Nationwide Insurance March 2006 - July 2008
JANNEY MONTGOMERY SCOTT, LLC September 1999 - March 2006
Janney Montgomery Scott 1999 - 2006
Nicholas Applegate 1997 - 1999
PaineWebber September 1995 - September 1997
Education
Boston University
BA, History
Boston University
BA, History
New York University School of Law
LL M, Taxation
Ohio State University College of Law
Juris Doctor
The Ohio State University Moritz College of Law
JD, Law
Jayme Fowler's Nicholas Applegate Experience 1995 - 2001
Job VP, CIMA, at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds May 2005 - Present
Trust Company of the West January 2002 - March 2005
Nicholas Applegate 1995 - 2001
American Capital 1987 - 1994
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Alternative Investments, Investments, Wealth Management, Asset Managment, Investment Strategies, Portfolio Management, Hedge Funds, Equities, Securities, Asset Allocation, Investment Management, Relationship Management, Asset Management, Financial Services, Financial Advisory, Investment Advisory, ETFs, 401k, Series 65, Retirement Planning, Retirement
Education
Harvard University Kennedy School of Government 2001 — 2001
The Program on Investment Decisions & Behavioral Finance
IMCA/Wharton 1997 — 1997
CIMA, Investment Consulting
University of Arkansas 1977 — 1982
BSBA, Finance, The Sam Walton College of Business
Tulsa Memorial 1975 — 1977
General Studies
Oppenheimer Funds May 2005 - Present
Trust Company of the West January 2002 - March 2005
Nicholas Applegate 1995 - 2001
American Capital 1987 - 1994
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Alternative Investments, Investments, Wealth Management, Asset Managment, Investment Strategies, Portfolio Management, Hedge Funds, Equities, Securities, Asset Allocation, Investment Management, Relationship Management, Asset Management, Financial Services, Financial Advisory, Investment Advisory, ETFs, 401k, Series 65, Retirement Planning, Retirement
Education
Harvard University Kennedy School of Government 2001 — 2001
The Program on Investment Decisions & Behavioral Finance
IMCA/Wharton 1997 — 1997
CIMA, Investment Consulting
University of Arkansas 1977 — 1982
BSBA, Finance, The Sam Walton College of Business
Tulsa Memorial 1975 — 1977
General Studies
Donny Puspos's Nicholas Applegate Experience March 1997 - October 1998
Job at NPA
Industry Wireless
Experience
National Powersport Auctions January 2009 - Present
CalAmp September 2004 - December 2008
Reed Elsevier May 2004 - September 2004
Verizon September 2000 - December 2003
Freeman Associates Investment Management October 1998 - August 2000
Nicholas Applegate March 1997 - October 1998
First Internet Alliance February 1996 - March 1997
Education
San Diego State University-California State University
National Powersport Auctions January 2009 - Present
CalAmp September 2004 - December 2008
Reed Elsevier May 2004 - September 2004
Verizon September 2000 - December 2003
Freeman Associates Investment Management October 1998 - August 2000
Nicholas Applegate March 1997 - October 1998
First Internet Alliance February 1996 - March 1997
Education
San Diego State University-California State University
James Sorey's Nicholas Applegate Experience 1997 - 1999
Job Vice President at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group February 2015 - Present
LPL Financial October 2013 - January 2015
LPL Financial Services January 2007 - September 2013
LPL Financial January 2002 - 2007
New York Life Insurance Company 2000 - 2001
Transamerica Financial Solutions 1999 - 2000
Nicholas Applegate 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Sales Management, Salesforce.com, Recruitment/Retention, Business Strategy, Strategic Planning, Recruiting, Management, Portfolio Management, Securities, Asset Management, Business Development, Finance, Financial Services, Investments, Series 63, Series 7, Investment Advisory, Mutual Funds, Retirement Planning, Wealth Management
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2011
MBA, Management
LSU 1991 — 1995
BA, International Trade and Finance
Lincoln Financial Group February 2015 - Present
LPL Financial October 2013 - January 2015
LPL Financial Services January 2007 - September 2013
LPL Financial January 2002 - 2007
New York Life Insurance Company 2000 - 2001
Transamerica Financial Solutions 1999 - 2000
Nicholas Applegate 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Sales Management, Salesforce.com, Recruitment/Retention, Business Strategy, Strategic Planning, Recruiting, Management, Portfolio Management, Securities, Asset Management, Business Development, Finance, Financial Services, Investments, Series 63, Series 7, Investment Advisory, Mutual Funds, Retirement Planning, Wealth Management
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2011
MBA, Management
LSU 1991 — 1995
BA, International Trade and Finance
Lindsey Lambert Kidder's Nicholas Applegate Experience 1991 - June 1996
Job Financial Services Professional Sales and Marketing
Industry Financial Services
Experience
Eaton Vance August 2001 - January 2007
Morgan Stanley June 1996 - August 2002
Nicholas Applegate 1991 - June 1996
Education
University of San Diego
MBA
University of North Carolina at Chapel Hill 1980 — 1984
BS, Business Administration
Eaton Vance August 2001 - January 2007
Morgan Stanley June 1996 - August 2002
Nicholas Applegate 1991 - June 1996
Education
University of San Diego
MBA
University of North Carolina at Chapel Hill 1980 — 1984
BS, Business Administration
Danielle Lindsay's Nicholas Applegate Experience August 1987 - January 1991
Job Portfolio Associate at WheelerFrost Wealth Managers
Industry Investment Management
Experience
WheelerFrost - Wealth Managers March 2015 - Present
San Diego Wealth Management / SagePoint Financial May 2014 - March 2015
Brandes Investment Partners May 2006 - January 2012
Brandes Investment Partners 2001 - 2006
Brandes Investment Partners 1994 - 2001
Nicholas Applegate August 1987 - January 1991
Skills
Compliance Audits, Risk Assessment, Trading, Mutual Funds, Investment Advisory, Regulatory Analysis, SEC reporting, Portfolio Management, Securities, Investments, Asset Management, Investment Strategies, Investment Management, Equities, Financial Services, Asset Allocation, Fixed Income, Alternative Investments, Capital Markets, Data Analysis, Charles River IMS, Cross-functional Team..., Bloomberg Terminal, Account Reconciliation, Policy, SEC filings, Hedge Funds, Training, ETFs, Valuation, Financial Analysis, Trading Systems, Due Diligence, Management, Financial Modeling, Private Equity, FINRA, Analysis, Auditing, Bloomberg, Equity Research
Education
University of California, San Diego 2013 — 2013
Accounting Certification
California State University-San Marcos 1992 — 1994
Bachelor's degree, Economics
WheelerFrost - Wealth Managers March 2015 - Present
San Diego Wealth Management / SagePoint Financial May 2014 - March 2015
Brandes Investment Partners May 2006 - January 2012
Brandes Investment Partners 2001 - 2006
Brandes Investment Partners 1994 - 2001
Nicholas Applegate August 1987 - January 1991
Skills
Compliance Audits, Risk Assessment, Trading, Mutual Funds, Investment Advisory, Regulatory Analysis, SEC reporting, Portfolio Management, Securities, Investments, Asset Management, Investment Strategies, Investment Management, Equities, Financial Services, Asset Allocation, Fixed Income, Alternative Investments, Capital Markets, Data Analysis, Charles River IMS, Cross-functional Team..., Bloomberg Terminal, Account Reconciliation, Policy, SEC filings, Hedge Funds, Training, ETFs, Valuation, Financial Analysis, Trading Systems, Due Diligence, Management, Financial Modeling, Private Equity, FINRA, Analysis, Auditing, Bloomberg, Equity Research
Education
University of California, San Diego 2013 — 2013
Accounting Certification
California State University-San Marcos 1992 — 1994
Bachelor's degree, Economics
Melissa M. Charles, PharmD's Nicholas Applegate Experience January 2000 - June 2002
Job Compounding and Consultant Pharmacist at University Compounding Pharmacy
Industry Pharmaceuticals
Experience
University Compounding Pharmacy April 2012 - Present
Rite Aid Pharmacy August 2009 - February 2012
Las Colinas Pharmacy and Wellness Center May 2007 - May 2009
Bares Capital Management 2003 - 2004
Nicholas Applegate January 2000 - June 2002
Skills
Medication Therapy..., Pharmacy, Pharmaceutical Industry, Pharmacy Automation, Clinical Pharmacy, Compounding, Pharmacists, Hospital Pharmacy, Anticoagulation, Community Pharmacy, Pharmacy Benefit..., Immunization, Pharmacology, Pharmacoeconomics, Patient Counseling, Prescription, Pharmacueticals, Clinical Pharmacology, Clinical Research, Pharmacy Practice, Certified Immunizer
Education
Texas Tech Health Science Center - School of Pharmacy 2005 — 2009
PharmD, Pharmacy
University of California, San Diego 1997 — 2002
BA, Economics and Sociology
University Compounding Pharmacy April 2012 - Present
Rite Aid Pharmacy August 2009 - February 2012
Las Colinas Pharmacy and Wellness Center May 2007 - May 2009
Bares Capital Management 2003 - 2004
Nicholas Applegate January 2000 - June 2002
Skills
Medication Therapy..., Pharmacy, Pharmaceutical Industry, Pharmacy Automation, Clinical Pharmacy, Compounding, Pharmacists, Hospital Pharmacy, Anticoagulation, Community Pharmacy, Pharmacy Benefit..., Immunization, Pharmacology, Pharmacoeconomics, Patient Counseling, Prescription, Pharmacueticals, Clinical Pharmacology, Clinical Research, Pharmacy Practice, Certified Immunizer
Education
Texas Tech Health Science Center - School of Pharmacy 2005 — 2009
PharmD, Pharmacy
University of California, San Diego 1997 — 2002
BA, Economics and Sociology
Dennis Reichenberg's Nicholas Applegate Experience 2000 - 2003
Job Sr. Manager, Trading and Trade Support
Industry Investment Management
Experience
Charles Schwab Investment Advisory 2012 - Present
Charles Schwab Investment Advisory 2007 - 2012
Charles Schwab 2006 - 2007
TD Ameritrade 2003 - 2005
Nicholas Applegate 2000 - 2003
Scudder Investments 1998 - 2000
Skills
Separately Managed..., Managed Accounts, ETFs, Investments, Series 7, Mutual Funds, Investment Advisory, Asset Managment, Equity Trading, Alternative Investments, Asset Allocation, FINRA, Investment Strategies, Securities, Portfolio Management, Hedge Funds, Institutional..., RIA, Trade Compliance, Wrap Accounts, Emerging Markets, International..., Trade Fund Management, Bloomberg, Thompson One, Managing Accounts, Investment Management, Trading, SMA, Trade Operations, Rebalancing, Unified Managed Accounts, BlackRock Aladdin, Charles River IMS, Security APL, Order Routing, Dark Pools, Best Execution, Program Trading, Automated Trading, Asset Management, Equities, Options, Series 65, Equity Research, Risk Management
Education
Boston University 1994 — 1998
Bachelor's degree, International Relations
Northfield Mount Hermon
Charles Schwab Investment Advisory 2012 - Present
Charles Schwab Investment Advisory 2007 - 2012
Charles Schwab 2006 - 2007
TD Ameritrade 2003 - 2005
Nicholas Applegate 2000 - 2003
Scudder Investments 1998 - 2000
Skills
Separately Managed..., Managed Accounts, ETFs, Investments, Series 7, Mutual Funds, Investment Advisory, Asset Managment, Equity Trading, Alternative Investments, Asset Allocation, FINRA, Investment Strategies, Securities, Portfolio Management, Hedge Funds, Institutional..., RIA, Trade Compliance, Wrap Accounts, Emerging Markets, International..., Trade Fund Management, Bloomberg, Thompson One, Managing Accounts, Investment Management, Trading, SMA, Trade Operations, Rebalancing, Unified Managed Accounts, BlackRock Aladdin, Charles River IMS, Security APL, Order Routing, Dark Pools, Best Execution, Program Trading, Automated Trading, Asset Management, Equities, Options, Series 65, Equity Research, Risk Management
Education
Boston University 1994 — 1998
Bachelor's degree, International Relations
Northfield Mount Hermon
Tom Mueth, CIMA, CIMC's Nicholas Applegate Experience November 2000 - August 2002
Job Director, Institutional Markets at Golden Capital Management, LLC
Industry Investment Management
Experience
Golden Capital Management, LLC December 2005 - Present
Victory Capital Management February 2003 - December 2005
Nicholas Applegate November 2000 - August 2002
Stifel, Nicolaus and Co., INC October 1999 - November 2000
Stifel, Nicolaus and Company, Inc. March 1998 - September 1999
AFS Brokerage 1994 - 1998
Skills
CIMA, CIMC, Institutional Relations, Institutional Sales, Portfolio Specialist, Asset Allocation, Investments, Mutual Funds, Investment Strategies, Investment Advisory, Series 6, Series 63, Series 65, Separately Managed..., Series 7
Education
Millikin University 1988 — 1992
BS, Marketing
Golden Capital Management, LLC December 2005 - Present
Victory Capital Management February 2003 - December 2005
Nicholas Applegate November 2000 - August 2002
Stifel, Nicolaus and Co., INC October 1999 - November 2000
Stifel, Nicolaus and Company, Inc. March 1998 - September 1999
AFS Brokerage 1994 - 1998
Skills
CIMA, CIMC, Institutional Relations, Institutional Sales, Portfolio Specialist, Asset Allocation, Investments, Mutual Funds, Investment Strategies, Investment Advisory, Series 6, Series 63, Series 65, Separately Managed..., Series 7
Education
Millikin University 1988 — 1992
BS, Marketing
Darren Thorneycroft's Nicholas Applegate Experience 2000 - 2003
Job Independent Financial Services Professional
Industry Financial Services
Experience
Nicholas-Applegate Capital Management 2000 - 2003
Nicholas Applegate 2000 - 2003
Education
Stanford University
Nicholas-Applegate Capital Management 2000 - 2003
Nicholas Applegate 2000 - 2003
Education
Stanford University
Kenneth Lee, CFA's Nicholas Applegate Experience 1999 - 2003
Job Partner at Malahat Spirits
Industry Wine and Spirits
Experience
Malahat Spirits LLC 2012 - Present
Rice Hall James & Associates, LLC 2006 - 2008
Gartmore 2004 - 2006
Nicholas Applegate 1999 - 2003
Wells Capital Management 1997 - 1999
Wells Fargo 1993 - 1997
Skills
Portfolio Management, Hedge Funds, Investment Management, Alternative Assets, Asset Allocation, Institutional Investors, High Net Worth..., Start-ups, Strategic Planning, Contract Negotiation, Asset Management
Education
CFA Charterholder
University of California, Davis
Bachelor of Arts (B.A.), Economics/Organizational Studies
Malahat Spirits LLC 2012 - Present
Rice Hall James & Associates, LLC 2006 - 2008
Gartmore 2004 - 2006
Nicholas Applegate 1999 - 2003
Wells Capital Management 1997 - 1999
Wells Fargo 1993 - 1997
Skills
Portfolio Management, Hedge Funds, Investment Management, Alternative Assets, Asset Allocation, Institutional Investors, High Net Worth..., Start-ups, Strategic Planning, Contract Negotiation, Asset Management
Education
CFA Charterholder
University of California, Davis
Bachelor of Arts (B.A.), Economics/Organizational Studies
Evan Lundquist's Nicholas Applegate Experience 2000 - 2003
Job Inst Sales at UBS
Industry Investment Banking
Experience
UBS PM / Sr AnalystProvident AdvisorsJanuary 2004 - August 2004
Nicholas Applegate 2000 - 2003
Nicholas Applegate March 2000 - May 2002
FAF Advisors July 1993 - March 2000
FAF Advisors 1993 - 2000
First Trust 1993 - 2000
First American Funds 1993 - 2000
Education
Saint Mary's University of Minnesota 1990 — 1993
Accounting
UBS PM / Sr AnalystProvident AdvisorsJanuary 2004 - August 2004
Nicholas Applegate 2000 - 2003
Nicholas Applegate March 2000 - May 2002
FAF Advisors July 1993 - March 2000
FAF Advisors 1993 - 2000
First Trust 1993 - 2000
First American Funds 1993 - 2000
Education
Saint Mary's University of Minnesota 1990 — 1993
Accounting
Edna Wallace's Nicholas Applegate Experience 2000 - 2003
Job Senior Marketing Associate at GlobeFlex Capital
Industry Financial Services
Experience
GlobeFlex Capital 2006 - Present
TechnoCom Corporation 2005 - 2006
LPL Financial 2005 - 2005
Nicholas Applegate 2000 - 2003
Nicholas Applegate 1998 - 2000
Nicholas Applegate 1997 - 1998
Nicholas Applegate 1996 - 1997
American Express Financial Advisors 1993 - 1996
Skills
CRM, Email Marketing, Marketing Communications
Education
University of California, San Diego 1992 — 1994
Bachelor of Arts (B.A.), Political Science and Government
University of California, San Diego 1992 — 1994
Certificate in Financial Management
GlobeFlex Capital 2006 - Present
TechnoCom Corporation 2005 - 2006
LPL Financial 2005 - 2005
Nicholas Applegate 2000 - 2003
Nicholas Applegate 1998 - 2000
Nicholas Applegate 1997 - 1998
Nicholas Applegate 1996 - 1997
American Express Financial Advisors 1993 - 1996
Skills
CRM, Email Marketing, Marketing Communications
Education
University of California, San Diego 1992 — 1994
Bachelor of Arts (B.A.), Political Science and Government
University of California, San Diego 1992 — 1994
Certificate in Financial Management
Daniel Krause's Nicholas Applegate Experience February 1995 - May 1996
Job Counterpoint Mutual Funds, LLC
Industry Financial Services
Experience
Counterpoint Mutual Funds, LLC February 2015 - Present
Sierra Investment Management May 2011 - January 2015
Invesco Ltd. June 2010 - April 2011
Van Kampen Investments April 2004 - June 2010
AllianceBernstein June 1999 - April 2004
OppenheimerFunds April 1997 - June 1999
Exchange Network Services Inc. August 1994 - March 1999
Merrill Lynch June 1996 - April 1997
Nicholas Applegate February 1995 - May 1996
Stephens Inc. April 1993 - February 1995
Skills
Mutual Funds, Series 7, Series 63, Series 6, ETFs, Alternative Investments, Asset Allocation, 401k, Series 65, Investment Advisory, Series 24, Wealth Management, Retirement Planning, Fixed Annuities, Investment Strategies, Securities, Retirement, Investments, Uniform Combined State..., Asset Managment, Equities, IRAs, Financial Services, FINRA, Asset Management
Education
John Carroll University
BS, Psychology
Counterpoint Mutual Funds, LLC February 2015 - Present
Sierra Investment Management May 2011 - January 2015
Invesco Ltd. June 2010 - April 2011
Van Kampen Investments April 2004 - June 2010
AllianceBernstein June 1999 - April 2004
OppenheimerFunds April 1997 - June 1999
Exchange Network Services Inc. August 1994 - March 1999
Merrill Lynch June 1996 - April 1997
Nicholas Applegate February 1995 - May 1996
Stephens Inc. April 1993 - February 1995
Skills
Mutual Funds, Series 7, Series 63, Series 6, ETFs, Alternative Investments, Asset Allocation, 401k, Series 65, Investment Advisory, Series 24, Wealth Management, Retirement Planning, Fixed Annuities, Investment Strategies, Securities, Retirement, Investments, Uniform Combined State..., Asset Managment, Equities, IRAs, Financial Services, FINRA, Asset Management
Education
John Carroll University
BS, Psychology
Tom Smith, CFA's Nicholas Applegate Experience 1995 - 2006
Job Senior Vice President Senior Portfolio Manager at PFS Group
Industry Financial Services
Experience
PFS Group 2010 - August 2015
Dunham & Associates 2008 - 2010
Nicholas Applegate Capital Management 1995 - 2006
Nicholas Applegate 1995 - 2006
Nicholas Applegate 1995 - 2006
Skills
Equities, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Securities, Hedge Funds, Series 7, Mutual Funds, Investment Strategies, Fixed Income, Investments, Investment Management
Education
San Diego State University-California State University 1983 — 1987
BS, Business Adminstration - Accounting
PFS Group 2010 - August 2015
Dunham & Associates 2008 - 2010
Nicholas Applegate Capital Management 1995 - 2006
Nicholas Applegate 1995 - 2006
Nicholas Applegate 1995 - 2006
Skills
Equities, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Securities, Hedge Funds, Series 7, Mutual Funds, Investment Strategies, Fixed Income, Investments, Investment Management
Education
San Diego State University-California State University 1983 — 1987
BS, Business Adminstration - Accounting
David Wroblewski's Nicholas Applegate Experience September 2007 - February 2008
Job Senior Research Analyst at Denali Advisors
Industry Investment Management
Experience
Denali Advisors February 2008 - Present
San Diego City College January 2005 - Present
Nicholas Applegate September 2007 - February 2008
Skills
Quantitative Analytics, Quantitative Finance, Hedge Funds, Asset Allocation, Quantitative Research, Equity Research, Portfolio Management, Investment Management, Alternative Investments, Bloomberg, Equities, Investments, Econometrics, Fixed Income, Derivatives
Education
University of California, San Diego 2001 — 2007
Doctor of Philosophy (PhD), Mathematical Statistics and Probability
San Diego State University-California State University 1999 — 2001
Master of Science (M.S.), Applied Mathematics
San Diego State University-California State University 1997 — 1999
Bachelor of Science (B.S.), Applied Mathematics
Denali Advisors February 2008 - Present
San Diego City College January 2005 - Present
Nicholas Applegate September 2007 - February 2008
Skills
Quantitative Analytics, Quantitative Finance, Hedge Funds, Asset Allocation, Quantitative Research, Equity Research, Portfolio Management, Investment Management, Alternative Investments, Bloomberg, Equities, Investments, Econometrics, Fixed Income, Derivatives
Education
University of California, San Diego 2001 — 2007
Doctor of Philosophy (PhD), Mathematical Statistics and Probability
San Diego State University-California State University 1999 — 2001
Master of Science (M.S.), Applied Mathematics
San Diego State University-California State University 1997 — 1999
Bachelor of Science (B.S.), Applied Mathematics
Cheryl Hollenbeck's Nicholas Applegate Experience 1993 - 1996
Job Publishing Professional
Industry Publishing
Experience
Self Employed July 2009 - Present
State of Hawaii 2007 - 2009
State of Hawaii 2006 - 2007
Healthy Directions August 2002 - June 2005
Nicholas Applegate 1993 - 1996
Datapage Technologies 1988 - 1990
Skills
Publishing, Proofreading, Copy Editing, Newsletters, Publications, Direct Mail, Marketing, Email Marketing
Education
Lindenwood University 1986 — 1990
B.A., Corporate Communications, Marketing, Journalism
Self Employed July 2009 - Present
State of Hawaii 2007 - 2009
State of Hawaii 2006 - 2007
Healthy Directions August 2002 - June 2005
Nicholas Applegate 1993 - 1996
Datapage Technologies 1988 - 1990
Skills
Publishing, Proofreading, Copy Editing, Newsletters, Publications, Direct Mail, Marketing, Email Marketing
Education
Lindenwood University 1986 — 1990
B.A., Corporate Communications, Marketing, Journalism
Amy Gallego's Nicholas Applegate Experience October 2000 - June 2003
Job Private Client Analyst at Dunham & Associates
Industry Investment Management
Experience
Dunham & Associates July 2015 - Present
24 Hour Fitness 2003 - Present
Independent Financial Group LLC October 2012 - July 2015
Rinkey Investments September 2011 - September 2012
AMG Demolition 2009 - 2011
Silverline Construction 2003 - 2008
Nicholas - Applegate October 2000 - June 2003
Nicholas - Applegate September 1999 - October 2000
Scudder Investments 1996 - 1998
Skills
Financial Services, Mutual Funds, Series 7, Retirement Planning, Management, Strategic Planning, Public Speaking, Securities, Microsoft Excel, Microsoft Office, Equities, Leadership, Event Planning, Customer Service, Project Management, Training, Team Building
Education
San Diego State University-California State University
BA, Public Administration
Dunham & Associates July 2015 - Present
24 Hour Fitness 2003 - Present
Independent Financial Group LLC October 2012 - July 2015
Rinkey Investments September 2011 - September 2012
AMG Demolition 2009 - 2011
Silverline Construction 2003 - 2008
Nicholas - Applegate October 2000 - June 2003
Nicholas - Applegate September 1999 - October 2000
Scudder Investments 1996 - 1998
Skills
Financial Services, Mutual Funds, Series 7, Retirement Planning, Management, Strategic Planning, Public Speaking, Securities, Microsoft Excel, Microsoft Office, Equities, Leadership, Event Planning, Customer Service, Project Management, Training, Team Building
Education
San Diego State University-California State University
BA, Public Administration
David Pavan's Nicholas Applegate Experience 1999 - 2006
Job Portfolio Manager at ClariVest Asset Management
Industry Financial Services
Experience
ClariVest Asset Management 2006 - Present
Nicholas Applegate 1999 - 2006
Putnam Investments 1998 - 1999
Genus Capital Management 1993 - 1997
Skills
Equities, Portfolio Management, Asset Management, Hedge Funds, Trading, Mutual Funds, Investment Management
Education
Carnegie Mellon University 1997 — 1998
MScience, Computational Finance
Queen's University 1991 — 1993
MBA, Finance
University of Waterloo 1986 — 1991
BMath, Computer Science
ClariVest Asset Management 2006 - Present
Nicholas Applegate 1999 - 2006
Putnam Investments 1998 - 1999
Genus Capital Management 1993 - 1997
Skills
Equities, Portfolio Management, Asset Management, Hedge Funds, Trading, Mutual Funds, Investment Management
Education
Carnegie Mellon University 1997 — 1998
MScience, Computational Finance
Queen's University 1991 — 1993
MBA, Finance
University of Waterloo 1986 — 1991
BMath, Computer Science
Jessica Occhialini's Nicholas Applegate Experience 1995 - 2002
Job Investment Management Professional
Industry Investment Management
Experience
Meisenbach Capital Management 2005 - 2007
Nicholas Applegate 1995 - 2002
Skills
Alternative Investments, Equities, Asset Managment, Investment Management, Separately Managed..., Hedge Funds
Education
University of California, Berkeley
B.A., Development Studies, Economic Discipline
Meisenbach Capital Management 2005 - 2007
Nicholas Applegate 1995 - 2002
Skills
Alternative Investments, Equities, Asset Managment, Investment Management, Separately Managed..., Hedge Funds
Education
University of California, Berkeley
B.A., Development Studies, Economic Discipline
Alexander Tiedemann, PE's Nicholas Applegate Experience September 1999 - December 2001
Job Project Engineer II at Pennoni
Industry Civil Engineering
Experience
Pennoni April 2015 - Present
EMH&T September 2014 - April 2015
AECOM December 2007 - May 2014
Engineers Surveyors Hawaii December 2006 - December 2007
Engineers Surveyors Hawaii May 2004 - December 2006
University of Hawaii Foundation February 2003 - April 2004
Nicholas Applegate September 1999 - December 2001
Fidelity Investments April 1998 - August 1999
Skills
Drainage, Concrete, Civil Engineering, Road, Stormwater Management, Land Development, Site Development, Surveying, Municipalities, Construction
Education
University of Hawaii at Manoa 2002 — 2006
BS, Civil & Environmental Engineering
University of Michigan 1995 — 1997
BA, Economics
Pennoni April 2015 - Present
EMH&T September 2014 - April 2015
AECOM December 2007 - May 2014
Engineers Surveyors Hawaii December 2006 - December 2007
Engineers Surveyors Hawaii May 2004 - December 2006
University of Hawaii Foundation February 2003 - April 2004
Nicholas Applegate September 1999 - December 2001
Fidelity Investments April 1998 - August 1999
Skills
Drainage, Concrete, Civil Engineering, Road, Stormwater Management, Land Development, Site Development, Surveying, Municipalities, Construction
Education
University of Hawaii at Manoa 2002 — 2006
BS, Civil & Environmental Engineering
University of Michigan 1995 — 1997
BA, Economics
Todd Wolter, CFA's Nicholas Applegate Experience July 2000 - March 2006
Job Principal / Portfolio Manager at ClariVest Asset Management
Industry Investment Management
Experience
Clarivest Asset Management LLC March 2006 - Present
Nicholas Applegate July 2000 - March 2006
Credit Suisse Asset Management July 1999 - July 2000
Skills
Equities, Portfolio Management, Hedge Funds, Alternative Investments, Equity Research, Risk Management
Education
University of California, Irvine - The Paul Merage School of Business 1997 — 1999
MBA, Finance
University of Southern California
BA, Economics
Clarivest Asset Management LLC March 2006 - Present
Nicholas Applegate July 2000 - March 2006
Credit Suisse Asset Management July 1999 - July 2000
Skills
Equities, Portfolio Management, Hedge Funds, Alternative Investments, Equity Research, Risk Management
Education
University of California, Irvine - The Paul Merage School of Business 1997 — 1999
MBA, Finance
University of Southern California
BA, Economics
Ellen DeNicola's Nicholas Applegate Experience April 1998 - December 2004
Job Vice President, Head of East Region at American Century Investments
Industry Investment Management
Experience
American Century Investments January 2005 - Present
Nicholas Applegate April 1998 - December 2004
Education
Fairfield University
BA
Fordham Gabelli School of Business
MBA
American Century Investments January 2005 - Present
Nicholas Applegate April 1998 - December 2004
Education
Fairfield University
BA
Fordham Gabelli School of Business
MBA
Barbara Foster's Nicholas Applegate Experience September 1991 - November 2001
Job Director of Business Development at CBIZ Life Insurance Solutions, Inc
Industry Financial Services
Experience
CBIZ Life Insurance Solutions, Inc January 2014 - February 2015
Strategy Driven Marketing January 2013 - December 2013
LPL Financial November 2001 - December 2012
Nicholas Applegate September 1991 - November 2001
Carver Federal Savings Bank 1986 - 1989
Skills
National Accounts, Strategic Communications, Strategic Planning, Marketing Strategy, Insurance, Business Development, Relationship Marketing, Business Relationship..., Building Strong..., Presentation Development, Key Account..., Key Account Growth, Written Communication, Management, Long-term Care, Life Insurance, Financial Services, Financial Advisory, Leadership, Account Management
Education
University of San Diego 1991 — 1993
Master of Business Administration (MBA)
University of San Diego 1985 — 1989
Bachelor of Business Administration (BBA), Business Economics
CBIZ Life Insurance Solutions, Inc January 2014 - February 2015
Strategy Driven Marketing January 2013 - December 2013
LPL Financial November 2001 - December 2012
Nicholas Applegate September 1991 - November 2001
Carver Federal Savings Bank 1986 - 1989
Skills
National Accounts, Strategic Communications, Strategic Planning, Marketing Strategy, Insurance, Business Development, Relationship Marketing, Business Relationship..., Building Strong..., Presentation Development, Key Account..., Key Account Growth, Written Communication, Management, Long-term Care, Life Insurance, Financial Services, Financial Advisory, Leadership, Account Management
Education
University of San Diego 1991 — 1993
Master of Business Administration (MBA)
University of San Diego 1985 — 1989
Bachelor of Business Administration (BBA), Business Economics
Daniel Zimbaldi, CFA's Nicholas Applegate Experience July 2002 - January 2003
Job Managing Director at Evercore
Industry Investment Banking
Experience
Evercore July 2014 - Present
Deutsche Bank February 2012 - May 2014
Deutsche Bank October 2008 - February 2012
Lehman Brothers 2006 - 2008
J.P. Morgan June 2005 - February 2006
J.P. Morgan June 2004 - August 2004
Nicholas Applegate July 2002 - January 2003
Merrill Lynch July 1999 - May 2002
Education
Columbia Business School 2003 — 2005
MBA, Finance
Stanford University 1994 — 1998
Bachelor of Arts, International Relations
Evercore July 2014 - Present
Deutsche Bank February 2012 - May 2014
Deutsche Bank October 2008 - February 2012
Lehman Brothers 2006 - 2008
J.P. Morgan June 2005 - February 2006
J.P. Morgan June 2004 - August 2004
Nicholas Applegate July 2002 - January 2003
Merrill Lynch July 1999 - May 2002
Education
Columbia Business School 2003 — 2005
MBA, Finance
Stanford University 1994 — 1998
Bachelor of Arts, International Relations
Alex Camet's Nicholas Applegate Experience 1998 - 1999
Job Project Manager/Managment at Peligroso Ltd.
Industry Philanthropy
Experience
Peligroso Ltd. 2010 - Present
Innovative Companies 2008 - 2010
Duncan Hurst Capital Management 2006 - 2008
CapitalWorks Investment Partners, LLC 2000 - 2006
Nicholas Applegate 1998 - 1999
Skills
FINRA Series 7, Fluent Spanish, Asset Managment, Investments, Series 7, Marketing, Management, Portfolio Management, Asset Management
Education
San Diego State University-California State University 1989 — 1993
Bachelors Degree, International Business
Peligroso Ltd. 2010 - Present
Innovative Companies 2008 - 2010
Duncan Hurst Capital Management 2006 - 2008
CapitalWorks Investment Partners, LLC 2000 - 2006
Nicholas Applegate 1998 - 1999
Skills
FINRA Series 7, Fluent Spanish, Asset Managment, Investments, Series 7, Marketing, Management, Portfolio Management, Asset Management
Education
San Diego State University-California State University 1989 — 1993
Bachelors Degree, International Business
Joseph Bonanno's Nicholas Applegate Experience April 1996 - May 1998
Job Senior IM Manager at Johnson & Johnson
Industry Hospital & Health Care
Experience
Johnson & Johnson March 2011 - Present
Johnson & Johnson September 2010 - March 2011
Johnson & Johnson March 2010 - September 2010
Johnson & Johnson June 2006 - March 2010
Johnson & Johnson December 2004 - June 2006
Johnson & Johnson July 2001 - December 2004
Exodus Communications February 2000 - July 2001
Global Crossing Telecommunications, Inc September 1999 - February 2000
Bridge Information Systems May 1998 - September 1999
Nicholas Applegate April 1996 - May 1998
Skills
Health Care Compliance, Cross-functional Team..., Process Improvement, Program Management, Vendor Management, ITIL, Business Intelligence, IT Management, IT Strategy, Business Process..., Business Process, Project Management, Project Portfolio..., Integration, Software Documentation, Business Analysis, Leadership, Change Management, PMP, Strategic Planning, Quality Assurance, HIPAA, SDLC, Regulatory Requirements, Medical Compliance
Education
San Diego State University-California State University 1995 — 1998
Master of Business Administration (MBA), Information Technology
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
BA, Econmoics
Johnson & Johnson March 2011 - Present
Johnson & Johnson September 2010 - March 2011
Johnson & Johnson March 2010 - September 2010
Johnson & Johnson June 2006 - March 2010
Johnson & Johnson December 2004 - June 2006
Johnson & Johnson July 2001 - December 2004
Exodus Communications February 2000 - July 2001
Global Crossing Telecommunications, Inc September 1999 - February 2000
Bridge Information Systems May 1998 - September 1999
Nicholas Applegate April 1996 - May 1998
Skills
Health Care Compliance, Cross-functional Team..., Process Improvement, Program Management, Vendor Management, ITIL, Business Intelligence, IT Management, IT Strategy, Business Process..., Business Process, Project Management, Project Portfolio..., Integration, Software Documentation, Business Analysis, Leadership, Change Management, PMP, Strategic Planning, Quality Assurance, HIPAA, SDLC, Regulatory Requirements, Medical Compliance
Education
San Diego State University-California State University 1995 — 1998
Master of Business Administration (MBA), Information Technology
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
BA, Econmoics
Peter Moon's Nicholas Applegate Experience 2001 - 2003
Job Global Marketing, Oncology at Amgen
Industry Pharmaceuticals
Experience
Amgen July 2012 - Present
Baxter Healthcare August 2011 - Present
Baxter Healthcare July 2005 - August 2011
Adams Harkness January 2004 - December 2004
Nicholas Applegate 2001 - 2003
Skills
Medical Devices, Pharmaceutical Industry
Education
Kellogg Graduate School of Management 1998 — 2000
MBA, Finance
UC Berkeley
BS, Biology
Amgen July 2012 - Present
Baxter Healthcare August 2011 - Present
Baxter Healthcare July 2005 - August 2011
Adams Harkness January 2004 - December 2004
Nicholas Applegate 2001 - 2003
Skills
Medical Devices, Pharmaceutical Industry
Education
Kellogg Graduate School of Management 1998 — 2000
MBA, Finance
UC Berkeley
BS, Biology
Chris Malikian's Nicholas Applegate Experience January 1997 - December 2008
Job Software Engineer at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors January 2009 - Present
Nicholas Applegate January 1997 - December 2008
Brandes Investment Partners February 2006 - June 2006
All Kids Count April 2001 - August 2001
Broadband April 2001 - August 2001
Del Mar Thoroughbred Club March 2001 - August 2001
Pulse Electronics Corporation August 1999 - April 2001
LPL Financial November 2000 - January 2001
UC San Diego August 2000 - November 2000
Level Red April 2000 - July 2000
Skills
Sybase, Microsoft SQL Server, SQL, Perl, .NET, C#, ETL, Java, Oracle, Web Services, XML, Unix, Windows, VBA, HTML, JavaScript, ColdFusion, VBScript, SWIFT messaging, Data Warehousing, DTS, PACER, Cognos, Business Objects, Microsoft Office, Latent Zero, Bloomberg, XSP, Exceed, Fixed Income, Trading Systems, Unix Shell Scripting, Visual Basic, Analysis, SDLC
Education
University of North Carolina at Wilmington 1990 — 1995
Bachelor's degree, Economics and Computer Science, A
Allianz Global Investors January 2009 - Present
Nicholas Applegate January 1997 - December 2008
Brandes Investment Partners February 2006 - June 2006
All Kids Count April 2001 - August 2001
Broadband April 2001 - August 2001
Del Mar Thoroughbred Club March 2001 - August 2001
Pulse Electronics Corporation August 1999 - April 2001
LPL Financial November 2000 - January 2001
UC San Diego August 2000 - November 2000
Level Red April 2000 - July 2000
Skills
Sybase, Microsoft SQL Server, SQL, Perl, .NET, C#, ETL, Java, Oracle, Web Services, XML, Unix, Windows, VBA, HTML, JavaScript, ColdFusion, VBScript, SWIFT messaging, Data Warehousing, DTS, PACER, Cognos, Business Objects, Microsoft Office, Latent Zero, Bloomberg, XSP, Exceed, Fixed Income, Trading Systems, Unix Shell Scripting, Visual Basic, Analysis, SDLC
Education
University of North Carolina at Wilmington 1990 — 1995
Bachelor's degree, Economics and Computer Science, A
Richell Herman's Nicholas Applegate Experience April 1993 - November 1996
Job Substitute Teacher at Pahoa High and Intermediate School
Industry Education Management
Experience
Pahoa High and Intermediate School January 2012 - Present
GERS GE Retail Systems January 1997 - November 2001
Nicholas Applegate April 1993 - November 1996
General Dynamics November 1983 - April 1993
Naval Housing Recreation - Special Services January 1976 - January 1983
Skills
Higher Education, Staff Development, Classroom, Curriculum Design, Instructional Design, Teaching, Lesson Planning, Classroom Management, Educational Technology, Curriculum Development, Tutoring
Education
Coleman College 1981 — 1983
Bachelor of Science (B.S.), Computer and Information Sciences, General
San Diego State University-California State University 1975 — 1978
Bachelor of Arts (B.A.), Phys. Ed Minor in Art
Pioneer High School 1969 — 1972
Pahoa High and Intermediate School January 2012 - Present
GERS GE Retail Systems January 1997 - November 2001
Nicholas Applegate April 1993 - November 1996
General Dynamics November 1983 - April 1993
Naval Housing Recreation - Special Services January 1976 - January 1983
Skills
Higher Education, Staff Development, Classroom, Curriculum Design, Instructional Design, Teaching, Lesson Planning, Classroom Management, Educational Technology, Curriculum Development, Tutoring
Education
Coleman College 1981 — 1983
Bachelor of Science (B.S.), Computer and Information Sciences, General
San Diego State University-California State University 1975 — 1978
Bachelor of Arts (B.A.), Phys. Ed Minor in Art
Pioneer High School 1969 — 1972
Flora Kim's Nicholas Applegate Experience 2002 - 2007
Job Analyst at McKinley Captal Management
Industry Investment Management
Experience
McKinley Captal Management 2007 - Present
Nicholas Applegate 2002 - 2007
Skills
Equities, Equity Research, Hedge Funds, Portfolio Management, Asset Managment, Investment Management, Alternative Investments, Emerging Markets, Valuation, Financial Modeling
Education
UCSD
Bachelor of Science (B.S.), Biochemistry and Molecular Biology
UCSD
Bachelor of Science (BS), Management Science
McKinley Captal Management 2007 - Present
Nicholas Applegate 2002 - 2007
Skills
Equities, Equity Research, Hedge Funds, Portfolio Management, Asset Managment, Investment Management, Alternative Investments, Emerging Markets, Valuation, Financial Modeling
Education
UCSD
Bachelor of Science (B.S.), Biochemistry and Molecular Biology
UCSD
Bachelor of Science (BS), Management Science
George Paprotny's Nicholas Applegate Experience 1999 - 2001
Job Software Emgineer at JT3
Industry Defense & Space
Experience
JT3 May 2004 - Present
Unisys March 2002 - April 2004
Nicholas Applegate 1999 - 2001
SAIC 1987 - 1999
United States Air Force 1978 - 1987
Skills
Systems Engineering, Testing, Software Engineering, Requirements Management, Software Development, Software Project..., Configuration Management, Requirements Analysis, Project Management
Education
Air Force Institute of Technology-Graduate School of Engineering & Management 1982 — 1983
Master of Science (MS), Computer Science
University of Maryland College Park 1974 — 1978
BS, Computer Science
JT3 May 2004 - Present
Unisys March 2002 - April 2004
Nicholas Applegate 1999 - 2001
SAIC 1987 - 1999
United States Air Force 1978 - 1987
Skills
Systems Engineering, Testing, Software Engineering, Requirements Management, Software Development, Software Project..., Configuration Management, Requirements Analysis, Project Management
Education
Air Force Institute of Technology-Graduate School of Engineering & Management 1982 — 1983
Master of Science (MS), Computer Science
University of Maryland College Park 1974 — 1978
BS, Computer Science