Nicholas Applegate Capital Management
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Nicholas Applegate Capital Management Employees
EQM Capital LLC January 2013 - Present
Investments4Impact October 2014 - Present
Allianz Global Investors Capital April 1996 - October 2012
Nicholas-Applegate Capital Management 2000 - 2006
Merrill Lynch October 1991 - March 1996
Skills
Portfolio Management, Impact Investing, Investments, Asset Allocation, Bloomberg, Investment Management, Asset Management, Equities, Investment Strategies, Hedge Funds, Finance, Wealth Management, Financial Advisory, Mutual Funds, Quantitative Finance, Securities, Equity Research, Stock Picking, Series 7, Series 63, ETFs, Fixed Income, Quantitative Analytics, Factset, Quantitative Research, Statistical Modeling, SAS, Monte Carlo Simulation, Mid Cap, Large Cap, Portfolio Optimization, Real Estate, Thomson MQA, Series 66, Micro Cap, Small Cap, Report Writing, Web Content, White Papers
Education
San Diego State University-California State University 1998 — 2001
MBA, Finance
University of California, Irvine 1984 — 1988
Bachelor of Arts (BA)
Nicholas Investment Partners March 2011 - Present
Carlsbad Baseball Boosters 2015 - 2015
A.S.A.P. Advisor Services, Inc. September 2010 - March 2011
Freeman Investment Management Co., LLC July 2006 - June 2010
Nicholas-Applegate Capital Management January 1998 - July 2006
Invesco AIM October 1995 - January 1998
State Street October 1993 - October 1995
Hertz Rent a Car September 1991 - August 1993
Skills
Portfolio Management, Financial Modeling, Asset Managment, Asset Management, Management, Equities, Project Management, Hedge Funds, Alternative Investments, Equity Trading, Investments, Fixed Income, Finance, Negotiation
Education
Boston College 1986 — 1990
Bachelor of Arts, Economics
Copywriting Communications Group January 2003 - Present
San Diego Professional Coaches Alliance January 2013 - Present
California Coast Credit Union January 2006 - April 2008
Nicholas-Applegate Capital Management February 1996 - September 2005
Skills
Press Releases, Marketing, Public Speaking, Marketing Copy, PPC, Sales, Virtual Assistance, Marketing Communications, Web Marketing, Email Marketing, Social Media Marketing, Direct Marketing, Marketing Strategy, SEO, Social Marketing, SEO copywriting, Content Development, Webinars, Social Media, Copywriting, Social Media Strategist, Lead Generation, Online Advertising, Integrated Marketing, Writing, Advertising, Small Business, Brand Development, Entrepreneurship, Online Marketing, Coaching, Content Management, Creative Solutions, Training, Public Relations, Social Networking, Creative Strategy, Management, Copy Editing, Networking, Web Content, Editing, Content Strategy, Leadership, Direct Mail, Google Adwords, Mobile Marketing, Google Analytics, SEM, Web Analytics
Education
Ohio University
BS, Communications
The Ohio State University
Firestone High
Allianz Global Investors June 2008 - March 2013
Allianz Global Investors May 2005 - October 2010
Nicholas Applegate Capital Management January 2000 - April 2005
Andersen Consulting July 1986 - December 1999
Skills
Governance, Trading, Asset Managment, Strategic Partnerships, Strategy, Financial Services, Investment Management, Settlement, Technology, IT Investment Management, Portfolio Management, Intellectual Property, Risk Management, Asset Management, Investments, Equities, Process Improvement, IT Strategy, Research, Hedge Funds, Alternative Investments, Bloomberg, Information Technology, Business Analysis, Enterprise Architecture, Fixed Income, Trading Systems, Vendor Management, Derivatives, IT Management, Financial Markets, Asset Allocation, Securities, Market Data, Mutual Funds
Education
University of California, Los Angeles 1981 — 1985
Bachelor of Arts
Wells Fargo Private Bank September 2014 - Present
Wells Fargo Private Bank August 2008 - September 2014
SRM Capital Management, LLC December 2002 - April 2008
Duncan Hurst Capital Management July 1994 - December 2002
Nicholas-Applegate Capital Management October 1990 - July 1994
Stein Roe and Farnham July 1983 - October 1990
Blackjack player January 1982 - January 1983
Skills
Derivatives, Options, Alternative Investments, Equities, Hedge Funds, Trading, Asset Allocation, Investment Management, Asset Managment, Wealth Management, Investments, Investment Strategies, Financial Services, Portfolio Management, Mutual Funds, Series 7, Investment Advisory, Fixed Income, Series 63, Asset Management
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Yale University 1979 — 1980
MS, Physical Chemistry/Quantum Mechanics
Trinity College-Hartford 1975 — 1979
BS, Chemistry
Pittsford-Mendon High School 1972 — 1975
College Prep, College Prep
24 Hour Fitness January 2011 - April 2014
HKS Architects, Inc. June 2007 - February 2008
Nicholas Applegate Capital Management December 2000 - June 2004
Skills
Weight Training, NASM, Personal Training, Functional Training, Fitness Training, Group Exercise..., TRX Certified, Group Training, Boot Camp, Weight, Toning, Core Strength, TRX Suspension Training, Circuit Training, Lifestyle, Fitness, Strength Training, Wellness Coaching, Yoga, Nutrition, Pilates, Sports Nutrition, Wellness
Education
Cosumnes River College 2013 — 2015
Associate of Arts (AA), Creative Writing, Film and Media Studies
Bakersfield College 2011 — 2012
Associate’s Degree, General Studies
Los Angeles Valley College 2009 — 2010
Associate’s Degree, Creative Writing, Film/Cinema/Video Studies
THE Financial Services NETWORK February 2012 - Present
LPL Financial October 2005 - February 2012
University of the Pacific January 2005 - May 2005
Peace Corps August 2003 - November 2004
University of the Pacific January 2003 - July 2003
First American Trust, FSB; First American Capital Management August 2002 - December 2002
Allianz Global Investors - PIMCO, Nicholas Applegate February 2002 - August 2002
Allianz Global Investors - PIMCO, Nicholas Applegate March 2001 - January 2002
Nicholas Applegate Capital Management March 2001 - January 2002
EVEREN Securities August 1998 - December 1998
Skills
Series 7, Series 24, Series 31, Series 53, Series 66, New Business Development, Continuous Improvement, Change Leadership, Public Speaking, Philanthropy, TQM
Education
University of the Pacific - Eberhardt School of Business 2003 — 2005
MBA, Marketing & International Studies
EMLYON Business School 2004 — 2004
Certificate, Global Economic Sustainable Development, International Business
California State University San Marcos 1995 — 1997
BS, Business Management
Center for Fiduciary Studies 2008 — 2010
University of Pennsylvania - The Wharton School 2009 — 2009
CIMA® Certification, Investment Management Consultants Association, IMCA®
University of California, Los Angeles 2006 — 2007
Certificate: Personal Financial Planning, PFP, Financial Planning
Airview Street Advisors, LLC March 2010 - Present
Lumina Foundation for Education December 2001 - July 2009
Nicholas Applegate Capital Management May 1999 - April 2001
Employees’ Retirement System of the State of Hawaii August 1998 - May 1999
San Bernardino County Employees Retirement Association August 1995 - August 1998
Chicago Title & Trust / ABN AMRO 1991 - 1993
First Alliance March 1988 - 1991
Skills
Alternative Investments, Endowments, Investment Management, Investments, Retirement, Asset Allocation, Investment Strategies, Hedge Funds, Institutional..., Asset Management, Equities, Finance, Defined Benefit, Fund Of Funds, Investment Advisory, ETFs, Mutual Funds, Emerging Markets, Portfolio Management, Financial Services, Fixed Income, Private Equity, Bonds, Equity Research, Securities, Venture Capital, Series 7, Investor Relations
Education
San Diego State University-California State University 1993 — 1994
MSBA, Tax & Financial Planning
University of Hawaii - College of Business Administration 1980 — 1984
BSBA, Finance & Investments
Calamos Investments May 2006 - June 2015
Bank of America 1999 - 2005
Nicholas Applegate Capital Management 1996 - 1999
Education
Augustana College
Bachelor of Arts (B.A.), Business
LPL Financial June 2012 - Present
Nuveen Investments May 2004 - November 2008
CheckFree Investment Services November 2003 - April 2004
PIMCO Advisors, Allianz Investments January 2002 - October 2003
Nicholas Applegate Capital Management June 1992 - January 2002
Education
Arizona State University
Bachelors, Corporate Finance
Citi 2012 - 2014
Citi 2009 - 2012
Citi 2006 - 2009
Investors Bank & Trust 2001 - 2006
Barclays Global Investors 1998 - 2001
Nicholas-Applegate Capital Management 1992 - 1998
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Equities, Securities, Asset Management, Financial Services, Investment Operations, Fixed Income, Investments, Risk Management, Strategy, Fund Administration, Back Office, Management, Banking, Financial Markets, Business Process..., Asset Managment, Trading Systems, Investment Management, ETFs, Outsourcing, Financial Risk, Corporate Actions, Derivatives, Portfolio Management, Global Custody, Middle Office, Securities Lending, Fund Of Funds
Education
San Diego State University-California State University
BS, Business Administration/Finance
University of San Diego
MBA, Emphasis in International Finance
Money Management Institute 2013 - Present
Brandes Investment Partners L.P. August 1999 - Present
Nicholas Applegate Capital Management 1997 - 1999
Skills
Business Analysis, Mutual Funds, Investment Management, Investments, Financial Services, Emerging Markets, Managing Accounts, Equities, Portfolio Management, Series 7, Asset Management, Finance, Securities, Trading, Asset Managment, Series 63, Series 6, Separately Managed..., Investment Advisory, Financial Analysis, Marketing Strategy, Business Development, Investment Strategies, Team Building, Relationship Management, Management, Fixed Income, Strategic Planning, Budgets, Microsoft Excel, Strategic Financial..., New Business Development, ETFs, Customer Service, Series 65, Leadership, National Accounts, Retirement, Retirement Planning, Wealth Management, Asset Allocation, FINRA
Education
University of San Diego 1988 — 1992
BBA
Freeman Investment Management, LLC 2008 - Present
Harlingwood Capital Management 2003 - 2007
Nicholas Applegate Capital Management 1987 - 2002
Education
National University
Bachelor of Administration, Finance and Banking
The Pennsylvania State University July 2011 - Present
Wake Forest University June 2010 - July 2011
Nicholas-Applegate Capital Management June 2006 - May 2010
Auburn University June 2001 - May 2006
Texas A&M University Mays School 1999 - 2000
Federal Reserve Board of Governors June 1991 - May 1994
Skills
Valuation, Equities, Fixed Income, Financial Analysis, Asset Allocation, Due Diligence, Alternative Investments, Corporate Finance, Risk Management, Private Equity
Education
University of Rochester - Simon Business School 1995 — 2001
Ph.D., Finance
University of Virginia 1987 — 1991
B.A., Economics, Mathematics, Phi Beta Kappa
Ralis October 2015 - Present
Pasha Realty Group June 2009 - Present
CashCall, Inc. April 2014 - September 2015
Tachyon Networks, Inc. August 2006 - April 2014
Nicholas Applegate Capital Management March 2004 - April 2006
Skills
Valuation, Financial Modeling, Forecasting, Budgets, Finance, Analysis, Investments, Strategic Planning, Business Development, Asset Managment, Business Strategy, Project Management, Financial Analysis, Portfolio Management, Marketing Strategy, Sales, New Business Development, Sales Management, Negotiation, Management, Telecommunications, Customer Service, Sales Operations, Project Planning, Contract Negotiation, Product Management, Entrepreneurship, Strategy, Selling, Program Management, Start-ups, Real Estate, Business Planning, Accounting, Leadership, Asset Management
Education
San Diego State University-California State University 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
San Diego State University-California State University 1998 — 2003
Bachelor's Degree, Finance, General
La Jolla High School
Sadr
Finance, General
Southern California Edison June 2013 - Present
Southern California Edison June 2008 - Present
Union Bank October 2001 - February 2008
Baxter Healthcare Corp August 1999 - March 2001
Oracle Corp July 1998 - July 1999
California Federal Bank August 1996 - July 1998
Nicholas-Applegate Capital Management September 1994 - July 1996
United States Marine Corp December 1983 - December 1987
Skills
Business Process..., Program Management, Project Management, Business Analysis, PMO, Process Improvement, Business Process, Visio, Energy, Risk Management, Project Portfolio..., SDLC, Cross-functional Team..., Project Planning, Integration, Vendor Management, Management, Strategy, Software Documentation, Budgets, Requirements Gathering, CRM, Analysis, PMP, ERP, Access
Education
San Diego State University
Bachelor of Science, Finance
UC Irvine
Certificate, Project Management
University of LaVerne
MBA, Information Systems (2014)
Financial September 2005 - August 2015
Nicholas Applegate Capital Management 2002 - 2005
Education
California State University-Long Beach - College of Business Administration 1997 — 2001
BS Finance, Finance
Foothill High School 1993 — 1997
Rockett Creative January 2008 - Present
Dunham & Associates Investment Counsel May 2006 - October 2007
Asset Marketing Systems February 2005 - February 2006
Jackson National Life / Curian Capital, LLC May 2002 - June 2003
RunMoney Corporation June 2000 - December 2001
Nicholas-Applegate Capital Management September 1997 - March 1999
Franklin Resources May 1988 - September 1997
Skills
Copywriting, Marketing Communications, Corporate Communications, Advertising, Editing, Newsletters, Direct Mail, Online Marketing, Social Media, Social Media Marketing, Creative Direction, Brochures, Corporate Branding, Direct Marketing, Publishing, Collateral, Event Management, Strategy, Web Design, Graphic Design, Strategic Communications, Public Relations, Marketing, Email Marketing, Sales, Press Releases, Strategic Planning, Start-ups, B2B, Management, Marketing Strategy, Photography, Integrated Marketing, Brand Development, SEO
Education
California State University-East Bay 1983 — 1987
BA, Mass Communication
ACA Compliance Group August 2008 - Present
PricewaterhouseCoopers LLP January 2003 - February 2008
Nicholas-Applegate Capital Management February 2000 - October 2002
US Securities and Exchange Commission July 1993 - February 2000
Richard Fontaine Associates, Inc. April 1989 - July 1993
T. Rowe Price March 1987 - April 1989
Skills
Securities, Hedge Funds, Private Equity, Mutual Funds, Compliance, Compliance Monitoring, Securities Regulation, Regulatory Requirements, Regulatory Documentation, Regulatory Filings, Due Diligence, Investment Advisory, Alternative Investments, Investment Management, Financial Policies &..., Code of Ethics, Document Review, Gap Analysis, AML, Portfolio Management, Auditing, Internal Controls, SEC, Venture Capital
Education
University of Southern California 1982 — 1987
MS, Systems Management - Logistics Option
Cornell University 1974 — 1978
BA, Economics
Gunderson Capital Management March 2015 - August 2015
Accounting 2013 - 2014
Allianz Global Investors 2006 - 2013
Nicholas Applegate Capital Management 2000 - 2006
The Wadsworth Group (Acquired by U.S. Bancorp Fund Services) 1995 - 2000
Moy Escrow, Inc. 1991 - 1995
Skills
Mutual Funds, Financial Analysis, Financial Reporting, Asset Management, Risk Management, Hedge Funds, Fund Administration, Alternative Investments, Relationship Management, Financial Audits, Project Management, Due Diligence, Variance Analysis, Operating Budgets, Expense Budget..., Cash Management, Finance, Financial Services, Financial Management..., Third Party Vendor..., Regulatory Affairs, Tax Returns, U.S. GAAP, Quality Control, Process Management, IRS Requirements, Tax Reporting, Structured Products, FASB Standards, QuickBooks, Investments, Accounting, Management, Partnership Taxation, Business Development, Client Relations, Onboarding, Establishing New...
Education
MBA, University of Phoenix
Master of Business Administration (M.B.A.)
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Business Administration, Management and Human Resources
San Diego State University-California State University
Cert, Digital and Social Media
Alliant Insurance Services December 2013 - Present
Fitbit November 2012 - November 2013
WebMD September 2011 - November 2012
Precept December 2009 - September 2011
Precept August 2007 - November 2009
Precept February 2006 - August 2007
Nordstrom 2003 - 2006
Fred Segal Beauty 2004 - 2004
Nicholas-Applegate Capital Management 2000 - 2002
Skills
Employee Benefits, Management, Strategic Planning, Business Development, Relationship Management, Employee Wellness..., Health Promotion, Sales, Account Management, Benefits Administration, Analytics, CRM, Market Research, Strategy, Leadership, Salesforce.com, Selling, Training, Customer Satisfaction, Program Management, Strategic Partnerships, Marketing Strategy, Cross-functional Team..., Consulting, Enterprise Software, Marketing, Vendor Management, Start-ups, Recruiting
Education
University of California, San Diego 1998 — 2002
BA, Communication
Dartmouth College 2001 — 2001
Economics
Accenture August 2015 - Present
Premier Practice Solutions December 2014 - Present
The Walsh Group February 2014 - October 2014
Tesoro June 2005 - July 2012
Anteon May 2002 - January 2004
Nicholas Applegate Capital Management December 1995 - February 2001
Skills
Community Development, Program Management, Nonprofits, Volunteer Management, Project Management, Budgets, Management, Public Relations, Customer Service, Social Networking, Community Engagement, Public Speaking, Leadership Development, Team Building, Event Planning, Project Planning, Strategic Planning, Internal Communications, Leadership, Marketing, Marketing Communications, Microsoft Excel, Time Management, PowerPoint, Social Media, SharePoint, Training, Event Management, Newsletters, Research, Supervisory Experience, Reporting & Analysis, Home Staging, Photography, Process Improvement, Contract Negotiation, Analysis, Microsoft Office
Education
University of California, San Diego
Bachelor's degree, Visual Arts and Communications
Wells Fargo April 2013 - Present
CLG Associates September 2010 - Present
Mellon Capital Management September 2010 - April 2013
Mellon Capital Management February 2010 - August 2010
Mellon Capital Management October 2005 - February 2010
Bank of New York Mellon 2005 - February 2010
American Express Financial Advisors September 2003 - May 2005
Merrill Lynch Investment Managers 2000 - 2000
Nicholas-Applegate Capital Management 1994 - 1998
Computer Economics, Inc. September 1992 - November 1994
Skills
Analysis, Project Management, Project Planning, Equities, Budgets, Capital Markets, Portfolio Management, Resource Management, Investments, Management, Risk Management, Business Analysis, Fixed Income, Finance, Derivatives, Financial Services, Asset Management, Hedge Funds, Strategy, SDLC, Program Management, Investment Management, Securities, Integration, Alternative Investments, Bloomberg, Mutual Funds, Leadership, Asset Allocation, Vendor Management, Banking, Financial Analysis, Financial Modeling, Financial Markets, Executive Management, Series 7, Valuation
Education
University of California, San Diego 1981 — 1985
BA, Mathematics/Computer Science, 16
Mt. Carmel HIgh School 1978 — 1981
General education. AP calculus, AP English, AP Spanish, High school general education
Allianz Global Investors January 2014 - Present
Allianz Global Investors Capital April 2008 - December 2013
Nicholas-Applegate Capital Management September 2002 - March 2008
Nicholas-Applegate Capital Management December 1999 - April 2002
LPL Financial Services April 1997 - August 1999
Scott Paper Company 1987 - 1993
Skills
Project Management, MS Project, Program Management, Project Portfolio..., PMP, Requirements Analysis, Requirements Gathering, Business Relationship..., Project Planning, Strategic Planning, Change Management, Project Risk, Business Analysis, Business Process, PMO, Management, Strategy, Operations Management, Team Leadership, Project Delivery, Risk Management, Business Process..., Microsoft Project
Education
University of California, San Diego 2008 — 2012
UC San Diego Extension’s Professional Certificate in Project Management - Obtained May 2012, Project Management
Villanova University 1985 — 1989
B.A. Business Administration, Finance
Malvern Preparatory School 1981 — 1985
General, Business Administration and Management, General
OppenheimerFunds February 2001 - Present
Franklin Templeton Group March 1998 - February 2001
Nicholas Applegate Capital Management 1996 - 1998
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, 401k, Alternative Investments, Separately Managed..., Investment Strategies, Securities, Portfolio Management, ETFs, Series 65, Series 24, Investment Advisory
Education
University of Minnesota - Carlson School of Management 1990 — 1992
Master of Business Administration (M.B.A.), Marketing
Gustavus Adolphus College 1983 — 1987
B.A., Business
Wealthcare Capital Management February 2014 - Present
Salt Marsh Asset Management September 2006 - January 2014
Evergreen Investments January 2004 - September 2006
Nicholas Applegate Capital Management August 1992 - December 2003
Interinvest Corporation January 1990 - July 1992
Prudential Financial January 1988 - December 1989
Dean Witter Reynolds September 1985 - December 1988
Skills
Portfolio Management, Investments, Institutional..., Asset Management, Investment Advisory, Separately Managed..., Strategic Financial..., High Net Worth..., Wealth Management, Securities, Equities, Investment Strategies, Investment Management, Public Speaking
Education
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Science (BSc), Zoology/Neurophysiology Honors Thesis
University of East Anglia 1982 — 1983
Organic Chemistry
LANDMARK METALCOAT INC August 2002 - August 2012
TRILIBIS MOBILE INC August 2002 - March 2006
WATERMARK CAPITAL MANAGEMENT LLC July 1997 - June 2002
NICHOLAS APPLEGATE CAPITAL MANAGEMENT August 1993 - February 1997
EXXON SHIPPING COMPANY USA January 1985 - December 1989
GENERAL ELECTRIC COMPANY July 1984 - December 1984
Skills
Venture Financing, Business Development, Executive Management, Strategic Planning, Market Analysis, Financial Analysis, Risk Management, Portfolio Management, Systems Engineering
Education
San Diego State University-California State University 1991 — 1994
MBA, Finance
United States Merchant Marine Academy 1980 — 1984
BS, Engineering
American Specialty Health October 2012 - Present
Allianz Global Investors March 2008 - April 2012
Allianz Global Investors April 2005 - March 2008
Nicholas Applegate Capital Management January 2000 - April 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Prospect Research, Spanish-speaking, Series 7, Client Service, Sales Support, Sales Prospecting, Financial Services, Wellness, Marketing, Sales Operations, Business Development, Management, Project Management, Investments, Training, Client Services
Education
University of San Diego
Libre Technology, Inc. April 2007 - Present
New Century March 2004 - April 2007
Nicholas Applegate Capital Management December 1998 - January 2004
Skills
Financial Modeling, Financial Analysis, Forecasting, Financial Reporting, Budgets, Contract Negotiation, Financial Services, Banking, Strategic Financial..., Cash Flow, Cash Management, Portfolio Management, Analysis, Mortgage Lending, Loans, Loan Origination, Finance, Due Diligence, Business Development, Negotiation, Investments, Strategy, Executive Management, Strategic Planning, Mergers & Acquisitions, Financial Planning
Education
University of Florida - Warrington College of Business Administration 2000 — 2003
MBA
University of Southern California - Marshall School of Business 1993 — 1995
BS
Moorpark College 1991 — 1993
Newbury Park HS 1988 — 1991
Eli Lilly and Company July 2014 - Present
Eli Lilly and Company August 2012 - June 2014
Eli Lilly and Company March 2010 - August 2012
Eli Lilly and Company July 2006 - March 2010
Eli Lilly and Company January 2002 - May 2006
Experience.com January 2001 - October 2001
Nicholas-Applegate Capital Management June 1998 - January 2001
Skills
Coaching, Pharmaceutical Industry, Market Access, Managed Care, Pharmaceutical Sales, Medicare Part D, Pricing Strategy, Global Marketing, Biotechnology, Lifesciences, Urology, Neuroscience, Hospital Sales, Market Research, Regulatory Affairs, Sales Effectiveness, Health Economics, Oncology, Cross-functional Team..., Strategy, Neurology, Endocrinology, Rheumatology, Cardiology, Product Launch, Gastroenterology, Therapeutic Areas, Medical Affairs, Osteoporosis
Education
University of Massachusetts Boston 2000 — 2005
M.B.A., Marketing
University of California, San Diego 1995 — 1998
B.S., Bio-Psychology
Chaffey College 1994 — 1995
A.A., Psychology
University of California, Santa Barbara 1993 — 1994
N/A, Psychology
Bonita High School
Counterparty Systems, Inc. 2008 - Present
Fidelity Investments 2005 - 2007
Fidelity Investments 1999 - 2005
Nicholas Applegate Capital Management 1997 - 1999
Jefferies & Company, Inc 1996 - 1997
Salomon Brothers 1989 - 1996
AT&T 1987 - 1989
Skills
Stocks, Equities, Trading Systems, Asset Management, Trading, Disaster Recovery, Electronic Trading, Unix, Software Development, Financial Services, Integration, Agile Methodologies, Java, C/C++ STL, Objective-C, Python, Ruby, Web Design, Web Development, iOS development, Android Development, OS X, Project Portfolio..., Portfolio Management, Databases, SDLC
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2005
M.B.A., International Business
University of New Hampshire 1983 — 1987
B.S., Computer Science
Financial Services Technology March 2013 - November 2013
LPL Financial June 2008 - March 2013
Fisher Investments March 2005 - May 2008
Merrill Lynch 1999 - 2004
Fidelity Investments 1997 - 1999
Nicholas-Applegate Capital Management August 1995 - October 1997
Salomon Bros 1989 - 1995
AT&T Information Systems 1988 - 1989
Skills
Asset Managment, SDLC, Securities, Financial Services, Integration, Trading, Equities, Management, Software Development, Investment Management, Program Management, Telecommunications, Oracle, Vendor Management, Risk Management, Strategy, Asset Management, Access, Enterprise Architecture, Trading Systems, Enterprise Software, Disaster Recovery, Fixed Income, Business Development, Java, Portfolio Management, Finance, Agile Methodologies, Architecture, IT Management, SOA, CRM, Analytics, Virtualization, Cloud Computing, Data Center, Big Data, Team Leadership, Process Improvement, Infrastructure, Strategic Planning, IT Strategy, Business Process..., Business Analysis, Application Architecture, Software Project..., Business Strategy, Leadership, Project Portfolio..., Business Intelligence
Education
Rutgers University-New Brunswick 1975 — 1980
BA, Liberal Arts
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
Allianz Global Investors April 2013 - Present
Allianz Global Investors Capital April 2010 - March 2013
Nicholas Applegate Capital Management January 1999 - March 2010
Andersen Consulting 1992 - 1998
Accenture 1992 - 1998
Capital Group May 1992 - October 1997
General Dynamics 1989 - 1992
Skills
Equities, Asset Managment, Portfolio Management, Investments, Trading Systems, Securities, Financial Markets, Trading, Microsoft Excel, Project Management, Bloomberg, Technology Management, Trade Compliance, Electronic Trading, Asset Management, Equity Trading, Fixed Income, Business Analysis, Financial Services, Market Data, Hedge Funds, Finance, Alternative Investments, Investment Management, System Architecture, Bloomberg Software
Education
University of Phoenix 2002 — 2006
M.B.A, Technology Management
University of California, San Diego 1985 — 1989
B.S., Quantitative Economics and Decision Sciences
Harvard 1979 — 1985
High School
Sanderling Ventures April 2006 - Present
Nicholas-Applegate Capital Management September 1998 - March 2006
State Street Bank 1995 - 1998
Putnam Investments 1990 - 1994
PriceWaterhouseCoopers 1986 - 1990
KPMG 1981 - 1985
Tufts University 1978 - 1981
Skills
Private Equity, Venture Capital, Auditing, Finance, Investments, Accounting, Due Diligence, Financial Modeling, Corporate Development, Financial Analysis, Investor Relations, Valuation, SEC filings, Financial Reporting, Mergers & Acquisitions, SEC Filings, Management, Asset Management
Education
Boston College 1974 — 1978
BS, Accounting
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)
ClariVest Asset Management LLC March 2006 - Present
Nicholas Applegate Capital Management May 1994 - March 2006
Coopers & Lybrand LLC May 1991 - May 1994
Education
Brigham Young University 1986 — 1991
Masters, Accounting / Information Systems
HighMark Capital Management January 2013 - Present
HighMark Capital Management April 2010 - Present
Fathers for Fitness January 2008 - July 2012
Boyd Fitness Partners, LLC January 2006 - July 2012
HighMark Capital Management 2010 - 2012
Encinitas Education Foundation at OPE December 2006 - July 2009
Encinitas Education Foundation January 2006 - July 2009
Nicholas- Applegate Capital Management January 2001 - January 2006
US Bancorp Piper Jaffray January 1994 - January 2001
Arneson Kercheville Ehrenberg & Associates January 1991 - January 1994
Skills
Management, Due Diligence, Equities, Investments, Leadership, Trading, Entrepreneurship, Finance, Corporate Finance, Portfolio Management, Marketing
Education
国際基督教大学 1981 — 1986
Bachelor of Arts, Economics
International Christian University 1981 — 1985
Bachelor of Arts, Economics
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 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
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
Crest Investment Partners September 2011 - Present
Crest Investment Partners, LLC 2011 - 2014
Standard & Poor's Investment Advisory January 2000 - February 2012
S&P Equity Research January 2000 - March 2005
Credit Suisse First Boston June 1999 - January 2000
Goldman Sachs July 1998 - May 1999
Nicholas Applegate Capital Management November 1996 - May 1997
Skills
Equities, Portfolio Management, Financial Modeling, Investments, Valuation, Equity Research, Asset Management, Investment Strategies, Asset Allocation, Mutual Funds, Quantitative Analytics, Structured Products, Finance, Fixed Income, Trading, Economics
Education
Pace University 1999 — 2002
MS, Investment Management
Alliant International University-San Diego Scripps Ranch 1995 — 1996
MBA
Università degli Studi di Perugia 1986 — 1991
Laurea, Economics & Political Science
Albourne America June 2011 - Present
SDCERA March 2009 - May 2011
San Diego County Employees Retirement Association March 2009 - May 2011
La Jolla Country Day School 2008 - 2010
SDCERA September 2004 - March 2009
San Diego County Employees Retirement Association February 2001 - August 2004
Nicholas Applegate Capital Management February 2000 - July 2000
Education
San Diego State University-California State University 1998 — 2000
MBA, finance
San Diego State University
MBA, Finance
University of California, Davis 1987 — 1992
BS, physiology
University of California, Davis
B.S
Nicholas-Applegate Capital Management 2000 - 2003
Nicholas Applegate 2000 - 2003
Education
Stanford University
EDF Renewable Energy December 2012 - Present
EDF Renewable Energy (formerly enXco) 2010 - Present
Biogen Idec May 2003 - June 2009
Nicholas Applegate Capital Management 1997 - 2002
Skills
Cross-functional Team..., Performance Metrics, Renewable Energy, Project Management, Financial Modeling, Due Diligence, Wind, Alternative Energy, Energy, Project Finance, SAP, Program Management, Cleantech, Solar Energy, Manufacturing
Education
Universität Basel 1992 — 1996
MBA, BA, Economics
Faith-Based International Nonprofit 2010 - 2014
Vigilant Partners, LLC. 2008 - 2010
CapitalWorks Investment Partners, LLC 1999 - 2007
Nicholas-Applegate Capital Management 1989 - 1999
IBM 1984 - 1989
Skills
Executive Management, Strategic Planning, Organizational..., Investment Management, Advancement, Development, Marketing, Communications, Not for Profit
Education
Loyola Law School, Los Angeles 1986 — 1989
Juris Doctor (J.D.), Juris Doctorate
Loyola Marymount University 1977 — 1982
Bachelor’s Degree, Bachelor's of Art: Psychology
Loyola Marymount University 1977 — 1982
Bachelor’s Degree, Bachelor's of Science: Biology
Johns Hopkins Bloomberg School of Public Health
Graduate Studies: International Health & Human RIghts
Best Beverage Catering February 2005 - Present
Best Beverage Catering February 2005 - October 2011
Nicholas - Applegate Capital Management 2000 - 2005
Carl Domino Associates 1997 - 1999
Skills
Event Management, Event Planning, Budgets, Marketing Management, Microsoft Excel, Customer Service, Marketing Communications, PowerPoint, New Business Development, Social Media, Microsoft Office, Email Marketing, Lead Generation, Research, Catering, Restaurants
Education
Armstrong Atlantic State University
Valdosta State University
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
Merrill Lynch Private Banking and Investment Group November 2010 - Present
Merrill Lynch Bank Suise S.A. June 2006 - November 2010
Merrill Lynch Private Banking and Investment Group February 2003 - June 2006
MERRILL LYNCH & CO January 2001 - January 2003
MERRILL LYNCH & CO January 2001 - January 2002
NICHOLAS-APPLEGATE CAPITAL MANAGEMENT January 2000 - January 2001
Education
University of Arizona
BS, Retail & Consumer Studies
TCW 1998 - Present
InvestorReach, Inc. 1996 - 1998
Nicholas-Applegate Capital Management 1993 - 1996
Morgan Stanley Dean Witter 1988 - 1993
Skills
Strategic Planning, Cross-functional Team..., Product Analysis, Marketing..., Manage Client..., Mutual Funds, Separate..., Cross Channel Marketing, Investments, Mutual Funds, Marketing Strategy, Separately Managed..., Equities, Management, Investment Management, Leadership, Institutional...
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics
Trader Joe's January 2009 - Present
Nicholas-Applegate Capital Management 1999 - 2005
First Quadrant 1988 - 1999
Skills
Asset Managment, Singing, Television, Event Planning, Piano, Fundraising
Education
California State University-Northridge 1988 — 1991
Master's in Business Administration, Finance
Voya Investment Management May 2013 - Present
Allianz Global Investors Capital & Allianz Global Investors Solutions April 2009 - February 2013
Nicholas-Applegate Capital Management March 1995 - April 2009
Pacific Life 1993 - March 1995
Skills
Portfolio Management, Securities, Series 7, Hedge Funds, Asset Managment, Investments, Bank Secrecy Act, USA PATRIOT Act, OFAC, FINRA, Wealth Management, AML, Banking, Due Diligence, Private Equity, FCPA, Series 24, Insurance, Securities Regulation, Series 6, Series 63, Series 65, Compliance, Asset Management, Legal Compliance, Investment Advisory, Financial Risk, Risk Management, Bloomberg
Education
Anderson School at UCLA 2004 — 2006
Master of Business Administration (MBA), Business Administration, Management and Operations
National University 1994 — 1998
Bachelor's degree, Finance, General
TCRS, Treasury Department, State of TN November 2011 - Present
MAM April 2010 - October 2011
Northern Trust Global Investments June 2007 - March 2010
Spot Trading, LLC October 2006 - May 2007
Credit Suisse Securities September 2005 - August 2006
Nicholas Applegate Capital Management June 2000 - August 2005
U.S. Navy May 1992 - July 1998
Education
Kelley School of Business, Indiana University 1998 — 2000
M.B.A., Finance
United States Naval Academy 1988 — 1992
B.S.
ClipperData March 2013 - Present
ClipperData LLC 2012 - 2014
Try It Local July 2012 - August 2012
Genscape, Inc. December 2000 - June 2002
Logic Innovations March 1999 - December 2000
Nicholas-Applegate Capital Management January 1997 - February 1999
General Instruments December 1995 - December 1996
Morgan Guaranty Trust Company May 1994 - March 1995
Fuji Capital Markets Corp April 1993 - May 1994
Loan Pricing Corp July 1992 - March 1993
Skills
JavaScript, Perl, Bash, Linux, full stack, jQuery, SQL, PHP, Unix Shell Scripting, User Interface Design, Web Applications, Ad Hoc Reporting, Web Scraping, Postgres, phplot, Network Administration, greasemonkey, tampermonkey
Education
New York University 1989 — 1992
Bachelor of Arts (B.A.), Computer Science