Oaktree Capital Management
Industry: Asset management company
DescriptionOaktree Capital Management is an American global asset management firm specializing in alternative investment strategies. It is the largest distressed securities investor in the world, and one of the largest credit investors in the world. Assets under management: 122 billion USD (as of June 30, 2018) CEO: Jay S. Wintrob (6 Oct 2014–) Subsidiaries: GFI Energy Ventures LLC, Highstar Capital, Founders: Howard S. Marks, Bruce Karsh, Steven Kaplan, Larry Keele, Sheldon Stone, Richard Masson
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Oaktree Capital Management Employees
Employee
Years
Job
Industry
Angela Chiang Angela Chiang's Oaktree Capital Management Experience May 2013 - June 2015
Job Associate at Oaktree Capital Management, L.P.
Industry Financial Services
Experience
Oaktree Capital Management, L.P. June 2015 - Present
Oaktree Capital Management May 2013 - June 2015
UBS August 2011 - May 2013
Cornell University August 2009 - May 2011
Cornell Chinese Music Ensemble February 2009 - May 2011
Skills
Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Project Server, MS Project, Business Analysis, Project Management, Process Improvement, Program Management, Visio, Access
Education
Cornell University 2007 — 2011
BA, Mathematics, Concentration Statistics, Minor Music
Oaktree Capital Management, L.P. June 2015 - Present
Oaktree Capital Management May 2013 - June 2015
UBS August 2011 - May 2013
Cornell University August 2009 - May 2011
Cornell Chinese Music Ensemble February 2009 - May 2011
Skills
Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Project Server, MS Project, Business Analysis, Project Management, Process Improvement, Program Management, Visio, Access
Education
Cornell University 2007 — 2011
BA, Mathematics, Concentration Statistics, Minor Music
Shari Harrison Shari Harrison's Oaktree Capital Management Experience December 2004 - January 2015
Job Compliance Analyst at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments February 2015 - Present
Oaktree Capital Management December 2004 - January 2015
Oaktree Capital Management December 2009 - December 2012
Oaktree Capital Management December 2004 - December 2009
Skills
Investment Management, Hedge Funds, Analysis, Alternative Investments, Management, Portfolio Management, Fixed Income, Internal Audit, Trading, Fixed Income Strategies, High Yield Bonds, Term Loan, CLO, High Yield, Private Equity, Asset Allocation, Equities, Asset Management, Mutual Funds, Finance, Securities, Bloomberg
Education
California State University-Los Angeles 2008 — 2011
Bachelor of Science (B.S.), Business Administration, Option - Management
Nuveen Investments February 2015 - Present
Oaktree Capital Management December 2004 - January 2015
Oaktree Capital Management December 2009 - December 2012
Oaktree Capital Management December 2004 - December 2009
Skills
Investment Management, Hedge Funds, Analysis, Alternative Investments, Management, Portfolio Management, Fixed Income, Internal Audit, Trading, Fixed Income Strategies, High Yield Bonds, Term Loan, CLO, High Yield, Private Equity, Asset Allocation, Equities, Asset Management, Mutual Funds, Finance, Securities, Bloomberg
Education
California State University-Los Angeles 2008 — 2011
Bachelor of Science (B.S.), Business Administration, Option - Management
Spenser Keen Spenser Keen's Oaktree Capital Management Experience May 2013 - Present
Job Portfolio Analyst at Oaktree Capital Management
Industry Marketing and Advertising
Experience
Oaktree Capital Management May 2013 - Present
Deutsche Bank March 2011 - March 2012
Yelp, Inc. June 2010 - March 2011
Westwind Prep International June 2009 - September 2009
Skills
Microsoft Excel, Customer Service, Microsoft Office, Sales Operations, Social Networking, International Relations, Team-oriented, Outlook, Facebook, Front Office Support, New Hire Training, Access, Reporting & Data...
Education
St. Mary's University College Twickenham - London 2011 — 2012
Master of Business Administration (MBA), International Business
Arizona State University 2006 — 2010
Bachelor of Science (B.S.), Kinesiology
Oaktree Capital Management May 2013 - Present
Deutsche Bank March 2011 - March 2012
Yelp, Inc. June 2010 - March 2011
Westwind Prep International June 2009 - September 2009
Skills
Microsoft Excel, Customer Service, Microsoft Office, Sales Operations, Social Networking, International Relations, Team-oriented, Outlook, Facebook, Front Office Support, New Hire Training, Access, Reporting & Data...
Education
St. Mary's University College Twickenham - London 2011 — 2012
Master of Business Administration (MBA), International Business
Arizona State University 2006 — 2010
Bachelor of Science (B.S.), Kinesiology
Abigail Fontes Abigail Fontes's Oaktree Capital Management Experience April 2013 - Present
Job Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management April 2013 - Present
PIMCO November 2011 - March 2013
BlackRock Financial Management July 2008 - December 2011
Care USA August 2007 - August 2007
Clarity Consulting, Inc June 2006 - June 2007
S&C Electric Company May 2005 - August 2005
Skills
Compliance, Financial Technology, Project Planning, Financial Modeling, Quantitative Analytics, Bloomberg, VBA, BlackRock Aladdin, Risk Management, Business Analysis, Program Implementation, Valuation, Asset Management
Education
Duke University 2007 — 2008
Master, Engineering Management
University of Illinois 2002 — 2006
Bachelor of Science, Electrical Engineering
St Mary's
Oaktree Capital Management April 2013 - Present
PIMCO November 2011 - March 2013
BlackRock Financial Management July 2008 - December 2011
Care USA August 2007 - August 2007
Clarity Consulting, Inc June 2006 - June 2007
S&C Electric Company May 2005 - August 2005
Skills
Compliance, Financial Technology, Project Planning, Financial Modeling, Quantitative Analytics, Bloomberg, VBA, BlackRock Aladdin, Risk Management, Business Analysis, Program Implementation, Valuation, Asset Management
Education
Duke University 2007 — 2008
Master, Engineering Management
University of Illinois 2002 — 2006
Bachelor of Science, Electrical Engineering
St Mary's
Rodger Gordon Rodger Gordon's Oaktree Capital Management Experience August 2009 - Present
Job Senior Administrator at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management August 2009 - Present
Roll International (Fiji Water, POM Wonderful, Teleflora, Paramount Agribusiness, Suterra, Neptune) 2006 - August 2009
Roll International March 2006 - May 2009
Mercer Human Resource Consulting March 2000 - December 2005
Education
American Intercontinental University 2005 — 2005
Master, IT - technology security and relation with business processes.
California State University-Sacramento 1991 — 1995
B.A, Media Communication & Production
Oaktree Capital Management August 2009 - Present
Roll International (Fiji Water, POM Wonderful, Teleflora, Paramount Agribusiness, Suterra, Neptune) 2006 - August 2009
Roll International March 2006 - May 2009
Mercer Human Resource Consulting March 2000 - December 2005
Education
American Intercontinental University 2005 — 2005
Master, IT - technology security and relation with business processes.
California State University-Sacramento 1991 — 1995
B.A, Media Communication & Production
Darcy Wilson Darcy Wilson's Oaktree Capital Management Experience August 2014 - Present
Job Private Equity Investment Associate at Oaktree Capital Management
Industry Venture Capital & Private Equity
Experience
Oaktree Capital Management August 2014 - Present
Highstar Capital August 2013 - August 2014
J.P. Morgan June 2012 - August 2013
Harvard University September 2009 - May 2012
Credit Suisse June 2011 - August 2011
Harvard Investment Association October 2008 - May 2011
Suncor Energy May 2010 - August 2010
Genuity Capital Markets May 2009 - August 2009
Education
Harvard University
A.B., cum laude in Economics, 3.8
Massachusetts Institute of Technology - Sloan School of Management
Oaktree Capital Management August 2014 - Present
Highstar Capital August 2013 - August 2014
J.P. Morgan June 2012 - August 2013
Harvard University September 2009 - May 2012
Credit Suisse June 2011 - August 2011
Harvard Investment Association October 2008 - May 2011
Suncor Energy May 2010 - August 2010
Genuity Capital Markets May 2009 - August 2009
Education
Harvard University
A.B., cum laude in Economics, 3.8
Massachusetts Institute of Technology - Sloan School of Management
Steven Song Steven Song's Oaktree Capital Management Experience June 2012 - May 2014
Job Business Analyst at Cisco Meraki
Industry Information Technology and Services
Experience
Cisco Meraki September 2015 - Present
Cisco Meraki May 2014 - September 2015
Oaktree Capital Management June 2012 - May 2014
HSBC June 2011 - August 2011
Martin Wolf Securities June 2010 - August 2010
Waste Ventures June 2009 - August 2009
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, International Business
General Assembly 2015 — 2015
Analytics
Bellarmine College Preparatory 2004 — 2008
Cisco Meraki September 2015 - Present
Cisco Meraki May 2014 - September 2015
Oaktree Capital Management June 2012 - May 2014
HSBC June 2011 - August 2011
Martin Wolf Securities June 2010 - August 2010
Waste Ventures June 2009 - August 2009
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, International Business
General Assembly 2015 — 2015
Analytics
Bellarmine College Preparatory 2004 — 2008
Jeremiah Schneider Jeremiah Schneider's Oaktree Capital Management Experience July 2012 - Present
Job Research Analyst at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management July 2012 - Present
Goldman Sachs November 2010 - July 2012
Morgan Stanley July 2010 - November 2010
PricewaterhouseCoopers June 2009 - August 2009
UBS Investment Bank March 2009 - May 2009
GE June 2008 - August 2008
BayBerry Associates September 2007 - August 2008
Education
Fairfield University 2006 — 2010
Bachelor of Science, Accounting, Economics, & Finance
Florence University of the Arts 2008 — 2008
Oaktree Capital Management July 2012 - Present
Goldman Sachs November 2010 - July 2012
Morgan Stanley July 2010 - November 2010
PricewaterhouseCoopers June 2009 - August 2009
UBS Investment Bank March 2009 - May 2009
GE June 2008 - August 2008
BayBerry Associates September 2007 - August 2008
Education
Fairfield University 2006 — 2010
Bachelor of Science, Accounting, Economics, & Finance
Florence University of the Arts 2008 — 2008
Allison Furuya Allison Furuya's Oaktree Capital Management Experience April 2013 - Present
Job Specialist at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management April 2013 - Present
Capital Group October 2009 - November 2012
Capital Group February 2006 - September 2009
Capital Group March 2002 - February 2006
Capital Group March 2001 - February 2002
Capital Group May 1998 - February 2001
Capital Group May 1997 - April 1998
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Business Objects, Bloomberg, ADP Payroll, Telekurs, Equity Valuation, Reuters
Education
Pepperdine University, Graziadio School of Business
MBA, Finance
California State Polytechnic University-Pomona
BS, Accounting
Oaktree Capital Management April 2013 - Present
Capital Group October 2009 - November 2012
Capital Group February 2006 - September 2009
Capital Group March 2002 - February 2006
Capital Group March 2001 - February 2002
Capital Group May 1998 - February 2001
Capital Group May 1997 - April 1998
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Business Objects, Bloomberg, ADP Payroll, Telekurs, Equity Valuation, Reuters
Education
Pepperdine University, Graziadio School of Business
MBA, Finance
California State Polytechnic University-Pomona
BS, Accounting
Roya Saleh Roya Saleh's Oaktree Capital Management Experience July 2012 - February 2015
Job Legal Services Professional
Industry Legal Services
Experience
HBK Capital Management February 2015 - Present
Oaktree Capital Management July 2012 - February 2015
Prosper Law Group, LLP July 2011 - July 2012
Jones McClure Publishing February 2009 - March 2011
Farmers Insurance Agency March 2007 - August 2007
Baylor University September 2005 - December 2006
Education
University of Houston 2007 — 2010
JD
Baylor University 2003 — 2006
BA, Psychology
HBK Capital Management February 2015 - Present
Oaktree Capital Management July 2012 - February 2015
Prosper Law Group, LLP July 2011 - July 2012
Jones McClure Publishing February 2009 - March 2011
Farmers Insurance Agency March 2007 - August 2007
Baylor University September 2005 - December 2006
Education
University of Houston 2007 — 2010
JD
Baylor University 2003 — 2006
BA, Psychology
Anthony Arnold's Oaktree Capital Management Experience January 2012 - March 2013
Job Corporate and Financial Transactions Attorney
Industry Law Practice
Experience
Stradling Yocca Carlson & Rauth September 2014 - Present
Distressed Capital Management LLC August 2013 - September 2014
Oaktree Capital Management January 2012 - March 2013
O'Melveny and Myers October 2007 - April 2009
Cravath, Swaine & Moore LLP May 2006 - August 2006
Skills
Private Equity, Restructuring, Finance, Investment Management, Hedge Funds, Alternative Investments, Debt Restructuring, mergers and acquisitions, Distressed M&A, Real Estate Transactions, Convertible Securities, Structured Finance, M&A experience, Acquisitions, Securitization, Equity Capital Markets, Investments, Distressed Debt, Energy, Special Situations, Structured Products, Asset Management, Divestitures, Capital Raising, Banking Law, Equities, Asset Based Lending, Fixed Income, Portfolio Management, Derivatives, Financial Regulation, Recapitalizations, Financial Services, Corporate Finance, Financial Structuring, Due Diligence, Corporate Law, Venture Capital, Start-ups, Emerging Growth..., Mergers & Acquisitions, Corporate Governance, Joint Ventures, Intellectual Property, Securities
Education
Harvard Law School 2004 — 2007
JD, Law
Harvard University 2000 — 2004
BA, Social Studies
RBVHS
RBVHS
Stradling Yocca Carlson & Rauth September 2014 - Present
Distressed Capital Management LLC August 2013 - September 2014
Oaktree Capital Management January 2012 - March 2013
O'Melveny and Myers October 2007 - April 2009
Cravath, Swaine & Moore LLP May 2006 - August 2006
Skills
Private Equity, Restructuring, Finance, Investment Management, Hedge Funds, Alternative Investments, Debt Restructuring, mergers and acquisitions, Distressed M&A, Real Estate Transactions, Convertible Securities, Structured Finance, M&A experience, Acquisitions, Securitization, Equity Capital Markets, Investments, Distressed Debt, Energy, Special Situations, Structured Products, Asset Management, Divestitures, Capital Raising, Banking Law, Equities, Asset Based Lending, Fixed Income, Portfolio Management, Derivatives, Financial Regulation, Recapitalizations, Financial Services, Corporate Finance, Financial Structuring, Due Diligence, Corporate Law, Venture Capital, Start-ups, Emerging Growth..., Mergers & Acquisitions, Corporate Governance, Joint Ventures, Intellectual Property, Securities
Education
Harvard Law School 2004 — 2007
JD, Law
Harvard University 2000 — 2004
BA, Social Studies
RBVHS
RBVHS
Dina Keo's Oaktree Capital Management Experience October 2013 - January 2014
Job Talent Partner/Technical Recruiter at Q
Industry Internet
Experience
Q March 2014 - Present
Oaktree Capital Management October 2013 - January 2014
ACS July 2013 - October 2013
Wolfgang Puck Catering June 2011 - July 2013
Boston University August 2012 - May 2013
National Society of Minorities in Hospitality September 2010 - May 2013
Jumptap October 2012 - December 2012
Six Senses Spa February 2012 - April 2012
Catering on the Charles September 2011 - January 2012
Catering on the Charles May 2011 - January 2012
Skills
Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Microsoft Office, Event Planning, Sales, Customer Service, Food & Beverage, Team Leadership, Marketing, Human Resources
Education
Boston University 2009 — 2013
Bachelor of Science (B.S.), Hospitality Administration
Boston Latin Academy 2003 — 2009
High School Diploma
Q March 2014 - Present
Oaktree Capital Management October 2013 - January 2014
ACS July 2013 - October 2013
Wolfgang Puck Catering June 2011 - July 2013
Boston University August 2012 - May 2013
National Society of Minorities in Hospitality September 2010 - May 2013
Jumptap October 2012 - December 2012
Six Senses Spa February 2012 - April 2012
Catering on the Charles September 2011 - January 2012
Catering on the Charles May 2011 - January 2012
Skills
Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Microsoft Office, Event Planning, Sales, Customer Service, Food & Beverage, Team Leadership, Marketing, Human Resources
Education
Boston University 2009 — 2013
Bachelor of Science (B.S.), Hospitality Administration
Boston Latin Academy 2003 — 2009
High School Diploma
Anak Rabanal Anak Rabanal's Oaktree Capital Management Experience December 2006 - April 2009
Job Firebrand
Industry Motion Pictures and Film
Experience
Nuveen Investments May 2011 - August 2013
Firebrand Fine Art LA April 2009 - May 2012
Handmade for Baby 2008 - June 2011
Ivory Capital March 2010 - August 2010
Oaktree Capital Management December 2006 - April 2009
Oaktree Capital Management September 2005 - November 2006
Ann Long Fine Art 2004 - 2005
Skills
Bloomberg, Editing, Management, Marketing Strategy, Entrepreneurship, Project Management, Public Relations, Investments, Networking, Market Research
Education
Carnegie Mellon University 1993 — 1997
BFA, Drama - Directing
Stone Ridge Country Day School of the Sacred Heart 1989 — 1993
High School
Nuveen Investments May 2011 - August 2013
Firebrand Fine Art LA April 2009 - May 2012
Handmade for Baby 2008 - June 2011
Ivory Capital March 2010 - August 2010
Oaktree Capital Management December 2006 - April 2009
Oaktree Capital Management September 2005 - November 2006
Ann Long Fine Art 2004 - 2005
Skills
Bloomberg, Editing, Management, Marketing Strategy, Entrepreneurship, Project Management, Public Relations, Investments, Networking, Market Research
Education
Carnegie Mellon University 1993 — 1997
BFA, Drama - Directing
Stone Ridge Country Day School of the Sacred Heart 1989 — 1993
High School
Tim McDonald Tim McDonald's Oaktree Capital Management Experience December 2014 - Present
Job Assistant Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management December 2014 - Present
Los Angeles Salesforce.com User Group December 2014 - Present
Oaktree Capital Management September 2012 - December 2014
Inland Empire Salesforce.com User Group 2010 - December 2014
Tangram Interiors February 2011 - August 2012
Tangram Interiors November 2009 - February 2011
Tangram Interiors April 2004 - November 2009
Spaghettini Italian Grill & Jazz Club August 2001 - January 2004
HiPerSoft Corporation 1999 - 2001
Skills
Salesforce.com, CRM, Social Media Marketing, Email Marketing, Cloud Computing, Social Media, Marketing Strategy, Marketing, SEO, Facebook, Sales, SEM, Blogging, Lead Generation, Online Marketing, Social Networking, Management, Corporate Communications, Leadership, CRM software, Strategic Planning, Advertising, Online Advertising, Training, Brand Management, Strategic Partnerships, Marketing Management, Marketing Communications, Customer Experience, Account Management, New Business Development, Event Planning, Cross-functional Team..., Product Development, Salesforce.com..., Project Management
Education
California State University-Long Beach - College of Business Administration 1997 — 2002
Bachelor of Science, Management Information Systems - Telecommunications
Oaktree Capital Management December 2014 - Present
Los Angeles Salesforce.com User Group December 2014 - Present
Oaktree Capital Management September 2012 - December 2014
Inland Empire Salesforce.com User Group 2010 - December 2014
Tangram Interiors February 2011 - August 2012
Tangram Interiors November 2009 - February 2011
Tangram Interiors April 2004 - November 2009
Spaghettini Italian Grill & Jazz Club August 2001 - January 2004
HiPerSoft Corporation 1999 - 2001
Skills
Salesforce.com, CRM, Social Media Marketing, Email Marketing, Cloud Computing, Social Media, Marketing Strategy, Marketing, SEO, Facebook, Sales, SEM, Blogging, Lead Generation, Online Marketing, Social Networking, Management, Corporate Communications, Leadership, CRM software, Strategic Planning, Advertising, Online Advertising, Training, Brand Management, Strategic Partnerships, Marketing Management, Marketing Communications, Customer Experience, Account Management, New Business Development, Event Planning, Cross-functional Team..., Product Development, Salesforce.com..., Project Management
Education
California State University-Long Beach - College of Business Administration 1997 — 2002
Bachelor of Science, Management Information Systems - Telecommunications
Maureen Schroeder, C.P.A. Maureen Schroeder, C.P.A.'s Oaktree Capital Management Experience December 2012 - Present
Job Tax Manager at Oaktree Capital Management
Industry Accounting
Experience
Oaktree Capital Management December 2012 - Present
Ernst & Young November 2011 - November 2012
Holthouse Carlin & Van Trigt LLP July 2011 - November 2011
Deloitte Tax, LLP November 2009 - July 2011
Education
California State University-Northridge 2005 — 2009
B.S., Accountancy
Oaktree Capital Management December 2012 - Present
Ernst & Young November 2011 - November 2012
Holthouse Carlin & Van Trigt LLP July 2011 - November 2011
Deloitte Tax, LLP November 2009 - July 2011
Education
California State University-Northridge 2005 — 2009
B.S., Accountancy
Christine Pope Christine Pope's Oaktree Capital Management Experience July 2014 - Present
Job Vice President, Strategic Credit, Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management July 2014 - Present
Oaktree Capital Management July 2013 - June 2014
Lazard July 2012 - June 2013
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Analysis, Venture Capital, Investment Banking
Education
Wharton School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
Duke University
Bachelor of Arts (BA)
Duke University School of Law
Doctor of Law (J.D.)
Oaktree Capital Management July 2014 - Present
Oaktree Capital Management July 2013 - June 2014
Lazard July 2012 - June 2013
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Analysis, Venture Capital, Investment Banking
Education
Wharton School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
Duke University
Bachelor of Arts (BA)
Duke University School of Law
Doctor of Law (J.D.)
Eric Gustafsson Eric Gustafsson's Oaktree Capital Management Experience June 2014 - January 2015
Job Career/Academic Advisor at The CollegeBound Network A CareerCo Company
Industry Individual & Family Services
Experience
The CollegeBound Network - A CareerCo Company April 2015 - Present
Oaktree Capital Management June 2014 - January 2015
Carrier Transicold May 2014 - June 2014
Consulgamer December 2013 - April 2014
Collegiate Entrepreneurs January 2013 - June 2013
Skills
Research, Marketing, Social Media Marketing, Writing, Creative Writing, Creative Direction, Microsoft Office, Office Administration, Direct Mail
Education
State University of New York at Binghamton 2009 — 2013
Bachelor of Arts (B.A.), English/History, 3.35
The CollegeBound Network - A CareerCo Company April 2015 - Present
Oaktree Capital Management June 2014 - January 2015
Carrier Transicold May 2014 - June 2014
Consulgamer December 2013 - April 2014
Collegiate Entrepreneurs January 2013 - June 2013
Skills
Research, Marketing, Social Media Marketing, Writing, Creative Writing, Creative Direction, Microsoft Office, Office Administration, Direct Mail
Education
State University of New York at Binghamton 2009 — 2013
Bachelor of Arts (B.A.), English/History, 3.35
Lisa Chen Lisa Chen's Oaktree Capital Management Experience August 2011 - July 2013
Job Senior Associate at Lateral Investment Management, LLC
Industry Investment Management
Experience
Lateral Investment Management, LLC June 2015 - Present
Apple June 2014 - August 2014
Oaktree Capital Management August 2011 - July 2013
Morgan Stanley July 2009 - July 2011
Morgan Stanley June 2008 - August 2008
Equilar May 2006 - August 2007
Actiontec Electronics June 2005 - August 2005
Skills
Valuation, Financial Modeling, Investment Banking, Mergers & Acquisitions, Investments, Transaction Experience, Finance, Strategy, Credit Analysis, Analysis, Private Equity, Business Strategy, Management
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
UC Berkeley 2005 — 2009
BS, Business Administration
Lateral Investment Management, LLC June 2015 - Present
Apple June 2014 - August 2014
Oaktree Capital Management August 2011 - July 2013
Morgan Stanley July 2009 - July 2011
Morgan Stanley June 2008 - August 2008
Equilar May 2006 - August 2007
Actiontec Electronics June 2005 - August 2005
Skills
Valuation, Financial Modeling, Investment Banking, Mergers & Acquisitions, Investments, Transaction Experience, Finance, Strategy, Credit Analysis, Analysis, Private Equity, Business Strategy, Management
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
UC Berkeley 2005 — 2009
BS, Business Administration
Judi Goldman's Oaktree Capital Management Experience September 1997 - November 1998
Job ARRA Certified Laser Technician/ Esthetician. Owner/Creator of ManZilla
Industry Cosmetics
Experience
ULTA Beauty November 2014 - Present
manZilla LLC September 2010 - Present
Desirable Skin August 2014 - January 2015
Singleton housing January 2013 - March 2014
PC Reprographics December 2011 - November 2012
American Laser Centers June 2011 - December 2011
Az Laser Skin Rejuvenation Center April 2010 - April 2011
My Gym Children's Fitness Center Scottsdale September 2004 - December 2010
Fox accounting 1998 - 1999
Oaktree Capital Management September 1997 - November 1998
Skills
Marketing, Marketing Strategy, Training, Start-ups, Sales, Coaching, Program Management, Small Business, Time Management, Wellness, Beauty Industry, Social Media Marketing, Advertising, Social Networking, Social Media, Event Planning, Public Speaking, Event Management, Email Marketing, Public Relations, Budgets, Customer Satisfaction, Digital Marketing, Entrepreneurship, Facebook, Graphic Design, Marketing Communications, Online Marketing, Retail, SEO, Team Building, Strategic Planning, Trade Shows, Online Advertising, Direct Marketing, Leadership
Education
Studio Acadamy of Beauty 2014 — 2014
Esthetics, Esthetics
National Laser Institute 2010 — 2010
Laser technition, Medical/Clinical Assistant
Camden County College 1990 — 1992
Associate's degree, Dental Assisting/Assistant
ULTA Beauty November 2014 - Present
manZilla LLC September 2010 - Present
Desirable Skin August 2014 - January 2015
Singleton housing January 2013 - March 2014
PC Reprographics December 2011 - November 2012
American Laser Centers June 2011 - December 2011
Az Laser Skin Rejuvenation Center April 2010 - April 2011
My Gym Children's Fitness Center Scottsdale September 2004 - December 2010
Fox accounting 1998 - 1999
Oaktree Capital Management September 1997 - November 1998
Skills
Marketing, Marketing Strategy, Training, Start-ups, Sales, Coaching, Program Management, Small Business, Time Management, Wellness, Beauty Industry, Social Media Marketing, Advertising, Social Networking, Social Media, Event Planning, Public Speaking, Event Management, Email Marketing, Public Relations, Budgets, Customer Satisfaction, Digital Marketing, Entrepreneurship, Facebook, Graphic Design, Marketing Communications, Online Marketing, Retail, SEO, Team Building, Strategic Planning, Trade Shows, Online Advertising, Direct Marketing, Leadership
Education
Studio Acadamy of Beauty 2014 — 2014
Esthetics, Esthetics
National Laser Institute 2010 — 2010
Laser technition, Medical/Clinical Assistant
Camden County College 1990 — 1992
Associate's degree, Dental Assisting/Assistant
Nick Jagadish Nick Jagadish's Oaktree Capital Management Experience September 2014 - Present
Job AVP Fund Accounting Oaktree Capital
Industry Financial Services
Experience
Oaktree Capital Management September 2014 - Present
The CIM Group November 2010 - September 2014
The TCW Group December 2004 - July 2008
Skills
Finance, Corporate Finance, Cash Flow, Accounting, Accounts Receivable, Financial Statement..., Strategic Financial..., Investments, General Ledger, Risk Management, Strategy, Management, Treasury, Investment Banking, ERP, Financial Modeling, Financial Reporting, Financial Analysis, Asset Management, Valuation
Education
Thunderbird School of Global Management 2008 — 2010
MBA
California State University-Fullerton, Mihaylo College of Business and Economics
BA
Oaktree Capital Management September 2014 - Present
The CIM Group November 2010 - September 2014
The TCW Group December 2004 - July 2008
Skills
Finance, Corporate Finance, Cash Flow, Accounting, Accounts Receivable, Financial Statement..., Strategic Financial..., Investments, General Ledger, Risk Management, Strategy, Management, Treasury, Investment Banking, ERP, Financial Modeling, Financial Reporting, Financial Analysis, Asset Management, Valuation
Education
Thunderbird School of Global Management 2008 — 2010
MBA
California State University-Fullerton, Mihaylo College of Business and Economics
BA
Peter DiMartino Peter DiMartino's Oaktree Capital Management Experience February 2006 - Present
Job Senior Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management February 2006 - Present
Education
Bryant University
Oaktree Capital Management February 2006 - Present
Education
Bryant University
Mirei Hong's Oaktree Capital Management Experience March 2013 - Present
Job Assistant Vice President, Compliance at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management March 2013 - Present
PIMCO June 2006 - March 2013
Pacific Life Insurance Company January 2002 - June 2006
Skills
Mutual Funds, Hedge Funds, FINRA, Private Equity, Regulatory Compliance, Marketing Compliance, Investment Advisers Act, GIPS Compliance, Fixed Income, Broker-Dealer, Investment Management
Education
California State University-Fullerton 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
Oaktree Capital Management March 2013 - Present
PIMCO June 2006 - March 2013
Pacific Life Insurance Company January 2002 - June 2006
Skills
Mutual Funds, Hedge Funds, FINRA, Private Equity, Regulatory Compliance, Marketing Compliance, Investment Advisers Act, GIPS Compliance, Fixed Income, Broker-Dealer, Investment Management
Education
California State University-Fullerton 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
Rebekah McCurry Rebekah McCurry's Oaktree Capital Management Experience February 2013 - April 2013
Job Human Resources Professional
Industry Human Resources
Experience
Saatchi & Saatchi April 2013 - May 2014
Oaktree Capital Management February 2013 - April 2013
PMK*BNC December 2012 - February 2013
Chase August 2011 - March 2012
Skills
Customer Service, Analytical Skills, Corporate Recruiting, Human Resources, Employment Law..., Payroll, Corporate Events, Onboarding, Recruiting, Applicant Tracking..., Benefits Administration, Outlook, Event Planning, HRIS, Talent Acquisition
Education
UCLA Extension 2012 — 2014
Human Resources Management Certificate Program, Human Resources
Biola University 2007 — 2011
Bachelor of Science, International Business Administration, 3.6
Messiah College 2010 — 2010
Saatchi & Saatchi April 2013 - May 2014
Oaktree Capital Management February 2013 - April 2013
PMK*BNC December 2012 - February 2013
Chase August 2011 - March 2012
Skills
Customer Service, Analytical Skills, Corporate Recruiting, Human Resources, Employment Law..., Payroll, Corporate Events, Onboarding, Recruiting, Applicant Tracking..., Benefits Administration, Outlook, Event Planning, HRIS, Talent Acquisition
Education
UCLA Extension 2012 — 2014
Human Resources Management Certificate Program, Human Resources
Biola University 2007 — 2011
Bachelor of Science, International Business Administration, 3.6
Messiah College 2010 — 2010
Evin Lakin Evin Lakin's Oaktree Capital Management Experience April 2013 - Present
Job Recruiting Administrator at Oaktree Capital Management
Industry Human Resources
Experience
Oaktree Capital Management April 2013 - Present
L'Ermitage Beverly Hills July 2012 - February 2013
Ingram Yuzek Gainen Carroll & Bertolotti, LLP June 2010 - March 2012
MTV Networks International September 2009 - May 2010
Columbia University Psychology Department April 2008 - May 2010
The Law Offices of Lee David Lubin June 2009 - August 2009
Neighborhood Legal Services June 2008 - August 2008
Skills
Research, Microsoft Office, Adobe Acrobat, Westlaw, Spanish, Working knowledge of..., Concordance
Education
Columbia University in the City of New York 2006 — 2010
B.A., Political Science and Psychology
University College London, U. of London
Oaktree Capital Management April 2013 - Present
L'Ermitage Beverly Hills July 2012 - February 2013
Ingram Yuzek Gainen Carroll & Bertolotti, LLP June 2010 - March 2012
MTV Networks International September 2009 - May 2010
Columbia University Psychology Department April 2008 - May 2010
The Law Offices of Lee David Lubin June 2009 - August 2009
Neighborhood Legal Services June 2008 - August 2008
Skills
Research, Microsoft Office, Adobe Acrobat, Westlaw, Spanish, Working knowledge of..., Concordance
Education
Columbia University in the City of New York 2006 — 2010
B.A., Political Science and Psychology
University College London, U. of London
Kimberly Firestone Kimberly Firestone's Oaktree Capital Management Experience 2007 - 2009
Job Senior Manager, Product Strategy at SquareTrade
Industry Information Technology and Services
Experience
SquareTrade 2013 - Present
T. Rowe Price June 2011 - August 2011
Endeavor Argentina 2009 - 2010
Oaktree Capital Management 2007 - 2009
UBS Investment Bank 2005 - 2007
Skills
Financial Modeling, Investment Banking, Investments, Finance, Emerging Markets, Restructuring, Leveraged Finance, Equities, Financial Structuring, Entrepreneurship, Business Planning, Analysis, Credit Analysis, Management, Negotiation, High Yield, Corporate Finance, Private Equity, Executive Management, Financial Analysis, Management Consulting, Due Diligence
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA)
Boston University - School of Management 2001 — 2005
Bachelor of Science (BS)
SquareTrade 2013 - Present
T. Rowe Price June 2011 - August 2011
Endeavor Argentina 2009 - 2010
Oaktree Capital Management 2007 - 2009
UBS Investment Bank 2005 - 2007
Skills
Financial Modeling, Investment Banking, Investments, Finance, Emerging Markets, Restructuring, Leveraged Finance, Equities, Financial Structuring, Entrepreneurship, Business Planning, Analysis, Credit Analysis, Management, Negotiation, High Yield, Corporate Finance, Private Equity, Executive Management, Financial Analysis, Management Consulting, Due Diligence
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA)
Boston University - School of Management 2001 — 2005
Bachelor of Science (BS)
Narmeen Azad Narmeen Azad's Oaktree Capital Management Experience July 2013 - Present
Job Vice President
Industry Financial Services
Experience
Oaktree Capital Management July 2013 - Present
Soros Fund Management May 2012 - August 2012
Goldman Sachs July 2008 - July 2011
Education
Harvard Business School 2011 — 2013
MBA
Columbia University in the City of New York 2004 — 2008
Bachelor of Arts (B.A.), Economics
Oaktree Capital Management July 2013 - Present
Soros Fund Management May 2012 - August 2012
Goldman Sachs July 2008 - July 2011
Education
Harvard Business School 2011 — 2013
MBA
Columbia University in the City of New York 2004 — 2008
Bachelor of Arts (B.A.), Economics
Zach Lupei Zach Lupei's Oaktree Capital Management Experience March 2012 - July 2013
Job Product Manager at Google
Industry Internet
Experience
Google July 2015 - Present
Valued Investing November 2013 - January 2015
Oaktree Capital Management March 2012 - July 2013
Space Exploration Technologies May 2011 - March 2012
Space Exploration Technologies October 2008 - May 2011
Skills
Systems Engineering, Matlab, Visual Basic, Nastran, FEMAP, Simulink, Labview, Finite Element Analysis, Financial Modeling, Financial Reporting, Spacecraft, PHP, MySQL, JavaScript, Aerospace, Python, LabVIEW, Project Management, Strategy, Data Analysis, Microsoft Office
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Harvey Mudd College 2004 — 2008
BS, Engineering
Oak Park River Forest High School 2000 — 2004
Google July 2015 - Present
Valued Investing November 2013 - January 2015
Oaktree Capital Management March 2012 - July 2013
Space Exploration Technologies May 2011 - March 2012
Space Exploration Technologies October 2008 - May 2011
Skills
Systems Engineering, Matlab, Visual Basic, Nastran, FEMAP, Simulink, Labview, Finite Element Analysis, Financial Modeling, Financial Reporting, Spacecraft, PHP, MySQL, JavaScript, Aerospace, Python, LabVIEW, Project Management, Strategy, Data Analysis, Microsoft Office
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Harvey Mudd College 2004 — 2008
BS, Engineering
Oak Park River Forest High School 2000 — 2004
Jamie Linden, CPA Jamie Linden, CPA's Oaktree Capital Management Experience June 2014 - June 2015
Job Senior Fund Accountant at Oaktree Capital Management, L.P.
Industry Accounting
Experience
Oaktree Capital Management, L.P. June 2015 - Present
Oaktree Capital Management June 2014 - June 2015
Ernst & Young September 2012 - May 2014
Skills
Accounting, Auditing, Internal Controls, US GAAP, External Audit, Recruiting, Tax, IFRS
Education
California State Polytechnic University-Pomona 2010 — 2012
Bachelor of Science (B.S.), Accounting
Oaktree Capital Management, L.P. June 2015 - Present
Oaktree Capital Management June 2014 - June 2015
Ernst & Young September 2012 - May 2014
Skills
Accounting, Auditing, Internal Controls, US GAAP, External Audit, Recruiting, Tax, IFRS
Education
California State Polytechnic University-Pomona 2010 — 2012
Bachelor of Science (B.S.), Accounting
Christopher Finley's Oaktree Capital Management Experience February 2003 - January 2005
Job Oil & Gas Principal Investing / Investment Banking & Consulting
Industry Oil & Energy
Experience
Deutsche Bank AssociateMorgan StanleyJuly 2007 - January 2009
Oaktree Capital Management February 2003 - January 2005
Skills
Oil & Gas Industry, Valuation, Deal Execution, Financial Modeling, High Yield, Equity, LBO, M&A
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance, General
Duke University
Bachelor of Arts (B.A.), Public Policy Studies, French Studies
Phillips Academy
Deutsche Bank AssociateMorgan StanleyJuly 2007 - January 2009
Oaktree Capital Management February 2003 - January 2005
Skills
Oil & Gas Industry, Valuation, Deal Execution, Financial Modeling, High Yield, Equity, LBO, M&A
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance, General
Duke University
Bachelor of Arts (B.A.), Public Policy Studies, French Studies
Phillips Academy
Alan Young-Bryant Alan Young-Bryant's Oaktree Capital Management Experience August 2011 - Present
Job Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management August 2011 - Present
Skills
Research, Problem Solving, Critical Thinking, Public Speaking, Communication Training, Education, Project Planning, Editing, Writing, Message Development
Education
Cornell University 2003 — 2011
Doctor of Philosophy (PhD)
Tufts University 1998 — 2002
Bachelor of Arts (B.A.)
Northfield Mount Hermon 1994 — 1998
Oaktree Capital Management August 2011 - Present
Skills
Research, Problem Solving, Critical Thinking, Public Speaking, Communication Training, Education, Project Planning, Editing, Writing, Message Development
Education
Cornell University 2003 — 2011
Doctor of Philosophy (PhD)
Tufts University 1998 — 2002
Bachelor of Arts (B.A.)
Northfield Mount Hermon 1994 — 1998
David Baar David Baar's Oaktree Capital Management Experience September 2014 - Present
Job Associate at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management September 2014 - Present
Oaktree Capital Management July 2014 - August 2014
Oaktree Capital Management November 2011 - June 2014
Commerzbank AG November 2007 - August 2010
Commerzbank AG January 2009 - August 2009
BMW July 2008 - December 2008
Education
Hult International Business School 2010 — 2011
Master in International Business, Corporate Finance, General Management
Fachhochschule Münster 2006 — 2010
BA (Arts), European Business Programme
University of Portsmouth 2006 — 2010
BA (Hons), European Business Programme
Oaktree Capital Management September 2014 - Present
Oaktree Capital Management July 2014 - August 2014
Oaktree Capital Management November 2011 - June 2014
Commerzbank AG November 2007 - August 2010
Commerzbank AG January 2009 - August 2009
BMW July 2008 - December 2008
Education
Hult International Business School 2010 — 2011
Master in International Business, Corporate Finance, General Management
Fachhochschule Münster 2006 — 2010
BA (Arts), European Business Programme
University of Portsmouth 2006 — 2010
BA (Hons), European Business Programme
Caitlin Cunningham Caitlin Cunningham's Oaktree Capital Management Experience February 2008 - May 2011
Job Executive Assistant at AMG
Industry Financial Services
Experience
Affiliated Managers Group June 2011 - Present
Oaktree Capital Management February 2008 - May 2011
Eli Lilly June 2006 - February 2008
Education
Fairfield University 2002 — 2006
Psychology & Marketing
Affiliated Managers Group June 2011 - Present
Oaktree Capital Management February 2008 - May 2011
Eli Lilly June 2006 - February 2008
Education
Fairfield University 2002 — 2006
Psychology & Marketing
Echevarria Miriam Echevarria Miriam's Oaktree Capital Management Experience July 2002 - October 2012
Job Receptionist at Oaktree Capital Management
Industry Investment Management
Experience
A Safe Haven Family Day Care March 2013 - Present
Oaktree Capital Management July 2002 - October 2012
Skills
Administrative..., Microsoft Office, Outlook, Investments
Education
City University of New York-Herbert H. Lehman College 2008 — 2015
Bachelor of Applied Science (B.A.Sc.), Speech-Language Pathology/Pathologist
A Safe Haven Family Day Care March 2013 - Present
Oaktree Capital Management July 2002 - October 2012
Skills
Administrative..., Microsoft Office, Outlook, Investments
Education
City University of New York-Herbert H. Lehman College 2008 — 2015
Bachelor of Applied Science (B.A.Sc.), Speech-Language Pathology/Pathologist
Lorik Jakupi Lorik Jakupi's Oaktree Capital Management Experience July 2011 - September 2011
Job Owner at HOMME| ShoeDazz |Fashion Ave.
Industry Apparel & Fashion
Experience
New York Needs You May 2010 - Present
HOMME ShoeDazz Fashion Ave. January 2010 - Present
Macy's June 2012 - November 2014
Oaktree Capital Management July 2011 - September 2011
Skills
Research, Nonprofits, Public Speaking, Financial Analysis, PowerPoint, Fundraising, Non-profits, Microsoft Excel, Strategic Planning, Corporate Finance, Data Analysis
Education
Baruch College 2011 — 2013
Finance/Investment Banking, Finance
New York Needs You May 2010 - Present
HOMME ShoeDazz Fashion Ave. January 2010 - Present
Macy's June 2012 - November 2014
Oaktree Capital Management July 2011 - September 2011
Skills
Research, Nonprofits, Public Speaking, Financial Analysis, PowerPoint, Fundraising, Non-profits, Microsoft Excel, Strategic Planning, Corporate Finance, Data Analysis
Education
Baruch College 2011 — 2013
Finance/Investment Banking, Finance
Mark Seager Mark Seager's Oaktree Capital Management Experience February 2015 - Present
Job Real Estate Associate
Industry Investment Management
Experience
Oaktree Capital Management February 2015 - Present
J.P. Morgan July 2014 - February 2015
J.P. Morgan October 2012 - June 2014
J.P. Morgan May 2011 - October 2012
Bank of America Merrill Lynch May 2010 - August 2010
Infosys Technologies Ltd June 2009 - August 2009
International Creative Management June 2008 - August 2008
Office of U.S. Senator Judd Gregg April 2007 - June 2007
Skills
Investment Banking, Financial Modeling, Valuation, Alternative Investments, Capital Markets, Real Estate
Education
Amherst College 2007 — 2011
Economics, Political Science, International Relations
East China Normal University 2010 — 2010
Business, Language and Culture
Phillips Exeter Academy 2005 — 2007
High School
Oaktree Capital Management February 2015 - Present
J.P. Morgan July 2014 - February 2015
J.P. Morgan October 2012 - June 2014
J.P. Morgan May 2011 - October 2012
Bank of America Merrill Lynch May 2010 - August 2010
Infosys Technologies Ltd June 2009 - August 2009
International Creative Management June 2008 - August 2008
Office of U.S. Senator Judd Gregg April 2007 - June 2007
Skills
Investment Banking, Financial Modeling, Valuation, Alternative Investments, Capital Markets, Real Estate
Education
Amherst College 2007 — 2011
Economics, Political Science, International Relations
East China Normal University 2010 — 2010
Business, Language and Culture
Phillips Exeter Academy 2005 — 2007
High School
Neil Kapadia Neil Kapadia's Oaktree Capital Management Experience August 2009 - June 2012
Job Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments June 2013 - August 2013
Oaktree Capital Management August 2009 - June 2012
UBS Investment Bank August 2007 - November 2008
Houlihan Lokey June 2006 - August 2006
Skills
Sell Side, Valuation, Financial Modeling, High Yield, Financial Analysis, Corporate Finance, Fixed Income, Due Diligence, Credit Analysis
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2003 — 2007
B.S., Business
Torrey Pines High School 2000 — 2003
Fidelity Investments August 2014 - Present
Fidelity Investments June 2013 - August 2013
Oaktree Capital Management August 2009 - June 2012
UBS Investment Bank August 2007 - November 2008
Houlihan Lokey June 2006 - August 2006
Skills
Sell Side, Valuation, Financial Modeling, High Yield, Financial Analysis, Corporate Finance, Fixed Income, Due Diligence, Credit Analysis
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2003 — 2007
B.S., Business
Torrey Pines High School 2000 — 2003
Chip Cushman Chip Cushman's Oaktree Capital Management Experience 2007 - 2013
Job Managing Director at Golub Capital
Industry Investment Management
Experience
Golub Capital 2015 - Present
GE Antares 2013 - 2015
Oaktree Capital Management 2007 - 2013
Deutsche Bank Securities 1999 - 2007
Bankers Trust/BT Alex Brown 1998 - 1999
Bankers Trust Company 1994 - 1998
Kenneth Leventhal & Co. (Ernst & Young) 1989 - 1993
Skills
Credit investing, Leveraged finance, Deal sourcing, Credit analysis, Transaction structuring, LBO, Private Equity, Investment Banking
Education
UCLA Anderson School of Management 1993 — 1995
MBA, Finance and Real Estate
Colgate University 1986 — 1989
BA, Economics
Golub Capital 2015 - Present
GE Antares 2013 - 2015
Oaktree Capital Management 2007 - 2013
Deutsche Bank Securities 1999 - 2007
Bankers Trust/BT Alex Brown 1998 - 1999
Bankers Trust Company 1994 - 1998
Kenneth Leventhal & Co. (Ernst & Young) 1989 - 1993
Skills
Credit investing, Leveraged finance, Deal sourcing, Credit analysis, Transaction structuring, LBO, Private Equity, Investment Banking
Education
UCLA Anderson School of Management 1993 — 1995
MBA, Finance and Real Estate
Colgate University 1986 — 1989
BA, Economics
H. Lamont Watson H. Lamont Watson's Oaktree Capital Management Experience December 2013 - April 2014
Job Corporate Housing Coordinator at SIRVA Worldwide
Industry Higher Education
Experience
SIRVA Worldwide April 2014 - Present
Oaktree Capital Management December 2013 - April 2014
Millennium Partners Sports Club Management March 2013 - December 2013
New York University August 2010 - September 2012
New York University October 2010 - August 2012
AHRC May 2007 - August 2011
Earlham College July 2005 - July 2008
School District of Philadelphia April 2006 - August 2006
Evangelical Lutheran Church in America April 2005 - August 2005
Skills
Administrative..., Voice Lessons, Student Counseling, Singing, Acting, Teaching, Stage Management, Music, Choral, Research, Musical Theatre
Education
New York University 2010 — 2012
Advanced Certificate, Vocal Pedagogy
New York University 2009 — 2012
Master of Music (M.M.), Voice Performance and Opera
Earlham College 2004 — 2008
Bachelor of Arts (B.A.), Music/Ethnomusicology
SIRVA Worldwide April 2014 - Present
Oaktree Capital Management December 2013 - April 2014
Millennium Partners Sports Club Management March 2013 - December 2013
New York University August 2010 - September 2012
New York University October 2010 - August 2012
AHRC May 2007 - August 2011
Earlham College July 2005 - July 2008
School District of Philadelphia April 2006 - August 2006
Evangelical Lutheran Church in America April 2005 - August 2005
Skills
Administrative..., Voice Lessons, Student Counseling, Singing, Acting, Teaching, Stage Management, Music, Choral, Research, Musical Theatre
Education
New York University 2010 — 2012
Advanced Certificate, Vocal Pedagogy
New York University 2009 — 2012
Master of Music (M.M.), Voice Performance and Opera
Earlham College 2004 — 2008
Bachelor of Arts (B.A.), Music/Ethnomusicology
Jonathan Fortson Jonathan Fortson's Oaktree Capital Management Experience 2011 - Present
Job Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management 2011 - Present
BNY Mellon 2007 - 2011
Enterprise Rent-A-Car 2005 - 2007
Port of Los Angeles 2003 - 2005
Education
California State University-Long Beach 2000 — 2005
BS, Finance and Managment Information Systems
Oaktree Capital Management 2011 - Present
BNY Mellon 2007 - 2011
Enterprise Rent-A-Car 2005 - 2007
Port of Los Angeles 2003 - 2005
Education
California State University-Long Beach 2000 — 2005
BS, Finance and Managment Information Systems
Margarita M. Bauer Margarita M. Bauer's Oaktree Capital Management Experience August 2009 - Present
Job Accounting Manager at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management August 2009 - Present
Ivy Asset Management May 2005 - July 2009
Ivy Asset Management June 2002 - April 2005
Skills
Fund Of Funds, Investments, Financial Analysis, Alternative Investments, Private Equity, Microsoft Office, Portfolio Management, Bloomberg, Asset Managment, Microsoft Excel, Time Management, Accounting
Education
Adelphi University 1998 — 2001
Bachelor, Business Administration
Oaktree Capital Management August 2009 - Present
Ivy Asset Management May 2005 - July 2009
Ivy Asset Management June 2002 - April 2005
Skills
Fund Of Funds, Investments, Financial Analysis, Alternative Investments, Private Equity, Microsoft Office, Portfolio Management, Bloomberg, Asset Managment, Microsoft Excel, Time Management, Accounting
Education
Adelphi University 1998 — 2001
Bachelor, Business Administration
Philip Wang's Oaktree Capital Management Experience August 2011 - Present
Job Valuations Sr. Analyst at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management August 2011 - Present
KPMG Advisory October 2009 - August 2011
Deloitte July 2008 - September 2009
U.B.S. October 2006 - July 2007
Garrett & Tully September 2004 - August 2006
United States Marine Corps June 2000 - June 2004
Skills
Valuation, Finance, Bloomberg, Securities, Analysis, Capital IQ, Structured Finance, Debt
Education
University of Southern California - Marshall School of Business 2014 — 2017
Fordham University 2006 — 2008
B.S.
Pasadena City College 2004 — 2006
Finance
Oaktree Capital Management August 2011 - Present
KPMG Advisory October 2009 - August 2011
Deloitte July 2008 - September 2009
U.B.S. October 2006 - July 2007
Garrett & Tully September 2004 - August 2006
United States Marine Corps June 2000 - June 2004
Skills
Valuation, Finance, Bloomberg, Securities, Analysis, Capital IQ, Structured Finance, Debt
Education
University of Southern California - Marshall School of Business 2014 — 2017
Fordham University 2006 — 2008
B.S.
Pasadena City College 2004 — 2006
Finance
Lindsay Gardner's Oaktree Capital Management Experience May 2010 - Present
Job Chief Content Officer at Layer3 TV
Industry Entertainment
Experience
Layer3 TV Inc. August 2014 - Present
IZEA December 2013 - Present
Oaktree Capital Management May 2010 - Present
Miramax December 2010 - January 2013
MediaTech Capital Partners May 2007 - May 2010
Fox Networks Group May 1999 - May 2007
Cox Communications May 1993 - May 1999
iN DEMAND September 1989 - May 1993
WWL-TV January 1984 - August 1987
WBZ TV Boston October 1983 - January 1984
Skills
Digital Media, New Media, Strategic Partnerships, Start-ups, Television, Digital Marketing, Venture Capital, Corporate Development, Media & Entertainment, Mergers & Acquisitions, Financial Modeling, Private Equity, Entertainment, Strategic Planning, Corporate Finance, Business Development, Marketing, Broadcast, Management, Entrepreneurship, Product Management, Investments, Strategy, Marketing Strategy, Licensing, Digital Strategy, Business Strategy, Competitive Analysis, Contract Negotiation, Executive Management, New Business Development, Negotiation, Video, Market Research
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Masters in Business Administration, Marketing
Brandeis University 1978 — 1982
BA, Economics
Layer3 TV Inc. August 2014 - Present
IZEA December 2013 - Present
Oaktree Capital Management May 2010 - Present
Miramax December 2010 - January 2013
MediaTech Capital Partners May 2007 - May 2010
Fox Networks Group May 1999 - May 2007
Cox Communications May 1993 - May 1999
iN DEMAND September 1989 - May 1993
WWL-TV January 1984 - August 1987
WBZ TV Boston October 1983 - January 1984
Skills
Digital Media, New Media, Strategic Partnerships, Start-ups, Television, Digital Marketing, Venture Capital, Corporate Development, Media & Entertainment, Mergers & Acquisitions, Financial Modeling, Private Equity, Entertainment, Strategic Planning, Corporate Finance, Business Development, Marketing, Broadcast, Management, Entrepreneurship, Product Management, Investments, Strategy, Marketing Strategy, Licensing, Digital Strategy, Business Strategy, Competitive Analysis, Contract Negotiation, Executive Management, New Business Development, Negotiation, Video, Market Research
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Masters in Business Administration, Marketing
Brandeis University 1978 — 1982
BA, Economics
Todd Dooling Todd Dooling's Oaktree Capital Management Experience October 2008 - August 2015
Job Experienced Information Technology Executive
Industry Financial Services
Experience
The CIM Group August 2015 - Present
Oaktree Capital Management October 2008 - August 2015
Countrywide Securities Corporation January 2006 - September 2008
Countrywide Securities Corporation 2003 - 2006
Countrywide Securities Corporation 1998 - 2003
Endocrine Sciences 1995 - 1998
Skills
Trading Systems, Bloomberg, Derivatives, Capital Markets, Portfolio Management, Project Management, Financial Services, SDLC, Business Analysis, Equities, Market Data, Banking, Credit Derivatives, Process Improvement, Fixed Income, Risk Management, Asset Managment, Vendor Management, Investment Banking
Education
California Lutheran University 2005 — 2008
MBA, Finance
California Lutheran University 1989 — 1991
Bachelor's degree, Computer/Information Technology Administration and Management
Chaminade HIgh School
Trinity Lutheran Junior High School
The CIM Group August 2015 - Present
Oaktree Capital Management October 2008 - August 2015
Countrywide Securities Corporation January 2006 - September 2008
Countrywide Securities Corporation 2003 - 2006
Countrywide Securities Corporation 1998 - 2003
Endocrine Sciences 1995 - 1998
Skills
Trading Systems, Bloomberg, Derivatives, Capital Markets, Portfolio Management, Project Management, Financial Services, SDLC, Business Analysis, Equities, Market Data, Banking, Credit Derivatives, Process Improvement, Fixed Income, Risk Management, Asset Managment, Vendor Management, Investment Banking
Education
California Lutheran University 2005 — 2008
MBA, Finance
California Lutheran University 1989 — 1991
Bachelor's degree, Computer/Information Technology Administration and Management
Chaminade HIgh School
Trinity Lutheran Junior High School
Ryan Myers Ryan Myers's Oaktree Capital Management Experience July 2005 - April 2007
Job Portfolio Strategist
Industry Investment Management
Experience
Causeway Capital Management LLC June 2013 - Present
Iron Castle Asset Management LLC July 2010 - December 2012
Canyon Capital Advisors April 2007 - July 2008
Oaktree Capital Management July 2005 - April 2007
Goldman Sachs July 2003 - June 2005
Skills
Financial Modeling, Hedge Funds, Asset Managment, Valuation, Asset Management, Financial Analysis, Business Strategy, Investments, Mergers & Acquisitions, Corporate Finance, Strategic Financial..., Business Valuation, Strategic Planning, Business Development, Competitive Analysis, Entrepreneurship, Distressed Debt, Equities, Portfolio Management, Investment Banking
Education
Stanford University Graduate School of Business 2008 — 2010
Master of Business Administration (M.B.A.)
Harvard University 1999 — 2003
AB, Economics
The Meadows School
Causeway Capital Management LLC June 2013 - Present
Iron Castle Asset Management LLC July 2010 - December 2012
Canyon Capital Advisors April 2007 - July 2008
Oaktree Capital Management July 2005 - April 2007
Goldman Sachs July 2003 - June 2005
Skills
Financial Modeling, Hedge Funds, Asset Managment, Valuation, Asset Management, Financial Analysis, Business Strategy, Investments, Mergers & Acquisitions, Corporate Finance, Strategic Financial..., Business Valuation, Strategic Planning, Business Development, Competitive Analysis, Entrepreneurship, Distressed Debt, Equities, Portfolio Management, Investment Banking
Education
Stanford University Graduate School of Business 2008 — 2010
Master of Business Administration (M.B.A.)
Harvard University 1999 — 2003
AB, Economics
The Meadows School
Maxwell Ellis's Oaktree Capital Management Experience July 2014 - Present
Job Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management July 2014 - Present
Moelis & Company July 2012 - June 2014
Moelis & Company June 2011 - August 2011
Allstate Investments May 2010 - August 2010
Martha's House September 2009 - February 2010
Skills
Financial Modeling, Investment Banking, Corporate Finance, Valuation
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelors of Science in Business, Finance
Evanston Township High School 2004 — 2008
Oaktree Capital Management July 2014 - Present
Moelis & Company July 2012 - June 2014
Moelis & Company June 2011 - August 2011
Allstate Investments May 2010 - August 2010
Martha's House September 2009 - February 2010
Skills
Financial Modeling, Investment Banking, Corporate Finance, Valuation
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelors of Science in Business, Finance
Evanston Township High School 2004 — 2008
Claire Cacciapaglia Claire Cacciapaglia's Oaktree Capital Management Experience July 2004 - August 2005
Job COO at Revolution Prep
Industry Education Management
Experience
Revolution Prep December 2010 - Present
Lisa Perry August 2009 - October 2010
Oaktree Capital Management July 2004 - August 2005
Deutsche Bank 2002 - 2004
Education
Stanford University Graduate School of Business 2007 — 2009
2009, MBA
Georgetown University 1998 — 2002
Revolution Prep December 2010 - Present
Lisa Perry August 2009 - October 2010
Oaktree Capital Management July 2004 - August 2005
Deutsche Bank 2002 - 2004
Education
Stanford University Graduate School of Business 2007 — 2009
2009, MBA
Georgetown University 1998 — 2002
Nichola (Murdoch) Bennett Nichola (Murdoch) Bennett's Oaktree Capital Management Experience September 2009 - Present
Job at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management September 2009 - Present
Niai 2008 - 2009
JPMorgan Chase 2007 - 2008
Merrill Lynch May 2005 - November 2006
Bear Stearns 2001 - 2005
Education
Dublin Business School 2002 — 2006
BA, Financial Services
Oaktree Capital Management September 2009 - Present
Niai 2008 - 2009
JPMorgan Chase 2007 - 2008
Merrill Lynch May 2005 - November 2006
Bear Stearns 2001 - 2005
Education
Dublin Business School 2002 — 2006
BA, Financial Services
Liroy Haddad Liroy Haddad's Oaktree Capital Management Experience November 2006 - January 2010
Job Direction chez Incursion Voyages / Management at Incursion Voyages
Industry Leisure, Travel & Tourism
Experience
Incursion Voyages January 2015 - Present
Snowdon Partners January 2013 - Present
Hansa Heavy Lift GmbH June 2011 - August 2011
Oaktree Capital Management November 2006 - January 2010
Lazard July 2005 - October 2006
P&G May 2004 - August 2004
Skills
Operational Improvement, Restructuring, Private Equity, Due Diligence, Capital Structure
Education
Harvard Business School 2010 — 2012
MBA, General Management
McGill University 2002 — 2005
BCom, Finance Major
Marianopolis College 2000 — 2002
D.E.C., Commerce
Herzliah 1995 — 2000
Incursion Voyages January 2015 - Present
Snowdon Partners January 2013 - Present
Hansa Heavy Lift GmbH June 2011 - August 2011
Oaktree Capital Management November 2006 - January 2010
Lazard July 2005 - October 2006
P&G May 2004 - August 2004
Skills
Operational Improvement, Restructuring, Private Equity, Due Diligence, Capital Structure
Education
Harvard Business School 2010 — 2012
MBA, General Management
McGill University 2002 — 2005
BCom, Finance Major
Marianopolis College 2000 — 2002
D.E.C., Commerce
Herzliah 1995 — 2000
Pablo Tsutsumi Acuna's Oaktree Capital Management Experience August 2012 - Present
Job Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management August 2012 - Present
Eton Park Capital Management June 2011 - August 2011
J.P. Morgan July 2007 - June 2010
J.P. Morgan June 2006 - August 2006
Skills
Emerging Markets, Valuation, Private Equity, Mergers, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Equities, Investments, Capital Markets, Strategy
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Harvard College 2003 — 2007
BA, Economics
Oaktree Capital Management August 2012 - Present
Eton Park Capital Management June 2011 - August 2011
J.P. Morgan July 2007 - June 2010
J.P. Morgan June 2006 - August 2006
Skills
Emerging Markets, Valuation, Private Equity, Mergers, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Equities, Investments, Capital Markets, Strategy
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Harvard College 2003 — 2007
BA, Economics
Morgan Nelson Morgan Nelson's Oaktree Capital Management Experience October 2012 - August 2013
Job Director of Marketing and Business Development at Medical Resource Association, Inc.
Industry Marketing and Advertising
Experience
Medical Resource Association, Inc. August 2015 - Present
Marlin Equity Partners September 2013 - August 2015
Oaktree Capital Management October 2012 - August 2013
Paduano & Weintraub November 2011 - August 2012
RDYC Interior Design January 2011 - June 2011
Skills
Photoshop, Interior Design, Event Planning, Social Media, Microsoft Office, Event Management, InDesign, Social Media Marketing, Illustrator, Public Relations, Adobe Creative Suite, Advertising, Fundraising, Budgets, Social Networking, Project Management, PowerPoint, Marketing, Marketing Communications
Education
City University of New York 2007 — 2010
BA, Printmaking, Graphic Design, Communications, Publishing
Florida State University 2005 — 2006
BA, International Relations
Medical Resource Association, Inc. August 2015 - Present
Marlin Equity Partners September 2013 - August 2015
Oaktree Capital Management October 2012 - August 2013
Paduano & Weintraub November 2011 - August 2012
RDYC Interior Design January 2011 - June 2011
Skills
Photoshop, Interior Design, Event Planning, Social Media, Microsoft Office, Event Management, InDesign, Social Media Marketing, Illustrator, Public Relations, Adobe Creative Suite, Advertising, Fundraising, Budgets, Social Networking, Project Management, PowerPoint, Marketing, Marketing Communications
Education
City University of New York 2007 — 2010
BA, Printmaking, Graphic Design, Communications, Publishing
Florida State University 2005 — 2006
BA, International Relations
Umang Bhavsar Umang Bhavsar's Oaktree Capital Management Experience February 2009 - Present
Job
Industry Financial Services
Experience
Oaktree Capital Management February 2009 - Present
Oaktree 2009 - 2015
Oaktree 2009 - 2015
Countrywide / Bank of America September 2003 - February 2009
Hewlett-Packard April 2001 - 2004
Satyam Computers February 2000 - June 2000
Vodafone 1999 - 2000
Reliance September 1995 - November 1999
Skills
Virtualization, Unix, Project Management, System Administration, VMware, Data Center, SAN, Windows Server, Servers, Solaris, Storage Area Networks, Cluster, Citrix, Linux, Cloud Computing, Cisco Technologies, High Availability, Operating Systems, NetApp, HP, NAS, Networking, Troubleshooting, Hardware, Disaster Recovery, Infrastructure, AIX
Education
Gujarat University 1989 — 1993
Oaktree Capital Management February 2009 - Present
Oaktree 2009 - 2015
Oaktree 2009 - 2015
Countrywide / Bank of America September 2003 - February 2009
Hewlett-Packard April 2001 - 2004
Satyam Computers February 2000 - June 2000
Vodafone 1999 - 2000
Reliance September 1995 - November 1999
Skills
Virtualization, Unix, Project Management, System Administration, VMware, Data Center, SAN, Windows Server, Servers, Solaris, Storage Area Networks, Cluster, Citrix, Linux, Cloud Computing, Cisco Technologies, High Availability, Operating Systems, NetApp, HP, NAS, Networking, Troubleshooting, Hardware, Disaster Recovery, Infrastructure, AIX
Education
Gujarat University 1989 — 1993
Flynn Ravner Flynn Ravner's Oaktree Capital Management Experience March 2009 - Present
Job Senior Vice President, Enterprise Change Services (Reporting and Data Services) at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management March 2009 - Present
AVIVA INVESTORS NORTH AMERICA 2007 - 2009
Wells Fargo Financial August 2006 - July 2007
Washington Mutual (WMFS) 2003 - 2006
Cap Gemini Ernst & Young/Ernst & Young July 1991 - February 2003
Skills
Business Analysis, Change Management, MS Project, Requirements Gathering, Risk Management, Project Management, SharePoint, Business Strategy, Project Planning, Management, Quality Assurance, Vendor Management, Business Process..., Program Management, Process Improvement, IT Strategy, Project Portfolio..., Management Consulting, Business Process, Requirements Analysis, Business Intelligence
Education
American University - Kogod School of Business 1989 — 1991
MBA, International Business
American University - Kogod School of Business 1984 — 1988
BS, Management Information Systems
Freehold Township High School 1980 — 1984
High School Diploma
Oaktree Capital Management March 2009 - Present
AVIVA INVESTORS NORTH AMERICA 2007 - 2009
Wells Fargo Financial August 2006 - July 2007
Washington Mutual (WMFS) 2003 - 2006
Cap Gemini Ernst & Young/Ernst & Young July 1991 - February 2003
Skills
Business Analysis, Change Management, MS Project, Requirements Gathering, Risk Management, Project Management, SharePoint, Business Strategy, Project Planning, Management, Quality Assurance, Vendor Management, Business Process..., Program Management, Process Improvement, IT Strategy, Project Portfolio..., Management Consulting, Business Process, Requirements Analysis, Business Intelligence
Education
American University - Kogod School of Business 1989 — 1991
MBA, International Business
American University - Kogod School of Business 1984 — 1988
BS, Management Information Systems
Freehold Township High School 1980 — 1984
High School Diploma
Juan C. Espinoza Juan C. Espinoza's Oaktree Capital Management Experience August 2013 - Present
Job Senior Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management August 2013 - Present
Fintech Advisory Inc. March 2011 - July 2013
Veriticus Inc. July 2009 - March 2011
Wellington Management May 2001 - July 2009
First Manhattan Co. August 1999 - May 2001
Prudential Investments May 1997 - June 1999
Procter & Gamble January 1991 - September 1995
Skills
Hedge Funds, Equities, Portfolio Management, Emerging Markets, Due Diligence, Equity Research, Financial Modeling, Investments, Value Investing, Mutual Funds, Asset Allocation, Investment Strategies, Fixed Income, Distressed Investing, Securities
Education
Harvard Business School 1995 — 1997
MBA, Finance and Strategy
Universidad del Pacífico (PE) 1986 — 1990
BS, Business Administration. Also majored in Accounting
Colegio Maria Reina
Maria Reina
Maria Reina
Oaktree Capital Management August 2013 - Present
Fintech Advisory Inc. March 2011 - July 2013
Veriticus Inc. July 2009 - March 2011
Wellington Management May 2001 - July 2009
First Manhattan Co. August 1999 - May 2001
Prudential Investments May 1997 - June 1999
Procter & Gamble January 1991 - September 1995
Skills
Hedge Funds, Equities, Portfolio Management, Emerging Markets, Due Diligence, Equity Research, Financial Modeling, Investments, Value Investing, Mutual Funds, Asset Allocation, Investment Strategies, Fixed Income, Distressed Investing, Securities
Education
Harvard Business School 1995 — 1997
MBA, Finance and Strategy
Universidad del Pacífico (PE) 1986 — 1990
BS, Business Administration. Also majored in Accounting
Colegio Maria Reina
Maria Reina
Maria Reina
Heather Jackson's Oaktree Capital Management Experience September 2013 - July 2015
Job Executive Assistant with HR and Office Management Experience
Industry Executive Office
Experience
Pegasus Capital Advisors July 2015 - Present
Oaktree Capital Management September 2013 - July 2015
Sound Advice Consulting Services September 2012 - September 2013
Interstate Waste Services November 2011 - September 2012
The National Society of Leadership and Success September 2009 - August 2012
Kelly Services, onsite at The Dow Chemical Company January 2007 - April 2009
Education
Northwood University 2005 — 2006
Bachelor Degree, Business Management
Delta College 2001 — 2004
Associate Degree, Liberal Arts
Delta College 2001 — 2004
Associate Degree, Business Administration
Bay City Western High School 1999 — 2002
High School Diploma
Pegasus Capital Advisors July 2015 - Present
Oaktree Capital Management September 2013 - July 2015
Sound Advice Consulting Services September 2012 - September 2013
Interstate Waste Services November 2011 - September 2012
The National Society of Leadership and Success September 2009 - August 2012
Kelly Services, onsite at The Dow Chemical Company January 2007 - April 2009
Education
Northwood University 2005 — 2006
Bachelor Degree, Business Management
Delta College 2001 — 2004
Associate Degree, Liberal Arts
Delta College 2001 — 2004
Associate Degree, Business Administration
Bay City Western High School 1999 — 2002
High School Diploma
Adam Epstein's Oaktree Capital Management Experience July 2011 - June 2013
Job MBA Candidate at Stanford Graduate School of Business
Industry Investment Management
Experience
Stanford Graduate School of Business September 2013 - Present
Thuuz Sports June 2014 - August 2014
Oaktree Capital Management July 2011 - June 2013
Berenson & Company July 2009 - June 2011
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, LBO, Due Diligence, Financial Analysis, Corporate Finance, Investments, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Brown University 2005 — 2009
Bachelor of Science (B.Sc.), Applied Mathematics - Economics
Stanford Graduate School of Business September 2013 - Present
Thuuz Sports June 2014 - August 2014
Oaktree Capital Management July 2011 - June 2013
Berenson & Company July 2009 - June 2011
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, LBO, Due Diligence, Financial Analysis, Corporate Finance, Investments, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Brown University 2005 — 2009
Bachelor of Science (B.Sc.), Applied Mathematics - Economics
Chelsea Ziegelbaum Chelsea Ziegelbaum's Oaktree Capital Management Experience June 2011 - August 2011
Job Financial Analyst Rouse Properties, Inc.
Industry Real Estate
Experience
Rouse Properties, Inc. June 2014 - Present
SL Green June 2012 - August 2012
Oaktree Capital Management June 2011 - August 2011
Boulder Brook Equestrian Center August 2007 - August 2010
Skills
Event Planning, Commercial Real Estate, Microsoft Excel, PowerPoint, Social Media, Microsoft Office, Microsoft Word, Investments, Financial Analysis
Education
Hamilton College 2010 — 2014
Bachelor of Arts (BA), Economics
Scarsdale High School 2006 — 2010
Rouse Properties, Inc. June 2014 - Present
SL Green June 2012 - August 2012
Oaktree Capital Management June 2011 - August 2011
Boulder Brook Equestrian Center August 2007 - August 2010
Skills
Event Planning, Commercial Real Estate, Microsoft Excel, PowerPoint, Social Media, Microsoft Office, Microsoft Word, Investments, Financial Analysis
Education
Hamilton College 2010 — 2014
Bachelor of Arts (BA), Economics
Scarsdale High School 2006 — 2010
Iryna Garber's Oaktree Capital Management Experience April 2015 - July 2015
Job Senior Fund Accountant
Industry Financial Services
Experience
Gen II Fund Services, LLC March 2015 - Present
Oaktree Capital Management April 2015 - July 2015
Citigroup March 2010 - February 2015
Publicis April 2007 - November 2009
Skills
Risk Management, Banking, Financial Analysis, Financial Reporting, Investments, Accounting, Account Reconciliation, Microsoft Office, Financial Accounting, Finance, US GAAP, Financial Services, Asset Management, Corporate Finance, Credit, Credit Analysis, Credit Risk, Derivatives, Operational Risk, Private Equity, Relationship Management
Education
City University of New York-Hunter College 2000 — 2006
Bachelor of Science (B.S.), Accounting
Gen II Fund Services, LLC March 2015 - Present
Oaktree Capital Management April 2015 - July 2015
Citigroup March 2010 - February 2015
Publicis April 2007 - November 2009
Skills
Risk Management, Banking, Financial Analysis, Financial Reporting, Investments, Accounting, Account Reconciliation, Microsoft Office, Financial Accounting, Finance, US GAAP, Financial Services, Asset Management, Corporate Finance, Credit, Credit Analysis, Credit Risk, Derivatives, Operational Risk, Private Equity, Relationship Management
Education
City University of New York-Hunter College 2000 — 2006
Bachelor of Science (B.S.), Accounting
Brei Needham's Oaktree Capital Management Experience October 2008 - August 2009
Job Software Developer at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group March 2015 - Present
The Carlyle Group June 2011 - March 2015
The Carlyle Group November 2009 - June 2011
Oaktree Capital Management October 2008 - August 2009
Skills
Microsoft Excel, Databases, Microsoft SQL Server, Investran, VBA, Financial Reporting, System Implementations, Agile Methodologies, SQL, .NET, C#, JavaScript, Private Equity, Fund Accounting
Education
New York University 2015 — 2018
Master’s Degree, Computer Science
Brigham Young University
Bachelor of Arts (B.A.), International Politics
The Carlyle Group March 2015 - Present
The Carlyle Group June 2011 - March 2015
The Carlyle Group November 2009 - June 2011
Oaktree Capital Management October 2008 - August 2009
Skills
Microsoft Excel, Databases, Microsoft SQL Server, Investran, VBA, Financial Reporting, System Implementations, Agile Methodologies, SQL, .NET, C#, JavaScript, Private Equity, Fund Accounting
Education
New York University 2015 — 2018
Master’s Degree, Computer Science
Brigham Young University
Bachelor of Arts (B.A.), International Politics
Liam J. McGuinness, CPA, CFA Liam J. McGuinness, CPA, CFA's Oaktree Capital Management Experience September 2012 - March 2015
Job Chief Financial Officer at Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company March 2015 - Present
Oaktree Capital Management September 2012 - March 2015
Western Asset Management August 2008 - September 2012
Indymac Bank August 2006 - August 2008
Indymac Bank January 2006 - August 2006
Indymac Bank November 2002 - December 2005
Deloitte & Touche, LLP September 1999 - November 2002
Skills
Microsoft Excel, Microsoft Access, Crystal Reports, SQL, PowerPoint, Cognos EP, Cognos BI, Bloomberg, Coda, Microsoft Word
Education
Bucknell University 1995 — 1999
BSBA, Accounting
Whittier Trust Company March 2015 - Present
Oaktree Capital Management September 2012 - March 2015
Western Asset Management August 2008 - September 2012
Indymac Bank August 2006 - August 2008
Indymac Bank January 2006 - August 2006
Indymac Bank November 2002 - December 2005
Deloitte & Touche, LLP September 1999 - November 2002
Skills
Microsoft Excel, Microsoft Access, Crystal Reports, SQL, PowerPoint, Cognos EP, Cognos BI, Bloomberg, Coda, Microsoft Word
Education
Bucknell University 1995 — 1999
BSBA, Accounting
Anita Sarad Anita Sarad's Oaktree Capital Management Experience July 2014 - Present
Job
Industry Industrial Automation
Experience
Oaktree Capital Management July 2014 - Present
Parker Hannifin December 2008 - May 2014
JBL Professional January 2005 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-Northridge
Bachelor of Science (BS), Business Administration and Management, General
Oaktree Capital Management July 2014 - Present
Parker Hannifin December 2008 - May 2014
JBL Professional January 2005 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-Northridge
Bachelor of Science (BS), Business Administration and Management, General
Lacey Jay's Oaktree Capital Management Experience January 2013 - Present
Job HR Administrator
Industry Human Resources
Experience
Oaktree Capital Management January 2013 - Present
Shawmut Design and Construction May 2011 - November 2012
bebe stores May 2009 - September 2009
Shawmut Design and Construction May 2008 - September 2008
Southboro Medical Group September 2007 - May 2008
Skills
Final Cut Pro, Apple Motion, Apple Color, Microsoft Office, Video Editing, Photoshop, Mac, Mac OS X, Editing, Adobe Acrobat, Photography, Prolog, Concur, Stellant, Timberline Accounting
Education
Boston College 2008 — 2012
Bachelor of Arts, Sociology, Film Studies
Ursuline Academy 2002 — 2008
Oaktree Capital Management January 2013 - Present
Shawmut Design and Construction May 2011 - November 2012
bebe stores May 2009 - September 2009
Shawmut Design and Construction May 2008 - September 2008
Southboro Medical Group September 2007 - May 2008
Skills
Final Cut Pro, Apple Motion, Apple Color, Microsoft Office, Video Editing, Photoshop, Mac, Mac OS X, Editing, Adobe Acrobat, Photography, Prolog, Concur, Stellant, Timberline Accounting
Education
Boston College 2008 — 2012
Bachelor of Arts, Sociology, Film Studies
Ursuline Academy 2002 — 2008
Barbara Adamczyk Barbara Adamczyk's Oaktree Capital Management Experience October 2009 - March 2011
Job GlobeOne, LLC
Industry Financial Services
Experience
GlobeOne June 2014 - Present
Guggenheim Partners Investment Management June 2012 - May 2014
OneWest Bank March 2011 - May 2012
Oaktree Capital Management October 2009 - March 2011
Russell Investments October 1999 - April 2009
Safeco Life and Investments June 1995 - October 1999
Murphey Favre, Inc. 1991 - 1994
GNA Securities 1989 - 1991
Skills
Financial Services, Banking, Corporate Governance, Wealth Management, KYC, UDAAP, Insurance, Securities, Mutual Funds, Investments, FINRA, Series 7, Investment Advisory, Brokers, Series 24, Due Diligence, Compliance, Registered Investment..., Alternative Investments, Retail Brokerage, Annuities, Management
Education
Central Washington University
Bachelor of Arts, Cum Laude, Business Communication; German
Edmonds Community College
Associate of Arts, Summa Cum Laude, Legal Studies
FINRA Institute: University of Pennsylvania - The Wharton School
Certified Regulatory Compliance Professional, FINRA Compliance
GlobeOne June 2014 - Present
Guggenheim Partners Investment Management June 2012 - May 2014
OneWest Bank March 2011 - May 2012
Oaktree Capital Management October 2009 - March 2011
Russell Investments October 1999 - April 2009
Safeco Life and Investments June 1995 - October 1999
Murphey Favre, Inc. 1991 - 1994
GNA Securities 1989 - 1991
Skills
Financial Services, Banking, Corporate Governance, Wealth Management, KYC, UDAAP, Insurance, Securities, Mutual Funds, Investments, FINRA, Series 7, Investment Advisory, Brokers, Series 24, Due Diligence, Compliance, Registered Investment..., Alternative Investments, Retail Brokerage, Annuities, Management
Education
Central Washington University
Bachelor of Arts, Cum Laude, Business Communication; German
Edmonds Community College
Associate of Arts, Summa Cum Laude, Legal Studies
FINRA Institute: University of Pennsylvania - The Wharton School
Certified Regulatory Compliance Professional, FINRA Compliance
Praveen Ram Chandiran Praveen Ram Chandiran's Oaktree Capital Management Experience August 2014 - December 2014
Job Java Developer, Intern at Copart
Industry Computer Software
Experience
Copart June 2015 - Present
Oaktree Capital Management August 2014 - December 2014
Freelancer October 2012 - July 2013
Tata Consultancy Services November 2011 - October 2012
Skills
Java, Core Java, Machine Learning, C++, Photoshop, JavaScript, HTML 5, CSS3, jQuery, Hadoop, Statistics, Bioinformatics, MySQL, Python, R, Algorithms, Web Development, Programming, Software Development, WordPress, MapReduce, CSS, HTML5
Education
The University of Texas at Dallas 2013 — 2016
Master’s Degree, Computer Science, 3.33/4.0
Anna University 2007 — 2011
Bachelor's Degree, Computer Science, First Class
Copart June 2015 - Present
Oaktree Capital Management August 2014 - December 2014
Freelancer October 2012 - July 2013
Tata Consultancy Services November 2011 - October 2012
Skills
Java, Core Java, Machine Learning, C++, Photoshop, JavaScript, HTML 5, CSS3, jQuery, Hadoop, Statistics, Bioinformatics, MySQL, Python, R, Algorithms, Web Development, Programming, Software Development, WordPress, MapReduce, CSS, HTML5
Education
The University of Texas at Dallas 2013 — 2016
Master’s Degree, Computer Science, 3.33/4.0
Anna University 2007 — 2011
Bachelor's Degree, Computer Science, First Class
Nicholas Skidd Nicholas Skidd's Oaktree Capital Management Experience May 2013 - Present
Job Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management May 2013 - Present
The Derivee Group May 2010 - May 2013
Access Global Partners February 2009 - May 2010
SAC Capital September 2005 - December 2008
Skills
Equities, Emerging Markets, Derivatives, Trading, Fixed Income, Interest Rate..., Credit Derivatives, Hedge Funds, Trading Systems, Proprietary Trading, Bloomberg, Alternative Investments, Trading Strategies, Equity Trading
Education
Thomas More College of Liberal Arts 2000 — 2004
Bachelor's degree, Political Science and Government
Oaktree Capital Management May 2013 - Present
The Derivee Group May 2010 - May 2013
Access Global Partners February 2009 - May 2010
SAC Capital September 2005 - December 2008
Skills
Equities, Emerging Markets, Derivatives, Trading, Fixed Income, Interest Rate..., Credit Derivatives, Hedge Funds, Trading Systems, Proprietary Trading, Bloomberg, Alternative Investments, Trading Strategies, Equity Trading
Education
Thomas More College of Liberal Arts 2000 — 2004
Bachelor's degree, Political Science and Government
Lauren Morea Lauren Morea's Oaktree Capital Management Experience November 2013 - July 2014
Job Portfolio Analysis and Marketing at Marathon Asset Management
Industry Financial Services
Experience
Marathon Asset Management August 2014 - Present
Oaktree Capital Management November 2013 - July 2014
American Express June 2013 - August 2013
Z Capital Partners, L.L.C. February 2013 - May 2013
The Blueshirt Group September 2010 - May 2012
J.P. Morgan June 2008 - July 2010
Skills
Investment Banking, Capital Markets, Investor Relations, Corporate Finance, Equities, Bloomberg, Valuation, Financial Modeling, IPO, Mergers, DCF, Financial Analysis, Fixed Income, LBO, Due Diligence, Corporate Development, Private Equity, Equity Research
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Washington and Lee University 2004 — 2008
Bachelor of Science, Business Administration
Marathon Asset Management August 2014 - Present
Oaktree Capital Management November 2013 - July 2014
American Express June 2013 - August 2013
Z Capital Partners, L.L.C. February 2013 - May 2013
The Blueshirt Group September 2010 - May 2012
J.P. Morgan June 2008 - July 2010
Skills
Investment Banking, Capital Markets, Investor Relations, Corporate Finance, Equities, Bloomberg, Valuation, Financial Modeling, IPO, Mergers, DCF, Financial Analysis, Fixed Income, LBO, Due Diligence, Corporate Development, Private Equity, Equity Research
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Washington and Lee University 2004 — 2008
Bachelor of Science, Business Administration
Amanda Withrow Amanda Withrow's Oaktree Capital Management Experience January 2011 - September 2013
Job Patient Coordinator
Industry Health, Wellness and Fitness
Experience
Revolution in Motion September 2013 - Present
Oaktree Capital Management January 2011 - September 2013
Stockbridge Real Estate Funds 2008 - 2010
Skills
Customer Service, Real Estate, Outlook, Microsoft Excel, Due Diligence, Event Planning, Office Management, Financial Analysis, Microsoft Office, Bloomberg, Calendaring, Financial Reporting, Access, Travel Arrangements, Microsoft Word
Education
Concord University 1995 — 1999
BS, Travel Industry Management, Summa Cum Laude
Concord University 1995 — 1999
Bachelor's Degree, Travel Industry Management, Summa cum Laude
Revolution in Motion September 2013 - Present
Oaktree Capital Management January 2011 - September 2013
Stockbridge Real Estate Funds 2008 - 2010
Skills
Customer Service, Real Estate, Outlook, Microsoft Excel, Due Diligence, Event Planning, Office Management, Financial Analysis, Microsoft Office, Bloomberg, Calendaring, Financial Reporting, Access, Travel Arrangements, Microsoft Word
Education
Concord University 1995 — 1999
BS, Travel Industry Management, Summa Cum Laude
Concord University 1995 — 1999
Bachelor's Degree, Travel Industry Management, Summa cum Laude
Gilda Gainey Gilda Gainey's Oaktree Capital Management Experience January 2005 - Present
Job Property Management at Oaktree Capital Management
Industry Real Estate
Experience
Oaktree Capital Management January 2005 - Present
Oak leaf Managemet January 2010 - September 2013
Guardian Equity Management LLC January 2000 - January 2004
Skills
Valuation, Asset Management, Private Equity, Investments, Leases, Property Management
Education
Houston Community College 1999 — 2000
Property manager Certification
Oaktree Capital Management January 2005 - Present
Oak leaf Managemet January 2010 - September 2013
Guardian Equity Management LLC January 2000 - January 2004
Skills
Valuation, Asset Management, Private Equity, Investments, Leases, Property Management
Education
Houston Community College 1999 — 2000
Property manager Certification
Omar Ricci Omar Ricci's Oaktree Capital Management Experience 1998 - May 2015
Job Senior Vice President Business Risk Analytics at The TCW Group
Industry Financial Services
Experience
The TCW Group June 2015 - Present
LAPD June 2009 - Present
Applied Insights April 1998 - May 2015
Oaktree Capital Management 1998 - May 2015
Leep Technology 1996 - 1998
Barclays Global Investors 1996 - 1998
Deloitte 1996 - 1996
Trust Company of the West 1993 - 1996
Skills
Fixed Income, Back Office, Business Analysis, Bloomberg, Equities, Asset Managment, Risk Management, Project Management, Portfolio Management, Investments, Derivatives, Program Management, Structured Finance, Investment Strategies, Leadership, Management, Asset Management, Project Planning, Financial Modeling, Alternative Investments, Hedge Funds, Trading, Trading Systems, Finance, Private Equity, Valuation, Investment Banking, Mutual Funds, Due Diligence, Investment Management, Mergers & Acquisitions, Securities, Financial Analysis, Team Building, Capital Markets, Financial Services, Series 7, Credit Derivatives, Analysis, Financial Risk
Education
California State University-Northridge 1988 — 1991
B.S., Business (MIS emphasis)
The TCW Group June 2015 - Present
LAPD June 2009 - Present
Applied Insights April 1998 - May 2015
Oaktree Capital Management 1998 - May 2015
Leep Technology 1996 - 1998
Barclays Global Investors 1996 - 1998
Deloitte 1996 - 1996
Trust Company of the West 1993 - 1996
Skills
Fixed Income, Back Office, Business Analysis, Bloomberg, Equities, Asset Managment, Risk Management, Project Management, Portfolio Management, Investments, Derivatives, Program Management, Structured Finance, Investment Strategies, Leadership, Management, Asset Management, Project Planning, Financial Modeling, Alternative Investments, Hedge Funds, Trading, Trading Systems, Finance, Private Equity, Valuation, Investment Banking, Mutual Funds, Due Diligence, Investment Management, Mergers & Acquisitions, Securities, Financial Analysis, Team Building, Capital Markets, Financial Services, Series 7, Credit Derivatives, Analysis, Financial Risk
Education
California State University-Northridge 1988 — 1991
B.S., Business (MIS emphasis)
Justin Tucker's Oaktree Capital Management Experience May 2007 - August 2014
Job Senior Manager Treasury at TPG Capital
Industry Banking
Experience
TPG Capital December 2014 - Present
J.P. Morgan August 2014 - December 2014
Oaktree Capital Management May 2007 - August 2014
Quest Diagnostics October 2005 - May 2007
FTI Consulting February 2004 - October 2005
Skills
Financial Analysis, Financial Modeling, Valuation, Fixed Income, Portfolio Management, Accounting, Operations Management, Alternative Assets, Treasury
Education
Indiana University Bloomington 1999 — 2003
BS, Finance, General
TPG Capital December 2014 - Present
J.P. Morgan August 2014 - December 2014
Oaktree Capital Management May 2007 - August 2014
Quest Diagnostics October 2005 - May 2007
FTI Consulting February 2004 - October 2005
Skills
Financial Analysis, Financial Modeling, Valuation, Fixed Income, Portfolio Management, Accounting, Operations Management, Alternative Assets, Treasury
Education
Indiana University Bloomington 1999 — 2003
BS, Finance, General
Jennifer Grace Jennifer Grace's Oaktree Capital Management Experience December 2011 - July 2012
Job Privacy Fellow at Wikimedia Foundation
Industry Law Practice
Experience
Wikimedia Foundation September 2015 - Present
Institute for Public Representation - Communications and Technology January 2015 - May 2015
Georgetown University Law Center September 2012 - May 2015
NPR September 2014 - December 2014
Coty June 2014 - August 2014
Copyright Alliance January 2014 - April 2014
National Music Publishers' Association September 2013 - November 2013
Directors Guild of America May 2013 - August 2013
Oaktree Capital Management December 2011 - July 2012
Bloc Talent Agency July 2009 - September 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, FileMaker, Adobe Acrobat, PC, Mac, Outlook, Westlaw, Lexis, Bloomberg Law, Legal Writing, Resume Writing, Legal Research, Research
Education
Georgetown University Law Center 2012 — 2015
Doctor of Law (J.D.)
UCLA 2004 — 2008
Bachelor of Arts (B.A.), Theatre/Theater, 3.75
Wikimedia Foundation September 2015 - Present
Institute for Public Representation - Communications and Technology January 2015 - May 2015
Georgetown University Law Center September 2012 - May 2015
NPR September 2014 - December 2014
Coty June 2014 - August 2014
Copyright Alliance January 2014 - April 2014
National Music Publishers' Association September 2013 - November 2013
Directors Guild of America May 2013 - August 2013
Oaktree Capital Management December 2011 - July 2012
Bloc Talent Agency July 2009 - September 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, FileMaker, Adobe Acrobat, PC, Mac, Outlook, Westlaw, Lexis, Bloomberg Law, Legal Writing, Resume Writing, Legal Research, Research
Education
Georgetown University Law Center 2012 — 2015
Doctor of Law (J.D.)
UCLA 2004 — 2008
Bachelor of Arts (B.A.), Theatre/Theater, 3.75
Laura Randolph Laura Randolph's Oaktree Capital Management Experience July 2010 - Present
Job Senior Vice President at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management July 2010 - Present
Goldman Sachs May 2009 - August 2009
Lehman Brothers July 2005 - August 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA
Dartmouth College 2001 — 2005
B.A., Economics Major, Studio Art Minor
Oaktree Capital Management July 2010 - Present
Goldman Sachs May 2009 - August 2009
Lehman Brothers July 2005 - August 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA
Dartmouth College 2001 — 2005
B.A., Economics Major, Studio Art Minor
Matthew Cornue's Oaktree Capital Management Experience April 2007 - September 2009
Job Chief Investment Officer
Industry Investment Management
Experience
Horowitz Group August 2010 - Present
LendAmend LLC April 2010 - August 2013
Oaktree Capital Management April 2007 - September 2009
Northrop Grumman Corporation September 2004 - March 2007
Credit Suisse First Boston October 2000 - January 2003
Robertson Stephens June 1998 - October 2000
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2006
MBA
Harvard College 1994 — 1998
BA, Economics
Horowitz Group August 2010 - Present
LendAmend LLC April 2010 - August 2013
Oaktree Capital Management April 2007 - September 2009
Northrop Grumman Corporation September 2004 - March 2007
Credit Suisse First Boston October 2000 - January 2003
Robertson Stephens June 1998 - October 2000
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2006
MBA
Harvard College 1994 — 1998
BA, Economics
Carolaine Saint-hilaire, CPA Carolaine Saint-hilaire, CPA's Oaktree Capital Management Experience September 2013 - Present
Job Accounting Manager at Oaktree Capital Management
Industry Accounting
Experience
Oaktree Capital Management September 2013 - Present
Deloitte November 2010 - September 2013
Montefiore Medical Center September 2009 - October 2010
Skills
US GAAP, Auditing, GAAP, External Audit, Financial Accounting, Internal Controls, CPA, Financial Audits, Big 4, Financial Statements, Financial Reporting, Account Reconciliation, Tax Preparation, Valuation, QuickBooks
Education
Baruch College
Bachelor of Applied Science (B.A.Sc.), Accounting
Oaktree Capital Management September 2013 - Present
Deloitte November 2010 - September 2013
Montefiore Medical Center September 2009 - October 2010
Skills
US GAAP, Auditing, GAAP, External Audit, Financial Accounting, Internal Controls, CPA, Financial Audits, Big 4, Financial Statements, Financial Reporting, Account Reconciliation, Tax Preparation, Valuation, QuickBooks
Education
Baruch College
Bachelor of Applied Science (B.A.Sc.), Accounting
Erik Ward Erik Ward's Oaktree Capital Management Experience July 2013 - Present
Job Associate at Oaktree Capital
Industry Financial Services
Experience
Oaktree Capital Management July 2013 - Present
Lazard Freres & Co. June 2011 - June 2013
PricewaterhouseCoopers June 2010 - August 2010
Education
Emory University - Goizueta Business School
Oaktree Capital Management July 2013 - Present
Lazard Freres & Co. June 2011 - June 2013
PricewaterhouseCoopers June 2010 - August 2010
Education
Emory University - Goizueta Business School
Lindsay Posner Lindsay Posner's Oaktree Capital Management Experience June 2013 - Present
Job Vice President, Oaktree Capital
Industry Financial Services
Experience
Oaktree Capital Management June 2013 - Present
T. Rowe Price June 2012 - August 2012
Goldman Sachs September 2007 - March 2011
J.P. Morgan June 2005 - June 2007
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA), Marketing
Georgetown University 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Oaktree Capital Management June 2013 - Present
T. Rowe Price June 2012 - August 2012
Goldman Sachs September 2007 - March 2011
J.P. Morgan June 2005 - June 2007
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA), Marketing
Georgetown University 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Afshin D Farzad's Oaktree Capital Management Experience December 2009 - Present
Job Trade Support at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management December 2009 - Present
Bank of America 2008 - January 2010
Countrywide Securities Corporation April 2006 - December 2008
Countrywide Capital Markets March 2006 - December 2008
Countrywide Financial Corporation April 2004 - April 2006
Time Warner October 2000 - April 2004
Warner Music Group 2000 - 2004
michael-Ann Russell JCC 1995 - 1999
Skills
SQL, XML, Microsoft Office, Requirements Analysis, Vendor Management, Quality Center, LoadRunner, HTML, Business Analysis, Testing, Toad, Rational Robot, SDLC, Risk Management, Photoshop
Education
California State University-Northridge 2005 — 2007
MBA, Finance
Florida International University 1995 — 1999
Business, MIS
Oaktree Capital Management December 2009 - Present
Bank of America 2008 - January 2010
Countrywide Securities Corporation April 2006 - December 2008
Countrywide Capital Markets March 2006 - December 2008
Countrywide Financial Corporation April 2004 - April 2006
Time Warner October 2000 - April 2004
Warner Music Group 2000 - 2004
michael-Ann Russell JCC 1995 - 1999
Skills
SQL, XML, Microsoft Office, Requirements Analysis, Vendor Management, Quality Center, LoadRunner, HTML, Business Analysis, Testing, Toad, Rational Robot, SDLC, Risk Management, Photoshop
Education
California State University-Northridge 2005 — 2007
MBA, Finance
Florida International University 1995 — 1999
Business, MIS
Christina Tsang-Reveche's Oaktree Capital Management Experience December 2014 - Present
Job Assistant Vice President, Enterprise Change Services at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management December 2014 - Present
Oaktree Capital Management September 2012 - December 2014
The Capital Group Companies August 2004 - September 2012
Informative Research April 2002 - August 2004
Dynamic Systems, Inc. 1994 - 2002
Skills
Business Analysis, Process Improvement, SDLC, Requirements Analysis, Requirements Gathering, Integration, Project Management, SQL, Systems Analysis, Visio, Change Management, Vendor Management, Business Process..., Business Requirements, Strategic Planning, Software Documentation, Business Intelligence, SharePoint, Data Analysis
Education
University of Southern California 2005 — 2007
MBA, General Financial Management
California State Polytechnic University-Pomona 1991 — 1994
BS, Computer Information Systems
HYS 1980 — 1994
Oaktree Capital Management December 2014 - Present
Oaktree Capital Management September 2012 - December 2014
The Capital Group Companies August 2004 - September 2012
Informative Research April 2002 - August 2004
Dynamic Systems, Inc. 1994 - 2002
Skills
Business Analysis, Process Improvement, SDLC, Requirements Analysis, Requirements Gathering, Integration, Project Management, SQL, Systems Analysis, Visio, Change Management, Vendor Management, Business Process..., Business Requirements, Strategic Planning, Software Documentation, Business Intelligence, SharePoint, Data Analysis
Education
University of Southern California 2005 — 2007
MBA, General Financial Management
California State Polytechnic University-Pomona 1991 — 1994
BS, Computer Information Systems
HYS 1980 — 1994
Himanshu Pathak's Oaktree Capital Management Experience October 2013 - Present
Job Assistant Vice President at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management October 2013 - Present
Cetera Financial Group October 2012 - October 2013
Saatchi & Saatchi / Team One December 2010 - November 2012
Answer Finanicial, An AllState Company April 2005 - May 2011
Answer Financial, An AllState Company October 2002 - April 2005
Answer Financial, An AllState Company February 2000 - October 2002
Cognizant Technology Solutions January 1998 - February 2000
Force Motors (Bajaj Tempo Ltd) August 1994 - January 1998
Skills
Analytics, Product Management, Customer Experience, Mobile Applications, Program Management, Agile Project Management, Online Lead Generation, Conversion Optimization, Behavioral Targeting, Online marketing, ecommerce, SEO/ SME, Consumer Experience, Ticketing Software
Education
University of Southern California
MBA
University of Pune
BE, Mechanical Engineering
Fergusson College
Jr College, Science
Oaktree Capital Management October 2013 - Present
Cetera Financial Group October 2012 - October 2013
Saatchi & Saatchi / Team One December 2010 - November 2012
Answer Finanicial, An AllState Company April 2005 - May 2011
Answer Financial, An AllState Company October 2002 - April 2005
Answer Financial, An AllState Company February 2000 - October 2002
Cognizant Technology Solutions January 1998 - February 2000
Force Motors (Bajaj Tempo Ltd) August 1994 - January 1998
Skills
Analytics, Product Management, Customer Experience, Mobile Applications, Program Management, Agile Project Management, Online Lead Generation, Conversion Optimization, Behavioral Targeting, Online marketing, ecommerce, SEO/ SME, Consumer Experience, Ticketing Software
Education
University of Southern California
MBA
University of Pune
BE, Mechanical Engineering
Fergusson College
Jr College, Science
Christine Suk's Oaktree Capital Management Experience August 2013 - Present
Job Human Resources at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management August 2013 - Present
KKR August 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2011
Barclays Capital June 2009 - August 2009
Lehman Brothers June 2004 - June 2008
Skills
Program Management, Performance Management, Onboarding, Recruiting, Organizational..., Project Management, Talent Acquisition
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA
Columbia University in the City of New York 2000 — 2004
BA
Oaktree Capital Management August 2013 - Present
KKR August 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2011
Barclays Capital June 2009 - August 2009
Lehman Brothers June 2004 - June 2008
Skills
Program Management, Performance Management, Onboarding, Recruiting, Organizational..., Project Management, Talent Acquisition
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA
Columbia University in the City of New York 2000 — 2004
BA
Jeff Turney's Oaktree Capital Management Experience July 2008 - September 2008
Job Researcher at The Wentworth Company
Industry Human Resources
Experience
Harvest Helper March 2014 - Present
Early Morning Farm May 2011 - Present
The Wentworth Company May 2010 - March 2011
The Wentworth Company May 2009 - May 2010
City National Bank February 2009 - May 2009
Oaktree Capital Management July 2008 - September 2008
EMC June 2007 - August 2007
Newcap Partners, Inc June 2006 - August 2006
Skills
Analysis, Valuation, Project Management, Data Analysis, Competitive Analysis, Recruiting, Strategy, Leadership, Talent Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA, Corporate Finance
Colgate University 2002 — 2005
BA, Humanities, Chinese
Southwestern Academy 1996 — 2000
HS Diploma, General Education
Harvest Helper March 2014 - Present
Early Morning Farm May 2011 - Present
The Wentworth Company May 2010 - March 2011
The Wentworth Company May 2009 - May 2010
City National Bank February 2009 - May 2009
Oaktree Capital Management July 2008 - September 2008
EMC June 2007 - August 2007
Newcap Partners, Inc June 2006 - August 2006
Skills
Analysis, Valuation, Project Management, Data Analysis, Competitive Analysis, Recruiting, Strategy, Leadership, Talent Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA, Corporate Finance
Colgate University 2002 — 2005
BA, Humanities, Chinese
Southwestern Academy 1996 — 2000
HS Diploma, General Education
Kathleen McGlynn's Oaktree Capital Management Experience April 2014 - Present
Job Associate, Investor Relations at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management April 2014 - Present
HEVO Power August 2013 - March 2014
Credit Suisse July 2011 - September 2013
Goldman Sachs August 2007 - July 2009
KPMG September 2001 - August 2007
Education
Columbia Business School 2009 — 2011
MBA, Finance
Hartwick College 1997 — 2001
Bachelor of Science (BS), Accounting
Oaktree Capital Management April 2014 - Present
HEVO Power August 2013 - March 2014
Credit Suisse July 2011 - September 2013
Goldman Sachs August 2007 - July 2009
KPMG September 2001 - August 2007
Education
Columbia Business School 2009 — 2011
MBA, Finance
Hartwick College 1997 — 2001
Bachelor of Science (BS), Accounting
Natalie Schmalen's Oaktree Capital Management Experience March 2008 - Present
Job Administrative Assistant at Oaktree Capital Management
Industry Motion Pictures and Film
Experience
Oaktree Capital Management March 2008 - Present
ClearMesh Networks January 2007 - May 2007
Education
California State University-Northridge 2003 — 2005
Oaktree Capital Management March 2008 - Present
ClearMesh Networks January 2007 - May 2007
Education
California State University-Northridge 2003 — 2005
Robert Dupree's Oaktree Capital Management Experience January 2014 - April 2015
Job 1st VP, Investor Relations at CIM Group
Industry Investment Management
Experience
CIM Group April 2015 - Present
Oaktree Capital Management January 2014 - April 2015
Oaktree Capital Management January 2012 - December 2013
Oaktree Capital Management January 2009 - December 2011
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2011
MBA
Babson College 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
CIM Group April 2015 - Present
Oaktree Capital Management January 2014 - April 2015
Oaktree Capital Management January 2012 - December 2013
Oaktree Capital Management January 2009 - December 2011
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2011
MBA
Babson College 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Marsha Alexander's Oaktree Capital Management Experience December 2008 - June 2011
Job Vice President AIMS Advisory (GSAM) at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2013 - Present
Kingdon Capital June 2011 - December 2012
Oaktree Capital Management December 2008 - June 2011
The Boston Consulting Group 2007 - 2007
Goldman Sachs July 2001 - April 2006
Skills
Capital Markets, Derivatives, Bonds, Trading, Credit, Hedge Funds, Private Equity
Education
Stanford University Graduate School of Business 2006 — 2008
Master of Business Administration (MBA)
Duke University 1997 — 2001
BA, Chemistry, Spanish
Goldman Sachs June 2013 - Present
Kingdon Capital June 2011 - December 2012
Oaktree Capital Management December 2008 - June 2011
The Boston Consulting Group 2007 - 2007
Goldman Sachs July 2001 - April 2006
Skills
Capital Markets, Derivatives, Bonds, Trading, Credit, Hedge Funds, Private Equity
Education
Stanford University Graduate School of Business 2006 — 2008
Master of Business Administration (MBA)
Duke University 1997 — 2001
BA, Chemistry, Spanish
Susan Gentile's Oaktree Capital Management Experience September 2013 - Present
Job Managing Director at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management September 2013 - Present
The Clorox Company March 2006 - September 2013
Skills
Sarbanes-Oxley Act, SEC filings
Education
Boston University Questrom School of Business 1987 — 1989
Oaktree Capital Management September 2013 - Present
The Clorox Company March 2006 - September 2013
Skills
Sarbanes-Oxley Act, SEC filings
Education
Boston University Questrom School of Business 1987 — 1989
Holly Poole's Oaktree Capital Management Experience July 2013 - October 2014
Job Credit Associate at KKR
Industry Financial Services
Experience
KKR October 2014 - Present
Oaktree Capital Management July 2013 - October 2014
Goldman Sachs July 2011 - June 2013
Macau Polytechnic Institute August 2009 - May 2010
Skills
Financial Modeling, Valuation, Investment Banking, Trading, Leveraged Finance, Bloomberg, Private Equity, Equities, Corporate Finance, Capital Markets, Fixed Income, Financial Analysis, Due Diligence, Emerging Markets, Investments, Derivatives, Hedge Funds, Equity Research, LBO, Bloomberg Terminal, Asset Management, Economics
Education
Claremont McKenna College 2010 — 2011
M.A., Finance
Scripps College 2005 — 2009
B.A.
KKR October 2014 - Present
Oaktree Capital Management July 2013 - October 2014
Goldman Sachs July 2011 - June 2013
Macau Polytechnic Institute August 2009 - May 2010
Skills
Financial Modeling, Valuation, Investment Banking, Trading, Leveraged Finance, Bloomberg, Private Equity, Equities, Corporate Finance, Capital Markets, Fixed Income, Financial Analysis, Due Diligence, Emerging Markets, Investments, Derivatives, Hedge Funds, Equity Research, LBO, Bloomberg Terminal, Asset Management, Economics
Education
Claremont McKenna College 2010 — 2011
M.A., Finance
Scripps College 2005 — 2009
B.A.
Ryan Delaney's Oaktree Capital Management Experience September 2012 - Present
Job SVP, Oaktree Capital Management
Industry Commercial Real Estate
Experience
Oaktree Capital Management September 2012 - Present
Mesa West Capital May 2006 - August 2012
Credit Suisse First Boston June 2001 - May 2006
Education
Hobart and William Smith Colleges 1997 — 2001
Economics and Pre-law
Northeastern University 1997 — 1998
Business
Oaktree Capital Management September 2012 - Present
Mesa West Capital May 2006 - August 2012
Credit Suisse First Boston June 2001 - May 2006
Education
Hobart and William Smith Colleges 1997 — 2001
Economics and Pre-law
Northeastern University 1997 — 1998
Business
Pedro Sanchez-Mejorada's Oaktree Capital Management Experience June 2013 - Present
Job Managing Director at Oaktree Capital
Industry Investment Management
Experience
Oaktree Capital Management June 2013 - Present
Goldman Sachs July 2008 - June 2013
JPMorgan July 1999 - June 2008
Education
Columbia University - Columbia Business School 2005 — 2006
MBA
Boston College 1995 — 1999
B.S., Finance
American School Foundation
Oaktree Capital Management June 2013 - Present
Goldman Sachs July 2008 - June 2013
JPMorgan July 1999 - June 2008
Education
Columbia University - Columbia Business School 2005 — 2006
MBA
Boston College 1995 — 1999
B.S., Finance
American School Foundation
Robert Frank's Oaktree Capital Management Experience October 2008 - Present
Job CIO, Managing Director IT at Oaktree Capital Management
Industry Investment Banking
Experience
Oaktree Capital Management October 2008 - Present
Countrywide Capital Markets April 2001 - October 2008
Deutsche Bank Securities October 1996 - April 2001
Salomon Smith Barney March 1988 - October 1996
Shearson Lehman February 1985 - March 1988
Chemical Bank May 1982 - February 1985
Skills
Trading Systems, Fixed Income, Vendor Management
Education
City University of New York-Queens College 1969 — 1973
Economics
Boston University
Pursuing - Masters in Computer Science, Information Technology
Oaktree Capital Management October 2008 - Present
Countrywide Capital Markets April 2001 - October 2008
Deutsche Bank Securities October 1996 - April 2001
Salomon Smith Barney March 1988 - October 1996
Shearson Lehman February 1985 - March 1988
Chemical Bank May 1982 - February 1985
Skills
Trading Systems, Fixed Income, Vendor Management
Education
City University of New York-Queens College 1969 — 1973
Economics
Boston University
Pursuing - Masters in Computer Science, Information Technology
Steve Chun's Oaktree Capital Management Experience 1998 - 2000
Job Managing Director Lerner Enterprises
Industry Real Estate
Experience
Lerner Enterprises 2013 - Present
Woodridge Capital Partners, LLC 2006 - 2012
Metromedia Restaurant Group 2004 - 2006
Morgan, Lewis & Bockius 2001 - 2002
Oaktree Capital Management 1998 - 2000
Milbank, Tweed, Hadley & McCloy LLP 1996 - 1998
United States District Court for the District of Colorado 1995 - 1996
Skills
Financial Analysis, Real Estate Development, Asset Management, Investments, Commercial Real Estate, Negotiation, Project Management, Market Analysis, Due Diligence, Mergers & Acquisitions, Private Equity, Marketing, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
MBA
University of Michigan Law School 1992 — 1995
JD
Dartmouth College 1987 — 1991
BA, Government
Walt Whitman High School 1983 — 1987
Lerner Enterprises 2013 - Present
Woodridge Capital Partners, LLC 2006 - 2012
Metromedia Restaurant Group 2004 - 2006
Morgan, Lewis & Bockius 2001 - 2002
Oaktree Capital Management 1998 - 2000
Milbank, Tweed, Hadley & McCloy LLP 1996 - 1998
United States District Court for the District of Colorado 1995 - 1996
Skills
Financial Analysis, Real Estate Development, Asset Management, Investments, Commercial Real Estate, Negotiation, Project Management, Market Analysis, Due Diligence, Mergers & Acquisitions, Private Equity, Marketing, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
MBA
University of Michigan Law School 1992 — 1995
JD
Dartmouth College 1987 — 1991
BA, Government
Walt Whitman High School 1983 — 1987
Leandro Real's Oaktree Capital Management Experience April 2009 - October 2011
Job Audit Manager at Deloitte
Industry Financial Services
Experience
Deloitte August 2012 - Present
Deloitte October 2011 - July 2012
Oaktree Capital Management April 2009 - October 2011
Deloitte August 2005 - April 2009
United States Navy April 1997 - December 2001
Skills
Financial Analysis, Financial Reporting, Auditing, US GAAP, Internal Controls, Accounting, Sarbanes-Oxley Act, SEC Filings, Venture Capital, Private Equity, Investment Management, Mutual Funds
Education
California State Polytechnic University-Pomona 2001 — 2004
Deloitte August 2012 - Present
Deloitte October 2011 - July 2012
Oaktree Capital Management April 2009 - October 2011
Deloitte August 2005 - April 2009
United States Navy April 1997 - December 2001
Skills
Financial Analysis, Financial Reporting, Auditing, US GAAP, Internal Controls, Accounting, Sarbanes-Oxley Act, SEC Filings, Venture Capital, Private Equity, Investment Management, Mutual Funds
Education
California State Polytechnic University-Pomona 2001 — 2004
David Escarrega's Oaktree Capital Management Experience March 2008 - June 2009
Job Internal Review Manager at CNFA
Industry International Trade and Development
Experience
CNFA May 2014 - Present
Chemonics International June 2011 - April 2014
ECI Find New Markets September 2010 - May 2011
United States Department of Commerce May 2010 - August 2010
Oaktree Capital Management March 2008 - June 2009
US Peace Corps - Mongolia 2005 - 2007
Skills
Non-profits, Project Management, Recruiting, International..., Program Management, Data Analysis, Research, Leadership, Grants, Government, Spanish, International Relations, Fundraising, Capacity Building, Program Evaluation, Nonprofits, Budgets, Management
Education
University of South Carolina - Darla Moore School of Business 2009 — 2011
Int'l MBA, Global Mgmt, Economics, Spanish
California State University-Long Beach 2002 — 2005
BA, English
CNFA May 2014 - Present
Chemonics International June 2011 - April 2014
ECI Find New Markets September 2010 - May 2011
United States Department of Commerce May 2010 - August 2010
Oaktree Capital Management March 2008 - June 2009
US Peace Corps - Mongolia 2005 - 2007
Skills
Non-profits, Project Management, Recruiting, International..., Program Management, Data Analysis, Research, Leadership, Grants, Government, Spanish, International Relations, Fundraising, Capacity Building, Program Evaluation, Nonprofits, Budgets, Management
Education
University of South Carolina - Darla Moore School of Business 2009 — 2011
Int'l MBA, Global Mgmt, Economics, Spanish
California State University-Long Beach 2002 — 2005
BA, English
Marcelo Kim, CPA's Oaktree Capital Management Experience November 2011 - Present
Job AVP Compliance at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management November 2011 - Present
Cliffwater LLC May 2009 - November 2011
KPMG July 2006 - March 2009
Rico Kids U.S.A. October 1998 - June 2006
Education
California State University-Northridge 2003 — 2006
BS, Accountancy, Finance, and Real Estate
Oaktree Capital Management November 2011 - Present
Cliffwater LLC May 2009 - November 2011
KPMG July 2006 - March 2009
Rico Kids U.S.A. October 1998 - June 2006
Education
California State University-Northridge 2003 — 2006
BS, Accountancy, Finance, and Real Estate
Millicent Fulton's Oaktree Capital Management Experience July 1998 - January 2005
Job Owner and President of Monica's Favorite Things by Alex
Industry Paper & Forest Products
Experience
Monica's Favorite Things by Alex September 2012 - Present
Sutherland Global Services May 2014 - August 2015
ONEOK December 2008 - August 2012
IBM January 2006 - October 2008
NeuroVasix, Inc. February 2005 - December 2005
Oaktree Capital Management July 1998 - January 2005
Skills
Accounting, General Ledger, Entrepreneur, Jewelry Consultant, Microsoft Office, Account Reconciliation, Cash Management, Domestic/Foreign Wire..., Distressed Debt, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Internal Audit, FERC, Accounts Payable, Accounts Receivable, GAAP, Payroll, Analysis, Environmental..., Analytic Problem Solving, Entrepreneurship, Budgets, Auditing, Customer Service, Public Speaking, Training, Team Building, Event Planning, Leadership Development
Education
California State University-Dominguez Hills 2000 — 2004
BS, Business Administration
Monica's Favorite Things by Alex September 2012 - Present
Sutherland Global Services May 2014 - August 2015
ONEOK December 2008 - August 2012
IBM January 2006 - October 2008
NeuroVasix, Inc. February 2005 - December 2005
Oaktree Capital Management July 1998 - January 2005
Skills
Accounting, General Ledger, Entrepreneur, Jewelry Consultant, Microsoft Office, Account Reconciliation, Cash Management, Domestic/Foreign Wire..., Distressed Debt, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Internal Audit, FERC, Accounts Payable, Accounts Receivable, GAAP, Payroll, Analysis, Environmental..., Analytic Problem Solving, Entrepreneurship, Budgets, Auditing, Customer Service, Public Speaking, Training, Team Building, Event Planning, Leadership Development
Education
California State University-Dominguez Hills 2000 — 2004
BS, Business Administration
JoBeth Linstrot's Oaktree Capital Management Experience September 2007 - Present
Job Paralegal at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management September 2007 - Present
Law Offices of James L. Pocrass 2006 - 2008
Sony Pictures Entertainment September 2001 - May 2003
Skills
Securities, Legal Research, Securities Regulation, Corporate Law, Legal Assistance, Due Diligence, Mergers & Acquisitions, Hedge Funds, Outlook, Legal Writing, Microsoft Excel, Private Equity, Litigation, Lexis, Corporate Governance, Civil Litigation, Negotiation
Education
California State University-Northridge
Business Administration
West Los Angeles College
Paralegal Studies
Oaktree Capital Management September 2007 - Present
Law Offices of James L. Pocrass 2006 - 2008
Sony Pictures Entertainment September 2001 - May 2003
Skills
Securities, Legal Research, Securities Regulation, Corporate Law, Legal Assistance, Due Diligence, Mergers & Acquisitions, Hedge Funds, Outlook, Legal Writing, Microsoft Excel, Private Equity, Litigation, Lexis, Corporate Governance, Civil Litigation, Negotiation
Education
California State University-Northridge
Business Administration
West Los Angeles College
Paralegal Studies
Jonathan Park's Oaktree Capital Management Experience May 2011 - Present
Job Oaktree Capital Management, L.P.
Industry Investment Management
Experience
Oaktree Capital Management May 2011 - Present
Capital Group November 2005 - May 2011
Hewitt Associates 2005 - 2005
ConAgra Foods 2002 - 2005
Skills
Finance, Bloomberg, Financial Analysis, Alternative Investments, Fixed Income, Equities, Financial Modeling, Private Equity, Fund Accounting, Investments, Asset Management, Hedge Funds, Securities, Financial Reporting, Valuation, Mutual Funds, Accounting, Data Analysis, Bloomberg Terminal, Corporate Finance, Microsoft Excel, Corporate Actions, Account Reconciliation, Derivatives, Analysis, Process Improvement, Financial Statements, Risk Management, Internal Controls, Investment Management, Business Analysis, Financial Accounting, Financial Services, Trading Systems, Cash Management, Swaps, Financial Markets, Bonds, Fund Administration, Back Office, Structured Products, Financial Statement..., Middle Office, Market Data
Education
California State Polytechnic University-Pomona 1997 — 2002
Bachelor of Science, Finance
Brea Olinda High School 1992 — 1996
Oaktree Capital Management May 2011 - Present
Capital Group November 2005 - May 2011
Hewitt Associates 2005 - 2005
ConAgra Foods 2002 - 2005
Skills
Finance, Bloomberg, Financial Analysis, Alternative Investments, Fixed Income, Equities, Financial Modeling, Private Equity, Fund Accounting, Investments, Asset Management, Hedge Funds, Securities, Financial Reporting, Valuation, Mutual Funds, Accounting, Data Analysis, Bloomberg Terminal, Corporate Finance, Microsoft Excel, Corporate Actions, Account Reconciliation, Derivatives, Analysis, Process Improvement, Financial Statements, Risk Management, Internal Controls, Investment Management, Business Analysis, Financial Accounting, Financial Services, Trading Systems, Cash Management, Swaps, Financial Markets, Bonds, Fund Administration, Back Office, Structured Products, Financial Statement..., Middle Office, Market Data
Education
California State Polytechnic University-Pomona 1997 — 2002
Bachelor of Science, Finance
Brea Olinda High School 1992 — 1996
Sophia Wong's Oaktree Capital Management Experience December 2004 - Present
Job Senior Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management December 2004 - Present
Colony Capital September 2001 - December 2004
The Davis Companies 2000 - 2001
KPMG September 1998 - December 2000
Skills
Private Equity, Tax, Financial Analysis, Corporate Tax, CPA, Finance, Financial Reporting, Accounting, Alternative Investments, Financial Accounting, Valuation, Fund Accounting, Portfolio Management, Consolidation, SEC filings
Education
Golden Gate University 2001 — 2003
M.S., Taxation
University of Southern California 1996 — 1998
B.S., Business Administration
Oaktree Capital Management December 2004 - Present
Colony Capital September 2001 - December 2004
The Davis Companies 2000 - 2001
KPMG September 1998 - December 2000
Skills
Private Equity, Tax, Financial Analysis, Corporate Tax, CPA, Finance, Financial Reporting, Accounting, Alternative Investments, Financial Accounting, Valuation, Fund Accounting, Portfolio Management, Consolidation, SEC filings
Education
Golden Gate University 2001 — 2003
M.S., Taxation
University of Southern California 1996 — 1998
B.S., Business Administration
Jeff Machnij's Oaktree Capital Management Experience March 2009 - March 2011
Job Operations Specialist at BMA Securities
Industry Financial Services
Experience
BMA Securities May 2011 - Present
Oaktree Capital Management March 2009 - March 2011
Financial West Group July 2004 - January 2009
Oaktree Capital Management May 2003 - June 2004
Kaplan Test Preparation March 2002 - April 2003
US Marketing and Promotions May 1997 - August 2001
Skills
Microsoft Office, Records Management, Compliance, Project Management, Securities, FINRA, Analysis, Equities
Education
California State University-Northridge 1995 — 1999
Bachelor of Science, Psychology
BMA Securities May 2011 - Present
Oaktree Capital Management March 2009 - March 2011
Financial West Group July 2004 - January 2009
Oaktree Capital Management May 2003 - June 2004
Kaplan Test Preparation March 2002 - April 2003
US Marketing and Promotions May 1997 - August 2001
Skills
Microsoft Office, Records Management, Compliance, Project Management, Securities, FINRA, Analysis, Equities
Education
California State University-Northridge 1995 — 1999
Bachelor of Science, Psychology
Andrea Williams's Oaktree Capital Management Experience March 2012 - Present
Job Managing Director at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management March 2012 - Present
Mindspeed Technologies March 2009 - March 2012
Sun Microsystems September 2005 - January 2009
SeeBeyond Technology Corporation March 2001 - September 2005
Thomas Weisel Partners 1999 - 2001
Montgomery Securities June 1997 - 1999
Lehman Brothers September 1993 - August 1995
Skills
Investor Relations, Strategy, Corporate Finance, Capital Markets, Equities, Strategic Communications, Equity Research, Finance, Financial Markets, Marketing Communications, Public Relations
Education
Southern Methodist University - Cox School of Business 1996 — 1998
MBA
Columbia University in the City of New York
BA
The Chapin School
High School
Oaktree Capital Management March 2012 - Present
Mindspeed Technologies March 2009 - March 2012
Sun Microsystems September 2005 - January 2009
SeeBeyond Technology Corporation March 2001 - September 2005
Thomas Weisel Partners 1999 - 2001
Montgomery Securities June 1997 - 1999
Lehman Brothers September 1993 - August 1995
Skills
Investor Relations, Strategy, Corporate Finance, Capital Markets, Equities, Strategic Communications, Equity Research, Finance, Financial Markets, Marketing Communications, Public Relations
Education
Southern Methodist University - Cox School of Business 1996 — 1998
MBA
Columbia University in the City of New York
BA
The Chapin School
High School
Bruce Shirokawa's Oaktree Capital Management Experience October 2005 - April 2012
Job Tax Manager
Industry Accounting
Experience
Oaktree Capital Management October 2005 - April 2012
Davis Companies 2000 - 2005
KPMG May 1997 - May 2000
Warner Bros. 1993 - 1997
Skills
Hedge Funds, Bloomberg, Private Equity, Financial Analysis, Equities, Financial Modeling, SEC filings, Asset Managment, Accounting, GAAP, Due Diligence, Financial Reporting, Investments, Securities, State and Local Taxation, Tax Research, Fund Accounting, Entertainment Industry, Corporate Tax, Partnership Taxation, Microsoft Excel, Microsoft Access, Fund Of Funds
Education
Golden Gate University
M.S., Financial Planning - Taxation
University of California, Los Angeles
B.A., Economics
Oaktree Capital Management October 2005 - April 2012
Davis Companies 2000 - 2005
KPMG May 1997 - May 2000
Warner Bros. 1993 - 1997
Skills
Hedge Funds, Bloomberg, Private Equity, Financial Analysis, Equities, Financial Modeling, SEC filings, Asset Managment, Accounting, GAAP, Due Diligence, Financial Reporting, Investments, Securities, State and Local Taxation, Tax Research, Fund Accounting, Entertainment Industry, Corporate Tax, Partnership Taxation, Microsoft Excel, Microsoft Access, Fund Of Funds
Education
Golden Gate University
M.S., Financial Planning - Taxation
University of California, Los Angeles
B.A., Economics
Patrick Yang's Oaktree Capital Management Experience September 2008 - July 2010
Job Investment analyst at QVT Financial
Industry Investment Management
Experience
QVT Financial LP July 2012 - Present
QVT Financial LP June 2011 - August 2011
Oaktree Capital Management September 2008 - July 2010
Morgan Stanley December 2006 - July 2008
UBS Investment Bank July 2005 - October 2006
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
Fudan University
SHS
QVT Financial LP July 2012 - Present
QVT Financial LP June 2011 - August 2011
Oaktree Capital Management September 2008 - July 2010
Morgan Stanley December 2006 - July 2008
UBS Investment Bank July 2005 - October 2006
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
Fudan University
SHS
Michele Krieger's Oaktree Capital Management Experience 1999 - 2002
Job CFO/CCO at BeaconLight Capital
Industry Financial Services
Experience
BeaconLight Capital November 2009 - Present
The Rohatyn Group 2002 - 2009
Oaktree Capital Management 1999 - 2002
Education
Binghamton University - School of Management 1988 — 1992
BS, Accounting
BeaconLight Capital November 2009 - Present
The Rohatyn Group 2002 - 2009
Oaktree Capital Management 1999 - 2002
Education
Binghamton University - School of Management 1988 — 1992
BS, Accounting
Sarah (Sarah Bradstock) Davies's Oaktree Capital Management Experience March 2011 - April 2014
Job Looking for a new opportunity **Eligible to work in the USA**
Industry Investment Management
Experience
Oaktree Capital Management March 2011 - April 2014
ShariaUMEX (Sharia Ummah Securities Information Exchange Ltd) December 2009 - July 2010
FIM Advisers October 2006 - December 2008
One Family Fund 2004 - 2008
Man Investments September 2005 - August 2006
Man Investments September 2004 - August 2005
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Asset Managment, Equities, Fixed Income, Investments, Portfolio Management, Bloomberg, Investment Management, Capital Markets, Emerging Markets, Financial Markets, Asset Allocation, Asset Management, Investment Banking
Education
Cass Business School 2003 — 2005
MSc, Investment Management
University of Birmingham 2000 — 2003
BCom, Economics, Law, Business Studies, Finance, & Marketing modules
Oaktree Capital Management March 2011 - April 2014
ShariaUMEX (Sharia Ummah Securities Information Exchange Ltd) December 2009 - July 2010
FIM Advisers October 2006 - December 2008
One Family Fund 2004 - 2008
Man Investments September 2005 - August 2006
Man Investments September 2004 - August 2005
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Asset Managment, Equities, Fixed Income, Investments, Portfolio Management, Bloomberg, Investment Management, Capital Markets, Emerging Markets, Financial Markets, Asset Allocation, Asset Management, Investment Banking
Education
Cass Business School 2003 — 2005
MSc, Investment Management
University of Birmingham 2000 — 2003
BCom, Economics, Law, Business Studies, Finance, & Marketing modules
Jennifer Box's Oaktree Capital Management Experience January 2009 - Present
Job at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management January 2009 - Present
The Blackstone Group July 2005 - November 2008
The Boston Consulting Group September 2003 - May 2005
Skills
Investments
Education
Duke University 1999 — 2003
B.S., Major: B.S Economics. Minor: Mathematics
Oaktree Capital Management January 2009 - Present
The Blackstone Group July 2005 - November 2008
The Boston Consulting Group September 2003 - May 2005
Skills
Investments
Education
Duke University 1999 — 2003
B.S., Major: B.S Economics. Minor: Mathematics
Larry McHugh's Oaktree Capital Management Experience 2003 - 2007
Job CEO at Orchard Material Technology
Industry Mining & Metals
Experience
Orchard Material Technology March 2007 - Present
Oaktree Capital Management 2003 - 2007
H.C. Starck 1991 - 2003
Bayer MaterialScience 1988 - 2000
Cyprus Minerals Corp. 1985 - 1995
Metec 1980 - 1990
Climax Molybdenum Co. 1975 - 1985
Corning Incorporated 1975 - 1980
The Babcock & Wilcox Company January 1972 - 1975
Skills
Metallurgy, Metals, Materials, Mining, Process Engineering, Engineering, Materials Science, Minerals, Process Simulation, Start-ups, Manufacturing, Continuous Improvement, Coatings, R&D, Management, Product Development, Process Optimization, Powder Metallurgy, Mineral Processing, Copper, Chemical Engineering, Maintenance Management, Characterization, Extractive Metallurgy, ISO, Molybdenum, Lean Manufacturing, Industrial Engineering, Quality Management, Feasibility Studies, Factory, Metallography, SPC, Root Cause Analysis, Mineral Exploration, Engineering Management, Process Control, Manufacturing..., Nanotechnology, Recycling, Product Design, Kaizen, Divestitures, Private Equity, Integration
Education
Cornell University 1974 — 1976
Material Science
University of Pittsburgh 1968 — 1972
Bachelor of Science (BS), Chemical Engineering
Orchard Material Technology March 2007 - Present
Oaktree Capital Management 2003 - 2007
H.C. Starck 1991 - 2003
Bayer MaterialScience 1988 - 2000
Cyprus Minerals Corp. 1985 - 1995
Metec 1980 - 1990
Climax Molybdenum Co. 1975 - 1985
Corning Incorporated 1975 - 1980
The Babcock & Wilcox Company January 1972 - 1975
Skills
Metallurgy, Metals, Materials, Mining, Process Engineering, Engineering, Materials Science, Minerals, Process Simulation, Start-ups, Manufacturing, Continuous Improvement, Coatings, R&D, Management, Product Development, Process Optimization, Powder Metallurgy, Mineral Processing, Copper, Chemical Engineering, Maintenance Management, Characterization, Extractive Metallurgy, ISO, Molybdenum, Lean Manufacturing, Industrial Engineering, Quality Management, Feasibility Studies, Factory, Metallography, SPC, Root Cause Analysis, Mineral Exploration, Engineering Management, Process Control, Manufacturing..., Nanotechnology, Recycling, Product Design, Kaizen, Divestitures, Private Equity, Integration
Education
Cornell University 1974 — 1976
Material Science
University of Pittsburgh 1968 — 1972
Bachelor of Science (BS), Chemical Engineering
Chris Huisken's Oaktree Capital Management Experience June 2004 - Present
Job Managing Director at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management June 2004 - Present
South Dakota Investment Council November 1992 - June 2004
Education
The University of South Dakota 1991 — 1992
Dordt College 1987 — 1991
BA, Businesss
Oaktree Capital Management June 2004 - Present
South Dakota Investment Council November 1992 - June 2004
Education
The University of South Dakota 1991 — 1992
Dordt College 1987 — 1991
BA, Businesss
Sanjay Khanna's Oaktree Capital Management Experience June 2010 - January 2012
Job Software Engineer
Industry Information Technology and Services
Experience
Oaktree Capital Management June 2010 - January 2012
Vichara Technologies April 2010 - January 2012
Bank of America April 2009 - March 2010
Countrywide Securities Corporation May 2007 - March 2009
Vichara Technologies February 2005 - April 2007
Keane 2003 - 2005
Twin Sun 1999 - 2003
Skills
Business Analysis, SOA, Python, Perl, Java, Unix, Linux, Bash, SQL, C, Lisp, Scheme, FIX, Performance Attribution, Fixed Income Trading, MBS
Education
Dartmouth College 1993 — 1999
M.S., Computer Science
Carnegie Mellon University 1989 — 1993
B.S., Math and Computer Science
Kodaikanal International School 1987 — 1989
Intl Baccalaureate, High School
International School of Bangkok 1985 — 1987
High School, High School
Oaktree Capital Management June 2010 - January 2012
Vichara Technologies April 2010 - January 2012
Bank of America April 2009 - March 2010
Countrywide Securities Corporation May 2007 - March 2009
Vichara Technologies February 2005 - April 2007
Keane 2003 - 2005
Twin Sun 1999 - 2003
Skills
Business Analysis, SOA, Python, Perl, Java, Unix, Linux, Bash, SQL, C, Lisp, Scheme, FIX, Performance Attribution, Fixed Income Trading, MBS
Education
Dartmouth College 1993 — 1999
M.S., Computer Science
Carnegie Mellon University 1989 — 1993
B.S., Math and Computer Science
Kodaikanal International School 1987 — 1989
Intl Baccalaureate, High School
International School of Bangkok 1985 — 1987
High School, High School
Colin Bekemeyer's Oaktree Capital Management Experience 2006 - Present
Job Managing Director at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management 2006 - Present
Taiyo Pacific Partners 2003 - 2006
A.T. Kearney 1994 - 1997
Education
University of Pennsylvania 1997 — 1999
MA, International Studies
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Harvard University 1989 — 1993
A.B.
Oaktree Capital Management 2006 - Present
Taiyo Pacific Partners 2003 - 2006
A.T. Kearney 1994 - 1997
Education
University of Pennsylvania 1997 — 1999
MA, International Studies
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Harvard University 1989 — 1993
A.B.
Dular Pandya's Oaktree Capital Management Experience August 2008 - 2011
Job Investment Professional at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2015 - Present
River Birch Capital 2011 - 2013
Oaktree Capital Management August 2008 - 2011
Lazard Freres & Co. July 2006 - June 2008
Education
New York University - Leonard N. Stern School of Business 2001 — 2005
Bachelors, Finance, Magna Cum Laude with Honors
INSEAD
Fidelity Investments January 2015 - Present
River Birch Capital 2011 - 2013
Oaktree Capital Management August 2008 - 2011
Lazard Freres & Co. July 2006 - June 2008
Education
New York University - Leonard N. Stern School of Business 2001 — 2005
Bachelors, Finance, Magna Cum Laude with Honors
INSEAD
Sachin Gupta's Oaktree Capital Management Experience June 2014 - August 2014
Job Senior Associate at Oaktree Capital Management, L.P.
Industry Investment Management
Experience
Oaktree Capital Management, L.P. July 2015 - Present
Oaktree Capital Management June 2014 - August 2014
GMO 2011 - 2013
Citadel Investment Group June 2010 - September 2010
US Department of the Treasury 2009 - 2009
Harvard University Economics Dept. 2009 - 2009
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2010 — 2011
SM, Applied Math
Harvard University 2007 — 2011
AB, Applied Math and Economics
The Albany Academy 1992 — 2007
Oaktree Capital Management, L.P. July 2015 - Present
Oaktree Capital Management June 2014 - August 2014
GMO 2011 - 2013
Citadel Investment Group June 2010 - September 2010
US Department of the Treasury 2009 - 2009
Harvard University Economics Dept. 2009 - 2009
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2010 — 2011
SM, Applied Math
Harvard University 2007 — 2011
AB, Applied Math and Economics
The Albany Academy 1992 — 2007
Jesse Clapham's Oaktree Capital Management Experience 2010 - Present
Job Senior Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management 2010 - Present
Goldman Sachs 2000 - 2007
Education
Dickinson College 1996 — 2000
Oaktree Capital Management 2010 - Present
Goldman Sachs 2000 - 2007
Education
Dickinson College 1996 — 2000
Cisco Salomon's Oaktree Capital Management Experience July 2008 - Present
Job Assistant Vice President
Industry Investment Management
Experience
Oaktree Capital Management July 2008 - Present
Capital Guardian Trust Company October 2004 - June 2008
Skills
Asset Management, Credit Derivatives, Mutual Funds, Fixed Income, Investments, Portfolio Management
Education
California State University-Long Beach - College of Business Administration 2001 — 2004
BS, Finance, Real Estate & Law
Oaktree Capital Management July 2008 - Present
Capital Guardian Trust Company October 2004 - June 2008
Skills
Asset Management, Credit Derivatives, Mutual Funds, Fixed Income, Investments, Portfolio Management
Education
California State University-Long Beach - College of Business Administration 2001 — 2004
BS, Finance, Real Estate & Law
Michael Embersit's Oaktree Capital Management Experience September 2006 - February 2008
Job Strategy Analyst at Assurant
Industry Financial Services
Experience
Assurant May 2014 - Present
Capco 2013 - April 2014
Federal Reserve Bank of Atlanta February 2013 - May 2013
BNP Paribas May 2010 - May 2012
UBS Investment Bank June 2008 - April 2010
UBS Investment Bank July 2008 - February 2009
Oaktree Capital Management September 2006 - February 2008
Skills
Hedge Funds, Prime Brokerage, Emerging Markets, Bloomberg, Credit Derivatives, Fixed Income, Swaps, Equities, Derivatives, Market Risk, Valuation, Options, Bloomberg Terminal, Financial Analysis, Investment Banking
Education
Goizueta Business School, Emory University 2012 — 2013
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Fairfield University 2004 — 2008
BS, Finance
Assurant May 2014 - Present
Capco 2013 - April 2014
Federal Reserve Bank of Atlanta February 2013 - May 2013
BNP Paribas May 2010 - May 2012
UBS Investment Bank June 2008 - April 2010
UBS Investment Bank July 2008 - February 2009
Oaktree Capital Management September 2006 - February 2008
Skills
Hedge Funds, Prime Brokerage, Emerging Markets, Bloomberg, Credit Derivatives, Fixed Income, Swaps, Equities, Derivatives, Market Risk, Valuation, Options, Bloomberg Terminal, Financial Analysis, Investment Banking
Education
Goizueta Business School, Emory University 2012 — 2013
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Fairfield University 2004 — 2008
BS, Finance
Aaron Bendikson's Oaktree Capital Management Experience 2005 - Present
Job MD at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management 2005 - Present
Soros Fund Management 1999 - 2005
Ramius Capital Group June 2002 - August 2002
J.P. Morgan 1996 - 1999
Tekni-Plex, Inc. 1900 - 1900
Jackson Square Aviation, LLC 1900 - 1900
Dayco Power Transmission 1900 - 1900
Alliance HealthCare Services 1900 - 1900
Auto Europe Car Rental 1900 - 1900
Skills
Distressed Debt, Debt Restructuring, Private Equity, Due Diligence, High Yield, LBO, Mergers & Acquisitions, Special Situations, Valuation, Investment Banking, Corporate Finance, Financial Modeling, Investments
Education
Harvard Business School 2001 — 2003
MBA
UCLA
BA
Oaktree Capital Management 2005 - Present
Soros Fund Management 1999 - 2005
Ramius Capital Group June 2002 - August 2002
J.P. Morgan 1996 - 1999
Tekni-Plex, Inc. 1900 - 1900
Jackson Square Aviation, LLC 1900 - 1900
Dayco Power Transmission 1900 - 1900
Alliance HealthCare Services 1900 - 1900
Auto Europe Car Rental 1900 - 1900
Skills
Distressed Debt, Debt Restructuring, Private Equity, Due Diligence, High Yield, LBO, Mergers & Acquisitions, Special Situations, Valuation, Investment Banking, Corporate Finance, Financial Modeling, Investments
Education
Harvard Business School 2001 — 2003
MBA
UCLA
BA
Aida Marina's Oaktree Capital Management Experience March 1998 - October 2008
Job Administrative Assistant (Freelance) at Law Offices of Florence Cameron, Esq.
Industry Executive Office
Experience
Law Offices of Florence Cameron, Esq. April 2012 - Present
EMRO - Egyptian Mau Rescue Organization May 2007 - March 2013
Reel Image, Inc. January 2011 - February 2012
Oaktree Capital Management March 1998 - October 2008
Thomas J. Lipson / Lawry's Company June 1989 - September 1997
Skills
C-Level Executive..., Dreamweaver, Web Site Editing, Photoshop, Illustrator, Microsoft Office, Excel, Word, PowerPoint, Outlook, Adobe Acrobat, Executive Level..., Heavy Calendaring, Global Travel Management, Appointment Scheduling, Business Travel Planning, Event Management, Meeting Scheduling, Accounts Payable, Bank Reconciliation, Research, Corporate Purchasing, Internet Explorer, Executive Office..., General Administrative..., Film post-production, Film Merchandise ..., Social Networking Sites, Customer Service, Database Administration, General Office Duties, Office Organizing, Positive Employee..., Text Editing, Social Media Advertising, Logistics, Non-profits..., Marketing Research, Teamwork, Online Research, New Hire Training, Industry-specific..., Bloomberg Terminal, 10-key, Office Management, Microsoft Excel, Microsoft Word, Presentation Development, MS Excel Pivot Tables, Confidentiality
Education
Art Institute of Pittsburgh On-Line 2010 — 2014
Associate's Degree, Web Design and Interactive Media, GPA 3.9
Chapman University 1973 — 1974
Science and Engineering
Law Offices of Florence Cameron, Esq. April 2012 - Present
EMRO - Egyptian Mau Rescue Organization May 2007 - March 2013
Reel Image, Inc. January 2011 - February 2012
Oaktree Capital Management March 1998 - October 2008
Thomas J. Lipson / Lawry's Company June 1989 - September 1997
Skills
C-Level Executive..., Dreamweaver, Web Site Editing, Photoshop, Illustrator, Microsoft Office, Excel, Word, PowerPoint, Outlook, Adobe Acrobat, Executive Level..., Heavy Calendaring, Global Travel Management, Appointment Scheduling, Business Travel Planning, Event Management, Meeting Scheduling, Accounts Payable, Bank Reconciliation, Research, Corporate Purchasing, Internet Explorer, Executive Office..., General Administrative..., Film post-production, Film Merchandise ..., Social Networking Sites, Customer Service, Database Administration, General Office Duties, Office Organizing, Positive Employee..., Text Editing, Social Media Advertising, Logistics, Non-profits..., Marketing Research, Teamwork, Online Research, New Hire Training, Industry-specific..., Bloomberg Terminal, 10-key, Office Management, Microsoft Excel, Microsoft Word, Presentation Development, MS Excel Pivot Tables, Confidentiality
Education
Art Institute of Pittsburgh On-Line 2010 — 2014
Associate's Degree, Web Design and Interactive Media, GPA 3.9
Chapman University 1973 — 1974
Science and Engineering
Nicholas Cesena's Oaktree Capital Management Experience June 2014 - August 2015
Job Finance Manager at True Religion Brand Jeans
Industry Financial Services
Experience
True Religion Brand Jeans August 2015 - Present
Oaktree Capital Management June 2014 - August 2015
Raythoen Space and Airborne Systems February 2014 - June 2014
Raytheon Space and Airborne Systems January 2013 - June 2014
Raytheon Technical Services Company August 2011 - January 2013
Raytheon January 2009 - August 2011
Wells Fargo 2007 - 2009
Wells Fargo Bank November 2005 - December 2008
Skills
Microsoft Office, SAP, Financial Analysis, Financial Modeling, Aerospace, Project management, Competitive analysis, Cross Functional Team..., Earned Value Management, Strategic Planning, Strategy, Project Management, Finance, Analysis, Leadership, Management, Program Management, Process Improvement
Education
California State University-Long Beach 2006 — 2008
Bachelor of Science (BS), Finance
True Religion Brand Jeans August 2015 - Present
Oaktree Capital Management June 2014 - August 2015
Raythoen Space and Airborne Systems February 2014 - June 2014
Raytheon Space and Airborne Systems January 2013 - June 2014
Raytheon Technical Services Company August 2011 - January 2013
Raytheon January 2009 - August 2011
Wells Fargo 2007 - 2009
Wells Fargo Bank November 2005 - December 2008
Skills
Microsoft Office, SAP, Financial Analysis, Financial Modeling, Aerospace, Project management, Competitive analysis, Cross Functional Team..., Earned Value Management, Strategic Planning, Strategy, Project Management, Finance, Analysis, Leadership, Management, Program Management, Process Improvement
Education
California State University-Long Beach 2006 — 2008
Bachelor of Science (BS), Finance
Bart Bixler's Oaktree Capital Management Experience April 2015 - Present
Job Senior Compliance Analyst at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management April 2015 - Present
The TCW Group February 2015 - April 2015
Trust Company of the West April 2013 - April 2015
The Capital Group Companies March 2012 - December 2012
Pacific Investment Management Company July 2010 - March 2012
Kinecta Federal Credit Union July 2009 - July 2010
Kinecta Federal Credit Union December 2005 - July 2009
Kinecta Federal Credit Union October 2003 - December 2005
Education
California State University-Long Beach 2004 — 2008
Bachelor's of Science, Business Finance - Financial Management & Investments
Redondo Union High School
Oaktree Capital Management April 2015 - Present
The TCW Group February 2015 - April 2015
Trust Company of the West April 2013 - April 2015
The Capital Group Companies March 2012 - December 2012
Pacific Investment Management Company July 2010 - March 2012
Kinecta Federal Credit Union July 2009 - July 2010
Kinecta Federal Credit Union December 2005 - July 2009
Kinecta Federal Credit Union October 2003 - December 2005
Education
California State University-Long Beach 2004 — 2008
Bachelor's of Science, Business Finance - Financial Management & Investments
Redondo Union High School
Mukya Porter's Oaktree Capital Management Experience June 2012 - Present
Job Senior Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management June 2012 - Present
PIMCO August 2010 - June 2012
Morgan Stanley Investment Management January 2004 - August 2010
Education
University of California, Berkeley - School of Law 1998 — 2001
JD, Law
Howard University 1988 — 1992
BS, Biology
Oaktree Capital Management June 2012 - Present
PIMCO August 2010 - June 2012
Morgan Stanley Investment Management January 2004 - August 2010
Education
University of California, Berkeley - School of Law 1998 — 2001
JD, Law
Howard University 1988 — 1992
BS, Biology
Armen Panossian's Oaktree Capital Management Experience December 2013 - Present
Job at
Industry Investment Management
Experience
Oaktree Capital Management December 2013 - Present
Oaktree Capital Management June 2007 - Present
Pequot Capital July 2004 - June 2007
Kirkland & Ellis LLP June 2001 - August 2002
Morgan Stanley July 1998 - June 2000
Skills
Private Equity, Corporate Development, Venture Capital
Education
Harvard Business School 2000 — 2004
MBA, Business
Harvard Law School 2000 — 2004
JD, Law
Stanford University School of Medicine 1998 — 1999
MS, Health Research & Policy
Stanford University 1994 — 1998
AB, Economics
Oaktree Capital Management December 2013 - Present
Oaktree Capital Management June 2007 - Present
Pequot Capital July 2004 - June 2007
Kirkland & Ellis LLP June 2001 - August 2002
Morgan Stanley July 1998 - June 2000
Skills
Private Equity, Corporate Development, Venture Capital
Education
Harvard Business School 2000 — 2004
MBA, Business
Harvard Law School 2000 — 2004
JD, Law
Stanford University School of Medicine 1998 — 1999
MS, Health Research & Policy
Stanford University 1994 — 1998
AB, Economics
Kyle Raver's Oaktree Capital Management Experience June 2008 - August 2008
Job Senior Equity Analyst
Industry Investment Management
Experience
TIAA-CREF April 2010 - Present
Oaktree Capital Management June 2008 - August 2008
Sanford C. Bernstein November 2003 - May 2007
Sanford C. Bernstein February 2001 - October 2003
Texaco June 1999 - January 2001
Skills
Equity Research, Financial Modeling, Industry Analysis, Equities, Valuation, Competitive Analysis, Portfolio Management, Financial Analysis, Investments, Finance, Analysis, Due Diligence, Investment Management, Technology, Telecommunications, Leadership, Strategy, Hedge Funds, Asset Management
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration, Finance
Duke University 1995 — 1999
BA, Economics
Darien High School 1991 — 1995
TIAA-CREF April 2010 - Present
Oaktree Capital Management June 2008 - August 2008
Sanford C. Bernstein November 2003 - May 2007
Sanford C. Bernstein February 2001 - October 2003
Texaco June 1999 - January 2001
Skills
Equity Research, Financial Modeling, Industry Analysis, Equities, Valuation, Competitive Analysis, Portfolio Management, Financial Analysis, Investments, Finance, Analysis, Due Diligence, Investment Management, Technology, Telecommunications, Leadership, Strategy, Hedge Funds, Asset Management
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration, Finance
Duke University 1995 — 1999
BA, Economics
Darien High School 1991 — 1995
Salvatore Cremona's Oaktree Capital Management Experience October 2012 - Present
Job Associate at Oaktree Capital Management
Industry Mechanical or Industrial Engineering
Experience
Oaktree Capital Management October 2012 - Present
Credit Suisse April 2011 - October 2012
Accenture August 2010 - April 2011
Roth & Associates June 2009 - August 2009
Bechtel Power Corporation June 2006 - August 2008
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Business Analysis, Mergers, Investment Banking, Excel, PowerPoint, Leveraged Finance, Capital Markets, Business Strategy, Due Diligence, Fixed Income, Equities, Word, Microsoft Excel, Mergers & Acquisitions
Education
Cornell University 2009 — 2010
Masters, Engineering Management, Financial Engineering
Cornell University 2005 — 2009
Bachelor of Science, Mechanical & Aerospace Engineering
Oaktree Capital Management October 2012 - Present
Credit Suisse April 2011 - October 2012
Accenture August 2010 - April 2011
Roth & Associates June 2009 - August 2009
Bechtel Power Corporation June 2006 - August 2008
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Business Analysis, Mergers, Investment Banking, Excel, PowerPoint, Leveraged Finance, Capital Markets, Business Strategy, Due Diligence, Fixed Income, Equities, Word, Microsoft Excel, Mergers & Acquisitions
Education
Cornell University 2009 — 2010
Masters, Engineering Management, Financial Engineering
Cornell University 2005 — 2009
Bachelor of Science, Mechanical & Aerospace Engineering
John Paul Lee's Oaktree Capital Management Experience 2012 - Present
Job Associate at Oaktree Capital
Industry Real Estate
Experience
Oaktree Capital Management 2012 - Present
Marathon Asset Management 2010 - 2012
Bank of America 2009 - 2009
Skills
Real Estate Transactions, Financial Modeling, Excel, ARGUS, CMBS, Distressed Debt, Non-performing Loans, Real Estate Financing, Real Estate Development
Education
Cornell University 2006 — 2010
Bachelor's Degree, Economics, Real Estate
Stuyvesant High School 2002 — 2006
High School
Oaktree Capital Management 2012 - Present
Marathon Asset Management 2010 - 2012
Bank of America 2009 - 2009
Skills
Real Estate Transactions, Financial Modeling, Excel, ARGUS, CMBS, Distressed Debt, Non-performing Loans, Real Estate Financing, Real Estate Development
Education
Cornell University 2006 — 2010
Bachelor's Degree, Economics, Real Estate
Stuyvesant High School 2002 — 2006
High School
Chris Riley, CFA's Oaktree Capital Management Experience November 2008 - January 2011
Job COO at USA Rx LLC
Industry Internet
Experience
USA Rx LLC March 2013 - Present
Beach Point Capital Management January 2011 - March 2013
Oaktree Capital Management November 2008 - January 2011
Skills
Bloomberg, Equities, Alternative Investments, Hedge Funds, Financial Modeling, Capital Markets, Fixed Income, Investments, Securities, Bonds, Asset Management, Private Equity, Finance
Education
Georgetown University 2001 — 2005
BSBA, Double Major: Finance and Accounting
St. Vincent Pallotti
USA Rx LLC March 2013 - Present
Beach Point Capital Management January 2011 - March 2013
Oaktree Capital Management November 2008 - January 2011
Skills
Bloomberg, Equities, Alternative Investments, Hedge Funds, Financial Modeling, Capital Markets, Fixed Income, Investments, Securities, Bonds, Asset Management, Private Equity, Finance
Education
Georgetown University 2001 — 2005
BSBA, Double Major: Finance and Accounting
St. Vincent Pallotti
David Brookman's Oaktree Capital Management Experience 2008 - Present
Job Senior Vice President, Change Management at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management 2008 - Present
Countrywide Bank 2006 - 2008
J. Paul Getty Trust 2002 - 2005
Windowbox.com 2002 - 2003
Skills
Project Portfolio..., Business Process..., Team Management, Project Management, Solution Implementation, Project Planning, Program Management, Facilitation, Communication, Change Management, Collaborative Problem..., Vendor Management, Enterprise-wide..., Operational Due..., Business Analysis, Project Implementation
Education
Brown University 1997 — 2001
BA, Business Economics, Computer Science
Oaktree Capital Management 2008 - Present
Countrywide Bank 2006 - 2008
J. Paul Getty Trust 2002 - 2005
Windowbox.com 2002 - 2003
Skills
Project Portfolio..., Business Process..., Team Management, Project Management, Solution Implementation, Project Planning, Program Management, Facilitation, Communication, Change Management, Collaborative Problem..., Vendor Management, Enterprise-wide..., Operational Due..., Business Analysis, Project Implementation
Education
Brown University 1997 — 2001
BA, Business Economics, Computer Science
Lowell Gruman's Oaktree Capital Management Experience October 2007 - March 2010
Job Executive Director at IncellDx
Industry Medical Devices
Alison Friedman's Oaktree Capital Management Experience January 2012 - Present
Job Assistant Vice President at Oaktree Capital, Corporate Development
Industry Financial Services
Experience
Oaktree Capital Management January 2012 - Present
Barclays Capital July 2009 - November 2011
Education
Cornell University 2005 — 2009
Oaktree Capital Management January 2012 - Present
Barclays Capital July 2009 - November 2011
Education
Cornell University 2005 — 2009
Richa Gulati's Oaktree Capital Management Experience August 2011 - February 2015
Job Chief Compliance Officer & Counsel at Willett Advisors
Industry Financial Services
Experience
Willett Advisors LLC February 2015 - Present
Oaktree Capital Management August 2011 - February 2015
D. E. Shaw & Co. March 2008 - August 2011
Cleary Gottlieb Steen & Hamilton LLP September 2005 - February 2008
MFY Legal Services March 2007 - September 2007
Skills
Securities Regulation, Securities, Risk Management, Series 24, Hedge Funds, Private Equity, Series 7, Litigation, Capital Markets, Equities, Legal Research, Alternative Investments, Due Diligence, Corporate Governance
Education
Harvard Law School 2002 — 2005
J.D.
The University of Texas at Austin 1998 — 2002
B.A., Plan II Honors
Willett Advisors LLC February 2015 - Present
Oaktree Capital Management August 2011 - February 2015
D. E. Shaw & Co. March 2008 - August 2011
Cleary Gottlieb Steen & Hamilton LLP September 2005 - February 2008
MFY Legal Services March 2007 - September 2007
Skills
Securities Regulation, Securities, Risk Management, Series 24, Hedge Funds, Private Equity, Series 7, Litigation, Capital Markets, Equities, Legal Research, Alternative Investments, Due Diligence, Corporate Governance
Education
Harvard Law School 2002 — 2005
J.D.
The University of Texas at Austin 1998 — 2002
B.A., Plan II Honors
Michael Woznica's Oaktree Capital Management Experience July 2007 - Present
Job Paralegal at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management July 2007 - Present
Heller Ehrman 2002 - 2007
Skills
Legal Research, Litigation, Securities Regulation, Arbitration, Corporate Law, Securities, Legal Writing, Corporate Governance, Private Equity, Commercial Litigation, Intellectual Property
Education
Brandeis University 1984 — 1988
Oaktree Capital Management July 2007 - Present
Heller Ehrman 2002 - 2007
Skills
Legal Research, Litigation, Securities Regulation, Arbitration, Corporate Law, Securities, Legal Writing, Corporate Governance, Private Equity, Commercial Litigation, Intellectual Property
Education
Brandeis University 1984 — 1988
Danielle Simper's Oaktree Capital Management Experience
Job Admin Asst. at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management
Skills
Office Management, Travel Arrangements, Diary Management, Calendaring, Customer Service, Microsoft Word
Education
Brigham Young University
Bachelor's degree
Oaktree Capital Management
Skills
Office Management, Travel Arrangements, Diary Management, Calendaring, Customer Service, Microsoft Word
Education
Brigham Young University
Bachelor's degree
Robert C. LaRoche's Oaktree Capital Management Experience July 2014 - Present
Job Associate at Oaktree Capital Management
Industry Investment Banking
Experience
Oaktree Capital Management July 2014 - Present
Moelis & Company July 2012 - June 2014
Nomura Securities June 2011 - August 2011
General Electric Energy September 2010 - January 2011
Candela Corporation June 2008 - August 2008
Education
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Mechanical Engineering (Major), Applied Economics and Management (Minor)
Oaktree Capital Management July 2014 - Present
Moelis & Company July 2012 - June 2014
Nomura Securities June 2011 - August 2011
General Electric Energy September 2010 - January 2011
Candela Corporation June 2008 - August 2008
Education
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Mechanical Engineering (Major), Applied Economics and Management (Minor)
Ryan Fowlkes's Oaktree Capital Management Experience September 2008 - July 2015
Job Director at MUFG Union Bank, N.A.
Industry Banking
Experience
MUFG Union Bank July 2015 - Present
Oaktree Capital Management September 2008 - July 2015
Skills
Business Analysis, Private Equity, Project Management, Strategy, Vendor Management, Process Improvement, Risk Management, Strategic Planning, Program Management, Portfolio Management
Education
California State University-Northridge 1996 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
MUFG Union Bank July 2015 - Present
Oaktree Capital Management September 2008 - July 2015
Skills
Business Analysis, Private Equity, Project Management, Strategy, Vendor Management, Process Improvement, Risk Management, Strategic Planning, Program Management, Portfolio Management
Education
California State University-Northridge 1996 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Warren Min's Oaktree Capital Management Experience 2013 - Present
Job Vice President Real Estate Opportunities at Oaktree Capital Management
Industry Venture Capital & Private Equity
Experience
Oaktree Capital Management 2013 - Present
Oaktree Capital Management September 2008 - July 2011
Citigroup July 2006 - June 2008
PIMCO 2004 - 2004
Skills
Private Equity, Venture Capital, Hedge Funds, Due Diligence, Strategy, Entrepreneurship, Mergers & Acquisitions, Valuation, Financial Modeling, Financial Analysis, Emerging Markets, Equities, Data Analysis, Corporate Finance, Investments, Investment Banking, Bloomberg, Capital Markets, Asset Management, Business Strategy
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Yale University 2002 — 2006
Bachelor of Arts, Economics and Mathematics
Oaktree Capital Management 2013 - Present
Oaktree Capital Management September 2008 - July 2011
Citigroup July 2006 - June 2008
PIMCO 2004 - 2004
Skills
Private Equity, Venture Capital, Hedge Funds, Due Diligence, Strategy, Entrepreneurship, Mergers & Acquisitions, Valuation, Financial Modeling, Financial Analysis, Emerging Markets, Equities, Data Analysis, Corporate Finance, Investments, Investment Banking, Bloomberg, Capital Markets, Asset Management, Business Strategy
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Yale University 2002 — 2006
Bachelor of Arts, Economics and Mathematics
Shawn Haghighi's Oaktree Capital Management Experience September 2007 - September 2011
Job Assistant General Counsel at Platinum Equity
Industry Investment Management
Experience
Platinum Equity December 2014 - Present
Sklar Kirsh LLP July 2012 - November 2014
Loyola Law School January 2014 - May 2014
Proskauer Rose LLP October 2011 - July 2012
Oaktree Capital Management September 2007 - September 2011
Gibson, Dunn & Crutcher LLP October 2000 - August 2007
Skills
Private Equity, Corporate Governance, Venture Capital, Joint Ventures, Securities, Hedge Funds, Start-ups, Securities Regulation, Private Placements, Investment Management, Corporate Law, SEC filings, Real Estate, IPO, Cross-border..., Intellectual Property, Mergers & Acquisitions, Due Diligence
Education
Loyola Law School, Loyola Marymount University 1997 — 2000
JD, Law, magna cum laude; Order of the Coif
California State University-Northridge 1990 — 1996
B.S., Business Administration - Finance
Platinum Equity December 2014 - Present
Sklar Kirsh LLP July 2012 - November 2014
Loyola Law School January 2014 - May 2014
Proskauer Rose LLP October 2011 - July 2012
Oaktree Capital Management September 2007 - September 2011
Gibson, Dunn & Crutcher LLP October 2000 - August 2007
Skills
Private Equity, Corporate Governance, Venture Capital, Joint Ventures, Securities, Hedge Funds, Start-ups, Securities Regulation, Private Placements, Investment Management, Corporate Law, SEC filings, Real Estate, IPO, Cross-border..., Intellectual Property, Mergers & Acquisitions, Due Diligence
Education
Loyola Law School, Loyola Marymount University 1997 — 2000
JD, Law, magna cum laude; Order of the Coif
California State University-Northridge 1990 — 1996
B.S., Business Administration - Finance
Victoria Park's Oaktree Capital Management Experience
Job Vice President of Operations at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management
Skills
Portfolio Management, Asset Management, Alternative Investments, Investment Banking, Equities, Fixed Income, Hedge Funds, Risk Management, Investments
Education
California State University-Northridge
Bachelor of Business Administration (B.B.A.), Finance
Oaktree Capital Management
Skills
Portfolio Management, Asset Management, Alternative Investments, Investment Banking, Equities, Fixed Income, Hedge Funds, Risk Management, Investments
Education
California State University-Northridge
Bachelor of Business Administration (B.B.A.), Finance
Wen Yao, CFA's Oaktree Capital Management Experience June 2009 - December 2009
Job Associate at J.P. Morgan High Yield Credit Research
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
J.P. Morgan April 2013 - March 2015
J.P. Morgan June 2010 - March 2013
Oaktree Capital Management June 2009 - December 2009
Skills
Capital Markets, Securitization, Financial Modeling, Private Equity, Hedge Funds, Credit Analysis, Credit, Valuation, Asset Based Lending, REIT, CDS, MBS, CDO, Credit Risk, Investment Banking, Fixed Income, Term Loan, Repo Financing, Leverage Buy Out, BDC, Bloomberg, Equity Research, Equity Derivatives, Equities, Residential Mortgages, CFA all levels passed, Agency MBS, CMBS, ABS, CLO, RMBS, Banking analysis, High Yield Bonds
Education
New York University 2008 — 2010
Master of Arts (M.A.), Economics
Beijing Jiaotong University 2004 — 2008
Bachelor of Arts (B.A.), Economics
J.P. Morgan April 2015 - Present
J.P. Morgan April 2013 - March 2015
J.P. Morgan June 2010 - March 2013
Oaktree Capital Management June 2009 - December 2009
Skills
Capital Markets, Securitization, Financial Modeling, Private Equity, Hedge Funds, Credit Analysis, Credit, Valuation, Asset Based Lending, REIT, CDS, MBS, CDO, Credit Risk, Investment Banking, Fixed Income, Term Loan, Repo Financing, Leverage Buy Out, BDC, Bloomberg, Equity Research, Equity Derivatives, Equities, Residential Mortgages, CFA all levels passed, Agency MBS, CMBS, ABS, CLO, RMBS, Banking analysis, High Yield Bonds
Education
New York University 2008 — 2010
Master of Arts (M.A.), Economics
Beijing Jiaotong University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Maximilian Mancini's Oaktree Capital Management Experience November 2014 - April 2015
Job Investment Banking Summer Analyst at Lazard
Industry
Experience
Lazard June 2015 - August 2015
Oaktree Capital Management November 2014 - April 2015
Club Med July 2014 - August 2014
Dufour Yachts May 2013 - July 2013
Velamare Club June 2010 - July 2012
Skills
Spanish, Qualitative Research
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Arts (B.A.), Economics Philosophy Joint Major
University of Oxford 2014 — 2015
Bachelor of Arts (B.A.), Philosophy, Politics and Economics
Sir James Henderson British School of Milan 1999 — 2012
International Baccalaureate (IB), 41/45
Lazard June 2015 - August 2015
Oaktree Capital Management November 2014 - April 2015
Club Med July 2014 - August 2014
Dufour Yachts May 2013 - July 2013
Velamare Club June 2010 - July 2012
Skills
Spanish, Qualitative Research
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Arts (B.A.), Economics Philosophy Joint Major
University of Oxford 2014 — 2015
Bachelor of Arts (B.A.), Philosophy, Politics and Economics
Sir James Henderson British School of Milan 1999 — 2012
International Baccalaureate (IB), 41/45
Joseph Ravi Sundararajan's Oaktree Capital Management Experience June 2002 - Present
Job Senior Application Developer
Industry Information Technology and Services
Experience
Oaktree Capital Management June 2002 - Present
Applied Insights, LLC January 2001 - Present
Walden International January 2001 - May 2002
Agent Bid March 2000 - December 2000
Skills
Programming, Software Development, Report Development, Business Intelligence, Crystal Reports, Microsoft SQL Server, SQL, .NET, Visual Basic, C#, LINQ, Visual Studio, TFS, T-SQL, Stored Procedures, SSRS, SSIS, MS Access, Microsoft Excel, Client-server..., Asset Management, Financial Services, Investment Management, Options, Securities, Fixed Income, Equities, Investments, Derivatives, Finance, Trading, Design, Analysis, SDLC, Report Developer, Application Developer
Education
Bangalore University
Bachelor of Engineering (B.E.), Computer Science
Oaktree Capital Management June 2002 - Present
Applied Insights, LLC January 2001 - Present
Walden International January 2001 - May 2002
Agent Bid March 2000 - December 2000
Skills
Programming, Software Development, Report Development, Business Intelligence, Crystal Reports, Microsoft SQL Server, SQL, .NET, Visual Basic, C#, LINQ, Visual Studio, TFS, T-SQL, Stored Procedures, SSRS, SSIS, MS Access, Microsoft Excel, Client-server..., Asset Management, Financial Services, Investment Management, Options, Securities, Fixed Income, Equities, Investments, Derivatives, Finance, Trading, Design, Analysis, SDLC, Report Developer, Application Developer
Education
Bangalore University
Bachelor of Engineering (B.E.), Computer Science
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management