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
Iveria (Chiu) Judge Iveria (Chiu) Judge's Oaktree Capital Management Experience September 2014 - Present
Job AVP at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management September 2014 - Present
BNY Mellon January 2001 - August 2014
The TCW Group July 1999 - December 2000
Education
University of California, Riverside 1993 — 1997
Bachelor's Degree, Business Administration and Management, General
Oaktree Capital Management September 2014 - Present
BNY Mellon January 2001 - August 2014
The TCW Group July 1999 - December 2000
Education
University of California, Riverside 1993 — 1997
Bachelor's Degree, Business Administration and Management, General
Wesley Matsumoto Wesley Matsumoto's Oaktree Capital Management Experience August 2013 - Present
Job Senior Program Analyst at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management August 2013 - Present
Green Dot Corporation October 2011 - August 2013
Green Dot Corporation January 2010 - August 2011
Deloitte August 2007 - May 2009
BearingPoint May 2006 - August 2006
Indymac Bank May 2005 - August 2005
Skills
Risk Management, Analysis, Internal Audit, Process Improvement, Business Analysis, Financial Analysis, Microsoft Office, Leadership, Project Management, Finance
Education
University of Southern California 2005 — 2007
Business, Finance
Oaktree Capital Management August 2013 - Present
Green Dot Corporation October 2011 - August 2013
Green Dot Corporation January 2010 - August 2011
Deloitte August 2007 - May 2009
BearingPoint May 2006 - August 2006
Indymac Bank May 2005 - August 2005
Skills
Risk Management, Analysis, Internal Audit, Process Improvement, Business Analysis, Financial Analysis, Microsoft Office, Leadership, Project Management, Finance
Education
University of Southern California 2005 — 2007
Business, Finance
Bryan Lalezarian Bryan Lalezarian's Oaktree Capital Management Experience August 2007 - June 2010
Job CEO at MeUndies
Industry Apparel & Fashion
Experience
MeUndies February 2013 - Present
Highside Capital Management June 2011 - August 2011
Oaktree Capital Management August 2007 - June 2010
UBS Investment Bank July 2005 - June 2007
Wells Fargo May 2004 - August 2004
Goldman Properties September 2002 - April 2004
Merrill Lynch May 2002 - August 2002
Skills
Private Equity, Investments, Venture Capital, Equities, Valuation, Mergers & Acquisitions, Financial Modeling, Real Estate, Emerging Markets, E-commerce, Due Diligence, Corporate Development, Mutual Funds, Investment Management, Leveraged Finance, Web Development, Enterprise Software, Hedge Funds, LBO, Ruby on Rails
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Management
University of Pennsylvania - The Wharton School 2001 — 2005
BS in Economics, Real Estate, Management, Finance
MeUndies February 2013 - Present
Highside Capital Management June 2011 - August 2011
Oaktree Capital Management August 2007 - June 2010
UBS Investment Bank July 2005 - June 2007
Wells Fargo May 2004 - August 2004
Goldman Properties September 2002 - April 2004
Merrill Lynch May 2002 - August 2002
Skills
Private Equity, Investments, Venture Capital, Equities, Valuation, Mergers & Acquisitions, Financial Modeling, Real Estate, Emerging Markets, E-commerce, Due Diligence, Corporate Development, Mutual Funds, Investment Management, Leveraged Finance, Web Development, Enterprise Software, Hedge Funds, LBO, Ruby on Rails
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Management
University of Pennsylvania - The Wharton School 2001 — 2005
BS in Economics, Real Estate, Management, Finance
Alex Bratman's Oaktree Capital Management Experience May 2009 - August 2009
Job Corporate Development & Strategy at Warner Bros.
Industry Entertainment
Experience
Warner Bros. Entertainment Group of Companies August 2013 - Present
Credit Suisse July 2011 - June 2013
Credit Suisse June 2010 - August 2010
Oaktree Capital Management May 2009 - August 2009
Wharton Small Business Development Center May 2008 - August 2008
Apollo Interactive June 2003 - May 2007
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Due Diligence, Bloomberg, Financial Analysis, Mergers, Competitive Analysis, LBO, Business Strategy
Education
University of Pennsylvania - The Wharton School 2007 — 2010
B.S., Finance, Operations & Information Management
Warner Bros. Entertainment Group of Companies August 2013 - Present
Credit Suisse July 2011 - June 2013
Credit Suisse June 2010 - August 2010
Oaktree Capital Management May 2009 - August 2009
Wharton Small Business Development Center May 2008 - August 2008
Apollo Interactive June 2003 - May 2007
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Due Diligence, Bloomberg, Financial Analysis, Mergers, Competitive Analysis, LBO, Business Strategy
Education
University of Pennsylvania - The Wharton School 2007 — 2010
B.S., Finance, Operations & Information Management
Namrita Rai Namrita Rai's Oaktree Capital Management Experience August 2012 - July 2015
Job Investment Professional at Arrowpoint Partners
Industry Investment Banking
Experience
Arrowpoint Partners August 2015 - Present
Oaktree Capital Management August 2012 - July 2015
RBC Capital Markets 2009 - 2012
Lazard Asset Management 2008 - 2008
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Arrowpoint Partners August 2015 - Present
Oaktree Capital Management August 2012 - July 2015
RBC Capital Markets 2009 - 2012
Lazard Asset Management 2008 - 2008
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Christine Yue's Oaktree Capital Management Experience December 2009 - September 2011
Job Portfolio Management at TPG Capital
Industry Investment Management
Experience
TPG Capital July 2013 - Present
Salesforce.com November 2012 - June 2013
Salesforce.com September 2011 - October 2012
Oaktree Capital Management December 2009 - September 2011
PricewaterhouseCoopers July 2008 - December 2009
PricewaterhouseCoopers August 2006 - July 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Asset Managment, Business Planning, Strategic Planning, Start-ups, Asset Management, Accounting
Education
University of California, Los Angeles 2002 — 2006
B.A., Economics, Accounting
TPG Capital July 2013 - Present
Salesforce.com November 2012 - June 2013
Salesforce.com September 2011 - October 2012
Oaktree Capital Management December 2009 - September 2011
PricewaterhouseCoopers July 2008 - December 2009
PricewaterhouseCoopers August 2006 - July 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Asset Managment, Business Planning, Strategic Planning, Start-ups, Asset Management, Accounting
Education
University of California, Los Angeles 2002 — 2006
B.A., Economics, Accounting
Fame Sritrairatana Fame Sritrairatana's Oaktree Capital Management Experience July 2014 - Present
Job Senior Analyst at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management July 2014 - Present
KPMG US June 2010 - July 2014
KPMG Thailand November 2008 - May 2010
Citi September 2007 - June 2008
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Financial Reporting, IT Audit, Financial Analysis, US GAAP, Assurance, Accounting, External Audit, Big 4, Corporate Finance, Finance
Education
UCSD 2004 — 2008
Bachelor of Arts (B.A.), Economics
Oaktree Capital Management July 2014 - Present
KPMG US June 2010 - July 2014
KPMG Thailand November 2008 - May 2010
Citi September 2007 - June 2008
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Financial Reporting, IT Audit, Financial Analysis, US GAAP, Assurance, Accounting, External Audit, Big 4, Corporate Finance, Finance
Education
UCSD 2004 — 2008
Bachelor of Arts (B.A.), Economics
Phoebe Shieh Phoebe Shieh's Oaktree Capital Management Experience February 2013 - Present
Job Analyst at Oaktree Capital Management
Industry Management Consulting
Experience
Oaktree Capital Management February 2013 - Present
Arthur J. Gallagher & Co. June 2011 - February 2013
Society for Financial Awareness March 2011 - June 2011
UCSD Geisel Library January 2008 - January 2011
Camp Gilmore June 2007 - August 2010
Education
University of California, San Diego 2007 — 2011
Bachelor of Science, Mathematics
University of California, San Diego 2007 — 2011
Bachelor of Arts, United States History
Oaktree Capital Management February 2013 - Present
Arthur J. Gallagher & Co. June 2011 - February 2013
Society for Financial Awareness March 2011 - June 2011
UCSD Geisel Library January 2008 - January 2011
Camp Gilmore June 2007 - August 2010
Education
University of California, San Diego 2007 — 2011
Bachelor of Science, Mathematics
University of California, San Diego 2007 — 2011
Bachelor of Arts, United States History
Ani Ghazaryan Ani Ghazaryan's Oaktree Capital Management Experience December 2012 - January 2014
Job Senior Fund Accountant at Western Asset Management, Oaktree Capital
Industry Investment Management
Experience
Western Asset Management February 2014 - Present
Oaktree Capital Management December 2012 - January 2014
Western Asset Management September 2008 - November 2012
JPMorgan Chase 2007 - 2008
Skills
Muutal Funds, Hedge Funds, CPA Candidate, Fund Accounting, Valuation, Private Equity, Fund Of Funds, Bloomberg Terminal, Equities, Financial Services, Fund Administration, SEC filings, Derivatives, US GAAP, Financial Reporting, Accounting, Investment Management, Corporate Finance, Settlement, Securities, Account Reconciliation, Financial Analysis, Due Diligence, Bloomberg, Portfolio Management, Financial Modeling
Education
University of California, Los Angeles 2003 — 2007
Western Asset Management February 2014 - Present
Oaktree Capital Management December 2012 - January 2014
Western Asset Management September 2008 - November 2012
JPMorgan Chase 2007 - 2008
Skills
Muutal Funds, Hedge Funds, CPA Candidate, Fund Accounting, Valuation, Private Equity, Fund Of Funds, Bloomberg Terminal, Equities, Financial Services, Fund Administration, SEC filings, Derivatives, US GAAP, Financial Reporting, Accounting, Investment Management, Corporate Finance, Settlement, Securities, Account Reconciliation, Financial Analysis, Due Diligence, Bloomberg, Portfolio Management, Financial Modeling
Education
University of California, Los Angeles 2003 — 2007
Mary Claire Flanagan Mary Claire Flanagan's Oaktree Capital Management Experience April 2015 - Present
Job Analyst at Oaktree Capital Management
Industry Real Estate
Experience
Oaktree Capital Management April 2015 - Present
DTZ June 2014 - February 2015
Paul Hastings May 2013 - May 2014
USC Career Center January 2012 - May 2014
Paul Hastings May 2012 - August 2012
Vokshori Law Group August 2011 - December 2011
Skills
Social Networking, Social Media, Microsoft Excel, PowerPoint, Event Planning, Recruiting, Customer Service, Commercial Real Estate, Financial Analysis, Data Analysis
Education
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Oaktree Capital Management April 2015 - Present
DTZ June 2014 - February 2015
Paul Hastings May 2013 - May 2014
USC Career Center January 2012 - May 2014
Paul Hastings May 2012 - August 2012
Vokshori Law Group August 2011 - December 2011
Skills
Social Networking, Social Media, Microsoft Excel, PowerPoint, Event Planning, Recruiting, Customer Service, Commercial Real Estate, Financial Analysis, Data Analysis
Education
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Paul Boettcher, CPA Paul Boettcher, CPA's Oaktree Capital Management Experience August 2014 - Present
Job Senior Fund Accountant
Industry Accounting
Experience
Oaktree Capital Management August 2014 - Present
KPMG US (Rothstein Kass) November 2012 - July 2014
Knight and Company September 2011 - October 2012
Bank of America June 2010 - August 2011
H&R Block December 2009 - April 2010
Penske Truck Leasing March 2007 - January 2009
Skills
Quickbooks, Accounting, Tax, MS Office Suite, Bookkeeping, Tax Returns, CPA, Turbo Tax, Accounts Payable, General Ledger, Sales Tax, Accounts Receivable, Account Reconciliation, Financial Statements, GAAP, Auditing, Tax Preparation, US GAAP, Income Tax, Financial Accounting, Financial Reporting, ProSystem fx Tax, Spreadsheets, Fund Accounting, Journal Entries, Accruals, External Audit, Bank Reconciliation, Consolidation, Assurance, Financial Audits, Microsoft Excel, QuickBooks
Education
University of Oregon 2005 — 2010
B.S, Accounting
Oaktree Capital Management August 2014 - Present
KPMG US (Rothstein Kass) November 2012 - July 2014
Knight and Company September 2011 - October 2012
Bank of America June 2010 - August 2011
H&R Block December 2009 - April 2010
Penske Truck Leasing March 2007 - January 2009
Skills
Quickbooks, Accounting, Tax, MS Office Suite, Bookkeeping, Tax Returns, CPA, Turbo Tax, Accounts Payable, General Ledger, Sales Tax, Accounts Receivable, Account Reconciliation, Financial Statements, GAAP, Auditing, Tax Preparation, US GAAP, Income Tax, Financial Accounting, Financial Reporting, ProSystem fx Tax, Spreadsheets, Fund Accounting, Journal Entries, Accruals, External Audit, Bank Reconciliation, Consolidation, Assurance, Financial Audits, Microsoft Excel, QuickBooks
Education
University of Oregon 2005 — 2010
B.S, Accounting
Katherine Daly Katherine Daly's Oaktree Capital Management Experience March 2014 - Present
Job Senior Vice President at Oaktree Capital Management
Industry Investment Banking
Experience
Oaktree Capital Management March 2014 - Present
Goldman Sachs 2009 - Present
RBC Capital Markets 2001 - 2007
Education
Wharton School, University of Pennsylvania
Master of Business Administration (M.B.A.), Finance and Accounting
Yale University
Bachelor of Arts (B.A.)
Oaktree Capital Management March 2014 - Present
Goldman Sachs 2009 - Present
RBC Capital Markets 2001 - 2007
Education
Wharton School, University of Pennsylvania
Master of Business Administration (M.B.A.), Finance and Accounting
Yale University
Bachelor of Arts (B.A.)
Chelsea Dugas Chelsea Dugas's Oaktree Capital Management Experience April 2014 - Present
Job Fund Accountant for Oaktree Capital Management
Industry Accounting
Experience
Oaktree Capital Management April 2014 - Present
BlumShapiro August 2012 - Present
BlumShapiro June 2011 - August 2011
Education
The University of Connecticut 2012 — 2013
Master of Science (MS), Accounting
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Accounting
Oaktree Capital Management April 2014 - Present
BlumShapiro August 2012 - Present
BlumShapiro June 2011 - August 2011
Education
The University of Connecticut 2012 — 2013
Master of Science (MS), Accounting
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Accounting
Brent Tasugi's Oaktree Capital Management Experience August 2014 - Present
Job Senior Vice President at Oaktree Capital Management
Industry Venture Capital & Private Equity
Experience
Oaktree Capital Management August 2014 - Present
Highstar Capital November 2010 - August 2014
Aerostar Airport Holdings, LLC February 2013 - December 2013
Highstar Capital August 2008 - November 2010
The Carlyle Group July 2006 - July 2008
Morgan Stanley 2003 - 2006
Education
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics, Finance/Entrepreneurial Management
Harvard-Westlake School
Oaktree Capital Management August 2014 - Present
Highstar Capital November 2010 - August 2014
Aerostar Airport Holdings, LLC February 2013 - December 2013
Highstar Capital August 2008 - November 2010
The Carlyle Group July 2006 - July 2008
Morgan Stanley 2003 - 2006
Education
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics, Finance/Entrepreneurial Management
Harvard-Westlake School
Kelly Bohm Kelly Bohm's Oaktree Capital Management Experience January 2014 - Present
Job Administrator at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management January 2014 - Present
Beowulf Energy LLC July 2011 - January 2014
Sikorsky Aircraft August 2008 - June 2011
Skills
Executive..., Legal Assistance, Office Management, Process Improvement, Legal Documents, Data Management, Mergers & Acquisitions, Closings, Entity Framework, Entity Formations, Scheduling, Expense Reports, Drafting Correspondence, Document Drafting, Spreadsheets, Access, Visio, Process Scheduler, Outlook, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Aerospace, Program Management, Data Entry, Aircraft, Business Entity..., Document Review, Teamwork, Record Keeping, Personal Administration, ACE, Deal Closure, Telephone Reception, Government Filings, IRS problem resolution, FATCA, Business Process..., Analysis, Financial Services
Education
University of Rhode Island 2004 — 2008
BA, Psychology
Bunnell High School 2000 — 2004
Oaktree Capital Management January 2014 - Present
Beowulf Energy LLC July 2011 - January 2014
Sikorsky Aircraft August 2008 - June 2011
Skills
Executive..., Legal Assistance, Office Management, Process Improvement, Legal Documents, Data Management, Mergers & Acquisitions, Closings, Entity Framework, Entity Formations, Scheduling, Expense Reports, Drafting Correspondence, Document Drafting, Spreadsheets, Access, Visio, Process Scheduler, Outlook, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Aerospace, Program Management, Data Entry, Aircraft, Business Entity..., Document Review, Teamwork, Record Keeping, Personal Administration, ACE, Deal Closure, Telephone Reception, Government Filings, IRS problem resolution, FATCA, Business Process..., Analysis, Financial Services
Education
University of Rhode Island 2004 — 2008
BA, Psychology
Bunnell High School 2000 — 2004
Brian Erke Brian Erke's Oaktree Capital Management Experience 2007 - 2009
Job CEO, Cofounder at Gratafy
Industry Internet
Experience
Gratafy May 2011 - Present
Oaktree Capital Management 2007 - 2009
Downtown Magnets High School 2007 - 2009
Credit Suisse 2005 - 2007
Skills
Private Equity, Corporate Finance, LBO, Entrepreneurship, Financial Modeling, Valuation, Investment Banking, Venture Capital, Business Development, Start-ups, Mergers & Acquisitions, Due Diligence, Strategic Consulting, Strategy, Competitive Analysis, Corporate Development, Emerging Markets, Management Consulting, Analytics, Investments, Business Modeling, Business Strategy, Leveraged Finance, Strategic Partnerships, M&A experience, Market Analysis
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Masters, Business Administration; Strategic Management
University of Washington, Michael G. Foster School of Business 2001 — 2005
Bachelor of Arts, Business Administration; Finance
Gratafy May 2011 - Present
Oaktree Capital Management 2007 - 2009
Downtown Magnets High School 2007 - 2009
Credit Suisse 2005 - 2007
Skills
Private Equity, Corporate Finance, LBO, Entrepreneurship, Financial Modeling, Valuation, Investment Banking, Venture Capital, Business Development, Start-ups, Mergers & Acquisitions, Due Diligence, Strategic Consulting, Strategy, Competitive Analysis, Corporate Development, Emerging Markets, Management Consulting, Analytics, Investments, Business Modeling, Business Strategy, Leveraged Finance, Strategic Partnerships, M&A experience, Market Analysis
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Masters, Business Administration; Strategic Management
University of Washington, Michael G. Foster School of Business 2001 — 2005
Bachelor of Arts, Business Administration; Finance
Kevin Sariri Kevin Sariri's Oaktree Capital Management Experience December 2008 - July 2013
Job Business Development at FMI
Industry Electrical/Electronic Manufacturing
Experience
Frequency Management International January 2015 - Present
Oaktree Capital Management December 2008 - July 2013
Morgan Stanley August 2007 - August 2008
Skills
Farsi, Private Equity, Bloomberg, Hedge Funds, Alternative Investments, Investment Management, Fixed Income, Valuation, Equities, Financial Modeling, Asset Allocation, Asset Management, Bonds, Securities, Investments, Investment Strategies, High Yield, Portfolio Management, LBO, Equity Research, Investment Banking, Capital Markets, Emerging Markets, Leveraged Finance, Corporate Finance
Education
USC Marshall School of Business 2012 — 2014
Master of Business Administration (MBA)
USC 2003 — 2007
Bachelor of Science (B.S.), Business Administration - Finance & Marketing
Crespi
Crespi
Frequency Management International January 2015 - Present
Oaktree Capital Management December 2008 - July 2013
Morgan Stanley August 2007 - August 2008
Skills
Farsi, Private Equity, Bloomberg, Hedge Funds, Alternative Investments, Investment Management, Fixed Income, Valuation, Equities, Financial Modeling, Asset Allocation, Asset Management, Bonds, Securities, Investments, Investment Strategies, High Yield, Portfolio Management, LBO, Equity Research, Investment Banking, Capital Markets, Emerging Markets, Leveraged Finance, Corporate Finance
Education
USC Marshall School of Business 2012 — 2014
Master of Business Administration (MBA)
USC 2003 — 2007
Bachelor of Science (B.S.), Business Administration - Finance & Marketing
Crespi
Crespi
Danville Leadbetter's Oaktree Capital Management Experience January 2006 - February 2007
Job Founder/Principal at Spaulding Point Development, LLC.
Industry Real Estate
Experience
Spaulding Point Development, LLC. January 2015 - Present
BUILD LLC. August 2014 - Present
ST Residential November 2012 - July 2014
WCI Communities March 2007 - November 2012
WCI Communities September 2010 - June 2011
Oaktree Capital Management January 2006 - February 2007
US Army June 1995 - December 2005
James W. Sewall May 1998 - December 2001
Education
University of Maine
Bachelor of Science, Civil Engineering
Spaulding Point Development, LLC. January 2015 - Present
BUILD LLC. August 2014 - Present
ST Residential November 2012 - July 2014
WCI Communities March 2007 - November 2012
WCI Communities September 2010 - June 2011
Oaktree Capital Management January 2006 - February 2007
US Army June 1995 - December 2005
James W. Sewall May 1998 - December 2001
Education
University of Maine
Bachelor of Science, Civil Engineering
Fuchi Obioha, CPA's Oaktree Capital Management Experience September 2012 - Present
Job Tax Professional
Industry Accounting
Experience
Oaktree Capital Management September 2012 - Present
PricewaterhouseCoopers July 2010 - August 2012
Skills
Tax Compliance, Tax Research, Tax Accounting, Corporate Tax, GAAP, Income Tax, Tax, US GAAP
Education
USC 2009 — 2010
MS, Business Taxation
USC Marshall School of Business 2006 — 2009
BS, Accounting
Oaktree Capital Management September 2012 - Present
PricewaterhouseCoopers July 2010 - August 2012
Skills
Tax Compliance, Tax Research, Tax Accounting, Corporate Tax, GAAP, Income Tax, Tax, US GAAP
Education
USC 2009 — 2010
MS, Business Taxation
USC Marshall School of Business 2006 — 2009
BS, Accounting
Dong Su Eddie Han's Oaktree Capital Management Experience April 2014 - Present
Job Fund Accountant at Oaktree Capital Management
Industry Accounting
Experience
Oaktree Capital Management April 2014 - Present
BNY Mellon June 2012 - April 2014
CMM, LLP November 2010 - June 2012
J. Arthur Greenfield & Co. LLP January 2008 - November 2010
Skills
GAAP, Journal Entries, Bank Reconciliation, Tax Preparation, Accounting, General Ledger, Account Reconciliation, Tax Research, Quickbooks, Tax Returns, Reconciliation, Bookkeeping, Peachtree, Income Tax, Tax, Payroll Taxes, Corporate Tax, S Corporations, Partnership Taxation, Reconciliations, Tax Return Preparation, Audit, Simply Accounting, Tax Accounting, General Ledger..., Individual Taxation, Federal Tax
Education
University of California, Santa Barbara 2006 — 2008
BS, Business Economics w/ Emphasis in Accounting
Oaktree Capital Management April 2014 - Present
BNY Mellon June 2012 - April 2014
CMM, LLP November 2010 - June 2012
J. Arthur Greenfield & Co. LLP January 2008 - November 2010
Skills
GAAP, Journal Entries, Bank Reconciliation, Tax Preparation, Accounting, General Ledger, Account Reconciliation, Tax Research, Quickbooks, Tax Returns, Reconciliation, Bookkeeping, Peachtree, Income Tax, Tax, Payroll Taxes, Corporate Tax, S Corporations, Partnership Taxation, Reconciliations, Tax Return Preparation, Audit, Simply Accounting, Tax Accounting, General Ledger..., Individual Taxation, Federal Tax
Education
University of California, Santa Barbara 2006 — 2008
BS, Business Economics w/ Emphasis in Accounting
Janis Henneberg's Oaktree Capital Management Experience November 2009 - Present
Job Senior Vice President at Oaktree Capital Management
Industry Accounting
Experience
Oaktree Capital Management November 2009 - Present
KPMG July 2008 - November 2009
KPMG September 2007 - June 2008
KPMG Ireland July 2006 - September 2007
KPMG United Kingdom September 2005 - July 2006
Education
University of California, Los Angeles 1997 — 2001
Bachelor of Arts (B.A.), Business-Economics
Oaktree Capital Management November 2009 - Present
KPMG July 2008 - November 2009
KPMG September 2007 - June 2008
KPMG Ireland July 2006 - September 2007
KPMG United Kingdom September 2005 - July 2006
Education
University of California, Los Angeles 1997 — 2001
Bachelor of Arts (B.A.), Business-Economics
Vincent Cebula Vincent Cebula's Oaktree Capital Management Experience April 1994 - October 2007
Job Managing Partner
Industry Investment Management
Experience
Solace Capital Partners, LLC July 2013 - Present
Centerbridge Partners November 2012 - Present
Jefferies & Company November 2007 - July 2012
Oaktree Capital Management April 1994 - October 2007
Brooke Group Ltd. March 1990 - September 1993
Drexel Burnham Lambert January 1986 - February 1990
Skills
Private Equity, Distressed Debt, Corporate Governance, Investment Banking, Transportation, Energy, Aircraft Leasing, Portfolio Management, Business Strategy, Aerospace Industries, Capital Markets, Board of Director...
Education
Wharton School, University of Pennsylvania 1982 — 1985
Bachelor of Science Economics, Finance, Decision Sciences, Summa Cum Laude
Moorestown Friends School 1977 — 1982
Solace Capital Partners, LLC July 2013 - Present
Centerbridge Partners November 2012 - Present
Jefferies & Company November 2007 - July 2012
Oaktree Capital Management April 1994 - October 2007
Brooke Group Ltd. March 1990 - September 1993
Drexel Burnham Lambert January 1986 - February 1990
Skills
Private Equity, Distressed Debt, Corporate Governance, Investment Banking, Transportation, Energy, Aircraft Leasing, Portfolio Management, Business Strategy, Aerospace Industries, Capital Markets, Board of Director...
Education
Wharton School, University of Pennsylvania 1982 — 1985
Bachelor of Science Economics, Finance, Decision Sciences, Summa Cum Laude
Moorestown Friends School 1977 — 1982
Hans Weidman Hans Weidman's Oaktree Capital Management Experience June 2013 - Present
Job Analyst at Oaktree Capital Management, L.P.
Industry Marketing and Advertising
Experience
Oaktree Capital Management June 2013 - Present
Jules and Associates January 2013 - May 2013
Paul Hastings June 2012 - August 2012
Pico Shanghai Exhibition Services Co Ltd. June 2011 - August 2011
TravelAge West January 2010 - March 2010
Skills
Chinese, German, French, Microsoft Office 2007, Social Media, Internet Resources, Human Resources, Marketing, Salesforce.com, Sales, Financial Analysis, Financial Reporting
Education
UCLA 2009 — 2013
Bachelor of Arts (B.A.), English
Oaktree Capital Management June 2013 - Present
Jules and Associates January 2013 - May 2013
Paul Hastings June 2012 - August 2012
Pico Shanghai Exhibition Services Co Ltd. June 2011 - August 2011
TravelAge West January 2010 - March 2010
Skills
Chinese, German, French, Microsoft Office 2007, Social Media, Internet Resources, Human Resources, Marketing, Salesforce.com, Sales, Financial Analysis, Financial Reporting
Education
UCLA 2009 — 2013
Bachelor of Arts (B.A.), English
Maged Marcus Maged Marcus's Oaktree Capital Management Experience February 1999 - Present
Job VP of IT at Oaktree Capital Management, L.P.
Industry Financial Services
Experience
Oaktree Capital Management February 1999 - Present
Platinum Technology February 1995 - February 1999
Skills
Citrix, VMware, NetApp, Terminal Server, Help Desk Management, Desktop Management, License Management, Software Asset..., Barcode Scanning, Blackberry Enterprise..., Database Administration, Virtualization, High Availability, vCenter, P2V, Help Desk Support, IT Infrastructure..., Infrastructure..., CRM, Epiphany, IT Operations, IT Operations Management
Education
University of North Texas 1990 — 1993
BA, Computer Science
The American University in Cairo 1984 — 1988
Oaktree Capital Management February 1999 - Present
Platinum Technology February 1995 - February 1999
Skills
Citrix, VMware, NetApp, Terminal Server, Help Desk Management, Desktop Management, License Management, Software Asset..., Barcode Scanning, Blackberry Enterprise..., Database Administration, Virtualization, High Availability, vCenter, P2V, Help Desk Support, IT Infrastructure..., Infrastructure..., CRM, Epiphany, IT Operations, IT Operations Management
Education
University of North Texas 1990 — 1993
BA, Computer Science
The American University in Cairo 1984 — 1988
Lauren Gribble Lauren Gribble's Oaktree Capital Management Experience July 2014 - Present
Job Portfolio Analyst at Oaktree Capital Management
Industry Accounting
Experience
Oaktree Capital Management July 2014 - Present
Deloitte August 2012 - July 2014
Deloitte June 2011 - August 2011
RBC Capital Markets May 2010 - August 2010
Jacobs Engineering May 2009 - August 2009
Applied Cardiac Systems June 2007 - September 2007
Skills
OSHA Certified, IronCAD Modeling, External Audit, SEC filings, Financial Accounting, Auditing, Accounting, Financial Reporting, Microsoft Excel, Internal Controls, US GAAP, PowerPoint, Microsoft Word, GAAP, Financial Modeling
Education
University of Southern California 2008 — 2012
Bachelor of Science, Accounting
Oaktree Capital Management July 2014 - Present
Deloitte August 2012 - July 2014
Deloitte June 2011 - August 2011
RBC Capital Markets May 2010 - August 2010
Jacobs Engineering May 2009 - August 2009
Applied Cardiac Systems June 2007 - September 2007
Skills
OSHA Certified, IronCAD Modeling, External Audit, SEC filings, Financial Accounting, Auditing, Accounting, Financial Reporting, Microsoft Excel, Internal Controls, US GAAP, PowerPoint, Microsoft Word, GAAP, Financial Modeling
Education
University of Southern California 2008 — 2012
Bachelor of Science, Accounting
Cynthia Rocco Cynthia Rocco's Oaktree Capital Management Experience April 2003 - Present
Job Senior Vice President at Oaktree Capital Management, L.P.
Industry Investment Management
Experience
Oaktree Capital Management April 2003 - Present
Korn/Ferry Futurestep 1999 - 2003
Maxim Group/Aerotek 1998 - 1999
Skills
Recruiting, Management, Talent Acquisition, Leadership, Asset Management, Talent Management, Strategy, Investments, Mergers & Acquisitions, Onboarding
Education
University of Michigan
B.A., Organizational Studies
Oaktree Capital Management April 2003 - Present
Korn/Ferry Futurestep 1999 - 2003
Maxim Group/Aerotek 1998 - 1999
Skills
Recruiting, Management, Talent Acquisition, Leadership, Asset Management, Talent Management, Strategy, Investments, Mergers & Acquisitions, Onboarding
Education
University of Michigan
B.A., Organizational Studies
Madeleine Horton Madeleine Horton's Oaktree Capital Management Experience December 2002 - Present
Job Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management December 2002 - Present
The Hollywood Bowl 1996 - 2002
Education
University of California, Riverside 1998 — 2002
BA, English Literature
Oaktree Capital Management December 2002 - Present
The Hollywood Bowl 1996 - 2002
Education
University of California, Riverside 1998 — 2002
BA, English Literature
Phil Nguyen Phil Nguyen's Oaktree Capital Management Experience August 2012 - July 2014
Job Finance & Startup Person
Industry Internet
Experience
Vettery March 2015 - Present
The Daily Water Cooler July 2013 - Present
Oaktree Capital Management August 2012 - July 2014
Lazard Freres & Co. June 2010 - June 2012
Skills
Investments, Investment Banking, Mergers & Acquisitions, Strategy, Financial Modeling, Start-ups, Restructuring, Adobe Creative Suite, Ruby on Rails, Financial Analysis, Microsoft Excel, HTML, CSS, JavaScript, Mutual Funds, Securities, Finance, Trading, Fixed Income, Newsletters, Start-up Ventures, Equities, Valuation, Due Diligence, Microsoft Office, Corporate Finance
Education
University of Illinois at Urbana-Champaign 2006 — 2010
BS, Finance, Accountancy
Vettery March 2015 - Present
The Daily Water Cooler July 2013 - Present
Oaktree Capital Management August 2012 - July 2014
Lazard Freres & Co. June 2010 - June 2012
Skills
Investments, Investment Banking, Mergers & Acquisitions, Strategy, Financial Modeling, Start-ups, Restructuring, Adobe Creative Suite, Ruby on Rails, Financial Analysis, Microsoft Excel, HTML, CSS, JavaScript, Mutual Funds, Securities, Finance, Trading, Fixed Income, Newsletters, Start-up Ventures, Equities, Valuation, Due Diligence, Microsoft Office, Corporate Finance
Education
University of Illinois at Urbana-Champaign 2006 — 2010
BS, Finance, Accountancy
Carl Press Carl Press's Oaktree Capital Management Experience August 2009 - July 2011
Job Vice President at Thoma Bravo
Industry Venture Capital & Private Equity
Experience
Thoma Bravo May 2015 - Present
Load DynamiX September 2014 - May 2015
HighBar Partners August 2013 - May 2015
Addepar May 2012 - August 2012
Oaktree Capital Management August 2009 - July 2011
UBS Investment Bank July 2007 - May 2009
Deutsche Bank June 2006 - August 2006
Analog Devices May 2005 - August 2005
Motorola Solutions May 2004 - August 2004
Skills
Private Equity, Technology, Corporate Finance, Financial Modeling, Leveraged Finance, Distressed Debt, Due Diligence, Business Development, Special Situations..., Debt Restructuring, Financial Technology, Investment Banking, M&A experience, Strategy, Venture Capital, Valuation, Start-ups, Emerging Markets, LBO, Mergers & Acquisitions, Capital Markets, Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Equities, DCF
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
University of Illinois at Urbana-Champaign 2003 — 2007
BS, Electrical Engineering
Thoma Bravo May 2015 - Present
Load DynamiX September 2014 - May 2015
HighBar Partners August 2013 - May 2015
Addepar May 2012 - August 2012
Oaktree Capital Management August 2009 - July 2011
UBS Investment Bank July 2007 - May 2009
Deutsche Bank June 2006 - August 2006
Analog Devices May 2005 - August 2005
Motorola Solutions May 2004 - August 2004
Skills
Private Equity, Technology, Corporate Finance, Financial Modeling, Leveraged Finance, Distressed Debt, Due Diligence, Business Development, Special Situations..., Debt Restructuring, Financial Technology, Investment Banking, M&A experience, Strategy, Venture Capital, Valuation, Start-ups, Emerging Markets, LBO, Mergers & Acquisitions, Capital Markets, Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Equities, DCF
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
University of Illinois at Urbana-Champaign 2003 — 2007
BS, Electrical Engineering
Sean Armstrong, CFA Sean Armstrong, CFA's Oaktree Capital Management Experience 1995 - 2005
Job Principal at Westport Capital Partners LLC
Industry Investment Management
Experience
Westport Capital Partners LLC January 2006 - Present
Oaktree Capital Management 1995 - 2005
The TCW Group 1992 - 1994
Education
University of Southern California
Master of Business Administration (MBA), Finance, General
Westport Capital Partners LLC January 2006 - Present
Oaktree Capital Management 1995 - 2005
The TCW Group 1992 - 1994
Education
University of Southern California
Master of Business Administration (MBA), Finance, General
Danielle Bower Danielle Bower's Oaktree Capital Management Experience February 2011 - Present
Job Client Relations at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management February 2011 - Present
CB Richard Ellis June 2009 - November 2010
CB Richard Ellis June 2007 - April 2009
Anderson Group PR January 2007 - May 2007
Skills
Communication Skills, Interpersonal..., Relationship Management, Building Relationships, Project Management, Cross-functional Team..., Event Management, Teamwork, Leadership, Property, Management, Recruiting, Time Management, Financial Services, Training, Administrative..., Data Analysis, Vendor Management, Strategic Planning, Negotiation, Marketing, Public Speaking, Fundraising, Team Leadership, Insurance, Financial Modeling, Account Management, Market Research, Valuation, Outlook, CRM, Finance, Human Resources, Lead Generation, Real Estate, Asset Management, Budgets, Marketing Strategy, Social Networking, Event Planning, Analysis, Business Development, Communication
Education
University of Southern California 2004 — 2007
BA, Psychology, Communication, English, Conflict Communications, Sociology
Oaktree Capital Management February 2011 - Present
CB Richard Ellis June 2009 - November 2010
CB Richard Ellis June 2007 - April 2009
Anderson Group PR January 2007 - May 2007
Skills
Communication Skills, Interpersonal..., Relationship Management, Building Relationships, Project Management, Cross-functional Team..., Event Management, Teamwork, Leadership, Property, Management, Recruiting, Time Management, Financial Services, Training, Administrative..., Data Analysis, Vendor Management, Strategic Planning, Negotiation, Marketing, Public Speaking, Fundraising, Team Leadership, Insurance, Financial Modeling, Account Management, Market Research, Valuation, Outlook, CRM, Finance, Human Resources, Lead Generation, Real Estate, Asset Management, Budgets, Marketing Strategy, Social Networking, Event Planning, Analysis, Business Development, Communication
Education
University of Southern California 2004 — 2007
BA, Psychology, Communication, English, Conflict Communications, Sociology
Yilin Wang, CPA Yilin Wang, CPA's Oaktree Capital Management Experience September 2013 - Present
Job Accounting, Asset Management
Industry Financial Services
Experience
Oaktree Capital Management September 2013 - Present
PricewaterhouseCoopers January 2012 - September 2013
Hudson Financial Advisory Partners September 2010 - December 2010
Skills
Valuation, US GAAP, Accounting, Auditing, Corporate Finance, Financial Analysis, Econometrics, Economics, Due Diligence
Education
University of Southern California 2009 — 2011
Master, Mathematical Finance
University of Illinois at Chicago 2008 — 2009
Master, Economics
Oaktree Capital Management September 2013 - Present
PricewaterhouseCoopers January 2012 - September 2013
Hudson Financial Advisory Partners September 2010 - December 2010
Skills
Valuation, US GAAP, Accounting, Auditing, Corporate Finance, Financial Analysis, Econometrics, Economics, Due Diligence
Education
University of Southern California 2009 — 2011
Master, Mathematical Finance
University of Illinois at Chicago 2008 — 2009
Master, Economics
Maria Christina Mesa's Oaktree Capital Management Experience May 2013 - Present
Job Accounting Manager at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management, L.P. July 2015 - Present
Oaktree Capital Management May 2013 - Present
Capital Guardian Trust Company June 2009 - May 2013
Capital Guardian Trust Company May 2007 - June 2009
Capital Guardian Trust Company May 2006 - April 2007
Capital Guardian Trust Company May 2005 - May 2006
Capital Group March 2004 - April 2005
Wells Fargo August 2002 - February 2004
Skills
Corporate Actions, Fund Accounting, Fixed Income, Time Management, Timely Decision Making, Vlookup, Lotus Notes, Cash Management, Bank Reconciliation, Bloomberg, Equities, Financial Statements, Account Reconciliation, Accounting, Mutual Funds, Accruals, Pivot Tables, Analysis, Finance, Microsoft Excel, Financial Reporting
Education
University of California, Riverside 1999 — 2003
Bachelor's degree, Business Administration
Oaktree Capital Management, L.P. July 2015 - Present
Oaktree Capital Management May 2013 - Present
Capital Guardian Trust Company June 2009 - May 2013
Capital Guardian Trust Company May 2007 - June 2009
Capital Guardian Trust Company May 2006 - April 2007
Capital Guardian Trust Company May 2005 - May 2006
Capital Group March 2004 - April 2005
Wells Fargo August 2002 - February 2004
Skills
Corporate Actions, Fund Accounting, Fixed Income, Time Management, Timely Decision Making, Vlookup, Lotus Notes, Cash Management, Bank Reconciliation, Bloomberg, Equities, Financial Statements, Account Reconciliation, Accounting, Mutual Funds, Accruals, Pivot Tables, Analysis, Finance, Microsoft Excel, Financial Reporting
Education
University of California, Riverside 1999 — 2003
Bachelor's degree, Business Administration
Jeanine Thomson Jeanine Thomson's Oaktree Capital Management Experience March 2005 - Present
Job Managing Director at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management March 2005 - Present
Merrill Lynch April 1999 - February 2005
Bankers Trust January 1998 - March 1999
Skills
Equities, Portfolio Management, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Asset Managment, Investments
Education
University of Otago 1994 — 1997
BCom (Hons), Finance, Accounting
Oaktree Capital Management March 2005 - Present
Merrill Lynch April 1999 - February 2005
Bankers Trust January 1998 - March 1999
Skills
Equities, Portfolio Management, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Asset Managment, Investments
Education
University of Otago 1994 — 1997
BCom (Hons), Finance, Accounting
Megan (Goodchild) Cernoch Megan (Goodchild) Cernoch's Oaktree Capital Management Experience December 2012 - Present
Job Analyst, Client Relations
Industry Investment Management
Experience
Oaktree Capital Management December 2012 - Present
Professional Business Bank October 2010 - February 2012
CBRE Global Investors September 2006 - October 2010
GIC Real Estate June 2005 - September 2006
Education
University of California, Los Angeles 1999 — 2001
Bachelor of Arts (B.A.), English Literature
Oaktree Capital Management December 2012 - Present
Professional Business Bank October 2010 - February 2012
CBRE Global Investors September 2006 - October 2010
GIC Real Estate June 2005 - September 2006
Education
University of California, Los Angeles 1999 — 2001
Bachelor of Arts (B.A.), English Literature
Shahab Rashid's Oaktree Capital Management Experience September 2004 - Present
Job Managing Director at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management September 2004 - Present
Citigroup 2002 - 2004
Skills
Investments, Private Equity, Valuation, Financial Modeling, Due Diligence, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor of Science (B.S.), Finance
Oaktree Capital Management September 2004 - Present
Citigroup 2002 - 2004
Skills
Investments, Private Equity, Valuation, Financial Modeling, Due Diligence, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor of Science (B.S.), Finance
Kevin Burnett Kevin Burnett's Oaktree Capital Management Experience January 2015 - Present
Job Senior Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management January 2015 - Present
Oaktree Capital Management December 2008 - December 2014
State Street November 2001 - December 2008
PanAgora Asset Management 1999 - 2001
Skills
Equities, Derivatives, Process Improvement, Operations Management, Lean Six Sigma, Project Management, VBA, SQL, Data Analysis, Statistical Data..., Minitab, KPI Reports, KPI Implementation, KPI Dashboards, Cost Planning, Forecasting, Settlement Services, SWIFT Messaging, CTM, Omgeo Oasys, High Yield Bonds, Convertible Bonds
Education
University of Oregon 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Los Alamitos High School 1989 — 1993
Oaktree Capital Management January 2015 - Present
Oaktree Capital Management December 2008 - December 2014
State Street November 2001 - December 2008
PanAgora Asset Management 1999 - 2001
Skills
Equities, Derivatives, Process Improvement, Operations Management, Lean Six Sigma, Project Management, VBA, SQL, Data Analysis, Statistical Data..., Minitab, KPI Reports, KPI Implementation, KPI Dashboards, Cost Planning, Forecasting, Settlement Services, SWIFT Messaging, CTM, Omgeo Oasys, High Yield Bonds, Convertible Bonds
Education
University of Oregon 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Los Alamitos High School 1989 — 1993
Chase Taylor Chase Taylor's Oaktree Capital Management Experience January 2014 - February 2014
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Deutsch 2014 - Present
Oaktree Capital Management January 2014 - February 2014
Education
University of Colorado Boulder 2009 — 2013
Bachelor of Arts (B.A.), Geology/Earth Science, General
University of California, Los Angeles 2013 — 2013
Geochemistry
Deutsch 2014 - Present
Oaktree Capital Management January 2014 - February 2014
Education
University of Colorado Boulder 2009 — 2013
Bachelor of Arts (B.A.), Geology/Earth Science, General
University of California, Los Angeles 2013 — 2013
Geochemistry
Atif Chaudhry's Oaktree Capital Management Experience August 2010 - Present
Job Senior Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management August 2010 - Present
Capital Group May 2009 - September 2009
Oaktree Capital Management August 2005 - June 2008
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
University of Southern California 1998 — 2002
Oaktree Capital Management August 2010 - Present
Capital Group May 2009 - September 2009
Oaktree Capital Management August 2005 - June 2008
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
University of Southern California 1998 — 2002
Frederic Bonnet's Oaktree Capital Management Experience August 2014 - Present
Job Vice President at Oaktree Capital Management
Industry Accounting
Experience
Oaktree Capital Management August 2014 - Present
Deloitte Tax LLP January 2004 - August 2014
Skills
Tax, Private Equity, International Tax, Due Diligence, Tax Advisory, CPA, Hedge Funds, Financial Modeling, Financial Structuring, Venture Capital, Restructuring, Partnership Taxation, Asset Management..., M&A Transaction Services
Education
Certified Public Accountant
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics with Accounting Emphasis
Oaktree Capital Management August 2014 - Present
Deloitte Tax LLP January 2004 - August 2014
Skills
Tax, Private Equity, International Tax, Due Diligence, Tax Advisory, CPA, Hedge Funds, Financial Modeling, Financial Structuring, Venture Capital, Restructuring, Partnership Taxation, Asset Management..., M&A Transaction Services
Education
Certified Public Accountant
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics with Accounting Emphasis
David Quick's Oaktree Capital Management Experience August 2004 - Present
Job Senior Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management August 2004 - Present
UBS Investment Bank 2002 - 2004
Education
University of Michigan 1998 — 2002
BBA
University of Michigan - Stephen M. Ross School of Business 1998 — 2002
Oaktree Capital Management August 2004 - Present
UBS Investment Bank 2002 - 2004
Education
University of Michigan 1998 — 2002
BBA
University of Michigan - Stephen M. Ross School of Business 1998 — 2002
Colby Durnin's Oaktree Capital Management Experience January 2001 - October 2005
Job Owner, sentinel development services
Industry Real Estate
Experience
sentinel development services May 2001 - Present
kahn capital management 2005 - 2007
Oaktree Capital Management January 2001 - October 2005
Aqua Farming International 1997 - 1998
Skills
Asset Managment, Due Diligence, Portfolio Management, Valuation, Financial Modeling, Investments, Real Estate, Land Acquisition, Financial Analysis, Entitlements, Construction, Finance, Real Estate Transactions, Investment Properties, Asset Management, Private Equity, Entrepreneurship, Strategic Planning, Mergers & Acquisitions, Real Estate Development, Real Estate Economics, Real Estate Financing
Education
University of Hawaii - Shidler College of Business 2003 — 2005
MBA, Finance
University of San Diego 1994 — 1997
BA, Strategic Management
chadwick 1986 — 1993
High School
international school of berne 1988 — 1990
High School
sentinel development services May 2001 - Present
kahn capital management 2005 - 2007
Oaktree Capital Management January 2001 - October 2005
Aqua Farming International 1997 - 1998
Skills
Asset Managment, Due Diligence, Portfolio Management, Valuation, Financial Modeling, Investments, Real Estate, Land Acquisition, Financial Analysis, Entitlements, Construction, Finance, Real Estate Transactions, Investment Properties, Asset Management, Private Equity, Entrepreneurship, Strategic Planning, Mergers & Acquisitions, Real Estate Development, Real Estate Economics, Real Estate Financing
Education
University of Hawaii - Shidler College of Business 2003 — 2005
MBA, Finance
University of San Diego 1994 — 1997
BA, Strategic Management
chadwick 1986 — 1993
High School
international school of berne 1988 — 1990
High School
Vince Gotanda, CFA's Oaktree Capital Management Experience March 2014 - Present
Job Senior Fund Accountant
Industry Investment Management
Experience
Oaktree Capital Management March 2014 - Present
Dimensional Fund Advisors September 2004 - April 2012
Mellon Financial Corporation May 2002 - September 2004
Skills
Investment Management, Fixed Income, Investments, Bloomberg, Investment Advisory, Equities, Financial Analysis, Institutional Sales, Securities, Portfolio Management, Asset Managment, Mutual Funds, Chartered Financial...
Education
University of California, Santa Barbara 1997 — 2001
BA, Business Economics; Accounting Emphasis
Oaktree Capital Management March 2014 - Present
Dimensional Fund Advisors September 2004 - April 2012
Mellon Financial Corporation May 2002 - September 2004
Skills
Investment Management, Fixed Income, Investments, Bloomberg, Investment Advisory, Equities, Financial Analysis, Institutional Sales, Securities, Portfolio Management, Asset Managment, Mutual Funds, Chartered Financial...
Education
University of California, Santa Barbara 1997 — 2001
BA, Business Economics; Accounting Emphasis
AJ Stahl's Oaktree Capital Management Experience August 2009 - September 2012
Job High Yield Credit Analyst at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management September 2012 - Present
Oaktree Capital Management August 2009 - September 2012
Houlihan Lokey Howard & Zukin July 2007 - June 2009
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Due Diligence, LBO, Bloomberg, Investments, Equities, Mergers & Acquisitions, Hedge Funds, Capital Markets, Financial Analysis, Venture Capital, Leveraged Finance
Education
University of California, Los Angeles 2003 — 2007
BA, Accounting and Political Science
Goldman Sachs Asset Management September 2012 - Present
Oaktree Capital Management August 2009 - September 2012
Houlihan Lokey Howard & Zukin July 2007 - June 2009
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Due Diligence, LBO, Bloomberg, Investments, Equities, Mergers & Acquisitions, Hedge Funds, Capital Markets, Financial Analysis, Venture Capital, Leveraged Finance
Education
University of California, Los Angeles 2003 — 2007
BA, Accounting and Political Science
Durga Kanumilli's Oaktree Capital Management Experience 2013 - Present
Job Vice President
Industry Capital Markets
Experience
Oaktree Capital Management 2013 - Present
S&P Capital IQ October 2011 - April 2013
The Vanguard Group May 2000 - October 2011
Skills
Business Analysis, Leadership, Equities, Vendor Management, IT Strategy, Risk Management, SDLC, Fixed Income, PMO, Process Improvement, Financial Services, IT Management, Agile Project Management, Trading Systems, Enterprise Architecture, Derivatives, Team Building, Cross-functional Team..., Software Project..., Requirements Analysis, ETFs, Asset Managment, Project Management, Mutual Funds, Portfolio Management, Program Management, Outsourcing, Business Process..., Requirements Gathering, Integration
Education
University of Pennsylvania 2007 — 2009
EMTM
Oaktree Capital Management 2013 - Present
S&P Capital IQ October 2011 - April 2013
The Vanguard Group May 2000 - October 2011
Skills
Business Analysis, Leadership, Equities, Vendor Management, IT Strategy, Risk Management, SDLC, Fixed Income, PMO, Process Improvement, Financial Services, IT Management, Agile Project Management, Trading Systems, Enterprise Architecture, Derivatives, Team Building, Cross-functional Team..., Software Project..., Requirements Analysis, ETFs, Asset Managment, Project Management, Mutual Funds, Portfolio Management, Program Management, Outsourcing, Business Process..., Requirements Gathering, Integration
Education
University of Pennsylvania 2007 — 2009
EMTM
Chris McKown's Oaktree Capital Management Experience May 2011 - Present
Job Vice President at Oaktree Capital Management
Industry Accounting
Experience
Oaktree Capital Management May 2011 - Present
KPMG July 2003 - May 2011
Education
University of California, Los Angeles 1999 — 2003
Oaktree Capital Management May 2011 - Present
KPMG July 2003 - May 2011
Education
University of California, Los Angeles 1999 — 2003
Claire Curran-Murphy's Oaktree Capital Management Experience September 2004 - December 2008
Job Marketing and Client Services at Colchester Global Investors Limited
Industry Financial Services
Experience
Colchester Global Investors Limited January 2014 - April 2014
Oaktree Capital Management, L.P. January 2009 - April 2013
Oaktree Capital Management September 2004 - December 2008
Oaktree Capital Management August 2000 - September 2004
Doyles Hotel Group January 2000 - June 2000
Skills
Alternative Investments, Series 7, Series 63, Series 31, Fixed Income, Asset Management, Equities, Private Equity
Education
University of Limerick 1999 — 2000
Graduate Diploma, Business Administration
University of Limerick 1995 — 1999
Bachelor of Arts (BA), Public Administration
Colchester Global Investors Limited January 2014 - April 2014
Oaktree Capital Management, L.P. January 2009 - April 2013
Oaktree Capital Management September 2004 - December 2008
Oaktree Capital Management August 2000 - September 2004
Doyles Hotel Group January 2000 - June 2000
Skills
Alternative Investments, Series 7, Series 63, Series 31, Fixed Income, Asset Management, Equities, Private Equity
Education
University of Limerick 1999 — 2000
Graduate Diploma, Business Administration
University of Limerick 1995 — 1999
Bachelor of Arts (BA), Public Administration
Adam Boyle, CFA's Oaktree Capital Management Experience July 2013 - Present
Job Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management July 2013 - Present
Merrill Lynch February 2012 - June 2013
Merrill Lynch July 2009 - January 2012
Skills
Leveraged Finance, Financial Modeling, Valuation, High Yield Bonds, Private Equity, Investment Banking, LBO, Distressed Debt
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BSBA, Finance, Chinese
Oaktree Capital Management July 2013 - Present
Merrill Lynch February 2012 - June 2013
Merrill Lynch July 2009 - January 2012
Skills
Leveraged Finance, Financial Modeling, Valuation, High Yield Bonds, Private Equity, Investment Banking, LBO, Distressed Debt
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BSBA, Finance, Chinese
Jamie Gowell's Oaktree Capital Management Experience March 2014 - Present
Job Vice President at Oaktree Capital Management
Industry Law Practice
Experience
Oaktree Capital Management March 2014 - Present
Gibson, Dunn & Crutcher LLP October 2007 - March 2014
Skills
Corporate Law, Corporate Governance, Securities Regulation, Mergers & Acquisitions
Education
University of Michigan Law School 2004 — 2007
J.D.
University of Michigan 1999 — 2003
BA, English, Spanish
Oaktree Capital Management March 2014 - Present
Gibson, Dunn & Crutcher LLP October 2007 - March 2014
Skills
Corporate Law, Corporate Governance, Securities Regulation, Mergers & Acquisitions
Education
University of Michigan Law School 2004 — 2007
J.D.
University of Michigan 1999 — 2003
BA, English, Spanish
Malia Aita's Oaktree Capital Management Experience February 2005 - Present
Job
Industry Financial Services
Experience
Oaktree Capital Management February 2005 - Present
Skills
Microsoft Office, Outlook, Microsoft Excel, Marketing, Event Planning, Event Management
Education
University of Hawaii - College of Business Administration 1995 — 1999
Bachelor of Business Administration (BBA), Marketing
Oaktree Capital Management February 2005 - Present
Skills
Microsoft Office, Outlook, Microsoft Excel, Marketing, Event Planning, Event Management
Education
University of Hawaii - College of Business Administration 1995 — 1999
Bachelor of Business Administration (BBA), Marketing
Teddy Martelli's Oaktree Capital Management Experience June 2014 - Present
Job Senior Fund Accountant at Oaktree Capital Management
Industry Accounting
Experience
Oaktree Capital Management June 2014 - Present
BNY Mellon May 2005 - May 2014
Education
UC Riverside 1997 — 2001
BS, Business
Oaktree Capital Management June 2014 - Present
BNY Mellon May 2005 - May 2014
Education
UC Riverside 1997 — 2001
BS, Business
Melissa S. Rhodes's Oaktree Capital Management Experience March 2015 - Present
Job Compliance Analyst at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management March 2015 - Present
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. Economics
Oaktree Capital Management March 2015 - Present
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. Economics
stacy ripley's Oaktree Capital Management Experience
Job Vice President at Oaktree Capital Management
Industry Marketing and Advertising
Experience
Oaktree Capital Management
Skills
Management, Strategic Planning, Marketing
Education
University of Southern California
Oaktree Capital Management
Skills
Management, Strategic Planning, Marketing
Education
University of Southern California
Diana Hsu's Oaktree Capital Management Experience September 2009 - Present
Job Valuation Analyst at Oaktree Capital Management
Industry Real Estate
Experience
Oaktree Capital Management September 2009 - Present
Joseph Blake and Associates 2005 - July 2009
Education
University of Pennsylvania 1999 — 2003
Bachelors, Biology
Oaktree Capital Management September 2009 - Present
Joseph Blake and Associates 2005 - July 2009
Education
University of Pennsylvania 1999 — 2003
Bachelors, Biology
Bryan Sather's Oaktree Capital Management Experience September 2014 - Present
Job Vice President at Oaktree Capital Management
Industry Real Estate
Experience
Oaktree Capital Management September 2014 - Present
Mesa West Capital 2010 - September 2014
Resource Land Holdings, LLC 2009 - 2010
Investcorp 2007 - 2008
Credit Suisse 2005 - 2007
Skills
Real Estate, Asset Management, Private Equity, Financial Modeling, Portfolio Management, Investment Banking, Capital Markets, Investments, Due Diligence, Valuation
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor's Degree, Finance, General, 3.4
Oaktree Capital Management September 2014 - Present
Mesa West Capital 2010 - September 2014
Resource Land Holdings, LLC 2009 - 2010
Investcorp 2007 - 2008
Credit Suisse 2005 - 2007
Skills
Real Estate, Asset Management, Private Equity, Financial Modeling, Portfolio Management, Investment Banking, Capital Markets, Investments, Due Diligence, Valuation
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor's Degree, Finance, General, 3.4
Randall Herrel, Jr.'s Oaktree Capital Management Experience January 2010 - May 2010
Job Senior Financial Analyst at Pharmavite
Industry Consumer Goods
Experience
Pharmavite June 2013 - Present
Kneon Inc. June 2012 - May 2013
Whirlpool Corporation May 2012 - August 2012
Kneon Inc. June 2010 - June 2012
Oaktree Capital Management January 2010 - May 2010
Santa Catalina Island Company September 2009 - January 2010
UBS July 2007 - April 2009
Roth Capital Partners May 2006 - August 2006
Roth Capital Partners June 2005 - July 2005
Ashworth Inc. July 2004 - July 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Business Strategy, Start-ups, Venture Capital, Private Equity, Analysis, Strategic Partnerships, Investment Banking, Corporate Development, Competitive Analysis, Strategic Financial..., Entrepreneurship, Finance, Emerging Markets, Mergers & Acquisitions, Analytics, Consulting, Management, Equity Research, Portfolio Management, Strategy, Cross-functional Team..., M&A experience, Strategic Consulting, Business Development, Financial Services, Asset Management, Business Valuation, Management Consulting, Forecasting, Market Research, Business Planning, Hedge Funds, Restructuring, Executive Management, Investments, Market Analysis, Risk Management, Capital Markets, Acquisition Integration, Bloomberg, LBO, Securities, Economics, Investor Relations, Equities
Education
University of Notre Dame 2011 — 2013
MBA, Business
University of Southern California - Marshall School of Business 2003 — 2007
Bachelors of Science, Business, Finance, Communications
Mater Dei High School 1999 — 2003
High School Diploma, 2003
Pharmavite June 2013 - Present
Kneon Inc. June 2012 - May 2013
Whirlpool Corporation May 2012 - August 2012
Kneon Inc. June 2010 - June 2012
Oaktree Capital Management January 2010 - May 2010
Santa Catalina Island Company September 2009 - January 2010
UBS July 2007 - April 2009
Roth Capital Partners May 2006 - August 2006
Roth Capital Partners June 2005 - July 2005
Ashworth Inc. July 2004 - July 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Business Strategy, Start-ups, Venture Capital, Private Equity, Analysis, Strategic Partnerships, Investment Banking, Corporate Development, Competitive Analysis, Strategic Financial..., Entrepreneurship, Finance, Emerging Markets, Mergers & Acquisitions, Analytics, Consulting, Management, Equity Research, Portfolio Management, Strategy, Cross-functional Team..., M&A experience, Strategic Consulting, Business Development, Financial Services, Asset Management, Business Valuation, Management Consulting, Forecasting, Market Research, Business Planning, Hedge Funds, Restructuring, Executive Management, Investments, Market Analysis, Risk Management, Capital Markets, Acquisition Integration, Bloomberg, LBO, Securities, Economics, Investor Relations, Equities
Education
University of Notre Dame 2011 — 2013
MBA, Business
University of Southern California - Marshall School of Business 2003 — 2007
Bachelors of Science, Business, Finance, Communications
Mater Dei High School 1999 — 2003
High School Diploma, 2003
Michelle Jaimes-Jimenez's Oaktree Capital Management Experience July 2014 - Present
Job Tax Manager at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management July 2014 - Present
Oaktree Capital Management June 2011 - June 2014
Oaktree Capital Management June 2008 - June 2011
Skills
Accounting, Financial Accounting, Financial Reporting, GAAP, SEC filings, Financial Analysis, Tax Research, Private Equity, Corporate Tax, Account Reconciliation
Education
UC Santa Cruz 1999 — 2003
Bachelor of Arts (B.A.), Business/Managerial Economics
Oaktree Capital Management July 2014 - Present
Oaktree Capital Management June 2011 - June 2014
Oaktree Capital Management June 2008 - June 2011
Skills
Accounting, Financial Accounting, Financial Reporting, GAAP, SEC filings, Financial Analysis, Tax Research, Private Equity, Corporate Tax, Account Reconciliation
Education
UC Santa Cruz 1999 — 2003
Bachelor of Arts (B.A.), Business/Managerial Economics
Cindy Ju's Oaktree Capital Management Experience July 2014 - Present
Job Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management July 2014 - Present
Houlihan Lokey July 2012 - July 2014
Piper Jaffray June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance and Operations & Information Management
Oaktree Capital Management July 2014 - Present
Houlihan Lokey July 2012 - July 2014
Piper Jaffray June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance and Operations & Information Management
Tae Hyun Lee's Oaktree Capital Management Experience September 2013 - March 2015
Job Senior Fund Accountant at Oaktree Capital Management
Industry Accounting
Experience
Colony Capital March 2015 - Present
Oaktree Capital Management September 2013 - March 2015
Ernst & Young September 2009 - September 2013
Department of Economics, University of California, Santa Barbara 2007 - 2009
Skills
Accounting, Auditing, SEC filings, US GAAP, Financial Reporting, Internal Controls, GAAP, External Audit, Sarbanes-Oxley Act, Assurance, Microsoft Excel, Financial Analysis, Internal Audit, Finance, Financial Accounting, Financial Statements, Financial Audits
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts (B.A.), Business Economics with Emphasis in Accounting
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts (B.A.), Global Studies
Colony Capital March 2015 - Present
Oaktree Capital Management September 2013 - March 2015
Ernst & Young September 2009 - September 2013
Department of Economics, University of California, Santa Barbara 2007 - 2009
Skills
Accounting, Auditing, SEC filings, US GAAP, Financial Reporting, Internal Controls, GAAP, External Audit, Sarbanes-Oxley Act, Assurance, Microsoft Excel, Financial Analysis, Internal Audit, Finance, Financial Accounting, Financial Statements, Financial Audits
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts (B.A.), Business Economics with Emphasis in Accounting
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts (B.A.), Global Studies
William Wang's Oaktree Capital Management Experience September 2013 - Present
Job Vice President, Oaktree Capital Management, L.P.
Industry Investment Management
Experience
Oaktree Capital Management September 2013 - Present
The Wharton School August 2011 - May 2013
D.E. Shaw & Co. (Asia Pacific) Limited 2012 - 2012
Oaktree Capital Management August 2008 - June 2011
Rothschild 2006 - 2008
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, Corporate Finance, Financial Analysis, LBO, Hedge Funds, Bloomberg, Capital IQ, DCF, Emerging Markets, Investments, Venture Capital
Education
Wharton Business School 2011 — 2013
MBA, Finance and Management
University of Virginia 2002 — 2006
Bachelor of Arts (BA), Economics
Oaktree Capital Management September 2013 - Present
The Wharton School August 2011 - May 2013
D.E. Shaw & Co. (Asia Pacific) Limited 2012 - 2012
Oaktree Capital Management August 2008 - June 2011
Rothschild 2006 - 2008
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, Corporate Finance, Financial Analysis, LBO, Hedge Funds, Bloomberg, Capital IQ, DCF, Emerging Markets, Investments, Venture Capital
Education
Wharton Business School 2011 — 2013
MBA, Finance and Management
University of Virginia 2002 — 2006
Bachelor of Arts (BA), Economics
Andy Fohrer's Oaktree Capital Management Experience August 2008 - June 2011
Job Vice President at Aurora Capital Group
Industry Investment Management
Experience
Aurora Capital Group October 2013 - Present
Oaktree Capital Management August 2008 - June 2011
J.P. Morgan June 2005 - June 2008
Skills
Investments, Financial Modeling
Education
The Wharton School, University of Pennsylvania 2011 — 2013
Master of Business Administration (MBA), Finance and Management
University of Southern California - Marshall School of Business 2001 — 2005
Bachelor of Science (BS), Business Administration
Aurora Capital Group October 2013 - Present
Oaktree Capital Management August 2008 - June 2011
J.P. Morgan June 2005 - June 2008
Skills
Investments, Financial Modeling
Education
The Wharton School, University of Pennsylvania 2011 — 2013
Master of Business Administration (MBA), Finance and Management
University of Southern California - Marshall School of Business 2001 — 2005
Bachelor of Science (BS), Business Administration
Jared Lazarus's Oaktree Capital Management Experience January 2011 - Present
Job Senior Vice President at Oaktree Capital Management
Industry Real Estate
Experience
Oaktree Capital Management January 2011 - Present
Canyon Capital August 2006 - January 2010
Credit Suisse July 2004 - July 2006
CIGNA May 2003 - August 2003
Skills
Real Estate Private..., Due Diligence, Capital Markets, Asset Management, Investments, Portfolio Management, Real Estate
Education
University of Pennsylvania 2000 — 2003
BA, Economics
Oaktree Capital Management January 2011 - Present
Canyon Capital August 2006 - January 2010
Credit Suisse July 2004 - July 2006
CIGNA May 2003 - August 2003
Skills
Real Estate Private..., Due Diligence, Capital Markets, Asset Management, Investments, Portfolio Management, Real Estate
Education
University of Pennsylvania 2000 — 2003
BA, Economics
Heecheol Pak's Oaktree Capital Management Experience July 2013 - Present
Job Associate at Oaktree Capital Management
Industry Venture Capital & Private Equity
Experience
Oaktree Capital Management July 2013 - Present
Bank of America Merrill Lynch March 2011 - June 2013
UNC Management Company June 2010 - August 2010
Morgan Stanley Private Equity Group July 2009 - August 2009
Skills
Financial Analysis, Bloomberg, Private Equity, Investment Banking, Series 7, Portfolio Management, Hedge Funds, Equity Research, Fixed Income, Financial Modeling, Corporate Finance, DCF, Equities, Capital Markets, Due Diligence, Asset Management, Valuation, Series 63, LBO, Investments, Bloomberg Terminal, Derivatives, Alternative Investments, Finance, Mergers & Acquisitions, Business Valuation, Investment Management, Structured Finance, Public Relations
Education
University of North Carolina at Chapel Hill 2003 — 2010
Bachelor of Arts (BA), Economics
Oaktree Capital Management July 2013 - Present
Bank of America Merrill Lynch March 2011 - June 2013
UNC Management Company June 2010 - August 2010
Morgan Stanley Private Equity Group July 2009 - August 2009
Skills
Financial Analysis, Bloomberg, Private Equity, Investment Banking, Series 7, Portfolio Management, Hedge Funds, Equity Research, Fixed Income, Financial Modeling, Corporate Finance, DCF, Equities, Capital Markets, Due Diligence, Asset Management, Valuation, Series 63, LBO, Investments, Bloomberg Terminal, Derivatives, Alternative Investments, Finance, Mergers & Acquisitions, Business Valuation, Investment Management, Structured Finance, Public Relations
Education
University of North Carolina at Chapel Hill 2003 — 2010
Bachelor of Arts (BA), Economics
Fatima Ejubovic's Oaktree Capital Management Experience May 2014 - Present
Job Internal Audit Analyst at Oaktree Capital Management
Industry Higher Education
Experience
Oaktree Capital Management May 2014 - Present
Guess? June 2011 - April 2014
Guess? June 2010 - May 2011
University of Southern California September 2007 - May 2011
Children Uniting Nations January 2009 - May 2010
Best Buddies International September 2008 - May 2010
Alternatives in Action, Project Youth View Film Festival August 2006 - May 2007
HOME Project June 2004 - May 2007
YWFC: Children's Health and Fitness June 2004 - June 2006
Young Women's Fitness Challenge September 2003 - June 2006
Skills
Spanish, PowerPoint, Non-profits, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Customer Service, Internal Audit, Editing, Fundraising, Social Networking, Nonprofits
Education
University of Southern California 2007 — 2011
BA, International Relations, Spanish
Instituto Internacional (USC Madrid) 2009 — 2009
BA, Spanish, International Relations
Oaktree Capital Management May 2014 - Present
Guess? June 2011 - April 2014
Guess? June 2010 - May 2011
University of Southern California September 2007 - May 2011
Children Uniting Nations January 2009 - May 2010
Best Buddies International September 2008 - May 2010
Alternatives in Action, Project Youth View Film Festival August 2006 - May 2007
HOME Project June 2004 - May 2007
YWFC: Children's Health and Fitness June 2004 - June 2006
Young Women's Fitness Challenge September 2003 - June 2006
Skills
Spanish, PowerPoint, Non-profits, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Customer Service, Internal Audit, Editing, Fundraising, Social Networking, Nonprofits
Education
University of Southern California 2007 — 2011
BA, International Relations, Spanish
Instituto Internacional (USC Madrid) 2009 — 2009
BA, Spanish, International Relations
Jackie Nooner's Oaktree Capital Management Experience January 2003 - March 2011
Job Analyst at Rimrock Capital Management
Industry Apparel & Fashion
Experience
Rimrock Capital Management February 2014 - Present
Kleiden drew November 2012 - Present
Oaktree Capital Management January 2003 - March 2011
Oaktree Capital Management May 1997 - December 2002
Kent Medical Center (MultiCare Health System) 1991 - 1996
Skills
Outlook, Investments, Portfolio Management, Securities, Hedge Funds, Bloomberg, Private Equity, Equities, Asset Managment, Due Diligence, PowerPoint, Project Management, Marketing, Microsoft Office, Investment Management, Fixed Income, Business Strategy, Event Management, Microsoft Excel, Alternative Investments, Securities Regulation, Management, Social Media, Corporate Finance, Investment Strategies, Presentation Development, Marketing Operations, Asset Management, Mergers & Acquisitions, Financial Analysis, Investor Relations, Entrepreneurship, Asset Allocation, Valuation, Capital Markets, Sales
Education
University of Southern California 1984 — 1989
B.S., Marketing
Burbank
Manual Arts High School
Rimrock Capital Management February 2014 - Present
Kleiden drew November 2012 - Present
Oaktree Capital Management January 2003 - March 2011
Oaktree Capital Management May 1997 - December 2002
Kent Medical Center (MultiCare Health System) 1991 - 1996
Skills
Outlook, Investments, Portfolio Management, Securities, Hedge Funds, Bloomberg, Private Equity, Equities, Asset Managment, Due Diligence, PowerPoint, Project Management, Marketing, Microsoft Office, Investment Management, Fixed Income, Business Strategy, Event Management, Microsoft Excel, Alternative Investments, Securities Regulation, Management, Social Media, Corporate Finance, Investment Strategies, Presentation Development, Marketing Operations, Asset Management, Mergers & Acquisitions, Financial Analysis, Investor Relations, Entrepreneurship, Asset Allocation, Valuation, Capital Markets, Sales
Education
University of Southern California 1984 — 1989
B.S., Marketing
Burbank
Manual Arts High School
Jodi Meadow's Oaktree Capital Management Experience August 2011 - Present
Job Assistant Vice President at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management August 2011 - Present
Goldman Sachs July 2005 - May 2011
Education
University of Michigan 2001 — 2005
BA, Organizational Studies, Spanish
Oaktree Capital Management August 2011 - Present
Goldman Sachs July 2005 - May 2011
Education
University of Michigan 2001 — 2005
BA, Organizational Studies, Spanish
Diana Mak's Oaktree Capital Management Experience July 2009 - Present
Job
Industry Accounting
Experience
Oaktree Capital Management July 2009 - Present
Deloitte September 2006 - July 2009
Education
University of California, Santa Barbara 2002 — 2006
Bachelor's degree, Business Economics with emphasis in Accounting
Oaktree Capital Management July 2009 - Present
Deloitte September 2006 - July 2009
Education
University of California, Santa Barbara 2002 — 2006
Bachelor's degree, Business Economics with emphasis in Accounting
Diana Hsu's Oaktree Capital Management Experience September 2009 - Present
Job Assistant Vice President at Oaktree Capital Management
Industry
Experience
Oaktree Capital Management September 2009 - Present
Joseph J. Blake and Associates, Inc. May 2005 - September 2009
Education
University of Pennsylvania 1999 — 2003
Bachelor's degree, Biology, General
Oaktree Capital Management September 2009 - Present
Joseph J. Blake and Associates, Inc. May 2005 - September 2009
Education
University of Pennsylvania 1999 — 2003
Bachelor's degree, Biology, General
Isaac Han's Oaktree Capital Management Experience November 2013 - January 2015
Job
Industry Financial Services
Experience
Oaktree Capital Management November 2013 - January 2015
BNY Mellon November 2012 - June 2013
Capital Guardian Trust Company November 2011 - October 2012
Canyon Capital LLC August 2010 - August 2011
Western Asset Management Company February 2010 - June 2010
Ares Management LLC April 2009 - October 2009
Wachovia Global Securities July 2006 - March 2009
Wells Fargo and Company April 2004 - April 2005
Skills
Fund Accounting, Trade Settlements, Operations, Bloomberg, Securities, Mutual Funds, Portfolio Management, Investments, Cash Management, Banking, Trading, Financial Markets, Pricing, Asset Setup, Data Integrity, Fixed Income, Bank Debt, Financial Statements
Education
University of California, San Diego 1999 — 2003
B.A, Economics
Oaktree Capital Management November 2013 - January 2015
BNY Mellon November 2012 - June 2013
Capital Guardian Trust Company November 2011 - October 2012
Canyon Capital LLC August 2010 - August 2011
Western Asset Management Company February 2010 - June 2010
Ares Management LLC April 2009 - October 2009
Wachovia Global Securities July 2006 - March 2009
Wells Fargo and Company April 2004 - April 2005
Skills
Fund Accounting, Trade Settlements, Operations, Bloomberg, Securities, Mutual Funds, Portfolio Management, Investments, Cash Management, Banking, Trading, Financial Markets, Pricing, Asset Setup, Data Integrity, Fixed Income, Bank Debt, Financial Statements
Education
University of California, San Diego 1999 — 2003
B.A, Economics
Alice Chu's Oaktree Capital Management Experience December 2013 - Present
Job Senior Fund Accountant at Oaktree Capital Management
Industry Accounting
Experience
Oaktree Capital Management December 2013 - Present
Ares Management July 2012 - November 2013
Szeto & Co. June 2011 - July 2012
Skills
Account Reconciliation, Accounting, Financial Accounting, Financial Reporting, General Ledger, Financial Statements, Bookkeeping, Fund Accounting, Bank Reconciliation, Journal Entries, Year-end Close, US GAAP
Education
University of California, San Diego 2009 — 2011
Bachelor's degree, Economics, 3.78
University of California, San Diego - The Rady School of Management 2009 — 2011
Minor, Accounting
Oaktree Capital Management December 2013 - Present
Ares Management July 2012 - November 2013
Szeto & Co. June 2011 - July 2012
Skills
Account Reconciliation, Accounting, Financial Accounting, Financial Reporting, General Ledger, Financial Statements, Bookkeeping, Fund Accounting, Bank Reconciliation, Journal Entries, Year-end Close, US GAAP
Education
University of California, San Diego 2009 — 2011
Bachelor's degree, Economics, 3.78
University of California, San Diego - The Rady School of Management 2009 — 2011
Minor, Accounting
Marco Adan's Oaktree Capital Management Experience Assistant Vice PresidentOaktree Capital Management, L.P.June 2006 - Present
Job Assistant Vice President at Oaktree Capital Management, L.P.
Industry Investment Management
Experience
Oaktree Capital Management Assistant Vice PresidentOaktree Capital Management, L.P.June 2006 - Present
Shea Ventures May 1998 - May 2006
Trust Company of the West May 1990 - October 1996
BDO Seidman January 1989 - April 1990
Education
University of Southern California 1985 — 1988
Bachelor’s Degree, Business Administration / Accounting, 3.3
University of Southern California 1985 — 1988
Bachelor of Science (B.S.), Accounting and Finance
Oaktree Capital Management Assistant Vice PresidentOaktree Capital Management, L.P.June 2006 - Present
Shea Ventures May 1998 - May 2006
Trust Company of the West May 1990 - October 1996
BDO Seidman January 1989 - April 1990
Education
University of Southern California 1985 — 1988
Bachelor’s Degree, Business Administration / Accounting, 3.3
University of Southern California 1985 — 1988
Bachelor of Science (B.S.), Accounting and Finance
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management