Palisades Investment Partners
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Palisades Investment Partners Employees
Los Angeles Capital Management January 2012 - Present
Palisades Investment Partners December 2010 - January 2012
Palisades Investment Partners June 2008 - December 2010
Skills
Marketing, Microsoft Office, RFP, Client Services, Proposal Writing, Marketing Materials, Presentation Development, Investments, Financial Services, Portfolio Management, PowerPoint, Salesforce.com, CRM, Alternative Investments, Performance Reporting, Proposal Review, RFP preparation, Client Communications, Content Management, management, Corporate Website..., Microsoft Excel, Microsoft Word
Education
University of California, Los Angeles 2005 — 2009
BA, Economics, Global Studies Minor
Huge July 2015 - Present
Huge June 2014 - June 2015
Amazon November 2012 - November 2013
Palisades Investment Partners June 2010 - November 2012
Skills
Financial Modeling, Microsoft Excel, Financial Forecasting, Budgets, Operating Expenses, Business Overhead..., Financial Accounting, Financial Planning, Department Budgeting, Financial Variance..., Hyperion EPM, Monthly Close Process, Cost Savings, General Ledger, Journal Entries, Invoice Processing, Cost Control, Business Objects, Concur, Unanet, Computron, MediaBank, Financial Statement..., Equity Research, Equity Valuation, Investment Management, Institutional..., Market Research, ThomsonOne, Retail Buying, Inventory Management, Business Analysis, Data Analysis, PowerPoint
Education
University of California, Los Angeles 2007 — 2011
BA, Business Economics, Minor in Accounting
The Chinese University of Hong Kong 2009 — 2009
University of California Education Abroad Program
Kayne Anderson Rudnick July 2014 - Present
Hotchkis and Wiley Capital Management April 2012 - June 2014
Palisades Investment Partners August 2010 - December 2011
The TCW Group June 2009 - September 2009
Liberty Mutual Group June 2003 - July 2008
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Finance, Investment Management
University of Colorado at Boulder 1998 — 2002
BA, Psychology, Business Administration
Maguire Asset Management February 2015 - April 2015
Hawkshaw Special Situations Research October 2014 - January 2015
Morgan Stanley Investment Management June 2014 - August 2014
NBCUniversal, Inc. December 2011 - June 2013
Reternal Ability Investments, LLC May 2010 - December 2011
Palisades Investment Partners 2006 - 2010
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2003 — 2006
B.A.
Santa Barbara Asset Management March 2012 - Present
Palisades Investment Partners July 2010 - March 2012
English Program in Korea August 2009 - April 2010
Keck Joint Science May 2009 - August 2009
Keck Joint Science January 2006 - May 2009
Gwalior Children's Charity June 2008 - August 2008
National Science Foundation June 2007 - August 2007
Skills
Financial Modeling, Financial Statement..., Equity Research
Education
Claremont McKenna College 2005 — 2009
BA, Biology, Literature
Total Merchant Services April 2014 - Present
Palisades Investment Partners September 2006 - April 2014
Citigroup July 2005 - September 2005
Ameriprise June 2005 - August 2005
Skills
Equity Research, Financial Modeling, Equities, Valuation, Asset Management, Market Research, Financial Analysis, Microsoft Excel, Trading, Finance, Financial Statement..., Alternative Investments, Portfolio Management, Excel, Thomson One, Baseline, Market Analysis, Thompson One, Equity Valuation, Investment Management, Investment Advisory, Analysis, Research, Corporate FP&A, Department Budgeting, Budgeting & Forecasting
Education
University of California, Los Angeles
Bachelor of Arts, Political Science concentration in International Relations
ViewPointKiosks.com January 2014 - Present
fusionZONE automotive, Inc. February 2013 - January 2014
AutoTrader.com May 2005 - October 2011
Palisades Investment Partners March 2004 - September 2005
Skills
Management, Sales, Sales Process, Business Development, Account Management, New Business Development, Marketing, Customer Retention, Selling, Time Management, Sales Operations, Networking, Salesforce.com, Customer Satisfaction, Cold Calling, Creative Direction, Perseverant, Integrity, Management Consulting, Work Ethic, Ethics, Diligent, Automotive Aftermarket, Strategic Sales Plans, Relationship Management, Direct Sales, Automotive Sales..., Digital Marketing, Sales Management
Education
San Diego State University-California State University 2003 — 2007
Bachelor's degree, Psychology
Valhalla High School
BofI Federal Bank September 2014 - Present
Ryman Arts 2007 - Present
MZ Group July 2010 - August 2014
Palisades Investment Partners February 2009 - April 2009
Bel Air Investment Advisors May 2006 - January 2009
RNC Genter Capital Management October 2000 - May 2006
RNC Genter 2000 - 2006
First Quadrant August 1998 - October 2000
Aegis Asset Management January 1996 - July 1998
Skills
Investments, Portfolio Management, Asset Management, Investment Management, Risk Management, Capital Markets, Equities, Analysis, Asset Allocation, Finance, Equity Research, Retirement Planning, Financial Services
Education
University of California, Santa Barbara 1991 — 1995
BA, Business Economics
The TCW Group April 2015 - Present
Thornburg Investment Management December 2010 - April 2015
Palisades Investment Partners March 2007 - December 2010
Skills
Asset Allocation, Equities, Investment Management, Asset Managment, Investments, Series 7, Investment Strategies, Venture Capital, Financial Modeling, Derivatives, Portfolio Management, Pension Funds, Financial Services, Asset Management, Financial Analysis, Hedge Funds, Private Equity, Alternative Investments, Investment Advisory, Equity Research, Fixed Income, Wealth Management, Mutual Funds, Securities
Education
Miami University 1998 — 2002