Penn Capital Management
Address: 1200 Intrepid Ave #400, Philadelphia, PA 19112 Hours: Closed ⋅ Opens 8AM Tuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (215) 302-1500: : : Category: Website: : : : Place name: Website: http://www.penncapital.com/ Category: Fund management company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a questionPopular times Tuesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Penn Capital Management Posting publicly on the Web Write a review Reviews"Great people with great returns." "Just a great team to work with!!" View all Google reviews
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Penn Capital Management Employees
FORTIS Colleges and Institutes May 2009 - February 2014
Penn Capital Management 2008 - 2008
Education
Salisbury University 2004 — 2008
Bachelor of Science (BS), Finance
South Carroll High School 2000 — 2004
Northern Trust Asset Management May 2014 - Present
Penn Capital Management March 2008 - March 2014
Raymond James April 2006 - March 2008
JP Morgan Chase January 2004 - April 2006
AIG VALIC December 2001 - December 2003
Skills
Bloomberg Terminal, Factset, charles river, Equities, Investments, Portfolio Management, Hedge Funds, High Yield, Fixed Income, Analysis, Equity Research, Capital Structure, Charles River IMS, Finance, Mutual Funds, Asset Management, Valuation, Securities
Education
University of Miami - School of Business 2004 — 2006
Master, Business Administration
Robert Morris University 1995 — 2000
Bachelor of Science, Business Administration, Finance
Deakin University 1999 — 1999
International Finance
Baker Tilly Virchow Krause, LLP September 2014 - Present
Penn Capital Management December 2013 - August 2014
Office of the Bursar, Temple University April 2012 - May 2014
State Street May 2013 - August 2013
Becker Professional Education September 2012 - April 2013
Temple University April 2011 - May 2012
Campaign for Working Families January 2012 - April 2012
Skills
Microsoft Excel, Microsoft Word, Tax Wise, Microsoft Publisher, Tax, Financial Analysis, Financial Accounting, Auditing, Account Reconciliation, Finance, Analysis, Financial Statements
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor of Business Administration (BBA), Accounting and Legal Studies, Finance, Senior
Tulpehocken Jr. Sr. High School 2005 — 2009
Luxury Brand Partners, LLC October 2014 - Present
Marinello Schools of Beauty June 2013 - October 2014
Bassett Salon Solutions July 2012 - June 2013
Carlton Hair International January 2012 - July 2012
Carlton Hair International January 2010 - January 2012
Penn Capital Management December 2008 - December 2009
Skills
Customer Relations, Event Planning, Account Management, Problem Solving, Market Research, Social Media, Business Development, Advertising, Leadership, Beauty Industry, Retail, Strategic Planning, Marketing Strategy, Management Consulting, Research, Social Networking, Customer Service, Team Building, PowerPoint, Public Relations, Team Leadership, New Business Development, Merchandising, Public Speaking, Sales, Microsoft Excel, Marketing, Sales Management, Coaching, Event Management, Social Media Marketing, Management, Marketing Communications, Sales Operations, B2B, Customer Satisfaction, Negotiation
Education
Rutgers University 2009 — 2010
School of Business, Finance, Marketing
Widener University 2007 — 2009
2009School of Business, Marketing
PENN Capital Management Company, Inc. August 2014 - Present
Penn Capital Management April 2013 - August 2014
BlackRock September 2011 - March 2012
Level 3 Communications September 2010 - March 2011
Skills
Microsoft Excel, Sales, Leadership, Management, Retail, PowerPoint, Accounting, Time Management
Education
Drexel University 2008 — 2013
Bachelor of Science, Business Administration; Finance and International Business
Masterworks Development Corporation September 2014 - Present
Park7 Group April 2013 - August 2014
PNC Capital Markets, LLC August 2011 - April 2013
AskTheIntern March 2011 - December 2012
PNC Financial Services Group May 2010 - August 2010
Penn Capital Management May 2009 - August 2009
Skills
Real Estate Development, Real Estate, Due Diligence, Investments, Market Research, Acquisitions, Land Acquisition, Financial Analysis, Financial Modeling, Capital Markets, Sales, Entrepreneurship, Business Planning, Management, Public Speaking, Microsoft Excel
Education
Penn State University 2007 — 2011
Bachelor of Science, Finance
Vanguard July 2015 - Present
Advocare December 2013 - Present
PENN Capital Management December 2013 - July 2015
PENN Capital Management August 2013 - December 2013
PENN Capital Management May 2011 - August 2013
Retro Fitness March 2006 - June 2011
Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Public Speaking, Time Management, Teamwork
Education
Rutgers, The State University of New Jersey-Camden 2011 — 2015
Accounting and Finance
Burlington County College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Lenox September 2014 - Present
Arista Performance April 2012 - Present
Penn Capital Management July 2012 - January 2013
Summit Financial Resources, Inc. December 2011 - July 2012
Skills
Social Media, Facebook, Advertising, Microsoft Word, Online Marketing, Social Media Marketing, Market Research, Social Networking, Marketing Strategy, Online Advertising, Marketing Communications, Digital Marketing, Email Marketing, Event Planning, Management, CRM, Sales, YouTube, Word, LinkedIn, InDesign, Email Campaigning, Website Updating, Copy Editing, Microsoft Excel, PowerPoint, Time Management, Marketing, Customer Service, Public Speaking, Teamwork, Leadership, Twitter, Photoshop, Research, Event Management
Education
Rider University 2009 — 2013
Bachelor of Science and Business Administration (B.S.B.A.), Marketing & Advertising, Double Major
VALIC April 2012 - Present
J.P. Morgan June 2011 - April 2012
Susquehanna International Group September 2009 - May 2011
Public Financial Management September 2008 - March 2009
Penn Capital Management September 2007 - March 2008
Education
Drexel University 2006 — 2011
Bachelor's degree, Accounting and Finance
INVIDI Technologies August 2015 - Present
Penn Capital Management September 2014 - August 2015
Drexel University September 2009 - March 2015
InterDigital Communications July 2013 - February 2014
University of Pennsylvania -Wharton Business School of Management June 2008 - August 2009
Pennoni Associates May 2007 - August 2007
Skills
Linux, C++, C, Matlab, Microsoft Office, Labview, SQL, Photoshop, HTML, Databases, Java, Visual Studio, Visual Basic, Visual C#, OPNET, MySQL, XML, Telecommunications, MIMO, WIMAX, LTE, PHY, MAC layer, Algorithms, Windows, LabVIEW, Troubleshooting
Education
Drexel University
Doctor of Philosophy (Ph.D.), Electrical Engineering/Telecommunications
University of Pennsylvania
Masters, Telecommunications and Network Engineering
University of Pennsylvania
Bachelors, Electrical and Systems Engineering
Red Cross Nordic United World College
High school IB Diploma, Physics, Mathematics, Chemistry, Development studies, English, Spanish
Johnson, Kendall & Johnson May 2013 - Present
Sun Life Financial April 2010 - April 2013
Penn Capital Management August 2007 - October 2009
Susquehanna Valley House of Hope January 2007 - May 2007
Skills
Marketing, Press Releases, Public Speaking, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Marketing Communications, Employee Benefits
Education
Susquehanna University 2003 — 2007
Bachelor of Arts, Corporate Communications
PENN Capital Management September 2014 - Present
Equinox Funds June 2012 - August 2014
BlackRock April 2005 - June 2012
1838 Investment Advisors April 2000 - September 2004
Board of Pensions of the Presbyterian Church 1989 - 1996
Skills
Marketing, Marketing Communications, Marketing Strategy, Branding & Identity, Content Strategy, Content Development, Web Content, Product Marketing, Integrated Marketing, Digital Marketing, Direct Marketing, Email Marketing, Event Planning, Investments, Mutual Funds, 1940 Act, FINRA, Market Research, PowerPoint, Social Media Marketing, Advertising, Customer Service, CRM, New Business Development, Analytics, Product Management
Education
University of Phoenix 2007 — 2011
B.S.
Petplan Pet Insurance (USA) October 2011 - Present
CTN Solutions January 2009 - October 2011
Penn Capital Management November 2007 - January 2009
Commerce Bank May 1998 - November 2007
Commerce Capital Markets, Inc. 1998 - 2007
IBM May 1980 - May 1998
Skills
Technical Management, Account Management, Technology..., IT Operations, IT Management, IT Governance, IT Strategy, Process Improvement, Vendor Management, Governance, Leadership, Technology Management, Pre-sales, Business Analysis, Management, Program Management, Disaster Recovery, SDLC, SharePoint, Project Management
Education
Philadelphia University 2000 — 2002
BS
Villanova University 1977 — 1980
Penn Capital Management 2011 - Present
BlackRock 1999 - 2009
SEI Investments 1994 - 1999
Skills
Client Servicing, Relationship Management, Business Development, Consultant Relations, Wealth Management, CRM, Portfolio Management, Mutual Funds, Capital Markets, Marketing, Financial Analysis, Alternative Investments, Investment Management, Asset Allocation, Institutional..., Hedge Funds
Education
Villanova University 1994 — 1998
MBA
Albright College 1989 — 1993
BS, Finance
Paul VI High School 1985 — 1989
Vanguard June 2014 - Present
Drexel University's LeBow College of Business June 2012 - Present
Vanguard December 2012 - June 2014
New York Life Insurance Company July 2009 - December 2012
PENN Capital Management April 2008 - July 2009
Susquehanna International Group (SIG) September 2006 - April 2007
Skills
Annuities, Mutual Funds, Personal Finance, Investments, Retirement Planning, Estate Planning, Financial Planning, Public Speaking, Event Planning, ETFs, Financial Advisory, Sales, Wholesale, Finance, Financial Services, Fixed Annuities, Retirement, Securities, Strategic Financial..., Asset Allocation, Series 7, Series 63, 401k, IRAs, Wealth Management, Series 6, Trading, Options, Investment Strategies, Investment Advisory, Financial Planners, Equities, Bloomberg, Investment Management, Bonds, Financial Modeling, Capital Markets, Life Insurance, Fixed Income, Asset Management, Economics, Financial Markets, FINRA, Wealth Management...
Education
Drexel University - LeBow College of Business 2009 — 2010
MBA, Economics
Drexel University - LeBow College of Business 2005 — 2009
B.S. In Business Administration, Finance
HGK Asset Management, Inc. March 2014 - Present
Delaware Museum of Natural History 2010 - Present
Echo Point Investment Management, LLC February 2013 - January 2014
Cole Real Estate January 2012 - December 2012
Gardner Lewis Asset Management June 2000 - January 2012
Cooke & Bieler, L.P. July 1998 - June 2000
Penn Capital Management April 1995 - July 1998
Klockner Pentaplast 1989 - 1995
Copy Systems Incorporated 1988 - 1989
Skills
Alternative Investments, Asset Managment, Bonds, Investments, Investment Management, ETFs, Microsoft Office, Hedge Funds, Private Equity, Equity Research, Due Diligence, Equities, Investment Strategies, Venture Capital, Asset Management, Strategy, Financial Analysis, Asset Allocation, Securities, Portfolio Management, Investment Advisory, Institutional, Bloomberg, Fixed Income, Valuation, Series 7
Education
University of Virginia 1985 — 1989
BA, Communications
University of California, Berkeley 1988 — 1988
Psychology
Miramonte High School 1981 — 1985
Venturemasons March 2015 - Present
Moving Creations, Inc. January 2012 - Present
Penn Capital Management January 2014 - February 2015
Discoverpoint Group April 2012 - September 2013
SeventySix Capital 2012 - 2012
Merck April 2011 - September 2011
Skills
Emerging Markets, Entrepreneurship, Financial Modeling, Market Research, Deal Sourcing, Global Business..., Investment Banking, Financial Analysis, Mergers & Acquisitions, Valuation, Private Equity, Analysis, Economics, Investments, Leadership, Portfolio Management, Management, Venture Capital, Due Diligence, Program Management, Corporate Finance
Education
CFA Institute
Drexel University 2010 — 2012
Bachelor of Science, Business Administration & Entrepreneurship
Norristown high school 2006 — 2008
High School Diploma, Entrepreneurship/Marketing Concentrations
Kennedy Kenrick
Penn Capital Management January 2014 - Present
PwC July 2012 - January 2014
PwC June 2004 - June 2012
Skills
Accounting, Asset Management, Insurance, SOX, SEC reporting, Audit, Financial Reporting, Auditing, Financial Accounting, Investments
Education
Fairfield University 2003 — 2004
Master of Business Administration, Accounting and Finance
Fairfield University 1999 — 2003
BS, Accounting
Axia NetMedia Corp. January 2014 - Present
Axia NetMedia Corp. March 2012 - December 2013
WorleyParsons March 2010 - March 2012
Bridgewater Bank March 2009 - March 2010
KPMG Advisory 2008 - 2009
PricewaterhouseCoopers 2006 - 2008
Three Sisters Mountain Village Ltd. 2005 - 2006
Penn Capital Management 2003 - 2005
Kim & Associates October 2002 - April 2003
Skills
Hyperion, Budgeting & Forecasting, Management Reporting, Financial Reporting, Planning, Management Analysis, Hyperion Enterprise, MD&A, IFRS, Corporate FP&A, Forecasting, Budgets, Internal Controls, Financial Accounting, Accounting, Auditing, Project Planning, Financial Analysis, Management, Variance Analysis, Finance, SAP, Financial Modeling, Analysis, Internal Audit, Cash Flow
Education
Certified Management Accountant 2005 — 2007
CMA
University of Saskatchewan 1999 — 2002
B.Comm, Accounting
Friedenthal Financial, LLC 2010 - Present
MetLife August 2009 - February 2010
Drexel University September 2005 - August 2009
The Haverford Trust Company March 2008 - September 2008
Penn Capital Management March 2007 - March 2008
Education
Drexel University - LeBow College of Business 2005 — 2009
BSBA, Finance
CBIZ January 2009 - Present
Hainesport School Board of Education August 2009 - October 2011
CASA for Children of Burlington County January 2010 - December 2010
Johnson & Johnson June 2007 - May 2008
Towers Perrin 2008 - 2008
Penn Capital Management 2008 - 2008
Skills
Financial Reporting, Forecasting, Valuation, Business Valuation
Education
The College of New Jersey 2005 — 2008
BS, Business Administration - Finance
Penn Capital Management April 2014 - March 2015
Delaware Investments April 2013 - September 2013
Sunoco April 2012 - September 2012
Able Real Estate July 2009 - August 2009
Skills
Microsoft Excel, Accounting, Microsoft Office, Financial Reporting, Data Analysis, PowerPoint, Bloomberg Terminal, Visual Basic for...
Education
Drexel University 2010 — 2015
Bachelor of Science in Business Administration, Finance
Morgan Stanley March 2013 - Present
Stephens Inc. August 2011 - March 2013
Penn Capital Management August 2010 - August 2011
Education
Providence College
Economics
Manning & Napier September 2014 - Present
PENN Capital Management February 2011 - August 2014
Iron Mountain 2010 - 2011
SEI Investments October 1998 - February 2010
First Investors Corporation 1997 - 1998
Skills
Asset Management, Relationship Management, Asset Allocation, Sales, Employee Training, Alternative Investments, Investments, Financial Analysis, Customer Service, Asset Managment, Banking, Insurance, Microsoft Excel, Outsourcing, Financial Services, Mutual Funds, Management, CRM, Training, Marketing, Project Management
Education
Lycoming College 1989 — 1993
BA, Criminal Justice
Penn Capital Management November 2008 - Present
Commerce Capital Markets April 2005 - November 2008
1717 Capital Management Company March 2004 - April 2005
FINRA February 2002 - March 2003
Philadelphia Stock Exchange February 2001 - February 2002
Philadelphia Stock Exchange June 1999 - February 2001
Philadelphia Stock Exchange May 1998 - June 1999
First Union Brokerage Services March 1997 - May 1998
First Fidelity/First Union National Bank April 1996 - February 1997
Skills
Private Fund Regulation, Blue Sky Filings, Form ADV Disclosure, Investment Advisors Act, Investment Companies Act, ERISA Compliance, ERISA, Mutual Funds, Securities, Financial Services, Equities, FINRA, Options, Series 7, Trading, Series 66, Series 24, Series 55, Hedge Funds, Series 63, Asset Management, Alternative Investments, Uniform Combined State..., Fixed Income, Investments
Education
Drexel University 1999 — 2001
MS, Finance, Investment Management
Kutztown University of Pennsylvania 1991 — 1995
BSBA, Finance
The Roman Catholic High School of Philadelphia 1987 — 1991
PENN Capital Management September 2008 - Present
Education
Stockton University 2004 — 2008
Bachelor's Degree, Business - Finance
Lenape
Bit.ly September 2014 - August 2015
BizSmart Global July 2014 - September 2014
Penn Capital Management September 2012 - June 2013
Urban Outfitters July 2012 - September 2012
Viralimpressions Inc. June 2011 - September 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Bloomberg, Social Media, Photoshop, Market Research, Microsoft Word, Event Planning, InDesign, Customer Service, Financial Analysis, Bloomberg, APX,..., Retail, Public Relations, Advertising, Marketing Strategy, Marketing, E-commerce
Education
Drexel University - College of Business and Administration 2010 — 2014
Marketing and Management Information Systems
Re-Volt S.A. May 2014 - August 2014
Penn Capital Management December 2011 - August 2013
Penn Capital Management June 2009 - December 2011
Penn Capital Management September 2008 - June 2009
Emerald Asset Management May 2006 - August 2006
Skills
Bloomberg, Investments, Asset Management, Financial Analysis, Financial Modeling, Equities, Fixed Income, Distressed Debt, Portfolio Management, Equity Research, Hedge Funds, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (MBA)
Colorado College 2004 — 2008
B.A., Mathematical Economics
Advent Software July 2007 - Present
Advent Software January 2004 - Present
Advent Software October 1999 - January 2004
Advent Software April 1998 - October 1999
Penn Capital Management February 1996 - April 1998
Skills
Integration, Portfolio Management, Product Management, Asset Managment, Enterprise Software, SAN, VBScript, Investments, Hedge Funds, VMware, Disaster Recovery, Salesforce.com, Enterprise Architecture, Trading, Hyper-V, VPN, Asset Management, SaaS, Pre-sales, Program Management, SQL, Cloud Computing, Financial Services, Microsoft SQL Server, Software Project..., Professional Services
Education
Rowan University 1992 — 1997
Bachelors of Science, Finance, Accounting
PENN Capital Management October 2014 - Present
Lincoln Financial Distributors October 2011 - May 2014
Lincoln Financial Distributors June 2010 - October 2011
Lincoln Financial Distributors June 2008 - June 2010
Lincoln Financial Distributors December 2007 - June 2008
SEI May 2004 - December 2007
Skills
Series 6, Series 63, Fixed Annuities, Series 7, Retirement, Retirement Planning, Long-term Care, Securities, FINRA, Public Speaking, Separately Managed..., Mutual Funds, Financial Advisory, Investments, Wealth Management, Variable Annuities, Sales, Financial Services, Finance, Asset Management, Asset Allocation, Financial Planning, Insurance
Education
Albright College
Bachelor of Science, Finance and Accounting
J.P. Morgan August 2015 - Present
JP Morgan June 2013 - July 2015
Penn Capital Management August 2011 - May 2012
The Fairman Group September 2010 - April 2011
Exelon September 2009 - March 2010
Skills
Bloomberg Terminal, Advent, Microsoft Office, Morningstar, Client Communication, Financial Analysis, Strategic Planning, Portfolio Management, Microsoft Excel, Mutual Funds, Microsoft Word, Finance, Project Management, Bloomberg
Education
Drexel University - LeBow College of Business 2008 — 2013
Bachelor of Science in Business Adminstration, Dual Concentration in Finance and Marketing
Glenmede Investment Management August 2015 - Present
Conservest Capital Advisors July 2013 - August 2015
Penn Capital Management March 2012 - June 2013
AlphaBuyer May 2011 - August 2011
SunGard March 2011 - May 2011
Southco May 2010 - September 2010
Skills
Analysis, Forecasting, Microsoft Excel, Market Research, Factset, Microsoft Office, APX, Series 65, Bloomberg
Education
Drexel University 2008 — 2013
Bachelor's Degree, Finance & Economics Concentration
Malvern Preparatory School 2004 — 2008
Stonehage Fleming US LLC July 2015 - Present
PENN Capital Management January 2006 - Present
Skills
Bloomberg, Client Service, Customer Relations, Excel, Microsoft Office, Word, PowerPoint, Customer Service, Outlook, Microsoft Excel, Investments, Asset Allocation, Microsoft Word, Financial Services, Bloomberg Terminal, Leadership, Fixed Income, Equities
Education
Rutgers University – Camden 2003 — 2007
BS, Finance
Michael Kors September 2015 - Present
Lenscrafters November 2013 - September 2015
True Religion Brand Jeans August 2011 - November 2013
Fuel Your Life April 2010 - June 2013
PRA Destination Management January 2011 - March 2012
Dunham & Associates October 2009 - June 2010
PENN Capital Management September 2003 - October 2009
Total September 2002 - September 2003
Skills
Fitness Training, Selling, Retail Banking, Retail Sales, Retail Marketing, Customer Service, Customer Retention, Client Development, Retail Category..., Clienteling, Clientele Development, Management, Marketing, New Business Development, Operations Management, Merchandising, Fashion, Inventory Management, Sales, Loss Prevention, Retail
Education
Drexel University 2001 — 2006
Bachelor’s Degree, Business Administration and Management, Finance Concentration
Eastern High School 1998 — 2001
High School
Delaware Investments, a member of the Macquarie Group June 2013 - Present
Penn Capital Management April 2012 - May 2013
The Linde Group February 2011 - April 2012
W.R. Huff Asset Management November 2006 - December 2010
BOC Gases June 2005 - October 2006
Northrop Grumman / Electronic Systems June 2001 - May 2005
Skills
Portfolio Management, Financial Analysis, Valuation, Due Diligence, Private Equity, Investments, Financial Modeling, Capital Markets, Strategy, Finance, Corporate Finance, Asset Management
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2005
MBA, Finance
The Pennsylvania State University 1996 — 2001
BS, Mechanical Engineering
Cowen and Company September 2008 - Present
Morgan Keegan June 2007 - August 2008
Penn Capital Management June 2006 - August 2006
Shonfeld Group August 2001 - May 2005
Skills
Equities, Valuation, Bloomberg, Financial Modeling, Equity Research, Fixed Income, Series 7, Investments, Asset Managment, High Yield, Capital Markets, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA
University of Pennsylvania 1997 — 2001
BA, Political Science and International Relations
Penn Capital Management August 2013 - Present
Raymond James January 2007 - July 2013
Raymond James & Associates April 2004 - January 2007
Morgan Stanley October 1999 - April 2004
Education
Brown University 1993 — 1998
Northwestern Mutual June 2015 - Present
Rowan's Renovations January 2011 - June 2015
Penn Capital Management August 2010 - January 2011
New York Life & MainStay Investments March 2009 - July 2010
Turner Investment Partners April 2006 - October 2008
BlackRock June 2005 - March 2006
PENN Capital Management Company, Inc. November 2000 - December 2001
Skills
Investments, Alternative Investments, Asset Allocation, Series 7, Asset Management, Mutual Funds, Equities, Portfolio Management, Wealth Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2005
Marketing, Marketing, Fiance and Economics
PENN Capital Management April 2009 - Present
Nuveen Investments, Inc (Formerly Rittenhouse Financial Services) July 1999 - April 2009
Telefactor Corporation November 1988 - July 1999
Skills
Strategic Planning, Solutions Marketing, Vendor Management, Sarbanes-Oxley Act, Asset Managment, Percussion, Music Education, Business Continuity..., Disaster Recovery, Trading Systems, Account Portfolio..., IT Management, IT Strategy, Systems Engineering, Budgets, Virtualization, Financial Services, Business Analysis, Management, Asset Management, Business Continuity, Leadership, Telecommunications, Portfolio Management, Equities, Strategy, Fixed Income
Education
Bishop Kenrick High School
High School Diploma, General Studies
RETS Education Center
AAS, Electrical Engineering
University of Phoenix
BSIT, Information Technology
University of Phoenix
MBA, Masters of Business Administration
Penn Capital Management March 2008 - Present
Ethel Mae Hocker Foundation 2006 - 2015
Penn Capital Management August 2006 - March 2008
Skills
Customer Service, Microsoft Excel, Onboarding, Banking, Mergers & Acquisitions, Benefits Administration, Succession Planning, Microsoft Office, Deferred Compensation, Financial Analysis
Education
Rollins College 1998 — 2002
Liberal Arts and Sciences, General Studies and Humanities
Haddonfield High School 1994 — 1998
Penn Capital Management August 2002 - Present
Linsco/Private Ledger Financial Services May 2000 - July 2002
CP Baker & Company October 1999 - May 2000
Fidelity Investments September 1996 - July 1998
Skills
Portfolio Management, Investments, Equities, Financial Modeling, Hedge Funds, Asset Management, Capital Markets, Valuation, Financial Analysis, Mutual Funds, Securities, Asset Allocation, Trading, Alternative Investments, Private Equity
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1999
MBA, Finance
The Catholic University of America 1989 — 1993
BA, English
Bishop Egan
Sentinel Dome Partners August 2014 - Present
PENN Capital Management April 2012 - August 2014
Penn Capital Management Co., Inc March 2011 - April 2012
Penn Capital Management March 2008 - March 2011
Skills
Bloomberg, Equities, Investments, Asset Managment, Valuation, Financial Modeling, Equity Research, Financial Analysis, Bloomberg Terminal, Fixed Income, Asset Allocation, Portfolio Management, High Yield
Education
Drexel University 2007 — 2011
BSBA, Finance
PENN Capital Management Vice President of AccountingNCO GroupJune 1999 - January 2007
Education
Rutgers University – Camden 1982 — 1986
BA, Accounting
Sunoco July 2014 - Present
MetLife November 2011 - 2013
Morgan Stanley Smith Barney February 2010 - June 2011
Morgan Stanley August 2009 - February 2010
BlackRock April 2008 - September 2008
PNC Wealth Management April 2007 - September 2007
Penn Capital Management April 2006 - September 2006
Skills
Bloomberg Terminal, Murex, Fidessa, Derivatives, Fixed Income, Fixed Income Trading, Equities, Capital Markets, Bloomberg, Securities, Portfolio Management, Trading, Electronic Trading, Financial Markets, Mutual Funds, Options, Investments, Hedge Funds, Swaps, Trading Systems
Education
Drexel University 2004 — 2009
B.S., Finance
Brooklyn Technical High School 2000 — 2004
Biochemistry
Conestoga Capital Advisors June 2013 - Present
PENN Capital Management May 2011 - April 2013
Deutsche Bank June 2007 - November 2009
SMART Business Advisory and Consulting 2005 - 2007
Deloitte July 2004 - November 2005
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Equity Research, Hedge Funds, Fixed Income, Capital Markets, Asset Managment, Investments, Alternative Investments, Portfolio Management, Financial Analysis, Due Diligence, Mutual Funds, Asset Allocation, Equity Valuation
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
University of Richmond - Robins School of Business 2000 — 2004
Bachelor of Science, Economics and Accounting
Merrill Lynch November 2011 - Present
Penn Capital Management August 2008 - May 2010
Bear Stearns April 2006 - June 2008
Skills
Portfolio Management, Equities
Education
The University of Memphis 1995 — 1999
BBA, Finance
SunGard Financial Systems July 2010 - Present
Penn Capital Management June 2010 - June 2010
CIGNA Group Insurance October 2009 - April 2010
Harte-Hanks May 1994 - June 2009
Harte-Hanks Direct Marketing 1994 - 2009
DiMark, Inc. 1994 - 1998
Electronic Data Systems September 1988 - May 1994
EDS 1988 - 1994
General Data Systems February 1982 - September 1988
Shared Medical Systems November 1974 - February 1982
Skills
T-SQL, PL/SQL
Education
University of North Carolina at Chapel Hill 1972 — 1975
MS, Computer Science
University of Delaware 1967 — 1972
BA, BS, Political Science, Statistics and Computer Science
Penn State University
AEGON USA Investment Management, LLC July 2012 - Present
Bennett Lawrence Management, LLC November 2011 - July 2012
PENN Capital Management June 2003 - December 2011
Delaware Investments, a member of the Macquarie Group July 1998 - June 2003
Skills
Equities, Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Capital Markets, Financial Analysis, Fixed Income, Investments, Mutual Funds, Options, Portfolio Management, Securities, Series 63
Education
Kutztown University of Pennsylvania 1993 — 1998
BSBA, Finance
Hartford Investment Management February 2010 - Present
Penn Capital Management June 2008 - August 2008
Morgan Stanley 2000 - 2006
Skills
High Yield, Leveraged Finance, Equities, Portfolio Management, Asset Management, Credit, Equity Research, Loans, Factset, Fixed Income, Bloomberg, Bloomberg Terminal, Valuation, Financial Modeling, Investments, Value Investing, Relative Value, Financial Analysis, LBO, Fundamental Research, Credit Risk, Capital Structure, Equity Valuation, DCF, Industry Analysis, Debt, Bonds, Industrials, Buy-side
Education
Yale University - Yale School of Management 2007 — 2009
MBA, Investment Management
Trinity College 1996 — 2000
B.A., Economics
London School of Economics and Political Science 1998 — 1998
Study Abroad
Buckingham Browne & Nichols
High School
Penn Capital Management January 2005 - Present
Acquisition Management Services 2003 - 2004
PricewaterhouseCoopers 1997 - 2001
Skills
Asset Management, Portfolio Management, Investments, Financial Analysis, Financial Modeling, Asset Allocation, Equity Research, Finance, Hedge Funds, Equities, Microsoft Excel, Alternative Investments, Bloomberg, Options, Valuation, Fixed Income
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Investment Management
The College of William and Mary - The Mason School of Business 1993 — 1997
BBA, Accounting
eVestment August 2014 - Present
PENN Capital Management May 2008 - August 2014
Graybeard Capital October 2005 - April 2008
Shenkman Capital Management 2000 - 2005
Credit Suisse First Boston May 1994 - September 2000
First Albany Capital May 1993 - May 1994
Skills
Investments, Securities, Alternative Investments, Strategic Financial..., Portfolio Management, Asset Management, PowerPoint, Equity Research, Capital Markets, Fixed Income, Bloomberg, Asset Allocation, Hedge Funds, Microsoft Excel, Mutual Funds, Financial Modeling, Financial Analysis, Due Diligence, Microsoft Office, Microsoft Word, Equities
Education
Adelphi University 1989 — 1993
BBA, Business
Sanford H. Calhoun High School 1986 — 1989
Regents Diploma
Nomura Securities June 2011 - Present
Penn Capital Management May 2010 - May 2011
Hirtle, Callaghan & Co. March 2009 - March 2010
Wells Fargo Advisors (Formerly Wachovia Securities) November 2007 - March 2009
Education
Drexel University - College of Business and Administration 2006 — 2011
Bachelor of Science (B.S.), Finance
Penn Capital Management 2014 - Present
Lincoln Financial Group 2012 - 2014
Vanguard 2002 - 2012
Stradley Ronon 1997 - 2002
Skills
Hedge Funds, Investment Company Act, Investment Advisers Act, UCITS, 529 Plans, Mutual Funds, Securities Regulation, Corporate Law, Investment Management, Securities, Investments, Asset Managment, Asset Management, Corporate Governance, FINRA, Legal Writing, Alternative Investments
Education
University of Pennsylvania 1994 — 1997
JD, Law
Carleton College 1988 — 1992
BA, Art history
Penn Capital Management October 2013 - Present
Penn Mutual Life Insurance Company September 2011 - April 2013
Wells Fargo Asset Management / Evergreen Investments 2007 - 2010
Deutsche Asset Management 2002 - 2007
Bank of New York Capital Markets (formerly Mendham Capital) 1994 - 2002
Grant Thornton 1987 - 1994
Skills
High Yield, Fixed Income, Bonds, Portfolio Management, Asset Managment, Investments, Hedge Funds, Alternative Investments, Credit Analysis, Leveraged Finance, Bloomberg, Fixed Income Analysis, Credit, Valuation, Trading, Capital Markets, Derivatives, Mutual Funds, Securities, Asset Management, CDS, Risk Management, Financial Risk, Loans, Credit Derivatives, Investment Banking, Emerging Markets, Asset Allocation, Financial Modeling, Structured Products, Private Equity, Financial Markets, Due Diligence, Restructuring, Finance
Education
New York University Stern Graduate School of Business
MBA, Finance
The University of Connecticut School of Business
BS, Accounting
PNC June 2011 - Present
Morgan Stanley October 2006 - June 2011
Penn Capital Management October 2003 - October 2006
Skills
Banking, Equities, Financial Analysis, Business Analysis, Project Management
Education
La Salle University 1999 — 2003
BS, Accounting and MIS
Montgomery Plumbing March 2015 - Present
Precision Drilling October 2013 - December 2014
CRS Advanced Technology December 2010 - August 2013
Royal Copenhagen November 2003 - January 2009
Penn Capital Management February 1999 - September 2001
Lockheed Martin Business Development February 1997 - August 1999
Skills
Customer Service, Research, Outlook, Microsoft Excel, Marketing, PowerPoint, Microsoft Word, Management, Strategic Planning, Public Speaking, Microsoft Office, Process Improvement, Sales, Databases, Project Management, Invoicing, New Business Development, Human Resources, Leadership, Budgets, Team Leadership, Training, Project Planning, Business Analysis, Event Planning, Social Media, Online Marketing, Business Strategy, Team Building, Coaching
Education
Pennsylvania College of Technology
Business Management
Penn Capital Management 2013 - Present
Turner Investment Partners 2010 - 2012
Tryphon Capital 2004 - 2010
Skills
Hedge Funds, Equities, Portfolio Management, Equity Research, Asset Management, Biotechnology, Alternative Investments, Asset Managment, Fixed Income, Capital Markets, Bloomberg, Asset Allocation, Valuation, Investment Strategies, Emerging Markets, Investments, Financial Modeling
Education
University of Pennsylvania
Master of Biotechnology, Biopharmaceutical Engineering
State University of New York College at Geneseo
B. Sc., Biophysics
Penn Capital Management September 2014 - Present
CSSI June 2010 - September 2014
GE Transportation November 2009 - April 2010
College Works Painting May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Customer Service, Marketing, Sales, Finance, Financial Analysis, PowerPoint, Leadership, Microsoft Word, Forecasting, Strategic Planning, Analysis, Cross-functional Team..., Account Management, Team Building
Education
Slippery Rock University of Pennsylvania 2006 — 2010
Bachelor of Science (BS), Finance, General
Just Energy March 2010 - Present
Penn Capital Management May 2005 - February 2010
Princeton Asset Management October 2003 - May 2005
Stratton Management Comp July 1997 - October 2003
Skills
Risk Management, Investments, Securities, Hedge Funds
Education
Temple University - Fox School of Business and Management
BBA, Accounting
Penn Capital Management June 2002 - Present
Skills
Bloomberg, Equity Trading, Equities, Securities, Investments, Moxy, Best Execution, Alternative Investments
Education
Drexel University
Bachelor of Applied Science (BASc), Business/Commerce, General
Drexel University
Penn Capital Management April 2012 - Present
Standish Mellon Asset Management September 2007 - August 2010
Gartmore July 2003 - July 2007
W.R. Huff Asset Management February 1999 - February 2003
Skills
High Yield, Equities, Hedge Funds, Portfolio Management, Investment Banking, Bonds, Emerging Markets, Investments, Trading, Mutual Funds, Fixed Income, Relative Value, Asset Managment
Education
Villanova University 2004 — 2008
MBA, Finance
Babson College 1994 — 1998
BS, Entrepreneurship/Finance
Innovations for Good June 2015 - Present
Valuation Research Corporation June 2014 - September 2015
Cooper's Ferry Partnerhsip December 2013 - May 2014
Penn Capital Management August 2013 - December 2013
New Century Transportation July 2013 - August 2013
Tricare medical Transportation January 2011 - August 2013
Rutgers University Enrollment Services January 2013 - May 2013
Trump Taj Mahal Casino Resort March 2010 - May 2011
Skills
Microsoft Office, Tableau 8, AS400 system, Microsoft Excel, PowerPoint, Stata, SPSS, TELL, Research, Data Analysis, Outlook, Leadership, Customer Service, Microsoft Word, Public Speaking, Cpr Certified, Healthcare, Windows, Teamwork, Strategic Planning, Sales, Access
Education
Rutgers University – Camden 2012 — 2014
Bachelor's Degree, Economics GPA: 3.443, Graduated
Rutgers, The State University of New Jersey-Camden 2012 — 2014
Bachelor's Degree, Finance, Graduated
ACCC 2009 — 2011
Associate of Arts (A.A.), Economics
College Methodiste de Frere
Isdaner & Company, LLC January 2014 - Present
New Penn Financial, LLC June 2012 - Present
PENN Capital Management August 2009 - May 2012
Planalytics Inc. 2012 - 2012
Widener University August 2008 - December 2011
Skills
Excel, Word, Microsoft Office, Financial Analysis, PowerPoint, Access, Customer Service, Public Speaking, Marketing, Analysis, Data Analysis, Research, Accounting, SAP, Project Management, Microsoft Excel, Microsoft Word, Finance, Outlook, Marketing Communications, Banking, Account Reconciliation, Time Management, Leadership, Market Research, Teamwork, Budgets, Sales, Financial Reporting, Social Media, Strategic Planning, Team Leadership, Financial Accounting, Financial Modeling, Financial Statements, Management, Forecasting, Auditing, General Ledger, Accounts Payable, Payroll, SEC filings
Education
Widener University 2013 — 2014
Master of Science (M.S.), Taxation and Financial Planning
Widener University 2008 — 2011
Bachelor of Science in Business Administration, Accounting
The Catholic University of Eastern Africa 2006 — 2008
Bachelor of Commerce (B.Com.), Business/Commerce, General
PENN Capital Management June 2009 - Present
Skills
Financial Accounting, Fund Accounting, Investment Operations, US GAAP, Hedge Funds, 10Q, Microsoft Office, Financial Analysis, Budgeting, Financial Reporting, Strategic Planning
Education
Saint Joseph's University 2005 — 2009
Accounting
SEI July 2012 - Present
Bridgewater Associates January 2011 - June 2012
Penn Capital Management September 2008 - March 2010
Delaware Investments September 2007 - March 2008
Monell Chemical Senses Center September 2006 - April 2007
Skills
Microsoft Excel, Microsoft Access, Financial Analysis, Bloomberg, Investments, Customer Service, Financial Modeling, Analysis, Management, Equities, Portfolio Management, Strategic Planning, Trading, Account Reconciliation, Fixed Income, Mortgage Backed..., Municipal Bonds, Accounting
Education
Drexel University - LeBow College of Business 2005 — 2010
Bachelor of Science, Business Administration: Accounting and Finance
McCormick Taylor, Inc. April 2012 - Present
PRG Real Estate Management June 2009 - April 2012
Penn Capital Management May 2007 - June 2009
AmeriQuest Transportation Services 2006 - 2007
Skills
Accounting, Financial Analysis, Microsoft Excel, Budgets, Due Diligence, Microsoft Office, Financial Reporting, Microsoft Word, PowerPoint, Accounts Payable, Financial Modeling, Asset Managment, Expense Management, Revenue Forecasting, Profitability Tracking, Ad Hoc Reporting, Business Process..., Asset Management
Education
Rutgers University 2010 — 2012
Bachelor of Science (BS), Accounting, 3.8
Susquehanna University 2003 — 2007
Bachelor of Science (BS), Finance, Economics, 3.4
PENN Capital Management March 2006 - Present
Nuveen Investments June 2000 - March 2006
Merrill Lynch June 1998 - June 2000
Skills
Portfolio Management, Equities, Investments, Trading
Education
Temple University 2002 — 2005
Master of Business Administration (M.B.A.), Finance
DeSales University 1994 — 1998
Bachelor of Science (B.S.), Finance