Penn Capital Management

Description

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

Employee
Years
Job
Industry
Brian Killian Brian Killian Rockville, Maryland Details
Brian Killian's Penn Capital Management Experience 2008 - 2008
Job Audit & Delinquency Manager at National Electrical Benefit Fund
Industry Financial Services
Experience
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

Patrick Nolan Patrick Nolan West Palm Beach, Florida Area Details
Patrick Nolan's Penn Capital Management Experience March 2008 - March 2014
Job VP, Large Cap Growth Portfolio Manager, former Hedge Fund Portfolio Managermicro/smallcap equities/High Yield Credit
Industry Investment Management
Experience
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

Kadija Cole Kadija Cole Greater Philadelphia Area Details
Kadija Cole's Penn Capital Management Experience December 2013 - August 2014
Job Staff Accountant at Baker Tilly Virchow Krause, LLP
Industry Higher Education
Experience
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

Elizabeth Oleykowski Elizabeth Oleykowski Greater Los Angeles Area Details
Elizabeth Oleykowski's Penn Capital Management Experience December 2008 - December 2009
Job Brand Manager
Industry Cosmetics
Experience
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

Kaitlyn Jones Kaitlyn Jones Philadelphia, Pennsylvania Details
Kaitlyn Jones's Penn Capital Management Experience April 2013 - August 2014
Job Junior High Yield Trader at PENN Capital Management Company, Inc.
Industry Financial Services
Experience
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

Francis Longo Francis Longo New York, New York Details
Francis Longo's Penn Capital Management Experience May 2009 - August 2009
Job Manager, Development and Acquisitions at Masterworks Development Corporation
Industry Real Estate
Experience
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

Danielle Bloomfield Danielle Bloomfield Greater Philadelphia Area Details
Danielle Bloomfield's Penn Capital Management Experience December 2013 - July 2015
Job Advisor at Advocare
Industry Investment Management
Experience
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

Brandon Lopez Brandon Lopez Greater New York City Area Details
Brandon Lopez's Penn Capital Management Experience July 2012 - January 2013
Job Marketing at Lenox
Industry Marketing and Advertising
Experience
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

Christopher Lex Christopher Lex Greater Philadelphia Area Details
Christopher Lex's Penn Capital Management Experience September 2007 - March 2008
Job Financial Advisor at VALIC
Industry Financial Services
Experience
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

George Sworo George Sworo Greater Philadelphia Area Details
George Sworo's Penn Capital Management Experience September 2014 - August 2015
Job Software Engineer at INVIDI Technologies
Industry Telecommunications
Experience
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

Karissa Musser Karissa Musser Greater Philadelphia Area Details
Karissa Musser's Penn Capital Management Experience August 2007 - October 2009
Job Benefit Account Manager at Johnson, Kendall & Johnson
Industry Insurance
Experience
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

Melissa Currie Melissa Currie Greater Philadelphia Area Details
Melissa Currie's Penn Capital Management Experience September 2014 - Present
Job Creative Manager at PENN Capital Management
Industry Financial Services
Experience
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.

Chuck Virtu Chuck Virtu Greater Philadelphia Area Details
Chuck Virtu's Penn Capital Management Experience November 2007 - January 2009
Job Director Technology at Petplan
Industry Information Technology and Services
Experience
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

Steve Leming Steve Leming Greater Philadelphia Area Details
Steve Leming's Penn Capital Management Experience 2011 - Present
Job Regional Director at Penn Capital Management
Industry Investment Management
Experience
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

Jordan Schneider, MBA, CIMA® Jordan Schneider, MBA, CIMA® Greater Philadelphia Area Details
Jordan Schneider, MBA, CIMA®'s Penn Capital Management Experience April 2008 - July 2009
Job Vanguard Internal Sales || Financial Advisor Services || Drexel LeBow
Industry Financial Services
Experience
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

John Larson John Larson Greater Philadelphia Area Details
John Larson's Penn Capital Management Experience April 1995 - July 1998
Job Director, Institutional Sales & Consultant Relations at HGK Asset Management, Inc.
Industry Investment Management
Experience
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

Patrick Masucci Patrick Masucci Greater Philadelphia Area Details
Patrick Masucci's Penn Capital Management Experience January 2014 - February 2015
Job CoFounder at Venturemasons
Industry Investment Management
Experience
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

Bruce Reiprich Bruce Reiprich Philadelphia, Pennsylvania Details
Bruce Reiprich's Penn Capital Management Experience January 2014 - Present
Job PENN Capital Management Controller
Industry Financial Services
Experience
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

Ben Kim Ben Kim Calgary, Canada Area Details
Ben Kim's Penn Capital Management Experience 2003 - 2005
Job Business Controller at Axia NetMedia Corp.
Industry Oil & Energy
Experience
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

Ryan Wheeler Ryan Wheeler Greater Philadelphia Area Details
Ryan Wheeler's Penn Capital Management Experience March 2007 - March 2008
Job Portfolio Manager
Industry Investment Management
Experience
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

Bianca Cuniglio Bianca Cuniglio Greater Philadelphia Area Details
Bianca Cuniglio's Penn Capital Management Experience 2008 - 2008
Job Manager at CBIZ
Industry Financial Services
Experience
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

Ronald Chea Ronald Chea Philadelphia, Pennsylvania Details
Ronald Chea's Penn Capital Management Experience April 2014 - March 2015
Job Aspiring Financial Analyst
Industry Financial Services
Experience
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

Bob Doctor, CFA Bob Doctor, CFA Greater New York City Area Details
Bob Doctor, CFA's Penn Capital Management Experience August 2010 - August 2011
Job Equity Research Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley  March 2013 - Present
Stephens Inc.  August 2011 - March 2013
Penn Capital Management   August 2010 - August 2011

Education
Providence College
Economics

Peter Reitmeyer Peter Reitmeyer Greater Philadelphia Area Details
Peter Reitmeyer's Penn Capital Management Experience February 2011 - August 2014
Job Vice President, Client Consultant at Manning & Napier
Industry Financial Services
Experience
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

John G. Livewell John G. Livewell Philadelphia, Pennsylvania Details
John G. Livewell's Penn Capital Management Experience November 2008 - Present
Job Chief Compliance Officer at Penn Capital Management
Industry Investment Management
Experience
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

DJ Polis DJ Polis Greater Philadelphia Area Details
DJ Polis's Penn Capital Management Experience September 2008 - Present
Job Manager of Business Operations at PENN Capital Management
Industry Investment Management
Experience
PENN Capital Management   September 2008 - Present

Education
Stockton University   2004 — 2008
Bachelor's Degree, Business - Finance

Lenape

Anika Ajmera Anika Ajmera Greater New York City Area Details
Anika Ajmera's Penn Capital Management Experience September 2012 - June 2013
Job Business Development at Bit.ly
Industry Marketing and Advertising
Experience
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

Alec Bear, CFA Alec Bear, CFA Cambridge, Massachusetts Details
Alec Bear, CFA's Penn Capital Management Experience December 2011 - August 2013
Job MBA Candidate, Class of 2015 at MIT Sloan School of Management
Industry Investment Management
Experience
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

Steve Veigel Steve Veigel Greater Philadelphia Area Details
Steve Veigel's Penn Capital Management Experience February 1996 - April 1998
Job Principal at Advent Software with 22+ Years in Investment Mgmt Software/Financial Services Industry
Industry Financial Services
Experience
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

Derek Caruso Derek Caruso Greater Philadelphia Area Details
Derek Caruso's Penn Capital Management Experience October 2014 - Present
Job Divisional Director Private Wealth at PENN Capital Management
Industry Financial Services
Experience
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

Bryan Pham Bryan Pham Philadelphia, Pennsylvania Details
Bryan Pham's Penn Capital Management Experience August 2011 - May 2012
Job Client Associate at J.P. Morgan
Industry Investment Management
Experience
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

David Marcucci David Marcucci Greater Philadelphia Area Details
David Marcucci's Penn Capital Management Experience March 2012 - June 2013
Job Quantitative Research Analyst at Glenmede Investment Management
Industry Financial Services
Experience
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

Candace Jerome Candace Jerome Philadelphia, Pennsylvania Details
Candace Jerome's Penn Capital Management Experience January 2006 - Present
Job Client Service Administrator – Family Office International at Stonehage Fleming US LLC
Industry Investment Management
Experience
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

Adam Berenato Adam Berenato Orange County, California Area Details
Adam Berenato's Penn Capital Management Experience September 2003 - October 2009
Job Manager at Michael Kors
Industry Retail
Experience
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

Jason Argyris Jason Argyris Philadelphia, Pennsylvania Details
Jason Argyris's Penn Capital Management Experience April 2012 - May 2013
Job Credit Analyst at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
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

John Kernan, CFA John Kernan, CFA Greater New York City Area Details
John Kernan, CFA's Penn Capital Management Experience June 2006 - August 2006
Job Managing Director at Cowen and Company
Industry Investment Management
Experience
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

Chad Bolen Chad Bolen Philadelphia, Pennsylvania Details
Chad Bolen's Penn Capital Management Experience August 2013 - Present
Job Research Analyst at Penn Capital Management
Industry Capital Markets
Experience
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

Patrick E. Rowan Patrick E. Rowan United States Details
Patrick E. Rowan's Penn Capital Management Experience August 2010 - January 2011
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
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

Marty Keane Marty Keane Greater Philadelphia Area Details
Marty Keane's Penn Capital Management Experience April 2009 - Present
Job Chief Technology Officer & Partner at Penn Capital Management
Industry Information Technology and Services
Experience
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

Kirsten Hocker Kirsten Hocker Greater Philadelphia Area Details
Kirsten Hocker's Penn Capital Management Experience March 2008 - Present
Job Director of Human Resources at Penn Capital Management
Industry Financial Services
Experience
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

Kevin Roche Kevin Roche Greater Philadelphia Area Details
Kevin Roche's Penn Capital Management Experience August 2002 - Present
Job Portfolio Manager at Penn Capital Management
Industry Investment Management
Experience
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

Phillip Chai Phillip Chai San Francisco, California Details
Phillip Chai's Penn Capital Management Experience April 2012 - August 2014
Job Trader at Sentinel Dome Partners
Industry Investment Management
Experience
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

Jerry McBride Jerry McBride Greater Philadelphia Area Details
Jerry McBride's Penn Capital Management Experience Vice President of AccountingNCO GroupJune 1999 - January 2007
Job CFO at PENN Capital Management
Industry Investment Management
Experience
PENN Capital Management   Vice President of AccountingNCO GroupJune 1999 - January 2007

Education
Rutgers University – Camden   1982 — 1986
BA, Accounting

Jonathan Batista Jonathan Batista Philadelphia, Pennsylvania Details
Jonathan Batista's Penn Capital Management Experience April 2006 - September 2006
Job Demand Analyst at Sunoco
Industry Investment Banking
Experience
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

David Neiderer, CFA, CPA David Neiderer, CFA, CPA Greater Philadelphia Area Details
David Neiderer, CFA, CPA's Penn Capital Management Experience May 2011 - April 2013
Job Equity Research Analyst at Conestoga Capital Advisors
Industry Investment Management
Experience
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

Nathan Kurita, CFA Nathan Kurita, CFA Nashville, Tennessee Details
Nathan Kurita, CFA's Penn Capital Management Experience August 2008 - May 2010
Job Financial Advisor / Portfolio Manager at Merrill Lynch
Industry Investment Management
Experience
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

Jeff Brelsford Jeff Brelsford Greater Philadelphia Area Details
Jeff Brelsford's Penn Capital Management Experience June 2010 - June 2010
Job Business Intelligence & Database Developer
Industry Computer Software
Experience
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

Anthony DeVicaris Anthony DeVicaris Greater New York City Area Details
Anthony DeVicaris's Penn Capital Management Experience June 2003 - December 2011
Job Senior Director Institutional Markets at AEGON USA Investment Management, LLC
Industry Financial Services
Experience
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

Greg Kern Greg Kern Greater New York City Area Details
Greg Kern's Penn Capital Management Experience June 2008 - August 2008
Job High Yield / Leveraged Loan Research Analyst
Industry Investment Management
Experience
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

Joe Maguire Joe Maguire Greater Philadelphia Area Details
Joe Maguire's Penn Capital Management Experience January 2005 - Present
Job Portfolio Manager at Penn Capital Management
Industry Investment Management
Experience
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

Christine Formoso Christine Formoso Marietta, Georgia Details
Christine Formoso's Penn Capital Management Experience May 2008 - August 2014
Job Sales Specialist at eVestment
Industry Financial Services
Experience
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

Steven Romasko Steven Romasko New York, New York Details
Steven Romasko's Penn Capital Management Experience May 2010 - May 2011
Job CMBS Research Analyst at Nomura Securities
Industry Investment Banking
Experience
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

Lisa Matson Lisa Matson Greater Philadelphia Area Details
Lisa Matson's Penn Capital Management Experience 2014 - Present
Job General Counsel at PENN Capital Management
Industry Legal Services
Experience
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

Howard Bryerman, CFA, CPA Howard Bryerman, CFA, CPA Greater Philadelphia Area Details
Howard Bryerman, CFA, CPA's Penn Capital Management Experience October 2013 - Present
Job Porfolio Management/High Yield Bonds/Leverage Loans/Distressed Securities
Industry Investment Management
Experience
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

Kevin Serfass Kevin Serfass Greater Philadelphia Area Details
Kevin Serfass's Penn Capital Management Experience October 2003 - October 2006
Job VP of ATM Operations at PNC
Industry Financial Services
Experience
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

Susan Fagnano Susan Fagnano Williamsport, Pennsylvania Area Details
Susan Fagnano's Penn Capital Management Experience February 1999 - September 2001
Job Purchasing Assistant
Industry Logistics and Supply Chain
Experience
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

Rich Simons, CFA Rich Simons, CFA Greater Philadelphia Area Details
Rich Simons, CFA's Penn Capital Management Experience 2013 - Present
Job Healthcare Analyst at Penn Capital Management
Industry Investment Management
Experience
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

Christopher Parris Christopher Parris Greater Philadelphia Area Details
Christopher Parris's Penn Capital Management Experience September 2014 - Present
Job Business Operations Associate at PENN Capital Management
Industry Investment Management
Experience
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

Louis Millares Louis Millares Greater Philadelphia Area Details
Louis Millares's Penn Capital Management Experience May 2005 - February 2010
Job Compliance
Industry Financial Services
Experience
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

Joshua B. Cohen Joshua B. Cohen Greater Philadelphia Area Details
Joshua B. Cohen's Penn Capital Management Experience June 2002 - Present
Job Senior Equity Trader at PENN Capital Management
Industry Investment Management
Experience
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

Chris Paciello Chris Paciello Greater Boston Area Details
Chris Paciello's Penn Capital Management Experience April 2012 - Present
Job Research Analyst at Penn Capital Management
Industry Investment Management
Experience
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

Richardson Saint Bonheur Richardson Saint Bonheur Greater New York City Area Details
Richardson Saint Bonheur's Penn Capital Management Experience August 2013 - December 2013
Job ....
Industry Financial Services
Experience
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

Cyprian Ongeri Nyambane Cyprian Ongeri Nyambane Greater Philadelphia Area Details
Cyprian Ongeri Nyambane's Penn Capital Management Experience August 2009 - May 2012
Job Tax Accounting Coop at Isdaner & Company, LLC
Industry Accounting
Experience
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

Joseph McDonnell Joseph McDonnell Greater Philadelphia Area Details
Joseph McDonnell's Penn Capital Management Experience June 2009 - Present
Job Corporate Accounting Supervisor
Industry Investment Management
Experience
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

Natalie Samacicia Natalie Samacicia Greater New York City Area Details
Natalie Samacicia's Penn Capital Management Experience September 2008 - March 2010
Job SMA Trading Specialist at SEI
Industry Investment Management
Experience
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

Shelly Drumheller Shelly Drumheller Greater Philadelphia Area Details
Shelly Drumheller's Penn Capital Management Experience May 2007 - June 2009
Job Senior Accountant at McCormick Taylor, Inc.
Industry Accounting
Experience
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

James Klinger James Klinger Bensalem, Pennsylvania Details
James Klinger's Penn Capital Management Experience March 2006 - Present
Job Senior Equity Trader at Penn Capital Management
Industry Investment Management
Experience
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