Permal Asset Management

Industry: Hedge fund company

Description

Permal Group is a global investment management firm focused on hedge funds and private equity funds products for international investors. Permal, founded in 1973, operates one of the oldest fund of hedge funds and manages approximately $22 billion in assets. Headquarters: New York City, NY Founded: 1973 Total assets: 22 billion USD Subsidiaries: EnTrust Partners Offshore LP, Parent organization: Legg Mason

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Permal Asset Management Employees

Employee
Years
Job
Industry
Jake Marcus Jake Marcus Greater Boston Area Details
Jake Marcus's Permal Asset Management Experience September 2011 - December 2011
Job JD/MBA Candidate at University of Miami
Industry Financial Services
Experience
Team Intestinal Fortitude   November 2010 - Present
MetroWest Legal Services  May 2015 - August 2015
Boston Housing Court  May 2014 - August 2014
Brown Brothers Harriman  June 2012 - July 2013
Morgan Stanley Smith Barney  December 2011 - May 2012
Permal Asset Management   September 2011 - December 2011
VizLingo LLC  May 2011 - August 2011
Marcus, Errico, Emmer & Brooks   May 2005 - 2011
Yarmouth-Dennis Red Sox  May 2010 - August 2010

Skills
Bloomberg, Microsoft Office, Fundraising, Mutual Funds, Securities, Financial Reporting, Microsoft Excel, Finance, Investments, Portfolio Management, Private Equity, Financial Analysis, Financial Services, Alternative Investments, Real Estate, Asset Management, Bloomberg Terminal, Equities, Valuation

Education
University of Miami   2013 — 2017
JD/MBA Candidate

Stonehill College   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Economics

Fordham University   2011 — 2011
Finance

James Cook University   2010 — 2010

Oliver Ames High School

Amos Vernon Amos Vernon Greater New York City Area Details
Amos Vernon's Permal Asset Management Experience January 2011 - August 2012
Job Writer at Funny Or Die
Industry Entertainment
Experience
Funny Or Die  March 2015 - Present
The Onion  2011 - Present
ClickHole   June 2014 - Present
The Upright Citizens Brigade Theatre  2011 - Present
Boat Comedy   2010 - Present
Permal Asset Management   January 2011 - August 2012
World Learning  2008 - 2009

Skills
Conflict Resolution, Improvisational Comedy, Event Planning, Creative Writing, Acting, Entertainment

Education
UC Berkeley   2004 — 2008
BS, Peace and Conflict Studies, Spanish

Eren Tufekci, PhD Eren Tufekci, PhD Greater New York City Area Details
Eren Tufekci, PhD's Permal Asset Management Experience 2007 - 2007
Job Assistant Vice President, Senior Quantitative Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  October 2013 - Present
OppenheimerFunds  November 2010 - September 2013
Finans Network   2006 - June 2011
Caravel Management   September 2009 - November 2009
New York University  2004 - 2009
Permal Asset Management   2007 - 2007
Iktisat Investment   2002 - 2002

Skills
Portfolio Management, Valuation, Fixed Income, Equities, Bloomberg, Hedge Funds, Capital Markets, Risk Management, Investments, Financial Markets, Asset Management, Economics, Financial Risk, Emerging Markets, Finance

Education
New York University   2004 — 2009
Ph.D.

New York University   2002 — 2004
Master of Arts

The London School of Economics and Political Science (LSE)   1999 — 2002
Bachelor of Science

   1998 — 2002
Bachelor of Science

MIKE (Merih) OZUGUZEL MIKE (Merih) OZUGUZEL Dayton, Ohio Details
MIKE (Merih) OZUGUZEL's Permal Asset Management Experience January 2012 - May 2012
Job Logistics Analyst at American Power LLC.
Industry Transportation/Trucking/Railroad
Experience
American Power LLC.   July 2014 - January 2015
University of Rochester  August 2013 - June 2014
St. Lawrence University  January 2013 - May 2013
Crown Royalty Investment Fund   January 2013 - May 2013
St. Lawrence University  2010 - 2013
Crown Royalty Investment Fund   2010 - 2013
Permal Asset Management   January 2012 - May 2012
St. Lawrence University  2010 - 2012

Skills
Leadership, Microsoft Excel, Research, Data Analysis, Public Speaking, Microsoft Office, Investments, Portfolio Management, Economics, Financial Modeling, Fixed Income Securities, Financial Statement..., Fixed Income

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2013 — 2014
MSF, Portfolio Management

St. Lawrence University   2009 — 2013
Bachelor of Science, Economics and Mathematics dual major

The Koc School

Eliot Durbin Eliot Durbin Greater New York City Area Details
Eliot Durbin's Permal Asset Management Experience July 2006 - December 2008
Job General Partner @ BOLDstart Ventures
Industry Venture Capital & Private Equity
Experience
BOLDstart Ventures   April 2010 - Present
Penny Black Holdings LLC   2008 - December 2012
Permal Asset Management   July 2006 - December 2008
Templates.com   2000 - 2002

Skills
Start-ups, Finance, Investments, Business Development, Seed Capital, Mobile Internet, B2B, SaaS, Marketing, Venture Capital, Sales, Entrepreneurship, Angel Investing, Corporate Development, Private Equity, Management, Mobile Devices, Strategic Partnerships, Mergers & Acquisitions, Capital Raising, Deal Sourcing, Venture Financing, Lean Startup, Go-to-market Strategy, Start-up Ventures, Early-stage Startups, Private Placements, New Ventures

Education
Georgetown University   2003 — 2006
Bachelor of Arts (BA)

Columbia University in the City of New York   2007 — 2008
Post Grad - Study, Finance, Accounting, Statistics, Economics

Joe Cummings Joe Cummings Greater New York City Area Details
Joe Cummings's Permal Asset Management Experience December 2006 - January 2007
Job Professional Actor
Industry Entertainment
Experience
Professional Acting   May 2007 - Present
Scott Powers Studio, Inc.   2008 - August 2011
Permal Asset Management   December 2006 - January 2007
Marist College Human Resources Department   August 2006 - December 2006
Pyramid Management Group, Inc.   May 2006 - August 2006
Bank of Scotland (Ireland)   January 2006 - May 2006

Skills
Improvisation, Singing, Commercials, Theatre, Musical Theatre, Film, Television, Teleprompter, Dialects, Drama, Entertainment, Music, Piano, Screenwriting, Video, Voice Over, Short Films, Radio, Creative Writing, Publicity, Producing, Comedy, Video Production, Film Production, Voice Acting

Education
Marist College   2003 — 2007
BS, Business Administration/Finance

Dublin Business School   2006 — 2006
Business

Frank Bumbalo Frank Bumbalo Brooklyn, New York Details
Frank Bumbalo's Permal Asset Management Experience January 2006 - September 2006
Job Account Executive at Disney Publishing Worldwide
Industry Publishing
Experience
Disney Publishing Worldwide  April 2011 - Present
HarperCollins Publishers  September 2006 - March 2011
Harper Collins Publishers  September 2006 - March 2011
Permal Asset Management   January 2006 - September 2006
Brown Brothers Harriman  June 2004 - December 2005
US Clearing  October 2000 - June 2004

Skills
Microsoft Excel, Microsoft Office, Creative Writing, Sales Operations, Analytics, Digital Media, Digital Marketing, Publishing, CRM, Online Advertising, Marketing, Books, Forecasting, Business Development, Management

Education
St. Francis College   1995 — 2000
Bachelor of Arts (B.A.), Communication and Media Studies

St. Francis College   1995 — 2000
Bachelor of Arts, Communication

Xaverian High School   1991 — 1995

Johnny Cho Johnny Cho Pasadena, California Details
Johnny Cho's Permal Asset Management Experience April 2011 - July 2011
Job Senior Research Associate at Himalaya Capital
Industry Financial Services
Experience
Himalaya Capital   June 2013 - Present
Courant investment partners   January 2013 - May 2013
Discerene Value Advisors LLC   September 2012 - March 2013
Permira  June 2012 - August 2012
Platinum Partners  December 2011 - July 2012
Permal Asset Management   April 2011 - July 2011
Asia Corporate Restructuring Company   January 2010 - March 2011
Samsung Asset Management   February 2008 - December 2009
NHN  July 2005 - August 2007

Skills
Investments, Portfolio Management, Equities, Asset Allocation, Hedge Funds, Valuation, Value Investing, Equity Research Analysis

Education
Columbia University - Columbia Business School   2011 — 2013
Master of Business Administration (MBA), Finance, General

서울대학교 / Seoul National University   1999 — 2004
Bachelor of Science (BS), Computer Science

J Regalado J Regalado New York, New York Details
J Regalado's Permal Asset Management Experience June 2009 - September 2009
Job Electronic Trading at Barclays Capital
Industry Financial Services
Experience
Barclays  May 2011 - Present
Echoing Green  February 2013 - Present
Maize & Blue Fund   November 2009 - November 2011
Barclays Capital  June 2010 - August 2010
Permal Asset Management   June 2009 - September 2009
Merrill Lynch  June 2008 - August 2008

Skills
Equities, Portfolio Management, Valuation, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Bloomberg, Capital Markets, Asset Managment, Hedge Funds, Equity Research, Derivatives, Business Strategy, Microsoft Excel, Python, SQL, K Programming Language, Fixed Income, Trading, Finance

Education
University of Michigan - Stephen M. Ross School of Business   2006 — 2011
Bachelors of business Administration, Finance, economics

Detroit Country Day School   2002 — 2006

Calvin Cheng Calvin Cheng New York, New York Details
Calvin Cheng's Permal Asset Management Experience September 2010 - December 2010
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company  October 2014 - Present
Wells Fargo Securities  June 2013 - October 2014
Wells Fargo Securities  June 2012 - August 2012
Perry Capital  August 2011 - December 2011
Stamos Capital Partners, L.P.   June 2011 - August 2011
Permal Asset Management   September 2010 - December 2010

Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Valuation, Equity Research, Equities, Fixed Income, Credit Derivatives, Hedge Funds, Alternative Investments, Mergers & Acquisitions, LBO, Capital Markets, Microsoft Excel, Financial Analysis, Investment Banking

Education
New York University - Leonard N. Stern School of Business   2009 — 2013
B.S., Finance, Economics

East China Normal University

Ari Feldman Ari Feldman Greater New York City Area Details
Ari Feldman's Permal Asset Management Experience June 2010 - August 2010
Job M.S. in Financial Engineering at Columbia University
Industry Financial Services
Experience
TIAA-CREF Asset Management  June 2015 - August 2015
Duff & Phelps  October 2013 - August 2014
Duff & Phelps  July 2011 - September 2013
Permal Asset Management   June 2010 - August 2010
Hain Capital Group, LLC  July 2009 - November 2009
Hain Capital Group, LLC  June 2008 - July 2008

Skills
Valuation, DCF, Capital Markets, Financial Modeling, Bloomberg, Financial Analysis, Hedge Funds, Private Equity, Microsoft Excel, Equities, Capital IQ, Corporate Finance, Equity Valuation, Business Valuation, Alternative Investments, Investment Banking, Derivatives, Equity Research, Investments, Due Diligence, Economics, Fixed Income, Java, C++, Visual Basic, Matlab

Education
Columbia Engineering   2014 — 2015
Master of Science (M.S.), Financial Engineering

Yeshiva University   2006 — 2011
Bachelors, Mathematics, Economics

Leopoldo F. Diaz Leopoldo F. Diaz Greater New York City Area Details
Leopoldo F. Diaz's Permal Asset Management Experience June 2011 - July 2012
Job Commercial Real Estate Senior Associate at CCSC
Industry Financial Services
Experience
Capital Crossing Servicing Company LLC  April 2015 - Present
Asociacion IDEAS   December 2007 - Present
Doral Bank  March 2013 - March 2015
Permal Asset Management   June 2011 - July 2012
Penny Black   November 2010 - June 2011
Cemex Venezuela, S.A.C.A   June 2007 - September 2008
Pan American Development Foundation  September 2006 - June 2007

Skills
Latin America, Business Strategy, International Relations, Strategic Planning, Spanish, English, Economics, Entrepreneurship, Emerging Markets, Portfolio Management, Cross-functional Team..., Management, CRM, Finance, Corporate Finance, Financial Analysis, Mergers & Acquisitions

Education
Fordham University School of Law   2009 — 2010
LL.M., Banking, Corporate and Finance

IESA   2008 — 2008
Corporate Management Certificate

Universidad Católica Andrés Bello   2001 — 2006
Lawyer

Felipe Piedrahita Felipe Piedrahita Greater New York City Area Details
Felipe Piedrahita's Permal Asset Management Experience June 2010 - August 2010
Job Credit Research Analyst at BlackRock
Industry Investment Management
Experience
BlackRock  August 2012 - Present
Quilvest Private Equity  June 2011 - August 2011
Permal Asset Management   June 2010 - August 2010

Skills
Bloomberg, Fixed Income, Financial Analysis, Investments, Bloomberg Terminal, Municipal Bonds, Bonds, Credit Analysis, Valuation

Education
Babson College   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance

Palmer Trinity School   2004 — 2008

MaríaElena Núñez-Fiallos MaríaElena Núñez-Fiallos Greater New York City Area Details
MaríaElena Núñez-Fiallos's Permal Asset Management Experience December 2001 - November 2008
Job Executive Assistant to the President at Arthur J. Finkelstein & Associates
Industry Banking
Experience
Arthur J. Finkelstein & Associates   May 2014 - Present
Avon Products, Inc.   January 2010 - April 2014
Permal Asset Management   December 2001 - November 2008

Skills
Foreign Languages, Microsoft Office, Excel, PowerPoint, Word, Spanish, Outlook, Lotus Notes, Spreadsheets, Customer Relations, Event Planning, Calendars, Teamwork, Coordination, Problem Solving, Conferences, Public Relations, Telephone Skills, Fax, Administrative Support, Microsoft Excel, Administrative..., Microsoft Word, Customer Service, Management, Human Resources, Analysis, Office Management, Sales, Data Entry, Databases, Employee Relations, Access, Administrative...

Education
Barnard College   1982 — 1986
Liberal Arts

Richard Rebasti Richard Rebasti Greater New York City Area Details
Richard Rebasti's Permal Asset Management Experience April 2008 - March 2012
Job AVP of Information Technology at Permal Group
Industry Information Technology and Services
Experience
Permal Group  October 2013 - Present
Permal  March 2012 - October 2013
Permal Asset Management   April 2008 - March 2012
Franklin Credit Management  May 2007 - April 2008
Tribeca Lending Corporation  July 2004 - May 2007
Tribeca Lending Corporation  July 2003 - July 2004

Skills
Databases, HTML, Microsoft SQL Server, Software Development, SDLC, Windows, Software Documentation, T-SQL, Windows Server, Virtualization, Security, Network Security, Servers, Technical Support, SQL, Disaster Recovery, Project Management, Active Directory, Business Analysis, Crystal Reports, Database Administration, Information Technology, Windows 7, Access, Unix, XML, Oracle

Education
Boston University   2011 — 2012
M.S., Computer Information Systems with Concentration in Security, 3.63

Sacred Heart University   1999 — 2003
B.S., Computer Science - Information Technology, 3.25

Renita Ramjit Renita Ramjit Greater New York City Area Details
Renita Ramjit's Permal Asset Management Experience March 2008 - October 2008
Job Experienced Executive Assistant
Industry Investment Banking
Experience
RBC Capital Markets  February 2012 - June 2013
RBC Capital Markets  December 2010 - January 2011
Permal Asset Management   March 2008 - October 2008
Rothschild  June 2003 - November 2007

Skills
Administrative..., Outlook, Microsoft Excel, PowerPoint, Office Management, Travel Arrangements, Microsoft Word, Microsoft Office, Research, Office Administration, Confidentiality, Access, Invoicing, Administrative...

Education
State University of New York at   1994 — 1996
Bachelors of Arts, Multidisciplinary Studies (Liberal Arts); History and Sociology

City University of New York
AAS, Nursing

Benjamin Johnston, CFA Benjamin Johnston, CFA New York, New York Details
Benjamin Johnston, CFA's Permal Asset Management Experience December 2006 - May 2013
Job MBA student at Columbia Business School
Industry Investment Management
Experience
Ridgefield Family Partners   2014 - 2015
Alpha Pipe Inc.   May 2013 - August 2014
Glanstone Capital   2014 - 2014
Artivest  2014 - 2014
Permal Asset Management   December 2006 - May 2013
Lerch, Vinci & Higgins, LLP   March 2005 - December 2006
AIG  December 2004 - March 2005

Education
Columbia Business School   2013 — 2015
Master of Business Administration (M.B.A.)

James Madison University - College of Business   2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, Economics, Biology

Mathew Lindenmayer Mathew Lindenmayer Greater Boston Area Details
Mathew Lindenmayer's Permal Asset Management Experience May 2007 - August 2007
Job Manager Capital Markets Accounting Advisory at PwC
Industry Accounting
Experience
PwC  September 2011 - Present
PricewaterhouseCoopers  September 2008 - August 2011
Permal Asset Management   May 2007 - August 2007

Skills
GAAP, Revenue Recognition, IFRS, Divestitures, Carve-outs

Education
Babson College - Franklin W. Olin Graduate School of Business   2008 — 2009
MSA, Accounting

Stonehill College   2004 — 2008
BSBA, Accounting

Patricia Giovine Patricia Giovine Greater New York City Area Details
Patricia Giovine's Permal Asset Management Experience May 2006 - August 2006
Job Associate ISG Finance Risk Management Team at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  May 2013 - Present
Morgan Stanley  January 2013 - May 2013
Morgan Stanley  August 2010 - December 2012
R Brown Partners   October 2008 - July 2010
Northwestern Mutual  May 2008 - June 2009
AIG  June 2007 - August 2007
Permal Asset Management   May 2006 - August 2006

Skills
Bloomberg, Financial Modeling, Fixed Income, Finance, Securities, Management

Education
Boston University   2005 — 2009
Economics; Business Administration, Economics, Business

Adam Perez Adam Perez Greater Boston Area Details
Adam Perez's Permal Asset Management Experience 2005 - 2009
Job Investment Director at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates  July 2012 - Present
Cambridge Associates  2011 - August 2012
Permal Asset Management   2005 - 2009
Permal Asset Management   1999 - 2005

Skills
Due Diligence, Hedge Funds, Asset Management, Equities, Investments, Alternative Investments, Fixed Income, Portfolio Management, Investment Management, Investment Strategies, Mutual Funds

Education
New York University - Leonard N. Stern School of Business   2004 — 2007
MBA, Specialization in Finance

London Business School   2005 — 2005

New York University   1995 — 1999
BA, Economics and East Asian Studies

Alan Shih Alan Shih Greater New York City Area Details
Alan Shih's Permal Asset Management Experience July 2011 - May 2013
Job CPA Analytics Heavyweight with an Entrepreneurial spark
Industry Financial Services
Experience
The Whistle  May 2014 - Present
Google  May 2013 - May 2014
LivePlay   September 2012 - November 2013
Permal Asset Management   July 2011 - May 2013
Explore Dominican Republic   January 2011 - May 2013
Ernst & Young  May 2008 - May 2010

Skills
Hedge Funds, Accounting, Auditing, Fluent in Spanish, Proficient in..., Internal Controls, Finance, Financial Modeling, Business Strategy, Financial Analysis, Corporate Finance, Management, Microsoft Excel, Financial Reporting, Microsoft Office, Valuation, Analysis, Investments, Strategic Planning

Education
Boston College - Carroll School of Management   2004 — 2008
Bachelor of Science, Finance/Accounting

Peking University   2006 — 2006
Chinese (Mandarin)

Carol Morgan School   2000 — 2004
High School

Daphne Huang Daphne Huang Greater New York City Area Details
Daphne Huang's Permal Asset Management Experience January 2010 - May 2014
Job MBA Candidate, Columbia Business School
Industry Investment Management
Experience
Citi  June 2015 - August 2015
Permal Asset Management   January 2010 - May 2014
Concord Capital Management   August 2009 - December 2009
PineBridge Investments  April 2007 - August 2009
Ernst & Young LLP  October 2004 - March 2007

Skills
Hedge Funds, Fund Of Funds, Operational Due..., Due Diligence, Alternative Investments, Asset Managment, Bloomberg, Asset Management, Corporate Finance, Financial Modeling, Investment Management, Fixed Income, Capital Markets, Investments, Finance, Financial Analysis, Equities

Education
Columbia University - Columbia Business School   2014 — 2016
Master of Business Administration (MBA)

New York University - Leonard N. Stern School of Business   2000 — 2004
BS, Finance, Accounting

Marilyn Reed Marilyn Reed Greater New York City Area Details
Marilyn Reed's Permal Asset Management Experience 2006 - 2008
Job Independent Video Producer
Industry Media Production
Experience
Marilyn Reed Productions   November 2001 - Present
Permal Asset Management   2006 - 2008
Marsh  February 2002 - 2008
Merrill Lynch  1978 - 2002
Nadler & Larimer   1975 - 1978

Skills
Broadcast, Video Production, Social Media, Editing, Video, Corporate Communications, Marketing Strategy, Business Case, Strategy, Creative Writing, Digital Media, Television, Event Management, Multimedia, Creative Direction, Event Planning, Management, CRM

Education
Columbia University in the City of New York   2004 — 2006
Morningside Institute Program in Conservation Biology, Conservation Biology

Brandeis University   1972 — 1974
MFA, Theatrical Design

University of California, Davis   1967 — 1971
BA, Theatrical Design

Joseph Pottackal Joseph Pottackal Boston, Massachusetts Details
Joseph Pottackal's Permal Asset Management Experience January 2010 - May 2010
Job Senior Associate at The Siegfried Group
Industry Accounting
Experience
The Siegfried Group  October 2014 - Present
Wolf & Company, P.C.   September 2011 - October 2014
Wolf & Company, P.C.   March 2012 - April 2012
G.T. Reilly & Company   May 2010 - August 2010
Permal Asset Management   January 2010 - May 2010
Grant Thornton UK LLP  September 2009 - December 2009

Skills
Microsoft Word, Microsoft Excel, Caseware, Lacerte, Profx, QuickBooks, Auditing, Financial Statements, US GAAP, Tax Returns, Tax, Banking, Financial Accounting, Financial Reporting, Internal Controls, Corporate Tax, SEC filings, Financial Analysis, Hedge Funds, Sarbanes-Oxley Act, Investments, Nonprofits, Forensic Accounting, Employee Benefits, Revenue Recognition, Partnership Taxation, Budgets, Risk Management, Team Building, IFRS, Tax Research

Education
Stonehill College   2007 — 2011
Bachelors of Science in Business Administration, Accounting

Fordham University   2010 — 2010
Accounting Information Systems

Imperial College London   2009 — 2009
Business Administration

Saint Johns High School

JD Singh JD Singh Greater New York City Area Details
JD Singh's Permal Asset Management Experience July 2010 - April 2013
Job SVP Business Development/Product Development at Vetr.com
Industry Financial Services
Experience
Vetr.com   May 2014 - Present
JDSingh Consulting   January 2012 - Present
Manhattan Sikh Association   2010 - Present
WhisperInvest   July 2013 - May 2014
Permal Asset Management   July 2010 - April 2013
1199 National Benefit Fund  November 2007 - July 2010

Skills
Hedge Funds, Bloomberg, Alternative Investments, Equities

Education
Rutgers, The State University of New Jersey-Newark   2001 — 2006
Bachelor of Science (B.S.), Finance

Parsippany Hills High School

Justin Serioux Justin Serioux Greater New York City Area Details
Justin Serioux's Permal Asset Management Experience November 2012 - January 2013
Job Investment Banking Analyst at Crédit Agricole CIB
Industry Investment Banking
Experience
Crédit Agricole CIB  January 2015 - Present
CME Group  November 2013 - March 2014
Federal Home Loan Bank of New York  May 2013 - August 2013
Permal Asset Management   November 2012 - January 2013
RBC Capital Markets  June 2012 - August 2012
UBS Wealth Management  September 2011 - December 2011
World Trade Financial Group  April 2009 - July 2009

Skills
Investment Banking, Capital Markets, Credit Analysis, Analysis, Leveraged Finance, Leveraged Lending, Corporate Finance, Fixed Income, Modeling, Trading, Bloomberg, Equities, Finance, Equity Research, Bloomberg Terminal, Microsoft Excel, Hedge Funds, Trading Strategies, Research, Financial Services, PowerPoint, Stock Picking, Financial Analysis, Model Portfolios, Sales, Business Analysis, SNL, CRM, Data Entry, Equity Trading, Stocks, Fundamental Research, Macro, Vlookup, MS Excel Pivot Tables, Pivot Tables, 10K, Portfolio Management, Derivatives, Financial Modeling, Investments, Valuation, Financial Markets, Financial Structuring, Microsoft Office, Alternative Investments, Banking, Bonds, Asset Management

Education
Baruch College   2011 — 2014
Bachelor of Arts

Michael Pechersky, CFA Michael Pechersky, CFA New York, New York Details
Michael Pechersky, CFA's Permal Asset Management Experience 2000 - 2002
Job Wealth Advisor at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC  2012 - Present
the Observatory  2010 - 2012
Westrock Group Inc.   2009 - 2010
UBP Asset Management LLC   2008 - 2009
MERRILL LYNCH & CO  2006 - 2008
Citigroup  2002 - 2006
Permal Asset Management   2000 - 2002
Morgan Stanley  1998 - 2000
Oppenheimer Capital  1996 - 1997
Northstar  1995 - 1996

Education
CFA Institute   1999 — 2001
CFA

Pace University - Lubin School of Business   1997 — 2000
MBA, Investment Management

City University of New York-Brooklyn College   1992 — 1995
BS, Accounting

Brian Valero Brian Valero New York, New York Details
Brian Valero's Permal Asset Management Experience April 2011 - August 2011
Job CoFounder at DropGlobal
Industry Sporting Goods
Experience
DropGlobal   January 2013 - Present
Columbia Startup Lab   June 2014 - June 2015
Ramius Capital Group  May 2013 - June 2015
Lyxor Asset Management  July 2012 - May 2013
Permal Asset Management   April 2011 - August 2011
INTL Hencorp Futures, L.C.   May 2010 - August 2010

Skills
Fluent in Spanish, Basic proficiency in..., Microsoft Office, Microsoft Excel, PowerPoint, Bloomberg, Microsoft Word, Hedge Funds, Research, Social Media, Outlook, Economics, Spanish

Education
Columbia University in the City of New York   2008 — 2012
Bachelors, Economics-Political Science

Columbia University in the City of New York
Bachelor of Arts (B.A.)

Rebecca Hoover, MST Rebecca Hoover, MST Greater Boston Area Details
Rebecca Hoover, MST's Permal Asset Management Experience January 2010 - May 2010
Job Tax Staff Associate II at Kirkland Albrecht & Fredrickson
Industry Accounting
Experience
KAF Financial Group  October 2011 - Present
Humboldt Storage & Moving  May 2011 - September 2011
Permal Asset Management   January 2010 - May 2010
Grant Thornton  September 2009 - December 2009
Social Security Law Group  May 2008 - September 2009

Skills
Accounting, Tax, Corporate Tax, Tax Preparation, Income Tax, Tax Returns, Financial Reporting, Financial Accounting, GAAP, Tax Accounting, Financial Statements, Fixed Assets, Microsoft Excel, Microsoft Word, Outlook, Forensic Accounting, Small Business, PowerPoint, External Audit, Microsoft Office, Auditing, US GAAP

Education
Northeastern University   2011 — 2013
Master of Science, Taxation

Stonehill College   2007 — 2011
Bachelor of Science in Business Administration, Accounting

Marie-Helene McAndrew Marie-Helene McAndrew Greater New York City Area Details
Marie-Helene McAndrew's Permal Asset Management Experience June 2003 - September 2015
Job Managing Director, Perella Weinberg Partners
Industry Banking
Experience
Perella Weinberg Partners  September 2015 - Present
Permal Asset Management   June 2003 - September 2015
Credit Suisse Asset Management  2000 - 2003
Permal Asset Management   1996 - 1999

Skills
Alternative Investments, Fund Of Funds, Hedge Funds, Portfolio Management, Global Macro, Investments, Asset Management, Asset Allocation

Education
Columbia University - School of International and Public Affairs
Master of International Affairs, International Affairs and Finance

Georgetown University   1991 — 1995
BSBA, Finance, General

Lycee Alexandre Dumas

Christopher Bessette Christopher Bessette Greater Boston Area Details
Christopher Bessette's Permal Asset Management Experience January 2009 - June 2009
Job Senior Client Account Manager Investor Services and Markets at Brown Brothers Harriman
Industry Investment Banking
Experience
Brown Brothers Harriman  June 2012 - Present
Brown Brothers Harriman  September 2010 - June 2012
Permal Asset Management   January 2009 - June 2009

Skills
Corporate Actions, Mutual Funds, Investments, Financial Services, Financial Modeling, Valuation, Bloomberg

Education
Stonehill College   2006 — 2010
Bachelor of Science in Business Administration, Finance, Economics

Sandwich High School

Sandwich High School

Patrick Kielty Patrick Kielty Gainesville, Florida Details
Patrick Kielty's Permal Asset Management Experience May 2008 - August 2008
Job Ph.D. Student at University of Florida
Industry Accounting
Experience
University of Florida  August 2013 - Present
Fuqua School of Business  July 2011 - May 2012
City Year  July 2010 - June 2011
University of Massachusetts Amherst  September 2008 - July 2010
Permal Asset Management   May 2008 - August 2008

Skills
SPSS, Social Media, Microsoft Excel, Research, Data Analysis, Financial Modeling, Leadership, Public Speaking, Financial Analysis, PowerPoint, Microsoft Office, Teamwork, Market Research, Microsoft Word, Analysis, Statistics

Education
University of Florida   2013 — 2018
Doctor of Philosophy (Ph.D.), Accounting

Duke University - Fuqua School of Business   2011 — 2012
Masters of Management

University of Massachusetts, Amherst   2008 — 2010
Bachelor's degree, Biochemistry and Economics

Shavon-Cinnamon Smith Shavon-Cinnamon Smith Columbus, Ohio Area Details
Shavon-Cinnamon Smith's Permal Asset Management Experience January 2007 - March 2008
Job Communications and Development Assistant at Tree of Life Christian Schools
Industry Executive Office
Experience
Tree of Life Christian Schools  January 2014 - Present
Cardinal Health  October 2013 - January 2014
Juvenile Diabetes Research Foundation  January 2013 - September 2013
Juvenile Diabetes Research Foundation  January 2012 - January 2013
Permal Group Inc.  March 2008 - June 2011
Permal Asset Management   January 2007 - March 2008
Stephen Jeffries & Associates  February 2005 - January 2007
US Air Force Reserve  March 2000 - January 2005
The American Musical & Dramatic Academy   October 2003 - October 2004
SUNY Fredonia  1998 - 2003

Skills
Event Planning, PowerPoint, Microsoft Office, Volunteering, Calendaring, International Travel, Travel Planning, Bookkeeping, Office Organizing, Organization, Record Keeping, Budgeting, Charity Events, Word, Excel, Mentoring, InDesign

Education
The American Musical & Dramatic Academy College & Conservatory of the Performing Arts   2003 — 2004
Conservatory Graduate, Studio Program

SUNY Fredonia   1998 — 2003
Bachelor of Arts, English

Daniel Sherman Daniel Sherman New York, New York Details
Daniel Sherman's Permal Asset Management Experience May 2009 - August 2009
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
M/C Partners  May 2014 - March 2015
M/C Partners  August 2012 - May 2014
Citi  June 2010 - June 2012
Permal Asset Management   May 2009 - August 2009
Permal Asset Management   May 2008 - August 2008
Bear Stearns  May 2007 - August 2007

Education
University of Pennsylvania - The Wharton School   2015 — 2017
Master of Business Administration (MBA)

Cornell University   2006 — 2010
Bachelor of Arts (BA), Economics, Information Science

Isabel Khoo Isabel Khoo Greater New York City Area Details
Isabel Khoo's Permal Asset Management Experience June 2011 - August 2011
Job Analyst Firm Management at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley  August 2015 - Present
Morgan Stanley  June 2013 - Present
iTeachCommunity   2010 - Present
C.V. Starr Social Entrepreneurship Fellowship   January 2012 - December 2012
Morgan Stanley  June 2012 - August 2012
Permal Asset Management   June 2011 - August 2011

Skills
Economics, Research, Microsoft Excel, Stata, Data Analysis, Social Entrepreneurship, Microsoft Word, Trading

Education
Brown University   2009 — 2013
Economics; Political Science

Scott Kreitz Scott Kreitz Greater New York City Area Details
Scott Kreitz's Permal Asset Management Experience July 2008 - November 2008
Job Vice President, CCAR Process Oversight & Control at Barclays
Industry Financial Services
Experience
Barclays  July 2015 - Present
Barclays  January 2013 - Present
Barclays  July 2010 - December 2012
Koger Inc  March 2009 - July 2010
Permal Asset Management   July 2008 - November 2008
Lehman Brothers  November 2006 - March 2008
Lehman Brothers  January 2003 - November 2006
Deutsche Bank  January 2000 - January 2003
Investors Bank & Trust  June 1998 - January 2000

Skills
Derivatives, Valuation, Hedge Funds, Fixed Income, Due Diligence, Analytics, Financial Markets, FX Options, Microsoft Excel, Bonds, Business Analytics, MIS, Market Data, FX, Interest Rate Swaps, Big Data, Investor Relations, Client Analysis, Rates, Competitive Analysis, Excel, Industry Analysis, Business Objects, Reporting & Analysis, Debt, Investment Valuation, Credit Derivatives, Interest Rate..., Equities, Capital Markets, Management, Finance, Analysis, Investments, Financial Modeling, Financial Services, Financial Analysis, Bloomberg, Banking, Business Analysis, Marketing, Series 7, Securities, Project Management, Credit, Emerging Markets, Alternative Investments, Leadership, Executive Management, Strategy

Education
Brown University
MSc, Marine Organic Chemistry and Climatology

Jesse Suero Jesse Suero Greater Boston Area Details
Jesse Suero's Permal Asset Management Experience August 2004 - January 2005
Job Senior Software Engineer at Digital Results Group, Inc.
Industry Computer Software
Experience
Novetta  July 2015 - Present
Brainshark  January 2011 - July 2015
Kadient (formerly Pragmatech Software, Inc.)   July 2006 - January 2011
Logica CMG  September 2005 - December 2005
Avis Budget Group  June 2005 - August 2005
Permal Asset Management   August 2004 - January 2005

Skills
SaaS, Salesforce.com, SQL, Cloud Computing, Enterprise Software, C#, HTML, Agile Methodologies, Microsoft SQL Server, XML, Databases, Project Management, Appcelerator, Titanium, .NET, Web Development, Software Development, SDLC, JavaScript

Education
Stonehill College   2002 — 2006
BS, Computer Science Major, Mathematics Minor

Jenny Kwan Jenny Kwan Greater New York City Area Details
Jenny Kwan's Permal Asset Management Experience February 2005 - February 2007
Job Junior Controller at Coatue Management
Industry Accounting
Experience
Coatue Management  August 2014 - Present
KKR  February 2007 - July 2014
Permal Asset Management   February 2005 - February 2007

Skills
Accounting, Financial Accounting, Financial Analysis, Tax

Education
City University of New York-Queens College   2000 — 2004
Bachelor of Arts, Accounting

Karrie (Chen) Wang Karrie (Chen) Wang Greater New York City Area Details
Karrie (Chen) Wang's Permal Asset Management Experience June 2005 - October 2006
Job
Industry Financial Services
Experience
American Express  November 2013 - Present
American Express Publishing  August 2010 - November 2013
Source Interlink Media  July 2008 - July 2010
Future Now, Inc.   March 2008 - July 2008
Pulse 360  October 2006 - 2008
Permal Asset Management   June 2005 - October 2006

Education
Skidmore College   2001 — 2005
Bachelor of Arts (B.A.), Double Major International Affairs & Asian Studies with a Business Minor

Mediabistro
Social Media Certificate Program

Baruch College   2010 — 2010
Graphic Design Certificate Program

Beijing Foreign Studies University
Economics and Chinese

University of Melbourne
Marketing and Management

Jaime Alpert Jaime Alpert Greater New York City Area Details
Jaime Alpert's Permal Asset Management Experience July 2012 - Present
Job Operational Due Diligence at Permal Asset Management
Industry Financial Services
Experience
Permal Asset Management   July 2012 - Present

Education
University of Michigan   2001 — 2005

Jenna Rotner Jenna Rotner Greater New York City Area Details
Jenna Rotner's Permal Asset Management Experience May 2006 - November 2007
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2014 - Present
Goldman Sachs  November 2007 - May 2014
Permal Asset Management   May 2006 - November 2007
Debevoise & Plimpton  2004 - 2006

Education
University of Oregon   2000 — 2004

Whitney Mishler, CFA Whitney Mishler, CFA Greater New York City Area Details
Whitney Mishler, CFA's Permal Asset Management Experience June 2013 - Present
Job VP, Portfolio Manager at Permal Asset Management
Industry Investment Management
Experience
Permal Asset Management   June 2013 - Present
Permal Asset Management   January 2011 - June 2013
Permal Asset Management   February 2010 - January 2011
Rasini & C.   September 2007 - February 2010
Morgan Stanley  August 2005 - August 2007

Skills
Series 7, Equity Derivatives, Chartered Financial..., Hedge Funds, Alternative Investments, Finance, Bloomberg, Asset Management, Equities, Fixed Income, Portfolio Management, Investments, Valuation, Capital Markets, Fund Of Funds, Private Equity, Financial Modeling, Derivatives, Equity Research, Asset Allocation, Investor Relations, Securities, Emerging Markets, Investment Management

Education
Syracuse University - Martin J. Whitman School of Management   2001 — 2005
Bachelor of Science (B.S.)

Kaminsky, Jennifer Kaminsky, Jennifer Greater New York City Area Details
Kaminsky, Jennifer's Permal Asset Management Experience January 2003 - August 2005
Job Senior Vice President at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group  August 2005 - Present
Permal Asset Management   January 2003 - August 2005

Skills
Fund Of Funds, Alternative Investments, Hedge Funds, Asset Management, Equities, Private Equity, Fixed Income, Valuation

Education
University at Albany, SUNY   1997 — 2001

Christopher Puzzio Christopher Puzzio Greater New York City Area Details
Christopher Puzzio's Permal Asset Management Experience March 2007 - September 2007
Job Market Risk Analyst
Industry Investment Management
Experience
UBS Global Asset Management  September 2012 - September 2014
UBS  May 2010 - September 2012
SMBC-CM  March 2008 - May 2010
Permal Asset Management   March 2007 - September 2007
Sikorsky Aircraft  June 2003 - July 2006

Skills
Derivatives Valuation, Risk Management, Financial Engineering, Model Calibration, Vanilla & Exotic..., Financial Modeling, Derivatives, Hedge Funds

Education
New York University   2006 — 2007
M.S., Mathematics in Finance, 3.8

Rensselaer Polytechnic Institute at Hartford   2003 — 2005
M.S., Mechanical Engineering, 4.0

University of Michigan   1999 — 2003
B.S., Mechanical Engineering, 3.97

Kyle McDonnell Kyle McDonnell New York, New York Details
Kyle McDonnell's Permal Asset Management Experience May 2007 - August 2007
Job Special Situations Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  March 2014 - Present
Morgan Stanley  July 2009 - Present
Goldman Sachs  May 2008 - August 2008
Permal Asset Management   May 2007 - August 2007
Citi Smith Barney, Inc.   2007 - 2007

Skills
Capital Markets, Trading

Education
St. Lawrence University   2005 — 2009

Choate Rosemary Hall   2001 — 2005
H.S.

Lauren Mehra Lauren Mehra Greater New York City Area Details
Lauren Mehra's Permal Asset Management Experience 1988 - 1999
Job RN, BSN Hospice, Valley Health System
Industry Medical Practice
Experience
Valley Health System  November 2014 - Present
Christian Health Care Center  February 2013 - October 2014
Permal Asset Management   1988 - 1999

Skills
Microsoft Office, Microsoft Word, Home Care, Hospice & Palliative..., Case Management, End-of-life, Nursing Documentation, Leadership, Microsoft Excel, Healthcare Management, BLS, CPR Certified, Clinical Research, Team Building, Marketing

Education
Felician College   2012 — 2013
Bachelor of Science, Nursing

Passaic County Community College   2010 — 2012
RN, Registered Nursing/Registered Nurse

Susquehanna University   1975 — 1979
Bachelor of Science, Marketing, Marketing

Gregory LaFiura Gregory LaFiura Greater New York City Area Details
Gregory LaFiura's Permal Asset Management Experience September 2005 - October 2014
Job Principal, Hedge Funds at Investcorp
Industry Investment Management
Experience
Investcorp  November 2014 - Present
Permal Asset Management   September 2005 - October 2014
Douglas C. Lane & Associates   January 2001 - June 2003
Goldman Sachs  October 2000 - December 2000
Douglas C. Lane & Associates   December 1998 - September 2000

Skills
Equity Research, Hedge Funds, Asset Managment, Alternative Investments, Long/Short Equity, Fund Of Funds, Manager Selection, Due Diligence

Education
University of Michigan - Stephen M. Ross School of Business   2003 — 2005
Master of Business Administration

Lehigh University   1994 — 1998
Bachelor of Arts

Rabiya Akhtar Rabiya Akhtar Greater New York City Area Details
Rabiya Akhtar's Permal Asset Management Experience AssociatePwCJanuary 2006 - September 2007
Job AVP at Permal Asset Management
Industry Financial Services
Experience
Permal Asset Management   AssociatePwCJanuary 2006 - September 2007
Citigroup  2000 - 2003

Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Bloomberg, Financial Analysis, Financial Reporting, Equities, Financial Modeling, Private Equity, Asset Management, Fixed Income, Investments

Education
Manhattan College   2000 — 2003
BS, Accounting

Williston Northampton School   1996 — 1999

SAIS-R   1993 — 1996

Jay Fox Jay Fox Greater New York City Area Details
Jay Fox's Permal Asset Management Experience May 2007 - November 2008
Job Managing Director, Product Strategy & Client Services at The Deal/BoardEx
Industry Information Technology and Services
Experience
The Deal  January 2015 - Present
The Deal  November 2012 - Present
The Deal LLC  April 2009 - November 2012
Permal Asset Management   May 2007 - November 2008
Citi  June 2006 - May 2007
Citibank  June 2005 - June 2006

Skills
Financial Modeling, Equities, Hedge Funds, Private Equity, Product Development, Product Management, User Experience, User Interface Design, Sales, Client Development, Presentation Development, Fixed Income, Financial Markets, Equity Research, Series 63, Valuation, Capital Markets, Financial Analysis, Product Marketing, Sales Management, Business Development, Analysis, Business Analysis, Strategy

Education
University of Michigan   2000 — 2004
BA

Christopher Lavin Christopher Lavin Greater New York City Area Details
Christopher Lavin's Permal Asset Management Experience May 2006 - November 2008
Job Managing Principal at The CGL Consulting Group, LLC
Industry Financial Services
Experience
The CGL Consulting Group, LLC   July 2013 - Present
J.P. Morgan   January 2011 - June 2013
13D Research   May 2010 - December 2010
Permal Asset Management   May 2006 - November 2008
Societe Generale  July 2003 - April 2006
Constellation Financial Management   June 1998 - July 2003
The Chase Manhattan Bank  September 1995 - June 1998
US Trust  July 1985 - September 1995

Skills
Derivatives, Equities, Hedge Funds, Financial Services, Business Strategy, Operations Management, Operational Risk..., Capital Markets

Education
Penn State University
Bachelor of Science, Business Management

Peter Hui Peter Hui Greater New York City Area Details
Peter Hui's Permal Asset Management Experience June 2005 - August 2007
Job Underwriting Manager at ACE Group
Industry Insurance
Experience
ACE Group  November 2011 - Present
The Hartford  July 2008 - December 2011
Permal Asset Management   June 2005 - August 2007

Skills
Financial Analysis, Computer Literate, D&O, Fiduciary, Liability, Underwriting, Insurance, Professional Liability, Employment Practices..., Risk Management, Financial Risk, Commercial Insurance, EPL, Directors & Officers..., Claim

Education
State University of New York at Binghamton   2004 — 2008
BS, Finance, 3.8

Broderick Suozzo Broderick Suozzo Greater New York City Area Details
Broderick Suozzo's Permal Asset Management Experience January 2012 - May 2013
Job VP, Senior Trader at Permal Asset Management LLC
Industry Investment Management
Experience
Permal Asset Management LLC   June 2013 - Present
Permal Asset Management   January 2012 - May 2013
Permal Asset Management   January 2004 - December 2011

Skills
Hedge Funds, Bloomberg, Fund Of Funds, Investment Management, Portfolio Management, Investments, Financial Modeling, Valuation, Financial Analysis

Education
State University of New York at Albany   1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General

Marilyn Schaja Marilyn Schaja Greater New York City Area Details
Marilyn Schaja's Permal Asset Management Experience October 2010 - January 2012
Job Senior Financial Advisor at FCE Group
Industry Investment Management
Experience
FCE Group   January 2012 - Present
Permal Asset Management   October 2010 - January 2012
Ivy Asset Management  April 2001 - September 2010
Donaldson Lufkin & Jenrette  April 1983 - December 2000

Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Series 7, Equities, Investments, Fixed Income, Investment Management, Portfolio Management, Private Equity, Due Diligence, Investor Relations, Asset Allocation, Mutual Funds, Asset Management, Bloomberg, Derivatives, Securities

Education
New York University - Leonard N. Stern School of Business   1985 — 1989
MBA, Finance

Binghamton University   1979 — 1983
BS, Economics/Mathematics

Andie Delgado Andie Delgado New York, New York Details
Andie Delgado's Permal Asset Management Experience June 2010 - August 2010
Job Client Service Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   July 2015 - Present
Barclays Wealth and Investment Management  August 2011 - October 2014
Permal Asset Management   June 2010 - August 2010

Skills
Series 7, Series 63, Series 65, Microsoft Office, Financial Analysis, Financial Modeling, Market Research, Investments, Valuation

Education
Babson College   2007 — 2011
Bachelor of Science in Business Management, Marketing

Dennis Perezic Dennis Perezic Greater New York City Area Details
Dennis Perezic's Permal Asset Management Experience August 2008 - August 2009
Job Assistant Vice President at BNP Paribas
Industry Financial Services
Experience
BNP Paribas  June 2014 - Present
Barclays Investment Bank  May 2012 - May 2014
Morgan Stanley  December 2011 - April 2012
UBS, Correspondent Banking   September 2010 - July 2011
New York Junior Tennis League  June 2009 - August 2009
Permal Asset Management   August 2008 - August 2009
Citi  June 2008 - August 2008
NYHRC  June 2007 - August 2007

Skills
Due Diligence, Forecasting

Education
University of Vermont   2006 — 2010
B.S, Business Administration; Finance

Bond University   2009 — 2009
Business/Sustainablility

Marc Minogue Marc Minogue Montreal, Canada Area Details
Marc Minogue's Permal Asset Management Experience December 2011 - December 2011
Job Sales Specialist Robotic Surgery at Minogue Medical Inc.
Industry Medical Devices
Experience
Minogue Medical Inc.  September 2015 - Present
General Electric  June 2013 - August 2015
Goldman Sachs  June 2012 - August 2012
Permal Asset Management   December 2011 - December 2011
Oppenheimer & Co.   June 2011 - August 2011
Minogue FitTime Nutrition   January 2010 - May 2011
Richardson GMP Limited  May 2010 - July 2010

Skills
Economics, Investments, PowerPoint, Equities, Capital Markets, Microsoft Excel, Alternative Investments, Teamwork, Microsoft Office, Financial Analysis, Portfolio Management, Public Speaking, Social Media, Team Leadership, Event Planning, Investment Management, Resourceful..., Hedge Funds, Asset Management, Asset Managment, Sales Logix, ThomsonOne, Deal logic, Access, Self-starter, Lifelong Learning, Business Acumen, Social Skills, Adaptation, Building Relationships, Analysis, Leadership, Financial Modeling, Strategic Planning, Strategy, Business Strategy

Education
Saint Lawrence University   2009 — 2013
BA, Economics

Choate Rosemary Hall   2007 — 2009
High School Diploma

Selwyn House School   1996 — 2007
High School Diploma

Christopher Kulick Christopher Kulick Greater New York City Area Details
Christopher Kulick's Permal Asset Management Experience January 2011 - September 2013
Job Senior Vice President, Investment Strategy Group at Permal Group
Industry Investment Management
Experience
Permal Group  2013 - Present
Permal Asset Management   January 2011 - September 2013
Permal Asset Management   February 2009 - December 2010
Permal Asset Management   June 2007 - February 2009
Oppenheimer & Co.   January 2003 - May 2005
CIBC Oppenheimer  March 2000 - January 2003
Callahan & Associates  July 1998 - March 2000

Skills
Hedge Funds, Investments, Portfolio Management, Equities, Due Diligence, Alternative Investments, Asset Management, Valuation, Private Equity, Equity Research, Bloomberg, Financial Modeling, Fixed Income, Fund Of Funds, Series 7, Asset Allocation, Investment Management, Corporate Finance, Financial Analysis, Asset Managment, Finance, Mutual Funds, Investment Strategies, Strategy

Education
Wake Forest University School of Business   2005 — 2007
MBA, Finance

University of Iowa - Henry B. Tippie College of Business   1994 — 1998
BBA, Marketing

Marc Evan Rodriguez Marc Evan Rodriguez Greater New York City Area Details
Marc Evan Rodriguez's Permal Asset Management Experience January 2011 - April 2013
Job Client Intake Specialist at Bernstein Liebhard LLP
Industry Marketing and Advertising
Experience
Bernstein Liebhard LLP  June 2014 - Present
NBCUniversal, Inc.   September 2013 - December 2013
Permal Asset Management   January 2011 - April 2013
Permal Asset Management   May 2010 - January 2011
Rapid Realty  November 2009 - July 2010
Project Reach Youth S.A.F.E.   June 2007 - August 2009

Skills
Bloomberg, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Information Technology, Leadership, Account Reconciliation, Management, Access

Education
Brooklyn College
Bachelor's degree, Business Management & Finance

CUNY New York City College of Technology
Associate's degree, Marketing & Sales

Brianna Fogel Brianna Fogel Greater New York City Area Details
Brianna Fogel's Permal Asset Management Experience June 2011 - August 2011
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  June 2012 - August 2012
Royal Bank of Scotland  October 2011 - December 2011
Permal Asset Management   June 2011 - August 2011

Education
The Johns Hopkins University   2009 — 2013
B.A

Cory Beard Cory Beard Burlington, Vermont Area Details
Cory Beard's Permal Asset Management Experience January 2006 - January 2006
Job Investor Service Representative at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments  October 2007 - Present
Sentinel Investments  October 2008 - March 2011
Permal Asset Management   January 2006 - January 2006
The Offices of Representative Susan Minter and Representative Robert Dostis   June 2005 - 2005

Skills
Asset Management, Portfolio Management, Trading, Hedge Funds, Equities, Fixed Income, Investments, Securities, Capital Markets, Alternative Investments, Bloomberg

Education
Norwich University   2011 — 2013
Master of Business Administration (MBA), Finance

St. Lawrence University   2003 — 2006
BA, Government

Embry-Riddle Aeronautical University   2002 — 2002
Private Pilot's License, Aeronautics

Madhusudan Sharma Madhusudan Sharma New York, New York Details
Madhusudan Sharma's Permal Asset Management Experience July 2010 - January 2013
Job Senior Software Developer at U.S. Bank
Industry Financial Services
Experience
U.S. Bank   January 2013 - Present
Permal Asset Management   July 2010 - January 2013
IDEA Solutions Inc.  October 2009 - January 2013
Delta Dental of Virginia  November 2009 - June 2010
Lumedx  February 2009 - October 2009
Triple Point Technology  July 2006 - January 2009
Syntel  July 2006 - October 2006
DSS Systems & Software Ltd.   July 2004 - July 2006

Skills
WinForms, WCF, ADO.NET, SQL Server, LINQ, VSS, T-SQL, C#, .NET, Visual Studio, Web Services, SOA, OOP, XML, SQL, Agile, PL/SQL, Crystal Reports, SDLC

Education
Pune University   2007 — 2008
Master's degree, Finance and Financial Management Services

Maharashtra Institute of Technology   2000 — 2004
Bachelor of Engineering, Computers

Michael Kang Michael Kang Greater New York City Area Details
Michael Kang's Permal Asset Management Experience September 2010 - December 2010
Job Executive Recruiter at Robert Walters
Industry Investment Management
Experience
Robert Walters  April 2015 - Present
Morgan Stanley  July 2013 - April 2015
Lord Abbett & Co. LLC   January 2012 - July 2013
FGI Finance  August 2011 - January 2012
Porter, LeVay & Rose, Inc.   February 2011 - May 2011
Delta Sigma Pi - Pi Psi Chapter   January 2009 - May 2011
Permal Asset Management   September 2010 - December 2010
eMusic  2009 - 2009

Skills
Bloomberg, Financial Modeling, Microsoft Excel, Corporate Finance, Access, Mutual Funds, Financial Analysis, Series 65, Global Macro, Bloomberg Terminal, Fund Of Funds

Education
Baruch College   2007 — 2012
BBA, Finance

Brooklyn Technical High School   2003 — 2007
Computer Science

Huey Richardson Huey Richardson Greater New York City Area Details
Huey Richardson's Permal Asset Management Experience August 2008 - September 2009
Job Financial Services Professional
Industry Financial Services
Experience
Direxionfunds  December 2011 - November 2012
Direxionfunds  April 2011 - December 2011
Permal Asset Management   August 2008 - September 2009
Merrill Lynch  December 2006 - July 2008
Merrill Lynch  August 2000 - September 2006
Morgan Stanley  June 1999 - August 1999

Skills
Series 7, Fixed Income, FINRA, Series 63, Alternative Investments, Strategic Financial..., Equities

Education
Emory University - Goizueta Business School   1998 — 2000
MBA, Finance

University of Florida   1986 — 1990
BA, Economics

Hannah Thompson, CPA Hannah Thompson, CPA Scotts Valley, California Details
Hannah Thompson, CPA's Permal Asset Management Experience May 1998 - April 2005
Job Accounting Manager at Vertical Circuits Inc.
Industry Accounting
Experience
Vertical Circuits, Inc.   2009 - 2012
Vertical Circuits Inc.   2006 - 2007
Borland Software  2005 - 2006
Permal Asset Management   May 1998 - April 2005
PwC  September 1996 - May 1998
KPMG  December 1995 - July 1996

Skills
Accounting, Auditing, Financial Reporting, Internal Controls, Financial Analysis, Financial Accounting, External Audit, SEC filings, General Ledger, Financial Statements

Education
Baruch College   1991 — 1995
BBA, Accounting

Grover Cleveland HS

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