Permal Asset Management
Industry: Hedge fund company
DescriptionPermal 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
Permal Asset Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Permal Asset Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Permal Asset Management Salaries. You can even request information on how much does Permal Asset Management pay if you want to. Learn about salaries, pros and cons of working for Permal Asset Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
73 Permal Asset Management employees in database. Find out everything there's to know about Permal Asset Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Permal Asset Management Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
Permal Asset Management July 2012 - Present
Education
University of Michigan 2001 — 2005
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
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.)
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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