PFM Asset Management
Public Financial Management is a Philadelphia-based public finance financial advisory firm which focuses on asset management and consulting services for municipalities, cities, schools, hospitals and other public entities. The company was founded in 1975 and currently has 35 offices around the country.
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PFM Asset Management Employees
Postmates November 2014 - Present
Elite Educational Institute May 2013 - June 2014
PFM Asset Management September 2012 - January 2013
Straight Line Editorial Development April 2008 - August 2012
Education
University of California, Berkeley 2002 — 2006
Bachelor of arts, English Language and Literature/Letters
Public Trust Advisors 2012 - Present
Cutwater Asset Management 2008 - 2011
PFM Asset Management 2003 - 2008
Skills
MBS, Cash Flow, Proposal Writing, Investments, Investment Strategies, Investment Advisory, ABS, Government Agencies, Asset Managment, Portfolio Management, Fixed Income, Bonds, Financial Modeling, Bloomberg, Asset Allocation, Finance, Investment Management, Series 7, Quantitative Analytics, Economics, Relationship Management, Treasury Management, Financial Risk, Capital Markets, Financial Services, Derivatives, Structured Finance, Investment Banking, Valuation, Alternative Investments, Mutual Funds, Strategic Financial..., Financial Advisory, Financial Analysis, Asset Management, Credit Analysis, Wealth Management, Risk Management, Financial Structuring, Due Diligence, Securities, Retirement Planning, Structured Products, Banking, Credit, Financial Planning
Education
University of Florida - Warrington College Of Business
MBA
University of Florida
BSBA, Finance, Insurance, Economics
HAUS Salon January 2011 - Present
ULTA Salon, Cosmetics November 2009 - July 2011
Juut Salonspa May 2008 - September 2009
JUUT Salonspas Inc May 2008 - September 2009
Juut Salonspa January 2007 - May 2008
PFM Asset Management January 2006 - May 2006
Skills
Microsoft Excel, Budgets, Management, Microsoft Office, Marketing, Microsoft Word, PowerPoint, Recruiting, Finance, Financial Statements, Financial Reporting, Mas 90, Customer Service, Forecasting
Education
University of Minnesota-Twin Cities 2001 — 2008
BSB, Finance
University of Minnesota - Carlson School of Management 2001 — 2006
Bachelor of Science, Business (Finance)
PFM Asset Management June 2013 - Present
Turner Investments, L.P. January 2013 - June 2013
Turner Investments November 2010 - December 2012
Turner Investment Partners August 2009 - November 2010
Turner Investment Partners May 2007 - August 2009
The Vanguard Group September 2005 - May 2007
Skills
Series 7, Series 6, Series 63
Education
Penn State University 2000 — 2004
BS, Business Management
Societe Generale Corporate and Investment Banking - SGCIB August 2015 - Present
Bank of America Merrill Lynch June 2013 - June 2015
Bank of America June 2012 - August 2012
PFM Asset Management February 2012 - June 2012
PFM Asset Management May 2011 - June 2011
Education
Bryn Mawr College 2012 — 2013
Concurrent M.A.
Bryn Mawr College 2010 — 2013
B.A., summa cum laude
University of Pennsylvania - The Wharton School 2011 — 2013
Coursework
Hwa Chong Institution 2008 — 2009
A Level
Analysis Group July 2015 - Present
Analysis Group July 2013 - June 2015
PFM Asset Management June 2012 - August 2012
Infosys June 2011 - August 2011
Bryn Mawr College September 2010 - May 2011
Hudson Institute June 2010 - August 2010
Skills
Stata, Microsoft Office, Bloomberg
Education
Bryn Mawr College 2009 — 2013
BA, Economics, French
Sciences Po Paris 2011 — 2012
BA, Economics
J.P. Morgan September 2014 - Present
First Troop January 2011 - Present
PFM Asset Management January 2014 - September 2014
US Army January 2011 - January 2014
Student Managed Investment Fund April 2012 - June 2012
Griesing Law, LLC September 2010 - December 2010
U.S. Army July 2005 - March 2010
Skills
Factset, Analysis, Finance, Time Management, Investments, Portfolio Management, Strategy, Research, Management, Social Media, Corporate Finance, Managerial Finance, Human Resources, Military, Security Clearance, Microsoft Office, PowerPoint, Microsoft Excel, Economics, Microsoft Word, Logistics
Education
Drexel University 2010 — 2012
Bachelor of Science, Business Administration, Finance
American Military University 2009 — 2009
Austin Peay State University 2007 — 2008
PFM Asset Management October 2001 - Present
First Union Securities (& predecessor firms) April 1987 - June 2000
Office of NJ Governor Thomas H. Kean July 1983 - March 1987
Skills
Investments, Asset Managment, Fixed Income, Investment Management, Asset Allocation, Mutual Funds, Portfolio Management, Financial Analysis, Financial Services, Investment Strategies, Investment Advisory, Finance, Equities, Asset Management, Alternative Investments, Hedge Funds, Private Equity
Education
Princeton University 1980 — 1983
AB, Politics
Delbarton School 1973 — 1979
McKinsey & Company August 2015 - Present
McKinsey & Company June 2014 - August 2014
Trillium Trading, LLC August 2007 - May 2013
PFM Asset Management June 2006 - August 2006
Smith-Barney Citigroup June 2005 - August 2005
Skills
Equities, Financial Modeling, Fixed Income, Portfolio Management, Financial Analysis, Microsoft Excel, Strategy, Trading Strategies, Investments, Trading, Analysis, Time Management, Intermediate/Advanced..., Valuation, Hedge Funds
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
Princeton University 2003 — 2007
Bachelor's degree, Economics
PFM Asset Management June 2005 - Present
Merrill Lynch July 2004 - January 2005
Skills
Fixed Income, Financial Modeling, Investments, Financial Analysis, Program Management, Research, Project Management, Business Strategy, Microsoft Excel, PowerPoint, Public Finance, Nonprofits, Economics, Investment Advisory, Government, Management, Business Development, Bonds, Bloomberg, CRM, Policy, Public Speaking
Education
Smith College 2001 — 2005
Bachelors of Arts, Economics and Mathematics
London School of Economics and Political Science 2003 — 2004
General Course (Study Abroad Program)
Delaware Valley High School 1997 — 2001
Pentegra Group January 2015 - Present
PFM Asset Management March 2012 - December 2014
SEI Investments January 2008 - February 2012
Commerce Capital Markets 2003 - 2008
United States Marine Corps May 1993 - May 1997
Skills
US Healthcare /..., Outsourced Chief..., Investment Management, Risk Management, Treasury Management, Asset Managment, Portfolio Management, Investment Strategies, Credit Analysis, Joint Ventures, Asset Allocation, Alternative Investments, Financial Modeling, Sustainable Spending..., Relationship Building &..., Execution of Business..., Mergers, Valuation Analysis, Municipal/Tax Exempt..., Series 7, Business Development..., Asset/Liability Analysis, Mergers & Acquisitions, Valuation, Investments, Investment Banking, Bonds, Fixed Income, Pensions, Capital Markets, Corporate Finance, Financial Analysis, Relationship Management, Finance
Education
University of Oklahoma - Price College of Business 1991 — 1996
BBA, Economics, Finance
Phillips 66 August 2014 - Present
Phillips 66 July 2013 - August 2014
Phillips 66 May 2012 - August 2012
U.S. Trust, Bank of America Private Wealth Management 2008 - 2011
PFM Asset Management 2007 - 2008
Renaissance Financial Corporation 2005 - 2007
Skills
Investment Strategies, Equities, Investments, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Portfolio Management, Equity Valuation, Private Equity, Asset Management, Financial Analysis, Derivatives, Economics, Strategic Financial..., Asset Allocation, Corporate Finance, Financial Modeling, Finance, Wealth Management, Investment Banking
Education
Rice University 2011 — 2013
Master of Business Administration (MBA), Finance
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Arts (BA), Economics
Arrow Investment Advisors September 2014 - Present
PFM Asset Management July 2012 - August 2014
JFC Global November 2011 - July 2012
Fort, LP April 2007 - October 2008
Education
Columbia University in the City of New York 2010 — 2012
MA, Statistics
Loma Linda University 2004 — 2005
Master's Degree, Health Information Systems
Oakwood College 2000 — 2004
B.S., Computer Science
PFM Asset Management January 2012 - Present
Education
Kutztown University of Pennsylvania 1998 — 2002
Criminal Justice and Paralegal Studies
PFM Asset Management April 2013 - August 2015
Charles Matsinger Associates February 2009 - November 2011
Spg3 2008 - 2008
AOS Architects 1998 - 2008
Skills
Submittals, Design Research, Green Building, Sustainable Design, LEED AP, LEED, Proposal Writing, Architectural Design, Adobe Creative Suite, Construction Management
Education
Sarah Lawrence College 1993 — 1997
NCMIC Group, Inc. July 2006 - Present
PFM Asset Management July 1997 - July 2006
Skills
Investments, Hedge Funds, Asset Management, Equities, Investment Management, Portfolio Management, Bloomberg, Fixed Income
Education
Weatherhead School of Management at Case Western Reserve University 1994 — 1997
MBA, Finance
Siena College 1987 — 1991
BBA, Accounting
Prologis June 2011 - Present
Prologis May 2006 - June 2011
PFM Asset Management July 2005 - May 2006
US Navy August 1996 - August 2002
Skills
Leases, Financial Analysis, Real Estate Transactions, Asset Management, Sarbanes-Oxley Act, Real Estate, Auditing, Property Management, Real Estate Economics, Real Estate Development, Internal Controls, Due Diligence, Dispositions, Asset Managment
Education
Capital College, Pennsylvania State University 2004 — 2006
Bachelor of Science, Accounting, 3.63
Freedom Mortgage June 2013 - Present
Freedom Mortgage December 2010 - June 2013
PFM Asset Management August 2008 - November 2010
Deloitte July 2006 - August 2008
Carlisle Group December 2005 - January 2006
Skills
MBS, Securitization, Capital Markets, Fixed Income, Bloomberg, Financial Modeling, Residential Mortgages, Structured Finance, Loans, ABS, Financial Analysis, Bonds, Finance, Asset Management, Portfolio Management, Investments
Education
University of Scranton 2002 — 2006
Bachelors, Economics
PFM Asset Management October 1990 - Present
American General Life Companies is now part of the AIG Family! 1981 - 1990
H J Heniz Co 1979 - 1981
Coopers & Lybrand 1977 - 1979
Skills
Investments, Financial Analysis, Finance, Portfolio Management, Financial Modeling, Microsoft Excel, Analysis, Asset Management, Capital Markets, Financial Services
Education
University of St. Thomas (TX) 1982 — 1985
Master of Business Administration (M.B.A.), Finance
Robert Morris University
Bachelor of Science (B.S.), Accounting
American Securitization Forum April 2010 - July 2012
SIFMA February 2005 - July 2007
PFM Asset Management June 2004 - February 2005
Skills
Finance, Start-ups, Accounting, Management, Analysis, Financial Modeling, Management Consulting, Data Analysis, Strategy, Microsoft Office, Research
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Doctor of Philosophy (Ph.D.)
University of Pennsylvania Law School 2013 — 2016
Juris Doctor (J.D.)
Princeton Theological Seminary 2007 — 2010
MDiv
University of Pennsylvania 2000 — 2004
BA, Summa Cum Laude
PFM Asset Management January 2015 - Present
PFM Asset Management August 2011 - December 2014
BNY Mellon January 2011 - August 2011
BNY Mellon May 2010 - August 2010
Skills
Bloomberg, Microsoft Office, Trade Web, Market Axess, Charles River, Spanish, SQL, Visual Basic, VBA, Investment Management, Portfolio Management, Trading, Trading Systems, Fixed Income, Money Market Funds
Education
Indiana University of Pennsylvania
Bachelor of Science, Finance