PFM Asset Management LLC
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PFM Asset Management LLC Employees
PFM Asset Management LLC August 2012 - Present
U.S. Trust, Bank of America July 2006 - August 2012
Bank of America January 2003 - June 2006
Bank of America September 1998 - December 2002
KATAGA International, SAE September 1994 - August 1998
Contractor 1992 - 1995
Skills
Asset Management, Investments, Security Analysis, Private Banking, Due Diligence, Six Sigma, Private Equity, Alternative Investments, Private Wealth..., MENA, Hedge Funds, Portfolio Management, Venture Capital, Corporate Finance, Process Improvement, Business Valuation, Change Management, Asset Managment, Wealth Management..., Asset Allocation, Securities, Investment Strategies, Equities, Financial Advisory, Management, Strategy, Retirement Planning, Investment Advisory, Mutual Funds, Wealth Management, Capital Markets, Bonds, Bloomberg
Education
University of California, Berkeley 1988 — 1992
BA, Political Economy (International Economics)
NFP Retirement December 2014 - Present
PFM Asset Management LLC January 2013 - October 2014
Capital Group November 2010 - June 2012
Capital Group August 1998 - November 2010
Capital Group March 1995 - August 1998
Capital Group June 1992 - March 1995
Churchill Management Company June 1989 - June 1992
Skills
Pensions, Investment Strategies, Financial Advisory, Leadership, Mutual Funds, Asset Allocation, Fixed Income, Asset Managment, Equities, Investments, Portfolio Management, Investment Management, Securities, Strategic Financial..., Series 6, Series 63, Series 82, Series 26, Sales Presentations, Sales, FINRA, Finance, Due Diligence, Asset Management, Financial Services, Retirement Planning, Private Equity, 401k, Alternative Investments, Bloomberg, Bonds, Capital Markets, Hedge Funds, Institutional..., Retirement, Separately Managed..., Series 65, Series 24, Wealth Management, Valuation, Wealth Management..., Insurance, Financial Planning
Education
Columbia University in the City of New York 1983 — 1988
BA, Economics
Bronx High School of Science 1980 — 1983
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Korn Ferry May 2013 - Present
PFM Asset Management LLC January 2011 - April 2013
PFM Asset Management LLC February 2010 - December 2010
JWT June 2009 - July 2009
Education
Franklin & Marshall College 2006 — 2010
Bachelor of Arts (B.A.), English (Creative Writing) and Business, Organizations and Society
Rabat American School 1993 — 2006
International Baccalaureate Diploma
PFM Asset Management LLC May 2008 - Present
SEI Investments June 2005 - May 2008
Skills
Asset Allocation, Asset Management, Investments, Investment Management, Portfolio Management, Analysis, Valuation
Education
Villanova University 2005 — 2008
Master of Business Administration (MBA), Finance
Bucknell University 2001 — 2005
Bachelor of Arts (BA), Economics & Political Science
Lincoln Financial Group June 2015 - Present
PFM Asset Management LLC August 2013 - Present
PFM Asset Management LLC September 2011 - September 2013
PFM Asset Management LLC May 2008 - September 2011
PFM Asset Management LLC August 2006 - May 2008
PFM Asset Management LLC May 2005 - August 2006
Skills
Problem Solving, Analytical Skills, Market Research, Market Updates, Fixed Income, Fixed Income Strategies, Investments, Bloomberg Terminal, Portfolio Management, Microsoft Excel, Economics, Investment Management, Financial Modeling, Analysis, Bonds, Excel, VBA, Bloomberg, PowerPoint, Word, Cash Flow Forecasting, Quantitative Analytics, Capital Markets, Crystal Reports, Charles River IMS, SQL, GIPS Compliance, Valuation, Asset Allocation, Microsoft Word, Financial Analysis, Asset Management, Finance, Investment Strategies, Financial Services
Education
Lebanon Valley College
Master of Business Administration (MBA)
Capital College, Pennsylvania State University 2002 — 2006
BS, Finance
PFM Asset Management LLC March 2014 - Present
PFM Asset Management LLC June 2007 - March 2014
PFM Asset Management LLC May 2006 - August 2006
Skills
Financial Modeling, Public Finance, Fixed Income, Bloomberg, Capital Markets, Bonds, Portfolio Management, Quantitative Analytics
Education
Penn State University 2003 — 2007
Bachelor of Science (B.S.), Finance
PFM Asset Management LLC 1996 - Present
Dauphin Deposit Bank & Trust 1995 - 1996
Skills
Fixed Income, Investments, Asset Management, Valuation, Financial Modeling, Bonds, Municipal Bonds, Compliance, Tax, Management, Employee Training, Cash Flow Analysis
Education
Penn State University Capital Campus 2000 — 2003
Masters, Business Administration
Swarthmore College 1991 — 1995
BA, Economics
Prudential Financial Financial Reporting SpecialistPrudential FinancialSeptember 2015 - Present
Prudential Financial May 2014 - September 2015
PFM ASSET MANAGEMENT LLC June 2012 - January 2014
UBS FINANCIAL SERVICES, INC September 2011 - March 2012
THE VANGUARD GROUP, INC May 2011 - August 2011
EASTERN PCM, LLC May 2010 - August 2010
Skills
Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Accounting, Corporate Finance, Financial Reporting, Banking, Economics, Portfolio Management, Research
Education
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor's Degree, Finance
Central Dauphin East High School
High School
PFM Asset Management LLC 2007 - Present
PFM Asset Management LLC 2006 - 2007
PFM Asset Management LLC 2000 - 2006
York-Adams Area Council, Boy Scouts of America 1998 - 2000
York-Adams Area Council, Boy Scouts of America 1995 - 1998
York-Adams Area Council, Boy Scouts of America 1987 - 1998
Skills
Financial Reporting, Bloomberg, Investments, Accounting, Fixed Income, Asset Management, Microsoft Excel, Process Improvement, Bloomberg Terminal, Bonds, Portfolio Management
Education
Penn State University 1981 — 1985
Fulton Financial Corporation July 2015 - Present
PFM Asset Management LLC August 2013 - July 2015
PFM Asset Management LLC June 2012 - August 2013
Penn National Insurance July 2008 - December 2011
Penn National Insurance October 2005 - July 2008
Conrad Siegel Actuaries April 2001 - October 2005
Skills
Underwriting, Insurance, Property & Casualty...
Education
Shippensburg University of Pennsylvania 2007 — 2010
MBA, Business Administration
Shippensburg University of Pennsylvania 1996 — 2000
BA, Mathematics
American Express June 2015 - Present
Wells Fargo Securities August 2013 - January 2015
State Street June 2012 - August 2012
PFM Asset Management LLC 2009 - 2011
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Fixed Income, Corporate Finance, Equities, Data Analysis, Investment Banking, Capital Markets, Investments, Portfolio Management, Due Diligence
Education
NYU Stern School of Business 2011 — 2013
MBA, Finance, Management, Accounting
University of Pennsylvania 2005 — 2008
B.A., Philsophy, Politics, Economics (PPE)
PFM Asset Management LLC March 2012 - Present
Immaculate Conception Academy October 2010 - September 2011
Watson Wyatt August 1996 - October 2005
INVESCO March 1990 - December 1995
Kidder Peabody & Co April 1981 - February 1990
Skills
Relationship Development, Investments, Asset Allocation, Research, Endowments, 401k, Pension Funds, Alternative Investments, Series 7, Series 63, Bonds, Investment Management, Retirement, Mutual Funds, Retirement Plan..., Wealth Management, Portfolio Management, Asset Managment, Equities, Fixed Income, Hedge Funds
Education
Seattle University 1982 — 1990
MBA, Finance/Marketing
Whitman College 1976 — 1980
BA, Psychology
PFM Asset Management LLC May 2014 - Present
Cutwater Asset Management December 2011 - September 2013
Cutwater Asset Management March 2011 - September 2013
Cutwater Asset Management July 2008 - February 2011
Cutwater Asset Management February 2007 - June 2008
Cutwater Asset Management December 2003 - January 2007
Jackson National Life Insurance Company 2002 - 2003
Invesco Funds 2001 - 2002
Alexander Ogilvy Public Relations Worldwide 2000 - 2001
Carter, Ryley, Thomas Public Relations 2000 - 2000
Skills
CRM, Investments, Leadership, Strategy, Marketing, Portfolio Management, Analysis, Sales, Email Marketing, Financial Services, Strategic Planning, Project Management, Proposal Writing, Management, Mutual Funds, Public Relations, Program Development, Editing, Contract Writing, Contract Negotiations, Microsoft Dynamics, Trafficking -..., Contract Negotiation
Education
University of Denver 2013 — 2013
Digital Marketing Summit
University of Denver - Daniels College of Business 2005 — 2007
Master of Science in Marketing, Integrated Marketing Strategies
The College of William and Mary - Williamsburg, VA 1996 — 2000
Bachelor of Arts, History
Collegiate School - Richmond, VA
High School Diploma
The PFM Group February 2003 - Present
PFM Asset Management LLC February 2003 - Present
Public Financial Management, Inc. June 1996 - February 2003
Orange County Comptroller's Office June 1993 - June 1996
Orange County Comptroller's Office June 1989 - June 1993
Orange County Comptroller's Office June 1987 - June 1989
Division of Securities in the Florida Comptroller’s Office February 1986 - June 1987
Orange County Government July 1985 - February 1986
Skills
Investments, Financial Analysis, Treasury Management, Portfolio Management, Cash Management, Business Strategy, Financial Accounting, Accounting, Debt Management, Investment Advisory, Asset Management, Cash Flow, Fixed Income, Risk Management, Valuation, Managerial Finance, Internal Controls, Alternative Investments, Analysis, Budgets, Nonprofits, Public Speaking, Management, Strategic Planning, Leadership, Financial Planning, Finance
Education
University of Notre Dame - Mendoza College of Business 2015 — 2015
Executive Certificate in Transformation Nonprofit Leadership, Nonprofit Executive Program
University of Notre Dame - Mendoza College of Business 2015 — 2015
Principles of Leading Transformational Nonprofits - Executive Certificate, Nonprofit Organizational Management Program
University of Notre Dame - Mendoza College of Business 2015 — 2015
Leading Nonprofit Boards - Executive Certificate, Nonprofit Organizational Management Program
University of Notre Dame - Mendoza College of Business 2015 — 2015
Fundraising & Grant Strategies - Executive Certificate, Nonprofit Organizational Management Program
Yale University - Yale School of Management 2015 — 2015
The Endowment Institute, Investments and Management of Endowment Funds
Rollins College - Crummer Graduate School of Business 2014 — 2014
Mini-MBA, Business Administration and Management, General
Stetson University 2014 — 2014
Agile Change Leader Laboratory, Business Administration and Management
Stetson University 1980 — 1985
Bachelor of Business Administration Degree, Finance
Florida Southern College 1990 — 1992
Bachelor of Science Degree, Accounting
Rollins College 1992 — 1993
Certified Financial Planner Program, Economics, Investments and Retirement Planning
Atlas Copco USA February 2015 - Present
Bair's Gulf June 2008 - Present
PFM Asset Management, LLC July 2014 - February 2015
Volvo Construction Equipment May 2013 - July 2014
MenuDrive January 2013 - May 2013
Ironwood Grill October 2010 - May 2012
Skills
Social Media, Social Media Marketing, SAP, Intercall, Webex, Microsoft Office, Microsoft Excel, Marketing, purchasing, Organization Skills, Communication
Education
Shippensburg University of Pennsylvania 2012 — 2014
Bachelor of Science in Business Administration, Marketing
Indiana University of Pennsylvania 2010 — 2012
Marketing
Fannett-Metal High School 2006 — 2010
High School Diploma, General Studies
PFM Asset Management LLC January 2014 - Present
JP Morgan Chase July 2012 - January 2014
JP Morgan Chase May 2011 - August 2011
Cedar Street Capital LLC June 2010 - August 2010
Skills
Valuation, Investment Banking, Financial Analysis, Bloomberg, Financial Modeling, Equities, Finance, Mergers & Acquisitions
Education
Penn State University 2008 — 2012
B.S., Finance
PFM Asset Management LLC September 2013 - Present
PFM Asset Management LLC July 2013 - September 2013
Chinamerica Hit Radio June 2011 - September 2013
Perlman & Associates, PLLC June 2010 - August 2010
Skills
Refunding and Cash..., Escrow Portfolio..., Investment of Bond..., Public Relations, Marketing, Editing, Social Media, Communication, Writing, International Relations, Event Management, Newsletters, Entrepreneurship, Professional Writing, Technical Writing, Creative Writing, Blogging, DBC PortOpt, Bloomberg Terminal, InDesign, Photoshop, Microsoft Office Suite, Oxygen XML Editor, MadCap Flare, WordPress, Capital Markets, Fixed Income Strategies, Structured Investments
Education
Carnegie Mellon University 2009 — 2013
Bachelor of Science, International Relations and Politics
Carnegie Mellon University 2009 — 2013
Bachelor of Arts (B.A.), Professional Writing
Great Neck South High School 2006 — 2009
Regents Diploma
PFM Asset Management LLC May 2006 - Present
Wachovia Bank May 2000 - May 2006
Manning & Napier Advisors May 1997 - May 2000
T Rowe Price November 1994 - May 1997
Prudential Insurance May 1990 - November 1994
AIG VALIC September 1988 - May 1990
Skills
Asset Management, Retirement, Securities, Benefits, Investments, Marketing Strategy, Marketing Management, Sales, Pensions, Asset Allocation, Defined Contribution, Deferred Compensation
Education
Texas A&M University 1982 — 1988
Bachelor of Science, Economics
PFM Asset Management, LLC January 2006 - Present
MBIA Asset Management December 1997 - January 2006
Skills
Contract Negotiation, Cross Selling, Strategic Planning, Customer Relations, Negotiation, Public Speaking, Investments, Business Strategy, Strategy Development, Business Management, Team Building, Leadership Development, Risk Management, Management Consulting, Management, Financial Analysis, Budgets, Asset Management, Leadership, Strategy
Education
The University of Texas at Austin 1983 — 1989
The University of Texas at Austin
PFM Asset Management LLC April 2010 - Present
Public Financial Management March 2005 - June 2010
PFM Asset Management LLC March 2004 - March 2005
Citi May 2002 - March 2004
Skills
Fixed Income, Financial Modeling, Bloomberg, Asset Allocation, Public Finance, Capital Markets, Bonds, Investments, Portfolio Management, Financial Analysis, Microsoft Excel, Bloomberg Terminal, Asset Managment, Due Diligence
Education
Penn State University 1998 — 2001
B.S., Operations and Information Systems Management
R3 Education Inc. October 2005 - Present
PFM Asset Management LLC October 2000 - October 2005
Telecommunications Industry October 1995 - October 2005
Banking Industry January 1994 - October 1995
Grumman Aerospace October 1982 - January 1994
Skills
Systems Analysis, Business Analysis, Unix, Software Project..., Requirements Analysis, Integration
Education
Dowling College
MBA
State University of New York at Old Westbury
B.S.
Chestnut Hill Business Association June 2015 - August 2015
Russell Household May 2014 - August 2014
PFM Asset Management LLC June 2013 - January 2014
Hopewell Valley Golf Club June 2010 - August 2012
Skills
Marketing, Microsoft Word, Microsoft Excel, PowerPoint, Access, Social Media, Social Media Marketing, Digital Marketing, Digital Media, Customer Service, CRM, Photoshop, Data Analysis, Public Speaking, Microsoft Office, Research, Citrix, Qualtrics, Qualitative Research, Quantitative Research
Education
Elon University - Martha and Spencer Love School of Business 2012 — 2016
Marketing, Finance
RBC Global Asset Management (U.S.) Inc. October 2013 - Present
PFM Asset Management LLC April 2001 - January 2013
Evolution Motorsports LLC April 2010 - January 2012
Robert Charles Lesser & Co May 2000 - April 2001
Skills
Marketing Strategy, Marketing, Strategy, Start-ups, Team Building, New Business Development, Business Strategy, Financial Analysis, Entrepreneurship, Budgets, Due Diligence, Investments
Education
Emory University 1998 — 2000
Bachelor of Arts, Economics
PFM Asset Management LLC 2003 - 2014
Sovereign Bank 2000 - 2002
First National Bank of Chicago (FNBC / Bank One) 1989 - 1999
Nomura International March 1994 - April 1995
Skills
Derivatives, Trading, Options, Commodity, Investment Banking, Hedging, Interest Rate..., FX Options, Interest Rate Swaps, Capital Markets, Swaps, Financial Modeling
Education
Kalamazoo College 1984 — 1988
Economics
Farmington High School
CastleOak Securities, L.P. July 2015 - Present
Lehman Brothers Holdings Inc. May 2015 - July 2015
Boardi Advisory (startup) May 2014 - May 2015
Goldman Sachs August 2010 - May 2014
PFM Asset Management LLC February 2005 - July 2010
Blaylock & Company June 2003 - August 2003
Skills
Risk Management, Financial Structuring, Interest Rate..., Hedging, Financial Modeling, Investment Banking, Capital Markets, Financial Analysis, Finance, Fixed Income, Valuation, Project Management
Education
Rensselaer Polytechnic Institute 2000 — 2004
B.S., Management: Finance, Entrepreneurship
Ohio University January 2011 - Present
Ohio University January 2010 - July 2011
Ohio University August 2009 - March 2010
Self-Employed October 2007 - August 2009
PFM Asset Management LLC September 2005 - October 2007
Skills
Investments, Budgets
Education
Ohio University 2012 — 2013
Masters in Business Administration, 3.985
Ohio University 2002 — 2004
BBA, Finance, 3.909
Sinclair Community College 2000 — 2002
Associate of Applied Science, Accounting
PFM Asset Management LLC September 2010 - Present
Ann and Robert H. Lurie Children's Hospital of Chicago November 2013 - August 2014
Brandman University/Chapman University February 2007 - July 2010
Skills
Customer Service, Office Management, Microsoft Office, Executive Support, Event Planning, Research, Administrative..., PowerPoint, Microsoft Excel, Event Management, Microsoft Word, Editing, Proposal Writing, Community Outreach, Higher Education, Social Media
Education
Chapman University 2007 — 2010
Master of Arts (M.A.), Organizational Leadership
Chapman University 2009 — 2009
Master of Arts (M.A.), Organizational Leadership
University of California, San Diego 2004 — 2006
Bachelor of Arts, Psychology
Pennsylvania Lottery May 2011 - Present
Public Financial Management, Inc. September 2007 - May 2011
PFM Asset Management LLC May 2006 - September 2007
Delta Dental of Pennsylvania August 2005 - May 2006
Skills
Financial Modeling, Financial Analysis, Bloomberg, Bonds, Public Finance, Financial Reporting
Education
Mount St. Mary's University 2001 — 2005
Bachelor of Science, Mathematics
PFM Asset Management LLC September 2013 - Present
PFM Asset Management LLC January 2009 - August 2013
PFM Asset Management LLC July 2007 - December 2008
PFM Asset Management LLC September 2003 - July 2007
Skills
Financial Modeling, Fixed Income, Financial Analysis, Investments, Bloomberg, Valuation, Capital Markets, Due Diligence, Portfolio Management, Bonds, Strategic Financial..., Business Strategy, Public Finance, Asset Allocation
Education
Smith College 1999 — 2003
Bachelor of Arts (B.A.), Economics and African American Studies
Investment Advisor in Greater Hartford July 2015 - Present
Babson Capital Management November 2012 - July 2015
FCLG April 2011 - July 2015
Hartford Investment Management July 2007 - November 2012
PFM Asset Management, LLC January 2006 - July 2007
Hartford Financial Services January 2003 - December 2005
The Hartford Financial Services June 2000 - January 2003
Education
Albertus Magnus College 2010 — 2012
Master of Business Administration (MBA), Business Administration
The University of Connecticut 2001 — 2005
Bachelor’s Degree, Business and Technology
PFM Asset Management LLC July 2010 - Present
Davidson Fixed Income Management June 2000 - May 2010
Boettcher & Company January 1986 - November 1988
Skills
Portfolio Management, Fixed Income, Due Diligence, Strategic Planning, Management, Asset Management, Financial Analysis, Finance, Analysis, Bonds, Capital Markets, Business Strategy, Bloomberg, Alternative Investments, Outsourced CIO
Education
University of Denver 1998 — 2000
Certificate in E-commerce and Technology Management, E-Commerce
Massachusetts Institute of Technology 1998 — 1998
Executive Education Certificate, Technology Management
University of Colorado at Boulder 1985 — 1988
Masters, Economics
PFM Asset Management LLC September 2006 - Present
Education
University of Iowa
PFM Asset Management LLC September 2010 - Present
PFM Asset Management LLC May 2005 - September 2010
Skills
Portfolio Management, Investments, Bonds, Asset Allocation, Asset Management, Trading, Investment Strategies, Investment Management, Fixed Income, Bloomberg
Education
Penn State University 2001 — 2005
Bachelor of Science (B.S.), Finance
NASDAQ Private Market September 2015 - Present
Armstrong World Industries July 2014 - August 2015
The Hershey Company December 2013 - July 2014
System One Holdings, LLC September 2013 - December 2013
Penn State University October 2012 - March 2013
Mid-Atlantic Corporate Federal Credit Union January 2009 - April 2012
PFM Asset Management LLC January 2007 - January 2009
State Employees' Retirement System August 2002 - January 2007
Skills
Equity Compensation, Long-Term Incentive..., Stock Plan..., Severance Plans, Financial Modeling, Investments, Bloomberg, Microsoft Excel, Portfolio Management, Fixed Income, PowerPoint, Report Writing, Financial Analysis, Training, Ad Hoc Reporting, Investment Strategies, Banking, Bonds, Microsoft Word, Procedure Development, Process Improvement, SAP, SAP HR, Separation Agreements, Fidelity Stock Plan..., Equity Edge Online, Global Mobility, Human Resources, SEC Regulations, Employee Stock Options, Restricted Stock, Restricted Stock Units, Performance Stock Units
Education
Penn State University 2012 — 2014
Master of Public Administration (MPA)
Penn State University 2014 — 2014
Graduate Certificate in Public Sector Human Resources Management
Penn State University 2000 — 2002
B.S., Finance
United Concordia Dental April 2015 - Present
PFM Asset Management LLC June 2006 - August 2013
Skills
Financial Analysis, Analysis, Microsoft Excel, Data Analysis, Financial Modeling, Finance, Process Improvement, Project Management, Microsoft Access, Commercial Banking, Business Analysis
Education
Penn State University
Bachelor's degree, Finance, General