PFM Asset Management LLC

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PFM Asset Management LLC Employees

Employee
Years
Job
Industry
Khalid Yasin خالد ياسين ابوسيف Khalid Yasin خالد ياسين ابوسيف Orlando, Florida Area Details
Khalid Yasin خالد ياسين ابوسيف's PFM Asset Management LLC Experience August 2012 - Present
Job Senior Managing Consultant at PFM Asset Management LLC
Industry Investment Management
Experience
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)

Lily Matias Lily Matias Los Angeles, California Details
Lily Matias's PFM Asset Management LLC Experience January 2013 - October 2014
Job Retirement Plan Consultant at NFP Retirement
Industry Financial Services
Experience
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

A. Charles Benjelloun A. Charles Benjelloun New York, New York Details
A. Charles Benjelloun's PFM Asset Management LLC Experience January 2011 - April 2013
Job Associate at Korn Ferry
Industry Management Consulting
Experience
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

Tyler Braun, CFA Tyler Braun, CFA Greater Philadelphia Area Details
Tyler Braun, CFA's PFM Asset Management LLC Experience May 2008 - Present
Job Senior Managing Consultant at PFM Asset Management LLC
Industry Investment Management
Experience
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

Andrew Musselman Andrew Musselman Annville, Pennsylvania Details
Andrew Musselman's PFM Asset Management LLC Experience August 2013 - Present
Job Senior Portfolio Analyst at Lincoln Financial Group
Industry Investment Management
Experience
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

David Walters, CFA David Walters, CFA Chicago, Illinois Details
David Walters, CFA's PFM Asset Management LLC Experience March 2014 - Present
Job Senior Managing Consultant at PFM Asset Management LLC
Industry Investment Management
Experience
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

David Reeser David Reeser Harrisburg, Pennsylvania Area Details
David Reeser's PFM Asset Management LLC Experience 1996 - Present
Job Managing Director at PFM Asset Management LLC
Industry Financial Services
Experience
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

Karlee Franklin Karlee Franklin Greater New York City Area Details
Karlee Franklin's PFM Asset Management LLC Experience June 2012 - January 2014
Job Financial Reporting Specialist at Prudential Financial
Industry Financial Services
Experience
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

John Dolheimer John Dolheimer Harrisburg, Pennsylvania Area Details
John Dolheimer's PFM Asset Management LLC Experience 2007 - Present
Job Investment Accounting Manager at PFM Asset Management LLC
Industry Financial Services
Experience
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

Jaymie Hahn Jaymie Hahn Lancaster, Pennsylvania Details
Jaymie Hahn's PFM Asset Management LLC Experience August 2013 - July 2015
Job Senior Financial Analyst at Fulton Financial Corporation
Industry Banking
Experience
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

David Freeland David Freeland New York, New York Details
David Freeland's PFM Asset Management LLC Experience 2009 - 2011
Job Finance Manager, Emerging Payments & Services at American Express
Industry Financial Services
Experience
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)

Ellen Clark Ellen Clark San Francisco Bay Area Details
Ellen Clark's PFM Asset Management LLC Experience March 2012 - Present
Job Senior Managing Consultant at PFM Asset Management LLC
Industry Financial Services
Experience
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

Emily Ferguson Emily Ferguson Denver, Colorado Details
Emily Ferguson's PFM Asset Management LLC Experience May 2014 - Present
Job Senior Analyst at PFM Asset Management LLC
Industry Financial Services
Experience
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

Steven Alexander, CTP, CGFO, CPPT Steven Alexander, CTP, CGFO, CPPT Orlando, Florida Details
Steven Alexander, CTP, CGFO, CPPT's PFM Asset Management LLC Experience February 2003 - Present
Job Managing Director at The PFM Group
Industry Financial Services
Experience
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

Alyssa Rhoades Alyssa Rhoades Fort Loudon, Pennsylvania Details
Alyssa Rhoades's PFM Asset Management LLC Experience July 2014 - February 2015
Job Buyer at Atlas Copco USA
Industry Logistics and Supply Chain
Experience
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

Apollo M. Lee Apollo M. Lee Princeton, New Jersey Details
Apollo M. Lee's PFM Asset Management LLC Experience January 2014 - Present
Job Analyst at PFM Asset Management LLC
Industry Investment Management
Experience
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

Kenny Zhu Kenny Zhu Harrisburg, Pennsylvania Details
Kenny Zhu's PFM Asset Management LLC Experience September 2013 - Present
Job Structured Products Analyst at PFM Asset Management LLC
Industry Financial Services
Experience
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

Jim Link, CEBS Jim Link, CEBS Greater Philadelphia Area Details
Jim Link, CEBS's PFM Asset Management LLC Experience May 2006 - Present
Job Chief Marketing Officer at PFM Asset Management LLC
Industry Financial Services
Experience
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

Ken Couch Ken Couch San Antonio, Texas Area Details
Ken Couch's PFM Asset Management LLC Experience January 2006 - Present
Job Senior Managing Consultant at PFM Asset Management, LLC
Industry Financial Services
Experience
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

Brian Sanker Brian Sanker Harrisburg, Pennsylvania Area Details
Brian Sanker's PFM Asset Management LLC Experience April 2010 - Present
Job Senior Managing Consultant at PFM Asset Management LLC
Industry Investment Management
Experience
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

Henry Perangelo Henry Perangelo Greater Boston Area Details
Henry Perangelo's PFM Asset Management LLC Experience October 2000 - October 2005
Job Director of Information Systems & Technology
Industry Information Technology and Services
Experience
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.

Emily Faber Emily Faber Greater New York City Area Details
Emily Faber's PFM Asset Management LLC Experience June 2013 - January 2014
Job Marketing Student at Elon University Martha and Spencer Love School of Business
Industry Marketing and Advertising
Experience
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

Angela Brownawell Angela Brownawell Harrisburg, Pennsylvania Area Details
Angela Brownawell's PFM Asset Management LLC Experience April 2001 - January 2013
Job Relationship Manager/ Marketing Coordinator at RBC Global Asset Management
Industry Financial Services
Experience
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

Andrew McKendrick Andrew McKendrick Greater Philadelphia Area Details
Andrew McKendrick's PFM Asset Management LLC Experience 2003 - 2014
Job Managing Director at PFM Asset Management LLC
Industry Financial Services
Experience
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

Obataiye Brooks Obataiye Brooks Greater New York City Area Details
Obataiye Brooks's PFM Asset Management LLC Experience February 2005 - July 2010
Job Investment Banking / Advisory Professional
Industry Financial Services
Experience
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

Diane Cahill Diane Cahill Parkersburg, West Virginia Area Details
Diane Cahill's PFM Asset Management LLC Experience September 2005 - October 2007
Job Business Manager at Center for International Studies at Ohio University
Industry Higher Education
Experience
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

Erin Wolgamott Erin Wolgamott Greater Chicago Area Details
Erin Wolgamott's PFM Asset Management LLC Experience September 2010 - Present
Job Senior Associate at PFM Asset Management LLC
Industry Investment Management
Experience
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

Rachel Killeen Rachel Killeen Harrisburg, Pennsylvania Area Details
Rachel Killeen's PFM Asset Management LLC Experience May 2006 - September 2007
Job Marketing Research Analyst
Industry Financial Services
Experience
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

Monique S. Spyke Monique S. Spyke San Francisco Bay Area Details
Monique S. Spyke's PFM Asset Management LLC Experience September 2013 - Present
Job Director at PFM Asset Management LLC
Industry Investment Management
Experience
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

Jaime Bello, MBA Jaime Bello, MBA Hartford, Connecticut Area Details
Jaime Bello, MBA's PFM Asset Management LLC Experience January 2006 - July 2007
Job Investment / Compliance Professional
Industry Investment Management
Experience
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

Chris Blackwood Chris Blackwood Greater Denver Area Details
Chris Blackwood's PFM Asset Management LLC Experience July 2010 - Present
Job Director at PFM Asset Management
Industry Investment Management
Experience
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

Allison Kaune Allison Kaune San Francisco, California Details
Allison Kaune's PFM Asset Management LLC Experience September 2006 - Present
Job Senior Analyst
Industry Investment Management
Experience
PFM Asset Management LLC   September 2006 - Present

Education
University of Iowa

Jeffrey Rowe, CFA Jeffrey Rowe, CFA Harrisburg, Pennsylvania Area Details
Jeffrey Rowe, CFA's PFM Asset Management LLC Experience September 2010 - Present
Job Portfolio Manager at PFM Asset Management LLC
Industry Financial Services
Experience
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

Amanda K. Parsons Amanda K. Parsons Harrisburg, Pennsylvania Area Details
Amanda K. Parsons's PFM Asset Management LLC Experience January 2007 - January 2009
Job Client Services Manager at NASDAQ Private Market
Industry Financial Services
Experience
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

Michael Lepley Michael Lepley Harrisburg, Pennsylvania Area Details
Michael Lepley's PFM Asset Management LLC Experience June 2006 - August 2013
Job Sr. Business AnalystUnited Concordia Dental
Industry Insurance
Experience
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