PIMCO Company
Industry: Private banking company
DescriptionPacific Investment Management Company, LLC is an American investment management firm focusing on fixed income and headquartered in Newport Beach, California, with 2,300 employees working in 14 offices across 11 countries, and $1.77 trillion in assets under management as of 31 March 2018. Assets under management: 1.77 trillion USD (31 March 2018) CEO: Emmanuel Roman (1 Nov 2016–) Headquarters: Newport Beach, California, United States Parent organization: Allianz SE Founded: 1971, Newport Beach, California, United States Founders: Bill H. Gross, Jim Muzzy, Bill Podlich
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PIMCO Employees
PIMCO June 2015 - Present
The Walt Disney Company December 2012 - March 2014
Roth Capital Partners June 2008 - November 2012
Skills
Financial Modeling, Investments, Valuation, Investment Banking, Corporate Finance, Equities, Bloomberg, Strategy, Capital Markets, Economics, Strategic Financial..., International
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of California, Los Angeles 2004 — 2008
BA, Economics
PIMCO June 2013 - Present
SageView Advisory Group January 2012 - June 2013
UC Santa Barbara April 2010 - June 2011
Skills
Microsoft Office, Research, Matlab, Stata, Writing, Series 7, Series 66, Bloomberg Software, MPI, Morningstar, Uniform Combined State..., Microsoft Excel, PowerPoint
Education
UCSB 2007 — 2011
Business Economics
Rosary High School 2003 — 2007
PIMCO September 2014 - Present
Flowserve December 2010 - August 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Strategic Planning, Budgets, Data Analysis, Business Meetings
Education
University of California, Riverside 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
PIMCO June 2014 - Present
AEGON Americas October 2012 - June 2014
Aviva Investors January 2012 - October 2012
Skills
Derivatives, Fixed Income, Pricing, Risk Management, Bloomberg, VBA
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
BBA, Finance, Graduate with High Distinction
Trust Company of the West (TCW) December 2004 - Present
PIMCO February 2000 - December 2004
Hill+Knowlton Strategies January 1997 - January 2000
Skills
Fixed Income, Institutional, Alternative Investments, Hedge Funds, Investment Strategies, Asset Management, Series 7, Asset Managment, Investments, Equities, Investment Management, Financial Services, Asset Allocation, Portfolio Management, Investment Advisory, Securities, Capital Markets, Mutual Funds
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of California, Los Angeles
Bachelor of Science (B.S.)
Clear Measure, Inc. October 2014 - Present
Clarity Ventures, Inc. August 2014 - October 2014
ARGUS Software July 2012 - August 2014
Palantir Economic Solutions January 2011 - May 2012
BitterMinion Development February 2010 - December 2010
PIMCO May 2008 - January 2010
VeriTainer, Inc. February 2008 - May 2008
Talon Computer Associates August 2007 - February 2008
Toyota Motor Sales June 2002 - August 2007
CallWave September 2000 - January 2002
Skills
C#, .NET, HTML5, ASP.NET MVC, JavaScript, KnockoutJS, SQL, Microsoft SQL Server, WinForms, Visual Studio, ReSharper, OOP, Software Development, Win32 API, SQL Server Management..., Databases, Awesomeness, Entity Framework, Git, Unit Testing, LINQ, TPL, Project Management, XML, Microsoft Excel, VBA, ASP.NET, T-SQL, jQuery, IIS, Agile Methodologies, Enterprise Software, SDLC, CSS, HTML
Education
University of California, Santa Barbara 1996 — 2000
Bachelor of Arts (BA), History & Asian American Studies
Inspirato with American Express July 2015 - Present
Inspirato April 2013 - Present
Bernstein Global Wealth Management September 2010 - April 2013
PIMCO May 2008 - August 2008
Beacon Pointe Advisors May 2008 - June 2008
Nordstrom May 2007 - August 2007
Skills
CRM, Investments, Business Development, Sales, Customer Service, Fixed Income, Microsoft Excel, Event Planning, Proposal Writing, PowerPoint, Microsoft Office, Social Media
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
BS
University of Virginia
PIMCO 1997 - 2014
Mercer - Investments 1991 - 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Illinois at Urbana-Champaign 1979 — 1983
Bachelor of Science (BS), Actuarial Science
ESPN 2014 - Present
ESPN 2012 - 2013
ESPN 2010 - 2012
Martha Stewart Living Omnimedia June 2009 - August 2009
PIMCO May 2008 - August 2008
Oakley June 2007 - August 2007
Skills
Digital Media, Marketing, Social Media, Social Media Marketing, Digital Marketing
Education
University of Pennsylvania 2006 — 2010
B.A., Political Science, Art History
Retirement Advisors of America November 2013 - Present
MarketScout April 2012 - November 2013
Eastdil Secured September 2010 - March 2012
PIMCO August 2006 - September 2010
Skills
Marketing, Email Marketing, Social Media Marketing, Brand Development, Marketing Communications, Marketing Strategy, Social Media, Direct Marketing, Advertising, Online Advertising, Lead Generation, Online Marketing, Graphic Design, Website Development, Social Networking, Public Relations, Event Management, Business Development, B2B Marketing, Newsletters, Trade Shows, Strategic Planning, Events, Management, Leadership
Education
University of North Texas 2001 — 2005
Ascent Investment Partners June 2014 - Present
PIMCO June 2012 - June 2014
PIMCO March 2011 - June 2012
PIMCO May 2009 - March 2011
Citi Group May 2008 - August 2008
Skills
Portfolio Management, Asset Management, Alternative Investments, Fixed Income, Bloomberg, Equities, Business Development, Hedge Funds, Investment Management, Asset Allocation, Series 7, Mutual Funds
Education
University of Missouri-Columbia, College of Business 2005 — 2009
BSBA, Finance, Economics, Philosophy
PIMCO May 2014 - Present
OneWest Bank March 2009 - May 2014
IndyMac Federal Bank July 2008 - March 2009
IndyMac Bank, FSB April 1999 - July 2008
Wedbush Morgan Securities 1996 - 1999
Sanwa Bank California (now Bank of the West) 1989 - 1996
Security Pacific Merchant Bank 1986 - 1989
Skills
Credit, Loans, Small Business Lending, Banking, Mortgage Lending, Portfolio Management, Financial Modeling, Asset Management, Financial Risk, Finance, Investments, Risk Management, Capital Markets, Commercial Lending, Valuation
Education
University of Southern California 1983 — 1985
Master of Business Administration (MBA), Accounting and Finance
University of California, San Diego 1978 — 1982
Bachelor of Arts (B.A.), Management Science
Kudla Dynamic Allocation Fund June 2014 - Present
Davis Center for Portfolio Management September 2014 - Present
Davis Center for Portfolio Management August 2013 - Present
PIMCO June 2015 - August 2015
Kudla Dynamic Allocation Fund January 2014 - June 2014
Davis Center for Portfolio Management December 2012 - May 2013
Skills
PowerPoint, Research, Bloomberg Terminal, Morningstar Direct, Microsoft Excel, Bloomberg, Equities
Education
University of Dayton 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Sophomore
Citi December 2013 - Present
Comerica Bank April 2012 - December 2013
US Bank June 2005 - April 2012
Trust Company of the West "TCW" 2001 - 2003
PIMCO 1999 - 2001
Skills
Private Equity, Venture Capital, Investments, Fixed Income, Commercial Banking, Middle Market, Portfolio Management, Financial Modeling, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Banking, Due Diligence, Capital Markets
Education
University of Southern California - Marshall School of Business 2003 — 2005
MBA, Finance and Entrepreneurship
University of California, San Diego 1995 — 1999
BS, Management Science
California January 2013 - November 2014
PIMCO 2009 - 2013
United States Department of the Treasury 2008 - 2009
United States Department of the Treasury 2006 - 2008
Goldman Sachs 2002 - 2006
TRW 1998 - 2000
University of Illinois at Urbana-Champaign 1995 - 1997
Skills
Leadership, Public Policy, Business, Economics, Politics, Government, Public Speaking
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1995 — 1997
Master of Science (M.S.), Mechanical Engineering
University of Illinois at Urbana-Champaign 1991 — 1995
Bachelor of Science (B.S.), Mechanical Engineering
KKMP Capital Pioneer Advisors, LLC 2012 - Present
BIC Group 2013 - January 2014
PIMCO March 2008 - September 2012
Deutsche Bank March 2006 - March 2008
Prudential Financial March 2005 - March 2006
Merrill Lynch February 1999 - March 2005
Novartis March 1997 - July 1998
Pitney Bowes January 1995 - January 1997
Skills
Financial Advisory, Financial Analysis, Asset Management, Hedge Funds, Insurance, Investment Strategies, Investments, Leadership, Marketing, Mutual Funds, Fixed Income, Series 7, Wealth Management, Portfolio Management, Series 63, Sales, Alternative Investments, Asset Allocation, Securities, ETFs, Separately Managed..., Investment Advisory, Investment Management, Series 65, Equities, Capital Markets, Structured Finance, Risk Management, Derivatives, Relationship Management, Private Equity, Strategic Planning, Commodity, Strategy, 401k, Bonds, Financial Modeling
Education
University of Florida 1997 — 1997
Master of Business Administration (MBA), Business Administration
PIMCO July 2011 - January 2015
California Bank & Trust July 2010 - July 2011
Decipher, Inc January 2010 - July 2010
CIT Group July 2005 - June 2009
Interviewing Service of America October 2003 - March 2005
Symitar September 2002 - April 2003
Skills
Credit, Customer Service, Account Management, Financial Analysis, Business Development, Banking, Strategic Planning, Marketing Communications, Risk Management, New Business Development, Portfolio Management, Negotiation, Coaching, Sales, Competitive Analysis, Analysis, Process Improvement, Sales Management, Finance, Management, Business Analysis, Change Management, Outlook, Financial Modeling, Asset Management, Investments, Mergers, Teamwork
Education
University of California, Riverside 1998 — 2002
Bachelor of Science (BS), Business Administration
PIMCO August 2014 - Present
UBS February 2007 - April 2012
Skills
Investment Banking, Financial Modeling, Equities, Valuation, Capital Markets, Hedge Funds, Corporate Finance, Investments, Private Equity, Fixed Income, Bloomberg
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
The Lauder Institute – University of Pennsylvania 2012 — 2014
Master of Arts (MA), International Studies
University of New South Wales 2002 — 2006
BCom/LLB, Finance
PIMCO October 2008 - September 2010
The Walt Disney Company June 2006 - August 2006
Skills
Talent Acquisition, Human Capital
Education
University of California, Los Angeles 2003 — 2008
Bachelor's degree, East Asian Studies
PIMCO June 2013 - August 2013
Perella Weinberg Partners August 2012 - August 2012
University of Chicago June 2012 - August 2012
The Boston Consulting Group March 2012 - March 2012
Shannon Foundation June 2008 - July 2010
Skills
Microsoft Office, LaTeX, Chinese, Matlab, VBA, OPL
Education
University of Chicago 2010 — 2014
Bachelor of Arts (B.A.), Mathematics and East Asian studies
University of Cambridge 2012 — 2013
Applied Mathematics
Princeton in Beijing, Princeton University 2011 — 2011
Chinese Language and Literature
Comverge April 2015 - Present
Comverge October 2012 - April 2015
PIMCO June 2010 - October 2012
Canyon Partners, LLC April 2008 - June 2010
Credit Suisse February 2007 - April 2008
Credit Suisse 2005 - 2007
Skills
Human Resources, Employee Relations, Talent Management, Onboarding, Performance Management, Talent Acquisition, Immigration Law, Employment Law, Benefits Administration, Temporary Placement, Mergers & Acquisitions, Management, Applicant Tracking..., Recruiting, Leave Administration, Employee Engagement
Education
University of California, Santa Barbara 1996 — 2000
BA, Business-Economics, Accounting
Eagle Asset Management April 2015 - Present
River Oak Etf Solutions November 2013 - May 2015
PIMCO January 2010 - February 2012
Allianz / Pimco October 2007 - December 2010
Ameriprise Financial Services, Inc. 2006 - 2007
ProEquities January 2001 - April 2006
Skills
Series 6, Series 7, Series 63, Series 65, License Life and Health, ETFs, Separately Managed..., Investments, Asset Allocation
Education
University of Michigan
University of Michigan
Green Street Advisors February 2014 - Present
PIMCO July 2011 - February 2014
IBISWorld September 2009 - July 2011
Cars.com September 2008 - September 2009
LPL Financial March 2006 - May 2007
Sares-Regis Group June 2005 - September 2006
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Analysis, Analytics, Forecasting, Data Analysis, Valuation, Economics, Google Adwords, Competitive Analysis, Strategy, Portfolio Management, Investments, Finance, VBA, MSN AdCenter, Business Analysis, Process Improvement, Qualitative Research, Investment Management, Python, R, Economic Research, Market Research, Economic Modeling, Problem Solving, Monetary Economics, Oracle SQL Developer, Bloomberg, SEO, Equity Derivatives, SQL, Economic Forecasting, Industry Research, Options, Econometrics, Fixed Income
Education
University of California, Santa Barbara 2004 — 2008
B.A, Business Economics
Tesoro High School 2002 — 2004
Diploma
Investment Banking Institute
PIMCO April 2013 - Present
ESP Computer Services January 2009 - March 2013
ELLKAY June 2008 - August 2008
Skills
SDLC, Requirements Analysis, Business Analytics, MS Project, Visio, SQL, Microsoft Office, Software Development, Agile Methodologies, Databases, MySQL, Web Applications, ASP.NET, Web Development, AJAX, SQL Server, C#, JavaScript, XML, VB.NET, jQuery, Visual Basic, .NET, Visual Studio, WCF, Access, Agile, LINQ, ASP.NET MVC, ADO.NET, ASP, OOP
Education
University of Southern California 2007 — 2009
Masters of Science, Computer Science
University of Mumbai 2003 — 2007
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Compass Financial Partners February 2013 - Present
PIMCO March 2011 - February 2013
CAPTRUST Financial Advisors December 2006 - March 2011
Local Government Federal Credit Union February 2006 - November 2006
PricewaterhouseCoopers October 2003 - January 2006
Skills
Investments, Asset Managment, Investment Advisory, Asset Allocation, Asset Management, Alternative Investments
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
BA, Accounting
PIMCO April 2014 - Present
PIMCO January 2014 - April 2014
PIMCO August 2012 - December 2013
PIMCO June 2011 - August 2011
PIMCO June 2010 - August 2010
Collegewise June 2008 - August 2009
Metropolitan West Capital Management June 2007 - August 2007
Skills
Microsoft Office, Bloomberg, Microsoft CRM, Fixed Income, Derivatives, Investment Management
Education
University of Southern California - Marshall School of Business 2008 — 2012
Bachelor of Science, Business Administration, Finance, Cum Laude (3.7 GPA)
University of Melbourne - Melbourne Business School 2011 — 2011
Finance
PIMCO December 2012 - Present
PIMCO December 2010 - December 2012
PIMCO January 2008 - December 2010
PIMCO June 2006 - December 2007
UCLA Fund 2003 - 2006
UCLA Fund July 2003 - August 2003
UCLA Fund June 2001 - July 2003
Skills
Investment Management, Fixed Income, Portfolio Compliance, Management, Bloomberg, Training & Development, International Exposure, Product Knowledge, Credit Derivatives, Interest Rate..., Futures, Options Strategies, Highly Analytical, Innovative Problem..., Written Skills, Interpersonal Skills, Group Presentations, Process Improvement, Operational Efficiency, Business Objects, MS Access, MS Excel, Compliance, Derivatives, PowerPoint
Education
University of California, Riverside 2001 — 2006
B.A., Business Economics
University of California, Los Angeles 2002 — 2003
Summer school courses, Political Science, Philosophy
PIMCO December 2006 - Present
Deutsche Asset Management April 2004 - October 2006
Deutsche Bank June 2002 - April 2004
Deutsche Bank June 2000 - June 2002
Education
University of Massachusetts, Amherst 1996 — 2000
University of Michigan - Stephen M. Ross School of Business
MBA
Cetera Financial Group May 2015 - Present
Fujitsu Ten Corp Of America November 2014 - January 2015
PIMCO August 2013 - November 2014
Fox Filmed Entertainment November 2011 - August 2013
SFW, LLC July 2011 - October 2011
Surge February 2011 - May 2011
Amgen May 2010 - February 2011
Canon Communications 2010 - 2010
William O'Neil + Co. Inc. 2009 - 2010
UCLA Healthcare 2002 - June 2009
Skills
Sound Design, Digital Asset Management, Silverlight, Agile, Visual Studio, jQuery, ASP.NET MVC, Sony Vegas, Sony ACID Pro, Inkscape, Gimp, .NET, Blender, Visio, Word, Creative Writing, Technical Writing, NAnt, FogBugz, NetBeans, MVVM, XAML, XML, Wordpress, Spoken Word, SQL Server, SQLite, MySQL, Microsoft Expression..., Tortoise SVN, Mercurial, Subversion, VMware Workstation, Microsoft SQL Server, Agile Methodologies, Oracle, Visual Basic, Web Development, Databases, GIMP, SQL, WordPress, Acid Pro, Web Applications, JavaScript, WPF, Microsoft Expression, ASP.NET, Microsoft Word
Education
UCSB 1986 — 1991
Physics, Astrophysics, Theatre, Poetry
University of California, Santa Barbara
Cisco October 2014 - Present
Cisco July 2012 - October 2014
Cisco May 2011 - August 2011
General Electric Healthcare March 2011 - April 2011
PIMCO February 2007 - May 2010
Precision Wealth May 2005 - January 2007
Skills
Quantitative Analytics, Quantitative Analysis, Tableau, Financial Analysis, Financial Modeling, Project Management, Strategy, Analytics, Marketing Strategy, Program Management, Microsoft Excel, Business Development, Project Planning, Valuation, Analysis, PowerPoint, Cross-functional Team..., Project Execution, Qualitative Research, Mergers & Acquisitions, Corporate Finance, Excel, Sales Process, Demand Forecasting, Revenue Forecasting, Planning Budgeting &..., Management, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
University of California, San Diego 2001 — 2005
BS, Management Science - Economics
PIMCO September 2010 - Present
Wilshire Associates Incorporated November 1999 - August 2010
Towers Perrin July 1998 - November 1999
Education
University of California, Los Angeles 1994 — 1998
Ph.D., Mathematics
The University of Chicago 1989 — 1993
B.A., Mathematics
Phillips Exeter Academy 1986 — 1989
BlackRock January 2011 - Present
BlackRock December 2009 - January 2011
Barclays Global Investors September 2006 - December 2009
Barclays Global Investors December 2000 - September 2006
Barclays Global Investors June 1999 - December 2000
PIMCO 1997 - 1999
Colorado Housing and Finance Authority 1995 - 1997
Skills
Portfolio Management, ETFs, Equities, International Equities, Emerging Markets, Client Engagement, Institutional Clients, Institutional..., Asset Allocation, Investment Management, Investment Strategies, Hedge Funds, Asset Management, Mutual Funds, Fixed Income, Bloomberg, Alternative Investments, Investments
Education
University of Colorado at Boulder 1990 — 1994
B.S., Business, Accounting
Berman McAleer May 2013 - Present
StanCorp Investment Advisers, Inc. November 2010 - May 2013
Harness Investment Management Group, LLC 2008 - 2010
First Independent Bank 2006 - 2008
PIMCO 2001 - 2006
Skills
Portfolio Management, Investments, Alternative Investments, Hedge Funds, Asset Managment, Asset Allocation, Fixed Income, Investment Management, Financial Modeling, Equities, Investment Advisory, Investment Strategies, Asset Management, Mutual Funds, Mergers & Acquisitions, Bonds, Investment Banking, Commodity, Financial Risk, Strategy, Financial Advisory, Risk Management, Retirement Planning, Emerging Markets, Series 7, Wealth Management
Education
University of Missouri-Columbia 1989 — 2003
B.S.B.A., Finance, Economics
Washington University in St. Louis - Olin Business School 1998 — 2000
MBA, Finance
University of Missouri-Columbia, College of Business 1989 — 1993
B.S. Finance and Economics, Finance, Economics
Vassar College September 2011 - December 2013
PIMCO June 2013 - August 2013
Merrill Lynch September 2012 - December 2012
Mizuho Corporate Bank August 2012 - September 2012
Vassar College May 2012 - August 2012
Brewster Financial Planning LLC January 2012 - January 2012
Vassar College May 2011 - July 2011
Shanghai Roots & Shoots 2006 - 2010
Skills
Mandarin, Stata, Shanghainese, Microsoft Office, Econometrics, LaTeX, Economics, Research, Monetary Policy, Nonprofits, Chinese, Bloomberg Terminal, R, Microsoft Excel, Data Analysis, Reuters, Fixed Income
Education
University of Pennsylvania - The Wharton School
Doctor of Philosophy (Ph.D.), Applied Economics
Vassar College 2010 — 2014
BA, Economics, Mathematics
University of Oxford 2013 — 2013
JYA, Economics, Mathematics
Shanghai Foreign Language School 2003 — 2010
The Hotchkiss School 2007 — 2007
PIMCO January 2003 - December 2013
Skills
Microsoft Excel, MS Excel Pivot Tables, SharePoint, PowerPoint, Microsoft Word, Chinese, Account Reconciliation, Financial Analysis, Tax Accounting, Financial Accounting, Foreign Languages, Highly detail oriented, Drawing, Business Analysis, Corporate Finance, Tax Returns, Accruals
Education
University of California, Riverside 1999 — 2002
Bachelor of Arts (BA), Accounting
PIMCO July 2014 - Present
Brown Brothers Harriman August 2008 - July 2014
Brown Brothers Harriman June 2006 - August 2008
Toscano and Ardito, CPA June 2005 - June 2006
Skills
Equities, Bloomberg, Fund Accounting, Securities, Mutual Funds, Fixed Income, Derivatives, Project Management, IFRS, US GAAP, Operational Risk..., Manage Client..., Innovation, European Tax, Staff Management, Investment Valuation, Bank Reconciliation, Offshore Trusts, UCITS, ETFs, Team Leadership, Swaps, Futures, Options, Microsoft Excel, Creative Problem Solving, Global Custody
Education
University of Massachusetts at Lowell
Business Administration, Management
BlackRock August 2015 - Present
Sensay November 2014 - April 2015
PIMCO June 2014 - August 2014
UCLA Office of Residential Life August 2012 - June 2014
UCLA Undergraduate Students Association Council May 2013 - May 2014
O.P. Khaitan & Co., Solicitors & Advocates July 2012 - August 2012
City of Irvine August 2009 - June 2010
Skills
Community Outreach, PowerPoint, Event Planning, Public Speaking, Microsoft Office, Research, Community Service, Microsoft Word, Microsoft Excel, Spanish, Social Media, Fundraising, Outlook, Social Networking, Editing, Data Analysis, Nonprofits, Creative Writing, Teamwork, Volunteer Management, Facebook, Time Management, Leadership, Blogging, Social Media Marketing, Public Relations, Customer Service, Photoshop, Policy Analysis, Grant Writing
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (BA), Economics and History, GPA: 3.72
Northwood High School 2007 — 2011
PIMCO August 2014 - Present
Neuberger Berman October 2010 - July 2014
Merrill Lynch May 2009 - October 2010
Education
University of Miami 2005 — 2009
Finance
Covidien Neurovascular August 2012 - January 2015
Edwards Lifesciences June 2011 - July 2012
Edwards Lifesciences July 2009 - July 2011
Edwards Lifesciences August 2008 - July 2009
PIMCO March 2005 - July 2008
C&M Fine Pack January 2004 - March 2005
Skills
Cross-functional Team..., Business Development, Analytics, Medical Devices, Product Management, Process Improvement, Strategy, Global Marketing, Product Marketing, Product Launch, Product Development, Market Analysis, Marketing Strategy, Forecasting, Competitive Analysis, Marketing
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Marketing and Finance
University of Oklahoma 1999 — 2003
Bachelors, Psychology/Communications
PIMCO August 2011 - Present
Arch Bay Capital, LLC November 2009 - July 2011
Solace Financial, LLC 2006 - 2009
OLD CANAL FINANCIAL 2004 - 2006
Prudential Securities 2002 - 2002
Education
University of California, San Diego 2000 — 2004
Economics
PIMCO April 2011 - Present
Buffalo Funds January 2010 - April 2011
Russell Investment Group January 2008 - April 2009
Russell Investments July 2005 - December 2007
JP MORGAN RETIREMENT PLAN SERVICES January 2000 - January 2005
American Century Investments 1995 - 2000
Skills
Investments, Mutual Funds, Alternative Investments, Retirement, Asset Allocation, 401k, Investment Management, Portfolio Management, Series 7, Retirement Planning
Education
University of Central Missouri 1985 — 1990
Bachelor of Science, Business Administration
Federated Investors January 2009 - August 2013
PIMCO August 1990 - March 2004
PIMCO March 1983 - March 1989
Skills
Financial Markets, Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Asset Management, Mutual Funds, Investment Strategies, Bloomberg, Portfolio Management, Securities, Institutional...
Education
University of Nevada-Reno
Bachelor of Science (B.S.), Business Admin/Finance
Allianz Group March 2014 - Present
Financial Times March 2014 - Present
Bloomberg LP March 2014 - Present
Payoff 2014 - Present
President's Global Development Council December 2012 - Present
Microsoft 2007 - Present
PIMCO December 2007 - March 2014
Harvard Management Company February 2006 - December 2007
PIMCO April 1999 - February 2006
Salomon Smith Barney January 1998 - April 1999
Skills
Finance, Economics, Emerging Markets, Management, Investment Strategies, Research, Financial Advisory, Asset Management, Portfolio Management
Education
Oxford University 1980 — 1983
Doctorate, Economics
University of Cambridge 1977 — 1980
Bachelor's and master's degree, Economics
DIRECTV 2012 - January 2014
Covidien December 2011 - June 2012
PIMCO May 2011 - October 2011
HSBC May 2008 - March 2011
Citigroup April 2007 - February 2008
Infosys Technologies Ltd October 2004 - April 2007
Skills
Unix, ClearCase, C++, Sybase, Perl, PL/SQL, SDLC, C, Eclipse, SQL, Design Patterns, Unix Shell Scripting, Multithreading, RTOS, Subversion, Software Design, Embedded Systems, JSP, Object Oriented Design, Software Engineering, Software Development, XML, Databases, data structures, algorithms, VxWorks, ThreadX, Python, Java, Servlets, JS, Project Management, Technical Product..., MySQL, Technical Hiring, Git, JIRA, Agile Project Management, Requirements Analysis, Agile Methodologies, Oracle, Software Project..., Business Analysis
Education
University of Madras 2000 — 2004
Bachelor of Engineering (B.E.), Electonics and Communications Engineering
PIMCO March 2011 - Present
Morgan Stanley Smith Barney January 2010 - May 2010
Education
University of California, Santa Barbara 2006 — 2010
B.A., Business Economics with Accounting Emphasis
Riverglade Condo Association 2011 - Present
Boston Partners Asset Management 1997 - 2006
The Boston Company Asset Management, LLC 1994 - 1996
PIMCO 1991 - 1994
Skills
Fixed Income, Financial Modeling, Portfolio Management, Securities, Asset Management
Education
University of California, Los Angeles 1986 — 1990
BA in History with Minor in Business and Urban Planning
PIMCO April 2015 - Present
Bessemer Trust January 2015 - April 2015
Bessemer Trust September 2012 - April 2015
Lloyds TSB Private Banking May 2012 - September 2012
MFX Solutions June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Bloomberg Terminal, Capital IQ, Investments, Financial Modeling, Valuation, Corporate Finance, Fixed Income, Equities, Financial Analysis, Capital Markets, Public Speaking, Finance
Education
University of Florida - Hough Graduate School of Business 2011 — 2012
MS, Finance
University of Florida - Warrington College Of Business 2007 — 2011
BSBA, Finance
PIMCO July 2010 - Present
Chicago Climate Futures Exchange July 2008 - July 2010
Bear Stearns June 2006 - June 2008
Education
University of Delaware 2003 — 2006
BA, Political Science & Journalism
Trindent Consulting July 2015 - Present
Rotman School of Management, University of Toronto May 2014 - August 2014
Ontario Hospital Association April 2011 - August 2013
Soltoro Ltd. September 2010 - April 2011
Inflection Capital May 2009 - April 2011
PIMCO May 2008 - August 2008
Skills
Economics, Quantitative Analytics, Leadership, Finance, Econometrics, Stata, Statistics, Economic Modeling, Corporate Finance, Management Consulting, Data Analysis, Strategic Planning, Macroeconomics, Risk Management, Microeconomics, Building Models, Marketing, Economic Research, SAS programming, R, Business Intelligence, Rap, SAS Base, SAS, Quantitative Research, Game Theory, Strategy, Analysis, Project Management, Research
Education
University of Toronto 2012 — 2015
Master of Business Administration (MBA), 3.93/4 GPA
University of Toronto 2008 — 2009
Master's, Economics
University of Ottawa / Université d'Ottawa 2003 — 2007
Bachelor of Social Sciences, Honours in Economics (Co-op), Economics, 8.7/10 GPA
PIMCO February 2014 - Present
Milliman August 2011 - January 2014
J.P. Morgan 2009 - 2009
Skills
Actuarial Science, ALM, Economic Capital, Actuarial Consulting, Financial Modeling, Valuation, Financial Analysis, VBA, Insurance, Investments, Risk Management, Pensions, Reinsurance, Life Insurance, Portfolio Management, Analysis
Education
University of Connecticut 2007 — 2011
BA (Honors), Applied Mathematics, 3.7/4.0
Manulife Asset Management July 2015 - Present
Baird Advisors April 2014 - June 2015
PIMCO 2008 - April 2014
Nuveen Investments 1999 - 2008
Skills
Alternative Investments, Separately Managed..., Series 7, Asset Management, Fixed Income, Mutual Funds, Investment Management, Asset Allocation, Bonds, Investment Strategies, Securities, Equities, ETFs, Hedge Funds, Series 63
Education
University of Notre Dame 2013 — 2014
Master of Business Administration (MBA)
University of Notre Dame
Bachelor of Arts (B.A.)
UBS Global Asset Management February 2008 - Present
Reams Asset Management March 2003 - December 2004
PIMCO March 1995 - March 2003
Skills
Mutual Funds, Derivatives, Fixed Income, Asset Management, Investment Management, Global Fixed Income, Portfolio Management, Investment Strategies
Education
The University of Chicago 2004 — 2008
Master of Arts (MA), Economics
The University of Chicago 1989 — 1992
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Accounting
PIMCO June 2012 - Present
Morgan Stanley Smith Barney August 2006 - June 2012
Goldman Sachs March 2004 - July 2006
Oracle November 1998 - March 2004
Skills
Equities, Derivatives, Sybase, Fixed Income, Trading Systems, Java, C++, Spring, Hibernate, XSLT, JUnit, Maven, Perforce, Eclipse, JIRA, Crucible, Fisheye, JAXB, SQL, Quartz, CVS, C#, JAXP, Management, Subversion, Oracle SQL, FX Derivatives, Oracle
Education
Latymer Upper School
University of Cambridge
Master of Arts (MA), Computer Science
Teri Property Group April 2015 - Present
PIMCO September 2013 - March 2015
SL Green Realty Corp. April 2011 - September 2013
Royal Bank of Scotland August 2010 - March 2011
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Real Estate, Retailing, Marketing
Lakeside School
PIMCO May 2013 - Present
United States Department of the Treasury October 2009 - May 2013
Executive Office of the President - Office of Management and Budget October 2012 - February 2013
United States Department of the Treasury November 2008 - October 2009
Telemet America, Inc. October 2005 - November 2008
Moon Capital Management, LLC February 2005 - October 2005
Skills
Financial Modeling, Equities, Financial Analysis, Bloomberg, Investments, Valuation, Capital Markets, Securities, Data Analysis, Internal Controls, Internal Control..., Fixed Income, Derivatives, Leadership, Asset Management, Financial Markets, VBA, Corporate Finance, Portfolio Management, Economics, Finance, Investment Banking, Risk Management
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2011
Master of Business Administration, Finance
University of Tennessee-Knoxville 2002 — 2005
Bachelor of Science, Finance
PIMCO July 2013 - June 2015
Barclays Capital July 2011 - June 2013
Skills
Equities, Investment Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (MBA)
University of Virginia 2007 — 2011
Bachelor of Science, McIntire School of Commerce
PIMCO January 2012 - Present
KPMG June 2000 - January 2012
Skills
SEC filings, Risk Management, Financial Analysis, Investment Management, Capital Markets, Fixed Income, Investment Banking, Asset Management, Investments, Financial Reporting, Corporate Finance, Financial Modeling, Equities, Derivatives, Sarbanes-Oxley Act, Due Diligence, Valuation, Portfolio Management, Strategy, Financial Risk, Analytics, Mergers & Acquisitions, Bloomberg, Outsourcing, Finance, Enterprise Risk..., Alternative Investments, Banking, Hedge Funds, Private Equity, Auditing, Internal Controls
Education
University of California, Santa Barbara 1996 — 2000
Tabex March 2014 - Present
Innolitica September 2012 - Present
The Inovo Group, LLC January 2012 - August 2012
PIMCO June 2011 - August 2011
Skills
Strategy, Analytics, Analysis, Product Management, Management, Strategic Partnerships
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration (MBA), Finance and Marketing, GMAT 700
Morgan Stanley 2013 - Present
PIMCO 2011 - 2013
JP Morgan 2008 - 2008
Goldman Sachs 2007 - 2007
Flytrading 2005 - 2007
Skills
Trading, Options, Credit, Securities, Investment Management, FX Options, Commodity, Swaps, Bloomberg, Fixed Income, Hedge Funds, Equities, Financial Modeling, Valuation, Asset Allocation, Financial Markets, Hedging
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Investment Management
Pennsylvania State University 2001 — 2005
Bachelor of Science, Finance
ThriveMarket.com July 2015 - August 2015
REVOLVE February 2014 - July 2015
Strategy&, a member of the PwC network of firms (formerly Booz & Company) November 2013 - April 2014
21st Century Fox April 2013 - November 2013
DIRECTV September 2012 - April 2013
PIMCO June 2012 - August 2012
Live Nation Entertainment March 2012 - June 2012
Phunware, Inc. December 2011 - March 2012
Wells Fargo Bank September 2010 - September 2011
Brushed Metal April 2009 - April 2009
Skills
iOS, Android, Ruby on Rails, Git, Subversion, Xcode, Instruments, TDD, Frameworks, Objective-C, JSON, XML, Facebook API, Google API, Google Maps, Push notification, User Interface, Ruby, iPhone, Mobile Devices, Test Driven Development, Musical Instruments, Databases, Web Applications, Security, Web Services, REST, Agile Methodologies, Java, Mobile Applications, jQuery, jQuery Mobile, JavaScript, PhoneGap, HD Video, Live Video Streaming, PHP, Web Development, MySQL, HTML 5, Agile Project Management, Software Development, iOS development, User Experience, Amazon Web Services..., Scrum, Testing, Software Engineering, Eclipse, Open Source
Education
University of Oklahoma 1994 — 1999
EE, Computer Electrical Engineering
University of Oklahoma 1994 — 1999
Bachelor of Science, Computer Electrical Engineering
Villanova University School of Law Legal InternAberdeen Asset ManagementMay 2015 - Present
PIMCO April 2013 - May 2014
Aberdeen Asset Management July 2012 - March 2013
Aberdeen Asset Management July 2011 - June 2012
Aberdeen Asset Management June 2010 - November 2010
Wilmington Trust June 2009 - August 2009
Skills
Asset Management, Bloomberg, Business Development, Mutual Funds, Investments, Private Equity, FINRA, Equities, Financial Services, Hedge Funds
Education
Villanova University School of Law 2014 — 2017
Juris Doctor (J.D.)
University of Pennsylvania 2008 — 2011
B.A., Philosophy, Politics, and Economics
Archbishop John Carroll
Hawaiian Airlines September 2013 - Present
The Walt Disney Company February 2012 - September 2013
The Walt Disney Company February 2010 - February 2012
PIMCO June 2009 - September 2009
Merrill Lynch June 2008 - January 2009
UCLA Anderson School of Management 2008 - 2009
Skills
Financial Modeling, Investments, Financial Analysis, Strategy, Corporate Finance, Due Diligence, Finance, Fixed Income, Equities, Management, Mutual Funds, Valuation, Sales, Private Equity, Mergers & Acquisitions, Bloomberg, Competitive Analysis, Business Strategy, Strategic Financial..., Asset Management, Market Research, Research, Portfolio Management, Analysis, Economics
Education
University of California, Los Angeles
Alpine Funds September 2014 - Present
Nomura Asset Management November 2011 - October 2013
PIMCO September 2010 - November 2011
Allianz Global Investors January 2007 - February 2011
Skills
Mutual Funds, Separately Managed..., Investment Management, Investments, Asset Allocation, Investment Strategies, Series 63, Hedge Funds, Securities, Portfolio Management
Education
University of Delaware
PIMCO September 2011 - Present
Legg Mason April 2008 - August 2011
Skills
Mutual Funds, Series 63, Asset Management, Securities, Bloomberg, Investments, Bonds, FINRA, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Equities, Fixed Income
Education
University of Massachusetts, Amherst 2002 — 2004
BA, Political Science
PIMCO August 2015 - Present
Davis Wright Tremaine LLP May 2015 - July 2015
Epiq Systems March 2015 - May 2015
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates February 2015 - March 2015
Arent Fox February 2014 - March 2014
O'Melveny & Myers LLP September 2013 - December 2013
Thompson Hine LLP August 2013 - August 2013
GARCIA, SULLIVAN & LOPEZ, LLP June 2013 - August 2013
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2013 - June 2013
Paul Hastings April 2013 - April 2013
Skills
Family Law, Copyright Law, English, French, Prenuptial Agreements
Education
University of Paris I: Panthéon-Sorbonne 2002 — 2006
Wells Fargo Dealer Services November 2007 - Present
Impac Funding Corp 2003 - 2007
Fidelity National Financial 2000 - 2003
Western Asset 1997 - 2000
Pimco 1995 - 1997
Unocal 1993 - 1995
TRW-RELS 1990 - 1993
Prudential Real Estate Affiliates 1988 - 1990
The Wyatt Company 1985 - 1987
Education
University of Michigan-Dearborn 1980 — 1984
Mott High School
PIMCO November 2012 - Present
PwC October 2011 - October 2012
JER Partners September 2009 - September 2011
PwC September 2007 - September 2009
PwC September 2002 - September 2007
Skills
Financial Reporting, Finance, Private Equity, Assurance
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2002
BBA, Finance, Accounting, International Business
PIMCO July 2001 - Present
Dreyfus Corportion July 1999 - July 2001
Morgan Keegan & Co. 1991 - July 1999
Wachovia June 1989 - October 1991
Skills
ETFs, Mutual Funds, Separately Managed..., Wealth Management
Education
University of North Carolina at Chapel Hill 1984 — 1988
BA Economics, Economics
PIMCO September 2014 - Present
PIMCO August 2013 - September 2014
PIMCO February 2009 - August 2013
Morgan Stanley April 2001 - February 2009
Skills
Fixed Income, Portfolio Management, Trading, Bonds, Asset Allocation, Bloomberg, Investment Strategies, Financial Modeling, Mutual Funds, Credit Derivatives, Investments, Private Equity, Valuation, Finance, Retirement Planning
Education
University of Southern California - Marshall School of Business 2005 — 2008
MBA, Finance / Investments
University of Colorado Boulder 1996 — 2000
BA, Economics
PIMCO June 2010 - May 2012
Lord Abbett June 2009 - May 2010
Merrill Lynch September 2007 - November 2008
Goldman Sachs 2001 - 2005
Broadview International 2000 - 2001
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance, Marketing
University of Pennsylvania 1996 — 2000
BS, Systems Engineering
PIMCO February 2009 - Present
Goldman Sachs May 2004 - February 2009
Lehman Brothers June 2001 - May 2004
Morgan Stanley October 1999 - June 2001
Education
University of Michigan 1992 — 1997
PhD, Physics
University of Science and Technology of China 1986 — 1992
B.S., Physics
Laud Social January 2015 - Present
Avanade March 2010 - January 2015
PIMCO February 2012 - December 2013
Microsoft March 2011 - June 2011
Capital Group November 2010 - January 2011
Microsoft March 2010 - November 2010
Booz Allen Hamilton September 2009 - February 2010
Evolute Consolidated Holdings, Inc. (Evolute) 2007 - February 2010
Captus Solutions October 2003 - November 2007
Avanade January 2001 - September 2002
Skills
.NET, Agile Methodologies, C#, SharePoint, WCF, Microsoft SQL Server, ASP.NET, TFS, SSRS, LINQ, T-SQL, Silverlight, ASP.NET MVC, SSIS, SOA, Consulting, Business Analysis
Education
University of California, Los Angeles 1996 — 2000
BS, Computer Science
Open Society Foundations June 2012 - Present
PIMCO November 2005 - June 2012
Independent Inquiry Committee into The United Nations Oil-for-Food Programme September 2004 - October 2005
Smart Design November 1999 - July 2004
Education
University of North Carolina at Charlotte 1994 — 1999
Bachelor of Science (B.S.), Geography
UCI Center for Investment & Wealth Management September 2015 - Present
City National Bank June 2015 - Present
Arthritis National Research Foundation July 2009 - Present
Consulting Services October 2012 - March 2015
CASA July 2012 - May 2013
Investment Management April 2010 - October 2012
Morgan Stanley May 2009 - March 2010
Credit Suisse May 2001 - February 2009
PIMCO August 2000 - May 2001
Education
University of Florida - Warrington College of Business Administration 1999 — 2000
M.A., International Business
PIMCO July 2007 - Present
BlackRock 1998 - 2003
Education
University of Pennsylvania 1985 — 1989
PIMCO November 2009 - Present
JER Partners December 2005 - November 2009
CB Richard Ellis May 2004 - November 2005
Education
University of Georgia - Terry College of Business 1999 — 2004
PIMCO January 2010 - Present
Deutsche Bank May 1998 - February 2010
SHL Systemhouse/MCI May 1995 - May 1998
NSERC June 1990 - May 1995
Skills
SDLC, Enterprise Architecture, Business Intelligence, Data Modeling, Disaster Recovery, Databases, Microsoft SQL Server, Integration, Sybase, Oracle, Software Development, Sybase Adaptive Server, Data Warehousing, Replication
Education
University of Ottawa / Université d'Ottawa 1981 — 1984
Bachelor of Science, Microbiology
Vancouver Technical
Smashing Ideas August 2012 - Present
msnbc.com January 2009 - August 2011
msnbc.com July 2007 - December 2008
msnbc.com January 2006 - June 2007
msnbc.com November 2004 - January 2006
Drugstore.com March 2004 - September 2004
Ignition Mortgage Technology Solutions October 1999 - January 2004
PACCAR Automotive, Inc. October 1998 - October 1999
PIMCO September 1996 - June 1998
Skills
Cross-functional Team..., Employee Engagement, Portfolio Management, Program Management, Project Planning, Process Improvement, Product Development, Software Development, Software Engineering, Web Development, Web Applications, Contract Negotiation, Advertising Operations, Content Management, Omniture, Agile Project Management, Coaching, Mentoring, E-commerce, .NET, JavaScript, XML, ASP, Change Management, Project Management, Agile Methodologies, Integration, Business Analysis, Mobile Devices, C#, Quality Assurance, CSS, Management, Leadership, Web Analytics, Scrum, Testing, SEO, SDLC, HTML, User Experience, ASP.NET, Product Management
Education
University of Florida 1994 — 1996
MA, English, Film Studies
University of California, Riverside 1989 — 1994
BA, English, Visual Culture
Janus Capital Group October 2011 - Present
PIMCO May 2006 - May 2011
State Street Corporation Investment Manager Solutions September 2003 - April 2006
Skills
Fixed Income, Hedge Funds, Bloomberg, Mutual Funds, Investments, Financial Markets, Private Equity, Asset Managment, Investment Management, Transition Management, Separate Accounts, Product Development, Product Launch, Vendor Management, Equities, Asset Management, Asset Allocation, Alternative Investments, Series 63, Securities, Investment Strategies
Education
University of Southern California - Marshall School of Business 2006 — 2009
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1998 — 2002
Dual Bachelor of Science in Business Administration, Finance and Information Systems
Third Point LLC September 2012 - Present
PIMCO October 2007 - August 2012
Skills
Asset Managment, Fixed Income, New Business Development, Client Service Oriented, Asset Management, Hedge Funds, Equities, Portfolio Management
Education
University of Florida - Warrington College Of Business 2002 — 2006
BSBA, Finance
PIMCO April 2008 - Present
Pacific Alternative Asset Management Company January 2006 - April 2008
State Street IMS July 2004 - November 2005
Skills
Financial Reporting, Securities, Bonds, Derivatives, Alternative Investments, Asset Management, Mutual Funds, Investments, Hedge Funds, Accounting, Due Diligence, Analysis
Education
University of California, Riverside 2000 — 2004
Bachelor of Arts (B.A.), Economics
Neudesic March 2012 - Present
Neudesic July 2008 - March 2012
Neudesic June 2007 - July 2008
Neudesic November 2006 - June 2007
PIMCO July 2006 - October 2006
Countrywide Financial Corporation December 2005 - March 2006
ISCA Technologies January 2005 - May 2005
Skills
Microsoft SQL Server, C#, WCF, .NET, ASP.NET, Agile Methodologies, WPF, TFS, Visual Studio, Software Development, LINQ, SQL, Silverlight, jQuery
Education
University of California, Riverside 2000 — 2005
MAP Alternative Asset Management Company, LLC October 2011 - November 2012
Pimco October 2007 - August 2011
Wells Fargo June 2005 - October 2007
American Express October 2003 - June 2005
Skills
Investments, Fixed Income
Education
University of California, Riverside 1998 — 2003
BS, Business Administration
PIMCO January 2015 - Present
PIMCO April 2011 - January 2015
General Motors Asset Management May 2007 - April 2011
Skills
Vendor Management, Fixed Income, Derivatives, Bloomberg, Asset Managment, Equities, Alternative Investments, Collateral Management, Options, Securities, Valuation, Capital Markets, Trading Systems, Portfolio Management, Investment Management, Middle Office, FX Options, Financial Markets, ISDA, Settlement, Asset Management, Dodd-Frank
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
B.S., Finance
PIMCO July 2014 - Present
PIMCO June 2013 - August 2013
Pavilion Advisory Group June 2011 - June 2012
Stratford Advisory Group September 2006 - June 2011
Ford Motor Credit Company July 2005 - August 2006
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelor of Science, Economics, Finance
PIMCO October 2010 - Present
Deutsche Asset Management February 2008 - October 2010
ABN AMRO June 2005 - November 2007
AEGON 2004 - 2005
Accenture 2004 - 2004
MidAmerica Securities 2003 - 2004
Principal Global Investors May 2003 - September 2003
Skills
Derivatives, Bloomberg, Equities, Alternative Investments, Capital Markets, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Options, Portfolio Management, Structured Products, Trading
Education
Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Iowa - Henry B. Tippie College of Business 2000 — 2005
B.B.A, Finance and Economics
Payden & Rygel September 2012 - August 2015
PIMCO March 2011 - September 2012
Western Asset Management Company July 2010 - March 2011
Western Asset Management Company August 2006 - July 2010
WestLB AG September 2005 - November 2005
Skills
Options, Asset Management, Fixed Income, Trading, Bonds, Portfolio Management, Money Market, Bloomberg, Investments, Asset Managment, Mutual Funds, Hedge Funds, Securities, Derivatives, Alternative Investments, MarketAxess, Chartered Financial..., Financial Markets, Swaps, Equities
Education
University of California, Santa Barbara 2004 — 2005
MA, Business Economics
University of California, Santa Barbara 2000 — 2004
BA, Business Economics
PIMCO December 2011 - Present
Education
University of Michigan 2006 — 2007
M.S.
University of Illinois at Urbana-Champaign 2002 — 2005
B.S.
Soul of Africa Travel January 2013 - Present
RBL Consulting LLC 2006 - 2010
Applied Medical 2002 - 2006
Gateway Computers 2000 - 2002
PIMCO 1999 - 2000
Skills
Marketing, Sales, Leisure Travel, Travel Arrangements, Adventure Travel, Business Travel, Online Travel, Travel Management, Africa, E-commerce, Safari, Philanthropy, Product Management, Product Marketing, Product Launch, Marketing Communications, Internal Communications, Crisis Communications, Strategic Communications, Public Speaking, Complex Sales, Strategic Partnerships, Hospitality, Hotels, Marketing Strategy, Management, Event Management, Tourism, Social Media Marketing, Online Marketing, Customer Service, Leisure, Public Relations, Social Media
Education
University of California, San Diego 1996 — 1999
Bachelor of Arts (B.A.), Communication and Media Studies
Northlands Girls
PIMCO Quantitative ModelingCountrywide Financial Corporation2005 - 2007
UCLA 2002 - 2005
Skills
Fixed Income
Education
University of California, Los Angeles 1996 — 2002
Zhejiang University
PIMCO Sr. Software EngineerMorphoTrakJuly 2010 - November 2013
Raytheon September 2005 - June 2010
Mass Connections January 2003 - September 2005
eConnections June 1999 - May 2002
SPAWAR July 1995 - June 1999
Skills
XML, Web Services, Java Enterprise Edition, UML, Design Patterns, Oracle, Java, Software Development, SDLC, HTML, SOAP, Microsoft SQL Server, Object Oriented Design, JavaScript
Education
University of North Carolina at Charlotte
Millennium Dental Technologies August 2014 - Present
PIMCO March 2014 - August 2014
Edwards Lifesciences April 2011 - August 2013
American Cancer Society December 2005 - January 2011
Skills
Fundraising, Community Outreach, Event Planning, Media Relations, Event Management, Travel Planning, Scheduling, International Business, Strategic Planning, Public Relations, Community Development, Leadership, Budgets, Proposal Writing, Marketing, Team Building, Volunteer Management, Program Management, Process Scheduler
Education
University of California, Riverside 2000 — 2004
Bachelor of Science (BS), Business Administration, Management and Operations
PIMCO 2011 - Present
Allianz Global Investors July 2001 - 2011
Dreyfus Corporation July 1999 - July 2001
Education
University of North Carolina at Chapel Hill 1984 — 1988
Ravenscroft 1982 — 1984
FRESHMAN AND SOPHOMORE HIGH SCHOOL
St. Mary's High School 1982 — 1984
JUNIOR AND SENIOR YEAR OF HIGH SCHOOL
Aviation Capital Group (ACG) September 2015 - Present
PIMCO July 2014 - June 2015
Financial Industry Regulatory Authority January 2010 - May 2014
KWC Engineers October 2000 - September 2008
Skills
Legal Writing, Securities, Financial Regulation, Document Drafting, Legal Compliance, Fraud, Litigation Support, Securities Regulation, Microsoft Office
Education
University of Maryland University College 2012 — 2013
Humanities/Humanistic Studies
Columbia Union College 1982 — 1983
Clinical Psychology
Northern Trust Preschool Co-TeacherNorthwood Montessori PreschoolJuly 2008 - Present
PIMCO 2006 - 2006
State Street 2004 - 2006
Education
University of Louisiana at Monroe 1999 — 2003
Bachelor of Arts, Legal Studies
PIMCO November 2012 - Present
ClariVest Asset Management September 2007 - February 2013
Skills
Project Management, Strategic Planning
Education
University of Colorado Boulder 1995 — 1999
Bachelor's degree
PIMCO April 2015 - Present
Capital Group October 2005 - April 2015
Capital Group October 2003 - October 2005
Capital Group March 2000 - October 2003
Skills
Investments, Process Improvement, Equities, Portfolio Management, Securities, Trading, Strategic Planning, Team Building, Fixed Income, Bloomberg, Mutual Funds, Training, Management, Valuation, Investment Management, Microsoft Excel, Project Management, Finance, Asset Managment, Coaching, Leadership Development, Fundraising, Marketing, Organization, Corporate Actions, Reference Data, Derivatives, Alternative Investments, Relationship Management, Asset Allocation, Hedge Funds, SharePoint, SQL, PowerPoint, Reuters, Telekurs, Mortgage Lending, Operations Management, Procedure Development, Research, Trend Analysis, Process Enhancement, Business Strategy, Data Analysis, Analysis, Settlement, Asset Management
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science (BS), Business Administration and Management, General
Bloomberg LP January 2011 - Present
Bloomberg Tradebook September 2008 - January 2011
Credit Suisse July 2004 - October 2007
PIMCO August 2000 - August 2002
Skills
Capital Markets, Financial Modeling, FX Options, Bloomberg, Derivatives, Foreign Exchange, Fixed Income, Electronic Trading
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (MBA)
University of California, Riverside 1995 — 1999
BS, Business
Pacific Asset Management June 2007 - Present
PIMCO 1996 - 2005
Skills
Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Equities, Bloomberg, Capital Markets, Portfolio Management, Bonds, Asset Allocation, Investments, High Yield
Education
University of Southern California - Marshall School of Business 1998 — 2000
MBA
University of California, Los Angeles 1988 — 1992
BA, Economics
PIMCO February 2011 - Present
AXA Distributors December 2007 - January 2011
Lynx Capital Partners, LLC September 2006 - December 2007
Skills
Asset Management, Equities, Investments, Mutual Funds, Series 63, Series 7
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
BS in Finance
DoubleLine Group LP April 2014 - Present
PIMCO January 2013 - April 2014
PIMCO June 2012 - April 2014
PIMCO January 2010 - December 2012
PIMCO September 2007 - December 2009
Citi Smith Barney June 2006 - August 2007
Skills
Fixed Income, Financial Modeling, Bloomberg, Valuation, Asset Management, Hedge Funds, Financial Analysis, Equities, Alternative Investments, Investments, Investment Management, Mutual Funds, Private Equity, Corporate Finance, Due Diligence, Portfolio Management, Capital Markets, Asset Allocation, Series 7, Securities, Analysis, Bonds
Education
University of Southern California - Marshall School of Business 2010 — 2013
Master of Business Administration (MBA)
University of California, Riverside 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
PIMCO January 2011 - Present
Education
University of Pennsylvania - The Wharton School
University of Pennsylvania 1997 — 2001
PIMCO January 2011 - Present
Allianz Global Investors August 2000 - January 2011
Skills
Series 63, Separately Managed..., Series 7, Mutual Funds, Equities, ETFs, Asset Allocation, Alternative Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
BS, Business Administration
PIMCO July 2008 - Present
AST Capital Trust 2003 - 2008
Morley Financial (Gartmore Morley) 2000 - 2003
Skills
401k, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Fixed Income, Hedge Funds, Investment Management, Investments, Marketing, Mutual Funds, Portfolio Management, Series 63, Series 7
Education
University of California, Los Angeles 1978 — 1983
Economics
PIMCO January 2015 - Present
PIMCO August 2013 - Present
PIMCO June 2012 - August 2012
NFi Studios (acquired by Avectra, Inc. October 2010) May 2010 - May 2011
ThePort Network, Inc. May 2009 - May 2010
ThePort Network, Inc. March 2009 - May 2009
ThePort Network, Inc. February 2009 - March 2009
KPMG 2007 - 2008
Skills
Management, Business Development, Social Media Marketing, Financial Analysis, Business Planning, Analysis, Account Management, Business Strategy, Investment Management, Valuation, Portfolio Management, Cross-functional Team..., Corporate Finance, Fixed Income, Nonprofits, Enterprise Software, Start-ups, Mergers & Acquisitions, Sales, Sales Operations, Financial Modeling, Talent Management, B2B, Time Management, Entrepreneurship, Persuasive Presentations, Strategic Partnerships, Solution Selling
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA, Finance and Investment Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
BSBA, Business Administration
Banc of California August 2014 - Present
Apria Healthcare February 2014 - July 2014
PIMCO March 2013 - February 2014
East West Bank July 2011 - March 2013
AT&T Interactive November 2008 - July 2011
Spot Runner May 2007 - November 2008
Option One Mortgage May 2003 - April 2007
Intelli-mine Inc February 2000 - April 2003
Syntel November 1998 - January 2000
Indocen Electronics 1994 - 1998
Skills
SSIS, Business Intelligence, SSRS, Data Warehousing, ETL, Business Objects, Data Modeling, Microsoft SQL Server, T-SQL, SDLC, Visio, Erwin, Analytics, Databases, Data Warehouse..., OLAP, Dimensional Modeling, Informatica
Education
University of Mumbai 1990 — 1994
Bachelor's Degree in Electronics Engineering, Electronics Engineering
Maharastra State Board of Technical Education 1989 — 1991
Diploma, Electronics and Radio Engineering
Automobile Club of Southern California October 2014 - Present
Toyota Motor Sales July 2011 - October 2014
Payden & Rygel April 2007 - July 2011
Allegiance Capital October 2005 - November 2006
PIMCO January 2004 - July 2005
PIMCO April 2000 - January 2004
Wilshire Associates July 1999 - April 2000
Skills
Fixed Income, Portfolio Management, Bloomberg, Investments, Asset Allocation, Mutual Funds, Bonds, Securities, Risk Management, Trading, Analysis, Financial Markets, Strategy, Economics, Asset Managment, Pensions, Treasury Management
Education
University of Southern California - Marshall School of Business 2007 — 2009
Masters, Business Administration
University of California, Los Angeles 1994 — 1999
Bachelor of Arts, Economics
St Joseph Hospital January 2015 - Present
Toshiba February 2014 - December 2014
Genpact Mortgage Services July 2012 - February 2014
ADP October 2011 - July 2012
EagleRider May 2010 - May 2011
PIMCO January 2009 - May 2009
Citco November 2006 - May 2008
Skills
Financial Reporting, Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, General Ledger, Finance, Pricing, Accruals, Customer Service, Accounts Receivable, Hyperion Planning, Oracle Reports, Sage, Month End Close, Forecasting, Actual, Bank Reconciliation, Capital Budgeting, Auditing
Education
University of California, Riverside 2002 — 2006
B.S, Finance
University of California, Riverside 2002 — 2006
B.A, Economics
PIMCO November 2010 - Present
The Bank of Nova Scotia November 2009 - November 2010
MEAG NY April 2009 - November 2009
Morgan Stanley February 2007 - November 2008
Morgan Stanley December 2005 - February 2007
Skills
Derivatives, Prime Brokerage, Hedge Funds, Swaps, Securities, Options, Securities Lending, ISDA, Commodity, Foreign Exchange, Financial Services, Banking, Fixed Income, Equities, Capital Markets, CRM, Asset Managment, Finance
Education
University of Minnesota-Twin Cities 2002 — 2004
Finance
University of Münster
Certificate of International Tax Law
PIMCO May 2011 - Present
Credit Suisse First Boston March 2010 - April 2011
Skills
C#, WPF, Silverlight, .NET, Visual Studio, WCF, Multithreading, Finance, T-SQL, Java Enterprise Edition, LINQ, Design Patterns, WinForms
Education
University of Illinois Springfield
PIMCO 2010 - Present
Goldman Sachs 2009 - 2010
Merrill Lynch 2006 - 2009
PepsiCo 2005 - 2006
Mellon HR Solutions 2004 - 2004
Mercer Human Resource Consulting 2001 - 2003
Education
University of California, Los Angeles 1997 — 2001
B.S., Applied Mathematics
Athene Holding Ltd. August 2012 - Present
PIMCO September 2010 - July 2012
Annuity Capital Co., LLC 2009 - 2010
Capital Guardian Trust Company 1998 - 2009
Loeb & Loeb LLP 1993 - 1998
Skills
CRM, Risk Management, Series 7, Securities, Contract Negotiation, Financial Services
Education
University of California, Santa Barbara
Bachelors of Arts, Law and Society
University of West Los Angeles
Parlegal Specialist Certificate, Civil Litigation
Western Asset Management December 2000 - Present
PIMCO 1997 - 2000
Education
University of California, Los Angeles 1987 — 1992
BA, Economics
United Planners Financial Services April 2011 - February 2012
PIMCO November 2010 - April 2011
Scottsdale Capital Advisors March 2010 - November 2010
ING Funds Distributor, LLC March 2005 - March 2010
Charles Schwab & Co. May 1999 - February 2005
Skills
Series 24, Securities, Mutual Funds, Investments, Fixed Income, Equities, ETFs, Rule 144 Restricted..., Series 66, Series 7, Series 63, Third Party Money..., Investment Company Act..., Smarsh, Albridge, Client Relationship..., Custodial, Tax Deferred Accounts, Customer Identification..., Excel, Microsoft Office, Investment Product..., Suspicious Activity..., Compliance, Investment Advisory..., Investment Advisory..., Outlook, Securities Act 1933, Exchange Act 1934, FINRA, Outside Business..., Disciplinary Letter..., Email Monitoring
Education
University of Houston Law Center
J. D.
University of Maryland College Park
Business and Public Administration, Business
PIMCO June 2013 - August 2013
Ares Management January 2010 - June 2012
Houlihan Lokey July 2008 - January 2010
UBS Investment Bank June 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA
University of California, Los Angeles 2004 — 2008
BA, Business Economics
H.G. Fenton March 2014 - Present
PIMCO 2010 - December 2013
PIMCO 2006 - 2010
Deloitte 2005 - 2006
National Water and Power 2003 - 2005
PricewaterhouseCoopers 2000 - 2003
POMA Distributing 1998 - 1999
Living Hope Community Church 1900 - 1900
Skills
Corporate Finance, Mergers & Acquisitions, Fixed Income, Hedge Funds, Asset Management, Alternative Investments, Equities, Financial Modeling, Portfolio Management, Investments, Bloomberg, Mutual Funds, Valuation, Derivatives, Investment Management, Capital Markets, Asset Allocation, Financial Analysis, Private Equity
Education
University of Southern California 1999 — 2000
Masters, Accounting
University of California, San Diego 1992 — 1997
BS/BA, General Biology/Economics
Loyola High School
PIMCO October 2014 - Present
State Street July 2011 - October 2014
State Street August 2009 - June 2011
State Street July 2007 - August 2009
State Street February 2006 - July 2007
Education
University of California, Los Angeles
Bachelor's degree, Economics
PIMCO Portfolio Manager/Trader, Fixed IncomeBarclaysNovember 2007 - December 2010
Barclays December 2004 - November 2007
Shinsei Bank 2002 - 2004
ABN AMRO Bank N.V. 1996 - 2001
Skills
Fixed Income, Derivatives, Portfolio Management, Foreign Exchange, Options, Trading, ETFs, Quantitative Finance, Swaps, Swaptions, CDS, Equities, Hedge Funds, Quantitative Analytics, Capital Markets, Structured Finance
Education
The University of Chicago
MS, Financial Mathematics
University of California, Los Angeles
MS, Physics, PHDABD
PIMCO April 2011 - Present
Legg Mason Asset Management April 2010 - April 2011
Legg Mason Asset Management April 2008 - April 2010
Legg Mason Asset Management March 2006 - April 2008
Gabelli Asset Management May 2001 - January 2006
GAMCO Investors 2001 - 2003
Education
SUNY Purchase 1999 — 2001
BA, Economics
University of Delaware 1996 — 1999
Economics
PIMCO June 2015 - Present
Paul Hastings LLP January 2010 - June 2015
Skills
Joint Ventures, Corporate Law, Real Estate Transactions, Legal Advice, Real Estate, Bankruptcy, Restrictive Covenants, Property Law, Dispute Resolution, Private Equity, Due Diligence
Education
University of California, Los Angeles - School of Law 2006 — 2009
J.D., Business Law Focus
University of California, San Diego 2000 — 2004
B.A., Political Science - International Relations
PIMCO December 2013 - Present
PIMCO January 2006 - December 2013
PIMCO November 2001 - December 2005
Education
USC Marshall School of Business 2011 — 2014
Master of Business Administration (MBA)
UCLA
Bachelor's degree, History
PIMCO May 2015 - Present
Prudential Investments August 2014 - April 2015
FBR 2013 - 2014
Freddie Mac 2012 - 2013
Skills
Financial Modeling, Valuation, Portfolio Management, Asset Management, Business Strategy, Hedge Funds, Investment Banking
Education
University of Miami 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Oak Hill Advisors, L.P. August 2015 - Present
Warburg Pincus LLC March 2015 - September 2015
PIMCO December 2007 - April 2014
Adams Harris October 2006 - October 2007
Skills
Administrative..., Asset Managment, Asset Management, Analysis, Bloomberg, Fixed Income, Hedge Funds, Mutual Funds, Organizational..., Project Coordination
Education
University of Northern Colorado 1997 — 2002
Bachelor of Arts (BA), Business Administration and Management, General
PIMCO 2013 - Present
Union Bank 2009 - 2012
Deloitte April 2008 - June 2008
Education
University of California, Los Angeles 2006 — 2008
Bachelor's degree, Mathematics and Economics
PIMCO March 2015 - Present
PIMCO May 2013 - March 2015
Credit Suisse October 2012 - May 2013
Barclays Capital January 2010 - October 2012
Skills
Capital Markets, Commodity, Derivatives, Equities, Financial Risk, Financial Structuring, Fixed Income, Hedge Funds, Investment Banking, Structured Products, Bloomberg, Asset Management, Options, Trading
Education
Mannheim University 2005 — 2009
Master's degree, Finance