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
Employee
Years
Job
Industry
Moid Hanif Moid Hanif's PIMCO Experience September 2006 - December 2012
Job AVP at The TCW Group
Industry Investment Management
Experience
The TCW Group June 2014 - Present
PIMCO September 2006 - December 2012
PIMCO February 2006 - August 2006
PIMCO February 2005 - February 2006
Canterbury Consulting January 2004 - December 2004
Skills
Fixed Income, Valuation, Financial Analysis, Investments, Asset Managment, Derivatives, Equities, Portfolio Management, Alternative Investments, Economics, Bloomberg, Data Analysis, Trading, Securities, Mutual Funds, Bonds, Due Diligence, Analysis, Financial Risk, Emerging Markets, Finance, Equity Research, Asset Management, Asset Allocation, Investment Management, Private Equity, Banking, Investment Banking, Hedge Funds, Capital Markets, Financial Markets
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2009
MBA, Finance & Economics
California State University-Long Beach - College of Business Administration 2003 — 2004
BSC, Finance and Information Systems
The TCW Group June 2014 - Present
PIMCO September 2006 - December 2012
PIMCO February 2006 - August 2006
PIMCO February 2005 - February 2006
Canterbury Consulting January 2004 - December 2004
Skills
Fixed Income, Valuation, Financial Analysis, Investments, Asset Managment, Derivatives, Equities, Portfolio Management, Alternative Investments, Economics, Bloomberg, Data Analysis, Trading, Securities, Mutual Funds, Bonds, Due Diligence, Analysis, Financial Risk, Emerging Markets, Finance, Equity Research, Asset Management, Asset Allocation, Investment Management, Private Equity, Banking, Investment Banking, Hedge Funds, Capital Markets, Financial Markets
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2009
MBA, Finance & Economics
California State University-Long Beach - College of Business Administration 2003 — 2004
BSC, Finance and Information Systems
Gabby (Chun) Gong Gabby (Chun) Gong's PIMCO Experience April 2015 - Present
Job Intern at Enterprise Risk Management Department at Pacific Life
Industry Financial Services
Experience
PIMCO April 2015 - Present
Pacific Life July 2014 - September 2014
Anahau Energy, LLC June 2014 - September 2014
California State University, Long Beach July 2012 - August 2013
California State University, Long Beach August 2012 - June 2013
Nestlé February 2012 - March 2012
State Development & Investment Corporation August 2011 - October 2011
Hongji Private Equity Fund Management Co. June 2009 - August 2010
Skills
Matlab, Stata, Data Analysis, Qualitative Research, Economics, Statistics, Public Speaking, SPSS
Education
UCLA Anderson School of Management 2013 — 2014
Master of Financial Engineering, Financial Engineering
California State University-Long Beach 2012 — 2014
Master of Arts (M.A.), Economics
Renmin University of China 2010 — 2012
Master of Science (MS), Finance and Financial Management Services
Huazhong University of Science and Technology 2006 — 2009
Bachelor's Degree, English Language and Literature/Letters
Zhongnan University of Economics and Law 2005 — 2009
Bachelor's Degree, Finance
PIMCO April 2015 - Present
Pacific Life July 2014 - September 2014
Anahau Energy, LLC June 2014 - September 2014
California State University, Long Beach July 2012 - August 2013
California State University, Long Beach August 2012 - June 2013
Nestlé February 2012 - March 2012
State Development & Investment Corporation August 2011 - October 2011
Hongji Private Equity Fund Management Co. June 2009 - August 2010
Skills
Matlab, Stata, Data Analysis, Qualitative Research, Economics, Statistics, Public Speaking, SPSS
Education
UCLA Anderson School of Management 2013 — 2014
Master of Financial Engineering, Financial Engineering
California State University-Long Beach 2012 — 2014
Master of Arts (M.A.), Economics
Renmin University of China 2010 — 2012
Master of Science (MS), Finance and Financial Management Services
Huazhong University of Science and Technology 2006 — 2009
Bachelor's Degree, English Language and Literature/Letters
Zhongnan University of Economics and Law 2005 — 2009
Bachelor's Degree, Finance
Lisa Georgiou Lisa Georgiou's PIMCO Experience June 2013 - December 2014
Job Vice President, Marketing Communications Project Manager at BNY Mellon
Industry Marketing and Advertising
Experience
BNY Mellon December 2014 - Present
PIMCO June 2013 - December 2014
PIMCO September 2012 - June 2013
PIMCO October 2010 - September 2012
Allianz Global Investors June 2008 - October 2010
Skills
Project Management, Strategic Planning, Campaign Management, Social Media Marketing, Relationship Management, Production Managment, Digital Innovation, Digital Media, Creative Strategy, Web Development, Mutual Funds, Asset Allocation, Collaborative Problem..., Fixed Income, Series 7, Asset Management, Equities, Investments, Portfolio Management, Financial Analysis, Securities, Wealth Management, Finance, Strategic Financial..., Microsoft Excel, CRM, Competitive Analysis, Peer Mentoring
Education
Bryant University 2004 — 2008
BSBA, Finance
BNY Mellon December 2014 - Present
PIMCO June 2013 - December 2014
PIMCO September 2012 - June 2013
PIMCO October 2010 - September 2012
Allianz Global Investors June 2008 - October 2010
Skills
Project Management, Strategic Planning, Campaign Management, Social Media Marketing, Relationship Management, Production Managment, Digital Innovation, Digital Media, Creative Strategy, Web Development, Mutual Funds, Asset Allocation, Collaborative Problem..., Fixed Income, Series 7, Asset Management, Equities, Investments, Portfolio Management, Financial Analysis, Securities, Wealth Management, Finance, Strategic Financial..., Microsoft Excel, CRM, Competitive Analysis, Peer Mentoring
Education
Bryant University 2004 — 2008
BSBA, Finance
Damon Carr Damon Carr's PIMCO Experience August 2010 - Present
Job Vice President
Industry Financial Services
Experience
PIMCO August 2010 - Present
pushbomb January 2004 - August 2010
Monetaire, Inc 1998 - 2004
Answerspace June 1997 - January 1998
CBS News 1998 - 1998
Applied Intellect January 1992 - June 1997
Microage October 1987 - January 1992
Skills
WCF, Design Patterns, Silverlight, C#, ASP.NET, Wpf, Prism, Agile Methodologies, Threads, Architecture, RIA, WPF, .NET, Microsoft SQL Server, XML, Enterprise Architecture, OOP, SOA, Software Development, XAML, Oracle, Software Engineering, Software Project..., Integration, Visual Basic, Enterprise Software, Entity Framework, C++, TFS, Scrum, LINQ, Web Applications, Architectures, Web Services, Testing, ASP.NET MVC, Agile Project Management
Education
Columbia University in the City of New York 2004 — 2005
Masters In Progress, Computer Science, Finance
California State University-Sacramento 1989 — 1993
B.S., Information Systems
PIMCO August 2010 - Present
pushbomb January 2004 - August 2010
Monetaire, Inc 1998 - 2004
Answerspace June 1997 - January 1998
CBS News 1998 - 1998
Applied Intellect January 1992 - June 1997
Microage October 1987 - January 1992
Skills
WCF, Design Patterns, Silverlight, C#, ASP.NET, Wpf, Prism, Agile Methodologies, Threads, Architecture, RIA, WPF, .NET, Microsoft SQL Server, XML, Enterprise Architecture, OOP, SOA, Software Development, XAML, Oracle, Software Engineering, Software Project..., Integration, Visual Basic, Enterprise Software, Entity Framework, C++, TFS, Scrum, LINQ, Web Applications, Architectures, Web Services, Testing, ASP.NET MVC, Agile Project Management
Education
Columbia University in the City of New York 2004 — 2005
Masters In Progress, Computer Science, Finance
California State University-Sacramento 1989 — 1993
B.S., Information Systems
Felix Bayoneta Felix Bayoneta's PIMCO Experience 2004 - 2006
Job Tax Accountant and CPA Candidate at Gaytan & Leevan, LLP
Industry Accounting
Experience
Gaytan & Leevan February 2015 - Present
Gaytan & Leevan, LLP February 2013 - Present
Becker Professional Review July 2012 - Present
Beach Freeman Lim & Cleland, LLP January 2012 - April 2012
Bank of America April 2008 - June 2009
T-Mobile 2006 - 2008
PIMCO 2004 - 2006
Bank of America Home Loans 2002 - 2004
Skills
10-Key By Touch, QuickBooks, Excel, Outlook, PowerPoint, Word, Pivot Tables, Bloomberg Terminal, AS400, Click2Staff, ATX, Pro Systems Tax, Caseware, Lacerte, Partnership Taxation, Partnership Tax Returns, Small Business Tax, K-1, Corporate Tax, Income Tax, Tax Preparation, Personal Income Tax..., Multi-state tax returns, Tax Research, Bookkeeping, Account Management, GAAP, Tax Accounting, Bank Reconciliation, Accounting, Auditing, Tax, Financial Statements, Accounts Payable, Account Reconciliation, Financial Analysis, Sarbanes-Oxley Act, Accounts Receivable, Microsoft Word, Microsoft Excel, State Tax, S Corporations, Tax Planning
Education
California State University-Northridge 1997 — 2002
Bachelor's of Science, Business Administration: Business Law
Gaytan & Leevan February 2015 - Present
Gaytan & Leevan, LLP February 2013 - Present
Becker Professional Review July 2012 - Present
Beach Freeman Lim & Cleland, LLP January 2012 - April 2012
Bank of America April 2008 - June 2009
T-Mobile 2006 - 2008
PIMCO 2004 - 2006
Bank of America Home Loans 2002 - 2004
Skills
10-Key By Touch, QuickBooks, Excel, Outlook, PowerPoint, Word, Pivot Tables, Bloomberg Terminal, AS400, Click2Staff, ATX, Pro Systems Tax, Caseware, Lacerte, Partnership Taxation, Partnership Tax Returns, Small Business Tax, K-1, Corporate Tax, Income Tax, Tax Preparation, Personal Income Tax..., Multi-state tax returns, Tax Research, Bookkeeping, Account Management, GAAP, Tax Accounting, Bank Reconciliation, Accounting, Auditing, Tax, Financial Statements, Accounts Payable, Account Reconciliation, Financial Analysis, Sarbanes-Oxley Act, Accounts Receivable, Microsoft Word, Microsoft Excel, State Tax, S Corporations, Tax Planning
Education
California State University-Northridge 1997 — 2002
Bachelor's of Science, Business Administration: Business Law
Neil Tidwell, CFA Neil Tidwell, CFA's PIMCO Experience January 2015 - Present
Job Portfolio Associate at PIMCO
Industry Financial Services
Experience
PIMCO January 2015 - Present
PIMCO September 2013 - January 2015
JPMorgan Chase April 2011 - September 2013
Skills
Time Series Analysis, Mutual Funds, Credit Analysis, Loans, Credit, Retirement Planning, Wealth Management, Fixed Income, Portfolio Management, Bloomberg, Investments, Financial Modeling, Commercial Lending, Financial Analysis, Microsoft Office, Series 7, Corporate Finance, Microsoft Excel, Equities, Asset Management, Finance
Education
California Polytechnic State University-San Luis Obispo 2008 — 2011
Bachelor of Science (BS), Business Administration - Finance
California Polytechnic State University-San Luis Obispo 2008 — 2011
Bachelor of Science (BS), Finance and Financial Management Services
PIMCO January 2015 - Present
PIMCO September 2013 - January 2015
JPMorgan Chase April 2011 - September 2013
Skills
Time Series Analysis, Mutual Funds, Credit Analysis, Loans, Credit, Retirement Planning, Wealth Management, Fixed Income, Portfolio Management, Bloomberg, Investments, Financial Modeling, Commercial Lending, Financial Analysis, Microsoft Office, Series 7, Corporate Finance, Microsoft Excel, Equities, Asset Management, Finance
Education
California Polytechnic State University-San Luis Obispo 2008 — 2011
Bachelor of Science (BS), Business Administration - Finance
California Polytechnic State University-San Luis Obispo 2008 — 2011
Bachelor of Science (BS), Finance and Financial Management Services
Jörn Kleinhans, CFA, CSW Jörn Kleinhans, CFA, CSW's PIMCO Experience July 2007 - February 2013
Job Specialist on Wine and Capital Markets
Industry Investment Management
Experience
Sommelier Capital Advisors LLC March 2013 - Present
PIMCO July 2007 - February 2013
KPMG January 2005 - July 2007
Invesco July 1999 - July 2003
Skills
Fixed Income, Portfolio Management, Financial Markets, Structured Finance, Wine, Entertainment, Education
Education
University of California, Irvine 2013 — 2018
PhD Candidate at the Merage School of Business
California State University-Long Beach 2003 — 2004
MSc, Mathematics
Frankfurt School of Finance 1999 — 2003
MBA equivalent of Germany, Finance specialization
University of San Francisco 2001 — 2001
Finance, Philosophy, Economics
Sommelier Capital Advisors LLC March 2013 - Present
PIMCO July 2007 - February 2013
KPMG January 2005 - July 2007
Invesco July 1999 - July 2003
Skills
Fixed Income, Portfolio Management, Financial Markets, Structured Finance, Wine, Entertainment, Education
Education
University of California, Irvine 2013 — 2018
PhD Candidate at the Merage School of Business
California State University-Long Beach 2003 — 2004
MSc, Mathematics
Frankfurt School of Finance 1999 — 2003
MBA equivalent of Germany, Finance specialization
University of San Francisco 2001 — 2001
Finance, Philosophy, Economics
Roselina DiGirolamo Roselina DiGirolamo's PIMCO Experience September 2013 - March 2015
Job Executive Assistant
Industry Financial Services
Experience
PIMCO September 2013 - March 2015
PIMCO March 2013 - August 2013
K.L.M. April 2009 - November 2012
Saif International Inc. November 2004 - April 2009
Skills
Human Resources, Marketing, Time Management, Outlook, Sales, Administrative..., Interviews, Management, Advertising, Invoicing, Applicant Tracking..., Microsoft Office, Real Estate, Teamwork
Education
California State University-Dominguez Hills 2000 — 2005
Bachelor of Science, Business Administration with a Concentration in International Busniess
PIMCO September 2013 - March 2015
PIMCO March 2013 - August 2013
K.L.M. April 2009 - November 2012
Saif International Inc. November 2004 - April 2009
Skills
Human Resources, Marketing, Time Management, Outlook, Sales, Administrative..., Interviews, Management, Advertising, Invoicing, Applicant Tracking..., Microsoft Office, Real Estate, Teamwork
Education
California State University-Dominguez Hills 2000 — 2005
Bachelor of Science, Business Administration with a Concentration in International Busniess
A.J. Arango A.J. Arango's PIMCO Experience June 1999 - January 2001
Job Business Intelligence Director
Industry Financial Services
Experience
W.J. Bradley Mortgage Capital, LLC July 2013 - Present
Army National Guard November 2002 - Present
KGA Enterprises June 2008 - Present
http://TacticalAthleticPerformance.com May 2011 - June 2013
Prodigal Son LLC 2010 - June 2013
Morgan Stanley (Smith Barney) January 2001 - May 2003
PIMCO June 1999 - January 2001
Skills
Intelligence Analysis, Public Speaking, Operational Planning, Strategic Planning, Leadership, Business Intelligence, VBA, Excel Dashboards, Microsoft Excel, Tableau, Data Visualization, SQL, Competitive Intelligence, MS Excel Pivot Tables, Data Mining, Data Science, Statistics, Intelligence, Team Building, Training, Contract Recruitment, Tactics, Security, Military Operations, Security Clearance, Emergency Management, Weapons, Security Operations, Leadership Development, Military, Logistics, PostgreSQL, Management, Analysis
Education
Florida State University 1997 — 1999
BS, Biology
California State University-Fullerton 2001 — 2002
Postgraduate Study, Finance, General
Joint Special Operation Medical Training Course 2004 — 2005
Field Trauma Surgeon, Trauma Medicine, 4.0
United States Army John F. Kennedy Special Warfare School 2002 — 2005
Special Forces Medical Sergeant, Unconventional Warfare, International Conflict Resolution, 4.00
W.J. Bradley Mortgage Capital, LLC July 2013 - Present
Army National Guard November 2002 - Present
KGA Enterprises June 2008 - Present
http://TacticalAthleticPerformance.com May 2011 - June 2013
Prodigal Son LLC 2010 - June 2013
Morgan Stanley (Smith Barney) January 2001 - May 2003
PIMCO June 1999 - January 2001
Skills
Intelligence Analysis, Public Speaking, Operational Planning, Strategic Planning, Leadership, Business Intelligence, VBA, Excel Dashboards, Microsoft Excel, Tableau, Data Visualization, SQL, Competitive Intelligence, MS Excel Pivot Tables, Data Mining, Data Science, Statistics, Intelligence, Team Building, Training, Contract Recruitment, Tactics, Security, Military Operations, Security Clearance, Emergency Management, Weapons, Security Operations, Leadership Development, Military, Logistics, PostgreSQL, Management, Analysis
Education
Florida State University 1997 — 1999
BS, Biology
California State University-Fullerton 2001 — 2002
Postgraduate Study, Finance, General
Joint Special Operation Medical Training Course 2004 — 2005
Field Trauma Surgeon, Trauma Medicine, 4.0
United States Army John F. Kennedy Special Warfare School 2002 — 2005
Special Forces Medical Sergeant, Unconventional Warfare, International Conflict Resolution, 4.00
Fredric Cruz Fredric Cruz's PIMCO Experience July 2002 - February 2012
Job Sr. Project Management Analyst at Pacific Life
Industry Financial Services
Experience
Pacific Life February 2012 - Present
PIMCO July 2002 - February 2012
California State University, Long Beach December 1996 - June 2002
Skills
Process Management, Vendor Management, Graphic Design, Management, Fundraising, Project Management, Business Analysis, Process Improvement, Cross-functional Team..., Fixed Income, Mutual Funds, Strategic Planning, Business Strategy, Product Development
Education
University of Southern California - Marshall School of Business 2004 — 2007
MBA, Business Administration
California State University-Long Beach 1996 — 2001
BS, Management, Operations Management, Economics
Pacific Life February 2012 - Present
PIMCO July 2002 - February 2012
California State University, Long Beach December 1996 - June 2002
Skills
Process Management, Vendor Management, Graphic Design, Management, Fundraising, Project Management, Business Analysis, Process Improvement, Cross-functional Team..., Fixed Income, Mutual Funds, Strategic Planning, Business Strategy, Product Development
Education
University of Southern California - Marshall School of Business 2004 — 2007
MBA, Business Administration
California State University-Long Beach 1996 — 2001
BS, Management, Operations Management, Economics
Brad Sullivan, CFP® Brad Sullivan, CFP®'s PIMCO Experience February 2003 - February 2004
Job Sr. Vice President Sullivan Wealth Management Group Beverly Hills Wealth Management
Industry Financial Services
Experience
Sullivan Wealth Management Group July 2013 - Present
Beverly Hills Wealth Management July 2013 - Present
Morgan Stanley Wealth Management December 2007 - July 2013
The Sullivan Group March 2006 - December 2007
MetLife Investors February 2004 - March 2006
PIMCO February 2003 - February 2004
Barclays Global Investors May 2001 - February 2003
Wells Fargo Bank 2000 - 2000
Skills
Investment Management, Retirement Planning, Retirement Income..., Investments, Strategic Financial..., Portfolio Management, Insurance, Banking, Mutual Funds, Asset Managment, Pensions, Cash Management, Series 7, Wealth Management, Asset Allocation, Alternative Investments, Financial Advisory, Investment Advisory, Fixed Income, Series 63, Investment Strategies, Certified Financial..., Retirement Plan..., Fixed Annuities, Variable Annuities, Charitable Gift Planning, Life Insurance, Long Term Care Insurance, Equities, Financial Services, Long-term Care, Wealth Management..., ETFs, Securities, 401k, Series 6, Hedge Funds, High Net Worth..., Separately Managed..., 401k Rollovers, IRAs, Corporate Finance, Financial Planners, Wealth, Capital Markets, Estate Planning, Bonds, Personal Financial..., Treasury Management, Retirement
Education
University of California, Irvine 2004 — 2006
PFP, Personal Financial Planning
California State University-Chico 1996 — 2001
BS, Business & Finance
University of Reading 2000 — 2000
International Business & Economics
Sullivan Wealth Management Group July 2013 - Present
Beverly Hills Wealth Management July 2013 - Present
Morgan Stanley Wealth Management December 2007 - July 2013
The Sullivan Group March 2006 - December 2007
MetLife Investors February 2004 - March 2006
PIMCO February 2003 - February 2004
Barclays Global Investors May 2001 - February 2003
Wells Fargo Bank 2000 - 2000
Skills
Investment Management, Retirement Planning, Retirement Income..., Investments, Strategic Financial..., Portfolio Management, Insurance, Banking, Mutual Funds, Asset Managment, Pensions, Cash Management, Series 7, Wealth Management, Asset Allocation, Alternative Investments, Financial Advisory, Investment Advisory, Fixed Income, Series 63, Investment Strategies, Certified Financial..., Retirement Plan..., Fixed Annuities, Variable Annuities, Charitable Gift Planning, Life Insurance, Long Term Care Insurance, Equities, Financial Services, Long-term Care, Wealth Management..., ETFs, Securities, 401k, Series 6, Hedge Funds, High Net Worth..., Separately Managed..., 401k Rollovers, IRAs, Corporate Finance, Financial Planners, Wealth, Capital Markets, Estate Planning, Bonds, Personal Financial..., Treasury Management, Retirement
Education
University of California, Irvine 2004 — 2006
PFP, Personal Financial Planning
California State University-Chico 1996 — 2001
BS, Business & Finance
University of Reading 2000 — 2000
International Business & Economics
Raulin Villegas's PIMCO Experience January 2012 - Present
Job Vice President, Compliance Officer PIMCO
Industry Investment Management
Experience
PIMCO January 2012 - Present
State Street 2000 - July 2010
Skills
Asset Management, Corporate Actions, Bonds, Fixed Income, Derivatives, Investments, Mutual Funds, Hedge Funds, Risk Management, Securities, Swaps, Options, Middle Office, Investment Management
Education
California State University-Chico 1987 — 1993
Bachelor of Science, Business Administration - Option Accounting
PIMCO January 2012 - Present
State Street 2000 - July 2010
Skills
Asset Management, Corporate Actions, Bonds, Fixed Income, Derivatives, Investments, Mutual Funds, Hedge Funds, Risk Management, Securities, Swaps, Options, Middle Office, Investment Management
Education
California State University-Chico 1987 — 1993
Bachelor of Science, Business Administration - Option Accounting
Michelle Wuest Michelle Wuest's PIMCO Experience August 2008 - Present
Job Vice President Tax at PIMCO
Industry Investment Management
Experience
PIMCO August 2008 - Present
Allianz Global Investors May 2007 - August 2008
Anderson, Lynn & Associates CPAs Inc September 2001 - April 2007
Arthur Andersen LLP September 1997 - September 2001
Skills
Tax, Financial Analysis, Accounting, CPA, Due Diligence, Financial Reporting, Hedge Funds, International Tax, Asset Management, Income Tax, FATCA
Education
California State University-Fullerton 1992 — 1997
Bachelor's degree, Accounting and Business/Management
PIMCO August 2008 - Present
Allianz Global Investors May 2007 - August 2008
Anderson, Lynn & Associates CPAs Inc September 2001 - April 2007
Arthur Andersen LLP September 1997 - September 2001
Skills
Tax, Financial Analysis, Accounting, CPA, Due Diligence, Financial Reporting, Hedge Funds, International Tax, Asset Management, Income Tax, FATCA
Education
California State University-Fullerton 1992 — 1997
Bachelor's degree, Accounting and Business/Management
Mirei Hong's PIMCO Experience June 2006 - March 2013
Job Assistant Vice President, Compliance at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management March 2013 - Present
PIMCO June 2006 - March 2013
Pacific Life Insurance Company January 2002 - June 2006
Skills
Mutual Funds, Hedge Funds, FINRA, Private Equity, Regulatory Compliance, Marketing Compliance, Investment Advisers Act, GIPS Compliance, Fixed Income, Broker-Dealer, Investment Management
Education
California State University-Fullerton 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
Oaktree Capital Management March 2013 - Present
PIMCO June 2006 - March 2013
Pacific Life Insurance Company January 2002 - June 2006
Skills
Mutual Funds, Hedge Funds, FINRA, Private Equity, Regulatory Compliance, Marketing Compliance, Investment Advisers Act, GIPS Compliance, Fixed Income, Broker-Dealer, Investment Management
Education
California State University-Fullerton 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
Liz Clifford Liz Clifford's PIMCO Experience January 2013 - July 2015
Job Director Advisory Consulting at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
PIMCO January 2013 - July 2015
Nuveen Investments April 2011 - January 2013
UBS Global Asset Management February 2009 - February 2010
UBS Global Asset Management October 2008 - February 2009
UBS Global Asset Management January 2006 - July 2008
UBS Global Asset Management September 2006 - June 2007
UBS Financial Services, Inc May 2004 - September 2006
UBS PaineWebber April 2001 - May 2004
Mutchler Pharmaceuticals Inc October 1999 - March 2001
Skills
Wealth Management, Investments, Marketing, Consulting, Series 7, Asset Allocation, Series 63, Fixed Income, Asset Managment, Investment Advisory, Equities, Securities, Asset Management
Education
Bucknell University 1995 — 1999
B.S, Chemical Engineering
The Ursuline School
UBS August 2015 - Present
PIMCO January 2013 - July 2015
Nuveen Investments April 2011 - January 2013
UBS Global Asset Management February 2009 - February 2010
UBS Global Asset Management October 2008 - February 2009
UBS Global Asset Management January 2006 - July 2008
UBS Global Asset Management September 2006 - June 2007
UBS Financial Services, Inc May 2004 - September 2006
UBS PaineWebber April 2001 - May 2004
Mutchler Pharmaceuticals Inc October 1999 - March 2001
Skills
Wealth Management, Investments, Marketing, Consulting, Series 7, Asset Allocation, Series 63, Fixed Income, Asset Managment, Investment Advisory, Equities, Securities, Asset Management
Education
Bucknell University 1995 — 1999
B.S, Chemical Engineering
The Ursuline School
Erik Velicer Erik Velicer's PIMCO Experience February 1997 - September 2006
Job Professor of Business Management & Professor of Corporate & Int'l Finance at California State University, Fullerton
Industry Investment Management
Experience
California State University, Fullerton August 2013 - Present
California State University, Fullerton January 2013 - Present
California State University Fullerton, Mihaylo School of Economics & Business August 2012 - Present
Freelance Business, Finance, Strategy & Execution Analyst April 2012 - Present
SLED Enterprises, LLC dba "Two Guys Pizza" 2012 - 2014
Valencia C.C., Inc. March 2012 - November 2012
Pacific Investment Management Company (PIMCO) August 2009 - January 2012
PIMCO Europe Ltd. July 2006 - August 2009
PIMCO February 1997 - September 2006
Various Organizations November 1978 - December 1990
Skills
Fixed Income, Hedge Funds, Mutual Funds, Fund Administration, Board Leadership, Business Strategy, Change Management, Innovation, Leadership Development, Contract Negotiation, Operations Management, Strategic Planning, Risk Management, Vendor Management, Thought Leadership, Human Capital Management, IT Management, Asset Management, Asset Managment, Management, Leadership, Staff Management, Financial Analysis, Investments, Start-ups, Management Consulting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2002
MBA, Finance
California State University-Long Beach 1990 — 1995
Bachelor of Science, Business Administration: Finance & Accounting
California State University-Fullerton
California State University, Fullerton August 2013 - Present
California State University, Fullerton January 2013 - Present
California State University Fullerton, Mihaylo School of Economics & Business August 2012 - Present
Freelance Business, Finance, Strategy & Execution Analyst April 2012 - Present
SLED Enterprises, LLC dba "Two Guys Pizza" 2012 - 2014
Valencia C.C., Inc. March 2012 - November 2012
Pacific Investment Management Company (PIMCO) August 2009 - January 2012
PIMCO Europe Ltd. July 2006 - August 2009
PIMCO February 1997 - September 2006
Various Organizations November 1978 - December 1990
Skills
Fixed Income, Hedge Funds, Mutual Funds, Fund Administration, Board Leadership, Business Strategy, Change Management, Innovation, Leadership Development, Contract Negotiation, Operations Management, Strategic Planning, Risk Management, Vendor Management, Thought Leadership, Human Capital Management, IT Management, Asset Management, Asset Managment, Management, Leadership, Staff Management, Financial Analysis, Investments, Start-ups, Management Consulting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2002
MBA, Finance
California State University-Long Beach 1990 — 1995
Bachelor of Science, Business Administration: Finance & Accounting
California State University-Fullerton
Leah Lacap-Reed's PIMCO Experience May 2006 - June 2009
Job CLevel Exec Assistant / Office & Events Manager
Industry Executive Office
Experience
Inova Labs December 2014 - July 2015
Ice.com February 2014 - September 2014
Oxbow Advisors February 2012 - July 2013
Trigger Point Technologies May 2011 - August 2011
iCapital Finance Group May 2010 - November 2010
PIMCO May 2006 - June 2009
iCapital Finance February 2005 - May 2006
Frasco 2005 - 2005
Horsemen Investigations 2003 - 2005
Owens Financial 2001 - 2003
Skills
Asset Management, Fixed Income, Mergers, PowerPoint, Excel, Asset Managment, Microsoft Excel, Investments, Entrepreneurship, Mergers & Acquisitions, Marketing, Start-ups, Management, Executive Management, Account Management, Leadership, Budgets
Education
University of Phoenix 2015 — 2017
Master's degree, Human Resources Management/Personnel Administration, General
California State University-Long Beach 2003 — 2004
Certification, Forensic Science & Crime Analysis
California State University-Long Beach 2002 — 2004
Bachelors Degree, Criminal Justice
Inova Labs December 2014 - July 2015
Ice.com February 2014 - September 2014
Oxbow Advisors February 2012 - July 2013
Trigger Point Technologies May 2011 - August 2011
iCapital Finance Group May 2010 - November 2010
PIMCO May 2006 - June 2009
iCapital Finance February 2005 - May 2006
Frasco 2005 - 2005
Horsemen Investigations 2003 - 2005
Owens Financial 2001 - 2003
Skills
Asset Management, Fixed Income, Mergers, PowerPoint, Excel, Asset Managment, Microsoft Excel, Investments, Entrepreneurship, Mergers & Acquisitions, Marketing, Start-ups, Management, Executive Management, Account Management, Leadership, Budgets
Education
University of Phoenix 2015 — 2017
Master's degree, Human Resources Management/Personnel Administration, General
California State University-Long Beach 2003 — 2004
Certification, Forensic Science & Crime Analysis
California State University-Long Beach 2002 — 2004
Bachelors Degree, Criminal Justice
Jessica S. Martinez, MS Jessica S. Martinez, MS's PIMCO Experience 2011 - 2011
Job
Industry International Trade and Development
Experience
Sunset Trading (div of CellMark) February 2014 - April 2015
International Money Management 2011 - 2013
International Money Mangement 2011 - 2013
PIMCO 2011 - 2011
Paradoxe Corporation August 2008 - April 2010
Gordon & Rees LLP January 2006 - June 2008
Lea & Niviskus October 2002 - January 2006
Skills
Product Liability, Budgets, Sales, Litigation, Operations Management, Retail, Litigation Support, Translation, Project Management, Team Management, Logistics, International Logistics, Bookkeeping, Purchasing, Order Processing, Purchase Orders, Invoice Processing, Finance, Pre-paid Cards, Pre-paid Cards Sales, Investigations, Interviews, Merchandising, Account Management, Inventory Management, Networking, Export-Import, Domestic Sales
Education
California State University-Long Beach 2006 — 2008
MS, Criminal Justice
California State University-Long Beach 2002 — 2005
BA, International Business & Studies, Economics, Political Science, & Spanish Translation
Santa Ana College 2001 — 2002
AA, Liberal Studies & International Studies
Cypress College 1998 — 2001
AS, Forencis & Mortuary Sciences
Sunset Trading (div of CellMark) February 2014 - April 2015
International Money Management 2011 - 2013
International Money Mangement 2011 - 2013
PIMCO 2011 - 2011
Paradoxe Corporation August 2008 - April 2010
Gordon & Rees LLP January 2006 - June 2008
Lea & Niviskus October 2002 - January 2006
Skills
Product Liability, Budgets, Sales, Litigation, Operations Management, Retail, Litigation Support, Translation, Project Management, Team Management, Logistics, International Logistics, Bookkeeping, Purchasing, Order Processing, Purchase Orders, Invoice Processing, Finance, Pre-paid Cards, Pre-paid Cards Sales, Investigations, Interviews, Merchandising, Account Management, Inventory Management, Networking, Export-Import, Domestic Sales
Education
California State University-Long Beach 2006 — 2008
MS, Criminal Justice
California State University-Long Beach 2002 — 2005
BA, International Business & Studies, Economics, Political Science, & Spanish Translation
Santa Ana College 2001 — 2002
AA, Liberal Studies & International Studies
Cypress College 1998 — 2001
AS, Forencis & Mortuary Sciences
Bob Halloran Bob Halloran's PIMCO Experience 1998 - 2000
Job Marketing Director at VHDA
Industry Financial Services
Experience
VHDA April 2003 - Present
PIMCO 1998 - 2000
Franklin Templeton 1992 - 1996
Skills
Social Media Marketing, Marketing, Social Media, Marketing Communications, Public Relations, Market Research, Marketing Strategy, Advertising, Event Planning, Copywriting, Strategic Planning, Social Networking, SEO, Google Analytics, Newsletters, Media Relations, Facebook, Vendor Management, Leadership, B2B
Education
University of San Francisco 1995 — 1996
none
California State University-Sacramento 1985 — 1989
B.S., marketing
VHDA April 2003 - Present
PIMCO 1998 - 2000
Franklin Templeton 1992 - 1996
Skills
Social Media Marketing, Marketing, Social Media, Marketing Communications, Public Relations, Market Research, Marketing Strategy, Advertising, Event Planning, Copywriting, Strategic Planning, Social Networking, SEO, Google Analytics, Newsletters, Media Relations, Facebook, Vendor Management, Leadership, B2B
Education
University of San Francisco 1995 — 1996
none
California State University-Sacramento 1985 — 1989
B.S., marketing
Matt Kobata, CFP® Matt Kobata, CFP®'s PIMCO Experience May 2006 - June 2013
Job Financial Services
Industry Financial Services
Experience
American Century Investments July 2013 - Present
Allianz Global Investors May 2006 - June 2013
PIMCO May 2006 - June 2013
AIM Investments March 2001 - June 2006
SunAmerica 1997 - 2000
Skills
Mutual Funds, Series 7, Alternative Investments, Asset Management, Investments, Asset Allocation, Series 63, Portfolio Management, Equities, Fixed Income, Wealth Management, Securities
Education
California State University-Northridge
Business Administration
University of California, Los Angeles
American Century Investments July 2013 - Present
Allianz Global Investors May 2006 - June 2013
PIMCO May 2006 - June 2013
AIM Investments March 2001 - June 2006
SunAmerica 1997 - 2000
Skills
Mutual Funds, Series 7, Alternative Investments, Asset Management, Investments, Asset Allocation, Series 63, Portfolio Management, Equities, Fixed Income, Wealth Management, Securities
Education
California State University-Northridge
Business Administration
University of California, Los Angeles
Kha Nguyen Kha Nguyen's PIMCO Experience January 2014 - Present
Job Lead Web Developer at PIMCO
Industry Investment Management
Experience
PIMCO January 2014 - Present
Allianz Global Investors October 2007 - December 2013
PIMCO February 2007 - October 2007
Teletrac 2005 - 2007
MASS GROUP 2003 - 2005
Skills
SharePoint Developer, LINQ, ASP.NET, .NET, C#, Web Development, Web Applications, Web Services, Architecture, MOSS 2007, iPhone development, XML, HTML, Visual Studio, JavaScript, TFS, Databases, CMS, CSS, AJAX, SQL, T-SQL, IIS, Database Design, Microsoft Office..., SharePoint, Software Development, VB.NET, WCF, Crystal Reports, Agile Methodologies, Microsoft SQL Server, jQuery, SSRS, GWEB
Education
California State Polytechnic University-Pomona 2000 — 2002
BS, Computer Science (Summa Cum Laude)
Gledale Community College, California, United States 1997 — 2000
Computer Science
PIMCO January 2014 - Present
Allianz Global Investors October 2007 - December 2013
PIMCO February 2007 - October 2007
Teletrac 2005 - 2007
MASS GROUP 2003 - 2005
Skills
SharePoint Developer, LINQ, ASP.NET, .NET, C#, Web Development, Web Applications, Web Services, Architecture, MOSS 2007, iPhone development, XML, HTML, Visual Studio, JavaScript, TFS, Databases, CMS, CSS, AJAX, SQL, T-SQL, IIS, Database Design, Microsoft Office..., SharePoint, Software Development, VB.NET, WCF, Crystal Reports, Agile Methodologies, Microsoft SQL Server, jQuery, SSRS, GWEB
Education
California State Polytechnic University-Pomona 2000 — 2002
BS, Computer Science (Summa Cum Laude)
Gledale Community College, California, United States 1997 — 2000
Computer Science
Raajeev Navani Raajeev Navani's PIMCO Experience January 2010 - Present
Job Business Solutions Analyst at PIMCO
Industry Investment Management
Experience
PIMCO January 2010 - Present
People's Liberation, Inc. March 2009 - December 2009
Motion Picture Association June 2007 - September 2007
Skills
Project Management, Cross-functional Team..., Fixed Income, VBA, Microsoft Excel, Asset Management, Equities, User Experience, User Interface, Hedge Funds, Series 7, Financial Modeling, Finance, Bloomberg, SQL, Investment Management, Mutual Funds, Data Analysis, Management, Microsoft Office, Financial Analysis, Investments, Business Development
Education
University of Southern California - Marshall School of Business 2013 — 2016
Master of Business Administration (M.B.A.)
California State Polytechnic University-Pomona 2002 — 2008
Bachelor of Science (B.S.), Finance
California State Polytechnic University-Pomona 2002 — 2008
Bachelor of Science (B.S.), Computer Science
PIMCO January 2010 - Present
People's Liberation, Inc. March 2009 - December 2009
Motion Picture Association June 2007 - September 2007
Skills
Project Management, Cross-functional Team..., Fixed Income, VBA, Microsoft Excel, Asset Management, Equities, User Experience, User Interface, Hedge Funds, Series 7, Financial Modeling, Finance, Bloomberg, SQL, Investment Management, Mutual Funds, Data Analysis, Management, Microsoft Office, Financial Analysis, Investments, Business Development
Education
University of Southern California - Marshall School of Business 2013 — 2016
Master of Business Administration (M.B.A.)
California State Polytechnic University-Pomona 2002 — 2008
Bachelor of Science (B.S.), Finance
California State Polytechnic University-Pomona 2002 — 2008
Bachelor of Science (B.S.), Computer Science
Jack Navarro Jack Navarro's PIMCO Experience December 2009 - January 2014
Job Software Consultant
Industry Computer Software
Experience
Consultant Jacks October 2014 - Present
Nationstar Mortgage 2015 - 2015
PIMCO December 2009 - January 2014
Onpoint Classroom June 2009 - October 2009
Promark Financial June 2000 - September 2009
Saddlebackeye Center November 2003 - November 2005
Kosakura January 2005 - June 2005
Univision Music Group June 2002 - October 2003
Entrepreneur.com June 1999 - June 2002
Pacific Health Corp July 2000 - November 2000
Skills
XML, C#, Microsoft SQL Server, Oracle, SharePoint, WPF, Entity Framework, WCF, .NET, CSS, PHP, JavaScript, Sybase, Enterprise Software, PL/SQL, Perl, T-SQL, SDLC, Databases, Financial Services, Enterprise Architecture, VB.NET, Integration Architecture, Bloomberg Terminal, Bloomberg .Net API, Intex, Data Modeling, Database Modeling, SOAP, VSTO, Infragistics, Telerik, Business Intelligence, Fixed Income, MBS, Mortgage Servicing, CRM, Visual Basic, MVVM, MVC Architecture, Prism, RIA Services, Node.js, iOS development, E-commerce, PhoneGap, AngularJS, Drupal
Education
California State University-San Bernardino 1994 — 1997
Bachelor of Arts, Business Administration
California State University-San Bernardino - College of Business and Public Administration 1993 — 1997
BA, Business, Biology
Consultant Jacks October 2014 - Present
Nationstar Mortgage 2015 - 2015
PIMCO December 2009 - January 2014
Onpoint Classroom June 2009 - October 2009
Promark Financial June 2000 - September 2009
Saddlebackeye Center November 2003 - November 2005
Kosakura January 2005 - June 2005
Univision Music Group June 2002 - October 2003
Entrepreneur.com June 1999 - June 2002
Pacific Health Corp July 2000 - November 2000
Skills
XML, C#, Microsoft SQL Server, Oracle, SharePoint, WPF, Entity Framework, WCF, .NET, CSS, PHP, JavaScript, Sybase, Enterprise Software, PL/SQL, Perl, T-SQL, SDLC, Databases, Financial Services, Enterprise Architecture, VB.NET, Integration Architecture, Bloomberg Terminal, Bloomberg .Net API, Intex, Data Modeling, Database Modeling, SOAP, VSTO, Infragistics, Telerik, Business Intelligence, Fixed Income, MBS, Mortgage Servicing, CRM, Visual Basic, MVVM, MVC Architecture, Prism, RIA Services, Node.js, iOS development, E-commerce, PhoneGap, AngularJS, Drupal
Education
California State University-San Bernardino 1994 — 1997
Bachelor of Arts, Business Administration
California State University-San Bernardino - College of Business and Public Administration 1993 — 1997
BA, Business, Biology
Farhan Rangoonwala's PIMCO Experience September 2013 - Present
Job Client Reporting Associate at PIMCO
Industry Investment Management
Experience
PIMCO September 2013 - Present
PIMCO January 2013 - September 2013
Capital Group November 2011 - November 2012
Deutsche Bank August 2010 - November 2011
Deutsche Bank September 2007 - August 2010
Dimler Wealth Planning 2004 - 2007
Education
California State University-Fullerton - College of Business and Economics 2003 — 2007
BA, Finance
PIMCO September 2013 - Present
PIMCO January 2013 - September 2013
Capital Group November 2011 - November 2012
Deutsche Bank August 2010 - November 2011
Deutsche Bank September 2007 - August 2010
Dimler Wealth Planning 2004 - 2007
Education
California State University-Fullerton - College of Business and Economics 2003 — 2007
BA, Finance
Bryan Thoensen Bryan Thoensen's PIMCO Experience May 2001 - September 2001
Job Senior Vice President, Content
Industry Entertainment
Experience
Fullscreen, Inc January 2015 - Present
Hulu January 2011 - November 2014
William Morris Endeavor Entertainment May 2002 - January 2011
Miramax Films 2003 - 2005
UBS September 2001 - May 2002
PIMCO May 2001 - September 2001
Morgan Stanley May 2000 - May 2001
Skills
Digital Media, Entertainment, Advertising, New Business Development, Promotions, Television, Integrated Marketing, Video, Production, Account Management, Copywriting, Negotiation, Advertising Sales, Online Advertising, Online Video, Strategic Partnerships, New Media, Marketing Strategy
Education
California Polytechnic State University-San Luis Obispo 1996 — 2000
BS, Political Science, Pre-Law, English
Irvine High School 1993 — 1996
Fullscreen, Inc January 2015 - Present
Hulu January 2011 - November 2014
William Morris Endeavor Entertainment May 2002 - January 2011
Miramax Films 2003 - 2005
UBS September 2001 - May 2002
PIMCO May 2001 - September 2001
Morgan Stanley May 2000 - May 2001
Skills
Digital Media, Entertainment, Advertising, New Business Development, Promotions, Television, Integrated Marketing, Video, Production, Account Management, Copywriting, Negotiation, Advertising Sales, Online Advertising, Online Video, Strategic Partnerships, New Media, Marketing Strategy
Education
California Polytechnic State University-San Luis Obispo 1996 — 2000
BS, Political Science, Pre-Law, English
Irvine High School 1993 — 1996
Steve Sapra Steve Sapra's PIMCO Experience October 2012 - Present
Job Senior Vice President at PIMCO
Industry Investment Management
Experience
PIMCO October 2012 - Present
MSFE Program - Peter F. Drucker & Masatoshi Ito Graduate School of Management January 2011 - Present
University of Southern California June 2010 - Present
TOBAM North America February 2011 - September 2012
Analytic Investors August 1999 - June 2010
Barra 1997 - 1999
Skills
SAS, R, Optimization, Matlab, Risk Modelling, Gauss, Portfolio Management, Equities, Econometrics, Statistics, Time Series Analysis, Financial Modeling, Derivatives, Risk Management, Asset Management, Fixed Income, Portfolio Optimization, Economics, Quantitative Analysis
Education
Claremont Graduate University 2005 — 2009
Ph.D., Economics
University of Southern California 1995 — 1997
M.A., Economics
California State Polytechnic University-Pomona 1990 — 1995
B.S., Economics
PIMCO October 2012 - Present
MSFE Program - Peter F. Drucker & Masatoshi Ito Graduate School of Management January 2011 - Present
University of Southern California June 2010 - Present
TOBAM North America February 2011 - September 2012
Analytic Investors August 1999 - June 2010
Barra 1997 - 1999
Skills
SAS, R, Optimization, Matlab, Risk Modelling, Gauss, Portfolio Management, Equities, Econometrics, Statistics, Time Series Analysis, Financial Modeling, Derivatives, Risk Management, Asset Management, Fixed Income, Portfolio Optimization, Economics, Quantitative Analysis
Education
Claremont Graduate University 2005 — 2009
Ph.D., Economics
University of Southern California 1995 — 1997
M.A., Economics
California State Polytechnic University-Pomona 1990 — 1995
B.S., Economics
Erika Magana Erika Magana's PIMCO Experience June 2008 - December 2009
Job I'm in Marketing!
Industry Marketing and Advertising
Experience
Venbrook February 2014 - Present
Mail2World, Inc. February 2010 - February 2014
PIMCO June 2008 - December 2009
Discus Holdings/Philips Oral Healthcare March 2004 - May 2008
Mail2World, Inc. March 2002 - March 2004
Affinity Internet, Inc./Hostway Corporation September 2000 - October 2002
Epson America, Inc. September 1989 - September 2000
BP America, Inc. April 1988 - September 1989
Education
UCLA 2013 — 2014
PMP Certification, Project Management
California State University-Long Beach 2000 — 2000
Certification, Total Quality Management
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
BS, Business Management
Venbrook February 2014 - Present
Mail2World, Inc. February 2010 - February 2014
PIMCO June 2008 - December 2009
Discus Holdings/Philips Oral Healthcare March 2004 - May 2008
Mail2World, Inc. March 2002 - March 2004
Affinity Internet, Inc./Hostway Corporation September 2000 - October 2002
Epson America, Inc. September 1989 - September 2000
BP America, Inc. April 1988 - September 1989
Education
UCLA 2013 — 2014
PMP Certification, Project Management
California State University-Long Beach 2000 — 2000
Certification, Total Quality Management
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
BS, Business Management
David Huynh, CFA David Huynh, CFA's PIMCO Experience June 2013 - Present
Job Portfolio Associate at PIMCO
Industry Investment Management
Experience
PIMCO June 2013 - Present
Western Asset Management December 2011 - May 2013
Western Asset Management March 2010 - December 2011
Western Asset Management May 2008 - March 2010
Washington Mutual September 2005 - May 2008
Skills
Bloomberg, Mutual Funds, Financial Modeling, Investments, Asset Allocation, Valuation, VBA, Eagle PACE, Microsoft Office, Portfolio Management, Fixed Income, Municipal Bonds, Derivatives, Citi: The Yield Book, Barclays Point, Morgan Stanley Matrix, MS Office Suite
Education
California State Polytechnic University-Pomona 2004 — 2008
Bachelor of Science, Finance
PIMCO June 2013 - Present
Western Asset Management December 2011 - May 2013
Western Asset Management March 2010 - December 2011
Western Asset Management May 2008 - March 2010
Washington Mutual September 2005 - May 2008
Skills
Bloomberg, Mutual Funds, Financial Modeling, Investments, Asset Allocation, Valuation, VBA, Eagle PACE, Microsoft Office, Portfolio Management, Fixed Income, Municipal Bonds, Derivatives, Citi: The Yield Book, Barclays Point, Morgan Stanley Matrix, MS Office Suite
Education
California State Polytechnic University-Pomona 2004 — 2008
Bachelor of Science, Finance
Jonathon Tupper's PIMCO Experience November 2010 - Present
Job Vice President at PIMCO
Industry Investment Management
Experience
PIMCO November 2010 - Present
Mackenzie Financial 2004 - 2008
Mackenzie Financial 2001 - 2004
Skills
Mutual Funds, Asset Management, Portfolio Management, Fixed Income, Investments, Securities, Alternative Investments, Wealth Management, Investment Strategies, Equities, Asset Allocation, Financial Modeling, Retirement Planning, Investment Advisory, New Business Development
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA, Business Administration
Carleton University 1994 — 1998
BA (Hons), Political Science
PIMCO November 2010 - Present
Mackenzie Financial 2004 - 2008
Mackenzie Financial 2001 - 2004
Skills
Mutual Funds, Asset Management, Portfolio Management, Fixed Income, Investments, Securities, Alternative Investments, Wealth Management, Investment Strategies, Equities, Asset Allocation, Financial Modeling, Retirement Planning, Investment Advisory, New Business Development
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA, Business Administration
Carleton University 1994 — 1998
BA (Hons), Political Science
Karl Weckwerth Karl Weckwerth's PIMCO Experience November 2011 - July 2012
Job Software Consultant at Alvand Solutions
Industry Computer Software
Experience
Accutive July 2012 - Present
PIMCO November 2011 - July 2012
NEOS GeoSolutions January 2011 - November 2011
Source Interlink October 2006 - January 2011
HCL CapitalStream June 2003 - October 2006
Smarthome (Smartlabs, Inc.) February 1998 - December 2001
I/O Software, Inc. July 1996 - February 1998
Skills
Agile Methodologies, Software Development, XML, SOAP, Stored Procedures, JavaScript, SQL, SDLC, Web Services, Microsoft SQL Server, Linux, Databases, Java Enterprise Edition, Oracle, Visual Basic 5.0/6.0, DCOM, MySQL, MSMQ, Hibernate, Tomcat, Autonomy IDOL, WSDL, GDAL, JUnit, Spring, JDBC, Servlets, Alfresco, Flip Factory, ActiveMQ
Education
University of California, Riverside 1992 — 1996
M.S., Math
California State Polytechnic University-Pomona 1989 — 1991
BS, math
Accutive July 2012 - Present
PIMCO November 2011 - July 2012
NEOS GeoSolutions January 2011 - November 2011
Source Interlink October 2006 - January 2011
HCL CapitalStream June 2003 - October 2006
Smarthome (Smartlabs, Inc.) February 1998 - December 2001
I/O Software, Inc. July 1996 - February 1998
Skills
Agile Methodologies, Software Development, XML, SOAP, Stored Procedures, JavaScript, SQL, SDLC, Web Services, Microsoft SQL Server, Linux, Databases, Java Enterprise Edition, Oracle, Visual Basic 5.0/6.0, DCOM, MySQL, MSMQ, Hibernate, Tomcat, Autonomy IDOL, WSDL, GDAL, JUnit, Spring, JDBC, Servlets, Alfresco, Flip Factory, ActiveMQ
Education
University of California, Riverside 1992 — 1996
M.S., Math
California State Polytechnic University-Pomona 1989 — 1991
BS, math
Tanara Golston Tanara Golston's PIMCO Experience March 2011 - March 2014
Job Enterprise Account Executive Partnering with financial services clients to support the growth of their business
Industry Financial Services
Experience
LinkedIn March 2015 - Present
BrightScope March 2014 - November 2014
PIMCO March 2011 - March 2014
Goldman Sachs Asset Management September 2009 - March 2011
Goldman Sachs September 2005 - September 2009
AXA Advisors November 2004 - September 2005
Skills
Financial Services, Series 7, CRM, Retirement, Analysis, Portfolio Management, Mutual Funds, Alternative Investments, Cross-functional Team..., Leadership, Finance, Series 63, Asset Management, SaaS, Investments, Analytics, Management
Education
Brown University 2000 — 2004
Bachelor of Science (BS), Psychology
Evanston Township High School 1996 — 2000
LinkedIn March 2015 - Present
BrightScope March 2014 - November 2014
PIMCO March 2011 - March 2014
Goldman Sachs Asset Management September 2009 - March 2011
Goldman Sachs September 2005 - September 2009
AXA Advisors November 2004 - September 2005
Skills
Financial Services, Series 7, CRM, Retirement, Analysis, Portfolio Management, Mutual Funds, Alternative Investments, Cross-functional Team..., Leadership, Finance, Series 63, Asset Management, SaaS, Investments, Analytics, Management
Education
Brown University 2000 — 2004
Bachelor of Science (BS), Psychology
Evanston Township High School 1996 — 2000
Sonja Strzoda Sonja Strzoda's PIMCO Experience April 1994 - December 1997
Job Director, Consultant Relations at Columbia Management
Industry Financial Services
Experience
Columbia Management July 2011 - Present
State Association of County Retirement Systems 2005 - November 2011
Kinecta Federal Credit Union 2009 - September 2011
Putnam Investments December 2008 - June 2011
Robeco May 2007 - December 2008
Bradford & Marzec January 1998 - May 2007
PIMCO April 1994 - December 1997
Dean Witter January 1993 - April 1994
Skills
Client Service, Investments, Asset Management, Institutional Investors, Hedge Funds, Financial Services, Series 7, Investment Management, Institutional..., Pensions, Relationship Management, Asset Managment, Fixed Income, Pension Funds, Asset Allocation, Mutual Funds, Investment Strategies, Portfolio Management, Equities, Alternative Investments, Marketing, Wealth Management, 401k, Fund Of Funds, Bloomberg, Series 63, Investment Advisory, Client Services
Education
California State University-Long Beach
MBA, Finance
University of California, Irvine
BS, Economics
Columbia Management July 2011 - Present
State Association of County Retirement Systems 2005 - November 2011
Kinecta Federal Credit Union 2009 - September 2011
Putnam Investments December 2008 - June 2011
Robeco May 2007 - December 2008
Bradford & Marzec January 1998 - May 2007
PIMCO April 1994 - December 1997
Dean Witter January 1993 - April 1994
Skills
Client Service, Investments, Asset Management, Institutional Investors, Hedge Funds, Financial Services, Series 7, Investment Management, Institutional..., Pensions, Relationship Management, Asset Managment, Fixed Income, Pension Funds, Asset Allocation, Mutual Funds, Investment Strategies, Portfolio Management, Equities, Alternative Investments, Marketing, Wealth Management, 401k, Fund Of Funds, Bloomberg, Series 63, Investment Advisory, Client Services
Education
California State University-Long Beach
MBA, Finance
University of California, Irvine
BS, Economics
Johnny Tran's PIMCO Experience August 2012 - Present
Job Lead Software Architect
Industry Computer Software
Experience
Velosys August 2012 - Present
PIMCO August 2012 - Present
Simlogico September 2012 - January 2015
Teletrac August 2010 - July 2012
Artistic Vision January 2001 - January 2012
Nationpoint Marketing May 2008 - January 2010
CodeFire Studio / Reality Gap March 2008 - May 2008
Simlogico September 2006 - March 2008
CalOptima April 2006 - August 2006
L2J Server April 2005 - May 2006
Skills
.NET, WCF, Agile Methodologies, ASP.NET, ASP.NET MVC, C#, Silverlight, Web Services, Microsoft SQL Server, XML, TFS, Windows Services, SQL, Software Development, Design Patterns, Windows Store App, Windows Phone, HTML, JavaScript, jQuery, Entity Framework, Bing Maps, AJAX, JSON, T4, ASP.NET Web API, MVVM, ASP.NET AJAX, Mobile Applications, Agile Project Management, REST, Windows Azure, Windows Azure Mobile..., Windows Azure SQL..., Windows Azure Cloud..., Xamarin
Education
California State University-Fullerton
Velosys August 2012 - Present
PIMCO August 2012 - Present
Simlogico September 2012 - January 2015
Teletrac August 2010 - July 2012
Artistic Vision January 2001 - January 2012
Nationpoint Marketing May 2008 - January 2010
CodeFire Studio / Reality Gap March 2008 - May 2008
Simlogico September 2006 - March 2008
CalOptima April 2006 - August 2006
L2J Server April 2005 - May 2006
Skills
.NET, WCF, Agile Methodologies, ASP.NET, ASP.NET MVC, C#, Silverlight, Web Services, Microsoft SQL Server, XML, TFS, Windows Services, SQL, Software Development, Design Patterns, Windows Store App, Windows Phone, HTML, JavaScript, jQuery, Entity Framework, Bing Maps, AJAX, JSON, T4, ASP.NET Web API, MVVM, ASP.NET AJAX, Mobile Applications, Agile Project Management, REST, Windows Azure, Windows Azure Mobile..., Windows Azure SQL..., Windows Azure Cloud..., Xamarin
Education
California State University-Fullerton
Katherine Santos Katherine Santos's PIMCO Experience July 2012 - Present
Job Learning and Development Coordinator at PIMCO
Industry Management Consulting
Experience
PIMCO July 2012 - Present
Kurt Salmon December 2006 - June 2012
South Coast Performing Arts December 2001 - June 2008
California Therapy Solutions July 2005 - July 2006
MVP Sports Center and Physical Therapy September 2004 - June 2005
ACIC Physical Therapy August 2003 - August 2004
ShapeShift Pilates January 2003 - July 2003
Skills
Management, Management Consulting, Performance Management
Education
California State University-Long Beach 1998 — 2002
BFA, Dance
PIMCO July 2012 - Present
Kurt Salmon December 2006 - June 2012
South Coast Performing Arts December 2001 - June 2008
California Therapy Solutions July 2005 - July 2006
MVP Sports Center and Physical Therapy September 2004 - June 2005
ACIC Physical Therapy August 2003 - August 2004
ShapeShift Pilates January 2003 - July 2003
Skills
Management, Management Consulting, Performance Management
Education
California State University-Long Beach 1998 — 2002
BFA, Dance
Ryan Andrews's PIMCO Experience October 2009 - May 2013
Job Principal at Trueline Capital, LLC
Industry Financial Services
Experience
Trueline Capital, LLC July 2015 - Present
Cascade Financial Strategies April 2015 - Present
Andrews & Co. January 2015 - Present
CrowdStreet August 2014 - February 2015
Droplr March 2013 - June 2014
PIMCO October 2009 - May 2013
Cornerstone Development March 2009 - July 2009
LPL Financial October 2007 - October 2008
LPL Financial 2004 - 2006
Skills
Marketing, Entrepreneurship, Management, Project Management, Start-ups, Marketing Strategy, Marketing Communications, Fundraising, Social Networking, Email Marketing, Strategic Planning, Social Media, Event Planning, Public Speaking, Nonprofits, Social Media Marketing, Event Management, Facebook, Online Advertising, Microsoft Excel, Advertising, PowerPoint, Microsoft Office, venture capital, Financial Modeling, Real Estate Financing, Fund Accounting, Cost Accounting, Crowdfunding, Investment Management, Socially Responsible..., Real Estate Private..., Construction Finance
Education
Washington State University 2013 — 2016
Master of Business Administration (MBA)
Cal Poly San Luis Obispo 2002 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Chartered Financial Analyst Program (CFA)
Level II Candidate
Trueline Capital, LLC July 2015 - Present
Cascade Financial Strategies April 2015 - Present
Andrews & Co. January 2015 - Present
CrowdStreet August 2014 - February 2015
Droplr March 2013 - June 2014
PIMCO October 2009 - May 2013
Cornerstone Development March 2009 - July 2009
LPL Financial October 2007 - October 2008
LPL Financial 2004 - 2006
Skills
Marketing, Entrepreneurship, Management, Project Management, Start-ups, Marketing Strategy, Marketing Communications, Fundraising, Social Networking, Email Marketing, Strategic Planning, Social Media, Event Planning, Public Speaking, Nonprofits, Social Media Marketing, Event Management, Facebook, Online Advertising, Microsoft Excel, Advertising, PowerPoint, Microsoft Office, venture capital, Financial Modeling, Real Estate Financing, Fund Accounting, Cost Accounting, Crowdfunding, Investment Management, Socially Responsible..., Real Estate Private..., Construction Finance
Education
Washington State University 2013 — 2016
Master of Business Administration (MBA)
Cal Poly San Luis Obispo 2002 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Chartered Financial Analyst Program (CFA)
Level II Candidate
Ferdinand Espiritu Ferdinand Espiritu's PIMCO Experience 2006 - September 2012
Job Sr. Developer at Ares Management
Industry Higher Education
Experience
Ares Management July 2014 - Present
UCLA September 2012 - July 2014
PIMCO 2006 - September 2012
Skills
.NET, C#, Databases, Microsoft SQL Server, SQL, ASP.NET, Visual Studio, Web Services, XML, Java, Software Development, JavaScript, jQuery, Agile Methodologies, Programming
Education
CSUN
Computer Engineering, Computer Engineering
Ares Management July 2014 - Present
UCLA September 2012 - July 2014
PIMCO 2006 - September 2012
Skills
.NET, C#, Databases, Microsoft SQL Server, SQL, ASP.NET, Visual Studio, Web Services, XML, Java, Software Development, JavaScript, jQuery, Agile Methodologies, Programming
Education
CSUN
Computer Engineering, Computer Engineering
Shawn Salehin's PIMCO Experience December 2000 - February 2004
Job Global Investment Management
Industry Investment Management
Experience
Wells Capital Management - Wells Fargo Asset Management July 2010 - Present
Wells Fargo & Co. July 2010 - August 2012
Arrow Capital, LLC February 2005 - December 2009
PIMCO December 2000 - February 2004
Skills
Analysis, Business Development, Portfolio Management, Consultative Sales, Time-Sensitive Project..., International Relations, Client Relations, Problem Solving, Strategic Negotiations, Effective Verbal &..., Problem Resolution, Training, Leadership, Investments, Fixed Income
Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA), Investment Finance
California State University-Long Beach
Bachelor of Arts (BA), Biological Sciences
Wells Capital Management - Wells Fargo Asset Management July 2010 - Present
Wells Fargo & Co. July 2010 - August 2012
Arrow Capital, LLC February 2005 - December 2009
PIMCO December 2000 - February 2004
Skills
Analysis, Business Development, Portfolio Management, Consultative Sales, Time-Sensitive Project..., International Relations, Client Relations, Problem Solving, Strategic Negotiations, Effective Verbal &..., Problem Resolution, Training, Leadership, Investments, Fixed Income
Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA), Investment Finance
California State University-Long Beach
Bachelor of Arts (BA), Biological Sciences
Amber Polaski Amber Polaski's PIMCO Experience 1993 - 1995
Job Government Account Manager at WW Grainger
Industry Computer Software
Experience
WW Grainger September 2015 - Present
Microsoft November 2014 - September 2015
Microsoft September 2013 - November 2014
Microsoft 2010 - September 2013
Microsoft 2000 - 2010
Microsoft 1999 - 2000
Microsoft 1998 - 1999
Microsoft 1997 - 1998
Microsoft 1996 - 1997
PIMCO 1993 - 1995
Skills
Microsoft Office..., Solution Selling, Program Management, New Business Development, Strategic Partnerships, Cross-functional Team..., Account Management, CRM, Enterprise Software, Partner Management, Business Intelligence, Sales Operations, Project Management, Customer Satisfaction, Consulting, Negotiation, SharePoint, Salesforce.com, Budgets, Outsourcing, Sales, Product Marketing, SaaS, Leadership, Cloud Computing, Professional Services, Vendor Management, Microsoft Technologies, Product Management, Strategy, Management, Pre-sales, Team Leadership, Software Project..., Human Resources, Start-ups, Business Analysis, Integration, Business Process..., Business Development, Service Delivery, Change Management, Business Process, SDLC, Process Improvement, IT Strategy, Team Management, Microsoft CRM, Software Implementation, Information Technology
Education
California State University-Long Beach 1991 — 1992
Bachelor of Arts (BA), Psychology
WW Grainger September 2015 - Present
Microsoft November 2014 - September 2015
Microsoft September 2013 - November 2014
Microsoft 2010 - September 2013
Microsoft 2000 - 2010
Microsoft 1999 - 2000
Microsoft 1998 - 1999
Microsoft 1997 - 1998
Microsoft 1996 - 1997
PIMCO 1993 - 1995
Skills
Microsoft Office..., Solution Selling, Program Management, New Business Development, Strategic Partnerships, Cross-functional Team..., Account Management, CRM, Enterprise Software, Partner Management, Business Intelligence, Sales Operations, Project Management, Customer Satisfaction, Consulting, Negotiation, SharePoint, Salesforce.com, Budgets, Outsourcing, Sales, Product Marketing, SaaS, Leadership, Cloud Computing, Professional Services, Vendor Management, Microsoft Technologies, Product Management, Strategy, Management, Pre-sales, Team Leadership, Software Project..., Human Resources, Start-ups, Business Analysis, Integration, Business Process..., Business Development, Service Delivery, Change Management, Business Process, SDLC, Process Improvement, IT Strategy, Team Management, Microsoft CRM, Software Implementation, Information Technology
Education
California State University-Long Beach 1991 — 1992
Bachelor of Arts (BA), Psychology
Marcia Clark Marcia Clark's PIMCO Experience February 1984 - March 2008
Job Finance faculty and Director of Applied Security Analysis Program (Bonds) at California State University, Fullerton
Industry Higher Education
Experience
Warren Street Wealth Advisors September 2015 - Present
California State University, Fullerton May 2015 - Present
California State University, Fullerton June 2011 - May 2015
Allianz Global Investors April 2008 - July 2011
California State University, Fullerton July 2005 - May 2008
PIMCO February 1984 - March 2008
Skills
Investments, Fixed Income, Higher Education, Program Management, Leadership Development, Capital Markets, Economics, Financial Analysis, Analysis, Public Speaking, Asset Management, Leadership, Business Analysis, Derivatives, Mutual Funds, Finance, Training, CRM, Risk Management, Recruiting
Education
UCLA Anderson School of Management 1999 — 2001
MBA, Business Administration
California State University-Fullerton, Mihaylo College of Business and Economics 1984 — 1988
BA, Finance
Warren Street Wealth Advisors September 2015 - Present
California State University, Fullerton May 2015 - Present
California State University, Fullerton June 2011 - May 2015
Allianz Global Investors April 2008 - July 2011
California State University, Fullerton July 2005 - May 2008
PIMCO February 1984 - March 2008
Skills
Investments, Fixed Income, Higher Education, Program Management, Leadership Development, Capital Markets, Economics, Financial Analysis, Analysis, Public Speaking, Asset Management, Leadership, Business Analysis, Derivatives, Mutual Funds, Finance, Training, CRM, Risk Management, Recruiting
Education
UCLA Anderson School of Management 1999 — 2001
MBA, Business Administration
California State University-Fullerton, Mihaylo College of Business and Economics 1984 — 1988
BA, Finance
Peter Jamieson Peter Jamieson's PIMCO Experience June 2013 - August 2013
Job Performance Analysis Manager at athenahealth
Industry
Experience
athenahealth September 2015 - Present
Pixability December 2014 - September 2015
Harvard Business School May 2014 - November 2014
PIMCO June 2013 - August 2013
Douglas C. Lane & Associates 2009 - 2012
Skills
Financial Modeling, Valuation, Equity Research, Financial Analysis, Business Strategy, Investments, Portfolio Management, Finance, Strategic Planning, Business Development, Market Entry
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Carleton College 2005 — 2009
Bachelor of Arts (BA), Mathematics, magna cum laude
athenahealth September 2015 - Present
Pixability December 2014 - September 2015
Harvard Business School May 2014 - November 2014
PIMCO June 2013 - August 2013
Douglas C. Lane & Associates 2009 - 2012
Skills
Financial Modeling, Valuation, Equity Research, Financial Analysis, Business Strategy, Investments, Portfolio Management, Finance, Strategic Planning, Business Development, Market Entry
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Carleton College 2005 — 2009
Bachelor of Arts (BA), Mathematics, magna cum laude
Eric Palmer Eric Palmer's PIMCO Experience July 2011 - Present
Job Account Associate at PIMCO
Industry Financial Services
Experience
PIMCO July 2011 - Present
Education
California Polytechnic State University-San Luis Obispo 2008 — 2011
B.S. in Business Administration, Financial Management
PIMCO July 2011 - Present
Education
California Polytechnic State University-San Luis Obispo 2008 — 2011
B.S. in Business Administration, Financial Management
Chuck Daniels Chuck Daniels's PIMCO Experience January 1989 - September 1998
Job Consultant, Prior COO & Business Development Roles, Management Committee @ PIMCO; Treasurer, Quotron Systems
Industry Investment Management
Experience
Daniels Strategy Group September 1999 - Present
PIMCO January 1989 - September 1998
PIMCO January 1989 - April 1996
Pacific Life January 1989 - April 1996
Quotron Systems April 1983 - December 1988
Quotron Systems April 1983 - September 1986
Skills
Fixed Income, Start-ups, Leadership, Portfolio Management, Investment Management, Fund Of Funds, Mergers & Acquisitions, Investment Banking, Hedge Funds, Finance, Alternative Investments, Asset Managment, Private Equity, Entrepreneurship, Investments, Management, Strategy, Executive Management, Asset Management
Education
California State University-Northridge
Finance, cum laude, Investment, Management, Real Estate, Business Law
Daniels Strategy Group September 1999 - Present
PIMCO January 1989 - September 1998
PIMCO January 1989 - April 1996
Pacific Life January 1989 - April 1996
Quotron Systems April 1983 - December 1988
Quotron Systems April 1983 - September 1986
Skills
Fixed Income, Start-ups, Leadership, Portfolio Management, Investment Management, Fund Of Funds, Mergers & Acquisitions, Investment Banking, Hedge Funds, Finance, Alternative Investments, Asset Managment, Private Equity, Entrepreneurship, Investments, Management, Strategy, Executive Management, Asset Management
Education
California State University-Northridge
Finance, cum laude, Investment, Management, Real Estate, Business Law
Ravi Vaswani Ravi Vaswani's PIMCO Experience 1997 - 2000
Job Regional Vice President at Pacific Life
Industry Insurance
Experience
Pacific Life May 2011 - Present
Pacific Life March 2005 - March 2011
Pacific Life 2000 - March 2005
PIMCO 1997 - 2000
Skills
Structured Settlements, Fixed Annuities, Insurance, Life Insurance, Workers Compensation, New Business Development, Retirement, Claim, Retirement Planning, Liability, Estate Planning, Underwriting, Strategic Planning
Education
California State University-Long Beach 1990 — 1995
BS, Marketing
Pacific Life May 2011 - Present
Pacific Life March 2005 - March 2011
Pacific Life 2000 - March 2005
PIMCO 1997 - 2000
Skills
Structured Settlements, Fixed Annuities, Insurance, Life Insurance, Workers Compensation, New Business Development, Retirement, Claim, Retirement Planning, Liability, Estate Planning, Underwriting, Strategic Planning
Education
California State University-Long Beach 1990 — 1995
BS, Marketing
Lorraine Torres Lorraine Torres's PIMCO Experience November 2014 - Present
Job Assistant Manager at Bank of America
Industry Banking
Experience
PIMCO November 2014 - Present
Bank of America May 2011 - November 2014
Bank of America September 2008 - May 2011
Skills
Banking, Credit, Loans, Customer Service, Retail Banking, Financial Analysis, Microsoft Office, Risk Management, Credit Analysis, Finance, Management, Sales, Leadership
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2011
Bachelor of Business Administration (BBA), Marketing
PIMCO November 2014 - Present
Bank of America May 2011 - November 2014
Bank of America September 2008 - May 2011
Skills
Banking, Credit, Loans, Customer Service, Retail Banking, Financial Analysis, Microsoft Office, Risk Management, Credit Analysis, Finance, Management, Sales, Leadership
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2011
Bachelor of Business Administration (BBA), Marketing
Hisham Abdulrrazek Hisham Abdulrrazek's PIMCO Experience June 2014 - August 2014
Job MSCF Student at Carnegie Mellon University
Industry Financial Services
Experience
Carnegie Mellon University August 2013 - Present
PIMCO June 2014 - August 2014
TD Asset Management May 2011 - May 2013
Barclays Capital May 2010 - August 2010
Skills
Fixed Income, Derivatives, Financial Modeling, Portfolio Optimization, Automated Trading, R, Matlab, Python, Bloomberg, Investment Management, Trading, Backtesting, Trading Strategies, Stochastic Calculus, Equity Derivatives
Education
Carnegie Mellon University
Master of Science (MS), Computational Finance
University of Waterloo
Bachelor of Applied Science (B.A.Sc.), Engineering
Carnegie Mellon University August 2013 - Present
PIMCO June 2014 - August 2014
TD Asset Management May 2011 - May 2013
Barclays Capital May 2010 - August 2010
Skills
Fixed Income, Derivatives, Financial Modeling, Portfolio Optimization, Automated Trading, R, Matlab, Python, Bloomberg, Investment Management, Trading, Backtesting, Trading Strategies, Stochastic Calculus, Equity Derivatives
Education
Carnegie Mellon University
Master of Science (MS), Computational Finance
University of Waterloo
Bachelor of Applied Science (B.A.Sc.), Engineering
Kathy Kuhl Kathy Kuhl's PIMCO Experience February 2006 - Present
Job VP, HR Generalist at PIMCO
Industry Investment Management
Experience
PIMCO February 2006 - Present
Education
California State University-Fullerton
Bachelor's degree, Business Administration and Management, General
PIMCO February 2006 - Present
Education
California State University-Fullerton
Bachelor's degree, Business Administration and Management, General
Ronnie Bernard Ronnie Bernard's PIMCO Experience September 2014 - Present
Job Account Associate at PIMCO
Industry Financial Services
Experience
PIMCO September 2014 - Present
PIMCO January 2014 - September 2014
PIMCO July 2011 - December 2013
PIMCO June 2010 - August 2010
HEDGEHARBOR February 2010 - May 2010
Skills
Fixed Income, Investments, Securities, Financial Analysis, Bloomberg, Microsoft Excel, Asset Management, Equities, Finance, Financial Modeling, Mutual Funds, Derivatives, Investment Management, Microsoft Office, Portfolio Management
Education
California State University-Long Beach - College of Business Administration 2005 — 2010
Bachelor of Science, Financial Managment & Marketing
PIMCO September 2014 - Present
PIMCO January 2014 - September 2014
PIMCO July 2011 - December 2013
PIMCO June 2010 - August 2010
HEDGEHARBOR February 2010 - May 2010
Skills
Fixed Income, Investments, Securities, Financial Analysis, Bloomberg, Microsoft Excel, Asset Management, Equities, Finance, Financial Modeling, Mutual Funds, Derivatives, Investment Management, Microsoft Office, Portfolio Management
Education
California State University-Long Beach - College of Business Administration 2005 — 2010
Bachelor of Science, Financial Managment & Marketing
Chris McGiffen Chris McGiffen's PIMCO Experience June 2012 - Present
Job Lead Sales Associate at PIMCO
Industry Financial Services
Experience
PIMCO June 2012 - Present
RBC Global Asset Management January 2012 - June 2012
TD Asset Management April 2006 - August 2011
ING Investment Management 2000 - 2005
BMO Financial Group 1999 - 2000
Skills
Mutual Funds, Investment Strategies, Investments, Alternative Investments, Asset Allocation, Portfolio Management, Securities, Investment Advisory, Asset Managment, ETFs, Financial Services, New Business Development, Credit, Asset Management, Fixed Income, Relationship Management, Equities, Investment Management, Bonds, Hedge Funds
Education
Canadian Securities Institute
Carleton University
Political Science
PIMCO June 2012 - Present
RBC Global Asset Management January 2012 - June 2012
TD Asset Management April 2006 - August 2011
ING Investment Management 2000 - 2005
BMO Financial Group 1999 - 2000
Skills
Mutual Funds, Investment Strategies, Investments, Alternative Investments, Asset Allocation, Portfolio Management, Securities, Investment Advisory, Asset Managment, ETFs, Financial Services, New Business Development, Credit, Asset Management, Fixed Income, Relationship Management, Equities, Investment Management, Bonds, Hedge Funds
Education
Canadian Securities Institute
Carleton University
Political Science
Eric Halsey Eric Halsey's PIMCO Experience August 2012 - Present
Job SharePoint Architect at PIMCO & Freelance Development
Industry Computer Software
Experience
PIMCO August 2012 - Present
A CTO August 2007 - Present
PIMCO February 2011 - August 2012
TEKsystems 2009 - 2010
S A G 2009 - 2010
Huntington Beach Host Lions Club 2009 - 2010
Framework Solutions 2009 - 2010
The Comdyn Group 2009 - 2010
Dynamic Methods 2007 - 2010
Dynamic Methods 2007 - 2010
Skills
.NET, System Architecture, Microsoft Platform, SharePoint, Microsoft Office..., Microsoft SQL Server, Software Development, Business Intelligence, ASP.NET, Enterprise Architecture, InfoPath, SSRS, C#, Microsoft CRM, Cloud Computing, Databases, XML, Microsoft Technologies, Infrastructure, Software Documentation, Disaster Recovery, Testing, Visual Studio, Web Services, Information Technology, Software Project..., Integration, IIS, Architecture, Agile Methodologies, Solution Architecture, SharePoint Server, Enterprise Software, Consulting, Management, SDLC, SQL, Business Analysis
Education
California State University-Long Beach 1988 — 1992
Management Information Systems
Huntington High 1984 — 1988
PIMCO August 2012 - Present
A CTO August 2007 - Present
PIMCO February 2011 - August 2012
TEKsystems 2009 - 2010
S A G 2009 - 2010
Huntington Beach Host Lions Club 2009 - 2010
Framework Solutions 2009 - 2010
The Comdyn Group 2009 - 2010
Dynamic Methods 2007 - 2010
Dynamic Methods 2007 - 2010
Skills
.NET, System Architecture, Microsoft Platform, SharePoint, Microsoft Office..., Microsoft SQL Server, Software Development, Business Intelligence, ASP.NET, Enterprise Architecture, InfoPath, SSRS, C#, Microsoft CRM, Cloud Computing, Databases, XML, Microsoft Technologies, Infrastructure, Software Documentation, Disaster Recovery, Testing, Visual Studio, Web Services, Information Technology, Software Project..., Integration, IIS, Architecture, Agile Methodologies, Solution Architecture, SharePoint Server, Enterprise Software, Consulting, Management, SDLC, SQL, Business Analysis
Education
California State University-Long Beach 1988 — 1992
Management Information Systems
Huntington High 1984 — 1988
Panida Rojanasupya, CCP's PIMCO Experience March 2011 - Present
Job
Industry Investment Management
Experience
PIMCO March 2011 - Present
Allianz Global Investors March 2003 - March 2011
Allianz Global Investors March 2003 - July 2004
Conexant January 2001 - March 2003
Conexant Systems Inc January 1999 - January 2001
Skills
Deferred Compensation, Human Resources, Talent Management, HRIS, Leadership, Performance Management, Talent Acquisition, Compensation, Employee Engagement, Onboarding, Succession Planning
Education
IMD Business School 2008 — 2008
California State University-Fullerton, Mihaylo College of Business and Economics 1996 — 1998
PIMCO March 2011 - Present
Allianz Global Investors March 2003 - March 2011
Allianz Global Investors March 2003 - July 2004
Conexant January 2001 - March 2003
Conexant Systems Inc January 1999 - January 2001
Skills
Deferred Compensation, Human Resources, Talent Management, HRIS, Leadership, Performance Management, Talent Acquisition, Compensation, Employee Engagement, Onboarding, Succession Planning
Education
IMD Business School 2008 — 2008
California State University-Fullerton, Mihaylo College of Business and Economics 1996 — 1998
Kristian Baney, CFA's PIMCO Experience April 2012 - Present
Job Product Specialist at PIMCO
Industry Investment Management
Experience
PIMCO April 2012 - Present
PIMCO January 2009 - April 2012
PIMCO July 2007 - January 2009
PIMCO October 2005 - July 2007
Skills
Asset Managment, Derivatives, Asset Management, Fixed Income, Financial Modeling, Market Research, Asset Allocation, Competitive Analysis, Investment Management, Bonds, Valuation, Alternative Investments
Education
UCLA Anderson School of Management 2010 — 2013
MBA
California State University-Long Beach 2000 — 2004
BS, Finance
PIMCO April 2012 - Present
PIMCO January 2009 - April 2012
PIMCO July 2007 - January 2009
PIMCO October 2005 - July 2007
Skills
Asset Managment, Derivatives, Asset Management, Fixed Income, Financial Modeling, Market Research, Asset Allocation, Competitive Analysis, Investment Management, Bonds, Valuation, Alternative Investments
Education
UCLA Anderson School of Management 2010 — 2013
MBA
California State University-Long Beach 2000 — 2004
BS, Finance
Paul Wildermuth Paul Wildermuth's PIMCO Experience May 2003 - Present
Job Vice President & Manager at PIMCO
Industry Investment Management
Experience
PIMCO May 2003 - Present
Morgan Stanley February 2002 - May 2003
Skills
Licenses: Series 7,..., Bloomberg, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bonds, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Strategies, Investment Management, Investments, Morningstar, Morningstar Direct, Microsoft Excel, Mutual Funds, Series 24, Banking, Corporate Finance, Credit, Credit Analysis, Due Diligence, FINRA
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2010
MBA, Investment Management
California Polytechnic State University-San Luis Obispo 1997 — 2001
Bachelor of Science, Business Administration - Finance
PIMCO May 2003 - Present
Morgan Stanley February 2002 - May 2003
Skills
Licenses: Series 7,..., Bloomberg, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bonds, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Strategies, Investment Management, Investments, Morningstar, Morningstar Direct, Microsoft Excel, Mutual Funds, Series 24, Banking, Corporate Finance, Credit, Credit Analysis, Due Diligence, FINRA
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2010
MBA, Investment Management
California Polytechnic State University-San Luis Obispo 1997 — 2001
Bachelor of Science, Business Administration - Finance
Petra Neumayr Petra Neumayr's PIMCO Experience October 2000 - January 2001
Job Corporate Financial Controller/Analyst
Industry Restaurants
Experience
The Paul Merage School of Business at UC Irvine September 2006 - Present
Applied Medical July 2007 - December 2007
Qigong and Tai Chi Business Venture September 2005 - July 2006
Autogrill Austria AG January 2002 - July 2004
PIMCO October 2000 - January 2001
Education
University of California, Irvine - The Paul Merage School of Business 2006 — 2008
MBA
California State University-Long Beach - College of Business Administration 1998 — 1999
B.S., Finance
Orange Coast College 1995 — 1998
A.A.
The Paul Merage School of Business at UC Irvine September 2006 - Present
Applied Medical July 2007 - December 2007
Qigong and Tai Chi Business Venture September 2005 - July 2006
Autogrill Austria AG January 2002 - July 2004
PIMCO October 2000 - January 2001
Education
University of California, Irvine - The Paul Merage School of Business 2006 — 2008
MBA
California State University-Long Beach - College of Business Administration 1998 — 1999
B.S., Finance
Orange Coast College 1995 — 1998
A.A.
Darius Ilgunas CPA, CFA, MBA Darius Ilgunas CPA, CFA, MBA's PIMCO Experience September 2011 - Present
Job Fund Portfolio Oversight Manager Vice President at PIMCO
Industry Financial Services
Experience
Marymount California University October 2014 - Present
PIMCO September 2011 - Present
California State University, Fullerton January 2013 - May 2013
PIMCO May 2005 - October 2011
PIMCO November 2007 - January 2008
PIMCO - Canada June 2006 - April 2007
E*Trade Consumer Finance Corporation July 2003 - May 2005
Pacific Life Insurance Co. October 2001 - July 2003
Deloitte & Touche January 2000 - October 2001
Skills
Bloomberg, VBA, Yields, Risk Management, Fixed Income, Asset Managment, Derivatives, Investment Management, Valuation, Mutual Funds, Investments, Bonds, Asset Allocation, Investment Strategies, Hedge Funds, Capital Markets, Equities, Asset Management, Portfolio Management, Financial Services, Economics, Financial Analysis, Financial Modeling, Finance, Alternative Investments, Corporate Finance, Series 7, Private Equity, Equity Research, Hedging, Investment Banking, Due Diligence, Financial Markets, Emerging Markets
Education
University of Southern California - Marshall School of Business 2003 — 2006
MBA, Finance
California State University-Long Beach 1994 — 1999
BS, Finance & Accounting
Marymount California University October 2014 - Present
PIMCO September 2011 - Present
California State University, Fullerton January 2013 - May 2013
PIMCO May 2005 - October 2011
PIMCO November 2007 - January 2008
PIMCO - Canada June 2006 - April 2007
E*Trade Consumer Finance Corporation July 2003 - May 2005
Pacific Life Insurance Co. October 2001 - July 2003
Deloitte & Touche January 2000 - October 2001
Skills
Bloomberg, VBA, Yields, Risk Management, Fixed Income, Asset Managment, Derivatives, Investment Management, Valuation, Mutual Funds, Investments, Bonds, Asset Allocation, Investment Strategies, Hedge Funds, Capital Markets, Equities, Asset Management, Portfolio Management, Financial Services, Economics, Financial Analysis, Financial Modeling, Finance, Alternative Investments, Corporate Finance, Series 7, Private Equity, Equity Research, Hedging, Investment Banking, Due Diligence, Financial Markets, Emerging Markets
Education
University of Southern California - Marshall School of Business 2003 — 2006
MBA, Finance
California State University-Long Beach 1994 — 1999
BS, Finance & Accounting
Ruby Genido Arellano Ruby Genido Arellano's PIMCO Experience February 2005 - Present
Job Senior Associate/Paralegal Regulatory '40 Act at PIMCO
Industry Investment Management
Experience
PIMCO February 2005 - Present
Skills
Bloomberg, Mutual Funds, Securities, Alternative Investments, UCITS, Fixed Income, Investments, FINRA, Equities
Education
California Western School of Law
Law
University of California, Los Angeles
BA, Political Science, Asian American Studies
PIMCO February 2005 - Present
Skills
Bloomberg, Mutual Funds, Securities, Alternative Investments, UCITS, Fixed Income, Investments, FINRA, Equities
Education
California Western School of Law
Law
University of California, Los Angeles
BA, Political Science, Asian American Studies
Jack Cho Jack Cho's PIMCO Experience January 2015 - Present
Job VP, Quantitative Research Analyst at PIMCO
Industry Investment Management
Experience
PIMCO January 2015 - Present
PIMCO January 2010 - December 2014
M&N Trading April 2006 - June 2007
Skills
Structured Products, Fixed Income, Valuation, Credit Risk, Stress Testing, SAS Programming, Oracle SQL Developer, Data Analysis, Intex, Technical Analysis, Trading, Financial Modeling, Financial Analysis, Capital Markets, Investment Strategies, Economics, Bloomberg, VBA, Portfolio Management, Asset Allocation
Education
Florida International University 2008 — 2009
Master, Finance
California State University-Fullerton 2000 — 2005
Bachelor of Arts, Business Administration; Finance and Information Systems
PIMCO January 2015 - Present
PIMCO January 2010 - December 2014
M&N Trading April 2006 - June 2007
Skills
Structured Products, Fixed Income, Valuation, Credit Risk, Stress Testing, SAS Programming, Oracle SQL Developer, Data Analysis, Intex, Technical Analysis, Trading, Financial Modeling, Financial Analysis, Capital Markets, Investment Strategies, Economics, Bloomberg, VBA, Portfolio Management, Asset Allocation
Education
Florida International University 2008 — 2009
Master, Finance
California State University-Fullerton 2000 — 2005
Bachelor of Arts, Business Administration; Finance and Information Systems
Lily Mac-Wentz's PIMCO Experience December 2012 - March 2013
Job Sr. Operations Administrator at The Capital Group, Inc.
Industry Investment Management
Experience
The Capital Group, Inc. January 2014 - Present
Lily's Lean Machines LLC October 2012 - Present
24 Hour Fitness October 2003 - Present
PIMCO December 2012 - March 2013
The Capital Group, Inc January 2004 - September 2012
The Capital Group, Inc January 2003 - January 2004
The Capital Group, Inc January 1998 - January 2003
MedPartners/Mulliken January 1996 - January 1998
KPMG Peat Marwick, LLP January 1995 - January 1996
Skills
Account Reconciliation, Accounting, Financial Reporting, Mutual Funds, Microsoft Office, Lotus Notes, Fixed Income, Training, Social Media, Data Entry, Customer Service, Project Management, Equities, Asset Managment, Microsoft Excel, Securities, Time Management, Finance, Data Analysis, Investments, Accounts Payable, Business Analysis, Strategic Planning, Mergers & Acquisitions, Payroll, Financial Analysis, Management, Salesforce.com, Weight Training, Budgets, Analysis, Microsoft Word, Team Building, Sales, Leadership, Coaching, Financial Modeling, Team Leadership, Risk Management, Banking, Fitness, Strategic Financial..., Public Speaking, Personal Training, Fitness Training, Recruiting, Asset Management, Portfolio Management, Derivatives, Marketing
Education
California State University-Long Beach - College of Business Administration 1992 — 1997
BS, Finance
The Capital Group, Inc. January 2014 - Present
Lily's Lean Machines LLC October 2012 - Present
24 Hour Fitness October 2003 - Present
PIMCO December 2012 - March 2013
The Capital Group, Inc January 2004 - September 2012
The Capital Group, Inc January 2003 - January 2004
The Capital Group, Inc January 1998 - January 2003
MedPartners/Mulliken January 1996 - January 1998
KPMG Peat Marwick, LLP January 1995 - January 1996
Skills
Account Reconciliation, Accounting, Financial Reporting, Mutual Funds, Microsoft Office, Lotus Notes, Fixed Income, Training, Social Media, Data Entry, Customer Service, Project Management, Equities, Asset Managment, Microsoft Excel, Securities, Time Management, Finance, Data Analysis, Investments, Accounts Payable, Business Analysis, Strategic Planning, Mergers & Acquisitions, Payroll, Financial Analysis, Management, Salesforce.com, Weight Training, Budgets, Analysis, Microsoft Word, Team Building, Sales, Leadership, Coaching, Financial Modeling, Team Leadership, Risk Management, Banking, Fitness, Strategic Financial..., Public Speaking, Personal Training, Fitness Training, Recruiting, Asset Management, Portfolio Management, Derivatives, Marketing
Education
California State University-Long Beach - College of Business Administration 1992 — 1997
BS, Finance
Roham Medifar, CFA's PIMCO Experience May 2005 - June 2008
Job Vice President, Credit Research Analyst at Western Alliance Bancorporation
Industry Financial Services
Experience
Western Alliance Bancorporation August 2012 - Present
Armory Funds September 2011 - March 2012
Wedbush Morgan October 2010 - September 2011
Monroe Capital April 2010 - June 2010
MetLife June 2009 - August 2009
PIMCO May 2005 - June 2008
PIMCO June 2003 - May 2005
Skills
Financial Modeling, Credit Analysis, Equity Research, Structured Finance, CDO, CMBS
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Concentrations in Accounting and Finance
California Polytechnic State University-San Luis Obispo 1999 — 2003
Bachelor of Science in Business Administration, Minors in Economics and Psychology
Western Alliance Bancorporation August 2012 - Present
Armory Funds September 2011 - March 2012
Wedbush Morgan October 2010 - September 2011
Monroe Capital April 2010 - June 2010
MetLife June 2009 - August 2009
PIMCO May 2005 - June 2008
PIMCO June 2003 - May 2005
Skills
Financial Modeling, Credit Analysis, Equity Research, Structured Finance, CDO, CMBS
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Concentrations in Accounting and Finance
California Polytechnic State University-San Luis Obispo 1999 — 2003
Bachelor of Science in Business Administration, Minors in Economics and Psychology
Rob McDiarmid's PIMCO Experience July 2010 - December 2011
Job Technical Writer / Bus Analyst at iHerb
Industry Information Technology and Services
Experience
iHerb June 2012 - May 2015
Capital Group February 2012 - June 2012
PIMCO July 2010 - December 2011
Westfield October 2009 - July 2010
Toastmasters International November 2008 - February 2009
American Honda Motor Company, Inc. May 2008 - October 2008
Yahoo April 2007 - February 2008
Ameriquest Mortgage September 2003 - March 2007
Skills
Software Documentation, Technical Writing, RoboHelp, SnagIt, Online Help, Microsoft Word, Visio, User Assistance, Business Analysis, Documentation, Project Management, Agile Methodologies, Management, Content Management, Databases, JavaScript, SharePoint, HTML, Instructional Design, Adobe Acrobat, Editing, FrameMaker
Education
California State University-Long Beach 1997 — 2001
Single Subject Teaching Credential, English Education
California State University-Long Beach 1995 — 1997
Bachelor of Arts (BA), English Literature
iHerb June 2012 - May 2015
Capital Group February 2012 - June 2012
PIMCO July 2010 - December 2011
Westfield October 2009 - July 2010
Toastmasters International November 2008 - February 2009
American Honda Motor Company, Inc. May 2008 - October 2008
Yahoo April 2007 - February 2008
Ameriquest Mortgage September 2003 - March 2007
Skills
Software Documentation, Technical Writing, RoboHelp, SnagIt, Online Help, Microsoft Word, Visio, User Assistance, Business Analysis, Documentation, Project Management, Agile Methodologies, Management, Content Management, Databases, JavaScript, SharePoint, HTML, Instructional Design, Adobe Acrobat, Editing, FrameMaker
Education
California State University-Long Beach 1997 — 2001
Single Subject Teaching Credential, English Education
California State University-Long Beach 1995 — 1997
Bachelor of Arts (BA), English Literature
Donara Johnson's PIMCO Experience June 2014 - Present
Job Brand Marketing Manager
Industry Financial Services
Experience
PIMCO June 2014 - Present
Abert Entity Advertising August 2009 - June 2011
LRN October 2007 - May 2009
Xerox Corporation, Global Services & Imaging Division June 2004 - February 2007
Xerox Corporation, Corporate Marketing Services January 2000 - May 2004
Xerox Corporation, North American Sales Group January 1993 - December 1999
Johnson Consulting Services September 1990 - December 1992
Inference Software Corporation February 1988 - November 1990
Abert, Newhoff & Burr Advertising March 1985 - January 1988
Abert, Newhoff & Burr 1984 - January 1988
Skills
Customer Acquisition, Brand Development, Trade Shows, Webinars, Management, Product Marketing, Marketing Communications, Competitive Analysis, Direct Marketing, Strategy, Cross-functional Team..., Lead Generation, Marketing, Marketing Management, Integrated Marketing, Leadership
Education
California State University-San Bernardino - College of Business and Public Administration 1980 — 1984
BA, Marketing
PIMCO June 2014 - Present
Abert Entity Advertising August 2009 - June 2011
LRN October 2007 - May 2009
Xerox Corporation, Global Services & Imaging Division June 2004 - February 2007
Xerox Corporation, Corporate Marketing Services January 2000 - May 2004
Xerox Corporation, North American Sales Group January 1993 - December 1999
Johnson Consulting Services September 1990 - December 1992
Inference Software Corporation February 1988 - November 1990
Abert, Newhoff & Burr Advertising March 1985 - January 1988
Abert, Newhoff & Burr 1984 - January 1988
Skills
Customer Acquisition, Brand Development, Trade Shows, Webinars, Management, Product Marketing, Marketing Communications, Competitive Analysis, Direct Marketing, Strategy, Cross-functional Team..., Lead Generation, Marketing, Marketing Management, Integrated Marketing, Leadership
Education
California State University-San Bernardino - College of Business and Public Administration 1980 — 1984
BA, Marketing
Steven Hehn's PIMCO Experience May 1998 - September 2008
Job Real Estate Broker
Industry Real Estate
Experience
Crane Real Estate February 2010 - Present
PIMCO May 1998 - September 2008
Skills
Bloomberg, Fixed Income, Alternative Investments, Mutual Funds, Series 7, Asset Management, Equities, Investment Management, Investments, Asset Allocation, Valuation, Entrepreneurship, Bonds, Investment Strategies, Portfolio Management, Wealth Management, Real Estate Economics, Securities, Fund Of Funds, Financial Modeling, Real Estate Transactions, Financial Markets, Real Estate, Capital Markets, Financial Analysis, Private Equity, Derivatives, Investment Properties, Credit, Due Diligence, Structured Products, FINRA, Mergers & Acquisitions, Homogenizer
Education
University of Southern California 2007 — 2009
Master of Business Administration (MBA), Real Estate Finance
California State University-Fullerton, Mihaylo College of Business and Economics 1994 — 1996
Crane Real Estate February 2010 - Present
PIMCO May 1998 - September 2008
Skills
Bloomberg, Fixed Income, Alternative Investments, Mutual Funds, Series 7, Asset Management, Equities, Investment Management, Investments, Asset Allocation, Valuation, Entrepreneurship, Bonds, Investment Strategies, Portfolio Management, Wealth Management, Real Estate Economics, Securities, Fund Of Funds, Financial Modeling, Real Estate Transactions, Financial Markets, Real Estate, Capital Markets, Financial Analysis, Private Equity, Derivatives, Investment Properties, Credit, Due Diligence, Structured Products, FINRA, Mergers & Acquisitions, Homogenizer
Education
University of Southern California 2007 — 2009
Master of Business Administration (MBA), Real Estate Finance
California State University-Fullerton, Mihaylo College of Business and Economics 1994 — 1996
Lance Whitewolf's PIMCO Experience March 2003 - Present
Job Vice President at PIMCO
Industry Financial Services
Experience
PIMCO March 2003 - Present
Boeing August 1997 - June 2000
US Navy May 1992 - June 1997
Skills
Fixed Income, Series 7, Hedge Funds, Asset Allocation, Alternative Investments, Bloomberg, Asset Managment, Equities, Mutual Funds
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
MBA
California State University-Dominguez Hills 1998 — 2000
MS, Quality Assurance
United States Naval Academy 1988 — 1992
Bachelor of Science (B.S.)
PIMCO March 2003 - Present
Boeing August 1997 - June 2000
US Navy May 1992 - June 1997
Skills
Fixed Income, Series 7, Hedge Funds, Asset Allocation, Alternative Investments, Bloomberg, Asset Managment, Equities, Mutual Funds
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
MBA
California State University-Dominguez Hills 1998 — 2000
MS, Quality Assurance
United States Naval Academy 1988 — 1992
Bachelor of Science (B.S.)
Daniel Bradshaw's PIMCO Experience August 2007 - Present
Job Vice President, Compliance Marketing at PIMCO
Industry Financial Services
Experience
PIMCO August 2007 - Present
optionsXpress 2003 - 2007
E*TRADE Financial 1998 - 2002
Education
California State University Stanislaus 1994 — 1996
Fred C Beyer High School 1986 — 1990
PIMCO August 2007 - Present
optionsXpress 2003 - 2007
E*TRADE Financial 1998 - 2002
Education
California State University Stanislaus 1994 — 1996
Fred C Beyer High School 1986 — 1990
Luis Clemente, CFA's PIMCO Experience September 2014 - Present
Job Vice President at PIMCO
Industry Financial Services
Experience
PIMCO September 2014 - Present
Bank of America February 2003 - August 2014
MWAM 2001 - 2002
United States Marine Corps December 1991 - December 1995
Education
California State Polytechnic University-Pomona 1998 — 2001
PIMCO September 2014 - Present
Bank of America February 2003 - August 2014
MWAM 2001 - 2002
United States Marine Corps December 1991 - December 1995
Education
California State Polytechnic University-Pomona 1998 — 2001
Allison Heilman's PIMCO Experience January 2011 - February 2013
Job Director, HR Business Partner at Guggenheim Partners
Industry Human Resources
Experience
Guggenheim Partners February 2013 - Present
PIMCO January 2011 - February 2013
Allianz Global Investors August 2007 - December 2010
JPMorganChase July 1999 - July 2007
Skills
Applicant Tracking..., College Recruiting, Deferred Compensation, Employee Benefits, Employee Engagement, Employee Relations, Human Resources, Organizational..., Performance Management, Recruiting, Succession Planning, Talent Acquisition, Talent Management, Onboarding, Benefits Administration
Education
Bucknell University 1995 — 1999
Guggenheim Partners February 2013 - Present
PIMCO January 2011 - February 2013
Allianz Global Investors August 2007 - December 2010
JPMorganChase July 1999 - July 2007
Skills
Applicant Tracking..., College Recruiting, Deferred Compensation, Employee Benefits, Employee Engagement, Employee Relations, Human Resources, Organizational..., Performance Management, Recruiting, Succession Planning, Talent Acquisition, Talent Management, Onboarding, Benefits Administration
Education
Bucknell University 1995 — 1999
Rushant Sanathara's PIMCO Experience December 2009 - Present
Job Vice President, Consultant Relations Group at PIMCO
Industry Financial Services
Experience
PIMCO December 2009 - Present
PIMCO June 2006 - December 2009
PIMCO June 2004 - June 2006
PIMCO September 2002 - June 2004
PIMCO June 2001 - September 2002
Education
University of California, Irvine - The Paul Merage School of Business 2003 — 2006
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 2002
BS
PIMCO December 2009 - Present
PIMCO June 2006 - December 2009
PIMCO June 2004 - June 2006
PIMCO September 2002 - June 2004
PIMCO June 2001 - September 2002
Education
University of California, Irvine - The Paul Merage School of Business 2003 — 2006
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 2002
BS
Donna Thompson's PIMCO Experience 1995 - 1998
Job
Industry Financial Services
Experience
PIMCO 1995 - 1998
Skills
Financial Analysis, Asset Managment, Asset Management, Project Management, Account Reconciliation, Financial Modeling, Financial Reporting, Finance, Accounting, Corporate Finance, Mutual Funds, Internal Controls, Investments, Financial Accounting, Strategic Financial..., Financial Planning
Education
California State Polytechnic University-Pomona 1989 — 1993
PIMCO 1995 - 1998
Skills
Financial Analysis, Asset Managment, Asset Management, Project Management, Account Reconciliation, Financial Modeling, Financial Reporting, Finance, Accounting, Corporate Finance, Mutual Funds, Internal Controls, Investments, Financial Accounting, Strategic Financial..., Financial Planning
Education
California State Polytechnic University-Pomona 1989 — 1993
Jim Davison's PIMCO Experience July 2012 - January 2014
Job Vice President, Regional Consultant, Private Wealth Solutions Group at State Street
Industry Financial Services
Experience
State Street February 2014 - Present
PIMCO July 2012 - January 2014
BlackRock January 2001 - 2012
Salomon Smith Barney 1997 - 2000
US Navy 1984 - 1993
Skills
Asset Management, Series 7, Mutual Funds, Alternative Investments, Investments, Asset Allocation, Equities, Portfolio Management, Series 63, Fixed Income, Risk Management, Sales, Leadership, Investment Strategies, ETFs, Hedge Funds, Wealth Management, Capital Markets, Investment Advisory, Due Diligence
Education
California State University-Chico 1979 — 1984
State Street February 2014 - Present
PIMCO July 2012 - January 2014
BlackRock January 2001 - 2012
Salomon Smith Barney 1997 - 2000
US Navy 1984 - 1993
Skills
Asset Management, Series 7, Mutual Funds, Alternative Investments, Investments, Asset Allocation, Equities, Portfolio Management, Series 63, Fixed Income, Risk Management, Sales, Leadership, Investment Strategies, ETFs, Hedge Funds, Wealth Management, Capital Markets, Investment Advisory, Due Diligence
Education
California State University-Chico 1979 — 1984
Micheal Luu's PIMCO Experience June 1999 - Present
Job Manager Legal & Compliance
Industry Security and Investigations
Experience
PIMCO June 1999 - Present
Skills
Fixed Income
Education
California State University-Fullerton
Finance
PIMCO June 1999 - Present
Skills
Fixed Income
Education
California State University-Fullerton
Finance
Eddie Kim's PIMCO Experience 1997 - 2000
Job IT Manager at Holthouse Carlin & Van Trigt LLP
Industry Information Technology and Services
Experience
Holthouse Carlin & Van Trigt LLP August 2008 - Present
Bristol Park Medical Group October 2006 - August 2008
State Street 2000 - 2006
State Street IMS 1997 - 2006
PIMCO 1997 - 2000
Skills
Process Improvement, Citrix, Disaster Recovery, Microsoft Office, Visio, Vendor Management, Active Directory, Microsoft Excel, SharePoint, Software Documentation, Project Management, SDLC, System Administration, Data Center, Sarbanes-Oxley Act, ITIL, Microsoft Exchange, Hyper-V, VMware Infrastructure, IT Infrastructure..., Network Administration, Microsoft RDS, Microsoft Server..., Sonicwall Administration
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2005
MBA, Information Systems Specialist
University of California, Irvine 1992 — 1997
Holthouse Carlin & Van Trigt LLP August 2008 - Present
Bristol Park Medical Group October 2006 - August 2008
State Street 2000 - 2006
State Street IMS 1997 - 2006
PIMCO 1997 - 2000
Skills
Process Improvement, Citrix, Disaster Recovery, Microsoft Office, Visio, Vendor Management, Active Directory, Microsoft Excel, SharePoint, Software Documentation, Project Management, SDLC, System Administration, Data Center, Sarbanes-Oxley Act, ITIL, Microsoft Exchange, Hyper-V, VMware Infrastructure, IT Infrastructure..., Network Administration, Microsoft RDS, Microsoft Server..., Sonicwall Administration
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2005
MBA, Information Systems Specialist
University of California, Irvine 1992 — 1997
Christine Chu's PIMCO Experience 2003 - 2005
Job Private Markets Research Analyst
Industry Investment Management
Experience
CTC myCFO January 2015 - Present
CTC myCFO March 2008 - Present
CTC Consulting, Inc. March 2005 - March 2008
PIMCO 2003 - 2005
PIMCO 2000 - 2003
Skills
Fixed Income, Bloomberg, Hedge Funds, Alternative Investments, Asset Management, Asset Allocation, Equities, Investment Management, Investment Strategies, Equity Research, Mutual Funds, Portfolio Management, Valuation, Private Equity, Financial Services, Financial Analysis, Financial Modeling, Finance
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
CTC myCFO January 2015 - Present
CTC myCFO March 2008 - Present
CTC Consulting, Inc. March 2005 - March 2008
PIMCO 2003 - 2005
PIMCO 2000 - 2003
Skills
Fixed Income, Bloomberg, Hedge Funds, Alternative Investments, Asset Management, Asset Allocation, Equities, Investment Management, Investment Strategies, Equity Research, Mutual Funds, Portfolio Management, Valuation, Private Equity, Financial Services, Financial Analysis, Financial Modeling, Finance
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
Rick Fulford's PIMCO Experience 2015 - Present
Job Head of Retirement, U.S. at PIMCO
Industry Investment Management
Experience
PIMCO 2015 - Present
PIMCO 2000 - December 2014
Pimco Europe LTD 2003 - 2009
Skills
Investment Management, Investments, Asset Management, Asset Allocation, Fixed Income, Alternative Investments, Hedge Funds, Pension Funds, Solutions Design, Derivatives, Bloomberg, Capital Markets, Securities
Education
University of California, Irvine - The Paul Merage School of Business 1998 — 2000
MBA, Finance
California Polytechnic State University-San Luis Obispo 1989 — 1994
BS Civil Engineering, Civil Engineering
PIMCO 2015 - Present
PIMCO 2000 - December 2014
Pimco Europe LTD 2003 - 2009
Skills
Investment Management, Investments, Asset Management, Asset Allocation, Fixed Income, Alternative Investments, Hedge Funds, Pension Funds, Solutions Design, Derivatives, Bloomberg, Capital Markets, Securities
Education
University of California, Irvine - The Paul Merage School of Business 1998 — 2000
MBA, Finance
California Polytechnic State University-San Luis Obispo 1989 — 1994
BS Civil Engineering, Civil Engineering
Afshin Davari's PIMCO Experience May 2015 - Present
Job Portfolio Analyst at PIMCO
Industry Investment Management
Experience
PIMCO May 2015 - Present
PIMCO January 2015 - Present
PIMCO January 2014 - Present
PIMCO July 2011 - January 2014
Western Asset Management August 2008 - July 2011
California Junior Analyst Association January 2008 - July 2008
Edward Jones June 2007 - November 2007
Skills
Financial Modeling, Fixed Income, Bloomberg, Investments, VBA, Finance, Bonds, Analysis, Analytical &..., Report Building, Data Minding & Data..., SQL (Oracle, Sybase,..., Barclay's POINT, Process and..., Compliance & Risk..., Leadership, Training,..., Entrepreneurship, Experience in Dealing..., Bloomberg & Advance API..., Asset Management, Risk Management, Asset Allocation, Derivatives, Valuation
Education
California State University-Fullerton 2006 — 2008
B.S., Business Finance
PIMCO May 2015 - Present
PIMCO January 2015 - Present
PIMCO January 2014 - Present
PIMCO July 2011 - January 2014
Western Asset Management August 2008 - July 2011
California Junior Analyst Association January 2008 - July 2008
Edward Jones June 2007 - November 2007
Skills
Financial Modeling, Fixed Income, Bloomberg, Investments, VBA, Finance, Bonds, Analysis, Analytical &..., Report Building, Data Minding & Data..., SQL (Oracle, Sybase,..., Barclay's POINT, Process and..., Compliance & Risk..., Leadership, Training,..., Entrepreneurship, Experience in Dealing..., Bloomberg & Advance API..., Asset Management, Risk Management, Asset Allocation, Derivatives, Valuation
Education
California State University-Fullerton 2006 — 2008
B.S., Business Finance
Dave Bierman's PIMCO Experience October 1996 - Present
Job Developer at Pimco
Industry Financial Services
Experience
Pimco October 1996 - Present
State Street IMS West 2000 - 2002
Education
California State University-Long Beach 1980 — 1990
Pimco October 1996 - Present
State Street IMS West 2000 - 2002
Education
California State University-Long Beach 1980 — 1990
Sara Oudin's PIMCO Experience 1994 - 1999
Job SVP at Allianz Asset Management
Industry Investment Management
Experience
Allianz Asset Management 2004 - Present
State Street IMS 2003 - 2004
State Street IMS 2000 - 2002
PIMCO 1994 - 1999
Education
California State University-Fullerton - College of Business and Economics 1982 — 1986
Bachelor of Science (BS), Business/Finance
Allianz Asset Management 2004 - Present
State Street IMS 2003 - 2004
State Street IMS 2000 - 2002
PIMCO 1994 - 1999
Education
California State University-Fullerton - College of Business and Economics 1982 — 1986
Bachelor of Science (BS), Business/Finance
Christian Pape's PIMCO Experience May 2009 - Present
Job Compliance Supervisor at PIMCO
Industry Financial Services
Experience
PIMCO May 2009 - Present
Irvine Valley College January 2009 - January 2010
Banc of America Investments August 2007 - May 2009
Local Agency Formation Commission January 2007 - July 2007
Skills
Trading
Education
California State University-Fullerton 2006 — 2008
MA, Financial Economics
University of California, San Diego 1998 — 2002
BS, Molecular Biology
PIMCO May 2009 - Present
Irvine Valley College January 2009 - January 2010
Banc of America Investments August 2007 - May 2009
Local Agency Formation Commission January 2007 - July 2007
Skills
Trading
Education
California State University-Fullerton 2006 — 2008
MA, Financial Economics
University of California, San Diego 1998 — 2002
BS, Molecular Biology
Sheri S. Carey's PIMCO Experience September 2004 - August 2005
Job Program Manager at The Schwartz Center for Compassionate Healthcare
Industry Hospital & Health Care
Experience
The Schwartz Center for Compassionate Healthcare December 2013 - Present
American Marketing Association, Boston January 2013 - December 2014
Tufts Medical Center July 2013 - December 2013
Anaheim/Orange County Visitor & Convention Bureau July 2011 - September 2011
Anaheim/Orange County Visitor & Convention Bureau July 2007 - July 2011
Pacific Advanced Civil Engineering, Inc. February 2006 - July 2007
PIMCO September 2004 - August 2005
Skills
Marketing Strategy, Project Management, Brand Management, Strategy, Email Marketing, Budgets, Content Development, Integrated Marketing..., Event Management, Client Liason, Web Analytics, Leadership, SEO, Marketing Management, Management, Marketing Communications, Strategic Partnerships, Cooperative Marketing, Written & Oral..., Nonprofits, Cross-functional..., Sponsorship, Program Management
Education
California State University-Fullerton - College of Business and Economics
Bachelor of Arts in Business Administration
Saddleback College
The Schwartz Center for Compassionate Healthcare December 2013 - Present
American Marketing Association, Boston January 2013 - December 2014
Tufts Medical Center July 2013 - December 2013
Anaheim/Orange County Visitor & Convention Bureau July 2011 - September 2011
Anaheim/Orange County Visitor & Convention Bureau July 2007 - July 2011
Pacific Advanced Civil Engineering, Inc. February 2006 - July 2007
PIMCO September 2004 - August 2005
Skills
Marketing Strategy, Project Management, Brand Management, Strategy, Email Marketing, Budgets, Content Development, Integrated Marketing..., Event Management, Client Liason, Web Analytics, Leadership, SEO, Marketing Management, Management, Marketing Communications, Strategic Partnerships, Cooperative Marketing, Written & Oral..., Nonprofits, Cross-functional..., Sponsorship, Program Management
Education
California State University-Fullerton - College of Business and Economics
Bachelor of Arts in Business Administration
Saddleback College
Lynette Lucero's PIMCO Experience January 1994 - January 2005
Job Client Specialist at Strategic Asset Services
Industry Health, Wellness and Fitness
Experience
Strategic Asset Services 2005 - Present
New Spirit Naturals 1995 - Present
PIMCO January 1994 - January 2005
Skills
Wellness Coaching, Wellbeing, Reflexology, Wellness, Healing, Nutritional Counseling, Energy Healing, Relaxation, Stress Management, Bodywork, Alternative Medicine, Lifestyle, Holistic Health, Meditation, Nutrition
Education
California State University-Long Beach 1981 — 1983
Bachelor's degree, Business Administration and Management, General
Long Beach City College 1978 — 1981
Associate of Arts (A.A.), Business Administration and Management, General
Strategic Asset Services 2005 - Present
New Spirit Naturals 1995 - Present
PIMCO January 1994 - January 2005
Skills
Wellness Coaching, Wellbeing, Reflexology, Wellness, Healing, Nutritional Counseling, Energy Healing, Relaxation, Stress Management, Bodywork, Alternative Medicine, Lifestyle, Holistic Health, Meditation, Nutrition
Education
California State University-Long Beach 1981 — 1983
Bachelor's degree, Business Administration and Management, General
Long Beach City College 1978 — 1981
Associate of Arts (A.A.), Business Administration and Management, General
Andria Berry's PIMCO Experience September 2014 - Present
Job Regulatory Documentation Associate at PIMCO
Industry Investment Management
Experience
PIMCO September 2014 - Present
PIMCO March 2013 - September 2014
PIMCO January 2010 - March 2013
MacFarlane Partners July 2008 - November 2009
HEARTSENT ADOPTIONS, INC July 2004 - April 2008
SOUTHERN CA UNIVERSITY HEALTH SCIENCES January 1999 - July 2004
Skills
Project Management, Training, Regulatory Documentation, Process Improvement, Invoice Processing, Reporting & Analysis, Cost Reporting, Auditing, Presentation Design, Microsoft Office, Bloomberg, ReadSoft, SharePoint, Travel Arrangements
Education
California State University-Fullerton 1999 — 2004
Bachelor of Science (B.S.), Child Development
PIMCO September 2014 - Present
PIMCO March 2013 - September 2014
PIMCO January 2010 - March 2013
MacFarlane Partners July 2008 - November 2009
HEARTSENT ADOPTIONS, INC July 2004 - April 2008
SOUTHERN CA UNIVERSITY HEALTH SCIENCES January 1999 - July 2004
Skills
Project Management, Training, Regulatory Documentation, Process Improvement, Invoice Processing, Reporting & Analysis, Cost Reporting, Auditing, Presentation Design, Microsoft Office, Bloomberg, ReadSoft, SharePoint, Travel Arrangements
Education
California State University-Fullerton 1999 — 2004
Bachelor of Science (B.S.), Child Development
Bridget Harris's PIMCO Experience March 1993 - January 1998
Job Sr Business Systems Analyst at Pacific Life
Industry Information Technology and Services
Experience
Pacific Life February 1998 - Present
PIMCO March 1993 - January 1998
Skills
Business Analysis, SDLC, Requirements Analysis, Process Improvement, SQL, Analysis, Visio, Business Intelligence, Requirements Gathering, Vendor Management
Education
California State University-Long Beach 1994 — 1997
Bachelor of Science (BS), Management Information Systems, General
Pacific Life February 1998 - Present
PIMCO March 1993 - January 1998
Skills
Business Analysis, SDLC, Requirements Analysis, Process Improvement, SQL, Analysis, Visio, Business Intelligence, Requirements Gathering, Vendor Management
Education
California State University-Long Beach 1994 — 1997
Bachelor of Science (BS), Management Information Systems, General
Ellie Mohammadi's PIMCO Experience March 2012 - May 2013
Job
Industry Financial Services
Experience
PIMCO March 2012 - May 2013
Och-Ziff Capital Management March 2005 - January 2011
Deutsche Bank March 2004 - February 2005
OCTFCU December 2002 - March 2004
Bunim Murray Productions January 2001 - June 2001
Skills
Financial Modeling, Asset Management, Banking
Education
California State University-Fullerton - College of Business and Economics 1999 — 2003
Finance
New York University
woodbridge high school
PIMCO March 2012 - May 2013
Och-Ziff Capital Management March 2005 - January 2011
Deutsche Bank March 2004 - February 2005
OCTFCU December 2002 - March 2004
Bunim Murray Productions January 2001 - June 2001
Skills
Financial Modeling, Asset Management, Banking
Education
California State University-Fullerton - College of Business and Economics 1999 — 2003
Finance
New York University
woodbridge high school
Donna Cohen's PIMCO Experience September 2002 - Present
Job Compliance Associate at PIMCO
Industry Investment Management
Experience
PIMCO September 2002 - Present
PIMCO September 2002 - Present
Education
California State University-Northridge
Bachelor of Science degree in Business Administration, Management, Personnel
PIMCO September 2002 - Present
PIMCO September 2002 - Present
Education
California State University-Northridge
Bachelor of Science degree in Business Administration, Management, Personnel
Shawn Coffman's PIMCO Experience February 2011 - November 2014
Job Product Associate, Real Return at PIMCO
Industry Investment Management
Experience
PIMCO February 2011 - November 2014
Skills
Fixed Income, Bloomberg, Portfolio Management, Investments, Bloomberg Terminal, Mutual Funds, Asset Managment, Equities, Analysis, Financial Analysis, Alternative Investments, Investment Management, Equity Research, Financial Services, Series 7, Financial Modeling, Asset Management, Valuation, Forecasting, Asset Allocation, Series 63, FINRA, VBA, Microsoft Excel, PowerPoint, Equity Valuation, Bonds, Cash Management, Commodity, Equity Trading, Capital Markets, Economics, Investment Advisory, Financial Reporting
Education
California State University-Long Beach 2005 — 2010
BS
CFA Institute
2015 Level III Candidate in the CFA Program
PIMCO February 2011 - November 2014
Skills
Fixed Income, Bloomberg, Portfolio Management, Investments, Bloomberg Terminal, Mutual Funds, Asset Managment, Equities, Analysis, Financial Analysis, Alternative Investments, Investment Management, Equity Research, Financial Services, Series 7, Financial Modeling, Asset Management, Valuation, Forecasting, Asset Allocation, Series 63, FINRA, VBA, Microsoft Excel, PowerPoint, Equity Valuation, Bonds, Cash Management, Commodity, Equity Trading, Capital Markets, Economics, Investment Advisory, Financial Reporting
Education
California State University-Long Beach 2005 — 2010
BS
CFA Institute
2015 Level III Candidate in the CFA Program
Bunmi Palmer's PIMCO Experience December 1995 - Present
Job Business Analyst/Project Manager at PIMCO
Industry Investment Management
Experience
PIMCO December 1995 - Present
GAB Robins June 1989 - November 1995
Education
California State University-Fullerton 1993 — 1995
Business, Accounting
Lagos State Polytechnic, Isolo 1985 — 1987
AA, Catering & Hotel Management
New Era Girls Secondary School 1978 — 1982
High School Diploma, General Education
PIMCO December 1995 - Present
GAB Robins June 1989 - November 1995
Education
California State University-Fullerton 1993 — 1995
Business, Accounting
Lagos State Polytechnic, Isolo 1985 — 1987
AA, Catering & Hotel Management
New Era Girls Secondary School 1978 — 1982
High School Diploma, General Education
Bryan Poulsen's PIMCO Experience PIMCOCompliance Analyst2000 - 2009
Job Sr. Compliance Analyst at pimco
Industry Financial Services
Experience
pimco PIMCOCompliance Analyst2000 - 2009
Skills
Securities, Mutual Funds
Education
California State University, Fresno 1992 — 1995
BA, Sapnish
pimco PIMCOCompliance Analyst2000 - 2009
Skills
Securities, Mutual Funds
Education
California State University, Fresno 1992 — 1995
BA, Sapnish
Daniel Ludwig, CFA's PIMCO Experience 1998 - 2001
Job Managing Director at Taiyo Pacific Partners
Industry Investment Management
Experience
Taiyo Pacific Partners 2012 - Present
Swan Capital Management 2011 - 2012
Mountain Pacific Group 2009 - 2010
Geode Capital Management 2005 - 2008
Metropolitan West Asset Management 2001 - 2005
PIMCO 1998 - 2001
Fidelity Investments 1995 - 1998
Credit Suisse First Boston 1992 - 1995
Skills
Fixed Income, Equities, Emerging Markets, Commodity, Portfolio Management, Mutual Funds, Investments, Asset Managment, Alternative Investments, Trading, Financial Analysis, Hedge Funds, Asset Allocation, New Business Development, Due Diligence
Education
Cornell University 1979 — 1981
BS, Electrical Engineering
Ithaca College 1976 — 1979
BA, Physics
Bryant University 1984 — 1986
Master of Business Administration (MBA)
Taiyo Pacific Partners 2012 - Present
Swan Capital Management 2011 - 2012
Mountain Pacific Group 2009 - 2010
Geode Capital Management 2005 - 2008
Metropolitan West Asset Management 2001 - 2005
PIMCO 1998 - 2001
Fidelity Investments 1995 - 1998
Credit Suisse First Boston 1992 - 1995
Skills
Fixed Income, Equities, Emerging Markets, Commodity, Portfolio Management, Mutual Funds, Investments, Asset Managment, Alternative Investments, Trading, Financial Analysis, Hedge Funds, Asset Allocation, New Business Development, Due Diligence
Education
Cornell University 1979 — 1981
BS, Electrical Engineering
Ithaca College 1976 — 1979
BA, Physics
Bryant University 1984 — 1986
Master of Business Administration (MBA)
LASHON MATHIS's PIMCO Experience April 2011 - July 2014
Job OSJ Supervisor/Office Manager at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc. August 2014 - Present
PIMCO April 2011 - July 2014
JP Morgan Chase, formerly WaMu Investments, Inc January 2001 - January 2009
Wamu Investments, Inc. January 2001 - January 2003
Citistreet, Inc. a division of Citigroup January 1999 - January 2000
Skills
Training, Financial Risk, Finance, Investments, Team Leadership, Business Process..., Securities, Insurance, Risk Management, Strategic Financial..., Financial Services, Mutual Funds, Leadership, Portfolio Management, Analysis, Process Improvement, FINRA, Series 63, Trading, Series 7, Wealth Management, Asset Management
Education
California State University-Long Beach - College of Business Administration 1995 — 1998
BA, Business Adminsitration, Finance
Golden West College
Certificate, Accounting
California State University of Long Beach
Bachelor of Science, Business Administration, Finance Concentration
Voya Financial Advisors, Inc. August 2014 - Present
PIMCO April 2011 - July 2014
JP Morgan Chase, formerly WaMu Investments, Inc January 2001 - January 2009
Wamu Investments, Inc. January 2001 - January 2003
Citistreet, Inc. a division of Citigroup January 1999 - January 2000
Skills
Training, Financial Risk, Finance, Investments, Team Leadership, Business Process..., Securities, Insurance, Risk Management, Strategic Financial..., Financial Services, Mutual Funds, Leadership, Portfolio Management, Analysis, Process Improvement, FINRA, Series 63, Trading, Series 7, Wealth Management, Asset Management
Education
California State University-Long Beach - College of Business Administration 1995 — 1998
BA, Business Adminsitration, Finance
Golden West College
Certificate, Accounting
California State University of Long Beach
Bachelor of Science, Business Administration, Finance Concentration
Bruce Brittain's PIMCO Experience January 2002 - Present
Job EVP at PIMCO
Industry Financial Services
Experience
PIMCO January 2002 - Present
Lyster Watson & Company 1998 - 2002
WEB Capital Advisors/Quadrangle Investments 1996 - 2002
Lehman Brothers 1994 - 1996
Swiss Bank Corporation 1991 - 1994
Salomon Brothers 1980 - 1991
Bank for International Settlements September 1977 - December 1980
Education
The University of Chicago 1970 — 1975
PhD, Economics
The London School of Economics and Political Science (LSE) 1969 — 1970
MSc, Economics
Carleton University
BA, Economics & Political Science
PIMCO January 2002 - Present
Lyster Watson & Company 1998 - 2002
WEB Capital Advisors/Quadrangle Investments 1996 - 2002
Lehman Brothers 1994 - 1996
Swiss Bank Corporation 1991 - 1994
Salomon Brothers 1980 - 1991
Bank for International Settlements September 1977 - December 1980
Education
The University of Chicago 1970 — 1975
PhD, Economics
The London School of Economics and Political Science (LSE) 1969 — 1970
MSc, Economics
Carleton University
BA, Economics & Political Science
Jooyoung Sung's PIMCO Experience November 2013 - January 2015
Job Senior Software Developer at loanDepot LLC
Industry Computer Software
Experience
loanDepot LLC February 2015 - Present
PIMCO November 2013 - January 2015
CareFusion July 2013 - October 2013
Phoenix Energy Technologies February 2011 - June 2013
Abraxas Medical Solutions January 2008 - February 2011
JNC Solutions, Inc. 2000 - 2007
Skills
SQL, C#, ASP.NET MVC, ASP.NET, WCF, .NET, Visual Studio, Microsoft SQL Server, XML, Agile Methodologies, Web Development, JavaScript, Web Services, WinForms, VB.NET, Big Data, T-SQL, Scrum, Java, SSRS, Entity Framework, Silverlight, LINQ, Software Development, TFS, AJAX, HTML, CSS, JSON, jQuery, Enterprise Architecture, Object Oriented Design, Design Patterns, IIS, Web Applications, MVC, Database Design, Test Driven Development, Software Design, WPF, HTML 5, MSMQ, Unit Testing, OOP, ASP.NET AJAX, SOA, UML, Continuous Integration, Application Architecture
Education
University of California, Irvine 1996 — 1999
Bachelors, Biology
California State University-Long Beach
MS, Computer Engineering Computer Science
loanDepot LLC February 2015 - Present
PIMCO November 2013 - January 2015
CareFusion July 2013 - October 2013
Phoenix Energy Technologies February 2011 - June 2013
Abraxas Medical Solutions January 2008 - February 2011
JNC Solutions, Inc. 2000 - 2007
Skills
SQL, C#, ASP.NET MVC, ASP.NET, WCF, .NET, Visual Studio, Microsoft SQL Server, XML, Agile Methodologies, Web Development, JavaScript, Web Services, WinForms, VB.NET, Big Data, T-SQL, Scrum, Java, SSRS, Entity Framework, Silverlight, LINQ, Software Development, TFS, AJAX, HTML, CSS, JSON, jQuery, Enterprise Architecture, Object Oriented Design, Design Patterns, IIS, Web Applications, MVC, Database Design, Test Driven Development, Software Design, WPF, HTML 5, MSMQ, Unit Testing, OOP, ASP.NET AJAX, SOA, UML, Continuous Integration, Application Architecture
Education
University of California, Irvine 1996 — 1999
Bachelors, Biology
California State University-Long Beach
MS, Computer Engineering Computer Science
Robin Fremont's PIMCO Experience January 2011 - Present
Job Fulfillment, Warehousing, Printing and Premiums at PIMCO
Industry Financial Services
Experience
PIMCO January 2011 - Present
UBS Wealth Management 2007 - 2011
Random House 2005 - 2006
Phoenix Color 2002 - 2004
RR Donnelley 1996 - 2002
Skills
Marketing Communications, Sales, Equities, Fixed Income, Marketing, Asset Management, Financial Services, Alternative Investments, Mutual Funds, Marketing Strategy, Hedge Funds, Strategic Planning, Direct Marketing, Integrated Marketing
Education
California State University-Sacramento
BA, Journalism, Graphic Design
PIMCO January 2011 - Present
UBS Wealth Management 2007 - 2011
Random House 2005 - 2006
Phoenix Color 2002 - 2004
RR Donnelley 1996 - 2002
Skills
Marketing Communications, Sales, Equities, Fixed Income, Marketing, Asset Management, Financial Services, Alternative Investments, Mutual Funds, Marketing Strategy, Hedge Funds, Strategic Planning, Direct Marketing, Integrated Marketing
Education
California State University-Sacramento
BA, Journalism, Graphic Design
David Dorff, CFA's PIMCO Experience Principal EngineerMAI Basic FourApril 1990 - February 1993
Job SVP, Portfolio Mgmt. Technology
Industry Investment Management
Experience
PIMCO Principal EngineerMAI Basic FourApril 1990 - February 1993
Education
Carnegie Mellon University 1975 — 1979
B.S., Applied Math, Computer Science
PIMCO Principal EngineerMAI Basic FourApril 1990 - February 1993
Education
Carnegie Mellon University 1975 — 1979
B.S., Applied Math, Computer Science
Shuang Frick's PIMCO Experience June 2006 - Present
Job Project Manager at PIMCO
Industry Investment Management
Experience
PIMCO June 2006 - Present
Encore Credit Corp 2003 - June 2006
SunGard 2000 - 2005
Skills
Asset Management, Fixed Income, Databases, Business Analysis, SDLC, Equities, Bloomberg, Process Improvement, Agile Methodologies, Microsoft SQL Server, SQL, Software Project..., Project Management, Business Process...
Education
California State University-Fullerton 1996 — 2000
Master's Degree, Management Information Systems, General
PIMCO June 2006 - Present
Encore Credit Corp 2003 - June 2006
SunGard 2000 - 2005
Skills
Asset Management, Fixed Income, Databases, Business Analysis, SDLC, Equities, Bloomberg, Process Improvement, Agile Methodologies, Microsoft SQL Server, SQL, Software Project..., Project Management, Business Process...
Education
California State University-Fullerton 1996 — 2000
Master's Degree, Management Information Systems, General
Larry Espinoza's PIMCO Experience 2010 - 2011
Job Derivative Settlements Specialist
Industry Investment Management
Experience
Western Asset Management October 2011 - Present
PIMCO 2010 - 2011
Hyundai Motors America September 2010 - December 2010
Aegis Asset Management January 2006 - September 2009
Skills
Bloomberg, Fixed Income, Financial Analysis, Asset Management, Equities, Derivatives, Portfolio Management, Securities, Bonds, Investments, Asset Allocation, Alternative Investments, Options, Trading, FX, Excel, Compliance, VBA
Education
California State University-Fullerton 2003 — 2005
Bachelor of Arts in Business Administration, Finance
Western Asset Management October 2011 - Present
PIMCO 2010 - 2011
Hyundai Motors America September 2010 - December 2010
Aegis Asset Management January 2006 - September 2009
Skills
Bloomberg, Fixed Income, Financial Analysis, Asset Management, Equities, Derivatives, Portfolio Management, Securities, Bonds, Investments, Asset Allocation, Alternative Investments, Options, Trading, FX, Excel, Compliance, VBA
Education
California State University-Fullerton 2003 — 2005
Bachelor of Arts in Business Administration, Finance
Eric Bartlett's PIMCO Experience July 2006 - June 2008
Job Senior VP at Green Planet Ventures Inc.
Industry Financial Services
Experience
Green Planet Ventures January 2009 - Present
PIMCO July 2006 - June 2008
State Street August 2004 - June 2006
State Street March 2003 - July 2004
Metropolitan West Asset Management March 2002 - October 2002
State Street March 2001 - February 2002
Education
California State University-Long Beach - College of Business Administration 1998 — 2000
BS, Finance
Green Planet Ventures January 2009 - Present
PIMCO July 2006 - June 2008
State Street August 2004 - June 2006
State Street March 2003 - July 2004
Metropolitan West Asset Management March 2002 - October 2002
State Street March 2001 - February 2002
Education
California State University-Long Beach - College of Business Administration 1998 — 2000
BS, Finance
Heidi Seyfried's PIMCO Experience March 1995 - July 2000
Job Vice President, Reconciliation Platform Management at State Street
Industry Financial Services
Experience
State Street August 2004 - Present
State Street August 2000 - January 2005
PIMCO March 1995 - July 2000
Skills
Middle Office, Fixed Income, Equities, Securities, Derivatives, Corporate Actions, Fund Accounting, Back Office, Securities Lending, Mutual Funds, Bloomberg, FX Options, Settlement, Asset Managment, Bonds, Collateral Management, Financial Services, Alternative Investments
Education
California State University-Fullerton
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
State Street August 2004 - Present
State Street August 2000 - January 2005
PIMCO March 1995 - July 2000
Skills
Middle Office, Fixed Income, Equities, Securities, Derivatives, Corporate Actions, Fund Accounting, Back Office, Securities Lending, Mutual Funds, Bloomberg, FX Options, Settlement, Asset Managment, Bonds, Collateral Management, Financial Services, Alternative Investments
Education
California State University-Fullerton
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
Man Huynh's PIMCO Experience 2006 - 2007
Job Instructor, Department of English at Pasadena City College
Industry Writing and Editing
Experience
Pasadena City College 2012 - Present
Becker Professional Review 2009 - 2011
Saddleback College 2005 - 2008
Orange Coast College 2004 - 2008
PIMCO 2006 - 2007
Golden West College 2004 - 2004
California State University, Long Beach 2002 - 2004
Floratos, Loll & Devine 1997 - 2003
Skills
English, Teaching, Public Speaking, Research
Education
California State University-Long Beach 2002 — 2004
M.A., English
California State University-Long Beach
B.A. (Magna Cum Laude), English
Pasadena City College 2012 - Present
Becker Professional Review 2009 - 2011
Saddleback College 2005 - 2008
Orange Coast College 2004 - 2008
PIMCO 2006 - 2007
Golden West College 2004 - 2004
California State University, Long Beach 2002 - 2004
Floratos, Loll & Devine 1997 - 2003
Skills
English, Teaching, Public Speaking, Research
Education
California State University-Long Beach 2002 — 2004
M.A., English
California State University-Long Beach
B.A. (Magna Cum Laude), English
Christine Telish's PIMCO Experience May 1994 - July 2012
Job Vice President Investments, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. July 2012 - Present
PIMCO May 1994 - July 2012
Education
Cal Poly Pomona
BA, Finance
University of California, Irvine
MBA
UBS Financial Services, Inc. July 2012 - Present
PIMCO May 1994 - July 2012
Education
Cal Poly Pomona
BA, Finance
University of California, Irvine
MBA
David Zhou, CFA's PIMCO Experience January 2008 - Present
Job Portfolio Analyst at PIMCO
Industry Investment Management
Experience
PIMCO January 2008 - Present
Merrill Lynch May 2007 - July 2007
California State University, Fullerton - Titan Computer Lab May 2005 - August 2006
Skills
Portfolio Management, Portfolio Risk, Business Intelligence, Fixed Income Portfolio..., Interest Rate..., Automation, Databases, Leveraged Finance, Maintaining Strong..., Valuation, Derivatives, Risk Management, Equities
Education
University of Arizona, Eller College of Management 2006 — 2007
Master of Science, Finance; Fixed Income
California State University-Fullerton 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
PIMCO January 2008 - Present
Merrill Lynch May 2007 - July 2007
California State University, Fullerton - Titan Computer Lab May 2005 - August 2006
Skills
Portfolio Management, Portfolio Risk, Business Intelligence, Fixed Income Portfolio..., Interest Rate..., Automation, Databases, Leveraged Finance, Maintaining Strong..., Valuation, Derivatives, Risk Management, Equities
Education
University of Arizona, Eller College of Management 2006 — 2007
Master of Science, Finance; Fixed Income
California State University-Fullerton 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Mark Bosley's PIMCO Experience June 2011 - Present
Job Consultant
Industry Computer Software
Experience
Pimco June 2011 - Present
Brikeda February 2011 - Present
Fox Sports June 2010 - April 2011
DRI Management Systems, Inc September 2008 - June 2010
Neudesic March 2006 - September 2008
Skills
Silverlight, XAML, XML, C#, WCF, Azure, ASP.NET
Education
California State University-Fullerton 1992 — 1995
BSEE, Electrical Engineering
Pimco June 2011 - Present
Brikeda February 2011 - Present
Fox Sports June 2010 - April 2011
DRI Management Systems, Inc September 2008 - June 2010
Neudesic March 2006 - September 2008
Skills
Silverlight, XAML, XML, C#, WCF, Azure, ASP.NET
Education
California State University-Fullerton 1992 — 1995
BSEE, Electrical Engineering
Anastasiya Kholev Mukhin's PIMCO Experience September 2010 - Present
Job Software Developer at PIMCO
Industry Computer Software
Experience
PIMCO September 2010 - Present
Bickerstaff Academic Center, California State University Long Beach January 2008 - January 2010
PIMCO June 2008 - September 2008
California State University Long Beach January 2008 - February 2008
Skills
C++, SQL, Unix Shell Scripting, Distributed Systems, VBA, Programming, Testing, Perl, Python, Unix, Shell Scripting, Databases, Subversion, XML, Java, Software Development, Management
Education
California State University-Long Beach 2006 — 2010
Bachelor of Science (B.S.), Computer Sciences, Summa Cum Laude ,GPA: Major - 4.0 overall - 3.97
PIMCO September 2010 - Present
Bickerstaff Academic Center, California State University Long Beach January 2008 - January 2010
PIMCO June 2008 - September 2008
California State University Long Beach January 2008 - February 2008
Skills
C++, SQL, Unix Shell Scripting, Distributed Systems, VBA, Programming, Testing, Perl, Python, Unix, Shell Scripting, Databases, Subversion, XML, Java, Software Development, Management
Education
California State University-Long Beach 2006 — 2010
Bachelor of Science (B.S.), Computer Sciences, Summa Cum Laude ,GPA: Major - 4.0 overall - 3.97
Jackie Loudin's PIMCO Experience June 1994 - August 1999
Job Vice President, Operations at Ohio Travel Bag Mfg Co, Inc
Industry Wholesale
Experience
Ohio Travel Bag Mfg Co, Inc September 1999 - Present
PIMCO June 1994 - August 1999
Skills
Operations Management, Sales Management, Cross-functional Team..., Logistics, Process Improvement, Distribution Center..., Management, Leadership, Account Management
Education
California State University-Dominguez Hills 1990 — 1993
BS, Business, Finance
Ohio Travel Bag Mfg Co, Inc September 1999 - Present
PIMCO June 1994 - August 1999
Skills
Operations Management, Sales Management, Cross-functional Team..., Logistics, Process Improvement, Distribution Center..., Management, Leadership, Account Management
Education
California State University-Dominguez Hills 1990 — 1993
BS, Business, Finance
Christy Schaible, CPA's PIMCO Experience 2002 - 2005
Job Currently taking a professional hiatus to care for my family
Industry Financial Services
Experience
Pacific Life November 2012 - January 2014
Ernst & Young September 2009 - November 2012
Grant Thornton 2005 - 2006
PIMCO 2002 - 2005
Warren Resources, Inc. 2000 - 2002
Skills
Financial Accounting, External Audit
Education
California State University-Fullerton 2006 — 2009
BA - Business Administration, Accounting
Pacific Life November 2012 - January 2014
Ernst & Young September 2009 - November 2012
Grant Thornton 2005 - 2006
PIMCO 2002 - 2005
Warren Resources, Inc. 2000 - 2002
Skills
Financial Accounting, External Audit
Education
California State University-Fullerton 2006 — 2009
BA - Business Administration, Accounting
Nedal Alqam, CFA's PIMCO Experience January 2015 - Present
Job Account Manager at PIMCO
Industry Investment Management
Experience
PIMCO January 2015 - Present
PIMCO January 2013 - December 2014
PIMCO January 2012 - December 2012
PIMCO January 2010 - December 2011
PIMCO October 2008 - December 2009
KPMG US June 2007 - September 2008
Skills
Investment Management, Financial Analysis, Bloomberg, Multitasking Skills, Investment Properties, Real Estate, Client Relations Skills, Multilingual, Entrepreneurship, Global Experience, Thinking Outside The Box, Analysis, Asset Management, Due Diligence, Fixed Income, Equities
Education
UCLA Anderson School of Management
Master of Business Administration (MBA), Finance
California State University-Fullerton 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General, Graduated Honors: Cum Laude
PIMCO January 2015 - Present
PIMCO January 2013 - December 2014
PIMCO January 2012 - December 2012
PIMCO January 2010 - December 2011
PIMCO October 2008 - December 2009
KPMG US June 2007 - September 2008
Skills
Investment Management, Financial Analysis, Bloomberg, Multitasking Skills, Investment Properties, Real Estate, Client Relations Skills, Multilingual, Entrepreneurship, Global Experience, Thinking Outside The Box, Analysis, Asset Management, Due Diligence, Fixed Income, Equities
Education
UCLA Anderson School of Management
Master of Business Administration (MBA), Finance
California State University-Fullerton 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General, Graduated Honors: Cum Laude
Lori Lundstrom's PIMCO Experience 1994 - 2000
Job Office Manager, Oil and Gas Operations
Industry Oil & Energy
Experience
Bob Ferguson - Independent April 2011 - Present
State Street Investment Manager Solutions 1994 - March 2011
PIMCO 1994 - 2000
Shearson Lehman Mortgage 1989 - 1993
Skills
Microsoft Excel, Business Analysis, Process Improvement, Client Relations Skills, Presentation Development, Financial Accounting, Green Belt, Executive Reporting
Education
California State University-Fullerton 1983 — 1988
BA, Communication
Bob Ferguson - Independent April 2011 - Present
State Street Investment Manager Solutions 1994 - March 2011
PIMCO 1994 - 2000
Shearson Lehman Mortgage 1989 - 1993
Skills
Microsoft Excel, Business Analysis, Process Improvement, Client Relations Skills, Presentation Development, Financial Accounting, Green Belt, Executive Reporting
Education
California State University-Fullerton 1983 — 1988
BA, Communication
Dio Brache's PIMCO Experience June 1996 - August 2000
Job Business Services Consultant at Los Angeles County Office of Education
Industry Education Management
Experience
Los Angeles County Office of Education July 2007 - Present
Affiliated Computer Services December 2000 - July 2007
PIMCO June 1996 - August 2000
Education
California State University-Long Beach 2012 — 2014
Master of Public Administration (MPA), Finance and Financial Management Services
Los Angeles County Office of Education July 2007 - Present
Affiliated Computer Services December 2000 - July 2007
PIMCO June 1996 - August 2000
Education
California State University-Long Beach 2012 — 2014
Master of Public Administration (MPA), Finance and Financial Management Services
Emily Gioino's PIMCO Experience July 2014 - Present
Job PIMCO
Industry Financial Services
Experience
PIMCO July 2014 - Present
Revenue Enhancement Group August 2012 - Present
Culver Capital Group November 2011 - August 2012
Velur Enterprises January 2004 - November 2011
Skills
Direct Assessment Review, Quantitative Research, Change Management, PowerPoint, Tax Accounting, Microsoft Office, Customer Service, Team Building, Performance Management, Talent Acquisition, Excel, Tax Law, Employee Relations, Hiring, Operations Management, Sales Management, Sales Operations, Technology Needs..., Microsoft Excel, Investments, Training
Education
California State University-Fullerton 2007 — 2010
Business Management/Finance
Loara High School
PIMCO July 2014 - Present
Revenue Enhancement Group August 2012 - Present
Culver Capital Group November 2011 - August 2012
Velur Enterprises January 2004 - November 2011
Skills
Direct Assessment Review, Quantitative Research, Change Management, PowerPoint, Tax Accounting, Microsoft Office, Customer Service, Team Building, Performance Management, Talent Acquisition, Excel, Tax Law, Employee Relations, Hiring, Operations Management, Sales Management, Sales Operations, Technology Needs..., Microsoft Excel, Investments, Training
Education
California State University-Fullerton 2007 — 2010
Business Management/Finance
Loara High School
Linda Christoffersen's PIMCO Experience March 1992 - June 2000
Job Currently, a retired Business Analyst pursuing new opportunity
Industry Financial Services
Experience
State Street Bank June 2000 - May 2011
State Street IMS 1992 - 2011
State Street IMS 1992 - 2011
State Street IMS 1992 - 2011
PIMCO March 1992 - June 2000
Skills
Equities, Financial Modeling, Derivatives, Bloomberg, Fixed Income
Education
Chapman University 2000 — 2002
Executive Master, Business Administration
CSUN 1985 — 1991
B.S., Statistics Mathematics
State Street Bank June 2000 - May 2011
State Street IMS 1992 - 2011
State Street IMS 1992 - 2011
State Street IMS 1992 - 2011
PIMCO March 1992 - June 2000
Skills
Equities, Financial Modeling, Derivatives, Bloomberg, Fixed Income
Education
Chapman University 2000 — 2002
Executive Master, Business Administration
CSUN 1985 — 1991
B.S., Statistics Mathematics
Matt Dorsten's PIMCO Experience January 2010 - Present
Job Senior Vice President, Portfolio Manager at PIMCO
Industry Investment Management
Experience
PIMCO January 2010 - Present
PIMCO April 2006 - December 2009
Education
California Institute of Technology 2000 — 2006
PhD, Physics
The Ohio State University 1996 — 2000
BS, Physics and Mathematics
PIMCO January 2010 - Present
PIMCO April 2006 - December 2009
Education
California Institute of Technology 2000 — 2006
PhD, Physics
The Ohio State University 1996 — 2000
BS, Physics and Mathematics
Dean C. Vu's PIMCO Experience January 1995 - December 1998
Job 10+ years of experience as a .NET Software Engineer.
Industry Computer Software
Experience
CardFlex®, Inc. May 2013 - September 2014
Buy.com September 2001 - November 2012
Buy.com October 1999 - September 2001
Pacific Investment Management Company (PIMCO) January 1999 - October 1999
PIMCO January 1995 - December 1998
Pacific Life - MET Small Business Health Insurance Division December 1993 - January 1995
Pacific Life - Group Business Health Insurance Division July 1991 - December 1993
Skills
Microsoft SQL Server, T-SQL, C#, ASP.NET, Web Services, XML, Visual Studio, JavaScript, Windows Services, Visual Basic 6.0, LINQ, VBScript, HTML, CSS, WCF, MS SQL Server..., IIS, Microsoft Visual Studio..., Visual Source Safe, Microsoft Enterprise..., MS Access, Web Farm, Windows Server..., Team Foundation Server, Microsoft Share Point, Computer Management..., Contivo, EDI, RosettaNet, Entity Framework
Education
California State University-Long Beach 1992 — 1995
Bachelor of Science (B.S.), Financial Management, 3.4
California State University-Fullerton 1988 — 1991
Financial Management
CardFlex®, Inc. May 2013 - September 2014
Buy.com September 2001 - November 2012
Buy.com October 1999 - September 2001
Pacific Investment Management Company (PIMCO) January 1999 - October 1999
PIMCO January 1995 - December 1998
Pacific Life - MET Small Business Health Insurance Division December 1993 - January 1995
Pacific Life - Group Business Health Insurance Division July 1991 - December 1993
Skills
Microsoft SQL Server, T-SQL, C#, ASP.NET, Web Services, XML, Visual Studio, JavaScript, Windows Services, Visual Basic 6.0, LINQ, VBScript, HTML, CSS, WCF, MS SQL Server..., IIS, Microsoft Visual Studio..., Visual Source Safe, Microsoft Enterprise..., MS Access, Web Farm, Windows Server..., Team Foundation Server, Microsoft Share Point, Computer Management..., Contivo, EDI, RosettaNet, Entity Framework
Education
California State University-Long Beach 1992 — 1995
Bachelor of Science (B.S.), Financial Management, 3.4
California State University-Fullerton 1988 — 1991
Financial Management
Lenka Khou's PIMCO Experience 1999 - 2000
Job Vice President, Portfolio Operations at State Street
Industry Financial Services
Experience
State Street 2006 - Present
State Street 2003 - 2006
State Street 2000 - 2002
PIMCO 1999 - 2000
Ingram Micro 1998 - 1999
Colgate Palmolive 1994 - 1995
Kraft Jacobs Suchard 1993 - 1994
Skills
Business Process, Team Leadership, Strategic Planning, Internal/External..., Project Management, Investment Operations, Offshore Outsourcing, Analysis, Accounting, Data Reconciliation, Securities, Fixed Income, Derivatives, Futures, Options, CCP
Education
California State University-Long Beach
Bachelor of Science (B.S.), Business Administration (Finance)
State Street 2006 - Present
State Street 2003 - 2006
State Street 2000 - 2002
PIMCO 1999 - 2000
Ingram Micro 1998 - 1999
Colgate Palmolive 1994 - 1995
Kraft Jacobs Suchard 1993 - 1994
Skills
Business Process, Team Leadership, Strategic Planning, Internal/External..., Project Management, Investment Operations, Offshore Outsourcing, Analysis, Accounting, Data Reconciliation, Securities, Fixed Income, Derivatives, Futures, Options, CCP
Education
California State University-Long Beach
Bachelor of Science (B.S.), Business Administration (Finance)
Bryan Filkey's PIMCO Experience May 2007 - December 2008
Job VP Capital Markets
Industry Real Estate
Experience
Impac Mortgage Corp. August 2015 - Present
Sun West Mortgage Company July 2012 - August 2015
Credit Suisse October 2009 - June 2011
Capital One December 2008 - October 2009
PIMCO May 2007 - December 2008
Skills
Agency MBS and whole..., Fixed Income, Bloomberg, Capital Markets, Structured Products, Bonds, MBS, Trading, Asset Managment, Hedging, Portfolio Management, Investments, Securities, Investment Management, Residential Mortgages, Securitization, Relative Value
Education
Cal State Fullerton 2005 — 2007
Bachelor's degree, Finance and Financial Management Services
Impac Mortgage Corp. August 2015 - Present
Sun West Mortgage Company July 2012 - August 2015
Credit Suisse October 2009 - June 2011
Capital One December 2008 - October 2009
PIMCO May 2007 - December 2008
Skills
Agency MBS and whole..., Fixed Income, Bloomberg, Capital Markets, Structured Products, Bonds, MBS, Trading, Asset Managment, Hedging, Portfolio Management, Investments, Securities, Investment Management, Residential Mortgages, Securitization, Relative Value
Education
Cal State Fullerton 2005 — 2007
Bachelor's degree, Finance and Financial Management Services
Catherine Sutherland's PIMCO Experience April 2011 - Present
Job Regulatory Document Associate at PIMCO
Industry Investment Management
Experience
PIMCO April 2011 - Present
Bowne June 1997 - April 2011
Skills
Asset Management, Adobe Acrobat, Strategic Planning, Leadership, Mac, Microsoft Word, Access, PowerPoint, Marketing, Finance, Risk Management, Visio, Marketing Communications, Software Documentation, Microsoft Office, Microsoft Excel, Management, MS Project, Email Marketing, Advertising, Account Management, InDesign, Customer Service, Project Coordination, Strategy, Research, Social Media, Outlook, Program Management, Project Management, Portfolio Management, Analysis, Data Analysis, Client Services, User Experience, Dreamweaver, Process Improvement, Direct Mail, Financial Services, Vendor Management, SharePoint
Education
California Polytechnic State University-San Luis Obispo 1992 — 1997
Bachelor of Science (BS), Graphic Communications
PIMCO April 2011 - Present
Bowne June 1997 - April 2011
Skills
Asset Management, Adobe Acrobat, Strategic Planning, Leadership, Mac, Microsoft Word, Access, PowerPoint, Marketing, Finance, Risk Management, Visio, Marketing Communications, Software Documentation, Microsoft Office, Microsoft Excel, Management, MS Project, Email Marketing, Advertising, Account Management, InDesign, Customer Service, Project Coordination, Strategy, Research, Social Media, Outlook, Program Management, Project Management, Portfolio Management, Analysis, Data Analysis, Client Services, User Experience, Dreamweaver, Process Improvement, Direct Mail, Financial Services, Vendor Management, SharePoint
Education
California Polytechnic State University-San Luis Obispo 1992 — 1997
Bachelor of Science (BS), Graphic Communications
First National Bank of Omaha
CIB Bank
Roth Capital Partners
Davis + Henderson
Pivotal Payments
Centerview Partners
Kotak Mahindra Bank
Security Bank