PIMCO Company
Industry: Private banking company
DescriptionPacific Investment Management Company, LLC is an American investment management firm focusing on fixed income and headquartered in Newport Beach, California, with 2,300 employees working in 14 offices across 11 countries, and $1.77 trillion in assets under management as of 31 March 2018. Assets under management: 1.77 trillion USD (31 March 2018) CEO: Emmanuel Roman (1 Nov 2016–) Headquarters: Newport Beach, California, United States Parent organization: Allianz SE Founded: 1971, Newport Beach, California, United States Founders: Bill H. Gross, Jim Muzzy, Bill Podlich
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PIMCO Employees
PIMCO January 2013 - Present
Alpha Strategies Investment Consulting June 2012 - August 2012
Hermes Capital Advisors February 2012 - April 2012
Solar Turbines Inc., Oil & Gas Business Management August 2010 - August 2011
UC San Diego September 2008 - March 2010
NOWUM-Energy Institute April 2007 - August 2008
Skills
Matlab, VBA, SQL, Quality Assurance, Cash Management, Equity Research, Fixed Income, Credit Analysis, Investment Banking, Asset Management, Risk Management, Optimization, Financial Engineering, Derivatives, Algorithms, Analysis, Six Sigma, R, Microsoft Excel, Quantitative Analytics
Education
Columbia University in the City of New York 2011 — 2012
Master of Science (MSc), MS in Operations Research and Financial Engineering, Financial and Managerial Applications
UC San Diego 2008 — 2010
Master of Science (MSc), Mechanical Engineering, Computational Methods
Aachen University Cooperation with Sharif University of Technology 2003 — 2007
B.Eng, Mechanical Engineering
Dana Innovations December 2014 - Present
L&L Productions June 2012 - Present
Various Production Companies August 2007 - Present
Caledonian School January 2014 - May 2014
PIMCO June 2013 - October 2013
GrandAri Inc. January 2012 - April 2012
KM Productions - VMA nominated production company August 2011 - 2012
Corey Helford Gallery 2011 - 2012
Friends of Friends Music Network August 2010 - December 2010
McMonigle Group, Law Offices of Cottle and Keen, & Lincoln Property Company 2003 - 2010
Skills
Sound Design, Video Editing, Image Editing, Digital Photography, Adobe Creative Suite, Microsoft Office, Avid Media Composer, Pro Tools, Photoshop, Ableton Live, Television, Video Production, Post Production, Audio Engineering, Foley Artist, Foley, Music Production, Vocalist, ADR recording, Administrative..., Communication Skills, Customer Service, Photography, Music
Education
Chapman University 2007 — 2010
BFA, Television and Broadcast Journalism
Mission Viejo High School 2003 — 2007
High School
Anfield Capital Management, LLC January 2012 - Present
PIMCO 1998 - 2010
Moody's Investors Service 1992 - 1998
Education
Columbia University - Columbia Business School
MBA
University of Pennsylvania - The Wharton School
BSEcon, Finance
Lycee Stendhal, Milan, Italy
Newmark Grubb Knight Frank March 2015 - Present
Spoon & Skillet May 2014 - March 2015
BakerCorp June 2014 - January 2015
PIMCO 2012 - 2014
Capital Group September 2011 - July 2012
Capital Group June 2010 - July 2012
Capital Group 2007 - 2010
Skills
Mutual Funds, Financial Analysis, Project Management, Training, Operations Management, Business Continuity, Financial Services, Leadership
Education
Colgate University 2002 — 2006
Bachelor of Arts (B.A.), Art and Art History
Deutsche Bank October 2014 - Present
LPL Financial September 2013 - August 2014
PIMCO August 2012 - September 2013
Vanguard September 2009 - November 2011
Vanguard July 2006 - September 2009
Skills
Financial Services, Policy, Compliance, Banking, Private Equity, Hedge Funds, ETFs, Risk Management, Investment Management, Legal Writing, SEC, Institutional...
Education
University of Pennsylvania 2004 — 2009
MSOD, Masters in Organizational Dynamics
Chestnut Hill College 1991 — 1995
Bachelor of Science, Political Science
PIMCO June 2006 - Present
Skills
Fixed Income, Equities, Bloomberg, Alternative Investments, Series 7, Asset Management, Capital Markets, Investments, Derivatives, Series 63, Mutual Funds, Business Development, Project Management, Project Planning, Business Process..., Knowledge Management, Onboarding, Investment Strategies, Bonds, Investment Management
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
University of California, Irvine 2001 — 2005
Bachelor of Arts (B.A.), Economics, Humanities & Law
Compak Asset Management June 2012 - Present
UCLA Anderson School of Management September 2010 - June 2012
Compak Asset Management July 2007 - July 2010
PIMCO August 2006 - May 2007
William O'Neil + Co. March 2006 - August 2006
Skills
Trading, Investments, Portfolio Management, Investment Banking, Financial Services, Finance, Asset Management, Valuation, Investment Management, Financial Modeling
Education
UCLA Anderson School of Management 2010 — 2012
MBA, Finance
University of California, Berkeley 2001 — 2005
Bachlors, Business Administration
China Europe International Business School (CEIBS)
PIMCO October 2014 - Present
City Loan March 2014 - October 2014
Citi January 2013 - March 2014
Knobbe Martens Olson & Bear LLP August 2012 - December 2012
Citi October 2006 - May 2009
Skills
Data Analysis, Financial Analysis, Financial Modeling, Microsoft Excel, Data Warehousing, Reporting & Analysis, QA/Data Validation..., MS Excel Pivot Tables, Microsoft SQL Server, MySQL, Oral & Written..., Financial Reporting, Crystal Reports, Analysis, Civil Litigation, Analytics, Business Analysis, Management, Strategic Planning, Team Building, Microsoft Office, Project Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2014
Master of Business Administration (M.B.A.), Digital Innovation and Information Systems
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
BSM, Business and Management, 3.53
Coastline Community College 2009 — 2010
Associate of Science (A.S.), Paralegal Studies, 3.75
Rudolph Coaching LLC January 2013 - Present
PIMCO June 2006 - January 2013
ING U.S. Investment Management September 2000 - October 2005
Deloitte and Touche January 1998 - October 1999
HBR Consulting July 1997 - January 1998
Wellman January 1996 - May 1997
Skills
Talent Management, Acquisition Integration, Compensation & Benefit, Performance Management, Expatriate Management, Organizational..., international human..., Global Immigration, Leadership Coaching, Leadership Development, Change Management, Management Consulting, Leadership, Business Planning, Organizational Design, Succession Planning, Coaching, Employee Engagement, Executive Coaching, Personnel Management, Workforce Planning, Organizational..., Employee Training, Deferred Compensation, Human Resources
Education
Columbia University in the City of New York 2013 — 2013
Executive Coaching Certification
Northwestern University 1986 — 1990
Industrial Psychology
HIG Capital LLC August 2015 - Present
Capital Group June 2014 - September 2014
PIMCO May 2011 - August 2013
NERA Economic Consulting June 2008 - April 2011
Lehman Brothers 2007 - 2007
Skills
Valuation, Credit Analysis, Financial Projection, Leveraged Buyouts, Financial Modeling, Finance, Portfolio Management, Fixed Income, Mutual Funds, Analysis, Economics, Financial Analysis, Hedge Funds, Bloomberg, Investment Banking, Data Analysis, Capital Markets
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2004 — 2008
Bachelor of Science (BS), Economics and Finance
Columbia University in the City of New York 2009 — 2009
N/A, Linear Algebra
Thomas S. Wootton High School 2000 — 2004
PIMCO June 2014 - Present
PIMCO June 2013 - August 2013
Education
Columbia University in the City of New York 2010 — 2014
Latham & Watkins January 2014 - Present
PIMCO August 2006 - December 2013
Orange County Treasurer's Office November 2005 - July 2006
Economic Development Department - City of Brea May 2005 - November 2005
GW surfaces September 2001 - March 2005
Skills
Asset Managment, Portfolio Management, Financial Modeling, Finance, Valuation, Asset Management, Financial Analysis, Investments, Marketing, Bloomberg, Fixed Income, Mutual Funds, Series 7, Asset Allocation, Equities, Due Diligence, Pricing, Hedge Funds, Alternative Investments, Venture Capital, Trading, Investment Strategies, Capital Markets, Private Equity, Derivatives, VBA, FINRA, Economics, Banking, Investment Management, Analysis, Fund Of Funds, Bonds, Financial Risk, ETFs, Securities, Credit, Options, Bloomberg Terminal, Equity Research, Series 63, Financial Markets, Financial Services, Corporate Finance, Fund Administration, Quantitative Analytics, Series 6, Risk Management, Institutional..., High Yield
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2010
MBA, Finance / Economics
San Diego State University-California State University 1997 — 2001
Bachelor of Arts (BA), International Business, Bachelor of Arts
CETYS Universidad 1995 — 2001
Bachelor of Arts (BA), International Business, Bachelor of Arts
PIMCO November 2012 - Present
Chester Hill Capital Management October 2010 - October 2012
Goldman Sachs June 2002 - August 2010
Charles River Associates 1999 - 2001
Skills
Equities, Mutual Funds, Hedge Funds, Valuation, Asset Managment, Value Investing, Investment Banking, Private Equity, Portfolio Management, Alternative Investments, Capital Markets, Fixed Income, Asset Management, Finance, Due Diligence, Investments, Financial Modeling, Financial Analysis, Mergers, Corporate Finance, Emerging Markets, Bloomberg, Equity Research
Education
MIT Sloan School of Management 2001 — 2003
MBA, Financial Management
Tufts University 1998 — 1999
MA, Economics
Colby College 1992 — 1996
Bachelor of Arts, Economics
TripAdvisor June 2014 - Present
37 Angels September 2013 - June 2014
Columbia Business School August 2012 - May 2014
Bloomberg Television March 2011 - May 2014
PIMCO June 2013 - August 2013
Oppenheimer & Co. October 2012 - January 2013
CNBC July 2008 - March 2011
NBCUniversal, Inc. April 2008 - July 2008
Skills
Broadcast Journalism, Broadcast Television, Finance, Financial Reporting, Media Relations, Storytelling, Journalism, Investment Management, Communication, Strategy, Bloomberg, Angel Investing, Venture Capital, Investments, Equities, Entrepreneurship, Financial Modeling, Due Diligence, Social Media, Capital Markets, Portfolio Management
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Finance, General, Dean's Honors
Georgetown University 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Havas Media February 2014 - Present
PIMCO December 2012 - February 2014
Sumitomo Life 2011 - 2012
Houlihan Lawrence 2008 - 2012
Office of Paul Miskovitz M.D. January 2008 - August 2011
Skills
Administrative..., Data Entry, Employee Benefits, Lotus Notes, PowerPoint, Microsoft Office, Spreadsheets, Microsoft Excel, Concur, Calendaring, Calendars, Customer Service, Microsoft Publisher, Telephone Skills, Travel Arrangements, Meeting Scheduling, Administrative..., Sales, HRIS, Employee Benefit Plan..., Microsoft PowerPoint, Expense Reports, Oracle Discoverer, Oracle Application..., Factiva, SAP, Bloomberg Terminal, Office Administration, Spanish, Market Research, eMarketer, Forrester, Mintel, global web index
Education
City University of New York-Hunter College 2006 — 2010
BA, Media Studies
College of Mount Saint Vincent 2005 — 2006
DRW Trading Group July 2014 - January 2015
PIMCO June 2013 - August 2013
Northwestern Mutual June 2012 - September 2012
Stamford Innovation Center May 2012 - August 2012
Fairfield Math Club January 2003 - May 2010
Skills
R, Python, Microsoft Office, Fixed Income, Java, Matlab, Maple, LaTeX, C++, Economics, Start-ups, Needs Analysis
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2014
Bachelor of Science (B.S.), Computational Finance, 3.55 Cumulative QPA (3.80 Major QPA)
Choate Rosemary Hall 2006 — 2010
PIMCO December 2011 - Present
DHL August 2009 - December 2011
Accenture September 2004 - February 2009
The Hartford 2007 - 2008
Accenture October 1999 - September 2007
Skills
Campaigns, CRM, Lead Management, Sales, Pricing, Analytics, Management, Integration, SDLC, Sales Operations, Siebel, Solution Architecture, Strategy, Analysis, Leadership
Education
Columbia University in the City of New York 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rutgers University-New Brunswick 1995 — 1999
BS, MSIS, Chemistry
PIMCO January 2012 - Present
PIMCO January 2011 - December 2011
PIMCO 2008 - 2010
PIMCO 2005 - 2008
Progressive Insurance October 2002 - July 2005
Powers Capital Management 2000 - 2002
Skills
Project Management, Auditing, Trade Operations, Bloomberg, Fixed Income, Financial Modeling, Portfolio Management, Asset Managment, Equities, Valuation, Financial Analysis, Investments, Derivatives, Capital Markets, Risk Management, Hedge Funds, Investment Management, Equity Research, Alternative Investments, Bonds, Forensic Testing, Compliance, Audit Management
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2013
MBA, Management, Finance, Consulting
Chapman University, The George L. Argyros School of Business and Economics 1997 — 2000
BS, Business Finance
Thomas Popa & Associates 2010 - Present
PIMCO 1995 - 2007
Education
Colorado State University
PIMCO August 2014 - Present
Protiviti August 2012 - July 2014
Tata Institute of Fundamental Research July 2009 - June 2011
Intergraph Consulting July 2008 - June 2009
Skills
R, Quantitative Finance, VBA, Quantitative Analytics, SAS, Matlab, Data Mining, Monte Carlo Simulation, Data Analysis, Statistics, C++, Machine Learning, Time Series Analysis, Statistical Modeling, Stochastic Calculus, Algorithms, Financial Modeling, SQL, Derivatives, Bloomberg, Python, Predictive Analytics, Analytics, Statistical Arbitrage..., Term Structure Modeling, Volatility Modeling, Equity Derivative...
Education
Columbia University in the City of New York 2011 — 2012
Master's degree, Financial Engineering, 3.87/4.0
Indian Institute of Technology, Delhi 2004 — 2008
B.Tech, Production and Industrial Engg.
PIMCO December 2014 - Present
Neuberger Berman June 2014 - September 2015
The AXA Equitable Center March 2001 - December 2013
Jack Schwartz Shoes March 1999 - March 2001
Skills
Event Management, Project Management, Venue Management, Corporate Communications, Special Events..., Marketing Management, Project Planning, Advertising, Customer Service, Marketing, Management, Customer Experience, Meeting Planning, Customer Satisfaction, Email Marketing, Outlook, Diversity Program..., Team Building, Fundraising, Research, PowerPoint, Microsoft Excel, Editing, Streamlining Work..., innovative thinking, developing client..., Superior Client Service, Multi-cultural team..., Employee Engagement, New Hire Processes, Best Practices, Executive..., Assisting Executives, Executive Calendar..., Office Administration, General Office Skills, Office Management, Cross Functional Team...
Education
John Jay College of Criminal Justice 2002 — 2004
Forensic Psychology
Toys"R"Us, Inc. September 2015 - Present
Toys R Us June 2014 - September 2015
Toys R Us June 2012 - June 2014
Tory Burch June 2011 - August 2011
PIMCO September 2007 - July 2010
Family Office September 2003 - August 2007
Skills
Series 7, Spanish, Bloomberg, Investment Management, Fixed Income, Valuation, Equities, Financial Modeling, Asset Managment, Investments, Alternative Investments
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Chapman University, The George L. Argyros School of Business and Economics 2000 — 2003
BS, Entrepreneurship, Finance
Torray LLC August 2014 - Present
Hedge Fund November 2013 - August 2014
Jordan Family Office July 2013 - October 2013
FH International September 2012 - February 2013
PIMCO June 2012 - August 2012
US Treasury November 2009 - June 2011
Federal Reserve Board of Governors July 2007 - November 2009
US Army January 2002 - March 2005
Skills
Financial Modeling, SAS/SQL, Credit Analysis, Equity Research, Portfolio Strategy, Derivatives, SAS programming, Economics, Analysis, Portfolio Management, Investments, Capital Markets, Bloomberg
Education
Columbia Business School 2011 — 2013
MBA, Finance and Investing
George Mason University - School of Management 2005 — 2007
Bachelor of Science, Finance, cum laude
PIMCO August 2012 - Present
Columbia Business School September 2010 - May 2012
Morgan Stanley June 2011 - August 2011
CPP Investment Board 2005 - 2010
BMO Capital Markets 2004 - 2005
UBS Investment Bank 2002 - 2004
Skills
Private Equity, Equity Research, Financial Analysis, Capital Markets, Due Diligence, Equities, Investments, Equity Valuation, Hedge Funds, Fixed Income, Portfolio Management, Asset Management, Valuation
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
Queen's University 1998 — 2002
Bachelor of Commerce, Finance and Accounting
Bank of America Merrill Lynch June 2015 - Present
PIMCO September 2014 - September 2014
Prysmian Group July 2014 - September 2014
Xilisoft July 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Matlab, Stata, Thomson Reuters, VBA, Bloomberg, C++
Education
Columbia University in the City of New York 2015 — 2016
Master’s Degree, Financial Egineering
Università Commerciale 'Luigi Bocconi' 2014 — 2016
Master’s Degree, Finance, GPA: 29.4/30.0
New York University - Leonard N. Stern School of Business 2014 — 2014
Exchange Program, GPA: 4.0/4.0
Università Commerciale 'Luigi Bocconi' 2011 — 2014
Bachelor’s Degree, Economics and Finance, Final Grade: 110/110 cum laude - Final GPA: 30/30
PIMCO February 2014 - Present
Santo Rico Dance School Inc. 2009 - 2013
IDB Bank December 2007 - December 2009
Financier Patisserie October 2006 - July 2007
McBurney YMCA June 2006 - October 2006
Hispanic Federation June 2004 - September 2005
Skills
Microsoft Office, Loans, Microsoft Excel, Microsoft Word, PowerPoint, Access, Wordperfect, Loan IQ, Series 7, Series 63
Education
City University of New York-Herbert H. Lehman College 2005 — 2007
Finance, General
Murry Bergtraum High School for Business Careers 2001 — 2005
Regents Endorsed High School Diploma, Computer Science
PIMCO August 2013 - June 2015
Credit Suisse June 2012 - August 2012
Fisher Investments April 2010 - July 2011
Fisher Investments January 2008 - March 2010
Fisher Investments March 2006 - January 2008
Fisher Investments August 2005 - March 2006
Skills
Equity Research, Valuation, Financial Modeling, Investments, Equities, Financial Analysis, Investment Management, Competitive Analysis, Capital Markets, Bloomberg, Emerging Markets
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance and Economics, Value Investing
Dartmouth College 2001 — 2005
Bachelor of Arts, Engineering modified with Economics
PIMCO May 2011 - Present
Orange County Young Executives January 2013 - January 2015
Big Brothers Big Sisters of Orange County August 2012 - January 2015
Northern Gulf Partners June 2010 - August 2010
Mubadala Development Company June 2009 - August 2009
Cerberus Capital Management January 2008 - September 2008
Lockheed Martin March 2006 - September 2007
Skills
Business Strategy
Education
Columbia University - School of International and Public Affairs 2009 — 2011
MIA, International Affairs
Columbia University - Columbia Business School 2008 — 2010
MBA, International Business
Princeton University 2001 — 2005
BA, Philosophy
PIMCO August 2014 - Present
MIT Sloan August 2012 - May 2014
Maxim Group 2011 - 2012
Barclays Capital 2008 - 2011
Skills
Fixed Income, Financial Modeling, Trading, Investments, Emerging Markets, Business Strategy, Team Building
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2014
Master of Business Administration (MBA)
Columbia Engineering 2004 — 2008
BS, Applied Math
PIMCO July 2014 - Present
PIMCO January 2013 - Present
PIMCO June 2012 - August 2012
Solar Turbines May 2010 - August 2011
FH Aachen Institut NOWUM-Energy April 2007 - August 2008
Kotam Construction Co. September 2005 - September 2006
Skills
Quantitative Analytics, Matlab, Quantitative Finance, VBA, Economics, Engineering, SQL, Asset Management, Mathematical Modeling, Python, Oracle, Operations Research, Structured Products, C++, Fixed Income, Analytics, Unix Shell Scripting, Risk Management, Data Analysis, Bloomberg, Data Mining, Financial Engineering, Derivatives, Asset Allocation, Security Printing, LaTeX, Decision Modeling, Optimization, Structured Finance, Financial Modeling, Investment Management, Intex, Portfolio Management
Education
Columbia University in the City of New York 2011 — 2012
MS, Operations Research and Financial Engineering
University of California, San Diego 2008 — 2010
MS, Mechanical Engineering (Computational Methods in Fluid Mechanics)
Fachhochschule Aachen 2006 — 2007
B. Eng, Mechanical Engineering
Sharif University of Technology 2003 — 2006
1st Part of Undergraduate Study in cooperation with FH-Aachen, Mechanical Engineering
PIMCO June 2001 - Present
Bloomberg September 1998 - June 2001
Skills
Fixed Income, Bloomberg, Equities, Derivatives, Trading Systems, Market Data, Risk Management, Portfolio Management, Hedge Funds, Capital Markets, Asset Management, Credit Derivatives, Options, Trading, Bonds, Financial Markets
Education
New York University 1991 — 1992
MS, Computer Science
City University of New York-Hunter College 1985 — 1989
BS, Computer Science
REDI Global Technologies April 2015 - Present
PIMCO March 2013 - April 2015
Cactus River Consulting August 2001 - April 2015
AIG November 2011 - August 2012
Morgan Stanley April 2010 - November 2011
MacroThink, Inc. August 1999 - August 2001
Merrill Lynch July 1986 - August 1999
Skills
Program Management, Agile Project Management, Project Finance, Project Accounting, Business Planning, Business Management, Business Change..., Billing Systems, Financial Systems..., Business Process..., Mobile Applications, Web Applications, Infrastructure Planning, Infrastructure Projects, Project Portfolio..., PMO Development, PMO, Scrum Master, Infrastructure, Scrum, Leadership, Project Management, SDLC, Change Management, Disaster Recovery, Business Analysis, PMP, Agile Methodologies, Management, IT Strategy, Enterprise Software, Software Development, Strategy, Integration, Consulting, Vendor Management, Financial Services, Outsourcing, CRM, Business Process, Analysis, Executive Management, Start-ups, Information Technology, Finance, Software Project..., Process Improvement, Business Transformation, Portfolio Management, Management Consulting
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
Smith College 1982 — 1986
AB, Economics
The London School of Economics and Political Science (LSE) 1984 — 1985
Certificate, Applied Economics
U.S. Department of State June 2013 - Present
Conservation and Community Investment Forum (CCIF) October 2012 - May 2013
Conservation and Community Investment Forum (CCIF) September 2011 - September 2012
Starling Resources February 2007 - August 2011
PIMCO July 2006 - February 2007
Citi June 2004 - July 2006
Skills
Environmental Consulting, Environmental Management, Sustainable Development, Financial Modeling, Financial Planning, Financial Analysis, Climate Change, Environmental Economics, Environmental Issues, Renewable Energy, Strategic Financial..., Program Management, Environmental...
Education
The London School of Economics & Political Science 2011 — 2012
MSc
Claremont McKenna College 2001 — 2004
Bachelor
Phillips Academy Andover 1997 — 2000
The Park School 1986 — 1997
PIMCO February 2012 - Present
PIMCO July 2011 - February 2012
Ernst & Young July 2010 - August 2010
Wilmar international Limited (Fortune 500) June 2010 - July 2010
Skills
Fixed Income, Financial Markets, Bloomberg, Derivatives, Alternative Investments, Financial Analysis, Finance, Analysis, Investments, Securities, Quantitative Analytics
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2009 — 2011
Master of Financial Engineering, Finance
National University of Singapore 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Quantitative Finance
PIMCO August 2012 - Present
Legg Mason September 2010 - August 2012
Allianz Global Investors January 2008 - September 2010
Citigroup April 2007 - December 2007
AIG Global Investment Group April 2005 - April 2007
FINRA (Formerly NASD) November 2003 - April 2005
T. Rowe Price April 2001 - November 2003
T. Rowe Price January 2000 - April 2001
T. Rowe Price January 1998 - January 2000
Skills
Securities, FINRA, Series 7, Series 24, Mutual Funds, Hedge Funds, Alternative Investments, Series 63, Equities, Investments, Asset Managment, Fixed Income, Investment Advisory, Financial Services, Investment Strategies, Private Equity, Portfolio Management, Asset Management, Compliance, ETFs, Retirement, Financial Advisory, Finance, Retirement Planning
Education
The Johns Hopkins University - Carey Business School 2002 — 2003
Graduate Certificate, Leadership Development for Minority Managers
College for Financial Planning 1999 — 2001
Certificate of Completion, Financial Planning
Morgan State University 1991 — 1995
B.A., Economics
Jet Propulsion Laboratory September 2012 - Present
Basch Tech PC Consulting November 2009 - September 2012
Experian February 2012 - April 2012
PIMCO August 2011 - December 2011
Jet Propulsion Laboratory July 2010 - June 2011
Ensemble Studio Theatre-LA 2006 - November 2010
LA2DAY August 2007 - September 2009
South Pasadena Today May 2009 - June 2009
Unified Pictures January 2009 - March 2009
iSold It May 2004 - July 2008
Skills
French, German, Technical Writing, Technical Editing, Microsoft Office, PowerPoint, Writing, Editing, Documentation, Word, Excel, Research, Microsoft Excel, Software Documentation, Film, Journalism, Proposal Writing, Training, Copywriting, InDesign, Project Management, Microsoft Word, Video, Creative Writing, Photoshop, Illustrator, Social Networking, Visio, Entertainment
Education
University of California, Los Angeles 2012 — 2012
Certificate, Project Management
UC Berkeley 1977 — 1978
No Degree, Physics
Columbia University in the City of New York 1973 — 1977
BA, Physics, Medieval Studies
Lycee Francais de New-York 1962 — 1973
High School, Math/Science
Insight Investment November 2014 - Present
J.P. Morgan June 2013 - October 2014
J.P. Morgan Asset Management December 2009 - May 2013
J.P. Morgan Asset Management July 1999 - December 2009
PIMCO April 1996 - July 1999
Kwasha Lipton/Becker & Rooney April 1992 - April 1996
Prudential Financial August 1988 - January 1990
Education
Columbia Business School 1991 — 1992
MBA, Finance & Int'l Business
Cornell University - College of Arts & Sciences 1984 — 1988
BA, Psychology
PIMCO September 2012 - Present
Royal Bank of Scotland September 2009 - September 2012
Skills
Talent Acquisition, Talent Management, Applicant Tracking..., Recruiting, Onboarding, Executive Search, Technical Recruiting, Human Resources, Sourcing, Employee Relations, Permanent Placement, Employee Benefits, HRIS, Employer Branding, Screening Resumes, PeopleSoft, Benefits Negotiation, Change Management, Management, Vendor Management, Contract Recruitment, Internet Recruiting, Temporary Placement, Graduate Recruitment, Consulting, IT Recruitment, CRM, Interviews, Temporary Staffing, Personnel Management, Employee Engagement, SDLC, Performance Management, Workforce Planning, Succession Planning, Screening, Recruitment Advertising, Candidate Generation, Deferred Compensation, Staffing Services
Education
Champlain College 2001 — 2004
BA, Graphic Design / Multi Media
Sacred Heart University 1999 — 2001
PIMCO September 2012 - July 2013
Laureltree Promotions August 2012 - July 2013
Chapman University August 2008 - May 2012
Skills
Graphic Design, Illustrator, Graphics, After Effects, Typography, InDesign, Mac, Adobe Creative Suite, Photoshop, Logo Design, Branding & Identity, Layout, Dreamweaver, Illustration, Web Design, Corporate Identity, Art Direction, Copywriting
Education
Chapman University 2008 — 2012
BFA, Graphic Design
PIMCO April 2013 - Present
PIMCO July 2011 - March 2013
OppenheimerFunds July 2007 - October 2010
OppenheimerFunds March 2002 - June 2007
OppenheimerFunds August 2000 - February 2002
Morgan Stanley Dean Witter Trust 1999 - 2000
Skills
Asset Allocation, Investments, Sales, Team Building, Strategy, Financial Advisory, Training, Financial Services, Customer Service, New Business Development, Finance, Mutual Funds, Portfolio Management, Analysis, Sales Operations, Alternative Investments, Series 7, 401k, Separately Managed..., Series 63, Series 6, Investment Strategies, Retirement Planning, Wealth Management, Investment Management, Investment Advisory, Securities
Education
College for Financial Planning
State University College at Cortland
BA, Sociology/ Criminology
Convexity Capital February 2015 - Present
PIMCO August 2012 - January 2015
Wharton Business School June 2010 - August 2012
Harvard Kennedy School of Government August 2009 - May 2012
Berkshire Partners June 2007 - June 2009
Goldman Sachs June 2005 - June 2007
Skills
Investments, Capital Markets, Portfolio Management, Fixed Income Analysis, Foreign Exchange, Options, Quantitative Finance
Education
Columbia Engineering 2001 — 2005
BS, Applied Mathematics
PIMCO April 2012 - Present
Guggenheim Partners August 2011 - December 2011
stevenbrull.com July 2009 - July 2011
Institutional Investor Magazine February 2001 - June 2009
Business Week Magazine 1995 - 2000
International Herald Tribune 1991 - 1995
Skills
Editing, Writing, Private Equity, Equities, Business Journalism, Fixed Income, Bonds, Macroeconomics, Trading, Public Policy, Venture Capital, International Reporting, Investment Strategies, Public Finance, Japanese, Technology Journalism, Journalism, Research, Public Speaking, Copy Editing, Blogging, Social Media, Publishing, Copywriting, Public Relations, Marketing Communications, Books, Media Relations, Digital Media, Editorial, Newspaper, Web Content, Social Media Marketing, Strategic Planning, New Media, Interviewing, Economics, French, Corporate Communications, Social Networking, Strategic Communications, Business Strategy, Mergers, English, Press Releases, Newsletters, Korea, China, Asia, Thought Leadership
Education
Columbia University - Graduate School of Journalism
Master's, Journalism
Grinnell College
PIMCO September 2009 - Present
TradeWeb January 2009 - September 2009
Barclays Capital September 2008 - January 2009
Lehman Brothers July 2007 - September 2008
Bloomberg September 2000 - July 2007
IBM December 1998 - September 2000
MTA New York Transit August 1997 - December 1998
NASA January 1997 - July 1997
Skills
Fixed Income, Capital Markets, Trading Systems, Bloomberg, Quantitative Finance, Equities, Derivatives, Finance, Financial Modeling, Risk Management, Trading
Education
Columbia University in the City of New York 2004 — 2006
Master, Computer Science
City University of New York City College 2001 — 2004
Master of Science, Computer Science
City University of New York City College 1995 — 1998
BS, Computer Science
Zhejiang University 1992 — 1995
BS, Electrical Engineering
PIMCO October 2014 - June 2015
Steinberg Asset Management February 2008 - August 2014
Merrill Lynch 2006 - 2008
JPMorgan Chase 2004 - 2006
Intrepid Capital 2001 - 2004
Merrill Lynch 1993 - 2001
Skills
Equity Research, Hedge Funds, Equities, Valuation, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Asset Managment, Value Investing, Asset Management, Alternative Investments, Investment Management
Education
Columbia Business School 1996 — 1997
Master of Business Administration (MBA)
University of Michigan 1988 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
PIMCO May 2012 - May 2015
PIMCO October 2010 - May 2012
California Coast Credit Union May 2007 - October 2010
Skills
Bloomberg, Finance, Uniform Combined State..., CRM, FINRA, Financial Analysis, Series 7, Asset Management, Fixed Income, Portfolio Management, Asset Allocation, Investments, Equities, Equity Research
Education
Carnegie Mellon University - Tepper School of Business 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of California, San Diego 2004 — 2006
B.A, Economics
PIMCO June 2014 - Present
Van Eck Global June 2011 - May 2014
Van Eck Global June 2010 - June 2011
Van Eck Global November 2008 - June 2010
Warburg Pincus November 2006 - November 2008
JP Morgan Chase June 2005 - November 2006
Skills
General Ledger, Financial Reporting, Cash Management, Hedge Funds, Equities, Bloomberg, Mutual Funds, Fixed Income, Bank Reconciliation, Regulatory Filings, Accounting, Financial Accounting, Annual Reports, NQ, Finance, Account Reconciliation, Derivatives, Securities
Education
City University of New York-Hunter College 2004 — 2008
Bachelor's of Science, Accounting
PIMCO April 2010 - Present
Yoga January 2009 - Present
Sparkle Fund August 2008 - Present
Ms. Fitness March 2009 - January 2012
Cloud Nine Yoga January 2009 - July 2009
Kelley Blue Book June 2005 - December 2006
Autobytel August 2003 - June 2005
Omega Fiancial June 2002 - July 2003
Equity Office Properties July 2001 - July 2002
Skills
Event Planning, Account Management
Education
Yoga Works 2012 — 2013
300-Hour Advanced Yoga Teacher Training, 300-hour yoga teacher training
Cloud Nine Yoga 2008 — 2009
200-Hour Yoga Teaching Certification, 200-hour yoga teacher training
Chapman University 1995 — 2001
Art, Social Science, Art
PIMCO August 2015 - Present
Mellon Capital July 2013 - August 2015
SS&C Technologies July 2012 - June 2013
SS&C Technologies November 2011 - July 2012
BTIG June 2010 - August 2010
Education
Central Connecticut State University 2007 — 2011
Bachelor of Science (BS), Finance
South Windsor High School 2003 — 2007
PIMCO March 2015 - Present
PIMCO June 2014 - February 2015
All College Storage April 2013 - June 2014
MFS Investment Management May 2013 - August 2013
Education
College of the Holy Cross 2010 — 2014
BA in Economics and Spanish, Senior
Universidad del Salvador 2012 — 2012
Concord Carlisle High School 2006 — 2010
Graduate
PIMCO July 2011 - Present
The Carlyle Group October 2007 - December 2008
Morgan Stanley July 2007 - October 2007
Morgan Stanley July 2004 - June 2007
Skills
Financial Modeling, Valuation, Private Equity, Venture Capital, Investment Banking, Due Diligence, Corporate Development, Emerging Markets, Corporate Finance, Financial Analysis, Investments, Strategy, Competitive Analysis, Business Strategy, Equities, Mergers, Hedge Funds, LBO, Analytics, Entrepreneurship, Capital Markets, Mergers & Acquisitions, Business Valuation
Education
Harvard Business School 2009 — 2011
Master of Business Administration, Business Administration
Columbia University in the City of New York 2000 — 2004
Bachelor of Science, Industrial Engineering
Crystal Springs Uplands School 1996 — 2000
PIMCO September 2015 - Present
PIMCO November 2010 - Present
Stifel Financial Corp. February 2010 - November 2010
Stifel Financial Corp. October 2008 - February 2010
Skills
Series 7, Series 66, Mutual Funds, Uniform Combined State...
Education
Fordham University - Graduate School of Business Administration 2012 — 2015
Colgate University 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
PIMCO April 2013 - May 2015
Deutsche Bank June 2012 - August 2012
Barclays Capital June 2011 - August 2011
University of Michigan May 2010 - July 2010
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2012
MS, Computational Finance
University of Michigan 2007 — 2011
BSE, Industrial and Operations Engineeing
Purpose Capital May 2015 - Present
World Wide Hearing June 2014 - Present
Walton Capital Management Inc. April 2015 - June 2015
Consultant January 2009 - January 2014
Colaba January 2010 - September 2013
PIMCO May 2005 - January 2009
PIMCO May 2005 - May 2008
Goldman Sachs Asset Management March 2005 - May 2005
HSBC June 2004 - November 2004
ING Investment Management September 2001 - December 2001
Skills
Fixed Income, Asset Managment, Investment Management, Business Development, Institutional Sales, Marketing, Private Equity, Financial Modeling, Investments, Strategy, Emerging Markets, Portfolio Management, Business Strategy, Alternative Investments, Finance, Product Marketing, Equities, Valuation, Hedge Funds, Trading, Investment Banking, Fund Of Funds, Financial Services, Venture Capital, Corporate Finance, Asset Allocation, Equity Research, Bloomberg, Bonds, Management, Asset Management
Education
John Molson School of Business, Concordia University 1999 — 2003
B.Comm
CEGEP - John Abbott College 1997 — 1999
DEC
CFA
Library For All April 2015 - Present
PIMCO September 2013 - April 2015
Bloomberg Government June 2012 - June 2013
Morgan Stanley Wealth Management June 2011 - September 2011
The Cutler Group January 2011 - July 2011
Nuveen Investments June 2010 - August 2010
Skills
Market Research, Market Analysis, Competitive Analysis, Social Media, Marketing Strategy, Marketing Communications, Analytics, Qualitative Research, Public Relations, International Relations, Marketing, Research, Blogging, Event Planning, Press Releases
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
London School of Economics and Political Science 2011 — 2012
International Affairs
Choate Rosemary Hall 2005 — 2009
High School
American Funds November 2004 - March 2011
PIMCO September 2003 - September 2004
Ralphs Grocery Company December 2002 - September 2003
Sandel Avionics September 1999 - July 2002
Skills
Executive..., Events Coordination, Administrative..., Project Coordination, Meeting Planning, Travel Management, Trade Show Presentations, Trade Show Planning, Microsoft Word, Marketing Communications, Team Leadership, Microsoft Office, Organizational..., PowerPoint, Employee Engagement, Customer Service, Public Speaking, Public Relations, Vendor Relationship..., Lotus Notes, Process Improvement, Microsoft Excel, Risk Management, Financial Services, Team Building, Mutual Funds, Business Analysis, Vendor Management, Leadership
Education
University of Phoenix 2004 — 2007
Bachelor's of Science (B.S.), Business, Management, Marketing, and Related Support Services
Clark Atlanta University 1995 — 1997
Mass Communication/Media Studies
PIMCO October 2010 - Present
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2010
Master of Financial Engineering (MFE)
Columbia University in the City of New York 1999 — 2003
BA
Phillips Academy, Andover 1996 — 1999
Brean Capital, LLC May 2014 - August 2014
PIMCO June 2012 - August 2012
The Wall Street Journal June 2010 - September 2010
Skills
Data Analysis, Matlab, Excel, Bloomberg, VBA, SQL, Microsoft Excel, Economics, Quantitative Analytics, Microsoft Word, Equity Research, Hedge Funds, Bloomberg Terminal, Valuation, R
Education
Columbia University in the City of New York 2013 — 2015
Master of Science, Actuarial Science
Harvard University 2013 — 2013
Summer School, Mathematics
University of Leicester 2010 — 2012
Master of Arts, Communications
PIMCO 2012 - Present
Deloitte 2010 - 2012
BNY Mellon 2007 - 2010
Skills
Fixed Income, Valuation, Investments, Financial Modeling, Asset Management, Equities, Asset Allocation, Client Services, Mutual Funds, Corporate Finance, Financial Analysis, Due Diligence, Financial Services, Hedge Funds, Derivatives, Portfolio Management, Economics
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance and Economics
University of California, San Diego
Bachelor of Arts (BA), Economics
Passed Level II of the CFA Program
McKinsey & Company September 2014 - Present
PIMCO June 2013 - August 2013
Morgan Stanley August 2012 - December 2012
Societe Generale May 2012 - August 2012
Associated European Capital May 2011 - September 2011
Laboratory of Advanced Polymers and Optimized Materials October 2008 - June 2010
Skills
Stata, Data Analysis, Research, Financial Modeling, Statistics, Matlab, Microsoft Office, Microsoft Excel, PowerPoint, Economics, SPSS, Analysis
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2014
B.S., Finance, Management Systems, Entrepreneurship, Sociology
University of North Texas 2008 — 2010
High School Diploma
PIMCO August 2012 - Present
PIMCO June 2011 - August 2011
Deutsche Bank January 2008 - July 2010
Lehman Brothers July 2006 - January 2008
Skills
Fixed Income, Structured Products, Portfolio Management, Trading, Credit, Investment Management, Derivatives
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Indian Institute of Technology, Delhi 2002 — 2006
B.Tech, Electrical Engg (Power)
PIMCO June 2011 - Present
Skills
Due Diligence, Asset Managment, Risk Management, Derivatives, Credit Risk, Financial Institutions, Valuation, Financial Modeling, Asset Management, Corporate Finance, Portfolio Management, Investments, Equities, Securities, Emerging Markets, Private Equity
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Stanford University 1997 — 2001
B.S.
Rowland Hall - St. Mark's School 1993 — 1997
Valedictorian
Bank of Tokyo-Mitsubishi UFJ September 2013 - Present
Bank of Tokyo-Mitsubishi UFJ June 2013 - August 2013
Strategas Research Partners June 2010 - May 2013
APTimum Conseil July 2011 - August 2011
PIMCO June 2011 - July 2011
Skills
French, PowerPoint, Italian, Microsoft Office, Bloomberg, Economics, German, iWork, R, Microsoft Excel, Research, Editing, Data Analysis, Leadership, Microsoft Word, Public Speaking, SPSS, Social Media
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts, Financial Economics, Psychology, Business Concentration
Wellington Management April 2011 - March 2015
PIMCO June 2008 - March 2011
Cambridge Place Investment Management June 2006 - May 2008
W.R. Huff Asset Management May 2005 - August 2005
Skills
Equities, Fixed Income, Hedge Funds, Financial Modeling, Portfolio Management, Bloomberg, Alternative Investments, Capital Markets, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
College of the Holy Cross 1996 — 2000
BA, Mathematics
National University of Ireland, Galway 1998 — 1999
Mathematics
PIMCO April 2015 - Present
Envision Entertainment, Rogers &Cowan, Publicity October 2013 - Present
DealerSocket March 2012 - April 2014
Rogers & Cowan PR Agency, Talent Dept. 2010 - 2011
ABC 7 News 2010 - 2010
Skills
Proficient in InDesign, Photoshop, Proposal Writing, Adobe Creative Suite, Press Releases, Advertising, Publicity, Desktop Publishing, Social Media, Media Relations, Social Media Marketing, Marketing Strategy, Basecamp, Project Management, Marketing, Market Planning, Party Favors, Event Management, CRM, Sales, Management, Marketing Communications, Leadership, Email Marketing, Digital Marketing, Public Relations, Photography, Social Networking, SEO, Online Marketing, Facebook, Online Advertising, Lead Generation, Integrated Marketing, Corporate Communications, Strategic Communications, Event Planning, SEM, Editing, Newsletters
Education
Chapman University 2005 — 2010
BA, Public Relations & Advertising
Dodge College of Film & Media Arts, Chapman University 2007 — 2010
Bachelor's degree, Entertainment Marketing
Prudential Fixed Income April 2015 - Present
Pramerica Fixed Income March 2014 - April 2015
Prudential Fixed Income January 2013 - March 2014
PIMCO June 2011 - August 2011
Barclays Capital September 2008 - August 2010
Lehman Brothers June 2007 - September 2008
Lehman Brothers July 2006 - September 2006
Lehman Brothers May 2005 - August 2005
Goldman Sachs June 2004 - August 2004
Skills
Credit Research, Fixed Income Trading, Financial Modeling, Economics, Portfolio Management, Financial Analysis, Options Trading, Valuation, Equity Research, Investments
Education
Harvard Business School 2010 — 2012
MBA, Accounting and Finance, Macroeconomics, Strategy
Columbia University in the City of New York 2009 — 2009
Post-Bacc, Math, Stats & Probability
Yale University 2003 — 2007
B.A., Economics
Summit Financial Consultants January 2005 - Present
PIMCO July 2002 - December 2005
Skills
Retirement Planning, Insurance, Wealth Accumulation, Holistic Financial..., Superannuation, Income Protection, SMSF, Executive Benefit..., Education Funding, Protection..., Personal Financial..., Wealth, Managed Funds, Paraplanning, Segregated Funds, Certified Financial..., Financial Planners, FINRA, Financial Planning, Investment Strategies, Mutual Funds, Retirement, Finance
Education
College for Financial Planning 2003 — 2006
Master's degree, Financial Planning and Services
Villanova University 1998 — 2002
Bachelor of Science (BS), Finance, General
PIMCO May 2014 - Present
Lord, Abbett & Co. LLC September 2013 - May 2014
The Riverside Company June 2012 - August 2012
KeyBanc Capital Markets May 2011 - August 2011
MobilityWorks May 2010 - June 2010
Education
Colgate University 2009 — 2013
Bachelor's degree, Economics
University School
Newpark Resort & Hotel October 2005 - Present
PIMCO July 2004 - October 2005
E&L Associates January 2002 - June 2004
Skills
Management, Entrepreneurship, Business Strategy, Strategic Planning, Leadership Development, Operations Management, Board of Director..., Finance, Hospitality, Marketing, Marketing Strategy, Public Relations, Event Management, Property Management, Commercial Management, Human Resources, Training, Leadership, Negotiation, Social Networking, Event Planning, Start-ups, Strategy, Account Management, Board of Directors
Education
Chapman University, The George L. Argyros School of Business and Economics 1998 — 2002
BA
Chapman University, The George L. Argyros School of Business and Economics 1998 — 2002
BS
Goldman Sachs 10,000 Small Businesses 2013 — 2013
MicroVention December 2014 - Present
Axiom Law September 2011 - November 2014
PIMCO 2012 - 2013
LifeMasters Supported SelfCare - Now a part of StayWell 2005 - 2011
Skills
Intranet, Internet, Outlook, Word, SharePoint, WorkSite, WordPerfect, Westlaw, LexisNexis, Timeslips, Tabs, Excel, PowerPoint, Legal Solutions, Adobe Acrobat, Wordperfect, Microsoft Word, Corporate Law, Microsoft Excel, Access, Legal Research
Education
Chapman University
Bachelors, Sociology and Criminal Justice Degree
Saddleback College
Certified Paralegal (approved by ABA), Legal Assistant/Paralegal
University of California, Irvine
Contract Management Certification, Contract Management Certification
PIMCO June 2015 — August 2015
UBS Investment Bank July 2010 — June 2014
RBC Capital Markets June 2009 — August 2009
MetLife Financial Services June 2008 — August 2008
Skills
Hedge Funds, Trading, Fixed Income, Bloomberg, Foreign Exchange, Equities, Investment Banking, Capital Markets, Structured Products, Credit Derivatives, Derivatives, Equity Derivatives, Options, Interest Rate..., FX Options
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Carnegie Mellon University 2006 — 2010
B.S. in Business Administration
London School of Economics and Political Science 2008 — 2009
n/a
PIMCO July 2011 - Present
C12 Capital Management September 2009 - July 2011
Andrew Davidson & Co February 2009 - September 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers September 2000 - September 2008
IMI Bank Lux 1992 - 1996
Skills
Residential Mortgages, CMBS, Subprime, Conforming, Non-Conforming, Alt-A, Prime, Mortgage, Home Equity Loans, Mortgage Insurance, Default, Statistical Modeling, Loss Forecasting, Survival Analysis, Forecasting, Mortgage Lending, MBS, Trading, Capital Markets, Fixed Income, Credit Risk, Valuation, ABS, Financial Modeling, Derivatives, Quantitative Research, Hedge Funds, Portfolio Management, Quantitative Finance, Financial Structuring, Alternative Investments, Asset Management, Options, Structured Products, Market Risk, Structured Finance, Bloomberg, Bonds, Securitization, Credit Derivatives, Equities
Education
Columbia University 1996 — 2001
PhD
LUISS Guido Carli University 1987 — 1992
Laurea
PIMCO October 2011 - Present
Morgan Stanley 2002 - October 2011
Fontantus 2000 - 2003
Claritech 1997 - 1999
Education
Carnegie Mellon University 1998 — 2000
MS, Software Engineering
Yale University 1993 — 1997
BS, Computer Science
Adeli and Tollen LLP June 2009 - October 2009
Cardinal Intellectual Property May 2008 - 2009
Wuersch & Gering LLP June 2005 - August 2005
Capital Group Companies February 2003 - May 2003
Pimco April 2000 - December 2000
Sony Pictures September 1999 - March 2000
Credit Suisse First Boston May 1997 - January 1999
Skills
Intellectual Property, Corporate Law, Patent Prosecution, Trademarks, Patents, Patentability, Copyright Law, Licensing, Patent Litigation, Litigation, Prosecution, Legal Writing, International Law, Trade Secrets, Legal Research, Mergers, Software Patents, Entertainment Law, Trademark Infringement, Invention, Client Counseling, Due Diligence, Patent Portfolio..., Commercial Litigation, Appeals, Civil Litigation, Legal Assistance, Legal Opinions, Mergers, Prior Art Search, Westlaw, Registered Patent...
Education
Patent Bar Bri 2006 — 2006
Patent Bar
Chapman University, School of Law 2003 — 2006
Doctor of Law (JD)
West Virginia University 1987 — 1988
MS
Purdue University 1985 — 1987
BS
St. Joseph's College, Bangalore 1983 — 1985
B. Sc.
Campion College Jamaica
Campion College Jamaica
Campion College Jamaica
PIMCO August 2014 - Present
Columbia Business School August 2012 - May 2014
PIMCO June 2013 - August 2013
NERA Economic Consulting July 2011 - July 2012
NERA Economic Consulting February 2009 - July 2011
NERA Economic Consulting July 2007 - February 2009
Citigroup May 2006 - July 2007
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
New York University 2005 — 2007
M.A., Economics
University of California, Berkeley 2001 — 2005
B.A., Economics
PIMCO May 2000 - Present
Skills
Asset Allocation, Strategy, Capital Markets, Financial Markets, Alternative Investments, Fixed Income, Bloomberg, Asset Management, Bonds, Investment Management, Series 7, Investment Strategies, Mutual Funds, Investments, Securities, Portfolio Management
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA), Finance, General
Binghamton University 1982 — 1985
Bachelor's degree, Mathematical Science
Wells Fargo April 2013 - Present
PIMCO August 2009 - January 2013
Federal Reserve Board August 2005 - July 2007
Skills
Analytics, Fixed Income, SQL, Financial Modeling, Microsoft Excel, Bloomberg, Valuation, Finance
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance, Economics
Princeton University 2001 — 2005
AB, Economics, Finance
MarketAxess January 2011 - Present
Bloomberg October 2006 - December 2010
Finacorp Securities October 2005 - September 2006
PIMCO 2000 - 2005
Skills
Electronic Trading, Fixed Income, Trading, Bonds, Bloomberg, STP, Capital Markets, Direct Sales, Emerging Markets, Credit Derivatives, Interest Rate..., Derivatives, Trading Systems, CDS, Market Data, Exchange Connectivity, Market Making, Middle Office, Securities, FX Options, Equity Trading, Series 7, Bloomberg Terminal, Currency, Series 63, Equities, ETFs, Options, Money Market, FINRA, Trading Strategies, Hedge Funds, Swaps, Hedging, Investment Banking, Financial Markets, Interest Rate Swaps, High Yield
Education
Chapman University, The George L. Argyros School of Business and Economics 2000 — 2002
MBA, emphasis finance
PIMCO January 2013 - Present
PIMCO July 2011 - December 2012
PIMCO January 2011 - July 2011
PIMCO August 2008 - December 2010
CB Capital Partners April 2008 - July 2008
Skills
Bloomberg, Emerging Markets, Fixed Income, Investment Banking, Portfolio Management, Asset Management, Equities, Bonds, Alternative Investments
Education
University of Southern California - Marshall School of Business 2007 — 2010
MBA, Investments and Financial Markets
Colgate University 2001 — 2005
Bachelor’s Degree, Psychology
Sullivan Brown Krolikowski & Blumberg January 2008 - Present
Allianz Global Investors 2002 - 2004
PIMCO 2001 - 2003
24/7 Real Media September 1999 - November 2001
Education
Chapman University, School of Law 2004 — 2007
JD, Law
Hobart and William Smith Colleges 1993 — 1997
PIMCO 2011 - Present
Barclays Capital 2008 - 2011
Toronto Dominion Securities 2003 - 2006
Skills
Portfolio Management, Fixed Income, Hedge Funds, Derivatives, Bloomberg, Equities, Investments, Options, VBA
Education
Carnegie Mellon University - Tepper School of Business
Master of Science, Computational Finance
University of Waterloo
Bachelor of Applied Science, Computer Engineering
PIMCO July 2012 - Present
PIMCO June 2011 - August 2011
Alstra/Max Capital May 2006 - July 2010
Gabelli Asset Management August 2004 - April 2006
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Yale University 2000 — 2004
Bachelor of Arts (B.A.), Political Science and International Studies
Bloomberg LP June 2014 - Present
New York Inc. 1900 - Present
PIMCO June 2012 - May 2014
Thomson Reuters May 2009 - June 2012
Goldman Sachs June 2003 - April 2005
Credit Suisse November 1997 - June 2002
Nomura Research Institute 1900 - 1940
Citi January 1920 - January 1930
Morgan Stanley 1920 - 1930
Lehman Brothers 1900 - 1930
Skills
Software Engineering, Java, Mobile Devices, Distributed Systems, C, Databases, C++, Python, Hadoop, Software Development, Architectures, Architecture, Quantitative Finance, Agile Methodologies, Scalability, Data Mining, JavaScript
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Stuyvesant High School
PIMCO February 2012 - Present
PIMCO January 2011 - February 2012
Allianz Global Investors July 2008 - January 2011
Lehman Brothers August 2007 - May 2008
Skills
Fixed Income, Mutual Funds, Equities, Series 7
Education
Centre College 2003 — 2007
BS, Financial Economics
Streamline Partners April 2014 - Present
Neuberger Berman September 1998 - March 2014
Neuberger Berman April 2000 - April 2006
Neuberger Berman 1998 - 2000
Jackson 1997 - 1998
PIMCO 1996 - 1997
Skills
Series 7, Series 63, Series 6, Series 65, Defined Contribution, Relationship Management, Key Account Management, New Business Development, Strategy, Distribution Strategies, Defined Benefit, Retirement, Financial Services, Mutual Funds, Alternative Investments, 401k, Strategic Partnerships, Retirement Planning, Insurance, Investments, Asset Management
Education
Clemson University 1989 — 1993
BS
Wilton HS 1986 — 1989
Armored Wolf July 2008 - Present
PIMCO 1989 - 2008
Skills
Commodities, Asset Allocation, Emerging Markets, Risk Management, Bonds, Hedge Funds, Global Macro, Alternative Investments, Commodity, Securities, Equities, Trading, Financial Markets, Bloomberg, Portfolio Management, Private Equity, Fixed Income, Capital Markets, Structured Products, Investment Strategies, Asset Management, Investment Banking, Technical Analysis, Derivatives, Equity Derivatives, FX Options, Investments, Mutual Funds, Options, Financial Risk, Asset Managment, Credit Derivatives, Trading Systems, Valuation, Investment Management, Equity Research, Swaps, Market Data
Education
Massachusetts Institute of Technology - Sloan School of Management 1986 — 1989
MS, Finance
Columbia University in the City of New York 1982 — 1986
AB, Physics, Mathematics
Wayland High School 1978 — 1982
UBS May 2010 - Present
PIMCO December 2008 - May 2010
JPMorgan June 2008 - December 2008
Bear Stearns March 2000 - June 2008
Castle Point Systems April 1996 - March 2000
Allied Signal Aerospace December 1993 - April 1996
Education
Carnegie Mellon University 1989 — 1993
KPMG 2013 - Present
Societe Generale May 2011 - November 2012
Societe Generale May 2010 - May 2011
PIMCO February 2007 - July 2009
PIMCO June 2005 - February 2007
PIMCO February 2005 - May 2005
Bollinger Capital Management August 2004 - December 2004
Skills
Finance, Currency, Capital Markets, Bloomberg, Valuation, Fixed Income, Financial Modeling, Derivatives, Investment Banking, Trading, Private Equity, Investments, Financial Risk, Bonds, Portfolio Management
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
California State University-Fullerton - College of Business and Economics
M.A, Economics
California State University-Fullerton - College of Business and Economics
B.A, Finance
PIMCO May 2013 - August 2015
Janus Capital Group December 2001 - April 2013
Banc of America Advisors, Inc March 2000 - December 2001
Van Kampen Investments 1993 - 2000
Nike Securities, LP June 1992 - December 1993
Indosuez Carr Futures, Inc. August 1990 - June 1992
Skills
Marketing Strategy, Management, Direct Marketing, Asset Management, Mutual Funds, Marketing Communications, Strategic Planning, Marketing, Strategy, Investments, Alternative Investments, Product Marketing, Equities, Series 7, Sales, Retail, Asset Allocation, Wealth Management, Securities, Fixed Income, Hedge Funds, Fixed Annuities, Portfolio Management, Competitive Analysis
Education
Concordia College 1986 — 1990
BA, French, Political Sciences, Humanities, graduated cum laude
Concordia College 1986 — 1990
Bachelor's degree, French Studies
PIMCO November 2014 - Present
Skills
Series 6, Series 63, Fixed Income, Dependable Team Player, Solution Orientated, Asset Management, Bloomberg, Mutual Funds
Education
City University of New York-Hunter College 2006 — 2009
Bachelor's degree, Economics
Private 2014 - Present
PIMCO 2013 - 2013
Tyrian Investments, LP 2012 - 2013
Franklin Templeton Asset Management 2008 - 2012
Temasek Holdings 2007 - 2007
Skills
Equities, Valuation, Equity Research, Financial Modeling, Capital Markets, Bloomberg, Hedge Funds, Fixed Income, Investment Banking, Derivatives, Investments, Portfolio Management, Equity Valuation, Emerging Markets, Alternative Investments
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Value Investing Program
Carnegie Mellon University 2006 — 2008
MS, Financial Engineering
National University of Singapore 1999 — 2003
BS (Honors), Computer Science
High School
Faris Lee Investments April 2011 - Present
Aquent 2007 - March 2011
The Creative Group December 2004 - March 2011
PIMCO June 2005 - June 2007
Thomas Arts 2007 - 2007
Amscan, Inc February 1997 - May 2002
Amscan, Inc 1997 - 2002
Education
Chapman University 1993 — 1995
PIMCO January 2012 - Present
PIMCO July 2009 - December 2011
PIMCO March 2006 - June 2009
Skills
Immigration Law, Performance Management, Microsoft Office, Training & Development, Soft Skills, L, Employee Training, Employee Engagement, Investments, Organizational..., Personnel Management, Strategic Planning
Education
Thomas M. Cooley Law School 2004 — 2004
University of California, Santa Barbara 1997 — 2001
BA, Global & International Studies, emph. Socio-Economics & Politics
Coastline Community College
Paralegal Certificate
PIMCO December 2012 - Present
Barclays Capital July 2010 - November 2012
Colby College: Student Computer Services January 2007 - May 2010
Colby College: Economics Department September 2009 - December 2009
Barclays Capital June 2009 - August 2009
Terrapin Partners: The Water Fund July 2008 - August 2008
Education
Colby College 2006 — 2010
Bachelor of Arts
Business Bridge Program - Tuck School of Business at Dartmouth College
June 2008
Grandeur Peak Global April 2015 - Present
PIMCO November 2012 - March 2015
AKAMAI Capital LLC January 2012 - October 2012
Geomatrix (HK) Ltd, an Opera Solutions company June 2011 - December 2011
The AKAMAI Foundation February 2009 - April 2011
BDA (China) Ltd. 2008 - 2008
'07 ISLP Delegation on Business to CEE 2006 - 2007
KPMG LLP May 2006 - August 2006
Skills
Financial Modeling, DCF, Excel, PowerPoint, LBO, Bloomberg, Microsoft Excel, Equities, Hedge Funds, Capital Markets, Investments, Venture Capital, Due Diligence, Financial Analysis, Equity Research, Finance, Mutual Funds
Education
Bridge Language School
Mandarin language training program
Chaminade University of Honolulu
MBA, Accounting, Finance
University of Colorado at Denver
Graduate Program: Advanced Auditing
University of Northern Colorado
Barak Asset Management September 2006 - Present
BlackRock December 2002 - August 2006
Allianz Global Investors May 1997 - November 2002
PIMCO Advisors, LP._Oppenheimer Capital, LP. - Division of Allianz Group 1997 - 2002
PIMCO 1997 - 2001
Oppenheimer Capital January 1982 - June 1997
Education
City University of New York City College
BS, Business Administration and Minor Accounting
White Oak Global Advisors February 2014 - Present
Vector Capital January 2012 - February 2014
KKR June 2010 - December 2011
Morgan Creek Capital Management June 2008 - June 2010
MBIA Corporation December 2005 - June 2008
PIMCO October 1998 - December 2005
Hewitt Investment Group January 1996 - October 1998
Exxon August 1994 - August 1996
Skills
Hedge Funds, Private Equity, Alternative Investments, Investments, Asset Management, Equities, Emerging Markets, Valuation, Venture Capital, Investment Banking, Due Diligence, Financial Modeling, Capital Markets, Asset Allocation, Investment Strategies
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
MBA - with Distinction, Investment Finance
Gettysburg College 1984 — 1988
BA - Phi Beta Kappa, summa cum laude, Presidential Scholar, Chemistry/Biology
North Allegheny HS 1980 — 1984
Retired April 2014 - Present
PIMCO January 2007 - April 2014
Kramer Levin Naftalis & Frankel LLP September 1991 - October 2006
Shearman and Sterling April 1991 - January 1994
Skills
Securities Regulation, Securities, Hedge Funds, Private Equity, Corporate Governance, Due Diligence, Mutual Funds, Corporate Law, Mergers & Acquisitions, Asset Management, Equities, Alternative Investments, Investments, Capital Markets, Investment Management, Derivatives
Education
Cazenovia College 1969 — 1970
AA
State Street October 2004 - Present
State Street August 2000 - October 2004
PIMCO May 1992 - July 2000
Citizens Mortgage December 1991 - May 1992
Bank of America May 1990 - December 1991
Culver's Construction Company May 1989 - May 1990
Skills
Fixed Income
Education
Chapman University, The George L. Argyros School of Business and Economics 1998 — 1999
MBA, Business Administration and Management, General
Westmont College 1985 — 1989
BA, Economics/Business
PIMCO September 2009 - Present
Capital Group Companies July 2006 - June 2009
Safeco FIS July 2005 - July 2006
Philadelphia Stock Exchange August 2004 - July 2005
American Express Business Finance December 2002 - August 2004
Raytheon July 2000 - December 2002
Affinity Group, Inc. June 1994 - April 2000
Skills
PL/SQL, Sybase
Education
California State University-Los Angeles
B.S., Computer Science
Colorado State University
B.S., Chemical Engineering
PIMCO April 2010 - January 2015
RangeMark Investment Management, Inc. March 2008 - April 2010
Skills
Fixed Income, Hedge Funds, Capital Markets, Financial Modeling, Bloomberg, Derivatives, Portfolio Management, Quantitative Finance, Asset Management, Valuation, Alternative Investments, Structured Products, Equities
Education
Columbia University in the City of New York
Rightsource Distributors June 2014 - Present
Financial Services Broker Dealer July 2012 - June 2014
Lightstone Securities 2010 - 2012
AXA 2006 - 2009
Aver Development Corp 2001 - 2006
PIMCO 1994 - 2001
Skills
Mutual Funds, Series 7, Series 63, Wealth Management, Investments, Alternative Investments, Asset Management, Asset Allocation, Retirement Planning, Financial Services, Relationship Management, Fixed Annuities, FINRA, Equities, Securities, Banking, Strategic Planning, Pensions, Portfolio Management, Finance, Series 6, Life Insurance, Financial Advisory, Investment Management, Separately Managed..., Series 24, Uniform Combined State..., Financial Markets, Hedge Funds, Financial Modeling, Investment Advisory, Bloomberg, Risk Management, ETFs, Private Equity, Insurance, Fixed Income, Retirement, Financial Analysis, Strategic Financial..., Investment Strategies, Wealth Management..., 401k, Financial Planning
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1992 — 1994
Masters, Management
Principia College 1976 — 1980
BA, Business Admin.
PIMCO August 2015 - Present
Columbia Business School August 2013 - May 2015
Bank of America Merrill Lynch July 2012 - July 2013
Bank of America Merrill Lynch July 2009 - June 2012
Lehman Brothers May 2008 - July 2008
Skills
LBO, Financial Modeling, Investment Banking, Valuation, DCF, Private Equity, Capital Markets, Corporate Finance, Equities, Equity Research, Mergers & Acquisitions, Finance
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Indiana University Bloomington 2005 — 2009
Bachelor of Arts, Political Science, Economics, Spanish
PIMCO December 2014 - Present
Chakra Restaurant 2004 - Present
iStar Financial January 2007 - November 2014
AllianceBernstein June 2000 - December 2006
Skills
Asset Managment, Investments, Due Diligence, Real Estate Economics, Valuation, Financial Modeling, Portfolio Management, Private Equity, Capital Markets, Alternative Investments, Hedge Funds, Real Estate, Real Estate Development, Disposition, Asset Management, Commercial Real Estate, Investor Relations, Financial Structuring, Structured Finance, Mergers & Acquisitions, Real Estate Financing, Acquisitions, Investment Properties, Real Estate Transactions, Corporate Development, Finance, Loans
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
Lafayette College 1996 — 2000
BA, Business and Economics
Saddle River Day School 1992 — 1996
Chapman University July 2013 - Present
Chapman University August 2009 - July 2013
Klein Financial Advisors, Inc. July 2008 - July 2009
Jackson Financial Management, Inc January 2008 - July 2008
First Foundation Inc. November 1999 - November 2007
PIMCO March 1995 - February 1999
Skills
Organizational..., Leadership Development, Program Development
Education
Chapman University 2010 — 2011
Master of Arts (M.A.), Organizational Leadership
California State University, Fullerton, College of Business and Economics 1990 — 1994
Bachelors of Science, Businsess Administration, Finance and Economics
Mater Dei High School 1986 — 1990
Diploma, General Education
PIMCO 2011 - Present
Goldman Sachs Asset Management 2003 - 2011
Education
Columbia University - Columbia Business School
Dartmouth College
PIMCO September 2011 - Present
PIMCO January 2005 - October 2009
PIMCO February 2003 - December 2004
Eli Lilly and Company October 1998 - February 2000
SmithKline Beecham July 1992 - May 1997
Skills
Alternative Investments, Derivatives, Asset Management, Equities, Investment Management, Fixed Income, Mutual Funds
Education
University of California, San Diego 2001 — 2003
Master, International Business Management
China Europe International Business School (CEIBS) 1997 — 1998
MBA
Arena Capital Advisors May 2014 - Present
Ares Management August 2009 - April 2014
Deutsche Bank February 2007 - January 2009
State Street 2004 - 2007
PIMCO 2004 - 2007
Trilogy Financial Services 2003 - 2004
Education
Claremont McKenna College 1998 — 2002
BA, Economics
PIMCO October 2012 - Present
Wall Street Prep Financial and Valuation Modeling Self-Study Program May 2012 - Present
Western Asset Management January 2009 - November 2011
Western Asset Management June 2007 - January 2009
Skills
Derivatives, Swaps, Fixed Income, Reconciliation, Markitwire, Bloomberg, Hoovers, Microsoft Word, Microsoft Excel, PowerPoint, Access, MS Excel Pivot Tables, Financial Modeling, Financial Statement...
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2005 — 2007
MBA, Finance and Strategy, 3.85/4.0
University of California, Irvine Extension 2002 — 2003
Certificate, Investor Relations
Tunghai University 1994 — 1998
Bachelor of Arts (B.A.), International Trade
PIMCO July 2014 - Present
UBS Investment Bank 2008 - June 2014
UBS Investment Bank September 2007 - September 2008
Education
Carnegie Mellon University 2003 — 2007
Bachelor of Science (B.S.), Electrical and Computer Engineering
Ghana International School 1990 — 2003
PIMCO October 2014 - Present
S.Arthur Group, LLC 2012 - Present
Education
Congressional Black Caucus - Political Education & Leadership Institute 2015 — 2015
Council of Urban Professionals 2015 — 2015
2015 Fellow
Women's Campaign School at Yale University 2012 — 2012
Political Leadership Certificate, Campaign Strategies
White House Project 2009 — 2011
Certificate in Political Leadership
City University of New York-John Jay College of Criminal Justice 2003 — 2005
MPA, Masters of Public Administration- Concentration: Fiscal Policy & Oversight
City University of New York-John Jay College of Criminal Justice
Post - Graduate Degree, Forensic Psychology
University of North Florida 1996 — 2000
BA, Criminal Justice
PIMCO September 2015 - Present
Southern California Edison (SCE) April 2013 - September 2015
BT Assure January 2012 - April 2013
Booz Allen Hamilton June 2007 - January 2012
Qualcomm September 2005 - June 2007
Qualcomm April 2003 - September 2005
Air Fiber 2001 - 2003
Rite Aid 1999 - 2001
Skills
Information Security, Computer Security, Vulnerability Assessment, Security, Information Assurance, CISSP, Computer Forensics, Information Security..., Network Security, DIACAP, Vulnerability Management, Application Security, Integration, Malware Analysis, Security Architecture..., Security Audits, Risk Assessment, Information Security..., Enterprise Risk..., IT Security Best..., Vulnerability Scanning, Smart Metering, Secure Communications, C&A, Business Process..., Data Privacy, NIST, Incident Response, Security Awareness, Consulting, Encryption, IT Risk Management, Standards Compliance, Security Policy, Process Engineering, NIST 800-53, Customer Engagement, Professional Services, Mentoring, Vulnerability Research, SCADA, Smart Grid, Splunk, ArcSight, Data Analytics, IT Compliance, GREM, Volatility, AMI, SIEM
Education
Dale Carnegie 2014 — 2017
Management Certificate
Champlain College 2009 — 2011
Computer Forensics
Grossmont College 2007 — 2008
Criminal Justice
Western Connecticut State University 1995 — 1996
Meteorology
Buffalo Capital Corporation March 2014 - Present
Buffalo Capital Corporation November 2011 - February 2014
Gurtin Fixed Income Management, LLC June 2010 - September 2011
PIMCO January 2007 - April 2008
PIMCO October 2003 - December 2006
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
Claremont McKenna College 2000 — 2003
BA, Economics
Colgate University 1999 — 2000
eBay Inc January 2014 - Present
PIMCO 2012 - January 2014
Microsoft 2006 - 2012
Carnegie Mellon University 2002 - 2006
Skills
Strong quantitative and..., Extensive knowledge of..., Fluent in Chinese..., Machine Learning, Distributed Systems, Computer Science, Scalability, Software Engineering, Mandarin, Algorithms, Data Mining, Software Design, Software Development, C++, Java, SQL, C, Scrum, Object Oriented Design
Education
University of Washington, Michael G. Foster School of Business 2009 — 2012
Master, Business Administration
Carnegie Mellon University 2002 — 2005
Master, Language Technologies
Fudan University 1999 — 2002
Master, Computer Science
Baywater Shellfish Company April 2014 - Present
PIMCO January 2014 - April 2014
PIMCO August 2012 - January 2014
Skills
Shellfish Farming, Marine Aquaculture, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Economics, Hedge Funds, Equities, Financial Literacy..., Leadership, Nonprofits, Bloomberg Terminal, Investments
Education
Claremont McKenna College 2008 — 2012
Bachelor of Arts (BA), Economics, Government (Dual)
Wellington Management July 2015 - Present
PIMCO December 2014 - July 2015
PIMCO June 2013 - December 2014
AXA Equitable October 2012 - May 2013
AXA Equitable August 2009 - October 2012
AXA Distributors June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Series 7, Fixed Income, Microsoft Excel, Bloomberg
Education
College of the Holy Cross 2005 — 2009
BA, Economics
PIMCO October 2013 - Present
City of Charleston June 2013 - July 2013
Merrill Lynch June 2011 - August 2012
Skills
Microsoft Office, Research, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Financial Modeling, Financial Analysis, Sales, Management, Leadership, Data Analysis, Public Speaking, Event Planning, Social Networking, Social Media, Finance
Education
College of Charleston 2010 — 2013
Bachelor of Science (B.S.), Business Administration, Concentration in Finance
Marist College 2009 — 2010
Bishop Stang High School
loanDepot LLC June 2015 - Present
Rincon Point Capital September 2011 - Present
Miramar Group July 2013 - March 2015
PIMCO June 2012 - July 2013
Goldman Sachs May 2009 - October 2011
UBS Investment Bank August 2005 - April 2009
Skills
Private Equity, Venture Capital, Mergers, Structured Finance, Trading, Financial Structuring, Investment Banking, Mergers & Acquisitions, Portfolio Management, Equities, Alternative Investments, Capital Markets, Investments, Valuation, Financial Modeling, Finance, Derivatives, Structured Products, Corporate Finance, Fixed Income, Hedge Funds, Asset Management
Education
Columbia University in the City of New York
Davidson College
Woodberry Forest
BlackRock March 2014 - Present
PIMCO January 2010 - January 2014
White & Case February 2009 - December 2009
UBS O'Connor October 2007 - November 2008
Credit Suisse March 2005 - August 2007
Miller Buckfire May 2003 - April 2005
Skills
Hedge Funds, Equities, Fixed Income, Capital Markets, Investment Banking, Private Equity, Valuation, Financial Modeling, Alternative Investments, Portfolio Management, Bloomberg, Asset Managment, Investments, Due Diligence, Leveraged Finance, private placements
Education
Columbia University in the City of New York 1999 — 2003
Bachelor of Science (BS), Computer Engineering
PIMCO July 2012 - Present
AIG December 2004 - July 2012
NADAP December 2001 - December 2004
Fox Associates June 2000 - September 2001
Paramount Pictures June 1999 - February 2000
Country Road 1997 - 1999
Skills
Concur, Office Management, Access, Calendaring, Expense Management, Executive Support, Microsoft Office, Travel Arrangements, Outlook, Event Management, Calendars, Salesforce.com, NYS Notary Public, Expense Reports, Invoicing, Administrative..., Event Planning, Management, Customer Service, Office Administration
Education
City University of New York City College 1995 — 2000
BA, Communications
Pharmavite May 2013 - Present
Alliance HealthCare Services February 2010 - October 2012
PIMCO August 2008 - January 2010
Skills
Employee Relations, Onboarding, HRIS, Leadership, Benefits Administration, Applicant Tracking..., Talent Acquisition, Process Improvement, Team Building, Performance Management, HIPAA
Education
Claremont Graduate University
Master's Degree, Human Resources
Claremont McKenna College
Bachelor's Degree, Psychology/Philosophy
PIMCO January 2011 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Chapman University
PIMCO
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (MBA)
Claremont McKenna College 1989 — 1993
Bachelor of Arts (B.A.), Mathematics and Economics