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
Jeffery M. Rowe, CFA Jeffery M. Rowe, CFA's PIMCO Experience January 2013 - June 2014
Job MBA Candidate 2016 at Indiana University Kelley School of Business
Industry Financial Services
Experience
Broadcom June 2015 - August 2015
PIMCO January 2013 - June 2014
PIMCO January 2012 - December 2012
PIMCO August 2010 - December 2011
PNC July 2010 - August 2010
PNC February 2009 - July 2010
Fannie Mae August 2007 - January 2009
Skills
Data Analysis, Financial Modeling, Supervisory Skills, Financial Analysis, Project Management, VBA, SQL, Fixed Income, Capital Markets, Asset Management, Derivatives, Mutual Funds, Equities, Peer Mentoring, Work Ethic, Analysis, Leadership
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA)
Gettysburg College 2003 — 2007
Bachelor of Arts, Economics, Magna Cum Laude and Economics Major Departmental Honors
Franklin University Switzerland 2005 — 2005
Broadcom June 2015 - August 2015
PIMCO January 2013 - June 2014
PIMCO January 2012 - December 2012
PIMCO August 2010 - December 2011
PNC July 2010 - August 2010
PNC February 2009 - July 2010
Fannie Mae August 2007 - January 2009
Skills
Data Analysis, Financial Modeling, Supervisory Skills, Financial Analysis, Project Management, VBA, SQL, Fixed Income, Capital Markets, Asset Management, Derivatives, Mutual Funds, Equities, Peer Mentoring, Work Ethic, Analysis, Leadership
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA)
Gettysburg College 2003 — 2007
Bachelor of Arts, Economics, Magna Cum Laude and Economics Major Departmental Honors
Franklin University Switzerland 2005 — 2005
Cory McNamara Cory McNamara's PIMCO Experience September 2014 - Present
Job Internal Advisor Consultant at PIMCO Investments
Industry Financial Services
Experience
PIMCO September 2014 - Present
Fidelity Investments November 2009 - August 2014
Skills
General Securities..., Uniform Combined State..., Business Valuation, Valuation Modeling, DCF Valuation, Bond Pricing, Bloomberg Terminal, Fixed Income, Investment Banking, Valuation, Investments, Private Equity, Bonds, Financial Services, Bloomberg, Series 7, Series 63, Fixed Income Analysis, Corporate Finance, Mutual Funds, Financial Modeling, Investment Advisory
Education
Xavier University 2011 — 2014
Master of Business Administration (MBA), Finance
Eastern Kentucky University 2005 — 2009
Bachelor of Science (BS), Finance, General
PIMCO September 2014 - Present
Fidelity Investments November 2009 - August 2014
Skills
General Securities..., Uniform Combined State..., Business Valuation, Valuation Modeling, DCF Valuation, Bond Pricing, Bloomberg Terminal, Fixed Income, Investment Banking, Valuation, Investments, Private Equity, Bonds, Financial Services, Bloomberg, Series 7, Series 63, Fixed Income Analysis, Corporate Finance, Mutual Funds, Financial Modeling, Investment Advisory
Education
Xavier University 2011 — 2014
Master of Business Administration (MBA), Finance
Eastern Kentucky University 2005 — 2009
Bachelor of Science (BS), Finance, General
Karen Ouyang Karen Ouyang's PIMCO Experience November 2014 - Present
Job Communications Associate at PIMCO
Industry Financial Services
Experience
PIMCO November 2014 - Present
SW Asset Management January 2013 - November 2014
Harvey & Company LLC August 2012 - December 2012
Kitagawa & Ebert, P.C. March 2010 - February 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Quicken, Data Analysis, Market Research, Capital IQ, Wordperfect, Trading, Management, Investments
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
Fudan University
PIMCO November 2014 - Present
SW Asset Management January 2013 - November 2014
Harvey & Company LLC August 2012 - December 2012
Kitagawa & Ebert, P.C. March 2010 - February 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Quicken, Data Analysis, Market Research, Capital IQ, Wordperfect, Trading, Management, Investments
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
Fudan University
Abigail Fontes Abigail Fontes's PIMCO Experience November 2011 - March 2013
Job Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management April 2013 - Present
PIMCO November 2011 - March 2013
BlackRock Financial Management July 2008 - December 2011
Care USA August 2007 - August 2007
Clarity Consulting, Inc June 2006 - June 2007
S&C Electric Company May 2005 - August 2005
Skills
Compliance, Financial Technology, Project Planning, Financial Modeling, Quantitative Analytics, Bloomberg, VBA, BlackRock Aladdin, Risk Management, Business Analysis, Program Implementation, Valuation, Asset Management
Education
Duke University 2007 — 2008
Master, Engineering Management
University of Illinois 2002 — 2006
Bachelor of Science, Electrical Engineering
St Mary's
Oaktree Capital Management April 2013 - Present
PIMCO November 2011 - March 2013
BlackRock Financial Management July 2008 - December 2011
Care USA August 2007 - August 2007
Clarity Consulting, Inc June 2006 - June 2007
S&C Electric Company May 2005 - August 2005
Skills
Compliance, Financial Technology, Project Planning, Financial Modeling, Quantitative Analytics, Bloomberg, VBA, BlackRock Aladdin, Risk Management, Business Analysis, Program Implementation, Valuation, Asset Management
Education
Duke University 2007 — 2008
Master, Engineering Management
University of Illinois 2002 — 2006
Bachelor of Science, Electrical Engineering
St Mary's
Meghan McFarland's PIMCO Experience March 2013 - Present
Job Senior Executive Assistant at PIMCO
Industry Investment Management
Experience
PIMCO March 2013 - Present
606 R&D May 2012 - February 2013
Momofuku Milk Bar July 2011 - October 2012
The Elizabeth Grady Company August 2005 - July 2011
Skills
CRM, Leadership, Management, Sales, Strategy, Customer Satisfaction, Social Networking
Education
CUNY New York City College of Technology 2011 — 2013
BSN, Nurse Midwife/Nursing Midwifery
Elizabeth Grady School of Esthetics and Massage Therapy 2005 — 2005
600 Hours, Esthetics & Makeup Artistry
PIMCO March 2013 - Present
606 R&D May 2012 - February 2013
Momofuku Milk Bar July 2011 - October 2012
The Elizabeth Grady Company August 2005 - July 2011
Skills
CRM, Leadership, Management, Sales, Strategy, Customer Satisfaction, Social Networking
Education
CUNY New York City College of Technology 2011 — 2013
BSN, Nurse Midwife/Nursing Midwifery
Elizabeth Grady School of Esthetics and Massage Therapy 2005 — 2005
600 Hours, Esthetics & Makeup Artistry
Chris Ropko's PIMCO Experience January 2011 - January 2013
Job Senior Director at RobertDouglas
Industry Capital Markets
Experience
RobertDouglas January 2013 - Present
PIMCO January 2011 - January 2013
Goldman Sachs July 2007 - January 2011
Education
Cornell University
Bachelor of Science (B.S.), Hotel/Motel Administration/Management
King's College
Northwest High School
RobertDouglas January 2013 - Present
PIMCO January 2011 - January 2013
Goldman Sachs July 2007 - January 2011
Education
Cornell University
Bachelor of Science (B.S.), Hotel/Motel Administration/Management
King's College
Northwest High School
Andrea Brezing Andrea Brezing's PIMCO Experience August 2013 - Present
Job Vice President at PIMCO
Industry Investment Management
Experience
PIMCO August 2013 - Present
University of Chicago Booth School of Business September 2011 - June 2013
PIMCO June 2012 - August 2012
Protege Partners July 2009 - August 2011
Goldman, Sachs & Co. July 2006 - July 2009
Skills
Hedge Funds, Investments, Portfolio Management, Economics, Investment Management, Valuation, Bloomberg, Equities, Private Equity, Alternative Investments, Fixed Income, Financial Modeling, Investment Banking, Equity Research, Derivatives, Asset Managment, Capital Markets, Analysis, Management, Capital IQ
Education
London Business School 2013 — 2013
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Duke University 2002 — 2006
Bachelor of Arts, Public Policy, Economics
PIMCO August 2013 - Present
University of Chicago Booth School of Business September 2011 - June 2013
PIMCO June 2012 - August 2012
Protege Partners July 2009 - August 2011
Goldman, Sachs & Co. July 2006 - July 2009
Skills
Hedge Funds, Investments, Portfolio Management, Economics, Investment Management, Valuation, Bloomberg, Equities, Private Equity, Alternative Investments, Fixed Income, Financial Modeling, Investment Banking, Equity Research, Derivatives, Asset Managment, Capital Markets, Analysis, Management, Capital IQ
Education
London Business School 2013 — 2013
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Duke University 2002 — 2006
Bachelor of Arts, Public Policy, Economics
Lauren McLeod Lauren McLeod's PIMCO Experience July 2014 - October 2014
Job Architectural Designer at MacLeod Design & Construction
Industry Architecture & Planning
Experience
MacLeod Design & Construction February 2015 - Present
Advanced Home Energy November 2014 - March 2015
PIMCO July 2014 - October 2014
UC Berkeley October 2011 - May 2014
TEVERETERNO August 2013 - December 2013
Panoramic Interests January 2012 - May 2012
University of California, Berkeley Art Museum and Pacific Film Archive September 2010 - November 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Photoshop, Social Media, AutoCAD, Rhino, 3D Modeling, Model Making, Hand Drafting, Digital Libraries, ARTstor, Customer Service, Teamwork, Illustrator
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Architecture
Freie Universität Berlin
MacLeod Design & Construction February 2015 - Present
Advanced Home Energy November 2014 - March 2015
PIMCO July 2014 - October 2014
UC Berkeley October 2011 - May 2014
TEVERETERNO August 2013 - December 2013
Panoramic Interests January 2012 - May 2012
University of California, Berkeley Art Museum and Pacific Film Archive September 2010 - November 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Photoshop, Social Media, AutoCAD, Rhino, 3D Modeling, Model Making, Hand Drafting, Digital Libraries, ARTstor, Customer Service, Teamwork, Illustrator
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Architecture
Freie Universität Berlin
Vanessa Trinh Vanessa Trinh's PIMCO Experience October 2014 - Present
Job Private Equity Associate at PIMCO
Industry Real Estate
Experience
PIMCO October 2014 - Present
PIMCO August 2014 - October 2014
Dartmouth College June 2011 - June 2014
PIMCO June 2013 - August 2013
Overseas Private Investment Corporation October 2012 - December 2012
U.S. Department of State September 2012 - December 2012
American Bar Association December 2011 - March 2012
Montgomery County Public Schools May 2009 - June 2010
Skills
Private Equity, Financial Modeling, Portfolio Management, Data Analysis, Policy Analysis, Strategy, Financial Analysis, Foreign Investment, Research, Real Estate, Risk Analysis, International Trade, Project Management, Product Management, Microsoft Office, Public Relations, Writing, Social Media, Web Development, Government, Qualitative Research, Editing, Portfolio Performance..., Microsoft Excel, Bloomberg Terminal, Budget Management, PowerPoint, Public Speaking, Event Planning, Spanish, Leadership, Analysis, Finance, Microsoft Word, Community Outreach, Economics, Investments
Education
Dartmouth College 2010 — 2014
Bachelor of Arts, Economics, Government
Colonel Zadok Magruder High School 2006 — 2010
PIMCO October 2014 - Present
PIMCO August 2014 - October 2014
Dartmouth College June 2011 - June 2014
PIMCO June 2013 - August 2013
Overseas Private Investment Corporation October 2012 - December 2012
U.S. Department of State September 2012 - December 2012
American Bar Association December 2011 - March 2012
Montgomery County Public Schools May 2009 - June 2010
Skills
Private Equity, Financial Modeling, Portfolio Management, Data Analysis, Policy Analysis, Strategy, Financial Analysis, Foreign Investment, Research, Real Estate, Risk Analysis, International Trade, Project Management, Product Management, Microsoft Office, Public Relations, Writing, Social Media, Web Development, Government, Qualitative Research, Editing, Portfolio Performance..., Microsoft Excel, Bloomberg Terminal, Budget Management, PowerPoint, Public Speaking, Event Planning, Spanish, Leadership, Analysis, Finance, Microsoft Word, Community Outreach, Economics, Investments
Education
Dartmouth College 2010 — 2014
Bachelor of Arts, Economics, Government
Colonel Zadok Magruder High School 2006 — 2010
Carlos Russell's PIMCO Experience June 2005 - January 2009
Job Aircraft Mechanic II L3 Communications Fort Bragg, NC
Industry Aviation & Aerospace
Experience
L-3 Communications October 2014 - Present
AAR CORP. August 2014 - October 2014
St aerospace June 2014 - August 2014
Aviation Technical Services April 2014 - June 2014
L-3 Communications May 2009 - February 2014
Pimco June 2005 - January 2009
Skills
Aviation, Aircraft, Aircraft Maintenance, Aerospace, Commercial Aviation, Helicopters, Maintenance, Military, SAP, Civil Aviation, Lean Manufacturing, Defense, Sheet Metal, Mechanics, Airworthiness, DoD, Security Clearance, Aeronautics, Maintenance
Education
Eastern Kentucky University 2002 — 2005
Associate's degree, Accounting
Emma Samson high school 1999 — 2002
Business, Business
L-3 Communications October 2014 - Present
AAR CORP. August 2014 - October 2014
St aerospace June 2014 - August 2014
Aviation Technical Services April 2014 - June 2014
L-3 Communications May 2009 - February 2014
Pimco June 2005 - January 2009
Skills
Aviation, Aircraft, Aircraft Maintenance, Aerospace, Commercial Aviation, Helicopters, Maintenance, Military, SAP, Civil Aviation, Lean Manufacturing, Defense, Sheet Metal, Mechanics, Airworthiness, DoD, Security Clearance, Aeronautics, Maintenance
Education
Eastern Kentucky University 2002 — 2005
Associate's degree, Accounting
Emma Samson high school 1999 — 2002
Business, Business
Traci Cox's PIMCO Experience September 2000 - August 2012
Job Legal Assistant
Industry Investment Management
Experience
Pacific Life September 2012 - Present
Concordia University Irvine 2013 - 2013
PIMCO September 2000 - August 2012
Skills
Asset Management, Asset Managment, Bonds, Derivatives, Due Diligence, Equities, Fixed Income, Insurance, Investments, Legal Compliance, Management, Microsoft Excel, Microsoft Office, Mutual Funds, New Business Development, Securities
Education
Concordia University Irvine 2013 — 2015
Bachelor’s Degree, Industrial and Organizational Psychology, Dean's List
Saddleback College
Pacific Life September 2012 - Present
Concordia University Irvine 2013 - 2013
PIMCO September 2000 - August 2012
Skills
Asset Management, Asset Managment, Bonds, Derivatives, Due Diligence, Equities, Fixed Income, Insurance, Investments, Legal Compliance, Management, Microsoft Excel, Microsoft Office, Mutual Funds, New Business Development, Securities
Education
Concordia University Irvine 2013 — 2015
Bachelor’s Degree, Industrial and Organizational Psychology, Dean's List
Saddleback College
Tiffany Lawson Tiffany Lawson's PIMCO Experience June 2013 - March 2014
Job National Digital Traffic Coordinator at Comcast Spotlight
Industry Marketing and Advertising
Experience
Comcast Spotlight March 2014 - Present
PIMCO June 2013 - March 2014
Fairfield University December 2010 - May 2013
Fairfield University September 2009 - May 2013
Oxford Communications June 2012 - July 2012
University of Pennsylvania June 2011 - June 2012
Nike Softball Camp June 2011 - June 2011
Skills
Microsoft Office 2008..., Microsoft Excel, Marketing Communications, Social Media, Event Planning, Research
Education
Fairfield University 2009 — 2013
Marketing/Marketing Management, General, Senior
Germantown Academy 2006 — 2009
Comcast Spotlight March 2014 - Present
PIMCO June 2013 - March 2014
Fairfield University December 2010 - May 2013
Fairfield University September 2009 - May 2013
Oxford Communications June 2012 - July 2012
University of Pennsylvania June 2011 - June 2012
Nike Softball Camp June 2011 - June 2011
Skills
Microsoft Office 2008..., Microsoft Excel, Marketing Communications, Social Media, Event Planning, Research
Education
Fairfield University 2009 — 2013
Marketing/Marketing Management, General, Senior
Germantown Academy 2006 — 2009
Yashvir Karki Yashvir Karki's PIMCO Experience July 2014 - Present
Job Sr. SharePoint Developer
Industry Financial Services
Experience
PIMCO July 2014 - Present
Assign Corp. March 2013 - July 2014
Assign Corp. December 2010 - March 2013
L&T Infotech May 2005 - December 2010
altenergy india May 2002 - June 2004
Skills
Microsoft Office..., SharePoint, ASP.NET, jQuery, C#, Windows Sharepoint..., Web Development, SharePoint Designer, OSIsoft PI, ASP.NET AJAX, SSRS, InfoPath, XSLT, Performance Point, TFS, HTML, Microsoft SQL Server, VB.NET, Agile Methodologies, Web Services, WCF, .NET, ASP.NET MVC
Education
Guru Gobind Singh Indraprastha University 2001 — 2004
Bachelor of Technology (B.Tech.), Computer Science
PIMCO July 2014 - Present
Assign Corp. March 2013 - July 2014
Assign Corp. December 2010 - March 2013
L&T Infotech May 2005 - December 2010
altenergy india May 2002 - June 2004
Skills
Microsoft Office..., SharePoint, ASP.NET, jQuery, C#, Windows Sharepoint..., Web Development, SharePoint Designer, OSIsoft PI, ASP.NET AJAX, SSRS, InfoPath, XSLT, Performance Point, TFS, HTML, Microsoft SQL Server, VB.NET, Agile Methodologies, Web Services, WCF, .NET, ASP.NET MVC
Education
Guru Gobind Singh Indraprastha University 2001 — 2004
Bachelor of Technology (B.Tech.), Computer Science
Christopher Quagliata Christopher Quagliata's PIMCO Experience September 2015 - Present
Job Associate, Internal Advisor Consultant at PIMCO
Industry Financial Services
Experience
PIMCO September 2015 - Present
ICAP North America September 2011 - September 2015
WFUV September 2007 - May 2011
ICAP June 2010 - August 2010
Westwood One January 2010 - May 2010
Skills
Word, PowerPoint, Excel, Social Media, Sports, Microsoft Excel, Microsoft Word, Facebook, Broadcast, Editing, Hedge Funds, Social Media Marketing, Radio, Advertising, Finance, Public Speaking, Social Networking, Microsoft Office
Education
Fordham University 2007 — 2011
Bachelor's, Major: Business Administration (Finance), Minor: Communications
South Side High School 2003 — 2007
PIMCO September 2015 - Present
ICAP North America September 2011 - September 2015
WFUV September 2007 - May 2011
ICAP June 2010 - August 2010
Westwood One January 2010 - May 2010
Skills
Word, PowerPoint, Excel, Social Media, Sports, Microsoft Excel, Microsoft Word, Facebook, Broadcast, Editing, Hedge Funds, Social Media Marketing, Radio, Advertising, Finance, Public Speaking, Social Networking, Microsoft Office
Education
Fordham University 2007 — 2011
Bachelor's, Major: Business Administration (Finance), Minor: Communications
South Side High School 2003 — 2007
Robyn Wernberg's PIMCO Experience April 2014 - August 2014
Job Sole Recruiter "changing lives one position at a time"
Industry Human Resources
Experience
Sole Recruiter June 2014 - Present
PIMCO April 2014 - August 2014
Owner March 2014 - July 2014
Hamline University 2007 - 2011
Skills
Cpr Certified, Fitness, Nutrition, Wellness Coaching, Nutrition Education, AED, Personal Training, Athletics, Fitness Training, Health Education, Strength, Sports Nutrition, Strength Training
Education
Hamline University 2007 — 2011
Exercise & Sports Science; Psychology, Kinesiology and Exercise Science; Psychology
Sole Recruiter June 2014 - Present
PIMCO April 2014 - August 2014
Owner March 2014 - July 2014
Hamline University 2007 - 2011
Skills
Cpr Certified, Fitness, Nutrition, Wellness Coaching, Nutrition Education, AED, Personal Training, Athletics, Fitness Training, Health Education, Strength, Sports Nutrition, Strength Training
Education
Hamline University 2007 — 2011
Exercise & Sports Science; Psychology, Kinesiology and Exercise Science; Psychology
Omar Olivarria's PIMCO Experience January 2014 - Present
Job Asset Manager/Analyst
Industry Investment Management
Experience
Carrington Mortgage Services, Mortgage Lending Division March 2015 - Present
PIMCO January 2014 - Present
Auction.com February 2009 - September 2013
Irvine Company June 2007 - January 2009
LandAmerica Lawyers Title January 2005 - June 2007
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Bilingual, Human Resources, Real Estate Transactions, Disclosure, Access, Office Management, Outlook, Real Estate, Investment Properties, Sales, Marketing, Foreclosures, Negotiation, Investments, Team Building, Asset Management, Leadership
Education
Anaheim High School 1995 — 1999
Fullerton College
Associate of Arts (AA), General Studies
Carrington Mortgage Services, Mortgage Lending Division March 2015 - Present
PIMCO January 2014 - Present
Auction.com February 2009 - September 2013
Irvine Company June 2007 - January 2009
LandAmerica Lawyers Title January 2005 - June 2007
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Bilingual, Human Resources, Real Estate Transactions, Disclosure, Access, Office Management, Outlook, Real Estate, Investment Properties, Sales, Marketing, Foreclosures, Negotiation, Investments, Team Building, Asset Management, Leadership
Education
Anaheim High School 1995 — 1999
Fullerton College
Associate of Arts (AA), General Studies
Michael Latona, CFP® Michael Latona, CFP®'s PIMCO Experience June 2014 - Present
Job Hybrid Advisor Consultant at PIMCO
Industry Investment Management
Experience
PIMCO June 2014 - Present
PIMCO January 2014 - January 2015
PIMCO September 2010 - January 2014
Merrill Lynch June 2006 - September 2010
UBS May 2001 - June 2006
Skills
Wealth Management, Sales, Fixed Income, Investment Strategies, Asset Allocation, Investments, Finance, Mutual Funds, Alternative Investments, Asset Management, Portfolio Management, Investment Advisory, Securities
Education
Ramapo College of NJ 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Fairleigh Dickinson University
PIMCO June 2014 - Present
PIMCO January 2014 - January 2015
PIMCO September 2010 - January 2014
Merrill Lynch June 2006 - September 2010
UBS May 2001 - June 2006
Skills
Wealth Management, Sales, Fixed Income, Investment Strategies, Asset Allocation, Investments, Finance, Mutual Funds, Alternative Investments, Asset Management, Portfolio Management, Investment Advisory, Securities
Education
Ramapo College of NJ 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Fairleigh Dickinson University
Justin Blesy, CFA Justin Blesy, CFA's PIMCO Experience August 2012 - Present
Job Product Manager at PIMCO
Industry Investment Management
Experience
PIMCO August 2012 - Present
University of Chicago Booth School of Business July 2010 - June 2012
PIMCO June 2011 - August 2011
Oliver Wyman August 2009 - July 2010
Oliver Wyman August 2006 - July 2009
Mercer Oliver Wyman June 2005 - August 2005
Skills
Financial Modeling, Financial Services, Management Consulting, Economics, Business Strategy, Valuation, Risk Management, Segmentation, Competitive Analysis, Product Management, Asset Allocation, Fixed Income, Mutual Funds, Alternative Investments, Investment Management, Portfolio Optimization
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Economics, Finance, General Management
Dartmouth College 2002 — 2006
Bachelor of Arts (B.A.), Economics, Government
PIMCO August 2012 - Present
University of Chicago Booth School of Business July 2010 - June 2012
PIMCO June 2011 - August 2011
Oliver Wyman August 2009 - July 2010
Oliver Wyman August 2006 - July 2009
Mercer Oliver Wyman June 2005 - August 2005
Skills
Financial Modeling, Financial Services, Management Consulting, Economics, Business Strategy, Valuation, Risk Management, Segmentation, Competitive Analysis, Product Management, Asset Allocation, Fixed Income, Mutual Funds, Alternative Investments, Investment Management, Portfolio Optimization
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Economics, Finance, General Management
Dartmouth College 2002 — 2006
Bachelor of Arts (B.A.), Economics, Government
Brij Khurana Brij Khurana's PIMCO Experience June 2011 - Present
Job Fixed Income Portfolio Manager, PIMCO
Industry Investment Management
Experience
PIMCO June 2011 - Present
Goldman, Sachs & Co. June 2007 - June 2009
Skills
Financial Modeling, Valuation, Hedge Funds, Portfolio Management, Fixed Income, Corporate Finance, Equities, Investment Banking, Investments, Bloomberg, Emerging Markets, Alternative Investments, Capital Markets, High Yield, Equity Research
Education
Harvard Business School 2009 — 2011
Princeton University 2003 — 2007
BA, Economics, Finance
PIMCO June 2011 - Present
Goldman, Sachs & Co. June 2007 - June 2009
Skills
Financial Modeling, Valuation, Hedge Funds, Portfolio Management, Fixed Income, Corporate Finance, Equities, Investment Banking, Investments, Bloomberg, Emerging Markets, Alternative Investments, Capital Markets, High Yield, Equity Research
Education
Harvard Business School 2009 — 2011
Princeton University 2003 — 2007
BA, Economics, Finance
Robert Larsen's PIMCO Experience 2011 - 2013
Job
Industry Financial Services
Experience
MG Properties Group 2015 - Present
Rising Realty Partners 2015 - 2015
Platinum Equity 2014 - 2014
PIMCO 2011 - 2013
Profit Recovery Partners 2010 - 2011
LockCreek Inc. 2007 - 2010
Skills
Investments, Valuation, Mergers & Acquisitions, Equities, Due Diligence, Business Development, Originations, Private Equity, Investment Banking, Global Business..., Entrepreneurship, Fixed Income, Real Estate Private..., Venture Capital, Start-ups, Start-up Ventures, Technology, Crowdfunding, Investment Management, Financial Modeling, Asset Management, Corporate Finance, Portfolio Management, Management
Education
Duke University - Fuqua School of Business
Master of Business Administration (MBA), Finance
University of Southern California
Bachelor of Science (B.S.), Business Administration and Management, Real Estate Finance
MG Properties Group 2015 - Present
Rising Realty Partners 2015 - 2015
Platinum Equity 2014 - 2014
PIMCO 2011 - 2013
Profit Recovery Partners 2010 - 2011
LockCreek Inc. 2007 - 2010
Skills
Investments, Valuation, Mergers & Acquisitions, Equities, Due Diligence, Business Development, Originations, Private Equity, Investment Banking, Global Business..., Entrepreneurship, Fixed Income, Real Estate Private..., Venture Capital, Start-ups, Start-up Ventures, Technology, Crowdfunding, Investment Management, Financial Modeling, Asset Management, Corporate Finance, Portfolio Management, Management
Education
Duke University - Fuqua School of Business
Master of Business Administration (MBA), Finance
University of Southern California
Bachelor of Science (B.S.), Business Administration and Management, Real Estate Finance
Christina Goodridge Christina Goodridge's PIMCO Experience August 2007 - April 2013
Job Executive Assistant at Invesco Ltd.
Industry Real Estate
Experience
Invesco Ltd. August 2014 - Present
Colliers-International August 2013 - July 2014
PIMCO August 2007 - April 2013
Pacific Investment Management Company August 2007 - April 2013
Skills
Management, Outlook, Financial Analysis, Asset Allocation, Interviews, Investments, Policy, Equities, Hedge Funds, Alternative Investments, Leases, Mutual Funds, Asset Management, Analytics, Dreamweaver, InDesign, Portfolio Management, Brokerage, PowerPoint, Customer Service, Microsoft Excel
Education
Georgia State University
Spelman College
Invesco Ltd. August 2014 - Present
Colliers-International August 2013 - July 2014
PIMCO August 2007 - April 2013
Pacific Investment Management Company August 2007 - April 2013
Skills
Management, Outlook, Financial Analysis, Asset Allocation, Interviews, Investments, Policy, Equities, Hedge Funds, Alternative Investments, Leases, Mutual Funds, Asset Management, Analytics, Dreamweaver, InDesign, Portfolio Management, Brokerage, PowerPoint, Customer Service, Microsoft Excel
Education
Georgia State University
Spelman College
Amy Wang Amy Wang's PIMCO Experience November 2010 - April 2013
Job MBA Candidate at Cornell University Johnson
Industry Financial Services
Experience
Dimensional Fund Advisors May 2015 - August 2015
Guggenheim Partners June 2014 - July 2014
PIMCO November 2010 - April 2013
PIMCO June 2008 - November 2010
Colony Capital, LLC March 2007 - April 2008
SunAmerica Financial Group February 2006 - March 2007
UCLA Anderson School of Management September 2005 - February 2006
Merrill Lynch June 2005 - September 2005
Skills
Private Equity, Fixed Income, Strategy, Portfolio Management, Investments, Investment Strategies, Investment Management, Entrepreneurship, Strategic Partnerships, Equities, Finance, Due Diligence, Valuation, Mutual Funds, Bloomberg, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Capital Markets and Asset Management (CMAM)
University of California, Los Angeles 2004 — 2008
B.A., Economics
Rancho Cucamonga High School 2000 — 2004
High School Diploma, 4.52/4.00
Dimensional Fund Advisors May 2015 - August 2015
Guggenheim Partners June 2014 - July 2014
PIMCO November 2010 - April 2013
PIMCO June 2008 - November 2010
Colony Capital, LLC March 2007 - April 2008
SunAmerica Financial Group February 2006 - March 2007
UCLA Anderson School of Management September 2005 - February 2006
Merrill Lynch June 2005 - September 2005
Skills
Private Equity, Fixed Income, Strategy, Portfolio Management, Investments, Investment Strategies, Investment Management, Entrepreneurship, Strategic Partnerships, Equities, Finance, Due Diligence, Valuation, Mutual Funds, Bloomberg, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Capital Markets and Asset Management (CMAM)
University of California, Los Angeles 2004 — 2008
B.A., Economics
Rancho Cucamonga High School 2000 — 2004
High School Diploma, 4.52/4.00
Peter Thoms, CFA Peter Thoms, CFA's PIMCO Experience June 1999 - February 2002
Job Founder & Portfolio Manager at Orion Capital Management LLC
Industry Investment Management
Experience
Orion Capital Management LLC May 2002 - Present
PIMCO June 1999 - February 2002
Federated Investors 1998 - 1999
U.S. Navy 1989 - 1993
Skills
Asset Management, Investments, Portfolio Management, Asset Managment, Investment Advisory, Financial Modeling, Retirement Planning, Investment Management, Alternative Investments, Strategic Planning, Pensions, Financial Analysis, Hedge Funds, Equity Research, Equities, Investment Strategies, Asset Allocation, Private Equity, Valuation, Emerging Markets, Venture Capital, Fixed Income
Education
University of Virginia Darden School of Business 1996 — 1998
MBA, Finance
Hamilton College 1985 — 1989
BA, International Affairs
Salzburg International Preparatory School 1983 — 1985
International Community School, Addis Ababa, Ethiopia 1981 — 1983
Orion Capital Management LLC May 2002 - Present
PIMCO June 1999 - February 2002
Federated Investors 1998 - 1999
U.S. Navy 1989 - 1993
Skills
Asset Management, Investments, Portfolio Management, Asset Managment, Investment Advisory, Financial Modeling, Retirement Planning, Investment Management, Alternative Investments, Strategic Planning, Pensions, Financial Analysis, Hedge Funds, Equity Research, Equities, Investment Strategies, Asset Allocation, Private Equity, Valuation, Emerging Markets, Venture Capital, Fixed Income
Education
University of Virginia Darden School of Business 1996 — 1998
MBA, Finance
Hamilton College 1985 — 1989
BA, International Affairs
Salzburg International Preparatory School 1983 — 1985
International Community School, Addis Ababa, Ethiopia 1981 — 1983
Shahid Saigol Shahid Saigol's PIMCO Experience 2002 - 2007
Job VP Sales at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners April 2011 - Present
Janus Capital Group 2007 - 2011
PIMCO 2002 - 2007
Van Kampen Funds 1995 - 2002
Skills
CIMA
Education
Drexel University - College of Business and Administration 1981 — 1985
Bachelor's degree, Finance, General
Bishop Eustace
Virtus Investment Partners April 2011 - Present
Janus Capital Group 2007 - 2011
PIMCO 2002 - 2007
Van Kampen Funds 1995 - 2002
Skills
CIMA
Education
Drexel University - College of Business and Administration 1981 — 1985
Bachelor's degree, Finance, General
Bishop Eustace
Fei He, CFA Fei He, CFA's PIMCO Experience November 2010 - October 2014
Job Quantitative Analyst of MacroAsset Allocation at DoubleLine Group LP
Industry Investment Management
Experience
DoubleLine Group LP October 2014 - Present
PIMCO November 2010 - October 2014
Western Asset Management June 2010 - August 2010
Absolute Return Capital Advisors, LLC December 2006 - December 2009
Skills
Risk Management, Bloomberg, Derivatives, Financial Modeling, Fixed Income, Quantitative Analytics, Quantitative Finance, Quantitative Research, Analytics, Hedge Funds
Education
UCLA Anderson School of Management 2010 — 2010
M.S., Financial Engineering
David Geffen School of Medicine at UCLA 2000 — 2006
Ph.D., Molecular & Medical Pharmacology
Tsinghua University 1996 — 2000
B.S., Biological Sciences & Biotechnology
Wuhan Foreign Language School 1990 — 1996
DoubleLine Group LP October 2014 - Present
PIMCO November 2010 - October 2014
Western Asset Management June 2010 - August 2010
Absolute Return Capital Advisors, LLC December 2006 - December 2009
Skills
Risk Management, Bloomberg, Derivatives, Financial Modeling, Fixed Income, Quantitative Analytics, Quantitative Finance, Quantitative Research, Analytics, Hedge Funds
Education
UCLA Anderson School of Management 2010 — 2010
M.S., Financial Engineering
David Geffen School of Medicine at UCLA 2000 — 2006
Ph.D., Molecular & Medical Pharmacology
Tsinghua University 1996 — 2000
B.S., Biological Sciences & Biotechnology
Wuhan Foreign Language School 1990 — 1996
Brian Kelleher Brian Kelleher's PIMCO Experience April 2011 - Present
Job
Industry Investment Management
Experience
PIMCO April 2011 - Present
ETF Securities, LLC May 2009 - April 2011
Franklin Templeton Investments May 2008 - November 2008
J&W Seligman March 2003 - May 2008
J&W Seligman September 2002 - March 2003
J&W Seligman June 2000 - September 2002
J. & W. Seligman & Co, Inc. August 1998 - June 2000
Skills
Portfolio Management, Business Development, Mutual Funds, Asset Managment, Retirement, Series 7, Hedge Funds, Equities, Alternative Investments, Investments, Fixed Income, Capital Markets
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Georgetown University 1994 — 1998
Bachelor of Arts (B.A.)
UNSW Australia 1997 — 1997
PIMCO April 2011 - Present
ETF Securities, LLC May 2009 - April 2011
Franklin Templeton Investments May 2008 - November 2008
J&W Seligman March 2003 - May 2008
J&W Seligman September 2002 - March 2003
J&W Seligman June 2000 - September 2002
J. & W. Seligman & Co, Inc. August 1998 - June 2000
Skills
Portfolio Management, Business Development, Mutual Funds, Asset Managment, Retirement, Series 7, Hedge Funds, Equities, Alternative Investments, Investments, Fixed Income, Capital Markets
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Georgetown University 1994 — 1998
Bachelor of Arts (B.A.)
UNSW Australia 1997 — 1997
Cynthia Meyn Cynthia Meyn's PIMCO Experience August 2008 - Present
Job Executive Vice President, Operations at PIMCO
Industry Investment Management
Experience
PIMCO August 2008 - Present
Morgan Stanley Investment Management July 2006 - May 2008
AllianceBernstein February 2000 - June 2006
Cantor Fitzgerald July 1998 - November 1999
Fuji Capital Markets Corporation April 1993 - April 1998
Lehman Brothers January 1992 - January 1993
Morgan Stanley May 1985 - January 1992
Skills
Derivatives, Fixed Income, Asset Management, Investments, Equities, Technology, Operations, Investment Management, Trading, Asset Managment, Financial Advisory, Financial Services, Prime Brokerage, Capital Markets, Back Office, Financial Risk, Mutual Funds, Alternative Investments, Corporate Actions, Equity Derivatives, Hedge Funds, Trading Systems, Portfolio Management, Securities, Vendor Relationships
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA
Smith College 1982 — 1986
BA, Philosophy
Walnut HIls High School
PIMCO August 2008 - Present
Morgan Stanley Investment Management July 2006 - May 2008
AllianceBernstein February 2000 - June 2006
Cantor Fitzgerald July 1998 - November 1999
Fuji Capital Markets Corporation April 1993 - April 1998
Lehman Brothers January 1992 - January 1993
Morgan Stanley May 1985 - January 1992
Skills
Derivatives, Fixed Income, Asset Management, Investments, Equities, Technology, Operations, Investment Management, Trading, Asset Managment, Financial Advisory, Financial Services, Prime Brokerage, Capital Markets, Back Office, Financial Risk, Mutual Funds, Alternative Investments, Corporate Actions, Equity Derivatives, Hedge Funds, Trading Systems, Portfolio Management, Securities, Vendor Relationships
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA
Smith College 1982 — 1986
BA, Philosophy
Walnut HIls High School
Tony Meacham Tony Meacham's PIMCO Experience April 2012 - October 2012
Job
Industry Information Technology and Services
Experience
Digital Insurance May 2013 - Present
Avanade November 2010 - April 2013
Amway December 2012 - March 2013
Econolite Group, Inc. (EGI) December 2012 - December 2012
Howard Hughes Medical Institute October 2012 - November 2012
PIMCO April 2012 - October 2012
Avnet March 2012 - April 2012
Covanta Energy January 2012 - March 2012
Ford Motor Company November 2011 - December 2011
Pratt & Whitney July 2011 - October 2011
Skills
Requirements Analysis, Project Management, Training, Feasibility Studies, Microsoft SQL Server, Business Intelligence, Visual Studio, C#, Integration, IIS, SSRS, Agile Methodologies, Microsoft CRM, Windows Server, SSIS, .NET, WCF, WPF, WF, ASP, AJAX, VBA, ADO, ADO.NET, Com, COM+, DCOM, RDO, SQL, LINQ, Entity Framework, Microsoft Office..., SharePoint Designer, TFS, Microsoft Office, OOAD, OOP, SOAP, WS-*, WSDL, JavaScript, jQuery, JSON, XML, XPath, XSLT, XSD, RUP, UML, ASP.NET
Education
DeVry University-Georgia 1994 — 1997
BS, Computer Information Systems
Union Technical Institute 1987 — 1987
Accounting & Business Administration
University of Maryland 1985 — 1986
General Studies
Digital Insurance May 2013 - Present
Avanade November 2010 - April 2013
Amway December 2012 - March 2013
Econolite Group, Inc. (EGI) December 2012 - December 2012
Howard Hughes Medical Institute October 2012 - November 2012
PIMCO April 2012 - October 2012
Avnet March 2012 - April 2012
Covanta Energy January 2012 - March 2012
Ford Motor Company November 2011 - December 2011
Pratt & Whitney July 2011 - October 2011
Skills
Requirements Analysis, Project Management, Training, Feasibility Studies, Microsoft SQL Server, Business Intelligence, Visual Studio, C#, Integration, IIS, SSRS, Agile Methodologies, Microsoft CRM, Windows Server, SSIS, .NET, WCF, WPF, WF, ASP, AJAX, VBA, ADO, ADO.NET, Com, COM+, DCOM, RDO, SQL, LINQ, Entity Framework, Microsoft Office..., SharePoint Designer, TFS, Microsoft Office, OOAD, OOP, SOAP, WS-*, WSDL, JavaScript, jQuery, JSON, XML, XPath, XSLT, XSD, RUP, UML, ASP.NET
Education
DeVry University-Georgia 1994 — 1997
BS, Computer Information Systems
Union Technical Institute 1987 — 1987
Accounting & Business Administration
University of Maryland 1985 — 1986
General Studies
Samantha Bottorf's PIMCO Experience October 2015 - Present
Job Multi Faceted Finance Professional
Industry Financial Services
Experience
PIMCO October 2015 - Present
The Richman Group June 2015 - September 2015
The Richman Group February 2015 - June 2015
Moody's Investors Service September 2014 - November 2014
EJF Capital September 2013 - August 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Research, Financial Analysis, Customer Service, PowerPoint, Public Speaking, Social Media, Leadership, Photoshop, Data Analysis, Financial Modeling, Access, Economics, Corporate Finance, Finance, Investments, Business Analysis, Valuation, Financial Reporting, Risk Management, Financial Accounting, Social Networking, Business Planning, Budgets, Analysis, Accounting, Time Management, Team Leadership
Education
George Mason University 2008 — 2013
Bachelor of Science (B.S.), Finance
University of Reading 2004 — 2005
Certification of Higher Education, Economics
PIMCO October 2015 - Present
The Richman Group June 2015 - September 2015
The Richman Group February 2015 - June 2015
Moody's Investors Service September 2014 - November 2014
EJF Capital September 2013 - August 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Research, Financial Analysis, Customer Service, PowerPoint, Public Speaking, Social Media, Leadership, Photoshop, Data Analysis, Financial Modeling, Access, Economics, Corporate Finance, Finance, Investments, Business Analysis, Valuation, Financial Reporting, Risk Management, Financial Accounting, Social Networking, Business Planning, Budgets, Analysis, Accounting, Time Management, Team Leadership
Education
George Mason University 2008 — 2013
Bachelor of Science (B.S.), Finance
University of Reading 2004 — 2005
Certification of Higher Education, Economics
Peter Maher's PIMCO Experience June 2013 - August 2013
Job Investment Director at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates August 2014 - Present
PIMCO June 2013 - August 2013
Morgan Creek Capital Management January 2013 - June 2013
The Avascent Group May 2012 - July 2012
McLarty Associates May 2011 - August 2011
Institute for Defence Studies & Analyses (India MoD) September 2010 - March 2011
United States Department of Defense October 2007 - June 2010
Alliance Linking Leaders in Education and the Services (ALLIES) March 2006 - June 2008
Skills
Investment Advisory, Investment Management, Emerging Markets, Global Macro, Fixed Income, Strategy, Foreign Affairs, Policy, International Relations, Financial Analysis, Policy Analysis, Economics, Public Policy, International Economics, Competitive Analysis, Leadership, International..., Mergers & Acquisitions, Financial Modeling, Investments
Education
Duke University - Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
Tufts University - The Fletcher School of Law and Diplomacy 2011 — 2014
MALD, International Economics and Finance
Tufts University 2003 — 2007
B.A., International Relations
Cambridge Associates August 2014 - Present
PIMCO June 2013 - August 2013
Morgan Creek Capital Management January 2013 - June 2013
The Avascent Group May 2012 - July 2012
McLarty Associates May 2011 - August 2011
Institute for Defence Studies & Analyses (India MoD) September 2010 - March 2011
United States Department of Defense October 2007 - June 2010
Alliance Linking Leaders in Education and the Services (ALLIES) March 2006 - June 2008
Skills
Investment Advisory, Investment Management, Emerging Markets, Global Macro, Fixed Income, Strategy, Foreign Affairs, Policy, International Relations, Financial Analysis, Policy Analysis, Economics, Public Policy, International Economics, Competitive Analysis, Leadership, International..., Mergers & Acquisitions, Financial Modeling, Investments
Education
Duke University - Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
Tufts University - The Fletcher School of Law and Diplomacy 2011 — 2014
MALD, International Economics and Finance
Tufts University 2003 — 2007
B.A., International Relations
Kait Margraf's PIMCO Experience June 2015 - Present
Job Portfolio Manager at PIMCO
Industry Financial Services
Experience
PIMCO June 2015 - Present
iStar November 2013 - June 2015
The Blackstone Group July 2012 - October 2013
The Blackstone Group 2011 - 2011
Goldman Sachs 2010 - 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Investments, Corporate Finance, Finance, Microsoft Word, Research, Public Speaking, Equities, DCF, Portfolio Management, Investment Banking, Private Equity
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (BS), Finance and Marketing
PIMCO June 2015 - Present
iStar November 2013 - June 2015
The Blackstone Group July 2012 - October 2013
The Blackstone Group 2011 - 2011
Goldman Sachs 2010 - 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Investments, Corporate Finance, Finance, Microsoft Word, Research, Public Speaking, Equities, DCF, Portfolio Management, Investment Banking, Private Equity
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (BS), Finance and Marketing
Anne Marie Sutton Anne Marie Sutton's PIMCO Experience March 2011 - Present
Job Vice President, Defined Contribution at PIMCO
Industry Financial Services
Experience
PIMCO March 2011 - Present
ING Investment Management June 2009 - March 2011
Goizueta Business School May 2008 - May 2009
Bank of New York Mellon April 2005 - May 2008
Standish Mellon Asset Management June 2003 - April 2005
Skills
Investments, Retirement, Asset Management, Fixed Income, Investment Strategies, Mutual Funds, Asset Allocation, Investment Management, Retirement Planning, Relationship Management, Equities, Trading, Institutional..., Finance, Series 7
Education
Emory University - Goizueta Business School 2008 — 2009
MBA, Finance, Strategy Consulting
Villanova University 1999 — 2003
BA (Cum Laude), Finance and Marketing
PIMCO March 2011 - Present
ING Investment Management June 2009 - March 2011
Goizueta Business School May 2008 - May 2009
Bank of New York Mellon April 2005 - May 2008
Standish Mellon Asset Management June 2003 - April 2005
Skills
Investments, Retirement, Asset Management, Fixed Income, Investment Strategies, Mutual Funds, Asset Allocation, Investment Management, Retirement Planning, Relationship Management, Equities, Trading, Institutional..., Finance, Series 7
Education
Emory University - Goizueta Business School 2008 — 2009
MBA, Finance, Strategy Consulting
Villanova University 1999 — 2003
BA (Cum Laude), Finance and Marketing
Cristeta Rabang-Kontorinis Cristeta Rabang-Kontorinis's PIMCO Experience September 1998 - December 2000
Job Management Consulting Capital Markets
Industry Financial Services
Experience
Accenture May 2011 - Present
Capco July 2007 - April 2011
State Street January 2001 - March 2007
PIMCO September 1998 - December 2000
Skills
Wedding Photojournalism, Spinning Instructor, Strategy, Business Process..., Fixed Income, Governance, Program Management, Financial Services, Hedge Funds, Investment Banking, Risk Management, Management Consulting, Change Management, Business Transformation, Capital Markets, Financial Risk, Business Analysis, Derivatives, Back Office, Trading
Education
Florida Metropolitan University 1998 — 1998
MBA, International Business
University of the Philippines 1988 — 1994
BA, Interior Design
Accenture May 2011 - Present
Capco July 2007 - April 2011
State Street January 2001 - March 2007
PIMCO September 1998 - December 2000
Skills
Wedding Photojournalism, Spinning Instructor, Strategy, Business Process..., Fixed Income, Governance, Program Management, Financial Services, Hedge Funds, Investment Banking, Risk Management, Management Consulting, Change Management, Business Transformation, Capital Markets, Financial Risk, Business Analysis, Derivatives, Back Office, Trading
Education
Florida Metropolitan University 1998 — 1998
MBA, International Business
University of the Philippines 1988 — 1994
BA, Interior Design
Mike Yetter Mike Yetter's PIMCO Experience 1987 - 2000
Job VP MultiClient OTC Derivatives at State Street
Industry Financial Services
Experience
State Street 2014 - Present
Nuveen Investments 2012 - 2014
Pacific Life 2010 - 2012
Charles River Development 2009 - 2010
State Street Corporation (STT) 2000 - 2009
PIMCO 1987 - 2000
Skills
Fixed Income, Derivatives, Equities, Asset Managment, Bloomberg, Portfolio Management, Middle Office, Mutual Funds, Risk Management, Financial Services, Securities, Business Analysis, Capital Markets, Electronic Trading, Management, Trading Systems, SDLC, Settlement, Collateral Management, Financial Analysis, Valuation, Outsourcing, Back Office, Alternative Investments, Asset Management, PMO, Financial Markets
Education
DePaul University
Certificate, SQL Server Business Intelligence
University of California, Irvine
Coursework in Business Analysis, Management and Leadership, Emerging Technologies
University of California, Los Angeles
Bachelor's degree, Economics
State Street 2014 - Present
Nuveen Investments 2012 - 2014
Pacific Life 2010 - 2012
Charles River Development 2009 - 2010
State Street Corporation (STT) 2000 - 2009
PIMCO 1987 - 2000
Skills
Fixed Income, Derivatives, Equities, Asset Managment, Bloomberg, Portfolio Management, Middle Office, Mutual Funds, Risk Management, Financial Services, Securities, Business Analysis, Capital Markets, Electronic Trading, Management, Trading Systems, SDLC, Settlement, Collateral Management, Financial Analysis, Valuation, Outsourcing, Back Office, Alternative Investments, Asset Management, PMO, Financial Markets
Education
DePaul University
Certificate, SQL Server Business Intelligence
University of California, Irvine
Coursework in Business Analysis, Management and Leadership, Emerging Technologies
University of California, Los Angeles
Bachelor's degree, Economics
Nitish Arora's PIMCO Experience June 2013 - January 2014
Job Test Manager Wipro Ltd
Industry Information Technology and Services
Experience
Wipro March 2014 - Present
Credit Suisse March 2014 - September 2014
Genpact Headstrong Capital Markets June 2013 - January 2014
PIMCO June 2013 - January 2014
Genpact Headstrong Capital Markets September 2010 - June 2013
Western Asset Management September 2010 - June 2013
Genpact Headstrong Capital Markets January 2010 - June 2010
Fiserv April 2009 - January 2010
Infogain January 2007 - April 2009
Skills
Manual Testing, Test Automation, QTP, Team Management, Testing, System Testing, Regression Testing, Test Cases, User Acceptance Testing, Quality Assurance, Quality Center, Software Quality..., Test Automation..., Mercury QuickTest Pro, Test Design, Test Planning, Test Management, Fixed Income, Trading Systems, Financial Services, Financial Markets, Test Strategy, Defect Tracking, Test Execution, Bugzilla, Bug Tracking, SQL, HP QTP, HP Quality Center, Requirements Analysis, SDLC, Software Project..., Functional Testing, Vendor Management
Education
Guru Gobind Singh Indraprastha University 2005 — 2007
Master of Computer Applications (MCA), Computer Software Engineering
Guru Gobind Singh Indraprastha University 2000 — 2004
Bachelors of Information Systems, Information Technology
Wipro March 2014 - Present
Credit Suisse March 2014 - September 2014
Genpact Headstrong Capital Markets June 2013 - January 2014
PIMCO June 2013 - January 2014
Genpact Headstrong Capital Markets September 2010 - June 2013
Western Asset Management September 2010 - June 2013
Genpact Headstrong Capital Markets January 2010 - June 2010
Fiserv April 2009 - January 2010
Infogain January 2007 - April 2009
Skills
Manual Testing, Test Automation, QTP, Team Management, Testing, System Testing, Regression Testing, Test Cases, User Acceptance Testing, Quality Assurance, Quality Center, Software Quality..., Test Automation..., Mercury QuickTest Pro, Test Design, Test Planning, Test Management, Fixed Income, Trading Systems, Financial Services, Financial Markets, Test Strategy, Defect Tracking, Test Execution, Bugzilla, Bug Tracking, SQL, HP QTP, HP Quality Center, Requirements Analysis, SDLC, Software Project..., Functional Testing, Vendor Management
Education
Guru Gobind Singh Indraprastha University 2005 — 2007
Master of Computer Applications (MCA), Computer Software Engineering
Guru Gobind Singh Indraprastha University 2000 — 2004
Bachelors of Information Systems, Information Technology
Brian Hughes Brian Hughes's PIMCO Experience June 2013 - August 2013
Job General Manager at Uber
Industry Internet
Experience
Uber May 2014 - Present
RallyPoint Networks, Inc. September 2013 - May 2014
PIMCO June 2013 - August 2013
US Army May 2007 - September 2012
Skills
Leadership, Management, Operations Management, Strategy, Financial Modeling, Business Development, Business Strategy, Start-ups, Financial Analysis, Logistics, Marketing, Program Management, Sales, General Management, Business Intelligence, Manage Client..., Lead Generation, Systems Engineering, Product Marketing, Market Analysis
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 2003 — 2007
Bachelor of Science (BS), International Relations w/ Systems Engineering concentration, 3.68
Uber May 2014 - Present
RallyPoint Networks, Inc. September 2013 - May 2014
PIMCO June 2013 - August 2013
US Army May 2007 - September 2012
Skills
Leadership, Management, Operations Management, Strategy, Financial Modeling, Business Development, Business Strategy, Start-ups, Financial Analysis, Logistics, Marketing, Program Management, Sales, General Management, Business Intelligence, Manage Client..., Lead Generation, Systems Engineering, Product Marketing, Market Analysis
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 2003 — 2007
Bachelor of Science (BS), International Relations w/ Systems Engineering concentration, 3.68
Parul Dubey Parul Dubey's PIMCO Experience August 2010 - July 2013
Job MBA Graduate at Harvard Business School
Industry Financial Services
Experience
Harvard Business School August 2013 - Present
Summit Partners January 2015 - May 2015
Morgan Stanley June 2014 - August 2014
PIMCO August 2010 - July 2013
Kenya High Commission January 2010 - February 2010
United Nations November 2008 - January 2009
German Aerospace Center June 2008 - September 2008
Haute Ecole d'Ingénierie et de Gestion du Canton de Vaud May 2007 - July 2007
Skills
Business Strategy, Management Consulting, Financial Modeling, Data Analysis, Emerging Markets, Project Management, Valuation, Analysis, Entrepreneurship, Mergers, Strategic Planning, Business Development, Strategy, Private Equity, Research, Competitive Analysis, Finance, Portfolio Assessment, Investment Management, Mergers & Acquisitions, Leadership, Financial Analysis, Due Diligence
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
London Business School 2009 — 2010
Masters in Management, Management
National Institute of Technology Karnataka 2005 — 2009
Bachelor of Technology, Electrical & Electronics Engineering
Harvard Business School August 2013 - Present
Summit Partners January 2015 - May 2015
Morgan Stanley June 2014 - August 2014
PIMCO August 2010 - July 2013
Kenya High Commission January 2010 - February 2010
United Nations November 2008 - January 2009
German Aerospace Center June 2008 - September 2008
Haute Ecole d'Ingénierie et de Gestion du Canton de Vaud May 2007 - July 2007
Skills
Business Strategy, Management Consulting, Financial Modeling, Data Analysis, Emerging Markets, Project Management, Valuation, Analysis, Entrepreneurship, Mergers, Strategic Planning, Business Development, Strategy, Private Equity, Research, Competitive Analysis, Finance, Portfolio Assessment, Investment Management, Mergers & Acquisitions, Leadership, Financial Analysis, Due Diligence
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
London Business School 2009 — 2010
Masters in Management, Management
National Institute of Technology Karnataka 2005 — 2009
Bachelor of Technology, Electrical & Electronics Engineering
Ben McGloin, CFA's PIMCO Experience 2003 - 2003
Job Managing Director of Portfolio Management at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management 2003 - Present
PIMCO 2003 - 2003
Investors Bank & Trust 1999 - 2003
Ulster Bank 1995 - 1999
permanent tsb 1995 - 1995
Skills
Asset Management, Portfolio Management, Alternative Investments, Investments, Equities, Fixed Income, Wealth Management, Financial Services, Securities, Mutual Funds, Asset Allocation, Financial Analysis, Hedge Funds, Capital Markets, Series 7, Financial Modeling, Financial Planning, Bloomberg, Banking, Risk Management
Education
Dublin City University
Business Studies, Finance
Trinity College, Dublin
Computer Science
BNY Mellon Wealth Management 2003 - Present
PIMCO 2003 - 2003
Investors Bank & Trust 1999 - 2003
Ulster Bank 1995 - 1999
permanent tsb 1995 - 1995
Skills
Asset Management, Portfolio Management, Alternative Investments, Investments, Equities, Fixed Income, Wealth Management, Financial Services, Securities, Mutual Funds, Asset Allocation, Financial Analysis, Hedge Funds, Capital Markets, Series 7, Financial Modeling, Financial Planning, Bloomberg, Banking, Risk Management
Education
Dublin City University
Business Studies, Finance
Trinity College, Dublin
Computer Science
Colleen Dean's PIMCO Experience May 2013 - Present
Job VP, Fund Accounting at PIMCO
Industry Financial Services
Experience
PIMCO May 2013 - Present
Cohen & Steers August 2006 - May 2013
Franklin Templeton Investments July 2002 - August 2006
Office Depot June 2000 - June 2002
Education
Florida State University - College of Business 1998 — 2002
BA, Accounting
Nova Southeastern University 2002 — 2004
MBA, Business Adminstration
Nova Southeastern University 2006 — 2008
Masters, Accounting
PIMCO May 2013 - Present
Cohen & Steers August 2006 - May 2013
Franklin Templeton Investments July 2002 - August 2006
Office Depot June 2000 - June 2002
Education
Florida State University - College of Business 1998 — 2002
BA, Accounting
Nova Southeastern University 2002 — 2004
MBA, Business Adminstration
Nova Southeastern University 2006 — 2008
Masters, Accounting
Blake Burgess Blake Burgess's PIMCO Experience July 2015 - Present
Job Business Intelligence Consultant
Industry Computer Software
Experience
PIMCO July 2015 - Present
Amcom Technology April 2012 - July 2015
GT Nexus December 2011 - April 2012
MicroStrategy October 2010 - November 2011
Eyefinity January 2010 - October 2010
Independent Wine Consultant June 2007 - December 2009
CVS/Caremark July 2000 - December 2009
Maricopa Association of Governments January 1998 - July 2000
Georgia Department of Natural Resources January 1997 - January 1998
Skills
Business Intelligence, Data Warehousing, Data Modeling, Microstrategy, Dashboard, OLAP, SQL, Data Mining, ETL, Analytics, Analysis, Database Design, Predictive Analytics, Data Analysis, Business Analytics, Data Visualization, Requirements Analysis, SAS, Business Objects, Dashboards, Social Media, Agile Methodologies, Business Intelligence..., Predictive Modeling, Cognos, Mobile BI, Software Development, SSRS, Cloud Computing, Databases, Balanced Scorecard, Crystal Reports, Data Warehouse..., SSIS, Oracle, SDLC, Teradata, Data Marts, Data Integration, Entrepreneurship, Consulting, DB2, Agile, Neural Networks, Segmentation, Dimensional Modeling, Sentiment Analysis, Python, Tableau, MicroStrategy
Education
Georgia Institute of Technology 1993 — 1997
MS, Atmospheric Chemistry
University of Arizona 1988 — 1993
BS, Atmospheric Sciences
Metropolitan State College of Denver
Certificate, Executive Sommelier
PIMCO July 2015 - Present
Amcom Technology April 2012 - July 2015
GT Nexus December 2011 - April 2012
MicroStrategy October 2010 - November 2011
Eyefinity January 2010 - October 2010
Independent Wine Consultant June 2007 - December 2009
CVS/Caremark July 2000 - December 2009
Maricopa Association of Governments January 1998 - July 2000
Georgia Department of Natural Resources January 1997 - January 1998
Skills
Business Intelligence, Data Warehousing, Data Modeling, Microstrategy, Dashboard, OLAP, SQL, Data Mining, ETL, Analytics, Analysis, Database Design, Predictive Analytics, Data Analysis, Business Analytics, Data Visualization, Requirements Analysis, SAS, Business Objects, Dashboards, Social Media, Agile Methodologies, Business Intelligence..., Predictive Modeling, Cognos, Mobile BI, Software Development, SSRS, Cloud Computing, Databases, Balanced Scorecard, Crystal Reports, Data Warehouse..., SSIS, Oracle, SDLC, Teradata, Data Marts, Data Integration, Entrepreneurship, Consulting, DB2, Agile, Neural Networks, Segmentation, Dimensional Modeling, Sentiment Analysis, Python, Tableau, MicroStrategy
Education
Georgia Institute of Technology 1993 — 1997
MS, Atmospheric Chemistry
University of Arizona 1988 — 1993
BS, Atmospheric Sciences
Metropolitan State College of Denver
Certificate, Executive Sommelier
Peter Simasek Peter Simasek's PIMCO Experience July 2013 - July 2015
Job PhD Candidate
Industry Higher Education
Experience
PIMCO July 2013 - July 2015
PIMCO July 2013 - July 2015
Bank of America Merrill Lynch July 2011 - July 2013
Bank of America Merrill Lynch June 2010 - August 2010
University of Virginia June 2009 - September 2009
Integrity Home Contracting March 2008 - October 2008
Education
Georgia Institute of Technology 2015 — 2020
Doctor of Philosophy (Ph.D.), Finance
University of Virginia McIntire School of Commerce 2007 — 2011
Bachelor's of Science Commerce, Finance/Accounting
University of Virginia
Bachelor of Science, Commerce
PIMCO July 2013 - July 2015
PIMCO July 2013 - July 2015
Bank of America Merrill Lynch July 2011 - July 2013
Bank of America Merrill Lynch June 2010 - August 2010
University of Virginia June 2009 - September 2009
Integrity Home Contracting March 2008 - October 2008
Education
Georgia Institute of Technology 2015 — 2020
Doctor of Philosophy (Ph.D.), Finance
University of Virginia McIntire School of Commerce 2007 — 2011
Bachelor's of Science Commerce, Finance/Accounting
University of Virginia
Bachelor of Science, Commerce
Anirudh Govil's PIMCO Experience May 2012 - October 2013
Job Business AnalystRevenue Systems at Yahoo!
Industry Accounting
Experience
Yahoo! February 2014 - Present
PIMCO May 2012 - October 2013
The Walt Disney Company May 2011 - May 2012
University of Southern California July 2010 - May 2012
Amdocs January 2010 - July 2010
Core Objects August 2009 - November 2009
Skills
Oracle E-Business Suite, Accounting, Unix, C, JavaScript, SQL, XML, C++, Java, jQuery, Linux, Perl, HTML, CSS, Apache, Tomcat, AJAX, Web Development, JDBC, JSP, MySQL, Oracle, Microsoft Office, TCP/IP, User Interface, User Experience, Windows, SQL Server, Product Development, Excel, Troubleshooting, Agile Methodologies, Bash, C#, Eclipse, Microsoft Excel, Microsoft SQL Server, PHP, Python, Web Services
Education
University of Southern California 2010 — 2012
Master of Science (MS), Computer Science
Delhi College of Engineering 2005 — 2009
BS, Computer Science
Yahoo! February 2014 - Present
PIMCO May 2012 - October 2013
The Walt Disney Company May 2011 - May 2012
University of Southern California July 2010 - May 2012
Amdocs January 2010 - July 2010
Core Objects August 2009 - November 2009
Skills
Oracle E-Business Suite, Accounting, Unix, C, JavaScript, SQL, XML, C++, Java, jQuery, Linux, Perl, HTML, CSS, Apache, Tomcat, AJAX, Web Development, JDBC, JSP, MySQL, Oracle, Microsoft Office, TCP/IP, User Interface, User Experience, Windows, SQL Server, Product Development, Excel, Troubleshooting, Agile Methodologies, Bash, C#, Eclipse, Microsoft Excel, Microsoft SQL Server, PHP, Python, Web Services
Education
University of Southern California 2010 — 2012
Master of Science (MS), Computer Science
Delhi College of Engineering 2005 — 2009
BS, Computer Science
Troy Dunkel Troy Dunkel's PIMCO Experience August 2010 - Present
Job
Industry Financial Services
Experience
PIMCO August 2010 - Present
Salient Corporate Finance July 2007 - August 2010
APM, Inc. February 2004 - April 2007
Pipeline Software, Inc. June 1999 - February 2004
PricewaterhouseCoopers January 1996 - June 1999
Education
University of Southern California - Marshall School of Business 2004 — 2007
MBA, Finance
Golden Gate University 1995 — 1998
Masters, Taxation
University of California, Riverside 1988 — 1993
BS, Business Administration
PIMCO August 2010 - Present
Salient Corporate Finance July 2007 - August 2010
APM, Inc. February 2004 - April 2007
Pipeline Software, Inc. June 1999 - February 2004
PricewaterhouseCoopers January 1996 - June 1999
Education
University of Southern California - Marshall School of Business 2004 — 2007
MBA, Finance
Golden Gate University 1995 — 1998
Masters, Taxation
University of California, Riverside 1988 — 1993
BS, Business Administration
Millie Kinsey Millie Kinsey's PIMCO Experience October 2001 - October 2006
Job Graphic Designer/Production Artist
Industry Graphic Design
Experience
Pacific Communications (through The Creative Group) September 2013 - Present
The Brent Shapiro Foundation for Alcohol and Drug Awareness February 2012 - Present
Teacher Created Materials (through AppleOne Employment Services) January 2014 - May 2014
PIH Health (through The Creative Group) April 2013 - December 2013
Delcan Corporation February 2013 - May 2013
UnitedHealthcare (through The Marinan Group) February 2011 - October 2012
Freelance Independent Contractor September 2009 - February 2011
UnitedHealthcare January 2008 - September 2009
Aquent October 2006 - January 2008
PIMCO October 2001 - October 2006
Skills
Logo Design, Brochures, Catalogs, Posters, Flier Design, Newspaper Ads, Direct Mail, Forms, Typography, Web Graphics, PowerPoint, Digital Imaging, Trade Show Coordination, Press Coordination, Directories, White Papers, Graphic Design, Production Artist, Desktop Publishing, Newsletters, Catalogues, Corporate Branding &..., Non-Profit Collateral..., Entertainment..., Financial Collateral..., Healthcare Industry..., Billboard / Large..., Advertising, Flyers, Adobe Creative Suite, Graphics, Packaging, Mac, Trade Shows, Layout
Education
Platt College of Design 1993 — 1994
Technical, Graphic Design
New York University 1989 — 1991
BFA, Cinema
Santa Monica College 1983 — 1988
AA, Cinema
Fullerton College
Pacific Communications (through The Creative Group) September 2013 - Present
The Brent Shapiro Foundation for Alcohol and Drug Awareness February 2012 - Present
Teacher Created Materials (through AppleOne Employment Services) January 2014 - May 2014
PIH Health (through The Creative Group) April 2013 - December 2013
Delcan Corporation February 2013 - May 2013
UnitedHealthcare (through The Marinan Group) February 2011 - October 2012
Freelance Independent Contractor September 2009 - February 2011
UnitedHealthcare January 2008 - September 2009
Aquent October 2006 - January 2008
PIMCO October 2001 - October 2006
Skills
Logo Design, Brochures, Catalogs, Posters, Flier Design, Newspaper Ads, Direct Mail, Forms, Typography, Web Graphics, PowerPoint, Digital Imaging, Trade Show Coordination, Press Coordination, Directories, White Papers, Graphic Design, Production Artist, Desktop Publishing, Newsletters, Catalogues, Corporate Branding &..., Non-Profit Collateral..., Entertainment..., Financial Collateral..., Healthcare Industry..., Billboard / Large..., Advertising, Flyers, Adobe Creative Suite, Graphics, Packaging, Mac, Trade Shows, Layout
Education
Platt College of Design 1993 — 1994
Technical, Graphic Design
New York University 1989 — 1991
BFA, Cinema
Santa Monica College 1983 — 1988
AA, Cinema
Fullerton College
Meg (Margaret) Gourd's PIMCO Experience Account ExecutiveNCG VisualsAugust 2012 - August 2013
Job Administrative Assistant at PIMCO
Industry Financial Services
Experience
PIMCO Account ExecutiveNCG VisualsAugust 2012 - August 2013
Anchor Associates Group June 2011 - August 2012
Lindberg Licensing June 2009 - June 2010
Gretchen Scott Designs March 2007 - June 2007
China Red June 2005 - August 2005
Skills
Selling, Microsoft Office, Excel, Research, Customer Relations, Customer Service, Microsoft Excel, Marketing, Editing, Sales
Education
Elon University 2007 — 2011
BA, Psychology/ Women's and Gender Studies
Bronxville High School 2003 — 2007
High School/Secondary Diplomas and Certificates
PIMCO Account ExecutiveNCG VisualsAugust 2012 - August 2013
Anchor Associates Group June 2011 - August 2012
Lindberg Licensing June 2009 - June 2010
Gretchen Scott Designs March 2007 - June 2007
China Red June 2005 - August 2005
Skills
Selling, Microsoft Office, Excel, Research, Customer Relations, Customer Service, Microsoft Excel, Marketing, Editing, Sales
Education
Elon University 2007 — 2011
BA, Psychology/ Women's and Gender Studies
Bronxville High School 2003 — 2007
High School/Secondary Diplomas and Certificates
Blair Hassell Blair Hassell's PIMCO Experience November 2013 - July 2014
Job Consultant at Longbottom USA
Industry Staffing and Recruiting
Experience
Longbottom USA April 2015 - Present
Pretium Partners LLC July 2014 - February 2015
PIMCO November 2013 - July 2014
Lawline.com August 2012 - October 2013
Fordham University September 2011 - May 2012
Fordham University June 2010 - May 2012
New York International Ballet Competition, Inc. (NYIBC) January 2011 - March 2011
Six Flags Great Adventure May 2010 - August 2010
Cherry Lane Theatre September 2009 - February 2010
Monmouth County Park System April 2008 - August 2008
Skills
Interpersonal Skills, Crisis Management, Public Speaking, Event Planning, Social Media, Microsoft Office, Facebook, Social Networking, Community Outreach, Fundraising, Cold Calling, Customer Experience, Time Management, Nonprofits, Video Coding, Speaks Mandarin, Camera Skills, Speaks Spanish, Research, Audio Post Production, PowerPoint, Microsoft Excel, Editing, Final Cut Pro, Adobe Creative Suite, Ustream, Video Editing, Camera Operating, Live Broadcast, CRM, Management, Career Counseling, Press Releases
Education
Fordham University 2009 — 2012
BA, History Major and Minor in Mandarin and Communication and Media Studies
Fordham University 2008 — 2012
Bachelor of Arts, History
East China Normal University 2011 — 2011
Mandarin
Longbottom USA April 2015 - Present
Pretium Partners LLC July 2014 - February 2015
PIMCO November 2013 - July 2014
Lawline.com August 2012 - October 2013
Fordham University September 2011 - May 2012
Fordham University June 2010 - May 2012
New York International Ballet Competition, Inc. (NYIBC) January 2011 - March 2011
Six Flags Great Adventure May 2010 - August 2010
Cherry Lane Theatre September 2009 - February 2010
Monmouth County Park System April 2008 - August 2008
Skills
Interpersonal Skills, Crisis Management, Public Speaking, Event Planning, Social Media, Microsoft Office, Facebook, Social Networking, Community Outreach, Fundraising, Cold Calling, Customer Experience, Time Management, Nonprofits, Video Coding, Speaks Mandarin, Camera Skills, Speaks Spanish, Research, Audio Post Production, PowerPoint, Microsoft Excel, Editing, Final Cut Pro, Adobe Creative Suite, Ustream, Video Editing, Camera Operating, Live Broadcast, CRM, Management, Career Counseling, Press Releases
Education
Fordham University 2009 — 2012
BA, History Major and Minor in Mandarin and Communication and Media Studies
Fordham University 2008 — 2012
Bachelor of Arts, History
East China Normal University 2011 — 2011
Mandarin
Andrea Montero's PIMCO Experience January 2015 - May 2015
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
PIMCO January 2015 - May 2015
PIMCO July 2013 - December 2014
Citi June 2011 - June 2013
Citi May 2010 - August 2010
Skills
Valuation, Financial Modeling, Equities, Price Optimization, Credit, Fixed Income, Financial Projection, Financial Markets, Comparable Analysis, Emerging Markets, Value Propositions, Pricing Analysis, Investment Strategies, Manage Client..., Investment Management, Portfolio Performance..., Attribution, Total Return, Absolute Return, Debt & Equity Capital..., Latin America, Bloomberg, Finance, Financial Analysis, Portfolio Management, Investments, Capital Markets, Economics
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Hough Graduate School of Business, University of Florida 2010 — 2011
Master's Degree, Finance, General
Warrington College of Business Administration, University of Florida 2008 — 2010
Bachelor's Degree, Finance, Cum Laude
PIMCO January 2015 - May 2015
PIMCO July 2013 - December 2014
Citi June 2011 - June 2013
Citi May 2010 - August 2010
Skills
Valuation, Financial Modeling, Equities, Price Optimization, Credit, Fixed Income, Financial Projection, Financial Markets, Comparable Analysis, Emerging Markets, Value Propositions, Pricing Analysis, Investment Strategies, Manage Client..., Investment Management, Portfolio Performance..., Attribution, Total Return, Absolute Return, Debt & Equity Capital..., Latin America, Bloomberg, Finance, Financial Analysis, Portfolio Management, Investments, Capital Markets, Economics
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Hough Graduate School of Business, University of Florida 2010 — 2011
Master's Degree, Finance, General
Warrington College of Business Administration, University of Florida 2008 — 2010
Bachelor's Degree, Finance, Cum Laude
Nabeel Zewail's PIMCO Experience August 2015 - Present
Job Analyst at PIMCO
Industry Investment Management
Experience
PIMCO August 2015 - Present
Georgetown University August 2013 - May 2015
Georgetown University August 2012 - May 2015
PIMCO June 2014 - August 2014
San Marino High School December 2011 - June 2013
U.S. House of Representatives January 2013 - May 2013
Georgetown University's McDonough School of Business March 2012 - May 2012
Education
Georgetown University 2011 — 2015
Bachelor of Science (B.S.), International Economics
PIMCO August 2015 - Present
Georgetown University August 2013 - May 2015
Georgetown University August 2012 - May 2015
PIMCO June 2014 - August 2014
San Marino High School December 2011 - June 2013
U.S. House of Representatives January 2013 - May 2013
Georgetown University's McDonough School of Business March 2012 - May 2012
Education
Georgetown University 2011 — 2015
Bachelor of Science (B.S.), International Economics
Izabella Elkis Izabella Elkis's PIMCO Experience May 2011 - August 2013
Job Investor Relations at Hudson Executive Capital
Industry Financial Services
Experience
Hudson Executive Capital June 2015 - Present
Corsair Capital Management August 2013 - June 2015
PIMCO May 2011 - August 2013
Morgan Stanley 2010 - May 2011
Morgan Stanley June 2009 - August 2009
Loeb Partners June 2008 - August 2008
Education
Emory University - Goizueta Business School 2006 — 2010
BBA
American University of Paris
Corona del Mar High School
Hudson Executive Capital June 2015 - Present
Corsair Capital Management August 2013 - June 2015
PIMCO May 2011 - August 2013
Morgan Stanley 2010 - May 2011
Morgan Stanley June 2009 - August 2009
Loeb Partners June 2008 - August 2008
Education
Emory University - Goizueta Business School 2006 — 2010
BBA
American University of Paris
Corona del Mar High School
Julie Orosco Julie Orosco's PIMCO Experience May 2013 - Present
Job Administrative Assistant at PIMCO
Industry Investment Management
Experience
PIMCO May 2013 - Present
LNR Property LLC 2006 - 2012
Parking Company of America 2005 - 2006
Serrano Heights Academy 2002 - 2005
Education
Southern California Institute of Technology 2005 — 2006
Business Certificate, Business Administration and Management, General
Fullerton College 1999 — 2002
General, Early Childhood Education
PIMCO May 2013 - Present
LNR Property LLC 2006 - 2012
Parking Company of America 2005 - 2006
Serrano Heights Academy 2002 - 2005
Education
Southern California Institute of Technology 2005 — 2006
Business Certificate, Business Administration and Management, General
Fullerton College 1999 — 2002
General, Early Childhood Education
Kwadwo Acheampong's PIMCO Experience May 2013 - August 2013
Job Asset Management Professional
Industry Investment Management
Experience
Prudential Fixed Income June 2014 - Present
University of Chicago Booth School of Business September 2012 - June 2014
PIMCO May 2013 - August 2013
Sponsors for Educational Opportunity October 2009 - August 2012
Sponsors for Educational Opportunity (SEO) October 2009 - August 2012
Council of Urban Professionals February 2009 - August 2012
New York Needs You 2009 - 2011
Goldman Sachs June 2006 - August 2009
Skills
Fundraising, Leadership, Nonprofits, Entrepreneurship, Financial Modeling, Financial Analysis, Public Speaking, Social Media, Management, Program Management, Research, Non-profits, Finance, Strategic Planning, Event Planning, Marketing, Event Management, Data Analysis, Asset Management, Equities, Recruiting, Social Media Marketing, Analytics, Corporate Finance, Economics, Interview Preparation, Diversity Strategy, Social Networking, Market Research, Bloomberg, Fixed Income, Sales, Social Entrepreneurship, Securities, Portfolio Management, Selling Skills, Cross Selling, Outstanding..., Series 7, Series 63
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Entrepreneurship, Managerial & Organizational Behavior
Duke University 2002 — 2006
AB, Public Policy
Duke University 2002 — 2006
A.B, Public Policy Studies
PHILLIPS ACADEMY 1998 — 2002
Phillips Academy 1998 — 2002
Prudential Fixed Income June 2014 - Present
University of Chicago Booth School of Business September 2012 - June 2014
PIMCO May 2013 - August 2013
Sponsors for Educational Opportunity October 2009 - August 2012
Sponsors for Educational Opportunity (SEO) October 2009 - August 2012
Council of Urban Professionals February 2009 - August 2012
New York Needs You 2009 - 2011
Goldman Sachs June 2006 - August 2009
Skills
Fundraising, Leadership, Nonprofits, Entrepreneurship, Financial Modeling, Financial Analysis, Public Speaking, Social Media, Management, Program Management, Research, Non-profits, Finance, Strategic Planning, Event Planning, Marketing, Event Management, Data Analysis, Asset Management, Equities, Recruiting, Social Media Marketing, Analytics, Corporate Finance, Economics, Interview Preparation, Diversity Strategy, Social Networking, Market Research, Bloomberg, Fixed Income, Sales, Social Entrepreneurship, Securities, Portfolio Management, Selling Skills, Cross Selling, Outstanding..., Series 7, Series 63
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Entrepreneurship, Managerial & Organizational Behavior
Duke University 2002 — 2006
AB, Public Policy
Duke University 2002 — 2006
A.B, Public Policy Studies
PHILLIPS ACADEMY 1998 — 2002
Phillips Academy 1998 — 2002
Ying-Yi Shen Ying-Yi Shen's PIMCO Experience August 2012 - August 2014
Job MBA Candidate at Harvard Business School
Industry Investment Management
Experience
Brevan Howard May 2015 - August 2015
PIMCO August 2012 - August 2014
Goldman Sachs June 2011 - August 2011
Skills
Bloomberg, VBA, SQL, C, Mathematica, Matlab, LaTeX, Quantitative Analytics, Economics, Fixed Income, Derivatives, Emerging Markets, Options, Portfolio Management, Trading
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
CFA 2012 — 2014
Passed All 3 Levels of CFA Exams
Duke University 2008 — 2012
B.S. in Mathematics, B.A. in Physics, Minor in Economics
Humboldt-Universität zu Berlin 2012 — 2012
Study Abroad Program, German, Economics, Public Policy
Brevan Howard May 2015 - August 2015
PIMCO August 2012 - August 2014
Goldman Sachs June 2011 - August 2011
Skills
Bloomberg, VBA, SQL, C, Mathematica, Matlab, LaTeX, Quantitative Analytics, Economics, Fixed Income, Derivatives, Emerging Markets, Options, Portfolio Management, Trading
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
CFA 2012 — 2014
Passed All 3 Levels of CFA Exams
Duke University 2008 — 2012
B.S. in Mathematics, B.A. in Physics, Minor in Economics
Humboldt-Universität zu Berlin 2012 — 2012
Study Abroad Program, German, Economics, Public Policy
Steven Gleason Steven Gleason's PIMCO Experience July 2000 - March 2013
Job Founder and President at Four Lanterns Winery Inc. and SCJS Vineyards LLC
Industry Investment Management
Experience
Four Lanterns Winery Inc. and SCJS Vineyards LLC 2013 - Present
PIMCO July 2000 - March 2013
Arbor Research and Trading 1991 - 2000
Smith Barney Harris Upham 1985 - 1988
Skills
Investments, Management, Alternative Investments, Asset Management, Hedge Funds, Fixed Income, Asset Allocation, Portfolio Management, Series 7, Equities, Investment Management, Mutual Funds, Securities, Capital Markets, Private Equity, Bloomberg, Investment Strategies
Education
University of Chicago Graduate School of Business 1989 — 1991
Master of Business Administration (MBA), Finance and Policy
Dartmouth College 1978 — 1982
Bachelor of Arts (BA), Political Science and Government
Four Lanterns Winery Inc. and SCJS Vineyards LLC 2013 - Present
PIMCO July 2000 - March 2013
Arbor Research and Trading 1991 - 2000
Smith Barney Harris Upham 1985 - 1988
Skills
Investments, Management, Alternative Investments, Asset Management, Hedge Funds, Fixed Income, Asset Allocation, Portfolio Management, Series 7, Equities, Investment Management, Mutual Funds, Securities, Capital Markets, Private Equity, Bloomberg, Investment Strategies
Education
University of Chicago Graduate School of Business 1989 — 1991
Master of Business Administration (MBA), Finance and Policy
Dartmouth College 1978 — 1982
Bachelor of Arts (BA), Political Science and Government
Tristan Hopkins, CFA Tristan Hopkins, CFA's PIMCO Experience August 2011 - July 2013
Job Managing Partner at Elm Grove Partners
Industry Investment Management
Experience
Elm Grove Partners July 2013 - Present
PIMCO August 2011 - July 2013
Goldman Sachs January 2010 - August 2011
Goldman Sachs July 2007 - January 2010
Skills
Equities, Valuation, Bloomberg, Hedge Funds, Financial Modeling, Capital Markets, Private Equity, Emerging Markets, Investment Management, Portfolio Management, Financial Analysis
Education
Duke University 2003 — 2007
Bachelor of Science (B.S.), Economics and Mathematics
Elm Grove Partners July 2013 - Present
PIMCO August 2011 - July 2013
Goldman Sachs January 2010 - August 2011
Goldman Sachs July 2007 - January 2010
Skills
Equities, Valuation, Bloomberg, Hedge Funds, Financial Modeling, Capital Markets, Private Equity, Emerging Markets, Investment Management, Portfolio Management, Financial Analysis
Education
Duke University 2003 — 2007
Bachelor of Science (B.S.), Economics and Mathematics
Richard Ramsay's PIMCO Experience July 2013 - Present
Job Senior Web Designer / Front End Web Developer at PIMCO
Industry Graphic Design
Experience
PIMCO July 2013 - Present
Richard Ramsay February 2008 - Present
Ridemakerz, LLC November 2011 - June 2013
Hymans Robertson May 2009 - August 2011
Printing.com April 2007 - July 2008
XDisplay Group / Branded Graphics January 2007 - April 2007
Caldervale Group - Rockeater September 2005 - January 2007
Skills
Web Design, Website Development, User Experience, Creative Direction, Project Management, Design Strategy, Email Marketing, HTML emails, Responsive Web Design, SEO, Branding & Identity, HTML 5, CSS3, InDesign, Logo Design, Corporate Identity, Graphic Design, Illustrator, Brochures, Dreamweaver, Mac, Layout, HTML, jQuery, Photoshop, Adobe Creative Suite, Business Cards, Corporate Branding, Flyers, Digital Printing, Catalogs, Mobile Web Design, Semantic HTML, Email, Newsletters, Company Newsletters, Newsletter Production, Email Newsletter Design, Adobe Fireworks, Final Cut Pro, Annual Reports, Semantic Web, Semantic Markup, Print, Brand Development, Concept Development, XHTML, Vector Illustration, Typography, Invitations
Education
Glasgow Caledonian University 2004 — 2005
Bachelor's Degree, Applied Graphics Technology with Multimedia, BA
Glasgow College of Building and Printing 2001 — 2004
HND, Graphic Design
PIMCO July 2013 - Present
Richard Ramsay February 2008 - Present
Ridemakerz, LLC November 2011 - June 2013
Hymans Robertson May 2009 - August 2011
Printing.com April 2007 - July 2008
XDisplay Group / Branded Graphics January 2007 - April 2007
Caldervale Group - Rockeater September 2005 - January 2007
Skills
Web Design, Website Development, User Experience, Creative Direction, Project Management, Design Strategy, Email Marketing, HTML emails, Responsive Web Design, SEO, Branding & Identity, HTML 5, CSS3, InDesign, Logo Design, Corporate Identity, Graphic Design, Illustrator, Brochures, Dreamweaver, Mac, Layout, HTML, jQuery, Photoshop, Adobe Creative Suite, Business Cards, Corporate Branding, Flyers, Digital Printing, Catalogs, Mobile Web Design, Semantic HTML, Email, Newsletters, Company Newsletters, Newsletter Production, Email Newsletter Design, Adobe Fireworks, Final Cut Pro, Annual Reports, Semantic Web, Semantic Markup, Print, Brand Development, Concept Development, XHTML, Vector Illustration, Typography, Invitations
Education
Glasgow Caledonian University 2004 — 2005
Bachelor's Degree, Applied Graphics Technology with Multimedia, BA
Glasgow College of Building and Printing 2001 — 2004
HND, Graphic Design
Eric Limas Eric Limas's PIMCO Experience September 2014 - May 2015
Job Client Reporting Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2015 - Present
PIMCO September 2014 - May 2015
99 Options LLC August 2007 - July 2014
MiCat Brokerage LLC July 2013 - August 2013
Signature Resources May 2013 - July 2013
Tradeforecaster/Dowd Wescott Group August 2009 - August 2011
Skills
Financial Reporting, Quickbooks, Market Research, Computer Repair, Social Networking, Market Analysis, Life Insurance, Computer Maintenance, Server Management, Customer Service, Investments, Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Teamwork, Social Media, Time Management
Education
DePaul University 2009 — 2013
Bachelor of Science, Economics
Adlai E. Stevenson High School 2002 — 2006
High School Diploma
Nuveen Investments August 2015 - Present
PIMCO September 2014 - May 2015
99 Options LLC August 2007 - July 2014
MiCat Brokerage LLC July 2013 - August 2013
Signature Resources May 2013 - July 2013
Tradeforecaster/Dowd Wescott Group August 2009 - August 2011
Skills
Financial Reporting, Quickbooks, Market Research, Computer Repair, Social Networking, Market Analysis, Life Insurance, Computer Maintenance, Server Management, Customer Service, Investments, Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Teamwork, Social Media, Time Management
Education
DePaul University 2009 — 2013
Bachelor of Science, Economics
Adlai E. Stevenson High School 2002 — 2006
High School Diploma
Taylor Alan-Lee, CFA's PIMCO Experience July 2014 - Present
Job Account Manager at PIMCO
Industry Investment Management
Experience
PIMCO July 2014 - Present
PIMCO July 2008 - June 2012
Skills
Investments, Derivatives, Valuation, Series 7, Portfolio Management, Financial Modeling, Series 63, Alternative Investments, Asset Allocation, Fixed Income
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Dartmouth College 2004 — 2008
Economics
PIMCO July 2014 - Present
PIMCO July 2008 - June 2012
Skills
Investments, Derivatives, Valuation, Series 7, Portfolio Management, Financial Modeling, Series 63, Alternative Investments, Asset Allocation, Fixed Income
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Dartmouth College 2004 — 2008
Economics
Claire Nielsen Claire Nielsen's PIMCO Experience January 2015 - July 2015
Job J.D. Candidate at Rutgers Law School
Industry Law Practice
Experience
PIMCO January 2015 - July 2015
PIMCO June 2012 - December 2014
Marie Claire January 2012 - May 2012
Good Housekeeping Magazine January 2011 - December 2011
Fordham University May 2010 - September 2011
Education
Rutgers University School of Law - Newark 2015 — 2018
Juris Doctor (J.D.)
Fordham University 2008 — 2012
Gabelli School of Business, B.S. Marketing
PIMCO January 2015 - July 2015
PIMCO June 2012 - December 2014
Marie Claire January 2012 - May 2012
Good Housekeeping Magazine January 2011 - December 2011
Fordham University May 2010 - September 2011
Education
Rutgers University School of Law - Newark 2015 — 2018
Juris Doctor (J.D.)
Fordham University 2008 — 2012
Gabelli School of Business, B.S. Marketing
Adrian Sequeira, CFA Adrian Sequeira, CFA's PIMCO Experience January 2012 - Present
Job Account Associate Specialist at PIMCO
Industry Financial Services
Experience
PIMCO January 2012 - Present
Bank of Montreal November 2010 - December 2011
Texas Instruments May 2006 - December 2008
Skills
Business Analysis, Analysis, Portfolio Management, Financial Modeling, Financial Analysis, Strategy, Risk Management, Fixed Income, Investments, Project Management, Competitive Analysis, Account Management, Pensions, Asset Allocation, Finance, Financial Services, Alternative Investments, Mutual Funds, Capital Markets, Requirements Analysis
Education
York University - Schulich School of Business 2009 — 2010
MBA, Finance
Georgia Institute of Technology 2005 — 2007
M.Sc., Electrical and Computer Engineering
Florida Institute of Technology 2000 — 2004
B.Sc, Electrical Engineering
Ideal Indian School
PIMCO January 2012 - Present
Bank of Montreal November 2010 - December 2011
Texas Instruments May 2006 - December 2008
Skills
Business Analysis, Analysis, Portfolio Management, Financial Modeling, Financial Analysis, Strategy, Risk Management, Fixed Income, Investments, Project Management, Competitive Analysis, Account Management, Pensions, Asset Allocation, Finance, Financial Services, Alternative Investments, Mutual Funds, Capital Markets, Requirements Analysis
Education
York University - Schulich School of Business 2009 — 2010
MBA, Finance
Georgia Institute of Technology 2005 — 2007
M.Sc., Electrical and Computer Engineering
Florida Institute of Technology 2000 — 2004
B.Sc, Electrical Engineering
Ideal Indian School
Katie Wartman's PIMCO Experience September 2012 - Present
Job Associate at PIMCO
Industry Investment Management
Experience
PIMCO September 2012 - Present
PricewaterhouseCoopers September 2011 - September 2012
Skills
Valuation
Education
Emory University - Goizueta Business School 2008 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Emory University
PIMCO September 2012 - Present
PricewaterhouseCoopers September 2011 - September 2012
Skills
Valuation
Education
Emory University - Goizueta Business School 2008 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Emory University
Dick Weil Dick Weil's PIMCO Experience February 1996 - January 2010
Job CEO at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group January 2010 - Present
PIMCO February 1996 - January 2010
Skills
Investments
Education
University of Chicago Law School 1986 — 1989
Doctor of Law (JD)
Duke University 1981 — 1985
Bachelor's degree, Economics
Janus Capital Group January 2010 - Present
PIMCO February 1996 - January 2010
Skills
Investments
Education
University of Chicago Law School 1986 — 1989
Doctor of Law (JD)
Duke University 1981 — 1985
Bachelor's degree, Economics
Ryan Anella's PIMCO Experience February 2014 - Present
Job Middle Office Associate at PIMCO
Industry Research
Experience
PIMCO February 2014 - Present
PIMCO July 2013 - February 2014
F&M Physics and Astronomy Department May 2012 - July 2012
F&M Physics and Astronomy Department September 2011 - December 2011
Skills
Research, Photoshop, Teamwork, Matlab, Windows, Python, Unix, LaTeX, NI LabVIEW, IRAF, Physics, Electronics, Astrophysics, Microsoft Office, Statistics, Data Analysis, Mathematica
Education
Franklin & Marshall College 2009 — 2013
Bachelor's degree, Astrophysics
LaSalle College High School 2005 — 2009
PIMCO February 2014 - Present
PIMCO July 2013 - February 2014
F&M Physics and Astronomy Department May 2012 - July 2012
F&M Physics and Astronomy Department September 2011 - December 2011
Skills
Research, Photoshop, Teamwork, Matlab, Windows, Python, Unix, LaTeX, NI LabVIEW, IRAF, Physics, Electronics, Astrophysics, Microsoft Office, Statistics, Data Analysis, Mathematica
Education
Franklin & Marshall College 2009 — 2013
Bachelor's degree, Astrophysics
LaSalle College High School 2005 — 2009
Daniel Ballen's PIMCO Experience June 2014 - Present
Job
Industry Venture Capital & Private Equity
Experience
PIMCO June 2014 - Present
Community Board 2 Manhattan - Land Use and Business Development; Arts and Institutions Committees 2013 - Present
Pine Brook Partners 2011 - 2014
Bain Capital 2007 - 2010
Bear, Stearns & Co. Inc. 2005 - 2007
Skills
Private Equity, Venture Capital, Investment Banking, Corporate Finance, Hedge Funds, LBO, Equities, Valuation, Investments, Alternative Investments, Financial Modeling, Due Diligence
Education
Emory University 2001 — 2005
Bachelor's Degree
PIMCO June 2014 - Present
Community Board 2 Manhattan - Land Use and Business Development; Arts and Institutions Committees 2013 - Present
Pine Brook Partners 2011 - 2014
Bain Capital 2007 - 2010
Bear, Stearns & Co. Inc. 2005 - 2007
Skills
Private Equity, Venture Capital, Investment Banking, Corporate Finance, Hedge Funds, LBO, Equities, Valuation, Investments, Alternative Investments, Financial Modeling, Due Diligence
Education
Emory University 2001 — 2005
Bachelor's Degree
James Marcin James Marcin's PIMCO Experience June 2010 - August 2010
Job Sales and Operations Analyst at 5.11 Tactical
Industry Apparel & Fashion
Experience
5.11 Tactical March 2014 - Present
QSC Audio June 2011 - February 2014
PIMCO June 2010 - August 2010
Blizzard Entertainment August 2008 - March 2009
Accenture May 2006 - August 2008
Skills
Cross-functional Team..., Business Intelligence, Strategy, Analytics, CRM, Management, Product Management, Project Management, Product Development, Account Management, Product Marketing, Data Analysis, Market Research, Competitive Analysis, Marketing Strategy, Business Strategy, Forecasting, Marketing, Program Management
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2011
MBA, Accounting and Finance
Essec Business School Paris 2010 — 2010
MBA, Exchange Program
University of Michigan College of Engineering04/2006 2005 — 2006
MSE, Biomedical Engineering
University of Michigan College of Engineering04/2005 2001 — 2005
BSE, Biomedical Engineering
5.11 Tactical March 2014 - Present
QSC Audio June 2011 - February 2014
PIMCO June 2010 - August 2010
Blizzard Entertainment August 2008 - March 2009
Accenture May 2006 - August 2008
Skills
Cross-functional Team..., Business Intelligence, Strategy, Analytics, CRM, Management, Product Management, Project Management, Product Development, Account Management, Product Marketing, Data Analysis, Market Research, Competitive Analysis, Marketing Strategy, Business Strategy, Forecasting, Marketing, Program Management
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2011
MBA, Accounting and Finance
Essec Business School Paris 2010 — 2010
MBA, Exchange Program
University of Michigan College of Engineering04/2006 2005 — 2006
MSE, Biomedical Engineering
University of Michigan College of Engineering04/2005 2001 — 2005
BSE, Biomedical Engineering
Vincent Birardi's PIMCO Experience May 2015 - Present
Job
Industry Information Technology and Services
Experience
PIMCO May 2015 - Present
Skills
CRM, Product Management, Equities, Business Process, Financial Services, Business Analysis, Equity Research, Software Project..., SDLC, SaaS, Management, Vendor Management, Cloud Computing, Salesforce.com, Process Improvement, Enterprise Software, Market Data, Business Process..., Fixed Income, Collaboration, IT Strategy, Project Portfolio..., Business Intelligence, Relationship Management, PMO, Business Process..., Technology Change..., Internal & External..., Project Management, Requirements Analysis, Professional Services, Analysis, Business Development, Requirements Gathering, Integration, Business Requirements, Fixed Income Technology, Mobile Applications, Scrum, Agile & Waterfall..., Product Design, Microsoft Dynamics, SharePoint, iOS Design
Education
Fordham Gabelli School of Business 2004 — 2007
M.B.A. - Finance, M.S. - Information Systems
Cornell University 1993 — 1997
B.S., Industrial & Labor Relations
Regis High School 1989 — 1993
PIMCO May 2015 - Present
Skills
CRM, Product Management, Equities, Business Process, Financial Services, Business Analysis, Equity Research, Software Project..., SDLC, SaaS, Management, Vendor Management, Cloud Computing, Salesforce.com, Process Improvement, Enterprise Software, Market Data, Business Process..., Fixed Income, Collaboration, IT Strategy, Project Portfolio..., Business Intelligence, Relationship Management, PMO, Business Process..., Technology Change..., Internal & External..., Project Management, Requirements Analysis, Professional Services, Analysis, Business Development, Requirements Gathering, Integration, Business Requirements, Fixed Income Technology, Mobile Applications, Scrum, Agile & Waterfall..., Product Design, Microsoft Dynamics, SharePoint, iOS Design
Education
Fordham Gabelli School of Business 2004 — 2007
M.B.A. - Finance, M.S. - Information Systems
Cornell University 1993 — 1997
B.S., Industrial & Labor Relations
Regis High School 1989 — 1993
Sarvagna Patel's PIMCO Experience March 2012 - Present
Job
Industry Financial Services
Experience
PIMCO March 2012 - Present
Miami Heat March 2007 - March 2012
Dealer Source, Inc October 2004 - March 2007
Skills
Microsoft CRM, ASP.Net, ASP.NET MVC, C#, SQL Server 2000-2008, Entity Data Framework, jQuery, LINQ, WCF, REST, Microsoft Enterprise..., OOP, SSIS, SSRS, Oracle PL/SQL..., Microsoft SQL Server, Agile Methodologies, ASP.NET, Enterprise Library, TFS, Web Services, SOA, AJAX, Databases, IIS, XML, Visual Studio, SQL, T-SQL, Stored Procedures, Database Design, .NET, Crystal Reports, Entity Framework, WPF
Education
Florida Atlantic University 2009 — 2013
Masters, Business Administration
Florida Atlantic University 2001 — 2003
Bachelors, Computer Science
PIMCO March 2012 - Present
Miami Heat March 2007 - March 2012
Dealer Source, Inc October 2004 - March 2007
Skills
Microsoft CRM, ASP.Net, ASP.NET MVC, C#, SQL Server 2000-2008, Entity Data Framework, jQuery, LINQ, WCF, REST, Microsoft Enterprise..., OOP, SSIS, SSRS, Oracle PL/SQL..., Microsoft SQL Server, Agile Methodologies, ASP.NET, Enterprise Library, TFS, Web Services, SOA, AJAX, Databases, IIS, XML, Visual Studio, SQL, T-SQL, Stored Procedures, Database Design, .NET, Crystal Reports, Entity Framework, WPF
Education
Florida Atlantic University 2009 — 2013
Masters, Business Administration
Florida Atlantic University 2001 — 2003
Bachelors, Computer Science
Trushar Mehta's PIMCO Experience December 2012 - Present
Job Data Operations Supervisor at PIMCO
Industry Financial Services
Experience
PIMCO December 2012 - Present
Allianz Asset Management July 2009 - December 2012
Bullrun Financial September 2005 - April 2009
Skills
SQL, Data Analysis, Java, Databases, Analysis, Unix, XML, Oracle
Education
Fairleigh Dickinson University 1999 — 2005
Masters, Computer Science
PIMCO December 2012 - Present
Allianz Asset Management July 2009 - December 2012
Bullrun Financial September 2005 - April 2009
Skills
SQL, Data Analysis, Java, Databases, Analysis, Unix, XML, Oracle
Education
Fairleigh Dickinson University 1999 — 2005
Masters, Computer Science
Yuesong Li's PIMCO Experience August 2011 - Present
Job Vice President at PIMCO
Industry Capital Markets
Experience
PIMCO August 2011 - Present
Freddie Mac September 2008 - August 2011
Countrywide June 2007 - September 2008
Georgia Institute of Technology December 2005 - June 2007
Georgia Institute of Technology August 2002 - June 2007
Education
Georgia Institute of Technology 2002 — 2007
Phd, Physics
Fudan University 1998 — 2002
MS, Physics2004
PIMCO August 2011 - Present
Freddie Mac September 2008 - August 2011
Countrywide June 2007 - September 2008
Georgia Institute of Technology December 2005 - June 2007
Georgia Institute of Technology August 2002 - June 2007
Education
Georgia Institute of Technology 2002 — 2007
Phd, Physics
Fudan University 1998 — 2002
MS, Physics2004
Ray Huang's PIMCO Experience March 2013 - Present
Job Vice President, Credit Research at PIMCO
Industry Financial Services
Experience
PIMCO March 2013 - Present
Green Street Advisors July 2010 - March 2013
JPMorgan June 2004 - July 2010
Lincoln Financial Group August 2003 - June 2004
Skills
Investments, Valuation, Financial Modeling, Equities, Bloomberg, Equity Research, Financial Analysis, Fixed Income, Asset Managment, Portfolio Management, Securities, Competitive Analysis, Emerging Markets, Asset Management, Derivatives, Equity Valuation
Education
Cornell University 1999 — 2003
Bachelor of Science, Operations Research and Industrial Engineering
PIMCO March 2013 - Present
Green Street Advisors July 2010 - March 2013
JPMorgan June 2004 - July 2010
Lincoln Financial Group August 2003 - June 2004
Skills
Investments, Valuation, Financial Modeling, Equities, Bloomberg, Equity Research, Financial Analysis, Fixed Income, Asset Managment, Portfolio Management, Securities, Competitive Analysis, Emerging Markets, Asset Management, Derivatives, Equity Valuation
Education
Cornell University 1999 — 2003
Bachelor of Science, Operations Research and Industrial Engineering
Patricia Wolfe's PIMCO Experience May 2007 - August 2008
Job Legal/Compliance Generalist
Industry Financial Services
Experience
Och-Ziff Capital Management July 2012 - May 2013
Credit Suisse September 2010 - March 2012
Standard Chartered Bank August 2009 - July 2010
PIMCO May 2007 - August 2008
Morgan Stanley October 2005 - April 2007
Skills
Derivatives, Equities, Options, ISDA, Swaps, Prime Brokerage, Foreign Languages, Hedge Funds, Mutual Funds, Capital Markets, Risk Management, Commodity, Hedging, CDS, Securities, Financial Risk, Interest Rate Swaps, Portfolio Management, Securities Lending, Credit Risk
Education
Fordham University School of Law 2001 — 2004
JD, Law
Dartmouth College 1994 — 1998
BA, Classical Archaeology
Hunter College High School 1988 — 1994
Och-Ziff Capital Management July 2012 - May 2013
Credit Suisse September 2010 - March 2012
Standard Chartered Bank August 2009 - July 2010
PIMCO May 2007 - August 2008
Morgan Stanley October 2005 - April 2007
Skills
Derivatives, Equities, Options, ISDA, Swaps, Prime Brokerage, Foreign Languages, Hedge Funds, Mutual Funds, Capital Markets, Risk Management, Commodity, Hedging, CDS, Securities, Financial Risk, Interest Rate Swaps, Portfolio Management, Securities Lending, Credit Risk
Education
Fordham University School of Law 2001 — 2004
JD, Law
Dartmouth College 1994 — 1998
BA, Classical Archaeology
Hunter College High School 1988 — 1994
Nagendra Jayanty, CFA's PIMCO Experience August 2009 - June 2012
Job Managing Director at Claren Road Asset Management
Industry Investment Management
Experience
Claren Road Asset Management June 2012 - Present
PIMCO August 2009 - June 2012
Deutsche Bank June 2008 - August 2009
TIAA-CREF July 2003 - May 2007
Skills
Portfolio Management, Trading, Equities, Valuation, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance, Management
Duke University 1999 — 2003
BA, Economics, Spanish
Claren Road Asset Management June 2012 - Present
PIMCO August 2009 - June 2012
Deutsche Bank June 2008 - August 2009
TIAA-CREF July 2003 - May 2007
Skills
Portfolio Management, Trading, Equities, Valuation, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance, Management
Duke University 1999 — 2003
BA, Economics, Spanish
Christine Song, CFA's PIMCO Experience June 2013 - August 2013
Job Associate at Miller Buckfire
Industry Financial Services
Experience
Miller Buckfire August 2014 - Present
PIMCO June 2013 - August 2013
Morgan Stanley Smith Barney January 2009 - July 2012
Citi Global Wealth Management February 2006 - January 2009
Goldman Sachs July 2004 - January 2006
Skills
Hedge Funds
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Bronx Science
Miller Buckfire August 2014 - Present
PIMCO June 2013 - August 2013
Morgan Stanley Smith Barney January 2009 - July 2012
Citi Global Wealth Management February 2006 - January 2009
Goldman Sachs July 2004 - January 2006
Skills
Hedge Funds
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Bronx Science
Chong Tu's PIMCO Experience March 2010 - Present
Job
Industry Financial Services
Experience
PIMCO March 2010 - Present
Tilden Park Capital Management 2008 - March 2010
Capital One Financial 2006 - 2008
Education
Duke University 2001 — 2006
PhD, Statistics
PIMCO March 2010 - Present
Tilden Park Capital Management 2008 - March 2010
Capital One Financial 2006 - 2008
Education
Duke University 2001 — 2006
PhD, Statistics
Christina Duncan's PIMCO Experience 2012 - 2012
Job Sales and Relationship Manager, FICC
Industry Financial Services
Experience
Citadel LLC 2015 - Present
The Boston Consulting Group 2013 - 2015
Paleo Fit Meals 2013 - 2013
PIMCO 2012 - 2012
Goldman Sachs 2009 - 2011
JPMorgan Chase 2007 - 2009
Morgan Stanley 2006 - 2007
Skills
Hedge Funds, Corporate Finance, Derivatives, Investments, Credit Risk, Valuation, Structured Finance, Bloomberg, Alternative Investments, Financial Modeling
Education
University of Chicago 2011 — 2013
Master of Business Administration (MBA), Finance, Entrepreneurship and Managerial and Organizational Behavior
Dartmouth College 2002 — 2006
AB, Economics
Citadel LLC 2015 - Present
The Boston Consulting Group 2013 - 2015
Paleo Fit Meals 2013 - 2013
PIMCO 2012 - 2012
Goldman Sachs 2009 - 2011
JPMorgan Chase 2007 - 2009
Morgan Stanley 2006 - 2007
Skills
Hedge Funds, Corporate Finance, Derivatives, Investments, Credit Risk, Valuation, Structured Finance, Bloomberg, Alternative Investments, Financial Modeling
Education
University of Chicago 2011 — 2013
Master of Business Administration (MBA), Finance, Entrepreneurship and Managerial and Organizational Behavior
Dartmouth College 2002 — 2006
AB, Economics
Mehak Dua's PIMCO Experience May 2013 - Present
Job Vice President, Investment Professional at PIMCO
Industry Investment Management
Experience
PIMCO May 2013 - Present
Goldman Sachs July 2010 - April 2013
Goldman Sachs June 2009 - August 2009
HSBC March 2006 - August 2008
Accenture August 2002 - February 2004
Skills
Investment Banking, Financial Modeling, Valuation, Emerging Markets, Private Equity, M&A work, Technology, Infrastructure, Principal Investing
Education
Harvard Business School 2008 — 2010
MBA, Finance, General
University of Oxford 2002 — 2004
B.A, Politics, Philosophy and Economics (P.P.E)
University of Delhi 1999 — 2002
B.A Hons, Economics
PIMCO May 2013 - Present
Goldman Sachs July 2010 - April 2013
Goldman Sachs June 2009 - August 2009
HSBC March 2006 - August 2008
Accenture August 2002 - February 2004
Skills
Investment Banking, Financial Modeling, Valuation, Emerging Markets, Private Equity, M&A work, Technology, Infrastructure, Principal Investing
Education
Harvard Business School 2008 — 2010
MBA, Finance, General
University of Oxford 2002 — 2004
B.A, Politics, Philosophy and Economics (P.P.E)
University of Delhi 1999 — 2002
B.A Hons, Economics
Danielle Bertuzzi's PIMCO Experience June 2013 - Present
Job Administrative Assistant at PIMCO
Industry Financial Services
Experience
PIMCO June 2013 - Present
StudioPMG September 2008 - Present
The Travel Store 2007 - 2008
TravelStore 2007 - 2008
Wells Fargo Home Mortgage 2003 - 2006
American Express Business Travel 1995 - 2000
Skills
Microsoft Office, Travel Planning, Travel Management, PowerPoint, Social Media Marketing, Sabre, Customer Service, Tourism, Business Travel, Microsoft Excel, Event Management, Outlook, Event Planning, Online Advertising, Account Management, Online Marketing, Sales Management, Advertising, Marketing, Marketing Strategy, Public Relations, Social Networking
Education
Fullerton College 1991 — 2007
Associate's degree, Business Administration, Management and Operations
Esperanza High School 1984 — 1988
PIMCO June 2013 - Present
StudioPMG September 2008 - Present
The Travel Store 2007 - 2008
TravelStore 2007 - 2008
Wells Fargo Home Mortgage 2003 - 2006
American Express Business Travel 1995 - 2000
Skills
Microsoft Office, Travel Planning, Travel Management, PowerPoint, Social Media Marketing, Sabre, Customer Service, Tourism, Business Travel, Microsoft Excel, Event Management, Outlook, Event Planning, Online Advertising, Account Management, Online Marketing, Sales Management, Advertising, Marketing, Marketing Strategy, Public Relations, Social Networking
Education
Fullerton College 1991 — 2007
Associate's degree, Business Administration, Management and Operations
Esperanza High School 1984 — 1988
Steven Plump's PIMCO Experience January 2011 - Present
Job Executive Vice President at PIMCO
Industry Financial Services
Experience
PIMCO January 2011 - Present
Allianz Global Investors January 2007 - December 2010
Credit Suisse Asset Management 1999 - 2006
Credit Suisse Asset Management (formerly BEA Associates) 1999 - 2006
Credit Suisse 1999 - 2006
Credit Suisse Group 1999 - 2006
Warburg Pincus 1995 - 1999
Warburg Pincus Asset Management 1995 - 1999
GNA 1990 - 1993
Skills
Alternative Investments, Fixed Income, Series 7, Mutual Funds, Asset Management, Equities, Investment Management, Wealth Management, Investments, Securities, Management, Strategy, Financial Services, Emerging Markets, Hedge Funds, Financial Markets, Asset Managment, 401k, Asset Allocation, Risk Management, Finance, Retirement Planning, Investment Strategies, Series 24, Due Diligence, Investment Advisory, Wealth Management..., FINRA, Series 63, Investment Banking, Fund Of Funds, Financial Advisory, Competitive Analysis, Separately Managed..., Relationship Management, Series 65, Executive Management, Financial Analysis, Financial Modeling, Hedging, Capital Markets, Series 6, Institutional..., Mergers & Acquisitions, Equity Research, Trading, Strategic Financial..., Bloomberg, Private Equity, Retirement
Education
Cornell University 1977 — 1981
PIMCO January 2011 - Present
Allianz Global Investors January 2007 - December 2010
Credit Suisse Asset Management 1999 - 2006
Credit Suisse Asset Management (formerly BEA Associates) 1999 - 2006
Credit Suisse 1999 - 2006
Credit Suisse Group 1999 - 2006
Warburg Pincus 1995 - 1999
Warburg Pincus Asset Management 1995 - 1999
GNA 1990 - 1993
Skills
Alternative Investments, Fixed Income, Series 7, Mutual Funds, Asset Management, Equities, Investment Management, Wealth Management, Investments, Securities, Management, Strategy, Financial Services, Emerging Markets, Hedge Funds, Financial Markets, Asset Managment, 401k, Asset Allocation, Risk Management, Finance, Retirement Planning, Investment Strategies, Series 24, Due Diligence, Investment Advisory, Wealth Management..., FINRA, Series 63, Investment Banking, Fund Of Funds, Financial Advisory, Competitive Analysis, Separately Managed..., Relationship Management, Series 65, Executive Management, Financial Analysis, Financial Modeling, Hedging, Capital Markets, Series 6, Institutional..., Mergers & Acquisitions, Equity Research, Trading, Strategic Financial..., Bloomberg, Private Equity, Retirement
Education
Cornell University 1977 — 1981
Jason Nagler's PIMCO Experience May 2013 - Present
Job Vice President Head of Fund Reporting, Assistant Treasurer at PIMCO
Industry Investment Management
Experience
PIMCO May 2013 - Present
GMO August 2009 - May 2013
Deloitte January 2005 - July 2009
Deloitte January 2005 - August 2007
Skills
Hedge Funds, SEC reporting, Financial Reporting, Financial Accounting, Auditing, Asset Management, SOX, Mutual Funds, Audit, Accounting, GAAP, US GAAP, Private Equity, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, SEC filings, Financial Modeling
Education
D'Amore-McKim School of Business at Northeastern University 2004 — 2005
MS/MBA, Business, Accounting
Vassar College 2000 — 2004
BA, Economic
PIMCO May 2013 - Present
GMO August 2009 - May 2013
Deloitte January 2005 - July 2009
Deloitte January 2005 - August 2007
Skills
Hedge Funds, SEC reporting, Financial Reporting, Financial Accounting, Auditing, Asset Management, SOX, Mutual Funds, Audit, Accounting, GAAP, US GAAP, Private Equity, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, SEC filings, Financial Modeling
Education
D'Amore-McKim School of Business at Northeastern University 2004 — 2005
MS/MBA, Business, Accounting
Vassar College 2000 — 2004
BA, Economic
Andrea Martin's PIMCO Experience March 2011 - Present
Job Vice President, Counsel at PIMCO
Industry Investment Management
Experience
Sophistiquicke July 2014 - Present
PIMCO March 2011 - Present
Schulte Roth & Zabel LLP September 2006 - March 2011
Dewey Ballantine LLP 2003 - 2006
Skills
Securities Regulation, Corporate Law, Hedge Funds, Private Equity, Due Diligence, Corporate Governance, Securities, Mergers & Acquisitions, Private Placements, Alternative Investments, Venture Capital, Capital Markets, Asset Management, Investments, Joint Ventures, Fund Of Funds, Investment Management, Fixed Income, Legal Compliance
Education
New York University School of Law 2000 — 2003
JD
Duke University 1996 — 2000
B.A.
Lower Merion High School
Sophistiquicke July 2014 - Present
PIMCO March 2011 - Present
Schulte Roth & Zabel LLP September 2006 - March 2011
Dewey Ballantine LLP 2003 - 2006
Skills
Securities Regulation, Corporate Law, Hedge Funds, Private Equity, Due Diligence, Corporate Governance, Securities, Mergers & Acquisitions, Private Placements, Alternative Investments, Venture Capital, Capital Markets, Asset Management, Investments, Joint Ventures, Fund Of Funds, Investment Management, Fixed Income, Legal Compliance
Education
New York University School of Law 2000 — 2003
JD
Duke University 1996 — 2000
B.A.
Lower Merion High School
Kris Rindt-Hoffman's PIMCO Experience 2004 - 2006
Job Institutional Sales at Green Street Advisors
Industry Financial Services
Experience
Green Street Advisors June 2012 - Present
Charles Schwab October 2007 - May 2012
Churchill Management Group September 2006 - October 2007
PIMCO 2004 - 2006
Skills
Equities, Investments, Bloomberg, Securities, Wealth Management, Trading, Investment Strategies, Asset Managment, Fixed Income, Alternative Investments, Financial Modeling, Hedge Funds
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2010
Master of Business Administration (MBA), Finance, General
Concordia University-Irvine 1999 — 2002
Bachelor's degree, Business/Managerial Economics
Green Street Advisors June 2012 - Present
Charles Schwab October 2007 - May 2012
Churchill Management Group September 2006 - October 2007
PIMCO 2004 - 2006
Skills
Equities, Investments, Bloomberg, Securities, Wealth Management, Trading, Investment Strategies, Asset Managment, Fixed Income, Alternative Investments, Financial Modeling, Hedge Funds
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2010
Master of Business Administration (MBA), Finance, General
Concordia University-Irvine 1999 — 2002
Bachelor's degree, Business/Managerial Economics
Lori Gartland's PIMCO Experience July 2002 - July 2006
Job Licensing Services Manager at State of Washington Department of Licensing
Industry Program Development
Experience
State of Washington Department of Licensing April 2010 - Present
State of Washington January 2004 - Present
Lewis County Board of Equalization 2008 - 2010
Irvine Technology Corporation February 2007 - July 2008
Loan Link Financial Services July 2006 - February 2007
PIMCO July 2002 - July 2006
Pacific Investment Management Company LLC July 2002 - July 2006
Pentafour Software Solutions January 1999 - July 2002
Pentafour Software Solutions 1999 - 2002
Law Offices of M. Richard Cutler March 1997 - January 1999
Skills
Contract Negotiation, Program Management
Education
Golden West College
Corporate Law, Criminal Law; Psychology and Business Accounting
Graduate/Balin Institute
Specialized, Paralegal Technologies & Law Office Management
State of Washington Department of Licensing April 2010 - Present
State of Washington January 2004 - Present
Lewis County Board of Equalization 2008 - 2010
Irvine Technology Corporation February 2007 - July 2008
Loan Link Financial Services July 2006 - February 2007
PIMCO July 2002 - July 2006
Pacific Investment Management Company LLC July 2002 - July 2006
Pentafour Software Solutions January 1999 - July 2002
Pentafour Software Solutions 1999 - 2002
Law Offices of M. Richard Cutler March 1997 - January 1999
Skills
Contract Negotiation, Program Management
Education
Golden West College
Corporate Law, Criminal Law; Psychology and Business Accounting
Graduate/Balin Institute
Specialized, Paralegal Technologies & Law Office Management
David Di Rocco's PIMCO Experience August 2010 - August 2014
Job Derivatives Portfolio Associate at PIMCO
Industry Investment Management
Experience
PIMCO August 2010 - August 2014
State Street March 2008 - August 2010
Skills
Fixed Income, Mutual Funds, Portfolio Management, Derivatives, Trading, Asset Management, Bloomberg, Operational Efficiency, Fixed Income Analysis, Financial Modeling, Business Development, Equities, Financial Analysis, Investments, Venture Capital, Global Macro, Microsoft Excel, Corporate Development, Due Diligence, Cash Flow Forecasting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
Georgetown University - The McDonough School of Business
Master of Business Administration (M.B.A.)
PIMCO August 2010 - August 2014
State Street March 2008 - August 2010
Skills
Fixed Income, Mutual Funds, Portfolio Management, Derivatives, Trading, Asset Management, Bloomberg, Operational Efficiency, Fixed Income Analysis, Financial Modeling, Business Development, Equities, Financial Analysis, Investments, Venture Capital, Global Macro, Microsoft Excel, Corporate Development, Due Diligence, Cash Flow Forecasting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
Georgetown University - The McDonough School of Business
Master of Business Administration (M.B.A.)
Dat Buu's PIMCO Experience June 2008 - Present
Job Senior Compliance Analyst at PIMCO
Industry Financial Services
Experience
PIMCO June 2008 - Present
JPMorgan Chase July 2007 - June 2008
Skills
Asset Management, Bloomberg, Equities, Hedge Funds, Fixed Income, Mutual Funds, Securities, Alternative Investments, Bonds, Derivatives, Financial Analysis, Financial Services, Investments, Portfolio Management
Education
Drexel University - LeBow College of Business
PIMCO June 2008 - Present
JPMorgan Chase July 2007 - June 2008
Skills
Asset Management, Bloomberg, Equities, Hedge Funds, Fixed Income, Mutual Funds, Securities, Alternative Investments, Bonds, Derivatives, Financial Analysis, Financial Services, Investments, Portfolio Management
Education
Drexel University - LeBow College of Business
Katy Lewis, CFA's PIMCO Experience July 2012 - Present
Job Institutional Business Group at PIMCO
Industry Financial Services
Experience
PIMCO July 2012 - Present
Russell Investments May 2011 - July 2012
Callan Associates June 2009 - October 2010
Cowen and Company July 2004 - June 2007
Skills
Chartered Financial..., Equities, Financial Modeling, Alternative Investments, Fixed Income, Bloomberg, Asset Managment, Valuation, Asset Allocation, Hedge Funds, Investment Management, Private Equity, Investments, Derivatives, Mutual Funds
Education
Emory University
Bachelor of Arts, Economics; Finance
PIMCO July 2012 - Present
Russell Investments May 2011 - July 2012
Callan Associates June 2009 - October 2010
Cowen and Company July 2004 - June 2007
Skills
Chartered Financial..., Equities, Financial Modeling, Alternative Investments, Fixed Income, Bloomberg, Asset Managment, Valuation, Asset Allocation, Hedge Funds, Investment Management, Private Equity, Investments, Derivatives, Mutual Funds
Education
Emory University
Bachelor of Arts, Economics; Finance
Danny Iandoli, CIMA®, MBA's PIMCO Experience April 2015 - Present
Job VICE PRESIDENT EXTERNAL ADVISOR CONSULTANT at PIMCO
Industry Financial Services
Experience
PIMCO April 2015 - Present
PIMCO January 2011 - Present
MFS Investment Management January 2007 - December 2010
MFS Investment Management June 2006 - December 2006
MFS Investment Management August 2004 - June 2006
Boston Capital April 2003 - August 2004
REON Broadband January 2000 - December 2002
Skills
Fixed Income, Investment Management, Mutual Funds, Financial Services, Series 24, Series 7, Bonds, Investments, Investment Advisory, Financial Advisory, Alternative Investments, Certified Investment..., Asset Allocation, Hedge Funds, 401k, Capital Markets, IRAs, Relationship Management, Asset Managment, Separately Managed..., Pensions, Private Equity, Business Development, High Net Worth..., CIMA, Public Speaking, Global Tactical Asset..., Sales, Finance, Investment Strategies, Securities, Portfolio Management
Education
Northeastern University - Graduate School of Business Administration 1996 — 1998
Master of Business Administration (MBA)
Northeastern University 1989 — 1993
BUSINESS, MANAGEMENT
PIMCO April 2015 - Present
PIMCO January 2011 - Present
MFS Investment Management January 2007 - December 2010
MFS Investment Management June 2006 - December 2006
MFS Investment Management August 2004 - June 2006
Boston Capital April 2003 - August 2004
REON Broadband January 2000 - December 2002
Skills
Fixed Income, Investment Management, Mutual Funds, Financial Services, Series 24, Series 7, Bonds, Investments, Investment Advisory, Financial Advisory, Alternative Investments, Certified Investment..., Asset Allocation, Hedge Funds, 401k, Capital Markets, IRAs, Relationship Management, Asset Managment, Separately Managed..., Pensions, Private Equity, Business Development, High Net Worth..., CIMA, Public Speaking, Global Tactical Asset..., Sales, Finance, Investment Strategies, Securities, Portfolio Management
Education
Northeastern University - Graduate School of Business Administration 1996 — 1998
Master of Business Administration (MBA)
Northeastern University 1989 — 1993
BUSINESS, MANAGEMENT
Andrew Revell's PIMCO Experience January 2013 - Present
Job Vice President Advisor Consultant at PIMCO
Industry Financial Services
Experience
PIMCO January 2013 - Present
PIMCO February 2010 - Present
Claymore Securities January 2007 - May 2010
Allianz Global Investors January 2005 - January 2007
PIMCO Advisors February 2001 - January 2005
Education
Hamilton College 1996 — 2000
The Hill School 1993 — 1996
PIMCO January 2013 - Present
PIMCO February 2010 - Present
Claymore Securities January 2007 - May 2010
Allianz Global Investors January 2005 - January 2007
PIMCO Advisors February 2001 - January 2005
Education
Hamilton College 1996 — 2000
The Hill School 1993 — 1996
Aileen Pellegrini's PIMCO Experience 1982 - 1985
Job Process Development/Accounting Coordinator
Industry Accounting
Experience
Blair Electric Service Company November 2004 - Present
Allstate Insurance July 2002 - May 2004
Preferred Healthcare System 1998 - 2002
PHICO November 1991 - January 1997
Penn National Insurance 1990 - 1993
Underwriters and Administrators 1985 - 1988
PIMCO 1982 - 1985
Skills
Managing Workflow, Customer Service, Interviewing Skills, Insurance Adjusting, Client Billing, Spreadsheets, Benefits Administration, Workers' Compensation..., Health Insurance, Disability Claims..., PPO, HMO, Process Improvement, Accounts Payable, Employee Benefits
Education
Elizabethtown College
B.S., Business Administration/Accounting
Blair Electric Service Company November 2004 - Present
Allstate Insurance July 2002 - May 2004
Preferred Healthcare System 1998 - 2002
PHICO November 1991 - January 1997
Penn National Insurance 1990 - 1993
Underwriters and Administrators 1985 - 1988
PIMCO 1982 - 1985
Skills
Managing Workflow, Customer Service, Interviewing Skills, Insurance Adjusting, Client Billing, Spreadsheets, Benefits Administration, Workers' Compensation..., Health Insurance, Disability Claims..., PPO, HMO, Process Improvement, Accounts Payable, Employee Benefits
Education
Elizabethtown College
B.S., Business Administration/Accounting
Matthew Sinni's PIMCO Experience June 2013 - Present
Job Vice President at PIMCO
Industry Financial Services
Experience
PIMCO June 2013 - Present
Assured Guaranty April 2008 - May 2013
XL Capital Assurance August 2004 - March 2008
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, Finance and Business Economics
Hobart and William Smith Colleges 2000 — 2004
PIMCO June 2013 - Present
Assured Guaranty April 2008 - May 2013
XL Capital Assurance August 2004 - March 2008
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, Finance and Business Economics
Hobart and William Smith Colleges 2000 — 2004
Steve Moyer's PIMCO Experience June 2009 - June 2012
Job President, Distressed Debt Alpha
Industry Investment Management
Experience
Distressed Debt Alpha Adjunct ProfessorUSC Marshall School of Business2014 - 2015
USC Marshall School of Business 2014 - 2015
PIMCO June 2009 - June 2012
Tennenbaum Capital 2006 - 2008
Imperial Capital LLC 2000 - 2006
Banc of America Securities 1997 - 1999
Kemper Secuities/Wachovia 1990 - 1997
Drexel Burnham Lambert 1987 - 1990
First Boston 1985 - 1987
Riordan & Mckenzie 1984 - 1986
Skills
Portfolio Management, Investments, Investment Management, Bonds, High Yield, Mutual Funds, High Yield Bonds, Analysis, Management, Hedge Funds, Fixed Income, Alternative Investments, Equities, Asset Management, Bloomberg, Capital Markets, Valuation, Private Equity, Financial Modeling, Derivatives, Trading, Credit, Corporate Law, Distressed Debt, Corporate Finance, Investment Banking
Education
Stanford University Law School 1979 — 1983
The University of Chicago Booth School of Business 1981 — 1982
MBA
Grinnell College 1975 — 1979
BA
Ankeny
Pepperdine University, The George L. Graziadio School of Business and Management
Distressed Debt Alpha Adjunct ProfessorUSC Marshall School of Business2014 - 2015
USC Marshall School of Business 2014 - 2015
PIMCO June 2009 - June 2012
Tennenbaum Capital 2006 - 2008
Imperial Capital LLC 2000 - 2006
Banc of America Securities 1997 - 1999
Kemper Secuities/Wachovia 1990 - 1997
Drexel Burnham Lambert 1987 - 1990
First Boston 1985 - 1987
Riordan & Mckenzie 1984 - 1986
Skills
Portfolio Management, Investments, Investment Management, Bonds, High Yield, Mutual Funds, High Yield Bonds, Analysis, Management, Hedge Funds, Fixed Income, Alternative Investments, Equities, Asset Management, Bloomberg, Capital Markets, Valuation, Private Equity, Financial Modeling, Derivatives, Trading, Credit, Corporate Law, Distressed Debt, Corporate Finance, Investment Banking
Education
Stanford University Law School 1979 — 1983
The University of Chicago Booth School of Business 1981 — 1982
MBA
Grinnell College 1975 — 1979
BA
Ankeny
Pepperdine University, The George L. Graziadio School of Business and Management
Brant Gresham's PIMCO Experience June 2015 - August 2015
Job MBA Candidate at Chicago Booth
Industry Military
Experience
PIMCO June 2015 - August 2015
United States Navy October 2003 - August 2014
Skills
Navy, Military Operations, Operational Planning, National Security, Military Experience, Military, Security Clearance, Command, Top Secret, Military Aviation, DoD, Weapons, Program Management, Strategic Planning, Defense
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Analytic Finance
Georgetown University 1999 — 2003
Bachelor of Arts (BA), Government
PIMCO June 2015 - August 2015
United States Navy October 2003 - August 2014
Skills
Navy, Military Operations, Operational Planning, National Security, Military Experience, Military, Security Clearance, Command, Top Secret, Military Aviation, DoD, Weapons, Program Management, Strategic Planning, Defense
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Analytic Finance
Georgetown University 1999 — 2003
Bachelor of Arts (BA), Government
Giles Nugent's PIMCO Experience July 2011 - Present
Job Executive Vice President, Head of Front Office Technology at PIMCO
Industry Investment Banking
Experience
PIMCO July 2011 - Present
Eamonn and Ian llc March 2009 - Present
Cerberus Capital Management March 2009 - November 2009
Bank of America August 2002 - February 2009
Goldman Sachs 1994 - 2002
Salomon Brothers June 1989 - March 1994
Skills
Portfolio Management, Investment Banking, Risk Management, Capital Markets, Trading, Specifications
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance
University of North Carolina at Chapel Hill 1980 — 1984
BS, Mathematical Sciences
Cardinal Gibbons High School 1977 — 1980
PIMCO July 2011 - Present
Eamonn and Ian llc March 2009 - Present
Cerberus Capital Management March 2009 - November 2009
Bank of America August 2002 - February 2009
Goldman Sachs 1994 - 2002
Salomon Brothers June 1989 - March 1994
Skills
Portfolio Management, Investment Banking, Risk Management, Capital Markets, Trading, Specifications
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance
University of North Carolina at Chapel Hill 1980 — 1984
BS, Mathematical Sciences
Cardinal Gibbons High School 1977 — 1980
Angie Jingxian Zheng's PIMCO Experience January 2015 - Present
Job Quantitative Research Analyst at PIMCO
Industry Financial Services
Experience
PIMCO January 2015 - Present
PIMCO July 2013 - Present
Skills
Data Analysis, Derivatives, Quantitative Analytics, R, Statistics, VBA, SAS
Education
Cornell University 2007 — 2013
Doctor of Philosophy (PhD), econometrics
PIMCO January 2015 - Present
PIMCO July 2013 - Present
Skills
Data Analysis, Derivatives, Quantitative Analytics, R, Statistics, VBA, SAS
Education
Cornell University 2007 — 2013
Doctor of Philosophy (PhD), econometrics
Fred Shatranj's PIMCO Experience 2008 - 2012
Job
Industry Investment Management
Experience
Canterbury Consulting 2012 - 2014
PIMCO 2008 - 2012
Education
University of Southern California
Master of Business Administration (M.B.A.)
Southern Methodist University
Bachelor's Degree, Finance, Graduated with Honors, cum laude
DIS Study Abroad (University of Copenhagen/Copenhagen Business School)
International Business, Certificate
Canterbury Consulting 2012 - 2014
PIMCO 2008 - 2012
Education
University of Southern California
Master of Business Administration (M.B.A.)
Southern Methodist University
Bachelor's Degree, Finance, Graduated with Honors, cum laude
DIS Study Abroad (University of Copenhagen/Copenhagen Business School)
International Business, Certificate
Dan Groner's PIMCO Experience 2013 - Present
Job Vice President at PIMCO
Industry Financial Services
Experience
PIMCO 2013 - Present
Fordham University January 2012 - Present
Bank of America 2005 - 2013
UBS Investment Bank 2002 - 2005
Centerprise Services 1999 - 2002
Lehman Brothers 1991 - 1999
Paine Webber 1987 - 1991
Quaker Oats 1982 - 1987
Skills
Java, C#, SQL, Sybase, XML, Optimization, Fixed Income, Derivatives, Market Risk, Netezza, JIRA, Capital Markets, Valuation, Analytics, Software Project..., Options, Agile Methodologies, Integration, Investment Banking, Unix, Financial Risk, CDS, Credit Risk, Bonds, Oracle, Risk Management
Education
The University of Chicago Booth School of Business 1983 — 1985
M.B.A., Finance
Cornell University 1981 — 1982
M. Eng., Operations Research
Cornell University 1977 — 1981
B.S., Operations Research
PIMCO 2013 - Present
Fordham University January 2012 - Present
Bank of America 2005 - 2013
UBS Investment Bank 2002 - 2005
Centerprise Services 1999 - 2002
Lehman Brothers 1991 - 1999
Paine Webber 1987 - 1991
Quaker Oats 1982 - 1987
Skills
Java, C#, SQL, Sybase, XML, Optimization, Fixed Income, Derivatives, Market Risk, Netezza, JIRA, Capital Markets, Valuation, Analytics, Software Project..., Options, Agile Methodologies, Integration, Investment Banking, Unix, Financial Risk, CDS, Credit Risk, Bonds, Oracle, Risk Management
Education
The University of Chicago Booth School of Business 1983 — 1985
M.B.A., Finance
Cornell University 1981 — 1982
M. Eng., Operations Research
Cornell University 1977 — 1981
B.S., Operations Research
Caleb Pitters's PIMCO Experience September 2011 - Present
Job Senior Vice President at PIMCO
Industry Investment Banking
Experience
PIMCO September 2011 - Present
Credit Suisse May 2003 - August 2011
Credit Suisse May 2003 - January 2007
JP Morgan 1997 - 1999
JP Morgan 1997 - 1999
Skills
Trading, Bonds, Investments, Emerging Markets, Hedge Funds, Derivatives, Fixed Income, Private Equity, Investment Banking, Structured Products, Equities, Alternative Investments, Financial Structuring, Securities, Asset Managment
Education
Harvard Law School 1999 — 2002
JD, Law
Georgetown University 1993 — 1997
B.S., International Affairs and Humanities
PIMCO September 2011 - Present
Credit Suisse May 2003 - August 2011
Credit Suisse May 2003 - January 2007
JP Morgan 1997 - 1999
JP Morgan 1997 - 1999
Skills
Trading, Bonds, Investments, Emerging Markets, Hedge Funds, Derivatives, Fixed Income, Private Equity, Investment Banking, Structured Products, Equities, Alternative Investments, Financial Structuring, Securities, Asset Managment
Education
Harvard Law School 1999 — 2002
JD, Law
Georgetown University 1993 — 1997
B.S., International Affairs and Humanities
Amy Siu's PIMCO Experience January 1997 - February 2005
Job Manager, Market Research at Allergan
Industry Pharmaceuticals
Experience
Allergan February 2011 - Present
Allergan January 2008 - January 2011
Allergan March 2006 - December 2007
IRI (Information Resources, Inc.) February 2005 - March 2006
PIMCO January 1997 - February 2005
Skills
Market Research, Cross-functional Team..., Analytics, Market Analysis, Product Management, Strategy, Marketing Research, Business Development, Business Planning, Forecasting, Analysis
Education
University of Southern California 2002 — 2005
MBA
Grinnell College 1993 — 1996
BA, Major in Economics
Allergan February 2011 - Present
Allergan January 2008 - January 2011
Allergan March 2006 - December 2007
IRI (Information Resources, Inc.) February 2005 - March 2006
PIMCO January 1997 - February 2005
Skills
Market Research, Cross-functional Team..., Analytics, Market Analysis, Product Management, Strategy, Marketing Research, Business Development, Business Planning, Forecasting, Analysis
Education
University of Southern California 2002 — 2005
MBA
Grinnell College 1993 — 1996
BA, Major in Economics
Edward Lazowski's PIMCO Experience October 2009 - Present
Job DTCC Associate at PIMCO
Industry Financial Services
Experience
PIMCO October 2009 - Present
Citadel Investment Group September 2005 - December 2008
JP Morgan July 2000 - March 2005
The Bank of New York June 1999 - June 2000
Bankers Trust March 1998 - June 1999
The First National Bank of Chicago (now JPMorganChase) June 1996 - February 1998
The First National Bank of Chicago (now JPMorganChase) June 1993 - June 1996
The First National Bank of Chicago (now JPMorganChase) May 1991 - June 1993
Skills
Options, Derivatives, FX Options, Capital Markets, Equities, Swaps
Education
Illinois Institute of Technology 2004 — 2004
IT Certificate: Introduction to UNIX and Shell Scripting
DePaul University 2001 — 2001
CCP Certificate: Computer Career Program
DePaul University 2000 — 2000
LAN Certificate: Local Area Network Program
Illinois Institute of Technology 1993 — 1996
MS, Financial Markets and Trading
Indiana University Bloomington 1986 — 1990
BA, Philosophy, English
PIMCO October 2009 - Present
Citadel Investment Group September 2005 - December 2008
JP Morgan July 2000 - March 2005
The Bank of New York June 1999 - June 2000
Bankers Trust March 1998 - June 1999
The First National Bank of Chicago (now JPMorganChase) June 1996 - February 1998
The First National Bank of Chicago (now JPMorganChase) June 1993 - June 1996
The First National Bank of Chicago (now JPMorganChase) May 1991 - June 1993
Skills
Options, Derivatives, FX Options, Capital Markets, Equities, Swaps
Education
Illinois Institute of Technology 2004 — 2004
IT Certificate: Introduction to UNIX and Shell Scripting
DePaul University 2001 — 2001
CCP Certificate: Computer Career Program
DePaul University 2000 — 2000
LAN Certificate: Local Area Network Program
Illinois Institute of Technology 1993 — 1996
MS, Financial Markets and Trading
Indiana University Bloomington 1986 — 1990
BA, Philosophy, English
Charlotte Taylor's PIMCO Experience August 2013 - Present
Job Vice President, Account Manager
Industry Financial Services
Experience
PIMCO August 2013 - Present
Harvard Business School May 2011 - May 2013
PIMCO May 2012 - August 2012
Department of the Treasury May 2009 - June 2011
Obama for America July 2008 - November 2008
Opera Solutions August 2007 - June 2008
Skills
Product Management, Segmentation, Financial Modeling, Market Analysis
Education
Harvard Business School 2011 — 2013
MBA Class of 2013
Dartmouth College 2003 — 2007
BA, Government, East Asian Studies
PIMCO August 2013 - Present
Harvard Business School May 2011 - May 2013
PIMCO May 2012 - August 2012
Department of the Treasury May 2009 - June 2011
Obama for America July 2008 - November 2008
Opera Solutions August 2007 - June 2008
Skills
Product Management, Segmentation, Financial Modeling, Market Analysis
Education
Harvard Business School 2011 — 2013
MBA Class of 2013
Dartmouth College 2003 — 2007
BA, Government, East Asian Studies
Phil Neugebauer's PIMCO Experience January 2011 - Present
Job Executive Vice President at PIMCO
Industry Financial Services
Experience
PIMCO January 2011 - Present
Education
Fairfield University 1987 — 1991
BS, Finance
Fairfield University
PIMCO January 2011 - Present
Education
Fairfield University 1987 — 1991
BS, Finance
Fairfield University
Carl Cascio's PIMCO Experience 1997 - 1999
Job Regional Vice President at Gabelli Funds
Industry Investment Management
Experience
Gabelli Funds November 2014 - Present
Transamerica January 2014 - November 2014
HRC Fund Associates September 2013 - January 2014
Loeb Capital Management December 2009 - September 2013
Gabelli Asset Management April 2002 - December 2009
Merrill Lynch Investment Managers September 1999 - September 2001
PIMCO 1997 - 1999
Skills
Alternative Investments, Hedge Funds, Equities, Mutual Funds, Fund Of Funds, ETFs, Series 7, Investment Strategies, Series 63, Asset Allocation, Investments, Bonds, Fixed Income, Separately Managed..., Institutional..., Securities, Series 65, Bloomberg, FINRA, Private Equity, Capital Markets, Equity Research
Education
Fairfield University 1990 — 1994
BA, English
Gabelli Funds November 2014 - Present
Transamerica January 2014 - November 2014
HRC Fund Associates September 2013 - January 2014
Loeb Capital Management December 2009 - September 2013
Gabelli Asset Management April 2002 - December 2009
Merrill Lynch Investment Managers September 1999 - September 2001
PIMCO 1997 - 1999
Skills
Alternative Investments, Hedge Funds, Equities, Mutual Funds, Fund Of Funds, ETFs, Series 7, Investment Strategies, Series 63, Asset Allocation, Investments, Bonds, Fixed Income, Separately Managed..., Institutional..., Securities, Series 65, Bloomberg, FINRA, Private Equity, Capital Markets, Equity Research
Education
Fairfield University 1990 — 1994
BA, English
Benjamin Fornecker's PIMCO Experience July 2009 - August 2010
Job Trading Assistant at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase September 2010 - Present
PIMCO July 2009 - August 2010
JPMorgan June 2005 - July 2009
Education
Fordham University 2005 — 2009
JPMorgan Chase September 2010 - Present
PIMCO July 2009 - August 2010
JPMorgan June 2005 - July 2009
Education
Fordham University 2005 — 2009
Anoop Rathod's PIMCO Experience March 2010 - June 2012
Job Equity Research Analyst
Industry Financial Services
Experience
Sovarnum Capital June 2014 - Present
The Wharton School June 2012 - May 2014
Sovarnum Capital June 2013 - August 2013
PIMCO March 2010 - June 2012
TechnoServe July 2008 - June 2009
Lehman Brothers June 2007 - June 2008
Education
Dartmouth College 2003 — 2007
B.A., Economics
Sovarnum Capital June 2014 - Present
The Wharton School June 2012 - May 2014
Sovarnum Capital June 2013 - August 2013
PIMCO March 2010 - June 2012
TechnoServe July 2008 - June 2009
Lehman Brothers June 2007 - June 2008
Education
Dartmouth College 2003 — 2007
B.A., Economics
Richard Weil's PIMCO Experience July 2009 - Present
Job MD and Head of PIMCO Global Advisory
Industry Investment Management
Experience
PIMCO July 2009 - Present
PIMCO July 2000 - July 2009
Education
Duke University 1981 — 1985
BA, Economics
PIMCO July 2009 - Present
PIMCO July 2000 - July 2009
Education
Duke University 1981 — 1985
BA, Economics
Cady Dolan Johnson's PIMCO Experience January 2013 - Present
Job Advisor Consultant at PIMCO
Industry Financial Services
Experience
PIMCO January 2013 - Present
Dreyfus September 2008 - January 2013
Raymond James April 2003 - September 2008
Raymond James Financial Services 2003 - 2008
Franklin Templeton Investments 2002 - 2003
Skills
Series 7, Mutual Funds, Wealth Management, Asset Allocation, Securities, Alternative Investments, Series 63, Investments, Asset Managment, Portfolio Management, Investment Strategies, Equities
Education
Eckerd College 1999 — 2003
BS, Economics / Finance
PIMCO January 2013 - Present
Dreyfus September 2008 - January 2013
Raymond James April 2003 - September 2008
Raymond James Financial Services 2003 - 2008
Franklin Templeton Investments 2002 - 2003
Skills
Series 7, Mutual Funds, Wealth Management, Asset Allocation, Securities, Alternative Investments, Series 63, Investments, Asset Managment, Portfolio Management, Investment Strategies, Equities
Education
Eckerd College 1999 — 2003
BS, Economics / Finance
Brian Ford's PIMCO Experience July 2010 - May 2015
Job
Industry Investment Management
Experience
The TCW Group May 2015 - Present
PIMCO July 2010 - May 2015
PAAMCO 2009 - 2010
Lehman Brothers June 2008 - August 2008
HSBC May 2005 - April 2007
M. Safra & Co. April 2004 - May 2005
UBS Investment Bank July 2002 - April 2004
Skills
Fixed Income, Due Diligence, Investments, Hedge Funds, Valuation, Private Equity, Asset Management, Equities, Financial Modeling, Management, Bloomberg, Financial Analysis, Capital Markets, Trading, Alternative Investments, Portfolio Management
Education
Harvard Business School 2007 — 2009
MBA
Yale University 1998 — 2002
BA, Economics
KLHT
The TCW Group May 2015 - Present
PIMCO July 2010 - May 2015
PAAMCO 2009 - 2010
Lehman Brothers June 2008 - August 2008
HSBC May 2005 - April 2007
M. Safra & Co. April 2004 - May 2005
UBS Investment Bank July 2002 - April 2004
Skills
Fixed Income, Due Diligence, Investments, Hedge Funds, Valuation, Private Equity, Asset Management, Equities, Financial Modeling, Management, Bloomberg, Financial Analysis, Capital Markets, Trading, Alternative Investments, Portfolio Management
Education
Harvard Business School 2007 — 2009
MBA
Yale University 1998 — 2002
BA, Economics
KLHT
Goran Grskovic's PIMCO Experience July 2011 - Present
Job Senior Portfolio Associate PIMCO
Industry Financial Services
Experience
PIMCO July 2011 - Present
NLI International November 2009 - July 2011
Deutsche Bank July 2007 - March 2009
Skills
Fixed Income, Trading, Portfolio Management, Derivatives, Bloomberg, Prime Brokerage
Education
Fordham University 2003 — 2007
BS
PIMCO July 2011 - Present
NLI International November 2009 - July 2011
Deutsche Bank July 2007 - March 2009
Skills
Fixed Income, Trading, Portfolio Management, Derivatives, Bloomberg, Prime Brokerage
Education
Fordham University 2003 — 2007
BS
Alison Occhialini's PIMCO Experience June 2014 - Present
Job Account Manager, PIMCO
Industry Financial Services
Experience
PIMCO June 2014 - Present
Goldman Sachs January 2012 - July 2013
Goldman Sachs June 2010 - January 2013
HarperCollins Publishers June 2009 - August 2009
Conde Nast June 2008 - August 2008
Skills
Series 7, Series 63, Financial Modeling, Intermediate Italian, Editorial, Marketing, Valuation, Investment Banking
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2006 — 2010
BA cum laude, History of Art and Architecture, 3.7 GPA
PIMCO June 2014 - Present
Goldman Sachs January 2012 - July 2013
Goldman Sachs June 2010 - January 2013
HarperCollins Publishers June 2009 - August 2009
Conde Nast June 2008 - August 2008
Skills
Series 7, Series 63, Financial Modeling, Intermediate Italian, Editorial, Marketing, Valuation, Investment Banking
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2006 — 2010
BA cum laude, History of Art and Architecture, 3.7 GPA
Daniel Hally's PIMCO Experience September 1997 - Present
Job Vice President at PIMCO
Industry Financial Services
Experience
PIMCO September 1997 - Present
Skills
Series 7, Mutual Funds, Asset Allocation, Fixed Income, Series 63, Investments, Equities, ETFs, Separately Managed..., Bonds, Series 65, Series 6, Alternative Investments, Asset Management, Hedge Funds, Investment Management, Securities
Education
Fordham University
Bachelor’s Degree, History
PIMCO September 1997 - Present
Skills
Series 7, Mutual Funds, Asset Allocation, Fixed Income, Series 63, Investments, Equities, ETFs, Separately Managed..., Bonds, Series 65, Series 6, Alternative Investments, Asset Management, Hedge Funds, Investment Management, Securities
Education
Fordham University
Bachelor’s Degree, History
Andrew Rosskamm's PIMCO Experience August 2010 - May 2011
Job Derivatives Trader at Susquehanna International Group, LLP (SIG)
Industry Investment Management
Experience
Susquehanna International Group, LLP (SIG) August 2012 - Present
PIMCO August 2010 - May 2011
International Finance Corporation March 2006 - January 2008
Merrill Lynch July 2004 - January 2006
Education
Harvard Business School 2008 — 2010
Swarthmore College 2000 — 2004
BA, Economics, Mathematics, Psychology
Hawken
Susquehanna International Group, LLP (SIG) August 2012 - Present
PIMCO August 2010 - May 2011
International Finance Corporation March 2006 - January 2008
Merrill Lynch July 2004 - January 2006
Education
Harvard Business School 2008 — 2010
Swarthmore College 2000 — 2004
BA, Economics, Mathematics, Psychology
Hawken
Jill Suh's PIMCO Experience 1996 - Present
Job Associate at PIMCO
Industry Investment Management
Experience
PIMCO 1996 - Present
Pacific Investment Management Company 1996 - Present
Skills
Mutual Funds, Fixed Income, Securities, Bloomberg, Asset Management, Equities
Education
Gustavus 1981 — 1985
Gustavus Adolphus College 1981 — 1985
Bachelors, Business
PIMCO 1996 - Present
Pacific Investment Management Company 1996 - Present
Skills
Mutual Funds, Fixed Income, Securities, Bloomberg, Asset Management, Equities
Education
Gustavus 1981 — 1985
Gustavus Adolphus College 1981 — 1985
Bachelors, Business
Ben Herold's PIMCO Experience August 2011 - Present
Job Vice President at PIMCO
Industry Investment Management
Experience
PIMCO August 2011 - Present
State Street November 2009 - August 2011
State Street May 2008 - November 2009
State Street June 2006 - May 2008
Education
Dartmouth College 2002 — 2006
Bachelor of Arts
PIMCO August 2011 - Present
State Street November 2009 - August 2011
State Street May 2008 - November 2009
State Street June 2006 - May 2008
Education
Dartmouth College 2002 — 2006
Bachelor of Arts
Cynthia Fogle's PIMCO Experience January 2011 - August 2011
Job Accounts Payable Specialist
Industry Accounting
Experience
Kawasaki Motors Corp., U.S.A. June 2012 - November 2014
Sweet Life Enterprises August 2011 - June 2012
PIMCO January 2011 - August 2011
American Career College November 2008 - December 2010
Lehman Brothers Inc. August 2006 - May 2008
Guest-Tek December 2005 - August 2006
Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Accruals, Financial Reporting, General Ledger, Great Plains Software, Journal Entries, Microsoft Excel, Microsoft Word, Microsoft Office, Data Entry, Auditing
Education
Webster University 2014 — 2015
Bachelor's degree
Golden West College
AA
Kawasaki Motors Corp., U.S.A. June 2012 - November 2014
Sweet Life Enterprises August 2011 - June 2012
PIMCO January 2011 - August 2011
American Career College November 2008 - December 2010
Lehman Brothers Inc. August 2006 - May 2008
Guest-Tek December 2005 - August 2006
Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Accruals, Financial Reporting, General Ledger, Great Plains Software, Journal Entries, Microsoft Excel, Microsoft Word, Microsoft Office, Data Entry, Auditing
Education
Webster University 2014 — 2015
Bachelor's degree
Golden West College
AA
Michael Terilli's PIMCO Experience January 2011 - May 2014
Job Vice President, Regional Director at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds May 2014 - Present
PIMCO January 2011 - May 2014
Keystone Trading Group June 2009 - August 2011
Morgan Stanley Smith Barney November 2007 - July 2009
Skills
Equities, Hedge Funds, Series 7, Trading, Finance, Mutual Funds, Series 63, Securities, Portfolio Management, Investments, Fixed Income, Alternative Investments, FINRA, Investment Strategies, Equity Trading, Capital Markets, Asset Management, Risk Management, Asset Allocation
Education
Fairfield University 2001 — 2005
BA Communications, Communications
Hatteras Funds May 2014 - Present
PIMCO January 2011 - May 2014
Keystone Trading Group June 2009 - August 2011
Morgan Stanley Smith Barney November 2007 - July 2009
Skills
Equities, Hedge Funds, Series 7, Trading, Finance, Mutual Funds, Series 63, Securities, Portfolio Management, Investments, Fixed Income, Alternative Investments, FINRA, Investment Strategies, Equity Trading, Capital Markets, Asset Management, Risk Management, Asset Allocation
Education
Fairfield University 2001 — 2005
BA Communications, Communications
Richard Chiang's PIMCO Experience February 2015 - Present
Job Account Associate FIG at PIMCO
Industry Investment Management
Experience
PIMCO February 2015 - Present
PIMCO December 2012 - February 2015
Merrill Lynch June 2011 - December 2012
American Savings Bank June 2010 - August 2010
Territorial Savings Bank June 2009 - August 2009
Skills
Series 7, Valuation, Excel, Series 66, Microsoft Office, Retirement Planning, Financial Planning, Wealth Management, Asset Allocation, Mutual Funds, Investments, Investment Advisory, Portfolio Management, Retirement, Financial Advisory, Fixed Income, Equities, Options, Finance
Education
University of Pennsylvania 2007 — 2011
BA (Hons), International Relations, Chinese
East China Normal University 2009 — 2010
Chinese, International Relations, Economics
Punahou School 1998 — 2007
PIMCO February 2015 - Present
PIMCO December 2012 - February 2015
Merrill Lynch June 2011 - December 2012
American Savings Bank June 2010 - August 2010
Territorial Savings Bank June 2009 - August 2009
Skills
Series 7, Valuation, Excel, Series 66, Microsoft Office, Retirement Planning, Financial Planning, Wealth Management, Asset Allocation, Mutual Funds, Investments, Investment Advisory, Portfolio Management, Retirement, Financial Advisory, Fixed Income, Equities, Options, Finance
Education
University of Pennsylvania 2007 — 2011
BA (Hons), International Relations, Chinese
East China Normal University 2009 — 2010
Chinese, International Relations, Economics
Punahou School 1998 — 2007
Dirk Jeschke's PIMCO Experience 2013 - 2015
Job Global Macro Portfolio Manager at Tudor Investment Corporation
Industry Investment Management
Experience
TUDOR INVESTMENT CORPORATION 2015 - Present
PIMCO 2013 - 2015
PIMCO 2011 - 2013
Morgan Stanley 2007 - 2009
Education
Harvard Business School 2009 — 2011
MBA, High Distinction
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2004 — 2007
BBA, Finance
Singapore Management University
Exchange, Economics & Finance
TUDOR INVESTMENT CORPORATION 2015 - Present
PIMCO 2013 - 2015
PIMCO 2011 - 2013
Morgan Stanley 2007 - 2009
Education
Harvard Business School 2009 — 2011
MBA, High Distinction
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2004 — 2007
BBA, Finance
Singapore Management University
Exchange, Economics & Finance
Lillian Xia's PIMCO Experience January 2015 - Present
Job Senior Associate at PIMCO
Industry Investment Management
Experience
PIMCO January 2015 - Present
PIMCO January 2014 - December 2014
PIMCO June 2011 - December 2013
BlackRock June 2010 - August 2010
Education
Dartmouth College 2007 — 2011
Economics, Computer Science
Oxford University 2009 — 2009
Economics
PIMCO January 2015 - Present
PIMCO January 2014 - December 2014
PIMCO June 2011 - December 2013
BlackRock June 2010 - August 2010
Education
Dartmouth College 2007 — 2011
Economics, Computer Science
Oxford University 2009 — 2009
Economics
Ying Qiu's PIMCO Experience 2008 - Present
Job Trader/Portfolio Manager, SVP,CFA, PIMCO
Industry Investment Management
Experience
PIMCO 2008 - Present
ING Investment Management January 2003 - May 2008
ING Investment Management January 2003 - December 2004
Skills
fixed-income trading..., security..., Bloomberg, Intex,..., Portfolio Management, Derivatives, Fixed Income, Bonds
Education
Emory University 1995 — 1997
MBA
Renmin University of China
BBA, Finance
PIMCO 2008 - Present
ING Investment Management January 2003 - May 2008
ING Investment Management January 2003 - December 2004
Skills
fixed-income trading..., security..., Bloomberg, Intex,..., Portfolio Management, Derivatives, Fixed Income, Bonds
Education
Emory University 1995 — 1997
MBA
Renmin University of China
BBA, Finance
Andrew Nowobilski's PIMCO Experience June 2012 - Present
Job Vice President, Quantitative Research Analyst at PIMCO
Industry Financial Services
Experience
PIMCO June 2012 - Present
Northwestern University June 2009 - June 2012
Education
Northwestern University 2007 — 2012
Doctor of Philosophy (PhD), Economics
Duke University 2003 — 2007
Bachelor of Science (BS), Economics, Public Policy
PIMCO June 2012 - Present
Northwestern University June 2009 - June 2012
Education
Northwestern University 2007 — 2012
Doctor of Philosophy (PhD), Economics
Duke University 2003 — 2007
Bachelor of Science (BS), Economics, Public Policy
Jeanne Cass's PIMCO Experience May 2003 - Present
Job Financial Writer at PIMCO
Industry Investment Management
Experience
PIMCO May 2003 - Present
Skills
Editorial, Writing, Copyediting, Project Management
Education
Georgetown University
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
PIMCO May 2003 - Present
Skills
Editorial, Writing, Copyediting, Project Management
Education
Georgetown University
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Andy Gabel, CIMA's PIMCO Experience January 2013 - Present
Job Vice President, Regional Manager at PIMCO
Industry Investment Management
Experience
PIMCO January 2013 - Present
Education
Cornell University 2015 — 2017
Master of Business Administration (MBA)
Duke University 1999 — 2003
Bachelor’s Degree, Sociology
PIMCO January 2013 - Present
Education
Cornell University 2015 — 2017
Master of Business Administration (MBA)
Duke University 1999 — 2003
Bachelor’s Degree, Sociology
Jason Austin's PIMCO Experience July 2012 - Present
Job Lead Associate at PIMCO
Industry Investment Management
Experience
PIMCO July 2012 - Present
PIMCO June 2011 - July 2012
PIMCO September 2006 - June 2011
Skills
Fixed Income, Hedge Funds, Asset Management, Portfolio Management, Equities, Financial Modeling, Bloomberg, Investment Management, Valuation, Investments, Emerging Markets, Asset Allocation, Derivatives, Investment Strategies, Mutual Funds, Securities, Series 7, Wealth Management, Private Equity, Capital Markets, Equity Valuation
Education
Fordham Gabelli School of Business
The University of Memphis
Bachelor of Business Administration (B.B.A.), Finance, General
PIMCO July 2012 - Present
PIMCO June 2011 - July 2012
PIMCO September 2006 - June 2011
Skills
Fixed Income, Hedge Funds, Asset Management, Portfolio Management, Equities, Financial Modeling, Bloomberg, Investment Management, Valuation, Investments, Emerging Markets, Asset Allocation, Derivatives, Investment Strategies, Mutual Funds, Securities, Series 7, Wealth Management, Private Equity, Capital Markets, Equity Valuation
Education
Fordham Gabelli School of Business
The University of Memphis
Bachelor of Business Administration (B.B.A.), Finance, General
David Schatz's PIMCO Experience January 2010 - February 2012
Job Accounts Payable Specialists
Industry Financial Services
Experience
KTM North America, Inc. October 2014 - Present
Allianz Asset Management AG February 2012 - October 2014
PIMCO January 2010 - February 2012
PIMCO March 2006 - January 2010
Skills
Microsoft Excel, Accounts Payable, Invoicing, Account Reconciliation, Accounts Receivable, Microsoft Office, Accounting, Spreadsheets, Outlook, Analysis, Procurement, Time Management, Microsoft Word, Financial Statements, Process Improvement, PowerPoint, Expenses, Cost plus, Fixed assets
Education
University of Phoenix 2008 — 2010
Bachelor's degree, Accounting
Fullerton College 2001 — 2007
Associate's degree, Business Administration
KTM North America, Inc. October 2014 - Present
Allianz Asset Management AG February 2012 - October 2014
PIMCO January 2010 - February 2012
PIMCO March 2006 - January 2010
Skills
Microsoft Excel, Accounts Payable, Invoicing, Account Reconciliation, Accounts Receivable, Microsoft Office, Accounting, Spreadsheets, Outlook, Analysis, Procurement, Time Management, Microsoft Word, Financial Statements, Process Improvement, PowerPoint, Expenses, Cost plus, Fixed assets
Education
University of Phoenix 2008 — 2010
Bachelor's degree, Accounting
Fullerton College 2001 — 2007
Associate's degree, Business Administration
Virgil Gherghel's PIMCO Experience July 2013 - Present
Job Systems Administrator at PIMCO
Industry Investment Management
Experience
PIMCO July 2013 - Present
TechMD September 2011 - July 2013
WCCT Global October 2009 - August 2011
Education
DeVry University-California 2002 — 2005
Bachelor of Science (BS), Computer Systems Networking and Telecommunications
PIMCO July 2013 - Present
TechMD September 2011 - July 2013
WCCT Global October 2009 - August 2011
Education
DeVry University-California 2002 — 2005
Bachelor of Science (BS), Computer Systems Networking and Telecommunications
First National Bank of Omaha
CIB Bank
Roth Capital Partners
Davis + Henderson
Pivotal Payments
Centerview Partners
Kotak Mahindra Bank
Security Bank