PIMCO Company
Industry: Private banking company
DescriptionPacific Investment Management Company, LLC is an American investment management firm focusing on fixed income and headquartered in Newport Beach, California, with 2,300 employees working in 14 offices across 11 countries, and $1.77 trillion in assets under management as of 31 March 2018. Assets under management: 1.77 trillion USD (31 March 2018) CEO: Emmanuel Roman (1 Nov 2016–) Headquarters: Newport Beach, California, United States Parent organization: Allianz SE Founded: 1971, Newport Beach, California, United States Founders: Bill H. Gross, Jim Muzzy, Bill Podlich
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PIMCO Employees
PIMCO January 2015 - Present
Wellington Management October 2014 - December 2014
Deloitte September 2013 - September 2014
Deloitte Consulting September 2010 - August 2013
Deloitte May 2008 - August 2010
Keane India February 2005 - April 2008
Skills
Unix, Oracle, Requirements Analysis, Business Intelligence, Informatica, Business Analysis, PL/SQL, Requirements Gathering, Data Warehousing, Solution Architecture, Enterprise Architecture, Software Project..., Management Consulting, ETL, IT Strategy, Data Validation, SQL, SDLC, Consulting, Shell Scripting, Databases, Perl, Python
Education
Osmania University
Master of Computer Applications, Masters in Computer Applications
Sprint January 2013 - Present
Sprint September 2008 - Present
Sprint August 2007 - September 2008
Sprint October 2006 - August 2007
PIMCO October 2005 - August 2006
Metronome March 2005 - August 2005
Sprint December 2000 - March 2005
Skills
Telecommunications, Solution Selling, Direct Sales, Salesforce.com, Sales Operations, Sales, Management, Account Management, Sales Management, CRM, New Business Development, Cold Calling, Customer Service, B2B, Customer Retention, Contract Negotiation, Customer Satisfaction, Team Building, Selling, Strategic Planning, Team Leadership, Sales Presentations, Business Development, Strategic Partnerships, Negotiation, Marketing, Cross-functional Team..., Marketing Strategy, Mobile Devices, Business Strategy, Sales Process, Budgets, Leadership, Public Relations, Training, Human Resources
Education
Ohio Wesleyan University 1996 — 2000
Bachelor's degree, Women's Studies
Humanities Classics Ohio Wesleyan University
B.A. Degree
PAAMCO August 2013 - Present
PIMCO June 2012 - August 2012
Capital Guidance August 2009 - June 2011
M3 Capital Partners (Formerly Macquarie Capital Partners) July 2006 - June 2009
JPMorgan Chase June 2005 - September 2005
Skills
Real Estate, Financial Modeling, Private Equity, Alternative Investments, Asset Managment, Bloomberg, Investment Banking, Capital Markets, Due Diligence, Hedge Funds, Real Estate Private..., Fund Of Funds, Portfolio Management, Asset Allocation, Asset Management, Leadership, Public Speaking, Venture Capital, Financial Analysis, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance and Entrepreneurial Management
Northwestern University 2003 — 2006
BA, Economics and Mathematical Methods in the Social Sciences
PIMCO February 2013 - Present
Credit Suisse March 2011 - September 2012
Barclays Capital 2009 - 2011
Merrill Lynch 2006 - 2009
Morgan Stanley 2000 - 2006
PaineWebber 1997 - 2000
Moody's Investors Service 1993 - 1997
Bank of Boston 1990 - 1993
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Structured Finance, Corporate Finance, Mergers, Equity Research, Leveraged Finance, Talent Management, Succession Planning, Onboarding, Talent Acquisition, Performance Management, Management, Deferred Compensation, Employee Engagement, Employee Relations, Institutional Sales, Subprime, Mortgage Servicing, Change Management, Ratings Advisory, Infrastructure, internal audit, Immigration Policy, Employment Law, Front Office, Front Office Support, Operations Management, Prime Brokerage, divestitures, Internal Audit
Education
Tufts University 1986 — 1990
Bachelors, International Relations, Asian Studies
Nanjing University 1989 — 1989
Chinese Language and Cultural Studies - Semester Abroad
Trench Shoring Inc September 2014 - Present
PIMCO January 2014 - August 2014
Property Preservation Servicing March 2013 - November 2013
US Best Repairs August 2011 - March 2013
Lender Processing Services, Inc. (LPS) November 2007 - June 2008
Skills
Training, Microsoft Office, Customer Service, Time Management, Microsoft Excel, Team Leadership, Leadership, Management, Microsoft Word, Outlook, Contract Negotiation, Public Speaking, Data Entry, Team-oriented, Teamwork, Cold Calling
Education
Pasadena City College 2009 — 2010
Computer Science
Chase College 2005 — 2007
Diploma in Computers in Business, Business Administration and Management, General
Burke Energy March 2015 - Present
Starbucks May 2010 - September 2015
Northern Westchester Hospital March 2012 - January 2013
PIMCO December 2011 - December 2011
Stop & Shop October 2005 - May 2010
STARBUCKS Stop & Shop September 2004 - May 2010
Skills
Human Resources, Customer Service, Interviews, Microsoft Office, Onboarding, Teamwork, Word, Time Management, Employee Relations, New Hire Orientations, Sourcing, Self Driven, PowerPoint, Microsoft Excel, Employee Training, Inventory Management, Databases
Education
Mercy College 2011 — 2013
Masters, Human Resource Management
Mercy College
Bachelor of Science, Business Administration
PIMCO January 2015 - Present
PIMCO August 2013 - January 2015
Morgan Stanley June 2012 - August 2012
Skills
Investment Banking, Asset Management, Economics, Macroeconomics, Client Relations, Fixed Income, Mutual Funds, Series 7, Series 63, CFA Candidate
Education
Princeton University 2009 — 2013
A.B., Economics (math-track)
NFLS
NFLS
The TCW Group August 2014 - Present
Canyon Capital Advisors January 2014 - August 2014
PIMCO June 2012 - January 2014
PIMCO April 2011 - June 2012
Citi April 2010 - April 2011
EMI Music June 2009 - April 2010
New York University May 2007 - August 2009
The McGraw-Hill Companies July 2007 - May 2009
Lehman Brothers August 2008 - December 2008
New York Unversity February 2006 - November 2007
Skills
Excel, PowerPoint, Microsoft Office, Research, Bloomberg Terminal, Microsoft Word, Finance, Capital Markets, Stata, Corporate Finance, Data Analysis, Financial Analysis, Series 7, Series 63, Securities, Fixed Income, Private Equity, Equities, VBA, Hedge Funds, Bloomberg, Investment Banking, Economics, Mutual Funds, Investments, Portfolio Management, Relationship Management, Asset Management
Education
New York University 2005 — 2009
BA, Political Science, Economics
Mount Madonna 1998 — 2005
High School
DCI 2014 - Present
D. E. Shaw & Co. 2009 - 2014
PIMCO 2003 - 2009
PIMCO 1997 - 2002
PIMCO 1993 - 1997
Skills
Asset Management, Hedge Funds, Japanese, Alternative Investments, Asset Managment, Fixed Income, Financial Markets, Finance, Marketing Strategy, Investment Strategies, Investor Relations, Capital Markets, Private Equity, Equities, Venture Capital, Investments, Mutual Funds, CRM
Education
The University of Chicago - Booth School of Business
MBA, Finance and International Business, Graduated with honors
Oberlin College
BA, English Literature
PIMCO 2012 - 2013
Moteng May 2006 - December 2010
KB Home 2005 - 2006
Skills
Account Management, Accounts Payable, Accounting, Software Documentation, Bookkeeping, Budgets, Financial Statements, Accounts Receivable, Account Reconciliation, Invoicing
Education
Palomar College 2001 — 2003
Accounting
PIMCO February 2007 - Present
Skills
Series 7, Alternative Investments, Mutual Funds, Investments, Asset Allocation, Securities, Portfolio Management, Series 63, Asset Managment, Investment Strategies, Fixed Income, Wealth Management, Equities, Investment Management, Separately Managed..., ETFs
Education
Oklahoma Baptist University 1996 — 2000
Bachelor of Business Administration (BBA), Finance and International Business
PIMCO October 2014 - Present
Robert Half Management Resources May 2014 - September 2014
Robert Half Management Resources September 2013 - May 2014
Goldman Sachs 2004 - 2009
Goldman Sachs 2003 - 2004
Goldman Sachs 2001 - 2003
Ernst & Young 1998 - 2001
Skills
Management, Business Process..., Business Strategy, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Financial Reporting, Business Analysis, Financial Accounting, Business Intelligence, P&L Forecasting, Recruiting, Financial Statement..., Financial Variance..., Compliance Operations, Compliance, Finance, Leadership, Corporate Finance, Accounting, Budgets
Education
Penn State University 1994 — 1998
BS, Accounting
Oaktree Capital Management August 2011 - Present
PIMCO April 2001 - July 2011
Education
Pepperdine University, The George L. Graziadio School of Business and Management
B.S.
PIMCO October 2011 - March 2012
PIMCO April 2011 - October 2011
Profit Recovery Partners July 2008 - October 2011
Territory Real Estate 2008 - 2008
Capital Group July 2007 - December 2007
Ultimate Staffing March 2006 - September 2006
Northeastern Metro Realty January 2005 - February 2006
Skills
Corporate Social..., Volunteer Management, Strategic Planning, Recruiting, Event Planning, Marketing, Social Media, Project Management, Human Resources, Sales, Applicant Tracking..., Microsoft Excel, Team Building, Microsoft Office, Talent Acquisition, Research, PowerPoint, Public Speaking, Employee Relations, Management, Account Management, Training, Strategy
Education
Northeastern University 2003 — 2008
Business, Entrepreneurship and New Venture Management
TIAA-CREF September 2014 - Present
PIMCO November 2008 - August 2014
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1983 — 1985
Master of Business Administration (M.B.A.)
University of Utah 1976 — 1980
Bachelor's Degree, Mechanical and Nuclear Engineering, Magna Cum Laude
PIMCO August 2015 - Present
ABN AMRO Clearing Bank N.V. March 2014 - April 2015
Bank of America March 2010 - March 2014
Merrill Lynch September 2009 - March 2010
Skills
Derivatives, Bloomberg, Swaps, Interest Rate..., Financial Analysis, Credit Derivatives, Equities, Financial Reporting, PowerPoint, SQL, Project Management, VBA, Investment Banking, Capital Markets, Options, Fixed Income, Risk Management
Education
Northeastern Illinois University
BS, Finance
PIMCO June 2012 - Present
Morgan Stanley June 2010 - May 2012
Cantor Fitzgerald March 2009 - June 2010
Citibank June 2007 - February 2009
Lehman Brothers June 2001 - June 2007
Merrill Lynch August 1994 - June 2001
The Consulting Group, Ltd June 1990 - May 1992
Skills
Fundraising, New Business Development, Client Relations, Distressed Debt, Alternative Investments, Fixed Income, Hedge Funds, Equities, Private Equity, Structured Finance, Investments
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (M.B.A.), Finance
Oregon State University 1981 — 1986
BSc, Business Administration
Profulgent Technology November 2014 - Present
PIMCO December 2012 - November 2014
inVentiv Health May 2012 - December 2012
PIMCO June 2011 - May 2012
Church & Dwight, Co., Inc. September 2010 - June 2011
Warren Systems Group October 2006 - November 2009
Thomson Reuters November 2004 - October 2006
GlaxoSmithKline October 2003 - October 2004
E*TRADE Financial June 2002 - October 2003
Andover Capital Partners November 1998 - June 2002
Skills
Ableton Live, Traktor, Active Directory..., Blackberry Enterprise..., Bloomberg Terminal, Lightspeed, Microsoft Exchange, Windows Server, Cisco Technologies, System Administration, Mac OS X, Windows 7, RSA SecurID, Citrix, MobileIron, iOS, Veritas Storage..., VMware, Windows, Disaster Recovery, Active Directory, XP, OS X, Blackberry, AppSense, Symantec Endpoint..., Symantec Backup, VMware Fusion, Market Data, Thomson One Analytics, Fidessa, Siemens HiPath, Technical Support, VMware Infrastructure, Software Documentation, Infrastructure, Citrix Metaframe, Virtualization, Remote Desktop, System Deployment, DNS, Group Policy, SCCM, SharePoint, Software Installation, Data Center, Servers, Networking, HP, Laptops
Education
Rutgers University-New Brunswick
Middlesex County College
The Chubb Institute of Technology 1998 — 1999
TCP/IP / Windows NT 4.0, Networking - Information Systems
PIMCO September 2014 - Present
Lord, Abbett & Co. LLC September 2013 - August 2014
Lord, Abbett & Co. LLC June 2011 - October 2013
Penn State University August 2007 - May 2011
JPMorgan Chase June 2010 - August 2010
Education
Penn State University 2007 — 2011
B.S., Finance and International Business
BMO Capital Markets July 2014 - Present
BMO Capital Markets 2013 - 2013
PIMCO 2010 - 2012
PIMCO 2008 - 2010
Skills
Asset Management, Market Research, Bloomberg, Derivatives, Financial Analysis, Investment Management, Financial Modeling, Equities, Financial Reporting, Fixed Income, Valuation, Microsoft Excel, Portfolio Management, Investments
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Pepperdine University 2003 — 2007
BS, Accounting
Metamorphic Capital Management, LLC April 2012 - Present
HSBC September 2008 - November 2011
Morgan Stanley March 2006 - June 2008
Citigroup August 2001 - March 2006
PIMCO June 2000 - August 2000
Skills
Interest Rate..., Derivatives, Hedge Funds, Fixed Income, Equities, Trading, Investment Strategies, Structured Products, Financial Markets, Hedging, Alternative Investments, Structured Finance, Financial Structuring, Risk Management, Options, Portfolio Management
Education
University of Chicago 1999 — 2001
MBA, Finance and Economics
Yale University 1991 — 1995
B.S., Molecular Biophysics and Biochemistry
Peking University 1989 — 1991
Certificate, Physics
Liaoning Experimental Shiyan School 1983 — 1989
High School Diploma, Math & Science
PIMCO August 2012 - Present
Harvard Kennedy School January 2007 - July 2010
Horizon Research (Beijing, China) August 2006 - December 2006
Boston Globe June 2003 - August 2006
Skills
Financial Analysis, Investments, Fixed Income, Writing, Media Relations, Online Editing, Strategic Communications, Business Journalism, Journalism, Financial Management, External Relations, Finance, Editing, Communications, Asset Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Business
Northwestern University 2000 — 2004
Bachelor's of Science, Journalism
PIMCO February 2014 - Present
PIMCO August 2012 - February 2014
Center for Atmosphere Ocean Science (CAOS) at NYU September 2011 - December 2011
Scripps Institution of Oceanography May 2011 - August 2011
HwC Ventures September 2010 - March 2011
StarPoint Consulting Group, LLC. June 2010 - September 2010
Skills
Excel, Microsoft Office, PowerPoint, Word, Customer Relations, Matlab, Italian, Spanish
Education
New York University 2008 — 2011
B.A. Mathematics, Minor in Business Studies
La Jolla High School 2004 — 2008
PIMCO August 2014 - Present
Cooper, Robertson & Partners July 2000 - February 2014
I. Spiewak & Sons July 1997 - June 2000
Skills
Adobe Creative Suite, InDesign, Graphic Design, Submittals, Design Research, Layout, Interior Design, Concept Design, Graphics, Photoshop, Sketching, Illustrator, Concept Development
Education
Parsons School of Design
BFA
PIMCO July 2014 - Present
CIBC Asset Management June 2013 - July 2014
Desjardins Financial Security Independent Network February 2012 - June 2013
Marsh Canada Limited October 2010 - February 2012
McGill University June 2010 - December 2010
Education
McGill University 2008 — 2011
Bachelor of Commerce, Finance major
St. Lawrence College 2006 — 2008
DEC, Pure & Applied Sciences
PIMCO 2014 - Present
Materra January 2011 - Present
Westlands Solar Farms Holdings June 2009 - Present
Absalon Project August 2008 - Present
Adecoagro September 2002 - Present
PIMCO 2014 - 2014
Countrywide Financial March 2007 - July 2008
Soros Fund Management August 1999 - March 2007
Bankers Trust August 1986 - June 1999
Federal Reserve Board August 1982 - July 1984
Skills
Strategic Planning, Research, Negotiation, PowerPoint, Microsoft Office, Banking, Risk Management, Management, Change Management, Investments, Portfolio Management, Credit, Derivatives, Business Strategy, Asset Management, Microsoft Excel, Corporate Finance, Financial Modeling, Business Analysis
Education
Stanford University Graduate School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
Pomona College 1978 — 1982
BA, Economics, Magna Cum Laude, Morris B. Pendleton Economics Award
Edwards Lifesciences March 2011 - April 2013
Edwards Lifesciences July 2008 - March 2011
Edwards Lifesciences February 2008 - July 2008
Edwards Lifesciences February 2007 - February 2008
PIMCO September 2006 - February 2007
Newport West Funding January 2006 - September 2006
Eyestyles for Lifestyles June 2002 - January 2006
Skills
Medical Devices, R&D, Validation, FDA, ISO 13485, Design of Experiments, CAPA, Biomedical Engineering
Education
University of California, Irvine
Clinical Trials: Medical Device Development Certificate
University of California, Irvine
Medical Product Development Certificate
University of California, Irvine
Regulatory Affairs Management Certificate
University of California, Irvine 2004 — 2006
BA, Psychology
Orange Coast College 2001 — 2003
AA, Psychology
PIMCO May 2013 - Present
Covidien April 2012 - March 2013
Digital Map Products August 2006 - April 2010
Digital Map Products 2005 - 2006
Rand McNally (Thomas Bros. Maps) 2003 - 2005
Rand McNally (Thomas Bros. Maps) 1992 - 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Database Administration, Outlook, Customer Service, Project Management, Databases
Education
University of Phoenix 2000 — 2002
B.A., Business & Mangement
Pasadena City College
A.A., Medical Assisting
PIMCO November 2012 - Present
RBC Capital Markets May 2011 - November 2012
Education
Pomona College 2006 — 2010
BA, Economics
Trinity High School
PIMCO January 1995 - Present
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
PIMCO November 2011 - Present
Capital Group 2001 - November 2011
Alcatel January 1996 - January 2008
Rational Software 1998 - 2001
DSC Communications January 1996 - March 1997
Skills
Java, Sybase, SQL, Agile Methodologies, JSP, SDLC, Business Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2007
University of Victoria 1988 — 1991
BSc, Computer Science
Simon Fraser University 1986 — 1986
General Education
PIMCO April 2014 - Present
Oracle RightNow May 2006 - April 2014
Montana State University August 2001 - April 2006
Skills
C#, WPF, MVVM, WinForms, C++, SQL, PHP, JavaScript, CTI, IVR, Cisco ICM, Genesys
Education
Montana State University-Bozeman 2001 — 2005
PhD, Electrical and Computer Engineering
Chinese Academy of Sciences 1998 — 2001
MS, Physics
University of Science and Technology of China 1994 — 1998
BS, Physics
PIMCO January 2015 - Present
PIMCO May 2013 - December 2014
PIMCO January 2011 - May 2013
Don Buchwald & Associates September 2004 - August 2006
Skills
Project Management, Project Coordination, Project Planning, Mutual Funds, Fixed Income, Process Improvement, Process Management, Training, Social Media Marketing, Public Relations, Marketing, Strategic Planning, Financial Analysis, Marketing Strategy, Series 7, Event Planning
Education
Columbia University 2006 — 2009
Master of Fine Arts (MFA), Acting
New York University 1998 — 2002
Bachelor of Fine Arts (BFA), Theater
Richard Bernstein Advisors 2014 - Present
PIMCO 2010 - 2014
Palisade Capital Management 2007 - 2010
Deloitte & Touche 2005 - 2007
Household Finance (subsidiary of HSBC Bank) 2002 - 2004
Skills
Mutual Funds, Fixed Income, Equities, Relationship Management, Investment Management, Asset Allocation, Wealth Management, ETFs, Separately Managed...
Education
Michigan State University
BS, Economics
University of Rochester - William E. Simon Graduate School of Business Administration
MBA, Finance & Corporate Accounting
Saddleback Church March 2013 - May 2013
PIMCO November 2012 - January 2013
PIMCO December 2011 - October 2012
Point One Percent October 2010 - July 2011
Mediaedge, Group M January 2009 - October 2010
Mindshare, Group M October 2007 - December 2008
New York University, Office of Global Education September 2006 - May 2007
Warner Music Group September 2006 - December 2006
Maranatha! Music May 2006 - August 2006
QLogic June 2005 - August 2005
Skills
Marketing, Project Management, Advertising, Microsoft Office, Human Resources, Account Management, Start-ups, CRM, SEO, Sales, Corporate Communications, Facebook, Leadership
Education
New York University 2005 — 2007
B.S.
Northwood High School
Rocaton Investment Advisors October 2011 - Present
Towers Watson November 2004 - October 2011
Northern Trust Global Investments November 1998 - November 2004
PIMCO September 1995 - November 1998
Skills
Equities, Product Development, Due Diligence, Investment Management, Investments, Analysis, Portfolio Management, Alternative Investments, Management
Education
Pace University 1995 — 1998
1998, MBA, Investment Management
Pace University 1991 — 1995
BBA, Finance, Ecomomics and Accounting
Fuller & Thaler Asset Management August 2010 - Present
Symphony Asset Management May 2007 - August 2010
Pacific Investment Management Company February 2006 - April 2007
PIMCO 2006 - 2007
Prudential Capital Group July 2002 - January 2006
Honeywell International 1995 - 2000
Honeywell-Measurex 1995 - 2000
Measurex (now Honeywell) 1995 - 2000
Measurex 1995 - 2000
Hercules 1993 - 1995
Skills
Business Development, Strategic Marketing, Product Specialist, Hedge Funds, Asset Management, Equities, Fixed Income, Investor Relations, Alternative Investments, Investments, Fund Of Funds, Private Equity, Series 7, Capital Markets, Investment Strategies, Mutual Funds, Investment Advisory, Credit, Financial Markets, Bonds, Structuring, Asset Managment
Education
CFA Institute 2002 — 2004
CFA, Chartered Financial Analyst
Kellogg School of Management 2000 — 2002
MBA, Finance and Accounting
North Carolina State University 1988 — 1993
BS, Chemical Engineering, Pulp and Paper Science and Technology
PIMCO August 2014 - Present
PIMCO June 2013 - August 2013
Bank of America June 2012 - August 2012
Skills
Microsoft Excel, Java, R
Education
Princeton University 2010 — 2014
Operations Research and Financial Engineering
PIMCO August 2012 - July 2015
Investec Asset Management September 2008 - August 2012
Investec Asset Management July 2006 - August 2008
Citigroup Asset Management 2001 - 2006
SEI Investments de Mexico 1998 - 2001
SEI Investments 1995 - 1998
Skills
Asset Managment, Hedge Funds, Alternative Investments, Equities, Investments, Fixed Income, Investment Management, Asset Allocation, Investment Strategies, Portfolio Management, Mutual Funds, Wealth Management, Fund Of Funds, Emerging Markets, Private Equity, Relationship Management, Pensions, Asset Management, Financial Services, Investment Advisory, Financial Markets, Pension Funds, Financial Advisory, Institutional..., Equity Research
Education
University of Notre Dame - Mendoza College of Business 1993 — 1995
MBA
North Carolina State University 1985 — 1989
BA, Economics and Business Management
PIMCO January 2015 - Present
PIMCO August 2011 - December 2014
Goldman Sachs July 2008 - July 2011
Skills
Bloomberg, Equities, Financial Modeling, Fixed Income, Capital Markets, Bloomberg Terminal, Bonds
Education
Penn State University 2004 — 2008
Bachelor's Degree, Finance
NWP Services Corporation September 2014 - August 2015
PIMCO April 2013 - October 2013
First American Financial Corporation March 2008 - April 2013
First American Title August 2005 - March 2008
Italia Wine Imports January 2004 - July 2005
Skills
Office Management, Outlook, Travel Arrangements, Data Entry, Microsoft Excel, Spreadsheets, Concur, Microsoft Office, Executive Level..., PowerPoint, Event Planning, Visio, Calendars, Fax, Accounts Payable, Executive Support, Microsoft Word, Expenses, Invoicing, Telephone Skills, Ariba, Executive..., Calendaring, Expense Reports, Administrative..., 10 Key, Confidentiality, Customer Service
Education
Orange Coast College
Management and leadership studies
Freelance Social Media Strategy August 2015 - Present
PIMCO February 2011 - Present
Velosys June 2011 - Present
Myprint November 2006 - February 2011
Skills
Social Media Marketing, Project Management, Process Improvement, Product Marketing, Consulting, Business Analysis, Sales, Customer Engagement, WiFi, Lead Generation, SDLC, Manual Testing, Business Development, Testing, Regression Testing, Quality Assurance, Scrum, Warehouse Management, Agile Methodologies, Microsoft Office, Resource Management, Recruiting, Test Cases, TFS, Microsoft SQL Server, Marketing, Human Resources, SharePoint, Inventory Control, Software Testing Life..., Shipping, WPF, Warehousing, Team Building, Agile Testing, Requirements Analysis, Mobile Applications, Start-ups, SQL, JIRA, Adobe Creative Suite, Digital Video, Video Production, Test Automation, Mobile Devices, Mobile Marketing, After Effects, Fiddler, MySQL, Supply Chain Management
Education
Orange Coast College 2006 — 2011
Business & Marketing
PIMCO June 2015 - August 2015
Wellesley College September 2013 - April 2014
A Bridge for Children International May 2013 - July 2013
Skills
Customer Service, Public Relations, Research, Event Planning, Strategic Marketing, Data Analysis, Public Speaking
Education
Wellesley College 2012 — 2016
Bachelor’s Degree, Mathematics and Economics
University of Oxford 2014 — 2015
Visiting Student, Mathematics and Economics
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Cross-Registered, Accounting and Finance
Regions Financial Corporation March 2015 - Present
U.S. House of Representatives November 2014 - February 2015
PIMCO August 2012 - October 2014
PIMCO June 2011 - August 2011
D.A. Davidson Companies September 2006 - September 2010
Education
Oregon State University 2007 — 2012
Bachelor's Degree, Finance and Accounting, Honors
PIMCO June 2015 - Present
Ernst & Young August 2012 - June 2015
Ernst & Young June 2011 - August 2011
Education
Penn State University 2008 — 2012
B.S. Accounting
National University of Singapore
Nike, Inc. March 2013 - Present
Nike, Inc. February 2011 - March 2013
Nike, Inc. July 2008 - February 2011
DR Horton February 2007 - October 2007
PIMCO August 2006 - January 2007
Sears Holdings Corporation May 2005 - July 2006
Skills
Customer Retention, Employee Relations, Retail, Inventory Management, Visual Merchandising, Merchandising, Customer Service, Outlook, Sales, Recruiting, Training, Microsoft Excel, Teamwork, Logistics, Leadership, Management, Budgets, Human Resources, Customer Satisfaction, Supply Chain, SAP, Coaching, Interviews, Product Development
Education
Portland State University 2008 — 2010
Bachelor’s Degree, :Spanish, Conflict Resolution, Ethnic Studies, Sociology, Women's Studies, Diversity
Portland Community College 2007 — 2008
Design, Color Theory, Business, Marketing, Management
University of Oregon 2002 — 2004
General Undergraduate Requirements, Spanish, Study Abroad
EHS
Nike Specific Training
PIMCO March 2015 - Present
HSBC February 2014 - February 2015
Mitsubishi UFJ Securities (USA), Inc. June 2013 - August 2013
The National Hockey League June 2012 - August 2012
Cunningham Lindsey May 2011 - August 2011
New York Yankees May 2010 - June 2010
Education
NEW YORK UNIVERSITY, STERN SCHOOL OF BUSINESS 2010 — 2014
Bachelor of Science, Finance, Management
NYU Stern School of Business 2010 — 2014
NYU
TAMPA PREPARATORY SCHOOL
PIMCO June 2015 - Present
PIMCO April 2012 - Present
Morgan Stanley Smith Barney August 2010 - April 2012
Creative Financial Group July 2009 - August 2010
Citi Smith Barney May 2008 - August 2008
Johnson and Johnson January 2008 - May 2008
Skills
Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Retirement, Estate Planning, Financial Advisory, Fixed Annuities, Portfolio Management, Alternative Investments, Financial Planning, Sales, Insurance, Management, Finance
Education
Penn State University 2004 — 2008
BS in Business Administration, Finance, International Business
Natixis Global Asset Management July 2015 - Present
Natixis Global Asset Management September 2013 - July 2015
PIMCO April 2008 - July 2013
Allianz Global Investors March 2007 - April 2008
Allianz Global Investors May 2005 - March 2007
Lehman Brothers April 2004 - April 2005
eSecLending June 2002 - December 2002
Batterymarch Financial Management June 2001 - December 2001
Skills
Fixed Income, Series 7, Mutual Funds, Series 63, Separately Managed..., Relationship Management
Education
Northeastern University 1999 — 2004
B.S., Business Administration
PIMCO August 2013 - Present
PIMCO June 2012 - August 2012
Northern Lights Capital Group February 2011 - July 2011
Bay Hills Capital December 2008 - February 2011
BlackRock October 2007 - December 2008
Quellos Group, LLC June 2007 - October 2007
Skills
Private Equity, Investments, Venture Capital, Portfolio Management, Mergers & Acquisitions, Strategy
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA with Honors, Concentrations in Analytic Finance and Economics
Princeton University 2003 — 2007
BA, Economics
Pimco June 2006 - Present
Van Kampen Investments 2004 - 2006
UBS 2002 - 2004
UBS Global Asset Management 1999 - 2002
Related 1984 - 1999
Skills
Mutual Funds, Asset Management, Alternative Investments, Series 63, Series 7, Asset Allocation, Series 24, series 9 & 10
Education
Santa Clara University 1978 — 1981
Bachelor's degree, Business Administration and Management, General
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
Master of Business Administration (MBA)
AIG September 2014 - Present
Barnes & Noble January 2014 - September 2014
PIMCO October 2012 - January 2014
UBS July 2010 - October 2012
MBIA February 2009 - July 2010
UBS July 2006 - February 2009
AllianceBernstein July 1999 - July 2006
Yale University October 1997 - July 1999
Oxford Health Plans June 1995 - October 1997
The Hartford Insurance Group June 1993 - June 1995
Skills
PL/SQL, Data Modeling, Database Design, Data Warehousing, ETL, SDLC, Oracle, Databases, Software Development, SQL, SOA, Data Migration, SQL Tuning, Microsoft SQL Server, Agile Methodologies
Education
New York University - Polytechnic School of Engineering
M.S., Computer Science
PIMCO January 2013 - Present
PIMCO June 2009 - December 2012
Graziadio School of Business and Management, Pepperdine University August 2007 - April 2009
Warner Bros. June 2008 - August 2008
Prudential Financial March 2004 - August 2007
Prudential Financial June 2002 - March 2004
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
MBA, Finance
The College of New Jersey 1998 — 2002
BS, Finance, Economics
UNSW Australia 2000 — 2000
Study Abroad, Finance
Stadion Money Management August 2015 - Present
Alpine Funds September 2012 - July 2015
PIMCO October 2006 - September 2012
Morgan Stanley May 2005 - May 2006
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Investment Management, Asset Management, ETFs, Equities, Finance, Wealth Management
Education
Ohio Wesleyan University 2000 — 2004
Bachelor of Arts (BA), Economics
Danbury High School 1996 — 2000
PIMCO February 2012 - Present
Citigroup August 2008 - March 2012
Citigroup June 2008 - August 2009
Citigroup June 2007 - June 2008
Citigroup June 2005 - June 2007
Skills
Capital Structure, Fixed Income, Capital Markets, Structured Finance, Origination, Credit Analysis, Investment Banking, Financial Modeling, Portfolio Management, Valuation, Due Diligence, Equities, Investments, Loan Origination, Risk Management
Education
New York University - Leonard N. Stern School of Business 2013 — 2014
Master's of Science (MSc), Global Finance
New York University - Leonard N. Stern School of Business 2003 — 2005
Bachelor of Science (B.S.), Accounting and Finance
New York Institute of Technology 2001 — 2003
Accounting, Finance & MIS
PIMCO 2013 - Present
Morgan Stanley Smith Barney 2009 - 2013
Citigroup Global Markets Inc. 2008 - 2009
Citigroup Global Markets Inc. 1998 - 2007
Salomon Smith Barney 1993 - 1998
Shearson Lehman Brothers 1988 - 1993
Drexel Burnham Lambert 1986 - 1988
Skills
Mutual Funds, Alternative Investments, Annuities, Brokerage, Fixed Annuities, 529 Plans, Fixed Income, Back Office, Relationship Management, Investments, Asset Allocation, Project Management, Middle Office, Retirement Planning, Asset Management, Business Analysis, Risk Management, Program Management, Securities, Equities, 401k, Portfolio Management, Bonds, Financial Services, Financial Risk, Trading Systems, Wealth Management, Insurance, Investment Advisory, Investment Management, Management, Financial Markets, Trading, Banking, Finance, Financial Advisory, Budgets, Retirement
Education
College of Engineering, Madras
B.S, Engineering
New York University
IT
PIMCO April 2010 - Present
JP Morgan Asset Management October 2004 - April 2010
Skills
Investment Management, Alternative Investments, Institutional Sales, Relationship Building, Strategic Prospecting, Relationship Management
Education
Penn State University 1998 — 2002
Bachelor’s Degree, Finance
Tradeweb September 2012 - May 2013
Credit Suisse September 2010 - September 2012
PIMCO April 2006 - August 2010
Dow Jones Newswires June 1998 - April 2006
NYTimes.com/TheStreet.com 1999 - 2000
Chemical Week Magazine June 1996 - June 1998
Scientific American Magazine September 1995 - April 1996
Skills
Public Relations, Marketing Communications, Equities, Mutual Funds, Marketing, Derivatives, Finance, Crisis Communications, Media Relations, Investor Relations, Corporate Communications, Strategic Communications, Journalism, Internal Communications, Thought Leadership
Education
University of California, Santa Cruz 1996 — 2000
BS
New York University 1992 — 1994
MA
Stock Building Supply November 2009 - Present
PIMCO 2006 - 2009
Bank of America 2001 - 2006
Skills
Talent Acquisition, Negotiation, Recruiting, Sourcing, Team Building, Employee Relations, Temporary Placement, Applicant Tracking..., Talent Management, Human Resources, Contract Negotiation, Performance Management, Leadership, Strategic Planning, Onboarding, Technical Recruiting, Management, Strategy, Operations Management, New Business Development, Deferred Compensation, Sales Operations, Succession Planning, HR Policies, Account Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (M.B.A.)
Pace University
BBA, Human Resources Management and Services
PIMCO September 2014 - Present
bank of america November 2008 - August 2014
Global Securities Advisors (fund closed) 2007 - 2008
Bank Of America 2004 - 2007
timber hills/interactive brokers 2003 - 2004
goldman sachs 1999 - 2003
JP Morgan 1998 - 1999
Skills
Trading Systems
Education
Rensselaer Polytechnic Institute 1995 — 1999
BS, Computer Engineering
New York University
MS, Mathematics and Finance (Financial Engineering)
BNY Mellon Investment Management August 2014 - Present
PIMCO January 2011 - July 2014
Legg Mason December 2005 - January 2011
Citigroup 2001 - 2006
Citigroup Asset Management April 2001 - December 2005
AXA Financial 1998 - 2001
AXA Equitable 1998 - 2001
AXA 1998 - 2001
Skills
Series 7, FINRA, Securities, Separately Managed..., Hedge Funds, Series 24, Alternative Investments, Equities, Mutual Funds, Series 63, Uniform Combined State..., ETFs, Financial Services, Fixed Income, Investment Advisory
Education
Muhlenberg College 1989 — 1993
BA, Natural Science, Psychology
Bridgewater Associates June 2011 - Present
PIMCO June 2005 - June 2011
GMO LLC February 2004 - June 2005
Skills
Asset Allocation, Investment Strategies, Hedge Funds, Fixed Income, Bloomberg, Investment Management, Equities, Alternative Investments
Education
University of Southern California - Marshall School of Business 2007 — 2010
MBA
Pepperdine University 2000 — 2003
BS Finance
PIMCO January 2011 - January 2015
UBS Investment Bank April 2010 - January 2011
DWS Investments/Deutsche Bank Group July 2007 - October 2009
Bloomberg L.P. January 1996 - January 2007
Bloomberg News January 1999 - January 2001
Bloomberg News January 1996 - January 1999
Yellow Roadway Corporation (YRC) January 1994 - January 1996
Skills
User Experience, Content Management, Information Architecture, Digital Media, Dreamweaver, Creative Strategy, Creative Direction, Content Development, Photoshop, Photography, InDesign, Corporate Communications, Multimedia
Education
New York School of Interior Design 2015 — 2018
Master of Fine Arts (M.F.A.), Interior Design
Temple University 1990 — 1994
B.A, Communications; Radio-Television-Film
Miami University
JPMorgan Chase & Co. November 2014 - Present
NRG Energy April 2014 - November 2014
Edison Mission Energy August 2007 - March 2014
Eastridge Administrative Staffing July 2006 - August 2007
PIMCO December 2005 - July 2006
Town & Country Credit January 2005 - November 2005
Eastridge Administrative Staffing/HR Solutions August 2004 - January 2005
Skills
Management, Human Resources, Temporary Placement, Recruiting, Applicant Tracking..., Onboarding, Employee Relations, Leadership, Technical Recruiting, Talent Acquisition
Education
University of California, Irvine 2001 — 2004
B.A., Social Studies
University of California, Irvine - Extension Program 2011 — 2012
In Progress, HR Certificate
Mt. San Antonio College 1999 — 2001
PIMCO 2015 - Present
Liquidnet 2011 - 2015
Thomson Reuters 2004 - 2011
Jones Cyber Solutions 2001 - 2004
U S West Comm 1994 - 1999
Skills
SQL, Databases, Oracle, Software Project..., PL/SQL, Software Development, Data Warehousing, Integration, Agile Methodologies, Business Analysis, SDLC, Requirements Analysis, Program Management, Database Administration, Vendor Management, Unix, Project Management, Business Intelligence, Database Design, XML, Process Improvement, Data Analysis
Education
University of California, Santa Barbara
Master of Science (MS), Computer Science
Oakland University
Bachelor of Arts (BA), Communication
PIMCO September 2014 - Present
MetLife Investments January 2006 - February 2014
Plainfield Board of Education 2010 - 2014
MetLife 2005 - 2014
MetLife 2005 - 2014
MetLife 2005 - 2014
Citigroup\Smith BarneyThe Computer Merchants, LTD April 2005 - October 2005
Volvo The Computer Merchants, LTD February 2005 - March 2005
Merrill Lynch December 2004 - January 2005
WachoviaThe Computer Merchants, LTD June 2004 - July 2004
Skills
Microsoft Exchange, VPN, Servers, DHCP, Active Directory, Windows XP, Networking
Education
Morgan State University
XROADS, LLC September 2010 - April 2012
PIMCO April 2009 - August 2010
Zecco December 2007 - October 2008
Skills
FINRA, Corporate Finances and..., Research, Analyzing, Problem Solving, Financial and Credit..., Extensive Knowledge of..., Bonds, Equities and..., Leadership, Team Collaborations, Risk Management and..., Strategic Business..., Market Trends Analysis..., Broad Knowledge of..., Complex Project/Process..., Communication and..., Analysis, Portfolio Management, Valuation, Finance
Education
University of California, Santa Barbara 2005 — 2007
Bachelor of Science, Business and Managerial Economics
Orange Coast College 2003 — 2005
Associate of Arts, Economics and Accounting
PIMCO September 2011 - Present
Royal Bank of Scotland December 2009 - September 2011
Credit Suisse November 2006 - November 2009
Education
Periyar University 1998 — 2001
Master of Computer Applications (M.C.A.), Computer Science
University of Calicut 1993 — 1997
Bachelor of Science (B.Sc.), Mathematics
Self-Employed May 2007 - Present
PIMCO May 2014 - August 2014
Academic Arrangements Abroad May 2008 - September 2013
DoCip May 2007 - June 2009
Antonio Campos, Director February 2008 - February 2008
Joe Gilford and StoryRescue.com May 2007 - February 2008
United Nations May 2007 - May 2007
Omniplex 1999 - 2005
Skills
Translation, French, Human Resources, Public Speaking, Marketing, Tour Operators, Politics, Tour Planning, English, Google Analytics, Google Adwords, Mail Merge, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, PowerPoint
Education
New York University 2006 — 2007
MA, French Studies
University of Oklahoma 2000 — 2005
BA, BFA, French and Art History
University of Hertfordshire 2001 — 2002
Study Abroad
Specialists On Call, Inc. June 2015 - Present
GT Nexus January 2015 - Present
Warburg Pincus July 2009 - Present
AmRest June 2014 - Present
Goldman Sachs July 2008 - August 2008
PIMCO May 2008 - June 2008
Merrill Lynch May 2003 - April 2007
Tigris Consulting August 2002 - April 2003
Microsoft June 2001 - August 2001
Skills
Financial Modeling, LBO, Private Equity, Investments, Corporate Development, Bonds, Residential Mortgages, Restaurants, Venture Capital
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (MBA)
Princeton University 1998 — 2002
A.B.
Deloitte & Touche August 2007 - Present
PIMCO 2009 - 2009
Deloitte & Touche September 2004 - July 2007
Philip Morris July 2000 - June 2002
Education
Michigan State University - The Eli Broad College of Business 2002 — 2004
Master of Professional Accounting
PIMCO May 1994 - Present
Skills
Fixed Income, Asset Managment, Financial Modeling, Financial Analysis, Corporate Finance, Investment Management, Mutual Funds, Separately Managed..., Trading, Capital Markets, Securities, Mergers & Acquisitions, Strategic Financial..., Asset Management, Investment Banking, Investment Advisory
Education
National University
Pepperdine University, The George L. Graziadio School of Business and Management
PIMCO August 2007 - Present
Intergrated Marketing Work January 2007 - July 2007
United Direct Marketing, Inc October 2005 - January 2007
RAUXA Direct, Inc February 2005 - October 2005
Marriott International February 2001 - September 2004
Skills
Art, Photoshop, Graphics, Typography, Corporate Identity, Direct Mail, Art Direction, Adobe Creative Suite, Logo Design, Graphic Design, Creative Direction, Corporate Branding, Layout
Education
Parsons School of Design 1992 — 1996
BFA
PIMCO March 2011 - Present
AXA Distributors May 2008 - January 2011
AXA Distributors October 2004 - May 2008
Putnam Investments 2001 - 2004
Skills
Series 63, Mutual Funds, Fixed Annuities, Investments, Series 6, Series 7, Separately Managed..., Asset Allocation, 401k, Alternative Investments, Securities, Retirement Planning, FINRA, Series 24, Wealth Management, Retirement, Series 65, ETFs, Asset Management, Investment Strategies, Financial Services, Investment Advisory, Financial Advisory, Fixed Income, Equities, Relationship Management, IRAs, Strategic Financial..., Defined Contribution, Insurance, Bonds, Wealth Management..., Closed-end Funds, Sales Management
Education
University of Massachusetts, Amherst 1997 — 2000
Nichols College 1995 — 1996
PIMCO September 2010 - Present
Allianz Global Investors August 2004 - September 2010
Skills
Asset Management, Fixed Income, Mutual Funds, Bloomberg, Asset Allocation, Investment Management, Trading Systems, Meticulous focus and..., Strong research and..., Function well in..., Excellent..., Great multi-tasking and..., Familiar with..., Familiar with both,..., Bloomberg, APL trading..., MS Word, Visio, Excel,..., Fully proficient in..., Equities, Alternative Investments, Hedge Funds, Securities, Series 7, Investments, Financial Services, Portfolio Management, Financial Modeling, Series 63
Education
New York University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Ceridian December 2003 - Present
State Street IMS April 2001 - December 2003
PIMCO August 1998 - April 2001
Skills
Risk Management, Controllership, Credit Risk, Compliance, Collections, Account Reconciliation, Financial Operations, Sarbanes-Oxley Act, Analysis, Management, Employee Benefits, Outsourcing, Forecasting, Vendor Management, Payroll, Finance, Internal Controls, Credit, Banking, Financial Risk, Tax, Fraud, Human Resources, Leadership, CRM, Business Process, Performance Management, Financial Services, Strategy, Process Improvement, Training, Accounting, Managerial Finance, Financial Analysis, Product Management, Mergers & Acquisitions, Auditing, Change Management, Recruiting, Budgets, Executive Management, Business Process..., Business Analysis, Cash Management, Cross-functional Team...
Education
Occidental College 1979 — 1983
B.A., Economics
Roth Capital Partners October 2008 - Present
Simply Sweet Apps June 2012 - Present
Jacqueline Jarrot August 2005 - January 2007
PIMCO 2003 - 2003
Tax & Financial Group 1998 - 2002
Trenwith Group, LLC 1995 - 1999
Skills
Series 7, Series 24, Equity Research, Series 63, Series 65, Product Design, Supplier Sourcing, Software Development, Mobile Applications, Business Efficiency, Data Modeling, Marketing Communications, Investment Banking, Bloomberg, Equities, Strategic Planning
Education
LATTC 2004 — 2006
Design
Pepperdine University 2000 — 2002
Bachelor of Science (BS), Business Administration, Management and Operations
Salient Partners June 2015 - Present
PIMCO June 2013 - June 2015
PIMCO January 2013 - May 2013
PIMCO May 2011 - December 2012
CalOptima September 2007 - April 2011
Skills
Fixed Income, Financial Modeling, Financial Analysis, Microsoft Excel, VBA, SQL
Education
Pepperdine University 2003 — 2007
Bachelor of Science in Business Administration
PIMCO August 2011 - Present
Omninet Capital June 2010 - August 2010
Criswell Radovan May 2006 - April 2009
Skills
Investments, Financial Modeling, Private Equity, Venture Capital, Real Estate, Asset Management, Valuation, Leadership, Equities, Financial Analysis, Portfolio Management, Due Diligence, Capital Markets, Fixed Income, Alternative Investments, Hedge Funds
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Finance, General
Northwestern University 1997 — 2001
BA
Pacific Life 2013 - Present
PIMCO 2011 - 2013
Pacific Life 2004 - 2011
Deutsche Bank 2002 - 2004
Skills
Project Management, Financial Reporting, Investments, Financial Modeling
Education
Pepperdine University 2007 — 2009
Master of Business Administration, Finance
University of Pennsylvania 1998 — 2002
Bachelor of Arts, Economics
PIMCO October 2012 - Present
PIMCO December 2010 - September 2012
Allianz Global Investors March 2008 - December 2010
Education
New York University 2003 — 2007
B.A., Economics, Pre-Business
AQR Capital Management April 2015 - Present
J.P. Morgan August 2013 - April 2015
PIMCO June 2012 - August 2012
Mercer Investment Consulting March 2009 - March 2011
Mercer Investment Consulting September 2006 - March 2009
JP Morgan June 2005 - August 2005
Key Bank May 2004 - August 2004
Skills
Portfolio Management, Investment Management, Economic Modeling, Financial Modeling, Valuation, Investments, Bloomberg, Fixed Income, Hedge Funds, Alternative Investments, Equities, Investment Education, Asset Allocation, Equity Research, Investment Strategies
Education
The University of Chicago Booth School of Business 2011 — 2013
MBA, Finance, Strategy
Morehouse College 2002 — 2006
BA, Economics, Finance
PIMCO January 2013 - Present
PIMCO March 2011 - December 2012
PIMCO August 2008 - March 2011
Education
Miami University 2004 — 2008
Finance
PIMCO January 2010 - Present
PIMCO July 2007 - December 2009
PIMCO March 2004 - July 2007
PIMCO February 1995 - February 2004
Skills
Asset Management, Mutual Funds, Bloomberg, Fixed Income, Alternative Investments, Equities, Investments, Bloomberg Terminal, Hedge Funds, Asset Allocation, Financial Analysis, Series 7, Strategy, Securities
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance
Northeastern University
BSBA, Finance
PIMCO February 2011 - Present
Education
New York University
B.S.
PIMCO 2009 - Present
Red Kite Management 2009 - 2010
Partners in Performance 2006 - 2007
Pacific Strategy Partners 2004 - 2006
Skills
Financial Analysis, Financial Modeling, Business Strategy, Due Diligence, Business Analysis, Investments, Alternative Investments, Institutional..., Offshore Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
Master of Business Administration (MBA), Finance and Economics
University of Melbourne 1999 — 2002
Bachelor of Commerce (B.Com.), Finance and Economics
PIMCO June 2010 - April 2014
Geneva Capital Investments October 2006 - July 2009
DMC July 2005 - October 2006
Skills
Fixed Income, Bloomberg, Derivatives, Quantitative Finance, Options, Trading Systems, Portfolio Management, VBA, FX Options, Matlab, Equity Derivatives, SQL, Monte Carlo Simulation, Microsoft Excel, Market Data, C, Trading, Financial Modeling, Equities, Hedge Funds
Education
The University of Chicago 2009 — 2010
Masters, Financial Math
Northwestern University 2001 — 2005
Electrical Engineering
PIMCO April 2011 - Present
AXA Equitable March 2008 - April 2011
Richmond County District Attorney's Office October 2004 - January 2008
Clifford Chance US LLP 2002 - 2004
Education
NYU School of Law 1999 — 2002
JD
University at Albany, SUNY 1994 — 1998
BA, Political Science, English
Middlesex University 1997 — 1997
Political Science, Theater
German Language School
PIMCO September 2011 - Present
Morgan Stanley June 2009 - September 2011
Morgan Stanley June 2008 - August 2008
Skills
Series 7, Series 66, Series 3, Fixed Income, Bloomberg, Capital Markets, Asset Management, Uniform Combined State..., Alternative Investments, Equities, Asset Allocation, Series 63, Mutual Funds
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
IES Rome 2008 — 2008
Penn State University
Bachelor of Science
American Express September 2015 - Present
Van Eck Global Market Vectors ETFs August 2014 - August 2015
PIMCO March 2011 - July 2014
Legg Mason November 2009 - March 2011
Legg Mason 2007 - April 2009
Legg Mason 2006 - 2007
Skills
Mutual Funds, Investments, ETFs, Separately Managed..., Fixed Income, Series 63, Series 7, Asset Management, Equities, Finance, Wealth Management, Marketing, Relationship Management, Financial Services
Education
Penn State University 2002 — 2006
BA, Public Relations (Business minor)
JP Morgan DirectorUBS Investment BankJune 2011 - Present
PIMCO June 2008 - August 2008
Education
The University of Chicago 2007 — 2009
MBA, Analytic Finance
The University of Chicago Booth School of Business 2007 — 2009
MBA
Peking University 1999 — 2003
BA, ECONOMICS
PIMCO July 2008 - Present
Skills
Asset Management, Equities, Bloomberg, Fixed Income, Investments, Hedge Funds, Portfolio Management, Securities, Series 7, Asset Allocation, Alternative Investments, Investment Management, Management, Microsoft Office
Education
Orange Coast College
Associate's degree, Business Administration and Management, General
PIMCO June 2012 - Present
PIMCO January 2010 - June 2012
Barclays Capital October 2008 - January 2010
Lehman Brothers July 2008 - October 2008
Lehman Brothers June 2007 - August 2007
Education
Yale University 2004 — 2008
Ph.D., Physics
Peking University 2000 — 2004
B.S & B.A., Physics & Economics
PIMCO July 2013 - Present
Goldman Sachs July 2007 - July 2013
Morgan Stanley May 2002 - July 2007
Arthur Andersen September 2000 - May 2002
Education
New York University 1996 — 2000
Bachelors, Economics, Psychology
Pacific Life June 1996 - June 2009
PIMCO March 1991 - June 1996
Skills
Microsoft Excel, Strategic Planning, Mutual Funds, Investments, Insurance, Analysis, Financial Modeling, Financial Analysis, Employee Benefits, Fixed Annuities, Financial Planning, Risk Management, Strategic Financial...
Education
Pace University 1978 — 1982
BBA, Operations Management
Castleton Commodities International April 2015 - Present
Capital Group August 2014 - March 2015
Bank of America April 2014 - July 2014
Bank of America January 2014 - March 2014
PIMCO July 2011 - December 2013
Wells Fargo New York 2011 - August 2011
Kepler Capital Markets May 2008 - June 2010
Skills
Project Management, Windows XP, Business Analysis, SQL, Active Directory, Windows Server, VMware, Disaster Recovery, Visio, SDLC, Microsoft SQL Server, Windows 7, Portfolio Management, Unix
Education
Pace University 2009 — 2012
Masters, Information Systems
Northeastern University 1997 — 2002
Bachelors, MIS
PIMCO August 2011 - Present
Thornburg Investment Management 1999 - 2008
Skills
Equities, Asset Management, Portfolio Management, Investment Management, Investment Strategies, Asset Managment, Valuation
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA 1996
AB August 2014 - Present
PIMCO December 2012 - July 2014
PIMCO November 2011 - November 2012
Goldman Sachs Asset Management December 2007 - October 2011
Goldman Sachs Asset Management May 2005 - November 2007
Prudential Financial 1999 - 2005
McGraw-Hill Higher Education September 1998 - August 1999
Skills
Marketing Strategy, Marketing, Mutual Funds, Asset Management, Investments, Financial Services, Fixed Income, Marketing Communications, Integrated Marketing, Digital Marketing, 401k, Wealth Management, Investment Strategies, FINRA, Equities, Hedge Funds, Project Management
Education
New York University
BA, English Literature/Journalism
EY February 2015 - Present
PIMCO January 2014 - February 2015
Grace-In-Motion Inc. April 2012 - March 2014
PIMCO September 2010 - December 2013
Merrill Lynch March 2008 - September 2010
Inquisitive Research Corp. June 1998 - February 2008
Smith Barney December 2005 - April 2006
Skills
Investments, Series 7, Fixed Income, Management, Equities, Uniform Combined State..., Sales, Mutual Funds, Risk Management, Series 66, Microsoft Office, Account Management, Bloomberg Terminal, ETFs, Team Leadership, Team Management, Sales Management, ExactTarget, Key Account Management, Cross-functional Team..., Salespage, Cross Selling, Siebel, WebTrends Analytics, Google Analytics, Google Trends, Tableau, Marketing Analytics, HootSuite, MicroStrategy Reporting, MicroStrategy, Asset Management, Microsoft Excel, Data Analysis, B2B Marketing, B2B, B2B Marketing Strategy
Education
Rutgers UniversityNew 2003 — 2007
a Bachelor of Arts Degree, Economics
Pace University 2002 — 2003
PIMCO 2011 - Present
PIMCO 2004 - 2010
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
University of Mary Washington 2000 — 2004
Bachelor of Science (B.S.), Economics
PIMCO August 2014 - Present
Middlebury College March 2011 - May 2014
Middlebury Snow Bowl December 2011 - April 2014
PIMCO June 2013 - August 2013
Prométhée Humanitaire February 2013 - April 2013
Enviance June 2010 - August 2010
Hollister Co. June 2009 - July 2010
Skills
Client Services, Research, PowerPoint, Editing, Public Speaking, Microsoft Office, Microsoft Excel, French, Economics, Performance Reporting, Regression Analysis, Data Analysis, Microsoft Word, Social Media Marketing, Community Outreach, Marketing, Social Networking, Social Media, Facebook
Education
Middlebury College 2010 — 2014
Bachelor's Degree, Economics, French, Arabic
Université Panthéon Sorbonne (Paris I) 2013 — 2013
Economics
Sciences Po Paris 2012 — 2013
Economics, International Relations
La Jolla Country Day School 2002 — 2010
High School
Chevron March 2014 - Present
Chevron February 2013 - February 2014
Chevron September 2012 - January 2013
Chevron October 2011 - September 2012
Chevron August 2009 - September 2011
PIMCO June 2008 - August 2008
KBR, Inc. 2001 - 2007
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Analytic Finance, Economics
Oklahoma State University
BS, Finance
PIMCO August 2011 - Present
Wechsler Ross & Partners October 2010 - July 2011
Citibank August 2007 - December 2008
Eaton Corporation October 1999 - January 2005
Skills
CRM, Corporate Identity, Management, Project Management, Budgets, Leadership, Graphic Design, Marketing, Marketing Communications, Business Strategy, Adobe Acrobat, Integrated Marketing, Retail, Corporate Branding, Creative Direction, Adobe Creative Suite, Program Management, Typography, Advertising
Education
Parsons School of Design
BFA, Communication Design
New York Life & MainStay Investments November 2013 - Present
PIMCO April 2011 - October 2013
Prudential Financial June 2009 - April 2011
Skills
Microsoft Office, Investments, Fixed Income, Financial Services, Bloomberg Terminal, PowerPoint, Digital Media, Marketing Communications, Writing, Marketing, Asset Management, Mutual Funds, Equities, Project Management, Microsoft Excel, Management, Financial Analysis, Finance, Entrepreneurship, Business Analysis, Bloomberg, Analysis
Education
New Jersey Institute of Technology 2009 — 2010
Master of Science, International Business
New Jersey Institute of Technology 2005 — 2009
Bachelor of Science, Business - Concentrations: Finance, Corporate Communications, International Business
Tecnológico de Monterrey 2008 — 2008
Study Abroad - International Business
The University of Hong Kong 2008 — 2008
Study Abroad - International Business
Jönköping University, Sweden 2006 — 2006
Study Abroad - International Business
PIMCO July 2013 - Present
Citi June 2011 - July 2013
Newgate Capital Management LLC. June 2006 - June 2011
The Bank of New York February 2003 - June 2006
Alliance Capital Management February 2000 - January 2003
Skills
Asset Management, Fixed Income, Investments, Trading
Education
Monroe College
BBA, Business Management
PIMCO Senior Manager, Project Management & TrainingLord AbbettMarch 2001 - October 2010
Prudential Financial 1999 - 2001
Bank of America / Merrill Lynch 1988 - 1999
Education
New York University
Certificate in Project Management
Rider University
BS, Finance
PIMCO 2003 - Present
Chevron September 1999 - August 2001
Chevron June 1996 - September 1999
Chevron August 1993 - June 1996
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance, Accounting
University of California, Los Angeles 1988 — 1993
BS, Mechanical Engineering
PIMCO March 2011 - June 2015
Citadel Investment Group September 2008 - September 2010
Yahoo October 2007 - September 2008
New York Stock Exchange March 2006 - October 2007
Argonne National Laboratory January 2003 - February 2006
Universal Technologies and Services Inc December 1996 - January 2003
Lucent Technologies February 2000 - March 2002
Motorola August 1999 - February 2000
UAL December 1996 - July 1999
Education
Institution of Russian Academy of Sciences Dorodnicyn Computing Centre of RAS. 1979 — 1982
Ph.D., Computer Science
Moscow Institute of Physics and Technology 1973 — 1979
M.S, Applied Mathematics and Computer Science
Moscow Institute of Physics and Technology (State University) (MIPT) 1973 — 1979
M.S., Computer Science
PIMCO January 2015 - Present
PIMCO August 2013 - December 2014
J.P. Morgan October 2012 - May 2013
Merrill Lynch June 2012 - August 2012
Deloitte August 2007 - July 2011
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA)
Northwestern University 2003 — 2007
BS, Industrial Engineering
Franklin Templeton Investments July 2014 - Present
Franklin Templeton Investments June 2013 - August 2013
PIMCO April 2010 - August 2012
PIMCO August 2008 - March 2010
PIMCO June 2007 - August 2007
Credit Suisse June 2006 - August 2006
Skills
Portfolio Management, Financial Modeling, Fixed Income, Management, Investments, Trading, Valuation, Bloomberg, Capital Markets, Alternative Investments, Equities, Hedge Funds, Equity Research, Private Equity
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Analytic Finance
Princeton University 2004 — 2008
Artium Baccalaureatus (A.B.), Economics, Magna Cum Laude
Pentegra Retirement Services September 2014 - Present
JPMorgan Chase October 2007 - September 2014
Circle Trust Co. January 2000 - October 2007
PIMCO July 1996 - January 2000
Skills
Loans, Series 7, Credit, Fixed Income, Series 63, Mortgage Lending, Equities, Commercial Lending, Portfolio Management, Small Business Lending, Credit Analysis, Mutual Funds, Financial Services, Wealth Management, Relationship Management, Investments, Asset Management
Education
Mercy College
Associate's degree, Business Administration and Management, General
PIMCO June 2013 - Present
K2 Advisors June 2011 - May 2013
Education
Princeton University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Greenhill School 1993 — 2007
Dallas, Texas
RBC Capital Markets April 2014 - Present
PIMCO September 2011 - April 2014
Morgan Stanley June 1998 - June 2011
Skills
Anti-Money Laundering,..., AML, Anti Money Laundering, Anti-corruption, Due Diligence, Economic Sanctions, Hedge Funds, OFAC
Education
New York University School of Law 1991 — 1994
Doctor of Law (JD)
University of Wisconsin-Madison 1987 — 1991
Bachelor of Arts (BA), History
PIMCO March 2009 - Present
PIMCO March 2005 - Present
PIMCO November 2001 - Present
Interactive Data 1996 - 2000
Education
Portland State University 1992 — 1993
International Business Certificate
Portland State University 1987 — 1992
Bachelor of Arts (BA), Business Administration-Finance Law