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
Fidelity Investments 2012 - Present
PIMCO 2009 - 2010
BlackRock 2006 - 2008
State Street 2004 - 2006
J.P. Morgan Asset Management 2002 - 2004
Goldman Sachs 1998 - 2001
Prudential Financial 1994 - 1997
Skills
Investments, Asset Management, Mutual Funds, Equities, Portfolio Management, Alternative Investments, Financial Services, Fixed Income, Capital Markets, Hedge Funds
Education
New York University - Leonard N. Stern School of Business
Doctor of Philosophy (PhD), Finance & Asset Management
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, Asset Management & Alternative Investments
Washington and Lee University
Bachelor's degree, Econometrics and Quantitative Economics
J.P. Morgan June 2015 - August 2015
PIMCO February 2011 - July 2014
BlackRock August 2010 - February 2011
Union Bank June 2009 - October 2009
US Army June 2004 - August 2007
Skills
Analytics, Portfolio Management, Securities, Marketing, Investments, Financial Risk, Financial Modeling, Analysis, Sales, Valuation
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA)
University of California, Los Angeles
BA, Economics
Lazard Asset Management August 2013 - Present
PIMCO January 2011 - July 2013
Allianz Global Investors 2008 - 2010
Allianz Global Investors 2006 - 2008
Allianz Global Investors 2000 - 2006
PIMCO Advisors 1995 - 2000
PIMCO Advisors 1992 - 1994
Skills
Marketing, Marketing Communications, Sales, Sales&Marketing, Project Management, Relationship Mgmt, Strategic Planning, Mutual Funds, Investments, Direct Marketing, Asset Management, Email Marketing, Equities, Leadership, Management, Marketing Strategy, Product Management, Relationship Management
Education
State University of New York at Oswego 1987 — 1991
Bachelor of Science (B.S.), Business Administration, Concentration in Marketing
City National Rochdale January 2015 - Present
PIMCO January 2009 - January 2015
PIMCO July 2001 - December 2008
Freddie Mac October 1998 - August 1999
ICMA Retirement Corporation 1996 - 1998
Skills
Financial Modeling, Financial Services, Fixed Income, Investment Strategies, Investments, Leadership, Management, Non-profits, Portfolio Management, Strategy, Alternative Investments, Analysis, Institutional..., Asset Allocation, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
MBA
DoubleLine Group LP June 2015 - Present
PIMCO November 2011 - July 2014
PwC September 2008 - November 2011
Skills
Financial Analysis, Fixed Income Analysis, Financial Accounting, Team Leadership, Investments, Fixed Income, Valuation
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of California, Berkeley 2004 — 2008
Bachelor of Arts (B.A.), Economics
Foodie Shares April 2015 - June 2015
PIMCO January 2012 - January 2014
PIMCO February 2011 - December 2011
The California Endowment December 2009 - August 2010
BNP Paribas July 2007 - August 2009
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Wellesley College 2003 — 2007
BA
Universidad de Córdoba 2006 — 2006
Undergraduate
FLC Capital Advisors July 2013 - Present
BackBay Law January 2013 - January 2014
PIMCO December 2009 - January 2013
PIMCO August 2006 - December 2009
Skills
Alternative Investments, Fixed Income, Investment Management, Capital Raising, Securities Regulation, Investments, Real Estate, Venture Capital, Portfolio Management, Finance, Entrepreneurship, Mergers & Acquisitions, Mutual Funds, Asset Management, Investment Advisory, Financial Advisory, Asset Allocation, Private Equity, Hedge Funds, Securities, Estate Planning
Education
Trinity Law School
University of Arizona
Experian June 2015 - Present
adidas June 2014 - August 2014
Synergy Pacific Management, LLC May 2010 - September 2013
PIMCO May 2009 - July 2009
AEG May 2008 - August 2008
Skills
Marketing Strategy, Social Media, Product Marketing, Corporate Communications, Leadership, Brand Management, Cross-functional Team..., Marketing Communications, Entrepreneurship, Building Brand Awareness, Email Marketing, Consumer Insight, Managing Project Budgets, Strategy, Market Research
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Marketing
Yale University 2006 — 2010
BA, Political Science
Bobbi Brown Cosmetics June 2015 - Present
Bobbi Brown Cosmetics July 2013 - June 2015
Bobbi Brown Cosmetics March 2010 - July 2013
The Estée Lauder Companies Inc. August 2008 - March 2010
Merrill Lynch September 2006 - August 2008
PIMCO August 2000 - August 2004
Skills
Competitive Analysis, International Marketing, Marketing Strategy, Strategic Planning, Financial Modeling, Strategic Thinking, Brand Development, Cross-functional Team..., Luxury, Beauty Industry, Merchandising, Brand Management, Business Strategy, Retail, Luxury Goods, Consumer Products, Cosmetics
Education
The University of Chicago - Booth School of Business 2004 — 2006
Master of Business Administration (MBA), Accounting and Finance
Virtus Investment Partners, Inc. September 2014 - Present
PIMCO June 2012 - September 2014
State Street Corporation November 2007 - May 2012
Deutsche Asset Management April 2003 - October 2006
Deutsche Asset Management April 2001 - April 2003
State Street Corporation September 1999 - April 2001
Skills
Financial Statements, Mutual Funds, Bloomberg, Investments, Financial Reporting, Financial Analysis, Fixed Income, Internal Controls, Accounting, General Ledger, Equities
Education
Suffolk University 2008 — 2011
Masters of Science Taxation, Accounting and Taxation
Suffolk University 2008 — 2011
Masters, Business Administration
Robeco June 2014 - Present
PIMCO January 2014 - April 2014
PIMCO July 2008 - January 2014
Morgan Stanley June 2007 - August 2007
Bank Hapoalim July 2005 - July 2006
BBVA Bancomer Securities Inc. June 2004 - July 2005
BBVA Bancomer Securities International June 2002 - June 2004
Skills
Equities, Fixed Income, Structured Products, Mutual Funds, Financial Services, Asset Allocation, Portfolio Management, Financial Advisory, Securities, Private Banking, Series 63, Wealth Management..., Wealth Management, Hedge Funds, Investment Strategies, Strategy, Risk Management, Alternative Investments, Economics, Financial Markets, CRM, Investment Management, Series 7, Investments, Asset Management, Bloomberg, Capital Markets, Finance, Bonds, Derivatives, Emerging Markets, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance
Tecnológico de Monterrey 1995 — 1999
Bachelors, Economics
University of Alberta 1998 — 1998
International Finance
Tsinghua University 2008 — 2008
International Business
Beacon Pointe Advisors February 2013 - Present
PIMCO September 2011 - February 2013
LOBA Jr 2008 - September 2011
AVP Pro Beach Volleyball Tour 2007 - 2010
Skills
Client Servicing, Client Development, Relationship Management, Wealth Management, Wealth Management..., Wealth Planning
Education
Pepperdine University School of Law
J.D.
UCLA Anderson School of Management
Master of Business Administration (MBA), Finance
University of California, Los Angeles
B.A., Political Science
PIMCO June 2011 - Present
UBS Global Asset Management January 2007 - June 2011
UBS Global Asset Management September 2005 - December 2007
Camden Capital Management, LLC July 2005 - September 2005
Countrywide Financial Corporation June 2004 - September 2004
Accenture, LLC September 1998 - December 2003
Education
UCLA Anderson School of Management
MBA, Finance & Strategy
University of Southern California
BS, Business Administration
University of Pennsylvania - The Wharton School
AIMSE: Marketing and Investment Management Program
Notre Dame High School
PIMCO August 2012 - Present
Wells Fargo Securities, Principal Investments June 2011 - August 2012
Llenroc Capital LLC May 2010 - August 2010
Skills
Equity Research, Bloomberg, Equity Valuation, Alternative Investments, Hedge Funds, Capital IQ, Financial Modeling, Financial Analysis, Portfolio Management
Education
UC Berkeley
BS in Civil Engineering
UCLA Extension Corporate Education & Custom Programs
Certificate in Accounting
Capital Group April 2014 - Present
PIMCO August 2009 - April 2014
The Royal Bank of Scotland Plc January 2007 - August 2009
University at Buffalo Securities Clinic January 2005 - August 2005
Lipsitz Green Scime Cambria LLP November 2004 - August 2005
Skills
Derivatives, Fixed Income, Asset Management, Hedge Funds, Alternative Investments, Equities, Bloomberg, Investments, Asset Allocation, Investment Management, Portfolio Management, Mutual Funds, Investment Strategies, Series 7, Valuation
Education
University at Buffalo Law School 2003 — 2006
Doctor of Law (JD), Finance Transactions
State University of New York at Albany 1999 — 2003
Bachelor's degree, Political Science and Government
PIMCO January 2011 - Present
Allianz Global Investors July 2006 - February 2011
Cadence Capital Management 2004 - 2006
Putnam Investments May 2004 - July 2004
Education
Syracuse University 2002 — 2006
BA, Communications, Marketing
PIMCO
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2013
Master of Business Administration (MBA)
PIMCO June 2013 - Present
Overseas Private Investment Corporation May 2012 - August 2012
U.S. Department of the Treasury June 2011 - August 2011
U.S. Department of State May 2009 - June 2010
Baker & McKenzie LLP (Vietnam) October 2009 - May 2010
The Brookings Institution May 2008 - August 2008
Skills
Economics, Emerging Markets, Quantitative Analytics, Financial Modeling, Public Speaking, Policy Analysis, Public Policy, International..., International Relations, Political Science, Research, Qualitative Research, Strategy, Economic Development, International Economics, Quantitative Research, Intercultural..., Government, Foreign Policy, Venture Capital, Political Risk Analysis
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Tufts University - The Fletcher School of Law and Diplomacy 2010 — 2012
Master of Arts (M.A.), International Finance, International Political Economy
University of Florida Honors College 2005 — 2009
Bachelor of Arts (B.A.), Political Science, Economics, summa cum laude
PIMCO August 2013 - Present
University of Chicago Booth School of Business September 2011 - June 2013
PIMCO June 2012 - August 2012
South Dekalb Church Federal Credit Union March 2009 - April 2011
EARNEST Partners July 2008 - March 2011
J.P. Morgan July 2006 - May 2008
Skills
Investment Management, Forecasting, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Equities, Fixed Income, Corporate Finance, Investments, Equity Research, Asset Managment
Education
The University of Chicago - Booth School of Business 2011 — 2013
Masters of Business Administration, Analytic Finance & Entrepreneurship
The University of Georgia 2002 — 2006
BBA, International Business, Finance, Spanish
University of Georgia - Terry College of Business 2002 — 2006
BBA, International Business, Finance, Spanish
PIMCO December 2009 - Present
PIMCO January 2006 - December 2009
U.S. Department of Commerce January 2005 - May 2005
Skills
Fixed Income, Commodity Markets, Product Management, Financial Markets, Economics, Inflation-indexed bond, Macroeconomics, Mutual Funds, Derivatives, Commodity, Bloomberg, Hedge Funds, Alternative Investments, Investment Management, Bonds, Investments, Asset Management, FINRA, Series 7, Series 63, Equities
Education
UCLA Anderson School of Management 2013 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Berkeley 2002 — 2005
Bachelor's Degree, Economics
PIMCO September 2011 - Present
Calvert Investments February 2007 - September 2011
UBS Investment Bank March 2004 - February 2007
Citigroup 1999 - 2001
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 1998
MBA, finance, strategy
Syracuse University 1988 — 1992
Bachelor of Science (BS), Marketing/Marketing Management, General
PIMCO January 2011 - Present
Allianz Global Investors December 2006 - December 2010
Smith Barney September 2005 - December 2006
FINRA August 2004 - September 2005
Tyco Fire & Building Products January 2004 - April 2004
NH Bureau of Securities Regulaion May 2002 - September 2003
Fidelity Investments June 1998 - January 2002
Skills
Legal Research, Mutual Funds, Management, Securities, Series 7, Series 24, FINRA, Marketing, Series 63
Education
UNH School of Law 2001 — 2004
JD, Law
The University of Texas at Arlington 1990 — 1998
BA, Political Science
LSV Asset Management November 2011 - Present
Optiver July 2009 - October 2011
PIMCO September 2008 - June 2009
Citadel Investment Group September 2004 - August 2008
UBS Investment Bank September 2001 - September 2004
Education
The University of Chicago Booth School of Business 2005 — 2008
MBA, Finance, Accounting, Statistics
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Electrical Engineering
PIMCO January 2013 - Present
PIMCO June 2011 - December 2012
PIMCO January 2011 - June 2011
FMV Opinions, Inc. July 2009 - January 2011
Knightsbridge Asset Management June 2008 - September 2008
Farmers Insurance Group January 2007 - September 2007
Farmers Insurance January 2006 - December 2006
Skills
Valuation, Financial Modeling, Investments, Due Diligence, Business Valuation, Industry Analysis, Quantitative Analysis, Financial Analysis, Equities, Bloomberg, Credit, Excel, Fixed Income, Equity Research, Competitive Analysis, Microsoft Excel, High Yield, Private Equity, Finance
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance & Accounting
University of Southern California 2004 — 2005
MS, Electrical Engineering
University of California, Los Angeles 2000 — 2004
BS, Electrical Engineering
CFA Institute
CFA Charterholder, October 2011
UBS Financial Services November 2013 - October 2014
PIMCO February 2011 - February 2012
Allianz Global Investors September 2007 - February 2011
Smith Barney September 2003 - August 2007
Putnam Investments November 1999 - November 2002
Morgan Stanley July 1991 - October 1999
Skills
Mutual Funds, Wealth Management, Series 7, Alternative Investments, Investments, Series 63, Financial Services, Asset Management, Asset Allocation, Equities, Fixed Income, Financial Operations, Risk Management, Relationship Management, PWM Branch Operations, Investment Strategies
Education
The King's College
Bachelor's Degree, BS, Business Administration & Economics
ATI Physical Therapy September 2015 - Present
Anheuser-Busch InBev July 2014 - September 2015
Anheuser-Busch InBev July 2013 - June 2014
Anheuser-Busch InBev July 2012 - June 2013
Credit Suisse June 2011 - August 2011
PIMCO September 2005 - July 2010
ESPN/ABC SPORTS June 2004 - August 2004
Skills
Strategic Planning, Financial Analysis, New Business Development, Media & Entertainment, Financial Markets, Financial Modeling, Business Strategy, Business Modeling, Business Analysis, Leveraged Finance, Due Diligence, Fixed Income, Derivatives, Portfolio Management, Investments, Venture Financing, Structured Products, Asset Management, Valuation, Options, Compliance, Quantitative Analysis, Asset Allocation, Trading, Analysis, Economics, Finance, Corporate Finance, Credit, Private Equity
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master, M.B.A; Finance, Strategic Management, Entrepreneurship
Yale University 2001 — 2005
B.A., Political Science
PIMCO December 2014 - Present
MUFG Americas September 2014 - November 2014
Bank of America August 2010 - August 2014
UCLA September 2008 - August 2010
Lehman Brothers June 2008 - August 2008
UCLA October 2004 - June 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Credit Analysis, High Yield, Fixed Income, Capital Markets, Financial Statement..., Excel, SQL, Bloomberg, Spanish, Emerging Markets, Latin America, Equities, Stress Testing, Regulatory Reporting, Capital IQ, Essbase, Hyperion Planning, Thomson One, Mortgage, Industry Analysis, Budgeting, Financial Planning, Portfolio Management, Budgets, Strategic Financial..., Microsoft Excel, Competitive Analysis, Strategy, Analysis, Asset Management, Equity Research, Corporate Finance, Investments, Investment Banking, Private Equity, Derivatives, Mutual Funds, Hedge Funds, Due Diligence, Mortgage Lending, Management, Finance, Analytics, Leadership, Business Strategy, Project Management
Education
CFA Institute
CFA Charter, Finance
UCLA Anderson School of Management 2006 — 2009
MBA, Finance
University of California, Los Angeles 1998 — 2001
B.A., Political Science, Business Administration Minor
PIMCO January 2010 - Present
PIMCO May 2007 - January 2010
Bloomberg 2003 - 2007
Education
Thunderbird School of Global Management 2001 — 2003
Thunderbird School of Global Management 2001 — 2003
MBA, Finance
PIMCO August 2013 - Present
Michael Page November 2012 - August 2013
Skills
Microsoft Office
Education
SUNY Cortland 2007 — 2011
BS, Business Economics
Monticello High School 2003 — 2007
High School Diploma
PIMCO August 2015 - Present
PIMCO June 2014 - August 2014
Moneda Asset Management January 2010 - June 2013
Moneda Asset Management June 2008 - December 2010
Skills
Asset Management, Investments, Equity Valuation, Firm Valuation, Fundamental Research, Industry Analysis, Financial Modeling, Financial Analysis, Equity Research, Valuation, Analysis, Equities, Capital Markets, Banking, Investment Banking, Corporate Finance, Business Strategy, Spanish
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance
Universidad de los Andes (CL) 2003 — 2007
BSc & Industrial Engineer (6 years program)
Colegio Cordillera 1991 — 2002
PNC BANK – CAPITAL MARKETS January 2009 - Present
NATIONAL CITY May 2006 - December 2008
GENERAL ELECTRIC – CAPITAL MARKETS GROUP October 2004 - May 2006
FITCH RISK MANAGEMENT January 2004 - October 2004
FITCH RISK MANAGEMENT September 2002 - December 2003
PIMCO October 2001 - January 2002
REUTERS ANALYTICS March 1997 - October 2001
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2002
Master's in Financial Engineering, Finance and Financial Management Services
The University of New Mexico - Robert O. Anderson School of Management
Master of Business Administration
TBILISI STATE UNIVERSITY, REPUBLIC OF GEORGIA
Bachelor of Business Administration, Finance
PIMCO April 2012 - Present
J.P. Morgan Private Bank 2008 - May 2012
Kenan-Flagler Business School at UNC Chapel Hill August 2006 - May 2008
NATO - US Navy (Naples, Italy) May 2000 - June 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA
United States Naval Academy 1996 — 2000
BS, Economics
PIMCO 2011 - Present
Star Capital Management 2008 - 2010
Education
The University of Chicago Booth School of Business 2013 — 2015
MBA
UCLA Anderson School of Management
Financial Engineering
Wuhan University
Economics
PIMCO November 2010 - Present
Wealth Advisory Group February 2010 - November 2010
Obsidian Financial Group, LLC January 2009 - December 2009
C B Richard Ellis January 2006 - January 2007
Skills
Financial Modeling, Investments, Financial Analysis, Management
Education
Stony Brook University 2004 — 2008
BA, Finance, Economics
University of Stony Brook - School of Business & School of Economics 2004 — 2008
Bachelor of Science, Finance and Economics
Commack High School
Amgen August 2014 - Present
UCLA Anderson School of Management July 2012 - June 2014
Amgen June 2013 - August 2013
Fisher Investments June 2010 - June 2012
Fisher Investments August 2008 - June 2010
Fisher Investments August 2007 - August 2008
PIMCO June 2006 - August 2006
Blue Ocean Mortgage Corporation January 2006 - June 2006
Skills
Investment Management, Microsoft Excel, Financial Services, PowerPoint, Project Management, Microsoft Word, Team Building, Team Leadership, Coaching, Microsoft Office, Outlook, Analysis
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
UCLA 2003 — 2007
BA, Business Economics & Psychology
Metropolitan West Capital Management August 2013 - Present
Metropolitan West Capital Management June 2010 - August 2013
PIMCO December 2007 - June 2010
PIMCO March 2007 - December 2007
LPL Financial March 2006 - March 2007
Skyline Properties May 2004 - March 2006
Trash Kingz June 2000 - May 2004
Skills
Fixed Income Products, Equity Trading, Equity Capital Markets, Fixed Income Trading, Asset Management, Asset Allocation, Equity Valuation, Equity Derivatives, Credit Risk, Risk Analysis, Contract Review, Compliance, VBA, Bloomberg Terminal, Currency, Derivatives, Credit Derivatives, Futures, FX Options, Options, High Yield, Excel, Currency Hedging, International Equities, Fixed Income, Equities, Portfolio Management, Bonds, Hedging, Investment Strategies, FX, Bloomberg, Valuation, Financial Modeling, Trading, Capital IQ, Performance Attribution, DCF, Alternative Investments, Mutual Funds, Microsoft Excel, Investments, Hedge Funds, Financial Analysis, Finance, Capital Markets, Investment Management, Securities, Equity Research, Analysis
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, Accounting, Entrepreneurship, Strategy, B+ average (grade non-disclosure prevents disclosing actual GPA)
University of Washington 1998 — 2003
BA, Sociology
CFA Institute- CFA Level II Candidate
PIMCO August 2011 - Present
America Needs You 2013 - 2015
PIMCO June 2010 - August 2010
Credit Suisse July 2004 - May 2009
Credit Suisse First Boston July 2004 - July 2007
Credit Suisse First Boston June 2003 - August 2003
Skills
Fixed Income, Derivatives, Equities, Trading, Economics, Interest Rate..., Credit Derivatives, Volatility, Strategy, Asset Management, Investments, Financial Analysis, Hedge Funds, Alternative Investments, Valuation
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Entrepreneurship, Finance, Strategic Management
The University of Chicago 2000 — 2004
Bachelor of Arts (B.A.), Economics, Political Science
Janus Capital Group September 2010 - September 2014
PIMCO Advisory 2008 - September 2010
PIMCO 2005 - 2008
PIMCO 2003 - 2005
PIMCO 1998 - 2003
Skills
Structured Products, Project Management, Product Management, Trade Operations, Risk Management, Fixed Income, Mutual Funds, Asset Managment, Series 7, Equities, Bonds, Derivatives, Portfolio Management, Alternative Investments, Bloomberg, Investments, Asset Allocation, Bloomberg Terminal, Trading, Investment Management, Banking, Asset Management
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA, Investments & Financial Markets
The University of New Mexico - Robert O. Anderson School of Management 1996 — 1998
BBA, Business Administration
Hyundai Capital America June 2014 - Present
Hyundai Capital America June 2013 - May 2014
Billabong April 2013 - May 2013
PIMCO September 2011 - October 2012
Sunovion Pharmaceuticals Inc. April 2009 - December 2010
Goldman Sachs June 2007 - January 2009
Goldman Sachs August 2005 - June 2007
Skills
Applicant Tracking..., Employee Relations, Onboarding, Recruiting, Process Improvement, HRIS, Human Resources, Project Management, Change Management, Microsoft Excel, Team Building, PeopleSoft, Benefits Administration, Sourcing, Customer Service, Budgets, Deferred Compensation, Payroll, Employee Benefits, Leadership, New Hire Orientations, Employee Training, HR Policies, Talent Management, Program Management, Training, Interviews, Vendor Management, Talent Acquisition
Education
York College of Pennsylvania 1994 — 1996
BA, Communications
Union County College 1997 — 2001
Certificate, Interpreters for the Deaf
PIMCO January 2009 - January 2012
WaMu Investments, Inc. (Washington Mutual) September 2005 - January 2009
Transamerica Financial Advisors April 2001 - September 2005
Skills
Securities, Series 7, Mutual Funds, Series 63, Financial Services, Fixed Income, Equities, Alternative Investments, Investments
Education
Syracuse University 1992 — 1997
Bizzi & Partners Development LLC September 2014 - Present
Intern - Credit Suisse July 2013 - October 2013
PIMCO May 2012 - May 2012
London Stock Exchange Group May 2012 - May 2012
Skills
Financial Modeling, Business Valuation, Accounting, Market Analysis, Real Estate Development, Zoning, Real Estate Financing, Budget Forecasts, Budget Monitoring, Financial Statements, Financial Reporting, Cost Reporting, Risk Management, Corporate Finance, Corporate Structure, Report Writing, Formatting Documents, Presentation Skills, Marketing Strategy, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, VBA, FactSet, Factiva, ThomsonOne, Datastream
Education
Università Commerciale 'Luigi Bocconi' 2012 — 2015
MSc Finance, Finance, Banking, Accounting and Corporate valuation, 108/110
Università Commerciale 'Luigi Bocconi' 2009 — 2012
BSc Economics and Finance, Accounting, Corporate valuation and Finance, 110/110 cum laude
The Hong Kong University of Science and Technology 2011 — 2011
Finance, A
Istituto Commerciale P. Gobetti 2004 — 2009
Liceo Economico, Accounting, 100/100
Greenwich Study Centre
English Language
Horner School of English
English Language
Goldman Sachs July 2015 - Present
CRUCIAN LLC February 2006 - Present
J.P. Morgan Private Bank August 2012 - July 2015
PIMCO June 2011 - August 2011
USS GARY (FFG 51) May 2008 - May 2010
USS WHIDBEY ISLAND (LSD 41) September 2005 - March 2008
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance
United States Naval Academy 2001 — 2005
Bachelor of Science, Political Science
PIMCO January 2013 - Present
Harvey & Company LLC November 2011 - December 2012
Skills
Access, Customer Service, Private Equity, Research, Economics, Mergers, Due Diligence, Finance
Education
University of Redlands 2007 — 2011
B.S, Economics
The University of Western Australia 2009 — 2009
Economics, Accounting
Silvan Homes, Inc. November 2011 - Present
Invesco 2006 - November 2011
AIM Investments February 1999 - April 2006
Nicholas Applegate - Criterion February 1997 - February 1999
Strong Funds February 1994 - February 1997
PIMCO April 1991 - April 1993
The Vanguard Group May 1990 - February 1991
Skills
Investments, Portfolio Management, Real Estate, Real Estate Development, Strategic Planning, Construction Management, Construction, New Business Development, Project Management, Fixed Income, Trading, Management, Risk Management, Equities
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Finance, Statistics, Honors - top 10%
Villanova University 1986 — 1990
BSc, Computer Science, Cum Laude
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors March 2013 - January 2015
PIMCO January 2013 - February 2013
PIMCO January 2012 - December 2012
PIMCO January 2011 - December 2011
PIMCO January 2009 - December 2010
PIMCO April 2008 - December 2008
Bank of America August 2007 - April 2008
OneWest Bank June 2006 - August 2007
William O'Neil + Co. Inc. August 2005 - June 2006
Education
University of California, Los Angeles - The Anderson School of Management
MBA
University of California, Riverside 2001 — 2005
EIG Global Energy Partners July 2015 - Present
Providence Equity Partners February 2013 - July 2015
PIMCO August 2008 - February 2013
The Wharton School 2006 - 2008
US Navy August 2004 - August 2006
US Navy May 2001 - February 2003
Skills
Fixed Income, Portfolio Management, Strategy, Hedge Funds, Investments, Financial Modeling, Equities, Valuation, Navy, Management, Project Management, Mergers & Acquisitions, Military, DoD, Leadership, Business Development, Due Diligence, Jokes, Financial Risk, Nuclear, Asset Allocation
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
United States Naval Academy 1997 — 2001
BS, Systems Engineering
PIMCO January 2012 - Present
T Rowe Price October 1997 - December 2011
Skills
Economics, Bloomberg, Econometrics, Fixed Income, Emerging Markets, Alternative Investments, Business Strategy, Valuation, Investment Strategies, Macroeconomics, Portfolio Management, Capital Markets, Bonds, Derivatives, Hedge Funds, Investments
Education
The Johns Hopkins University
Masters, Applied Economics
Autobytel September 2013 - Present
Autobytel January 2013 - November 2013
Source Interlink Companies April 2010 - January 2013
ExpensAble May 2008 - May 2009
Financial Service Industry - Mortgages / Banking September 2001 - October 2008
PIMCO March 2000 - August 2001
Skills
Sales Management, New Business Development, Online Advertising, Digital Marketing, Salesforce.com, E-commerce, Email Marketing, Direct Sales, Social Media Marketing, Customer Satisfaction, Account Management, Selling, Customer Retention, Management, Lead Generation, Sales Process, Sales Operations, CRM, Sales Presentations, SEM, Analytics, Finance, SEO, Market Analysis, Social Networking, Automotive, Lead Management, Negotiation, B2B, Strategic Partnerships, Cold Calling, Sales, SaaS, Competitive Analysis
Education
Tufts University 1991 — 1995
Bachelors Degree, Economics
Bronx H.S. of Science 1987 — 1991
High School Diploma
PIMCO July 2014 - Present
Ivory Capital August 2009 - January 2013
Deloitte July 2007 - July 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Bloomberg, Equities, Value Investing, Fundamental Analysis, Investment Management, Risk Management, Financial Markets, Equity Research
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance - Investment Management
University of Maryland College Park 2003 — 2007
BS, Accounting
PIMCO July 2013 - Present
SunAmerica January 2007 - July 2013
Oppenheimer & Co. April 2005 - January 2007
Starcom MediaVest Group October 2004 - April 2005
Skills
Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Portfolio Management, Retirement Planning, Retirement, Financial Advisory, Securities, 401k, Project Management, Financial Risk, Risk Management, Portfolio Performance..., Fixed Income, Fixed Income Analysis, Fixed Income Strategies, ETFs, Closed-end Funds, Interest Rate...
Education
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance
PIMCO August 2001 - Present
Blue Capital Management LLC January 1998 - April 1999
Bain & Company August 1995 - September 1997
Skills
CFA, Fixed Income, Asset Management, Investments, Business Strategy, Strategic Planning, Series 7, Mutual Funds, Bonds, Investment Strategies, Derivatives, Financial Markets, Investment Advisory
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Economics
PIMCO November 2013 - Present
PIMCO September 2007 - October 2013
PwC January 2002 - September 2007
Skills
Financial Reporting, SEC reporting, Audit, Accounting, Asset Management, Derivatives, Mutual Funds, Equities, Fixed Income, Due Diligence, Investments, Swaps, FX, Internal Controls, Options, Securities
Education
Tulane University - A.B. Freeman School of Business 1997 — 2001
BS, Accounting, Finance
PIMCO February 2011 - Present
Citigroup October 2010 - February 2011
BlackRock October 2007 - October 2010
Merrill Lynch Investment Managers March 2007 - October 2007
Merrill Lynch October 2004 - March 2007
Skills
Mutual Funds, Equities, Alternative Investments, Fixed Income, ETFs, Separately Managed..., Asset Allocation, Investment Strategies, Derivatives, Bonds, Financial Modeling, Asset Management, Investments, Hedge Funds, Wealth Management, Financial Analysis, Bloomberg, FINRA, Series 7, Series 66, Sales Presentations, Financial Services, Relationship Management, Finance, Sales, Investment Advisory, Microsoft Office
Education
The Catholic University of America 1999 — 2003
Bachelor of Arts (B.A.), Business, Financial Management
JPMorgan Chase & Co. July 2015 - Present
Lifescript January 2015 - July 2015
DealerSocket November 2013 - January 2015
PIMCO June 2013 - November 2013
MIK Fund Solutions June 2011 - June 2013
KPMG LLP April 2006 - June 2011
eBay 2004 - 2005
EA 2001 - 2003
PMC-Sierra 2000 - 2000
Skills
Agile Methodologies, SQL, C#, WPF, .NET, XML, ASP.NET, Silverlight, SDLC, HTML, WCF, Architecture, Test Automation, C++, Testing, Web Services
Education
The University of British Columbia 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Computer Engineering
PIMCO May 2012 - Present
Income Research & Management September 2008 - May 2012
State Street Corporation March 2007 - September 2008
Investors Bank & Trust August 2006 - March 2007
Skills
Derivatives, Fixed Income, Financial Services, Management, Portfolio Management, Settlement, Trading, Marketing, Investments
Education
Trinity University 2002 — 2006
BA, Economics
PIMCO August 2010 - Present
PIMCO January 2013 - December 2014
PIMCO January 2012 - December 2012
PIMCO August 2010 - December 2011
Bank of America Merrill Lynch April 2008 - August 2010
Enterprise Investment Advisors December 2007 - April 2008
Enterprise Bank (Enterprise Bancorp) July 2006 - December 2007
Skills
Fixed Income, Fixed Income Strategies, Fixed Income Portfolio..., Equity Capital Markets, Consultant Relations, Relationship Management, Portfolio Management, Portfolio Performance..., Macroeconomics, Financial Analysis, Financial Modeling, Mutual Funds, Investments, Alternative Investments, Securities, Asset Management, Asset Allocation, New Business Development, Equities, Bloomberg, Hedge Funds, Finance, Capital Markets
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Williams College 2002 — 2006
Bachelor of Arts, Economics
SnapComms February 2015 - Present
A local financial services startup November 2014 - February 2015
PIMCO June 2010 - November 2014
UCLA Anderson School of Management June 2011 - June 2012
Universidad Adolfo Ibáñez October 2011 - December 2011
SnapComms June 2011 - December 2011
CKGSB: Cheung Kong Graduate School of Business February 2011 - May 2011
PIMCO June 2004 - June 2010
PIMCO February 2002 - June 2004
Arthur Andersen September 1999 - December 2001
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
M.B.A.
University of Southern California - Marshall School of Business 1996 — 2000
B.S., Business Administration
Harbor Day School
NOVA Academy - Tools For Tomorrow
Teaching financial literacy to high school students
Consumer Financial Protection Bureau October 2013 - Present
Liquidnet August 2012 - December 2012
PIMCO September 2011 - April 2012
BlackRock, Inc. June 2008 - September 2011
BISYS Fund Services December 2004 - June 2008
Huntington Bancshares, Inc. November 1999 - December 2004
Huntington Bancshares, Inc. June 1997 - November 1999
Skills
Securities, FINRA, Mutual Funds, Series 7, AML, Financial Services, ETFs, Series 24, Asset Management, Private Placements, Broker-Dealer, Series 63, Risk Management, Investments, Investment Advisory, Compliance, Securities Regulation, Equities, Banking, Financial Regulation, Investment Compliance, Continuing Education, Branch Operation, Series 51, Anti Money Laundering
Education
The Ohio State University
MPA, Public Policy and Management
University of Wisconsin-Madison
Bachelor of Arts (B.A.), International Relations and Affairs
PIMCO 2015 - Present
PIMCO 2014 - 2015
PIMCO 2012 - 2013
Harvey & Company LLC 2010 - 2012
Harvey & Company LLC 2010 - 2011
RuffaloCODY 2009 - 2010
Midway Automotive 2007 - 2008
Education
University of California, Irvine 2007 — 2010
B.A
Mt. San Jacinto College 2006 — 2007
A.A, A.A, A.A, A.S
Universidad Autónoma de Guadalajara 2005 — 2005
Certification
DiNapoli Capital Partners December 2014 - Present
PIMCO November 2010 - April 2014
Morgan Stanley Smith Barney July 2009 - June 2010
Convergent Wealth Advisors September 2008 - May 2009
Skills
Series 7, Mutual Funds, Chartered Financial..., Asset Management, Wealth Management, Investment Strategies, ETFs, Fixed Income, Asset Allocation, Alternative Investments, Equities, Investment Management, Portfolio Management, Securities, Investment Advisory, Investments, Financial Modeling, Hedge Funds
Education
SUNY Geneseo 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Franklin Templeton Investments April 2011 - June 2014
PIMCO April 2010 - March 2011
FTSE January 2009 - December 2009
Education
University of California, Berkeley
Bachelor's degree, Biological Engineering
University of California, Los Angeles - The Anderson School of Management
Master's degree, Financial Engineering
PIMCO January 2011 - Present
Bank of America Merrill Lynch January 2009 - October 2010
Merrill Lynch July 2007 - January 2009
Skills
Fixed Income, Portfolio Management, Structured Products, Structured Finance, Bloomberg, Valuation, Financial Modeling, Capital Markets, Series 7, Wealth Management, Investment Advisory, Securitization, Alternative Investments, Asset Management
Education
Tulane University 2003 — 2007
BS, Business, Psychology
PIMCO September 2015 - Present
Johns Hopkins University August 2015 - Present
PIMCO June 2015 - August 2015
Allergan May 2014 - August 2014
Med Health Direct May 2013 - January 2014
Skills
Financial Analysis, Microsoft Excel, Business Objects, Forecasting, Quantitative Research, Bloomberg, Client Relations, Business Development, Stata, R, ArcGIS, Data Analysis, PowerPoint, Final Cut Pro, Marketing Strategy, New Business Development, Fundraising, Teamwork, Time Management
Education
The Johns Hopkins University 2012 — 2016
Public Health, Senior
Laguna Beach High School 2008 — 2012
High School
PIMCO August 2014 - Present
PIMCO February 2011 - August 2014
Allianz Global Investors January 2008 - December 2010
Allianz Global Investors February 2007 - December 2010
Northwestern Mutual September 2005 - January 2007
Skills
Series 7, Mutual Funds, Investments, Finance, Financial Advisory, Retirement
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
Bachelor of Science, Finance
PIMCO September 2012 - Present
FinSys Consulting LLC 2010 - December 2012
Ares Management February 2010 - July 2011
Western Asset Management July 2004 - May 2009
Charles Schwab February 2002 - October 2002
Longview International LVI September 2000 - February 2002
Cambridge Technology Partners CTP August 1995 - August 2000
Skills
Fixed Income, Equities, Derivatives, Business Analysis, Software Development, Sybase, Trading Systems, IT Management, Oracle, UML, Portfolio Management
Education
University of California, Irvine - The Paul Merage School of Business 2002 — 2004
MBA, Business Administration
Trinity College Dublin 1991 — 1995
B.A. (Mod), Computer Science
Goldman Sachs Asset Management May 2008 - Present
Deutsche Bank December 2005 - April 2008
PIMCO July 2000 - December 2005
Skills
Investments, High Yield, Portfolio Management, Mutual Funds, Finance, Equity Research, Equities, Loans, CDS, Trading, High Yield Bonds, Financial Services, Leveraged Finance, Fixed Income
Education
The University of British Columbia 1996 — 2000
B.Com, Double Major (with Honors) - Finance & International Business
HKIS 1992 — 1996
PIMCO September 2014 - Present
Copal Partners/Credit Suisse January 2012 - Present
Joe Pankiewitz 2009 - 2011
Wyndham Worldwide/Group RCI March 2000 - November 2009
Cendant 2000 - 2007
Prudential Investments 1996 - 1999
JP Morgan 1995 - 1996
Skills
Corporate Branding, Creative Direction, Direct Mail, Graphic Design, Email Marketing, Art Direction, Advertising, Adobe Creative Suite, QuarkXPress, Illustrator, Social Media, Social Media Marketing
Education
ducret school of the arts 1992 — 1994
art
Cranford High school 1982 — 1985
Union County College
AA, LA and fine art
PIMCO September 2013 - Present
Reuters Breakingviews June 2009 - August 2013
Dow Jones Newswires October 2005 - June 2009
Dow Jones Newswires September 2002 - October 2005
Market News International September 2000 - September 2002
Freelance, Mexico City September 1997 - September 2000
The News, Mexico City September 1996 - September 1997
Education
Temple University 1989 — 1991
Bachelor of Arts (BA)
PIMCO April 2006 - Present
Barclays Global Investors 2004 - 2006
Thomson Financial January 1998 - June 2004
Skills
Asset Managment, Bloomberg, Derivatives, Equities, Financial Modeling, Fixed Income, Mutual Funds, Portfolio Management, Valuation
Education
University of Southern California - Marshall School of Business 2007 — 2010
MBA, Finance and Business Economics
Stony Brook University 1993 — 1997
PIMCO August 2014 - Present
Credit Suisse June 2009 - May 2012
Credit Suisse July 2007 - May 2009
Education
The Lauder Institute – University of Pennsylvania 2012 — 2014
Master's Degree, International Studies, East Asia
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), International Business Development
University of Pennsylvania 2003 — 2007
BA, Philosophy, Politics & Economics
UCL
Duquesne Family Office LLC August 2015 - Present
Jamestown Latin America April 2013 - August 2015
Standard Chartered Bank April 2010 - April 2013
Explorador Capital Management April 2008 - January 2010
PIMCO May 2006 - March 2008
Trust Company of the West September 2003 - May 2006
IFC - International Finance Corporation June 2002 - September 2002
Goldman Sachs November 1996 - July 2000
Skills
Alternative Investments, Investments, Portfolio Management, Financial Modeling, Valuation, Derivatives, Asset Allocation, Mutual Funds, Private Equity, Investment Banking, Mergers & Acquisitions, Structured Finance, Due Diligence, Fixed Income, Management, Structured Products, Latin America, Commodity, Hedge Funds, Corporate Finance, Bloomberg, Bonds, Financial Analysis, Asset Managment, Equities, Financial Markets, Trading, FX Options, Equity Research, Latin American markets, Strategy, Strategic Planning, Finance, Financial Structuring, Asset Management, Wealth Management, Emerging Markets, Venture Capital, Capital Markets, Equity Valuation
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA, International Business
The London School of Economics and Political Science (LSE) 1995 — 1996
Master of Science (MSc), International Political Economy
University of California, Berkeley 1991 — 1995
Bachelor's degree, Political Economy
harvard school
American Century Investments October 2013 - Present
PIMCO July 2011 - September 2013
PIMCO March 2010 - July 2011
Morris Associates LLC June 2008 - March 2010
Bear Stearns March 2008 - June 2008
Fimat June 2005 - September 2007
Skills
Fixed Income, Hedge Funds, Capital Markets, Portfolio Management, Investment Management, ETFs, Bonds, Asset Allocation, Equity Research, Investments, Derivatives, Wealth Management, Bloomberg, Securities, Investment Strategies, Series 7, Alternative Investments, Mutual Funds, Asset Management, Financial Modeling, Series 63, Equities, Private Equity, Valuation, Emerging Markets, Equity Derivatives, Financial Markets, Fund Of Funds, Investor Relations, Options
Education
Trinity College-Hartford 1998 — 2002
Bachelor of Arts (B.A.), History
Sourcing Solutions LLC January 2015 - Present
Sourcing Solutions LLC July 2014 - December 2014
Sourcing Solutions LLC 2010 - 2014
Capital Guardian Trust Company February 1998 - August 2008
PIMCO September 1994 - February 1998
PriceWaterhouse May 1990 - September 1994
Skills
Accounting, Asset Management, Investments, Budgeting, Process Improvement, Change Management, Securities, Customer Relations, Fixed Income, Internal Controls, Tax, Business Process..., Banking, Equities, Portfolio Management, Investment Strategies, Customer Service, GAAP, Strategic Planning, Due Diligence, Asset Allocation, Asset Managment, Auditing, Corporate Finance, Cash Management, Business Planning, Risk Management, Budgets, Executive Management, Investment Advisory, Financial Accounting, Forecasting, Finance, Hedge Funds, Strategy, Business Analysis, Investment Management, Management, Corporate Governance, Financial Statements, Financial Analysis, Wealth Management, Financial Modeling, Valuation, Strategic Financial..., Private Equity, Financial Reporting, Account Reconciliation, Start-ups, Financial Services
Education
University of Kansas 1986 — 1990
BS, Business Administration/Accounting with Economics concentration
Manning & Napier November 2014 - Present
PIMCO 2013 - 2013
PineBridge Investments June 2005 - July 2012
Sturza's Institutional Research 2003 - 2005
Skills
Financial Modeling, Private Equity, Equities, Hedge Funds
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Analytic Finance, Econometrics & Statistics, Economics
New York University - Leonard N. Stern School of Business 2001 — 2005
PIMCO January 2014 - Present
Skills
Fixed Income Settlement, FX, CLS settlement, Troubleshooting..., Business Startup..., Team building and..., Private client customer..., Retail Fund..., Investment operations..., Six Sigma Green Belt, Settlement, Financial Services, Six Sigma, Mutual Funds, Fixed Income
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS)
Master
The Chinese University of Hong Kong
Bachelor
Trust Company of the West 2013 - 2015
PIMCO 2012 - 2013
Wells Fargo Securities 2011 - 2012
Bridge Investors 2010 - 2011
Lehman Brothers May 2007 - September 2007
Education
The George Washington University 2004 — 2008
BBA, Business Economics
The George Washington University - School of Business 2004 — 2008
Solomon Schechter
Yahoo April 2014 - Present
PIMCO April 2013 - April 2014
Wells Fargo October 2010 - April 2013
Federal Reserve Bank July 2009 - October 2010
Solution Elegance - American Airlines February 2008 - July 2009
EMC Corporation February 2006 - February 2008
IBM Corporation January 2003 - February 2006
Skills
Java, JavaScript, Software Development, Enterprise Architecture, ReactJS, AngularJS, Java Enterprise Edition, HTML5, JSON, Software Project..., SQL, CSS, Strategy, Integration, Agile Methodologies, XML, WebSphere MQ, WebSphere Application..., Business Analysis, Project Management, Financial Modeling, Negotiation, Business Intelligence, C# 4.0, Spring, Spring DI, Hibernate 3.1, Cisco Technologies, VMware, WebSphere ESB, WebSphere Process Server, Newscale, Tidal Enterprise..., WCF Services, Microsoft SQL Server, SQL DB2, Spring Integration, Monte Carlo Simulation, Java Server Faces, Spring Framework
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Finance, 3.5
The University of Texas at Austin 1999 — 2002
Bachelor’s Degree, Computer Science, 3.5
SGP 1995 — 1999
High School, 3.9
PIMCO August 2003 - Present
Wells Fargo Bank 1999 - 2001
Skills
Equities, Fixed Income, Asset Management, Strategic Planning, Investments, Alternative Investments, Mutual Funds, Hedge Funds, Portfolio Management, Asset Managment, Bloomberg, Series 7, Asset Allocation, Investment Management, Bonds, Capital Markets, Financial Modeling, Securities, Valuation, Derivatives
Education
UCLA Anderson School of Management 2001 — 2003
Master’s Degree, Business Administration and Management, General
University of Southern California 1996 — 1998
Bachelor of Science, Business Administration
Achimota School 1988 — 1990
A-Levels, Economics, Geography and Religious Studies
PIMCO July 2012 - Present
BlackRock August 2009 - July 2012
Barclays Capital June 2007 - April 2009
PIMCO 2001 - 2006
Skills
Portfolio Management, Asset Allocation, Fixed Income Research, Relative Value, Structured Products, Interest Rate...
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Analytic Finance and Economics
University of Colorado Boulder 1996 — 2000
BA, Economics and History
PIMCO January 2014 - Present
PIMCO August 2012 - Present
PIMCO June 2011 - August 2011
Pacific Alternative Asset Management Company (PAAMCO) August 2006 - July 2010
The Pentagon, Office of The Secretary of Defense, Policy June 2005 - August 2005
The White House, Office of the Vice President June 2004 - September 2004
Skills
Asset Management, Hedge Funds, Economics, Fixed Income, Investments, Finance, Capital Markets, Financial Modeling, Alternative Investments, Derivatives, Analytics, Strategy, Equities, Valuation, Portfolio Management, Product Management, Private Equity, Bloomberg
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA
University of California, Los Angeles 2002 — 2006
B.S., Physics, Math (minor)
OptumRx May 2015 - Present
PIMCO September 2010 - April 2015
PIMCO September 2006 - September 2010
PhysiTech 2004 - 2006
Skills
Fixed Income, Analytics, Valuation, Financial Modeling, Portfolio Management, Bloomberg, Finance, Strategy, Asset Management, Equities, Financial Analysis, Hedge Funds, Alternative Investments, Derivatives, Investments, Capital Markets, Management, Investment Management, Leadership, Corporate Finance, Securities, Strategic Planning, Mutual Funds, Asset Allocation
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2011
Masters, MBA
University of Southern California - Marshall School of Business 1998 — 2002
Bachelor of Arts, Business Administration
The Hebrew University 1993 — 1995
Associate, Electrical Engineering
PIMCO May 2013 - Present
Credit Suisse March 2010 - May 2013
Credit Suisse December 2008 - May 2010
Societe Generale June 2006 - December 2008
BNP Paribas January 2005 - June 2006
Societe Generale October 2004 - December 2004
Skills
Visual Studio, .NET, C#, UML, Business Analysis, Web Services
Education
Université de Technologie de Belfort-Montbéliard 2001 — 2004
Master, Computer Science
PIMCO January 2014 - July 2014
PIMCO August 2011 - December 2013
Harvey & Company LLC November 2010 - August 2011
California Equity Research September 2009 - November 2010
Pathfinder Mortgage Corp. January 2009 - July 2009
Johnson Capital July 2008 - November 2008
Smith Barney December 2007 - May 2008
Skills
CFA Charterholder, Advanced Microsoft Excel
Education
The University of Chicago Booth School of Business 2014 — 2016
University of San Diego 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Northwestern Mutual Capital June 2014 - Present
PIMCO June 2013 - August 2013
Anchor Bolt Capital, LP February 2013 - June 2013
Robert W. Baird & Co. July 2011 - August 2012
Robert W. Baird & Co. June 2008 - July 2011
Robert W. Baird & Co. June 2007 - August 2007
RBC Capital Markets May 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Equities, Valuation, Equity Research, Equity Valuation, Bloomberg
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Wisconsin - Madison 2004 — 2008
Bachelor of Business Administration, Finance, Investments and Banking
PIMCO May 2009 - Present
CreditSights July 2003 - April 2009
Citigroup 2001 - 2003
Education
Chaparral High School
The Johns Hopkins University
PIMCO August 2010 - Present
PIMCO June 2009 - August 2009
Credit Suisse August 2006 - July 2008
Moody's Investors Service July 2004 - July 2006
Skills
Investments, Equity Research, Credit, Analysis, Asset Management, Alternative Investments, Bonds, Corporate Finance
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Economics
Yale University 2000 — 2004
BA, Economics
Ridgewood High School 1996 — 2000
Diploma
PIMCO May 2013 - Present
U.S. Department of the Treasury, Office of Financial Stability April 2011 - April 2013
Education
The University of Connecticut School of Law 2005 — 2008
J.D.
Bowdoin College 2001 — 2005
A.B., Government and Legal Studies
Fairfield College Preparatory School 1997 — 2001
Finance 500 January 2015 - Present
Allergan January 2014 - December 2014
PIMCO 2010 - 2013
Capital Group November 2000 - June 2009
Vicor Corporation January 1997 - November 2000
J.W.Hunt 1996 - 1997
Children’s Hospital, 1995 - 1997
VA Medical Center, Roswell Park Cancer Institute. Buffalo NY 1993 - 1995
Skills
Oracle, Sybase, SDLC, Microsoft SQL Server, Agile Methodologies, PL/SQL, Perl, Requirements Analysis, Integration, Databases, XML
Education
Beijing University of Aero. and Astro., QinHua University
BS, MS
State University of New York at Buffalo - School of Medicine & Biomedical Sciences
MS
PIMCO April 2012 - Present
Goldman Sachs October 2010 - January 2012
Nomura International Plc November 2008 - October 2010
Lehman Brothers International August 2008 - September 2008
Lehman Brothers International February 2006 - September 2008
Lehman Brothers International August 2000 - February 2006
Skills
Credit Derivatives, Emerging Markets, Fixed Income, Mathematical Modeling
Education
LSE
Rheinische Friedrich-Wilhelms-Universität Bonn
PIMCO January 2011 - Present
Allianz of America, Inc. September 1993 - December 2010
Education
The University of Connecticut School of Business 1981 — 1982
MBA, Finance
Knewton April 2014 - Present
PIMCO March 2013 - April 2014
Reddwerks March 2009 - March 2013
Powered June 2008 - January 2009
Skills
Software Solution..., Databases, SQL, Web Applications, Java, Hibernate, JMS, NIO, Spring, JSP, JavaScript, Web Services, Python, Machine Learning, Neural Networks, Programming, Integration, Software Development, C++
Education
The University of Texas at Austin 2003 — 2008
BS, Computer Science
PIMCO August 2011 - Present
Moody's KMV June 2004 - August 2011
China Development Bank 1996 - 1998
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2004
PhD, Finance
Tsinghua University 1986 — 1996
BE/ME/PhD, Computational Mechanics
Save Our Youth (SOY) September 2014 - Present
Genworth Financial 2006 - July 2011
PIMCO April 2006 - July 2006
Pacific Life Insurance Company 2004 - 2005
Pacific Life Insurance Company 2001 - 2004
Skills
Bonds, Portfolio Management, Asset Management, Investments, Investment Strategies, Insurance, Fixed Income, Derivatives, Capital Markets, Hedging, Bloomberg, Trading, Securities, Market Risk, Alternative Investments, ALM
Education
The Tuck School of Business at Dartmouth 1979 — 1981
MBA, Accounting & Finance
Princeton University 1972 — 1976
AB, Biology
PIMCO May 2012 - Present
Nomura January 2010 - April 2012
Morgan Stanley April 1981 - December 2009
Education
Swarthmore College 1976 — 1980
BA
Friends central
EY November 2013 - Present
Kinetic Partners January 2013 - October 2013
PIMCO October 2010 - January 2013
The GMS Group LLC May 2009 - October 2010
First Investors Corporation May 2008 - August 2008
Skills
Securities, Fixed Income, Equities, Investments, Portfolio Management, Due Diligence, Trading, AML, Derivatives, Analysis, Series 7, Equity Trading, Human Resources, Hedge Funds, Mutual Funds, Series 63, Asset Management, Bloomberg, Capital Markets, Alternative Investments, Investment Management, Finance
Education
Syracuse University 2005 — 2009
Bachelors of Science, Information Technology 2009
Syracuse University Center in Madrid 2008 — 2008
Bachelor of Applied Science (B.A.Sc.), Information Technology
Governor Livingston High School 2001 — 2005
PIMCO May 2012 - Present
Morgan Stanley March 2010 - June 2012
HedgeServ April 2007 - March 2010
InspireWorks Inc. April 2004 - April 2007
IBM April 2000 - April 2004
Accessible Software, Inc. June 1998 - April 2000
Skills
Software Development
Education
The Johns Hopkins University 1994 — 1998
BS, Computer Science
PIMCO June 2013 - Present
Citigroup September 2010 - June 2013
UBS Investment Bank September 2004 - September 2010
Skills
Deferred Compensation, Investment Banking, Talent Management, Global Compensation, Data Modeling, Analytics, Microsoft Excel, PeopleSoft, HRIS
Education
Stony Brook University 2003 — 2004
Masters, HR Management
Stony Brook University 1999 — 2003
Bachelors, Economics
PIMCO March 2011 - Present
Wells Fargo August 2010 - February 2011
Citi October 2006 - October 2009
Skills
Fixed Income, Bloomberg, Equities, Financial Modeling, Capital Markets, Derivatives, Valuation, Portfolio Management, Investment Banking, Investments, Financial Analysis, Asset Management, Trading, Risk Management, Options
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
State University of New York at Buffalo - School of Management 2002 — 2006
Bachelor of Science, Finance
PIMCO August 2014 - Present
University of Chicago Booth School of Business August 2012 - Present
PIMCO June 2013 - August 2013
Citadel Investment Group February 2010 - May 2012
Citadel Investment Group July 2008 - February 2010
Citadel Investment Group June 2007 - August 2007
Amazon.com May 2006 - August 2006
Skills
Python, C++, SQL, R, Software Engineering, Unix, Software Development, Algorithms, Linux, Data Mining, Databases, Financial Modeling, CFA Level 1
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, Computer Science
PIMCO July 2007 - Present
Commonfund July 2006 - July 2007
Wellington Management January 1999 - June 2006
Skills
Public Speaking, Investments, Strategic Planning, Asset Management, Portfolio Management, Equities, Fixed Income, Marketing, Alternative Investments, Hedge Funds, Risk Management, Mutual Funds, Bloomberg, Asset Allocation, Social Media, Management, Investment Management, Valuation, Leadership, Nonprofits
Education
University of Southern California - Marshall School of Business 1996 — 1998
Master of Business Administration (MBA), Investments and Securities
The University of Texas at Austin 1985 — 1990
Bachelor of Arts (BA), Economics
PIMCO August 2011 - Present
Deloitte Consulting June 2010 - August 2010
Barclays Capital June 2007 - October 2008
Bear Stearns July 2005 - June 2007
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Finance, Economics
Yale University 2001 — 2005
BA, Economics
Generation Investment Management March 2014 - Present
PIMCO August 1993 - January 2013
Skills
Fixed Income, Asset Management, Portfolio Management, Alternative Investments, Hedge Funds, Financial Modeling, Equities, Investment Management, Capital Markets, Investments
Education
Stanford University Graduate School of Business
Master of Business Administration
University of Southern California
Bachelor of Business Administration
Strategic Medical, LLC May 2015 - Present
Alliant Insurance Services January 2015 - May 2015
Auction.com April 2014 - October 2014
Auction.com February 2013 - March 2014
PIMCO May 2012 - January 2013
HireRight March 2010 - April 2012
HireRight October 2007 - March 2010
Skills
Drug Testing, Background Checks, Onboarding, Sourcing, Screening, Interviewing, Applicant Tracking..., Employee Referral..., Internal Communications, Full-cycle Recruiting, College Recruiting, Job Posting, E-Verify, New Hire Orientation, Adjudication, Documentation, Court Reporting, Criminal Law, Human Resources, Interviews, New Hire Orientations, Career Opportunities, Appointment Scheduling, Scheduling Management, Recruiting, Talent Acquisition, Agency Coordination, Employee Relations, HRIS, Workforce Planning, SDLC, Temporary Placement, Succession Planning, Personnel Management, Job Scanning, Management, Training, Hiring, Taleo, HR Policies
Education
UC Irvine, Extension 2008 — 2009
Certificate, Human Resources Management
University of California, Irvine 2002 — 2006
BA, Criminology, Law and Society
Moss Adams LLP February 2013 - Present
PIMCO March 2003 - December 2010
PIMCO January 2003 - January 2006
VIP Tone, Inc January 2000 - January 2003
Skills
Bloomberg, CRM, Spanish, Microsoft Office, Microsoft Excel, Microsoft Word, Concur, GERS, Morningstar Direct, Barclays Point, LANA, Business Objects, Adobe Acrobat, Brazilian Portuguese, Finra series 6, Finra Series 63, Capital IQ, Microsoft CRM
Education
Universidad Privada Boliviana 1995 — 2000
Bachelor of Science (B.S.), Industrial Engineering
PIMCO January 2015 - Present
PIMCO October 2012 - December 2014
TechnoServe August 2014 - October 2014
Merrill Lynch July 2011 - September 2011
SLAC National Accelerator Laboratory July 2010 - August 2010
University of California, Santa Barbara September 2009 - January 2010
Skills
Fixed Income
Education
University of California, Santa Barbara 2008 — 2012
BA, Economics and Minor in Spanish
Universidad Complutense de Madrid 2010 — 2011
Economics and Spanish
PIMCO February 2010 - Present
Nuveen Investments 2001 - 2010
Skills
Series 63, Portfolio Management, Alternative Investments, Mutual Funds, Asset Management, Asset Allocation, Investment Advisory, Hedge Funds, Series 7, Securities, Fixed Income, Investments, Separately Managed..., Equities
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
B.S. Science, Business
PIMCO November 2012 - Present
U.S. Cellular January 2012 - May 2012
Draftfcb May 2011 - August 2011
Toshiba America 2008 - 2009
Lending Tree Loans 2005 - 2007
Skills
Talent Acquisition, Organizational..., Job Analysis, Employee Engagement, Employee Relations, Talent Management, Performance Management, Onboarding, HRIS, Human Resources, Recruiting, Performance Appraisal, Benefits Administration, Organizational Behavior, Organizational..., Job Descriptions, Payroll, Interviews, Employer Branding
Education
The Chicago School of Professional Psychology 2010 — 2012
M.A, Industrial/Organizational Psychology
University of California, Irvine
B.A, Psychology & Social Behavior
PIMCO June 2006 - Present
Skills
Alternative Investments, Series 7, Sales, Wealth Management, Investments, ETFs, Portfolio Management, Strategic Financial..., Separately Managed..., Equities, Asset Allocation, Mutual Funds, Series 63, Retirement, Asset Managment, Financial Analysis, Retirement Planning, Hedge Funds, Risk Management, Securities, Asset Management, Fixed Income
Education
Texas A&M University
BS, Industrial Distribution
PIMCO June 2014 - Present
BlackRock August 2008 - June 2014
Wells Fargo Bank, N.A. April 2003 - August 2008
Skills
Auditing, Financial Services, AML, Economic Sanctions, Fraud, Bribery and Corruption, Finance, Management, Compliance, Anti Money Laundering, Capital Markets
Education
Trinity College-Hartford
University of California Regents, Office of the Chief Investment Officer October 2014 - Present
Penn Mutual May 2008 - June 2014
Deutsche Bank 2006 - 2008
PIMCO 1998 - 2004
Skills
Fixed Income, Portfolio Management, Financial Modeling, Investments, Trading, Securities, Asset Allocation, Investment Strategies, Investment Management
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Analytic Finance & Economics
University of California, Irvine 1993 — 1998
B.S., Economics
PIMCO August 2013 - Present
Education
UCLA Anderson School of Management 2011 — 2013
MBA
Wharton School, University of Pennsylvania 1999 — 2003
BSE/BA (Dual-degree)
- May 2013 - Present
PIMCO 2008 - 2013
Superintendencia Financiera de Colombia 2006 - 2008
Skills
Investment Management, Emerging Markets, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Negotiation, Editing
Education
London School of Economics and Political Science 1999 — 2000
Master of Science (MS), Development Studies
Universidad de Los Andes 1990 — 1995
Bachelor of Business Administration (BBA), Business Administration and Management, General