PIMCO Advisors
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PIMCO Advisors Employees
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
Seeking an encore career. January 2008 - Present
UBS Global Asset Management 1999 - 2001
PIMCO Advisors January 1996 - January 2000
Key Corp January 1994 - December 1995
Pilgrim January 1994 - December 1995
Skills
Strategic Planning, Public Speaking, Organizational..., Business Strategy, Change Management, Management Consulting, Writing, Mergers, Problem Solving, Research, Social Media, Sales Management, Executive Coaching, Market Research, Sales Process, Market Analysis, Strategic Thinking, Solution Selling, Leadership, Proposal Writing, Change Leadership, Strategic Partnerships, Organizational..., Marketing Strategy, Business Management, Entrepreneurship, Management, Sales Operations, Mergers & Acquisitions, Competitive Analysis, Marketing, Business Development, Team Building, Cross-functional Team..., Executive Management, Team Leadership, Start-ups, Program Management, Leadership Development, Sales, Strategy, Coaching, Project Management
Education
Georgia State University - J. Mack Robinson College of Business 2014 — 2016
Taking MBA classes, Business Administration and Management, General, 3.13
Saint Cloud State University
University of Wisconsin
Masters of Science, Educational /Counseling, 3.6
PIMCO April 1998 - Present
Allianz Global Investors March 1998 - December 2010
PIMCO Advisors 1998 - 2000
Skills
Asset Allocation, Alternative Investments, Separately Managed..., Series 7, Mutual Funds, Series 63, Fixed Income, Asset Management, Hedge Funds, Wealth Management, ETFs, Investment Strategies, Equities, Investments, Series 24, Securities, Investment Management, Portfolio Management, Series 65, Investment Advisory
Education
Saint Anselm College 1991 — 1995
Holy Cross High School 1987 — 1991
Skedulo September 2014 - Present
Loqate Inc. April 2012 - September 2014
Freelance Technologies Incorporated February 2005 - April 2012
Neopost November 2001 - February 2003
Arthritis Foundation 2003 - 2003
Interplay Entertainment June 2000 - July 2001
PIMCO Advisors March 1998 - June 2000
Skills
SaaS, Enterprise Software, Leadership, Account Management, Management, Marketing Strategy, Sales, Email Marketing, Social Media Marketing, Online Advertising, Lead Generation, Customer Service, B2B, Data Quality, Social Media, CRM, Marketing, Strategic Partnerships, Product Marketing, Sales Operations, Online Marketing, Team Leadership, Training, Salesforce.com, Go-to-market Strategy, Channel Partners, Business Strategy, Team Management, Project Management, Sales Management, Solution Selling, Direct Sales, Cloud Computing, Entrepreneurship, Sales Process, Product Management, Business Development, Start-ups, Analytics, Selling, Professional Services, Software Industry, Location Intelligence, GIS, Geospatial Intelligence, Business Intelligence, Business Intelligence..., Location Analytics, Analytics Solutions, Strategy
Education
California State University-Fullerton 1995 — 1997
Bachelor of Communications - BA, Public Relations and Even Planning
Capistrano Valley High School 1989 — 1992
IEA - Investors Economic Assurance LLC June 2015 - Present
Conifer Financial Services January 2014 - October 2014
International Fund Services (Ireland) Ltd, A State Street Company December 2012 - January 2014
J.P. Morgan Asset Management January 2007 - November 2012
GlobeOp Financial Services 2003 - 2006
Pimco Advisors June 1998 - October 2003
SBSF June 1993 - April 1999
Skills
Fund Accounting, Hedge Funds, Fixed Income, Derivatives, Fund Of Funds, Alternative Investments, Bloomberg, Middle Office, Auditing, Accounting, Asset Management, Financial Reporting, Prime Brokerage, Equities, Mutual Funds, Portfolio Management, Operations Management, Document Management, Project Management, Regulatory Requirements, Business Analysis, Onboarding, Budgets, Board Relations, Board Governance, New Hire Training, Compliance, Budget, Dodd-Frank, Regulatory Reporting, Investor Relations, KYC, Anti Money Laundering, OFAC
Education
SUNY Canton 2015 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Iona College 2001 — 2005
Allianz Global Investors June 2014 - Present
Allianz Global Investors May 2000 - June 2014
PIMCO Advisors February 1998 - May 2000
Skills
Investments, Financial Services, Asset Management, Series 7, Risk Management, Retirement Planning, Finance, Business Development, Business Strategy, FINRA, Mutual Funds, Alternative Investments, Hedge Funds, Equities, Fixed Income, Portfolio Management, Asset Allocation, Series 63, Wealth Management, Investment Strategies
Education
University College Dublin 1987 — 1989
Bank of America Merrill Lynch April 2009 - Present
Allianz Global Investors January 2000 - August 2008
Pimco Advisors 2001 - 2008
pimco allianz 2000 - 2008
Victory SBSF 1998 - 2001
Skills
Microsoft Excel
Education
State University of New York College at Oswego 1994 — 1998
Sleepy Hollow High School 1990 — 1994
PIMCO January 2013 - Present
PIMCO February 2010 - Present
Claymore Securities January 2007 - May 2010
Allianz Global Investors January 2005 - January 2007
PIMCO Advisors February 2001 - January 2005
Education
Hamilton College 1996 — 2000
The Hill School 1993 — 1996
Virtus Investment Partners April 2007 - Present
Allianz Global Investors August 1997 - April 2007
PIMCO Advisors 1997 - 2007
Skills
Asset Allocation, Alternative Investments, Asset Management
Education
Southern Connecticut State University 1991 — 1995
BS, Journalism/Communications