Post Advisory Group
Industry: Company
DescriptionHeadquarters: Los Angeles, CA Founded: 1992 Parent organizations: Principal, Principal Global Investors LLC
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Post Advisory Group Employees
Employee
Years
Job
Industry
Linda Lu Linda Lu's Post Advisory Group Experience 2002 - 2003
Job ecommerce, tech marketing & operations
Industry Internet
Experience
Jonajo Consulting & Jonajo Holdings 2015 - Present
LinkedIn March 2015 - July 2015
Strategy & Marketing Consulting April 2014 - March 2015
eBay July 2011 - September 2013
PayPal August 2010 - July 2011
PayPal June 2009 - August 2010
Yahoo! November 2006 - February 2009
DMX MUSIC May 2004 - August 2006
Post Advisory Group 2002 - 2003
Salomon Brothers, Inc. (Citigroup) 1996 - 2000
Skills
Business Development, Strategy, Strategic Planning, Program Management, Affiliate Marketing, Strategic Partnerships, Online Advertising, Mobile Devices, Go-to-market Strategy, Finance, Start-ups, Product Development, Mergers & Acquisitions, Analytics, E-commerce, Product Marketing
Education
University of California, Los Angeles 2000 — 2002
MBA
University of California, Berkeley
BA
Jonajo Consulting & Jonajo Holdings 2015 - Present
LinkedIn March 2015 - July 2015
Strategy & Marketing Consulting April 2014 - March 2015
eBay July 2011 - September 2013
PayPal August 2010 - July 2011
PayPal June 2009 - August 2010
Yahoo! November 2006 - February 2009
DMX MUSIC May 2004 - August 2006
Post Advisory Group 2002 - 2003
Salomon Brothers, Inc. (Citigroup) 1996 - 2000
Skills
Business Development, Strategy, Strategic Planning, Program Management, Affiliate Marketing, Strategic Partnerships, Online Advertising, Mobile Devices, Go-to-market Strategy, Finance, Start-ups, Product Development, Mergers & Acquisitions, Analytics, E-commerce, Product Marketing
Education
University of California, Los Angeles 2000 — 2002
MBA
University of California, Berkeley
BA
Lawrence Post Lawrence Post's Post Advisory Group Experience August 1991 - December 2013
Job Investments
Industry Investment Management
Experience
Arena Capital Advisors January 2014 - Present
Post Advisory Group August 1991 - December 2013
Skills
Alternative Investments, Investment Management, Fixed Income, Asset Management, Investments, Asset Allocation, Portfolio Management, Investment Advisory, Securities, Valuation, Capital Markets, Investment Banking, Financial Analysis, Venture Capital, High Yield
Education
University of Pennsylvania - The Wharton School 1966 — 1968
Master of Business Administration (MBA), Finance, General
Lehigh University - College of Business and Economics 1962 — 1966
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Arena Capital Advisors January 2014 - Present
Post Advisory Group August 1991 - December 2013
Skills
Alternative Investments, Investment Management, Fixed Income, Asset Management, Investments, Asset Allocation, Portfolio Management, Investment Advisory, Securities, Valuation, Capital Markets, Investment Banking, Financial Analysis, Venture Capital, High Yield
Education
University of Pennsylvania - The Wharton School 1966 — 1968
Master of Business Administration (MBA), Finance, General
Lehigh University - College of Business and Economics 1962 — 1966
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Tanya Mashian Tanya Mashian's Post Advisory Group Experience February 2012 - August 2013
Job Audit Associate at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
Post Advisory Group February 2012 - August 2013
Principato-Young Entertainment May 2011 - August 2011
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Higher Education, Salesforce.com, State Street, Data Analysis, Social Networking, Facebook, Outlook
Education
University of Southern California 2010 — 2014
Bachelor's Degree, Accounting and Business
The Buckley School 2006 — 2010
Deloitte September 2014 - Present
Post Advisory Group February 2012 - August 2013
Principato-Young Entertainment May 2011 - August 2011
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Higher Education, Salesforce.com, State Street, Data Analysis, Social Networking, Facebook, Outlook
Education
University of Southern California 2010 — 2014
Bachelor's Degree, Accounting and Business
The Buckley School 2006 — 2010
Kathleen Hendriks Kathleen Hendriks's Post Advisory Group Experience September 2015 - Present
Job Senior Compliance Officer at Post Advisory Group
Industry Investment Management
Experience
Post Advisory Group September 2015 - Present
Ares Management November 2014 - May 2015
Alaric Compliance Services, LLC July 2011 - November 2014
Transamerica Investment Management LLC May 2008 - July 2011
Nuveen Investments 2005 - May 2008
NWQ Investment Management, LLC July 1998 - 2005
NWQ Investment Management, LLC 1991 - May 1998
Skills
Securities, Investment Management, Mutual Funds, Hedge Funds, Investments, Fixed Income, Equities, Alternative Investments, Financial Services, Capital Markets, SEC, Policy, Derivatives, FINRA, ERISA, GIPS Compliance, Investment Guideline..., Series 7, Fund Of Funds, Investment Advisory, Compliance, Private Equity, EDGAR filings, ETFs, Securities Regulation, Asset Management, Asset Allocation, Portfolio Management, Trading, Series 63, Policy & Procedures..., Regulatory Requirements, Investment Advisor..., Investment Companies, Closed-end Funds, Program Development, Charles River IMS, Research Commissions..., Political Contributions..., Form PF Reporting, Due Diligence, AML, Bloomberg, Management, Risk Management, Anti Money Laundering
Education
California State University-Fullerton - College of Business and Economics 1986 — 1988
MBA, Finance
California State University-Fullerton
B.A., Finance emphasis
Post Advisory Group September 2015 - Present
Ares Management November 2014 - May 2015
Alaric Compliance Services, LLC July 2011 - November 2014
Transamerica Investment Management LLC May 2008 - July 2011
Nuveen Investments 2005 - May 2008
NWQ Investment Management, LLC July 1998 - 2005
NWQ Investment Management, LLC 1991 - May 1998
Skills
Securities, Investment Management, Mutual Funds, Hedge Funds, Investments, Fixed Income, Equities, Alternative Investments, Financial Services, Capital Markets, SEC, Policy, Derivatives, FINRA, ERISA, GIPS Compliance, Investment Guideline..., Series 7, Fund Of Funds, Investment Advisory, Compliance, Private Equity, EDGAR filings, ETFs, Securities Regulation, Asset Management, Asset Allocation, Portfolio Management, Trading, Series 63, Policy & Procedures..., Regulatory Requirements, Investment Advisor..., Investment Companies, Closed-end Funds, Program Development, Charles River IMS, Research Commissions..., Political Contributions..., Form PF Reporting, Due Diligence, AML, Bloomberg, Management, Risk Management, Anti Money Laundering
Education
California State University-Fullerton - College of Business and Economics 1986 — 1988
MBA, Finance
California State University-Fullerton
B.A., Finance emphasis
Matt Kappadakunnel, CFA Matt Kappadakunnel, CFA's Post Advisory Group Experience August 2003 - October 2005
Job
Industry Investment Management
Experience
Western Alliance Bancorporation - Corporate Finance August 2013 - Present
Fordham University August 2011 - September 2013
Silicon Valley Bank November 2012 - August 2013
Wells Fargo Securities June 2008 - August 2011
McGladrey Capital Markets October 2005 - June 2008
Post Advisory Group August 2003 - October 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Bloomberg, Equities, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, Alternative Investments, Bloomberg Terminal, Business Valuation, Economics, Finance, Fixed Income, Mergers & Acquisitions, Portfolio Management
Education
Fordham University 2011 — 2013
MA
Creighton University 1999 — 2003
Bachelor of Science in Business Administration, Finance and Philosophy
St. Pius X
Western Alliance Bancorporation - Corporate Finance August 2013 - Present
Fordham University August 2011 - September 2013
Silicon Valley Bank November 2012 - August 2013
Wells Fargo Securities June 2008 - August 2011
McGladrey Capital Markets October 2005 - June 2008
Post Advisory Group August 2003 - October 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Bloomberg, Equities, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, Alternative Investments, Bloomberg Terminal, Business Valuation, Economics, Finance, Fixed Income, Mergers & Acquisitions, Portfolio Management
Education
Fordham University 2011 — 2013
MA
Creighton University 1999 — 2003
Bachelor of Science in Business Administration, Finance and Philosophy
St. Pius X
Karen I. Morgan Karen I. Morgan's Post Advisory Group Experience June 2012 - Present
Job Director of Operations at Post Advisory Group LLC
Industry Investment Management
Experience
Post Advisory Group June 2012 - Present
Ares Management May 2009 - June 2012
Levine Leichtman Capital Partners 2007 - 2009
RiverSource Investments, LLC 2005 - 2007
ING Capital 1998 - 2005
Skills
Credit, Portfolio Management, Loans, Banking, Valuation, Structured Finance, Account Reconciliation, Equities, Microsoft Excel, Accounting, Auditing, Cash Management, Capital Markets, Investments, Management, CLO, Onboarding, Back Office, Corporate Actions, Public Speaking, Asset Management, Hedge Funds
Education
UCLA Extensions Program 1999 — 2001
Accounting
Marymount College 1986 — 1988
Business Administration, Management and Operations
Post Advisory Group June 2012 - Present
Ares Management May 2009 - June 2012
Levine Leichtman Capital Partners 2007 - 2009
RiverSource Investments, LLC 2005 - 2007
ING Capital 1998 - 2005
Skills
Credit, Portfolio Management, Loans, Banking, Valuation, Structured Finance, Account Reconciliation, Equities, Microsoft Excel, Accounting, Auditing, Cash Management, Capital Markets, Investments, Management, CLO, Onboarding, Back Office, Corporate Actions, Public Speaking, Asset Management, Hedge Funds
Education
UCLA Extensions Program 1999 — 2001
Accounting
Marymount College 1986 — 1988
Business Administration, Management and Operations
Viraj Vora, CFA Viraj Vora, CFA's Post Advisory Group Experience June 2014 - Present
Job Senior Associate at Post Advisory Group
Industry Financial Services
Experience
Post Advisory Group June 2014 - Present
Putnam Investments July 2011 - April 2014
The Blackstone Group June 2010 - August 2010
Wellington Management June 2009 - August 2009
Ivy Insiders April 2008 - August 2008
Skills
Financial Modeling, Fundamental Research, Investments, Hedge Funds, Bloomberg, Asset Management, Portfolio Management, Capital Markets, Excel models, Python, Matlab, VBA, SQL, Fixed Income, High Yield Bonds, Leveraged Loans, Equities, Relative Value, Trading, Valuation, Research, Financial Analysis
Education
University of Pennsylvania 2007 — 2011
BA, International Studies
Wharton School, University of Pennsylvania 2007 — 2011
BS, Finance, Operations & Information Management
Indian School of Business 2009 — 2009
International Finance
Wayland High School 2004 — 2007
Post Advisory Group June 2014 - Present
Putnam Investments July 2011 - April 2014
The Blackstone Group June 2010 - August 2010
Wellington Management June 2009 - August 2009
Ivy Insiders April 2008 - August 2008
Skills
Financial Modeling, Fundamental Research, Investments, Hedge Funds, Bloomberg, Asset Management, Portfolio Management, Capital Markets, Excel models, Python, Matlab, VBA, SQL, Fixed Income, High Yield Bonds, Leveraged Loans, Equities, Relative Value, Trading, Valuation, Research, Financial Analysis
Education
University of Pennsylvania 2007 — 2011
BA, International Studies
Wharton School, University of Pennsylvania 2007 — 2011
BS, Finance, Operations & Information Management
Indian School of Business 2009 — 2009
International Finance
Wayland High School 2004 — 2007
Kelsey (Quane) Tucker Kelsey (Quane) Tucker's Post Advisory Group Experience April 2011 - July 2012
Job Associate Director at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management July 2014 - Present
Post Advisory Group April 2011 - July 2012
Dorchester Capital Advisors, LLC August 2006 - April 2011
Skills
Investor Relations, Hedge Funds, High Yield Bonds, Alternative Investments, Equities, Mutual Funds, Investments, Investment Management, Fixed Income, Financial Analysis, Bloomberg, Securities, Equity Research, Corporate Finance
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Copenhagen Business School 2013 — 2013
Pepperdine University 2002 — 2006
B.S., Business Administration
Babson Capital Management July 2014 - Present
Post Advisory Group April 2011 - July 2012
Dorchester Capital Advisors, LLC August 2006 - April 2011
Skills
Investor Relations, Hedge Funds, High Yield Bonds, Alternative Investments, Equities, Mutual Funds, Investments, Investment Management, Fixed Income, Financial Analysis, Bloomberg, Securities, Equity Research, Corporate Finance
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Copenhagen Business School 2013 — 2013
Pepperdine University 2002 — 2006
B.S., Business Administration
Aoife McGloin Aoife McGloin's Post Advisory Group Experience November 2012 - September 2014
Job Executive Assistant at Post Advisory Group
Industry Financial Services
Experience
Post Advisory Group November 2012 - September 2014
M&G July 2011 - July 2012
Fortune Street July 2008 - May 2011
Bear Stearns December 2006 - July 2008
Skills
Marketing Communications, Event Management, Customer Service, Internal Communications, Management, Microsoft Office, Corporate Communications
Education
London College of Fashion 2002 — 2004
Fashion & Editorial Make Up, Hair and Make Up
Post Advisory Group November 2012 - September 2014
M&G July 2011 - July 2012
Fortune Street July 2008 - May 2011
Bear Stearns December 2006 - July 2008
Skills
Marketing Communications, Event Management, Customer Service, Internal Communications, Management, Microsoft Office, Corporate Communications
Education
London College of Fashion 2002 — 2004
Fashion & Editorial Make Up, Hair and Make Up
Ann Marie Swanson Ann Marie Swanson's Post Advisory Group Experience 2004 - 2008
Job Senior Legal and Compliance Professional
Industry Investment Management
Experience
ThomasPartners 2013 - 2015
West coast investment adviser 2010 - 2013
Transamerica Investment Management, LLC 2008 - 2010
Post Advisory Group 2004 - 2008
Transamerica Investment Management, LLC 2001 - 2004
Baring Asset Management, Inc. 2000 - April 2001
The Boston Company Asset Management, Inc. January 1996 - 2000
Fleet Investment Services 1993 - 1996
US Department of Labor EBSA 1990 - 1993
Skills
Hedge Funds, FINRA, Investment Advisory, Asset Management, Financial Services, Investment Advisers Act, Asset Allocation, Compliance, ERISA, Investment Advisor..., Charles River IMS, Investment Company Act, Mutual funds, Institutional..., retail investments
Education
Hofstra University School of Law
Suffolk University Law School
Juris Doctor (J.D.)
University of Massachusetts, Amherst
Bachelor's Degree
ThomasPartners 2013 - 2015
West coast investment adviser 2010 - 2013
Transamerica Investment Management, LLC 2008 - 2010
Post Advisory Group 2004 - 2008
Transamerica Investment Management, LLC 2001 - 2004
Baring Asset Management, Inc. 2000 - April 2001
The Boston Company Asset Management, Inc. January 1996 - 2000
Fleet Investment Services 1993 - 1996
US Department of Labor EBSA 1990 - 1993
Skills
Hedge Funds, FINRA, Investment Advisory, Asset Management, Financial Services, Investment Advisers Act, Asset Allocation, Compliance, ERISA, Investment Advisor..., Charles River IMS, Investment Company Act, Mutual funds, Institutional..., retail investments
Education
Hofstra University School of Law
Suffolk University Law School
Juris Doctor (J.D.)
University of Massachusetts, Amherst
Bachelor's Degree
Dan Picmann's Post Advisory Group Experience August 2014 - Present
Job Senior Associate at Post Advisory Group
Industry Investment Management
Experience
Post Advisory Group August 2014 - Present
J.P. Morgan July 2013 - July 2014
Alvarez & Marsal March 2013 - June 2013
University of Michigan Ross School of Business September 2011 - February 2013
UBS Investment Bank June 2012 - August 2012
Bank of America Merrill Lynch January 2009 - June 2011
Bank of America September 2008 - January 2009
Bank of America June 2007 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Banking, Private Equity, Due Diligence, Risk Management, Credit Analysis, Commercial Banking, Credit Risk
Education
University of Michigan Business School 2011 — 2013
MBA
Western Michigan University - Haworth College of Business 2002 — 2006
Undergraduate, Finance, Accountancy
Post Advisory Group August 2014 - Present
J.P. Morgan July 2013 - July 2014
Alvarez & Marsal March 2013 - June 2013
University of Michigan Ross School of Business September 2011 - February 2013
UBS Investment Bank June 2012 - August 2012
Bank of America Merrill Lynch January 2009 - June 2011
Bank of America September 2008 - January 2009
Bank of America June 2007 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Banking, Private Equity, Due Diligence, Risk Management, Credit Analysis, Commercial Banking, Credit Risk
Education
University of Michigan Business School 2011 — 2013
MBA
Western Michigan University - Haworth College of Business 2002 — 2006
Undergraduate, Finance, Accountancy
Jack Lozano Jack Lozano's Post Advisory Group Experience August 2010 - Present
Job Technology Manager at Post Advisory Group
Industry Information Technology and Services
Experience
Post Advisory Group August 2010 - Present
Disney ABC Television Group October 2009 - January 2010
Home Improvement King December 2005 - January 2009
Skills
Troubleshooting, Mac OS X, XP, MS Office Suite, A+ Certified, Blackberry, Windows, Computer Hardware, Windows Server 2008, Active Directory, Operating Systems, OS X, Windows Server, Microsoft Office, Hardware, Servers, Microsoft Exchange, Bloomberg Technical..., CompTIA Network+..., Windows 7, Disaster Recovery, Technical Support, System Deployment, Blackberry Enterprise..., Software Installation, Laptops, Printers
Education
Portland State University 2001 — 2004
BS, Computer and Electrical Engineering
Post Advisory Group August 2010 - Present
Disney ABC Television Group October 2009 - January 2010
Home Improvement King December 2005 - January 2009
Skills
Troubleshooting, Mac OS X, XP, MS Office Suite, A+ Certified, Blackberry, Windows, Computer Hardware, Windows Server 2008, Active Directory, Operating Systems, OS X, Windows Server, Microsoft Office, Hardware, Servers, Microsoft Exchange, Bloomberg Technical..., CompTIA Network+..., Windows 7, Disaster Recovery, Technical Support, System Deployment, Blackberry Enterprise..., Software Installation, Laptops, Printers
Education
Portland State University 2001 — 2004
BS, Computer and Electrical Engineering
Jennifer Leavitt's Post Advisory Group Experience August 2011 - July 2013
Job Corporate Counsel & Compliance Officer at Arena Capital Advisors, LLC
Industry Investment Management
Experience
Arena Capital Advisors December 2014 - Present
champagne&backpacks August 2013 - November 2014
Post Advisory Group August 2011 - July 2013
Post Advisory Group May 2010 - August 2011
Skills
Alternative Investments, Hedge Funds, Securities, Corporate Law, Investments, Capital Markets, Due Diligence, Investment Management, Legal Writing, Private Equity, Mutual Funds, Fixed Income, Asset Management, Securities Regulation
Education
University of California, Los Angeles - School of Law 2008 — 2011
J.D.
Cornell University 2004 — 2008
BA, Psychology, Law & Society
University of Melbourne 2007 — 2007
Study Abroad
Arena Capital Advisors December 2014 - Present
champagne&backpacks August 2013 - November 2014
Post Advisory Group August 2011 - July 2013
Post Advisory Group May 2010 - August 2011
Skills
Alternative Investments, Hedge Funds, Securities, Corporate Law, Investments, Capital Markets, Due Diligence, Investment Management, Legal Writing, Private Equity, Mutual Funds, Fixed Income, Asset Management, Securities Regulation
Education
University of California, Los Angeles - School of Law 2008 — 2011
J.D.
Cornell University 2004 — 2008
BA, Psychology, Law & Society
University of Melbourne 2007 — 2007
Study Abroad
Jamie Kirk Jamie Kirk's Post Advisory Group Experience September 2006 - January 2011
Job Senior Associate at MicroVentures
Industry Financial Services
Experience
MicroVentures October 2013 - Present
Lotta Catering Company June 2012 - Present
Kirk Estates January 2011 - Present
Post Advisory Group September 2006 - January 2011
Coast Asset Management September 2002 - September 2006
UBS June 2001 - August 2001
Education
Loyola Marymount University, College of Business Administration 1998 — 2002
BA, Finance & Management
Saint Francis High School 1994 — 1998
MicroVentures October 2013 - Present
Lotta Catering Company June 2012 - Present
Kirk Estates January 2011 - Present
Post Advisory Group September 2006 - January 2011
Coast Asset Management September 2002 - September 2006
UBS June 2001 - August 2001
Education
Loyola Marymount University, College of Business Administration 1998 — 2002
BA, Finance & Management
Saint Francis High School 1994 — 1998
Kapil Singh, CFA's Post Advisory Group Experience January 2012 - April 2013
Job
Industry Investment Management
Experience
DoubleLine Group LP May 2014 - Present
DoubleLine Group LP April 2013 - Present
Post Advisory Group January 2012 - April 2013
Macquarie Funds Group / Four Corners Capital Mgmt July 2006 - June 2011
Bradford & Marzec April 2005 - July 2006
PPM America August 2001 - January 2004
Heller Financial 1993 - 2001
Skills
High Yield, Leveraged Finance, Syndications, Alternative Investments, Capital Markets, Fixed Income, Loans, Investments, Restructuring, Equities, Hedge Funds, Valuation, Private Equity, Portfolio Management, Credit
Education
Northwestern University - Kellogg School of Management
MBA
University of Illinois at Urbana-Champaign - College of Business
BS
DoubleLine Group LP May 2014 - Present
DoubleLine Group LP April 2013 - Present
Post Advisory Group January 2012 - April 2013
Macquarie Funds Group / Four Corners Capital Mgmt July 2006 - June 2011
Bradford & Marzec April 2005 - July 2006
PPM America August 2001 - January 2004
Heller Financial 1993 - 2001
Skills
High Yield, Leveraged Finance, Syndications, Alternative Investments, Capital Markets, Fixed Income, Loans, Investments, Restructuring, Equities, Hedge Funds, Valuation, Private Equity, Portfolio Management, Credit
Education
Northwestern University - Kellogg School of Management
MBA
University of Illinois at Urbana-Champaign - College of Business
BS
Linda Ba's Post Advisory Group Experience December 2012 - Present
Job Post Advisory Group
Industry Financial Services
Experience
Post Advisory Group December 2012 - Present
UCLA Investment Company 2010 - November 2012
Giovine Investment Partners 2007 - 2009
Nicholas Applegate March 2003 - December 2006
Artisan Partners 2001 - 2003
Putnam Investments June 1997 - December 2000
Credit Suisse June 1994 - July 1995
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Portfolio Management, Asset Managment, Valuation, Investments, Financial Modeling, Due Diligence, Asset Allocation, Bloomberg, Equity Research, Investment Strategies, Private Equity, Investment Management, Financial Analysis, Mutual Funds, Emerging Markets, Investment Banking
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
University of Pennsylvania 1988 — 1992
BA / BS, History / Economics
University of Pennsylvania - The Wharton School 1988 — 1992
BS/BA, Economics/History
Post Advisory Group December 2012 - Present
UCLA Investment Company 2010 - November 2012
Giovine Investment Partners 2007 - 2009
Nicholas Applegate March 2003 - December 2006
Artisan Partners 2001 - 2003
Putnam Investments June 1997 - December 2000
Credit Suisse June 1994 - July 1995
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Portfolio Management, Asset Managment, Valuation, Investments, Financial Modeling, Due Diligence, Asset Allocation, Bloomberg, Equity Research, Investment Strategies, Private Equity, Investment Management, Financial Analysis, Mutual Funds, Emerging Markets, Investment Banking
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
University of Pennsylvania 1988 — 1992
BA / BS, History / Economics
University of Pennsylvania - The Wharton School 1988 — 1992
BS/BA, Economics/History
Robert Shustak's Post Advisory Group Experience 2002 - 2004
Job President of The North Castle Group, LLC
Industry Investment Management
Experience
QFS Asset Management, LP 2007 - 2012
Strategic Value Partners 2005 - 2006
Post Advisory Group 2002 - 2004
Quantitative Financial Strategies 1999 - 2002
Long-Term Capital Management 1993 - 1999
Salomon Brothers Inc. 1983 - 1993
Skills
Alternative Investments, Private Equity, Venture Capital, Hedge Funds, Asset Managment, Equities, Due Diligence, Valuation, Investments, Fixed Income, Mergers & Acquisitions, Bloomberg, Investment Management, Asset Management, Financial Analysis, Risk Management, Hedging, Investment Banking, Securities, Trading, Portfolio Management, Trading Systems, Asset Allocation, Electronic Trading, Capital Markets, Mutual Funds, Financial Markets, Derivatives, FX Options
Education
Queens College
Bachelor of Arts (B.A.), Accounting
QFS Asset Management, LP 2007 - 2012
Strategic Value Partners 2005 - 2006
Post Advisory Group 2002 - 2004
Quantitative Financial Strategies 1999 - 2002
Long-Term Capital Management 1993 - 1999
Salomon Brothers Inc. 1983 - 1993
Skills
Alternative Investments, Private Equity, Venture Capital, Hedge Funds, Asset Managment, Equities, Due Diligence, Valuation, Investments, Fixed Income, Mergers & Acquisitions, Bloomberg, Investment Management, Asset Management, Financial Analysis, Risk Management, Hedging, Investment Banking, Securities, Trading, Portfolio Management, Trading Systems, Asset Allocation, Electronic Trading, Capital Markets, Mutual Funds, Financial Markets, Derivatives, FX Options
Education
Queens College
Bachelor of Arts (B.A.), Accounting
Ronald Falls, Jr.'s Post Advisory Group Experience July 2015 - Present
Job at
Industry Financial Services
Experience
Post Advisory Group July 2015 - Present
Post Advisory Group January 2014 - July 2015
Journeyful Pte Ltd January 2010 - April 2013
3 Degrees Asset Management Pte Ltd May 2009 - April 2013
Latham & Watkins LLP November 2006 - March 2009
Skadden, Arps, Slate, Meagher & Flom LLP September 2005 - October 2006
Goldman Sachs July 2000 - August 2002
Skills
Private Equity, Hedge Funds, Capital Markets, Mergers, Acquisitions, Operations Management, Hospitality, Technology, Distressed Debt, Corporate Governance, Securities
Education
University of Michigan Law School 2002 — 2005
Juris Doctor, Law
Morehouse College 1996 — 2000
B.S., Mathematics and Physics
Post Advisory Group July 2015 - Present
Post Advisory Group January 2014 - July 2015
Journeyful Pte Ltd January 2010 - April 2013
3 Degrees Asset Management Pte Ltd May 2009 - April 2013
Latham & Watkins LLP November 2006 - March 2009
Skadden, Arps, Slate, Meagher & Flom LLP September 2005 - October 2006
Goldman Sachs July 2000 - August 2002
Skills
Private Equity, Hedge Funds, Capital Markets, Mergers, Acquisitions, Operations Management, Hospitality, Technology, Distressed Debt, Corporate Governance, Securities
Education
University of Michigan Law School 2002 — 2005
Juris Doctor, Law
Morehouse College 1996 — 2000
B.S., Mathematics and Physics
Andrew Berg's Post Advisory Group Experience September 2005 - Present
Job Managing Director at Post Advisory Group
Industry Investment Management
Experience
Post Advisory Group September 2005 - Present
Skills
Casino, Retail, Lodging, Apparel, Bloomberg, Investments, Aerospace/Defense, Alternative Investments, Gambling, Hedge Funds, High Yield, Leveraged Finance, Mutual Funds, Private Equity, Special Situations
Education
Columbia University - Columbia Business School 1990 — 1992
MBA
Arizona State University 1983 — 1986
BS, Finance, Accounting
Post Advisory Group September 2005 - Present
Skills
Casino, Retail, Lodging, Apparel, Bloomberg, Investments, Aerospace/Defense, Alternative Investments, Gambling, Hedge Funds, High Yield, Leveraged Finance, Mutual Funds, Private Equity, Special Situations
Education
Columbia University - Columbia Business School 1990 — 1992
MBA
Arizona State University 1983 — 1986
BS, Finance, Accounting
Larry Goldman's Post Advisory Group Experience March 2003 - December 2008
Job Chief Administrative Officer and General Counsel at Beach Point Capital Management LP
Industry Investment Management
Experience
Beach Point Capital Management LP January 2009 - Present
Post Advisory Group March 2003 - December 2008
AIG SunAmerica 1999 - 2003
O'Melveny and Myers September 1986 - January 1995
Skills
Compliance, Hedge Funds, Securities, Private Equity, Negotiation, Contract Negotiation, Corporate Law, Risk Management, Corporate Governance, Asset Management, Investments, Alternative Investments, Mergers & Acquisitions, Corporate Finance, Due Diligence, Capital Markets
Education
University of California, Berkeley - School of Law 1983 — 1986
Doctor of Law (JD)
University of California, San Diego 1979 — 1983
B.A., Economics, Psychology, Writing
Beach Point Capital Management LP January 2009 - Present
Post Advisory Group March 2003 - December 2008
AIG SunAmerica 1999 - 2003
O'Melveny and Myers September 1986 - January 1995
Skills
Compliance, Hedge Funds, Securities, Private Equity, Negotiation, Contract Negotiation, Corporate Law, Risk Management, Corporate Governance, Asset Management, Investments, Alternative Investments, Mergers & Acquisitions, Corporate Finance, Due Diligence, Capital Markets
Education
University of California, Berkeley - School of Law 1983 — 1986
Doctor of Law (JD)
University of California, San Diego 1979 — 1983
B.A., Economics, Psychology, Writing
Jeffrey Yamada's Post Advisory Group Experience 2003 - 2004
Job Wealth Counselor at MCS Family Wealth Advisors
Industry Financial Services
Experience
MCS Family Wealth Advisors September 2004 - Present
Rotary Club 2014 - 2015
Lutheran Volunteer Corps August 2013 - 2015
FPA of Central Oklahoma 2013 - 2015
Oklahoma City Estate Planning Council December 2012 - 2015
Post Advisory Group 2003 - 2004
Bradford & Marzec, Inc October 1998 - March 2003
Peace Corps September 1995 - September 1998
Bradford & Marzec, Inc. September 1994 - September 1995
Union Bank of Switzerland September 1989 - September 1994
Skills
Wealth Management, High Net Worth..., Retirement Planning, Financial Planning, Wealth Management..., Intergenerational..., Investment Management, Strategic Financial..., Asset Management, Estate Planning, Investment Advisory, Financial Advisory, Investments, Retirement, Wealth, Securities, Retirement Income..., Pensions, IRA's, Personal Finance, Risk Management, Operations Management, Compliance, Rural Community...
Education
Saint John's University - Peter J. Tobin College of Business 1992 — 1994
Master of Business Administration (MBA), International Finance
California State University-Fullerton 1982 — 1987
B.A., International Business / German
Villa Park High School 1979 — 1982
Family School
MCS Family Wealth Advisors September 2004 - Present
Rotary Club 2014 - 2015
Lutheran Volunteer Corps August 2013 - 2015
FPA of Central Oklahoma 2013 - 2015
Oklahoma City Estate Planning Council December 2012 - 2015
Post Advisory Group 2003 - 2004
Bradford & Marzec, Inc October 1998 - March 2003
Peace Corps September 1995 - September 1998
Bradford & Marzec, Inc. September 1994 - September 1995
Union Bank of Switzerland September 1989 - September 1994
Skills
Wealth Management, High Net Worth..., Retirement Planning, Financial Planning, Wealth Management..., Intergenerational..., Investment Management, Strategic Financial..., Asset Management, Estate Planning, Investment Advisory, Financial Advisory, Investments, Retirement, Wealth, Securities, Retirement Income..., Pensions, IRA's, Personal Finance, Risk Management, Operations Management, Compliance, Rural Community...
Education
Saint John's University - Peter J. Tobin College of Business 1992 — 1994
Master of Business Administration (MBA), International Finance
California State University-Fullerton 1982 — 1987
B.A., International Business / German
Villa Park High School 1979 — 1982
Family School
Frank Choi's Post Advisory Group Experience July 2015 - Present
Job Sr. Operations Analayst at Post Advisory Group
Industry Banking
Experience
Post Advisory Group July 2015 - Present
Union Bank of California June 2007 - June 2015
Western Asset Management 2003 - 2007
State Street IMS West 2001 - 2003
Skills
Derivatives
Education
Pepperdine University 2003 — 2005
MBA, Finance
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
Post Advisory Group July 2015 - Present
Union Bank of California June 2007 - June 2015
Western Asset Management 2003 - 2007
State Street IMS West 2001 - 2003
Skills
Derivatives
Education
Pepperdine University 2003 — 2005
MBA, Finance
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
Stephen Cook, CFA's Post Advisory Group Experience April 2009 - July 2013
Job Investment Analyst at Payden & Rygel
Industry Investment Management
Experience
Payden & Rygel August 2013 - Present
Post Advisory Group April 2009 - July 2013
Western Asset Management July 2005 - April 2009
Skills
Fixed Income, Bloomberg, Portfolio Management, Financial Modeling, Excel, Financial Analysis, High Yield
Education
University of California, Santa Barbara 2001 — 2005
BA, Economics, English
St. Francis High School 1997 — 2001
Payden & Rygel August 2013 - Present
Post Advisory Group April 2009 - July 2013
Western Asset Management July 2005 - April 2009
Skills
Fixed Income, Bloomberg, Portfolio Management, Financial Modeling, Excel, Financial Analysis, High Yield
Education
University of California, Santa Barbara 2001 — 2005
BA, Economics, English
St. Francis High School 1997 — 2001
Will Kozicki's Post Advisory Group Experience September 2006 - December 2008
Job Portfolio Manager Beach Point Capital Management
Industry Investment Management
Experience
Beach Point Capital Management January 2009 - Present
Post Advisory Group September 2006 - December 2008
AIG Global Investment Group May 2001 - August 2006
Merrill Lynch 1996 - 1998
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BS Economics, Finance
Beach Point Capital Management January 2009 - Present
Post Advisory Group September 2006 - December 2008
AIG Global Investment Group May 2001 - August 2006
Merrill Lynch 1996 - 1998
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BS Economics, Finance
Craig Foster, CFA's Post Advisory Group Experience November 2008 - Present
Job Investment Management Professional
Industry Investment Management
Experience
Post Advisory Group November 2008 - Present
Bear Stearns July 2006 - June 2008
Prudential Financial June 2003 - July 2006
Education
Rutgers University-New Brunswick 1996 — 2000
BS, Finance
Post Advisory Group November 2008 - Present
Bear Stearns July 2006 - June 2008
Prudential Financial June 2003 - July 2006
Education
Rutgers University-New Brunswick 1996 — 2000
BS, Finance
LaNease Adams's Post Advisory Group Experience February 2010 - March 2013
Job Executive Assistant to CMDO at Girl Scouts of Greater Los Angeles
Industry Entertainment
Experience
Girl Scouts of Greater Los Angeles January 2015 - Present
State of California May 2013 - Present
Post Advisory Group February 2010 - March 2013
William Morris Endeavor - Music Dept. May 2008 - February 2010
William Morris Agency 2008 - 2010
Skills
Entertainment, Social Networking, Social Media, Television, Event Management, Outlook, Creative Writing, Screenwriting, Commercials, Public Relations, Video, Directing, Facebook, Video Production, Publicity, Feature Films, Music, New Media, Music Industry, Mac, Advertising
Education
Sonoma State University 1996 — 1999
Computer Science, Theatre
Girl Scouts of Greater Los Angeles January 2015 - Present
State of California May 2013 - Present
Post Advisory Group February 2010 - March 2013
William Morris Endeavor - Music Dept. May 2008 - February 2010
William Morris Agency 2008 - 2010
Skills
Entertainment, Social Networking, Social Media, Television, Event Management, Outlook, Creative Writing, Screenwriting, Commercials, Public Relations, Video, Directing, Facebook, Video Production, Publicity, Feature Films, Music, New Media, Music Industry, Mac, Advertising
Education
Sonoma State University 1996 — 1999
Computer Science, Theatre
Alex Y. Tang, CPA, CFA's Post Advisory Group Experience 2005 - 2009
Job AVP, Senior Credit Analyst at Bessemer Trust
Industry Financial Services
Experience
Bessemer Investment Management March 2013 - Present
Genworth Financial 2010 - 2012
Post Advisory Group 2005 - 2009
Post Advisory Group 2003 - 2005
Investors Management Trust Real Estate Group January 2003 - September 2003
Houlihan Lokey July 2000 - July 2002
Skills
Fixed Income, High Yield, High Grade, Natural Gas, Power Utilities, Oil & Gas Industry, Regional Banks, Financials, Hedge Funds, Leveraged Finance, Financial Analysis, Credit Analysis, Asset Management, Investments, Valuation, Equities, Portfolio Management, Investment Banking, Finance, Corporate Finance, Financial Modeling, Capital Markets, High Yield Bonds
Education
University of California, Los Angeles 1997 — 2001
BA/BS, Economics, Applied Mathematics
Bessemer Investment Management March 2013 - Present
Genworth Financial 2010 - 2012
Post Advisory Group 2005 - 2009
Post Advisory Group 2003 - 2005
Investors Management Trust Real Estate Group January 2003 - September 2003
Houlihan Lokey July 2000 - July 2002
Skills
Fixed Income, High Yield, High Grade, Natural Gas, Power Utilities, Oil & Gas Industry, Regional Banks, Financials, Hedge Funds, Leveraged Finance, Financial Analysis, Credit Analysis, Asset Management, Investments, Valuation, Equities, Portfolio Management, Investment Banking, Finance, Corporate Finance, Financial Modeling, Capital Markets, High Yield Bonds
Education
University of California, Los Angeles 1997 — 2001
BA/BS, Economics, Applied Mathematics
Rachel Webster's Post Advisory Group Experience June 2012 - Present
Job Sr. Manager of Client Services at Post Advisory Group
Industry Investment Management
Experience
Post Advisory Group June 2012 - Present
Kayne Anderson Capital Advisors January 2010 - June 2012
Capital Group June 2001 - March 2009
Capital Group October 2008 - January 2009
Donahoe, Purohit & Miller May 2000 - August 2000
Skills
Data Analysis, Mutual Funds, Fixed Income, Hedge Funds, Analysis, CRM, Microsoft Excel, Financial Services
Education
Ball State University 1997 — 2001
BA, Telecommunications - Sales & Management; Business Information Technology; Computer Science
Post Advisory Group June 2012 - Present
Kayne Anderson Capital Advisors January 2010 - June 2012
Capital Group June 2001 - March 2009
Capital Group October 2008 - January 2009
Donahoe, Purohit & Miller May 2000 - August 2000
Skills
Data Analysis, Mutual Funds, Fixed Income, Hedge Funds, Analysis, CRM, Microsoft Excel, Financial Services
Education
Ball State University 1997 — 2001
BA, Telecommunications - Sales & Management; Business Information Technology; Computer Science
Darrin Cozzolino's Post Advisory Group Experience July 2002 - July 2005
Job Senior Credit Analyst
Industry Investment Management
Experience
Satellite Asset Management July 2005 - July 2009
Post Advisory Group July 2002 - July 2005
Apollo Management July 1997 - August 2000
Bear Stearns July 1995 - July 1997
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA
Georgetown University 1991 — 1995
BS, Business Administration
Satellite Asset Management July 2005 - July 2009
Post Advisory Group July 2002 - July 2005
Apollo Management July 1997 - August 2000
Bear Stearns July 1995 - July 1997
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA
Georgetown University 1991 — 1995
BS, Business Administration
Larry Griffin's Post Advisory Group Experience 1992 - 1993
Job Private Equity and Finance Professional
Industry Financial Services
Experience
Hunter Capital Group, LLC February 1996 - Present
QYOUTV, Inc. April 2013 - September 2014
Prospector Equity Capital, L.P. November 2002 - November 2013
Heatwurx, Inc. April 2011 - December 2011
CheckPoint Pumps & Systems January 2010 - June 2011
Dabney/Resnick, Inc. 1993 - 1995
Post Advisory Group 1992 - 1993
Skills
Venture Capital, Private Equity, Mergers, Start-ups, Due Diligence, Corporate Finance, Financial Analysis, Financial Modeling, Financial Management, Corporate Governance, Financial Markets, Financial Advisory, Leveraged Finance, Quantitative Finance, Personal Finance, Enterprise Risk..., Risk Analysis, Operational Risk, Risk Assessment, Managerial Finance
Education
UCLA 1987 — 1992
BA, Mix of Math/Science and Humanities
Calabasas High School
Hunter Capital Group, LLC February 1996 - Present
QYOUTV, Inc. April 2013 - September 2014
Prospector Equity Capital, L.P. November 2002 - November 2013
Heatwurx, Inc. April 2011 - December 2011
CheckPoint Pumps & Systems January 2010 - June 2011
Dabney/Resnick, Inc. 1993 - 1995
Post Advisory Group 1992 - 1993
Skills
Venture Capital, Private Equity, Mergers, Start-ups, Due Diligence, Corporate Finance, Financial Analysis, Financial Modeling, Financial Management, Corporate Governance, Financial Markets, Financial Advisory, Leveraged Finance, Quantitative Finance, Personal Finance, Enterprise Risk..., Risk Analysis, Operational Risk, Risk Assessment, Managerial Finance
Education
UCLA 1987 — 1992
BA, Mix of Math/Science and Humanities
Calabasas High School
Julius Charoensook's Post Advisory Group Experience July 2013 - April 2014
Job Founder & Managing Director at Eat Happy Co. Ltd.
Industry Investment Management
Experience
Eat Happy Co. Ltd. November 2014 - Present
Post Advisory Group July 2013 - April 2014
Western Asset Management September 2007 - May 2013
Western Asset Management January 2006 - August 2007
Bank of New York Mellon June 2004 - December 2005
Bangkok Bank PCL June 2003 - September 2003
Skills
Fixed Income, Investments, Equities, Hedge Funds, Bloomberg, Investment Management, Alternative Investments, Portfolio Management, ETFs, Fund Of Funds, Asset Managment, Derivatives, Asset Allocation, Fixed Income Strategies, Fixed Income Analysis, Quantitative Analytics, Financial Modeling, Mutual Funds, Investment Strategies, Bonds, Securities, Valuation, Options, Investment Banking, Financial Analysis, Capital Markets, Finance, Trading, Financial Markets, Emerging Markets
Education
University of California, Riverside 2002 — 2004
B.S., Business Administration, Empahsis in Finance
Eat Happy Co. Ltd. November 2014 - Present
Post Advisory Group July 2013 - April 2014
Western Asset Management September 2007 - May 2013
Western Asset Management January 2006 - August 2007
Bank of New York Mellon June 2004 - December 2005
Bangkok Bank PCL June 2003 - September 2003
Skills
Fixed Income, Investments, Equities, Hedge Funds, Bloomberg, Investment Management, Alternative Investments, Portfolio Management, ETFs, Fund Of Funds, Asset Managment, Derivatives, Asset Allocation, Fixed Income Strategies, Fixed Income Analysis, Quantitative Analytics, Financial Modeling, Mutual Funds, Investment Strategies, Bonds, Securities, Valuation, Options, Investment Banking, Financial Analysis, Capital Markets, Finance, Trading, Financial Markets, Emerging Markets
Education
University of California, Riverside 2002 — 2004
B.S., Business Administration, Empahsis in Finance
Jeffrey Lapin's Post Advisory Group Experience September 2005 - March 2012
Job Portfolio Manager at Lord Abbett
Industry Investment Management
Experience
Lord Abbett & Co. LLC 2012 - Present
Post Advisory Group September 2005 - March 2012
Tablerock Fund Management, LLC March 2002 - January 2005
Avenue Capital Management, LLC January 2000 - January 2002
M.J. Whitman September 1997 - December 1999
Dewey Ballantine February 1996 - August 1997
White & Case September 1992 - January 1996
Skills
High Yield, Fixed Income, Credit, Hedge Funds, Investments, Leveraged Finance, Leveraged Lending, Loans
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance, Accounting
Northwestern University School of Law 1989 — 1992
J.D., Law
Georgetown University 1985 — 1989
B.A., Government (Honors)
Lord Abbett & Co. LLC 2012 - Present
Post Advisory Group September 2005 - March 2012
Tablerock Fund Management, LLC March 2002 - January 2005
Avenue Capital Management, LLC January 2000 - January 2002
M.J. Whitman September 1997 - December 1999
Dewey Ballantine February 1996 - August 1997
White & Case September 1992 - January 1996
Skills
High Yield, Fixed Income, Credit, Hedge Funds, Investments, Leveraged Finance, Leveraged Lending, Loans
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance, Accounting
Northwestern University School of Law 1989 — 1992
J.D., Law
Georgetown University 1985 — 1989
B.A., Government (Honors)
Kris Farm's Post Advisory Group Experience March 2005 - Present
Job Director of Technology at Post Advisory Group
Industry Investment Management
Experience
Post Advisory Group March 2005 - Present
Education
Oregon State University
Post Advisory Group March 2005 - Present
Education
Oregon State University
Megan Schoeffel's Post Advisory Group Experience July 2014 - Present
Job Client Service Associate at Post Advisory Group
Industry Investment Management
Experience
Post Advisory Group July 2014 - Present
Patterson Capital Corporation October 2009 - July 2014
Initiative May 2008 - August 2009
Fisher Investments July 2007 - April 2008
Skills
Investments, Financial Analysis, Microsoft Excel, Fixed Income, PowerPoint, Marketing Communications, Graphs, Close Attention to..., High Level Of Accuracy, Online Research, Marketing, Research, Financial Modeling, Leadership, Microsoft Office
Education
University of Southern California 2003 — 2007
Bachelor of Science (BS), International Finance
Post Advisory Group July 2014 - Present
Patterson Capital Corporation October 2009 - July 2014
Initiative May 2008 - August 2009
Fisher Investments July 2007 - April 2008
Skills
Investments, Financial Analysis, Microsoft Excel, Fixed Income, PowerPoint, Marketing Communications, Graphs, Close Attention to..., High Level Of Accuracy, Online Research, Marketing, Research, Financial Modeling, Leadership, Microsoft Office
Education
University of Southern California 2003 — 2007
Bachelor of Science (BS), International Finance
Iris Shin's Post Advisory Group Experience 2013 - Present
Job Investment Management Professional
Industry Investment Management
Experience
Post Advisory Group 2013 - Present
Glenview Capital 2008 - 2012
Leonard Green & Partners 2006 - 2008
Credit Suisse 2004 - 2006
Skills
Hedge Funds, Valuation, Private Equity, Financial Modeling, Equities, Bloomberg, Investment Banking, Capital Markets, Fixed Income, Investments, Due Diligence, Asset Management, Corporate Finance, Equity Research
Education
Haas School of Business, UC Berkeley 2002 — 2003
UC Berkeley 2000 — 2001
Post Advisory Group 2013 - Present
Glenview Capital 2008 - 2012
Leonard Green & Partners 2006 - 2008
Credit Suisse 2004 - 2006
Skills
Hedge Funds, Valuation, Private Equity, Financial Modeling, Equities, Bloomberg, Investment Banking, Capital Markets, Fixed Income, Investments, Due Diligence, Asset Management, Corporate Finance, Equity Research
Education
Haas School of Business, UC Berkeley 2002 — 2003
UC Berkeley 2000 — 2001
Evan Casio's Post Advisory Group Experience June 2008 - July 2012
Job Trader at Silver Rock Financial
Industry Investment Management
Experience
Silver Rock Financial June 2014 - Present
Ares Management August 2012 - June 2014
Post Advisory Group June 2008 - July 2012
Avenue Capital Group January 2004 - June 2008
Education
Providence College 1999 — 2003
Silver Rock Financial June 2014 - Present
Ares Management August 2012 - June 2014
Post Advisory Group June 2008 - July 2012
Avenue Capital Group January 2004 - June 2008
Education
Providence College 1999 — 2003
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY