Smith Breeden Associates
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Smith Breeden Associates Employees
Convey Health Solutions July 2013 - Present
Sheridan Healthcorp October 2012 - June 2013
Sunpass June 2011 - September 2012
Campus Management Corp December 2010 - May 2011
Smith Breeden Associates February 2008 - December 2010
UBS Investment Bank November 2006 - February 2008
Skills
Visio, Business Analysis, Use Case Analysis, Requirements Gathering, Agile Methodologies, SSRS, Requirements Analysis, SQL, Microsoft SQL Server, Systems Analysis, Software Project..., XML, Analysis, Project Management, Scrum, Project Planning, SDLC, Vendor Management, Process Improvement
Education
Stevens Institute of Technology 2004 — 2006
Master of Science (MS), Management Information Systems, General
Visvesvaraya Technological University, Bangalore 1999 — 2003
Bachelor of Science (BS), Computer and Information Sciences, General
Northwestern Mutual March 2009 - Present
Merrill Lynch January 2008 - February 2009
Northwestern Mutual April 2006 - January 2008
Smith Breeden Associates May 2007 - August 2007
Skills
Retirement Planning, Strategic Financial..., Investments, Leadership, Financial Analysis, Financial Modeling, Risk Management, Finance, Financial Services, Securities, Corporate Finance, Strategy, Portfolio Management
Education
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner™(CFP®)
The American College
Chartered Financial Consultant (ChFC®)
College for Financial Planning
Chartered Retirement Planning Counselor (CRPC®)
The American College
Chartered Life Underwriter (CLU®)
Emory University - Goizueta Business School 2003 — 2007
Bachelors of Business Administration, Finance & Management
University of North Carolina at Chapel Hill 2003 — 2004
Economics
East Chapel Hill
NISA Investment Advisors, L.L.C. December 2014 - Present
NISA Investment Advisors, L.L.C. April 2012 - Present
Vail Resorts January 2011 - April 2012
Smith Breeden Associates May 2006 - January 2011
Protiviti 2005 - 2006
Skills
SharePoint, SSRS, Business Intelligence, SQL Server, Content Management, Knowledge Sharing, Databases, Business Process, Business Management, SQL, HTML, Business Analysis, Application Development, Windows, Process Improvement, Microsoft Office, Vendor Management, Business Process..., Team Management, Visio, Agile, Requirements Analysis, Integration, Web Development, SSIS, T-SQL, Data Warehousing, Management, Project Management, Process Engineering, Proposal Writing, Project Delivery, Project Portfolio..., Software Project..., Software Development, Software Design, Enterprise Software, Enterprise Risk..., Entrepreneurship, Data Analysis, Data Management, Database Design, Information Technology, Information Architecture, Information Management, Financial Reporting, Financial Systems, Financial Systems Design, Portfolio Management, Microsoft SQL Server
Education
University of Colorado Boulder 2001 — 2005
Business, Information Systems
University of Colorado at Boulder - Leeds School of Business 2001 — 2005
BS, Business Information Systems
Syracuse 2004 — 2004
Study Abroad Program
East Chapel Hill 1997 — 2001
Sterling Capital Management LLC July 2013 - Present
Smith Breeden Associates March 2007 - June 2013
Sterling Capital Management July 2004 - March 2007
Jones Lang LaSalle March 2000 - May 2002
Security Capital Group 1998 - 1999
Skills
Financial Modeling, Bloomberg, Fixed Income, Portfolio Management, Analytics, Asset Management, Valuation, Derivatives, Asset Managment, Investments, Financial Analysis, Quantitative Research, Statistical Modeling
Education
Duke University 2002 — 2004
Masters of Business Administration, Finance
Northwestern University 1994 — 1998
Bachelor of Arts, Economics and Mathematical Methods in the Social Sciences
Moisand Fitzgerald Tamayo LLC September 2010 - Present
American Cancer Society 2010 - 2014
Berman Hopkins Wright & LaHam December 2000 - March 2010
Raymond James & Associates 1994 - 1996
Harris Corporation 1991 - 1993
Smith Breeden Associates 1990 - 1991
Oxford Industries 1982 - 1989
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investments, Financial Planners, High Net Worth..., Investment Management, Financial Analysis, Retirement, Wealth, Analysis, Protection
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Masters in Business Administration with a focus on Investments
Auburn University
Bachelor of Science
Cocoa Beach Jr Sr High
Duke University
Cambridge Associates June 2015 - August 2015
Duke University 2014 - January 2015
Quicken Loans May 2014 - August 2014
Duke University Health System June 2013 - January 2014
Mars Outreach for North Carolina Students February 2011 - August 2012
Smith Breeden Associates May 2012 - June 2012
Skills
Software Development, Java, HTML 5, XSLT, CSS, JavaScript, Git, TFS, Microsoft Office, Team Leadership, EMT, C, Algorithms, PowerPoint, Data Analysis, Microsoft Excel
Education
Duke University 2012 — 2016
Electrical and Computer Engineering, Economics with Finance Concentration
Durham Academy Upper School 2008 — 2012
High School Diploma
Franklin Street Partners December 2011 - Present
Franklin Street Partners January 2011 - Present
Belltower Advisors, LLC August 2010 - August 2010
JPMorgan Private Bank June 2010 - July 2010
Smith Breeden Associates 2006 - 2009
Main Street Restaurant Group, Inc. 2003 - 2006
MarketBridge 2002 - 2003
Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Financial Modeling, Strategy, Equities, Corporate Finance, Financial Analysis, Valuation, Hedge Funds, Alternative Investments, Asset Management, Investment Management, Fixed Income, Equity Research, Fund Of Funds, Bloomberg, Capital Markets, Mutual Funds, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
University of North Carolina at Chapel Hill 1998 — 2002
BSBA
SimCre Solutions LLC January 2013 - Present
Smith Breeden Associates June 2008 - January 2009
LexisNexis March 2004 - June 2008
Skills
Process Improvement, Product Development, Product Marketing, Data Mining, Analysis, Healthcare Management, Testing, Data Warehousing, SDLC, Capacity Planning, Workflow, HL7 Messaging, Cardiac Rhythm..., HL7, Change Management, Management, Project Management, Healthcare, Requirements Analysis
Education
Oklahoma State University 2007 — 2009
Graduate Certificate in Business Data Mining, Data Mining
University of Central Oklahoma
Bachelor of Science, Computer Science
University of Colorado Boulder June 2013 - Present
UCLA Anderson School of Management September 2008 - June 2013
Smith Breeden Associates May 2005 - August 2008
Skills
Financial Modeling, Valuation, Fixed Income, Corporate Finance, Financial Analysis, Derivatives, Portfolio Management, Hedge Funds, Asset Managment, Investments, Quantitative Analytics, Capital Markets, Analysis, VBA, Equities, Economics, Alternative Investments, Equity Valuation, Financial Markets, Finance, Risk Management, Quantitative Finance, Equity Research, Econometrics, Macroeconomics, Stata
Education
UCLA Anderson School of Management 2008 — 2013
PhD, Finance
University of California, Los Angeles 2008 — 2010
MA, Economics
University of Colorado Boulder 2001 — 2005
BS, Applied Mathematics
University of Colorado Boulder 2001 — 2005
BA, Economics
Standley Lake High School
Lockheed Martin Investment Management Company June 2015 - Present
Guggenheim Investments July 2013 - June 2015
Fannie Mae May 2010 - January 2012
Smith Breeden Associates November 2007 - April 2010
Declaration Management & Research March 2006 - June 2007
Legg Mason June 2005 - March 2006
Skills
Fixed Income, CDX, ABS, Hedge Funds, Interest Rate Swaps, Derivative Operations, Bonds, Markitwire, Trade Web, Financial Services, Bloomberg, ICE, Account Reconciliation, Microsoft Office, Portia, ADP Payroll, Misys, DTC Trade Suite, DTC, BONY GSCX, JPM BDAS, Markit, MBS, Corporate Actions, DTCC DerivServ, Fund Of Funds, BlackRock Aladdin
Education
University of Maryland College Park 2012 — 2013
Master of Education (M.Ed.), History/Social Studies Teacher Education
American University 2001 — 2005
Bachelor of Science (B.S.), Business Administration: International Finance and Enterprise Management
Sterling Capital Management LLC June 2011 - Present
UNC Kenan-Flagler August 2009 - May 2011
Smith Breeden Associates August 2006 - July 2009
Skills
Fixed Income, Portfolio Management, Valuation, Trading, Bloomberg, Financial Modeling, Investments, Structured Products, Investment Management, Asset Managment, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Investment Management
North Carolina State University - College of Management 2002 — 2006
B.S., Economics
Square 1 Bank September 2010 - Present
Research Triangle Institute International July 2009 - July 2011
Monsanto 2007 - July 2009
Smith Breeden Associates 2007 - 2008
Investors Title Company 2006 - 2007
Red Prairie 2005 - 2006
SpectraSite Communications 2001 - 2005
Global Knowledge 2000 - 2001
Duke Clinical Research Institute 1998 - 2000
BASF 1997 - 1998
Skills
VB.NET, C#, SQL Server, ASP.NET, Web Services, Visual Studio, LINQ, .NET, IIS, XML, SharePoint, SQL, JavaScript, Windows, SSIS, ASP, T-SQL, SSRS, HTML, ADO.NET, CSS, Web Development, Software Development, AJAX, jQuery, WinForms, OOP, SOA, PL/SQL, Database Design, Web Applications, Subversion, Application Development, Microsoft SQL Server, Oracle, Agile Methodologies, Visual Basic, VSS, Databases, Crystal Reports, VBScript
Education
Louisiana State University
BS, Computer Science
Allscripts October 2014 - Present
Allscripts January 2013 - Present
Smith Breeden Associates 2008 - 2013
Smith Breeden Associates 2006 - 2008
Smith Breeden Associates February 1999 - 2006
CiviGenics 1998 - 1999
Carolina Corrections Services 1997 - 1998
Skills
Windows Server, System Administration, Troubleshooting, TCP/IP, Networking, VoIP, Data Center, Microsoft SQL Server, Security, VMware, Enterprise Software, SSIS, Systems Analysis, Bloomberg, Perl, Network Administration, Disaster Recovery, Strategic Planning, IT Infrastructure..., IT Infrastructure Design, Process Improvement, Policy Analysis, Team Leadership, Cost Control, Telecommunications, Budgets, SaaS, SSAE16 (SAS70), SOC2, HIPPA, HIPAA, IT Strategy, Technical Support, Infrastructure, IT Service Management, IT Operations, Cisco Technologies, Data Warehousing, Managed Services, Microsoft Exchange, Contract Negotiation, Strategy, Hardware, Switches, Storage, WAN, Servers, Business Continuity, Management, Project Management
Education
University of Southampton 1992 — 1993
Masters of Arts
Appalachian State University 1987 — 1991
BS
Technical Schools
Red Hat February 2014 - Present
Red Hat August 2011 - February 2014
Red Hat December 2008 - August 2011
Smith Breeden Associates August 2005 - December 2008
Skills
Strategic Planning, Fixed Income, Equity Derivatives, Budgets, Stakeholder Management, Mentoring, Leadership, Coaching, Financial Analysis, Financial Statement..., Project Management, Organization Growth, SDLC, Business Analysis, Business Process, Agile Methodologies, Software Development, Risk Management, Quality Assurance, Business Process..., Strategic Partnerships, Organizational Design, Salesforce.com, Databases, Vendor Management, Management, Integration, Enterprise Software
Education
University of North Carolina at Chapel Hill 2014 — 2017
Master of Public Administration (M.P.A.), International Economic Development and Policy
Virginia Commonwealth University - School of Business 2000 — 2002
B.S., cum laude, Business Administration - concentration Small Business Management
Invictus Capital Partners May 2015 - Present
Amundi Smith Breeden March 2013 - May 2015
Five Ten Capital September 2011 - March 2013
Putnam Investments January 1998 - August 2011
Smith Breeden Associates June 1991 - December 1997
Skills
Fixed Income, Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Investments, Portfolio Management, Asset Allocation, Mortgage Lending, Real Estate
Education
Fuqua School of Business, Duke University 1990 — 1992
MBA, Finance
Carnegie Mellon University 1984 — 1988
Bachelor of Science, Mathematics
Santander Bank, N.A. June 2015 - Present
Wellington Management September 2011 - June 2015
Fidelity Investments October 2008 - September 2011
Smith Breeden Associates August 2006 - September 2008
William A. Berry & Son, Inc. October 2004 - August 2006
Ardais Corporation 2003 - 2004
Boston University January 2001 - October 2003
PSRC-RI September 1996 - December 2000
San Miguel Corporation June 2000 - September 2000
Skills
SQL, Oracle SQL, ABAP, Business Intelligence, Software Project..., Project Planning, Project Implementation, Project Coordination, Project Execution, Crystal Reports, Actuate, Access, Excel, VBA, C++, Financial Reporting, JCL, Mainframe, Systems Analysis, Business Analysis, Business Strategy, Business Objects, Business Process, Process Engineering, Process Improvement, Process Development, Report Writing, Reporting & Analysis, Executive Reporting, Project Management, DB2, COBOL, Testing, Visio, PMP, Agile Methodologies, SDLC, Requirements Analysis, Strategy, SharePoint, Requirements Gathering, Web Applications, Microsoft Excel
Education
Boston University 2001 — 2002
MS, Administrative Studies
University of Asia and the Pacific 1996 — 2000
BS, Information Technology
Philippine Science High School 1992 — 1996
HS, Science and Technology
Sterling Capital Management December 2012 - Present
Smith Breeden Associates February 2007 - December 2012
Education
North Carolina State University 2002 — 2006
B.S., Economics
Blocher Enterprises August 2010 - Present
Smith Breeden Associates, Inc. March 2010 - August 2010
Smith Breeden Associates August 2007 - March 2010
Evergreen Investments March 2004 - July 2007
Wachovia June 2000 - March 2004
Skills
Portfolio Management, Fixed Income, Due Diligence
Education
University of North Carolina at Chapel Hill 1996 — 2000
BSBA, Business, French
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
BSBA, Business, French
Hack Reactor December 2014 - Present
e2 Young Engineers 2012 - 2012
Edge.BI 2010 - 2011
Spiral Language Systems 2001 - 2005
Smith Breeden Associates 1998 - 2001
PanAmSat 1994 - 1996
Skills
JavaScript, CSS, HTML, Node.js, Backbone.js, Financial Modeling, Python, Data Analysis, Portfolio Management, Microsoft Excel, Spanish, Risk Management, Linear Regression, French, Hebrew, R, Foreign Languages, Curriculum Development, Account Management, VBA, German, Italian, Teaching English as a..., Financial Engineering, Investment Management, Language Teaching, Computational Finance, AngularJS, Backbone, Node
Education
Hack Reactor 2014 — 2015
Carnegie Mellon University - Tepper School of Business 1997 — 1998
MS
University of Maryland College Park
M.Sc.
Monterey Institute of International Studies
Summer Intensive Language Program
St. John's College (MD)
B.A.
Micheal Thomas Language Centers
Crossroads School for Arts and Science
High School Diploma
Miami University August 2013 - Present
Clear Sharp Writing August 2000 - Present
Southwestern University August 2006 - August 2012
University of North Carolina August 2001 - May 2006
Smith Breeden Associates June 2001 - September 2004
Harris Associates May 1999 - July 2000
Security Capital Group January 1998 - May 1999
Skills
Teaching, Proposal Writing, Editing, Higher Education, Copy Editing, Research, Grant Writing, Proofreading, Literature, Public Speaking, Non-profits, Blogging, Social Media, Technical Writing, Publications, Curriculum Design, Nonprofits, Leadership, Newsletters, Educational Technology, Books, Adult Education, Program Management, Event Planning, Writing, Fundraising
Education
University of North Carolina at Chapel Hill 2000 — 2006
PhD, English
University of Chicago 1996 — 1997
Master of Arts, Social Sciences
Oglethorpe University 1992 — 1996
BA, English
Tradeshift April 2015 - Present
Tradeshift February 2013 - March 2015
CleverTech May 2012 - January 2013
Infosys July 2011 - May 2012
3.ZERO October 2009 - February 2012
Infosys October 2008 - July 2011
Infosys July 2007 - October 2008
University of Colorado at Boulder June 2005 - May 2006
Smith Breeden Associates March 2005 - May 2005
Skills
HTML, CSS, JavaScript, jQuery, User Experience, Front End Developers, System Testing, Education, Drupal, Shopify, Training Delivery, Data Analysis, Web Design, SQL, Agile Methodologies, Microsoft Excel
Education
University of Colorado at Boulder 2002 — 2007
Bachelor's, Computer Science, Finance
Amundi Smith Breeden April 2012 - Present
Commonfund 2011 - Present
Duke University July 2007 - Present
Massachusetts Institute of Technology July 2011 - June 2013
Duke University, Fuqua School of Business July 2001 - June 2007
Smith Breeden Associates June 1982 - April 2005
University of North Carolina at Chapel Hill January 2000 - June 2001
Duke University July 1985 - June 1992
Massachusetts Institute of Technology July 1984 - June 1985
Stanford University July 1979 - June 1984
Skills
Derivatives, Risk Management, Teaching, Fixed Income. Mortgage...
Education
Stanford University 1974 — 1978
Ph.D., Finance
Harvard University 1973 — 1974
No degree, in D.B.A. program. Transferred to Stanford, Business Administration and Management, General
Massachusetts Institute of Technology 1968 — 1972
Bachelor of Science, Management Science
JP Morgan Asset Management March 2013 - Present
Smith Breeden Associates November 2005 - March 2013
Southwest FCU November 2004 - November 2005
Fannie Mae July 2003 - November 2004
Weather Predict June 2002 - October 2002
Smith Breeden Associates June 1998 - July 2001
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Investment Management
Appalachian State University 1994 — 1998
BSBA, Finance
Deloitte Client Account Management, Senior ManagerDeloitteJuly 2014 - Present
Deloitte October 1996 - Present
Smith Breeden Associates 1993 - 1995
Skills
Marketing Strategy, Marketing Communications, Brand Positioning..., Speech Writing, Business Communications, Creative Writing, Eye for Details, B2B Marketing, Strategic Brand..., Analytical Skills, Deliver Results, Consensus Building, Mentoring, Engaging People, Brainstorm Facilitation, Collateral Materials..., Corporate Communications, Marketing..., Event Management, Business Development, Strengthening Client..., Building Relationships, International Business..., Cross-team Collaboration, Project Management, Positive Personality, Systematic Approach, Market Research
Education
Appalachian State University 1990 — 1993
BSBA, Marketing, Finance
Lees-McRae College 1988 — 1990
AS, Business Management
Smith Breeden Associates November 2007 - Present
Morgan Stanley June 2006 - November 2007
Education
James Madison University
Bachelor of Business Administration (BBA), Finance
The Raleigh Area Development Authority 2012 - Present
NC Connected, Inc. 2003 - January 2012
CAVU October 1999 - November 2001
Nortel 1997 - 1999
GlaxoSmithKline January 1996 - December 1998
Productivity Point International 1994 - 1998
Smith Breeden Associates 1994 - 1997
Skills
Adolescents, Non-profits, Social Media Marketing, Business Coaching, Program Management, Economic Development, Public Speaking, Nonprofits, Youth Development, Fundraising, WordPress, Social Media, Facebook, Organizational..., Public Relations, Program Development, Training, Volunteer Management, Marketing, Team Building
Education
Duke University 2004 — 2004
Certificate in Non-Profit Management, Non-Profit Management
University of North Carolina at Wilmington 1985 — 1989
BS, Business Finance
Pender High School
Salem College
Governor's School of North Carolina, Physical Sciences
StubHub January 2015 - Present
Five Ten Capital October 2011 - February 2014
Western Asset Management August 2011 - October 2011
Smith Breeden Associates August 2006 - June 2011
Skills
T-SQL, C#, Stata, VBA, MS Office Suite, XML, HTML, SQL Server Reporting..., ABS, Portfolio Management, Structured Products, Analytics
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
BS, Finance
Oxford University Press February 2012 - Present
Oxford University Press June 2010 - February 2012
Oxford University Press June 2008 - July 2010
Oxford University Press August 2006 - May 2008
Smith Breeden Associates March 2006 - August 2006
Oxford University Press January 2004 - March 2006
Skills
Event Marketing, People Management, Promotional Material..., Vendor Management, Trade Show Management, International Management, Electronic Marketing, Management of..., Copywriting, Email Marketing, Online Marketing, Online Publishing, Content Development, Social Media, Content Management
Education
UF Hough Graduate School of Business 2015 — 2017
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Arts, Journalism & Mass Communication (public relations sequence)
Real Estate with Honors February 2014 - Present
Aurelius Capital Management November 2012 - February 2014
Citigroup February 2011 - November 2012
Citigroup September 2009 - March 2011
Fidus Partners August 2008 - September 2009
Smith Breeden Associates August 2007 - May 2008
The Aurora Funds May 2007 - December 2007
Skills
Distressed Debt, Special Situations..., Valuation, Restructuring, Financial Modeling, Financial Analysis, Corporate Finance, Bankruptcy, Alternative Investments, Event Driven, Legal Research, Business Valuation, Debt Restructuring, Credit Analysis, Value Investing, Hedge Funds, Private Equity, Credit
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BS, Business Administration
Quri 2014 - Present
RPX 2011 - 2014
RPX 2011 - 2014
Samsung 2009 - 2011
BlackRock May 2003 - August 2007
American Express, Workadia 2001 - 2003
Montgomery Asset Management November 2000 - November 2001
Smith Breeden Associates May 1999 - November 2000
Skills
Strategy, Business Strategy, Hedge Funds, Private Equity, Analytics, Financial Modeling, Business Development, Corporate Development, Competitive Analysis, Fixed Income, Entrepreneurship, Strategic Consulting, Quantitative Analytics, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business (MBA), Duke University (AB)
Duke University
Bachelor’s Degree
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of California, Berkeley
Federal Reserve Board April 2015 - Present
Cleary Gottlieb Steen & Hamilton LLP October 2011 - April 2015
Locke Lord LLP May 2009 - July 2009
Smith Breeden Associates January 2008 - July 2008
Maryland Office of the Attorney General May 2007 - August 2007
Education
Georgetown University Law Center 2008 — 2011
Juris Doctor, Law, Summa Cum Laude
University of North Carolina at Chapel Hill 2004 — 2007
Bachelor of Science, Business Administration, Highest Distinction
Fidelity Charitable April 2014 - Present
DUMAC, Inc. December 2010 - April 2014
Smith Breeden Associates 2006 - 2010
Delaware Investments, a member of the Macquarie Group August 2004 - April 2006
Skills
Financial Analysis, Financial Modeling, Business Analysis, Bloomberg, Fixed Income, Investments, Asset Management, Portfolio Management, Hedge Funds, Valuation, Alternative Investments, Corporate Finance, Risk Management, Financial Reporting, Capital Markets, Finance, Mutual Funds, Data Analysis, Process Improvement, Derivatives, Accounting, Microsoft Excel, Private Equity, Business Strategy, Due Diligence, Financial Markets, Equities, Bloomberg Terminal, Investment Management, Quantitative Analytics
Education
University of North Carolina at Chapel Hill 2011 — 2013
Master of Business Administration (MBA), Marketing
Coastal Carolina University 2000 — 2004
BS, Finance, General
Citadel LLC May 2015 - Present
DRW Trading Group July 2013 - April 2015
Barclays Capital June 2012 - August 2012
Smith Breeden Associates June 2011 - August 2011
Duke High Energy Physics Research Group June 2010 - August 2010
Education
Duke University 2009 — 2013
B.S, Mathematics
Durham Academy 2005 — 2009
Staples June 2015 - Present
Northern Trust Asset Management December 2009 - October 2014
Northern Trust Asset Management September 2007 - December 2009
Janus Capital Group June 2007 - August 2007
Smith Breeden Associates September 2005 - April 2007
Skills
Fixed Income, Strategic Planning, Data Analysis, Bloomberg, Marketing Strategy, Asset Allocation, Investments, Portfolio Management, Trading, Asset Management, VBA, Equities, Financial Analysis, Due Diligence, ABS, Business Analysis, Microsoft Excel, Public Speaking, Customer Service, Analysis
Education
University of Colorado Boulder - Leeds School of Business 2014 — 2015
Master's Degree, Business Analytics
Metropolitan State University 2011 — 2011
Management Information Systems
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Bachelor's Degree, Quantitative Finance, Minor in Applied Math
NISA Investment Advisors, L.L.C. December 2014 - Present
Sigma Squared Associates, LLC October 2012 - Present
Smartronix January 2011 - October 2012
Synteractive Corporation March 2009 - January 2011
Smith Breeden Associates May 2005 - March 2009
NetIQ May 2000 - August 2004
Skills
Financial Modeling, Business Intelligence, Cloud Computing, Fixed Income, Analytics, Strategy, Analysis, Risk Management, Project Management, Software Development, Solution Architecture, Business Analysis, Microsoft SQL Server, CRM, Portfolio Management, SharePoint, Enterprise Software, Cross-functional Team..., Management, Business Strategy, Business Process
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA, finance
Duke University 1998 — 2002
Bachelor of Science in Engineering, electrical engineering, computer engineering, computer science, physics, and economics
Braddock Financial January 2013 - Present
University of Colorado at Boulder November 2011 - December 2012
CFA Institute April 2008 - November 2010
Smith Breeden Associates June 1994 - March 2008
Skills
Portfolio Management, Asset Management, Fixed Income, Credit, MBS, Asset Managment, Hedge Funds, Investments, Bloomberg, Trading, Alternative Investments, Equities, Capital Markets, Finance, Derivatives, Valuation, Financial Modeling
Education
California State University-Chico 1985 — 1991
BS, Finance
California State University-Chico
MBA
Broadcom Corporation October 2005 - Present
Interweave March 2004 - September 2005
Smith Breeden Associates September 2001 - June 2003
Skills
Troubleshooting, Program Management, Management, Strategic Planning, Customer Service, Vendor Management, Leadership, Team Building
Education
Front Range Community College 1995 — 1997
Colorado State University 1997 — 1999
Mellon Capital Management March 2012 - Present
Belltower Advisors, LLC May 2010 - December 2011
Smith Breeden Associates January 1996 - June 2010
Advisers Capital Management July 1994 - December 1995
Skills
Fixed Income, Business Development, Portfolio Management, Asset Managment, Hedge Funds, Investments, Asset Management, Alternative Investments, Valuation
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
M.B.A., Finance
University of California, Santa Barbara 1986 — 1991
B.A., English
522 Capital Partners, LLC June 2011 - Present
Smith Breeden Associates 2004 - June 2011
JP Morgan Asset Management 1997 - 2004
NCM Capital Management April 1995 - 1997
MetLife 1992 - 1995
Skills
Portfolio Management, Investments, Business Development, Investment Management, Private Equity, MBS, Fixed Income, Alternative Investments, Hedge Funds, Asset Managment, Financial Analysis, Derivatives, Valuation, Bloomberg, Financial Modeling, Asset Management, Due Diligence, Management, Capital Markets, Equities, Mutual Funds, Banking
Education
Wharton School, University of Pennsylvania
MBA, Finance
Massachusetts Institute of Technology
SM, Applied Mathematics
Clark Atlanta University
BS, Mathematics & Physics
Ocwen Financial Corporation February 2013 - Present
GMAC 2009 - February 2013
Smith Breeden Associates November 2006 - November 2009
GMAC ResCap 2005 - November 2006
Radian 2004 - 2005
US Army November 1993 - November 1997
Skills
Fixed Income, Bloomberg, Portfolio Management, Financial Modeling, Credit, SAS, Loss Forecasting, Analytics, Financial Risk, Forecasting, Quantitative Analytics
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1997 — 2000
Bachelor's degree, Finance, General
Rutgers, The State University of New Jersey-Camden 1997 — 2000
Bachelor's degree, Finance
Silverback Asset Management March 2011 - Present
Sterling Montossori 2012 - 2013
Sterling Montossori 2012 - 2013
Duke University Management Company, LLC 2008 - 2010
Smith Breeden Associates 2008 - 2008
Argent Funds Group 2004 - 2007
KPMG Consulting 2000 - 2002
Skills
Financial Analysis, Investments, Financial Modeling, Finance, Asset Management, Valuation, Fixed Income, Corporate Finance
Education
Sichuan International Studies University
BA
Sichuan University
BA
University of Southern California - Marshall School of Business
MBA Exchange Program
Waseda University 早稲田大学
MBA
LEG Consulting 2003 - Present
BearingPoint 1999 - 2003
LEG Consulting 1996 - 1999
Smith Breeden Associates 1987 - 1996
Skills
Risk Management, Management Consulting, Portfolio Management, Valuation, Internal Controls, Process Improvement, Derivatives, Business Analysis, Financial Services, Finance, Mergers & Acquisitions, Financial Analysis, Management, Banking, Credit Risk
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
State University of New York at Buffalo - School of Management 1977 — 1982
BS, Finance, Accounting
Implied Capital LP January 2011 - April 2015
Woodbourne Capital Management International LP September 2003 - December 2010
Monticello Associates March 2000 - September 2003
Smith Breeden Associates May 1994 - January 2000
Ernst & Young 1990 - 1992
PwC 1987 - 1990
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
MBA, Finance
University of Colorado Boulder 1983 — 1987
BA, Mathematics, Economics
FLO Partners Inc. April 2013 - Present
Independent Consultant December 2009 - April 2013
Motorstats.com April 2007 - November 2009
Smith Breeden Associates November 1998 - March 2007
Charles River Laboratories 1997 - 1998
Education
University of Massachusetts, Amherst 1989 — 1997
Program in Molecular and Cellular Biology
University of Massachusetts, Amherst 1983 — 1987
Bachelor of Science (B.S.), Biochemistry and Molecular Biology
University of Wisconsin-Madison 1980 — 1981
Electrical and Computer Engineering
Smith Breeden Associates April 2001 - March 2012
Skills
Process Improvement, Financial Modeling, Visio, Access, Vendor Management, Microsoft Excel, Risk Management, Analysis, SharePoint, Data Analysis, Finance, Accounting, Asset Management, Bloomberg
Education
University of Massachusetts Boston
Smith Breeden Associates Advertising Sales CoordinatorFOX Sports Net Rocky MountainFebruary 1993 - May 2003
Education
University of Houston 1991 — 1995
B.S., Kinesiology
Utah State University 1988 — 1991
Recreation Resource Management
Clinique of Plastic Surgery January 2015 - Present
Third Lake Capital, LLC August 2013 - August 2014
Vinik Asset Management, LLP January 2013 - July 2013
Centaur Performance Group April 2009 - September 2012
Smith Breeden Associates April 2008 - January 2009
Argent Funds Group June 2005 - April 2008
State Street 2002 - 2005
State Street 2000 - 2002
Skills
Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Derivatives, Financial Analysis, Fund Accounting, Investments, Equities, Mutual Funds, Equity Research, Financial Reporting, Fund Of Funds, Bloomberg Terminal, Securities, Corporate Finance, Capital Markets, Options, Hedging, Valuation, Bonds
Education
Bentley University 1996 — 2000
BS, Finance
College of International Studies 1998 — 1998
Bentley Business Abroad
Kimball Union Academy 1992 — 1996
T. Rowe Price July 2003 - Present
GE Asset Management May 2002 - June 2003
Goldman Sachs August 2000 - May 2002
Smith Breeden Associates May 1996 - August 2000
Sonalysts May 1992 - July 1995
United States Navy 1987 - 1992
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA
College of the Holy Cross 1983 — 1987
BA
Quintiles January 2015 - Present
LipoScience April 2014 - January 2015
Salix Pharmaceuticals March 2009 - December 2013
Salix Pharmaceuticals January 2005 - March 2009
Salix Pharmaceuticals January 2003 - January 2005
Salix Pharmaceuticals July 2001 - January 2003
SciQuest 2000 - 2001
Smith Breeden Associates 1994 - 2000
Skills
Meeting Planning, Event Planning, Event Management, Live Events, Corporate Events, Customer Service, Sales, Customer, Food & Beverage, Catering, Contract Negotiation, Award Programs, Parties, Incentive Programs, Trade Shows, Marketing, Coordinating Events, Training, Product Launch, Leadership, Budgets, Pharmaceutical Industry, Management
Education
Appalachian State University
BA, Interdisciplinary Studies (photography)
NetApp April 2013 - Present
Cisco Systems October 2011 - April 2013
NetApp September 2008 - October 2011
Smith Breeden Associates February 2008 - August 2008
Builders Mutual Insurance Company April 2007 - February 2008
Dixie Printing & Packaging Corp February 2006 - April 2007
Dixie Printing & Packaging Corp November 2004 - February 2006
FilCo, Tallinn August 2003 - October 2004
Skills
VMware, SAN, Disaster Recovery, TCP/IP, Switches, Hyper-V, Network Administration, Hardware, VMware ESX, Storage Area Networks, NAS, NetApp, Servers, Microsoft SQL Server, Troubleshooting, Storage, Windows Server, Cisco Routers, Virtualization, Cisco Technologies, Active Directory, DNS, Microsoft Exchange, DHCP, Cluster
Education
North Carolina State University 2011 — 2013
MCS, Computer Science
University of Baltimore 2006 — 2010
MBA, IT
Sterling Capital Management May 2012 - Present
Smith Breeden Associates May 2010 - April 2012
PRI Investments August 2009 - May 2010
Smith Breeden Associates 2002 - 2009
Payden & Rygel Investment Counsel 1999 - 2002
Skills
Fixed Income, Wealth Management, Risk Management, Portfolio Management, Hedge Funds, Asset Management, Alternative Investments, Bloomberg, Investment Management, Mutual Funds, Investments
Education
CFA Institute 1900 — 1901
CFA
McGill University 1900 — 1901
MBA
Western University 1900 — 1901
BA, Economics
Terton Sogyal Foundation 2012 - Present
Bayswater Asset Management 2004 - 2012
Mellon Capital Management 1996 - 2004
Smith Breeden Associates 1991 - 1996
Skills
Alternative Investments, Asset Management, Investment Management, Derivatives, Asset Allocation, Hedge Funds, Fixed Income, Financial Modeling, Global Macro, Investments, Investment Strategies, Equities, Portfolio Management, Bloomberg, Capital Markets, Management, Quantitative Finance, Structured Products, Trading
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
Brown University 1983 — 1987
A.B., Mathematics
Community Management Corporation / Associa August 2013 - Present
Andromeda Training, Inc. May 2009 - September 2012
Smith Breeden Associates June 2004 - January 2009
American Fibers and Yarns Company April 2002 - June 2004
Skills
Office Management, Process Improvement, Vendor Management, Customer Experience, Customer Oriented, Customer Support, Logistics, Office Administration, CRM, Customer Service, Sales, Enterprise Software, Human Resources, Employee Benefits, Business Analysis, Leadership, Management Consulting
Education
Durham Technical Community College 2012 — 2014
Environmental Health and Safety/Industrial Management, 4.0 GPA
Palm Beach State College 1989 — 1991
Business Administration
Kingsborough Community College 1986 — 1987
Beach Channel High School 1985 — 1987
Honors Regents Scholar
Saint Cuans College 1983 — 1985
Honors Student
Ard Scoil Mhuire 1982 — 1983
1st Year
Kimley-Horn and Associates, Inc. March 2009 - Present
Smith Breeden Associates September 2005 - March 2009
Education
North Carolina State University 1998 — 2003
Bachelor of Science (BS), Computer Engineering
North Carolina State University 1998 — 2003
Bachelor of Science (BS), Electrical Enginering
Amundi Smith Breeden LLC September 2013 - Present
Smith Breeden Associates May 1994 - September 2013
Acurex Environmental Corporation 1992 - 1994
Bank of Montreal November 1990 - June 1992
Education
University of Illinois at Chicago 1985 — 1989
MA, Philosophy
Trinity College Dublin 1981 — 1985
BA, Philosophy
Amundi Smith Breeden October 2013 - Present
Smith Breeden Associates July 1988 - Present
Federal Reserve Bank of Richmond July 1983 - July 1986
Skills
Fixed Income
Education
The University of Chicago 1986 — 1988
MBA, Finance
Duke University 1979 — 1983
BA, Economics, History
Amundi Smith Breeden LLC October 2013 - Present
Smith Breeden Associates November 2007 - September 2013
Skills
Financial Analysis
Education
Penn State University 1999 — 2003
BS, Accounting
Hatteras Funds January 2014 - Present
Celtic Fields, Inc. November 2008 - December 2013
Smith Breeden Associates March 1999 - November 2008
Smith Breeden Associates June 1993 - March 1998
Smith Breeden Associates July 1992 - June 1993
Chase Manhattan Bank July 1990 - July 1992
Skills
Fixed Income, Bloomberg, Hedge Funds, Asset Management, Portfolio Management, Investments, Derivatives, Financial Modeling, Alternative Investments, Financial Analysis, Mutual Funds, Investment Management, Capital Markets, Corporate Finance, Trading
Education
Fordham University
BS, Busines: Finance/Economics
Massage Envy Southpoint Spa December 2010 - Present
Smith Breeden Associates 1997 - 2008
Smith Breeden Associates 1997 - 2008
Skills
Microsoft Excel, Microsoft Office
Education
Alamance Community College 2012 — 2012
Certified Nursing Assistant I
Amundi Smith Breeden September 2012 - Present
Smith Breeden Associates June 2006 - September 2012
Skills
Bloomberg, SQL, Microsoft SQL Server, Microsoft Excel, VBA, T-SQL, Corporate Finance
Education
The Art Institute of Raleigh-Durham 2009 — 2012
Bachelor of Arts (BA), Fashion Marketing and Management
University of Colorado Boulder 2002 — 2006
BS, Applied Mathematics, Quantitative Finance
Smith Breeden Associates TraderAtlantic Portfolio Analytics and ManagementDecember 1996 - May 1998
Prudential Insurance July 1995 - December 1996
Education
Carnegie Mellon University - Tepper School of Business 1998 — 1999
Master of Science (MSc), Computational Finance
Georgia Tech 1991 — 1995
Bachelor of Science (BS), Applied Physics
St Louis Area Fixed Income Investment Adviser January 2011 - Present
Smith Breeden Associates June 2005 - December 2010
The Hartford December 1996 - June 2005
Skills
Hedge Funds, Securities, Alternative Investments, Mutual Funds, Asset Managment
Education
Georgetown University Law Center 1985 — 1987
JD
Marymount 1966 — 1972
Santa Clara University
B.S, Political Science
Charles Schwab July 2010 - Present
Fannie Mae May 2009 - June 2010
Smith Breeden Associates June 1986 - October 2000
Skills
ALM, Interest Rate Risk..., Capital Markets, Hedging, Fixed Income, Derivatives, Asset Management, Portfolio Management, Risk Management, Investments, Asset Managment, Financial Risk, Structured Products, Financial Modeling, Financial Markets, Treasury Management, Credit Risk, Valuation, Structured Finance, Investment Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1986
Master of Science, Management
Massachusetts Institute of Technology 1981 — 1985
Bachelor of Science, Management
Colonial Consulting August 2014 - Present
DUMAC April 2013 - May 2014
DUMAC November 2010 - August 2012
Smith Breeden Associates June 2006 - December 2008
Morgan Stanley October 2004 - May 2006
Skills
Mutual Funds, Alternative Investments, Internal Audit, Data Analysis, Corporate Finance, Investments, Trading, Bloomberg, Databases, Analytics, Hedge Funds, Finance, Risk Management, Pricing, Portfolio Management, Asset Management, Management, Microsoft Excel, Fund Accounting, Securities, Fixed Income, Investment Management
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2011
MBA
Saint Peter's College 2000 — 2004
BS, Mathematics and Accounting
Smith Breeden Associates September 2003 - Present
Education
University of Colorado Boulder 1999 — 2003
BS, Applied Mathematics
MetLife April 2015 - Present
Verizon Terremark December 2012 - Present
Smith Breeden Associates April 2011 - December 2012
Smith Breeden Associates November 2009 - December 2012
Call One, Incorporated February 2008 - November 2009
Skills
SharePoint Designer, SharePoint, InfoPath Forms, Windows 7, Windows Server, Technical Support, MCSA, Network + Certified, A+ Certified, Microsoft Technologies, Desktop Support..., Windows, Active Directory, System Administration, Disaster Recovery, Management, Servers, Security, VMware, DNS
Education
University of Central Florida 1999 — 2003
B.S., Information Technology
JPMorgan Chase 1990 - Present
Smith Breeden Associates 1985 - 1989
Education
University of North Carolina at Chapel Hill 1978 — 1981
BA, Education
Howard Stallings From & Hutson 2015 - Present
Hutchison PLLC August 2011 - March 2015
Credit Suisse May 2010 - June 2011
Smith Breeden Associates May 2005 - January 2010
Progressive Computer Systems, Inc. July 1997 - March 2005
Skills
Due Diligence, Corporate Records, Research, Paralegals, Legal Research, Legal Writing, Financial Modeling, Financial Analysis
Education
University of North Carolina at Chapel Hill 1994 — 1997
BA, Political Science
Amundi Smith Breeden LLC January 2011 - Present
College Foundation, Inc. January 2009 - January 2011
Smith Breeden Associates February 2004 - December 2008
Education
University of North Carolina School of Law 1997 — 2000
JD, Law
University of South Carolina-Columbia 1991 — 1995
BA, Sociology
Federal Home Loan Bank of Dallas April 2001 - Present
CNBS, LLC 2000 - 2001
Smith Breeden Associates 1998 - 2000
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance
The University of Kansas 1993 — 1998
BS, Business
QMS Capital Management LP June 2012 - Present
Smith Breeden Associates March 2005 - May 2012
Bank of America Corporation November 2001 - March 2005
Dechert LLP February 1999 - October 2001
Seward & Kissel LLP September 1995 - February 1999
Education
University of North Carolina at Chapel Hill 1992 — 1995
JD
Williams College 1986 — 1990
BA, History
T. Rowe Price May 2007 - Present
Morgan Stanley - Alternative Investment Partners September 2005 - May 2007
Smith Breeden Associates May 2002 - September 2005
Wachovia Corporation, Inc. September 1998 - August 2000
Lehman Brothers Holdings Inc. May 1994 - September 1998
Education
Duke University - The Fuqua School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General, 3.8
Vanderbilt University 1990 — 1994
Bachelor of Arts (B.A.), Economics, 3.2