SSI Investment Management
Industry: Company
DescriptionFounded: 1973 Subsidiary: Froley, Revy Investment Company, Inc.
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SSI Investment Management Employees
Employee
Years
Job
Industry
Vanessa Villero Vanessa Villero's SSI Investment Management Experience July 2001 - April 2007
Job Operations Manager at Analytic Investors
Industry Financial Services
Experience
Analytic Investors April 2014 - Present
Analytic Investors January 2010 - March 2014
Analytic Investors January 2009 - December 2009
Analytic Investors May 2007 - November 2009
SSI Investment Management July 2001 - April 2007
Skills
Equities, Mutual Funds, Hedge Funds, Bloomberg, Investments, Fixed Income, Derivatives, Alternative Investments, Securities, Trading, Financial Services, Options
Education
University of California, Los Angeles 1997 — 2001
Bachelor's degree, Economics
Analytic Investors April 2014 - Present
Analytic Investors January 2010 - March 2014
Analytic Investors January 2009 - December 2009
Analytic Investors May 2007 - November 2009
SSI Investment Management July 2001 - April 2007
Skills
Equities, Mutual Funds, Hedge Funds, Bloomberg, Investments, Fixed Income, Derivatives, Alternative Investments, Securities, Trading, Financial Services, Options
Education
University of California, Los Angeles 1997 — 2001
Bachelor's degree, Economics
Robert Basso Robert Basso's SSI Investment Management Experience September 2006 - May 2010
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo April 2013 - January 2015
Casey Securities LLC June 2011 - July 2011
SSI Investment Management September 2006 - May 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Analysis, Strategic Planning, Bloomberg, Portfolio Management, Business Valuation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
M.B.A., Finance, 3.94
University of Southern California 2002 — 2006
B.S., Business (Finance Concentration)
Wells Fargo April 2013 - January 2015
Casey Securities LLC June 2011 - July 2011
SSI Investment Management September 2006 - May 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Analysis, Strategic Planning, Bloomberg, Portfolio Management, Business Valuation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
M.B.A., Finance, 3.94
University of Southern California 2002 — 2006
B.S., Business (Finance Concentration)
Catherine Woo Catherine Woo's SSI Investment Management Experience 1991 - 1993
Job SVP Business & Technology Services at City National Bank
Industry Financial Services
Experience
City National Bank September 2010 - Present
Bank of New York Mellon Corp October 2001 - September 2010
Van Deventer and Hoch March 1996 - October 2001
Salus Capital Management June 1993 - March 1996
SSI Investment Management 1991 - 1993
Skills
Portfolio Management, Banking, Mergers, Vendor Management, Due Diligence, Program Management, Change Management, Management, Governance, Project Management, Strategy, Financial Modeling, Enterprise Software, Investments, Leadership, Mergers & Acquisitions, Executive Management, Integration, CRM, Risk Management, Strategic Planning, Business Process
Education
University of California, Los Angeles
BA
City National Bank September 2010 - Present
Bank of New York Mellon Corp October 2001 - September 2010
Van Deventer and Hoch March 1996 - October 2001
Salus Capital Management June 1993 - March 1996
SSI Investment Management 1991 - 1993
Skills
Portfolio Management, Banking, Mergers, Vendor Management, Due Diligence, Program Management, Change Management, Management, Governance, Project Management, Strategy, Financial Modeling, Enterprise Software, Investments, Leadership, Mergers & Acquisitions, Executive Management, Integration, CRM, Risk Management, Strategic Planning, Business Process
Education
University of California, Los Angeles
BA
Kris Parker Kris Parker's SSI Investment Management Experience October 1994 - December 1999
Job Administrative Assistant at Benaroya Research Institute
Industry Research
Experience
Benaroya Research Institute March 2010 - Present
Northwest Kidney Center January 2009 - March 2010
Nastech Pharmaceutical October 2006 - April 2008
Cancer Research And Biostatistics September 2003 - October 2006
RAND February 2000 - September 2002
SSI Investment Management October 1994 - December 1999
Skills
Outlook, Microsoft Excel, Microsoft Word, Nonprofits, Budgets, PowerPoint, Project Management, Newsletters, Event Management, SharePoint, Public Relations, Research, Data Entry
Education
Edmonds Community College 2002 — 2004
Continued Education
West Los Angeles Community College 1994 — 1998
Continued Education
Benaroya Research Institute March 2010 - Present
Northwest Kidney Center January 2009 - March 2010
Nastech Pharmaceutical October 2006 - April 2008
Cancer Research And Biostatistics September 2003 - October 2006
RAND February 2000 - September 2002
SSI Investment Management October 1994 - December 1999
Skills
Outlook, Microsoft Excel, Microsoft Word, Nonprofits, Budgets, PowerPoint, Project Management, Newsletters, Event Management, SharePoint, Public Relations, Research, Data Entry
Education
Edmonds Community College 2002 — 2004
Continued Education
West Los Angeles Community College 1994 — 1998
Continued Education
Ann Houlihan Ann Houlihan's SSI Investment Management Experience 2009 - 2010
Job Controller at CNV.com
Industry Consumer Goods
Experience
CNV.com February 2011 - Present
Houlihan Estate & Accounting Svs 2009 - Present
The Unusual Suspects Theatre Company 2010 - December 2011
SSI Investment Management 2009 - 2010
Froley Revy Investment Co 2000 - 2009
Wells Fargo 1996 - 2000
Skills
ROI Analysis, Microsoft Excel, QuickBooks, Organizational..., Compensation Structures, Operations Management, Financial Reporting, Return on Investment, Investments, Leadership, Budgets, Auditing, Management, Process Improvement, Human Resources, Financial Analysis
Education
University of Phoenix
MBA
CNV.com February 2011 - Present
Houlihan Estate & Accounting Svs 2009 - Present
The Unusual Suspects Theatre Company 2010 - December 2011
SSI Investment Management 2009 - 2010
Froley Revy Investment Co 2000 - 2009
Wells Fargo 1996 - 2000
Skills
ROI Analysis, Microsoft Excel, QuickBooks, Organizational..., Compensation Structures, Operations Management, Financial Reporting, Return on Investment, Investments, Leadership, Budgets, Auditing, Management, Process Improvement, Human Resources, Financial Analysis
Education
University of Phoenix
MBA
Stephen Wachtel Stephen Wachtel's SSI Investment Management Experience March 2012 - Present
Job Portfolio Manager at SSI Investment Management
Industry Financial Services
Experience
SSI Investment Management March 2012 - Present
SSI Investment Management August 2010 - February 2012
Independent Capital Finance March 2007 - August 2010
Froley, Revy Investment Co. June 2000 - March 2007
Telekurs Financial September 1995 - July 1998
Skills
Interest Rate..., Convertible Bonds, Portfolio Management, Fixed Income, Hedge Funds, Equities, Alternative Investments, Options, Derivatives, Asset Management, Trading, Asset Allocation, Investments, Investment Management
Education
UCLA Anderson School of Management 1998 — 2000
MBA, Finance
Lehigh University 1991 — 1995
BS, Finance
SSI Investment Management March 2012 - Present
SSI Investment Management August 2010 - February 2012
Independent Capital Finance March 2007 - August 2010
Froley, Revy Investment Co. June 2000 - March 2007
Telekurs Financial September 1995 - July 1998
Skills
Interest Rate..., Convertible Bonds, Portfolio Management, Fixed Income, Hedge Funds, Equities, Alternative Investments, Options, Derivatives, Asset Management, Trading, Asset Allocation, Investments, Investment Management
Education
UCLA Anderson School of Management 1998 — 2000
MBA, Finance
Lehigh University 1991 — 1995
BS, Finance
Damon Skinner Damon Skinner's SSI Investment Management Experience June 2007 - September 2009
Job VP Investment Management Sales
Industry Investment Management
Experience
Westcoast Investment Management Resources 2015 - Present
Keeley funds February 2013 - August 2014
Wells Fargo Business Banking April 2011 - January 2013
Open Eyes Ministries September 2009 - June 2011
SSI Investment Management June 2007 - September 2009
Citi Group March 2005 - September 2007
Citigroup Smith Barney 2000 - 2005
Morgan Stanley Investment Management 1998 - 2000
The Cooking and Hospitality Institute of Chicago (CHIC)/Le Cordon Bleu 1996 - 1998
Skills
Selling, Finance, Team Management, Management, Portfolio Management, Investments, Mutual Funds, Asset Management, Business Development, Asset Allocation, Wealth Management, Sales, Investment Management, Alternative Investments, Financial Services, Education, Loans, Program Management, Analysis, Equities, Consulting, Consultative Selling, Relationship Building, Marketing, Territory Management, Exceed Sales Goals, Territory Growth, Written Communication, Salesforce.com, Retirement Plan..., Qualified Retirement..., Insurance, TPA, Value-added, Certified Investment..., Retirement Planning, Strategy, Financial Planning
Education
Purdue University
BS
Ridgefield High School
Ridgefield HighSchool
Westcoast Investment Management Resources 2015 - Present
Keeley funds February 2013 - August 2014
Wells Fargo Business Banking April 2011 - January 2013
Open Eyes Ministries September 2009 - June 2011
SSI Investment Management June 2007 - September 2009
Citi Group March 2005 - September 2007
Citigroup Smith Barney 2000 - 2005
Morgan Stanley Investment Management 1998 - 2000
The Cooking and Hospitality Institute of Chicago (CHIC)/Le Cordon Bleu 1996 - 1998
Skills
Selling, Finance, Team Management, Management, Portfolio Management, Investments, Mutual Funds, Asset Management, Business Development, Asset Allocation, Wealth Management, Sales, Investment Management, Alternative Investments, Financial Services, Education, Loans, Program Management, Analysis, Equities, Consulting, Consultative Selling, Relationship Building, Marketing, Territory Management, Exceed Sales Goals, Territory Growth, Written Communication, Salesforce.com, Retirement Plan..., Qualified Retirement..., Insurance, TPA, Value-added, Certified Investment..., Retirement Planning, Strategy, Financial Planning
Education
Purdue University
BS
Ridgefield High School
Ridgefield HighSchool
Chase Richardson's SSI Investment Management Experience May 2011 - August 2011
Job Senior Investment Consultant
Industry Financial Services
Experience
Vanguard June 2015 - Present
Vanguard October 2013 - June 2015
Vanguard February 2013 - October 2014
IBM November 2011 - March 2012
SSI Investment Management May 2011 - August 2011
Skills
Market Research, Securities, Equities, Excel, Microsoft Office, Microsoft Excel, Mutual Funds, Management, Sales, Financial Analysis, Investments, Marketing, Bonds, Analysis, Retirement, Portfolio Management
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor's, Business
Vanguard June 2015 - Present
Vanguard October 2013 - June 2015
Vanguard February 2013 - October 2014
IBM November 2011 - March 2012
SSI Investment Management May 2011 - August 2011
Skills
Market Research, Securities, Equities, Excel, Microsoft Office, Microsoft Excel, Mutual Funds, Management, Sales, Financial Analysis, Investments, Marketing, Bonds, Analysis, Retirement, Portfolio Management
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor's, Business
Morgan Jaffe's SSI Investment Management Experience May 2010 - April 2012
Job Private Client Associate at Kayne Anderson Capital Advisors
Industry Investment Management
Experience
Kayne Anderson Capital Advisors April 2013 - Present
Chrysalis Inc November 2009 - Present
Walk With Sally July 2013 - Present
Kayne Anderson Capital Advisors, L.P. April 2012 - April 2013
SSI Investment Management May 2010 - April 2012
Distance Learning Providers October 2009 - May 2010
Kiitos Capital Management 2009 - February 2010
Allianz Global Investors Capital 2008 - 2008
MediaVest 2005 - 2007
Skills
Portfolio Management, Series 7, Alternative Investments, Hedge Funds, Investments, Bloomberg, Finance, Energy, MLP, Valuation, Equities, Mutual Funds, Securities, Financial Modeling, Private Equity, Fixed Income, Trading, Competitive Analysis
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Finance
University of Maryland College Park 2001 — 2005
BS, Marketing
Kayne Anderson Capital Advisors April 2013 - Present
Chrysalis Inc November 2009 - Present
Walk With Sally July 2013 - Present
Kayne Anderson Capital Advisors, L.P. April 2012 - April 2013
SSI Investment Management May 2010 - April 2012
Distance Learning Providers October 2009 - May 2010
Kiitos Capital Management 2009 - February 2010
Allianz Global Investors Capital 2008 - 2008
MediaVest 2005 - 2007
Skills
Portfolio Management, Series 7, Alternative Investments, Hedge Funds, Investments, Bloomberg, Finance, Energy, MLP, Valuation, Equities, Mutual Funds, Securities, Financial Modeling, Private Equity, Fixed Income, Trading, Competitive Analysis
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Finance
University of Maryland College Park 2001 — 2005
BS, Marketing
Michael J. Opre, CFA Michael J. Opre, CFA's SSI Investment Management Experience November 2011 - Present
Job Portfolio Manager | Investment Officer | Wealth Manager | Investment Strategist | Global Capital Markets Expert
Industry Investment Management
Experience
SSI Investment Management November 2011 - Present
Wells Fargo Private Bank June 2008 - November 2011
Froley, Revy Investment Co. June 1998 - June 2008
Pacific Strategic Fund Group / Pegasus Holdings 1996 - 1998
Merrill Lynch 1992 - 1994
Wells Fargo Securities 1990 - 1992
Municicorp of California 1989 - 1990
Prudential Securities 1988 - 1989
Skills
Portfolio Management, Portfolio Strategy, Factset, SEI, Bloomberg, Moxy, Asset Allocation, Wealth Management, Alternative Investments, Convertible Bonds, Commodities, Equities, Fixed Income, Client Communication, Commodity, Money Management, Hedge Funds, Capital Markets, Investment Management, Bonds, Due Diligence, Mutual Funds, Investments, Risk Management, Strategy, Investment Strategies, Securities, Institutional..., Relationship Management, Retirement Planning, Wealth Management..., Equity Research, Investment Advisory, Asset Management, Financial Services, ETFs, Wealth, Financial Advisory
Education
University of California, Los Angeles - The Anderson School of Management 1994 — 1996
MBA, Finance
University of California, Los Angeles 1984 — 1989
BA, English
El Toro High School 1980 — 1984
SSI Investment Management November 2011 - Present
Wells Fargo Private Bank June 2008 - November 2011
Froley, Revy Investment Co. June 1998 - June 2008
Pacific Strategic Fund Group / Pegasus Holdings 1996 - 1998
Merrill Lynch 1992 - 1994
Wells Fargo Securities 1990 - 1992
Municicorp of California 1989 - 1990
Prudential Securities 1988 - 1989
Skills
Portfolio Management, Portfolio Strategy, Factset, SEI, Bloomberg, Moxy, Asset Allocation, Wealth Management, Alternative Investments, Convertible Bonds, Commodities, Equities, Fixed Income, Client Communication, Commodity, Money Management, Hedge Funds, Capital Markets, Investment Management, Bonds, Due Diligence, Mutual Funds, Investments, Risk Management, Strategy, Investment Strategies, Securities, Institutional..., Relationship Management, Retirement Planning, Wealth Management..., Equity Research, Investment Advisory, Asset Management, Financial Services, ETFs, Wealth, Financial Advisory
Education
University of California, Los Angeles - The Anderson School of Management 1994 — 1996
MBA, Finance
University of California, Los Angeles 1984 — 1989
BA, English
El Toro High School 1980 — 1984
Dawna King Dawna King's SSI Investment Management Experience April 2006 - February 2007
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
Wilshire Associates August 2007 - March 2011
SSI Investment Management April 2006 - February 2007
Contractor January 2002 - December 2005
Banc of America Capital Management October 2000 - December 2001
Northern Trust Global Investments January 1998 - January 2000
Northern Trust January 1994 - January 1998
Skills
Asset Managment, Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds, Investment Strategies, Capital Markets, Investment Management, Securities, Wealth Management, Financial Services, Due Diligence, Investment Advisory, Strategy, Asset Management, Banking, Relationship Management
Education
Golden Gate University
Master of Business Administration (M.B.A.), Business Administration and Management
San Diego State University
BA
BNY Mellon October 2012 - Present
Wilshire Associates August 2007 - March 2011
SSI Investment Management April 2006 - February 2007
Contractor January 2002 - December 2005
Banc of America Capital Management October 2000 - December 2001
Northern Trust Global Investments January 1998 - January 2000
Northern Trust January 1994 - January 1998
Skills
Asset Managment, Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds, Investment Strategies, Capital Markets, Investment Management, Securities, Wealth Management, Financial Services, Due Diligence, Investment Advisory, Strategy, Asset Management, Banking, Relationship Management
Education
Golden Gate University
Master of Business Administration (M.B.A.), Business Administration and Management
San Diego State University
BA
Mauriel Avina Mauriel Avina's SSI Investment Management Experience 2002 - 2005
Job Director National Advocacy, Institutional Relationships at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2011 - Present
Prudential Financial 2005 - 2010
SSI Investment Management 2002 - 2005
Fidelity Investments 1996 - 2002
Education
University of Southern California
B.S., Business Administration
TIAA-CREF 2011 - Present
Prudential Financial 2005 - 2010
SSI Investment Management 2002 - 2005
Fidelity Investments 1996 - 2002
Education
University of Southern California
B.S., Business Administration
Emily Colella's SSI Investment Management Experience February 2009 - August 2012
Job Managing Director at Palmer Square Capital Management LLC
Industry Financial Services
Experience
Palmer Square Capital Management LLC September 2012 - Present
SSI Investment Management February 2009 - August 2012
Artisan Partners April 2002 - October 2008
Wilshire Associates May 1998 - April 2002
Columbus Circle Investors 1995 - 1998
Education
Mount Holyoke College 1991 — 1995
BA, Political Science & Sociology
The Buckley School 1989 — 1991
High School
Amherst College
Amherst College
Amherst College
Palmer Square Capital Management LLC September 2012 - Present
SSI Investment Management February 2009 - August 2012
Artisan Partners April 2002 - October 2008
Wilshire Associates May 1998 - April 2002
Columbus Circle Investors 1995 - 1998
Education
Mount Holyoke College 1991 — 1995
BA, Political Science & Sociology
The Buckley School 1989 — 1991
High School
Amherst College
Amherst College
Amherst College
Harshil Javeri Harshil Javeri's SSI Investment Management Experience September 2015 - Present
Job Associate at SSIInvestment Management
Industry Financial Services
Experience
SSI Investment Management September 2015 - Present
City of Riverside March 2014 - January 2015
City of Riverside January 2014 - February 2014
FBLA-PBL May 2012 - June 2013
Sunnymead Middle School December 2011 - June 2013
H & D Easy Cash, Inc. October 2010 - January 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Social Media, Public Speaking, Photoshop, English, Windows, Outlook, HTML, Financial Analysis, Team Leadership, Java, Event Planning, Accounting, SQL, Leadership, Social Networking, Data Analysis
Education
University of California, Riverside 2011 — 2013
Bachelor of Science (B.S.) in Business Adminstration, concentration Finance, Business Administration, Finance
SSI Investment Management September 2015 - Present
City of Riverside March 2014 - January 2015
City of Riverside January 2014 - February 2014
FBLA-PBL May 2012 - June 2013
Sunnymead Middle School December 2011 - June 2013
H & D Easy Cash, Inc. October 2010 - January 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Social Media, Public Speaking, Photoshop, English, Windows, Outlook, HTML, Financial Analysis, Team Leadership, Java, Event Planning, Accounting, SQL, Leadership, Social Networking, Data Analysis
Education
University of California, Riverside 2011 — 2013
Bachelor of Science (B.S.) in Business Adminstration, concentration Finance, Business Administration, Finance
Katherine Green Katherine Green's SSI Investment Management Experience June 2006 - September 2006
Job Director at The Content Collective
Industry Marketing and Advertising
Experience
The Content Collective February 2015 - Present
Universal McCann October 2013 - February 2015
Universal McCann April 2011 - September 2013
Universal McCann January 2011 - April 2011
Universal McCann July 2009 - January 2011
Universal McCann June 2008 - July 2009
Source Communications January 2008 - June 2008
SSI Investment Management June 2006 - September 2006
BWR Public Relations June 2005 - August 2005
Skills
Media Planning, Television, Integrated Marketing, Marketing, Sponsorship, Market Research, Public Relations, New Media, Press Releases, Advertising, Media Strategy, Digital Media, B2B, Marketing Communications, Entertainment, Facebook, Digital Strategy, Event Management, Mobile Marketing
Education
University of California, San Diego 2004 — 2008
Bachelor of Science (B.S.), Management Science
The Content Collective February 2015 - Present
Universal McCann October 2013 - February 2015
Universal McCann April 2011 - September 2013
Universal McCann January 2011 - April 2011
Universal McCann July 2009 - January 2011
Universal McCann June 2008 - July 2009
Source Communications January 2008 - June 2008
SSI Investment Management June 2006 - September 2006
BWR Public Relations June 2005 - August 2005
Skills
Media Planning, Television, Integrated Marketing, Marketing, Sponsorship, Market Research, Public Relations, New Media, Press Releases, Advertising, Media Strategy, Digital Media, B2B, Marketing Communications, Entertainment, Facebook, Digital Strategy, Event Management, Mobile Marketing
Education
University of California, San Diego 2004 — 2008
Bachelor of Science (B.S.), Management Science
Susie Tucker Susie Tucker's SSI Investment Management Experience February 2001 - October 2004
Job Executive Administrator at Tallwave
Industry Executive Office
Experience
Tallwave June 2015 - Present
Tucker Virtual Assistants, LLC August 2014 - Present
Stella & Dot 2010 - Present
G/O Digital December 2014 - May 2015
DMB Associates, Inc. February 2006 - July 2014
SSI Investment Management February 2001 - October 2004
Escient 1999 - 2000
Woodard Emhardt Naughton Moriarty & McNett October 1992 - June 1999
Woodard Emhardt October 1992 - June 1999
Skills
Event Planning, Scheduling, Customer Service, Fundraising, Office Administration, Administrative..., Event Management, Office Management, Calendaring, Microsoft Excel, Calendars, Outlook, Microsoft Office, Confidentiality, Teamwork, Travel Arrangements, PowerPoint, Executive Support, Microsoft Word, Process Scheduler, Public Relations, Community Outreach, Team Building, Marketing, Nonprofits, Real Estate, Budgets, Social Networking, Facebook, Administration, Social Media, Training
Education
Oakland Community College 1991 — 1991
Business Administration and Management, General
Rushville Consolidated High School
Tallwave June 2015 - Present
Tucker Virtual Assistants, LLC August 2014 - Present
Stella & Dot 2010 - Present
G/O Digital December 2014 - May 2015
DMB Associates, Inc. February 2006 - July 2014
SSI Investment Management February 2001 - October 2004
Escient 1999 - 2000
Woodard Emhardt Naughton Moriarty & McNett October 1992 - June 1999
Woodard Emhardt October 1992 - June 1999
Skills
Event Planning, Scheduling, Customer Service, Fundraising, Office Administration, Administrative..., Event Management, Office Management, Calendaring, Microsoft Excel, Calendars, Outlook, Microsoft Office, Confidentiality, Teamwork, Travel Arrangements, PowerPoint, Executive Support, Microsoft Word, Process Scheduler, Public Relations, Community Outreach, Team Building, Marketing, Nonprofits, Real Estate, Budgets, Social Networking, Facebook, Administration, Social Media, Training
Education
Oakland Community College 1991 — 1991
Business Administration and Management, General
Rushville Consolidated High School
James Kowal's SSI Investment Management Experience September 2015 - Present
Job Vice President at SSI Investment Management
Industry Investment Management
Experience
SSI Investment Management September 2015 - Present
SSI Investment Management September 2014 - September 2015
SSI Investment Management February 2014 - August 2014
Global Student Experience 2011 - 2013
Global Student Experience 2004 - 2013
Skills
Social Media, Higher Education, Nonprofits, Spanish, Entrepreneurship, Marketing, Social Media Marketing, Marketing Strategy, PowerPoint, Event Planning, Microsoft Office, Microsoft Excel, SEO, Email Marketing, Business Strategy, E-commerce, Student Affairs, Start-ups, Public Speaking, Sales, Sales Management, Direct Sales
Education
University of California, Irvine 2000 — 2004
Bachelor of Arts (B.A.), Economics
SSI Investment Management September 2015 - Present
SSI Investment Management September 2014 - September 2015
SSI Investment Management February 2014 - August 2014
Global Student Experience 2011 - 2013
Global Student Experience 2004 - 2013
Skills
Social Media, Higher Education, Nonprofits, Spanish, Entrepreneurship, Marketing, Social Media Marketing, Marketing Strategy, PowerPoint, Event Planning, Microsoft Office, Microsoft Excel, SEO, Email Marketing, Business Strategy, E-commerce, Student Affairs, Start-ups, Public Speaking, Sales, Sales Management, Direct Sales
Education
University of California, Irvine 2000 — 2004
Bachelor of Arts (B.A.), Economics
Ethan Ganz Ethan Ganz's SSI Investment Management Experience March 2009 - Present
Job Associate Portfolio Manager at SSI Investment Management
Industry Investment Management
Experience
SSI Investment Management March 2009 - Present
Froley, Revy Investment Co. January 2004 - February 2009
Skills
Alternative Investments, Hedge Funds, Bloomberg, Equities, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Investment Management, Trading, Convertible Bonds, Convertible Securities, Options, Asset Managment, Valuation, Securities, Derivatives, Bonds, Capital Markets, Asset Management
Education
Pomona College 1999 — 2003
Bachelor's Degree, Politics
SSI Investment Management March 2009 - Present
Froley, Revy Investment Co. January 2004 - February 2009
Skills
Alternative Investments, Hedge Funds, Bloomberg, Equities, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Investment Management, Trading, Convertible Bonds, Convertible Securities, Options, Asset Managment, Valuation, Securities, Derivatives, Bonds, Capital Markets, Asset Management
Education
Pomona College 1999 — 2003
Bachelor's Degree, Politics
Peter Hwang's SSI Investment Management Experience June 2011 - February 2015
Job DoubleLine Group LP
Industry Investment Management
Experience
DoubleLine Group LP February 2015 - Present
SSI Investment Management June 2011 - February 2015
PAAMCO (Pacific Alternative Asset Management Company) February 2008 - July 2011
Skills
Fixed Income, Equities, Hedge Funds, Bloomberg, Finance, Futures Trading, Pricing Analysis, Cash Flow Forecasting, FX Swaps, Equity Swaps, Equity Trading, Excel, Forwards, Microsoft Excel, Fund Of Funds
Education
University of California, Irvine - The Paul Merage School of Business 2003 — 2007
B.A., Economics, Accounting
Sacred Heart Cathedral Prep
DoubleLine Group LP February 2015 - Present
SSI Investment Management June 2011 - February 2015
PAAMCO (Pacific Alternative Asset Management Company) February 2008 - July 2011
Skills
Fixed Income, Equities, Hedge Funds, Bloomberg, Finance, Futures Trading, Pricing Analysis, Cash Flow Forecasting, FX Swaps, Equity Swaps, Equity Trading, Excel, Forwards, Microsoft Excel, Fund Of Funds
Education
University of California, Irvine - The Paul Merage School of Business 2003 — 2007
B.A., Economics, Accounting
Sacred Heart Cathedral Prep
Michael Hendifar, CFA Michael Hendifar, CFA's SSI Investment Management Experience June 2009 - January 2015
Job Corporate Finance and Accounting
Industry Investment Management
Experience
SSI Investment Management June 2009 - January 2015
AllianceBernstein March 2009 - July 2009
Froley, Revy Investment Co. 2007 - 2009
Skills
Bloomberg Terminal, Convertible Bonds, Bloomberg, Fixed Income, Alternative Investments, Investments, Portfolio Management, Derivatives, Financial Modeling, Financial Analysis, Capital Markets, Equity Research, Investment Management, Trading
Education
University of Miami 2004 — 2006
BS, Finance
SSI Investment Management June 2009 - January 2015
AllianceBernstein March 2009 - July 2009
Froley, Revy Investment Co. 2007 - 2009
Skills
Bloomberg Terminal, Convertible Bonds, Bloomberg, Fixed Income, Alternative Investments, Investments, Portfolio Management, Derivatives, Financial Modeling, Financial Analysis, Capital Markets, Equity Research, Investment Management, Trading
Education
University of Miami 2004 — 2006
BS, Finance
Rachelle Meredith's SSI Investment Management Experience November 2003 - July 2007
Job Director of Development and Strategic Priorities at USC Annenberg Innovation Lab
Industry Education Management
Experience
USC Annenberg Innovation Lab January 2012 - Present
University of Southern California November 2009 - January 2012
Perella Weinberg Partners July 2007 - August 2009
SSI Investment Management November 2003 - July 2007
Merrill Lynch Investment Managers September 1999 - November 2003
Skills
Marketing Strategy, Branding & Identity, Brand Development, Brand Implementation, Sales Management, Client Relations, Client Development, Creative Writing
Education
University of Southern California 1995 — 1999
BA, Journalism
USC Annenberg Innovation Lab January 2012 - Present
University of Southern California November 2009 - January 2012
Perella Weinberg Partners July 2007 - August 2009
SSI Investment Management November 2003 - July 2007
Merrill Lynch Investment Managers September 1999 - November 2003
Skills
Marketing Strategy, Branding & Identity, Brand Development, Brand Implementation, Sales Management, Client Relations, Client Development, Creative Writing
Education
University of Southern California 1995 — 1999
BA, Journalism
Lana Brkic's SSI Investment Management Experience March 2012 - Present
Job Executive Assistant to CEO
Industry Investment Management
Experience
SSI Investment Management March 2012 - Present
Bluefish September 2011 - March 2012
Tomaro Design Build July 2010 - June 2011
Francois & Co September 2008 - May 2010
Wolfgang's Steakhouse May 2008 - September 2008
FENDI Casa May 2007 - May 2008
Barcley Butera Home July 2006 - February 2007
Flambro Imports, Inc June 2005 - July 2006
Mid City Cuisine March 2003 - July 2006
Central Gwinnett High School January 2005 - June 2005
Skills
CRM, Sales, Management, Retail, Sales Operations, Customer Service, Training, Time Management, Trade Shows, Program Management, Spanish, Access, Furniture, QuickBooks, Marketing, Employee Training, Microsoft Office, Microsoft Excel, Business Development, Negotiation, Microsoft Word, Sales Management, Social Media, Space-planning, Account Management, Analysis, AutoCAD, Contract Negotiation, Event Management, Interior Design, Event Planning, New Business Development, Space planning, Marketing Strategy
Education
Georgia State University 2000 — 2005
BA Spanish/Finance, International Business/Trade/Commerce
Georgia State UniversityMay-2005 2000 — 2005
Bachelor of Arts, Spanish and
SSI Investment Management March 2012 - Present
Bluefish September 2011 - March 2012
Tomaro Design Build July 2010 - June 2011
Francois & Co September 2008 - May 2010
Wolfgang's Steakhouse May 2008 - September 2008
FENDI Casa May 2007 - May 2008
Barcley Butera Home July 2006 - February 2007
Flambro Imports, Inc June 2005 - July 2006
Mid City Cuisine March 2003 - July 2006
Central Gwinnett High School January 2005 - June 2005
Skills
CRM, Sales, Management, Retail, Sales Operations, Customer Service, Training, Time Management, Trade Shows, Program Management, Spanish, Access, Furniture, QuickBooks, Marketing, Employee Training, Microsoft Office, Microsoft Excel, Business Development, Negotiation, Microsoft Word, Sales Management, Social Media, Space-planning, Account Management, Analysis, AutoCAD, Contract Negotiation, Event Management, Interior Design, Event Planning, New Business Development, Space planning, Marketing Strategy
Education
Georgia State University 2000 — 2005
BA Spanish/Finance, International Business/Trade/Commerce
Georgia State UniversityMay-2005 2000 — 2005
Bachelor of Arts, Spanish and
Asif Baksh's SSI Investment Management Experience 2003 - 2005
Job
Industry Banking
Experience
Fairway Independent Mortgage Corporation January 2013 - Present
Fairway Independent Mortgage Corporation January 2012 - January 2013
Bank of America June 2005 - January 2012
SSI Investment Management 2003 - 2005
Skills
Mortgage Banking, Credit, Mortgage Lending, Loans, Credit Analysis, Banking, Mortgage Servicing, Financial Analysis, MBS, Risk Management, Capital Markets, Valuation, Credit Risk, Securitization, Real Estate, Real Estate Economics, Hedging, Interest Rate Risk..., Trading, Accounting, Financial Risk, Pricing, Finance, Loss Mitigation, Financial Modeling, Portfolio Management, Residential Mortgages, Rates, Loan Servicing, Negotiation, Loan Origination, Refinance, Underwriting, Secondary Market, Real Estate Financing, Structured Finance, Bonds, Securities, Financial Structuring
Education
University of California, San Diego 1998 — 2003
BS, Economics, Management Science
Fairway Independent Mortgage Corporation January 2013 - Present
Fairway Independent Mortgage Corporation January 2012 - January 2013
Bank of America June 2005 - January 2012
SSI Investment Management 2003 - 2005
Skills
Mortgage Banking, Credit, Mortgage Lending, Loans, Credit Analysis, Banking, Mortgage Servicing, Financial Analysis, MBS, Risk Management, Capital Markets, Valuation, Credit Risk, Securitization, Real Estate, Real Estate Economics, Hedging, Interest Rate Risk..., Trading, Accounting, Financial Risk, Pricing, Finance, Loss Mitigation, Financial Modeling, Portfolio Management, Residential Mortgages, Rates, Loan Servicing, Negotiation, Loan Origination, Refinance, Underwriting, Secondary Market, Real Estate Financing, Structured Finance, Bonds, Securities, Financial Structuring
Education
University of California, San Diego 1998 — 2003
BS, Economics, Management Science
Jeff Streitel's SSI Investment Management Experience March 2009 - June 2009
Job
Industry Financial Services
Experience
Bank of America May 2014 - Present
Bank of America July 2013 - May 2014
Bank of America July 2012 - June 2013
Bank of America June 2011 - July 2012
Bank of America June 2010 - August 2010
SSI Investment Management March 2009 - June 2009
Froley, Revy Investment Co. August 2005 - March 2009
Froley, Revy Investment Co. August 2004 - August 2005
The Candace Lake Agency August 2003 - July 2004
Skills
Financial Modeling, Analytics, Financial Analysis, Access, Microsoft Excel, Risk Management, Portfolio Management, Trading, Investments, Investment Strategies, Equities, Business Strategy, Cost Accounting, Data Modeling, Relational Databases, Convertible Bonds, Excel, VBA, Program Management, Bloomberg, Process Improvement, Capacity Management, Strategic Financial..., WordPress
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Syracuse University 2002 — 2004
MA
Penn State University 1998 — 2002
BS
Bank of America May 2014 - Present
Bank of America July 2013 - May 2014
Bank of America July 2012 - June 2013
Bank of America June 2011 - July 2012
Bank of America June 2010 - August 2010
SSI Investment Management March 2009 - June 2009
Froley, Revy Investment Co. August 2005 - March 2009
Froley, Revy Investment Co. August 2004 - August 2005
The Candace Lake Agency August 2003 - July 2004
Skills
Financial Modeling, Analytics, Financial Analysis, Access, Microsoft Excel, Risk Management, Portfolio Management, Trading, Investments, Investment Strategies, Equities, Business Strategy, Cost Accounting, Data Modeling, Relational Databases, Convertible Bonds, Excel, VBA, Program Management, Bloomberg, Process Improvement, Capacity Management, Strategic Financial..., WordPress
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Syracuse University 2002 — 2004
MA
Penn State University 1998 — 2002
BS
Blake Altshuler's SSI Investment Management Experience March 2002 - July 2005
Job Senior Architectural Professional at Skidmore Owings & Merrill LLP (SOM)
Industry Architecture & Planning
Experience
Skidmore Owings & Merrill LLP (SOM) February 2011 - Present
Asymptote Architecture September 2009 - February 2011
Iwamoto Scott Architecture July 2008 - September 2009
Stantec June 2007 - April 2008
Interstice Architects May 2006 - August 2006
SSI Investment Management March 2002 - July 2005
Morgan Stanley April 2001 - March 2002
Skills
Rhino, Architectural Design, Architecture, Model Making, Design Research, Rendering, Submittals, Sustainable Design
Education
California College of the Arts 2005 — 2008
Master of Architecture
University of California, Santa Cruz 1997 — 2001
Bachelor of Arts, Mathematics
Skidmore Owings & Merrill LLP (SOM) February 2011 - Present
Asymptote Architecture September 2009 - February 2011
Iwamoto Scott Architecture July 2008 - September 2009
Stantec June 2007 - April 2008
Interstice Architects May 2006 - August 2006
SSI Investment Management March 2002 - July 2005
Morgan Stanley April 2001 - March 2002
Skills
Rhino, Architectural Design, Architecture, Model Making, Design Research, Rendering, Submittals, Sustainable Design
Education
California College of the Arts 2005 — 2008
Master of Architecture
University of California, Santa Cruz 1997 — 2001
Bachelor of Arts, Mathematics
Maria L. Ruiz's SSI Investment Management Experience December 2011 - Present
Job at
Industry Financial Services
Experience
SSI Investment Management December 2011 - Present
SSI Investment Management December 2011 - Present
KPMG LLP October 2007 - December 2011
Grant Thornton November 2004 - September 2007
Pearlson Weiner LLP September 2002 - October 2004
Skills
GAAP, SEC filings, US GAAP, CPA, Sarbanes-Oxley Act, Accounting, Internal Controls, External Audit, Big 4, Assurance, Consolidation, Revenue Recognition, Sarbanes-Oxley, Auditing, Financial Analysis, Due Diligence, Financial Accounting, Private Equity, Financial Reporting, IFRS, SEC Filings
Education
City University of New York-Baruch College 2000 — 2002
Bachelor of Science (B.S.), Accounting
SSI Investment Management December 2011 - Present
SSI Investment Management December 2011 - Present
KPMG LLP October 2007 - December 2011
Grant Thornton November 2004 - September 2007
Pearlson Weiner LLP September 2002 - October 2004
Skills
GAAP, SEC filings, US GAAP, CPA, Sarbanes-Oxley Act, Accounting, Internal Controls, External Audit, Big 4, Assurance, Consolidation, Revenue Recognition, Sarbanes-Oxley, Auditing, Financial Analysis, Due Diligence, Financial Accounting, Private Equity, Financial Reporting, IFRS, SEC Filings
Education
City University of New York-Baruch College 2000 — 2002
Bachelor of Science (B.S.), Accounting
Tony Lee, CFA's SSI Investment Management Experience October 2004 - October 2005
Job Associate Director at First Quadrant
Industry Investment Management
Experience
First Quadrant 2005 - Present
SSI Investment Management October 2004 - October 2005
Amgen 1999 - 2002
Education
University of Southern California - Marshall School of Business 2002 — 2004
Master of Business Administration (MBA)
University of California, Los Angeles 1997 — 1998
MS, Organic Chemistry
University of California, Los Angeles 1994 — 1998
BS, Biochemistry
First Quadrant 2005 - Present
SSI Investment Management October 2004 - October 2005
Amgen 1999 - 2002
Education
University of Southern California - Marshall School of Business 2002 — 2004
Master of Business Administration (MBA)
University of California, Los Angeles 1997 — 1998
MS, Organic Chemistry
University of California, Los Angeles 1994 — 1998
BS, Biochemistry
Jeffrey Vicuna's SSI Investment Management Experience May 2010 - July 2011
Job Assistant Audit Manager at Las Vegas Sands Corp.
Industry Accounting
Experience
Las Vegas Sands Corp. April 2013 - Present
United States Army Reserve March 1999 - Present
KPMG LLP August 2011 - April 2013
SSI Investment Management May 2010 - July 2011
Smart and Final May 2006 - May 2010
Smart and Final April 2004 - May 2006
Directors Guild of America - Producer Pension and Health Plans May 2001 - April 2004
Skills
Internal Audit, Bloomberg, Project Management, Analysis, Microsoft Office, Sarbanes-Oxley Act, Accounting, Finance, Segregation of Duties, Process Improvement, Auditing, Financial Reporting, Internal Controls, Risk Management, Management, Sarbanes-Oxley
Education
University of Southern California 1996 — 2002
Bachelor's degree, Economics
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.), Finance
Las Vegas Sands Corp. April 2013 - Present
United States Army Reserve March 1999 - Present
KPMG LLP August 2011 - April 2013
SSI Investment Management May 2010 - July 2011
Smart and Final May 2006 - May 2010
Smart and Final April 2004 - May 2006
Directors Guild of America - Producer Pension and Health Plans May 2001 - April 2004
Skills
Internal Audit, Bloomberg, Project Management, Analysis, Microsoft Office, Sarbanes-Oxley Act, Accounting, Finance, Segregation of Duties, Process Improvement, Auditing, Financial Reporting, Internal Controls, Risk Management, Management, Sarbanes-Oxley
Education
University of Southern California 1996 — 2002
Bachelor's degree, Economics
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.), Finance
Tony C Lin's SSI Investment Management Experience May 2006 - May 2008
Job Business Analyst at First Quadrant
Industry Financial Services
Experience
First Quadrant February 2014 - Present
First Quadrant January 2012 - February 2014
First Quadrant June 2008 - December 2011
SSI Investment Management May 2006 - May 2008
Capco 2001 - 2005
Dalton Investments 2003 - 2004
Fisher Investments 1998 - 2001
Quick & Reilly 1998 - 1998
Skills
Hedge Funds, Portfolio Management, Equities, Management, Accounting, Investments, Asset Management, Investment Management, Alternative Investments, Bloomberg, Derivatives, Fixed Income
Education
University of California, San Diego 1995 — 1998
BA, Economics with a Minor in Regional Specialization in Asia
Cupertino HS 1989 — 1993
First Quadrant February 2014 - Present
First Quadrant January 2012 - February 2014
First Quadrant June 2008 - December 2011
SSI Investment Management May 2006 - May 2008
Capco 2001 - 2005
Dalton Investments 2003 - 2004
Fisher Investments 1998 - 2001
Quick & Reilly 1998 - 1998
Skills
Hedge Funds, Portfolio Management, Equities, Management, Accounting, Investments, Asset Management, Investment Management, Alternative Investments, Bloomberg, Derivatives, Fixed Income
Education
University of California, San Diego 1995 — 1998
BA, Economics with a Minor in Regional Specialization in Asia
Cupertino HS 1989 — 1993
Richard Barnett's SSI Investment Management Experience January 1996 - May 1999
Job Investment Management Executive
Industry Investment Management
Experience
Northern Trust April 2002 - Present
City National Investments January 2000 - April 2002
California Bank and Trust June 1999 - December 1999
SSI Investment Management January 1996 - May 1999
CFA Society of Los Angeles 1998 - 1999
Capital Management Sciences November 1994 - January 1996
Leland O'Brien Rubinstein Associates December 1988 - November 1994
Skills
Asset Allocation, Equities, Portfolio Management, Investments, Private Wealth..., Investment Advisory, Wealth Management, Bloomberg, High Net Worth..., Risk Management, Alternative Investments, Hedge Funds, Asset Management, Financial Modeling, Investment Banking, Mutual Funds, Wealth Management..., Fixed Income, Investment Management, Capital Markets, Finance, Bonds, Hedging, Investment Strategies, Banking, Options, Institutional..., Fund Of Funds, Securities, Equity Research, ETFs, Financial Markets, Derivatives, Series 7, Chartered Financial..., Trading, Equity Valuation, Private Equity
Education
University of California, Irvine - The Paul Merage School of Business 1981 — 1983
MBA, Finance
Claremont McKenna College 1975 — 1979
BA, Economics and Psychology
Northern Trust April 2002 - Present
City National Investments January 2000 - April 2002
California Bank and Trust June 1999 - December 1999
SSI Investment Management January 1996 - May 1999
CFA Society of Los Angeles 1998 - 1999
Capital Management Sciences November 1994 - January 1996
Leland O'Brien Rubinstein Associates December 1988 - November 1994
Skills
Asset Allocation, Equities, Portfolio Management, Investments, Private Wealth..., Investment Advisory, Wealth Management, Bloomberg, High Net Worth..., Risk Management, Alternative Investments, Hedge Funds, Asset Management, Financial Modeling, Investment Banking, Mutual Funds, Wealth Management..., Fixed Income, Investment Management, Capital Markets, Finance, Bonds, Hedging, Investment Strategies, Banking, Options, Institutional..., Fund Of Funds, Securities, Equity Research, ETFs, Financial Markets, Derivatives, Series 7, Chartered Financial..., Trading, Equity Valuation, Private Equity
Education
University of California, Irvine - The Paul Merage School of Business 1981 — 1983
MBA, Finance
Claremont McKenna College 1975 — 1979
BA, Economics and Psychology
Sandra Incontro's SSI Investment Management Experience January 1998 - January 2000
Job Principal, Managing Director at Aristotle Capital Management, LLC
Industry Investment Management
Experience
Aristotle Capital Management, LLC March 2013 - Present
Metropolitan West Capital Management, LLC January 2002 - March 2013
Strong Capital Management January 2000 - January 2002
SSI Investment Management January 1998 - January 2000
Wilshire Associates October 1993 - January 1998
Skills
Mergers & Acquisitions, Investments, Mutual Funds, Asset Management, Hedge Funds, Investment Strategies, Fixed Income, Equities, Investment Management, Portfolio Management, Wealth Management, Asset Managment, Securities
Education
Thunderbird School of Global Management 1990 — 1991
MBA, International Finance/Spanish
University of Southern California 1986 — 1990
BA, Spanish
University of Southern California 1986 — 1990
BS, International Finance
Menomonee Falls High School
Aristotle Capital Management, LLC March 2013 - Present
Metropolitan West Capital Management, LLC January 2002 - March 2013
Strong Capital Management January 2000 - January 2002
SSI Investment Management January 1998 - January 2000
Wilshire Associates October 1993 - January 1998
Skills
Mergers & Acquisitions, Investments, Mutual Funds, Asset Management, Hedge Funds, Investment Strategies, Fixed Income, Equities, Investment Management, Portfolio Management, Wealth Management, Asset Managment, Securities
Education
Thunderbird School of Global Management 1990 — 1991
MBA, International Finance/Spanish
University of Southern California 1986 — 1990
BA, Spanish
University of Southern California 1986 — 1990
BS, International Finance
Menomonee Falls High School
Angela Woo, CPA's SSI Investment Management Experience October 2011 - Present
Job Sr. Associate Accounting
Industry Investment Management
Experience
SSI Investment Management October 2011 - Present
Nuveen Investments 2005 - 2011
Skills
Portfolio Management, Asset Allocation, Investment Management, Asset Management, Mutual Funds, Equities, Alternative Investments, Bloomberg, Investments, Hedge Funds
Education
UC Santa Barbara
B.A., Psychology
SSI Investment Management October 2011 - Present
Nuveen Investments 2005 - 2011
Skills
Portfolio Management, Asset Allocation, Investment Management, Asset Management, Mutual Funds, Equities, Alternative Investments, Bloomberg, Investments, Hedge Funds
Education
UC Santa Barbara
B.A., Psychology
Martin Sheinbein's SSI Investment Management Experience May 2011 - August 2011
Job Managing Partner at Legion Finance, LLC
Industry Real Estate
Experience
Legion Finance, LLC June 2015 - Present
Legion Capital, LLC April 2015 - Present
Mesa Lane Partners July 2014 - May 2015
RobertDouglas September 2013 - August 2014
BlackRock August 2012 - August 2013
SSI Investment Management May 2011 - August 2011
Pinnacle Realty Investments May 2010 - August 2010
Skills
Financial Modeling, Fixed Income, Valuation, Equities, Portfolio Management, Investments, Derivatives, Financial Risk, Trading, Mutual Funds, Investment Management
Education
Cornell University 2008 — 2012
Bachelor of Science (BS), Hospitality Administration/Management
Legion Finance, LLC June 2015 - Present
Legion Capital, LLC April 2015 - Present
Mesa Lane Partners July 2014 - May 2015
RobertDouglas September 2013 - August 2014
BlackRock August 2012 - August 2013
SSI Investment Management May 2011 - August 2011
Pinnacle Realty Investments May 2010 - August 2010
Skills
Financial Modeling, Fixed Income, Valuation, Equities, Portfolio Management, Investments, Derivatives, Financial Risk, Trading, Mutual Funds, Investment Management
Education
Cornell University 2008 — 2012
Bachelor of Science (BS), Hospitality Administration/Management
Ilya Kisin's SSI Investment Management Experience June 2013 - Present
Job Operations Associate
Industry Investment Management
Experience
SSI Investment Management June 2013 - Present
Western Asset Management November 2007 - October 2011
Skills
Fixed Income, Operations Management, Account Reconciliation, Bloomberg, Microsoft Excel, Equities, Economics, Microsoft Office
Education
Creighton University 2009 — 2012
MS, Security Analysis
Miami University 2002 — 2005
Bachelor of Science (BS), Accounting
Miami University 2002 — 2005
Bachelor of Science (BS), Finance and Financial Management Services
SSI Investment Management June 2013 - Present
Western Asset Management November 2007 - October 2011
Skills
Fixed Income, Operations Management, Account Reconciliation, Bloomberg, Microsoft Excel, Equities, Economics, Microsoft Office
Education
Creighton University 2009 — 2012
MS, Security Analysis
Miami University 2002 — 2005
Bachelor of Science (BS), Accounting
Miami University 2002 — 2005
Bachelor of Science (BS), Finance and Financial Management Services
Helen Moseley's SSI Investment Management Experience January 1999 - June 2001
Job Financial Services Professional
Industry Financial Services
Experience
Coast Asset Management February 2007 - January 2009
DARRELL MIERS, Entrepreneur July 2005 - January 2007
Palmeri Fund Administrators January 2003 - December 2004
SSI Investment Management January 1999 - June 2001
Education
University of California, Riverside
B.S., Economics
Coast Asset Management February 2007 - January 2009
DARRELL MIERS, Entrepreneur July 2005 - January 2007
Palmeri Fund Administrators January 2003 - December 2004
SSI Investment Management January 1999 - June 2001
Education
University of California, Riverside
B.S., Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY