STW Fixed Income Management

Industry: Company

Description

Founded: 1977 Parent organization: Schroder U.S. Holdings, Inc.

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STW Fixed Income Management Employees

Employee
Years
Job
Industry
Andrew Velez Andrew Velez New York, New York Details
Andrew Velez's STW Fixed Income Management Experience May 2011 - June 2014
Job Project Manager at Schroders
Industry Information Technology and Services
Experience
Schroders  September 2014 - Present
Sonos, Inc.   June 2014 - July 2014
STW Fixed Income Management   May 2011 - June 2014
Meggitt USA  April 2008 - May 2011
MGA Entertainment  September 2007 - April 2008
Carlisle Travel   January 2007 - July 2007
LoopNet  April 2002 - December 2006
Equitrac Corp   1999 - 2002

Skills
Project Management, Microsoft SQL Server, SharePoint, SQL, VMware, C#, ASP.NET, Web Applications, Crystal Reports, .NET, Java, Windows, Database Design, Software Development, Business Intelligence, Troubleshooting, Microsoft Exchange, JavaScript, Visual Studio, HTML, CSS, VMware Infrastructure, Programming, Exchange 2007, Actuate Reporting, JavaSE, Cisco routing and..., Microsoft Project Server, Microsoft Project...

Education
Western Governors University   2013 — 2016
Bachelor's Degree, Information Technology - Security Emphasis

California State University-Long Beach   2003 — 2004
Computer Science

Long Beach City College   1998 — 2002
A.A., Computer Business Information Systems

Erin Dasher Erin Dasher New York, New York Details
Erin Dasher's STW Fixed Income Management Experience June 2006 - November 2013
Job Experienced Financial Services Executive and General Counsel
Industry Financial Services
Experience
STW Fixed Income Management   June 2006 - November 2013
Sheppard Mullin Richter & Hampton LLP  2004 - 2006
O'Melveny & Myers LLP   2001 - 2003

Skills
Corporate Governance, Corporate Law, Due Diligence, Joint Ventures, Legal Research, Licensing, Litigation, Mergers, Private Equity, Securities, Securities Regulation

Education
Cornell Law School
JD, Law, magna cum laude

Kathy Crook Kathy Crook Las Vegas, Nevada Area Details
Kathy Crook's STW Fixed Income Management Experience 1987 - 2004
Job I save faces with SeneGence Cosmetics & AntiAging Skin Care. Owner of Long Lasting Lipsall day lip color by LipSense.
Industry Cosmetics
Experience
Long Lasting Lips   August 2009 - Present
Absolute Closets and Cabinetry   2009 - Present
California Closets  2004 - 2009
STW Fixed Income Management   1987 - 2004

Skills
Small Business, Public Speaking, Entrepreneurship, Leadership, Renovation, Management, Space-planning

Education
Azusa Pacific University   1969 — 1974
BA, Psychology, Education

Ft. Miller Jr. High School

Bruce Kennedy Bruce Kennedy Santa Barbara, California Area Details
Bruce Kennedy's STW Fixed Income Management Experience April 1990 - May 1993
Job Owner, Starfish Partners LLC
Industry Financial Services
Experience
Starfish Partners LLC   February 2004 - March 2008
Provident Investment Counsel  September 1995 - March 2006
Bank of America Asset Management   June 1993 - August 1995
STW Fixed Income Management   April 1990 - May 1993
Goldman Sachs International  July 1987 - April 1990

Skills
Fixed Income, Mutual Funds, Municipal, Asset Management, Portfolio Management, Asset Managment

Education
Stanford University Graduate School of Business   1982 — 1984
Masters of Business Administration

University of California, Berkeley, Haas School of Business   1969 — 1973
B.S., Business Administration

Arnold Boecklin Arnold Boecklin Old Orchard Beach, Maine Details
Arnold Boecklin's STW Fixed Income Management Experience 1998 - 2003
Job Senior Interviewer at Anova Consulting Group
Industry Market Research
Experience
Anova Consulting Group  December 2011 - Present
STW Fixed Income Management   1998 - 2003
State Street Global Advisors  1993 - 1997
William M. Mercer Asset Planning, Inc.   1991 - 1993
Connecticut National Bank  1984 - 1991
Aetna  1964 - 1984

Education
Hanover College
Bachelor of Arts (B.A.), Business Administration and Management, General

Bernie Hughes Bernie Hughes Greater San Diego Area Details
Bernie Hughes's STW Fixed Income Management Experience April 2009 - September 2011
Job
Industry Financial Services
Experience
Dunham & Associates Investment Counsel, Inc.   September 2011 - Present
STW Fixed Income Management   April 2009 - September 2011
T. Rowe Price  August 2004 - February 2009
Allianz Global Investors (Formerly Nicholas-Applegate Capital Management)   August 1999 - November 2003
UVEST Investment Services   July 1998 - July 1999

Skills
Mutual Funds, Investment Strategies, Asset Allocation, Asset Managment, Investments, Fixed Income, Equities, Relationship Management, Investment Management, Marketing Communications, Marketing Strategy, Social Media Marketing, Corporate Communications, FINRA, Department Budgeting, Brand Management, Web Analytics, Business Strategy, Business Process..., Business Development, InDesign, Photoshop, Illustrator, Strategic Communications, SEO copywriting, Marketing Copy, Editing, RFP Design, Proposal Writing, Conference Design, Conference Production, Marketing Analytics, Institutional Investors, Institutional Sales, Personnel Management, Institutional..., Asset Management, Alternative Investments, Financial Services, Investment Advisory, Securities

Education
University of North Carolina at Charlotte
Bachelor of Science (B.S.)

Sonja Nelson Sonja Nelson Santa Barbara, California Details
Sonja Nelson's STW Fixed Income Management Experience 2002 - 2005
Job Legal Affairs Specialist, CenCal Health
Industry Nonprofit Organization Management
Experience
CenCal Health  October 2014 - Present
NALS Apartment Homes  2005 - August 2014
sbfilmaddicts.com   2009 - 2014
Santa Barbara International Film Festival  2009 - 2014
STW Fixed Income Management   2002 - 2005
Seed Mackall & Cole, LLP   1992 - 2002
Schramm & Raddue   1989 - 1992
Adams, Duque & Hazeltine   1988 - 1989
Lawler, Felix & Hall (merged with Arder Hadden)   1985 - 1988

Skills
Project Management, Leadership, Contract Negotiation, Non-profits, Research, Public Relations, Event Management, Real Estate Transactions, Real Estate Due..., 1031 Exchanges, Editing, Training, Legal Research, Legal Writing, Event Planning, Management, Public Speaking

Education
University of California, Santa Barbara   2004 — 2005
UCSB Extension Project Management Courses

University of West Los Angeles
Paralegal Certificates - Corporate and Litigation, Graduated with Honors

University of California, Santa Barbara
BA, Spanish, Graduated with Honors

Universitat de Barcelona
Spanish - summer study abroad program

Felicia K Liston Felicia K Liston Santa Barbara, California Details
Felicia K Liston's STW Fixed Income Management Experience 1992 - 1994
Job QA Engineer (AKA Darth QA) for lynda.com at LinkedIn
Industry Computer Software
Experience
LinkedIn  May 2015 - Present
LinkedIn  May 2015 - Present
lynda.com  August 2013 - May 2015
QAD Inc.  May 1996 - August 2012
STW Fixed Income Management   1992 - 1994
Advocacy Press   1991 - 1992
UIS Inc.   1989 - 1991
Putnam Investments  1986 - 1989

Skills
Quality Assurance, Testing, Software Quality..., SDLC, Enterprise Software, Test Planning, Software Project..., Agile Methodologies, QAD, Manual Testing, Software Documentation, System Testing, Databases, Software Development, Test Automation, JIRA, Test Management, Requirements Analysis, Project Management, Waterfall, Regression Testing, Scrum, Subversion, Citrix Metaframe, Internal Audit, Unix, Cross-functional Team..., Iso 9000, Analysis, QTP, Test Cases, Surgient VMware, Risk Management, A/B Testing, Conversion Optimization

Education
Mount Holyoke College   1981 — 1985
BA, Politics, French Studies

Mount Holyoke College   1981 — 1985
BA, Politics, French Studies

Andrew Chorlton, CFA Andrew Chorlton, CFA New York, New York Details
Andrew Chorlton, CFA's STW Fixed Income Management Experience April 2007 - April 2013
Job Head of US MultiSector Fixed Income, Schroders
Industry Investment Management
Experience
Schroder Investment Management North America Inc.   April 2007 - Present
STW Fixed Income Management   April 2007 - April 2013
AXA INVESTMENT MANAGERS  September 2001 - March 2007
Citibank  1997 - 2001

Skills
Credit, Fixed Income, Asset Managment, Portfolio Management, Investment Strategies, Investment Management, Investments, Derivatives, Capital Markets, Mutual Funds

Education
The University of Birmingham   1993 — 1997
Economics with Spanish

Universidad de Valladolid   1995 — 1996
ERASMUS, Economics

Karen Lindblad Karen Lindblad Santa Barbara, California Area Details
Karen Lindblad's STW Fixed Income Management Experience June 2000 - Present
Job Vice President
Industry Investment Management
Experience
STW Fixed Income Management   June 2000 - Present

Education
California Polytechnic State University-San Luis Obispo   1996 — 2000

Christine Wallace Christine Wallace Santa Barbara, California Area Details
Christine Wallace's STW Fixed Income Management Experience 2007 - March 2014
Job Experienced Compliance Professional
Industry Investment Management
Experience
PlanMember Services Corporation   February 2015 - Present
Summa Capital Management   October 2014 - January 2015
STW Fixed Income Management   2007 - March 2014
American Century Investments  1995 - 2007
Benham Capital Management Group   1985 - 1995
Benham Capital Management Group   1984 - 1985

Skills
Risk Assessment, Regulations, Internal Audit, Policy, Regulatory Requirements, Due Diligence, Process Improvement, Fraud, Governance, Corporate Governance, Compliance, Securities Regulation, AML, Change Management, Risk Management, Operational Risk, Business Analysis, Contract Management, Investment Management, Securities, Portfolio Management, Investments, Anti Money Laundering, Asset Management, Finance, Mutual Funds

Education
California State University-Hayward
Bachelor of Science (B.S.), Business Administration, Accounting

Tom McFaul Tom McFaul Santa Barbara, California Area Details
Tom McFaul's STW Fixed Income Management Experience 1998 - 2003
Job Sr. Business / Investment Analyst at WMD Asset Management
Industry Financial Services
Experience
WMD Asset Management  May 2014 - Present
QAD  December 2011 - May 2014
Mission Linen Supply  2010 - 2011
The Koffler Group   2009 - 2010
Clipper Windpower Development   2006 - 2009
Santa Barbara Alpha Strategies   2004 - 2005
STW Fixed Income Management   1998 - 2003

Skills
Advanced Excel, Access, SQL, Crystal Reports, Visual Basic, Visio, PowerPoint, Financial Modeling, Microsoft Excel, Forecasting, Analysis, Risk Management, Budgets, Cross-functional Team..., Strategic Planning, Business Planning, Process Improvement, Data Analysis, Project Planning, Financial Analysis, Financial Reporting, Project Management, Team Leadership, Six Sigma, Portfolio Management, SAP, Valuation, Business Process..., Business Analysis, Investments, ERP, Business Intelligence, Finance, Strategy, Mergers & Acquisitions, Business Strategy, Business Process

Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration, Finance

California State University-Northridge
Bachelor of Science, Electrical Engineering

Akiko McCoy Akiko McCoy Greater Los Angeles Area Details
Akiko McCoy's STW Fixed Income Management Experience March 2010 - May 2010
Job
Industry Investment Management
Experience
Ares Management  May 2010 - Present
STW Fixed Income Management   March 2010 - May 2010
Andor Capital Management  March 2006 - December 2008
Dimensional Fund Advisors  November 2004 - March 2006
Pequot Capital  January 1999 - March 2003

Skills
Securities, Equities, Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Private Equity

Education
Iona College
BA

Kathy Benet Kathy Benet Greater Seattle Area Details
Kathy Benet's STW Fixed Income Management Experience 1998 - 2000
Job Project Manager
Industry Marketing and Advertising
Experience
Wireless Advocates  October 2014 - February 2015
Strategic Edge Partners  February 2010 - July 2014
Mentor Corporation  February 2006 - November 2009
Platinum Insurance Marketing   November 2001 - January 2006
Sentinel Capital Management, Inc.   September 2000 - November 2001
STW Fixed Income Management   1998 - 2000
First Financial Resources  1995 - 1998

Skills
Microsoft Office, Contract Management, Project Management, Account Management, Strategic Planning, Team Leadership, Microsoft Excel, Process Improvement, Risk Management, PowerPoint, Product Launch, Marketing Strategy, Business Planning, Event Management, Online Advertising, Marketing, Global Marketing, Adobe Acrobat, Cross-functional Team..., Salesforce.com, Management, Online Marketing, Microsoft Word, Product Marketing, Project Planning, Visio, Insurance, Financial Reporting, MS Project, Event Planning, Marketing Communications, Sales, Training, Email Marketing, Social Media Marketing, Digital Marketing, Social Media, Strategy

Education
University of Hawaii at Manoa   1989 — 1992
International Business

Cherie Kollmann, CFA Cherie Kollmann, CFA Santa Barbara, California Area Details
Cherie Kollmann, CFA's STW Fixed Income Management Experience March 1993 - March 2011
Job Vice President, Settlements Manager at STW Fixed Income Management
Industry Investment Management
Experience
STW Fixed Income Management   March 1993 - March 2011
Sherson Lehman Brothers   1991 - 1993
Tucker Anthony Inc.  1988 - 1991

Skills
Portfolio Management, Asset Management, Fixed Income, Financial Reporting, Bloomberg, Microsoft Excel, Back Office, Bonds, Securities

Education
University of Massachusetts, Amherst

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