Symphony Asset Management
Industry: Company
DescriptionFounded: 1994 Parent organization: Nuveen Subsidiary: NetNet Ventures
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Symphony Asset Management Employees
Merian Ventures, LLC 2014 - Present
Prologis November 1997 - Present
Resultant Capital Partners August 2010 - June 2012
Symphony Asset Management February 1994 - June 2009
Wells Fargo Nikko Investment Advisors Ltd, London January 1984 - December 1994
University of California, Berkeley, Haas School of Business January 1979 - January 1984
Skills
Investments, Equities, Alternative Investments, Private Equity, Hedge Funds, Asset Management, Portfolio Management
Education
University of Chicago 1974 — 1980
Doctor of Philosophy (PhD), Finance, Mathematical Economics
The University of Chicago 1974 — 1977
Master of Business Administration (MBA), Finance
Georgia Institute of Technology 1967 — 1971
Bachelor of Science (BS), Industrial Management
Symphony Asset Management October 2013 - Present
Gabriela Suazo Photography January 2000 - Present
Organic, Inc./Omnicom (Parent Company to Organic) October 2009 - August 2013
Piper Jaffray May 2009 - October 2009
Pixar Animation Studios February 2009 - April 2009
Amyris Biotechnologies January 2008 - December 2008
Franklin Bowles Galleries July 1997 - December 2007
Skills
Graphic Design, Art Direction, Graphics, Photography, Illustration, Adobe Creative Suite, InDesign, Corporate Identity, Design Management, Branding Development, Print Production..., Marketing Strategy, Project Management, Book and Catalog Design, Information Design, Event Planning, Collateral, Creative Direction, Online Advertising, Advertising
Education
Rutgers University
Bachelor of Arts, Majors in English Literature and History
UC Berkeley Extension
Coursework in Design
Symphony Asset Management October 2010 - Present
Northwestern University September 2013 - August 2015
AXA Rosenberg June 2008 - October 2010
AXA Rosenberg January 2007 - May 2008
AXA Rosenberg June 2002 - December 2006
AXA Rosenberg March 2000 - May 2002
Mizuho International October 1997 - March 2000
Education
Northwestern University
MS, Information Systems
University of Durham
MBA, Business Administration
King's College London
BA, War Studies
Symphony Asset Management February 2015 - Present
Antilles Capital LLC August 2013 - December 2014
FinAnalytica January 2013 - December 2013
International Alliance Associates February 2013 - July 2013
FinAnalytica Inc May 2012 - August 2012
Panasonic Semiconductor, Singapore June 2008 - January 2012
Panasonic Semiconductor, Japan December 2006 - June 2008
Nanyang Technological University May 2006 - July 2006
Skills
Matlab, C++, C, Microsoft Office, Visual Basic Application, SAS, Cadence, Monte Carlo Simulation, R, Java, Bloomberg, SQL, Portfolio Management, Risk Management, Trading Strategies, Equity Derivatives, cust, VBA, Derivatives, Quantitative Analytics, Statistics, Quantitative Finance, Time Series Analysis, Bloomberg Terminal, Financial Modeling, Fixed Income, Equities
Education
Stony Brook University 2012 — 2013
Master of Science (MSc), Quantitative Finance, 3.6
Nanyang Technological University 2003 — 2006
Bachelor of Engineering (BEng), Electrical and Electronics Engineering, First Class Honor
Singapore Polytechnic 1998 — 2001
Diploma (Merit), Electrical and Electronics Engineering, Distinction
Uncorrelated, LLC January 2013 - Present
Top Hedge Fund Investors and Foundation and Endowment Investing January 2008 - September 2013
Institutional Investor December 2011 - August 2012
Concordia Advisors September 2010 - November 2011
Markets Media Endowment and Foundation Symposium/Magazine July 2009 - January 2010
Institutional Investment Expert April 2008 - July 2009
Alternative Asset Managers, L.P. (AAM) December 2005 - April 2008
Symphony Asset Management May 2002 - May 2005
Wofex May 2000 - May 2001
Financial Services Organizations August 1995 - May 2000
Skills
Alternative Investments, Hedge Funds, Asset Managment, Investor Relations, Investment Strategies, Capital Markets, Investment Management, Endowments, Foundations, Endowment&FoundationInve..., Hedging, Start-ups, Institutional, Options, Asset Management, Institutional..., Marketing Strategy, Marketing, Relationship Management, Funding, Investment Advisory, Financial Services, Fund Of Funds, Leadership, Equity Research, Venture Capital, Due Diligence, Finance, Bonds, Pensions, Pension Funds, Governance, Business Development, ETFs, Securities, Bloomberg, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1988 — 1989
MBA
Franklin and Marshall College 1978 — 1982
A.B.
Symphony Asset Management 1994 - 2008
Barra 1990 - 1994
Skills
Equity Research, Equities, Hedge Funds, Alternative Investments, Bloomberg, Derivatives
Education
Golden Gate University
Groupe Insearch January 2015 - Present
Symphony Asset Management August 2013 - October 2014
Skills
French Language..., Microsoft Office, Microsoft Word, WealthEngine, JSTOR, Blackboard, Customer Service, Cashiering, Sales, Grant Writing, Donor Research, Social Media, Event Planning, Travel, Research, Writing, Datamyne, Google Analytics, Community Outreach, Blogging, Hootsuite, Google Calendar, Google Docs, Social Networking, Press Releases, Spanish, Entrepreneurship, Agricultural Policy, Project Management
Education
Boston University 2009 — 2013
Bachelor of Arts (B.A.), International Relations, Cum Laude
Université de Grenoble 2012 — 2012
Miramonte High School 2005 — 2009
Symphony Asset Management 2014 - Present
Jefferies & Co 2011 - 2014
Skills
Financial Modeling, Equity Research, Financial Analysis, Valuation, Equities, Investments, Asset Managment, Due Diligence, Corporate Finance, Portfolio Management, Hedge Funds, DCF, Alternative Investments
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.)
CFA Institute
Chartered Financial Analyst
IdenTrust, Inc. part of HID Global January 2014 - Present
Grosvenor August 2007 - January 2014
Text 100 August 2006 - March 2007
Symphony Asset Management May 2001 - May 2005
Skills
Payroll, Benefits, Performance Management, Recruiting, Employee Relations, Employee Benefits, Deferred Compensation, Talent Management, Talent Acquisition, Employee Engagement, PeopleSoft, HRIS, Onboarding, HR Policies, Interviews, Human Resources, Sourcing, Benefits Administration, Management, Strategic Planning, Personnel Management, Applicant Tracking..., Budgets, Customer Service, Succession Planning
Education
University of California, Berkeley 1994 — 1999
B.A., English Literature, Minor: Business Administration
UCB Extention
UCB Extention
Relypsa, Inc. June 2014 - Present
Storm8 February 2013 - June 2014
Seagate Technology February 2012 - November 2012
Symphony Asset Management September 2010 - February 2012
Burr Pilger Mayer November 2005 - August 2010
American Savings Bank 2005 - 2005
Skills
Revenue Recognition, SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Reporting, GAAP, Accounting, Auditing, Financial Statements, Account Reconciliation, Consolidation, External Audit, Finance, Fixed Assets, Variance Analysis
Education
University of Hawaii - Shidler College of Business 2002 — 2003
MAcc, Accounting
University of Hawaii - Shidler College of Business 1996 — 2001
MIS, Management Information Systems
Charles Schwab May 2011 - Present
Symphony Asset Management November 2010 - May 2011
SF Sentry - Cypress Management August 2006 - July 2010
Symphony Asset Management April 2005 - July 2006
Barclays Capital July 2003 - December 2004
U.S. Trust August 2000 - June 2003
U.S. Trust March 1999 - August 2000
Schroder & Co. January 1998 - March 1999
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA
Rollins College 1993 — 1997
BA
Symphony Asset Management April 2012 - Present
Grant Thornton LLP September 2010 - April 2012
Huron Consulting Group January 2009 - September 2010
Huron Consulting Group May 2008 - August 2008
The Boeing Company May 2007 - August 2007
Skills
Financial Modeling, Valuation, Hedge Funds, Alternative Investments, Asset Management, Investment Management, Institutional Sales, Business Valuation, Equity Valuation, Financial Reporting, Venture Capital, Derivatives, Fixed Income
Education
University of Notre Dame - Mendoza College of Business
Bachelors of Business Administation
University of Limerick
Apartment List June 2015 - Present
Apartment List November 2014 - Present
Apartment List April 2014 - November 2014
Apartment List May 2013 - April 2014
Symphony Asset Management February 2013 - May 2013
Symphony Asset Management February 2012 - February 2013
The Dentist's Choice June 2011 - January 2012
UCSB University Center Post Office October 2009 - June 2011
Santa Barbara International Film Festival October 2010 - February 2011
Human Resources Club 2009 - 2011
Skills
MS Office tools, Peachtree, Filemaker Pro, Outlook, Excel, Word, Concur, Workspeed, PeopleSoft, Microsoft Excel, Microsoft Office, Microsoft Word, QuickBooks, Office Management, Access, Invoicing, Fundraising, Event Planning
Education
University of California, Santa Barbara 2007 — 2011
BA, Sociology
University of California, Santa Barbara
Bachelor's degree, Sociology
Symphony Asset Management June 2015 - Present
PEAK6 Investments LP August 2013 - June 2015
Principal Financial Group January 2013 - August 2013
University of Iowa Krause Fund January 2012 - May 2012
Skills
Data Integrity, PnL, SQL, Options, Option Exchange Fees, Market Structure, Financial Modeling, Microsoft Excel, Account Reconciliation, Portia, Fund Accounting, Research, Bloomberg, Settlement, Process Improvement
Education
University of Iowa 2007 — 2012
B.S. Economics, B.S. Mathematics
Crystal Lake Central High School
Eastdil Secured June 2014 - Present
Allianz Real Estate of America May 2013 - August 2013
SunTrust Investment Services June 2010 - June 2012
Kroll, Inc September 2008 - May 2009
Symphony Asset Management June 2007 - August 2007
Skills
Investment Advisory, Mutual Funds, Morningstar Direct, Asset Allocation, Argus Modeling, Asset Management, Valuation, Portfolio Management, Investments, Alternative Investments, Financial Modeling, Investment Management
Education
UNC Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA)
University of Virginia 2004 — 2008
BA, Commerce-Finance/Marketing
Fuller & Thaler Asset Management August 2010 - Present
Symphony Asset Management May 2007 - August 2010
Pacific Investment Management Company February 2006 - April 2007
PIMCO 2006 - 2007
Prudential Capital Group July 2002 - January 2006
Honeywell International 1995 - 2000
Honeywell-Measurex 1995 - 2000
Measurex (now Honeywell) 1995 - 2000
Measurex 1995 - 2000
Hercules 1993 - 1995
Skills
Business Development, Strategic Marketing, Product Specialist, Hedge Funds, Asset Management, Equities, Fixed Income, Investor Relations, Alternative Investments, Investments, Fund Of Funds, Private Equity, Series 7, Capital Markets, Investment Strategies, Mutual Funds, Investment Advisory, Credit, Financial Markets, Bonds, Structuring, Asset Managment
Education
CFA Institute 2002 — 2004
CFA, Chartered Financial Analyst
Kellogg School of Management 2000 — 2002
MBA, Finance and Accounting
North Carolina State University 1988 — 1993
BS, Chemical Engineering, Pulp and Paper Science and Technology
Harvard University June 2013 - Present
Harvard-Smithsonian Center for Astrophysics February 2013 - June 2013
Smithsonian Institution April 2012 - February 2013
Harvard University May 2011 - April 2012
Simmons College 2009 - 2011
Harvard University March 2010 - July 2010
CNN September 2009 - December 2009
Mechanics' Institute Library April 2008 - November 2008
OgilvyOne October 2007 - April 2008
Symphony Asset Management January 2007 - October 2007
Skills
Library, Metadata, Library Science, Cataloging, Digital Libraries, Research, Information Literacy, Metadata Standards, Social Media, Digitization, Drupal, Dreamweaver, Digital Preservation, Museums, Archives, Special Collections, Photoshop, FileMaker, WordPress, Books, Aleph ILS, Dublin Core, Illustrator, Software, Tableau, Millenium, METS, MODS, PREMIS, CSS, HTML, Database Scripting, OpenRefine, JavaScript, Data Visualization, Libraries, Management, Public Speaking, Exhibit Preparation, Teaching
Education
Simmons College 2009 — 2011
MSLIS, Library and Information Science, Archives
University of California, Los Angeles 2003 — 2006
BA, History
The TCW Group June 2015 - Present
Diversified Credit Investments April 2013 - April 2015
Public Sector Credit Solutions May 2012 - 2014
Symphony Asset Management November 2012 - February 2013
SuccessFactors July 2012 - November 2012
Moody's Analytics September 2010 - June 2012
Moody's Analytics August 2009 - September 2010
Coast Asset Management, LLC January 2008 - March 2009
Countrywide 2005 - 2006
Skills
Financial Modeling, Fixed Income, VBA, Data Analysis, Financial Analysis, Bloomberg, Structured Finance, Valuation, ABS, Bonds, Programming, Cash Flow, Software Project..., Java, Microsoft SQL Server, Git, Tableau, System Deployment, Quantitative Analytics, Hedge Funds, Analysis, Business Analysis, Equities, Finance, Portfolio Management, SQL, Financial Services, Quality Assurance, JavaScript, SQL Tuning, Maven
Education
UCLA 2005 — 2009
Bachelor of Arts, Economics
University of California, Los Angeles 2005 — 2009
ba, economics
Metabiota Executive AssistantSYPartnersMay 2011 - March 2015
New Zealand Ministry of Justice January 2011 - March 2011
Symphony Asset Management February 2008 - October 2010
Skills
Editing, Executive Support, Microsoft Excel, Administrative..., Office Management, Microsoft Office, Research, Travel Arrangements, Calendaring, Executive..., Strategic Planning
Education
University of California, Santa Barbara 2003 — 2007
BA, English, Italian
Università di Bologna / University of Bologna 2005 — 2006
Vector Capital January 2015 - Present
Symphony Asset Management March 2014 - January 2015
Ironwood Capital Management September 2009 - March 2014
Skills
Alternative Investments, Portfolio Management, Bloomberg, Hedge Funds, Fund Of Funds, Investments, Mutual Funds, Equities, Fund Accounting, Financial Analysis, Private Equity, Valuation, Financial Modeling, Asset Management
Education
University of California, Berkeley
Bachelor, Economics and Accounting
Symphony Asset Management October 2013 - Present
Fisher Investments July 2010 - September 2013
Fisher Investments July 2008 - July 2010
Fisher Investments May 2006 - July 2008
Fisher Investments March 2005 - June 2006
Fisher Investments April 2002 - March 2005
Answerthink Consulting 1999 - 2001
Skills
Client Service, Writing, People Management, Research, Investment Strategies, Equities, Asset Management, Securities, Financial Services, Asset Managment, Alternative Investments, Asset Allocation, Financial Analysis, Leadership, Management, Portfolio Management, Client Services, Hedge Funds, Mutual Funds
Education
Boston College 1995 — 1999
BA, History, International Studies
The Lawrenceville School 1991 — 1995
Symphony Asset Management February 2012 - Present
UBS Investment Bank July 2010 - February 2012
UBS Investment Bank June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Economics / Concentration in Finance
First Republic Bank June 2014 - Present
Symphony Asset Management April 2014 - May 2014
Morgan Stanley Wealth Management October 2013 - March 2014
JPMorgan Chase April 2009 - October 2013
Education
Southern New Hampshire University 2014 — 2016
Master of Science in Finance
University of California, Davis
Bachelor of Science, Managerial Economics
Skyline College
Business Management
Symphony Asset Management December 2013 - Present
Legacy Asset Servicing August 2010 - November 2013
SHIN BBQ 2008 - 2010
Skills
Loans, Social Media Marketing, Start-ups, Customer Service, Product Development, Microsoft Excel, Event Management, Event Planning, Public Speaking, Microsoft Word, Microsoft Office, Japanese, Entertainment, English, Strategic Planning, Marketing, Banking, Analysis, Marketing Strategy, Sales
Education
California State University-Northridge
BS, Marketing
Moreau Catholic High School
Nishimachi International School
TAYO Literary Magazine March 2014 - Present
Epsilon March 2014 - Present
Kevin Davis Insurance Services September 2013 - February 2014
Trop July 2013 - January 2014
Community Arts Partnership Summer Arts Program July 2012 - July 2013
California Institute of the Arts September 2012 - May 2013
CalArts Eye January 2012 - May 2013
Black Clock - CalArts September 2011 - May 2013
California Institute of the Arts January 2011 - May 2013
Symphony Asset Management June 2010 - August 2011
Skills
Copy Editing, Text Editing, Blogging, Publishing, Online Research, Public Speaking, Creative Writing, Transcribing, Teaching Writing, Event Planning, Calendar Management, Expense Reports, Annotation, Travel Planning, Office Administration, Production Assistance, Radio Host, Editorial, Customer Service, Editing, Books, Magazines, Fiction, Poetry, Proofreading, Short Stories, Literature, Storytelling, Publications, English Literature
Education
California Institute of the Arts 2011 — 2013
Master of Fine Arts (MFA), Creative Writing
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (B.A.), American Literature (United States)
Hall Capital Partners LLC December 2013 - Present
Hall Capital Partners LLC December 2010 - December 2013
Hall Capital Partners LLC March 2008 - December 2010
Symphony Asset Management October 2006 - March 2008
Education
The George Washington University
Bachelor of Arts (BA), International Affairs
Symphony Asset Management June 2009 - Present
Symphony Asset Management June 2005 - June 2009
Barclays Global Investors 2001 - 2004
Barclays Global Investors 1999 - 2001
Brown Brothers Harriman 1998 - 1998
Spear Leeds & Kellogg 1997 - 1997
Skills
Hedge Funds, Asset Management, Alternative Investments, Equities, Fixed Income, Investments, Securities, Mutual Funds, Derivatives, Bonds, Valuation, Due Diligence, Series 7, Prime Brokerage, Middle Office, Trading Systems, Loans
Education
Bryant University 1995 — 1999
Bachelor's degree, Finance & Computer Information Systems
Royal Bank of Canada September 2007 - Present
Loomis Sayles June 2006 - August 2006
Symphony Asset Management August 2003 - August 2005
Robertson Stephens September 1999 - July 2003
Skills
Financial Modeling, Excel, Financial Analysis, Equity Research, Investments, Equities, Valuation, Equity Valuation, Financial Markets, Securities, Real Estate, DCF, Capital Markets, Research, Forecasting
Education
Indiana University - Kelley School of Business 2005 — 2007
MBA, Finance - Accounting
University of California, Riverside 1998 — 1999
B.S., Finance
Cambridge Associates April 2012 - May 2013
The Mergis Group June 2011 - April 2012
Indiana University September 2009 - May 2011
Symphony Asset Management November 2006 - November 2009
Symphony Asset Management November 2006 - August 2007
Starlet Inc. September 2005 - October 2006
Skills
Applicant Tracking..., Business Development, College Recruiting, Internet Recruiting, Interviews, Management, Onboarding, Payroll, Recruiting, Sourcing, Talent Acquisition, Training, PeopleSoft, Project Planning, Operations Management, Marketing, Customer Service, Technical Recruiting, Budgets, Time Management
Education
St. Mary's College of California 2001 — 2005
Major: Business Administration, Minor: Accounting
FutureAdvisor - Investment Management for Everyone (We're Hiring!) March 2015 - Present
BlackRock August 2013 - Present
Orange Value Fund August 2011 - May 2014
iShares June 2012 - August 2012
Symphony Asset Management June 2010 - August 2011
Skills
Microsoft Office, Financial Analysis, Mutual Funds, Investments, Strategy, Hedge Funds, Data Analysis, Financial Modeling, Capital Markets, Capital IQ, Microsoft Excel, Corporate Finance, Bloomberg Terminal, Equity Research, Bloomberg, ETFs, Fixed Income, PowerPoint, Public Speaking, Social Media
Education
Sotheby's 2013 — 2013
Summer Study, Arts and Its Markets
Syracuse University 2009 — 2013
BS, Finance, Accounting
Santa Catalina 2007 — 2009
Fitch, Inc. 2010 - Present
Midway Capital Research & Management, LLC 2008 - 2010
Buffettologist.com 2008 - 2010
Morningstar 2004 - 2008
Symphony Asset Management January 2001 - June 2003
Barclays Global Investors October 1998 - January 2000
Skills
Research, Valuation, Portfolio Management, Capital Markets, Fixed Income, Business Development, Hedge Funds, Equities, Analysis, Leadership, Alternative Investments, Asset Managment, Investments, Investment Strategies, Investment Management, Financial Modeling, Economics, Financial Services, Equity Research, Financial Analysis, Asset Management, Asset Allocation, Private Equity
Education
Columbia University 2007 — 2007
Executive Education, Investing
University of Notre Dame 2002 — 2004
MBA
Santa Clara University 1994 — 1998
BS, Economics
Burlingame High School
Conifer Securities March 2011 - Present
Citco Fund Services December 2010 - February 2011
Symphony Asset Management March 2010 - December 2010
Avenue Capital October 2006 - March 2009
Ernst & Young LLP August 2004 - October 2006
Skills
Accounting, Hedge Funds, Middle Office, Operations Management, Back Office, Hedge Accounting, Alternative Investments, Distressed Debt, Advent Geneva, Advent Partner, Financial Accounting, Due Diligence, Advent, Auditing
Education
University of Scranton 2001 — 2003
MBA, Accounting & MIS
Gujarat University 1999 — 2001
M.Com, Accounting and Auditing
TPG Capital November 2014 - Present
Ascend Capital March 2010 - November 2014
Symphony Asset Management 2005 - 2009
Trek Capital Management LLC 2002 - 2005
Firsthand Capital Management 2000 - 2002
Sutro & Co. 1999 - 2000
Merrill Lynch 1997 - 1999
Skills
Bloomberg, Hedge Funds, Equities, Proprietary Trading, Investments, Start-ups, Mutual Funds, Strategy, Prime Brokerage, Asset Allocation, Equity Trading, Settlement, Traders, Portfolio Management, Financial Risk, Currency, Corporate Actions, Securities Lending, Finance, Back Office, Accounting, Alternative Investments, Options, Financial Markets, Asset Management, Trading, Trading Systems, Electronic Trading, Fixed Income
Education
University of California, Santa Barbara
BA
Amherst Holdings October 2011 - July 2013
Logistics 2020, Inc January 2011 - July 2011
Symphony Asset Management November 2005 - July 2010
The Mills Corporation March 2003 - June 2005
Brown, Dakes, Wannall & Maxfield August 1999 - October 2002
Education
James Madison University 1994 — 1999
James Madison University 1994 — 1999
BBA, Accounting
Symphony Asset Management April 2011 - Present
PEAK6 Investments LP August 2009 - March 2011
Piper Jaffray December 2003 - November 2009
Stafford Trading September 1999 - May 2002
Education
California Polytechnic State University-San Luis Obispo 1994 — 1998
Symphony Asset Management April 2011 - Present
Bank of New York Mellon 1999 - 2003
Bankers Trust 1992 - 1999
Drexel Burnham Lambert 1986 - 1990
Marine Midland Bank 1984 - 1986
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Equities, Capital Markets, High Yield, Bonds, Asset Management, Securities, Mergers & Acquisitions, Trading, Investments, Investment Banking, Bloomberg, Credit Derivatives, Private Equity, Structured Products, Fund Of Funds, Derivatives, Leveraged Finance, Portfolio Management, Financial Markets, Investment Management, Investment Strategies, Valuation, Structured Finance, Equity Research, Investor Relations, Mutual Funds, Emerging Markets, Asset Allocation, Financial Modeling, Equity Valuation, Wealth Management, Equity Derivatives, CDO, Financial Structuring, ABS, Special Situations, LBO, Series 7
Education
University of California, Los Angeles 1979 — 1982
BA, Business Economics
Ocean Township High School 1974 — 1978
Independent Consultant October 2009 - Present
Carlson School of Management May 2007 - January 2010
Symphony Asset Management April 2006 - February 2007
Levi Strauss & Co. October 2005 - March 2006
Carlson School of Management May 2001 - October 2005
Education
University of Minnesota - Carlson School of Management 1999 — 2003
Bachelors of Science in Business, Marketing
University of Minnesota-Twin Cities 1999 — 2003
Symphony Asset Management May 2013 - Present
GK Medical Management February 2012 - April 2013
SMC Option Management, Chicago Board of Options Exchange July 2009 - January 2012
Ziv Investment Company, Chicago Board of Trade October 2008 - February 2009
Skills
Quantitative Finance, VBA, Bloomberg, Matlab, Fixed Income, C++, Options, SQL, Statistics, Java, Chinese, Trading, Access, Excel, Risk, Risk Management, English, Trading Systems, C, C#, Derivatives, Programming, Databases, Financial Modeling, Visual Basic, Quantitative Analysis, Equities, Analysis, Mandarin, Windows, Microsoft Office, Software Development, Optimization, Valuation
Education
Illinois Institute of Technology Stuart School of Business 2007 — 2009
Masters, Mathematics Finance
Nanjing University of Posts and Telecommunications 2003 — 2007
B.S, Computer Science
Symphony Asset Management December 2011 - Present
CommonWealth Opportunity Capital July 2010 - November 2011
Jones Day October 2009 - June 2010
Falcon Management Corporation September 2005 - May 2009
Symphony Asset Management November 2003 - May 2005
Education
Fordham University School of Law 2005 — 2009
Juris Doctor
Georgetown University 1999 — 2003
B.A., English Literature (Hons.)
Symphony Asset Management Wealth Management InternMorgan StanleyFebruary 2007 - June 2007
Skills
Fixed Income, Structured Products, Cash Flow Forecasting, CLO, CDO, Derivatives, Microsoft Excel, IRR, Advent, Real Estate, Bloomberg, Axys, Structured Fina, Leveraged Finance, Leveraged Lending, Valuation, Alternative Investments, DCF, Equities, Fund Of Funds, Hedge Funds
Education
University of California, Berkeley, Haas School of Business 2003 — 2007
Universitat de Barcelona 2005 — 2006
Education Abroad
CalSTRS August 2014 - Present
State of California March 2013 - March 2014
Teleplan International November 2007 - March 2013
Arden Hills Resort Club & Spa November 2005 - November 2007
Oracle 2003 - 2004
Symphony Asset Management 2000 - 2001
Haines Recruitment Advertising 1996 - 1999
Skills
Financial Reporting, Sarbanes-Oxley Act, Process Improvement, Financial Analysis, Budgets, Accounting, Forecasting, Financial Accounting, Internal Controls, Managerial Finance, Auditing
Education
University of California, Davis 1991 — 1995
BA, Psychology & Economics
Pacific Grove Capital October 2015 - Present
Symphony Asset Management March 2013 - September 2015
Symphony Asset Management August 2008 - February 2013
State Street October 2007 - August 2008
Acclarent July 2007 - October 2007
Skills
Bloomberg, Hedge Funds, Alternative Investments, Microsoft Excel, Asset Management, Fund Accounting, Mutual Funds
Education
University of California, Berkeley 2003 — 2007
BA, Economics
Woodside Priory 1999 — 2003
Symphony Asset Management May 2011 - Present
Ernst & Young February 2009 - May 2011
Duff & Phelps October 2007 - January 2009
Skills
Financial Engineering, Fixed Income, Bloomberg, Quantitative Finance, Financial Modeling, Structured Products, Derivatives, Credit Derivatives, Equity Derivatives, Hedge Funds
Education
Boston University 2006 — 2007
Master's, Mathematical Finance
Panepistimion Makedonias 2001 — 2006
Bachelor's, Economics
Leipzig University 2004 — 2004
Transfer Student, Economics
Symphony Asset Management June 2010 - Present
DB Advisors April 2008 - June 2010
Bear Stearns May 2002 - November 2007
Skills
Equities, Trading Systems, Investments, Hedge Funds, Investment Strategies, Alternative Investments, Fixed Income, Investment Management, Strategy, Mutual Funds, Asset Allocation, Portfolio Management, Capital Markets, Securities, Asset Management, Bloomberg, Derivatives, Trading
Education
University of California, Berkeley 1984 — 1987
BS, Business Administration
Symphony Asset Management October 2013 - Present
Citco Fund Services January 2012 - October 2013
Citco Fund Services January 2009 - December 2011
Citco Fund Services February 2007 - December 2008
Skills
Fund Accounting, Fund Administration, Financial Reporting, Private Equity
Education
University of California, Berkeley 2002 — 2006
BA, Economics
Symphony Asset Management March 2011 - Present
Symphony Asset Management October 2007 - March 2011
Education
Northwestern University 2012 — 2015
Master of Science (MS), Predictive Analytics
The American University in Cairo 2005 — 2007
Diploma, Completion of MA Coursework, International Relations
University of California, Berkeley 2001 — 2005
BA, Political Science
Symphony Asset Management June 2015 - Present
BasicValue Asset Management January 2014 - June 2015
Credit Suisse - Asset Management Finance LLC April 2010 - November 2012
Berkshire Capital Securities LLC July 2008 - April 2010
Equilar June 2007 - August 2007
Skills
Mergers & Acquisitions, Financial Analysis, Mergers, Investment Banking, Valuation, Private Equity, Financial Modeling, Hedge Funds, Due Diligence, Investments, Corporate Finance, LBO, Bloomberg, Alternative Investments, Equities, Data Analysis, Microsoft Excel, powerpoint, Microsoft Office
Education
Harvard University 2004 — 2008
BA, Economics
St. Ignatius College Preparatory 2000 — 2004
Partner Fund Management February 2013 - Present
Passport Capital July 2008 - November 2012
Symphony Asset Management 2006 - 2008
Marin Capital July 2003 - July 2005
Skills
Hedge Funds, Fund Of Funds, Bloomberg, Alternative Investments, Equities, Investments, Valuation, Fixed Income, Asset Managment, Mutual Funds, Derivatives, Financial Analysis, Investment Management, Fund Administration, Investment Banking
Education
Lehigh University 1994 — 1998
BS, Accounting
Portsmouth Abbey School 1991 — 1994
Symphony Asset Management July 2011 - Present
Symphony Financial Partners 2008 - February 2011
Edgewood Center 2004 - 2011
JLSF 1993 - 2011
AIMSE 2005 - 2010
Victory Capital Management 2003 - 2007
Dresdner RCM Global Investors 1998 - 2002
Education
University of California, Santa Barbara
Reliance Financial Group September 2015 - Present
Busy Bees July 2011 - Present
Symphony Asset Management August 2009 - June 2011
Symphony Asset Management December 2007 - May 2008
Symphony Asset Management January 2005 - December 2006
Symphony Asset Management January 2004 - December 2004
Symphony Asset Management January 1998 - December 2003
Volpe Brown Whelan & Company May 1996 - December 1997
Volpe Brown Whelan & Company May 1995 - May 1996
EGM Capital January 1994 - May 1995
Skills
Business Strategy, investment banking, Portfolio Management, Sales and marketing, Equities, Investor Relations, Hedge Funds, Alternative Investments, Investments, Investment Banking, Asset Management, Strategy
Education
University of Arizona 1989 — 2003
Bachelor of Arts, Economics and Political Science
Bellarmine College Preparatory 1985 — 1989
North Highland July 2014 - Present
Symphony Asset Management November 2010 - July 2014
Oliver Wyman August 2007 - October 2010
Skills
Financial Modeling, Private Equity, Quantitative Analytics, Business Strategy, Data Analysis, Financial Markets, Investment Banking, Corporate Finance, Hedge Funds, Valuation, Capital Markets, Fixed Income, Bloomberg, Alternative Investments
Education
Duke University 2003 — 2007
BA, Physics
Symphony Asset Management September 2009 - Present
BlackRock April 2007 - April 2009
Arden Asset Management May 2003 - April 2007
Lazard Asset Management September 2000 - May 2003
Skills
Alternative Investments, Fund Of Funds, Marketing, Hedge Funds, Asset Management, Institutional..., Client Services, Investment Management
Education
Duke University 1996 — 2000
BA, Public Policy, Economics
Deerfield Academy 1993 — 1996
American School in London
Symphony Asset Management 2004 - Present
Symphony Asset Management December 2001 - December 2004
Skills
Hedge Funds, Capital Markets, Private Equity, Equities, Alternative Investments, Valuation, Fixed Income, Financial Modeling, Bloomberg, Investment Banking, Asset Management
Education
University of Alabama 1997 — 2001
Finance
Zendesk April 2015 - Present
Zendesk January 2014 - March 2015
Zendesk June 2013 - December 2013
CACEIS September 2012 - May 2013
Symphony Asset Management January 2011 - August 2012
Symphony Asset Management LLC July 2004 - 2011
National Chamber Foundation January 2004 - April 2004
Skills
Relationship Management, SaaS, Business Strategy, Equities, Alternative Investments, Financial Services, Fixed Income, Investments, CRM, Investor Relations, Product Marketing, Marketing Strategy, Research, Client Services, Project Coordination, Microsoft Office, Sales
Education
University of California, Davis 2000 — 2004
Bachelor of Science, Managerial Economics
Miller Russell Associates April 2014 - Present
Symphony Asset Management June 2009 - March 2014
Symphony Asset Management August 2007 - May 2009
Symphony Asset Management August 2005 - July 2007
Skills
Hedge Funds, Equities, Alternative Investments, Investments, Equity Valuation, Asset Management, Valuation, Financial Modeling, Bloomberg, Portfolio Management, Equity Research, Investment Management, Investment Banking, Trading, Fixed Income
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2013
Master of Business Administration (MBA)
Sciences Po Paris 2005 — 2005
Business and European Integration Program
University of Arizona
Business Administration, Finance, Accounting
Institute for American Universities (Aix-en-Provence, France) 2003 — 2003
TIAA-CREF June 2014 - Present
Independent Strategy and Marketing Consultant 2011 - May 2014
The Kenmar Group 2007 - 2011
Start Up Hedge Fund 2004 - 2005
Credit Suisse 2000 - 2004
Zweig-DiMenna Associates 1998 - 2000
Symphony Asset Management 1997 - 1998
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Management, Equities, Private Equity, Portfolio Management, Investor Relations, Investments, Strategy, Asset Allocation, Financial Services, Series 7, Fixed Income, FINRA, Capital Markets, Due Diligence, Venture Capital, Mutual Funds, Equity Research, Derivatives, Investment Management, Bloomberg, Investment Strategies, Financial Risk, Funding, Commodity, Securities, Options, Finance, Institutional..., Bonds, Emerging Markets, ETFs, Series 63, Start-ups, Financial Structuring, Asset Managment, Series 24
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Finance
University of Pennsylvania - The Wharton School
BS Economics, Marketing and Finance, cum laude
BlackRock January 2013 - Present
State Street June 2010 - January 2013
Partner Fund Management December 2009 - February 2010
Pomona Pitzer Water Polo 2006 - 2010
Symphony Asset Management May 2008 - July 2008
Morgan Stanley June 2007 - August 2007
Skills
Fund Accounting, Mutual Funds, Investments, Accounting, Fund Administration, Bloomberg, Hedge Funds, Corporate Actions, Fund Of Funds, Financial Reporting, Account Reconciliation, Financial Analysis, Microsoft Excel, SQL
Education
Pitzer College 2006 — 2010
B.A, Political Economy
Tribhuvan University of Nepal 2009 — 2009
Nepali Language and Studies
Tamalpais High School 2002 — 2006
High School Diploma
Symphony Asset Management 1994 - 2009
Wells Fargo Investment Advisors 1984 - 1994
Barclays Global Investors, N.A. (WFNIA) 1984 - 1994
Coopers & Lybrand 1977 - 1984
Education
McMaster University 1973 — 1977
Bachelor of Commerce (B.Com.), Accounting and Finance, Magna Cum Laude
Willkie Farr & Gallagher LLP May 2014 - August 2014
Warner Bros. Television May 2013 - August 2013
San Francisco District Attorney's Office May 2011 - August 2011
Johns Hopkins University August 2009 - May 2011
Johns Hopkins University August 2009 - May 2011
Global Industry Analysts, Inc. June 2010 - August 2010
MoSys June 2009 - August 2009
EdVenture Partners January 2009 - May 2009
Symphony Asset Management June 2008 - August 2008
Skills
Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Event Planning, Photoshop, Non-profits, Microsoft Word, Data Analysis, Editing, Nonprofits
Education
Columbia Law School 2012 — 2015
Law
The Johns Hopkins University 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Symphony Asset Management April 2013 - Present
Genesys December 2011 - February 2013
San Francisco Federal Credit Union August 2011 - December 2011
Skills
Accounting, Financial Analysis, Microsoft Excel, Access, Business Analysis
Education
San Francisco State University, College of Business 2010 — 2012
Business Administration, Finance
Symphony Asset Management April 2015 - Present
Citco Fund Services March 2011 - April 2015
Bridge Bank April 2010 - August 2010
Education
San Jose State University 2008 — 2010
B.S., Finance
Symphony Asset Management September 2015 - Present
Education
Swarthmore College
Bachelor of Arts (B.A.)
Symphony Asset Management
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Asset Management, Bloomberg, Derivatives, Investment Management, Fixed Income, Financial Modeling
Education
Gandhi Desai
Gandhi Desai
Imperial College London
Paddington college
First Hawaiian Bank 2011 - Present
Symphony Asset Management 2006 - 2010
Polaris Advisors 2002 - 2005
QED Capital LLC 2000 - 2002
Skills
Portfolio Management, Investments, Equities, Trading
Education
University of Pennsylvania 1996 — 2000
Bachelor's Degree
Punahou School 1983 — 1996
High School