Symphony Asset Management

Industry: Company

Description

Founded: 1994 Parent organization: Nuveen Subsidiary: NetNet Ventures

Symphony Asset Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Symphony Asset Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Symphony Asset Management Salaries. You can even request information on how much does Symphony Asset Management pay if you want to. Learn about salaries, pros and cons of working for Symphony Asset Management directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

78 Symphony Asset Management employees in database. Find out everything there's to know about Symphony Asset Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Symphony Asset Management Employees

Employee
Years
Job
Industry
Jeffrey Skelton Jeffrey Skelton San Francisco, California Details
Jeffrey Skelton's Symphony Asset Management Experience February 1994 - June 2009
Job Partner, Merian Ventures, LLC
Industry Investment Management
Experience
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

Gabriela Suazo Gabriela Suazo San Francisco Bay Area Details
Gabriela Suazo's Symphony Asset Management Experience October 2013 - Present
Job Executive Assistant / Lifestyle Photographer
Industry Photography
Experience
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

Gabriel Schofield Gabriel Schofield San Francisco Bay Area Details
Gabriel Schofield's Symphony Asset Management Experience October 2010 - Present
Job Director of Application Development
Industry Investment Management
Experience
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

Chang Min (Leo) Chu Chang Min (Leo) Chu San Francisco Bay Area Details
Chang Min (Leo) Chu's Symphony Asset Management Experience February 2015 - Present
Job Quantitative Associate at Symphony Asset Management
Industry Investment Management
Experience
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

Cathleen Rittereiser Cathleen Rittereiser New York, New York Details
Cathleen Rittereiser's Symphony Asset Management Experience May 2002 - May 2005
Job Founder and CEO, Uncorrelated, LLC
Industry Investment Management
Experience
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.

Craig Carnathan Craig Carnathan San Francisco Bay Area Details
Craig Carnathan's Symphony Asset Management Experience 1994 - 2008
Job Investment Management Professional
Industry Investment Management
Experience
Symphony Asset Management   1994 - 2008
Barra  1990 - 1994

Skills
Equity Research, Equities, Hedge Funds, Alternative Investments, Bloomberg, Derivatives

Education
Golden Gate University

Natalie Romak Natalie Romak San Francisco Bay Area Details
Natalie Romak's Symphony Asset Management Experience August 2013 - October 2014
Job Placing top tier temp professionals with highperforming teams in the Bay Area
Industry Staffing and Recruiting
Experience
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

Martin Kemnec, CFA Martin Kemnec, CFA San Francisco Bay Area Details
Martin Kemnec, CFA's Symphony Asset Management Experience 2014 - Present
Job Equity Analyst at Symphony Asset Management
Industry Investment Management
Experience
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

Meredith (Rianda) Weber, PHR Meredith (Rianda) Weber, PHR San Francisco, California Details
Meredith (Rianda) Weber, PHR's Symphony Asset Management Experience May 2001 - May 2005
Job Human Resources Manager
Industry Information Technology and Services
Experience
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

William Cheung, CPA William Cheung, CPA San Francisco Bay Area Details
William Cheung, CPA's Symphony Asset Management Experience September 2010 - February 2012
Job Senior Accountant at Storm8
Industry Accounting
Experience
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

William Rockett William Rockett Greater New York City Area Details
William Rockett's Symphony Asset Management Experience November 2010 - May 2011
Job Managing Director at Charles Schwab
Industry Investment Management
Experience
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

Chris Leyva, CFA, CAIA Chris Leyva, CFA, CAIA San Francisco Bay Area Details
Chris Leyva, CFA, CAIA's Symphony Asset Management Experience April 2012 - Present
Job Client Service at Symphony Asset Management
Industry Financial Services
Experience
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

Jenna Pinedo Jenna Pinedo San Francisco, California Details
Jenna Pinedo's Symphony Asset Management Experience February 2013 - May 2013
Job Head of Event Marketing at Apartment List
Industry Internet
Experience
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

Jim Sdregas Jim Sdregas San Francisco, California Details
Jim Sdregas's Symphony Asset Management Experience June 2015 - Present
Job Trade Operations Specialist at Symphony Asset Management
Industry Capital Markets
Experience
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

Alex Spotswood Alex Spotswood San Francisco Bay Area Details
Alex Spotswood's Symphony Asset Management Experience June 2007 - August 2007
Job Associate at Eastdil Secured
Industry Real Estate
Experience
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

Ed Stubbins Ed Stubbins San Francisco Bay Area Details
Ed Stubbins's Symphony Asset Management Experience May 2007 - August 2010
Job Partner at Fuller & Thaler Asset Management
Industry Investment Management
Experience
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

Jacqueline J. Ford Jacqueline J. Ford Cambridge, Massachusetts Details
Jacqueline J. Ford's Symphony Asset Management Experience January 2007 - October 2007
Job Digital Projects / Serials Management
Industry Information Services
Experience
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

Charles Tian Charles Tian San Francisco Bay Area Details
Charles Tian's Symphony Asset Management Experience November 2012 - February 2013
Job Quantitative Data Developer
Industry Investment Management
Experience
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

Sarah Fihn Sarah Fihn San Francisco Bay Area Details
Sarah Fihn's Symphony Asset Management Experience February 2008 - October 2010
Job Executive Assistant at Metabiota
Industry Executive Office
Experience
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

Flora Xiong Flora Xiong San Francisco Bay Area Details
Flora Xiong's Symphony Asset Management Experience March 2014 - January 2015
Job Vector Capital
Industry Investment Management
Experience
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

Elizabeth Anathan (née Turner) Elizabeth Anathan (née Turner) San Francisco Bay Area Details
Elizabeth Anathan (née Turner)'s Symphony Asset Management Experience October 2013 - Present
Job Director of Client Services
Industry Investment Management
Experience
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

Eric Beckmann Eric Beckmann San Francisco, California Details
Eric Beckmann's Symphony Asset Management Experience February 2012 - Present
Job Investment Analyst at Symphony Asset Management
Industry Investment Management
Experience
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

Steven Cheah Steven Cheah San Francisco, California Details
Steven Cheah's Symphony Asset Management Experience April 2014 - May 2014
Job Accounts Analysis Associate at First Republic Bank
Industry Management Consulting
Experience
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

Lisa Hayman Lisa Hayman San Francisco, California Details
Lisa Hayman's Symphony Asset Management Experience December 2013 - Present
Job Symphony Asset Management Marketing Associate
Industry Investment Management
Experience
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

Amabel Poblador Amabel Poblador San Francisco Bay Area Details
Amabel Poblador's Symphony Asset Management Experience June 2010 - August 2011
Job Managing Editor at TAYO Literary Magazine
Industry Writing and Editing
Experience
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)

Jared Markson Jared Markson San Francisco Bay Area Details
Jared Markson's Symphony Asset Management Experience October 2006 - March 2008
Job Senior Relationship Manager at Hall Capital Partners LLC
Industry Investment Management
Experience
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

Mark Bellias Mark Bellias San Francisco, California Details
Mark Bellias's Symphony Asset Management Experience June 2009 - Present
Job Director of Operations at Symphony Asset Management
Industry Investment Management
Experience
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

Wes Golladay, CFA Wes Golladay, CFA Cleveland/Akron, Ohio Area Details
Wes Golladay, CFA's Symphony Asset Management Experience August 2003 - August 2005
Job Equity Research at RBC Capital Markets
Industry Investment Management
Experience
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

Sarah Zike Sarah Zike Washington D.C. Metro Area Details
Sarah Zike's Symphony Asset Management Experience November 2006 - November 2009
Job Recruiting/HR Associate at Cambridge Associates
Industry Financial Services
Experience
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

Sarah Rudolph Sarah Rudolph San Francisco Bay Area Details
Sarah Rudolph's Symphony Asset Management Experience June 2010 - August 2011
Job Client Service Specialist at FutureAdvisor Investment Management for Everyone (We're Hiring!)
Industry Financial Services
Experience
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

Justin Fuller, CFA Justin Fuller, CFA Greater Chicago Area Details
Justin Fuller, CFA's Symphony Asset Management Experience January 2001 - June 2003
Job
Industry Investment Management
Experience
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

Anuja Shroff Anuja Shroff San Francisco Bay Area Details
Anuja Shroff's Symphony Asset Management Experience March 2010 - December 2010
Job Operations Accountant
Industry Financial Services
Experience
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

Helen Kang Helen Kang San Francisco Bay Area Details
Helen Kang's Symphony Asset Management Experience 2005 - 2009
Job Senior TraderTPG Public Equity Group
Industry Investment Management
Experience
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

Sam Gallimore Sam Gallimore San Francisco Bay Area Details
Sam Gallimore's Symphony Asset Management Experience November 2005 - July 2010
Job Senior Accountant at Symphony Asset Management
Industry Investment Management
Experience
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

Chris Lai Chris Lai San Francisco Bay Area Details
Chris Lai's Symphony Asset Management Experience April 2011 - Present
Job Trader at Symphony Asset Management
Industry Investment Banking
Experience
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

Chris Harrison Chris Harrison Rumson, New Jersey Details
Chris Harrison's Symphony Asset Management Experience April 2011 - Present
Job Symphony Asset Mgt
Industry Financial Services
Experience
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

Holly Miller Freeman Holly Miller Freeman Greater Minneapolis-St. Paul Area Details
Holly Miller Freeman's Symphony Asset Management Experience April 2006 - February 2007
Job Marketing & Business Development Professional
Industry Marketing and Advertising
Experience
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

Yang Hong Yang Hong San Francisco Bay Area Details
Yang Hong's Symphony Asset Management Experience May 2013 - Present
Job CLO Database Analyst at Symphony Asset Management
Industry Financial Services
Experience
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

Gabriel Mass Gabriel Mass San Francisco, California Details
Gabriel Mass's Symphony Asset Management Experience December 2011 - Present
Job Analyst at Symphony Asset Management
Industry Financial Services
Experience
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.)

Aaron Deering, CFA Aaron Deering, CFA San Francisco Bay Area Details
Aaron Deering, CFA's Symphony Asset Management Experience Wealth Management InternMorgan StanleyFebruary 2007 - June 2007
Job Symphony Asset Management
Industry Financial Services
Experience
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

Kate Wallen Kate Wallen Sacramento, California Area Details
Kate Wallen's Symphony Asset Management Experience 2000 - 2001
Job Investment Officer at CalSTRS
Industry Information Technology and Services
Experience
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

Mark Simmons, CFA Mark Simmons, CFA San Francisco Bay Area Details
Mark Simmons, CFA's Symphony Asset Management Experience March 2013 - September 2015
Job Controller at Pacific Grove Capital
Industry Financial Services
Experience
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

Petros Karasakalidis, FRM Petros Karasakalidis, FRM San Francisco Bay Area Details
Petros Karasakalidis, FRM's Symphony Asset Management Experience May 2011 - Present
Job Structure Finance CLO Analyst at Symphony Asset Management
Industry Financial Services
Experience
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

Ross Sakamoto Ross Sakamoto San Francisco Bay Area Details
Ross Sakamoto's Symphony Asset Management Experience June 2010 - Present
Job CoHead of Equities at Symphony Asset Management
Industry Investment Management
Experience
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

Alice Ma Alice Ma San Francisco Bay Area Details
Alice Ma's Symphony Asset Management Experience October 2013 - Present
Job Symphony Asset Management
Industry Financial Services
Experience
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

Will Gilman Will Gilman San Francisco, California Details
Will Gilman's Symphony Asset Management Experience March 2011 - Present
Job Risk Analyst at Symphony Asset Management
Industry Financial Services
Experience
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

Shant Hagopian Shant Hagopian San Francisco Bay Area Details
Shant Hagopian's Symphony Asset Management Experience June 2015 - Present
Job Business Strategist at Symphony Asset Management
Industry Financial Services
Experience
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

Ryan Kern Ryan Kern San Francisco Bay Area Details
Ryan Kern's Symphony Asset Management Experience 2006 - 2008
Job Operations Analyst
Industry Investment Management
Experience
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

Cheryl King Cheryl King San Francisco Bay Area Details
Cheryl King's Symphony Asset Management Experience July 2011 - Present
Job Head of US Institutional Marketing at Symphony Asset Management
Industry Investment Management
Experience
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

Shannon Spotswood Shannon Spotswood Birmingham, Alabama Details
Shannon Spotswood's Symphony Asset Management Experience August 2009 - June 2011
Job Managing Director, Strategy & Business Development at Reliance Financial Group
Industry Financial Services
Experience
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

Thayer Moeller Thayer Moeller Charlotte, North Carolina Details
Thayer Moeller's Symphony Asset Management Experience November 2010 - July 2014
Job Manager at North Highland
Industry Financial Services
Experience
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

Lindsay Gruhl Lindsay Gruhl San Francisco Bay Area Details
Lindsay Gruhl's Symphony Asset Management Experience September 2009 - Present
Job Associate Director, Senior Relationship Manager
Industry Financial Services
Experience
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

Phillip Graf Phillip Graf San Francisco Bay Area Details
Phillip Graf's Symphony Asset Management Experience 2004 - Present
Job Analyst at Symphony Asset Management
Industry Investment Management
Experience
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

Erin Kennedy Erin Kennedy San Francisco, California Details
Erin Kennedy's Symphony Asset Management Experience January 2011 - August 2012
Job Enterprise Account Manager at Zendesk
Industry Computer Software
Experience
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

Eric Peterson, CFA Eric Peterson, CFA Phoenix, Arizona Details
Eric Peterson, CFA's Symphony Asset Management Experience June 2009 - March 2014
Job Senior Investment Analyst at Miller Russell Associates
Industry Investment Management
Experience
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

Jennifer Moros Jennifer Moros Greater New York City Area Details
Jennifer Moros's Symphony Asset Management Experience 1997 - 1998
Job VP, Head of Asset Management Product Marketing at TIAACREF at TIAACREF
Industry Financial Services
Experience
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

David Rudolph David Rudolph San Francisco, California Details
David Rudolph's Symphony Asset Management Experience May 2008 - July 2008
Job Client Reporting Analyst at BlackRock
Industry Investment Management
Experience
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

Neil Rudolph Neil Rudolph San Francisco Bay Area Details
Neil Rudolph's Symphony Asset Management Experience 1994 - 2009
Job Independent Investment Management Professional
Industry Investment Management
Experience
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

Preeta Reddy Preeta Reddy New York, New York Details
Preeta Reddy's Symphony Asset Management Experience June 2008 - August 2008
Job Student at Columbia Law School
Industry Law Practice
Experience
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

Kao Saephan Kao Saephan San Francisco Bay Area Details
Kao Saephan's Symphony Asset Management Experience April 2013 - Present
Job Associate at Symphony Asset Management
Industry Financial Services
Experience
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

Artem Ayrapetyan Artem Ayrapetyan San Francisco Bay Area Details
Artem Ayrapetyan's Symphony Asset Management Experience April 2015 - Present
Job Hedge Fund Accountant at Citco Fund Services
Industry Financial Services
Experience
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

Dasol Park Dasol Park San Francisco, California Details
Dasol Park's Symphony Asset Management Experience September 2015 - Present
Job Investment Analyst
Industry Investment Management
Experience
Symphony Asset Management   September 2015 - Present

Education
Swarthmore College
Bachelor of Arts (B.A.)

Harish Lakhani Harish Lakhani San Francisco, California Details
Harish Lakhani's Symphony Asset Management Experience
Job Director, Analytic Services Group at Symphony Asset Management
Industry Investment Management
Experience
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

Joshua Lam Joshua Lam Honolulu, Hawaii Details
Joshua Lam's Symphony Asset Management Experience 2006 - 2010
Job Portfolio Manager at First Hawaiian Bank
Industry Banking
Experience
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

Similar Companies