The TCW Group
Industry: Asset management company
DescriptionThe TCW Group is an asset management firm with a broad range of products across fixed income, equities, emerging markets and alternative investments. With nearly five decades of investment experience, TCW today manages $198 billion in client assets. CEO: David Lippman (2012–) Headquarters: Los Angeles, CA Founder: Robert Addison Day Founded: 1971 Subsidiaries: Metropolitan West Asset Management, LLC, Type of business: Privately held company
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The TCW Group Employees
HomeWise Realty LLC July 2014 - Present
Alpha Insurance Agency LLC February 2009 - Present
Latter & Blum and Heart Realty LLC April 2004 - July 2014
C. F. BEAN CORPORATION April 1996 - April 2004
Tidy Building Services, Inc. January 1995 - April 1996
98Cents Plus September 1993 - June 1995
The TCW Group January 1994 - January 1995
FIDM/Fashion Institute of Design & Merchandising September 1992 - September 1993
Skills
Leadership, Management, Marketing, Sales, Training, Negotiation, Real Estate, Investments, Contract Negotiation, Budgets, Finance, Property Management, Customer Service, Budgeting, Brokerage, Marketing Strategy, Interviews, Project Management, Commercial Real Estate, New Business Development, Communication, Fundraising, ABR, Residential Homes, Event Planning, Administration, Sellers, Investment Properties, First Time Home Buyers, Short Sales, Social Media, Access, Event Management, Real Estate Transactions, Relocation, Foreclosures, Referrals, Condos, Time Management, Payroll, REO, Single Family Homes, Buyer Representation, PowerPoint, Listings, New Home Sales, Buyers, Account Management, Portfolio Management, Team Building
Education
California State University, Los Angeles - College of Business and Economics 1990 — 1992
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, 3.8/4.0
The TCW Group June 2014 - Present
PIMCO September 2006 - December 2012
PIMCO February 2006 - August 2006
PIMCO February 2005 - February 2006
Canterbury Consulting January 2004 - December 2004
Skills
Fixed Income, Valuation, Financial Analysis, Investments, Asset Managment, Derivatives, Equities, Portfolio Management, Alternative Investments, Economics, Bloomberg, Data Analysis, Trading, Securities, Mutual Funds, Bonds, Due Diligence, Analysis, Financial Risk, Emerging Markets, Finance, Equity Research, Asset Management, Asset Allocation, Investment Management, Private Equity, Banking, Investment Banking, Hedge Funds, Capital Markets, Financial Markets
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2009
MBA, Finance & Economics
California State University-Long Beach - College of Business Administration 2003 — 2004
BSC, Finance and Information Systems
Oaktree Capital Management September 2014 - Present
BNY Mellon January 2001 - August 2014
The TCW Group July 1999 - December 2000
Education
University of California, Riverside 1993 — 1997
Bachelor's Degree, Business Administration and Management, General
The TCW Group April 2015 - Present
NewStar Financial November 2014 - April 2015
NewStar Financial June 2012 - November 2014
Eaton Vance June 2011 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Skills
Portfolio Management, Microsoft Excel, Leveraged Finance, Financial Analysis, Financial Modeling, Everest by Black..., Capital IQ, Mergers & Acquisitions, PowerPoint
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (BS), Finance
Jericho High School
The TCW Group January 2015 - Present
First Pacific Advisors, LLC January 2013 - January 2015
Post Advisory Group, LLC January 2004 - December 2012
Payden & Rygel 2002 - 2004
Credit Suisse First Boston 2001 - 2002
Fuji Capital Markets Corporation 1995 - 1998
Skills
Financial Analysis, Portfolio Management, Investments, Capital Markets, Writing Skills, Risk Management, High Yield, Board of Director..., Mutual Funds, Convertible Bonds, Asset Management
Education
Wharton Business School 1999 — 2001
Master of Business Administration (MBA), Finance, General
State University of New York at Stony Brook 1987 — 1993
Doctor of Musical Arts, Oboe Performance
Wesleyan University 1982 — 1986
Bachelor of Arts (B.A.), University Major, Honors in General Scholarship; Phi Beta Kappa
The TCW Group August 2014 - Present
Canyon Capital Advisors January 2014 - August 2014
PIMCO June 2012 - January 2014
PIMCO April 2011 - June 2012
Citi April 2010 - April 2011
EMI Music June 2009 - April 2010
New York University May 2007 - August 2009
The McGraw-Hill Companies July 2007 - May 2009
Lehman Brothers August 2008 - December 2008
New York Unversity February 2006 - November 2007
Skills
Excel, PowerPoint, Microsoft Office, Research, Bloomberg Terminal, Microsoft Word, Finance, Capital Markets, Stata, Corporate Finance, Data Analysis, Financial Analysis, Series 7, Series 63, Securities, Fixed Income, Private Equity, Equities, VBA, Hedge Funds, Bloomberg, Investment Banking, Economics, Mutual Funds, Investments, Portfolio Management, Relationship Management, Asset Management
Education
New York University 2005 — 2009
BA, Political Science, Economics
Mount Madonna 1998 — 2005
High School
Barclaycard June 2015 - Present
Barclaycard August 2012 - June 2015
State Street December 2010 - May 2012
Cadence Capital Group 2005 - 2008
Gruss & Co. June 2005 - November 2005
Citco Fund Services 2003 - 2005
BNY Mellon August 2001 - September 2003
The TCW Group August 2000 - September 2003
Toyota Financial Services March 1998 - August 2000
The Alliance Group Venture Capital October 1993 - March 1998
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg, Management, Microsoft Word, Microsoft Access, Business Analysis, Financial Services, Strategy, ODBC, API, Equities, Fixed Income, Process Improvement, Analysis, Investments, Business Process..., Data Analysis
Education
Columbia University in the City of New York 2008 — 2010
Pre-Medicine/Pre-Medical Studies
University of Redlands
Bachelor of Science (BS), Information Systems
The TCW Group March 2006 - Present
Jenuine Articles October 2004 - Present
Skills
Photography, Photoshop, Social Networking, Graphic Design, Fashion, Illustrator, Event Planning, Microsoft Office, Social Media, Copywriting, Social Media Marketing, Email Marketing, Public Relations, Office Management, Data Management, Computer Proficiency, Coordinating Schedules, Client Presentation, Telephone Skills, Office Equipment, Expense Reports, PowerPoint, Concur, Travel Arrangements, Writing, Microsoft Excel, Formatting Documents, Direct Mail Campaigns
Education
Los Angeles Valley College 2001 — 2016
Associate of Arts (AA), Associate of Arts (AA), Art History, Economics
Sheffield School of Design 2013 — 2016
Jewelry Design
MassMutual Financial Group April 2014 - Present
Southwest Shakespeare Company October 2013 - February 2014
Wells Fargo Home Mortgage February 2013 - December 2013
Bank of America - Landsafe Division December 2009 - January 2013
Capmark May 2008 - January 2009
Rels August 2005 - January 2007
The Walt Disney Company December 1999 - June 2001
Aquent September 1999 - April 2000
The TCW Group May 1998 - August 1999
Bookmans Entertainment Exchange December 1996 - April 1998
Skills
Finance, Mortgage Lending, Refinance, Investments, Life Insurance, Customer Service, Insurance, Retirement, Fixed Annuities, Title Insurance, Compliance, Escrow, CRM, Vendor Management, Mortgage Banking, Credit, Loan Origination, Residential Mortgages, Credit Analysis, Commercial Mortgages, E-commerce, Fulfilment, Photoshop, Graphic Design, Creative Writing, Web Design, Web Marketing, Acting, Production Layout, Screenwriting, Personal Financial..., Microsoft Excel, PowerPoint, SharePoint
Education
University of Arizona 1989 — 1993
Dramatic Theory
Oaktree Capital Management, L.P. July 2015 - Present
The TCW Group December 2013 - July 2015
The TCW Group December 2010 - November 2013
State Street IMS October 2007 - November 2010
Skills
Bloomberg, Mutual Funds, Series 7, Fixed Income, Equities, Derivatives, Investments, Salesforce.com, Corporate Actions, Middle Office, FX Options, FX, Alternative Investments, Settlement, Investment Operations, Asset Management, Hedge Funds, Trade Compliance, Swaps, Back Office, Bloomberg Terminal, Bonds, Euroclear, Securities, DTC, ISDA, MBS, ABS, WSO (Wall Street Office), Markit, Emerging Markets, Asset Set-up, Bank Loans, Money Market, Futures, Options, Municipal Bonds, US Treasuries, CMBS, Structured Products, Investment Strategies, Investment Advisory, Zephyr, Series 63, Series 65, Separately Managed..., Registered Investment..., Finance
Education
California State Polytechnic University-Pomona 2002 — 2007
Bachelor of Science, College of Finance, Real Estate, & Law: Emphasis in Finance
The TCW Group July 2015 - Present
Wescom Credit Union October 2014 - June 2015
CSUF Finance Association May 2014 - May 2015
AXA Advisors May 2014 - August 2014
Waddell & Reed April 2014 - May 2014
OneWest Bank April 2013 - May 2014
Macy's November 2011 - July 2013
Forever 21 May 2011 - November 2011
Skills
Merchandising, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Event Planning, Leadership
Education
Cal State Fullerton 2010 — 2015
Bachelor of Arts (B.A.), Business Administration: Finance
Irvine High School 2006 — 2010
High School Diploma
The TCW Group January 2015 - Present
Royal Bank of Scotland July 2013 - December 2014
Trust Company of the West June 2012 - August 2012
Royal Bank of Scotland June 2011 - August 2011
the Meg Whitman for Governor Campaign May 2010 - August 2010
Skills
Writing, Research, Policy Analysis, Social Media, Fundraising, Public Relations, Business Strategy, Analysis, Sales, Public Speaking, PowerPoint, Politics, Policy, Market Research, Community Outreach, Blogging, Economics, Event Planning, Strategic Planning, Data Analysis, Valuation
Education
Emory University - Goizueta Business School 2011 — 2013
BBA, Busines
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration
Flintridge Preparatory School 2005 — 2009
Diploma, All
Emory University
NOC Yoga December 2013 - Present
NOC Yoga October 2012 - Present
Apollo Global Management LLC October 2011 - October 2012
The TCW Group February 2010 - October 2011
The TCW Group February 2008 - February 2010
BrandNew Industries, Inc. May 2007 - August 2007
LMU's Business Services Office September 2004 - October 2005
New Beginnings Counseling Center May 2005 - August 2005
Skills
Marketing, Social Media, Social Media Marketing, Blogging, Customer Service, Client Relations, Brand Awareness, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Trade Show Production, Vinyasa, Yin Yoga, People-oriented, Public Speaking, Start-ups, Teaching, Private Teaching, Private Schools, Social Networking, Networking, International Relations, Pinterest, Instagram, Twitter, Wellness, Nutrition, Fitness, Investments, Equities, Private Equity, Asset Management, Bloomberg, Portfolio Management, Outlook, Research, Executive...
Education
Loyola Marymount University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
The TCW Group December 2009 - Present
Metropolitan West Asset Management April 2008 - November 2009
Deutsche Bank January 2006 - March 2008
Skills
Asset Management, Capital Markets, Fixed Income, Structured Products, MBS, Investments, Asset Allocation, Private Equity, Hedge Funds, Bloomberg
Education
University of Southern California
Bachelor of Science (BS), Accounting
Scripps College September 2011 - May 2015
The TCW Group June 2014 - August 2014
Samsung SDS Research, America January 2014 - May 2014
City National Bank June 2013 - August 2013
Skills
Research, Leadership, Music, Spanish, Facebook, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Event Planning, Community Outreach, Korean, Social Media, Social Networking, Higher Education, Marketing, Business Strategy, Project Management, Violin, Teaching, Technical Support, Orchestral Music, Piano, Admissions, Music Education, Solo Recitals, Publicity, Educational Technology, Python, Creative Writing, Solo Performance, Immigration Law, Community Organizing, Peer Mentoring, Guided Tours, Studio Performance, String Quartet, Presentations, Stata, VBA, SQL, Translation, Multi-instrumentalist, Playing By Ear, Perfect Pitch, Ensemble Coaching, Product Management, Performing Arts, Economics, Career Counseling
Education
Claremont McKenna College 2013 — 2015
Scholar Designation, Robert Day Scholar
Scripps College 2011 — 2015
Bachelor's degree, Economics and Music (double major)
Rancho Bernardo High School 2009 — 2011
High School Diploma
Esperanza High School 2007 — 2009
Kayne Anderson Rudnick July 2014 - Present
Hotchkis and Wiley Capital Management April 2012 - June 2014
Palisades Investment Partners August 2010 - December 2011
The TCW Group June 2009 - September 2009
Liberty Mutual Group June 2003 - July 2008
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Finance, Investment Management
University of Colorado at Boulder 1998 — 2002
BA, Psychology, Business Administration
Akerman LLP April 2015 - Present
Kennerly, Lamishaw & Rossi LLP October 2011 - April 2015
Akin Gump Strauss Hauer & Feld LLP April 2009 - October 2011
Gibson, Dunn & Crutcher LLP November 2006 - March 2009
USC Gould School of Law 2004 - 2006
The TCW Group 2001 - 2003
Skills
Real Estate Finance, Real Estate Transactions, Loans, Mezzanine, Securitization, Real Estate, Due Diligence, Dispositions, Joint Ventures, Structured Finance, Real Estate Development, Leases, Investments, Commercial Real Estate, Mergers & Acquisitions, Real Estate Economics, Restructuring, Disposition, Corporate Law, Finance, Bankruptcy
Education
University of Southern California Law School 2003 — 2006
JD, Law
UCLA 1996 — 2000
B.A., Psychology/Business Administration
Ribet
Ribet
Ribet Academy
The TCW Group March 2015 - Present
Equinox Securities, Inc. July 2014 - February 2015
Occidental College July 2008 - June 2014
Calendo, Puckett, Sheedy & DiCorrado, LLP May 2005 - December 2005
JPL (NASA's Jet Propulsion Laboratory) October 2002 - August 2004
Universal Studios Hollywood May 2002 - July 2004
Skills
Client Services, Business Analysis, Client Relations, Financial Reporting, Financial Analysis, Investment Banking, Investment Strategies, Data Analysis, Supervisory Skills, Supervisory Experience, Budgets, Microsoft Office, Office Management, Organization, PowerPoint, Data Entry, Event Management, Event Planning, Invoicing, Social Media, Research, Community Outreach, Microsoft Excel, Public Speaking, Microsoft Word, Leadership
Education
Indiana University 2013 — 2014
Bachelor's degree, Social & Behavioral Science
Indiana University Bloomington 2004 — 2007
Bachelor's degree
Athene Asset Management June 2014 - Present
The TCW Group February 2014 - June 2014
Swiss Re October 2011 - November 2013
RBS Markets and International Banking October 2008 - October 2011
Derivatives Consulting Group February 2007 - September 2008
Skills
Equity Derivatives, Interest Rate..., P/L Reporting, Project Management, Financial Analysis, Financial Reporting, SQL, Microsoft Excel, Bloomberg, Prime Brokerage, Business Process..., Business Objects, Business Analysis, Derivatives, Fixed Income
Education
The University of Birmingham 2002 — 2006
Bachelor of Commerce (BCom), Business Administration and Management, General, 2.1
Hampton School 1997 — 2002
Danes Hill
The TCW Group February 2014 - May 2014
The TCW Group February 2014 - May 2014
The TCW Group February 2014 - May 2014
University of San Francisco January 2014 - May 2014
Rakaa Holding Company, Ltd. June 2009 - August 2009
Saudi Telecom Company July 2008 - September 2008
Al Jazirah Newspaper June 2007 - September 2007
Skills
Finance, Economics, Equity Research, Bloomberg Terminal, Matlab, Stata, Financial Modeling, Financial Analysis, Teamwork, Fixed Income, Leadership, Dedication to..., Time Management, Soccer, Social Skills, Microsoft Excel, PowerPoint, Research, Billiards, Sailing, Scuba Diving, Problem Solving, Organization, Microsoft Word, Java, Python, CSS, HTML, Flash, Dreamweaver, C
Education
University of San Francisco 2014 — 2015
Master of Science (MS), Financial Analysis
University of San Francisco 2009 — 2014
Bachelor of Science in Business Administration (B.S.BA.), Finance
American High School Diploma Division at Riyadh Schools 2006 — 2009
High School Diploma, Science
Oaktree Capital Management September 2014 - Present
The CIM Group November 2010 - September 2014
The TCW Group December 2004 - July 2008
Skills
Finance, Corporate Finance, Cash Flow, Accounting, Accounts Receivable, Financial Statement..., Strategic Financial..., Investments, General Ledger, Risk Management, Strategy, Management, Treasury, Investment Banking, ERP, Financial Modeling, Financial Reporting, Financial Analysis, Asset Management, Valuation
Education
Thunderbird School of Global Management 2008 — 2010
MBA
California State University-Fullerton, Mihaylo College of Business and Economics
BA
The TCW Group September 2015 - Present
Fred Alger Management July 2013 - August 2015
Janney Montgomery Scott June 2012 - August 2012
EFG Asset Management May 2011 - August 2011
Skills
Bloomberg, Economics, Microsoft Excel, Monetary Policy, Stata, Equities, Valuation, Econometrics, Financial Accounting, Equity Research, Corporate Finance, Bloomberg Terminal
Education
Claremont McKenna College 2012 — 2013
Master of Arts (M.A.), Finance
Hamilton College 2008 — 2012
Bachelor of Arts (B.A.), Economics
The TCW Group August 2005 - Present
Meeting Professionals International, Southern California Chapter July 2012 - Present
Self employed June 2001 - August 2005
Cru (Formerly Campus Crusade for Christ, Int'l) July 1985 - April 2001
Skills
Meeting Planning, Trade Shows, Fundraising, Corporate Events, Event Management, Incentive Programs, Leadership, Marketing, Event Planning, Social Media Marketing, Management, Marketing Strategy, Marketing Communications, Entertainment, Nonprofits, Budgets, Public Relations, Social Media, Sponsorship, Hospitality, Strategic Partnerships, Contract Negotiation, Social Networking, Strategy, Incentives, Strategic Planning, Email Marketing
Education
California State Polytechnic University-Pomona 1981 — 1985
BS, Commercial Recreation Administration
The TCW Group September 2013 - Present
Craton Equity Partners (Fund I) April 2011 - October 2014
Control Room January 2008 - September 2013
Roll Global, LLC March 2007 - January 2008
DMX Music September 2001 - March 2007
Crown Media United States February 1999 - September 2001
House of Blues Entertainment January 1997 - February 1999
Hollywood Park Casino June 1995 - January 1997
Hemmeter Enterprises March 1992 - May 1995
Arthur Andersen & Co. September 1985 - March 1992
Skills
Certified Public..., Finance, Financial Modeling, Management, Financial Analysis, Private Equity, Due Diligence, Mergers & Acquisitions, Corporate Finance, SEC filings, Financial Reporting, Internal Controls, Budgets, IPO, Acquisition Integration
Education
University of Oklahoma - Price College of Business 1983 — 1985
Bachelor of Business Administration, Economics
University of Oklahoma - Price College of Business
BBA , Economics
The TCW Group April 2015 - Present
Jefferies & Company March 2011 - March 2015
Prudential Capital Group July 2007 - March 2011
Skills
Valuation, Capital Markets, Financial Modeling, Financial Analysis, Leveraged Finance, Corporate Finance, Due Diligence, Investments, Fixed Income, Private Equity, Portfolio Management, Risk Management
Education
Boston College 2003 — 2007
BS, Finance and Economics
Payden & Rygel May 2015 - Present
Payden & Rygel October 2014 - May 2015
OneWest Bank May 2014 - August 2014
The TCW Group June 2013 - August 2013
Skechers USA, Inc. May 2008 - February 2012
Portofino August 2008 - April 2011
Skills
Financial Modeling, Quantitative Finance, Fixed Income, Bloomberg, Quantitative Analytics, R, Financial Analysis, Data Analysis, C++, Time Series Analysis, Statistical Modeling, Monte Carlo Simulation, Matlab, Portfolio Management, Stress Testing, Bayesian statistics, Regression Analysis, GARCH, Logistic Regression, VBA, Derivatives, Credit Risk, Swaps, PCA, MBS, Agency MBS, Structured Products, Interest Rate..., Backtesting, Variance Reduction, Equity Valuation, SQL, C#, Linux, Asset Allocation, Forecasting, Access, FactSet, Zephyr Style Advisor, Performance Attribution, Transaction Cost..., Alternative Investments, Credit Derivatives, CMBS, Liquidity Risk, Linear Regression, Principal Component..., DCC, Volatility, Python
Education
Boston University Questrom School of Business 2013 — 2014
Master of Science (MS), Mathematical Finance
California State University-Long Beach 2012 — 2013
Mathematics
California State University-Dominguez Hills 2004 — 2007
Bachelor of Science, Business Administration: Finance
The TCW Group June 2015 - Present
Middlebury College September 2014 - Present
International Energy Alliance August 2010 - Present
Chinese Exchange Programs June 2009 - Present
Avid Academy for Gifted Youth June 2013 - August 2013
String Tennis Shop July 2012 - January 2013
Cheng Shiu University November 2012 - December 2012
Zhejiang Department of Commerce November 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Chinese, Chinese Foreign Policy, Chinese culture, Business Travel, Website Development, Nonprofits, Renewable Energy, International Relations, Social Networking, Sales, Facebook, Event Planning, Social Media, Blogging, Social Media Marketing, Teamwork, French, Politics, Access, Leadership, Flawless Execution, Spanish, Long Distance Running
Education
Middlebury College 2012 — 2016
Bachelor's degree, Environmental Studies with an Economics Focus joint with Chinese
National Taiwan Normal University 2014 — 2014
Mandarin Training Center, Chinese Language and Literature
St. Margaret's Episcopal School 1996 — 2012
The TCW Group July 2015 - Present
Princeton University Society of Fellows January 2012 - May 2015
Barclays Investment Bank June 2014 - August 2014
Zurich Insurance Company Ltd. July 2012 - August 2012
Long Beach Petroleum Club May 2011 - September 2011
Skills
Social Media, Public Speaking, Research, Spanish, Microsoft Office, Data Analysis, Stata, Microsoft Excel, PowerPoint, Marketing
Education
Princeton University 2011 — 2015
The TCW Group July 2015 - Present
Nuveen Investments October 2013 - June 2015
PIMCO May 2012 - September 2013
Morgan Stanley July 2011 - August 2011
LogixData July 2011 - August 2011
Engineering Academic Computing Services February 2009 - June 2011
Antaeus Capital July 2009 - September 2009
Skills
Visual Basic, Microsoft Excel, Microsoft Office, Pivot Tables, PowerPoint, Data Analysis, Statistics, Microsoft Word, Analysis, VBA
Education
University of California, Davis 2007 — 2011
Bachelor of Arts, Economics
Greeley Broadcasting January 2006 - Present
The TCW Group January 2005 - November 2005
PRES Company 2004 - 2005
Skills
Advertising, Marketing Strategy, Social Media Marketing, Marketing, Digital Media, Online Advertising, Social Media, Marketing Communications, Integrated Marketing, Digital Marketing, Public Relations, Account Management, New Business Development, Strategic Planning, Event Planning, Direct Marketing, Sales, Media Planning, Online Marketing, Lead Generation, Advertising Sales, Email Marketing, Media Buying, Management, Social Networking, Media Relations, Facebook, Customer Service, Press Releases, Copywriting, Leadership
Education
University of Northern Colorado
Bachelor's, Business Marketing
The TCW Group August 2015 - Present
State Street Bank October 2013 - August 2015
College Pro April 2012 - August 2013
Skills
Management, PowerPoint, Marketing, Microsoft Word, Time Management, Microsoft Excel, Social Networking, Social Media, Microsoft Office, Sales, Public Speaking, Outlook, Marketing Strategy, Market Research, Financial Services, Access, Finance
Education
Quinnipiac University 2009 — 2013
Hoffman April 2015 - Present
Medecision January 2013 - July 2015
Unlimited Innovations Inc. January 2012 - January 2013
Hotchkis and Wiley Capital Management February 2012 - December 2012
The TCW Group October 2006 - September 2012
Analytic Investors March 2012 - May 2012
CERECONS, a subdivision of Unlimited Innovations Inc. June 2002 - September 2006
Skills
Node.js, PostgreSQL, AngularJS, Microsoft SQL Server, ASP.NET Web API, PhoneGap, SaaS, RESTful WebServices, Cloud Computing, Product Management, Go-to-market Strategy, Software Project..., SDLC, .NET, Business Intelligence, System Architecture, Software Architectural..., Technical Analysis, Performance Tuning, Customer Relations, CFA Level II Candidate, Technical Product..., Private Cloud, SQL Server, Strategic Partnerships, Account Management, Piano, Bass, SharePoint, Databases, Web Services, Disaster Recovery, Management, Integration, Business Analysis, Requirements Analysis, Strategy, SQL
Education
University of Southern California 2001 — 2003
Master of Science, Electrical Engineering
Sathyabama Institute of Science and Technology 1997 — 2001
Bachelor of Engineering, Electronics and Communications
Don Bosco, Egmore 1983 — 1997
Regular/General High School/Secondary Diploma Program
The TCW Group March 2014 - Present
First Republic Investment Management January 2014 - February 2014
First Republic Investment Management August 2012 - January 2014
UCLA Anderson School of Management September 2010 - August 2012
Trust Company of the West June 2011 - September 2011
Wedbush Securities January 2010 - September 2010
Wedbush Securities July 2007 - December 2009
William O'Neil + Co. Inc. June 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Financial Markets, Chartered Financial..., Series 7, Equity Research, Capital IQ, Bloomberg, FactSet, CFA, Equities, Equity Valuation, Asset Management, Capital Markets, Hedge Funds, Corporate Finance, Investments, Portfolio Management, Valuation
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance
University of Redlands 2003 — 2006
Bachelor of Science, Business Administration and Accounting
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
The TCW Group 2015 - Present
Babson Capital Management 2012 - 2015
Cardinal Hill Energy 2008 - 2012
Trust Company of the West 1999 - 2006
PSEG Global 1996 - 1999
Skills
Structured Finance, Private Equity, Equities, Valuation, Financial Modeling, Asset Managment, Due Diligence, Mergers, Capital Markets, Investments, Alternative Investments, Hedge Funds, Corporate Finance, Fixed Income, Portfolio Management, Private Placements, Securitization, Finance, Project Finance, Project Management, Financial Structuring, Investment Banking, Power Project..., Corporate Development, Emerging Markets, Syndications, Renewable Energy, Mergers & Acquisitions, Cleantech, Energy, Solar Energy, Entrepreneurship, Leveraged Finance, Funding, Business Valuation, Biomass, Mezzanine, Venture Capital, Investor Relations, Investment Management, LBO, Structured Products, Wind, Derivatives, Restructuring, Commodity, Hedging, High Yield, Bonds, Investment Strategies
Education
State University of New York at Albany
Master of Business Administration (MBA), Finance
Worcester Polytechnic Institute
Bachelor of Science (BS), Mechanical Engineering
Xavier High School
College Prep High School
The TCW Group May 2015 - Present
Trust Company of the West September 2012 - April 2015
State Street October 2007 - September 2012
America One Finance September 2005 - September 2007
Skills
Corporate Actions, Credit, Mortgage Lending, Banking, Loans, Fixed Income, Bonds, Collateral Management, Equities, Derivatives, FX Options, Securities, Bloomberg, Mutual Funds, Asset Management, Financial Analysis, Investments, Portfolio Management, Financial Modeling
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2015
Master of Business Administration (M.B.A.)
Cal Poly Pomona 2005 — 2007
Bachelors of Science, Business Administration: Technology and Operations Management
The TCW Group March 2015 - Present
Flintridge Sacred Heart Academy August 2012 - March 2015
Jess S. Morgan & Company, Inc. October 2010 - August 2012
Kids In Sports, Los Angeles May 2007 - October 2010
Kids In Sports, LA 2006 - 2010
Skills
Event Planning, Social Media, Social Media Marketing, Volunteer Management, Nonprofits, Public Speaking, Public Relations, Community Outreach, Microsoft Excel, Program Development, Social Networking, Event Management, Blogging, Media Relations
Education
Loyola Marymount University 2006 — 2010
Bachelor of Liberal Arts, Sociology, Urban Studies
The TCW Group October 2014 - Present
Cushman & Wakefield May 2014 - August 2014
Franklin Templeton Investments June 2013 - December 2013
Lion Global Investors Limited September 2011 - June 2013
UPFRONT MEDIA August 2010 - June 2011
NTUC Income April 2010 - July 2010
LG Electronics January 2009 - February 2009
AEGON Industrial Securities Fund Management Company Ltd. October 2008 - December 2008
Skills
Analytical Skills, Data Analysis, Market Research, Strategic Planning, Analytics, Project Management, Marketing Research, Digital Marketing, Account Management, Analysis, Business Development, Product Marketing, Product Design, Product Development, Research, Business Strategy, Entrepreneurship, Management, Mutual Funds, Investment Management, Investments, Institutional..., RFP, RFP Generation, RFP Design, Writing, Proposal Writing, Report Writing, Pitch Books, Due Diligence, RFI, Financial Analysis, Statistical Data..., Bloomberg, Morningstar, Morningstar Direct, Thomson One Analytics, Fixed Income, Equities, Alternative Investments, Derivatives, Economics, Accounting, Financial Accounting, Financial Statements, Financial Statement..., Pro Forma Development, Microsoft Excel, People Skills, Cross-cultural Teams
Education
Fudan University 2008 — 2009
Master of Business Administration (MBA)
Korea University 2008 — 2009
Master of Business Administration (MBA)
National University of Singapore 2008 — 2009
S3 ASIA MBA, Asian Business
University of Washington 2003 — 2005
BA, Psychology
Claremont McKenna College January 2012 - May 2015
Ducey Gym, Claremont McKenna College October 2011 - May 2015
The TCW Group June 2014 - August 2014
Martha's Table May 2013 - August 2013
City of Seattle May 2012 - June 2012
Seattle Police Department June 2011 - August 2011
Skills
Microsoft Office, InDesign, Spanish, Nonprofits, PowerPoint, Research
Education
Claremont McKenna College 2011 — 2015
Bachelor of Arts (B.A.), Philosophy, Politics, and Economics
School for International Training 2013 — 2013
Development Economics and International Development
Garfield High School 2007 — 2011
First Quadrant June 2015 - Present
First Quadrant July 2008 - May 2015
First Quadrant July 2000 - June 2008
The TCW Group July 1997 - June 2000
Education
Pepperdine University
MBA, Finance, General
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
The TCW Group 2003 - Present
Reed Conner & Birdwell August 2002 - July 2003
Magnum Financial Group, LLC October 2001 - August 2002
Brown Brothers Harriman August 1997 - October 2001
Skills
Mutual Funds, Securities, Asset Management, Portfolio Management, Alternative Investments, Fixed Income, Investments, Equities, Hedge Funds, Asset Allocation, Financial Services, Investment Management, ETFs, Investment Strategies, Wealth Management, Series 7
Education
Pepperdine University 2000 — 2004
Bachelors of Science, Business Administration and Management, General
Nomura June 2015 - August 2015
The TCW Group June 2014 - August 2014
Confirmit May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Salesforce.com, Jigsaw, Hoovers, PowerPoint, Data.com (by Salesforce), Bloomberg Software, FactSet, Leadership
Education
Bryant University 2012 — 2016
Bachelor’s Degree, Finance and Economics
Griffith University - Gold Coast Campus, Queensland, Australia 2015 — 2015
Study Abroad - Spring 2015
UCLA Anderson School of Management 2014 - Present
The TCW Group June 2015 - August 2015
Byron Capital Markets 2012 - 2013
Invictus Global Capital 2012 - 2012
Ontario Teachers' Pension Plan May 2011 - September 2011
Accenture 2010 - June 2010
Infosys November 2007 - January 2010
Skills
Fixed Income, Financial Modeling, Investments, Trading, Valuation, Corporate Finance, Equity Research, Bonds, Economics, Bloomberg, Microsoft Excel, Derivatives, Hedge Funds, C#, Excel, VBA, Capital Markets
Education
University of Toronto 2010 — 2012
MBA 2012, Finance and Strategy
University of Toronto - Rotman School of Management 2010 — 2012
MBA, Finance and Strategy
Springdales Public School, New Delhi
Senior Secondary School, Physics, Chemistry, Biology, Maths, English
UCLA Anderson School of Management
Uttar Pradesh Technical University
B.Tech, Computer Science and Engineering
The TCW Group July 2015 - Present
Hanlon Investment Management, Inc. October 2013 - June 2015
Galloway National Golf Club June 2011 - July 2014
Hanlon Investment Management, Inc. July 2013 - October 2013
Hanlon Investment Management, Inc. June 2012 - July 2013
National Securities March 2011 - December 2011
Galloway National Golf Club May 2009 - September 2011
Galloway National Golf Club March 2006 - April 2011
Skills
Microsoft Office Suite, Bloomberg, Morningstar Direct, Investors Fast Track, E Views, Portfolio Management, Microsoft Office, Financial Analysis, Microsoft Excel, Customer Service, Management
Education
Ramapo College of New Jersey 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance, 3.2
The TCW Group August 2015 - Present
UBS Private Wealth Management July 2011 - August 2015
Western Asset Management April 2010 - July 2011
China Water and Energy Group August 2009 - December 2009
Skills
Portfolio Management, Financial Modeling, Finance, Financial Analysis, Investments, Strategy, Asset Management, Valuation, Microsoft Excel, Social Media
Education
University of San Diego 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Spanish
Loyola High School of Los Angeles 2001 — 2005
The TCW Group June 2015 - Present
Canyon Capital Advisors August 2011 - June 2015
Western Asset Management November 2008 - August 2011
CVS Caremark Corporation October 2005 - August 2011
Western Asset Management September 2006 - November 2008
Education
University of California, San Diego 2001 — 2005
BS, Biochemistry and Cellular Biology
Young Leadership Council June 2012 - Present
The TCW Group June 2015 - August 2015
Tulane University Athletic Department August 2012 - May 2014
Harrah's New Orleans November 2011 - August 2012
Tulane University August 2011 - December 2011
Harrah's New Orleans June 2011 - November 2011
Tulane University May 2010 - August 2010
Tulane University May 2009 - August 2009
Skills
Event Management
Education
Tulane University - A.B. Freeman School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Georgia - Terry College of Business 2007 — 2011
Bachelor of Business Administration and Bachelor of Science in Education, Marketing and Sport Management
Harvard Law School September 2014 - Present
Cravath, Swaine & Moore LLP May 2015 - August 2015
The TCW Group May 2014 - August 2014
Starbucks May 2013 - August 2013
UC Merced January 2012 - June 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Cycle Gear May 2007 - August 2008
Skills
Research, Event Planning, Social Networking, PowerPoint, Microsoft Word, Social Media, Public Speaking, Microsoft Office, Microsoft Excel, Outlook, Recruiting, Management, Sales, Project Management, Data Analysis, Fundraising
Education
Harvard Law School 2014 — 2016
Doctor of Law (J.D.)
UCLA School of Law 2013 — 2014
Doctor of Law (J.D.), Second Year
University of California, Merced 2009 — 2013
Management Major with a Minor in Applied Mathematics
Ultra Mobile June 2015 - Present
LAC Group June 2013 - June 2015
Deluxe Entertainment Services Group January 2013 - June 2013
Deluxe Entertainment Services Group January 2011 - January 2013
Deluxe Entertainment Services Group 2007 - March 2011
Ascent Media Group 2001 - 2006
Broadband Sports, Inc. 1999 - 2000
The TCW Group 1997 - 1999
Bear, Stearns & Co. Inc. 1995 - 1997
Skills
Post Production, Digital Media, Television, Broadcast, Digital Video, Archives, New Business Development, Financial Modeling, Executive Management, Management, Team Building, Streamlining Operations, Operational Efficiency, Strategic Planning, Marketing Strategy, Sales Growth, Leadership, Digital Asset Management, Film, Video Production, Video, Feature Films, HD Video, VOD, Digital Strategy, New Media, CRM, Streaming Media, Media Production, Digital Distribution, Strategic Partnerships, Business Development, Broadcast Television
Education
Harvard University 1991 — 1995
AB, Government
Daniel Hand High School 1987 — 1991
Westport Capital Partners LLC January 2006 - Present
Oaktree Capital Management 1995 - 2005
The TCW Group 1992 - 1994
Education
University of Southern California
Master of Business Administration (MBA), Finance, General
The TCW Group December 2014 - Present
BNY Mellon 2012 - February 2015
BNY Mellon 2008 - June 2012
BNY Mellon July 2007 - December 2008
Skills
Finance, Mutual Funds, Accounting, Fund Accounting, Analysis, Variance Analysis, Auditing, Financial Reporting, Financial Analysis, Financial Modeling, Securities, Internal Audit, Fixed Income, Equities, Financial Statements, Account Reconciliation, Management, Budgets, Financial Accounting, Bloomberg, Corporate Finance, Cash Management, Trading, Investment Management, Risk Management, Investments, Hedge Funds, Alternative Investments, Derivatives, Fund Administration, Valuation, Portfolio Management, Financial Services, Strategic Financial..., Data Analysis, Customer Service, Process Improvement, Private Equity, Capital Markets, Banking, Bonds, Asset Managment, Outlook, PowerPoint, Lines Of Credit, Fixed Income and Equity...
Education
University of La Verne 2009 — 2011
Master of Business Administration (M.B.A.), International Finance, 3.5
University of La Verne 2009 — 2011
Master of Business Administration (M.B.A.), International Business, 3.5
Cal State University, Los Angeles 2004 — 2006
BS, Finance
Rio Hondo College 2002 — 2004
Associate's degree, General Studies
The TCW Group September 2013 - Present
Monroe Credit Advisors LLC June 2009 - August 2013
Merrill Lynch Capital July 2002 - February 2008
Merrill Lynch 2002 - 2008
Fleet Capital July 1999 - July 2002
BankBoston Business Credit 1995 - 1999
BankBoston 1989 - 1999
Skills
Corporate Finance, Capital Markets, Financial Modeling, Credit, Private Equity, Portfolio Management, Due Diligence, Banking, Middle Market, Financial Services, Leveraged Finance, Restructuring, Underwriting, Finance, Asset Based Lending, Loans
Education
Babson College 1985 — 1989
BS, Finance & Investments
The TCW Group August 2015 - Present
The University of Alabama January 2015 - May 2015
IDR, Inc. August 2014 - December 2014
Viacom May 2014 - August 2014
BMW Manufacturing May 2012 - December 2013
JCDecaux June 2013 - August 2013
Faneuil Inc May 2011 - August 2011
Skills
SAP, Microsoft Suites, Data Entry, Telephone Skills, Time Management, Organized Multi-tasker, Access, Outlook, Teamwork, Microsoft Word, Administrative..., PowerPoint, Fax, Computer-savvy, Microsoft Excel, Microsoft Office 2007, Organizational..., Operations Management, Social Media, Event Planning, Public Speaking, Microsoft Office, Facebook
Education
University of Alabama 2014 — 2015
Masters of Science, Operations Management, Senior
University of Alabama 2010 — 2015
Bachelor of Science in Commerce and Business Administration, Operations Management Major Specializing in Sales, Senior
Spring Quarter January 2014 - Present
The TCW Group June 2013 - August 2013
UC Davis Student Housing August 2012 - February 2013
University of California January 2012 - February 2013
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Research, Creative Writing, Crisis Management, Student Counseling, Cinematography, Facebook, Facebook Fan Page..., YouTube, Film Editing, Community Outreach, Social Media, Public Speaking, Teaching, Event Planning
Education
University of California, Davis 2010 — 2015
BA, Economics, Political Science
The TCW Group November 2014 - Present
Trust Company of the West October 2013 - October 2014
Trust Company of the West August 2011 - October 2013
Trust Company of the West April 2008 - September 2011
Countrywide Securities Corporation May 2007 - February 2008
UCLA Medical Center September 2003 - June 2006
Skills
Compliance, VBA, Troubleshooting, Trading, SDLC, SQL, Visual Basic, SQL Server, Programming, Excel, Analysis, Windows, Microsoft Office, XML, C++, Microsoft SQL Server, Microsoft Excel, Equities, Business Analysis
Education
University of California, Los Angeles 2002 — 2006
Bachelors, Computer Science and Electrical Engineering
The TCW Group June 2015 - Present
LAPD June 2009 - Present
Applied Insights April 1998 - May 2015
Oaktree Capital Management 1998 - May 2015
Leep Technology 1996 - 1998
Barclays Global Investors 1996 - 1998
Deloitte 1996 - 1996
Trust Company of the West 1993 - 1996
Skills
Fixed Income, Back Office, Business Analysis, Bloomberg, Equities, Asset Managment, Risk Management, Project Management, Portfolio Management, Investments, Derivatives, Program Management, Structured Finance, Investment Strategies, Leadership, Management, Asset Management, Project Planning, Financial Modeling, Alternative Investments, Hedge Funds, Trading, Trading Systems, Finance, Private Equity, Valuation, Investment Banking, Mutual Funds, Due Diligence, Investment Management, Mergers & Acquisitions, Securities, Financial Analysis, Team Building, Capital Markets, Financial Services, Series 7, Credit Derivatives, Analysis, Financial Risk
Education
California State University-Northridge 1988 — 1991
B.S., Business (MIS emphasis)
The TCW Group September 2014 - Present
BNY Mellon May 2012 - September 2014
Bank of America August 2009 - May 2012
Starbucks Coffee May 2006 - January 2010
Dr. Lightfoot's Office October 2006 - December 2006
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, QuickBooks, Microsoft Word, Finance, Time Management, Leadership
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2007 — 2011
B.S., Accounting
John A. Rowland High School 2003 — 2007
High School Diploma, Accounting
The TCW Group December 2009 - Present
Metropolitan West Asset Management November 2006 - December 2009
Western Asset Management May 2004 - November 2006
Education
University of Southern California
Bachelor of Arts (B.A.), Accounting and Finance
The TCW Group February 2015 - Present
BNY Mellon June 2011 - February 2015
BNY Mellon August 2010 - June 2011
BNY Mellon October 2009 - August 2010
Wells Fargo Bank November 2008 - October 2009
Bank of America January 2007 - October 2008
Bank of America May 2002 - December 2006
Skills
Fixed Income, Bloomberg, Investments, Finance, Securities, Financial Services, Alternative Investments, Strategic Financial..., Accounting, Mutual Funds, Financial Reporting, Trading, Analysis, Emerging Markets, Management, Credit, Loans
Education
California State University-Los Angeles 2008 — 2009
BA, Finance
Pasadena City College 2003 — 2006
The TCW Group February 2015 - Present
Trust Company of the West February 2010 - Present
Trust Company of the West February 2009 - February 2010
Trust Company of the West July 2007 - February 2009
Trust Company of the West February 2007 - June 2007
Cliffwood Partners LLC January 2006 - December 2006
U.S. Trust, Bank of America Private Wealth Management March 2005 - September 2005
Skills
MBS, Structured Products, Mortgage, Fixed Income, CMBS, Mortgage Lending, Credit
Education
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (B.A.), Business Economics
The TCW Group March 2015 - Present
Trust Company of the West March 2012 - March 2015
Windward School November 2009 - March 2013
Trust Company of the West February 2010 - March 2012
Metropolitan West Asset Management September 2009 - February 2010
Skills
Fixed Income, Excel, Microsoft Office, Bloomberg, Derivatives, Management, Debt Settlement, Settlement, Total Return Swaps, Microsoft Excel, Equities, Investments, Bonds, Asset Management, Finance, Securities
Education
Boston College 2005 — 2009
BA, Communications
Windward High School 2000 — 2005
The TCW Group February 2015 - Present
Trust Company of the West February 2011 - January 2015
Trust Company of the West July 2007 - February 2011
Trust Company of the West September 2005 - July 2007
3Dconnexion June 2004 - August 2004
Skills
Asset Managment, Portfolio Performance..., Asset Allocation, Equities, Fixed Income, Alternative Investments, Mutual Funds, Series 7, Series 63, Series 65, Investment Management, Hedge Funds, Investments, Valuation, Portfolio Management, Bloomberg, Investment Strategies, Fund Of Funds, Equity Research, Securities, Asset Management, Capital Markets, Bonds, Structured Products, ETFs, Finance, Bloomberg Terminal, Investment Advisory
Education
University of Southern California - Marshall School of Business 2009 — 2012
MBA
Santa Clara University 2001 — 2005
BS, Finance
Loyola High School 1997 — 2001
LyonRoss Capital Management, LLC July 2014 - February 2015
Strategos Capital Management. LLC June 2007 - May 2013
GSC Group March 2005 - February 2007
The TCW Group November 1993 - February 2005
Putnam Investments December 1987 - November 1991
Drexel Burnham Lambert October 1985 - November 1987
State Street Bank December 1983 - September 1985
Skills
Hedge Funds, Capital Markets, Management, Investments, Alternative Investments, Investment Banking, Asset Management, Fixed Income, Structured Finance, Portfolio Management, Private Equity, Securities, Financial Structuring, Structured Products, Risk Management, Funding, Banking
Education
Boston University Questrom School of Business 1981 — 1983
MBA, Finance
Brown University 1976 — 1980
AB, Environmental Studies
Portland High School 1973 — 1976
Herbalife November 2014 - Present
Herbalife November 2013 - November 2014
Herbalife December 2009 - November 2013
Herbalife December 2007 - November 2009
American Express June 2006 - October 2007
American Express June 2005 - August 2005
Western Asset Management March 2002 - June 2004
Mellon Bank March 2001 - February 2002
The TCW Group January 1999 - February 2001
Education
Cornell University - Johnson Graduate School of Management 2004 — 2006
MBA
The Hong Kong University of Science and Technology 2005 — 2005
MBA
University of California, Irvine 1994 — 1998
BA
The TCW Group February 2011 - Present
Care One Credit May 2010 - January 2011
Self-Employed April 2007 - May 2010
Verizon Wireless November 2006 - April 2007
Verizon Wireless July 2004 - November 2006
Verizon Wireless March 2004 - July 2004
Rescom Mortgage Company October 2002 - March 2004
Smith Barney (Beverly Hills) April 2000 - October 2002
TCW (downtown Los Angeles) March 1997 - January 2000
Skills
Customer Service, Marketing, Management, Investments, Marketing Strategy, Networking, Portfolio Management, Pricing, Sales, Troubleshooting, Microsoft Word, CRM, Cold Calling, Trading, Time Management, Analysis
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1992 — 1996
BA, Marketing
Sunny Hills High School
The TCW Group March 2015 - April 2015
American Funds November 2010 - June 2014
American Funds April 2006 - 2010
Fidelity Investments March 2002 - April 2006
Fidelity Investments September 1999 - March 2002
Skills
Strategic Planning, Sales Execution, Sales Enablement Tools, Public Speaking, Mutual Funds, Series 63, Series 7, Asset Allocation, Investments, Investment Strategies, Securities, Wealth Management, 529 Plans, Qualified Retirement..., Sales, Marketing, Cross-functional Team..., Separately Managed..., Investment Advisory, Asset Management, 401k, Series 6, Alternative Investments, Group Presentations, Retirement
Education
University of Massachusetts Dartmouth 1995 — 1999
BS - History
The TCW Group April 2014 - Present
PIMCO January 2011 - April 2014
Allianz Global Investors June 2007 - December 2010
Northwestern Mutual February 2006 - June 2007
Raymond James Financial January 2005 - January 2006
Skills
Series 7, Mutual Funds, Asset Allocation, Separately Managed..., Alternative Investments, Series 63, Investments, Retirement, Finance, Financial Advisory, ETFs
Education
Southern Connecticut State University 2003 — 2006
Finance
Cornerstone Capital Management January 2014 - Present
Platte River Capital March 2011 - December 2013
Marsico Capital Management July 2008 - March 2011
The TCW Group 2007 - 2007
Bel Air Investment Advisors 2003 - 2006
Skills
Hedge Funds, Equities, Valuation, Equity Research, Financial Modeling, Equity Valuation, Bloomberg, Financial Analysis, Capital Markets, Investments, Asset Management, Portfolio Management
Education
UCLA Anderson School of Management 2006 — 2008
University of Wisconsin-Madison 1999 — 2003
BS, Economics
The TCW Group February 2015 - Present
Extron Electronics February 2011 - February 2015
Extron Electronics August 2010 - February 2011
Extron Electronics February 2008 - August 2010
Extron Electronics August 2006 - February 2008
Skills
Software Engineering, C, C++, HTML, C#, .NET, WPF, MVVM, Unit Testing, Software Lifecycle..., Regression Testing, Software Requirements, Software Project..., Product Management, Process Improvement, Team Leadership, Team Building, Product Development, Computer Engineering, V&V, RS232, TCP/IP, XML, Java, JavaScript, IR
Education
California State University-Fullerton 2010 — 2012
Masters of Science, Software Engineering
University of California, Irvine 2001 — 2006
Bachelors of Science, Electrical Engineering & Computer Science
The TCW Group July 2015 - Present
Columbia Management June 2014 - June 2015
Western Asset Management Co. June 2000 - May 2013
Pacific Investment Management Co. June 1996 - May 1999
Teledyne, Inc. June 1993 - June 1996
Skills
Investments, Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management, Fixed Income, Asset Management, Bonds, Bloomberg, Mutual Funds, Trading, Options, Money Market, Investment Management, Commodity, Derivatives, ETFs, Structured Products, Securities, ABS, Global Macro, Capital Markets, Swaps
Education
University of Southern California - Marshall School of Business 1998 — 2000
MBA, Finance / Investments
University of California, Los Angeles 1989 — 1993
BA, Economics
The TCW Group May 2013 - Present
State Street April 2001 - May 2012
The Ayco Company, L.P. (A Goldman Sachs Company) 1997 - 2001
Skills
Fixed Income, Derivatives, Mutual Funds, Equities, Corporate Actions, Securities, Middle Office, Asset Managment, Bonds, Settlement, Business Analysis, Bloomberg, Research, Risk Management, Financial Services, Valuation, Auditing, Analysis, Asset Management
Education
University of California, Irvine 1990 — 1994
Bachelor of Arts
The TCW Group March 2015 - Present
The TCW Group February 2010 - Present
Metropolitan West Asset Management March 2005 - Present
Skills
Asset Management, Fixed Income, Bloomberg, Investments, Mutual Funds, Alternative Investments, Investment Management, Investment Strategies, Finance, Derivatives
Education
Loyola Marymount University 1993 — 1997
Loyola Marymount University, College of Business Administration 1993 — 1997
The TCW Group May 2014 - Present
Chapman University January 2011 - Present
SA Recycling 2008 - March 2012
Avega Health Systems 2007 - 2008
Custom Business Solutions 2005 - 2007
Skills
Windows Server, Virtualization, VMware, Microsoft Exchange, Hyper-V, Active Directory, Servers, VMware ESX, Group Policy, Data Center, Troubleshooting
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2005
Self-employed September 2013 - Present
Essential Discovery October 2010 - August 2013
Update Legal August 2010 - October 2010
The TCW Group July 2008 - February 2009
UCLA - Dept. of Asian Languages and Cultures November 2000 - July 2002
Education
University of California, Hastings College of the Law 2002 — 2005
J.D., LAW
University of California, Los Angeles 1995 — 1999
BA, History, East Asian Studies
University of California, San Diego 1995 — 1997
History
The TCW Group April 2015 - Present
Thornburg Investment Management December 2010 - April 2015
Palisades Investment Partners March 2007 - December 2010
Skills
Asset Allocation, Equities, Investment Management, Asset Managment, Investments, Series 7, Investment Strategies, Venture Capital, Financial Modeling, Derivatives, Portfolio Management, Pension Funds, Financial Services, Asset Management, Financial Analysis, Hedge Funds, Private Equity, Alternative Investments, Investment Advisory, Equity Research, Fixed Income, Wealth Management, Mutual Funds, Securities
Education
Miami University 1998 — 2002
The TCW Group September 2014 - Present
VelocityShares September 2009 - September 2014
Coral Bay Capital March 2006 - November 2010
DMR Mortgage Opportunity Fund 2008 - 2010
Bridgewater Associates June 2003 - March 2006
Barclays Capital April 1997 - June 2003
iBoxx Ltd 2000 - 2003
First Boston July 1992 - April 1997
Financial Security Assurance March 1988 - July 1992
EF Hutton May 1984 - March 1988
Skills
Capital Markets, Asset Management, Alternative Investments, Fixed Income, Hedge Funds, Management, Investment Banking, Equities, Structured Products, Investments, Investment Management, Portfolio Management, Derivatives, Asset Managment, Bloomberg, Asset Allocation, Investment Strategies, Risk Management
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Union College 1978 — 1982
staples high school
KKR April 2014 - Present
The TCW Group February 2014 - April 2014
TCW Group October 2010 - February 2014
TCW Group May 2006 - October 2010
Merrill Lynch May 2005 - August 2005
Skills
Fixed Income, Mutual Funds, Investment Strategies, Equities, Morningstar Direct, Thomson Baseline, StyleADVISOR, Fixed Income Products, Competitive Analysis, Coates Analytics, Capital Markets, Analytics, Morningstar, Investments, Bloomberg Excel API, Morningstar Excel API, Barclays Live, Bloomberg, Finance, Strategy, Trading, Financial Modeling, Alternative Investments, Asset Management, Portfolio Management, Hedge Funds
Education
Loyola Marymount University 2002 — 2006
Business Administration, Finance, International Investments
International School of Manila 1996 — 2001
High School Degree, High School Degree
International School of Bangkok
IFC - International Finance Corporation July 2014 - Present
Crescent Capital Group August 2013 - July 2014
Citi June 2010 - June 2013
U.S. Department of the Treasury September 2009 - December 2009
The TCW Group June 2009 - August 2009
Skills
Leveraged Finance, Valuation, Investment Banking, Fixed Income, LBO, Capital Markets, Emerging Markets, International Business, International..., Corporate Finance, Financial Analysis, Due Diligence, Credit Analysis
Education
Georgetown University 2006 — 2010
BSFS, International Economics
Oaktree Capital Management April 2015 - Present
The TCW Group February 2015 - April 2015
Trust Company of the West April 2013 - April 2015
The Capital Group Companies March 2012 - December 2012
Pacific Investment Management Company July 2010 - March 2012
Kinecta Federal Credit Union July 2009 - July 2010
Kinecta Federal Credit Union December 2005 - July 2009
Kinecta Federal Credit Union October 2003 - December 2005
Education
California State University-Long Beach 2004 — 2008
Bachelor's of Science, Business Finance - Financial Management & Investments
Redondo Union High School
The TCW Group December 1993 - Present
The TCW Group January 2004 - 2008
Skills
Finance, Business Strategy, Alternative Investments, Valuation, Financial Services, Equities, Real Estate, Mergers & Acquisitions, Investments, Mutual Funds, Asset Managment, Fixed Income, Human Resources, Real Estate Development, Investment Management, Management, Series 7, Private Equity, Real Estate Financing, Bloomberg, Strategy, Accounting, Financial Analysis, Asset Management, Risk Management, Securities, Portfolio Management, Strategic Planning, Hedge Funds, Banking, Due Diligence, Financial Modeling
Education
UCLA 1980 — 1984
Bachelor of Arts, Business Economics
The TCW Group April 2014 - Present
Aurora Capital Group August 2010 - Present
Jefferies & Company June 2010 - August 2010
Jefferies & Company June 2007 - June 2010
Navigant Capital Advisors July 2006 - September 2006
Europlay Capital Advisors January 2006 - June 2006
Education
University of California, Los Angeles
BA, Business Economics
El Camino Fundamental High School 2000 — 2004
The TCW Group May 2015 - Present
PIMCO July 2010 - May 2015
PAAMCO 2009 - 2010
Lehman Brothers June 2008 - August 2008
HSBC May 2005 - April 2007
M. Safra & Co. April 2004 - May 2005
UBS Investment Bank July 2002 - April 2004
Skills
Fixed Income, Due Diligence, Investments, Hedge Funds, Valuation, Private Equity, Asset Management, Equities, Financial Modeling, Management, Bloomberg, Financial Analysis, Capital Markets, Trading, Alternative Investments, Portfolio Management
Education
Harvard Business School 2007 — 2009
MBA
Yale University 1998 — 2002
BA, Economics
KLHT
Payden & Rygel October 2010 - September 2015
Prudential Capital Group April 2007 - July 2010
The TCW Group April 2006 - December 2006
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Valuation, Microsoft Excel, Alternative Investments, Microsoft Office, Private Equity, Mutual Funds, Business Strategy
Education
University of California, Los Angeles 2002 — 2007
Bachelor of Science (BS), Mathematics/Applied Science
University of Durham, St John's College 2004 — 2005
Moore Capital Management December 2014 - Present
The TCW Group July 2014 - September 2014
Crowdnetic March 2014 - May 2014
Columbia University in the City of New York February 2014 - May 2014
Columbia University Medical Center - Ultrasound Elasticity Imaging Laboratory May 2013 - August 2013
Bank of China August 2012 - September 2012
DongFeng Peugeot Citroen Automobile June 2012 - August 2012
Skills
Machine Learning, Hedge Funds, Java, Python, C++, Oracle, MySQL, Matlab, Algorithms, Google App Engine, Amazon Web Services..., Data Mining, Financial Engineering, Numerical Analysis, Finite Element Analysis, Finite Difference Method, OpenFOAM, Fluent, Gmsh, Numerical Simulation, Applied Mathematics, Partial Differential..., C, R, Data Analysis, Microsoft Excel, Programming, VBA
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Computer Science
University of Melbourne 2007 — 2011
Bachelor, Engineering(Mechatronics)/Computer Science, Honors
The TCW Group July 2014 - Present
Interactive Data October 2013 - July 2014
LPL Financial October 2012 - May 2013
Pacific Life June 2012 - September 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
BS, Business Administration
The TCW Group July 2014 - Present
Paramount Pictures April 2014 - July 2014
Hold Brothers Capital, LLC February 2014 - April 2014
Morgan Stanley June 2011 - August 2011
San Fernando Valley Neurological Medical Group June 2010 - January 2011
Skills
ThomsonOne, Security APL, OnBase, Wombat, Microsoft Excel, Bloomberg, Equities, Economics, Financial Modeling, PowerPoint, Data Analysis, Customer Service, Technical Analysis, Securities, Investment Strategies, FINRA, Bloomberg Terminal, Equity Trading, Portfolio Management, Valuation, Equity Research, Fixed Income
Education
CFA Institute
Chartered Financial Analyst Level 2 Candidate
University of California, Santa Barbara 2009 — 2013
Bachelor
Campbell Hall High School 2005 — 2009
High School Diploma
The TCW Group August 2014 - Present
York Capital Management May 2013 - August 2013
Trust Company of the West August 2010 - August 2012
Trust Company of the West September 2007 - August 2010
Skills
Equity Research, Bloomberg, Equities, Hedge Funds, Fixed Income, Valuation, Alternative Investments, Financial Modeling, Asset Management, Capital Markets, Equity Valuation, Portfolio Management, Investments, Investment Management, Quantitative Analytics
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2003 — 2007
BS in Finance, Finance, Accounting, Economics, Statistics, Marketing, Japanese
The TCW Group June 2014 - Present
ERI Economic Research Institute July 2013 - June 2014
Merrill Lynch March 2012 - June 2012
Skills
Microsoft Office, QuickBooks, Eviews, Microsoft Excel, Leadership, Finance, Real Estate, Financial Analysis, Data Analysis, Analysis, Accounting, Financial Reporting, Statistics, PowerPoint, Outlook, Microsoft Word, Mutual Funds
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts, Business Economics
Stifel Financial Corp. April 2013 - Present
Keygent LLC May 2012 - March 2013
Keygent LLC December 2009 - May 2012
Keygent LLC June 2009 - December 2009
The TCW Group February 2009 - May 2009
Skills
Investment Banking, Municipal Bonds, Financial Modeling, Capital Markets, Credit Analysis, Financial Analysis, Valuation, Fixed Income, Bloomberg, Cash Flow, School Districts, DBC, Microsoft Excel, Event Planning, Strategic Financial..., Economics, Finance
Education
University of California, Los Angeles 2006 — 2009
Bachelor's Degree, Economics
The TCW Group Equity AnalystThe TCW GroupJanuary 2008 - Present
Skills
Asset Management, Capital Markets, Equities, Equity Research, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Valuation, Investment Management, Finance, Mutual Funds
Education
University of Southern California - Marshall School of Business 2012 — 2014
Master of Business Administration (MBA), MBA
University of California, Irvine 1998 — 2002
Bachelor of Arts (B.A.), Economics