Thornburg Investment Management
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Thornburg Investment Management Employees
Employee
Years
Job
Industry
Scott Burch Scott Burch's Thornburg Investment Management Experience May 2014 - Present
Job Graphic Design Professional
Industry Graphic Design
Experience
Thornburg Investment Management May 2014 - Present
Cartifact, Inc. 2005 - 2014
Herbert Wise - Photographer November 2004 - October 2010
Santa Fe Greenhouses March 2001 - September 2003
Skills
Graphic Design, Visual Literacy, Information Design, Cartography, Digital Imaging, Remote Sensing, GIS, Photography, Motion Graphics, iOS Design, iOS development, Photoshop, After Effects, Illustrator, InDesign, Large Format, Digital Printing, Ecological Design, Plant Ecology, Landscape Ecology, Ecological Restoration, Native Plants, Bicycle, Bicycle Repair, Adobe Creative Suite, Brochures, Image Manipulation, Posters, ArcGIS, Web Mapping
Education
Santa Fe University of Art and Design 1999 — 2004
Bachelor of Arts (BA), Conservation Science - Photo-documentary
Thornburg Investment Management May 2014 - Present
Cartifact, Inc. 2005 - 2014
Herbert Wise - Photographer November 2004 - October 2010
Santa Fe Greenhouses March 2001 - September 2003
Skills
Graphic Design, Visual Literacy, Information Design, Cartography, Digital Imaging, Remote Sensing, GIS, Photography, Motion Graphics, iOS Design, iOS development, Photoshop, After Effects, Illustrator, InDesign, Large Format, Digital Printing, Ecological Design, Plant Ecology, Landscape Ecology, Ecological Restoration, Native Plants, Bicycle, Bicycle Repair, Adobe Creative Suite, Brochures, Image Manipulation, Posters, ArcGIS, Web Mapping
Education
Santa Fe University of Art and Design 1999 — 2004
Bachelor of Arts (BA), Conservation Science - Photo-documentary
Hana S. Stelzer, CPA, CGMA Hana S. Stelzer, CPA, CGMA's Thornburg Investment Management Experience April 2010 - Present
Job Assistant Controller at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management April 2010 - Present
KPMG US 2008 - 2010
Meyners + Company 2005 - 2008
Skills
Deadline Driven, Financial Reporting, Financial Analysis, Supervisory Experience, Project Management, Auditing, Organization &..., Highly detail oriented, Process Improvement, Internal Controls, Compliance, Financial Statements, General Ledger, Leadership
Education
The University of New Mexico - Robert O. Anderson School of Management 2001 — 2005
MBA, Accounting, A
The University of New Mexico 1996 — 2000
Bachelor of University Studies, General Studies, A
Thornburg Investment Management April 2010 - Present
KPMG US 2008 - 2010
Meyners + Company 2005 - 2008
Skills
Deadline Driven, Financial Reporting, Financial Analysis, Supervisory Experience, Project Management, Auditing, Organization &..., Highly detail oriented, Process Improvement, Internal Controls, Compliance, Financial Statements, General Ledger, Leadership
Education
The University of New Mexico - Robert O. Anderson School of Management 2001 — 2005
MBA, Accounting, A
The University of New Mexico 1996 — 2000
Bachelor of University Studies, General Studies, A
Jared Pratt, CFA Jared Pratt, CFA's Thornburg Investment Management Experience March 2007 - June 2012
Job Assistant Vice President at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments March 2015 - Present
Nuveen Investments March 2014 - February 2015
Nuveen Investments July 2012 - February 2014
Thornburg Investment Management March 2007 - June 2012
Skills
Mutual Funds, Asset Allocation, Investments, Series 7, Series 63, Fixed Income, Asset Management, Alternative Investments, Portfolio Management, Equities, Chartered Financial..., Wealth Management, Financial Markets
Education
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2006
B.B.A., Finance, Summa Cum Laude
Nuveen Investments March 2015 - Present
Nuveen Investments March 2014 - February 2015
Nuveen Investments July 2012 - February 2014
Thornburg Investment Management March 2007 - June 2012
Skills
Mutual Funds, Asset Allocation, Investments, Series 7, Series 63, Fixed Income, Asset Management, Alternative Investments, Portfolio Management, Equities, Chartered Financial..., Wealth Management, Financial Markets
Education
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2006
B.B.A., Finance, Summa Cum Laude
Rebecca Carrier Rebecca Carrier's Thornburg Investment Management Experience September 2011 - Present
Job Director of Corporate Communications
Industry Public Relations and Communications
Experience
Thornburg Investment Management September 2011 - Present
The Pinon Group, Inc. January 1993 - January 2011
Skills
Strategy, Leadership, Strategic Planning, Executive Coaching, Team Building, Entrepreneurship, Coaching, Operations Management, Leadership Development, Marketing Strategy, Business Process..., Business Planning, Management Consulting, Employee Training, Change Management, Start-ups, Business Development, Strategic Partnerships, Cross-functional Team..., Program Management, Management, Business Strategy, Telecommunications, Process Improvement, Executive Management, Organizational..., Training, CRM, Strategic Communications, Public Relations, Contract Negotiation, Internal Communications, New Business Development
Education
Sonoma State University
San Francisco State University
Thornburg Investment Management September 2011 - Present
The Pinon Group, Inc. January 1993 - January 2011
Skills
Strategy, Leadership, Strategic Planning, Executive Coaching, Team Building, Entrepreneurship, Coaching, Operations Management, Leadership Development, Marketing Strategy, Business Process..., Business Planning, Management Consulting, Employee Training, Change Management, Start-ups, Business Development, Strategic Partnerships, Cross-functional Team..., Program Management, Management, Business Strategy, Telecommunications, Process Improvement, Executive Management, Organizational..., Training, CRM, Strategic Communications, Public Relations, Contract Negotiation, Internal Communications, New Business Development
Education
Sonoma State University
San Francisco State University
Brian Bouchard's Thornburg Investment Management Experience February 2011 - Present
Job Wells Fargo DCIO
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Thornburg Investment Management February 2011 - Present
Morgan Stanley Smith Barney June 2010 - March 2011
Morgan Stanley Smith Barney July 2009 - June 2010
Morgan Stanley April 2008 - July 2009
Merrill Lynch 2003 - 2008
Education
Harvard Extension School 1993 — 1995
The Catholic University of America 1987 — 1990
Wells Fargo August 2015 - Present
Thornburg Investment Management February 2011 - Present
Morgan Stanley Smith Barney June 2010 - March 2011
Morgan Stanley Smith Barney July 2009 - June 2010
Morgan Stanley April 2008 - July 2009
Merrill Lynch 2003 - 2008
Education
Harvard Extension School 1993 — 1995
The Catholic University of America 1987 — 1990
Andrew Hockey Andrew Hockey's Thornburg Investment Management Experience May 2015 - Present
Job Securities Settlement Associate at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management May 2015 - Present
Fidelity Investments May 2014 - December 2014
Portfolio Wealth Advisors March 2014 - May 2014
Skills
Microsoft Excel, Finance, Research, Microsoft Office, Teamwork, Data Analysis, Investments, Financial Analysis, Analysis, Portfolio Management, Customer Service, Leadership, PowerPoint, Microsoft Word, Time Management, Accounting, Event Planning, Team Leadership, Windows, Data Entry, English, Management, Matlab, Valuation, Financial Modeling, Public Speaking, Equities, Fixed Income
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Thornburg Investment Management May 2015 - Present
Fidelity Investments May 2014 - December 2014
Portfolio Wealth Advisors March 2014 - May 2014
Skills
Microsoft Excel, Finance, Research, Microsoft Office, Teamwork, Data Analysis, Investments, Financial Analysis, Analysis, Portfolio Management, Customer Service, Leadership, PowerPoint, Microsoft Word, Time Management, Accounting, Event Planning, Team Leadership, Windows, Data Entry, English, Management, Matlab, Valuation, Financial Modeling, Public Speaking, Equities, Fixed Income
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Matthew Seiter, CIMA® Matthew Seiter, CIMA®'s Thornburg Investment Management Experience December 2013 - Present
Job Regional Consultant at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management December 2013 - Present
John Hancock Investments October 2008 - December 2013
Skills
401k, Alternative Investments, Asset Allocation, Investments, Mutual Funds, Retirement Planning, Separately Managed..., Series 7, Wealth Management
Education
University of Missouri-Columbia 2002 — 2006
Bachelor of Science in Business, Economics and Finance
Thornburg Investment Management December 2013 - Present
John Hancock Investments October 2008 - December 2013
Skills
401k, Alternative Investments, Asset Allocation, Investments, Mutual Funds, Retirement Planning, Separately Managed..., Series 7, Wealth Management
Education
University of Missouri-Columbia 2002 — 2006
Bachelor of Science in Business, Economics and Finance
Paul Madrid, CFA, CFP®, AIF® Paul Madrid, CFA, CFP®, AIF®'s Thornburg Investment Management Experience March 2007 - March 2008
Job Senior Portfolio Manager
Industry Investment Management
Experience
REDW Stanley Financial Advisors LLC March 2008 - Present
C&M Orthopedic Solutions, LLC January 2012 - June 2014
Thornburg Investment Management March 2007 - March 2008
Independent August 2004 - February 2007
Skills
Investments, Financial Planning, Management, Trading, Information Technology
Education
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Finance & Economics, Magna Cum Laude
REDW Stanley Financial Advisors LLC March 2008 - Present
C&M Orthopedic Solutions, LLC January 2012 - June 2014
Thornburg Investment Management March 2007 - March 2008
Independent August 2004 - February 2007
Skills
Investments, Financial Planning, Management, Trading, Information Technology
Education
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Finance & Economics, Magna Cum Laude
Patrick Gendron Patrick Gendron's Thornburg Investment Management Experience April 2012 - Present
Job Internal Sales Consultant at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management April 2012 - Present
Wells Fargo May 2011 - March 2012
Wells Fargo January 2010 - May 2011
Wells Fargo December 2008 - January 2010
Wells Fargo December 2007 - December 2008
Wells Fargo March 2007 - December 2007
Kaplan Test Prep August 2006 - February 2007
New Mexico Public Interest Research Group May 2005 - August 2005
UNM Public Interest Research Group August 2003 - December 2004
Skills
Customer Service, Investments, Sales, Banking, Finance, Sales Operations, Mortgage Lending, Research, Accounting, Insurance, Selling, Employee Benefits, Series 63, Relationship Management, New Business Development, Business Development, Leadership, Financial Analysis
Education
The University of New Mexico 2001 — 2005
Bachelor of Arts (BA), Communication, General
Thornburg Investment Management April 2012 - Present
Wells Fargo May 2011 - March 2012
Wells Fargo January 2010 - May 2011
Wells Fargo December 2008 - January 2010
Wells Fargo December 2007 - December 2008
Wells Fargo March 2007 - December 2007
Kaplan Test Prep August 2006 - February 2007
New Mexico Public Interest Research Group May 2005 - August 2005
UNM Public Interest Research Group August 2003 - December 2004
Skills
Customer Service, Investments, Sales, Banking, Finance, Sales Operations, Mortgage Lending, Research, Accounting, Insurance, Selling, Employee Benefits, Series 63, Relationship Management, New Business Development, Business Development, Leadership, Financial Analysis
Education
The University of New Mexico 2001 — 2005
Bachelor of Arts (BA), Communication, General
ERIC MECHENBIER ERIC MECHENBIER's Thornburg Investment Management Experience 2008 - 2009
Job CEO at MechenbierIT
Industry Information Technology and Services
Experience
MechenbierIT 2013 - Present
Sharp Informatics 2009 - 2013
Thornburg Investment Management 2008 - 2009
Cerner Corporation 2001 - 2005
Skills
Project Management, Strategic Planning, Analysis, Leadership, Management, Business Analysis, Training, Marketing, Business Development, Entrepreneurship, Testing, Databases, Process Improvement, Product Development, Microsoft Office, Portfolio Management, MS Project, Start-ups, Marketing Communications, Windows, Public Speaking, Business Intelligence, Budgets, Database Design, Data Analysis, Software Documentation
Education
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2007
MBA, Finance, Marketing
University of Oklahoma - Price College of Business 1996 — 2000
BBA, Managment Information Systems (MIS)
MechenbierIT 2013 - Present
Sharp Informatics 2009 - 2013
Thornburg Investment Management 2008 - 2009
Cerner Corporation 2001 - 2005
Skills
Project Management, Strategic Planning, Analysis, Leadership, Management, Business Analysis, Training, Marketing, Business Development, Entrepreneurship, Testing, Databases, Process Improvement, Product Development, Microsoft Office, Portfolio Management, MS Project, Start-ups, Marketing Communications, Windows, Public Speaking, Business Intelligence, Budgets, Database Design, Data Analysis, Software Documentation
Education
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2007
MBA, Finance, Marketing
University of Oklahoma - Price College of Business 1996 — 2000
BBA, Managment Information Systems (MIS)
Calvin Gipson Calvin Gipson's Thornburg Investment Management Experience February 2014 - Present
Job Operations Associate at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management February 2014 - Present
UNM Rentals May 2007 - February 2014
WSTR 2013 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Finance, Financial Analysis, Team Leadership, Teamwork, Analysis
Education
The University of New Mexico 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Thornburg Investment Management February 2014 - Present
UNM Rentals May 2007 - February 2014
WSTR 2013 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Finance, Financial Analysis, Team Leadership, Teamwork, Analysis
Education
The University of New Mexico 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Josh Yafa Josh Yafa's Thornburg Investment Management Experience June 2012 - Present
Job Client Portfolio Manager at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management June 2012 - Present
Franklin Templeton Investments March 2011 - June 2012
Barclays Wealth June 2006 - March 2011
Understood Communications December 2001 - September 2005
Tambourine, Inc August 2000 - December 2001
The Balance Bar Company August 1997 - September 1999
Skills
Investments, Equities, Asset Managment, Fixed Income, New Business Development, Financial Services, Mutual Funds, Series 7, Asset Allocation, Investment Management, Investment Advisory, Emerging Markets, Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Strategy, Bonds
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA, Finance
University of California, Santa Barbara 1993 — 1997
BA (Honors), Business Economics
University of Melbourne 1996 — 1996
Commerce
Thornburg Investment Management June 2012 - Present
Franklin Templeton Investments March 2011 - June 2012
Barclays Wealth June 2006 - March 2011
Understood Communications December 2001 - September 2005
Tambourine, Inc August 2000 - December 2001
The Balance Bar Company August 1997 - September 1999
Skills
Investments, Equities, Asset Managment, Fixed Income, New Business Development, Financial Services, Mutual Funds, Series 7, Asset Allocation, Investment Management, Investment Advisory, Emerging Markets, Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Strategy, Bonds
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA, Finance
University of California, Santa Barbara 1993 — 1997
BA (Honors), Business Economics
University of Melbourne 1996 — 1996
Commerce
Kayla Burger Kayla Burger's Thornburg Investment Management Experience
Job Equity Trader at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management
Skills
Equities, Series 7, Series 63
Education
DePaul University
Finance, General and Business Management
Thornburg Investment Management
Skills
Equities, Series 7, Series 63
Education
DePaul University
Finance, General and Business Management
Todd Wax, CFA Todd Wax, CFA's Thornburg Investment Management Experience June 2012 - Present
Job Mutual Fund Research Communications Specialist at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management June 2012 - Present
Thornburg Investment Management March 2012 - June 2012
Thornburg Investment Management March 2010 - March 2012
Fidelity Investments March 2007 - May 2009
Kysor Panel Systems June 2003 - March 2007
Amegy Bank June 2002 - August 2002
Regions Bank June 1998 - August 1998
UBS Wealth Management January 1998 - February 1998
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2009
MBA, 3.8
Texas Christian University - M.J. Neeley School of Business 1998 — 2003
BBA
Thornburg Investment Management June 2012 - Present
Thornburg Investment Management March 2012 - June 2012
Thornburg Investment Management March 2010 - March 2012
Fidelity Investments March 2007 - May 2009
Kysor Panel Systems June 2003 - March 2007
Amegy Bank June 2002 - August 2002
Regions Bank June 1998 - August 1998
UBS Wealth Management January 1998 - February 1998
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2009
MBA, 3.8
Texas Christian University - M.J. Neeley School of Business 1998 — 2003
BBA
Adam Sparkman Adam Sparkman's Thornburg Investment Management Experience May 2014 - Present
Job Marketing Communications Associate at Thornburg Investment Management
Industry Research
Experience
Thornburg Investment Management May 2014 - Present
Los Alamos National Laboratory June 2011 - April 2014
ACCION New Mexico, Arizona, Colorado October 2010 - December 2010
Skills
Financial Modeling, Data Analysis, Microsoft Excel, Project Management, Budgets, Business Planning, Strategy, Analysis, Microsoft Office, Proposal Writing, Public Speaking, PowerPoint, Research
Education
New Mexico State University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
University of Arkansas at Fayetteville 2005 — 2009
Bachelor of Science (B.S.), Finance, 3.75
Thornburg Investment Management May 2014 - Present
Los Alamos National Laboratory June 2011 - April 2014
ACCION New Mexico, Arizona, Colorado October 2010 - December 2010
Skills
Financial Modeling, Data Analysis, Microsoft Excel, Project Management, Budgets, Business Planning, Strategy, Analysis, Microsoft Office, Proposal Writing, Public Speaking, PowerPoint, Research
Education
New Mexico State University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
University of Arkansas at Fayetteville 2005 — 2009
Bachelor of Science (B.S.), Finance, 3.75
Dominic Sategna Dominic Sategna's Thornburg Investment Management Experience May 2014 - Present
Job Marketing Communications Associate at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management May 2014 - Present
University of New Mexico January 2014 - Present
The Stoneharbor Group August 2013 - January 2014
University of New Mexico August 2012 - December 2013
Scalo Northern Italian Grill May 2009 - August 2012
Losee Architects August 2007 - November 2008
NM Institute for Environmental Education August 2006 - August 2007
Skills
Marketing, Customer Service, Research, Microsoft Office, Microsoft Excel, Budgets, Management, Financial Analysis, VBA, FactSet, Architectures, Nonprofits, Public Speaking, Microsoft Word, Leadership, Team Leadership, Financial Modeling, Fundraising, Editing, Revit, Adobe Creative Suite, Community Outreach, Photoshop, Revit Training, AutoCAD, Illustrator, Recruiting, PowerPoint
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2014
MBA, Finance and Policy and Planning, 3.85
The University of New Mexico 2001 — 2007
Bachelor of Arts (BA), Architecture, 3.33
Thornburg Investment Management May 2014 - Present
University of New Mexico January 2014 - Present
The Stoneharbor Group August 2013 - January 2014
University of New Mexico August 2012 - December 2013
Scalo Northern Italian Grill May 2009 - August 2012
Losee Architects August 2007 - November 2008
NM Institute for Environmental Education August 2006 - August 2007
Skills
Marketing, Customer Service, Research, Microsoft Office, Microsoft Excel, Budgets, Management, Financial Analysis, VBA, FactSet, Architectures, Nonprofits, Public Speaking, Microsoft Word, Leadership, Team Leadership, Financial Modeling, Fundraising, Editing, Revit, Adobe Creative Suite, Community Outreach, Photoshop, Revit Training, AutoCAD, Illustrator, Recruiting, PowerPoint
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2014
MBA, Finance and Policy and Planning, 3.85
The University of New Mexico 2001 — 2007
Bachelor of Arts (BA), Architecture, 3.33
Regina Gaysina Regina Gaysina's Thornburg Investment Management Experience October 2012 - July 2014
Job Municipal Finance Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets June 2015 - Present
Cetera Advisor Networks LLC July 2014 - June 2015
Thornburg Investment Management October 2012 - July 2014
New Mexico State Treasurer's Office June 2012 - July 2012
Northwestern Mutual January 2012 - May 2012
UNM August 2011 - May 2012
Skills
Financial Analysis, Strategic Financial..., Financial Planning, PowerPoint, Data Analysis, Strategic Planning, Customer Service
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2012
MBA, Finance, 3.95
Ural State University named after A.M.Gorky 2006 — 2010
BA, International Relations/German
RBC Capital Markets June 2015 - Present
Cetera Advisor Networks LLC July 2014 - June 2015
Thornburg Investment Management October 2012 - July 2014
New Mexico State Treasurer's Office June 2012 - July 2012
Northwestern Mutual January 2012 - May 2012
UNM August 2011 - May 2012
Skills
Financial Analysis, Strategic Financial..., Financial Planning, PowerPoint, Data Analysis, Strategic Planning, Customer Service
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2012
MBA, Finance, 3.95
Ural State University named after A.M.Gorky 2006 — 2010
BA, International Relations/German
Matt Hubbell Matt Hubbell's Thornburg Investment Management Experience August 2001 - July 2005
Job Wealth Management Practice
Industry Financial Services
Experience
Maverick Wealth Management May 2015 - Present
Ameriprise Financial Services, Inc. September 2012 - May 2015
Edward Jones May 2009 - September 2012
TD Ameritrade 2007 - 2008
TD Ameritrade 2007 - 2008
TD Ameritrade 2007 - 2008
New York Life October 2006 - June 2007
Thornburg Investment Management August 2001 - July 2005
Education
University of Oklahoma 1982 — 1985
Bachelor's Degree
Maverick Wealth Management May 2015 - Present
Ameriprise Financial Services, Inc. September 2012 - May 2015
Edward Jones May 2009 - September 2012
TD Ameritrade 2007 - 2008
TD Ameritrade 2007 - 2008
TD Ameritrade 2007 - 2008
New York Life October 2006 - June 2007
Thornburg Investment Management August 2001 - July 2005
Education
University of Oklahoma 1982 — 1985
Bachelor's Degree
Nicholas Aadland's Thornburg Investment Management Experience June 2012 - Present
Job Institutional Associate at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management June 2012 - Present
Black Hills Corporation May 2011 - October 2011
United States Marine Corps August 2004 - August 2008
Education
University of Colorado Denver 2015 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management Services
The University of New Mexico - Robert O. Anderson School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Finance
Chadron State College 2008 — 2011
Bachelor of Arts (B.A.), Finance
Thornburg Investment Management June 2012 - Present
Black Hills Corporation May 2011 - October 2011
United States Marine Corps August 2004 - August 2008
Education
University of Colorado Denver 2015 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management Services
The University of New Mexico - Robert O. Anderson School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Finance
Chadron State College 2008 — 2011
Bachelor of Arts (B.A.), Finance
Rebecca Farr Rebecca Farr's Thornburg Investment Management Experience June 2014 - Present
Job at
Industry Graphic Design
Experience
Thornburg Investment Management June 2014 - Present
Merrill Lynch March 2013 - Present
Rebecca Farr Design January 2013 - Present
Farr West Studios 2005 - 2012
Las Campanas, Santa Fe, NM 2007 - 2009
Skills
Fine Art Photography, Graphic Design, Photography, Contemporary Art, Editing, Visual Arts, Art, Mixed Media, Social Media, Fine Art, Oil Painting, Mac, Galleries, Acrylic, Layout, Drawing, Brochures, Curating, Museums, Digital Photography, Art Education, Teaching, Sculpture, Art Direction, Microsoft Office, Illustration, Digital Illustration, Portraits, Logo Design, Painting, Illustrator, Photoshop
Education
Santa Fe Community College 2010 — 2012
Certificate, Graphic Design
Santa Fe Community College 2010 — 2012
Certificate, Web Design
Colby Sawyer College 1984 — 1988
Bachelor's Degree, Psychology
Thornburg Investment Management June 2014 - Present
Merrill Lynch March 2013 - Present
Rebecca Farr Design January 2013 - Present
Farr West Studios 2005 - 2012
Las Campanas, Santa Fe, NM 2007 - 2009
Skills
Fine Art Photography, Graphic Design, Photography, Contemporary Art, Editing, Visual Arts, Art, Mixed Media, Social Media, Fine Art, Oil Painting, Mac, Galleries, Acrylic, Layout, Drawing, Brochures, Curating, Museums, Digital Photography, Art Education, Teaching, Sculpture, Art Direction, Microsoft Office, Illustration, Digital Illustration, Portraits, Logo Design, Painting, Illustrator, Photoshop
Education
Santa Fe Community College 2010 — 2012
Certificate, Graphic Design
Santa Fe Community College 2010 — 2012
Certificate, Web Design
Colby Sawyer College 1984 — 1988
Bachelor's Degree, Psychology
William Griffith William Griffith's Thornburg Investment Management Experience February 2014 - Present
Job Thornburg Investment Management, Senior Equity Trader.
Industry Financial Services
Experience
Thornburg Investment Management February 2014 - Present
MoKa Investors, LLC April 2006 - January 2014
RCM Capital August 2000 - April 2006
Davis Selected Advisers January 1997 - August 2000
Education
Golden Gate University 2001 — 2003
University of Hawaii at Manoa
Bachelor of Arts (BA)
Thornburg Investment Management February 2014 - Present
MoKa Investors, LLC April 2006 - January 2014
RCM Capital August 2000 - April 2006
Davis Selected Advisers January 1997 - August 2000
Education
Golden Gate University 2001 — 2003
University of Hawaii at Manoa
Bachelor of Arts (BA)
Rebecca Cummins, CFA Rebecca Cummins, CFA's Thornburg Investment Management Experience June 2015 - Present
Job Fixed Income Analyst at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management June 2015 - Present
Thornburg Investment Management June 2014 - August 2014
Natixis Global Asset Management August 2011 - August 2013
NEPC March 2009 - August 2011
Skills
Investment Research, Equity Research Analysis, Fixed Income Analysis, Bloomberg, Microsoft Excel, Chartered Financial..., Forte, Capital Markets, Equity Research, Fixed Income, Alternative Investments, Portfolio Management, Mutual Funds
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Capital Markets and Asset Management
Dartmouth College 2003 — 2007
Bachelor of Arts (B.A.), English Literature
Thornburg Investment Management June 2015 - Present
Thornburg Investment Management June 2014 - August 2014
Natixis Global Asset Management August 2011 - August 2013
NEPC March 2009 - August 2011
Skills
Investment Research, Equity Research Analysis, Fixed Income Analysis, Bloomberg, Microsoft Excel, Chartered Financial..., Forte, Capital Markets, Equity Research, Fixed Income, Alternative Investments, Portfolio Management, Mutual Funds
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Capital Markets and Asset Management
Dartmouth College 2003 — 2007
Bachelor of Arts (B.A.), English Literature
Ron Olexsak, CRCP, MBA Ron Olexsak, CRCP, MBA's Thornburg Investment Management Experience April 2008 - Present
Job Chief Compliance Officer at Thornburg Securities Corporation
Industry Financial Services
Experience
Thornburg Securities Corporation February 2012 - Present
Thornburg Investment Management April 2008 - Present
Thornburg Investment Management July 2009 - July 2009
The Vanguard Group July 2004 - April 2008
The Vanguard Group May 1999 - July 2004
The Vanguard Group January 1997 - May 1999
Best Buy May 1994 - January 1997
Skills
FINRA, Compliance, Series 7, Series 24, Series 63, Securities, Portfolio Management, Mutual Funds, Retirement, Financial Services, Wealth Management, Investments, Asset Management, Training, Series 6
Education
Western International University
Master of Business Administration (MBA), Business Administration and Management, General
University of Pennsylvania - The Wharton School 2011 — 2011
Certified Regulatory and Compliance Professional, Compliance
University of Phoenix 1999 — 2001
BS in Business Management, Business Ethics and International Studies
Charles River Development
Compliance Certification
Thornburg Securities Corporation February 2012 - Present
Thornburg Investment Management April 2008 - Present
Thornburg Investment Management July 2009 - July 2009
The Vanguard Group July 2004 - April 2008
The Vanguard Group May 1999 - July 2004
The Vanguard Group January 1997 - May 1999
Best Buy May 1994 - January 1997
Skills
FINRA, Compliance, Series 7, Series 24, Series 63, Securities, Portfolio Management, Mutual Funds, Retirement, Financial Services, Wealth Management, Investments, Asset Management, Training, Series 6
Education
Western International University
Master of Business Administration (MBA), Business Administration and Management, General
University of Pennsylvania - The Wharton School 2011 — 2011
Certified Regulatory and Compliance Professional, Compliance
University of Phoenix 1999 — 2001
BS in Business Management, Business Ethics and International Studies
Charles River Development
Compliance Certification
Carolyn Dobbs's Thornburg Investment Management Experience June 2002 - April 2015
Job Controller/CFO at Thornburg Investment Management Retired
Industry Financial Services
Experience
Thornburg Investment Management June 2002 - April 2015
Meyners + Company 1997 - 2002
Skills
CPA, Financial Reporting, Tax, Accounting, Internal Controls, Financial Analysis, SEC filings, Auditing, Strategic Planning, General Ledger
Education
Golden Gate University 2004 — 2007
MST, Tax
The University of New Mexico - Robert O. Anderson School of Management 1994 — 1996
BBA, Accounting
Thornburg Investment Management June 2002 - April 2015
Meyners + Company 1997 - 2002
Skills
CPA, Financial Reporting, Tax, Accounting, Internal Controls, Financial Analysis, SEC filings, Auditing, Strategic Planning, General Ledger
Education
Golden Gate University 2004 — 2007
MST, Tax
The University of New Mexico - Robert O. Anderson School of Management 1994 — 1996
BBA, Accounting
Annie Grubelnik Annie Grubelnik's Thornburg Investment Management Experience October 2012 - October 2014
Job Manager of Sales and Use Tax at Gap, Inc.
Industry Retail
Experience
Gap Inc. May 2015 - Present
Pulakos CPAs PC January 2015 - May 2015
Thornburg Investment Management October 2012 - October 2014
Sun Healthcare Group December 2008 - October 2012
Meyners + Company December 1999 - December 2008
KPMG US July 1996 - December 1999
Skills
Accounting, Tax Research, State Tax, Mergers, Tax, Income Tax, Sales & Use Tax, CPA, Corporate Tax, Internal Controls, Mergers & Acquisitions, Tax Accounting, Tax Preparation, US GAAP
Education
New Mexico State University 1992 — 1996
Bachelor's degree, Accounting
Gap Inc. May 2015 - Present
Pulakos CPAs PC January 2015 - May 2015
Thornburg Investment Management October 2012 - October 2014
Sun Healthcare Group December 2008 - October 2012
Meyners + Company December 1999 - December 2008
KPMG US July 1996 - December 1999
Skills
Accounting, Tax Research, State Tax, Mergers, Tax, Income Tax, Sales & Use Tax, CPA, Corporate Tax, Internal Controls, Mergers & Acquisitions, Tax Accounting, Tax Preparation, US GAAP
Education
New Mexico State University 1992 — 1996
Bachelor's degree, Accounting
Sean Koung Sun, CFA Sean Koung Sun, CFA's Thornburg Investment Management Experience January 2015 - Present
Job Associate Portfolio Manager at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management January 2015 - Present
Thornburg Investment Management January 2012 - December 2014
Bank of America July 2010 - December 2011
Leopard Capital LP June 2009 - September 2009
HSBC 2004 - 2008
Skills
CFA, Excel, Bloomberg, Chartered Financial..., Series 7, Series 63
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Entrepreneurship
UC Berkeley 1999 — 2003
BA, Economics
Thornburg Investment Management January 2015 - Present
Thornburg Investment Management January 2012 - December 2014
Bank of America July 2010 - December 2011
Leopard Capital LP June 2009 - September 2009
HSBC 2004 - 2008
Skills
CFA, Excel, Bloomberg, Chartered Financial..., Series 7, Series 63
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Entrepreneurship
UC Berkeley 1999 — 2003
BA, Economics
David M. Matteucci David M. Matteucci's Thornburg Investment Management Experience July 1999 - July 2000
Job Professional Accountant
Industry Accounting
Experience
C&S Wholesale Grocers August 2014 - July 2015
Gibson's Bookstore July 2011 - September 2013
Giorgio’s Ristorante Corp. October 2009 - April 2011
Butenhof & Bomster, PC July 2007 - April 2011
State Street Bank and Trust Company August 2001 - September 2003
Thornburg Investment Management July 1999 - July 2000
BT Alex. Brown August 1997 - July 1999
State Street Bank and Trust Company March 1993 - July 1997
Skills
Financial Accounting, Financial Reporting, Accounting, Public Sector Accounting, Accounts Receivable, Accounts Payable, Collections, Inventory Control, Bank Reconciliation, Payroll, ADP Payroll, Payroll Taxes, Workers Compensation, Disability Insurance, Health Insurance, QuickBooks, Peachtree (now Sage 50), Microsoft Office, PowerPoint, Financial Statements
Education
Southern New Hampshire University 2013 — 2014
Bachelor's Degree, Accounting, 3.906 GPA
Manchester Community College 2010 — 2013
Associate of Science (A.S.), Accounting, 4.0 GPA
C&S Wholesale Grocers August 2014 - July 2015
Gibson's Bookstore July 2011 - September 2013
Giorgio’s Ristorante Corp. October 2009 - April 2011
Butenhof & Bomster, PC July 2007 - April 2011
State Street Bank and Trust Company August 2001 - September 2003
Thornburg Investment Management July 1999 - July 2000
BT Alex. Brown August 1997 - July 1999
State Street Bank and Trust Company March 1993 - July 1997
Skills
Financial Accounting, Financial Reporting, Accounting, Public Sector Accounting, Accounts Receivable, Accounts Payable, Collections, Inventory Control, Bank Reconciliation, Payroll, ADP Payroll, Payroll Taxes, Workers Compensation, Disability Insurance, Health Insurance, QuickBooks, Peachtree (now Sage 50), Microsoft Office, PowerPoint, Financial Statements
Education
Southern New Hampshire University 2013 — 2014
Bachelor's Degree, Accounting, 3.906 GPA
Manchester Community College 2010 — 2013
Associate of Science (A.S.), Accounting, 4.0 GPA
Edward Phillips Edward Phillips's Thornburg Investment Management Experience October 2013 - July 2014
Job Internal Wholesaler at Transamercia Retirement Solutions
Industry Financial Services
Experience
Thornburg Investment Management October 2013 - July 2014
Morgan Stanley April 2010 - March 2013
Citi September 2005 - June 2008
Smith Barney November 2003 - September 2005
Skills
Financial Services, Portfolio Management, Separately Managed..., Mutual Funds, Asset Management, Series 7, Financial Advisory, Retirement Planning, Sales Presentations, Analytics, Performance Measurement, Microsoft Excel, Zephyr Style Advisor, PowerPoint, Asset Allocation, Investments
Education
University of Delaware
Bachelor's degree, Criminal Justice/Police Science
University of Adelaide 2003 — 2008
Master of Finance, Finance, General
Thornburg Investment Management October 2013 - July 2014
Morgan Stanley April 2010 - March 2013
Citi September 2005 - June 2008
Smith Barney November 2003 - September 2005
Skills
Financial Services, Portfolio Management, Separately Managed..., Mutual Funds, Asset Management, Series 7, Financial Advisory, Retirement Planning, Sales Presentations, Analytics, Performance Measurement, Microsoft Excel, Zephyr Style Advisor, PowerPoint, Asset Allocation, Investments
Education
University of Delaware
Bachelor's degree, Criminal Justice/Police Science
University of Adelaide 2003 — 2008
Master of Finance, Finance, General
Kilby Han Kilby Han's Thornburg Investment Management Experience January 2015 - Present
Job
Industry Accounting
Experience
Thornburg Investment Management January 2015 - Present
Thornburg Investment Management February 2014 - December 2014
Citygrid Media LLC October 2013 - February 2014
Citygrid Media LLC (formerly Citysearch.com) May 2012 - October 2013
CityGrid Media LLC (Formerly Citysearch July 2010 - May 2012
Citysearch.com June 2009 - May 2010
eHarmony, Inc May 2004 - June 2009
Worldwinner.com Inc December 2002 - January 2004
Vivendi Universal March 2001 - December 2002
eToys, Inc November 1998 - March 2001
Skills
General Ledger, Finance, Account Reconciliation, Accounting, Payroll, Financial Reporting
Education
University of California, Los Angeles
California State Polytechnic University-Pomona 1992 — 1997
Accounting
Thornburg Investment Management January 2015 - Present
Thornburg Investment Management February 2014 - December 2014
Citygrid Media LLC October 2013 - February 2014
Citygrid Media LLC (formerly Citysearch.com) May 2012 - October 2013
CityGrid Media LLC (Formerly Citysearch July 2010 - May 2012
Citysearch.com June 2009 - May 2010
eHarmony, Inc May 2004 - June 2009
Worldwinner.com Inc December 2002 - January 2004
Vivendi Universal March 2001 - December 2002
eToys, Inc November 1998 - March 2001
Skills
General Ledger, Finance, Account Reconciliation, Accounting, Payroll, Financial Reporting
Education
University of California, Los Angeles
California State Polytechnic University-Pomona 1992 — 1997
Accounting
Tamara Manoukian, CFA's Thornburg Investment Management Experience February 2010 - Present
Job Equity Research Analyst at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management February 2010 - Present
Greenwood Investments Inc. August 2005 - July 2009
Education
Chartered Financial Analyst (CFA) Institute 2007 — 2009
Passed Level 3 in June 2009, Finance
Boston University Questrom School of Business 2001 — 2005
Bachelor of Science in Business Administration, Finance
Thornburg Investment Management February 2010 - Present
Greenwood Investments Inc. August 2005 - July 2009
Education
Chartered Financial Analyst (CFA) Institute 2007 — 2009
Passed Level 3 in June 2009, Finance
Boston University Questrom School of Business 2001 — 2005
Bachelor of Science in Business Administration, Finance
Ray Nunno Ray Nunno's Thornburg Investment Management Experience February 2003 - Present
Job Internet Marketing Manager at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management February 2003 - Present
Security Capital Group 1993 - 2002
Skills
Digital Marketing, Marketing Strategy, Financial Services, Marketing, Integrated Marketing, Email Marketing
Education
The University of New Mexico 1981 — 1984
BFA, Art and design
Thornburg Investment Management February 2003 - Present
Security Capital Group 1993 - 2002
Skills
Digital Marketing, Marketing Strategy, Financial Services, Marketing, Integrated Marketing, Email Marketing
Education
The University of New Mexico 1981 — 1984
BFA, Art and design
Scott Morrissey's Thornburg Investment Management Experience May 2011 - August 2012
Job Founder, Audacious Tutoring Inc.
Industry Education Management
Experience
Franklin McKinley School District September 2015 - Present
Audacious Tutoring Inc. September 2014 - Present
Academic Social Innovation March 2013 - Present
Santa Fe Public Schools August 2013 - August 2014
Thornburg Investment Management May 2011 - August 2012
Undisclosed June 2010 - May 2011
Firemark Investments May 1997 - December 2009
American English Institute 1995 - 1996
Skills
Investment Management, Strategic Financial..., Retirement Planning, Small Business, Estate Planning, Investments, Insurance, Private Equity, Portfolio Management, Hedge Funds, Asset Allocation, Financial Analysis, Wealth Management, Equities, Financial Services, Series 7, Mutual Funds, Asset Management, Financial Modeling, Finance, Risk Management, Financial Risk, Alternative Investments, Securities
Education
Santa Fe Community College 2013 — 2014
Associate of Arts (A.A.), Education
Union College 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
John Dewey Academy 1989 — 1991
Lawrenceville School 1986 — 1989
Franklin McKinley School District September 2015 - Present
Audacious Tutoring Inc. September 2014 - Present
Academic Social Innovation March 2013 - Present
Santa Fe Public Schools August 2013 - August 2014
Thornburg Investment Management May 2011 - August 2012
Undisclosed June 2010 - May 2011
Firemark Investments May 1997 - December 2009
American English Institute 1995 - 1996
Skills
Investment Management, Strategic Financial..., Retirement Planning, Small Business, Estate Planning, Investments, Insurance, Private Equity, Portfolio Management, Hedge Funds, Asset Allocation, Financial Analysis, Wealth Management, Equities, Financial Services, Series 7, Mutual Funds, Asset Management, Financial Modeling, Finance, Risk Management, Financial Risk, Alternative Investments, Securities
Education
Santa Fe Community College 2013 — 2014
Associate of Arts (A.A.), Education
Union College 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
John Dewey Academy 1989 — 1991
Lawrenceville School 1986 — 1989
David Giannini David Giannini's Thornburg Investment Management Experience September 2012 - Present
Job Experienced Retirement Plans Executive
Industry Financial Services
Experience
Thornburg Investment Management September 2012 - Present
Prudential Retirement November 2010 - March 2012
New York Life Investment Management October 2009 - November 2010
Fred Alger & Co., Inc. May 2008 - January 2009
Fred Alger & Co., Inc. December 2004 - May 2008
Fred Alger & Co., Inc. February 1998 - December 2004
Merrill Lynch 1990 - 1998
Skills
Asset Allocation, Mutual Funds, Retirement, Retirement Planning, Series 63
Education
The University of Akron
Economics and Finance
Thornburg Investment Management September 2012 - Present
Prudential Retirement November 2010 - March 2012
New York Life Investment Management October 2009 - November 2010
Fred Alger & Co., Inc. May 2008 - January 2009
Fred Alger & Co., Inc. December 2004 - May 2008
Fred Alger & Co., Inc. February 1998 - December 2004
Merrill Lynch 1990 - 1998
Skills
Asset Allocation, Mutual Funds, Retirement, Retirement Planning, Series 63
Education
The University of Akron
Economics and Finance
Dana Jones, PHR Dana Jones, PHR's Thornburg Investment Management Experience October 2008 - Present
Job HR Generalist at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management October 2008 - Present
Frankel Staffing Partners March 2007 - October 2008
Los Alamos National Laboratory May 2004 - June 2006
Skills
Applicant Tracking..., Onboarding, Human Resources, Talent Acquisition, Personnel Management, College Recruiting, Recruiting, Internet Recruiting, Temporary Placement, Interviews, Technical Recruiting, Training, Management
Education
Texas A&M University 2006 — 2008
Master of Business Administration (M.B.A.)
New Mexico State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Human Resources Management
Thornburg Investment Management October 2008 - Present
Frankel Staffing Partners March 2007 - October 2008
Los Alamos National Laboratory May 2004 - June 2006
Skills
Applicant Tracking..., Onboarding, Human Resources, Talent Acquisition, Personnel Management, College Recruiting, Recruiting, Internet Recruiting, Temporary Placement, Interviews, Technical Recruiting, Training, Management
Education
Texas A&M University 2006 — 2008
Master of Business Administration (M.B.A.)
New Mexico State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Human Resources Management
Connor Wilson, CFA's Thornburg Investment Management Experience 2011 - 2013
Job CoFounder at Thursday Boot Co.
Industry Apparel & Fashion
Experience
Thursday Boot Company May 2014 - Present
Thornburg Investment Management 2011 - 2013
Thornburg Investment Management 2007 - 2011
Skills
Entrepreneurship, Business Strategy, Start-ups, Team Leadership, Fashion, Retail, Chartered Financial..., Financial Analysis, Mutual Funds, Value Investing, Research, Due Diligence, Hedge Funds, Global Investment..., Business Valuation, Energy, Defense, Aerospace, Energy Services, Financial Modeling
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2003 — 2007
Bachelor of Arts (BA), Government
Thursday Boot Company May 2014 - Present
Thornburg Investment Management 2011 - 2013
Thornburg Investment Management 2007 - 2011
Skills
Entrepreneurship, Business Strategy, Start-ups, Team Leadership, Fashion, Retail, Chartered Financial..., Financial Analysis, Mutual Funds, Value Investing, Research, Due Diligence, Hedge Funds, Global Investment..., Business Valuation, Energy, Defense, Aerospace, Energy Services, Financial Modeling
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2003 — 2007
Bachelor of Arts (BA), Government
Anne Ozaksut's Thornburg Investment Management Experience September 2008 - May 2009
Job MBA Summer Intern at Kalypso
Industry Information Services
Experience
Kalypso May 2015 - August 2015
Deloitte September 2014 - December 2014
Aurora Investment Management April 2011 - May 2013
Transcontinental Fund Administration, Ltd. December 2009 - June 2011
GarmentState June 2007 - December 2009
Thornburg Investment Management September 2008 - May 2009
UNM/ KNME-TV October 2004 - May 2008
Skills
Accounting, Hedge Funds, Investments, Finance, Microsoft Excel, Management, Equities, Business Analysis, Bloomberg, Fixed Income, Portfolio Management, Data Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The University of New Mexico 2004 — 2008
BA, Physics and Astrophysics
Kalypso May 2015 - August 2015
Deloitte September 2014 - December 2014
Aurora Investment Management April 2011 - May 2013
Transcontinental Fund Administration, Ltd. December 2009 - June 2011
GarmentState June 2007 - December 2009
Thornburg Investment Management September 2008 - May 2009
UNM/ KNME-TV October 2004 - May 2008
Skills
Accounting, Hedge Funds, Investments, Finance, Microsoft Excel, Management, Equities, Business Analysis, Bloomberg, Fixed Income, Portfolio Management, Data Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The University of New Mexico 2004 — 2008
BA, Physics and Astrophysics
John Roche, CFP John Roche, CFP's Thornburg Investment Management Experience March 2008 - October 2012
Job Poplar Forest Capital, LLC
Industry Financial Services
Experience
Poplar Forest Capital LLC August 2015 - Present
Gabelli Funds December 2013 - August 2015
Oppenheimer & Co. November 2012 - November 2013
Thornburg Investment Management March 2008 - October 2012
Merrill Lynch March 1998 - March 2008
Skills
Series 63, Series 7, Mutual Funds, Series 24, Wealth Management, Alternative Investments, Retirement Planning, Asset Allocation, Investments, ETFs, Asset Managment, Hedge Funds, Investment Advisory, Fixed Annuities, Fixed Income, Retirement, Separately Managed..., Financial Advisory, Strategic Financial..., Wealth Management..., High Net Worth..., Life Insurance, 401k, 529 Plans, Certified Financial..., Investment Strategies, IRAs, Variable Annuities, Series 65, Portfolio Management, Bonds, Retirement Plan..., 401k Rollovers, Series 6, Investment Management, Structured Products, Securities
Education
Loyola University of Chicago 1988 — 1992
Bachelor of Science, Finance, General
College for Financial Planning
Certified Financial Planner
Poplar Forest Capital LLC August 2015 - Present
Gabelli Funds December 2013 - August 2015
Oppenheimer & Co. November 2012 - November 2013
Thornburg Investment Management March 2008 - October 2012
Merrill Lynch March 1998 - March 2008
Skills
Series 63, Series 7, Mutual Funds, Series 24, Wealth Management, Alternative Investments, Retirement Planning, Asset Allocation, Investments, ETFs, Asset Managment, Hedge Funds, Investment Advisory, Fixed Annuities, Fixed Income, Retirement, Separately Managed..., Financial Advisory, Strategic Financial..., Wealth Management..., High Net Worth..., Life Insurance, 401k, 529 Plans, Certified Financial..., Investment Strategies, IRAs, Variable Annuities, Series 65, Portfolio Management, Bonds, Retirement Plan..., 401k Rollovers, Series 6, Investment Management, Structured Products, Securities
Education
Loyola University of Chicago 1988 — 1992
Bachelor of Science, Finance, General
College for Financial Planning
Certified Financial Planner
Marissa Yniguez Marissa Yniguez's Thornburg Investment Management Experience July 2015 - Present
Job Sales Associate at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management July 2015 - Present
Santa Fe County March 2015 - Present
Granite Construction Company February 2006 - December 2011
Skills
Proposal Writing, Process Scheduler, Contract Management, Construction, Budgets, Strategic Planning, Contract Negotiation, Procurement, Project Estimation, Project Planning, Contractors, MS Project, Construction Management, Subcontracting, Project Management
Education
Western New Mexico University 2003 — 2005
BA, Business Management
University of Phoenix
MBA
Thornburg Investment Management July 2015 - Present
Santa Fe County March 2015 - Present
Granite Construction Company February 2006 - December 2011
Skills
Proposal Writing, Process Scheduler, Contract Management, Construction, Budgets, Strategic Planning, Contract Negotiation, Procurement, Project Estimation, Project Planning, Contractors, MS Project, Construction Management, Subcontracting, Project Management
Education
Western New Mexico University 2003 — 2005
BA, Business Management
University of Phoenix
MBA
Jeff Croy Jeff Croy's Thornburg Investment Management Experience 1992 - 1994
Job CEO at YoFi Wellness
Industry Health, Wellness and Fitness
Experience
Yo-Fi Wellness 2010 - Present
Croy Consulting, Inc. 2002 - December 2012
The Reel Life October 2002 - October 2011
Conservation First Capital 2007 - 2009
MFS Investment Management 1994 - 2002
Thornburg Investment Management 1992 - 1994
Hallmark Cards 1991 - 1992
Skills
Business Development, Marketing, Business Analysis, Strategic Planning, Marketing Strategy, Entrepreneurship, Healthcare, New Business Development, Team Building, Product Development, Business Strategy, Public Speaking, Sales, Social Media, Employee Benefits, Leadership, Mergers, Process Improvement, Training, Marketing Communications, Sales Management, Account Management, Change Management, Management
Education
Washington University in St. Louis - Olin Business School 1989 — 1991
MBA, Finance
Trinity University 1982 — 1986
BA, History
Yo-Fi Wellness 2010 - Present
Croy Consulting, Inc. 2002 - December 2012
The Reel Life October 2002 - October 2011
Conservation First Capital 2007 - 2009
MFS Investment Management 1994 - 2002
Thornburg Investment Management 1992 - 1994
Hallmark Cards 1991 - 1992
Skills
Business Development, Marketing, Business Analysis, Strategic Planning, Marketing Strategy, Entrepreneurship, Healthcare, New Business Development, Team Building, Product Development, Business Strategy, Public Speaking, Sales, Social Media, Employee Benefits, Leadership, Mergers, Process Improvement, Training, Marketing Communications, Sales Management, Account Management, Change Management, Management
Education
Washington University in St. Louis - Olin Business School 1989 — 1991
MBA, Finance
Trinity University 1982 — 1986
BA, History
Mark Konyndyk Mark Konyndyk's Thornburg Investment Management Experience May 2009 - August 2009
Job Group Finance Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft February 2012 - Present
Trust Company of the West July 2010 - November 2011
Thornburg Investment Management May 2009 - August 2009
Microsoft December 2007 - September 2008
EY May 2006 - October 2007
Ernst & Young, LLP May 2003 - April 2006
Crowe Horwath LLP January 2002 - May 2003
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Valuation, Investments, Management, Equity Research, Internal Audit, Accounting, Mergers & Acquisitions, Private Equity, Cash Flow, Forecasting, Auditing, Financial Reporting, Budgeting, GAAP, Asset Managment, Supply Chain Management, Manufacturing, Finance, Strategy
Education
University of Southern California - Marshall School of Business 2008 — 2010
Master
Michigan State University - The Eli Broad Graduate School of Management 2000 — 2001
Master of Science
Michigan State University 1996 — 2000
Bachelor
Microsoft February 2012 - Present
Trust Company of the West July 2010 - November 2011
Thornburg Investment Management May 2009 - August 2009
Microsoft December 2007 - September 2008
EY May 2006 - October 2007
Ernst & Young, LLP May 2003 - April 2006
Crowe Horwath LLP January 2002 - May 2003
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Valuation, Investments, Management, Equity Research, Internal Audit, Accounting, Mergers & Acquisitions, Private Equity, Cash Flow, Forecasting, Auditing, Financial Reporting, Budgeting, GAAP, Asset Managment, Supply Chain Management, Manufacturing, Finance, Strategy
Education
University of Southern California - Marshall School of Business 2008 — 2010
Master
Michigan State University - The Eli Broad Graduate School of Management 2000 — 2001
Master of Science
Michigan State University 1996 — 2000
Bachelor
Joshua O'Connell Joshua O'Connell's Thornburg Investment Management Experience June 2015 - Present
Job Helpdesk Technician at Thornburg Investment Management
Industry Computer Software
Experience
Thornburg Investment Management June 2015 - Present
Automated Systems Inc. August 2014 - May 2015
The Kemtah Group, Inc. December 2013 - May 2014
Smartech October 2013 - December 2013
SabioSystems July 2013 - September 2013
Express Scripts October 2011 - July 2012
Skills
Linux, Python, Team Leadership, Independent Contractors, Help Desk Support, Desktop Deployment, Technical Support, Windows 7, Windows XP, Mac OS, Remote Desktop, System Deployment, Customer Service, Public Speaking
Education
Central New Mexico Community College 2012 — 2015
Associate of Science (A.S.), Computer Science
Thornburg Investment Management June 2015 - Present
Automated Systems Inc. August 2014 - May 2015
The Kemtah Group, Inc. December 2013 - May 2014
Smartech October 2013 - December 2013
SabioSystems July 2013 - September 2013
Express Scripts October 2011 - July 2012
Skills
Linux, Python, Team Leadership, Independent Contractors, Help Desk Support, Desktop Deployment, Technical Support, Windows 7, Windows XP, Mac OS, Remote Desktop, System Deployment, Customer Service, Public Speaking
Education
Central New Mexico Community College 2012 — 2015
Associate of Science (A.S.), Computer Science
Amanda Garavaglia Amanda Garavaglia's Thornburg Investment Management Experience August 2014 - Present
Job Marketing Communications Associate
Industry Investment Management
Experience
Thornburg Investment Management August 2014 - Present
Thornburg Investment Management March 2013 - August 2014
RBC Wealth Management May 2009 - September 2012
Morgan Stanley Smith Barney June 2008 - May 2009
Skills
Microsoft Office, Microsoft Excel, Morningstar, ThomsonOne, Data Analysis, Microsoft Word, PowerPoint, Outlook, Pivot Tables, Customer Service, CRM, CRM Integration, Investments, Asset Allocation, Investment Research, Mutual Funds, Managed Money, Organization, Process Improvement, Team Leadership, Leadership, Meet Deadlines, Meeting Planning, Typing, Phone Skills, Fast Learner, Work in A Fast Paced..., Writing, RFP, Communication, Time Management, Securities, Account Management, Bloomberg Terminal, Portfolio Management, Retirement Planning, Financial Analysis, Finance, Financial Services
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2012
Master of Business Administration, Finance, 4.18
The University of New Mexico 2007 — 2011
Bachelor of Business Administration, Finance and Economics, 4.03
Thornburg Investment Management August 2014 - Present
Thornburg Investment Management March 2013 - August 2014
RBC Wealth Management May 2009 - September 2012
Morgan Stanley Smith Barney June 2008 - May 2009
Skills
Microsoft Office, Microsoft Excel, Morningstar, ThomsonOne, Data Analysis, Microsoft Word, PowerPoint, Outlook, Pivot Tables, Customer Service, CRM, CRM Integration, Investments, Asset Allocation, Investment Research, Mutual Funds, Managed Money, Organization, Process Improvement, Team Leadership, Leadership, Meet Deadlines, Meeting Planning, Typing, Phone Skills, Fast Learner, Work in A Fast Paced..., Writing, RFP, Communication, Time Management, Securities, Account Management, Bloomberg Terminal, Portfolio Management, Retirement Planning, Financial Analysis, Finance, Financial Services
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2012
Master of Business Administration, Finance, 4.18
The University of New Mexico 2007 — 2011
Bachelor of Business Administration, Finance and Economics, 4.03
Eve Torney Eve Torney's Thornburg Investment Management Experience April 2005 - July 2006
Job Experienced MultiPlatform Report Developer/Administrator
Industry Information Technology and Services
Experience
ADT February 2014 - Present
Insight Global November 2013 - February 2014
Arapahoe County May 2013 - November 2013
COMFORCE December 2012 - April 2013
City of Scottsdale October 2006 - December 2012
COMFORCE August 2006 - October 2006
Thornburg Investment Management April 2005 - July 2006
Skills
Business Objects, Business Objects Data..., SSRS, Crystal Reports, T-SQL Stored Procedures, Data Analysis, Business Analysis, Requirements Gathering, Business Process..., Technical Training, Requirements Analysis, Visio, MS Project, Project Management, Agile Project Management, Public Speaking, End User Training, User Acceptance Testing, SharePoint, Microsoft Project, Integration, Program Management, Software Documentation, Leadership, Training, Business Intelligence, Databases, Customer Service, Microsoft Office, Vendor Management, SQL, System Administration, SDLC
Education
Arizona State University
Criminology and Criminal Justice
ADT February 2014 - Present
Insight Global November 2013 - February 2014
Arapahoe County May 2013 - November 2013
COMFORCE December 2012 - April 2013
City of Scottsdale October 2006 - December 2012
COMFORCE August 2006 - October 2006
Thornburg Investment Management April 2005 - July 2006
Skills
Business Objects, Business Objects Data..., SSRS, Crystal Reports, T-SQL Stored Procedures, Data Analysis, Business Analysis, Requirements Gathering, Business Process..., Technical Training, Requirements Analysis, Visio, MS Project, Project Management, Agile Project Management, Public Speaking, End User Training, User Acceptance Testing, SharePoint, Microsoft Project, Integration, Program Management, Software Documentation, Leadership, Training, Business Intelligence, Databases, Customer Service, Microsoft Office, Vendor Management, SQL, System Administration, SDLC
Education
Arizona State University
Criminology and Criminal Justice
Martin Roche Martin Roche's Thornburg Investment Management Experience August 2014 - Present
Job Internal Sales Consultant at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management August 2014 - Present
Thornburg Investment Management February 2014 - July 2014
Center for Economic Progress July 2013 - January 2014
Marcus Evans May 2013 - January 2014
Incheon Metropolitan Office of Education June 2011 - September 2012
EF Educational Tours September 2009 - April 2011
Janus Capital Group October 2008 - February 2009
Enterprise Rent-A-Car January 2007 - October 2008
Skills
Customer Service, Customer Relations, PowerPoint, Outlook, Word, Marketing Strategy, Account Management, Sales Management, Selling, Public Speaking, Email Marketing, Social Media Marketing, Retail, Fundraising, Management, Sales, Marketing, Leadership
Education
Regis University 2002 — 2006
Regis University 2002 — 2006
Communications, Mass Communication/Media Studies
Fenwick High School
Thornburg Investment Management August 2014 - Present
Thornburg Investment Management February 2014 - July 2014
Center for Economic Progress July 2013 - January 2014
Marcus Evans May 2013 - January 2014
Incheon Metropolitan Office of Education June 2011 - September 2012
EF Educational Tours September 2009 - April 2011
Janus Capital Group October 2008 - February 2009
Enterprise Rent-A-Car January 2007 - October 2008
Skills
Customer Service, Customer Relations, PowerPoint, Outlook, Word, Marketing Strategy, Account Management, Sales Management, Selling, Public Speaking, Email Marketing, Social Media Marketing, Retail, Fundraising, Management, Sales, Marketing, Leadership
Education
Regis University 2002 — 2006
Regis University 2002 — 2006
Communications, Mass Communication/Media Studies
Fenwick High School
Steve Elder, CRC® Steve Elder, CRC®'s Thornburg Investment Management Experience March 2015 - Present
Job Regional Consultant at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management March 2015 - Present
Pacific Life December 2002 - February 2015
The Guardian Life Insurance Company of America 2001 - 2002
Federated Investors 1997 - 2001
American Funds 1992 - 1997
Skills
401(k), 403(b), Advanced Sales, Annuities, Asset Allocation, Business Building, Business Development, Business Planning, Coaching, Consultative Sales, Family Protection, Financial Products, Financial Services, Fixed Annuities, Income Planning, Indexed Annuities, Individual(k), Industry Training, IRAs, Long-Term Care, Mutual Funds, Practice Management, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, Roth IRA, Sales, Sales & Marketing, Sales Support, Seminars, SEP IRA, Series 6, Series 63, Series 7, SIMPLE IRA, Social Security, Strategic Planning, Training, Variable Annuities
Education
The University of Texas at Austin 1987 — 1991
Bachelor's Degree, Management & Marketing
Thornburg Investment Management March 2015 - Present
Pacific Life December 2002 - February 2015
The Guardian Life Insurance Company of America 2001 - 2002
Federated Investors 1997 - 2001
American Funds 1992 - 1997
Skills
401(k), 403(b), Advanced Sales, Annuities, Asset Allocation, Business Building, Business Development, Business Planning, Coaching, Consultative Sales, Family Protection, Financial Products, Financial Services, Fixed Annuities, Income Planning, Indexed Annuities, Individual(k), Industry Training, IRAs, Long-Term Care, Mutual Funds, Practice Management, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, Roth IRA, Sales, Sales & Marketing, Sales Support, Seminars, SEP IRA, Series 6, Series 63, Series 7, SIMPLE IRA, Social Security, Strategic Planning, Training, Variable Annuities
Education
The University of Texas at Austin 1987 — 1991
Bachelor's Degree, Management & Marketing
Angela Shane Angela Shane's Thornburg Investment Management Experience January 2002 - August 2002
Job Senior Software Engineer
Industry Computer Software
Experience
Advent Software April 2007 - Present
Advent Software March 2005 - March 2007
United Behavioral Health April 2004 - March 2005
Academy of Art College March 2003 - August 2003
Thornburg Investment Management January 2002 - August 2002
Hewlett Packard February 2000 - June 2001
Skills
SQL, Agile Methodologies, Software Development, SSRS, Replang, Visual Basic, Software Project..., Integration, Scrum, Business Intelligence, SDLC, Business Analysis, Enterprise Software, Software Documentation, Web Applications, Quality Assurance, Access, Databases
Education
General Assembly 2015 — 2015
Front End Web Development
Georgia Institute of Technology 1995 — 1999
BS, Computer Science
Advent Software April 2007 - Present
Advent Software March 2005 - March 2007
United Behavioral Health April 2004 - March 2005
Academy of Art College March 2003 - August 2003
Thornburg Investment Management January 2002 - August 2002
Hewlett Packard February 2000 - June 2001
Skills
SQL, Agile Methodologies, Software Development, SSRS, Replang, Visual Basic, Software Project..., Integration, Scrum, Business Intelligence, SDLC, Business Analysis, Enterprise Software, Software Documentation, Web Applications, Quality Assurance, Access, Databases
Education
General Assembly 2015 — 2015
Front End Web Development
Georgia Institute of Technology 1995 — 1999
BS, Computer Science
Randy Dry Randy Dry's Thornburg Investment Management Experience March 2001 - Present
Job Managing Director at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management March 2001 - Present
Davis Selected Advisers Lp July 1997 - March 2001
Education
New Mexico State University-Alamogordo
The University of New Mexico - Robert O. Anderson School of Management
Thornburg Investment Management March 2001 - Present
Davis Selected Advisers Lp July 1997 - March 2001
Education
New Mexico State University-Alamogordo
The University of New Mexico - Robert O. Anderson School of Management
Egor N. Rybakov's Thornburg Investment Management Experience September 2000 - January 2005
Job Global Value Equity Portfolio Manager at Keeley funds
Industry Investment Management
Experience
Keeley funds August 2014 - Present
Principal Financial Group / Edge Asset Mngt December 2010 - 2013
Pacific Income Advisers / ENR Investments November 2008 - December 2010
Nuveen Investments and Affilliates - Tradewinds, SBAM January 2005 - November 2008
Thornburg Investment Management September 2000 - January 2005
U.S. Global Investors May 1999 - September 2000
Skills
International Equities, Global Equities, Portfolio Management, Asset Management, Business Building, Building New Businesses, People Management, Equities, Asset Managment, Mutual Funds, Investments, Investment Management, Alternative Investments, Bloomberg, Due Diligence, Business, Equity Research, Hedge Funds, Investment Banking, Strategy, Investment Strategies, Fixed Income
Education
University of Illinois at Chicago 1997 — 1999
MBA, Accounting and Finance
SUNY Albany 1996 — 1997
Graduate Study, Accounting and Finance
Lomonosov Moscow State University (MSU) 1992 — 1996
Bachelor of Arts (B.A.), Double Major in Economics and Management
Keeley funds August 2014 - Present
Principal Financial Group / Edge Asset Mngt December 2010 - 2013
Pacific Income Advisers / ENR Investments November 2008 - December 2010
Nuveen Investments and Affilliates - Tradewinds, SBAM January 2005 - November 2008
Thornburg Investment Management September 2000 - January 2005
U.S. Global Investors May 1999 - September 2000
Skills
International Equities, Global Equities, Portfolio Management, Asset Management, Business Building, Building New Businesses, People Management, Equities, Asset Managment, Mutual Funds, Investments, Investment Management, Alternative Investments, Bloomberg, Due Diligence, Business, Equity Research, Hedge Funds, Investment Banking, Strategy, Investment Strategies, Fixed Income
Education
University of Illinois at Chicago 1997 — 1999
MBA, Accounting and Finance
SUNY Albany 1996 — 1997
Graduate Study, Accounting and Finance
Lomonosov Moscow State University (MSU) 1992 — 1996
Bachelor of Arts (B.A.), Double Major in Economics and Management
Lindsey Woodward's Thornburg Investment Management Experience February 2014 - Present
Job Associate at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management February 2014 - Present
Thornburg Investment Management November 2011 - February 2014
Morgan Stanley Smith Barney June 2011 - November 2011
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Investments, PowerPoint, Customer Service, Asset Management, Asset Allocation, Financial Modeling, Data Analysis, Equity Research, Management, Analysis, Fixed Income, Equities
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2012
MBA, Finance
University of Arizona 2007 — 2010
Bachelors, Economics
Thornburg Investment Management February 2014 - Present
Thornburg Investment Management November 2011 - February 2014
Morgan Stanley Smith Barney June 2011 - November 2011
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Investments, PowerPoint, Customer Service, Asset Management, Asset Allocation, Financial Modeling, Data Analysis, Equity Research, Management, Analysis, Fixed Income, Equities
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2012
MBA, Finance
University of Arizona 2007 — 2010
Bachelors, Economics
Joe Dinan, CFA, CAIA Joe Dinan, CFA, CAIA's Thornburg Investment Management Experience August 2008 - January 2013
Job Portfolio Manager at Financial Engines
Industry Investment Management
Experience
Financial Engines January 2013 - Present
Thornburg Investment Management August 2008 - January 2013
Merrill Lynch 2007 - 2008
Sento Corporation 2006 - 2007
Nova Corporation 2000 - 2002
Skills
Financial Analysis, Mutual Funds, Asset Allocation, Investment Management, Series 7, Series 63, Fixed Income, Investments, Strategic Planning, Hedge Funds, Research, Equities, Alternative Investments, Vendor Management, Retirement Planning, Investment Advisory, Asset Management, Portfolio Management, Investment Strategies
Education
Georgetown University - The McDonough School of Business 2014 — 2016
The University of Texas at Austin 2002 — 2005
Master's Degree, Education Policy
University of Maine 1995 — 2000
Bachelor of Arts (B.A.), Philosophy
Financial Engines January 2013 - Present
Thornburg Investment Management August 2008 - January 2013
Merrill Lynch 2007 - 2008
Sento Corporation 2006 - 2007
Nova Corporation 2000 - 2002
Skills
Financial Analysis, Mutual Funds, Asset Allocation, Investment Management, Series 7, Series 63, Fixed Income, Investments, Strategic Planning, Hedge Funds, Research, Equities, Alternative Investments, Vendor Management, Retirement Planning, Investment Advisory, Asset Management, Portfolio Management, Investment Strategies
Education
Georgetown University - The McDonough School of Business 2014 — 2016
The University of Texas at Austin 2002 — 2005
Master's Degree, Education Policy
University of Maine 1995 — 2000
Bachelor of Arts (B.A.), Philosophy
Joseph Budagher, MBA Joseph Budagher, MBA's Thornburg Investment Management Experience September 2012 - Present
Job Internal Retirement Consultant at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management September 2012 - Present
Associated Insurance Professionals June 2011 - December 2012
Adwiz Digital Indoor Advertising January 2010 - April 2012
Budagher & Associates August 2008 - May 2010
Maxim Healthcare Services May 2007 - August 2008
Skills
Property and Casualty..., Spanish fluency, MS Office Suite, SEO, Website Development, Client Relationship..., Client Retention, Negotiation, Microsoft Office, Customer Retention, CRM, Recruiting, Social Media, Email Marketing, Sales, Advertising, Management, Marketing, Online Marketing, Lead Generation, Customer Service, Market Research, Public Relations, Marketing Communications, Marketing Strategy, Social Media Marketing
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2010
MBA, Finance, International Business, 3.80
The University of New Mexico 2001 — 2006
Bachelor of Arts (BA), Spanish and Iberian Studies, 3.11
Thornburg Investment Management September 2012 - Present
Associated Insurance Professionals June 2011 - December 2012
Adwiz Digital Indoor Advertising January 2010 - April 2012
Budagher & Associates August 2008 - May 2010
Maxim Healthcare Services May 2007 - August 2008
Skills
Property and Casualty..., Spanish fluency, MS Office Suite, SEO, Website Development, Client Relationship..., Client Retention, Negotiation, Microsoft Office, Customer Retention, CRM, Recruiting, Social Media, Email Marketing, Sales, Advertising, Management, Marketing, Online Marketing, Lead Generation, Customer Service, Market Research, Public Relations, Marketing Communications, Marketing Strategy, Social Media Marketing
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2010
MBA, Finance, International Business, 3.80
The University of New Mexico 2001 — 2006
Bachelor of Arts (BA), Spanish and Iberian Studies, 3.11
Raheel Hirji's Thornburg Investment Management Experience February 2014 - Present
Job Institutional Associate at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management February 2014 - Present
Goldman Sachs June 2012 - July 2013
Portfolio LLC January 2012 - April 2012
Goldman Sachs June 2011 - August 2011
Law Office of Ahmed Assed & Associates 2009 - 2010
Skills
Microsoft Office, Financial Analysis, Data Analysis, Microsoft Excel, Risk Management, Finance, Leadership, Mutual Funds, Investments, Equities
Education
The University of New Mexico 2008 — 2012
BBA, Finance
Thornburg Investment Management February 2014 - Present
Goldman Sachs June 2012 - July 2013
Portfolio LLC January 2012 - April 2012
Goldman Sachs June 2011 - August 2011
Law Office of Ahmed Assed & Associates 2009 - 2010
Skills
Microsoft Office, Financial Analysis, Data Analysis, Microsoft Excel, Risk Management, Finance, Leadership, Mutual Funds, Investments, Equities
Education
The University of New Mexico 2008 — 2012
BBA, Finance
Trent Marshall Trent Marshall's Thornburg Investment Management Experience March 2013 - Present
Job Internal Sales Consultant at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management March 2013 - Present
Morgan Stanley Wealth Management October 2011 - March 2013
Skills
Series 7, Series 66
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2012
Master of Business Administration (M.B.A.), Finance
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Thornburg Investment Management March 2013 - Present
Morgan Stanley Wealth Management October 2011 - March 2013
Skills
Series 7, Series 66
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2012
Master of Business Administration (M.B.A.), Finance
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Kelvin Jiang, CFA Kelvin Jiang, CFA's Thornburg Investment Management Experience 2012 - 2012
Job Sector Head, Investment Professional at Calamos Investments
Industry Investment Management
Experience
Calamos Investments 2013 - Present
Thornburg Investment Management 2012 - 2012
J.P. Morgan 2008 - 2011
J.P. Morgan 2007 - 2008
Skills
Valuation, Leveraged Finance, Private Equity, Financial Modeling, Emerging Markets, Fixed Income, Equities, Due Diligence, Investment Banking, Investments, Hedge Funds, LBO, Capital Markets, Alternative Investments, Bloomberg, Equity Research, DCF, Derivatives, Corporate Finance, Portfolio Management, High Yield, Venture Capital, Equity Valuation, Mutual Funds, Asset Management, Investment Management
Education
Kellogg School of Management 2011 — 2013
MBA, Finance, Management & Organization, and Entrepreneurship
Columbia University 2003 — 2007
Bachelor of Science, Computer Science & Economics
Calamos Investments 2013 - Present
Thornburg Investment Management 2012 - 2012
J.P. Morgan 2008 - 2011
J.P. Morgan 2007 - 2008
Skills
Valuation, Leveraged Finance, Private Equity, Financial Modeling, Emerging Markets, Fixed Income, Equities, Due Diligence, Investment Banking, Investments, Hedge Funds, LBO, Capital Markets, Alternative Investments, Bloomberg, Equity Research, DCF, Derivatives, Corporate Finance, Portfolio Management, High Yield, Venture Capital, Equity Valuation, Mutual Funds, Asset Management, Investment Management
Education
Kellogg School of Management 2011 — 2013
MBA, Finance, Management & Organization, and Entrepreneurship
Columbia University 2003 — 2007
Bachelor of Science, Computer Science & Economics
Matt Callahan's Thornburg Investment Management Experience June 2013 - February 2015
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2015 - Present
Thornburg Investment Management June 2013 - February 2015
Northwestern Mutual April 2011 - June 2013
The Branch Law Firm May 2008 - March 2011
Dions May 2002 - October 2005
Education
The American College
ChFC
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2010
BBA, Finance
Northwestern Mutual February 2015 - Present
Thornburg Investment Management June 2013 - February 2015
Northwestern Mutual April 2011 - June 2013
The Branch Law Firm May 2008 - March 2011
Dions May 2002 - October 2005
Education
The American College
ChFC
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2010
BBA, Finance
Pete Mitchell's Thornburg Investment Management Experience May 2012 - April 2015
Job Senior Vice President at Crescent Capital Group
Industry Investment Management
Experience
Crescent Capital Group April 2015 - Present
Thornburg Investment Management May 2012 - April 2015
Hedge Fund 2010 - 2012
Snow Capital Management L.P. 2005 - 2010
Gregory J Schwartz & Co. March 2004 - September 2005
National Football League 1995 - 2004
Skills
Management
Education
Boston College 1990 — 1994
BS, Communications
Birmingham Brother Rice High School 1986 — 1990
Crescent Capital Group April 2015 - Present
Thornburg Investment Management May 2012 - April 2015
Hedge Fund 2010 - 2012
Snow Capital Management L.P. 2005 - 2010
Gregory J Schwartz & Co. March 2004 - September 2005
National Football League 1995 - 2004
Skills
Management
Education
Boston College 1990 — 1994
BS, Communications
Birmingham Brother Rice High School 1986 — 1990
Hollie Hester's Thornburg Investment Management Experience January 2006 - Present
Job Key Account at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management January 2006 - Present
Thornburg Investment Management January 1999 - Present
Nambe May 1997 - May 1999
Skills
Mutual Funds, Wealth Management
Education
Pacific Northwest College of Art 1985 — 1989
Bachelor's Degree, Graphic Design, A
Thornburg Investment Management January 2006 - Present
Thornburg Investment Management January 1999 - Present
Nambe May 1997 - May 1999
Skills
Mutual Funds, Wealth Management
Education
Pacific Northwest College of Art 1985 — 1989
Bachelor's Degree, Graphic Design, A
Nicole Parker, CAIA's Thornburg Investment Management Experience 1998 - 2000
Job Vice President, Alternative Investments at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs Asset Management August 2014 - Present
Hatteras Funds 2004 - August 2014
CAPTRUST 2001 - 2004
Thornburg Investment Management 1998 - 2000
State Street 1996 - 1998
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, New Business Development, Fund Of Funds, Hedge Funds, Private Equity, Investor Relations, Securities, Equities, Asset Managment, Investment Strategies, Asset Allocation, Investment Advisory, Investment Management, Retirement Planning, Financial Advisory
Education
Boston College - Carroll School of Management
Bachelor of Science (BS), Finance and Marketing
Goldman Sachs Asset Management August 2014 - Present
Hatteras Funds 2004 - August 2014
CAPTRUST 2001 - 2004
Thornburg Investment Management 1998 - 2000
State Street 1996 - 1998
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, New Business Development, Fund Of Funds, Hedge Funds, Private Equity, Investor Relations, Securities, Equities, Asset Managment, Investment Strategies, Asset Allocation, Investment Advisory, Investment Management, Retirement Planning, Financial Advisory
Education
Boston College - Carroll School of Management
Bachelor of Science (BS), Finance and Marketing
Joseph Kaselak's Thornburg Investment Management Experience April 2007 - June 2010
Job Equity Trader at Heitman
Industry Financial Services
Experience
Figtree LLC January 2015 - Present
Heitman January 2013 - Present
Beachhead Capital June 2010 - January 2013
Thornburg Investment Management April 2007 - June 2010
Skills
Trading, Trading Systems, Electronic Trading, Equities, Derivatives, Options, Hedge Funds, Investments, Proprietary Trading, Series 7, Series 63, Equity Trading, Commodity, Financial Markets, Charles River IMS, Advent, Bloomberg, Microsoft Excel, Foreign Exchange, Cocoa, Online Journalism, Management, Futures, Managed Futures, Alternative Investments, Fixed Income
Education
Ohio University 2001 — 2005
BA, Economics
Figtree LLC January 2015 - Present
Heitman January 2013 - Present
Beachhead Capital June 2010 - January 2013
Thornburg Investment Management April 2007 - June 2010
Skills
Trading, Trading Systems, Electronic Trading, Equities, Derivatives, Options, Hedge Funds, Investments, Proprietary Trading, Series 7, Series 63, Equity Trading, Commodity, Financial Markets, Charles River IMS, Advent, Bloomberg, Microsoft Excel, Foreign Exchange, Cocoa, Online Journalism, Management, Futures, Managed Futures, Alternative Investments, Fixed Income
Education
Ohio University 2001 — 2005
BA, Economics
Debra Hager's Thornburg Investment Management Experience September 2012 - 2013
Job Investment Professional
Industry Nonprofit Organization Management
Experience
San Elijo Lagoon Conservancy November 2014 - Present
Thornburg Investment Management September 2012 - 2013
Brandes Investment Partners June 2009 - September 2012
Brandes Investment Partners 2004 - 2009
Brandes Investment Partners July 2001 - March 2004
Brandes Investment Partners November 1996 - June 2001
Brandes Investment Partners 1994 - July 1996
Skills
Mutual Funds, Series 63, Risk Management, Series 6, Microsoft Excel, Equities, Securities, Portfolio Management, Microsoft Office, Investment Strategies, Investments, Financial Services, Asset Management, Microsoft Word, Long-term Customer..., Investment Advisory, Finance, Investment Management, Project Planning, Relationship Management, Financial Advisory, Trading, Bloomberg Terminal, Bonds, Equity Trading, Corporate Actions, Banking, Program Management, Asset Allocation, Management, FINRA, Separately Managed..., Analysis, Strategic Financial..., Alternative Investments, Financial Markets, Equity Research, Managing Accounts, Financial Analysis, Wealth Management, ETFs, Financial Modeling, Bloomberg
Education
UC Santa Barbara
B.A., Business Economics
San Elijo Lagoon Conservancy November 2014 - Present
Thornburg Investment Management September 2012 - 2013
Brandes Investment Partners June 2009 - September 2012
Brandes Investment Partners 2004 - 2009
Brandes Investment Partners July 2001 - March 2004
Brandes Investment Partners November 1996 - June 2001
Brandes Investment Partners 1994 - July 1996
Skills
Mutual Funds, Series 63, Risk Management, Series 6, Microsoft Excel, Equities, Securities, Portfolio Management, Microsoft Office, Investment Strategies, Investments, Financial Services, Asset Management, Microsoft Word, Long-term Customer..., Investment Advisory, Finance, Investment Management, Project Planning, Relationship Management, Financial Advisory, Trading, Bloomberg Terminal, Bonds, Equity Trading, Corporate Actions, Banking, Program Management, Asset Allocation, Management, FINRA, Separately Managed..., Analysis, Strategic Financial..., Alternative Investments, Financial Markets, Equity Research, Managing Accounts, Financial Analysis, Wealth Management, ETFs, Financial Modeling, Bloomberg
Education
UC Santa Barbara
B.A., Business Economics
Mahmut Mustafa Arikan Mahmut Mustafa Arikan's Thornburg Investment Management Experience March 2013 - Present
Job Marketing Communications Associate at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management March 2013 - Present
Anderson School of Business January 2012 - December 2013
Raymond James Financial Services January 2011 - March 2013
Upsite Technologies Inc June 2011 - January 2012
New Mexico Institute of Mining and Technology January 2008 - December 2009
Temsa Global June 2009 - August 2009
Berdan Textile October 2004 - February 2005
Skills
Windows, Microsoft Office, Financial Analysis, Product Development, Customer Service, Budgets, Strategic Planning, Analysis, Microsoft Word, Matlab, Project Management, Forecasting, Data Analysis, PowerPoint, Access, Microsoft Excel
Education
2012 UNM-Anderson School of Business 2009 — 2012
Master's, Business and Administration; Finance and Operations Management
New Mexico Institute of Mining and Technology 2005 — 2009
Bachelors of Science, Mechanical Engineering
Tarsus American Highschool
Thornburg Investment Management March 2013 - Present
Anderson School of Business January 2012 - December 2013
Raymond James Financial Services January 2011 - March 2013
Upsite Technologies Inc June 2011 - January 2012
New Mexico Institute of Mining and Technology January 2008 - December 2009
Temsa Global June 2009 - August 2009
Berdan Textile October 2004 - February 2005
Skills
Windows, Microsoft Office, Financial Analysis, Product Development, Customer Service, Budgets, Strategic Planning, Analysis, Microsoft Word, Matlab, Project Management, Forecasting, Data Analysis, PowerPoint, Access, Microsoft Excel
Education
2012 UNM-Anderson School of Business 2009 — 2012
Master's, Business and Administration; Finance and Operations Management
New Mexico Institute of Mining and Technology 2005 — 2009
Bachelors of Science, Mechanical Engineering
Tarsus American Highschool
Tonja Truesdell Tonja Truesdell's Thornburg Investment Management Experience March 2013 - Present
Job Consultant Relations/ Regional Associate at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management March 2013 - Present
Payden & Rygel September 2008 - August 2011
Payden & Rygel March 2007 - September 2008
Charter Bank May 2006 - March 2007
Charter Bank May 2005 - May 2006
Charter Bank March 2003 - May 2005
Skills
Analytical Skills, Multitasking Skills, Problem Solving, Organization Skills, Motivated self-starter, Works well in a team, Dependability, Foreign Currency..., Mortgage Banking, Trading, Bloomberg, Investment Management
Education
The University of New Mexico 2001 — 2005
Master of Business Administration (MBA), Finance
University of Evansville 1996 — 2000
BS, Global Business
Thornburg Investment Management March 2013 - Present
Payden & Rygel September 2008 - August 2011
Payden & Rygel March 2007 - September 2008
Charter Bank May 2006 - March 2007
Charter Bank May 2005 - May 2006
Charter Bank March 2003 - May 2005
Skills
Analytical Skills, Multitasking Skills, Problem Solving, Organization Skills, Motivated self-starter, Works well in a team, Dependability, Foreign Currency..., Mortgage Banking, Trading, Bloomberg, Investment Management
Education
The University of New Mexico 2001 — 2005
Master of Business Administration (MBA), Finance
University of Evansville 1996 — 2000
BS, Global Business
Shawn Lee Shawn Lee's Thornburg Investment Management Experience
Job HR Director at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management
Skills
401k, Deferred Compensation, Succession Planning, Financial Services, Employee Benefits, Leadership, Insurance, Strategic Planning, Employee Relations, Talent Acquisition, Onboarding, Human Resources, Benefits Administration, Talent Management, Analysis, Public Speaking, Team Building
Education
The University of New Mexico - Robert O. Anderson School of Management
Executive MBA
The College of Santa Fe
Bachelor of Fine Arts (BFA)
Thornburg Investment Management
Skills
401k, Deferred Compensation, Succession Planning, Financial Services, Employee Benefits, Leadership, Insurance, Strategic Planning, Employee Relations, Talent Acquisition, Onboarding, Human Resources, Benefits Administration, Talent Management, Analysis, Public Speaking, Team Building
Education
The University of New Mexico - Robert O. Anderson School of Management
Executive MBA
The College of Santa Fe
Bachelor of Fine Arts (BFA)
Alan Tipps Alan Tipps's Thornburg Investment Management Experience June 2012 - Present
Job Captain Thornburg Investment Management
Industry Airlines/Aviation
Experience
Thornburg Investment Management June 2012 - Present
Jet Aviation November 2007 - June 2012
Flight Options 2001 - 2007
Professional Aviation Services, Inc. 1990 - 1995
Skills
Flight Safety, Aviation, Flights, Charter, Commercial Aviation, CFI, Aircraft, Aerospace, Airlines, Aircraft Maintenance, Flight Planning, Piloting, Airports, B737, Business Aviation, Type Rating, Crew Resource Management, Airworthiness, Flight Training, Helicopters, Military, Avionics, ATP, Civil Aviation, Operations Management, Ground Instructor, Aviation Security, International Flight..., General Aviation, Human Factors, Instrument Rating, Multi-engine, Private Pilot, A320, Aeronautics
Education
Eastern New Mexico University 1980 — 1985
Communications
Thornburg Investment Management June 2012 - Present
Jet Aviation November 2007 - June 2012
Flight Options 2001 - 2007
Professional Aviation Services, Inc. 1990 - 1995
Skills
Flight Safety, Aviation, Flights, Charter, Commercial Aviation, CFI, Aircraft, Aerospace, Airlines, Aircraft Maintenance, Flight Planning, Piloting, Airports, B737, Business Aviation, Type Rating, Crew Resource Management, Airworthiness, Flight Training, Helicopters, Military, Avionics, ATP, Civil Aviation, Operations Management, Ground Instructor, Aviation Security, International Flight..., General Aviation, Human Factors, Instrument Rating, Multi-engine, Private Pilot, A320, Aeronautics
Education
Eastern New Mexico University 1980 — 1985
Communications
Christa Maxwell, CFA, CIPM's Thornburg Investment Management Experience January 2005 - June 2015
Job Vice President, Institutional Sales and Client Service
Industry Financial Services
Experience
Westwood Holdings Group, Inc. June 2015 - Present
Thornburg Investment Management January 2005 - June 2015
Morgan Stanley January 2004 - January 2005
Allstate January 2000 - January 2004
Skills
Asset Allocation, Asset Management, Series 7, Alternative Investments, Mutual Funds, Equities, Investment Strategies, Hedge Funds, Trading, Fixed Income, Series 63, Investment Advisory, ETFs, Bloomberg
Education
The University of New Mexico - Robert O. Anderson School of Management 2000 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Westwood Holdings Group, Inc. June 2015 - Present
Thornburg Investment Management January 2005 - June 2015
Morgan Stanley January 2004 - January 2005
Allstate January 2000 - January 2004
Skills
Asset Allocation, Asset Management, Series 7, Alternative Investments, Mutual Funds, Equities, Investment Strategies, Hedge Funds, Trading, Fixed Income, Series 63, Investment Advisory, ETFs, Bloomberg
Education
The University of New Mexico - Robert O. Anderson School of Management 2000 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Adah Burke Adah Burke's Thornburg Investment Management Experience August 2014 - Present
Job Programmer Analyst at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management August 2014 - Present
Thornburg Investment Management May 2006 - August 2014
Skills
Mutual Funds, Series 24, Series 7, Series 63, Series 6, Crystal Reports, SQL Server Management..., Financial Analysis
Education
The University of New Mexico 2000 — 2005
BS, Summa Cum Laude, Applied Mathematics
Thornburg Investment Management August 2014 - Present
Thornburg Investment Management May 2006 - August 2014
Skills
Mutual Funds, Series 24, Series 7, Series 63, Series 6, Crystal Reports, SQL Server Management..., Financial Analysis
Education
The University of New Mexico 2000 — 2005
BS, Summa Cum Laude, Applied Mathematics
Robert McInerney, CFP, CIMA Robert McInerney, CFP, CIMA's Thornburg Investment Management Experience March 2012 - Present
Job President, Thornburg Securities Corp/ National Sales Manager at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management March 2012 - Present
Thornburg Investment Management May 1999 - Present
Lexington Management 1995 - 1999
Lexington Management 1991 - 1995
Lexington Management 1988 - 1991
Skills
Series 7, Investments, Series 63, Mutual Funds, Asset Allocation, Retirement Planning, Asset Management, Wealth Management, Portfolio Management, Certified Financial..., Certified Investment...
Education
College for Financial Planning 1997 — 1998
Certified Financial Planner, Financial Planning and Services
State University of New York College at Oswego 1984 — 1988
Bachelor's Degree, American History (United States)
University of Pennsylvania - The Wharton School
CIMA, Investment Management
Thornburg Investment Management March 2012 - Present
Thornburg Investment Management May 1999 - Present
Lexington Management 1995 - 1999
Lexington Management 1991 - 1995
Lexington Management 1988 - 1991
Skills
Series 7, Investments, Series 63, Mutual Funds, Asset Allocation, Retirement Planning, Asset Management, Wealth Management, Portfolio Management, Certified Financial..., Certified Investment...
Education
College for Financial Planning 1997 — 1998
Certified Financial Planner, Financial Planning and Services
State University of New York College at Oswego 1984 — 1988
Bachelor's Degree, American History (United States)
University of Pennsylvania - The Wharton School
CIMA, Investment Management
Lacey Harvey, MBA, CFS® Lacey Harvey, MBA, CFS®'s Thornburg Investment Management Experience April 2011 - June 2015
Job N/A
Industry Financial Services
Experience
Thornburg Investment Management April 2011 - June 2015
Thornburg Investment Management January 2010 - April 2011
Quality Control Consultant 2008 - 2009
Skills
Mutual Funds, Series 7, Retirement Planning, Series 63, Asset Allocation, Series 66, Communication Skills, Time Management, Organization &..., Zephyr Style Advisor, Sales Logix, Investment Management, Uniform Combined State..., Equities, Separately Managed..., ETFs
Education
Texas Tech University - Rawls College of Business 2005 — 2007
Master of Business Administration (M.B.A.), Finance, General
Texas Tech University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Thornburg Investment Management April 2011 - June 2015
Thornburg Investment Management January 2010 - April 2011
Quality Control Consultant 2008 - 2009
Skills
Mutual Funds, Series 7, Retirement Planning, Series 63, Asset Allocation, Series 66, Communication Skills, Time Management, Organization &..., Zephyr Style Advisor, Sales Logix, Investment Management, Uniform Combined State..., Equities, Separately Managed..., ETFs
Education
Texas Tech University - Rawls College of Business 2005 — 2007
Master of Business Administration (M.B.A.), Finance, General
Texas Tech University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Patrick Walsh Patrick Walsh's Thornburg Investment Management Experience February 2006 - February 2010
Job Senior Partner at Lucas Group Military Division
Industry Staffing and Recruiting
Experience
Lucas Group June 2010 - Present
Thornburg Investment Management February 2006 - February 2010
Wal Mart Stores Inc. April 2001 - February 2006
US Army May 1996 - April 2001
Skills
Military, Leadership, Interviews, Human Resources, Strategic Planning, Management, Screening Resumes, Talent Management, Contract Negotiation, Hiring, Team Building, Cold Calling, Operating Budgets, P&L Responsibility, Behavioral Interviewing, Training, Sales, Business Development, New Business Development
Education
Tarleton State University 1994 — 1996
Bachelor of Science, Criminal Justice
Sul Ross State University 1986 — 1988
Criminal Justice and Corrections
Fort Worth Nolan High School / Southwest High School 1982 — 1986
Lucas Group June 2010 - Present
Thornburg Investment Management February 2006 - February 2010
Wal Mart Stores Inc. April 2001 - February 2006
US Army May 1996 - April 2001
Skills
Military, Leadership, Interviews, Human Resources, Strategic Planning, Management, Screening Resumes, Talent Management, Contract Negotiation, Hiring, Team Building, Cold Calling, Operating Budgets, P&L Responsibility, Behavioral Interviewing, Training, Sales, Business Development, New Business Development
Education
Tarleton State University 1994 — 1996
Bachelor of Science, Criminal Justice
Sul Ross State University 1986 — 1988
Criminal Justice and Corrections
Fort Worth Nolan High School / Southwest High School 1982 — 1986
Ted Chang Ted Chang's Thornburg Investment Management Experience May 2014 - Present
Job Equity Research Analyst
Industry Investment Management
Experience
Thornburg Investment Management May 2014 - Present
300 North Capital, LLC May 2012 - April 2014
University of Southern California April 2012 - May 2012
Zurich Financial Services March 2008 - June 2010
QuinStreet Inc. October 2005 - October 2007
Skills
Financial Modeling, Leadership, Strategy, Equity Research, Financial Analysis, Research, Finance, Business Development, Equities, Due Diligence, Investments, Valuation
Education
University of Southern California - Marshall School of Business 2010 — 2012
Master, Business Administration
University of California, Los Angeles 2000 — 2004
Bachelors, Political Science - International Relations
Los Gatos High School 1996 — 2000
Thornburg Investment Management May 2014 - Present
300 North Capital, LLC May 2012 - April 2014
University of Southern California April 2012 - May 2012
Zurich Financial Services March 2008 - June 2010
QuinStreet Inc. October 2005 - October 2007
Skills
Financial Modeling, Leadership, Strategy, Equity Research, Financial Analysis, Research, Finance, Business Development, Equities, Due Diligence, Investments, Valuation
Education
University of Southern California - Marshall School of Business 2010 — 2012
Master, Business Administration
University of California, Los Angeles 2000 — 2004
Bachelors, Political Science - International Relations
Los Gatos High School 1996 — 2000
Laura (Kling) Baffico Laura (Kling) Baffico's Thornburg Investment Management Experience March 2015 - Present
Job Regional Consultant at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management March 2015 - Present
Four Wood Capital Partners January 2014 - March 2015
Cohen & Steers October 2010 - December 2013
New York Life Insurance Company/MainStay Investments September 2007 - October 2010
NATIXIS Global Associates June 2005 - June 2007
John Hancock Life Insurance Company (U.S.A.) June 2002 - June 2005
State Street Research September 2000 - June 2002
Skills
Mutual Funds, Series 7, Investments, Alternative Investments, Series 63, Asset Allocation, Wealth Management, Asset Management, Equities, Portfolio Management, Securities
Education
St. Lawrence University 1995 — 1999
Agnes Irwin 1983 — 1995
Thornburg Investment Management March 2015 - Present
Four Wood Capital Partners January 2014 - March 2015
Cohen & Steers October 2010 - December 2013
New York Life Insurance Company/MainStay Investments September 2007 - October 2010
NATIXIS Global Associates June 2005 - June 2007
John Hancock Life Insurance Company (U.S.A.) June 2002 - June 2005
State Street Research September 2000 - June 2002
Skills
Mutual Funds, Series 7, Investments, Alternative Investments, Series 63, Asset Allocation, Wealth Management, Asset Management, Equities, Portfolio Management, Securities
Education
St. Lawrence University 1995 — 1999
Agnes Irwin 1983 — 1995
Susan Rossi Susan Rossi's Thornburg Investment Management Experience July 1990 - January 1998
Job Colleague at Carlson Capital Management
Industry Public Relations and Communications
Experience
Carlson Capital Management May 2014 - Present
University of California Office of the Treasurer February 2002 - 2013
Assetmark Investment Services, Inc. January 2001 - November 2001
National Association of Securities Dealers Regulation, Inc. (currently known as FINRA) August 1998 - July 2000
Thornburg Investment Management July 1990 - January 1998
Red Rose Gallerie 1985 - 1989
Red Rose Gallerie 1985 - 1989
Skills
Budgets, Strategy, Communication, Manage Client..., Program Management, Graphic Design, Copywriting, Voice Over, Event Planning, Editing, Team Facilitation, Public Speaking
Education
St. Olaf College
BA
Carlson Capital Management May 2014 - Present
University of California Office of the Treasurer February 2002 - 2013
Assetmark Investment Services, Inc. January 2001 - November 2001
National Association of Securities Dealers Regulation, Inc. (currently known as FINRA) August 1998 - July 2000
Thornburg Investment Management July 1990 - January 1998
Red Rose Gallerie 1985 - 1989
Red Rose Gallerie 1985 - 1989
Skills
Budgets, Strategy, Communication, Manage Client..., Program Management, Graphic Design, Copywriting, Voice Over, Event Planning, Editing, Team Facilitation, Public Speaking
Education
St. Olaf College
BA
Kaythee Hlaing's Thornburg Investment Management Experience June 2007 - August 2014
Job Independent Consultant at Diogense Strategies
Industry Management Consulting
Experience
Diogense Strategies August 2014 - Present
Thornburg Investment Management June 2007 - August 2014
World Vision 1998 - 2002
Skills
Financial Analysis, Investments, Research, Public Speaking, Leadership, Nonprofits, Strategy, International Relations
Education
St. John's College, Santa Fe, NM 2009 — 2014
Graduate Program, Liberal Arts, Masters obtained May, 2014.
Bard College 2002 — 2006
B.A., Political Studies
Diogense Strategies August 2014 - Present
Thornburg Investment Management June 2007 - August 2014
World Vision 1998 - 2002
Skills
Financial Analysis, Investments, Research, Public Speaking, Leadership, Nonprofits, Strategy, International Relations
Education
St. John's College, Santa Fe, NM 2009 — 2014
Graduate Program, Liberal Arts, Masters obtained May, 2014.
Bard College 2002 — 2006
B.A., Political Studies
Di Zhou, CFA, FRM's Thornburg Investment Management Experience September 2014 - Present
Job Associate Portfolio Manager at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management September 2014 - Present
Thornburg Investment Management September 2010 - September 2014
University of Chicago Graduate School of Business September 2008 - October 2010
Wilshire Associates 2000 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Investments, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Due Diligence
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
University of Southern California - Marshall School of Business 1996 — 2000
Bachelor of Science (BS)
Thornburg Investment Management September 2014 - Present
Thornburg Investment Management September 2010 - September 2014
University of Chicago Graduate School of Business September 2008 - October 2010
Wilshire Associates 2000 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Investments, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Due Diligence
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
University of Southern California - Marshall School of Business 1996 — 2000
Bachelor of Science (BS)
Fernando Villa's Thornburg Investment Management Experience 2002 - 2005
Job
Industry Financial Services
Experience
City of Los Angeles August 2014 - November 2014
Historic Highland Park Neighborhood Council September 2013 - October 2014
First Quadrant January 2008 - April 2014
CheckFree Investment Services 2005 - 2007
Thornburg Investment Management 2002 - 2005
The Bank of Santa Fe/Wells Fargo January 2000 - January 2002
Skills
Asset Managment, Portfolio Management, Hedge Funds, Fixed Income, Investment Management, Alternative Investments, Wealth Management, Financial Analysis, Mutual Funds, Asset Allocation, Microsoft Excel, Accounting, Financial Modeling, Derivatives, Asset Management, Analysis, Finance
Education
University of Arizona
BA
Santa Fe University of Art and Design
MBA
Pasadena City College Professional & Continuing Education
Certificate
LBGx (Edx)
Giving With Purpose: How to get the most out of your charitable giving
City of Los Angeles August 2014 - November 2014
Historic Highland Park Neighborhood Council September 2013 - October 2014
First Quadrant January 2008 - April 2014
CheckFree Investment Services 2005 - 2007
Thornburg Investment Management 2002 - 2005
The Bank of Santa Fe/Wells Fargo January 2000 - January 2002
Skills
Asset Managment, Portfolio Management, Hedge Funds, Fixed Income, Investment Management, Alternative Investments, Wealth Management, Financial Analysis, Mutual Funds, Asset Allocation, Microsoft Excel, Accounting, Financial Modeling, Derivatives, Asset Management, Analysis, Finance
Education
University of Arizona
BA
Santa Fe University of Art and Design
MBA
Pasadena City College Professional & Continuing Education
Certificate
LBGx (Edx)
Giving With Purpose: How to get the most out of your charitable giving
Christina Keyes's Thornburg Investment Management Experience 2000 - 2003
Job Economist State of New Mexico Legislative Finance Committee
Industry Government Administration
Experience
Public Employees Retirement Association of New Mexico August 2013 - July 2015
Public Employees Retirement Association of New Mexico September 2009 - August 2013
Wolf Asset Management International, LLC July 2006 - August 2009
Los Alamos National Laboratory April 2005 - July 2006
Thornburg Investment Management 2000 - 2003
Skills
Investments, Valuation, Hedge Funds, Bloomberg, Real Assets, Financial Modeling, Financial Accounting, Risk Analysis, Financial Analysis, Asset Management, Alternative Investments, Risk Management, Asset Allocation, Equities, Finance, Fund Of Funds, Investment Strategies, Commodity Markets, Investor Relations, Capital Markets, Portfolio Management
Education
The College of Santa Fe
Master of Business Administration (M.B.A.), Finance
The University of New Mexico 1992 — 1997
Bachelor of Arts (B.A.), English (Technical Writing/Editing), History
Public Employees Retirement Association of New Mexico August 2013 - July 2015
Public Employees Retirement Association of New Mexico September 2009 - August 2013
Wolf Asset Management International, LLC July 2006 - August 2009
Los Alamos National Laboratory April 2005 - July 2006
Thornburg Investment Management 2000 - 2003
Skills
Investments, Valuation, Hedge Funds, Bloomberg, Real Assets, Financial Modeling, Financial Accounting, Risk Analysis, Financial Analysis, Asset Management, Alternative Investments, Risk Management, Asset Allocation, Equities, Finance, Fund Of Funds, Investment Strategies, Commodity Markets, Investor Relations, Capital Markets, Portfolio Management
Education
The College of Santa Fe
Master of Business Administration (M.B.A.), Finance
The University of New Mexico 1992 — 1997
Bachelor of Arts (B.A.), English (Technical Writing/Editing), History
Peggy Blitz's Thornburg Investment Management Experience August 2008 - Present
Job Retired Front Office Coordinator, Thornburg Investment Management
Industry Investment Management
Experience
Retired and enjoying time to pursue personal interests, consulting, giving back March 2015 - Present
Thornburg Investment Management August 2008 - Present
Zimmer & Associates September 2006 - September 2008
Caneel Bay Resort January 1999 - May 2006
Caribbean Dreams, Inc. October 1992 - September 2000
Corporate Travel Consultant 1992 - 1995
Travelmasters, Inc. January 1989 - February 1992
IVI Travel, Inc. September 1979 - March 1989
Whitehall Hotel September 1978 - October 1979
Skills
Customer Service, Series 7, Financial Analysis, Leadership, Series 63, Hotels, Sales, Management, Strategic Planning, Insurance, Payroll, Small Business, Budgets, Microsoft Office, Operations Management, Risk Management, Forecasting, Contract Negotiation, Process Improvement, Front Office, Marketing Strategy
Education
Northern Illinois Univerwsity 1976 — 1977
Work toward masters degree, Speech Pathology and Audiology
Ball State University 1958 — 1962
BS, Special Ed/Speech Pathology-major: Business Administration-minor
Retired and enjoying time to pursue personal interests, consulting, giving back March 2015 - Present
Thornburg Investment Management August 2008 - Present
Zimmer & Associates September 2006 - September 2008
Caneel Bay Resort January 1999 - May 2006
Caribbean Dreams, Inc. October 1992 - September 2000
Corporate Travel Consultant 1992 - 1995
Travelmasters, Inc. January 1989 - February 1992
IVI Travel, Inc. September 1979 - March 1989
Whitehall Hotel September 1978 - October 1979
Skills
Customer Service, Series 7, Financial Analysis, Leadership, Series 63, Hotels, Sales, Management, Strategic Planning, Insurance, Payroll, Small Business, Budgets, Microsoft Office, Operations Management, Risk Management, Forecasting, Contract Negotiation, Process Improvement, Front Office, Marketing Strategy
Education
Northern Illinois Univerwsity 1976 — 1977
Work toward masters degree, Speech Pathology and Audiology
Ball State University 1958 — 1962
BS, Special Ed/Speech Pathology-major: Business Administration-minor
Lewis Kaufman's Thornburg Investment Management Experience April 2005 - February 2015
Job Portfolio Manager at Artisan Partners
Industry Investment Management
Experience
Artisan Partners February 2015 - Present
Thornburg Investment Management April 2005 - February 2015
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Colgate University 1993 — 1997
Horace Mann School 1989 — 1993
Artisan Partners February 2015 - Present
Thornburg Investment Management April 2005 - February 2015
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Colgate University 1993 — 1997
Horace Mann School 1989 — 1993
Yolanda Eytcheson's Thornburg Investment Management Experience November 2011 - Present
Job Senior Associate at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management November 2011 - Present
Thornburg Invesment Management November 2006 - November 2011
State Street 2001 - July 2005
Skills
Mutual Funds, Bloomberg, Equities, Investments, Fixed Income, Financial Services, Securities, Hedge Funds, Finance
Education
Bentley University 1996 — 2000
Thornburg Investment Management November 2011 - Present
Thornburg Invesment Management November 2006 - November 2011
State Street 2001 - July 2005
Skills
Mutual Funds, Bloomberg, Equities, Investments, Fixed Income, Financial Services, Securities, Hedge Funds, Finance
Education
Bentley University 1996 — 2000
Andrew DiJohn's Thornburg Investment Management Experience January 2011 - November 2012
Job
Industry Financial Services
Experience
Curian Capital November 2014 - Present
Curian Capital February 2013 - November 2014
Thornburg Investment Management January 2011 - November 2012
Janney Montgomery Scott April 2009 - October 2010
University of New Hampshire September 2007 - April 2009
Janney Montgomery Scott December 2006 - October 2007
Janney Montgomery Scott January 2005 - December 2006
Janney Montgomery Scott December 2002 - January 2005
Janney Montgomery Scott April 2000 - December 2002
Janney Montgomery Scott April 1998 - April 2000
Skills
Mutual Funds, Wealth Management, Financial Markets, Portfolio Management, Alternative Investments, Investment Advisory
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2009
MBA
Franklin & Marshall College 1992 — 1996
Curian Capital November 2014 - Present
Curian Capital February 2013 - November 2014
Thornburg Investment Management January 2011 - November 2012
Janney Montgomery Scott April 2009 - October 2010
University of New Hampshire September 2007 - April 2009
Janney Montgomery Scott December 2006 - October 2007
Janney Montgomery Scott January 2005 - December 2006
Janney Montgomery Scott December 2002 - January 2005
Janney Montgomery Scott April 2000 - December 2002
Janney Montgomery Scott April 1998 - April 2000
Skills
Mutual Funds, Wealth Management, Financial Markets, Portfolio Management, Alternative Investments, Investment Advisory
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2009
MBA
Franklin & Marshall College 1992 — 1996
Johnathan Burnham, CFA's Thornburg Investment Management Experience January 2006 - Present
Job Managing Director; Director, Research Communications at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management January 2006 - Present
Advised Assets Group 2003 - 2006
Great-West Life and Annuity Insurance Company 1999 - 2003
INVESCO Funds Group 1992 - 1999
Education
University of Colorado Denver 1993 — 1997
MBA, Business
Colorado State University 1988 — 1992
Finance
Thornburg Investment Management January 2006 - Present
Advised Assets Group 2003 - 2006
Great-West Life and Annuity Insurance Company 1999 - 2003
INVESCO Funds Group 1992 - 1999
Education
University of Colorado Denver 1993 — 1997
MBA, Business
Colorado State University 1988 — 1992
Finance
Frances D'Alessio's Thornburg Investment Management Experience 2007 - Present
Job Managing Director, Eastern U.S.
Industry Financial Services
Experience
Thornburg Investment Management 2007 - Present
Thornburg Investments 2007 - Present
Thornburg Investments 2006 - Present
Lord, Abbett & Co. LLC 1997 - 2007
Skills
Portfolio Management, Mutual Funds, Series 7, Asset Allocation, Equities, Alternative Investments, Investments, Asset Management, Financial Modeling, Securities, Retirement Planning, Strategic Financial..., Series 63, Investment Management, Strategic Planning, Business Strategy
Education
Thunderbird School of Global Management 2008 — 2009
MBA, Global Management, Honors
Drew University 1991 — 1992
Masters Degree, International Relations and Affairs
Thornburg Investment Management 2007 - Present
Thornburg Investments 2007 - Present
Thornburg Investments 2006 - Present
Lord, Abbett & Co. LLC 1997 - 2007
Skills
Portfolio Management, Mutual Funds, Series 7, Asset Allocation, Equities, Alternative Investments, Investments, Asset Management, Financial Modeling, Securities, Retirement Planning, Strategic Financial..., Series 63, Investment Management, Strategic Planning, Business Strategy
Education
Thunderbird School of Global Management 2008 — 2009
MBA, Global Management, Honors
Drew University 1991 — 1992
Masters Degree, International Relations and Affairs
Alessandro Valentini's Thornburg Investment Management Experience June 2005 - August 2005
Job Portfolio Mananger at Causeway Capital Management LLC
Industry Investment Management
Experience
Causeway Capital Management LLC April 2013 - Present
Causeway Capital Management July 2006 - Present
Thornburg Investment Management June 2005 - August 2005
Goldman Sachs 2001 - 2004
Skills
Equities, Portfolio Management, Financial Modeling, Finance, Equity Research, Hedge Funds
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
Georgetown University 2000 — 2001
MA, Economics
Georgetown University 1996 — 2000
BS, Foreign Service
Liceo Classico Giovanni Prati 1991 — 1996
Maturita' Classica, Classics
Causeway Capital Management LLC April 2013 - Present
Causeway Capital Management July 2006 - Present
Thornburg Investment Management June 2005 - August 2005
Goldman Sachs 2001 - 2004
Skills
Equities, Portfolio Management, Financial Modeling, Finance, Equity Research, Hedge Funds
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
Georgetown University 2000 — 2001
MA, Economics
Georgetown University 1996 — 2000
BS, Foreign Service
Liceo Classico Giovanni Prati 1991 — 1996
Maturita' Classica, Classics
Bill Chisholm's Thornburg Investment Management Experience April 2012 - Present
Job Regional Consultant, NJ & E.PA at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management April 2012 - Present
Deutsche Bank July 2008 - April 2012
Franklin Templeton Investments January 2006 - June 2008
Skills
Mutual Funds, Series 7, Series 63, Separately Managed..., Wealth Management, Asset Managment, Asset Management, Securities
Education
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Thornburg Investment Management April 2012 - Present
Deutsche Bank July 2008 - April 2012
Franklin Templeton Investments January 2006 - June 2008
Skills
Mutual Funds, Series 7, Series 63, Separately Managed..., Wealth Management, Asset Managment, Asset Management, Securities
Education
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Brian Munson's Thornburg Investment Management Experience November 2013 - Present
Job Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management November 2013 - Present
American Funds June 2007 - November 2013
Curian Capital March 2003 - June 2007
Putnam Investments 1995 - 2003
Colonial Mutual Funds 1994 - 1995
Skills
Consultative Approach, Public Speaking, Separately Managed..., Mentoring, Writing, Series 7, Series 65, Series 63, Series 24, Investments, Portfolio Management, Asset Management
Education
Hamilton College 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Weston High School 1985 — 1989
Thornburg Investment Management November 2013 - Present
American Funds June 2007 - November 2013
Curian Capital March 2003 - June 2007
Putnam Investments 1995 - 2003
Colonial Mutual Funds 1994 - 1995
Skills
Consultative Approach, Public Speaking, Separately Managed..., Mentoring, Writing, Series 7, Series 65, Series 63, Series 24, Investments, Portfolio Management, Asset Management
Education
Hamilton College 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Weston High School 1985 — 1989
Elias Erickson's Thornburg Investment Management Experience August 2013 - Present
Job Investment Analyst at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management August 2013 - Present
Dodge & Cox July 2009 - September 2011
Lehman Brothers July 2008 - July 2009
NEC Venture Development/Longworth Venture Partners May 2006 - December 2007
Education
Stanford Graduate School of Business 2011 — 2013
MBA
Brigham Young University 2002 — 2008
Thornburg Investment Management August 2013 - Present
Dodge & Cox July 2009 - September 2011
Lehman Brothers July 2008 - July 2009
NEC Venture Development/Longworth Venture Partners May 2006 - December 2007
Education
Stanford Graduate School of Business 2011 — 2013
MBA
Brigham Young University 2002 — 2008
Gregory Supple, CIMA®'s Thornburg Investment Management Experience August 2005 - Present
Job Regional Consultant at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management August 2005 - Present
Lincoln Financial Distributors August 2000 - October 2001
Pioneer Investments 1996 - 2000
Skills
Investment Advisory, Equities, Portfolio Management, Business Development, Securities, Investment Strategies, Series 63, Fixed Annuities, ETFs, Financial Services, 401k, Investment Management, Competitive Analysis, Investments, Mutual Funds, Series 7, Asset Allocation
Education
Boston College
BA, History
Thornburg Investment Management August 2005 - Present
Lincoln Financial Distributors August 2000 - October 2001
Pioneer Investments 1996 - 2000
Skills
Investment Advisory, Equities, Portfolio Management, Business Development, Securities, Investment Strategies, Series 63, Fixed Annuities, ETFs, Financial Services, 401k, Investment Management, Competitive Analysis, Investments, Mutual Funds, Series 7, Asset Allocation
Education
Boston College
BA, History
Heather Conforto Beatty's Thornburg Investment Management Experience December 2010 - April 2015
Job Senior Vice President, Institutional Marketing at The TCW Group
Industry Financial Services
Experience
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 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
Marc Benelli's Thornburg Investment Management Experience August 2009 - Present
Job Equity and Currency Trader at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management August 2009 - Present
Thornburg Investment Management February 2008 - July 2009
New Mexico Community Capital 2007 - 2008
Skills
Mutual Funds, Equities, Series 7, Asset Management, Equity Trading
Education
The University of New Mexico 2005 — 2007
Thornburg Investment Management August 2009 - Present
Thornburg Investment Management February 2008 - July 2009
New Mexico Community Capital 2007 - 2008
Skills
Mutual Funds, Equities, Series 7, Asset Management, Equity Trading
Education
The University of New Mexico 2005 — 2007
Rocco DiBruno's Thornburg Investment Management Experience December 2003 - June 2015
Job Managing Director at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management December 2003 - June 2015
Merrill Lynch October 1987 - November 2003
Skills
Mutual Funds, Retirement Planning, 401k, Asset Allocation, Series 7, Series 63, Investments, Wealth Management, Asset Management, Investment Advisory
Education
Temple university 1975 — 1980
BA in Business Administration
Thornburg Investment Management December 2003 - June 2015
Merrill Lynch October 1987 - November 2003
Skills
Mutual Funds, Retirement Planning, 401k, Asset Allocation, Series 7, Series 63, Investments, Wealth Management, Asset Management, Investment Advisory
Education
Temple university 1975 — 1980
BA in Business Administration
Kevin Dougherty, CIMA®'s Thornburg Investment Management Experience April 2006 - Present
Job Regional Consultant Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management April 2006 - Present
Skills
Mutual Funds, Series 63, Series 7
Education
University of Colorado at Boulder
Thornburg Investment Management April 2006 - Present
Skills
Mutual Funds, Series 63, Series 7
Education
University of Colorado at Boulder
Elaine Perea, PhD's Thornburg Investment Management Experience April 2013 - September 2014
Job Deputy Director at NM Public Education Department, College and Career Readiness Bureau
Industry Financial Services
Experience
NM Public Education Department, College and Career Readiness Bureau April 2015 - Present
NM Public Education Department, College and Career Readiness Bureau September 2014 - March 2015
Thornburg Investment Management April 2013 - September 2014
Daytona State College 2010 - April 2013
Arizona State University August 2004 - July 2010
BGK Properties June 1995 - July 2004
Skills
Teaching, Psychology, Research, Microsoft Office, Public Speaking, Higher Education, Non-profits, Event Planning, Leadership, Community Outreach, SPSS, Training, Analysis, Strategic Planning, Statistics, Nonprofits, Curriculum Design, Proposal Writing, Grant Writing, Editing, Project Management, University Teaching, Qualitative Research, Data Analysis, Instructional Design, Student Affairs
Education
Arizona State University 2004 — 2010
PhD, psychology
St. John's College (NM) 1986 — 1990
BA, philosophy
NM Public Education Department, College and Career Readiness Bureau April 2015 - Present
NM Public Education Department, College and Career Readiness Bureau September 2014 - March 2015
Thornburg Investment Management April 2013 - September 2014
Daytona State College 2010 - April 2013
Arizona State University August 2004 - July 2010
BGK Properties June 1995 - July 2004
Skills
Teaching, Psychology, Research, Microsoft Office, Public Speaking, Higher Education, Non-profits, Event Planning, Leadership, Community Outreach, SPSS, Training, Analysis, Strategic Planning, Statistics, Nonprofits, Curriculum Design, Proposal Writing, Grant Writing, Editing, Project Management, University Teaching, Qualitative Research, Data Analysis, Instructional Design, Student Affairs
Education
Arizona State University 2004 — 2010
PhD, psychology
St. John's College (NM) 1986 — 1990
BA, philosophy
Laura Altomare's Thornburg Investment Management Experience February 1999 - January 2002
Job Director of Marketing at Homewise Inc.
Industry Marketing and Advertising
Experience
Homewise Inc. July 2014 - Present
Laura's Cake Shop LLC May 2009 - Present
First National Bank of Santa Fe September 2011 - July 2014
Aventur Partners August 2009 - September 2011
Thornburg Mortgage March 2005 - April 2009
Mothering Magazine January 2002 - March 2005
Thornburg Investment Management February 1999 - January 2002
Pharmaceutical Buyers Inc April 1998 - February 1999
Denver Business Journal May 1997 - April 1998
Skills
Marketing Strategy, Marketing Management, Strategic Planning, Marketing Communications, Social Media Marketing, Digital Marketing, Customer Experience, Collaborative Leadership, Team Building, Cross-functional Team..., Corporate Websites, Content Management, Agency Relationship..., Copywriting, Marketing Research, Internal Communications, Media Relations, Media Planning, Advertising, Email Marketing, SEO, CRM, Project Planning, Marketing, Management, New Business Development
Education
Colorado State University 1992 — 1996
BA, English
The Culinary Institute at Santa Fe Community College 2009 — 2010
Certificate in Patissiere, Culinary Arts
Homewise Inc. July 2014 - Present
Laura's Cake Shop LLC May 2009 - Present
First National Bank of Santa Fe September 2011 - July 2014
Aventur Partners August 2009 - September 2011
Thornburg Mortgage March 2005 - April 2009
Mothering Magazine January 2002 - March 2005
Thornburg Investment Management February 1999 - January 2002
Pharmaceutical Buyers Inc April 1998 - February 1999
Denver Business Journal May 1997 - April 1998
Skills
Marketing Strategy, Marketing Management, Strategic Planning, Marketing Communications, Social Media Marketing, Digital Marketing, Customer Experience, Collaborative Leadership, Team Building, Cross-functional Team..., Corporate Websites, Content Management, Agency Relationship..., Copywriting, Marketing Research, Internal Communications, Media Relations, Media Planning, Advertising, Email Marketing, SEO, CRM, Project Planning, Marketing, Management, New Business Development
Education
Colorado State University 1992 — 1996
BA, English
The Culinary Institute at Santa Fe Community College 2009 — 2010
Certificate in Patissiere, Culinary Arts
Chris Ihlefeld's Thornburg Investment Management Experience May 1996 - November 2013
Job Former Managing Director and Portfolio Manager Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management May 1996 - November 2013
Skills
Series 7, Investments, Portfolio Management, Asset Management, Mutual Funds, Fixed Income, Wealth Management, Bloomberg, Series 63, Investment Management, Asset Allocation, Financial Markets, Investment Strategies, Securities, Trading, Bonds
Education
Santa Fe University of Art and Design 1997 — 1999
Master of Business Administration (MBA), Finance, General
Rollins College 1992 — 1995
Bachelor of Arts (BA)
Thornburg Investment Management May 1996 - November 2013
Skills
Series 7, Investments, Portfolio Management, Asset Management, Mutual Funds, Fixed Income, Wealth Management, Bloomberg, Series 63, Investment Management, Asset Allocation, Financial Markets, Investment Strategies, Securities, Trading, Bonds
Education
Santa Fe University of Art and Design 1997 — 1999
Master of Business Administration (MBA), Finance, General
Rollins College 1992 — 1995
Bachelor of Arts (BA)
Gregory Mazares's Thornburg Investment Management Experience August 2015 - Present
Job Equity Research Analyst at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management August 2015 - Present
PwC August 2011 - July 2013
PwC September 2007 - August 2011
Bank of America June 2006 - August 2006
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Economics, Organizational Behavior
Wake Forest University 2006 — 2007
Masters of Science, Accountancy
Wake Forest University 2002 — 2006
B.S., Analytical Finance
Duxbury High School
Thornburg Investment Management August 2015 - Present
PwC August 2011 - July 2013
PwC September 2007 - August 2011
Bank of America June 2006 - August 2006
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Economics, Organizational Behavior
Wake Forest University 2006 — 2007
Masters of Science, Accountancy
Wake Forest University 2002 — 2006
B.S., Analytical Finance
Duxbury High School
Robert Quirk, CFA's Thornburg Investment Management Experience September 2014 - Present
Job Equity Research Analyst Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management September 2014 - Present
Santa Fe High School July 2014 - Present
Thornburg Investment Management July 2012 - August 2014
Thornburg Investment Management February 2008 - June 2012
Riverstone Residential Group April 2007 - December 2007
Skills
Series 7, Investments, CFA Charterholder, Mutual Funds, Series 66, Qualified &..., Bloomberg, Chartered Financial..., Financial Modeling, Investment Strategies, Portfolio Management, Valuation, Wealth Management
Education
Southern Methodist University 2004 — 2006
BBA, Finance
Thornburg Investment Management September 2014 - Present
Santa Fe High School July 2014 - Present
Thornburg Investment Management July 2012 - August 2014
Thornburg Investment Management February 2008 - June 2012
Riverstone Residential Group April 2007 - December 2007
Skills
Series 7, Investments, CFA Charterholder, Mutual Funds, Series 66, Qualified &..., Bloomberg, Chartered Financial..., Financial Modeling, Investment Strategies, Portfolio Management, Valuation, Wealth Management
Education
Southern Methodist University 2004 — 2006
BBA, Finance
Kevin Erdman's Thornburg Investment Management Experience February 2014 - Present
Job Business Intelligence Manager at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management February 2014 - Present
Janus Capital Group November 2006 - February 2014
SunAmerica Mutual Funds July 2004 - November 2006
VALIC November 2000 - July 2004
Skills
Business Objects, Cognos, Business Intelligence, Salesforce.com, Asset Management, Investments, Portfolio Management, Business Analysis, Financial Modeling, Mutual Funds, Management, CRM, Financial Analysis, Equities, Tableau
Education
The University of New Mexico
BBA, Finance
Thornburg Investment Management February 2014 - Present
Janus Capital Group November 2006 - February 2014
SunAmerica Mutual Funds July 2004 - November 2006
VALIC November 2000 - July 2004
Skills
Business Objects, Cognos, Business Intelligence, Salesforce.com, Asset Management, Investments, Portfolio Management, Business Analysis, Financial Modeling, Mutual Funds, Management, CRM, Financial Analysis, Equities, Tableau
Education
The University of New Mexico
BBA, Finance
Sasha Wilcoxon's Thornburg Investment Management Experience January 2000 - Present
Job Managing Directorat Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management January 2000 - Present
Education
University of Arizona 1993 — 1997
Thornburg Investment Management January 2000 - Present
Education
University of Arizona 1993 — 1997
Daniel Petrush's Thornburg Investment Management Experience March 2010 - Present
Job Assistant Portfolio Manager at Thornburg Investment Management
Industry Capital Markets
Experience
Thornburg Investment Management March 2010 - Present
Thornburg Mortgage September 2006 - November 2009
Great-West Life and Annuity Insurance Company September 2003 - August 2006
Lehman Brothers November 2000 - July 2002
Skills
Equities, Investments, Fixed Income, Portfolio Management, Asset Management, Capital Markets
Education
Syracuse University - Martin J. Whitman School of Management
Thornburg Investment Management March 2010 - Present
Thornburg Mortgage September 2006 - November 2009
Great-West Life and Annuity Insurance Company September 2003 - August 2006
Lehman Brothers November 2000 - July 2002
Skills
Equities, Investments, Fixed Income, Portfolio Management, Asset Management, Capital Markets
Education
Syracuse University - Martin J. Whitman School of Management
Hollie Hester's Thornburg Investment Management Experience March 1999 - Present
Job Broker Dealer Compliance Manager
Industry Financial Services
Experience
Thornburg Investment Management March 1999 - Present
Nambe January 1998 - March 1999
Security Capital Group May 1995 - May 1998
Thornburg Investment Management 1993 - 1995
Wild Oats Markets 1990 - 1993
Skills
Digital Marketing, Marketing Communications, Series 7, Series 63, Series 6, Marketing Management, Retail Marketing, Proposal Writing, Creative Writing, Customer Support, Strategic Planning, Relationship Management
Education
San Juan College 2013 — 2015
Pacific Northwest College of Art
BFA, Design and Illustration
Thornburg Investment Management March 1999 - Present
Nambe January 1998 - March 1999
Security Capital Group May 1995 - May 1998
Thornburg Investment Management 1993 - 1995
Wild Oats Markets 1990 - 1993
Skills
Digital Marketing, Marketing Communications, Series 7, Series 63, Series 6, Marketing Management, Retail Marketing, Proposal Writing, Creative Writing, Customer Support, Strategic Planning, Relationship Management
Education
San Juan College 2013 — 2015
Pacific Northwest College of Art
BFA, Design and Illustration
Van J. Billops's Thornburg Investment Management Experience May 1993 - September 2008
Job Tax and Accounting Manager at Hinkle + Landers, P.C.
Industry Accounting
Experience
Hinkle + Landers, P.C. July 2015 - Present
Global View Capital Advisors January 2014 - Present
Billops & Associates, LLC June 2009 - Present
Thornburg Mortgage September 2008 - April 2009
Thornburg Investment Management May 1993 - September 2008
Skills
SEC Filings, Accounting, Financial Statements, Mutual Funds, Financial Analysis, Tax Preparation, Strategic Planning, Investments, Financial Modeling, Fixed Income
Education
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1992
BBA, Accounting
Hinkle + Landers, P.C. July 2015 - Present
Global View Capital Advisors January 2014 - Present
Billops & Associates, LLC June 2009 - Present
Thornburg Mortgage September 2008 - April 2009
Thornburg Investment Management May 1993 - September 2008
Skills
SEC Filings, Accounting, Financial Statements, Mutual Funds, Financial Analysis, Tax Preparation, Strategic Planning, Investments, Financial Modeling, Fixed Income
Education
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1992
BBA, Accounting
John Gould, CIMA®'s Thornburg Investment Management Experience April 2003 - Present
Job Managing Director, Regional Consultant at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management April 2003 - Present
Franklin Templeton Investments August 1987 - November 2000
Education
University of California, Santa Barbara 1981 — 1986
BA, Business Economics
Thornburg Investment Management April 2003 - Present
Franklin Templeton Investments August 1987 - November 2000
Education
University of California, Santa Barbara 1981 — 1986
BA, Business Economics
Rachel Chaparro, PHR's Thornburg Investment Management Experience March 2004 - July 2008
Job HR Administrator State of New Mexico
Industry Government Administration
Experience
State of New Mexico August 2015 - Present
State of New Mexico July 2014 - July 2015
Contractor October 2012 - July 2014
First National Bank of Santa Fe August 2008 - November 2012
Thornburg Investment Management March 2004 - July 2008
Skills
Employee Relations, HRIS, Benefits Administration, Employee Benefits, Human Resources, Performance Management, Onboarding, Recruiting, HR Policies, FMLA, Organizational..., Employee Engagement, Employment Law, Payroll, Personnel Management, Deferred Compensation
Education
The University of New Mexico - Robert O. Anderson School of Management
Bachelors, Business Administration
State of New Mexico August 2015 - Present
State of New Mexico July 2014 - July 2015
Contractor October 2012 - July 2014
First National Bank of Santa Fe August 2008 - November 2012
Thornburg Investment Management March 2004 - July 2008
Skills
Employee Relations, HRIS, Benefits Administration, Employee Benefits, Human Resources, Performance Management, Onboarding, Recruiting, HR Policies, FMLA, Organizational..., Employee Engagement, Employment Law, Payroll, Personnel Management, Deferred Compensation
Education
The University of New Mexico - Robert O. Anderson School of Management
Bachelors, Business Administration
Benjamin Wiesenfeld's Thornburg Investment Management Experience 2005 - 2009
Job Chief Compliance Officer, Chief Legal Counsel at Scout Investments
Industry Investment Management
Experience
Scout Investments 2009 - Present
Thornburg Investment Management 2005 - 2009
Education
University of Denver - Sturm College of Law
University of Wisconsin-Madison
Scout Investments 2009 - Present
Thornburg Investment Management 2005 - 2009
Education
University of Denver - Sturm College of Law
University of Wisconsin-Madison
Heather Rossell's Thornburg Investment Management Experience October 2009 - Present
Job Institutional Associate at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management October 2009 - Present
Ross Buehler Falk and Company January 2008 - April 2010
Manpower Inc. May 2008 - September 2008
Martin Memorial Library May 2005 - January 2008
Susquehanna University August 2004 - December 2004
Education
Elizabethtown College 2005 — 2008
B.S., Accounting
Susquehanna University 2004 — 2004
Accounting
Thornburg Investment Management October 2009 - Present
Ross Buehler Falk and Company January 2008 - April 2010
Manpower Inc. May 2008 - September 2008
Martin Memorial Library May 2005 - January 2008
Susquehanna University August 2004 - December 2004
Education
Elizabethtown College 2005 — 2008
B.S., Accounting
Susquehanna University 2004 — 2004
Accounting
Stephen Jimenez's Thornburg Investment Management Experience February 2014 - Present
Job Sales Consultant At Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management February 2014 - Present
Capital Raising Advisor June 2012 - Present
AVM Lp May 2010 - May 2012
Coast Asset Management July 2006 - May 2010
Skills
Hedge Fund & Fund of..., Commodity Trading..., Fund Of Funds, Hedge Funds, Fixed Income, Asset Allocation, Investment Strategies, Investments, Hedging, Institutional..., Risk Management, Investor Relations, Alternative Investments, Asset Managment, Portfolio Management, Trading, Derivatives, Bloomberg, Capital Markets, Asset Management, Structured Products, Securities, Options, Bonds, Investment Management
Education
Claremont McKenna College
University of Washington
BA, Economics
Thornburg Investment Management February 2014 - Present
Capital Raising Advisor June 2012 - Present
AVM Lp May 2010 - May 2012
Coast Asset Management July 2006 - May 2010
Skills
Hedge Fund & Fund of..., Commodity Trading..., Fund Of Funds, Hedge Funds, Fixed Income, Asset Allocation, Investment Strategies, Investments, Hedging, Institutional..., Risk Management, Investor Relations, Alternative Investments, Asset Managment, Portfolio Management, Trading, Derivatives, Bloomberg, Capital Markets, Asset Management, Structured Products, Securities, Options, Bonds, Investment Management
Education
Claremont McKenna College
University of Washington
BA, Economics
Brian Burrell's Thornburg Investment Management Experience August 2012 - Present
Job Equity Research Analyst at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management August 2012 - Present
Thornburg Investment Management 2011 - 2011
Walker's Manual August 2009 - May 2010
Robert W. Baird & Co. 2010 - 2010
WSP February 2008 - March 2009
Emergent Global May 2008 - February 2009
Capital Newspaper 2008 - 2009
Fortune Newspaper January 2007 - February 2008
Reed College September 2005 - May 2006
US Department of Commerce May 2005 - September 2005
Skills
Research, Economics, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Data Analysis, Financial Modeling, Statistics, SPSS, Market Research, Project Management, Qualitative Research, Social Media
Education
University of Wisconsin-Madison - School of Business 2010 — 2012
MBA, Applied Security Analysis Program
Chartered Financial Analyst Institute 2009 — 2011
Passed CFA Level III, Financial Analysis
Reed College 2002 — 2006
Bachelor of Arts, Economics
Reed College 2002 — 2006
BA, Economics
School for International Training 2004 — 2004
Political Economy, Amman, Jordan
USM 1998 — 2002
HS Diploma
Thornburg Investment Management August 2012 - Present
Thornburg Investment Management 2011 - 2011
Walker's Manual August 2009 - May 2010
Robert W. Baird & Co. 2010 - 2010
WSP February 2008 - March 2009
Emergent Global May 2008 - February 2009
Capital Newspaper 2008 - 2009
Fortune Newspaper January 2007 - February 2008
Reed College September 2005 - May 2006
US Department of Commerce May 2005 - September 2005
Skills
Research, Economics, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Data Analysis, Financial Modeling, Statistics, SPSS, Market Research, Project Management, Qualitative Research, Social Media
Education
University of Wisconsin-Madison - School of Business 2010 — 2012
MBA, Applied Security Analysis Program
Chartered Financial Analyst Institute 2009 — 2011
Passed CFA Level III, Financial Analysis
Reed College 2002 — 2006
Bachelor of Arts, Economics
Reed College 2002 — 2006
BA, Economics
School for International Training 2004 — 2004
Political Economy, Amman, Jordan
USM 1998 — 2002
HS Diploma
James London's Thornburg Investment Management Experience September 2011 - Present
Job Investment Management Professional (UCITS and US Domestic)
Industry Investment Management
Experience
Thornburg Investment Management September 2011 - Present
Standard Chartered Investments August 2005 - August 2009
AMERICAN EXPRESS BANK (acq by Standard Chartered Bank) March 1999 - August 2009
AllianceBernstein April 1993 - March 1999
Education
Saint Peter's University 1983 — 1988
BA, Accounting; Business Management
Thornburg Investment Management September 2011 - Present
Standard Chartered Investments August 2005 - August 2009
AMERICAN EXPRESS BANK (acq by Standard Chartered Bank) March 1999 - August 2009
AllianceBernstein April 1993 - March 1999
Education
Saint Peter's University 1983 — 1988
BA, Accounting; Business Management
Nicholos Venditti's Thornburg Investment Management Experience April 2010 - Present
Job Fixed Income Credit Analyst / AssociatePortfolio Manager
Industry Investment Management
Experience
Thornburg Investment Management April 2010 - Present
Assured Guaranty May 2007 - April 2010
Syracuse University August 2005 - April 2007
University of North Carolina at Greensboro January 2005 - July 2005
Capital Research Center January 2001 - June 2001
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2007
M.S, Finance
University of North Carolina at Greensboro 2003 — 2004
M.A., Applied Economics
Trinity University 1999 — 2003
B.A., Theoretical Economics
American University 2001 — 2001
Economics
Thornburg Investment Management April 2010 - Present
Assured Guaranty May 2007 - April 2010
Syracuse University August 2005 - April 2007
University of North Carolina at Greensboro January 2005 - July 2005
Capital Research Center January 2001 - June 2001
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2007
M.S, Finance
University of North Carolina at Greensboro 2003 — 2004
M.A., Applied Economics
Trinity University 1999 — 2003
B.A., Theoretical Economics
American University 2001 — 2001
Economics
George Zranov's Thornburg Investment Management Experience February 2007 - December 2007
Job Director RIA West Investment Specialst Group at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2015 - Present
Pioneer Investments December 2007 - May 2015
Pioneer Investments January 2007 - June 2010
Thornburg Investment Management February 2007 - December 2007
OppenheimerFunds June 2006 - January 2007
Bear Stearns June 2005 - August 2005
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Asset Allocation, Uniform Combined State..., Series 24, Series 6, Investments, Asset Managment, Series 65, ETFs, Investment Advisory, Investment Strategies, Wealth Management, Asset Management
Education
University of Colorado at Denver
Bachelor's Degree, Finance
MFS Investment Management May 2015 - Present
Pioneer Investments December 2007 - May 2015
Pioneer Investments January 2007 - June 2010
Thornburg Investment Management February 2007 - December 2007
OppenheimerFunds June 2006 - January 2007
Bear Stearns June 2005 - August 2005
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Asset Allocation, Uniform Combined State..., Series 24, Series 6, Investments, Asset Managment, Series 65, ETFs, Investment Advisory, Investment Strategies, Wealth Management, Asset Management
Education
University of Colorado at Denver
Bachelor's Degree, Finance
Brad Kinkelaar's Thornburg Investment Management Experience 1999 - 2008
Job Head of Global Equities Dividend Team at PIMCO
Industry Investment Management
Experience
PIMCO August 2011 - Present
Thornburg Investment Management 1999 - 2008
Skills
Equities, Asset Management, Portfolio Management, Investment Management, Investment Strategies, Asset Managment, Valuation
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA 1996
PIMCO August 2011 - Present
Thornburg Investment Management 1999 - 2008
Skills
Equities, Asset Management, Portfolio Management, Investment Management, Investment Strategies, Asset Managment, Valuation
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA 1996
Sabrina Howelwington's Thornburg Investment Management Experience June 2009 - Present
Job Portfolio Management and Investors Relations at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management June 2009 - Present
Hooters of America March 2005 - October 2007
Education
New Mexico State University 2005 — 2010
BA, Business Administration
Thornburg Investment Management June 2009 - Present
Hooters of America March 2005 - October 2007
Education
New Mexico State University 2005 — 2010
BA, Business Administration
Bianca Guadagnoli's Thornburg Investment Management Experience March 2008 - January 2011
Job Experienced Trade Settlement and Pricing Analyst
Industry Financial Services
Experience
Stay at home mom March 2012 - Present
Invesco Ltd. May 2011 - March 2012
Thornburg Investment Management March 2008 - January 2011
OppenheimerFunds July 2005 - February 2008
Skills
Investments, Equities, Fixed Income, Asset Management, Banking, Portfolio Management, Sales, Loans, Strategy, Trading, Due Diligence, Valuation, Customer Service
Education
Colorado State University 2001 — 2005
BS, Finance and Marketing
Stay at home mom March 2012 - Present
Invesco Ltd. May 2011 - March 2012
Thornburg Investment Management March 2008 - January 2011
OppenheimerFunds July 2005 - February 2008
Skills
Investments, Equities, Fixed Income, Asset Management, Banking, Portfolio Management, Sales, Loans, Strategy, Trading, Due Diligence, Valuation, Customer Service
Education
Colorado State University 2001 — 2005
BS, Finance and Marketing
Mitchell Earls's Thornburg Investment Management Experience July 2012 - August 2014
Job Controller at Odessa Pumps & Equipment, Inc
Industry Accounting
Experience
Odessa Pumps & Equipment, Inc September 2014 - Present
Thornburg Investment Management July 2012 - August 2014
Thornburg Investment Management March 2011 - July 2012
TheGearLounge.com September 2007 - March 2011
Mitchell Earls Courier Services 2005 - 2007
Skills
Strategic Financial..., Financial Analysis, Investments, Accounting
Education
The University of New Mexico - Robert O. Anderson School of Management 2009 — 2010
MBA, Accounting
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2009
BBA, Finance
Odessa Pumps & Equipment, Inc September 2014 - Present
Thornburg Investment Management July 2012 - August 2014
Thornburg Investment Management March 2011 - July 2012
TheGearLounge.com September 2007 - March 2011
Mitchell Earls Courier Services 2005 - 2007
Skills
Strategic Financial..., Financial Analysis, Investments, Accounting
Education
The University of New Mexico - Robert O. Anderson School of Management 2009 — 2010
MBA, Accounting
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2009
BBA, Finance
Patrick Hamm's Thornburg Investment Management Experience December 2013 - Present
Job Regional Associate Institutional Group at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management December 2013 - Present
Thornburg Investment Management June 2012 - December 2013
Sandia National Laboratories May 2010 - May 2012
Skills
Portfolio Management, Corporate Finance, Investments, Economics, Microsoft Excel, Derivatives, PowerPoint, Data Analysis, Public Speaking, Marketing Communications, Asset Allocation, Financial Analysis, Microsoft Office, Research, Management, Financial Modeling, Market Research, Matlab
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2012
Bachelor’s Degree, Finance and Accounting
Thornburg Investment Management December 2013 - Present
Thornburg Investment Management June 2012 - December 2013
Sandia National Laboratories May 2010 - May 2012
Skills
Portfolio Management, Corporate Finance, Investments, Economics, Microsoft Excel, Derivatives, PowerPoint, Data Analysis, Public Speaking, Marketing Communications, Asset Allocation, Financial Analysis, Microsoft Office, Research, Management, Financial Modeling, Market Research, Matlab
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2012
Bachelor’s Degree, Finance and Accounting
Melissa Strilecki's Thornburg Investment Management Experience February 2014 - Present
Job Fixed Income Data Specialist at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management February 2014 - Present
Thornburg Investment Management September 2012 - February 2014
Booz Allen Hamilton September 2011 - June 2012
PNC September 2008 - June 2011
T. Rowe Price August 2007 - September 2008
T. Rowe Price April 2006 - August 2007
ING Funds November 2004 - March 2006
Systems Integration Specialists October 2002 - November 2004
Skills
Writing, Editing, Financial Analysis, Financial Management, Investments, Hedge Funds, Financial Reporting, Budgeting, Mutual Funds, Fixed Income, Finance, Financial Modeling, Financial Services, Valuation, Strategic Planning, Analysis
Education
San Jose State University 2013 — 2017
Master's degree, Library and Information Science
University of Baltimore 2007 — 2010
B.A, English
Arizona State University 2001 — 2003
B.S, Finance
Thornburg Investment Management February 2014 - Present
Thornburg Investment Management September 2012 - February 2014
Booz Allen Hamilton September 2011 - June 2012
PNC September 2008 - June 2011
T. Rowe Price August 2007 - September 2008
T. Rowe Price April 2006 - August 2007
ING Funds November 2004 - March 2006
Systems Integration Specialists October 2002 - November 2004
Skills
Writing, Editing, Financial Analysis, Financial Management, Investments, Hedge Funds, Financial Reporting, Budgeting, Mutual Funds, Fixed Income, Finance, Financial Modeling, Financial Services, Valuation, Strategic Planning, Analysis
Education
San Jose State University 2013 — 2017
Master's degree, Library and Information Science
University of Baltimore 2007 — 2010
B.A, English
Arizona State University 2001 — 2003
B.S, Finance
Paul Springer's Thornburg Investment Management Experience March 2014 - Present
Job SQL Report Writer at Thornburg Investment Management
Industry Information Technology and Services
Experience
Thornburg Investment Management March 2014 - Present
Agave Health, Inc. August 2013 - March 2014
TeamBuilders Counseling Services August 2012 - August 2013
Key Data Solutions, LLC August 2008 - August 2013
Key Data Solutions, LLC September 2011 - September 2012
CNM - Central New Mexico Community College June 2010 - August 2012
TEKsystems April 2011 - June 2011
Albuquerque Public Schools May 2010 - June 2011
Key Data Solutions, LLC December 2009 - January 2010
TEKsystems September 2009 - October 2009
Skills
Crystal Reports, PowerBuilder, MySQL, Sybase SQL Anywhere, T-SQL, OLTP, PowerDesigner, Data Modeling, Logical Data Modeling, Physical Data Modeling, Dreamweaver, PHP, OOP, CSS, Data Migration, Apache, WAMP, Information Technology, Best Practices, XHTML, HTML, JavaScript, Reverse Engineering, Microsoft SQL Server, Linux, Web Applications, Oracle, Database Design, Software Documentation, SQL
Education
Chapman University 1987 — 1992
BS, Computer Science
Delgado Community College 1967 — 1969
Associate in Science, Electrical/Electronics
Thornburg Investment Management March 2014 - Present
Agave Health, Inc. August 2013 - March 2014
TeamBuilders Counseling Services August 2012 - August 2013
Key Data Solutions, LLC August 2008 - August 2013
Key Data Solutions, LLC September 2011 - September 2012
CNM - Central New Mexico Community College June 2010 - August 2012
TEKsystems April 2011 - June 2011
Albuquerque Public Schools May 2010 - June 2011
Key Data Solutions, LLC December 2009 - January 2010
TEKsystems September 2009 - October 2009
Skills
Crystal Reports, PowerBuilder, MySQL, Sybase SQL Anywhere, T-SQL, OLTP, PowerDesigner, Data Modeling, Logical Data Modeling, Physical Data Modeling, Dreamweaver, PHP, OOP, CSS, Data Migration, Apache, WAMP, Information Technology, Best Practices, XHTML, HTML, JavaScript, Reverse Engineering, Microsoft SQL Server, Linux, Web Applications, Oracle, Database Design, Software Documentation, SQL
Education
Chapman University 1987 — 1992
BS, Computer Science
Delgado Community College 1967 — 1969
Associate in Science, Electrical/Electronics
Dean Clemetsen's Thornburg Investment Management Experience August 2000 - October 2010
Job Vice President, Business Development, Wealth Strategies at Davidson Investment Advisors
Industry Financial Services
Experience
Davidson Investment Advisors August 2011 - Present
Thornburg Investment Management August 2000 - October 2010
FIRST EAGLE / SOGEN FUNDS September 1997 - August 2000
MAINSTAY FUNDS September 1993 - September 1997
Skills
Investments, Investment Strategies, Mutual Funds, Asset Allocation
Education
Ithaca College 1987 — 1991
B.S, Business Management
Davidson Investment Advisors August 2011 - Present
Thornburg Investment Management August 2000 - October 2010
FIRST EAGLE / SOGEN FUNDS September 1997 - August 2000
MAINSTAY FUNDS September 1993 - September 1997
Skills
Investments, Investment Strategies, Mutual Funds, Asset Allocation
Education
Ithaca College 1987 — 1991
B.S, Business Management
Lauren Catanach's Thornburg Investment Management Experience April 2012 - Present
Job Sales Associate at Thornburg Investment Management
Industry Environmental Services
Experience
Thornburg Investment Management April 2012 - Present
New Mexico Department of Agriculture September 2010 - March 2012
Education
New Mexico State University 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Thornburg Investment Management April 2012 - Present
New Mexico Department of Agriculture September 2010 - March 2012
Education
New Mexico State University 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Jonathan Blaze's Thornburg Investment Management Experience December 2004 - Present
Job Regional Consultant at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management December 2004 - Present
Skills
Research, Teaching, Photoshop, HTML, Negotiation, Editing, C++, C, Java
Education
Bradley University 1976 — 1980
Bachelor of Science (BS), Business Public Relations
Thornburg Investment Management December 2004 - Present
Skills
Research, Teaching, Photoshop, HTML, Negotiation, Editing, C++, C, Java
Education
Bradley University 1976 — 1980
Bachelor of Science (BS), Business Public Relations
Maria Perrin, CRCP's Thornburg Investment Management Experience January 2008 - January 2011
Job *
Industry Financial Services
Experience
Scout Investments May 2013 - Present
Thornburg Securities Corporation January 2011 - September 2012
Thornburg Investment Management January 2008 - January 2011
Goldman Sachs January 1997 - March 2002
Skills
Mutual Funds, Financial Services, Series 63, Securities, Risk Management, Due Diligence, Series 24, AML, Series 7, FINRA, Investment Advisers Act
Education
Loyola University of Chicago
Certificate in Paralegal Studies, Highest Honors
University of Arizona
Bachelor of Arts, Russian and History
Scout Investments May 2013 - Present
Thornburg Securities Corporation January 2011 - September 2012
Thornburg Investment Management January 2008 - January 2011
Goldman Sachs January 1997 - March 2002
Skills
Mutual Funds, Financial Services, Series 63, Securities, Risk Management, Due Diligence, Series 24, AML, Series 7, FINRA, Investment Advisers Act
Education
Loyola University of Chicago
Certificate in Paralegal Studies, Highest Honors
University of Arizona
Bachelor of Arts, Russian and History
Elizabeth Reiter's Thornburg Investment Management Experience May 2001 - June 2002
Job Attorney at Irving & Irving, P.C. Attorneys at Law
Industry Law Practice
Experience
Irving & Irving, P.C. Attorneys at Law August 2009 - Present
Congressman Frank R. Wolf September 2002 - January 2008
Thornburg Investment Management May 2001 - June 2002
Skills
Litigation, Legal Research, Estate Planning, Family Law, Civil Litigation, Courts, Legislative Relations, Public Policy
Education
George Mason University School of Law 2004 — 2007
Juris Doctorate
University of Mary Washington 1998 — 2001
Bachelor of Arts (B.A.), Cultural Anthropology
Irving & Irving, P.C. Attorneys at Law August 2009 - Present
Congressman Frank R. Wolf September 2002 - January 2008
Thornburg Investment Management May 2001 - June 2002
Skills
Litigation, Legal Research, Estate Planning, Family Law, Civil Litigation, Courts, Legislative Relations, Public Policy
Education
George Mason University School of Law 2004 — 2007
Juris Doctorate
University of Mary Washington 1998 — 2001
Bachelor of Arts (B.A.), Cultural Anthropology
James Gassman's Thornburg Investment Management Experience July 2014 - Present
Job Senior Equity Analyst at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management July 2014 - Present
Thornburg Investment Management July 2011 - Present
Robert W. Baird & Co. September 2006 - July 2011
Invesco US August 2000 - September 2005
Southwest Securities July 1998 - August 2000
Capital Group October 1993 - July 1996
Skills
Equities, Portfolio Management, Investments, Asset Management, Mutual Funds, Financial Modeling, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of the Pacific - Eberhardt School of Business 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Thornburg Investment Management July 2014 - Present
Thornburg Investment Management July 2011 - Present
Robert W. Baird & Co. September 2006 - July 2011
Invesco US August 2000 - September 2005
Southwest Securities July 1998 - August 2000
Capital Group October 1993 - July 1996
Skills
Equities, Portfolio Management, Investments, Asset Management, Mutual Funds, Financial Modeling, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of the Pacific - Eberhardt School of Business 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Edward Cordova's Thornburg Investment Management Experience February 2013 - September 2013
Job Financial Services
Industry Financial Services
Experience
Meeder Investment Management April 2015 - Present
Allstate September 2013 - April 2015
Thornburg Investment Management February 2013 - September 2013
Prudential Financial May 2007 - December 2012
Nationwide Financial March 2000 - May 2007
The Hartford January 1999 - January 2000
Skills
Series 7, Series 6, Series 63, Mutual Funds, SMA,..., 401k, Mutual Funds, Investments, Retirement Planning, Securities
Education
University of Connecticut
Bachelor of Arts (BA), History
University of Connecticut
Meeder Investment Management April 2015 - Present
Allstate September 2013 - April 2015
Thornburg Investment Management February 2013 - September 2013
Prudential Financial May 2007 - December 2012
Nationwide Financial March 2000 - May 2007
The Hartford January 1999 - January 2000
Skills
Series 7, Series 6, Series 63, Mutual Funds, SMA,..., 401k, Mutual Funds, Investments, Retirement Planning, Securities
Education
University of Connecticut
Bachelor of Arts (BA), History
University of Connecticut