Trust Company of the West
Industry: Asset management company
DescriptionThe TCW Group is an asset management firm with a broad range of products across fixed income, equities, emerging markets and alternative investments. With nearly five decades of investment experience, TCW today manages $198 billion in client assets. CEO: David Lippman (2012–) Headquarters: Los Angeles, California, United States Founder: Robert Addison Day Founded: 1971 Subsidiaries: Buchanan Street Partners, L.P., Type of business: Privately held company
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Trust Company of the West Employees
Employee
Years
Job
Industry
Stephen Burlingame, CFA Stephen Burlingame, CFA's Trust Company of the West Experience June 2000 - January 2008
Job Partner at Poplar Forest Capital
Industry Investment Management
Experience
Poplar Forest Capital June 2011 - Present
Trust Company of the West June 2000 - January 2008
Brandywine Global Investment Management June 1999 - June 2000
Skills
Valuation, Financial Modeling, Investments, Equities, Capital Markets, Asset Management, Strategic Planning, Hedge Funds, Financial Analysis, Mutual Funds, Equity Research, Venture Capital, Portfolio Management, Due Diligence
Education
Claremont McKenna College 1995 — 1999
Bachelor of Arts (B.A.), Cum Laude, Economics
The Gilman School 1992 — 1995
High School
Poplar Forest Capital June 2011 - Present
Trust Company of the West June 2000 - January 2008
Brandywine Global Investment Management June 1999 - June 2000
Skills
Valuation, Financial Modeling, Investments, Equities, Capital Markets, Asset Management, Strategic Planning, Hedge Funds, Financial Analysis, Mutual Funds, Equity Research, Venture Capital, Portfolio Management, Due Diligence
Education
Claremont McKenna College 1995 — 1999
Bachelor of Arts (B.A.), Cum Laude, Economics
The Gilman School 1992 — 1995
High School
Mario Ramos Mario Ramos's Trust Company of the West Experience December 1990 - December 1991
Job Director, Technology Infrastructure and Operations at Oakwood Worldwide
Industry Information Technology and Services
Experience
Oakwood Worldwide November 2010 - Present
Oakwood Worldwide October 2003 - November 2010
Oakwood Worldwide January 2001 - October 2003
Bank of Tokyo-Mitsubishi March 1992 - December 2000
Trust Company of the West December 1990 - December 1991
Skills
IT Operations, IT Audit, IT Management, Vendor Management, Active Directory, Budgeting, Change Management, Customer Service, Data Center, Storage, Vendor Relations, Disaster Recovery, IIS, Mac OS X, Inventory..., Microsoft Desktop (all..., Microsoft Server (all..., Microsoft Office (all..., Process Automation, Server Administration, Process Improvement, Project Management, Scripting, System Deployment, VMware
Education
Integrated Digital Technology (IDT) 2000 — 2001
MCSE, Information Technology
National Education Center 1990 — 1990
Computer Operations, General IT Operations, Office Services, Computer Operations, Business & Programming
California State University-Los Angeles 1989 — 1992
Business Administration and Management, General
Oakwood Worldwide November 2010 - Present
Oakwood Worldwide October 2003 - November 2010
Oakwood Worldwide January 2001 - October 2003
Bank of Tokyo-Mitsubishi March 1992 - December 2000
Trust Company of the West December 1990 - December 1991
Skills
IT Operations, IT Audit, IT Management, Vendor Management, Active Directory, Budgeting, Change Management, Customer Service, Data Center, Storage, Vendor Relations, Disaster Recovery, IIS, Mac OS X, Inventory..., Microsoft Desktop (all..., Microsoft Server (all..., Microsoft Office (all..., Process Automation, Server Administration, Process Improvement, Project Management, Scripting, System Deployment, VMware
Education
Integrated Digital Technology (IDT) 2000 — 2001
MCSE, Information Technology
National Education Center 1990 — 1990
Computer Operations, General IT Operations, Office Services, Computer Operations, Business & Programming
California State University-Los Angeles 1989 — 1992
Business Administration and Management, General
Jwalit (JP) Patel Jwalit (JP) Patel's Trust Company of the West Experience 2006 - 2013
Job IT Manager at Kohlberg Kravis Roberts (KKR)
Industry Financial Services
Experience
KKR 2013 - Present
Trust Company of the West 2006 - 2013
Gateway September 2005 - August 2006
Quantum October 2004 - August 2005
Skills
Business Analysis, SharePoint, Trading Systems, SDLC, Business Process..., Visio, Data Analysis, SQL, Project Management, Front Office Trading..., Bloomberg Terminal, SSRS, Charles River IMS, Bloomberg Data License, IT Service Management, Reporting & Analysis, Fixed Income Technology, Microsoft Office, VBA, MS Project, Equity Trading, Crystal Reports, InfoPath Forms, Change Management, Databases, Black Mountain Systems, Report Writing, Business Workflows, Fixed Income, Equities, Asset Management, Bloomberg, Customer Service, Portfolio Management, Strategic Planning, Market Data, Microsoft Excel
Education
California State University-Fullerton 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General
University of California, Irvine 2003 — 2005
Bachelor's degree, Electrical and Electronics Engineering
KKR 2013 - Present
Trust Company of the West 2006 - 2013
Gateway September 2005 - August 2006
Quantum October 2004 - August 2005
Skills
Business Analysis, SharePoint, Trading Systems, SDLC, Business Process..., Visio, Data Analysis, SQL, Project Management, Front Office Trading..., Bloomberg Terminal, SSRS, Charles River IMS, Bloomberg Data License, IT Service Management, Reporting & Analysis, Fixed Income Technology, Microsoft Office, VBA, MS Project, Equity Trading, Crystal Reports, InfoPath Forms, Change Management, Databases, Black Mountain Systems, Report Writing, Business Workflows, Fixed Income, Equities, Asset Management, Bloomberg, Customer Service, Portfolio Management, Strategic Planning, Market Data, Microsoft Excel
Education
California State University-Fullerton 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General
University of California, Irvine 2003 — 2005
Bachelor's degree, Electrical and Electronics Engineering
Shitong Stone Shou Shitong Stone Shou's Trust Company of the West Experience June 2013 - August 2013
Job QA Engineer at ThoughtSpot
Industry Computer Software
Experience
ThoughtSpot January 2015 - Present
Trust Company of the West June 2013 - August 2013
Equinix September 2012 - December 2012
Samena Capital June 2012 - August 2012
Claremont Sports Connection December 2011 - August 2012
Lowe Institute of Political Economy March 2012 - June 2012
Intuit March 2012 - May 2012
Peer China June 2011 - August 2011
Skills
Python, Matlab, Quantitative Analytics, Project Management
Education
Claremont McKenna College 2010 — 2014
BA and Master's, Finance, General, 3.40
ThoughtSpot January 2015 - Present
Trust Company of the West June 2013 - August 2013
Equinix September 2012 - December 2012
Samena Capital June 2012 - August 2012
Claremont Sports Connection December 2011 - August 2012
Lowe Institute of Political Economy March 2012 - June 2012
Intuit March 2012 - May 2012
Peer China June 2011 - August 2011
Skills
Python, Matlab, Quantitative Analytics, Project Management
Education
Claremont McKenna College 2010 — 2014
BA and Master's, Finance, General, 3.40
David Barrett David Barrett's Trust Company of the West Experience 1985 - 1986
Job Managing Partner at David Barrett Partners
Industry Staffing and Recruiting
Experience
David Barrett Partners 2005 - Present
Higdon Barrett 2003 - 2005
Heidrick & Struggles 1995 - 2003
Russell Reynolds Associates 1986 - 1995
Trust Company of the West 1985 - 1986
Brown Brothers Harriman 1981 - 1983
Education
Columbia Business School 1983 — 1985
Master of Business Administration (MBA)
Yale University 1977 — 1981
BA, History
David Barrett Partners 2005 - Present
Higdon Barrett 2003 - 2005
Heidrick & Struggles 1995 - 2003
Russell Reynolds Associates 1986 - 1995
Trust Company of the West 1985 - 1986
Brown Brothers Harriman 1981 - 1983
Education
Columbia Business School 1983 — 1985
Master of Business Administration (MBA)
Yale University 1977 — 1981
BA, History
Michael H. Conn Michael H. Conn's Trust Company of the West Experience 2005 - 2013
Job Managing Director Strategy, Operations and Development at AllianceBernstein Alternative Investment Management
Industry Investment Management
Experience
AllianceBernstein Alternative Investment Management December 2013 - Present
Trust Company of the West 2005 - 2013
Societe Generale 2005 - 2013
AsiaVest Partners 2005 - 2013
Los Angeles Times 2003 - 2005
McMaster-Carr 2001 - 2003
US Embassy Paris, Foreign Commercial Service August 2000 - January 2001
Skills
M&A experience, Corporate Development, Deal Closing, Industry Research, Competitive Analysis, Deal Sourcing, Business Valuation, Financial Analysis, Strategic Negotiations, Acquisition Integration, Business Plan..., Strategic Planning, Strategy Development, Deal Structuring, Alternative Investments, Investment Strategies, International Business, Due Diligence, Asset Management, Private Equity, Private Banking, Real Estate, Hedge Funds, Strategy, Asset Managment, Business Planning, Negotiation, Portfolio Management, Finance, Investments, Mutual Funds, Investment Management, Fixed Income, Mergers & Acquisitions, Valuation, Equities, Structured Finance, Risk Management, Financial Services, Business Strategy, Analysis, Emerging Markets, Trading, Venture Capital, Business Development, Corporate Finance, Investment Banking, Capital Markets, Economics, Financial Structuring
Education
University of Southern California - Marshall School of Business 2003 — 2005
MBA, Finance, Strategy and Entrepreneurship
ESSEC - ESSEC Business School 2000 — 2001
Masters, Finance and Strategy
Brandeis University, Lemberg - International Business School 1999 — 2001
Masters International Finance & Economics
Brandeis University 1996 — 2000
Dual BA, Economics & French Language & Literature
American University Center of Provence (AUCP) & Université Paul Cézanne (Aix-Marseille III) 1998 — 1999
French Language and Literature
Santa Monica High School
AllianceBernstein Alternative Investment Management December 2013 - Present
Trust Company of the West 2005 - 2013
Societe Generale 2005 - 2013
AsiaVest Partners 2005 - 2013
Los Angeles Times 2003 - 2005
McMaster-Carr 2001 - 2003
US Embassy Paris, Foreign Commercial Service August 2000 - January 2001
Skills
M&A experience, Corporate Development, Deal Closing, Industry Research, Competitive Analysis, Deal Sourcing, Business Valuation, Financial Analysis, Strategic Negotiations, Acquisition Integration, Business Plan..., Strategic Planning, Strategy Development, Deal Structuring, Alternative Investments, Investment Strategies, International Business, Due Diligence, Asset Management, Private Equity, Private Banking, Real Estate, Hedge Funds, Strategy, Asset Managment, Business Planning, Negotiation, Portfolio Management, Finance, Investments, Mutual Funds, Investment Management, Fixed Income, Mergers & Acquisitions, Valuation, Equities, Structured Finance, Risk Management, Financial Services, Business Strategy, Analysis, Emerging Markets, Trading, Venture Capital, Business Development, Corporate Finance, Investment Banking, Capital Markets, Economics, Financial Structuring
Education
University of Southern California - Marshall School of Business 2003 — 2005
MBA, Finance, Strategy and Entrepreneurship
ESSEC - ESSEC Business School 2000 — 2001
Masters, Finance and Strategy
Brandeis University, Lemberg - International Business School 1999 — 2001
Masters International Finance & Economics
Brandeis University 1996 — 2000
Dual BA, Economics & French Language & Literature
American University Center of Provence (AUCP) & Université Paul Cézanne (Aix-Marseille III) 1998 — 1999
French Language and Literature
Santa Monica High School
Stephen Leech Stephen Leech's Trust Company of the West Experience June 2012 - August 2012
Job Assistant Vice President at The TCW Group
Industry Financial Services
Experience
The TCW Group January 2015 - Present
Royal Bank of Scotland July 2013 - December 2014
Trust Company of the West June 2012 - August 2012
Royal Bank of Scotland June 2011 - August 2011
the Meg Whitman for Governor Campaign May 2010 - August 2010
Skills
Writing, Research, Policy Analysis, Social Media, Fundraising, Public Relations, Business Strategy, Analysis, Sales, Public Speaking, PowerPoint, Politics, Policy, Market Research, Community Outreach, Blogging, Economics, Event Planning, Strategic Planning, Data Analysis, Valuation
Education
Emory University - Goizueta Business School 2011 — 2013
BBA, Busines
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration
Flintridge Preparatory School 2005 — 2009
Diploma, All
Emory University
The TCW Group January 2015 - Present
Royal Bank of Scotland July 2013 - December 2014
Trust Company of the West June 2012 - August 2012
Royal Bank of Scotland June 2011 - August 2011
the Meg Whitman for Governor Campaign May 2010 - August 2010
Skills
Writing, Research, Policy Analysis, Social Media, Fundraising, Public Relations, Business Strategy, Analysis, Sales, Public Speaking, PowerPoint, Politics, Policy, Market Research, Community Outreach, Blogging, Economics, Event Planning, Strategic Planning, Data Analysis, Valuation
Education
Emory University - Goizueta Business School 2011 — 2013
BBA, Busines
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration
Flintridge Preparatory School 2005 — 2009
Diploma, All
Emory University
Jose Salviati Jose Salviati's Trust Company of the West Experience March 1994 - October 1995
Job Consultant at Accenture
Industry Information Technology and Services
Experience
Accenture February 2013 - Present
GDS2, Incorporated September 2008 - February 2013
Myprint June 2007 - August 2008
Navicert Financial May 2006 - June 2007
Perot Systems/St. Joseph Health Systems December 2003 - May 2006
LanTrainer.com, Inc October 1995 - December 2003
Trust Company of the West March 1994 - October 1995
Lindsey Morden June 1992 - March 1994
Smith Engineering August 1990 - June 1992
Skills
Servers, Security, SharePoint, Group Policy, Microsoft Exchange, Technical Support, Linux, Active Directory, Disaster Recovery, Virtualization, Microsoft Technologies, Networking, Software Documentation, System Deployment
Education
Azusa Pacific University
Bachelor, Science Information Systems
Trinity University
of my Masters
Azusa Pacific University 1984 — 1986
Bachelor of Science, Computer Information Systems
Rowland High School
Accenture February 2013 - Present
GDS2, Incorporated September 2008 - February 2013
Myprint June 2007 - August 2008
Navicert Financial May 2006 - June 2007
Perot Systems/St. Joseph Health Systems December 2003 - May 2006
LanTrainer.com, Inc October 1995 - December 2003
Trust Company of the West March 1994 - October 1995
Lindsey Morden June 1992 - March 1994
Smith Engineering August 1990 - June 1992
Skills
Servers, Security, SharePoint, Group Policy, Microsoft Exchange, Technical Support, Linux, Active Directory, Disaster Recovery, Virtualization, Microsoft Technologies, Networking, Software Documentation, System Deployment
Education
Azusa Pacific University
Bachelor, Science Information Systems
Trinity University
of my Masters
Azusa Pacific University 1984 — 1986
Bachelor of Science, Computer Information Systems
Rowland High School
Andy Wu, CFA, FRM's Trust Company of the West Experience March 2013 - Present
Job Vice President at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West March 2013 - Present
Trust Company of the West January 2008 - February 2013
Merrill Lynch August 2006 - December 2007
Skills
SQL, VBA, Performance Attribution, Fixed Income, Wealth Management, Modeling, Investments, Asset Allocation, Derivatives, Valuation, Finance, Bloomberg, Trading
Education
Aston University
MS, Finance and Investments
University of Warwick - Warwick Business School
BS, Accounting and Finance
Concord College
St. Lawrence College
Trust Company of the West March 2013 - Present
Trust Company of the West January 2008 - February 2013
Merrill Lynch August 2006 - December 2007
Skills
SQL, VBA, Performance Attribution, Fixed Income, Wealth Management, Modeling, Investments, Asset Allocation, Derivatives, Valuation, Finance, Bloomberg, Trading
Education
Aston University
MS, Finance and Investments
University of Warwick - Warwick Business School
BS, Accounting and Finance
Concord College
St. Lawrence College
Douglas Metcalf, CFA Douglas Metcalf, CFA's Trust Company of the West Experience April 1989 - March 1996
Job Chief Operating Officer at SRS MultiFamily Office
Industry Investment Management
Experience
SRS Multi-Family Office August 2015 - Present
Sunstone Property Trust May 2015 - Present
Double Eagle Global Advisors April 2015 - Present
BioDinami, Inc December 2014 - April 2015
Armored Wolf LLC May 2011 - December 2014
Seagate Global Advisors and Seagate Bougainville Community Development Corporation June 2008 - May 2011
Seagate Global Advisors July 2000 - May 2008
Nomura Asset Management March 1996 - June 2000
Trust Company of the West April 1989 - March 1996
First Interstate Bank March 1983 - April 1989
Skills
Alternative Investments, Investments, Private Equity, Emerging Markets, Hedge Funds, Fixed Income, Derivatives, Asset Managment, Strategy, Investment Banking, Portfolio Management, Bonds, Commodity, Financial Structuring, Equities, Trading, Swaps, Mutual Funds, Valuation, Credit, Corporate Finance, Financial Markets, FX Options, Finance, Financial Modeling, Investment Strategies, Due Diligence, Capital Markets, Currency, Management, Business Strategy, Business Planning, Securities, Venture Capital, Funding, Asset Management, Economics, Global Macro, Private Banking, Risk Management, Project Finance, Investment Management, Investment Advisory, Mergers & Acquisitions, Private Placements, Structured Finance, Investor Relations, Structured Products, Financial Advisory, Wealth Management
Education
Pacific Coast Graduate School of Banking 1979 — 1981
Graduate, Banking
Brigham Young University 1972 — 1974
MBA, Finance and Investments
University of Utah 1967 — 1972
BA, International Relations
SRS Multi-Family Office August 2015 - Present
Sunstone Property Trust May 2015 - Present
Double Eagle Global Advisors April 2015 - Present
BioDinami, Inc December 2014 - April 2015
Armored Wolf LLC May 2011 - December 2014
Seagate Global Advisors and Seagate Bougainville Community Development Corporation June 2008 - May 2011
Seagate Global Advisors July 2000 - May 2008
Nomura Asset Management March 1996 - June 2000
Trust Company of the West April 1989 - March 1996
First Interstate Bank March 1983 - April 1989
Skills
Alternative Investments, Investments, Private Equity, Emerging Markets, Hedge Funds, Fixed Income, Derivatives, Asset Managment, Strategy, Investment Banking, Portfolio Management, Bonds, Commodity, Financial Structuring, Equities, Trading, Swaps, Mutual Funds, Valuation, Credit, Corporate Finance, Financial Markets, FX Options, Finance, Financial Modeling, Investment Strategies, Due Diligence, Capital Markets, Currency, Management, Business Strategy, Business Planning, Securities, Venture Capital, Funding, Asset Management, Economics, Global Macro, Private Banking, Risk Management, Project Finance, Investment Management, Investment Advisory, Mergers & Acquisitions, Private Placements, Structured Finance, Investor Relations, Structured Products, Financial Advisory, Wealth Management
Education
Pacific Coast Graduate School of Banking 1979 — 1981
Graduate, Banking
Brigham Young University 1972 — 1974
MBA, Finance and Investments
University of Utah 1967 — 1972
BA, International Relations
Billye Shinto-Littman Billye Shinto-Littman's Trust Company of the West Experience 1990 - 1997
Job
Industry Events Services
Experience
Windspun Designs September 2012 - Present
Lindora September 1999 - September 2011
FFR Advisory, LLC 1997 - 1999
Trust Company of the West 1990 - 1997
Skills
Event Planning, Email Marketing, Marketing Communications, Social Media Marketing, Advertising, Marketing, Marketing Strategy, Event Management, Social Networking, Public Relations, Online Advertising, Public Speaking, Newsletters, Budgets, Social Media, Trade Shows, SEO, Leadership
Education
California State University-Long Beach 2005 — 2005
Certificate
University of Redlands 1980 — 1984
BA
Estancia
Windspun Designs September 2012 - Present
Lindora September 1999 - September 2011
FFR Advisory, LLC 1997 - 1999
Trust Company of the West 1990 - 1997
Skills
Event Planning, Email Marketing, Marketing Communications, Social Media Marketing, Advertising, Marketing, Marketing Strategy, Event Management, Social Networking, Public Relations, Online Advertising, Public Speaking, Newsletters, Budgets, Social Media, Trade Shows, SEO, Leadership
Education
California State University-Long Beach 2005 — 2005
Certificate
University of Redlands 1980 — 1984
BA
Estancia
Alexander Kerhulas's Trust Company of the West Experience April 2011 - August 2011
Job Investment Analyst at Payden & Rygel
Industry Investment Management
Experience
Payden & Rygel October 2014 - Present
Pacific Asset Management June 2012 - October 2014
Trust Company of the West April 2011 - August 2011
Harvey & Company LLC September 2010 - December 2010
Towers Perrin July 2008 - October 2009
JPMorgan Chase June 2007 - August 2007
U.S. Equal Employment Opportunity Commission July 2006 - November 2006
Skills
Credit Analysis, Microsoft Office, Bloomberg, Stata, Financial Analysis, Morningstar Direct, High Yield Bonds, Fixed Income Analysis, Portfolio Performance..., Performance Attribution, Relative Value, Investment Management, Asset Managment, PowerPoint, Economics, Bloomberg Terminal, Equity Research, Fixed Income, Securities, Bonds, Asset Management, Teamwork, Public Speaking, Investments, Equities, Data Analysis, Financial Modeling
Education
Claremont McKenna College 2011 — 2012
MA, Finance, 3.7
Cornell University 2004 — 2008
BS, Industrial and Labor Relations, 3.9
San Clemente High
Payden & Rygel October 2014 - Present
Pacific Asset Management June 2012 - October 2014
Trust Company of the West April 2011 - August 2011
Harvey & Company LLC September 2010 - December 2010
Towers Perrin July 2008 - October 2009
JPMorgan Chase June 2007 - August 2007
U.S. Equal Employment Opportunity Commission July 2006 - November 2006
Skills
Credit Analysis, Microsoft Office, Bloomberg, Stata, Financial Analysis, Morningstar Direct, High Yield Bonds, Fixed Income Analysis, Portfolio Performance..., Performance Attribution, Relative Value, Investment Management, Asset Managment, PowerPoint, Economics, Bloomberg Terminal, Equity Research, Fixed Income, Securities, Bonds, Asset Management, Teamwork, Public Speaking, Investments, Equities, Data Analysis, Financial Modeling
Education
Claremont McKenna College 2011 — 2012
MA, Finance, 3.7
Cornell University 2004 — 2008
BS, Industrial and Labor Relations, 3.9
San Clemente High
Casandra Rusti Casandra Rusti's Trust Company of the West Experience June 2012 - August 2012
Job Senior Associate Consultant at Semler Brossy Consulting Group
Industry Management Consulting
Experience
Semler Brossy Consulting Group July 2013 - Present
Bloomberg LP September 2012 - May 2013
Trust Company of the West June 2012 - August 2012
Peter F. Drucker and Masatoshi Ito Graduate School of Management 2011 - 2012
Worcester Polytechnic Institution/ State Street Global Advisors June 2010 - August 2010
Univ. of Illinois at Urbana-Chapaign June 2009 - August 2009
Skills
Executive Compensation, Research, Leadership, Data Analysis, Quantitative Analytics, Microsoft Excel, Event Management, Event Planning, PowerPoint, Public Speaking, Microsoft Office, Bloomberg, Oral & Written..., Time Management, Social Media, Management, Statistics, Problem Solving, Organization &..., Microsoft Word, Market Research
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2011 — 2013
Master of Science, Financial Engineering and Mathematics
Whittier College 2007 — 2011
Bachelor of Arts, Mathematics and Analytical Studies
Semler Brossy Consulting Group July 2013 - Present
Bloomberg LP September 2012 - May 2013
Trust Company of the West June 2012 - August 2012
Peter F. Drucker and Masatoshi Ito Graduate School of Management 2011 - 2012
Worcester Polytechnic Institution/ State Street Global Advisors June 2010 - August 2010
Univ. of Illinois at Urbana-Chapaign June 2009 - August 2009
Skills
Executive Compensation, Research, Leadership, Data Analysis, Quantitative Analytics, Microsoft Excel, Event Management, Event Planning, PowerPoint, Public Speaking, Microsoft Office, Bloomberg, Oral & Written..., Time Management, Social Media, Management, Statistics, Problem Solving, Organization &..., Microsoft Word, Market Research
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2011 — 2013
Master of Science, Financial Engineering and Mathematics
Whittier College 2007 — 2011
Bachelor of Arts, Mathematics and Analytical Studies
Jay Rooney Jay Rooney's Trust Company of the West Experience November 1994 - June 1999
Job Senior Project Manager at OpenLink Financial
Industry Financial Services
Experience
MIK Fund Services February 2009 - May 2014
Morgan Stanley January 2006 - December 2008
Andor Capital Management May 2003 - December 2005
Lava Trading November 2002 - May 2003
Deutsche Asset Management January 2000 - November 2002
Trust Company of the West November 1994 - June 1999
Skills
Fixed Income, Derivatives, Hedge Funds, Portfolio Management, Risk Management, Trading, Alternative Investments, Business Analysis, Prime Brokerage, Financial Risk, Back Office, Investment Management, Project Management, Start-ups, Equities, Trading Systems, Finance, CRM, Asset Managment, Management, Integration, Financial Services, Accounting, Options
Education
Boston College
BA
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
MIK Fund Services February 2009 - May 2014
Morgan Stanley January 2006 - December 2008
Andor Capital Management May 2003 - December 2005
Lava Trading November 2002 - May 2003
Deutsche Asset Management January 2000 - November 2002
Trust Company of the West November 1994 - June 1999
Skills
Fixed Income, Derivatives, Hedge Funds, Portfolio Management, Risk Management, Trading, Alternative Investments, Business Analysis, Prime Brokerage, Financial Risk, Back Office, Investment Management, Project Management, Start-ups, Equities, Trading Systems, Finance, CRM, Asset Managment, Management, Integration, Financial Services, Accounting, Options
Education
Boston College
BA
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
Derek Webb Derek Webb's Trust Company of the West Experience 1987 - 1989
Job CEO at Webb Asset Management
Industry Investment Management
Experience
Webb Asset Management Canada, Inc. 2006 - 2012
CI Investments Inc. – Canada’s Investment Company 2000 - 2004
Invesco 1992 - 2000
Citi 1989 - 1991
Trust Company of the West 1987 - 1989
Salomon Brothers 1986 - 1988
Brown Brothers Harriman 1983 - 1986
Skills
Start-ups, Mergers, Business Strategy, Strategic Planning, Alternative Investments, Business Planning, Portfolio Management, Inventory Management, Management, Partner Management, Marketing, Regulatory Affairs, Finance, Quantitative, Fundamental Analysis, Public Speaking, Television
Education
Wharton Business School 1990 — 1992
MBA, Finance
Dartmouth College 1978 — 1983
AB, Economics & History
Webb Asset Management Canada, Inc. 2006 - 2012
CI Investments Inc. – Canada’s Investment Company 2000 - 2004
Invesco 1992 - 2000
Citi 1989 - 1991
Trust Company of the West 1987 - 1989
Salomon Brothers 1986 - 1988
Brown Brothers Harriman 1983 - 1986
Skills
Start-ups, Mergers, Business Strategy, Strategic Planning, Alternative Investments, Business Planning, Portfolio Management, Inventory Management, Management, Partner Management, Marketing, Regulatory Affairs, Finance, Quantitative, Fundamental Analysis, Public Speaking, Television
Education
Wharton Business School 1990 — 1992
MBA, Finance
Dartmouth College 1978 — 1983
AB, Economics & History
Wallis Pereira Wallis Pereira's Trust Company of the West Experience 1988 - December 1989
Job
Industry Information Technology and Services
Experience
None May 2014 - Present
Intel Corporation July 2010 - Present
Intel Corporation December 2008 - February 2010
Intel Corp March 2006 - December 2008
Intel Solution Services October 2000 - December 2008
IBM Global Services October 1999 - October 2000
Sequent Computer Systems May 1993 - October 1999
USC/ Information Sciences Institute January 1990 - May 1992
XXCAL 1988 - 1990
Trust Company of the West 1988 - December 1989
Skills
Manage R2IA migration, Oracle DB Architecture, Oracle DBA for High..., Architecture, Program Management, ITIL, SQL Tuning, Cloud Computing, Intel, Data Center, High Performance..., Virtualization, Storage, Product Management, Go-to-market Strategy, Cross-functional Team..., System Architecture, Unix, Enterprise Software, Linux, Hardware, Enterprise Architecture, Technical Leadership, Requirements Analysis, Capacity Planning, Project Management, Performance Tuning, Technology Management, High Availability, IT Strategy, Operating Systems, Consulting, Server Architecture, Professional Services, Big Data, Disaster Recovery, Processors, Oracle Enterprise..., Servers, Oracle, Testing, Management, Project Planning, Pre-sales, Distributed Systems, Leadership, Software Development, Integration, Oracle RAC, Storage Area Networks
Education
Intel University 2007 — 2007
California State University-Dominguez Hills 1978 — 1983
MBA
California State University-Dominguez Hills 1976 — 1978
MA
University Without Walls - Berkeley 1971 — 1974
BA
University of Redland - Johnston College 1969 — 1971
None May 2014 - Present
Intel Corporation July 2010 - Present
Intel Corporation December 2008 - February 2010
Intel Corp March 2006 - December 2008
Intel Solution Services October 2000 - December 2008
IBM Global Services October 1999 - October 2000
Sequent Computer Systems May 1993 - October 1999
USC/ Information Sciences Institute January 1990 - May 1992
XXCAL 1988 - 1990
Trust Company of the West 1988 - December 1989
Skills
Manage R2IA migration, Oracle DB Architecture, Oracle DBA for High..., Architecture, Program Management, ITIL, SQL Tuning, Cloud Computing, Intel, Data Center, High Performance..., Virtualization, Storage, Product Management, Go-to-market Strategy, Cross-functional Team..., System Architecture, Unix, Enterprise Software, Linux, Hardware, Enterprise Architecture, Technical Leadership, Requirements Analysis, Capacity Planning, Project Management, Performance Tuning, Technology Management, High Availability, IT Strategy, Operating Systems, Consulting, Server Architecture, Professional Services, Big Data, Disaster Recovery, Processors, Oracle Enterprise..., Servers, Oracle, Testing, Management, Project Planning, Pre-sales, Distributed Systems, Leadership, Software Development, Integration, Oracle RAC, Storage Area Networks
Education
Intel University 2007 — 2007
California State University-Dominguez Hills 1978 — 1983
MBA
California State University-Dominguez Hills 1976 — 1978
MA
University Without Walls - Berkeley 1971 — 1974
BA
University of Redland - Johnston College 1969 — 1971
Richard Huber Richard Huber's Trust Company of the West Experience August 2006 - February 2008
Job Chief Compliance Officer at Chautauqua Capital Management, LLC
Industry Information Services
Experience
Chautauqua Capital Management, LLC January 2013 - Present
Chautauqua Capital Management January 2009 - Present
Trust Company of the West August 2006 - February 2008
Trust Company of the West November 2004 - August 2006
Skills
PMP, ITIL, PMI, IT Management, IT Service Management, IT Operations, Disaster Recovery, Infrastructure, PMBOK, PMO, COBIT, Project Portfolio..., IT Strategy, ISO 20000, CMMI, Certified Project..., IT Outsourcing, Service Management, Service Delivery
Education
Regis University 2008 — 2009
Master of Business Administration (MBA), Business Administration and Management, General, With Honors
Ambassador University 1991 — 1996
Bachelor of Science (BS), Management Information Systems, General, 3.4
Chautauqua Capital Management, LLC January 2013 - Present
Chautauqua Capital Management January 2009 - Present
Trust Company of the West August 2006 - February 2008
Trust Company of the West November 2004 - August 2006
Skills
PMP, ITIL, PMI, IT Management, IT Service Management, IT Operations, Disaster Recovery, Infrastructure, PMBOK, PMO, COBIT, Project Portfolio..., IT Strategy, ISO 20000, CMMI, Certified Project..., IT Outsourcing, Service Management, Service Delivery
Education
Regis University 2008 — 2009
Master of Business Administration (MBA), Business Administration and Management, General, With Honors
Ambassador University 1991 — 1996
Bachelor of Science (BS), Management Information Systems, General, 3.4
Peter DiBona, CPA's Trust Company of the West Experience July 1994 - July 2001
Job Head of Portfolio Administration & Fund Treasury
Industry Investment Management
Experience
Western Asset Management December 2006 - Present
BNY Mellon Asset Servicing July 2001 - October 2006
Trust Company of the West July 1994 - July 2001
USAffinity Advisors, LLC 1992 - 1994
John Hancock Advisers, Inc. 1989 - 1992
Deloitte and Touche, LLP 1985 - 1989
State Street Bank 1980 - 1985
Skills
Mutual Funds, Investment Management, Fixed Income, Asset Management, Alternative Investments, Fund Accounting, Financial Services, Investments, Limited Partnerships, Business Process..., Investment Banking, ETFs, Separately Managed..., Securities, Portfolio Management, Hedge Funds, Finance, Bloomberg, Equities, Bonds, Asset Allocation, Investment Strategies, Derivatives, Fund Administration, Risk Management, Financial Reporting, Vendor Management, Relationship Management, Financial Modeling, Outsourcing Management, REIT, FATCA, Fund Of Funds
Education
Bentley University 1976 — 1980
BS, Accounting
Western Asset Management December 2006 - Present
BNY Mellon Asset Servicing July 2001 - October 2006
Trust Company of the West July 1994 - July 2001
USAffinity Advisors, LLC 1992 - 1994
John Hancock Advisers, Inc. 1989 - 1992
Deloitte and Touche, LLP 1985 - 1989
State Street Bank 1980 - 1985
Skills
Mutual Funds, Investment Management, Fixed Income, Asset Management, Alternative Investments, Fund Accounting, Financial Services, Investments, Limited Partnerships, Business Process..., Investment Banking, ETFs, Separately Managed..., Securities, Portfolio Management, Hedge Funds, Finance, Bloomberg, Equities, Bonds, Asset Allocation, Investment Strategies, Derivatives, Fund Administration, Risk Management, Financial Reporting, Vendor Management, Relationship Management, Financial Modeling, Outsourcing Management, REIT, FATCA, Fund Of Funds
Education
Bentley University 1976 — 1980
BS, Accounting
Debbie O'Malley Debbie O'Malley's Trust Company of the West Experience 1995 - 1996
Job Financial Services Professional
Industry Financial Services
Experience
Trivium Capital Management August 2002 - December 2008
Farmers Insurance & Financial Services January 1997 - September 1998
Trust Company of the West 1995 - 1996
Cowen and Company September 1993 - December 1994
Skills
Hedge Funds, Financial Modeling, Valuation
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of Southern California 1988 — 1993
BS, Finance
Trivium Capital Management August 2002 - December 2008
Farmers Insurance & Financial Services January 1997 - September 1998
Trust Company of the West 1995 - 1996
Cowen and Company September 1993 - December 1994
Skills
Hedge Funds, Financial Modeling, Valuation
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of Southern California 1988 — 1993
BS, Finance
Remy Pinson's Trust Company of the West Experience June 2013 - August 2013
Job Consultant at Caiman Consulting
Industry Management Consulting
Experience
Caiman Consulting May 2015 - Present
Self July 2014 - May 2015
Trust Company of the West June 2013 - August 2013
Oakley, Inc July 2012 - August 2012
NoiseToys, Inc May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Marketing, Advertising, Parler en public
Education
Claremont McKenna College 2010 — 2014
Bachelor of Arts, Economics and Philosophy
Trinity Catholic High School 2008 — 2010
Rye High School 2006 — 2008
Caiman Consulting May 2015 - Present
Self July 2014 - May 2015
Trust Company of the West June 2013 - August 2013
Oakley, Inc July 2012 - August 2012
NoiseToys, Inc May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Marketing, Advertising, Parler en public
Education
Claremont McKenna College 2010 — 2014
Bachelor of Arts, Economics and Philosophy
Trinity Catholic High School 2008 — 2010
Rye High School 2006 — 2008
Cynthia Powers's Trust Company of the West Experience June 1995 - June 1999
Job Principal at Third Street Partners
Industry Financial Services
Experience
Third Street Partners October 2014 - Present
Spencer Stuart 2000 - July 2012
Trust Company of the West June 1995 - June 1999
Skills
Executive Search, Talent Management, Management Consulting, Talent Acquisition, Recruiting, Private Equity, Strategy, Financial Services, Mergers & Acquisitions, Business Strategy, Executive Coaching, Organizational..., Organizational...
Education
Boston College 1989 — 1993
BS, English
Third Street Partners October 2014 - Present
Spencer Stuart 2000 - July 2012
Trust Company of the West June 1995 - June 1999
Skills
Executive Search, Talent Management, Management Consulting, Talent Acquisition, Recruiting, Private Equity, Strategy, Financial Services, Mergers & Acquisitions, Business Strategy, Executive Coaching, Organizational..., Organizational...
Education
Boston College 1989 — 1993
BS, English
Vladimir Goldenberg Vladimir Goldenberg's Trust Company of the West Experience July 2004 - November 2011
Job
Industry Financial Services
Experience
Lincoln Financial Group November 2011 - Present
Trust Company of the West July 2004 - November 2011
Metropolitan West Asset Management 2004 - 2011
Western Asset Management 2003 - 2004
northern trust 2000 - 2003
Lincoln Financial Group February 1998 - September 1999
Sears Holdings Corporation September 1996 - February 1998
bhs 1992 - 1994
Skills
Fixed Income, Sybase, Risk Management, Microsoft SQL Server, Quantitative Finance, Equities, Derivatives, Business Analysis, Credit Derivatives, SSIS, Asset Managment, Portfolio Management, Equity Derivatives, Electronic Trading, VB.NET, SQL, C#, Trading Systems, Capital Markets, Quantitative Analytics, Java, SDLC, Bloomberg, Hedge Funds, Bonds, Financial Modeling, C++, .NET, Asset Management, Software Development, Oracle, Trading, Market Risk, VBA, Options, Alternative Investments, Investments, SQL Server, ABS, Unix, C, Databases, Integration, Linux, Commercial Mortgage..., RiskFrontier, Management, Financial Analysis, Financial Services
Education
Санкт-Петербургский Институт Машиностроения (Втуз ЛМЗ) 1976 — 1982
MSME
Lincoln Financial Group November 2011 - Present
Trust Company of the West July 2004 - November 2011
Metropolitan West Asset Management 2004 - 2011
Western Asset Management 2003 - 2004
northern trust 2000 - 2003
Lincoln Financial Group February 1998 - September 1999
Sears Holdings Corporation September 1996 - February 1998
bhs 1992 - 1994
Skills
Fixed Income, Sybase, Risk Management, Microsoft SQL Server, Quantitative Finance, Equities, Derivatives, Business Analysis, Credit Derivatives, SSIS, Asset Managment, Portfolio Management, Equity Derivatives, Electronic Trading, VB.NET, SQL, C#, Trading Systems, Capital Markets, Quantitative Analytics, Java, SDLC, Bloomberg, Hedge Funds, Bonds, Financial Modeling, C++, .NET, Asset Management, Software Development, Oracle, Trading, Market Risk, VBA, Options, Alternative Investments, Investments, SQL Server, ABS, Unix, C, Databases, Integration, Linux, Commercial Mortgage..., RiskFrontier, Management, Financial Analysis, Financial Services
Education
Санкт-Петербургский Институт Машиностроения (Втуз ЛМЗ) 1976 — 1982
MSME
Gina Hagen's Trust Company of the West Experience March 1992 - 1993
Job Chief Financial Officer at Milani Cosmetics | Jordana Cosmetics ** Color As Diverse As You
Industry Consumer Goods
Experience
Small to Middle Market January 2013 - Present
OPI Products Inc. 1993 - 2012
Trust Company of the West March 1992 - 1993
Skills
Certified Public..., Due Diligence, Mergers, Auditing, Accounting, Internal Controls, Forecasting, Variance Analysis, Strategic Planning, Leadership, FIN 48, SEC filings, US GAAP, Mergers & Acquisitions
Education
Loyola Marymount University 1985 — 1987
BS, Accountant
California Lutheran University 1983 — 1985
Accounting and Finance
Small to Middle Market January 2013 - Present
OPI Products Inc. 1993 - 2012
Trust Company of the West March 1992 - 1993
Skills
Certified Public..., Due Diligence, Mergers, Auditing, Accounting, Internal Controls, Forecasting, Variance Analysis, Strategic Planning, Leadership, FIN 48, SEC filings, US GAAP, Mergers & Acquisitions
Education
Loyola Marymount University 1985 — 1987
BS, Accountant
California Lutheran University 1983 — 1985
Accounting and Finance
Lysbet Verlenden Lysbet Verlenden's Trust Company of the West Experience June 2011 - August 2011
Job Assistant Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Thorofare Capital December 2012 - February 2014
Trust Company of the West June 2011 - August 2011
Deutsche Bank July 2007 - July 2010
Deutsche Bank April 2005 - July 2007
SPP Capital Partners October 2003 - April 2005
Skills
Investment Properties, Equities, Valuation, Due Diligence, Financial Modeling, Financial Analysis, Private Equity, Business Strategy, Investment Banking, Investments, Capital Markets, Alternative Investments, Corporate Finance, DCF, Banking, Venture Capital, Asset Management
Education
UCLA Anderson School of Management 2010 — 2012
MBA
MBA Exchange Program at HKUST 2011 — 2011
MBA - Exchange Student
Dartmouth College 1999 — 2003
AB, Economics, French
Wells Fargo July 2014 - Present
Thorofare Capital December 2012 - February 2014
Trust Company of the West June 2011 - August 2011
Deutsche Bank July 2007 - July 2010
Deutsche Bank April 2005 - July 2007
SPP Capital Partners October 2003 - April 2005
Skills
Investment Properties, Equities, Valuation, Due Diligence, Financial Modeling, Financial Analysis, Private Equity, Business Strategy, Investment Banking, Investments, Capital Markets, Alternative Investments, Corporate Finance, DCF, Banking, Venture Capital, Asset Management
Education
UCLA Anderson School of Management 2010 — 2012
MBA
MBA Exchange Program at HKUST 2011 — 2011
MBA - Exchange Student
Dartmouth College 1999 — 2003
AB, Economics, French
Conor Shalloe AIF® Conor Shalloe AIF®'s Trust Company of the West Experience June 2010 - December 2013
Job Senior Vice President at NEUBERGER BERMAN
Industry Investment Management
Experience
NEUBERGER BERMAN 2014 - Present
Santa Monica Rugby Club 1999 - 2015
Santa Monica Rugby Club 1999 - 2015
Trust Company of the West June 2010 - December 2013
Metropolitan West Asset Management April 2007 - June 2010
Skills
Mutual Funds, Asset Managment, Investments, Asset Allocation, Alternative Investments
Education
Dublin Institute of Technology
NEUBERGER BERMAN 2014 - Present
Santa Monica Rugby Club 1999 - 2015
Santa Monica Rugby Club 1999 - 2015
Trust Company of the West June 2010 - December 2013
Metropolitan West Asset Management April 2007 - June 2010
Skills
Mutual Funds, Asset Managment, Investments, Asset Allocation, Alternative Investments
Education
Dublin Institute of Technology
Lisa Ketrick Lisa Ketrick's Trust Company of the West Experience June 2001 - March 2007
Job Business & Financial Analyst at VS Media
Industry Financial Services
Experience
VS Media Inc. May 2013 - Present
Buxbaum Jewelry Advisors December 2009 - May 2013
Schaaf Consulting October 2008 - July 2010
Great American Group March 2007 - April 2008
Trust Company of the West June 2001 - March 2007
Trust Company of the West April 1994 - June 2001
Skills
Financial Analysis, Financial Modeling, Finance, Valuation, Equities, Marketing, Data Analysis, Management, Business Strategy, Analysis, Portfolio Management, Investments, Retail, Business Planning, Banking, Executive Management, Budgets, Start-ups, Strategy, Asset Management, Due Diligence, Equity Research, Forecasting, Sales, Competitive Analysis, Investment Strategies, Private Equity, Business Development, P&L Management, Analytics, Corporate Finance, Restructuring, Bloomberg, Microsoft Excel, Pricing, Strategic Planning, Management Consulting, Hedge Funds, Mergers & Acquisitions, Financial Services, Venture Capital, MySQL
Education
California State University-Los Angeles 1999 — 2001
Bachelor of Science, Business Administration - Finance
VS Media Inc. May 2013 - Present
Buxbaum Jewelry Advisors December 2009 - May 2013
Schaaf Consulting October 2008 - July 2010
Great American Group March 2007 - April 2008
Trust Company of the West June 2001 - March 2007
Trust Company of the West April 1994 - June 2001
Skills
Financial Analysis, Financial Modeling, Finance, Valuation, Equities, Marketing, Data Analysis, Management, Business Strategy, Analysis, Portfolio Management, Investments, Retail, Business Planning, Banking, Executive Management, Budgets, Start-ups, Strategy, Asset Management, Due Diligence, Equity Research, Forecasting, Sales, Competitive Analysis, Investment Strategies, Private Equity, Business Development, P&L Management, Analytics, Corporate Finance, Restructuring, Bloomberg, Microsoft Excel, Pricing, Strategic Planning, Management Consulting, Hedge Funds, Mergers & Acquisitions, Financial Services, Venture Capital, MySQL
Education
California State University-Los Angeles 1999 — 2001
Bachelor of Science, Business Administration - Finance
Frank Ponce Frank Ponce's Trust Company of the West Experience 1994 - 2002
Job Commercial & Investment Property Specialist
Industry Commercial Real Estate
Experience
Coldwell Banker Commercial, NRT April 2010 - Present
Coldwell Banker Commercial NRT 2006 - August 2010
Trust Company of the West 1994 - 2002
Skills
Investment Properties, Commercial Real Estate, Disposition, Valuation, Apartments, Portfolio Management, 1031 Exchanges, Market Research, Real Estate, Real Estate Transactions, Brokerage, Leases, Real Estate Development, Sellers, Investors, Property Management, REO, Short Sales, Foreclosures, Property
Education
California State University-Los Angeles 1982 — 1986
Accounting
Coldwell Banker Commercial, NRT April 2010 - Present
Coldwell Banker Commercial NRT 2006 - August 2010
Trust Company of the West 1994 - 2002
Skills
Investment Properties, Commercial Real Estate, Disposition, Valuation, Apartments, Portfolio Management, 1031 Exchanges, Market Research, Real Estate, Real Estate Transactions, Brokerage, Leases, Real Estate Development, Sellers, Investors, Property Management, REO, Short Sales, Foreclosures, Property
Education
California State University-Los Angeles 1982 — 1986
Accounting
Rohit Italia's Trust Company of the West Experience September 2013 - Present
Job Vice President CLO/CDO Manager at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West September 2013 - Present
Deutsche Bank February 2004 - September 2013
Skills
Investment Banking, Derivatives, Fixed Income, Equities, Capital Markets, Structured Products, Bloomberg, Equity Derivatives, Credit Derivatives, Financial Modeling, Corporate Finance
Education
California State Polytechnic University-Pomona 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Trust Company of the West September 2013 - Present
Deutsche Bank February 2004 - September 2013
Skills
Investment Banking, Derivatives, Fixed Income, Equities, Capital Markets, Structured Products, Bloomberg, Equity Derivatives, Credit Derivatives, Financial Modeling, Corporate Finance
Education
California State Polytechnic University-Pomona 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Shaka Tafari's Trust Company of the West Experience May 2006 - August 2008
Job Communications Specialist
Industry Marketing and Advertising
Experience
Capital Group January 2010 - August 2013
Trust Company of the West May 2006 - August 2008
Skills
Financial Services, Finance, Microsoft Excel, Mutual Funds, Portfolio Management, Retirement, Investments, Social Media, Microsoft Office, Research, Customer Service, Public Relations, PowerPoint, Leadership
Education
Newcastle University 2013 — 2014
Media and Journalism, Arts and Culture, Merit
Dickinson College 2005 — 2009
BA, American Studies
Capital Group January 2010 - August 2013
Trust Company of the West May 2006 - August 2008
Skills
Financial Services, Finance, Microsoft Excel, Mutual Funds, Portfolio Management, Retirement, Investments, Social Media, Microsoft Office, Research, Customer Service, Public Relations, PowerPoint, Leadership
Education
Newcastle University 2013 — 2014
Media and Journalism, Arts and Culture, Merit
Dickinson College 2005 — 2009
BA, American Studies
Page Roberson's Trust Company of the West Experience May 2007 - August 2007
Job Vice President at Legacy PTLA LLC
Industry Real Estate
Experience
LEGACY PTLA LLC June 2014 - Present
Sequoia Equities, Inc. December 2013 - May 2014
Sequoia Equities, Inc. June 2012 - December 2013
Best Bay Apartments, Inc. March 2011 - May 2012
Dutra Cerro Graden September 2008 - December 2009
Legend Group February 2008 - May 2008
Comprehensive Wealth Management May 2007 - May 2008
Trust Company of the West May 2007 - August 2007
Skills
Portfolio Management, Credit, Real Estate, Property Management, Investments, Finance, Commercial Real Estate, Real Estate Transactions, Market Research, Investors, Analysis, Investment Properties, Real Estate Economics, Leases, Asset Management, Property, Apartments, Financial Analysis
Education
Azusa Pacific University 2004 — 2008
B.S., Finance
University of Oxford 2006 — 2006
International Business & Finance; British History/Culture
LEGACY PTLA LLC June 2014 - Present
Sequoia Equities, Inc. December 2013 - May 2014
Sequoia Equities, Inc. June 2012 - December 2013
Best Bay Apartments, Inc. March 2011 - May 2012
Dutra Cerro Graden September 2008 - December 2009
Legend Group February 2008 - May 2008
Comprehensive Wealth Management May 2007 - May 2008
Trust Company of the West May 2007 - August 2007
Skills
Portfolio Management, Credit, Real Estate, Property Management, Investments, Finance, Commercial Real Estate, Real Estate Transactions, Market Research, Investors, Analysis, Investment Properties, Real Estate Economics, Leases, Asset Management, Property, Apartments, Financial Analysis
Education
Azusa Pacific University 2004 — 2008
B.S., Finance
University of Oxford 2006 — 2006
International Business & Finance; British History/Culture
Lance Oman Lance Oman's Trust Company of the West Experience May 2012 - January 2014
Job Vice President, Wealth Advisor Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - June 2015
Trust Company of the West May 2012 - January 2014
BlackRock April 2008 - February 2012
Charles Schwab 2007 - 2008
Charles Schwab 2005 - 2006
Charles Schwab 2000 - 2005
Charles Schwab 1998 - 2000
Charles Schwab 1996 - 1998
Skills
Mutual Funds, Asset Allocation, Investment Advisory, Capital Markets, Investment Management, Wealth Management, Investments, Asset Management, Business Development, Risk Management, Fixed Income
Education
California State University-Fresno
Bachelor of Science, Business Administration, concentration Finance
Fidelity Investments January 2014 - June 2015
Trust Company of the West May 2012 - January 2014
BlackRock April 2008 - February 2012
Charles Schwab 2007 - 2008
Charles Schwab 2005 - 2006
Charles Schwab 2000 - 2005
Charles Schwab 1998 - 2000
Charles Schwab 1996 - 1998
Skills
Mutual Funds, Asset Allocation, Investment Advisory, Capital Markets, Investment Management, Wealth Management, Investments, Asset Management, Business Development, Risk Management, Fixed Income
Education
California State University-Fresno
Bachelor of Science, Business Administration, concentration Finance
Sabih Syed Sabih Syed's Trust Company of the West Experience September 2012 - April 2015
Job Assistant Vice President Investment Operations at Trust Company of the West
Industry Financial Services
Experience
The TCW Group May 2015 - Present
Trust Company of the West September 2012 - April 2015
State Street October 2007 - September 2012
America One Finance September 2005 - September 2007
Skills
Corporate Actions, Credit, Mortgage Lending, Banking, Loans, Fixed Income, Bonds, Collateral Management, Equities, Derivatives, FX Options, Securities, Bloomberg, Mutual Funds, Asset Management, Financial Analysis, Investments, Portfolio Management, Financial Modeling
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2015
Master of Business Administration (M.B.A.)
Cal Poly Pomona 2005 — 2007
Bachelors of Science, Business Administration: Technology and Operations Management
The TCW Group May 2015 - Present
Trust Company of the West September 2012 - April 2015
State Street October 2007 - September 2012
America One Finance September 2005 - September 2007
Skills
Corporate Actions, Credit, Mortgage Lending, Banking, Loans, Fixed Income, Bonds, Collateral Management, Equities, Derivatives, FX Options, Securities, Bloomberg, Mutual Funds, Asset Management, Financial Analysis, Investments, Portfolio Management, Financial Modeling
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2015
Master of Business Administration (M.B.A.)
Cal Poly Pomona 2005 — 2007
Bachelors of Science, Business Administration: Technology and Operations Management
Derek Derman Derek Derman's Trust Company of the West Experience 2005 - 2011
Job Poplar Forest Capital
Industry Investment Management
Experience
Poplar Forest Capital September 2011 - Present
Trust Company of the West 2005 - 2011
Provident Investment Counsel 2001 - 2005
Skills
Asset Managment
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA
University of California, San Diego
Poplar Forest Capital September 2011 - Present
Trust Company of the West 2005 - 2011
Provident Investment Counsel 2001 - 2005
Skills
Asset Managment
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA
University of California, San Diego
Jeannie Finkel Jeannie Finkel's Trust Company of the West Experience 2007 - 2010
Job Senior Human Resources Executive
Industry Human Resources
Experience
Cydcor August 2014 - July 2015
Heidrick & Struggles 2011 - 2014
Trust Company of the West 2007 - 2010
Countrywide Financial 2005 - 2007
Charles Schwab & Co., Inc. 1993 - 2004
Skills
Analysis, Talent Acquisition, Change Management, Succession Planning, Organizational Design, Talent Management, Strategy, Performance Management, Human Resources, Executive Coaching, Workshop Facilitation, Leadership, Employee Relations, Personnel Management, Workforce Planning, Employee Engagement, Strategic Planning, Organizational..., Onboarding, Financial Services, Leadership Development, Program Management, Executive Management, Management, Employer Branding, Temporary Placement, Mergers & Acquisitions, Executive Search, Recruiting, Employee Benefits, Organizational..., Deferred Compensation, Executive Pay, HR Consulting, Career Development, College Recruiting, HRIS, Compensation & Benefit, HR Transformation, Applicant Tracking..., Acquisition Integration, Culture Change, Interviews, Human Capital, Strategic HR, 360 Feedback, HR Policies, Executive Development, Management Development, New Hire Orientations
Education
University of Michigan 2000 — 2000
Human Resources Executive Program
Brandeis University
BA, Comparative Literature
Cydcor August 2014 - July 2015
Heidrick & Struggles 2011 - 2014
Trust Company of the West 2007 - 2010
Countrywide Financial 2005 - 2007
Charles Schwab & Co., Inc. 1993 - 2004
Skills
Analysis, Talent Acquisition, Change Management, Succession Planning, Organizational Design, Talent Management, Strategy, Performance Management, Human Resources, Executive Coaching, Workshop Facilitation, Leadership, Employee Relations, Personnel Management, Workforce Planning, Employee Engagement, Strategic Planning, Organizational..., Onboarding, Financial Services, Leadership Development, Program Management, Executive Management, Management, Employer Branding, Temporary Placement, Mergers & Acquisitions, Executive Search, Recruiting, Employee Benefits, Organizational..., Deferred Compensation, Executive Pay, HR Consulting, Career Development, College Recruiting, HRIS, Compensation & Benefit, HR Transformation, Applicant Tracking..., Acquisition Integration, Culture Change, Interviews, Human Capital, Strategic HR, 360 Feedback, HR Policies, Executive Development, Management Development, New Hire Orientations
Education
University of Michigan 2000 — 2000
Human Resources Executive Program
Brandeis University
BA, Comparative Literature
Vin Bailey's Trust Company of the West Experience May 2006 - March 2015
Job Managing Director at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West May 2006 - March 2015
Bank of New York Asset Management 2001 - 2006
Credit Suisse Asset Management 1995 - 2000
BEA Associates 1985 - 1995
Kidder Peabody 1980 - 1983
Skills
Alternative Investments, Portfolio Management, Hedge Funds, Investment Strategies, Fixed Income, Investment Management, Equities, Investments, Asset Allocation, High Yield, Asset Management, Capital Markets, Structured Products, Derivatives, Bloomberg, Securities, Fund Of Funds, Mutual Funds, Sales, Client Services, Product Development, Sales Management, Marketing Strategy, Institutional...
Education
Stanford University Graduate School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Finance, General
Columbia College (NY) 1977 — 1981
Bachelor of Arts (BA), Economics / Mathematical Statistics
Trust Company of the West May 2006 - March 2015
Bank of New York Asset Management 2001 - 2006
Credit Suisse Asset Management 1995 - 2000
BEA Associates 1985 - 1995
Kidder Peabody 1980 - 1983
Skills
Alternative Investments, Portfolio Management, Hedge Funds, Investment Strategies, Fixed Income, Investment Management, Equities, Investments, Asset Allocation, High Yield, Asset Management, Capital Markets, Structured Products, Derivatives, Bloomberg, Securities, Fund Of Funds, Mutual Funds, Sales, Client Services, Product Development, Sales Management, Marketing Strategy, Institutional...
Education
Stanford University Graduate School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Finance, General
Columbia College (NY) 1977 — 1981
Bachelor of Arts (BA), Economics / Mathematical Statistics
La (Deborah S. Wilson, MBA) Dauphine's Trust Company of the West Experience July 1990 - July 1997
Job Fashion Stylist/Image Consultant
Industry Apparel & Fashion
Experience
PowerDressing.com January 2004 - Present
Not Just A Label (NJAL) May 2010 - 2012
Examiner.com April 2010 - 2012
Beautyverve.com February 2010 - 2012
The Bank of New York October 2000 - October 2006
Pacific Income Advisers May 1999 - October 2000
Westbourne Capital August 1998 - February 1999
Seidner & Company February 1998 - August 1998
Bankers Trust Company July 1997 - February 1998
Trust Company of the West July 1990 - July 1997
Skills
Social Media Marketing, Fashion, Photo Shoots, Blogging, Marketing, Management, Editorial, Social Media, Beauty Industry, Copywriting, Portfolio Performance..., Performance Analysis, Performance Metrics, Investment Compliance, Investment Policy..., Client Relations Skills, Product Marketing, Performance Attribution, Performance Measurement, Compliance Monitoring, Asset Allocation, Operations Management, Private Clients, Institutional Clients, Social Networking, Photography, Facebook, Content Strategy, Copy Editing, Publishing, Styling, Wardrobe Analysis, Leadership, Press Releases, Apparel, Merchandising, Publicity, Creative Direction, Trend Analysis, Art
Education
Arizona State University 2003 — 2004
MBA
University of Redlands 1999 — 2001
B.S.
Monteal West
Monteal West
Monteal West
PowerDressing.com January 2004 - Present
Not Just A Label (NJAL) May 2010 - 2012
Examiner.com April 2010 - 2012
Beautyverve.com February 2010 - 2012
The Bank of New York October 2000 - October 2006
Pacific Income Advisers May 1999 - October 2000
Westbourne Capital August 1998 - February 1999
Seidner & Company February 1998 - August 1998
Bankers Trust Company July 1997 - February 1998
Trust Company of the West July 1990 - July 1997
Skills
Social Media Marketing, Fashion, Photo Shoots, Blogging, Marketing, Management, Editorial, Social Media, Beauty Industry, Copywriting, Portfolio Performance..., Performance Analysis, Performance Metrics, Investment Compliance, Investment Policy..., Client Relations Skills, Product Marketing, Performance Attribution, Performance Measurement, Compliance Monitoring, Asset Allocation, Operations Management, Private Clients, Institutional Clients, Social Networking, Photography, Facebook, Content Strategy, Copy Editing, Publishing, Styling, Wardrobe Analysis, Leadership, Press Releases, Apparel, Merchandising, Publicity, Creative Direction, Trend Analysis, Art
Education
Arizona State University 2003 — 2004
MBA
University of Redlands 1999 — 2001
B.S.
Monteal West
Monteal West
Monteal West
Caitlin Collins Caitlin Collins's Trust Company of the West Experience June 2007 - August 2007
Job Senior Consultant, Strategy & Analytics at Interbrand
Industry Marketing and Advertising
Experience
Interbrand May 2011 - Present
The IDM June 2011 - July 2011
Price Waterhouse Coopers Ireland June 2008 - September 2009
Trust Company of the West June 2007 - August 2007
Skills
Marketing, Teamwork, Analytics, Brand Management, Digital Marketing, Strategy, Brand Valuation, Market Analysis, Management, Brand Architecture, Integrated Marketing, Marketing Communications, Social Media Marketing, Marketing Strategy, Market Research, Social Media, Brand Development, Business Strategy, Customer Insight
Education
Cass Business School 2010 — 2011
MSc Management, Marketing
University College Cork 2006 — 2010
Bachelor of Commerce (Hons), Marketing, Economics, Management
Dominican Academy 2002 — 2006
Interbrand May 2011 - Present
The IDM June 2011 - July 2011
Price Waterhouse Coopers Ireland June 2008 - September 2009
Trust Company of the West June 2007 - August 2007
Skills
Marketing, Teamwork, Analytics, Brand Management, Digital Marketing, Strategy, Brand Valuation, Market Analysis, Management, Brand Architecture, Integrated Marketing, Marketing Communications, Social Media Marketing, Marketing Strategy, Market Research, Social Media, Brand Development, Business Strategy, Customer Insight
Education
Cass Business School 2010 — 2011
MSc Management, Marketing
University College Cork 2006 — 2010
Bachelor of Commerce (Hons), Marketing, Economics, Management
Dominican Academy 2002 — 2006
gina grider's Trust Company of the West Experience 1997 - 2000
Job Investment Management
Industry Investment Management
Experience
Independent 2010 - Present
Microsoft 2008 - 2010
Renaissance Holdings 2006 - 2008
Gilead Sciences 2004 - 2005
Oak Hill Investment Management 2004 - 2004
MGM 2000 - 2001
Trust Company of the West 1997 - 2000
Redwood Communications 1995 - 1997
Merrill Lynch 1995 - 1995
The Intergroup Corporation 1990 - 1995
Skills
Negotiation, Organization, Multitasker, Marketing, Photography, Production, Feature Writing, Research, Analysis, Stock Market, Real Estate Transactions, Voice Over, Copywriting, Editing, Investor Relations, Results Focused, Feature Articles, Event Planning, Contractual Agreements, Portfolio Management, Project Management, Advertising, Contract Negotiation, Investments, Commercial Real Estate, Project Coordination, Investigation, Broadcast Television, Entertainment, Public Relations, Journalism, Film, Music, Radio Announcing, Result Oriented, Entrepreneurship, Start-ups, Management, Real Estate, Digital Marketing, Online Marketing, Analytics, Mobile Advertising, Strategy, Social Networking, Microsoft Technologies, Social Media Marketing, Digital Strategy, CRM, Lead Generation
Education
California State University-Northridge
Bachelor of Arts (BA), Broadcasting/Radio-TV-Film
Los Angeles Valley College
Associate of Arts (AA), Broadcasting
Independent 2010 - Present
Microsoft 2008 - 2010
Renaissance Holdings 2006 - 2008
Gilead Sciences 2004 - 2005
Oak Hill Investment Management 2004 - 2004
MGM 2000 - 2001
Trust Company of the West 1997 - 2000
Redwood Communications 1995 - 1997
Merrill Lynch 1995 - 1995
The Intergroup Corporation 1990 - 1995
Skills
Negotiation, Organization, Multitasker, Marketing, Photography, Production, Feature Writing, Research, Analysis, Stock Market, Real Estate Transactions, Voice Over, Copywriting, Editing, Investor Relations, Results Focused, Feature Articles, Event Planning, Contractual Agreements, Portfolio Management, Project Management, Advertising, Contract Negotiation, Investments, Commercial Real Estate, Project Coordination, Investigation, Broadcast Television, Entertainment, Public Relations, Journalism, Film, Music, Radio Announcing, Result Oriented, Entrepreneurship, Start-ups, Management, Real Estate, Digital Marketing, Online Marketing, Analytics, Mobile Advertising, Strategy, Social Networking, Microsoft Technologies, Social Media Marketing, Digital Strategy, CRM, Lead Generation
Education
California State University-Northridge
Bachelor of Arts (BA), Broadcasting/Radio-TV-Film
Los Angeles Valley College
Associate of Arts (AA), Broadcasting
Scott Ranger Scott Ranger's Trust Company of the West Experience August 2013 - Present
Job Manager of Compensation and HR Technology at TCW
Industry Financial Services
Experience
Trust Company of the West August 2013 - Present
Western Asset May 2006 - August 2013
Metrolink May 2002 - May 2006
Education
California State Polytechnic University-Pomona 1996 — 2001
BS, Economics
Trust Company of the West August 2013 - Present
Western Asset May 2006 - August 2013
Metrolink May 2002 - May 2006
Education
California State Polytechnic University-Pomona 1996 — 2001
BS, Economics
Lydia Huang Lydia Huang's Trust Company of the West Experience June 2005 - June 2007
Job Regional Sales Manager
Industry Electrical/Electronic Manufacturing
Experience
Amphenol Alden November 2013 - Present
Newegg.com December 2012 - November 2013
TE Connectivity August 2008 - June 2012
TE Connectivity June 2007 - August 2008
Trust Company of the West June 2005 - June 2007
Skills
Product Management, Cross-functional Team..., Product Marketing, Negotiation, Product Development, International Sales, Key Account Management, Sales Management, Sales Operations, Account Management, Business Development, Business Strategy, Vendor Management, Supply Chain Management, Sales, Analysis, Project Management, Change Management, Competitive Analysis
Education
University of Southern California
Master of Science (MS), Global Supply Chain Management
California State Polytechnic University-Pomona
Bachelor of Science (BS), Operations Management
Amphenol Alden November 2013 - Present
Newegg.com December 2012 - November 2013
TE Connectivity August 2008 - June 2012
TE Connectivity June 2007 - August 2008
Trust Company of the West June 2005 - June 2007
Skills
Product Management, Cross-functional Team..., Product Marketing, Negotiation, Product Development, International Sales, Key Account Management, Sales Management, Sales Operations, Account Management, Business Development, Business Strategy, Vendor Management, Supply Chain Management, Sales, Analysis, Project Management, Change Management, Competitive Analysis
Education
University of Southern California
Master of Science (MS), Global Supply Chain Management
California State Polytechnic University-Pomona
Bachelor of Science (BS), Operations Management
Phil Decallejon, CFA's Trust Company of the West Experience October 1995 - April 2004
Job Financial Advisor at Large Wealth Management Firm
Industry Financial Services
Experience
Global Wealth Management Firm September 2012 - Present
Salt Lake Angels 2012 - 2014
Baskin and Robbins 2007 - 2013
Regulus Capital 2005 - July 2012
The CFA Society of Salt Lake 2012 - 2012
Los Angeles Society of Financial Analysts 1997 - 2009
Dover 2004 - 2005
Trust Company of the West October 1995 - April 2004
National Mutual Funds Management 1993 - 1995
U.S. Air Force 1982 - 1989
Skills
Strategic Planning, New Business Development, Wealth Management, Investment Strategies, Management, Financial Services, Investments, Strategy, Portfolio Management, Asset Management, Leadership, Auditing, Asset Managment, Hedge Funds, Private Equity, Financial Modeling, Business Planning, Start-ups, Business Development, Investment Management, Mergers & Acquisitions, Finance, Business Strategy, Alternative Investments, Equities, Risk Management, Product Management, Mergers, Financial Analysis, Leadership Development, Agile Methodologies, Marketing Strategy
Education
University of Southern California - Marshall School of Business 1999 — 2000
MBA, International Business
California State University-San Bernardino 1986 — 1989
MA, National Security
Trinity College-Hartford 1978 — 1982
Hotchkiss School 1974 — 1978
Global Wealth Management Firm September 2012 - Present
Salt Lake Angels 2012 - 2014
Baskin and Robbins 2007 - 2013
Regulus Capital 2005 - July 2012
The CFA Society of Salt Lake 2012 - 2012
Los Angeles Society of Financial Analysts 1997 - 2009
Dover 2004 - 2005
Trust Company of the West October 1995 - April 2004
National Mutual Funds Management 1993 - 1995
U.S. Air Force 1982 - 1989
Skills
Strategic Planning, New Business Development, Wealth Management, Investment Strategies, Management, Financial Services, Investments, Strategy, Portfolio Management, Asset Management, Leadership, Auditing, Asset Managment, Hedge Funds, Private Equity, Financial Modeling, Business Planning, Start-ups, Business Development, Investment Management, Mergers & Acquisitions, Finance, Business Strategy, Alternative Investments, Equities, Risk Management, Product Management, Mergers, Financial Analysis, Leadership Development, Agile Methodologies, Marketing Strategy
Education
University of Southern California - Marshall School of Business 1999 — 2000
MBA, International Business
California State University-San Bernardino 1986 — 1989
MA, National Security
Trinity College-Hartford 1978 — 1982
Hotchkiss School 1974 — 1978
Diana Diller, CMP's Trust Company of the West Experience May 2006 - March 2013
Job Events, Global Experiential Marketing
Industry Entertainment
Experience
Activision March 2013 - Present
Trust Company of the West May 2006 - March 2013
2929 Productions April 2005 - May 2006
Myriad Pictures 2003 - 2005
Skills
Event Planning, Event Management, Strategic Planning, Problem Solving, Contract Negotiation, Blogging, Facebook, Twitter, Social Networking, Microsoft Office, Cpr Certified, AED Certified, Management, Leadership, Sales, Budgets, Human Resources, Research, Social Media Marketing, Marketing, Social Media, Entertainment
Education
Emerson College 1998 — 2001
BA, Film Production
Latin School of Chicago 1990 — 1998
High School, Kindergarten thru 12th Grade - 14 Years
Northwestern University 1997 — 1997
National High School Institute (aka Cherubs), Media Arts - Film & Video
Activision March 2013 - Present
Trust Company of the West May 2006 - March 2013
2929 Productions April 2005 - May 2006
Myriad Pictures 2003 - 2005
Skills
Event Planning, Event Management, Strategic Planning, Problem Solving, Contract Negotiation, Blogging, Facebook, Twitter, Social Networking, Microsoft Office, Cpr Certified, AED Certified, Management, Leadership, Sales, Budgets, Human Resources, Research, Social Media Marketing, Marketing, Social Media, Entertainment
Education
Emerson College 1998 — 2001
BA, Film Production
Latin School of Chicago 1990 — 1998
High School, Kindergarten thru 12th Grade - 14 Years
Northwestern University 1997 — 1997
National High School Institute (aka Cherubs), Media Arts - Film & Video
Candace Schaller's Trust Company of the West Experience 1994 - 2000
Job Risk Management and Internal Audit Professional
Industry Financial Services
Experience
Private Wealth Management Company October 2013 - September 2014
Wedbush, Inc. May 2012 - October 2013
OneUnited Bank December 2011 - May 2012
ICS Compliance February 2011 - April 2011
Vineyard Bank June 2004 - May 2009
Deloitte June 2003 - June 2004
Hilliard Lyons May 2000 - May 2003
Trust Company of the West 1994 - 2000
Skills
Risk Management, Internal Audit, Financial Risk, Auditing, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Leadership, Business Planning, Business Development, Asset Management, Business Strategy
Education
Bellarmine University 2000 — 2003
Master of Business Administration (M.B.A.)
Private Wealth Management Company October 2013 - September 2014
Wedbush, Inc. May 2012 - October 2013
OneUnited Bank December 2011 - May 2012
ICS Compliance February 2011 - April 2011
Vineyard Bank June 2004 - May 2009
Deloitte June 2003 - June 2004
Hilliard Lyons May 2000 - May 2003
Trust Company of the West 1994 - 2000
Skills
Risk Management, Internal Audit, Financial Risk, Auditing, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Leadership, Business Planning, Business Development, Asset Management, Business Strategy
Education
Bellarmine University 2000 — 2003
Master of Business Administration (M.B.A.)
Enno von Marcard's Trust Company of the West Experience July 2005 - August 2005
Job Director of Marketing and Investor Relations at Baker Street Capital Management
Industry Financial Services
Experience
Baker Street Capital Management January 2014 - Present
Shinnecock Partners April 2011 - December 2013
Hauck & Aufhaeuser Privatbankiers September 2008 - July 2010
Sal. Oppenheim June 2007 - July 2007
Goyer & Göppel Privatbankiers May 2006 - August 2006
Trust Company of the West July 2005 - August 2005
Skills
Investments, Equities, Hedge Funds, Asset Management, Sales, Portfolio Management, Capital Markets, Financial Modeling, Alternative Investments, Due Diligence, Investment Strategies, Private Equity
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
European Business School Oestrich-Winkel 2005 — 2008
Bachelor of Science, Finance and Investment Banking
Baker Street Capital Management January 2014 - Present
Shinnecock Partners April 2011 - December 2013
Hauck & Aufhaeuser Privatbankiers September 2008 - July 2010
Sal. Oppenheim June 2007 - July 2007
Goyer & Göppel Privatbankiers May 2006 - August 2006
Trust Company of the West July 2005 - August 2005
Skills
Investments, Equities, Hedge Funds, Asset Management, Sales, Portfolio Management, Capital Markets, Financial Modeling, Alternative Investments, Due Diligence, Investment Strategies, Private Equity
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
European Business School Oestrich-Winkel 2005 — 2008
Bachelor of Science, Finance and Investment Banking
Andrea Robertson, M.A., CIR Andrea Robertson, M.A., CIR's Trust Company of the West Experience 1995 - 1996
Job Human Resources Generalist at General Dynamics Information Technology
Industry Consumer Goods
Experience
General Dynamics Information Technology February 2014 - Present
Coca-Cola Enterprises 2010 - Present
Interstate Personnel DBA Offsite Staffing Solutions June 2002 - July 2008
Smart and Final 1998 - 2002
CyberMedia April 1996 - May 1998
Trust Company of the West 1995 - 1996
Skills
Certified Internet..., Employee Relations, Employee Handbooks, Employer Branding, Employee Benefits, Talent Acquisition, Talent Mining, Talent Pipelining, Internet Recruiting, Contract Recruitment, Headcount Management, Headhunt, Workers Compensation..., Unemployment Claims, Safety, AIRS trained, Onboarding, Background Checks, Due Diligence, Drug Testing, New Hire Orientations, Behavioral Interviewing, STAR, Competency Based..., Workers Compensation, Social Media, Manufacturing, Food & Beverage, IT Recruitment, Diversity, Affirmative Action..., Job Fairs, Temporary Placement, Hiring, Taleo, Personnel Management, Screening Resumes
Education
Columbia University in the City of New York
Master of Arts (MA), Industrial and Organizational Psychology
University of California, Berkeley
Bachelor of Arts (BA), Psychology
General Dynamics Information Technology February 2014 - Present
Coca-Cola Enterprises 2010 - Present
Interstate Personnel DBA Offsite Staffing Solutions June 2002 - July 2008
Smart and Final 1998 - 2002
CyberMedia April 1996 - May 1998
Trust Company of the West 1995 - 1996
Skills
Certified Internet..., Employee Relations, Employee Handbooks, Employer Branding, Employee Benefits, Talent Acquisition, Talent Mining, Talent Pipelining, Internet Recruiting, Contract Recruitment, Headcount Management, Headhunt, Workers Compensation..., Unemployment Claims, Safety, AIRS trained, Onboarding, Background Checks, Due Diligence, Drug Testing, New Hire Orientations, Behavioral Interviewing, STAR, Competency Based..., Workers Compensation, Social Media, Manufacturing, Food & Beverage, IT Recruitment, Diversity, Affirmative Action..., Job Fairs, Temporary Placement, Hiring, Taleo, Personnel Management, Screening Resumes
Education
Columbia University in the City of New York
Master of Arts (MA), Industrial and Organizational Psychology
University of California, Berkeley
Bachelor of Arts (BA), Psychology
Lola Estey Lola Estey's Trust Company of the West Experience January 1992 - September 1994
Job ELearning/Math Instructor Professional
Industry E-Learning
Experience
Math tutor August 2011 - Present
Antelope Valley Unified School District August 2002 - June 2010
Orange Unified School District August 1998 - June 2002
Trust Company of the West January 1992 - September 1994
Skills
Instructor-led Training, Account Reconciliation, Microsoft Word, Microsoft Excel, PowerPoint, Web Analytics
Education
Pepperdine University 1999 — 2001
Master's degree, Educational/Instructional Technology
CSUN 1988 — 1991
Business Administration and Accounting, Accounting
Math tutor August 2011 - Present
Antelope Valley Unified School District August 2002 - June 2010
Orange Unified School District August 1998 - June 2002
Trust Company of the West January 1992 - September 1994
Skills
Instructor-led Training, Account Reconciliation, Microsoft Word, Microsoft Excel, PowerPoint, Web Analytics
Education
Pepperdine University 1999 — 2001
Master's degree, Educational/Instructional Technology
CSUN 1988 — 1991
Business Administration and Accounting, Accounting
Omar Ricci Omar Ricci's Trust Company of the West Experience 1993 - 1996
Job Senior Vice President Business Risk Analytics at The TCW Group
Industry Financial Services
Experience
The TCW Group June 2015 - Present
LAPD June 2009 - Present
Applied Insights April 1998 - May 2015
Oaktree Capital Management 1998 - May 2015
Leep Technology 1996 - 1998
Barclays Global Investors 1996 - 1998
Deloitte 1996 - 1996
Trust Company of the West 1993 - 1996
Skills
Fixed Income, Back Office, Business Analysis, Bloomberg, Equities, Asset Managment, Risk Management, Project Management, Portfolio Management, Investments, Derivatives, Program Management, Structured Finance, Investment Strategies, Leadership, Management, Asset Management, Project Planning, Financial Modeling, Alternative Investments, Hedge Funds, Trading, Trading Systems, Finance, Private Equity, Valuation, Investment Banking, Mutual Funds, Due Diligence, Investment Management, Mergers & Acquisitions, Securities, Financial Analysis, Team Building, Capital Markets, Financial Services, Series 7, Credit Derivatives, Analysis, Financial Risk
Education
California State University-Northridge 1988 — 1991
B.S., Business (MIS emphasis)
The TCW Group June 2015 - Present
LAPD June 2009 - Present
Applied Insights April 1998 - May 2015
Oaktree Capital Management 1998 - May 2015
Leep Technology 1996 - 1998
Barclays Global Investors 1996 - 1998
Deloitte 1996 - 1996
Trust Company of the West 1993 - 1996
Skills
Fixed Income, Back Office, Business Analysis, Bloomberg, Equities, Asset Managment, Risk Management, Project Management, Portfolio Management, Investments, Derivatives, Program Management, Structured Finance, Investment Strategies, Leadership, Management, Asset Management, Project Planning, Financial Modeling, Alternative Investments, Hedge Funds, Trading, Trading Systems, Finance, Private Equity, Valuation, Investment Banking, Mutual Funds, Due Diligence, Investment Management, Mergers & Acquisitions, Securities, Financial Analysis, Team Building, Capital Markets, Financial Services, Series 7, Credit Derivatives, Analysis, Financial Risk
Education
California State University-Northridge 1988 — 1991
B.S., Business (MIS emphasis)
Chait Errande Chait Errande's Trust Company of the West Experience March 2010 - Present
Job Senior Vice President at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West March 2010 - Present
Metropolitan West Asset Management November 1999 - February 2010
Compucom 1998 - 1999
Compucom 1998 - 1999
Compucom Systems 1998 - 1999
Skills
Fixed Income, Investment Management, Equities, Risk Management, Financial Modeling, Asset Managment, SDLC, Portfolio Management, Hedge Funds, Bloomberg, Asset Management, Capital Markets, Derivatives, Alternative Investments, Management, Investments, Financial Analysis, Finance, Valuation, Process Improvement
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance, Entrepreneurship
Utah State University 1995 — 1998
MS, Engineering
Bangalore University 1986 — 1990
BE, Engineering, Civil
Trust Company of the West March 2010 - Present
Metropolitan West Asset Management November 1999 - February 2010
Compucom 1998 - 1999
Compucom 1998 - 1999
Compucom Systems 1998 - 1999
Skills
Fixed Income, Investment Management, Equities, Risk Management, Financial Modeling, Asset Managment, SDLC, Portfolio Management, Hedge Funds, Bloomberg, Asset Management, Capital Markets, Derivatives, Alternative Investments, Management, Investments, Financial Analysis, Finance, Valuation, Process Improvement
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance, Entrepreneurship
Utah State University 1995 — 1998
MS, Engineering
Bangalore University 1986 — 1990
BE, Engineering, Civil
Alex McCulloch Alex McCulloch's Trust Company of the West Experience January 2014 - Present
Job Group Managing Director, Head of Retail Distribution & Marketing at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West January 2014 - Present
Trust Company of the West February 2010 - January 2014
Trust Company of the West February 2008 - February 2010
Trust Company of the West February 2003 - February 2008
Trust Company of the West 1999 - February 2003
Trust Company of the West October 1997 - February 1999
Skills
Global Asset Management, Investment Sales, Mutual Funds, Alternative Investments, Relationship Management, Equities, Fixed Income, Asset Managment, Wealth Management, Hedge Funds, Business Development, Series 7, Investment Management, Asset Management
Education
Denison University 1990 — 1994
BA, History
East High School 1988 — 1990
Graland
Trust Company of the West January 2014 - Present
Trust Company of the West February 2010 - January 2014
Trust Company of the West February 2008 - February 2010
Trust Company of the West February 2003 - February 2008
Trust Company of the West 1999 - February 2003
Trust Company of the West October 1997 - February 1999
Skills
Global Asset Management, Investment Sales, Mutual Funds, Alternative Investments, Relationship Management, Equities, Fixed Income, Asset Managment, Wealth Management, Hedge Funds, Business Development, Series 7, Investment Management, Asset Management
Education
Denison University 1990 — 1994
BA, History
East High School 1988 — 1990
Graland
Jeffrey Moridani Jeffrey Moridani's Trust Company of the West Experience 2008 - 2009
Job Founder & CEO
Industry Program Development
Experience
Inadirom Inc. 2012 - Present
Soladyne Capital 2010 - 2012
Opportunity Green 2008 - 2010
Trust Company of The West 2008 - 2009
JP Morgan Chase, The Shemano Group 2006 - 2007
Skills
Microsoft Excel, Windows, Unix, Mac, Microsoft Office, VBA, Entrepreneurship, Social Entrepreneurship, Strategic Partnerships, Strategy, Start-ups, Management, Cleantech, Sustainability, Business Development
Education
University of California, Berkeley
Graduate Courses, Corporate Finance and Marketing
UCSB
Bachelor of Arts (B.A.), East Asian Cultural Studies, Japanese Language, Business Economics
UCLA
Corporate Finance and Valuation Methods
California State University-East Bay 2006 — 2007
MBA Curriculum, Corporate Finance and Management
Inadirom Inc. 2012 - Present
Soladyne Capital 2010 - 2012
Opportunity Green 2008 - 2010
Trust Company of The West 2008 - 2009
JP Morgan Chase, The Shemano Group 2006 - 2007
Skills
Microsoft Excel, Windows, Unix, Mac, Microsoft Office, VBA, Entrepreneurship, Social Entrepreneurship, Strategic Partnerships, Strategy, Start-ups, Management, Cleantech, Sustainability, Business Development
Education
University of California, Berkeley
Graduate Courses, Corporate Finance and Marketing
UCSB
Bachelor of Arts (B.A.), East Asian Cultural Studies, Japanese Language, Business Economics
UCLA
Corporate Finance and Valuation Methods
California State University-East Bay 2006 — 2007
MBA Curriculum, Corporate Finance and Management
Allen Li, CFA's Trust Company of the West Experience June 2005 - October 2007
Job Portfolio Manager at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners March 2014 - Present
Guggenheim Partners March 2012 - March 2014
Guggenheim Partners October 2010 - March 2012
Guggenheim Partners March 2010 - October 2010
Guggenheim Partners March 2009 - March 2010
Guggenheim Partners October 2007 - March 2009
Trust Company of the West June 2005 - October 2007
Skills
Equities, Securitization, ABS, High Yield, Structured Finance, Alternative Investments, Fixed Income, Bloomberg, Equity Research, Valuation, Structured Products, Asset Managment, Capital Markets, Municipal Bonds, Trading, Portfolio Management, Asset Management, Investments, Hedge Funds, Bonds
Education
Cornell University 2001 — 2005
B.A., Economics
Guggenheim Partners March 2014 - Present
Guggenheim Partners March 2012 - March 2014
Guggenheim Partners October 2010 - March 2012
Guggenheim Partners March 2010 - October 2010
Guggenheim Partners March 2009 - March 2010
Guggenheim Partners October 2007 - March 2009
Trust Company of the West June 2005 - October 2007
Skills
Equities, Securitization, ABS, High Yield, Structured Finance, Alternative Investments, Fixed Income, Bloomberg, Equity Research, Valuation, Structured Products, Asset Managment, Capital Markets, Municipal Bonds, Trading, Portfolio Management, Asset Management, Investments, Hedge Funds, Bonds
Education
Cornell University 2001 — 2005
B.A., Economics
Minet Polsinelli's Trust Company of the West Experience August 2005 - June 2008
Job Business Intelligence Manager at Toyota Financial Services
Industry Financial Services
Experience
Toyota Financial Services April 2015 - Present
Toyota Financial Services May 2013 - Present
Toyota Financial Services January 2011 - May 2013
Financial Engineering Associates - MSCI Barra May 2010 - December 2010
TECNOLÓGICO DE MONTERREY (ITESM), Monterrey, Mexico 2009 - 2010
Trust Company of the West August 2005 - June 2008
Southern California Edison June 2005 - July 2005
EGADE January 2002 - July 2004
Skills
Derivatives, Fixed Income, Financial Analysis, Valuation, Portfolio Management, Finance, Financial Modeling, Risk Management, Investments, Asset Managment, SQL, VBA, MatLab, E-views, Stata, Gauss, SAS, R, Wallstreet Suite..., Tableau, Bancware, Citigroup's Yield Book, FEA's @Energy, FEA's Structuretool, Numerix CAXL, Numerix Portfolio, Wilshire Axiom, Factset's Fixed Income..., FEA's VarWorks, SSIS, IBM's Netezza, Microsoft SQL Server, Microsoft Excel, Data Science
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2005 — 2008
PhD, Management (Thesis in Financial Engineering), GPA 3.8
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2004 — 2005
MS, Financial Engineering, GPA 3.8
EGADE - Instituto Tecnológico y de Estudios Superiores de Monterrey 2002 — 2004
MS, Finance, 93/100
Instituto Tecnológico y de Estudios Superiores de Monterrey 1998 — 2002
BS, International Business, 88/100
Toyota Financial Services April 2015 - Present
Toyota Financial Services May 2013 - Present
Toyota Financial Services January 2011 - May 2013
Financial Engineering Associates - MSCI Barra May 2010 - December 2010
TECNOLÓGICO DE MONTERREY (ITESM), Monterrey, Mexico 2009 - 2010
Trust Company of the West August 2005 - June 2008
Southern California Edison June 2005 - July 2005
EGADE January 2002 - July 2004
Skills
Derivatives, Fixed Income, Financial Analysis, Valuation, Portfolio Management, Finance, Financial Modeling, Risk Management, Investments, Asset Managment, SQL, VBA, MatLab, E-views, Stata, Gauss, SAS, R, Wallstreet Suite..., Tableau, Bancware, Citigroup's Yield Book, FEA's @Energy, FEA's Structuretool, Numerix CAXL, Numerix Portfolio, Wilshire Axiom, Factset's Fixed Income..., FEA's VarWorks, SSIS, IBM's Netezza, Microsoft SQL Server, Microsoft Excel, Data Science
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2005 — 2008
PhD, Management (Thesis in Financial Engineering), GPA 3.8
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2004 — 2005
MS, Financial Engineering, GPA 3.8
EGADE - Instituto Tecnológico y de Estudios Superiores de Monterrey 2002 — 2004
MS, Finance, 93/100
Instituto Tecnológico y de Estudios Superiores de Monterrey 1998 — 2002
BS, International Business, 88/100
Averie Wong's Trust Company of the West Experience August 2010 - March 2011
Job Customer Success Manager at App Annie
Industry Market Research
Experience
App Annie July 2015 - Present
Nielsen January 2013 - Present
Princess Cruises June 2011 - January 2013
Trust Company of the West August 2010 - March 2011
FIJI Water June 2010 - August 2010
Credit Suisse January 2009 - June 2009
Credit Suisse September 2007 - December 2008
J.H. Cohn LLP September 2005 - August 2007
Skills
Market Research, Competitive Analysis, Market Analysis, Marketing Strategy, Customer Segmentation..., Nielsen Data, Nielsen Nitro, Panel Data Analysis, Spectra, Brand Management, Project Management, Cross-functional Team..., Client Relations Skills, Corporate Finance, Financial Analysis, Financial Modeling, Event Management, Valuation
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA
Cornell University 2001 — 2005
B.S., Applied Economics & Management
App Annie July 2015 - Present
Nielsen January 2013 - Present
Princess Cruises June 2011 - January 2013
Trust Company of the West August 2010 - March 2011
FIJI Water June 2010 - August 2010
Credit Suisse January 2009 - June 2009
Credit Suisse September 2007 - December 2008
J.H. Cohn LLP September 2005 - August 2007
Skills
Market Research, Competitive Analysis, Market Analysis, Marketing Strategy, Customer Segmentation..., Nielsen Data, Nielsen Nitro, Panel Data Analysis, Spectra, Brand Management, Project Management, Cross-functional Team..., Client Relations Skills, Corporate Finance, Financial Analysis, Financial Modeling, Event Management, Valuation
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA
Cornell University 2001 — 2005
B.S., Applied Economics & Management
Alex Stanojevic Alex Stanojevic's Trust Company of the West Experience March 2005 - Present
Job Managing Director Trust Company of the West
Industry Financial Services
Experience
Trust Company Of The West March 2005 - Present
Coast Asset Management LP August 2003 - March 2005
Education
Loyola Marymount University 2003 — 2005
MBA, Finance
California State University-Long Beach 2000 — 2003
BS, Finance, Real Estate & Law
Trust Company Of The West March 2005 - Present
Coast Asset Management LP August 2003 - March 2005
Education
Loyola Marymount University 2003 — 2005
MBA, Finance
California State University-Long Beach 2000 — 2003
BS, Finance, Real Estate & Law
Jamie Melas's Trust Company of the West Experience March 2012 - March 2015
Job Assistant Vice President at The TCW Group
Industry Investment Management
Experience
The TCW Group March 2015 - Present
Trust Company of the West March 2012 - March 2015
Windward School November 2009 - March 2013
Trust Company of the West February 2010 - March 2012
Metropolitan West Asset Management September 2009 - February 2010
Skills
Fixed Income, Excel, Microsoft Office, Bloomberg, Derivatives, Management, Debt Settlement, Settlement, Total Return Swaps, Microsoft Excel, Equities, Investments, Bonds, Asset Management, Finance, Securities
Education
Boston College 2005 — 2009
BA, Communications
Windward High School 2000 — 2005
The TCW Group March 2015 - Present
Trust Company of the West March 2012 - March 2015
Windward School November 2009 - March 2013
Trust Company of the West February 2010 - March 2012
Metropolitan West Asset Management September 2009 - February 2010
Skills
Fixed Income, Excel, Microsoft Office, Bloomberg, Derivatives, Management, Debt Settlement, Settlement, Total Return Swaps, Microsoft Excel, Equities, Investments, Bonds, Asset Management, Finance, Securities
Education
Boston College 2005 — 2009
BA, Communications
Windward High School 2000 — 2005
Thomas J Hartfield Thomas J Hartfield's Trust Company of the West Experience 2003 - 2006
Job President, Hartfield Financial & Insurance Services, Inc.
Industry Financial Services
Experience
Hartfield Financial & Insurance Services, Inc. 1994 - Present
Simi Valley Neighborhood Executive Council October 2011 - 2013
Simi Valley Chamber of Commerce 1997 - 2012
Simi Valley Unified School District 2008 - February 2011
Trust Company of the West 2003 - 2006
TCW November 1999 - March 2003
Great Western Financial Corporation January 1988 - April 1996
Skills
Financial Planning, Financial Management, Health Insurance, Retirement Planning, Investment Advisory, Investments, Managerial Finance, Strategic Financial..., Asset Managment, Mutual Funds, Portfolio Management, Asset Allocation, Asset Management, Strategic Planning, Insurance, Personal Finance, IRAs, Financial Advisory, Small Business, Real Estate, Life Insurance, Management, Finance, Retirement, Term Life Insurance, Employee Benefits, 401k, Fixed Annuities, Leadership, Financial Planners, Long-term Care, Estate Planning, Financial Analysis, Securities, Disability Insurance, Alternative Investments, Succession Planning, Mortgage Lending, Investment Strategies, Bonds, Separately Managed..., Risk Management, Series 65, Financial Services, Budgets, Wealth Management, Zoning, Residential Mortgages, Loans, Real Estate Financing
Education
Moorpark College 1987 — 1989
AA, Economics
California State University-Northridge
Hartfield Financial & Insurance Services, Inc. 1994 - Present
Simi Valley Neighborhood Executive Council October 2011 - 2013
Simi Valley Chamber of Commerce 1997 - 2012
Simi Valley Unified School District 2008 - February 2011
Trust Company of the West 2003 - 2006
TCW November 1999 - March 2003
Great Western Financial Corporation January 1988 - April 1996
Skills
Financial Planning, Financial Management, Health Insurance, Retirement Planning, Investment Advisory, Investments, Managerial Finance, Strategic Financial..., Asset Managment, Mutual Funds, Portfolio Management, Asset Allocation, Asset Management, Strategic Planning, Insurance, Personal Finance, IRAs, Financial Advisory, Small Business, Real Estate, Life Insurance, Management, Finance, Retirement, Term Life Insurance, Employee Benefits, 401k, Fixed Annuities, Leadership, Financial Planners, Long-term Care, Estate Planning, Financial Analysis, Securities, Disability Insurance, Alternative Investments, Succession Planning, Mortgage Lending, Investment Strategies, Bonds, Separately Managed..., Risk Management, Series 65, Financial Services, Budgets, Wealth Management, Zoning, Residential Mortgages, Loans, Real Estate Financing
Education
Moorpark College 1987 — 1989
AA, Economics
California State University-Northridge
Jim Ellsworth's Trust Company of the West Experience 1998 - 2007
Job
Industry Real Estate
Experience
AIG Global Real Estate March 2007 - Present
Trust Company of the West 1998 - 2007
Merrill Lynch 1997 - 1997
Price Waterhouse 1993 - 1996
Education
Harvard Business School 1996 — 1998
MBA
Brigham Young University 1986 — 1992
Master
AIG Global Real Estate March 2007 - Present
Trust Company of the West 1998 - 2007
Merrill Lynch 1997 - 1997
Price Waterhouse 1993 - 1996
Education
Harvard Business School 1996 — 1998
MBA
Brigham Young University 1986 — 1992
Master
Lance Hoffman's Trust Company of the West Experience February 1995 - Present
Job
Industry Financial Services
Experience
Trust Company of the West February 1995 - Present
US Army & California Army National Guard August 1992 - December 2002
Education
Claremont Graduate University 1991 — 1992
MS, Management Information Systems
Claremont McKenna College 1987 — 1991
BA, Information Systems
Trust Company of the West February 1995 - Present
US Army & California Army National Guard August 1992 - December 2002
Education
Claremont Graduate University 1991 — 1992
MS, Management Information Systems
Claremont McKenna College 1987 — 1991
BA, Information Systems
Lynn Um's Trust Company of the West Experience March 2013 - Present
Job Research Analyst at TCW
Industry Investment Management
Experience
Trust Company of the West March 2013 - Present
Barclays Capital August 2006 - February 2013
Accenture July 1999 - July 2004
Education
Wharton 2004 — 2006
MBA, Finance, Accounting
Columbia University
BA, Economics-Mathematics
Trust Company of the West March 2013 - Present
Barclays Capital August 2006 - February 2013
Accenture July 1999 - July 2004
Education
Wharton 2004 — 2006
MBA, Finance, Accounting
Columbia University
BA, Economics-Mathematics
Jang Lee's Trust Company of the West Experience 1998 - 2000
Job VP Finance at The Black Tux
Industry Internet
Experience
The Black Tux 2014 - Present
ShoeDazzle 2012 - 2014
Western Office Interiors 2009 - 2012
ImpreMedia 2008 - 2009
Oversee.net 2007 - 2008
Union Bank 2000 - 2007
Ticketmaster Online-Citysearch 2000 - 2000
Trust Company of the West 1998 - 2000
DKB 1997 - 1998
Projects 1997 - 1997
Skills
Online Advertising, Strategic Planning, Business Development, Start-ups, Financial Analysis, Project Management, Business Strategy, Leadership, Strategy, Online Marketing, Management, Accounting, Analytics, Business Planning, Cross-functional Team..., Forecasting, Marketing, Budgets, Product Management, Customer Service, Sales, Retail, Entrepreneurship, Fundraising, Analysis, Corporate Finance, Finance, Managerial Finance, Microsoft Excel, Executive Management, Team Leadership, Mergers & Acquisitions
Education
Northwestern University
Master's Degree
California State University-Northridge
Bachelor of Science (BS), Accounting
The Black Tux 2014 - Present
ShoeDazzle 2012 - 2014
Western Office Interiors 2009 - 2012
ImpreMedia 2008 - 2009
Oversee.net 2007 - 2008
Union Bank 2000 - 2007
Ticketmaster Online-Citysearch 2000 - 2000
Trust Company of the West 1998 - 2000
DKB 1997 - 1998
Projects 1997 - 1997
Skills
Online Advertising, Strategic Planning, Business Development, Start-ups, Financial Analysis, Project Management, Business Strategy, Leadership, Strategy, Online Marketing, Management, Accounting, Analytics, Business Planning, Cross-functional Team..., Forecasting, Marketing, Budgets, Product Management, Customer Service, Sales, Retail, Entrepreneurship, Fundraising, Analysis, Corporate Finance, Finance, Managerial Finance, Microsoft Excel, Executive Management, Team Leadership, Mergers & Acquisitions
Education
Northwestern University
Master's Degree
California State University-Northridge
Bachelor of Science (BS), Accounting
Benjamin Herrick, CFA's Trust Company of the West Experience 2004 - 2011
Job Senior Equity Analyst at del Rey Global Investors
Industry Investment Management
Experience
del Rey Global Investors 2012 - Present
Relational Investors LLC 2011 - 2012
Trust Company of the West 2004 - 2011
Education
Claremont McKenna College
BA, Economics
University of California, Los Angeles - The Anderson School of Management
MBA
del Rey Global Investors 2012 - Present
Relational Investors LLC 2011 - 2012
Trust Company of the West 2004 - 2011
Education
Claremont McKenna College
BA, Economics
University of California, Los Angeles - The Anderson School of Management
MBA
Danny Maya's Trust Company of the West Experience November 2000 - May 2002
Job Controller at Seley & Co
Industry Financial Services
Experience
Seley & Co May 2015 - Present
William O'Neil + Co. Inc. September 2010 - May 2015
Greentech Integrations, Inc. May 2009 - September 2010
First Western, Century City April 2004 - May 2009
LATHAM & WATKINS LLP June 2002 - April 2004
TRUST COMPANY OF THE WEST November 2000 - May 2002
Skills
Asset Managment, Investments, Financial Modeling, Alternative Investments, Valuation, Asset Allocation, Equities, Microsoft Excel, Financial Analysis, Credit, Wealth Management, Strategic Financial..., Financial Reporting, Asset Management, Securities, Mutual Funds, Tax Accounting, Financial Planning
Education
Keller Graduate School of Management 2009 — 2010
MBA, Business, 4.0
California State University-Los Angeles 1996 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Ulysses S. Grant High School 1990 — 1992
General, General
Seley & Co May 2015 - Present
William O'Neil + Co. Inc. September 2010 - May 2015
Greentech Integrations, Inc. May 2009 - September 2010
First Western, Century City April 2004 - May 2009
LATHAM & WATKINS LLP June 2002 - April 2004
TRUST COMPANY OF THE WEST November 2000 - May 2002
Skills
Asset Managment, Investments, Financial Modeling, Alternative Investments, Valuation, Asset Allocation, Equities, Microsoft Excel, Financial Analysis, Credit, Wealth Management, Strategic Financial..., Financial Reporting, Asset Management, Securities, Mutual Funds, Tax Accounting, Financial Planning
Education
Keller Graduate School of Management 2009 — 2010
MBA, Business, 4.0
California State University-Los Angeles 1996 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Ulysses S. Grant High School 1990 — 1992
General, General
Jason Vu's Trust Company of the West Experience March 2004 - June 2012
Job Consumer Marketing Analyst at Toyota Financial Services
Industry Financial Services
Experience
Toyota Financial Services April 2014 - Present
Toyota Financial Services July 2012 - March 2014
Trust Company of the West March 2004 - June 2012
SunGard Trading Systems November 2001 - February 2004
Skills
SDLC, Business Analysis, Requirements Analysis, SQL, SharePoint, Management, Fixed Income, Project Management, Equities, Requirements Gathering, OBIEE, Salesforce.com System..., Microsoft SQL Developer, Microsoft Reporting..., Aginity Workbench 4.1..., IBM UNICA Campaign &..., Portfolio Management
Education
California State University-Los Angeles
Bachelor of Science, Computer Information Systems
Toyota Financial Services April 2014 - Present
Toyota Financial Services July 2012 - March 2014
Trust Company of the West March 2004 - June 2012
SunGard Trading Systems November 2001 - February 2004
Skills
SDLC, Business Analysis, Requirements Analysis, SQL, SharePoint, Management, Fixed Income, Project Management, Equities, Requirements Gathering, OBIEE, Salesforce.com System..., Microsoft SQL Developer, Microsoft Reporting..., Aginity Workbench 4.1..., IBM UNICA Campaign &..., Portfolio Management
Education
California State University-Los Angeles
Bachelor of Science, Computer Information Systems
James Edmunds's Trust Company of the West Experience 1992 - 1997
Job Senior Vice President State Street Corporation
Industry Financial Services
Experience
State Street Corporation July 2007 - Present
Investors Bank & Trust July 1997 - July 2007
Trust Company of the West 1992 - 1997
Trust Company of the West (TCW) 1990 - 1997
Skills
Fund Accounting, Mutual Funds, Alternative Investments, Fixed Income, Valuation, Back Office, Client Service, Derivatives, Hedge Funds, Fund Of Funds, Process Improvement, FX, Financial Services, Global Custody, Client Services, Securities, Equities, Risk Management, Bloomberg, FX Options
Education
Boston University - School of Management 2000 — 2001
MBA, International Management
California State University-Los Angeles 1992 — 1996
Bachelor of Science
Bentley University 1985 — 1989
State Street Corporation July 2007 - Present
Investors Bank & Trust July 1997 - July 2007
Trust Company of the West 1992 - 1997
Trust Company of the West (TCW) 1990 - 1997
Skills
Fund Accounting, Mutual Funds, Alternative Investments, Fixed Income, Valuation, Back Office, Client Service, Derivatives, Hedge Funds, Fund Of Funds, Process Improvement, FX, Financial Services, Global Custody, Client Services, Securities, Equities, Risk Management, Bloomberg, FX Options
Education
Boston University - School of Management 2000 — 2001
MBA, International Management
California State University-Los Angeles 1992 — 1996
Bachelor of Science
Bentley University 1985 — 1989
Guillermo Serrano's Trust Company of the West Experience March 2004 - August 2007
Job Analyst at Canyon Capital Advisors, LLC
Industry Investment Management
Experience
Canyon Capital Advisors, LLC August 2007 - Present
Trust Company of the West March 2004 - August 2007
Skills
Fixed Income, Bloomberg, Asset Managment, Portfolio Management, Financial Modeling, Alternative Investments, MBS, Hedge Funds, ABS, Derivatives, Finance, Structured Products, Investments, Valuation, Capital Markets, Investment Banking
Education
California State Polytechnic University-Pomona 1999 — 2004
Canyon Capital Advisors, LLC August 2007 - Present
Trust Company of the West March 2004 - August 2007
Skills
Fixed Income, Bloomberg, Asset Managment, Portfolio Management, Financial Modeling, Alternative Investments, MBS, Hedge Funds, ABS, Derivatives, Finance, Structured Products, Investments, Valuation, Capital Markets, Investment Banking
Education
California State Polytechnic University-Pomona 1999 — 2004
Jeffrey Sherman's Trust Company of the West Experience August 2001 - December 2009
Job Portfolio Manager, Macro Asset Allocation
Industry Investment Management
Experience
DoubleLine Capital December 2009 - Present
Trust Company of the West August 2001 - December 2009
Education
Claremont Graduate University 2000 — 2001
MS, Financial Engineering
Florida State University 1999 — 2000
Applied Mathematics - Graduate Level
University of the Pacific 1995 — 1999
BS, Applied Mathematics
DoubleLine Capital December 2009 - Present
Trust Company of the West August 2001 - December 2009
Education
Claremont Graduate University 2000 — 2001
MS, Financial Engineering
Florida State University 1999 — 2000
Applied Mathematics - Graduate Level
University of the Pacific 1995 — 1999
BS, Applied Mathematics
Christina Yaori's Trust Company of the West Experience August 2007 - January 2008
Job Associate Research Analyst at MullinTBG
Industry Financial Services
Experience
MullinTBG March 2008 - January 2011
Trust Company of the West August 2007 - January 2008
Skills
Data Analysis, Business Analysis, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Analysis, Investments, Financial Modeling, Insurance, Financial Services, SQL, Economics, Event Photography, Travel Photography, Digital Photography
Education
California State University-Northridge 2006 — 2007
MBA, Business Administration
California State University-Northridge 2003 — 2005
B.S. Business Administration, Finance & Management
Pasadena City College 2001 — 2003
A.A., Business Administration
MullinTBG March 2008 - January 2011
Trust Company of the West August 2007 - January 2008
Skills
Data Analysis, Business Analysis, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Analysis, Investments, Financial Modeling, Insurance, Financial Services, SQL, Economics, Event Photography, Travel Photography, Digital Photography
Education
California State University-Northridge 2006 — 2007
MBA, Business Administration
California State University-Northridge 2003 — 2005
B.S. Business Administration, Finance & Management
Pasadena City College 2001 — 2003
A.A., Business Administration
Jason Shamaly's Trust Company of the West Experience September 2006 - Present
Job Senior Vice President Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West September 2006 - Present
Western Asset Management February 2005 - September 2006
Payden & Rygel July 1999 - February 2005
Education
Arizona State University 1995 — 1997
BS, Business
Trust Company of the West September 2006 - Present
Western Asset Management February 2005 - September 2006
Payden & Rygel July 1999 - February 2005
Education
Arizona State University 1995 — 1997
BS, Business
Tony Semaan's Trust Company of the West Experience October 1999 - November 2006
Job Vice President of Engineering and Cloud Solutions at MelRok Corporation
Industry Computer Software
Experience
MelRok Corporation January 2013 - Present
McAfee, Inc. November 2006 - January 2013
Trust Company of the West October 1999 - November 2006
QuickStart Intelligence 1998 - 2000
Quickstart February 1997 - October 1999
Entex Information Services February 1995 - February 1997
Skills
Security, Vulnerability Management, Databases, SQL, Computer Security, Network Security, Information Security, Information Security..., Vulnerability Assessment, Disaster Recovery, IPS, PCI DSS, Security Audits, Cloud Computing, Encryption, McAfee, Enterprise Software, Application Security, Virtualization, SaaS, Microsoft SQL Server
Education
California State University-Long Beach 1986 — 1989
Computer Science and Engineering, Computer Science
University of California, Irvine 1984 — 1986
Biology
MelRok Corporation January 2013 - Present
McAfee, Inc. November 2006 - January 2013
Trust Company of the West October 1999 - November 2006
QuickStart Intelligence 1998 - 2000
Quickstart February 1997 - October 1999
Entex Information Services February 1995 - February 1997
Skills
Security, Vulnerability Management, Databases, SQL, Computer Security, Network Security, Information Security, Information Security..., Vulnerability Assessment, Disaster Recovery, IPS, PCI DSS, Security Audits, Cloud Computing, Encryption, McAfee, Enterprise Software, Application Security, Virtualization, SaaS, Microsoft SQL Server
Education
California State University-Long Beach 1986 — 1989
Computer Science and Engineering, Computer Science
University of California, Irvine 1984 — 1986
Biology
Richard Wiener, MBA's Trust Company of the West Experience June 1999 - February 2012
Job Experienced Investment Management Professional
Industry Financial Services
Experience
Kayne Anderson Rudnick July 2012 - Present
Trust Company of the West June 1999 - February 2012
Trust Company of the West June 1992 - June 1999
Ernst & Young September 1988 - June 1992
Skills
Due Diligence, Investments, Asset Management, Finance, Accounting, Financial Services, Risk Management, RFP, Investment Management, Marketing Communications, Auditing, Leadership, Investment Strategies, Alternative Investments, Management, Fixed Income, Equities, Institutional..., Corporate Finance, Operations, Client Services
Education
University of Michigan - Stephen M. Ross School of Business
Executive MBA
University of California, Los Angeles
PFP, Personal Financial Planning
California State University-Northridge
BS, Accounting
Kayne Anderson Rudnick July 2012 - Present
Trust Company of the West June 1999 - February 2012
Trust Company of the West June 1992 - June 1999
Ernst & Young September 1988 - June 1992
Skills
Due Diligence, Investments, Asset Management, Finance, Accounting, Financial Services, Risk Management, RFP, Investment Management, Marketing Communications, Auditing, Leadership, Investment Strategies, Alternative Investments, Management, Fixed Income, Equities, Institutional..., Corporate Finance, Operations, Client Services
Education
University of Michigan - Stephen M. Ross School of Business
Executive MBA
University of California, Los Angeles
PFP, Personal Financial Planning
California State University-Northridge
BS, Accounting
Richard Villa's Trust Company of the West Experience January 2002 - Present
Job Chief Financial Officer at The TCW Group, Inc.
Industry Investment Management
Experience
Trust Company of the West January 2002 - Present
Fidelity Federal Bank 1996 - 2002
Deloitte & Touche September 1993 - April 1996
Skills
Finance, Accounting, Auditing, Financial Analysis, Financial Services, Financial Modeling, Due Diligence, Asset Management, Management, Private Equity, Banking, Budgets, Alternative Investments, Hedge Funds, Equities, Asset Managment, Capital Markets, Investments, Mergers & Acquisitions, Portfolio Management, CPA, Valuation, Risk Management
Education
Arizona State University 1984 — 1987
Bachelors, Finance
Arizona State University 1984 — 1987
Bachelor's degree, Finance
Trust Company of the West January 2002 - Present
Fidelity Federal Bank 1996 - 2002
Deloitte & Touche September 1993 - April 1996
Skills
Finance, Accounting, Auditing, Financial Analysis, Financial Services, Financial Modeling, Due Diligence, Asset Management, Management, Private Equity, Banking, Budgets, Alternative Investments, Hedge Funds, Equities, Asset Managment, Capital Markets, Investments, Mergers & Acquisitions, Portfolio Management, CPA, Valuation, Risk Management
Education
Arizona State University 1984 — 1987
Bachelors, Finance
Arizona State University 1984 — 1987
Bachelor's degree, Finance
Alfonso Bahamonde's Trust Company of the West Experience 1996 - 2001
Job Independent Investment Banking Professional
Industry Investment Banking
Experience
FORS CAPITAL PARTNERS,L.L.C. 2006 - 2007
Trust Company of the West 1996 - 2001
TCW/Latin America Partners, L.L.C. 1995 - 2001
LATIN AMERICA PRIVATE EQUITY PARTNERS, L.L.C. 1995 - 1996
CONTINENTAL ILLINOIS BANK 1987 - 1995
The Chase ManhattanBank, N.A. 1969 - 1987
Skills
Corporate Finance, Investments, Private Equity, Portfolio Management, Capital Markets, Banking, Structured Finance, Financial Structuring, Loan Origination, Credit, Valuation, Fixed Income, Risk Management, Commercial Banking, Trade Finance, Investment Banking, Credit Risk, Securities, Strategy, Corporate Development, Venture Capital, Alternative Investments, Strategic Financial..., Financial Modeling, Equities, Loans, Financial Analysis, Mergers, Financial Risk, Due Diligence, Asset Managment, Emerging Markets, Commercial Lending, Credit Analysis, Structured Products, Restructuring, Finance, Project Finance, Financial Markets, Hedge Funds, Commodity, Treasury Management, Treasury, Derivatives, M&A experience, Financial Services, Investment Advisory, Wealth Management, Latin America, Executive Management
Education
Baruch College, City University of New York (CUNY)
FORS CAPITAL PARTNERS,L.L.C. 2006 - 2007
Trust Company of the West 1996 - 2001
TCW/Latin America Partners, L.L.C. 1995 - 2001
LATIN AMERICA PRIVATE EQUITY PARTNERS, L.L.C. 1995 - 1996
CONTINENTAL ILLINOIS BANK 1987 - 1995
The Chase ManhattanBank, N.A. 1969 - 1987
Skills
Corporate Finance, Investments, Private Equity, Portfolio Management, Capital Markets, Banking, Structured Finance, Financial Structuring, Loan Origination, Credit, Valuation, Fixed Income, Risk Management, Commercial Banking, Trade Finance, Investment Banking, Credit Risk, Securities, Strategy, Corporate Development, Venture Capital, Alternative Investments, Strategic Financial..., Financial Modeling, Equities, Loans, Financial Analysis, Mergers, Financial Risk, Due Diligence, Asset Managment, Emerging Markets, Commercial Lending, Credit Analysis, Structured Products, Restructuring, Finance, Project Finance, Financial Markets, Hedge Funds, Commodity, Treasury Management, Treasury, Derivatives, M&A experience, Financial Services, Investment Advisory, Wealth Management, Latin America, Executive Management
Education
Baruch College, City University of New York (CUNY)
Peyman S. Ardestani, CFA's Trust Company of the West Experience 1994 - 2000
Job Principal at Aquila Consulting Services, LLC.
Industry Financial Services
Experience
Aquila Consulting Services, LLC September 2008 - Present
Tennenbaum Capital Partners 2006 - 2008
Mellon Financial 2000 - 2006
Trust Company of the West 1994 - 2000
Education
California State University-Northridge
Aquila Consulting Services, LLC September 2008 - Present
Tennenbaum Capital Partners 2006 - 2008
Mellon Financial 2000 - 2006
Trust Company of the West 1994 - 2000
Education
California State University-Northridge
Dave Hoysler's Trust Company of the West Experience October 2012 - Present
Job Real Estate Professional
Industry Real Estate
Experience
Trust Company of the West October 2012 - Present
Skills
Forecasting, Real Estate Acquisitions, Real Estate Private..., Real Estate, Argus Modeling, Property Disposition, Investments, Investors, Marketing, Residential Homes, Investment Properties, Financial Analysis, Real Estate Transactions
Education
Bemidji State University 1978 — 1982
Bachelor's degree, Business Finance
Trust Company of the West October 2012 - Present
Skills
Forecasting, Real Estate Acquisitions, Real Estate Private..., Real Estate, Argus Modeling, Property Disposition, Investments, Investors, Marketing, Residential Homes, Investment Properties, Financial Analysis, Real Estate Transactions
Education
Bemidji State University 1978 — 1982
Bachelor's degree, Business Finance
Brent Norland's Trust Company of the West Experience 1994 - 2000
Job Research Analyst & Portfolio Manager, Robert Bender & Associates
Industry Investment Management
Experience
Robert Bender & Associates October 2010 - Present
Vendor Solutions, Inc January 2000 - April 2010
Trust Company of the West 1994 - 2000
Skills
Portfolio Management, Executive Management, SQL, Fixed Income, Investment Management, Fundamental Analysis, Equity Valuation, Investment Strategies, Fixed Income Research, Institutional..., Research Analysis, Fixed Income Portfolio..., Equity Research, Asset Management, Financial Modeling, Portfolio Optimization, Java software..., Equity Trading, C#, ASP.NET, VBA, SQL Server, XML, Visual Basic, Hedge Funds, Project Management, Asset Allocation, Alternative Investments, Bloomberg, Bonds, Separately Managed..., Investment Advisory, Start-ups, Microsoft SQL Server, Equities
Education
University of Southern California - Marshall School of Business
Master of Business Administration (M.B.A.), Investments and Financial Markets
California State University-Northridge
Bachelor of Science (B.S.), Accounting
Robert Bender & Associates October 2010 - Present
Vendor Solutions, Inc January 2000 - April 2010
Trust Company of the West 1994 - 2000
Skills
Portfolio Management, Executive Management, SQL, Fixed Income, Investment Management, Fundamental Analysis, Equity Valuation, Investment Strategies, Fixed Income Research, Institutional..., Research Analysis, Fixed Income Portfolio..., Equity Research, Asset Management, Financial Modeling, Portfolio Optimization, Java software..., Equity Trading, C#, ASP.NET, VBA, SQL Server, XML, Visual Basic, Hedge Funds, Project Management, Asset Allocation, Alternative Investments, Bloomberg, Bonds, Separately Managed..., Investment Advisory, Start-ups, Microsoft SQL Server, Equities
Education
University of Southern California - Marshall School of Business
Master of Business Administration (M.B.A.), Investments and Financial Markets
California State University-Northridge
Bachelor of Science (B.S.), Accounting
Srinivasu Julakanti's Trust Company of the West Experience June 2012 - Present
Job SalesForce Architect/Lead Developer/Assistant Vice President at Trust Company of the West
Industry Information Technology and Services
Experience
Trust Company of the West June 2012 - Present
TCW May 2008 - Present
Trust Company of the West March 2012 - July 2012
Trust Company of the West (TCW) May 2010 - February 2012
CES January 2005 - May 2008
Countrywide Securities Corporation 2005 - 2008
Countrywide Financial Corporation 2005 - 2008
Wipro Technologies April 2000 - March 2004
iGATE Global Solutions January 1999 - April 2000
Skills
Agile, SQL Server, Agile Methodologies, Microsoft SQL Server, Requirements Analysis, Business Analysis, Integration, SQL, Force.com, Visualforce Pages, Apex Programming, Salesforce.com..., Salesforce.com, Cloud Computing, CRM, Program Management
Education
University of Hyderabad 1997 — 1998
M.Tech, A.I
B. M. S. College of Engineering 1993 — 1997
B.Tech, Computer Science
Trust Company of the West June 2012 - Present
TCW May 2008 - Present
Trust Company of the West March 2012 - July 2012
Trust Company of the West (TCW) May 2010 - February 2012
CES January 2005 - May 2008
Countrywide Securities Corporation 2005 - 2008
Countrywide Financial Corporation 2005 - 2008
Wipro Technologies April 2000 - March 2004
iGATE Global Solutions January 1999 - April 2000
Skills
Agile, SQL Server, Agile Methodologies, Microsoft SQL Server, Requirements Analysis, Business Analysis, Integration, SQL, Force.com, Visualforce Pages, Apex Programming, Salesforce.com..., Salesforce.com, Cloud Computing, CRM, Program Management
Education
University of Hyderabad 1997 — 1998
M.Tech, A.I
B. M. S. College of Engineering 1993 — 1997
B.Tech, Computer Science
Tess Spaulding's Trust Company of the West Experience 1995 - 1996
Job Producer/Manager/Coordinator
Industry Entertainment
Experience
Sunlight Digital, LLC. January 2006 - Present
Private Computer Consulting 2005 - 2011
Nonprofit Organization 2004 - 2005
Digital Domain October 2000 - August 2004
SAP August 1996 - April 1998
Trust Company of the West 1995 - 1996
Skills
Production, Post Production, Film, Photoshop, Final Cut Pro, Photography, Feature Films, Camera, Leadership, Commercials, Music Videos, Producing, Film Production, Video Production, After Effects, Entertainment, Documentaries, Music, Video, HD Video, Television, Scripting, Computer Animation, Lighting, Video Editing, Creative Direction, Visual Effects, Digital Media
Education
Biola University
Bachelor of Science, Business Administration
Biola University
Bachelor's degree Business Management, Business Administration and Management, General
Sunlight Digital, LLC. January 2006 - Present
Private Computer Consulting 2005 - 2011
Nonprofit Organization 2004 - 2005
Digital Domain October 2000 - August 2004
SAP August 1996 - April 1998
Trust Company of the West 1995 - 1996
Skills
Production, Post Production, Film, Photoshop, Final Cut Pro, Photography, Feature Films, Camera, Leadership, Commercials, Music Videos, Producing, Film Production, Video Production, After Effects, Entertainment, Documentaries, Music, Video, HD Video, Television, Scripting, Computer Animation, Lighting, Video Editing, Creative Direction, Visual Effects, Digital Media
Education
Biola University
Bachelor of Science, Business Administration
Biola University
Bachelor's degree Business Management, Business Administration and Management, General
Kevin Barr's Trust Company of the West Experience November 2007 - Present
Job Managing Director
Industry Investment Management
Experience
Trust Company of the West November 2007 - Present
The Hartford 2002 - November 2007
Skills
Investments, Asset Management, Pensions, Series 7, Client Service, Mutual Funds, Investment Strategies, Wealth Management, Alternative Investments, Fixed Income, Equities, Series 63, Institutional, Retirement, 401k, Defined Contribution, Asset Managment, Financial Services, Investment Management, Portfolio Management, Asset Allocation, Capital Markets, Integrity, Hedge Funds, Investment Advisory, Fund Of Funds, Private Equity, Relationship Management, Separately Managed..., Securities, ETFs, FINRA, Series 24, Series 65, Bonds, Bloomberg, Equity Research, Financial Advisory, Uniform Combined State..., Retirement Planning, Series 6, Performance Attribution, Financial Markets, Structured Products, Emerging Markets, Options, Trading
Education
Drexel University - College of Business and Administration 1983 — 1987
Accounting and Finance
Holy Ghost Prep 1979 — 1983
Trust Company of the West November 2007 - Present
The Hartford 2002 - November 2007
Skills
Investments, Asset Management, Pensions, Series 7, Client Service, Mutual Funds, Investment Strategies, Wealth Management, Alternative Investments, Fixed Income, Equities, Series 63, Institutional, Retirement, 401k, Defined Contribution, Asset Managment, Financial Services, Investment Management, Portfolio Management, Asset Allocation, Capital Markets, Integrity, Hedge Funds, Investment Advisory, Fund Of Funds, Private Equity, Relationship Management, Separately Managed..., Securities, ETFs, FINRA, Series 24, Series 65, Bonds, Bloomberg, Equity Research, Financial Advisory, Uniform Combined State..., Retirement Planning, Series 6, Performance Attribution, Financial Markets, Structured Products, Emerging Markets, Options, Trading
Education
Drexel University - College of Business and Administration 1983 — 1987
Accounting and Finance
Holy Ghost Prep 1979 — 1983
Jose Peruyero's Trust Company of the West Experience February 2002 - April 2003
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley PartnerFORS Capital PartnersApril 2003 - February 2007
Trust Company of the West February 2002 - April 2003
Merrill Lynch September 1998 - July 2001
Salomon Smith Barney June 1997 - September 1998
Salomon Smith Barney 1997 - 1998
Education
New York University 1995 — 1997
MBA, Businesss
New York University - Leonard N. Stern School of Business 1995 — 1997
Carnegie Mellon University 1988 — 1990
MS, Electrical Engineering
University of Delaware 1984 — 1988
BEE, Electrical Engineernig
Parsippany Hills High School 1980 — 1984
Morgan Stanley PartnerFORS Capital PartnersApril 2003 - February 2007
Trust Company of the West February 2002 - April 2003
Merrill Lynch September 1998 - July 2001
Salomon Smith Barney June 1997 - September 1998
Salomon Smith Barney 1997 - 1998
Education
New York University 1995 — 1997
MBA, Businesss
New York University - Leonard N. Stern School of Business 1995 — 1997
Carnegie Mellon University 1988 — 1990
MS, Electrical Engineering
University of Delaware 1984 — 1988
BEE, Electrical Engineernig
Parsippany Hills High School 1980 — 1984
Syd Mooney's Trust Company of the West Experience 1983 - 2000
Job Experienced Copy Editor/Proofreader
Industry Writing and Editing
Experience
WordPhase Editorial Services July 2006 - Present
BNI4Success - Greater Los Angeles April 2006 - Present
BNI Beverly Hills Breakfast Club 2005 - Present
BNI 2005 - Present
Beyond Physical Therapy August 2010 - August 2011
Mellon Financial 2001 - 2004
Trust Company of the West 1983 - 2000
TCW 1983 - 2000
Education
California State University-Fullerton - College of Business and Economics 1978 — 1982
BA, Accounting
LA Learning Annex
Proofreading
WordPhase Editorial Services July 2006 - Present
BNI4Success - Greater Los Angeles April 2006 - Present
BNI Beverly Hills Breakfast Club 2005 - Present
BNI 2005 - Present
Beyond Physical Therapy August 2010 - August 2011
Mellon Financial 2001 - 2004
Trust Company of the West 1983 - 2000
TCW 1983 - 2000
Education
California State University-Fullerton - College of Business and Economics 1978 — 1982
BA, Accounting
LA Learning Annex
Proofreading
Diwakar Raman's Trust Company of the West Experience January 2008 - July 2008
Job Equity Analyst at New Century Financial
Industry Financial Services
Experience
New Century Financial May 2013 - Present
New Century Financial November 2009 - April 2013
Saratoga Capital LLC August 2009 - October 2009
Claremont Graduate University May 2008 - May 2009
Trust Company of the West January 2008 - July 2008
Aquatech Industries Limited September 2006 - August 2007
Skills
Derivatives, Fixed Income, Portfolio Management, Risk Management, Financial Modeling, Asset Managment, Quantitative Finance, Bloomberg, Business Valutions, Cash Flow Forecasting, Case Managment, Financial Analysis, Hedging, Options, Trading, Investments, Finance, Financial Risk, Asset Management, Management, Banking, Quantitative Analytics, Investment Banking, Analysis
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2007 — 2009
Master's degree, Financial Engineering
New Century Financial May 2013 - Present
New Century Financial November 2009 - April 2013
Saratoga Capital LLC August 2009 - October 2009
Claremont Graduate University May 2008 - May 2009
Trust Company of the West January 2008 - July 2008
Aquatech Industries Limited September 2006 - August 2007
Skills
Derivatives, Fixed Income, Portfolio Management, Risk Management, Financial Modeling, Asset Managment, Quantitative Finance, Bloomberg, Business Valutions, Cash Flow Forecasting, Case Managment, Financial Analysis, Hedging, Options, Trading, Investments, Finance, Financial Risk, Asset Management, Management, Banking, Quantitative Analytics, Investment Banking, Analysis
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2007 — 2009
Master's degree, Financial Engineering
Lori (Taylor) Sheikh's Trust Company of the West Experience October 2013 - Present
Job Vice President IT Applications at Trust Company of the West
Industry Information Technology and Services
Experience
Trust Company of the West October 2013 - Present
Eagle Investment Systems March 2010 - March 2013
Eagle Investment Systems January 2003 - January 2010
Eagle Investment Systems 2002 - 2003
Trust Company of the West February 1998 - December 2001
Pacific Exchange 1996 - 1998
The Capital Group 1993 - 1996
Skills
Project Management, Quality Assurance, CRM, Testing, Data Warehousing, Risk Management, Business Requirements, Financial Services, PMO, SQL, Governance, SDLC, Business Analysis, Management, Requirements Gathering
Education
California State Polytechnic University-Pomona 1990 — 1993
BS Information Technology, Systems Analysis & Desgin
Trust Company of the West October 2013 - Present
Eagle Investment Systems March 2010 - March 2013
Eagle Investment Systems January 2003 - January 2010
Eagle Investment Systems 2002 - 2003
Trust Company of the West February 1998 - December 2001
Pacific Exchange 1996 - 1998
The Capital Group 1993 - 1996
Skills
Project Management, Quality Assurance, CRM, Testing, Data Warehousing, Risk Management, Business Requirements, Financial Services, PMO, SQL, Governance, SDLC, Business Analysis, Management, Requirements Gathering
Education
California State Polytechnic University-Pomona 1990 — 1993
BS Information Technology, Systems Analysis & Desgin
Catherine Rist's Trust Company of the West Experience May 2006 - May 2012
Job Executive Assistant at Guggenheim Partners
Industry Financial Services
Experience
Le Grand Courtage January 2014 - January 2015
Novel Lincoln 2014 - 2015
Novel Lincoln 2014 - 2015
Guggenheim Partners May 2012 - August 2013
Trust Company of the West May 2006 - May 2012
LAW OFFICE OF JOE REBER November 2003 - May 2006
CENTRAL PARKING SYSTEMS November 2001 - October 2003
EPROPERTY INC March 2000 - November 2001
KENNEDY-WILSON INTERNATIONAL November 1998 - November 2001
ROGERS & ASSOCIATES October 1997 - November 1998
Skills
Concur, Management, Travel Arrangements, Research, Executive Support, Microsoft Office, Event Planning, Sales, Marketing, Critical Thinking, Executive..., Fundraising, Expense Reports, Equities, Heavy Calendaring, Public Relations, Editing, Event Management, Advertising, Strategy, PowerPoint, Microsoft Excel, Customer Service
Education
Central Michigan University 1991 — 1994
BS, Communications
Central Michigan University
Bachelor of Science Degree; Associate of Arts Degree, Broadcast Communications/Cinematic Arts; Audio/Visual Communication
Kellogg Community College
Le Grand Courtage January 2014 - January 2015
Novel Lincoln 2014 - 2015
Novel Lincoln 2014 - 2015
Guggenheim Partners May 2012 - August 2013
Trust Company of the West May 2006 - May 2012
LAW OFFICE OF JOE REBER November 2003 - May 2006
CENTRAL PARKING SYSTEMS November 2001 - October 2003
EPROPERTY INC March 2000 - November 2001
KENNEDY-WILSON INTERNATIONAL November 1998 - November 2001
ROGERS & ASSOCIATES October 1997 - November 1998
Skills
Concur, Management, Travel Arrangements, Research, Executive Support, Microsoft Office, Event Planning, Sales, Marketing, Critical Thinking, Executive..., Fundraising, Expense Reports, Equities, Heavy Calendaring, Public Relations, Editing, Event Management, Advertising, Strategy, PowerPoint, Microsoft Excel, Customer Service
Education
Central Michigan University 1991 — 1994
BS, Communications
Central Michigan University
Bachelor of Science Degree; Associate of Arts Degree, Broadcast Communications/Cinematic Arts; Audio/Visual Communication
Kellogg Community College
Veronica Ferrer, CPA's Trust Company of the West Experience December 2000 - November 2004
Job Analyst at Balance Sheet Solutions, LLC
Industry Investment Management
Experience
Balance Sheet Solutions, LLC March 2015 - Present
East West Bank April 2012 - March 2015
One West Bank June 2011 - April 2012
Churchill Pacific Asset Management February 2007 - June 2011
Everatt Harris & Company November 2004 - February 2007
Trust Company of the West December 2000 - November 2004
Tanner, Mainstain, Hoffer & Peyrot CPAs January 1999 - December 2000
Allyn Moskowitz CPA January 1998 - December 1998
Skills
Bloomberg, Portfolio Management
Education
California State University-Los Angeles 1995 — 1997
BS, Accounting
Los Angeles City College 1991 — 1995
AA, Accounting
Balance Sheet Solutions, LLC March 2015 - Present
East West Bank April 2012 - March 2015
One West Bank June 2011 - April 2012
Churchill Pacific Asset Management February 2007 - June 2011
Everatt Harris & Company November 2004 - February 2007
Trust Company of the West December 2000 - November 2004
Tanner, Mainstain, Hoffer & Peyrot CPAs January 1999 - December 2000
Allyn Moskowitz CPA January 1998 - December 1998
Skills
Bloomberg, Portfolio Management
Education
California State University-Los Angeles 1995 — 1997
BS, Accounting
Los Angeles City College 1991 — 1995
AA, Accounting
David Lund, CFA's Trust Company of the West Experience June 2010 - September 2010
Job International Equity Research Analyst
Industry Investment Management
Experience
Nuveen Asset Management July 2011 - Present
Huber Capital Management October 2010 - June 2011
Trust Company of the West June 2010 - September 2010
Wasatch Advantage Group 2006 - 2009
Skills
Equity Research, Financial Modeling, Investments, Equities, Portfolio Management, Investment Management, Mergers & Acquisitions, Asset Allocation, Investment Strategies, Securities, Finance, DCF, Analysis, Bonds, Financial Structuring, Credit, Valuation
Education
University of Southern California - Marshall School of Business 2009 — 2011
Full Time MBA, Finance and Investment Management
Brigham Young University 2000 — 2005
BA, Economics
Nuveen Asset Management July 2011 - Present
Huber Capital Management October 2010 - June 2011
Trust Company of the West June 2010 - September 2010
Wasatch Advantage Group 2006 - 2009
Skills
Equity Research, Financial Modeling, Investments, Equities, Portfolio Management, Investment Management, Mergers & Acquisitions, Asset Allocation, Investment Strategies, Securities, Finance, DCF, Analysis, Bonds, Financial Structuring, Credit, Valuation
Education
University of Southern California - Marshall School of Business 2009 — 2011
Full Time MBA, Finance and Investment Management
Brigham Young University 2000 — 2005
BA, Economics
Kevin A. Dickson, CPA, FCPA, CGMA's Trust Company of the West Experience 1991 - 1996
Job Partner at Dickson & Vanzant LLP, Certified Public Accountants
Industry Accounting
Experience
Dickson & Vanzant LLP September 2009 - Present
V Entertainment Group LLC 2008 - September 2009
Museum of Latin American Art 2008 - 2009
The Capital Group Companies January 1997 - February 2008
Capital International SA 2001 - 2003
Trust Company of the West 1991 - 1996
Deloitte & Touche 1979 - 1990
Skills
Strategy, Internal Controls, Accounting, Asset Managment, Talent Management, Financial Analysis, Business Process..., Management, Leadership, Consulting, Internal Audit, Mergers & Acquisitions, Time Management, Business Planning, Valuation, Outsourcing, Finance, Risk Management, Asset Management, Tax, Due Diligence, Corporate Finance, Analysis, Strategic Financial..., Forecasting, Managerial Finance, Auditing, Portfolio Management, Financial Accounting, Financial Services, Account Reconciliation, Investments, Budgets, Financial Modeling, Financial Reporting, Executive Management, Process Improvement, Financial Risk, Business Analysis, Management Consulting, Sarbanes-Oxley Act, Private Equity, Financial Statements, GAAP, SEC filings
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1976 — 1979
BA, Accounting
Dickson & Vanzant LLP September 2009 - Present
V Entertainment Group LLC 2008 - September 2009
Museum of Latin American Art 2008 - 2009
The Capital Group Companies January 1997 - February 2008
Capital International SA 2001 - 2003
Trust Company of the West 1991 - 1996
Deloitte & Touche 1979 - 1990
Skills
Strategy, Internal Controls, Accounting, Asset Managment, Talent Management, Financial Analysis, Business Process..., Management, Leadership, Consulting, Internal Audit, Mergers & Acquisitions, Time Management, Business Planning, Valuation, Outsourcing, Finance, Risk Management, Asset Management, Tax, Due Diligence, Corporate Finance, Analysis, Strategic Financial..., Forecasting, Managerial Finance, Auditing, Portfolio Management, Financial Accounting, Financial Services, Account Reconciliation, Investments, Budgets, Financial Modeling, Financial Reporting, Executive Management, Process Improvement, Financial Risk, Business Analysis, Management Consulting, Sarbanes-Oxley Act, Private Equity, Financial Statements, GAAP, SEC filings
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1976 — 1979
BA, Accounting
Bruce Simmons's Trust Company of the West Experience 1993 - 2001
Job Vice President Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors May 2007 - Present
Bank of New York Mellon September 2005 - April 2007
Mellon Financial 2005 - 2007
BNY Mellon Asset Servicing 2005 - 2007
Capstone Federal Credit Union 2003 - 2005
CUADPRO Marketing 2003 - 2005
State Street 2001 - 2003
Trust Company of the West 1993 - 2001
Skills
Mutual Funds, Asset Managment, Securities, Fixed Income, Equities, Portfolio Management, Investments, Valuation, Derivatives, Financial Analysis, Asset Allocation, Bloomberg, Financial Services, Asset Management, Finance, Investment Management, Hedge Funds, Wealth Management, Capital Markets, Private Equity, Financial Modeling, Investment Advisory, Investment Strategies, Emerging Markets, Trading, Due Diligence, Investment Banking, Strategic Financial..., Investor Relations, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Business
Bentley University 1985 — 1990
Bachelors, Accounting
Dimensional Fund Advisors May 2007 - Present
Bank of New York Mellon September 2005 - April 2007
Mellon Financial 2005 - 2007
BNY Mellon Asset Servicing 2005 - 2007
Capstone Federal Credit Union 2003 - 2005
CUADPRO Marketing 2003 - 2005
State Street 2001 - 2003
Trust Company of the West 1993 - 2001
Skills
Mutual Funds, Asset Managment, Securities, Fixed Income, Equities, Portfolio Management, Investments, Valuation, Derivatives, Financial Analysis, Asset Allocation, Bloomberg, Financial Services, Asset Management, Finance, Investment Management, Hedge Funds, Wealth Management, Capital Markets, Private Equity, Financial Modeling, Investment Advisory, Investment Strategies, Emerging Markets, Trading, Due Diligence, Investment Banking, Strategic Financial..., Investor Relations, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Business
Bentley University 1985 — 1990
Bachelors, Accounting
Adam LeSchack's Trust Company of the West Experience December 2007 - December 2012
Job Client Services Engineer at Abacus Group LLC
Industry Information Services
Experience
Abacus Group September 2013 - May 2015
20th Century Fox December 2012 - July 2013
Trust Company of the West December 2007 - December 2012
HigherGround Inc February 2007 - December 2007
EllieMae July 2005 - February 2007
DSL Extreme June 2003 - July 2005
Aish Los Angeles September 1999 - June 2003
Education
National Conservatory of Dramatic Arts
Associate's degree, Theatre/Theater
Abacus Group September 2013 - May 2015
20th Century Fox December 2012 - July 2013
Trust Company of the West December 2007 - December 2012
HigherGround Inc February 2007 - December 2007
EllieMae July 2005 - February 2007
DSL Extreme June 2003 - July 2005
Aish Los Angeles September 1999 - June 2003
Education
National Conservatory of Dramatic Arts
Associate's degree, Theatre/Theater
Brett Rowley's Trust Company of the West Experience November 2008 - Present
Job Managing Director / Emerging Markets Research
Industry Financial Services
Experience
Trust Company of the West November 2008 - Present
Pantera Capital Management, L.P. May 2006 - February 2008
Trust Company of the West July 1995 - May 2006
Skills
Investments, Economics, Analysis, Management, Emerging Markets, Research, Alternative Investments, Fixed Income, Hedge Funds, Portfolio Management, Bloomberg, Asset Management
Education
Brigham Young University 1991 — 1995
BA, Japanese
Sophia University 1993 — 1994
Japanese Studies
Trust Company of the West November 2008 - Present
Pantera Capital Management, L.P. May 2006 - February 2008
Trust Company of the West July 1995 - May 2006
Skills
Investments, Economics, Analysis, Management, Emerging Markets, Research, Alternative Investments, Fixed Income, Hedge Funds, Portfolio Management, Bloomberg, Asset Management
Education
Brigham Young University 1991 — 1995
BA, Japanese
Sophia University 1993 — 1994
Japanese Studies
Mona Eraiba's Trust Company of the West Experience
Job Senior Vice President at Trust Company of the West
Industry Financial Services
Experience
Trust Company of the West
Skills
Investments, Alternative Investments, Hedge Funds, Asset Management, Credit Analysis, Portfolio Management, Equity Research, Equities, Series 7, Capital Markets, Competitive Analysis, Valuation, Financial Modeling, Fixed Income, Private Equity, Bloomberg, Investment Management
Education
Columbia University - Columbia Business School
MBA, Finance and Marketing
Washington University in St. Louis
BSEE, Electronics & Computer Science
Trust Company of the West
Skills
Investments, Alternative Investments, Hedge Funds, Asset Management, Credit Analysis, Portfolio Management, Equity Research, Equities, Series 7, Capital Markets, Competitive Analysis, Valuation, Financial Modeling, Fixed Income, Private Equity, Bloomberg, Investment Management
Education
Columbia University - Columbia Business School
MBA, Finance and Marketing
Washington University in St. Louis
BSEE, Electronics & Computer Science
Dipaul Heng's Trust Company of the West Experience June 2000 - December 2001
Job Accountant/Performance Fee Specialist at Western Asset Management
Industry Investment Management
Experience
Western Asset Management June 2014 - Present
Western Asset Management June 2004 - December 2014
Western Asset Management December 2001 - June 2004
Trust Company of the West June 2000 - December 2001
Skills
Fixed Income, Mutual Funds, Hedge Funds, Bloomberg, Bloomberg Terminal, Financial Markets, Fund Accounting, Alternative Investments, Bonds, Derivatives
Education
California State University-Fullerton 1996 — 2000
BS, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 1996 — 2000
BA, Finance
Western Asset Management June 2014 - Present
Western Asset Management June 2004 - December 2014
Western Asset Management December 2001 - June 2004
Trust Company of the West June 2000 - December 2001
Skills
Fixed Income, Mutual Funds, Hedge Funds, Bloomberg, Bloomberg Terminal, Financial Markets, Fund Accounting, Alternative Investments, Bonds, Derivatives
Education
California State University-Fullerton 1996 — 2000
BS, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 1996 — 2000
BA, Finance
Alex Bonnett's Trust Company of the West Experience June 2009 - August 2009
Job Associate, Consumer Investment Banking at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
Demeter Group March 2013 - June 2014
Cowen and Company July 2010 - February 2013
Trust Company of the West June 2009 - August 2009
Financial Economics Institute, Claremont McKenna College June 2008 - May 2009
Skills
Financial Modeling, Mergers & Acquisitions, Investment Banking, Corporate Finance, Valuation, Financial Analysis, Mergers, Due Diligence, Bloomberg, Equities, Investments, Economics, Finance
Education
Claremont McKenna College 2009 — 2010
MA, Finance
Claremont McKenna College 2005 — 2009
BA, Financial Economics
Central Valley High School 2001 — 2005
Houlihan Lokey July 2014 - Present
Demeter Group March 2013 - June 2014
Cowen and Company July 2010 - February 2013
Trust Company of the West June 2009 - August 2009
Financial Economics Institute, Claremont McKenna College June 2008 - May 2009
Skills
Financial Modeling, Mergers & Acquisitions, Investment Banking, Corporate Finance, Valuation, Financial Analysis, Mergers, Due Diligence, Bloomberg, Equities, Investments, Economics, Finance
Education
Claremont McKenna College 2009 — 2010
MA, Finance
Claremont McKenna College 2005 — 2009
BA, Financial Economics
Central Valley High School 2001 — 2005
Kerry Eschwie's Trust Company of the West Experience 2005 - 2008
Job CLO Surveillance
Industry Capital Markets
Experience
Crescent Capital Group, LP June 2010 - 2011
Trust Company of the West 2005 - 2008
NORD/LB 2004 - 2005
Princeton Advisory Group 2003 - 2004
Moody's Investors Service 1995 - 2003
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance
Fordham University 1991 — 1995
BS, Finance
Crescent Capital Group, LP June 2010 - 2011
Trust Company of the West 2005 - 2008
NORD/LB 2004 - 2005
Princeton Advisory Group 2003 - 2004
Moody's Investors Service 1995 - 2003
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance
Fordham University 1991 — 1995
BS, Finance
Kenneth Ogami's Trust Company of the West Experience 2010 - 2011
Job AVP of Enterprise Infrastructure at Zenith Insurance Company
Industry Financial Services
Experience
Zenith Insurance Company (United States) 2011 - Present
Trust Company of the West 2010 - 2011
AIG SunAmerica 2000 - 2010
SBC Smartpages 2000 - 2000
Justice Telecom 1998 - 2000
Direct Marketing Experts 1996 - 1998
Skills
Project Management, .NET, Agile Methodologies, SDLC, Business Case, PMO, Vendor Management, Data Center, System Architecture, Operating Systems, Enterprise Architecture, Disaster Recovery, Software Development, IT Management, Outsourcing, Infrastructure, Virtualization, Databases, IT Operations, VMware, Business Continuity, Leadership, IT Strategy, Change Management, SaaS, Management, Program Management, Integration, Information Technology, Scrum, Business Intelligence
Education
California State University-Northridge
MIS
University of Phoenix
Bachelor of Science, Business Management
Zenith Insurance Company (United States) 2011 - Present
Trust Company of the West 2010 - 2011
AIG SunAmerica 2000 - 2010
SBC Smartpages 2000 - 2000
Justice Telecom 1998 - 2000
Direct Marketing Experts 1996 - 1998
Skills
Project Management, .NET, Agile Methodologies, SDLC, Business Case, PMO, Vendor Management, Data Center, System Architecture, Operating Systems, Enterprise Architecture, Disaster Recovery, Software Development, IT Management, Outsourcing, Infrastructure, Virtualization, Databases, IT Operations, VMware, Business Continuity, Leadership, IT Strategy, Change Management, SaaS, Management, Program Management, Integration, Information Technology, Scrum, Business Intelligence
Education
California State University-Northridge
MIS
University of Phoenix
Bachelor of Science, Business Management
Sarah James's Trust Company of the West Experience June 2008 - August 2008
Job Equity Research Analyst
Industry Investment Management
Experience
Wedbush Morgan Securities October 2009 - Present
Wedbush Morgan Securities July 2009 - September 2009
Poplar Forest LLC March 2009 - March 2009
Trust Company of the West June 2008 - August 2008
Lehman Brothers May 2005 - June 2007
UBS June 2004 - May 2005
Cowen and Company September 2002 - June 2004
Tucker Anthony Sutro Capital Makes May 2001 - September 2001
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Strategy and Finance
Florida State University 1998 — 2002
BS in Finance
Wedbush Morgan Securities October 2009 - Present
Wedbush Morgan Securities July 2009 - September 2009
Poplar Forest LLC March 2009 - March 2009
Trust Company of the West June 2008 - August 2008
Lehman Brothers May 2005 - June 2007
UBS June 2004 - May 2005
Cowen and Company September 2002 - June 2004
Tucker Anthony Sutro Capital Makes May 2001 - September 2001
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Strategy and Finance
Florida State University 1998 — 2002
BS in Finance
Nathan Cartwright's Trust Company of the West Experience August 2004 - January 2005
Job Independent Developer and Designer
Industry Internet
Experience
Mashdraggin March 2009 - Present
Clear Channel Communications, Inc June 2008 - February 2009
Resource Data Inc June 2005 - November 2007
Trust Company of the West August 2004 - January 2005
Nestlé USA March 1999 - July 2002
Interim Technologies November 1998 - February 1999
Productivity Point International August 1996 - January 1997
Skills
Digital Media, Social Media, Node.js, JavaScript, jQuery, jquery ui, C#, .NET, ASP.NET, VB.NET, VBA, Visual Studio, Visual Basic, HTML, CSS, Graphic Design, Web Applications, Microsoft SQL Server
Education
Ambassador University 1994 — 1996
La Canada High School
The University of Texas at San Antonio
Trinity University
Mashdraggin March 2009 - Present
Clear Channel Communications, Inc June 2008 - February 2009
Resource Data Inc June 2005 - November 2007
Trust Company of the West August 2004 - January 2005
Nestlé USA March 1999 - July 2002
Interim Technologies November 1998 - February 1999
Productivity Point International August 1996 - January 1997
Skills
Digital Media, Social Media, Node.js, JavaScript, jQuery, jquery ui, C#, .NET, ASP.NET, VB.NET, VBA, Visual Studio, Visual Basic, HTML, CSS, Graphic Design, Web Applications, Microsoft SQL Server
Education
Ambassador University 1994 — 1996
La Canada High School
The University of Texas at San Antonio
Trinity University
Husam Nazer's Trust Company of the West Experience September 1996 - December 2012
Job Co Founder Sword Capital Partners
Industry Financial Services
Experience
Sword Capital Partners July 2014 - Present
DoubleLine Capital LLC January 2013 - June 2014
Trust Company of the West September 1996 - December 2012
Skills
Equities, Equity Research, Portfolio Management, Asset Managment, Investments, Hedge Funds, Financial Services, Mutual Funds, Asset Management, Alternative Investments, Investment Strategies, Asset Allocation, Fixed Income, Investment Management, Bloomberg, Valuation, Private Equity
Education
University of Southern California 1997 — 2000
MBA
Boston University 1990 — 1994
BS, Biomedical Engineering
Sword Capital Partners July 2014 - Present
DoubleLine Capital LLC January 2013 - June 2014
Trust Company of the West September 1996 - December 2012
Skills
Equities, Equity Research, Portfolio Management, Asset Managment, Investments, Hedge Funds, Financial Services, Mutual Funds, Asset Management, Alternative Investments, Investment Strategies, Asset Allocation, Fixed Income, Investment Management, Bloomberg, Valuation, Private Equity
Education
University of Southern California 1997 — 2000
MBA
Boston University 1990 — 1994
BS, Biomedical Engineering
Bart Bixler's Trust Company of the West Experience April 2013 - April 2015
Job Senior Compliance Analyst at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management April 2015 - Present
The TCW Group February 2015 - April 2015
Trust Company of the West April 2013 - April 2015
The Capital Group Companies March 2012 - December 2012
Pacific Investment Management Company July 2010 - March 2012
Kinecta Federal Credit Union July 2009 - July 2010
Kinecta Federal Credit Union December 2005 - July 2009
Kinecta Federal Credit Union October 2003 - December 2005
Education
California State University-Long Beach 2004 — 2008
Bachelor's of Science, Business Finance - Financial Management & Investments
Redondo Union High School
Oaktree Capital Management April 2015 - Present
The TCW Group February 2015 - April 2015
Trust Company of the West April 2013 - April 2015
The Capital Group Companies March 2012 - December 2012
Pacific Investment Management Company July 2010 - March 2012
Kinecta Federal Credit Union July 2009 - July 2010
Kinecta Federal Credit Union December 2005 - July 2009
Kinecta Federal Credit Union October 2003 - December 2005
Education
California State University-Long Beach 2004 — 2008
Bachelor's of Science, Business Finance - Financial Management & Investments
Redondo Union High School
Jason Odom, CFA's Trust Company of the West Experience May 2008 - August 2008
Job MBA Candidate at University of Chicago Booth School of Business
Industry Investment Management
Experience
PIMCO August 2015 - Present
University of Chicago Booth School of Business August 2013 - June 2015
PIMCO June 2014 - August 2014
PIMCO January 2012 - July 2013
PIMCO April 2010 - January 2012
RSM McGladrey June 2009 - April 2010
Trust Company of the West May 2008 - August 2008
Edward Jones August 2007 - December 2007
Wachovia Securities Financial Network May 2006 - September 2006
Education
Azusa Pacific University 2005 — 2009
Bachelor of Science, Finance
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
PIMCO August 2015 - Present
University of Chicago Booth School of Business August 2013 - June 2015
PIMCO June 2014 - August 2014
PIMCO January 2012 - July 2013
PIMCO April 2010 - January 2012
RSM McGladrey June 2009 - April 2010
Trust Company of the West May 2008 - August 2008
Edward Jones August 2007 - December 2007
Wachovia Securities Financial Network May 2006 - September 2006
Education
Azusa Pacific University 2005 — 2009
Bachelor of Science, Finance
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Thomas Ferguson's Trust Company of the West Experience 1987 - 1993
Job Owner at Ferguson Capital Advisors
Industry Investment Management
Experience
Ferguson Capital Advisors January 2012 - Present
Sierra West Companies November 2011 - September 2013
The Middlebury Group 2010 - 2012
Ledgemont Capital Group 2006 - 2010
Bradford Equities LLC 1993 - 2005
Trust Company of the West 1987 - 1993
Fidelity Bank 1982 - 1987
Skills
Mergers, Sourcing, Contract Negotiation, Strategic Planning, Due Diligence, Business Strategy, Mergers & Acquisitions, Capital Markets, Management, Securities, Real Estate, Equities, Mutual Funds, Private Equity, Loans, Capital, Marketing, Alternative Investments, Portfolio Management
Education
Denison University 1978 — 1981
B,A, English
The Lawrenceville School 1973 — 1977
Ferguson Capital Advisors January 2012 - Present
Sierra West Companies November 2011 - September 2013
The Middlebury Group 2010 - 2012
Ledgemont Capital Group 2006 - 2010
Bradford Equities LLC 1993 - 2005
Trust Company of the West 1987 - 1993
Fidelity Bank 1982 - 1987
Skills
Mergers, Sourcing, Contract Negotiation, Strategic Planning, Due Diligence, Business Strategy, Mergers & Acquisitions, Capital Markets, Management, Securities, Real Estate, Equities, Mutual Funds, Private Equity, Loans, Capital, Marketing, Alternative Investments, Portfolio Management
Education
Denison University 1978 — 1981
B,A, English
The Lawrenceville School 1973 — 1977
Brian Daly's Trust Company of the West Experience December 2014 - Present
Job Managing Director at Trust Company of the West
Industry Financial Services
Experience
Trust Company of the West December 2014 - Present
Babson Capital Management June 2012 - May 2014
Conning Asset Management August 2008 - July 2012
Trust Company of the West April 1992 - February 2008
Axel Johnson Inc. September 1987 - April 1992
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Finance
Rensselaer Polytechnic Institute 1982 — 1985
BS, Mechancial Engineering
Trust Company of the West December 2014 - Present
Babson Capital Management June 2012 - May 2014
Conning Asset Management August 2008 - July 2012
Trust Company of the West April 1992 - February 2008
Axel Johnson Inc. September 1987 - April 1992
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Finance
Rensselaer Polytechnic Institute 1982 — 1985
BS, Mechancial Engineering
Marina Shamaly's Trust Company of the West Experience January 2004 - March 2006
Job Buyer
Industry Financial Services
Experience
UCLA March 2008 - March 2009
Spark Networks March 2006 - October 2007
Trust Company of the West January 2004 - March 2006
Skills
Six Sigma
Education
UCLA Anderson School of Management 2008 — 2009
California State University-Northridge 1997 — 2001
Bachelor's
UCLA March 2008 - March 2009
Spark Networks March 2006 - October 2007
Trust Company of the West January 2004 - March 2006
Skills
Six Sigma
Education
UCLA Anderson School of Management 2008 — 2009
California State University-Northridge 1997 — 2001
Bachelor's
Rachel Tranter's Trust Company of the West Experience April 2006 - September 2007
Job Director of Development at Itineris, Inc.
Industry Health, Wellness and Fitness
Experience
Itineris, Inc. August 2014 - Present
The Odyssey School 2010 - July 2014
Maxim Healthcare Services 2008 - 2009
The Shelter Group October 2007 - April 2008
Trust Company of the West April 2006 - September 2007
StoreBoard Media LLC December 2005 - April 2006
D.E. Shaw 2005 - 2005
Skills
Nonprofits, Event Planning, Fundraising, Leadership, Research, Microsoft Office, Finance
Education
Amherst College 2001 — 2005
Bachelor of Arts, History & Spanish
Friends School of Baltimore 1986 — 2001
The Johns Hopkins University - Carey Business School
Itineris, Inc. August 2014 - Present
The Odyssey School 2010 - July 2014
Maxim Healthcare Services 2008 - 2009
The Shelter Group October 2007 - April 2008
Trust Company of the West April 2006 - September 2007
StoreBoard Media LLC December 2005 - April 2006
D.E. Shaw 2005 - 2005
Skills
Nonprofits, Event Planning, Fundraising, Leadership, Research, Microsoft Office, Finance
Education
Amherst College 2001 — 2005
Bachelor of Arts, History & Spanish
Friends School of Baltimore 1986 — 2001
The Johns Hopkins University - Carey Business School
Daniel Reedy's Trust Company of the West Experience August 1998 - Present
Job Developer/Architect at Trust Company of the West
Industry Information Technology and Services
Experience
Trust Company of the West August 1998 - Present
Skills
.NET, Agile, SQL, C#, SQL Server
Education
Ambassador University 1986 — 1991
BA, Theology/Theological Studies
Trust Company of the West August 1998 - Present
Skills
.NET, Agile, SQL, C#, SQL Server
Education
Ambassador University 1986 — 1991
BA, Theology/Theological Studies
Nick Agliata Jr's Trust Company of the West Experience 1991 - 1995
Job President at FB Investors
Industry Financial Services
Experience
FB Investors April 2003 - Present
Driehaus Capital Management December 1995 - November 2002
Trust Company of the West 1991 - 1995
Skills
Small Business, Private Equity, Investments, Venture Capital, Risk Assessment, Bank &...
Education
De Paul University 1982 — 1984
Master of Business Administration (MBA), Finance
Bradley University 1979 — 1981
Bachelor's degree, Finance, General
FB Investors April 2003 - Present
Driehaus Capital Management December 1995 - November 2002
Trust Company of the West 1991 - 1995
Skills
Small Business, Private Equity, Investments, Venture Capital, Risk Assessment, Bank &...
Education
De Paul University 1982 — 1984
Master of Business Administration (MBA), Finance
Bradley University 1979 — 1981
Bachelor's degree, Finance, General
Ant Raab's Trust Company of the West Experience June 2003 - April 2007
Job Hedge Fund Analyst at Masters Capital
Industry Financial Services
Experience
Masters Capital Management, LLC January 2015 - Present
Perimeter Capital Partners August 2007 - December 2014
Trust Company of the West June 2003 - April 2007
Education
Duke University 1999 — 2003
BA, Economics
St Stithians
Masters Capital Management, LLC January 2015 - Present
Perimeter Capital Partners August 2007 - December 2014
Trust Company of the West June 2003 - April 2007
Education
Duke University 1999 — 2003
BA, Economics
St Stithians
James Killmond's Trust Company of the West Experience 2006 - 2008
Job Of Counsel at Wilson Sonsini Goodrich & Rosati, Professional Corporation
Industry Law Practice
Experience
Trust Company of the West 2006 - 2008
Education
Columbia University School of Law 1996 — 1999
JD
University of Chicago 1991 — 1993
MBA
Dartmouth College 1983 — 1987
AB
Trust Company of the West 2006 - 2008
Education
Columbia University School of Law 1996 — 1999
JD
University of Chicago 1991 — 1993
MBA
Dartmouth College 1983 — 1987
AB
Anthony Garcia's Trust Company of the West Experience April 2013 - Present
Job Vice President, Fixed Income Group at TCW
Industry Investment Management
Experience
Trust Company of the West April 2013 - Present
Bank of America Merrill Lynch October 2009 - March 2013
Wells Fargo February 2009 - October 2009
Barclays Capital July 2008 - January 2009
Morgan Stanley June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Credit, Investment Banking, Valuation, Finance, Credit Analysis, Asset Management, Investment Management, Leadership, Non-profit Volunteer, Fixed Income, Bloomberg, Capital Markets, Equities, Portfolio Management, Microsoft Excel
Education
University of California, Berkeley, Haas School of Business 2006 — 2008
Bachelor of Science, Business Administration
Diablo Valley College 2003 — 2006
Associate of Arts (A.A.), Business Administration
Trust Company of the West April 2013 - Present
Bank of America Merrill Lynch October 2009 - March 2013
Wells Fargo February 2009 - October 2009
Barclays Capital July 2008 - January 2009
Morgan Stanley June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Credit, Investment Banking, Valuation, Finance, Credit Analysis, Asset Management, Investment Management, Leadership, Non-profit Volunteer, Fixed Income, Bloomberg, Capital Markets, Equities, Portfolio Management, Microsoft Excel
Education
University of California, Berkeley, Haas School of Business 2006 — 2008
Bachelor of Science, Business Administration
Diablo Valley College 2003 — 2006
Associate of Arts (A.A.), Business Administration
Daniel Dy's Trust Company of the West Experience June 2009 - Present
Job Assistant Vice President at TCW
Industry Financial Services
Experience
Trust Company of the West June 2009 - Present
Education
Claremont McKenna College 2005 — 2009
B.A., Economics-Accounting
Trust Company of the West June 2009 - Present
Education
Claremont McKenna College 2005 — 2009
B.A., Economics-Accounting
Pete Oakley's Trust Company of the West Experience 1996 - 1998
Job Vista Display Products
Industry Plastics
Experience
Vista Display Products June 2009 - Present
Red Mountain Retail Group March 2007 - June 2009
Crest Net Lease/Realty Income 2001 - 2006
Trust Company of the West 1996 - 1998
Hanes Investment Realty Inc. 1988 - 1991
M.H. Whittier Trust Company 1985 - 1988
Ernst & Young 1982 - 1985
Skills
Disposition, Loans, Due Diligence, Investment Properties, Mergers & Acquisitions, Financial Reporting, Real Estate, Real Estate Development, Portfolio Management, Property Management, Real Estate Economics, Commercial Real Estate, Management, Asset Management, Real Estate Transactions, Investments, Leases, Corporate Real Estate, Brokerage, Acquisitions, Foreclosures, Land Acquisition, Negotiation, Dispositions
Education
California State Polytechnic University-Pomona 1979 — 1983
BS, Business Administration
Vista Display Products June 2009 - Present
Red Mountain Retail Group March 2007 - June 2009
Crest Net Lease/Realty Income 2001 - 2006
Trust Company of the West 1996 - 1998
Hanes Investment Realty Inc. 1988 - 1991
M.H. Whittier Trust Company 1985 - 1988
Ernst & Young 1982 - 1985
Skills
Disposition, Loans, Due Diligence, Investment Properties, Mergers & Acquisitions, Financial Reporting, Real Estate, Real Estate Development, Portfolio Management, Property Management, Real Estate Economics, Commercial Real Estate, Management, Asset Management, Real Estate Transactions, Investments, Leases, Corporate Real Estate, Brokerage, Acquisitions, Foreclosures, Land Acquisition, Negotiation, Dispositions
Education
California State Polytechnic University-Pomona 1979 — 1983
BS, Business Administration
Alan Koepplin's Trust Company of the West Experience 2001 - 2003
Job CEO/CIO Koepplin Family Trust
Industry Investment Management
Experience
HSBC Retail Banking and Wealth Management March 2013 - May 2014
Wells Fargo Advisors LLC June 2010 - March 2013
Carret Asset Management 2003 - 2008
Trust Company of the West 2001 - 2003
SG Cowen Asset Management 1995 - 2001
BNY Mellon 1985 - 1992
Skills
Portfolio Management, Finance, Investments, Equities, Mutual Funds, Asset Management, Management, Fixed Income, Asset Allocation, Securities, Series 7, Wealth Management
Education
Adelphi University 1985 — 1987
MS, Finance
LIU Post 1974 — 1977
BS Finance, Finance, General
HSBC Retail Banking and Wealth Management March 2013 - May 2014
Wells Fargo Advisors LLC June 2010 - March 2013
Carret Asset Management 2003 - 2008
Trust Company of the West 2001 - 2003
SG Cowen Asset Management 1995 - 2001
BNY Mellon 1985 - 1992
Skills
Portfolio Management, Finance, Investments, Equities, Mutual Funds, Asset Management, Management, Fixed Income, Asset Allocation, Securities, Series 7, Wealth Management
Education
Adelphi University 1985 — 1987
MS, Finance
LIU Post 1974 — 1977
BS Finance, Finance, General
Samantha Holroyd's Trust Company of the West Experience January 2006 - February 2009
Job Technical Director, Experienced Oil and Gas Executive
Industry Oil & Energy
Experience
Denham Capital September 2011 - Present
Shell January 2009 - August 2011
Trust Company of the West January 2006 - February 2009
Ryder Scott 1997 - 2006
Range Resources 1995 - 1998
ARCO Oil & Gas May 1991 - January 1995
Skills
Gas, Oil/Gas, Renewable Energy, Corporate Finance, Oil & Gas Industry, Investments, Divestitures, Energy, Natural Gas, Valuation, Drilling, Financial Modeling, Petroleum, Joint Ventures, Strategic Planning, Petroleum Engineering, M&A experience, Due Diligence, Completion, Upstream, Pipelines, Offshore Drilling, Investor Relations, Financial Analysis, Business Strategy, Reserves, Mergers & Acquisitions, Portfolio Management, Private Equity, Economics, Downstream Oil & Gas, Venture Capital, Business Development, Energy Industry, Project Management, Corporate Development, Project Finance, Risk Management, Acquisitions, Commodity, Commodity Markets, Onshore, Geology, Investment Banking, Contract Negotiation, Oilfield, LNG, Capital Markets, Mergers, Equities
Education
Colorado School of Mines 1987 — 1991
BS, Petroleum Engineering
Denham Capital September 2011 - Present
Shell January 2009 - August 2011
Trust Company of the West January 2006 - February 2009
Ryder Scott 1997 - 2006
Range Resources 1995 - 1998
ARCO Oil & Gas May 1991 - January 1995
Skills
Gas, Oil/Gas, Renewable Energy, Corporate Finance, Oil & Gas Industry, Investments, Divestitures, Energy, Natural Gas, Valuation, Drilling, Financial Modeling, Petroleum, Joint Ventures, Strategic Planning, Petroleum Engineering, M&A experience, Due Diligence, Completion, Upstream, Pipelines, Offshore Drilling, Investor Relations, Financial Analysis, Business Strategy, Reserves, Mergers & Acquisitions, Portfolio Management, Private Equity, Economics, Downstream Oil & Gas, Venture Capital, Business Development, Energy Industry, Project Management, Corporate Development, Project Finance, Risk Management, Acquisitions, Commodity, Commodity Markets, Onshore, Geology, Investment Banking, Contract Negotiation, Oilfield, LNG, Capital Markets, Mergers, Equities
Education
Colorado School of Mines 1987 — 1991
BS, Petroleum Engineering
Len Tateyama's Trust Company of the West Experience 2003 - 2009
Job District Director of Information Technology at the Coast Community College District
Industry Education Management
Experience
Coast Community College District October 2014 - Present
Ares Management, LLC 2010 - September 2014
Apollo Enterprise Solutions 2009 - 2009
Trust Company of the West 2003 - 2009
Trust Company of the West 1998 - 2003
Trust Company of the West 1994 - 1998
Trust Company of the West 1993 - 1994
Skills
Networking, IT Strategy, Data Center, Disaster Recovery, Risk Management, Vendor Management, Business Analysis, Infrastructure, IT Management, SDLC, Enterprise Architecture, Integration, Security, ITIL, Information Technology
Education
California State University-Chico
Computer Science
Coast Community College District October 2014 - Present
Ares Management, LLC 2010 - September 2014
Apollo Enterprise Solutions 2009 - 2009
Trust Company of the West 2003 - 2009
Trust Company of the West 1998 - 2003
Trust Company of the West 1994 - 1998
Trust Company of the West 1993 - 1994
Skills
Networking, IT Strategy, Data Center, Disaster Recovery, Risk Management, Vendor Management, Business Analysis, Infrastructure, IT Management, SDLC, Enterprise Architecture, Integration, Security, ITIL, Information Technology
Education
California State University-Chico
Computer Science
Pete Bakulic's Trust Company of the West Experience October 1996 - October 2001
Job IT Professional
Industry Law Practice
Experience
Paul Hastings October 2005 - Present
Mellon Bank October 2001 - October 2005
Trust Company of the West October 1996 - October 2001
Education
California State Polytechnic University-Pomona
Microbiology, Medical Technology
Fullerton College
AS Medical Technology
Paul Hastings October 2005 - Present
Mellon Bank October 2001 - October 2005
Trust Company of the West October 1996 - October 2001
Education
California State Polytechnic University-Pomona
Microbiology, Medical Technology
Fullerton College
AS Medical Technology
Robert Ward, MBA's Trust Company of the West Experience March 1998 - June 1999
Job Procurement and Asset Manager at Sheppard Mullin Richter & Hampton LLP
Industry Information Technology and Services
Experience
Sheppard Mullin Richter & Hampton LLP September 2015 - Present
Sheppard Mullin Richter & Hampton LLP January 2014 - September 2015
Balboa Island Management June 2006 - July 2014
Sheppard Mullin Richter & Hampton LLP March 2013 - January 2014
O'Melveny & Myers LLP November 2010 - March 2013
Volt May 2010 - November 2010
EMI Music June 2007 - July 2009
Yoh, A Day & Zimmermann Company December 2006 - June 2007
EMI Music June 1999 - October 2004
Trust Company of the West March 1998 - June 1999
Skills
Team Management, Windows, Project Management, Vendor Management, Budgets, Troubleshooting, ITIL, Integration, Operating Systems, Customer Service, Active Directory, Microsoft Office, ERP, ITIL v3 Foundations..., HDI, IT Service Management, Data Center, IT Management, SharePoint, Strategic Planning, System Administration, Change Management, Hardware, Management, Citrix
Education
Baker College Center for Graduate Studies 2013 — 2018
Doctor of Business Administration, Business Administration, Management and Operations
Baker College Center for Graduate Studies 2005 — 2008
Master of Business Administration (MBA), Business Administration and Management, General, 3.9
Weber State University 1986 — 1990
Bachelor of Arts (B.A.), French and Art (Dual Majors), 3.42
Sheppard Mullin Richter & Hampton LLP September 2015 - Present
Sheppard Mullin Richter & Hampton LLP January 2014 - September 2015
Balboa Island Management June 2006 - July 2014
Sheppard Mullin Richter & Hampton LLP March 2013 - January 2014
O'Melveny & Myers LLP November 2010 - March 2013
Volt May 2010 - November 2010
EMI Music June 2007 - July 2009
Yoh, A Day & Zimmermann Company December 2006 - June 2007
EMI Music June 1999 - October 2004
Trust Company of the West March 1998 - June 1999
Skills
Team Management, Windows, Project Management, Vendor Management, Budgets, Troubleshooting, ITIL, Integration, Operating Systems, Customer Service, Active Directory, Microsoft Office, ERP, ITIL v3 Foundations..., HDI, IT Service Management, Data Center, IT Management, SharePoint, Strategic Planning, System Administration, Change Management, Hardware, Management, Citrix
Education
Baker College Center for Graduate Studies 2013 — 2018
Doctor of Business Administration, Business Administration, Management and Operations
Baker College Center for Graduate Studies 2005 — 2008
Master of Business Administration (MBA), Business Administration and Management, General, 3.9
Weber State University 1986 — 1990
Bachelor of Arts (B.A.), French and Art (Dual Majors), 3.42
Korey Aiken's Trust Company of the West Experience February 2008 - Present
Job Information Systems NCO at US Army
Industry Information Technology and Services
Experience
Trust Company of the West February 2008 - Present
US Army January 1993 - Present
Skills
Disaster Recovery, Active Directory
Education
DeVry University-California
Mt. San Antonio College
Trust Company of the West February 2008 - Present
US Army January 1993 - Present
Skills
Disaster Recovery, Active Directory
Education
DeVry University-California
Mt. San Antonio College
Uchenna J. Ibekwe's Trust Company of the West Experience 2011 - 2012
Job Vice President at Citi
Industry Financial Services
Experience
Citi 2012 - Present
Trust Company of the West 2011 - 2012
Overseas Private Investment Corporation 2010 - 2010
Imara Capital 2009 - 2010
GE Capital 2009 - 2009
Munger, Tolles & Olson LLP 2007 - 2008
Education Program for Gifted Youth (EPGY) 2007 - 2007
Skills
Private Funds, Corporate Law, Investment Management, Legal Research, Policy, Management, AML, Credit Cards, USA PATRIOT Act, Bank Secrecy Act, Mobile Payments, Emerging Payments
Education
Columbia University School of Law 2008 — 2011
Juris Doctor
Stanford University 2006 — 2007
Master of Arts
Stanford University 2003 — 2007
Bachelor of Arts
Sciences Po Paris
Law
Université Panthéon Sorbonne (Paris I)
Law
Citi 2012 - Present
Trust Company of the West 2011 - 2012
Overseas Private Investment Corporation 2010 - 2010
Imara Capital 2009 - 2010
GE Capital 2009 - 2009
Munger, Tolles & Olson LLP 2007 - 2008
Education Program for Gifted Youth (EPGY) 2007 - 2007
Skills
Private Funds, Corporate Law, Investment Management, Legal Research, Policy, Management, AML, Credit Cards, USA PATRIOT Act, Bank Secrecy Act, Mobile Payments, Emerging Payments
Education
Columbia University School of Law 2008 — 2011
Juris Doctor
Stanford University 2006 — 2007
Master of Arts
Stanford University 2003 — 2007
Bachelor of Arts
Sciences Po Paris
Law
Université Panthéon Sorbonne (Paris I)
Law
David Doan's Trust Company of the West Experience 2010 - Present
Job Investment Management Professional
Industry Investment Management
Experience
Trust Company of the West 2010 - Present
Metropolitan West Asset Management 2005 - 2007
Skills
Hedge Funds, Equities, Fixed Income, Analytics, Competitive Analysis, Private Equity, Alternative Investments, Financial Analysis, Valuation
Education
Columbia University - Columbia Business School 2008 — 2009
MBA, Finance and Economics
Trust Company of the West 2010 - Present
Metropolitan West Asset Management 2005 - 2007
Skills
Hedge Funds, Equities, Fixed Income, Analytics, Competitive Analysis, Private Equity, Alternative Investments, Financial Analysis, Valuation
Education
Columbia University - Columbia Business School 2008 — 2009
MBA, Finance and Economics
sudha sethuraman, CFA's Trust Company of the West Experience January 2006 - April 2006
Job Portfolio Risk Manager at Western Asset Management
Industry Investment Management
Experience
Western Asset Management July 2011 - Present
Western Asset Management June 2007 - July 2011
Advisor Software May 2006 - August 2006
Trust Company of the West January 2006 - April 2006
Skills
Bloomberg, Emerging Markets, Asset Management, Financial Modeling, Portfolio Management, Financial Analysis, Financial Risk, Structured Finance, SAS, Credit Risk, Valuation, Microsoft SQL Server, C++, Trading, Analysis, Fixed Income, Finance, Market Risk, Derivatives, Securities, Interest Rates
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2005 — 2007
Master of Science (M.S.), Financial Engineering, 3.87
Ohio University 2004 — 2005
Master of Business Administration (MBA), Finance, General, 3.78
PSG College of Technology 2000 — 2004
Bachelor of Engineering (B.E.), Information Technology, 3.84
Western Asset Management July 2011 - Present
Western Asset Management June 2007 - July 2011
Advisor Software May 2006 - August 2006
Trust Company of the West January 2006 - April 2006
Skills
Bloomberg, Emerging Markets, Asset Management, Financial Modeling, Portfolio Management, Financial Analysis, Financial Risk, Structured Finance, SAS, Credit Risk, Valuation, Microsoft SQL Server, C++, Trading, Analysis, Fixed Income, Finance, Market Risk, Derivatives, Securities, Interest Rates
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2005 — 2007
Master of Science (M.S.), Financial Engineering, 3.87
Ohio University 2004 — 2005
Master of Business Administration (MBA), Finance, General, 3.78
PSG College of Technology 2000 — 2004
Bachelor of Engineering (B.E.), Information Technology, 3.84
Aseem Vyas's Trust Company of the West Experience June 2006 - August 2006
Job
Industry
Experience
Barclays Capital July 2009 - August 2009
Barclay's Capital September 2008 - November 2008
Financial Economics Institute October 2006 - May 2008
Barclays Capital June 2007 - August 2007
Trust Company of the West June 2006 - August 2006
Project on Managing the Atom (MTA), Kennedy School of Government, Harvard University June 2005 - July 2005
Skills
Valuation
Education
Claremont McKenna College 2004 — 2008
B.A, Economics, with Financial Economics Sequence
Santa Susana High School 2000 — 2004
Barclays Capital July 2009 - August 2009
Barclay's Capital September 2008 - November 2008
Financial Economics Institute October 2006 - May 2008
Barclays Capital June 2007 - August 2007
Trust Company of the West June 2006 - August 2006
Project on Managing the Atom (MTA), Kennedy School of Government, Harvard University June 2005 - July 2005
Skills
Valuation
Education
Claremont McKenna College 2004 — 2008
B.A, Economics, with Financial Economics Sequence
Santa Susana High School 2000 — 2004
Ara Demirjian's Trust Company of the West Experience June 2010 - August 2010
Job Analyst at Compass Lexecon
Industry Financial Services
Experience
Compass Lexecon March 2012 - Present
Trust Company of the West June 2010 - August 2010
Index Funds Advisors, Inc. June 2006 - June 2009
Skills
Valuation, Econometrics, Investments, Equities, Financial Modeling, Financial Analysis, Portfolio Management, Analysis, Economics, Microsoft Excel, Corporate Finance, Management, Mutual Funds, Finance
Education
Claremont McKenna College 2010 — 2011
Master's, Finance
University of California, Irvine 2006 — 2010
Bachelor's, Business Economics
The London School of Economics and Political Science (LSE) 2009 — 2009
Finance
Sage Hill School 2002 — 2006
Compass Lexecon March 2012 - Present
Trust Company of the West June 2010 - August 2010
Index Funds Advisors, Inc. June 2006 - June 2009
Skills
Valuation, Econometrics, Investments, Equities, Financial Modeling, Financial Analysis, Portfolio Management, Analysis, Economics, Microsoft Excel, Corporate Finance, Management, Mutual Funds, Finance
Education
Claremont McKenna College 2010 — 2011
Master's, Finance
University of California, Irvine 2006 — 2010
Bachelor's, Business Economics
The London School of Economics and Political Science (LSE) 2009 — 2009
Finance
Sage Hill School 2002 — 2006
Evan Harwood's Trust Company of the West Experience August 2006 - February 2010
Job Vice President at Equity Group Investments
Industry Investment Management
Experience
Equity Group Investments May 2010 - Present
Trust Company of the West August 2006 - February 2010
Citigroup July 2004 - June 2006
Skills
Investment Banking, Financial Modeling, Private Equity, Asset Management, Due Diligence, Valuation, Capital Markets, Corporate Finance, Investments, Hedge Funds, Portfolio Management, Alternative Investments, Bloomberg, LBO, Equity Research, Equity Valuation, Equities, Fixed Income
Education
Emory University - Goizueta Business School 2000 — 2004
BBA, Finance / Accounting
Equity Group Investments May 2010 - Present
Trust Company of the West August 2006 - February 2010
Citigroup July 2004 - June 2006
Skills
Investment Banking, Financial Modeling, Private Equity, Asset Management, Due Diligence, Valuation, Capital Markets, Corporate Finance, Investments, Hedge Funds, Portfolio Management, Alternative Investments, Bloomberg, LBO, Equity Research, Equity Valuation, Equities, Fixed Income
Education
Emory University - Goizueta Business School 2000 — 2004
BBA, Finance / Accounting
Benjamin Veit's Trust Company of the West Experience 1995 - 1999
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock June 2005 - Present
Hyperion Brookfield Asset Management May 2000 - June 2005
American Re Asset Management September 1999 - May 2000
Trust Company of the West 1995 - 1999
Continental Asset Management November 1985 - January 1996
Skills
Fixed Income
Education
Baruch College, City University of New York (CUNY)
Post-MBA, Computer Methodologies
University of Toronto
BSc, Computer Science
York University - Schulich School of Business
MBA, Information Systems
BlackRock June 2005 - Present
Hyperion Brookfield Asset Management May 2000 - June 2005
American Re Asset Management September 1999 - May 2000
Trust Company of the West 1995 - 1999
Continental Asset Management November 1985 - January 1996
Skills
Fixed Income
Education
Baruch College, City University of New York (CUNY)
Post-MBA, Computer Methodologies
University of Toronto
BSc, Computer Science
York University - Schulich School of Business
MBA, Information Systems
Christina Balian's Trust Company of the West Experience February 2010 - December 2014
Job Project Specialist at Giant Magellan Telescope Organization
Industry Investment Management
Experience
Giant Magellan Telescope Organization February 2015 - Present
Trust Company of the West February 2010 - December 2014
ZS Associates May 2009 - February 2010
Southwest Regional Council of Carpenters May 2000 - October 2006
Skills
Asset Management, Investments, Equities, Portfolio Management, Grant Preparation, Financial Analysis, Alternative Investments, Hedge Funds, Mutual Funds, Strategic Planning, Valuation
Education
California State University-Los Angeles 2014 — 2016
Master of Science (M.S.), Public Administration and Social Service Professions
UCLA 2005 — 2007
Bachelor of Arts (B.A.), Political Science
Giant Magellan Telescope Organization February 2015 - Present
Trust Company of the West February 2010 - December 2014
ZS Associates May 2009 - February 2010
Southwest Regional Council of Carpenters May 2000 - October 2006
Skills
Asset Management, Investments, Equities, Portfolio Management, Grant Preparation, Financial Analysis, Alternative Investments, Hedge Funds, Mutual Funds, Strategic Planning, Valuation
Education
California State University-Los Angeles 2014 — 2016
Master of Science (M.S.), Public Administration and Social Service Professions
UCLA 2005 — 2007
Bachelor of Arts (B.A.), Political Science
Courtney Mills's Trust Company of the West Experience June 2012 - August 2012
Job Analyst @ Visa
Industry Management Consulting
Experience
Visa January 2015 - Present
FABERNOVEL June 2013 - January 2015
Read With Me August 2011 - July 2013
Colgate University August 2012 - May 2013
Trust Company of the West June 2012 - August 2012
The Walt Disney Company May 2011 - August 2011
Skills
Research, Social Media, Leadership, Strategy, Marketing, Press Releases, Microsoft Office, Public Relations, Spanish, Financial Analysis, Start-ups, Market Entry, Competitive Analysis, Data Analysis, Entrepreneurship, Analysis
Education
Colgate University 2009 — 2013
Bachelor of Arts (BA), Economics
Visa January 2015 - Present
FABERNOVEL June 2013 - January 2015
Read With Me August 2011 - July 2013
Colgate University August 2012 - May 2013
Trust Company of the West June 2012 - August 2012
The Walt Disney Company May 2011 - August 2011
Skills
Research, Social Media, Leadership, Strategy, Marketing, Press Releases, Microsoft Office, Public Relations, Spanish, Financial Analysis, Start-ups, Market Entry, Competitive Analysis, Data Analysis, Entrepreneurship, Analysis
Education
Colgate University 2009 — 2013
Bachelor of Arts (BA), Economics
Jay Gibbons's Trust Company of the West Experience 2000 - 2011
Job Hedge Fund Manager
Industry Investment Management
Experience
Swanson River Capital Partners LP Investment ConsultantGibbons Consulting2011 - 2012
Trust Company of the West 2000 - 2011
Odin Partners 1998 - 2000
Merrill Lynch 1996 - 1998
Bear Stearns 1993 - 1996
Skills
Investment Strategies, Equities, Portfolio Management, Equity Research, Client Communication, Marketing
Education
Bowdoin College
Bachelor of Arts (B.A.), Biochemistry
Brunswick School
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Swanson River Capital Partners LP Investment ConsultantGibbons Consulting2011 - 2012
Trust Company of the West 2000 - 2011
Odin Partners 1998 - 2000
Merrill Lynch 1996 - 1998
Bear Stearns 1993 - 1996
Skills
Investment Strategies, Equities, Portfolio Management, Equity Research, Client Communication, Marketing
Education
Bowdoin College
Bachelor of Arts (B.A.), Biochemistry
Brunswick School
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Mhair Orchanian's Trust Company of the West Experience October 2012 - Present
Job Risk Analyst at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West October 2012 - Present
(Self-Employed) September 2002 - Present
California Institute of Technology September 2007 - June 2012
California Institute of Technology September 2006 - May 2007
Skills
Physics, Numerical Analysis, LaTeX, Experimentation, Simulations, Science, Scientific Computing, Monte Carlo Simulation, Mathematical Modeling, Mathematica
Education
California Institute of Technology 2007 — 2012
Doctor of Philosophy, Experimental Particle Physics
California Institute of Technology 2001 — 2005
Bachelor of Science with Honor, Applied Physics
Trust Company of the West October 2012 - Present
(Self-Employed) September 2002 - Present
California Institute of Technology September 2007 - June 2012
California Institute of Technology September 2006 - May 2007
Skills
Physics, Numerical Analysis, LaTeX, Experimentation, Simulations, Science, Scientific Computing, Monte Carlo Simulation, Mathematical Modeling, Mathematica
Education
California Institute of Technology 2007 — 2012
Doctor of Philosophy, Experimental Particle Physics
California Institute of Technology 2001 — 2005
Bachelor of Science with Honor, Applied Physics
Blake Perry, MBA's Trust Company of the West Experience June 2011 - August 2011
Job Head of Framework Music Management LLC
Industry Entertainment
Experience
Framework Music Management LLC May 2013 - Present
Sony Music Entertainment October 2012 - December 2012
Trust Company of the West June 2011 - August 2011
Wall Street Property Group May 2005 - August 2005
Skills
Management, Strategy, Brand Management, Product Marketing, Market Analysis, Market Research, Brand Developement, Marketing, Pivot Tables, Financial Modeling, Valuation, Due Diligence, Equities, Equity Research, Financial Analysis, Investments, Corporate Finance, Industry Analysis, Business Strategy, Microsoft Office, Statistics, Excel, Financial Accounting, Research, Accounting, PowerPoint, Investment Strategies, Firm Valuation, Financial Markets, Industry Research, DCF, Leadership
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2010 — 2012
MBA, Finance & Strategy, 3.84
San Diego State University-California State University 2002 — 2005
B.A., Public Administration
Framework Music Management LLC May 2013 - Present
Sony Music Entertainment October 2012 - December 2012
Trust Company of the West June 2011 - August 2011
Wall Street Property Group May 2005 - August 2005
Skills
Management, Strategy, Brand Management, Product Marketing, Market Analysis, Market Research, Brand Developement, Marketing, Pivot Tables, Financial Modeling, Valuation, Due Diligence, Equities, Equity Research, Financial Analysis, Investments, Corporate Finance, Industry Analysis, Business Strategy, Microsoft Office, Statistics, Excel, Financial Accounting, Research, Accounting, PowerPoint, Investment Strategies, Firm Valuation, Financial Markets, Industry Research, DCF, Leadership
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2010 — 2012
MBA, Finance & Strategy, 3.84
San Diego State University-California State University 2002 — 2005
B.A., Public Administration
James Haney's Trust Company of the West Experience April 2013 - June 2014
Job Wrap Trader. Lax Coach
Industry Investment Management
Experience
Trust Company of the West April 2013 - June 2014
Newport Harbor high school February 2013 - June 2014
Summerset Homes LLC July 2012 - October 2012
Skills
Social Media, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Investments, Financial Modeling, Asset Management, Financial Analysis, Budgets, Risk Management
Education
Canisius College 2008 — 2012
Bachelor of Arts, Economics
Trust Company of the West April 2013 - June 2014
Newport Harbor high school February 2013 - June 2014
Summerset Homes LLC July 2012 - October 2012
Skills
Social Media, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Investments, Financial Modeling, Asset Management, Financial Analysis, Budgets, Risk Management
Education
Canisius College 2008 — 2012
Bachelor of Arts, Economics
Lisa Higa's Trust Company of the West Experience December 2005 - May 2013
Job Senior Vice President Client Services at Research Affiliates
Industry Investment Management
Experience
Research Affiliates June 2013 - Present
Trust Company of the West December 2005 - May 2013
Fluor Corporation 1998 - 2005
Toyota Motor Sales 1989 - 1998
Skills
Pension Funds, Alternative Investments, Investment Strategies, Asset Allocation, Financial Markets, Financial Modeling, Wealth Management, Investment Management, Investments, Emerging Markets, Relationship Management, Retirement Planning, Finance, Mutual Funds, Equities, Quantitative Analytics, Asset Management, Analytics, FINRA, Hedge Funds, Portfolio Management, Asset Managment, Business Development, Series 63, Private Equity, Strategic Planning, MBS, Securities, Equity Research, International Relations, Strategic Financial..., Series 7, Pensions, High Yield, Mergers & Acquisitions, Financial Services, Investment Advisory, Fixed Income, Separately Managed..., Retirement, Bonds, Trading, Institutional, Strategy, Due Diligence, Integrity, Valuation, Bloomberg, Risk Management, Capital Markets
Education
California State University-Long Beach
Master of Business Administration (M.B.A.)
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics
Research Affiliates June 2013 - Present
Trust Company of the West December 2005 - May 2013
Fluor Corporation 1998 - 2005
Toyota Motor Sales 1989 - 1998
Skills
Pension Funds, Alternative Investments, Investment Strategies, Asset Allocation, Financial Markets, Financial Modeling, Wealth Management, Investment Management, Investments, Emerging Markets, Relationship Management, Retirement Planning, Finance, Mutual Funds, Equities, Quantitative Analytics, Asset Management, Analytics, FINRA, Hedge Funds, Portfolio Management, Asset Managment, Business Development, Series 63, Private Equity, Strategic Planning, MBS, Securities, Equity Research, International Relations, Strategic Financial..., Series 7, Pensions, High Yield, Mergers & Acquisitions, Financial Services, Investment Advisory, Fixed Income, Separately Managed..., Retirement, Bonds, Trading, Institutional, Strategy, Due Diligence, Integrity, Valuation, Bloomberg, Risk Management, Capital Markets
Education
California State University-Long Beach
Master of Business Administration (M.B.A.)
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics
Jahn Valenzuela's Trust Company of the West Experience December 2005 - Present
Job Operations Engineer at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West December 2005 - Present
Trust Company of the West November 1999 - December 2005
Education
California State University-Los Angeles
Bachelor of Science (BS), Computer Information Systems
Trust Company of the West December 2005 - Present
Trust Company of the West November 1999 - December 2005
Education
California State University-Los Angeles
Bachelor of Science (BS), Computer Information Systems
George Winn, CPA's Trust Company of the West Experience June 1994 - Present
Job Senior Vice President at Trust Company of the West
Industry Investment Management
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management