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
Philip Hasbrouck Philip Hasbrouck's Trust Company of the West Experience May 2012 - June 2014
Job Vice President at CAIS Group
Industry Investment Management
Experience
CAIS Group June 2014 - Present
Trust Company of the West May 2012 - June 2014
J.P. Morgan August 2011 - May 2012
Wedbush Securities May 2010 - August 2011
Skills
Financial Modeling, Equities, Financial Analysis, Portfolio Management, Hedge Funds, Valuation, Philanthropy, Fixed Income, Alternative Investments, Contemporary Art, Bloomberg, Investments
Education
Santa Clara University 2005 — 2009
Bachelor of Science in Commerce, Finance
CAIS Group June 2014 - Present
Trust Company of the West May 2012 - June 2014
J.P. Morgan August 2011 - May 2012
Wedbush Securities May 2010 - August 2011
Skills
Financial Modeling, Equities, Financial Analysis, Portfolio Management, Hedge Funds, Valuation, Philanthropy, Fixed Income, Alternative Investments, Contemporary Art, Bloomberg, Investments
Education
Santa Clara University 2005 — 2009
Bachelor of Science in Commerce, Finance
Sam McKenney Sam McKenney's Trust Company of the West Experience August 2013 - Present
Job Pricing Analyst at Beachbody
Industry Health, Wellness and Fitness
Experience
Trust company of the west August 2013 - Present
Beachbody August 2010 - June 2013
JPMorgan Chase July 2009 - July 2010
Brown Brothers Harriman May 2007 - May 2009
Investors Bank & Trust August 2006 - July 2007
Skills
Customer Service, Microsoft Excel, Sales, Forecasting, Marketing, Microsoft Office, Competitive Analysis, Pricing, Account Management, Microsoft Word, PowerPoint, Team Building, Bloomberg, Financial Analysis, Strategic Planning
Education
Thomas College 2003 — 2006
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Southern New Hampshire University 2002 — 2003
Trust company of the west August 2013 - Present
Beachbody August 2010 - June 2013
JPMorgan Chase July 2009 - July 2010
Brown Brothers Harriman May 2007 - May 2009
Investors Bank & Trust August 2006 - July 2007
Skills
Customer Service, Microsoft Excel, Sales, Forecasting, Marketing, Microsoft Office, Competitive Analysis, Pricing, Account Management, Microsoft Word, PowerPoint, Team Building, Bloomberg, Financial Analysis, Strategic Planning
Education
Thomas College 2003 — 2006
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Southern New Hampshire University 2002 — 2003
Kyler Farr's Trust Company of the West Experience June 2009 - August 2009
Job Head of Accounting/Finance at Graphiq
Industry Internet
Experience
Graphiq Inc. (formerly FindTheBest.com, Inc.) May 2012 - Present
NiMin Energy Corp. June 2010 - April 2012
Trust Company of the West June 2009 - August 2009
Rentvillas.com May 2007 - December 2007
Skills
Accounting, Microsoft Excel, Analysis, Auditing, Finance, Financial Accounting, Management, Human Resources, Financial Analysis, PowerPoint, Microsoft Office, Research, Editing, Accounts Receivable, Financial Modeling, Budgets, QuickBooks, Start-ups, Excel, Spanish, Data Analysis, GAAP, Cash Flow, US GAAP, Payroll, Employment-based..., Oil & Gas Industry, Employee Benefits, Health Insurance, Strategic Financial..., Debt & Equity Financing, Financial Planning
Education
University of Richmond - Robins School of Business 2006 — 2010
B.S., Finance and Latin American & Iberian Studies
UCSB 2013 — 2014
Professional Accounting Certificate, Accounting, 4.0
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2008 — 2008
historia y literatura latinoamericana
Cate School
Graphiq Inc. (formerly FindTheBest.com, Inc.) May 2012 - Present
NiMin Energy Corp. June 2010 - April 2012
Trust Company of the West June 2009 - August 2009
Rentvillas.com May 2007 - December 2007
Skills
Accounting, Microsoft Excel, Analysis, Auditing, Finance, Financial Accounting, Management, Human Resources, Financial Analysis, PowerPoint, Microsoft Office, Research, Editing, Accounts Receivable, Financial Modeling, Budgets, QuickBooks, Start-ups, Excel, Spanish, Data Analysis, GAAP, Cash Flow, US GAAP, Payroll, Employment-based..., Oil & Gas Industry, Employee Benefits, Health Insurance, Strategic Financial..., Debt & Equity Financing, Financial Planning
Education
University of Richmond - Robins School of Business 2006 — 2010
B.S., Finance and Latin American & Iberian Studies
UCSB 2013 — 2014
Professional Accounting Certificate, Accounting, 4.0
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2008 — 2008
historia y literatura latinoamericana
Cate School
David L. Salgado David L. Salgado's Trust Company of the West Experience January 2008 - December 2010
Job Registered Representative at NYLIFE Securities
Industry Financial Services
Experience
NYLIFE Securities I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed InsuranceFinancial Services ProfessionalNew York Life & MainStay InvestmentsJanuary 2011 - Present
Trust Company of the West January 2008 - December 2010
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Series 63, Life Insurance, IRAs, Strategic Financial..., Investments, Wealth Management, Estate Planning, Securities
Education
Loyola Marymount University
Bachelor of Business Administration (BBA), Finance and Business Law
NYLIFE Securities I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed InsuranceFinancial Services ProfessionalNew York Life & MainStay InvestmentsJanuary 2011 - Present
Trust Company of the West January 2008 - December 2010
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Series 63, Life Insurance, IRAs, Strategic Financial..., Investments, Wealth Management, Estate Planning, Securities
Education
Loyola Marymount University
Bachelor of Business Administration (BBA), Finance and Business Law
Brian Tichenor Brian Tichenor's Trust Company of the West Experience June 2011 - August 2011
Job Investment Banking Associate at Moelis & Company
Industry Banking
Experience
Moelis & Company March 2014 - Present
Citi August 2012 - February 2014
Trust Company of the West June 2011 - August 2011
State Street July 2007 - July 2010
Smith Barney June 2006 - August 2006
Smith Barney June 2005 - August 2005
Skills
Financial Modeling, Fixed Income, Investments, Valuation, Quantitative Analytics, Equities, Finance, Bloomberg, Capital Markets, Corporate Finance, Due Diligence, Financial Risk
Education
Severn School 1988 — 2017
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance
Boston College 2003 — 2007
B.S. in Management, Finance, Computer Science
Moelis & Company March 2014 - Present
Citi August 2012 - February 2014
Trust Company of the West June 2011 - August 2011
State Street July 2007 - July 2010
Smith Barney June 2006 - August 2006
Smith Barney June 2005 - August 2005
Skills
Financial Modeling, Fixed Income, Investments, Valuation, Quantitative Analytics, Equities, Finance, Bloomberg, Capital Markets, Corporate Finance, Due Diligence, Financial Risk
Education
Severn School 1988 — 2017
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance
Boston College 2003 — 2007
B.S. in Management, Finance, Computer Science
Josie Batres's Trust Company of the West Experience 2008 - 2013
Job Human Resources Director at SynerMed
Industry Hospital & Health Care
Experience
SynerMed October 2014 - Present
RGP 2013 - 2014
Trust Company of the West 2008 - 2013
Indymac Bank 2003 - 2008
Education
Loyola Marymount University
Bachelor of Science (BS), Economics
SynerMed October 2014 - Present
RGP 2013 - 2014
Trust Company of the West 2008 - 2013
Indymac Bank 2003 - 2008
Education
Loyola Marymount University
Bachelor of Science (BS), Economics
Mauricio Sanchez Mauricio Sanchez's Trust Company of the West Experience 2000 - 2001
Job Strategist | Finance Leader | Operator
Industry Management Consulting
Experience
Biscayne Management Partners 2012 - Present
Alvarez & Marsal 2006 - August 2012
Banc of America Securities 2005 - 2006
Citigroup 2003 - 2005
Trust Company of the West 2000 - 2001
J.P. Morgan 1998 - 2000
Salomon Brothers Inc June 1997 - August 1997
United States Marine Corps 1989 - 1994
Skills
Strategy, Restructuring, Due Diligence, Financial Analysis, Private Equity, Financial Modeling, Mergers & Acquisitions, Valuation, Investment Banking, Corporate Development, Investments, Management, Forecasting, Financial Reporting, Risk Management, Corporate Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
University of Florida - Warrington College Of Business
B.S., Finance
Biscayne Management Partners 2012 - Present
Alvarez & Marsal 2006 - August 2012
Banc of America Securities 2005 - 2006
Citigroup 2003 - 2005
Trust Company of the West 2000 - 2001
J.P. Morgan 1998 - 2000
Salomon Brothers Inc June 1997 - August 1997
United States Marine Corps 1989 - 1994
Skills
Strategy, Restructuring, Due Diligence, Financial Analysis, Private Equity, Financial Modeling, Mergers & Acquisitions, Valuation, Investment Banking, Corporate Development, Investments, Management, Forecasting, Financial Reporting, Risk Management, Corporate Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
University of Florida - Warrington College Of Business
B.S., Finance
Khalid Morris Khalid Morris's Trust Company of the West Experience November 2000 - January 2001
Job Customer Success Team: Technical Project Manager (Cloud Implementation) at Tidemark
Industry Information Technology and Services
Experience
Tidemark February 2015 - Present
Tidemark May 2014 - February 2015
Accenture December 2011 - May 2014
CenturyLink May 2010 - December 2011
Panorama Consulting Solutions October 2007 - February 2010
Management Consulting September 2004 - September 2007
BNY Mellon January 2003 - August 2004
BNY Mellon January 2001 - December 2003
Trust Company of the West November 2000 - January 2001
Skills
EPM, Cloud Computing, SaaS, Business Strategy, Strategy, Accounting, Finance, ERP, Project Management, Software Project..., Software Development, Application Architecture, Global Application..., Financial Analysis, Business Intelligence, Strategic Financial..., Analysis, Business Process..., Investments, Business Analysis, Consulting, SQL, PostgreSQL, SAP Implementation, Project Implementation, Application Lifecycle..., Database Design, Data Modeling, Configuration Management, Software Configuration..., Budgeting, Forecasting, Strategic Planning
Education
University of Denver 2004 — 2007
International MBA/Master of Science
McNeese State University 1997 — 1999
BS
Tulane University 1996 — 1997
Bachelor's degree
Tidemark February 2015 - Present
Tidemark May 2014 - February 2015
Accenture December 2011 - May 2014
CenturyLink May 2010 - December 2011
Panorama Consulting Solutions October 2007 - February 2010
Management Consulting September 2004 - September 2007
BNY Mellon January 2003 - August 2004
BNY Mellon January 2001 - December 2003
Trust Company of the West November 2000 - January 2001
Skills
EPM, Cloud Computing, SaaS, Business Strategy, Strategy, Accounting, Finance, ERP, Project Management, Software Project..., Software Development, Application Architecture, Global Application..., Financial Analysis, Business Intelligence, Strategic Financial..., Analysis, Business Process..., Investments, Business Analysis, Consulting, SQL, PostgreSQL, SAP Implementation, Project Implementation, Application Lifecycle..., Database Design, Data Modeling, Configuration Management, Software Configuration..., Budgeting, Forecasting, Strategic Planning
Education
University of Denver 2004 — 2007
International MBA/Master of Science
McNeese State University 1997 — 1999
BS
Tulane University 1996 — 1997
Bachelor's degree
Carter Dunlap Carter Dunlap's Trust Company of the West Experience August 1978 - July 1980
Job Managing Member, Dunlap Equity Managment, LLC
Industry Investment Management
Experience
Dunlap Equity Management, LLC January 1990 - Present
PIMCO Strategic Global Government Fund June 2002 - June 2008
Soros Fund Management 1987 - 1989
GT Capital Management March 1984 - March 1987
Robertson Stephens August 1982 - March 1984
Trust Company of the West August 1978 - July 1980
Education
Harvard Business School 1980 — 1982
MBA, Finance
University of Southern California 1975 — 1978
Bachelor of Arts, Economics
Dunlap Equity Management, LLC January 1990 - Present
PIMCO Strategic Global Government Fund June 2002 - June 2008
Soros Fund Management 1987 - 1989
GT Capital Management March 1984 - March 1987
Robertson Stephens August 1982 - March 1984
Trust Company of the West August 1978 - July 1980
Education
Harvard Business School 1980 — 1982
MBA, Finance
University of Southern California 1975 — 1978
Bachelor of Arts, Economics
Andrea Almeida Mack's Trust Company of the West Experience November 2013 - Present
Job Senior Vice President Marketing at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West November 2013 - Present
Western Asset Management July 1998 - May 2013
Payden & Rygel September 1994 - June 1998
JP Morgan June 1993 - August 1993
Skills
Fixed Income, Investment Management, Equities, Asset Managment, Investments, Financial Modeling, Hedge Funds, Bloomberg, Asset Allocation, Portfolio Management, Alternative Investments, Mergers, Investment Strategies, Financial Analysis, Valuation
Education
CFA Institute
CFA
UCLA Anderson School of Management 1992 — 1994
MBA, Finance
Harvard University 1985 — 1989
BA, cum laude, Romance Languages & Literature
Trust Company of the West November 2013 - Present
Western Asset Management July 1998 - May 2013
Payden & Rygel September 1994 - June 1998
JP Morgan June 1993 - August 1993
Skills
Fixed Income, Investment Management, Equities, Asset Managment, Investments, Financial Modeling, Hedge Funds, Bloomberg, Asset Allocation, Portfolio Management, Alternative Investments, Mergers, Investment Strategies, Financial Analysis, Valuation
Education
CFA Institute
CFA
UCLA Anderson School of Management 1992 — 1994
MBA, Finance
Harvard University 1985 — 1989
BA, cum laude, Romance Languages & Literature
Clare Baldwin Clare Baldwin's Trust Company of the West Experience May 2011 - August 2011
Job Catastrophe Modeling Analyst at Guy Carpenter
Industry Financial Services
Experience
Guy Carpenter July 2014 - Present
Guy Carpenter January 2013 - May 2014
Towers Watson January 2012 - June 2012
Trust Company of the West May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Research, Data Analysis, RMS, AIR, Factset, Bloomberg Terminal, Databases, Portfolio Management
Education
Northeastern University 2010 — 2014
Bachelor of Science (BS), Economics
Guy Carpenter July 2014 - Present
Guy Carpenter January 2013 - May 2014
Towers Watson January 2012 - June 2012
Trust Company of the West May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Research, Data Analysis, RMS, AIR, Factset, Bloomberg Terminal, Databases, Portfolio Management
Education
Northeastern University 2010 — 2014
Bachelor of Science (BS), Economics
Robert Schmitz Robert Schmitz's Trust Company of the West Experience January 2003 - December 2007
Job Be Green Packaging Chairman
Industry Financial Services
Experience
Quest Turnaround Advisors January 2001 - Present
Dune Energy Inc 2012 - 2012
Houghton Mifflin Harcourt 2009 - 2012
Fontainebleau Hotel Miami Beach January 2010 - September 2010
Trust Company of the West January 2003 - December 2007
PTV Inc. January 2003 - July 2007
Premium TV January 2003 - July 2007
Two Way Media 2004 - 2007
Dow Jones/Richard D. Irwin September 1982 - August 1989
McKinsey & Company June 1970 - August 1982
Skills
Management, Debt Restructuring, Operating restructuring, Business Strategy, Private Equity, Mergers & Acquisitions, Restructuring, Strategy, Start-ups, Due Diligence, Venture Capital, Corporate Finance, Management Consulting
Education
MIT Sloan School of Management
SM, Business
University of Michigan
BA, Economics
Quest Turnaround Advisors January 2001 - Present
Dune Energy Inc 2012 - 2012
Houghton Mifflin Harcourt 2009 - 2012
Fontainebleau Hotel Miami Beach January 2010 - September 2010
Trust Company of the West January 2003 - December 2007
PTV Inc. January 2003 - July 2007
Premium TV January 2003 - July 2007
Two Way Media 2004 - 2007
Dow Jones/Richard D. Irwin September 1982 - August 1989
McKinsey & Company June 1970 - August 1982
Skills
Management, Debt Restructuring, Operating restructuring, Business Strategy, Private Equity, Mergers & Acquisitions, Restructuring, Strategy, Start-ups, Due Diligence, Venture Capital, Corporate Finance, Management Consulting
Education
MIT Sloan School of Management
SM, Business
University of Michigan
BA, Economics
Sameen Haque Sameen Haque's Trust Company of the West Experience July 2009 - September 2012
Job Customer Experience Specialist at Jaanuu
Industry Marketing and Advertising
Experience
Jaanuu March 2015 - Present
Kalamazoo College January 2013 - August 2014
CVS Caremark Corporation June 2013 - August 2013
Western Michigan PMI January 2013 - April 2013
Trust Company of the West July 2009 - September 2012
Kalamazoo College September 2011 - June 2012
Kalamazoo College September 2011 - June 2012
Constitutional Rights Foundation June 2009 - August 2009
Bresee Foundation June 2008 - December 2008
Education
Kalamazoo College 2010 — 2014
Bachelor of Arts (B.A.)
Jaanuu March 2015 - Present
Kalamazoo College January 2013 - August 2014
CVS Caremark Corporation June 2013 - August 2013
Western Michigan PMI January 2013 - April 2013
Trust Company of the West July 2009 - September 2012
Kalamazoo College September 2011 - June 2012
Kalamazoo College September 2011 - June 2012
Constitutional Rights Foundation June 2009 - August 2009
Bresee Foundation June 2008 - December 2008
Education
Kalamazoo College 2010 — 2014
Bachelor of Arts (B.A.)
JESSIE F. DE LA PAZ's Trust Company of the West Experience March 1987 - July 1994
Job Copy Center Specialist at SKADDEN ARPS
Industry Legal Services
Experience
SKADDEN ARPS April 2001 - Present
Legal Source, Inc. April 1995 - April 2001
Trust Company of the West March 1987 - July 1994
Education
Mapua Institute of Technology 1965 — 1969
SKADDEN ARPS April 2001 - Present
Legal Source, Inc. April 1995 - April 2001
Trust Company of the West March 1987 - July 1994
Education
Mapua Institute of Technology 1965 — 1969
Susan S. Morse Susan S. Morse's Trust Company of the West Experience 1987 - 1991
Job Senior Advisor at Mosaic Financial Partners, Inc.
Industry Financial Services
Experience
Mosaic Financial Partners, Inc. January 2005 - Present
The Bank of San Francisco 2005 - 2012
City National Bank May 2002 - January 2005
MRW & Associates 1986 - 1997
The World Bank 1992 - 1996
Trust Company of the West 1987 - 1991
Prudential Financial 1974 - 1986
Skills
Asset Allocation, Wealth Management, Portfolio Management, Investment Advisory, Retirement Planning, Holistic Financial..., Executive Benefit..., Wealth Preservation..., Business Owner Planning, Retirement Savings, 401k Rollovers, Saving for Education, Gifting Strategies, Financial Advisory, Financial Analysis, Retirement, Investment Management, Investment Strategies, Valuation, Investments
Education
St. Augustine High School
Tufts University
BA, Political Science and Government
Wharton Graduate School
MBA, Finance/Accounting, Graduated with Distinction
Mosaic Financial Partners, Inc. January 2005 - Present
The Bank of San Francisco 2005 - 2012
City National Bank May 2002 - January 2005
MRW & Associates 1986 - 1997
The World Bank 1992 - 1996
Trust Company of the West 1987 - 1991
Prudential Financial 1974 - 1986
Skills
Asset Allocation, Wealth Management, Portfolio Management, Investment Advisory, Retirement Planning, Holistic Financial..., Executive Benefit..., Wealth Preservation..., Business Owner Planning, Retirement Savings, 401k Rollovers, Saving for Education, Gifting Strategies, Financial Advisory, Financial Analysis, Retirement, Investment Management, Investment Strategies, Valuation, Investments
Education
St. Augustine High School
Tufts University
BA, Political Science and Government
Wharton Graduate School
MBA, Finance/Accounting, Graduated with Distinction
Jennifer Klotz Jennifer Klotz's Trust Company of the West Experience March 2004 - April 2011
Job Sr. Corporate Travel Consultant at Google
Industry Leisure, Travel & Tourism
Experience
Google October 2013 - Present
Carlson Wagonlit Travel September 2000 - Present
Broadcom May 2011 - October 2013
Trust Company of the West March 2004 - April 2011
Navigant International September 2000 - March 2004
Rosenbluth International October 1994 - September 2000
Skills
Corporate Travel Agent, dual Agent, apollo and..., Travel, Concur, Cliqbook, GDS systems, Apollo GDS, Sabre, Airline Reservations, PNR, Account Management, Travel Management, Ticketing, Travel Technology, Leisure Travel, Amadeus, Car Rental
Education
Pacific Travel Trade School 1993 — 1994
Certificate in Travel Industry, Tourism and Travel Services Marketing Operations
Orange Coast College 1992 — 1993
general classes, lower division
Google October 2013 - Present
Carlson Wagonlit Travel September 2000 - Present
Broadcom May 2011 - October 2013
Trust Company of the West March 2004 - April 2011
Navigant International September 2000 - March 2004
Rosenbluth International October 1994 - September 2000
Skills
Corporate Travel Agent, dual Agent, apollo and..., Travel, Concur, Cliqbook, GDS systems, Apollo GDS, Sabre, Airline Reservations, PNR, Account Management, Travel Management, Ticketing, Travel Technology, Leisure Travel, Amadeus, Car Rental
Education
Pacific Travel Trade School 1993 — 1994
Certificate in Travel Industry, Tourism and Travel Services Marketing Operations
Orange Coast College 1992 — 1993
general classes, lower division
Hal Henderson Hal Henderson's Trust Company of the West Experience March 2000 - Present
Job Senior Vice President
Industry Investment Management
Experience
Trust Company of the West March 2000 - Present
O'Melveny & Myers LLP September 1989 - February 2000
Skills
Securities, Private Equity, Corporate Governance, Corporate Law, Private Placements, Licensing, Capital Markets, Hedge Funds, Mergers, Due Diligence, Litigation, Securitization
Education
Georgetown University Law Center 1986 — 1989
Doctor of Law (JD), Law
University of Hawaii at Manoa 1983 — 1985
Master's degree, Japanese History
Gustavus Adolphus College 1978 — 1982
Bachelor's degree, History
Trust Company of the West March 2000 - Present
O'Melveny & Myers LLP September 1989 - February 2000
Skills
Securities, Private Equity, Corporate Governance, Corporate Law, Private Placements, Licensing, Capital Markets, Hedge Funds, Mergers, Due Diligence, Litigation, Securitization
Education
Georgetown University Law Center 1986 — 1989
Doctor of Law (JD), Law
University of Hawaii at Manoa 1983 — 1985
Master's degree, Japanese History
Gustavus Adolphus College 1978 — 1982
Bachelor's degree, History
Michael Shoop Michael Shoop's Trust Company of the West Experience 1996 - 2000
Job Senior Investment Operations Supervisor at Employees Retirement System of Texas
Industry Financial Services
Experience
Employees Retirement System of Texas December 2014 - Present
Kayne Anderson Rudnick 2011 - 2014
Nuveen Investments 2002 - 2011
Mellon Financial 2001 - 2001
Trust Company of the West 1996 - 2000
First Federal Bank of California 1993 - 1996
Skills
Investments, Fixed Income, Equities, Account Reconciliation, Corporate Actions, Alternative Investments, Bloomberg, Securities, Asset Managment, Derivatives, Mutual Funds, Investment Management, Finance, Financial Analysis, Financial Reporting, Valuation, Accounting, Financial Investment...
Education
San Diego State University-California State University 1989 — 1993
Bachelors, Accounting
Employees Retirement System of Texas December 2014 - Present
Kayne Anderson Rudnick 2011 - 2014
Nuveen Investments 2002 - 2011
Mellon Financial 2001 - 2001
Trust Company of the West 1996 - 2000
First Federal Bank of California 1993 - 1996
Skills
Investments, Fixed Income, Equities, Account Reconciliation, Corporate Actions, Alternative Investments, Bloomberg, Securities, Asset Managment, Derivatives, Mutual Funds, Investment Management, Finance, Financial Analysis, Financial Reporting, Valuation, Accounting, Financial Investment...
Education
San Diego State University-California State University 1989 — 1993
Bachelors, Accounting
Julie Wroblewski's Trust Company of the West Experience June 2010 - August 2010
Job Senior Strategy Consultant and Philanthropic Advisor
Industry Management Consulting
Experience
JW Strategic Consulting March 2010 - Present
Trust Company of the West June 2010 - August 2010
City of Seattle 2009 - 2009
State of Minnesota 2007 - 2009
Federal Reserve Bank of Kansas City 2005 - 2007
Skills
Strategy, Economic Research, Financial Modeling, Economics, Non-profits, Program Management, Policy Analysis, International..., Management Consulting, Research, Program Evaluation, Project Management, Data Analysis, Policy, Corporate Social..., Nonprofits, Leadership, Analytics, Grants, Management, Government, Social Impact
Education
University of Washington
MPA, honors
Hamline University
B.A., Cum Laude
JW Strategic Consulting March 2010 - Present
Trust Company of the West June 2010 - August 2010
City of Seattle 2009 - 2009
State of Minnesota 2007 - 2009
Federal Reserve Bank of Kansas City 2005 - 2007
Skills
Strategy, Economic Research, Financial Modeling, Economics, Non-profits, Program Management, Policy Analysis, International..., Management Consulting, Research, Program Evaluation, Project Management, Data Analysis, Policy, Corporate Social..., Nonprofits, Leadership, Analytics, Grants, Management, Government, Social Impact
Education
University of Washington
MPA, honors
Hamline University
B.A., Cum Laude
Lordson David Lordson David's Trust Company of the West Experience May 1996 - June 2007
Job CEO ♦ Product Development ♦ Innovative Software ♦ Custom Applications ♦ Development ♦ Support & Maintenance
Industry Information Technology and Services
Experience
UB Technology Innovations, Inc. January 2013 - Present
Unlimited Innovations, Inc. June 1996 - January 2013
Trust Company of the West May 1996 - June 2007
Fidelity National Title October 1995 - November 1996
PacifiCare Health Systems June 1990 - August 1995
Skills
Information Technology, Integration, System Migration, Reporting Systems, Analytics, Performance Dashboards, Data Warehousing, Business Intelligence, Mobile Product..., Product Development, Computer Maintenance, Technology Solutions, Healthcare Information..., Aerospace Industries, Financial Services, Product Customization, Web Applications, Mobile Applications, IT Infrastructure Design, Microsoft Technologies, Application Support, Application Maintenance, Product Support, Production Maintenance, IT Financial Management, Management Consulting, Project Management, Business Analysis, Reporting, Dashboard, Superior Client Service, Customer-focused Service, Software Integrations, Cost Effective, IT Solutions, Cost Reduction..., Microsoft SQL Server, Strategy
Education
Madurai Kamaraj University 1980 — 1983
BS, Mathematics
UB Technology Innovations, Inc. January 2013 - Present
Unlimited Innovations, Inc. June 1996 - January 2013
Trust Company of the West May 1996 - June 2007
Fidelity National Title October 1995 - November 1996
PacifiCare Health Systems June 1990 - August 1995
Skills
Information Technology, Integration, System Migration, Reporting Systems, Analytics, Performance Dashboards, Data Warehousing, Business Intelligence, Mobile Product..., Product Development, Computer Maintenance, Technology Solutions, Healthcare Information..., Aerospace Industries, Financial Services, Product Customization, Web Applications, Mobile Applications, IT Infrastructure Design, Microsoft Technologies, Application Support, Application Maintenance, Product Support, Production Maintenance, IT Financial Management, Management Consulting, Project Management, Business Analysis, Reporting, Dashboard, Superior Client Service, Customer-focused Service, Software Integrations, Cost Effective, IT Solutions, Cost Reduction..., Microsoft SQL Server, Strategy
Education
Madurai Kamaraj University 1980 — 1983
BS, Mathematics
Patrick Pagni's Trust Company of the West Experience 2001 - 2009
Job Chairman at Amundi Smith Breeden
Industry Investment Management
Experience
Amundi Smith Breeden October 2013 - Present
Amundi 2010 - Present
Conseillers du Commerce Extérieur de la France, section Sud-Ouest des Etats-Unis 2001 - 2014
French American Chamber of Commerce in New York 2007 - 2011
Trust Company of the West 2001 - 2009
SG Asset Management May 2000 - July 2001
Skills
Asset Management, Investment Banking, Asset Managment, Capital Markets, Alternative Investments, Valuation, Investment Management, Emerging Markets, Corporate Finance, Due Diligence, Mutual Funds, Finance, Mergers & Acquisitions, Fixed Income
Education
Harvard Business School 1972 — 1974
MBA, Finance
Université Paris IX Dauphine 1968 — 1972
Maitrise, Finance
Amundi Smith Breeden October 2013 - Present
Amundi 2010 - Present
Conseillers du Commerce Extérieur de la France, section Sud-Ouest des Etats-Unis 2001 - 2014
French American Chamber of Commerce in New York 2007 - 2011
Trust Company of the West 2001 - 2009
SG Asset Management May 2000 - July 2001
Skills
Asset Management, Investment Banking, Asset Managment, Capital Markets, Alternative Investments, Valuation, Investment Management, Emerging Markets, Corporate Finance, Due Diligence, Mutual Funds, Finance, Mergers & Acquisitions, Fixed Income
Education
Harvard Business School 1972 — 1974
MBA, Finance
Université Paris IX Dauphine 1968 — 1972
Maitrise, Finance
Kevin Coffin, CIPM Kevin Coffin, CIPM's Trust Company of the West Experience 1992 - 1995
Job Managing Director at InvestTech Systems Consulting
Industry Information Technology and Services
Experience
InvestTech Systems Consulting, Inc July 2001 - Present
Western Asset Management July 1996 - June 2001
Enterprise Rent-A-Car 1995 - 1996
Trust Company of the West 1992 - 1995
Skills
Asset Managment, Equities, Derivatives, Hedge Funds, Trading Systems, Back Office, Business Analysis, Performance Measurement, Securities, Fixed Income, Electronic Trading, Financial Services, Asset Management, Investment Management, Requirements Gathering, Eagle PACE, Program Management, Investments, Data Management, Portfolio Management, Valuation, Financial Risk, Trading
Education
University of La Verne 2000 — 2005
MBA, Executive Management
Loyola Marymount University, College of Business Administration 1987 — 1991
B.S., Accounting
InvestTech Systems Consulting, Inc July 2001 - Present
Western Asset Management July 1996 - June 2001
Enterprise Rent-A-Car 1995 - 1996
Trust Company of the West 1992 - 1995
Skills
Asset Managment, Equities, Derivatives, Hedge Funds, Trading Systems, Back Office, Business Analysis, Performance Measurement, Securities, Fixed Income, Electronic Trading, Financial Services, Asset Management, Investment Management, Requirements Gathering, Eagle PACE, Program Management, Investments, Data Management, Portfolio Management, Valuation, Financial Risk, Trading
Education
University of La Verne 2000 — 2005
MBA, Executive Management
Loyola Marymount University, College of Business Administration 1987 — 1991
B.S., Accounting
Thomas Donnelly's Trust Company of the West Experience June 2007 - February 2012
Job Senior Vice President Sales at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments September 2015 - Present
Brookfield Asset Management February 2012 - September 2015
Trust Company of the West June 2007 - February 2012
ING Investment Management April 2006 - June 2007
ING Furman Selz March 2002 - April 2006
Bear Stearns & Co, Inc August 2000 - March 2002
Bear Stearns & Co, Inc November 1997 - August 2000
SOMA Solutions, Inc January 1997 - November 1997
Education
Iona College 1993 — 1997
BA, Economics
Designations
Iona College
cresskill high school
Pioneer Investments September 2015 - Present
Brookfield Asset Management February 2012 - September 2015
Trust Company of the West June 2007 - February 2012
ING Investment Management April 2006 - June 2007
ING Furman Selz March 2002 - April 2006
Bear Stearns & Co, Inc August 2000 - March 2002
Bear Stearns & Co, Inc November 1997 - August 2000
SOMA Solutions, Inc January 1997 - November 1997
Education
Iona College 1993 — 1997
BA, Economics
Designations
Iona College
cresskill high school
Gina Pacelli Gina Pacelli's Trust Company of the West Experience January 2002 - November 2004
Job Marketing Communications Professional
Industry Marketing and Advertising
Experience
General Motors June 2015 - Present
JM Family Enterprises February 2006 - April 2015
Trust Company of the West January 2002 - November 2004
The Forum Corporation August 1999 - August 2000
Beth Israel Deaconess Medical Center January 1998 - August 1999
Skills
Marketing Communications, Social Media Marketing, Marketing, Digital Marketing, Advertising, Marketing Strategy, Corporate Communications, Process Improvement, Online Advertising, Social Media, Social Networking, Copywriting, Project Management, Competitive Analysis, Web Analytics, Online Marketing, SEO, Press Releases, Facebook, Newsletters
Education
Syracuse University 1993 — 1997
Bachelor of Arts, Major: Psychology Minor: Sociology
Lynnfield High
University of California, Los Angeles
Marketing Principles and Practices - Spring 2003
University of New Hampshire
Writing and Photography Courses - 2000 - 2001
General Motors June 2015 - Present
JM Family Enterprises February 2006 - April 2015
Trust Company of the West January 2002 - November 2004
The Forum Corporation August 1999 - August 2000
Beth Israel Deaconess Medical Center January 1998 - August 1999
Skills
Marketing Communications, Social Media Marketing, Marketing, Digital Marketing, Advertising, Marketing Strategy, Corporate Communications, Process Improvement, Online Advertising, Social Media, Social Networking, Copywriting, Project Management, Competitive Analysis, Web Analytics, Online Marketing, SEO, Press Releases, Facebook, Newsletters
Education
Syracuse University 1993 — 1997
Bachelor of Arts, Major: Psychology Minor: Sociology
Lynnfield High
University of California, Los Angeles
Marketing Principles and Practices - Spring 2003
University of New Hampshire
Writing and Photography Courses - 2000 - 2001
Donald Evenson Donald Evenson's Trust Company of the West Experience June 2005 - December 2011
Job Chief Investment Officer, Managing Member at AVR Asset Management
Industry Financial Services
Experience
AVR Asset Management January 2012 - Present
Trust Company of the West June 2005 - December 2011
Provident Investment Counsel 1994 - 2005
Skills
Mutual Funds, Portfolio Management, Equities, Asset Allocation, Asset Management, Hedge Funds, Investment Strategies, Alternative Investments, Equity Research, Investment Management, Financial Modeling, Asset Managment, Fixed Income, Investments, Private Equity, Valuation, Series 7
Education
USC Marshall School of Business 1992 — 1994
MBA, Finance
St. Mary's College of California 1985 — 1987
Business Administration, Business Economics
UCSB 1983 — 1985
Economics, Economics
AVR Asset Management January 2012 - Present
Trust Company of the West June 2005 - December 2011
Provident Investment Counsel 1994 - 2005
Skills
Mutual Funds, Portfolio Management, Equities, Asset Allocation, Asset Management, Hedge Funds, Investment Strategies, Alternative Investments, Equity Research, Investment Management, Financial Modeling, Asset Managment, Fixed Income, Investments, Private Equity, Valuation, Series 7
Education
USC Marshall School of Business 1992 — 1994
MBA, Finance
St. Mary's College of California 1985 — 1987
Business Administration, Business Economics
UCSB 1983 — 1985
Economics, Economics
Lisa Wicks Lisa Wicks's Trust Company of the West Experience September 2001 - March 2005
Job Senior Engineering Coordinator at Fluor
Industry Oil & Energy
Experience
Fluor October 2005 - Present
Trust Company of the West September 2001 - March 2005
The Orange County Register September 1985 - January 1993
Skills
Process Scheduler, Contract Management, Construction, Microsoft Excel, Project Control, Procurement, Earned Value Management, MS Project, Primavera P6, Project Coordination, Construction Management, Petroleum, Oil/Gas, Project Planning, Engineering, Proposal Writing, Project Engineering, Cost Engineering, Program Management, Change Management, SAP, Access, CPM Scheduling, Project Management
Education
The University of South Dakota
English, Mass Communications
Fluor October 2005 - Present
Trust Company of the West September 2001 - March 2005
The Orange County Register September 1985 - January 1993
Skills
Process Scheduler, Contract Management, Construction, Microsoft Excel, Project Control, Procurement, Earned Value Management, MS Project, Primavera P6, Project Coordination, Construction Management, Petroleum, Oil/Gas, Project Planning, Engineering, Proposal Writing, Project Engineering, Cost Engineering, Program Management, Change Management, SAP, Access, CPM Scheduling, Project Management
Education
The University of South Dakota
English, Mass Communications
Anna Van Tassell Anna Van Tassell's Trust Company of the West Experience 2001 - 2005
Job Little Blue
Industry Philanthropy
Experience
Puck's Lighthouse 2009 - Present
MOMS Club of Chatsworth 2006 - 2008
Trust Company of the West 2001 - 2005
XDrive 2000 - 2001
Guitar Center 1999 - 1999
University Access 1998 - 1999
Parasoft 1995 - 1998
Skills
Problem Solving, Administration, Windows, Unix, Data Center, Entrepreneurship, Software Development, Network Administration, Microsoft Exchange, SharePoint, System Administration, Linux, Databases, Networking, SaaS
Education
Pepperdine University 1991 — 1993
Puck's Lighthouse 2009 - Present
MOMS Club of Chatsworth 2006 - 2008
Trust Company of the West 2001 - 2005
XDrive 2000 - 2001
Guitar Center 1999 - 1999
University Access 1998 - 1999
Parasoft 1995 - 1998
Skills
Problem Solving, Administration, Windows, Unix, Data Center, Entrepreneurship, Software Development, Network Administration, Microsoft Exchange, SharePoint, System Administration, Linux, Databases, Networking, SaaS
Education
Pepperdine University 1991 — 1993
Meg Meal Meg Meal's Trust Company of the West Experience 1989 - 1991
Job Manager of Business and Financial Analysis, San Francisco Public Utilities Commission
Industry Renewables & Environment
Experience
San Francisco Public Utilities Commission February 2010 - Present
my own business 1997 - July 2010
MRW & Associates 1991 - 1997
Trust Company of the West 1989 - 1991
Skills
Renewable Energy, Energy, Strategy, Research, Contract Negotiation, Analysis, Energy Policy, Business Planning
Education
University of California, Berkeley 1983 — 1985
MS, Energy and Resources Group
Stanford University 1977 — 1981
BS, Civil Engineering
San Francisco Public Utilities Commission February 2010 - Present
my own business 1997 - July 2010
MRW & Associates 1991 - 1997
Trust Company of the West 1989 - 1991
Skills
Renewable Energy, Energy, Strategy, Research, Contract Negotiation, Analysis, Energy Policy, Business Planning
Education
University of California, Berkeley 1983 — 1985
MS, Energy and Resources Group
Stanford University 1977 — 1981
BS, Civil Engineering
Jane Shkolnicova Jane Shkolnicova's Trust Company of the West Experience 2003 - 2003
Job Relationship Manager FMU Strategy Recovery & Resolution at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank October 2014 - Present
Barclays August 2012 - October 2014
Deutsche Bank January 2007 - August 2012
Perfect Information March 2004 - August 2006
TGRA Capital Management, LLC December 2003 - March 2004
Trust Company of the West 2003 - 2003
Skills
Risk Assessment, Risk Management, CIP, USA PATRIOT Act, AML, KYC, Trust Services, Corporate Trust, Portfolio Management, Russian, BSA, OFAC, Sales Support, Salesforce.com, New Business Development, Due Diligence, Capital Markets, Implementation Of..., Research, Analytics, Project Finance, Econometrics, Compliance, Banking, Securities, Trading
Education
New York University - Leonard N. Stern School of Business
MBA, Quant Finance, Global Business, Economics
Stony Brook University
BS, Economics, Business, Applied Math
Deutsche Bank October 2014 - Present
Barclays August 2012 - October 2014
Deutsche Bank January 2007 - August 2012
Perfect Information March 2004 - August 2006
TGRA Capital Management, LLC December 2003 - March 2004
Trust Company of the West 2003 - 2003
Skills
Risk Assessment, Risk Management, CIP, USA PATRIOT Act, AML, KYC, Trust Services, Corporate Trust, Portfolio Management, Russian, BSA, OFAC, Sales Support, Salesforce.com, New Business Development, Due Diligence, Capital Markets, Implementation Of..., Research, Analytics, Project Finance, Econometrics, Compliance, Banking, Securities, Trading
Education
New York University - Leonard N. Stern School of Business
MBA, Quant Finance, Global Business, Economics
Stony Brook University
BS, Economics, Business, Applied Math
Michelle Murissi Aldebot Michelle Murissi Aldebot's Trust Company of the West Experience June 1999 - May 2004
Job
Industry Financial Services
Experience
Sandelman Partners May 2007 - September 2008
Credit Suisse May 2004 - May 2007
Trust Company of the West June 1999 - May 2004
Education
New York University 1995 — 1999
Bachelor of Arts (BA)
Sandelman Partners May 2007 - September 2008
Credit Suisse May 2004 - May 2007
Trust Company of the West June 1999 - May 2004
Education
New York University 1995 — 1999
Bachelor of Arts (BA)
Andrea White-Kjoss Andrea White-Kjoss's Trust Company of the West Experience January 1998 - June 2001
Job Business Leader
Industry Executive Office
Experience
UCI Institute for Innovation June 2015 - Present
Friends of the Los Angeles River June 2013 - Present
Mobis Transportation Alternatives, Inc./Bikestation 2004 - 2012
International Business Risk Solutions July 2001 - March 2004
Trust Company of the West January 1998 - June 2001
Skills
Transportation, Leadership, Social Media, Marketing Strategy, Marketing, Fundraising, Sustainability, Management, Competitive Analysis, Product Development, Research, Start-ups, Entrepreneurship, Project Management, Non-profits, Negotiation, Team Building, Social Networking, Business Development, Sales Management, Product Management, Public Relations, Market Research, Public Speaking, Nonprofits, Strategy, Strategic Planning, New Business Development, Business Strategy, Budgets, Forecasting, Program Management, Analysis, Strategic Partnerships
Education
St. Cloud State University 1992 — 1997
International Business, Strategic Management
UCI Institute for Innovation June 2015 - Present
Friends of the Los Angeles River June 2013 - Present
Mobis Transportation Alternatives, Inc./Bikestation 2004 - 2012
International Business Risk Solutions July 2001 - March 2004
Trust Company of the West January 1998 - June 2001
Skills
Transportation, Leadership, Social Media, Marketing Strategy, Marketing, Fundraising, Sustainability, Management, Competitive Analysis, Product Development, Research, Start-ups, Entrepreneurship, Project Management, Non-profits, Negotiation, Team Building, Social Networking, Business Development, Sales Management, Product Management, Public Relations, Market Research, Public Speaking, Nonprofits, Strategy, Strategic Planning, New Business Development, Business Strategy, Budgets, Forecasting, Program Management, Analysis, Strategic Partnerships
Education
St. Cloud State University 1992 — 1997
International Business, Strategic Management
Erin Schaad Erin Schaad's Trust Company of the West Experience 2010 - 2011
Job Law Clerk at Sanders & Parks, PC
Industry Law Practice
Experience
Urban Yoga 2012 - Present
Sanders & Parks, PC September 2012 - Present
Gonzalez Saggio & Harlan LLP February 2012 - December 2013
Self January 2004 - June 2011
Trust Company of the West 2010 - 2011
Arclight Films 2004 - 2005
Education
Thomas Jefferson School of Law 2001 — 2004
J.D., Global Legal Studies
Illinois State University
BS, Environmental Protection
Urban Yoga 2012 - Present
Sanders & Parks, PC September 2012 - Present
Gonzalez Saggio & Harlan LLP February 2012 - December 2013
Self January 2004 - June 2011
Trust Company of the West 2010 - 2011
Arclight Films 2004 - 2005
Education
Thomas Jefferson School of Law 2001 — 2004
J.D., Global Legal Studies
Illinois State University
BS, Environmental Protection
Myra Gamble, BSN, RN Myra Gamble, BSN, RN's Trust Company of the West Experience 2006 - 2011
Job Traveler Registered Nurse
Industry Hospital & Health Care
Experience
Crossroads Hospice July 2013 - July 2014
Cleveland Clinic May 2012 - June 2013
County of San Diego, Health and Human Services Agency April 2010 - January 2012
Trust Company of the West 2006 - 2011
Skills
Child Development, Healthcare, Cpr Certified, Critical Thinking, Outlook, Software Documentation, PowerPoint, Microsoft Word, Data Entry, Microsoft Office, Microsoft Excel, Nursing, Research, Customer Service, System Administration, Epic Systems, Office Administration, BLS, Patient Advocacy, Patient Safety, Medical Terminology, Administrative..., ACLS, HIPAA, EMR, EKG
Education
California State University-Dominguez Hills 2011 — 2013
Bachelor of Science, Nursing
Los Angeles Southwest College 2008 — 2011
Associates, Nursing
Crossroads Hospice July 2013 - July 2014
Cleveland Clinic May 2012 - June 2013
County of San Diego, Health and Human Services Agency April 2010 - January 2012
Trust Company of the West 2006 - 2011
Skills
Child Development, Healthcare, Cpr Certified, Critical Thinking, Outlook, Software Documentation, PowerPoint, Microsoft Word, Data Entry, Microsoft Office, Microsoft Excel, Nursing, Research, Customer Service, System Administration, Epic Systems, Office Administration, BLS, Patient Advocacy, Patient Safety, Medical Terminology, Administrative..., ACLS, HIPAA, EMR, EKG
Education
California State University-Dominguez Hills 2011 — 2013
Bachelor of Science, Nursing
Los Angeles Southwest College 2008 — 2011
Associates, Nursing
Roxanne Rock Roxanne Rock's Trust Company of the West Experience August 1995 - January 2011
Job Administrative Professional at Direct Hire Temporary
Industry Financial Services
Experience
Direct Hire Temporary August 2014 - Present
Staffing Agencies November 2011 - July 2014
Elections November 2012 - June 2014
City Scholars Foundation July 2011 - November 2011
LA Fellows June 2011 - July 2011
Trust Company of the West August 1995 - January 2011
Temporary Employment Agencies November 1993 - June 1995
Impact Personal Safety October 1990 - October 1993
Skills
Administrative..., Leadership, Microsoft Word, Office Administration, Expense Reports, Confidentiality, Critical Thinking, Teamwork, Calendars, Data Entry, Travel Arrangements, Heavy Calendaring, Office Management, Written Communication, Creative Problem Solving, Calendaring, Editing, Expenses, Outlook, PowerPoint, Typing, Gatekeeper, Multi-tasker, Calendar Scheduling, Verbal Communication, Detail Oriented, Team Player, Proactive, Self Starter, Administrative Analysis, Multi Tasking, Microsoft Excel, Accounting, Accounts Payable, Spreadsheets, Administration, Word, Excel, Microsoft Office
Education
University of Phoenix 1996 — 1998
BS, Business Management, 3.96 GPA
IAAP CAP
Los Angeles Valley College
AA, Secretarial Science
Ulysses S. Grant High School
High School Diploma, Secretarial
Direct Hire Temporary August 2014 - Present
Staffing Agencies November 2011 - July 2014
Elections November 2012 - June 2014
City Scholars Foundation July 2011 - November 2011
LA Fellows June 2011 - July 2011
Trust Company of the West August 1995 - January 2011
Temporary Employment Agencies November 1993 - June 1995
Impact Personal Safety October 1990 - October 1993
Skills
Administrative..., Leadership, Microsoft Word, Office Administration, Expense Reports, Confidentiality, Critical Thinking, Teamwork, Calendars, Data Entry, Travel Arrangements, Heavy Calendaring, Office Management, Written Communication, Creative Problem Solving, Calendaring, Editing, Expenses, Outlook, PowerPoint, Typing, Gatekeeper, Multi-tasker, Calendar Scheduling, Verbal Communication, Detail Oriented, Team Player, Proactive, Self Starter, Administrative Analysis, Multi Tasking, Microsoft Excel, Accounting, Accounts Payable, Spreadsheets, Administration, Word, Excel, Microsoft Office
Education
University of Phoenix 1996 — 1998
BS, Business Management, 3.96 GPA
IAAP CAP
Los Angeles Valley College
AA, Secretarial Science
Ulysses S. Grant High School
High School Diploma, Secretarial
Christopher Chin Fong's Trust Company of the West Experience June 2011 - August 2011
Job Product Manager at Risk Assistance Network + Exchange (RANE)
Industry Higher Education
Experience
Risk Assistance Network + Exchange (RANE) June 2014 - Present
Adam and Luna Services August 2012 - Present
StoryApp (Adm and Luna) August 2012 - May 2014
plyfe (plyfe.me) March 2012 - August 2012
Fordham University October 2010 - March 2012
Trust Company of the West June 2011 - August 2011
Uniqlo May 2009 - April 2010
Fordham University September 2008 - December 2008
Skills
Product Development, User Experience, Mobile Applications, Product Management, Gamification, Program Management, Strategy, Analytics, Networking, Web Applications, User Interface Design, Social Media, Customer Relations, Facebook, Windows, Time Management, Troubleshooting, PowerPoint, Customer Service, Microsoft Excel, Problem Solving, Microsoft Office, Google Analytics, Wire Framing, Management, Social Networking, Active Directory, Project Management, Mac, Market Research, Mobile Devices, User Flows, Business Analysis, Start-ups, Agile Methodologies, HTML, CSS, Scrum, Quality Assurance, Digital Media, Mobile Technology, Mobile Design, Web Development, Web Design, Social Media Marketing, SaaS, User Stories, Photoshop, JIRA, Github
Education
Fordham University 2008 — 2012
Bachelors, Business Administration double major in Management and Info system
Fordham Preparatory School 2004 — 2008
High School Diploma
Risk Assistance Network + Exchange (RANE) June 2014 - Present
Adam and Luna Services August 2012 - Present
StoryApp (Adm and Luna) August 2012 - May 2014
plyfe (plyfe.me) March 2012 - August 2012
Fordham University October 2010 - March 2012
Trust Company of the West June 2011 - August 2011
Uniqlo May 2009 - April 2010
Fordham University September 2008 - December 2008
Skills
Product Development, User Experience, Mobile Applications, Product Management, Gamification, Program Management, Strategy, Analytics, Networking, Web Applications, User Interface Design, Social Media, Customer Relations, Facebook, Windows, Time Management, Troubleshooting, PowerPoint, Customer Service, Microsoft Excel, Problem Solving, Microsoft Office, Google Analytics, Wire Framing, Management, Social Networking, Active Directory, Project Management, Mac, Market Research, Mobile Devices, User Flows, Business Analysis, Start-ups, Agile Methodologies, HTML, CSS, Scrum, Quality Assurance, Digital Media, Mobile Technology, Mobile Design, Web Development, Web Design, Social Media Marketing, SaaS, User Stories, Photoshop, JIRA, Github
Education
Fordham University 2008 — 2012
Bachelors, Business Administration double major in Management and Info system
Fordham Preparatory School 2004 — 2008
High School Diploma
Scott Taft, CIMA® Scott Taft, CIMA®'s Trust Company of the West Experience August 2006 - December 2007
Job Vice President, Regional Director at Legg Mason
Industry Investment Management
Experience
Legg Mason April 2014 - Present
Legg Mason April 2009 - April 2014
Legg Mason (including predecessor firm Citigroup Asset Management) December 2007 - April 2009
Trust Company of the West August 2006 - December 2007
Citigroup Asset Management April 2004 - August 2006
Strong Investments July 2000 - April 2004
Skills
Web Presence, Online Marketing, Value Proposition..., Public Speaking, Mutual Funds, Separately Managed..., Fund Of Funds, Social Media Marketing, Online Presence, Client Acquisition, Client Retention, Client Relationship..., Prospect Research, Client Service, Relationship Marketing, Visibility, SEO, Website Building, Website Promotion, Wholesaling, Small Business
Education
Texas Christian University 1993 — 1998
Bachelor of Arts (B.A.), Management
Grapevine High School 1990 — 1993
Legg Mason April 2014 - Present
Legg Mason April 2009 - April 2014
Legg Mason (including predecessor firm Citigroup Asset Management) December 2007 - April 2009
Trust Company of the West August 2006 - December 2007
Citigroup Asset Management April 2004 - August 2006
Strong Investments July 2000 - April 2004
Skills
Web Presence, Online Marketing, Value Proposition..., Public Speaking, Mutual Funds, Separately Managed..., Fund Of Funds, Social Media Marketing, Online Presence, Client Acquisition, Client Retention, Client Relationship..., Prospect Research, Client Service, Relationship Marketing, Visibility, SEO, Website Building, Website Promotion, Wholesaling, Small Business
Education
Texas Christian University 1993 — 1998
Bachelor of Arts (B.A.), Management
Grapevine High School 1990 — 1993
Jeffrey (V.) Peterson Jeffrey (V.) Peterson's Trust Company of the West Experience 1992 - 2005
Job Chairman, President & CEO at Peterson Realty Group, Inc.
Industry Real Estate
Experience
Peterson Realty Group, Inc. January 2005 - Present
Standard Pacific Corp. May 2000 - May 2009
Standard Pacific Corp March 2008 - December 2008
Trust Company of the West 1992 - 2005
Overseas Work Experience January 1966 - January 2004
Kidder, Peabody & Co. January 1992 - January 2001
Education
Stanford University Graduate School of Business
MBA
University of Southern California
BS, Finance
Peterson Realty Group, Inc. January 2005 - Present
Standard Pacific Corp. May 2000 - May 2009
Standard Pacific Corp March 2008 - December 2008
Trust Company of the West 1992 - 2005
Overseas Work Experience January 1966 - January 2004
Kidder, Peabody & Co. January 1992 - January 2001
Education
Stanford University Graduate School of Business
MBA
University of Southern California
BS, Finance
Tevana Butcher's Trust Company of the West Experience April 2006 - August 2008
Job Operations Assistant at GDC Digital Cinema Network
Industry Executive Office
Experience
GDC Technology Limited June 2013 - Present
Adecco Staffing, USA March 2013 - June 2013
XPRT Staffing May 2009 - December 2012
Cinelease, Inc. October 2011 - May 2012
Office Team January 2009 - August 2009
Trust Company of the West April 2006 - August 2008
The Athenaeum Fund June 2004 - April 2006
Eurotel International February 2004 - June 2004
Taylor & Francis Books, Inc July 2001 - November 2003
Skills
Event Management, Microsoft Office, Travel Arrangements, Microsoft Word, Microsoft Excel, Data Entry, Telephone Skills, Research, Sales, Workshop Facilitation, Marketing, Online Research, Accounts Payable, Books, Advertising, Management, Time Management, Event Planning, Social Networking, Social Media Marketing
Education
City College of The City University of New York 1992 — 1997
Bachelor of Arts, English
Nassau Community College 1990 — 1992
Associate of Arts, Liberal Arts
GDC Technology Limited June 2013 - Present
Adecco Staffing, USA March 2013 - June 2013
XPRT Staffing May 2009 - December 2012
Cinelease, Inc. October 2011 - May 2012
Office Team January 2009 - August 2009
Trust Company of the West April 2006 - August 2008
The Athenaeum Fund June 2004 - April 2006
Eurotel International February 2004 - June 2004
Taylor & Francis Books, Inc July 2001 - November 2003
Skills
Event Management, Microsoft Office, Travel Arrangements, Microsoft Word, Microsoft Excel, Data Entry, Telephone Skills, Research, Sales, Workshop Facilitation, Marketing, Online Research, Accounts Payable, Books, Advertising, Management, Time Management, Event Planning, Social Networking, Social Media Marketing
Education
City College of The City University of New York 1992 — 1997
Bachelor of Arts, English
Nassau Community College 1990 — 1992
Associate of Arts, Liberal Arts
Carolina Zimmerman Carolina Zimmerman's Trust Company of the West Experience July 2004 - September 2005
Job Analyst en AES Corporation US SBU
Industry Renewables & Environment
Experience
AES September 2013 - May 2015
AES July 2012 - September 2013
Frontier Strategy Group January 2012 - March 2012
ManattJones Global Strategies June 2011 - August 2011
NWQ October 2005 - August 2010
Trust Company of the West July 2004 - September 2005
RAND Corporation October 2003 - July 2004
Skills
Renewable Energy, Energy, Energy Storage, Wind Power, Financial Analysis, Financial Reporting, Policy Analysis, Energy Policy, Renewable Energy Policy, Financial Markets, Latin American Studies, SAP BPC, SAP
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2012
Master of Arts (MA), International Economics & International Relations with a concentration in Latin American studies
University of Southern California 1998 — 2003
Bachelor's Degree, Economics
University of Southern California 1998 — 2003
Bachelor of Architecture (B.Arch.), Architecture
AES September 2013 - May 2015
AES July 2012 - September 2013
Frontier Strategy Group January 2012 - March 2012
ManattJones Global Strategies June 2011 - August 2011
NWQ October 2005 - August 2010
Trust Company of the West July 2004 - September 2005
RAND Corporation October 2003 - July 2004
Skills
Renewable Energy, Energy, Energy Storage, Wind Power, Financial Analysis, Financial Reporting, Policy Analysis, Energy Policy, Renewable Energy Policy, Financial Markets, Latin American Studies, SAP BPC, SAP
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2012
Master of Arts (MA), International Economics & International Relations with a concentration in Latin American studies
University of Southern California 1998 — 2003
Bachelor's Degree, Economics
University of Southern California 1998 — 2003
Bachelor of Architecture (B.Arch.), Architecture
Mark Konyndyk Mark Konyndyk's Trust Company of the West Experience July 2010 - November 2011
Job Group Finance Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft February 2012 - Present
Trust Company of the West July 2010 - November 2011
Thornburg Investment Management May 2009 - August 2009
Microsoft December 2007 - September 2008
EY May 2006 - October 2007
Ernst & Young, LLP May 2003 - April 2006
Crowe Horwath LLP January 2002 - May 2003
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Valuation, Investments, Management, Equity Research, Internal Audit, Accounting, Mergers & Acquisitions, Private Equity, Cash Flow, Forecasting, Auditing, Financial Reporting, Budgeting, GAAP, Asset Managment, Supply Chain Management, Manufacturing, Finance, Strategy
Education
University of Southern California - Marshall School of Business 2008 — 2010
Master
Michigan State University - The Eli Broad Graduate School of Management 2000 — 2001
Master of Science
Michigan State University 1996 — 2000
Bachelor
Microsoft February 2012 - Present
Trust Company of the West July 2010 - November 2011
Thornburg Investment Management May 2009 - August 2009
Microsoft December 2007 - September 2008
EY May 2006 - October 2007
Ernst & Young, LLP May 2003 - April 2006
Crowe Horwath LLP January 2002 - May 2003
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Valuation, Investments, Management, Equity Research, Internal Audit, Accounting, Mergers & Acquisitions, Private Equity, Cash Flow, Forecasting, Auditing, Financial Reporting, Budgeting, GAAP, Asset Managment, Supply Chain Management, Manufacturing, Finance, Strategy
Education
University of Southern California - Marshall School of Business 2008 — 2010
Master
Michigan State University - The Eli Broad Graduate School of Management 2000 — 2001
Master of Science
Michigan State University 1996 — 2000
Bachelor
Heidi Wells Heidi Wells's Trust Company of the West Experience August 1995 - July 1999
Job Consulting Clinical Director at Lotus Place Recovery LLC
Industry Mental Health Care
Experience
Lotus Place Recovery LLC April 2015 - Present
Psychotherapy & Counseling Private Practice October 2005 - Present
Sure Haven Inc. May 2013 - May 2014
Shorenstein Realty Services June 2004 - April 2013
Womens Therapy Center 2005 - 2007
Shorenstein Realty Services July 2002 - June 2004
Bain & Company August 2000 - July 2002
Trust Company of the West August 1995 - July 1999
Andersen Business Consulting 1991 - 1995
Skills
Psychotherapy, Conflict Resolution, Non-profits, Family Therapy, Psychology, Adults, Mental Health, Counseling Psychology, PTSD, Childhood Trauma, Couples Counseling, Child Sexual Abuse, Post Traumatic Stress, Nonprofits, Mental Health Counseling, Self-esteem, CBT, Adolescents, Therapists, Crisis Intervention, Life Transitions, Group Therapy, Stress Management, Coaching, Treatment, Healing, Social Services, Interventions, Behavioral Health, Anger Management, Addiction Recovery, Stress, Grief Counseling, Play Therapy, Motivational..., Chemical Dependency, Meditation, Program Development, Crisis, Case Managment, Mindfulness, Psychological Assessment, Clinical Supervision, Dual Diagnosis, Young Adults, Individual Counselling, Treatment of depression, Trauma Therapy, Mindfulness-based..., Harm Reduction
Education
John F. Kennedy University 2003 — 2007
MA, Counseling Psychology
Marymount California University 1997 — 1999
Associate Arts, Psychology
Lotus Place Recovery LLC April 2015 - Present
Psychotherapy & Counseling Private Practice October 2005 - Present
Sure Haven Inc. May 2013 - May 2014
Shorenstein Realty Services June 2004 - April 2013
Womens Therapy Center 2005 - 2007
Shorenstein Realty Services July 2002 - June 2004
Bain & Company August 2000 - July 2002
Trust Company of the West August 1995 - July 1999
Andersen Business Consulting 1991 - 1995
Skills
Psychotherapy, Conflict Resolution, Non-profits, Family Therapy, Psychology, Adults, Mental Health, Counseling Psychology, PTSD, Childhood Trauma, Couples Counseling, Child Sexual Abuse, Post Traumatic Stress, Nonprofits, Mental Health Counseling, Self-esteem, CBT, Adolescents, Therapists, Crisis Intervention, Life Transitions, Group Therapy, Stress Management, Coaching, Treatment, Healing, Social Services, Interventions, Behavioral Health, Anger Management, Addiction Recovery, Stress, Grief Counseling, Play Therapy, Motivational..., Chemical Dependency, Meditation, Program Development, Crisis, Case Managment, Mindfulness, Psychological Assessment, Clinical Supervision, Dual Diagnosis, Young Adults, Individual Counselling, Treatment of depression, Trauma Therapy, Mindfulness-based..., Harm Reduction
Education
John F. Kennedy University 2003 — 2007
MA, Counseling Psychology
Marymount California University 1997 — 1999
Associate Arts, Psychology
Richard Eldred Richard Eldred's Trust Company of the West Experience January 2010 - 2011
Job Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage 2011 - Present
Trust Company of the West January 2010 - 2011
MWAM llc May 2008 - 2011
Indymac Bank 2004 - 2007
Deutsche Bank 2002 - 2003
Taylor Rafferty 2001 - 2002
Skills
Asset Managment, Equities, MBS, Alternative Investments, Capital Markets, Risk Management, Marketing, Bloomberg Terminal, Corporate Finance, Project Management, PowerPoint, Microsoft Office, ABS, Loans, Finance, Negotiation, Analysis, Asset Management, Townhomes, Real Estate Financing, Short Sales, REO, Residential Homes, Mortgage Lending, Investment Properties, Buyers, Sellers, Single Family Homes, First Time Home Buyers, Foreclosures, Real Estate, 1031 Exchanges, SFR, Real Estate Economics, Real Estate Transactions, Condos, Brokerage, Investors, Relocation, Real Property, Referrals
Education
Pace University 2000 — 2002
BBA, Double Major: Finance and International Mangement
Coldwell Banker Residential Brokerage 2011 - Present
Trust Company of the West January 2010 - 2011
MWAM llc May 2008 - 2011
Indymac Bank 2004 - 2007
Deutsche Bank 2002 - 2003
Taylor Rafferty 2001 - 2002
Skills
Asset Managment, Equities, MBS, Alternative Investments, Capital Markets, Risk Management, Marketing, Bloomberg Terminal, Corporate Finance, Project Management, PowerPoint, Microsoft Office, ABS, Loans, Finance, Negotiation, Analysis, Asset Management, Townhomes, Real Estate Financing, Short Sales, REO, Residential Homes, Mortgage Lending, Investment Properties, Buyers, Sellers, Single Family Homes, First Time Home Buyers, Foreclosures, Real Estate, 1031 Exchanges, SFR, Real Estate Economics, Real Estate Transactions, Condos, Brokerage, Investors, Relocation, Real Property, Referrals
Education
Pace University 2000 — 2002
BBA, Double Major: Finance and International Mangement
Fabienne Bernard's Trust Company of the West Experience April 1996 - February 2002
Job Market Research at McMasterCarr
Industry Consumer Services
Experience
McMaster-Carr September 2012 - Present
The Gathering Place-West October 2008 - July 2011
Various Yoga Studios - Cleveland June 2007 - July 2011
Forest City Enterprises April 2005 - July 2011
Capital Group March 2002 - March 2005
Trust Company of the West April 1996 - February 2002
Skills
Fluent French, German, Licensed pilot, Licensed parachutist, Holistic Nutritionist..., French, Private Pilot, Social Media, Financial Reporting, Yoga, SAP, Leadership, Holistic Health, Strategic Planning, Marketing, Research, Management, Microsoft Office, Public Relations, Marketing Strategy, Spanish, Accounting, Analysis, Coaching, Microsoft Excel, Financial Analysis, PowerPoint
Education
Université Nancy 2 1999 — 2000
M.A., English & Foreign Civilizations
Weller International Business School 1990 — 1993
B.S. Equiv., Business
Harvard University 1994 — 1996
Creative Writing Program
American College of Healthcare Sciences 2010 — 2012
Holistic Health Certification
Om Yoga @ Evolution - Cleveland 2007 — 2007
Certified Yoga Teacher
McMaster-Carr September 2012 - Present
The Gathering Place-West October 2008 - July 2011
Various Yoga Studios - Cleveland June 2007 - July 2011
Forest City Enterprises April 2005 - July 2011
Capital Group March 2002 - March 2005
Trust Company of the West April 1996 - February 2002
Skills
Fluent French, German, Licensed pilot, Licensed parachutist, Holistic Nutritionist..., French, Private Pilot, Social Media, Financial Reporting, Yoga, SAP, Leadership, Holistic Health, Strategic Planning, Marketing, Research, Management, Microsoft Office, Public Relations, Marketing Strategy, Spanish, Accounting, Analysis, Coaching, Microsoft Excel, Financial Analysis, PowerPoint
Education
Université Nancy 2 1999 — 2000
M.A., English & Foreign Civilizations
Weller International Business School 1990 — 1993
B.S. Equiv., Business
Harvard University 1994 — 1996
Creative Writing Program
American College of Healthcare Sciences 2010 — 2012
Holistic Health Certification
Om Yoga @ Evolution - Cleveland 2007 — 2007
Certified Yoga Teacher
Chris Scibelli Chris Scibelli's Trust Company of the West Experience December 2009 - June 2013
Job Managing Director
Industry Investment Management
Experience
Ares Management LP November 2013 - March 2015
Trust Company of the West December 2009 - June 2013
Metropolitan West Asset Management August 1996 - December 2009
Hotchkis and Wiley October 1993 - July 1996
Education
UCLA Anderson School of Management 1988 — 1990
Master of Business Administration (MBA), Finance, General
Harvard College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Woodrow Wilson High School 1977 — 1979
Ares Management LP November 2013 - March 2015
Trust Company of the West December 2009 - June 2013
Metropolitan West Asset Management August 1996 - December 2009
Hotchkis and Wiley October 1993 - July 1996
Education
UCLA Anderson School of Management 1988 — 1990
Master of Business Administration (MBA), Finance, General
Harvard College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Woodrow Wilson High School 1977 — 1979
Daniel Field, CFP®'s Trust Company of the West Experience October 2005 - December 2005
Job Wealth Advisor at J. M. Egan Wealth Advisors, LLC
Industry Financial Services
Experience
J. M. Egan Wealth Advisors, LLC June 2015 - Present
Masterworks Fiscal Advisors August 2014 - May 2015
Summit Financial Resources May 2008 - August 2014
Corkscrew Cafe January 2007 - August 2007
American Funds January 2006 - December 2006
Trust Company of the West October 2005 - December 2005
Hotel State College Company April 2003 - June 2004
New Jersey Cardinals May 2001 - September 2001
Skills
Wealth Management, Alternative Investments, Investment Strategies, Estate Planning, Retirement, Financial Goals, Financial Advisory, Strategic Financial..., Portfolio Management, Insurance, Retirement Planning, Finance, Equities, Management, Investments, Financial Reporting, Leadership, Business Planning, Series 7, Fixed Income, CRM, Asset Allocation, Financial Planning
Education
Fairleigh Dickinson University-Metropolitan Campus 2007 — 2008
Certificate, Financial Planning
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Finance, General
J. M. Egan Wealth Advisors, LLC June 2015 - Present
Masterworks Fiscal Advisors August 2014 - May 2015
Summit Financial Resources May 2008 - August 2014
Corkscrew Cafe January 2007 - August 2007
American Funds January 2006 - December 2006
Trust Company of the West October 2005 - December 2005
Hotel State College Company April 2003 - June 2004
New Jersey Cardinals May 2001 - September 2001
Skills
Wealth Management, Alternative Investments, Investment Strategies, Estate Planning, Retirement, Financial Goals, Financial Advisory, Strategic Financial..., Portfolio Management, Insurance, Retirement Planning, Finance, Equities, Management, Investments, Financial Reporting, Leadership, Business Planning, Series 7, Fixed Income, CRM, Asset Allocation, Financial Planning
Education
Fairleigh Dickinson University-Metropolitan Campus 2007 — 2008
Certificate, Financial Planning
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Finance, General
John Lowman's Trust Company of the West Experience March 1991 - September 2006
Job Institutional Marketing and Sales
Industry Financial Services
Experience
MacDuff Capital, LLC May 2010 - Present
First Avenue Partners January 2007 - April 2009
Trust Company of the West March 1991 - September 2006
Skills
Sales and Marketing, Investments, Capital Markets, Corporate Finance, Venture Capital, Banking, Finance, Investment Management, Financial Services, Business Development, Alternative Investments, Marketing, Investment Strategies
Education
Rollins College 1969 — 1973
Bachelor of Arts (B.A.), Economics
Rollins College - Crummer Graduate School of Business
Master of Business Administration (M.B.A.), Economics
MacDuff Capital, LLC May 2010 - Present
First Avenue Partners January 2007 - April 2009
Trust Company of the West March 1991 - September 2006
Skills
Sales and Marketing, Investments, Capital Markets, Corporate Finance, Venture Capital, Banking, Finance, Investment Management, Financial Services, Business Development, Alternative Investments, Marketing, Investment Strategies
Education
Rollins College 1969 — 1973
Bachelor of Arts (B.A.), Economics
Rollins College - Crummer Graduate School of Business
Master of Business Administration (M.B.A.), Economics
Delia Roges Delia Roges's Trust Company of the West Experience 1994 - 2007
Job Managing Director at Invesco
Industry Investment Management
Experience
Invesco July 2011 - Present
Wetherly Capital Group 2007 - 2011
Trust Company of the West 1994 - 2007
Skills
Asset Management, Alternative Investments, Investments, Equities, Investment Management, Private Equity, Investment Strategies, Fixed Income, Portfolio Management, Asset Allocation, Investment Advisory, Mutual Funds, Capital Markets
Education
University of Southern California
Master of Business Administration (M.B.A.)
Loyola Marymount University
Bachelor's Degree, Finance
Invesco July 2011 - Present
Wetherly Capital Group 2007 - 2011
Trust Company of the West 1994 - 2007
Skills
Asset Management, Alternative Investments, Investments, Equities, Investment Management, Private Equity, Investment Strategies, Fixed Income, Portfolio Management, Asset Allocation, Investment Advisory, Mutual Funds, Capital Markets
Education
University of Southern California
Master of Business Administration (M.B.A.)
Loyola Marymount University
Bachelor's Degree, Finance
Vladimir Belinsky Vladimir Belinsky's Trust Company of the West Experience January 1994 - March 1996
Job President at Hermitage Advisors, Regestered Investment Advisor
Industry Investment Management
Experience
Hermitage Advisors June 2003 - Present
Ashbridge Investment Management January 1997 - January 2000
Trust Company of the West January 1994 - March 1996
Sanford C. Bernstein January 1989 - July 1992
Robertson Coleman and Stephens March 1986 - January 1989
Skills
Investment Management, Alternative Investments, Portfolio Management, Investment Advisory, Asset Allocation, Investment Reasearch, Manager Research, Due Diligence, Private Equity, Venture Capital, Multi-generational..., Asset Protection, Strategic Planning, Public Speaking, Investments
Education
Santa Clara University 1973 — 1977
BA, Humanities
Hermitage Advisors June 2003 - Present
Ashbridge Investment Management January 1997 - January 2000
Trust Company of the West January 1994 - March 1996
Sanford C. Bernstein January 1989 - July 1992
Robertson Coleman and Stephens March 1986 - January 1989
Skills
Investment Management, Alternative Investments, Portfolio Management, Investment Advisory, Asset Allocation, Investment Reasearch, Manager Research, Due Diligence, Private Equity, Venture Capital, Multi-generational..., Asset Protection, Strategic Planning, Public Speaking, Investments
Education
Santa Clara University 1973 — 1977
BA, Humanities
Kimberley Haught West Kimberley Haught West's Trust Company of the West Experience 1989 - 1992
Job Studying for my PSI exam!
Industry Real Estate
Experience
One With Wellness, LLC 2003 - Present
Vegan Sweets & Such, LLC 1993 - Present
Trust Company of the West 1989 - 1992
Ogilvy & Mather 1987 - 1989
Skills
Teaching, Microsoft Office, Public Speaking, Research, Customer Service, Curriculum Development, Microsoft Excel, PowerPoint, Higher Education, Strategic Planning, Microsoft Word
Education
Purdue University
Pace University-Pleasantville/Briarcliff Campus
One With Wellness, LLC 2003 - Present
Vegan Sweets & Such, LLC 1993 - Present
Trust Company of the West 1989 - 1992
Ogilvy & Mather 1987 - 1989
Skills
Teaching, Microsoft Office, Public Speaking, Research, Customer Service, Curriculum Development, Microsoft Excel, PowerPoint, Higher Education, Strategic Planning, Microsoft Word
Education
Purdue University
Pace University-Pleasantville/Briarcliff Campus
Elizabeth Gagnon's Trust Company of the West Experience August 2005 - Present
Job
Industry Financial Services
Experience
Trust Company of the West August 2005 - Present
CEB October 2004 - August 2005
Education
Georgetown University 2000 — 2004
Marketing
Trust Company of the West August 2005 - Present
CEB October 2004 - August 2005
Education
Georgetown University 2000 — 2004
Marketing
Addison Hagan Addison Hagan's Trust Company of the West Experience November 2013 - Present
Job Vice President at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West November 2013 - Present
Stadion Money Management August 2009 - November 2013
Transamerica Mutual Funds October 2008 - June 2009
U.S. Trust, Bank of America Private Wealth Management July 2006 - October 2008
Wachovia Bank September 2005 - July 2006
Putnam Investments August 1997 - September 2005
United States Marine Corps November 1992 - August 1997
Skills
Wealth Management, Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Banking, High Net Worth..., Marketing, Alternative Investments, Asset Allocation, Series 63, Asset Management, Investment Strategies, Investments, Retirement Planning, Investment Advisory, Technical Analysis, Salesforce.com, Marketing Strategy
Education
Virginia Military Institute
BA
Hampden-Sydney College
Trust Company of the West November 2013 - Present
Stadion Money Management August 2009 - November 2013
Transamerica Mutual Funds October 2008 - June 2009
U.S. Trust, Bank of America Private Wealth Management July 2006 - October 2008
Wachovia Bank September 2005 - July 2006
Putnam Investments August 1997 - September 2005
United States Marine Corps November 1992 - August 1997
Skills
Wealth Management, Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Banking, High Net Worth..., Marketing, Alternative Investments, Asset Allocation, Series 63, Asset Management, Investment Strategies, Investments, Retirement Planning, Investment Advisory, Technical Analysis, Salesforce.com, Marketing Strategy
Education
Virginia Military Institute
BA
Hampden-Sydney College
Patrick Dennis Patrick Dennis's Trust Company of the West Experience January 2013 - Present
Job Senior Vice President & Associate General Counsel at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West January 2013 - Present
Paul Hastings July 2010 - January 2013
Dechert LLP January 2008 - May 2010
Dechert LLP September 2006 - December 2007
U.S. Department of State September 2005 - December 2005
International Law Institute May 2005 - August 2005
Skills
Mutual Funds, Hedge Funds, Asset Management, Closed-end Funds, Fund Formation, Investment Management, Securities Regulation, Corporate Law, Investment Advisor..., Investment Company Act, Contract Negotiation, Investments, Financial Services, Legal Research, Legal Writing, Corporate Governance
Education
Georgetown University Law Center 2003 — 2006
J.D., Law
University of Warwick 2002 — 2003
Study Abroad Program, Early Modern European History
University of California, San Diego 1999 — 2003
B.A., History, Political Science
Trust Company of the West January 2013 - Present
Paul Hastings July 2010 - January 2013
Dechert LLP January 2008 - May 2010
Dechert LLP September 2006 - December 2007
U.S. Department of State September 2005 - December 2005
International Law Institute May 2005 - August 2005
Skills
Mutual Funds, Hedge Funds, Asset Management, Closed-end Funds, Fund Formation, Investment Management, Securities Regulation, Corporate Law, Investment Advisor..., Investment Company Act, Contract Negotiation, Investments, Financial Services, Legal Research, Legal Writing, Corporate Governance
Education
Georgetown University Law Center 2003 — 2006
J.D., Law
University of Warwick 2002 — 2003
Study Abroad Program, Early Modern European History
University of California, San Diego 1999 — 2003
B.A., History, Political Science
Erlend Bo's Trust Company of the West Experience June 1998 - December 2012
Job Managing Director at Angel Oak Capital Advisors, LLC
Industry Investment Management
Experience
Angel Oak Capital Advisors, LLC February 2014 - Present
Trust Company of the West June 1998 - December 2012
Smith Barney May 1997 - June 1998
Prudential Securities 1992 - 1997
Skills
Mutual Funds, Asset Management, Institutional, Series 7, Alternative Investments, Series 24, Series 65, RIA, Brokerage, National Accounts, Sales Management, Salesforce.com, Web Development, Separately Managed..., Foundations, Defined Benefit, Retirement, Asset Managment, Defined Contribution, Marketing Communications, Marketing Strategy, Digital Marketing, Sales Presentations, Risk Management, Negotiation, Asset Allocation, Series 63, Investments, ETFs, Strategy, Business Planning, Hedge Funds, Investment Advisory, Financial Advisory, Equities, Investment Strategies, Investment Management, Fixed Income, Fund Of Funds, Securities, Retirement Planning, Portfolio Management, Bonds, FINRA, Capital Markets, Financial Services, Bloomberg, Emerging Markets, Structured Products, Integrity
Education
University of Surrey 1985 — 1988
B.Eng, Electronic and Electrical Engineering, Honors Degree
UMIST 1984 — 1985
Engineering
Norwegian University of Science and Technology (NTNU) 1984 — 1984
Norwegian Royal Palace Guard 1983 — 1984
Valler High School, Oslo 1980 — 1983
Physical Sciences
Angel Oak Capital Advisors, LLC February 2014 - Present
Trust Company of the West June 1998 - December 2012
Smith Barney May 1997 - June 1998
Prudential Securities 1992 - 1997
Skills
Mutual Funds, Asset Management, Institutional, Series 7, Alternative Investments, Series 24, Series 65, RIA, Brokerage, National Accounts, Sales Management, Salesforce.com, Web Development, Separately Managed..., Foundations, Defined Benefit, Retirement, Asset Managment, Defined Contribution, Marketing Communications, Marketing Strategy, Digital Marketing, Sales Presentations, Risk Management, Negotiation, Asset Allocation, Series 63, Investments, ETFs, Strategy, Business Planning, Hedge Funds, Investment Advisory, Financial Advisory, Equities, Investment Strategies, Investment Management, Fixed Income, Fund Of Funds, Securities, Retirement Planning, Portfolio Management, Bonds, FINRA, Capital Markets, Financial Services, Bloomberg, Emerging Markets, Structured Products, Integrity
Education
University of Surrey 1985 — 1988
B.Eng, Electronic and Electrical Engineering, Honors Degree
UMIST 1984 — 1985
Engineering
Norwegian University of Science and Technology (NTNU) 1984 — 1984
Norwegian Royal Palace Guard 1983 — 1984
Valler High School, Oslo 1980 — 1983
Physical Sciences
Robert Oester Robert Oester's Trust Company of the West Experience 1998 - 2008
Job INVESTMENT MANAGEMENT | COMPLIANCE ANALYST | MUTUAL FUNDS | GIPS
Industry Investment Management
Experience
Ares Management LLC July 2013 - Present
Nuveen Investments 2008 - May 2013
Trust Company of the West 1998 - 2008
Skills
Research, Mutual Funds, Performance Management, Securities, Analytics, Compliance, Charles River IMS, GIPS, Bloomberg, Microsoft Office, Zephyr Style Advisor
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
MBA, Finance
Loyola University New Orleans 1987 — 1991
BA, History
Ares Management LLC July 2013 - Present
Nuveen Investments 2008 - May 2013
Trust Company of the West 1998 - 2008
Skills
Research, Mutual Funds, Performance Management, Securities, Analytics, Compliance, Charles River IMS, GIPS, Bloomberg, Microsoft Office, Zephyr Style Advisor
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
MBA, Finance
Loyola University New Orleans 1987 — 1991
BA, History
Jeffrey Gordon, CFA Jeffrey Gordon, CFA's Trust Company of the West Experience June 2011 - August 2011
Job Investment Professional at Tennenbaum Capital Partners, LLC
Industry Investment Management
Experience
Tennenbaum Capital Partners, LLC June 2014 - Present
University of California Office of the CIO of The Regents June 2012 - May 2014
Trust Company of the West June 2011 - August 2011
The Northern Trust Company May 2005 - June 2010
Education
University of Southern California - Marshall School of Business 2010 — 2012
Master of Business Administration (MBA), Graduate Certificate in Financial Analysis and Valuation
Miami University 2001 — 2005
B.S., Business Economics
Tennenbaum Capital Partners, LLC June 2014 - Present
University of California Office of the CIO of The Regents June 2012 - May 2014
Trust Company of the West June 2011 - August 2011
The Northern Trust Company May 2005 - June 2010
Education
University of Southern California - Marshall School of Business 2010 — 2012
Master of Business Administration (MBA), Graduate Certificate in Financial Analysis and Valuation
Miami University 2001 — 2005
B.S., Business Economics
Jacqueline Yapp's Trust Company of the West Experience February 1994 - December 1998
Job Owner at H2 Entertainment
Industry Entertainment
Experience
H2 Entertainment July 2004 - Present
Coast Asset Management September 2001 - November 2003
Trust Company of the West February 1994 - December 1998
Skills
Marketing, Strategy, Alternative Investments, Hedge Funds, Investments, Asset Managment, Film, Portfolio Management, Management, Entertainment, Music Production, Creative Direction, Music Industry, Pensions, Social Networking, Television, Promotions, Music, Leadership, Strategic Planning, Video
Education
University of California, Los Angeles 2008 — 2009
CFP, Financial Planning
Pepperdine University 1989 — 1992
BSM, Business Management
H2 Entertainment July 2004 - Present
Coast Asset Management September 2001 - November 2003
Trust Company of the West February 1994 - December 1998
Skills
Marketing, Strategy, Alternative Investments, Hedge Funds, Investments, Asset Managment, Film, Portfolio Management, Management, Entertainment, Music Production, Creative Direction, Music Industry, Pensions, Social Networking, Television, Promotions, Music, Leadership, Strategic Planning, Video
Education
University of California, Los Angeles 2008 — 2009
CFP, Financial Planning
Pepperdine University 1989 — 1992
BSM, Business Management
Chrisleen Sun Chrisleen Sun's Trust Company of the West Experience May 2004 - January 2006
Job Business Analyst, Marketing Proposal Coordinator, Executive/Administrative Assistant
Industry Information Technology and Services
Experience
Southern California Edison September 2010 - February 2011
Southern California Edison March 2010 - August 2010
Willdan February 2008 - October 2009
The Kor Group March 2007 - July 2007
Trust Company of the West May 2004 - January 2006
The Festival Companies October 2003 - March 2004
Cushman & Wakefield November 2001 - October 2002
Trust Company of the West May 1997 - September 2001
Skills
Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Access, Visio, Process Scheduler, Budgets, Software Documentation, InDesign, Research, System Administration, Marketing, Proposal Writing, Project Management, Analysis, Adobe Creative Suite, MS Project, Accounts Receivable, Management
Education
Orange Coast College 1990 — 1991
Business Administration/English
Pasadena City College 1987 — 1989
Business Administration/English
Southern California Edison September 2010 - February 2011
Southern California Edison March 2010 - August 2010
Willdan February 2008 - October 2009
The Kor Group March 2007 - July 2007
Trust Company of the West May 2004 - January 2006
The Festival Companies October 2003 - March 2004
Cushman & Wakefield November 2001 - October 2002
Trust Company of the West May 1997 - September 2001
Skills
Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Access, Visio, Process Scheduler, Budgets, Software Documentation, InDesign, Research, System Administration, Marketing, Proposal Writing, Project Management, Analysis, Adobe Creative Suite, MS Project, Accounts Receivable, Management
Education
Orange Coast College 1990 — 1991
Business Administration/English
Pasadena City College 1987 — 1989
Business Administration/English
Alan Mitchell's Trust Company of the West Experience June 2011 - August 2011
Job Senior Project Manager at New York City Economic Development Corporation
Industry Management Consulting
Experience
New York City Economic Development Corporation August 2015 - Present
The Boston Consulting Group January 2013 - August 2015
Montana Democratic Party June 2012 - November 2012
Trust Company of the West June 2011 - August 2011
U.S. House of Representatives May 2011 - June 2011
Public Citizen June 2010 - August 2010
Skills
Economics, Political Campaigns, Statistics, Stata, Research, Management Consulting, Strategy
Education
Pomona College 2008 — 2012
BA, Economics
William G. Enloe High School 2004 — 2008
New York City Economic Development Corporation August 2015 - Present
The Boston Consulting Group January 2013 - August 2015
Montana Democratic Party June 2012 - November 2012
Trust Company of the West June 2011 - August 2011
U.S. House of Representatives May 2011 - June 2011
Public Citizen June 2010 - August 2010
Skills
Economics, Political Campaigns, Statistics, Stata, Research, Management Consulting, Strategy
Education
Pomona College 2008 — 2012
BA, Economics
William G. Enloe High School 2004 — 2008
Peter Moore, CFA Peter Moore, CFA's Trust Company of the West Experience February 2011 - January 2015
Job Senior Vice President at The TCW Group
Industry Investment Management
Experience
The TCW Group February 2015 - Present
Trust Company of the West February 2011 - January 2015
Trust Company of the West July 2007 - February 2011
Trust Company of the West September 2005 - July 2007
3Dconnexion June 2004 - August 2004
Skills
Asset Managment, Portfolio Performance..., Asset Allocation, Equities, Fixed Income, Alternative Investments, Mutual Funds, Series 7, Series 63, Series 65, Investment Management, Hedge Funds, Investments, Valuation, Portfolio Management, Bloomberg, Investment Strategies, Fund Of Funds, Equity Research, Securities, Asset Management, Capital Markets, Bonds, Structured Products, ETFs, Finance, Bloomberg Terminal, Investment Advisory
Education
University of Southern California - Marshall School of Business 2009 — 2012
MBA
Santa Clara University 2001 — 2005
BS, Finance
Loyola High School 1997 — 2001
The TCW Group February 2015 - Present
Trust Company of the West February 2011 - January 2015
Trust Company of the West July 2007 - February 2011
Trust Company of the West September 2005 - July 2007
3Dconnexion June 2004 - August 2004
Skills
Asset Managment, Portfolio Performance..., Asset Allocation, Equities, Fixed Income, Alternative Investments, Mutual Funds, Series 7, Series 63, Series 65, Investment Management, Hedge Funds, Investments, Valuation, Portfolio Management, Bloomberg, Investment Strategies, Fund Of Funds, Equity Research, Securities, Asset Management, Capital Markets, Bonds, Structured Products, ETFs, Finance, Bloomberg Terminal, Investment Advisory
Education
University of Southern California - Marshall School of Business 2009 — 2012
MBA
Santa Clara University 2001 — 2005
BS, Finance
Loyola High School 1997 — 2001
Esthela Lopez Esthela Lopez's Trust Company of the West Experience July 2009 - December 2011
Job Development Manager at iMentor
Industry Civic & Social Organization
Experience
iMentor July 2015 - Present
iMentor January 2014 - July 2015
iMentor January 2012 - December 2013
Helsinki España October 2011 - December 2011
Trust Company of the West July 2009 - December 2011
AIDS Project Los Angeles May 2011 - September 2011
Manhattan Borough President's Office January 2011 - May 2011
Skills
Branding & Identity, Purchasing, Office Administration, Event Planning, Non-profits, Politics, Fundraising, Research, Social Media, Editing, Public Speaking, Community Outreach, Public Relations, Spanish, Blogging, Event Management, Nonprofits, Program Management, Social Networking, Government, Training, Salesforce.com
Education
NYU Robert F. Wagner Graduate School of Public Service 2015 — 2017
Master of Public Administration (M.P.A.), Non-Profit/Public/Organizational Management and Policy
New York University 2010 — 2014
BA, Individualized Study
iMentor July 2015 - Present
iMentor January 2014 - July 2015
iMentor January 2012 - December 2013
Helsinki España October 2011 - December 2011
Trust Company of the West July 2009 - December 2011
AIDS Project Los Angeles May 2011 - September 2011
Manhattan Borough President's Office January 2011 - May 2011
Skills
Branding & Identity, Purchasing, Office Administration, Event Planning, Non-profits, Politics, Fundraising, Research, Social Media, Editing, Public Speaking, Community Outreach, Public Relations, Spanish, Blogging, Event Management, Nonprofits, Program Management, Social Networking, Government, Training, Salesforce.com
Education
NYU Robert F. Wagner Graduate School of Public Service 2015 — 2017
Master of Public Administration (M.P.A.), Non-Profit/Public/Organizational Management and Policy
New York University 2010 — 2014
BA, Individualized Study
Wannie Park's Trust Company of the West Experience May 1995 - September 1999
Job
Industry Computer Software
Experience
Kidsanity, Inc. February 2014 - Present
CEIVA Energy April 2011 - Present
RebuildUS March 2010 - June 2011
Bolthouse Farms February 2009 - March 2010
Belkin International September 2003 - February 2009
Intel Corporation March 2001 - September 2003
Principal Financial Group May 2000 - September 2000
Trust Company of the West May 1995 - September 1999
Education
University of Southern California - Marshall School of Business 2008 — 2009
MS, Organizational Development
Indiana University - Kelley School of Business 1999 — 2001
MBA, Finance
UC Santa Barbara 1991 — 1995
BA, Economics, Accounting
Kidsanity, Inc. February 2014 - Present
CEIVA Energy April 2011 - Present
RebuildUS March 2010 - June 2011
Bolthouse Farms February 2009 - March 2010
Belkin International September 2003 - February 2009
Intel Corporation March 2001 - September 2003
Principal Financial Group May 2000 - September 2000
Trust Company of the West May 1995 - September 1999
Education
University of Southern California - Marshall School of Business 2008 — 2009
MS, Organizational Development
Indiana University - Kelley School of Business 1999 — 2001
MBA, Finance
UC Santa Barbara 1991 — 1995
BA, Economics, Accounting
Christopher Reich's Trust Company of the West Experience May 2003 - August 2003
Job Director of Product Marketing
Industry Consumer Services
Experience
GoBeyondU July 2013 - March 2015
EVault October 2012 - July 2013
Marketo December 2011 - July 2012
Hidden River, LLC November 2010 - November 2011
SkyIMD November 2010 - November 2011
US Bank September 2009 - September 2010
Key Bank Private Equity Group August 2006 - September 2008
Mechanics Bank November 2004 - August 2006
Mechanics Bank November 2004 - July 2005
Trust Company of the West May 2003 - August 2003
Skills
Start-ups, Business Development, Marketing, Financial Analysis, Market Research, Strategy, Salesforce.com, Product Management, Mergers & Acquisitions, Microsoft Excel, Strategic Partnerships, Financial Modeling, Email Marketing, Business Strategy, Finance, Corporate Finance, Product Marketing, Data Analytics, Data Analysis, Marketo, PowerPoint, Program Management, Business Intelligence, Portfolio Management, Competitive Analysis, HTML, CSS, EX
Education
University of Southern California 2000 — 2004
BA, Economics
Stanford Continuing Studies 2014 — 2015
UC Berkeley Extension
CodeAcademy 2014 — 2015
GoBeyondU July 2013 - March 2015
EVault October 2012 - July 2013
Marketo December 2011 - July 2012
Hidden River, LLC November 2010 - November 2011
SkyIMD November 2010 - November 2011
US Bank September 2009 - September 2010
Key Bank Private Equity Group August 2006 - September 2008
Mechanics Bank November 2004 - August 2006
Mechanics Bank November 2004 - July 2005
Trust Company of the West May 2003 - August 2003
Skills
Start-ups, Business Development, Marketing, Financial Analysis, Market Research, Strategy, Salesforce.com, Product Management, Mergers & Acquisitions, Microsoft Excel, Strategic Partnerships, Financial Modeling, Email Marketing, Business Strategy, Finance, Corporate Finance, Product Marketing, Data Analytics, Data Analysis, Marketo, PowerPoint, Program Management, Business Intelligence, Portfolio Management, Competitive Analysis, HTML, CSS, EX
Education
University of Southern California 2000 — 2004
BA, Economics
Stanford Continuing Studies 2014 — 2015
UC Berkeley Extension
CodeAcademy 2014 — 2015
Adriane Collimore's Trust Company of the West Experience 1996 - 1999
Job Senior Vice President at HIMCO
Industry Financial Services
Experience
Hartford Investment Management July 2006 - Present
Artisan Partners November 2004 - June 2006
TIAA-CREF 1999 - 2004
Trust Company of the West 1996 - 1999
Lieber & co./ The Evergreen Funds 1987 - 1996
Evergreen Investments 1987 - 1996
Education
Georgetown University 1978 — 1982
BSFS, International Economics
New York University - Leonard N. Stern School of Business
MBA, Finance/International Business
Hartford Investment Management July 2006 - Present
Artisan Partners November 2004 - June 2006
TIAA-CREF 1999 - 2004
Trust Company of the West 1996 - 1999
Lieber & co./ The Evergreen Funds 1987 - 1996
Evergreen Investments 1987 - 1996
Education
Georgetown University 1978 — 1982
BSFS, International Economics
New York University - Leonard N. Stern School of Business
MBA, Finance/International Business
Hilary Lord's Trust Company of the West Experience LawyerO'Melveny1981 - 1987
Job Managing Director and Chief Compliance Officer at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West LawyerO'Melveny1981 - 1987
Skills
Hedge Funds, Alternative Investments
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business
BS, Accounting/Finance
University of Chicago Law School
Trust Company of the West LawyerO'Melveny1981 - 1987
Skills
Hedge Funds, Alternative Investments
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business
BS, Accounting/Finance
University of Chicago Law School
Bret Rosen's Trust Company of the West Experience September 2003 - May 2006
Job Emerging Markets at Duquesne Family Office LLC
Industry Financial Services
Experience
Duquesne Family Office LLC August 2015 - Present
Jamestown Latin America April 2013 - August 2015
Standard Chartered Bank April 2010 - April 2013
Explorador Capital Management April 2008 - January 2010
PIMCO May 2006 - March 2008
Trust Company of the West September 2003 - May 2006
IFC - International Finance Corporation June 2002 - September 2002
Goldman Sachs November 1996 - July 2000
Skills
Alternative Investments, Investments, Portfolio Management, Financial Modeling, Valuation, Derivatives, Asset Allocation, Mutual Funds, Private Equity, Investment Banking, Mergers & Acquisitions, Structured Finance, Due Diligence, Fixed Income, Management, Structured Products, Latin America, Commodity, Hedge Funds, Corporate Finance, Bloomberg, Bonds, Financial Analysis, Asset Managment, Equities, Financial Markets, Trading, FX Options, Equity Research, Latin American markets, Strategy, Strategic Planning, Finance, Financial Structuring, Asset Management, Wealth Management, Emerging Markets, Venture Capital, Capital Markets, Equity Valuation
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA, International Business
The London School of Economics and Political Science (LSE) 1995 — 1996
Master of Science (MSc), International Political Economy
University of California, Berkeley 1991 — 1995
Bachelor's degree, Political Economy
harvard school
Duquesne Family Office LLC August 2015 - Present
Jamestown Latin America April 2013 - August 2015
Standard Chartered Bank April 2010 - April 2013
Explorador Capital Management April 2008 - January 2010
PIMCO May 2006 - March 2008
Trust Company of the West September 2003 - May 2006
IFC - International Finance Corporation June 2002 - September 2002
Goldman Sachs November 1996 - July 2000
Skills
Alternative Investments, Investments, Portfolio Management, Financial Modeling, Valuation, Derivatives, Asset Allocation, Mutual Funds, Private Equity, Investment Banking, Mergers & Acquisitions, Structured Finance, Due Diligence, Fixed Income, Management, Structured Products, Latin America, Commodity, Hedge Funds, Corporate Finance, Bloomberg, Bonds, Financial Analysis, Asset Managment, Equities, Financial Markets, Trading, FX Options, Equity Research, Latin American markets, Strategy, Strategic Planning, Finance, Financial Structuring, Asset Management, Wealth Management, Emerging Markets, Venture Capital, Capital Markets, Equity Valuation
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA, International Business
The London School of Economics and Political Science (LSE) 1995 — 1996
Master of Science (MSc), International Political Economy
University of California, Berkeley 1991 — 1995
Bachelor's degree, Political Economy
harvard school
Brian S. Shim's Trust Company of the West Experience 2008 - 2013
Job Sword Capital Partners LLC
Industry Investment Management
Experience
Sword Capital Partners LLC June 2014 - Present
DoubleLine Group LP 2013 - June 2014
Trust Company of the West 2008 - 2013
Prime Business Credit, Inc. 2005 - 2008
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.)
The Ohio State University
Bachelor's Degree, Finance
Sword Capital Partners LLC June 2014 - Present
DoubleLine Group LP 2013 - June 2014
Trust Company of the West 2008 - 2013
Prime Business Credit, Inc. 2005 - 2008
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.)
The Ohio State University
Bachelor's Degree, Finance
Sidharth Joshi, PMP's Trust Company of the West Experience November 2006 - Present
Job Technical Architect/ Senior Project Manager at Trust Company of the West
Industry Computer Software
Experience
UBTI, Inc September 2008 - Present
Trust Company of the West November 2006 - Present
Marlabs Inc November 2006 - September 2008
Infosys June 2004 - October 2006
Indian Institute of Technology, Bombay January 2004 - February 2004
Education
CFA Institute - Level III Candidate in the CFA Program
CFA Institute
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2000 — 2004
Bachelor's Degree, Computer Science
UBTI, Inc September 2008 - Present
Trust Company of the West November 2006 - Present
Marlabs Inc November 2006 - September 2008
Infosys June 2004 - October 2006
Indian Institute of Technology, Bombay January 2004 - February 2004
Education
CFA Institute - Level III Candidate in the CFA Program
CFA Institute
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2000 — 2004
Bachelor's Degree, Computer Science
Jamie Farnham's Trust Company of the West Experience December 2009 - Present
Job Portfolio Manager at TCW
Industry Investment Management
Experience
Trust Company of the West December 2009 - Present
Metropolitan West Asset Management November 2002 - December 2009
Primus Capital Funds August 1998 - July 2000
Merrill Lynch November 1995 - July 1998
Education
UCLA Anderson School of Management 2000 — 2002
Princeton University 1991 — 1995
Trust Company of the West December 2009 - Present
Metropolitan West Asset Management November 2002 - December 2009
Primus Capital Funds August 1998 - July 2000
Merrill Lynch November 1995 - July 1998
Education
UCLA Anderson School of Management 2000 — 2002
Princeton University 1991 — 1995
Nick Buzas's Trust Company of the West Experience 2006 - 2007
Job Vavoulis, Weiner & McNulty, LLC
Industry Legal Services
Experience
Vavoulis, Weiner & McNulty, LLC March 2007 - Present
Trust Company of the West 2006 - 2007
Skills
Financial Modeling, Investments, Alternative Investments, Asset Management
Education
Loyola Marymount University, College of Business Administration 2002 — 2006
B.B.A., Business Law & Management
Vavoulis, Weiner & McNulty, LLC March 2007 - Present
Trust Company of the West 2006 - 2007
Skills
Financial Modeling, Investments, Alternative Investments, Asset Management
Education
Loyola Marymount University, College of Business Administration 2002 — 2006
B.B.A., Business Law & Management
Anne Milne's Trust Company of the West Experience 1994 - 1996
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merill Lynch June 2010 - Present
Deutsche Bank Securities 2002 - May 2010
JPMorgan Chase 2000 - 2002
ING 1996 - 2000
Trust Company of the West 1994 - 1996
Bankers Trust 1989 - 1992
Skills
Emerging Markets, Latin America, Fixed Income, Management, Portfolio Management, Investment Banking, Corporate Finance, Investments, Valuation, Equities, Capital Markets, Structured Products, Financial Modeling, Hedge Funds, Strategy, Financial Analysis, High Yield, Equity Derivatives
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1985
MA, International Economics
The Johns Hopkins University
Bank of America Merill Lynch June 2010 - Present
Deutsche Bank Securities 2002 - May 2010
JPMorgan Chase 2000 - 2002
ING 1996 - 2000
Trust Company of the West 1994 - 1996
Bankers Trust 1989 - 1992
Skills
Emerging Markets, Latin America, Fixed Income, Management, Portfolio Management, Investment Banking, Corporate Finance, Investments, Valuation, Equities, Capital Markets, Structured Products, Financial Modeling, Hedge Funds, Strategy, Financial Analysis, High Yield, Equity Derivatives
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1985
MA, International Economics
The Johns Hopkins University
Dennis Fama's Trust Company of the West Experience 1995 - 1999
Job Investment Systems, Business Analyst at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. December 1999 - Present
J&W Seligman December 1999 - November 2008
Trust Company of the West 1995 - 1999
Continental Asset Management 1988 - 1995
Thomson Mckinnon Securities 1984 - 1988
Skills
Valuation, Asset Managment, Investments, Trading, Portfolio Management, Equities, Fixed Income, Business Analysis
Education
City University of New York-Queens College
BS
Ameriprise Financial Services, Inc. December 1999 - Present
J&W Seligman December 1999 - November 2008
Trust Company of the West 1995 - 1999
Continental Asset Management 1988 - 1995
Thomson Mckinnon Securities 1984 - 1988
Skills
Valuation, Asset Managment, Investments, Trading, Portfolio Management, Equities, Fixed Income, Business Analysis
Education
City University of New York-Queens College
BS
Frank Plenskofski's Trust Company of the West Experience June 2007 - June 2008
Job Chief Financial Officer at Guaranteed Rate
Industry Financial Services
Experience
Guaranteed Rate March 2015 - Present
PMAC Lending Services Inc. March 2014 - March 2015
Platinum Home Mortgage May 2011 - March 2014
Woods Edge Advisors, LLC December 2009 - May 2011
HomCastle Mortgage LLC. March 2009 - January 2010
CIT June 2008 - March 2009
Trust Company of the West June 2007 - June 2008
Loan Interactive Group March 2006 - June 2007
Opteum Financial Services August 2002 - March 2006
HomeBanc Mortgage April 2001 - March 2002
Skills
Mortgage, Mortgage Banking, Capital Markets, Loans, Financial Analysis, Mergers, Risk Management, Accounting, Financial Modeling, Valuation, Strategic Planning, Budgeting, Mortgage Lending, Process Improvement, Management, Credit Risk, Credit Analysis, Loan Origination, Leadership, Credit, Banking, Underwriting, Finance, Business Development, Budgets, Investments, Executive Management, Commercial Lending, Auditing, Start-ups, Refinance, Residential Mortgages
Education
LaSalle University 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
La Salle University 1979 — 1983
Bachelor of Business Administration (BBA), Accounting
Guaranteed Rate March 2015 - Present
PMAC Lending Services Inc. March 2014 - March 2015
Platinum Home Mortgage May 2011 - March 2014
Woods Edge Advisors, LLC December 2009 - May 2011
HomCastle Mortgage LLC. March 2009 - January 2010
CIT June 2008 - March 2009
Trust Company of the West June 2007 - June 2008
Loan Interactive Group March 2006 - June 2007
Opteum Financial Services August 2002 - March 2006
HomeBanc Mortgage April 2001 - March 2002
Skills
Mortgage, Mortgage Banking, Capital Markets, Loans, Financial Analysis, Mergers, Risk Management, Accounting, Financial Modeling, Valuation, Strategic Planning, Budgeting, Mortgage Lending, Process Improvement, Management, Credit Risk, Credit Analysis, Loan Origination, Leadership, Credit, Banking, Underwriting, Finance, Business Development, Budgets, Investments, Executive Management, Commercial Lending, Auditing, Start-ups, Refinance, Residential Mortgages
Education
LaSalle University 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
La Salle University 1979 — 1983
Bachelor of Business Administration (BBA), Accounting
Daniel Bellehsen, CFA's Trust Company of the West Experience 2013 - 2015
Job Senior Portfolio Analyst, Small Cap Value at Columbia Threadneedle Investments, US
Industry Investment Management
Experience
Trust Company of the West 2013 - 2015
PIMCO 2012 - 2013
Wells Fargo Securities 2011 - 2012
Bridge Investors 2010 - 2011
Lehman Brothers May 2007 - September 2007
Education
The George Washington University 2004 — 2008
BBA, Business Economics
The George Washington University - School of Business 2004 — 2008
Solomon Schechter
Trust Company of the West 2013 - 2015
PIMCO 2012 - 2013
Wells Fargo Securities 2011 - 2012
Bridge Investors 2010 - 2011
Lehman Brothers May 2007 - September 2007
Education
The George Washington University 2004 — 2008
BBA, Business Economics
The George Washington University - School of Business 2004 — 2008
Solomon Schechter
Sriram Balasubramanian's Trust Company of the West Experience March 2004 - March 2008
Job Senior Software Engineer at Yahoo!
Industry Computer Software
Experience
Yahoo! April 2010 - Present
Citizen Sports February 2009 - April 2010
Trust Company of the West March 2004 - March 2008
Goyogi.com 1999 - 2000
Skills
Objective-C, iOS, Git, Xcode, .NET
Education
San Jose State University 1997 — 2003
BS, Computer Science
Yahoo! April 2010 - Present
Citizen Sports February 2009 - April 2010
Trust Company of the West March 2004 - March 2008
Goyogi.com 1999 - 2000
Skills
Objective-C, iOS, Git, Xcode, .NET
Education
San Jose State University 1997 — 2003
BS, Computer Science
Stacie Nemetz's Trust Company of the West Experience July 1997 - June 2000
Job Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management, L.P. June 2003 - Present
Oaktree Capital Management June 2003 - Present
Western Asset Management April 2000 - June 2003
Trust Company of the West July 1997 - June 2000
Trust Company of the West March 1994 - July 1997
Thousand Trails/NACO July 1993 - March 1994
Education
Loyola Marymount University 1989 — 1993
B.S., Accounting
Oaktree Capital Management, L.P. June 2003 - Present
Oaktree Capital Management June 2003 - Present
Western Asset Management April 2000 - June 2003
Trust Company of the West July 1997 - June 2000
Trust Company of the West March 1994 - July 1997
Thousand Trails/NACO July 1993 - March 1994
Education
Loyola Marymount University 1989 — 1993
B.S., Accounting
Tat Leong's Trust Company of the West Experience October 1990 - June 1992
Job Consultant at System Solutions
Industry Information Technology and Services
Experience
System Solutions June 1992 - Present
Piper Jaffray 1999 - 2011
Trust Company of the West October 1990 - June 1992
Drexel Burnham Lambert June 1983 - October 1990
Education
New York University 1981 — 1985
New York University - Leonard N. Stern School of Business 1981 — 1985
System Solutions June 1992 - Present
Piper Jaffray 1999 - 2011
Trust Company of the West October 1990 - June 1992
Drexel Burnham Lambert June 1983 - October 1990
Education
New York University 1981 — 1985
New York University - Leonard N. Stern School of Business 1981 — 1985
Sandra Beaver's Trust Company of the West Experience September 2000 - September 2002
Job VP & CFO GTECH Americas
Industry Gambling & Casinos
Experience
IGT April 2015 - Present
GTECH S.p.A. March 2014 - Present
GTECH November 2002 - Present
Trust Company of the West September 2000 - September 2002
ACCION San Diego September 1999 - September 2000
Education
University of California, Los Angeles 2000 — 2002
Professional Designation, Relational Database Management
Isenberg School of Management, UMass Amherst 1995 — 1999
Bachelor's, Finance and Economics
IGT April 2015 - Present
GTECH S.p.A. March 2014 - Present
GTECH November 2002 - Present
Trust Company of the West September 2000 - September 2002
ACCION San Diego September 1999 - September 2000
Education
University of California, Los Angeles 2000 — 2002
Professional Designation, Relational Database Management
Isenberg School of Management, UMass Amherst 1995 — 1999
Bachelor's, Finance and Economics
Eveline F. Gerck's Trust Company of the West Experience 2000 - 2004
Job Lagoa Capital Partners LLC
Industry Venture Capital & Private Equity
Experience
Lagoa Capital Partners LLC 2005 - Present
Trust Company of the West 2000 - 2004
JPMorgan Chase January 1999 - December 2000
Daiwa Securities December 1996 - January 1999
Nomura 1994 - 1996
Price Waterhouse Management Consultants 1986 - 1989
Price Waterhouse Management Consultants 1986 - 1989
Price Waterhouse Management Consultants 1986 - 1989
Price Waterhouse Management Consultants 1986 - 1989
Price Waterhouse Management Consultants 1986 - 1989
Skills
Private Equity, Venture Capital, Investment Banking, Mergers & Acquisitions, Equity Research, Alternative Investments, Portfolio Management, Valuation, Emerging Markets, Corporate Development, Corporate Finance, Competitive Analysis, LBO, Securities, Capital Markets, Principal Investing, Fixed Income, High Yield, Corporate Partnership..., M&A Negotiations, M&A Research, M&A work, Acquisition Targeting, Social Impact, Environmental Impact..., Corporate Governance, US GAAP, Board of Directors, Advisory Boards, Corporate Advisory, Investor Presentations, Investor Liaison, Investor Relations, ESG, Sustainability, Risk Management, Hedge Funds
Education
Harvard University 1989 — 1992
Entrepreneurship/ Finance
University of Maryland - Robert H. Smith School of Business 1991 — 1993
Master of Business Administration (M.B.A.)
Lagoa Capital Partners LLC 2005 - Present
Trust Company of the West 2000 - 2004
JPMorgan Chase January 1999 - December 2000
Daiwa Securities December 1996 - January 1999
Nomura 1994 - 1996
Price Waterhouse Management Consultants 1986 - 1989
Price Waterhouse Management Consultants 1986 - 1989
Price Waterhouse Management Consultants 1986 - 1989
Price Waterhouse Management Consultants 1986 - 1989
Price Waterhouse Management Consultants 1986 - 1989
Skills
Private Equity, Venture Capital, Investment Banking, Mergers & Acquisitions, Equity Research, Alternative Investments, Portfolio Management, Valuation, Emerging Markets, Corporate Development, Corporate Finance, Competitive Analysis, LBO, Securities, Capital Markets, Principal Investing, Fixed Income, High Yield, Corporate Partnership..., M&A Negotiations, M&A Research, M&A work, Acquisition Targeting, Social Impact, Environmental Impact..., Corporate Governance, US GAAP, Board of Directors, Advisory Boards, Corporate Advisory, Investor Presentations, Investor Liaison, Investor Relations, ESG, Sustainability, Risk Management, Hedge Funds
Education
Harvard University 1989 — 1992
Entrepreneurship/ Finance
University of Maryland - Robert H. Smith School of Business 1991 — 1993
Master of Business Administration (M.B.A.)
William Sikora's Trust Company of the West Experience February 2009 - Present
Job Assistant Vice President at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West February 2009 - Present
Trust Company of the West December 2006 - February 2009
Calpine Merchant Services Company 2003 - 2006
Education
The University of Texas at Austin 1999 — 2003
Trust Company of the West February 2009 - Present
Trust Company of the West December 2006 - February 2009
Calpine Merchant Services Company 2003 - 2006
Education
The University of Texas at Austin 1999 — 2003
Matthew Korcinsky's Trust Company of the West Experience June 2007 - August 2007
Job A
Industry Investment Management
Experience
Falcon Waterfree Technologies January 2015 - July 2015
Falcon Waterfree Technologies December 2010 - December 2014
Stephens & Partners, LLC March 2009 - December 2010
Trust Company of the West June 2007 - August 2007
TATA Communications Ltd. (fka VSNL) 2004 - 2006
Merrill Lynch 2003 - 2004
Skills
Mergers & Acquisitions, Mergers, Investment Banking, Strategy, Emerging Markets, Credit Analysis, Fixed Income, Private Equity, Due Diligence, Corporate Finance, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
MBA, Finance
Georgetown University - The McDonough School of Business 1999 — 2003
BS in Business Administration, Finance and Management
Falcon Waterfree Technologies January 2015 - July 2015
Falcon Waterfree Technologies December 2010 - December 2014
Stephens & Partners, LLC March 2009 - December 2010
Trust Company of the West June 2007 - August 2007
TATA Communications Ltd. (fka VSNL) 2004 - 2006
Merrill Lynch 2003 - 2004
Skills
Mergers & Acquisitions, Mergers, Investment Banking, Strategy, Emerging Markets, Credit Analysis, Fixed Income, Private Equity, Due Diligence, Corporate Finance, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
MBA, Finance
Georgetown University - The McDonough School of Business 1999 — 2003
BS in Business Administration, Finance and Management
Ishan Malik's Trust Company of the West Experience June 2006 - August 2006
Job Portfolio Manager at Thiel Capital
Industry Financial Services
Experience
Thiel Capital June 2014 - September 2015
Wells Fargo Securities January 2014 - May 2014
Wells Fargo 2009 - January 2014
Goldman Sachs June 2008 - August 2008
Harbert Management Corporation June 2007 - August 2007
Trust Company of the West June 2006 - August 2006
Skills
Equities, Trading, Structured Products, Derivatives, Equity Derivatives
Education
Northwestern University 2005 — 2009
Math, Economics
Thiel Capital June 2014 - September 2015
Wells Fargo Securities January 2014 - May 2014
Wells Fargo 2009 - January 2014
Goldman Sachs June 2008 - August 2008
Harbert Management Corporation June 2007 - August 2007
Trust Company of the West June 2006 - August 2006
Skills
Equities, Trading, Structured Products, Derivatives, Equity Derivatives
Education
Northwestern University 2005 — 2009
Math, Economics
Joe Nazarian's Trust Company of the West Experience January 2001 - September 2004
Job Portfolio Management Associate at Kayne Anderson Rudnick
Industry Financial Services
Experience
Kayne Anderson Rudnick Client Service AssociateEnvestNetSeptember 2004 - July 2005
Trust Company of the West January 2001 - September 2004
Skills
Investment Strategies, Mutual Funds, Investments, Trading, Investment Advisory, Equities, Bloomberg, Asset Allocation
Education
Lebanese American University 1996 — 2000
BS, Business
Kayne Anderson Rudnick Client Service AssociateEnvestNetSeptember 2004 - July 2005
Trust Company of the West January 2001 - September 2004
Skills
Investment Strategies, Mutual Funds, Investments, Trading, Investment Advisory, Equities, Bloomberg, Asset Allocation
Education
Lebanese American University 1996 — 2000
BS, Business
Veronica Wolkow's Trust Company of the West Experience June 2002 - December 2003
Job Yoga Teacher
Industry Health, Wellness and Fitness
Experience
Yoga Works August 2008 - Present
City of Redondo Beach June 2008 - May 2010
Dimensional Fund Advisors June 2005 - October 2007
Trust Company of the West June 2002 - December 2003
Wilshire Associates 1999 - 2002
Skills
Public Speaking, Yoga, Fitness Training, Nutrition, Wellness, Editing, Budgets, Press Releases, Sports, Community Outreach, Marketing, Event Planning, Vinyasa, Teaching, Research, Strategic Planning, Healing, Hatha Yoga, Fitness, Meditation, Wellness Coaching, Lifestyle
Education
University of California, Irvine - The Paul Merage School of Business 2004 — 2006
MBA, Marketing
Franklin & Marshall College 1990 — 1994
BA, Geosciences
Yoga Works August 2008 - Present
City of Redondo Beach June 2008 - May 2010
Dimensional Fund Advisors June 2005 - October 2007
Trust Company of the West June 2002 - December 2003
Wilshire Associates 1999 - 2002
Skills
Public Speaking, Yoga, Fitness Training, Nutrition, Wellness, Editing, Budgets, Press Releases, Sports, Community Outreach, Marketing, Event Planning, Vinyasa, Teaching, Research, Strategic Planning, Healing, Hatha Yoga, Fitness, Meditation, Wellness Coaching, Lifestyle
Education
University of California, Irvine - The Paul Merage School of Business 2004 — 2006
MBA, Marketing
Franklin & Marshall College 1990 — 1994
BA, Geosciences
Richard Fay's Trust Company of the West Experience 1994 - 1994
Job Independent Financial Services Professional
Industry Financial Services
Experience
GT Global January 1989 - April 1994
Trust Company of the West 1994 - 1994
Education
Southern New Hampshire University 1976 — 1980
BS, Accounting
GT Global January 1989 - April 1994
Trust Company of the West 1994 - 1994
Education
Southern New Hampshire University 1976 — 1980
BS, Accounting
Neal Sofge's Trust Company of the West Experience May 1991 - February 1994
Job System Administrator at NASA Goddard Space Flight Center
Industry Defense & Space
Experience
NASA Goddard Space Flight Center March 2009 - Present
i-Squared September 2008 - March 2009
RAND January 2007 - September 2008
RAND September 2002 - December 2006
Fat Messiah Games September 1991 - February 2003
RAND January 2000 - September 2002
RAND November 1995 - December 1999
RAND February 1994 - November 1995
Trust Company of the West May 1991 - February 1994
Skills
Information Architecture, System Administration, Troubleshooting, Systems Analysis, Systems Engineering, Agile Methodologies, SharePoint, Integration, Databases, Process Improvement, Endpoint Security, Programming, Software Documentation, Technical Writing, Linux, XML, Servers, OS X, Cross-functional Team..., Perl, Game Design, Editing, Unix, Software Development
Education
Rensselaer Polytechnic Institute 1985 — 1989
BS, Mechanical Engineering (Space Technology)
NASA Goddard Space Flight Center March 2009 - Present
i-Squared September 2008 - March 2009
RAND January 2007 - September 2008
RAND September 2002 - December 2006
Fat Messiah Games September 1991 - February 2003
RAND January 2000 - September 2002
RAND November 1995 - December 1999
RAND February 1994 - November 1995
Trust Company of the West May 1991 - February 1994
Skills
Information Architecture, System Administration, Troubleshooting, Systems Analysis, Systems Engineering, Agile Methodologies, SharePoint, Integration, Databases, Process Improvement, Endpoint Security, Programming, Software Documentation, Technical Writing, Linux, XML, Servers, OS X, Cross-functional Team..., Perl, Game Design, Editing, Unix, Software Development
Education
Rensselaer Polytechnic Institute 1985 — 1989
BS, Mechanical Engineering (Space Technology)
Walt Blasberg's Trust Company of the West Experience May 1995 - May 1999
Job Owner, North Hero House Inn and Restaurant
Industry Hospitality
Experience
North Hero House Inn & Restaurant 1999 - Present
Conning & Co June 1999 - December 2010
Swiss Re 2001 - 2009
Trust Company of the West May 1995 - May 1999
Continental Asset Managment June 1974 - May 1995
The Continental Corporation 1974 - 1994
Continental Insurance 1974 - 1994
Skills
Alternative Investments, Investments, Private Equity, Asset Managment, Marketing Strategy, Entrepreneurship, Strategic Planning, Asset Allocation, Hedge Funds, Bonds, Investment Strategies, Customer Service, New Business Development, Fixed Income, Portfolio Management, Investment Management, Hospitality Management, Restaurant Management
Education
University of Vermont 1967 — 1971
New York University
North Hero House Inn & Restaurant 1999 - Present
Conning & Co June 1999 - December 2010
Swiss Re 2001 - 2009
Trust Company of the West May 1995 - May 1999
Continental Asset Managment June 1974 - May 1995
The Continental Corporation 1974 - 1994
Continental Insurance 1974 - 1994
Skills
Alternative Investments, Investments, Private Equity, Asset Managment, Marketing Strategy, Entrepreneurship, Strategic Planning, Asset Allocation, Hedge Funds, Bonds, Investment Strategies, Customer Service, New Business Development, Fixed Income, Portfolio Management, Investment Management, Hospitality Management, Restaurant Management
Education
University of Vermont 1967 — 1971
New York University
Michael K. Sirimis, CPA's Trust Company of the West Experience August 1995 - August 1997
Job Financial Services Executive
Industry Financial Services
Experience
State Street January 2010 - September 2015
State Street August 1997 - January 2010
Trust Company of the West August 1995 - August 1997
CNA / Continental Insurance June 1984 - August 1995
Kalman & Associates May 1981 - June 1984
Skills
Securities, Accounting, Financial Services, Mutual Funds, Asset Management, Outsourcing, Fixed Income, Investments, Equities, Insurance, Vendor Management, US GAAP, Derivatives, Financial Reporting, Banking, Hedge Funds, Financial Analysis, Bloomberg, Risk Management, Asset Managment, Process Improvement
Education
Rider University 1977 — 1981
BS, Accounting
Piscataway
State Street January 2010 - September 2015
State Street August 1997 - January 2010
Trust Company of the West August 1995 - August 1997
CNA / Continental Insurance June 1984 - August 1995
Kalman & Associates May 1981 - June 1984
Skills
Securities, Accounting, Financial Services, Mutual Funds, Asset Management, Outsourcing, Fixed Income, Investments, Equities, Insurance, Vendor Management, US GAAP, Derivatives, Financial Reporting, Banking, Hedge Funds, Financial Analysis, Bloomberg, Risk Management, Asset Managment, Process Improvement
Education
Rider University 1977 — 1981
BS, Accounting
Piscataway
George Hawley's Trust Company of the West Experience May 2008 - July 2012
Job General Counsel at Crescent Capital Group
Industry Law Practice
Experience
Crescent Capital Group July 2012 - Present
Trust Company of the West May 2008 - July 2012
Paul Hastings April 2000 - April 2008
Baker, Keener & Nahra September 1994 - April 2000
Skills
Securities, Corporate Governance, Private Equity, Litigation, Mergers, Commercial Litigation, Restructuring, Corporate Law, Joint Ventures, Licensing, Asset Management, Capital Markets, Hedge Funds, Investments, Securities Regulation, Alternative Investments
Education
Loyola Law School, Los Angeles 1991 — 1994
JD, Law
University of Notre Dame 1986 — 1990
Bachelor of Arts, Government
Loyola High School 1982 — 1986
High School Dipolma, High School/Secondary Diplomas and Certificates
Pilgrim School
St. Brendan School
Crescent Capital Group July 2012 - Present
Trust Company of the West May 2008 - July 2012
Paul Hastings April 2000 - April 2008
Baker, Keener & Nahra September 1994 - April 2000
Skills
Securities, Corporate Governance, Private Equity, Litigation, Mergers, Commercial Litigation, Restructuring, Corporate Law, Joint Ventures, Licensing, Asset Management, Capital Markets, Hedge Funds, Investments, Securities Regulation, Alternative Investments
Education
Loyola Law School, Los Angeles 1991 — 1994
JD, Law
University of Notre Dame 1986 — 1990
Bachelor of Arts, Government
Loyola High School 1982 — 1986
High School Dipolma, High School/Secondary Diplomas and Certificates
Pilgrim School
St. Brendan School
Avo Kamberian's Trust Company of the West Experience July 1986 - September 1998
Job Financial Services Professional
Industry Financial Services
Experience
Kam-Capital Asset Mgmt. December 2004 - Present
Vantis Capital May 2003 - November 2004
Principle Performance Mgmt. October 1998 - April 2003
Trust Company of the West July 1986 - September 1998
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1987 — 1989
MBA, Finance
Kam-Capital Asset Mgmt. December 2004 - Present
Vantis Capital May 2003 - November 2004
Principle Performance Mgmt. October 1998 - April 2003
Trust Company of the West July 1986 - September 1998
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1987 — 1989
MBA, Finance
Daniel Kirschner's Trust Company of the West Experience June 2012 - August 2012
Job Data Analyst at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC November 2013 - Present
Trust Company of the West June 2012 - August 2012
Trust Company of the West June 2011 - August 2011
Baltusrol Country Club May 2011 - June 2011
KenSAP July 2010 - August 2010
Essex County Country Club May 2007 - July 2010
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Bloomberg, Stata, FactSet, PowerPoint, Relative Value, Statistics
Education
Tufts University 2009 — 2013
Bachelor of Arts (BA), American History (United States)
Millburn High School 2005 — 2009
Lord, Abbett & Co. LLC November 2013 - Present
Trust Company of the West June 2012 - August 2012
Trust Company of the West June 2011 - August 2011
Baltusrol Country Club May 2011 - June 2011
KenSAP July 2010 - August 2010
Essex County Country Club May 2007 - July 2010
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Bloomberg, Stata, FactSet, PowerPoint, Relative Value, Statistics
Education
Tufts University 2009 — 2013
Bachelor of Arts (BA), American History (United States)
Millburn High School 2005 — 2009
Rebecca Calkins's Trust Company of the West Experience 1993 - 1997
Job Attorney at Winston & Strawn LLP
Industry Law Practice
Experience
Winston & Strawn LLP AttorneyThelen Reid Brown Raysman & Steiner LLPJune 1999 - February 2007
Trust Company of the West 1993 - 1997
Education
Loyola Law School, Los Angeles
JD, Law
Winston & Strawn LLP AttorneyThelen Reid Brown Raysman & Steiner LLPJune 1999 - February 2007
Trust Company of the West 1993 - 1997
Education
Loyola Law School, Los Angeles
JD, Law
Felicia Cammock's Trust Company of the West Experience 1995 - 2000
Job Litigation Support Practice Consultant
Industry Financial Services
Experience
LECG October 2008 - Present
Lehman Brothers 2006 - 2008
Trust Company of the West 1995 - 2000
Education
New York University
NA, Business
LECG October 2008 - Present
Lehman Brothers 2006 - 2008
Trust Company of the West 1995 - 2000
Education
New York University
NA, Business
Patrick LeBrun's Trust Company of the West Experience September 2014 - Present
Job Database Administration Manager at Trust Company of the West
Industry Financial Services
Experience
Trust Company of the West September 2014 - Present
Trust Company of the West September 2010 - September 2014
Enterprise Rent-A-Car November 2006 - April 2009
Skills
Sales, Marketing, Team Leadership, Customer Service, Training, Management
Education
Santa Clara University 2002 — 2006
Psychology, Business Administration
Loyola High School 1998 — 2002
Trust Company of the West September 2014 - Present
Trust Company of the West September 2010 - September 2014
Enterprise Rent-A-Car November 2006 - April 2009
Skills
Sales, Marketing, Team Leadership, Customer Service, Training, Management
Education
Santa Clara University 2002 — 2006
Psychology, Business Administration
Loyola High School 1998 — 2002
Carl Evenstad's Trust Company of the West Experience 1994 - 1998
Job Director at SunTrust Robinson Humphrey
Industry Real Estate
Experience
SunTrust Robinson Humphrey June 2011 - Present
Rubicon Mortgage Advisors June 2010 - June 2011
Opus Northwest October 2007 - December 2009
US Bank 2000 - 2008
seg companies 1999 - 2000
william o'neil & company 1998 - 1999
trust company of the west 1994 - 1998
Skills
Real Estate, Negotiation, Mortgage, Structuring, Analysis
Education
The University of South Dakota 1989 — 1993
Bachelor, Accounting
SunTrust Robinson Humphrey June 2011 - Present
Rubicon Mortgage Advisors June 2010 - June 2011
Opus Northwest October 2007 - December 2009
US Bank 2000 - 2008
seg companies 1999 - 2000
william o'neil & company 1998 - 1999
trust company of the west 1994 - 1998
Skills
Real Estate, Negotiation, Mortgage, Structuring, Analysis
Education
The University of South Dakota 1989 — 1993
Bachelor, Accounting
Keriann Nakamura Ouye's Trust Company of the West Experience February 2004 - September 2004
Job Project/Program Manager Consultant
Industry Information Technology and Services
Experience
VMware November 2013 - Present
Hitachi Consulting February 2010 - November 2013
University of Southern California - Bay Area Marshall Alunni Association July 2008 - July 2012
Hitachi Consulting February 2007 - January 2010
Hitachi Consulting September 2005 - January 2007
Oracle June 2004 - June 2005
Trust Company of the West February 2004 - September 2004
Griffing Swan and Lai May 2003 - August 2003
Skills
Business Analysis, Financial Analysis, Management Consulting, Finance, Business Process..., Corporate Finance, Business Strategy, High Tech, Semiconductor Industry, Software Industry, Oil & Gas Industry, Revenue Recognition, ERP Implementations, Oracle E-Business Suite, Project Management, Financial Accounting, Intercompany..., Requirements Analysis, Leadership, Management, Analysis, Business Process, Enterprise Software, Consulting
Education
University of Southern California - Marshall School of Business
Bachelor of Science (B.S.), Corporate Finance & Investments
Punahou School 1989 — 2001
VMware November 2013 - Present
Hitachi Consulting February 2010 - November 2013
University of Southern California - Bay Area Marshall Alunni Association July 2008 - July 2012
Hitachi Consulting February 2007 - January 2010
Hitachi Consulting September 2005 - January 2007
Oracle June 2004 - June 2005
Trust Company of the West February 2004 - September 2004
Griffing Swan and Lai May 2003 - August 2003
Skills
Business Analysis, Financial Analysis, Management Consulting, Finance, Business Process..., Corporate Finance, Business Strategy, High Tech, Semiconductor Industry, Software Industry, Oil & Gas Industry, Revenue Recognition, ERP Implementations, Oracle E-Business Suite, Project Management, Financial Accounting, Intercompany..., Requirements Analysis, Leadership, Management, Analysis, Business Process, Enterprise Software, Consulting
Education
University of Southern California - Marshall School of Business
Bachelor of Science (B.S.), Corporate Finance & Investments
Punahou School 1989 — 2001
Sam Kader's Trust Company of the West Experience January 1986 - April 1994
Job Mortgage Broker at Pacific Coast Financial LLC and Real Estate Broker at Horizon Real Estate
Industry Financial Services
Experience
Horizon Real Estate January 2011 - Present
Pacific Coast Financial LLC January 2004 - Present
Robert Half Finance & Accounting January 2000 - June 2004
Menlo Industries Inc in Fremont, CA March 1996 - November 2000
Transamerica Financial Solutions January 1994 - December 1996
Trust Company of The West January 1986 - April 1994
Skills
Portfolio Management, Investments, Investors, Real Estate, Mortgage Lending, Investment Properties, First Time Home Buyers, Residential Homes, Management, Residential Mortgages, Loan Origination, Commercial Real Estate, Finance, Sales, Short Sales, Real Estate Transactions, Sellers, Foreclosures, REO, Referrals, Marketing, Condos
Education
Idaho State University 2000 — 2000
Bachelor of Business Administration (BBA), Accounting Information System
Horizon Real Estate January 2011 - Present
Pacific Coast Financial LLC January 2004 - Present
Robert Half Finance & Accounting January 2000 - June 2004
Menlo Industries Inc in Fremont, CA March 1996 - November 2000
Transamerica Financial Solutions January 1994 - December 1996
Trust Company of The West January 1986 - April 1994
Skills
Portfolio Management, Investments, Investors, Real Estate, Mortgage Lending, Investment Properties, First Time Home Buyers, Residential Homes, Management, Residential Mortgages, Loan Origination, Commercial Real Estate, Finance, Sales, Short Sales, Real Estate Transactions, Sellers, Foreclosures, REO, Referrals, Marketing, Condos
Education
Idaho State University 2000 — 2000
Bachelor of Business Administration (BBA), Accounting Information System
Jayme Fowler's Trust Company of the West Experience January 2002 - March 2005
Job VP, CIMA, at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds May 2005 - Present
Trust Company of the West January 2002 - March 2005
Nicholas Applegate 1995 - 2001
American Capital 1987 - 1994
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Alternative Investments, Investments, Wealth Management, Asset Managment, Investment Strategies, Portfolio Management, Hedge Funds, Equities, Securities, Asset Allocation, Investment Management, Relationship Management, Asset Management, Financial Services, Financial Advisory, Investment Advisory, ETFs, 401k, Series 65, Retirement Planning, Retirement
Education
Harvard University Kennedy School of Government 2001 — 2001
The Program on Investment Decisions & Behavioral Finance
IMCA/Wharton 1997 — 1997
CIMA, Investment Consulting
University of Arkansas 1977 — 1982
BSBA, Finance, The Sam Walton College of Business
Tulsa Memorial 1975 — 1977
General Studies
Oppenheimer Funds May 2005 - Present
Trust Company of the West January 2002 - March 2005
Nicholas Applegate 1995 - 2001
American Capital 1987 - 1994
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Alternative Investments, Investments, Wealth Management, Asset Managment, Investment Strategies, Portfolio Management, Hedge Funds, Equities, Securities, Asset Allocation, Investment Management, Relationship Management, Asset Management, Financial Services, Financial Advisory, Investment Advisory, ETFs, 401k, Series 65, Retirement Planning, Retirement
Education
Harvard University Kennedy School of Government 2001 — 2001
The Program on Investment Decisions & Behavioral Finance
IMCA/Wharton 1997 — 1997
CIMA, Investment Consulting
University of Arkansas 1977 — 1982
BSBA, Finance, The Sam Walton College of Business
Tulsa Memorial 1975 — 1977
General Studies
Stephen Kaplan's Trust Company of the West Experience 1993 - 1995
Job Vice Chairman at Memphis Grizzlies
Industry Investment Management
Experience
Memphis Grizzlies September 2012 - Present
Oaktree Capital Management 1995 - Present
Trust Company of the West 1993 - 1995
Gibson, Dunn & Crutcher LLP 1983 - 1993
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Management, Valuation, Investments, Equities, LBO, Investment Management, Due Diligence, High Yield, Capital Markets, Portfolio Management, Sports Management, Distressed Debt, Professional Sports, Board of Directors
Education
New York University School of Law 1980 — 1993
Doctor of Law (JD)
Stony Brook University 1980 — 1983
Bachelor's degree, Political Science and Government
Memphis Grizzlies September 2012 - Present
Oaktree Capital Management 1995 - Present
Trust Company of the West 1993 - 1995
Gibson, Dunn & Crutcher LLP 1983 - 1993
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Management, Valuation, Investments, Equities, LBO, Investment Management, Due Diligence, High Yield, Capital Markets, Portfolio Management, Sports Management, Distressed Debt, Professional Sports, Board of Directors
Education
New York University School of Law 1980 — 1993
Doctor of Law (JD)
Stony Brook University 1980 — 1983
Bachelor's degree, Political Science and Government
Chip Bailey's Trust Company of the West Experience 1987 - 1997
Job Managing Director NWQ Investment Management Company, LLC
Industry Financial Services
Experience
NWQ Investment Management Company, LLC August 2007 - Present
Century City Chamber of Commerce 2006 - 2007
Westbourne Capital Management, LLC 1997 - 2007
Trust Company of the West 1987 - 1997
Education
Northwestern University - Kellogg School of Management 1985 — 1987
MBA, Finance and Enviromental Policy
University of California, Los Angeles 1980 — 1985
BA, History
NWQ Investment Management Company, LLC August 2007 - Present
Century City Chamber of Commerce 2006 - 2007
Westbourne Capital Management, LLC 1997 - 2007
Trust Company of the West 1987 - 1997
Education
Northwestern University - Kellogg School of Management 1985 — 1987
MBA, Finance and Enviromental Policy
University of California, Los Angeles 1980 — 1985
BA, History
Duke Heger's Trust Company of the West Experience 2008 - Present
Job Senior Vice President at Trust Company of the West
Industry Financial Services
Experience
Trust Company of the West 2008 - Present
Western Asset Management 2003 - 2008
Mellon Financial 2001 - 2003
Trust Company of the West 1991 - 2001
Public Storage 1990 - 1991
Skills
Hedge Funds, Asset Managment, Fixed Income, Alternative Investments, Equities, Portfolio Management, Mutual Funds, Bloomberg, Securities, Investments, Asset Allocation, Asset Management, Series 7, Financial Modeling, Investment Management, Investment Strategies, Capital Markets
Education
The Ohio State University 1987 — 1990
BS, Accounting, Finance
Trust Company of the West 2008 - Present
Western Asset Management 2003 - 2008
Mellon Financial 2001 - 2003
Trust Company of the West 1991 - 2001
Public Storage 1990 - 1991
Skills
Hedge Funds, Asset Managment, Fixed Income, Alternative Investments, Equities, Portfolio Management, Mutual Funds, Bloomberg, Securities, Investments, Asset Allocation, Asset Management, Series 7, Financial Modeling, Investment Management, Investment Strategies, Capital Markets
Education
The Ohio State University 1987 — 1990
BS, Accounting, Finance
Barry Kurokawa's Trust Company of the West Experience 1987 - 1992
Job Member of the Board of Directors at Anterios, Inc.
Industry Investment Management
Experience
Anterios, Inc. February 2015 - Present
BlackRiver Capital Mangement, LLC April 2014 - Present
Discern Analytics March 2013 - Present
Schroer Capital, LP April 2010 - March 2012
ProMed Management, Inc. January 1996 - December 2008
INVESCO Funds Group July 1992 - January 1996
Trust Company of the West 1987 - 1992
Bank of California 1984 - 1987
Skills
Hedge Funds, Alternative Investments, Equities, Venture Capital, Private Equity, Valuation, Investment Banking, Private Placements, Equity Research, Capital Markets, Investor Relations, Investments, Financial Modeling, Asset Managment, Investment Strategies, Due Diligence, Series 7, Corporate Development, IPO, Portfolio Management, Start-ups, Strategy, Corporate Finance, Asset Management, Securities, Mutual Funds, Mergers & Acquisitions, Investment Management, Finance, Financial Structuring, Funding, Risk Management, Equity Valuation
Education
Loyola Marymount University 1982 — 1984
MBA, Business
California State University, Los Angeles 1974 — 1980
BS, Business - Finance
Anterios, Inc. February 2015 - Present
BlackRiver Capital Mangement, LLC April 2014 - Present
Discern Analytics March 2013 - Present
Schroer Capital, LP April 2010 - March 2012
ProMed Management, Inc. January 1996 - December 2008
INVESCO Funds Group July 1992 - January 1996
Trust Company of the West 1987 - 1992
Bank of California 1984 - 1987
Skills
Hedge Funds, Alternative Investments, Equities, Venture Capital, Private Equity, Valuation, Investment Banking, Private Placements, Equity Research, Capital Markets, Investor Relations, Investments, Financial Modeling, Asset Managment, Investment Strategies, Due Diligence, Series 7, Corporate Development, IPO, Portfolio Management, Start-ups, Strategy, Corporate Finance, Asset Management, Securities, Mutual Funds, Mergers & Acquisitions, Investment Management, Finance, Financial Structuring, Funding, Risk Management, Equity Valuation
Education
Loyola Marymount University 1982 — 1984
MBA, Business
California State University, Los Angeles 1974 — 1980
BS, Business - Finance
Jay Edmondson's Trust Company of the West Experience July 1999 - July 2001
Job Investment Analyst
Industry Investment Management
Experience
GuideStone Capital Management July 2001 - Present
Trust Company of the West July 1999 - July 2001
Trust Company of the West May 1997 - June 1999
Education
Thunderbird School of Global Management 1994 — 1996
MBA, International Management, Finance, Japanese Studies
Ritsumeikan University 1993 — 1994
Japanese Language Training Program
University of Oklahoma 1987 — 1992
BBA, Finance
GuideStone Capital Management July 2001 - Present
Trust Company of the West July 1999 - July 2001
Trust Company of the West May 1997 - June 1999
Education
Thunderbird School of Global Management 1994 — 1996
MBA, International Management, Finance, Japanese Studies
Ritsumeikan University 1993 — 1994
Japanese Language Training Program
University of Oklahoma 1987 — 1992
BBA, Finance
Rudy Reudelhuber's Trust Company of the West Experience 1996 - 1998
Job Managing Director at Hodges Ward Elliott
Industry Real Estate
Experience
Hodges Ward Elliott 1998 - Present
Trust Company of the West 1996 - 1998
S.G.Warburg 1994 - 1996
Skills
Financial Modeling, Investments, Valuation, Asset Management, Real Estate, Hotels, Resorts, Asset Managment, Real Estate Economics, Mergers & Acquisitions, Private Equity, Management, Due Diligence, Emerging Markets, Corporate Finance, Investment Banking
Education
Princeton University 1988 — 1993
AB, East Asian Studies
Hodges Ward Elliott 1998 - Present
Trust Company of the West 1996 - 1998
S.G.Warburg 1994 - 1996
Skills
Financial Modeling, Investments, Valuation, Asset Management, Real Estate, Hotels, Resorts, Asset Managment, Real Estate Economics, Mergers & Acquisitions, Private Equity, Management, Due Diligence, Emerging Markets, Corporate Finance, Investment Banking
Education
Princeton University 1988 — 1993
AB, East Asian Studies
Theresa Tran's Trust Company of the West Experience July 2011 - Present
Job Vice President at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West July 2011 - Present
Macquarie Group July 2007 - July 2011
State Street March 2000 - July 2007
Skills
Commodity Markets, Natural Gas, Energy, Options, Derivatives, Fixed Income
Education
UCLA 2012 — 2013
Master of Business Administration (MBA)
NUS 2011 — 2013
Master of Business Administration (MBA)
University of California, Irvine 1996 — 2000
Bachelor of Arts (BA), Criminology Law & Society
University of California, Irvine 1996 — 2000
Bachelor of Arts (BA), Social Sciences - Specialization in Research Analytical Methods
Trust Company of the West July 2011 - Present
Macquarie Group July 2007 - July 2011
State Street March 2000 - July 2007
Skills
Commodity Markets, Natural Gas, Energy, Options, Derivatives, Fixed Income
Education
UCLA 2012 — 2013
Master of Business Administration (MBA)
NUS 2011 — 2013
Master of Business Administration (MBA)
University of California, Irvine 1996 — 2000
Bachelor of Arts (BA), Criminology Law & Society
University of California, Irvine 1996 — 2000
Bachelor of Arts (BA), Social Sciences - Specialization in Research Analytical Methods
Calvin Ngai's Trust Company of the West Experience August 2007 - December 2010
Job Analyst at Maple Rock Capital Partners
Industry Investment Management
Experience
Maple Rock Capital Partners May 2014 - Present
Crescent Capital Group, LP January 2011 - June 2013
Trust Company of the West August 2007 - December 2010
UBS Investment Bank August 2005 - June 2007
Skills
Private Equity, Financial Modeling, Hedge Funds, Equities, Valuation, Investment Banking
Education
The University of Western Ontario - Richard Ivey School of Business
HBA
Maple Rock Capital Partners May 2014 - Present
Crescent Capital Group, LP January 2011 - June 2013
Trust Company of the West August 2007 - December 2010
UBS Investment Bank August 2005 - June 2007
Skills
Private Equity, Financial Modeling, Hedge Funds, Equities, Valuation, Investment Banking
Education
The University of Western Ontario - Richard Ivey School of Business
HBA
Heidi Castro's Trust Company of the West Experience 2004 - 2005
Job Consumer Services Professional
Industry Consumer Services
Experience
CastleOak Securities, L.P. May 2011 - Present
Oppenheimer & Co. March 2010 - January 2011
Bear Stearns & Company 2005 - 2009
Trust Company of the West 2004 - 2005
Deutsche Bank 2000 - 2004
Micromuse, Inc. 1998 - 2000
WalkerGroup 1996 - 1998
Skills
Asset Managment, Customer Service, Microsoft Office, Project Planning, Management, Equities, Budgets, Asset Management, Training, Process Scheduler, Telecommunications, Sales, Sales Management, Securities
Education
Mercy College 2001 — 2003
Master of Science, Organizational Management
John Jay College of Criminal Justice 1988 — 1996
Bachelor of Arts, Sociology
CastleOak Securities, L.P. May 2011 - Present
Oppenheimer & Co. March 2010 - January 2011
Bear Stearns & Company 2005 - 2009
Trust Company of the West 2004 - 2005
Deutsche Bank 2000 - 2004
Micromuse, Inc. 1998 - 2000
WalkerGroup 1996 - 1998
Skills
Asset Managment, Customer Service, Microsoft Office, Project Planning, Management, Equities, Budgets, Asset Management, Training, Process Scheduler, Telecommunications, Sales, Sales Management, Securities
Education
Mercy College 2001 — 2003
Master of Science, Organizational Management
John Jay College of Criminal Justice 1988 — 1996
Bachelor of Arts, Sociology
Nicole Engel's Trust Company of the West Experience July 2004 - September 2006
Job Associate Regional Director at LJM Partners
Industry Financial Services
Experience
LJM Partners May 2015 - Present
William Blair & Company March 2013 - May 2015
Kayne Anderson Rudnick January 2008 - March 2009
Bel Air Investment Advisors September 2006 - February 2008
Trust Company of the West July 2004 - September 2006
Education
UCLA 1999 — 2001
Bachelor of Science (BS), Mathematics
Moorpark College 1997 — 1999
Associate of Arts (A.A.), Mathematics
LJM Partners May 2015 - Present
William Blair & Company March 2013 - May 2015
Kayne Anderson Rudnick January 2008 - March 2009
Bel Air Investment Advisors September 2006 - February 2008
Trust Company of the West July 2004 - September 2006
Education
UCLA 1999 — 2001
Bachelor of Science (BS), Mathematics
Moorpark College 1997 — 1999
Associate of Arts (A.A.), Mathematics
George Lynch's Trust Company of the West Experience October 1993 - July 1997
Job Director of Business Analysis at National Registered Agents, Inc.
Industry Financial Services
Experience
National Registered Agents, Inc. August 2010 - Present
Project Advisors, LLC October 2009 - Present
Capital Group July 1997 - February 2009
The Capital Group of Companies 1997 - 2009
Trust Company of the West October 1993 - July 1997
Skills
Risk Management, Accounting, Management, Analysis, Process Improvement, Business Analysis, Asset Management, Financial Analysis, Vendor Management, Asset Managment, Business Process..., Mergers & Acquisitions, Strategy
Education
Presbyterian College 1972 — 1975
BA
National Registered Agents, Inc. August 2010 - Present
Project Advisors, LLC October 2009 - Present
Capital Group July 1997 - February 2009
The Capital Group of Companies 1997 - 2009
Trust Company of the West October 1993 - July 1997
Skills
Risk Management, Accounting, Management, Analysis, Process Improvement, Business Analysis, Asset Management, Financial Analysis, Vendor Management, Asset Managment, Business Process..., Mergers & Acquisitions, Strategy
Education
Presbyterian College 1972 — 1975
BA
Vincent Lu's Trust Company of the West Experience June 2012 - August 2012
Job Associate at Highbridge Principal Strategies
Industry Investment Management
Experience
Highbridge Capital Management January 2015 - Present
Perella Weinberg Partners July 2013 - December 2014
Trust Company of the West June 2012 - August 2012
American Enterprise Institute May 2011 - August 2011
USA National Pavilion Shanghai Expo 2010 July 2010 - August 2010
The Executive Centre June 2010 - June 2010
Education
Georgetown University 2008 — 2013
BSFS, International Politics
Fudan University 2008 — 2008
Summer Study Abroad, Advanced Chinese
Bergen Catholic High School 2004 — 2008
Diploma
Highbridge Capital Management January 2015 - Present
Perella Weinberg Partners July 2013 - December 2014
Trust Company of the West June 2012 - August 2012
American Enterprise Institute May 2011 - August 2011
USA National Pavilion Shanghai Expo 2010 July 2010 - August 2010
The Executive Centre June 2010 - June 2010
Education
Georgetown University 2008 — 2013
BSFS, International Politics
Fudan University 2008 — 2008
Summer Study Abroad, Advanced Chinese
Bergen Catholic High School 2004 — 2008
Diploma
William Brennan's Trust Company of the West Experience 2001 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Private 2008 - Present
Rumson Capital LLC 2003 - 2008
Trust Company of the West 2001 - 2003
Fitch Ratings 1997 - 2001
Skills
Equities, Hedge Funds, Proprietary Trading, Asset Managment, Portfolio Management, Investments, Fixed Income, Alternative Investments, ABS, High Yield, Bloomberg, Valuation, Credit Analysis, Securities, Due Diligence, Credit, Financial Services, Loans, Leveraged Finance, Finance, Capital Markets, Bonds, Analysis, Structured Finance, Credit Risk
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1989
MBA, Finance
Penn State University 1983 — 1987
BS, Finance
Private 2008 - Present
Rumson Capital LLC 2003 - 2008
Trust Company of the West 2001 - 2003
Fitch Ratings 1997 - 2001
Skills
Equities, Hedge Funds, Proprietary Trading, Asset Managment, Portfolio Management, Investments, Fixed Income, Alternative Investments, ABS, High Yield, Bloomberg, Valuation, Credit Analysis, Securities, Due Diligence, Credit, Financial Services, Loans, Leveraged Finance, Finance, Capital Markets, Bonds, Analysis, Structured Finance, Credit Risk
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1989
MBA, Finance
Penn State University 1983 — 1987
BS, Finance
Frank Bass's Trust Company of the West Experience January 2012 - June 2014
Job Regional Director at William Blair & Company
Industry Investment Management
Experience
William Blair & Company June 2014 - Present
Trust Company of the West January 2012 - June 2014
Trust Company of the West November 2009 - January 2012
Metropolitan West Asset Management September 2007 - November 2009
State Street August 2006 - September 2007
Education
Northwestern University
William Blair & Company June 2014 - Present
Trust Company of the West January 2012 - June 2014
Trust Company of the West November 2009 - January 2012
Metropolitan West Asset Management September 2007 - November 2009
State Street August 2006 - September 2007
Education
Northwestern University
Christine Anthony-Barrera's Trust Company of the West Experience June 1999 - September 2004
Job Payroll & HR Professional
Industry Financial Services
Experience
Confidential 2010 - Present
Ross Stores Distribution - Moreno Valley October 2007 - May 2009
Network Real Estate Services October 2004 - February 2009
Trust Company of the West June 1999 - September 2004
American Commercial - Mikasa September 1994 - May 1999
Skills
Benefits Administration, HRIS, Payroll, Employee Relations, Performance Management, Onboarding, Applicant Tracking..., Human Resources, Employee Benefits, Management, Process Improvement, Talent Acquisition
Education
Riverside City College 2008 — 2011
Confidential 2010 - Present
Ross Stores Distribution - Moreno Valley October 2007 - May 2009
Network Real Estate Services October 2004 - February 2009
Trust Company of the West June 1999 - September 2004
American Commercial - Mikasa September 1994 - May 1999
Skills
Benefits Administration, HRIS, Payroll, Employee Relations, Performance Management, Onboarding, Applicant Tracking..., Human Resources, Employee Benefits, Management, Process Improvement, Talent Acquisition
Education
Riverside City College 2008 — 2011
Michael B Pena's Trust Company of the West Experience September 2006 - September 2010
Job Shift Digital
Industry Computer Software
Experience
Shift Digital April 2015 - Present
Family Service Agency of San Francisco September 2013 - March 2015
Autoref September 2010 - July 2013
Trust Company of the West September 2006 - September 2010
Skills
Venture Capital, Corporate Development, Entrepreneurship, Investment Strategies, Investments, Alternative Investments, Hedge Funds, Valuation, Financial Modeling, Private Equity, Sales Management, Data Analysis, Fundraising, Start-ups, Equities, Business Development, Strategic Partnerships, Management, Leadership, Marketing Strategy, Strategy
Education
Pepperdine University 2001 — 2005
Economics, Economics
Shift Digital April 2015 - Present
Family Service Agency of San Francisco September 2013 - March 2015
Autoref September 2010 - July 2013
Trust Company of the West September 2006 - September 2010
Skills
Venture Capital, Corporate Development, Entrepreneurship, Investment Strategies, Investments, Alternative Investments, Hedge Funds, Valuation, Financial Modeling, Private Equity, Sales Management, Data Analysis, Fundraising, Start-ups, Equities, Business Development, Strategic Partnerships, Management, Leadership, Marketing Strategy, Strategy
Education
Pepperdine University 2001 — 2005
Economics, Economics
John Nelson Simon's Trust Company of the West Experience 1994 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
Zacks Investment Research 2006 - 2009
Reel Boss Enterprises 2001 - 2006
Trust Company of the West 1994 - 2001
AMDEC Securities 1980 - 1994
Education
Rensselaer Polytechnic Institute
B Mgt E, Management & Chemical Engineering
University of Southern California - Marshall School of Business
MBA, General Management
Zacks Investment Research 2006 - 2009
Reel Boss Enterprises 2001 - 2006
Trust Company of the West 1994 - 2001
AMDEC Securities 1980 - 1994
Education
Rensselaer Polytechnic Institute
B Mgt E, Management & Chemical Engineering
University of Southern California - Marshall School of Business
MBA, General Management
Mark Gold's Trust Company of the West Experience January 1995 - March 2006
Job CEO/CIO HillMark Capital Management / NewMark Capital
Industry Financial Services
Experience
HillMark Capital Management / NewMark Capital March 2006 - Present
Trust Company of the West January 1995 - March 2006
Crescent Capital Management April 1993 - January 1995
Citicorp Investment Management 1983 - 1993
Morgan Stanley 1979 - 1982
Hoffmann La Roche 1974 - 1979
Skills
Alternative Investments, Structured Finance, Leveraged Finance, Equities, Portfolio Management, Risk Management, Asset Allocation, Asset Managment, Investments, Marketing Strategy, Business Analysis, Corporate Finance
Education
New York University, Stern School of Business 1981 — 1983
Master of Business Administration (MBA), Finance / Accounting
Brooklyn Polytech Institute 1975 — 1978
completed coursework for Doctorate - final thesis uncompleted, Chemical Physics
Queens College 1970 — 1974
BA/MA, Organic Chemistry
Stuyvesant High School 1966 — 1970
Bachelor’s Degree, math /science
HillMark Capital Management / NewMark Capital March 2006 - Present
Trust Company of the West January 1995 - March 2006
Crescent Capital Management April 1993 - January 1995
Citicorp Investment Management 1983 - 1993
Morgan Stanley 1979 - 1982
Hoffmann La Roche 1974 - 1979
Skills
Alternative Investments, Structured Finance, Leveraged Finance, Equities, Portfolio Management, Risk Management, Asset Allocation, Asset Managment, Investments, Marketing Strategy, Business Analysis, Corporate Finance
Education
New York University, Stern School of Business 1981 — 1983
Master of Business Administration (MBA), Finance / Accounting
Brooklyn Polytech Institute 1975 — 1978
completed coursework for Doctorate - final thesis uncompleted, Chemical Physics
Queens College 1970 — 1974
BA/MA, Organic Chemistry
Stuyvesant High School 1966 — 1970
Bachelor’s Degree, math /science
Rodney E. Boone's Trust Company of the West Experience March 2004 - March 2013
Job Equity Trader at DoubleLine Equity, LP
Industry Investment Management
Experience
DoubleLine Equity, LP March 2013 - Present
Trust Company of the West March 2004 - March 2013
Thrivent Financial for Lutherans 2003 - 2004
BofA Securities / Montgomery Securities 1996 - 2002
Wells Fargo Nikko 1993 - 1996
Franklin Templeton Investments 1992 - 1993
Skills
Equities, Series 7, Asset Management, Investments, Equity Trading, Series 63, Sales, Marketing, Relationship Management, Securities, Trading
Education
University of San Francisco 1993 — 1995
MBA, Finance
San Diego State University-California State University 1987 — 1991
Bachelor of Science, Finance
DoubleLine Equity, LP March 2013 - Present
Trust Company of the West March 2004 - March 2013
Thrivent Financial for Lutherans 2003 - 2004
BofA Securities / Montgomery Securities 1996 - 2002
Wells Fargo Nikko 1993 - 1996
Franklin Templeton Investments 1992 - 1993
Skills
Equities, Series 7, Asset Management, Investments, Equity Trading, Series 63, Sales, Marketing, Relationship Management, Securities, Trading
Education
University of San Francisco 1993 — 1995
MBA, Finance
San Diego State University-California State University 1987 — 1991
Bachelor of Science, Finance
Steven Wald's Trust Company of the West Experience September 2008 - December 2009
Job Analyst at DoubleLine Capital
Industry Financial Services
Experience
DoubleLine Capital January 2010 - Present
Trust Company of the West September 2008 - December 2009
Merrill Lynch January 2008 - June 2008
Skills
Fixed Income, Asset Management, MBS, Bloomberg, Investments, Financial Analysis
Education
University of Southern California 2006 — 2010
Business, Finance
Singapore Management University 2009 — 2009
Business
DoubleLine Capital January 2010 - Present
Trust Company of the West September 2008 - December 2009
Merrill Lynch January 2008 - June 2008
Skills
Fixed Income, Asset Management, MBS, Bloomberg, Investments, Financial Analysis
Education
University of Southern California 2006 — 2010
Business, Finance
Singapore Management University 2009 — 2009
Business
Randolph Birkman's Trust Company of the West Experience May 2005 - May 2005
Job Experienced Managing Director
Industry Investment Management
Experience
Trust Company of the West May 2005 - May 2005
The Pilgrim Group October 1989 - May 1995
Bank of America, N.A January 1987 - October 1989
Skills
Credit, Asset Management, Investments
Education
Texas Tech University - Rawls College of Business 1983 — 1986
MBA, Finance
Trust Company of the West May 2005 - May 2005
The Pilgrim Group October 1989 - May 1995
Bank of America, N.A January 1987 - October 1989
Skills
Credit, Asset Management, Investments
Education
Texas Tech University - Rawls College of Business 1983 — 1986
MBA, Finance
John Permaul's Trust Company of the West Experience September 2008 - November 2008
Job System Administrator at Nikko Asset Management
Industry Financial Services
Experience
Nikko Asset Management June 2013 - Present
WireMate 2008 - Present
Societe Generale May 2011 - June 2013
Societe Generale January 2011 - May 2011
Asset Inventories Inc. July 2007 - January 2011
Trust Company Of The West September 2008 - November 2008
Societe Generale February 2008 - June 2008
Polytechnic University (Office of Special Services) January 2004 - May 2007
The High School For Enterprise, Business and Technology June 2003 - August 2003
Skills
Microsoft Office, Microsoft Excel, C++, HTML, SQL, PHP, Call Center, Microsoft Word, Citrix, Blackberry, Web Design, Databases, Windows XP Pro, Windows 7, Windows Vista, Mac OS X, VMware ESX, OS X, Operating Systems, Windows XP
Education
Polytechnic University 2003 — 2007
Bachelor's degree, Computer Engineering, 3.0
Nikko Asset Management June 2013 - Present
WireMate 2008 - Present
Societe Generale May 2011 - June 2013
Societe Generale January 2011 - May 2011
Asset Inventories Inc. July 2007 - January 2011
Trust Company Of The West September 2008 - November 2008
Societe Generale February 2008 - June 2008
Polytechnic University (Office of Special Services) January 2004 - May 2007
The High School For Enterprise, Business and Technology June 2003 - August 2003
Skills
Microsoft Office, Microsoft Excel, C++, HTML, SQL, PHP, Call Center, Microsoft Word, Citrix, Blackberry, Web Design, Databases, Windows XP Pro, Windows 7, Windows Vista, Mac OS X, VMware ESX, OS X, Operating Systems, Windows XP
Education
Polytechnic University 2003 — 2007
Bachelor's degree, Computer Engineering, 3.0
Richard Borghese's Trust Company of the West Experience 1995 - 1997
Job Managing Director at Jet Offshore Energy Pte Ltd
Industry Oil & Energy
Experience
Jet Offshore Energy January 2010 - Present
Northern Offshore Ltd 2005 - 2008
New XCL-China LLC September 2000 - 2006
Aegis Energy Company LLC 1998 - 1999
Trust Company of the West 1995 - 1997
Skills
Energy, Strategic Planning, Project Management, Business Strategy, Change Management, Management Consulting, Engineering, Due Diligence, Mergers & Acquisitions, Contract Negotiation, Petroleum, Drilling, Offshore Operations, Offshore Drilling, Reservoir Management, Petroleum Engineering, Upstream, Energy Industry
Education
Marietta College 1984 — 1989
Bachelor of Science (B.Sc.), Petroleum Engineering
Jet Offshore Energy January 2010 - Present
Northern Offshore Ltd 2005 - 2008
New XCL-China LLC September 2000 - 2006
Aegis Energy Company LLC 1998 - 1999
Trust Company of the West 1995 - 1997
Skills
Energy, Strategic Planning, Project Management, Business Strategy, Change Management, Management Consulting, Engineering, Due Diligence, Mergers & Acquisitions, Contract Negotiation, Petroleum, Drilling, Offshore Operations, Offshore Drilling, Reservoir Management, Petroleum Engineering, Upstream, Energy Industry
Education
Marietta College 1984 — 1989
Bachelor of Science (B.Sc.), Petroleum Engineering
Victoria Vogel's Trust Company of the West Experience September 2011 - Present
Job Student at Middlebury College
Industry Investment Management
Experience
Trust Company of the West September 2011 - Present
Trust Company of the West June 2011 - Present
BAFROW June 2010 - August 2010
Skills
French, Bloomberg, Equity Research, Editing, Excel, Fixed Income, Microsoft Office, Twitter
Education
Middlebury College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Suffolk University 2009 — 2009
Dakar, Senegal
Trust Company of the West September 2011 - Present
Trust Company of the West June 2011 - Present
BAFROW June 2010 - August 2010
Skills
French, Bloomberg, Equity Research, Editing, Excel, Fixed Income, Microsoft Office, Twitter
Education
Middlebury College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Suffolk University 2009 — 2009
Dakar, Senegal
Patricia Navis's Trust Company of the West Experience 1994 - 2000
Job Attorney
Industry Investment Management
Experience
AxiomLaw 2009 - 2012
Apollo Global Management 2000 - 2009
Trust Company of the West 1994 - 2000
O'Melveny & Myers LLP 1987 - 1994
Education
Southwestern University School of Law 1983 — 1986
Doctor of Law (JD)
Northern Illinois University
M.S.
University of Illinois at Urbana-Champaign
B.S.
AxiomLaw 2009 - 2012
Apollo Global Management 2000 - 2009
Trust Company of the West 1994 - 2000
O'Melveny & Myers LLP 1987 - 1994
Education
Southwestern University School of Law 1983 — 1986
Doctor of Law (JD)
Northern Illinois University
M.S.
University of Illinois at Urbana-Champaign
B.S.
Alvin R. Kelly's Trust Company of the West Experience August 1981 - January 2000
Job Government Administration Professional
Industry Government Administration
Experience
Texas Neighborhood Services Rock June 2009 - October 2009
Los Angeles City Council Member Tony Cardenas CD#06 July 2003 - April 2008
Los Angeles City Council Member Alex Padilla CD#07 March 2002 - June 2003
CA State Assemblyman Tony Cardenas 39th AD & Budget Chairman July 2000 - February 2002
Trust Company of the West August 1981 - January 2000
Skills
Public Speaking, Community Outreach, Public Policy, Public Relations, Event Planning, Fundraising, Non-profits, Politics, Microsoft Office, Government, Customer Service, Media Relations, PowerPoint, Social Media, Strategic Communications, Microsoft Excel, Political Campaigns, Policy Analysis, Research, Strategic Planning, Event Management, Policy, Problem Solving, System Administration, Outlook, Training, Employee Relations, Recruiting, Management, Marketing Communications, Editing, Budgets, Team Building, Process Improvement, Workforce Development, Writing, Staff Development, Access, Organizational..., Lobbying, Community Development, Project Planning, Program Management, New Business Development, Marketing, Job Search, Grant Writing, Account Management, Microsoft Word, Contract Negotiation
Education
Prairie View A&M University
N/A, Industrial Tech., Business Adm.
Texas Neighborhood Services Rock June 2009 - October 2009
Los Angeles City Council Member Tony Cardenas CD#06 July 2003 - April 2008
Los Angeles City Council Member Alex Padilla CD#07 March 2002 - June 2003
CA State Assemblyman Tony Cardenas 39th AD & Budget Chairman July 2000 - February 2002
Trust Company of the West August 1981 - January 2000
Skills
Public Speaking, Community Outreach, Public Policy, Public Relations, Event Planning, Fundraising, Non-profits, Politics, Microsoft Office, Government, Customer Service, Media Relations, PowerPoint, Social Media, Strategic Communications, Microsoft Excel, Political Campaigns, Policy Analysis, Research, Strategic Planning, Event Management, Policy, Problem Solving, System Administration, Outlook, Training, Employee Relations, Recruiting, Management, Marketing Communications, Editing, Budgets, Team Building, Process Improvement, Workforce Development, Writing, Staff Development, Access, Organizational..., Lobbying, Community Development, Project Planning, Program Management, New Business Development, Marketing, Job Search, Grant Writing, Account Management, Microsoft Word, Contract Negotiation
Education
Prairie View A&M University
N/A, Industrial Tech., Business Adm.
Eleanor Stanculescu D's Trust Company of the West Experience November 2001 - Present
Job Relative Value Team Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West November 2001 - Present
SG Cowen October 1998 - November 2001
Skills
Alternative Investments, Fixed Income, Hedge Funds, Bloomberg Terminal, Equities, Asset Management, Equity Research, Mutual Funds, Wealth Management, Financial Services
Education
New York University 2007 — 2012
Bachelor of Applied Science (BASc), Leadership and Management - Marketing Management
Trust Company of the West November 2001 - Present
SG Cowen October 1998 - November 2001
Skills
Alternative Investments, Fixed Income, Hedge Funds, Bloomberg Terminal, Equities, Asset Management, Equity Research, Mutual Funds, Wealth Management, Financial Services
Education
New York University 2007 — 2012
Bachelor of Applied Science (BASc), Leadership and Management - Marketing Management
Robert Sainato, CFA, CFP, CIC, CAIA's Trust Company of the West Experience 2002 - 2004
Job Structured Products Predictive Model & Risk Product Manager at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP January 2012 - Present
Advisors Asset Management, Inc. 2009 - 2011
Broadpoint Capital 2007 - 2009
resource america 2005 - 2008
Trust Company of the West 2002 - 2004
Fidelity Investments 1997 - 2002
Education
William E. Simon School of Business 1993 — 1995
MBA, Finance
Hofstra University 1987 — 1991
BA, Economics
Hofstra University 1987 — 1991
BBA, Finance
Bloomberg LP January 2012 - Present
Advisors Asset Management, Inc. 2009 - 2011
Broadpoint Capital 2007 - 2009
resource america 2005 - 2008
Trust Company of the West 2002 - 2004
Fidelity Investments 1997 - 2002
Education
William E. Simon School of Business 1993 — 1995
MBA, Finance
Hofstra University 1987 — 1991
BA, Economics
Hofstra University 1987 — 1991
BBA, Finance
Isabel Cathcart's Trust Company of the West Experience 2005 - 2006
Job Merrill Lynch, Pierce, Fenner & Smith
Industry Investment Management
Experience
Merrill Lynch June 2015 - Present
Citigroup Global Markets Inc. May 2012 - Present
Western International Securities, Inc. April 2011 - May 2012
Trust Company of the West 2005 - 2006
UBS March 2001 - February 2005
Merrill Lynch January 1993 - March 2001
Skills
Alternative Investments, Series 7, Wealth Management, Asset Management, Investments, Finance, Asset Allocation, Banking, Hedge Funds, Fixed Income
Education
Pitzer College
Economics & Psychology
University of London
Economics
Merrill Lynch June 2015 - Present
Citigroup Global Markets Inc. May 2012 - Present
Western International Securities, Inc. April 2011 - May 2012
Trust Company of the West 2005 - 2006
UBS March 2001 - February 2005
Merrill Lynch January 1993 - March 2001
Skills
Alternative Investments, Series 7, Wealth Management, Asset Management, Investments, Finance, Asset Allocation, Banking, Hedge Funds, Fixed Income
Education
Pitzer College
Economics & Psychology
University of London
Economics
Michael Dupuis's Trust Company of the West Experience May 2002 - December 2011
Job Principal at The Blackstone Group
Industry Investment Management
Experience
The Blackstone Group January 2012 - Present
Trust Company of the West May 2002 - December 2011
Roxbury Capital Management 1999 - 2002
Munn, Bernhard and Associates 1997 - 1999
Kidder Peabody & Company 1988 - 1997
Education
Ohio University
BS
The Blackstone Group January 2012 - Present
Trust Company of the West May 2002 - December 2011
Roxbury Capital Management 1999 - 2002
Munn, Bernhard and Associates 1997 - 1999
Kidder Peabody & Company 1988 - 1997
Education
Ohio University
BS
Edward Harper's Trust Company of the West Experience January 2013 - September 2014
Job Point Plus Realty Group, Inc.
Industry Real Estate
Experience
Trust Company of the West January 2013 - September 2014
Regiment Capital Advisors LP May 2012 - January 2013
MFS Investment Management May 2011 - September 2011
The Office of Senator John Kerry June 2010 - September 2010
Skills
Economics, Investments, Bloomberg, Fixed Income, Financial Modeling, Valuation, Alternative Investments, Capital Markets
Education
Harvard University 2010 — 2013
Bachelor of Arts (B.A.), Economics
Harvard University
Economics
Trust Company of the West January 2013 - September 2014
Regiment Capital Advisors LP May 2012 - January 2013
MFS Investment Management May 2011 - September 2011
The Office of Senator John Kerry June 2010 - September 2010
Skills
Economics, Investments, Bloomberg, Fixed Income, Financial Modeling, Valuation, Alternative Investments, Capital Markets
Education
Harvard University 2010 — 2013
Bachelor of Arts (B.A.), Economics
Harvard University
Economics
Lisa Z Zeller's Trust Company of the West Experience August 1992 - July 2005
Job Mediator and Arbitrator
Industry
Experience
California Academy of Mediation Professionals December 2011 - Present
Centinela Youth Services July 2011 - Present
Financial Industry Regulatory Authority May 2011 - Present
The Zeller Company December 2006 - May 2011
Trust Company of the West August 1992 - July 2005
Skills
Workshop Facilitation, Microsoft Excel, Nonprofits, Corporate Governance, PowerPoint, Mediation, Equities, Microsoft Office, Microsoft Word, Public Speaking, Customer Service, Research, Finance
Education
Pepperdine University School of Law 2011 — 2013
Master's in Dispute Resolution, Dispute Resolution: Mediation and Arbitration, 4.0 GPA
Harvard Business School 1980 — 1982
Master's in Business Administration, Graduated with Distinction
Trinity College 1976 — 1980
Master of Arts (M.A.), Economics, Distinction on Master's Project: An Econometric Critique of the CAPM
Middlebury College 1972 — 1976
Bachelor of Arts (B.A.), Economics, Highest Honors in Economics
California Academy of Mediation Professionals December 2011 - Present
Centinela Youth Services July 2011 - Present
Financial Industry Regulatory Authority May 2011 - Present
The Zeller Company December 2006 - May 2011
Trust Company of the West August 1992 - July 2005
Skills
Workshop Facilitation, Microsoft Excel, Nonprofits, Corporate Governance, PowerPoint, Mediation, Equities, Microsoft Office, Microsoft Word, Public Speaking, Customer Service, Research, Finance
Education
Pepperdine University School of Law 2011 — 2013
Master's in Dispute Resolution, Dispute Resolution: Mediation and Arbitration, 4.0 GPA
Harvard Business School 1980 — 1982
Master's in Business Administration, Graduated with Distinction
Trinity College 1976 — 1980
Master of Arts (M.A.), Economics, Distinction on Master's Project: An Econometric Critique of the CAPM
Middlebury College 1972 — 1976
Bachelor of Arts (B.A.), Economics, Highest Honors in Economics
Philip Holl's Trust Company of the West Experience May 1994 - December 2011
Job Retired
Industry Investment Management
Experience
PKH Consulting February 2012 - May 2014
Trust Company of the West May 1994 - December 2011
Reserve Management Corporation 1986 - 1994
GIT Group of Mutual Funds 1984 - 1986
Skills
Securities, Compliance, Mutual Funds, Investment Advisory, Litigation, Hedge Funds, Series 7, Alternative Investments, Trading, Fixed Income, Investment Strategies, Investments, Risk Management, Capital Markets, Private Equity, Investment Management, Asset Management
Education
New York University School of Law 1977 — 1978
LL.M, Corporation Law
Rutgers University School of Law - Camden 1972 — 1975
J.D.
Rutgers University-New Brunswick 1967 — 1971
B.A., Economics
PKH Consulting February 2012 - May 2014
Trust Company of the West May 1994 - December 2011
Reserve Management Corporation 1986 - 1994
GIT Group of Mutual Funds 1984 - 1986
Skills
Securities, Compliance, Mutual Funds, Investment Advisory, Litigation, Hedge Funds, Series 7, Alternative Investments, Trading, Fixed Income, Investment Strategies, Investments, Risk Management, Capital Markets, Private Equity, Investment Management, Asset Management
Education
New York University School of Law 1977 — 1978
LL.M, Corporation Law
Rutgers University School of Law - Camden 1972 — 1975
J.D.
Rutgers University-New Brunswick 1967 — 1971
B.A., Economics
Yuzhao Zhang's Trust Company of the West Experience June 2006 - August 2006
Job Assistant Professor of Finance at Rutgers University
Industry Higher Education
Experience
Rutgers University September 2014 - Present
Oklahoma State University August 2012 - July 2014
Temple University January 2008 - July 2012
Trust Company of the West June 2006 - August 2006
Research Affiliates August 2003 - March 2004
EMPIRICA CAPITAL LLC May 2001 - March 2002
Skills
Valuation, Derivatives, Statistics, Portfolio Management, Data Analysis, Economics, Quantitative Analytics, Equities, Financial Modeling, Research
Education
UCLA Anderson School of Management 2002 — 2008
PhD, Finance
New York University 2000 — 2002
MS, Mathematical Finance
Peking University 1995 — 1999
BS
Rutgers University September 2014 - Present
Oklahoma State University August 2012 - July 2014
Temple University January 2008 - July 2012
Trust Company of the West June 2006 - August 2006
Research Affiliates August 2003 - March 2004
EMPIRICA CAPITAL LLC May 2001 - March 2002
Skills
Valuation, Derivatives, Statistics, Portfolio Management, Data Analysis, Economics, Quantitative Analytics, Equities, Financial Modeling, Research
Education
UCLA Anderson School of Management 2002 — 2008
PhD, Finance
New York University 2000 — 2002
MS, Mathematical Finance
Peking University 1995 — 1999
BS
Louis Kim's Trust Company of the West Experience June 1999 - May 2002
Job Managing Director at Twin Haven Capital Partners, LLC
Industry Venture Capital & Private Equity
Experience
Twin Haven Capital Partners, LLC November 2009 - Present
Pequot Capital May 2002 - October 2009
Trust Company of the West June 1999 - May 2002
Salomon Brothers July 1996 - June 1999
Skills
Board of Directors, Debt Restructuring, Finance, Restructuring, Special Situations
Education
Georgetown University
Bachelor of Science (BS), Japanese / International Business
Twin Haven Capital Partners, LLC November 2009 - Present
Pequot Capital May 2002 - October 2009
Trust Company of the West June 1999 - May 2002
Salomon Brothers July 1996 - June 1999
Skills
Board of Directors, Debt Restructuring, Finance, Restructuring, Special Situations
Education
Georgetown University
Bachelor of Science (BS), Japanese / International Business
Christopher Ainley's Trust Company of the West Experience June 1994 - December 2005
Job Board Member at nCrypted Cloud
Industry Investment Management
Experience
nCrypted Cloud June 2012 - Present
Carenfil Partners January 2010 - Present
Johnny Rockets, Inc February 2007 - December 2010
Red Zone Capital January 2006 - November 2010
Trust Company of the West June 1994 - December 2005
Putnam Investments 1992 - 1994
J.P, Morgan Investment Management August 1987 - June 1992
Skills
Valuation, Asset Managment, Hedge Funds, Private Equity, Equities, Asset Management, Mergers, Alternative Investments, Investments, Venture Capital, Investment Management, Start-ups, Due Diligence, Portfolio Management, Emerging Markets, Capital Markets, Mergers & Acquisitions
Education
Harvard Business School 1985 — 1987
Master of Business Administration (M.B.A.)
Tufts University 1976 — 1980
Bachelor’s Degree, History
nCrypted Cloud June 2012 - Present
Carenfil Partners January 2010 - Present
Johnny Rockets, Inc February 2007 - December 2010
Red Zone Capital January 2006 - November 2010
Trust Company of the West June 1994 - December 2005
Putnam Investments 1992 - 1994
J.P, Morgan Investment Management August 1987 - June 1992
Skills
Valuation, Asset Managment, Hedge Funds, Private Equity, Equities, Asset Management, Mergers, Alternative Investments, Investments, Venture Capital, Investment Management, Start-ups, Due Diligence, Portfolio Management, Emerging Markets, Capital Markets, Mergers & Acquisitions
Education
Harvard Business School 1985 — 1987
Master of Business Administration (M.B.A.)
Tufts University 1976 — 1980
Bachelor’s Degree, History
Thomas Danhakl's Trust Company of the West Experience August 2010 - August 2012
Job Research Analyst at Trust Company of the West
Industry Investment Management
Experience
The TCW Group August 2014 - Present
York Capital Management May 2013 - August 2013
Trust Company of the West August 2010 - August 2012
Trust Company of the West September 2007 - August 2010
Skills
Equity Research, Bloomberg, Equities, Hedge Funds, Fixed Income, Valuation, Alternative Investments, Financial Modeling, Asset Management, Capital Markets, Equity Valuation, Portfolio Management, Investments, Investment Management, Quantitative Analytics
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2003 — 2007
BS in Finance, Finance, Accounting, Economics, Statistics, Marketing, Japanese
The TCW Group August 2014 - Present
York Capital Management May 2013 - August 2013
Trust Company of the West August 2010 - August 2012
Trust Company of the West September 2007 - August 2010
Skills
Equity Research, Bloomberg, Equities, Hedge Funds, Fixed Income, Valuation, Alternative Investments, Financial Modeling, Asset Management, Capital Markets, Equity Valuation, Portfolio Management, Investments, Investment Management, Quantitative Analytics
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2003 — 2007
BS in Finance, Finance, Accounting, Economics, Statistics, Marketing, Japanese
Sena Lax-Account's Trust Company of the West Experience January 2008 - April 2011
Job Accounting Manager at US COM Logistics Inc.
Industry Logistics and Supply Chain
Experience
US COM Logistics Inc. July 2011 - Present
Trust Company of the West January 2008 - April 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, 3PL, Air Freight, Import Export, Freight Forwarding, Process Improvement, Forecasting
Education
University of California, Riverside 1998 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Riverside Community College
US COM Logistics Inc. July 2011 - Present
Trust Company of the West January 2008 - April 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, 3PL, Air Freight, Import Export, Freight Forwarding, Process Improvement, Forecasting
Education
University of California, Riverside 1998 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Riverside Community College
Diane Maiden's Trust Company of the West Experience September 1981 - August 1991
Job Vice President at NWQ Investment Management Co., LLC
Industry Investment Management
Experience
NWQ Investment Management Co., LLC 2005 - Present
NetAssetManagement, Inc. January 2000 - August 2002
Roxbury Capital Management September 1991 - June 1999
Trust Company of the West September 1981 - August 1991
Skills
Investments, Compliance, Equities, Trading, Investment Management, Mutual Funds, Portfolio Management, Asset Management, Securities, Capital Markets
Education
Fordham University
Bachelor of Arts (BA), Communications
NWQ Investment Management Co., LLC 2005 - Present
NetAssetManagement, Inc. January 2000 - August 2002
Roxbury Capital Management September 1991 - June 1999
Trust Company of the West September 1981 - August 1991
Skills
Investments, Compliance, Equities, Trading, Investment Management, Mutual Funds, Portfolio Management, Asset Management, Securities, Capital Markets
Education
Fordham University
Bachelor of Arts (BA), Communications
Jon Darrow's Trust Company of the West Experience May 1995 - Present
Job Senior Vice President, Compliance at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West May 1995 - Present
Richard Ney Associates January 1982 - February 1995
Skills
Compliance, Investments, Asset Management, Mergers & Acquisitions, Corporate Governance, Securities, Due Diligence, Mutual Funds, Portfolio Management, Risk Management, Equities, Hedge Funds, Private Equity, Fixed Income, Investment Management, Capital Markets, Alternative Investments
Education
University of Chicago 1977 — 1980
Joint Degree - MBA/JD
Haverford College 1973 — 1977
Bachelor of Arts (B.A.), History
Trust Company of the West May 1995 - Present
Richard Ney Associates January 1982 - February 1995
Skills
Compliance, Investments, Asset Management, Mergers & Acquisitions, Corporate Governance, Securities, Due Diligence, Mutual Funds, Portfolio Management, Risk Management, Equities, Hedge Funds, Private Equity, Fixed Income, Investment Management, Capital Markets, Alternative Investments
Education
University of Chicago 1977 — 1980
Joint Degree - MBA/JD
Haverford College 1973 — 1977
Bachelor of Arts (B.A.), History
Theresa Manfredi's Trust Company of the West Experience July 1992 - Present
Job VP Corporate Finance at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West July 1992 - Present
TransTechnology April 1990 - June 1992
Jardine Insurance Brokers August 1987 - March 1990
Education
Marist College 1982 — 1986
Bachelor's degree, Accounting
Trust Company of the West July 1992 - Present
TransTechnology April 1990 - June 1992
Jardine Insurance Brokers August 1987 - March 1990
Education
Marist College 1982 — 1986
Bachelor's degree, Accounting
Vincent Polidore's Trust Company of the West Experience May 2010 - August 2010
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2013 - Present
Trust Company of the West May 2010 - August 2010
Skills
PowerPoint, Financial Analysis, Life Insurance, Disability Insurance, Risk Management
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Mount Saint Mary's College 2008 — 2009
Northwestern Mutual October 2013 - Present
Trust Company of the West May 2010 - August 2010
Skills
PowerPoint, Financial Analysis, Life Insurance, Disability Insurance, Risk Management
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Mount Saint Mary's College 2008 — 2009
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management