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
Dennis MacDonald Dennis MacDonald's Trust Company of the West Experience May 2008 - September 2010
Job Regional Director at Delaware Investments, a member of the Macquarie Group
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group January 2012 - Present
Congress Asset Management November 2010 - January 2012
Trust Company of the West May 2008 - September 2010
John Hancock Funds February 2001 - April 2008
Lord Abbett & Co. LLC January 1998 - January 2001
JPMorgan Chase (formerly Great Western Financial) September 1995 - December 1997
Merrill Lynch January 1991 - September 1995
Skills
Separately Managed..., Mutual Funds, Asset Managment, Fixed Income, Investments, Asset Management, Equities, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Investment Strategies, Securities, Hedge Funds, Series 63
Education
University of Colorado at Boulder 1986 — 1990
Bachelor's degree, Bachelor of Arts
Cherry Creek High School 1983 — 1986
Delaware Investments, a member of the Macquarie Group January 2012 - Present
Congress Asset Management November 2010 - January 2012
Trust Company of the West May 2008 - September 2010
John Hancock Funds February 2001 - April 2008
Lord Abbett & Co. LLC January 1998 - January 2001
JPMorgan Chase (formerly Great Western Financial) September 1995 - December 1997
Merrill Lynch January 1991 - September 1995
Skills
Separately Managed..., Mutual Funds, Asset Managment, Fixed Income, Investments, Asset Management, Equities, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Investment Strategies, Securities, Hedge Funds, Series 63
Education
University of Colorado at Boulder 1986 — 1990
Bachelor's degree, Bachelor of Arts
Cherry Creek High School 1983 — 1986
Anna Hadden Anna Hadden's Trust Company of the West Experience September 2006 - December 2006
Job Project Manager at Capital Group
Industry Investment Management
Experience
Capital Group July 2015 - Present
Capital Group August 2014 - June 2015
Capital Group July 2007 - August 2014
Capital Group July 2007 - August 2014
Capital Group January 2007 - June 2007
Trust Company of the West September 2006 - December 2006
UBS Wealth Management October 2005 - September 2006
Skills
Microsoft Office, Word, Excel, VBA, Lotus Notes, Bloomberg, Asset Pricing, Corporate Actions, Fixed Income, Mutual Funds, Data Analysis, Bloomberg Terminal, Asset Managment, Structured Products, Emerging Markets, Risk Management, PowerPoint, Process Improvement, Investment Management, Due Diligence, Valuation, Investments, Portfolio Management, Derivatives
Education
University of California, Los Angeles 2004 — 2007
Bachelors, Psychology and Economics
Capital Group July 2015 - Present
Capital Group August 2014 - June 2015
Capital Group July 2007 - August 2014
Capital Group July 2007 - August 2014
Capital Group January 2007 - June 2007
Trust Company of the West September 2006 - December 2006
UBS Wealth Management October 2005 - September 2006
Skills
Microsoft Office, Word, Excel, VBA, Lotus Notes, Bloomberg, Asset Pricing, Corporate Actions, Fixed Income, Mutual Funds, Data Analysis, Bloomberg Terminal, Asset Managment, Structured Products, Emerging Markets, Risk Management, PowerPoint, Process Improvement, Investment Management, Due Diligence, Valuation, Investments, Portfolio Management, Derivatives
Education
University of California, Los Angeles 2004 — 2007
Bachelors, Psychology and Economics
Ashley Sun Ashley Sun's Trust Company of the West Experience July 2009 - August 2009
Job DevOps Engineer at Lending Club
Industry Computer Software
Experience
Lending Club August 2014 - Present
Lending Club June 2013 - August 2013
UC Irvine January 2010 - June 2010
Trust Company of the West July 2009 - August 2009
Skills
Java, Python, C, Ruby on Rails, Eclipse, Software Engineering, Software Development, Computer Science, Matlab, CSS, LaTeX, Ruby, Git, JavaScript, C++
Education
UC Berkeley 2010 — 2014
Bachelor of Science (BS), Electrical Engineering and Computer Science
University of California, Berkeley
Bachelor of Science (B.S.)
Lending Club August 2014 - Present
Lending Club June 2013 - August 2013
UC Irvine January 2010 - June 2010
Trust Company of the West July 2009 - August 2009
Skills
Java, Python, C, Ruby on Rails, Eclipse, Software Engineering, Software Development, Computer Science, Matlab, CSS, LaTeX, Ruby, Git, JavaScript, C++
Education
UC Berkeley 2010 — 2014
Bachelor of Science (BS), Electrical Engineering and Computer Science
University of California, Berkeley
Bachelor of Science (B.S.)
![Chris Kacher [Lion]](/img/avatar.webp){kind=avatar}
Chris Kacher [Lion] Chris Kacher [Lion]'s Trust Company of the West Experience August 1994 - December 1995
Job Proprietary Trader, Investment Author, Managing Director and Principal MoKa Investors, LLC
Industry Financial Services
Experience
Virtue of Selfish Investing, LLC / www.virtueofselfishinvesting.com March 2010 - Present
MoKa Investors, LLC December 2009 - Present
Teardrop Rain, LLC July 2007 - Present
Gil Morales and Co, LLC May 2009 - May 2010
Geographia Ltd December 2002 - March 2008
CDK Systems October 2001 - December 2002
William O'Neil + Company, Inc. January 1996 - October 2001
Virtue of Selfish Investor (original) December 1994 - December 1995
Trust Company of the West August 1994 - December 1995
KPFA April 1992 - December 1994
Skills
Investments, Entrepreneurship, Equities, Venture Capital, Hedge Funds, Asset Managment, Trading, Start-ups, Investment Strategies, Private Equity, Angel Investing, Portfolio Management, Asset Management, Financial Markets, Bloomberg, Mutual Funds, Wealth Management, Investment Advisory, Strategic Financial..., Alternative Investments, Fixed Income, Securities, Technical Analysis, Trading Systems, Options, ETFs, Equity Research, Emerging Markets, Financial Services, Series 7, Investment Banking, Finance, Capital Markets, Electronic Trading, Investment Management, Financial Modeling, Due Diligence, Valuation, Asset Allocation, Financial Advisory, Networking
Education
University of California, Berkeley 1985 — 1995
BS, PhD, Chemistry, Nuclear Physics
Buckley School
Virtue of Selfish Investing, LLC / www.virtueofselfishinvesting.com March 2010 - Present
MoKa Investors, LLC December 2009 - Present
Teardrop Rain, LLC July 2007 - Present
Gil Morales and Co, LLC May 2009 - May 2010
Geographia Ltd December 2002 - March 2008
CDK Systems October 2001 - December 2002
William O'Neil + Company, Inc. January 1996 - October 2001
Virtue of Selfish Investor (original) December 1994 - December 1995
Trust Company of the West August 1994 - December 1995
KPFA April 1992 - December 1994
Skills
Investments, Entrepreneurship, Equities, Venture Capital, Hedge Funds, Asset Managment, Trading, Start-ups, Investment Strategies, Private Equity, Angel Investing, Portfolio Management, Asset Management, Financial Markets, Bloomberg, Mutual Funds, Wealth Management, Investment Advisory, Strategic Financial..., Alternative Investments, Fixed Income, Securities, Technical Analysis, Trading Systems, Options, ETFs, Equity Research, Emerging Markets, Financial Services, Series 7, Investment Banking, Finance, Capital Markets, Electronic Trading, Investment Management, Financial Modeling, Due Diligence, Valuation, Asset Allocation, Financial Advisory, Networking
Education
University of California, Berkeley 1985 — 1995
BS, PhD, Chemistry, Nuclear Physics
Buckley School
Travis Guterman Travis Guterman's Trust Company of the West Experience November 2013 - Present
Job Equity Reconciliation at Trust Company of the West
Industry Financial Services
Experience
Trust Company of the West November 2013 - Present
JRK Property Holdings June 2012 - August 2012
Cassidy Turley June 2011 - July 2011
Merrill Lynch June 2010 - August 2010
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Analysis, Marketing, Investments, Equity Reconciliation, Financial Analysis, Social Media Marketing, Leadership, Social Media, PowerPoint, Social Networking
Education
University of Arizona 2009 — 2013
Bachelor of Science (BS), Agricultural Economics and Management, Honors, Magna Cum Laude
Trust Company of the West November 2013 - Present
JRK Property Holdings June 2012 - August 2012
Cassidy Turley June 2011 - July 2011
Merrill Lynch June 2010 - August 2010
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Analysis, Marketing, Investments, Equity Reconciliation, Financial Analysis, Social Media Marketing, Leadership, Social Media, PowerPoint, Social Networking
Education
University of Arizona 2009 — 2013
Bachelor of Science (BS), Agricultural Economics and Management, Honors, Magna Cum Laude
Colin George's Trust Company of the West Experience April 2008 - July 2008
Job Director of Enterprise Sales at EverString
Industry Computer Software
Experience
EverString 2014 - Present
Delphix 2012 - Present
Zenoss 2012 - Present
ProtectCELL 2012 - August 2014
Summit Partners July 2010 - June 2014
KPMG June 2009 - August 2009
Trust Company of the West April 2008 - July 2008
Skills
Investments, Private Equity, Financial Modeling, Management Consulting, Start-ups, Business Development, Valuation, Finance, Venture Capital, Entrepreneurship, Sales, Mergers & Acquisitions, Strategy, SaaS, Strategic Partnerships, Financial Analysis, Business Strategy, Auditing, Corporate Finance, Corporate Development, Due Diligence, Enterprise Software, Big Data Analytics, Machine Learning, Natural Language..., Management, Leadership, Marketing
Education
University of Southern California 2006 — 2010
Bachelor of Arts (B.A.), Philosophy - Ethics, Law and Value Theory
University of Southern California - Marshall School of Business 2006 — 2010
Bachelor of Science (B.S.), Accounting
EverString 2014 - Present
Delphix 2012 - Present
Zenoss 2012 - Present
ProtectCELL 2012 - August 2014
Summit Partners July 2010 - June 2014
KPMG June 2009 - August 2009
Trust Company of the West April 2008 - July 2008
Skills
Investments, Private Equity, Financial Modeling, Management Consulting, Start-ups, Business Development, Valuation, Finance, Venture Capital, Entrepreneurship, Sales, Mergers & Acquisitions, Strategy, SaaS, Strategic Partnerships, Financial Analysis, Business Strategy, Auditing, Corporate Finance, Corporate Development, Due Diligence, Enterprise Software, Big Data Analytics, Machine Learning, Natural Language..., Management, Leadership, Marketing
Education
University of Southern California 2006 — 2010
Bachelor of Arts (B.A.), Philosophy - Ethics, Law and Value Theory
University of Southern California - Marshall School of Business 2006 — 2010
Bachelor of Science (B.S.), Accounting
M. Craig Milias, CFA M. Craig Milias, CFA's Trust Company of the West Experience October 1997 - June 2000
Job President Long Duration Capital Management
Industry Investment Management
Experience
LDCM February 2013 - Present
Platte River Capital April 2007 - August 2012
Bel Air Investment Advisors 2002 - 2007
Trust Company of the West October 1997 - June 2000
Skills
Valuation, Private Equity, Portfolio Management, Mergers & Acquisitions, Investments, Investment Strategies, Hedge Funds, Financial Modeling, Equity Research, Equities, Bloomberg, Asset Management, Asset Allocation, Investment Management, Alternative Investments
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Finance
University of California, Berkeley 1990 — 1994
BA, Political Economies of Industrial Societies
LDCM February 2013 - Present
Platte River Capital April 2007 - August 2012
Bel Air Investment Advisors 2002 - 2007
Trust Company of the West October 1997 - June 2000
Skills
Valuation, Private Equity, Portfolio Management, Mergers & Acquisitions, Investments, Investment Strategies, Hedge Funds, Financial Modeling, Equity Research, Equities, Bloomberg, Asset Management, Asset Allocation, Investment Management, Alternative Investments
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Finance
University of California, Berkeley 1990 — 1994
BA, Political Economies of Industrial Societies
Min Shan Lin Min Shan Lin's Trust Company of the West Experience June 2013 - May 2014
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock August 2014 - Present
Trust Company of the West June 2013 - May 2014
Capital Business Advisors January 2013 - June 2013
Braathe Enterprises June 2012 - November 2012
Office of Supervisor David Chiu June 2012 - August 2012
Asian Pacific Islander American Public Affairs June 2012 - August 2012
University of Southern California August 2011 - December 2011
Chinese Progressive Association June 2009 - August 2011
Skills
Research, Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Java Programming, SAP (In Progress), Cantonese, French, Marketing, Blogging, Training, Leadership, PowerPoint, Market Research, Public Speaking, Management, Social Media, Analysis, Microsoft Office, Financial Analysis, Data Analysis, Teamwork
Education
University of Southern California 2010 — 2014
Bachelor of Science (BS), Economics/Mathematics
Lowell High School 2006 — 2010
BlackRock August 2014 - Present
Trust Company of the West June 2013 - May 2014
Capital Business Advisors January 2013 - June 2013
Braathe Enterprises June 2012 - November 2012
Office of Supervisor David Chiu June 2012 - August 2012
Asian Pacific Islander American Public Affairs June 2012 - August 2012
University of Southern California August 2011 - December 2011
Chinese Progressive Association June 2009 - August 2011
Skills
Research, Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Java Programming, SAP (In Progress), Cantonese, French, Marketing, Blogging, Training, Leadership, PowerPoint, Market Research, Public Speaking, Management, Social Media, Analysis, Microsoft Office, Financial Analysis, Data Analysis, Teamwork
Education
University of Southern California 2010 — 2014
Bachelor of Science (BS), Economics/Mathematics
Lowell High School 2006 — 2010
Pedro Urrutia Pedro Urrutia's Trust Company of the West Experience February 1998 - August 1999
Job Chief Financial Officer
Industry Investment Management
Experience
Clearlake Capital Group September 2010 - Present
Tennenbaum Capital Partners, LLC August 2000 - September 2010
First Quadrant August 1999 - August 2000
Trust Company of the West February 1998 - August 1999
Wells Fargo Bank August 1997 - February 1998
Wells Fargo August 1996 - August 1997
Education
University of California, Santa Barbara 1994 — 1996
BA, Business Economics
Clearlake Capital Group September 2010 - Present
Tennenbaum Capital Partners, LLC August 2000 - September 2010
First Quadrant August 1999 - August 2000
Trust Company of the West February 1998 - August 1999
Wells Fargo Bank August 1997 - February 1998
Wells Fargo August 1996 - August 1997
Education
University of California, Santa Barbara 1994 — 1996
BA, Business Economics
Jake Tracy Jake Tracy's Trust Company of the West Experience August 2013 - June 2015
Job Associate at CAIS Group
Industry Financial Services
Experience
CAIS Group June 2015 - Present
Trust Company of the West August 2013 - June 2015
Balboa Capital September 2012 - July 2013
Merrill Lynch 2011 - 2011
Skills
Microsoft Office, Finance, Portfolio Management, Cold Calling, Credit, Analysis, Salesforce.com, Loans
Education
University of Arizona, Eller College of Management 2008 — 2012
BSBA, Finance
CAIS Group June 2015 - Present
Trust Company of the West August 2013 - June 2015
Balboa Capital September 2012 - July 2013
Merrill Lynch 2011 - 2011
Skills
Microsoft Office, Finance, Portfolio Management, Cold Calling, Credit, Analysis, Salesforce.com, Loans
Education
University of Arizona, Eller College of Management 2008 — 2012
BSBA, Finance
Chris Perrella Chris Perrella's Trust Company of the West Experience June 2013 - July 2013
Job Associate at Triage Consulting Group
Industry Financial Services
Experience
Triage Consulting Group August 2014 - Present
Wells Fargo Securities July 2013 - August 2013
Trust Company of the West June 2013 - July 2013
Tropicana Gardens June 2012 - September 2012
Skills
Statistics, Economics, Microsoft Excel, Salesforce.com, Mutual Funds, Equities, System Administration, Finance, Financial Analysis, Healthcare Consulting, Data Analysis
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Science (BS), Applied Statistics
University of California, Santa Barbara 2010 — 2014
Bachelor's Degree, Economics
Triage Consulting Group August 2014 - Present
Wells Fargo Securities July 2013 - August 2013
Trust Company of the West June 2013 - July 2013
Tropicana Gardens June 2012 - September 2012
Skills
Statistics, Economics, Microsoft Excel, Salesforce.com, Mutual Funds, Equities, System Administration, Finance, Financial Analysis, Healthcare Consulting, Data Analysis
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Science (BS), Applied Statistics
University of California, Santa Barbara 2010 — 2014
Bachelor's Degree, Economics
Angela Kay Angela Kay's Trust Company of the West Experience June 2004 - July 2006
Job Managing Director at ICE Canyon LLC
Industry Financial Services
Experience
ICE Canyon LLC January 2014 - Present
ICE Canyon LLC January 2010 - Present
ICE Canyon LLC November 2006 - January 2010
Trust Company of the West June 2004 - July 2006
The White House May 2000 - January 2001
Skills
Capital Markets, Product Management, Private Equity, Emerging Markets, Financial Modeling, Valuation, Equities, Investment Banking, Alternative Investments, Asset Management, Fixed Income, Hedge Funds, Investments, Portfolio Management, Securities
Education
University of Pennsylvania 1998 — 2002
B.A, Political Science
University of California, Los Angeles 2003 — 2005
M.P.P, Economic and Public Policy
Brentwood School 1992 — 1998
High School
ICE Canyon LLC January 2014 - Present
ICE Canyon LLC January 2010 - Present
ICE Canyon LLC November 2006 - January 2010
Trust Company of the West June 2004 - July 2006
The White House May 2000 - January 2001
Skills
Capital Markets, Product Management, Private Equity, Emerging Markets, Financial Modeling, Valuation, Equities, Investment Banking, Alternative Investments, Asset Management, Fixed Income, Hedge Funds, Investments, Portfolio Management, Securities
Education
University of Pennsylvania 1998 — 2002
B.A, Political Science
University of California, Los Angeles 2003 — 2005
M.P.P, Economic and Public Policy
Brentwood School 1992 — 1998
High School
Shelly Nam Shelly Nam's Trust Company of the West Experience June 2012 - Present
Job Director, Compliance at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West June 2012 - Present
Skills
Quantitative Investing, Mutual Funds, Portfolio Management, Portfolio Optimization, Internet Services
Education
University of Southern California 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
Trust Company of the West June 2012 - Present
Skills
Quantitative Investing, Mutual Funds, Portfolio Management, Portfolio Optimization, Internet Services
Education
University of Southern California 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
Ka (Matt) Tam Ka (Matt) Tam's Trust Company of the West Experience June 2013 - November 2013
Job Law Student at University of California, Los Angeles
Industry Law Practice
Experience
Trust Company of the West June 2013 - November 2013
Superior Court of San Diego- Civil Business Office April 2011 - July 2011
U.S. District Attorney's Office- Felony Major Crimes January 2011 - March 2011
Superior Court of San Diego- Family Law Facilitator October 2009 - June 2010
Skills
Microsoft Word, Microsoft Excel
Education
UCLA School of Law 2012 — 2015
Doctor of Law (J.D.), Business Track Specialization
University of California, San Diego 2008 — 2012
Bachelor's degree, Political Science
Trust Company of the West June 2013 - November 2013
Superior Court of San Diego- Civil Business Office April 2011 - July 2011
U.S. District Attorney's Office- Felony Major Crimes January 2011 - March 2011
Superior Court of San Diego- Family Law Facilitator October 2009 - June 2010
Skills
Microsoft Word, Microsoft Excel
Education
UCLA School of Law 2012 — 2015
Doctor of Law (J.D.), Business Track Specialization
University of California, San Diego 2008 — 2012
Bachelor's degree, Political Science
Katie Woidneck Katie Woidneck's Trust Company of the West Experience June 2008 - February 2009
Job 5th Grade Teacher at Solana Beach School District
Industry Primary/Secondary Education
Experience
Solana Beach School District June 2014 - Present
Encinitas Union School District September 2013 - Present
Western Athletic Clubs, Inc. May 2011 - Present
Bob Gold & Associates September 2010 - May 2011
Tina Thomson Communications October 2009 - September 2010
Trust Company of the West June 2008 - February 2009
Skills
Marketing, Corporate Communications, Social Networking, Project Planning, Media Relations, Public Relations, Social Media, Event Planning, Blogging, Press Releases, Marketing Communications, Event Management, Public Speaking, Sports
Education
University of Southern California 2007 — 2010
BA, Public Relations, Minor in Marketing
University of San Diego 2006 — 2007
Solana Beach School District June 2014 - Present
Encinitas Union School District September 2013 - Present
Western Athletic Clubs, Inc. May 2011 - Present
Bob Gold & Associates September 2010 - May 2011
Tina Thomson Communications October 2009 - September 2010
Trust Company of the West June 2008 - February 2009
Skills
Marketing, Corporate Communications, Social Networking, Project Planning, Media Relations, Public Relations, Social Media, Event Planning, Blogging, Press Releases, Marketing Communications, Event Management, Public Speaking, Sports
Education
University of Southern California 2007 — 2010
BA, Public Relations, Minor in Marketing
University of San Diego 2006 — 2007
Shilen Patel Shilen Patel's Trust Company of the West Experience August 2013 - Present
Job Reconciliation Specialist at Trust Company of the West
Industry Financial Services
Experience
Trust Company of the West August 2013 - Present
SPIN Dance Company November 2013 - Present
Chhatrala Group February 2013 - August 2013
Hanmer MSL September 2012 - December 2012
Birla Sun Life Asset Management Company Limited (BSLAMCL) July 2011 - September 2011
Dunham & Associates April 2011 - April 2011
CC Alpha Group June 2010 - August 2010
Jawed Habib Hair & Beauty Limited June 2009 - September 2009
Skills
Entrepreneurship, Marketing Strategy, Strategic Planning, Identifying Client Needs, Market Analysis, Data Analysis, Idea Generation, Team Building, Project Analysis, Evaluations, Financial Analysis, Research, People Skills, Customer Service, Report Writing, Networking, Microsoft Office, Stata, Eviews, Bloomberg Terminal, Photoshop, Project Management, Economics, Business Analysis
Education
University of Nottingham 2009 — 2012
BSc, Economics and Econometrics
The International School Bangalore 2007 — 2009
Internatinal Baccalaureate Diploma, Economics, Business, Mathematics
St. Xavier's School, Ahmedabad 1996 — 2007
GSEB, Social Sciences, Sciences, Mathematics
Trust Company of the West August 2013 - Present
SPIN Dance Company November 2013 - Present
Chhatrala Group February 2013 - August 2013
Hanmer MSL September 2012 - December 2012
Birla Sun Life Asset Management Company Limited (BSLAMCL) July 2011 - September 2011
Dunham & Associates April 2011 - April 2011
CC Alpha Group June 2010 - August 2010
Jawed Habib Hair & Beauty Limited June 2009 - September 2009
Skills
Entrepreneurship, Marketing Strategy, Strategic Planning, Identifying Client Needs, Market Analysis, Data Analysis, Idea Generation, Team Building, Project Analysis, Evaluations, Financial Analysis, Research, People Skills, Customer Service, Report Writing, Networking, Microsoft Office, Stata, Eviews, Bloomberg Terminal, Photoshop, Project Management, Economics, Business Analysis
Education
University of Nottingham 2009 — 2012
BSc, Economics and Econometrics
The International School Bangalore 2007 — 2009
Internatinal Baccalaureate Diploma, Economics, Business, Mathematics
St. Xavier's School, Ahmedabad 1996 — 2007
GSEB, Social Sciences, Sciences, Mathematics
Peter Silberstein Peter Silberstein's Trust Company of the West Experience June 2009 - December 2009
Job Fixed Income Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2013 - Present
Morgan Stanley June 2010 - June 2013
Trust Company of the West June 2009 - December 2009
Skills
Bloomberg, Market Research, Valuation, Investments, Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Analytics, Sales, Financial Modeling, Fixed Income, Marketing, Trading, Capital Markets, Finance
Education
University of Southern California 2006 — 2010
B.S., Business Administration - International Business
Goldman Sachs July 2013 - Present
Morgan Stanley June 2010 - June 2013
Trust Company of the West June 2009 - December 2009
Skills
Bloomberg, Market Research, Valuation, Investments, Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Analytics, Sales, Financial Modeling, Fixed Income, Marketing, Trading, Capital Markets, Finance
Education
University of Southern California 2006 — 2010
B.S., Business Administration - International Business
Diana Ramos Diana Ramos's Trust Company of the West Experience September 2001 - December 2011
Job Manager, Financial Planning & Analysis at J BRAND
Industry Apparel & Fashion
Experience
J BRAND July 2014 - Present
Quiksilver January 2012 - April 2013
Trust Company of the West September 2001 - December 2011
Skills
Financial Modeling, Asset Management, Investment Strategies, Asset Allocation, Valuation, Mutual Funds, Equity Research, Corporate Finance, Financial Reporting, Business Strategy, Financial Analysis, Mergers & Acquisitions, Finance, Portfolio Management
Education
University of Southern California 1999 — 2003
Bachelor of Science (BS), Business Administration, Finance
J BRAND July 2014 - Present
Quiksilver January 2012 - April 2013
Trust Company of the West September 2001 - December 2011
Skills
Financial Modeling, Asset Management, Investment Strategies, Asset Allocation, Valuation, Mutual Funds, Equity Research, Corporate Finance, Financial Reporting, Business Strategy, Financial Analysis, Mergers & Acquisitions, Finance, Portfolio Management
Education
University of Southern California 1999 — 2003
Bachelor of Science (BS), Business Administration, Finance
Ronnie Ng's Trust Company of the West Experience October 2013 - Present
Job Vice President, Fixed Income TCW
Industry Investment Management
Experience
Trust Company of the West October 2013 - Present
UBS Investment Bank April 2006 - November 2012
Deutsche Bank May 2004 - March 2006
Houlihan Lokey March 2003 - April 2004
Arthur Andersen LLP July 2001 - May 2002
Skills
Investment Banking, Financial Modeling, Leveraged Finance, Equities, LBO, Capital Structure, M&A experience, Valuation, Corporate Finance, Business Valuation, Private Placements, Financial Analysis, High Yield Bonds, Private Equity, Mergers & Acquisitions, Asset Management, Fixed Income, Credit Analysis, DCF, Financial Structuring, Due Diligence
Education
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Finance
Arcadia High School 1994 — 1997
Trust Company of the West October 2013 - Present
UBS Investment Bank April 2006 - November 2012
Deutsche Bank May 2004 - March 2006
Houlihan Lokey March 2003 - April 2004
Arthur Andersen LLP July 2001 - May 2002
Skills
Investment Banking, Financial Modeling, Leveraged Finance, Equities, LBO, Capital Structure, M&A experience, Valuation, Corporate Finance, Business Valuation, Private Placements, Financial Analysis, High Yield Bonds, Private Equity, Mergers & Acquisitions, Asset Management, Fixed Income, Credit Analysis, DCF, Financial Structuring, Due Diligence
Education
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Finance
Arcadia High School 1994 — 1997
Kave Niksefat's Trust Company of the West Experience 2003 - 2004
Job Executive Director at Amgen
Industry Pharmaceuticals
Experience
Amgen 2015 - Present
IMS Health 2012 - 2015
Marina Consulting LLC 2008 - 2012
KPMG 2005 - 2008
International Rectifier 2004 - 2005
Trust Company of the West 2003 - 2004
Skills
Pharmaceutical Industry, Business Strategy, Pricing Strategy, Market Access, Managed Markets, Managed Care, Healthcare Reimbursement, Medicare/Medicaid..., Medicaid, Medicare, 340B, Medicaid Managed Care, Government Contract..., Regulatory Compliance, Financial Analysis, Financial Modeling, Forecasting, Pricing, Data Analysis, Program Management, Financial Reporting, Executive Reporting, Executive Management, Cross-functional Team..., Strategic Planning, Mergers, Management Consulting, Process Improvement, Business Planning, Federal Contracts, Prescription Drugs, Healthcare Consulting, Life Science Industry, Mergers & Acquisitions, Strategy, Management, Consulting, Leadership, Due Diligence, Analysis
Education
University of Southern California - Marshall School of Business 2004 — 2005
M.S., Accounting
University of Southern California 2001 — 2004
B.S., Public Policy
Amgen 2015 - Present
IMS Health 2012 - 2015
Marina Consulting LLC 2008 - 2012
KPMG 2005 - 2008
International Rectifier 2004 - 2005
Trust Company of the West 2003 - 2004
Skills
Pharmaceutical Industry, Business Strategy, Pricing Strategy, Market Access, Managed Markets, Managed Care, Healthcare Reimbursement, Medicare/Medicaid..., Medicaid, Medicare, 340B, Medicaid Managed Care, Government Contract..., Regulatory Compliance, Financial Analysis, Financial Modeling, Forecasting, Pricing, Data Analysis, Program Management, Financial Reporting, Executive Reporting, Executive Management, Cross-functional Team..., Strategic Planning, Mergers, Management Consulting, Process Improvement, Business Planning, Federal Contracts, Prescription Drugs, Healthcare Consulting, Life Science Industry, Mergers & Acquisitions, Strategy, Management, Consulting, Leadership, Due Diligence, Analysis
Education
University of Southern California - Marshall School of Business 2004 — 2005
M.S., Accounting
University of Southern California 2001 — 2004
B.S., Public Policy
Eric Bane Eric Bane's Trust Company of the West Experience December 2007 - June 2014
Job National Sales Associate at Sierra Investment Management
Industry Investment Management
Experience
Sierra Investment Management June 2014 - Present
Trust Company of the West December 2007 - June 2014
Brayton Purcell, LLC July 2006 - December 2007
Skills
Mutual Funds, Fixed Income, Asset Managment, Equities, Marketing, CRM, Business Development, Marketing Communications, Sales, Research, Social Media, Data Analysis, Asset Management, Alternative Investments, Series 63, Portfolio Management
Education
University of California, Santa Cruz 2002 — 2006
BA, Literature
Sierra Investment Management June 2014 - Present
Trust Company of the West December 2007 - June 2014
Brayton Purcell, LLC July 2006 - December 2007
Skills
Mutual Funds, Fixed Income, Asset Managment, Equities, Marketing, CRM, Business Development, Marketing Communications, Sales, Research, Social Media, Data Analysis, Asset Management, Alternative Investments, Series 63, Portfolio Management
Education
University of California, Santa Cruz 2002 — 2006
BA, Literature
Jiraindira Purushothaman Jiraindira Purushothaman's Trust Company of the West Experience January 2007 - December 2009
Job Business Manager at Bloomberg
Industry Financial Services
Experience
Bloomberg LP June 2013 - Present
Bloomberg January 2011 - June 2013
DoubleLine Capital January 2010 - November 2010
Trust Company of the West January 2007 - December 2009
Skills
Microsoft Excel, VBA, Microsoft Access, Bloomberg Terminal, Intex, Yield Book, MBS, Project Management, Customer Service, Leadership, Microsoft Word, Structured Products, Fixed Income, Risk Management
Education
University of Southern California 2003 — 2006
BS, Computer Science
University of Southern California 2003 — 2006
BS, Business Administration (Finance)
SM Ibrahim
Bloomberg LP June 2013 - Present
Bloomberg January 2011 - June 2013
DoubleLine Capital January 2010 - November 2010
Trust Company of the West January 2007 - December 2009
Skills
Microsoft Excel, VBA, Microsoft Access, Bloomberg Terminal, Intex, Yield Book, MBS, Project Management, Customer Service, Leadership, Microsoft Word, Structured Products, Fixed Income, Risk Management
Education
University of Southern California 2003 — 2006
BS, Computer Science
University of Southern California 2003 — 2006
BS, Business Administration (Finance)
SM Ibrahim
Andre Mancl's Trust Company of the West Experience June 2005 - September 2005
Job Director, Technology Investment Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2006 - Present
United States Navy December 1997 - July 2006
Trust Company of the West June 2005 - September 2005
Skills
Mergers, Investment Banking, Equities, Navy, Financial Analysis, Valuation, Financial Modeling, Strategic Planning, Finance, Leadership, Venture Capital, Entrepreneurship, Mergers & Acquisitions, Private Equity, Business Development, E-commerce, Due Diligence, Capital Markets, Investments, Business Strategy, Corporate Finance, LBO, Equity Research, Start-ups, Corporate Development, Leveraged Finance, Private Placements, IPO
Education
University of California, Los Angeles 2003 — 2006
M.B.A., Finance & Entreprenuership
University of Southern California 1993 — 1997
B.S., Industrial & Systems Engineering
RBC Capital Markets July 2006 - Present
United States Navy December 1997 - July 2006
Trust Company of the West June 2005 - September 2005
Skills
Mergers, Investment Banking, Equities, Navy, Financial Analysis, Valuation, Financial Modeling, Strategic Planning, Finance, Leadership, Venture Capital, Entrepreneurship, Mergers & Acquisitions, Private Equity, Business Development, E-commerce, Due Diligence, Capital Markets, Investments, Business Strategy, Corporate Finance, LBO, Equity Research, Start-ups, Corporate Development, Leveraged Finance, Private Placements, IPO
Education
University of California, Los Angeles 2003 — 2006
M.B.A., Finance & Entreprenuership
University of Southern California 1993 — 1997
B.S., Industrial & Systems Engineering
Derek Burkhard Derek Burkhard's Trust Company of the West Experience February 2015 - Present
Job
Industry Investment Management
Experience
Trust Company of the West February 2015 - Present
Skills
Equity Research, Excel, Financial Analysis, Valuation, Research, Equities, Financial Modeling, Outlook, PowerPoint, Word, Microsoft Office, Finance, Investments, Mutual Funds, Portfolio Management
Education
University of Southern California - Marshall School of Business 2011 — 2013
Master of Business Administration
University of California, San Diego 2005 — 2009
Bachelors
Trust Company of the West February 2015 - Present
Skills
Equity Research, Excel, Financial Analysis, Valuation, Research, Equities, Financial Modeling, Outlook, PowerPoint, Word, Microsoft Office, Finance, Investments, Mutual Funds, Portfolio Management
Education
University of Southern California - Marshall School of Business 2011 — 2013
Master of Business Administration
University of California, San Diego 2005 — 2009
Bachelors
Nini Jiang Wu Nini Jiang Wu's Trust Company of the West Experience June 2010 - July 2010
Job Manager at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting November 2014 - Present
Deloitte Consulting August 2013 - November 2014
Deloitte Consulting June 2011 - July 2013
Trust Company of the West June 2010 - July 2010
Deloitte Consulting August 2005 - September 2009
Boeing Satellite Systems December 2004 - June 2005
Sony Pictures Entertainment 2004 - 2005
Skills
Strategy, Business Strategy, Mergers & Acquisitions, Supply Chain, Sourcing, Project Management, Program Management, Business Planning, Business Process..., Financial Analysis, Competitive Analysis, Strategic Planning, Business Development, Business Process
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Strategy & General Management
University of California, Los Angeles 2001 — 2005
BA, magna cum laude, Business-Economics, Accounting
Deloitte Consulting November 2014 - Present
Deloitte Consulting August 2013 - November 2014
Deloitte Consulting June 2011 - July 2013
Trust Company of the West June 2010 - July 2010
Deloitte Consulting August 2005 - September 2009
Boeing Satellite Systems December 2004 - June 2005
Sony Pictures Entertainment 2004 - 2005
Skills
Strategy, Business Strategy, Mergers & Acquisitions, Supply Chain, Sourcing, Project Management, Program Management, Business Planning, Business Process..., Financial Analysis, Competitive Analysis, Strategic Planning, Business Development, Business Process
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Strategy & General Management
University of California, Los Angeles 2001 — 2005
BA, magna cum laude, Business-Economics, Accounting
Erin Uhlenkamp's Trust Company of the West Experience January 2001 - November 2004
Job Communications Consultant
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
Fidelity Investments May 2012 - March 2015
J.P. Morgan Retirement Plan Services November 2010 - October 2012
Fidelity Investments 2006 - December 2010
LPL Financial Services 2005 - 2006
Schwab Institutional 2004 - 2005
Trust Company of the West January 2001 - November 2004
Trust Company of the West (TCW) 2000 - 2003
Skills
Series 6, Marketing, Sales, Account Management, Strategic Communications, Business Planning, Proposal Writing, Mutual Funds, Series 7, Series 63, Retirement, Financial Services, Investments, Relationship Management, Asset Managment, 401k, Retirement Planning
Education
UCI 2009 — 2009
Certificate in Financial Planning
University of Southern California 1996 — 2000
BS
TIAA-CREF March 2015 - Present
Fidelity Investments May 2012 - March 2015
J.P. Morgan Retirement Plan Services November 2010 - October 2012
Fidelity Investments 2006 - December 2010
LPL Financial Services 2005 - 2006
Schwab Institutional 2004 - 2005
Trust Company of the West January 2001 - November 2004
Trust Company of the West (TCW) 2000 - 2003
Skills
Series 6, Marketing, Sales, Account Management, Strategic Communications, Business Planning, Proposal Writing, Mutual Funds, Series 7, Series 63, Retirement, Financial Services, Investments, Relationship Management, Asset Managment, 401k, Retirement Planning
Education
UCI 2009 — 2009
Certificate in Financial Planning
University of Southern California 1996 — 2000
BS
Courtney Dean's Trust Company of the West Experience January 2006 - May 2006
Job Manager, Managed Care and Payor Relations at Vantage Oncology
Industry Hospital & Health Care
Experience
Vantage Oncology November 2014 - Present
UCLA Anderson School of Management 2011 - June 2013
Amgen June 2012 - August 2012
Triage Consulting Group August 2007 - June 2011
Trust Company of the West January 2006 - May 2006
UBS 2005 - 2005
Skills
Financial Analysis, Data Analysis, Business Strategy, Project Management, Strategic Planning, Microsoft Excel, Quantitative Analytics, PowerPoint, Process Improvement, Healthcare, Operations Management, Competitive Analysis, Financial Modeling, Management Consulting, Market Research
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Healthcare Management
University of Southern California - Marshall School of Business 2004 — 2007
BS, Corporate Finance
Vantage Oncology November 2014 - Present
UCLA Anderson School of Management 2011 - June 2013
Amgen June 2012 - August 2012
Triage Consulting Group August 2007 - June 2011
Trust Company of the West January 2006 - May 2006
UBS 2005 - 2005
Skills
Financial Analysis, Data Analysis, Business Strategy, Project Management, Strategic Planning, Microsoft Excel, Quantitative Analytics, PowerPoint, Process Improvement, Healthcare, Operations Management, Competitive Analysis, Financial Modeling, Management Consulting, Market Research
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Healthcare Management
University of Southern California - Marshall School of Business 2004 — 2007
BS, Corporate Finance
Robert Baron Robert Baron's Trust Company of the West Experience April 2007 - December 2008
Job Managing Director at JPMorgan
Industry Investment Management
Experience
JPMorgan April 2009 - Present
Trust Company of the West April 2007 - December 2008
Citigroup August 1993 - February 2007
CB Richard Ellis 1989 - 1991
Skills
Corporate Finance, Derivatives, Alternative Investments, Fixed Income, Hedge Funds, Capital Markets, Bonds, Asset Management, Portfolio Management, Investments, Investment Strategies, Series 7, Structured Products, Financial Analysis, Credit Analysis, Wealth Management, Trading, Asset Allocation, Series 63, Structured Finance, Equities, Private Equity, Finance, Commodity, Credit, Institutional...
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of California, Berkeley 1984 — 1988
BS, Business Administration
JPMorgan April 2009 - Present
Trust Company of the West April 2007 - December 2008
Citigroup August 1993 - February 2007
CB Richard Ellis 1989 - 1991
Skills
Corporate Finance, Derivatives, Alternative Investments, Fixed Income, Hedge Funds, Capital Markets, Bonds, Asset Management, Portfolio Management, Investments, Investment Strategies, Series 7, Structured Products, Financial Analysis, Credit Analysis, Wealth Management, Trading, Asset Allocation, Series 63, Structured Finance, Equities, Private Equity, Finance, Commodity, Credit, Institutional...
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of California, Berkeley 1984 — 1988
BS, Business Administration
Adam Coppersmith,CFA Adam Coppersmith,CFA's Trust Company of the West Experience 1994 - Present
Job Sr Vice President at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West 1994 - Present
Trust Company of the West 1994 - Present
Patterson Capital 1997 - 1998
Skills
Buy-side, Alternative Investments, Asset Managment, Investment Strategies, Fixed Income, Mutual Funds, Separately Managed..., Equities, Portfolio Management, Investments, Investment Management, GIPS Compliance, performance att, Fixed Income Strategies, Morningstar Direct, Capital Markets, Asset Management, Equity Research, Private Equity, Asset Allocation, Series 63, Bonds, Fund Of Funds, ETFs, Institutional..., Bloomberg, Investment Advisory, Securities, High Yield, Emerging Markets, Equity Valuation, Structured Products, Bloomberg Terminal, Equity Trading, FINRA, Derivatives, MBS, Valuation, Institutional, Value Investing
Education
University of California, Los Angeles
BA, Political Science
Trust Company of the West 1994 - Present
Trust Company of the West 1994 - Present
Patterson Capital 1997 - 1998
Skills
Buy-side, Alternative Investments, Asset Managment, Investment Strategies, Fixed Income, Mutual Funds, Separately Managed..., Equities, Portfolio Management, Investments, Investment Management, GIPS Compliance, performance att, Fixed Income Strategies, Morningstar Direct, Capital Markets, Asset Management, Equity Research, Private Equity, Asset Allocation, Series 63, Bonds, Fund Of Funds, ETFs, Institutional..., Bloomberg, Investment Advisory, Securities, High Yield, Emerging Markets, Equity Valuation, Structured Products, Bloomberg Terminal, Equity Trading, FINRA, Derivatives, MBS, Valuation, Institutional, Value Investing
Education
University of California, Los Angeles
BA, Political Science
Jessica Roberts, CFA, CIPM Jessica Roberts, CFA, CIPM's Trust Company of the West Experience August 2011 - September 2012
Job Assistant Vice President at Trust Company of the West
Industry Financial Services
Experience
Trust Company of the West August 2011 - September 2012
StatPro June 2008 - July 2011
Skills
Performance Measurement, Performance Attribution, Equities, Fixed Income, Investment Management
Education
University of Puget Sound 2003 — 2007
BS, Mathematics, Business
Trust Company of the West August 2011 - September 2012
StatPro June 2008 - July 2011
Skills
Performance Measurement, Performance Attribution, Equities, Fixed Income, Investment Management
Education
University of Puget Sound 2003 — 2007
BS, Mathematics, Business
Cesar Evangelista Cesar Evangelista's Trust Company of the West Experience March 2007 - April 2011
Job Project Manager / Sr Business Analyst at Farmers Insurance
Industry Information Technology and Services
Experience
Farmers Insurance May 2011 - Present
Trust Company of the West March 2007 - April 2011
Warner Music Group March 2006 - March 2007
AMC Mortgage, LLC April 2005 - March 2006
Countrywide Insurance Group November 2002 - April 2005
Transamerica May 1999 - November 2002
Sony Pictures Entertainment May 1998 - May 1999
Jefferies Group & Company Inc March 1986 - May 1998
Education
University of California, Los Angeles
University of Santo Tomas
B..S, Electronics & Computer Engineering, (BSECE)
Farmers Insurance May 2011 - Present
Trust Company of the West March 2007 - April 2011
Warner Music Group March 2006 - March 2007
AMC Mortgage, LLC April 2005 - March 2006
Countrywide Insurance Group November 2002 - April 2005
Transamerica May 1999 - November 2002
Sony Pictures Entertainment May 1998 - May 1999
Jefferies Group & Company Inc March 1986 - May 1998
Education
University of California, Los Angeles
University of Santo Tomas
B..S, Electronics & Computer Engineering, (BSECE)
David Epstein, CFA David Epstein, CFA's Trust Company of the West Experience June 2011 - September 2011
Job Assistant Vice President at The TCW Group
Industry Financial Services
Experience
The TCW Group March 2014 - Present
First Republic Investment Management January 2014 - February 2014
First Republic Investment Management August 2012 - January 2014
UCLA Anderson School of Management September 2010 - August 2012
Trust Company of the West June 2011 - September 2011
Wedbush Securities January 2010 - September 2010
Wedbush Securities July 2007 - December 2009
William O'Neil + Co. Inc. June 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Financial Markets, Chartered Financial..., Series 7, Equity Research, Capital IQ, Bloomberg, FactSet, CFA, Equities, Equity Valuation, Asset Management, Capital Markets, Hedge Funds, Corporate Finance, Investments, Portfolio Management, Valuation
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance
University of Redlands 2003 — 2006
Bachelor of Science, Business Administration and Accounting
The TCW Group March 2014 - Present
First Republic Investment Management January 2014 - February 2014
First Republic Investment Management August 2012 - January 2014
UCLA Anderson School of Management September 2010 - August 2012
Trust Company of the West June 2011 - September 2011
Wedbush Securities January 2010 - September 2010
Wedbush Securities July 2007 - December 2009
William O'Neil + Co. Inc. June 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Financial Markets, Chartered Financial..., Series 7, Equity Research, Capital IQ, Bloomberg, FactSet, CFA, Equities, Equity Valuation, Asset Management, Capital Markets, Hedge Funds, Corporate Finance, Investments, Portfolio Management, Valuation
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance
University of Redlands 2003 — 2006
Bachelor of Science, Business Administration and Accounting
Monica Erickson, CFA Monica Erickson, CFA's Trust Company of the West Experience 2007 - 2009
Job Porfolio Management and Credit Research at DoubleLine LLC
Industry Financial Services
Experience
DoubleLine LLC December 2009 - Present
Trust Company of the West 2007 - 2009
Froley Revy Investment Co. May 1992 - February 2007
Education
University of Southern California 1990 — 1993
BS, Buisness/Finance
DoubleLine LLC December 2009 - Present
Trust Company of the West 2007 - 2009
Froley Revy Investment Co. May 1992 - February 2007
Education
University of Southern California 1990 — 1993
BS, Buisness/Finance
Adam Bosse Adam Bosse's Trust Company of the West Experience June 2012 - August 2012
Job Coordinator at BPG Advertising
Industry Marketing and Advertising
Experience
bpg advertising July 2015 - Present
Linx Social Media August 2014 - December 2014
River Birch Capital June 2013 - August 2013
Trust Company of the West June 2012 - August 2012
Beverly Hills City Council Election Campaign September 2010 - March 2011
Broidy Wealth Advisors, LLC June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Sports, Social Media, Leadership, Bloomberg, Technology, Investments, Financial Analysis, Bloomberg Terminal
Education
University of Michigan 2010 — 2014
Bachelor's degree, Economics
Beverly Hills High School 2006 — 2010
bpg advertising July 2015 - Present
Linx Social Media August 2014 - December 2014
River Birch Capital June 2013 - August 2013
Trust Company of the West June 2012 - August 2012
Beverly Hills City Council Election Campaign September 2010 - March 2011
Broidy Wealth Advisors, LLC June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Sports, Social Media, Leadership, Bloomberg, Technology, Investments, Financial Analysis, Bloomberg Terminal
Education
University of Michigan 2010 — 2014
Bachelor's degree, Economics
Beverly Hills High School 2006 — 2010
William VanHerwarde William VanHerwarde's Trust Company of the West Experience 1999 - 2006
Job Senior Vice President at The TCW Group
Industry Investment Management
Experience
The TCW Group 2015 - Present
Babson Capital Management 2012 - 2015
Cardinal Hill Energy 2008 - 2012
Trust Company of the West 1999 - 2006
PSEG Global 1996 - 1999
Skills
Structured Finance, Private Equity, Equities, Valuation, Financial Modeling, Asset Managment, Due Diligence, Mergers, Capital Markets, Investments, Alternative Investments, Hedge Funds, Corporate Finance, Fixed Income, Portfolio Management, Private Placements, Securitization, Finance, Project Finance, Project Management, Financial Structuring, Investment Banking, Power Project..., Corporate Development, Emerging Markets, Syndications, Renewable Energy, Mergers & Acquisitions, Cleantech, Energy, Solar Energy, Entrepreneurship, Leveraged Finance, Funding, Business Valuation, Biomass, Mezzanine, Venture Capital, Investor Relations, Investment Management, LBO, Structured Products, Wind, Derivatives, Restructuring, Commodity, Hedging, High Yield, Bonds, Investment Strategies
Education
State University of New York at Albany
Master of Business Administration (MBA), Finance
Worcester Polytechnic Institute
Bachelor of Science (BS), Mechanical Engineering
Xavier High School
College Prep High School
The TCW Group 2015 - Present
Babson Capital Management 2012 - 2015
Cardinal Hill Energy 2008 - 2012
Trust Company of the West 1999 - 2006
PSEG Global 1996 - 1999
Skills
Structured Finance, Private Equity, Equities, Valuation, Financial Modeling, Asset Managment, Due Diligence, Mergers, Capital Markets, Investments, Alternative Investments, Hedge Funds, Corporate Finance, Fixed Income, Portfolio Management, Private Placements, Securitization, Finance, Project Finance, Project Management, Financial Structuring, Investment Banking, Power Project..., Corporate Development, Emerging Markets, Syndications, Renewable Energy, Mergers & Acquisitions, Cleantech, Energy, Solar Energy, Entrepreneurship, Leveraged Finance, Funding, Business Valuation, Biomass, Mezzanine, Venture Capital, Investor Relations, Investment Management, LBO, Structured Products, Wind, Derivatives, Restructuring, Commodity, Hedging, High Yield, Bonds, Investment Strategies
Education
State University of New York at Albany
Master of Business Administration (MBA), Finance
Worcester Polytechnic Institute
Bachelor of Science (BS), Mechanical Engineering
Xavier High School
College Prep High School
Richard H Kim Richard H Kim's Trust Company of the West Experience October 1994 - Present
Job Senior Vice President Sales and Marketing Director at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West October 1994 - Present
Price Waterhouse Management Consultants March 1992 - July 1994
Skills
Mutual Funds, Equities, Hedge Funds, Asset Managment, Alternative Investments, Portfolio Management, Fixed Income, Investment Strategies, Asset Allocation, Asset Management, Bloomberg, Securities, Series 63, Capital Markets, Investment Management, Separately Managed..., Series 7, Investment Advisory, Investments, Bonds, Emerging Markets, Institutional..., Trading, Financial Markets, Series 24, Fund Of Funds, Relationship Management, Investment Banking, FINRA, Private Equity, Financial Services, ETFs, Derivatives, Financial Modeling, Valuation, Structured Finance, Equity Research, Wealth Management, Equity Trading, Due Diligence, Structured Products, High Yield, Private Banking, Institutional, Financial Structuring, Corporate Development, Series 65, Retirement, Client Services, MBS
Education
University of California, Los Angeles - The Anderson School of Management 1900 — 1900
Trust Company of the West October 1994 - Present
Price Waterhouse Management Consultants March 1992 - July 1994
Skills
Mutual Funds, Equities, Hedge Funds, Asset Managment, Alternative Investments, Portfolio Management, Fixed Income, Investment Strategies, Asset Allocation, Asset Management, Bloomberg, Securities, Series 63, Capital Markets, Investment Management, Separately Managed..., Series 7, Investment Advisory, Investments, Bonds, Emerging Markets, Institutional..., Trading, Financial Markets, Series 24, Fund Of Funds, Relationship Management, Investment Banking, FINRA, Private Equity, Financial Services, ETFs, Derivatives, Financial Modeling, Valuation, Structured Finance, Equity Research, Wealth Management, Equity Trading, Due Diligence, Structured Products, High Yield, Private Banking, Institutional, Financial Structuring, Corporate Development, Series 65, Retirement, Client Services, MBS
Education
University of California, Los Angeles - The Anderson School of Management 1900 — 1900
Bob Smentkowski Bob Smentkowski's Trust Company of the West Experience 1996 - 1999
Job Financial Manager
Industry Investment Management
Experience
Zone Analytics January 2013 - Present
Various 2008 - 2012
Bank of America Merrill Lynch 2007 - 2008
Concord Investment Counsel 2004 - 2007
Metropolitan West Asset Management 2001 - 2004
Trust Company of the West 1996 - 1999
Foresight Capital Management 1991 - 1996
Security Pacific Bank 1985 - 1991
Skills
Forecasting Models, Fixed Income, Portfolio Management, FX, Asset Allocation, Swaps, Structured Products, Emerging Markets, CDO, Investments, ABS, MBS, Hedging, Trading, CMBS, Derivatives, Financial Modeling, Options, Securitization, Credit Risk, Intex Desktop, Bonds, Financial Analysis, Investment Management, Performance Measurement, Total Return Swaps, Interest Rate Risk..., Credit Derivatives, Sovereign Debt, Leadership, Financial Product..., Arbitrage, Financial Services, Valuation, Investment Banking, Investment Strategies, FX Options
Education
United States Military Academy at West Point
BS, General Engineering
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance & Accounting
Zone Analytics January 2013 - Present
Various 2008 - 2012
Bank of America Merrill Lynch 2007 - 2008
Concord Investment Counsel 2004 - 2007
Metropolitan West Asset Management 2001 - 2004
Trust Company of the West 1996 - 1999
Foresight Capital Management 1991 - 1996
Security Pacific Bank 1985 - 1991
Skills
Forecasting Models, Fixed Income, Portfolio Management, FX, Asset Allocation, Swaps, Structured Products, Emerging Markets, CDO, Investments, ABS, MBS, Hedging, Trading, CMBS, Derivatives, Financial Modeling, Options, Securitization, Credit Risk, Intex Desktop, Bonds, Financial Analysis, Investment Management, Performance Measurement, Total Return Swaps, Interest Rate Risk..., Credit Derivatives, Sovereign Debt, Leadership, Financial Product..., Arbitrage, Financial Services, Valuation, Investment Banking, Investment Strategies, FX Options
Education
United States Military Academy at West Point
BS, General Engineering
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance & Accounting
Emma Browne Emma Browne's Trust Company of the West Experience November 2007 - February 2008
Job Photographer at Emma Browne Photography
Industry Photography
Experience
Emma Browne Photography December 2013 - Present
Fusion Consulting International Ltd September 2010 - November 2011
Shanghai University of Finance & Economics September 2009 - June 2010
Retail Co, Inc. May 2008 - August 2008
Trust Company of the West November 2007 - February 2008
ECHELON Partners June 2007 - August 2007
Education
University of Southern California 2005 — 2009
BA, Philosophy
University of Southern California - Marshall School of Business 2005 — 2009
BS, Business - Global Management
Emma Browne Photography December 2013 - Present
Fusion Consulting International Ltd September 2010 - November 2011
Shanghai University of Finance & Economics September 2009 - June 2010
Retail Co, Inc. May 2008 - August 2008
Trust Company of the West November 2007 - February 2008
ECHELON Partners June 2007 - August 2007
Education
University of Southern California 2005 — 2009
BA, Philosophy
University of Southern California - Marshall School of Business 2005 — 2009
BS, Business - Global Management
Shant Thomasian, CFA Shant Thomasian, CFA's Trust Company of the West Experience June 2010 - Present
Job Emerging Markets Credit Analyst
Industry Investment Management
Experience
Trust Company of the West June 2010 - Present
JP Morgan September 2008 - July 2009
Lehman Brothers March 2005 - September 2008
Skills
Fixed Income, Financial Modeling, Investments, Valuation, Equities, Cash Management, Hedge Funds, Alternative Investments, Asset Management, Bloomberg, Investment Management, Emerging Markets
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Finance
University of California, San Diego
BS, Management Science
Trust Company of the West June 2010 - Present
JP Morgan September 2008 - July 2009
Lehman Brothers March 2005 - September 2008
Skills
Fixed Income, Financial Modeling, Investments, Valuation, Equities, Cash Management, Hedge Funds, Alternative Investments, Asset Management, Bloomberg, Investment Management, Emerging Markets
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Finance
University of California, San Diego
BS, Management Science
Marcia L. Mohler's Trust Company of the West Experience 2014 - 2015
Job Regional Sales Consultant at Beaumont Capital Management (BCM)
Industry Investment Management
Experience
Beaumont Capital Management (BCM) September 2014 - Present
Trust Company of the West 2014 - 2015
Tocqueville Asset Management February 2012 - September 2013
Bradford & Marzec, LLC June 2009 - October 2010
Evergreen Investments May 2006 - July 2007
GE/Genworth Financial November 2003 - June 2005
AllianceBernstein September 1999 - August 2003
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Series 7, Investment Advisory, Investments, Hedge Funds, Fixed Income, Investment Strategies, Separately Managed..., Asset Managment, ETFs, Wealth Management, Series 63, Series 65, Dual Contract, National Accounts, Selling Agreement, Fusion Presentation...
Education
University of Phoenix
BSBA, Finance
University of Pennsylvania - The Wharton School
CIMA candidate - currently studying
University of Southern California
Beaumont Capital Management (BCM) September 2014 - Present
Trust Company of the West 2014 - 2015
Tocqueville Asset Management February 2012 - September 2013
Bradford & Marzec, LLC June 2009 - October 2010
Evergreen Investments May 2006 - July 2007
GE/Genworth Financial November 2003 - June 2005
AllianceBernstein September 1999 - August 2003
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Series 7, Investment Advisory, Investments, Hedge Funds, Fixed Income, Investment Strategies, Separately Managed..., Asset Managment, ETFs, Wealth Management, Series 63, Series 65, Dual Contract, National Accounts, Selling Agreement, Fusion Presentation...
Education
University of Phoenix
BSBA, Finance
University of Pennsylvania - The Wharton School
CIMA candidate - currently studying
University of Southern California
David Roff David Roff's Trust Company of the West Experience 1994 - 2000
Job IT Infrastructure Architect
Industry Financial Services
Experience
Bank of America August 2005 - Present
UCLA Medical Center 2002 - 2005
E-Acumen 2000 - 2002
Trust Company of the West 1994 - 2000
Avanced Bionics 1992 - 1994
A.E. Mann Foundation 1988 - 1991
Skills
Virtualization, VMware ESX, x86 Server Hardware, Linux, Windows, Unix, Solaris, HP-UX, DB2, Sybase, SQL Server, Oracle 11g R2, T-SQL, Java Enterprise Edition, Powershell, Bash, Csh, Ksh, WebSphere Application..., Checkpoint, SAN, NAS, Cloud Computing, Servers, VMware
Education
University of California, Los Angeles 1988 — 1991
Integrated Circuits and Systems
University of California, Los Angeles 1983 — 1988
BS, Electrical Engineering
Bank of America August 2005 - Present
UCLA Medical Center 2002 - 2005
E-Acumen 2000 - 2002
Trust Company of the West 1994 - 2000
Avanced Bionics 1992 - 1994
A.E. Mann Foundation 1988 - 1991
Skills
Virtualization, VMware ESX, x86 Server Hardware, Linux, Windows, Unix, Solaris, HP-UX, DB2, Sybase, SQL Server, Oracle 11g R2, T-SQL, Java Enterprise Edition, Powershell, Bash, Csh, Ksh, WebSphere Application..., Checkpoint, SAN, NAS, Cloud Computing, Servers, VMware
Education
University of California, Los Angeles 1988 — 1991
Integrated Circuits and Systems
University of California, Los Angeles 1983 — 1988
BS, Electrical Engineering
Victoria Choi Victoria Choi's Trust Company of the West Experience June 2009 - August 2009
Job Institutional Sales BlackRock
Industry Investment Management
Experience
BlackRock December 2014 - Present
Dimensional Fund Advisors September 2013 - November 2014
Dimensional Fund Advisors March 2011 - September 2013
Western Asset Management October 2009 - March 2011
Trust Company of the West June 2009 - August 2009
Canterbury Consulting November 2007 - March 2009
Education
University of California, Irvine 2006 — 2009
Bachelor’s Degree, Economics, Management
BlackRock December 2014 - Present
Dimensional Fund Advisors September 2013 - November 2014
Dimensional Fund Advisors March 2011 - September 2013
Western Asset Management October 2009 - March 2011
Trust Company of the West June 2009 - August 2009
Canterbury Consulting November 2007 - March 2009
Education
University of California, Irvine 2006 — 2009
Bachelor’s Degree, Economics, Management
Scott Steele, CIMA Scott Steele, CIMA's Trust Company of the West Experience June 2000 - June 2006
Job Divisional Director, Vice President at Calamos Investments
Industry Financial Services
Experience
Calamos Investments March 2012 - Present
Calamos Investments June 2006 - Present
Trust Company of the West June 2000 - June 2006
Alex. Brown & Sons June 1996 - June 2000
T. Rowe Price May 1990 - June 1996
Skills
Mutual Funds, Investments, Series 7, Equities, Asset Managment, Fixed Income, Series 63, Alternative Investments, Portfolio Management, Hedge Funds, Securities, Asset Allocation, Wealth Management, Financial Services, Financial Analysis, Separately Managed..., Financial Advisory, Investment Strategies, Investment Management, Series 24, Relationship Management
Education
University of Maryland Baltimore County 1985 — 1989
Bachelor of Arts (BA), Economics/finance
Severna Park High School 1983 — 1985
HS Diploma
Calamos Investments March 2012 - Present
Calamos Investments June 2006 - Present
Trust Company of the West June 2000 - June 2006
Alex. Brown & Sons June 1996 - June 2000
T. Rowe Price May 1990 - June 1996
Skills
Mutual Funds, Investments, Series 7, Equities, Asset Managment, Fixed Income, Series 63, Alternative Investments, Portfolio Management, Hedge Funds, Securities, Asset Allocation, Wealth Management, Financial Services, Financial Analysis, Separately Managed..., Financial Advisory, Investment Strategies, Investment Management, Series 24, Relationship Management
Education
University of Maryland Baltimore County 1985 — 1989
Bachelor of Arts (BA), Economics/finance
Severna Park High School 1983 — 1985
HS Diploma
Marie Thomasson Marie Thomasson's Trust Company of the West Experience May 2005 - September 2005
Job Senior Corporate Risk Analyst at Praedicat, Inc.
Industry Insurance
Experience
Praedicat, Inc. 2014 - Present
Investment For The People 2013 - Present
TCW/MetWest 2010 - 2013
Trust Company of the West/(Jeffrey Gundlach of DoubleLine Capital) 2005 - 2010
Trust Company of the West May 2005 - September 2005
UC Berkeley April 2000 - September 2001
Boeing Employees' Credit Union December 1997 - September 1999
Skills
Fixed Income, Portfolio Management, Asset Management, MBS, Investments, Data Visualization, investment writing, Asset Managment, Valuation, Risk Management, Capital Markets, Asset Allocation, Investment Management, Hedge Funds, Strategy, Equities, Alternative Investments, Structured Products, Bloomberg, Finance
Education
University of California, Los Angeles 2001 — 2005
BS, Applied Mathematics
University of California, Los Angeles 2001 — 2005
Bachelor of Science (B.Sc.), Applied Mathematics
Praedicat, Inc. 2014 - Present
Investment For The People 2013 - Present
TCW/MetWest 2010 - 2013
Trust Company of the West/(Jeffrey Gundlach of DoubleLine Capital) 2005 - 2010
Trust Company of the West May 2005 - September 2005
UC Berkeley April 2000 - September 2001
Boeing Employees' Credit Union December 1997 - September 1999
Skills
Fixed Income, Portfolio Management, Asset Management, MBS, Investments, Data Visualization, investment writing, Asset Managment, Valuation, Risk Management, Capital Markets, Asset Allocation, Investment Management, Hedge Funds, Strategy, Equities, Alternative Investments, Structured Products, Bloomberg, Finance
Education
University of California, Los Angeles 2001 — 2005
BS, Applied Mathematics
University of California, Los Angeles 2001 — 2005
Bachelor of Science (B.Sc.), Applied Mathematics
Peter Wolfert Peter Wolfert's Trust Company of the West Experience January 1992 - November 1995
Job Chief Technology Officer at ValueClick
Industry Internet
Experience
Conversant, Inc. June 2000 - Present
Mellon Capital Management October 1998 - June 2000
GT Global November 1995 - October 1998
Trust Company of the West January 1992 - November 1995
Rockwell International July 1988 - January 1992
Skills
Ad Serving, Affiliate Marketing, Mobile Advertising, Web Analytics, Hadoop, Display Advertising, Analytics, Digital Marketing, E-commerce, Online Advertising, SEM
Education
University of California, Irvine - The Paul Merage School of Business 1986 — 1988
MBA, Management Information Systems
University of California, Davis 1982 — 1986
BS, Finance
Woodside High School 1978 — 1982
High School Degree
Conversant, Inc. June 2000 - Present
Mellon Capital Management October 1998 - June 2000
GT Global November 1995 - October 1998
Trust Company of the West January 1992 - November 1995
Rockwell International July 1988 - January 1992
Skills
Ad Serving, Affiliate Marketing, Mobile Advertising, Web Analytics, Hadoop, Display Advertising, Analytics, Digital Marketing, E-commerce, Online Advertising, SEM
Education
University of California, Irvine - The Paul Merage School of Business 1986 — 1988
MBA, Management Information Systems
University of California, Davis 1982 — 1986
BS, Finance
Woodside High School 1978 — 1982
High School Degree
Alexa Contreras's Trust Company of the West Experience 2006 - 2009
Job Director of Operations at Project Production Institute
Industry Oil & Energy
Experience
Project Production Institute 2015 - Present
A.C.E Events 2011 - Present
Petrofenec Oil May 2009 - July 2011
Trust Company of the West 2006 - 2009
McCall Staffing 2003 - 2006
Skills
Management, Social Media Marketing, Personality Assessment, Psychological Assessment, Change Management, Building Strong..., Social Media, Event Management, New Business Development, Business Planning, Leadership Development, Thrive in..., Operations Management, Career Assessment, Social Networking, Event Planning, Travel Management, Business Travel, Public Speaking, Marketing, Entrepreneurship, Social Network Analysis, Online Marketing, Advertising, Business Development, Digital Marketing, Marketing Communications, Public Relations, Budgets, Contract Negotiation, Customer Service, Customer Satisfaction, International Project..., Mentoring Of Staff, Professional Mentoring, Organizational..., Procurement Outsourcing, Outsourcing Management, Program Development, Social Net, Strategic Planning, Cross-functional Team..., Multi-Cultural Team..., Team Leadership, Travel Planning, Leisure Travel, Vendor Management, Web Project Management, Recruiting
Education
University of San Diego
International Relations, Spanish Language and Literature
La Fundación José Gasset y Ortega
Bachelor's degree, International Relations and Affairs
FLACSO Facultad Latinoamericana de Ciencias,
Bachelor of Arts (B.A.), Spanish Language and Literature
Iteso Universidad Jesuita de Guadalajara
Bachelor's degree, International Relations and Affairs
ESADE Business School- Universidad Ramon Llull
Bachelor's degree, International Relations and Affairs
Saint Ignatius College Preparatory
High School
Project Production Institute 2015 - Present
A.C.E Events 2011 - Present
Petrofenec Oil May 2009 - July 2011
Trust Company of the West 2006 - 2009
McCall Staffing 2003 - 2006
Skills
Management, Social Media Marketing, Personality Assessment, Psychological Assessment, Change Management, Building Strong..., Social Media, Event Management, New Business Development, Business Planning, Leadership Development, Thrive in..., Operations Management, Career Assessment, Social Networking, Event Planning, Travel Management, Business Travel, Public Speaking, Marketing, Entrepreneurship, Social Network Analysis, Online Marketing, Advertising, Business Development, Digital Marketing, Marketing Communications, Public Relations, Budgets, Contract Negotiation, Customer Service, Customer Satisfaction, International Project..., Mentoring Of Staff, Professional Mentoring, Organizational..., Procurement Outsourcing, Outsourcing Management, Program Development, Social Net, Strategic Planning, Cross-functional Team..., Multi-Cultural Team..., Team Leadership, Travel Planning, Leisure Travel, Vendor Management, Web Project Management, Recruiting
Education
University of San Diego
International Relations, Spanish Language and Literature
La Fundación José Gasset y Ortega
Bachelor's degree, International Relations and Affairs
FLACSO Facultad Latinoamericana de Ciencias,
Bachelor of Arts (B.A.), Spanish Language and Literature
Iteso Universidad Jesuita de Guadalajara
Bachelor's degree, International Relations and Affairs
ESADE Business School- Universidad Ramon Llull
Bachelor's degree, International Relations and Affairs
Saint Ignatius College Preparatory
High School
Whitney McDonnell Barbarics's Trust Company of the West Experience May 2010 - December 2011
Job Senior Regional Sales Associate at Sierra Investment Management
Industry Financial Services
Experience
Sierra Investment Management, Inc. January 2013 - Present
Barclays Capital December 2011 - September 2012
Trust Company of the West May 2010 - December 2011
JonesTrading January 2009 - May 2010
The Carlyle Group/Carlyle Blue Wave Partners January 2007 - May 2008
Jefferies & Company July 2004 - January 2007
Activities, Inc/ ARAMARK Corp 2003 - 2004
SWAT 1999 - 2003
Interscope Records 2001 - 2001
Bloomingdale's 2000 - 2000
Skills
Equities, Fixed Income, Trading, Trading Operations, Mutual Funds, Credit Derivatives, Series 7, Series 63, Series 55, Series 66, High Yield
Education
University of Southern California 1999 — 2003
Corona del Mar High School
Sierra Investment Management, Inc. January 2013 - Present
Barclays Capital December 2011 - September 2012
Trust Company of the West May 2010 - December 2011
JonesTrading January 2009 - May 2010
The Carlyle Group/Carlyle Blue Wave Partners January 2007 - May 2008
Jefferies & Company July 2004 - January 2007
Activities, Inc/ ARAMARK Corp 2003 - 2004
SWAT 1999 - 2003
Interscope Records 2001 - 2001
Bloomingdale's 2000 - 2000
Skills
Equities, Fixed Income, Trading, Trading Operations, Mutual Funds, Credit Derivatives, Series 7, Series 63, Series 55, Series 66, High Yield
Education
University of Southern California 1999 — 2003
Corona del Mar High School
Frances Hu Frances Hu's Trust Company of the West Experience February 2011 - July 2015
Job Research Associate at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West February 2011 - July 2015
Skills
Investments, Portfolio Management, Valuation, Financial Modeling, Statistical Data..., Data Mining, Emerging Markets, U.S.-China relations, Greater China
Education
UCLA Anderson School of Management 2015 — 2017
Trust Company of the West February 2011 - July 2015
Skills
Investments, Portfolio Management, Valuation, Financial Modeling, Statistical Data..., Data Mining, Emerging Markets, U.S.-China relations, Greater China
Education
UCLA Anderson School of Management 2015 — 2017
Brad Phillipi Brad Phillipi's Trust Company of the West Experience September 2010 - March 2014
Job President & CFO, ZBoard
Industry Financial Services
Experience
VT Production Design March 2014 - Present
ZBoard March 2014 - Present
Trust Company of the West September 2010 - March 2014
USC Office of Admission October 2007 - May 2010
Trust Company of the West June 2009 - August 2009
Merchant Capital June 2008 - August 2008
M Squared Partners May 2007 - August 2007
State Senator Jack Scott June 2005 - September 2005
Congressman Adam Schiff's Office June 2005 - August 2005
Skills
Financial Modeling, Equity Research, Valuation, Financial Analysis, Bloomberg, Equities, Asset Managment, Bloomberg Terminal, Microsoft Excel, Research, Portfolio Management, Investments, Data Analysis, Corporate Finance, Entrepreneurship
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA)
University of Southern California 2006 — 2010
Bachelor of Science in Business Administration, Finance
VT Production Design March 2014 - Present
ZBoard March 2014 - Present
Trust Company of the West September 2010 - March 2014
USC Office of Admission October 2007 - May 2010
Trust Company of the West June 2009 - August 2009
Merchant Capital June 2008 - August 2008
M Squared Partners May 2007 - August 2007
State Senator Jack Scott June 2005 - September 2005
Congressman Adam Schiff's Office June 2005 - August 2005
Skills
Financial Modeling, Equity Research, Valuation, Financial Analysis, Bloomberg, Equities, Asset Managment, Bloomberg Terminal, Microsoft Excel, Research, Portfolio Management, Investments, Data Analysis, Corporate Finance, Entrepreneurship
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA)
University of Southern California 2006 — 2010
Bachelor of Science in Business Administration, Finance
Jeff DePies Jeff DePies's Trust Company of the West Experience December 2005 - July 2012
Job Technology Director | Vice President | Executive Leader
Industry Information Technology and Services
Experience
Green Dot Corporation July 2012 - Present
Trust Company of the West December 2005 - July 2012
Federal Bureau of Investigation June 2004 - November 2005
Colliers-International January 2002 - June 2004
Solien Technology 2000 - 2001
UCLA 1997 - 2000
Skills
Information Technology, Disaster Recovery, Management, Network Security, Security, Project Management, Vendor Management, IT Management, Leadership, Integration, Business Continuity, Active Directory, SDLC, Risk Management, Virtualization, Security Clearance, Change Management, Business Analysis, Facilities Management, IT Strategy, Conflict Management, Team Building, Strategic Planning, Global Cross-Functional..., Leadership Development, Operations Management, Staff Development, ITIL, Program Management, IT Compliance, Lean Management, Cloud Computing, Relationship Management, Information Security, Legal Compliance, Regulatory Compliance, Security Operations, Federal Law Enforcement, Criminal Investigations, Troubleshooting, Physical Security, Data Security, Agile & Waterfall..., Strategic Partnerships
Education
University of California, Los Angeles
BA, International Economics / Philosophy
Green Dot Corporation July 2012 - Present
Trust Company of the West December 2005 - July 2012
Federal Bureau of Investigation June 2004 - November 2005
Colliers-International January 2002 - June 2004
Solien Technology 2000 - 2001
UCLA 1997 - 2000
Skills
Information Technology, Disaster Recovery, Management, Network Security, Security, Project Management, Vendor Management, IT Management, Leadership, Integration, Business Continuity, Active Directory, SDLC, Risk Management, Virtualization, Security Clearance, Change Management, Business Analysis, Facilities Management, IT Strategy, Conflict Management, Team Building, Strategic Planning, Global Cross-Functional..., Leadership Development, Operations Management, Staff Development, ITIL, Program Management, IT Compliance, Lean Management, Cloud Computing, Relationship Management, Information Security, Legal Compliance, Regulatory Compliance, Security Operations, Federal Law Enforcement, Criminal Investigations, Troubleshooting, Physical Security, Data Security, Agile & Waterfall..., Strategic Partnerships
Education
University of California, Los Angeles
BA, International Economics / Philosophy
Martin Perez Jr's Trust Company of the West Experience May 2008 - August 2008
Job BerkeleySF South Central Scholars Regional Director
Industry Education Management
Experience
South Central Scholars Foundation 2010 - Present
Cal Corps Public Service Center-UC Berkeley April 2009 - Present
Berkeley Student Cooperative February 2008 - June 2010
Trust Company of the West May 2008 - August 2008
Heller Ehrman May 2007 - August 2007
Education
University of California, Berkeley 2006 — 2010
Class of 2010
UCLA Anderson School of Management 2004 — 2007
The Riordan Programs at UCLA Anderson Alumnus
Verbum Dei High School 2002 — 2006
High School Diploma
Universidad Nacional Autonoma de Mexico (UNAM)
School of Law
South Central Scholars Foundation 2010 - Present
Cal Corps Public Service Center-UC Berkeley April 2009 - Present
Berkeley Student Cooperative February 2008 - June 2010
Trust Company of the West May 2008 - August 2008
Heller Ehrman May 2007 - August 2007
Education
University of California, Berkeley 2006 — 2010
Class of 2010
UCLA Anderson School of Management 2004 — 2007
The Riordan Programs at UCLA Anderson Alumnus
Verbum Dei High School 2002 — 2006
High School Diploma
Universidad Nacional Autonoma de Mexico (UNAM)
School of Law
Darlou (Jay-R) Repayo's Trust Company of the West Experience October 2013 - October 2014
Job Assistant Vice President at Trust Company of the West
Industry Capital Markets
Experience
The TCW Group November 2014 - Present
Trust Company of the West October 2013 - October 2014
Trust Company of the West August 2011 - October 2013
Trust Company of the West April 2008 - September 2011
Countrywide Securities Corporation May 2007 - February 2008
UCLA Medical Center September 2003 - June 2006
Skills
Compliance, VBA, Troubleshooting, Trading, SDLC, SQL, Visual Basic, SQL Server, Programming, Excel, Analysis, Windows, Microsoft Office, XML, C++, Microsoft SQL Server, Microsoft Excel, Equities, Business Analysis
Education
University of California, Los Angeles 2002 — 2006
Bachelors, Computer Science and Electrical Engineering
The TCW Group November 2014 - Present
Trust Company of the West October 2013 - October 2014
Trust Company of the West August 2011 - October 2013
Trust Company of the West April 2008 - September 2011
Countrywide Securities Corporation May 2007 - February 2008
UCLA Medical Center September 2003 - June 2006
Skills
Compliance, VBA, Troubleshooting, Trading, SDLC, SQL, Visual Basic, SQL Server, Programming, Excel, Analysis, Windows, Microsoft Office, XML, C++, Microsoft SQL Server, Microsoft Excel, Equities, Business Analysis
Education
University of California, Los Angeles 2002 — 2006
Bachelors, Computer Science and Electrical Engineering
Siva Soumya Mandadi Siva Soumya Mandadi's Trust Company of the West Experience June 2012 - August 2012
Job Software Engineer at Ericsson
Industry Computer Software
Experience
Ericsson Quality Assurance EngineerEricssonJuly 2013 - Present
Department of Public Safety, University of Southern California August 2012 - May 2013
University of Southern California August 2012 - December 2012
Trust Company of the West June 2012 - August 2012
Department of Public Safety, University of Southern California September 2011 - May 2012
Skills
Cryptography, SQL, C, Photoshop, JavaScript, C++, XML, Oracle SQL, .NET, SQL Server, DB2, SOQL, Perl, Microsoft SQL Server, Matlab, Java, SSIS, PHP, HTML 5, Software Engineering
Education
University of Southern California 2011 — 2013
Master of Science (MS), Computer Science
SASTRA University 2007 — 2011
Bachelor of Technology (B.Tech.), Computer Software Engineering
Ericsson Quality Assurance EngineerEricssonJuly 2013 - Present
Department of Public Safety, University of Southern California August 2012 - May 2013
University of Southern California August 2012 - December 2012
Trust Company of the West June 2012 - August 2012
Department of Public Safety, University of Southern California September 2011 - May 2012
Skills
Cryptography, SQL, C, Photoshop, JavaScript, C++, XML, Oracle SQL, .NET, SQL Server, DB2, SOQL, Perl, Microsoft SQL Server, Matlab, Java, SSIS, PHP, HTML 5, Software Engineering
Education
University of Southern California 2011 — 2013
Master of Science (MS), Computer Science
SASTRA University 2007 — 2011
Bachelor of Technology (B.Tech.), Computer Software Engineering
Gino Nucci Gino Nucci's Trust Company of the West Experience December 2009 - Present
Job Portfolio Manager at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West December 2009 - Present
Metropolitan West Asset Management January 2004 - December 2009
Volpe Brown Whelan April 1999 - March 2000
Prudential Securities August 1997 - March 1999
Skills
Investment Management, High Yield, Asset Allocation, Asset Managment
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Finance
Yale University 1993 — 1997
B.A., Economics
Trust Company of the West December 2009 - Present
Metropolitan West Asset Management January 2004 - December 2009
Volpe Brown Whelan April 1999 - March 2000
Prudential Securities August 1997 - March 1999
Skills
Investment Management, High Yield, Asset Allocation, Asset Managment
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Finance
Yale University 1993 — 1997
B.A., Economics
Layne Tally's Trust Company of the West Experience September 2007 - December 2010
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
Transamerica December 2010 - April 2012
Trust Company of the West September 2007 - December 2010
Morgan Stanley April 2006 - August 2007
Fairfield June 2004 - August 2004
Skills
Financial Modeling, Sales, Strategy, Series 7, Investments, Financial Analysis, Finance, Valuation
Education
University of Southern California 2003 — 2007
BS, Business Administration
Merrill Lynch September 2011 - Present
Transamerica December 2010 - April 2012
Trust Company of the West September 2007 - December 2010
Morgan Stanley April 2006 - August 2007
Fairfield June 2004 - August 2004
Skills
Financial Modeling, Sales, Strategy, Series 7, Investments, Financial Analysis, Finance, Valuation
Education
University of Southern California 2003 — 2007
BS, Business Administration
Scott Thornton Scott Thornton's Trust Company of the West Experience March 2001 - Present
Job Managing Director at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West March 2001 - Present
Dimensional Fund Advisors April 1992 - March 2001
Skills
Hedge Funds, Alternative Investments, Equities, Series 7, Asset Management, Fixed Income, Portfolio Management, Mutual Funds, Investment Management, Investments, Capital Markets, Bloomberg
Education
UCLA Anderson School of Management 1990 — 1992
Master of Business Administration (MBA), Finance, General
UCLA 1981 — 1986
Bachelor's degree, Economics
Trust Company of the West March 2001 - Present
Dimensional Fund Advisors April 1992 - March 2001
Skills
Hedge Funds, Alternative Investments, Equities, Series 7, Asset Management, Fixed Income, Portfolio Management, Mutual Funds, Investment Management, Investments, Capital Markets, Bloomberg
Education
UCLA Anderson School of Management 1990 — 1992
Master of Business Administration (MBA), Finance, General
UCLA 1981 — 1986
Bachelor's degree, Economics
Kevin Finch Kevin Finch's Trust Company of the West Experience January 2014 - Present
Job Senior Vice President, Associate General Counsel at Trust Company of the West
Industry Law Practice
Experience
Trust Company of the West January 2014 - Present
Freeman Freeman and Smiley, LLP April 2011 - Present
Irell & Manella 1992 - 2011
The Aerospace Corporation 1984 - 1989
Education
University of California, Los Angeles - School of Law 1989 — 1992
JD
University of California, Los Angeles 1985 — 1988
MS Electrical Engineering, Applied Electromagnetics
University of California, Los Angeles 1980 — 1984
BS Engineering, Electrical Engineering
Trust Company of the West January 2014 - Present
Freeman Freeman and Smiley, LLP April 2011 - Present
Irell & Manella 1992 - 2011
The Aerospace Corporation 1984 - 1989
Education
University of California, Los Angeles - School of Law 1989 — 1992
JD
University of California, Los Angeles 1985 — 1988
MS Electrical Engineering, Applied Electromagnetics
University of California, Los Angeles 1980 — 1984
BS Engineering, Electrical Engineering
Justin Braiker Justin Braiker's Trust Company of the West Experience September 1999 - December 2012
Job Senior Research Analyst at Neumeier Poma Investment Counsel
Industry Investment Management
Experience
Neumeier Poma Investment Counsel December 2013 - Present
Trust Company of the West September 1999 - December 2012
Skills
Equities, Portfolio Management, Fundamental Analysis, Alternative Investments, Equity Research, Hedge Funds, Investment Strategies, Investment Management, Asset Management, Investments, Financial Modeling, Valuation, Capital Markets, Bloomberg, Mutual Funds, Financial Analysis
Education
University of California, Berkeley 1995 — 1999
BA, Political Science
Harvard Westlake
Neumeier Poma Investment Counsel December 2013 - Present
Trust Company of the West September 1999 - December 2012
Skills
Equities, Portfolio Management, Fundamental Analysis, Alternative Investments, Equity Research, Hedge Funds, Investment Strategies, Investment Management, Asset Management, Investments, Financial Modeling, Valuation, Capital Markets, Bloomberg, Mutual Funds, Financial Analysis
Education
University of California, Berkeley 1995 — 1999
BA, Political Science
Harvard Westlake
Dean Marcum's Trust Company of the West Experience August 1997 - May 1999
Job Global Sales Manager
Industry Electrical/Electronic Manufacturing
Experience
Frontier Electronics May 2013 - Present
Johanson Technology, Inc. November 2011 - April 2013
Johanson Technology, Inc. May 2007 - November 2010
The Network Group June 2003 - February 2007
DNA Search October 2002 - March 2003
CSI Solutions August 1999 - September 2002
Trust Company of the West August 1997 - May 1999
Future Active Electronics April 1995 - August 1997
Skills
Customer Relations, Product Management, Sales Management, Management, Project Planning, Negotiation, Customer Service, Selling, Product Development, Team Building, Sales, Product Marketing, Strategy, Competitive Analysis, Manufacturing, Pricing, Business Development, Training, Cross-functional Team..., Marketing, CRM, New Business Development, Start-ups, Solution Selling, Business Planning, Key Account Management, Sales Operations, Continuous Improvement, International Sales, Account Management, Sales Process, Direct Sales, Telecommunications, Wireless, Electronics, Channel Partners, Forecasting, Product Launch, Business Strategy, Contract Negotiation, P&L Management, Semiconductors, Key Account Development, Go-to-market Strategy, Strategic Partnerships, Distributors, Oracle Enterprise..., Consumer Electronics, B2B, Salesforce.com
Education
University of California, Irvine 1986 — 1989
High School for Engineering Professions 1983 — 1986
Frontier Electronics May 2013 - Present
Johanson Technology, Inc. November 2011 - April 2013
Johanson Technology, Inc. May 2007 - November 2010
The Network Group June 2003 - February 2007
DNA Search October 2002 - March 2003
CSI Solutions August 1999 - September 2002
Trust Company of the West August 1997 - May 1999
Future Active Electronics April 1995 - August 1997
Skills
Customer Relations, Product Management, Sales Management, Management, Project Planning, Negotiation, Customer Service, Selling, Product Development, Team Building, Sales, Product Marketing, Strategy, Competitive Analysis, Manufacturing, Pricing, Business Development, Training, Cross-functional Team..., Marketing, CRM, New Business Development, Start-ups, Solution Selling, Business Planning, Key Account Management, Sales Operations, Continuous Improvement, International Sales, Account Management, Sales Process, Direct Sales, Telecommunications, Wireless, Electronics, Channel Partners, Forecasting, Product Launch, Business Strategy, Contract Negotiation, P&L Management, Semiconductors, Key Account Development, Go-to-market Strategy, Strategic Partnerships, Distributors, Oracle Enterprise..., Consumer Electronics, B2B, Salesforce.com
Education
University of California, Irvine 1986 — 1989
High School for Engineering Professions 1983 — 1986
Jana Buettner Webb Jana Buettner Webb's Trust Company of the West Experience July 1997 - August 2007
Job RN, BSN, MBA
Industry Hospital & Health Care
Experience
Heart Hospital at INTEGRIS Baptist Medical Center November 2014 - Present
Mercy Hospital Oklahoma City March 2014 - June 2015
Kramer School of Nursing August 2012 - December 2013
Mercy Hospital Oklahoma City June 2011 - December 2012
Providence Home Care November 2009 - April 2011
Aflac December 2008 - December 2009
Trust Company of the West July 1997 - August 2007
Union Bank & Trust Company 1995 - 1997
Skills
Healthcare, Research, Public Speaking, Hospitals, PowerPoint, Social Media, Leadership, Health Insurance, Investments, Strategic Planning, Critical Thinking, Microsoft Excel, Customer Service, Microsoft Office, Marketing, Financial Analysis, BLS, Home Care, Nursing, Patient Safety, ACLS, Team Building, Long-term Care, Medicare, Software Documentation, Cpr Certified, Epic Systems, Outlook
Education
Oklahoma City University - Kramer School of Nursing 2012 — 2013
Bachelor of Science (BS), Nursing
TEFL International
Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor
University of Phoenix 2002 — 2004
Masters, Business Administration
University of Central Oklahoma 1989 — 1997
BS, Business Education
Kingfisher High School 1983 — 1986
Diploma, General Studies
Heart Hospital at INTEGRIS Baptist Medical Center November 2014 - Present
Mercy Hospital Oklahoma City March 2014 - June 2015
Kramer School of Nursing August 2012 - December 2013
Mercy Hospital Oklahoma City June 2011 - December 2012
Providence Home Care November 2009 - April 2011
Aflac December 2008 - December 2009
Trust Company of the West July 1997 - August 2007
Union Bank & Trust Company 1995 - 1997
Skills
Healthcare, Research, Public Speaking, Hospitals, PowerPoint, Social Media, Leadership, Health Insurance, Investments, Strategic Planning, Critical Thinking, Microsoft Excel, Customer Service, Microsoft Office, Marketing, Financial Analysis, BLS, Home Care, Nursing, Patient Safety, ACLS, Team Building, Long-term Care, Medicare, Software Documentation, Cpr Certified, Epic Systems, Outlook
Education
Oklahoma City University - Kramer School of Nursing 2012 — 2013
Bachelor of Science (BS), Nursing
TEFL International
Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor
University of Phoenix 2002 — 2004
Masters, Business Administration
University of Central Oklahoma 1989 — 1997
BS, Business Education
Kingfisher High School 1983 — 1986
Diploma, General Studies
Sagar Parikh, CFA Sagar Parikh, CFA's Trust Company of the West Experience February 2010 - Present
Job Senior Vice President at The TCW Group
Industry Financial Services
Experience
The TCW Group February 2015 - Present
Trust Company of the West February 2010 - Present
Trust Company of the West February 2009 - February 2010
Trust Company of the West July 2007 - February 2009
Trust Company of the West February 2007 - June 2007
Cliffwood Partners LLC January 2006 - December 2006
U.S. Trust, Bank of America Private Wealth Management March 2005 - September 2005
Skills
MBS, Structured Products, Mortgage, Fixed Income, CMBS, Mortgage Lending, Credit
Education
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (B.A.), Business Economics
The TCW Group February 2015 - Present
Trust Company of the West February 2010 - Present
Trust Company of the West February 2009 - February 2010
Trust Company of the West July 2007 - February 2009
Trust Company of the West February 2007 - June 2007
Cliffwood Partners LLC January 2006 - December 2006
U.S. Trust, Bank of America Private Wealth Management March 2005 - September 2005
Skills
MBS, Structured Products, Mortgage, Fixed Income, CMBS, Mortgage Lending, Credit
Education
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (B.A.), Business Economics
Bjorn Sperber Bjorn Sperber's Trust Company of the West Experience August 2007 - June 2010
Job Vice President of Financial Reporting, Infrastructure at The CIM Group
Industry Investment Management
Experience
The CIM Group February 2015 - Present
The CIM Group June 2010 - February 2015
Trust Company of the West August 2007 - June 2010
Bank of New York Mellon June 2004 - July 2007
Mellon Financial 2004 - 2007
Robinson's May / Meier & Frank May 2002 - June 2004
Skills
Asset Management, Valuation, Investments, Portfolio Management, Private Equity, Alternative Investments, Fund Accounting, Mutual Funds, Asset Managment, Hedge Funds, Financial Analysis, Accounting, Fund Administration, Investment Strategies, Leadership, Fund Of Funds, Equities, Financial Modeling, Due Diligence, Finance, Securities, Corporate Finance, Auditing, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Investor Relations, Cash Management, Structured Finance, Strategic Financial..., Investment Management, Financial Planning
Education
University of Southern California - Marshall School of Business 2006 — 2008
MBA, Finance
University of California, Los Angeles 1998 — 2002
BA, Economics
The CIM Group February 2015 - Present
The CIM Group June 2010 - February 2015
Trust Company of the West August 2007 - June 2010
Bank of New York Mellon June 2004 - July 2007
Mellon Financial 2004 - 2007
Robinson's May / Meier & Frank May 2002 - June 2004
Skills
Asset Management, Valuation, Investments, Portfolio Management, Private Equity, Alternative Investments, Fund Accounting, Mutual Funds, Asset Managment, Hedge Funds, Financial Analysis, Accounting, Fund Administration, Investment Strategies, Leadership, Fund Of Funds, Equities, Financial Modeling, Due Diligence, Finance, Securities, Corporate Finance, Auditing, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Investor Relations, Cash Management, Structured Finance, Strategic Financial..., Investment Management, Financial Planning
Education
University of Southern California - Marshall School of Business 2006 — 2008
MBA, Finance
University of California, Los Angeles 1998 — 2002
BA, Economics
Kristina Trinh's Trust Company of the West Experience January 2007 - August 2008
Job
Industry Biotechnology
Experience
ChemoCentryx August 2008 - Present
Trust Company of the West January 2007 - August 2008
Ryland Group March 2006 - January 2007
Ernst & Young September 2003 - March 2006
Education
University of Virginia 2003 — 2004
Masters
University of California, Los Angeles 1999 — 2003
BA
ChemoCentryx August 2008 - Present
Trust Company of the West January 2007 - August 2008
Ryland Group March 2006 - January 2007
Ernst & Young September 2003 - March 2006
Education
University of Virginia 2003 — 2004
Masters
University of California, Los Angeles 1999 — 2003
BA
Chau Lam, CPA's Trust Company of the West Experience June 2010 - Present
Job Trust Company of the West
Industry Accounting
Experience
Trust Company of the West June 2010 - Present
Metropolitan West Asset Management November 2006 - June 2010
KPMG January 2006 - November 2006
Western Asset Management January 2004 - December 2005
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Accounting, Accounting, Bloomberg, Asset Management, Valuation, Hedge Funds, Investments, Mutual Funds, Fixed Income
Education
University of Southern California 2001 — 2003
Bachelor of Science (B.S.), Business Administration - Finance
Trust Company of the West June 2010 - Present
Metropolitan West Asset Management November 2006 - June 2010
KPMG January 2006 - November 2006
Western Asset Management January 2004 - December 2005
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Accounting, Accounting, Bloomberg, Asset Management, Valuation, Hedge Funds, Investments, Mutual Funds, Fixed Income
Education
University of Southern California 2001 — 2003
Bachelor of Science (B.S.), Business Administration - Finance
Earl Lariscy's Trust Company of the West Experience 2006 - 2007
Job General Counsel at DoubleLine Group LP
Industry Investment Management
Experience
DoubleLine Group LP April 2010 - Present
Barclays Capital October 2007 - April 2010
Trust Company of the West 2006 - 2007
Linklaters 2004 - 2006
Skills
Asset Managment, Hedge Funds, Alternative Investments, Derivatives, Corporate Law, Mutual Funds, Corporate Finance, Securities, Investments, Private Equity
Education
Tulane University Law School 1993 — 1996
JD, Law
University of South Carolina - Darla Moore School of Business 1991 — 1993
MBA/MIBS, International Business Finance
DoubleLine Group LP April 2010 - Present
Barclays Capital October 2007 - April 2010
Trust Company of the West 2006 - 2007
Linklaters 2004 - 2006
Skills
Asset Managment, Hedge Funds, Alternative Investments, Derivatives, Corporate Law, Mutual Funds, Corporate Finance, Securities, Investments, Private Equity
Education
Tulane University Law School 1993 — 1996
JD, Law
University of South Carolina - Darla Moore School of Business 1991 — 1993
MBA/MIBS, International Business Finance
Clay Colburn's Trust Company of the West Experience 2005 - 2007
Job Director Product and Engineering, Data Services at Marchex
Industry Computer Software
Experience
Marchex April 2015 - Present
Marchex April 2014 - April 2015
Marchex April 2012 - April 2014
Marchex February 2010 - April 2012
Microsoft - Formerly Aquantive May 2008 - February 2010
Truburn Solutions 1999 - April 2008
Trust Company of the West 2005 - 2007
Benefit Planning, Inc. April 2003 - June 2005
Natural Healthlink 1999 - 2001
Skills
Databases, Microsoft SQL Server, Agile Methodologies, SQL, MySQL, T-SQL, .NET, Analytics, Software Design, ETL, C#, Business Intelligence, Database Design, SSIS, JavaScript, Data Architecture, Data Warehousing, SDLC, Big Data, Oracle SQL, Test Driven Development, Java, Linux, Scrum, Agile Project Management, SOA, Data Modeling, PostgreSQL, Oracle, Git, SQL Tuning, Extreme Programming, Tableau, Pentaho Kettle
Education
University of California, Los Angeles 1997 — 2001
University of California, Los Angeles 1997 — 2001
Marchex April 2015 - Present
Marchex April 2014 - April 2015
Marchex April 2012 - April 2014
Marchex February 2010 - April 2012
Microsoft - Formerly Aquantive May 2008 - February 2010
Truburn Solutions 1999 - April 2008
Trust Company of the West 2005 - 2007
Benefit Planning, Inc. April 2003 - June 2005
Natural Healthlink 1999 - 2001
Skills
Databases, Microsoft SQL Server, Agile Methodologies, SQL, MySQL, T-SQL, .NET, Analytics, Software Design, ETL, C#, Business Intelligence, Database Design, SSIS, JavaScript, Data Architecture, Data Warehousing, SDLC, Big Data, Oracle SQL, Test Driven Development, Java, Linux, Scrum, Agile Project Management, SOA, Data Modeling, PostgreSQL, Oracle, Git, SQL Tuning, Extreme Programming, Tableau, Pentaho Kettle
Education
University of California, Los Angeles 1997 — 2001
University of California, Los Angeles 1997 — 2001
Giorgio Boero's Trust Company of the West Experience 1998 - 2006
Job CFO at Silvermine Capital Management
Industry Financial Services
Experience
Silvermine Capital Management April 2006 - Present
Silvermine Capital 2006 - Present
TCW-Latin America Private Equity 2001 - 2006
Trust Company of the West 1998 - 2006
TCW/Latin America Partners 1998 - 2006
Skills
Management, Finance, Financial Modeling, Financial Analysis, Valuation, Investments, Asset Management, Investment Banking, Strategic Planning, Capital Markets
Education
Universidad de Buenos Aires 1972 — 1978
Master's in Professional Accountancy
Hoover High 1972 — 1972
Silvermine Capital Management April 2006 - Present
Silvermine Capital 2006 - Present
TCW-Latin America Private Equity 2001 - 2006
Trust Company of the West 1998 - 2006
TCW/Latin America Partners 1998 - 2006
Skills
Management, Finance, Financial Modeling, Financial Analysis, Valuation, Investments, Asset Management, Investment Banking, Strategic Planning, Capital Markets
Education
Universidad de Buenos Aires 1972 — 1978
Master's in Professional Accountancy
Hoover High 1972 — 1972
Felicia Werts's Trust Company of the West Experience April 2004 - Present
Job Assistant Vice President at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West April 2004 - Present
Trust Company of the West June 2000 - April 2004
Atlantic Richfield Company September 1988 - June 2000
Skills
Non-disclosure..., Entity Formation, Contract Negotiation, RFP Review, Marketing/Advertising..., Fund Formation, Separately Managed..., International...
Education
UCLA Extension
Certificate in Finance, Concentration in Investment Management & Analysis (a 36 unit program)
University of California, Irvine
B.A., Social Ecology
Trust Company of the West April 2004 - Present
Trust Company of the West June 2000 - April 2004
Atlantic Richfield Company September 1988 - June 2000
Skills
Non-disclosure..., Entity Formation, Contract Negotiation, RFP Review, Marketing/Advertising..., Fund Formation, Separately Managed..., International...
Education
UCLA Extension
Certificate in Finance, Concentration in Investment Management & Analysis (a 36 unit program)
University of California, Irvine
B.A., Social Ecology
Birgitta Istock's Trust Company of the West Experience January 1991 - September 2001
Job Independent Writing and Editing Professional
Industry Writing and Editing
Experience
Trust Company of the West January 1991 - September 2001
Skills
Editing, Research, Customer Service, Nonprofits
Education
University of Michigan 1984 — 1987
B.A., Psychology/Communications
Trust Company of the West January 1991 - September 2001
Skills
Editing, Research, Customer Service, Nonprofits
Education
University of Michigan 1984 — 1987
B.A., Psychology/Communications
Jonathan O'Donnell's Trust Company of the West Experience January 1998 - December 1998
Job Vice President at State Street Corporation
Industry Financial Services
Experience
State Street Corporation January 2006 - Present
Audax Group June 2000 - January 2006
Bank of New York Mellon April 1999 - June 2000
Trust Company of the West January 1998 - December 1998
Skills
Private Equity, Alternative Investments, Venture Capital, Fund Accounting
Education
Tufts University 1989 — 1994
Saugus High School
State Street Corporation January 2006 - Present
Audax Group June 2000 - January 2006
Bank of New York Mellon April 1999 - June 2000
Trust Company of the West January 1998 - December 1998
Skills
Private Equity, Alternative Investments, Venture Capital, Fund Accounting
Education
Tufts University 1989 — 1994
Saugus High School
Morris Chen's Trust Company of the West Experience August 2003 - December 2009
Job Portfolio Manager at DoubleLine Capital
Industry Investment Management
Experience
DoubleLine Capital, LP December 2009 - Present
Trust Company of the West August 2003 - December 2009
Skills
Structured Finance, Financial Analysis, Portfolio Management, CMBS, CDO, Fixed Income, Asset Management, Hedge Funds, Alternative Investments, Bloomberg, Investments, Valuation, Equities, Financial Modeling, Private Equity, Derivatives, Emerging Markets, Securities, Mutual Funds, Corporate Finance, Due Diligence, Capital Markets, Structured Products, Trading
Education
University of California, Riverside 1999 — 2004
BS, Business Administration
DoubleLine Capital, LP December 2009 - Present
Trust Company of the West August 2003 - December 2009
Skills
Structured Finance, Financial Analysis, Portfolio Management, CMBS, CDO, Fixed Income, Asset Management, Hedge Funds, Alternative Investments, Bloomberg, Investments, Valuation, Equities, Financial Modeling, Private Equity, Derivatives, Emerging Markets, Securities, Mutual Funds, Corporate Finance, Due Diligence, Capital Markets, Structured Products, Trading
Education
University of California, Riverside 1999 — 2004
BS, Business Administration
Ned Moran's Trust Company of the West Experience 1993 - 1997
Job Principal Information Technology at KKR Asset Management
Industry Financial Services
Experience
KKR Asset Management September 2010 - Present
Federal Home Loan Bank of San Francisco December 2008 - August 2010
TCW, INC. (Trust Company of the West) 1997 - 2008
Trust Company of the West 1993 - 1997
CS First Boston June 1987 - May 1993
Drexel Burnham Lambert October 1984 - June 1987
Andersen Consulting July 1982 - October 1984
Skills
Program Management, Application Development, Business Analysis
Education
University of Illinois at Urbana-Champaign 1978 — 1982
BS, Finance
KKR Asset Management September 2010 - Present
Federal Home Loan Bank of San Francisco December 2008 - August 2010
TCW, INC. (Trust Company of the West) 1997 - 2008
Trust Company of the West 1993 - 1997
CS First Boston June 1987 - May 1993
Drexel Burnham Lambert October 1984 - June 1987
Andersen Consulting July 1982 - October 1984
Skills
Program Management, Application Development, Business Analysis
Education
University of Illinois at Urbana-Champaign 1978 — 1982
BS, Finance
F. Kenneth Vudmaska's Trust Company of the West Experience March 1999 - October 2001
Job Accounting Manager at Dalton Investments
Industry Investment Management
Experience
Dalton Investments March 2014 - Present
Giovine Capital Group May 2007 - March 2014
Giovine Capital Group May 2007 - March 2014
First Quadrant L.P January 2006 - May 2007
First Quadrant October 2001 - May 2007
First Quadrant October 2001 - December 2005
Trust Company of the West/Mellon Financial March 2000 - October 2001
Trust Company of the West March 1999 - October 2001
Primerica Financial Services November 1997 - February 2000
Morgan Stanley Smith Barney September 1997 - November 1997
Skills
Bloomberg, Fixed Income, Equities, Hedge Funds, Analysis, Bloomberg Terminal, Derivatives, Management, Financial Analysis, Asset Management, Portfolio Management, Investments, Financial Services, Accounting
Education
University of California, Santa Barbara 1995 — 1997
Bachelor of Arts (B.A.), Philosophy; Ethics and Public Policy
Dalton Investments March 2014 - Present
Giovine Capital Group May 2007 - March 2014
Giovine Capital Group May 2007 - March 2014
First Quadrant L.P January 2006 - May 2007
First Quadrant October 2001 - May 2007
First Quadrant October 2001 - December 2005
Trust Company of the West/Mellon Financial March 2000 - October 2001
Trust Company of the West March 1999 - October 2001
Primerica Financial Services November 1997 - February 2000
Morgan Stanley Smith Barney September 1997 - November 1997
Skills
Bloomberg, Fixed Income, Equities, Hedge Funds, Analysis, Bloomberg Terminal, Derivatives, Management, Financial Analysis, Asset Management, Portfolio Management, Investments, Financial Services, Accounting
Education
University of California, Santa Barbara 1995 — 1997
Bachelor of Arts (B.A.), Philosophy; Ethics and Public Policy
Mike Cho, CFA's Trust Company of the West Experience November 2004 - October 2006
Job Fundamental Research Associate at Causeway Capital Management LLC
Industry Investment Management
Experience
Causeway Capital Management LLC July 2014 - Present
Causeway Capital Management LLC June 2013 - August 2013
NWQ Investment Management, LLC January 2011 - August 2012
NWQ Investment Management, LLC October 2006 - December 2010
Trust Company of the West November 2004 - October 2006
Skills
Financial Advisory, Quantitative Analytics, Retirement Planning, Accounting, Market Risk, Fundamental Analysis, Stock Picking, Value Investing, Equity Valuation, Equity Research Analysis, Valuation Modeling
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
University of California, Berkeley 2000 — 2004
Bachelor of Arts (B.A.), Economics
Causeway Capital Management LLC July 2014 - Present
Causeway Capital Management LLC June 2013 - August 2013
NWQ Investment Management, LLC January 2011 - August 2012
NWQ Investment Management, LLC October 2006 - December 2010
Trust Company of the West November 2004 - October 2006
Skills
Financial Advisory, Quantitative Analytics, Retirement Planning, Accounting, Market Risk, Fundamental Analysis, Stock Picking, Value Investing, Equity Valuation, Equity Research Analysis, Valuation Modeling
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
University of California, Berkeley 2000 — 2004
Bachelor of Arts (B.A.), Economics
Alice Tran's Trust Company of the West Experience 2001 - 2005
Job Accounting Manager at Fortiss
Industry Gambling & Casinos
Experience
Fortiss 2006 - Present
WNC First Insurance Services, Inc. 2005 - 2006
Trust Company of the West 2001 - 2005
The Irvine Company 2000 - 2001
Arthur Andersen, LLP 1998 - 2000
Westfield Corporation 1995 - 1997
Panda Management Company 1993 - 1995
Skills
Account Reconciliation, Accounting, Analysis, Auditing, Budgets, Corporate Finance, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Internal Controls, Management, Payroll, Process Improvement, Sarbanes-Oxley Act, Tax
Education
University of California, Riverside 1987 — 1991
Fortiss 2006 - Present
WNC First Insurance Services, Inc. 2005 - 2006
Trust Company of the West 2001 - 2005
The Irvine Company 2000 - 2001
Arthur Andersen, LLP 1998 - 2000
Westfield Corporation 1995 - 1997
Panda Management Company 1993 - 1995
Skills
Account Reconciliation, Accounting, Analysis, Auditing, Budgets, Corporate Finance, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Internal Controls, Management, Payroll, Process Improvement, Sarbanes-Oxley Act, Tax
Education
University of California, Riverside 1987 — 1991
Jay Vleeschhouwer's Trust Company of the West Experience 1980 - 1981
Job Managing Director at Griffin Securities
Industry Financial Services
Experience
Griffin Securities April 2011 - Present
Ticonderoga Securities LLC November 2009 - May 2010
Merrill Lynch February 1998 - December 2008
Bear Stearns 1988 - 1990
Cantor Fitzgerald & Co. 1983 - 1986
CMB Investment Counselors 1981 - 1982
Trust Company of the West 1980 - 1981
Skills
Financial Modeling, Valuation, Equity Research, Venture Capital, Equities, Capital Markets, Enterprise Software, Mergers & Acquisitions, Corporate Finance, Private Equity, Investment Banking, Investments, Due Diligence, Corporate Development, Alternative Investments
Education
University of California, Berkeley, Haas School of Business 1978 — 1980
MBA, Finance, International Business
University of California, Los Angeles 1974 — 1978
BA, Economics, Political Science
Griffin Securities April 2011 - Present
Ticonderoga Securities LLC November 2009 - May 2010
Merrill Lynch February 1998 - December 2008
Bear Stearns 1988 - 1990
Cantor Fitzgerald & Co. 1983 - 1986
CMB Investment Counselors 1981 - 1982
Trust Company of the West 1980 - 1981
Skills
Financial Modeling, Valuation, Equity Research, Venture Capital, Equities, Capital Markets, Enterprise Software, Mergers & Acquisitions, Corporate Finance, Private Equity, Investment Banking, Investments, Due Diligence, Corporate Development, Alternative Investments
Education
University of California, Berkeley, Haas School of Business 1978 — 1980
MBA, Finance, International Business
University of California, Los Angeles 1974 — 1978
BA, Economics, Political Science
Jerry Cudzil's Trust Company of the West Experience April 2012 - Present
Job Managing Director at TCW
Industry Financial Services
Experience
Trust Company of the west April 2012 - Present
Life Raft Group November 2003 - Present
Morgan Stanley April 2010 - April 2012
Deutsche Bank Securities September 2009 - March 2010
DiMaio Ahmad Capital June 2004 - September 2009
Goldman Sachs June 2003 - June 2004
Credit Suisse October 2000 - June 2003
Prudential Securities 1997 - 2000
Skills
Project Finance, Energy, Aviation, Hedge Funds, Securities, Portfolio Management, Investments, Bonds, Asset Management, High Yield, Asset Allocation, Management, Fixed Income, Equities, Trading, Credit Derivatives, Capital Markets
Education
University of Pennsylvania 1993 — 1997
BA, Economics major, English minor
Trust Company of the west April 2012 - Present
Life Raft Group November 2003 - Present
Morgan Stanley April 2010 - April 2012
Deutsche Bank Securities September 2009 - March 2010
DiMaio Ahmad Capital June 2004 - September 2009
Goldman Sachs June 2003 - June 2004
Credit Suisse October 2000 - June 2003
Prudential Securities 1997 - 2000
Skills
Project Finance, Energy, Aviation, Hedge Funds, Securities, Portfolio Management, Investments, Bonds, Asset Management, High Yield, Asset Allocation, Management, Fixed Income, Equities, Trading, Credit Derivatives, Capital Markets
Education
University of Pennsylvania 1993 — 1997
BA, Economics major, English minor
Cam-Tu Nguyen's Trust Company of the West Experience May 2012 - Present
Job CDO Analyst at Ares Management
Industry Financial Services
Experience
Trust Company of the West May 2012 - Present
Ares Management March 2011 - July 2012
Ares Management November 2010 - March 2011
Ares Management May 2009 - November 2010
Deutsche Bank September 2008 - March 2009
East Bay Consortium 2007 - 2008
Haas MBA Career Services 2005 - 2008
Education
University of California, Berkeley 2005 — 2008
Bachelor, Economics
Trust Company of the West May 2012 - Present
Ares Management March 2011 - July 2012
Ares Management November 2010 - March 2011
Ares Management May 2009 - November 2010
Deutsche Bank September 2008 - March 2009
East Bay Consortium 2007 - 2008
Haas MBA Career Services 2005 - 2008
Education
University of California, Berkeley 2005 — 2008
Bachelor, Economics
Kirsten Lynch Smith's Trust Company of the West Experience May 2013 - August 2013
Job HR Search Recruiter
Industry Financial Services
Experience
The McCormick Group, Inc. December 2014 - Present
The Bolton Group April 2014 - November 2014
Department of Veterans Affairs November 2013 - April 2014
Trust Company of the West May 2013 - August 2013
Pershing September 2010 - April 2013
Kforce March 2008 - September 2010
WWEX Orlando East 2007 - 2008
Tropical Nut & Fruit 2006 - 2007
Skills
Applicant Tracking..., Financial Analysis, Talent Acquisition, Customer Service, Technical Recruiting, Recruiting, Forecasting, Accounting, Networking, Finance, Onboarding, Account Management, Cold Calling, Sourcing, Training, Sales, Human Resources, Employee Relations, Internet Recruiting, Employee Benefits, Leadership, Time Management
Education
University of Central Florida 1998 — 2002
Bachelor of Arts (BA), Psychology
The McCormick Group, Inc. December 2014 - Present
The Bolton Group April 2014 - November 2014
Department of Veterans Affairs November 2013 - April 2014
Trust Company of the West May 2013 - August 2013
Pershing September 2010 - April 2013
Kforce March 2008 - September 2010
WWEX Orlando East 2007 - 2008
Tropical Nut & Fruit 2006 - 2007
Skills
Applicant Tracking..., Financial Analysis, Talent Acquisition, Customer Service, Technical Recruiting, Recruiting, Forecasting, Accounting, Networking, Finance, Onboarding, Account Management, Cold Calling, Sourcing, Training, Sales, Human Resources, Employee Relations, Internet Recruiting, Employee Benefits, Leadership, Time Management
Education
University of Central Florida 1998 — 2002
Bachelor of Arts (BA), Psychology
Crystal Burke's Trust Company of the West Experience May 2000 - December 2000
Job Director of Finance at Beacon Intellectual Property Services, LLC
Industry Investment Management
Experience
Beacon Intellectual Property Services, LLC September 2012 - Present
a Patent Research Firm May 2011 - August 2012
Canyon Capital Advisors April 2004 - July 2010
Mellon Financial January 2001 - March 2004
Trust Company of the West May 2000 - December 2000
PricewaterhouseCoopers January 1994 - May 2000
Peninsula Beverly Hills July 1991 - December 1993
Skills
Asset Management, Alternative Investments, Equities, Fixed Income, Accounting, Financial Modeling, Asset Managment, Hedge Funds, Auditing, Valuation
Education
University of California, Santa Barbara 1986 — 1991
BS, Business Economics
Garces Memorial High School
Beacon Intellectual Property Services, LLC September 2012 - Present
a Patent Research Firm May 2011 - August 2012
Canyon Capital Advisors April 2004 - July 2010
Mellon Financial January 2001 - March 2004
Trust Company of the West May 2000 - December 2000
PricewaterhouseCoopers January 1994 - May 2000
Peninsula Beverly Hills July 1991 - December 1993
Skills
Asset Management, Alternative Investments, Equities, Fixed Income, Accounting, Financial Modeling, Asset Managment, Hedge Funds, Auditing, Valuation
Education
University of California, Santa Barbara 1986 — 1991
BS, Business Economics
Garces Memorial High School
Chris Wright, CFA's Trust Company of the West Experience June 2008 - August 2008
Job Research Analyst at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick January 2012 - Present
Alvarez & Marsal July 2009 - January 2012
Trust Company of the West June 2008 - August 2008
Houlihan Lokey March 2004 - June 2007
Fox-Pitt, Kelton July 2001 - March 2004
Skills
Financial Modeling, Valuation
Education
UCLA ANDERSON SCHOOL OF MANAGEMENT 2007 — 2009
M.B.A, Finance
University of Pennsylvania - The Wharton School 1997 — 2001
BSE, Finance
Kayne Anderson Rudnick January 2012 - Present
Alvarez & Marsal July 2009 - January 2012
Trust Company of the West June 2008 - August 2008
Houlihan Lokey March 2004 - June 2007
Fox-Pitt, Kelton July 2001 - March 2004
Skills
Financial Modeling, Valuation
Education
UCLA ANDERSON SCHOOL OF MANAGEMENT 2007 — 2009
M.B.A, Finance
University of Pennsylvania - The Wharton School 1997 — 2001
BSE, Finance
Shelby Pollard's Trust Company of the West Experience 2005 - 2007
Job Corporate Sales at Conde Nast
Industry Financial Services
Experience
Conde Nast 2007 - Present
Trust Company of the West 2005 - 2007
Education
University of Southern California 2002 — 2005
•Bachelor of Science, Corporate Finance, Entrepreneurship
University of Southern California - Marshall School of Business 2002 — 2005
BS, Finance
Conde Nast 2007 - Present
Trust Company of the West 2005 - 2007
Education
University of Southern California 2002 — 2005
•Bachelor of Science, Corporate Finance, Entrepreneurship
University of Southern California - Marshall School of Business 2002 — 2005
BS, Finance
Hal Gillis's Trust Company of the West Experience February 2008 - Present
Job VicePresident of Information Services at Trust Company of the West
Industry Information Technology and Services
Experience
Trust Company of the West February 2008 - Present
PricewaterhouseCoopers January 1997 - November 2007
Morgan, Lewis & Bockius LLP November 1993 - January 1997
Skills
Disaster Recovery, IT Management, Active Directory, Vendor Management, Servers, Change Management, Process Improvement, Operations Management, Best Practices, Building Relationships, Customer Service, Project Management, Demand Management, Strategic Planning, Software Deployment, Remote Desktop, Staff Development, IT Service Management, Enterprise Software, Operating Systems
Education
University of Massachusetts Lowell
BS, Business Administration
Trust Company of the West February 2008 - Present
PricewaterhouseCoopers January 1997 - November 2007
Morgan, Lewis & Bockius LLP November 1993 - January 1997
Skills
Disaster Recovery, IT Management, Active Directory, Vendor Management, Servers, Change Management, Process Improvement, Operations Management, Best Practices, Building Relationships, Customer Service, Project Management, Demand Management, Strategic Planning, Software Deployment, Remote Desktop, Staff Development, IT Service Management, Enterprise Software, Operating Systems
Education
University of Massachusetts Lowell
BS, Business Administration
Michael Anthony Nosek's Trust Company of the West Experience 1994 - 2001
Job Manager of Strategic Planning at Western Asset Management
Industry Investment Management
Experience
Western Asset Management July 2006 - Present
Bank of New York Mellon 2001 - 2006
Trust Company of the West 1994 - 2001
Bank of America 1992 - 1994
Jon Douglas Company 1989 - 1994
Capital Insight 1984 - 1989
Cantor Fitzgerald 1977 - 1984
Henry F. Swift & Co. 1974 - 1976
Pacific Stock Exchange, Pacific Clearing Corp. 1973 - 1974
Skills
Financial Modeling, Fixed Income, Hedge Funds, Financial Analysis, Structured Products, Asset Managment, Investments, Alternative Investments, Bloomberg, Mutual Funds, Portfolio Management, Series 7, Securities, Private Equity, Mergers & Acquisitions, Capital Markets, Derivatives, Strategic Financial..., Valuation, Trading, Investment Management, Bonds, Investment Banking, Strategic Planning, Investment Strategies, Corporate Finance, Risk Management, Due Diligence, Asset Allocation, Asset Management, Equities, Financial Services, Trading Systems, Fund Of Funds, Options, Finance
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA
University of Colorado Boulder 1968 — 1972
BA, Finance, Marketing
Western Asset Management July 2006 - Present
Bank of New York Mellon 2001 - 2006
Trust Company of the West 1994 - 2001
Bank of America 1992 - 1994
Jon Douglas Company 1989 - 1994
Capital Insight 1984 - 1989
Cantor Fitzgerald 1977 - 1984
Henry F. Swift & Co. 1974 - 1976
Pacific Stock Exchange, Pacific Clearing Corp. 1973 - 1974
Skills
Financial Modeling, Fixed Income, Hedge Funds, Financial Analysis, Structured Products, Asset Managment, Investments, Alternative Investments, Bloomberg, Mutual Funds, Portfolio Management, Series 7, Securities, Private Equity, Mergers & Acquisitions, Capital Markets, Derivatives, Strategic Financial..., Valuation, Trading, Investment Management, Bonds, Investment Banking, Strategic Planning, Investment Strategies, Corporate Finance, Risk Management, Due Diligence, Asset Allocation, Asset Management, Equities, Financial Services, Trading Systems, Fund Of Funds, Options, Finance
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA
University of Colorado Boulder 1968 — 1972
BA, Finance, Marketing
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
Aaron Guan's Trust Company of the West Experience February 2010 - Present
Job Vice President at TCW
Industry Investment Management
Experience
Trust Company of the West February 2010 - Present
Skills
Bloomberg, Fixed Income, Equities, Asset Management, Alternative Investments, Financial Modeling, Hedge Funds, Financial Analysis, Mutual Funds
Education
UC San Diego 2000 — 2005
BS, Finance/Math
Trust Company of the West February 2010 - Present
Skills
Bloomberg, Fixed Income, Equities, Asset Management, Alternative Investments, Financial Modeling, Hedge Funds, Financial Analysis, Mutual Funds
Education
UC San Diego 2000 — 2005
BS, Finance/Math
Han Tieu's Trust Company of the West Experience 1993 - 1998
Job Bondsoft LLC
Industry Information Technology and Services
Experience
Bondsoft LLC August 1998 - Present
STW Fixed Income Mgmt 2001 - 2009
Western Asset Management 1998 - 2001
Trust Company of the West 1993 - 1998
University of Southern California 1984 - 1993
Education
University of Southern California
Electrical Engineering
Bondsoft LLC August 1998 - Present
STW Fixed Income Mgmt 2001 - 2009
Western Asset Management 1998 - 2001
Trust Company of the West 1993 - 1998
University of Southern California 1984 - 1993
Education
University of Southern California
Electrical Engineering
Narman Murtaza, CFA's Trust Company of the West Experience July 1999 - December 2000
Job Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management January 2012 - Present
Aquila Consulting Services February 2009 - December 2011
Tennenbaum Capital Partners, LLC 2006 - 2008
Mellon Financial 2001 - 2005
Trust Company of the West July 1999 - December 2000
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Asset Management, Private Equity, Bloomberg, Investments, Securities, Portfolio Management, Financial Modeling, Derivatives
Education
University of California, Los Angeles 1995 — 1999
Bachelor of Arts, Business Economics
Oaktree Capital Management January 2012 - Present
Aquila Consulting Services February 2009 - December 2011
Tennenbaum Capital Partners, LLC 2006 - 2008
Mellon Financial 2001 - 2005
Trust Company of the West July 1999 - December 2000
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Asset Management, Private Equity, Bloomberg, Investments, Securities, Portfolio Management, Financial Modeling, Derivatives
Education
University of California, Los Angeles 1995 — 1999
Bachelor of Arts, Business Economics
Leah Kirste's Trust Company of the West Experience
Job Vice President at Trust Company of the West
Industry Financial Services
Experience
Trust Company of the West
Skills
Alternative Investments, Fixed Income, Asset Management, Capital Markets, Equities, Hedge Funds, Derivatives, Bloomberg
Education
University of California, Los Angeles 1984 — 1989
BS, Applied Mathematics
Trust Company of the West
Skills
Alternative Investments, Fixed Income, Asset Management, Capital Markets, Equities, Hedge Funds, Derivatives, Bloomberg
Education
University of California, Los Angeles 1984 — 1989
BS, Applied Mathematics
Rich Schimbor's Trust Company of the West Experience June 2015 - Present
Job TCW Equity Research Analyst Intern
Industry Investment Management
Experience
Trust Company of the West June 2015 - Present
U.S. Bank August 2011 - July 2014
U.S. Bank August 2009 - August 2011
Falcon Point Capital January 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Credit, Corporate Finance, Commercial Banking, Portfolio Management, Credit Risk, Valuation, Cash Management, Finance, Risk Management, Mortgage Lending, Asset Management, Accounting, Due Diligence
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Investment Management
University of California, Berkeley 2005 — 2009
BA, Economics
Trust Company of the West June 2015 - Present
U.S. Bank August 2011 - July 2014
U.S. Bank August 2009 - August 2011
Falcon Point Capital January 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Credit, Corporate Finance, Commercial Banking, Portfolio Management, Credit Risk, Valuation, Cash Management, Finance, Risk Management, Mortgage Lending, Asset Management, Accounting, Due Diligence
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Investment Management
University of California, Berkeley 2005 — 2009
BA, Economics
Kathryn Geller's Trust Company of the West Experience June 2004 - August 2004
Job Consumer Marketing at SkinMedica Inc., An Allergan Company
Industry Cosmetics
Experience
SkinMedica Inc., An Allergan Company April 2015 - Present
Orly International November 2012 - Present
The Color Factory August 2010 - November 2012
Estee Lauder Companies Inc September 2007 - April 2010
Societe Generale January 2006 - May 2006
Trust Company of the West June 2004 - August 2004
Skills
Product Development, Financial Analysis, Manufacturing, Cost Accounting, Budgeting, Excel, Customer Relations, Marketing Strategy, French, Account Management, SAP, Vendor Relations, Budgets, Beauty Industry, Consumer Products, Cosmetics, Fashion, Finance, Forecasting, Marketing, Merchandising, Microsoft Excel, Project Management, Project Planning, Retail, Sales, Strategic Planning
Education
University of California, San Diego 2002 — 2006
B.A, International Studies-Economics; Anthropology and French
Le Lycee de Los Angeles 1989 — 2002
Highschool Diploma
SkinMedica Inc., An Allergan Company April 2015 - Present
Orly International November 2012 - Present
The Color Factory August 2010 - November 2012
Estee Lauder Companies Inc September 2007 - April 2010
Societe Generale January 2006 - May 2006
Trust Company of the West June 2004 - August 2004
Skills
Product Development, Financial Analysis, Manufacturing, Cost Accounting, Budgeting, Excel, Customer Relations, Marketing Strategy, French, Account Management, SAP, Vendor Relations, Budgets, Beauty Industry, Consumer Products, Cosmetics, Fashion, Finance, Forecasting, Marketing, Merchandising, Microsoft Excel, Project Management, Project Planning, Retail, Sales, Strategic Planning
Education
University of California, San Diego 2002 — 2006
B.A, International Studies-Economics; Anthropology and French
Le Lycee de Los Angeles 1989 — 2002
Highschool Diploma
Cybil Vidal's Trust Company of the West Experience May 2002 - July 2002
Job Recent College Graduate in Film Production
Industry Media Production
Experience
ask upon request June 2010 - Present
American Home Center September 2009 - Present
Victoria's December 2008 - January 2009
UC Santa Cruz, Business and Administrative Services 2006 - 2008
Orangewood Housing August 2007 - September 2007
South Gate High School April 2005 - June 2005
Trust Company of the West May 2002 - July 2002
Education
University of California, Santa Cruz 2005 — 2009
BA, Film and Digital Media
ask upon request June 2010 - Present
American Home Center September 2009 - Present
Victoria's December 2008 - January 2009
UC Santa Cruz, Business and Administrative Services 2006 - 2008
Orangewood Housing August 2007 - September 2007
South Gate High School April 2005 - June 2005
Trust Company of the West May 2002 - July 2002
Education
University of California, Santa Cruz 2005 — 2009
BA, Film and Digital Media
Mia Lee's Trust Company of the West Experience September 1992 - October 2000
Job Senior Vice President at California United Bank
Industry Banking
Experience
California United Bank November 2010 - Present
OneWest Bank April 2009 - November 2010
Indymac Bank November 2000 - March 2009
Trust Company of the West September 1992 - October 2000
Skills
Bank Secrecy Act, AML, Compliance, Banking, Operational Risk..., Enterprise Risk..., Credit, Risk Management, Mortgage Lending, Fraud, Investments, USA PATRIOT Act, Financial Risk, OFAC, KYC, Operational Risk, Loans, Governance, Commercial Banking, Anti Money Laundering, Financial Services, Securities, Commercial Lending
Education
University of Southern California
California United Bank November 2010 - Present
OneWest Bank April 2009 - November 2010
Indymac Bank November 2000 - March 2009
Trust Company of the West September 1992 - October 2000
Skills
Bank Secrecy Act, AML, Compliance, Banking, Operational Risk..., Enterprise Risk..., Credit, Risk Management, Mortgage Lending, Fraud, Investments, USA PATRIOT Act, Financial Risk, OFAC, KYC, Operational Risk, Loans, Governance, Commercial Banking, Anti Money Laundering, Financial Services, Securities, Commercial Lending
Education
University of Southern California
Scott Botsford's Trust Company of the West Experience May 2006 - August 2007
Job Director of Acquistions & Asset Mgmt
Industry Real Estate
Experience
Dornin Investment Group April 2012 - Present
Realty Capital Securities June 2009 - July 2011
KBS Capital Markets Group September 2007 - May 2009
Trust Company of the West May 2006 - August 2007
Education
USC 2002 — 2006
Dornin Investment Group April 2012 - Present
Realty Capital Securities June 2009 - July 2011
KBS Capital Markets Group September 2007 - May 2009
Trust Company of the West May 2006 - August 2007
Education
USC 2002 — 2006
Jason Nicholls, CFA's Trust Company of the West Experience 2004 - 2012
Job Senior Vice President, Product at InvestCloud
Industry Financial Services
Experience
InvestCloud 2014 - Present
Westlake Financial Services 2013 - 2014
Trust Company of the West 2004 - 2012
Western Asset Management 2003 - 2004
Credit Suisse First Boston 1998 - 2003
Nomad Software 1996 - 1998
Unisys 1994 - 1996
Skills
CFA, Budgeting, Project Management, Risk Management, Performance Attribution, Financial Analysis, Team Leadership, Derivatives, Equity Research, Equities, Fixed Income, Emerging Markets, Portfolio Management, Trading, Asset Management, Business Intelligence, SQL, Due Diligence, Financial Modeling, Capital Markets, Analytics, Investments, Asset Managment, Financial Risk, Finance, Corporate Finance, Business Analysis, Private Equity, Budgets, Mergers & Acquisitions, Mutual Funds, Investment Management, Analysis, Securities, Asset Allocation
Education
University of Southern California - Marshall School of Business 2011 — 2013
Executive MBA
University of Leeds 1990 — 1994
Masters, Civil Engineering
InvestCloud 2014 - Present
Westlake Financial Services 2013 - 2014
Trust Company of the West 2004 - 2012
Western Asset Management 2003 - 2004
Credit Suisse First Boston 1998 - 2003
Nomad Software 1996 - 1998
Unisys 1994 - 1996
Skills
CFA, Budgeting, Project Management, Risk Management, Performance Attribution, Financial Analysis, Team Leadership, Derivatives, Equity Research, Equities, Fixed Income, Emerging Markets, Portfolio Management, Trading, Asset Management, Business Intelligence, SQL, Due Diligence, Financial Modeling, Capital Markets, Analytics, Investments, Asset Managment, Financial Risk, Finance, Corporate Finance, Business Analysis, Private Equity, Budgets, Mergers & Acquisitions, Mutual Funds, Investment Management, Analysis, Securities, Asset Allocation
Education
University of Southern California - Marshall School of Business 2011 — 2013
Executive MBA
University of Leeds 1990 — 1994
Masters, Civil Engineering
Kelvin Huang's Trust Company of the West Experience January 1997 - April 1999
Job Fixed Income Trader/ Investment Analyst at Macquarie Fund Group
Industry Financial Services
Experience
Macquarie Fund Group March 2003 - Present
Western Asset Management April 1999 - March 2003
Trust Company of the West January 1997 - April 1999
Skills
Equities, Bonds, Hedge Funds, Bloomberg, Fixed Income, Portfolio Management, Securities, Capital Markets, Alternative Investments, Trading, Financial Modeling, Asset Management, Mutual Funds, Valuation, Financial Analysis, Investments
Education
University of California, Los Angeles
BA, Business Economics
Macquarie Fund Group March 2003 - Present
Western Asset Management April 1999 - March 2003
Trust Company of the West January 1997 - April 1999
Skills
Equities, Bonds, Hedge Funds, Bloomberg, Fixed Income, Portfolio Management, Securities, Capital Markets, Alternative Investments, Trading, Financial Modeling, Asset Management, Mutual Funds, Valuation, Financial Analysis, Investments
Education
University of California, Los Angeles
BA, Business Economics
Grace Ansani's Trust Company of the West Experience June 2009 - January 2010
Job Student
Industry Public Relations and Communications
Experience
Peace Corps March 2012 - April 2014
SRO Housing Corporation July 2011 - January 2012
Discovery Land Company January 2011 - May 2011
Trust Company of the West June 2009 - January 2010
Skills
Public Relations, Social Media, Writing, Microsoft Office, Photoshop, HTML, Non-profits, Nonprofits, Blogging, Press Releases, Spanish
Education
University of Southern California 2007 — 2011
Bachelor of Arts (BA), Public Relations, Human Rights, Spanish
Peace Corps March 2012 - April 2014
SRO Housing Corporation July 2011 - January 2012
Discovery Land Company January 2011 - May 2011
Trust Company of the West June 2009 - January 2010
Skills
Public Relations, Social Media, Writing, Microsoft Office, Photoshop, HTML, Non-profits, Nonprofits, Blogging, Press Releases, Spanish
Education
University of Southern California 2007 — 2011
Bachelor of Arts (BA), Public Relations, Human Rights, Spanish
Lea Zachry's Trust Company of the West Experience September 1998 - November 2001
Job Field Sales Associate at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance April 2012 - Present
Carlisle Gallagher Consulting June 2010 - February 2012
Multi-Funds, Inc. May 2008 - February 2009
Claymore Securities August 2005 - October 2007
Thompson Siegel and Walmsley November 2001 - August 2005
Trust Company of the West September 1998 - November 2001
Regent Investor Services/Alliance Capital Management December 1996 - November 1998
Skills
Series 7, Series 66, Life and Health..., CFP, Sold seperately managed..., ETF's, Mutual funds, Retirement Benefits for..., Marketing, Uniform Combined State..., Investments, Separately Managed..., Mutual Funds, Life Insurance, Certified Financial..., Management, ETFs, 401k
Education
Union University 1971 — 1975
B.S., Sociology, Psychology
State Farm Insurance April 2012 - Present
Carlisle Gallagher Consulting June 2010 - February 2012
Multi-Funds, Inc. May 2008 - February 2009
Claymore Securities August 2005 - October 2007
Thompson Siegel and Walmsley November 2001 - August 2005
Trust Company of the West September 1998 - November 2001
Regent Investor Services/Alliance Capital Management December 1996 - November 1998
Skills
Series 7, Series 66, Life and Health..., CFP, Sold seperately managed..., ETF's, Mutual funds, Retirement Benefits for..., Marketing, Uniform Combined State..., Investments, Separately Managed..., Mutual Funds, Life Insurance, Certified Financial..., Management, ETFs, 401k
Education
Union University 1971 — 1975
B.S., Sociology, Psychology
Nate Mink's Trust Company of the West Experience June 2007 - Present
Job VP Performance Analytics at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West June 2007 - Present
Wilshire Associates 2006 - 2007
Skills
Portfolio Management, Microsoft Excel, Investments, Equities, Asset Management, Fixed Income, Alternative Investments, Asset Allocation, Financial Analysis, Mutual Funds, Financial Modeling, Investment Strategies, Capital Markets
Education
University of Idaho 1995 — 2000
Bachelor of Science (BS), Economics
University of Idaho 1995 — 2000
Bachelor of Science (BS), Finance, General
Trust Company of the West June 2007 - Present
Wilshire Associates 2006 - 2007
Skills
Portfolio Management, Microsoft Excel, Investments, Equities, Asset Management, Fixed Income, Alternative Investments, Asset Allocation, Financial Analysis, Mutual Funds, Financial Modeling, Investment Strategies, Capital Markets
Education
University of Idaho 1995 — 2000
Bachelor of Science (BS), Economics
University of Idaho 1995 — 2000
Bachelor of Science (BS), Finance, General
Gene Ko's Trust Company of the West Experience 1998 - 2000
Job at Columbus Hill
Industry Investment Management
Experience
Columbus Hill 2010 - Present
UBS 2006 - August 2010
Satellite Asset Management 2000 - 2005
Trust Company of the West 1998 - 2000
Salomon Smith Barney 1996 - 1998
Skills
Alternative Investments, Equity Research, Fixed Income, Equities, High Yield
Education
University of Pennsylvania - The Wharton School
Columbus Hill 2010 - Present
UBS 2006 - August 2010
Satellite Asset Management 2000 - 2005
Trust Company of the West 1998 - 2000
Salomon Smith Barney 1996 - 1998
Skills
Alternative Investments, Equity Research, Fixed Income, Equities, High Yield
Education
University of Pennsylvania - The Wharton School
Shatel Graves's Trust Company of the West Experience November 2005 - March 2008
Job VoicePro Reservations Team Lead at TravelClick
Industry Hospitality
Experience
TravelClick September 2015 - Present
TravelClick August 2014 - September 2015
TravelClick December 2011 - August 2014
Viacom August 2009 - October 2012
MF Global October 2009 - November 2011
Newsweek April 2008 - September 2009
Trust Company of the West November 2005 - March 2008
United Stations Radio Networks August 2004 - June 2005
Skills
Outlook, Travel Arrangements, PowerPoint, Human Resources, Administrative..., Office Management, Budgets, Office Administration, Event Planning, Leadership, Sales, Marketing, Customer Service, Management, Microsoft Excel, Analysis, Microsoft Office, Social Media, Event Management
Education
University of Central Florida – Rosen College of Hospitality Management 2014 — 2016
Hospitality and Tourism Management MS, Hospitality and Tourism
University at Albany, SUNY 2000 — 2004
BA, Communication
TravelClick September 2015 - Present
TravelClick August 2014 - September 2015
TravelClick December 2011 - August 2014
Viacom August 2009 - October 2012
MF Global October 2009 - November 2011
Newsweek April 2008 - September 2009
Trust Company of the West November 2005 - March 2008
United Stations Radio Networks August 2004 - June 2005
Skills
Outlook, Travel Arrangements, PowerPoint, Human Resources, Administrative..., Office Management, Budgets, Office Administration, Event Planning, Leadership, Sales, Marketing, Customer Service, Management, Microsoft Excel, Analysis, Microsoft Office, Social Media, Event Management
Education
University of Central Florida – Rosen College of Hospitality Management 2014 — 2016
Hospitality and Tourism Management MS, Hospitality and Tourism
University at Albany, SUNY 2000 — 2004
BA, Communication
Mark Sellin's Trust Company of the West Experience June 2006 - Present
Job Business Analyst at Trust Company of the West
Industry Financial Services
Experience
Trust Company of the West June 2006 - Present
PORTFOLIO MANAGEMENT SOFTWARE ALLIANCE March 2001 - March 2006
PACIFIC FINANCIAL RESEARCH May 1984 - March 2006
PERIANNATH PRODUCTIONS May 2000 - February 2001
MONCHIK-WEBER OF CALIFORNIA September 1982 - May 1984
Skills
Trading Systems, Portfolio Management, Performance Measurement, Equities, Data Feeds, Asset Management, Equity Research, Bloomberg, Alternative Investments, Hedge Funds, Securities, Mutual Funds, Fixed Income, Derivatives, SDLC, Capital Markets, Business Analysis
Education
University of California, Los Angeles 1977 — 1982
B.A., Biology
Trust Company of the West June 2006 - Present
PORTFOLIO MANAGEMENT SOFTWARE ALLIANCE March 2001 - March 2006
PACIFIC FINANCIAL RESEARCH May 1984 - March 2006
PERIANNATH PRODUCTIONS May 2000 - February 2001
MONCHIK-WEBER OF CALIFORNIA September 1982 - May 1984
Skills
Trading Systems, Portfolio Management, Performance Measurement, Equities, Data Feeds, Asset Management, Equity Research, Bloomberg, Alternative Investments, Hedge Funds, Securities, Mutual Funds, Fixed Income, Derivatives, SDLC, Capital Markets, Business Analysis
Education
University of California, Los Angeles 1977 — 1982
B.A., Biology
Jeremy Schwartz's Trust Company of the West Experience 1997 - 1999
Job Vice President Of Finance at Kayne Anderson Capital Advisors
Industry Financial Services
Experience
Kayne Anderson Capital Advisors March 2012 - Present
Kayne Anderson Capital Advisors November 2009 - March 2012
DVS Intelestream August 2008 - August 2009
Allied Capital July 2005 - August 2008
Gryphon Investors July 2001 - December 2004
Bain Capital October 1998 - July 2001
trust company of the west 1997 - 1999
Trust Company of the West May 1997 - October 1998
Bain & Company June 1995 - May 1997
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Management
Kayne Anderson Capital Advisors March 2012 - Present
Kayne Anderson Capital Advisors November 2009 - March 2012
DVS Intelestream August 2008 - August 2009
Allied Capital July 2005 - August 2008
Gryphon Investors July 2001 - December 2004
Bain Capital October 1998 - July 2001
trust company of the west 1997 - 1999
Trust Company of the West May 1997 - October 1998
Bain & Company June 1995 - May 1997
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Management
Weiler V's Trust Company of the West Experience March 1995 - Present
Job Portfolio Manager Leveraged Finance at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West March 1995 - Present
Crescent Capital Corporation/Trust Company of the West 1992 - Present
Education
University of Pennsylvania - The Wharton School 1982 — 1986
BS, Finance, Management
Trust Company of the West March 1995 - Present
Crescent Capital Corporation/Trust Company of the West 1992 - Present
Education
University of Pennsylvania - The Wharton School 1982 — 1986
BS, Finance, Management
Clark Miller's Trust Company of the West Experience May 2006 - August 2006
Job Assistant Vice President
Industry Banking
Experience
Union Bank June 2008 - Present
Western Asset Management June 2007 - August 2007
Trust Company of the West May 2006 - August 2006
Skills
Credit, Financial Modeling, Credit Analysis, Financial Analysis, Credit Risk, Portfolio Management, Customer Service, Banking, Corporate Finance, Valuation, Financial Structuring, Investment Banking, Capital Markets, Structured Finance
Education
University of Southern California 2005 — 2008
B.S., Business Administration
Union Bank June 2008 - Present
Western Asset Management June 2007 - August 2007
Trust Company of the West May 2006 - August 2006
Skills
Credit, Financial Modeling, Credit Analysis, Financial Analysis, Credit Risk, Portfolio Management, Customer Service, Banking, Corporate Finance, Valuation, Financial Structuring, Investment Banking, Capital Markets, Structured Finance
Education
University of Southern California 2005 — 2008
B.S., Business Administration
Robert Weiler's Trust Company of the West Experience August 1998 - August 2007
Job Associate Dean at UCLA Anderson School of Management
Industry Higher Education
Experience
UCLA Anderson School of Management September 2007 - Present
Trust Company of the West August 1998 - August 2007
UBS June 1996 - July 1998
Schroder Wertheim May 1994 - April 1996
Goldman Sachs June 1991 - April 1994
Carnation Company July 1986 - August 1989
Skills
Investments, Financial Analysis, Entrepreneurship, Equities, Asset Management, Business Strategy, Portfolio Management, Competitive Analysis, Capital Markets, General Management, Career Counseling, Marketing, Sales Management, Private Equity, Financial Modeling, Venture Capital
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance
University of Virginia 1982 — 1986
BA, Economics
UCLA Anderson School of Management September 2007 - Present
Trust Company of the West August 1998 - August 2007
UBS June 1996 - July 1998
Schroder Wertheim May 1994 - April 1996
Goldman Sachs June 1991 - April 1994
Carnation Company July 1986 - August 1989
Skills
Investments, Financial Analysis, Entrepreneurship, Equities, Asset Management, Business Strategy, Portfolio Management, Competitive Analysis, Capital Markets, General Management, Career Counseling, Marketing, Sales Management, Private Equity, Financial Modeling, Venture Capital
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance
University of Virginia 1982 — 1986
BA, Economics
Ken Westdorp's Trust Company of the West Experience September 2006 - May 2007
Job Software Engineer at Yahoo
Industry Computer Software
Experience
Yahoo November 2013 - Present
Southern California Edison April 2011 - May 2013
Mercer May 2007 - January 2011
Trust Company of the West September 2006 - May 2007
University of Southern California August 2005 - September 2006
Nihon University June 2006 - August 2006
American Express Financial Advisors August 2002 - August 2003
Skills
Fixed Income, VBA, Python, C#, SQL, P&L Analysis, Benchmarking, Risk Management, Asset Management, Financial Modeling, Commodity, Equities, Derivatives, Valuation, Investments, Financial Analysis, Quantitative Analytics, HTML 5, CSS3, jQuery, jQuery Mobile, PHP, CodeIgniter, AJAX, MVC, Ruby, Ruby on Rails, JavaScript, Version Control, Git, Github, R, SAS, CSS, Finance, Strategy, Mergers & Acquisitions, Storytelling, Analysis
Education
University of Southern California
Master of Science (MS), Mathematical Finance
University of Southern California
Bachelor of Science (BS), Economics/Mathematics
UCLA Extension
Applications Programming Certificate with Concentration in C# .NET
Yahoo November 2013 - Present
Southern California Edison April 2011 - May 2013
Mercer May 2007 - January 2011
Trust Company of the West September 2006 - May 2007
University of Southern California August 2005 - September 2006
Nihon University June 2006 - August 2006
American Express Financial Advisors August 2002 - August 2003
Skills
Fixed Income, VBA, Python, C#, SQL, P&L Analysis, Benchmarking, Risk Management, Asset Management, Financial Modeling, Commodity, Equities, Derivatives, Valuation, Investments, Financial Analysis, Quantitative Analytics, HTML 5, CSS3, jQuery, jQuery Mobile, PHP, CodeIgniter, AJAX, MVC, Ruby, Ruby on Rails, JavaScript, Version Control, Git, Github, R, SAS, CSS, Finance, Strategy, Mergers & Acquisitions, Storytelling, Analysis
Education
University of Southern California
Master of Science (MS), Mathematical Finance
University of Southern California
Bachelor of Science (BS), Economics/Mathematics
UCLA Extension
Applications Programming Certificate with Concentration in C# .NET
Andy Jurkowski's Trust Company of the West Experience June 2005 - September 2005
Job Ares Management Private Equity
Industry Investment Management
Experience
Ares Management August 2006 - Present
Trust Company of the West June 2005 - September 2005
Madison Dearborn Partners 2002 - 2004
Morgan Stanley July 2000 - July 2002
Skills
Private Equity, Investment Banking, Due Diligence, Mergers
Education
UCLA Anderson School of Management 2004 — 2006
MBA, Finance
University of Notre Dame 1996 — 2000
BBA, Finance
Ares Management August 2006 - Present
Trust Company of the West June 2005 - September 2005
Madison Dearborn Partners 2002 - 2004
Morgan Stanley July 2000 - July 2002
Skills
Private Equity, Investment Banking, Due Diligence, Mergers
Education
UCLA Anderson School of Management 2004 — 2006
MBA, Finance
University of Notre Dame 1996 — 2000
BBA, Finance
Angela Caliri's Trust Company of the West Experience September 2009 - August 2010
Job Analyst at DoubleLine Capital
Industry Financial Services
Experience
DoubleLine Capital October 2011 - Present
Trust Company of the West September 2009 - August 2010
20th Century Fox June 2009 - August 2009
The Princeton Review June 2008 - August 2009
Skills
Bloomberg, Matlab, Fixed Income, Microsoft Excel, PowerPoint, CLO, Microsoft Word, Spanish, C++, Data Analysis, Financial Modeling, Asset Management, Investments, Valuation, Quantitative Finance, Microsoft Office, Statistics, Equities
Education
University of Southern California 2010 — 2011
Masters of Science, Mathematical Finance
University of Southern California 2006 — 2009
Bachelors of Arts, Mathematics
2015 Level II Candidate in the CFA Program
DoubleLine Capital October 2011 - Present
Trust Company of the West September 2009 - August 2010
20th Century Fox June 2009 - August 2009
The Princeton Review June 2008 - August 2009
Skills
Bloomberg, Matlab, Fixed Income, Microsoft Excel, PowerPoint, CLO, Microsoft Word, Spanish, C++, Data Analysis, Financial Modeling, Asset Management, Investments, Valuation, Quantitative Finance, Microsoft Office, Statistics, Equities
Education
University of Southern California 2010 — 2011
Masters of Science, Mathematical Finance
University of Southern California 2006 — 2009
Bachelors of Arts, Mathematics
2015 Level II Candidate in the CFA Program
Julia Juwono's Trust Company of the West Experience August 1999 - June 2004
Job
Industry Hospital & Health Care
Experience
Prescription Solutions September 2007 - June 2009
B. Riley & Co. July 2004 - July 2005
Trust Company of the West August 1999 - June 2004
USC-Advanced Biotelecommunications and Bioinformatics Center January 1998 - August 1999
Education
University of Southern California - Marshall School of Business 2004 — 2006
Master of Business Administration (MBA), Finance and Marketing
University of Southern California
Bachelor of Arts, Biology
Prescription Solutions September 2007 - June 2009
B. Riley & Co. July 2004 - July 2005
Trust Company of the West August 1999 - June 2004
USC-Advanced Biotelecommunications and Bioinformatics Center January 1998 - August 1999
Education
University of Southern California - Marshall School of Business 2004 — 2006
Master of Business Administration (MBA), Finance and Marketing
University of Southern California
Bachelor of Arts, Biology
Tony Optican's Trust Company of the West Experience 1993 - 1995
Job Media Executive
Industry Entertainment
Experience
FREMANTLE MEDIA NORTH AMERICA 2009 - 2013
SYFY CHANNEL 2003 - 2009
FOX BROADCASTING COMPANY 1999 - 2003
MGM WORLDWIDE TELEVISION GROUP 1995 - 1998
TRUST COMPANY OF THE WEST 1993 - 1995
CREATIVE ARTISTS AGENCY 1990 - 1993
PAINE WEBBER 1989 - 1990
Skills
Entertainment, Television, Digital Media, Broadcast Television, Content Strategy, Media Production, Strategic Planning, Drama, Comedy, New Media, Producing, Reality, Film, Post Production, Screenwriting, Team Building, Strategic Partnerships, Business Development, Broadcast, Creative Direction, Publicity, Web Video, Reality TV
Education
University of Pennsylvania
Bachelor of Arts, Biomedical Anthropology
FREMANTLE MEDIA NORTH AMERICA 2009 - 2013
SYFY CHANNEL 2003 - 2009
FOX BROADCASTING COMPANY 1999 - 2003
MGM WORLDWIDE TELEVISION GROUP 1995 - 1998
TRUST COMPANY OF THE WEST 1993 - 1995
CREATIVE ARTISTS AGENCY 1990 - 1993
PAINE WEBBER 1989 - 1990
Skills
Entertainment, Television, Digital Media, Broadcast Television, Content Strategy, Media Production, Strategic Planning, Drama, Comedy, New Media, Producing, Reality, Film, Post Production, Screenwriting, Team Building, Strategic Partnerships, Business Development, Broadcast, Creative Direction, Publicity, Web Video, Reality TV
Education
University of Pennsylvania
Bachelor of Arts, Biomedical Anthropology
Allison Long Pettine's Trust Company of the West Experience 2011 - 2011
Job Founder & President at Crescent Ridge Partners
Industry Venture Capital & Private Equity
Experience
Seed San Diego January 2015 - Present
Crescent Ridge Partners 2012 - Present
Trust Company of the West 2011 - 2011
Viscogliosi Brothers, LLC 2005 - 2010
Paradigm Spine LLC 2004 - 2010
Skills
Product Management, Business Development, Commercialization, Product Development, Marketing Strategy, Financial Modeling, Strategic Planning, Business Strategy, Entrepreneurship, Competitive Analysis, Strategy, Medical Devices, Product Launch, Valuation, Due Diligence, R&D, Venture Capital, Private Equity, Corporate Development, Analytics
Education
UCLA ANDERSON SCHOOL OF MANAGEMENT
M.B.A, Corporate Strategy & International Business
School of Management at Fudan University
M.B.A, International Exchange
UCSD
B.S; B.A, Management Science; Psychology
Seed San Diego January 2015 - Present
Crescent Ridge Partners 2012 - Present
Trust Company of the West 2011 - 2011
Viscogliosi Brothers, LLC 2005 - 2010
Paradigm Spine LLC 2004 - 2010
Skills
Product Management, Business Development, Commercialization, Product Development, Marketing Strategy, Financial Modeling, Strategic Planning, Business Strategy, Entrepreneurship, Competitive Analysis, Strategy, Medical Devices, Product Launch, Valuation, Due Diligence, R&D, Venture Capital, Private Equity, Corporate Development, Analytics
Education
UCLA ANDERSON SCHOOL OF MANAGEMENT
M.B.A, Corporate Strategy & International Business
School of Management at Fudan University
M.B.A, International Exchange
UCSD
B.S; B.A, Management Science; Psychology
Kristine Smith's Trust Company of the West Experience May 1996 - February 2013
Job Equity Analyst at DoubleLine Capital
Industry Investment Management
Experience
DoubleLine Capital February 2013 - Present
Trust Company of the West May 1996 - February 2013
Skills
CFA, Alternative Investments, Chartered Financial..., Investments, Equities, Asset Managment, Valuation, Bloomberg, Equity Research, Financial Modeling
Education
UCLA
DoubleLine Capital February 2013 - Present
Trust Company of the West May 1996 - February 2013
Skills
CFA, Alternative Investments, Chartered Financial..., Investments, Equities, Asset Managment, Valuation, Bloomberg, Equity Research, Financial Modeling
Education
UCLA
Jefferson Hwang's Trust Company of the West Experience June 2010 - August 2010
Job Software Engineer at Neustar, Inc.
Industry Computer Software
Experience
Neustar, Inc. April 2015 - Present
MadCap Software, Inc. September 2012 - March 2015
DUMA July 2012 - August 2012
FanBox May 2012 - June 2012
Elekta May 2011 - August 2011
Trust Company of the West June 2010 - August 2010
Washington University in St. Louis June 2009 - December 2009
City of Coral Gables June 2008 - August 2008
Skills
Software, C++, Java, C#, SQL, SharePoint, Microsoft SQL Server, SaaS, .NET, Software Development
Education
Washington University in St. Louis 2008 — 2012
BS, Computer Science
Ransom Everglades
UCSD
Neustar, Inc. April 2015 - Present
MadCap Software, Inc. September 2012 - March 2015
DUMA July 2012 - August 2012
FanBox May 2012 - June 2012
Elekta May 2011 - August 2011
Trust Company of the West June 2010 - August 2010
Washington University in St. Louis June 2009 - December 2009
City of Coral Gables June 2008 - August 2008
Skills
Software, C++, Java, C#, SQL, SharePoint, Microsoft SQL Server, SaaS, .NET, Software Development
Education
Washington University in St. Louis 2008 — 2012
BS, Computer Science
Ransom Everglades
UCSD
Lauren Culver's Trust Company of the West Experience November 2006 - March 2014
Job Associate Vice President, Senior Client Service Associate at Atlantic Trust Private Wealth Management
Industry Investment Management
Experience
Atlantic Trust Private Wealth Management June 2015 - Present
Camden Asset Management, LP April 2014 - March 2015
Trust Company of the West November 2006 - March 2014
UBS Financial Services, Inc. August 2005 - October 2006
Skills
Series 7, Series 66, Alternative Investments, Investments, Fixed Income, Mutual Funds, Series 63, Investment Strategies, Uniform Combined State..., Asset Managment, Equities, Asset Allocation, Bloomberg, Capital Markets, Client Services, Derivatives, Emerging Markets, Equity Research, Financial Services, Hedge Funds, Investment Advisory, Investment Management, Portfolio Management, Private Equity, Securities, Wealth Management, Asset Management
Education
University of California, Berkeley 2001 — 2005
BA, Sociology
Atlantic Trust Private Wealth Management June 2015 - Present
Camden Asset Management, LP April 2014 - March 2015
Trust Company of the West November 2006 - March 2014
UBS Financial Services, Inc. August 2005 - October 2006
Skills
Series 7, Series 66, Alternative Investments, Investments, Fixed Income, Mutual Funds, Series 63, Investment Strategies, Uniform Combined State..., Asset Managment, Equities, Asset Allocation, Bloomberg, Capital Markets, Client Services, Derivatives, Emerging Markets, Equity Research, Financial Services, Hedge Funds, Investment Advisory, Investment Management, Portfolio Management, Private Equity, Securities, Wealth Management, Asset Management
Education
University of California, Berkeley 2001 — 2005
BA, Sociology
Allan Toole's Trust Company of the West Experience 1995 - 2009
Job CRO at ORIX USA
Industry Financial Services
Experience
ORIX USA 2011 - Present
KKR 2010 - 2011
DoubleLine Capital 2009 - 2010
Trust Company of the West 1995 - 2009
Tenet Healthcare / National Medical Enterprises 1991 - 1995
Skills
Asset Managment, Investments, Alternative Investments, Risk Management, Mutual Funds, Hedge Funds, Business Development, Portfolio Management, Asset Allocation, Asset Management, Private Equity, Structured Finance, Investment Management, Financial Modeling, Capital Markets, Fixed Income, Due Diligence, Financial Risk, Valuation, Equities, Derivatives, Finance, Securities, Investment Banking, Bloomberg, Corporate Finance, Structured Products, Emerging Markets, Trading, Financial Services, Investment Strategies, Financial Markets, Fund Of Funds, Financial Structuring, Equity Research, Bonds, Investment Advisory, Investor Relations, Leveraged Finance, Series 7, Options, Credit Derivatives, Wealth Management
Education
University of Southern California - Marshall School of Business
MBA
University of Southern California
BS
New Canaan High School
ORIX USA 2011 - Present
KKR 2010 - 2011
DoubleLine Capital 2009 - 2010
Trust Company of the West 1995 - 2009
Tenet Healthcare / National Medical Enterprises 1991 - 1995
Skills
Asset Managment, Investments, Alternative Investments, Risk Management, Mutual Funds, Hedge Funds, Business Development, Portfolio Management, Asset Allocation, Asset Management, Private Equity, Structured Finance, Investment Management, Financial Modeling, Capital Markets, Fixed Income, Due Diligence, Financial Risk, Valuation, Equities, Derivatives, Finance, Securities, Investment Banking, Bloomberg, Corporate Finance, Structured Products, Emerging Markets, Trading, Financial Services, Investment Strategies, Financial Markets, Fund Of Funds, Financial Structuring, Equity Research, Bonds, Investment Advisory, Investor Relations, Leveraged Finance, Series 7, Options, Credit Derivatives, Wealth Management
Education
University of Southern California - Marshall School of Business
MBA
University of Southern California
BS
New Canaan High School
Erick Coan's Trust Company of the West Experience May 2004 - Present
Job Senior Vice President at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West May 2004 - Present
Skills
Alternative Investments, Separately Managed..., Mutual Funds, Series 7, Fixed Income, Asset Management, Asset Allocation, Investments, Series 63, Portfolio Management, Equities
Education
University of Dayton 1989 — 1993
Bachelor of Science (B.S.), Finance, General
Trust Company of the West May 2004 - Present
Skills
Alternative Investments, Separately Managed..., Mutual Funds, Series 7, Fixed Income, Asset Management, Asset Allocation, Investments, Series 63, Portfolio Management, Equities
Education
University of Dayton 1989 — 1993
Bachelor of Science (B.S.), Finance, General
Ines Aghamir's Trust Company of the West Experience Senior Client Services AssociateTrust Company of the WestJune 2001 - Present
Job Senior Client Services Associate at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West Senior Client Services AssociateTrust Company of the WestJune 2001 - Present
Education
University of Southern California 1999 — 2002
Bachelor of Arts (BA), Finance, General
Trust Company of the West Senior Client Services AssociateTrust Company of the WestJune 2001 - Present
Education
University of Southern California 1999 — 2002
Bachelor of Arts (BA), Finance, General
Bob Hanisee's Trust Company of the West Experience May 1990 - Present
Job Retired at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West May 1990 - Present
Trust Company of the West April 1990 - Present
Crowell, Weedon & Co. June 1980 - April 1990
Seidler AMDEC Securities 1980 - 1990
Skills
Chartered Financial..., Member, Board of..., Member, board of..., Member, board of..., Member Board of...
Education
University of California, Berkeley 1964 — 1965
Master's degree, Economics
Cal State Northridge 1963 — 1965
Bachelor of Arts (B.A.), Economics
Trust Company of the West May 1990 - Present
Trust Company of the West April 1990 - Present
Crowell, Weedon & Co. June 1980 - April 1990
Seidler AMDEC Securities 1980 - 1990
Skills
Chartered Financial..., Member, Board of..., Member, board of..., Member, board of..., Member Board of...
Education
University of California, Berkeley 1964 — 1965
Master's degree, Economics
Cal State Northridge 1963 — 1965
Bachelor of Arts (B.A.), Economics
Doug Rao's Trust Company of the West Experience 2000 - 2005
Job Portfolio Manager at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group Portfolio ManagerMarsico Capital Management2005 - 2012
Trust Company of the West 2000 - 2005
Education
UCLA Anderson School of Management
University of Virginia
Janus Capital Group Portfolio ManagerMarsico Capital Management2005 - 2012
Trust Company of the West 2000 - 2005
Education
UCLA Anderson School of Management
University of Virginia
Marco Adan's Trust Company of the West Experience May 1990 - October 1996
Job Assistant Vice President at Oaktree Capital Management, L.P.
Industry Investment Management
Experience
Oaktree Capital Management Assistant Vice PresidentOaktree Capital Management, L.P.June 2006 - Present
Shea Ventures May 1998 - May 2006
Trust Company of the West May 1990 - October 1996
BDO Seidman January 1989 - April 1990
Education
University of Southern California 1985 — 1988
Bachelor’s Degree, Business Administration / Accounting, 3.3
University of Southern California 1985 — 1988
Bachelor of Science (B.S.), Accounting and Finance
Oaktree Capital Management Assistant Vice PresidentOaktree Capital Management, L.P.June 2006 - Present
Shea Ventures May 1998 - May 2006
Trust Company of the West May 1990 - October 1996
BDO Seidman January 1989 - April 1990
Education
University of Southern California 1985 — 1988
Bachelor’s Degree, Business Administration / Accounting, 3.3
University of Southern California 1985 — 1988
Bachelor of Science (B.S.), Accounting and Finance
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management