WCM Investment Management
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WCM Investment Management Employees
Employee
Years
Job
Industry
Yuwei Cai Yuwei Cai's WCM Investment Management Experience August 2014 - March 2015
Job Investment Banking Intern at CB Capital Partners
Industry Investment Banking
Experience
CB Capital Partners August 2015 - Present
Meritus Payment Solutions an Optimal Payments Company June 2015 - Present
WCM Investment Management August 2014 - March 2015
Freddie Mac May 2014 - August 2014
Campus Village Housing, UC Irvine September 2013 - May 2014
Bren Events Center, UC Irvine October 2012 - July 2013
Dalian Tongtie Thermodynamics Co., Ltd. July 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Leadership, Microsoft Excel, Data Analysis, Financial Accounting, Research, Microsoft PowerPoint, SQL, Investments, Microsoft Access, Teamwork, Event Planning, Budgeting, Microsoft Word, PowerPoint, Social Networking, Risk Management, Access, Time Management
Education
University of California, Irvine - The Paul Merage School of Business 2012 — 2015
Bachelor of Arts (B.A.), Business Administration
CB Capital Partners August 2015 - Present
Meritus Payment Solutions an Optimal Payments Company June 2015 - Present
WCM Investment Management August 2014 - March 2015
Freddie Mac May 2014 - August 2014
Campus Village Housing, UC Irvine September 2013 - May 2014
Bren Events Center, UC Irvine October 2012 - July 2013
Dalian Tongtie Thermodynamics Co., Ltd. July 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Leadership, Microsoft Excel, Data Analysis, Financial Accounting, Research, Microsoft PowerPoint, SQL, Investments, Microsoft Access, Teamwork, Event Planning, Budgeting, Microsoft Word, PowerPoint, Social Networking, Risk Management, Access, Time Management
Education
University of California, Irvine - The Paul Merage School of Business 2012 — 2015
Bachelor of Arts (B.A.), Business Administration
Corbin Karl Corbin Karl's WCM Investment Management Experience May 2011 - August 2011
Job Strategic Business Consultant At Worldwide Express
Industry Logistics and Supply Chain
Experience
Worldwide Express January 2013 - Present
Pundit Tracker December 2011 - May 2013
Bose Corporation June 2012 - January 2013
WCM Investment Management May 2011 - August 2011
Cornerstone Golf May 2009 - August 2009
Miles The Auto Spa November 2007 - May 2009
Skills
Marketing Strategy, Social Media Marketing, Investments, Market Research, Marketing, Microsoft Excel, Sales, Asset Managment, Direct Sales, Portfolio Management, PowerPoint, Account Management, Sales Presentations, Investment Strategies, Equity Research, UPS Shipping, Research, Analytics, Transportation, B2B, Freight Transportation, Analysis, Asset Management, Customer Service
Education
University of Alabama 2007 — 2011
BS Arts & Sciences, History
Worldwide Express January 2013 - Present
Pundit Tracker December 2011 - May 2013
Bose Corporation June 2012 - January 2013
WCM Investment Management May 2011 - August 2011
Cornerstone Golf May 2009 - August 2009
Miles The Auto Spa November 2007 - May 2009
Skills
Marketing Strategy, Social Media Marketing, Investments, Market Research, Marketing, Microsoft Excel, Sales, Asset Managment, Direct Sales, Portfolio Management, PowerPoint, Account Management, Sales Presentations, Investment Strategies, Equity Research, UPS Shipping, Research, Analytics, Transportation, B2B, Freight Transportation, Analysis, Asset Management, Customer Service
Education
University of Alabama 2007 — 2011
BS Arts & Sciences, History
Nelson E. Farias Nelson E. Farias's WCM Investment Management Experience December 2004 - Present
Job Portfolio Associate/Portfolio Manager
Industry Investment Management
Experience
WCM Investment Management December 2004 - Present
First American Capital Management 2000 - 2004
Metropolitan West Capital Management, LLC 1999 - 2000
Pacific Investment Management Company (PIMCO) 1998 - 1999
Macy's 1990 - 1998
Education
University of California, Irvine 1989 — 1993
BA, Economics
WCM Investment Management December 2004 - Present
First American Capital Management 2000 - 2004
Metropolitan West Capital Management, LLC 1999 - 2000
Pacific Investment Management Company (PIMCO) 1998 - 1999
Macy's 1990 - 1998
Education
University of California, Irvine 1989 — 1993
BA, Economics
Andrew Wiechert Andrew Wiechert's WCM Investment Management Experience September 2007 - Present
Job Trading/Operations Manager at WCM Investment Management
Industry Investment Management
Experience
WCM Investment Management September 2007 - Present
BNY Mellon February 2007 - September 2007
Skills
Portfolio Management, Asset Management, Technical Analysis, Quantitative Analysis, Equities, Investments, Derivatives, Wealth Management, Microsoft Office, Excel
Education
University of California, San Diego 2002 — 2006
BS, Management Science (Economics)
San Clemente High School
WCM Investment Management September 2007 - Present
BNY Mellon February 2007 - September 2007
Skills
Portfolio Management, Asset Management, Technical Analysis, Quantitative Analysis, Equities, Investments, Derivatives, Wealth Management, Microsoft Office, Excel
Education
University of California, San Diego 2002 — 2006
BS, Management Science (Economics)
San Clemente High School
Cindy Sheek Cindy Sheek's WCM Investment Management Experience January 2010 - May 2012
Job Web Developer
Industry Computer Software
Experience
Your Store Wizards October 2014 - Present
Textus Consulting January 2010 - Present
eStream.com December 2011 - October 2014
WCM Investment Management January 2010 - May 2012
PB Systems April 2011 - December 2011
Irvine Valley College March 2009 - September 2009
Skills
MySQL, Web Applications, PHP, Web Services, jQuery, Web Development, Apache, Windows, Linux, MVC, HTML, Joomla, WordPress, XML, ColdFusion, jQuery Mobile, HTML 5, CSS 3, Magento
Education
University of California, Irvine 1982 — 1986
BS, Computer Science
Your Store Wizards October 2014 - Present
Textus Consulting January 2010 - Present
eStream.com December 2011 - October 2014
WCM Investment Management January 2010 - May 2012
PB Systems April 2011 - December 2011
Irvine Valley College March 2009 - September 2009
Skills
MySQL, Web Applications, PHP, Web Services, jQuery, Web Development, Apache, Windows, Linux, MVC, HTML, Joomla, WordPress, XML, ColdFusion, jQuery Mobile, HTML 5, CSS 3, Magento
Education
University of California, Irvine 1982 — 1986
BS, Computer Science
Kurt Winrich's WCM Investment Management Experience August 1984 - Present
Job Principal, WCM Investment Management
Industry Financial Services
Experience
WCM Investment Management August 1984 - Present
Hughes Electronics January 1975 - July 1984
Skills
Asset Managment, Portfolio Management, Investments, Wealth Management, Equities
Education
Stanford University 1976 — 1980
MS, Electrical Engineering
Westmont College 1972 — 1976
BA, Physical Science
WCM Investment Management August 1984 - Present
Hughes Electronics January 1975 - July 1984
Skills
Asset Managment, Portfolio Management, Investments, Wealth Management, Equities
Education
Stanford University 1976 — 1980
MS, Electrical Engineering
Westmont College 1972 — 1976
BA, Physical Science
Kenny Back Kenny Back's WCM Investment Management Experience June 2014 - August 2014
Job Disney College Program Intern
Industry
Experience
The Walt Disney Company August 2015 - Present
WCM Investment Management June 2014 - August 2014
Target July 2012 - November 2013
Kenny's Pet Care Service June 2007 - August 2010
Education
Biola University 2011 — 2015
Bachelor’s Degree, Business Administration and Management
University of Roehampton 2014 — 2014
The Walt Disney Company August 2015 - Present
WCM Investment Management June 2014 - August 2014
Target July 2012 - November 2013
Kenny's Pet Care Service June 2007 - August 2010
Education
Biola University 2011 — 2015
Bachelor’s Degree, Business Administration and Management
University of Roehampton 2014 — 2014
Arnold Chu Arnold Chu's WCM Investment Management Experience February 2015 - May 2015
Job Student at University of Virginia
Industry Financial Services
Experience
AGC Partners June 2015 - July 2015
WCM Investment Management February 2015 - May 2015
Kerburn Rose June 2014 - July 2014
Philadelphia Insurance Companies April 2013 - July 2013
Skills
Microsoft Excel, Competitive Analysis, Financial Modeling, Economics, Leadership, Insurance, Market Research, DCF Valuation, Due Diligence, Comps, Portfolio Management, Microsoft Word, PowerPoint
Education
University of Virginia - McIntire School of Commerce 2015 — 2016
Master of Science (M.S.) in Commerce, Finance
University of California, Irvine 2011 — 2015
Bachelor of Arts (B.A.), Economics
AGC Partners June 2015 - July 2015
WCM Investment Management February 2015 - May 2015
Kerburn Rose June 2014 - July 2014
Philadelphia Insurance Companies April 2013 - July 2013
Skills
Microsoft Excel, Competitive Analysis, Financial Modeling, Economics, Leadership, Insurance, Market Research, DCF Valuation, Due Diligence, Comps, Portfolio Management, Microsoft Word, PowerPoint
Education
University of Virginia - McIntire School of Commerce 2015 — 2016
Master of Science (M.S.) in Commerce, Finance
University of California, Irvine 2011 — 2015
Bachelor of Arts (B.A.), Economics
Jon Tringale's WCM Investment Management Experience June 2015 - Present
Job Portfolio Specialist at WCM Investment Management
Industry Investment Management
Experience
WCM Investment Management June 2015 - Present
Gerson Lehrman Group June 2011 - June 2015
Wedbush Securities June 2009 - June 2011
Raymond James June 2008 - June 2009
Education
San Jose State University 2004 — 2008
B.S., Finance
Mission Viejo H.S.
WCM Investment Management June 2015 - Present
Gerson Lehrman Group June 2011 - June 2015
Wedbush Securities June 2009 - June 2011
Raymond James June 2008 - June 2009
Education
San Jose State University 2004 — 2008
B.S., Finance
Mission Viejo H.S.
Steve Binge Steve Binge's WCM Investment Management Experience January 2000 - November 2007
Job Financial Services Professional
Industry Financial Services
Experience
Jackson Financial Management May 2013 - October 2014
GenSpring Family Offices November 2007 - July 2009
WCM Investment Management January 2000 - November 2007
Balboa Capital February 1998 - January 2000
Skills
Portfolio Management, Asset Allocation, Security Analysis, Client Service, Asset Management, Investments, Wealth Management, Equities, Mutual Funds, Bonds, Valuation, Bloomberg, Securities, Equity Research, Investment Strategies, Fixed Income, Financial Analysis, Asset Managment, Bloomberg Terminal, Finance, Alternative Investments, Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1992 — 1995
B.A., Business Administration/Finance
Jackson Financial Management May 2013 - October 2014
GenSpring Family Offices November 2007 - July 2009
WCM Investment Management January 2000 - November 2007
Balboa Capital February 1998 - January 2000
Skills
Portfolio Management, Asset Allocation, Security Analysis, Client Service, Asset Management, Investments, Wealth Management, Equities, Mutual Funds, Bonds, Valuation, Bloomberg, Securities, Equity Research, Investment Strategies, Fixed Income, Financial Analysis, Asset Managment, Bloomberg Terminal, Finance, Alternative Investments, Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1992 — 1995
B.A., Business Administration/Finance
Sanjay Ayer's WCM Investment Management Experience August 2007 - Present
Job Analyst at WCM Investment Management
Industry Investment Management
Experience
WCM Investment Management August 2007 - Present
Morningstar October 2002 - June 2006
Education
The Johns Hopkins University 1999 — 2002
Economics, Applied Math
WCM Investment Management August 2007 - Present
Morningstar October 2002 - June 2006
Education
The Johns Hopkins University 1999 — 2002
Economics, Applied Math
Mike Trigg's WCM Investment Management Experience March 2006 - Present
Job Portfolio Manager and Analyst at WCM Investment Management
Industry Investment Management
Experience
WCM Investment Management March 2006 - Present
Morningstar Inc 2001 - 2006
Motley Fool 2000 - 2001
Skills
Investments, Asset Management, Valuation, Financial Modeling, Mutual Funds, Alternative Investments, Equity Research
Education
Saint Louis University 1996 — 2000
Bachelor of Science, Finance
Rockhurst High School
WCM Investment Management March 2006 - Present
Morningstar Inc 2001 - 2006
Motley Fool 2000 - 2001
Skills
Investments, Asset Management, Valuation, Financial Modeling, Mutual Funds, Alternative Investments, Equity Research
Education
Saint Louis University 1996 — 2000
Bachelor of Science, Finance
Rockhurst High School
Don Kuo's WCM Investment Management Experience 2005 - Present
Job Portfolio Manager at WCM Investment Management
Industry Investment Management
Experience
WCM Investment Management 2005 - Present
SunGard Advisor Technologies January 2004 - February 2005
Engemann Asset Management January 2000 - January 2004
Skills
Portfolio Management, Asset Allocation, Asset Management, Investment Strategies, Investments, Equity Research, Fixed Income, Wealth Management, Bonds, Mutual Funds, Bloomberg, Securities, Valuation, Financial Analysis, Alternative Investments, Hedge Funds, Bloomberg Terminal, Investment Advisory, Derivatives
Education
University of Missouri-Kansas City 1997 — 1999
M.B.A., Finance
The University of Kansas 1992 — 1996
B.S., Cellular Biology
WCM Investment Management 2005 - Present
SunGard Advisor Technologies January 2004 - February 2005
Engemann Asset Management January 2000 - January 2004
Skills
Portfolio Management, Asset Allocation, Asset Management, Investment Strategies, Investments, Equity Research, Fixed Income, Wealth Management, Bonds, Mutual Funds, Bloomberg, Securities, Valuation, Financial Analysis, Alternative Investments, Hedge Funds, Bloomberg Terminal, Investment Advisory, Derivatives
Education
University of Missouri-Kansas City 1997 — 1999
M.B.A., Finance
The University of Kansas 1992 — 1996
B.S., Cellular Biology
William Orke's WCM Investment Management Experience October 2002 - Present
Job
Industry Investment Management
Experience
WCM Investment Management October 2002 - Present
Steward Capital Management February 1994 - October 2002
Roney & Company June 1992 - January 1994
Dain Bosworth March 1988 - June 1992
Education
University of Minnesota-Twin Cities
Bachelor
WCM Investment Management October 2002 - Present
Steward Capital Management February 1994 - October 2002
Roney & Company June 1992 - January 1994
Dain Bosworth March 1988 - June 1992
Education
University of Minnesota-Twin Cities
Bachelor
Noah Hoffman's WCM Investment Management Experience April 2012 - August 2012
Job Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2014 - Present
University of Michigan September 2012 - May 2014
William Blair & Company May 2013 - August 2013
Montage Hotels & Resorts May 2012 - August 2012
WCM Investment Management April 2012 - August 2012
U.S. House of Representatives May 2009 - August 2009
Skills
Spanish, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Research, Bloomberg Terminal, Valuation, Financial Modeling, Bloomberg
Education
CFA Level I Candidate 2013 — 2014
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Finance Policy
Laguna Beach High School 2006 — 2010
Deutsche Bank July 2014 - Present
University of Michigan September 2012 - May 2014
William Blair & Company May 2013 - August 2013
Montage Hotels & Resorts May 2012 - August 2012
WCM Investment Management April 2012 - August 2012
U.S. House of Representatives May 2009 - August 2009
Skills
Spanish, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Research, Bloomberg Terminal, Valuation, Financial Modeling, Bloomberg
Education
CFA Level I Candidate 2013 — 2014
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Finance Policy
Laguna Beach High School 2006 — 2010
Kimberly Wicks's WCM Investment Management Experience 2003 - 2007
Job Purchasing Coordinator
Industry Construction
Experience
Clark Construction Group, LLC 2011 - Present
Orion Printing 2009 - 2011
Kahl & Goveia Commercial Real Estate January 2008 - March 2009
WCM Investment Management 2003 - 2007
Skills
Process Scheduler, Subcontracting, Contract Management, Change Orders, Construction Management, Pre-construction, Contractors, Construction, Project Bidding, Cost Management, Project Control, Contract Negotiation, Project Estimation, CPM Scheduling, Value Engineering, Constructability
Education
California State University-Fullerton 2001 — 2003
Bachelor of Science (BS), Child and Adolescent Development
Saddleback College 1999 — 2001
Associate of Arts (AA), Small Business Administration/Management
Clark Construction Group, LLC 2011 - Present
Orion Printing 2009 - 2011
Kahl & Goveia Commercial Real Estate January 2008 - March 2009
WCM Investment Management 2003 - 2007
Skills
Process Scheduler, Subcontracting, Contract Management, Change Orders, Construction Management, Pre-construction, Contractors, Construction, Project Bidding, Cost Management, Project Control, Contract Negotiation, Project Estimation, CPM Scheduling, Value Engineering, Constructability
Education
California State University-Fullerton 2001 — 2003
Bachelor of Science (BS), Child and Adolescent Development
Saddleback College 1999 — 2001
Associate of Arts (AA), Small Business Administration/Management