Western Asset Management
Industry: Investment management company
DescriptionWestern Asset Management Company is a global fixed-income investment firm headquartered in Pasadena, California, with nine offices on five continents and $428.8 billion in assets under management as of June 30, 2017. AUM: US$428.8 billion; (as of 30 June 2017) Headquarters: Pasadena, California, United States Founded: 1971 Parent organization: Legg Mason
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Western Asset Management Employees
iClair, Inc. July 2014 - Present
Sunsweet Growers Inc. June 2013 - August 2013
StudyHippo.Com February 2013 - May 2013
Management Leadership for Tomorrow January 2011 - August 2012
Rochdale Investment Management November 2009 - June 2012
OBN Holdings, Inc. May 2009 - November 2009
Western Asset Management June 2008 - May 2009
Qualico Capital Corporation June 2007 - August 2007
Skills
Investments, Strategy, SQL, Management, Mobile Applications, Entrepreneurship, Leadership, Swift, Start-ups
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Emory University 2004 — 2008
BBA, Finance, International Business, Music
San Diego Food Systems Alliance January 2015 - Present
Full House Analytics August 2014 - Present
Independent Consultant January 2014 - Present
Root Cause June 2010 - December 2012
Mistti LLC January 2010 - March 2010
BRAC May 2009 - July 2009
Western Asset Management 2006 - 2008
ABeam Consulting (Formerly Deloitte Tohmatsu Consulting Co.) April 2004 - October 2006
Mizuho Securities Co., Ltd. 2002 - 2004
Skills
Business Strategy, Management Consulting, Strategic Planning, Business Analysis, Process Engineering, Financial Modeling, Financial Analysis, Marketing Strategy, Business Process..., Product Development, Excel, Business Planning
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Business Administration and Management, General
IESE Business School - University of Navarra 2009 — 2010
MBA- Exchange, MBA
University of California, Berkeley 1998 — 2002
BA, Cognitive Science
Western Asset Management July 2014 - Present
Capital Group Private Client Services November 2011 - July 2014
TheStreet.com November 2009 - November 2011
Forbes March 2008 - November 2009
Skills
Marketing Communications, Financial Reporting, Research, Copy Editing, Digital Video, Video Editing, News Writing, Writing, Creative Writing, Project Management, Ghostwriting, Freelance Writing, Technical Writing, Magazine Articles, Video Production, Analytical Skills, Interviewing Skills, Radio Broadcasting, Breaking News, Online Journalism
Education
New York University 2005 — 2007
Dual M.A. degree program, Communication, Journalism, and French Studies
Georgetown University 2001 — 2004
Bachelor of Arts (B.A.), English Literature, Minor in French
Western Asset Management April 2015 - Present
ROW Asset Management September 2014 - November 2014
Western Asset Management June 2014 - August 2014
DoubleLine Group LP January 2014 - March 2014
Discover Financial Services August 2012 - August 2013
Private equity firm March 2012 - July 2012
J.P. Morgan July 2011 - August 2011
Cornell University August 2010 - May 2011
Cornell University August 2009 - May 2010
Skills
Microsoft Excel, C++, Matlab, Bloomberg, DCF Valuation, Comparable Analysis, Free Cash Flow, R, Quantitative Analytics
Education
UCLA Anderson School of Management
Master of Financial Engineering
Cornell University 2009 — 2011
Master of Engineering (M.Eng.), Engineering Physics
The Hong Kong Polytechnic University 2006 — 2009
Bachelor of Science, Applied Physics
CFA Institute 2011 — 2014
Western Asset Management March 2015 - Present
EM+BRACE March 2015 - Present
Sequoyah School 2014 - Present
Peter F. Drucker and Masatoshi Ito Graduate School of Management 2013 - Present
Peter F. Drucker and Masatoshi Ito Graduate School of Management 2011 - Present
Western Asset Management August 2006 - March 2015
Citi 2002 - 2006
Fiduciary Trust Company 1999 - 2001
Global Emerging Markets Advisors, L.P. 1995 - 1999
UNDP September 1995 - December 1995
Skills
Fixed Income, Hedge Funds, Bloomberg, Emerging Markets, Equities, Equity Research, Financial Analysis, Financial Modeling, Financial Risk, Investments, Portfolio Management, Economics, Risk Management, Market Risk, Asset Allocation, Investment Management, Investment Strategies, Derivatives
Education
Columbia University - Columbia Business School 1995 — 1998
Master of Business Administration (MBA), Finance, General
Columbia University - School of International and Public Affairs 1995 — 1998
Master's in International Affairs, Economic and Political Development
New York University - Leonard N. Stern School of Business 1985 — 1989
Bachelor of Science (BS)
Regis High School 1981 — 1985
Western Asset Management January 2006 - Present
Citigroup Asset Management 1998 - 2005
Bankers Trust 1996 - 1997
Bankers Trust 1996 - 1997
Merrill Lynch 1988 - 1996
Consumers Distributing Inc. 1984 - 1988
Skills
Fixed Income, Asset Management, Equities, Bloomberg, Bonds, CFA Level III Candidate, Mutual Funds, Derivatives, Alternative Investments, Hedge Funds, Securities, Investments
Education
Kean University 1985 — 1988
BS, Accounting
Middlesex County College 1983 — 1985
Transfer, Accounting
East Brunswick High School 1980 — 1983
PartnersAdmin LLC June 2010 - Present
Standish Management, LLC 2008 - 2010
Western Asset Management 2006 - 2008
Rothstein Kass 2001 - 2006
Skills
Fund Accounting, Financial Reporting, Hedge Funds, Fund Administration, Fund Of Funds, Private Equity, US GAAP, GAAP, Alternative Investments
Education
State University of New York at Albany 1998 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Dutchess Community College 1996 — 1998
Accounting
Guggenheim Partners 2014 - Present
Tradewinds Global Investors, Nuveen Investments 2012 - 2013
Tradewinds Global Investors, Nuveen Investments 2010 - 2012
Tradewinds Global Investors, Nuveen Investments 2008 - 2010
Western Asset Management 2005 - 2008
Kayne Anderson Rudnick 2004 - 2004
Skills
Fixed Income, Hedge Funds, Bloomberg, Asset Allocation, Equities, Portfolio Management, Asset Managment, Investment Management, Investments, Investment Strategies, Asset Management, Mutual Funds, Portfolio Optimization, Bonds, Bloomberg Terminal, Capital Markets, Quantitative Analytics, Financial Markets, Emerging Markets, Options, Wealth Management, ETFs, Financial Analysis, Equity Research, Securities, Financial Services, Fixed Income Analysis, Private Equity, Valuation, Financial Modeling, High Yield, Equity Derivatives, Structured Products, Trading, Analytics, Fund Of Funds, Strategy, Investment Advisory, Equity Valuation, Separately Managed...
Education
Columbia University in the City of New York
Master’s Degree
Massachusetts Institute of Technology
Cross Registration
Wellesley College
Bachelor’s Degree, Mathematics, Economics
Westridge School
High School
Western Asset Management June 2015 - Present
Claremont McKenna College November 2014 - Present
Beacon Pointe Advisors January 2014 - Present
AUM Partners 2011 - 2014
Kayne Anderson Capital Advisors 2011 - 2012
Analytic Investors 2005 - 2010
The Professional Association for Investment Communications Resources (PAICR) 2006 - 2009
Parkinson's Resource Organization 2004 - 2004
Nicholas Applegate 2000 - 2004
Skills
Investments, Asset Managment, Executive Coaching, Professional Mentoring, Leadership, Motivational Speaking, Marketing Communications, Proposal Writing, Persuasive Writing, Close Attention to..., Interpersonal..., Change Management, Hiring Practices, Collaboration, Making Connections, Identifying Trends, Consulting, Productivity Coaching, Project Management, Event Planning, Business Technology, CRM Integration, Alternative Investments, Analysis, Asset Management, Financial Services, Marketing, CRM, Business Development, Equities, Hedge Funds, Analytics, Asset Allocation, Due Diligence, Institutional..., Investment Advisory, Investment Management, Investment Strategies, Leadership Development, Mutual Funds
Education
Claremont McKenna College
B.A., Economics and Literature
La Canada High School
Moody's Analytics April 2015 - August 2015
Western Asset Management June 2014 - August 2014
Fortune Futures July 2012 - September 2012
Bank of China January 2011 - February 2011
Skills
VBA, C++, SAS, R, Matlab, LaTeX, C, MS-Office Suite, SQL, Bloomberg, Barclays Point, Yield Book, Python, SNL Financial
Education
Cornell University 2013 — 2015
Master of Engineering (MEng), Financial Engineering
Zhejiang University 2009 — 2013
Bachelor of Science (BS), Mathematics and Applied Mathematics, Minor in Finance
Western Asset Management October 2004 - Present
Marshall & Stevens January 2003 - October 2004
Skills
Asset Managment, Alternative Investments, Fixed Income, Hedge Funds, Bloomberg, Asset Management, Investments, Mutual Funds, Financial Modeling, Asset Allocation, Investment Strategies, Investment Management, Bonds, Series 7, Portfolio Management
Education
Loyola Marymount University 1999 — 2003
Master of Business Administration (M.B.A.), Accounting & Finance
Loyola Marymount University, College of Business Administration 1999 — 2003
Bachelor of Business Administration (B.B.A.), Marketing & Finance
Hong Kong International School 1997 — 1998
Trust Company of the West November 2013 - Present
Western Asset Management July 1998 - May 2013
Payden & Rygel September 1994 - June 1998
JP Morgan June 1993 - August 1993
Skills
Fixed Income, Investment Management, Equities, Asset Managment, Investments, Financial Modeling, Hedge Funds, Bloomberg, Asset Allocation, Portfolio Management, Alternative Investments, Mergers, Investment Strategies, Financial Analysis, Valuation
Education
CFA Institute
CFA
UCLA Anderson School of Management 1992 — 1994
MBA, Finance
Harvard University 1985 — 1989
BA, cum laude, Romance Languages & Literature
Jasper Ridge Partners (formerly Oak Hill Investment Management) April 2011 - Present
Blackrock (formerly BGI) April 2007 - March 2011
Western Asset Management April 2002 - June 2004
Bear, Stearns, & Co., Inc. May 2001 - October 2001
Skills
Hedge Funds, Asset Management, Alternative Investments, Equities, Fixed Income, Investment Management, Bloomberg, Asset Allocation, Investments, Derivatives
Education
Colorado College 1995 — 1999
Bachelor of Arts (B.A.), Mathematics (with Distinction)
NYU 2000 — 2001
Master of Science (MS), Mathematics in Finance, 3.8
University of Colorado 2004 — 2006
M.S., Mathematics, 3.9
Ares Management November 2013 - Present
Western Asset Management November 2011 - October 2013
Western Asset Management Company, Pasadena, CA March 2011 - December 2011
Western Asset Management Company, Pasadena, CA July 2009 - April 2011
Western Asset Management December 2007 - July 2009
Western Asset Management May 2005 - December 2007
Western Asset Management August 2003 - October 2003
JPMorgan Private Bank, Los Angeles, CA September 2001 - July 2003
UBS Financial Services Inc., New York, NY August 2000 - June 2001
UBS Financial Services Inc., New York, NY August 1998 - August 2000
Skills
Derivatives, Equities, Fixed Income, Portfolio Management, Risk Management, Strategic Planning, Investments, Trading
Education
Columbia University in the City of New York 1989 — 1993
BA, Economics
Western Asset Management June 2014 - August 2014
Shanghai MULTAK Technology Development CO., LTD. January 2010 - March 2010
Skills
Matlab, C++, C, SAS, SQL, Bloomberg, R, Microsoft Excel, Microsoft Office, Research, Statistics, Data Analysis, Windows, Teaching, LaTeX
Education
University of California, Los Angeles 2010 — 2015
Doctor of Philosophy (PhD), Applied Mathematics
University of California, Los Angeles 2010 — 2012
Master's degree, Mathematics
Fudan University 2006 — 2010
Bachelor of Science (B.S.), Information and computing Sciences, specialization in computational mathematics
Western Asset Management September 2007 - Present
Reserve Management Corp. May 2002 - September 2007
Deutsche Bank June 1998 - March 2000
Lehman Brothers March 1996 - June 1998
Education
Cornell University
Economics and Psychology
Trinity School (NYC)
Guggenheim Partners May 2014 - Present
Transamerica June 2013 - April 2014
Guggenheim Partners September 2007 - June 2013
Western Asset Management August 2004 - August 2007
Citigroup Asset Management June 2002 - August 2004
FINRA October 1999 - May 2002
Skills
Securities, SEC, Investments, Investment Advisory, Series 63, Compliance, Risk Management, Portfolio Management, Investment Advisers Act, Financial Risk, Financial Advisory, Management, Anti Money Laundering, Financial Services, Asset Allocation, Investment Management
Education
New York Law School 1999 — 2001
Doctor of Law (JD), Law
Florida State University
Bachelor of Science (B.S.), Sociology
Western Asset Management July 2013 - Present
Merrill Lynch September 2011 - January 2012
Skills
Securities, Strategic Financial..., Social Media, Customer Service, Event Planning, Research, Business Analysis, Accounting, Negotiation, Access, Marketing, Data Analysis, Market Research, Fundraising
Education
Fordham University 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Fairfield College Preparatory School 2005 — 2009
Western Asset Management July 2010 - Present
Pacific Investment Management Co. May 2004 - July 2010
California Institute of Technology 2002 - 2003
Jet Propulsion Laboratory 2001 - 2003
Skills
Derivatives, Hedge Funds, Financial Risk, Structured Products, Data Analysis, Matlab, VBA, Risk Management, Financial Modeling, Data Mining, C++, Quantitative Finance, Bloomberg, SQL
Education
California Institute of Technology 1996 — 2001
Doctor of Philosophy (Ph.D.), Theoretical and Mathematical Physics
University of California, Santa Cruz 1992 — 1996
Bachelor of Science (BS), Physics
University of California, Santa Cruz 1992 — 1996
Bachelor of Arts (BA), Mathematics
Spireon, Inc. September 2014 - Present
PICS Auditing, LLC August 2013 - August 2014
Kareo December 2011 - July 2013
KPMG August 2011 - November 2011
Konica Minolta Business Solutions U.S.A., Inc. June 2011 - August 2011
Equator, LLC January 2011 - May 2011
Mercury Insurance January 2010 - December 2010
Arizona Public Services (APS) September 2009 - December 2009
State Farm Insurance March 2008 - September 2009
Western Asset Management February 2007 - 2008
Skills
Quality Assurance, Test Automation, Agile Methodologies, Scrum, Quality Center, Testing, SDLC, QTP, Selenium, Agile Project Management, Integration Testing, Web Testing, Test Automation..., Agile Testing, Test Planning, SQL, Java, Test Management, Visio, Manual Testing, Regression Testing, User Acceptance Testing, Requirements Analysis, LoadRunner, JIRA, Ja, Rally, JMeter, HP QTP, HP Quality Center
Education
Wichita State University 2000 — 2003
Master of Arts, Gerontology
Jahangirnagar University 1994 — 1996
Master of Science, Statistics
Western Asset Management January 2011 - Present
Wilshire Associates September 2007 - December 2010
University of Rochester September 2005 - August 2007
New York University September 2002 - August 2005
California Institute of Technology February 2005 - June 2005
University of Pennsylvania September 2001 - August 2004
Skills
Fixed Income, Risk Management, FinCAD, VBA, SQL, SAS, C++, Derivatives, Financial Modeling
Education
KTH Royal Institute of Technology 1996 — 2001
Doctor of Philosophy (Ph.D.), Mathematics
Санкт-Петербургский Государственный Политехнический Университет / Saint Petersburg State Polytechnical University 1990 — 1996
Master of Science (M.Sc.), Applied Mathematics
University of Sussex 1994 — 1995
Certificate in Mathematics, Mathematics
Crossbridge Consulting Americas 2014 - March 2015
Deutsche Bank 2013 - 2014
Netik 2011 - 2012
Western Asset Management 2006 - 2011
Barclays Capital 2004 - 2006
Goldentree Asset Management 2003 - 2005
BNP Paribas 2001 - 2003
MBSCC 1996 - 2000
Bear Stearns 1992 - 1996
Skills
Fixed Income, Application Support, Business Analysis, Project Management, Coaching, Hedge Funds, Training, Strategic Planning, Program Management, Communication, Leadership Development, Team Leadership, Vendor Management, Client Liaison, Cost Management, Software Design, Process Improvement, Financial Services, SDLC, Equities, Derivatives, Disaster Recovery, Management, Databases, SaaS, Portfolio Management, Software Development, Leadership, Enterprise Software, Testing, Security
Education
Ithaca College
BA, Computer Science / Theater Arts
Rutgers, The State University of New Jersey-Newark
Coursework toward M.B.A.
Canyon Partners, LLC 2006 - Present
Integrated Finance Limited 2004 - 2006
Western Asset Management 2003 - 2004
JP Morgan Chase 2001 - 2003
Credit Suisse First Boston 2000 - 2001
Moore Capital Management 1996 - 2000
Alliance Capital Management 1994 - 1996
Salomon Brothers 1989 - 1994
IIT Research Institute 1988 - 1989
Purolator Courier 1987 - 1988
Skills
Enterprise Architecture, Trading Systems, Cybersecurity, Software Development, Portfolio Management, IT Transformation, Electronic Trading, Operational Risk..., Credit Derivatives, Business Intelligence, Hedge Funds, IT Strategy, Disaster Recovery, Risk Management, Vendor Management, Data Center, Alternative Investments, Virtualization, Trading, Project Management, Fixed Income, Equities, Team Building, Management, Agile Methodologies, Private Equity, Organizational..., Investment Banking, Mutual Funds, Financial Services, Capital Markets, Salesforce.com, IT Operations, Business Relationship..., Data Warehousing, Quantitative Analytics, Thought Leadership, Integration, Business Process..., Legal Compliance, Operational Due..., Strategic Planning, Market Data, Telecommunications, Mergers & Acquisitions, Data Network Design, Cloud Computing, Product Management, Information Technology, Technology
Education
Ithaca College 1982 — 1987
BA, Computer Science
Gem-A 2007 - Present
Leo Hamel Fine Jewelers November 2011 - 2014
Sotheby's Magnificent Jewels Auction in Geneva 2011 - 2011
Sanford C. Bernstein 2001 - 2005
M&G 1999 - 2001
Western Asset Management 1998 - 1999
John Hancock Life Insurance Company (U.S.A.) 1997 - 1998
Skills
Sales, Luxury Goods, Portfolio Management, Market Research, Diamonds, Watches, Jewelry, Competitive Analysis, CRM, Strategy, Management, Gems, Marketing Strategy, Retail, Brand Development, Marketing, Fashion, Brand Management, Product Development, Marketing Communications, Wholesale, Brand Awareness, Sales Management
Education
Gem-A 2005 — 2007
FGA and DGA, Gemmology
University of Westminster 1998 — 1999
MBA
Montpellier Business School 1995 — 1999
Gemological Institute of America
Graduate Gemologist (G.G.), Gemology
Cours de Russe
BlackRock 2014 - Present
Western Asset Management June 2013 - August 2013
CRISIL Global Research & Analytics February 2011 - July 2012
Futures First June 2009 - July 2010
Skills
C++, SQL, R, Derivatives, Options, Trading, Macroeconomics, Trading Strategies, Regression Analysis, Logistic Regression, Financial Statement..., Commodity Markets, Technical Analysis, Risk Management, VBA, Fixed Income, Time Series Analysis, Statistical Modeling, Data Mining, Monte Carlo Simulation, Bloomberg, Probability, Matlab, Machine Learning, Quantitative Analytics, Portfolio Management, FX Options, Proprietary Trading, Quantitative Finance, Bonds
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
Master of Science (MS), Computational Finance (Finance, Math, Programming, Stats)
Delhi College of Engineering 2005 — 2009
Bachelor of Engineering (B.E.), Production and Industrial Engineering
CFA Institute
The Air Force School, New Delhi
Western Asset Management July 2010 - Present
Freddie Mac January 2010 - July 2010
Bank of America July 2001 - January 2010
Countrywide Financial Corporation July 2001 - April 2009
Management and technology Consulting January 1999 - June 2001
Oracle 1997 - 1999
SolidWorks 1993 - 1997
UCLA January 1993 - June 1995
Pennsylvania state University 1989 - 1991
Skills
Derivatives, Fixed Income
Education
Indian Institute of Technology, Bombay 1984 — 1988
BTech, Enginnering
Penn State University
PhD, Engineering
DoubleLine Group LP October 2014 - Present
PIMCO November 2010 - October 2014
Western Asset Management June 2010 - August 2010
Absolute Return Capital Advisors, LLC December 2006 - December 2009
Skills
Risk Management, Bloomberg, Derivatives, Financial Modeling, Fixed Income, Quantitative Analytics, Quantitative Finance, Quantitative Research, Analytics, Hedge Funds
Education
UCLA Anderson School of Management 2010 — 2010
M.S., Financial Engineering
David Geffen School of Medicine at UCLA 2000 — 2006
Ph.D., Molecular & Medical Pharmacology
Tsinghua University 1996 — 2000
B.S., Biological Sciences & Biotechnology
Wuhan Foreign Language School 1990 — 1996
Clinica Western January 2009 - Present
BrandCulture Company January 2008 - January 2009
FUSICOLOGY.com September 2006 - November 2007
Western Asset Management March 2003 - April 2005
Fidelity Capital November 1999 - June 2002
Skills
Leadership, Organizational..., Strategic Planning, Training, Business Strategy, Nonprofits, Human Resources, Consulting, Marketing, Customer Service, Marketing Strategy, Process Improvement, Social Media Marketing, Change Management, Project Management
Education
Claremont Graduate University 2005 — 2007
MS Human Resources Design
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2005 — 2007
MBA
University of California, Irvine 1997 — 2002
BA Sociology
Flintridge Sacred Heart Academy 1994 — 1997
Farmers Insurance August 2015 - Present
Farmers Insurance July 2013 - July 2015
Western Asset Management March 2011 - July 2013
Far East National Bank May 2005 - May 2009
William O'Neil + Co. Inc. June 2004 - May 2005
William J. Yang & Associates September 2003 - June 2004
Skills
Financial Analysis, Investments, Fixed Income, Accounting, Analysis, Cash Management, Financial Accounting, FX Options, Securities, Credit, Account Reconciliation, Capital Markets, Chartered Financial..., CPA, Business Development, FX, Passed CFA Level 1
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2010
MBA, Finance and Accounting
Københavns Universitet 2002 — 2003
Study Abroad, Economics
University of California, Irvine 2000 — 2003
BA, Economics
Arcadia High School
Western Asset Management June 2007 - Present
US Trust September 1999 - February 2002
Skills
Asset Management, Alternative Investments, Portfolio Management, Investment Strategies, Fixed Income, Bloomberg, Asset Allocation, Mutual Funds, Investment Management, Asset Managment, Financial Modeling
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2002 — 2005
MBA, Finance, Strategy
University of California, Riverside 1994 — 1998
Bachelors, Business Administration
Beach Point Capital Management March 2014 - Present
Payden & Rygel October 2011 - March 2014
Gould Asset Management January 2011 - May 2011
Western Asset Management June 2010 - August 2010
Skills
SQL, Bloomberg, VBA
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2009 — 2011
Master’s Degree
Cornell College 2006 — 2009
Bachelor’s Degree
LifeLock May 2015 - Present
Pinnacle Entertainment 2012 - Present
CoreLogic 2012 - Present
Western Asset Management 2004 - Present
Forest Lawn Memorial Parks and Mortuaries 2002 - Present
Huntington Hospital 1998 - Present
Orbitz Worldwide 2007 - 2014
Flintridge Prep 2004 - 2013
MarketTools, Inc. 2010 - 2012
eHarmony.com 2004 - 2011
Skills
Management, Portfolio Management, Strategic Partnerships, Private Equity, Management Consulting, Competitive Analysis, Analytics, Nonprofits, Consulting, Organizational Design, Finance, Public Speaking, Executive Pay, Analysis, Product Marketing, Marketing
Education
Harvard Business School 1977 — 1979
MBA
Wellesley College 1972 — 1976
BA, Economics (Phi Beta Kappa)
PIMCO December 2014 - Present
PIMCO May 2013 - Present
Western Asset Management November 2010 - May 2013
Suits for a Fresh Start November 2003 - May 2013
AXA Advisors January 2010 - May 2010
Skills
Investments, Financial Modeling, Financial Analysis, Mutual Funds, Bloomberg, Investment Strategies, Statistics
Education
University of Southern California 2015 — 2018
Master of Business Administration (M.B.A.)
Loyola Marymount University 2006 — 2010
Bachelor of Science, Applied Mathematics
Loyola High School 2002 — 2006
Wipro March 2014 - Present
Credit Suisse March 2014 - September 2014
Genpact Headstrong Capital Markets June 2013 - January 2014
PIMCO June 2013 - January 2014
Genpact Headstrong Capital Markets September 2010 - June 2013
Western Asset Management September 2010 - June 2013
Genpact Headstrong Capital Markets January 2010 - June 2010
Fiserv April 2009 - January 2010
Infogain January 2007 - April 2009
Skills
Manual Testing, Test Automation, QTP, Team Management, Testing, System Testing, Regression Testing, Test Cases, User Acceptance Testing, Quality Assurance, Quality Center, Software Quality..., Test Automation..., Mercury QuickTest Pro, Test Design, Test Planning, Test Management, Fixed Income, Trading Systems, Financial Services, Financial Markets, Test Strategy, Defect Tracking, Test Execution, Bugzilla, Bug Tracking, SQL, HP QTP, HP Quality Center, Requirements Analysis, SDLC, Software Project..., Functional Testing, Vendor Management
Education
Guru Gobind Singh Indraprastha University 2005 — 2007
Master of Computer Applications (MCA), Computer Software Engineering
Guru Gobind Singh Indraprastha University 2000 — 2004
Bachelors of Information Systems, Information Technology
L.A. Care Health Plan November 2012 - December 2013
DIRECTV May 2012 - November 2012
Western Asset Management December 2011 - May 2012
Deloitte Consulting January 2009 - November 2011
State Street Bank November 2007 - January 2009
Wipro Technologies 2004 - 2007
Skills
Erwin, Data Modeling, Informatica, PL/SQL, Shell Scripting, Unix, JSP, Oracle Reports, Oracle Developer 2000, Dimensional Modeling, SQL*Plus, Star Schema, Project Implementation, Metadata, ETL, OLTP, Data Models, SQL Tuning, Data Mapping, Unix Shell Scripting, Oracle SQL, Data Integration, Master Data Management, Oracle Financials, Data Warehousing, Oracle Application..., SQL, Toad, Oracle SQL Developer
Education
Cochin University of Science and Technology 1995 — 1998
Master of Science
Esemplia Emerging Markets September 2010 - December 2013
Western Asset Management January 2006 - August 2010
Citigroup Asset Management December 2000 - December 2005
Clifford Chance September 1998 - December 2000
Skills
1997Attorney at Law,..., 1999Solicitor..., Asset Management, Financial Services, Hedge Funds, Fixed Income, Equities, Investments, Securities, Alternative Investments, Investment Management, Private Equity
Education
Stetson University College of Law 1994 — 1997
J.D.
Florida International University 1990 — 1994
B.A., English, Political Science
Western Asset Management April 2014 - Present
Enterprise Holding, LLC June 2008 - April 2014
Skills
Financial Analysis, Variance Analysis, Financial Reporting, Microsoft Excel, Accounting, General Ledger, Fixed Assets, Account Reconciliation, Accruals, Financial Statements, Forecasting, Pivot Tables, Bank Reconciliation
Education
Loyola Marymount University 2004 — 2008
Bachelor of Business Administration (BBA), Management, Finance
AIB Bonn Germany 2006 — 2006
Bachelor of Business Administration (BBA), Semester abroad
Serra High School 2000 — 2004
F&M Options November 2014 - Present
Franklin & Marshall College September 2013 - Present
ING September 2012 - June 2013
Western Asset Management September 2011 - June 2012
MarketAxess September 2009 - August 2011
Skills
Fixed Income, Fluent in Bengali, Proficient in Arabic, Valuation, Market Data, Public Speaking
Education
Franklin & Marshall College 2013 — 2017
Bachelor of Arts (B.A.), Economics
Cristo Rey New York High School 2009 — 2013
Internet Brands May 2013 - August 2013
Western Asset Management August 2012 - December 2012
United States Bankruptcy Court for the Central District of California May 2012 - August 2012
Oregon State University September 2010 - June 2011
Oregon State University September 2009 - June 2011
Skills
Management, Entrepreneurship, Public Speaking, Leadership, Social Media, Social Media Marketing, Business Planning
Education
Loyola Law School, Los Angeles 2014 — 2015
Master of Laws (LL.M.), Taxation
Pepperdine School of Law 2011 — 2014
JD, Corporate, Entrepreneurship, Securities, & Tax Law
Oregon State University 2010 — 2011
MBA
Oregon State University 2006 — 2010
BS, Marketing
UAT Inc. 2012 - Present
Butler And Tink Ventures, LLC May 2010 - Present
Signature Capital Advisers, LLC February 2011 - November 2011
Signature Group Holdings, Inc. (SGGH.PK) February 2011 - November 2011
UNX LLC 2007 - 2010
Countrywide Financial 2005 - 2007
Western Asset Management 2004 - 2005
Jackson National Life 2001 - 2004
LPL Financial 1996 - 2001
Franklin Templeton Group 1993 - 1996
Skills
Strategy, Process Improvement, Mergers, Management Consulting, Due Diligence, Strategic Planning, Corporate Finance, Financial Reporting, Private Equity, Mergers & Acquisitions, Business Strategy, Financial Modeling, Budgets, Capital Raising, Investments, Investor Relations, Finance, Analysis, Cash Management, Asset Management, Leadership, Financial Analysis, Strategic Financial..., Human Resources, Accounting, Sarbanes-Oxley Act, Management
Education
Golden Gate University 1994 — 1995
MBA
Golden Gate University 1984 — 1986
BS
Western Asset Management June 2014 - Present
Western Asset Management June 2011 - May 2014
Evolution Capital Management January 2009 - May 2011
Evolution Capital Management December 2007 - December 2008
Evolution Capital Management April 2005 - November 2007
Morgan Stanley November 2003 - March 2005
Western Asset Management July 2002 - November 2003
Skills
Asset Managment, Bloomberg, Equities, Fixed Income, Hedge Funds, Investments, Fundraising, Alternative Investments, Bonds, Portfolio Management, Asset Allocation, Derivatives, Business Development, Investment Strategies
Education
Harvard University 1998 — 2002
Bachelors, Economics
Bgf Performance Systems Llc August 2015 - Present
Riverside School District 96 August 2015 - Present
Chicago Public Schools August 2013 - June 2015
UBS Global Asset Management June 2011 - May 2012
UBS Global Asset Management March 2010 - May 2011
UBS Global Asset Management April 2008 - May 2010
UBS Global Asset Management May 2006 - April 2008
Ernst & Young June 2004 - April 2006
Ernst & Young September 2002 - June 2004
Western Asset Management 2001 - 2001
Skills
Audit, UK GAAP, IFRS, Accounting, Asset Management, Financial Services, Finance, Management, Auditing, Asset Managment, Strategic Financial..., Equities, Forecasting, Assurance, US GAAP, Analysis, Internal Controls, Financial Analysis, Financial Modeling, Financial Planning
Education
National Louis University 2012 — 2015
Educational Specialist (Ed.S.), School Psychology
Indiana University - Kelley School of Business 1998 — 2001
BSc, Economics & Public Policy; International Studies; Spanish
Universidad Complutense de Madrid 2001 — 2002
Spanish, Advanced Spanish Certificate
BNP Paribas May 2015 - Present
UBS Investment Bank December 2013 - May 2015
Western Asset Management June 2012 - August 2012
Patterson Club April 2006 - September 2011
J.Crew October 2010 - August 2011
Christies Country Store May 2009 - August 2009
Skills
PL/SQL, T-SQL, Tableau, VBA, VBScript, Data Analysis, Statistics, Microsoft SQL Server, Access Database, SAS, Matlab, R, Econometrics, Eviews, Python, Perl, Ruby, Java, JavaScript, Backbone.js, Node.js, Xcode, Objective-C, iOS, jQuery, HTML, CSS, C++, C#, Ab Initio, Microsoft Office, Leadership, Public Speaking
Education
Hobart and William Smith Colleges 2009 — 2013
Bachelor of Arts (B.A.), Economics, Mathematics, International Relations, Major 3.6
Berkshire School 2006 — 2009
High School Diploma
Fairfield Country Day School
AECOM 2013 - Present
Western Asset Management 2003 - 2013
Skills
Financial Analysis, Asset Management, Bloomberg, Strategic Planning, Fixed Income, Hedge Funds, Alternative Investments, Cash Flow Forecasting, Cash Flow, Factoring, Change Management, Microsoft Office, Financial Modeling, Portfolio Management
Education
Claremont Graduate University 2012 — 2016
Master of Business Administration (M.B.A.)
Claremont McKenna College 1998 — 2002
Bachelor of Arts (BA), Government / Foreign Affairs
Sapient Global Markets July 2011 - Present
Western Asset Management October 2008 - August 2011
Capgemini Financial Services November 2004 - October 2008
Tech Mahindra (formerly Mahindra Satyam) 2000 - 2004
Efunds 1998 - 2000
iDLX 1998 - 2000
Lasersoft January 1997 - June 1998
Skills
Business Analysis, IT Strategy, Market Risk, Management Consulting, Risk Management, Interest Rate..., Credit Risk, Investment Banking, Capital Markets, SDLC, Project Management, Data Warehousing, Requirements Analysis, Risk Analytics, Financial Risk, Analytics, Basel II, Software Project..., Management, Mortgage Banking, Financial Services, Vendor Management, Solution Architecture, Portfolio Management, Banking, Business Strategy, Derivatives, Requirements Gathering, FX Options, Pre-sales, Reference data, Market Data, ERP, Equities, Trading Systems, Fixed Income, Data Mining, R Programming, Security Master Data
Education
Indian Institute of Management, Calcutta 2005 — 2007
EPBM, Executive Business Management Program
Madurai Kamaraj University 1991 — 1995
B.E, Electronics and Communication Engineering
Western Asset Management April 2015 - Present
Prudential Fixed Income November 2014 - March 2015
Lazard Asset Management 2013 - 2013
Rothschild Asset Management April 2008 - November 2011
Skills
Marketing, Sales, Bloomberg, Hedge Funds, Portfolio Management, Marketing Communications, Investment Management, Alternative Investments, Fund Of Funds, Investments, Financial Services, Asset Management, Equities, Fixed Income, Due Diligence, Private Equity, Investment Banking, Asset Allocation, Mutual Funds, Investment Strategies, Finance, Securities, Financial Markets, Client Services
Education
Fordham University 1993 — 1997
Bachelor of Arts (B.A.), Economics
Western Asset Management June 2014 - Present
Western Asset Management June 2013 - August 2013
Essar Energy July 2012 - August 2012
G2 Investment Group, LLC July 2011 - August 2011
Skills
Fixed Income, Investments, Loans, Mortgage Lending, Financial Modeling, Economics, Stata, Microsoft Excel, Data Analysis, PowerPoint, Bloomberg, Microsoft Office
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
St. Paul's School 2006 — 2010
iBrand LLC January 2015 - Present
DLC UX Design August 2014 - Present
General Assembly June 2014 - August 2014
Bank of America September 2010 - April 2014
Ares Management January 2010 - June 2010
Western Asset Management July 2009 - December 2009
Bank of New York Mellon July 2007 - May 2009
Wells Fargo September 2006 - June 2007
Nordstrom February 2005 - June 2005
Skills
User Experience, User Experience Design, Banking, Usability Testing, Wireframes, Portfolio Management, Information Architecture, Mortgage Lending, User Research, Illustrator, User Interface, Strategy, Credit, Customer Service, Photoshop, Management, Asset Management, Mobile Devices, Social Media, Adobe Illustrator, Financial Modeling, Email Marketing, Market Research, Stand-up Comedy, Axure RP, Microsoft Office, Loans, Commercial Banking, Prototype Framework, HTML5, CSS, JavaScript
Education
General Assembly
Front End Web Development
San Jose State University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Saint Mary's College of California 1999 — 2000
General Assembly
User Experience Design Immersive
GaveKal Capital September 2014 - Present
GaveKal Capital January 2008 - September 2014
Western Asset Management May 2007 - August 2007
Janus Capital Group May 2004 - August 2006
Skills
Financial Modeling, Asset Managment, Fixed Income, Portfolio Management, Investments, Valuation, Financial Analysis, Equity Research, Equities, Financial Markets, Corporate Finance, Economic Data Analysis, Asset Management, Asset Allocation, Investment Management
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2007
Bachelor's Degree, Finance, Economics
University of Copenhagen 2007 — 2007
Cherry Creek High School
Uber August 2015 - Present
Tinder, Inc. September 2014 - August 2015
Neohire July 2014 - September 2014
BeachMint April 2013 - July 2014
Ustream, Inc November 2012 - March 2013
Western Asset Management 2011 - 2011
Skills
Recruiting, Technical Recruiting, Start-ups, Social Media Marketing, Facebook, Social Media, Business Development, Event Planning, Entrepreneurship, Social Networking, Marketing, Research, Sales, Cultural Diversity
Education
Fordham University 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
FrontRidge Capital September 2011 - Present
Louisiana Business and Technology Center August 2009 - August 2011
Coast Asset Management December 2007 - December 2008
Western Asset Management June 2006 - December 2007
Skills
Portfolio Management, Fixed Income, Hedge Funds, Alternative Investments, Asset Management, Equities, Bloomberg, Investments, Financial Analysis, Derivatives, Financial Modeling, Valuation, Fund Of Funds, Mutual Funds, Bonds, Securities, Due Diligence
Education
Louisiana State University 2009 — 2011
MBA, Finance
Tulane University - A.B. Freeman School of Business 2000 — 2005
BSM, Finance, Accounting
Asian American Christian Counseling Service, Inc. March 2015 - Present
Fuller Psychological and Family Services March 2012 - October 2014
Western Asset Management November 2008 - May 2009
Kayne Anderson Rudnick August 2005 - November 2008
Wilshire Associates March 1999 - February 2005
Skills
Analytics, Performance Measurement, Client Services, Investment Management, Recruiting, Family Therapy, Group Therapy, Adolescents, Psychotherapy, Mental Health, CBT, Mental Health Counseling, Counseling Psychology, Psychology, Crisis Intervention, Therapists, Anger Management, Life Transitions, Grief Counseling, Social Services, Quantitative Research, Financial Services
Education
Fuller Theological Seminary 2011 — 2013
MS Marriage and Family Therapy, Marriage and Family Therapy/Counseling
University of California, Los Angeles 1994 — 1998
B.A., Business Economics, Minors in Accounting and Asian American Studies
Evolent Health December 2014 - Present
Western Asset Management September 2013 - Present
Perry Capital November 2012 - August 2013
Yale New Haven Children’s Hospital May 2009 - August 2009
Westport Parks & Recreation July 2006 - August 2009
Westport Gifts September 2007 - June 2008
Skills
Mental Health, Case Managment, Cpr Certified, Community Outreach, Nonprofits, Program Development, Healthcare, Customer Service, Microsoft Office, Social Services, Treatment, Receptionist Duties, Research, Event Planning, Public Speaking, PowerPoint, Data Entry, Microsoft Word
Education
James Madison University 2008 — 2012
Bachelor of Science (B.S.), Health Sciences
West Elm September 2011 - Present
Western Asset Management December 2009 - July 2011
AzoogleAds August 2007 - January 2009
Education
Hobart and William Smith Colleges 2000 — 2004
BA, History, International Relations
NTC March 2013 - Present
Allorica September 2009 - April 2012
Western Asset Management May 2007 - July 2009
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Chattahoochee Technical College 2011 — 2013
Georgia Highlands College 2004 — 2007
Western Asset Management October 2011 - Present
Walmart October 2009 - September 2011
Experian May 2007 - October 2009
Neteller 2005 - 2007
CIBC 2001 - 2005
Bear Stearns 1997 - 2001
Skills
Risk Frameworks, Architecture, mid office system..., C++, SAS Certified Base..., Matlab, MCSE 2003, VBA, System Development, Statistical Modeling, Strategy, Analytics, SQL, SDLC, Business Analysis, Predictive Modeling, Oracle, Fixed Income, Data Modeling, Process Improvement, Predictive Analytics, Business Intelligence, Quantitative Analytics, Data Mining, Quantitative Finance, Financial Modeling, R, Market Risk, Data Analysis, SAS programming, Financial Risk, Credit Risk, Options, SAS
Education
Walden University 2012 — 2015
DBA
Dalhousie University 2003 — 2005
MBA
Hefei University of Technology 1993 — 1997
Bachelor of Engineering
Western Asset Management August 2014 - Present
Wilshire Associates January 2014 - August 2014
Wilshire Associates December 2011 - December 2013
ICICI Securities Limited June 2010 - July 2010
Skills
C++, R, Quantitative Analytics, Microsoft Excel, Corporate Finance, Quantitative Finance, Fixed Income, C, VBA, Asset Managment, Asset Management, Research, Derivatives, Analysis, Financial Modeling, Market Risk, Bloomberg, Equity Research, Equities, Bloomberg Terminal, Valuation, Capital Markets, Portfolio Management, Alternative Investments
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2009 — 2011
Masters of Science, Financial Engineering
University of Mumbai 2005 — 2009
Bachelor of Engineering, Information Technology
Nuveen Investments July 2013 - Present
Nuveen Investments October 2009 - July 2013
Western Asset Management September 2008 - July 2009
Winslow Management Company October 2006 - May 2008
Harvest Co-op 2006 - 2008
Skills
Securities, Hedge Funds, Mutual Funds, Trading, Portfolio Management, Alternative Investments, Separately Managed..., Options, Series 63, Financial Risk, Series 7, Trading Systems, Accounting, Account Reconciliation
Education
Illinois State University 2002 — 2004
Janes Financial Center Residency September 2014 - Present
Western Asset Management June 2015 - August 2015
Morgan Stanley July 2014 - September 2014
Skills
Public Speaking, Event Planning, Leadership, Social Networking, Community Organizing, Strategic Planning, Research, Investing, Portfolio Management, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Marketing
Education
Chapman University 2013 — 2016
Business Administration and Economics with and emphasis in Finance, 3.7/4.0
The London School of Economics and Political Science (LSE) 2013 — 2013
Finance
University of Redlands 2012 — 2013
Financial Economics
The Overlake School 2007 — 2012
Northwest Power and Conservation Council February 2013 - Present
Bonneville Power Administration April 2011 - February 2013
Nike September 2005 - May 2009
Western Asset Management April 2004 - August 2005
First Consumers National Bank October 2002 - March 2003
First Consumers National Bank 1995 - 2002
Skills
Internal Communications, Communications Planning, Training Delivery, Systems Analysis, Project Management, Public Speaking, Leadership, Visio, Vendor Management, Change Management, Workshop Facilitation, Strategic Planning, Performance Management, Team Leadership, Cross-functional Team..., Organizational..., Business Process..., Coaching, Business Analysis, Process Improvement, Team Building, Analysis, Program Management, Marketing Communications, Agile Methodologies, Product Management, Management, SharePoint, Training, Project Planning, Quality Assurance, Human Resources, Budgets, Public Relations, Employee Engagement, Requirements Gathering, Technical Writing
Education
George Fox University 1991 — 1995
BA, Communications
Santiam Christian 1986 — 1991
High School
Western Asset Management November 2012 - Present
Drobny Global Asset Management June 2011 - November 2012
Canyon Capital Advisors September 2007 - April 2010
Western Asset Management November 2001 - September 2007
XDrive, Inc October 2000 - March 2001
Wilshire Associates, Inc January 1998 - September 2000
Skills
Fixed Income, CDS, Pricing, Hedge Funds, Bloomberg, CFDs, Equities, Derivatives, Trading Systems, Portfolio Management, Asset Managment, Alternative Investments, Credit Derivatives, Financial Modeling, Equity Derivatives, Asset Management, Valuation, Trading, FX Options, Asset Allocation, Emerging Markets, Business Analysis, Investment Management, Commodity, Quantitative Analytics, Investments, Securities, Investment Banking, VBA, Financial Risk, Risk Management, Financial Services, Due Diligence
Education
University of California, Los Angeles 2009 — 2012
MBA, Finance and Real Estate
Delhi Public School - R. K. Puram
High School Diploma, Computer Science
The University of Texas at San Antonio
BS, Computer Science
Western Asset Management January 2012 - Present
Carnegie Mellon University - Tepper School of Business July 2010 - December 2011
Western Asset Management June 2011 - August 2011
CMPR January 2010 - June 2010
Ministry of Public Administration and Security May 2004 - July 2006
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2011
MS, Computational Finance
Sogang University 2003 — 2010
B.E. & B.S., Computer Science and Engineering / Mathematics
Relationship Science June 2015 - Present
Major League Baseball March 2015 - May 2015
Major League Baseball May 2014 - February 2015
On Assignment 2013 - 2013
Western Asset Management June 2012 - August 2012
Western Asset Management June 2011 - August 2011
havoc television, Inc. June 2009 - August 2009
Skills
Microsoft Office, Social Media, Gretl, Stata
Education
Georgetown University 2010 — 2014
Bachelor of Arts (BA), Economics
The University of Edinburgh 2012 — 2012
Beepyo July 2015 — Present
Western Asset Management March 2015 — July 2015
Lean QA Consulting June 2014 — March 2015
Kaplan Test Prep August 2013 — November 2014
UCR School of Business Administration January 2014 — March 2014
Ultimate Paper Box Co. June 2010 — August 2013
New Mark Merrill Commercial Real Estate April 2012 — October 2012
Skills
Microsoft Excel, Marketing, Management, MS Excel Pivot Tables, Microsoft Visio, Graphic Design, QuickBooks, Adobe Creative Suite, After Effects, Project Planning, Strategic Planning, Photoshop, SQL, SAP ERP, SAP CRM, Film Editing, ERP, EDI, Google Analytics, Six Sigma, Mac OS X, Great Motivator, Microsoft Office, Photography, Social Media, Market Research, Public Relations, OS X, PowerPoint, Microsoft Word, Leadership, Research, Management Consulting, Teamwork, Time Management
Education
General Assembly 2015 — 2015
Digital Marketing
University of California, Riverside - A. Gary Anderson Graduate School of Management 2010 — 2014
Bachelor's of Science, Business Administration - Information Systems, Minor in Statistics
Western Asset Management December 2008 - Present
Toyota Motor Sales September 2007 - December 2008
Western Asset Management Company January 2006 - September 2007
Ameriquest Mortgage Company March 2005 - January 2006
i2 Technologies 2002 - March 2005
SSI Technologies 2000 - 2001
Skills
Weblogic, Spring, Hibernate, Java Enterprise Edition, Struts, EJB, JDBC, Web Services, Oracle, Sybase, JMS, Java, Tomcat, JUnit, Websphere, JSP, SOA, JBoss Application Server, Agile Methodologies, PL/SQL, Perl, SOAP, Swing, REST, Maven, SQL, Architecture, Agile Project Management, J2EE Application..., Web Development, Unix, ESB, T-SQL, UML, Servlets, Spring Framework, SDLC, Requirements Analysis, WebLogic
Education
Jawaharlal Nehru Technological University 1996 — 2000
B.Tech
John Coard & Sons Trucking July 2013 - Present
Western Asset Management February 2013 - July 2013
The Capital Group November 2005 - February 2013
LaBranche & Co. March 2002 - February 2005
Fleet Specialists October 2000 - March 2002
M.J. Meehan and Co, LLC July 1997 - October 2000
Stern Brothers, LLC June 1996 - July 1997
Skills
Stocks, IPO, ETFs, Series 7, Bloomberg, Charles River..., MS Office, Microsoft Excel
Education
Hofstra University 1992 — 1998
BBA
NY Institute of Finance
Herbalife November 2014 - Present
Herbalife November 2013 - November 2014
Herbalife December 2009 - November 2013
Herbalife December 2007 - November 2009
American Express June 2006 - October 2007
American Express June 2005 - August 2005
Western Asset Management March 2002 - June 2004
Mellon Bank March 2001 - February 2002
The TCW Group January 1999 - February 2001
Education
Cornell University - Johnson Graduate School of Management 2004 — 2006
MBA
The Hong Kong University of Science and Technology 2005 — 2005
MBA
University of California, Irvine 1994 — 1998
BA
Toyota Financial Services April 2012 - Present
OneWest Bank December 2010 - April 2012
Western Asset Management April 2008 - December 2010
Redwood Trust August 2007 - April 2008
Mellon Capital Management May 2006 - August 2006
UCLA Medical Center August 2002 - April 2005
Skills
Financial Modeling, Fixed Income, Valuation, Business Strategy, Finance, Risk Management, Financial Analysis, Asset Management, Portfolio Management, Corporate Finance, Capital Markets, Hedge Funds, Equities, Derivatives, Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2007
MBA, Finance, Economics
University of California, Berkeley 1998 — 2002
B.S., Electrical Engineering, Computer Science
Western Asset Management September 2011 - Present
Western Asset Management May 2010 - September 2011
Western Asset Management January 2008 - May 2010
Western Asset Management August 2006 - December 2007
Western Asset Management March 2004 - August 2006
Rothstein, Kass & Company 2001 - 2004
Skills
Hedge Funds, Bloomberg, Alternative Investments, Fixed Income, Financial Analysis, Asset Managment, Mutual Funds, Accounting, SEC filings, Financial Reporting, GAAP, Bonds, Equities, US GAAP, Investments, Sarbanes-Oxley Act, Financial Statement..., Securities, Asset Management, Portfolio Management, Valuation
Education
Loyola Marymount University 1997 — 2001
Bachelor of Science, Accounting
SMC Fixed Income Management, LP August 2013 - June 2014
Merrill Lynch February 2010 - July 2013
Western Asset Management December 2005 - October 2007
Citigroup August 1997 - December 2005
Pershing Div of DLJ September 1995 - August 1997
Tucker Anthony December 1989 - September 1995
Rodman & Renshaw 1988 - 1989
Drexel Burnham Lambert 1985 - 1988
Skills
Municipal Bond..., Municipal Bond Trading, Muni Bond Specialist, Fixed Income, Bonds, Trading, Portfolio Management, Series 7, Bloomberg, Strategy, Due Diligence, Separately Managed..., Securities, Asset Allocation, Series 63, Mutual Funds, Asset Management, Capital Markets, Investments
Education
Fairfield University 1981 — 1985
Bachelor of Arts (BA), Economics
Nuveen Investments July 2006 - Present
Western Asset Management October 1999 - June 2006
Payden & Rygel 1998 - 1999
Skills
Fixed Income, Mutual Funds, Bonds, Equities, Asset Management, ETFs, Alternative Investments, Investment Strategies, Asset Allocation, Securities, Investments, Investment Management, Financial Services, Capital Markets, Portfolio Management
Education
The Johns Hopkins University 1989 — 1993
BA, Writing Seminars, Psychology
Deerfield Academy 1985 — 1989
Kyria Capital Management April 2014 - Present
Manchester Capital Management June 2011 - April 2014
Koutrakos, Inc March 2009 - March 2012
BlackRock September 2004 - June 2008
Western Asset Management June 1999 - July 2004
Skills
Trading, Investments, Fixed Income, Bonds, Asset Management, Asset Allocation, Investment Advisory, Alternative Investments, Investment Strategies, Economics, Asset Managment, Investment Banking, Investment Management, Portfolio Management, Equities, Hedge Funds, Credit, Bloomberg, Financial Modeling, Wealth Management, Private Equity, Capital Markets, Derivatives, Emerging Markets
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
MBA, Business Administration and Management, General
University of Virginia 1995 — 1999
BA, Economics
Western Asset Management December 2011 - Present
Western Asset Management November 2010 - June 2013
Western Asset Management January 2007 - October 2010
Skills
Fixed Income, Bloomberg, Hedge Funds, Asset Allocation, Derivatives, Bonds, Portfolio Management, Options, Asset Managment, Quantitative Analytics, Trading, Financial Modeling, Alternative Investments, MBS, Risk Management, Investments, Quantitative Finance
Education
City University of New York 2005 — 2006
MS, Applied Mathematics
University of Pennsylvania 1998 — 2002
BS, Mathematics, Music
Western Asset Management July 2011 - Present
Freddie Mac November 2009 - May 2011
Bank of America June 2002 - February 2009
McKinsey October 2000 - June 2002
Cornell University August 1998 - August 2000
Skills
Series 7, Portfolio Management, Fixed Income, Valuation, Capital Markets, Asset Management, Financial Modeling, Quantitative Finance, Team Leadership, Quantitative Analytics, Structured Products, Physics, Public Speaking, University Teaching, Mathematical Modeling, CMBS, Investment Banking
Education
Cornell University 1993 — 1998
Ph.D., Physics
North Carolina State University 1989 — 1993
B.S., Physics/Mathematics
NCSSM 1987 — 1989
Nicole Fitzgerald, Animal Communicator 2005 - Present
Share Our Strength April 2011 - January 2012
Share Our Strength July 2010 - March 2011
Western Asset Management December 2005 - November 2008
Citigroup Asset Management October 2002 - December 2005
Ohana Foundation 2001 - 2001
McNeil Wilson Communications 2000 - 2001
Skills
Community Outreach, Leadership, Teaching, Nonprofits, Non-profits
Education
Duke University 1995 — 1999
Bachelor of Arts, Public Policy Studies
A.M. Barbe High School 1991 — 1995
McDonough #15
Western Asset Management August 2011 - Present
Legg Mason March 2002 - August 2011
Skills
Mutual Funds, Asset Managment, SEC filings, Financial Analysis, Financial Modeling, Strategic Financial..., Valuation, US GAAP, Due Diligence, Sarbanes-Oxley Act, Corporate Finance, Investments, Financial Reporting, Financial Services, Accounting, Internal Controls, Auditing, Finance, Private Equity, Cash Management, GAAP, Asset Management, SEC Filings, Financial Planning
Education
Drexel University
Western Asset Management July 2011 - Present
Citadel Investment Group October 2010 - April 2011
CBRE Investors March 2008 - October 2010
University of Hawaii Economic Research Organization January 2004 - December 2007
Skills
Econometrics, Macroeconomics, Risk Management, Fixed Income, Quantitative Analytics, SAS
Education
CFA Institute 2008 — 2010
CFA
University of Hawaii at Manoa 2002 — 2007
Ph.D., Economics
Hitotsubashi University 2000 — 2002
Masters, Public Policy
Thammasat University 1996 — 2000
B.A., Economics
Barclays Capital May 2011 - Present
Barclays Capital September 2010 - May 2011
OppenheimerFunds June 2008 - July 2010
Western Asset Management June 2006 - June 2007
Lehman Brothers 2005 - 2006
Citigroup April 2000 - June 2005
Sonesta Hotels April 1999 - April 2000
Skills
Event Management, Corporate Events, Event Planning, Sponsorship, Customer Service, Marketing, Contract Negotiation, Public Relations, Food & Beverage, Meeting Planning, Management, Account Management, Negotiation, Marketing Strategy
Education
Fashion Institute of Technology 1989 — 1991
Och-Ziff Capital Management June 2015 - Present
Och-Ziff Capital Management May 2014 - June 2015
BlackRock October 2000 - May 2014
Western Asset Management May 1999 - October 2000
Goldman Sachs June 1992 - May 1999
Skills
Back Office, Market Data, Fixed Income, Equities, Compliance, Derivatives, Trading Systems, Asset Management, Capital Markets, Customer Relations, MBS, Process Improvement, Product Development, Team Building, Securities, Business Analysis, Sybase, Risk, Vendor Management, Change Management, Data Analysis, Strategic Planning, Program Management, Credit, Data Governance, Data Warehousing, Analysis, Requirements Analysis, Data Modeling, Architecture, Perl, Unix, Reference Data, Prime Brokerage, Bloomberg, Portfolio Management, Financial Markets, Alternative Investments, ETFs, Credit Derivatives, Bonds, Financial Services, Hedge Funds, Investment Management, Equity Derivatives, SDLC, Electronic Trading, Swaps, Options, Structured Products
Education
Long Island University, Southampton Campus 1988 — 1992
Bachelor of Science, Computer Mathematics, GPA 3.79
Capital Group July 2015 - Present
The Walt Disney Company July 2011 - July 2015
Mercer 2007 - July 2011
Western Asset Management 2004 - 2007
Skills
Executive Pay, Performance Management, Incentive Programs, HRIS, HR Consulting, Benchmarking, Broad-based Compensation, Internal Position..., Compensation, Employee Engagement, Financial Modeling, Management, Organizational Design
Education
Cornell University
BA, Chemistry
JPMorgan Chase & Co. January 2015 - Present
trueEX Group LLC June 2014 - December 2014
UBS Investment Bank July 2010 - May 2014
Western Asset Management March 2008 - May 2010
ETrade Financial January 2001 - March 2008
E*TRADE Financial January 2001 - January 2008
SoftPlus January 1999 - January 2001
U.S. Interactive 2000 - 2001
Tata Consultancy Services May 1993 - December 1998
Education
Indian Institute of Technology, Bombay 1991 — 1993
M. Tech, Computer Sci. and Engg.
University of Pune 1988 — 1990
M.Sc., Mathematics
University of Pune 1985 — 1988
B.Sc., Mathematics
BNY Mellon February 2010 - Present
Credit Suisse July 2009 - January 2010
Western Asset Management March 2008 - March 2009
Bear Stearns Asset Management June 2003 - February 2008
Bear Stearns & Co. Inc 2003 - 2008
Citigroup October 2000 - August 2002
i-flex solutions June 1988 - September 2000
Skills
Risk Management, Analysis, Project Management, SDLC, Project Delivery, Business Analysis, Treasury, Requirements Analysis, Banking, Vendor Management, Capital Markets, Financial Services, Market Risk, Fixed Income, Bonds
Education
Institute of Chartered Accountants of India 1977 — 1980
ACA, Accountancy, Auditing, Financial Management
Delhi University 1971 — 1974
BS, Chemistry
Fixed Income Investments April 2013 - Present
Western Asset Management February 2013 - April 2013
Fidelity Investments August 2012 - January 2013
Capital Group August 2005 - July 2009
Bank of America 1998 - 2005
Banc of America Securities May 1998 - August 2004
Skills
Capital Markets, Equities, Bloomberg, Fixed Income, Middle Office, Hedge Funds, Alternative Investments, Risk Management, Valuation, Fixed Income Analysis, Derivatives, Portfolio Management, Investments, Asset Management, Options, Bonds, Mutual Funds, Financial Markets, Securities, Equity Derivatives, Bloomberg Terminal, Investment Management, Trading, Swaps, FX Options, Structured Products, Credit Derivatives, Market Data, Investment Advisory, Due Diligence, Credit Analysis, Back Office, Operational Risk, Hedging, Interest Rate...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2015
BSM, Business Administration and Management, General
Colby College 1994 — 1998
Bel Air Investment Advisors April 2015 - Present
Bel Air Investment Advisors October 2013 - Present
Western Asset Management March 2012 - October 2013
Western Asset Management September 2009 - March 2012
Western Asset Management January 2004 - September 2009
Merrill Lynch December 2002 - December 2003
Coca-Cola Enterprises December 2001 - December 2002
Skills
Fixed Income, Portfolio Management, Asset Management, Trading, Mutual Funds, Swaps, Money Market, CDS, Management, Bloomberg
Education
Colgate University 1997 — 2001
BA, History
DePaul Catholic 1993 — 1997
Western Asset Management January 2006 - Present
Citigroup Asset Management May 1998 - December 2005
Consumers Distributing 1984 - 1988
Education
Kean University
Western Asset Management May 2011 - Present
Western Asset Management June 2006 - October 2011
Citigroup Asset Management 1996 - 2006
Skills
Fixed Income, Asset Managment, Equities, Bonds, Mutual Funds, Investments, Asset Allocation, Alternative Investments, Investment Management, Valuation, Performance Measurement, Relationship Management, Market Data, Cash Management, Middle Office
Education
University of the West of England 1991 — 1995
Bachelor's degree, Business Administration and Management, General
Haarlem Business School 1993 — 1994
International Business Management
Kaiser Permanente September 2015 - Present
UC Irvine July 2014 - September 2015
Western Asset Management December 2005 - July 2014
Behr Process Corporation 2005 - 2005
Kaiser Permanente 2000 - 2005
Tornado Development 2000 - 2000
WeddingChannel 2000 - 2000
Pick Systems 1998 - 2000
SnapShot 1995 - 1996
Skills
RedHat, CentOS, Solaris, NetApp, Red Hat Linux, Ubuntu, RHEL, Linux, Sun, NFS, Netbackup, NAS, Tomcat, Weblogic, Unix, Disaster Recovery, High Availability, Unix Shell Scripting, Servers, JBoss Application Server, Virtualization, ZFS, Oracle RAC
Education
El Camino College
Guardian Life Insurance Company of America January 2014 - Present
Western Asset Management September 2011 - June 2013
Royal Bank of Scotland March 2010 - July 2011
400 Capital Management LLC October 2008 - March 2010
Bank of America September 2003 - April 2008
Salomon/Citigroup 1994 - 2003
Goldman Sachs 1990 - 1994
Prudential Bache Securities 1989 - 1990
Skills
Hedge Funds, ABS, Fixed Income, Portfolio Management, Alternative Investments, Asset Managment, MBS, Securities, Capital Markets, Equities, Investments, Structured Products, Asset Management
Education
Cornell University 1979 — 1983
Western Asset Management
Skills
Fixed Income, Mutual Funds, Investments, Asset Allocation, Investment Management, Series 63, Capital Markets, Bonds, Financial Markets, Separately Managed..., Emerging Markets, ETFs, Finance, Asset Management, Asset Managment, Hedge Funds, Alternative Investments, Portfolio Management, Equities
Education
College of the Holy Cross 1994 — 1998
Western Asset Management October 2008 - Present
Skills
Core Java, Sybase, FIX Engine & Protocol, Windows Batch Script, Financial Software
Education
Caltech 2005 — 2007
HSBC April 1998 - March 2008
Western Asset Management May 1997 - April 1998
Education
University of Southern California - Marshall School of Business 1995 — 1997
Capital University of Economics and Business 1986 — 1988
Master, Economics
Tsinghua University 1980 — 1985
BS, Electrical Engineering
Western Asset Management October 2006 - Present
Global Forex Trading January 2005 - August 2006
Skills
Securities, Research, Project Management, Fixed Income, Analysis
Education
Calvin College 2000 — 2004
BA, Chinese/Japanese/Psychology
Morrison Christian Academy 1992 — 2000
Situs April 2015 - Present
Situs June 2013 - Present
Rice University August 2011 - May 2013
RigNet June 2012 - August 2012
Merrill Lynch March 2010 - July 2011
Western Asset Management June 2008 - December 2009
LaSalle Bank May 2005 - August 2005
Skills
Portfolio Strategy, Monte Carlo Simulation, Investments, Equity Research, Equity Trading, Equity Valuation, Valuation, Financial Modeling, Financial Planning, Fixed Income, Fixed Income Products, Capital Budgeting, Strategic Analysis, Business Strategy, Reconciliations, Cash Flow Forecasting, Public Speaking, Mortgage, Loans, Lines Of Credit, Microsoft Office, @Risk, SPSS, Capital IQ, Bloomberg, Bloomberg Terminal, Factset, Thomson One, Access, Citrix, Analysis, Strategy, Portfolio Management
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
Master of Business Administration (MBA), Finance, General, Second Year - Full Time
Tulane University - A.B. Freeman School of Business 2002 — 2006
BSM, Finance
Tulane University 2002 — 2006
Bachelors, U.S. History
Silver Ridge Asset Management December 2014 - Present
n.a. January 2013 - December 2014
Ally Financial Inc. September 2010 - December 2012
n.a. January 2009 - August 2010
Perry Capital February 2005 - July 2008
Credit Suisse First Boston 2003 - 2004
Nikko Citigroup 2000 - 2001
Citi 1994 - 2000
Credit Suisse First Boston 1991 - 1994
Western Asset Management 1989 - 1991
Skills
Market Risk, Hedge Funds, Risk Management, Equities, Equity Derivatives, FX Options, Fixed Income, Trading, Quantitative, Credit Derivatives, FX, Interest Rate..., Portfolio Management, Counterparty Risk, Quantitative Research, Financial Services, Bonds, Credit, Mortgage, Quantitative Modeling, Portfolio Optimization, Factor Analysis, Regulatory Liaison, Basel II, Investment Banking, Alternative Investments, CRO, Fund Of Funds, Stress Testing, CCAR, Management, Portfolio Performance..., Structured Products, Mortgage Servicing, Mortgage Banking, MBS, Quantitative Finance, Quantitative Risk, Quantitative Risk..., Derivatives, Risk Systems, Performance Measurement, Performance Attribution, Capital Markets, Asset Management, Investments, Options, Financial Risk, Valuation, Securities
Education
Princeton University 1978 — 1982
A.B.
Ecole Centrale Paris 1982 — 1983
Completed Final Year of the Diplome D'ingenieur
Munger, Tolles & Olson 2013 - Present
Simpson Thacher & Bartlett LLP 2010 - August 2013
Simpson Thacher & Bartlett LLP May 2009 - August 2009
The Blackstone Group May 2008 - December 2008
Western Asset Management May 2006 - August 2006
MTV Networks May 2005 - August 2005
Skills
Capital Markets, Mergers, Banking, Private Equity, Due Diligence, Legal Research, Legal Writing, Corporate Law, Securities Regulation, Credit, Corporate Governance, Securities, Investments, Economics, Joint Ventures
Education
Columbia University School of Law 2007 — 2010
JD
Duke University 2003 — 2007
Bachelor of Science, Economics and Public Policy
Western Asset Management February 2008 - Present
Merrill Lynch September 2006 - February 2008
State Street 2004 - 2006
Skills
Derivatives, Mutual Funds, Fixed Income, Securities, Financial Services, Asset Management
Education
City University of New York-Brooklyn College 2000 — 2002
BS, Business Management and Finance
Western Asset Management 1981 - Present
Skills
Financial Analysis, Portfolio Management, Alternative Investments, Asset Managment, High Yield, Fixed Income, Asset Allocation, Equities, Trading, Financial Modeling, Strategic Planning, Bloomberg, Capital Markets, Insurance, Bonds, Financial Services, Derivatives, Hedge Funds, Emerging Markets, Investments, Credit, Real Estate, Investment Banking, Fixed Income Analysis, Investment Management, Investment Strategies, Series 63, Wealth Management, Equity Derivatives, Asset Management, Credit Derivatives, Structured Products, Global Macro, Mutual Funds, Financial Markets
Education
Lewis and Clark College 1977 — 1981
B.A./B.S., English Literature/Business Administration
Western Asset Management Product SpecialistWestern Asset managementJanuary 2010 - Present
Citigroup Asset Management June 1982 - December 2005
Education
Fordham Gabelli School of Business 1981 — 1984
MBA, Finance
Liberal Arts College 1973 — 1976
BFA, Fine Arts
Credit Suisse February 2015 - Present
Merrill Lynch February 2014 - December 2014
Credit Suisse September 2013 - December 2013
Tyco International April 2012 - September 2013
Citigroup August 2010 - August 2011
Western Asset Management July 2006 - October 2010
Bloomberg January 2001 - May 2006
Skills
SQL, Fixed Income, Bloomberg, Swaps, Derivatives, FX Options, Equities, Bonds, Bloomberg Terminal, Asset Management, Options, Trading Systems, VBA, Investment Banking, Financial Markets
Education
DePaul University 2000 — 2000
Certification, Computer Science
University of Iowa 1994 — 1999
BA, Italian & International Business
City National Bank October 2010 - Present
First Quadrant March 2006 - September 2009
ANALYTIC INVESTORS 2002 - 2007
Western Asset Management January 1988 - January 1999
Skills
Equities, Hedge Funds, Bloomberg, Fixed Income, Asset Managment, Portfolio Management, Derivatives, Alternative Investments, Investments, Investment Strategies, Advent, Investment Management, Risk Management, Mutual Funds, Securities, Asset Allocation, Financial Analysis, Financial Modeling, Trading, Fund Administration, Capital Markets, Asset Management
Education
University of La Verne 2012 — 2015
Bachelor of Business Administration (B.B.A.), Concentration in Finance
Citrus College 1999 — 2010
Associate Degree, Business Management
Zynga October 2012 - Present
Intelius October 2010 - August 2012
Way Basics July 2009 - May 2010
Western Asset Management May 2009 - July 2009
CyberLink July 2006 - July 2008
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Vizio, Omniture, Oracle BIEE, Google Analytics, Google Adwords, SAS, SPSS, SnagIt, Product Management, Product Requirements, Project Management, Process Improvement, Product Design, User Experience, User Interface Design, Monetization, Conversion Optimization, Customer Retention, Quantitative Analytics, Segmentation, Probability, Statistics, Optimizations, Demographic Analysis, Marketing Management, Market Research, Demographic Profiling, Web Analytics, Search Analysis, Mobile Design, Social Media, Leadership, Analytical Skills, Results Driven, Communication, Initiave, Problem Solving, Customer Oriented, Creativity, Efficiency, Teamwork, Thought Leadership, Fast Learner, Strategic Thinking, Achieving Results, MBA, Mandarin
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2010
Master of Business Administration (MBA), Product, Strategy, Marketing, Quantitative Analysis
University of California, Irvine 2001 — 2005
Bachelor of Science (B.S.), Information & Computer Science
San Marino High School 1997 — 2001
Western Asset Management June 2004 - Present
Bank of america 1997 - 2004
Education
Claremont McKenna College 1995 — 1999
Mathematics
Western Asset Management December 2005 - Present
Project Renewal 2007 - Present
Citigroup Asset Management January 1997 - December 2005
Skills
Fixed Income, Strategic Planning, Finance, Mutual Funds, Hedge Funds, Asset Allocation, Management, Bonds, Corporate Finance, Valuation, Risk Management
Education
Columbia University - Columbia Business School
MBA, Finance
AIG June 2014 - Present
Western Asset Management April 2013 - July 2013
Clearview Capital November 2012 - January 2013
Mizuho Corporate Bank July 2010 - February 2012
ANZ Investment Bank January 2007 - July 2009
NORCOM OF NY TELECOMMUNICATIONS SOLUTIONS October 2006 - December 2006
LEGALINK MANHATTAN March 2006 - June 2006
Africa Venture Partners August 2005 - November 2005
Skills
Sales, Business Development, Market Research, Marketing
Education
Howard University
BACHELOR, BUSINESS ADMINISTRATION/Marketing
NEW YORK UNIVERSITY SCHOOL OF CONTINUING
PIMCO October 2012 - Present
Wall Street Prep Financial and Valuation Modeling Self-Study Program May 2012 - Present
Western Asset Management January 2009 - November 2011
Western Asset Management June 2007 - January 2009
Skills
Derivatives, Swaps, Fixed Income, Reconciliation, Markitwire, Bloomberg, Hoovers, Microsoft Word, Microsoft Excel, PowerPoint, Access, MS Excel Pivot Tables, Financial Modeling, Financial Statement...
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2005 — 2007
MBA, Finance and Strategy, 3.85/4.0
University of California, Irvine Extension 2002 — 2003
Certificate, Investor Relations
Tunghai University 1994 — 1998
Bachelor of Arts (B.A.), International Trade
Northern Trust Asset Management June 2014 - Present
Allstate Investments, LLC December 2010 - February 2014
Western Asset Management Company October 2007 - May 2009
Western Asset Management November 2000 - September 2007
Education
DePaul University 1985 — 1988
Masters in Business Administration, Finance and Financial Management Services
Marquette University 1979 — 1983
B.S. in Business Administration, Finance and Financial Management Services
Western Asset Management July 2011 - Present
Western Asset Management June 2007 - July 2011
Advisor Software May 2006 - August 2006
Trust Company of the West January 2006 - April 2006
Skills
Bloomberg, Emerging Markets, Asset Management, Financial Modeling, Portfolio Management, Financial Analysis, Financial Risk, Structured Finance, SAS, Credit Risk, Valuation, Microsoft SQL Server, C++, Trading, Analysis, Fixed Income, Finance, Market Risk, Derivatives, Securities, Interest Rates
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2005 — 2007
Master of Science (M.S.), Financial Engineering, 3.87
Ohio University 2004 — 2005
Master of Business Administration (MBA), Finance, General, 3.78
PSG College of Technology 2000 — 2004
Bachelor of Engineering (B.E.), Information Technology, 3.84
SSI Investment Management June 2013 - Present
Western Asset Management November 2007 - October 2011
Skills
Fixed Income, Operations Management, Account Reconciliation, Bloomberg, Microsoft Excel, Equities, Economics, Microsoft Office
Education
Creighton University 2009 — 2012
MS, Security Analysis
Miami University 2002 — 2005
Bachelor of Science (BS), Accounting
Miami University 2002 — 2005
Bachelor of Science (BS), Finance and Financial Management Services
Boomtown! September 2014 - Present
Visium Asset Management June 2015 - Present
Clarksons June 2014 - June 2015
InfoHedge Technologies LLC September 2013 - July 2014
Markit May 2012 - July 2013
Newedge January 2011 - June 2012
fox pitt kelton 2006 - 2009
WESTERN ASSET MANAGEMENT February 2006 - October 2006
CIBC World Markets 2001 - 2003
Skills
Bloomberg, Market Data Analysis &..., Turret Support &..., VMware Infrastructure, VoIP, Active Directory, Microsoft Office, VBScript, Windows 7, Windows Server 2003, Windows Server 2008, Technical Support, Citrix Metaframe, Disaster Recovery, ITIL, Blackberry, Data Center, Trading Systems, Laptops, Troubleshooting, Windows Server, Market Analysis, Market Data, Network Administration, VMware, Options, Hardware, Electronic Trading, SQL, XP, Operating Systems, Cisco Technologies, System Administration, Networking, Virtualization, Microsoft Exchange, Citrix, Vendor Management, CRM, Blackberry Enterprise..., Infrastructure, Incident Management, VPN, Computer Hardware, DNS, IT Operations, Servers, SharePoint, IT Service Management, IT Management
Education
DeVry University 2001 — 2003
A.A.S, Electronic Engineering
john bowne high school 1992 — 1995
Diploma, Advanced English
Lagerlof, Senecal, Gosney & Kruse, LLP August 2014 - Present
Lagerlof, Senecal, Gosney & Kruse, LLP May 2013 - August 2013
Kimball, Tirey & St. John June 2012 - August 2012
Western Asset Management January 2010 - July 2011
Latham & Watkins December 2007 - 2009
Mar Investments January 2004 - December 2007
Education
Loyola Law School, Loyola Marymount University 2012 — 2014
J.D.
University of Southern California 2007 — 2009
B.A., Philosophy
Hanover Street Capital July 2014 - Present
Deutsche Bank September 2009 - June 2014
Western Asset Management May 2008 - July 2008
Skills
Financial Structuring, Valuation, Fixed Income, Banking, Financial Modeling
Education
Carnegie Mellon University 2007 — 2009
Western Asset Management June 2014 - Present
Western Asset Management June 2008 - May 2014
Western Asset Management July 2007 - June 2008
Western Asset Management November 2006 - July 2007
Skills
Bloomberg, Bonds, Fixed Income, Alternative Investments, Project Management, Microsoft Excel, Investments, Financial Modeling, Visual Basic, Asset Managment, Research, International Business, Cross-functional Team..., Asset Management, Securities, Trading, Portfolio Management, Cash Management, Business Analysis, Financial Analysis, Asset Allocation, Microsoft Office, Microsoft Word, PowerPoint
Education
Loyola Marymount University 2011 — 2013
MBA, Finance, International Business
University of Southern California 2002 — 2006
BS, Business Administration, Finance - Investments
San Pasqual Fiduciary Trust Company 2015 - Present
Garrett & Tully, APC May 2014 - August 2014
Western Asset Management November 2009 - May 2013
Capital Group August 2008 - December 2008
Capital Group May 2008 - August 2008
Ameriprise Financial Services, Inc. May 2006 - August 2006
Skills
Valuation, Investments, Accounting, Portfolio Management, Financial Modeling, Financial Analysis, Public Speaking, Bloomberg, Equities, Asset Management, Finance, Microsoft Excel, Due Diligence, Fixed Income, Legal Research, Legal Writing
Education
Loyola Law School, Loyola Marymount University 2013 — 2016
Estate Planning
Georgetown University - The McDonough School of Business 2005 — 2009
BS, Finance, Management
Loyola High School of Los Angeles 2001 — 2005
Capital Group August 2015 - Present
Wells Fargo Principal Investing July 2012 - Present
Western Asset Management June 2011 - August 2011
New York City Economic Development Corporation August 2007 - July 2010
Skills
Structured Products, Financial Modeling, Asset Managment, Financial Analysis
Education
University of Southern California - Marshall School of Business 2010 — 2012
Colgate University 2003 — 2007
BA, Economics
Western Asset Management August 2009 - Present
Western Asset Management London 2008 - 2009
Dalton Strategic Partnership 2002 - 2008
Skills
Hedge Funds, Fixed Income, Equities, Derivatives, Asset Managment, Investments, Investment Management, Portfolio Management, Credit Derivatives, Market Risk, FX Options, Structured Products, Risk Management, Asset Management, Alternative Investments, Capital Markets
Education
Imperial College London 1990 — 1994
PhD, Experimental Particle Physics
Newcastle University 1983 — 1988
MBBS, Medicine, Surgery
Roosevelt & Cross 2008 - Present
Western Asset Management February 1992 - October 2007
Education
Fairfield University 1975 — 1979
B.A., Economics
Legg Mason January 2011 - Present
Western Asset Management June 2008 - January 2011
Wilshire Associates November 2004 - May 2008
Skills
Fixed Income, Mutual Funds, Portfolio Management, Equities, Asset Management, Investment Strategies, Investments, Asset Allocation, Bloomberg, Finance, Series 63, Analytics, Series 7, Hedge Funds, Securities, Investment Management, Alternative Investments
Education
Canisius College
B.S., Finance
MarketShare January 2013 - Present
MarketShare January 2012 - December 2012
MarketShare January 2011 - December 2011
MarketShare January 2010 - December 2010
MarketShare July 2008 - December 2009
HSBC 1998 - 2008
Western Asset Management 1997 - 1998
Skills
Analytics, Data Analysis, Data Management, Marketing Analytics, SAS, Data Mining, Predictive Analytics, Database Design, Web Applications, Project Management, Team Leadership, Team Management, Team Training, Resource Management, Technical Hiring, Problem Solving, Team Building, Business Initiatives, Standards Development
Education
University of Southern California 1995 — 1997
Master, Information Management
Capital University of Economics and Business
Master, Economics
Tsinghua University
BS, Electrical Engineering, Bachlor
Western Asset Management December 2004 - Present
CIBC World Markets March 2002 - May 2003
J.P. Morgan October 2000 - March 2002
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2004
MSCF
University of California, Berkeley 1996 — 2000
Minor
University of California, Berkeley - Walter A. Haas School of Business 1996 — 2000
BS
Western Asset Management April 2015 - Present
Bigger Stone, Inc. April 2014 - January 2015
DC Distributions, Inc. January 2012 - April 2014
Professor Jane Sherron DeHart June 2011 - February 2014
Skills
Market Research, Microsoft Office, Research, Microsoft Excel, Qualitative Research, FX Derivatives, Economics, Portfolio Management, Risk Management, Financial Analysis, Financial Modeling, Data Analysis, Analysis, PowerPoint
Education
University of California, Los Angeles 2013 — 2014
Extension & Concurrent Enrollment
University of California, Santa Barbara 2008 — 2011
Bachelor's Degree, Business Economics
Hong Kong University of Science and Technology - School of Business and Management
Study Abroad
West Asset Management 2008 - Present
Western Asset Management January 2003 - August 2008
Dawn Foods February 2002 - October 2003
Complete Sales, Inc. 1992 - 2002
Skills
Account Management, Customer Service, Customer Relations, Client Relationship..., Client Development, Customer Satisfaction, Customer relationship..., Analytical Abilities, Quality Assurance
Education
Kennesaw State University 2005 — 2006
Paralegal Certificate, Law
Ridge Clearing 2005 - 2012
JP Morgan Chase Mortgage Company 2004 - 2005
Instinet Incorporated 2000 - 2003
Western Asset Management 1999 - 2000
Barclays Capital 1997 - 1999
Lehman Brothers 1996 - 1997
UBS 1993 - 1996
Mabon Securities Corp. 1992 - 1993
Bear Stearns 1989 - 1992
Drexel Burnham Lambert 1986 - 1989
Skills
Settlement, Middle Office
Education
CUNY New York City College of Technology
Marketing/Sales Management
Jacob Asset Management October 2013 - Present
The Side by Side Foundation May 2011 - December 2014
Western Asset Management June 2013 - August 2013
Bel Air Investment Advisors March 2013 - June 2013
UBS June 2012 - October 2012
James J. Boyle & Co September 2011 - January 2012
Education
University of Southern California 2010 — 2014
Bachelor of Science (BS)
Colorado College
Oakwood
Goldman Sachs March 2010 - Present
Matrix Capital September 2008 - December 2009
Western Asset Management March 2008 - July 2008
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Management, Equities, Corporate Finance, Risk Management, Valuation, Investments
Education
Ithaca College 2003 — 2007
Bachelor’s Degree, Business Administration/International Business