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
Oaktree Capital Management January 2015 - Present
First Pacific Advisors July 2012 - January 2015
Nuveen Investments February 2007 - July 2012
Western Asset Management 2004 - 2007
Smith Barney 2000 - 2002
Skills
Mutual Funds, Securities, Fixed Income, Alternative Investments, Hedge Funds, Investments, Equities, Asset Management, Series 7, Bloomberg, Due Diligence, Asset Allocation, Portfolio Management, Bonds, Investment Management, Derivatives, Capital Markets, FINRA, Financial Analysis, Investment Advisory, Compliance Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
Master of Business Administration (MBA), Finance, General
University of California, Irvine 1998 — 2002
BA, Economics
SpaceX May 2015 - Present
MyGnar, Inc November 2013 - Present
Western Asset Management March 2012 - May 2014
Orange County Container September 2010 - March 2012
Stern Fisher Edwards Investment Counsel June 2008 - August 2008
Skills
Analysis, PowerPoint, Private Equity, Research, Valuation, Corporate Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Equities, Bloomberg, Alternative Investments, Asset Management
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Singularity University 2013 — 2013
Executive Program, Entrepreneurship and Future Technologies
Princeton University 2006 — 2010
Bachelor of Arts (BA), Economics
Loyola High School 2002 — 2006
Bank of America June 2013 - Present
JPMorgan Chase January 2004 - June 2013
Morgan Stanley 1999 - 2002
Western Asset Management 1997 - 1999
Donaldson, Lufkin & Jenrette 1994 - 1997
Technology Solutions Company 1992 - 1994
Technology Consulting 1990 - 1992
Coopers & Lybrand Consulting 1988 - 1990
DynaMedix Corp 1983 - 1988
Bell Laboratories 1981 - 1983
Skills
Fixed Income, Financial Services, Investment Management, Management, Software Development, Risk Management, Banking, SDLC, Vendor Management, Portfolio Management, Equities, Business Analysis, Derivatives, Capital Markets, IT Strategy, Treasury Services, Asset Management, Investment Banking, Financial Risk, Hedge Funds
Education
Stevens Institute of Technology 1982 — 1985
MS, Computer Science
Queens College 1977 — 1981
BA, Mathematics
Western Asset Management June 2015 - Present
Phi Kappa Psi January 2015 - May 2015
East West Bank May 2014 - June 2014
Specialty Equipment Market Association (SEMA) May 2014 - May 2014
Skills
Teamwork, Positive Personality, Social Media, Microsoft Office, Social Networking, Data Analysis
Education
University of California, Berkeley 2013 — 2017
Economics, Sophomore
CVS Caremark Corporation August 2014 - Present
CVS Caremark Corporation January 2013 - August 2014
Genpact Headstrong Capital Markets June 2010 - August 2014
Federal Home Loan Bank of San Francisco April 2012 - November 2012
Western Asset Management January 2011 - April 2012
Chevron 2007 - June 2010
Satyam May 2004 - June 2010
CIBC June 2004 - September 2006
Cognizant Technology Solutions August 2003 - April 2004
Prithvi Information Solutions May 2000 - August 2003
Skills
Quality Center, QTP, Manual Testing, Test Automation, Test Management, Testing, Test Planning, Integration, Requirements Analysis, Software Quality..., User Acceptance Testing, SDLC, System Testing, Test Strategy, Regression Testing, Agile Methodologies, Test Cases, Software Project..., Defect Tracking, LoadRunner, Performance Testing, Scrum, Agile Project Management, Agile Testing, Oracle, Waterfall, Functional Testing, Release Management, SharePoint, Databases, Load Testing, WinRunner, Quality Assurance, Requirements Gathering, Selenium, Web Testing, Bugzilla, Business Requirements, Unix, CMMI, Requirements Management, BizTalk, Data Warehousing, HP QTP, HP Quality Center
Education
Aurora PG College 1997 — 2000
MCA, Computer Science
Osmania University 1997 — 2000
B.Sc, Computer Science
Sacred Heart
Western Asset Management September 2012 - Present
Western Asset Management August 2009 - September 2012
KPMG August 2006 - August 2009
Education
UCLA Anderson School of Management 2011 — 2014
MBA, Finance
University of California, Los Angeles 2002 — 2006
BA, Economics and Accounting
London School of Economics and Political Science 2004 — 2004
Economics
Capgemini Financial Services August 2014 - Present
Western Asset Management March 2011 - August 2014
Royal Bank of Scotland May 2008 - February 2011
Morgan Stanley Wealth Management August 2006 - May 2008
Government of India August 2004 - August 2006
Skills
Spring, Java Enterprise Edition, Sybase, Core Java, Struts, JMS, Microsoft SQL Server, Investment Banking, Swing, J2EE, FIX, Derivatives Trading, Bond Markets, Credit Derivatives, Swaps, Financial Risk..., JBoss Application Server, Weblogic, Currency Futures, Corporate Financial..., Financial Regulation, Mutual Funds, Money Market, Structured Products, Integration, Business Analysis, WebLogic, Spring Framework
Education
GARP , Global Association of Risk Professionals 2014 — 2015
FRM, Financial Risk Manager, Credit Risk, Market Risk, Operational Risk, Passed Level 2, Experience certification pending
National Institute of Technology Surat 2000 — 2004
B. Tech, Computer Science and Engineering
Shegerian & Associates, Inc. February 2015 - Present
Levine & Blit, LLP May 2013 - January 2015
Legal Aid Foundation of Los Angeles July 2012 - August 2012
Western Asset Management May 2012 - July 2012
Law Office of Russell J. Thomas, Jr. February 2011 - June 2011
Skills
Legal Research, Legal Writing, Employment Law, Westlaw, Litigation, Civil Litigation, Lexis, Trials, Hearings, Depositions, Employment..., Courts, Torts, Public Speaking, Mediation, Court Appearances, LexisNexis
Education
Pepperdine University School of Law 2011 — 2014
Juris Doctor; Straus Institute for Dispute Resolution Certificate
University of California, Irvine
Bachelor of Arts (B.A.), Political Science and Psychology & Social Behavior
Turner Construction Company September 2014 - Present
Santa Clara University September 2010 - Present
Salesforce.com June 2013 - September 2013
Western Asset Management June 2012 - August 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Research, Finance, Time Management, Data Analysis, Management
Education
Santa Clara University 2010 — 2014
Loyola High School of Los Angeles 2006 — 2010
Western Asset Management June 2014 - Present
Halston Operating Company, LLC May 2012 - August 2012
Skills
PowerPoint, Financial Modeling
Education
University of Southern California 2011 — 2013
Bachelor of Science (B.S.), Business Administration
Pasadena City College 2009 — 2011
Associate of Arts (A.A.), Social and Behavioral Science
Deloitte & Touche LLP January 2014 - Present
Bank of America December 2011 - December 2013
Western Asset Management November 2009 - December 2011
Micronomics September 2008 - April 2009
RNC Genter Capital Management September 2007 - February 2008
KPMG June 2007 - August 2007
Skills
VBA, Microsoft SQL Server, Java, SAS, Bloomberg Terminal, Microsoft Office, Investments, Options, Bloomberg, Derivatives, SSIS, FXPress, SunGard Invest..., Advanced Trading..., C++
Education
UCLA 2005 — 2008
BA, Major in Economics, with a Minor in Accounting, and Programming in Computing Specialization
University of California, Los Angeles 2005 — 2008
Bachelor of Arts (B.A.), Economics
Pierce College
Boombang April 2015 - Present
The Living Through Giving Foundation - #hashtaglunchbag September 2014 - Present
Arts Bridging the Gap August 2014 - Present
Christina Development Corporation September 2012 - October 2014
The Movember Foundation June 2012 - January 2013
The Movember Foundation December 2010 - June 2012
Western Asset Management 2004 - 2010
Mercator Advisory Group 2002 - 2004
University of Southern California 2001 - 2002
Skills
Marketing, Management, Fundraising, Investments, Social Media, Strategy, Social Networking, Social Media Marketing, Entrepreneurship, Leadership, Business Development, Integrated Marketing, Strategic Partnerships, Online Advertising, Customer Service, Business Strategy, Public Relations, Advertising, Sales, Strategic Planning, Email Marketing, Start-ups, Marketing Communications, Marketing Strategy, Market Research, Strategic Communications, Project Management, Product Marketing, Client Relations, International Relations, Fixed Income, Online Marketing, Philanthropy, Digital Marketing, Brand Management, CRM, Branding, Market Analysis, Brand Development, Finance, Operations Management, Leadership Development, Non-profit Board...
Education
University of Southern California 2000 — 2002
Letters, Arts & Science, Sociology
Pepperdine University 1997 — 2000
Public Relations, Advertising, and Applied Communication
Loyola High School 1993 — 1997
St. James' Episcopal School
Western Asset Management August 2014 - Present
Western Asset Management June 2010 - July 2014
Western Asset Management September 2007 - June 2010
Pacific Church of Irvine March 2006 - June 2008
Skills
Chartered Financial..., Investment Management, Fixed Income, Asset Allocation, Bloomberg, Public Speaking, Fixed Income Analysis, Client Relationship..., Security Analysis, Asset Managment, Sector Research, Client Education, Asset Management, Investments, Portfolio Management, Bonds, Alternative Investments, Investment Strategies, Securities
Education
Golden Gate Baptist Theological Seminary 2003 — 2006
Master of Divinity (M.Div.)
Pepperdine University 1999 — 2002
Bachelor of Arts (BA), Religion/Religious Studies
Western Asset Management May 2011 - Present
BlackRock February 2008 - September 2010
State Street Bank June 2004 - February 2008
Skills
Investments, Fixed Income, Asset Management, Alternative Investments
Education
San Jose State University 1999 — 2003
Bachelor of Science (B.S.), Finance
Monterey Energy, Inc. January 2011 - Present
Monterey Lighting Solutions January 2004 - Present
The Walt Disney Company June 2003 - December 2003
Western Asset Management June 2002 - May 2003
KPMG June 1999 - June 2002
Skills
Sales Management, Energy Audits, Cross-functional Team..., Financial Modeling, Energy Efficiency, Energy Conservation, Strategic Planning, New Business Development, Forecasting, Financial Analysis, Business Strategy, Process Improvement, Microsoft Excel, Energy Management, Budgets, Renewable Energy, Energy, Customer Service, Negotiation, Purchasing, Auditing, Finance, Sustainability, Contract Negotiation, Contract Management, Pricing, Business Planning, Start-ups
Education
Loyola Marymount University, College of Business Administration 1996 — 1999
BS Accounting, Accounting
Accenture March 2014 - Present
Accenture September 2010 - March 2014
Accenture February 2009 - September 2010
Spread the Fire 2007 - 2008
Western Asset Management June 2005 - August 2005
Skills
Finance, Corporate Finance, Managerial Finance, Account Reconciliation, Accounts Payable, Accounts Receivable, Management, Portfolio Management, Variance Analysis, Pricing, Banking, Fixed Income, Strategic Analysis, Financial Modeling, Financial Analysis, Analysis, Leadership, SAP, Sarbanes-Oxley Act
Education
Texas State University 2002 — 2006
BBA, Finance
Flower Mound Elementary
Marcus High School
Instinet Incorporated January 2015 - Present
Simplify. January 2013 - December 2014
Western Asset Management May 2007 - March 2008
FutureTrade Technologies January 2005 - May 2007
Wells Fargo, Private Client Services May 2004 - October 2004
Washington Mutual, Financial Solutions Group June 2003 - March 2004
Bank of America July 2001 - July 2003
Chase Capital Partners February 2000 - November 2000
Deutsche Bank Private Banking October 1998 - February 2000
Oppenheimer Capital Management February 1996 - October 1998
Skills
Budgets, Integration, Management, Equities, Leadership, Analysis, Risk Management, Asset Management, Fixed Income, Program Management, Business Process, Derivatives, Asset Managment, Portfolio Management, Business Analysis, Electronic Trading, FX Options, Finance, Financial Markets, Financial Services, Hedge Funds, Operations Management, Options, SDLC, Strategy, Trading, Trading Systems
Education
University of Kansas - Graduate School of Business 1991 — 1993
MBA, Operations Management
The University of Kansas 1981 — 1985
Liberal Arts, Chemistry, Biology
Paola High School
Western Asset Management June 2015 - Present
Thomson Reuters Financial & Risk October 2013 - May 2014
Thomson Reuters Financial & Risk January 2012 - October 2013
Thomson Reuters Financial & Risk January 2011 - January 2012
Trinity College - Hartford September 2009 - December 2009
State Street Global Markets June 2009 - August 2009
Putnam Investments June 2007 - August 2007
Gottex Fund Management June 2005 - August 2005
Skills
Economics, Bloomberg Terminal, Fixed Income Analysis, Microsoft Excel, Financial Economics, Salesforce.com, Credit Derivatives, Econometric Modeling, Financial Statements, Sales Presentations, Mortgage Banking, Exotic Derivatives, Interest Rate Swaps, Reuters 3000, Fixed Income Technology, Problem Solving, Financial Markets, Java, Financial Calculations, Neuroscience, Statistical Software, Valuation, Trading, Portfolio Performance...
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Trinity College, Hartford CT 2006 — 2010
Bachelor of Arts, Economics
The National Society of Leadership and Success May 2014 - Present
Texas A&M Commerce/Dallas August 2013 - September 2014
Vibrant Home Health March 2013 - October 2013
Rock Creek Health & Rehab March 2012 - March 2013
Farmers Insurance January 2011 - March 2012
Western Asset Management 2005 - 2006
Skills
Customer Service, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Employee Benefits, Training, Public Speaking, Data Entry, Employee Relations, Recruiting, Human Resources, Coaching, Health Insurance, Team Building, Insurance, Healthcare, Research, Workers Compensation
Education
Texas A&M University-Commerce 2013 — 2015
Bachelor's, Social Work
Paris Junior College 2011 — 2013
Associate of Science (A.S.), Social Work
Beach Point Capital Management April 2015 - Present
Payden & Rygel November 2009 - April 2015
Western Asset Management July 2008 - November 2009
Kessler Companies June 2007 - July 2008
Skills
Derivatives, Trading, Bloomberg, Currency, Asset Management, Securities, Investments, FX Options, Series 7, Series 63, Series 3, FX Connect, Settlement, Options, FX Trading, Charles River, Portfolio Mangement, Asset Allocation, Currency Management, Developed & Emerging..., CFA, Attention to Detail, Excel & VBA, Charles River IMS, Bloomberg AIM
Education
UCLA Anderson School of Management 2014 — 2017
MBA (Part-Time), Finance
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
BS, Business - Finance
Ascend Learning June 2012 - April 2014
ACT-1 Personnel Services April 2011 - June 2012
Cetera Financial Group February 2010 - April 2011
Western Asset Management August 2007 - May 2009
Robert Half International November 2006 - July 2007
Skills
Sourcing, Recruiting, Interviews, Negotiation, Customer Service, Staffing Services, Temporary Placement, College Recruiting
Education
University of Arizona
B.S, Retail and Consumer Studies
Deutsche Asset Management May 2013 - Present
Western Asset Management June 2012 - August 2012
UCLA Anderson School of Management 2012 - 2012
UCLA Anderson School of Management 2012 - 2012
UCLA Anderson School of Management 2012 - 2012
Credit Suisse January 2010 - December 2011
Credit Suisse February 2008 - December 2009
Accenture January 2007 - June 2007
Skills
VBA, Access, Credit, C++, Derivatives, Bloomberg, Quantitative Analytics, Quantitative Finance, Fixed Income, Time Series Analysis, Equities, SAS, Valuation, Matlab, Financial Engineering, Financial Modeling, Trading, Equity Research, Investment Banking, Options, Portfolio Management, Emerging Markets, Bonds, Structured Finance, Swaps, Financial Risk
Education
UCLA Anderson School of Management 2012 — 2012
Master of Financial Engineering, Financial Engineering
Nanyang Technological University 2004 — 2008
Bachelor of Engineering, Electrical and Electronic Engineering
PNC July 2015 - Present
PNC Financial Services Group July 2009 - July 2015
Western Asset Management September 2005 - July 2007
Citigroup August 2001 - April 2005
Tata Consultancy Services July 1999 - April 2001
Skills
Fixed Income, Risk Management, Credit, Corporate Finance, Capital Markets, Asset Allocation, Trading, Treasury Management, Electronic Trading, Portfolio Management, Bloomberg, Derivatives, Credit Analysis, Financial Modeling, Equities, Wealth Management
Education
Penn State University 2007 — 2009
MBA, Corporate Finance, Strategic Leadership, Supply Chain management
Pennsylvania State University-Erie Campus 2007 — 2009
Masters of Business Administration, Corporate Finance
University of Mumbai 1995 — 1999
BE, Computer Engineering
San Luis Obispo Museum of Art December 2013 - Present
Fine Arts Museums of San Francisco September 2011 - November 2013
National Park Service April 2012 - September 2013
USS Hornet Museum November 2012 - March 2013
Phoebe A. Hearst Museum of Anthropology May 2012 - August 2012
USS Hornet Museum February 2012 - April 2012
J. Paul Getty Museum February 2010 - August 2011
Western Asset Management March 2006 - August 2011
UCLA Rijksuniversiteit Groningen Fayum Project in Egypt October 2005 - November 2005
Skills
Museum object..., Collection Management..., Environmental Control, Integrated Pest..., Exhibit Design, Nonprofit Fundraising, Museum Collections, Fundraising, Museums, Archives, Art Exhibitions, Historic Preservation, Archaeology, Photography, FileMaker, Event Planning, History, Social Media, Curating, Cultural Heritage, Art Handling, Newsletters, Preventive Conservation, Data Entry, Oral History, Research, Editing, Nonprofits, Databases, Archival Research, Digitization, Historical Research, Anthropology, American History, Cataloging, Hygrothermograph, Object Handling, Membership Growth, Registration, Exhibit Preparation, Informal Education, Fundraisers, Database Administration, Conservation Issues, Membership, Event Management, Database Admin, Historical..., Cultural Institutions, Digital Photography
Education
San Francisco State University 2011 — 2013
MA, Museum Studies
University of California, Los Angeles 2003 — 2005
BA, Ancient Near Eastern Civilizations
Allan Hancock College 2001 — 2003
AA, Transfer Studies
MUFG Americas August 2014 - December 2014
Teach For America June 2013 - July 2014
TIAA-CREF June 2010 - December 2012
Teach For America May 2009 - June 2010
Western Asset Management 2003 - May 2009
CIBC World Markets August 2000 - December 2002
A.T. Kearney November 1997 - October 1999
McKinsey & Co., Inc. April 1988 - March 1997
Up With People 1983 - 1984
Skills
Talent Acquisition, Talent Management, Human Capital Management, Human Resources, Recruiting, Technical Recruiting, Campus Recruiting, Executive Recruiting, Applicant Tracking..., Leadership, Organizational..., Executive Search, Personnel Management, Organizational Design, Deferred Compensation, Organizational..., Employee Relations, Strategy, Interviews, Management, Management Consulting, SDLC, Team Building, College Recruiting, Onboarding, Sourcing, Internet Recruiting, Executive Management, Succession Planning, Workforce Planning
Education
New York Institute of Technology-Old Westbury 1995 — 1996
MS, Human Resource Mgmt. & Labor Relations
Rollins College 1985 — 1987
BA, Communications
Western Asset Management June 2010 - August 2010
Kappa Alpha Psi Fraternity, Inc May 2010 - June 2010
UC Berkeley Event Management August 2008 - May 2010
American Apparel December 2009 - January 2010
The Holmes Law Firm May 2009 - August 2009
Los Angeles Sparks June 2008 - August 2008
Education
University of California, Berkeley 2008 — 2012
Business Globalization, Chinese
Loyola High School 2004 — 2008
7x7 Executive Transportation January 2011 - Present
Western Asset Management May 2010 - June 2013
Practice Corporation 2004 - 2004
Charles Schwab Australia 2000 - 2001
Charles Schwab 1992 - 2001
Esprit de Corp 1986 - 1992
Myers-Holum 1988 - 1990
Rand Information Systems 1977 - 1984
Baltimore City Department of Planning 1972 - 1976
Skills
SDLC, Portfolio Management, Fixed Income, Financial Services, IT Strategy, Cross-functional Team..., Leadership, Trading Systems, Vendor Management, Business Intelligence, Enterprise Architecture, Project Portfolio..., Integration, Strategy, Business Process..., Entrepreneurship, Luxury Transportation
Education
Staples High School
The Johns Hopkins University
BA
Capital Group November 2014 - Present
Western Asset Management October 2013 - October 2014
The Velankani Group December 2010 - August 2013
Nisshin Fire & Marine Insurance Co. (Tokio Marine Group) 2009 - 2009
Skills
Business Development, Project Management, Financial Modeling, Due Diligence, English, Finance, Bloomberg, Microsoft Office, Marketing, Emerging Markets, Data Analysis, Investments, Valuation, African markets, Research, Project Planning, Microsoft Excel, Financial Analysis, International Market..., Frontier Markets, New Markets Development, Investment Banking, Foreign Investment
Education
Santa Clara University 2006 — 2010
Bachelors of Science, Economics, English, Philosophy
上智大学 2009 — 2009
Economics, Japanese Language
Western Asset Management January 2014 - Present
EdgeThought Inc August 2013 - Present
RKV Technologies October 2012 - January 2014
Sendmail Inc July 2012 - October 2012
eVenture Technologies, LLC March 2012 - July 2012
Tek Systems, Los Alamos National Laboratory August 2011 - February 2012
New Mexico highlands University August 2008 - August 2011
Imagine One June 2011 - July 2011
Spar Solutions May 2010 - May 2011
Terradatum Inc April 2010 - July 2010
Skills
Eclipse, Java, Linux, XML, JSP, Java Enterprise Edition, MySQL, Ant, SQL, Tomcat, JDBC, JUnit, Spring, Servlets, Oracle, CVS, Scrum, JavaScript, Swing, PostgreSQL, Databases, Perl, Subversion, C, Programming, Unix, C++, Python, Hibernate, Struts, Software Development, JSF, CSS, Maven, SOAP, REST, GWT, Microsoft SQL Server, Spring Framework, Web Services
Education
New Mexico Highlands University 2000 — 2004
MS, Media Arts and Computer Science
New Mexico Highlands University 1996 — 2002
BS, Computer Science
New Mexico Tech University
Current PhD Candidate, Computer Science
Randstad Technologies US January 2012 - Present
Western Asset Management January 2012 - Present
DIRECTV November 2010 - January 2012
Fabica Inc. July 2009 - November 2010
DIRECTV July 2009 - October 2010
Ryan Consulting Group December 2007 - August 2009
DIRECTV January 2009 - July 2009
CBS Corporation July 2008 - January 2009
Yakima Valley Farm Workers Clinic March 2008 - July 2008
The Occasions Group December 2007 - March 2008
Skills
Business Intelligence, Cognos, SQL, TM1, Teradata, Microsoft SQL Server, Oracle, DB2, Erwin, ETL, System Administration, Team Leadership, Data Warehousing, Data Modeling, OLAP, Software Installation, Software Quality..., Analytics, Fitness, Network Administration, Strategic Planning, Servers, Sports, VMware, Windows Server, XML, Analysis Services, Data Integration, Cognos ReportNet, Databases, Testing, Business Analysis, Requirements Gathering, SSIS, Requirements Analysis, Data Migration, Access
Education
Wright State University 2005 — 2007
Masters of Science, Electrical and Computer Science Engineering
Nagpur University 2001 — 2005
Bachelor of Engineering, Electronics Engineering
East West Bank July 2015 - Present
Western Asset Management June 2013 - July 2015
Bank of América June 2012 - May 2013
Cognizant Technology Solutions May 2007 - June 2012
Infosys Technologies Ltd February 2004 - March 2006
B.T. Consultants October 2002 - August 2003
Skills
Investment Banking, Derivatives, FX, Fixed Income, Equities, Openlink's Findur, Portware's FX Aggregator, FSS's Spectrum, FX Options, Business Analysis, Management Consulting, Banking, Trading, Business Process, Financial Services, Analysis, Requirements Gathering, Securities, Capital Markets, SDLC, Requirements Analysis
Education
S.P. Jain Institute of Management & Research 2006 — 2007
MBA, Finance
South Gujarat University 1998 — 2002
Bachelor of Engineering (B.E.), Computer Engineering
Western Asset Management March 2008 - April 2009
ACA Capital July 2007 - February 2008
New York & Company 2005 - 2007
Wallenius Lines 2002 - 2005
IT Consulting 1997 - 2002
Skills
Disaster Recovery, Oracle, Vendor Management, Active Directory, SQL, Networking, SDLC, Microsoft SQL Server, VMware, Project Management, Integration, Leadership, Business Analysis, Data Center, Windows Server, Program Management
Education
Rutgers University-New Brunswick 1997 — 2000
Norwood
Kroll Bond Rating Agency, Inc. November 2014 - Present
Assured Guaranty October 2012 - November 2014
Moody's Investors Service August 2009 - October 2012
New York City Mayor's Office of Management and Budget August 2007 - July 2009
New York City Independent Budget Office July 2006 - August 2007
Transportation Security Administration June 2005 - August 2005
The Consultation Center at Yale University October 2004 - May 2005
Housing Enterprises, Inc. December 2003 - September 2004
Western Asset Management December 2002 - July 2003
Morgan Stanley October 2000 - May 2002
Skills
Public Finance, Criminal Justice, Excel, Research, Financial Analysis, Budgeting, Analysis, Microsoft Office, Statistics, Public Policy, Non-profits
Education
University of Connecticut 2004 — 2006
Masters, Public Administration
Trinity College-Hartford 1996 — 2000
Bachelors of Art, Economics
InvestTech Systems Consulting, Inc July 2001 - Present
Western Asset Management July 1996 - June 2001
Enterprise Rent-A-Car 1995 - 1996
Trust Company of the West 1992 - 1995
Skills
Asset Managment, Equities, Derivatives, Hedge Funds, Trading Systems, Back Office, Business Analysis, Performance Measurement, Securities, Fixed Income, Electronic Trading, Financial Services, Asset Management, Investment Management, Requirements Gathering, Eagle PACE, Program Management, Investments, Data Management, Portfolio Management, Valuation, Financial Risk, Trading
Education
University of La Verne 2000 — 2005
MBA, Executive Management
Loyola Marymount University, College of Business Administration 1987 — 1991
B.S., Accounting
Jennison Associates April 2010 - Present
Western Asset Management August 2006 - May 2009
Skills
Analysis, Accounting, Management, Corporate Finance, Finance, Microsoft Excel, Payroll, QuickBooks, Investments, CRM, General Ledger, Accounts Receivable, Accounts Payable, Investment Management, Invoicing, Outlook, Financial Modeling, Fixed Income, Financial Analysis, Asset Management
Education
University of California, Irvine
Bachelor of Science, Mathematics
Janney Montgomery Scott December 2012 - Present
M&T Bank 2009 - December 2012
Legg Mason Capital Management 2007 - 2009
Western Asset Management 2003 - 2007
Legg Mason Wood Walker, Inc. February 1997 - February 2003
Weinberg and Green September 1992 - February 1997
Skills
Hedge Funds, Mutual Funds, Asset Managment, Securities, Alternative Investments, Equities, Investments, Fixed Income, Capital Markets, FINRA, Due Diligence, Securities Regulation, Risk Management, Corporate Governance, Private Equity, Investment Management, Investment Advisory, Portfolio Management
Education
The Catholic University of America 1989 — 1992
Juris Doctor, Law
West Virginia University 1983 — 1987
Bachelor of Business Administration (BBA)
Walt Whitman HS
Walt Whitman HS
Back At The Ranch/Canyon Creek Investment Co March 2006 - Present
Western Asset Management July 1999 - May 2005
Skills
Marketing
Education
Thunderbird School of Global Management 1992 — 1993
MIM, International Finance, German
McGill University 1988 — 1991
Bachelor of Commerce, International Business/Entrepreneurship
Western Asset Management October 2014 - Present
Guggenheim Partners July 2014 - September 2014
Altegris Investments February 2013 - April 2014
Dorchester Capital January 2012 - February 2013
Barrington Wilshire Partner October 2011 - December 2011
UCLA Anderson School of Management January 2011 - December 2011
First Quadrant June 2011 - August 2011
Municipal Securities Rulemaking Board July 2008 - January 2011
Lockheed Martin 2004 - 2008
Skills
Chartered Financial..., Passed CFA Level I, Passed FRM Level I, Quantitative Analytics, Portfolio Management, Trading, Analysis, Programming, Financial Analysis, Fixed Income, Asset Management, Statistics, Data Analysis, Statistical Modeling, Equities, Matlab
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2011
Master of Financial Engineering, Financial Engineering
University of Alabama at Birmingham 2002 — 2004
Master, Computer Science
Shanghai Jiao Tong University 1997 — 2001
Bachelor, Computer Science
Shanghai No.3 Girls Middle/High School 1991 — 1997
Ares Management January 2015 - Present
Western Asset Management January 2014 - January 2015
Horizon Technology, Horizon Display October 2012 - December 2013
PAR Environmental Services June 2008 - June 2012
Lincoln Financial Advisors June 2010 - January 2011
Skills
Market Research
Education
University of California, Davis 2010 — 2012
Bachelor of Arts (B.A.), Economics
TeamCo Advisers, LLC January 2015 - Present
TeamCo Advisers, LLC May 2012 - December 2014
Western Asset Management June 2007 - December 2011
Skills
Bonds, Fixed Income, Alternative Investments, Financial Modeling, Hedge Funds, Portfolio Management, Mutual Funds, Chartered Financial..., Derivatives, Bloomberg, Asset Allocation, Asset Management, Investment Management
Education
Occidental College 2003 — 2007
Bachelors, Economics for Business and Management
Advent Software February 2011 - March 2013
BlackRock October 2009 - February 2011
Western Asset Management August 2006 - June 2009
Raymond James Investment Services (Branch office) July 2004 - July 2006
Skills
Information Technology, SQL Server Management..., Visual Basic
Education
UCL 1997 — 2002
Msci, Mathematics and Physics, 2:1
Alliancebernstein November 2014 - Present
BNY Mellon April 2007 - June 2014
Western Asset Management March 2006 - April 2007
BNY Mellon September 2004 - March 2006
Skills
Excel VBA Programming, Microsoft Excel, InvestOne, Investone Spectra Design, Bloomberg Terminal, Analysis, Fund Accounting, Financial Reporting, Valuation, Fixed Income, Equities, Derivatives
Education
Marist College 2000 — 2004
Bachelor of Applied Science (BASc), Accounting and Finance
Newfangled Studios May 2011 - Present
Brown Brothers Harriman December 2009 - May 2011
Brown Brothers Harriman April 2007 - December 2009
Western Asset Management 2006 - 2007
State Street July 2004 - February 2006
Skills
Portfolio Management, Video Production, Management, Finance, Post Production, Project Management, Analytics, Investment Management, Producing, Logistics Management, Budgets, Production Budgeting, Budget Monitoring, Budget Reconciliation, Web Video
Education
Saint Anselm College 2000 — 2004
BS, Business
Western Asset Management October 2014 - Present
Forest Lawn Memorial Parks and Mortuaries June 2013 - August 2013
Universal Studios Hollywood May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Research, PowerPoint, Stata, VBA, C++, Microsoft Access, JavaScript, HTML 5, Python
Education
Tufts University 2010 — 2014
Bachelor of Arts, Economics
Flintridge Preparatory School 2006 — 2010
High School
Western Asset Management September 2000 - Present
FFTW April 1998 - August 2000
Putnam Investments October 1997 - April 1998
BlackRock April 1994 - October 1997
PaineWebber May 1991 - April 1994
IBM August 1989 - May 1991
Skills
Fixed Income
Education
Rensselaer Polytechnic Institute 1985 — 1989
BS, Electrical Engineering
Western Asset Management 2005 - Present
Capital Group 2002 - 2005
PIMCO 1998 - 2002
Etensity 2000 - 2001
Griffiths Printing 1997 - 1998
Skills
Web Applications, Web Design, Web Development, SEO, Adobe Creative Suite, Enterprise Software, Analysis, User Interface Design, Information Architecture, Marketing, SharePoint, User Experience Design, InDesign, Visual Communication, Marketing Communications, Web 2.0, Marketing Copy, Web Content, SharePoint Designer, Teamsite, HP Teamsite
Education
University of California, Irvine 1989 — 1997
Bachelor of Arts (BA), Fine and Studio Arts
TP Investment Advisory September 2010 - Present
Merrill Lynch March 2008 - September 2010
Susquehanna Bank 2005 - 2008
JB Hanauer 2003 - 2004
Western Asset Management 2002 - 2003
Skills
401k, Investments, Asset Management, Series 7, Securities, Asset Allocation, Cash Management, Retirement, Portfolio Management, Retirement Plan..., Financial Planners, Finance, Defined Benefit, Defined Contribution, Financial Analysis, Team Leadership, Mutual Funds, Retirement Planning, Investment Advisory, Wealth Management, Uniform Combined State..., Series 63
Education
Richard Stockton College of New Jersey 1998 — 2001
BA
Shippensburg University of Pennsylvania 1997 — 1998
Springfield HS 1993 — 1997
Columbia Management July 2012 - Present
Western Asset Management May 2011 - June 2012
Transamerica Investment Management July 2008 - April 2011
Independent Project Analysis 2006 - 2007
Skills
Statistics, Financial Modeling, Asset Management, Project Management, Investments, Fixed Income, Alternative Investments, Equities, Valuation, Securities, Mutual Funds, Bloomberg, Portfolio Management, Risk Management, Derivatives, Financial Analysis
Education
The George Washington University 2004 — 2006
Masters, Economics
University of Mumbai 2002 — 2004
Masters, Economics
University of Mumbai 1999 — 2002
Bachelors, Economics
Western Asset Management June 2014 - Present
Northern Trust January 2006 - May 2014
State Street IMS August 2002 - December 2005
Banc of America Securities June 2000 - March 2001
Montgomery Securities January 1999 - June 2000
Skills
Fixed Income, Equities, Financial Services, Microsoft Excel, VBA, Asset Managment, Middle Office, Mutual Funds, Securities, Back Office, Global Custody, Risk Management, Hedge Funds, Business Analysis, Bloomberg, Asset Management, Corporate Actions, Trading Systems, Wealth Management, Alternative Investments, Settlement, Derivatives, Options, Trading, Electronic Trading, Bonds, Investment Management, Capital Markets
Education
University of California, Davis 1994 — 1998
B.A., Spanish & Communications
Universidad de Granada 1996 — 1997
Kellogg School of Management June 2015 - Present
Western Asset Management September 2013 - June 2015
Neuberger Berman May 2012 - September 2013
GE Capital October 2011 - May 2012
Insider Monkey 2011 - 2012
Skills
Quantitative Analytics, VBA, Fixed Income Analysis, Valuation, R, Matlab, Bloomberg, Asset Management, C, Financial Risk..., SAS, Entrepreneurship, Bonds, Corporate Finance, Investments, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Northwestern University - McCormick School of Engineering and Applied Science 2015 — 2017
Master of Science (M.S.), Design Innovation
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2011
Master of Finance
Zhejiang University 2006 — 2010
Bachelor of Economics, Finance and Banking, Biosystems Engineering
Western Asset Management October 2010 - Present
Orndorff Capital Management February 2009 - October 2010
Payden & Rygel May 1990 - February 2009
Northern Trust June 1985 - May 1990
Skills
Fixed Income, Equities, Portfolio Management, Currency, Commodity, Asset Allocation, Investment Management, Investment Strategies, Equity Research, Bonds, Asset Managment, Bloomberg, Investments, Alternative Investments, Capital Markets, Hedge Funds, Mutual Funds, Derivatives, Fund Of Funds, Securities, Series 7, Valuation, Trading, Financial Markets, Emerging Markets, Series 63, ETFs, Private Equity, Investment Advisory, Options, Structured Products, High Yield, Global Macro, Asset Management, Credit Derivatives, Investment Banking, Equity Derivatives, Chartered Financial..., Hedging, Proprietary Trading, Equity Trading, FX Options, Wealth Management, Financial Modeling, Government Bonds
Education
The University of Chicago 1987 — 1989
MBA, Finance, International Business
Miami University 1982 — 1985
BS, Finance
ReachLocal July 2013 - Present
SupplyFrame February 2012 - July 2013
Boingo Wireless January 2006 - February 2012
Boingo Wireless January 2006 - October 2010
Boingo Wireless, Inc. January 2006 - July 2009
Globat.com 2004 - 2006
Western Asset Management May 2003 - August 2004
TSS Wireless, Inc.•IT Management, UNIX Administration and system integration and design. •Pre-Sale 2001 - 2003
Answers.com 2000 - 2001
Lifechart.com 1999 - 2000
Skills
Vendor Management, Wireless, Linux, Team Building, Leadership, Unix, Security, Mergers & Acquisitions, Management, Start-ups, Strategy, Data Center, Integration, Telecommunications, SaaS, Strategic Planning, Product Management, Network Architecture, Network Design, System Administration, Cisco Technologies, Project Management, Cloud Computing, Mobile Devices, Disaster Recovery, Networking, Pre-sales, Call Centers, Team Leadership, Program Management, Oracle, Information Technology, Enterprise Software, Quality Assurance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2007
MBA, Entrepreneurship
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2007
BSM, Business
Tradition / Streaming Edge October 2011 - Present
iRise January 2011 - October 2011
Western Asset Management January 2011 - October 2011
Symantec January 2005 - January 2011
Motorola 2003 - 2004
Skills
Expert Java Swing, Java Core/Concurrency, Java Enterprise, Swing, Data Structures, Multithreading, Trading Systems, Java, Java Enterprise Edition, JavaSE, Design Patterns, XML, JUnit, Test Automation, Ant, Software Engineering, REST, JavaScript
Education
Санкт-Петербургский Государственный Политехнический Университет 2000 — 2006
MS, Computer Science
Санкт-Петербургский Государственный Политехнический Университет
Graduate Courses, PhD, Computer Science
BNY Mellon August 2014 - December 2014
BNY Mellon July 2013 - July 2014
BNY Mellon October 2010 - June 2013
BNY Mellon September 2007 - September 2010
Loring, Wolcott & Coolidge July 2007 - August 2007
State Street May 2007 - July 2007
Western Asset Management November 2004 - July 2006
Western Asset Management March 2004 - October 2004
Skills
Financial Analysis, Analysis, Investments, Portfolio Management, Mutual Funds, Equities, Financial Modeling, Accounting, Microsoft Excel, Management, Fixed Income, Risk Management, Finance, Bloomberg, Process Improvement, Financial Services, Microsoft Office, Trading
Education
Northeastern University 1998 — 2003
Bachelor’s Degree, Accounting and Finance, 3.4 Cum Laude
Western Asset Management July 2014 - Present
Market Street Advisors September 2013 - July 2014
Market Street Advisors January 2011 - September 2013
Wells Fargo Bank August 2010 - January 2011
Wells Fargo Financial May 2010 - August 2010
Skills
Financial Services, Mutual Funds, Trading, Credit, Securities, Banking, Financial Risk, Finance, Fixed Income, Account Reconciliation, Equities, Wealth Management
Education
Penn State University 2006 — 2010
BS, Finance
Western Asset Management January 2015 - Present
Skills
401k Rollovers, Annuity Sales, Licensed Life & Health..., Estate Planning, Protection..., Wealth Preservation..., Insurance, CLU, CRPC, Gifting Strategies, Key Person Protection, Legacies, LUTCF, Multi-generational..., Multi-Generational..., Multi-Tasking Skills, Thought Leadership, Emergency Medical...
Education
San Diego State University-California State University 2007 — 2012
Bachelor of Arts (B.A.), Public Administration
EMSTA College 2012 — 2012
Emergency Medical Technician, Emergency Medical Technology/Technician (EMT Paramedic)
Saint Francis High School
University of Southern California - Marshall School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Western Asset Management 2015 - Present
Education
St. Mary's University 2010 — 2014
Bachelor's Degree, Corporate Financial Management
Bonnie J. Addario Lung Cancer Foundation February 2014 - Present
Western Asset Management June 2006 - December 2013
Education
Scripps College 2002 — 2006
Bachelor of Arts (B.A.), Sociology, Summa Cum Laude
Western Asset Management August 2013 - Present
Costco Wholesale June 2012 - August 2012
Hammerhead Beach Camp June 2010 - August 2011
Skills
Microsoft Word, Research, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Quantitative Research, Bloomberg Terminal
Education
Santa Clara University 2009 — 2013
Bachelor of Science (B.S.), Psychology
Loyola High School 2005 — 2009
Western Asset Management October 2014 - Present
Western Asset Management October 2012 - October 2014
Western Asset Management July 2010 - October 2012
Skills
Alternative Investments, Asset Management, Bloomberg, Financial Modeling, Fixed Income, Hedge Funds, Valuation, Portfolio Management
Education
Tulane University 2006 — 2010
Bachelor of Science (BS), Finance
Tulane University - A.B. Freeman School of Business 2006 — 2010
Bachelor's degree, Finance, General
Macquarie Group August 2014 - Present
University of Southern California April 2013 - March 2014
Macquarie Group June 2013 - August 2013
Western Asset Management 2009 - 2012
Angeles Investment Advisors 2007 - 2008
Merrill Lynch 2007 - 2007
American Express 2006 - 2006
Skills
Investments, Reporting & Analysis, Valuation, Capital Markets, Data Analysis, Microsoft Excel, Financial Analysis, Business Analysis, Business Strategy, Financial Modeling, Investment Banking, Analysis, Corporate Finance, Investment Management, Finance, Mutual Funds, Bloomberg, Equities, Asset Management, Fixed Income, Hedge Funds, Private Equity
Education
University of Southern California - Marshall School of Business
MBA Candidate, GPA 3.8
University of Southern California 2003 — 2007
Entrepreneurship and International Business
Università Commerciale 'Luigi Bocconi' 2006 — 2006
Loyola High School 1999 — 2003
Western Asset Management October 2007 - Present
One Colorado Old Pasadena May 2002 - October 2007
Tina Thomson Communications 2000 - 2002
Home Savings of America 1974 - 2000
Education
Northern Arizona University
O'Shaughnessy Asset Management, LLC (OSAM) January 2010 - Present
Western Asset Management February 2008 - January 2010
Indymac Bank May 2007 - January 2008
Sigma Phi Epsilon June 2005 - June 2007
Skills
Asset Allocation, Asset Management, Fixed Income, Equities, Managed Money, Portfolio Management, Investments, Mutual Funds, Investment Strategies, Bonds, Client Service, Research, Wealth Management, Investment Management, Quantitative Analytics, High Net Worth..., Relationship Management, Asset Managment, Financial Services, Alternative Investments, Hedge Funds, Wealth Management..., Investment Advisory, Securities, Blogging
Education
Yale University - Yale School of Management 2015 — 2017
MBA for Executives, Asset Management
Tulane University - A.B. Freeman School of Business 2001 — 2005
Bachelor of Science, Management; Finance and Legal Studies
Isobar January 2012 - Present
Greg's Toolkit January 2011 - December 2013
Self - Employed May 2007 - December 2013
Western Asset Management May 2011 - November 2011
Patient Education Systems February 2011 - June 2011
FlexUnit January 2011 - June 2011
FlexMonkey June 2010 - June 2011
Chrysler October 2010 - April 2011
InfoQ.com July 2007 - December 2010
Gorilla Logic November 2006 - December 2010
Skills
Flex, AIR, Java, JEE, Java Enterprise Edition, Agile Methodologies, Spring, Air, Tomcat, Subversion
Education
Regis University 2004 — 2006
Degree in CIS
Western Asset Management August 2005 - Present
Engemann Asset Management April 2000 - July 2005
Van Deventer & Hoch April 1999 - March 2000
American Diversified, Inc. 1994 - April 1999
Smith Barney Shearson, Inc. November 1993 - March 1994
Huntington Advisors, Inc. September 1991 - November 1993
Whittier Trust Company 1990 - 1991
Whittier Trust Company 1990 - 1991
Education
Pasadena City College
Apple August 2014 - Present
Beats by Dr. Dre May 2013 - August 2014
Warner Bros. Entertainment Group of Companies April 2012 - May 2013
Western Asset Management October 2011 - January 2012
Capitol Pacific Group, LLC June 2011 - September 2011
Primerica Financial Services May 2007 - August 2007
Skills
Economics, Valuation, Corporate Finance, Finance, Investments, Financial Modeling, Financial Analysis, Business Valuation, Portfolio Management, Strategic Financial..., Business Strategy, Accounting, Strategic Planning, Competitive Analysis, Budget, Budgets, Management, CRM, Business Development, Forecasting, Banking, Strategy, Sales, Cross-functional Team..., Analysis, Market Research, Analytics, Business Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Fully Employed MBA, Finance
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
Masters of Science, Financial Management
University of Hartford 2006 — 2010
B.S, Economics & Finance
Marianapolis Preparatory School 2003 — 2006
j2 Global May 2011 - Present
Herbalife International of America 2006 - April 2011
Western Asset Management January 2006 - July 2006
Sigue Corporation 2001 - 2006
Skills
Data Center, Cisco Technologies, Network Architecture, Active Directory, DNS, TCP/IP, ITIL, Troubleshooting, Firewalls, Servers, Checkpoint, IP, Networking, Citrix, VPN, LAN-WAN, Operating Systems, CCNA, WAN, Security, OSPF, System Administration, Switches, Computer Security, Network Engineering, Cisco Routers, Cisco IOS, Routing
Education
Pasadena City College 2005 — 2006
Cisco Network Academy
Dorsal Capital Management, LLC July 2015 - Present
Perella Weinberg Partners August 2012 - June 2015
Stanford University September 2008 - June 2012
Perella Weinberg Partners June 2011 - August 2011
Western Asset Management June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
Financial Modeling, Investments, Mergers, Data Analysis, Valuation, Microsoft Excel, PowerPoint, Research, Economics, Entrepreneurship, Social Media, Financial Analysis, Mergers & Acquisitions, Finance, Accounting, Blue Sky Thinking, White Hat, Team Spirit, Friendly Personality, Dog Behavior, Phone Etiquette, Music Videos, Outdoor Recreation, Loving Life, Quality Auditing
Education
Stanford University 2008 — 2012
B.S, Management Science & Engineering; Financial and Decision Engineering
Mira Costa High School 2004 — 2008
Valedictorian
PIMCO September 2012 - Present
FinSys Consulting LLC 2010 - December 2012
Ares Management February 2010 - July 2011
Western Asset Management July 2004 - May 2009
Charles Schwab February 2002 - October 2002
Longview International LVI September 2000 - February 2002
Cambridge Technology Partners CTP August 1995 - August 2000
Skills
Fixed Income, Equities, Derivatives, Business Analysis, Software Development, Sybase, Trading Systems, IT Management, Oracle, UML, Portfolio Management
Education
University of California, Irvine - The Paul Merage School of Business 2002 — 2004
MBA, Business Administration
Trinity College Dublin 1991 — 1995
B.A. (Mod), Computer Science
SIG March 2008 - Present
Old Lane, LP 2007 - 2008
Philadelphia Stock Exchange 2006 - 2007
Western Asset Management 2004 - 2005
ADP 2003 - 2004
Vantra Group, Inc 2001 - 2002
Styleclick, Inc. 1998 - 2001
Skills
Trading Systems, Market Data, Low Latency, Sybase, Equities, Electronic Trading, Fixed Income, Derivatives, Trading, C#, Equity Derivatives
Education
Massachusetts Institute of Technology
SB
University of California, Berkeley
Ph.D.
Western Asset Management September 2012 - Present
Bourntec Solutions, Inc. August 2012 - Present
Freelance Consulting September 2009 - August 2012
Western Asset Management November 2007 - September 2009
Yahoo May 2006 - November 2007
Ameriquest Mortgage July 2004 - May 2006
Commonwealth Bank of Australia February 2003 - June 2004
Ship-Logic Inc. 2004 - 2004
HomeSourceCapital Mortgage Company March 2002 - November 2002
manageStar Inc May 2001 - February 2002
Skills
Enterprise Architecture, SOA, Java Enterprise Edition, Performance Tuning, SDLC, Software Design, Communication Skills, Interpersonal Skill, ESB, Agile Methodologies, Relational Databases, Fixed Income, IT Strategy, Solution Architecture, Requirements Analysis, Business Analysis, Design Patterns, Software Development, Oracle 9i, Object Oriented Design, UML, Software Documentation, UML Tools, Project Management, Program Management, Cloud Computing, Hibernate, Java, XML, Enterprise Software, Web Services, Oracle, Requirements Gathering, Vendor Management, Testing, Integration, Databases, Software Project..., Architecture, Consulting, SQL
Education
ICFAI Business School 1995 — 1997
M.B.A, Finance & Marketing
National Institute of Information Technology (NIIT) 1992 — 1996
Advanced Diploma in Systems Management, Computer Software
Osmania University 1991 — 1994
B.Sc Comp Sc., Computer Science, Math, Statistics
Indian Community School Kuwait
Indian Community School Kuwait
Azuria Group Inc. March 2014 - Present
Top Tier Consulting July 2007 - February 2014
Western Asset Management 2007 - 2007
Summit Consulting 2006 - 2007
Nexerra Financial 2004 - 2005
Skills
IT Strategy, Business Intelligence, Management Consulting, Strategic Planning, Business Strategy, Project Management, Data Warehousing, Vendor Management, Outsourcing, Business Process..., Strategy, Business Analysis, Process Improvement, Program Management, Analytics, Change Management, IT Management, Integration, Data Analysis, Financial Modeling, CRM, Business Transformation, Product Management, Healthcare Information..., Healthcare, Strategic Consulting, Databases, EMR, Project Portfolio..., Governance, Cross-functional Team..., Start-ups, PMO, Consulting, PMP
Education
University of California, Berkeley
Borgo Telematico Srl July 2009 - June 2010
Western Asset Management June 1998 - June 2009
Skills
Fixed Income, Equities, Bonds, Hedge Funds, Asset Management, Alternative Investments, Investment Management, Investment Strategies, Mutual Funds, Asset Allocation, Bloomberg, Securities
Education
University of Surrey 2001 — 2004
MSc, International Business Management
Rutgers University-New Brunswick 1978 — 1982
BA
Moody's Analytics December 2013 - Present
Western Asset Management June 2013 - December 2013
Matthews International Capital Management August 2011 - December 2012
Diversified Credit Investments September 2007 - August 2011
Moody's KMV December 2000 - September 2007
Skills
Equity Research, Capital Markets, Bloomberg, Barclays Point, Compustat XpressFeed, Worldscope, Reuters 3000, CRSP, Hedge Funds, SAS, Microsoft SQL Server, Sybase, Oracle, SQL, Microsoft Excel, VBA, Java, Visio, BI/ETL(SSIS), SSRS, Python, VB.NET, MS VC++
Education
Thapar Institute of Engineering and Technology 1997 — 1999
Master of Engineering, Computer Science
Western Asset Management September 2011 - Present
Technicolor March 2010 - September 2011
DIRECTV April 2009 - August 2010
Live Nation March 2008 - April 2009
Vitech Systems Group August 2005 - March 2008
Digital Island/Cable and Wireless/SAVVIS 2001 - 2005
eBuilt February 2000 - March 2001
Ernst and Young 1999 - 2000
Alcon Laboratories, Inc. 1991 - 1992
Skills
Architecture, SDLC, Agile Methodologies, Software Project..., IT Strategy, Agile Project Management, Scrum, Vendor Management, Integration, PMP, Program Management, Product Management, Waterfall, Project Management, Cross-functional Team..., Cloud Computing, MS Project, SharePoint, Software Development, Data Center
Education
University of California, Los Angeles - The Anderson School of Management 1996 — 1999
MBA, Finance and Operations
The George Washington University 1988 — 1990
M.S., Computer Science
The George Washington University 1982 — 1986
B.S., Electrical Engineering
IBTS - Institute for Building Technology and Safety April 2015 - Present
Western Asset Management October 2010 - April 2015
Consulting for Investment Managers 2007 - October 2010
Citigroup Private Bank 2002 - 2007
Citigroup / Salomon Brothers Asset Management 1998 - 2002
Skills
Fixed Income, Equities, Mutual Funds, Securities, Asset Management, Project Management, Data Management, Microsoft Office, Financial Services, Wealth Management, Finance, Client Services, Bonds
Education
Pace University - Lubin School of Business 1993 — 1997
BBA, Finance, General
Western Asset Management April 2012 - Present
RAND April 1998 - April 2012
Skills
Information Security, Information Security..., Security, Security Policy, Network Security, Vulnerability Assessment, Active Directory, Computer Security, Information Assurance, Disaster Recovery, Business Continuity, Security Audits, Firewalls, VMware
Education
San Jose State University 1990 — 1992
Bachelor of Science (B.S.), Journalism
Wells Fargo January 2015 - Present
Wells Fargo February 2004 - Present
Western Asset Management September 2007 - February 2008
Citicorp Overseas Software Ltd 1999 - 2000
Silverline Technologies December 1995 - May 1999
Skills
SDLC, Datawarehouse Architect, Oracle Database..., Database Modeling, Project Management, Database Performance..., Database Development, Finance Domain, Data Warehousing, Oracle, Leadership, Team Management, Team Leadership, Databases, ETL, Business Intelligence, Enterprise Architecture, Web Services, Data Modeling, SQL Tuning, Agile Methodologies, Data Mining techniques..., Business Analysis, Requirements Analysis, SQL, Software Project...
Education
Northwestern University 2013 — 2015
Master's Degree, Predictive Analytics
Oracle India Limited 1998 — 1999
Bachelor of Science -Computer Science, Oracle DBA Training
NetLInk Technologies 1993 — 1994
Certificate Program, Local Area Networking
Sri Venkateswara University 1991 — 1994
Bachelor of Science (BS), Computer Science
S.V.Junior College 1988 — 1990
BS Computerscience, Computer Science
Sagent Management March 2012 - Present
Western Asset Management September 2009 - April 2010
Capital Group June 2005 - September 2009
ABC, Inc. 2002 - 2005
Deloitte & Touche 1998 - 2001
Education
UCLA Anderson School of Management 2005 — 2008
UCLA 1994 — 1998
Bachelor of Arts (B.A.), Business Econ/Accounting Minor
Western Asset Management March 2009 - Present
Western Asset Management December 2005 - March 2009
Sitelite July 2001 - October 2005
HiFive May 1999 - July 2001
HCL-CISCO October 1997 - April 1999
Skills
Fixed Income, Sybase, Trading Systems, Market Data, Agile Methodologies, Business Analysis, Requirements Analysis, JMS, Project Portfolio..., Derivatives, FX Options, Oracle, Bloomberg, Weblogic, PL/SQL, Electronic Trading, Swaps, Trading, Credit Derivatives, Financial Services, Interest Rate..., Options, Equity Derivatives, Integration, Equities, Vendor Relationships, Back Office, Hedge Funds, Bonds, Settlement, Asset Management
Education
National Institute of Technology Warangal 1989 — 1993
Bachelor of Science (BS), Civil Engineering
Western Asset Management Sr. Technology Associate - PORTIACitigroup Asset Management2003 - 2005
Thomson Financial 1998 - 2001
Education
Tufts University 1993 — 1997
Oaktree Capital Management, L.P. June 2003 - Present
Oaktree Capital Management June 2003 - Present
Western Asset Management April 2000 - June 2003
Trust Company of the West July 1997 - June 2000
Trust Company of the West March 1994 - July 1997
Thousand Trails/NACO July 1993 - March 1994
Education
Loyola Marymount University 1989 — 1993
B.S., Accounting
T. Rowe Price January 2014 - Present
Western Asset Management Company July 2010 - July 2013
Western Asset Management November 2006 - June 2010
Western Asset Management November 2001 - October 2006
Western Asset Management September 1999 - October 2001
Van Deventer & Hoch 1998 - 1999
Wellington Management 1996 - 1998
Wellington Management Company 1994 - 1996
Skills
Portfolio Management, Fixed Income, Mutual Funds, Asset Management, Hedge Funds, Marketing, Asset Allocation, Asset Managment, Investments, Business Development, Finance, Investment Management, Equities, Alternative Investments, Investment Strategies, Bloomberg, Management
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2015
Post-graduate certificate, Professional Services Leadership Initiative
Suffolk University - Sawyer Business School 1994 — 1999
MBA, Marketing
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1992
BA, Economics, Spanish
Western Asset Management May 2013 - Present
Western Asset Management March 2008 - May 2013
Western Asset Management August 2005 - February 2008
Skills
Emerging Markets, Fixed Income, Bloomberg, Risk Management, Portfolio Management, Trading, Hedge Funds, Asset Management, Asset Allocation, Equities, Investment Management, Derivatives, Investment Strategies, Bonds, Alternative Investments
Education
Pomona College 2001 — 2005
Mathematics, Accounting, Economics, Mathematics, Statistics
Western Asset Management 2006 - Present
IABC 2005 - 2006
Pasta Pomodoro 2004 - 2005
Skills
Microsoft Excel, Financial Services
Education
University of California, Los Angeles 1996 — 1999
BA, Psychology
Orange Coast College 1993 — 1996
AA
Bank of Tokyo-Mitsubishi UFJ November 2012 - Present
S&P Dow Jones Indices October 2008 - July 2012
Barclays Global Investors January 2007 - August 2008
Western Asset Management 2005 - 2006
Citigroup Asset Management 2000 - 2005
Skills
Financial Services, Asset Managment, Index Business, Business Analysis, Process Improvement, Solution Implementation, Team Building, Project Management, Portfolio Management..., Order Management Systems, Trade Confirmation..., Trade Settlements, Market Data, Index Funds, Fixed Income, Equities, FX Options, SDLC, Ad Hoc Reporting, Alternative Assets, Software Development, Relational Databases, Portfolio Management, Hedge Funds, Asset Management, Project Portfolio...
Education
上智大学 / Sophia University 1993 — 1998
Bachelor of Science (B.S.), Electrical and Electronics Engineering
American Community School (Cobham) 1990 — 1992
Munich International School 1987 — 1990
Rubicon Project August 2015 - Present
AYC Software (side jobs) June 2011 - Present
DocMagic March 2014 - August 2015
Entertainment Partners October 2013 - March 2014
Home Box Office (HBO) March 2012 - October 2013
Western Asset Management June 2011 - March 2012
DreamWorks Animation May 2010 - June 2011
DreamWorks Animation May 2009 - May 2010
Western Asset Management October 2008 - May 2009
TSS Wireless April 2007 - October 2008
Skills
Java, Java Swing, Alfresco, Weblogic, PL/SQL, T-SQL, HTML, JavaScript, Spring, ZK, MySQL, Oracle SQL, Microsoft SQL Server, PHP, WAMP, Tomcat, SQL, Java Reflection, EJB, JSON, Hibernate, Toplink, EclipseLink, Swing, Databases, Unix, Servlets, Oracle, Web Applications, jQuery, JSP, Spring Framework, JUnit, Maven, Java Enterprise Edition, Design Patterns, AJAX, JBoss Application Server, XML, Scrum, REST, Web Development, Software Development, Mobile Applications, SDLC, JMS, JDBC, Agile Methodologies, WebLogic
Education
University of California, Irvine 1997 — 2000
Barchelor of Science, Computer Science
Western Asset Management January 2012 - Present
MCO Investments, LLC March 2012 - Present
Alesia Value Fund LLC April 2013 - Present
Western Asset Management December 2010 - January 2012
The Watley Group, LLC September 2009 - December 2010
Tier One Capital Management August 2009 - December 2010
Olin Consulting January 2009 - December 2010
Music.com January 2009 - September 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Hedge Funds, Equities, Asset Managment, Data Analysis, Portfolio Management, Investments, Microsoft Office, Corporate Finance, Strategy, Finance, Due Diligence, Analysis, Business Planning, Equity Research, Bloomberg
Education
Stanford University 2002 — 2009
BA, BS, MS, Anthroplogical Sciences, Biological Sciences, Neuroscience
Viewpoint School
Digital River August 2013 - Present
OLSON November 2012 - August 2013
Digital River August 2011 - November 2012
Alto Consulting October 2009 - August 2011
Western Asset Management October 2008 - October 2009
Endura Financial Federal Credit Union April 2007 - August 2008
IBM Global Services April 2006 - April 2007
Aspect Software 2003 - 2005
Sound and Video Creations LLC 2001 - 2003
Skills
Microsoft Certified..., MCITP, Microsoft Certified..., VMware, Windows Server, Powershell, Active Directory, VMware ESX, Microsoft Exchange, vSphere, Group Policy, DNS, DHCP, IIS, Virtualization, Servers, Disaster Recovery
Education
Northwestern College 1998 — 2000
Fandango September 2015 - Present
Gemstar-TV Guide January 2007 - September 2015
Rovi Corporation 2007 - September 2015
Gibson, Dunn & Crutcher LLP 2002 - 2004
Western Asset Management 1997 - 1999
Education
University of California, Berkeley - School of Law 1999 — 2002
University of California, Berkeley, Haas School of Business 1999 — 2002
JD, Law
Western Asset Management September 2006 - October 2012
LTA January 2009 - July 2010
Pershing 2005 - 2006
Thomson Financial 2003 - 2006
Scivantage 2004 - 2005
Latino Greeks 2002 - 2004
Skills
Adobe Creative Suite, Graphic Design, Brand Development, Graphics, Photoshop, HTML, InDesign, Social Media, Web Design, Adobe Acrobat, Advertising, Mac, Marketing, Public Speaking
Education
New York University 2011 — 2011
School of Continuing and Professional Studies
Parsons School of Design 2006 — 2010
Continuing Education Program, Graphic Communications
Richard Stockton College of New Jersey 1999 — 2003
Bachelor of Arts (B.A.), Graphic Communications
Royce & Associates February 2014 - Present
PIMCO May 2010 - February 2014
Western Asset Management April 2005 - April 2010
Wilshire Associates March 2004 - April 2005
PIMCO December 1999 - March 2004
Skills
Account Management, Alternative Investments, Asset Management, Fixed Income, Hedge Funds, Portfolio Management, Asset Allocation, Telemarketing, Mutual Funds
Education
University of Southern California 2002 — 2004
MBA, Finance
University of Arizona 1994 — 1998
Post Advisory Group July 2015 - Present
Union Bank of California June 2007 - June 2015
Western Asset Management 2003 - 2007
State Street IMS West 2001 - 2003
Skills
Derivatives
Education
Pepperdine University 2003 — 2005
MBA, Finance
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
Western Asset Management 2006 - Present
Washington Mutual November 2005 - February 2006
Satyam 2001 - 2004
Skills
QTP, Regression Testing, Quality Assurance, Quality Center, SDLC, Fixed Income, Bloomberg, Agile Methodologies, FX trading, FX Hedging, Electronic Trading..., Crystal Reports, Portfolio Management, Derivatives, User Acceptance Testing, Requirements Gathering, Test Planning, Software Quality..., Financial Services, Business Analysis, Trading Systems, SQL, Equities, Sybase, Data Warehousing, Unix, Oracle, Requirements Analysis, Software Project..., System Testing, Unix Shell Scripting, Agile Project Management, Databases, Software Development, Test Cases, Testing, XML, PL/SQL, Vendor Management, Management, Consulting, Web Services, Microsoft SQL Server, Scrum, Project Management, Manual Testing, Process Improvement, Business Intelligence, HP QTP
Education
Platinum Edge 2015 — 2015
Certified Scrum Master Training
Exin 2014 — 2015
Prince2 Foundation and Practitioner Training
St.Ann's P.G college for women 2000 — 2003
MCA, Masters in Computer Applications
Osmania University
Bsc, Genetics
Western Asset Management April 2007 - Present
FFTW August 1998 - April 2007
Fischer Francis Trees & Watts 1998 - 2007
MPR Teltech August 1994 - August 1998
GTE-Enterprise Solutions 1996 - 1998
Education
Simon Fraser University 1991 — 1996
Western Asset Management December 2005 - Present
Citigroup Asset Management August 2004 - December 2005
Alliance Capital Management August 1988 - August 2004
Skills
Fixed Income, Investments, Asset Management, Mutual Funds, Financial Markets
Education
Northwestern University - Kellogg School of Management
MBA, Finance/Marketing
University of New Hampshire
Bachelor of Science
Union Bank January 2014 - Present
Western Asset Management March 2007 - January 2014
Bank of Montreal May 2005 - April 2007
Queen's University May 2002 - December 2003
Skills
Emerging Markets, Asset Allocation, Investment Strategies, Bloomberg, Quantitative Finance, Equities, VBA, Hedge Funds, Investments, Capital Markets, Enterprise Risk..., Fixed Income, Management, Financial Analysis, Corporate Finance, Portfolio Management, Credit Derivatives, Financial Risk, Securities, Analysis, Options, Testing, Financial Modeling, Quantitative Analytics, Risk Management, Bloomberg Terminal, Private Equity, Financial Markets, Alternative Investments, Equity Research, Mutual Funds, Equity Valuation, FX Options, Valuation, Investment Banking, Bonds, Databases, Derivatives, Asset Management, Investment Management, Trading, Market Risk, Interest Rate..., Structured Products, Swaps
Education
CFA Institute: CFA
York University - Schulich School of Business 2004 — 2005
MBA, Financial Engineering
Queen's University 1999 — 2002
BCMP(Computer Science), MSC(Chemistry)
Xiamen University 1994 — 1998
BSC, Chemistry
GARP: FRM
Western Asset Management March 2014 - Present
Deutsche Bank October 2009 - March 2014
Standard & Poor's March 2006 - November 2009
Skills
Commercial Real Estate, Capital Markets, Structured Finance, Fixed Income, CMBS, Real Estate Financing, Asset Management, Valuation, Securitization
Education
New York University
University of Florida
Western Asset Management September 2008 - Present
Western Asset Mgmt 2008 - Present
Level 3 Communications September 2006 - May 2008
Well Fargo 1990 - 2008
Skills
Enterprise Software, Disaster Recovery, Business Continuity..., Business Continuity, Program Management, Management, IT Strategy
Education
SUNY New Paltz
Western Asset Management April 2007 - Present
Wellington Management April 2004 - March 2007
Western Asset Management September 2000 - March 2004
Skills
Fixed Income, Asset Management, Equities, Bloomberg, Derivatives, Securities, Mutual Funds, Portfolio Management, Investment Management, Bonds, Hedge Funds
Education
Northeastern University 2006 — 2007
Candidate for MBA, Business Administration and Management, General
UCLA 2002 — 2003
Certificate, Database Management
Northeastern University 1990 — 1995
BA, Accounting
Union Bank December 2013 - Present
Western Asset Management September 2009 - December 2013
LoanPerformance October 2008 - September 2009
Countrywide October 2002 - September 2008
Goldman Sachs January 2001 - October 2002
Northwest University April 2000 - January 2001
Universidade Sao Paulo 1995 - 2000
Max Planck Institute January 1918 - January 1920
NTT January 1915 - January 1917
Skills
Quantitative Finance, Fixed Income, Risk Management, Financial Risk, Credit Risk, Portfolio Management, Statistics, SAS, Finance, MBS, Financial Modeling, Mortgage Lending, Derivatives, Bloomberg, Capital Markets, Structured Products, Hedge Funds, Market Risk, Bonds, Quantitative Analytics, Structured Finance, Financial Markets, Hedging, Asset Management, Securitization, Portfolio Optimization, CMBS, Statistical Modeling
Education
Ecole Normale Supérieure
Pos-doc, Quantum Optics
Università degli Studi di Milano
PhD, Physics
Core Valuation Management Inc November 2010 - Present
Home Scale, Inc. May 2005 - Present
Western Asset Management November 2002 - May 2005
Skills
Investments, Real Estate, Asset Management, AMC, Appraisals, Valuation, Mortgage Lending
Education
Northeastern University
BSBA, Management
Northeastern University
BSBA, MIS
AT&T September 2010 - Present
Dealtree.com, a Best Buy Brand June 2010 - August 2010
Integrated Device Technology April 2009 - April 2010
Jet Propulsion Laboratory September 2007 - October 2008
Logitech October 2007 - June 2008
Boeing June 2006 - April 2007
Barclays Global Investors September 2005 - June 2006
Rapid Learning Deployment, LLC 2003 - 2006
ESRI May 2005 - August 2005
Western Asset Management February 2005 - May 2005
Education
Orissa University of Agriculture and Technology 1992 — 1996
BS, Electronics Engineering
Santander Bank, N.A. October 2012 - Present
Brickhouse Coffee Inc March 2008 - September 2012
Western Asset Management July 2007 - January 2008
JPMorgan Chase November 2006 - July 2007
The Bank of New York November 2000 - November 2006
Sumitomo Trust & Banking Co December 1999 - November 2000
Brown Brothers Harriman & Co November 1998 - December 1999
W.P.H. Consultants LTD June 1994 - October 1998
Shearson Lehman Brothers September 1989 - May 1994
Skills
Equities, Derivatives, Trading, Banking, Settlement, Mutual Funds, Investments, Corporate Actions, Financial Services, SWIFT payments, Account Reconciliation, Emerging Markets, Securities, Credit, Finance
Education
Seton Hall University 1985 — 1989
BS, Business
Western Asset Management July 2006 - Present
Bank of New York Mellon 2001 - 2006
Trust Company of the West 1994 - 2001
Bank of America 1992 - 1994
Jon Douglas Company 1989 - 1994
Capital Insight 1984 - 1989
Cantor Fitzgerald 1977 - 1984
Henry F. Swift & Co. 1974 - 1976
Pacific Stock Exchange, Pacific Clearing Corp. 1973 - 1974
Skills
Financial Modeling, Fixed Income, Hedge Funds, Financial Analysis, Structured Products, Asset Managment, Investments, Alternative Investments, Bloomberg, Mutual Funds, Portfolio Management, Series 7, Securities, Private Equity, Mergers & Acquisitions, Capital Markets, Derivatives, Strategic Financial..., Valuation, Trading, Investment Management, Bonds, Investment Banking, Strategic Planning, Investment Strategies, Corporate Finance, Risk Management, Due Diligence, Asset Allocation, Asset Management, Equities, Financial Services, Trading Systems, Fund Of Funds, Options, Finance
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA
University of Colorado Boulder 1968 — 1972
BA, Finance, Marketing
Western Asset Management July 2014 - Present
CPI Interactive February 2009 - Present
Education
University of California, Irvine 2004 — 2008
Bachelor of Arts
University of California, Irvine - The Paul Merage School of Business 2006 — 2008
Minor
Verdugo Hills High School 2000 — 2004
Morgan Stanley January 2015 - Present
Fortress Investment Group April 2013 - November 2014
Citco Fund Services June 2012 - May 2013
Morgan Stanley March 2010 - June 2012
Morgan StanleyB October 2009 - March 2010
Merrill Lynch January 2009 - May 2009
Western Asset Management June 2008 - September 2008
Skills
GMI, Derivatives, Operations Training, Fixed Income, Treasury, Investments, Equities, Hedge Funds, Financial Analysis, Finance, Alternative Investments, Options, Portfolio Management, Equity Derivatives, Capital Markets
Education
CFA Level II Candidate 2015
Loyola University Maryland 2005 — 2009
B.B.A., Business Economics
Universidad de Alcalá 2008 — 2008
Tradewinds Global Investors, LLC June 2014 - Present
Tradewinds Global Investors, LLC December 2012 - May 2014
Tradewinds Global Investors July 2008 - 2012
Western Asset Management August 2005 - July 2008
Skills
Mutual Funds, Equities, Hedge Funds, Fixed Income, Bloomberg, Derivatives, Portfolio Management, Investments, Equity Research, Trading, Asset Allocation, Alternative Investments, Valuation, Equity Valuation, Investment Management, Bonds, Investment Strategies, Securities, Asset Management, Financial Modeling, Options, Emerging Markets, Investment Advisory, Portfolio Optimization
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
Master of Business Administration (MBA)
University of California, Los Angeles 2003 — 2005
Business Economics
Trust Company of the West 2008 - Present
Western Asset Management 2003 - 2008
Mellon Financial 2001 - 2003
Trust Company of the West 1991 - 2001
Public Storage 1990 - 1991
Skills
Hedge Funds, Asset Managment, Fixed Income, Alternative Investments, Equities, Portfolio Management, Mutual Funds, Bloomberg, Securities, Investments, Asset Allocation, Asset Management, Series 7, Financial Modeling, Investment Management, Investment Strategies, Capital Markets
Education
The Ohio State University 1987 — 1990
BS, Accounting, Finance
Western Asset Management 2003 - Present
Invesco Ltd. 1999 - 2001
Credit Suisse 1996 - 1999
Transamerica 1994 - 1996
Conseco Capital Management January 1989 - May 1995
Skills
Fixed Income, Bloomberg, Investments, Bonds, Asset Management, Derivatives, Equities, Hedge Funds, Financial Modeling, Portfolio Management, Alternative Investments, Capital Markets, Investment Management, Mutual Funds, Investment Strategies, Asset Allocation, Equity Research
Education
Purdue University - Krannert School of Management 1987 — 1988
MS, Management
Purdue University 1985 — 1987
Master of Science (MS), Economics
Brokerage Consulting Group, LLC June 2014 - Present
Western Asset Management December 2013 - June 2014
Accountemps 2012 - 2013
San Diego City Employees Retirement System June 2009 - October 2009
LPL Financial Corporation June 2006 - January 2009
First Allied 2005 - 2006
Target December 2004 - November 2005
Ameriprise Financial January 2001 - October 2004
Skills
Process Improvement, Asset Managment, Securities, Mutual Funds, Investments, Leadership, Sales, Microsoft Office
Education
New York Institute of Finance 2007 — 2007
Various Certificates, Investments & Banking
The University of North Dakota 1999 — 2000
Commercial Aviation
Thomson Financial - Prometric
Series 6, 7 & 63, FINRA Regulatory Authority
ADP August 2013 - Present
Western Asset Management March 2007 - August 2013
Cedars-Sinai Medical Center December 2005 - March 2007
Union Bank of California February 2000 - October 2005
Skills
Sybase, Oracle, Performance Tuning, Data Warehousing, Disaster Recovery, SDLC, Microsoft SQL Server, SQL, Business Intelligence, PL/SQL, Database Administration, Databases, Powershell, Data Modeling, ETL, Unix Shell Scripting, MS Project, Business Continuity, Unix, Business Analysis, Visio, SQL Tuning, Database Design, SSIS, T-SQL, Enterprise Architecture
Education
University of Alabama in Huntsville 1991 — 1993
MS, Mechanical and Aerospace
Zhejiang University 1986 — 1989
MS, Civil Engineering
Sichuan University 1979 — 1983
BS, Applied Mechanics and Mathmetics
Western Asset Management August 2003 - Present
Cigna Healthcare February 1996 - May 2003
TeleTech 1993 - February 1996
Skills
Data Center, Cisco Technologies, Avaya Aura, Avaya Communication..., Large Systems..., Internetworking, QSIG, VoIP, SIP Trunking, Carrier Relationship..., Call Center..., Video Conferencing, Polycom Video..., Tandberg
Education
Pasadena City College 1978 — 1979
Applied Technologies
Mount Sierra College
Telecommunications Engineering
Berkeley extension
Applied Technologies
ROW Asset Management March 2012 - Present
FX Concepts October 2009 - September 2011
Western Asset Management June 1999 - May 2009
Evaluation Associates February 1989 - June 1999
Mutual of New York (MONY) September 1985 - February 1989
Roosevelt & Cross May 1984 - June 1985
Colonial Bank May 1969 - May 1984
Skills
Fixed Income, Hedge Funds, Financial Markets, Equities
Education
University of New Haven 1984 — 1985
EMBA, Executive Management
University of Rhode Island 1967 — 1972
MA, Economics
Southern Connecticut State University 1963 — 1967
BA, Economics
GW Capital, Inc 2003 - Present
Quellos Group, LLC 2001 - 2003
Western Asset Management 1992 - 2000
Skills
Investment Management, Equities, Fixed Income, Portfolio Management, Investment Strategies, Bloomberg
Education
University of Southern California 1987 — 1991
BA, Broadcast Journalism & Drama
University of California, Los Angeles - The Anderson School of Management 1997 — 1999
MBA
Prudential Fixed Income July 2014 - Present
Western Asset Management September 2001 - June 2014
Credit Suisse First Boston 1997 - 2001
Skills
Fixed Income, Asset Management, Hedge Funds, Capital Markets, Alternative Investments, Equities, Investments, Bloomberg, Bonds, Derivatives
Education
New York University
Master’s Degree, Economics
University of Illinois at Urbana-Champaign
Bachelor’s Degree, Economics
SunTrust Robinson Humphrey August 2013 - Present
BB&T Capital Markets February 2011 - August 2013
Advisors Asset Management, Inc. August 2009 - March 2011
Western Asset Management 2005 - 2009
Citigroup/Salomon Smith Barney 2003 - 2005
Travelers Insurance 2002 - 2003
Managed Endowment Fund, University of Connecticut 2001 - 2002
Parsons Brinckerhoff 1996 - 2000
Skills
Series 7, Intex, Fixed Income, Bloomberg, Bonds, Capital Markets, Portfolio Management, Asset Managment, Trading, Securities, Series 63
Education
The University of Connecticut School of Business 2000 — 2002
M.B.A., Finance
Syracuse University 1992 — 1996
B.S., Civil Engineering
DoubleLine Capital 2012 - Present
Western Asset Management 2007 - 2011
AFL-CIO Housing Investment Trust 1996 - 2007
CS First Boston 1994 - 1995
Bear Stearns 1992 - 1994
Boston Redevelopment Authority 1986 - 1992
Education
MIT Sloan School of Management
MBA, Finance
University of Pennsylvania
BA, International Relations
Morgan Stanley November 2013 - Present
Bank of America Merrill Lynch March 2010 - October 2013
Citi August 2008 - March 2010
Central Garden and Pet 2003 - 2006
Western Asset Management 2002 - 2003
Wells Fargo Capital Finance 2000 - 2002
Skills
Financial Modeling, Valuation, Corporate Finance, Equities, Financial Analysis, Investment Banking, Investments, Private Equity, Capital Markets
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Finance
University of California, Los Angeles 1996 — 2000
BS in Political Science, Political Science with Minor in Business Administration
NYLIM December 2006 - Present
Western Asset Management 2005 - 2006
Citigroup Global Asset Management 1998 - 2005
University of North Dakota 1994 - 1998
NEC 1990 - 1992
TCS 1989 - 1990
Nagarjuna fertilizers and chemicals limited 1988 - 1989
Skills
Fixed Income, SDLC
Education
North Dakota State University 1992 — 1994
MS, Computer Science, 3.8
National Institute of Technology Tiruchirappalli 1984 — 1988
BE (Hons), Computer Science & Engineering
Molina Healthcare May 2014 - Present
Molina Healthcare April 2013 - May 2014
Telarix May 2008 - April 2014
Western Asset Management January 2006 - December 2007
Retail Technology Corporation January 2005 - January 2006
Skills
Agile Methodologies, XML, SQL, Microsoft SQL Server, C#, .NET, Telecommunications, ASP.NET, Scrum, Software Development, T-SQL, LINQ, Billing Systems
Education
Southern Polytechnic State University 2004 — 2008
Master's degree, Computer Science
Western Asset Management 2003 - Present
Millennium Capital Management/ Warfield Associates 2000 - 2003
JP Morgan Investment Management 1992 - 2000
Aetna Life & Casualty 1986 - 1992
Skills
Fixed Income, Asset, ALM, Asset Management, Portfolio Management, Investments, Bonds, Hedge Funds, Derivatives, Capital Markets, Alternative Investments, Equities, Bloomberg, Asset Allocation, Investment Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
MS, Finance, Marketing and Economics
University of Denver - Daniels College of Business 1981 — 1984
BSBA, Finance and Marketing
Oslo State College of Engineering 1979 — 1981
Ingenior, Telecommunications
Eaton Vance September 2013 - Present
Western Asset Management February 2006 - August 2013
Skills
Ab Initio, Sybase, Data Warehousing, ETL, Unix Shell Scripting, Oracle, Unix, SQL, PL/SQL, Data Modeling, VBA, SDLC, Business Intelligence, Databases, Dimensional Modeling
Education
National Institute of Technology Warangal 1999 — 2003
Bachelor of Technology (B.Tech.)
Trust Company of the West (TCW) July 2013 - Present
Western Asset Management January 1996 - June 2013
Western Asset Management Co. January 1996 - June 2013
Los Angeles County Employees Retirement Association April 1993 - December 1995
Skills
Asset Management, Fixed Income, Marketing, Microsoft Office, Bloomberg, Microsoft Excel, Strategic Planning, Equities, Alternative Investments, Hedge Funds, Investments, Management, Portfolio Management, Asset Allocation, Investment Management
Education
UCLA Anderson School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Finance and Financial Management Services
J.P. Morgan August 2013 - Present
University of Michigan Athletic Department Men's Basketball Team September 2008 - April 2013
J.P. Morgan June 2012 - August 2012
Western Asset Management June 2011 - August 2011
Santa Monica Toyota June 2009 - August 2009
Manhattan Beach Parks & Recreation June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Social Media
Education
University of Michigan 2008 — 2013
Bachelor's of Business Administration
London School of Economics and Political Science 2010 — 2010
Life Technologies June 2012 - Present
Life Technologies March 2013 - August 2014
Life Technologies January 2008 - June 2012
Bill Slattery & Associates, Inc. 2007 - 2008
City National Bank 2005 - 2006
Financial Mgmt. Advisors, LLC. 2002 - 2003
Western Asset Management 1996 - 2002
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Strategic Planning, Portfolio Management, Financial Modeling, Outlook, Accounting, PowerPoint, Access, Finance, Equities, New Business Development, Risk Management, Microsoft Word, Auditing, Customer Service, Management, Marketing, SAP
Education
Pasadena City College 1993 — 1995
Western Asset Management August 2015 - Present
Pzena Investment Management July 2013 - Present
Informa Investment Solutions January 2011 - July 2013
Gramophone June 2010 - February 2011
U.S. Department of Commerce October 2010 - December 2010
Informa Investment Solutions June 2005 - August 2008
Skills
Marketing Strategy, Social Media, Blogging, Marketing, Public Speaking, HTML, Alternative Investments, Databases, Data Analysis, Bank Reconciliation, Data Reconciliation, Performance Analysis
Education
The Johns Hopkins University 2007 — 2010
Bachelor's degree, Economics
Aegon Asset Management February 2013 - Present
Western Asset Management July 2007 - June 2012
Nestle USA August 2011 - January 2012
Skills
Chartered Financial..., Fixed Income, Asset Managment, Investments, Valuation, Bonds, Mutual Funds, Bloomberg, Financial Analysis, Data Analysis, Equities, Hedge Funds, Bloomberg Terminal, Visual Basic for..., Business Process..., Microsoft Office, PowerPoint, Microsoft Excel, Cash Management, Cash Flow Forecasting, Portfolio Management, Investment Management, Prime Brokerage, Process Efficiency, Project Management, Derivatives, Repurchase Agreements..., Trade Allocation, Trade Execution, Reconciliation, Money Market Funds, Investment Operations, Investment Strategies, Risk Mitigation, Fundamental Analysis, Financial Statement..., Credit Analysis, Asset Management, Trading, Financial Services, Equity Research, Options, Swaps
Education
University of Southern California 2009 — 2012
Master of Business Administration (M.B.A.), Investments and Financial Markets
Northwest Missouri State University 2003 — 2007
Bachelor of Science (B.S.), Business, Management and Marketing
University of Wisconsin-Madison September 2010 - Present
Western Asset Management August 2007 - June 2010
Education
Occidental College 2003 — 2007
Western Asset Management November 2010 - Present
Goldman Sachs & Co. June 2004 - June 2008
Deutsche Bank Securities July 2000 - February 2003
Deloitte & Touche June 1994 - September 1998
Skills
Private Equity
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2000
MBA, Corporate Finance
UCLA 1990 — 1994
BS, Business Economics
Harte Hanks August 2008 - Present
Harte-Hanks Data Technologies 2011 - 2012
Western Asset Management July 2010 - July 2011
West Asset Management July 2010 - June 2011
JC Penney May 2009 - June 2010
Little Caesars Pizza July 2008 - September 2008
McDonald's Corporation July 2005 - September 2008
Skills
Customer Service, type 55 wpp, Sales Process
Education
Texarkana College 2007 — 2010
Nursing
Lafayette County High
Diploma
Texarkana College
SS&C GlobeOp August 2013 - Present
Ares Management March 2009 - August 2013
Allegiance Capital November 2007 - March 2009
Allegiance Capital November 2006 - November 2007
Allegiance Capital 2004 - 2006
Western Asset Management May 2002 - February 2004
Rydex Investments March 2001 - March 2002
Skills
Fixed Income, Bloomberg, Bonds, Asset Management, Portfolio Management, Equities, Valuation, Mutual Funds, Investments, Corporate Finance, Asset Allocation, Alternative Investments, Due Diligence, Trading, Loans, Bloomberg Terminal, Fund Accounting, Financial Analysis, Financial Modeling, Account Management
Education
University of Baltimore 1998 — 2000
Bachelor of Business Administration (B.B.A.), Concentration in Finance
Montgomery College
Associate's degree, Business Administration and Management, General
Western Asset Management October 2010 - Present
COLONIAL LIFE INSURANCE CAPITAL MARKETS, Inc January 2002 - January 2010
CDC IXIS ASSET MANAGEMENT January 2000 - January 2002
PRUDENTIAL SECURITIES INC January 1998 - January 2000
Rotella Capital Management January 1996 - January 1998
Merrill Lynch January 1992 - January 1996
Lehman Brothers January 1986 - January 1990
Skills
Investments, Fixed Income, Hedge Funds, Asset Management, Portfolio Management
Education
COLUMBIA UNIVERSITY 1990 — 1992
MBA
Niagara University 1981 — 1985
BBA, Accounting
Western Asset Management March 2013 - Present
Citi August 2012 - March 2013
BCBSNC November 2011 - August 2012
Tata Consultancy Services September 2005 - November 2011
iNautix Technologies September 2003 - May 2005
Skills
ETL, Data Integration, Unix, DB2, Oracle, Data Warehousing, Enterprise Architecture, Data Modeling, Data Warehouse..., Ab Initio, ETL Tools, Teradata, Data Analysis, Information Architecture, IBM Mainframe, SAS, Autosys, Data Quality, Unix Shell Scripting, Performance Tuning, Metadata Management, Database Administration, Master Data Management, Big Data Analytics, Hadoop, Big Data, Hive, Apache Pig, HBase, MapReduce
Education
PSG College of Technology 1999 — 2003
Bachelor of Engineering (BEng), Computer Science
St Antony's High School, Tiruchengode
Dodge & Cox June 2008 - Present
Mellon Capital February 2007 - June 2008
Western Asset Management November 2004 - February 2007
Education
University of California, Berkeley