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
Western Asset Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Western Asset Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Western Asset Management Salaries. You can even request information on how much does Western Asset Management pay if you want to. Learn about salaries, pros and cons of working for Western Asset Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
623 Western Asset Management employees in database. Find out everything there's to know about Western Asset Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Western Asset Management Employees
Employee
Years
Job
Industry
Christopher Pelch Christopher Pelch's Western Asset Management Experience June 2009 - September 2009
Job Financial Consultant Vance Wealth Group
Industry Financial Services
Experience
Vance Wealth Group May 2013 - Present
Edward Jones August 2012 - February 2013
Teach For America June 2010 - June 2012
Phi Kappa Psi Fraternity January 2009 - December 2009
Western Asset Management June 2009 - September 2009
Education
University of Missouri - St. Louis 2010 — 2012
Master's degree, Secondary Education and Teaching
University of California, Irvine 2007 — 2010
Honors; School, Political Science; Political Science; Political Science; Social Sciences
Loyola High School
Vance Wealth Group May 2013 - Present
Edward Jones August 2012 - February 2013
Teach For America June 2010 - June 2012
Phi Kappa Psi Fraternity January 2009 - December 2009
Western Asset Management June 2009 - September 2009
Education
University of Missouri - St. Louis 2010 — 2012
Master's degree, Secondary Education and Teaching
University of California, Irvine 2007 — 2010
Honors; School, Political Science; Political Science; Political Science; Social Sciences
Loyola High School
Saumil Shah Saumil Shah's Western Asset Management Experience May 2009 - July 2009
Job Sr. Software Engineer at Box
Industry Computer Software
Experience
Box September 2013 - Present
Zynga March 2011 - September 2013
Amgen May 2010 - March 2011
Bccthis LLC January 2010 - May 2010
University of Southern California September 2008 - May 2010
Western Asset Management May 2009 - July 2009
Accenture Technology Solutions August 2007 - July 2008
Skills
Web Applications, LAMP, PHP, MySQL, HTML, JavaScript, jQuery, CSS, AJAX, Game Development, ActionScript, NoSQL, Facebook API, REST, Java
Education
University of Southern California 2008 — 2010
Master of Science, Computer Science
University of Mumbai 2003 — 2007
Bachelor of Engineering, Information Technology
Box September 2013 - Present
Zynga March 2011 - September 2013
Amgen May 2010 - March 2011
Bccthis LLC January 2010 - May 2010
University of Southern California September 2008 - May 2010
Western Asset Management May 2009 - July 2009
Accenture Technology Solutions August 2007 - July 2008
Skills
Web Applications, LAMP, PHP, MySQL, HTML, JavaScript, jQuery, CSS, AJAX, Game Development, ActionScript, NoSQL, Facebook API, REST, Java
Education
University of Southern California 2008 — 2010
Master of Science, Computer Science
University of Mumbai 2003 — 2007
Bachelor of Engineering, Information Technology
Rachita Sudarshan's Western Asset Management Experience November 2011 - September 2012
Job Business System Analyst at Encore Capital Group
Industry Financial Services
Experience
Encore Capital Group October 2013 - Present
Advisors Asset Management, Inc. September 2012 - October 2013
Western Asset Management November 2011 - September 2012
Skills
Requirements Gathering, Business Analysis, SDLC, Project Management, Visio, Agile Methodologies, SQL, Software Project..., Microsoft SQL Server, Software Development, Analysis, Crystal Reports, Process Improvement, Data Analysis, Scrum, Cross-functional Team..., Requirements Analysis, Quality Center, Business Objects, Investment Finance, Software Documentation, Communication, HP Quality Center
Education
University of Massachusetts Boston
Master of Business Administration (M.B.A.)
Encore Capital Group October 2013 - Present
Advisors Asset Management, Inc. September 2012 - October 2013
Western Asset Management November 2011 - September 2012
Skills
Requirements Gathering, Business Analysis, SDLC, Project Management, Visio, Agile Methodologies, SQL, Software Project..., Microsoft SQL Server, Software Development, Analysis, Crystal Reports, Process Improvement, Data Analysis, Scrum, Cross-functional Team..., Requirements Analysis, Quality Center, Business Objects, Investment Finance, Software Documentation, Communication, HP Quality Center
Education
University of Massachusetts Boston
Master of Business Administration (M.B.A.)
Anthony Barry Anthony Barry's Western Asset Management Experience November 2005 - March 2009
Job Looking for opportunities in Downtown LA or Pasadena
Industry Accounting
Experience
Community Bank January 2013 - Present
Ernst & Young January 2012 - January 2013
Wedbush Bank September 2009 - December 2011
Western Asset Management November 2005 - March 2009
Skills
Accounting, General Ledger, Account Reconciliation, Bookkeeping, QuickBooks, Accounts Payable, Financial Accounting, Journal Entries, Accounts Receivable, Financial Analysis, Financial Reporting, Corporate Finance, Inventory Analysis, Budget Monitoring, Budget Reconciliation, Investments, Microsoft Excel, Finance
Education
University of San Diego 2001 — 2005
Bachelor of Science (BS), Accounting
Community Bank January 2013 - Present
Ernst & Young January 2012 - January 2013
Wedbush Bank September 2009 - December 2011
Western Asset Management November 2005 - March 2009
Skills
Accounting, General Ledger, Account Reconciliation, Bookkeeping, QuickBooks, Accounts Payable, Financial Accounting, Journal Entries, Accounts Receivable, Financial Analysis, Financial Reporting, Corporate Finance, Inventory Analysis, Budget Monitoring, Budget Reconciliation, Investments, Microsoft Excel, Finance
Education
University of San Diego 2001 — 2005
Bachelor of Science (BS), Accounting
Christopher D. Olson's Western Asset Management Experience November 2010 - June 2012
Job Sr. Recruiter Talent Acquisition at AT&T (Formerly DIRECTV)
Industry Broadcast Media
Experience
AT&T (Formerly DIRECTV) August 2012 - Present
Western Asset Management November 2010 - June 2012
Xi Financial July 2010 - March 2011
Raymond H Riley Associates February 2006 - March 2010
Raymond H Riley Associates October 2005 - March 2010
Jackson National Life September 2003 - October 2005
Trilogy Financial Services May 2002 - September 2003
CIBER (formerly Digiterra Inc. / Summit Group) February 1999 - September 2001
Matchlogic Inc. August 1998 - February 1999
Level 3 Communications April 1998 - August 1998
Skills
Customer Relations, Budgeting, Business Planning, Hiring, Technical Recruiting, Sales Recruitment, Human Resources, Corporate Recruiting, Financial Services, Talent Acquisition, Recruiting, Sourcing, Alternative Investments, Budgets, Leadership, Finance, Sales, Vendor Management, Management, Internet Recruiting, Start-ups, Interviews, Employee Relations, CRM, Training, Salesforce.com, Executive Search, Team Building, Marketing, Project Planning, Networking, Applicant Tracking..., Customer Service, Strategy
Education
University of Colorado at Boulder - Leeds School of Business 1994 — 1998
B.S., Business Adminstration
University of Colorado Denver 2001 — 2005
MBA, Finance / Investment Management
AT&T (Formerly DIRECTV) August 2012 - Present
Western Asset Management November 2010 - June 2012
Xi Financial July 2010 - March 2011
Raymond H Riley Associates February 2006 - March 2010
Raymond H Riley Associates October 2005 - March 2010
Jackson National Life September 2003 - October 2005
Trilogy Financial Services May 2002 - September 2003
CIBER (formerly Digiterra Inc. / Summit Group) February 1999 - September 2001
Matchlogic Inc. August 1998 - February 1999
Level 3 Communications April 1998 - August 1998
Skills
Customer Relations, Budgeting, Business Planning, Hiring, Technical Recruiting, Sales Recruitment, Human Resources, Corporate Recruiting, Financial Services, Talent Acquisition, Recruiting, Sourcing, Alternative Investments, Budgets, Leadership, Finance, Sales, Vendor Management, Management, Internet Recruiting, Start-ups, Interviews, Employee Relations, CRM, Training, Salesforce.com, Executive Search, Team Building, Marketing, Project Planning, Networking, Applicant Tracking..., Customer Service, Strategy
Education
University of Colorado at Boulder - Leeds School of Business 1994 — 1998
B.S., Business Adminstration
University of Colorado Denver 2001 — 2005
MBA, Finance / Investment Management
Nancy Kaur Nancy Kaur's Western Asset Management Experience July 2005 - June 2007
Job Team Leader at Alliant Asset Management
Industry Real Estate
Experience
Alliant Asset Management September 2012 - Present
Alliant Asset Management January 2008 - September 2012
Alliant Asset Management June 2007 - September 2012
Alliant Asset Management June 2007 - December 2007
Western Asset Management July 2005 - June 2007
Western Asset Management Company August 2004 - June 2007
Lowe's Home Improvement September 2003 - July 2004
Scottrade: Financial Services August 2003 - July 2004
Sears and Roebucks Company September 2002 - July 2003
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Asset Managment, Finance, QuickBooks, Cash Flow, Forecasting, Valuation, Auditing, Due Diligence
Education
University of South Alabama 2001 — 2004
Bachelor of Science, Accounting
Alliant Asset Management September 2012 - Present
Alliant Asset Management January 2008 - September 2012
Alliant Asset Management June 2007 - September 2012
Alliant Asset Management June 2007 - December 2007
Western Asset Management July 2005 - June 2007
Western Asset Management Company August 2004 - June 2007
Lowe's Home Improvement September 2003 - July 2004
Scottrade: Financial Services August 2003 - July 2004
Sears and Roebucks Company September 2002 - July 2003
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Asset Managment, Finance, QuickBooks, Cash Flow, Forecasting, Valuation, Auditing, Due Diligence
Education
University of South Alabama 2001 — 2004
Bachelor of Science, Accounting
Ron Mass, CFA Ron Mass, CFA's Western Asset Management Experience January 1991 - June 2012
Job Managing Partner, Almitas Capital
Industry Investment Management
Experience
Almitas Capital June 2012 - Present
Western Asset Management January 1991 - June 2012
Credit Suisse July 1987 - December 1990
Skills
Board of Directors -..., Portfolio Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Investment Management, Asset Management, Investment Strategies, Equities, Bloomberg, Investments, Bonds
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics / Business
Almitas Capital June 2012 - Present
Western Asset Management January 1991 - June 2012
Credit Suisse July 1987 - December 1990
Skills
Board of Directors -..., Portfolio Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Investment Management, Asset Management, Investment Strategies, Equities, Bloomberg, Investments, Bonds
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics / Business
Brian Giordano's Western Asset Management Experience July 2005 - July 2007
Job Fixed Income Interdealer Broker at Tullett Prebon
Industry Financial Services
Experience
Tullett Prebon April 2012 - Present
Newedge July 2008 - April 2012
Bear Stearns July 2007 - June 2008
Western Asset Management July 2005 - July 2007
Skills
Portfolio Management, Investments, Hedge Funds
Education
University of Notre Dame 2001 — 2005
Bachelor of Science (BS), Marketing
Tullett Prebon April 2012 - Present
Newedge July 2008 - April 2012
Bear Stearns July 2007 - June 2008
Western Asset Management July 2005 - July 2007
Skills
Portfolio Management, Investments, Hedge Funds
Education
University of Notre Dame 2001 — 2005
Bachelor of Science (BS), Marketing
Abdullah Alex Khwajazada Abdullah Alex Khwajazada's Western Asset Management Experience 2013 - Present
Job Portfolio Administrator at Western Asset Management
Industry Financial Services
Experience
Western Asset Management 2013 - Present
JPMorgan Chase February 2010 - July 2011
JPMorgan Chase August 2002 - August 2007
Skills
Finance, SAP, Microsoft SQL Server, Access, Microsoft Office, Economics, Credit Analysis, Stata, Account Reconciliation, Data Analysis, Oracle, FSD, E-Views, Cisco, Visual Banker, HTML, Bloomberg Terminal, Citrix XenApp
Education
University of London
Master of Science (MS), Finance and Investment
University of California, San Diego
Bachelor of Arts (B.A.), Economics
Western Asset Management 2013 - Present
JPMorgan Chase February 2010 - July 2011
JPMorgan Chase August 2002 - August 2007
Skills
Finance, SAP, Microsoft SQL Server, Access, Microsoft Office, Economics, Credit Analysis, Stata, Account Reconciliation, Data Analysis, Oracle, FSD, E-Views, Cisco, Visual Banker, HTML, Bloomberg Terminal, Citrix XenApp
Education
University of London
Master of Science (MS), Finance and Investment
University of California, San Diego
Bachelor of Arts (B.A.), Economics
Ani Ghazaryan Ani Ghazaryan's Western Asset Management Experience February 2014 - Present
Job Senior Fund Accountant at Western Asset Management, Oaktree Capital
Industry Investment Management
Experience
Western Asset Management February 2014 - Present
Oaktree Capital Management December 2012 - January 2014
Western Asset Management September 2008 - November 2012
JPMorgan Chase 2007 - 2008
Skills
Muutal Funds, Hedge Funds, CPA Candidate, Fund Accounting, Valuation, Private Equity, Fund Of Funds, Bloomberg Terminal, Equities, Financial Services, Fund Administration, SEC filings, Derivatives, US GAAP, Financial Reporting, Accounting, Investment Management, Corporate Finance, Settlement, Securities, Account Reconciliation, Financial Analysis, Due Diligence, Bloomberg, Portfolio Management, Financial Modeling
Education
University of California, Los Angeles 2003 — 2007
Western Asset Management February 2014 - Present
Oaktree Capital Management December 2012 - January 2014
Western Asset Management September 2008 - November 2012
JPMorgan Chase 2007 - 2008
Skills
Muutal Funds, Hedge Funds, CPA Candidate, Fund Accounting, Valuation, Private Equity, Fund Of Funds, Bloomberg Terminal, Equities, Financial Services, Fund Administration, SEC filings, Derivatives, US GAAP, Financial Reporting, Accounting, Investment Management, Corporate Finance, Settlement, Securities, Account Reconciliation, Financial Analysis, Due Diligence, Bloomberg, Portfolio Management, Financial Modeling
Education
University of California, Los Angeles 2003 — 2007
Jeremy Henningsen Jeremy Henningsen's Western Asset Management Experience September 2013 - Present
Job Performance Analyst, Western Asset
Industry Financial Services
Experience
Western Asset Management September 2013 - Present
Wilshire Associates January 2012 - September 2013
Wilshire Associates January 2011 - December 2011
Wilshire Associates June 2009 - December 2010
Skills
Asset Allocation, Consulting, Financial Analysis, Finance, Microsoft Excel, Microsoft Office, Management, Leadership, Fixed Income, Alternative Investments, Financial Modeling
Education
University of Nevada-Reno 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Western Asset Management September 2013 - Present
Wilshire Associates January 2012 - September 2013
Wilshire Associates January 2011 - December 2011
Wilshire Associates June 2009 - December 2010
Skills
Asset Allocation, Consulting, Financial Analysis, Finance, Microsoft Excel, Microsoft Office, Management, Leadership, Fixed Income, Alternative Investments, Financial Modeling
Education
University of Nevada-Reno 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Max E. Ortiz's Western Asset Management Experience January 2010 - January 2012
Job Associate at Hall Capital Partners
Industry Capital Markets
Experience
Hall Capital Partners LLC July 2014 - Present
Hall Capital Partners January 2012 - Present
Western Asset Management January 2010 - January 2012
Western Asset Management 2010 - 2011
Skills
Banking, Portfolio Management, Global Macro, Market Analysis, Asset Managment, Back Office, Leadership, Fixed Income
Education
University of California, Santa Cruz 2005 — 2009
BA, Politics
Hall Capital Partners LLC July 2014 - Present
Hall Capital Partners January 2012 - Present
Western Asset Management January 2010 - January 2012
Western Asset Management 2010 - 2011
Skills
Banking, Portfolio Management, Global Macro, Market Analysis, Asset Managment, Back Office, Leadership, Fixed Income
Education
University of California, Santa Cruz 2005 — 2009
BA, Politics
Bobby Wu Bobby Wu's Western Asset Management Experience January 2006 - July 2006
Job Manager at EY
Industry Management Consulting
Experience
EY April 2015 - Present
UMT Consulting February 2012 - March 2015
Accenture September 2007 - February 2012
Bank of America May 2007 - July 2007
USC Marshall School of Business February 2007 - July 2007
Western Asset Management January 2006 - July 2006
Fiserv January 2000 - June 2005
Skills
Management Consulting, Portfolio Management, Process Improvement, Financial Analysis, Financial Modeling, Financial Reporting, Project Portfolio..., Project Management, Enterprise Planning, Program Management, Consulting, Process Consulting, Microsoft Office, Visio, SQL, PMP, EPM, Strategic Planning, SDLC, Strategy
Education
University of Southern California - Marshall School of Business 2006 — 2007
MBA
University of California, Los Angeles 1997 — 1999
BA
EY April 2015 - Present
UMT Consulting February 2012 - March 2015
Accenture September 2007 - February 2012
Bank of America May 2007 - July 2007
USC Marshall School of Business February 2007 - July 2007
Western Asset Management January 2006 - July 2006
Fiserv January 2000 - June 2005
Skills
Management Consulting, Portfolio Management, Process Improvement, Financial Analysis, Financial Modeling, Financial Reporting, Project Portfolio..., Project Management, Enterprise Planning, Program Management, Consulting, Process Consulting, Microsoft Office, Visio, SQL, PMP, EPM, Strategic Planning, SDLC, Strategy
Education
University of Southern California - Marshall School of Business 2006 — 2007
MBA
University of California, Los Angeles 1997 — 1999
BA
Aavesh Naykodi, MBA Aavesh Naykodi, MBA's Western Asset Management Experience June 2007 - August 2007
Job Strategy & Management Consultant
Industry Research
Experience
University of Southern California June 2010 - Present
Exxat March 2011 - October 2013
University of Southern California June 2008 - August 2010
Western Asset Management June 2007 - August 2007
Rasilant Technologies Pvt Ltd May 2005 - December 2005
Skills
Analysis, Management Consulting, Cross-functional Team..., Management, Process Improvement, Business Strategy, Project Management, Business Development, Strategy, Product Management, Software Project..., Project Planning, Predictive Modeling, Start-ups, SQL, Competitive Analysis, SAS, SPSS, Strategic IT Management, C++, MS Project, Business Process, Consulting, Financial Modeling, Financial Analysis, Corporate Finance, Microsoft Excel, Data Analysis, Go-to-market Strategy, Product Lifecycle..., Financial Statement..., Investments, Operations Management, Due Diligence, Entrepreneurship, Supply Chain Management, Process Automation, Microsoft SQL Server, Google Analytics, Company Valuation, Market Research, Business Analysis, Leadership, Statistics, Marketing Strategy, Design of Experiments, Engineering Management, Program Management, Analytics, Business Intelligence
Education
University of Southern California - Marshall School of Business 2012 — 2015
Master of Business Administration (MBA), Strategy, Finance and Analytics
University of Southern California 2009 — 2012
Master of Science, Engineering Management
University of Southern California 2006 — 2007
Master of Science, Computer Science
University of Mumbai 2002 — 2006
Bachelor of Engineering, Computer Engineering
Fr. Agnels School 1986 — 2002
University of Southern California June 2010 - Present
Exxat March 2011 - October 2013
University of Southern California June 2008 - August 2010
Western Asset Management June 2007 - August 2007
Rasilant Technologies Pvt Ltd May 2005 - December 2005
Skills
Analysis, Management Consulting, Cross-functional Team..., Management, Process Improvement, Business Strategy, Project Management, Business Development, Strategy, Product Management, Software Project..., Project Planning, Predictive Modeling, Start-ups, SQL, Competitive Analysis, SAS, SPSS, Strategic IT Management, C++, MS Project, Business Process, Consulting, Financial Modeling, Financial Analysis, Corporate Finance, Microsoft Excel, Data Analysis, Go-to-market Strategy, Product Lifecycle..., Financial Statement..., Investments, Operations Management, Due Diligence, Entrepreneurship, Supply Chain Management, Process Automation, Microsoft SQL Server, Google Analytics, Company Valuation, Market Research, Business Analysis, Leadership, Statistics, Marketing Strategy, Design of Experiments, Engineering Management, Program Management, Analytics, Business Intelligence
Education
University of Southern California - Marshall School of Business 2012 — 2015
Master of Business Administration (MBA), Strategy, Finance and Analytics
University of Southern California 2009 — 2012
Master of Science, Engineering Management
University of Southern California 2006 — 2007
Master of Science, Computer Science
University of Mumbai 2002 — 2006
Bachelor of Engineering, Computer Engineering
Fr. Agnels School 1986 — 2002
Christy Wilson Christy Wilson's Western Asset Management Experience June 2004 - May 2005
Job VP of Operations at Context Relevant
Industry Computer Software
Experience
Context Relevant January 2015 - Present
Splunk November 2007 - May 2014
Offermatica, Inc. (Omniture) May 2005 - November 2007
Western Asset Management June 2004 - May 2005
Baseline Systems (Thomson Reuters) November 2002 - June 2004
CommerceFlow August 2000 - November 2002
Skills
Agile Methodologies, SDLC, Scrum, Software Development, Integration, Enterprise Software, Product Management, Quality Assurance, Program Management, Start-ups, XML, Testing, Business Analysis, SQL, Project Management, Management, Web Applications, Java, Leadership, Process Improvement, Project Portfolio..., Integrated Marketing, Python, Business Development, .NET, Distributed Systems, SaaS, CSS, Linux, Perl, Communications Audits, HTML, Risk Management, MySQL, Open Source
Education
University of South Florida 1996 — 2000
Context Relevant January 2015 - Present
Splunk November 2007 - May 2014
Offermatica, Inc. (Omniture) May 2005 - November 2007
Western Asset Management June 2004 - May 2005
Baseline Systems (Thomson Reuters) November 2002 - June 2004
CommerceFlow August 2000 - November 2002
Skills
Agile Methodologies, SDLC, Scrum, Software Development, Integration, Enterprise Software, Product Management, Quality Assurance, Program Management, Start-ups, XML, Testing, Business Analysis, SQL, Project Management, Management, Web Applications, Java, Leadership, Process Improvement, Project Portfolio..., Integrated Marketing, Python, Business Development, .NET, Distributed Systems, SaaS, CSS, Linux, Perl, Communications Audits, HTML, Risk Management, MySQL, Open Source
Education
University of South Florida 1996 — 2000
Traci Kao Traci Kao's Western Asset Management Experience October 2014 - Present
Job Performance Specialist at Western Asset Management
Industry Investment Management
Experience
Western Asset Management October 2014 - Present
Western Asset Management February 2008 - Present
Four Corners Capital Management December 2006 - October 2007
Morgan Stanley March 2006 - September 2006
Wells Fargo February 2005 - December 2005
Skills
Bloomberg, Fixed Income, Swaps, Equities, Mutual Funds, Derivatives, Markitwire, Options, Financial Analysis, Performance Attribution, Series 7, Licensed Life Insurance...
Education
UC Riverside 2001 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Western Asset Management October 2014 - Present
Western Asset Management February 2008 - Present
Four Corners Capital Management December 2006 - October 2007
Morgan Stanley March 2006 - September 2006
Wells Fargo February 2005 - December 2005
Skills
Bloomberg, Fixed Income, Swaps, Equities, Mutual Funds, Derivatives, Markitwire, Options, Financial Analysis, Performance Attribution, Series 7, Licensed Life Insurance...
Education
UC Riverside 2001 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Alex LaMagdelaine Alex LaMagdelaine's Western Asset Management Experience May 2012 - Present
Job Cash Management Associate at Western Asset Management
Industry Financial Services
Experience
Western Asset Management May 2012 - Present
J.P. Morgan May 2010 - April 2012
Skills
Settlement, Capital Markets, Bloomberg, Bonds, Fixed Income, Money Market, Securities, Bloomberg Terminal, Fund Administration, Portfolio Management
Education
The University of Connecticut 2005 — 2009
BA, Economics and English Double Major
Western Asset Management May 2012 - Present
J.P. Morgan May 2010 - April 2012
Skills
Settlement, Capital Markets, Bloomberg, Bonds, Fixed Income, Money Market, Securities, Bloomberg Terminal, Fund Administration, Portfolio Management
Education
The University of Connecticut 2005 — 2009
BA, Economics and English Double Major
Charlie Jae Chul Lee, CFA Charlie Jae Chul Lee, CFA's Western Asset Management Experience April 2013 - Present
Job Cash Management at Western Asset
Industry Financial Services
Experience
Western Asset Management April 2013 - Present
Western Asset Management January 2013 - April 2013
Wall Street Financial Institute December 2011 - December 2012
Summit Asset Strategies IMB January 2010 - December 2011
Summit Asset Strategies IMB February 2008 - January 2010
Skills
Asset Managment, Investments, Financial Modeling, Options, Equity Derivatives, Investment Strategies, Equity Research, Equities, Commodity, Financial Analysis, Portfolio Management, Trading Systems, Valuation, Derivatives, Reuters, Zephyr Style Advisor, Emerging Markets, Mutual Funds, Asset Management, Hedge Funds, Asset Allocation, Alternative Investments, Securities, Analysis, Capital Markets, Finance, Series 7, Private Equity, Strategy, Due Diligence, Risk Management, Investment Advisory, Wealth Management, Bloomberg Terminal, Quantitative Finance, CRM, Cash Management, Equity Valuation, FINRA, Fundamental Analysis, Equity Trading, Quantitative Analytics, Financial Planning, VBA, Chartered Financial...
Education
University of Michigan 2005 — 2007
B.A., Economics
Western Asset Management April 2013 - Present
Western Asset Management January 2013 - April 2013
Wall Street Financial Institute December 2011 - December 2012
Summit Asset Strategies IMB January 2010 - December 2011
Summit Asset Strategies IMB February 2008 - January 2010
Skills
Asset Managment, Investments, Financial Modeling, Options, Equity Derivatives, Investment Strategies, Equity Research, Equities, Commodity, Financial Analysis, Portfolio Management, Trading Systems, Valuation, Derivatives, Reuters, Zephyr Style Advisor, Emerging Markets, Mutual Funds, Asset Management, Hedge Funds, Asset Allocation, Alternative Investments, Securities, Analysis, Capital Markets, Finance, Series 7, Private Equity, Strategy, Due Diligence, Risk Management, Investment Advisory, Wealth Management, Bloomberg Terminal, Quantitative Finance, CRM, Cash Management, Equity Valuation, FINRA, Fundamental Analysis, Equity Trading, Quantitative Analytics, Financial Planning, VBA, Chartered Financial...
Education
University of Michigan 2005 — 2007
B.A., Economics
Leesen Ley Leesen Ley's Western Asset Management Experience July 2007 - Present
Job Portfolio Administrator at Western Asset Management
Industry Investment Management
Experience
Western Asset Management July 2007 - Present
Skills
Portfolio Management, Asset Management, Investments, Fixed Income, Financial Services, Bloomberg, Management, Mutual Funds, Asset Allocation, Bonds, Investment Management, Securities, Bloomberg Terminal, Investment Strategies, Directing, Film Festivals, Producing, Short Films, Creative Direction, Writing, Screenwriting, Film Production, Feature Films, Independent Film, Creative Writing, Derivatives, Time Management, Team Management, Organizational..., Event Planning
Education
University of Southern California
Business Administration
University of Southern California - Marshall School of Business
B.S.
William S. Hart High School
Western Asset Management July 2007 - Present
Skills
Portfolio Management, Asset Management, Investments, Fixed Income, Financial Services, Bloomberg, Management, Mutual Funds, Asset Allocation, Bonds, Investment Management, Securities, Bloomberg Terminal, Investment Strategies, Directing, Film Festivals, Producing, Short Films, Creative Direction, Writing, Screenwriting, Film Production, Feature Films, Independent Film, Creative Writing, Derivatives, Time Management, Team Management, Organizational..., Event Planning
Education
University of Southern California
Business Administration
University of Southern California - Marshall School of Business
B.S.
William S. Hart High School
Sandy Lin Sandy Lin's Western Asset Management Experience October 2009 - June 2012
Job Investment Banking Associate, Armory Securities
Industry Investment Banking
Experience
Armory Group, LLC August 2015 - Present
Arrowroot Advisors April 2015 - July 2015
Cench Couture June 2014 - March 2015
Sony Music Entertainment October 2013 - December 2013
Granite Broadcasting Corporation June 2013 - August 2013
Western Asset Management October 2009 - June 2012
Western Asset Management July 2008 - September 2009
Western Asset Management August 2007 - June 2008
Western Asset Management September 2005 - July 2007
Skills
Fixed Income, Bloomberg, InvestOne, Capital IQ, Mandarin Fluency, Microsoft Office, Microsoft Excel, Futures, Options, TBA Mortgage, Strategy, Management Accounting, Process Improvement, Business Process..., Business Process..., Financial Analysis, PowerPoint, User Interface Design, Trade Allocation, Project Management, Problem Solving, Luxury Brand Marketing, Startup Development, Equities, Valuation, Hedge Funds, Digital Marketing, Marketing Strategy, Business Development, Asset Management, Investments, Trading, Financial Modeling, Marketing, Management, Corporate Finance
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Southern California 2000 — 2005
BS, Accounting
Armory Group, LLC August 2015 - Present
Arrowroot Advisors April 2015 - July 2015
Cench Couture June 2014 - March 2015
Sony Music Entertainment October 2013 - December 2013
Granite Broadcasting Corporation June 2013 - August 2013
Western Asset Management October 2009 - June 2012
Western Asset Management July 2008 - September 2009
Western Asset Management August 2007 - June 2008
Western Asset Management September 2005 - July 2007
Skills
Fixed Income, Bloomberg, InvestOne, Capital IQ, Mandarin Fluency, Microsoft Office, Microsoft Excel, Futures, Options, TBA Mortgage, Strategy, Management Accounting, Process Improvement, Business Process..., Business Process..., Financial Analysis, PowerPoint, User Interface Design, Trade Allocation, Project Management, Problem Solving, Luxury Brand Marketing, Startup Development, Equities, Valuation, Hedge Funds, Digital Marketing, Marketing Strategy, Business Development, Asset Management, Investments, Trading, Financial Modeling, Marketing, Management, Corporate Finance
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Southern California 2000 — 2005
BS, Accounting
William David Waters William David Waters's Western Asset Management Experience November 2006 - March 2009
Job Mortgage Servicing Team Manager at Bank of America
Industry Financial Services
Experience
Bank of America June 2012 - Present
Bank of America May 2011 - June 2012
Bank of America March 2010 - May 2011
Bank of America June 2009 - March 2010
Western Asset Management November 2006 - March 2009
Countrywide July 2004 - November 2006
Countrywide April 2003 - June 2004
Bank of America August 2002 - March 2003
Skills
Banking, Finance, Loans, Mortgage Lending, Process Improvement, Leadership, Training, Management, CRM, Access, Accounting, Analysis
Education
University of Redlands 2011 — 2015
MBA, Accounting/ Finance
University of Central Florida - College of Business Administration 1997 — 2001
Bacholar of Science, MIS/Business Admin
Bank of America June 2012 - Present
Bank of America May 2011 - June 2012
Bank of America March 2010 - May 2011
Bank of America June 2009 - March 2010
Western Asset Management November 2006 - March 2009
Countrywide July 2004 - November 2006
Countrywide April 2003 - June 2004
Bank of America August 2002 - March 2003
Skills
Banking, Finance, Loans, Mortgage Lending, Process Improvement, Leadership, Training, Management, CRM, Access, Accounting, Analysis
Education
University of Redlands 2011 — 2015
MBA, Accounting/ Finance
University of Central Florida - College of Business Administration 1997 — 2001
Bacholar of Science, MIS/Business Admin
Brian Scilacci Brian Scilacci's Western Asset Management Experience June 2011 - August 2012
Job Analyst at Mitsubishi UFJ Financial Group, Union Bank
Industry Financial Services
Experience
Mitsubishi, UFJ Financial Group, Inc January 2014 - Present
Western Asset Management June 2011 - August 2012
UCLA October 2010 - March 2012
Dewey & LeBoeuf LLP June 2009 - August 2009
Skills
Credit Analysis, Corporate Finance, Financial Analysis, Research, PowerPoint, Microsoft Excel, Microsoft Word, Investments, Marketing
Education
University of California, Los Angeles 2008 — 2012
BA, Sociology
UCLA Anderson School of Management - Executive Education 2013 — 2013
EDGE Certificate, Business Management
Loyola Jesuit College Preparatory in Los Angeles 2004 — 2008
Mitsubishi, UFJ Financial Group, Inc January 2014 - Present
Western Asset Management June 2011 - August 2012
UCLA October 2010 - March 2012
Dewey & LeBoeuf LLP June 2009 - August 2009
Skills
Credit Analysis, Corporate Finance, Financial Analysis, Research, PowerPoint, Microsoft Excel, Microsoft Word, Investments, Marketing
Education
University of California, Los Angeles 2008 — 2012
BA, Sociology
UCLA Anderson School of Management - Executive Education 2013 — 2013
EDGE Certificate, Business Management
Loyola Jesuit College Preparatory in Los Angeles 2004 — 2008
Nicole Saucier Nicole Saucier's Western Asset Management Experience July 2002 - March 2008
Job Fixed Income TraderBuyside
Industry Investment Management
Experience
General Motors January 2011 - July 2013
Allianz Global Investors March 2008 - December 2010
Western Asset Management July 2002 - March 2008
Citigroup Asset Management November 2000 - July 2002
Citigroup Asset Management March 1999 - November 2000
Alliance Capital Management July 1996 - March 1999
Fidelity Investments July 1995 - July 1996
Skills
Fixed Income, Portfolio Management, Bonds, Trading, Investments, Mutual Funds, Trading Systems, Investment Strategies, High Yield, MBS, ABS, Separately Managed..., Equities, Asset Management, Series 7, Hedge Funds
Education
University of Massachusetts Boston 1991 — 1995
Bachelor of Science, Business Administration; Accounting and Finance
General Motors January 2011 - July 2013
Allianz Global Investors March 2008 - December 2010
Western Asset Management July 2002 - March 2008
Citigroup Asset Management November 2000 - July 2002
Citigroup Asset Management March 1999 - November 2000
Alliance Capital Management July 1996 - March 1999
Fidelity Investments July 1995 - July 1996
Skills
Fixed Income, Portfolio Management, Bonds, Trading, Investments, Mutual Funds, Trading Systems, Investment Strategies, High Yield, MBS, ABS, Separately Managed..., Equities, Asset Management, Series 7, Hedge Funds
Education
University of Massachusetts Boston 1991 — 1995
Bachelor of Science, Business Administration; Accounting and Finance
Margaret Daniels's Western Asset Management Experience May 2006 - March 2008
Job Wealth Management Advisor with TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2015 - Present
PNC Wealth Management March 2013 - July 2015
PNC Capital Markets, LLC March 2008 - March 2013
Western Asset Management May 2006 - March 2008
Citigroup Asset Management October 2003 - May 2006
Skills
Fixed Income, Banking, CRM, Asset Management, Bloomberg, Wealth Management, Capital Markets, Sales Presentations, Product Launch, Consultative Approach, Customer Retention, Portfolio Performance..., Strategic Thinking, Closing Deals
Education
University of Kentucky 1999 — 2003
Bachelor, Marketing and Merchandising
TIAA-CREF July 2015 - Present
PNC Wealth Management March 2013 - July 2015
PNC Capital Markets, LLC March 2008 - March 2013
Western Asset Management May 2006 - March 2008
Citigroup Asset Management October 2003 - May 2006
Skills
Fixed Income, Banking, CRM, Asset Management, Bloomberg, Wealth Management, Capital Markets, Sales Presentations, Product Launch, Consultative Approach, Customer Retention, Portfolio Performance..., Strategic Thinking, Closing Deals
Education
University of Kentucky 1999 — 2003
Bachelor, Marketing and Merchandising
Vernon Budinger, CFA, CAIA Vernon Budinger, CFA, CAIA's Western Asset Management Experience 1999 - 2010
Job Chief Executive Officer and Chief Investment Officer
Industry Investment Management
Experience
Latin America Structured Finance Advisors, LLC October 2010 - Present
Western Asset Management 1999 - 2010
Phoenix Research and Trading October 1995 - September 1998
Global Advanced Technology 1992 - 1996
Citibank Securities Markets 1990 - 1992
Skills
Portfolio Management, Hedge Funds, Fixed Income, Asset Management, Valuation, Investments, Derivatives, Trading, Asset Allocation, Financial Modeling, Risk Management, Bonds, Due Diligence, Credit, Asset Managment, Bloomberg, Capital Markets, Structured Products, Equities, Investment Management, Emerging Markets, Alternative Investments, Investment Strategies, Financial Analysis, Mutual Funds, Quantitative Analytics, Equity Research, Private Equity, Finance, Financial Risk, Currency, Structured Finance, Hedging, Securities, MBS, Options, ABS, Portfolio Optimization, Fund Of Funds, ETFs, Global Macro, Investment Banking, Financial Markets, Management, Financial Services, Analysis
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
University of Hawaii - College of Business Administration 1980 — 1983
BBA, Finance
Latin America Structured Finance Advisors, LLC October 2010 - Present
Western Asset Management 1999 - 2010
Phoenix Research and Trading October 1995 - September 1998
Global Advanced Technology 1992 - 1996
Citibank Securities Markets 1990 - 1992
Skills
Portfolio Management, Hedge Funds, Fixed Income, Asset Management, Valuation, Investments, Derivatives, Trading, Asset Allocation, Financial Modeling, Risk Management, Bonds, Due Diligence, Credit, Asset Managment, Bloomberg, Capital Markets, Structured Products, Equities, Investment Management, Emerging Markets, Alternative Investments, Investment Strategies, Financial Analysis, Mutual Funds, Quantitative Analytics, Equity Research, Private Equity, Finance, Financial Risk, Currency, Structured Finance, Hedging, Securities, MBS, Options, ABS, Portfolio Optimization, Fund Of Funds, ETFs, Global Macro, Investment Banking, Financial Markets, Management, Financial Services, Analysis
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
University of Hawaii - College of Business Administration 1980 — 1983
BBA, Finance
Nathan Miller Nathan Miller's Western Asset Management Experience May 2006 - June 2010
Job Manager, Infrastructure Security and CoreOps
Industry Computer & Network Security
Experience
Lookout June 2014 - Present
Jive Software August 2013 - June 2014
Jive Software November 2011 - August 2013
Mozilla Corporation June 2010 - November 2011
Western Asset Management May 2006 - June 2010
Disney Worldwide Services May 2005 - May 2006
Affant Communication October 1998 - May 2005
Hilton Anaheim October 1996 - October 1998
Disneyland May 1992 - October 1996
Skills
Network Security, Information Security..., Network Architecture, Network Engineering, Vulnerability Management, Troubleshooting, Bluecoat, Computer Security, VMware, SIEM, Checkpoint, VoIP, Enterprise Software, SAN, IDS, Websense, Data Center, CISSP, Firewalls, Information Security, Ethernet, Application Security, OSPF, MPLS, F5 BigIP, Cisco Technologies, TCP/IP, Juniper, Load Balancing, Security Policy, Enterprise Architecture, Virtualization, WAN, Internet Security, Security, Networking, Cloud Computing, Linux, Penetration Testing, BGP, Disaster Recovery, Qualys, VPN, IPS, Information Technology, Cisco IOS, Solaris, VMware ESX, DNS, Network Design
Education
University of Phoenix
Lookout June 2014 - Present
Jive Software August 2013 - June 2014
Jive Software November 2011 - August 2013
Mozilla Corporation June 2010 - November 2011
Western Asset Management May 2006 - June 2010
Disney Worldwide Services May 2005 - May 2006
Affant Communication October 1998 - May 2005
Hilton Anaheim October 1996 - October 1998
Disneyland May 1992 - October 1996
Skills
Network Security, Information Security..., Network Architecture, Network Engineering, Vulnerability Management, Troubleshooting, Bluecoat, Computer Security, VMware, SIEM, Checkpoint, VoIP, Enterprise Software, SAN, IDS, Websense, Data Center, CISSP, Firewalls, Information Security, Ethernet, Application Security, OSPF, MPLS, F5 BigIP, Cisco Technologies, TCP/IP, Juniper, Load Balancing, Security Policy, Enterprise Architecture, Virtualization, WAN, Internet Security, Security, Networking, Cloud Computing, Linux, Penetration Testing, BGP, Disaster Recovery, Qualys, VPN, IPS, Information Technology, Cisco IOS, Solaris, VMware ESX, DNS, Network Design
Education
University of Phoenix
Renny Cabreros Renny Cabreros's Western Asset Management Experience August 2006 - May 2009
Job Compliance Manager at BlueCrest Capital Management
Industry Investment Management
Experience
BlueCrest Capital Management, LLP May 2014 - Present
GE Asset Management May 2011 - May 2014
Hartford Investment Management 2009 - May 2011
Western Asset Management August 2006 - May 2009
Pacific Investment Management Company May 2004 - August 2006
Wilshire Associates March 2000 - December 2003
Skills
Fixed Income, Equities, Derivatives, Mutual Funds, Risk Management, Investments, Portfolio Management, Investment Management, Corporate Finance, Trading, Financial Services, Analysis, Auditing, Hedge Funds, Process Improvement, Management, Series 7, Bonds, Alternative Investments
Education
University of California, Irvine 1994 — 1999
BA, Psychology
University of California, Irvine 1994 — 1999
BA, Economics
BlueCrest Capital Management, LLP May 2014 - Present
GE Asset Management May 2011 - May 2014
Hartford Investment Management 2009 - May 2011
Western Asset Management August 2006 - May 2009
Pacific Investment Management Company May 2004 - August 2006
Wilshire Associates March 2000 - December 2003
Skills
Fixed Income, Equities, Derivatives, Mutual Funds, Risk Management, Investments, Portfolio Management, Investment Management, Corporate Finance, Trading, Financial Services, Analysis, Auditing, Hedge Funds, Process Improvement, Management, Series 7, Bonds, Alternative Investments
Education
University of California, Irvine 1994 — 1999
BA, Psychology
University of California, Irvine 1994 — 1999
BA, Economics
Andrew Lo Andrew Lo's Western Asset Management Experience July 2013 - Present
Job Fund Administrator at Western Asset Management
Industry Accounting
Experience
Western Asset Management July 2013 - Present
Jefferies & Company April 2013 - July 2013
Panda Restaurant Group June 2011 - April 2013
Skills
Financial Analysis, Account Reconciliation, Bloomberg Terminal, Microsoft Office, Financial Reporting, Fixed Income, Fund Accounting, Fund Administration, Oracle, Master Data Management, Yardi, Auditing, Bank Reconciliation, PeopleSoft, InvestOne, Static Data, Mutual Funds, Financial Statements, SharePoint, ADP Payroll, Sales & Use Tax, Large-scale Data..., Data Mapping, CMS, NAV, Confirmation, QuickBooks, Accounting
Education
University of California, Los Angeles 2011 — 2012
Certificate of Accounting, Accounting
University of California, San Diego 2006 — 2010
Bachelors of Science, Management Science
Western Asset Management July 2013 - Present
Jefferies & Company April 2013 - July 2013
Panda Restaurant Group June 2011 - April 2013
Skills
Financial Analysis, Account Reconciliation, Bloomberg Terminal, Microsoft Office, Financial Reporting, Fixed Income, Fund Accounting, Fund Administration, Oracle, Master Data Management, Yardi, Auditing, Bank Reconciliation, PeopleSoft, InvestOne, Static Data, Mutual Funds, Financial Statements, SharePoint, ADP Payroll, Sales & Use Tax, Large-scale Data..., Data Mapping, CMS, NAV, Confirmation, QuickBooks, Accounting
Education
University of California, Los Angeles 2011 — 2012
Certificate of Accounting, Accounting
University of California, San Diego 2006 — 2010
Bachelors of Science, Management Science
Antouan Mesropian Antouan Mesropian's Western Asset Management Experience June 2014 - Present
Job Senior Fund Administrator at Western Asset Management
Industry Investment Management
Experience
Western Asset Management June 2014 - Present
Western Asset Management February 2010 - June 2014
ADP 2009 - 2009
Indyamc Bank 2006 - 2008
Skills
Bloomberg, Fixed Income, Finance, Bonds, Hedge Funds
Education
University of La Verne 2002 — 2006
Bachelor of Science (B.S.), Busniess Admin, 3.68
san dimas high school
Western Asset Management June 2014 - Present
Western Asset Management February 2010 - June 2014
ADP 2009 - 2009
Indyamc Bank 2006 - 2008
Skills
Bloomberg, Fixed Income, Finance, Bonds, Hedge Funds
Education
University of La Verne 2002 — 2006
Bachelor of Science (B.S.), Busniess Admin, 3.68
san dimas high school
Eric Dawson, CFA Eric Dawson, CFA's Western Asset Management Experience August 2011 - October 2011
Job
Industry Research
Experience
StubHub January 2015 - Present
Five Ten Capital October 2011 - February 2014
Western Asset Management August 2011 - October 2011
Smith Breeden Associates August 2006 - June 2011
Skills
T-SQL, C#, Stata, VBA, MS Office Suite, XML, HTML, SQL Server Reporting..., ABS, Portfolio Management, Structured Products, Analytics
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
BS, Finance
StubHub January 2015 - Present
Five Ten Capital October 2011 - February 2014
Western Asset Management August 2011 - October 2011
Smith Breeden Associates August 2006 - June 2011
Skills
T-SQL, C#, Stata, VBA, MS Office Suite, XML, HTML, SQL Server Reporting..., ABS, Portfolio Management, Structured Products, Analytics
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
BS, Finance
Jerry Bradenbaugh Jerry Bradenbaugh's Western Asset Management Experience March 2007 - Present
Job HP TeamSite Architect / JavaScript Engineer
Industry Information Technology and Services
Experience
Western Asset Management March 2007 - Present
Skills
OpenDeploy, TeamSite, PERL, FormAPI, ColdFusion, JavaScript, Handlebars, AngularJS, XML, Oracle, Microsoft SQL Server, Content Management, Web Development, Web Services, ETL, LiveSite
Education
University of North Carolina at Charlotte 1991 — 1993
B.A., English/Communications
Florida State - College of Engineering 1988 — 1990
Western Asset Management March 2007 - Present
Skills
OpenDeploy, TeamSite, PERL, FormAPI, ColdFusion, JavaScript, Handlebars, AngularJS, XML, Oracle, Microsoft SQL Server, Content Management, Web Development, Web Services, ETL, LiveSite
Education
University of North Carolina at Charlotte 1991 — 1993
B.A., English/Communications
Florida State - College of Engineering 1988 — 1990
Kiri Suykry's Western Asset Management Experience 1999 - 2000
Job SELLS HOME IN 29 DAYS OR LESS FOR TOP VALUE
Industry Real Estate
Experience
Keller Williams Realty May 2015 - Present
RealtyResult.com April 2015 - Present
RoomCrunch.com November 2013 - Present
Premier Capital Investment 2001 - February 2015
Shopzilla, Inc. 2000 - 2001
Western Asset Management 1999 - 2000
Southern California Edison (SCE) 1998 - 1999
The Walt Disney Company 1992 - 1993
Cigna 1991 - 1992
Northwest Airlines 1989 - 1991
Skills
Databases, SQL, Database Design, Data Center, Real Estate, Real Estate Transactions, Real Estate Marketing, Big Data, Big Data Analytics, Purchasing Negotiation, Negotiation, Strategic Negotiations
Education
University of Minnesota-Twin Cities 1984 — 1989
Bachelor of Arts In Computer Science
Keller Williams Realty May 2015 - Present
RealtyResult.com April 2015 - Present
RoomCrunch.com November 2013 - Present
Premier Capital Investment 2001 - February 2015
Shopzilla, Inc. 2000 - 2001
Western Asset Management 1999 - 2000
Southern California Edison (SCE) 1998 - 1999
The Walt Disney Company 1992 - 1993
Cigna 1991 - 1992
Northwest Airlines 1989 - 1991
Skills
Databases, SQL, Database Design, Data Center, Real Estate, Real Estate Transactions, Real Estate Marketing, Big Data, Big Data Analytics, Purchasing Negotiation, Negotiation, Strategic Negotiations
Education
University of Minnesota-Twin Cities 1984 — 1989
Bachelor of Arts In Computer Science
Navin Sharma Navin Sharma's Western Asset Management Experience March 2010 - May 2013
Job Risk Management at BlackRock
Industry Financial Services
Experience
BlackRock June 2013 - Present
Western Asset Management March 2010 - May 2013
OppenheimerFunds 2002 - March 2010
Fannie Mae 1997 - 2000
The Vanguard Group 1994 - 1997
SPEAKER and PUBLICATIONS 1996 - 1996
AFFILIATIONS and LEADERSHIP 1995 - 1995
Skills
Portfolio Management, Risk Management, Financial Modeling, Financial Risk, Credit Risk, Market Risk, Valuation, Trading, Investments, Credit Derivatives, Enterprise Risk..., Bonds, Hedge Funds, Asset Management, Statistical Modeling, Equities, Hedging, Fixed Income, Financial Services, Quantitative Analytics, Credit, Mutual Funds, Management Consulting, Derivatives, Operational Risk, Finance, Securities, Bloomberg, Capital Markets, Swaps, Operational Risk...
Education
University of Pennsylvania
Master's degree, Computer Science
Temple University
B.A., Psychology
BlackRock June 2013 - Present
Western Asset Management March 2010 - May 2013
OppenheimerFunds 2002 - March 2010
Fannie Mae 1997 - 2000
The Vanguard Group 1994 - 1997
SPEAKER and PUBLICATIONS 1996 - 1996
AFFILIATIONS and LEADERSHIP 1995 - 1995
Skills
Portfolio Management, Risk Management, Financial Modeling, Financial Risk, Credit Risk, Market Risk, Valuation, Trading, Investments, Credit Derivatives, Enterprise Risk..., Bonds, Hedge Funds, Asset Management, Statistical Modeling, Equities, Hedging, Fixed Income, Financial Services, Quantitative Analytics, Credit, Mutual Funds, Management Consulting, Derivatives, Operational Risk, Finance, Securities, Bloomberg, Capital Markets, Swaps, Operational Risk...
Education
University of Pennsylvania
Master's degree, Computer Science
Temple University
B.A., Psychology
Wes Toyofuku Wes Toyofuku's Western Asset Management Experience 1995 - 2002
Job Director of Ecommerce at Blue Sky The Color of Imagination
Industry Apparel & Fashion
Experience
Blue Sky The Color of Imagination April 2015 - Present
5.11 Tactical January 2014 - January 2015
Love Culture Inc October 2012 - December 2013
Vans 2008 - 2012
Sharka Corporation 2001 - 2008
Western Asset Management 1995 - 2002
Skills
E-commerce, Retail, Website Merchandising, Social Media, Email Marketing, E-commerce SEO, Web Analytics, Team Management, E-commerce Optimization
Education
UCI 1988 — 1993
Bachelor's degree
Blue Sky The Color of Imagination April 2015 - Present
5.11 Tactical January 2014 - January 2015
Love Culture Inc October 2012 - December 2013
Vans 2008 - 2012
Sharka Corporation 2001 - 2008
Western Asset Management 1995 - 2002
Skills
E-commerce, Retail, Website Merchandising, Social Media, Email Marketing, E-commerce SEO, Web Analytics, Team Management, E-commerce Optimization
Education
UCI 1988 — 1993
Bachelor's degree
Victoria Choi Victoria Choi's Western Asset Management Experience October 2009 - March 2011
Job Institutional Sales BlackRock
Industry Investment Management
Experience
BlackRock December 2014 - Present
Dimensional Fund Advisors September 2013 - November 2014
Dimensional Fund Advisors March 2011 - September 2013
Western Asset Management October 2009 - March 2011
Trust Company of the West June 2009 - August 2009
Canterbury Consulting November 2007 - March 2009
Education
University of California, Irvine 2006 — 2009
Bachelor’s Degree, Economics, Management
BlackRock December 2014 - Present
Dimensional Fund Advisors September 2013 - November 2014
Dimensional Fund Advisors March 2011 - September 2013
Western Asset Management October 2009 - March 2011
Trust Company of the West June 2009 - August 2009
Canterbury Consulting November 2007 - March 2009
Education
University of California, Irvine 2006 — 2009
Bachelor’s Degree, Economics, Management
Thomas Bolger Thomas Bolger's Western Asset Management Experience April 2010 - July 2011
Job Senior Associate at The TCW Group
Industry Financial Services
Experience
The TCW Group August 2015 - Present
UBS Private Wealth Management July 2011 - August 2015
Western Asset Management April 2010 - July 2011
China Water and Energy Group August 2009 - December 2009
Skills
Portfolio Management, Financial Modeling, Finance, Financial Analysis, Investments, Strategy, Asset Management, Valuation, Microsoft Excel, Social Media
Education
University of San Diego 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Spanish
Loyola High School of Los Angeles 2001 — 2005
The TCW Group August 2015 - Present
UBS Private Wealth Management July 2011 - August 2015
Western Asset Management April 2010 - July 2011
China Water and Energy Group August 2009 - December 2009
Skills
Portfolio Management, Financial Modeling, Finance, Financial Analysis, Investments, Strategy, Asset Management, Valuation, Microsoft Excel, Social Media
Education
University of San Diego 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Spanish
Loyola High School of Los Angeles 2001 — 2005
William Chau Jr.'s Western Asset Management Experience June 2013 - August 2013
Job Management Consulting Summer Associate at KPMG
Industry Management Consulting
Experience
KPMG June 2015 - Present
Navigant Consulting June 2014 - August 2014
Platinum Academy January 2011 - January 2014
Western Asset Management June 2013 - August 2013
Bloomberg LP January 2013 - July 2013
The Los Angeles Financial Literacy Initiative November 2011 - July 2013
Conduit Consulting September 2012 - November 2012
ClearFreight July 2011 - September 2011
nyoombl, Inc. January 2011 - May 2011
Skills
Microsoft Office, Business Strategy, Due Diligence
Education
University of Southern California - Marshall School of Business 2013 — 2015
Bachelor of Science, Business Administration
University of California, Riverside 2010 — 2013
Bachelor of Science, Business Administration, Transferred
Arcadia High School 2006 — 2010
KPMG June 2015 - Present
Navigant Consulting June 2014 - August 2014
Platinum Academy January 2011 - January 2014
Western Asset Management June 2013 - August 2013
Bloomberg LP January 2013 - July 2013
The Los Angeles Financial Literacy Initiative November 2011 - July 2013
Conduit Consulting September 2012 - November 2012
ClearFreight July 2011 - September 2011
nyoombl, Inc. January 2011 - May 2011
Skills
Microsoft Office, Business Strategy, Due Diligence
Education
University of Southern California - Marshall School of Business 2013 — 2015
Bachelor of Science, Business Administration
University of California, Riverside 2010 — 2013
Bachelor of Science, Business Administration, Transferred
Arcadia High School 2006 — 2010
Da-Wei David Hong Da-Wei David Hong's Western Asset Management Experience November 2008 - August 2011
Job AVP, Business Risk and Analytics at TCW
Industry Investment Management
Experience
The TCW Group June 2015 - Present
Canyon Capital Advisors August 2011 - June 2015
Western Asset Management November 2008 - August 2011
CVS Caremark Corporation October 2005 - August 2011
Western Asset Management September 2006 - November 2008
Education
University of California, San Diego 2001 — 2005
BS, Biochemistry and Cellular Biology
The TCW Group June 2015 - Present
Canyon Capital Advisors August 2011 - June 2015
Western Asset Management November 2008 - August 2011
CVS Caremark Corporation October 2005 - August 2011
Western Asset Management September 2006 - November 2008
Education
University of California, San Diego 2001 — 2005
BS, Biochemistry and Cellular Biology
Ben Corser Ben Corser's Western Asset Management Experience 2008 - 2011
Job Funds Management Group Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates 2015 - Present
Western Asset Management 2008 - 2011
Indymac Bank 2006 - 2008
Skills
Investment Writing, Management, Microsoft Excel, Microsoft Word, Microsoft Office, Asset Management, Financial Analysis, Equities, Securities, Investments, Portfolio Management, Bloomberg, Fixed Income
Education
University of Portland
Finance, Finance and Economics
Wilshire Associates 2015 - Present
Western Asset Management 2008 - 2011
Indymac Bank 2006 - 2008
Skills
Investment Writing, Management, Microsoft Excel, Microsoft Word, Microsoft Office, Asset Management, Financial Analysis, Equities, Securities, Investments, Portfolio Management, Bloomberg, Fixed Income
Education
University of Portland
Finance, Finance and Economics
Chris LeSueur Chris LeSueur's Western Asset Management Experience June 2015 - August 2015
Job Investment Research and Equity Valuation Intern at Sargent Bickham Lagudis,
Industry Investment Management
Experience
Sargent Bickham Lagudis January 2015 - Present
Western Asset Management June 2015 - August 2015
Leeds Technology Services April 2014 - June 2015
Innovation Pavilion August 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, C++, Social Media, HTML, C, Public Speaking, Teamwork, Windows, Matlab, English, AutoCAD, Event Planning, SQL, Python, JavaScript, Java, Start-ups
Education
University of Colorado Boulder 2012 — 2016
Engineer's Degree, Applied Mathematics, Senior
Sargent Bickham Lagudis January 2015 - Present
Western Asset Management June 2015 - August 2015
Leeds Technology Services April 2014 - June 2015
Innovation Pavilion August 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, C++, Social Media, HTML, C, Public Speaking, Teamwork, Windows, Matlab, English, AutoCAD, Event Planning, SQL, Python, JavaScript, Java, Start-ups
Education
University of Colorado Boulder 2012 — 2016
Engineer's Degree, Applied Mathematics, Senior
David Cheng's Western Asset Management Experience 2001 - 2009
Job Portfolio Manager at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management 2014 - Present
Hewlett-Packard 2010 - 2014
Megapolitan Investment Group 2009 - 2010
Western Asset Management 2001 - 2009
ShockMarket 2000 - 2001
Morgan Stanley Investment Management 1999 - 2000
Education
University of Pennsylvania 1995 — 1999
BSE, BAS, Finance, Electrical Engineering
UBS Global Asset Management 2014 - Present
Hewlett-Packard 2010 - 2014
Megapolitan Investment Group 2009 - 2010
Western Asset Management 2001 - 2009
ShockMarket 2000 - 2001
Morgan Stanley Investment Management 1999 - 2000
Education
University of Pennsylvania 1995 — 1999
BSE, BAS, Finance, Electrical Engineering
Elise Okita Elise Okita's Western Asset Management Experience October 2008 - January 2009
Job Examiner at Federal Reserve Bank of San Francisco, Los Angeles Branch
Industry Banking
Experience
Federal Reserve Bank of San Francisco January 2009 - Present
Western Asset Management October 2008 - January 2009
Central Pacific Bank June 2008 - September 2008
Ohana Pacific Bank May 2007 - August 2007
Skills
Banking, Credit, Financial Analysis, Risk Management, Credit Risk, Credit Analysis
Education
University of San Francisco 2004 — 2008
BSBA, Finance
Iolani School 2000 — 2004
Federal Reserve Bank of San Francisco January 2009 - Present
Western Asset Management October 2008 - January 2009
Central Pacific Bank June 2008 - September 2008
Ohana Pacific Bank May 2007 - August 2007
Skills
Banking, Credit, Financial Analysis, Risk Management, Credit Risk, Credit Analysis
Education
University of San Francisco 2004 — 2008
BSBA, Finance
Iolani School 2000 — 2004
Lee Alice Lee Alice's Western Asset Management Experience January 2013 - Present
Job
Industry Financial Services
Experience
Western Asset Management January 2013 - Present
Western Asset Management October 2007 - June 2010
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Microsoft Word, Financial Analysis, Customer Service, Marketing, Event Planning, Sales, Real Estate, Social Media, Access, Public Speaking, Time Management, Social Media Marketing, Leadership, Social Networking, Accounting, Data Analysis, Management, Strategy, Analysis, Portfolio Management, Investments, Account Reconciliation, Coaching, Mutual Funds
Education
University of Southern California - Marshall School of Business 2002 — 2006
BS, Global Marketing & Global Management with a minor in Communication Design
University of California, Los Angeles 2013 — 2013
Accounting- Extension Program
Western Asset Management January 2013 - Present
Western Asset Management October 2007 - June 2010
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Microsoft Word, Financial Analysis, Customer Service, Marketing, Event Planning, Sales, Real Estate, Social Media, Access, Public Speaking, Time Management, Social Media Marketing, Leadership, Social Networking, Accounting, Data Analysis, Management, Strategy, Analysis, Portfolio Management, Investments, Account Reconciliation, Coaching, Mutual Funds
Education
University of Southern California - Marshall School of Business 2002 — 2006
BS, Global Marketing & Global Management with a minor in Communication Design
University of California, Los Angeles 2013 — 2013
Accounting- Extension Program
Tu (Tim) Pham's Western Asset Management Experience May 2002 - November 2003
Job Caterer
Industry Restaurants
Experience
Top Catering January 2013 - Present
Clayton Fixed Income Services December 2004 - August 2007
State Street IMS November 2003 - December 2004
Western Asset Management May 2002 - November 2003
PIMCO/State Street IMS April 2000 - May 2002
Skills
Data Analysis, Process Improvement, Management, Accounting, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Research, Financial Analysis, Leadership, Event Planning, Hospitality, Social Media, Analysis, Catering, Guest Service Management, Event Management, Wedding Planning
Education
University of California, Irvine 1993 — 1998
Bachelor of Science (BS), Biology, General
Top Catering January 2013 - Present
Clayton Fixed Income Services December 2004 - August 2007
State Street IMS November 2003 - December 2004
Western Asset Management May 2002 - November 2003
PIMCO/State Street IMS April 2000 - May 2002
Skills
Data Analysis, Process Improvement, Management, Accounting, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Research, Financial Analysis, Leadership, Event Planning, Hospitality, Social Media, Analysis, Catering, Guest Service Management, Event Management, Wedding Planning
Education
University of California, Irvine 1993 — 1998
Bachelor of Science (BS), Biology, General
Michael Erskine, CPA, CFA Michael Erskine, CPA, CFA's Western Asset Management Experience January 2012 - August 2015
Job Equity Research Associate at Gamble Jones Investment Counsel
Industry Financial Services
Experience
Gamble Jones Investment Counsel August 2015 - Present
Western Asset Management January 2012 - August 2015
Voyant Advisors, LLC March 2011 - December 2011
PwC August 2008 - March 2011
PwC June 2007 - August 2007
Skills
Hedge Funds, Financial Reporting, Financial Analysis, Excel, Auditing, Word, Financial Modeling, Research, Investments, US GAAP, IFRS, Analysis, Internal Controls, Financial Audits, Finance
Education
University of San Diego 2004 — 2008
Bachelors, Accounting and Economics
Gamble Jones Investment Counsel August 2015 - Present
Western Asset Management January 2012 - August 2015
Voyant Advisors, LLC March 2011 - December 2011
PwC August 2008 - March 2011
PwC June 2007 - August 2007
Skills
Hedge Funds, Financial Reporting, Financial Analysis, Excel, Auditing, Word, Financial Modeling, Research, Investments, US GAAP, IFRS, Analysis, Internal Controls, Financial Audits, Finance
Education
University of San Diego 2004 — 2008
Bachelors, Accounting and Economics
Greg McCarty Greg McCarty's Western Asset Management Experience October 1995 - March 1999
Job AST Business Analyst at Green Dot Corporation
Industry Investment Management
Experience
Green Dot Corporation November 2013 - Present
Athene Asset Management January 2012 - August 2013
Cloud Event Processing July 2011 - December 2011
Transamerica Investment Management / AEGON February 2010 - July 2011
Research Affiliates August 2007 - July 2009
Transamerica Investment Management LLC March 1999 - August 2007
Western Asset Management October 1995 - March 1999
Kleinwort Benson Capital Management November 1994 - October 1995
Jet Propulsion Laboratory January 1993 - December 1994
Skills
SharePoint, SDLC, Agile Methodologies, Microsoft SQL Server, Business Analysis, VB.NET, Oracle, CRM, Visual Studio, SSRS, SSIS, Project Management, Testing
Education
University of California, Santa Barbara
BA, Business Economics
Green Dot Corporation November 2013 - Present
Athene Asset Management January 2012 - August 2013
Cloud Event Processing July 2011 - December 2011
Transamerica Investment Management / AEGON February 2010 - July 2011
Research Affiliates August 2007 - July 2009
Transamerica Investment Management LLC March 1999 - August 2007
Western Asset Management October 1995 - March 1999
Kleinwort Benson Capital Management November 1994 - October 1995
Jet Propulsion Laboratory January 1993 - December 1994
Skills
SharePoint, SDLC, Agile Methodologies, Microsoft SQL Server, Business Analysis, VB.NET, Oracle, CRM, Visual Studio, SSRS, SSIS, Project Management, Testing
Education
University of California, Santa Barbara
BA, Business Economics
David Friskics David Friskics's Western Asset Management Experience March 2013 - August 2014
Job Quantitative Analyst at The Palisades Group
Industry Investment Management
Experience
The Palisades Group August 2014 - Present
Western Asset Management March 2013 - August 2014
Independent Consultant February 2012 - February 2013
Ares Management August 2010 - August 2011
Western Asset Management June 2006 - August 2010
The Bank of New York May 2004 - June 2006
Skills
Financial Reform, Derivatives, Alternative Investments, Fixed Income, Data Mining, Training, Operational Streamlining, Collateral Management, Business Continuity..., Internal Controls, Swaps, Credit Derivatives, Bonds, Hedge Funds, Bloomberg, Investments, Investment Management, Mutual Funds, Asset Management, Securities, Financial Modeling, Equities, Options, Bloomberg Terminal, Asset Allocation, FX Options, Structured Products, Financial Markets, Capital Markets, Investment Strategies, Private Equity, CDS, Settlement, ETFs, Corporate Actions, Banking, Interest Rate..., Hedging, Trading Systems
Education
University of Central Florida - College of Business Administration 2000 — 2004
BSBA, Finance
The Palisades Group August 2014 - Present
Western Asset Management March 2013 - August 2014
Independent Consultant February 2012 - February 2013
Ares Management August 2010 - August 2011
Western Asset Management June 2006 - August 2010
The Bank of New York May 2004 - June 2006
Skills
Financial Reform, Derivatives, Alternative Investments, Fixed Income, Data Mining, Training, Operational Streamlining, Collateral Management, Business Continuity..., Internal Controls, Swaps, Credit Derivatives, Bonds, Hedge Funds, Bloomberg, Investments, Investment Management, Mutual Funds, Asset Management, Securities, Financial Modeling, Equities, Options, Bloomberg Terminal, Asset Allocation, FX Options, Structured Products, Financial Markets, Capital Markets, Investment Strategies, Private Equity, CDS, Settlement, ETFs, Corporate Actions, Banking, Interest Rate..., Hedging, Trading Systems
Education
University of Central Florida - College of Business Administration 2000 — 2004
BSBA, Finance
Eric Chan, CPA Eric Chan, CPA's Western Asset Management Experience May 2004 - November 2006
Job Senior Vice President at The TCW Group
Industry Investment Management
Experience
The TCW Group December 2009 - Present
Metropolitan West Asset Management November 2006 - December 2009
Western Asset Management May 2004 - November 2006
Education
University of Southern California
Bachelor of Arts (B.A.), Accounting and Finance
The TCW Group December 2009 - Present
Metropolitan West Asset Management November 2006 - December 2009
Western Asset Management May 2004 - November 2006
Education
University of Southern California
Bachelor of Arts (B.A.), Accounting and Finance
Tadeh Karabidian's Western Asset Management Experience June 2015 - Present
Job Reference Data & Valuation Analyst at Western Asset Management
Industry Investment Management
Experience
Western Asset Management June 2015 - Present
Western Asset Management April 2013 - June 2015
Western Asset Management January 2012 - April 2013
Western Asset Management August 2008 - January 2012
New York Life Insurance Company November 2006 - December 2007
Skills
Valuation, Pricing, Fixed Income Valuation, Equity Valuation, Pricing Analysis, Fixed Income Analysis, Bloomberg, Fixed Income, Hedge Funds, Equities, Securities, Microsoft Excel, Portfolio Management, Alternative Investments, Microsoft Word, Investment Management, Options, Bonds, Eagle PACE, Performance Measurement, Cash Management, Swaps, Futures, SQL, Bank Loans, MBS, ABS, CLO, Emerging Markets, Derivatives, Financial Analysis, Asset Management, Financial Modeling, Investments
Education
University of California, Los Angeles 2006 — 2008
BA, Economics
2016 Level III Candidate in the CFA Program
Western Asset Management June 2015 - Present
Western Asset Management April 2013 - June 2015
Western Asset Management January 2012 - April 2013
Western Asset Management August 2008 - January 2012
New York Life Insurance Company November 2006 - December 2007
Skills
Valuation, Pricing, Fixed Income Valuation, Equity Valuation, Pricing Analysis, Fixed Income Analysis, Bloomberg, Fixed Income, Hedge Funds, Equities, Securities, Microsoft Excel, Portfolio Management, Alternative Investments, Microsoft Word, Investment Management, Options, Bonds, Eagle PACE, Performance Measurement, Cash Management, Swaps, Futures, SQL, Bank Loans, MBS, ABS, CLO, Emerging Markets, Derivatives, Financial Analysis, Asset Management, Financial Modeling, Investments
Education
University of California, Los Angeles 2006 — 2008
BA, Economics
2016 Level III Candidate in the CFA Program
Fernando Kang (E-mail)'s Western Asset Management Experience September 2006 - Present
Job Business Analyst / Project Lead
Industry Financial Services
Experience
Western Asset Management September 2006 - Present
State Street January 2004 - May 2006
Capital Group May 1999 - January 2004
Skills
Bloomberg, Business Analysis, Fixed Income, Hedge Funds, Derivatives, Bonds, Business Requirements, Financial Services, Business Process, Management, Securities, Risk Management, SDLC, Alternative Investments, Options, Credit Derivatives, Bloomberg Terminal, Process Improvement, Project Management, Swaps, Analysis, Settlement, Requirements Analysis, SQL, Sybase, Vendor Management, Leadership, Equities, Business Intelligence, Financial Modeling, Swap, Asset Managment, SWIFT messages, Portfolio Management, Interest Rate..., CDS, Investments, FpML, SWIFT payments, Asset Management, Visio, FX Options, Corporate Actions, CRM, Middle Office
Education
University of California, Irvine - The Paul Merage School of Business 2003 — 2006
MBA
University of California, Los Angeles 1992 — 1997
BA, Economics
Western Asset Management September 2006 - Present
State Street January 2004 - May 2006
Capital Group May 1999 - January 2004
Skills
Bloomberg, Business Analysis, Fixed Income, Hedge Funds, Derivatives, Bonds, Business Requirements, Financial Services, Business Process, Management, Securities, Risk Management, SDLC, Alternative Investments, Options, Credit Derivatives, Bloomberg Terminal, Process Improvement, Project Management, Swaps, Analysis, Settlement, Requirements Analysis, SQL, Sybase, Vendor Management, Leadership, Equities, Business Intelligence, Financial Modeling, Swap, Asset Managment, SWIFT messages, Portfolio Management, Interest Rate..., CDS, Investments, FpML, SWIFT payments, Asset Management, Visio, FX Options, Corporate Actions, CRM, Middle Office
Education
University of California, Irvine - The Paul Merage School of Business 2003 — 2006
MBA
University of California, Los Angeles 1992 — 1997
BA, Economics
Kevin Chang's Western Asset Management Experience April 2010 - Present
Job
Industry Investment Management
Experience
Western Asset Management April 2010 - Present
Northrop Grumman December 2008 - April 2010
Churchill Pacific Asset Managment July 2007 - February 2008
Western Asset Management Company March 2005 - July 2007
Wilshire Associates January 2000 - March 2005
Skills
Fixed Income, Bloomberg, Equities, Asset Management, Financial Modeling, Valuation, Portfolio Management, Hedge Funds, Investments, Alternative Investments, Financial Analysis, Asset Allocation, Investment Management, Analytics, Emerging Markets, Analysis, Equity Research, Investment Strategies, Bonds, Capital Markets
Education
University of Southern California - Marshall School of Business 2004 — 2007
MBA
University of California at Santa Barbara 1994 — 1999
BA
Western Asset Management April 2010 - Present
Northrop Grumman December 2008 - April 2010
Churchill Pacific Asset Managment July 2007 - February 2008
Western Asset Management Company March 2005 - July 2007
Wilshire Associates January 2000 - March 2005
Skills
Fixed Income, Bloomberg, Equities, Asset Management, Financial Modeling, Valuation, Portfolio Management, Hedge Funds, Investments, Alternative Investments, Financial Analysis, Asset Allocation, Investment Management, Analytics, Emerging Markets, Analysis, Equity Research, Investment Strategies, Bonds, Capital Markets
Education
University of Southern California - Marshall School of Business 2004 — 2007
MBA
University of California at Santa Barbara 1994 — 1999
BA
Karthik Kamal's Western Asset Management Experience August 2007 - March 2012
Job Lead Developer at DIRECTV
Industry Information Technology and Services
Experience
DIRECTV April 2013 - Present
Western Asset Management August 2007 - March 2012
DTS, Inc. May 2006 - March 2007
Western Asset Management October 2003 - May 2006
Verizon March 2003 - September 2003
Oracle May 2002 - February 2003
Skills
Swing, Spring Framework, Hibernate, Java AWT, XML, SWT
Education
University of Madras 1994 — 1998
B.S, Computer Science
DIRECTV April 2013 - Present
Western Asset Management August 2007 - March 2012
DTS, Inc. May 2006 - March 2007
Western Asset Management October 2003 - May 2006
Verizon March 2003 - September 2003
Oracle May 2002 - February 2003
Skills
Swing, Spring Framework, Hibernate, Java AWT, XML, SWT
Education
University of Madras 1994 — 1998
B.S, Computer Science
Roberta Hong's Western Asset Management Experience October 2011 - Present
Job Client Account Transitions Specialist at Western Asset Management
Industry Investment Management
Experience
Western Asset Management October 2011 - Present
Bingham, Osborn & Scarborough March 2010 - October 2011
Dimensional Fund Advisors August 2006 - December 2009
Bjurman, Barry & Associates August 2003 - August 2006
Education
University of California, Irvine 1997 — 2002
B.A. International Studies
Western Asset Management October 2011 - Present
Bingham, Osborn & Scarborough March 2010 - October 2011
Dimensional Fund Advisors August 2006 - December 2009
Bjurman, Barry & Associates August 2003 - August 2006
Education
University of California, Irvine 1997 — 2002
B.A. International Studies
Nish Ratnayake's Western Asset Management Experience June 2004 - June 2006
Job Vice President, Finance and Controller at Rady Children's HospitalSan Diego
Industry Hospital & Health Care
Experience
Rady Children's Hospital-San Diego November 2014 - Present
Rady Children's Hospital-San Diego May 2013 - May 2015
CareFusion August 2009 - May 2013
ProShare Advisors, LLC January 2008 - May 2009
Analytic Investors June 2006 - December 2007
Western Asset Management June 2004 - June 2006
Ares Management, LLC June 2002 - June 2004
Skills
Bloomberg, Equities, Hedge Funds, Derivatives, Alternative Investments, Portfolio Management, Fixed Income, Financial Modeling, Investment Strategies, Investments, Trading, Mutual Funds, Asset Managment, Asset Allocation, ETFs, Treasury, Department Budgeting, Hedging, Hedge Accounting, Accounting, Financial Accounting, Corporate Finance, Financial Risk
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA, Finance
University of California, Los Angeles 1999 — 2002
Bachelor of Arts (B.A.), Business Economics
University of California, Los Angeles 1999 — 2002
BS, Molecular, Cell and Developmental Biology
Rady Children's Hospital-San Diego November 2014 - Present
Rady Children's Hospital-San Diego May 2013 - May 2015
CareFusion August 2009 - May 2013
ProShare Advisors, LLC January 2008 - May 2009
Analytic Investors June 2006 - December 2007
Western Asset Management June 2004 - June 2006
Ares Management, LLC June 2002 - June 2004
Skills
Bloomberg, Equities, Hedge Funds, Derivatives, Alternative Investments, Portfolio Management, Fixed Income, Financial Modeling, Investment Strategies, Investments, Trading, Mutual Funds, Asset Managment, Asset Allocation, ETFs, Treasury, Department Budgeting, Hedging, Hedge Accounting, Accounting, Financial Accounting, Corporate Finance, Financial Risk
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA, Finance
University of California, Los Angeles 1999 — 2002
Bachelor of Arts (B.A.), Business Economics
University of California, Los Angeles 1999 — 2002
BS, Molecular, Cell and Developmental Biology
Hiep Ho's Western Asset Management Experience October 2008 - Present
Job QA Analyst/Automation Engineer at Western Asset Management
Industry Information Technology and Services
Experience
Western Asset Management October 2008 - Present
Bear Stearns Residential Mortgage February 2007 - August 2008
Encore Credit Corp August 2005 - February 2007
Argent Mortgage, LLC. October 2004 - August 2005
Skills
Quality Center, Test Automation, Testing, QTP, Quality Assurance, WinRunner, Automation, Regression Testing, .NET, Functional Testing, SDLC, Agile Methodologies, Scripting
Education
University of California, Irvine 2002 — 2004
Bachelors of Science degree
Ho Chi Minh City University of Technology (HCMUT) 1984 — 1989
Engineering
Western Asset Management October 2008 - Present
Bear Stearns Residential Mortgage February 2007 - August 2008
Encore Credit Corp August 2005 - February 2007
Argent Mortgage, LLC. October 2004 - August 2005
Skills
Quality Center, Test Automation, Testing, QTP, Quality Assurance, WinRunner, Automation, Regression Testing, .NET, Functional Testing, SDLC, Agile Methodologies, Scripting
Education
University of California, Irvine 2002 — 2004
Bachelors of Science degree
Ho Chi Minh City University of Technology (HCMUT) 1984 — 1989
Engineering
Molly Schwartz, CFA's Western Asset Management Experience September 2010 - Present
Job
Industry Investment Management
Experience
Western Asset Management September 2010 - Present
Western Asset Management January 2007 - September 2010
USC Marshall School of Business January 2009 - May 2009
Western Asset Management August 2004 - January 2007
Skills
Fixed Income, Bloomberg, Asset Allocation, Hedge Funds, Asset Managment, Portfolio Management, Bonds, Investments, Investment Strategies, Trading, Valuation, Asset Management, Investment Management, Mutual Funds, Equities, Corporate Finance, Financial Modeling, Financial Analysis, Derivatives, Alternative Investments, Finance, Securities, Equity Research, Hedging, Chartered Financial..., Equity Valuation, Options, Bloomberg Terminal, Capital Markets, ETFs
Education
University of Southern California - Marshall School of Business 2007 — 2010
MBA, Investments
University of Southern California 2002 — 2004
BS, Business Administration - Finance & Marketing
Western Asset Management September 2010 - Present
Western Asset Management January 2007 - September 2010
USC Marshall School of Business January 2009 - May 2009
Western Asset Management August 2004 - January 2007
Skills
Fixed Income, Bloomberg, Asset Allocation, Hedge Funds, Asset Managment, Portfolio Management, Bonds, Investments, Investment Strategies, Trading, Valuation, Asset Management, Investment Management, Mutual Funds, Equities, Corporate Finance, Financial Modeling, Financial Analysis, Derivatives, Alternative Investments, Finance, Securities, Equity Research, Hedging, Chartered Financial..., Equity Valuation, Options, Bloomberg Terminal, Capital Markets, ETFs
Education
University of Southern California - Marshall School of Business 2007 — 2010
MBA, Investments
University of Southern California 2002 — 2004
BS, Business Administration - Finance & Marketing
Ilene Harker's Western Asset Management Experience 1987 - 2004
Job Retired, Western Asset Management Company
Industry Investment Management
Experience
Western Asset 2004 - Present
Western Asset Management 1987 - 2004
Western Asset Management 1985 - 1987
Skills
Fixed Income, Derivatives, Asset Management, Investment Management, Asset Managment, Strategic Financial..., Hedge Funds, Alternative Investments, Risk Management, Securities, Equities, FX trading, Mutual Funds
Education
University of California, Irvine 1972 — 1976
Western Asset 2004 - Present
Western Asset Management 1987 - 2004
Western Asset Management 1985 - 1987
Skills
Fixed Income, Derivatives, Asset Management, Investment Management, Asset Managment, Strategic Financial..., Hedge Funds, Alternative Investments, Risk Management, Securities, Equities, FX trading, Mutual Funds
Education
University of California, Irvine 1972 — 1976
Norman Yang's Western Asset Management Experience 2001 - 2003
Job Vice President Division Risk Manager at MUFG Americas
Industry Banking
Experience
MUFG Americas August 2013 - Present
KPMG, LLP January 2005 - August 2013
Countrywide Securities Corporation 2003 - 2004
Western Asset Management 2001 - 2003
Oppenheimer Capital 2000 - 2001
Skills
Financial Modeling, Equity Research, Valuation, Bloomberg, Hedge Funds, Fixed Income, Investment Management, Financial Analysis, Equities, Capital Markets, Due Diligence, Portfolio Management, Private Equity, Financial Risk, Asset Managment, Basel II, Market Risk, Credit Risk, Operational Risk
Education
University of Colorado at Denver 1998 — 1999
MBA, Finance
University of Colorado Boulder
B.A., Environmental Biology
MUFG Americas August 2013 - Present
KPMG, LLP January 2005 - August 2013
Countrywide Securities Corporation 2003 - 2004
Western Asset Management 2001 - 2003
Oppenheimer Capital 2000 - 2001
Skills
Financial Modeling, Equity Research, Valuation, Bloomberg, Hedge Funds, Fixed Income, Investment Management, Financial Analysis, Equities, Capital Markets, Due Diligence, Portfolio Management, Private Equity, Financial Risk, Asset Managment, Basel II, Market Risk, Credit Risk, Operational Risk
Education
University of Colorado at Denver 1998 — 1999
MBA, Finance
University of Colorado Boulder
B.A., Environmental Biology
Pat Budden, CFA's Western Asset Management Experience May 2009 - Present
Job Insurance Investment Management at Western Asset
Industry Investment Management
Experience
Western Asset Management May 2009 - Present
Western Asset Management September 2006 - May 2009
Citigroup Asset Management March 2004 - September 2006
Hold Brothers October 2002 - March 2004
Skills
Fixed Income, Portfolio Management, Bloomberg, Asset Management, Hedge Funds, Equities, Bonds, Investment Strategies, Asset Allocation, Investment Management, Mutual Funds, Equity Research, Securities
Education
University of Richmond 1997 — 2001
BS, Business/Econ
Greenwich High School 1993 — 1997
Western Asset Management May 2009 - Present
Western Asset Management September 2006 - May 2009
Citigroup Asset Management March 2004 - September 2006
Hold Brothers October 2002 - March 2004
Skills
Fixed Income, Portfolio Management, Bloomberg, Asset Management, Hedge Funds, Equities, Bonds, Investment Strategies, Asset Allocation, Investment Management, Mutual Funds, Equity Research, Securities
Education
University of Richmond 1997 — 2001
BS, Business/Econ
Greenwich High School 1993 — 1997
Andrew Oh, CFA's Western Asset Management Experience September 2009 - May 2012
Job Associate Director at First Quadrant
Industry Investment Management
Experience
First Quadrant August 2015 - Present
First Quadrant June 2012 - Present
Western Asset Management September 2009 - May 2012
Western Asset Management September 2009 - May 2012
Western Asset Management July 2007 - September 2009
Pacific Coast Funding October 2006 - March 2007
Merrill Lynch October 2006 - March 2007
Zip Fusion June 2005 - February 2007
Gravity Interactive, Inc. March 2004 - July 2005
Skills
Investments, Financial Modeling, Bloomberg, Fixed Income, Derivatives, Excel, Visual Basic, Visual Studio, Alternative Investments, Swaps, Swaptions, Interest Rate Swaps, Credit Risk, Credit Derivatives, Equities, Equity Research, Equity Valuation, Valuation, Programming, Business Analysis, C, C++, Ruby, Python, Java, Macro, CFA, Financial Analysis, Financial Reporting, Financial Management, Wealth Management, Microsoft Excel
Education
University of California, Los Angeles 2002 — 2007
Bachelor of Science, Computer Science
Anderson W. Clark Magnet High School 1998 — 2002
First Quadrant August 2015 - Present
First Quadrant June 2012 - Present
Western Asset Management September 2009 - May 2012
Western Asset Management September 2009 - May 2012
Western Asset Management July 2007 - September 2009
Pacific Coast Funding October 2006 - March 2007
Merrill Lynch October 2006 - March 2007
Zip Fusion June 2005 - February 2007
Gravity Interactive, Inc. March 2004 - July 2005
Skills
Investments, Financial Modeling, Bloomberg, Fixed Income, Derivatives, Excel, Visual Basic, Visual Studio, Alternative Investments, Swaps, Swaptions, Interest Rate Swaps, Credit Risk, Credit Derivatives, Equities, Equity Research, Equity Valuation, Valuation, Programming, Business Analysis, C, C++, Ruby, Python, Java, Macro, CFA, Financial Analysis, Financial Reporting, Financial Management, Wealth Management, Microsoft Excel
Education
University of California, Los Angeles 2002 — 2007
Bachelor of Science, Computer Science
Anderson W. Clark Magnet High School 1998 — 2002
Erin Houston's Western Asset Management Experience September 2004 - 2009
Job Portfolio Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management October 2009 - Present
Western Asset Management September 2004 - 2009
Citigroup May 2002 - June 2005
Morgan Stanley Smith Barney 1999 - 2003
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1999
UBS Global Asset Management October 2009 - Present
Western Asset Management September 2004 - 2009
Citigroup May 2002 - June 2005
Morgan Stanley Smith Barney 1999 - 2003
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1999
Stephen Waits's Western Asset Management Experience September 2005 - May 2008
Job Systems Engineer at University of California at Santa Barbara
Industry Information Technology and Services
Experience
University of California at Santa Barbara April 2010 - Present
CompuVision June 2008 - October 2008
Western Asset Management September 2005 - May 2008
Carter & Burgess 2002 - 2005
Skills
Project Management, Virtualization, SQL, Microsoft SQL Server, Disaster Recovery, Active Directory, VMware, Security, Windows Server, SharePoint, Unix, Cloud Computing, Linux, System Administration, Databases, Networking, Data Center
Education
University of North Carolina at Chapel Hill 1997 — 2001
University of California at Santa Barbara April 2010 - Present
CompuVision June 2008 - October 2008
Western Asset Management September 2005 - May 2008
Carter & Burgess 2002 - 2005
Skills
Project Management, Virtualization, SQL, Microsoft SQL Server, Disaster Recovery, Active Directory, VMware, Security, Windows Server, SharePoint, Unix, Cloud Computing, Linux, System Administration, Databases, Networking, Data Center
Education
University of North Carolina at Chapel Hill 1997 — 2001
Donna Thomas-Sapp's Western Asset Management Experience November 2007 - Present
Job Bank Loan Specialist at Western Asset Management
Industry Financial Services
Experience
Western Asset Management November 2007 - Present
The Mortgage Store August 2003 - May 2007
Education
University of Phoenix 1998 — 1999
MBA, Business
Western Asset Management November 2007 - Present
The Mortgage Store August 2003 - May 2007
Education
University of Phoenix 1998 — 1999
MBA, Business
Patrick Mulvey's Western Asset Management Experience January 2006 - April 2007
Job Consultant at William Blair & Co
Industry Information Technology and Services
Experience
William Blair & Company March 2015 - Present
Citadel LLC January 2013 - January 2015
Nuveen Investments August 2012 - January 2013
Dodge & Cox December 2008 - July 2012
Fisher Investments April 2007 - December 2008
Western Asset Management January 2006 - April 2007
GMO December 2002 - January 2006
Northern Trust October 2001 - January 2003
CWB SYSTEM SERVICES January 2000 - January 2001
SCUDDER KEMPER January 1999 - January 2000
Skills
Business Analysis, Data Analysis, Integration, Requirements Analysis, Requirements Gathering, Documentation, Project Planning, Analysis, SDLC, Business Process, ERP, Business Management, Business Requirements, Data Mining, Change Management, Business Intelligence, Testing, Software Development, Project Management, Management, Financial Services, Data Warehousing, Consulting, Asset Management, ETL, Fixed Income, PL/SQL, Process Improvement, Vendor Management, Trading Systems, Capital Markets, Trading, Portfolio Management, Equities, Investments
Education
University of Scranton 1991 — 1996
Bachelor of Science, Finance
William Blair & Company March 2015 - Present
Citadel LLC January 2013 - January 2015
Nuveen Investments August 2012 - January 2013
Dodge & Cox December 2008 - July 2012
Fisher Investments April 2007 - December 2008
Western Asset Management January 2006 - April 2007
GMO December 2002 - January 2006
Northern Trust October 2001 - January 2003
CWB SYSTEM SERVICES January 2000 - January 2001
SCUDDER KEMPER January 1999 - January 2000
Skills
Business Analysis, Data Analysis, Integration, Requirements Analysis, Requirements Gathering, Documentation, Project Planning, Analysis, SDLC, Business Process, ERP, Business Management, Business Requirements, Data Mining, Change Management, Business Intelligence, Testing, Software Development, Project Management, Management, Financial Services, Data Warehousing, Consulting, Asset Management, ETL, Fixed Income, PL/SQL, Process Improvement, Vendor Management, Trading Systems, Capital Markets, Trading, Portfolio Management, Equities, Investments
Education
University of Scranton 1991 — 1996
Bachelor of Science, Finance
Murtaza Khokha's Western Asset Management Experience September 2000 - July 2008
Job President at SBS Consultants Inc.
Industry Information Technology and Services
Experience
SBS Consultants Inc. January 2005 - Present
Bank of America August 2011 - December 2012
Creative Channel Services August 2008 - August 2011
Western Asset Management September 2000 - July 2008
Skills
Sybase, Data Modeling, ETL, Data Warehousing, Microsoft SQL Server, SSRS, Database Design, Performance Tuning, Unix Shell Scripting, PL/SQL, Oracle, Business Intelligence, Databases, Unix, SSIS, SQL, Requirements Gathering, Agile Methodologies, Requirements Analysis, Visio
Education
University of Mumbai
Bachelor's degree, Computer Science
SBS Consultants Inc. January 2005 - Present
Bank of America August 2011 - December 2012
Creative Channel Services August 2008 - August 2011
Western Asset Management September 2000 - July 2008
Skills
Sybase, Data Modeling, ETL, Data Warehousing, Microsoft SQL Server, SSRS, Database Design, Performance Tuning, Unix Shell Scripting, PL/SQL, Oracle, Business Intelligence, Databases, Unix, SSIS, SQL, Requirements Gathering, Agile Methodologies, Requirements Analysis, Visio
Education
University of Mumbai
Bachelor's degree, Computer Science
Eric Stratmoen, CFA's Western Asset Management Experience June 2006 - November 2013
Job Peridiem Global Investors
Industry Investment Management
Experience
Peridiem Global Investors November 2013 - Present
Western Asset Management June 2006 - November 2013
Education
University of Southern California 2002 — 2006
Economics, Mathematics
Peridiem Global Investors November 2013 - Present
Western Asset Management June 2006 - November 2013
Education
University of Southern California 2002 — 2006
Economics, Mathematics
Scott Spear's Western Asset Management Experience March 2014 - Present
Job Head of U.S. Portfolio Risk and Analysis
Industry Investment Management
Experience
Western Asset Management March 2014 - Present
Bank of America June 2003 - February 2014
Ally Financial Inc. 2009 - 2009
Countrywide Financial June 2003 - December 2008
Econ One Research, Inc. 2000 - 2003
Goldman, Sach & Co. 1997 - 2000
Skills
Valuation, Fixed Income, Quantitative Finance, Portfolio Management, Credit Risk, Market Risk, Econometrics, Time Series Analysis, Interest Rate..., MBS, Mortgage Servicing, Quantitative Analytics, Capital Markets, Derivatives
Education
University of California, San Diego
Ph.D., Economics
University of Wisconsin-Madison
BA, Economics
Western Asset Management March 2014 - Present
Bank of America June 2003 - February 2014
Ally Financial Inc. 2009 - 2009
Countrywide Financial June 2003 - December 2008
Econ One Research, Inc. 2000 - 2003
Goldman, Sach & Co. 1997 - 2000
Skills
Valuation, Fixed Income, Quantitative Finance, Portfolio Management, Credit Risk, Market Risk, Econometrics, Time Series Analysis, Interest Rate..., MBS, Mortgage Servicing, Quantitative Analytics, Capital Markets, Derivatives
Education
University of California, San Diego
Ph.D., Economics
University of Wisconsin-Madison
BA, Economics
Robert Souza, CFA's Western Asset Management Experience October 2007 - August 2010
Job Analyst/Portfolio Manager Gamble Jones Investment Counsel
Industry Investment Management
Experience
Gamble Jones Investment Counsel September 2010 - Present
Western Asset Management October 2007 - August 2010
Education
University of California, Santa Barbara
Gamble Jones Investment Counsel September 2010 - Present
Western Asset Management October 2007 - August 2010
Education
University of California, Santa Barbara
Steven Puodziunas's Western Asset Management Experience January 1999 - Present
Job Head of Client Service / Marketing Support at Western Asset Management
Industry Investment Management
Experience
Western Asset Management January 1999 - Present
Ellwood Associates January 1994 - December 1998
Education
University of Illinois at Chicago 1987 — 1992
BA, Finance
Western Asset Management January 1999 - Present
Ellwood Associates January 1994 - December 1998
Education
University of Illinois at Chicago 1987 — 1992
BA, Finance
Marianne Kerry's Western Asset Management Experience 2005 - Present
Job CS Support Mgr at Western Asset
Industry Investment Management
Experience
Western Asset Management 2005 - Present
Citigroup Asset Management May 1998 - December 2005
Citigroup 1985 - 2005
Education
University of Rochester - Simon Business School
MBA
Western Asset Management 2005 - Present
Citigroup Asset Management May 1998 - December 2005
Citigroup 1985 - 2005
Education
University of Rochester - Simon Business School
MBA
Richard Ong's Western Asset Management Experience October 2011 - Present
Job Senior MBS Settlements Specialist at Western Asset Management
Industry Financial Services
Experience
Western Asset Management October 2011 - Present
Anfield Capital Management, LLC November 2010 - March 2011
Assent LLC July 2008 - April 2009
Countrywide Securities January 2006 - September 2007
Countrywide Securities January 2004 - December 2005
Tradescape July 2000 - September 2002
PIMCO May 1998 - July 2000
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2011
MBA, Finance
University of California, Riverside 1995 — 1997
B.S., Business Administration
Western Asset Management October 2011 - Present
Anfield Capital Management, LLC November 2010 - March 2011
Assent LLC July 2008 - April 2009
Countrywide Securities January 2006 - September 2007
Countrywide Securities January 2004 - December 2005
Tradescape July 2000 - September 2002
PIMCO May 1998 - July 2000
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2011
MBA, Finance
University of California, Riverside 1995 — 1997
B.S., Business Administration
Kit Y. Mui's Western Asset Management Experience September 2009 - Present
Job Manager, Client Service and Marketing Support at Western Asset Management Company
Industry Investment Management
Experience
Western Asset Management September 2009 - Present
Western Asset Management Company Limited, Singapore January 2008 - September 2009
Western Asset Management September 2004 - January 2008
Skills
Project Management, Product Support, Employee Relations, International, Mutual Funds, asset management, client service, assets under management..., Financial Services, Asset Management, Alternative Investments, Asset Allocation, Client Services, Financial Analysis, Marketing, Fixed Income, Equities
Education
University of California, Riverside 1996 — 2000
B.S. in Business Administration, Emphasis in Accounting and Database Management Systems
Western Asset Management September 2009 - Present
Western Asset Management Company Limited, Singapore January 2008 - September 2009
Western Asset Management September 2004 - January 2008
Skills
Project Management, Product Support, Employee Relations, International, Mutual Funds, asset management, client service, assets under management..., Financial Services, Asset Management, Alternative Investments, Asset Allocation, Client Services, Financial Analysis, Marketing, Fixed Income, Equities
Education
University of California, Riverside 1996 — 2000
B.S. in Business Administration, Emphasis in Accounting and Database Management Systems
Stephen Cook, CFA's Western Asset Management Experience July 2005 - April 2009
Job Investment Analyst at Payden & Rygel
Industry Investment Management
Experience
Payden & Rygel August 2013 - Present
Post Advisory Group April 2009 - July 2013
Western Asset Management July 2005 - April 2009
Skills
Fixed Income, Bloomberg, Portfolio Management, Financial Modeling, Excel, Financial Analysis, High Yield
Education
University of California, Santa Barbara 2001 — 2005
BA, Economics, English
St. Francis High School 1997 — 2001
Payden & Rygel August 2013 - Present
Post Advisory Group April 2009 - July 2013
Western Asset Management July 2005 - April 2009
Skills
Fixed Income, Bloomberg, Portfolio Management, Financial Modeling, Excel, Financial Analysis, High Yield
Education
University of California, Santa Barbara 2001 — 2005
BA, Economics, English
St. Francis High School 1997 — 2001
Christopher Medema's Western Asset Management Experience August 2007 - June 2013
Job Sr. Director, Data Science and Quantitative Research at AssetAvenue
Industry Investment Management
Experience
Western Asset Management August 2007 - June 2013
The Chotin Group September 2004 - August 2007
Agile Group, LLC May 2002 - August 2003
Skills
Fixed Income, Portfolio Management, Bloomberg, Investments, Hedge Funds, Bonds, Trading, Quantitative Analytics, Asset Management, RMBS, MBS, Alternative Investments, Structured Products, Investment Strategies, Mutual Funds, Structured Finance, Valuation, ABS, Asset Allocation, VBA, Quantitative Finance, Portfolio Optimization, Mathematical Modeling, R, SQL, Securitization, Microsoft Excel, Financial Modeling, Risk Management, Statistics, Data Analysis, Quantitative Research, Matlab, Time Travel
Education
University of Washington 2013 — 2016
Master of Science (MSc), Computational Finance, Dept. Applied Mathematics
University of Colorado Boulder
Bachelor of Arts (BA), Mathematics and Economics
Western Asset Management August 2007 - June 2013
The Chotin Group September 2004 - August 2007
Agile Group, LLC May 2002 - August 2003
Skills
Fixed Income, Portfolio Management, Bloomberg, Investments, Hedge Funds, Bonds, Trading, Quantitative Analytics, Asset Management, RMBS, MBS, Alternative Investments, Structured Products, Investment Strategies, Mutual Funds, Structured Finance, Valuation, ABS, Asset Allocation, VBA, Quantitative Finance, Portfolio Optimization, Mathematical Modeling, R, SQL, Securitization, Microsoft Excel, Financial Modeling, Risk Management, Statistics, Data Analysis, Quantitative Research, Matlab, Time Travel
Education
University of Washington 2013 — 2016
Master of Science (MSc), Computational Finance, Dept. Applied Mathematics
University of Colorado Boulder
Bachelor of Arts (BA), Mathematics and Economics
Brendan Bowman, CFA's Western Asset Management Experience May 2005 - Present
Job Analyst at Western Asset Management
Industry Investment Management
Experience
Western Asset Management May 2005 - Present
Education
University of California, Riverside 2000 — 2004
Western Asset Management May 2005 - Present
Education
University of California, Riverside 2000 — 2004
Charisse Gopez Enrique's Western Asset Management Experience 2000 - 2003
Job Director at Gopez Corp. dba Diamond Auto Parts
Industry Automotive
Experience
Gopez Corp. dba Diamond Auto Parts 2003 - Present
Western Asset Management 2000 - 2003
STAPLES Center 1998 - 2000
Los Angeles Kings Hockey Club 1998 - 2000
AT&T 1997 - 1999
AT&T 1995 - 1997
Skills
Sales, Financial Modeling, Financial Analysis, Capital Markets, Corporate Finance, Finance, Financial Reporting
Education
University of California, Los Angeles 1992 — 1994
B.S. Math/Applied Science, Operations Research, Business Administration, Computer Programming
Gopez Corp. dba Diamond Auto Parts 2003 - Present
Western Asset Management 2000 - 2003
STAPLES Center 1998 - 2000
Los Angeles Kings Hockey Club 1998 - 2000
AT&T 1997 - 1999
AT&T 1995 - 1997
Skills
Sales, Financial Modeling, Financial Analysis, Capital Markets, Corporate Finance, Finance, Financial Reporting
Education
University of California, Los Angeles 1992 — 1994
B.S. Math/Applied Science, Operations Research, Business Administration, Computer Programming
Kassy Woo Ri Lee, CPA's Western Asset Management Experience June 2005 - Present
Job Portfolio Administration Supervisor
Industry Investment Management
Experience
Western Asset Management June 2005 - Present
Western Asset Management July 2006 - December 2007
Western Asset Management June 2005 - July 2006
Wilshire Associates June 2004 - May 2005
UBS January 2004 - March 2004
Education
UCLA Extension 2008 — 2010
Accounting Certificate, Accounting
University of California, Riverside 1998 — 2004
Bachelor of Science (B.S.), Business Administration
Western Asset Management June 2005 - Present
Western Asset Management July 2006 - December 2007
Western Asset Management June 2005 - July 2006
Wilshire Associates June 2004 - May 2005
UBS January 2004 - March 2004
Education
UCLA Extension 2008 — 2010
Accounting Certificate, Accounting
University of California, Riverside 1998 — 2004
Bachelor of Science (B.S.), Business Administration
Gloria (Cobble) Martin's Western Asset Management Experience 1984 - 1994
Job Human Resources Manager
Industry Real Estate
Experience
Entrada Management Services March 2013 - Present
EVOQ Properties July 2011 - Present
Barker Pacific Group July 2007 - February 2012
Tradewinds/NWQ/Nuveen 2006 - 2007
Western Asset Management 1984 - 1994
Skills
Negotiation, Employee Relations, Customer Relations, Talent Management, Due Diligence, Performance Management, Mergers, Compensation, HR Policies, Mergers & Acquisitions, Recruiting, Strategic Planning, Real Estate, Applicant Tracking..., Human Resources
Education
UCLA 1992 — 1994
Designation in Human Resources, Human Resources Management and Services
Wharton Business School 1980 — 1984
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Entrada Management Services March 2013 - Present
EVOQ Properties July 2011 - Present
Barker Pacific Group July 2007 - February 2012
Tradewinds/NWQ/Nuveen 2006 - 2007
Western Asset Management 1984 - 1994
Skills
Negotiation, Employee Relations, Customer Relations, Talent Management, Due Diligence, Performance Management, Mergers, Compensation, HR Policies, Mergers & Acquisitions, Recruiting, Strategic Planning, Real Estate, Applicant Tracking..., Human Resources
Education
UCLA 1992 — 1994
Designation in Human Resources, Human Resources Management and Services
Wharton Business School 1980 — 1984
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Mohammad Nourai's Western Asset Management Experience September 2005 - March 2006
Job QA/BSA Analyst: Actively seeking new opportunities.
Industry Financial Services
Experience
Wells Fargo Wealth Management January 2015 - August 2015
State Street Global Markets, Boston, MA December 2013 - March 2014
Eagle Investment Systems LLC, Wellesley, MA. August 2011 - March 2013
State Street Global Investment January 2011 - August 2011
SSgA Global Investment Operations, Boston, MA January 2008 - January 2011
Federal Home Loan Bank May 2006 - January 2008
Pioneer Investments March 2006 - May 2006
Western Asset Management September 2005 - March 2006
Deutshe Bank Asset Management March 2005 - September 2005
Grantham, Mayo, Van Otterloo & Co. December 2004 - March 2005
Skills
Account Reconciliation, Asset Managment, Portfolio Management, Investments, Securities, Financial Services, Financial Analysis, Trading, Financial Modeling, Valuation, Risk Management, Bonds, Options, Strategy, Finance, Banking, Financial Risk, Accounting, SDLC, Mergers & Acquisitions, Back Office, Analysis, Middle Office, Asset Management, Fixed Income, Equities, Bloomberg, Derivatives, Mutual Funds, Investment Management
Education
University of Massachusetts Boston
B.S, Business Management; Accounting/Finance
Wells Fargo Wealth Management January 2015 - August 2015
State Street Global Markets, Boston, MA December 2013 - March 2014
Eagle Investment Systems LLC, Wellesley, MA. August 2011 - March 2013
State Street Global Investment January 2011 - August 2011
SSgA Global Investment Operations, Boston, MA January 2008 - January 2011
Federal Home Loan Bank May 2006 - January 2008
Pioneer Investments March 2006 - May 2006
Western Asset Management September 2005 - March 2006
Deutshe Bank Asset Management March 2005 - September 2005
Grantham, Mayo, Van Otterloo & Co. December 2004 - March 2005
Skills
Account Reconciliation, Asset Managment, Portfolio Management, Investments, Securities, Financial Services, Financial Analysis, Trading, Financial Modeling, Valuation, Risk Management, Bonds, Options, Strategy, Finance, Banking, Financial Risk, Accounting, SDLC, Mergers & Acquisitions, Back Office, Analysis, Middle Office, Asset Management, Fixed Income, Equities, Bloomberg, Derivatives, Mutual Funds, Investment Management
Education
University of Massachusetts Boston
B.S, Business Management; Accounting/Finance
Damien Bajnath's Western Asset Management Experience July 2007 - Present
Job Trade Specialist at Western Asset Management
Industry Investment Banking
Experience
Western Asset Management July 2007 - Present
Skills
Bloomberg, Equities
Education
University of Michigan 1996 — 2001
Bachelor of Arts (B.A.), Economics
Western Asset Management July 2007 - Present
Skills
Bloomberg, Equities
Education
University of Michigan 1996 — 2001
Bachelor of Arts (B.A.), Economics
Cary Sherman's Western Asset Management Experience March 2008 - Present
Job Client Service & Marketing Associate at Western Asset Management
Industry Investment Management
Experience
Western Asset Management March 2008 - Present
Thomson Financial September 2004 - February 2008
Skills
Series 7, Series 63
Education
University of Denver
BSBA, Marketing
New Canaan High School
Western Asset Management March 2008 - Present
Thomson Financial September 2004 - February 2008
Skills
Series 7, Series 63
Education
University of Denver
BSBA, Marketing
New Canaan High School
Daniel Krup, CFA's Western Asset Management Experience November 2009 - November 2012
Job ABS/Special Situations at 400 Capital
Industry Investment Management
Experience
400 Capital November 2012 - Present
Western Asset Management November 2009 - November 2012
Lehman Brothers 2008 - 2009
Lehman Brothers 2003 - 2008
Skills
Trading, Portfolio Management, Structured Products, Structured Finance, Commodity, ABS, Fixed Income, Hedge Funds, Bloomberg, Capital Markets, Derivatives, Alternative Investments
Education
University of Pennsylvania 1999 — 2003
BS, Economics
400 Capital November 2012 - Present
Western Asset Management November 2009 - November 2012
Lehman Brothers 2008 - 2009
Lehman Brothers 2003 - 2008
Skills
Trading, Portfolio Management, Structured Products, Structured Finance, Commodity, ABS, Fixed Income, Hedge Funds, Bloomberg, Capital Markets, Derivatives, Alternative Investments
Education
University of Pennsylvania 1999 — 2003
BS, Economics
Jason Nicholls, CFA's Western Asset Management Experience 2003 - 2004
Job Senior Vice President, Product at InvestCloud
Industry Financial Services
Experience
InvestCloud 2014 - Present
Westlake Financial Services 2013 - 2014
Trust Company of the West 2004 - 2012
Western Asset Management 2003 - 2004
Credit Suisse First Boston 1998 - 2003
Nomad Software 1996 - 1998
Unisys 1994 - 1996
Skills
CFA, Budgeting, Project Management, Risk Management, Performance Attribution, Financial Analysis, Team Leadership, Derivatives, Equity Research, Equities, Fixed Income, Emerging Markets, Portfolio Management, Trading, Asset Management, Business Intelligence, SQL, Due Diligence, Financial Modeling, Capital Markets, Analytics, Investments, Asset Managment, Financial Risk, Finance, Corporate Finance, Business Analysis, Private Equity, Budgets, Mergers & Acquisitions, Mutual Funds, Investment Management, Analysis, Securities, Asset Allocation
Education
University of Southern California - Marshall School of Business 2011 — 2013
Executive MBA
University of Leeds 1990 — 1994
Masters, Civil Engineering
InvestCloud 2014 - Present
Westlake Financial Services 2013 - 2014
Trust Company of the West 2004 - 2012
Western Asset Management 2003 - 2004
Credit Suisse First Boston 1998 - 2003
Nomad Software 1996 - 1998
Unisys 1994 - 1996
Skills
CFA, Budgeting, Project Management, Risk Management, Performance Attribution, Financial Analysis, Team Leadership, Derivatives, Equity Research, Equities, Fixed Income, Emerging Markets, Portfolio Management, Trading, Asset Management, Business Intelligence, SQL, Due Diligence, Financial Modeling, Capital Markets, Analytics, Investments, Asset Managment, Financial Risk, Finance, Corporate Finance, Business Analysis, Private Equity, Budgets, Mergers & Acquisitions, Mutual Funds, Investment Management, Analysis, Securities, Asset Allocation
Education
University of Southern California - Marshall School of Business 2011 — 2013
Executive MBA
University of Leeds 1990 — 1994
Masters, Civil Engineering
An Thien Vu's Western Asset Management Experience December 2005 - December 2008
Job Sales Assistant at Deutsche Asset Management
Industry Financial Services
Experience
Deutsche Bank December 2008 - Present
Western Asset Management December 2005 - December 2008
State Street IMS October 2002 - December 2005
Education
University of California, Irvine 1997 — 2002
BA, ECONOMICS, DIGITAL ARTS
Deutsche Bank December 2008 - Present
Western Asset Management December 2005 - December 2008
State Street IMS October 2002 - December 2005
Education
University of California, Irvine 1997 — 2002
BA, ECONOMICS, DIGITAL ARTS
Kelvin Huang's Western Asset Management Experience April 1999 - March 2003
Job Fixed Income Trader/ Investment Analyst at Macquarie Fund Group
Industry Financial Services
Experience
Macquarie Fund Group March 2003 - Present
Western Asset Management April 1999 - March 2003
Trust Company of the West January 1997 - April 1999
Skills
Equities, Bonds, Hedge Funds, Bloomberg, Fixed Income, Portfolio Management, Securities, Capital Markets, Alternative Investments, Trading, Financial Modeling, Asset Management, Mutual Funds, Valuation, Financial Analysis, Investments
Education
University of California, Los Angeles
BA, Business Economics
Macquarie Fund Group March 2003 - Present
Western Asset Management April 1999 - March 2003
Trust Company of the West January 1997 - April 1999
Skills
Equities, Bonds, Hedge Funds, Bloomberg, Fixed Income, Portfolio Management, Securities, Capital Markets, Alternative Investments, Trading, Financial Modeling, Asset Management, Mutual Funds, Valuation, Financial Analysis, Investments
Education
University of California, Los Angeles
BA, Business Economics
Amy Lieu's Western Asset Management Experience October 2007 - March 2015
Job AVP at Trust Company of the West (TCW)
Industry Financial Services
Experience
Trust Company of the West (TCW) April 2015 - Present
Western Asset Management October 2007 - March 2015
Western Asset Management June 2006 - October 2007
Wealth Preservation LLC June 2005 - June 2006
Skills
Fixed Income, Customer Relations, Mutual Funds, Data Analysis, Accounting, Equities, Bloomberg, ETFs, Marketing, Alternative Investments, Asset Management, Securities, Investment Management
Education
University of California, San Diego 2001 — 2005
Bachelor of Arts (BA), Economics
Trust Company of the West (TCW) April 2015 - Present
Western Asset Management October 2007 - March 2015
Western Asset Management June 2006 - October 2007
Wealth Preservation LLC June 2005 - June 2006
Skills
Fixed Income, Customer Relations, Mutual Funds, Data Analysis, Accounting, Equities, Bloomberg, ETFs, Marketing, Alternative Investments, Asset Management, Securities, Investment Management
Education
University of California, San Diego 2001 — 2005
Bachelor of Arts (BA), Economics
Kathryn Montgomery's Western Asset Management Experience March 2014 - Present
Job Research Analyst at Western Asset Management
Industry Financial Services
Experience
Western Asset Management March 2014 - Present
TD Asset Management USA August 2013 - Present
Western Asset Management July 2011 - August 2013
Horizon Cash Management February 2009 - July 2011
Horizon Cash Management October 2007 - February 2009
Mader & Shannon Wealth Management January 2007 - October 2007
Skills
Credit Research &..., Bloomberg, Capital IQ, Microsoft Excel
Education
University of Missouri-Kansas City
Master of Business Administration (M.B.A.), Emphasis in Finance
University of Missouri-Kansas City
Bachelor of Business Administration (B.B.A.)
Western Asset Management March 2014 - Present
TD Asset Management USA August 2013 - Present
Western Asset Management July 2011 - August 2013
Horizon Cash Management February 2009 - July 2011
Horizon Cash Management October 2007 - February 2009
Mader & Shannon Wealth Management January 2007 - October 2007
Skills
Credit Research &..., Bloomberg, Capital IQ, Microsoft Excel
Education
University of Missouri-Kansas City
Master of Business Administration (M.B.A.), Emphasis in Finance
University of Missouri-Kansas City
Bachelor of Business Administration (B.B.A.)
Sandy Goodman's Western Asset Management Experience April 1995 - August 2014
Job Philanthropreneur
Industry Philanthropy
Experience
The Movember Foundation January 2015 - Present
thrdPlace December 2014 - Present
ONEHOPE Wine August 2014 - Present
Western Asset Management April 1995 - August 2014
Bank of America Capital Management 1989 - 1995
Manufacturers Hanover Securities Corp 1987 - 1988
Morgan Stanley & Co 1985 - 1987
Skills
Philanthropy, Venture Philanthropy, Social Entrepreneurship, Fixed Income, Asset Management, Marketing, Portfolio Management, Mutual Funds, Closed-end Funds, Investments, Capital Markets, Investment Strategies, Asset Managment, Asset Allocation, Bonds, Investment Management, Strategy
Education
NOLS - National Outdoor Leadership School 2015 — 2015
WMI Wilderness First Aid Certification
University of Colorado at Boulder 1981 — 1985
Bachelor's Degree, Psychology
Semester at Sea 1983 — 1984
The Hotchkiss School 1979 — 1981
High School
The Movember Foundation January 2015 - Present
thrdPlace December 2014 - Present
ONEHOPE Wine August 2014 - Present
Western Asset Management April 1995 - August 2014
Bank of America Capital Management 1989 - 1995
Manufacturers Hanover Securities Corp 1987 - 1988
Morgan Stanley & Co 1985 - 1987
Skills
Philanthropy, Venture Philanthropy, Social Entrepreneurship, Fixed Income, Asset Management, Marketing, Portfolio Management, Mutual Funds, Closed-end Funds, Investments, Capital Markets, Investment Strategies, Asset Managment, Asset Allocation, Bonds, Investment Management, Strategy
Education
NOLS - National Outdoor Leadership School 2015 — 2015
WMI Wilderness First Aid Certification
University of Colorado at Boulder 1981 — 1985
Bachelor's Degree, Psychology
Semester at Sea 1983 — 1984
The Hotchkiss School 1979 — 1981
High School
Richard Yang, CIPM's Western Asset Management Experience January 2005 - October 2007
Job Principal and CoFounder at Total Performance Solutions LLC
Industry Financial Services
Experience
Total Performance Solutions LLC January 2014 - Present
Ares Management October 2007 - June 2013
Western Asset Management January 2005 - October 2007
Skills
Performance Measurement, Performance Attribution, GIPS, Alternative Investments, Eagle PACE, Private Debt, Fixed Income, Hedge Funds, Asset Managment, Bonds, Leveraged Finance, GIPS Compliance, CIPM
Education
University of California, Los Angeles 2001 — 2003
BS, Business Economics
Total Performance Solutions LLC January 2014 - Present
Ares Management October 2007 - June 2013
Western Asset Management January 2005 - October 2007
Skills
Performance Measurement, Performance Attribution, GIPS, Alternative Investments, Eagle PACE, Private Debt, Fixed Income, Hedge Funds, Asset Managment, Bonds, Leveraged Finance, GIPS Compliance, CIPM
Education
University of California, Los Angeles 2001 — 2003
BS, Business Economics
Elizabeth Lamas's Western Asset Management Experience July 2010 - January 2012
Job Executive Assistant at GHP Management
Industry Real Estate
Experience
GHP Management January 2015 - Present
Korn Ferry July 2013 - November 2014
Grass Valley January 2012 - July 2013
Western Asset Management July 2010 - January 2012
SABEResPODER March 2009 - July 2010
Torti Gallas and Partners May 2008 - January 2009
Ediad Productions 2004 - 2007
UC Santa Cruz Psychology Department Field Study Program 2002 - 2003
Skills
Microsoft Office, Time Management, Promotions, Inventory Management, Newsletters, Outlook, Executive Support, Administrative Work, Office Management, Invoice Processing, Progress Billing, Customer Service, Account Management, Database Administration, Document Preparation, Legal Research, Due Diligence, Travel Arrangements, Meeting Scheduling, Project Support, Event Planning, Administration, Marketing, Analysis, PowerPoint, Microsoft Excel, Program Management
Education
University of California, Riverside 2003 — 2008
B.A., Psychology
GHP Management January 2015 - Present
Korn Ferry July 2013 - November 2014
Grass Valley January 2012 - July 2013
Western Asset Management July 2010 - January 2012
SABEResPODER March 2009 - July 2010
Torti Gallas and Partners May 2008 - January 2009
Ediad Productions 2004 - 2007
UC Santa Cruz Psychology Department Field Study Program 2002 - 2003
Skills
Microsoft Office, Time Management, Promotions, Inventory Management, Newsletters, Outlook, Executive Support, Administrative Work, Office Management, Invoice Processing, Progress Billing, Customer Service, Account Management, Database Administration, Document Preparation, Legal Research, Due Diligence, Travel Arrangements, Meeting Scheduling, Project Support, Event Planning, Administration, Marketing, Analysis, PowerPoint, Microsoft Excel, Program Management
Education
University of California, Riverside 2003 — 2008
B.A., Psychology
Travis Carr, CFA's Western Asset Management Experience December 2000 - Present
Job Product Specialist at Western Asset Management
Industry Investment Management
Experience
Western Asset Management December 2000 - Present
PIMCO 1997 - 2000
Education
University of California, Los Angeles 1987 — 1992
BA, Economics
Western Asset Management December 2000 - Present
PIMCO 1997 - 2000
Education
University of California, Los Angeles 1987 — 1992
BA, Economics
eugene kirkwood's Western Asset Management Experience December 2005 - Present
Job Portfolio Manager at Western Asset Management
Industry Investment Management
Experience
Western Asset Management December 2005 - Present
Education
University of Scranton 1982 — 1986
B.S., Economics and Finance
Western Asset Management December 2005 - Present
Education
University of Scranton 1982 — 1986
B.S., Economics and Finance
Dannette Cruz Alvelo's Western Asset Management Experience 2005 - 2007
Job Owner at IYA
Industry Education Management
Experience
IYA April 2002 - Present
Western Asset Management 2005 - 2007
Education
UOP
University of Phoenix
IYA April 2002 - Present
Western Asset Management 2005 - 2007
Education
UOP
University of Phoenix
Bryan Stetler's Western Asset Management Experience July 2007 - Present
Job Porfolio Compliance Manager at Western Asset Management
Industry Investment Management
Experience
Western Asset Management July 2007 - Present
PIMCO July 1997 - July 2007
PIMCO July 1996 - July 2007
Skills
Fixed Income, Asset Management, Compliance, Personal Loans, Regulatory Affairs, Loan Origination, Loan Documentation, Managerial Experience, Derivatives, Asset Managment, Loans, Management, Financial Markets, Securities, Bloomberg, Trading, Bonds, Emerging Markets
Education
UC Irvine 2003 — 2006
Master of Business Administration (MBA)
University of California, Irvine - The Paul Merage School of Business 2003 — 2006
MBA, Finance and Financial Management Services
Western Asset Management July 2007 - Present
PIMCO July 1997 - July 2007
PIMCO July 1996 - July 2007
Skills
Fixed Income, Asset Management, Compliance, Personal Loans, Regulatory Affairs, Loan Origination, Loan Documentation, Managerial Experience, Derivatives, Asset Managment, Loans, Management, Financial Markets, Securities, Bloomberg, Trading, Bonds, Emerging Markets
Education
UC Irvine 2003 — 2006
Master of Business Administration (MBA)
University of California, Irvine - The Paul Merage School of Business 2003 — 2006
MBA, Finance and Financial Management Services
Lee Gil's Western Asset Management Experience January 2003 - Present
Job Senior Accountant at Western Asset Management
Industry Investment Management
Experience
Western Asset Management January 2003 - Present
Education
UCSB
Western Asset Management January 2003 - Present
Education
UCSB
Conor Pastore's Western Asset Management Experience March 2014 - Present
Job Client Service Associate at Western Asset Management
Industry Financial Services
Experience
Western Asset Management March 2014 - Present
Western Asset Management September 2011 - March 2014
Skills
Financial Analysis, Financial Modeling, Bloomberg, Investments, Portfolio Management, Customer Service
Education
University of San Diego 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Western Asset Management March 2014 - Present
Western Asset Management September 2011 - March 2014
Skills
Financial Analysis, Financial Modeling, Bloomberg, Investments, Portfolio Management, Customer Service
Education
University of San Diego 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Christine Heidelberg's Western Asset Management Experience June 2010 - August 2010
Job Financial Analyst at Argo Group
Industry Financial Services
Experience
Lincoln Financial Group June 2013 - April 2015
Lincoln Financial Group August 2012 - June 2013
Lincoln Financial Group August 2011 - August 2012
Western Asset Management June 2010 - August 2010
Wokai May 2009 - June 2009
Skills
Derivatives, Financial Analysis, Data Analysis, Financial Modeling, Investments
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS and BA, Economics and International Studies
Lincoln Financial Group June 2013 - April 2015
Lincoln Financial Group August 2012 - June 2013
Lincoln Financial Group August 2011 - August 2012
Western Asset Management June 2010 - August 2010
Wokai May 2009 - June 2009
Skills
Derivatives, Financial Analysis, Data Analysis, Financial Modeling, Investments
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS and BA, Economics and International Studies
Mark Crawford's Western Asset Management Experience June 2012 - August 2012
Job Tax Associate at Andersen Tax
Industry Legal Services
Experience
Andersen Tax January 2014 - Present
PwC August 2013 - October 2013
Financial Industry Regulatory Authority January 2013 - April 2013
Western Asset Management June 2012 - August 2012
Western Asset Management June 2009 - August 2009
Western Asset Management June 2008 - August 2008
Skills
Financial Analysis, Investments, Tax, Public Speaking, Mutual Funds, Private Equity, Asset Management, Bloomberg, Portfolio Management, Securities, Legal Writing, Legal Research, Financial Services
Education
Whittier Law School 2010 — 2013
JD, Business Law
University of California, Irvine 2006 — 2010
Bachelor of Arts (B.A.)
Loyola High School 2002 — 2006
UC Irvine
Andersen Tax January 2014 - Present
PwC August 2013 - October 2013
Financial Industry Regulatory Authority January 2013 - April 2013
Western Asset Management June 2012 - August 2012
Western Asset Management June 2009 - August 2009
Western Asset Management June 2008 - August 2008
Skills
Financial Analysis, Investments, Tax, Public Speaking, Mutual Funds, Private Equity, Asset Management, Bloomberg, Portfolio Management, Securities, Legal Writing, Legal Research, Financial Services
Education
Whittier Law School 2010 — 2013
JD, Business Law
University of California, Irvine 2006 — 2010
Bachelor of Arts (B.A.)
Loyola High School 2002 — 2006
UC Irvine
Michael Borowske's Western Asset Management Experience October 2015 - Present
Job High Yield Research Analyst at Western Asset Management
Industry Investment Management
Experience
Western Asset Management October 2015 - Present
J.P. Morgan Asset Management June 2012 - October 2015
Logan Circle Partners (Fortress Investment Group) November 2007 - May 2012
Delaware Investments May 2006 - October 2007
Education
University of Notre Dame 2005 — 2006
M.B.A.
Xavier University 1997 — 2001
B.S.B.A
St. Ignatius High School 1993 — 1997
Diploma
Western Asset Management October 2015 - Present
J.P. Morgan Asset Management June 2012 - October 2015
Logan Circle Partners (Fortress Investment Group) November 2007 - May 2012
Delaware Investments May 2006 - October 2007
Education
University of Notre Dame 2005 — 2006
M.B.A.
Xavier University 1997 — 2001
B.S.B.A
St. Ignatius High School 1993 — 1997
Diploma
Paul Su's Western Asset Management Experience 2005 - 2007
Job Financial Analyst at FHLBSF
Industry Banking
Experience
Federal Home Loan Bank of San Francisco March 2009 - Present
Redwood Trust 2007 - 2008
Western Asset Management 2005 - 2007
TCW Group 2005 - 2005
Skills
Fixed Income, Finance, Financial Modeling, Credit Risk, Bloomberg, Valuation, Portfolio Management
Education
University of California, Riverside 2000 — 2005
BA, Economics
Federal Home Loan Bank of San Francisco March 2009 - Present
Redwood Trust 2007 - 2008
Western Asset Management 2005 - 2007
TCW Group 2005 - 2005
Skills
Fixed Income, Finance, Financial Modeling, Credit Risk, Bloomberg, Valuation, Portfolio Management
Education
University of California, Riverside 2000 — 2005
BA, Economics
Powell Thurston's Western Asset Management Experience May 2013 - Present
Job Head of Advisory at Western Asset Management
Industry Investment Management
Experience
Western Asset Management May 2013 - Present
Western Asset Management July 2010 - May 2013
PIMCO June 2008 - June 2010
PIMCO July 1999 - May 2008
Glassman Oliver Economic Consultants 1995 - 1997
Vanguard 1992 - 1995
Skills
Portfolio Management, Fixed Income, Asset Managment, Alternative Investments, Investments, Asset Allocation, Capital Markets, Investment Management, Derivatives, Mutual Funds, Emerging Markets, Valuation, Financial Modeling, Series 7, Securities, Financial Markets, Risk Management, Financial Services, Structured Finance, Asset Management, Structured Products, Bloomberg
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of California, Irvine 1986 — 1990
BA, Economics
Western Asset Management May 2013 - Present
Western Asset Management July 2010 - May 2013
PIMCO June 2008 - June 2010
PIMCO July 1999 - May 2008
Glassman Oliver Economic Consultants 1995 - 1997
Vanguard 1992 - 1995
Skills
Portfolio Management, Fixed Income, Asset Managment, Alternative Investments, Investments, Asset Allocation, Capital Markets, Investment Management, Derivatives, Mutual Funds, Emerging Markets, Valuation, Financial Modeling, Series 7, Securities, Financial Markets, Risk Management, Financial Services, Structured Finance, Asset Management, Structured Products, Bloomberg
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of California, Irvine 1986 — 1990
BA, Economics
Matt Hodgen's Western Asset Management Experience February 2013 - November 2014
Job KPMG, Senior Tax Manager
Industry Financial Services
Experience
KPMG October 2011 - Present
Western Asset Management February 2013 - November 2014
PricewaterhouseCoopers September 2005 - September 2011
Skills
Accounting, Financial Reporting, Hedge Funds, Auditing, Private Equity, Tax, Financial Analysis, Management, Financial Services, Fixed Income, Derivatives
Education
University of California, Santa Barbara 2001 — 2005
BA, Economics, Accounting, Sports Management
KPMG October 2011 - Present
Western Asset Management February 2013 - November 2014
PricewaterhouseCoopers September 2005 - September 2011
Skills
Accounting, Financial Reporting, Hedge Funds, Auditing, Private Equity, Tax, Financial Analysis, Management, Financial Services, Fixed Income, Derivatives
Education
University of California, Santa Barbara 2001 — 2005
BA, Economics, Accounting, Sports Management
Clark Miller's Western Asset Management Experience June 2007 - August 2007
Job Assistant Vice President
Industry Banking
Experience
Union Bank June 2008 - Present
Western Asset Management June 2007 - August 2007
Trust Company of the West May 2006 - August 2006
Skills
Credit, Financial Modeling, Credit Analysis, Financial Analysis, Credit Risk, Portfolio Management, Customer Service, Banking, Corporate Finance, Valuation, Financial Structuring, Investment Banking, Capital Markets, Structured Finance
Education
University of Southern California 2005 — 2008
B.S., Business Administration
Union Bank June 2008 - Present
Western Asset Management June 2007 - August 2007
Trust Company of the West May 2006 - August 2006
Skills
Credit, Financial Modeling, Credit Analysis, Financial Analysis, Credit Risk, Portfolio Management, Customer Service, Banking, Corporate Finance, Valuation, Financial Structuring, Investment Banking, Capital Markets, Structured Finance
Education
University of Southern California 2005 — 2008
B.S., Business Administration
Christina Choi's Western Asset Management Experience January 2010 - December 2011
Job Client Service Specialist at Capital Group
Industry Investment Management
Experience
Capital Group January 2012 - Present
Plum Blossom Events August 2011 - Present
Western Asset Management January 2010 - December 2011
Western Asset Management November 2007 - January 2010
Ryland Homes September 2006 - October 2007
simplehuman February 2005 - August 2005
Skills
Financial Analysis, Asset Managment, Relationship Management, Analysis, Vendor Management, Asset Management, Fixed Income, Investments, Portfolio Management, Mutual Funds, Equities, Financial Modeling, Management, Asset Allocation
Education
University of Southern California 2002 — 2006
B.S., Business Administration
Chadwick School 1989 — 2002
Capital Group January 2012 - Present
Plum Blossom Events August 2011 - Present
Western Asset Management January 2010 - December 2011
Western Asset Management November 2007 - January 2010
Ryland Homes September 2006 - October 2007
simplehuman February 2005 - August 2005
Skills
Financial Analysis, Asset Managment, Relationship Management, Analysis, Vendor Management, Asset Management, Fixed Income, Investments, Portfolio Management, Mutual Funds, Equities, Financial Modeling, Management, Asset Allocation
Education
University of Southern California 2002 — 2006
B.S., Business Administration
Chadwick School 1989 — 2002
Sachin Patwardhan's Western Asset Management Experience August 2014 - Present
Job Technical Lead with an organisation of high repute in IT industry
Industry Financial Services
Experience
Western Asset Management August 2014 - Present
Royal Bank of Scotland August 2013 - August 2014
Nomura Securities April 2010 - June 2012
Citigroup January 2009 - April 2010
New York City April 2007 - June 2008
Skills
Autosys, Sybase, Market Data, FpML, SDLC, NDM, Low Latency, Electronic Trading, RMDS, DB2, Core Java, Multi..., XML, JMS, Java Enterprise Edition, Java
Education
University of Mumbai 1991 — 1995
Bachelor of Commerce (BCom), Economics
Western Asset Management August 2014 - Present
Royal Bank of Scotland August 2013 - August 2014
Nomura Securities April 2010 - June 2012
Citigroup January 2009 - April 2010
New York City April 2007 - June 2008
Skills
Autosys, Sybase, Market Data, FpML, SDLC, NDM, Low Latency, Electronic Trading, RMDS, DB2, Core Java, Multi..., XML, JMS, Java Enterprise Edition, Java
Education
University of Mumbai 1991 — 1995
Bachelor of Commerce (BCom), Economics
Kyle Chon's Western Asset Management Experience October 2011 - Present
Job Portfolio Administrator at Western Asset Management
Industry Financial Services
Experience
Western Asset Management October 2011 - Present
Western Asset Management July 2011 - October 2011
Southern California Edison November 2010 - February 2011
Psi Chi Omega September 2007 - June 2010
Merrill Lynch June 2009 - August 2009
Skills
Investments, Equities, Finance, Analysis, Portfolio Management, Microsoft Excel, Account Reconciliation, Corporate Finance, Mutual Funds, Management, Bloomberg, Fixed Income, Accounting, Forecasting
Education
University of California, Los Angeles 2012 — 2014
Accounting Certificate, Accounting
University of California, San Diego 2006 — 2010
BS, Management Science
Western Asset Management October 2011 - Present
Western Asset Management July 2011 - October 2011
Southern California Edison November 2010 - February 2011
Psi Chi Omega September 2007 - June 2010
Merrill Lynch June 2009 - August 2009
Skills
Investments, Equities, Finance, Analysis, Portfolio Management, Microsoft Excel, Account Reconciliation, Corporate Finance, Mutual Funds, Management, Bloomberg, Fixed Income, Accounting, Forecasting
Education
University of California, Los Angeles 2012 — 2014
Accounting Certificate, Accounting
University of California, San Diego 2006 — 2010
BS, Management Science
Grigor Papazyan's Western Asset Management Experience February 2014 - Present
Job Derivatives Settlement Specialist at Western Asset Management
Industry Accounting
Experience
Western Asset Management February 2014 - Present
A1 Solar Power, Inc. February 2013 - February 2014
Salon de Jeunesse January 2008 - January 2014
Delta Sigma Pi November 2011 - June 2012
Skills
Accounting, Strategic Planning, Microsoft Word, Business Strategy, PowerPoint, Outlook, Budgets, Microsoft Excel, Data Entry, Customer Service, Access, Time Management, Facebook, Microsoft Office, Teamwork, Analysis, Finance, Fundraising, Sales, Management
Education
University of California, Riverside 2008 — 2012
Bachelor's degree, Business Admin. with emphasis in Finance
Western Asset Management February 2014 - Present
A1 Solar Power, Inc. February 2013 - February 2014
Salon de Jeunesse January 2008 - January 2014
Delta Sigma Pi November 2011 - June 2012
Skills
Accounting, Strategic Planning, Microsoft Word, Business Strategy, PowerPoint, Outlook, Budgets, Microsoft Excel, Data Entry, Customer Service, Access, Time Management, Facebook, Microsoft Office, Teamwork, Analysis, Finance, Fundraising, Sales, Management
Education
University of California, Riverside 2008 — 2012
Bachelor's degree, Business Admin. with emphasis in Finance
Yeason Fang's Western Asset Management Experience November 2010 - Present
Job Fund Administrator at Western Asset Management
Industry Investment Management
Experience
Western Asset Management November 2010 - Present
Skills
MS Office Suite, Excel, Time Management, Accounting, Bloomberg, Outlook, PowerPoint, Fixed Income, Microsoft Word, Equities, Investments, Research, Teamwork, Bonds, Securities, Valuation, Microsoft Excel
Education
University of California, San Diego 2006 — 2010
Bachelors of Science, Management Science, Business
Western Asset Management November 2010 - Present
Skills
MS Office Suite, Excel, Time Management, Accounting, Bloomberg, Outlook, PowerPoint, Fixed Income, Microsoft Word, Equities, Investments, Research, Teamwork, Bonds, Securities, Valuation, Microsoft Excel
Education
University of California, San Diego 2006 — 2010
Bachelors of Science, Management Science, Business
James Scilacci's Western Asset Management Experience June 2009 - August 2009
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
RBC Capital Markets July 2012 - May 2014
Credit Suisse July 2010 - July 2012
Western Asset Management June 2009 - August 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Mergers, Renewable Energy, Leveraged Finance, Utilities, Power, Investments, Mergers & Acquisitions, Project Finance, Equities, Investment Banking, Analysis, Capital Markets, Bloomberg, Finance
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, Economics
Morgan Stanley June 2014 - Present
RBC Capital Markets July 2012 - May 2014
Credit Suisse July 2010 - July 2012
Western Asset Management June 2009 - August 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Mergers, Renewable Energy, Leveraged Finance, Utilities, Power, Investments, Mergers & Acquisitions, Project Finance, Equities, Investment Banking, Analysis, Capital Markets, Bloomberg, Finance
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, Economics
Julius Charoensook's Western Asset Management Experience September 2007 - May 2013
Job Founder & Managing Director at Eat Happy Co. Ltd.
Industry Investment Management
Experience
Eat Happy Co. Ltd. November 2014 - Present
Post Advisory Group July 2013 - April 2014
Western Asset Management September 2007 - May 2013
Western Asset Management January 2006 - August 2007
Bank of New York Mellon June 2004 - December 2005
Bangkok Bank PCL June 2003 - September 2003
Skills
Fixed Income, Investments, Equities, Hedge Funds, Bloomberg, Investment Management, Alternative Investments, Portfolio Management, ETFs, Fund Of Funds, Asset Managment, Derivatives, Asset Allocation, Fixed Income Strategies, Fixed Income Analysis, Quantitative Analytics, Financial Modeling, Mutual Funds, Investment Strategies, Bonds, Securities, Valuation, Options, Investment Banking, Financial Analysis, Capital Markets, Finance, Trading, Financial Markets, Emerging Markets
Education
University of California, Riverside 2002 — 2004
B.S., Business Administration, Empahsis in Finance
Eat Happy Co. Ltd. November 2014 - Present
Post Advisory Group July 2013 - April 2014
Western Asset Management September 2007 - May 2013
Western Asset Management January 2006 - August 2007
Bank of New York Mellon June 2004 - December 2005
Bangkok Bank PCL June 2003 - September 2003
Skills
Fixed Income, Investments, Equities, Hedge Funds, Bloomberg, Investment Management, Alternative Investments, Portfolio Management, ETFs, Fund Of Funds, Asset Managment, Derivatives, Asset Allocation, Fixed Income Strategies, Fixed Income Analysis, Quantitative Analytics, Financial Modeling, Mutual Funds, Investment Strategies, Bonds, Securities, Valuation, Options, Investment Banking, Financial Analysis, Capital Markets, Finance, Trading, Financial Markets, Emerging Markets
Education
University of California, Riverside 2002 — 2004
B.S., Business Administration, Empahsis in Finance
Candy Lam's Western Asset Management Experience July 1995 - Present
Job Supervisor at Western Asset Management
Industry Investment Management
Experience
Western Asset Management July 1995 - Present
Education
University of Southern California
Western Asset Management July 1995 - Present
Education
University of Southern California
Adrienne Hafner's Western Asset Management Experience July 2011 - September 2011
Job Marketing Manager at Griffin Capital Corporation
Industry Financial Services
Experience
Griffin Capital Corporation September 2014 - Present
First Allied Securities April 2013 - September 2014
First Allied Securities October 2011 - March 2013
Western Asset Management July 2011 - September 2011
Skadden Arps July 2008 - February 2011
First Republic Securities Co., LLC September 2005 - May 2008
Skills
Recruiting, Legal Research, Employee Benefits, Mutual Funds, Event Planning, Onboarding, Fundraising
Education
NYU-SCPS 2009 — 2010
Certificate in Human Capital Management
University of California, Santa Barbara 2001 — 2005
BA, Global & International Studies
Griffin Capital Corporation September 2014 - Present
First Allied Securities April 2013 - September 2014
First Allied Securities October 2011 - March 2013
Western Asset Management July 2011 - September 2011
Skadden Arps July 2008 - February 2011
First Republic Securities Co., LLC September 2005 - May 2008
Skills
Recruiting, Legal Research, Employee Benefits, Mutual Funds, Event Planning, Onboarding, Fundraising
Education
NYU-SCPS 2009 — 2010
Certificate in Human Capital Management
University of California, Santa Barbara 2001 — 2005
BA, Global & International Studies
Angela Lin's Western Asset Management Experience April 2002 - December 2007
Job Senior Analyst Compliance at Hotchkis & Wiley Capital Management
Industry Financial Services
Experience
Hotchkis & Wiley Capital Management October 2011 - Present
Nuveen Investments December 2007 - November 2011
Western Asset Management April 2002 - December 2007
Oaktree Capital Management November 2001 - April 2002
Pacific Investment Management Comany November 1997 - November 2001
Education
University of California, Irvine 1992 — 1997
Bachelor of Arts, Economics
Hotchkis & Wiley Capital Management October 2011 - Present
Nuveen Investments December 2007 - November 2011
Western Asset Management April 2002 - December 2007
Oaktree Capital Management November 2001 - April 2002
Pacific Investment Management Comany November 1997 - November 2001
Education
University of California, Irvine 1992 — 1997
Bachelor of Arts, Economics
Suzanne Fitz-Gonzalez's Western Asset Management Experience October 2005 - Present
Job IT at Western Asset Management
Industry Investment Management
Experience
Western Asset Management October 2005 - Present
Skills
Business Analysis
Education
The George Washington University
Master's degree, Forensic Sciences
University of California, Irvine 1989 — 1993
Bachelor's degree, Criminology
Western Asset Management October 2005 - Present
Skills
Business Analysis
Education
The George Washington University
Master's degree, Forensic Sciences
University of California, Irvine 1989 — 1993
Bachelor's degree, Criminology
Morgan Kerzie's Western Asset Management Experience June 2006 - Present
Job Supervisor Cash Management & Controls at Western Asset Management
Industry Investment Management
Experience
Western Asset Management June 2006 - Present
Western Asset Management 2003 - 2006
Western Asset Management 2001 - 2003
Skills
Cash Management, Fixed Income, Asset Management
Education
UCLA 1996 — 2000
Bachelor of Arts (BA), Business Economics
Western Asset Management June 2006 - Present
Western Asset Management 2003 - 2006
Western Asset Management 2001 - 2003
Skills
Cash Management, Fixed Income, Asset Management
Education
UCLA 1996 — 2000
Bachelor of Arts (BA), Business Economics
Awa Pissinaba's Western Asset Management Experience May 2011 - Present
Job Customer Service Manager at West Buisness Solution
Industry Investment Management
Experience
West Buisness Solution June 2013 - Present
Western Asset Management May 2011 - Present
Mosaic April 2009 - Present
West Corporation December 2008 - May 2011
Keystone Foods April 2004 - October 2008
Skills
Customer Service, Soft..., Multilingual, Spanish,..., Outstanding...
Education
University of Nebraska at Omaha 2011 — 2014
Working towards a Bachelor in Science, Business Administration and Management, General
Gadsen State Community College 2002 — 2007
Associate Degree, Business Administration
West Buisness Solution June 2013 - Present
Western Asset Management May 2011 - Present
Mosaic April 2009 - Present
West Corporation December 2008 - May 2011
Keystone Foods April 2004 - October 2008
Skills
Customer Service, Soft..., Multilingual, Spanish,..., Outstanding...
Education
University of Nebraska at Omaha 2011 — 2014
Working towards a Bachelor in Science, Business Administration and Management, General
Gadsen State Community College 2002 — 2007
Associate Degree, Business Administration
Debbie Slogoff's Western Asset Management Experience 2002 - 2013
Job Managing Director at CorAmerica Capital, LLC
Industry Investment Management
Experience
Western Asset Management 2002 - 2013
Goldman Sachs 2001 - 2002
Duff & Phelps Rating Company 1996 - 1999
Sanford C. Bernstein 1994 - 1996
Education
University of California, Los Angeles 1999 — 2001
Master of Business Administration (MBA)
University of Michigan 1990 — 1994
Bachelor of Arts (BA)
Western Asset Management 2002 - 2013
Goldman Sachs 2001 - 2002
Duff & Phelps Rating Company 1996 - 1999
Sanford C. Bernstein 1994 - 1996
Education
University of California, Los Angeles 1999 — 2001
Master of Business Administration (MBA)
University of Michigan 1990 — 1994
Bachelor of Arts (BA)
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group