Western Asset Management Company
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, CA Founded: 1971 Parent organization: Legg Mason
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Western Asset Management Company Employees
Edge Asset Management, Inc. & Principal Global Investors June 2013 - Present
Symetra July 2012 - June 2013
WESTERN ASSET MANAGEMENT COMPANY September 2007 - January 2012
RUSSELL INVESTMENT GROUP June 2005 - September 2007
Skills
Investment Advisers Act, Due Diligence, Investments, Securities, Securities Regulation, Portfolio Management, Management, Trading, Asset Allocation, Mutual Funds, Internal Audit, Alternative Investments, Analysis, Financial Services, Investment Advisory, Investment Management, Bloomberg, Bloomberg Terminal, Legal Compliance, Fixed Income, Series 7, Asset Management, Equities, AML, Derivatives, Fund Of Funds, Financial Markets, Structured Products, Emerging Markets, FX Options, Equity Trading, Separately Managed..., Policy, Trading Systems, Relationship Management, Corporate Governance
Education
DeVry University
BS, Management
University of Houston-Downtown 2003 — 2004
Bachelor's degree, Business Management
Seattle Central College
AA, Business
PIMCO January 2011 - Present
Rothstein Kass September 2008 - December 2010
Western Asset Management Company July 2006 - September 2008
Z57 Internet Solutions April 2004 - February 2006
PETCO July 2002 - March 2004
Skills
Accounting, Auditing, Account Reconciliation, General Ledger, Portfolio Management, Hedge Funds, Analysis, Financial Services, Journal Entries, Budgets, Bank Reconciliation, Mutual Funds, GAAP, Financial Reporting, Internal Controls, Equities, Financial Analysis, Financial Statements, Securities, Management, Derivatives
Education
San Diego State University-California State University
BS, Business Administration (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
Mimeos Sustainability Consultants July 2011 - January 2015
Self Employed November 2008 - June 2014
California Solar Innovations February 2010 - June 2011
Tech Go Green June 2009 - November 2010
Bogart Pediatric Cancer Research Program November 2009 - 2010
Western Asset Management Company June 2006 - October 2008
KSCR USC Student Radio Station January 2004 - May 2006
Andrus Gerontology Center, National Resource Center on Supportive Housing and Home Modification September 2002 - May 2006
Skills
Analysis, JavaScript, Solar Energy, Energy Efficiency, CSS, Node.js, Github, AngularJS, Renewable Energy, Public Speaking, Energy, Program Management, HTML5, Project Management, Backbone, Process Improvement, Mathematics, Alternative Energy, Photovoltaics, Management, Communication, Sustainability, Energy Policy, Environmental Policy, Algorithms, Sustainable Energy, Algebra, Environmental Awareness, Geometry, Microsoft Excel, Salesforce.com..., Salesforce.com, Costumes, Google Docs, Google Calendar, DJ, Databases, git, Ruby, Ruby on Rails, Strategic Planning, Programming, jQuery, Backbone.js, Git, MongoDB, Social Media
Education
University of Southern California 2002 — 2006
Bachelor of Science (BS), Mathematics, cum laude
MakerSquare
Advance Software Engineering Immersive
MedImpact Healthcare Systems, Inc. July 2015 - Present
San Diego August 2014 - July 2015
UnitedHealth Group June 2009 - July 2014
UnitedHealth Group June 2008 - June 2009
Accurate Background October 2006 - June 2008
Western Asset Management Company October 2005 - September 2006
The Ocean Group, theoceangroupinc.com June 2005 - September 2005
Citibank January 2004 - May 2005
Skills
Project Management, Proposal Writing, Marketing Communications, Business Process Mapping, Process Design, International Marketing, Value Stream Mapping, Process Improvement, Strategic Planning, Program Management, Marketing, Cross-functional Team..., Business Development, Microsoft Excel, Budgets, Business Process..., Sales, Training, Medicaid, Leadership, Management
Education
University of California, San Diego 2011 — 2011
LSS BB, Six Sigma Black Belt
University of California, Irvine 2009 — 2010
PMP Certified, Project Management, Scheduling
California State University-Long Beach - College of Business Administration 2004 — 2006
Masters in Business Administration MBA, Marketing
University of California, Santa Barbara 2000 — 2003
Bachelors, Psychology
Premiere Digital Services October 2013 - Present
20th Century Fox July 2012 - August 2013
20th Century Fox October 2009 - July 2012
Razorfish October 2007 - October 2009
Western Asset Management Company June 2007 - October 2007
Ernst & Young, LLP June 2006 - June 2007
DigiKnow, Inc. January 2000 - June 2006
Crystal Clinic, Inc. August 1997 - January 2000
Skills
Requirements Gathering, Visio, Business Analysis, Requirements Analysis, Software Project..., Agile, Agile Project Management, Product Management, Product Development, Agile Methodologies, SDLC, Scrum, User Experience, Project Management, MS Project, SQL, CRM, Web Applications, Project Planning, Web Services, IT Management, XML, Databases, Analysis, Oracle, SOA, Software Documentation, Change Management, Data Analysis, Systems Analysis, Web Development, Software Development, Integration, Business Intelligence, IT Strategy, E-commerce, Business Process, SharePoint
Education
Miami University
BS, Zoology, Minor in Mathematics, Mechanical Engineering
The University of Akron
MS, Biomedical Engineering
Cenveo September 2014 - Present
Castleton Commodities International March 2012 - May 2014
Western Asset Management Company November 2006 - March 2012
Level Global Investors March 2006 - October 2006
Monarch Computer Systems, Inc October 2005 - February 2006
The William Carter Company March 2004 - September 2005
Hitachi Capital America Corporation July 2003 - March 2004
Skills
Cash Management, Accounting, Account Reconciliation, Auditing, Banking, Credit, General Ledger, Accounts Payable, Analysis, Cash Flow, Loans, Investments
Education
The University of Connecticut School of Business 1999 — 2003
BS, Finance
The University of Connecticut School of Business
Kihei Lutheran Church January 2014 - Present
Four Seasons Hotels and Resorts December 2013 - Present
Avon August 2007 - March 2014
Hawaii State Department of Education February 2013 - May 2013
Western Asset management Company 2001 - 2003
CIBC World Markets February 2000 - March 2001
Archon Financial, L. P./a Goldman Sachs Company December 1997 - September 1999
Education
University of Phoenix 2002 — 2004
Bachelor of Business Administration (B.B.A.)
Manulife Asset Management December 2009 - April 2013
Fidelity Investments July 2006 - December 2008
Wachovia Securities June 2000 - April 2006
Fidelity Investments June 1998 - June 2000
Western Asset Management Company July 1991 - September 1997
Harborview Systems June 1985 - July 1991
Skills
Fixed Income, Vendor Management, Business Analysis, Project Management, Mutual Funds, Integration, Investments, Analysis, Management, Team Management, Trading, Investment Management, Risk Management, SDLC, Leadership, IT Strategy, Software Project..., Financial Services, Requirements Analysis, Program Management, IT Management, Process Improvement, Visio, Relationship Management, Requirements Gathering, Project Portfolio..., Disaster Recovery, PMO, Software Development, Trading Systems, Equities, Market Data, Information Technology, Securities, Governance, Outsourcing, Asset Management, Enterprise Architecture, Data Warehousing, Cross-functional Team..., Analytics, Enterprise Software, Business Intelligence, Portfolio Management, Consulting
Education
Northeastern University
BS, Business Administration and Transportation Management
Citi Information Security September 2012 - Present
Citi Operations & Technology September 2007 - September 2012
Western Asset Management Company September 2002 - September 2007
Salomon Smith Barney May 2000 - September 2002
Competitive Media Reporting January 1998 - May 2000
Skills
Microsoft Office, Concur, P2P, SharePoint, Visio, Blackberry, NEMS, Calendars, Spreadsheets, Travel Arrangements, Expense Reports, Executive Support, Confidentiality, Administrative Work, Office Administration, Office Management, Administrative..., Expense Management, PeopleSoft, Data Entry, Management, Customer Service, Administration, Administrative..., Microsoft Word, Outlook, Payroll, PowerPoint, Risk Management
Education
CUNY School of Professional Studies 2015 — 2018
Bachelor of Business Administration (BBA)
University of Phoenix 2007 — 2010
Business Administration and Management, General
CUNY Bronx Community College 1995 — 1998
Associate of Arts and Sciences (A.A.S.), Administrative Assistant and Secretarial Science, General
Tennenbaum Capital Partners, LLC July 2013 - Present
Western Asset August 2008 - July 2013
Western Asset Management Company October 2006 - August 2008
Morgan Stanley October 2004 - May 2005
Skills
Fixed Income, Mutual Funds, Research, Economics, Investment Management, Accounting, Leadership, Asset Managment, Equities, Investments, Hedge Funds, Proposal Writing, Proposal Generation, Writing, Technical Writing, Editing, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg, Strategic Thinking, Business Strategy, Bonds, Qvidian, RFP Design, Financial Markets, Capital Markets, Financial Analysis, Securities, Finance, Financial Modeling, Asset Management, Private Equity, Investment Strategies
Education
Occidental College 2002 — 2006
Bachelor of Arts, Economics
International Baccalaureate 2000 — 2002
International Baccalaureate Diploma
George Washington High School 1998 — 2002
UCLA Extension Corporate Education & Custom Programs
UCLA Extension Corporate Education & Custom Programs
Western Asset Management Company November 2002 - Present
Skills
Fixed Income, Bonds, Derivatives, Hedge Funds, Swaps, Options, FX Options, Trading, Hedging, Credit Derivatives, Mutual Funds, Currency, Equities, Interest Rate Swaps, Forwards, Commodities, Bloomberg, Risk Management, Credit, Futures Trading, Portfolio Management, Alternative Investments, Swaptions, FX, Interest Rate..., CDS, ISDA, Volatility, Arbitrage, Commodity, Proprietary Trading, Equity Derivatives, CDS Options, Relative Value, Statistical Arbitrage, Tail Risk Hedging, Curve Trading, Microsoft Excel, VBA, High Yield, Interest Rate Hedging, Relative Value Trading, Visual Basic, Futures, Interest Rate Risk..., Commodity Markets, Absolute Return, Statistical Data..., Global Macro, Tail Protection
Education
University of California, Irvine - The Paul Merage School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General
Bucknell University 1989 — 1993
BS, Mechanical Engineering, 3.6
Summit Public Schools (Public Charter Network) April 2015 - Present
Rocketship Education August 2014 - April 2015
Bain & Company September 2012 - November 2013
Edge Growth June 2012 - August 2012
Accenture June 2011 - August 2011
Western Asset Management Company March 2007 - August 2010
Oakwood Capital Management March 2006 - March 2007
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA
University of Southern California
Bachelor of Arts, Philosophy
Western Asset Management Company July 2011 - Present
Western Asset Management Co. May 2008 - July 2011
Countrywide Home Loans, Wholesale Division August 2005 - May 2008
Countrywide Home Loans, Wholesale Instructional Delivery April 2004 - August 2005
Countrywide Home Loans, Wholesale Instructional Delivery April 2003 - April 2004
LandSafe Incorporated May 2002 - April 2003
21st Century Insurance August 1998 - April 2002
Skills
Training, Visio, Mentoring, Software Documentation
Education
California State Polytechnic University-Pomona 1987 — 1993
Bachelor's degree, Management and Human Resources
Temple City Highschool
_ August 2011 - Present
Harvest Furniture November 2012 - March 2014
Spectrum Interior Design, Inc. February 2012 - August 2012
Western Asset Management Company October 2007 - July 2011
Unified Western Grocers 2005 - 2007
Coca-Cola Enterprises, So. Cal. Division 2003 - 2005
IFS-NA, Inc. 1996 - 1999
Skills
Centra, Presenter, Camtasia, Achieve Global, Training, Performance Management, Team Building, Change Management, Strategic Planning, Workshop Facilitation, Leadership, Organizational..., AutoCAD, Space-planning, Onboarding, Management, Employee Relations, Space planning, Employee Training, Talent Management, Teaching, Human Resources, Time Management, Coaching, Leadership Development, Business Development, Management Consulting, Recruiting, Sourcing, Cross-functional Team..., Project Management, HRIS, Employee Benefits, Marketing, Strategy, Program Management, Organizational..., Employee Engagement, Organizational Design
Education
Claremont Graduate University 2000 — 2002
MSHRD
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2000 — 2002
MBA
Cañada College
College of San Mateo
University of California, San Diego
BS
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 December 2008 - Present
Toyota Motor Sales September 2007 - December 2008
Western Asset Management Company January 2006 - September 2007
Ameriquest Mortgage Company March 2005 - January 2006
i2 Technologies 2002 - March 2005
SSI Technologies 2000 - 2001
Skills
Weblogic, Spring, Hibernate, Java Enterprise Edition, Struts, EJB, JDBC, Web Services, Oracle, Sybase, JMS, Java, Tomcat, JUnit, Websphere, JSP, SOA, JBoss Application Server, Agile Methodologies, PL/SQL, Perl, SOAP, Swing, REST, Maven, SQL, Architecture, Agile Project Management, J2EE Application..., Web Development, Unix, ESB, T-SQL, UML, Servlets, Spring Framework, SDLC, Requirements Analysis, WebLogic
Education
Jawaharlal Nehru Technological University 1996 — 2000
B.Tech
Western Asset Management Company 2003 - Present
Mercer Management Consulting 2000 - 2003
Orion Partners, L.P. 1996 - 1997
Donaldson, Lufkin & Jenrette 1994 - 1996
Skills
Investment Management, Portfolio Management, Fixed Income Portfolio..., Fixed Income Trading, Agency Mortgage-Backed..., Financial Modeling, Fixed Income, Asset Management, Investments, MBS, Hedging, Bonds, Bloomberg, Asset Allocation, Alternative Investments, Trading, Investment Strategies, Securities
Education
Harvard Law School 1997 — 2000
J.D.
Harvard University 1990 — 1994
A.B.
Western Asset Management Company 2003 - Present
Infosys 2002 - 2004
Answers.com 2000 - 2001
EarthLink 1998 - 2000
Warner Bros 1997 - 1998
Tata Unisys 1993 - 1996
Skills
Enterprise Architecture, SOA, Business Analysis, SDLC, SQL, Oracle, Web Services, Fixed Income, Asset Managment, Business Intelligence, IT Strategy, Project Management, Start-ups, Business Process Design, MongoDB, IBM BPM, Leadership, Agile Methodologies, Java, Scala, Hadoop, MySQL, Ext JS, iOS development, Android Development, Equities, Trading Systems, Compliance, Charles River IMS, Straight Through..., Six Sigma, Amazon Web Services..., Cloud Computing, Operational Excellence, JMS, Open Source, Entrepreneurship, PMP, Investment Management, Hedge Funds, Risk Management, Alternative Investments, Bloomberg, Artificial Intelligence, Machine Learning, Bayesian inference, AWS, High Frequency Trading, Derivatives, Cassandra
Education
University of Southern California
Master's Degree
University of Southern California
Bachelor's Degree
Дентс Мед December 2011 - Present
Western Asset Management Company August 2006 - Present
Western Asset Management 2006 - 2010
Western Asset Management 2006 - 2010
Western Asset Management 2006 - 2008
Western Asset Management 2006 - 2008
Western Asset Management 2006 - 2008
Wells Fargo Financial June 2005 - August 2006
Pacific Ford, Long Beach Lincoln Mercury Mazda July 2001 - June 2005
Skills
Asset Managment, RFP, Fixed Income
Education
California State University-Long Beach - College of Business Administration 2001 — 2005
B.S., Finance
Santa Barbara City College 1998 — 2001
A.A., Business Administration, Economics
Dance Family
Dance Family
TCW Group (Trust Company of the West) February 2010 - Present
Metropolitan West Asset Management November 2009 - Present
Metropolitan West Asset Management April 2008 - October 2009
Countrywide Capital Markets July 2007 - April 2008
Western Asset Management Company June 2004 - July 2007
TD Securities August 1998 - December 2003
Paramount Pictures May 1993 - June 1996
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
MBA, Finance
University of Southern California 1990 — 1993
B.S., Finance
Oracle Corporation November 2010 - Present
Western Asset Management Company April 2005 - June 2009
Sungard Trading Systems January 2001 - December 2004
Citigroup( AKA Citibank, E-Citi, Transaction Technology Inc) February 1990 - January 2001
Locus Computing Corporation January 1985 - February 1990
Transaction Technology, Inc October 1982 - December 1983
Stop & Shop 1977 - 1978
Skills
Unix, Software Development, SQL, Object Oriented Design, C++, Requirements Analysis, XML, Testing, JavaScript, Operating Systems, Software Design, Solaris
Education
Brown University 1978 — 1982
Sc.B., Computer Science
St. Paul's School 1974 — 1977
TIAA-CREF September 2010 - Present
Royal Bank of Canada January 2008 - September 2010
Western Asset Management Company November 2004 - December 2007
Google, Inc. September 2004 - November 2004
Western Asset Management Company September 2003 - June 2004
Corporate Solutions, Inc. January 2001 - May 2002
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Sourcing, Training, Human Resources
Education
Columbia International University 1999 — 2003
Bachelor’s of Science
Western Asset Management Company April 2009 - Present
Western Asset Management Company December 2004 - April 2009
American Medical Response November 1999 - December 2004
American Medical Response September 1998 - November 1999
American Medical Response October 1991 - September 1998
Emergency Ambulance September 1990 - April 1991
Skills
Disaster Recovery, Active Directory, Microsoft SQL Server, Citrix, VMware ESX, SQL, Windows Server, VBScript, IIS, Requirements Analysis, Data Center, Integration, Web Services, Windows, DNS, SharePoint, Microsoft Exchange, NetApp, Microsoft Technologies, High Availability, Databases, Storage Area Networks, VMware Infrastructure, Servers, Virtualization, VMware, IT Management, Storage, System Administration, System Deployment, IT Strategy
Education
Azusa Pacific University 2003 — 2004
BS, MIS
Mt. San Antonio College 1990 — 1991
Paramedic Training, Paramedic Training
Toyota Motor Sales September 2013 - Present
Toyota Motor Sales May 2012 - August 2013
Toyota Motor Sales August 2011 - May 2012
Toyota Motor Sales USA, Inc. June 2010 - September 2010
Western Asset Management Company June 2007 - July 2009
KPMG, LLP September 2003 - May 2007
Skills
Competitive Analysis, Financial Modeling, Financial Analysis, Forecasting, Corporate Finance, Variance Analysis, Cash Flow Forecasting, Managerial Finance, Financial Statements, Financial Services, Budgets, Strategy, Business Development, Finance, Analysis
Education
UCLA Anderson School of Management 2009 — 2011
Master of Business Administration, Finance and Marketing
UC Berkeley Haas School of Business
B.S., Business Administration and Management, General
Total Performance Solutions LLC January 2014 - Present
Vincent Performance Services LLC October 2006 - November 2013
Western Asset Management Company 2002 - 2006
Deloitte & Touche LLP 1998 - 2002
Skills
Hedge Funds, Investments, Valuation, Securities, Real Estate, Private Equity, Derivatives, Mutual Funds, Wrap Accounts, Asset Management, Asset Allocation, Financial Analysis, Investment Advisory, Investment Strategies, Financial Risk, Financial Services, Auditing, Analysis, Financial Modeling
Education
University of California, Santa Barbara 1995 — 1997
BA, Business Economics
Western Asset Management Company February 2007 - Present
JPMorgan Securities Inc. April 2005 - July 2006
JPMorgan Chase August 2003 - July 2006
JP Morgan Services, Inc. August 2003 - April 2005
Chase Manhattan Corporation/Chase Home Finance March 2001 - July 2003
Advanta Mortgage Corporation January 2000 - March 2001
Skills
Change Management, Program Management, Diversity, Business Analysis, Performance Management, Six Sigma, Management, Organizational..., Financial Analysis, Financial Planning, Cross-functional Team..., Performance Improvement, Project Portfolio..., Project Management, Team Management, Management Consulting, Performance Analysis, Software Lifecycle..., Operations Management, Mergers & Acquisitions, Project Facilitation, Organizational Change, Offshore Project..., Organizational Analysis, Collaborative Problem..., Acquisition Integration, Business Communications, Business Etiquette, Business Case for..., Business Integration, Global Operations, Conflict Resolution, Corporate Culture, Creative Problem Solving, Development Planning, Earned Value Management, 360 Feedback, Financial Markets, Interviewing, Negotiation Training, Persuasive Communication, International Project..., Quality Management, DMAIC, Team Building, Time Management, Timeline Management, SDLC, Software Documentation, Financial Services
Education
Coleman University - College of Computer Networks 1999 — 2001
Bachelors of Science, Computer Application Networks
University of Hawaii - Shidler College of Business 1995 — 1996
Marketing & Entrepreneurship
T. Rowe Price January 2014 - Present
Western Asset Management Company July 2010 - July 2013
Western Asset Management November 2006 - June 2010
Western Asset Management November 2001 - October 2006
Western Asset Management September 1999 - October 2001
Van Deventer & Hoch 1998 - 1999
Wellington Management 1996 - 1998
Wellington Management Company 1994 - 1996
Skills
Portfolio Management, Fixed Income, Mutual Funds, Asset Management, Hedge Funds, Marketing, Asset Allocation, Asset Managment, Investments, Business Development, Finance, Investment Management, Equities, Alternative Investments, Investment Strategies, Bloomberg, Management
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2015
Post-graduate certificate, Professional Services Leadership Initiative
Suffolk University - Sawyer Business School 1994 — 1999
MBA, Marketing
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1992
BA, Economics, Spanish
Highmark Capital Management June 2014 - Present
Western Asset Management Company March 2005 - June 2014
Skills
Fixed Income, Bloomberg, Asset Allocation, Mutual Funds, Asset Managment, Equities, Hedge Funds, Investment Strategies, Investments, Alternative Investments, Series 7, Series 63, Investment Management, Portfolio Management, Securities, Financial Modeling, Uniform Combined State..., Series 24, Financial Analysis, Wealth Management
Education
University of California, Berkeley
BA, Economics
Payden & Rygel September 2012 - August 2015
PIMCO March 2011 - September 2012
Western Asset Management Company July 2010 - March 2011
Western Asset Management Company August 2006 - July 2010
WestLB AG September 2005 - November 2005
Skills
Options, Asset Management, Fixed Income, Trading, Bonds, Portfolio Management, Money Market, Bloomberg, Investments, Asset Managment, Mutual Funds, Hedge Funds, Securities, Derivatives, Alternative Investments, MarketAxess, Chartered Financial..., Financial Markets, Swaps, Equities
Education
University of California, Santa Barbara 2004 — 2005
MA, Business Economics
University of California, Santa Barbara 2000 — 2004
BA, Business Economics
Western Asset Management Company ControllerTrimark Pacific HomesAugust 2006 - August 2009
The Olson Company 2003 - 2006
Centex Homes 2001 - 2003
Skills
Cash Flow
Education
California State Polytechnic University-Pomona 1989 — 1994
B.S., Accounting
Western Asset Management Company November 1995 - Present
Kleinwort Benson Capital Management 1992 - September 1995
Deloitte 1987 - 1991
Skills
Risk Management, Investments, Corporate Finance, Fixed Income
Education
California State University-Northridge 2000 — 2007
Business, Accounting
Wharton School of Business 1999 — 1999
Marketing and Investment Management Program, Wharton Association of Investment Management Sales Executives (AIMSE)
UC Berkeley 1998 — 1998
Executive Leadership Program, Haas School of Business
Northern Trust Asset Management June 2014 - Present
Allstate Investments, LLC December 2010 - February 2014
Western Asset Management Company October 2007 - May 2009
Western Asset Management November 2000 - September 2007
Education
DePaul University 1985 — 1988
Masters in Business Administration, Finance and Financial Management Services
Marquette University 1979 — 1983
B.S. in Business Administration, Finance and Financial Management Services
Northern Trust March 2011 - Present
M&I Bank October 2010 - March 2011
Western Asset Management Company June 2008 - May 2010
Western Asset Management Company October 2007 - June 2008
Gooseberries Fresh Food Market June 2007 - September 2007
Altra Federal Credit Union January 2007 - June 2007
Education
Clarke University 2002 — 2006
B.A. Degree, Business Administration; Finance
DEUTSCHE BANK October 2011 - Present
CROWELL, WEEDON & CO July 2008 - September 2011
WESTERN ASSET MANAGEMENT COMPANY June 2006 - July 2008
CROWELL, WEEDON & CO August 2001 - June 2006
Skills
Investments, Project Management, Relationship Management, Marketing
Education
Arizona State University 1999 — 2001
Bachelor of Science, Finance
Western Asset Management Company February 1999 - Present
Capital Research and Management Company November 1990 - February 1999
NASD 1988 - 1990
Education
Georgetown University 1987 — 1990
M.A., Liberal Studies
Vassar College 1981 — 1984
B.A., Psychology
JPMorgan Chase & Co. September 2012 - February 2015
Western Asset Management Company June 2008 - September 2012
Great Western Financial Services May 2007 - June 2008
Countrywide Home Loans August 2005 - May 2007
Joel StroteEsq 2001 - 2002
Skills
Microsoft Excel, Microsoft Office, Asset Managment, Project Management, Credit, Multi Tasking, Operational Excellence, PMP Candidate, Asset Management, Software Documentation, Finance, PMP, Risk Management, Portfolio Management, Strategy, Financial Risk, Banking, Management
Education
California State University-Northridge 2002 — 2006
Bachelor of Science, Business Management
Oaktree Capital Management November 2013 - January 2015
BNY Mellon November 2012 - June 2013
Capital Guardian Trust Company November 2011 - October 2012
Canyon Capital LLC August 2010 - August 2011
Western Asset Management Company February 2010 - June 2010
Ares Management LLC April 2009 - October 2009
Wachovia Global Securities July 2006 - March 2009
Wells Fargo and Company April 2004 - April 2005
Skills
Fund Accounting, Trade Settlements, Operations, Bloomberg, Securities, Mutual Funds, Portfolio Management, Investments, Cash Management, Banking, Trading, Financial Markets, Pricing, Asset Setup, Data Integrity, Fixed Income, Bank Debt, Financial Statements
Education
University of California, San Diego 1999 — 2003
B.A, Economics