Wilshire Associates
Industry: Investment management company
DescriptionWilshire Associates, Inc. is an independent investment management firm that offers consulting services and analytical products and manages fund of funds investment vehicles for a global client base. Headquarters: Santa Monica, California, United States Key person: Dennis Tito (founder) Founded: 1972 Number of employees: 350 Subsidiary: Wilshire Private Markets Group Type of business: Privately held company
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Wilshire Associates Employees
Employee
Years
Job
Industry
Lisa Laird, CFA Lisa Laird, CFA's Wilshire Associates Experience 2002 - 2005
Job VP Investments and Cash Management at St. Joseph Health System
Industry Financial Services
Experience
St. Joseph Health System May 2011 - Present
SEVA Foundation February 2010 - Present
CalOptima June 2013 - Present
Towers Watson Investment Services 2005 - May 2011
Wilshire Associates 2002 - 2005
Wilshire Associates 2001 - 2002
Agilent Technologies 1999 - 2001
IBM 1999 - 1999
IBM 1997 - 1999
Skills
Asset Allocation, Asset Managment, Valuation, Investment Strategies, Financial Modeling, Asset Management, Hedge Funds, Corporate Finance, Management Consulting, Alternative Investments, Securities, Equity Research, Pensions, Strategic Financial..., Derivatives, Business Strategy, Investor Relations, Finance, Investment Advisory, Wealth Management, Bonds, Quantitative Analytics, Emerging Markets, Retirement, Economics, Due Diligence, Financial Services, Mutual Funds, Financial Risk, Financial Analysis, Investment Management, Venture Capital, Mergers & Acquisitions, Private Equity, Investments, Portfolio Management, 401k, Equities, Investment Banking, Risk Management, Fixed Income, Financial Markets, Capital Markets, Relationship Management, Employee Benefits, Defined Benefit, Strategy, Executive Management
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA
California State Polytechnic University-Pomona 1987 — 1992
BS, Operations Management
St. Joseph Health System May 2011 - Present
SEVA Foundation February 2010 - Present
CalOptima June 2013 - Present
Towers Watson Investment Services 2005 - May 2011
Wilshire Associates 2002 - 2005
Wilshire Associates 2001 - 2002
Agilent Technologies 1999 - 2001
IBM 1999 - 1999
IBM 1997 - 1999
Skills
Asset Allocation, Asset Managment, Valuation, Investment Strategies, Financial Modeling, Asset Management, Hedge Funds, Corporate Finance, Management Consulting, Alternative Investments, Securities, Equity Research, Pensions, Strategic Financial..., Derivatives, Business Strategy, Investor Relations, Finance, Investment Advisory, Wealth Management, Bonds, Quantitative Analytics, Emerging Markets, Retirement, Economics, Due Diligence, Financial Services, Mutual Funds, Financial Risk, Financial Analysis, Investment Management, Venture Capital, Mergers & Acquisitions, Private Equity, Investments, Portfolio Management, 401k, Equities, Investment Banking, Risk Management, Fixed Income, Financial Markets, Capital Markets, Relationship Management, Employee Benefits, Defined Benefit, Strategy, Executive Management
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA
California State Polytechnic University-Pomona 1987 — 1992
BS, Operations Management
Iman Movahed Iman Movahed's Wilshire Associates Experience July 2001 - August 2003
Job Founder / Portfolio Manager at Coral Tree Asset Management, LLC
Industry Financial Services
Experience
Coral Tree Asset Management July 2014 - Present
Los Angeles Capital Management September 2003 - July 2012
Wilshire Associates July 2001 - August 2003
Fraunhofer USA July 2000 - July 2001
Summit Advisors, Inc. January 1998 - August 1999
Skills
Equities, Quantitative Analytics, Bloomberg, Investment Management, Emerging Markets, Portfolio Management, Investments, Trading, Analysis, Asset Management, Derivatives, Mutual Funds, Capital Markets, Alternative Investments, Financial Analysis, Quantitative Finance, Funding, Financial Markets, ETFs, Bonds, Portfolio Optimization
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Management
Boston University 1999 — 2001
Masters, Economics
University of California, Los Angeles 1994 — 1997
BA, Economics
Coral Tree Asset Management July 2014 - Present
Los Angeles Capital Management September 2003 - July 2012
Wilshire Associates July 2001 - August 2003
Fraunhofer USA July 2000 - July 2001
Summit Advisors, Inc. January 1998 - August 1999
Skills
Equities, Quantitative Analytics, Bloomberg, Investment Management, Emerging Markets, Portfolio Management, Investments, Trading, Analysis, Asset Management, Derivatives, Mutual Funds, Capital Markets, Alternative Investments, Financial Analysis, Quantitative Finance, Funding, Financial Markets, ETFs, Bonds, Portfolio Optimization
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Management
Boston University 1999 — 2001
Masters, Economics
University of California, Los Angeles 1994 — 1997
BA, Economics
Robert Zeidman Robert Zeidman's Wilshire Associates Experience January 1997 - January 2008
Job SVP, Director of Outsourced Investment Solutions at PNC
Industry Financial Services
Experience
PNC Institutional Asset Management March 2015 - Present
PNC Capital Advisors June 2013 - Present
Larry Thompson & Associates April 2012 - January 2013
RogersCasey April 2010 - March 2012
Zeidman Consulting LLC March 2008 - March 2010
Wilshire Associates January 1997 - January 2008
Skills
Investment Strategies, Hedge Funds, Asset Allocation, Private Equity, Fixed Income, Investment Management, Portfolio Management, Asset Managment, Fund Of Funds, Due Diligence, Capital Markets, Mutual Funds, Endowment Funds, Foundations, Defined Benefit, Fixed Income Strategies, Investment Advisory, Alternative Investments
Education
Fordham University 1984 — 1987
Master of Business Administration (MBA), Finance, General
Syracuse University 1980 — 1984
Bachelor of Arts (B.A.), Economics
PNC Institutional Asset Management March 2015 - Present
PNC Capital Advisors June 2013 - Present
Larry Thompson & Associates April 2012 - January 2013
RogersCasey April 2010 - March 2012
Zeidman Consulting LLC March 2008 - March 2010
Wilshire Associates January 1997 - January 2008
Skills
Investment Strategies, Hedge Funds, Asset Allocation, Private Equity, Fixed Income, Investment Management, Portfolio Management, Asset Managment, Fund Of Funds, Due Diligence, Capital Markets, Mutual Funds, Endowment Funds, Foundations, Defined Benefit, Fixed Income Strategies, Investment Advisory, Alternative Investments
Education
Fordham University 1984 — 1987
Master of Business Administration (MBA), Finance, General
Syracuse University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Michael O'Keeffe Michael O'Keeffe's Wilshire Associates Experience 1998 - 2004
Job Managing Director at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. December 2013 - Present
Triangle Park LLC October 2010 - November 2013
Merrill Lynch November 2004 - September 2010
Wilshire Associates 1998 - 2004
Wilshire Associates 1990 - 1998
Callan Associates 1988 - 1990
Wilshire Associates 1984 - 1988
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Finance
Claremont Graduate University 1981 — 1982
MA, Operations Research
Pomona College 1977 — 1982
BA, Mathematics
Stifel Financial Corp. December 2013 - Present
Triangle Park LLC October 2010 - November 2013
Merrill Lynch November 2004 - September 2010
Wilshire Associates 1998 - 2004
Wilshire Associates 1990 - 1998
Callan Associates 1988 - 1990
Wilshire Associates 1984 - 1988
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Finance
Claremont Graduate University 1981 — 1982
MA, Operations Research
Pomona College 1977 — 1982
BA, Mathematics
Bo Yan, CFA Bo Yan, CFA's Wilshire Associates Experience March 2011 - Present
Job Senior Associate at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates March 2011 - Present
Crowell, Weedon & Co. September 2008 - October 2010
Kravis Leadership Institute December 2007 - August 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, Due Diligence, Capital Markets, Capital IQ, Hedge Funds, Investment Strategies, Fixed Income, Equities, Derivatives, Private Equity, Valuation, Trading, Portfolio Management, Performance Measurement, Performance Attribution, Risk Management, Risk Analysis, Equity Research, Alternative Investments, Quantitative Analytics, Asset Allocation, Quantitative Finance
Education
Claremont Graduate University 2010 — 2011
MS, Math
Claremont Graduate University 2007 — 2009
MS, Financial Engineering
Wilshire Associates March 2011 - Present
Crowell, Weedon & Co. September 2008 - October 2010
Kravis Leadership Institute December 2007 - August 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, Due Diligence, Capital Markets, Capital IQ, Hedge Funds, Investment Strategies, Fixed Income, Equities, Derivatives, Private Equity, Valuation, Trading, Portfolio Management, Performance Measurement, Performance Attribution, Risk Management, Risk Analysis, Equity Research, Alternative Investments, Quantitative Analytics, Asset Allocation, Quantitative Finance
Education
Claremont Graduate University 2010 — 2011
MS, Math
Claremont Graduate University 2007 — 2009
MS, Financial Engineering
Jason Schwarz Jason Schwarz's Wilshire Associates Experience July 2005 - Present
Job President, Wilshire Funds Management
Industry Investment Management
Experience
Wilshire Associates July 2005 - Present
Skills
Asset Managment, Investment Management, Mutual Funds, Portfolio Management, Alternative Investments, Asset Allocation, Hedge Funds, Fixed Income, Investments, Investment Strategies, Equities, Wealth Management, Fund Of Funds, Institutional..., Investment Advisory, Securities, Management, Asset Management, Series 63, Strategy
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA, Finance
Hamilton College
A.B., Political Science and Government
Wilshire Associates July 2005 - Present
Skills
Asset Managment, Investment Management, Mutual Funds, Portfolio Management, Alternative Investments, Asset Allocation, Hedge Funds, Fixed Income, Investments, Investment Strategies, Equities, Wealth Management, Fund Of Funds, Institutional..., Investment Advisory, Securities, Management, Asset Management, Series 63, Strategy
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA, Finance
Hamilton College
A.B., Political Science and Government
Mark Brubaker, CFA Mark Brubaker, CFA's Wilshire Associates Experience April 1997 - Present
Job Managing Director at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates April 1997 - Present
Westinghouse Electric Company July 1995 - April 1997
PNC Advisors July 1990 - May 1995
Skills
Investments, Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Allocation, Asset Management, Private Equity, Portfolio Management, Investment Management, Capital Markets, Valuation
Education
Carnegie Mellon University - Tepper School of Business 1992 — 1995
MBA, Finance
Yale University 1985 — 1989
B.A., Economics
Wilshire Associates April 1997 - Present
Westinghouse Electric Company July 1995 - April 1997
PNC Advisors July 1990 - May 1995
Skills
Investments, Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Allocation, Asset Management, Private Equity, Portfolio Management, Investment Management, Capital Markets, Valuation
Education
Carnegie Mellon University - Tepper School of Business 1992 — 1995
MBA, Finance
Yale University 1985 — 1989
B.A., Economics
Michael Patalsky, CFA Michael Patalsky, CFA's Wilshire Associates Experience January 2006 - February 2015
Job Senior Consultant at Towers Watson
Industry Investment Management
Experience
Towers Watson February 2015 - Present
Wilshire Associates January 2006 - February 2015
PPG Industries 2004 - 2006
Hewitt Associates August 1998 - July 2002
Skills
Investments, Asset Allocation, Portfolio Management, Private Equity, Alternative Investments, Pensions, Hedge Funds, Fixed Income, Endowments, Equities, Wilshire Compass, Finance, Investment Strategies, Due Diligence, Pension Funds, Fund Of Funds, Asset Management
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
Master of Business Administration, Concentrations in Finance, Accounting, and Strategy
University of Notre Dame 1994 — 1998
Bachelor of Business Administration, Finance
Towers Watson February 2015 - Present
Wilshire Associates January 2006 - February 2015
PPG Industries 2004 - 2006
Hewitt Associates August 1998 - July 2002
Skills
Investments, Asset Allocation, Portfolio Management, Private Equity, Alternative Investments, Pensions, Hedge Funds, Fixed Income, Endowments, Equities, Wilshire Compass, Finance, Investment Strategies, Due Diligence, Pension Funds, Fund Of Funds, Asset Management
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
Master of Business Administration, Concentrations in Finance, Accounting, and Strategy
University of Notre Dame 1994 — 1998
Bachelor of Business Administration, Finance
Ben Marshall Ben Marshall's Wilshire Associates Experience June 2013 - August 2013
Job Sr. Associate at Genstar Capital
Industry Venture Capital & Private Equity
Experience
Genstar Capital September 2014 - Present
Wilshire Associates June 2013 - August 2013
Genstar Capital August 2010 - July 2012
Peter J. Solomon Company July 2007 - June 2010
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Duke University 2003 — 2007
Economics
Genstar Capital September 2014 - Present
Wilshire Associates June 2013 - August 2013
Genstar Capital August 2010 - July 2012
Peter J. Solomon Company July 2007 - June 2010
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Duke University 2003 — 2007
Economics
Robert Garvy Robert Garvy's Wilshire Associates Experience 1978 - 1990
Job Founder & Chairman Emeritus at INTECH Investment Management, LLC
Industry Investment Management
Experience
INTECH Investment Management, LLC 1991 - 2014
Wilshire Associates 1978 - 1990
Wilshire Associates 1978 - 1990
Skills
Investment Management, Asset Allocation, Mutual Funds, Asset Management, Alternative Investments, Hedge Funds, Investment Strategies, Wealth Management, Securities, Equity Investments, Microsoft Office, Marketing Strategy, Microsoft Word, Social Media, Start-ups, New Business Development, Strategic Planning, Entrepreneurship, Negotiation, Business Strategy, Investments, Public Speaking, Team Building
Education
Georgia State University 1974 — 1976
Master of Business Administration (M.B.A.), Finance
University of Florida
Associate of Arts Degree
University of South Florida
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
INTECH Investment Management, LLC 1991 - 2014
Wilshire Associates 1978 - 1990
Wilshire Associates 1978 - 1990
Skills
Investment Management, Asset Allocation, Mutual Funds, Asset Management, Alternative Investments, Hedge Funds, Investment Strategies, Wealth Management, Securities, Equity Investments, Microsoft Office, Marketing Strategy, Microsoft Word, Social Media, Start-ups, New Business Development, Strategic Planning, Entrepreneurship, Negotiation, Business Strategy, Investments, Public Speaking, Team Building
Education
Georgia State University 1974 — 1976
Master of Business Administration (M.B.A.), Finance
University of Florida
Associate of Arts Degree
University of South Florida
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Dennis Law Dennis Law's Wilshire Associates Experience 1996 - 2001
Job Broker / Owner Law Properties
Industry Real Estate
Experience
Law Properties December 2008 - Present
West Murdock 2004 - 2008
FTS Broadband February 2002 - April 2004
Wilshire Associates 1996 - 2001
Skills
Investment Properties, Real Estate, Investors, Short Sales, Sellers, First Time Home Buyers, Residential Homes, Online Marketing, Property Management, Real Estate Transactions, Marketing, Mortgage Lending, Referrals, Foreclosures, Condos, Relocation, Single Family Homes, Listings, New Home Sales, REO
Education
Biola University 1991 — 1995
BS, Religion
Law Properties December 2008 - Present
West Murdock 2004 - 2008
FTS Broadband February 2002 - April 2004
Wilshire Associates 1996 - 2001
Skills
Investment Properties, Real Estate, Investors, Short Sales, Sellers, First Time Home Buyers, Residential Homes, Online Marketing, Property Management, Real Estate Transactions, Marketing, Mortgage Lending, Referrals, Foreclosures, Condos, Relocation, Single Family Homes, Listings, New Home Sales, REO
Education
Biola University 1991 — 1995
BS, Religion
Michael Kinsley Michael Kinsley's Wilshire Associates Experience April 2011 - Present
Job Senior Associate at Wilshire Associates
Industry Information Technology and Services
Experience
Wilshire Associates April 2011 - Present
Northrop Grumman Information Systems August 2010 - April 2011
TEKsystems June 2009 - August 2010
NCI Information Systems January 2008 - June 2009
HDM June 2006 - January 2008
Ecology and Environment, Inc. July 1999 - May 2006
Skills
ASP.NET, C#, VB.NET, HTML, LINQ, Entity Framework, JavaScript, SQL, AngularJS, Bootstrap, ASP.NET MVC, ASP.NET AJAX, AJAX, Java, XML, Web Applications, Architectures, Databases, Microsoft SQL Server, Web Development, Software Development, .NET, Visual Studio, Software Engineering
Education
State University of New York College at Buffalo 2004 — 2006
Bachelor of Arts (BA), Geography
Erie Community College
Associate of Arts and Sciences (AAS), Computer Information Systems
Wilshire Associates April 2011 - Present
Northrop Grumman Information Systems August 2010 - April 2011
TEKsystems June 2009 - August 2010
NCI Information Systems January 2008 - June 2009
HDM June 2006 - January 2008
Ecology and Environment, Inc. July 1999 - May 2006
Skills
ASP.NET, C#, VB.NET, HTML, LINQ, Entity Framework, JavaScript, SQL, AngularJS, Bootstrap, ASP.NET MVC, ASP.NET AJAX, AJAX, Java, XML, Web Applications, Architectures, Databases, Microsoft SQL Server, Web Development, Software Development, .NET, Visual Studio, Software Engineering
Education
State University of New York College at Buffalo 2004 — 2006
Bachelor of Arts (BA), Geography
Erie Community College
Associate of Arts and Sciences (AAS), Computer Information Systems
Michael Di Fatta Michael Di Fatta's Wilshire Associates Experience June 2014 - Present
Job systems analyst at Wilshire Associates
Industry Computer Software
Experience
Wilshire Associates June 2014 - Present
IBM 2004 - 2013
Candle Corporation 1998 - 2004
Unisys 1996 - 1998
Unisys 1992 - 1996
Skills
Testing, Agile Methodologies, Test Automation, Servers, DB2, Quality Assurance, Linux, Software Development, Mainframe, Unix, Shell Scripting, Black Box Testing, z/OS, Regression Testing, JCL, MVS, Databases, System Testing, Software Quality..., Solaris, Test Cases, AIX, Websphere, Waterfall, Unix Shell Scripting, SDLC, Defect Tracking, COBOL, CICS, SMP/E, Netcool, Hardware, Perl, Quality Center, C++, IBM Rational Tools, Linux System..., WebSphere, IBM AIX
Education
California Lutheran University
Bachelor of Science Degree, Computer Science
Wilshire Associates June 2014 - Present
IBM 2004 - 2013
Candle Corporation 1998 - 2004
Unisys 1996 - 1998
Unisys 1992 - 1996
Skills
Testing, Agile Methodologies, Test Automation, Servers, DB2, Quality Assurance, Linux, Software Development, Mainframe, Unix, Shell Scripting, Black Box Testing, z/OS, Regression Testing, JCL, MVS, Databases, System Testing, Software Quality..., Solaris, Test Cases, AIX, Websphere, Waterfall, Unix Shell Scripting, SDLC, Defect Tracking, COBOL, CICS, SMP/E, Netcool, Hardware, Perl, Quality Center, C++, IBM Rational Tools, Linux System..., WebSphere, IBM AIX
Education
California Lutheran University
Bachelor of Science Degree, Computer Science
David Williams JD CPA David Williams JD CPA's Wilshire Associates Experience January 1996 - December 1996
Job Strategic Interim CFO for public companies in Los Angeles and Orange County
Industry Management Consulting
Experience
ValueDriven CFO - Interim CFO Services January 2010 - Present
National Promotions and Advertising, Inc. July 2008 - March 2010
House of Taylor Jewelry February 2008 - July 2008
Fluid Media Networks February 2006 - December 2007
Professionals Online Network, Inc. March 2000 - April 2005
Networks Telephony Corporation January 1997 - January 2000
Wilshire Associates January 1996 - December 1996
Farwest Corrosion Control Company January 1995 - December 1995
Ivie Industries, Inc. February 1992 - December 1994
Hodges Morris & Company CPAs February 1989 - October 1991
Skills
Due Diligence, Accounting, Financial Reporting, Start-ups, SOX, Internal Controls, Audit, Leadership, Forecasting, Forensic Accounting, Business Analysis, Business Strategy, Contract Negotiation, Teaching, Entrepreneurship, high growth, Internet Entrepreneur, Small Business, International Business..., Consolidated Reporting, Process Improvement, Financial Modeling, US GAAP, Sarbanes-Oxley Act, Auditing, Mergers, SEC filings, Mergers & Acquisitions, GAAP, Strategic Planning, CPA, Management, Risk Management, Private Equity, Strategy, Variance Analysis, ERP, SEC Filings, Competitive Analysis, High-growth, Finance
Education
Southwestern Law School 1993 — 1997
JD, Law
University of California, Irvine 1991 — 1992
Financial Planning
Northern Illinois University 1979 — 1984
Bachelors
Biola University
Organizational Leadership
Fullerton College
Accounting and Business
ValueDriven CFO - Interim CFO Services January 2010 - Present
National Promotions and Advertising, Inc. July 2008 - March 2010
House of Taylor Jewelry February 2008 - July 2008
Fluid Media Networks February 2006 - December 2007
Professionals Online Network, Inc. March 2000 - April 2005
Networks Telephony Corporation January 1997 - January 2000
Wilshire Associates January 1996 - December 1996
Farwest Corrosion Control Company January 1995 - December 1995
Ivie Industries, Inc. February 1992 - December 1994
Hodges Morris & Company CPAs February 1989 - October 1991
Skills
Due Diligence, Accounting, Financial Reporting, Start-ups, SOX, Internal Controls, Audit, Leadership, Forecasting, Forensic Accounting, Business Analysis, Business Strategy, Contract Negotiation, Teaching, Entrepreneurship, high growth, Internet Entrepreneur, Small Business, International Business..., Consolidated Reporting, Process Improvement, Financial Modeling, US GAAP, Sarbanes-Oxley Act, Auditing, Mergers, SEC filings, Mergers & Acquisitions, GAAP, Strategic Planning, CPA, Management, Risk Management, Private Equity, Strategy, Variance Analysis, ERP, SEC Filings, Competitive Analysis, High-growth, Finance
Education
Southwestern Law School 1993 — 1997
JD, Law
University of California, Irvine 1991 — 1992
Financial Planning
Northern Illinois University 1979 — 1984
Bachelors
Biola University
Organizational Leadership
Fullerton College
Accounting and Business
Yanjia (Alice) Zeng's Wilshire Associates Experience May 2015 - Present
Job Analyst at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates May 2015 - Present
Toyota Financial Services December 2014 - May 2015
Lionfish Advisors September 2014 - November 2014
China Southwest Securities Co., Ltd. September 2012 - October 2012
2012 Micro Biz National Future Business Leader Summit December 2011 - January 2012
Blue Ridge China July 2011 - August 2011
Skills
Financial Modeling, Data Analysis, Finance, Financial Analysis, Matlab, Microsoft Excel, Microsoft Word, PowerPoint, Valuation, Fixed Income Analysis, SPSS, Financial Statement..., Analytics, Eviews, Financial Budgeting, Mandarin
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2014
Master's degree, Finance and Financial Management Services
Central University of Finance and Economics 2009 — 2013
Bachelor's degree of economics, Financial engineering
Affiliated High School of Peking University 2006 — 2009
Wilshire Associates May 2015 - Present
Toyota Financial Services December 2014 - May 2015
Lionfish Advisors September 2014 - November 2014
China Southwest Securities Co., Ltd. September 2012 - October 2012
2012 Micro Biz National Future Business Leader Summit December 2011 - January 2012
Blue Ridge China July 2011 - August 2011
Skills
Financial Modeling, Data Analysis, Finance, Financial Analysis, Matlab, Microsoft Excel, Microsoft Word, PowerPoint, Valuation, Fixed Income Analysis, SPSS, Financial Statement..., Analytics, Eviews, Financial Budgeting, Mandarin
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2014
Master's degree, Finance and Financial Management Services
Central University of Finance and Economics 2009 — 2013
Bachelor's degree of economics, Financial engineering
Affiliated High School of Peking University 2006 — 2009
Aaron Stuck Aaron Stuck's Wilshire Associates Experience May 2010 - June 2014
Job Director of Marketing at ESPORT & Freedom
Industry Entertainment
Experience
ESPORT 2014 - Present
Wilshire Associates May 2010 - June 2014
freedom 2014 - 2014
Skills
Bloomberg, Equities, Hedge Funds, Financial Analysis, Alternative Investments, Analytics, Competitive Analysis, Digital Marketing, SEO, YouTube, Customer Service, Photoshop, Social Media Marketing, Social Media, Marketing, Online Marketing, Social Networking, Digital Media, Marketing Strategy, Management
Education
Geneva College 2001 — 2005
Bachelor's Degree, Applied Mathematics, Computer Science Minor
ESPORT 2014 - Present
Wilshire Associates May 2010 - June 2014
freedom 2014 - 2014
Skills
Bloomberg, Equities, Hedge Funds, Financial Analysis, Alternative Investments, Analytics, Competitive Analysis, Digital Marketing, SEO, YouTube, Customer Service, Photoshop, Social Media Marketing, Social Media, Marketing, Online Marketing, Social Networking, Digital Media, Marketing Strategy, Management
Education
Geneva College 2001 — 2005
Bachelor's Degree, Applied Mathematics, Computer Science Minor
Justin Molitor's Wilshire Associates Experience April 2006 - July 2008
Job CG Artist
Industry Animation
Experience
Honeybear Creative July 2015 - September 2015
Dartfrog Creative January 2012 - May 2012
Crazybridge Studios August 2011 - November 2011
Scientifically Proven Entertainment January 2010 - April 2011
sabertooth interactive llc September 2009 - January 2010
Wilshire Associates April 2006 - July 2008
Skills
Texturing, Animation, Zbrush, 3D Studio Max, 3D Modeling, Rigging, Maya, 3D, After Effects, Modeling, Realflow, Nuke, UV mapping, Lighting, Computer Graphics, Xbox 360, Visual Effects, Mental Ray, Computer Animation, Autodesk Maya, Autodesk 3dsMax, AfterEffects, E-on Vue, Solidworks, Character Animation, Photoshop, Compositing, Graphic Design, Motion Graphics, Rendering, Illustrator, Adobe Creative Suite
Education
Art Institute of California - Los Angeles 2006 — 2009
BS, Media Arts & Animation
Grand Rapids Community College 2003 — 2005
AA, Computer Science
Honeybear Creative July 2015 - September 2015
Dartfrog Creative January 2012 - May 2012
Crazybridge Studios August 2011 - November 2011
Scientifically Proven Entertainment January 2010 - April 2011
sabertooth interactive llc September 2009 - January 2010
Wilshire Associates April 2006 - July 2008
Skills
Texturing, Animation, Zbrush, 3D Studio Max, 3D Modeling, Rigging, Maya, 3D, After Effects, Modeling, Realflow, Nuke, UV mapping, Lighting, Computer Graphics, Xbox 360, Visual Effects, Mental Ray, Computer Animation, Autodesk Maya, Autodesk 3dsMax, AfterEffects, E-on Vue, Solidworks, Character Animation, Photoshop, Compositing, Graphic Design, Motion Graphics, Rendering, Illustrator, Adobe Creative Suite
Education
Art Institute of California - Los Angeles 2006 — 2009
BS, Media Arts & Animation
Grand Rapids Community College 2003 — 2005
AA, Computer Science
Patrick Schumacher Patrick Schumacher's Wilshire Associates Experience January 2012 - September 2014
Job AVP at Envestnet | Tamarac
Industry Financial Services
Experience
Envestnet Tamarac January 2015 - Present
Wilshire Associates January 2012 - September 2014
BI-SAM Technologies August 2010 - January 2012
StatPro September 2007 - August 2010
Mellon Analytical Solutions September 2005 - September 2007
Russell/Mellon January 1999 - September 2005
Frank Russell October 1994 - December 1998
Skills
Performance Attribution, GIPS Compliance, Management, Project Management, Performance Management, Performance Measurement, Analytics, Data Analysis, Team Leadership, Employee Training, Client Services, Client Relations, Client Training, Client Education, Pre-sales, Sales Presentations, Public Speaking, Transaction Processing, Reporting & Analysis, Report Design, Product Design, Business Development, Portfolio Management, Asset Management, Financial Modeling, Equities, Asset Managment, Fixed Income, Attribution, Investments, Hedge Funds, Product Management, Capital Markets, Financial Risk, Business Analysis, Financial Services, Risk Management, Derivatives, Alternative Investments, Mutual Funds
Education
University of Puget Sound 1991 — 1994
Finance, Finance
Colorado State University 1977 — 1981
Envestnet Tamarac January 2015 - Present
Wilshire Associates January 2012 - September 2014
BI-SAM Technologies August 2010 - January 2012
StatPro September 2007 - August 2010
Mellon Analytical Solutions September 2005 - September 2007
Russell/Mellon January 1999 - September 2005
Frank Russell October 1994 - December 1998
Skills
Performance Attribution, GIPS Compliance, Management, Project Management, Performance Management, Performance Measurement, Analytics, Data Analysis, Team Leadership, Employee Training, Client Services, Client Relations, Client Training, Client Education, Pre-sales, Sales Presentations, Public Speaking, Transaction Processing, Reporting & Analysis, Report Design, Product Design, Business Development, Portfolio Management, Asset Management, Financial Modeling, Equities, Asset Managment, Fixed Income, Attribution, Investments, Hedge Funds, Product Management, Capital Markets, Financial Risk, Business Analysis, Financial Services, Risk Management, Derivatives, Alternative Investments, Mutual Funds
Education
University of Puget Sound 1991 — 1994
Finance, Finance
Colorado State University 1977 — 1981
Erik Einertson, CFA, CAIA Erik Einertson, CFA, CAIA's Wilshire Associates Experience June 2010 - September 2013
Job Vice President Director of Alternatives and Solutions Product Management
Industry Investment Management
Experience
Franklin Templeton Investments October 2013 - Present
Wilshire Associates June 2010 - September 2013
First Quadrant July 2005 - June 2010
Congresswoman Heather Wilson August 2002 - July 2005
Columbia Capital May 2001 - August 2001
Senator Chuck Hagel (R-NE) 1999 - 2000
Senator Rod Grams 1998 - 1999
Skills
Investments, Management, Alternative Investments, Hedge Funds, Portfolio Management, Investment Strategies, Financial Markets, Bloomberg, Equities, Asset Allocation, Securities, Fixed Income, Trading, Private Equity, Policy, Wealth Management, Capital Markets, Investment Management, Mutual Funds, Series 7, Financial Modeling, Asset Management, Risk Management, Financial Analysis, Asset Managment, Derivatives, Due Diligence, Investment Advisory, Valuation, Equity Research
Education
University of Notre Dame - Mendoza College of Business 2000 — 2002
MBA
Dana College 1994 — 1996
BA
Waldorf 1992 — 1994
AA
Meito High School 1990 — 1992
Franklin Templeton Investments October 2013 - Present
Wilshire Associates June 2010 - September 2013
First Quadrant July 2005 - June 2010
Congresswoman Heather Wilson August 2002 - July 2005
Columbia Capital May 2001 - August 2001
Senator Chuck Hagel (R-NE) 1999 - 2000
Senator Rod Grams 1998 - 1999
Skills
Investments, Management, Alternative Investments, Hedge Funds, Portfolio Management, Investment Strategies, Financial Markets, Bloomberg, Equities, Asset Allocation, Securities, Fixed Income, Trading, Private Equity, Policy, Wealth Management, Capital Markets, Investment Management, Mutual Funds, Series 7, Financial Modeling, Asset Management, Risk Management, Financial Analysis, Asset Managment, Derivatives, Due Diligence, Investment Advisory, Valuation, Equity Research
Education
University of Notre Dame - Mendoza College of Business 2000 — 2002
MBA
Dana College 1994 — 1996
BA
Waldorf 1992 — 1994
AA
Meito High School 1990 — 1992
Sunil Bosco Rodrigues Sunil Bosco Rodrigues's Wilshire Associates Experience December 2012 - Present
Job Vice President at Wilshire Associates
Industry Computer Software
Experience
Wilshire Associates December 2012 - Present
Wilshire Associates December 2009 - December 2012
Wilshire Associates December 2005 - December 2009
Dynalivery Corporation July 2001 - December 2005
Skills
Web Application Security, Application Security, Security Architecture, Application Security..., Encryption, Intrusion Detection, Vulnerability Assessment, Penetration Testing, Apache SHIRO, REST and JSON, SOA, SaaS, Financial Analytics, Risk Analysis, Financial Analysis, Equities, Fixed Income, Performance Reporting, SQL, Agile Methodologies, Perl, Enterprise Software, Unix, SDLC, Software Engineering, Integration, Spring, C++, XML, Software Development, Web Services, C, Ant, Microsoft SQL Server, Java Enterprise Edition, Databases, Java, C#, SDL, Subversion, JavaScript, Oracle, Tomcat
Education
Missouri University of Science and Technology 1999 — 2001
Master’s Degree, Computer Sciences, 3.8/4.0
Goa University 1993 — 1997
BS, Electrical Engineering, BS
Wilshire Associates December 2012 - Present
Wilshire Associates December 2009 - December 2012
Wilshire Associates December 2005 - December 2009
Dynalivery Corporation July 2001 - December 2005
Skills
Web Application Security, Application Security, Security Architecture, Application Security..., Encryption, Intrusion Detection, Vulnerability Assessment, Penetration Testing, Apache SHIRO, REST and JSON, SOA, SaaS, Financial Analytics, Risk Analysis, Financial Analysis, Equities, Fixed Income, Performance Reporting, SQL, Agile Methodologies, Perl, Enterprise Software, Unix, SDLC, Software Engineering, Integration, Spring, C++, XML, Software Development, Web Services, C, Ant, Microsoft SQL Server, Java Enterprise Edition, Databases, Java, C#, SDL, Subversion, JavaScript, Oracle, Tomcat
Education
Missouri University of Science and Technology 1999 — 2001
Master’s Degree, Computer Sciences, 3.8/4.0
Goa University 1993 — 1997
BS, Electrical Engineering, BS
Patrick Lighaam Patrick Lighaam's Wilshire Associates Experience August 2011 - Present
Job Managing Director Consulting at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates August 2011 - Present
Symphony Asset Management LLC February 2010 - July 2011
Morgan Stanley December 2004 - September 2008
Barclays Global Investors January 2001 - September 2004
KLM Pension Funds June 1997 - October 2000
Skills
Derivatives, Asset Management, Hedge Funds, Equities, Investments, Fixed Income, Investment Management, Financial Risk, Alternative Investments, Financial Markets, Investment Strategies, Risk Management, Investment Banking, Pension Funds, ALM, Wilshire Compass
Education
Erasmus Universiteit Rotterdam 1990 — 1996
Drs., Econometrics
Wilshire Associates August 2011 - Present
Symphony Asset Management LLC February 2010 - July 2011
Morgan Stanley December 2004 - September 2008
Barclays Global Investors January 2001 - September 2004
KLM Pension Funds June 1997 - October 2000
Skills
Derivatives, Asset Management, Hedge Funds, Equities, Investments, Fixed Income, Investment Management, Financial Risk, Alternative Investments, Financial Markets, Investment Strategies, Risk Management, Investment Banking, Pension Funds, ALM, Wilshire Compass
Education
Erasmus Universiteit Rotterdam 1990 — 1996
Drs., Econometrics
Rana Hoorfar Rana Hoorfar's Wilshire Associates Experience 2007 - 2008
Job Pharmacy Technician
Industry Pharmaceuticals
Experience
Rite Aid Pharmacy March 2009 - March 2012
Peter Hankwitz Production and Management March 2006 - March 2009
Wilshire Associates 2007 - 2008
Rite Aid Pharmacy July 2003 - September 2007
Skills
Pharmacy, Insurance, Research, Community Pharmacy, Healthcare, Pharmacy Technicians, Pharmacy Automation, Prescription, Pharmacists, Data Analysis, PowerPoint, Drug Interactions
Education
Univeristy of Phoenix 2010 — 2012
Bachelors, Psychology
California State University-Northridge 2007 — 2009
Molecular Biology
Rite Aid Pharmacy March 2009 - March 2012
Peter Hankwitz Production and Management March 2006 - March 2009
Wilshire Associates 2007 - 2008
Rite Aid Pharmacy July 2003 - September 2007
Skills
Pharmacy, Insurance, Research, Community Pharmacy, Healthcare, Pharmacy Technicians, Pharmacy Automation, Prescription, Pharmacists, Data Analysis, PowerPoint, Drug Interactions
Education
Univeristy of Phoenix 2010 — 2012
Bachelors, Psychology
California State University-Northridge 2007 — 2009
Molecular Biology
Alex Xinji Wu Alex Xinji Wu's Wilshire Associates Experience January 2015 - Present
Job QA Analyst at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates January 2015 - Present
Freepoint Commodities June 2014 - August 2014
RBC October 2012 - November 2012
Skills
Quality Assurance, Test Automation, TestComplete, Quantitative Finance, Programming, Financial Engineering, Operations Research, Algorithms, C++ Language, VBA, Java, Databases, SQL, Bloomberg
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (MS), Operations Research
Beijing Normal University 2009 — 2013
Bachelor's Degree, Computer Science
Wilshire Associates January 2015 - Present
Freepoint Commodities June 2014 - August 2014
RBC October 2012 - November 2012
Skills
Quality Assurance, Test Automation, TestComplete, Quantitative Finance, Programming, Financial Engineering, Operations Research, Algorithms, C++ Language, VBA, Java, Databases, SQL, Bloomberg
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (MS), Operations Research
Beijing Normal University 2009 — 2013
Bachelor's Degree, Computer Science
Chad Kesich Chad Kesich's Wilshire Associates Experience 2012 - 2015
Job Financial Advisor Assistant at Kesich Consulting & Tax Professionals
Industry Financial Services
Experience
Kesich Consulting & Tax Professionals 2015 - Present
Wilshire Associates 2012 - 2015
BNY Mellon 2012 - 2012
Bombardier Transportation May 2010 - August 2011
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Project Management, Mutual Funds, PowerPoint, Microsoft Word, Customer Service, Social Media, Sales, Strategic Planning, Analysis, Budgets, Leadership, Marketing Strategy, Management, Forecasting, Event Planning
Education
Duquesne University 2010 — 2012
Finance, Finance
Kesich Consulting & Tax Professionals 2015 - Present
Wilshire Associates 2012 - 2015
BNY Mellon 2012 - 2012
Bombardier Transportation May 2010 - August 2011
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Project Management, Mutual Funds, PowerPoint, Microsoft Word, Customer Service, Social Media, Sales, Strategic Planning, Analysis, Budgets, Leadership, Marketing Strategy, Management, Forecasting, Event Planning
Education
Duquesne University 2010 — 2012
Finance, Finance
Jeremy Heffernan Jeremy Heffernan's Wilshire Associates Experience July 2012 - Present
Job Vice President at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates July 2012 - Present
Genworth Financial Wealth Management April 2008 - June 2012
Pacific Life April 2005 - April 2008
Manarin Investment Counsel, Ltd. May 2002 - April 2005
Ameritrade August 1999 - January 2001
Skills
Series 7, Mutual Funds, Annuities, Options, Asset Allocation, Financial Advisory, Alternative Investments, Investments, Financial Planning, Securities, Portfolio Management, Consultative Selling, Wealth Management, Asset Management, Trading, Investment Advisory, Equities, Salesforce.com, Salesforce.com..., Unified Managed Accounts, Separately Managed..., Morningstar, Asset Managment, Selling, Investment Management, 401k, ETFs, Fixed Annuities, Sales
Education
Creighton University 2002 — 2007
Master of Arts, International Relations
Iowa State University 1994 — 1999
Bachelor of Arts, History
Wilshire Associates July 2012 - Present
Genworth Financial Wealth Management April 2008 - June 2012
Pacific Life April 2005 - April 2008
Manarin Investment Counsel, Ltd. May 2002 - April 2005
Ameritrade August 1999 - January 2001
Skills
Series 7, Mutual Funds, Annuities, Options, Asset Allocation, Financial Advisory, Alternative Investments, Investments, Financial Planning, Securities, Portfolio Management, Consultative Selling, Wealth Management, Asset Management, Trading, Investment Advisory, Equities, Salesforce.com, Salesforce.com..., Unified Managed Accounts, Separately Managed..., Morningstar, Asset Managment, Selling, Investment Management, 401k, ETFs, Fixed Annuities, Sales
Education
Creighton University 2002 — 2007
Master of Arts, International Relations
Iowa State University 1994 — 1999
Bachelor of Arts, History
Joseph Dressel, CFA, CAIA's Wilshire Associates Experience 2005 - 2013
Job Vice President, Investment Advisor II at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management July 2013 - Present
Wilshire Associates 2005 - 2013
Mellon Financial Corporation 1993 - 2005
Skills
Investments, Asset Allocation, Asset Modeling, Pension Funds, Dynamic Asset Allocation, Tactical Asset..., Manager Selection, Hedge Funds, Investment Policy, Investment Policy..., Investment Strategies, Private Clients, Portfolio Management, Model Portfolios, Performance Measurement, Private Equity, Equities, Investment Advisory, Alternative Investments, Fixed Income
Education
Duquesne University
Masters in Business Administration
Duquesne University
Bachelors of Science in Business Administration
PNC Wealth Management July 2013 - Present
Wilshire Associates 2005 - 2013
Mellon Financial Corporation 1993 - 2005
Skills
Investments, Asset Allocation, Asset Modeling, Pension Funds, Dynamic Asset Allocation, Tactical Asset..., Manager Selection, Hedge Funds, Investment Policy, Investment Policy..., Investment Strategies, Private Clients, Portfolio Management, Model Portfolios, Performance Measurement, Private Equity, Equities, Investment Advisory, Alternative Investments, Fixed Income
Education
Duquesne University
Masters in Business Administration
Duquesne University
Bachelors of Science in Business Administration
Brian Caddigan's Wilshire Associates Experience June 1998 - May 2002
Job Associate Director at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics December 2014 - Present
PMAC Lending Services Inc. July 2013 - June 2014
Lewtan August 2010 - July 2013
WaMu Capital Corp. July 2004 - February 2008
Countrywide May 2002 - July 2004
Wilshire Associates June 1998 - May 2002
State Street Bank October 1996 - 1998
Skills
Capital Markets, MBS, Equities, ABS, Fixed Income, Loans, Trading, Securitization, Financial Structuring, Hedging, Portfolio Management, Mortgage Lending, Structured Finance, Bonds, Securities, Bloomberg, Valuation, Structured Products, Derivatives
Education
Boston College 1992 — 1996
BS, Finance
Moody's Analytics December 2014 - Present
PMAC Lending Services Inc. July 2013 - June 2014
Lewtan August 2010 - July 2013
WaMu Capital Corp. July 2004 - February 2008
Countrywide May 2002 - July 2004
Wilshire Associates June 1998 - May 2002
State Street Bank October 1996 - 1998
Skills
Capital Markets, MBS, Equities, ABS, Fixed Income, Loans, Trading, Securitization, Financial Structuring, Hedging, Portfolio Management, Mortgage Lending, Structured Finance, Bonds, Securities, Bloomberg, Valuation, Structured Products, Derivatives
Education
Boston College 1992 — 1996
BS, Finance
Howard Shen Howard Shen's Wilshire Associates Experience June 1995 - August 1997
Job Senior Associate, Institutional Services at Dimensional Fund Advisors
Industry Financial Services
Experience
Pacific Life July 2007 - March 2011
Roxbury Capital Management December 1999 - March 2006
Capital Group August 1997 - August 1999
Wilshire Associates June 1995 - August 1997
Skills
Portfolio Management, Strategy, Mutual Funds, Fixed Income, Financial Services, Asset Allocation, Leadership, Relationship Management, Trading, Presentations, Long-term Customer..., Alternative Investments, Due Diligence, Series 63, Investment Strategies, Securities, Insurance, Series 6, Investments, Strategic Planning, Business Strategy, Cross-functional Team..., Investment Management, Asset Management, Equities, Management, Product Development, Competitive Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2007
MBA
California Polytechnic State University-San Luis Obispo 1989 — 1995
BS, Business Administration (Finance)
Pacific Life July 2007 - March 2011
Roxbury Capital Management December 1999 - March 2006
Capital Group August 1997 - August 1999
Wilshire Associates June 1995 - August 1997
Skills
Portfolio Management, Strategy, Mutual Funds, Fixed Income, Financial Services, Asset Allocation, Leadership, Relationship Management, Trading, Presentations, Long-term Customer..., Alternative Investments, Due Diligence, Series 63, Investment Strategies, Securities, Insurance, Series 6, Investments, Strategic Planning, Business Strategy, Cross-functional Team..., Investment Management, Asset Management, Equities, Management, Product Development, Competitive Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2007
MBA
California Polytechnic State University-San Luis Obispo 1989 — 1995
BS, Business Administration (Finance)
Ed Mettelman Ed Mettelman's Wilshire Associates Experience June 1984 - May 1988
Job Managing Director at Investment Strategies Fund, LP
Industry Financial Services
Experience
Investment Strategies Fund, LP September 2009 - Present
The Westport Funds January 2008 - Present
Ganeden Biotech 2004 - Present
Hartwick College September 1996 - May 2010
Neuberger Berman June 1988 - November 2001
Wilshire Associates June 1984 - May 1988
Citibank May 1978 - May 1984
Skills
Strategic Planning, Hedge Funds, Public Speaking
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1976 — 1978
MBA, Finance and Applied Economics
Hartwick College 1972 — 1976
BA, Economics
New Hartford High School 1968 — 1972
NYS Regents Diploma, College prepratory
Investment Strategies Fund, LP September 2009 - Present
The Westport Funds January 2008 - Present
Ganeden Biotech 2004 - Present
Hartwick College September 1996 - May 2010
Neuberger Berman June 1988 - November 2001
Wilshire Associates June 1984 - May 1988
Citibank May 1978 - May 1984
Skills
Strategic Planning, Hedge Funds, Public Speaking
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1976 — 1978
MBA, Finance and Applied Economics
Hartwick College 1972 — 1976
BA, Economics
New Hartford High School 1968 — 1972
NYS Regents Diploma, College prepratory
Mark Majka,CFA Mark Majka,CFA's Wilshire Associates Experience 1991 - 1996
Job Managing Partner at MJM Investment Advisors, LLC
Industry Investment Management
Experience
MJM Investment Advisors, LLC July 2011 - Present
BNP Asset Management June 2003 - June 2011
Scudder Investments June 2001 - December 2002
Baring Asset Management 1996 - 2001
Wilshire Associates 1991 - 1996
Skills
Portfolio Management, Equities, Investments, Asset Management
Education
Duquesne University 1990 — 1992
MBA
Saint Bonaventure University 1982 — 1986
BBA, Finance
MJM Investment Advisors, LLC July 2011 - Present
BNP Asset Management June 2003 - June 2011
Scudder Investments June 2001 - December 2002
Baring Asset Management 1996 - 2001
Wilshire Associates 1991 - 1996
Skills
Portfolio Management, Equities, Investments, Asset Management
Education
Duquesne University 1990 — 1992
MBA
Saint Bonaventure University 1982 — 1986
BBA, Finance
Naomi Shayer Naomi Shayer's Wilshire Associates Experience August 2007 - December 2009
Job CPA Consulting
Industry Accounting
Experience
Front Range Community College January 2014 - Present
NS Consulting June 2012 - Present
Cahill, O'Kelly & Associates, PC December 2011 - July 2012
WTAS January 2010 - April 2011
Wilshire Associates August 2007 - December 2009
KPMG July 2005 - May 2007
Skills
Tax, Partnership Taxation, CPA, Tax Accounting, GAAP, Accounting, Financial Analysis, Financial Reporting, Tax Research, Corporate Tax, Due Diligence, Financial Accounting, Alternative Investments, Financial Modeling
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBT, Masters in Business Taxation
California State University-Northridge 2003 — 2005
Bachelor of Science (B.S.), Accountancy
Front Range Community College January 2014 - Present
NS Consulting June 2012 - Present
Cahill, O'Kelly & Associates, PC December 2011 - July 2012
WTAS January 2010 - April 2011
Wilshire Associates August 2007 - December 2009
KPMG July 2005 - May 2007
Skills
Tax, Partnership Taxation, CPA, Tax Accounting, GAAP, Accounting, Financial Analysis, Financial Reporting, Tax Research, Corporate Tax, Due Diligence, Financial Accounting, Alternative Investments, Financial Modeling
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBT, Masters in Business Taxation
California State University-Northridge 2003 — 2005
Bachelor of Science (B.S.), Accountancy
Andrew Hoffman, CCNA Andrew Hoffman, CCNA's Wilshire Associates Experience January 2015 - April 2015
Job Security Analyst at Children’s Hospital of Orange County (CHOC Children's)
Industry Information Technology and Services
Experience
Children’s Hospital of Orange County (CHOC Children's) June 2015 - Present
Los Angeles Biomedical Research Institute at Harbor-UCLA Medical Center April 2015 - June 2015
Wilshire Associates January 2015 - April 2015
Trustwave October 2013 - April 2014
Wells Fargo October 2012 - May 2013
Healthsense September 2012 - March 2013
Single Point of Contact July 2011 - February 2012
Macky Solutions July 2009 - January 2011
Ubisec Systems November 2009 - March 2010
Best Buy September 2007 - June 2009
Skills
Cisco Call Manager, Cisco Catalyst Switches, Cisco IOS, Catalyst Switches, Network Architecture, Troubleshooting, Networking, Cisco Technologies, WAN, Routers, CCNA, Technical Support, VPN, Hardware, System Deployment, VoIP, Network Security, Data Center, Servers
Education
Brown College 2000 — 2002
2 Year, Computer Programming
Children’s Hospital of Orange County (CHOC Children's) June 2015 - Present
Los Angeles Biomedical Research Institute at Harbor-UCLA Medical Center April 2015 - June 2015
Wilshire Associates January 2015 - April 2015
Trustwave October 2013 - April 2014
Wells Fargo October 2012 - May 2013
Healthsense September 2012 - March 2013
Single Point of Contact July 2011 - February 2012
Macky Solutions July 2009 - January 2011
Ubisec Systems November 2009 - March 2010
Best Buy September 2007 - June 2009
Skills
Cisco Call Manager, Cisco Catalyst Switches, Cisco IOS, Catalyst Switches, Network Architecture, Troubleshooting, Networking, Cisco Technologies, WAN, Routers, CCNA, Technical Support, VPN, Hardware, System Deployment, VoIP, Network Security, Data Center, Servers
Education
Brown College 2000 — 2002
2 Year, Computer Programming
Nathan van Moppes Nathan van Moppes's Wilshire Associates Experience February 2013 - Present
Job Senior Analyst at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates February 2013 - Present
E*TRADE Financial August 2010 - February 2013
Eqis Capital Management August 2009 - June 2010
Scottrade January 2007 - September 2007
AXA Advisors August 2006 - December 2006
Skills
Bloomberg, Reuters, Microsoft Excel, Access, Capital Markets, Asset Allocation, Fixed Income, Risk Management, Investments, Banking
Education
California State University-Northridge 2006 — 2008
Bachelor of Science (B.S.), Finance
Wilshire Associates February 2013 - Present
E*TRADE Financial August 2010 - February 2013
Eqis Capital Management August 2009 - June 2010
Scottrade January 2007 - September 2007
AXA Advisors August 2006 - December 2006
Skills
Bloomberg, Reuters, Microsoft Excel, Access, Capital Markets, Asset Allocation, Fixed Income, Risk Management, Investments, Banking
Education
California State University-Northridge 2006 — 2008
Bachelor of Science (B.S.), Finance
Michael Sylvester, CIMA® Michael Sylvester, CIMA®'s Wilshire Associates Experience 2015 - Present
Job Vice President at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates 2015 - Present
Fortigent, LLC 2012 - 2015
Fortigent, LLC 2012 - 2015
J.P. Morgan 2010 - 2011
Fidelity Investments 2005 - 2010
Education
Wharton School, University of Pennsylvania
CIMA
Fordham University - Graduate School of Business Administration 2009 — 2011
Master of Business Administration (M.B.A.)
Virginia Polytechnic Institute and State University - Pamplin College of Business
Bachelor of Science (BS)
Loyola Blakefield
Wilshire Associates 2015 - Present
Fortigent, LLC 2012 - 2015
Fortigent, LLC 2012 - 2015
J.P. Morgan 2010 - 2011
Fidelity Investments 2005 - 2010
Education
Wharton School, University of Pennsylvania
CIMA
Fordham University - Graduate School of Business Administration 2009 — 2011
Master of Business Administration (M.B.A.)
Virginia Polytechnic Institute and State University - Pamplin College of Business
Bachelor of Science (BS)
Loyola Blakefield
Reza Pishva Reza Pishva's Wilshire Associates Experience June 2015 - Present
Job Vice President and Counsel Wilshire Private Markets
Industry Law Practice
Experience
Wilshire Associates June 2015 - Present
Dechert LLP September 2000 - June 2015
Skills
Private Equity, Venture Capital, Capital Markets, Hedge Funds, Corporate Law, Securities, Securities Regulation, Investments, Asset Management, Mutual Funds, Financial Services, Alternative Investments, Investment Advisers Act, Financial Structuring
Education
American University, Washington College of Law 1997 — 2000
Doctor of Law (JD)
American University - Kogod School of Business 1997 — 2000
Master of Business Administration (MBA)
Northwestern University 1993 — 1997
Bachelor of Arts (BA), Economics, Political Science
Wilshire Associates June 2015 - Present
Dechert LLP September 2000 - June 2015
Skills
Private Equity, Venture Capital, Capital Markets, Hedge Funds, Corporate Law, Securities, Securities Regulation, Investments, Asset Management, Mutual Funds, Financial Services, Alternative Investments, Investment Advisers Act, Financial Structuring
Education
American University, Washington College of Law 1997 — 2000
Doctor of Law (JD)
American University - Kogod School of Business 1997 — 2000
Master of Business Administration (MBA)
Northwestern University 1993 — 1997
Bachelor of Arts (BA), Economics, Political Science
Todd Brunskill Todd Brunskill's Wilshire Associates Experience May 1997 - February 1999
Job
Industry Financial Services
Experience
SunGard Financial Systems October 2014 - Present
Informa Investment Solutions June 2014 - October 2014
First Rate July 2000 - May 2014
Annuity Board of the Southern Baptist Convention February 1999 - July 2000
Wilshire Associates May 1997 - February 1999
NationsBank 1988 - 1997
Arrows Soccer 1988 - 1989
Arrows Soccer 1988 - 1989
Fidelity Investments January 1985 - August 1988
Skills
Investment Management, Investments, Performance Measurement, Third Party Vendor..., Sales, Direct Sales, Sales Presentations, Marketing, Direct Marketing, Customer Service, Customer Oriented, Building Relationships, Relationship Management, Business Relationship..., Event Management, Account Management, Operations Management, Fund Accounting, Financial Analysis, Mutual Funds, Alternative Investments, Fixed Income, Leadership, Securities, Analysis, Financial Services, Portfolio Management, Banking, Management, Wealth Management, Equities, Valuation, Investment Strategies, Investment Advisory, Executive Management, Bloomberg, Asset Allocation, Strategic Financial..., Strategy, Strategic Partnerships, Financial Modeling, Asset Management, Risk Management, Finance, CRM, Business Analysis, Analytics, Consulting, Process Improvement, Capital Markets
Education
Hardin-Simmons University 1982 — 1984
BBA, Finance
Chapman University 1980 — 1982
Finance
SunGard Financial Systems October 2014 - Present
Informa Investment Solutions June 2014 - October 2014
First Rate July 2000 - May 2014
Annuity Board of the Southern Baptist Convention February 1999 - July 2000
Wilshire Associates May 1997 - February 1999
NationsBank 1988 - 1997
Arrows Soccer 1988 - 1989
Arrows Soccer 1988 - 1989
Fidelity Investments January 1985 - August 1988
Skills
Investment Management, Investments, Performance Measurement, Third Party Vendor..., Sales, Direct Sales, Sales Presentations, Marketing, Direct Marketing, Customer Service, Customer Oriented, Building Relationships, Relationship Management, Business Relationship..., Event Management, Account Management, Operations Management, Fund Accounting, Financial Analysis, Mutual Funds, Alternative Investments, Fixed Income, Leadership, Securities, Analysis, Financial Services, Portfolio Management, Banking, Management, Wealth Management, Equities, Valuation, Investment Strategies, Investment Advisory, Executive Management, Bloomberg, Asset Allocation, Strategic Financial..., Strategy, Strategic Partnerships, Financial Modeling, Asset Management, Risk Management, Finance, CRM, Business Analysis, Analytics, Consulting, Process Improvement, Capital Markets
Education
Hardin-Simmons University 1982 — 1984
BBA, Finance
Chapman University 1980 — 1982
Finance
Amanda Schaffer Amanda Schaffer's Wilshire Associates Experience June 2000 - June 2002
Job Professional Services Data Architect at MaintenanceNet
Industry Computer Software
Experience
MaintenanceNet May 2014 - Present
MaintenanceNet November 2012 - May 2014
Pacific Crest Trail April 2012 - October 2012
GMI (formerly Audit Integrity) January 2008 - April 2012
SMS.ac September 2002 - December 2007
Wilshire Associates June 2000 - June 2002
Skills
Microsoft SQL Server, SSIS, T-SQL, ETL, Software Development, XML, Agile Methodologies, Data Warehousing, ASP.NET, Database Design, JavaScript, SQL, C#, Databases, Web Development, SSRS, IIS, Java
Education
Caltech 1996 — 2000
B.S., Computer Science
MaintenanceNet May 2014 - Present
MaintenanceNet November 2012 - May 2014
Pacific Crest Trail April 2012 - October 2012
GMI (formerly Audit Integrity) January 2008 - April 2012
SMS.ac September 2002 - December 2007
Wilshire Associates June 2000 - June 2002
Skills
Microsoft SQL Server, SSIS, T-SQL, ETL, Software Development, XML, Agile Methodologies, Data Warehousing, ASP.NET, Database Design, JavaScript, SQL, C#, Databases, Web Development, SSRS, IIS, Java
Education
Caltech 1996 — 2000
B.S., Computer Science
Jeff Girard Jeff Girard's Wilshire Associates Experience June 1998 - September 1999
Job Member of Americas Server Delivery Team at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard October 2012 - Present
Hewlett-Packard January 2011 - September 2012
Hewlett Packard April 2004 - March 2012
Hewlett-Packard January 2009 - January 2011
Delphi July 2002 - February 2004
L-3 Communications June 1998 - March 2002
Wilshire Associates June 1998 - September 1999
Wilshire Associates December 1984 - June 1998
Skills
Servers, Windows Server, ITIL, Incident Management, Patch Management, Scripting, Backup Solutions, Opsware, VMware Certified..., IT Service Management, Unix, Security, Hardware, IT Operations, Networking, Operating Systems, Infrastructure, HP, Troubleshooting, Technical Support, Data Center, HP-UX, System Deployment, Service Delivery, Disaster Recovery
Education
Walsh College of Accountancy and Business Administration 2006 — 2008
Bachelor of Science, Business Information Technology, Summa Cum Laude
Oakland Community College 2004 — 2006
Walsh Prerequisites, General Ed
College of the Canyons 1989 — 1991
Associate of Science (AS), Computer Science
Hewlett-Packard October 2012 - Present
Hewlett-Packard January 2011 - September 2012
Hewlett Packard April 2004 - March 2012
Hewlett-Packard January 2009 - January 2011
Delphi July 2002 - February 2004
L-3 Communications June 1998 - March 2002
Wilshire Associates June 1998 - September 1999
Wilshire Associates December 1984 - June 1998
Skills
Servers, Windows Server, ITIL, Incident Management, Patch Management, Scripting, Backup Solutions, Opsware, VMware Certified..., IT Service Management, Unix, Security, Hardware, IT Operations, Networking, Operating Systems, Infrastructure, HP, Troubleshooting, Technical Support, Data Center, HP-UX, System Deployment, Service Delivery, Disaster Recovery
Education
Walsh College of Accountancy and Business Administration 2006 — 2008
Bachelor of Science, Business Information Technology, Summa Cum Laude
Oakland Community College 2004 — 2006
Walsh Prerequisites, General Ed
College of the Canyons 1989 — 1991
Associate of Science (AS), Computer Science
Andrew Wampler's Wilshire Associates Experience 2000 - 2001
Job Vice President at Mountain States Health Alliance
Industry Hospital & Health Care
Experience
Mountain States Health Alliance July 2014 - Present
Mountain States Health Alliance March 2010 - June 2014
Mountain States Health Alliance June 2007 - July 2010
Mountain States Health Alliance August 2004 - June 2007
Mountain States Health Alliance June 2001 - August 2004
Wilshire Associates 2000 - 2001
Skills
Financial Analysis, Healthcare, Hospitals, Process Improvement, Healthcare Management, Budget, Healthcare Information..., Strategic Planning, Team Building, Data Analysis, Leadership, Finance, Physician Relations, Healthcare Consulting, Access
Education
East Tennessee State University 2004 — 2006
MBA, Business
East Tennessee State University 1998 — 1999
Bachelor of Business Administration, Finance
Mountain States Health Alliance July 2014 - Present
Mountain States Health Alliance March 2010 - June 2014
Mountain States Health Alliance June 2007 - July 2010
Mountain States Health Alliance August 2004 - June 2007
Mountain States Health Alliance June 2001 - August 2004
Wilshire Associates 2000 - 2001
Skills
Financial Analysis, Healthcare, Hospitals, Process Improvement, Healthcare Management, Budget, Healthcare Information..., Strategic Planning, Team Building, Data Analysis, Leadership, Finance, Physician Relations, Healthcare Consulting, Access
Education
East Tennessee State University 2004 — 2006
MBA, Business
East Tennessee State University 1998 — 1999
Bachelor of Business Administration, Finance
Dawna King Dawna King's Wilshire Associates Experience August 2007 - March 2011
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
Wilshire Associates August 2007 - March 2011
SSI Investment Management April 2006 - February 2007
Contractor January 2002 - December 2005
Banc of America Capital Management October 2000 - December 2001
Northern Trust Global Investments January 1998 - January 2000
Northern Trust January 1994 - January 1998
Skills
Asset Managment, Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds, Investment Strategies, Capital Markets, Investment Management, Securities, Wealth Management, Financial Services, Due Diligence, Investment Advisory, Strategy, Asset Management, Banking, Relationship Management
Education
Golden Gate University
Master of Business Administration (M.B.A.), Business Administration and Management
San Diego State University
BA
BNY Mellon October 2012 - Present
Wilshire Associates August 2007 - March 2011
SSI Investment Management April 2006 - February 2007
Contractor January 2002 - December 2005
Banc of America Capital Management October 2000 - December 2001
Northern Trust Global Investments January 1998 - January 2000
Northern Trust January 1994 - January 1998
Skills
Asset Managment, Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds, Investment Strategies, Capital Markets, Investment Management, Securities, Wealth Management, Financial Services, Due Diligence, Investment Advisory, Strategy, Asset Management, Banking, Relationship Management
Education
Golden Gate University
Master of Business Administration (M.B.A.), Business Administration and Management
San Diego State University
BA
Raymond Tsang Raymond Tsang's Wilshire Associates Experience September 2004 - November 2010
Job Principal Software Engineer at EMC
Industry Computer Software
Experience
EMC November 2010 - Present
Wilshire Associates September 2004 - November 2010
SeeBeyond Technology July 1998 - September 2004
DbGen July 1998 - July 2000
Wilshire Associates January 1996 - July 1998
San Diego Supercomputer Center June 1995 - December 1995
Skills
J2EE, REST, Enterprise Architecture, Software Architectural..., Solution Architecture, Business Analytics, Test Driven Development, Test Automation, Performance Tuning, PKI, Java, C#, Python, SQL, PHP, Perl, Shell Scripting, SOA, Web Services, SSL, Encryption, UML, Linux, Gentoo Linux, OpenSSL, Spring, Spring Framework, Drupal, Web Servers, Tomcat, Cassandra, Microsoft SQL Server, MySQL, PostgreSQL, RabbitMQ, MSMQ, Eclipse, Hibernate, Apache Camel, NumPy, SciPy, Software Development, Object Oriented Design, Distributed Systems, Agile Methodologies, Network Security, Business Intelligence, Google Analytics
Education
Brandeis University 2014 — 2017
Master of Science, Strategic Analytics
University of California, San Diego 1993 — 1995
BS, Computer Science & Engineering
Santa Monica College 1991 — 1993
General Education
EMC November 2010 - Present
Wilshire Associates September 2004 - November 2010
SeeBeyond Technology July 1998 - September 2004
DbGen July 1998 - July 2000
Wilshire Associates January 1996 - July 1998
San Diego Supercomputer Center June 1995 - December 1995
Skills
J2EE, REST, Enterprise Architecture, Software Architectural..., Solution Architecture, Business Analytics, Test Driven Development, Test Automation, Performance Tuning, PKI, Java, C#, Python, SQL, PHP, Perl, Shell Scripting, SOA, Web Services, SSL, Encryption, UML, Linux, Gentoo Linux, OpenSSL, Spring, Spring Framework, Drupal, Web Servers, Tomcat, Cassandra, Microsoft SQL Server, MySQL, PostgreSQL, RabbitMQ, MSMQ, Eclipse, Hibernate, Apache Camel, NumPy, SciPy, Software Development, Object Oriented Design, Distributed Systems, Agile Methodologies, Network Security, Business Intelligence, Google Analytics
Education
Brandeis University 2014 — 2017
Master of Science, Strategic Analytics
University of California, San Diego 1993 — 1995
BS, Computer Science & Engineering
Santa Monica College 1991 — 1993
General Education
James Quinn CPA, MBA, CFE James Quinn CPA, MBA, CFE's Wilshire Associates Experience 2007 - 2007
Job Senior Forfeiture Financial Specialist at Forfeiture Support Associates Department of Justice
Industry Government Administration
Experience
Forfeiture Support Associates - Department of Justice 2010 - Present
St. Jude Medical 2008 - 2009
Wilshire Associates 2007 - 2007
Pfizer 2002 - 2007
Arthur Andersen 2000 - 2002
Skills
Auditing, Forecasting, Budget, Financial Analysis, Policy, Financial Reporting, Accounting, Internal Controls, Budgets, GAAP, Accounts Payable, Fraud, Analysis, Finance, Financial Statements, Financial Risk, Training, Consolidation, Financial Accounting, Forensic Accounting, Variance Analysis, Financial Modeling, Sarbanes-Oxley, Internal Audit, General Ledger, Sarbanes-Oxley Act, External Audit, Fixed Assets, Account Reconciliation, CPA
Education
Fordham University - Graduate School of Business Administration 2005 — 2008
MBA, Corporate Finance
Tulane University 1997 — 2000
BSM, Accounting
Forfeiture Support Associates - Department of Justice 2010 - Present
St. Jude Medical 2008 - 2009
Wilshire Associates 2007 - 2007
Pfizer 2002 - 2007
Arthur Andersen 2000 - 2002
Skills
Auditing, Forecasting, Budget, Financial Analysis, Policy, Financial Reporting, Accounting, Internal Controls, Budgets, GAAP, Accounts Payable, Fraud, Analysis, Finance, Financial Statements, Financial Risk, Training, Consolidation, Financial Accounting, Forensic Accounting, Variance Analysis, Financial Modeling, Sarbanes-Oxley, Internal Audit, General Ledger, Sarbanes-Oxley Act, External Audit, Fixed Assets, Account Reconciliation, CPA
Education
Fordham University - Graduate School of Business Administration 2005 — 2008
MBA, Corporate Finance
Tulane University 1997 — 2000
BSM, Accounting
Brian Bubrick Brian Bubrick's Wilshire Associates Experience July 2014 - Present
Job Financial Analyst
Industry Investment Banking
Experience
Wilshire Associates July 2014 - Present
Excellent Education Development September 2012 - July 2014
MRB Productions April 2011 - August 2011
Cbeyond September 2009 - February 2010
Skills
QuickBooks, Microsoft Excel, Accounts Payable, Microsoft Office, PowerPoint, Spreadsheets, Accounting, Sales, GAAP, Cold Calling, Sales Process, Financial Reporting, Financial Analysis, Sales Presentations, Customer Service, Analysis, Research, Process Improvement, File Management, Nonprofits, Account Management, General Ledger, Account Reconciliation, Financial Statements, Fixed Assets, Accruals, Social Media, Social Networking, Public Speaking, Journal Entries, Variance Analysis, Revenue Recognition, Accounts Receivable, Payroll Taxes, Payroll, Bookkeeping, Event Planning, Real Estate
Education
California State University-Los Angeles 2004 — 2008
Bachelors of Science, Business Administration: Finance
Wilshire Associates July 2014 - Present
Excellent Education Development September 2012 - July 2014
MRB Productions April 2011 - August 2011
Cbeyond September 2009 - February 2010
Skills
QuickBooks, Microsoft Excel, Accounts Payable, Microsoft Office, PowerPoint, Spreadsheets, Accounting, Sales, GAAP, Cold Calling, Sales Process, Financial Reporting, Financial Analysis, Sales Presentations, Customer Service, Analysis, Research, Process Improvement, File Management, Nonprofits, Account Management, General Ledger, Account Reconciliation, Financial Statements, Fixed Assets, Accruals, Social Media, Social Networking, Public Speaking, Journal Entries, Variance Analysis, Revenue Recognition, Accounts Receivable, Payroll Taxes, Payroll, Bookkeeping, Event Planning, Real Estate
Education
California State University-Los Angeles 2004 — 2008
Bachelors of Science, Business Administration: Finance
Brandon Lopez, CFA Brandon Lopez, CFA's Wilshire Associates Experience January 2013 - August 2015
Job Client Portfolio Manager at Aristotle Capital Management, LLC
Industry Investment Management
Experience
Aristotle Capital Management, LLC August 2015 - Present
Wilshire Associates January 2013 - August 2015
Edward Jones June 2011 - December 2012
Brown-Forman May 2008 - January 2009
Skills
Investment Advisory, Mutual Funds, Financial Analysis, Financial Modeling, Investments, Economics, Corporate Finance, Data Analysis, Capital Markets, Analysis, Microsoft Excel, Series 7, Statistics, Valuation, Finance, Equities
Education
Washington University in St. Louis - Olin Business School 2010 — 2011
MS, Finance
Georgetown College 2005 — 2009
BSBA, Finance, Economics
Aristotle Capital Management, LLC August 2015 - Present
Wilshire Associates January 2013 - August 2015
Edward Jones June 2011 - December 2012
Brown-Forman May 2008 - January 2009
Skills
Investment Advisory, Mutual Funds, Financial Analysis, Financial Modeling, Investments, Economics, Corporate Finance, Data Analysis, Capital Markets, Analysis, Microsoft Excel, Series 7, Statistics, Valuation, Finance, Equities
Education
Washington University in St. Louis - Olin Business School 2010 — 2011
MS, Finance
Georgetown College 2005 — 2009
BSBA, Finance, Economics
Jack Wildermuth, CFA, CAIA's Wilshire Associates Experience 1997 - 1998
Job Global Equities at Harris Associates
Industry Investment Management
Experience
Harris Associates April 2008 - Present
Research Affiliates 2006 - 2008
Stratford Advisory Group, Inc 1998 - 2006
Wilshire Associates 1997 - 1998
US Army 1989 - 1993
Education
Duke University - The Fuqua School of Business 1993 — 1995
M.B.A., Finance
United States Military Academy at West Point 1985 — 1989
B.S., Finance
Harris Associates April 2008 - Present
Research Affiliates 2006 - 2008
Stratford Advisory Group, Inc 1998 - 2006
Wilshire Associates 1997 - 1998
US Army 1989 - 1993
Education
Duke University - The Fuqua School of Business 1993 — 1995
M.B.A., Finance
United States Military Academy at West Point 1985 — 1989
B.S., Finance
Emily Colella's Wilshire Associates Experience May 1998 - April 2002
Job Managing Director at Palmer Square Capital Management LLC
Industry Financial Services
Experience
Palmer Square Capital Management LLC September 2012 - Present
SSI Investment Management February 2009 - August 2012
Artisan Partners April 2002 - October 2008
Wilshire Associates May 1998 - April 2002
Columbus Circle Investors 1995 - 1998
Education
Mount Holyoke College 1991 — 1995
BA, Political Science & Sociology
The Buckley School 1989 — 1991
High School
Amherst College
Amherst College
Amherst College
Palmer Square Capital Management LLC September 2012 - Present
SSI Investment Management February 2009 - August 2012
Artisan Partners April 2002 - October 2008
Wilshire Associates May 1998 - April 2002
Columbus Circle Investors 1995 - 1998
Education
Mount Holyoke College 1991 — 1995
BA, Political Science & Sociology
The Buckley School 1989 — 1991
High School
Amherst College
Amherst College
Amherst College
Tim Joo Tim Joo's Wilshire Associates Experience June 2015 - Present
Job Analyst at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates June 2015 - Present
Uris Library January 2012 - May 2015
NYS Water Resource Institute May 2014 - December 2014
Children's Hospital Los Angeles (CHLA) May 2011 - August 2011
American Youth Symphony September 2008 - May 2010
Skills
Microsoft Office, C, Visual Basic, MATLAB, ArcGIS, Microsoft Excel, R, AMPL
Education
Cornell University 2010 — 2015
Bachelor of Arts (B.A.), Mathematics
Wilshire Associates June 2015 - Present
Uris Library January 2012 - May 2015
NYS Water Resource Institute May 2014 - December 2014
Children's Hospital Los Angeles (CHLA) May 2011 - August 2011
American Youth Symphony September 2008 - May 2010
Skills
Microsoft Office, C, Visual Basic, MATLAB, ArcGIS, Microsoft Excel, R, AMPL
Education
Cornell University 2010 — 2015
Bachelor of Arts (B.A.), Mathematics
Matt Roehr, CFA Matt Roehr, CFA's Wilshire Associates Experience 1988 - 1989
Job Principal & Portfolio Manager, Equities at Northwest Investment Counselors, LLC
Industry Financial Services
Experience
Northwest Investment Counselors, LLC April 1998 - Present
Brueggeman & Johnson 1989 - 1991
Wilshire Associates 1988 - 1989
Skills
I don't accept...
Education
UC Santa Barbara 1991 — 1993
Master of Arts (M.A.), Economics
Claremont McKenna College 1983 — 1988
Bachelor of Arts (B.A.), Economics
Northwest Investment Counselors, LLC April 1998 - Present
Brueggeman & Johnson 1989 - 1991
Wilshire Associates 1988 - 1989
Skills
I don't accept...
Education
UC Santa Barbara 1991 — 1993
Master of Arts (M.A.), Economics
Claremont McKenna College 1983 — 1988
Bachelor of Arts (B.A.), Economics
Michael Okayama Michael Okayama's Wilshire Associates Experience November 2010 - Present
Job Information Technology Manager at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates November 2010 - Present
Matolas February 2009 - October 2010
Kitesurfari, Inc. (KSI) December 2001 - January 2009
SMC Networks October 2000 - November 2001
County of Orange August 1998 - October 2000
Skills
Technical Support, Senior Service Desk..., IT Service Management, IT Procurement, Project Management, SQL, Network Administration, Help Desk Support, Wireless Networking, Service Desk, Incident Management, ITIL, IT Operations, Snowboarding, Service-Now, BMC - Service Desk, ServiceNow, Help Desk Implementation, Microsoft Technologies, Operations Management, Sales, Sales Management, Web Services, Web Marketing, Web Design, Business Networking, MS Office, MS SharePoint, AntiVirus, Information Technology
Education
California State University-Long Beach
Bachelor's degree, Business Administration - Business Computer Methods
Wilshire Associates November 2010 - Present
Matolas February 2009 - October 2010
Kitesurfari, Inc. (KSI) December 2001 - January 2009
SMC Networks October 2000 - November 2001
County of Orange August 1998 - October 2000
Skills
Technical Support, Senior Service Desk..., IT Service Management, IT Procurement, Project Management, SQL, Network Administration, Help Desk Support, Wireless Networking, Service Desk, Incident Management, ITIL, IT Operations, Snowboarding, Service-Now, BMC - Service Desk, ServiceNow, Help Desk Implementation, Microsoft Technologies, Operations Management, Sales, Sales Management, Web Services, Web Marketing, Web Design, Business Networking, MS Office, MS SharePoint, AntiVirus, Information Technology
Education
California State University-Long Beach
Bachelor's degree, Business Administration - Business Computer Methods
Ryan Lennie Ryan Lennie's Wilshire Associates Experience May 2015 - Present
Job Managing Director at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates May 2015 - Present
Gallagher Fiduciary Advisors February 2013 - May 2015
Gallagher Fiduciary Advisors March 2008 - February 2013
Gallagher Fiduciary Advisors (formerly Yanni Partners) August 2005 - March 2008
Emory Investment Management May 2004 - May 2005
Skills
Investment Advisory, Alternative Investments, Research, Financial Modeling, Risk Management, Investments, Hedge Funds, Asset Management, Mutual Funds, Equities, Asset Allocation, Investment Strategies, Investment Management, Portfolio Management, Private Equity, Fixed Income
Education
Emory University - Goizueta Business School 2003 — 2005
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Penn State University 1997 — 2001
Bachelor of Science (B.S.), Mechanical Engineering
Wilshire Associates May 2015 - Present
Gallagher Fiduciary Advisors February 2013 - May 2015
Gallagher Fiduciary Advisors March 2008 - February 2013
Gallagher Fiduciary Advisors (formerly Yanni Partners) August 2005 - March 2008
Emory Investment Management May 2004 - May 2005
Skills
Investment Advisory, Alternative Investments, Research, Financial Modeling, Risk Management, Investments, Hedge Funds, Asset Management, Mutual Funds, Equities, Asset Allocation, Investment Strategies, Investment Management, Portfolio Management, Private Equity, Fixed Income
Education
Emory University - Goizueta Business School 2003 — 2005
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Penn State University 1997 — 2001
Bachelor of Science (B.S.), Mechanical Engineering
Dan Jeung Dan Jeung's Wilshire Associates Experience March 1999 - February 2005
Job Marriage and Family Therapy Intern at Asian American Christian Counseling Service
Industry Mental Health Care
Experience
Asian American Christian Counseling Service, Inc. March 2015 - Present
Fuller Psychological and Family Services March 2012 - October 2014
Western Asset Management November 2008 - May 2009
Kayne Anderson Rudnick August 2005 - November 2008
Wilshire Associates March 1999 - February 2005
Skills
Analytics, Performance Measurement, Client Services, Investment Management, Recruiting, Family Therapy, Group Therapy, Adolescents, Psychotherapy, Mental Health, CBT, Mental Health Counseling, Counseling Psychology, Psychology, Crisis Intervention, Therapists, Anger Management, Life Transitions, Grief Counseling, Social Services, Quantitative Research, Financial Services
Education
Fuller Theological Seminary 2011 — 2013
MS Marriage and Family Therapy, Marriage and Family Therapy/Counseling
University of California, Los Angeles 1994 — 1998
B.A., Business Economics, Minors in Accounting and Asian American Studies
Asian American Christian Counseling Service, Inc. March 2015 - Present
Fuller Psychological and Family Services March 2012 - October 2014
Western Asset Management November 2008 - May 2009
Kayne Anderson Rudnick August 2005 - November 2008
Wilshire Associates March 1999 - February 2005
Skills
Analytics, Performance Measurement, Client Services, Investment Management, Recruiting, Family Therapy, Group Therapy, Adolescents, Psychotherapy, Mental Health, CBT, Mental Health Counseling, Counseling Psychology, Psychology, Crisis Intervention, Therapists, Anger Management, Life Transitions, Grief Counseling, Social Services, Quantitative Research, Financial Services
Education
Fuller Theological Seminary 2011 — 2013
MS Marriage and Family Therapy, Marriage and Family Therapy/Counseling
University of California, Los Angeles 1994 — 1998
B.A., Business Economics, Minors in Accounting and Asian American Studies
Vivek Bhadane's Wilshire Associates Experience February 2013 - May 2015
Job Senior SQL Engineer at ServiceTitan
Industry Computer Software
Experience
ServiceTitan June 2015 - Present
Wilshire Associates February 2013 - May 2015
RepSpark Systems March 2011 - February 2013
Divine Imaging Inc April 2009 - December 2010
Vodafone October 2007 - July 2008
Skills
Microsoft SQL Server, SQL, .NET, PL/SQL, T-SQL, SSRS, SSIS, Business Intelligence, ETL, Database Design, Data Warehousing, Databases, C#, ASP.NET, Oracle, Visual Basic, JavaScript, Visual Studio
Education
California State University-Long Beach 2008 — 2010
Computer Science, Master, Computer Science
NDMVP COE Nasik 2003 — 2007
Bachelors of Engineering, Computer Engineering
ServiceTitan June 2015 - Present
Wilshire Associates February 2013 - May 2015
RepSpark Systems March 2011 - February 2013
Divine Imaging Inc April 2009 - December 2010
Vodafone October 2007 - July 2008
Skills
Microsoft SQL Server, SQL, .NET, PL/SQL, T-SQL, SSRS, SSIS, Business Intelligence, ETL, Database Design, Data Warehousing, Databases, C#, ASP.NET, Oracle, Visual Basic, JavaScript, Visual Studio
Education
California State University-Long Beach 2008 — 2010
Computer Science, Master, Computer Science
NDMVP COE Nasik 2003 — 2007
Bachelors of Engineering, Computer Engineering
Amreet Saini Amreet Saini's Wilshire Associates Experience June 2008 - August 2015
Job Relationship Manager, Vice President Consultant Relations at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors August 2015 - Present
Wilshire Associates June 2008 - August 2015
Western Asset Management February 2007 - June 2008
The Bank of New York Mellon April 2006 - January 2007
GSA September 2002 - April 2006
U.S. Department of Education August 1999 - September 2002
Skills
Bloomberg, Asset Managment, Fixed Income, Morningstar Direct, Dynamic Asset Allocation, Investments, Portfolio Management, Equities, Alternative Investments, Fund Of Funds, Hedge Funds, Investment Strategies, Investment Management, Mutual Funds, Equity Research, Wealth Management, Asset Allocation, Capital Markets, Quantitative Analytics, Investment Advisory, Bloomberg Terminal, Asset Management, Performance Attribution, Derivatives, Financial Markets, ETFs, Institutional..., Trading, Series 63
Education
Boston University 2001 — 2006
Bachelor of Arts (B.A.), Mathematics and Philosophy
Boston Latin School 1996 — 2001
Allianz Global Investors August 2015 - Present
Wilshire Associates June 2008 - August 2015
Western Asset Management February 2007 - June 2008
The Bank of New York Mellon April 2006 - January 2007
GSA September 2002 - April 2006
U.S. Department of Education August 1999 - September 2002
Skills
Bloomberg, Asset Managment, Fixed Income, Morningstar Direct, Dynamic Asset Allocation, Investments, Portfolio Management, Equities, Alternative Investments, Fund Of Funds, Hedge Funds, Investment Strategies, Investment Management, Mutual Funds, Equity Research, Wealth Management, Asset Allocation, Capital Markets, Quantitative Analytics, Investment Advisory, Bloomberg Terminal, Asset Management, Performance Attribution, Derivatives, Financial Markets, ETFs, Institutional..., Trading, Series 63
Education
Boston University 2001 — 2006
Bachelor of Arts (B.A.), Mathematics and Philosophy
Boston Latin School 1996 — 2001
Danielle London, CFA Danielle London, CFA's Wilshire Associates Experience August 2013 - September 2014
Job UX Designer
Industry Investment Management
Experience
London Designs October 2014 - Present
Techstars January 2015 - May 2015
Wilshire Associates August 2013 - September 2014
Cohen & Steers October 2011 - August 2012
Cliffwater LLC February 2009 - December 2011
AG Asset Management December 2007 - December 2008
Wilshire Associates September 2001 - December 2007
Skills
Hedge Funds, Investments, Private Equity, Alternative Investments, Asset Allocation, Institutional..., Equities, Fixed Income, Bloomberg, Fund Of Funds, Strategy, Portfolio Management, Asset Management, Equity Research, Investment Strategies, Financial Modeling, Capital Markets, Due Diligence, Financial Services, Valuation, Asset Managment, Derivatives, User Experience, User-centered Design, User Research, Wireframes, Paper Prototyping, Competitive Analysis, Collaborative Problem..., User Interface Design, Human Computer..., Interaction Design, User Experience Testing, Agile & Waterfall..., Rapid Prototyping, HTML, CSS, Mutual Funds, Securities, Investment Management, Start-ups
Education
General Assembly 2014 — 2014
User Experience Design Immersive, User Experience Design Immersive
University of Pittsburgh 1997 — 2001
Council Rock High School 1993 — 1997
London Designs October 2014 - Present
Techstars January 2015 - May 2015
Wilshire Associates August 2013 - September 2014
Cohen & Steers October 2011 - August 2012
Cliffwater LLC February 2009 - December 2011
AG Asset Management December 2007 - December 2008
Wilshire Associates September 2001 - December 2007
Skills
Hedge Funds, Investments, Private Equity, Alternative Investments, Asset Allocation, Institutional..., Equities, Fixed Income, Bloomberg, Fund Of Funds, Strategy, Portfolio Management, Asset Management, Equity Research, Investment Strategies, Financial Modeling, Capital Markets, Due Diligence, Financial Services, Valuation, Asset Managment, Derivatives, User Experience, User-centered Design, User Research, Wireframes, Paper Prototyping, Competitive Analysis, Collaborative Problem..., User Interface Design, Human Computer..., Interaction Design, User Experience Testing, Agile & Waterfall..., Rapid Prototyping, HTML, CSS, Mutual Funds, Securities, Investment Management, Start-ups
Education
General Assembly 2014 — 2014
User Experience Design Immersive, User Experience Design Immersive
University of Pittsburgh 1997 — 2001
Council Rock High School 1993 — 1997
James St. Aubin James St. Aubin's Wilshire Associates Experience June 2008 - January 2015
Job Managing Director at HighMark Capital Management
Industry Financial Services
Experience
HighMark Capital Management January 2015 - Present
Wilshire Associates June 2008 - January 2015
Ibbotson Associates September 2004 - June 2008
Morgan Stanley Smith Barney January 2000 - September 2004
Skills
Liquid Alternatives, Asset Allocation, Investment Strategies, Asset Management, Portfolio Management, Alternative Investments, Investment Management, Due Diligence, Risk Management, Manager Research, Hedge Funds, Multi-asset, Mutual Funds, Portfolio Optimization
Education
DePaul University
BS
HighMark Capital Management January 2015 - Present
Wilshire Associates June 2008 - January 2015
Ibbotson Associates September 2004 - June 2008
Morgan Stanley Smith Barney January 2000 - September 2004
Skills
Liquid Alternatives, Asset Allocation, Investment Strategies, Asset Management, Portfolio Management, Alternative Investments, Investment Management, Due Diligence, Risk Management, Manager Research, Hedge Funds, Multi-asset, Mutual Funds, Portfolio Optimization
Education
DePaul University
BS
Felicia Bennett Felicia Bennett's Wilshire Associates Experience February 2006 - Present
Job Managing Director at Wilshire Associates
Industry Capital Markets
Experience
Wilshire Associates February 2006 - Present
PPG Industries October 2000 - January 2006
Alcoa 1997 - 2000
Carnegie Mellon University 1990 - 1997
Skills
Equities, Investments, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Portfolio Management, Asset Management, Pensions, Capital Markets, Financial Modeling, Valuation, Investment Strategies, Due Diligence, Bloomberg, Asset Allocation, Derivatives, Investment Management, Equity Research, Institutional..., Pension Funds, Endowments, Finance, Mutual Funds
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MSIA, Economics and Finance
Allegheny College 1986 — 1990
BA, Political Science & German joint major
Wilshire Associates February 2006 - Present
PPG Industries October 2000 - January 2006
Alcoa 1997 - 2000
Carnegie Mellon University 1990 - 1997
Skills
Equities, Investments, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Portfolio Management, Asset Management, Pensions, Capital Markets, Financial Modeling, Valuation, Investment Strategies, Due Diligence, Bloomberg, Asset Allocation, Derivatives, Investment Management, Equity Research, Institutional..., Pension Funds, Endowments, Finance, Mutual Funds
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MSIA, Economics and Finance
Allegheny College 1986 — 1990
BA, Political Science & German joint major
William Torre Jr's Wilshire Associates Experience June 2012 - Present
Job Senior Financial Analyst at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates June 2012 - Present
Skills
Microsoft Office, Mutual Funds, Fixed Income Analysis, Equities, Private Equity, Microsoft Excel, Investments, Finance, Analysis, Financial Analysis, Financial Modeling
Education
University of Pittsburgh 2013 — 2015
Master of Business Administration (M.B.A.), Marketing, 3.4
Duquesne University 2004 — 2009
Bachelor's Degree, Finance, General, 3.35
Wilshire Associates June 2012 - Present
Skills
Microsoft Office, Mutual Funds, Fixed Income Analysis, Equities, Private Equity, Microsoft Excel, Investments, Finance, Analysis, Financial Analysis, Financial Modeling
Education
University of Pittsburgh 2013 — 2015
Master of Business Administration (M.B.A.), Marketing, 3.4
Duquesne University 2004 — 2009
Bachelor's Degree, Finance, General, 3.35
Paul Von Steenburg, CFA, CAIA Paul Von Steenburg, CFA, CAIA's Wilshire Associates Experience September 2004 - June 2007
Job Managing Director at Commonfund
Industry Financial Services
Experience
Commonfund July 2007 - Present
Wilshire Associates September 2004 - June 2007
Waddell & Reed June 2003 - August 2003
Instinet Incorporated August 1997 - June 2002
Skills
Portfolio Management, Investments, Emerging Markets, Asset Allocation, Portfolio Construction, Manager Due Diligence, Client Portfolio..., Endowments, Alternative Investments, Investment Strategies, Investment Advisory, Hedge Funds, Investment Management, Trading, Asset Management, Fund Of Funds, Equities, Fixed Income, Private Equity, Due Diligence
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
B.S., Environmental & Business Economics
Chartered Alternative Investment Analyst (CAIA)
Chartered Financial Analyst (CFA)
Commonfund July 2007 - Present
Wilshire Associates September 2004 - June 2007
Waddell & Reed June 2003 - August 2003
Instinet Incorporated August 1997 - June 2002
Skills
Portfolio Management, Investments, Emerging Markets, Asset Allocation, Portfolio Construction, Manager Due Diligence, Client Portfolio..., Endowments, Alternative Investments, Investment Strategies, Investment Advisory, Hedge Funds, Investment Management, Trading, Asset Management, Fund Of Funds, Equities, Fixed Income, Private Equity, Due Diligence
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
B.S., Environmental & Business Economics
Chartered Alternative Investment Analyst (CAIA)
Chartered Financial Analyst (CFA)
Jacob McClelland Jacob McClelland's Wilshire Associates Experience August 2014 - Present
Job Financial Analyst at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates August 2014 - Present
Oakmont Country Club June 2013 - June 2014
Oakmont Country Club June 2012 - August 2012
Skills
Hospitality, Customer Service, Restaurants, Food & Beverage, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Event Planning, Hospitality Management, Time Management
Education
University of Pittsburgh 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Bond University 2013 — 2013
Wilshire Associates August 2014 - Present
Oakmont Country Club June 2013 - June 2014
Oakmont Country Club June 2012 - August 2012
Skills
Hospitality, Customer Service, Restaurants, Food & Beverage, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Event Planning, Hospitality Management, Time Management
Education
University of Pittsburgh 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Bond University 2013 — 2013
Kartik Swaminathan Kartik Swaminathan's Wilshire Associates Experience January 2014 - August 2014
Job Performance Specialist at Western Asset Management
Industry Financial Services
Experience
Western Asset Management August 2014 - Present
Wilshire Associates January 2014 - August 2014
Wilshire Associates December 2011 - December 2013
ICICI Securities Limited June 2010 - July 2010
Skills
C++, R, Quantitative Analytics, Microsoft Excel, Corporate Finance, Quantitative Finance, Fixed Income, C, VBA, Asset Managment, Asset Management, Research, Derivatives, Analysis, Financial Modeling, Market Risk, Bloomberg, Equity Research, Equities, Bloomberg Terminal, Valuation, Capital Markets, Portfolio Management, Alternative Investments
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2009 — 2011
Masters of Science, Financial Engineering
University of Mumbai 2005 — 2009
Bachelor of Engineering, Information Technology
Western Asset Management August 2014 - Present
Wilshire Associates January 2014 - August 2014
Wilshire Associates December 2011 - December 2013
ICICI Securities Limited June 2010 - July 2010
Skills
C++, R, Quantitative Analytics, Microsoft Excel, Corporate Finance, Quantitative Finance, Fixed Income, C, VBA, Asset Managment, Asset Management, Research, Derivatives, Analysis, Financial Modeling, Market Risk, Bloomberg, Equity Research, Equities, Bloomberg Terminal, Valuation, Capital Markets, Portfolio Management, Alternative Investments
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2009 — 2011
Masters of Science, Financial Engineering
University of Mumbai 2005 — 2009
Bachelor of Engineering, Information Technology
Steven Medvecki Steven Medvecki's Wilshire Associates Experience February 1995 - March 2008
Job Vice President at State Street
Industry Financial Services
Experience
State Street March 2008 - Present
Wilshire Associates February 1995 - March 2008
HR Textron November 1989 - June 1992
Skills
Relationship Management, Asset Allocation, Portfolio Management, Product Development, Fixed Income, Investments, Analytics, CRM, Software Development, Alternative Investments, Hedge Funds, Equities, Mutual Funds, Bloomberg, Management, Asset Management
Education
University of La Verne 1991 — 1995
MBA, Business, Economics, Accounting
California State University-Northridge 1981 — 1987
BSEE, Electronic Engineering
State Street March 2008 - Present
Wilshire Associates February 1995 - March 2008
HR Textron November 1989 - June 1992
Skills
Relationship Management, Asset Allocation, Portfolio Management, Product Development, Fixed Income, Investments, Analytics, CRM, Software Development, Alternative Investments, Hedge Funds, Equities, Mutual Funds, Bloomberg, Management, Asset Management
Education
University of La Verne 1991 — 1995
MBA, Business, Economics, Accounting
California State University-Northridge 1981 — 1987
BSEE, Electronic Engineering
Jeff Leonard Jeff Leonard's Wilshire Associates Experience May 2013 - January 2015
Job Partner at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt January 2015 - Present
Wilshire Associates May 2013 - January 2015
Buck Consultants August 2005 - May 2013
Mercer Human Resource Consulting 2002 - 2005
Towers Perrin 1998 - 2003
Skills
Pensions, Employee Benefits, Retirement, Defined Benefit, HR Consulting, Actuarial Science, Benefits Administration, ERISA, Executive Pay, 401k, Deferred Compensation, Benchmarking, Defined Contribution, Talent Management, Incentive Programs, Organizational Design, Succession Planning, Organizational..., Performance Management, Health Insurance, Organizational..., Workforce Planning, Talent Acquisition, Executive Coaching, Wilshire Compass, Retirement Plan..., Outsourcing, Strategy, Business Development, Consulting, Leadership, Human Resources, Analysis, Mergers & Acquisitions
Education
Centre College 1983 — 1987
BS, Mathematics; Economics and Management
Aon Hewitt January 2015 - Present
Wilshire Associates May 2013 - January 2015
Buck Consultants August 2005 - May 2013
Mercer Human Resource Consulting 2002 - 2005
Towers Perrin 1998 - 2003
Skills
Pensions, Employee Benefits, Retirement, Defined Benefit, HR Consulting, Actuarial Science, Benefits Administration, ERISA, Executive Pay, 401k, Deferred Compensation, Benchmarking, Defined Contribution, Talent Management, Incentive Programs, Organizational Design, Succession Planning, Organizational..., Performance Management, Health Insurance, Organizational..., Workforce Planning, Talent Acquisition, Executive Coaching, Wilshire Compass, Retirement Plan..., Outsourcing, Strategy, Business Development, Consulting, Leadership, Human Resources, Analysis, Mergers & Acquisitions
Education
Centre College 1983 — 1987
BS, Mathematics; Economics and Management
Amin Issa Amin Issa's Wilshire Associates Experience January 2003 - June 2004
Job Senior Associate at Credit Agricole CIB
Industry Capital Markets
Experience
Cambia Health Solutions May 2011 - August 2011
Houlihan Lokey March 2008 - May 2009
Duff & Phelps May 2005 - August 2007
Wilshire Associates January 2003 - June 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Corporate Finance, Due Diligence, Mergers, Investment Banking, Capital Markets, Bloomberg, Investments, Portfolio Management, Venture Capital, Asset Managment, Fixed Income
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA
University of Southern California 2004 — 2005
MA, Accounting
University of Southern California - Marshall School of Business 1997 — 2002
BA, Business
Cambia Health Solutions May 2011 - August 2011
Houlihan Lokey March 2008 - May 2009
Duff & Phelps May 2005 - August 2007
Wilshire Associates January 2003 - June 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Corporate Finance, Due Diligence, Mergers, Investment Banking, Capital Markets, Bloomberg, Investments, Portfolio Management, Venture Capital, Asset Managment, Fixed Income
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA
University of Southern California 2004 — 2005
MA, Accounting
University of Southern California - Marshall School of Business 1997 — 2002
BA, Business
Raffi Babian Raffi Babian's Wilshire Associates Experience January 2015 - Present
Job Senior Associate Quantitative Researcher at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates January 2015 - Present
Wilshire Associates June 2012 - December 2014
PAAMCO July 2011 - September 2011
IBM June 2006 - March 2009
Skills
Portfolio Management, Market Risk, Financial Risk, Quantitative Analytics, Quantitative Finance, Financial Modeling, Monte Carlo Simulation, Investment Strategies, Hedge Funds, Fixed Income, Equities, Options, Derivatives, Bloomberg, VBA
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2011
Masters, Financial Engineering
University of Southern California 2006 — 2009
Master of Science, Electrical Engineering
California State Polytechnic University-Pomona 2002 — 2006
Bachelor of Science, Electrical Engineering & Computer Engineering
Wilshire Associates January 2015 - Present
Wilshire Associates June 2012 - December 2014
PAAMCO July 2011 - September 2011
IBM June 2006 - March 2009
Skills
Portfolio Management, Market Risk, Financial Risk, Quantitative Analytics, Quantitative Finance, Financial Modeling, Monte Carlo Simulation, Investment Strategies, Hedge Funds, Fixed Income, Equities, Options, Derivatives, Bloomberg, VBA
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2011
Masters, Financial Engineering
University of Southern California 2006 — 2009
Master of Science, Electrical Engineering
California State Polytechnic University-Pomona 2002 — 2006
Bachelor of Science, Electrical Engineering & Computer Engineering
Paul Buren, CFA Paul Buren, CFA's Wilshire Associates Experience August 2004 - May 2006
Job Portfolio Manager at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management March 2012 - Present
ING Investment Management November 2010 - February 2012
ING Investment Management January 2008 - November 2010
ING Investment Management May 2006 - January 2008
Wilshire Associates August 2004 - May 2006
Skills
Fixed Income, Portfolio Management, Performance Measurement, Business Intelligence, Analytics, Performance Attribution, Programming, Management, Bloomberg, Investment Management, Fixed Income Analysis, Asset Allocation, Investments, Quantitative Analytics, Investment Strategies, Capital Markets, Institutional...
Education
Emory University - Goizueta Business School 2007 — 2010
MBA, Finance
Rutgers University-New Brunswick 1998 — 2003
BA, Computer Science, Communication
Voya Investment Management March 2012 - Present
ING Investment Management November 2010 - February 2012
ING Investment Management January 2008 - November 2010
ING Investment Management May 2006 - January 2008
Wilshire Associates August 2004 - May 2006
Skills
Fixed Income, Portfolio Management, Performance Measurement, Business Intelligence, Analytics, Performance Attribution, Programming, Management, Bloomberg, Investment Management, Fixed Income Analysis, Asset Allocation, Investments, Quantitative Analytics, Investment Strategies, Capital Markets, Institutional...
Education
Emory University - Goizueta Business School 2007 — 2010
MBA, Finance
Rutgers University-New Brunswick 1998 — 2003
BA, Computer Science, Communication
Mark Plimley, MBA Mark Plimley, MBA's Wilshire Associates Experience August 2004 - October 2007
Job Senior Front & Middle Office Professional
Industry Investment Management
Experience
Nikko Asset Management May 2015 - Present
Verplanck Capital February 2013 - May 2015
Russell Investments December 2010 - August 2012
UBS Global Asset Management October 2007 - November 2010
Wilshire Associates August 2004 - October 2007
Commonwealth Bank of Australia September 2002 - July 2004
Commonwealth Bank of Australia August 2001 - September 2002
Deloitte Consulting April 2000 - August 2001
Chase Manhattan Bank May 1998 - March 2000
Chase Manhattan Bank June 1995 - May 1998
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
Master of Business Administration, Finance (Funds Management), 3.8
University of Delaware 1989 — 1992
Bachelor of Science in Business Administration, Finance & Marketing
Nikko Asset Management May 2015 - Present
Verplanck Capital February 2013 - May 2015
Russell Investments December 2010 - August 2012
UBS Global Asset Management October 2007 - November 2010
Wilshire Associates August 2004 - October 2007
Commonwealth Bank of Australia September 2002 - July 2004
Commonwealth Bank of Australia August 2001 - September 2002
Deloitte Consulting April 2000 - August 2001
Chase Manhattan Bank May 1998 - March 2000
Chase Manhattan Bank June 1995 - May 1998
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
Master of Business Administration, Finance (Funds Management), 3.8
University of Delaware 1989 — 1992
Bachelor of Science in Business Administration, Finance & Marketing
George Matthews, CFA's Wilshire Associates Experience 1995 - 2000
Job Head of Consultant Relations & Business Development at Analytic Investors
Industry Investment Management
Experience
Analytic Investors October 2012 - Present
Kayne Anderson Capital Advisors August 2012 - October 2012
Analytic Investors, LLC. August 2009 - August 2012
Wells Capital Management March 2004 - August 2009
Banc of America Capital Management 2000 - 2004
Wilshire Associates 1995 - 2000
Skills
Investment Strategies, Asset Management, Portfolio Management, Investments, Asset Allocation, Asset Managment, Alternative Investments, Hedge Funds, Mutual Funds, Equities, Financial Modeling, Financial Analysis, Bloomberg, Financial Services, Investment Advisory, Investment Management, Fixed Income, Equity Research, Derivatives, Capital Markets, Series 7, Trading, ETFs, Options, Fund Of Funds, Portfolio Optimization, Valuation, Emerging Markets, Institutional..., Securities
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 1998
MBA, Finance
California State University-Chico 1993 — 1996
BS, Finance
Analytic Investors October 2012 - Present
Kayne Anderson Capital Advisors August 2012 - October 2012
Analytic Investors, LLC. August 2009 - August 2012
Wells Capital Management March 2004 - August 2009
Banc of America Capital Management 2000 - 2004
Wilshire Associates 1995 - 2000
Skills
Investment Strategies, Asset Management, Portfolio Management, Investments, Asset Allocation, Asset Managment, Alternative Investments, Hedge Funds, Mutual Funds, Equities, Financial Modeling, Financial Analysis, Bloomberg, Financial Services, Investment Advisory, Investment Management, Fixed Income, Equity Research, Derivatives, Capital Markets, Series 7, Trading, ETFs, Options, Fund Of Funds, Portfolio Optimization, Valuation, Emerging Markets, Institutional..., Securities
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 1998
MBA, Finance
California State University-Chico 1993 — 1996
BS, Finance
Anthony Lombardi Anthony Lombardi's Wilshire Associates Experience March 2012 - June 2013
Job Associate Partner at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt June 2013 - Present
Wilshire Associates March 2012 - June 2013
HedgeMark International, LLC January 2010 - March 2012
Rose & Sky Investments AG (Switzerland) May 2009 - January 2010
Man Investments April 2004 - May 2009
Bear Stearns April 2001 - April 2004
Skills
Operational Due..., Hedge Funds, Counterparty Risk, Hedge Fund Operations, Onboarding, Relationship Management, Prime Brokerage, Alternative Investments
Education
The University of Chicago
Bachelor of Arts (B.A.), Linguistics
Thomas Jefferson School of Law
Master of Laws (LL.M.), Risk and Compliance
American Military University
Master's Degree, Strategic Intelligence
Aon Hewitt June 2013 - Present
Wilshire Associates March 2012 - June 2013
HedgeMark International, LLC January 2010 - March 2012
Rose & Sky Investments AG (Switzerland) May 2009 - January 2010
Man Investments April 2004 - May 2009
Bear Stearns April 2001 - April 2004
Skills
Operational Due..., Hedge Funds, Counterparty Risk, Hedge Fund Operations, Onboarding, Relationship Management, Prime Brokerage, Alternative Investments
Education
The University of Chicago
Bachelor of Arts (B.A.), Linguistics
Thomas Jefferson School of Law
Master of Laws (LL.M.), Risk and Compliance
American Military University
Master's Degree, Strategic Intelligence
Patrick Carolan's Wilshire Associates Experience 1997 - 1998
Job Managing Partner & Founder at Endeavour Investment Partners LLC
Industry Investment Management
Experience
Endeavour Investment Partners, LLC July 2006 - Present
Century Capital Management September 1999 - July 2006
Fidelity Investments August 1998 - August 1999
Wilshire Associates 1997 - 1998
GT Global Mutual Funds 1993 - 1997
Skills
Mutual Funds, Alternative Investments, Institutional Sales, Marketing Management, Mutual Fund Marketing, Digital Photography, Mutual Fund Distribution, Business Development, Relationship Management, National Accounts, Sales Management, Consultative Selling..., Strategy, Private Equity, Financial Services, Financial Advisory, Investments, Asset Management
Education
Fairfield University 1981 — 1985
BA
Endeavour Investment Partners, LLC July 2006 - Present
Century Capital Management September 1999 - July 2006
Fidelity Investments August 1998 - August 1999
Wilshire Associates 1997 - 1998
GT Global Mutual Funds 1993 - 1997
Skills
Mutual Funds, Alternative Investments, Institutional Sales, Marketing Management, Mutual Fund Marketing, Digital Photography, Mutual Fund Distribution, Business Development, Relationship Management, National Accounts, Sales Management, Consultative Selling..., Strategy, Private Equity, Financial Services, Financial Advisory, Investments, Asset Management
Education
Fairfield University 1981 — 1985
BA
Kevin O'Donnell's Wilshire Associates Experience 2002 - 2004
Job Managing Director at Kaiser Permanente
Industry Investment Management
Experience
Kaiser Permanente 2011 - Present
CSAA Insurance Group 2005 - 2011
Wilshire Associates 2002 - 2004
. 1994 - 2004
Skills
Hedge Funds, Portfolio Management, Investments, Alternative Investments, Due Diligence, Asset Allocation
Education
Harvard Business School 1996 — 1998
MBA, Finance and Investments
Queen's University 1988 — 1992
B.Commerce, Business and Economics
Kaiser Permanente 2011 - Present
CSAA Insurance Group 2005 - 2011
Wilshire Associates 2002 - 2004
. 1994 - 2004
Skills
Hedge Funds, Portfolio Management, Investments, Alternative Investments, Due Diligence, Asset Allocation
Education
Harvard Business School 1996 — 1998
MBA, Finance and Investments
Queen's University 1988 — 1992
B.Commerce, Business and Economics
Tammy Roust's Wilshire Associates Experience August 2003 - July 2007
Job Risk Analyst at Commodity Futures Trading Commission
Industry Investment Management
Experience
Commodity Futures Trading Commission September 2011 - Present
Amundi Alternative Investments (France) August 2007 - August 2011
Wilshire Associates August 2003 - July 2007
Jet Propulsion Laboratory May 1997 - August 2003
Skills
VBA, SQL, Portfolio Management, SQL Server, Database Administration, Quantitative Analysis, Statistical Programming, Microsoft Excel, Microsoft SQL Server, Derivatives, Asset Management, Quantitative Analytics, Investments, Hedge Funds, Bloomberg, Financial Modeling, Quantitative Finance, Equities, Analysis, Financial Markets, Asset Allocation, Financial Risk, Due Diligence, Mutual Funds, Equity Research, Risk Management, Alternative Investments, Fixed Income, Finance, Monte Carlo Simulation, Capital Markets, Econometrics, Credit Derivatives, Options, Valuation, Investment Management
Education
Claremont Graduate University 2004 — 2008
PhD, Management Information Systems
Claremont Graduate University 2002 — 2004
MS, Financial Engineering
Claremont Graduate University 2000 — 2003
MS, Management Information Systems
Claremont Graduate University 2000 — 2002
MBA
University of California, Los Angeles 1994 — 1998
BS, Mathematics, Computer Science
Lincoln High School
Commodity Futures Trading Commission September 2011 - Present
Amundi Alternative Investments (France) August 2007 - August 2011
Wilshire Associates August 2003 - July 2007
Jet Propulsion Laboratory May 1997 - August 2003
Skills
VBA, SQL, Portfolio Management, SQL Server, Database Administration, Quantitative Analysis, Statistical Programming, Microsoft Excel, Microsoft SQL Server, Derivatives, Asset Management, Quantitative Analytics, Investments, Hedge Funds, Bloomberg, Financial Modeling, Quantitative Finance, Equities, Analysis, Financial Markets, Asset Allocation, Financial Risk, Due Diligence, Mutual Funds, Equity Research, Risk Management, Alternative Investments, Fixed Income, Finance, Monte Carlo Simulation, Capital Markets, Econometrics, Credit Derivatives, Options, Valuation, Investment Management
Education
Claremont Graduate University 2004 — 2008
PhD, Management Information Systems
Claremont Graduate University 2002 — 2004
MS, Financial Engineering
Claremont Graduate University 2000 — 2003
MS, Management Information Systems
Claremont Graduate University 2000 — 2002
MBA
University of California, Los Angeles 1994 — 1998
BS, Mathematics, Computer Science
Lincoln High School
Jonathan Miles, CFA's Wilshire Associates Experience August 2009 - Present
Job Hedge fund professional
Industry Investment Management
Experience
Wilshire Associates August 2009 - Present
Mercer Investment Consulting July 2007 - August 2009
Precision Investment Technology September 2006 - June 2007
Home May 2005 - June 2007
Ritchie Capital July 2001 - May 2005
Mesirow Financial June 1996 - June 1999
G-Bar Limited Partnership 1991 - 1993
Skills
Hedge Funds, Portfolio Management, Trading, Bonds, Asset Management, Asset Managment, Equities, Credit, Institutional..., Alternative Investments, Fixed Income, Mutual Funds, Investments, Capital Markets, Asset Allocation, Investment Management, Bloomberg, Derivatives, Strategy, Private Equity
Education
Arizona State University, W. P. Carey School of Business 1999 — 2001
MBA
University of Illinois at Chicago 1990 — 1997
BS
Wilshire Associates August 2009 - Present
Mercer Investment Consulting July 2007 - August 2009
Precision Investment Technology September 2006 - June 2007
Home May 2005 - June 2007
Ritchie Capital July 2001 - May 2005
Mesirow Financial June 1996 - June 1999
G-Bar Limited Partnership 1991 - 1993
Skills
Hedge Funds, Portfolio Management, Trading, Bonds, Asset Management, Asset Managment, Equities, Credit, Institutional..., Alternative Investments, Fixed Income, Mutual Funds, Investments, Capital Markets, Asset Allocation, Investment Management, Bloomberg, Derivatives, Strategy, Private Equity
Education
Arizona State University, W. P. Carey School of Business 1999 — 2001
MBA
University of Illinois at Chicago 1990 — 1997
BS
Brant Houston's Wilshire Associates Experience March 1998 - April 2000
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust July 2007 - Present
Atlantic Trust March 2012 - Present
Atlantic Trust April 2013 - Present
Atlantic Trust July 2007 - April 2013
Geronimo Financial July 2006 - April 2007
Self-employed June 2003 - June 2005
Nicholas-Applegate Capital Management April 2000 - June 2003
Nicholas Applegate 2000 - 2003
Wilshire Associates March 1998 - April 2000
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
MBA, Investment Management
California Polytechnic State University-San Luis Obispo 1994 — 1998
BS, Finance
Atlantic Trust July 2007 - Present
Atlantic Trust March 2012 - Present
Atlantic Trust April 2013 - Present
Atlantic Trust July 2007 - April 2013
Geronimo Financial July 2006 - April 2007
Self-employed June 2003 - June 2005
Nicholas-Applegate Capital Management April 2000 - June 2003
Nicholas Applegate 2000 - 2003
Wilshire Associates March 1998 - April 2000
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
MBA, Investment Management
California Polytechnic State University-San Luis Obispo 1994 — 1998
BS, Finance
Mike Wauters's Wilshire Associates Experience September 2009 - Present
Job Chief Financial Officer at Wilshire Associates
Industry Insurance
Experience
Wilshire Associates September 2009 - Present
Pacific Life Insurance Company June 2000 - May 2009
Pacific Life Insurance Company June 2000 - May 2009
Pacific Life June 2000 - May 2009
Ernst & Young 1989 - 1999
Ernst & Young (formerly Ernst & Whinney) 1989 - 1999
Skills
Financial Modeling, Investments, Finance, Due Diligence, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Asset Management, Accounting, Risk Management, Mutual Funds
Education
California State University-Long Beach 1984 — 1988
BS - Business Administraiton, Business Administration - Professional Accounting
California State University-Long Beach - College of Business Administration 1984 — 1988
Bachelor of Science - Business Administration Professional Accounting
Wilshire Associates September 2009 - Present
Pacific Life Insurance Company June 2000 - May 2009
Pacific Life Insurance Company June 2000 - May 2009
Pacific Life June 2000 - May 2009
Ernst & Young 1989 - 1999
Ernst & Young (formerly Ernst & Whinney) 1989 - 1999
Skills
Financial Modeling, Investments, Finance, Due Diligence, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Asset Management, Accounting, Risk Management, Mutual Funds
Education
California State University-Long Beach 1984 — 1988
BS - Business Administraiton, Business Administration - Professional Accounting
California State University-Long Beach - College of Business Administration 1984 — 1988
Bachelor of Science - Business Administration Professional Accounting
Tracy Wundrock's Wilshire Associates Experience April 2009 - Present
Job SelfEmployed Information Technology Consultant
Industry Information Technology and Services
Experience
Self Employed June 2008 - Present
Wilshire Associates April 2009 - Present
Self-employed January 2005 - Present
Madison Academy of Music November 2008 - November 2012
Clifton Gunderson Technology Solutions February 2005 - July 2009
Electronic Theatre Controls 1999 - 2004
Goliath Networks 1998 - 2001
American Family Insurance 1995 - 1998
Skills
Project Management, Management, Information Technology, Business Analysis, Process Improvement, Software Project..., Consulting, Disaster Recovery, Requirements Analysis, Software Documentation, Windows, ERP, Music, Piano, Visio, Vendor Management, SDLC, Active Directory, System Administration, Cloud Computing, ITIL, Program Management, Team Leadership, Technical Writing, Contract Negotiation, Contract Management
Education
Berklee College of Music 2012 — 2014
Masters Certificate, Guitar
University of Wisconsin-Madison 1991 — 2010
Bachelor of Music
Self Employed June 2008 - Present
Wilshire Associates April 2009 - Present
Self-employed January 2005 - Present
Madison Academy of Music November 2008 - November 2012
Clifton Gunderson Technology Solutions February 2005 - July 2009
Electronic Theatre Controls 1999 - 2004
Goliath Networks 1998 - 2001
American Family Insurance 1995 - 1998
Skills
Project Management, Management, Information Technology, Business Analysis, Process Improvement, Software Project..., Consulting, Disaster Recovery, Requirements Analysis, Software Documentation, Windows, ERP, Music, Piano, Visio, Vendor Management, SDLC, Active Directory, System Administration, Cloud Computing, ITIL, Program Management, Team Leadership, Technical Writing, Contract Negotiation, Contract Management
Education
Berklee College of Music 2012 — 2014
Masters Certificate, Guitar
University of Wisconsin-Madison 1991 — 2010
Bachelor of Music
Aysun Ilkiz Kilic, CFA's Wilshire Associates Experience March 2005 - December 2012
Job Vice President, Institutional Consultant Relations at American Century Investments
Industry Financial Services
Experience
American Century Investments December 2012 - Present
Wilshire Associates March 2005 - December 2012
Claremont Financial Group March 2003 - March 2005
Skills
Portfolio Management, Alternative Investments, Equities, Investment Management, Asset Management, Investment Strategies, Fixed Income, Credit, Asset Allocation, Investments, Bloomberg, Valuation, Hedge Funds, Investment Banking, Private Equity, Financial Modeling, Capital Markets, Due Diligence
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2001 — 2003
MS, Financial Engineering
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1997 — 2001
BS, Business Administration
Robert College 1990 — 1997
High School, Social Sciences
Lutfi Banat Ilkokulu
American Century Investments December 2012 - Present
Wilshire Associates March 2005 - December 2012
Claremont Financial Group March 2003 - March 2005
Skills
Portfolio Management, Alternative Investments, Equities, Investment Management, Asset Management, Investment Strategies, Fixed Income, Credit, Asset Allocation, Investments, Bloomberg, Valuation, Hedge Funds, Investment Banking, Private Equity, Financial Modeling, Capital Markets, Due Diligence
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2001 — 2003
MS, Financial Engineering
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1997 — 2001
BS, Business Administration
Robert College 1990 — 1997
High School, Social Sciences
Lutfi Banat Ilkokulu
Jason Metzger's Wilshire Associates Experience July 2000 - October 2005
Job Investment Services Professional
Industry Investment Management
Experience
Self March 2011 - Present
Wells Fargo Securities July 2008 - April 2011
Standard & Poor's December 2005 - July 2008
Wilshire Associates July 2000 - October 2005
Pathway Capital Management June 1999 - July 2000
Skills
Financial Analysis, Financial Modeling, Investment Management, Investment Technology, Operations Management, Performance Measurement, Portfolio Management, Product Management, Relationship Management, Risk Management, Private Equity, Mutual Funds, Sales, Equity Trading, Hedge Funds, Investment Strategies, Strategic Planning, Bloomberg, Volatility, Equity Derivatives, Equities, Options, Valuation, Derivatives, Securities, Fixed Income, Asset Management
Education
California State University-Long Beach 1995 — 2000
Bachelors, Finance
Self March 2011 - Present
Wells Fargo Securities July 2008 - April 2011
Standard & Poor's December 2005 - July 2008
Wilshire Associates July 2000 - October 2005
Pathway Capital Management June 1999 - July 2000
Skills
Financial Analysis, Financial Modeling, Investment Management, Investment Technology, Operations Management, Performance Measurement, Portfolio Management, Product Management, Relationship Management, Risk Management, Private Equity, Mutual Funds, Sales, Equity Trading, Hedge Funds, Investment Strategies, Strategic Planning, Bloomberg, Volatility, Equity Derivatives, Equities, Options, Valuation, Derivatives, Securities, Fixed Income, Asset Management
Education
California State University-Long Beach 1995 — 2000
Bachelors, Finance
Ronit Tajian's Wilshire Associates Experience 2007 - 2010
Job Senior Software Engineer
Industry Computer Software
Experience
Dex Media September 2011 - Present
Wilshire Associates 2007 - 2010
FXall 2005 - 2007
Zingy Mobile Media 2003 - 2005
Skills
Oracle, Microsoft SQL Server, Software Development, Software Engineering, Java, JavaScript, Java Enterprise Edition, Core Java, JavaSE, JSP, SQL, MySQL, Eclipse, JUnit, C++, Python, XML, HSQLDB, Unix, Linux, Agile Methodologies, Tomcat, Hibernate, Scrum
Education
City University of New York-Brooklyn College
Master's degree, Computer and Information Science
Azad University
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Dex Media September 2011 - Present
Wilshire Associates 2007 - 2010
FXall 2005 - 2007
Zingy Mobile Media 2003 - 2005
Skills
Oracle, Microsoft SQL Server, Software Development, Software Engineering, Java, JavaScript, Java Enterprise Edition, Core Java, JavaSE, JSP, SQL, MySQL, Eclipse, JUnit, C++, Python, XML, HSQLDB, Unix, Linux, Agile Methodologies, Tomcat, Hibernate, Scrum
Education
City University of New York-Brooklyn College
Master's degree, Computer and Information Science
Azad University
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Scott Boroczi's Wilshire Associates Experience May 2005 - Present
Job Vice President at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates May 2005 - Present
The Bank of New York March 1997 - May 2005
Education
California State University-Northridge 1979 — 1983
Wilshire Associates May 2005 - Present
The Bank of New York March 1997 - May 2005
Education
California State University-Northridge 1979 — 1983
Peter Erin, CFA's Wilshire Associates Experience September 2007 - September 2008
Job Investment Product Strategy
Industry Investment Management
Experience
Mellon Capital October 2013 - June 2015
Mellon Capital Management June 2010 - October 2013
Mellon Capital October 2008 - June 2010
Wilshire Associates September 2007 - September 2008
BNY Mellon September 2006 - August 2007
Snitger's Bike Store August 2005 - August 2006
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Bloomberg, Equities, ETFs, Investment Management, Investment Strategies, Trading, Valuation, Fixed Income, Financial Modeling, Due Diligence
Education
The Tuck School of Business at Dartmouth 2005 — 2005
Business Bridge Program
Lafayette College 2001 — 2005
Bachelor of Arts (BA), Mathematics & Economics
Makerere University 2002 — 2002
School for International Training 2002 — 2002
Study Abroad, Development
Beaver High School
General Assembly
General Assembly
General Assembly
Mellon Capital October 2013 - June 2015
Mellon Capital Management June 2010 - October 2013
Mellon Capital October 2008 - June 2010
Wilshire Associates September 2007 - September 2008
BNY Mellon September 2006 - August 2007
Snitger's Bike Store August 2005 - August 2006
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Bloomberg, Equities, ETFs, Investment Management, Investment Strategies, Trading, Valuation, Fixed Income, Financial Modeling, Due Diligence
Education
The Tuck School of Business at Dartmouth 2005 — 2005
Business Bridge Program
Lafayette College 2001 — 2005
Bachelor of Arts (BA), Mathematics & Economics
Makerere University 2002 — 2002
School for International Training 2002 — 2002
Study Abroad, Development
Beaver High School
General Assembly
General Assembly
General Assembly
Razmig Der-Tavitian, CFA, CAIA's Wilshire Associates Experience December 2012 - May 2015
Job Director at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management June 2015 - Present
Wilshire Associates December 2012 - May 2015
Wilshire Associates May 2011 - December 2012
Dorchester Capital Advisors January 2007 - May 2011
Skills
Hedge Funds, Investments, Alternative Investments, Equities, Bloomberg, Asset Management, Fixed Income, Equity Research, Portfolio Management, Valuation, Financial Modeling, Fund Of Funds, Investment Management, Private Equity, Mutual Funds
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA)
California State University-Northridge 2003 — 2007
Bachelor of Science (BS), Finance, Economics
HighMark Capital Management June 2015 - Present
Wilshire Associates December 2012 - May 2015
Wilshire Associates May 2011 - December 2012
Dorchester Capital Advisors January 2007 - May 2011
Skills
Hedge Funds, Investments, Alternative Investments, Equities, Bloomberg, Asset Management, Fixed Income, Equity Research, Portfolio Management, Valuation, Financial Modeling, Fund Of Funds, Investment Management, Private Equity, Mutual Funds
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA)
California State University-Northridge 2003 — 2007
Bachelor of Science (BS), Finance, Economics
Patricia Kraemer, CFA's Wilshire Associates Experience 1992 - 1994
Job Vice President at Westmount Asset Management
Industry Financial Services
Experience
Westmount Asset Management 2000 - Present
Deutsche Bank 1999 - 2000
Bankers Trust 1994 - 1999
Wilshire Associates 1992 - 1994
TRW 1986 - 1992
Education
California State University-San Bernardino
Westmount Asset Management 2000 - Present
Deutsche Bank 1999 - 2000
Bankers Trust 1994 - 1999
Wilshire Associates 1992 - 1994
TRW 1986 - 1992
Education
California State University-San Bernardino
Jennifer Geller's Wilshire Associates Experience 1989 - 1991
Job CEO at CRC Consulting
Industry Consumer Services
Experience
CRC Consulting 2000 - Present
NYCompanions January 2007 - August 2011
Michael J. Fox Foundation January 2004 - January 2007
Halstead Property Company January 1997 - January 2000
First Mechanics Finance January 1994 - January 1997
Committee for David Dinkins January 1992 - January 1994
Victory '92/Clinton Gore August 1991 - January 1992
Wilshire Associates 1989 - 1991
Skills
Community Outreach, Marketing, Management, Event Planning, Community Development, Business Development, Editing, Research, Budgets, Strategic Planning, Small Business, Fundraising, Marketing Strategy, Event Management, Nonprofits
Education
Columbia University in the City of New York 2013 — 2015
Master of Science (MS), Negotiation and Conflict Resolution
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1993
Juris Doctor, Law
Boston University 1985 — 1988
Bachelor of Arts, Political Science
Teaneck High School 1980 — 1984
HS Diploma
CRC Consulting 2000 - Present
NYCompanions January 2007 - August 2011
Michael J. Fox Foundation January 2004 - January 2007
Halstead Property Company January 1997 - January 2000
First Mechanics Finance January 1994 - January 1997
Committee for David Dinkins January 1992 - January 1994
Victory '92/Clinton Gore August 1991 - January 1992
Wilshire Associates 1989 - 1991
Skills
Community Outreach, Marketing, Management, Event Planning, Community Development, Business Development, Editing, Research, Budgets, Strategic Planning, Small Business, Fundraising, Marketing Strategy, Event Management, Nonprofits
Education
Columbia University in the City of New York 2013 — 2015
Master of Science (MS), Negotiation and Conflict Resolution
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1993
Juris Doctor, Law
Boston University 1985 — 1988
Bachelor of Arts, Political Science
Teaneck High School 1980 — 1984
HS Diploma
Teri Geske's Wilshire Associates Experience 2011 - Present
Job Experienced Investment & Risk Product Management Professional and Writer
Industry Investment Management
Experience
Wilshire Associates 2011 - Present
T. Geske January 2010 - Present
UCLA Anderson School - MFE Program March 2009 - Present
Mount St. Mary's College January 2009 - June 2014
Interactive Data Fixed Income Analytics (a.k.a. CMS BondEdge) August 1992 - November 2008
CMS BondEdge 1992 - 2008
Skills
Fixed Income, Product Management, New Business Development, Training & Development, Derivatives, Investments, Financial Markets, Product Development, Analysis, Quantitative Analytics, Equities, Portfolio Management, Financial Modeling, Capital Markets, Financial Analysis, Strategy, Finance, Bonds
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
MBA, Finance
Duquesne University 1978 — 1982
BA, Rhetoric/Communications, Business
Wilshire Associates 2011 - Present
T. Geske January 2010 - Present
UCLA Anderson School - MFE Program March 2009 - Present
Mount St. Mary's College January 2009 - June 2014
Interactive Data Fixed Income Analytics (a.k.a. CMS BondEdge) August 1992 - November 2008
CMS BondEdge 1992 - 2008
Skills
Fixed Income, Product Management, New Business Development, Training & Development, Derivatives, Investments, Financial Markets, Product Development, Analysis, Quantitative Analytics, Equities, Portfolio Management, Financial Modeling, Capital Markets, Financial Analysis, Strategy, Finance, Bonds
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
MBA, Finance
Duquesne University 1978 — 1982
BA, Rhetoric/Communications, Business
Euchul Kim's Wilshire Associates Experience 1997 - 1999
Job Corporate Finance Business Development Manager at Yahoo!
Industry Internet
Experience
Yahoo! September 2010 - Present
Bibim Media February 2009 - August 2010
SK Telecom International October 2007 - January 2009
Grobstein, Horwath & Company LLP December 2005 - September 2007
Raymond James 1999 - 2002
Wilshire Associates 1997 - 1999
Education
Brown University
BA, Business Economics
University of Southern California
MBA
Yahoo! September 2010 - Present
Bibim Media February 2009 - August 2010
SK Telecom International October 2007 - January 2009
Grobstein, Horwath & Company LLP December 2005 - September 2007
Raymond James 1999 - 2002
Wilshire Associates 1997 - 1999
Education
Brown University
BA, Business Economics
University of Southern California
MBA
Veronica Wolkow's Wilshire Associates Experience 1999 - 2002
Job Yoga Teacher
Industry Health, Wellness and Fitness
Experience
Yoga Works August 2008 - Present
City of Redondo Beach June 2008 - May 2010
Dimensional Fund Advisors June 2005 - October 2007
Trust Company of the West June 2002 - December 2003
Wilshire Associates 1999 - 2002
Skills
Public Speaking, Yoga, Fitness Training, Nutrition, Wellness, Editing, Budgets, Press Releases, Sports, Community Outreach, Marketing, Event Planning, Vinyasa, Teaching, Research, Strategic Planning, Healing, Hatha Yoga, Fitness, Meditation, Wellness Coaching, Lifestyle
Education
University of California, Irvine - The Paul Merage School of Business 2004 — 2006
MBA, Marketing
Franklin & Marshall College 1990 — 1994
BA, Geosciences
Yoga Works August 2008 - Present
City of Redondo Beach June 2008 - May 2010
Dimensional Fund Advisors June 2005 - October 2007
Trust Company of the West June 2002 - December 2003
Wilshire Associates 1999 - 2002
Skills
Public Speaking, Yoga, Fitness Training, Nutrition, Wellness, Editing, Budgets, Press Releases, Sports, Community Outreach, Marketing, Event Planning, Vinyasa, Teaching, Research, Strategic Planning, Healing, Hatha Yoga, Fitness, Meditation, Wellness Coaching, Lifestyle
Education
University of California, Irvine - The Paul Merage School of Business 2004 — 2006
MBA, Marketing
Franklin & Marshall College 1990 — 1994
BA, Geosciences
Leah Emkin's Wilshire Associates Experience May 2008 - Present
Job Vice President at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates May 2008 - Present
Skills
Fixed Income, Strategic Planning, Equities, Alternative Investments, Asset Management, Bloomberg, Financial Modeling, Investments, Due Diligence, Investment Strategies, Asset Allocation, Mutual Funds, Asset Managment, Portfolio Management, Investment Management, Investment Advisory, Securities
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2005 — 2007
MBA
Claremont Graduate University 2005 — 2007
MA- Arts and Cultural Management
Lewis and Clark College 1999 — 2003
BA, English Literature/Fine Art
Wilshire Associates May 2008 - Present
Skills
Fixed Income, Strategic Planning, Equities, Alternative Investments, Asset Management, Bloomberg, Financial Modeling, Investments, Due Diligence, Investment Strategies, Asset Allocation, Mutual Funds, Asset Managment, Portfolio Management, Investment Management, Investment Advisory, Securities
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2005 — 2007
MBA
Claremont Graduate University 2005 — 2007
MA- Arts and Cultural Management
Lewis and Clark College 1999 — 2003
BA, English Literature/Fine Art
Eric Soriano's Wilshire Associates Experience 1988 - 1994
Job Director at Nielsen
Industry Entertainment
Experience
Nielsen Entertainment 2006 - Present
ACNielsen 2000 - 2005
PepsiCo - Quaker Oats 1996 - 2000
Wilshire Associates 1988 - 1994
Skills
Nielsen, Consumer Insights, Marketing Research, Analytics, Market Research, Competitive Analysis, Consumer Products, Quantitative Research, Consumer Behaviour, Market Analysis, Brand Management, Brand Equity
Education
Asian Institute of Management
MBA, Business
University of California, Los Angeles
BS, Applied Mathematics
Nielsen Entertainment 2006 - Present
ACNielsen 2000 - 2005
PepsiCo - Quaker Oats 1996 - 2000
Wilshire Associates 1988 - 1994
Skills
Nielsen, Consumer Insights, Marketing Research, Analytics, Market Research, Competitive Analysis, Consumer Products, Quantitative Research, Consumer Behaviour, Market Analysis, Brand Management, Brand Equity
Education
Asian Institute of Management
MBA, Business
University of California, Los Angeles
BS, Applied Mathematics
Laura (McCandless) Lang's Wilshire Associates Experience July 1991 - August 1996
Job Independent Marketing Professional
Industry Market Research
Experience
Self employed January 2005 - Present
Toyota Motor Sales, USA December 2006 - March 2007
Toyota Motor Sales, USA June 2000 - January 2005
Toyota Motor Sales, USA August 1998 - June 2000
Wilshire Associates July 1991 - August 1996
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1996 — 1998
MBA, Marketing
University of California, Los Angeles 1987 — 1991
BA, Economics
Self employed January 2005 - Present
Toyota Motor Sales, USA December 2006 - March 2007
Toyota Motor Sales, USA June 2000 - January 2005
Toyota Motor Sales, USA August 1998 - June 2000
Wilshire Associates July 1991 - August 1996
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1996 — 1998
MBA, Marketing
University of California, Los Angeles 1987 — 1991
BA, Economics
Andy Wiley's Wilshire Associates Experience 1997 - 1999
Job Attorney at Realty Title
Industry Real Estate
Experience
Realty Title June 2006 - Present
Fearnley & Califf, PLLC June 2003 - June 2006
The Schneider Law Firm June 2000 - June 2003
Wilshire Associates 1997 - 1999
Wilshire Associates 1997 - 1999
Bankers Trust 1993 - 1997
Bankers Trust 1993 - 1997
Skills
Real Estate, Contract Negotiation, Foreclosures, Investment Properties, Loans, Management, Negotiation, Real Estate Transactions, Relocation, Sellers
Education
The University of Memphis—Cecil C. Humphreys School of Law 1999 — 2002
California State University-Fullerton, Mihaylo College of Business and Economics 1990 — 1993
BA, Business
Realty Title June 2006 - Present
Fearnley & Califf, PLLC June 2003 - June 2006
The Schneider Law Firm June 2000 - June 2003
Wilshire Associates 1997 - 1999
Wilshire Associates 1997 - 1999
Bankers Trust 1993 - 1997
Bankers Trust 1993 - 1997
Skills
Real Estate, Contract Negotiation, Foreclosures, Investment Properties, Loans, Management, Negotiation, Real Estate Transactions, Relocation, Sellers
Education
The University of Memphis—Cecil C. Humphreys School of Law 1999 — 2002
California State University-Fullerton, Mihaylo College of Business and Economics 1990 — 1993
BA, Business
Jason Bressler's Wilshire Associates Experience January 2010 - March 2011
Job Assistant Vice President at Mesa West Capital
Industry Financial Services
Experience
Mesa West Capital March 2014 - Present
Mesa West Capital March 2012 - March 2014
Mesa West Capital March 2011 - March 2012
Wilshire Associates January 2010 - March 2011
Wilshire Associates June 2008 - January 2010
Skills
Valuation, Asset Managment, Equities, Financial Modeling, Due Diligence, Commercial Real Estate
Education
Brandeis University 2001 — 2005
Mesa West Capital March 2014 - Present
Mesa West Capital March 2012 - March 2014
Mesa West Capital March 2011 - March 2012
Wilshire Associates January 2010 - March 2011
Wilshire Associates June 2008 - January 2010
Skills
Valuation, Asset Managment, Equities, Financial Modeling, Due Diligence, Commercial Real Estate
Education
Brandeis University 2001 — 2005
Jamie Chiu, CFA's Wilshire Associates Experience December 2006 - July 2008
Job Product Analyst at Legg Mason
Industry Financial Services
Experience
Legg Mason April 2015 - Present
MSCI Inc. August 2008 - April 2015
Wilshire Associates December 2006 - July 2008
Wilshire Associates October 2004 - December 2006
American International Group September 2003 - September 2004
Skills
Hedge Funds, Fixed Income, Equities, Derivatives, Bloomberg, Portfolio Management, Valuation, Alternative Investments, Asset Management, Capital Markets, Risk Management, Financial Analysis, Asset Allocation, Investments
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Finance and Investments
Legg Mason April 2015 - Present
MSCI Inc. August 2008 - April 2015
Wilshire Associates December 2006 - July 2008
Wilshire Associates October 2004 - December 2006
American International Group September 2003 - September 2004
Skills
Hedge Funds, Fixed Income, Equities, Derivatives, Bloomberg, Portfolio Management, Valuation, Alternative Investments, Asset Management, Capital Markets, Risk Management, Financial Analysis, Asset Allocation, Investments
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Finance and Investments
Mike Tito's Wilshire Associates Experience 2004 - 2006
Job CEO, Head Portfolio Manager
Industry Investment Management
Experience
Insight Advisors November 2008 - Present
Ivory Capital June 2006 - November 2008
Wilshire Associates 2004 - 2006
Skills
Alternative Investments, Hedge Funds, Equities, Asset Management, Portfolio Management, Fixed Income, Asset Managment, Investment Management, Investment Strategies, Bloomberg, Equity Research, Capital Markets
Education
Duke University
BA, Economics
Insight Advisors November 2008 - Present
Ivory Capital June 2006 - November 2008
Wilshire Associates 2004 - 2006
Skills
Alternative Investments, Hedge Funds, Equities, Asset Management, Portfolio Management, Fixed Income, Asset Managment, Investment Management, Investment Strategies, Bloomberg, Equity Research, Capital Markets
Education
Duke University
BA, Economics
Jennifer Vo's Wilshire Associates Experience 1996 - 2001
Job Assistant Counsel, CenCal Health
Industry Hospital & Health Care
Experience
CenCal Health March 2011 - Present
Girardi & Keese February 2009 - October 2009
Payless Foods 2008 - 2009
Law Offices of William Soo Hoo 2004 - 2004
Wilshire Associates 1996 - 2001
Skills
Litigation, Legal Research, Legal Writing, Intellectual Property, Corporate Law, Mediation, Civil Litigation, Employment Law, Commercial Litigation, Licensing, Trademarks, Courts, Healthcare, Litigation Support, Class Actions, Appeals, Business Litigation, Litigation Management, Arbitration, Trade Secrets, Trials
Education
Boston University School of Law 1990 — 1993
JD, Law
University of California, Irvine 1986 — 1990
BA, Social Ecology
CenCal Health March 2011 - Present
Girardi & Keese February 2009 - October 2009
Payless Foods 2008 - 2009
Law Offices of William Soo Hoo 2004 - 2004
Wilshire Associates 1996 - 2001
Skills
Litigation, Legal Research, Legal Writing, Intellectual Property, Corporate Law, Mediation, Civil Litigation, Employment Law, Commercial Litigation, Licensing, Trademarks, Courts, Healthcare, Litigation Support, Class Actions, Appeals, Business Litigation, Litigation Management, Arbitration, Trade Secrets, Trials
Education
Boston University School of Law 1990 — 1993
JD, Law
University of California, Irvine 1986 — 1990
BA, Social Ecology
Reddy Sabbella's Wilshire Associates Experience April 2011 - Present
Job Managing Director at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates April 2011 - Present
MSCI Barra June 2004 - April 2011
BARRA September 1988 - May 2004
Skills
Fixed Income, Management, Equities, Derivatives, Portfolio Management, Portfolio Optimization, Quantitative Finance, Analytics, Risk Management, Market Risk, Quantitative Analytics, Hedge Funds
Education
Oklahoma State University 1986 — 1988
M.S., Computer Science
Indian Institute of Technology, Kanpur 1983 — 1985
M.Tech, Industrial And Management Engineering
Acharya Nagarjuna University 1978 — 1983
B.Tech, Mechanical Engineering
Wilshire Associates April 2011 - Present
MSCI Barra June 2004 - April 2011
BARRA September 1988 - May 2004
Skills
Fixed Income, Management, Equities, Derivatives, Portfolio Management, Portfolio Optimization, Quantitative Finance, Analytics, Risk Management, Market Risk, Quantitative Analytics, Hedge Funds
Education
Oklahoma State University 1986 — 1988
M.S., Computer Science
Indian Institute of Technology, Kanpur 1983 — 1985
M.Tech, Industrial And Management Engineering
Acharya Nagarjuna University 1978 — 1983
B.Tech, Mechanical Engineering
Aric Barton's Wilshire Associates Experience March 2009 - May 2010
Job IT Manager Desktop Services at Keck Medical Center of USC
Industry Information Technology and Services
Experience
Keck Medical Center of USC May 2015 - Present
Republic Indemnity November 2011 - April 2015
Ventura Community Memorial Health System May 2010 - October 2011
Wilshire Associates March 2009 - May 2010
21st Century Insurance April 2008 - March 2009
AIG SunAmerica January 2007 - April 2008
21st Century Insurance July 2006 - January 2007
21st Century Insurance October 2004 - July 2006
AIG SunAmerica August 2000 - October 2004
Skills
Access, Active Directory, Databases, Networking, Business Analysis, Disaster Recovery, Microsoft Office, Process Improvement, Project Management, Software Documentation, Technical Support, Vendor Management, Visio, Leadership, Management, Troubleshooting
Education
California State University-Northridge 1990 — 1992
BS, Business/Finance
Keck Medical Center of USC May 2015 - Present
Republic Indemnity November 2011 - April 2015
Ventura Community Memorial Health System May 2010 - October 2011
Wilshire Associates March 2009 - May 2010
21st Century Insurance April 2008 - March 2009
AIG SunAmerica January 2007 - April 2008
21st Century Insurance July 2006 - January 2007
21st Century Insurance October 2004 - July 2006
AIG SunAmerica August 2000 - October 2004
Skills
Access, Active Directory, Databases, Networking, Business Analysis, Disaster Recovery, Microsoft Office, Process Improvement, Project Management, Software Documentation, Technical Support, Vendor Management, Visio, Leadership, Management, Troubleshooting
Education
California State University-Northridge 1990 — 1992
BS, Business/Finance
Liz Mete's Wilshire Associates Experience December 2012 - June 2014
Job Financial Analyst at Pension Benefit Guaranty Corporation (PBGC)
Industry Financial Services
Experience
Pension Benefit Guaranty Corporation (PBGC) June 2014 - Present
Wilshire Associates December 2012 - June 2014
Wilshire Associates November 2010 - December 2012
Merrill Lynch 2006 - November 2010
Skills
Fixed Income, Financial Modeling, Emerging Markets, Asset Management, Investments
Education
Georgetown University 2003 — 2007
Finance
Pension Benefit Guaranty Corporation (PBGC) June 2014 - Present
Wilshire Associates December 2012 - June 2014
Wilshire Associates November 2010 - December 2012
Merrill Lynch 2006 - November 2010
Skills
Fixed Income, Financial Modeling, Emerging Markets, Asset Management, Investments
Education
Georgetown University 2003 — 2007
Finance
William Wynne's Wilshire Associates Experience July 2009 - January 2011
Job Founder of PopperTech
Industry Financial Services
Experience
PopperTech August 2012 - Present
Axioma Inc. February 2012 - August 2012
Axioma Inc. July 2011 - February 2012
Wilshire Associates July 2009 - January 2011
Stroud Consulting January 2006 - June 2007
Skills
Investments, Research, Security Analysis, Financial Modeling, Quantitative Research, Portfolio Optimization, Valuation, Investment Strategies, Asset Allocation, Portfolio Management, Performance Attribution, Risk Modeling, Risk Analytics, Statistics, Monte Carlo Simulation, Econometrics, Backtesting, Calculus, Differential Equations, Operational Efficiency, Opportunity Assessments, Group Presentations, Excel, VBA, Matlab, VB.NET, SQL, ASP.NET, Hedge Funds, Risk Analysis, Equities, Quantitative Finance, Quantitative Analytics, Financial Risk, Equity Research
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Finance, 3.7
Cornell University 2001 — 2005
BS, Mechanical Engineering
PopperTech August 2012 - Present
Axioma Inc. February 2012 - August 2012
Axioma Inc. July 2011 - February 2012
Wilshire Associates July 2009 - January 2011
Stroud Consulting January 2006 - June 2007
Skills
Investments, Research, Security Analysis, Financial Modeling, Quantitative Research, Portfolio Optimization, Valuation, Investment Strategies, Asset Allocation, Portfolio Management, Performance Attribution, Risk Modeling, Risk Analytics, Statistics, Monte Carlo Simulation, Econometrics, Backtesting, Calculus, Differential Equations, Operational Efficiency, Opportunity Assessments, Group Presentations, Excel, VBA, Matlab, VB.NET, SQL, ASP.NET, Hedge Funds, Risk Analysis, Equities, Quantitative Finance, Quantitative Analytics, Financial Risk, Equity Research
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Finance, 3.7
Cornell University 2001 — 2005
BS, Mechanical Engineering
Joseph Roberts, CFA's Wilshire Associates Experience December 2013 - December 2014
Job Analyst, Results at Capital Group
Industry Investment Management
Experience
Capital Group December 2014 - Present
Wilshire Associates December 2013 - December 2014
Western Asset Management September 2011 - December 2013
LPL Financial October 2008 - September 2011
LPL Financial February 2008 - October 2008
California State University, San Bernardino September 2006 - June 2007
Skills
Portfolio Management, Fixed Income, Equities, Investment Strategies, Asset Management, Investment Management, Quantitative Analytics, Research, Derivatives, Options, Equity Valuation, Programming, SQL, VBA, Bloomberg, Risk Management, Oracle, Microsoft SQL Server, Financial Markets, Mutual Funds, Financial Analysis, Alternative Investments, Financial Services, Finance, Analysis, Corporate Finance, Asset Allocation, Investments, Capital Budgeting, Microsoft Excel, Securities, Hedge Funds, Strategic Financial..., Access Database, Leadership, Access, Financial Advisory, Private Equity, Investment Advisory, Forecasting, Management, Bonds, Financial Modeling, Trading, Valuation, Account Reconciliation, ETFs, Venture Capital, Wealth Management, PHP
Education
California State University-San Bernardino - College of Business and Public Administration
Bachelor of Science, Finance
Capital Group December 2014 - Present
Wilshire Associates December 2013 - December 2014
Western Asset Management September 2011 - December 2013
LPL Financial October 2008 - September 2011
LPL Financial February 2008 - October 2008
California State University, San Bernardino September 2006 - June 2007
Skills
Portfolio Management, Fixed Income, Equities, Investment Strategies, Asset Management, Investment Management, Quantitative Analytics, Research, Derivatives, Options, Equity Valuation, Programming, SQL, VBA, Bloomberg, Risk Management, Oracle, Microsoft SQL Server, Financial Markets, Mutual Funds, Financial Analysis, Alternative Investments, Financial Services, Finance, Analysis, Corporate Finance, Asset Allocation, Investments, Capital Budgeting, Microsoft Excel, Securities, Hedge Funds, Strategic Financial..., Access Database, Leadership, Access, Financial Advisory, Private Equity, Investment Advisory, Forecasting, Management, Bonds, Financial Modeling, Trading, Valuation, Account Reconciliation, ETFs, Venture Capital, Wealth Management, PHP
Education
California State University-San Bernardino - College of Business and Public Administration
Bachelor of Science, Finance
Sean O'Brien, CFA's Wilshire Associates Experience 1998 - 2000
Job Principal, Eirinn Management, LLC
Industry Real Estate
Experience
K-PAX Funding, LLC 2012 - Present
Eirinn Management, LLC April 2007 - Present
U.S. Advisor, LLC May 2003 - April 2007
Prime Advisors, Inc. 2000 - 2003
Wilshire Associates 1998 - 2000
CSAA - Inter-Insurance Bureau June 1993 - December 1997
KPMG US 1988 - 1993
Skills
Asset Managment, Investments, Portfolio Management, Financial Modeling, Capital Markets, Equities, Hedge Funds, Real Estate, Finance, Financial Structuring, Disposition, Investment Properties, Strategy, Mutual Funds, Asset Management, Venture Capital
Education
California State University-Chico 1979 — 1982
Bachelors, Finance/Accounting
Fresno High School 1973 — 1976
K-PAX Funding, LLC 2012 - Present
Eirinn Management, LLC April 2007 - Present
U.S. Advisor, LLC May 2003 - April 2007
Prime Advisors, Inc. 2000 - 2003
Wilshire Associates 1998 - 2000
CSAA - Inter-Insurance Bureau June 1993 - December 1997
KPMG US 1988 - 1993
Skills
Asset Managment, Investments, Portfolio Management, Financial Modeling, Capital Markets, Equities, Hedge Funds, Real Estate, Finance, Financial Structuring, Disposition, Investment Properties, Strategy, Mutual Funds, Asset Management, Venture Capital
Education
California State University-Chico 1979 — 1982
Bachelors, Finance/Accounting
Fresno High School 1973 — 1976
Phil Martinelle's Wilshire Associates Experience July 1999 - April 2015
Job Account Consultant at Axioma Inc
Industry Financial Services
Experience
Axioma Inc. April 2015 - Present
Wilshire Associates July 1999 - April 2015
Skills
Portfolio Management
Education
Arizona State University - W. P. Carey School of Business 1997 — 1999
MBA, Finance
Bucknell University 1990 — 1994
BSME, Mechanical Engineering
Rutgers University-New Brunswick
Masters, Statistics
Axioma Inc. April 2015 - Present
Wilshire Associates July 1999 - April 2015
Skills
Portfolio Management
Education
Arizona State University - W. P. Carey School of Business 1997 — 1999
MBA, Finance
Bucknell University 1990 — 1994
BSME, Mechanical Engineering
Rutgers University-New Brunswick
Masters, Statistics
Sheri Winters's Wilshire Associates Experience 1998 - 2000
Job Concierge at Viceroy Hotel Group
Industry Hospitality
Experience
Viceroy Hotel Group July 2013 - Present
Fairmont Hotels and Resorts August 2011 - June 2013
Sheraton Delfina July 2010 - January 2011
Sheraton Defina 2006 - 2008
Windward School 2004 - 2006
Wilshire Associates 1998 - 2000
Skills
Hotels, Hospitality Industry, Tourism, Hotel Management, Hospitality Management, Hospitality
Education
Dartmouth College
University of California, San Diego
BA, Communications/Economics
Viceroy Hotel Group July 2013 - Present
Fairmont Hotels and Resorts August 2011 - June 2013
Sheraton Delfina July 2010 - January 2011
Sheraton Defina 2006 - 2008
Windward School 2004 - 2006
Wilshire Associates 1998 - 2000
Skills
Hotels, Hospitality Industry, Tourism, Hotel Management, Hospitality Management, Hospitality
Education
Dartmouth College
University of California, San Diego
BA, Communications/Economics
Greg Laurence, CFP®, CIMA®, AIF®'s Wilshire Associates Experience 2005 - 2007
Job Managing Director Investment SolutionsAdvisors at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
Charles Schwab July 2009 - Present
Oberweis Asset Management April 2007 - September 2008
Wilshire Associates 2005 - 2007
Deutsche Asset Management January 2000 - November 2005
Education
Investment Management Education Program - Chicago Booth School of Business 2013 — 2013
CIMA® Program Education
DePaul University 2000 — 2001
Certificate Program in Financial Planning
University of Iowa 1988 — 1992
BA, Political Science, Economics
Charles Schwab February 2013 - Present
Charles Schwab July 2009 - Present
Oberweis Asset Management April 2007 - September 2008
Wilshire Associates 2005 - 2007
Deutsche Asset Management January 2000 - November 2005
Education
Investment Management Education Program - Chicago Booth School of Business 2013 — 2013
CIMA® Program Education
DePaul University 2000 — 2001
Certificate Program in Financial Planning
University of Iowa 1988 — 1992
BA, Political Science, Economics
Paul Rodgers's Wilshire Associates Experience April 2010 - Present
Job Vice Presdent at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates April 2010 - Present
Wilshire Associates November 2007 - February 2010
Ohio Public Employees Retirement System June 2005 - November 2007
Mellon Financial September 1993 - June 2005
Skills
Asset Managment, Investments, Financial Modeling, Valuation, Private Equity, Business Strategy, Venture Capital, Investment Strategies, Strategy, Fund Of Funds, Asset Management, Investment Management, Institutional..., Capital Markets, Hedge Funds, Bloomberg, Equity Research, Financial Advisory, Emerging Markets, Fixed Income, Pensions, Investment Advisory, Due Diligence, Equities
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1990
MBA, Finance
Duquesne University 1983 — 1987
B.S., Finance
Wilshire Associates April 2010 - Present
Wilshire Associates November 2007 - February 2010
Ohio Public Employees Retirement System June 2005 - November 2007
Mellon Financial September 1993 - June 2005
Skills
Asset Managment, Investments, Financial Modeling, Valuation, Private Equity, Business Strategy, Venture Capital, Investment Strategies, Strategy, Fund Of Funds, Asset Management, Investment Management, Institutional..., Capital Markets, Hedge Funds, Bloomberg, Equity Research, Financial Advisory, Emerging Markets, Fixed Income, Pensions, Investment Advisory, Due Diligence, Equities
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1990
MBA, Finance
Duquesne University 1983 — 1987
B.S., Finance
Emmanuel Ohannessian's Wilshire Associates Experience April 2000 - March 2006
Job Software Engineer | AnguarJS | Java
Industry Entertainment
Experience
Entertainment Partners March 2006 - Present
Wilshire Associates April 2000 - March 2006
Sierra Telephone June 1997 - March 2000
Skills
Agile Methodologies, SOA, Scrum, JBoss Application Server, Web Services, SQL, Java Enterprise Edition, SDLC, Spring, Web Applications, Tomcat, XML, JUnit, Software Development, SOAP, Ant, Linux, DB2, UML, Java, Hibernate, Microsoft SQL Server, Object Oriented Design, REST, Enterprise Architecture, Eclipse, angularjs, jQuery, JavaScript, CSS, Bootstrap, git, ClearCase, Swing, Spring Framework
Education
California State University, Fresno 1993 — 1996
BS, Computer Science
Entertainment Partners March 2006 - Present
Wilshire Associates April 2000 - March 2006
Sierra Telephone June 1997 - March 2000
Skills
Agile Methodologies, SOA, Scrum, JBoss Application Server, Web Services, SQL, Java Enterprise Edition, SDLC, Spring, Web Applications, Tomcat, XML, JUnit, Software Development, SOAP, Ant, Linux, DB2, UML, Java, Hibernate, Microsoft SQL Server, Object Oriented Design, REST, Enterprise Architecture, Eclipse, angularjs, jQuery, JavaScript, CSS, Bootstrap, git, ClearCase, Swing, Spring Framework
Education
California State University, Fresno 1993 — 1996
BS, Computer Science
Julie Hoang, CPA's Wilshire Associates Experience June 2015 - Present
Job Accounting Manager at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates June 2015 - Present
DIRECTV May 2010 - May 2015
DirecTV August 2009 - May 2010
Capital Group 2010 - 2010
ResMAE Mortgage Corporation - Citadel Investment Group 2006 - 2008
Moss Adams LLP January 1998 - January 1999
Skills
Financial Analysis, Microsoft Excel, Analysis, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Payments, Customer Service, Financial Modeling, Auditing, Finance, Accounting, Leadership, Process Improvement, Account Reconciliation
Education
California State University-Northridge 1991 — 1996
BS, Accounting
Wilshire Associates June 2015 - Present
DIRECTV May 2010 - May 2015
DirecTV August 2009 - May 2010
Capital Group 2010 - 2010
ResMAE Mortgage Corporation - Citadel Investment Group 2006 - 2008
Moss Adams LLP January 1998 - January 1999
Skills
Financial Analysis, Microsoft Excel, Analysis, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Payments, Customer Service, Financial Modeling, Auditing, Finance, Accounting, Leadership, Process Improvement, Account Reconciliation
Education
California State University-Northridge 1991 — 1996
BS, Accounting
S. Frank Reynolds's Wilshire Associates Experience 1985 - 1986
Job proficient real estate professional
Industry Real Estate
Experience
New American Funding June 2015 - Present
LPS Data & Analytics September 2012 - December 2014
Landsafe Real Estate Company, a subsidiary of Bank of America June 2006 - September 2012
N/A 2003 - 2006
PGP Valuation Inc January 2001 - 2003
Eikon Investments/JPI Development/La Quinta Hotels 2000 - 2001
The Money Store, a subsidiary of First Union Bank 1995 - 2000
PRA Securities Advisors, a subsidiary of JMB Properties, San Francisco, CA 1990 - 1991
Liquidity Fund Investment Corporation 1987 - 1990
Wilshire Associates 1985 - 1986
Skills
Real Estate, Real Estate Economics, Valuation, Appraisals, Commercial Real Estate, Investment Properties, Mortgage Banking, Residential Mortgages, Real Estate Development, Research, Securities Market, Limited Partnerships, Single Family Homes, FHA, Residential Homes
Education
California State University, Fresno 1992 — 1994
MBA, Finance and Financial Management Services
California State University, Sacramento 1983 — 1985
Bachelor of Science (BS), Finance, General
California State Polytechnic University-Pomona 1980 — 1982
Business Administration and Management, General
New American Funding June 2015 - Present
LPS Data & Analytics September 2012 - December 2014
Landsafe Real Estate Company, a subsidiary of Bank of America June 2006 - September 2012
N/A 2003 - 2006
PGP Valuation Inc January 2001 - 2003
Eikon Investments/JPI Development/La Quinta Hotels 2000 - 2001
The Money Store, a subsidiary of First Union Bank 1995 - 2000
PRA Securities Advisors, a subsidiary of JMB Properties, San Francisco, CA 1990 - 1991
Liquidity Fund Investment Corporation 1987 - 1990
Wilshire Associates 1985 - 1986
Skills
Real Estate, Real Estate Economics, Valuation, Appraisals, Commercial Real Estate, Investment Properties, Mortgage Banking, Residential Mortgages, Real Estate Development, Research, Securities Market, Limited Partnerships, Single Family Homes, FHA, Residential Homes
Education
California State University, Fresno 1992 — 1994
MBA, Finance and Financial Management Services
California State University, Sacramento 1983 — 1985
Bachelor of Science (BS), Finance, General
California State Polytechnic University-Pomona 1980 — 1982
Business Administration and Management, General
Vardges Markosyan, CFA's Wilshire Associates Experience December 2006 - June 2012
Job Associate at Conrad N. Hilton Foundation
Industry Financial Services
Experience
Conrad N. Hilton Foundation September 2012 - Present
Wilshire Associates December 2006 - June 2012
Wilshire Associates November 2004 - December 2006
Wilshire Associates January 2003 - October 2004
Wilshire Associates March 2001 - December 2002
Skills
Microsoft Office, Fixed Income, Equities, Hedge Funds, Asset Managment, Bloomberg, Alternative Investments, Investments, Financial Risk, Private Equity, Asset Management, Portfolio Management, Mutual Funds, Financial Modeling, Investment Strategies, Equity Research, Financial Analysis, Trading, Bonds, Quantitative Analytics, Institutional..., Finance, Quantitative Finance, Wealth Management, Capital Markets, Asset Allocation, Corporate Finance, Valuation, Financial Markets, Analysis, Credit, Derivatives, Investment Advisory, Securities, Investment Banking, Series 7, Fund Of Funds, Bloomberg Terminal, Equity Derivatives, Investment Management, Emerging Markets, Performance Attribution, Due Diligence
Education
California State University-Northridge 1998 — 2000
B.S., Finance
Conrad N. Hilton Foundation September 2012 - Present
Wilshire Associates December 2006 - June 2012
Wilshire Associates November 2004 - December 2006
Wilshire Associates January 2003 - October 2004
Wilshire Associates March 2001 - December 2002
Skills
Microsoft Office, Fixed Income, Equities, Hedge Funds, Asset Managment, Bloomberg, Alternative Investments, Investments, Financial Risk, Private Equity, Asset Management, Portfolio Management, Mutual Funds, Financial Modeling, Investment Strategies, Equity Research, Financial Analysis, Trading, Bonds, Quantitative Analytics, Institutional..., Finance, Quantitative Finance, Wealth Management, Capital Markets, Asset Allocation, Corporate Finance, Valuation, Financial Markets, Analysis, Credit, Derivatives, Investment Advisory, Securities, Investment Banking, Series 7, Fund Of Funds, Bloomberg Terminal, Equity Derivatives, Investment Management, Emerging Markets, Performance Attribution, Due Diligence
Education
California State University-Northridge 1998 — 2000
B.S., Finance
Tom Dunlap, CFA's Wilshire Associates Experience February 2010 - November 2011
Job Portfolio Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company September 2013 - Present
Loomis, Sayles & Company November 2011 - September 2013
Wilshire Associates February 2010 - November 2011
QC Software, Inc May 2008 - August 2008
Agistix May 2007 - July 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA)
Denison University 2005 — 2009
BA, Economics
Danish Institute for Study Abroad 2007 — 2007
International Business & Economics
Loomis, Sayles & Company September 2013 - Present
Loomis, Sayles & Company November 2011 - September 2013
Wilshire Associates February 2010 - November 2011
QC Software, Inc May 2008 - August 2008
Agistix May 2007 - July 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA)
Denison University 2005 — 2009
BA, Economics
Danish Institute for Study Abroad 2007 — 2007
International Business & Economics
Martin Koch, CFA, CAIA's Wilshire Associates Experience 2005 - 2007
Job Senior Associate at Island Capital Group
Industry Investment Management
Experience
Island Capital Group LLC (C-III Capital Partners LLC) 2011 - Present
AEW Capital Management 2007 - 2011
Wilshire Associates 2005 - 2007
Skills
Financial Modeling, Investments, Asset Management, Valuation, Equities, Private Equity, Alternative Investments, Investment Management, Bloomberg, Capital Markets, Equity Research, Fixed Income, Due Diligence, Hedge Funds, Real Estate Private..., Mergers & Acquisitions, Structured Finance, Financial Structuring, Real Estate Economics, Investment Strategies, Financial Analysis, Derivatives, Corporate Finance, Acquisitions
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2005
Bachelors of Business Administration, Finance
Island Capital Group LLC (C-III Capital Partners LLC) 2011 - Present
AEW Capital Management 2007 - 2011
Wilshire Associates 2005 - 2007
Skills
Financial Modeling, Investments, Asset Management, Valuation, Equities, Private Equity, Alternative Investments, Investment Management, Bloomberg, Capital Markets, Equity Research, Fixed Income, Due Diligence, Hedge Funds, Real Estate Private..., Mergers & Acquisitions, Structured Finance, Financial Structuring, Real Estate Economics, Investment Strategies, Financial Analysis, Derivatives, Corporate Finance, Acquisitions
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2005
Bachelors of Business Administration, Finance
Yong Ba's Wilshire Associates Experience July 1998 - January 2002
Job AVP Application Programming at Bank of America
Industry Financial Services
Experience
Bank of America February 2005 - Present
Countrywide February 2005 - January 2009
Mail.com Media Corporation August 2002 - February 2005
Wilshire Associates July 1998 - January 2002
Education
California State Polytechnic University-Pomona
Master, Computer Science
Bank of America February 2005 - Present
Countrywide February 2005 - January 2009
Mail.com Media Corporation August 2002 - February 2005
Wilshire Associates July 1998 - January 2002
Education
California State Polytechnic University-Pomona
Master, Computer Science
Benjamin Yang's Wilshire Associates Experience 2003 - 2005
Job Sr. Vice President at Adelante Capital Management
Industry Financial Services
Experience
Adelante Capital Management 2014 - Present
Evercore Partners 2012 - 2014
Keefe, Bruyette & Woods 2009 - 2012
Green Street Advisors 2005 - 2009
Wilshire Associates 2003 - 2005
Merrill Lynch 2002 - 2002
Mercer 1996 - 2001
Skills
Financial Modeling, Valuation, Equity Research, Capital Markets, Equities, Chartered Financial..., Finance, High Yield, Fixed Income, Investment Research, Alternative Investments, Credit Rating, Investment Management, Investments, Securities, Asset Management, Financial Analysis
Education
University of Chicago
MBA, Finance & Accounting
Boston University
BA, Math & Economics
Adelante Capital Management 2014 - Present
Evercore Partners 2012 - 2014
Keefe, Bruyette & Woods 2009 - 2012
Green Street Advisors 2005 - 2009
Wilshire Associates 2003 - 2005
Merrill Lynch 2002 - 2002
Mercer 1996 - 2001
Skills
Financial Modeling, Valuation, Equity Research, Capital Markets, Equities, Chartered Financial..., Finance, High Yield, Fixed Income, Investment Research, Alternative Investments, Credit Rating, Investment Management, Investments, Securities, Asset Management, Financial Analysis
Education
University of Chicago
MBA, Finance & Accounting
Boston University
BA, Math & Economics
Thomas Lynch's Wilshire Associates Experience January 1991 - December 2008
Job Senior Managing Director at Cliffwater LLC
Industry Investment Management
Experience
Cliffwater LLC January 2008 - Present
Wilshire Associates January 1991 - December 2008
Skills
Alternative Investments, Fund Of Funds, Private Equity, Fixed Income, Equities, Asset Allocation, Asset Management, Capital Markets, Hedge Funds, Chartered Financial..., Institutional..., Investment Management, Portfolio Management, Venture Capital, Due Diligence, Pension Funds, LBO
Education
Duquesne University School of Law 1987 — 1991
JD
Boston College 1977 — 1981
BS, Finance
Cliffwater LLC January 2008 - Present
Wilshire Associates January 1991 - December 2008
Skills
Alternative Investments, Fund Of Funds, Private Equity, Fixed Income, Equities, Asset Allocation, Asset Management, Capital Markets, Hedge Funds, Chartered Financial..., Institutional..., Investment Management, Portfolio Management, Venture Capital, Due Diligence, Pension Funds, LBO
Education
Duquesne University School of Law 1987 — 1991
JD
Boston College 1977 — 1981
BS, Finance
Michael Lee's Wilshire Associates Experience August 2005 - September 2007
Job Head of Business Analytics at NerdWallet
Industry Internet
Experience
NerdWallet June 2014 - Present
LinkedIn March 2011 - May 2014
Yahoo! September 2010 - March 2011
Perform Local / Done Right September 2007 - December 2008
Wilshire Associates August 2005 - September 2007
ACC Capital Holdings December 2004 - August 2005
Pinnacle Associates May 2003 - September 2004
Education
Columbia University in the City of New York 2000 — 2004
BA, Economics
Södertörns högskola 2009 — 2010
MS, Interactive Media
NerdWallet June 2014 - Present
LinkedIn March 2011 - May 2014
Yahoo! September 2010 - March 2011
Perform Local / Done Right September 2007 - December 2008
Wilshire Associates August 2005 - September 2007
ACC Capital Holdings December 2004 - August 2005
Pinnacle Associates May 2003 - September 2004
Education
Columbia University in the City of New York 2000 — 2004
BA, Economics
Södertörns högskola 2009 — 2010
MS, Interactive Media
Steven Bradley, MBA's Wilshire Associates Experience July 2011 - November 2012
Job Sr Database Consultant at Independent Sr Database Consultant
Industry Security and Investigations
Experience
Independent Sr Database Consultant August 2015 - Present
Bay Alarm Company July 2013 - August 2015
TEKsystems November 2012 - June 2013
Wilshire Associates July 2011 - November 2012
Shopzilla December 2007 - June 2011
Extra Cache, LLC May 2005 - April 2010
The Nielsen Company December 1993 - December 2007
Capital Group May 1990 - December 1993
Software AG May 1988 - May 1990
Weyerhaeuser August 1981 - April 1988
Skills
Sybase ASE, Sybase, Database Design, Performance Tuning, Database Administration, Data Warehousing, SQL, Databases, Business Intelligence, Data Modeling, Unix, Relational Databases, Database Development, Database Management, T-SQL, Linux, SSIS, Microsoft SQL Server, Management, Replication Technologies, Agile Methodologies, Unix Shell Scripting, Data Warehouse..., Disaster Recovery, Replication, Stored Procedures, Scrum, Data Architecture, Oracle, Database Admin, ETL, Data Migration
Education
University of Phoenix - Tampa/Clearwater 2001 — 2003
MBA, Business
University of South Carolina-Columbia 1976 — 1978
BS, Computer Science
Furman University 1974 — 1976
Music, Computer Science
Newberry High
Independent Sr Database Consultant August 2015 - Present
Bay Alarm Company July 2013 - August 2015
TEKsystems November 2012 - June 2013
Wilshire Associates July 2011 - November 2012
Shopzilla December 2007 - June 2011
Extra Cache, LLC May 2005 - April 2010
The Nielsen Company December 1993 - December 2007
Capital Group May 1990 - December 1993
Software AG May 1988 - May 1990
Weyerhaeuser August 1981 - April 1988
Skills
Sybase ASE, Sybase, Database Design, Performance Tuning, Database Administration, Data Warehousing, SQL, Databases, Business Intelligence, Data Modeling, Unix, Relational Databases, Database Development, Database Management, T-SQL, Linux, SSIS, Microsoft SQL Server, Management, Replication Technologies, Agile Methodologies, Unix Shell Scripting, Data Warehouse..., Disaster Recovery, Replication, Stored Procedures, Scrum, Data Architecture, Oracle, Database Admin, ETL, Data Migration
Education
University of Phoenix - Tampa/Clearwater 2001 — 2003
MBA, Business
University of South Carolina-Columbia 1976 — 1978
BS, Computer Science
Furman University 1974 — 1976
Music, Computer Science
Newberry High
Isaac Seong's Wilshire Associates Experience August 2012 - September 2013
Job Youth/EM Pastor at InChrist Community Church
Industry Religious Institutions
Experience
InChrist Community Church August 2013 - Present
Wilshire Associates August 2012 - September 2013
KPMG October 2011 - July 2012
KPMG June 2010 - August 2010
Equilar February 2010 - May 2010
Skills
Accounting, Financial Accounting, Financial Reporting, Auditing, GAAP, Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Analysis
Education
Fuller Theological Seminary
Master's Degree
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
Bachelor of Science (B.S.), Business
InChrist Community Church August 2013 - Present
Wilshire Associates August 2012 - September 2013
KPMG October 2011 - July 2012
KPMG June 2010 - August 2010
Equilar February 2010 - May 2010
Skills
Accounting, Financial Accounting, Financial Reporting, Auditing, GAAP, Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Analysis
Education
Fuller Theological Seminary
Master's Degree
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
Bachelor of Science (B.S.), Business
Eileen Neil's Wilshire Associates Experience August 1988 - Present
Job Managing Director at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates August 1988 - Present
Ford Motor Company 1985 - August 1988
Wilshire Associates 1983 - 1985
Skills
Alternative Investments, Fixed Income, Hedge Funds, Asset Management, Investments, Asset Allocation, Equities, Investment Strategies, Private Equity, Capital Markets, Mutual Funds, Derivatives
Education
Chapman University 1985 — 1988
Master of Business Administration (MBA), Finance, Investments
University of Arizona 1978 — 1982
BSBA, Marketing Research, Accounting minor
Wilshire Associates August 1988 - Present
Ford Motor Company 1985 - August 1988
Wilshire Associates 1983 - 1985
Skills
Alternative Investments, Fixed Income, Hedge Funds, Asset Management, Investments, Asset Allocation, Equities, Investment Strategies, Private Equity, Capital Markets, Mutual Funds, Derivatives
Education
Chapman University 1985 — 1988
Master of Business Administration (MBA), Finance, Investments
University of Arizona 1978 — 1982
BSBA, Marketing Research, Accounting minor
Nicolae Iulian Tudor's Wilshire Associates Experience February 2011 - Present
Job Vice President at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates February 2011 - Present
Butterfield Fulcrum Group, Ltd. October 2009 - February 2011
PNC Global Investment Servicing, Inc. June 2002 - September 2009
Skills
Valuation, Financial Accounting, Corporate Actions, Variance Analysis, Hedge Funds, Cash Flow, Fund Accounting, Alternative Investments, Fixed Income, Equities, Bonds, Asset Managment, Financial Analysis, Investments, Bloomberg, Portfolio Management, Account Reconciliation, Due Diligence, Financial Reporting, Accounting, Asset Management, Mutual Funds, Finance, Fund Of Funds, Securities
Education
Philadelphia University 2000 — 2002
MBA
Academy of Economic Studies, Bucharest 1996 — 2000
Bachelor
Wilshire Associates February 2011 - Present
Butterfield Fulcrum Group, Ltd. October 2009 - February 2011
PNC Global Investment Servicing, Inc. June 2002 - September 2009
Skills
Valuation, Financial Accounting, Corporate Actions, Variance Analysis, Hedge Funds, Cash Flow, Fund Accounting, Alternative Investments, Fixed Income, Equities, Bonds, Asset Managment, Financial Analysis, Investments, Bloomberg, Portfolio Management, Account Reconciliation, Due Diligence, Financial Reporting, Accounting, Asset Management, Mutual Funds, Finance, Fund Of Funds, Securities
Education
Philadelphia University 2000 — 2002
MBA
Academy of Economic Studies, Bucharest 1996 — 2000
Bachelor
Nordy Isaac's Wilshire Associates Experience July 1998 - June 2013
Job
Industry Information Technology and Services
Experience
Sony Pictures Entertainment June 2013 - Present
Wilshire Associates July 1998 - June 2013
Education
California State Polytechnic University-Pomona 1994 — 1998
BS
Sony Pictures Entertainment June 2013 - Present
Wilshire Associates July 1998 - June 2013
Education
California State Polytechnic University-Pomona 1994 — 1998
BS
Futsum Merhazion's Wilshire Associates Experience June 1998 - June 2004
Job Managment Analyst at KGS
Industry Financial Services
Experience
KGS October 2005 - October 2013
Kforce Government Solutions (KGS) October 2005 - October 2013
Wilshire Associates June 1998 - June 2004
Skills
Financial Analysis, Data Analysis, Financial Modeling, Financial Reporting, Budget Monitoring, Budgets, Budget Management, Budgeting, Financial Management...
Education
Georgetown University - The McDonough School of Business 2004 — 2005
MBA, General Management
University of Pittsburgh 1993 — 1997
BS, Econ/Stat
KGS October 2005 - October 2013
Kforce Government Solutions (KGS) October 2005 - October 2013
Wilshire Associates June 1998 - June 2004
Skills
Financial Analysis, Data Analysis, Financial Modeling, Financial Reporting, Budget Monitoring, Budgets, Budget Management, Budgeting, Financial Management...
Education
Georgetown University - The McDonough School of Business 2004 — 2005
MBA, General Management
University of Pittsburgh 1993 — 1997
BS, Econ/Stat
Pushyamithra Santhanam's Wilshire Associates Experience June 1999 - Present
Job VicePresident and Database Architect at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates June 1999 - Present
Skills
Microsoft SQL Server, Unix, Sybase Adaptive Server, Financial Databases, Financial Data..., ETL, Unix Shell Scripting, Fixed Income, Credit Derivatives, Hedge Funds
Education
Bharathiar University 1989 — 1994
B.S, Electronics and Communication Engineering
CDAC 1993 — 1993
Diploma in Advanced Computing, Computer Programming and Databases
Wilshire Associates June 1999 - Present
Skills
Microsoft SQL Server, Unix, Sybase Adaptive Server, Financial Databases, Financial Data..., ETL, Unix Shell Scripting, Fixed Income, Credit Derivatives, Hedge Funds
Education
Bharathiar University 1989 — 1994
B.S, Electronics and Communication Engineering
CDAC 1993 — 1993
Diploma in Advanced Computing, Computer Programming and Databases
Tanawit Boonteppratan's Wilshire Associates Experience June 1999 - October 2011
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2014 - Present
HedgeMark International LLC October 2011 - May 2014
Wilshire Associates June 1999 - October 2011
Skills
C#, ASP.NET MVC, LINQ, XML, ASP, JavaScript, jQuery, SQL, Entity Framework, Visual Basic, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Portfolio Management, Valuation, SDLC, Asset Management, Microsoft SQL Server, Database Design, VBA
Education
California State University-Los Angeles 1997 — 1999
BS, Computer Science
BNY Mellon May 2014 - Present
HedgeMark International LLC October 2011 - May 2014
Wilshire Associates June 1999 - October 2011
Skills
C#, ASP.NET MVC, LINQ, XML, ASP, JavaScript, jQuery, SQL, Entity Framework, Visual Basic, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Portfolio Management, Valuation, SDLC, Asset Management, Microsoft SQL Server, Database Design, VBA
Education
California State University-Los Angeles 1997 — 1999
BS, Computer Science
Mark Nigro, CFA's Wilshire Associates Experience November 2004 - May 2008
Job AVP, Consulant Relations & Client Service at Legg Mason
Industry Financial Services
Experience
Legg Mason January 2011 - Present
Western Asset Management June 2008 - January 2011
Wilshire Associates November 2004 - May 2008
Skills
Fixed Income, Mutual Funds, Portfolio Management, Equities, Asset Management, Investment Strategies, Investments, Asset Allocation, Bloomberg, Finance, Series 63, Analytics, Series 7, Hedge Funds, Securities, Investment Management, Alternative Investments
Education
Canisius College
B.S., Finance
Legg Mason January 2011 - Present
Western Asset Management June 2008 - January 2011
Wilshire Associates November 2004 - May 2008
Skills
Fixed Income, Mutual Funds, Portfolio Management, Equities, Asset Management, Investment Strategies, Investments, Asset Allocation, Bloomberg, Finance, Series 63, Analytics, Series 7, Hedge Funds, Securities, Investment Management, Alternative Investments
Education
Canisius College
B.S., Finance
Alvin Yue's Wilshire Associates Experience 1991 - 1993
Job Sr. Java Developer at Daybreak Game Company
Industry Wireless
Experience
Daybreak Game Company February 2015 - Present
Sony Online Entertainment December 2011 - January 2015
Phunware, Inc. July 2011 - December 2011
GoTV Networks March 2010 - July 2011
Hands-On Mobile March 2008 - March 2010
Nexus Biosystems 2007 - 2008
Pacific Science & Engineering Group 1993 - 2000
Wilshire Associates 1991 - 1993
Skills
iPhone, Mobile Applications
Education
UCLA 1990 — 1991
MS, Computer Science
UCSD 1986 — 1989
BS, Computer Engineering
Foothill College 1984 — 1986
Daybreak Game Company February 2015 - Present
Sony Online Entertainment December 2011 - January 2015
Phunware, Inc. July 2011 - December 2011
GoTV Networks March 2010 - July 2011
Hands-On Mobile March 2008 - March 2010
Nexus Biosystems 2007 - 2008
Pacific Science & Engineering Group 1993 - 2000
Wilshire Associates 1991 - 1993
Skills
iPhone, Mobile Applications
Education
UCLA 1990 — 1991
MS, Computer Science
UCSD 1986 — 1989
BS, Computer Engineering
Foothill College 1984 — 1986
Tam Chau's Wilshire Associates Experience
Job VP at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates
Skills
Fixed Income, Asset Allocation, Performance Attribution, Institutional..., Wilshire Compass, Rebalancing Portfolio
Education
California State University-Northridge
BS, Computer Science
Wilshire Associates
Skills
Fixed Income, Asset Allocation, Performance Attribution, Institutional..., Wilshire Compass, Rebalancing Portfolio
Education
California State University-Northridge
BS, Computer Science
Shannon Geissler's Wilshire Associates Experience December 2006 - March 2008
Job Paralegal at Eckert Seamans Cherrin & Mellot, LLC
Industry Law Practice
Experience
Eckert Seamans Cherrin & Mellot, LLC October 2009 - Present
Jackson Lewis LLP March 2007 - May 2009
Wilshire Associates December 2006 - March 2008
Skills
Legal Research, Legal Writing, Litigation Support, Civil Litigation, Litigation, Document Review, Legal Assistance, Legal Documents, Outlook, Microsoft Office, Microsoft Word, Document Drafting, Microsoft Excel, Public Speaking, PowerPoint, Paralegals, PACER, Pleadings, Trials, Legal Discovery, Litigation Management, Summation iBlaze, Courts, Westlaw
Education
Duquesne University 2009 — 2009
Certificate, Paralegal Studies
University of Pittsburgh 2001 — 2005
Bachelor of Arts, Communication
Eckert Seamans Cherrin & Mellot, LLC October 2009 - Present
Jackson Lewis LLP March 2007 - May 2009
Wilshire Associates December 2006 - March 2008
Skills
Legal Research, Legal Writing, Litigation Support, Civil Litigation, Litigation, Document Review, Legal Assistance, Legal Documents, Outlook, Microsoft Office, Microsoft Word, Document Drafting, Microsoft Excel, Public Speaking, PowerPoint, Paralegals, PACER, Pleadings, Trials, Legal Discovery, Litigation Management, Summation iBlaze, Courts, Westlaw
Education
Duquesne University 2009 — 2009
Certificate, Paralegal Studies
University of Pittsburgh 2001 — 2005
Bachelor of Arts, Communication
Steve DiGirolamo, CFA's Wilshire Associates Experience February 2012 - Present
Job Associate at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates February 2012 - Present
Yanni Partners April 2005 - January 2012
Federated Investors April 2004 - April 2005
Skills
Alternative Investments, Investments, Microsoft Excel, Analysis, Asset Allocation, Equities, Investment Strategies, Investment Management, Finance, Asset Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
Finance
Allegheny College 1999 — 2003
Bachelor Degree, Economics
Wilshire Associates February 2012 - Present
Yanni Partners April 2005 - January 2012
Federated Investors April 2004 - April 2005
Skills
Alternative Investments, Investments, Microsoft Excel, Analysis, Asset Allocation, Equities, Investment Strategies, Investment Management, Finance, Asset Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
Finance
Allegheny College 1999 — 2003
Bachelor Degree, Economics
Jon Gaffney's Wilshire Associates Experience February 2012 - Present
Job Associate at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates February 2012 - Present
Slater and Gordon Lawyers June 2011 - January 2012
EY March 2005 - February 2010
EY December 2003 - January 2004
Skills
Equities, Valuation, Bloomberg, Performance Attribution, Investments, Financial Modeling, Investment Strategies, Mergers & Acquisitions, Financial Analysis, Due Diligence, Corporate Finance, Private Equity, Risk Management, Business Valuation, Management, Finance, Business Development
Education
Macquarie University
Master's Degree, Applied Finance
Chartered Accountants Australia and New Zealand
University of Adelaide
Bachelor's Degree, Law (Hons.)
University of Adelaide
Bachelor's Degree, Commerce
Wilshire Associates February 2012 - Present
Slater and Gordon Lawyers June 2011 - January 2012
EY March 2005 - February 2010
EY December 2003 - January 2004
Skills
Equities, Valuation, Bloomberg, Performance Attribution, Investments, Financial Modeling, Investment Strategies, Mergers & Acquisitions, Financial Analysis, Due Diligence, Corporate Finance, Private Equity, Risk Management, Business Valuation, Management, Finance, Business Development
Education
Macquarie University
Master's Degree, Applied Finance
Chartered Accountants Australia and New Zealand
University of Adelaide
Bachelor's Degree, Law (Hons.)
University of Adelaide
Bachelor's Degree, Commerce
Doug Herrera's Wilshire Associates Experience March 2013 - Present
Job Associate at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates March 2013 - Present
Kayne Anderson Capital Advisors July 2011 - October 2012
Nuveen Investments October 2007 - July 2011
Nuveen Investments May 2006 - October 2007
Merrill Lynch February 2005 - September 2005
Skills
Marketing, Finance, Marketing Communications, Reports, Market Research, Pitch Books, Sales Analysis, Microsoft Excel, PowerPoint, Photoshop, InDesign, Fact Sheets, Illustrator, Graphic Design, Performance Measurement, Calculations, Graphics, Designs, FactSet, FIN software, Bilingual Proficiency, Cash Management, Mutual Funds, Hedge Funds, Financial Analysis, Asset Management, Portfolio Management, Alternative Investments, Fixed Income, Equities, Securities, Investments, Bloomberg
Education
California State University-Los Angeles 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Wilshire Associates March 2013 - Present
Kayne Anderson Capital Advisors July 2011 - October 2012
Nuveen Investments October 2007 - July 2011
Nuveen Investments May 2006 - October 2007
Merrill Lynch February 2005 - September 2005
Skills
Marketing, Finance, Marketing Communications, Reports, Market Research, Pitch Books, Sales Analysis, Microsoft Excel, PowerPoint, Photoshop, InDesign, Fact Sheets, Illustrator, Graphic Design, Performance Measurement, Calculations, Graphics, Designs, FactSet, FIN software, Bilingual Proficiency, Cash Management, Mutual Funds, Hedge Funds, Financial Analysis, Asset Management, Portfolio Management, Alternative Investments, Fixed Income, Equities, Securities, Investments, Bloomberg
Education
California State University-Los Angeles 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group