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
Lawrence Remstedt Lawrence Remstedt's Wilshire Associates Experience 1988 - 1991
Job New responsibility within AXA IM/AXA Rosenberg
Industry Investment Management
Experience
AXA Investment Managers April 2013 - Present
AXA Rosenberg August 2008 - April 2013
American Century Investments March 2003 - 2008
Citigroup Asset Management, New York 1996 - 2002
Citibank Global Asset Management, London May 1993 - September 1996
Wilshire Associates 1988 - 1991
Education
Rotterdam School of Management, Erasmus University 1991 — 1993
MBA, Emphasis in Finance
AXA Investment Managers April 2013 - Present
AXA Rosenberg August 2008 - April 2013
American Century Investments March 2003 - 2008
Citigroup Asset Management, New York 1996 - 2002
Citibank Global Asset Management, London May 1993 - September 1996
Wilshire Associates 1988 - 1991
Education
Rotterdam School of Management, Erasmus University 1991 — 1993
MBA, Emphasis in Finance
Alexander Kelley Alexander Kelley's Wilshire Associates Experience July 2012 - August 2014
Job Investment Professional at K1 Investment Management
Industry Venture Capital & Private Equity
Experience
K1 Investment Management September 2014 - Present
Wilshire Associates July 2012 - August 2014
CalPERS March 2012 - July 2012
Morgan Stanley September 2010 - December 2010
Skills
Investments, Financial Markets, Asset Allocation, Valuation, Financial Modeling, Financial Analysis, Microsoft Office, Bloomberg, Fixed Income, Alternative Investments, Portfolio Management, Wealth Management, Hedge Funds, Equities, Value Investing, Commodities, Investment Manager..., Master Limited..., Real Asset Investing, Asset Management, Mutual Funds, LBO Modeling, Investment Management
Education
University of California, Davis
B.S. Managerial Economics, 3.9/4.0 GPA
London School of Economics and Political Science
Finance (Summer Abroad), 4.0
Wall Street Prep - Financial Modeling Boot Camp 2013 — 2013
K1 Investment Management September 2014 - Present
Wilshire Associates July 2012 - August 2014
CalPERS March 2012 - July 2012
Morgan Stanley September 2010 - December 2010
Skills
Investments, Financial Markets, Asset Allocation, Valuation, Financial Modeling, Financial Analysis, Microsoft Office, Bloomberg, Fixed Income, Alternative Investments, Portfolio Management, Wealth Management, Hedge Funds, Equities, Value Investing, Commodities, Investment Manager..., Master Limited..., Real Asset Investing, Asset Management, Mutual Funds, LBO Modeling, Investment Management
Education
University of California, Davis
B.S. Managerial Economics, 3.9/4.0 GPA
London School of Economics and Political Science
Finance (Summer Abroad), 4.0
Wall Street Prep - Financial Modeling Boot Camp 2013 — 2013
Michael S. Liu Michael S. Liu's Wilshire Associates Experience April 2009 - August 2010
Job
Industry Banking
Experience
Bank of America Merrill Lynch August 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Wilshire Associates April 2009 - August 2010
HBK Capital Management February 2006 - May 2008
Ernst & Young, LLP July 2003 - February 2006
Ernst & Young, LLP January 2002 - March 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Corporate Finance, Hedge Funds, Due Diligence, Bloomberg, Accounting, Investments, Financial Reporting, Equities, Asset Managment, Finance, Mergers, DCF, Equity Valuation, Credit Analysis, Financial Markets, Capital Markets, Fund Of Funds, CPA, Alternative Investments, LBO, Mutual Funds, Auditing, Investment Banking, Mergers & Acquisitions, Asset Management
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin - The Red McCombs School of Business
Master of Professional Accounting, Accounting and Business/Management
Bank of America Merrill Lynch August 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Wilshire Associates April 2009 - August 2010
HBK Capital Management February 2006 - May 2008
Ernst & Young, LLP July 2003 - February 2006
Ernst & Young, LLP January 2002 - March 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Corporate Finance, Hedge Funds, Due Diligence, Bloomberg, Accounting, Investments, Financial Reporting, Equities, Asset Managment, Finance, Mergers, DCF, Equity Valuation, Credit Analysis, Financial Markets, Capital Markets, Fund Of Funds, CPA, Alternative Investments, LBO, Mutual Funds, Auditing, Investment Banking, Mergers & Acquisitions, Asset Management
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin - The Red McCombs School of Business
Master of Professional Accounting, Accounting and Business/Management
Jingyu Sun Jingyu Sun's Wilshire Associates Experience July 2014 - January 2015
Job Investment Banking Analyst at Southwest Securities Company,Ltd.
Industry Financial Services
Experience
Southwest Securities Company,Ltd. September 2015 - Present
Southwest Securities Company,Ltd. September 2015 - Present
Wilshire Associates July 2014 - January 2015
China Pacific Insurance Company November 2013 - January 2014
LMF VC November 2013 - January 2014
China Securities Co., Ltd. July 2011 - September 2011
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Corporate Finance, Capital Markets, Bloomberg Terminal, Investment Banking, Derivatives, Fixed Income, Investments, Equity Research, Hedge Funds, Securities, Financial Risk, Bloomberg Essentials..., SAS Certified Base...
Education
The George Washington University 2013 — 2014
Master of Science (M.S.), Finance, General
Beijing University of Technology 2008 — 2012
Bachelor of Engineering (B.E.), Traffic
The High School Affiliated to Renmin University Of China 2002 — 2008
High School
Southwest Securities Company,Ltd. September 2015 - Present
Southwest Securities Company,Ltd. September 2015 - Present
Wilshire Associates July 2014 - January 2015
China Pacific Insurance Company November 2013 - January 2014
LMF VC November 2013 - January 2014
China Securities Co., Ltd. July 2011 - September 2011
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Corporate Finance, Capital Markets, Bloomberg Terminal, Investment Banking, Derivatives, Fixed Income, Investments, Equity Research, Hedge Funds, Securities, Financial Risk, Bloomberg Essentials..., SAS Certified Base...
Education
The George Washington University 2013 — 2014
Master of Science (M.S.), Finance, General
Beijing University of Technology 2008 — 2012
Bachelor of Engineering (B.E.), Traffic
The High School Affiliated to Renmin University Of China 2002 — 2008
High School
Arndt Jones Arndt Jones's Wilshire Associates Experience August 1995 - December 1996
Job Sr. Financial Analyst at Pardee Homes
Industry Real Estate
Experience
Pardee Homes September 2007 - Present
WellPoint August 2006 - December 2006
Mezrah Consulting January 2006 - July 2006
MullinTBG January 1998 - April 2005
Mercer January 1997 - December 1997
Wilshire Associates August 1995 - December 1996
Watson Wyatt Worldwide April 1994 - December 1994
Skills
Finance, Budgets, Financial Modeling, Microsoft Excel, VBA, Access, Essbase, Financial Analysis, Process Improvement, Negotiation, Due Diligence, Sales, Payroll, Team Building, Management, Real Estate, Analysis, Contract Management, Cross-functional Team..., Leadership
Education
Portland State University 1991 — 1993
MBA, Business Administration, 3.5
Rheinisch-Westfälische Technische Hochschule Aachen 1983 — 1990
Master of Science (MS), Major: pure mathematics emphasizing topological vector spaces. Minor: computer science, 3.7
Pardee Homes September 2007 - Present
WellPoint August 2006 - December 2006
Mezrah Consulting January 2006 - July 2006
MullinTBG January 1998 - April 2005
Mercer January 1997 - December 1997
Wilshire Associates August 1995 - December 1996
Watson Wyatt Worldwide April 1994 - December 1994
Skills
Finance, Budgets, Financial Modeling, Microsoft Excel, VBA, Access, Essbase, Financial Analysis, Process Improvement, Negotiation, Due Diligence, Sales, Payroll, Team Building, Management, Real Estate, Analysis, Contract Management, Cross-functional Team..., Leadership
Education
Portland State University 1991 — 1993
MBA, Business Administration, 3.5
Rheinisch-Westfälische Technische Hochschule Aachen 1983 — 1990
Master of Science (MS), Major: pure mathematics emphasizing topological vector spaces. Minor: computer science, 3.7
Dena Rohde Dena Rohde's Wilshire Associates Experience January 2012 - February 2015
Job Executive Assistant at Aristotle Capital Management, LLC
Industry Financial Services
Experience
Aristotle Capital Management, LLC March 2015 - Present
Wilshire Associates January 2012 - February 2015
Education
The University of North Dakota 1999 — 2003
Bachelor's degree, Communication and Media Studies
Aristotle Capital Management, LLC March 2015 - Present
Wilshire Associates January 2012 - February 2015
Education
The University of North Dakota 1999 — 2003
Bachelor's degree, Communication and Media Studies
Yueqi Cao Yueqi Cao's Wilshire Associates Experience June 2012 - September 2012
Job Student at University of California, Los Angeles The Anderson School of Management
Industry Financial Services
Experience
Wilshire Associates June 2012 - September 2012
Industrial and Commercial Bank of China August 2009 - August 2011
Education
University of California, Los Angeles - The Anderson School of Management 2012 — 2012
Master's degree, Financial Mathematics
Zhejiang University 2005 — 2009
Bachelor's degree, Computer Software Engineering, 3.81
Wilshire Associates June 2012 - September 2012
Industrial and Commercial Bank of China August 2009 - August 2011
Education
University of California, Los Angeles - The Anderson School of Management 2012 — 2012
Master's degree, Financial Mathematics
Zhejiang University 2005 — 2009
Bachelor's degree, Computer Software Engineering, 3.81
Carlyn Crisostomo's Wilshire Associates Experience 2011 - 2012
Job CoFounder, COO at Sanguine Biosciences, Inc.
Industry Pharmaceuticals
Experience
Lifted Foundation 2014 - Present
Sanguine Biosciences, Inc. 2012 - Present
Wilshire Associates 2011 - 2012
Southwestern Research, Inc. 2006 - 2011
Skills
Personalized Medicine, Biotechnology, Clinical Research, Pharmaceutical Industry, Lifesciences, Drug Development, Strategic Planning, Project Management, Business Development, Data Analysis, Business Strategy, Clinical Trials, Entrepreneurship, Research, R&D, FDA, Healthcare, Leadership, Biochemistry, Molecular Biology
Education
University of California, Los Angeles - The Anderson School of Management
MBA
Tel Aviv University 2014 — 2014
Entrepreneurship and Innovation, Macroeconomic Management, and Sustainable Development
University of Cape Town 2012 — 2012
Economic Evaluation in Healthcare
University of California, Los Angeles
B.S., Psychobiology
Southwest High School
Lifted Foundation 2014 - Present
Sanguine Biosciences, Inc. 2012 - Present
Wilshire Associates 2011 - 2012
Southwestern Research, Inc. 2006 - 2011
Skills
Personalized Medicine, Biotechnology, Clinical Research, Pharmaceutical Industry, Lifesciences, Drug Development, Strategic Planning, Project Management, Business Development, Data Analysis, Business Strategy, Clinical Trials, Entrepreneurship, Research, R&D, FDA, Healthcare, Leadership, Biochemistry, Molecular Biology
Education
University of California, Los Angeles - The Anderson School of Management
MBA
Tel Aviv University 2014 — 2014
Entrepreneurship and Innovation, Macroeconomic Management, and Sustainable Development
University of Cape Town 2012 — 2012
Economic Evaluation in Healthcare
University of California, Los Angeles
B.S., Psychobiology
Southwest High School
Jenny L. Herring, APR's Wilshire Associates Experience February 2015 - Present
Job Senior Associate at Wilshire Associates
Industry Public Relations and Communications
Experience
Wilshire Associates February 2015 - Present
The Creative Alliance June 2011 - November 2014
Jenny L. Herring, APR 2008 - 2011
Principal Global Investors June 2000 - June 2008
Dreyfus Founders Funds January 1998 - June 1999
CTA Integrated Communications October 1996 - December 1997
Vickers and Knaus Public Relations June 1983 - October 1994
Skills
Media Relations, Marketing Communications, Public Relations, Writing, Strategic Planning, Corporate Communications, Marketing Strategy, Strategic Communications, Internal Communications, Press Releases, Copywriting, Blogging, Integrated Marketing, Marketing, Editing, Newsletters, Social Media, Social Media Marketing, Crisis Communications, Journalism, Advertising, Online Advertising, Leadership, Strategy, Speech Writing, Proposal Writing, Event Planning, Creative Direction, Market Research, Social Networking, Copy Editing, Publicity, Brand Development, AP Style, Event Management, Corporate Branding, WordPress, Spokesperson, Web Content, Proofreading, Content Development, Message Development, Reputation Management, Email Marketing, Communication Training, Content Strategy, Online Marketing, Website Development, Communications Planning, Strategic Media...
Education
Iowa State University 2002 — 2007
MS, Journalism and Mass Communication
University of Colorado Boulder 1978 — 1982
BS, News-Editorial Journalism
Wilshire Associates February 2015 - Present
The Creative Alliance June 2011 - November 2014
Jenny L. Herring, APR 2008 - 2011
Principal Global Investors June 2000 - June 2008
Dreyfus Founders Funds January 1998 - June 1999
CTA Integrated Communications October 1996 - December 1997
Vickers and Knaus Public Relations June 1983 - October 1994
Skills
Media Relations, Marketing Communications, Public Relations, Writing, Strategic Planning, Corporate Communications, Marketing Strategy, Strategic Communications, Internal Communications, Press Releases, Copywriting, Blogging, Integrated Marketing, Marketing, Editing, Newsletters, Social Media, Social Media Marketing, Crisis Communications, Journalism, Advertising, Online Advertising, Leadership, Strategy, Speech Writing, Proposal Writing, Event Planning, Creative Direction, Market Research, Social Networking, Copy Editing, Publicity, Brand Development, AP Style, Event Management, Corporate Branding, WordPress, Spokesperson, Web Content, Proofreading, Content Development, Message Development, Reputation Management, Email Marketing, Communication Training, Content Strategy, Online Marketing, Website Development, Communications Planning, Strategic Media...
Education
Iowa State University 2002 — 2007
MS, Journalism and Mass Communication
University of Colorado Boulder 1978 — 1982
BS, News-Editorial Journalism
Jill Traina, CFA Jill Traina, CFA's Wilshire Associates Experience September 2007 - October 2008
Job Portfolio Manager at Traina Capital Management
Industry Investment Management
Experience
Traina Capital Management November 2008 - Present
Wilshire Associates September 2007 - October 2008
University of Denver September 1998 - January 2007
The Women's Foundation of Colorado September 1997 - January 2007
Denver Post Newspaper January 1996 - January 1999
University of Colorado January 1996 - June 1998
Skills
Investment Management, Client Relationship..., Portfolio Management, Manager Search and..., Securities Analysis, Core & Satellite..., Risk Management..., Presentation & Writing ..., Client Education &..., Risk Management, Equities, Investments, Asset Allocation, Investment Strategies, Valuation, Private Equity
Education
Northwestern University - Kellogg School of Management
MBA - Masters of Management, Finance
University of Illinois at Urbana-Champaign
BS College of Commerce, Finance
Traina Capital Management November 2008 - Present
Wilshire Associates September 2007 - October 2008
University of Denver September 1998 - January 2007
The Women's Foundation of Colorado September 1997 - January 2007
Denver Post Newspaper January 1996 - January 1999
University of Colorado January 1996 - June 1998
Skills
Investment Management, Client Relationship..., Portfolio Management, Manager Search and..., Securities Analysis, Core & Satellite..., Risk Management..., Presentation & Writing ..., Client Education &..., Risk Management, Equities, Investments, Asset Allocation, Investment Strategies, Valuation, Private Equity
Education
Northwestern University - Kellogg School of Management
MBA - Masters of Management, Finance
University of Illinois at Urbana-Champaign
BS College of Commerce, Finance
Marcia Ryles Marcia Ryles's Wilshire Associates Experience June 1986 - January 1990
Job Owner at College Concierge
Industry Individual & Family Services
Experience
College Concierge February 2009 - Present
Wilshire Associates June 1986 - January 1990
SEI January 1982 - June 1986
Skills
Social Media, Event Planning, Microsoft Office, Microsoft Word, PowerPoint, Social Media Marketing, Editing, Microsoft Excel, Travel Planning, Communication Skills, Organization, Investments, Online Research, Public Speaking
Education
Northwestern University 1977 — 1981
Bachelor of Science (B.S.), Journalism
College Concierge February 2009 - Present
Wilshire Associates June 1986 - January 1990
SEI January 1982 - June 1986
Skills
Social Media, Event Planning, Microsoft Office, Microsoft Word, PowerPoint, Social Media Marketing, Editing, Microsoft Excel, Travel Planning, Communication Skills, Organization, Investments, Online Research, Public Speaking
Education
Northwestern University 1977 — 1981
Bachelor of Science (B.S.), Journalism
Alicia Markoe Alicia Markoe's Wilshire Associates Experience November 2008 - January 2010
Job Systems Analyst and Database Developer at Children's Institute, Inc. (CII)
Industry Hospital & Health Care
Experience
Children's Institute, Inc. (CII) May 2015 - Present
VCA Antech October 2014 - April 2015
Houlihan Lokey October 2013 - October 2014
Skilled Wound Care September 2013 - October 2013
AIDS Healthcare Foundation July 2013 - August 2013
Digital Risk March 2013 - June 2013
TrueCar, Inc. March 2010 - March 2013
Tower Energy Group January 2010 - March 2010
Wilshire Associates November 2008 - January 2010
BMC Group November 2005 - October 2008
Skills
Microsoft SQL Server, SSIS, T-SQL, Databases, Software Development, Access, SSAS, SSRS, Database Design, SQL, VBA, Programming, Agile Methodologies, .NET, XML, SDLC, C#, JavaScript, Crystal Reports, Project Management, Business Analysis, Business Intelligence
Education
University of California, Los Angeles 1997 — 2000
BS, Mathematics (Pure) with Specialization in Computing (including honors coursework)
Santa Monica College 1986 — 1989
Associate's degree, Liberal Arts
Children's Institute, Inc. (CII) May 2015 - Present
VCA Antech October 2014 - April 2015
Houlihan Lokey October 2013 - October 2014
Skilled Wound Care September 2013 - October 2013
AIDS Healthcare Foundation July 2013 - August 2013
Digital Risk March 2013 - June 2013
TrueCar, Inc. March 2010 - March 2013
Tower Energy Group January 2010 - March 2010
Wilshire Associates November 2008 - January 2010
BMC Group November 2005 - October 2008
Skills
Microsoft SQL Server, SSIS, T-SQL, Databases, Software Development, Access, SSAS, SSRS, Database Design, SQL, VBA, Programming, Agile Methodologies, .NET, XML, SDLC, C#, JavaScript, Crystal Reports, Project Management, Business Analysis, Business Intelligence
Education
University of California, Los Angeles 1997 — 2000
BS, Mathematics (Pure) with Specialization in Computing (including honors coursework)
Santa Monica College 1986 — 1989
Associate's degree, Liberal Arts
Douglas MacLeod's Wilshire Associates Experience June 2012 - December 2012
Job
Industry Capital Markets
Experience
Dow Jones February 2013 - Present
Wilshire Associates June 2012 - December 2012
Savvis September 2011 - June 2012
Thomson Reuters July 2008 - August 2011
GL Trade January 2007 - June 2008
Zacks Investment Research January 2005 - December 2006
Thomson Financial January 2003 - December 2004
Van Kampen Investments June 1998 - December 2002
Skills
Financial Markets, Equities, Trading Systems, Electronic Trading, Financial Services, Sales, Trading, Asset Management, Market Data, Portfolio Management, Fixed Income, Hedge Funds, Derivatives, Business Development, Capital Markets, Morningstar, Training, Alternative Investments, Relationship Management, FX Options, Securities, Bloomberg
Education
Northwestern University 1994 — 1998
B.S., Communications & Economics
Dow Jones February 2013 - Present
Wilshire Associates June 2012 - December 2012
Savvis September 2011 - June 2012
Thomson Reuters July 2008 - August 2011
GL Trade January 2007 - June 2008
Zacks Investment Research January 2005 - December 2006
Thomson Financial January 2003 - December 2004
Van Kampen Investments June 1998 - December 2002
Skills
Financial Markets, Equities, Trading Systems, Electronic Trading, Financial Services, Sales, Trading, Asset Management, Market Data, Portfolio Management, Fixed Income, Hedge Funds, Derivatives, Business Development, Capital Markets, Morningstar, Training, Alternative Investments, Relationship Management, FX Options, Securities, Bloomberg
Education
Northwestern University 1994 — 1998
B.S., Communications & Economics
Heather Selph Heather Selph's Wilshire Associates Experience 2005 - 2006
Job Director, Talent Acquisition at Prologis
Industry Real Estate
Experience
Prologis July 2011 - Present
Selph Virtual Business Solutions February 2008 - November 2011
Nourison March 2007 - September 2009
Wilshire Associates 2005 - 2006
Janus Capital Group 1997 - 2005
Skills
Yardi Enterprise, Recruiting, CRM, Management, Sourcing, Human Resources, Leadership, Talent Management, Analysis, Interviews, Budgets, Strategic Partnerships, Project Management, Finance, Accounting, Internet Recruiting, Marketing, Sales, Sales Operations, Portfolio Management, Benefits Negotiation
Education
University of Arizona
BSBA, Finance, Accounting, Economics
Wheatridge High School
Prologis July 2011 - Present
Selph Virtual Business Solutions February 2008 - November 2011
Nourison March 2007 - September 2009
Wilshire Associates 2005 - 2006
Janus Capital Group 1997 - 2005
Skills
Yardi Enterprise, Recruiting, CRM, Management, Sourcing, Human Resources, Leadership, Talent Management, Analysis, Interviews, Budgets, Strategic Partnerships, Project Management, Finance, Accounting, Internet Recruiting, Marketing, Sales, Sales Operations, Portfolio Management, Benefits Negotiation
Education
University of Arizona
BSBA, Finance, Accounting, Economics
Wheatridge High School
Robert Appling Robert Appling's Wilshire Associates Experience January 2015 - Present
Job Managing Director at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates January 2015 - Present
Mercer November 2007 - December 2014
Hammond Associates November 2007 - January 2011
Edward Jones September 2004 - October 2007
American Express Financial Advisors December 2003 - September 2004
Skills
Pensions, Employee Benefits, Performance Management, Defined Benefit, Investments, Endowments, Endowment Funds, Foundations, Defined Contribution, Investment Advisory, Alternative Investments, Outsourced Solutions, Investment Strategies, Asset Allocation
Education
Texas A&M University
Bachelor of Science (BS), Economics
University of Missouri-Saint Louis
Master of Business Administration (MBA), Finance, General
Wilshire Associates January 2015 - Present
Mercer November 2007 - December 2014
Hammond Associates November 2007 - January 2011
Edward Jones September 2004 - October 2007
American Express Financial Advisors December 2003 - September 2004
Skills
Pensions, Employee Benefits, Performance Management, Defined Benefit, Investments, Endowments, Endowment Funds, Foundations, Defined Contribution, Investment Advisory, Alternative Investments, Outsourced Solutions, Investment Strategies, Asset Allocation
Education
Texas A&M University
Bachelor of Science (BS), Economics
University of Missouri-Saint Louis
Master of Business Administration (MBA), Finance, General
David Zee, CFA David Zee, CFA's Wilshire Associates Experience April 2013 - Present
Job Senior Associate at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates April 2013 - Present
Payden & Rygel January 2006 - March 2013
Wells Fargo Bank September 2001 - December 2005
Wells Fargo Bank May 1997 - September 2001
Skills
Asset Allocation, Bloomberg, Trading, Valuation, Investment Strategies, Financial Modeling, Investment Management, Equity Research, Fixed Income Analysis, Wealth Management, FactSet, Northfield & Barra risk..., Capital Markets, Derivatives, Economics, Portfolio Management, Investments, Equities, Fixed Income, Asset Management
Education
Loyola Marymount University 2000 — 2002
Master of Business Administration (M.B.A.), Finance
University of California, San Diego 1989 — 1994
Bachelor's Degree, Biology, Economics minor
Wilshire Associates April 2013 - Present
Payden & Rygel January 2006 - March 2013
Wells Fargo Bank September 2001 - December 2005
Wells Fargo Bank May 1997 - September 2001
Skills
Asset Allocation, Bloomberg, Trading, Valuation, Investment Strategies, Financial Modeling, Investment Management, Equity Research, Fixed Income Analysis, Wealth Management, FactSet, Northfield & Barra risk..., Capital Markets, Derivatives, Economics, Portfolio Management, Investments, Equities, Fixed Income, Asset Management
Education
Loyola Marymount University 2000 — 2002
Master of Business Administration (M.B.A.), Finance
University of California, San Diego 1989 — 1994
Bachelor's Degree, Biology, Economics minor
Ketaki Patel Ketaki Patel's Wilshire Associates Experience April 2006 - November 2007
Job Sr. Software Engineer at MyLife.com(Formerly Reunion.com)
Industry Computer Software
Experience
MyLife.com December 2008 - Present
Walt Disney Internet Group November 2007 - October 2008
Wilshire Associates April 2006 - November 2007
Medrule Business Solution October 2005 - February 2006
Skills
Java Enterprise Edition, Agile Methodologies, Software Development, Web Services, XML, Scrum, OOP, Eclipse, Design Patterns, Scalability, Test Driven Development, REST, Subversion, Spring, Hibernate, Maven, SQL, JSP, Data Structure, Distributed Systems, SEO, JUnit, Tomcat, Ant, SOAP, JSON, Servlets, JMS, JavaScript, Java, Oracle, Linux, Web Applications, Spring Framework
Education
University of North Carolina at Charlotte 2003 — 2005
Master, Computer Science
IGNOU,Ahmedabad 2002 — 2003
Advace Diploma, Information Technology
L.D College of Engineering - Ahmedabad
Bachelore, Electrical Engineering
Shree Vidyanagar High School
MyLife.com December 2008 - Present
Walt Disney Internet Group November 2007 - October 2008
Wilshire Associates April 2006 - November 2007
Medrule Business Solution October 2005 - February 2006
Skills
Java Enterprise Edition, Agile Methodologies, Software Development, Web Services, XML, Scrum, OOP, Eclipse, Design Patterns, Scalability, Test Driven Development, REST, Subversion, Spring, Hibernate, Maven, SQL, JSP, Data Structure, Distributed Systems, SEO, JUnit, Tomcat, Ant, SOAP, JSON, Servlets, JMS, JavaScript, Java, Oracle, Linux, Web Applications, Spring Framework
Education
University of North Carolina at Charlotte 2003 — 2005
Master, Computer Science
IGNOU,Ahmedabad 2002 — 2003
Advace Diploma, Information Technology
L.D College of Engineering - Ahmedabad
Bachelore, Electrical Engineering
Shree Vidyanagar High School
Yujia Kelly Zhai, CFA Yujia Kelly Zhai, CFA's Wilshire Associates Experience April 2007 - May 2008
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte Consulting August 2014 - Present
Umbel June 2014 - August 2014
Red McCombs School of Business, University of Texas August 2012 - May 2014
Spindletop Capital January 2013 - December 2013
Deloitte 2013 - 2013
Deloitte Management Consulting: Strategy and Operations Group August 2012 - November 2012
B.Prepped January 2012 - July 2012
McCutchen Group September 2008 - December 2011
Wilshire Associates April 2007 - May 2008
Skills
Management Consulting, Marketing Analytics, Finance, Financial Modeling, Analysis, Financial Analysis, Due Diligence, Portfolio Management, Investments, Venture Capital, Business Strategy, Valuation, Data Analysis, Fixed Income, Analytics, Alternative Investments, Decison Modeling, Strategy, Corporate Strategy..., Digital Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA), Data Analytics
University of Michigan 2003 — 2006
Bachelor's degree, Economics
Deloitte Consulting August 2014 - Present
Umbel June 2014 - August 2014
Red McCombs School of Business, University of Texas August 2012 - May 2014
Spindletop Capital January 2013 - December 2013
Deloitte 2013 - 2013
Deloitte Management Consulting: Strategy and Operations Group August 2012 - November 2012
B.Prepped January 2012 - July 2012
McCutchen Group September 2008 - December 2011
Wilshire Associates April 2007 - May 2008
Skills
Management Consulting, Marketing Analytics, Finance, Financial Modeling, Analysis, Financial Analysis, Due Diligence, Portfolio Management, Investments, Venture Capital, Business Strategy, Valuation, Data Analysis, Fixed Income, Analytics, Alternative Investments, Decison Modeling, Strategy, Corporate Strategy..., Digital Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA), Data Analytics
University of Michigan 2003 — 2006
Bachelor's degree, Economics
Todd Douds, CFA Todd Douds, CFA's Wilshire Associates Experience February 2008 - April 2012
Job Senior Vice President, Research and Operations at Fort Pitt Capital Group
Industry Financial Services
Experience
Fort Pitt Capital Group April 2012 - Present
CFA Society of Pittsburgh June 2012 - January 2013
Wilshire Associates February 2008 - April 2012
Arbor Capital Management August 2005 - February 2008
U.S. Freestyle Ski Team 1994 - 1998
Skills
Asset Allocation, Investment Due Diligence, Project Management
Education
University at Buffalo
MA, Applied Economics
University of California, Berkeley
BA, Development Studies
Fort Pitt Capital Group April 2012 - Present
CFA Society of Pittsburgh June 2012 - January 2013
Wilshire Associates February 2008 - April 2012
Arbor Capital Management August 2005 - February 2008
U.S. Freestyle Ski Team 1994 - 1998
Skills
Asset Allocation, Investment Due Diligence, Project Management
Education
University at Buffalo
MA, Applied Economics
University of California, Berkeley
BA, Development Studies
James Rice James Rice's Wilshire Associates Experience 2005 - 2009
Job Senior Investment Officer at LACERA
Industry Government Administration
Experience
LACERA 2009 - Present
Wilshire Associates 2005 - 2009
CSC 2000 - 2005
ARCO 1991 - 2000
Skills
Investments, Alternative Investments, Finance, Asset Management, Asset Allocation
Education
UCLA Anderson School of Management 1990 — 1992
Master of Business Administration (MBA)
Rice University 1983 — 1987
Bachelor of Science (BS), Mechanical Engineering
LACERA 2009 - Present
Wilshire Associates 2005 - 2009
CSC 2000 - 2005
ARCO 1991 - 2000
Skills
Investments, Alternative Investments, Finance, Asset Management, Asset Allocation
Education
UCLA Anderson School of Management 1990 — 1992
Master of Business Administration (MBA)
Rice University 1983 — 1987
Bachelor of Science (BS), Mechanical Engineering
Dmitriy Gioyev Dmitriy Gioyev's Wilshire Associates Experience September 2007 - December 2010
Job Risk Analyst at Western Asset Management
Industry Investment Management
Experience
Western Asset Management January 2011 - Present
Wilshire Associates September 2007 - December 2010
University of Rochester September 2005 - August 2007
New York University September 2002 - August 2005
California Institute of Technology February 2005 - June 2005
University of Pennsylvania September 2001 - August 2004
Skills
Fixed Income, Risk Management, FinCAD, VBA, SQL, SAS, C++, Derivatives, Financial Modeling
Education
KTH Royal Institute of Technology 1996 — 2001
Doctor of Philosophy (Ph.D.), Mathematics
Санкт-Петербургский Государственный Политехнический Университет / Saint Petersburg State Polytechnical University 1990 — 1996
Master of Science (M.Sc.), Applied Mathematics
University of Sussex 1994 — 1995
Certificate in Mathematics, Mathematics
Western Asset Management January 2011 - Present
Wilshire Associates September 2007 - December 2010
University of Rochester September 2005 - August 2007
New York University September 2002 - August 2005
California Institute of Technology February 2005 - June 2005
University of Pennsylvania September 2001 - August 2004
Skills
Fixed Income, Risk Management, FinCAD, VBA, SQL, SAS, C++, Derivatives, Financial Modeling
Education
KTH Royal Institute of Technology 1996 — 2001
Doctor of Philosophy (Ph.D.), Mathematics
Санкт-Петербургский Государственный Политехнический Университет / Saint Petersburg State Polytechnical University 1990 — 1996
Master of Science (M.Sc.), Applied Mathematics
University of Sussex 1994 — 1995
Certificate in Mathematics, Mathematics
Alan Gelb, CFP®'s Wilshire Associates Experience 1990 - 1993
Job Financial Advisor at Wescap Group
Industry Financial Services
Experience
Wescap Group January 2006 - Present
Seidler Foster Pott, LLC September 2004 - December 2005
Merit Wealth Management, LLC August 1999 - June 2004
Kayne Anderson Rudnick November 1997 - August 1999
Cheviot Value Management March 1993 - August 1997
Wilshire Associates 1990 - 1993
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Portfolio Management, Investment Strategies, Hedge Funds, Alternative Investments, Asset Managment, Financial Analysis
Education
Loyola Marymount University, College of Business Administration 2000 — 2002
MBA, Finance
University of California, Irvine 1986 — 1990
Bachelor of Arts, Economics
Rolling Hills High School
Wescap Group January 2006 - Present
Seidler Foster Pott, LLC September 2004 - December 2005
Merit Wealth Management, LLC August 1999 - June 2004
Kayne Anderson Rudnick November 1997 - August 1999
Cheviot Value Management March 1993 - August 1997
Wilshire Associates 1990 - 1993
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Portfolio Management, Investment Strategies, Hedge Funds, Alternative Investments, Asset Managment, Financial Analysis
Education
Loyola Marymount University, College of Business Administration 2000 — 2002
MBA, Finance
University of California, Irvine 1986 — 1990
Bachelor of Arts, Economics
Rolling Hills High School
Jane Aldrich Williams Jane Aldrich Williams's Wilshire Associates Experience August 2010 - February 2011
Job President at Solecity LLC
Industry E-Learning
Experience
Solecity LLC July 2013 - Present
Decorating Den Interiors December 2006 - December 2014
Wilshire Associates August 2010 - February 2011
AIG SunAmerica Retirement Markets, Inc January 2005 - March 2007
AIG SunAmerica Retirement Markets March 1999 - December 2004
Wells Capital Management, Inc September 1997 - February 1999
Aeltus Investment Management, Inc November 1995 - September 1997
Aeltus Investment Management, Inc December 1989 - October 1995
Olson Mobeck & Associates July 1987 - December 1989
Skills
Investment Management, Asset Managment, Due Diligence, Marketing, Financial Services, Asset Allocation, Investment Strategies, Mutual Funds, Fixed Income, Portfolio Management, Investment Advisory, Wealth Management
Education
CFA Institute
CFA, CFA, Chartered Financial Analyst
Peak Potentials
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
MBA Finance
The University of Connecticut
BS
UCLA Extension
Interior Design
Solecity LLC July 2013 - Present
Decorating Den Interiors December 2006 - December 2014
Wilshire Associates August 2010 - February 2011
AIG SunAmerica Retirement Markets, Inc January 2005 - March 2007
AIG SunAmerica Retirement Markets March 1999 - December 2004
Wells Capital Management, Inc September 1997 - February 1999
Aeltus Investment Management, Inc November 1995 - September 1997
Aeltus Investment Management, Inc December 1989 - October 1995
Olson Mobeck & Associates July 1987 - December 1989
Skills
Investment Management, Asset Managment, Due Diligence, Marketing, Financial Services, Asset Allocation, Investment Strategies, Mutual Funds, Fixed Income, Portfolio Management, Investment Advisory, Wealth Management
Education
CFA Institute
CFA, CFA, Chartered Financial Analyst
Peak Potentials
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
MBA Finance
The University of Connecticut
BS
UCLA Extension
Interior Design
Karl Beinkampen Karl Beinkampen's Wilshire Associates Experience 2010 - Present
Job President and Chief Investment Officer Private Markets at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates 2010 - Present
Morgan Stanley 1994 - 2009
Scully Brothers & Foss 1989 - 1992
Kidder Peabody 1987 - 1989
Skills
Alternative Investments, Fund Of Funds, Private Equity, Investments, Due Diligence, Asset Management, Strategy, Mutual Funds, Equities, Investment Banking, Finance, Fixed Income, Asset Allocation, Venture Capital, Portfolio Management, Valuation
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance, Operations
Princeton University 1983 — 1987
AB, Economics
Tower Hill School 1979 — 1983
Tehran American School 1975 — 1978
Wilshire Associates 2010 - Present
Morgan Stanley 1994 - 2009
Scully Brothers & Foss 1989 - 1992
Kidder Peabody 1987 - 1989
Skills
Alternative Investments, Fund Of Funds, Private Equity, Investments, Due Diligence, Asset Management, Strategy, Mutual Funds, Equities, Investment Banking, Finance, Fixed Income, Asset Allocation, Venture Capital, Portfolio Management, Valuation
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance, Operations
Princeton University 1983 — 1987
AB, Economics
Tower Hill School 1979 — 1983
Tehran American School 1975 — 1978
Kristin Marie Kunert's Wilshire Associates Experience May 2007 - May 2014
Job Private Markets Investor Relations
Industry Financial Services
Experience
Johnson Graduate School of Management at Cornell University August 2014 - Present
J.P. Morgan June 2015 - August 2015
Wilshire Associates May 2007 - May 2014
Freelance January 2006 - January 2009
University of Pittsburgh September 2005 - April 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Private Equity, Report Writing, Creative Writing, English Literature, RFP, Client Service Oriented, Investor Relations, Conference Coordination, Customer Service, Marketing Communications, Finance, Sunguard, Salesforce.com, Alternative Investments, Client Services, Leadership, Writing, Microsoft Office, Investments
Education
Cornell University 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pittsburgh 2004 — 2006
M.A., English Literature
University at Buffalo 1999 — 2003
B.A., English Literature
Johnson Graduate School of Management at Cornell University August 2014 - Present
J.P. Morgan June 2015 - August 2015
Wilshire Associates May 2007 - May 2014
Freelance January 2006 - January 2009
University of Pittsburgh September 2005 - April 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Private Equity, Report Writing, Creative Writing, English Literature, RFP, Client Service Oriented, Investor Relations, Conference Coordination, Customer Service, Marketing Communications, Finance, Sunguard, Salesforce.com, Alternative Investments, Client Services, Leadership, Writing, Microsoft Office, Investments
Education
Cornell University 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pittsburgh 2004 — 2006
M.A., English Literature
University at Buffalo 1999 — 2003
B.A., English Literature
Ginny Manocha's Wilshire Associates Experience December 2009 - February 2012
Job VP of Customer Success at Brazen
Industry Marketing and Advertising
Experience
Brazen Technologies, Inc. June 2015 - Present
Brazen Technologies, Inc. May 2013 - June 2015
Brazen Careerist November 2012 - May 2013
Brazen Careerist February 2012 - November 2012
Wilshire Associates December 2009 - February 2012
Beauty Salon December 2007 - March 2009
Mellon Capital Management June 2008 - January 2009
Merkley + Partners (Omnicom Group) June 2007 - August 2007
Skills
Marketing, Account Management, Social Media Marketing, CRM, Salesforce.com, Marketing Communications, Online Marketing, New Business Development, Email Marketing, Marketing Strategy, Digital Marketing, Data Analysis, Market Research, HTML, Google Analytics, Social Media, Corporate Branding, SaaS, Event Management, Digital Media, Digital Strategy, Investor Relations, Product Marketing, Leadership
Education
University of Pittsburgh 2003 — 2007
BSBA, Bachelor of Science in Business Administration, Marketing
Universidad de Montevideo
Global Supply Networks & Manufacturing Culture in Latin America
Brazen Technologies, Inc. June 2015 - Present
Brazen Technologies, Inc. May 2013 - June 2015
Brazen Careerist November 2012 - May 2013
Brazen Careerist February 2012 - November 2012
Wilshire Associates December 2009 - February 2012
Beauty Salon December 2007 - March 2009
Mellon Capital Management June 2008 - January 2009
Merkley + Partners (Omnicom Group) June 2007 - August 2007
Skills
Marketing, Account Management, Social Media Marketing, CRM, Salesforce.com, Marketing Communications, Online Marketing, New Business Development, Email Marketing, Marketing Strategy, Digital Marketing, Data Analysis, Market Research, HTML, Google Analytics, Social Media, Corporate Branding, SaaS, Event Management, Digital Media, Digital Strategy, Investor Relations, Product Marketing, Leadership
Education
University of Pittsburgh 2003 — 2007
BSBA, Bachelor of Science in Business Administration, Marketing
Universidad de Montevideo
Global Supply Networks & Manufacturing Culture in Latin America
Masha Keller Masha Keller's Wilshire Associates Experience September 2006 - July 2009
Job Monitoring and Evaluation Specialist at UC Berkeley Development Impact Lab
Industry Research
Experience
UC Berkeley - Development Impact Lab September 2015 - Present
Development and Training Services February 2014 - March 2015
SIPRI January 2012 - February 2014
Management Sciences for Health October 2011 - January 2012
Uppsala Universitet August 2009 - June 2011
Center for Civilians in Conflict August 2010 - January 2011
Department of Peace and Conflict Research, Uppsala University November 2009 - May 2010
Wilshire Associates September 2006 - July 2009
YFU April 2008 - May 2009
Hugh O'Brian Youth Leadership December 2004 - September 2005
Skills
International..., International Relations, Conflict, Politics, International Security, Program Evaluation, Qualitative Research, Impact Evaluation, Peacebuilding, Conflict Analysis, Policy Analysis, Foreign Policy, Human Rights, Social Media, Civil Society, Public Policy, Russian, German, Analysis, Foreign Affairs, Event Management, Quantitative Analytics, Governance, Financial Analysis, Arms Control, Quantitative Analysis, Rule Of Law, DDR, Social Media Outreach, Outreach Services, Performance Measurement, Research Projects, Central Asia, Gender Analysis, M&E, Program Management
Education
Uppsala universitet / Uppsala University 2009 — 2011
MSc, Politics and International Studies with a specialization in Peace and Conflict Research
University of California, Los Angeles 2001 — 2005
B.A., Political Science with concentration in International Relations
Universität Bayreuth 2003 — 2003
German Language and Culture Program
UC Berkeley - Development Impact Lab September 2015 - Present
Development and Training Services February 2014 - March 2015
SIPRI January 2012 - February 2014
Management Sciences for Health October 2011 - January 2012
Uppsala Universitet August 2009 - June 2011
Center for Civilians in Conflict August 2010 - January 2011
Department of Peace and Conflict Research, Uppsala University November 2009 - May 2010
Wilshire Associates September 2006 - July 2009
YFU April 2008 - May 2009
Hugh O'Brian Youth Leadership December 2004 - September 2005
Skills
International..., International Relations, Conflict, Politics, International Security, Program Evaluation, Qualitative Research, Impact Evaluation, Peacebuilding, Conflict Analysis, Policy Analysis, Foreign Policy, Human Rights, Social Media, Civil Society, Public Policy, Russian, German, Analysis, Foreign Affairs, Event Management, Quantitative Analytics, Governance, Financial Analysis, Arms Control, Quantitative Analysis, Rule Of Law, DDR, Social Media Outreach, Outreach Services, Performance Measurement, Research Projects, Central Asia, Gender Analysis, M&E, Program Management
Education
Uppsala universitet / Uppsala University 2009 — 2011
MSc, Politics and International Studies with a specialization in Peace and Conflict Research
University of California, Los Angeles 2001 — 2005
B.A., Political Science with concentration in International Relations
Universität Bayreuth 2003 — 2003
German Language and Culture Program
Charles S. Lazar Charles S. Lazar's Wilshire Associates Experience March 2012 - August 2013
Job Managing Director at IQG Associates, LLC
Industry Financial Services
Experience
IQ-G Associates, LLC August 2013 - Present
Wilshire Associates March 2012 - August 2013
Arel Asset Manangment & Group December 2001 - April 2012
Morgan Stanley November 1999 - December 2001
Refco May 1996 - June 1999
Merrill Lynch January 1994 - May 1996
Skills
Asset Management, Asset Allocation, Capital Raising, Alternative Investments, Alternative Assets, Hedge Funds, Private Equity
Education
Harvard University 1995 — 1995
Graduate Studies, Finance
York University 1989 — 1992
Bachelor of Business Administration Studies, Banking, Corporate, Finance, and Securities Law
IQ-G Associates, LLC August 2013 - Present
Wilshire Associates March 2012 - August 2013
Arel Asset Manangment & Group December 2001 - April 2012
Morgan Stanley November 1999 - December 2001
Refco May 1996 - June 1999
Merrill Lynch January 1994 - May 1996
Skills
Asset Management, Asset Allocation, Capital Raising, Alternative Investments, Alternative Assets, Hedge Funds, Private Equity
Education
Harvard University 1995 — 1995
Graduate Studies, Finance
York University 1989 — 1992
Bachelor of Business Administration Studies, Banking, Corporate, Finance, and Securities Law
Marcella Ordaz, CIPM Marcella Ordaz, CIPM's Wilshire Associates Experience 1994 - 1998
Job Investment Performance Measurement Professional
Industry Investment Management
Experience
CBRE Global Investors February 2012 - Present
Nuveen Investments 2005 - 2011
Nuveen Investments 1998 - 2005
Wilshire Associates 1994 - 1998
Skills
Outlook, PowerPoint, Bloomberg, Proficient in the..., Excel, Microoft Word, Yardi Voyager, Real Estate Performance..., Callan's PEP, CheckFree APL, Russell Mellon's RPU, SimCorp Dimension, FactSet
Education
Loyola Marymount University, College of Business Administration
Bachelors of Business Administration, Finance
CBRE Global Investors February 2012 - Present
Nuveen Investments 2005 - 2011
Nuveen Investments 1998 - 2005
Wilshire Associates 1994 - 1998
Skills
Outlook, PowerPoint, Bloomberg, Proficient in the..., Excel, Microoft Word, Yardi Voyager, Real Estate Performance..., Callan's PEP, CheckFree APL, Russell Mellon's RPU, SimCorp Dimension, FactSet
Education
Loyola Marymount University, College of Business Administration
Bachelors of Business Administration, Finance
Bowen Campbell Bowen Campbell's Wilshire Associates Experience January 2006 - Present
Job Vice President Global Client Group at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates January 2006 - Present
AIG SunAmerica February 2001 - January 2006
eCapitalist.com 1999 - 2001
Scudder Kemper Investments 1990 - 1999
Education
Loyola University Chicago 1992 — 1994
M.B.A., Accounting
University of Iowa - Henry B. Tippie College of Business 1987 — 1990
B.B.A., Finance
Wilshire Associates January 2006 - Present
AIG SunAmerica February 2001 - January 2006
eCapitalist.com 1999 - 2001
Scudder Kemper Investments 1990 - 1999
Education
Loyola University Chicago 1992 — 1994
M.B.A., Accounting
University of Iowa - Henry B. Tippie College of Business 1987 — 1990
B.B.A., Finance
Stephanie Poremba Stephanie Poremba's Wilshire Associates Experience May 2005 - May 2010
Job Heath, Wellness and Fitness
Industry Health, Wellness and Fitness
Experience
Pure Yoga January 2012 - July 2012
Harborside Creative Catering October 2010 - July 2011
Wilshire Associates May 2005 - May 2010
Skills
Budgeting, Contract Negotiations, Site Selection, Coordination, Special Events
Education
New York University 2010 — 2010
Certificate, Meeting and Conference Management
University of Michigan 1999 — 2004
BA, English and Communication Studies
Rockford High School 1995 — 1999
Pure Yoga January 2012 - July 2012
Harborside Creative Catering October 2010 - July 2011
Wilshire Associates May 2005 - May 2010
Skills
Budgeting, Contract Negotiations, Site Selection, Coordination, Special Events
Education
New York University 2010 — 2010
Certificate, Meeting and Conference Management
University of Michigan 1999 — 2004
BA, English and Communication Studies
Rockford High School 1995 — 1999
Bahman Engheta's Wilshire Associates Experience October 2011 - November 2012
Job
Industry Computer Networking
Experience
Chai Energy 2014 - Present
R-Squared Risk Management 2013 - 2013
Wilshire Associates October 2011 - November 2012
Wilshire Associates September 2010 - September 2011
Wilshire Associates July 2008 - August 2010
University of California, Riverside July 2005 - June 2008
Skills
Fixed Income, Portfolio Management, Quantitative Analytics, Quantitative Finance, Asset Management, Derivatives, Performance Attribution, Equities, Risk Management, Portfolio Optimization, Investments, Valuation, Asset Allocation, Fixed Income Analysis, Fixed Income Portfolio..., Mutual Funds, Financial Risk, Analytics, Analysis, Hedge Funds, Financial Modeling, Quantitative Research, Economics, Hedging, Market Risk, Alternative Investments, Equity Derivatives, SQL, Python, R, Data Analysis, Data Science
Education
University of Kansas 2000 — 2005
Doctor of Philosophy (PhD), Mathematics
Universität Hamburg 1994 — 1997
Vordiplom (undergraduate degree), Mathematics
Chai Energy 2014 - Present
R-Squared Risk Management 2013 - 2013
Wilshire Associates October 2011 - November 2012
Wilshire Associates September 2010 - September 2011
Wilshire Associates July 2008 - August 2010
University of California, Riverside July 2005 - June 2008
Skills
Fixed Income, Portfolio Management, Quantitative Analytics, Quantitative Finance, Asset Management, Derivatives, Performance Attribution, Equities, Risk Management, Portfolio Optimization, Investments, Valuation, Asset Allocation, Fixed Income Analysis, Fixed Income Portfolio..., Mutual Funds, Financial Risk, Analytics, Analysis, Hedge Funds, Financial Modeling, Quantitative Research, Economics, Hedging, Market Risk, Alternative Investments, Equity Derivatives, SQL, Python, R, Data Analysis, Data Science
Education
University of Kansas 2000 — 2005
Doctor of Philosophy (PhD), Mathematics
Universität Hamburg 1994 — 1997
Vordiplom (undergraduate degree), Mathematics
Nicholas Douty Nicholas Douty's Wilshire Associates Experience April 2010 - November 2012
Job Healthcare Data Analyst at Penn State Milton S. Hershey Medical Center
Industry Hospital & Health Care
Experience
Penn State Milton S. Hershey Medical Center May 2015 - Present
PNC November 2012 - May 2015
Wilshire Associates April 2010 - November 2012
LW Consulting, Inc. April 2009 - May 2010
University of Pittsburgh August 2007 - April 2009
Skills
Portfolio Management, Investments, Analysis, Financial Analysis, Data Analysis, Analytics, Financial Modeling, Microsoft Excel, Asset Allocation, Microsoft Office, Valuation, Access, Finance, Strategic Planning, Alternative Investments, Asset Managment, Market Research, Banking, SQL, PowerPoint, Databases, Equities
Education
Robert Morris University 2013 — 2015
Master of Business Administration (MBA)
University of Pittsburgh 2005 — 2009
BSBA, Finance, General Management
Penn State Milton S. Hershey Medical Center May 2015 - Present
PNC November 2012 - May 2015
Wilshire Associates April 2010 - November 2012
LW Consulting, Inc. April 2009 - May 2010
University of Pittsburgh August 2007 - April 2009
Skills
Portfolio Management, Investments, Analysis, Financial Analysis, Data Analysis, Analytics, Financial Modeling, Microsoft Excel, Asset Allocation, Microsoft Office, Valuation, Access, Finance, Strategic Planning, Alternative Investments, Asset Managment, Market Research, Banking, SQL, PowerPoint, Databases, Equities
Education
Robert Morris University 2013 — 2015
Master of Business Administration (MBA)
University of Pittsburgh 2005 — 2009
BSBA, Finance, General Management
Fengwan Wang Fengwan Wang's Wilshire Associates Experience January 2012 - November 2012
Job Business Intelligence Analyst at REVOLVE
Industry Marketing and Advertising
Experience
REVOLVE January 2015 - Present
IAC August 2013 - October 2014
Wilshire Associates January 2012 - November 2012
Integre Systems Consulting June 2011 - December 2011
University of Chicago September 2009 - March 2011
Mandra Capital Ltd June 2007 - August 2007
Skills
R, Statistical Modeling, Quantitative Finance, Data Analysis, Statistics, Time Series Analysis, Monte Carlo Simulation, SAS, Matlab, Stata, Analytics, Analysis, Business Intelligence, Regression Analysis, Fashion, Styling
Education
University of Chicago 2009 — 2011
Master, Statistics
The Chinese University of Hong Kong 2005 — 2009
Bachelor, Mathematic
REVOLVE January 2015 - Present
IAC August 2013 - October 2014
Wilshire Associates January 2012 - November 2012
Integre Systems Consulting June 2011 - December 2011
University of Chicago September 2009 - March 2011
Mandra Capital Ltd June 2007 - August 2007
Skills
R, Statistical Modeling, Quantitative Finance, Data Analysis, Statistics, Time Series Analysis, Monte Carlo Simulation, SAS, Matlab, Stata, Analytics, Analysis, Business Intelligence, Regression Analysis, Fashion, Styling
Education
University of Chicago 2009 — 2011
Master, Statistics
The Chinese University of Hong Kong 2005 — 2009
Bachelor, Mathematic
Karen Matingou, AIFA®, PMP® Karen Matingou, AIFA®, PMP®'s Wilshire Associates Experience 1993 - 1995
Job Reducing retirement plan risk and protecting plan sponsors from personal and corporate liability
Industry Management Consulting
Experience
Atessa Benefits, Inc. November 2008 - Present
Atessa Benefits, Inc. November 2006 - November 2008
Cymer October 2006 - November 2008
Cymer April 2002 - October 2006
Mindspeed Technologies 2001 - 2003
Conexant 1999 - 2001
Rockwell Semiconductor, Inc. 1996 - 1999
Brooktree Corporation 1995 - 1996
Wilshire Associates 1993 - 1995
Skills
Fiduciary Consulting, Project Management, Benefits Administration, Employee Benefits, Compliance, 401k, Process Improvement, Fiduciary Management, Defined Benefit, Pension Administration, ERISA, Executive Pay, Retirement Planning, Small Business, Consulting, Retirement, Management, Deferred Compensation, Pensions, Investments, Executive Management, Entrepreneurship, Program Management, Training, Mergers & Acquisitions, Leadership, Financial Advisory, Human Resources
Education
UC San Diego School of Global Policy and Strategy (GPS) 1990 — 1993
MPIA, International Management; China
University of California, Berkeley 1986 — 1990
BA, Asian Studies
Atessa Benefits, Inc. November 2008 - Present
Atessa Benefits, Inc. November 2006 - November 2008
Cymer October 2006 - November 2008
Cymer April 2002 - October 2006
Mindspeed Technologies 2001 - 2003
Conexant 1999 - 2001
Rockwell Semiconductor, Inc. 1996 - 1999
Brooktree Corporation 1995 - 1996
Wilshire Associates 1993 - 1995
Skills
Fiduciary Consulting, Project Management, Benefits Administration, Employee Benefits, Compliance, 401k, Process Improvement, Fiduciary Management, Defined Benefit, Pension Administration, ERISA, Executive Pay, Retirement Planning, Small Business, Consulting, Retirement, Management, Deferred Compensation, Pensions, Investments, Executive Management, Entrepreneurship, Program Management, Training, Mergers & Acquisitions, Leadership, Financial Advisory, Human Resources
Education
UC San Diego School of Global Policy and Strategy (GPS) 1990 — 1993
MPIA, International Management; China
University of California, Berkeley 1986 — 1990
BA, Asian Studies
Mikhail Lev, FRM Mikhail Lev, FRM's Wilshire Associates Experience 2008 - 2013
Job Treasury Risk Manager at Hyundai Capital America
Industry Financial Services
Experience
Hyundai Capital America 2014 - Present
Federal Home Loan Bank of San Francisco 2013 - 2014
Wilshire Associates 2008 - 2013
Arvore Systems 2004 - 2007
Advanced Bionics 2000 - 2002
Skills
Fixed Income, Quantitative Finance, Market Risk, Derivatives, Risk Management, Risk Analytics, Quantitative Analytics, Monte Carlo Simulation, C++, Financial Modeling, Analytics, Matlab, Performance Attribution, VBA, SQL, Microsoft Excel, Bloomberg, VAR, ALM, Treasury, Financial Risk
Education
UCLA 2003 — 2008
B.S., M.A., Mathematics, 3.84/4.00
Lomonosov Moscow State University (MSU) 1995 — 1999
Physics, 3.92/4.00
Kolmogorov Specialized Physics and Mathematics School #18 1994 — 1994
Hyundai Capital America 2014 - Present
Federal Home Loan Bank of San Francisco 2013 - 2014
Wilshire Associates 2008 - 2013
Arvore Systems 2004 - 2007
Advanced Bionics 2000 - 2002
Skills
Fixed Income, Quantitative Finance, Market Risk, Derivatives, Risk Management, Risk Analytics, Quantitative Analytics, Monte Carlo Simulation, C++, Financial Modeling, Analytics, Matlab, Performance Attribution, VBA, SQL, Microsoft Excel, Bloomberg, VAR, ALM, Treasury, Financial Risk
Education
UCLA 2003 — 2008
B.S., M.A., Mathematics, 3.84/4.00
Lomonosov Moscow State University (MSU) 1995 — 1999
Physics, 3.92/4.00
Kolmogorov Specialized Physics and Mathematics School #18 1994 — 1994
David Kraemer's Wilshire Associates Experience September 2005 - July 2011
Job Strategic Business Development and Consultative Sales / Investment Advisory and Fiduciary / UltraEndurance Athlete
Industry Investment Management
Experience
TIAA-CREF September 2012 - Present
Kraemer Consulting 2012 - 2012
Optima Endurance Systems 2012 - 2012
Wilshire Associates September 2005 - July 2011
Merrill Lynch & Co., Inc. November 1994 - September 2005
Skills
Entrepreneurship, Leadership, Alternative Investments, Executive Management, Business Development, Investment Advisory, New Business Development, Institutional..., Asset Allocation, Series 7, Public Speaking, Hedge Funds, Uniform Combined State..., Strategic Partnerships, Pension Funds, Series 66, Consultative Selling, Group Presentations, Capital Raising, Sales Management, Entrepreneurial Skills, Investments, Endurance, Corporations, Management, Financial Services, Asset Management, Wealth Management, Capital Markets
Education
Indiana University of Pennsylvania 1989 — 1994
B.A., English / Pre-Law and Economics
Mt. Lebanon High School 1985 — 1989
TIAA-CREF September 2012 - Present
Kraemer Consulting 2012 - 2012
Optima Endurance Systems 2012 - 2012
Wilshire Associates September 2005 - July 2011
Merrill Lynch & Co., Inc. November 1994 - September 2005
Skills
Entrepreneurship, Leadership, Alternative Investments, Executive Management, Business Development, Investment Advisory, New Business Development, Institutional..., Asset Allocation, Series 7, Public Speaking, Hedge Funds, Uniform Combined State..., Strategic Partnerships, Pension Funds, Series 66, Consultative Selling, Group Presentations, Capital Raising, Sales Management, Entrepreneurial Skills, Investments, Endurance, Corporations, Management, Financial Services, Asset Management, Wealth Management, Capital Markets
Education
Indiana University of Pennsylvania 1989 — 1994
B.A., English / Pre-Law and Economics
Mt. Lebanon High School 1985 — 1989
Mangala Murthy Mangala Murthy's Wilshire Associates Experience January 2008 - September 2012
Job Area Assistant Vice President, Institutional Investment & Fiduciary Services, Arthur J. Gallagher & Co
Industry Investment Management
Experience
Arthur J. Gallagher & Co. October 2012 - Present
Silk Screen: Film Festival and Arts Organization March 2009 - Present
Wilshire Associates January 2008 - September 2012
Wilshire Associates March 2007 - September 2012
Network of Indian Professionals - Pittsburgh Chapter December 2008 - December 2010
Wilshire Associates January 2007 - March 2007
Wilshire Associates January 2005 - December 2006
Wilshire Associates October 2004 - December 2005
Merrill Lynch 2003 - 2003
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Asset Management, Investment Strategies, Investment Management, Investments, Due Diligence, Performance Attribution, Nonprofits, Analysis, Fund Of Funds, Client Service, Financial Services, Management, Financial Analysis, Performance Analysis, Finance, Risk Analytics, Institutional Research, Employee Training, Attribution, Fund Analysis, Institutional Relations, Research, Consulting, Team Management, Team Building, Marketing, Leadership, Event Management, Performance Management, Equities
Education
University of Pittsburgh 1999 — 2003
BSBA, Finance, MIS, Marketing
American University of Paris 2002 — 2002
Certificate, International Business
Université Paris-Sorbonne 2002 — 2002
Certificate, French Studies
Arthur J. Gallagher & Co. October 2012 - Present
Silk Screen: Film Festival and Arts Organization March 2009 - Present
Wilshire Associates January 2008 - September 2012
Wilshire Associates March 2007 - September 2012
Network of Indian Professionals - Pittsburgh Chapter December 2008 - December 2010
Wilshire Associates January 2007 - March 2007
Wilshire Associates January 2005 - December 2006
Wilshire Associates October 2004 - December 2005
Merrill Lynch 2003 - 2003
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Asset Management, Investment Strategies, Investment Management, Investments, Due Diligence, Performance Attribution, Nonprofits, Analysis, Fund Of Funds, Client Service, Financial Services, Management, Financial Analysis, Performance Analysis, Finance, Risk Analytics, Institutional Research, Employee Training, Attribution, Fund Analysis, Institutional Relations, Research, Consulting, Team Management, Team Building, Marketing, Leadership, Event Management, Performance Management, Equities
Education
University of Pittsburgh 1999 — 2003
BSBA, Finance, MIS, Marketing
American University of Paris 2002 — 2002
Certificate, International Business
Université Paris-Sorbonne 2002 — 2002
Certificate, French Studies
Alana Garrop Alana Garrop's Wilshire Associates Experience August 2001 - November 2012
Job Investment Communications Manager at Savos Investments
Industry Financial Services
Experience
Savos Investments July 2015 - Present
Techworkers January 2015 - Present
Aspiriant November 2012 - July 2014
Wilshire Associates August 2001 - November 2012
Walt Disney Internet Group September 2000 - February 2001
MICROCADAM, Inc. July 1999 - June 2000
Netforce December 1996 - July 1999
Skills
Strategic Communications, Process Improvement, Corporate Communications, Investment..., Financial Communications, Internal & External..., B2B, B2C, Investment Compliance, Content Strategy, Vendor Management, Marketing Communications, Content Development, Technical Writing, Web Content, Personnel Management, Fact Sheets, Writing, Data Visualization, Editing, Proofreading, Compliance Management, Project Management, Web Content Creation, RFP, RFI, Document Lifecycle...
Education
University of Arizona
BA, Creative Writing
Savos Investments July 2015 - Present
Techworkers January 2015 - Present
Aspiriant November 2012 - July 2014
Wilshire Associates August 2001 - November 2012
Walt Disney Internet Group September 2000 - February 2001
MICROCADAM, Inc. July 1999 - June 2000
Netforce December 1996 - July 1999
Skills
Strategic Communications, Process Improvement, Corporate Communications, Investment..., Financial Communications, Internal & External..., B2B, B2C, Investment Compliance, Content Strategy, Vendor Management, Marketing Communications, Content Development, Technical Writing, Web Content, Personnel Management, Fact Sheets, Writing, Data Visualization, Editing, Proofreading, Compliance Management, Project Management, Web Content Creation, RFP, RFI, Document Lifecycle...
Education
University of Arizona
BA, Creative Writing
Charles Roth Charles Roth's Wilshire Associates Experience June 2004 - 2008
Job SVP, Head of Investment Advisory at Morningstar Investment Management
Industry Financial Services
Experience
Morningstar Investment Management 2011 - Present
CDI Strategies 2010 - 2011
Wilshire Associates June 2004 - 2008
Ibbotson Associates 2000 - 2003
Kemper Financial Services Inc. 1985 - 1995
Skills
Investments, Mutual Funds, Asset Allocation, Financial Services, Business Development, Portfolio Management, Asset Management, Product Management, Investment Advisory, Relationship Management, CRM, Morningstar Direct, Leadership, Financial Advisory, Competitive Analysis, Finance, Retirement, Management
Education
The University of Chicago Booth School of Business 1982 — 1984
Loyola University Chicago
BBA, Marketing
Morningstar Investment Management 2011 - Present
CDI Strategies 2010 - 2011
Wilshire Associates June 2004 - 2008
Ibbotson Associates 2000 - 2003
Kemper Financial Services Inc. 1985 - 1995
Skills
Investments, Mutual Funds, Asset Allocation, Financial Services, Business Development, Portfolio Management, Asset Management, Product Management, Investment Advisory, Relationship Management, CRM, Morningstar Direct, Leadership, Financial Advisory, Competitive Analysis, Finance, Retirement, Management
Education
The University of Chicago Booth School of Business 1982 — 1984
Loyola University Chicago
BBA, Marketing
Jianjin LI Jianjin LI's Wilshire Associates Experience January 2012 - Present
Job Senior Analyst at Wilshire Analytics| Wilshire Associates
Industry Research
Experience
Wilshire Associates January 2012 - Present
Wilshire Associates June 2010 - Present
Illinois Institute of Technology January 2010 - July 2010
HSBC October 2007 - November 2007
Skills
Derivatives, Fixed Income, Valuation, Portfolio Management, Data Analysis, Statistics, Trading, Analytics, Asset Management, Investments, Matlab, Options, Asset Allocation, Equity Derivatives, Financial Risk
Education
Illinois Institute of Technology 2008 — 2010
Master of Science (MSc), Finance, General
Sun Yat-Sen University, Ling Nan College 2003 — 2007
Bachelor, Economics; International Economics and Trading
JEAN MOULIN LYON 3 UNIVERSITY 2006 — 2006
Exchange Program, Brand management, Arts
Wilshire Associates January 2012 - Present
Wilshire Associates June 2010 - Present
Illinois Institute of Technology January 2010 - July 2010
HSBC October 2007 - November 2007
Skills
Derivatives, Fixed Income, Valuation, Portfolio Management, Data Analysis, Statistics, Trading, Analytics, Asset Management, Investments, Matlab, Options, Asset Allocation, Equity Derivatives, Financial Risk
Education
Illinois Institute of Technology 2008 — 2010
Master of Science (MSc), Finance, General
Sun Yat-Sen University, Ling Nan College 2003 — 2007
Bachelor, Economics; International Economics and Trading
JEAN MOULIN LYON 3 UNIVERSITY 2006 — 2006
Exchange Program, Brand management, Arts
Keith Lee's Wilshire Associates Experience April 2014 - June 2015
Job Investment Banking Analyst at Ocean Park Advisors
Industry Investment Banking
Experience
Ocean Park Advisors June 2015 - Present
Wilshire Associates April 2014 - June 2015
CapTarget, LLC February 2014 - March 2014
Delta Sigma Pi - Omicron Sigma Chapter December 2012 - June 2013
Reality Shares, Inc. 2013 - 2013
Skills
Microsoft Excel, Financial Accounting, Microsoft Office, PowerPoint, Customer Service, Financial Analysis, Investments, QuickBooks, Finance, Financial Modeling, Microsoft Word
Education
UCSD 2011 — 2013
Bachelor of Arts (B.A.), Economics, 3.81
Mt. San Antonio College 2009 — 2011
Diocesan Boys' School 2003 — 2008
Ocean Park Advisors June 2015 - Present
Wilshire Associates April 2014 - June 2015
CapTarget, LLC February 2014 - March 2014
Delta Sigma Pi - Omicron Sigma Chapter December 2012 - June 2013
Reality Shares, Inc. 2013 - 2013
Skills
Microsoft Excel, Financial Accounting, Microsoft Office, PowerPoint, Customer Service, Financial Analysis, Investments, QuickBooks, Finance, Financial Modeling, Microsoft Word
Education
UCSD 2011 — 2013
Bachelor of Arts (B.A.), Economics, 3.81
Mt. San Antonio College 2009 — 2011
Diocesan Boys' School 2003 — 2008
Hanyu (James) Cai, CFA Hanyu (James) Cai, CFA's Wilshire Associates Experience June 2013 - September 2013
Job Associate, Model Risk Quantitative Analyst at MUFG Americas
Industry Financial Services
Experience
MUFG Americas February 2014 - Present
Wilshire Associates June 2013 - September 2013
ANZ January 2011 - October 2012
Geneva Finance Ltd October 2009 - December 2010
Skills
Finance, Banking, Retail Banking, Credit Risk, Data Analysis, Matlab, SAS, C++ Language, VBA, Microsoft Excel, Analysis, Corporate Finance, Portfolio Management, Fixed Income, Risk Management, Financial Risk, C++
Education
University of California, Los Angeles - The Anderson School of Management 2012 — 2013
Master of Financial Engineering, 3.8/4.0, ranked 5/35
Tsinghua University 2013 — 2013
Non-degree certificates, Finance; with scholarship
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2012
Non-degree certificates, C++, Math and Statistics in Financial Engineering
University of Auckland 2004 — 2008
Bachelor of Commerce; Postgraduate Diploma in Commerce, Accounting and Finance, Awarded with Merit
MUFG Americas February 2014 - Present
Wilshire Associates June 2013 - September 2013
ANZ January 2011 - October 2012
Geneva Finance Ltd October 2009 - December 2010
Skills
Finance, Banking, Retail Banking, Credit Risk, Data Analysis, Matlab, SAS, C++ Language, VBA, Microsoft Excel, Analysis, Corporate Finance, Portfolio Management, Fixed Income, Risk Management, Financial Risk, C++
Education
University of California, Los Angeles - The Anderson School of Management 2012 — 2013
Master of Financial Engineering, 3.8/4.0, ranked 5/35
Tsinghua University 2013 — 2013
Non-degree certificates, Finance; with scholarship
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2012
Non-degree certificates, C++, Math and Statistics in Financial Engineering
University of Auckland 2004 — 2008
Bachelor of Commerce; Postgraduate Diploma in Commerce, Accounting and Finance, Awarded with Merit
Joseph Maietta, CFA's Wilshire Associates Experience June 2008 - April 2010
Job Associate Director at MacKay Shields
Industry Financial Services
Experience
MacKay Shields LLC August 2014 - Present
PIMCO April 2011 - July 2014
JP Morgan Chase April 2010 - April 2011
Wilshire Associates June 2008 - April 2010
Skills
Asset Management, Bloomberg, Equities, Financial Modeling, Fixed Income, Hedge Funds, Portfolio Management, Valuation, Derivatives, Finance, Financial Analysis, Investments, Mutual Funds, Asset Allocation, Securities
Education
New York University - Leonard N. Stern School of Business 2015 — 2016
Master of Science (MSc), Global Finance
HKUST Business School 2015 — 2016
Master of Science (MSc), Global Finance
Hofstra University 2004 — 2008
B.A, Finance, Accounting
Chaminade High School 2001 — 2004
MacKay Shields LLC August 2014 - Present
PIMCO April 2011 - July 2014
JP Morgan Chase April 2010 - April 2011
Wilshire Associates June 2008 - April 2010
Skills
Asset Management, Bloomberg, Equities, Financial Modeling, Fixed Income, Hedge Funds, Portfolio Management, Valuation, Derivatives, Finance, Financial Analysis, Investments, Mutual Funds, Asset Allocation, Securities
Education
New York University - Leonard N. Stern School of Business 2015 — 2016
Master of Science (MSc), Global Finance
HKUST Business School 2015 — 2016
Master of Science (MSc), Global Finance
Hofstra University 2004 — 2008
B.A, Finance, Accounting
Chaminade High School 2001 — 2004
Betsy Bothell Betsy Bothell's Wilshire Associates Experience May 2006 - February 2012
Job Owner at Signs Of...
Industry Computer Software
Experience
Signs Of... January 2014 - Present
Startel Corp March 2012 - January 2014
Wilshire Associates May 2006 - February 2012
CPK June 2005 - May 2006
Okemos Public Schools September 2004 - May 2005
Mason Public Schools August 2004 - November 2004
Skills
SQL, Microsoft Excel, Research, Microsoft Office, PowerPoint, Matlab, Quality Assurance, C#, WordPress, Project Management, Access, C++, JavaScript, Management, Java, Microsoft SQL Server, Team Leadership
Education
Kalamazoo College 1999 — 2003
BA, Computer Science
University of Wollongong 2001 — 2001
Study Abroad
Signs Of... January 2014 - Present
Startel Corp March 2012 - January 2014
Wilshire Associates May 2006 - February 2012
CPK June 2005 - May 2006
Okemos Public Schools September 2004 - May 2005
Mason Public Schools August 2004 - November 2004
Skills
SQL, Microsoft Excel, Research, Microsoft Office, PowerPoint, Matlab, Quality Assurance, C#, WordPress, Project Management, Access, C++, JavaScript, Management, Java, Microsoft SQL Server, Team Leadership
Education
Kalamazoo College 1999 — 2003
BA, Computer Science
University of Wollongong 2001 — 2001
Study Abroad
Phil Cunliffe Phil Cunliffe's Wilshire Associates Experience January 1994 - September 1995
Job Financial Management at U.S. Government
Industry Government Administration
Experience
U.S. Government 2013 - Present
Cal Alumni Association 2007 - 2013
St. Anthony Foundation June 1998 - February 2007
St. Francis Center September 1995 - June 1998
Wilshire Associates January 1994 - September 1995
Skills
Non-profits, Fundraising, Strategic Planning, Community Outreach, Budgets, Program Development, Nonprofits, Leadership Development, Volunteer Management, Finance, Grant Writing, Grants, Public Speaking, Leadership, Philanthropy, Program Management, Community Development
Education
Thunderbird School of Global Management 1992 — 1993
MBA, International Finance
University of California, Berkeley 1982 — 1986
BS, Business Administration
U.S. Government 2013 - Present
Cal Alumni Association 2007 - 2013
St. Anthony Foundation June 1998 - February 2007
St. Francis Center September 1995 - June 1998
Wilshire Associates January 1994 - September 1995
Skills
Non-profits, Fundraising, Strategic Planning, Community Outreach, Budgets, Program Development, Nonprofits, Leadership Development, Volunteer Management, Finance, Grant Writing, Grants, Public Speaking, Leadership, Philanthropy, Program Management, Community Development
Education
Thunderbird School of Global Management 1992 — 1993
MBA, International Finance
University of California, Berkeley 1982 — 1986
BS, Business Administration
Jim Walnum's Wilshire Associates Experience 1985 - 1986
Job Senior Manager DevOps at Alight
Industry Financial Services
Experience
Alight September 2015 - Present
Incapture Technologies January 2015 - September 2015
Alpha Omega Financial Systems, Inc. December 2013 - November 2014
Wells Fargo May 2013 - December 2013
AXA Rosenberg May 2006 - May 2013
Barclays Global Investors March 1999 - April 2006
Devonshire Technology November 1996 - March 1999
Barclays Global Investors January 1993 - November 1996
Vestek April 1987 - January 1993
Wilshire Associates 1985 - 1986
Skills
Docker, Git, Freshdesk, Jenkins, Gerrit, DevOps, FIX Post Trade, Fixed Income, Equities, Portfolio Management, Trading, SDLC, Trading Systems, Capital Markets, FX Options, Equity Trading, Software Development, Quality Assurance, Hedge Funds, Back Office, Equity Derivatives, Python, Asset Managment, Financial Services, FX trading, Bloomberg, Securities Lending, Options, Electronic Trading, Asset Management, Middle Office, SQL, Investment Management, Performance Measurement, Business Analysis, Technical Analysis, FX, Currency, APL, FORTRAN, Perforce, FIX, Business Process..., Financial Markets
Education
Pomona College 1980 — 1984
BA
Alight September 2015 - Present
Incapture Technologies January 2015 - September 2015
Alpha Omega Financial Systems, Inc. December 2013 - November 2014
Wells Fargo May 2013 - December 2013
AXA Rosenberg May 2006 - May 2013
Barclays Global Investors March 1999 - April 2006
Devonshire Technology November 1996 - March 1999
Barclays Global Investors January 1993 - November 1996
Vestek April 1987 - January 1993
Wilshire Associates 1985 - 1986
Skills
Docker, Git, Freshdesk, Jenkins, Gerrit, DevOps, FIX Post Trade, Fixed Income, Equities, Portfolio Management, Trading, SDLC, Trading Systems, Capital Markets, FX Options, Equity Trading, Software Development, Quality Assurance, Hedge Funds, Back Office, Equity Derivatives, Python, Asset Managment, Financial Services, FX trading, Bloomberg, Securities Lending, Options, Electronic Trading, Asset Management, Middle Office, SQL, Investment Management, Performance Measurement, Business Analysis, Technical Analysis, FX, Currency, APL, FORTRAN, Perforce, FIX, Business Process..., Financial Markets
Education
Pomona College 1980 — 1984
BA
Kirk Yogan Kirk Yogan's Wilshire Associates Experience January 2010 - July 2011
Job Merchandise Planner at DICK'S Sporting Goods
Industry Retail
Experience
DICK'S Sporting Goods November 2013 - Present
American Eagle Outfitters January 2013 - November 2013
American Eagle Outfitters June 2011 - January 2013
Wilshire Associates January 2010 - July 2011
Wilshire Associates June 2007 - January 2010
Wilshire Associates May 2006 - September 2006
Skills
Forecasting, Asset Allocation, Microsoft Excel, Data Analysis, Financial Analysis, Retail, PowerPoint, Microsoft Office, Inventory Management, Access, Analysis, Trend Analysis, Merchandising, Customer Service, Microsoft Word, Finance, Fixed Income, Strategic Planning, Business Analysis, Leadership, Financial Modeling, Portfolio Management, Outlook, Quantitative Analytics, Time Management
Education
Penn State University 2003 — 2007
B.S., Finance
Thomas Jefferson High School
DICK'S Sporting Goods November 2013 - Present
American Eagle Outfitters January 2013 - November 2013
American Eagle Outfitters June 2011 - January 2013
Wilshire Associates January 2010 - July 2011
Wilshire Associates June 2007 - January 2010
Wilshire Associates May 2006 - September 2006
Skills
Forecasting, Asset Allocation, Microsoft Excel, Data Analysis, Financial Analysis, Retail, PowerPoint, Microsoft Office, Inventory Management, Access, Analysis, Trend Analysis, Merchandising, Customer Service, Microsoft Word, Finance, Fixed Income, Strategic Planning, Business Analysis, Leadership, Financial Modeling, Portfolio Management, Outlook, Quantitative Analytics, Time Management
Education
Penn State University 2003 — 2007
B.S., Finance
Thomas Jefferson High School
Robert Kuberek Robert Kuberek's Wilshire Associates Experience 1984 - 2008
Job Consultant
Industry Financial Services
Experience
GLG Group February 2009 - Present
The University of Arizona August 2008 - May 2013
Wilshire Associates 1984 - 2008
National Bank of Detroit April 1981 - March 1984
Skills
Financial Modeling, Fixed Income, Valuation, Analytics, Portfolio Management, Hedge Funds, Quantitative Analytics, Investments, Asset Allocation, Financial Risk, Asset Management, Product Development, Finance, Bloomberg, Public Speaking, Investment Management, Management, Equities, Research, Options, Consulting, Mutual Funds
Education
The University of Chicago Booth School of Business 1979 — 1981
MBA Finance, Finance and Accounting
Pomona College 1972 — 1976
BA, Mathematical Economics and Asian Studies (Double Major)
GLG Group February 2009 - Present
The University of Arizona August 2008 - May 2013
Wilshire Associates 1984 - 2008
National Bank of Detroit April 1981 - March 1984
Skills
Financial Modeling, Fixed Income, Valuation, Analytics, Portfolio Management, Hedge Funds, Quantitative Analytics, Investments, Asset Allocation, Financial Risk, Asset Management, Product Development, Finance, Bloomberg, Public Speaking, Investment Management, Management, Equities, Research, Options, Consulting, Mutual Funds
Education
The University of Chicago Booth School of Business 1979 — 1981
MBA Finance, Finance and Accounting
Pomona College 1972 — 1976
BA, Mathematical Economics and Asian Studies (Double Major)
Benjamin M. Lavine, CFA Benjamin M. Lavine, CFA's Wilshire Associates Experience June 1999 - June 2005
Job Manager at Ben Lavine Consulting, LLC
Industry Investment Management
Experience
Ben Lavine Consulting, LLC July 2014 - Present
Batterymarch Financial Management September 2005 - June 2014
Wilshire Associates June 1999 - June 2005
Asset Strategy Consulting 1997 - 1999
Skills
Equities, Portfolio Management, Asset Allocation, Asset Management, Investment Management, Quantitative Research, Fixed Income, Investments, Capital Markets, Macro, Palantir, Quantitative Investing, Quantitative Analytics, Matlab, Bloomberg, Factset, Investment Strategies, Alternative Investments, Equity Research, Financial Modeling
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2005
MBA, Business Administration, Finance, A
University of California, San Diego 1991 — 1995
Bachelor of Arts (BA), Political Science and Economics, A
Ben Lavine Consulting, LLC July 2014 - Present
Batterymarch Financial Management September 2005 - June 2014
Wilshire Associates June 1999 - June 2005
Asset Strategy Consulting 1997 - 1999
Skills
Equities, Portfolio Management, Asset Allocation, Asset Management, Investment Management, Quantitative Research, Fixed Income, Investments, Capital Markets, Macro, Palantir, Quantitative Investing, Quantitative Analytics, Matlab, Bloomberg, Factset, Investment Strategies, Alternative Investments, Equity Research, Financial Modeling
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2005
MBA, Business Administration, Finance, A
University of California, San Diego 1991 — 1995
Bachelor of Arts (BA), Political Science and Economics, A
J.M. Ruscetti, CFA J.M. Ruscetti, CFA's Wilshire Associates Experience June 2007 - Present
Job Vice President at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates June 2007 - Present
Harvest Financial Corporation March 2007 - June 2007
Troon Golf January 2005 - March 2007
Skills
Investments, Investment Management, Wilshire Compass, Finance, Portfolio Management, Asset Allocation, Financial Analysis, Alternative Investments, Financial Modeling, Asset Management, Pensions, Hedge Funds, Fixed Income
Education
Penn State University 2000 — 2005
BS, Marketing
Penn State University 2000 — 2005
BS, RPM - Professional Golf Mgmt.
Wilshire Associates June 2007 - Present
Harvest Financial Corporation March 2007 - June 2007
Troon Golf January 2005 - March 2007
Skills
Investments, Investment Management, Wilshire Compass, Finance, Portfolio Management, Asset Allocation, Financial Analysis, Alternative Investments, Financial Modeling, Asset Management, Pensions, Hedge Funds, Fixed Income
Education
Penn State University 2000 — 2005
BS, Marketing
Penn State University 2000 — 2005
BS, RPM - Professional Golf Mgmt.
Panthita (Panpan) Punyaneramitdee Panthita (Panpan) Punyaneramitdee's Wilshire Associates Experience June 2015 - August 2015
Job Investment Banking Fall Analyst at MergerTech Advisors
Industry Financial Services
Experience
MergerTech Advisors September 2015 - Present
Wilshire Associates June 2015 - August 2015
Phatra Securities Plc May 2015 - June 2015
Pacific Oak, LLC January 2015 - May 2015
Goldman Sachs October 2014 - December 2014
EY June 2014 - July 2014
Deloitte November 2013 - March 2014
KPMG October 2013 - November 2013
Phatra Securities Plc May 2013 - June 2013
Skills
Business Valuation, DCF Valuation, Financial Accounting, Public Speaking, Event Planning, Microsoft Excel, Event Management, Teamwork, Interpersonal Skill, Team Leadership, Entrepreneurship, Consulting, Financial Statement..., M&A analysis, Leadership, Data Analysis
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (BA), Economics, Junior
Ruamrudee International School, Bangkok Thailand 2007 — 2012
Stanford University 2010 — 2010
High School Summer College, Chemistry
MergerTech Advisors September 2015 - Present
Wilshire Associates June 2015 - August 2015
Phatra Securities Plc May 2015 - June 2015
Pacific Oak, LLC January 2015 - May 2015
Goldman Sachs October 2014 - December 2014
EY June 2014 - July 2014
Deloitte November 2013 - March 2014
KPMG October 2013 - November 2013
Phatra Securities Plc May 2013 - June 2013
Skills
Business Valuation, DCF Valuation, Financial Accounting, Public Speaking, Event Planning, Microsoft Excel, Event Management, Teamwork, Interpersonal Skill, Team Leadership, Entrepreneurship, Consulting, Financial Statement..., M&A analysis, Leadership, Data Analysis
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (BA), Economics, Junior
Ruamrudee International School, Bangkok Thailand 2007 — 2012
Stanford University 2010 — 2010
High School Summer College, Chemistry
Jessica Hankins Jessica Hankins's Wilshire Associates Experience December 2007 - October 2008
Job Sourcing & Procurement Manager at Global Inflight Products
Industry Airlines/Aviation
Experience
Global Inflight Products July 2013 - Present
Law Office of Timothy C. Chiang-Lin, PLLC January 2013 - July 2013
Wilshire Associates December 2007 - October 2008
GCiS China Strategic Research 2006 - 2007
GCiS China Strategic Research 2003 - 2006
Law Offices of Thomas K. Crowe, P.C. June 2000 - December 2003
Skills
Mandarin, Chinese Culture, Marketing, Marketing Research, Classical Chinese..., Chinese History, Microsoft Office, Microsoft Excel, Product Sourcing, Supplier Sourcing, Supplier Evaluation, Negotiation, Writing, SPSS, Microsoft Word, Data Analysis, PowerPoint, Market Research Project..., Market Research, Qualitative &..., Editing, Legal Writing, Legal Research, Paralegal, Customer Service, Chinese, Sales, Strategy, Strategic Planning, Business Strategy, Analysis, Interpreting/Translating, Training Program..., Communication, Organization Skills, Supplier Relationship..., Inventory Management, Sample Development, Management
Education
The George Washington University 1999 — 2003
Bachelor of Arts (B.A.), International Affairs concentrating in Economics; Chinese Language and Literature, 3.92
The International School of Beijing 1996 — 1999
High School Diploma; International Baccalaureate Diploma, High School/Secondary Diplomas and Certificates, 4.0
Gig Harbor High School 1995 — 1996
High School, 4.0
Global Inflight Products July 2013 - Present
Law Office of Timothy C. Chiang-Lin, PLLC January 2013 - July 2013
Wilshire Associates December 2007 - October 2008
GCiS China Strategic Research 2006 - 2007
GCiS China Strategic Research 2003 - 2006
Law Offices of Thomas K. Crowe, P.C. June 2000 - December 2003
Skills
Mandarin, Chinese Culture, Marketing, Marketing Research, Classical Chinese..., Chinese History, Microsoft Office, Microsoft Excel, Product Sourcing, Supplier Sourcing, Supplier Evaluation, Negotiation, Writing, SPSS, Microsoft Word, Data Analysis, PowerPoint, Market Research Project..., Market Research, Qualitative &..., Editing, Legal Writing, Legal Research, Paralegal, Customer Service, Chinese, Sales, Strategy, Strategic Planning, Business Strategy, Analysis, Interpreting/Translating, Training Program..., Communication, Organization Skills, Supplier Relationship..., Inventory Management, Sample Development, Management
Education
The George Washington University 1999 — 2003
Bachelor of Arts (B.A.), International Affairs concentrating in Economics; Chinese Language and Literature, 3.92
The International School of Beijing 1996 — 1999
High School Diploma; International Baccalaureate Diploma, High School/Secondary Diplomas and Certificates, 4.0
Gig Harbor High School 1995 — 1996
High School, 4.0
Erin Simpson Erin Simpson's Wilshire Associates Experience June 2013 - Present
Job Vice President
Industry Financial Services
Experience
Wilshire Associates June 2013 - Present
OmniVista Solutions; Winter Rock Consulting April 2012 - June 2013
Risk Fundamentals January 2008 - March 2012
Merrill Lynch February 2006 - December 2007
Kenmar Global Investments October 2004 - January 2006
Space Telescope Science Institute September 2001 - September 2004
Skills
Risk Management, Portfolio Management, Financial Risk, Asset Managment, Hedge Funds, Quantitative Analytics, Financial Analysis, Microsoft Excel, Equity Research, Capital Markets, Equities, Options, Fixed Income, Asset Management, Financial Modeling, Bloomberg, Due Diligence, Alternative Investments
Education
The Johns Hopkins University - Carey Business School 2002 — 2005
Master of Science (MS), Information Technology
Yale University 1997 — 2001
Bachelor of Science (BS), Astronomy and Physics
Wilshire Associates June 2013 - Present
OmniVista Solutions; Winter Rock Consulting April 2012 - June 2013
Risk Fundamentals January 2008 - March 2012
Merrill Lynch February 2006 - December 2007
Kenmar Global Investments October 2004 - January 2006
Space Telescope Science Institute September 2001 - September 2004
Skills
Risk Management, Portfolio Management, Financial Risk, Asset Managment, Hedge Funds, Quantitative Analytics, Financial Analysis, Microsoft Excel, Equity Research, Capital Markets, Equities, Options, Fixed Income, Asset Management, Financial Modeling, Bloomberg, Due Diligence, Alternative Investments
Education
The Johns Hopkins University - Carey Business School 2002 — 2005
Master of Science (MS), Information Technology
Yale University 1997 — 2001
Bachelor of Science (BS), Astronomy and Physics
Natalie (Natalia) Moran's Wilshire Associates Experience January 2014 - April 2015
Job Consultant
Industry Health, Wellness and Fitness
Experience
Wilshire Associates January 2014 - April 2015
Level 3 Communications April 2013 - September 2013
AMG National Trust Bank August 2010 - November 2012
Royal Bank of Canada (RBC Capital Markets) March 2007 - April 2008
JP Morgan Chase & Co. July 2004 - July 2005
A.G. Edwards & Sons, Inc. October 2002 - July 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Forecasting, Analysis, Equities, Bloomberg, Investments, Microsoft Excel, Equity Research, Wilshire Compass, Pivot Tables, Vlookup, Morningstar Direct, Thomson One Analytics
Education
Washington University in St. Louis - Olin Business School 2000 — 2002
MBA
Moscow State Linguistic University 1992 — 1997
BA
Wilshire Associates January 2014 - April 2015
Level 3 Communications April 2013 - September 2013
AMG National Trust Bank August 2010 - November 2012
Royal Bank of Canada (RBC Capital Markets) March 2007 - April 2008
JP Morgan Chase & Co. July 2004 - July 2005
A.G. Edwards & Sons, Inc. October 2002 - July 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Forecasting, Analysis, Equities, Bloomberg, Investments, Microsoft Excel, Equity Research, Wilshire Compass, Pivot Tables, Vlookup, Morningstar Direct, Thomson One Analytics
Education
Washington University in St. Louis - Olin Business School 2000 — 2002
MBA
Moscow State Linguistic University 1992 — 1997
BA
Brice Shirimbere's Wilshire Associates Experience September 2015 - Present
Job Associate at Wilshire Associates
Industry Capital Markets
Experience
Wilshire Associates September 2015 - Present
Gabriel, Roeder, Smith & Company February 2015 - August 2015
Mercer June 2008 - September 2014
Skills
Data Analysis, Analysis, Analytics, Financial Modeling, Product Management, Financial Analysis, Project Management, Valuation, Business Strategy, VBA, Business Planning, Strategy, Finance, Risk Management, Economics, Statistics, Statistical Modeling, Mergers & Acquisitions, Financial Reporting, Management Consulting, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of San Diego 2005 — 2008
B.A, Economics with an Emphasis in Mathematics
Wilshire Associates September 2015 - Present
Gabriel, Roeder, Smith & Company February 2015 - August 2015
Mercer June 2008 - September 2014
Skills
Data Analysis, Analysis, Analytics, Financial Modeling, Product Management, Financial Analysis, Project Management, Valuation, Business Strategy, VBA, Business Planning, Strategy, Finance, Risk Management, Economics, Statistics, Statistical Modeling, Mergers & Acquisitions, Financial Reporting, Management Consulting, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of San Diego 2005 — 2008
B.A, Economics with an Emphasis in Mathematics
Yevgeniya Shteyn Yevgeniya Shteyn's Wilshire Associates Experience April 2007 - Present
Job Sr. Associate at Wilshire Associates
Industry Computer Software
Experience
Wilshire Associates April 2007 - Present
Information Products April 2006 - April 2007
Prototype Industries September 2003 - April 2006
Skills
C#, Visual Basic, VBA, VB.NET, SQL, Java, Oracle, HTML, PL/SQL, SDLC, XML, Microsoft SQL Server, Windows, Java Enterprise Edition, Software Development, Testing, Databases, Visual Studio
Education
Odessa National 'I.I. Mecnikov' University 1994 — 1999
Wilshire Associates April 2007 - Present
Information Products April 2006 - April 2007
Prototype Industries September 2003 - April 2006
Skills
C#, Visual Basic, VBA, VB.NET, SQL, Java, Oracle, HTML, PL/SQL, SDLC, XML, Microsoft SQL Server, Windows, Java Enterprise Edition, Software Development, Testing, Databases, Visual Studio
Education
Odessa National 'I.I. Mecnikov' University 1994 — 1999
Wesley Urick Wesley Urick's Wilshire Associates Experience October 2002 - October 2007
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock October 2007 - Present
Wilshire Associates October 2002 - October 2007
Robert W. Baird & Co. October 1998 - October 2000
Skills
Derivatives, Fixed Income
Education
University of Chicago Graduate School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
BlackRock October 2007 - Present
Wilshire Associates October 2002 - October 2007
Robert W. Baird & Co. October 1998 - October 2000
Skills
Derivatives, Fixed Income
Education
University of Chicago Graduate School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
Vanessa Inks Vanessa Inks's Wilshire Associates Experience January 2014 - Present
Job Senior Analyst at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates January 2014 - Present
Eat'n Park Hospitality Group April 2005 - Present
Wilshire Associates January 2012 - January 2014
BNY Mellon May 2010 - January 2012
Skills
Microsoft Excel, Access, PowerPoint, Microsoft Office, Data Analysis, Customer Service, Microsoft Word, Process Improvement, Strategic Planning, Social Media, Outlook, Team Building, Account Management, Leadership, Event Planning, Finance, Asset Allocation, Marketing, Public Speaking, Alternative Investments, Wilshire Compass
Education
La Roche College 2005 — 2010
Bachelors, Finance and Management
Wilshire Associates January 2014 - Present
Eat'n Park Hospitality Group April 2005 - Present
Wilshire Associates January 2012 - January 2014
BNY Mellon May 2010 - January 2012
Skills
Microsoft Excel, Access, PowerPoint, Microsoft Office, Data Analysis, Customer Service, Microsoft Word, Process Improvement, Strategic Planning, Social Media, Outlook, Team Building, Account Management, Leadership, Event Planning, Finance, Asset Allocation, Marketing, Public Speaking, Alternative Investments, Wilshire Compass
Education
La Roche College 2005 — 2010
Bachelors, Finance and Management
Mark Perry Mark Perry's Wilshire Associates Experience July 2012 - Present
Job Vice President at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates July 2012 - Present
Centinela Capital Partners April 2008 - July 2012
The Boeing Company 2004 - 2008
Northrop Grumman 2002 - 2004
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2008
MBA, Finance
Stanford University 2001 — 2002
MS, Electrical Engineering
University of California, Los Angeles 1996 — 2001
BS, Electrical Engineering
Wilshire Associates July 2012 - Present
Centinela Capital Partners April 2008 - July 2012
The Boeing Company 2004 - 2008
Northrop Grumman 2002 - 2004
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2008
MBA, Finance
Stanford University 2001 — 2002
MS, Electrical Engineering
University of California, Los Angeles 1996 — 2001
BS, Electrical Engineering
Jen McClelland Jen McClelland's Wilshire Associates Experience July 2005 - May 2006
Job Assistant Manager/Loan Officer at Southwestern Pennsylvania Commission
Industry Government Administration
Experience
Southwestern Pennsylvania Commission May 2006 - Present
Wilshire Associates July 2005 - May 2006
National City Bank August 2000 - December 2005
Education
Saint Vincent College
Bachelor;s Of Science, Administration/Accounting
Southwestern Pennsylvania Commission May 2006 - Present
Wilshire Associates July 2005 - May 2006
National City Bank August 2000 - December 2005
Education
Saint Vincent College
Bachelor;s Of Science, Administration/Accounting
Andrew Schroeck Andrew Schroeck's Wilshire Associates Experience January 2012 - June 2012
Job Sales Compensation Analyst at Schneider Electric
Industry Electrical/Electronic Manufacturing
Experience
Schneider Electric September 2013 - Present
Schneider Electric June 2012 - August 2013
Wilshire Associates January 2012 - June 2012
Wilshire Associates February 2010 - December 2011
Truepoint Inc May 2009 - January 2010
Skills
Microsoft Excel, Microsoft Office, Sales Compensation, Process Improvement, Oracle Business...
Education
Xavier University 2007 — 2009
B.S.B.A., Williams College of Business, Finance
Saint Anselm College 2005 — 2007
Business Administration
Schneider Electric September 2013 - Present
Schneider Electric June 2012 - August 2013
Wilshire Associates January 2012 - June 2012
Wilshire Associates February 2010 - December 2011
Truepoint Inc May 2009 - January 2010
Skills
Microsoft Excel, Microsoft Office, Sales Compensation, Process Improvement, Oracle Business...
Education
Xavier University 2007 — 2009
B.S.B.A., Williams College of Business, Finance
Saint Anselm College 2005 — 2007
Business Administration
SHIVANI CHOUDHARY, CIPM's Wilshire Associates Experience June 2007 - May 2010
Job Investment Performance Analyst (GIPS)
Industry Financial Services
Experience
Guggenheim Partners May 2010 - Present
Wilshire Associates June 2007 - May 2010
Stuart School Of Business September 2006 - June 2007
Skills
Performance Attribution, Performance Measurement, GIPS, Fixed Income, Bloomberg, Equities, Alternative Investments, VBA, Portfolio Management, Financial Risk, Hedge Funds, Quantitative Finance, Derivatives, Financial Modeling, Asset Management, Investments
Education
Illinois Institute of Technology 2006 — 2008
MBA, Finance
Institute of Technology and Management 2002 — 2006
BE, Electronics and Instrumentation
Guggenheim Partners May 2010 - Present
Wilshire Associates June 2007 - May 2010
Stuart School Of Business September 2006 - June 2007
Skills
Performance Attribution, Performance Measurement, GIPS, Fixed Income, Bloomberg, Equities, Alternative Investments, VBA, Portfolio Management, Financial Risk, Hedge Funds, Quantitative Finance, Derivatives, Financial Modeling, Asset Management, Investments
Education
Illinois Institute of Technology 2006 — 2008
MBA, Finance
Institute of Technology and Management 2002 — 2006
BE, Electronics and Instrumentation
Liza dela Cruz, MBA's Wilshire Associates Experience September 2007 - June 2008
Job Director and Compliance Officer
Industry Financial Services
Experience
AIG February 2012 - Present
Research Affiliates June 2010 - February 2012
Research Affiliates July 2008 - June 2010
Wilshire Associates September 2007 - June 2008
Financial Network Investment Corporation, Member SIPC March 2005 - September 2007
AIG SunAmerica October 1998 - February 2005
Skills
Auditing, Quality Assurance, Variable Annuities, Securities, Mutual Funds, Series 7, Investments, FINRA, Asset Managment, Risk Management, AML, Series 24, Due Diligence, Portfolio Management, Series 63, Asset Management, Financial Services, Finance, Investment Advisory, Alternative Investments, Fixed Annuities, Series 6, Investment Management, Equities, Fixed Income, Wealth Management, Management
Education
Pepperdine University School of Law 2011 — 2012
Certificate in Dispute Resolution, The Straus Institute for Dispute Resolution
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, Finance & Dispute Resolution
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
Bachelor of Science, Management
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 1994 — 1997
Business Administrative Studies
AIG February 2012 - Present
Research Affiliates June 2010 - February 2012
Research Affiliates July 2008 - June 2010
Wilshire Associates September 2007 - June 2008
Financial Network Investment Corporation, Member SIPC March 2005 - September 2007
AIG SunAmerica October 1998 - February 2005
Skills
Auditing, Quality Assurance, Variable Annuities, Securities, Mutual Funds, Series 7, Investments, FINRA, Asset Managment, Risk Management, AML, Series 24, Due Diligence, Portfolio Management, Series 63, Asset Management, Financial Services, Finance, Investment Advisory, Alternative Investments, Fixed Annuities, Series 6, Investment Management, Equities, Fixed Income, Wealth Management, Management
Education
Pepperdine University School of Law 2011 — 2012
Certificate in Dispute Resolution, The Straus Institute for Dispute Resolution
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, Finance & Dispute Resolution
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
Bachelor of Science, Management
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 1994 — 1997
Business Administrative Studies
Nicholas Sefchok, CFA Nicholas Sefchok, CFA's Wilshire Associates Experience September 2007 - Present
Job Vice President at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates September 2007 - Present
Snow Capital Management L.P. May 2011 - December 2011
Wilshire Associates September 2007 - April 2011
PNC Bank March 2007 - September 2007
U.S. House of Representatives June 2005 - August 2005
Skills
Investments, Portfolio Management, Equities, Valuation, Asset Allocation, Fixed Income, Finance, Financial Analysis, Alternative Investments, Financial Modeling, Investment Management, Economics, Equity Research, Asset Management, Securities, Private Equity, Chartered Financial..., DCF, Capital Markets, Business Valuation, Venture Capital, Cash Flow, Hedge Funds, Research, Risk Management, Institutional..., Analysis, Investment Advisory, Mergers, Fund Of Funds, LBO, Bloomberg, Pension Funds, Financial Services, Bonds, Derivatives, Investment Strategies, Forecasting, Mutual Funds, Due Diligence
Education
Juniata College 2002 — 2006
B.S., Finance
Juniata College 2002 — 2006
Bachelor of Arts (B.A.), Finance
Wilshire Associates September 2007 - Present
Snow Capital Management L.P. May 2011 - December 2011
Wilshire Associates September 2007 - April 2011
PNC Bank March 2007 - September 2007
U.S. House of Representatives June 2005 - August 2005
Skills
Investments, Portfolio Management, Equities, Valuation, Asset Allocation, Fixed Income, Finance, Financial Analysis, Alternative Investments, Financial Modeling, Investment Management, Economics, Equity Research, Asset Management, Securities, Private Equity, Chartered Financial..., DCF, Capital Markets, Business Valuation, Venture Capital, Cash Flow, Hedge Funds, Research, Risk Management, Institutional..., Analysis, Investment Advisory, Mergers, Fund Of Funds, LBO, Bloomberg, Pension Funds, Financial Services, Bonds, Derivatives, Investment Strategies, Forecasting, Mutual Funds, Due Diligence
Education
Juniata College 2002 — 2006
B.S., Finance
Juniata College 2002 — 2006
Bachelor of Arts (B.A.), Finance
Cleo Chang Cleo Chang's Wilshire Associates Experience March 2005 - Present
Job Managing Director, Head of Investment Research
Industry Financial Services
Experience
Wilshire Associates March 2005 - Present
Harris myCFO January 2001 - July 2003
Asset Strategy Consulting January 1999 - December 2000
Education
University of California, Berkeley
BA, Economics
University of Southern California - Marshall School of Business
MBA, Finance
Wilshire Associates March 2005 - Present
Harris myCFO January 2001 - July 2003
Asset Strategy Consulting January 1999 - December 2000
Education
University of California, Berkeley
BA, Economics
University of Southern California - Marshall School of Business
MBA, Finance
Sean Shen, CFA Sean Shen, CFA's Wilshire Associates Experience December 2010 - January 2015
Job Fixed Income Quantitative & Risk Technology @ Capital Group
Industry Financial Services
Experience
Capital Group January 2015 - Present
Wilshire Associates December 2010 - January 2015
Wilshire Associates January 2005 - December 2010
Wilshire Associates July 2001 - December 2004
Skills
Fixed Income, Equities, Quantitative Analytics, Portfolio Management, Bloomberg, Financial Modeling, Valuation, Quantitative Finance, Performance Attribution, Analytics, Software Engineering, VBA, Matlab, C++, SQL, Unix, Asset Allocation, Object Oriented Design, C, C#, Java, Mutual Funds, Asset Management, Trading, XML, Derivatives, Risk Analysis, Agile Methodologies
Education
University of Illinois at Chicago 1999 — 2001
Master of Science (M.S.), Mathematics and Computer Science
Nanjing University of Aeronautics and Astronautics 1995 — 1999
Bachelor of Science (B.S.), Computational Mathematics
Capital Group January 2015 - Present
Wilshire Associates December 2010 - January 2015
Wilshire Associates January 2005 - December 2010
Wilshire Associates July 2001 - December 2004
Skills
Fixed Income, Equities, Quantitative Analytics, Portfolio Management, Bloomberg, Financial Modeling, Valuation, Quantitative Finance, Performance Attribution, Analytics, Software Engineering, VBA, Matlab, C++, SQL, Unix, Asset Allocation, Object Oriented Design, C, C#, Java, Mutual Funds, Asset Management, Trading, XML, Derivatives, Risk Analysis, Agile Methodologies
Education
University of Illinois at Chicago 1999 — 2001
Master of Science (M.S.), Mathematics and Computer Science
Nanjing University of Aeronautics and Astronautics 1995 — 1999
Bachelor of Science (B.S.), Computational Mathematics
Shiraz Vartanian's Wilshire Associates Experience 1998 - 2000
Job
Industry Internet
Experience
Interthinx, a subsidiary of First American Financial Corporation (NYSE: FAF) January 2014 - Present
Native Tongue Media February 2012 - Present
Real Estate Digital September 2010 - January 2012
Fidelity National Real Estate Solutions March 2008 - March 2009
Realty Information Systems February 2007 - February 2008
Homestore September 2004 - January 2007
Move, Inc 2000 - 2007
Wilshire Associates 1998 - 2000
Skills
Training, Strategic Partnerships, Positioning, Start-ups, Business Development, Product Management, Online Advertising, Cross-functional Team..., Product Marketing, Marketing Strategy, Market Research, Analytics, E-commerce, SaaS, Product Development, Mergers & Acquisitions, Strategy, Executive Management, Strategic Planning, Business Planning
Education
Pepperdine 2002 — 2004
MBA
University of Illinois at Chicago 1993 — 1998
BS
Interthinx, a subsidiary of First American Financial Corporation (NYSE: FAF) January 2014 - Present
Native Tongue Media February 2012 - Present
Real Estate Digital September 2010 - January 2012
Fidelity National Real Estate Solutions March 2008 - March 2009
Realty Information Systems February 2007 - February 2008
Homestore September 2004 - January 2007
Move, Inc 2000 - 2007
Wilshire Associates 1998 - 2000
Skills
Training, Strategic Partnerships, Positioning, Start-ups, Business Development, Product Management, Online Advertising, Cross-functional Team..., Product Marketing, Marketing Strategy, Market Research, Analytics, E-commerce, SaaS, Product Development, Mergers & Acquisitions, Strategy, Executive Management, Strategic Planning, Business Planning
Education
Pepperdine 2002 — 2004
MBA
University of Illinois at Chicago 1993 — 1998
BS
Di Zhou, CFA, FRM's Wilshire Associates Experience 2000 - 2008
Job Associate Portfolio Manager at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management September 2014 - Present
Thornburg Investment Management September 2010 - September 2014
University of Chicago Graduate School of Business September 2008 - October 2010
Wilshire Associates 2000 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Investments, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Due Diligence
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
University of Southern California - Marshall School of Business 1996 — 2000
Bachelor of Science (BS)
Thornburg Investment Management September 2014 - Present
Thornburg Investment Management September 2010 - September 2014
University of Chicago Graduate School of Business September 2008 - October 2010
Wilshire Associates 2000 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Investments, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Due Diligence
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
University of Southern California - Marshall School of Business 1996 — 2000
Bachelor of Science (BS)
Ivana A Darmawan's Wilshire Associates Experience October 2005 - May 2007
Job Business Operations
Industry Internet
Experience
YP June 2015 - Present
Wellafide June 2013 - Present
Abax Interactive June 2012 - June 2013
Yahoo! August 2010 - May 2012
Yahoo! August 2009 - August 2010
the Rubicon Project February 2009 - June 2009
Yahoo! June 2008 - August 2008
Yayasan Dharma Bakti ParaSahabat July 2007 - September 2007
Wilshire Associates October 2005 - May 2007
Merrill Lynch July 2005 - September 2005
Skills
Marketing Analytics, ROI Optimization, Online Marketing..., Lifetime Value, Business Strategy, Operations Management, Online Advertising, Social Entrepreneurship, Online Marketing, Entrepreneurship, Direct Marketing, Advertising, Segmentation, Strategy, Start-ups, Competitive Analysis, Digital Media, Digital Strategy, Marketing, Product Development, E-commerce, B2B, Mergers & Acquisitions, Strategic Partnerships, Market Research, Web Marketing, Analytics
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Entrepreneurship
UCLA
BA, Business Economics
YP June 2015 - Present
Wellafide June 2013 - Present
Abax Interactive June 2012 - June 2013
Yahoo! August 2010 - May 2012
Yahoo! August 2009 - August 2010
the Rubicon Project February 2009 - June 2009
Yahoo! June 2008 - August 2008
Yayasan Dharma Bakti ParaSahabat July 2007 - September 2007
Wilshire Associates October 2005 - May 2007
Merrill Lynch July 2005 - September 2005
Skills
Marketing Analytics, ROI Optimization, Online Marketing..., Lifetime Value, Business Strategy, Operations Management, Online Advertising, Social Entrepreneurship, Online Marketing, Entrepreneurship, Direct Marketing, Advertising, Segmentation, Strategy, Start-ups, Competitive Analysis, Digital Media, Digital Strategy, Marketing, Product Development, E-commerce, B2B, Mergers & Acquisitions, Strategic Partnerships, Market Research, Web Marketing, Analytics
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Entrepreneurship
UCLA
BA, Business Economics
Raymond Chowayou's Wilshire Associates Experience
Job Senior Associate at Wilshire Associates
Industry Computer Software
Experience
Wilshire Associates
Skills
Microsoft SQL Server, SDLC, Agile Methodologies, Web Services, SOA, Java, SQL, Spring, XML, Java Enterprise Edition, Ant, Tomcat, Software Development
Education
Loyola Marymount University
Bachelor of Science (BS), Computer Science
Wilshire Associates
Skills
Microsoft SQL Server, SDLC, Agile Methodologies, Web Services, SOA, Java, SQL, Spring, XML, Java Enterprise Edition, Ant, Tomcat, Software Development
Education
Loyola Marymount University
Bachelor of Science (BS), Computer Science
Chris McCaman, CFA's Wilshire Associates Experience 1989 - 1990
Job Managing Partner at Del Mar Wealth Management
Industry Financial Services
Experience
Del Mar Wealth Management October 2012 - Present
JPMorgan Chase February 2009 - October 2012
Stratus Consulting Management Inc. August 2007 - December 2008
J.R. Investment Properties December 2005 - August 2007
SCM Capital Management April 2000 - December 2005
Nicholas Applegate March 1993 - April 2000
Wilshire Associates 1989 - 1990
Skills
Asset Management, Investments, Portfolio Management, High Net Worth..., Mortgage, Real Estate, Asset, Economics, Savings, Investment Strategies, Financial Planning, Asset Allocation, Portfolios, Small Business, Analysis, Series 7, Equities, Wealth Management, Business Planning, Business Strategy, Retirement Planning, Securities, Investment Advisory, Management Consulting, Bonds, Retirement, Hedge Funds, Wealth, LLC, Investors, Financial Advisory, Options, Valuation, Alternative Investments, Stocks, Risk, Mutual Funds, Compliance, Asset Managment, ETFs, Financial Risk, Series 63
Education
San Diego State University-California State University 1991 — 1993
MBA, Finance
University of California, San Diego 1982 — 1987
BA, Economics
Del Mar Wealth Management October 2012 - Present
JPMorgan Chase February 2009 - October 2012
Stratus Consulting Management Inc. August 2007 - December 2008
J.R. Investment Properties December 2005 - August 2007
SCM Capital Management April 2000 - December 2005
Nicholas Applegate March 1993 - April 2000
Wilshire Associates 1989 - 1990
Skills
Asset Management, Investments, Portfolio Management, High Net Worth..., Mortgage, Real Estate, Asset, Economics, Savings, Investment Strategies, Financial Planning, Asset Allocation, Portfolios, Small Business, Analysis, Series 7, Equities, Wealth Management, Business Planning, Business Strategy, Retirement Planning, Securities, Investment Advisory, Management Consulting, Bonds, Retirement, Hedge Funds, Wealth, LLC, Investors, Financial Advisory, Options, Valuation, Alternative Investments, Stocks, Risk, Mutual Funds, Compliance, Asset Managment, ETFs, Financial Risk, Series 63
Education
San Diego State University-California State University 1991 — 1993
MBA, Finance
University of California, San Diego 1982 — 1987
BA, Economics
Shana Barghouti Mulkerin's Wilshire Associates Experience 2003 - 2005
Job Angeles Investment Advisors, LLC
Industry Investment Management
Experience
Angeles Investment Advisors, LLC 2005 - Present
Wilshire Associates 2003 - 2005
Saatchi & Saatchi LA 2000 - 2001
BBDO West 1997 - 2001
Skills
Alternative Investments, Investments, Financial Modeling, Portfolio Management, Equities, Hedge Funds, Fixed Income, Management, Real Estate, Investment Management, Asset Allocation, Investment Research
Education
Harvard University
UCLA Anderson School of Management
MBA
Angeles Investment Advisors, LLC 2005 - Present
Wilshire Associates 2003 - 2005
Saatchi & Saatchi LA 2000 - 2001
BBDO West 1997 - 2001
Skills
Alternative Investments, Investments, Financial Modeling, Portfolio Management, Equities, Hedge Funds, Fixed Income, Management, Real Estate, Investment Management, Asset Allocation, Investment Research
Education
Harvard University
UCLA Anderson School of Management
MBA
Jay Sarmenta's Wilshire Associates Experience October 2005 - June 2007
Job Vice President, Compliance at Oakmont Corporation
Industry Financial Services
Experience
Oakmont Corporation August 2014 - Present
UnionBanc Investment Services June 2007 - August 2014
Wilshire Associates October 2005 - June 2007
AXA Advisors May 2005 - October 2005
National Planning Corporation (NPC) August 1999 - May 2005
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2002
Oakmont Corporation August 2014 - Present
UnionBanc Investment Services June 2007 - August 2014
Wilshire Associates October 2005 - June 2007
AXA Advisors May 2005 - October 2005
National Planning Corporation (NPC) August 1999 - May 2005
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2002
Sean Boren's Wilshire Associates Experience 1993 - 1995
Job Director Software Engineering at Mitchell International
Industry Computer Software
Experience
Mitchell International February 2014 - Present
Mitchell International January 2008 - Present
Wilshire Associates 1993 - 1995
Skills
Agile Methodologies, TFS, Scrum, .NET, Software Development, WCF
Education
San Diego State University-California State University 1986 — 1991
Mitchell International February 2014 - Present
Mitchell International January 2008 - Present
Wilshire Associates 1993 - 1995
Skills
Agile Methodologies, TFS, Scrum, .NET, Software Development, WCF
Education
San Diego State University-California State University 1986 — 1991
Jason Samansky, CFA's Wilshire Associates Experience January 2013 - Present
Job Vice President at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates January 2013 - Present
Wilshire Associates 2010 - Present
MFS Investment Management 2002 - 2005
Skills
Performance Measurement, Financial Modeling, Alternative Investments, Fixed Income, Investments, Financial Analysis, Equities, Valuation, Portfolio Management, Hedge Funds, Asset Management, Asset Allocation, Private Equity, Bloomberg, Due Diligence, Corporate Finance, Investment Properties
Education
Ithaca College
Bachelor of Science (B.S.), Fianance, Dean's List
Wilshire Associates January 2013 - Present
Wilshire Associates 2010 - Present
MFS Investment Management 2002 - 2005
Skills
Performance Measurement, Financial Modeling, Alternative Investments, Fixed Income, Investments, Financial Analysis, Equities, Valuation, Portfolio Management, Hedge Funds, Asset Management, Asset Allocation, Private Equity, Bloomberg, Due Diligence, Corporate Finance, Investment Properties
Education
Ithaca College
Bachelor of Science (B.S.), Fianance, Dean's List
Damian Hyams's Wilshire Associates Experience 1995 - 2001
Job Equity Research Analyst at TIAACREF
Industry Investment Management
Experience
TIAA-CREF March 2010 - Present
Banc of America Securities 2004 - 2008
Wachovia Securities 2003 - 2004
Morgan Stanley June 2002 - August 2002
Wilshire Associates 1995 - 2001
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance & Accounting
University of Redlands 1991 — 1995
BS, Business Administration
TIAA-CREF March 2010 - Present
Banc of America Securities 2004 - 2008
Wachovia Securities 2003 - 2004
Morgan Stanley June 2002 - August 2002
Wilshire Associates 1995 - 2001
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance & Accounting
University of Redlands 1991 — 1995
BS, Business Administration
Steven Foresti's Wilshire Associates Experience May 2015 - Present
Job Chief Investment Officer, Wilshire Consulting at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates May 2015 - Present
Wilshire Associates Inc. October 1994 - Present
Morgan Stanley (formerly: Dean Witter) October 1989 - July 1992
Skills
Wilshire Compass, Hedge Funds, Investments, Portfolio Management, Fixed Income, Alternative Investments, Asset Allocation
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1994
MBA, Finance & Accounting
Lehigh University - College of Business and Economics 1984 — 1989
BS, Finance
Wilshire Associates May 2015 - Present
Wilshire Associates Inc. October 1994 - Present
Morgan Stanley (formerly: Dean Witter) October 1989 - July 1992
Skills
Wilshire Compass, Hedge Funds, Investments, Portfolio Management, Fixed Income, Alternative Investments, Asset Allocation
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1994
MBA, Finance & Accounting
Lehigh University - College of Business and Economics 1984 — 1989
BS, Finance
Brian Johnson, CFA's Wilshire Associates Experience June 1998 - March 2005
Job Managing Director at University of Southern California
Industry Investment Management
Experience
University of Southern California - Investment Office April 2014 - Present
The Regents of the University of California - Investment Office October 2008 - March 2014
SDCERA March 2005 - October 2008
Wilshire Associates June 1998 - March 2005
Skills
Alternative Investments, Investments, Portfolio Management
Education
San Diego State University-California State University
BS, Finance
The University of Chicago - Booth School of Business
MBA
University of Southern California - Investment Office April 2014 - Present
The Regents of the University of California - Investment Office October 2008 - March 2014
SDCERA March 2005 - October 2008
Wilshire Associates June 1998 - March 2005
Skills
Alternative Investments, Investments, Portfolio Management
Education
San Diego State University-California State University
BS, Finance
The University of Chicago - Booth School of Business
MBA
Yigal Yonah's Wilshire Associates Experience November 2011 - May 2015
Job Managing Director | Analytics
Industry Financial Services
Experience
Wilshire Associates November 2011 - May 2015
Wilshire Associates December 1999 - November 2011
Bloomberg LP October 1998 - December 1999
Bloomberg LP August 1997 - October 1998
Bank Leumi March 1992 - November 1994
Skills
Fixed Income, Asset Management, Equities, Portfolio Management, Bloomberg, Derivatives, Investments, Hedge Funds, Alternative Investments, Financial Modeling, Private Equity, Asset Managment, Asset Allocation, Investment Strategies, Management, Risk Management
Education
Rutgers University Graduate School of Business 1995 — 1998
Master of Business Administration (MBA), Finance
The Hebrew University 1988 — 1992
Bachelor of Arts (BA), Economics and Political Science
Wilshire Associates November 2011 - May 2015
Wilshire Associates December 1999 - November 2011
Bloomberg LP October 1998 - December 1999
Bloomberg LP August 1997 - October 1998
Bank Leumi March 1992 - November 1994
Skills
Fixed Income, Asset Management, Equities, Portfolio Management, Bloomberg, Derivatives, Investments, Hedge Funds, Alternative Investments, Financial Modeling, Private Equity, Asset Managment, Asset Allocation, Investment Strategies, Management, Risk Management
Education
Rutgers University Graduate School of Business 1995 — 1998
Master of Business Administration (MBA), Finance
The Hebrew University 1988 — 1992
Bachelor of Arts (BA), Economics and Political Science
Kendra Ary's Wilshire Associates Experience 1993 - 1997
Job
Industry Human Resources
Experience
PricewaterhouseCoopers 1998 - 2003
Wilshire Associates 1993 - 1997
CCH Computax 1992 - 1993
Education
Purdue University - Krannert School of Management 1997 — 1999
Master, Human Resource Management
Prairie View A&M University 1988 — 1992
Bachelor of Business Administration, Business Administration
PricewaterhouseCoopers 1998 - 2003
Wilshire Associates 1993 - 1997
CCH Computax 1992 - 1993
Education
Purdue University - Krannert School of Management 1997 — 1999
Master, Human Resource Management
Prairie View A&M University 1988 — 1992
Bachelor of Business Administration, Business Administration
Jane Atmodjojo, CFA, CIPM's Wilshire Associates Experience March 1998 - January 2005
Job Vice President at Oaktree Capital Management (Performance Measurement & Attribution)
Industry Investment Management
Experience
Oaktree Capital Management January 2005 - Present
Wilshire Associates March 1998 - January 2005
Skills
Performance Measurement, Performance Attribution, Attribution, Bloomberg, Fixed Income, GIPS, Equities, Securities, Institutional..., Fund Of Funds, Investment Strategies, Financial Modeling, Bonds, Derivatives, Fixed Income Analysis, Investments, Financial Analysis, Private Equity
Education
University of Southern California - Marshall School of Business 1996 — 1997
Bachelor of Science (BS), Business Administration - Finance, Cum laude
Santa Monica College 1996 — 1996
Oaktree Capital Management January 2005 - Present
Wilshire Associates March 1998 - January 2005
Skills
Performance Measurement, Performance Attribution, Attribution, Bloomberg, Fixed Income, GIPS, Equities, Securities, Institutional..., Fund Of Funds, Investment Strategies, Financial Modeling, Bonds, Derivatives, Fixed Income Analysis, Investments, Financial Analysis, Private Equity
Education
University of Southern California - Marshall School of Business 1996 — 1997
Bachelor of Science (BS), Business Administration - Finance, Cum laude
Santa Monica College 1996 — 1996
Anthony Mayorkas's Wilshire Associates Experience 2004 - 2005
Job Regional Director, Western U.S. at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management November 2012 - Present
Nuveen Investments March 2006 - October 2012
Wilshire Associates 2004 - 2005
JP Morgan Private Bank/Asset Management 1998 - 2003
Goldman Sachs 1997 - 1997
Morningstar 1991 - 1993
Morningstar 1991 - 1993
Skills
Asset Management, Fixed Income, Investment Advisory, Alternative Investments, Securities, Capital Markets, Series 7, Uniform Combined State..., Hedge Funds
Education
The University of Chicago - Booth School of Business 1996 — 1998
Master of Business Administration (MBA), Economics and Finance
University of Chicago
Bachelor of Arts (BA), English Language and LIterature
AQR Capital Management November 2012 - Present
Nuveen Investments March 2006 - October 2012
Wilshire Associates 2004 - 2005
JP Morgan Private Bank/Asset Management 1998 - 2003
Goldman Sachs 1997 - 1997
Morningstar 1991 - 1993
Morningstar 1991 - 1993
Skills
Asset Management, Fixed Income, Investment Advisory, Alternative Investments, Securities, Capital Markets, Series 7, Uniform Combined State..., Hedge Funds
Education
The University of Chicago - Booth School of Business 1996 — 1998
Master of Business Administration (MBA), Economics and Finance
University of Chicago
Bachelor of Arts (BA), English Language and LIterature
Rudolph Garza, CFA's Wilshire Associates Experience March 2004 - April 2005
Job Royce & Associates: Regional Director Western US
Industry Investment Management
Experience
Royce & Associates February 2014 - Present
PIMCO May 2010 - February 2014
Western Asset Management April 2005 - April 2010
Wilshire Associates March 2004 - April 2005
PIMCO December 1999 - March 2004
Skills
Account Management, Alternative Investments, Asset Management, Fixed Income, Hedge Funds, Portfolio Management, Asset Allocation, Telemarketing, Mutual Funds
Education
University of Southern California 2002 — 2004
MBA, Finance
University of Arizona 1994 — 1998
Royce & Associates February 2014 - Present
PIMCO May 2010 - February 2014
Western Asset Management April 2005 - April 2010
Wilshire Associates March 2004 - April 2005
PIMCO December 1999 - March 2004
Skills
Account Management, Alternative Investments, Asset Management, Fixed Income, Hedge Funds, Portfolio Management, Asset Allocation, Telemarketing, Mutual Funds
Education
University of Southern California 2002 — 2004
MBA, Finance
University of Arizona 1994 — 1998
Gianluca Forcella's Wilshire Associates Experience 1995 - 1997
Job Senior Executive of a Global Manufacturer and Distributor of Piping Solutions
Industry Oil & Energy
Experience
CANADOIL GROUP November 2002 - Present
Lehman Brothers 1999 - 2002
Citicorp June 1998 - September 1998
Wilshire Associates 1995 - 1997
Skills
Fluent in English,..., International Joint..., Strategic Business..., Global Market..., Financial Turnaround &..., Financial Forecasting, Multi-Site Operations, Process Improvement, Vendor Relationships, Long-term Customer..., Cross Border Trade &..., Global Talent..., Employee Relations, Major Capital..., Business Development
Education
The University of Chicago - Booth School of Business 1997 — 1999
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1989 — 1993
Bachelor of Arts in Business/Economics, Business/Economics
CANADOIL GROUP November 2002 - Present
Lehman Brothers 1999 - 2002
Citicorp June 1998 - September 1998
Wilshire Associates 1995 - 1997
Skills
Fluent in English,..., International Joint..., Strategic Business..., Global Market..., Financial Turnaround &..., Financial Forecasting, Multi-Site Operations, Process Improvement, Vendor Relationships, Long-term Customer..., Cross Border Trade &..., Global Talent..., Employee Relations, Major Capital..., Business Development
Education
The University of Chicago - Booth School of Business 1997 — 1999
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1989 — 1993
Bachelor of Arts in Business/Economics, Business/Economics
Amanda Ulczynski's Wilshire Associates Experience March 2004 - Present
Job
Industry Venture Capital & Private Equity
Experience
Wilshire Associates March 2004 - Present
Education
Michigan State University 1998 — 2003
Bachelor of Arts
Wilshire Associates March 2004 - Present
Education
Michigan State University 1998 — 2003
Bachelor of Arts
Robert Raab's Wilshire Associates Experience 1976 - 2007
Job retired at westlake village
Industry Computer Software
Experience
westlake village ChairmanOL Solutions1990 - December 2007
Wilshire Associates 1976 - 2007
Skills
Fixed Income, Asset Allocation, Investment Management, Hedge Funds, Asset Managment, Equities, Investments, Alternative Investments, Portfolio Management, Investment Strategies, Performance Measurement, Valuation, Private Equity, Quantitative Analytics, Bonds, Due Diligence, Options, Quantitative Finance, Trading, Wealth Management, Financial Markets, Finance, Bloomberg, Securities, Series 63, Mutual Funds, Fund Of Funds, Equity Derivatives, Series 7, Equity Research, Risk Management, Derivatives, Capital Markets, Emerging Markets, Credit Derivatives, Financial Services, Investment Advisory, Financial Modeling, Venture Capital
Education
University of California, Los Angeles - The Anderson School of Management 1971 — 1978
C Phil, Finance
Santa Clara University 1967 — 1971
Bachelor of Science (BS), Economics
westlake village ChairmanOL Solutions1990 - December 2007
Wilshire Associates 1976 - 2007
Skills
Fixed Income, Asset Allocation, Investment Management, Hedge Funds, Asset Managment, Equities, Investments, Alternative Investments, Portfolio Management, Investment Strategies, Performance Measurement, Valuation, Private Equity, Quantitative Analytics, Bonds, Due Diligence, Options, Quantitative Finance, Trading, Wealth Management, Financial Markets, Finance, Bloomberg, Securities, Series 63, Mutual Funds, Fund Of Funds, Equity Derivatives, Series 7, Equity Research, Risk Management, Derivatives, Capital Markets, Emerging Markets, Credit Derivatives, Financial Services, Investment Advisory, Financial Modeling, Venture Capital
Education
University of California, Los Angeles - The Anderson School of Management 1971 — 1978
C Phil, Finance
Santa Clara University 1967 — 1971
Bachelor of Science (BS), Economics
Francois Cosse's Wilshire Associates Experience March 1990 - Present
Job Managing Director at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates March 1990 - Present
Education
The University of Texas at Arlington 1984 — 1989
Bachelor, Computer Science & Engineering
Wilshire Associates March 1990 - Present
Education
The University of Texas at Arlington 1984 — 1989
Bachelor, Computer Science & Engineering
Brent Morrison, CFA's Wilshire Associates Experience 1999 - 2006
Job Managing Member at Zuma Capital Mangement, LLC
Industry Financial Services
Experience
Zuma Capital Mangement, LLC June 2012 - Present
iPass May 2015 - Present
AdCare Health Systems October 2014 - Present
Strome Group January 2009 - July 2012
Clocktower Capital January 2007 - August 2008
Wilshire Associates 1999 - 2006
Skills
Financial Modeling, Hedge Funds, Asset Management, Valuation, Alternative Investments, Investments, Equities, Portfolio Management, Private Equity, Fixed Income
Education
UCLA Anderson School of Management 2009 — 2011
MBA
University of Colorado
BS, Accounting and Finance
Zuma Capital Mangement, LLC June 2012 - Present
iPass May 2015 - Present
AdCare Health Systems October 2014 - Present
Strome Group January 2009 - July 2012
Clocktower Capital January 2007 - August 2008
Wilshire Associates 1999 - 2006
Skills
Financial Modeling, Hedge Funds, Asset Management, Valuation, Alternative Investments, Investments, Equities, Portfolio Management, Private Equity, Fixed Income
Education
UCLA Anderson School of Management 2009 — 2011
MBA
University of Colorado
BS, Accounting and Finance
Jeffrey Hapeman's Wilshire Associates Experience December 2010 - June 2012
Job Founder at Earth's Treasury
Industry Luxury Goods & Jewelry
Experience
Earth's Treasury June 2012 - Present
Self-Employed Consultant June 2012 - Present
Linden Hall College Preparatory School for Girls March 2014 - May 2014
Wilshire Associates December 2010 - June 2012
Wilshire Associates May 2007 - June 2012
Clifton Gunderson, LLP January 2004 - May 2007
Network Technology Solutions, Inc. November 1997 - May 2003
UW-Madison 1993 - 1997
Skills
Analytics, Portfolio Management, Asset Management, Risk Management, Mergers, Finance, Change Management, IT Operations, Human Resources, Start-ups, Due Diligence, Investments, Financial Modeling, Hedge Funds, Financial Markets, Financial Analysis, Asset Managment, Strategic Planning, Mergers & Acquisitions, Entrepreneurship, Management, Business Planning, Leadership, Consulting, Fixed Income, Strategy, IT Strategy, Financial Services, Enterprise Software, Valuation, Gemology, Jewelry, Jewelry Design, Colored Gemstones, Faceting, Gems, Gem Identification, Equities, Private Equity, Venture Capital, Investment Management
Education
University of Wisconsin-Madison 1993 — 1997
MS, Evolutionary Biology
Messiah College 1989 — 1993
BS, Biology
Earth's Treasury June 2012 - Present
Self-Employed Consultant June 2012 - Present
Linden Hall College Preparatory School for Girls March 2014 - May 2014
Wilshire Associates December 2010 - June 2012
Wilshire Associates May 2007 - June 2012
Clifton Gunderson, LLP January 2004 - May 2007
Network Technology Solutions, Inc. November 1997 - May 2003
UW-Madison 1993 - 1997
Skills
Analytics, Portfolio Management, Asset Management, Risk Management, Mergers, Finance, Change Management, IT Operations, Human Resources, Start-ups, Due Diligence, Investments, Financial Modeling, Hedge Funds, Financial Markets, Financial Analysis, Asset Managment, Strategic Planning, Mergers & Acquisitions, Entrepreneurship, Management, Business Planning, Leadership, Consulting, Fixed Income, Strategy, IT Strategy, Financial Services, Enterprise Software, Valuation, Gemology, Jewelry, Jewelry Design, Colored Gemstones, Faceting, Gems, Gem Identification, Equities, Private Equity, Venture Capital, Investment Management
Education
University of Wisconsin-Madison 1993 — 1997
MS, Evolutionary Biology
Messiah College 1989 — 1993
BS, Biology
Gary Sinner, CFA's Wilshire Associates Experience November 1983 - April 1997
Job Personal and Commercial Insurance at Sinner Insurance Agency, State Farm Insurance
Industry Insurance
Experience
Sinner Insurance Agency, State Farm Insurance August 1998 - Present
Hotchkis and Wiley Division April 1997 - August 1998
Wilshire Associates November 1983 - April 1997
Skills
Insurance, Life Insurance, Commercial Insurance, Term Life Insurance, Risk Management, Property & Casualty..., Umbrella Insurance, Health Insurance
Education
University of Southern California - Marshall School of Business 1983 — 1984
MBA, Finance
San Diego State University-California State University 1977 — 1981
BS Finance, Finance
Newbury Park High School 1972 — 1976
Sinner Insurance Agency, State Farm Insurance August 1998 - Present
Hotchkis and Wiley Division April 1997 - August 1998
Wilshire Associates November 1983 - April 1997
Skills
Insurance, Life Insurance, Commercial Insurance, Term Life Insurance, Risk Management, Property & Casualty..., Umbrella Insurance, Health Insurance
Education
University of Southern California - Marshall School of Business 1983 — 1984
MBA, Finance
San Diego State University-California State University 1977 — 1981
BS Finance, Finance
Newbury Park High School 1972 — 1976
Qi Sun's Wilshire Associates Experience 2002 - 2008
Job Development Manager at Stamps.com
Industry Computer Software
Experience
Stamps.com April 2008 - Present
Wilshire Associates 2002 - 2008
Skills
SOAP, C#, MySQL, .NET, Agile Methodologies, SQL, XML, Web Services, Object Oriented Design, ASP.NET, Software Engineering, Microsoft SQL Server, Visual Studio, Java, REST, Scrum, Tomcat, JSON, Web Applications, Architecture, Software Design, IIS, C, Software Development, Database Design, T-SQL, C, SDLC, JIRA, Win32 API, OOP, SOA, Continuous Integration, XSLT, JavaScript
Education
Oklahoma State University 2000 — 2002
Stamps.com April 2008 - Present
Wilshire Associates 2002 - 2008
Skills
SOAP, C#, MySQL, .NET, Agile Methodologies, SQL, XML, Web Services, Object Oriented Design, ASP.NET, Software Engineering, Microsoft SQL Server, Visual Studio, Java, REST, Scrum, Tomcat, JSON, Web Applications, Architecture, Software Design, IIS, C, Software Development, Database Design, T-SQL, C, SDLC, JIRA, Win32 API, OOP, SOA, Continuous Integration, XSLT, JavaScript
Education
Oklahoma State University 2000 — 2002
Mike DiGregorio's Wilshire Associates Experience June 2012 - April 2014
Job Visionary, Artist, Engineer
Industry Think Tanks
Experience
Media Services May 2014 - August 2015
Wilshire Associates June 2012 - April 2014
Accellent April 2010 - March 2012
Pariveda Solutions January 2008 - August 2009
Lockheed Martin Aeronautics April 2005 - January 2008
Skills
Leadership, Strategy, Logic Programming, Mobile Applications, Game Development, Mathematics, Microsoft SQL Server, SSIS, SSRS, T-SQL, ETL, VBA, Business Intelligence, Software Development, XML, Oracle, Databases, Database Design, Visual Studio, SDLC, Automation, .NET, JavaScript, C#, VB.NET, SharePoint, SQL, ASP.NET, Integration, Visual Basic, Stored Procedures, Informatica, ASP, VBScript, Microsoft Office, SQL PL, Aerospace, Aerospace Engineering, Structural Analysis, Stress Analysis, Database Optimization, Unity3D, MonoDevelop, Music Production, Algorithms, Sales, Scalability, Marketing, Entrepreneurship, Market Research
Education
Penn State University 2000 — 2004
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
Media Services May 2014 - August 2015
Wilshire Associates June 2012 - April 2014
Accellent April 2010 - March 2012
Pariveda Solutions January 2008 - August 2009
Lockheed Martin Aeronautics April 2005 - January 2008
Skills
Leadership, Strategy, Logic Programming, Mobile Applications, Game Development, Mathematics, Microsoft SQL Server, SSIS, SSRS, T-SQL, ETL, VBA, Business Intelligence, Software Development, XML, Oracle, Databases, Database Design, Visual Studio, SDLC, Automation, .NET, JavaScript, C#, VB.NET, SharePoint, SQL, ASP.NET, Integration, Visual Basic, Stored Procedures, Informatica, ASP, VBScript, Microsoft Office, SQL PL, Aerospace, Aerospace Engineering, Structural Analysis, Stress Analysis, Database Optimization, Unity3D, MonoDevelop, Music Production, Algorithms, Sales, Scalability, Marketing, Entrepreneurship, Market Research
Education
Penn State University 2000 — 2004
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
Michael Schulitz's Wilshire Associates Experience August 2011 - Present
Job Head of Distribution | Wilshire Advisor Solutions
Industry Financial Services
Experience
Wilshire Associates August 2011 - Present
FUTURITY FIRST Insurance Group June 2010 - September 2011
Lincoln Financial Group July 2002 - June 2010
Ivy Funds 2000 - 2002
MetLife 1998 - 2000
Prudential Financial 1994 - 1998
Skills
Mutual Funds, Asset Management, Investments, Series 7, Portfolio Management, Series 63, Wealth Management, Financial Services, Retirement Planning, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Finance
Union College 1986 — 1990
BS, Mathematics
Wilshire Associates August 2011 - Present
FUTURITY FIRST Insurance Group June 2010 - September 2011
Lincoln Financial Group July 2002 - June 2010
Ivy Funds 2000 - 2002
MetLife 1998 - 2000
Prudential Financial 1994 - 1998
Skills
Mutual Funds, Asset Management, Investments, Series 7, Portfolio Management, Series 63, Wealth Management, Financial Services, Retirement Planning, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Finance
Union College 1986 — 1990
BS, Mathematics
Alex Pound's Wilshire Associates Experience January 1986 - Present
Job Vice President at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates January 1986 - Present
wilshire associates 1985 - 2008
Wilshire Associates 1985 - 2008
Wilshire 1985 - 2008
Education
UCLA Anderson School of Management 1991 — 2000
PhD, Operations Research
The University of Chicago 1981 — 1985
SB, Mathematics
Wilshire Associates January 1986 - Present
wilshire associates 1985 - 2008
Wilshire Associates 1985 - 2008
Wilshire 1985 - 2008
Education
UCLA Anderson School of Management 1991 — 2000
PhD, Operations Research
The University of Chicago 1981 — 1985
SB, Mathematics
Oliver Campbell's Wilshire Associates Experience February 1990 - September 1991
Job SVP, Sr. Investment Strategist at Wells Fargo
Industry Investment Management
Experience
Wells Fargo May 2013 - Present
First Republic Bank December 2011 - September 2012
City National Bank March 2001 - December 2011
Arizona State Retirement System August 1996 - April 2000
DSI International Management September 1993 - July 1996
General Dynamics Corp. September 1991 - September 1993
Wilshire Associates February 1990 - September 1991
Mellon Bank August 1985 - February 1990
Skills
Portfolio Management, Equity Derivatives, Trading, Equities, Investments, Derivatives, Equity Research, Portfolios
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA, Finance
University of Arizona 1978 — 1982
SB, Finance
Institute for European Studies 1980 — 1981
NA, Liberal Arts
Wells Fargo May 2013 - Present
First Republic Bank December 2011 - September 2012
City National Bank March 2001 - December 2011
Arizona State Retirement System August 1996 - April 2000
DSI International Management September 1993 - July 1996
General Dynamics Corp. September 1991 - September 1993
Wilshire Associates February 1990 - September 1991
Mellon Bank August 1985 - February 1990
Skills
Portfolio Management, Equity Derivatives, Trading, Equities, Investments, Derivatives, Equity Research, Portfolios
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA, Finance
University of Arizona 1978 — 1982
SB, Finance
Institute for European Studies 1980 — 1981
NA, Liberal Arts
Susanne Kline's Wilshire Associates Experience May 2011 - Present
Job Associate at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates May 2011 - Present
BNY Mellon April 1999 - May 2011
BNY Mellon April 1999 - May 2011
BNY Mellon Asset Servicing 1999 - May 2011
BNY Mellon 1999 - 2007
Skills
Equities, Fund Accounting, Banking
Education
Robert Morris University 1991 — 1999
BS, Business Admin - Finance/Economics
BS Economics/Finance
Wilshire Associates May 2011 - Present
BNY Mellon April 1999 - May 2011
BNY Mellon April 1999 - May 2011
BNY Mellon Asset Servicing 1999 - May 2011
BNY Mellon 1999 - 2007
Skills
Equities, Fund Accounting, Banking
Education
Robert Morris University 1991 — 1999
BS, Business Admin - Finance/Economics
BS Economics/Finance
Jim Troyer's Wilshire Associates Experience 1979 - 1986
Job Principal at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group April 1989 - Present
Delaware Trust 1988 - 1989
Aronson+Fogler 1986 - 1988
Wilshire Associates 1979 - 1986
Skills
Investment Management, Portfolio Management, Asset Management, Strategic Financial..., Alternative Investments, Mutual Funds, Investment Strategies, Asset Allocation, Hedge Funds, Securities
Education
Occidental College 1975 — 1979
AB, History
The Vanguard Group April 1989 - Present
Delaware Trust 1988 - 1989
Aronson+Fogler 1986 - 1988
Wilshire Associates 1979 - 1986
Skills
Investment Management, Portfolio Management, Asset Management, Strategic Financial..., Alternative Investments, Mutual Funds, Investment Strategies, Asset Allocation, Hedge Funds, Securities
Education
Occidental College 1975 — 1979
AB, History
Sandra Incontro's Wilshire Associates Experience October 1993 - January 1998
Job Principal, Managing Director at Aristotle Capital Management, LLC
Industry Investment Management
Experience
Aristotle Capital Management, LLC March 2013 - Present
Metropolitan West Capital Management, LLC January 2002 - March 2013
Strong Capital Management January 2000 - January 2002
SSI Investment Management January 1998 - January 2000
Wilshire Associates October 1993 - January 1998
Skills
Mergers & Acquisitions, Investments, Mutual Funds, Asset Management, Hedge Funds, Investment Strategies, Fixed Income, Equities, Investment Management, Portfolio Management, Wealth Management, Asset Managment, Securities
Education
Thunderbird School of Global Management 1990 — 1991
MBA, International Finance/Spanish
University of Southern California 1986 — 1990
BA, Spanish
University of Southern California 1986 — 1990
BS, International Finance
Menomonee Falls High School
Aristotle Capital Management, LLC March 2013 - Present
Metropolitan West Capital Management, LLC January 2002 - March 2013
Strong Capital Management January 2000 - January 2002
SSI Investment Management January 1998 - January 2000
Wilshire Associates October 1993 - January 1998
Skills
Mergers & Acquisitions, Investments, Mutual Funds, Asset Management, Hedge Funds, Investment Strategies, Fixed Income, Equities, Investment Management, Portfolio Management, Wealth Management, Asset Managment, Securities
Education
Thunderbird School of Global Management 1990 — 1991
MBA, International Finance/Spanish
University of Southern California 1986 — 1990
BA, Spanish
University of Southern California 1986 — 1990
BS, International Finance
Menomonee Falls High School
Charles Stunkard, CFA's Wilshire Associates Experience 1996 - Present
Job Managing Director at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates 1996 - Present
University of Pittsburgh 1989 - 1996
University of Pittsburgh 1989 - 1996
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Fixed Income, Wilshire Compass, Fund Of Funds, Asset Management, Equities, Institutional..., Bloomberg, Investment Strategies, Capital Markets, Equity Research, Investment Management, Portfolio Management
Education
Penn State University
BS, Finance
Wilshire Associates 1996 - Present
University of Pittsburgh 1989 - 1996
University of Pittsburgh 1989 - 1996
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Fixed Income, Wilshire Compass, Fund Of Funds, Asset Management, Equities, Institutional..., Bloomberg, Investment Strategies, Capital Markets, Equity Research, Investment Management, Portfolio Management
Education
Penn State University
BS, Finance
Jeff Kriegisch's Wilshire Associates Experience March 2008 - November 2013
Job Consultant at AdvisoryWorld Financial Technology
Industry Financial Services
Experience
AdvisoryWorld Financial Technology January 2014 - Present
Wilshire Associates March 2008 - November 2013
National Planning Corporation (NPC) February 2004 - March 2008
Harris myCFO October 2001 - July 2003
Asset Strategy Consulting 1997 - 2001
Skills
Investment Advisory, Investments, Asset Allocation, Mutual Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Hedge Funds, Investment Management, Performance Attribution, Performance Reporting, Securities, Relationship Management, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Finance
University of California, Los Angeles 1994 — 1996
B.A., Finance
AdvisoryWorld Financial Technology January 2014 - Present
Wilshire Associates March 2008 - November 2013
National Planning Corporation (NPC) February 2004 - March 2008
Harris myCFO October 2001 - July 2003
Asset Strategy Consulting 1997 - 2001
Skills
Investment Advisory, Investments, Asset Allocation, Mutual Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Hedge Funds, Investment Management, Performance Attribution, Performance Reporting, Securities, Relationship Management, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Finance
University of California, Los Angeles 1994 — 1996
B.A., Finance
Michelle Del Rosario's Wilshire Associates Experience June 1996 - September 1998
Job Director, Sales Performance Management
Industry Financial Services
Experience
American Express August 2006 - July 2011
WellPoint May 2002 - July 2004
Deloitte September 1998 - April 2002
Wilshire Associates June 1996 - September 1998
Skills
Financial Modeling, Corporate Development, Corporate Finance, Due Diligence, Essbase, Financial Services, Valuation, Financial Analysis, Strategic Planning, Analysis, Accounting
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Marketing and Finance
SDA Bocconi 2005 — 2005
MBA, Exchange Program
University of California, Los Angeles 1992 — 1996
B.S., Economics minor in Accounting
American Express August 2006 - July 2011
WellPoint May 2002 - July 2004
Deloitte September 1998 - April 2002
Wilshire Associates June 1996 - September 1998
Skills
Financial Modeling, Corporate Development, Corporate Finance, Due Diligence, Essbase, Financial Services, Valuation, Financial Analysis, Strategic Planning, Analysis, Accounting
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Marketing and Finance
SDA Bocconi 2005 — 2005
MBA, Exchange Program
University of California, Los Angeles 1992 — 1996
B.S., Economics minor in Accounting
Roz Hewsenian's Wilshire Associates Experience December 1985 - August 2006
Job CEO at Clay Finlay LLC
Industry Financial Services
Experience
Clay Finlay LLC November 2007 - Present
Forward Funds 2006 - 2007
Wilshire Associates December 1985 - August 2006
Haldane Central School District, Cold Spring, NY 1975 - 1977
Education
Pace University - Lubin School of Business 1977 — 1979
MBA, Finance
State University of New York College at Oneonta 1971 — 1975
BS, Education
Clay Finlay LLC November 2007 - Present
Forward Funds 2006 - 2007
Wilshire Associates December 1985 - August 2006
Haldane Central School District, Cold Spring, NY 1975 - 1977
Education
Pace University - Lubin School of Business 1977 — 1979
MBA, Finance
State University of New York College at Oneonta 1971 — 1975
BS, Education
Carol Poundstone Olson, CFA's Wilshire Associates Experience 1997 - 1999
Job Trust Officer at San Pasqual Fiduciary Trust Company
Industry Investment Management
Experience
San Pasqual Fiduciary Trust Company May 2015 - Present
Compliance Consultant April 2013 - Present
Santa Barbara Asset Management April 2006 - March 2013
Santa Barbara Asset Management April 2006 - February 2012
M. L. STERN & Co., LLC. (now Southwest Securities) 2000 - 2006
DABNEY FLANIGAN, LLC 1999 - 2000
Wilshire Associates 1997 - 1999
D. A. Campbell Company, Inc. 1987 - 1997
Skills
Portfolio Management, Investments, Valuation, Financial Analysis, Equities, Asset Managment, Equity Research, Financial Modeling, Securities, Mutual Funds, Alternative Investments, Fixed Income, Asset Management, Compliance, Investment Management, Investment Advisory, Hedge Funds, Finance, Investment Strategies, Wealth Management, Organizational..., Regulatory Compliance, Investment Advisor...
Education
University of Arizona, Eller College of Management 1978 — 1982
BS, Economics and Finance
San Pasqual Fiduciary Trust Company May 2015 - Present
Compliance Consultant April 2013 - Present
Santa Barbara Asset Management April 2006 - March 2013
Santa Barbara Asset Management April 2006 - February 2012
M. L. STERN & Co., LLC. (now Southwest Securities) 2000 - 2006
DABNEY FLANIGAN, LLC 1999 - 2000
Wilshire Associates 1997 - 1999
D. A. Campbell Company, Inc. 1987 - 1997
Skills
Portfolio Management, Investments, Valuation, Financial Analysis, Equities, Asset Managment, Equity Research, Financial Modeling, Securities, Mutual Funds, Alternative Investments, Fixed Income, Asset Management, Compliance, Investment Management, Investment Advisory, Hedge Funds, Finance, Investment Strategies, Wealth Management, Organizational..., Regulatory Compliance, Investment Advisor...
Education
University of Arizona, Eller College of Management 1978 — 1982
BS, Economics and Finance
Lisa Rothschild's Wilshire Associates Experience July 1977 - August 1985
Job Owner at
Industry Internet
Experience
Calgolden February 2001 - December 2012
Security Pacific Bank January 1991 - January 1994
Security Pacific Bank June 1988 - September 1990
ADS Associates September 1985 - August 1986
Wilshire Associates July 1977 - August 1985
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Finance
University of California, Berkeley 1975 — 1977
B.A., English
University of California, San Diego 1973 — 1975
Comparative Literature
Calgolden February 2001 - December 2012
Security Pacific Bank January 1991 - January 1994
Security Pacific Bank June 1988 - September 1990
ADS Associates September 1985 - August 1986
Wilshire Associates July 1977 - August 1985
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Finance
University of California, Berkeley 1975 — 1977
B.A., English
University of California, San Diego 1973 — 1975
Comparative Literature
Neil McKenna, CFA's Wilshire Associates Experience 1993 - 2002
Job Vice President at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles 2002 - Present
Wilshire Associates 1993 - 2002
Skills
High Yield, Alternative Investments, Performance Attribution, Mergers, Fixed Income Analysis, Bloomberg, Economics, Series 63, Financial Services, Chartered Financial..., Institutional..., Wealth Management, Fund Of Funds, Asset Allocation, Asset Managment, Equity Derivatives, Financial Modeling, Equity Research, Portfolio Management, Emerging Markets, Fixed Income, Endowments, Securities, Bonds, Financial Markets, Equities, Valuation, Series 7, Mutual Funds, Finance, Capital Markets, Trading, Investment Strategies, Private Equity, Investment Advisory, Relationship Management, Competitive Analysis, Financial Analysis, Venture Capital, Investment Management, Investments, Due Diligence, Hedge Funds, Strategic Financial..., Derivatives, Investor Relations, Asset Management
Education
San Diego State University-California State University
BS, Finance
Loomis Sayles 2002 - Present
Wilshire Associates 1993 - 2002
Skills
High Yield, Alternative Investments, Performance Attribution, Mergers, Fixed Income Analysis, Bloomberg, Economics, Series 63, Financial Services, Chartered Financial..., Institutional..., Wealth Management, Fund Of Funds, Asset Allocation, Asset Managment, Equity Derivatives, Financial Modeling, Equity Research, Portfolio Management, Emerging Markets, Fixed Income, Endowments, Securities, Bonds, Financial Markets, Equities, Valuation, Series 7, Mutual Funds, Finance, Capital Markets, Trading, Investment Strategies, Private Equity, Investment Advisory, Relationship Management, Competitive Analysis, Financial Analysis, Venture Capital, Investment Management, Investments, Due Diligence, Hedge Funds, Strategic Financial..., Derivatives, Investor Relations, Asset Management
Education
San Diego State University-California State University
BS, Finance
Bill Holland's Wilshire Associates Experience October 2010 - March 2011
Job Senior Instock Manager at Amazon
Industry Consumer Goods
Experience
Amazon February 2015 - Present
Mattel, Inc. April 2014 - January 2015
Mattel August 2013 - April 2014
Mattel March 2011 - August 2013
Wilshire Associates October 2010 - March 2011
L-Nutra, Inc. June 2009 - September 2009
AllianceBernstein July 2007 - July 2008
Stantec June 2005 - July 2007
Skills
Strategy, Finance, Leadership, Management, Fixed Income, Financial Modeling, Financial Analysis, Valuation, Competitive Analysis, Analytics, Business Strategy, Forecasting, Retail Buying, Pricing Strategy, Portfolio Management, Inventory Management, Direct Import, Mergers & Acquisitions, Microsoft Excel
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Finance
The Cooper Union for the Advancement of Science and Art 2001 — 2005
Bachelor of Engineering, Civil Engineering
Amazon February 2015 - Present
Mattel, Inc. April 2014 - January 2015
Mattel August 2013 - April 2014
Mattel March 2011 - August 2013
Wilshire Associates October 2010 - March 2011
L-Nutra, Inc. June 2009 - September 2009
AllianceBernstein July 2007 - July 2008
Stantec June 2005 - July 2007
Skills
Strategy, Finance, Leadership, Management, Fixed Income, Financial Modeling, Financial Analysis, Valuation, Competitive Analysis, Analytics, Business Strategy, Forecasting, Retail Buying, Pricing Strategy, Portfolio Management, Inventory Management, Direct Import, Mergers & Acquisitions, Microsoft Excel
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Finance
The Cooper Union for the Advancement of Science and Art 2001 — 2005
Bachelor of Engineering, Civil Engineering
James S. Baker, CFA's Wilshire Associates Experience 1981 - 1984
Job Director Investment Strategy & Solutions at AARP
Industry Investment Management
Experience
AARP September 2009 - Present
James Baker, LLC March 2002 - September 2009
Capital Guardian Trust Company 1991 - 2002
Capital Research Company 1987 - 1993
BNY Mellon 1984 - 1987
Wilshire Associates 1981 - 1984
Skills
Bonds, Investment Strategies, Business Analysis, Investments, Retirement Planning, Strategic Planning, Fixed Income, Investment Advisory, Financial Modeling, Portfolio Management, Financial Analysis, Mutual Funds, Asset Management, Wealth Management, Investment Management, Alternative Investments, Asset Allocation, Valuation, Strategic Financial..., Equities, Hedge Funds
Education
Stanford University
Masters of Science
University of Southern California - Marshall School of Business
M.B.A.
AARP September 2009 - Present
James Baker, LLC March 2002 - September 2009
Capital Guardian Trust Company 1991 - 2002
Capital Research Company 1987 - 1993
BNY Mellon 1984 - 1987
Wilshire Associates 1981 - 1984
Skills
Bonds, Investment Strategies, Business Analysis, Investments, Retirement Planning, Strategic Planning, Fixed Income, Investment Advisory, Financial Modeling, Portfolio Management, Financial Analysis, Mutual Funds, Asset Management, Wealth Management, Investment Management, Alternative Investments, Asset Allocation, Valuation, Strategic Financial..., Equities, Hedge Funds
Education
Stanford University
Masters of Science
University of Southern California - Marshall School of Business
M.B.A.
Alisan Martin's Wilshire Associates Experience May 2007 - September 2009
Job Credit Sales
Industry Financial Services
Experience
BNP Paribas September 2009 - Present
Wilshire Associates May 2007 - September 2009
Citigroup June 2004 - April 2007
Education
Stanford University 2000 — 2004
Economics
BNP Paribas September 2009 - Present
Wilshire Associates May 2007 - September 2009
Citigroup June 2004 - April 2007
Education
Stanford University 2000 — 2004
Economics
Danan Darrundono's Wilshire Associates Experience August 1996 - October 2002
Job Sr. System Administrator at Buffalo Studios (Caesars Interactive Entertainment)
Industry Entertainment
Experience
Buffalo Studios (Caesars Interactive Entertainment) February 2014 - Present
NFL.COM May 2012 - February 2014
Disney Interactive Media Group October 2006 - May 2012
The Walt Disney Company - Buena Vista Data Casting April 2004 - October 2006
Cendant Mortgage 2002 - 2003
Wilshire Associates August 1996 - October 2002
Skills
System Administration, Active Directory, Windows Server, Windows, Operating Systems, Visio, Vendor Management, Microsoft SQL Server, Software Documentation, Project Management, SQL, MySQL, Linux, SharePoint, Servers, OS X, Solaris, Data Center, Web Applications, IIS, Tomcat, Apache, Unix, Disaster Recovery, Perl, Shell Scripting, Scripting, Agile Methodologies, JIRA, REST
Education
Woodbury University 1992 — 1994
BS, Computer Information System
Pasadena City College 1991 — 1992
Associate of Arts and Sciences (A.A.S.), Computer Information Systems
Buffalo Studios (Caesars Interactive Entertainment) February 2014 - Present
NFL.COM May 2012 - February 2014
Disney Interactive Media Group October 2006 - May 2012
The Walt Disney Company - Buena Vista Data Casting April 2004 - October 2006
Cendant Mortgage 2002 - 2003
Wilshire Associates August 1996 - October 2002
Skills
System Administration, Active Directory, Windows Server, Windows, Operating Systems, Visio, Vendor Management, Microsoft SQL Server, Software Documentation, Project Management, SQL, MySQL, Linux, SharePoint, Servers, OS X, Solaris, Data Center, Web Applications, IIS, Tomcat, Apache, Unix, Disaster Recovery, Perl, Shell Scripting, Scripting, Agile Methodologies, JIRA, REST
Education
Woodbury University 1992 — 1994
BS, Computer Information System
Pasadena City College 1991 — 1992
Associate of Arts and Sciences (A.A.S.), Computer Information Systems
Alvin Haruthunian's Wilshire Associates Experience October 2005 - Present
Job Vice President
Industry Financial Services
Experience
Wilshire Associates October 2005 - Present
Skills
Equities, Hedge Funds, Fixed Income, Bloomberg, Performance Attribution, Financial Modeling
Education
Tufts University
Wilshire Associates October 2005 - Present
Skills
Equities, Hedge Funds, Fixed Income, Bloomberg, Performance Attribution, Financial Modeling
Education
Tufts University
Sean Carlin, CFA, CAIA's Wilshire Associates Experience September 2015 - Present
Job Associate Fixed Income Manager Research at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates September 2015 - Present
Aon Hewitt January 2012 - August 2015
Edward Jones July 2011 - February 2012
Edward Jones 2010 - August 2011
Scottrade February 2009 - May 2010
Skills
Excel, Outlook, PowerPoint, Word, Customer Relations, Microsoft Excel, Microsoft Word, Customer Service, Equities, Portfolio Management, Trading, Due Diligence, Asset Management
Education
Saint Louis University 2006 — 2010
Business Administration, Finance CFA Track, 3.61
Wilshire Associates September 2015 - Present
Aon Hewitt January 2012 - August 2015
Edward Jones July 2011 - February 2012
Edward Jones 2010 - August 2011
Scottrade February 2009 - May 2010
Skills
Excel, Outlook, PowerPoint, Word, Customer Relations, Microsoft Excel, Microsoft Word, Customer Service, Equities, Portfolio Management, Trading, Due Diligence, Asset Management
Education
Saint Louis University 2006 — 2010
Business Administration, Finance CFA Track, 3.61
JJ Wilczewski's Wilshire Associates Experience 2007 - 2012
Job Managing Director, Head of Institutional Client Group, Americas
Industry Financial Services
Experience
Deutsche Asset and Wealth Management August 2014 - Present
Aon Hewitt (EnnisKnupp) 2012 - Present
Wilshire Associates 2007 - 2012
Van Kampen Investments 1996 - 2007
Education
Illinois Wesleyan University 1992 — 1996
BA, Risk Management
Deutsche Asset and Wealth Management August 2014 - Present
Aon Hewitt (EnnisKnupp) 2012 - Present
Wilshire Associates 2007 - 2012
Van Kampen Investments 1996 - 2007
Education
Illinois Wesleyan University 1992 — 1996
BA, Risk Management
Donna Kling, CFA's Wilshire Associates Experience 1996 - 2003
Job Sales Director, Moody's Analytics
Industry Market Research
Experience
Moody's Analytics March 2015 - Present
MSCI December 2011 - March 2015
SEI 2003 - December 2011
Wilshire Associates 1996 - 2003
BNY Mellon 1994 - 1996
Skills
Investment Consulting, Portfolio Management, Client Retention, Relationship Management, Successful Sales Record, Defined Contribution..., Investment Technology, Staff Supervision, Alternative Investments, Asset Allocation, Asset Management, Bonds, Customer Retention, Defined Contribution, Equities, Fixed Income, Investment Advisory..., Investment Management, Investments, Mutual Funds, Pensions
Education
Indiana University of Pennsylvania
MBA, Finance
Moody's Analytics March 2015 - Present
MSCI December 2011 - March 2015
SEI 2003 - December 2011
Wilshire Associates 1996 - 2003
BNY Mellon 1994 - 1996
Skills
Investment Consulting, Portfolio Management, Client Retention, Relationship Management, Successful Sales Record, Defined Contribution..., Investment Technology, Staff Supervision, Alternative Investments, Asset Allocation, Asset Management, Bonds, Customer Retention, Defined Contribution, Equities, Fixed Income, Investment Advisory..., Investment Management, Investments, Mutual Funds, Pensions
Education
Indiana University of Pennsylvania
MBA, Finance
Alan Berkov, CFA's Wilshire Associates Experience June 1999 - March 2002
Job Vice President Consultant Relations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Metropolitan West Asset Management April 2002 - August 2006
Wilshire Associates June 1999 - March 2002
Asset Strategy Consulting October 1995 - June 1999
Canterbury Consulting June 1993 - September 1995
Collins Associates December 1991 - December 1992
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Business
Pomona College 1984 — 1988
BA, Political Science
Fidelity Investments August 2007 - Present
Metropolitan West Asset Management April 2002 - August 2006
Wilshire Associates June 1999 - March 2002
Asset Strategy Consulting October 1995 - June 1999
Canterbury Consulting June 1993 - September 1995
Collins Associates December 1991 - December 1992
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Business
Pomona College 1984 — 1988
BA, Political Science
Nancy K. Nakatani's Wilshire Associates Experience January 2000 - September 2003
Job Performance Measurement Specialist at Los Angeles Capital Management
Industry Investment Management
Experience
Los Angeles Capital Management July 2014 - Present
Cliffwater LLC April 2011 - June 2014
N. Nakatani Consulting October 2007 - March 2011
Wilshire Associates January 2000 - September 2003
Wilshire Associates September 1999 - January 2000
University of California January 1997 - June 1998
Northern Trust December 1996 - July 1997
Japan Exchange and Teaching Program(me) (JET) July 1995 - July 1996
Skills
Asset Management, Hedge Funds, Asset Managment, Research, Alternative Investments, Portfolio Management, Equities, Bloomberg, Financial Modeling, Fixed Income, Valuation, Financial Analysis, Private Equity
Education
University of California, Santa Barbara 1996 — 1999
MA, East Asian Studies
Santa Clara University 1991 — 1995
BS, Mathematics
Santa Clara University 1991 — 1995
BA, Asian Studies
Taft High School
Los Angeles Capital Management July 2014 - Present
Cliffwater LLC April 2011 - June 2014
N. Nakatani Consulting October 2007 - March 2011
Wilshire Associates January 2000 - September 2003
Wilshire Associates September 1999 - January 2000
University of California January 1997 - June 1998
Northern Trust December 1996 - July 1997
Japan Exchange and Teaching Program(me) (JET) July 1995 - July 1996
Skills
Asset Management, Hedge Funds, Asset Managment, Research, Alternative Investments, Portfolio Management, Equities, Bloomberg, Financial Modeling, Fixed Income, Valuation, Financial Analysis, Private Equity
Education
University of California, Santa Barbara 1996 — 1999
MA, East Asian Studies
Santa Clara University 1991 — 1995
BS, Mathematics
Santa Clara University 1991 — 1995
BA, Asian Studies
Taft High School
Kirsten Heikkala's Wilshire Associates Experience March 2000 - August 2002
Job Associate Director of Annual Giving at University of Portland
Industry Higher Education
Experience
The World October 2014 - Present
University of Portland March 2011 - October 2014
Lewis & Clark College October 2008 - January 2011
Los Angeles Philharmonic August 2002 - September 2008
Wilshire Associates March 2000 - August 2002
Skills
Volunteer Management, Fundraising, Higher Education, Event Planning, Stewardship, Annual Giving, Nonprofits, Strategic Planning, Capital Campaigns, Board Relations, Community Outreach, Endowments, Major Gift Solicitations
Education
Pepperdine University 1995 — 1999
B.A, Business Administration
The World October 2014 - Present
University of Portland March 2011 - October 2014
Lewis & Clark College October 2008 - January 2011
Los Angeles Philharmonic August 2002 - September 2008
Wilshire Associates March 2000 - August 2002
Skills
Volunteer Management, Fundraising, Higher Education, Event Planning, Stewardship, Annual Giving, Nonprofits, Strategic Planning, Capital Campaigns, Board Relations, Community Outreach, Endowments, Major Gift Solicitations
Education
Pepperdine University 1995 — 1999
B.A, Business Administration
Scott Shane's Wilshire Associates Experience 1998 - 2000
Job Assistant General Counsel at Sony Pictures Entertainment
Industry Law Practice
Experience
Sony Pictures Entertainment June 2013 - Present
Bingham McCutchen October 2006 - June 2013
U.S. Bankruptcy Court, Central District Of California June 2004 - August 2004
Heidrick & Struggles 2000 - 2003
TheBiggestGameEver.com 2000 - 2000
Wilshire Associates 1998 - 2000
Skills
Legal Writing, Corporate Law, Legal Research, Intellectual Property, Due Diligence, Mergers & Acquisitions, Commercial Litigation, Licensing, Venture Capital, Private Equity, Joint Ventures, International Joint..., Digital Distribution
Education
Pepperdine University School of Law 2003 — 2006
J.D., Law
University of Colorado Boulder 1994 — 1998
B.A., International Affairs and Economics
Sony Pictures Entertainment June 2013 - Present
Bingham McCutchen October 2006 - June 2013
U.S. Bankruptcy Court, Central District Of California June 2004 - August 2004
Heidrick & Struggles 2000 - 2003
TheBiggestGameEver.com 2000 - 2000
Wilshire Associates 1998 - 2000
Skills
Legal Writing, Corporate Law, Legal Research, Intellectual Property, Due Diligence, Mergers & Acquisitions, Commercial Litigation, Licensing, Venture Capital, Private Equity, Joint Ventures, International Joint..., Digital Distribution
Education
Pepperdine University School of Law 2003 — 2006
J.D., Law
University of Colorado Boulder 1994 — 1998
B.A., International Affairs and Economics
Shraddha Jadhav's Wilshire Associates Experience May 2013 - Present
Job Network Engineer at Wilshire Associates
Industry Computer Networking
Experience
Wilshire Associates May 2013 - Present
Brocade November 2010 - April 2013
Brocade May 2010 - August 2010
Cisco Systems August 2008 - May 2010
Skills
Switches, Cisco Technologies, OSPF, VPN, RIP, Firewalls, Routing, BGP, VLAN, STP, CCNA, DNS, Linux, Multicast, NAT
Education
Rice University
Certificate Course, An Introduction to Interactive Programming in Python
Wichita State University 2008 — 2010
MS, EECS
Wilshire Associates May 2013 - Present
Brocade November 2010 - April 2013
Brocade May 2010 - August 2010
Cisco Systems August 2008 - May 2010
Skills
Switches, Cisco Technologies, OSPF, VPN, RIP, Firewalls, Routing, BGP, VLAN, STP, CCNA, DNS, Linux, Multicast, NAT
Education
Rice University
Certificate Course, An Introduction to Interactive Programming in Python
Wichita State University 2008 — 2010
MS, EECS
Ashley Sklar's Wilshire Associates Experience December 2012 - Present
Job Senior Analyst at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates December 2012 - Present
Metro Benefits Incorporated February 2011 - December 2012
Education
Penn State University 2006 — 2010
Bachelor's Degree, Finance
Wilshire Associates December 2012 - Present
Metro Benefits Incorporated February 2011 - December 2012
Education
Penn State University 2006 — 2010
Bachelor's Degree, Finance
Ted Hermann's Wilshire Associates Experience
Job Managing Director at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates
Skills
Hedge Funds, Fixed Income, Portfolio Management, Equities, Asset Management, Investment Strategies, Alternative Investments, Investment Management, Capital Markets, Series 7, Private Equity, Investments, Bloomberg, Asset Allocation
Education
Northwestern University 1983 — 1985
Bachelor's Degree, Communication Studies
Hotchkiss
Wilshire Associates
Skills
Hedge Funds, Fixed Income, Portfolio Management, Equities, Asset Management, Investment Strategies, Alternative Investments, Investment Management, Capital Markets, Series 7, Private Equity, Investments, Bloomberg, Asset Allocation
Education
Northwestern University 1983 — 1985
Bachelor's Degree, Communication Studies
Hotchkiss
Ariana Salazar's Wilshire Associates Experience August 2007 - July 2010
Job Senior Analyst, Performance at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management June 2013 - Present
Lombardia Capital Partners August 2010 - May 2013
Wilshire Associates August 2007 - July 2010
Skills
Asset Allocation, Performance Attribution, Investment Management, Asset Management, Quantitative Finance, Manage Client..., Due Diligence, Superior Client Service, Portfolio Performance..., Compliance, Securities
Education
Texas State University 2002 — 2006
BS, Applied Mathematics
Oaktree Capital Management June 2013 - Present
Lombardia Capital Partners August 2010 - May 2013
Wilshire Associates August 2007 - July 2010
Skills
Asset Allocation, Performance Attribution, Investment Management, Asset Management, Quantitative Finance, Manage Client..., Due Diligence, Superior Client Service, Portfolio Performance..., Compliance, Securities
Education
Texas State University 2002 — 2006
BS, Applied Mathematics
Kenneth Huey's Wilshire Associates Experience March 2011 - Present
Job Associate at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates March 2011 - Present
Wilshire Associates March 2009 - February 2011
Wilshire Associates January 2008 - February 2009
Skills
Valuation, Investments, Data Analysis, Economics, Due Diligence, Microsoft Excel, Business Analysis, Project Management, Business Strategy, Analysis, Analytics
Education
The University of Texas at Austin 2002 — 2007
Economics and Mandarin Chinese
Wilshire Associates March 2011 - Present
Wilshire Associates March 2009 - February 2011
Wilshire Associates January 2008 - February 2009
Skills
Valuation, Investments, Data Analysis, Economics, Due Diligence, Microsoft Excel, Business Analysis, Project Management, Business Strategy, Analysis, Analytics
Education
The University of Texas at Austin 2002 — 2007
Economics and Mandarin Chinese
Fang Meng's Wilshire Associates Experience May 2012 - June 2015
Job student at University of Southern California
Industry Higher Education
Experience
Wilshire Associates May 2012 - June 2015
University of Southern California January 2011 - December 2012
Education
Shandong University
Wilshire Associates May 2012 - June 2015
University of Southern California January 2011 - December 2012
Education
Shandong University
Bill Keelan's Wilshire Associates Experience 1990 - 1994
Job Client Solutions Group at Delaware Investments
Industry Investment Management
Experience
Delaware Investments 2011 - Present
Delaware Investments, a member of the Macquarie Group 2001 - 2010
Keelan Associates 1997 - 2001
Provident Investment Counsel 1994 - 1997
Wilshire Associates 1990 - 1994
Travelers Life & Annuity 1987 - 1990
Skills
Fixed Income, Investments, LDI, Portfolio Optimization, Asset Allocation, Visual Basic, Equities, Hedge Funds, Asset Management, Monte Carlo Simulation, Software Development
Education
Pennsylvania State University 1985 — 1987
BA, Math
Providence College 1981 — 1985
MA, Math/Computer Science
Delaware Investments 2011 - Present
Delaware Investments, a member of the Macquarie Group 2001 - 2010
Keelan Associates 1997 - 2001
Provident Investment Counsel 1994 - 1997
Wilshire Associates 1990 - 1994
Travelers Life & Annuity 1987 - 1990
Skills
Fixed Income, Investments, LDI, Portfolio Optimization, Asset Allocation, Visual Basic, Equities, Hedge Funds, Asset Management, Monte Carlo Simulation, Software Development
Education
Pennsylvania State University 1985 — 1987
BA, Math
Providence College 1981 — 1985
MA, Math/Computer Science
Esmeralda del Bosque's Wilshire Associates Experience 1999 - 2006
Job Sr. Investment Analyst Fixed Income & Commodities at LACERA
Industry Government Administration
Experience
LACERA February 2006 - Present
Wilshire Associates 1999 - 2006
Skills
Investments
Education
Scripps College 1994 — 1998
LACERA February 2006 - Present
Wilshire Associates 1999 - 2006
Skills
Investments
Education
Scripps College 1994 — 1998
Janice Ryce's Wilshire Associates Experience 2001 - 2009
Job Accounting Manager at Runnion Equipment Company
Industry Accounting
Experience
Runnion Equipment Company August 2013 - Present
S Group Property Management January 2010 - Present
Wilshire Associates 2001 - 2009
Skills
Accounting, Financial Reporting, Excel, General Ledger, Budgeting, Accounts Payable, Compliance, Reconciliation, Accounts Receivable, Quickbooks, Journal Entries, Accruals, Fixed Assets, Word, Reconciliations, GAAP, Audit, Auditing, Account Reconciliation, Financial Accounting, Variance Analysis
Education
Loyola University of Chicago 1986 — 1991
Bachelor, Business/Accounting
Runnion Equipment Company August 2013 - Present
S Group Property Management January 2010 - Present
Wilshire Associates 2001 - 2009
Skills
Accounting, Financial Reporting, Excel, General Ledger, Budgeting, Accounts Payable, Compliance, Reconciliation, Accounts Receivable, Quickbooks, Journal Entries, Accruals, Fixed Assets, Word, Reconciliations, GAAP, Audit, Auditing, Account Reconciliation, Financial Accounting, Variance Analysis
Education
Loyola University of Chicago 1986 — 1991
Bachelor, Business/Accounting
Robert Polk's Wilshire Associates Experience September 2006 - July 2008
Job
Industry Financial Services
Experience
HSBC October 2010 - Present
Energy Capital Solutions May 2009 - August 2009
Wilshire Associates September 2006 - July 2008
Education
Rice University - Jesse H. Jones Graduate School of Management 2008 — 2010
MBA, Finance & Energy
University of Southern California - Marshall School of Business 2002 — 2006
Bachelor of Science, Business Administration
HSBC October 2010 - Present
Energy Capital Solutions May 2009 - August 2009
Wilshire Associates September 2006 - July 2008
Education
Rice University - Jesse H. Jones Graduate School of Management 2008 — 2010
MBA, Finance & Energy
University of Southern California - Marshall School of Business 2002 — 2006
Bachelor of Science, Business Administration
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group