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
Wilshire Associates List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wilshire Associates. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wilshire Associates Salaries. You can even request information on how much does Wilshire Associates pay if you want to. Learn about salaries, pros and cons of working for Wilshire Associates directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
454 Wilshire Associates employees in database. Find out everything there's to know about Wilshire Associates employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wilshire Associates Employees
Employee
Years
Job
Industry
Lyndsey McLaughlan Lyndsey McLaughlan's Wilshire Associates Experience September 2011 - Present
Job Business Development at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates September 2011 - Present
OC Walk to Remember 2005 - 2012
Pathway Capital Management February 1998 - December 2008
Junior League of Pasadena, Inc. August 1990 - May 2006
Los Angeles County Employees Retirement Association August 1991 - January 1998
Los Angeles County Treasurer Tax Collector June 1987 - July 1991
Skills
Business Development, Due Diligence, Financial Analysis, Investments, Management, Private Equity, Strategic Planning, Investor Relations, Equities, Nonprofits, CRM, Fixed Income, Investment Management, New Business Development, Real Estate
Education
Manual High School 1980 — 1983
East High School
University of Southern California
BA, Economics
Wilshire Associates September 2011 - Present
OC Walk to Remember 2005 - 2012
Pathway Capital Management February 1998 - December 2008
Junior League of Pasadena, Inc. August 1990 - May 2006
Los Angeles County Employees Retirement Association August 1991 - January 1998
Los Angeles County Treasurer Tax Collector June 1987 - July 1991
Skills
Business Development, Due Diligence, Financial Analysis, Investments, Management, Private Equity, Strategic Planning, Investor Relations, Equities, Nonprofits, CRM, Fixed Income, Investment Management, New Business Development, Real Estate
Education
Manual High School 1980 — 1983
East High School
University of Southern California
BA, Economics
Xiaoyu Sherry Liu Xiaoyu Sherry Liu's Wilshire Associates Experience April 2000 - December 2002
Job Medical Physicist
Industry Medical Practice
Experience
Kaiser Permanente January 2010 - Present
Photon Physics Inc. January 2007 - October 2009
UCLA 2003 - 2008
Wilshire Associates April 2000 - December 2002
Skills
Radiation Therapy, Nuclear Medicine, Radiology, Medical Imaging, MRI, X-ray, Computed Tomography, Clinical Research, Hospitals, Brachytherapy, IGRT, Medical Physics, Ultrasound, Fluoroscopy, Cancer, PACS, Mammography, Pinnacle, Healthcare, EMR, Biomedical Engineering
Education
University of California, Los Angeles-School of Medicine 2004 — 2008
Ph.D., Biomedical Physics
University of California, San Diego 1998 — 2000
Master of Computer Applications (M.C.A.), Computer Science
Xian Jiaotong University 1992 — 1996
Doctor of Philosophy (Ph.D.), Biomedical Electrical Engineering
Xian Jiaotong University 1985 — 1989
Bachelor's degree, Biomedical Electrical Engineer
Kaiser Permanente January 2010 - Present
Photon Physics Inc. January 2007 - October 2009
UCLA 2003 - 2008
Wilshire Associates April 2000 - December 2002
Skills
Radiation Therapy, Nuclear Medicine, Radiology, Medical Imaging, MRI, X-ray, Computed Tomography, Clinical Research, Hospitals, Brachytherapy, IGRT, Medical Physics, Ultrasound, Fluoroscopy, Cancer, PACS, Mammography, Pinnacle, Healthcare, EMR, Biomedical Engineering
Education
University of California, Los Angeles-School of Medicine 2004 — 2008
Ph.D., Biomedical Physics
University of California, San Diego 1998 — 2000
Master of Computer Applications (M.C.A.), Computer Science
Xian Jiaotong University 1992 — 1996
Doctor of Philosophy (Ph.D.), Biomedical Electrical Engineering
Xian Jiaotong University 1985 — 1989
Bachelor's degree, Biomedical Electrical Engineer
Mark Reyes Mark Reyes's Wilshire Associates Experience January 2015 - Present
Job Associate at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates January 2015 - Present
Wilshire Associates January 2014 - December 2014
Wilshire Associates November 2012 - December 2013
MWD October 2011 - October 2012
Associated Students UCLA June 2010 - June 2012
MetLife Insurance August 2010 - July 2011
Samahang Pilipino Advancing Community Empowerment (SPACE) May 2009 - June 2010
New York Life Insurance November 2008 - September 2009
VIP Auto Detailing May 2006 - September 2008
Skills
Leadership, Financial Analysis, Microsoft Excel, Event Planning, Community Outreach, Management, PowerPoint, Strategy, Budgets, Microsoft Word, Public Speaking, Finance, Project Planning, Nonprofits, Proposal Writing, Entrepreneurship, Recruiting, Research, Team Building, Video Editing, Grassroots Organizing, Marketing, Start-ups, Business Strategy, Time Management, Social Media, Critical Thinking, Branding & Identity, Motivational..., Quality Assurance, Data Analysis, Database Design, Fundraising
Education
University of California, Los Angeles 2014 — 2016
Personal Financial Planning Certificate
University of California, Los Angeles 2008 — 2012
Bachelor in Arts, Economics
John F. Kennedy High School
Wilshire Associates January 2015 - Present
Wilshire Associates January 2014 - December 2014
Wilshire Associates November 2012 - December 2013
MWD October 2011 - October 2012
Associated Students UCLA June 2010 - June 2012
MetLife Insurance August 2010 - July 2011
Samahang Pilipino Advancing Community Empowerment (SPACE) May 2009 - June 2010
New York Life Insurance November 2008 - September 2009
VIP Auto Detailing May 2006 - September 2008
Skills
Leadership, Financial Analysis, Microsoft Excel, Event Planning, Community Outreach, Management, PowerPoint, Strategy, Budgets, Microsoft Word, Public Speaking, Finance, Project Planning, Nonprofits, Proposal Writing, Entrepreneurship, Recruiting, Research, Team Building, Video Editing, Grassroots Organizing, Marketing, Start-ups, Business Strategy, Time Management, Social Media, Critical Thinking, Branding & Identity, Motivational..., Quality Assurance, Data Analysis, Database Design, Fundraising
Education
University of California, Los Angeles 2014 — 2016
Personal Financial Planning Certificate
University of California, Los Angeles 2008 — 2012
Bachelor in Arts, Economics
John F. Kennedy High School
Robert Antinoro Robert Antinoro's Wilshire Associates Experience 2015 - Present
Job Vice President Senior Technology Officer at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates 2015 - Present
TriKardia March 2013 - 2015
Philips Healthcare September 1996 - February 2013
Zymed, Inc. September 1996 - June 2000
Reuters America 1992 - 1996
Quotron Systems 1987 - 1992
CCH Computax 1982 - 1987
Skills
HL7, Software Development, Medical Devices, Software Quality..., Site Manager, Software Project..., Software Engineering, Microsoft SQL Server, .NET, Enterprise Architecture, Entity Framework, Web Services, Silverlight, ASP.NET, Medical Imaging, Software Quality, Software Design, Architecture, Agile Methodologies, Programming, System Architecture, C++, SDLC, UML, SQL, ClearCase, PACS, C#, XML, OOP, Visual Studio, Object Oriented Design, Management, Scrum, Testing, Integration, Design Patterns, SOA, Requirements Analysis, Agile Project Management, Unix, Design Control, WCF, Test Automation, Databases, TFS, Architectures
Education
University of California, Los Angeles 1977 — 1981
BS, Computer Science, Mathematics
Wilshire Associates 2015 - Present
TriKardia March 2013 - 2015
Philips Healthcare September 1996 - February 2013
Zymed, Inc. September 1996 - June 2000
Reuters America 1992 - 1996
Quotron Systems 1987 - 1992
CCH Computax 1982 - 1987
Skills
HL7, Software Development, Medical Devices, Software Quality..., Site Manager, Software Project..., Software Engineering, Microsoft SQL Server, .NET, Enterprise Architecture, Entity Framework, Web Services, Silverlight, ASP.NET, Medical Imaging, Software Quality, Software Design, Architecture, Agile Methodologies, Programming, System Architecture, C++, SDLC, UML, SQL, ClearCase, PACS, C#, XML, OOP, Visual Studio, Object Oriented Design, Management, Scrum, Testing, Integration, Design Patterns, SOA, Requirements Analysis, Agile Project Management, Unix, Design Control, WCF, Test Automation, Databases, TFS, Architectures
Education
University of California, Los Angeles 1977 — 1981
BS, Computer Science, Mathematics
Tracy Lo, CFA Tracy Lo, CFA's Wilshire Associates Experience September 2011 - December 2013
Job Associate Director at First Republic Bank
Industry Capital Markets
Experience
First Republic Bank January 2015 - Present
First Republic Bank January 2014 - Present
Wilshire Associates September 2011 - December 2013
Osterweis Capital Management June 2008 - June 2011
PETCO ANIMAL SUPPLIES January 2007 - June 2008
SAN DIEGO PENSION CONSULTANTS January 2006 - January 2007
Skills
Financial Modeling, Analysis, Portfolio Management, Equity Research, Bloomberg, Economics, Finance, Leadership, Banking, Corporate Finance, Trading, Due Diligence, Hedge Funds, Analytics, Budgets, Strategic Financial..., Wealth Management, Risk Management, Market Analysis, Equities, Microsoft Excel, Research, Market Research, Alternative Investments, Valuation, Financial Analysis, Financial Risk, Competitive Analysis, Product Management, Forecasting, Accounting, Management, Investments, Investment Management, Investment Strategies, Mutual Funds, Asset Management, Fixed Income, VBA, Financial Markets, Sales
Education
University of California, San Diego 2003 — 2006
B.S, Management Science
Gabrielino High School
First Republic Bank January 2015 - Present
First Republic Bank January 2014 - Present
Wilshire Associates September 2011 - December 2013
Osterweis Capital Management June 2008 - June 2011
PETCO ANIMAL SUPPLIES January 2007 - June 2008
SAN DIEGO PENSION CONSULTANTS January 2006 - January 2007
Skills
Financial Modeling, Analysis, Portfolio Management, Equity Research, Bloomberg, Economics, Finance, Leadership, Banking, Corporate Finance, Trading, Due Diligence, Hedge Funds, Analytics, Budgets, Strategic Financial..., Wealth Management, Risk Management, Market Analysis, Equities, Microsoft Excel, Research, Market Research, Alternative Investments, Valuation, Financial Analysis, Financial Risk, Competitive Analysis, Product Management, Forecasting, Accounting, Management, Investments, Investment Management, Investment Strategies, Mutual Funds, Asset Management, Fixed Income, VBA, Financial Markets, Sales
Education
University of California, San Diego 2003 — 2006
B.S, Management Science
Gabrielino High School
David Rismann David Rismann's Wilshire Associates Experience 1988 - 1990
Job Digital Forensic Examiner, Computer Forensic Examiner, Qualified Computer and Software Expert Witness
Industry Legal Services
Experience
David Rismann Consultants Inc. May 1998 - Present
Wurts & Associates September 1994 - February 1998
Plexus Group January 1991 - September 1994
Wilshire Associates 1988 - 1990
Skills
computer forensics, Digital Forensics, computer evidence, forensic analysis, expert testimony, computers, software, programming, expert witness, data recovery, computer expert, computer analysis, panel expert, encase, FTK, criminal defense, computer crimes, email forensics, email analysis, document metadata, internet history, software development, instant messaging, Mobile Forensics, Expert Witness, Forensic Analysis, Evidence, Email, Criminal Defense, Computers, Data Recovery, Internet, Computer Forensics, Litigation Support, Software Development, Cybercrime, EnCase, Litigation, Trials, Software, Programming, Criminal Investigations, Criminal Law, Private Investigations, Testimony, Medical Malpractice, Depositions, Courts, Investigation, Defense
Education
University of California, Los Angeles 1985 — 1989
BA, History
David Rismann Consultants Inc. May 1998 - Present
Wurts & Associates September 1994 - February 1998
Plexus Group January 1991 - September 1994
Wilshire Associates 1988 - 1990
Skills
computer forensics, Digital Forensics, computer evidence, forensic analysis, expert testimony, computers, software, programming, expert witness, data recovery, computer expert, computer analysis, panel expert, encase, FTK, criminal defense, computer crimes, email forensics, email analysis, document metadata, internet history, software development, instant messaging, Mobile Forensics, Expert Witness, Forensic Analysis, Evidence, Email, Criminal Defense, Computers, Data Recovery, Internet, Computer Forensics, Litigation Support, Software Development, Cybercrime, EnCase, Litigation, Trials, Software, Programming, Criminal Investigations, Criminal Law, Private Investigations, Testimony, Medical Malpractice, Depositions, Courts, Investigation, Defense
Education
University of California, Los Angeles 1985 — 1989
BA, History
Mayank Prasad Mayank Prasad's Wilshire Associates Experience March 2010 - July 2012
Job Client Service & Internal Sales Associate at Bradford & Marzec
Industry Investment Management
Experience
Bradford & Marzec May 2015 - Present
UArtsy October 2014 - January 2015
Peace Corps July 2012 - August 2014
Wilshire Associates March 2010 - July 2012
UBS Wealth Management January 2009 - May 2009
Morgan Stanley Smith Barney September 2007 - January 2009
Merrill Lynch December 2006 - April 2007
Skills
Capital Markets, Asset Allocation, Financial Markets, Financial Modeling, Valuation, Bloomberg, Research, Equities, Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Private Equity, Mergers & Acquisitions, Financial Analysis, Investments, Portfolio Management, Microsoft Office, Finance, Marketing Strategy, Business Development, Non-profit Volunteering, Management, Marketing
Education
University of Michigan-Dearborn 2006 — 2009
Bachelor's Degree, Bachelors of Business Administration with concentration in Finance, 3.54/4.00
Bradford & Marzec May 2015 - Present
UArtsy October 2014 - January 2015
Peace Corps July 2012 - August 2014
Wilshire Associates March 2010 - July 2012
UBS Wealth Management January 2009 - May 2009
Morgan Stanley Smith Barney September 2007 - January 2009
Merrill Lynch December 2006 - April 2007
Skills
Capital Markets, Asset Allocation, Financial Markets, Financial Modeling, Valuation, Bloomberg, Research, Equities, Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Private Equity, Mergers & Acquisitions, Financial Analysis, Investments, Portfolio Management, Microsoft Office, Finance, Marketing Strategy, Business Development, Non-profit Volunteering, Management, Marketing
Education
University of Michigan-Dearborn 2006 — 2009
Bachelor's Degree, Bachelors of Business Administration with concentration in Finance, 3.54/4.00
Michael S. Tudor, CFA Michael S. Tudor, CFA's Wilshire Associates Experience July 2001 - July 2010
Job Principal Investment Analyst NextEra Energy
Industry Financial Services
Experience
Tudor McLeod Asset Management January 2011 - June 2013
Wilshire Associates July 2001 - July 2010
Wilshire Associates April 1999 - July 2001
Wilshire Associates June 1997 - April 1999
Skills
Asset Managment, Investments, Portfolio Management, Mutual Funds, Asset Allocation, Investment Strategies, Financial Modeling, Financial Analysis, Due Diligence, Financial Services, Institutional..., Alternative Investments, Hedge Funds, Finance, Equities, Wealth Management, Analysis, Securities, Asset Management, Investment Management, Risk Management, Investment Banking, Fixed Income, Bloomberg, Pension Funds, Capital Markets, Series 7
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA, Finance and Marketing
University of Delaware - Lerner College of Business and Economics 1988 — 1993
BSBA, Finance and Accounting
Tudor McLeod Asset Management January 2011 - June 2013
Wilshire Associates July 2001 - July 2010
Wilshire Associates April 1999 - July 2001
Wilshire Associates June 1997 - April 1999
Skills
Asset Managment, Investments, Portfolio Management, Mutual Funds, Asset Allocation, Investment Strategies, Financial Modeling, Financial Analysis, Due Diligence, Financial Services, Institutional..., Alternative Investments, Hedge Funds, Finance, Equities, Wealth Management, Analysis, Securities, Asset Management, Investment Management, Risk Management, Investment Banking, Fixed Income, Bloomberg, Pension Funds, Capital Markets, Series 7
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA, Finance and Marketing
University of Delaware - Lerner College of Business and Economics 1988 — 1993
BSBA, Finance and Accounting
Jeremy Henningsen Jeremy Henningsen's Wilshire Associates Experience January 2012 - September 2013
Job Performance Analyst, Western Asset
Industry Financial Services
Experience
Western Asset Management September 2013 - Present
Wilshire Associates January 2012 - September 2013
Wilshire Associates January 2011 - December 2011
Wilshire Associates June 2009 - December 2010
Skills
Asset Allocation, Consulting, Financial Analysis, Finance, Microsoft Excel, Microsoft Office, Management, Leadership, Fixed Income, Alternative Investments, Financial Modeling
Education
University of Nevada-Reno 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Western Asset Management September 2013 - Present
Wilshire Associates January 2012 - September 2013
Wilshire Associates January 2011 - December 2011
Wilshire Associates June 2009 - December 2010
Skills
Asset Allocation, Consulting, Financial Analysis, Finance, Microsoft Excel, Microsoft Office, Management, Leadership, Fixed Income, Alternative Investments, Financial Modeling
Education
University of Nevada-Reno 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Helen Chong, GRI, ABR®, e-PRO®, SFR, CDPE's Wilshire Associates Experience March 2001 - January 2005
Job Real Estate Broker, GRI, ABR®, ePRO, CDPE, SFR
Industry Real Estate
Experience
Haylen Group August 2009 - Present
JHW Investments LLC February 2007 - Present
Synergy Worldwide May 2006 - June 2010
Mission Equity Management February 2005 - August 2009
Wilshire Associates March 2001 - January 2005
Skills
Financial Analysis, Real Estate Investment, Online Marketing, Negotiation, Purchasing, Coordination, Research, Creative Strategy, Investment Properties, Online Advertising, Real Estate, Investments, Asset Managment, Budgets, Asset Management, Sales, Real Estate Transactions, Marketing, REO, Short Sales, Small Business, Strategy, Entrepreneurship, Investors, Management
Education
Professional Realty Institute 2009 — 2009
GRI, Real Estate
EWI 2007 — 2008
Certificates, Foreclosure, Wholesale Strategies, Asset Protection, Property Management, Commercial, Cash Flow
University of California, Los Angeles 1998 — 2000
BA, Economics
St Margaret's Elementary School 1984 — 1990
Haylen Group August 2009 - Present
JHW Investments LLC February 2007 - Present
Synergy Worldwide May 2006 - June 2010
Mission Equity Management February 2005 - August 2009
Wilshire Associates March 2001 - January 2005
Skills
Financial Analysis, Real Estate Investment, Online Marketing, Negotiation, Purchasing, Coordination, Research, Creative Strategy, Investment Properties, Online Advertising, Real Estate, Investments, Asset Managment, Budgets, Asset Management, Sales, Real Estate Transactions, Marketing, REO, Short Sales, Small Business, Strategy, Entrepreneurship, Investors, Management
Education
Professional Realty Institute 2009 — 2009
GRI, Real Estate
EWI 2007 — 2008
Certificates, Foreclosure, Wholesale Strategies, Asset Protection, Property Management, Commercial, Cash Flow
University of California, Los Angeles 1998 — 2000
BA, Economics
St Margaret's Elementary School 1984 — 1990
Kelly Haddigan Chou's Wilshire Associates Experience November 2008 - February 2010
Job Vice President at CBRE Debt & Structured Finance
Industry Real Estate
Experience
CBRE March 2015 - Present
Grandbridge Real Estate Capital December 2012 - March 2015
Q10 Dwyer-Curlett & Co March 2010 - December 2012
Wilshire Associates November 2008 - February 2010
Marcus & Millichap June 2005 - March 2007
Skills
Investment Properties, Real Estate Economics, Real Estate Financing, Loans, Real Estate, Due Diligence
Education
University of California, Los Angeles 2004 — 2008
Bachelor of Arts
CBRE March 2015 - Present
Grandbridge Real Estate Capital December 2012 - March 2015
Q10 Dwyer-Curlett & Co March 2010 - December 2012
Wilshire Associates November 2008 - February 2010
Marcus & Millichap June 2005 - March 2007
Skills
Investment Properties, Real Estate Economics, Real Estate Financing, Loans, Real Estate, Due Diligence
Education
University of California, Los Angeles 2004 — 2008
Bachelor of Arts
Ami Adjoh Ami Adjoh's Wilshire Associates Experience September 2014 - Present
Job Investment Performance Analyst
Industry Investment Management
Experience
Wilshire Associates September 2014 - Present
USC Student Affaires August 2013 - May 2014
California Department of Insurance June 2013 - May 2014
University of Southern California August 2012 - May 2014
Sigue Corporation October 2009 - November 2012
Skills
Economic Development, Financial Analysis, Economic Modeling, Economics, Microsoft Excel, Financial Modeling, Microsoft Office, PowerPoint, Corporate Finance, Microsoft Word, Teamwork, Valuation, Customer Service, Accounting, Data Analysis, Investments, Bloomberg, Research, Analysis, Market Research, Finance, Stata, Leadership, Quantitative Analytics, Econometrics, Forecasting, Bloomberg Terminal, Macroeconomics, Team Leadership, Statistical Modeling, Critical Thinking, Microeconomics, French, Economic Research, Analytics, Regression Analysis, Statistics, Statistical Data..., Calculus, International Economics
Education
University of Southern California 2012 — 2014
Master's degree, Economic Development and Programming
University of Southern California 2008 — 2012
Bachelor's degree, Economics
Wilshire Associates September 2014 - Present
USC Student Affaires August 2013 - May 2014
California Department of Insurance June 2013 - May 2014
University of Southern California August 2012 - May 2014
Sigue Corporation October 2009 - November 2012
Skills
Economic Development, Financial Analysis, Economic Modeling, Economics, Microsoft Excel, Financial Modeling, Microsoft Office, PowerPoint, Corporate Finance, Microsoft Word, Teamwork, Valuation, Customer Service, Accounting, Data Analysis, Investments, Bloomberg, Research, Analysis, Market Research, Finance, Stata, Leadership, Quantitative Analytics, Econometrics, Forecasting, Bloomberg Terminal, Macroeconomics, Team Leadership, Statistical Modeling, Critical Thinking, Microeconomics, French, Economic Research, Analytics, Regression Analysis, Statistics, Statistical Data..., Calculus, International Economics
Education
University of Southern California 2012 — 2014
Master's degree, Economic Development and Programming
University of Southern California 2008 — 2012
Bachelor's degree, Economics
Nico Chavez Nico Chavez's Wilshire Associates Experience October 2014 - Present
Job Analyst at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates October 2014 - Present
UCLA Housing Services June 2011 - September 2014
Cymagn Inc June 2011 - October 2011
Skills
Mathematics, Microsoft Office, Customer Service, Leadership, Public Speaking, Social Media, Microsoft Excel, Data Analysis, Spanish, Security Operations, C++, Microsoft Word, PowerPoint, Teamwork, Economics
Education
University of California, Los Angeles 2010 — 2014
Bachelor of Science (B.S.), Mathematics/Economics
Savanna High School 2006 — 2010
High School Diploma
Wilshire Associates October 2014 - Present
UCLA Housing Services June 2011 - September 2014
Cymagn Inc June 2011 - October 2011
Skills
Mathematics, Microsoft Office, Customer Service, Leadership, Public Speaking, Social Media, Microsoft Excel, Data Analysis, Spanish, Security Operations, C++, Microsoft Word, PowerPoint, Teamwork, Economics
Education
University of California, Los Angeles 2010 — 2014
Bachelor of Science (B.S.), Mathematics/Economics
Savanna High School 2006 — 2010
High School Diploma
Ali Kazemi Ali Kazemi's Wilshire Associates Experience July 2001 - Present
Job Vice President, Risk Managment Consultant, Head of Analytics and Performance for Wilshire Consulting
Industry Financial Services
Experience
Wilshire Associates July 2001 - Present
Wilshire Associates 2001 - 2010
Skills
Analytics, Risk Management, Fixed Income, Equities, Market Risk, Performance Attribution, Hedge Funds, Asset Allocation, Portfolio Management, Investment Management, Alternative Investments, CRM, Investments, Financial Modeling, Derivatives, Asset Managment, Valuation, Bloomberg, Mutual Funds, Financial Analysis, Wilshire Compass, Financial Risk, Quantitative Finance, Financial Markets, Bonds, Capital Markets, Financial Services, Asset Management
Education
University of California, San Diego 1996 — 2001
Bacheor of Science, Management Science
Arcadia
Wilshire Associates July 2001 - Present
Wilshire Associates 2001 - 2010
Skills
Analytics, Risk Management, Fixed Income, Equities, Market Risk, Performance Attribution, Hedge Funds, Asset Allocation, Portfolio Management, Investment Management, Alternative Investments, CRM, Investments, Financial Modeling, Derivatives, Asset Managment, Valuation, Bloomberg, Mutual Funds, Financial Analysis, Wilshire Compass, Financial Risk, Quantitative Finance, Financial Markets, Bonds, Capital Markets, Financial Services, Asset Management
Education
University of California, San Diego 1996 — 2001
Bacheor of Science, Management Science
Arcadia
Philip McKinley's Wilshire Associates Experience February 2013 - Present
Job Compliance Officer at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates February 2013 - Present
Pacific Serenades July 2002 - Present
Genworth Financial January 2004 - March 2012
Transamerica Investment Management, LLC March 1999 - December 2003
Meyers Capital Management, LLC April 1996 - February 1999
AIDS Healthcare Foundation August 1992 - August 1998
Griffin Financial Services 1994 - 1996
Mercantile National Bank 1991 - 1994
First Imperial Investor Services 1988 - 1990
Skills
Investments, FINRA, Mutual Funds, SEC, Securities, Investment Advisory, RIA, Anti Money Laundering, Investment Management, Financial Services
Education
University of California, Los Angeles 1976 — 1980
Bachelor of Arts (BA)
Wilshire Associates February 2013 - Present
Pacific Serenades July 2002 - Present
Genworth Financial January 2004 - March 2012
Transamerica Investment Management, LLC March 1999 - December 2003
Meyers Capital Management, LLC April 1996 - February 1999
AIDS Healthcare Foundation August 1992 - August 1998
Griffin Financial Services 1994 - 1996
Mercantile National Bank 1991 - 1994
First Imperial Investor Services 1988 - 1990
Skills
Investments, FINRA, Mutual Funds, SEC, Securities, Investment Advisory, RIA, Anti Money Laundering, Investment Management, Financial Services
Education
University of California, Los Angeles 1976 — 1980
Bachelor of Arts (BA)
Jason Totedo, CFA, CIPM Jason Totedo, CFA, CIPM's Wilshire Associates Experience August 2001 - January 2011
Job Chartered Financial Analyst at AGP Wealth Advisors, An Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - Present
Wilshire Associates August 2001 - January 2011
AllScripts HealthCare Solutions April 2000 - June 2001
Societe Generale June 1998 - August 1999
Prebon Yamane Financial Products January 1996 - June 1998
Patriot Securities Incorporated January 1994 - January 1996
Cantor Fitzgerald January 1995 - July 1995
Flynn Options Trading Incorporated June 1991 - October 1993
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1993
Bachelors of Science in Economics
University of Delaware
BS, Economics
Ameriprise Financial Services, Inc. November 2011 - Present
Wilshire Associates August 2001 - January 2011
AllScripts HealthCare Solutions April 2000 - June 2001
Societe Generale June 1998 - August 1999
Prebon Yamane Financial Products January 1996 - June 1998
Patriot Securities Incorporated January 1994 - January 1996
Cantor Fitzgerald January 1995 - July 1995
Flynn Options Trading Incorporated June 1991 - October 1993
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1993
Bachelors of Science in Economics
University of Delaware
BS, Economics
Monica Voinea Monica Voinea's Wilshire Associates Experience June 2013 - Present
Job Senior Associate, Database Developer at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates June 2013 - Present
REAL Software Systems July 2006 - June 2013
Skills
Microsoft SQL Server, SQL, SSIS, Erwin, C#, PowerBuilder, Visual Basic
Education
University of Southern California 2011 — 2014
Master of Business Administration (MBA)
University of California, Los Angeles 2002 — 2006
Bachelor's of Science, Computer Science
Wilshire Associates June 2013 - Present
REAL Software Systems July 2006 - June 2013
Skills
Microsoft SQL Server, SQL, SSIS, Erwin, C#, PowerBuilder, Visual Basic
Education
University of Southern California 2011 — 2014
Master of Business Administration (MBA)
University of California, Los Angeles 2002 — 2006
Bachelor's of Science, Computer Science
Eric Zenz Eric Zenz's Wilshire Associates Experience May 1999 - June 2002
Job Principal Program Manager Lead, Enterprise Social and SharePoint
Industry Computer Software
Experience
Microsoft March 2012 - Present
Microsoft July 2010 - February 2012
Microsoft March 2008 - June 2010
Microsoft July 2002 - February 2008
Wilshire Associates May 1999 - June 2002
Skills
Software Project..., Online Services, Program Management, Agile Methodologies, Agile Project Management, Cloud Computing, SharePoint, Project Portfolio..., Software Development, Certified Project..., Enterprise Software, Project Management, PMP, Enterprise Architecture, Scrum, Strategy, MS Project, User Experience
Education
University of Southern California 1998 — 2001
Bachelor of Science (B.S.), Computer Science
Bethel Park High School
Bethel Park High School
Microsoft March 2012 - Present
Microsoft July 2010 - February 2012
Microsoft March 2008 - June 2010
Microsoft July 2002 - February 2008
Wilshire Associates May 1999 - June 2002
Skills
Software Project..., Online Services, Program Management, Agile Methodologies, Agile Project Management, Cloud Computing, SharePoint, Project Portfolio..., Software Development, Certified Project..., Enterprise Software, Project Management, PMP, Enterprise Architecture, Scrum, Strategy, MS Project, User Experience
Education
University of Southern California 1998 — 2001
Bachelor of Science (B.S.), Computer Science
Bethel Park High School
Bethel Park High School
Gregory L. Wilkinson, Esq. Gregory L. Wilkinson, Esq.'s Wilshire Associates Experience February 2014 - October 2014
Job Business and Corporate Attorney
Industry Legal Services
Experience
Law Office of Gregory Wilkinson October 2014 - Present
Wilshire Associates February 2014 - October 2014
ACT 1 Group, Inc. December 2007 - February 2014
AppleOne Employment Services December 2007 - February 2014
Agile 1 December 2007 - February 2014
A-Check America, Inc. December 2007 - February 2014
All's Well Health Care Services December 2007 - February 2014
California National University for Advanced Studies December 2007 - February 2014
Ventura D.A.'s Office August 2005 - May 2006
Harper & Associates, PC July 2004 - October 2005
Skills
Employment Law, Legal Research, Intellectual Property, Legal Writing, Licensing, Corporate Law, Contract Negotiation, Arbitration, Dispute Resolution, Bankruptcy, Legal Compliance, Operations Management, Document Review, Trials, Contract Law, Corporate Governance, Negotiation, International Law, Commercial Litigation, Litigation Management, Depositions, Legal Advice, Technology Transactions, Compliance, Licensing Agreements, Business Operations..., Privacy, Employment Litigation, Business Torts, Corporate Websites, Immigration, Alternative Dispute..., Real Estate, Civil Litigation, Contract Management, Mediation, Litigation, Tax Law, Ethics, Distribution Agreements, Budget Forecast, Domain Name Disputes, Trademark Infringement, Software Procurement, Creditors' Rights, Anti-corruption, FCPA, Strategic Partnerships, Privacy Law, Trademarks
Education
Oxford Institute of Legal Practice 2009 — 2010
Solicitor's Certificate, Law
University of West Los Angeles 2003 — 2006
Juris Doctor, Law
Washington OLI
Paralegal Certificate, Paralegal Studies
University of Phoenix
Business Managemeent
SOCES 1989 — 1993
Diploma, General Education
Law Office of Gregory Wilkinson October 2014 - Present
Wilshire Associates February 2014 - October 2014
ACT 1 Group, Inc. December 2007 - February 2014
AppleOne Employment Services December 2007 - February 2014
Agile 1 December 2007 - February 2014
A-Check America, Inc. December 2007 - February 2014
All's Well Health Care Services December 2007 - February 2014
California National University for Advanced Studies December 2007 - February 2014
Ventura D.A.'s Office August 2005 - May 2006
Harper & Associates, PC July 2004 - October 2005
Skills
Employment Law, Legal Research, Intellectual Property, Legal Writing, Licensing, Corporate Law, Contract Negotiation, Arbitration, Dispute Resolution, Bankruptcy, Legal Compliance, Operations Management, Document Review, Trials, Contract Law, Corporate Governance, Negotiation, International Law, Commercial Litigation, Litigation Management, Depositions, Legal Advice, Technology Transactions, Compliance, Licensing Agreements, Business Operations..., Privacy, Employment Litigation, Business Torts, Corporate Websites, Immigration, Alternative Dispute..., Real Estate, Civil Litigation, Contract Management, Mediation, Litigation, Tax Law, Ethics, Distribution Agreements, Budget Forecast, Domain Name Disputes, Trademark Infringement, Software Procurement, Creditors' Rights, Anti-corruption, FCPA, Strategic Partnerships, Privacy Law, Trademarks
Education
Oxford Institute of Legal Practice 2009 — 2010
Solicitor's Certificate, Law
University of West Los Angeles 2003 — 2006
Juris Doctor, Law
Washington OLI
Paralegal Certificate, Paralegal Studies
University of Phoenix
Business Managemeent
SOCES 1989 — 1993
Diploma, General Education
Michele VanTassel Michele VanTassel's Wilshire Associates Experience August 2014 - Present
Job Analyst at Wilshire Associates
Industry
Experience
Wilshire Associates August 2014 - Present
Cowden Financial Services, LLC April 2013 - July 2014
Cowden Financial Services LLC December 2012 - April 2013
Skills
Microsoft Office, C++, Visual Basic
Education
University of Pittsburgh 2011 — 2013
Bachelor of Applied Science (BASc), Economics
Mohawk Area Jr/Sr High School 2004 — 2009
Diploma
Wilshire Associates August 2014 - Present
Cowden Financial Services, LLC April 2013 - July 2014
Cowden Financial Services LLC December 2012 - April 2013
Skills
Microsoft Office, C++, Visual Basic
Education
University of Pittsburgh 2011 — 2013
Bachelor of Applied Science (BASc), Economics
Mohawk Area Jr/Sr High School 2004 — 2009
Diploma
Dean Parsons Dean Parsons's Wilshire Associates Experience January 2000 - January 2001
Job Founder and Chief Investment Officer
Industry Investment Management
Experience
California Baptist University September 2015 - Present
Global Diversified Investments January 2011 - Present
World Vision International January 2008 - August 2014
Union Bank of California November 2005 - January 2008
WesCorp Investment Services LLC July 2003 - November 2005
Indymac Bank January 2003 - July 2003
WesCorp January 2001 - January 2003
Wilshire Associates January 2000 - January 2001
Skills
Investments, Fixed Income, Derivatives, Finance, Asset Managment, Treasury, Asset Allocation, Financial Analysis, Foreign Exchange, Global Investment..., Foreign Exchange..., Asset Management, Capital Markets, Funding, ALM, Forecasting, Financial Markets, Interest Rate Risk..., Asset / Liability..., Portfolio Management, Professional Services, FX Hedging, FX Spot, Leadership, Entrepreneurship...
Education
Azusa Pacific University 2002 — 2004
MBA, Business
University of California, Riverside 1997 — 1999
BA, Political Science and Finance
California Baptist University September 2015 - Present
Global Diversified Investments January 2011 - Present
World Vision International January 2008 - August 2014
Union Bank of California November 2005 - January 2008
WesCorp Investment Services LLC July 2003 - November 2005
Indymac Bank January 2003 - July 2003
WesCorp January 2001 - January 2003
Wilshire Associates January 2000 - January 2001
Skills
Investments, Fixed Income, Derivatives, Finance, Asset Managment, Treasury, Asset Allocation, Financial Analysis, Foreign Exchange, Global Investment..., Foreign Exchange..., Asset Management, Capital Markets, Funding, ALM, Forecasting, Financial Markets, Interest Rate Risk..., Asset / Liability..., Portfolio Management, Professional Services, FX Hedging, FX Spot, Leadership, Entrepreneurship...
Education
Azusa Pacific University 2002 — 2004
MBA, Business
University of California, Riverside 1997 — 1999
BA, Political Science and Finance
Daniel Prince, CFA's Wilshire Associates Experience January 2004 - September 2006
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock June 2015 - Present
iShares May 2011 - June 2015
iShares August 2007 - May 2011
StatPro October 2006 - July 2007
Wilshire Associates January 2004 - September 2006
Skills
Asset Management, CRM, Equities, Fixed Income, Marketing Strategy, Mutual Funds, Portfolio Management
Education
UC Berkeley Haas School of Business
Bachelor of Science (B.S.), Business Administration
BlackRock June 2015 - Present
iShares May 2011 - June 2015
iShares August 2007 - May 2011
StatPro October 2006 - July 2007
Wilshire Associates January 2004 - September 2006
Skills
Asset Management, CRM, Equities, Fixed Income, Marketing Strategy, Mutual Funds, Portfolio Management
Education
UC Berkeley Haas School of Business
Bachelor of Science (B.S.), Business Administration
Anthony Luchetta's Wilshire Associates Experience January 2008 - February 2012
Job Vice President at Ocean Avenue Capital Partners, L.P.
Industry Venture Capital & Private Equity
Experience
Ocean Avenue Capital Partners, L.P. March 2012 - Present
Wilshire Associates January 2008 - February 2012
Skills
Private Equity, Due Diligence, Investments, Asset Managment, Portfolio Management, Alternative Investments
Education
University of Notre Dame
BA, Economics
Ocean Avenue Capital Partners, L.P. March 2012 - Present
Wilshire Associates January 2008 - February 2012
Skills
Private Equity, Due Diligence, Investments, Asset Managment, Portfolio Management, Alternative Investments
Education
University of Notre Dame
BA, Economics
Tiffany Massa Tiffany Massa's Wilshire Associates Experience February 1999 - August 2000
Job Strategy, Corporate Development & Operations Thought Leader
Industry Information Technology and Services
Experience
LexisNexis July 2011 - Present
LexisNexis November 2010 - July 2011
LexisNexis July 2008 - November 2010
BlackRock October 2005 - July 2008
LexisNexis June 2004 - October 2005
LexisNexis June 2003 - June 2004
InvestorForce, Inc. May 2000 - August 2001
Wilshire Associates February 1999 - August 2000
Wilshire Associates June 1998 - February 1999
Wilshire Associates July 1997 - June 1998
Skills
Business Strategy, Strategy, Mergers & Acquisitions, Strategic Partnerships, Business Development, Strategic Planning, Analytics, New Business Development, Financial Analysis, Mergers, Due Diligence, Corporate Development, Business Analysis, Financial Services, Forecasting, Management, Competitive Analysis, Financial Modeling, Cross-functional Team..., Fixed Income, Equities, Content Strategy, Project Management, Relationship Management, Product Strategy, Customer Driven..., Strategic Alliances, Operational Strategy, Operational Planning, Institutional Sales, New Market Entry, Change Management &..., Staff Development &..., Large Scale Technology..., Operations, Product Management, Leadership, Program Management, Market Entry
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
University of California, Santa Cruz
BA, Global Economics
LexisNexis July 2011 - Present
LexisNexis November 2010 - July 2011
LexisNexis July 2008 - November 2010
BlackRock October 2005 - July 2008
LexisNexis June 2004 - October 2005
LexisNexis June 2003 - June 2004
InvestorForce, Inc. May 2000 - August 2001
Wilshire Associates February 1999 - August 2000
Wilshire Associates June 1998 - February 1999
Wilshire Associates July 1997 - June 1998
Skills
Business Strategy, Strategy, Mergers & Acquisitions, Strategic Partnerships, Business Development, Strategic Planning, Analytics, New Business Development, Financial Analysis, Mergers, Due Diligence, Corporate Development, Business Analysis, Financial Services, Forecasting, Management, Competitive Analysis, Financial Modeling, Cross-functional Team..., Fixed Income, Equities, Content Strategy, Project Management, Relationship Management, Product Strategy, Customer Driven..., Strategic Alliances, Operational Strategy, Operational Planning, Institutional Sales, New Market Entry, Change Management &..., Staff Development &..., Large Scale Technology..., Operations, Product Management, Leadership, Program Management, Market Entry
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
University of California, Santa Cruz
BA, Global Economics
Eric J. Franklin Eric J. Franklin's Wilshire Associates Experience July 1996 - October 1999
Job Contracts Manager, Supply Management at Southern California Edison
Industry Utilities
Experience
Southern California Edison (SCE) August 2015 - Present
Southern California Edison January 2011 - September 2015
Southern California Edison February 2009 - January 2011
Southern California Edison April 2007 - February 2009
Southern California Edison May 2004 - April 2007
Washington Mutual Bank April 2003 - May 2004
PacifiCare Health Systems July 2001 - February 2003
Wilshire Associates July 1996 - October 1999
Skills
Process Improvement, Business Process..., Forecasting, Operations Management, Leadership, SAP, Management, Inventory Management, Budgets, Contract Management
Education
University of California, Irvine - The Paul Merage School of Business 1999 — 2001
MBA, Business Administration and Management, General
University of California, Los Angeles 1991 — 1996
B.A., Psychology
Southern California Edison (SCE) August 2015 - Present
Southern California Edison January 2011 - September 2015
Southern California Edison February 2009 - January 2011
Southern California Edison April 2007 - February 2009
Southern California Edison May 2004 - April 2007
Washington Mutual Bank April 2003 - May 2004
PacifiCare Health Systems July 2001 - February 2003
Wilshire Associates July 1996 - October 1999
Skills
Process Improvement, Business Process..., Forecasting, Operations Management, Leadership, SAP, Management, Inventory Management, Budgets, Contract Management
Education
University of California, Irvine - The Paul Merage School of Business 1999 — 2001
MBA, Business Administration and Management, General
University of California, Los Angeles 1991 — 1996
B.A., Psychology
Chad Lande Chad Lande's Wilshire Associates Experience August 1998 - August 1999
Job
Industry Real Estate
Experience
The Chadmar Group August 2007 - Present
Fieldstone Communities June 2005 - August 2007
Fieldstone Communities 2005 - 2007
USC 2004 - 2005
USC Marshall School of Business 2003 - 2005
Crowell Weedon January 1999 - November 2003
Wilshire Associates August 1998 - August 1999
USC 1994 - 1998
Skills
Asset Management, Contract Negotiation, Disposition, Due Diligence, Entitlements, Entrepreneurship, Financial Modeling, Investment Properties, Land Acquisition, Real Estate, Investments, Real Estate Development, Real Estate Transactions, Strategic Planning, Valuation, Real Estate Economics, Residential Homes, Start-ups
Education
University of Southern California 2004 — 2005
Masters in Real Estate Development, Real Estate Development
University of Southern California - Marshall School of Business 2003 — 2005
MBA
University of Southern California 1994 — 1998
BA, Business Administration
Brentwood School 1988 — 1994
High School
The Chadmar Group August 2007 - Present
Fieldstone Communities June 2005 - August 2007
Fieldstone Communities 2005 - 2007
USC 2004 - 2005
USC Marshall School of Business 2003 - 2005
Crowell Weedon January 1999 - November 2003
Wilshire Associates August 1998 - August 1999
USC 1994 - 1998
Skills
Asset Management, Contract Negotiation, Disposition, Due Diligence, Entitlements, Entrepreneurship, Financial Modeling, Investment Properties, Land Acquisition, Real Estate, Investments, Real Estate Development, Real Estate Transactions, Strategic Planning, Valuation, Real Estate Economics, Residential Homes, Start-ups
Education
University of Southern California 2004 — 2005
Masters in Real Estate Development, Real Estate Development
University of Southern California - Marshall School of Business 2003 — 2005
MBA
University of Southern California 1994 — 1998
BA, Business Administration
Brentwood School 1988 — 1994
High School
Eric Bruening's Wilshire Associates Experience June 2014 - December 2014
Job Intermediate Financial Analyst (FMR) at UPMC
Industry Hospital & Health Care
Experience
UPMC January 2015 - Present
Wilshire Associates June 2014 - December 2014
PwC January 2014 - April 2014
Skills
Leadership, Teamwork, Communication, PowerPoint, Public Speaking, Microsoft Excel, Financial Analysis, Customer Service, Microsoft Word, Finance, Data Analysis, Access, Time Management
Education
University of Pittsburgh 2010 — 2015
Bachelor of Science in Business Administration, Accounting and Finance
Neshannock High School
UPMC January 2015 - Present
Wilshire Associates June 2014 - December 2014
PwC January 2014 - April 2014
Skills
Leadership, Teamwork, Communication, PowerPoint, Public Speaking, Microsoft Excel, Financial Analysis, Customer Service, Microsoft Word, Finance, Data Analysis, Access, Time Management
Education
University of Pittsburgh 2010 — 2015
Bachelor of Science in Business Administration, Accounting and Finance
Neshannock High School
Jim Neill, CFA Jim Neill, CFA's Wilshire Associates Experience July 1999 - February 2015
Job Director at Towers Watson
Industry Investment Management
Experience
Towers Watson February 2015 - Present
Wilshire Associates July 1999 - February 2015
Mellon Financial March 1995 - July 1999
Skills
Asset Allocation, Hedge Funds, Fixed Income, Portfolio Management, Equities, Investments, Alternative Investments, Private Equity, Due Diligence, Emerging Markets, Investment Strategies, Risk Management, Institutional..., Fund Of Funds, Pension Funds, Chartered Financial..., Series 7, Series 63, Portfolio Optimization, Investment Advisory, Pensions, Institutional, Relationship Management, Asset Management, Financial Advisory, Investment Management, Finance, Capital Markets, Equity Research, Securities, Mutual Funds
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 2000
MBA, Business
University of Pittsburgh 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Towers Watson February 2015 - Present
Wilshire Associates July 1999 - February 2015
Mellon Financial March 1995 - July 1999
Skills
Asset Allocation, Hedge Funds, Fixed Income, Portfolio Management, Equities, Investments, Alternative Investments, Private Equity, Due Diligence, Emerging Markets, Investment Strategies, Risk Management, Institutional..., Fund Of Funds, Pension Funds, Chartered Financial..., Series 7, Series 63, Portfolio Optimization, Investment Advisory, Pensions, Institutional, Relationship Management, Asset Management, Financial Advisory, Investment Management, Finance, Capital Markets, Equity Research, Securities, Mutual Funds
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 2000
MBA, Business
University of Pittsburgh 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Victor Zhang Victor Zhang's Wilshire Associates Experience January 2006 - January 2014
Job coChief Investment Officer at American Century Investments
Industry Investment Management
Experience
American Century Investments February 2014 - Present
Wilshire Associates January 2006 - January 2014
Harris myCFO Investment Advisory Services June 2001 - December 2005
myCFO 2001 - 2005
Ernst & Young 1996 - 2001
Skills
Investments, Portfolio Management, Asset Allocation, Hedge Funds, Asset Management, Risk Management, Due Diligence, Economics, Asset Managment, Alternative Investments, Emerging Markets, Institutional..., Mergers & Acquisitions, Financial Risk, Investment Strategies, Financial Modeling, Capital Markets, Fixed Income, Bloomberg, Securities, Investment Management, Finance, Private Equity, Wealth Management, Derivatives, Fund Of Funds, Financial Markets, Valuation, Management, Financial Analysis, Bonds, Equities, Mutual Funds, Investment Banking
Education
University of California, Los Angeles
BA, Business Economics
American Century Investments February 2014 - Present
Wilshire Associates January 2006 - January 2014
Harris myCFO Investment Advisory Services June 2001 - December 2005
myCFO 2001 - 2005
Ernst & Young 1996 - 2001
Skills
Investments, Portfolio Management, Asset Allocation, Hedge Funds, Asset Management, Risk Management, Due Diligence, Economics, Asset Managment, Alternative Investments, Emerging Markets, Institutional..., Mergers & Acquisitions, Financial Risk, Investment Strategies, Financial Modeling, Capital Markets, Fixed Income, Bloomberg, Securities, Investment Management, Finance, Private Equity, Wealth Management, Derivatives, Fund Of Funds, Financial Markets, Valuation, Management, Financial Analysis, Bonds, Equities, Mutual Funds, Investment Banking
Education
University of California, Los Angeles
BA, Business Economics
Isaac H Isaac H's Wilshire Associates Experience February 2006 - November 2010
Job .
Industry Financial Services
Experience
Interthinx, a subsidiary of First American Financial Corporation (NYSE: FAF) September 2013 - Present
Nuveen Investments May 2012 - September 2013
Interthinx January 2012 - May 2012
Interthinx 2010 - 2012
Wilshire Associates February 2006 - November 2010
Kelfia Interactive 2008 - 2009
San Diego Supercomputer Center 2004 - 2006
T.S. International, Inc 2004 - 2006
Skills
SQL, Java, MySQL, Subversion, Microsoft SQL Server, Eclipse, Tomcat, Databases, ASP.NET, Agile Methodologies, C#, .NET, IIS, TFS, SSRS, HTML, SSIS, ETL, SDLC, Web Services, SOA, VB.NET, Trading Systems, SaaS, T-SQL, BizTalk, JIRA, Talend, Continuous Integration, agile, SimCorp Dimension, Charles River IMS, Arduino, Management
Education
University of California, San Diego
Bachelor of Science (BS)
University of California, Los Angeles
Interthinx, a subsidiary of First American Financial Corporation (NYSE: FAF) September 2013 - Present
Nuveen Investments May 2012 - September 2013
Interthinx January 2012 - May 2012
Interthinx 2010 - 2012
Wilshire Associates February 2006 - November 2010
Kelfia Interactive 2008 - 2009
San Diego Supercomputer Center 2004 - 2006
T.S. International, Inc 2004 - 2006
Skills
SQL, Java, MySQL, Subversion, Microsoft SQL Server, Eclipse, Tomcat, Databases, ASP.NET, Agile Methodologies, C#, .NET, IIS, TFS, SSRS, HTML, SSIS, ETL, SDLC, Web Services, SOA, VB.NET, Trading Systems, SaaS, T-SQL, BizTalk, JIRA, Talend, Continuous Integration, agile, SimCorp Dimension, Charles River IMS, Arduino, Management
Education
University of California, San Diego
Bachelor of Science (BS)
University of California, Los Angeles
Angela Cullinan Angela Cullinan's Wilshire Associates Experience June 1988 - August 1989
Job Marketing & Events Coordinator, Ring's End
Industry Building Materials
Experience
Ring's End May 2011 - Present
Wilton High School Hockey Club March 2011 - March 2014
The Hockey Attic, LLC May 2008 - May 2009
Abel Noser Corporation October 1990 - May 1997
A.F. Bruan & Company February 1990 - October 1990
Abel Noser Corporation August 1989 - January 1990
Wilshire Associates June 1988 - August 1989
Skills
Trading, Fundraising, Marketing Strategy, Sales, Event Management, Training, Account Reconciliation, Desktop Publishing, Social Media, Analysis, Marketing, Customer Service, QuickBooks, Finance, Equities, Securities, Public Relations, B2B Marketing, Series 7, Management, Advertising, Integrated Marketing, Marketing Communications, Accounts Payable, Microsoft Office, Portfolio Management
Education
University of California, Los Angeles
Bachelor of Arts, Economics
Ring's End May 2011 - Present
Wilton High School Hockey Club March 2011 - March 2014
The Hockey Attic, LLC May 2008 - May 2009
Abel Noser Corporation October 1990 - May 1997
A.F. Bruan & Company February 1990 - October 1990
Abel Noser Corporation August 1989 - January 1990
Wilshire Associates June 1988 - August 1989
Skills
Trading, Fundraising, Marketing Strategy, Sales, Event Management, Training, Account Reconciliation, Desktop Publishing, Social Media, Analysis, Marketing, Customer Service, QuickBooks, Finance, Equities, Securities, Public Relations, B2B Marketing, Series 7, Management, Advertising, Integrated Marketing, Marketing Communications, Accounts Payable, Microsoft Office, Portfolio Management
Education
University of California, Los Angeles
Bachelor of Arts, Economics
Kian Homayoonfar's Wilshire Associates Experience June 2004 - June 2007
Job Investment Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2011 - Present
Morgan Stanley Smith Barney July 2007 - June 2010
Wilshire Associates June 2004 - June 2007
Skills
Asset Allocation, Mutual Funds, Equities, Portfolio Management, Investment Strategies, Investments, Investment Advisory, Equity Research, Performance Attribution, Due Diligence, Series 7
Education
University of Pittsburgh 2000 — 2004
Bachelor's Degree, Finance, 3.7 Major GPA
Wells Fargo March 2011 - Present
Morgan Stanley Smith Barney July 2007 - June 2010
Wilshire Associates June 2004 - June 2007
Skills
Asset Allocation, Mutual Funds, Equities, Portfolio Management, Investment Strategies, Investments, Investment Advisory, Equity Research, Performance Attribution, Due Diligence, Series 7
Education
University of Pittsburgh 2000 — 2004
Bachelor's Degree, Finance, 3.7 Major GPA
Philip Ng, CFA Philip Ng, CFA's Wilshire Associates Experience September 2004 - September 2007
Job Senior Associate at KPMG
Industry Financial Services
Experience
KPMG December 2013 - Present
Standard & Poor's October 2007 - November 2013
Wilshire Associates September 2004 - September 2007
Smith Barney 2003 - 2003
Skills
Structured Finance, Fixed Income, Analytics, Valuation, Residential Mortgages, Subprime RMBS, CMBS, ABS Autos, ABS Credit Cards, Securities, MBS, Performance Attribution, Modeling, Risk, Bloomberg, Bonds, Equities, Intex, Axion, Atlas, VBA, MS Word, MS Excel, MS Powerpoint, MS Access, MS Outlook, Investments, Fixed Income Analysis, Capital Markets, Securitization
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2004
Bachelor of Business Administration, Finance and Accounting
Midwood
Midwood
KPMG December 2013 - Present
Standard & Poor's October 2007 - November 2013
Wilshire Associates September 2004 - September 2007
Smith Barney 2003 - 2003
Skills
Structured Finance, Fixed Income, Analytics, Valuation, Residential Mortgages, Subprime RMBS, CMBS, ABS Autos, ABS Credit Cards, Securities, MBS, Performance Attribution, Modeling, Risk, Bloomberg, Bonds, Equities, Intex, Axion, Atlas, VBA, MS Word, MS Excel, MS Powerpoint, MS Access, MS Outlook, Investments, Fixed Income Analysis, Capital Markets, Securitization
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2004
Bachelor of Business Administration, Finance and Accounting
Midwood
Midwood
Raymond Chin Raymond Chin's Wilshire Associates Experience December 2011 - November 2012
Job Financial Analyst at Pension Benefit Guaranty Corporation (PBGC)
Industry Financial Services
Experience
Pension Benefit Guaranty Corporation (PBGC) October 2015 - Present
Arthur J. Gallagher & Co. May 2015 - September 2015
Arthur J. Gallagher & Co. November 2012 - April 2015
Wilshire Associates December 2011 - November 2012
PNC May 2008 - December 2011
Cedarbrook Business Services May 2007 - August 2007
Skills
Investments, Equities, Pensions, Financial Reporting, Endowments, Defined Contribution, Business Development, Asset Allocation, Mutual Funds, Investment Research, Microsoft Office, Investment Advisory, Performance Attribution, Portfolio Management, Morningstar Direct, FactSet, eVestment
Education
University of Pittsburgh 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
Passed Level II of the CFA Program
Pension Benefit Guaranty Corporation (PBGC) October 2015 - Present
Arthur J. Gallagher & Co. May 2015 - September 2015
Arthur J. Gallagher & Co. November 2012 - April 2015
Wilshire Associates December 2011 - November 2012
PNC May 2008 - December 2011
Cedarbrook Business Services May 2007 - August 2007
Skills
Investments, Equities, Pensions, Financial Reporting, Endowments, Defined Contribution, Business Development, Asset Allocation, Mutual Funds, Investment Research, Microsoft Office, Investment Advisory, Performance Attribution, Portfolio Management, Morningstar Direct, FactSet, eVestment
Education
University of Pittsburgh 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
Passed Level II of the CFA Program
Renny Cabreros Renny Cabreros's Wilshire Associates Experience March 2000 - December 2003
Job Compliance Manager at BlueCrest Capital Management
Industry Investment Management
Experience
BlueCrest Capital Management, LLP May 2014 - Present
GE Asset Management May 2011 - May 2014
Hartford Investment Management 2009 - May 2011
Western Asset Management August 2006 - May 2009
Pacific Investment Management Company May 2004 - August 2006
Wilshire Associates March 2000 - December 2003
Skills
Fixed Income, Equities, Derivatives, Mutual Funds, Risk Management, Investments, Portfolio Management, Investment Management, Corporate Finance, Trading, Financial Services, Analysis, Auditing, Hedge Funds, Process Improvement, Management, Series 7, Bonds, Alternative Investments
Education
University of California, Irvine 1994 — 1999
BA, Psychology
University of California, Irvine 1994 — 1999
BA, Economics
BlueCrest Capital Management, LLP May 2014 - Present
GE Asset Management May 2011 - May 2014
Hartford Investment Management 2009 - May 2011
Western Asset Management August 2006 - May 2009
Pacific Investment Management Company May 2004 - August 2006
Wilshire Associates March 2000 - December 2003
Skills
Fixed Income, Equities, Derivatives, Mutual Funds, Risk Management, Investments, Portfolio Management, Investment Management, Corporate Finance, Trading, Financial Services, Analysis, Auditing, Hedge Funds, Process Improvement, Management, Series 7, Bonds, Alternative Investments
Education
University of California, Irvine 1994 — 1999
BA, Psychology
University of California, Irvine 1994 — 1999
BA, Economics
Daniel Greenwald Daniel Greenwald's Wilshire Associates Experience May 2015 - August 2015
Job Freelance Consulting
Industry Financial Services
Experience
Wilshire Associates May 2015 - August 2015
BNY Mellon August 2014 - April 2015
Zypshop March 2013 - July 2014
University of Pittsburgh October 2012 - July 2014
Zolio Inc June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Research, Microsoft Office, Teamwork, Customer Service, Public Speaking, PowerPoint, Social Media
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2014
Bachelor's degree, Finance, General
Mt. Lebanon High School 2006 — 2010
Wilshire Associates May 2015 - August 2015
BNY Mellon August 2014 - April 2015
Zypshop March 2013 - July 2014
University of Pittsburgh October 2012 - July 2014
Zolio Inc June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Research, Microsoft Office, Teamwork, Customer Service, Public Speaking, PowerPoint, Social Media
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2014
Bachelor's degree, Finance, General
Mt. Lebanon High School 2006 — 2010
Henry Lim Henry Lim's Wilshire Associates Experience March 2006 - February 2010
Job Payden & Rygel Investment Management
Industry Financial Services
Experience
Payden & Rygel July 2013 - Present
Lombardia Capital Partners April 2010 - November 2011
Wilshire Associates March 2006 - February 2010
Wilshire Associates December 2004 - March 2006
Wilshire Associates September 2002 - December 2004
Skills
Client Service &..., Portfolio Analysis, Performance Measurement, eVestment Analytics, Zephyr StyleADVISOR, Advent Axys, PMAPS, Thomson TPA, Thomson Baseline, Callan PEP, Mercer MPA, Microsoft Excel, Microsoft PowerPoint, Wilshire Atlas, Wilshire Pension..., Wilshire Compass, Investment Management, Hedge Funds, Portfolio Management
Education
University of California, Riverside 1998 — 2002
B.S., Business Administration, Concentration in Finance
Payden & Rygel July 2013 - Present
Lombardia Capital Partners April 2010 - November 2011
Wilshire Associates March 2006 - February 2010
Wilshire Associates December 2004 - March 2006
Wilshire Associates September 2002 - December 2004
Skills
Client Service &..., Portfolio Analysis, Performance Measurement, eVestment Analytics, Zephyr StyleADVISOR, Advent Axys, PMAPS, Thomson TPA, Thomson Baseline, Callan PEP, Mercer MPA, Microsoft Excel, Microsoft PowerPoint, Wilshire Atlas, Wilshire Pension..., Wilshire Compass, Investment Management, Hedge Funds, Portfolio Management
Education
University of California, Riverside 1998 — 2002
B.S., Business Administration, Concentration in Finance
Bryce Popoff Bryce Popoff's Wilshire Associates Experience January 2004 - September 2004
Job Director, Investment Management at Western National Properties
Industry Real Estate
Experience
Western National Group July 2015 - Present
Prologis July 2012 - July 2015
Liquid Realty Partners January 2007 - July 2012
Citco Fund Services September 2004 - December 2006
Wilshire Associates January 2004 - September 2004
Smith Advisors- GR Capital Management September 2002 - June 2003
Sperry Van Ness June 2001 - December 2001
Skills
Private Equity, Real Estate Private..., Financial Modeling, Real Estate, Financial Analysis, Portfolio Management, Real Estate Finance, Investor Relations, Accounting, Asset Managment, Hedge Funds, Real Estate Economics, Investment Strategies, Big Data, Data Analysis, PowerPivot, Microsoft Excel, Microsoft Word, PowerPoint, Asset Management, Mutual Funds, Valuation
Education
University of California, Santa Barbara 1999 — 2003
BA, Economics
Edison High School
Western National Group July 2015 - Present
Prologis July 2012 - July 2015
Liquid Realty Partners January 2007 - July 2012
Citco Fund Services September 2004 - December 2006
Wilshire Associates January 2004 - September 2004
Smith Advisors- GR Capital Management September 2002 - June 2003
Sperry Van Ness June 2001 - December 2001
Skills
Private Equity, Real Estate Private..., Financial Modeling, Real Estate, Financial Analysis, Portfolio Management, Real Estate Finance, Investor Relations, Accounting, Asset Managment, Hedge Funds, Real Estate Economics, Investment Strategies, Big Data, Data Analysis, PowerPivot, Microsoft Excel, Microsoft Word, PowerPoint, Asset Management, Mutual Funds, Valuation
Education
University of California, Santa Barbara 1999 — 2003
BA, Economics
Edison High School
Kristin Borelli Kristin Borelli's Wilshire Associates Experience January 2009 - October 2009
Job Account Manager at Hay Group
Industry Management Consulting
Experience
Hay Group January 2011 - Present
SEI Investments January 2010 - January 2011
Wilshire Associates January 2009 - October 2009
PNC Financial Services Group February 2008 - September 2008
Skills
Data Analysis, Talent Management, Market Research, Financial Analysis, Strategic Planning, Due Diligence, Financial Services, Consulting, Analytics, Human Resources, Organizational..., Analysis, Management Consulting
Education
University of Pittsburgh 2003 — 2007
B.S.B.A., Finance, Marketing
Hay Group January 2011 - Present
SEI Investments January 2010 - January 2011
Wilshire Associates January 2009 - October 2009
PNC Financial Services Group February 2008 - September 2008
Skills
Data Analysis, Talent Management, Market Research, Financial Analysis, Strategic Planning, Due Diligence, Financial Services, Consulting, Analytics, Human Resources, Organizational..., Analysis, Management Consulting
Education
University of Pittsburgh 2003 — 2007
B.S.B.A., Finance, Marketing
Hilarie C. Green, CFA Hilarie C. Green, CFA's Wilshire Associates Experience 1998 - 2011
Job Chief Operating Officer at Savos Investments
Industry Financial Services
Experience
Savos Investments 2015 - Present
Aspiriant 2012 - 2015
Wilshire Associates 1998 - 2011
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Investments, Equities, Fixed Income, Risk Analytics, Performance Measurement, Asset Management, Investment Management, Institutional..., Portfolio Management, Attribution, Fund Analysis, Investment Policy, Client Service, Product Management, Pension Funds, Endowments, Foundations, Analytics, Benchmarking, Performance Reporting, Global Investment..., Investment Strategies
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
Plattsburgh College, State University of New York
BS, Biochemistry/Biophysics
Savos Investments 2015 - Present
Aspiriant 2012 - 2015
Wilshire Associates 1998 - 2011
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Investments, Equities, Fixed Income, Risk Analytics, Performance Measurement, Asset Management, Investment Management, Institutional..., Portfolio Management, Attribution, Fund Analysis, Investment Policy, Client Service, Product Management, Pension Funds, Endowments, Foundations, Analytics, Benchmarking, Performance Reporting, Global Investment..., Investment Strategies
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
Plattsburgh College, State University of New York
BS, Biochemistry/Biophysics
Alex Ford's Wilshire Associates Experience January 2015 - Present
Job Senior Associate at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates January 2015 - Present
Wilshire Associates January 2012 - December 2014
Wilshire Associates August 2010 - December 2011
Wilshire Associates June 2008 - August 2010
UBS Financial Services September 2007 - May 2008
Skills
Investments, Finance, Equities, Financial Modeling, Portfolio Management, Mutual Funds, Analysis, Fixed Income, Valuation, Alternative Investments, Private Equity, Asset Management, Financial Analysis, Asset Allocation, Capital Markets, Due Diligence, Research, Wilshire Compass, Equity Research
Education
University of Denver - Daniels College of Business 2014 — 2016
Master of Business Administration (MBA)
University of Colorado Boulder - Leeds School of Business 2003 — 2008
BSBA, Finance
Wilshire Associates January 2015 - Present
Wilshire Associates January 2012 - December 2014
Wilshire Associates August 2010 - December 2011
Wilshire Associates June 2008 - August 2010
UBS Financial Services September 2007 - May 2008
Skills
Investments, Finance, Equities, Financial Modeling, Portfolio Management, Mutual Funds, Analysis, Fixed Income, Valuation, Alternative Investments, Private Equity, Asset Management, Financial Analysis, Asset Allocation, Capital Markets, Due Diligence, Research, Wilshire Compass, Equity Research
Education
University of Denver - Daniels College of Business 2014 — 2016
Master of Business Administration (MBA)
University of Colorado Boulder - Leeds School of Business 2003 — 2008
BSBA, Finance
Jeffrey So Jeffrey So's Wilshire Associates Experience January 2011 - Present
Job Vice President at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates January 2011 - Present
Wilshire Associates December 2006 - December 2010
Wilshire Associates December 2003 - December 2006
Wilshire Associates December 2001 - December 2003
Wilshire Associates March 2000 - December 2001
Wilshire Associates March 1999 - March 2000
University of California, Riverside 1998 - 1998
Nextel 1998 - 1998
University of California, Riverside 1997 - 1997
Skills
Fixed Income, Analytics, Performance Attribution, Credit Derivatives, Bloomberg, Hedge Funds, Asset Management, Portfolio Management, Risk Management, Asset Allocation, Fixed Income Analysis, Alternative Investments, Financial Modeling, Investments, Equities, Mutual Funds, Derivatives, Investment Management, CRM, Capital Markets, Securities, Bonds, Quantitative Finance, Valuation, Investment Strategies, Market Risk, Quantitative Analytics, Equity Derivatives, Equity Research, Fund Of Funds, Options, Bloomberg Terminal, Financial Markets, Private Equity, Portfolio Optimization, Hedging, Trading, Institutional..., Trading Systems, Emerging Markets, FX Options, Investment Advisory
Education
University of California, Riverside 1994 — 1998
BS, Business Administration, MIS
Wilshire Associates January 2011 - Present
Wilshire Associates December 2006 - December 2010
Wilshire Associates December 2003 - December 2006
Wilshire Associates December 2001 - December 2003
Wilshire Associates March 2000 - December 2001
Wilshire Associates March 1999 - March 2000
University of California, Riverside 1998 - 1998
Nextel 1998 - 1998
University of California, Riverside 1997 - 1997
Skills
Fixed Income, Analytics, Performance Attribution, Credit Derivatives, Bloomberg, Hedge Funds, Asset Management, Portfolio Management, Risk Management, Asset Allocation, Fixed Income Analysis, Alternative Investments, Financial Modeling, Investments, Equities, Mutual Funds, Derivatives, Investment Management, CRM, Capital Markets, Securities, Bonds, Quantitative Finance, Valuation, Investment Strategies, Market Risk, Quantitative Analytics, Equity Derivatives, Equity Research, Fund Of Funds, Options, Bloomberg Terminal, Financial Markets, Private Equity, Portfolio Optimization, Hedging, Trading, Institutional..., Trading Systems, Emerging Markets, FX Options, Investment Advisory
Education
University of California, Riverside 1994 — 1998
BS, Business Administration, MIS
Paul Abdenour's Wilshire Associates Experience February 2013 - Present
Job Vice President Business Development
Industry Financial Services
Experience
Wilshire Associates February 2013 - Present
Clark Capital Management Group July 2009 - February 2013
Global Capital Management January 2009 - June 2009
UBS September 2006 - December 2008
Zacks Investment Management June 2005 - September 2006
Zacks Investment Research October 2001 - June 2005
Marcus Evans August 2001 - October 2001
Skills
Territory Planning, Direct Marketing, Key Account Development, Business Development, Managed Money, Asset Allocation, Asset Managment, Investments, Investment Strategies, Financial Advisory, Strategic Financial..., Investment Management, Series 7, Investment Advisory, Wealth Management, Retirement, Retirement Planning, Alternative Investments
Education
University of Michigan 1997 — 2001
Organizational Studies, HIstory
Brother Rice 1993 — 1997
Wilshire Associates February 2013 - Present
Clark Capital Management Group July 2009 - February 2013
Global Capital Management January 2009 - June 2009
UBS September 2006 - December 2008
Zacks Investment Management June 2005 - September 2006
Zacks Investment Research October 2001 - June 2005
Marcus Evans August 2001 - October 2001
Skills
Territory Planning, Direct Marketing, Key Account Development, Business Development, Managed Money, Asset Allocation, Asset Managment, Investments, Investment Strategies, Financial Advisory, Strategic Financial..., Investment Management, Series 7, Investment Advisory, Wealth Management, Retirement, Retirement Planning, Alternative Investments
Education
University of Michigan 1997 — 2001
Organizational Studies, HIstory
Brother Rice 1993 — 1997
Carmen Gunther, CFA, CFP, RLP, CDFA Carmen Gunther, CFA, CFP, RLP, CDFA's Wilshire Associates Experience August 1988 - December 1991
Job Financial Advisor, Relationship Builder, Revenue Generator
Industry Financial Services
Experience
Bloom Financial Solutions, LLC September 2012 - August 2013
Mosaic Financial Partners October 2007 - October 2011
Barclays Global Investors November 1999 - May 2006
BARRA Strategic Consulting Group February 1997 - August 1998
Liberty Investment Management November 1993 - February 1997
Fluor Corporation January 1992 - October 1993
Wilshire Associates August 1988 - December 1991
UCLA Central Ticket Office 1983 - 1985
Skills
Investment Management, Investment Strategies, Asset Allocation, Wealth, Investments, Asset Management, Estate Planning, Wealth Management, Retirement Planning, Investment Advisory, Financial Goals, Financial Advisory, Financial Services, Finance, Retirement, Strategic Planning, Strategic Financial..., Insurance, CRM, Tax, Financial Planners, Team Leadership, Certified Financial..., Certified Divorce..., Chartered Financial..., Life Transitions, Mediation, Life Coaching, Relationship Building, Consultative Selling
Education
University of California, Los Angeles 1983 — 1985
Bachelor of Arts, Economics/Accounting, GPA 3.6/4.0
Bloom Financial Solutions, LLC September 2012 - August 2013
Mosaic Financial Partners October 2007 - October 2011
Barclays Global Investors November 1999 - May 2006
BARRA Strategic Consulting Group February 1997 - August 1998
Liberty Investment Management November 1993 - February 1997
Fluor Corporation January 1992 - October 1993
Wilshire Associates August 1988 - December 1991
UCLA Central Ticket Office 1983 - 1985
Skills
Investment Management, Investment Strategies, Asset Allocation, Wealth, Investments, Asset Management, Estate Planning, Wealth Management, Retirement Planning, Investment Advisory, Financial Goals, Financial Advisory, Financial Services, Finance, Retirement, Strategic Planning, Strategic Financial..., Insurance, CRM, Tax, Financial Planners, Team Leadership, Certified Financial..., Certified Divorce..., Chartered Financial..., Life Transitions, Mediation, Life Coaching, Relationship Building, Consultative Selling
Education
University of California, Los Angeles 1983 — 1985
Bachelor of Arts, Economics/Accounting, GPA 3.6/4.0
Alex Kaye, CFA Alex Kaye, CFA's Wilshire Associates Experience 2007 - 2010
Job Head of Research at McMorgan & Company
Industry Investment Management
Experience
McMorgan & Company 2014 - Present
Credit Suisse 2011 - 2013
Wilshire Associates 2007 - 2010
Ibbotson Associates 2004 - 2007
UBS Global Asset Management 1997 - 2003
Skills
Chartered Finacial..., Series 7, Series 66, Asset Allocation, Portfolio Management, Due Diligence, Investments, Institutional..., Investment Strategies, Financial Advisory, Alternative Investments, Fixed Income, Finance, Investment Management, Equities, Asset Management
Education
University of Iowa 1988 — 1991
BBA, Finance
McMorgan & Company 2014 - Present
Credit Suisse 2011 - 2013
Wilshire Associates 2007 - 2010
Ibbotson Associates 2004 - 2007
UBS Global Asset Management 1997 - 2003
Skills
Chartered Finacial..., Series 7, Series 66, Asset Allocation, Portfolio Management, Due Diligence, Investments, Institutional..., Investment Strategies, Financial Advisory, Alternative Investments, Fixed Income, Finance, Investment Management, Equities, Asset Management
Education
University of Iowa 1988 — 1991
BBA, Finance
Michelle Conti Michelle Conti's Wilshire Associates Experience October 2012 - May 2015
Job Senior Investment Analyst at Towers Watson
Industry Financial Services
Experience
Towers Watson May 2015 - Present
Wilshire Associates October 2012 - May 2015
Metro Benefits Incorporated September 2011 - October 2012
Education
University of Pittsburgh 2007 — 2011
Bachelor's Degree, Actuarial Science
Towers Watson May 2015 - Present
Wilshire Associates October 2012 - May 2015
Metro Benefits Incorporated September 2011 - October 2012
Education
University of Pittsburgh 2007 — 2011
Bachelor's Degree, Actuarial Science
Eugene Oh's Wilshire Associates Experience June 2005 - August 2009
Job Co Founder & Director of Business Development at Grrithm
Industry Management Consulting
Experience
Grr-ithm April 2015 - Present
Brightside Power August 2012 - April 2015
Mr. Brightside & Associates March 2010 - April 2015
Wilshire Associates June 2005 - August 2009
RAYTHEON - FINANCE DIVISION June 2004 - September 2004
NEW YORK LIFE May 2003 - May 2004
Skills
Finance, Management Consulting, Start-ups, Project Management, Management, Entrepreneurship, Sales Management, Marketing, Marketing Strategy, SaaS, Sales, Asset Management, Portfolio Management, Competitive Analysis, Investments, Strategy, Analysis, Mergers & Acquisitions, Consulting, Banking, Business Development, Training, Business Strategy, Financial Analysis
Education
UCLA 2001 — 2004
B.A, Economics
University of California, Los Angeles 2000 — 2004
BA, Economics
Grr-ithm April 2015 - Present
Brightside Power August 2012 - April 2015
Mr. Brightside & Associates March 2010 - April 2015
Wilshire Associates June 2005 - August 2009
RAYTHEON - FINANCE DIVISION June 2004 - September 2004
NEW YORK LIFE May 2003 - May 2004
Skills
Finance, Management Consulting, Start-ups, Project Management, Management, Entrepreneurship, Sales Management, Marketing, Marketing Strategy, SaaS, Sales, Asset Management, Portfolio Management, Competitive Analysis, Investments, Strategy, Analysis, Mergers & Acquisitions, Consulting, Banking, Business Development, Training, Business Strategy, Financial Analysis
Education
UCLA 2001 — 2004
B.A, Economics
University of California, Los Angeles 2000 — 2004
BA, Economics
Mannik Dhillon, CFA, CAIA's Wilshire Associates Experience February 2010 - January 2015
Job Head of Product Development & Strategy at Victory Capital
Industry Investment Management
Experience
Victory Capital January 2015 - Present
Wilshire Associates February 2010 - January 2015
Hewitt Associates/Hewitt Investment Group June 2001 - January 2010
Skills
Equities, Fixed Income, Asset Managment, Manager Selection, Asset Allocation, Management, Alternative Investments, Hedge Funds, Portfolio Management, Investment Management, Investments, Emerging Markets, Pensions, Series 63, Retirement, Capital Markets, Institutional..., Financial Services, Investment Advisory, Fund Of Funds, Asset Management, Options, Mutual Funds, Finance, Bloomberg, Chartered Financial..., Investment Strategies, Equity Research, Pension Funds, Defined Benefit, Frontier Markets, International Equity, Global Equity, Liquid Alternatives, Fiduciary Services, Broker-Dealer, Institutional Consulting, Defined Contribution, Due Diligence, Securities, Strategy
Education
University of Georgia - Terry College of Business
BBA, Finance
CFA Institute
CFA Charterholder
CAIA Association
CAIA Charterholder
Victory Capital January 2015 - Present
Wilshire Associates February 2010 - January 2015
Hewitt Associates/Hewitt Investment Group June 2001 - January 2010
Skills
Equities, Fixed Income, Asset Managment, Manager Selection, Asset Allocation, Management, Alternative Investments, Hedge Funds, Portfolio Management, Investment Management, Investments, Emerging Markets, Pensions, Series 63, Retirement, Capital Markets, Institutional..., Financial Services, Investment Advisory, Fund Of Funds, Asset Management, Options, Mutual Funds, Finance, Bloomberg, Chartered Financial..., Investment Strategies, Equity Research, Pension Funds, Defined Benefit, Frontier Markets, International Equity, Global Equity, Liquid Alternatives, Fiduciary Services, Broker-Dealer, Institutional Consulting, Defined Contribution, Due Diligence, Securities, Strategy
Education
University of Georgia - Terry College of Business
BBA, Finance
CFA Institute
CFA Charterholder
CAIA Association
CAIA Charterholder
Michele James Roberts Michele James Roberts's Wilshire Associates Experience April 1998 - December 1998
Job Owner/President at Total Accounting and Bookkeeping Services
Industry Accounting
Experience
Total Accounting and Bookkeeping Services March 2012 - Present
Interactive Data Corporation (CMS BondEdge) January 2004 - March 2012
Thrower and Associates 1999 - 2002
Wilshire Associates April 1998 - December 1998
Turner Broadcasting 1995 - 1997
Ernst & Young June 1993 - October 1995
Skills
Accounting, General Ledger, Auditing, Accounts Payable, Financial Reporting, Financial Analysis, Strategic Financial..., Accounts Receivable, Payroll, Financial Modeling, Revenue Recognition, Financial Forecasting, Sarbanes-Oxley, Career Counseling, Revenue Forecasting, Revenue Modeling, Software Industry, Spanish-speaking, Landlord, Non-profits, Motivation, QuickBooks, ProAdvisor, Sarbanes-Oxley Act, Finance, Management, Bookkeeping, Financial Statements, Analysis, Account Reconciliation, Corporate Finance, Cash Flow, Nonprofits, Financial Planning, Forecasting, Budgets, Landlords, Cash Flow Forecasting, Managerial Finance, Variance Analysis, CPA, Tax Preparation, Small Business, Strategy, SEC filings, Microsoft Excel, Financial Accounting, Leadership, Strategic Planning, Internal Controls
Education
University of Southern California 1991 — 1993
B.S., Accounting
Total Accounting and Bookkeeping Services March 2012 - Present
Interactive Data Corporation (CMS BondEdge) January 2004 - March 2012
Thrower and Associates 1999 - 2002
Wilshire Associates April 1998 - December 1998
Turner Broadcasting 1995 - 1997
Ernst & Young June 1993 - October 1995
Skills
Accounting, General Ledger, Auditing, Accounts Payable, Financial Reporting, Financial Analysis, Strategic Financial..., Accounts Receivable, Payroll, Financial Modeling, Revenue Recognition, Financial Forecasting, Sarbanes-Oxley, Career Counseling, Revenue Forecasting, Revenue Modeling, Software Industry, Spanish-speaking, Landlord, Non-profits, Motivation, QuickBooks, ProAdvisor, Sarbanes-Oxley Act, Finance, Management, Bookkeeping, Financial Statements, Analysis, Account Reconciliation, Corporate Finance, Cash Flow, Nonprofits, Financial Planning, Forecasting, Budgets, Landlords, Cash Flow Forecasting, Managerial Finance, Variance Analysis, CPA, Tax Preparation, Small Business, Strategy, SEC filings, Microsoft Excel, Financial Accounting, Leadership, Strategic Planning, Internal Controls
Education
University of Southern California 1991 — 1993
B.S., Accounting
Ben Corser Ben Corser's Wilshire Associates Experience 2015 - Present
Job Funds Management Group Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates 2015 - Present
Western Asset Management 2008 - 2011
Indymac Bank 2006 - 2008
Skills
Investment Writing, Management, Microsoft Excel, Microsoft Word, Microsoft Office, Asset Management, Financial Analysis, Equities, Securities, Investments, Portfolio Management, Bloomberg, Fixed Income
Education
University of Portland
Finance, Finance and Economics
Wilshire Associates 2015 - Present
Western Asset Management 2008 - 2011
Indymac Bank 2006 - 2008
Skills
Investment Writing, Management, Microsoft Excel, Microsoft Word, Microsoft Office, Asset Management, Financial Analysis, Equities, Securities, Investments, Portfolio Management, Bloomberg, Fixed Income
Education
University of Portland
Finance, Finance and Economics
Minyoung Kim Minyoung Kim's Wilshire Associates Experience September 2002 - April 2005
Job Sr. Financial Analyst
Industry Information Technology and Services
Experience
Ingram Micro June 2013 - Present
Baker Hughes June 2011 - June 2013
Baker Hughes November 2009 - January 2011
Affinity Media April 2008 - November 2009
Oakley June 2007 - April 2008
Affinity Media November 2005 - June 2007
Wilshire Associates September 2002 - April 2005
Education
University of California, Los Angeles Extension 2007 — 2009
Accounting Certificate
University of California, San Diego Extension 2000 — 2002
Business Certificate
University of California, San Diego 1998 — 2002
Bachelor of Arts, Economics
Ingram Micro June 2013 - Present
Baker Hughes June 2011 - June 2013
Baker Hughes November 2009 - January 2011
Affinity Media April 2008 - November 2009
Oakley June 2007 - April 2008
Affinity Media November 2005 - June 2007
Wilshire Associates September 2002 - April 2005
Education
University of California, Los Angeles Extension 2007 — 2009
Accounting Certificate
University of California, San Diego Extension 2000 — 2002
Business Certificate
University of California, San Diego 1998 — 2002
Bachelor of Arts, Economics
Jody Foulks Chambers Jody Foulks Chambers's Wilshire Associates Experience August 1995 - August 1997
Job Partnership and Business Developement
Industry Internet
Experience
Scredible PLC January 2015 - Present
JFC Equity 2011 - Present
Stratevie Media, LLC November 2011 - December 2012
Shoreline Partners, LLC March 1999 - October 2008
Private Capital Clearinghouse, Inc. August 1997 - February 1998
Wilshire Associates August 1995 - August 1997
RXR Capital Management, Inc. April 1994 - December 1994
Monmouth Capital Management, Inc. May 1992 - November 1993
Harris Trust and Savings Bank November 1983 - April 1992
Skills
Strategy, Mergers & Acquisitions, Start-ups, Business Development, Finance, Mergers, Private Equity, Investment Banking, Financial Analysis, Strategic Partnerships, Venture Capital, Financial Modeling, Entrepreneurship, Management, Strategic Planning, Management Consulting, Financial Services, Due Diligence, Analytics, Marketing, Risk Management, Executive Management, Corporate Development, Corporate Finance, Competitive Analysis, Business Strategy, Valuation, Foreign Exchange..., Managed Futures
Education
University of Colorado at Boulder - Leeds School of Business
BS in Business Administration, Finance and International Business
Scredible PLC January 2015 - Present
JFC Equity 2011 - Present
Stratevie Media, LLC November 2011 - December 2012
Shoreline Partners, LLC March 1999 - October 2008
Private Capital Clearinghouse, Inc. August 1997 - February 1998
Wilshire Associates August 1995 - August 1997
RXR Capital Management, Inc. April 1994 - December 1994
Monmouth Capital Management, Inc. May 1992 - November 1993
Harris Trust and Savings Bank November 1983 - April 1992
Skills
Strategy, Mergers & Acquisitions, Start-ups, Business Development, Finance, Mergers, Private Equity, Investment Banking, Financial Analysis, Strategic Partnerships, Venture Capital, Financial Modeling, Entrepreneurship, Management, Strategic Planning, Management Consulting, Financial Services, Due Diligence, Analytics, Marketing, Risk Management, Executive Management, Corporate Development, Corporate Finance, Competitive Analysis, Business Strategy, Valuation, Foreign Exchange..., Managed Futures
Education
University of Colorado at Boulder - Leeds School of Business
BS in Business Administration, Finance and International Business
Jim Patricelli's Wilshire Associates Experience October 1990 - April 1991
Job Managing Partner at Lakeview Capital Advisors
Industry Investment Management
Experience
Lakeview Capital Advisors 2013 - Present
Lombard Odier Asset Mgmt October 2007 - October 2011
Pequot Capital September 2001 - September 2007
Deutsche Bank Securities September 1999 - August 2001
Wessels Arnold & Henderson December 1996 - August 1999
Adams Harkness & Hill January 1996 - November 1996
Volpe Welty & Company October 1992 - December 1995
Fisher Investments April 1991 - October 1992
Wilshire Associates October 1990 - April 1991
Skills
Hedge Funds, Portfolio Management, Investments, Asset Management, Buy-side, Asset Managment, Sell Side, Equities, Corporate Development, Equity Research, Valuation, Capital Markets, Alternative Investments, Bloomberg, Equity Valuation, Private Equity, Investment Management, Investment Banking, Emerging Markets, Fixed Income, Asset Allocation, Trading, Equity Trading, Options, Investment Strategies, Securities, Mutual Funds, Investor Relations, Equity Derivatives, Venture Capital, Bonds, Derivatives, Financial Markets, Structured Products, Investment Advisory
Education
University of Oregon - Charles H. Lundquist College of Business 1986 — 1990
BS, Finance & Marketing
Lakeview Capital Advisors 2013 - Present
Lombard Odier Asset Mgmt October 2007 - October 2011
Pequot Capital September 2001 - September 2007
Deutsche Bank Securities September 1999 - August 2001
Wessels Arnold & Henderson December 1996 - August 1999
Adams Harkness & Hill January 1996 - November 1996
Volpe Welty & Company October 1992 - December 1995
Fisher Investments April 1991 - October 1992
Wilshire Associates October 1990 - April 1991
Skills
Hedge Funds, Portfolio Management, Investments, Asset Management, Buy-side, Asset Managment, Sell Side, Equities, Corporate Development, Equity Research, Valuation, Capital Markets, Alternative Investments, Bloomberg, Equity Valuation, Private Equity, Investment Management, Investment Banking, Emerging Markets, Fixed Income, Asset Allocation, Trading, Equity Trading, Options, Investment Strategies, Securities, Mutual Funds, Investor Relations, Equity Derivatives, Venture Capital, Bonds, Derivatives, Financial Markets, Structured Products, Investment Advisory
Education
University of Oregon - Charles H. Lundquist College of Business 1986 — 1990
BS, Finance & Marketing
Erik Wissig, CFA Erik Wissig, CFA's Wilshire Associates Experience September 1999 - May 2000
Job CFO at Hixme
Industry Investment Banking
Experience
Hixme January 2014 - Present
Nationwide Medical, Inc. June 2010 - December 2013
Duff & Phelps April 2006 - February 2010
BDO Seidman, LLP April 2005 - April 2006
Duff & Phelps May 2000 - April 2005
Wilshire Associates September 1999 - May 2000
Fidelity Investments November 1998 - September 1999
Skills
Financial Modeling, Equities, Mergers & Acquisitions, Fundamental Analysis, Due Diligence, Financial Reporting, Valuation, Litigation, Securities, Corporate Finance, Business Development, Project Management, Asset Management, Portfolio Management, Investment Banking
Education
University of California, Santa Barbara
B.A, Business Economics and German
Hixme January 2014 - Present
Nationwide Medical, Inc. June 2010 - December 2013
Duff & Phelps April 2006 - February 2010
BDO Seidman, LLP April 2005 - April 2006
Duff & Phelps May 2000 - April 2005
Wilshire Associates September 1999 - May 2000
Fidelity Investments November 1998 - September 1999
Skills
Financial Modeling, Equities, Mergers & Acquisitions, Fundamental Analysis, Due Diligence, Financial Reporting, Valuation, Litigation, Securities, Corporate Finance, Business Development, Project Management, Asset Management, Portfolio Management, Investment Banking
Education
University of California, Santa Barbara
B.A, Business Economics and German
Rebecca Quijano's Wilshire Associates Experience July 2012 - Present
Job Associate at Wilshire Advisor Solutions
Industry Financial Services
Experience
Wilshire Associates July 2012 - Present
Cambridge Investment Research, Inc. October 2010 - July 2012
ING Financial Partners October 2009 - September 2010
Tiberi Financial Services December 2007 - October 2009
Skills
Financial Advisory, Retirement, Asset Management, Social Media, Series 7, Series 63, Retirement Planning, Business Coaching, Financial Services, Social Media Marketing, Marketing, Securities, Business Development, Mutual Funds, Digital Media
Education
University of Illinois at Chicago 2003 — 2007
Bachelor's, English, American Literature
Wilshire Associates July 2012 - Present
Cambridge Investment Research, Inc. October 2010 - July 2012
ING Financial Partners October 2009 - September 2010
Tiberi Financial Services December 2007 - October 2009
Skills
Financial Advisory, Retirement, Asset Management, Social Media, Series 7, Series 63, Retirement Planning, Business Coaching, Financial Services, Social Media Marketing, Marketing, Securities, Business Development, Mutual Funds, Digital Media
Education
University of Illinois at Chicago 2003 — 2007
Bachelor's, English, American Literature
Russ Walker Russ Walker's Wilshire Associates Experience October 1988 - Present
Job Vice President at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates October 1988 - Present
UCLA September 1985 - April 1988
Skills
Alternative Investments, Fixed Income, Risk Analysis, Asset Allocation, Performance Attribution, Asset Management, Derivatives, Bonds, Equities, Portfolio Management, High Yield, Fund Of Funds, Bloomberg, Investment Management, Performance Measurement, Investment Research, Fixed Income Analysis, Portfolio Assessment, Equity Research, Spanish, Wilshire Compass, Wilshire Axiom, Wilshire Atlas, Wilshire Co-opWorks
Education
UCLA 1985 — 1988
University of Pittsburgh 1982 — 1985
Bachelor of Arts (B.A.), Hispanic and Latin American Languages, Literatures, and Linguistics, General
Wilshire Associates October 1988 - Present
UCLA September 1985 - April 1988
Skills
Alternative Investments, Fixed Income, Risk Analysis, Asset Allocation, Performance Attribution, Asset Management, Derivatives, Bonds, Equities, Portfolio Management, High Yield, Fund Of Funds, Bloomberg, Investment Management, Performance Measurement, Investment Research, Fixed Income Analysis, Portfolio Assessment, Equity Research, Spanish, Wilshire Compass, Wilshire Axiom, Wilshire Atlas, Wilshire Co-opWorks
Education
UCLA 1985 — 1988
University of Pittsburgh 1982 — 1985
Bachelor of Arts (B.A.), Hispanic and Latin American Languages, Literatures, and Linguistics, General
Kathleen Stevens Kathleen Stevens's Wilshire Associates Experience September 1995 - June 2002
Job Director of Development at The QGroup/Institute for Quantitative Research in Finance
Industry Investment Management
Experience
The Q-Group/Institute for Quantitative Research in Finance December 2008 - Present
Wilshire Associates September 1995 - June 2002
Institutional Investor January 1993 - November 1994
Investment Management Institute July 1989 - December 1992
Morgan Stanley & Company October 1985 - May 1989
Skills
Institutional Sales, Investment Advisory, Alternative Investments, Series 63, Electronic Trading, High Yield, Finance, Structured Finance, CRM, Financial Services, Marketing, ETFs, Economics, Analytics, Program Management, Analysis, Options, Hedge Funds
Education
University of Richmond - Robins School of Business
B.S., Business Administration
montgomery high school
The Q-Group/Institute for Quantitative Research in Finance December 2008 - Present
Wilshire Associates September 1995 - June 2002
Institutional Investor January 1993 - November 1994
Investment Management Institute July 1989 - December 1992
Morgan Stanley & Company October 1985 - May 1989
Skills
Institutional Sales, Investment Advisory, Alternative Investments, Series 63, Electronic Trading, High Yield, Finance, Structured Finance, CRM, Financial Services, Marketing, ETFs, Economics, Analytics, Program Management, Analysis, Options, Hedge Funds
Education
University of Richmond - Robins School of Business
B.S., Business Administration
montgomery high school
Christopher Connolly Christopher Connolly's Wilshire Associates Experience June 2015 - Present
Job Private Markets Analyst at Wilshire Associates
Industry Venture Capital & Private Equity
Experience
Wilshire Associates June 2015 - Present
The Hillman Company May 2014 - June 2015
BNY Mellon May 2013 - August 2013
Merrill Lynch August 2012 - December 2012
Penske Truck Leasing May 2012 - August 2012
Griffin Financial Group April 2011 - August 2011
Skills
Financial Analysis, Management, Analysis, Microsoft Excel, Private Equity, Access, Microsoft Office, Real Estate Private..., Salesforce.com, Excel, Market Research, Strategic Leadership, Teamwork, Sales, Financial Modeling, Alternative Investments, Investment Advisory, PowerPoint, Finance, Microsoft Word, Public Speaking
Education
University of Pittsburgh 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Cum Laude, with Distinction
Wilson High School 2007 — 2010
Wilshire Associates June 2015 - Present
The Hillman Company May 2014 - June 2015
BNY Mellon May 2013 - August 2013
Merrill Lynch August 2012 - December 2012
Penske Truck Leasing May 2012 - August 2012
Griffin Financial Group April 2011 - August 2011
Skills
Financial Analysis, Management, Analysis, Microsoft Excel, Private Equity, Access, Microsoft Office, Real Estate Private..., Salesforce.com, Excel, Market Research, Strategic Leadership, Teamwork, Sales, Financial Modeling, Alternative Investments, Investment Advisory, PowerPoint, Finance, Microsoft Word, Public Speaking
Education
University of Pittsburgh 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Cum Laude, with Distinction
Wilson High School 2007 — 2010
Sharon Riley Sharon Riley's Wilshire Associates Experience May 2004 - Present
Job Vice President at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates May 2004 - Present
Janus Capital Group March 1997 - May 2004
Skills
Financial Services, Marketing Strategy, Team Leadership, Project Management, Project Planning, Web Project Management, Advertising, Corporate Events, Institutional..., Client Relations, Business Development, Proposal Writing, Mutual Funds, Pension Funds, Alternative Investments, Endowments, Foundations, Event Planning, Event Management
Education
University of Colorado Boulder 1992 — 1996
BA, Biology
Wilshire Associates May 2004 - Present
Janus Capital Group March 1997 - May 2004
Skills
Financial Services, Marketing Strategy, Team Leadership, Project Management, Project Planning, Web Project Management, Advertising, Corporate Events, Institutional..., Client Relations, Business Development, Proposal Writing, Mutual Funds, Pension Funds, Alternative Investments, Endowments, Foundations, Event Planning, Event Management
Education
University of Colorado Boulder 1992 — 1996
BA, Biology
Kristina Rioux Kristina Rioux's Wilshire Associates Experience April 2013 - August 2014
Job Investment Analyst at Hawthorn PNC
Industry Financial Services
Experience
PNC August 2014 - Present
Wilshire Associates April 2013 - August 2014
Wilshire Associates May 2011 - April 2012
Sinclair Broadcast Group May 2011 - August 2011
Skills
Bloomberg Terminal, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Salesforce.com, Preqin, S&P Money Market..., Business Development, Private Equity, Venture Capital, Investments, Portfolio Management, Market Research, Financial Analysis, Leadership, Marketing, Financial Services, Teamwork, Research
Education
University of Pittsburgh 2008 — 2013
B.S.B.A.-Finance and Marketing, Economics Minor
Shattuck St-Mary's School 2006 — 2008
Lower Canada College 2000 — 2006
PNC August 2014 - Present
Wilshire Associates April 2013 - August 2014
Wilshire Associates May 2011 - April 2012
Sinclair Broadcast Group May 2011 - August 2011
Skills
Bloomberg Terminal, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Salesforce.com, Preqin, S&P Money Market..., Business Development, Private Equity, Venture Capital, Investments, Portfolio Management, Market Research, Financial Analysis, Leadership, Marketing, Financial Services, Teamwork, Research
Education
University of Pittsburgh 2008 — 2013
B.S.B.A.-Finance and Marketing, Economics Minor
Shattuck St-Mary's School 2006 — 2008
Lower Canada College 2000 — 2006
Tamara Christian, CFA Tamara Christian, CFA's Wilshire Associates Experience 1995 - 1998
Job Partner at EdgeLine Capital Partners
Industry Investment Management
Experience
EdgeLine Capital Partners September 2012 - Present
Stone Tower Capital June 2011 - April 2012
Diamond Edge Capital Partners November 2007 - June 2011
Palisades 2004 - 2007
Prudential Equity Group 2002 - 2004
Roxbury Capital Management 1998 - 2002
Wilshire Associates 1995 - 1998
Skills
Hedge Funds, Capital, Asset Management, Alternative Investments, Institutional, Financial Services, Fixed Income, Investment Management, Capital Markets, Private Equity, Emerging Markets, Venture Capital, Fund Of Funds, Securities
Education
University of Southern California 1993 — 1995
University of California, San Diego 1991 — 1993
EdgeLine Capital Partners September 2012 - Present
Stone Tower Capital June 2011 - April 2012
Diamond Edge Capital Partners November 2007 - June 2011
Palisades 2004 - 2007
Prudential Equity Group 2002 - 2004
Roxbury Capital Management 1998 - 2002
Wilshire Associates 1995 - 1998
Skills
Hedge Funds, Capital, Asset Management, Alternative Investments, Institutional, Financial Services, Fixed Income, Investment Management, Capital Markets, Private Equity, Emerging Markets, Venture Capital, Fund Of Funds, Securities
Education
University of Southern California 1993 — 1995
University of California, San Diego 1991 — 1993
John Barbarise John Barbarise's Wilshire Associates Experience January 2012 - March 2013
Job Sales and Trading at The Plaza Marine Group
Industry Oil & Energy
Experience
The Plaza Marine Group January 2014 - Present
Plaza Marine Group March 2013 - December 2013
Wilshire Associates January 2012 - March 2013
Wilshire Associates May 2010 - December 2011
Bloomberg October 2009 - April 2010
Morgan Stanley June 2008 - August 2008
Education
University of South Carolina - The Moore School of Business 2005 — 2009
BS, Finance
The Plaza Marine Group January 2014 - Present
Plaza Marine Group March 2013 - December 2013
Wilshire Associates January 2012 - March 2013
Wilshire Associates May 2010 - December 2011
Bloomberg October 2009 - April 2010
Morgan Stanley June 2008 - August 2008
Education
University of South Carolina - The Moore School of Business 2005 — 2009
BS, Finance
Joshua Emanuel, CFA Joshua Emanuel, CFA's Wilshire Associates Experience May 2015 - Present
Job Chief Investment Officer, Wilshire Funds Management
Industry Financial Services
Experience
Wilshire Associates May 2015 - Present
The Elements Financial Group, LLC April 2010 - Present
Wilshire Associates March 2004 - March 2010
Education
University of Pittsburgh
BSBA, Finance, Accounting
Wilshire Associates May 2015 - Present
The Elements Financial Group, LLC April 2010 - Present
Wilshire Associates March 2004 - March 2010
Education
University of Pittsburgh
BSBA, Finance, Accounting
Hamidreza Hamedtoolloei's Wilshire Associates Experience January 2006 - December 2006
Job Staff Software Engineer at Intuit
Industry Computer Software
Experience
Intuit August 2015 - Present
Intuit April 2012 - Present
Hitachi Data Systems October 2009 - July 2012
Wilshire Associates January 2006 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
University of California, San Diego 2006 — 2008
Master's degree, Computer Science
University of California, San Diego 2003 — 2005
Bachelor's degree, Computer Science
Intuit August 2015 - Present
Intuit April 2012 - Present
Hitachi Data Systems October 2009 - July 2012
Wilshire Associates January 2006 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
University of California, San Diego 2006 — 2008
Master's degree, Computer Science
University of California, San Diego 2003 — 2005
Bachelor's degree, Computer Science
Gene Chuang Gene Chuang's Wilshire Associates Experience 1997 - 1999
Job Technologist and Business Growth Hacker
Industry Internet
Experience
Synctree, Inc. 2014 - Present
MuckerLab 2013 - Present
TWO NIL 2015 - Present
Oversee.net 2012 - 2014
Chegg Inc. 2011 - 2012
AT&T Interactive 2009 - 2011
Yahoo! Search Marketing 2001 - 2009
Kiko.com 1999 - 2001
Wilshire Associates 1997 - 1999
City Of Hope 1996 - 1997
Skills
java, iphone, android, M&A due diligence, Engineering Management, Software Engineering, Ruby on Rails, Hadoop, Mobile Applications, Social Engineering, Social Networking Sites, Yahoo Search Marketing, foosball, iPhone, Java, Cloud Computing, Android, Mobile Devices, Local Search, Due Diligence, M&A experience, Technology Leadership, Technological Innovation, EJB, Weblogic, Java Enterprise Edition, JMS, SOA, Jenkins, Team Leadership, Agile Methodologies, Scalability, Start-ups, Distributed Systems, Perl, Product Management, SEM, Big Data, Scrum, Apache, Open Source, Subversion, PHP, HTML 5, PostgreSQL, MongoDB, Amazon Web Services..., DevOps, HTML5
Education
University of California, Los Angeles 1992 — 1996
BS
West Torrance High School 1988 — 1992
Synctree, Inc. 2014 - Present
MuckerLab 2013 - Present
TWO NIL 2015 - Present
Oversee.net 2012 - 2014
Chegg Inc. 2011 - 2012
AT&T Interactive 2009 - 2011
Yahoo! Search Marketing 2001 - 2009
Kiko.com 1999 - 2001
Wilshire Associates 1997 - 1999
City Of Hope 1996 - 1997
Skills
java, iphone, android, M&A due diligence, Engineering Management, Software Engineering, Ruby on Rails, Hadoop, Mobile Applications, Social Engineering, Social Networking Sites, Yahoo Search Marketing, foosball, iPhone, Java, Cloud Computing, Android, Mobile Devices, Local Search, Due Diligence, M&A experience, Technology Leadership, Technological Innovation, EJB, Weblogic, Java Enterprise Edition, JMS, SOA, Jenkins, Team Leadership, Agile Methodologies, Scalability, Start-ups, Distributed Systems, Perl, Product Management, SEM, Big Data, Scrum, Apache, Open Source, Subversion, PHP, HTML 5, PostgreSQL, MongoDB, Amazon Web Services..., DevOps, HTML5
Education
University of California, Los Angeles 1992 — 1996
BS
West Torrance High School 1988 — 1992
Richard Wun Richard Wun's Wilshire Associates Experience 1997 - 1999
Job Sr Systems Engineer at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company June 2014 - Present
Warner Bros. Advanced Digital Services March 2005 - June 2014
The Walt Disney Company July 2004 - March 2005
Zentropy Partners 1999 - 2003
Wilshire Asscociates, Inc. 1997 - 1999
Wilshire Associates 1997 - 1999
Skills
RHCSA, Linux, Perl, Solaris, Apache, Digital Media, RHCE, Shell Scripting, Agile Methodologies, Digital Asset Management, MySQL, Servers, Virtualization, Web Development
Education
University of California, San Diego 1987 — 1992
The Walt Disney Company June 2014 - Present
Warner Bros. Advanced Digital Services March 2005 - June 2014
The Walt Disney Company July 2004 - March 2005
Zentropy Partners 1999 - 2003
Wilshire Asscociates, Inc. 1997 - 1999
Wilshire Associates 1997 - 1999
Skills
RHCSA, Linux, Perl, Solaris, Apache, Digital Media, RHCE, Shell Scripting, Agile Methodologies, Digital Asset Management, MySQL, Servers, Virtualization, Web Development
Education
University of California, San Diego 1987 — 1992
Stephen Pujol Stephen Pujol's Wilshire Associates Experience October 2013 - June 2014
Job Benefits Consultant at Keating Muething & Klekamp
Industry Human Resources
Experience
Keating Muething & Klekamp September 2014 - Present
Home July 2014 - Present
Wilshire Associates October 2013 - June 2014
between jobs September 2013 - October 2013
Buck Consultants December 1992 - September 2013
Mercer August 1983 - December 1992
Fogle, Sheridan and Associates May 1979 - August 1992
Skills
Defined Benefit, Pensions, Retirement, Employee Benefits, 401k, Benefits, ERISA, Executive Pay, Pension Administration, Defined Contribution, Actuarial Consulting, Retirement Plan..., Actuarial Science, Benefits Administration, Qualified Retirement..., Deferred Compensation, Health Insurance, Pension Funds
Education
University of Illinois at Urbana-Champaign 1973 — 1975
MS, Mathematics
Xavier University 1969 — 1973
BS, Mathematics
Keating Muething & Klekamp September 2014 - Present
Home July 2014 - Present
Wilshire Associates October 2013 - June 2014
between jobs September 2013 - October 2013
Buck Consultants December 1992 - September 2013
Mercer August 1983 - December 1992
Fogle, Sheridan and Associates May 1979 - August 1992
Skills
Defined Benefit, Pensions, Retirement, Employee Benefits, 401k, Benefits, ERISA, Executive Pay, Pension Administration, Defined Contribution, Actuarial Consulting, Retirement Plan..., Actuarial Science, Benefits Administration, Qualified Retirement..., Deferred Compensation, Health Insurance, Pension Funds
Education
University of Illinois at Urbana-Champaign 1973 — 1975
MS, Mathematics
Xavier University 1969 — 1973
BS, Mathematics
Evan Burford's Wilshire Associates Experience July 2011 - October 2012
Job MBA Candidate at the Wharton School
Industry Entertainment
Experience
Sony Pictures Entertainment October 2012 - July 2015
Wilshire Associates July 2011 - October 2012
Skills
Financial Analysis, Financial Modeling, Valuation, Finance, Financial Reporting, Corporate Finance, Microsoft Excel, Data Analysis, Accounting, Research
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (B.A.), Economics
Sony Pictures Entertainment October 2012 - July 2015
Wilshire Associates July 2011 - October 2012
Skills
Financial Analysis, Financial Modeling, Valuation, Finance, Financial Reporting, Corporate Finance, Microsoft Excel, Data Analysis, Accounting, Research
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (B.A.), Economics
Tom Kwong, CFA's Wilshire Associates Experience September 1993 - July 1998
Job Development Manager
Industry Investment Management
Experience
Western Asset December 2002 - Present
Octave Software November 2001 - December 2002
Zeborg June 2000 - November 2001
Yahoo (formerly GoTo.com / Overture Services) July 1998 - July 2000
Wilshire Associates September 1993 - July 1998
Skills
Derivatives, Fixed Income, Electronic Trading, Equities, FX, Trading Systems, Trading, Swaps, Structured Products, Equity Derivatives, Commodities, Bonds, Credit Derivatives, Options, Money Market, Interest Rate..., Bloomberg, Hedging, Market Data, Equity Trading, Portfolio Management, Currency, CDS, Financial Markets, MBS, FX trading, Trading Technology, ABS, ISDA, Straight Through..., Asset Allocation, Commodity, Sybase, FX Options, Software Development, Investments, Order Management, Financial Services, Financial Modeling, Middle Office
Education
University of California, Santa Barbara 1992 — 1993
MS, Computer Science
University of California, Santa Barbara 1990 — 1992
BS, Computer Science
Western Asset December 2002 - Present
Octave Software November 2001 - December 2002
Zeborg June 2000 - November 2001
Yahoo (formerly GoTo.com / Overture Services) July 1998 - July 2000
Wilshire Associates September 1993 - July 1998
Skills
Derivatives, Fixed Income, Electronic Trading, Equities, FX, Trading Systems, Trading, Swaps, Structured Products, Equity Derivatives, Commodities, Bonds, Credit Derivatives, Options, Money Market, Interest Rate..., Bloomberg, Hedging, Market Data, Equity Trading, Portfolio Management, Currency, CDS, Financial Markets, MBS, FX trading, Trading Technology, ABS, ISDA, Straight Through..., Asset Allocation, Commodity, Sybase, FX Options, Software Development, Investments, Order Management, Financial Services, Financial Modeling, Middle Office
Education
University of California, Santa Barbara 1992 — 1993
MS, Computer Science
University of California, Santa Barbara 1990 — 1992
BS, Computer Science
Vince Do's Wilshire Associates Experience November 1994 - February 1998
Job Senior Software Engineer at Pacific Life
Industry Computer Software
Experience
Pacific Life November 2001 - Present
Remote Inventory Systems June 2000 - November 2001
Stellcom September 1999 - June 2000
NRT March 1999 - September 1999
Plaid Brothers March 1998 - March 1999
Wilshire Associates November 1994 - February 1998
Education
University of California, Los Angeles 1987 — 1992
BA
Pacific Life November 2001 - Present
Remote Inventory Systems June 2000 - November 2001
Stellcom September 1999 - June 2000
NRT March 1999 - September 1999
Plaid Brothers March 1998 - March 1999
Wilshire Associates November 1994 - February 1998
Education
University of California, Los Angeles 1987 — 1992
BA
Kevin Chang's Wilshire Associates Experience January 2000 - March 2005
Job
Industry Investment Management
Experience
Western Asset Management April 2010 - Present
Northrop Grumman December 2008 - April 2010
Churchill Pacific Asset Managment July 2007 - February 2008
Western Asset Management Company March 2005 - July 2007
Wilshire Associates January 2000 - March 2005
Skills
Fixed Income, Bloomberg, Equities, Asset Management, Financial Modeling, Valuation, Portfolio Management, Hedge Funds, Investments, Alternative Investments, Financial Analysis, Asset Allocation, Investment Management, Analytics, Emerging Markets, Analysis, Equity Research, Investment Strategies, Bonds, Capital Markets
Education
University of Southern California - Marshall School of Business 2004 — 2007
MBA
University of California at Santa Barbara 1994 — 1999
BA
Western Asset Management April 2010 - Present
Northrop Grumman December 2008 - April 2010
Churchill Pacific Asset Managment July 2007 - February 2008
Western Asset Management Company March 2005 - July 2007
Wilshire Associates January 2000 - March 2005
Skills
Fixed Income, Bloomberg, Equities, Asset Management, Financial Modeling, Valuation, Portfolio Management, Hedge Funds, Investments, Alternative Investments, Financial Analysis, Asset Allocation, Investment Management, Analytics, Emerging Markets, Analysis, Equity Research, Investment Strategies, Bonds, Capital Markets
Education
University of Southern California - Marshall School of Business 2004 — 2007
MBA
University of California at Santa Barbara 1994 — 1999
BA
Erin La's Wilshire Associates Experience September 1998 - August 2005
Job Product Manager at Toyota Financial Services
Industry Financial Services
Experience
Toyota Financial Services October 2008 - Present
Northrop Grumman Corporation August 2005 - September 2008
Wilshire Associates September 1998 - August 2005
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Finance, Investments, Asset Management, Corporate Finance, Program Management, Strategy, Process Improvement, Financial Reporting, Project Management, Microsoft Excel, Management, Analysis, Forecasting, Leadership, Cross-functional Team..., Bloomberg, Valuation
Education
USC Marshall School of Business 2005 — 2008
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
UCLA 1994 — 1998
Bachelor's degree, Economics
Toyota Financial Services October 2008 - Present
Northrop Grumman Corporation August 2005 - September 2008
Wilshire Associates September 1998 - August 2005
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Finance, Investments, Asset Management, Corporate Finance, Program Management, Strategy, Process Improvement, Financial Reporting, Project Management, Microsoft Excel, Management, Analysis, Forecasting, Leadership, Cross-functional Team..., Bloomberg, Valuation
Education
USC Marshall School of Business 2005 — 2008
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
UCLA 1994 — 1998
Bachelor's degree, Economics
Jeffrey Foley's Wilshire Associates Experience November 2010 - November 2013
Job CoOwner at Tempest Freerunning
Industry Financial Services
Experience
Tempest Freerunning October 2013 - Present
Backstop Solutions Group December 2013 - September 2014
Wilshire Associates November 2010 - November 2013
Interactive Data April 2002 - November 2010
Wall Street Analytics August 1995 - March 2001
Skills
Performance Attribution, Fixed Income, Bonds, Derivatives, Credit Derivatives
Education
University of California, Santa Barbara 1991 — 1995
BA, Business Economics
Tempest Freerunning October 2013 - Present
Backstop Solutions Group December 2013 - September 2014
Wilshire Associates November 2010 - November 2013
Interactive Data April 2002 - November 2010
Wall Street Analytics August 1995 - March 2001
Skills
Performance Attribution, Fixed Income, Bonds, Derivatives, Credit Derivatives
Education
University of California, Santa Barbara 1991 — 1995
BA, Business Economics
Sean McAlister's Wilshire Associates Experience April 2006 - October 2008
Job Regional Sales Executive at Novomatic Americas Sales, LLC
Industry Gambling & Casinos
Experience
Novomatic Americas Sales, LLC March 2015 - Present
Bally Technologies October 2008 - January 2015
Wilshire Associates April 2006 - October 2008
Ibbotson Associates January 2005 - May 2006
Education
University of Notre Dame 1994 — 1997
Novomatic Americas Sales, LLC March 2015 - Present
Bally Technologies October 2008 - January 2015
Wilshire Associates April 2006 - October 2008
Ibbotson Associates January 2005 - May 2006
Education
University of Notre Dame 1994 — 1997
David Dolotta's Wilshire Associates Experience 1991 - 1994
Job
Industry Entertainment
Experience
Apex Parks Group, LLC April 2015 - Present
Trancas Capital October 2005 - Present
Palace Entertainment July 1998 - November 2005
Wilshire Associates 1991 - 1994
Skills
Budgets, Risk Management, Financial Analysis, Mergers, Strategic Planning, New Business Development, Financial Modeling, Start-ups, Strategic Partnerships, Valuation, P&L Management, Operations Management, Mergers & Acquisitions, Entrepreneurship, Negotiation, Business Development, Investments, Due Diligence, Business Planning, Contract Negotiation, Strategy
Education
University of California, San Diego 1985 — 1991
BA
Apex Parks Group, LLC April 2015 - Present
Trancas Capital October 2005 - Present
Palace Entertainment July 1998 - November 2005
Wilshire Associates 1991 - 1994
Skills
Budgets, Risk Management, Financial Analysis, Mergers, Strategic Planning, New Business Development, Financial Modeling, Start-ups, Strategic Partnerships, Valuation, P&L Management, Operations Management, Mergers & Acquisitions, Entrepreneurship, Negotiation, Business Development, Investments, Due Diligence, Business Planning, Contract Negotiation, Strategy
Education
University of California, San Diego 1985 — 1991
BA
Sean O'Neill, CFA's Wilshire Associates Experience 1989 - 1993
Job Director of Research/Portfolio Management at Doheny Asset Management
Industry Investment Management
Experience
Doheny Asset Management September 2010 - Present
Wimmer Associates/RWT Investment Advisers December 2001 - April 2010
Froley, Revy Investment Co. September 1999 - December 2001
Bjurman and Associates 1992 - 1997
Wilshire Associates 1989 - 1993
Skills
Portfolio Management, Asset Management, Equities, Financial Modeling, Convertible Bonds, Technical Analysis, Quantitative Analysis, High Net Worth..., Institutional Investors, Investments, Industry Analysis, Fixed Income, Valuation, Equity Research, Asset Managment, Bonds, Competitive Analysis, Institutional..., Investment Management, Financial Analysis, Quantitative Analytics, Equity Trading, Investment Advisory, Capital Markets, Derivatives, Trading, Alternative Investments, Asset Allocation, Options, Bloomberg, Securities, Hedge Funds, Investment Strategies, Mutual Funds, Series 7
Education
University of California, San Diego 1984 — 1989
B.A., Quantitative Economics, Minor in Mathematics and Literature
Doheny Asset Management September 2010 - Present
Wimmer Associates/RWT Investment Advisers December 2001 - April 2010
Froley, Revy Investment Co. September 1999 - December 2001
Bjurman and Associates 1992 - 1997
Wilshire Associates 1989 - 1993
Skills
Portfolio Management, Asset Management, Equities, Financial Modeling, Convertible Bonds, Technical Analysis, Quantitative Analysis, High Net Worth..., Institutional Investors, Investments, Industry Analysis, Fixed Income, Valuation, Equity Research, Asset Managment, Bonds, Competitive Analysis, Institutional..., Investment Management, Financial Analysis, Quantitative Analytics, Equity Trading, Investment Advisory, Capital Markets, Derivatives, Trading, Alternative Investments, Asset Allocation, Options, Bloomberg, Securities, Hedge Funds, Investment Strategies, Mutual Funds, Series 7
Education
University of California, San Diego 1984 — 1989
B.A., Quantitative Economics, Minor in Mathematics and Literature
Gerry Cosgrove's Wilshire Associates Experience 2001 - 2003
Job Managing Director, Head of Consultant Relations U.S. at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc. February 2012 - Present
Two Sigma Investments January 2011 - February 2012
Wellington Management April 2010 - January 2011
Neuberger Berman May 2009 - April 2010
Lehman Brothers January 2007 - May 2009
T. Rowe Price 2003 - 2007
Wilshire Associates 2001 - 2003
Intel Corporation 1999 - 2001
US Navy 1991 - 1996
US Navy 1991 - 1996
Education
University of Washington, Michael G. Foster School of Business 1996 — 1999
MBA, Finance
University of Pennsylvania 1987 — 1991
BA, Economics
RBC Global Asset Management (U.S.) Inc. February 2012 - Present
Two Sigma Investments January 2011 - February 2012
Wellington Management April 2010 - January 2011
Neuberger Berman May 2009 - April 2010
Lehman Brothers January 2007 - May 2009
T. Rowe Price 2003 - 2007
Wilshire Associates 2001 - 2003
Intel Corporation 1999 - 2001
US Navy 1991 - 1996
US Navy 1991 - 1996
Education
University of Washington, Michael G. Foster School of Business 1996 — 1999
MBA, Finance
University of Pennsylvania 1987 — 1991
BA, Economics
Gerald Torres's Wilshire Associates Experience February 2007 - June 2008
Job Sr. QA Engineer at Salesforce.com
Industry Financial Services
Experience
Salesforce.com July 2008 - Present
Wilshire Associates February 2007 - June 2008
Citigroup May 1999 - February 2007
Skills
Agile Methodologies, SDLC, Java, Business Analysis, Scrum, SQL, Perl, XML, Unix, Software Development, Oracle, Java Enterprise Edition, User Interface..., Jenkins, WebDriver, Aura, JavaScript
Education
University of California, Los Angeles
Bachelor of Science (BS), Electrical and Electronics Engineering
Salesforce.com July 2008 - Present
Wilshire Associates February 2007 - June 2008
Citigroup May 1999 - February 2007
Skills
Agile Methodologies, SDLC, Java, Business Analysis, Scrum, SQL, Perl, XML, Unix, Software Development, Oracle, Java Enterprise Edition, User Interface..., Jenkins, WebDriver, Aura, JavaScript
Education
University of California, Los Angeles
Bachelor of Science (BS), Electrical and Electronics Engineering
Joseph Lloyd's Wilshire Associates Experience December 2009 - September 2011
Job Vice President at BlackRock
Industry Investment Management
Experience
BlackRock January 2015 - Present
BlackRock September 2011 - December 2014
Wilshire Associates December 2009 - September 2011
Wilshire Associates 2005 - December 2009
Skills
Asset Allocation, Alternative Investments, Private Equity, Asset Management, Investments, Valuation, Financial Modeling, Portfolio Management, Due Diligence, Mutual Funds, Venture Capital, High Yield, CMBS, Commercial Real Estate, Bloomberg, Investment Management, Financial Analysis
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
M.B.A., Finance
University of Pittsburgh 2001 — 2005
Bachelor of Science in Business Administration, Finance and Accounting
BlackRock January 2015 - Present
BlackRock September 2011 - December 2014
Wilshire Associates December 2009 - September 2011
Wilshire Associates 2005 - December 2009
Skills
Asset Allocation, Alternative Investments, Private Equity, Asset Management, Investments, Valuation, Financial Modeling, Portfolio Management, Due Diligence, Mutual Funds, Venture Capital, High Yield, CMBS, Commercial Real Estate, Bloomberg, Investment Management, Financial Analysis
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
M.B.A., Finance
University of Pittsburgh 2001 — 2005
Bachelor of Science in Business Administration, Finance and Accounting
Casey Swercheck's Wilshire Associates Experience April 2004 - 2007
Job Vice President Capitala Investment Advisors, LLC
Industry Financial Services
Experience
Capitala Investment Advisors, LLC April 2013 - Present
Hamilton Lane September 2007 - March 2013
Wilshire Associates April 2004 - 2007
Skills
Private Equity, Financial Modeling, Valuation, Alternative Investments, Investments, Due Diligence, Mergers & Acquisitions, Venture Capital, Corporate Finance, Financial Analysis, Portfolio Management, Equities, Finance, Capital Markets, Awesomeness, Asset Management, Corporate Development
Education
University of Pittsburgh 2000 — 2004
Bachelor of Science (BS), Finance, General
Capitala Investment Advisors, LLC April 2013 - Present
Hamilton Lane September 2007 - March 2013
Wilshire Associates April 2004 - 2007
Skills
Private Equity, Financial Modeling, Valuation, Alternative Investments, Investments, Due Diligence, Mergers & Acquisitions, Venture Capital, Corporate Finance, Financial Analysis, Portfolio Management, Equities, Finance, Capital Markets, Awesomeness, Asset Management, Corporate Development
Education
University of Pittsburgh 2000 — 2004
Bachelor of Science (BS), Finance, General
Mark Segal's Wilshire Associates Experience February 2009 - July 2010
Job Senior Network Engineer at LegalZoom
Industry Information Technology and Services
Experience
LegalZoom August 2010 - Present
Wilshire Associates February 2009 - July 2010
Network Magic Unlimited November 2000 - January 2009
Skills
Firewalls, Active Directory, Servers, Microsoft SQL Server, Virtualization, Disaster Recovery, Citrix, Microsoft Exchange, Cisco Technologies, Windows Server, VMware, ITIL, Information Technology, System Administration, TCP/IP, Visio, Security, IIS, VoIP, Networking, Operating Systems, Routing Protocols, Wireless Networking, Load Balancing, Intrusion Detection, MPLS VPN, Core Switching, WAN Optimisation, BGPv4, OSPF, EIGRP, IPv6, QoS, VPN, Troubleshooting, WAN, Routers, Network Engineering, BGP, Cisco Nexus
Education
University of Phoenix 2003 — 2006
Bachelor of Science (BS), Information Technology
LegalZoom August 2010 - Present
Wilshire Associates February 2009 - July 2010
Network Magic Unlimited November 2000 - January 2009
Skills
Firewalls, Active Directory, Servers, Microsoft SQL Server, Virtualization, Disaster Recovery, Citrix, Microsoft Exchange, Cisco Technologies, Windows Server, VMware, ITIL, Information Technology, System Administration, TCP/IP, Visio, Security, IIS, VoIP, Networking, Operating Systems, Routing Protocols, Wireless Networking, Load Balancing, Intrusion Detection, MPLS VPN, Core Switching, WAN Optimisation, BGPv4, OSPF, EIGRP, IPv6, QoS, VPN, Troubleshooting, WAN, Routers, Network Engineering, BGP, Cisco Nexus
Education
University of Phoenix 2003 — 2006
Bachelor of Science (BS), Information Technology
Christy McConville's Wilshire Associates Experience 1999 - 2001
Job Communications Director at UNAC/UHCP
Industry Political Organization
Experience
United Nurses Associations of California/Union of Health Care Professionals (UNAC/UHCP) June 2010 - Present
Ketchum April 2008 - February 2010
Center for American Progress March 2007 - March 2008
Democratic National Committee May 2006 - March 2007
Planned Parenthood 2004 - 2006
Washington for Dean 2004 - 2004
Democratic Congressional Campaign Committee 2003 - 2003
Institute for Politics, Democracy, and the Internet 2001 - 2003
New Hampshire Democratic Party August 2002 - November 2002
Wilshire Associates 1999 - 2001
Skills
Media Relations, Political Campaigns, Strategic Communications, Non-profits, Community Outreach, Social Media, Public Affairs, Blogging, Digital Strategy, Government, Strategy, Politics, Program Management, Public Relations, Public Policy, Grassroots Organizing, Press Releases, Fundraising, Crisis Communications, Message Development, Public Speaking, Political Communication, New Media, Nonprofits, Coalitions, Event Planning, Editing, Online Advertising, Online Advocacy, Political Consulting, Legislative Relations, Facebook, Reputation Management, Digital Marketing, Grassroots
Education
The George Washington University -- The Graduate School of Political Management 2001 — 2002
M.A., Political Management
University of California, Los Angeles 1995 — 1999
BA, Political Science
Monte Vista High School
United Nurses Associations of California/Union of Health Care Professionals (UNAC/UHCP) June 2010 - Present
Ketchum April 2008 - February 2010
Center for American Progress March 2007 - March 2008
Democratic National Committee May 2006 - March 2007
Planned Parenthood 2004 - 2006
Washington for Dean 2004 - 2004
Democratic Congressional Campaign Committee 2003 - 2003
Institute for Politics, Democracy, and the Internet 2001 - 2003
New Hampshire Democratic Party August 2002 - November 2002
Wilshire Associates 1999 - 2001
Skills
Media Relations, Political Campaigns, Strategic Communications, Non-profits, Community Outreach, Social Media, Public Affairs, Blogging, Digital Strategy, Government, Strategy, Politics, Program Management, Public Relations, Public Policy, Grassroots Organizing, Press Releases, Fundraising, Crisis Communications, Message Development, Public Speaking, Political Communication, New Media, Nonprofits, Coalitions, Event Planning, Editing, Online Advertising, Online Advocacy, Political Consulting, Legislative Relations, Facebook, Reputation Management, Digital Marketing, Grassroots
Education
The George Washington University -- The Graduate School of Political Management 2001 — 2002
M.A., Political Management
University of California, Los Angeles 1995 — 1999
BA, Political Science
Monte Vista High School
Aleena Edward's Wilshire Associates Experience January 2008 - August 2010
Job at Russ Reid Company
Industry Computer Software
Experience
Russ Reid Company October 2010 - Present
Wilshire Associates January 2008 - August 2010
IonIdea July 2004 - December 2005
Skills
SQL, Requirements Analysis, Microsoft SQL Server, XML, SDLC, Web Services, Software Development, Agile Methodologies, C#, .NET, PL/SQL
Education
University of Mumbai
Bachelor of Engineering, Information Technology
Russ Reid Company October 2010 - Present
Wilshire Associates January 2008 - August 2010
IonIdea July 2004 - December 2005
Skills
SQL, Requirements Analysis, Microsoft SQL Server, XML, SDLC, Web Services, Software Development, Agile Methodologies, C#, .NET, PL/SQL
Education
University of Mumbai
Bachelor of Engineering, Information Technology
Kevin Woolley's Wilshire Associates Experience July 2002 - November 2012
Job Manager Aspiriant Funds at Aspiriant
Industry Financial Services
Experience
Aspiriant November 2012 - Present
wilshire associates July 2002 - November 2012
Education
Californian Lutheran University
MBA, Sales & Marketing
University of San Diego
Bachelor of Science (BS), Economics
Aspiriant November 2012 - Present
wilshire associates July 2002 - November 2012
Education
Californian Lutheran University
MBA, Sales & Marketing
University of San Diego
Bachelor of Science (BS), Economics
Rich Schulte's Wilshire Associates Experience January 1999 - January 2000
Job MBA Candidate | Strategic Thinker | Problem Solver
Industry Financial Services
Experience
American Refugee Committee & Questscope March 2015 - March 2015
Minnesota Army National Guard March 1996 - January 2015
NATO June 2011 - June 2012
Envoi, LLC August 2006 - March 2010
Crosswater September 2005 - August 2006
Wells Fargo September 2001 - May 2005
Wilshire Associates January 1999 - January 2000
State of Minnesota January 1999 - May 1999
Skills
Counterinsurgency, Leadership, Process Improvement, Strategic Planning, Project Management, Financial Analysis, Analysis, Program Management, Management, Consulting, Entrepreneurship, Training, Risk Management, Management Consulting, Project Planning, Policy, Organizational..., Change Management, Strategy, Fundraising, Leadership Development, Government, Team Leadership
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Masters of Business Administration., Emphases: Strategy Finance
University of Minnesota-Twin Cities 2007 — 2010
Additional Course work, Mathamatics
University of Minnesota-Twin Cities 1993 — 1999
Bachelor of Arts, Political Science
American Refugee Committee & Questscope March 2015 - March 2015
Minnesota Army National Guard March 1996 - January 2015
NATO June 2011 - June 2012
Envoi, LLC August 2006 - March 2010
Crosswater September 2005 - August 2006
Wells Fargo September 2001 - May 2005
Wilshire Associates January 1999 - January 2000
State of Minnesota January 1999 - May 1999
Skills
Counterinsurgency, Leadership, Process Improvement, Strategic Planning, Project Management, Financial Analysis, Analysis, Program Management, Management, Consulting, Entrepreneurship, Training, Risk Management, Management Consulting, Project Planning, Policy, Organizational..., Change Management, Strategy, Fundraising, Leadership Development, Government, Team Leadership
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Masters of Business Administration., Emphases: Strategy Finance
University of Minnesota-Twin Cities 2007 — 2010
Additional Course work, Mathamatics
University of Minnesota-Twin Cities 1993 — 1999
Bachelor of Arts, Political Science
David Lin, CFA's Wilshire Associates Experience February 2008 - August 2011
Job Options, Futures, Forex Trader
Industry Investment Management
Experience
Trader June 2012 - Present
Altegris Advisors September 2011 - May 2012
Wilshire Associates February 2008 - August 2011
Union Bank August 2006 - December 2007
Marcus & Millichap 2006 - 2006
Skills
CFA, Chartered Financial..., Financial Modeling, Equities, Fixed Income, Derivatives, Hedge Funds, Bloomberg, Asset Management, Investments, Portfolio Management, Financial Analysis, Asset Allocation, Finance, Financial Markets, Trading
Education
University of California, Riverside 2005 — 2006
MBA, Finance
Trader June 2012 - Present
Altegris Advisors September 2011 - May 2012
Wilshire Associates February 2008 - August 2011
Union Bank August 2006 - December 2007
Marcus & Millichap 2006 - 2006
Skills
CFA, Chartered Financial..., Financial Modeling, Equities, Fixed Income, Derivatives, Hedge Funds, Bloomberg, Asset Management, Investments, Portfolio Management, Financial Analysis, Asset Allocation, Finance, Financial Markets, Trading
Education
University of California, Riverside 2005 — 2006
MBA, Finance
Bruce K. Huang's Wilshire Associates Experience July 1999 - March 2000
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2008 - Present
Merrill Lynch June 2008 - Present
UBS Investment Bank May 2000 - June 2008
Wilshire Associates July 1999 - March 2000
Skills
Fixed Income, Bonds, Investment Management, Investment Banking, Capital Markets, Series 7, Series 63, Proficiency with..., Finance, Asset Allocation, Valuation, Investments, Portfolio Management, Banking, Credit, Financial Risk, Securities, Trading, Financial Structuring
Education
University of California, Los Angeles
BA
University High School
Merrill Lynch June 2008 - Present
Merrill Lynch June 2008 - Present
UBS Investment Bank May 2000 - June 2008
Wilshire Associates July 1999 - March 2000
Skills
Fixed Income, Bonds, Investment Management, Investment Banking, Capital Markets, Series 7, Series 63, Proficiency with..., Finance, Asset Allocation, Valuation, Investments, Portfolio Management, Banking, Credit, Financial Risk, Securities, Trading, Financial Structuring
Education
University of California, Los Angeles
BA
University High School
Karl C. Williamson, AIF®, CEBS's Wilshire Associates Experience 1994 - 1999
Job Experienced Consultant and Human Resources Professional Benefits, Retirement, and Executive Compensation & Benefits
Industry Human Resources
Experience
Kennametal 2013 - Present
NOVA Chemicals 2011 - 2013
Highmark 2007 - 2011
TIAA-CREF 1999 - 2007
Wilshire Associates 1994 - 1999
U.S. Department of the Treasury 1991 - 1994
Skills
Retirement Planning, Retirement Benefits, Retirement Plan..., Qualified Retirement..., Deferred Compensation, Non-Qualified Deferred..., Executive Pay, Compensation & Benefit, Variable Pay Design, Strategic Planning, Strategic Communications, Strategic Financial..., Investment Strategies, Benefit Plan..., Fiduciary Management, Vendor Management, Vendor Management Skills, Project Planning, Project Management, Legislative Research, Relationship Management, Outstanding..., Leadership, Management, Incentive Programs, Board Governance, Severance, Confidentiality, Internal Audit, External Audit, Employee Benefits, Benefits Administration, Benefits Design, Defined Benefit, Defined Contribution, Corporate Benefits, 401k, RFP, Cash Balance, Onboarding, Total Rewards, Mentoring, Presentations, Mutual Funds, Positivity, Board of Director..., Insurance, Organizational Design, Strategy, ERISA
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 2000
M.B.A., Finance, General
University of Pittsburgh
B.A., Business & Theatre Arts
Kennametal 2013 - Present
NOVA Chemicals 2011 - 2013
Highmark 2007 - 2011
TIAA-CREF 1999 - 2007
Wilshire Associates 1994 - 1999
U.S. Department of the Treasury 1991 - 1994
Skills
Retirement Planning, Retirement Benefits, Retirement Plan..., Qualified Retirement..., Deferred Compensation, Non-Qualified Deferred..., Executive Pay, Compensation & Benefit, Variable Pay Design, Strategic Planning, Strategic Communications, Strategic Financial..., Investment Strategies, Benefit Plan..., Fiduciary Management, Vendor Management, Vendor Management Skills, Project Planning, Project Management, Legislative Research, Relationship Management, Outstanding..., Leadership, Management, Incentive Programs, Board Governance, Severance, Confidentiality, Internal Audit, External Audit, Employee Benefits, Benefits Administration, Benefits Design, Defined Benefit, Defined Contribution, Corporate Benefits, 401k, RFP, Cash Balance, Onboarding, Total Rewards, Mentoring, Presentations, Mutual Funds, Positivity, Board of Director..., Insurance, Organizational Design, Strategy, ERISA
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 2000
M.B.A., Finance, General
University of Pittsburgh
B.A., Business & Theatre Arts
Alex Chaloff's Wilshire Associates Experience July 2001 - August 2005
Job Senior Portfolio Manager at Bernstein Investment Research and Management
Industry Investment Management
Experience
Bernstein Investment Research and Management August 2005 - Present
Wilshire Associates July 2001 - August 2005
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Corporate Finance
University of Maryland College Park 1989 — 1993
Bernstein Investment Research and Management August 2005 - Present
Wilshire Associates July 2001 - August 2005
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Corporate Finance
University of Maryland College Park 1989 — 1993
Karen Buenviaje de Jesus's Wilshire Associates Experience 1996 - 1998
Job Assistant Vice President at Sumitomo Mitsui Banking Corporation
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation May 2011 - Present
Toyota Financial Services September 2009 - June 2011
Sumitomo Mitsui Banking Corporation 2004 - 2009
Sony Pictures Entertainment 2003 - 2004
Sony Pictures Entertainment 1998 - 2003
Wilshire Associates 1996 - 1998
Skills
Financial Analysis, Analysis, Portfolio Management, Accounting, Financial Modeling, Investments, Banking, Finance, Loans, Credit, Credit Analysis, Corporate Finance, Credit Risk, Financial Risk, Management
Education
University of Southern California - Marshall School of Business 1999 — 2002
University of California, Berkeley 1991 — 1995
BA, Economics
Sumitomo Mitsui Banking Corporation May 2011 - Present
Toyota Financial Services September 2009 - June 2011
Sumitomo Mitsui Banking Corporation 2004 - 2009
Sony Pictures Entertainment 2003 - 2004
Sony Pictures Entertainment 1998 - 2003
Wilshire Associates 1996 - 1998
Skills
Financial Analysis, Analysis, Portfolio Management, Accounting, Financial Modeling, Investments, Banking, Finance, Loans, Credit, Credit Analysis, Corporate Finance, Credit Risk, Financial Risk, Management
Education
University of Southern California - Marshall School of Business 1999 — 2002
University of California, Berkeley 1991 — 1995
BA, Economics
Steve Choi's Wilshire Associates Experience November 2009 - September 2013
Job Senior Manager at Holthouse Carlin & Van Trigt LLP
Industry Investment Management
Experience
Holthouse Carlin & Van Trigt LLP February 2015 - Present
CIM Group August 2014 - January 2015
Kennedy Wilson October 2013 - July 2014
Wilshire Associates November 2009 - September 2013
Deloitte July 2007 - October 2009
PricewaterhouseCoopers January 2002 - July 2007
Skills
Analytics, Financial Modeling, Strategy, Financial Analysis, Corporate Finance, Valuation, Hedge Funds, Portfolio Management, Alternative Investments, Due Diligence, GAAP
Education
University of California, Los Angeles 1996 — 2001
BS, Economics
University of Southern California 2001 — 2004
Master Bustiness Taxation (MBT)
Holthouse Carlin & Van Trigt LLP February 2015 - Present
CIM Group August 2014 - January 2015
Kennedy Wilson October 2013 - July 2014
Wilshire Associates November 2009 - September 2013
Deloitte July 2007 - October 2009
PricewaterhouseCoopers January 2002 - July 2007
Skills
Analytics, Financial Modeling, Strategy, Financial Analysis, Corporate Finance, Valuation, Hedge Funds, Portfolio Management, Alternative Investments, Due Diligence, GAAP
Education
University of California, Los Angeles 1996 — 2001
BS, Economics
University of Southern California 2001 — 2004
Master Bustiness Taxation (MBT)
Prentice Ng's Wilshire Associates Experience July 1997 - November 1999
Job
Industry Investment Management
Experience
BlackRock January 2015 - Present
BlackRock December 2009 - December 2014
Barclays Global Investors January 2007 - December 2009
SD Capital Management LLC March 2003 - August 2004
Roxbury Capital Management February 2002 - February 2003
Merrill Lynch Investment Managers December 1999 - December 2001
Wilshire Associates July 1997 - November 1999
Skills
Alternative Investments, Series 7, Defined Benefit, Institutional, Series 63, Defined Contribution, Relationship Management, Hedge Funds, ETFs
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA, Finance/Investments
University of California, San Diego 1993 — 1997
BS, Management Science
BlackRock January 2015 - Present
BlackRock December 2009 - December 2014
Barclays Global Investors January 2007 - December 2009
SD Capital Management LLC March 2003 - August 2004
Roxbury Capital Management February 2002 - February 2003
Merrill Lynch Investment Managers December 1999 - December 2001
Wilshire Associates July 1997 - November 1999
Skills
Alternative Investments, Series 7, Defined Benefit, Institutional, Series 63, Defined Contribution, Relationship Management, Hedge Funds, ETFs
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA, Finance/Investments
University of California, San Diego 1993 — 1997
BS, Management Science
Kassy Woo Ri Lee, CPA's Wilshire Associates Experience June 2004 - May 2005
Job Portfolio Administration Supervisor
Industry Investment Management
Experience
Western Asset Management June 2005 - Present
Western Asset Management July 2006 - December 2007
Western Asset Management June 2005 - July 2006
Wilshire Associates June 2004 - May 2005
UBS January 2004 - March 2004
Education
UCLA Extension 2008 — 2010
Accounting Certificate, Accounting
University of California, Riverside 1998 — 2004
Bachelor of Science (B.S.), Business Administration
Western Asset Management June 2005 - Present
Western Asset Management July 2006 - December 2007
Western Asset Management June 2005 - July 2006
Wilshire Associates June 2004 - May 2005
UBS January 2004 - March 2004
Education
UCLA Extension 2008 — 2010
Accounting Certificate, Accounting
University of California, Riverside 1998 — 2004
Bachelor of Science (B.S.), Business Administration
Gary Ghazarian's Wilshire Associates Experience 1995 - 2000
Job Director of Operations, Marketable Securities Group
Industry Investment Management
Experience
Kayne Anderson Capital Advisors 2005 - Present
Kayne Anderson Rudnick 2001 - 2004
Codexa Corporation 2000 - 2001
Wilshire Associates 1995 - 2000
Wells Fargo 1995 - 2000
Skills
Alternative Investments
Education
University of Southern California - Marshall School of Business 1992 — 1995
MBA, Corporate Finance
University of California, Los Angeles
BA, Economics
Kayne Anderson Capital Advisors 2005 - Present
Kayne Anderson Rudnick 2001 - 2004
Codexa Corporation 2000 - 2001
Wilshire Associates 1995 - 2000
Wells Fargo 1995 - 2000
Skills
Alternative Investments
Education
University of Southern California - Marshall School of Business 1992 — 1995
MBA, Corporate Finance
University of California, Los Angeles
BA, Economics
Christina Barren, CAIA's Wilshire Associates Experience 2003 - 2004
Job Senior Portfolio Manager at Westmount Asset Management
Industry Financial Services
Experience
Westmount Asset Management April 2015 - Present
Morgan Stanley Investment Management January 2014 - March 2015
Corbin Capital Partners April 2012 - December 2013
Nuveen Investments March 2005 - April 2012
Reed Conner & Birdwell 2004 - 2005
Wilshire Associates 2003 - 2004
Kayne Anderson Rudnick June 2002 - August 2002
Skills
Series 7, Investments, Hedge Funds, Alternative Investments, Institutional Sales, Fund Of Funds, Series 66, Institutional Investors, Equities, Financial Modeling, Mutual Funds, Bloomberg, Uniform Combined State..., Asset Management, Portfolio Management, Fixed Income, ETFs, Asset Allocation, Investment Strategies, Equity Research, Institutional..., Investment Management, Securities, Series 63, Trading, Capital Markets, Financial Markets, Investment Advisory, Wealth Management, Bonds, Separately Managed..., Derivatives, Series 24, Emerging Markets
Education
University of Colorado at Boulder - Leeds School of Business 1999 — 2003
B.S.
Westmount Asset Management April 2015 - Present
Morgan Stanley Investment Management January 2014 - March 2015
Corbin Capital Partners April 2012 - December 2013
Nuveen Investments March 2005 - April 2012
Reed Conner & Birdwell 2004 - 2005
Wilshire Associates 2003 - 2004
Kayne Anderson Rudnick June 2002 - August 2002
Skills
Series 7, Investments, Hedge Funds, Alternative Investments, Institutional Sales, Fund Of Funds, Series 66, Institutional Investors, Equities, Financial Modeling, Mutual Funds, Bloomberg, Uniform Combined State..., Asset Management, Portfolio Management, Fixed Income, ETFs, Asset Allocation, Investment Strategies, Equity Research, Institutional..., Investment Management, Securities, Series 63, Trading, Capital Markets, Financial Markets, Investment Advisory, Wealth Management, Bonds, Separately Managed..., Derivatives, Series 24, Emerging Markets
Education
University of Colorado at Boulder - Leeds School of Business 1999 — 2003
B.S.
Jean Yin, CFA's Wilshire Associates Experience March 2010 - February 2012
Job Director, Capital Markets Finance at University of California
Industry Financial Services
Experience
University of California January 2015 - Present
University of California April 2014 - December 2014
UC Berkeley February 2012 - March 2014
Wilshire Associates March 2010 - February 2012
BNP Paribas June 2006 - November 2007
Skills
Financial Modeling, Financial Analysis, Investments, Microsoft Excel, Credit Analysis, Economics, Modeling Portfolios
Education
University of Southern California 2008 — 2009
MA, Economics
University of California, Berkeley 2002 — 2006
BA, Economics, Political Science
University of California January 2015 - Present
University of California April 2014 - December 2014
UC Berkeley February 2012 - March 2014
Wilshire Associates March 2010 - February 2012
BNP Paribas June 2006 - November 2007
Skills
Financial Modeling, Financial Analysis, Investments, Microsoft Excel, Credit Analysis, Economics, Modeling Portfolios
Education
University of Southern California 2008 — 2009
MA, Economics
University of California, Berkeley 2002 — 2006
BA, Economics, Political Science
Juan Camilo Lozano's Wilshire Associates Experience June 2010 - October 2012
Job Technical Digital Producer
Industry Marketing and Advertising
Experience
Crispin Porter + Bogusky February 2015 - April 2015
Factor 10 Group November 2013 - 2014
Harbor Research February 2013 - August 2013
Angry+Bovine December 2012 - August 2013
BDW August 2012 - January 2013
Wilshire Associates June 2010 - October 2012
Wilshire Associates May 2008 - August 2009
Skills
Spanish, Marketing Strategy, Adobe Creative Suite, Front-end Development, WordPress, Economics, Business Strategy, Branding & Identity, HTML + CSS, JavaScript Libraries, Digital Product..., Digital Production, Digital Strategy, International Business, Creative Problem Solving, User Interface Design, Graphic Design, Business Statistics, International Economics, HTML, Digital Media
Education
University of Colorado Boulder 2006 — 2010
Business, Finance, International Business, Economics
Vesalius College, Brussels Belgium 2009 — 2009
Crispin Porter + Bogusky February 2015 - April 2015
Factor 10 Group November 2013 - 2014
Harbor Research February 2013 - August 2013
Angry+Bovine December 2012 - August 2013
BDW August 2012 - January 2013
Wilshire Associates June 2010 - October 2012
Wilshire Associates May 2008 - August 2009
Skills
Spanish, Marketing Strategy, Adobe Creative Suite, Front-end Development, WordPress, Economics, Business Strategy, Branding & Identity, HTML + CSS, JavaScript Libraries, Digital Product..., Digital Production, Digital Strategy, International Business, Creative Problem Solving, User Interface Design, Graphic Design, Business Statistics, International Economics, HTML, Digital Media
Education
University of Colorado Boulder 2006 — 2010
Business, Finance, International Business, Economics
Vesalius College, Brussels Belgium 2009 — 2009
Christine Kugler's Wilshire Associates Experience 1993 - 2002
Job Principal at Los Angeles Capital Management
Industry Financial Services
Experience
Los Angeles Capital Management 2002 - Present
Wilshire Associates 1993 - 2002
Education
University of California, Santa Barbara 1989 — 1993
BA, Business Economics
Los Angeles Capital Management 2002 - Present
Wilshire Associates 1993 - 2002
Education
University of California, Santa Barbara 1989 — 1993
BA, Business Economics
Andy Huang, CFA's Wilshire Associates Experience July 1999 - April 2000
Job Senior Investment Analyst Automobile Club of Southern California
Industry Insurance
Experience
Automobile Club of Southern California October 2014 - Present
Toyota Motor Sales July 2011 - October 2014
Payden & Rygel April 2007 - July 2011
Allegiance Capital October 2005 - November 2006
PIMCO January 2004 - July 2005
PIMCO April 2000 - January 2004
Wilshire Associates July 1999 - April 2000
Skills
Fixed Income, Portfolio Management, Bloomberg, Investments, Asset Allocation, Mutual Funds, Bonds, Securities, Risk Management, Trading, Analysis, Financial Markets, Strategy, Economics, Asset Managment, Pensions, Treasury Management
Education
University of Southern California - Marshall School of Business 2007 — 2009
Masters, Business Administration
University of California, Los Angeles 1994 — 1999
Bachelor of Arts, Economics
Automobile Club of Southern California October 2014 - Present
Toyota Motor Sales July 2011 - October 2014
Payden & Rygel April 2007 - July 2011
Allegiance Capital October 2005 - November 2006
PIMCO January 2004 - July 2005
PIMCO April 2000 - January 2004
Wilshire Associates July 1999 - April 2000
Skills
Fixed Income, Portfolio Management, Bloomberg, Investments, Asset Allocation, Mutual Funds, Bonds, Securities, Risk Management, Trading, Analysis, Financial Markets, Strategy, Economics, Asset Managment, Pensions, Treasury Management
Education
University of Southern California - Marshall School of Business 2007 — 2009
Masters, Business Administration
University of California, Los Angeles 1994 — 1999
Bachelor of Arts, Economics
Annalisa Clearihue's Wilshire Associates Experience August 2012 - December 2014
Job Compliance Associate
Industry Financial Services
Experience
Wilshire Associates August 2012 - December 2014
Gehry Partners February 2006 - July 2012
Skylark Recording September 2003 - 2010
Public Storage Inc. January 2005 - February 2006
Skills
Legal Compliance, Legal Documents, California Notary Public, NFA Filings, Compliance, SEC filings, FINRA, Investments, Contract Negotiation, Outlook, Event Planning, Microsoft Office, Microsoft Excel, Marketing, Social Networking, PowerPoint, Social Media, Customer Service, Sales, Microsoft Word, Event Management, Public Relations, Access, Adobe Creative Suite, Social Media Marketing, Leadership, Project Planning, Research, Photoshop, Graphic Design, Human Resources, Fundraising, Training, Strategic Planning, Facebook, Project Management, Real Estate, Negotiation, Windows, Editing, Mutual Funds, Institutional..., Securities, Nonprofits, Software Documentation, Marketing Communications, Team Leadership, Marketing Strategy, Community Outreach, Accounting
Education
University of Southern California 1998 — 2002
BS, Business Administration and Management, General
University of Southern California 1998 — 2002
BS, Business Administration and Music
Wilshire Associates August 2012 - December 2014
Gehry Partners February 2006 - July 2012
Skylark Recording September 2003 - 2010
Public Storage Inc. January 2005 - February 2006
Skills
Legal Compliance, Legal Documents, California Notary Public, NFA Filings, Compliance, SEC filings, FINRA, Investments, Contract Negotiation, Outlook, Event Planning, Microsoft Office, Microsoft Excel, Marketing, Social Networking, PowerPoint, Social Media, Customer Service, Sales, Microsoft Word, Event Management, Public Relations, Access, Adobe Creative Suite, Social Media Marketing, Leadership, Project Planning, Research, Photoshop, Graphic Design, Human Resources, Fundraising, Training, Strategic Planning, Facebook, Project Management, Real Estate, Negotiation, Windows, Editing, Mutual Funds, Institutional..., Securities, Nonprofits, Software Documentation, Marketing Communications, Team Leadership, Marketing Strategy, Community Outreach, Accounting
Education
University of Southern California 1998 — 2002
BS, Business Administration and Management, General
University of Southern California 1998 — 2002
BS, Business Administration and Music
Kimberly Ariano's Wilshire Associates Experience September 1986 - December 1993
Job Principal, Director of Client Service at Wall Street Associates, LLC
Industry Investment Management
Experience
Wall Street Associates, LLC January 2014 - Present
Wall Street Associates, LLC December 1993 - December 2013
Wilshire Associates September 1986 - December 1993
Education
UCLA 1982 — 1986
BA, Economics
Wall Street Associates, LLC January 2014 - Present
Wall Street Associates, LLC December 1993 - December 2013
Wilshire Associates September 1986 - December 1993
Education
UCLA 1982 — 1986
BA, Economics
Nate Mink's Wilshire Associates Experience 2006 - 2007
Job VP Performance Analytics at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West June 2007 - Present
Wilshire Associates 2006 - 2007
Skills
Portfolio Management, Microsoft Excel, Investments, Equities, Asset Management, Fixed Income, Alternative Investments, Asset Allocation, Financial Analysis, Mutual Funds, Financial Modeling, Investment Strategies, Capital Markets
Education
University of Idaho 1995 — 2000
Bachelor of Science (BS), Economics
University of Idaho 1995 — 2000
Bachelor of Science (BS), Finance, General
Trust Company of the West June 2007 - Present
Wilshire Associates 2006 - 2007
Skills
Portfolio Management, Microsoft Excel, Investments, Equities, Asset Management, Fixed Income, Alternative Investments, Asset Allocation, Financial Analysis, Mutual Funds, Financial Modeling, Investment Strategies, Capital Markets
Education
University of Idaho 1995 — 2000
Bachelor of Science (BS), Economics
University of Idaho 1995 — 2000
Bachelor of Science (BS), Finance, General
William Beck's Wilshire Associates Experience February 2010 - Present
Job Senior Associate at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates February 2010 - Present
Fidelity Investments November 2007 - May 2010
Interoute May 2006 - September 2006
Skills
Financial Modeling, Fixed Income, Alternative Investments, Emerging Markets, Credit, Investment Strategies, Bonds, Due Diligence, Microsoft Excel, High Yield, Investment Advisory, Research, M&A due diligence, Leveraged Finance, Inter-personal, Loans, Asset Allocation, Fixed Asset Management, Frontier Markets, Equities, Municipal Bonds, Portfolio Management, White Papers, Asset Management, Investments, Mutual Funds, Securities
Education
University of Notre Dame - Mendoza College of Business 2015 — 2016
Master of Science (MS), Finance
University of Colorado Boulder - Leeds School of Business 2002 — 2006
BS, Finance
Edgewood High School
Wilshire Associates February 2010 - Present
Fidelity Investments November 2007 - May 2010
Interoute May 2006 - September 2006
Skills
Financial Modeling, Fixed Income, Alternative Investments, Emerging Markets, Credit, Investment Strategies, Bonds, Due Diligence, Microsoft Excel, High Yield, Investment Advisory, Research, M&A due diligence, Leveraged Finance, Inter-personal, Loans, Asset Allocation, Fixed Asset Management, Frontier Markets, Equities, Municipal Bonds, Portfolio Management, White Papers, Asset Management, Investments, Mutual Funds, Securities
Education
University of Notre Dame - Mendoza College of Business 2015 — 2016
Master of Science (MS), Finance
University of Colorado Boulder - Leeds School of Business 2002 — 2006
BS, Finance
Edgewood High School
Tatsuya Yanagihara's Wilshire Associates Experience April 2005 - June 2007
Job Senior Financial Modeling Analyst at Moody's Wall Street Analytics
Industry Capital Markets
Experience
Moody's Wall Street Analytics May 2009 - Present
IDC Fixed Income Analytics June 2007 - March 2008
Wilshire Associates April 2005 - June 2007
Education
University of California, Berkeley, Haas School of Business 2008 — 2009
MFE, Financial Engineering
University of California, Los Angeles 2003 — 2004
BS, Mathematics/Economics
Moody's Wall Street Analytics May 2009 - Present
IDC Fixed Income Analytics June 2007 - March 2008
Wilshire Associates April 2005 - June 2007
Education
University of California, Berkeley, Haas School of Business 2008 — 2009
MFE, Financial Engineering
University of California, Los Angeles 2003 — 2004
BS, Mathematics/Economics
Don Kinsey's Wilshire Associates Experience 1979 - 1984
Job Project Manager at Capital Group
Industry Investment Management
Experience
Capital Group Business Development ConsultantInteractive Data1984 - 1993
Wilshire Associates 1979 - 1984
Education
University of California, San Diego 1972 — 1977
B.A., Economics
Capital Group Business Development ConsultantInteractive Data1984 - 1993
Wilshire Associates 1979 - 1984
Education
University of California, San Diego 1972 — 1977
B.A., Economics
Binh Duong's Wilshire Associates Experience June 1998 - December 2008
Job Computer Programmer
Industry Computer Software
Experience
IDG 2011 - Present
KFORCE TECHNOLOGY 2010 - 2011
Freelance 2009 - 2010
Wilshire Associates June 1998 - December 2008
LA Times January 1993 - May 1998
Skills
Win32 API, .NET, C#, Visual Studio, Software Development, Programming, Unix, CRM, Windows, XML, Microsoft SQL Server, SQL, ASP.NET, Web Services, Agile Methodologies, JavaScript
Education
University of Southern California 1995 — 1998
BS, Computer Engineering & Computer Science
IDG 2011 - Present
KFORCE TECHNOLOGY 2010 - 2011
Freelance 2009 - 2010
Wilshire Associates June 1998 - December 2008
LA Times January 1993 - May 1998
Skills
Win32 API, .NET, C#, Visual Studio, Software Development, Programming, Unix, CRM, Windows, XML, Microsoft SQL Server, SQL, ASP.NET, Web Services, Agile Methodologies, JavaScript
Education
University of Southern California 1995 — 1998
BS, Computer Engineering & Computer Science
Edward Rackham's Wilshire Associates Experience 2005 - 2011
Job Quantitative Researcher: Investment Management
Industry Financial Services
Experience
Wilshire Associates 2005 - 2011
Education
University of Oxford 2000 — 2004
D.Phil., Theoretical Chemistry
University of Oxford 1996 — 2000
MChem, Chemistry
Wilshire Associates 2005 - 2011
Education
University of Oxford 2000 — 2004
D.Phil., Theoretical Chemistry
University of Oxford 1996 — 2000
MChem, Chemistry
Len Nguyen's Wilshire Associates Experience January 1998 - June 2005
Job Council Aide at City of Los Angeles
Industry Government Administration
Experience
City of Los Angeles July 2005 - Present
Wilshire Associates January 1998 - June 2005
Palms Neighborhood Council September 2002 - May 2005
Education
University of California, San Diego 1994 — 1997
BA, Economics
City of Los Angeles July 2005 - Present
Wilshire Associates January 1998 - June 2005
Palms Neighborhood Council September 2002 - May 2005
Education
University of California, San Diego 1994 — 1997
BA, Economics
james goebel, CFA ASA's Wilshire Associates Experience July 1994 - March 1998
Job Financial Consultant at Selfemployed
Industry Financial Services
Experience
Self-employed March 2001 - Present
Asset Strategy Consultants April 1998 - February 2001
Wilshire Associates July 1994 - March 1998
Skills
Investments, Asset Allocation, Financial Modeling, Valuation, Finance, Financial Advisory, Actuarial Science, Life Insurance, Fixed Annuities, Defined Benefit
Education
Pennsylvania State University
Bachelor’s Degree, Mathematics
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance, General
Self-employed March 2001 - Present
Asset Strategy Consultants April 1998 - February 2001
Wilshire Associates July 1994 - March 1998
Skills
Investments, Asset Allocation, Financial Modeling, Valuation, Finance, Financial Advisory, Actuarial Science, Life Insurance, Fixed Annuities, Defined Benefit
Education
Pennsylvania State University
Bachelor’s Degree, Mathematics
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance, General
Dimo Javadi's Wilshire Associates Experience 1996 - 1999
Job Sales Landsberg Orora
Industry Packaging and Containers
Experience
Amcor Landsberg November 2001 - Present
Roxbury Capital Management 1999 - 2001
Wilshire Associates 1996 - 1999
Skills
Sales, account manag, Packaging, Continuous Improvement, Folding Cartons, Negotiation, Packaging Engineering, Flexo, Operational Excellence, Process Improvement, Product Development, Food Packaging, Sales Order, Supply Chain, Sales Management, Global Sourcing, Plastics
Education
University of California, Los Angeles 1989 — 1994
Bachelor of Arts (B.A.)
Christ's College, Blackheath, London 1985 — 1989
Advanced, Advanced
Amcor Landsberg November 2001 - Present
Roxbury Capital Management 1999 - 2001
Wilshire Associates 1996 - 1999
Skills
Sales, account manag, Packaging, Continuous Improvement, Folding Cartons, Negotiation, Packaging Engineering, Flexo, Operational Excellence, Process Improvement, Product Development, Food Packaging, Sales Order, Supply Chain, Sales Management, Global Sourcing, Plastics
Education
University of California, Los Angeles 1989 — 1994
Bachelor of Arts (B.A.)
Christ's College, Blackheath, London 1985 — 1989
Advanced, Advanced
Christopher Shelby, CFA's Wilshire Associates Experience June 2007 - February 2014
Job Wealth Planner
Industry Financial Services
Experience
Coury Financial Group February 2014 - Present
Wilshire Associates June 2007 - February 2014
Bear Stearns May 2006 - August 2006
Skills
Equities, Manager Selection, Fixed Income, Alternative Investments, Asset Allocation, Relationship Mgmt, Capital Markets, Portfolio Management, Superior Client Service, Valuation, Trading, Hedge Funds
Education
University of Pittsburgh 2004 — 2007
BSBA, Finance, Economics
Coury Financial Group February 2014 - Present
Wilshire Associates June 2007 - February 2014
Bear Stearns May 2006 - August 2006
Skills
Equities, Manager Selection, Fixed Income, Alternative Investments, Asset Allocation, Relationship Mgmt, Capital Markets, Portfolio Management, Superior Client Service, Valuation, Trading, Hedge Funds
Education
University of Pittsburgh 2004 — 2007
BSBA, Finance, Economics
Derrick Craven's Wilshire Associates Experience 2005 - 2010
Job Business Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
BlackRock 2010 - 2012
Wilshire Associates 2005 - 2010
Skills
Fixed Income, Bloomberg, Valuation, Hedge Funds, Equities
Education
University of Southern California 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management
University of Southern California 2001 — 2005
Bachelor's degree, Economics
Wells Fargo March 2013 - Present
BlackRock 2010 - 2012
Wilshire Associates 2005 - 2010
Skills
Fixed Income, Bloomberg, Valuation, Hedge Funds, Equities
Education
University of Southern California 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management
University of Southern California 2001 — 2005
Bachelor's degree, Economics
Brett Barkley's Wilshire Associates Experience
Job Sr Assoc at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates
Skills
Fixed Income, Asset Management, Performance Attribution, Equities, Alternative Investments, Investments, Portfolio Management, Financial Modeling, Financial Analysis
Education
University of California, Los Angeles
Bachelor's degree, Economics
Wilshire Associates
Skills
Fixed Income, Asset Management, Performance Attribution, Equities, Alternative Investments, Investments, Portfolio Management, Financial Modeling, Financial Analysis
Education
University of California, Los Angeles
Bachelor's degree, Economics
Tricia Sakamoto's Wilshire Associates Experience January 2015 - Present
Job Senior Analyst at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates January 2015 - Present
Wilshire Associates July 2013 - January 2015
sugarFISH by Sushi Nozawa November 2011 - July 2013
UCI Dean of Students March 2010 - September 2010
Intercollegiate Nikkei Council June 2009 - June 2010
UCI Tomo No Kai June 2008 - June 2009
Dentist June 2004 - September 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, Wilshire Compass Portal, Wilshire Compass, Program Management, Social Media, Event Planning, Microsoft Word, Accounting, Teamwork, Research, Public Speaking, PowerPoint, Outlook
Education
UCLA Extension 2011 — 2014
Accounting, 3.85
University of California, Irvine 2006 — 2011
Bachelors of Arts, Economics and Asian American Studies
Wilshire Associates January 2015 - Present
Wilshire Associates July 2013 - January 2015
sugarFISH by Sushi Nozawa November 2011 - July 2013
UCI Dean of Students March 2010 - September 2010
Intercollegiate Nikkei Council June 2009 - June 2010
UCI Tomo No Kai June 2008 - June 2009
Dentist June 2004 - September 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, Wilshire Compass Portal, Wilshire Compass, Program Management, Social Media, Event Planning, Microsoft Word, Accounting, Teamwork, Research, Public Speaking, PowerPoint, Outlook
Education
UCLA Extension 2011 — 2014
Accounting, 3.85
University of California, Irvine 2006 — 2011
Bachelors of Arts, Economics and Asian American Studies
Jerry Whitlow's Wilshire Associates Experience December 2001 - September 2004
Job Senior Manager Finance & Planning at Paramount Pictures
Industry Entertainment
Experience
Paramount Pictures February 2014 - Present
Paramount Pictures May 2008 - February 2014
The Walt Disney Company September 2004 - May 2008
Wilshire Associates December 2001 - September 2004
Wilshire Associates July 2000 - December 2001
Skills
Ad Hoc Reporting, Journal Entries, Account Reconciliation, Financial Reporting, Cash Flow, Financial Analysis, Reconciliation, Financial Accounting, Forecasting, Financial Modeling, Variance Analysis, Hyperion Enterprise, Budgets, Finance, Management, Accounting, Corporate Finance, Analysis, Financial Planning, SAP, Entertainment, Internal Controls, Strategic Financial..., Sarbanes-Oxley Act, Essbase, Strategic Planning
Education
University of Southern California 1999 — 2001
B.S., Business Administration, Finance Concentration
Paramount Pictures February 2014 - Present
Paramount Pictures May 2008 - February 2014
The Walt Disney Company September 2004 - May 2008
Wilshire Associates December 2001 - September 2004
Wilshire Associates July 2000 - December 2001
Skills
Ad Hoc Reporting, Journal Entries, Account Reconciliation, Financial Reporting, Cash Flow, Financial Analysis, Reconciliation, Financial Accounting, Forecasting, Financial Modeling, Variance Analysis, Hyperion Enterprise, Budgets, Finance, Management, Accounting, Corporate Finance, Analysis, Financial Planning, SAP, Entertainment, Internal Controls, Strategic Financial..., Sarbanes-Oxley Act, Essbase, Strategic Planning
Education
University of Southern California 1999 — 2001
B.S., Business Administration, Finance Concentration
Penia Sutarja's Wilshire Associates Experience 1998 - 2003
Job Production Manager at BCBG Max Azria
Industry Apparel & Fashion
Experience
BCBG Max Azria Assistant Project ManagerSilvereed
Wilshire Associates 1998 - 2003
Skills
Apparel, Styling, Trend Analysis, Fashion, Retail, Merchandising, Textiles, Trend, Fashion Design, Knitwear, Wovens
Education
UCLA
International Economics
BCBG Max Azria Assistant Project ManagerSilvereed
Wilshire Associates 1998 - 2003
Skills
Apparel, Styling, Trend Analysis, Fashion, Retail, Merchandising, Textiles, Trend, Fashion Design, Knitwear, Wovens
Education
UCLA
International Economics
Alex Pudenz's Wilshire Associates Experience July 2007 - Present
Job Associate at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates July 2007 - Present
Blick Industries September 2004 - December 2006
Sony Computer Entertainment America LLC July 2000 - January 2004
Skills
Visual C++, VBA, C#, Excel, COM, XML
Education
University of California, San Diego 1996 — 2000
Computer science
University of California, San Diego 1996 — 2000
BA, Computer Science
Wilshire Associates July 2007 - Present
Blick Industries September 2004 - December 2006
Sony Computer Entertainment America LLC July 2000 - January 2004
Skills
Visual C++, VBA, C#, Excel, COM, XML
Education
University of California, San Diego 1996 — 2000
Computer science
University of California, San Diego 1996 — 2000
BA, Computer Science
Josephine(Junyun) He's Wilshire Associates Experience January 2014 - Present
Job Senior Analyst at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates January 2014 - Present
Wilshire Associates January 2012 - December 2013
Maxx-Marketing November 2011 - December 2011
Athgo International October 2011 - December 2011
Sunrise Garment Inc. July 2011 - December 2011
A-Plus Educational Institute June 2009 - September 2011
Education
University of California, Los Angeles 2009 — 2011
Bachelor of Science, Mathematics/Economics
Wilshire Associates January 2014 - Present
Wilshire Associates January 2012 - December 2013
Maxx-Marketing November 2011 - December 2011
Athgo International October 2011 - December 2011
Sunrise Garment Inc. July 2011 - December 2011
A-Plus Educational Institute June 2009 - September 2011
Education
University of California, Los Angeles 2009 — 2011
Bachelor of Science, Mathematics/Economics
SIAW LAY WONG's Wilshire Associates Experience May 2009 - January 2012
Job Senior Database Engineer at Experian Consumer Services
Industry Consumer Services
Experience
Experian Consumer Services September 2015 - Present
Experian Consumer Services February 2012 - September 2015
Wilshire Associates May 2009 - January 2012
Entrospect Solutions Inc January 2005 - April 2009
Education
University of Kentucky 2002 — 2004
Bachelor of Science, Computer Science
Experian Consumer Services September 2015 - Present
Experian Consumer Services February 2012 - September 2015
Wilshire Associates May 2009 - January 2012
Entrospect Solutions Inc January 2005 - April 2009
Education
University of Kentucky 2002 — 2004
Bachelor of Science, Computer Science
Monica Chum's Wilshire Associates Experience December 2012 - June 2014
Job Business System Analyst at CCC Information Services
Industry Financial Services
Experience
CCC Information Services June 2015 - Present
American Advisors Group, Inc. (AAG Reverse Mortgage) July 2014 - June 2015
Wilshire Associates December 2012 - June 2014
Wilshire Associates, Inc January 2010 - December 2012
Union Bank of California June 2006 - August 2008
Union Bank July 2004 - August 2008
Skills
Mutual Funds, SQL, HTML, Microsoft Office, Alternative Investments, Portfolio Management, Performance Attribution, Private Equity, Strategy, Management, Financial Analysis, Mac, Lotus Notes, Morningstar Direct, SEM, Social Media, CSS, Investment Management, WordPress, Bloomberg, Wilshire Compass, JIRA, OMNI, ESB, Photoshop, Google Adwords, Python, MS Excel Pivot Tables, Pivot Charts, Tableau, MS Visio, Business Workflows, Visual Studio
Education
University of California, Santa Barbara
B.A, History and Asian American Studies
CCC Information Services June 2015 - Present
American Advisors Group, Inc. (AAG Reverse Mortgage) July 2014 - June 2015
Wilshire Associates December 2012 - June 2014
Wilshire Associates, Inc January 2010 - December 2012
Union Bank of California June 2006 - August 2008
Union Bank July 2004 - August 2008
Skills
Mutual Funds, SQL, HTML, Microsoft Office, Alternative Investments, Portfolio Management, Performance Attribution, Private Equity, Strategy, Management, Financial Analysis, Mac, Lotus Notes, Morningstar Direct, SEM, Social Media, CSS, Investment Management, WordPress, Bloomberg, Wilshire Compass, JIRA, OMNI, ESB, Photoshop, Google Adwords, Python, MS Excel Pivot Tables, Pivot Charts, Tableau, MS Visio, Business Workflows, Visual Studio
Education
University of California, Santa Barbara
B.A, History and Asian American Studies
Bryant Hirai's Wilshire Associates Experience December 2013 - June 2014
Job Monetization Manager at Playtika (Caesars Interactive Entertainment)
Industry Internet
Experience
Playtika Santa Monica June 2015 - Present
Playtika Santa Monica (formerly Buffalo Studios) July 2014 - June 2015
Wilshire Associates December 2013 - June 2014
Wilshire Associates June 2012 - December 2013
Skills
Financial Modeling, Valuation, Analytics, Portfolio Management, Financial Analysis, Management, Bloomberg, Investments, Data Analysis, Analysis, Fixed Income, Equities, Finance, PowerPoint, Research, SQL, Business Intelligence, Microsoft Excel, Teamwork, Leadership, Forecasting, Trend Analysis, Predictive Modeling, Competitive Analysis, Tableau
Education
University of Washington 2010 — 2012
Master's Degree, Applied Mathematics
University of California, Los Angeles 2006 — 2010
Bachelor's Degree, Applied Mathematics
Playtika Santa Monica June 2015 - Present
Playtika Santa Monica (formerly Buffalo Studios) July 2014 - June 2015
Wilshire Associates December 2013 - June 2014
Wilshire Associates June 2012 - December 2013
Skills
Financial Modeling, Valuation, Analytics, Portfolio Management, Financial Analysis, Management, Bloomberg, Investments, Data Analysis, Analysis, Fixed Income, Equities, Finance, PowerPoint, Research, SQL, Business Intelligence, Microsoft Excel, Teamwork, Leadership, Forecasting, Trend Analysis, Predictive Modeling, Competitive Analysis, Tableau
Education
University of Washington 2010 — 2012
Master's Degree, Applied Mathematics
University of California, Los Angeles 2006 — 2010
Bachelor's Degree, Applied Mathematics
Andrea Lin's Wilshire Associates Experience December 1985 - July 1987
Job Customer service/Sales at XTra Lite Optical
Industry Wholesale
Experience
X-Tra Lite Optical May 2000 - Present
Northrop Grumman August 1987 - January 2000
Wilshire Associates December 1985 - July 1987
Skills
Customer Service, Sales, Team Building, Analysis, Microsoft Word, Project Management, Purchasing
Education
UCLA 1981 — 1985
Economics
X-Tra Lite Optical May 2000 - Present
Northrop Grumman August 1987 - January 2000
Wilshire Associates December 1985 - July 1987
Skills
Customer Service, Sales, Team Building, Analysis, Microsoft Word, Project Management, Purchasing
Education
UCLA 1981 — 1985
Economics
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group