Class Archives

Class of 2017

Babcock California Fund (BCF)


Bola Adedire Bola Adedire graduated from the Georgia Institute of Technology, with a B.S. in Chemical and Biomolecular Engineering. Prior to attending USC Marshall, he was a process consultant for Ashland Inc., a specialty chemicals company that focused on the Pulp, Paper, and Packaging industry. While at Ashland, Bola and his team designed programs which improved safety, increased production, and generated millions of dollars of revenue. Bola spent his summer in New York, working in the industrial coverage group of Credit Suisse’s investment banking division, and he plans to return and continue a career in investment banking after business school. In his spare time, he enjoys playing guitar, rock climbing, and reading.
Sam Cowley

Sam Cowley graduated from Brigham Young University with a B.A. in Economics. Prior to attending USC Marshall, he was a consultant at Deloitte in Washington, D.C. where he primarily focused on financial reporting process improvement and valuation for multiple entities within the federal government. Sam led a team of consultants in performing due diligence to develop more cost effective reporting processes and led a team that valued outstanding Forever Stamp liability for the USPS. Sam spent last summer doing investment banking at Wells Fargo Securities in San Francisco in its tech group. He plans to pursue a career in investment banking upon graduation. In his spare time he enjoys golfing, cycling, and swimming.

Di Wu Di Wu graduated from Beijing Institute of Technology with a B.S. in Information and Computing Science. He started his career as a derivatives trader in Minmetals & Jingyi Futures in Beijing, where he sourced and served institutional investors as senior broker, managed proprietary and discretionary accounts as portfolio manager and ended up as assistant president of the trading center. Prior to MBA, he worked as founding team member for three firms, including Shanghai Shipping Freight Exchange, responsible for IT, R&D, trading, and risk management. After graduation, he will continue his career in the global capital markets. In his spare time, he enjoys road trip, paragliding, golf, billiards, and Texas hold’em.

Global Equity Fund (GEF)


Eric Lau Eric Lau received his B.Comm with a major in Finance from the University of British Columbia. Prior to USC Marshall, Eric spent over ten years at the Royal Bank of Canada, where he served a variety of managerial roles and, concurrently, served as the key global business analyst for an up and coming international Fintech firm. This past summer, Eric interned as an associate for a tech and healthcare venture capital firm and as a global strategy consultant for a large Japanese conglomerate. After completing his MBA, he intends to continue in venture capital or private equity. In his spare time, Eric enjoys international travel, basketball and Vancouver Canucks hockey.
Hui (Benson) Liu Hui (Benson) Liu graduated from Shanghai University of Finance and Economics with a Bachelor’s degree in International Accounting. He also holds two CPA certificates, a Canada CPA and a UK ACCA. Benson began his career as a tax consultant at Deloitte in China. After four years, he then transitioned to a financial manager role at an investment company, where he led financial advisory and investment projects. This summer, Benson joined LeEco, a Chinese public listed high-tech company, in Silicon Valley for a strategic business development internship focusing on group’s overseas FinTech business development. In his spare time, Benson enjoys kart racing.
Vinson Pham Vinson Pham received his B.A. and M.S. in Economics and Finance from the University of California, Santa Cruz. After graduation, he began his career as a consultant in the financial markets group with Charles River Associates, a leading global consulting firm that offers economic, financial, and strategic expertise. In this role, Vinson led several high-profile client engagements such as the LIBOR rate-rigging scandal, misrepresentations of MBS, antitrust of CDS, and manipulation of precious metals. Vinson will be spending his summer helping clients solve their most vexing problems as a management consultant and plans to pursue a career in corporate development or strategy. In his free time, he enjoys surfing, bouldering, and spending time with his English bulldog named Boss.
George Zhou George Zhou received his B.S. in Mathematics from Fudan University, China, and M.S. in Mathematical Finance from University of Southern California, and passed CFA Level III. He began his career as a fund research analyst for East Money, a leading financial data service company in Shanghai. Most recently, George was the Vice President of Allied Fortune, a global asset management company focused on investments in U.S. real estate, Asian stock markets, and Australian startups. Over the summer, George worked with the global equity group at LACERA as a quantitative analyst intern. George is interested in equity/quantitative research and plans to pursue a career in investment management upon graduation. In his free time, George enjoys traveling, running, and reading.

Marshall Fixed Income Fund (MFF)


Jon Friedman Jon Friedman was born and raised in Los Angeles and completed his undergraduate studies at Cornell University with B.A. degrees in Economics and Political Science. Prior to attending USC Marshall, Jon worked as a proprietary volatility trader at Optiver LLC in Chicago. While at Optiver, Jon traded derivatives on both the fixed income and energy trading desks. This past summer, Jon interned as a corporate credit analyst for TCW’s Emerging Markets Group where he focused on high-yield investments in mining and Indonesian real estate. In his spare time, Jon enjoys training for triathlons, playing ice hockey, and watching science fiction movies.
Chris Miller Chris Miller graduated from the University of California, Berkeley with a B.A. in Environmental Economics & Policy. Prior to attending USC Marshall, he worked as a senior coordinator in Worldwide Distribution Services at Paramount Pictures. During his tenure at Paramount, Chris managed and executed the worldwide marketing distribution strategy and international post-production of all A/V content. This past summer Chris worked as a summer associate at TYLT Ventures. In his spare time, Chris enjoys golfing, surfing, skiing, and consulting startups in the Los Angeles area.
Scott McDonald Scott McDonald graduated from Georgia Tech with a B.S. in Business Management. Prior to attending USC Marshall, he served in the United States Marine Corps as a Tank Officer, where he acquired international leadership experience in the Middle East. This past summer, Scott interned at Goldman Sachs Private Wealth Management, Los Angeles. Scott enjoys spending time with his wife Ashley and daughter Olivia, endurance athletics, and traveling.

Provident Growth Fund (PGF)


Akosua Adu-Gyamfi Akosua Adu-Gyamfi graduated with high honors from Smith College with degrees in Engineering and Biology. Upon graduation, Akosua worked for EMC Corporation, a high tech company that helps IT departments store, manage, protect, and analyze their data. Akosua was an operational and financial analyst in the Enterprise Storage Division where she developed the core financial models and revenue forecasts for the VMAX product lines. This past summer Akosua was in New York City interning in the investment banking division of Morgan Stanley, and she plans to return full-time upon graduation. In her free time, Akosua enjoys traveling, photography, and spending time with friends and family.
Sam Lee Sam Lee graduated from University of California, Davis with a B.S. in microbiology and is a CFA Charterholder. Prior to attending USC Marshall, Sam spent 5 years at AssetMark Inc as a manager research analyst. In this role, Sam held lead due diligence oversight for $8+ billion of firm assets, with coverage that included global equity, taxable and municipal fixed income and multi-asset strategies. This past summer, Sam interned at the Walt Disney Company with the division finance group. After USC Marshall, Sam intends to pursue a career in investment management. In his free time, he enjoys cooking for friends and family and spending time with his wife and son.
Abhigna Mandavilli Abhigna Mandavilli hails from Hyderabad, India. He graduated with a degree in Mechanical Engineering from IIT Madras in 2012. Straight out of college, he worked as a design engineer for Caterpillar Inc. in Chennai, India. After working in the role for eight months, Abhigna switched industries to work as a Project Manager for the construction of a mall-multiplex valued at $100 million. He was responsible for project planning which included taking care of the engineering aspects and on-site logistics. Over the summer, he worked for StockShield, LLC, a startup in the financial services space in LA. He likes to watch and play soccer, tennis, and cricket in his spare time. He is also an avid movie buff.

Trojan Equity Fund (TEF)


Michael Colosimo Michael Colosimo graduated from Michigan State University with a B.A. in Finance. Prior to attending USC Marshall, he worked as a treasury analyst at Ford Motor Company, where he serviced asset-backed security deals ranging from $1B to $2B in receivables. He also spent time in product development finance, managing costs for electrical parts on the 2015 Ford Edge, S-MAX, and Galaxy. While at Ford, Michael passed the CFA Level I exam and will be taking the Level II exam in June. Over the summer, he worked in private wealth management at a registered investment advisor, Argosy Wealth Management. After completing his MBA, he intends to transition into private wealth management or equity research. In his spare time he enjoys hockey, golf, poker, and traveling.
Stephen Robinson Stephen Robinson graduated Magna Cum Laude from Brandeis University with a B.A. in Political Science. Most recently, he completed an investment banking Summer Associate internship at Financial Technology Partners in San Francisco covering FinTech. He is currently serving as an Associate in the Business Development & Corporate Strategy group at Paramount Pictures. Prior to business school, Stephen was an acclaimed filmmaker, having won a Peabody Award, an Emmy Award and an NAACP Image Award. After graduation, Stephen will pursue a career in investment banking, or alternative investing. In his spare time, Stephen enjoys golf and watching the Seattle Seahawks.
Steven Spellman Steven Spellman graduated from Long Beach State in 2012 with a B.S. in Business Administration. Prior to attending USC Marshall, he was a manager for RiverRock Real Estate Group, a commercial real estate firm focused on industrial, office, and retail product. Steven led a team that focused on the financial reporting and management of a 500,000 square foot retail portfolio. Steven spent his summer in Dallas, Texas, where he interned for AT&T’s Financial Leadership Program. After graduation, he will be joining AT&T’s full-time FLP program. In his free time, he enjoys country dancing, basketball, and board games.
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Class of 2016

Babcock California Fund (BCF)
Miguel Aguallo Miguel Aguallo graduated from the University of California, Irvine, with a B.S. in Mathematics and a B.A. in Quantitative Economics, and currently holds the Series 6 and Series 63 security licenses. He began his career as a venture capitalist for the LA-based clean technology fund, Craton Equity Partners, where he led a team of associates in the execution of early-stage investments ranging from $5M to $50M in preferred equity. Miguel and his team specialized in the energy, smart-grid, and water-treatment sectors where Craton’s capital deployments totaled nearly $200M. After spending over four years at Craton, Miguel joined Prudential as a financial advisor counseling families and small businesses on various aspects of finance. This past summer, Miguel worked in the Large Customer Sales group at Google, Mountain View. In his free time, Miguel enjoys spending time with his son and training as a crossfit athlete.
Brett Baumgartner

Brett Baumgartner graduated from Northern Arizona University with a B.S. in Economics and emphasis in investments. Prior to attending USC Marshall, he was an analyst for Indigo Partners, a private equity firm focused on investments in the aerospace industry. Brett currently interns at Leonid Capital, a Los Angeles-based Search Fund in its acquisition stage. At Leonid, Brett works on various financial analyses and performs due diligence related to potential acquisition targets. Following graduation, Brett intends to pursue a career within capital markets or asset management. In his spare time, he enjoys playing tennis, skiing, and traveling.

Skyler Smith Skyler Smith graduated with distinction from Tufts University with a B.A. in American Studies. He began his career managing portfolios of advertising media investments for major consumer brands, then transitioned to a consulting role helping large media conglomerates launch digital advertising operations globally. Most recently, Skyler founded and managed a digital advertising network serving clients across Europe and the U.S.  Skyler also spent the past summer in the investment banking division of Credit Suisse in Los Angeles, and he plans to pursue a career in investment banking or investment management. In his spare time he enjoys golfing, skiing, and surfing.

Global Equity Fund (GEF)
Barbara Davalos Barbara Davalos graduated from Trinity University with a B.A. in both Economics and International Affairs. Barbara began her professional career as a Research Analyst for the Federal Reserve Bank of Dallas and focused her research on the development of a real trade weighted value of the dollar index for all US states. She then joined Banco Pichincha, the largest bank in Ecuador, as a Relationship Manager at their Miami Agency. Most recently, Barbara worked as a Trade Finance Analyst for the Financial Market Division of the Inter-American Development Bank’s Structure and Corporate Finance Department, in Washington, DC. Barbara is a native Ecuadorian and loves traveling, outdoor activities, and puzzles.
Ken Kyunghwan Lee Ken Kyunghwan Lee received his B.A. with a double major in Economics and English Literature from Washington University in St. Louis. Prior to USC Marshall, Ken spent five years at Standard Chartered in Seoul and Singapore, where he was an M&A Advisory associate. In this role, Ken led day-to-day deal management and advised clients through various buy-side and sell-side transactions including hypermarkets, power plants, ferroalloy smelters and offshore specialized vessels. Ken is interested in corporate development and investment banking, and plans to pursue a career in technology or finance. In his spare time, Ken enjoys traveling, cooking, and playing any games involving strategy.
Ming Qiu Ming Qiu received his B.S. and M.S. in accounting from the University of Southern California. After graduating, he worked as a CPA in public accounting with Deloitte. Most recently, Ming served as a back office fund manager for Ignition Partners, a Seattle-based venture capital firm, executing transactions in early stage technology and healthcare companies, and assisting in international tax and valuation. Ming is interested in equity research and venture capital and would like to pursue a career within venture capital, private equity or investment management. In his spare time, Ming enjoys swimming, playing tennis, and snowboarding.
Julian Rachlin Julian Rachlin graduated from Princeton University with a degree in Physics and certificates in both Finance and Applied and Computational Mathematics, and is a CFA Charterholder. He worked as an investment banking analyst in the Public Finance division at JPMorgan for two and a half years following graduation. In early 2009, Julian left JPMorgan to work for Bridgewater Associates, where he held a variety of roles over his five and a half year tenure, most notably in the Account Management and Research departments. This past summer, Julian interned at TCW in the Equity Research group. After USC Marshall, Julian intends to pursue a career in investment management. In his free time, he enjoys surfing, attending concerts, and spending time with family and friends.

Marshall Fixed Income Fund (MFF)
Nancy Duan Nancy Duan was awarded her undergraduate degree in economics from the University of Pennsylvania. Prior to pursuing her MBA at USC Marshall, she spent four years working at an executive level in Beijing, China, for an independent oil & gas technology and services provider. Concurrently, Nancy is also an active real estate investor and salesperson, holding licenses to transact in both Texas and California. Over the summer, Nancy pursued her passion for finance by interning at Houlihan Lokey in Los Angeles, California. In her spare time, Nancy enjoys house hunting, taking last-minute trips, cycling indoors, learning new Excel keyboard shortcuts, and reading.
Brian Lee Brian Lee received his B.A. in Business Economics from the University of California, Irvine. Prior to entering USC Marshall, he spent three years at Inter-Con Security Systems, Inc. where he worked as a pricing supervisor. Most recently, Brian interned at Osterweis Capital Management in San Francisco where he assessed the investment potential of bonds and worked closely with fixed income portfolio managers to identify investment opportunities. Upon graduation, Brian intends to join an investment management firm as a high yield debt analyst in the consumer staples and consumer discretionary sectors. In his spare time, Brian enjoys playing tennis, traveling in Southeast Asia, and doing crossfit.
Daniel Konialian Daniel Konialian graduated with distinction from University of California, Berkeley, with a B.A. in Economics. Prior to attending USC Marshall’s full-time MBA program, Daniel worked as an analyst in Oaktree Capital Management’s Portfolio Analysis and Client Reporting division focused on its mezzanine finance and private equity strategies. After completing his MBA, he intends to join an asset management firm performing credit research. Daniel is an alumni advisor to the Berkeley chapter of Kappa Alpha Order fraternity and is a volunteer with Special Olympics. In his free time, he enjoys watching Kings hockey, playing basketball, and traveling internationally.

Provident Growth Fund (PGF)
Nick Mindel Nick Mindel graduated from the University of Southern California with a BA  in Economics and a BA in Political Science. Prior to attending USC Marshall, he was in San Francisco where he spent two years at North Point Advisors, followed by and additional two years at Credit Suisse, where he focused on originating and executing initial public offerings, follow-on offerings, M&A transactions, and convertible debt issuances in the consumer and healthcare sectors. After his time in banking, Nick transitioned into a principal investing role with THL Credit, providing mezzanine debt and equity financing to middle market companies and buyout firms. In his spare time, Nick enjoys playing soccer, skiing, San Francisco Giants baseball, and Forty-Niners Football.
Jake Spring Jake Spring received his BA in Economics-Accounting with a sequence in Financial Economics from Claremont McKenna College. Prior to entering USC Marshall, he spent three years at Deloitte in both California and Virginia, focusing on public audit clients in the financial services and real estate sectors. Jake interned in hotel acquisitions and asset management at DiNapoli Capital Partners over the summer, and plans to pursue a career within acquisitions or asset management after graduation. In his spare time, Jake enjoys snowboarding, traveling and Chicago sports teams.
Sagar Yadav Sagar Yadav is a graduate in Law and Commerce from the University of Mumbai, India. Prior to attending USC Marshall, he spend eight years in finance and consulting services, which included a period of entrepreneurship as well as consultancy work for Ernst & Young in their forensic accounting practice. Sagar has advised clients across multiple industry sectors and was involved in conducting risk analysis for private equity, venture capital, and M&A transactions. Most recently, Sagar interned at Kerlin Capital Group, a boutique investment bank, providing M&A and capital advisory services. After graduation, Sagar plans to pursue a career in investment banking.  In his spare time, Sagar enjoys backpacking, playing chess, and watching soccer.

Trojan Equity Fund (TEF)
Han Hu Han Hu graduated from the University of California, Los Angeles, with a B.A. in Economics.  Prior to attending USC Marshall, he worked as a Senior Financial Analyst in Strategy and Planning at Walt Disney International. Prior to Disney, he was an Investment Banking Associate at Roth Capital Partners where he advised companies in various sectors. Han will spent the summer at Pacific Investment Management Company as an Equity Research Analyst Intern. Upon graduation, he plans to pursue a career in investment management. In his spare time, he enjoys basketball, fantasy football, and fine dining.
Rachel Lowenstein Rachel Lowenstein graduated from the University of Western Ontario’s Richard Ivey School of Business with an HBA and a major in Accounting. Prior to attending USC Marshall, she spent three years at Ernst & Young (EY) in Toronto, focusing on audit work for private mid-market clients in the retail, manufacturing, and hospitality industries. During her time at EY, Rachel earned her CPA designation and gained exposure outside of audit in both valuation and corporate tax. Over the summer, Rachel interned at Mattel in the Corporate Finance group. In her spare time, Rachel enjoys playing sports, traveling, and watching Vancouver Canucks hockey.
Chris Mayotte Chris Mayotte graduated from Loyola Marymount University in 2011 with a B.A. in Business Administration. Prior to USC Marshall, Chris worked as a property and asset manager at Riverstone Residential Group, where he employed aggressive market and financial analysis, marketing tactics, and growth strategies to drive profit for his clients, resulting in lucrative multifamily residential assets. After graduation, Chris intends to pursue a career in investment management. Chris is an avid traveler, and, in his spare time, also enjoys architectural design, culinary art, and San Francisco Giants baseball.
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Class of 2015

Babcock California Fund (BCF)
Chris Lay Chris Lay received his BA in Biology from the College of Idaho, and PhD in Neurobiology from the University of California, Irvine. Prior to entering USC Marshall his work in neuroscience included therapeutic drug monitoring at the Scripps Research Institute, and fundamental research in ischemic stroke at the University of California. Most recently, Chris performed due diligence, and generated market size estimates, and valuation models for startup companies within the medical device and aircraft tooling industries. Christopher is interested in equity research, and plans to pursue a career within capital markets or asset management. In his spare time, Chris enjoys surfing, boxing, and yoga.
Kevin Park

Kevin Park graduated from NYU Stern School of Business with a BS in Finance and International Business. Prior to USC Marshall, Kevin pursued his life dream of playing professional golf in the US, Asia, and Canada. Before the golf greens, Kevin worked at Kilometre Capital Management and Deutsche Bank in risk management and operations, managing several institutional client relationships. He is interested in credit analysis and commercial banking for middle market companies in Los Angeles. In his spare time, Kevin enjoys golfing, traveling, and eating sushi.

Rachel Shaw Rachel Shaw received her BA in Economics and French from Wellesley College in Boston, MA. Prior to entering USC Marshall, Rachel worked as a technology consultant covering Fortune 500 companies at Infosys Consulting in New York. Her primary focus was the consumer discretionary and high technology sectors. Rachel is interested in pursuing a future career in asset management for large institutions, foundations, and endowments. In her spare time, Rachel enjoys volunteering, yoga, and running marathons.

Global Equity Fund (GEF)
  Xinyue (April) Lu received her Master of Finance and Bachelor of Finance from Peking University in China. Before graduating, she completed an internship at Goldman Sachs. Starting 2011, April worked full-time for the Chinese government in the Ministry of Industry and Information Technology, where she evaluated the impact of economic policies and developed reports for the President and Prime Minister’s office. In her most recent position as an equity research summer associate at RBC Capital Markets, April worked in a top I/I ranked team in Biotech industry and decided to pursue a career in equity research after graduation. In her spare time, April enjoys hiking, reading history and traveling.
Abs Parthasarathy Abs Parthasarathy graduated from University College London with a Bachelor of Laws (LLB) degree. Prior to graduate school, Abhishekharee was the lead analyst at Exane BNP Paribas covering UK-listed asset manager stocks, and worked as part of the European Banks equity research team, which was ranked No. 1 in Europe by Thomson Reuters Extel. Prior to working at Exane BNP Paribas, Abhishekharee trained as a Chartered Accountant with Deloitte LLP. Abhishekharee subscribes to the value investing philosophy, and is interested in pursuing career opportunities with fundamentals-oriented investment funds. In his spare time, Abhishekharee enjoys traveling, experimenting with technology, and soccer.
Ehsan Zadeh Ehsan Zadeh received his BS in Polymer Engineering from Amir Kabir University, and PhD in Chemical and Biological Engineering from Drexel University. Upon graduation, he joined the California Institute of Technology as a Postdoctoral Fellow where he conducted research on human embryonic stem cells. In August 2010, Ehsan became an Assistant Professor of Biomedical Engineering at the University of South Carolina. He currently interns at The Riverside Company, a global private equity firm, and Pasadena Angels, a Los Angeles based early stage investor network, where he performs financial valuation, due diligence, and market trend analysis for potential investments. Ehsan is interested in pursuing a career in venture capital or private equity. In his spare time, he enjoys chess, poker and traveling.

Marshall Fixed Income Fund (MFF)
Albert Chang Albert Chang graduated from the University of California, Berkeley with a BS in Electrical Engineering and Computer Science. Upon graduation, Albert joined a start-up as its first employee. He managed the company budget and developed pricing strategies based on analyses of the company’s financial statements, eventually doubling annual sales from $600,000 to $1.2 million. This summer, Albert interned at Asset Optimization and Energy Trading division of Southern California Edison, focusing on developing price bidding strategies for energy futures. After completing his MBA, he intends to join an asset management firm as a high yield debt analyst in the energy and materials sectors. Albert enjoys reading about the history of finance, investing on his own, and teaching himself new math and programming skills.
Rubin Miller Rubin Miller graduated from Kenyon College on a Distinguished Academic Scholarship in 2006. He was a four-year soccer player and National Soccer Coaches of America Academic Award winner. Prior to attending USC Marshall, he traded on a U.S. government bond desk at Breakwater Capital in Chicago. He managed algorithmic and structured strategy implementation across the yield curve, and helped direct in-house initiatives to restructure traditional hedging models following the 2008 financial crisis. Rubin is a National Chess Master and assisted in leading a citywide Chicago initiative to encourage at-risk young women to adopt the game. In his spare time, Rubin enjoys soccer, crosswords, and The Wire.
Sinclair Ridley Thomas Sinclair Ridley-Thomas graduated from Morehouse College with a BA in Business Administration and was a four-year varsity letterman in football. Prior to attending USC Marshall’s full-time MBA program, Sinclair worked as a management consultant with PwC based in Washington, D.C. In spring of 2014, Sinclair interned at Oaktree Capital Management. This summer, he interned at Wells Fargo Securities in Century City as a Summer Associate in the Investment Banking Division’s Middle Market Group, which focused on sell-side mergers & acquisitions advisory. Sinclair also serves as USC Marshall’s 2014-2015 American Finance Association President. In his spare time, he enjoys mentoring young adults, spending time with his family, and USC Football.

Provident Growth Fund (PGF)
Dan Mintz Dan Mintz graduated from the University of California, San Diego with a BS in Economics (Management Science). Prior to attending Marshall, he spent 6 years at Bank of America and Collins Stewart (acquired by Canaccord Genuity) in New York focusing on originating and executing IPOs, follow-on offerings, and convertible debt in the healthcare, technology, and financial sectors. Dan currently interns at Kayne Anderson Capital Advisors, a Los Angeles based alternative asset manager, where he performs fundamental analysis of IPOs. In his spare time, he enjoys triathlon sports, skiing, traveling, and San Francisco Giants baseball.
Ramsey Nabahani Ramsey Nabahani graduated from the University of California, Berkeley with a BA in Economics, where he was a captain of the men’s lacrosse team. Prior to business school, Ramsey worked in New York City at BNP Paribas on the debt capital markets desk, where he originated and executed investment grade and high-yield corporate debt offerings for clients in the technology and consumer products sectors. Ramsey started his career at Assured Guaranty, completing rotations in the structured finance, capital markets, and municipal finance groups. He plans to pursue a career in investment management. In his spare time, Ramsey enjoys active international travel, surfing, and snowboarding.
Selina Troesch Selina Troesch graduated Summa Cum Laude from New York University with a BA in Economics and Mathematics. Prior to returning to school, Selina completed a three-year rotational program in the Corporate Finance division at Barclays in New York. In her final rotation, Selina valued Collateralized Loan Obligations and developed pricing and valuation uncertainty methodologies. While at Barclays, Selina passed all three CFA exams and received the CFA designation in 2012. In addition to her interests in the financial markets, Selina is a competitive ballroom dancer and enjoys reading, baking, and supporting Roger Federer.

Trojan Equity Fund (TEF)
Jeremy Klein Jeremy Klein graduated Phi Beta Kappa from the University of California, San Diego with a BS in Cognitive Science. He has professional experience in neuropsychological research, operations and sales for Hilton Hotels, and online education. As an analyst for Tutor.com, Jeremy participated in the sale of the company to IAC Interactive, which attracted him to the field of investment banking. In the Spring and Summer of 2014, he worked at a boutique firm called The Sage Group, a leader in sell-side M&A advisory in the branded consumer space. In Jeremy’s spare time, he enjoys playing competitive soccer, training Brazilian Jiu Jitsu, following the markets, and traveling abroad.
Jeff Niedermeyer Jeff Niedermeyer graduated from the University of Southern California with a BS in Business Administration. While at USC, he spent a summer in Los Angeles as an intern for Kayne Anderson Capital Advisors and a summer in Boston as an intern for Liberty Square Asset Management. Prior to attending Marshall to earn his MBA, Jeff worked in New York City as an Associate for Maybank Kim Eng Securities in the Institutional Equity Sales division. Upon graduation, he plans to pursue a career in asset management. In his spare time, Jeff enjoys surfing, tennis, and international travel.
Steve Padis Steve Padis graduated Summa Cum Laude from Pepperdine University in 2011 with a BS in Business Administration. While at Pepperdine, Steve played lacrosse and studied abroad in Florence, Italy. One of his favorite experiences occurred during his senior year, where he had the opportunity to fly to Omaha, NE to meet Warren Buffett. Prior to USC Marshall, Steve was a Target store manager, where he leveraged weekly financials and metrics to drive continuous improvement. In his spare time, Steve enjoys playing golf, traveling, cheering on Bay Area and USC sports teams, and managing his own equity portfolio. Upon graduation, Steve intends to pursue a career in investment management or consulting.
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Class of 2014

Alumni Profiles

The SIF Class of 2014 Fund Managers:

California Small Cap FundGlobal Equity FundMarshall Fixed Income FundProvident Growth FundTrojan Equity Fund Jason CeglarzAlan DoumetStephen OpperIsaac CabreraJenny DoErnest FangVictor LeungMelvin QiangKendall KrummenacherAndrew GuytonNathaniel WhitakerWei (Wilson) ShiVijay SivasankaranSeamus SullivanRichardson Lang Busaba (Nush) Tantipana

 

California Small Cap Fund

W. Jason Ceglarz
California Small Cap Fund

 

Jason Ceglarz graduated from the University of Colorado – Boulder Leeds School of Business in 2004 with a BA in Finance and an emphasis in Accounting. Prior to attending Marshall, he worked as a Private Client Associate at Bernstein Global Wealth Management and a Client Service Associate at WHV Asset Management.  Upon graduation, he plans to enter real estate finance in the Bay Area. In his spare time, Jason enjoys golfing and skiing.

Ernest Fang
California Small Cap Fund

 

Ernest Fang graduated from the University of Michigan Ross School of Business with a BBA concentrating in finance and accounting. Prior to graduate school, Ernest advised on and executed M&A transactions in the manufacturing industry and also led FP&A initiatives at a startup financial services firm. This past summer, Ernest interned in the M&A division at CREO Capital Partners in California. Ernest is interested in broadening his financial experience and will be furthering his career with Barclays investment banking division in Hong Kong. In his spare time, Ernest enjoys traveling, fine dining, and playing basketball.

Nate Whitaker
California Small Cap Fund

 

Nate Whitaker graduated from Pennsylvania State University in 2006 with a BS in Kinesiology, where he was the captain of the varsity men’s lacrosse team. Prior to Marshall, he worked at Bloomberg L.P. in the Terminal Sales department as an account manager, and at Credit Suisse on the institutional MBS sales desk. This past summer, Nate returned to Credit Suisse in New York City as a summer associate in the investment banking division. Upon graduation, Nate will join Howard Capital. In his spare time, Nate is an assistant coach for the USC club lacrosse team and enjoys scuba diving, travel, and backpacking.

 

Global Equity Fund

Alan Doumet
Global Equity Fund
Alan Doumet graduated from the University of Southern California with a BS in Business Administration and concentrations in Entrepreneurship and International Business. While at USC, Alan spent a semester in Milan studying international business at Bocconi University. Prior to his MBA, Alan worked as an Associate for Western Asset Management Company and as an Investment Analyst at Angeles Investment Advisors. Last summer, Alan interned at Macquarie Capital in the investment banking division, where he will continue his career upon graduation. In his spare time, Alan enjoys traveling, swimming, skiing, and spending time with family and friends.
Victor Leung
Global Equity Fund
Victor Leung graduated from Columbia University with a BS in Operations Research. Prior to attending USC Marshall, he worked as a financial analyst for Citigroup Inc., with responsibilities in liquidity management in the Broker-Dealer Treasury Department. Upon graduation, he will be running in his own start-up in the travel industry. In his spare time, Victor enjoys traveling, as well as playing in many sports, including table tennis, basketball, and golf.
Wilson Shi
Global Equity Fund
Wei (Wilson) Shi graduated from Shanghai University of Finance & Economics with a BBA in 2006. Prior to attending Marshall, he worked as a business development executive for AkzoNobel, the largest global paints and coatings company and a major producer of specialty chemicals. Upon graduation, Wilson plans to pursue a career in investment management. In his spare time, he enjoys traveling, golf, and playing soccer.
Nush Tantipana
Global Equity Fund
Busaba (Nush) Tantipana graduated from Chulalongkorn University in Thailand with a BBA in Banking and Finance. She worked for three years as a Credit Analyst for Krung Thai Bank, one of Thailand’s biggest commercial banks. After graduating from Marshall, she will enter the bank’s fast track program to assume a middle management position in the bank’s Treasury Department. In her spare time, Nush enjoys volunteering, traveling, yoga, and scuba diving.

 

 Marshall Fixed Income Fund

Stephen Opper
Marshall Fixed Income Fund
Stephen Opper graduated cum laude from USC with a BA in International Relations Global Business and is a current JD/MBA candidate. Prior to graduate school, Stephen evaluated mezzanine debt investments at Praesidian Capital and spent time researching at the Institute for National Security Studies in Tel Aviv, Israel. Stephen is interested in working with distressed companies on complex debt transactions. Stephen has previously interned at both Colony Capital in Santa Monica and Evercore Partners in New York City. Stephen will be returning to Evercore full-time to work as an investment-banking associate in the Restructuring and Debt Advisory Group. Stephen is a CFA Level II Candidate and served as president of the American Finance Association at USC. In his spare time, Stephen enjoys travel, triathlons, and Trojan football.
Melvin Qiang
Marshall Fixed Income Fund
Yueming (Melvin) Qiang graduated from Shanghai University of Finance & Economics with a BS in Business Management. While an undergraduate student, he spent a summer at Accenture as an assistant consultant in implementation of Information System for Fortune 500 clients. Prior to attending Marshall, Yueming worked as a senior auditor for Deloitte and as a financial analyst for Deutsche Bank in Shanghai, China with responsibilities for private and corporate clients. Upon graduation, he plans to pursue a career in fixed income investing. In his spare time, he enjoys traveling, football, and poker.
Vijay Sivasankaran
Marshall Fixed Income Fund
Vijay Sivasankaran graduated from Anna University, India with a BE in Computer Science and Engineering. Prior to business school, Vijay worked as a software developer for D. E. Shaw & Co., a hedge fund. At D.E. Shaw, he built high performance data analytics systems for analyzing performance and risk of various trading strategies including fixed income, distressed investments, and futures.  He is a CFA level II Candidate and plans to pursue a career in investment management upon graduation. In his spare time, Vijay enjoys tennis, swimming, and poker.

 Provident Growth Fund

P. Isaac Cabrera
Provident Growth Fund
Isaac Cabrera graduated from the University of Colorado at Boulder with a BA in Economics and International Affairs in 2007. Prior to attending Marshall, he worked as a Data Management Project Manager for Oppenheimer Funds, an asset manager in New York with over $200 billion in assets under management. Last summer, Isaac interned at DIRECTV as a member of their MBA Finance Rotation Program (FRP). Upon graduation, Isaac will resume his career with DIRECTV. In his free time, he enjoys traveling, playing softball, and snowboarding.
Kendall Krummenacher
Provident Growth Fund
Kendall Krummenacher graduated from Georgetown University with a BA in Psychology and Studio Art. At Georgetown, Kendall spent her time on the sailing team and studied in Prague in the Czech Republic for a semester. Prior to attending Marshall, Kendall spent 5 years at Stifel Nicolaus and Company, Inc., a regional middle market financial services firm headquartered in Saint Louis, Missouri. Most recently, Kendall was an Assistant Vice President in the Private Markets division focusing on life science investing. She worked alongside the General Partner of a $75 million fund, as well as acted as a private placement agent for clients seeking growth capital. Kendall is currently working in business development for media private equity firm Chernin Group. Upon graduation, she is pursuing a career in investor relations for an alternative asset manager. Kendall is Series 7 and Series 66 licensed as well as a CFA Level I Candidate. In her spare time, Kendall enjoys running, design, and traveling.
Seamus Sullivan
Provident Growth Fund
Seamus Sullivan graduated from Cal Poly Pomona with a BS in Business in 2004. Seamus was on the Dean’s list and received a full athletic scholarship for tennis. Prior to attending Marshall, he worked in pharmaceutical consulting as well as private equity. Seamus currently works for Rosenzweig Capital Management, a hedge fund based in Los Angeles. Seamus is a CFA Level I Candidate. Upon graduation, Seamus intends to pursue a career in investment management. In his spare time, he enjoys playing golf, squash, and hiking.

 

 Trojan Equity Fund

Jenny Do
Trojan Equity Fund
Jenny Do graduated from the University of Southern California with a BS in Business Administration. While an undergrad at USC, she spent the spring as a Global Market Middle Office Intern for Union Bank in Los Angeles, CA and a summer as Analyst Intern for Reflow, LLC. in San Francisco, CA. Prior to attending Marshall for her MBA, Jenny worked as a Senior Financial Analyst at Johnson & Johnson. Upon graduation, she will join KPMG’s Valuation Services (EVS) in New York. In her spare time, she enjoys traveling, hiking, painting, and biking.
Andrew Guyton
Trojan Equity Fund
Andrew Guyton received a BA from New York University in 2008 with double majors in History and Spanish.  While at NYU, he was a four-year varsity member of the men’s swim team and an intern at the hedge fund Moore Capital Management in New York.  Prior to attending Marshall, Andrew was a Captain in the United States Marines Corps. Upon graduation, he will be part of Goldman Sachs’ Private Wealth Management division in Los Angeles. In his spare time, he enjoys swimming, CrossFit, reading, and running.
Rich Lang
Trojan Equity Fund
Richardson (Rich) Lang received a BSBA from Washington University in Saint Louis with double majors in Finance and Marketing. Prior to attending Marshall, he worked as an Assistant Manager at Enterprise Rent-A-Car, where he balanced employee, client, and customer needs in order to maximize branch profits. While at USC, Rich interned in the Global Capital Markets division of Union Bank as a FX advisor intern.  Upon graduation he plans to pursue a career in investment management. In his spare time, he enjoys traveling, sports, fitness, and poker.
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Class of 2013

Class of 2013

Alumni Profiles

California Small Cap Fund

Ian Beadle
California Small Cap Fund

 

Ian Beadle graduated from San Diego State University with a BS in Business Finance. Prior to attending Marshall, he worked as a Financial Analyst for 6 years at Goodrich Corporation, a Fortune 500 aerospace and defense company. He has been an active personal investor for more than ten years and he is seeking a career in investment management upon graduation. Ian is a CFA Level II Candidate. In his spare time, he enjoys Cross Fit, triathlons, College football, and home brewing.

Eric Goto
California Small Cap Fund

 

Eric Goto graduated from the University of Washington with a BA in Economics and a Certificate in Quantitative Managerial Economics.  Prior to attending Marshall, he worked as a Financial Analyst at Apple Inc. in its R&D division with a focus on analysis and planning across Apple’s product lines. Upon graduation, he plans to pursue a career in investment management.  Eric is a CFA Level I Candidate. In his spare time, he enjoys golf, basketball, surfing, and traveling.

Erick Yi
California Small Cap Fund

 

Erick Yi graduated from the University of California, Los Angeles with a BA in History.  Prior to attending Marshall, he worked as a Financial Analyst focusing on portfolio analytics, sourcing equity and fixed income investments, and providing extensive financial modeling.  Erick is currently participating as a USC Board Fellow in conjunction with the USC School of Public Policy.  Upon graduation, he plans to pursue a career in investment management and continue his work with non-profit organizations.  In his spare time, he enjoys jazz music, basketball, and half marathons.

 

Global Equity Fund

Derek Burkhard
Global Equity Fund
Derek Burkhard graduated from the University of California, San Diego, with a BA in Mathematics and Economics.  Prior to attending USC Marshall, he worked as an Analyst at Sagient Research and conducted equity research in the biotechnology and pharmaceutical sectors.  This summer, Derek interned as an Equity Research Analyst for Trust Company of the West.  Upon graduation, he plans to pursue a full-time employment in investment management. Derek is a CFA Level I Candidate.  In his spare time, he enjoys baseball, soccer, skimboarding, cooking, and reading.
Gang (Michael) Fan
Global Equity Fund
Gang (Michael) Fan graduated from Peking University with a BS and MS in Computer Science.  Prior to attending Marshall, he worked in the Beijing R&D center for Schlumberger, as well as a proprietary investment fund with a focus on Asian and US markets.  Having passed all three levels of the CFA exam, Michael will be eligible for the CFA charter upon completion of the requisite work experience.  Upon graduation, he plans to pursue a career in investment management.  In his spare time, he enjoys traveling, photography, and hiking.
Pragati Rai
Global Equity Fund
Pragati Rai graduated from Pesit, Bangalore with a BE in Computer Science and Engineering.  Prior to attending Marshall, she worked as an Associate at Goldman Sachs on the Equities Trading Technology team.  While at Goldman, Pragati managed equity trading applications and databases dealing with trader and broker-specific information.  She designed, developed and managed a desktop system to on-board Goldman’s clients in the US, Asia and EMEA and was part of a team that implemented and certified Goldman’s connectivity to six Canadian trade exchanges.  This summer, Pragati worked as an Intern in the Mergers and Acquisitions group of Occidental Petroleum Corporation in Los Angeles. Upon graduation, she plans to pursue a career in investment management.  Pragati is a CFA Level I Candidate.  In her spare time, she enjoys cooking, designing accessories, sketching, swimming, and travelling.
Alex Weinberger
Global Equity Fund
Alex Weinberger received a BSBA from Washington University in Saint Louis with double majors in Marketing and Entrepreneurship.  Prior to attending Marshall, he worked in equity research for the hedge fund Osmium Partners and the investment manager Weinberger Asset Management Inc.  He then worked as a Client Services Analyst at Hall Capital Partners LLC in San Francisco.  This summer, Alex interned as an Associate for Houlihan Lokey’s Financial Advisory Services group in Los Angeles.  He also works as a counselor at Dream Street, a sleep away camp for kids with life threatening diseases.  In his spare time, Alex, a Los Angeles native, enjoys scuba diving, road biking, skiing, snowboarding, and traveling.

 

 Marshall Fixed Income Fund

Ryan Haselton
Marshall Fixed Income Fund
Ryan Haselton graduated from Lehigh University with a BS in Finance.  While at Lehigh, he spent a summer studying in Prague and another summer as an Intern in the Finance Department of Diebold Asia Pacific in Shanghai, China.  Prior to attending Marshall, Ryan worked as an Associate for Douglas C. Lane & Associates, a boutique investment management firm located in New York City, with responsibilities in equity and fixed income trading and client services.  Upon graduation, he plans to pursue a career in fixed income investment management.  In his spare time, he enjoys traveling, hiking, golfing, and football.
Kimberly Kraushaar
Marshall Fixed Income Fund
Kimberly Kraushaar graduated from the University of California, San Diego with a BA in Math and Computer Science.  Prior to attending Marshall, she worked as a Software Engineer at Northrop Grumman.  Kimberly received a merit scholarship to attend USC’s Marshall School of Business.  Upon graduation, she plans to pursue a career in investment management.  In her spare time, she enjoys running, swimming, and yoga.
Andrew Panico
Marshall Fixed Income Fund
Andrew Panico graduated from Loyola University in Maryland with a degree in Finance.  While at Loyola, he began his career in the Financial Services industry with an internship in Legg Mason’s Private Client Services group followed by a position as a Junior Research Analyst with an up-start equity fund at CBRE Investor’s.  Prior to attending Marshall, Andrew worked for JPMorgan Chase on their North America Rates desk with a focus on interest rate derivatives including municipal and inflation linked derivatives.  During his time at JPMorgan, Andrew assisted with the integration of the Municipal Derivatives trading book from Bear Stearns during the merger, as well as the resolution of Lehman Brothers trading positions after their collapse in 2008.  Upon graduation, he plans to pursue a career within the Capital Markets.

 Provident Growth Fund

Christopher Cachat
Provident Growth Fund
Christopher Cachat graduated cum laude from UC Santa Barbara with a BA in Business Economics, with an emphasis in Accounting.  Prior to attending Marshall, he managed his own practice as an independent Financial and Tax Consultant.  Before launching his own firm, Chris worked for a middle market accounting firm as a Tax Manager, specializing in real estate partnership transactions and spent two years as a financial auditor.  Chris is currently working as an equity research intern for Digianalysis. Upon graduation, he plans to pursue a career in investment management.  Chris is a licensed CPA in California and a CFA Level I Candidate.  In his spare time, he enjoys basketball, snowboarding, golf, traveling, and hiking.
Todd Glickman
Provident Growth Fund
Todd Glickman graduated from University of Wisconsin – Madison with a BBA in Finance, Investment and Banking.  Prior to attending Marshall, he worked for Activision Blizzard, focusing on Strategy and M&A.  Before Activision, Todd served as a Private Equity Associate at Vance Street Capital evaluating private portfolio and add-on acquisitions in the aerospace, defense, and healthcare industries.  Prior to Vance Street, he started his career as an investment banker at Lehman Brothers in the power and energy group analyzing debt financings, buy-side and sell-side M&A assignments. Todd is currently working as a venture capital intern for Lumia Capital.  In his spare time, he enjoys soccer, surfing, golf, sailing, and the Los Angeles Clippers.
Grant Klein
Provident Growth Fund
Grant Klein graduated from the University of Washington with a BA in Business Administration.  Prior to attending Marshall, he worked as an Equity Research Associate for E.K. Riley Investments in Seattle, WA.  Grant worked on a team that developed a Focus List of recommended equities.  He has also worked as a personal financial advisor for both D.A. Davidson & Co. and MetLife, where he generated recommendations for over $100 million in assets under management.  Upon graduation, he plans to pursue a career in investment management, focusing on equities.  Grant is Series 7 and Series 66 licensed and a CFA Level I Candidate. Grant is currently interning with equity research startup Digianalysis.  In his spare time, he enjoys attending baseball games and concerts and playing poker.

 

 Trojan Equity Fund

Yichao Liu
Trojan Equity Fund
Yichao Liu graduated from Renmin University in China with a BA in Financial Engineering.  Prior to attending Marshall, he worked as a Senior Auditor at PricewaterhouseCoopers for 3 years and focused on providing audit services to financial institutions including Bank of Beijing and China Life.  Upon graduation, he plans to pursue a career in investment management.  Yichao is a CFA Level I Candidate.  In his spare time, he enjoys photography, traveling, music, and playing basketball.
Kyle Martin
Trojan Equity Fund
Kyle Martin graduated cum laude from Cal Poly San Luis Obispo earning a BS in Business Administration, with an emphasis in Finance and Accounting.  Prior to attending Marshall, he worked for 7 years in investment banking.  Most recently, Kyle was a Vice President at Deutsche Bank in Debt Capital Markets covering the real estate and lodging sectors.  Kyle began his career as an Analyst at Goldman Sachs.  This summer, Kyle will intern at RNC Genter Capital Management in Equity Research.  Upon graduation, he plans to pursue a career in investment management.  Kyle is a CFA Level II candidate.  In his spare time, he enjoys running, cycling and golfing.
Andrew Saba
Trojan Equity Fund

 

Andrew Saba graduated from Florida State University with a BS and MS in Communication.  He is currently working for a medical real estate development and management firm, Pacific Medical Buildings, where he is the Director of Leasing and Marketing and is responsible for the leasing efforts for their nationwide portfolio of stabilized properties. Pacific’s primary client is Ventas, a publicly traded REIT (VTR).  Andrew has specialized in medical real estate for the duration of his career, beginning in 2004.  He is currently attending USC’s Marshall School of Business for Professionals and Managers (PM Program), with an emphasis on finance and real estate.  Upon graduation, Andrew plans to pursue asset purchase and investment analysis in the same industry and perhaps, the same sector.  In his spare time, he enjoys many outdoor sports including football, baseball, soccer and biking, as well as other activities like yoga and camping.

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Class of 2012

Alumni Profiles

California Small Cap Fund

Abhinav Anand
California Small Cap Fund

 

Abhinav Anand graduated from UC Davis with a BS in Computer Engineering and from Santa Clara University with a MS in Electrical Engineering. Prior to attending Marshall, he designed high speed integrated circuits for microprocessors and routers, and devised several hardware algorithms to solve complex networking problems at both VC funded startups and a public corporation. Abhinav is a CFA Level II Candidate. Upon graduation, Abhinav intends to pursue a career in investment management. In his spare time, he enjoys hiking, mountain biking, sports, and traveling.

Kevin Finn
California Small Cap Fund

 

Kevin Finn graduated cum laude from UC Santa Barbara in 2004 with a BA in Business Economics with an emphasis in accounting. Prior to attending Marshall, Kevin was a consultant at Duff & Phelps, the largest valuation firm in the U.S., where he was a Vice President in the Valuation Advisory Group. While at Duff & Phelps, Kevin advised on over 50 acquisitions, totaling more than $30.0bn in enterprise value, including Microsoft’s $6.0bn acquisition of aQuantive and Oracle’s $7.4bn acquisition of Sun Microsystems. Last summer Kevin worked as a Summer Associate in the Investment Banking Division of Credit Suisse in San Francisco. In addition to his summer internship, Kevin did a school year internship at Clearstone Venture Partners and a pre-MBA internship at True Ventures. Kevin is a CFA Level II Candidate. Upon graduation Kevin hopes to be an equity investor in either private or public markets. In his spare time, Kevin enjoys baseball, surfing, golf, and rooting for the San Francisco Giants.

Chienkai (Kai) Wang
California Small Cap Fund

 

Chienkai (Kai) Wang graduated from the University of Virginia with a double BA in Economics and Asian Studies in 2003. Prior to attending Marshall, he worked in the finance industry for 6 years; most recently as a Portfolio Analyst on a $3-billion dollar credit and fixed income fund at Norddeutsche in New York. Upon graduation, Kai hopes to resume his career in investment management as an equity analyst. Kai is a CFA Level II Candidate. In his spare time, he enjoys chess, poker, backpacking, eating exotic cuisine, and playing basketball.

Global Equity Fund

Brian Fultz
Global Equity Fund
Brian Fultz graduated from the University of Southern California in 2005 with a BS in Business Administration. After graduation, Brian worked as a Purchasing Manager at Southwest Offset Printing, where he was responsible for the negotiation, management, and accounting of the company’s paper inventories. Brian returned to USC Marshall to pursue his MBA, where he is focusing his studies on finance. Upon graduation, Brian intends to pursue a career in investment management. Brian is a CFA Level II Candidate. In his spare time, he enjoys traveling, reading, basketball, golf, and watching USC and Washington Redskins football.
Peter Moore
Global Equity Fund
Peter has remained at TCW while pursuing his MBA as a part time student.  He is currently a Vice President in the Middle East Group, which is responsible for all marketing and client service for Sovereign Wealth Funds.  Peter is a CFA Charterholder. In his spare time, he enjoys sports and spending time with friends and family. Upon graduation, Peter plans to continue his career in investment management.
Alissa Praggastis
Global Equity Fund
Alissa Praggastis graduated from Bates College with a BS in Biochemistry. Prior to attending Marshall, Alissa worked in the research departments for a genetics lab, Zhang laboratories, and a non-profit organization, Trout Unlimited.  She also gained valuable perspectives on the world while spending five months traveling through Southeast Asia and South America. Alissa is currently a dual degree candidate and received a merit scholarship to attend both USC’s Marshall School of Business as well as USC’s School of Policy, Planning and Development.  This summer, Alissa worked as an Equity Research Analyst for Summit Creek Capital in Sun Valley, Idaho. Upon graduation she will pursue a career in investment management. Alissa is a CFA Level II Candidate.  In her spare time, Alissa enjoys hiking, mountain biking, yoga, skiing and exploring new areas and restaurants in LA.
Qing (Oliver) Yu
Global Equity Fund
Qing (Oliver) Yu graduated from Shandong Economic University with a BS in Economics and Peking University with a MS in Finance. Prior to attending Marshall, Oliver worked in finance and banking for six years. He was the FP&A Leader at GMAC-SAIC, the joint venture of GMAC Financial Services and Shanghai Automobile Industrial Corporation. Prior to that, he worked as a GE Financial Management Program (FMP) trainee at GE, as well as a Senior Treasury and Market Risk Analyst at GE Capital. Oliver has broad work experience in China and Japan, covering all the Asia-Pacific countries. He also has two years’ experience in Chinese capital markets doing A-share IPO and cross-border M&A. Oliver is a CFA Level II Candidate. Upon graduation, he plans to pursue a career on the buy-side, potentially in private equity. Oliver enjoys music as a hobby; he excels at playing the piano and is able to sing in five languages.

Marshall Fixed Income Fund

Jeffrey Gordon
Marshall Fixed Income Fund
Jeffrey Gordon graduated cum laude from Miami University Farmer School of Business with a B.S. in Business Economics. Prior to attending Marshall, Jeffrey worked for The Northern Trust Company, as an Associate in the Corporate Banking Group. Over the summer, Jeffrey worked at TCW as a summer associate in the risk group. Upon graduation, Jeffrey plans to resume his career in the financial sector. Jeffrey is a CFA Level I Candidate. In his spare time, he enjoys long distance cycling, attending concerts, learning to surf and rooting for the Chicago Cubs.
Paige Hart
Marshall Fixed Income Fund
Paige Hart attended American University, where she received a full four-year academic scholarship, and graduated with a B.S.B.A with a concentration in Finance from the Kogod School of Business. Prior to attending Marshall, she worked as an Investment Analyst for New Century Advisors, LLC, a Washington D.C. based fixed income investment management firm serving institutions. She received an academic scholarship to attend USC’s Marshall School of Business, and upon graduation plans to resume her career in investment management. Paige is currently a CFA Level II Candidate, and in her spare time enjoys running, traveling, and spending time with family.
Ivan Mirabelli
Marshall Fixed Income Fund
Ivan Mirabelli attended Colgate University, where he received a B.A in economics. Prior to attending Marshall, he worked for the New York City Economic Development Corporation where he managed the issuance of municipal debt used to finance economic development projects in New York City. Upon graduation he plans to pursue a career in fixed income investment management. Ivan is currently a CFA Level I Candidate, and in his spare time enjoys traveling, attending baseball games and playing soccer and golf.

Provident Growth Fund

Ted Chang
Provident Growth Fund
Ted Chang graduated from University of California, Los Angeles in 2004 with a BA in Political Science. Prior to attending Marshall, he worked in New York as a risk management consultant for Zurich Financial Services, where he was an Analyst in the Global Research and Analytics Group. Ted also developed a $4.4M book of business at QuinStreet as a Business Development Associate. This past summer, Ted worked as a Hedge Fund Associate for the Alternatives Portfolio at Stonnington Group in Los Angeles. Upon graduation, Ted intends to pursue a career in investment management. Ted is a CFA Level II Candidate, and in his spare time enjoys traveling, playing hockey, golf, and tennis.
Wesley Hansen
Provident Growth Fund
Wesley Hansen graduated from Boston College in 2003 with a BA in Economics. During the summer of 2011 he interned in the trading room at BMA Securities. Additionally, Wesley was a summer associate for Pylon Capital, a recently launched private equity search fund in Los Angeles. Prior to attending Marshall he worked freelance in film and television as a cinematographer and camera operator. He also worked as an Executive Producer on a $30MM independent project to be filmed on location in China. Upon graduation, Wesley will embark on a career in securities trading. In his spare time he enjoys traveling, soccer, and surfing.
Edward (Ed) D. Wang
Provident Growth Fund
Edward (Ed) D. Wang graduated from the University of Texas at Austin with a BBA in International Business and a minor in Accounting in 2004. During his time there, he studied abroad twice, once in Paris, France and once in Hong Kong, China. He has spent the last several years as a Senior Auditor for the Automobile Club of Northern California, Nevada, and Utah (AAA NCNU). Prior to that, he worked as a Consultant for Protiviti in San Francisco focusing on business risk and internal audit. This summer, Ed worked as an Equity Research Analyst for Forefront Capital. Upon graduation Ed plans to pursue a career in equity research. Ed is a CFA Level I Candidate. His other interests include traveling, football, and basketbal.

Trojan Equity Fund

Samuel Chun
Trojan Equity Fund
Samuel Chun graduated with High Honors from University of California, Berkeley with a BA in Economics in 2003. Prior to attending Marshall, he worked as a Research Analyst for FactSet Mergerstat, a division of FactSet Research Systems. Upon graduation Sam intends to pursue a career in investment management. Sam has passed all three levels of the CFA exams, and pending his work experience will qualify to be a Charterholder. In his spare time he enjoys playing the guitar, basketball, and snowboarding.
Teige Sullivan
Trojan Equity Fund
Teige Sullivan graduated with Honors from USC with a BA in Communication and Business in 2005. He was also a member of USC’s 2002 Men’s Tennis National Championship team. Prior to returning to Marshall, he worked in Institutional Sales and Trading for Roth Capital Partners, a full service investment bank in Newport Beach. This summer Teige worked for Deutsche Bank in the trading rotation program. Teige is a CFA Level I Candidate. Upon graduation, Teige intends to pursue a career in investment management. In his spare time, he enjoys fly-fishing, surfing, and backpacking. 
Weston Tong
Trojan Equity Fund

 

Weston Tong graduated from the Navy Nuclear Field Program in 2002 and Thomas Edison State College with a BS in Nuclear Engineering Technology in 2007. Prior to attending Marshall, he served in the United States Navy as a Nuclear Reactor Operator on-board nuclear aircraft carrier USS John C. Stennis. Weston also worked as a test specialist after the Navy at Space Systems Loral, a commercial satellite manufacturing firm located in Silicon Valley. Weston is a CFA Level I Candidate. Upon graduation, Weston intends to pursue a career in investment management. In his spare time, Weston enjoys running and watching NFL football and MLB baseball.

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Class of 2011

Alumni Profiles

California Small Cap Fund

Amit Agrawal
California Small Cap Fund

 

Amit Agrawal grew up in India and received a B-Tech in Electronics Engineering from Indian School of Mines in 2003. Following his graduation he worked for a year as an Application Engineer with Oracle Corporation. After that, he served as a technology consultant to Bank of America and UBS in their Private Wealth Management and Equities & Derivatives division for over five years. Amit has passed all three levels of CFA certification.

Steve Cho
California Small Cap Fund

 

Steve Cho attended the University of California at Los Angeles as a Regents Scholar, graduating with a Bachelors of Science degree in International Economics, minor in Political Science and specialization in Computing. Prior to attending Marshall, he spent five years working in the financial services industry, most recently in the Alternative Fund Services group at Deutsche Bank. Steve is currently a Level I Candidate in the CFA Program and plans to pursue a career in investment management upon graduation.

Ye Fu
California Small Cap Fund

 

Ye Fu has a Bachelor of Economics from Nankai University and a Master of Finance from University of Georgia. She interned at the proprietary trading team of China Investment Corporation in the summer of 2010. Prior to joining Marshall, she worked at Federal Home Loan Bank and provided financial advisory services to member banks of FHLB. She is a Phi Kappa Phi scholar and made the 2010 dean’s list.

Brian Laks
California Small Cap FundBrian Laks graduated from the University of Southern California with a BS in Business Administration. Prior to attending Marshall, he worked as a portfolio manager for his family investment corporation. He is a CFA Level II candidate, and intends to pursue a career in investment management.

Marshall Fixed Income Fund

Alan Aung
Marshall Fixed Income FundAlan Aung graduated from the University of Southern California in 2004 with a B.S in Finance and Global Management. Before returning to the Marshall School of Business to pursue his MBA, Alan worked at the Capital Group Companies processing equity orders for portfolio managers across a variety of institutional portfolios. Upon graduation, he plans to pursue a career in investment management.
Matthew Haefner
Marshall Fixed Income FundMatthew has a BA in Sociology from the University of Pennsylvania.  He is currently pursuing his MBA at USC Marshall with an anticipated graduation in 2011.  He made the 2010 Dean’s List, is President of the Marshall Soccer Club and is a member of the AFA, the EVMA and TEC On Campus.  During the summer of 2010 he interned with Credit Suisse Private Banking.
Andrew Meyer
Marshall Fixed Income FundAndy Meyer graduated from Georgetown University with a BSBA in Finance in 2006. Prior to attending USC Marshall he worked in litigation and strategy consulting. Andy will be working at Bank of America in San Francisco for the summer, and plans to work in Investment Banking upon graduation. In his spare time he enjoys running, and playing golf and baseball.
Shant Thomasian
Marshall Fixed Income FundShant Thomasian is a Southern California native, growing up in the San Fernando Valley and graduating Honors with Distinction from UCSD’s Economics department. He spent the majority of his career with Lehman Brothers as a member of their corporate cash management group, managing fixed income portfolios for public and private companies. Shant is a CFA charter holder and the Executive Vice President of the American Finance Association.    

Provident Growth Fund

David Hendrics
Provident Growth FundDavid Hendricks graduated from Pepperdine University with a Bachelor of Science in Management. He has spent the last several years working for JCB International, a major Japanese consumer credit company, currently serving as the Senior Network Engineer at their U.S headquarters in Los Angeles. While attending USC Marshall School of Business, David is concentrating on Finance and is a current CFA Level I candidate. After graduation David plans to pursue a career in alternative investment management and financial services.
David D. Lohrey
Provident Growth FundMatthew has a BA in Sociology from the University of Pennsylvania.  He is currently pursuing his MBA at USC Marshall with an anticipated graduation in 2011.  He made the 2010 Dean’s List, is President of the Marshall Soccer Club and is a member of the AFA, the EVMA and TEC On Campus.  During the summer of 2010 he interned with Credit Suisse Private Banking.
Davi Lund
Provident Growth FundDavid Lund graduated from Brigham Young University in 2005 with B.A. degree in Economics and History and is currently a CFA Level I candidate. Prior to attending USC Marshall, David was a manager in the acquisition and development division at Wasatch Advantage Group, a real estate firm with over $500M in assets under management. He was in charge of the underwriting, financial structuring, portfolio management, and tax exempt bond allocation. David plans to spend this summer in the Equity Research Department of The Trust Company of the West, working as a summer analyst and upon graduation he plans to pursue a career in investment management.
Hari Seshadri
Provident Growth FundHari Seshadri is a Chartered Accountant with more than 5 years of experience in auditing. Prior to studying at Marshall, he worked at Ernst & Young’s Assurance Practice as an Assistant Manager. He worked at Cummins Inc. over the summer as an intern in Financial Planning and Analysis. Hari is a CFA Level 1 Candidate and one of Marshall’s VCIC Champions. He enjoys playing cricket and table-tennis, reading and traveling.    

Trojan Equity Fund

Megan Christman
Trojan Equity FundMegan Kay Christman graduated from Pepperdine University with a BFA in Theatre and Humanities. Currently she works as Associate Director of Marketing for the Wilshire Group at Morgan Stanley PWM and runs a small production company she founded called Kayjah production. Prior to coming to Marshall, she was entrenched in the entertainment industry (both performance and production), but has since found a love of the world of finance. Megan is a CFA Level I candidate and pursuing her MBA at Marshall with a focus on finance and entrepreneurship.
R. Alex Scott
Trojan Equity FundAlex Scott graduated from Georgia Tech in 2007 with a B.S. in Aerospace Engineering. He currently works for The Boeing Company as a Structural Design Engineer at the Satellite Development Center in El Segundo. Alex recently passed the CFA Level I exam and intends to pursue a career in investment management upon graduation from Marshall. Alex enjoys watching college football, hiking, camping and going on trips with his wife Lara.    
Atul Sharma
Trojan Equity Fund

 

Atul Sharma graduated in B.E (Industrial Electronics) from Nagpur University, India. He is a student in MBA.PM program and currently works as an IT Consultant. He has worked on various business system implementations in financial services industry for clients such as Wells Fargo Bank and Toyota Financial Services. Atul enjoys traveling and in his spare time loves photography, running, and yoga. He is a CFA Level I candidate and after graduating from Marshall, Atul intends to pursue a career in Investment management.

Min (Grace) Xu
Trojan Equity Fund

 

Min (Grace) Xu graduated from Shanghai Maritime University with a Bachelor of Business Administration in 2004. Prior to attending Marshall, Min worked in Industrial and Commercial Bank of China as a relationship manager in corporate finance department. In her spare time, she enjoys photography, movies, traveling and swimming. Upon graduation, Min intends to pursue a career in investment management or private equity industry.

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Class of 2010

Alumni Profiles

Babcock California Fund

Eric Cherrstrom graduated from the University of Notre Dame with a BS degree in Computer Science Engineering. Prior to attending Marshall, Eric spent four years as an Engineer working for Maxim Integrated Products. He enjoys playing baseball and golf, surfing, and triathlons.

Anthony Cresci, CFA, graduated from San Diego State University with distinction in Finance. Most recently, he worked as a Summer Associate for Fortress Investment Group and prior to business school he worked as an Investment Associate at UBS while obtaining his CFA charter. Upon graduation, Anthony plans to pursue a career in investment banking or private equity.

Elizabeth Loomis graduated from New York University with a degree in Psychology in 2004. Prior to attending USC Marshall, she worked at The Blackstone Group as a Compliance Analyst. Upon graduation, Elizabeth intends on pursuing a career in financial services.

Aziz Sawaf graduated from the University of Arizona in 2004 with a bachelor of science in business administration, majoring in finance. Before coming to Marshall, Aziz worked in several capacities within consulting, including strategy and corporate finance. He is currently a CFA Level II Candidate and after graduating from Marshall plans to pursue a career in investment management.

MARSHALL FIXED INCOME FUND

 

Abhilash Kushwaha has a BE in Electronics and Telecommunication Engineering from Army Institute of Technology, Pune, India. He is currently working on his MBA at USC Marshall School of Business with an anticipated graduation in 2010.

Pasquale La Valle holds a M.Sc. in Electronic Engineering from the Politecnico di Milano, Italy. Prior to attending USC Marshall, Pasquale served as Interest Rate Product and Credit Derivatives Analyst at Goldman Sachs London after having spent several years working as software engineer within the Telecommunications industry for O2 UK and Motorola. Upon graduation, Pasquale plans to pursue a career in international investment management.

Yuki Nagase has an MSE in Computer Science from Johns Hopkins University. He is currently working on his MBA at USC Marshall with an anticipated graduation in May 2010. In his spare time, he enjoys golf, skiing, and traveling.

Eitan Tashman graduated from USC in 2003 with a degree in Philosophy. Prior to attending USC Marshall he was a partner in a commercial real estate investment firm. He specialized in high-end retail properties in Southern California. In his spare time he enjoys spending time with his wife and three kids as well as playing basketball. Upon graduation he intends to pursue a career in investment management.

PROVIDENT GROWTH FUND

 

Sharat Batra graduated from UCLA in 2005 with a BS in Mechanical Engineering. He works for the Los Angeles Department of Water and Power as a mechanical engineer in the Environmental Affairs Division. Sharat is currently a CFA Level II Candidate. His hobbies include reading, outdoor sports, and traveling. After graduating from Marshall, Sharat would like to pursue a career in investment management.

Mark Konyndyk graduated from Michigan State University in 2001 with a BA and MS in accounting. Prior to attending Marshall, Mark worked for Microsoft as a Senior Finance Manager. He also worked for Ernst and Young, LLP as a Transaction Advisory Manager performing due diligence for private equity clients. Mark holds a CPA and is a CFA Level II candidate. Mark was a summer intern at Thornburg Investment Management performing equity research on domestic and international equities. He enjoys golf and backpacking. After graduation he intends to continue a career in investment management.

John McNamara graduated from the University of Florida in 2002 with a BS in Business Administration with a concentration in Finance. Prior to attending Marshall, he worked as a Financial Consultant in the Securities Investment Group at Wells Fargo. Most recently, John was an intern at Focus Advisory Services where he assisted partners with providing financial and management consulting services to media clients. He enjoys surfing, snowboarding and scuba diving. Upon graduation, he intends to pursue a career in investment management.

Jianping (Kenneth) Xu graduated from Shanghai Jiao Tong University with a Bachelor of Engineering degree in Computer Science and a second degree in Finance. Jianping spent his pre-MBA career at Bank of Communications as a product manager in Asset Custody Department, where he specialized in Corporate Pension Fund service and designed pension schemes for corporate clients in China. His hobbies include Chinese calligraphy, saxophone, theater, badminton, and travelling. Jianping is a CFA Level III candidate and intends to pursue a career in investment management.

TROJAN EQUITY FUND

 

Ben Bell graduated from Wesleyan University with a BA in English in 1996. Currently he works as a Financial Analyst for USC and is a student in the MBA.PM program. Ben is a CFA Level I candidate. Before moving to Los Angeles, Ben worked for 6 years in one of the financial offices at Harvard University. In his spare time he enjoys hiking and sports.

Greg Jones graduated from the University of Florida with a BS in Decision and Information Sciences. Prior to attending Marshall, he worked as a Senior Consultant and Director at Reboot Networks, where he specialized in regulatory compliance, business continuity planning, and best practices. Upon graduation, Greg plans to pursue a career in investment management.

Ryan Lawrence graduated from the Kelley School of Business at Indiana University in 2004 with a B.S. in Entrepreneurship. He began his career in fixed income derivatives at Citigroup in New York. Prior to attending Marshall he worked in the credit derivatives group at Moore Capital Management, a $20 billion global macro hedge fund. In his spare time he enjoys golf, tennis and snowboarding. Upon graduation, Ryan plans to pursue a career in alternative investment management.

Yang Tian has a BA in English from China and a MS in Education from Temple University in Philadelphia. Prior to coming to Marshall, he was a successful entrepreneur trading metals between U.S. and China. Yang is a CFA Level I candidate and is pursuing his MBA at Marshall with a focus on finance and strategy.

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Class of 2009

Alumni Profiles

Babcock California Fund

Yaron Cohen graduated from UCLA in 1999 with a BS degree in Computer Science & Engineering and from USC in 2004 with an MS degree in Electrical Engineering. Yaron has worked for Boeing and Northrop Grumman as an Aerospace Engineer in
satellite and Joint Strike Fighter programs. In his spare time he enjoys running marathons as long as his
race times are competitive, racewalking, acting and theatrical performance, reading relevant literature, and, of course, outperforming the financial and equity markets. Upon graduation from USC Marshall Business School, Yaron would like to work in the Entertainment industry – likely in the field of asset management or company finance if not the creative side.

Alex Levinger graduated from the University of Wisconsin in 2002 with a BS in Economics. Prior to attending USC Marshall, he worked as an analyst for a financial software/consulting firm, where he modeled loans, securitized products, and complex derivatives. The past summer Alex analyzed equities for the hedge fund of Barrington Wilshire. In his spare time, Alex enjoys music, running, travelling, and snowboarding. Upon graduation from business school, he plans on working at an investment management firm.

Ken Liu graduated from the University of California, Berkeley in 2000 with a BS in Business Administration. Prior to USC Marshall, Ken worked at Watershed Asset Management LLC, a distressed debt hedge fund, where he was responsible for the firm’s accounting, operations, and investor reporting. Prior to Watershed, Ken spent four years auditing investment management firms at Ernst & Young LLP. After graduation, Ken plans to go back to the hedge fund industry. In his spare time, Ken enjoys traveling, sports, and photography. Ken is a CPA, and he has passed Level I of the CFA exam.

Brian Sigler graduated from the University of California Los Angeles in 2003 with a degree in Business Economics. Prior to attending USC Marshall for his MBA, Brian spent four years in the commercial lending industry. His most recent years prior to Marshall were spent with a start-up venture specializing in asset-based financing and equipment leasing for corporate clients. Brian spent this past summer interning for Lehman Brothers in their Private Investment Management group. In August of this year, he will join on with Morgan Stanley as a Private Wealth Management Associate.

MARSHALL FIXED INCOME FUND

Andrew Hsiai graduated from Cornell University with a BA in Economics. Over the summer, Andrew interned at Pacific Asset Management, working on corporate loan transactions. Prior to attending USC Marshall, Andrew worked at New York Life Investment management LLC for 6 years in various capacities. His last role was a High Yield credit analyst covering the aerospace and industrial sectors. He participated in a wide variety of High Yield transactions including collateralized
debt obligations, mutual funds and credit derivative products. In his spare time, Andrew enjoys tennis, mountain biking, and photography. Upon graduation, Andrew plans to continue a career in investment
management.

Prapti Kannan graduated from UC Berkeley in 2002 with a B.S. in Electrical Engineering and Computer Science and from University of Illinois in 2004 with a M.S. in Electrical and Computer Engineering. Before coming to USC Marshall, she worked in engineering and technical marketing at Qualcomm, Inc. designing and promoting multimedia capabilities on the mobile platform. In her spare time, she enjoys following the real estate market and home improvement projects. Prapti spent her summer working in the Corporate Finance group at Cisco Systems in San Jose. Upon graduation, she will be joining Capgemini in the Transformation Consulting group as a Senior Consultant.

Christine Keating holds a B.A. degree in Economics from Middlebury College. Prior to attending USC Marshall, Christine worked at Lehman Brothers Inc as a fixed income sales assistant specializing in middle market institutional clients. Christine covered clients in the breadth of fixed income products, allowing her to develop familiarity with both traditional fixed income products, such as Treasury bonds and credit bonds, as well as credit derivatives and more complex instruments. Most recently, Christine worked at GE Capital in the Experienced Commercial Leadership Internship Program. She will be
returning to GE Capital following graduation.

Eric Lo graduated from UC Berkeley in 2002 with a BA in Global Economics. Before coming to Marshall, he worked in investment banking in Hong Kong focusing on equity capital markets and initial public offerings. Prior to that Eric spent time in commercial lending as a relationship manager and credit analyst. This past summer Eric interned at GE Capital in Los Angeles covering leveraged and structured loans in the commercial lending unit. Upon graduation, he plans to pursue a career in debt finance.

PROVIDENT GROWTH FUND

Zhi Li graduated from the University of Pennsylvania in 2003 with concentrations in Economics and Math. Prior to attending
Marshall, Zhi was Associate Director of Finance at Bell Canada Enterprises (BCE) and was involved in the $52B leveraged buyout transaction for BCE. Zhi spent the summer with Credit Suisse in the Media & Telecom Group in New York. Currently, Zhi is the VP of Investment Banking for the American Finance Association and the lead career coach for the Financial Services Vertical. Upon graduation, Zhi will return to Credit Suisse full time in New York.

Alex Liu is a CPA with five years of experience in public accounting. Prior to attending Marshall, he was a Manager in the audit and tax practices at Milam, Knecht & Warner, LLP and was involved in internal accounting support for a client IPO and accounting analyses for buyouts of client companies. Alex spent the summer with the Securities and Exchange Commission investigating mortgage REITs in Las Vegas and Phoenix. Alex is currently interning at Lionfish Advisors, a boutique investment bank. Alex holds an undergraduate degree from the University of California, Los Angeles where he majored in Biochemistry and Business Economics. He will receive his MBA from the Marshall School of Business at the University of Southern California in May 2009. Upon graduation, Alex plans to pursue a career in investment management and advisory.

Jeremy Shean holds a Bachelor of Science degree in Computer Engineering from the University of Massachusetts, Lowell. In addition to his current studies, Jeremy is employed at Malloy and Co. as a Senior Associate, working on real estate and private equity deals. He is also working on venture capital deals at Zone Ventures. Prior to these positions, Jeremy worked at the New York City Economic Development Corporation as a summer associate, where he was responsible for large scale real estate development projects for the City of New York. Before attending business school, Jeremy worked as a software engineer for ONI Medical Systems, an MRI company, which produces extremity magnets. He is a member of Eta Kappa Nu, the national electrical and computer engineering honor society, and has received a Dean’s Scholarship at the Marshall School of Business.

Michael Zee graduated from the University of California Berkeley in 1997 with a BA degree in Political Science. Prior to attending Marshall, he spent seven years in San Francisco working as a management consultant for IBM Business Consulting Services and PricewaterhouseCoopers Consulting, specializing in PeopleSoft ERP implementations. Michael is the Finance officer in the Business of Entertainment Club at Marshall, as well as the Career Coach Lead for the Entertainment Vertical. Following graduation from Marshall, he is seeking employment in the area of Entertainment Finance.

TROJAN EQUITY FUND

Atul Deo graduated from Mumbai University in 2003 with an engineering degree in Computer Science. He started his career as a computer programmer at 3i Infotech Ltd in Mumbai. Before joining USC, Atul worked as an IT Consultant in the financial services industry. Atul spent last summer at Yahoo! working as a Finance & Operations MBA intern. He is a CFA Level I candidate. His hobbies include reading, cricket, and racquetball. After graduating from Marshall, Atul would like to pursue a career in investment
banking or investment management.

Heinte Lesso graduated from UC Davis with a degree in biochemistry. After authoring a series of scientific scholarly articles at the University of Chicago and Johns Hopkins University, he worked as a researcher in both the biotechnology and pharmaceutical industries before returning to business school. Most recently, Heinte performed M&A due diligence as a summer MBA intern at Gen-Probe, a leading medical diagnostic corporation. He is pursuing a career in investment management.

Kenny Li graduated from St. John’s University in 2001 with a B.S. in Finance. He began his career as a Pricing analyst at Lehman Brothers and prior to attending USC Marshall, worked as a proprietary trader focusing on equities and options. He interned at B. Riley & Co. for the institutional equity sales desk and research department and is a CFA Level II candidate. He is currently a high-yield intern with First Western Investment Management. Upon graduating, Kenny plans to enter the investment management industry as a research analyst. In his spare time, he enjoys basketball and boxing.

Bryan Prins graduated from Bucknell University with a degree in Electrical Engineering in 2004. Prior to attending USC Marshall, he worked at The Boeing Company’s Space and Intelligence Systems division designing comprehensive power consumption models, assisting in supplier management and negotiating contracts. Upon graduation, Bryan intends on pursuing a career in asset management. In his spare time, he enjoys traveling, playing chess, and managing his own portfolio. He is currently a CFA Level I candidate.

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Class of 2008

ALUMNI PROFILES

Christopher Bodmer graduated from Carnegie Mellon University in 2000 with a BS in Economics. Prior to attending USC Marshall, he worked as a trader in New York, with a focus on Asian and European equities. Last summer he interned at Intel Corporation in their operations finance division in Chandler,AZ. He enjoys traveling, outdoor sports and weightlifting. Upon graduation, he intends to pursue a career in investment management.

Mark Dombrowski graduated from the University of California, San Diego in 2003 with a degree in Management Science with a Certificate in Business. Before coming to USC Marshall, Mark Dombrowski worked at Context Capital Management, a convertible arbitrage hedge fund, where he modeled and researched convertibles, while trading equities and options to hedge portfolio positions. Mark initially played a significant role in expanding operations while also assisting with compliance and risk management systems as the fund grew from $10mm AUM to $750mm AUM at its peak. Mark earned the Chartered Financial Analyst designation in 2006.

Brian McGuigan grew up in South Africa and received a BS in chemical engineering from The University of Cape Town in 1998. Following his graduation he moved to the UK where he worked as an international IT consultant for 8 years, more than 5 of those as an independent consultant. Upon completion of his USC Marshall MBA he will pursue local employment in renewable energy finance, carbon finance or a related field.

Anthony Smolek graduated from the University of Michigan in 1998 with a BA degree in Economics. Prior to attending USC Marshall, he spent four years in San Francisco working as an Associate for Shattuck Hammond Partners LLC, a specialty investment bank focused on the healthcare services sector. Prior to that, Anthony worked for three years as an Analyst at Bear, Stearns & Co., Inc. in both the investment banking and fixed income groups. Anthony holds series 7 and 63 registrations. Following graduation from USC Marshall, he will be investing in digital media companies as a Manager in the Mergers &Acquisitions group at Fox Interactive Media.Kerrisha Jenkins is a CFA candidate and has a background in investment banking and corporate finance. Upon graduation Kerrisha plans to pursue a career as an institutional investor specializing in alternative investments. Kerrisha earned a BBA in Finance from Clark Atlanta University.Michael Richards worked in the Capital Markets divisions at several prominent New York investment banks prior to entering USC Marshall, including Deutsche Bank, Bear Stearns, and JP Morgan Chase. He maintains particular expertise in the Financial Institution industry sector where he focused for the majority of his career. Michael received his BA in Political Science from Princeton University where he was also a member of the Men’s Varsity Tennis Team.

 

Eric Ward graduated from Loyola Marymount University in 2004 with a BS in electrical engineering. Prior to attending USC Marshall, he spent two years as a project manager for an electrical contracting firm located in San Diego. Eric will be working in the Financial Advisory services group at Houlihan Lokey Howard & Zukin after graduation.

Jennifer Yeung graduated from the University of Waterloo (Canada) with a Masters Degree in Accounting and is a Certified Public Accountant (CPA). Prior to attending USC Marshall, Jennifer worked at Ernst & Young, where she effectively managed and serviced a $6.5 million client portfolio, specializing in financial statement audits of publicly-listed retail and manufacturing companies. Jennifer spent her summer internship on the Equity Sales Trading desk at Credit Suisse in Hong Kong. Upon graduation, she will continue to expand her knowledge of Asian markets by working at Driehaus Capital Management as an Investment Analyst for their Emerging Markets fund.

Jordan Bond graduated from the University of Colorado at Boulder with a degree in Economics. Jordan has spent his entire career working for Morgan Stanley as a Financial Advisor, where he manages wealth for high net worth individuals and businesses. Jordan holds several NASD licenses and is currently a CFA Level II Candidate. In his spare time, he enjoys traveling, sports, and poker. After graduating from USC Marshall he intends to pursue a career in investment management or investment banking.

Nile Garritson graduated from USC in 1998 with a B.S. in Business Administration. He was a financial advisor at UBS Financial Services for four years, and worked with clients employed by newly public or recently acquired Bay Area companies to diversify concentrated stock and option positions. During the two years prior to returning to USC, he was the trader for a small team at UBS that sold proprietary stock research to value-oriented hedge funds. Nile is a CFA charter holder.

Alex Kremen graduated from the University of California at Santa Barbara with a B.S. degree in Electrical Engineering. Prior to attending USC Marshall, Alex spent 2 years as a spacecraft engineer, operating naval communication satellites for General Dynamics. Alex holds a Secret Security Clearance and is a CFA level I candidate. In his spare time, Alex enjoys poker, traveling, and baseball. Following graduation, Alex intends to pursue a career in investment management.

Swati Saparia graduated from UC San Diego in 2003 with a BS in Computer Engineering and a minor in Economics. Prior to business school, she worked for two years as a software engineer at Qualcomm. As an engineer, she was part of a team that developed and implemented software applications for mobile technology. Her hobbies include reading, traveling, and skiing. After graduating from USC Marshall, Swati will be working in Corporate Finance at Cisco Systems.

Dennis Chen graduated from the National Taiwan University with a Bachelors degree in Finance. Prior to attending USC Marshall, Dennis was a product manager in the Product Development and Marketing Division at Prudential UK plc Asset Management Taiwan, in charge of the fixed-income products, structured products, hybrid products, and offshore funds. Before Prudential UK, Dennis was a government bond trader. Dennis spent this past summer in the Financial Business Group of Charoen Pokphand in Beijing, working with the M&A team to complete the business plan for the new target unit. Upon graduation, Dennis plans to pursue a career in the international investment management.

Tony Forte holds a B.A. degree in Economics from the Johns Hopkins University. Prior to attending USC Marshall he spent four years working in the debt capital markets in the fixed income division of Lehman Brothers. He has participated in a wide variety of transactions including mortgage and asset backed debt structuring, real estate project financings, and interest rate derivative products. Most recently Tony worked in the Energy Investment Banking group at Barclays Capital in New York, providing financing and risk management products for energy related LBO’s and project financings.

Brent Kunzel graduated from San Diego State University in 2001 with a B.S. in Business Administration. Prior to attending USC Marshall, he worked in the equipment finance industry as a client relationship manager and credit analyst. In his spare time, Brent enjoys mountain biking, snowboarding, and reading. This past summer Brent worked in the corporate debt capital market division of Wells Fargo Bank in San Francisco. Upon graduation, Brent plans to pursue a career in investment management in relationship management.

Alex Wan graduated from UC Berkeley in 2000 with a B.S. in Electrical Engineering and Computer Science. Before coming to USC Marshall, he worked in the product development team at Dolby Laboratories designing professional audio and digital cinema products. In his spare time, he enjoys golf, movies, and motor sports. Alex spent his summer working in the technology investment banking group at Merrill Lynch in New York. Upon graduation, he will be returning as a full-time associate.

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Class of 2007

ALUMNI PROFILES

Todd Ammons graduated from the University of California at Berkeley in 1999 with a degree in History. While at Cal, Todd went to the Sweet Sixteen of the NCAA Tournament with the Cal Bears Men’s Varsity Basketball team. Prior to attending Marshall, he spent five years on the U.S. Institutional Equity Sales desk at Citigroup in San Francisco where he held the positions of Analyst, Associate, Assistant Vice President, and Vice President. Todd holds series 7 and 63 registrations and is currently a Level II Candidate in the CFA program. Following graduation, he will be working at Akahi Capital Management in San Francisco as the Healthcare analyst for their long/short equity fund.

Lior Bendat graduated from the Wharton School of the University of Pennsylvania in 200, where he concentrated in Strategic and Entrepreneurial Management and Information Systems. Prior to attending Marshall, Lior worked for Prudential Securities as a business analyst. Upon leaving Prudential, Lior helped establish a hedge fund trading high dividend securities through a proprietary trading platform. Over the summer, Lior worked in portfolio analytics for RNC Genter, a boutique investment advisor headquartered in Brentwood. Lior plans to pursue a career in equity analysis upon graduation from Marshall.

Jason Bidwell graduated from Colby College in 2002 with a degree in Physics. Prior to attending Marshall, he worked at Evergreen Investments as a fund analyst and MFS Investment Management as an investor service representative. This past summer Jason worked as an equity research analyst for Celfin Capital in Satiago, Chile. He is a CFA Leve II candidate. In his spare time he enjoys skiing, surfing, playing tennis, and playing the guitar. Upon graduation from Marshall, Jason plans to pursue a career in investment management.

Alicia Boice graduated from the University of California at Los Angeles with a BS degree in Applied Mathematics. Prior to attending Marshall, she was a consultant for Barra, a financial risk management solutions provider, implementing the enterprise wide risk system, called TotalRisk, for European asset management clients. Recently, she was an investment risk analyst for the UC Regents’ Pension and Endowment funds. Last summer, she interned in the fixed income research department of Payden & Rygel Investment Management. Alicia is a CFA charter holder and plans to pursue a career in investment management after graduation.

Millie Ching graduated from Georgetown University with a dual degree in Finance and International Business, and a Chinese minor. Prior to attending Marshall, she spent six years in the financial services industry as an analyst at Thomson Financial Investor Relations and performance analyst at RS Investments, a boutique investment management firm. Millie has passed Level I of the CFA program. Following graduation, she will work in equity research.

Byung Choi graduated from the University of California, Berkeley in 1999 with a BA in Rhetoric. Prior to attending Marshall, Byung was a senior associate in the investment banking division at Samsung Securities. Over the summer, Byung was an associate in the municipal securities group at UBS Investment Bank. In his spare time he enjoys golf, hiking, cooking, and spending time with family and friends. Upon graduation, Byung plans to pursue a career in investment management.

Rick Eastland graduated from Trinity College with a Bachelors degree in Psychology. This past summer, he completed his internship as a Research Associate with Royce and Associates. Rick currently is an intern at The Clean Energy Fund, a group specializing in alternative energy investments, and he intends to work in investment management after graduation. He is a CFA Level II candidate.

Chris Hyun graduated from University of California at Berkeley with a Bachelors degree in Economics. Prior to attending Marshall, he spent majority of his career as an equity options market maker on the floors of Pacific and Amsterdam Option Exchanges. He enjoys golfing, reading and traveling. Last summer, he interned at Intel Corporation in a strategic finance role with the Ultra Mobile Group. Upon graduation from Marshall, he will join PricewaterhouseCoopers as a management consultant in the performance improvement group.

Han Jang graduated from National Chengchi University from Taiwan in 2001 with a BBA in Finance. Prior to attending Marshall, Han spent one year at a hedge fund (China Wealth Management Corp.) as a trader focusing on convertible bonds. He spent another year in Barits International as a senior analyst covering the derivatives trading desk. Han is currently a dual degree student in MBA and Master of Real Estate Development. He plans to pursue a career in real estate investment upon graduation.

Kermit Lee graduated from the University of California at Berkeley with degrees in Mechanical Engineering and Economics. Prior to attending Marshall, Kermit was a mortgage broker managing a small business in the San Gabriel Valley. Kermit spend his summer internship on the proprietary trading desk at Lehman Brothers in Hong Kong, where he will be returning to upon graduation from Marshall.

Stephen Lee graduated magna cum laude from the University of California at Riverside with a Bachelors degree in Business Administration, with an emphasis in accounting. Stephen started his career at Franklin Templeton where he became Assistant Supervisor of the Fund Accounting Department supervising staffs and accounting of mutual funds. He later joined The Capital Group Companies where he did similar work. He is currently working at First Quadrant, an investment management firm, as a portfolio manager in the portfolio engineering group. In his spare time, he enjoys spending time with his family, reading, and playing golf.

Arman Melikian graduated from the University of California, Los Angeles with a BA in Business-Economics. Prior to attending Marshall, he worked as an analyst for Goldman Sachs: The Ayco Company, providing comprehensive financial planning services for executive-level corporate clients and high net-worth private clients. Since the start of summer, Arman has interned with emerging large cap growth manager McComsey Asset Management in Los Angeles. Upon graduation, he will be joining the firm full-time as an Associate Analyst. Arman has passed all 3 levels of the CFA examination and is awaiting the award of his charter.<

Cyrus Modanlou graduated from Columbia University in 2000 with a dual degree in Economics and Political Science. Prior to attending Marshall, Cyrus worked as an Associate in Institutional Sales at RBC Capital Markets and in Equity Research at Credit Suisse First Boston. During the past summer, he interned for Level Global Investors, a $2 billion multi-sector investment firm in New York, where he covered the Enterprise Software sector. In his spare time, Cyrus enjoys skiing, traveling, and reading. Following graduation from Marshall, he intends to pursue a career in investment management.

Miguel Sanchez graduated from Stanford Universtiy in 2001 with a BS in Industrial Engineering and a BA in Psychology. Prior to attending Marshall, he worked in Louisiana as a Financial Advisor for Wachovia Securities. Last summer he interned for RNC Genter Capital Management as an equity analyst. Miguel holds a series 7, 24, 31, 63, and 65 registrations. In his spare time, he enjoys traveling and community service. Upon graduation, Miguel plans to work as a Financial Advior in his hometown of Albuquerque, New Mexico.

Michael Shan graduated from the University of California at Berkeley with a BA in Economics and a minor in Business Administration. Prior to attending Marshall, he spent three years trading equity options on the floor of the Pacific Exchange as well as on the International Securities Exchange (ISE). Michael is a Level II Candidate in the CFA Program. Over the summer, Michael worked at Intel Corporation in the company’s operations/finance group and will return to Intel upon graduation as a senior financial analyst.

Chris Weedon graduated from Michigan State University in 2001, where he obtained a BS in Computer Engineering. Prior to attending Marshall, he worked for Lockheed Martin’s Systems and Sensors group and concurrently obtained his Masters in Computer Engineering from Syracuse University. This past summer Chris worked as an investment banking Associate for CIBC World Markets, and throughout the school year he worked part-time as a private equity Analyst for Stonnington Investments. Upon graduation, he will be working as an Analyst in Structured Finance for MBIA.

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Class of 2006

ALUMNI PROFILES

Kurt Frederick graduated from Saint Cloud State University in Minnesota with a BS in Accounting and a minor in Business Computer Information Systems. Prior to attending Marshall, he worked as a consultant in the Integrated Technology Solutions group at RSM McGladrey before spending four years as an accountant in the Financial Consulting and Regulatory Reporting departments at Wells Fargo. Kurt is a CFA Level I candidate. He plans to pursue a career in investment management upon graduation.

Matthew Heerwagen graduated from Middlebury College in 1996 with a BA degree in International Politics & Economics and German. Prior to business school, Matthew worked for Brown Brothers Harriman for six years as a business analyst, relationship manager and mutual fund analyst. Outside of work, he enjoys skiing, fishing and an occasional soccer game. He holds the NASD 7 & 63 licenses and plans to work in the securities industry upon graduation from Marshall.

Michael Hsu graduated from Princeton University in 2001 with a BSE in operations research and financial engineering. Prior to attending Marshall, he spent three years as an actuarial analyst performing valuations of corporate and municipal retirement plans. Michael is currently a candidate in the CFA Program and intends to pursue a career in investment management after graduation.

Jonathan Kasen graduated Boston College with a BS in Finance and also completed the General Course at the London School of Economics. Prior to attending Marshall, he worked as a research analyst for Hellman Jordan Management Company, a $1 Billion long/short investment firm located in Boston, MA. In his spare time he enjoys traveling, the fine arts, and playing basketball. Jonathan plans to pursue a career in Investment Management upon his completion of the Marshall program.

Greg Padilla graduated from Arizona State University in 1999 with a BS in Finance. While at Arizona State, Greg was a four-year ember of the varsity golf team and won a National Championship in 1996. Prior to attending Marshall, he spent four years managing all aspects of his international professional golf career and returned to business school to pursue a career in investment management. Greg has passed level I of the CFA program and is currently a level II candidate.

Sunil Pradhan graduated from the University of California at Berkeley with a Bachelors of Science degree in Electrical Engineering and Computer Science. Prior to attending Marshall, he spent six years in consulting at Ernst & Young, Valicert and iRise. He enjoys running, golfing and traveling in his spare time. Upon graduation from Marshall, Sunil plans to pursue a career in investment banking or working with venture capital.

Cliff Remily graduated cum laude from the University of Washington in 1999. Prior to attending Marshall, he was an acquisition analyst for Kennedy Associates Real Estate Counsel, a pension fund advisor with $5.0 billion in assets. He will spend his summer with Brandes Investment Partners as an intern in San Diego. Cliff is a CFA charter holder and intends to continue his career in investment management after graduation.

Robert C. Riggs graduated magna cum laude from Vanderbilt University in 2000 with a BA in Economics and Business Administration. Prior to attending Marshall, he worked as a financial advisor in the Private Client Group at Merrill Lynch and then joined a strategic investor relations consulting firm as an analyst. Robert is a Level II Candidate in the CFA Program. In his spare time, he enjoys playing golf and traveling. Upon graduation from Marshall, he intends to pursue a career in equity research.

Robby Saggu graduated from the University of California at San Diego with a Bachelors degree in Psychology and a minor in Chemistry. Prior to attending Marshall, he spent two years as an Account Executive and Corporate Trainer with Balboa Capital, a commercial lender. More recently, he was the founder and trader for his own fund, located in Newport Beach, CA. Robby has passed Level I of the CFA Exam and was recently awarded the Kiplinger Prize for excellence in academics, leadership and giving back to the Marshall community. Robby will be spending this summer in the Private Wealth Management division of Goldman Sachs.

Jon Sullivan graduated from Dartmouth College with a bachelors degree in Latin American literature in 1999. Prior to attending Marshall, he managed an English school in Shanghai. He has also worked in Central America, South America, and Japan. Jon is a candidate in the CFA program and plans to work in either investment management or securities research upon graduation.

Josh Weinstein graduated from Columbia University in 2000 with a dual degree in Economics and Mathematics. Prior to attending Marshall, he worked as an associate in the Private Wealth division of Morgan Stanley and as a Sales Associate at Citigroup Asset Management. Josh holds series 7 and 63 registrations and has passed level I of the CFA program. Following graduation from Marshall, he intends to pursue a career in investment management.

Michael Yen graduated from the University of Pennsylvania in 2001 with a BS in economics. Prior to attending Marshall, he worked at Eclipse Advisors as an analyst negotiating corporate airline contracts. In his spare time, he enjoys playing basketball and baseball. Upon graduation, Michael plans to pursue a career in investment management.

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Class of 2005

ALUMNI PROFILES

Leslie Chang graduated from UCLA in 1999 with a Bachelor of Science in Psychobiology. Prior to business school, Leslie was an associate in the Private Wealth division of Merrill Lynch, where she derived and implemented investment and financing strategies for high-net worth individuals. She currently holds the NASD 7 & 66 licenses and has obtained her CFA Level I. After obtaining her MBA degree, Leslie plans to pursue a career in the securities industry.

Erik Gunnerson worked as an investment banking analyst for three years with Deutsche Bank?s Global Energy, Chemicals, and Utilities Group. At Deutsche Bank, he was responsible for completing M&A and high yield transactions for Fortune 500 companies in the chemical industry. Prior to his career in investment banking, Erik founded his own business specializing in reproduction classic car parts. Additionally, Erik spent two years in Buenos Aires, Argentina as a financial secretary and volunteer missionary for his church. He is fluent in Spanish and enjoys restoring classic cars and cooking. Erik is currently working at Citigroup as an Institutional Sales and Trading Associate.

Eric Hammelman graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Music degree, and the Mannes College of Music in New York City with a Master of Music degree, both in Viola Performance. Prior to attending Marshall, he spent five years as a freelance musician in New York City, performing with The Lion King on Broadway and the New Jersey Symphony. More recently, he was the Director of Finance for an artist management firm located in Brooklyn, NY. He currently works at JP Morgan Chase.

Ryan Korinke graduated from Harvard University in 1999. Prior to attending Marshall, he worked for The Concord Group as a real estate consultant advising clients on the acquisition, development and disposition of various real estate assets. Ryan is a CFA charter holder. He is currently an account manager at Pacific Investment Management Company.

David McLean-Armour graduated from Tufts University in 1999 with a BA in Political Science. Prior to entering the Marshall MBA program, he spent four years with Turner Broadcasting Sales in Atlanta where he analyzed, negotiated, and executed multi-platform advertising deals for the company?s cable networks and websites. David is currently an associate at Jefferies Capital Management.

Daryn Miller graduated from Vanguard University in 1997 with a Bachelor of Arts degree in Accounting and Finance. Prior to attending Marshall, he was an accounting manager with a software development firm in the Silicon Valley. Daryn is currently in the Healthcare, Managed Care Team at Goldman Sachs.

John Noell graduated from Washington University in St. Louis with a BS in Finance and Economics in 1999. Prior to attending Marshall, he worked for two years as an investment banking analyst for A.G. Edwards and Sons, after spending two years on the firm?s municipal bond trading desk. John is a CFA and a member of the Los Angeles Society of Financial Analysts (LASFA). In his spare time, he enjoys exercise and foreign travel. John currently is employed at Barrington Partners.

Matt O’Mara, a CFA charter holder, graduated from Stanford University in 1999 with a degree in Economics. While at Stanford, Matt was a four-year member of the varsity swimming team and won a National Championship in 1998. Matt began his professional career at Newell Associates, an investment management firm specializing in large-cap value portfolios. He held a number of positions over his four-year tenure with the firm and left as an Associate in 2003 to attend business school at Marshall. In his spare time, Matt enjoys swimming, trying new restaurants, and keeping in touch with his eight siblings.

Vinay Prabhu graduated cum laude from Vanderbilt University in 1997 with a degree in Economics and Political Science. Prior to attending Marshall, he worked as a consultant in the healthcare industry and then founded an advertising production company. This summer, he is pursuing an internship in investment banking in an industry coverage group. He enjoys playing the saxophone, surfing, and scuba diving in his spare time. Vinay currently is an investment banker at JP Morgan Chase.

David Rivinus graduated from Vanderbilt University with a BS in Economics and Engineering Science. Prior to attending Marshall, he spent four years as an equity research associate covering the gaming and lodging sectors at Bank of America Securities in San Francisco. David holds series 7 and 63 registrations and has passed levels I and II of the CFA program. Following graduation from Marshall, he intends to pursue a career in private equity or investment management. Dave is currently at Sterling Johnston Capital Management.

Ashish Shah graduated from the University of California, Berkeley with a dual BA in Environmental Science and Economics. During the 2004 academic year, he worked as an intern in the commercial mortgage-backed securities group at Trust Company of the West. Prior to attending Marshall, he worked as a strategic planning manager at Sun Microsystems and Escalate and as an equity research associate at JPMorgan Chase. His interests include skiing, travel, and aquatic life. He plans on pursuing a career in investment management upon graduation. Ashish is currently a high-yield research analyst at Financial Management Advisors.

Jing Zhou earned her Bachellors of Engineering degree in Industrial Management Engineering from Xi?an Jiaotong University in 1997. She then studied Computer Science at DePaul University, Chicago where she received her Masters of Science degree in 1999. Prior to entering the MBA program at Marshall, Jing worked as a software engineer at Kana Software Inc. and as a consultant. In her spare time, she enjoys reading, exercising, and cooking healthy and delicious new recipes.

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Class of 2004

ALUMNI PROFILES

Scott Abrams graduated from the University of California, Los Angeles in 1998 with a Bachelor of Arts degree in Business Economics. Prior to attending business school at USC, Scott worked at Deloitte & Touche in both the audit and tax departments. Scott is a licensed CPA and currently works at Warner Bros. as a senior Financial Analyst.

Nick Bartolo graduated from the Leventhal School of Accounting at the University of Southern California in 1998. Before returning to Marshall, he worked at the Capital Group in a management development rotational program and at Arthur Andersen as an auditor. Nick is a CPA and a CFA Level I candidate.

Eric Biddle graduated from Colgate University in 1998 with a degree in economics. Prior to matriculating at Marshall, he worked as a project manager at a Los Angeles based design company, working to forecast and analyze a variety of projects throughout the firm. Eric enjoys playing basketball, hockey, and golf in his spare time.

Karl Cheng graduated with a Bachelor of Science from the Massachusetts Institute of Technology and a Master of Science from the University of California, Los Angeles, both in Materials Science and Engineering. Prior to business school, Karl was a Director at UBS Warburg, where he traded US equity index derivatives and designed proprietary trading strategies. Subsequently, he managed and trades options and stocks for his own account. He is currently working at Barclays Global Investors.

Paul Cheng graduated from UCLA with a BA in English, and he was an active member in its investment club. Prior to Marshall, he worked as a market researcher for a technology consultancy that served Fortune 500 firms as well as start-ups. As a marketer for a software service firm, he helped the firm raise additional venture funding by meeting aggressive acquisition goals. Paul is a Chartered Financial Analyst, Level II candidate and an Affiliate Member of the Los Angeles Society of Financial Analysts.

William Crader was an investment banking analyst with Lehman Brothers Global Health Care Group prior to joining the Marshall School of Business. Before his investment banking experience, William worked at Franklin Templeton in the firms Management Training Program. While at Franklin Templeton, he gained exposure to the fixed income capital markets as a research analyst in the Portfolio Management High Yield Group and Municipal Bonds Group. William graduated from the University of California, Berkeley in 1998 with a BA in Economics. William is currently working at Wedbush Morgan Securities, Inc. in investment banking.

Jeff (Zheyi) Huang worked as a sell side equity analyst for seven years before coming to Marshall. He served as Vice President of the Bank of China International, where he was responsible for the equity research department in its Shanghai office. His experience includes China International Capital Corporation as an associate and Credit Lyonnais Securities Asia as a senior analyst covering H shares, China Red Chips and B shares. Prior to his equity analyst experience, Jeff worked as a public accountant at Arthur Anderson. He is a China CPA and a CFA level II candidate.

Ling Mei received her Bachelor of engineering degree in English for science and technology from Shanghai Institute of Mechanical Engineering in 1993. She received her Master of Arts degree in applied linguistics from Shanghai JiaoTong University in 1996. Before entering the MBA program at USC’s Marshall School of Business, Ling first spent 4 years as a research associate in a futures exchange and more recently worked as an investment manager in a shareholding group in China.

Brandon Myers graduated from the University of Vermont with a degree in Finance. Upon graduation, he worked for the capital Group as a Senior Portfolio Administrator specializing in Global Institutional Accounts. He is currently a Level III Candidate in the Chartered Financial Analyst Program. In his spare time, Brandon enjoys surfing.

David Rosenberg graduated from the University of Texas at Austin in 1999 with both a Bachelor’s and a Masters Degree in Accounting. Prior to returning to business school, David worked as an associate in the Franchise Systems Finance Group at JP Morgan Chase, where he worked on investment banking and commercial banking transactions in the food and beverage industry. David is a licensed CPA. His interests include martial arts, golf and travel.

Jeff Pickett graduated from the University of California, Los Angeles in 1998 with degrees in Economics and French. Prior to attending the Marshall School of Business, Jeff spent two years on the faculty of Loyola High School, where he was also the head aquatics coach. More recently, Jeff was an analyst at RBC Dain Rauscher in their investment banking department. There he gained a thorough understanding of the municipal bonds market and significant experience in executing financing transactions. While at Marshall, Jeff is focusing on financial markets.

Thomas Toth graduated from the University of California, San Diego in 1999 with a degree in International Relations. Prior to attending Marshall, Thomas worked as a performance analyst in New York for Fischer, Francis, Trees and Watts as a fixed-income investment manager.

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Class of 2003

ALUMNI PROFILES

Kelly Fang graduated from University of Pennsylvania with a degree in accounting. Prior to returning to business school, Kelly worked at Singer Limited as an internal auditor and at JP Morgan Chase as a trading support specialist.

Gavin Hamels graduated from Harvard University in 1998 with a degree in economics. While at Harvard, he played four years of football. Prior to attending Marshall, he worked as a portfolio manager at Private Asset Management, Inc., a small money management firm in San Diego. Gavin spent the summer interning in equity research for Nicholas Applegate Capital Management on the small and mini-cap fund teams. His interests include surfing, golf and coaching football.

Cameron Lavey graduated from the University of California, Los Angeles in 1995 with a Bachelors degree in Mathematics. Prior to business school, Cameron worked as a territory manager for Netscape and as a global partner account manager for Oracle.

Pejman Sabet graduated from the University of Southern California in 1998 with a Bachelor of Science in Business Administration emphasizing in financial analysis and entrepreneurship. Prior to returning to Marshall, Pejman was a Senior Financial Analyst at Houlihan Lokey Howard & Zukin where he was involved in mergers and acquisitions, private placements, financial restructurings, and various corporate finance engagements across a variety of industries.

Alec Harrell earned a Bachellors of Arts in Politics, Philosophy and Economics from Claremont McKenna College and a Juris Doctor from the University of Southern California. Prior to business school, Alec worked as an attorney specializing in labor and employment law.

James O’Connor graduated from the University of California, Berkeley with a degree in rhetoric. He has worked as an examiner for the regulatory arm of the National Association of Securities Dealers and as a project manager for an Internet financial services company. Most recently, he was a compliance associate for the investment bank Thomas Weisel Partners.

Christopher Powell graduated from the University of California, San Diego in 1995 with a BA in Economics. He spent four years in Japan and Taiwan as a freelance translator and editor. Last summer, Chris worked in Equity Research at UBS Warburg in Tokyo. He is a CFA Level II candidate.

Jason Schwarz graduated from Hamilton College with a Bachelor of Arts in Government. Prior to business school, he worked for an investment advisory firm in Hanoi, Vietnam, a money management firm in New York, and an I.T. consulting firm in Phoenix, Arizona.

Derrick Amey spent the past six years as an engineer in the consumer products industry. Most recently, he developed games and puzzles for Mattel, Inc. in El Segundo, CA. While attending Stanford University, Derrick was a summer intern at the Federal Reserve Bank of San Francisco’s Los Angeles Branch. It was there that Derrick developed a strong interest in the financial markets.

Jenny Chang graduated from the University of California, Los Angeles in 1997 with a Bachelors degree in Business Economics and East Asian Studies. Prior to returning to business school, Jenny worked at Deloitte & Touche as an auditor, and at Salomon Smith Barney as a financial analyst.

Robert Dudley graduated from the University of California, San Diego in 1995 with a BA in Economics. He spent the last three years with Trust Company of the West as a trader and systems specialist in their Wrap-fee division. Rob is focused on equity research for the summer.

Craig Greenwald is a 1995 graduate of Johns Hopkins University. Prior to attending business school at USC, Craig was as an equities sales/trader covering middle markets and hedge funds accounts for J.P. Morgan and Merrill Lynch. He also worked as an OTC trader with Burlington Capital Markets and has been a clerk on the floors of the New York and American Stock Exchanges.

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Class of 2002

ALUMNI PROFILES

James R. (Randy) Bush attended Claremont McKenna College on an Army ROTC scholarship and earned a BA in Science and Management. He spent three years with Mercer Consulting Group as a healthcare analyst and an additional year as a consultant for the Health Care Provider Consulting Practice.

Julie-Ann Pina worked in investment banking for 5 years, and then became a Vice President in client relationship management before returning to business school. At Marshall, she is focusing on life sciences business, and is our incoming Vice President of corporate affairs for the BioMed club.

Marc Roggenkamp graduated from the University of California, Los Angeles in 1996 with a Bachelors degree in Economics and Sociology. Marc worked at Deloitte & Touche as an auditor specializing in financial services.

Shlomi Ronen graduated from the California State University, Long Beach in 1996 with a Bachelor of Science degree in Civil Engineering. Shlomi worked as a Project Engineer at Bovis and Snyder Langston managing commercial construction projects.

Michael Gandy graduated from the University of Southern California in 1994 with a dual degree in Business Administration and Accountancy. As a CPA, Michael worked at Goldman Sachs as an Associate responsible for financial accounting oversight of the firm’s U.S. registered mutual funds, and prior to that, at Capital Research and Management as a Senior Tax Analyst.

Ying Jiang graduated from Beijing Foreign Language University with a degree in International Business in 1994. Prior to Marshall, Ying co-managed a private equity fund in China focusing on wireless services, electronics manufacturing and real estate development, with a total of $60 million under management.

Derek Johnston graduated from Boston College in 1995 with a dual BS in Finance and Communications. Prior to business school he was a Latin American institutional salesperson for British investment bank, Caspian Securities, as well as an equity research assistant for Salomon Smith Barney.

Chip Powell graduated from Trinity College in 1994 with a Bachelor of Arts in Economics. After a brief tour of duty at a small commercial bank in his hometown of New Canaan, CT, Chip joined GE Capital in 1996 and held multiple positions, most recently as the Senior Financial Analyst in their Asset Management Services division doing strategic planning and corporate finance projects.

Lars Hens graduated from Dartmouth College in 1994 with a Bachelors degree in Engineering and Chemistry. He worked for five years as an engineer, lastly with Lifescan, Inc.

Todd Humphrey graduated from California State University Fresno with a degree in finance. Prior to returning to business school, Todd worked at PricewaterhouseCoopers as a consultant and at the Securities and Exchange Commission as an accountant.

Paul Kramer graduated from the University of Oregon with a Bachelor of Science degree in Finance and Management in 1996. Prior to business school, Paul worked in the Management Consulting practice and later with Corporate Finance practice at Ernst & Young LLP, advising clients on a variety of financial and strategic transactions.

Rob Magnuson earned a Bachelor of Accountancy from the University of San Diego. For the past three years, he has worked as a collateral auditor performing liquidation and feasibility audits for Wells Fargo Bank.

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Class of 2001

ALUMNI PROFILES

Nidhi Agarwal received her BS degree in Electrical Engineering from C-R State College of Engineering, India. She worked at a startup commercial bank where she was involved with product development and credit analysis. After graduating from Marshall, Nidhi worked at Wells Fargo Bank in their internet services group.

Bill Cram graduated from the University of Iowa in 1994 with a Bachelor of Business Administration in Finance. Bill worked at Andersen Consulting specializing in the design and development of information systems for Fortune 500 companies. He interned as a research analyst in the technology sector at Wedbush Morgan Securities.

Brenda Cullen received her BA degree in Classical Civilization from the University of Minnesota in 1991. She was employed as a performance and risk analyst for Hotchkis and Wiley Capital Management while pursuing her MBA. Later, she became an equity analyst working with Hotchkis and Wiley.

Scott Harris graduated from Brigham Young University in 1996 with a degree in History. Scott worked at Household International as a marketing analyst and a call center manager. He interned with Lehman Brothers in New York in the Equities Program. After graduation, Scott worked for Lehman Brothers in their San Francisco Private Client Services group. Scott later became a Vice President ? Private Client Advisor with Wells Fargo Investments.

Mai Lai-Gillogly graduated from Wellesley College in 1995 with a double major in Economics and Medieval Renaissance History. She worked for Sanford C. Bernstein as a Financial Advisor Associate and for Merrill Lynch as a Financial Consultant. Mai interned with Wedbush Morgan Securities as a Summer Associate in the Investment Banking Group. After graduation, Mai worked as an associate for SG Cowen in their Technology Investment Banking Group.

Kristin Leaf graduated from USC in 1994 with a BA in Economics and International Relations. She worked at C.E. Peterson & Company. Later Kristin joined PricewaterhouseCoopers Securities, LLC, where she advised clients with private debt and equity placements in addition to M&A transactions. She interned for CS First Boston in New York. After graduation, Kristin worked for CS First Boston in the Investment Banking department.

Mariana Lorenzi graduated from Fundacao Armando Alvares Penteado (San Paulo, Brazil) in 1997 with a degree in Business Administration. She spent four years in equity research, both in the sell side in a Brazilian brokerage house and in the buy side research team at Itau Bankers Trust Asset Management. Upon graduation, Mariana worked with Merrill Lynch in their London based investment banking group. Mariana later worked as an Associate at IBK Brazil.

Doug McCrary graduated from Claremont McKenna College where he received a dual BA in Economics and Government. Doug worked at Cruttenden Roth specializing in M&A and private equity transactions. He managed the restructuring of a software company and founded USA Loan, a financial services marketing fund. After graduating from Marshall, Doug accepted a position in investment banking with Roberson Stehpens in New York. Doug later became a Portfolio Analyst with Payden & Rygel.

Eric Mintz graduated from Washington and Lee University in 1995 with a BA in Economics. As an Equity Research Associate at Raymond James & Associates, Eric helped a Senior Investor earn Institutional Investor and Wall Street Journal All Star Analyst honors. Eric worked as a venture capital analyst with Oakmont Corporation. He later became a Senior Analyst and Head Trader at Oakmont Capital Group.

Rasaan Moshesh graduated from UC Berkeley with a degree in Statistics. He worked at SPSS as a Technical Sales Manager, developing solutions to clients? data analysis and graphing needs. He then worked as a statistical programmer/analyst with Providian Financial developing analytic tools used to guide management decisions. He interned with Barra researching the competitive landscape of the equity risk analysis industry. Upon graduating, Rasaan returned to work with MSCI Barra.

Makiko Wakabayashi graduated from New York University with a BA in Journalism. Prior to business school, she worked as a journalist. One of her positions was with Reuters, where she covered the economic and financial market news from the Tokyo bureau. After graduation, she joined the Equities division of Goldman Sachs as a trader in their Tokyo office.

Patrick Wilkison earned a BS from the United States Military Academy at West Point in 992. He served 7 years as a Blackhawk Pilot and as an Assault Platoon Leader and Strategic Planner. After attending the Military Intelligence Advance Course, he served as an Aviation Budget Officer. He worked for Lehman Brother?s technology group during the summer while pursuing his MBA and returned to work in Lehman?s West Coast M&A practice after graduation. Pat later became a Vice President, Marketing and Business Development, with Simple Tech.

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Class of 2000

ALUMNI PROFILES

Charlene Barnsdale spent six years with the Federal Deposit Insurance Corporation evaluating the financial performance of commercial banks and thrifts before returning to business school. Upon graduation, Charlene joined Toyota Motor Sales, as a graduate management associate in finance.

Van Cornwell graduated from UC Berkeley in 1993. Prior to business school, he worked as an equity options trader on the Pacific Stock Exchange in San Francisco. After graduating, Van accepted a position with AEW Capital Management.

Peter Eppeldauer received a BS in Accounting and Psychology from University of Maryland in 1995. He worked as an auditor and management consultant for Price Waterhouse. Peter later worked at Disney.

Mark Erman completed his BA in Economics and German from New York University in 1994. He spent three years workings as a portfolio manager assistant and analyat at Keim Wilson Associates, a New York based hedge fund. After graduating from Marshall, Mark worked as a research analyst at The Cypress Funds LLC. Mark later worked with Artis Capital Management, LLC as a research analyst.

Darin Fierstein received his BA degree in Business Economics from UC Santa Barbara. Darin then spent three and a half years evaluating financial institution stocks as an Equity Research Associate at Montgomery Securities. He spent the summer while pusuing his MBA studying in Brazil. Darin later became a Vice President at Linden & Associates.

Dave Hutchison received his BA degree in Political Science from Macalester College in 1993. He worked for American Express Asset Management in Minneapolis as an investment marketing analyst. Dave later became an Equity Research Analyst with Insight Capital Research & Management.

Justin Lien completed his BA degree in Economics at UC Santa Cruz in 1992. Prior to business school, he was a commercial lender with Imperial Bank. Justin joined Bank of America’s Credit Products Group after graduating from Marshall.  He later became a Vice President in Bank of America’s Global Portfolio Management.

Jason Maxwell spent seven years at Anatech Corporation applying computational mechanics techniques to a variety of areas such as transportation structures, nuclear containments, and biomedical devices. He holds a bachelors degree in Structual Engineering from UC San Diego and is a liscensed Professional Engineer. He interned performing equity research for Trust Company of the West and returned to TCW after he graduated from Marshall. He later became a Senior Vice President at TCW.

Michael Pratt graduated from the Wharton School of the University of Pennsylvania in 1995 with a BS in Economics. Prior to business school, he worked at Urdang & Associates, an institutional money manager specializing in real estate securities. Michael accepted a position at Robertson Stephens in their Technology Invesment Banker Group after graduating from Marshall. He later became a Vice President with Merrill Lynch.

Simon Shi received his BS in Physics from Fudan University, Shanghai, P.R. China in 1987 and his Ph.D. in neuroscience from SUNY Brooklyn in 1995. He worked as a research scientist at Harvard Medical School and Brigham and Women?s Hospital before entering the MBA program. Simon worked with Merrill Lynch after graduating.

Tim Smith completed his BS degree in Business Administration at USC in 1984. He spent the majority of his career in consulting before enrolling in the MBA program. Tim accepted a position with Provident Investment Counsel upon graduation. He later moved to Bank of America Private Advisory Services and became a Senior Portfolio Manager.

Caroline Turner received her BA degree in Political Science from UCLA. She then spent six years at The Capital Group Companies, Inc. serving as an Internal Controls Analyst and an Equity Research Associate. Upon graduation, Caroline began her career at GE Capital Commercial Finance.

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Class of 1999

ALUMNI PROFILES

Ben Abramovitz received his Bachelor of Business Administration in Banking and Finance from Hofstra University in 1993. Following graduation, he worked in Sales and Trading and as a Consultant to several brokerages and Investment Banks. Ben later became a Senior Analyst at Jefferies and Company.

Maria Cerda received her Bachelor of Arts in Government from Harvard University in 1993. For four years prior to attending graduate school, Maria worked at Merrill Lynch as a financial consultant. While at USC, Maria interned over the summer with Procter & Gamble in Cincinatti, Ohio. Upon completion of her MBA, Maria returned to Procter & Gamble as an assistant brand manager.

Pierson P. Cheng graduated from Columbia University in 1992 with a Bachelor of Science in Mechanical Engineering. After graduating, Pierson worked at Lazard Frères Asset Management as an International Fixed Income Trader for three years. Afterwards, he spent a year teaching an international trade course to undergraduate students in China. Pierson later worked with Payden & Rygel in their Fixed Income Trading department.

Nathaniel Chichioco received his Bachelor of Science in Computer Science from the Ateneo de Manila University, Philippines, in 1989. He spent eight years as an Advanced Systems Engineer with Electronic Data Systems before entering the Marshall MBA program. Upon graduation, Nathaniel joined Intel as a product-marketing engineer.

Erica Doede received her Bachelor of Arts in English from the University of California, Berkeley in 1993. Prior to graduate school, she spent three years working in Institutional Equity Sales and Trading at both Merrill Lynch and NatWest Securities in San Francisco. Erica later became part of the Institutional Sales group at Banc of America Securities.

Alan Edgett attended the United States Air Force Academy and the University of Arizona, where he received his Bachelor of Arts in History in 1993. Before attending Marshall, he served four years on active duty in the Air Force in Public Relations at Vandenberg Air Force Base. Upon graduation, Alan assumed the position of Director of Business Development at Internet Wire.

Blake J. Grayson graduated Phi Beta Kappa from the University of Washington in 1995 with a Bachelor of Science in Business Administration. Prior to graduate school, Blake served as the Senior Acquisitions Analyst for Wilshire Financial Services Group in Portland. Upon graduation from Marshall, Blake worked as a Portfolio Manager for Cpital Consultants, Inc. He later moved to work with Washington Mutual as a Vice President in Corporate Financial Planning and Analysis.

Walter Price IV received his Bachelor of Science in Information Systems Management from the University of Maryland in 1987. After graduation, Walter worked for six plus years in the Management Consulting Services group of Price Waterhouse. Upon completion of his MBA, Walter worked as a strategy consultant specializing in the e-commerce arena. Walter later became a Principal Consultant with PriceWaterhouseCoopers Consulting.

Regan C. Scott graduated from USC in 1992 with a Bachelor of Arts in International Relations. Prior to entering graduate school, Regan spent over four years at Roger Engemann and Associates as an Equity Research Analyst and Research Assistant. Regan became a CFA. Upon completion of the MBA, Regan worked as a Senior Analyst at Oaktree Capital Management, LLC. Regan later became a Senior Vice President with Oaktree.

Adam Smith graduated from the University of Michigan in 1990 with a Bachelor of Arts in Economics. Adam then worked for two years in the sports card trading industry and four years in the field of government and consumer debt collections. Upon completion of his MBA, Adam became an asset-backed securities analyst for Metlife. He later became an Associate Director of Real Estate Capital Markets with Metlife.

Felix Ureña received his Bachelor of Arts in Economics from the University of Pennsylvania in 1992. Prior to graduate school, Felix served three years as a Navy Supply Corps Officer onboard the guided missile cruiser USS COWPENS (CG 63) and completed two 6-month deployments to the Persian Gulf. Felix also spent two years in Washington, D.C. as a budget analyst in the Navy?s Torpedo Program Office. Upon graduation, Felix worked for BT Alex Brown, Inc. as an associate in their Financial Sponsors group in Los Angeles. Felix later became an Assistant Vice President with The Citigroup Private Bank Citibank (West) FSB.

Cindy Wang graduated from the University of California, Los Angeles with a Bachelor of Arts in Economics and Business. Prior to graduate school, Cindy was a senior manager in the Financial Services group of KPMG Peat Marwich, LLP, working there for over six years. She also worked at Toyota Motor Sales, USA, INC. for two years as a Corporate Tax Administrator.

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Class of 1998

ALUMNI PROFILES

Alex Chang received his Bachelor of Science degree in Business Administration from the Haas School of the University of California, Berkeley in 1991. Prior to graduate school, Alex worked for four years with Wells Fargo Bank as a strategy consultant.

Ralph Cole, IV received his Bachelor of Business Administration degree in Finance and Marketing from the University of Oregon in 1989. Prior to graduate school, he was an investment officer with US Bank of Oregon. Upon graduation, Ralph returned to Oregon to work as an equity analyst for Ferguson, Wellman Capital Management.

Lisa Egan received her Bachelor of Arts degree in Economics from UCLA in 1991. For two years prior to attending USC, Lisa helped analyze both domestic and international companies at The Capital Group in Los Angeles. Lisa also spent three years as the Director of Corporate Operations at Internal & External Communication, Inc. Upon completion of her MBA, Lia joined Donaldson, Lufkin & Jenrette in their Investment Services Group.

Can Elbi has both Turkish and Swiss citizenships. After attending the Swiss Federal Institue of Technology, he received his BS degree in Computer and Systems Engineering from Rensselaer Polytechnic Institute in 1995. Prior to USC, he worked at Auerbach Grayson & Co.?s research department, and during the summer of 1997, he interned in the product development department at Credit Suisse Asset Management. Can later became a Vice President with CS First Boston.

Matthew Heist graduated from The College of William & Mary in 1991 with a BA in Political Science. After graduation, he earned his law degree from George Washington University. Prior to returning to the business graduate school, Matthew spent two years as a litigation associate with a Connecticut law firm?s civil litigation department. Matt received a research analyst position with NationsBanc Montgomery Securities upon graduation from Marshall School of Business. He then went on to work for Donaldson, Lufkin & Jenrette.

Al Kaschalk received his Bachelor of Business Administration degree in Accounting and Finance for the University of Michigan in 1988. After graduation, Al worked seven-plus years in the audit group of Price Waterhouse LLP and is a CPA. Upon graduation, Al worked for Prudential Securities as an associate in their investment banking group. He later became a Research Analyst for Wedbush Morgan Securities.

Jeff Randall graduated from the University of Colorado with a Bachelor of Science in Accounting. Upon graduating, Jeff joined Arthur Andersen?s tax practice where he worked as a CPA. He then managed the tax department of a San Francisco real estate development firm before returning to graduate school. After completing his MBA, Jeff worked with Shamrock Investments, a boutique investment banking firm in Century City. He later moved to work with JMP Securities, LLC.

Curtis Shauger graduated from San Diego State University with a Bachelor of Science in Finance. After graduating, Curtis worked for BWS&Y, a CPA firm in San Diego that specializes in litigation damage analysis. While at BWS&Y, Curtis was heavily involved in business valuation and financial model projects with emphasis in the telecommunication industry. Upon graduation from Marshall, Curtis worked for Price Waterhouse. He later worked with CIBC World Markets Corp.

Dennis Soares graduated from St. John?s University in 1992 with a Bachelor of Science in Finance. Prior to entering graduate school, Dennis spent four years as a research associate for Moody?s Investors Service and a summer associate with Fleet Securities. Dennis also interned during the summer with BancAmerica Robertson Stephens Securities while completing his MBA. Upon graduation, Dennis entered the Management Associate Program at Charles Schwab. Dennis later moved to work for Boeing.

Kevin Trosian graduated from the University of California Los Angeles with a degree in English and a medical emphasis. He spent two yeas as the Primary Research Analyst at UCLA Medical Center, working on heart transplant patients. After graduating from USC, Kevin pursued a career as a research analyst at NationsBanc Montgomery Securities. He currently works at USC Marshall as a part time lecturer in the Department of Finance & Business Economics.

Erin Tuohy Freeman graduated from Pitzer College with a degree in Political Science. Erin worked as a financial consultant with Merrill Lynch in Orange County before returning to school. Erin worked with Bank of America as a Corporate Finance Associate upon completion of her MBA. She later became a Vice President at Newman and Associates, Inc.

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Class of 1997

ALUMNI PROFILES

Greg Barlage graduated from the University of Vermont in 1990 with a Bachelor of Science in Business/MS. Prior to returning to graduate school, Greg spent two and one-half years as a corporate finance analyst for Smith Barney and one year as a financial analyst for a small, San Francisco bases boutique investment bank. After graduating from USC, Greg became an equity analyst for the State Teachers Retirement System of Ohio.

Brian Borgedahl received his Bachelor of Commerce degree, majoring in Accounting from the University of Alberta in 1986. Following two and one-half years with the Royal Bank of Canada, Brian moved to Coopers & Lybrand, where he spent five years working as a Chartered Accountant. Upon completion of his MBA, Brian worked for Hewlett Packard. Brian later became a Finance Manager with Medtronic MiniMed.

Deborah Chao graduated from the University of California, Berkeley with a Bachelor of Science in Economics. She entered the business school with experience in credit collection and commercial banking.

Douglas Eisenman graduated from University of California, Berkeley with a degree in Political Economy. After graduation, Doug spent five years playing professional tennis on the Association of Tennis Professionals (ATP) circuit. While pursuing his MBA at USC, Doug completed an internship with PaineWebber.

John Fruttero received his Bachelor of Science in Finance and Management from the Wharton School of the University of Pennsylvania. Upon graduation, he worked as a Mergers & Acquisitions Analyst in the Financial Institutions Group of Goldman, Sachs in New York.

Gary Cooper graduated from San Diego State University in 1991 with a Bachelor of Science in Business Finance. Prior to graduate school, he worked for the California Department of Corrections. Upon completion of his MBA, Gary worked as a research analyst with Montgomery Securities in San Francisco. Gary later became a Vice President with Banc of America Securities.

Lou Holtz holds a Bachelor of Arts in Business economics from the University of California Santa Barbara with an emphasis in finance and received his CFA designation. For three years prior to attending USC, Lou performed valuations of closely held corporations for a national independent appraisal firm. After completion of his MBA, Lou worked as a Securities Analyst at Roger Engemann & Associates and later became a Vice President and Portfolio Manager there.

Scott Johnson graduated from the University of California Santa Barbara with a Bachelor of Arts in Business Economics in 1987. Prior to returning to school, he worked in sales, financial services, and commercial real estate appraisal. After graduation from USC, Scott worked on leveraged buyouts in the Structured Transactions Group of Bank of America. Scott later worked as an Associate in Investment Banking with Wedbush Morgan Securities.

Howard Kreshek graduated from the University of Southern California in 1991 with a Bachelor of Science in Accounting. Prior to graduate school, he worked for Price Waterhouse and Kenneth Leventhal. Upon completion of his MBA, Howard worked for Ernst & Young, LLP in the firm’s Merger & Acquisition Advisory and Due Diligence group in Century City. Howard later became a Senior Financial Advisor at Merrill Lynch Private Client Group.

Brian Ledermann received his Bachelor of Arts in Quantitative Economics and Decision Sciences from the University of California, San Diego in 1991. Upon completion of his MBA, Brian worked for Ernst & Young in its Corporate Finance Group. Brian later worked for City National Bank as a Vice President and Group Finance Manager.

Micah Scheinberg received his Bachelor of Arts in Economics/Finance from Claremont McKenna College. Prior to returning to graduate school at USC, Micah worked as an equity options trader on the Pacific Stock Exchange and at Montgomery Securities. Upon completion of his MBA, Micah worked with Goldman, Sachs & Co.

Jason Walthall received his Bachelor of Science degree in Finance from the Wharton School of the University of Pennsylvania. He worked as a management consultant for American Management Systems in Arlington, Virginia before returning to business school. While at USC, he was awared the Guilford Babcock Scholarship in Finance and Business Economics and was elected to Beta Gamma Sigma. Upon graduation from USC, Jason worked for the San Francisco office of Deloitte & Touche Consulting in their Finance Operations & Strategy group.

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Class of 1996

ALUMNI PROFILES

Steve Ayala received his Bachelor of Science degree in Accounting from the University of Southern California in 1987. He spent three years in Public Accounting with Deloitte & Touche, two and one-half years in Manager of corporate Strategic Financial Planning with Executive Life Insurance Company, and also one and one-half years as Vice President of JM Pacific Corp., a commercial real estate finance company. After completion of his MBA at USC, Steve worked for Nations Bank as a Relationship Manager.

Toshiko Boyd graduated from Keio University in Tokyo, Japan with a Bachelor of Arts degree in economics. She spent seven years as a securities analyst at Schroder Securities and JP Morgan Trust in Japan. She is a chartered member of the Japan Securities Analyst Association.

Brandon Dobell received his Bachelor of Arts in History and Political Science from the University of California, San Diego in 1991. After this, he went to work for a local retail/investment banking firm, spending two and one-half years as their financial principal, CFO and COO. He then worked for a small hedge fund, trading equity and index option for private investors. Upon completion of his MBA, Brandon worked for Bank of America. Brandon later became a Research Analyst with CSFB.

Thomas Grosse graduated from the University of Cologne (Germany) in 1994 with a Master Degree in Economics. During school he worked part-time as a consultant in computer related areas. After graduating from USC, Thomas worked as a management consultant for McKinsey & Company, and became an Associate there.

Chris Hansen graduated from San Diego State University in 1991 with a BS in Business/Finance. Prior to returning to graduate school at USC, Chris worked as a financial consultant for American Express Finacial Advisors and managed over $7 million in client assets. Upon completion of his MBA, Chris pusued a career in securities analysis and accepted a position with Montgomery Securities in San Francisco. Chris later worked for Blue Ridge Capital.

Darby Heidemann received his Bachelor of Business Administration degree in Finance from Boise State University. Prior to graduate school, he managed and operated his family custom farming business and sold insurance products for Northwestern Mutual Life. Darby later spent some time working with Wedbush Morgan Securities as an analayst. Upon completion of his MBA, Darby began working for CS First Boston as an institutional equity salesman. He has since moved to work as a Vice President with Prudential Securities.

Douglas Holt graduated from the University of California, Berkeley in International Relations. After graduation, Doug worked for the franklin Templeton Group as a financial analyst, trader and institutional salesman. Douglas later became President and CEO of Holt Multimedia Investments.

Laurie McCloskey graduated from the University of California Santa Barbara with a Bachelor of Science in Mathematical Sciences with an emphasis in Statistics. She entered the mortgage banking industry where she was pricing, hedging and trading mortgage-backed securities for a regional mortgage bank. Laurie later became a Structured Finance Manager with Option One Mortgage.

Nirav Parikh attended California State University, Fullerton for his Bachelor of Arts degree in Accounting and Finance. Upon graduating in 1991, he spent three years in Securities Accounting and Reporting Department at Pacific Mutual. He then spent one year at FamCo, a money management firm in Santa Monica. Nirav later worked for the Trust Company of the West.

Steve Richards received a Bachelor of Arts degree in journalism from the University of Missouri-Columbia in 1986. He spent several years working as a copy editor and graphic designer at The Orange County Register. Upon completion of his MBA, Steve worked as a financial analyst at ARCO Transportation Co. Steve later became Treasurer at TTM Technologies.

John Thompson attended the City University of New York, graduating in 1991 with a Bachelor of Science in Finance. For eight years prior to attending USC in pursuit of an MBA, John owned and operated a grounds maintenance company in New York.

Anthony Valencia graduated from the University of California, Los Angeles, where he studied economics. Anthony began his professional career in the retail securities division of Drexel Burnham Lambert. Subsequent to this, Anthony worked as an investment real estate broker specializing in apartment properties for a period of five years. While completing his MBA coursework in Finance, Anthony completed an internship as an equity research associate for a Los Angeles bases institutional research firm. Anthony later became Vice President of U.S. Equities with the Trust Company of the West.

Wolfgang Zecha graduated as a Master of International Management from the University of Innsbruck in Austria, after spending a year at the University of Manchester Institute of Science and Technology. He worked for several companies in banking and consulting. Wolfgang was a Fulbright Scholar and a member of Beta Gamma Sigma. He later became an Assistant Fund Manager with ADIG Investment.

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Class of 1995

ALUMNI PROFILES

Greg Brann earned his Bachelor of Science in Industrial Engineering from California Polytechnic State University, San Luis Obispo. He spent two years before returning to businsess school working as a manufacturing engineer. Upon completion of his MBA, Greg accepted a position in the Dispute Analyis and Corporate Recovery Consulting Group of Price Waterhouse. Greg later became Director of Financial Advisory Services at PricewaterhouseCoopers.

Claire Cui graduated from UCLA in 1989 with a Bachelor of Science in Chemistry. She worked four years before deciding to return to business school. Claire later worked with Capital International Inc.

Otis P. Heald (Tres) received his Bachelor of Science degree in finance and real estate from San Francisco State University. He spent approximately four years in commercial banking for Wells Fargo Bank and Inland Empire National Bank prior to coming back to graduate school. Tres later became an Equity Analyst/Portfolio Manager with Bagdley, Phelps & Bell, Inc.

Emre Karaoglu received his Bachelor of Science degrees in Electrical Engineering and Physics from Bogazici University of Istanbul, Turkey. After completing his MBA at USC, Emre earned a Ph.D. and became an Assistant Professor at USC Marshall School of Business.

Bob Kasper graduated from the University of Southern California in 1989, then spent four years selling insurance and mutual funds with Northwestern Mutual Life. After graduation, Bob worked for Kasper Enterprises.

Jean Liao received her Bachelor of Arts in Quantitative Economics from the University of California, San Diego. She spent two years as an accountant at The Industrial Bank of Japan before returning to school. Jean later became National Treasury Manager for Toyota Financial Services.

Jack Mansour received his Bachelors degree from Santa Clara University in Finance. Prior to returning to graduate school, Jack worked for Trust Company of the West in the client relations and operations areas. He later worked as Manager of Financial Planning at Paramount Pictures.

Charles Pleshek received his Bachelor and Master of Science degrees in Electrical Engineering from Purdue University. He spent several years working in Aerospace at Hughes Aircraft Company and a related subsidiary, Hughes Training, Inc. before returning to school.

Max Pray graduated from the University of California, Berkeley with a Bachelor of Science degree in Chemical Engineering. He worked as a Finance & Accounting Manager at Procter & Gamble prior to business school. Max later became a Research Analyst at Provident Investment Counsel.

Steve Reznik received his Bachelor of Science in Commerce from Santa Clara University. Prior to returning to graduate school, he was a Senior Consultant for Peterson Consulting L.P. Steve is a 1995 LASFA/AIMR Scholar and was in Beta Gamma Sigma while pursuing his MBA. Steve later became a Vice President at M.L. Stern & Co., Inc.

Jacob Sonenshine (Coby) graduated from the University of Pennsylvania with both a Bachelor of Science in Finance from the Wharton School of Business and a Bachelor of Arts from the College of Arts and Sciences. He was enrolled in USC?s JD/MBA program while at the business school.

David Yamamoto received a Bachelor of Arts degree in Economics and a Bachelor of Science degree in Biological Science from the University of California, Irvine. He worked in the banking industry for six years at Glendale Federal Bank and Frontier Bank, and one year as a financial analyst at Archive Corporation. Dave was also a member of Beta Gamma Sigma while pursuing his MBA at USC.

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Class of 1994-1987

ALUMNI PROFILES

Class of 1994

Isaia Carucci graduated from Purdue University in 1989 with a Bachelor of Science in Industrial Engineering. He spent two years a tAtkomatic Valve Company as a Manufacturing/Design Engineer. Isaia interned while earning his MBA with Morton International in their corporate finance department. He later worked at Societe Generale.

Trisha Cooper received her Bachelor of Arts in Economics from UC Irvine in 1988. Prior to returning to school, Trisha managed a chain of pet stores and coordinated a grand prix sailing team. Trisha worked at EEN business Network as a financial research analyst and later became a Securities Analyst with Farmers Insurance Group.

Mark Czepiel earned his Bachelor of Arts from Loyola University in Economics. After relocating to Los Angeles, he initially worked in real estate development. Subsequently, Mark worked at a boutique investment bank. Mark completed his summer internship as the assistant Mark trader at Standard Chartered Bank. He later became Treasure Manager at Top Tier Investments.

Don Evenson graduated from St. Mary’s College in 1987 and spent five years at Golden West Financial before returning to school. Don worked as an analyst at Oakmont Corporation while completing his MBA at USC. After graduating, Don worked with Provident Investment Counsel.

Nancy Frost earned her Bachelor of Arts from USC in Communications Arts & Sciences. Prior to returning to USC, she owned her own equestrian business. Nancy later became a Vice President at U.S. Trust.

Steve Hogan graduated from the University of Southern California in 1986 with a Bachelor of Science in Business Administration. Prior to returning to USC, Steven worked as a tax manager at KPMG Peat Marwick. Before graduating from business school, he was licensed as a CPA. Steven later became Chief Financial Officer at Levine Leichtman Capital.

Joo Hong Kim received a Bachelor of Arts in Econmoics from California State University, Northridge. He also studied at Shaanxi Teachers’ University (China) and has a certificate in Japanese study from Waseda University (Tokyo). Joo’s work experience included money market and foreign currency investing with Korean First Bank and at Wells Fargo Bank before returning to business school. Joo Hong later became the First Vice President in Investments at Smith Barney.

Glenn Kopelson graduated from the University of California Los Angeles in 1986 with a Bachelor of Arts in Economics. He pursued a career in finance first working at Wilshire Associates analyzing portfolio managers and then later at Pathway Capital Management where he consulted to institutional investors regarding investments in leveraged buyout and venture capital partnerships.

Ron Launsbach received his Bachelor of Science in Math and Economics from the State University of New York at Stonybrook in 1987. He had three years of experience at J.P. Morgan in New York as an Analyst in new products and derivatives. Subsequent to working at Morgan, Ron worked at Quotron developing a global financial reporting system. Ron later became a Vice President with American Express Asset Management.

Jeff Lin graduated from the University of Southern California with a Bachelor of Science in Electrical Engineering and a minor in Business Administration. Prior to returning to USC, he worked as a computer engineer at Ingram Micro and Compaq Computer Corporation. He assisted analysts at Torrey Pines Institutional in their technology group while enrolled in business school. Jeff later became a Vice President with Provident Investment Counsel.

Steve Timmons received a Bachelor of Arts in Economics from Colorado College in 1987. Before completing his MBA, Steve’s work experience included five years as a financial statistician specializing in the utility industry at Standard and Poor’s. Steve later worked with Causey Demgen & Moor Inc.

Black Warner received a Bachelor of Arts in Political Science and Business Economics from the University of California Santa Barbara in 1990. Supsequent to receiveing his undergraduate degree, he managed a law firm. Upon completion of his MBA, Blake accepted a position in corporate finance and investment banking. Blake later became an Associate Director of Corporate Finance at BA Securities, Inc.


Class of 1993

Priya Agarwal graduated from Stanford University in 1991 with an AB in Political Science. She worked concurrently for the Inovest Group in Palos Verdes.

Dennis Bryan graduated from California State Polytechnic, Pomona in 1987 with an AB in Finance. He worked with the Kemper Insurance Group in Anaheim before pursuing his MBA at USC. Dennis later became Vice President in Research at First Pacific Advisors.

Jim Chen graduated from the University of Southern California in 1986 with a Bachelor of Science in Mechanical Engineering. He worked as a Credit Analyst at Wells Fargo Bank prior to business school. Jim later became a Senior Research Analyst at Engemann Asset Management.

Deborah Freed graduated from the University of California, Berkeley in 1988 with a Bachelor of Arts in International Political Economy. She worked as a Commercial Loan Officer at Wells Fargo Bank. While pursuing her MBA, Deborah worked in strategic planning at Mars/Kal Kan in the summer.

John Lee graduated from the University of California, Santa Barbara in 1987 with a Bachelor of Science in Electrical and Computer Engineering. He worked as a Systems Engineer at Hughes Aircraft Co. prior to business school.

Vicky Lee graduated from Cornell University in 1986 with a Bachelor of Science in Marketing. She worked as a Trade Liaison/Analyst at Bear, Stearns & Co. prior to business school.

Stuart Levitt graduated from the University of California, Los Angeles in 1989 with a Bachelor or Arts in History. He worked as an Operations Manager and Instructor at Accelerated Computer Training prior to business school. Stuart later worked with Countrywide Servicing Exchange.

Lianne Mair graduated from the University of Southern California in 1988 with a Bachelor of Sience in Finance and Business Economics and worked as a securities analyst at Roger Engemann & Associates prior to business school. She worked as a restaurant analyst at Merrill Lynch in New York and later with Capital Guardian Trust Company.

David McDonald graduated from the University of California, Berkeley in 1987 with a Bachelor of Arts in Economics and German. He worked as an assistant buyer for May Company prior to business school.

Peter Nystrom graduated from the University of California, Los Angeles in 1988 with a Bachelor of Science in Mathematics. He worked as an Administrator at Nystrom Fiduciary Services prior to returning to school. Peter later worked as a Manager of Financial Planning with GRUMA CORP.

Peter Viehl graduated from Whitman College in 1987 with a Bachelor of Arts in Philosophy. He worked as a Senior Researcher for the Disclosure, Inc. in Washington, D.C. prior to business school. Peter worked in Equity Research at the Trust Company of the West during the summer while pursuing his MBA at USC. Peter later became a Senior Vice President with the Trust Company of the West.

Michael Wald graduated from the University of California, Los Angeles in 1988 with a Bachelor of Arts in Economics. He was an Assistant Vice President at City National Bank prior to returning to business school.


Class of 1992

Sean Armstrong graduated from the University of Southern California in 1983 with a Bachelor of Science in Biomedical Engineering and worked in commercial real estate syndication prior to business school. While pursuing his MBA, Sean interned with Citicorp Private Bank. Upon completion of his MBA, Sean became a high yield analyst with the Trust Company of the West. Sean later worked for Oaktree Capital Management.

John Bernabei graduated from Michigan State University in 1984 with a Bachelor of Science in Mechanical Engineering and worked for Westinghouse Electric and Allen-Bradley prior to business school. His internsed with Cruttenden & Company while pursuing his MBA at USC. Upon graduation, he joined Hancock Institutional Equity Services in San Francisco.

Steve Decker graduated with a Bachelor of Fine Arts from the University of Utah in 1984. He worked at the Actors Theatre of Louisville in Kentucky and Circle Repertory Theatre in New York, before working as Production Manager for Secret Identitee Merchandising in Los Angeles. Steve became a Securities Analyst with Framers Insurance group.

Tom Gong graduated from the University of California Berkeley in 1987 with a Bachelor of Science in Mechanical Engineering and worked for National Steel & Shipbuilding and Teledyne prior to business school. His internship was with Epson America while he pursued his MBA at USC.

Scott Lee graduated from Baylor University in 1985 with a Bachelor of Arts in Social Work and worked in ministry prior to business school. While pursuing his MBA, Scott interned with Clifford/Russell.

Gary L. Lin graduated from the University of California Los Angeles in 1983 with a Bachelor of Science in Electrical Engineering and worked for Hughes Aircraft prior to business school. He worked with a futures brokerage firm while pursuing his MBA at USC.

Hal Nachtrieb graduated from Lewis & Clark College in 1985 with a Bachelor of Science in Economics and worked for Drexel Burnham Lambert and Continental Bank prior to business school. Upon completion of his MBA, Hal joined the Franklin Fund Group as a product manager after interning with them while still in the business school.

Tim Nelson graduated from California State at Chico in 1989 with a Bachelor of Arts in Economics and worked at Rockwell International prior to business school. While pursuing his MBA, Tim interned with Financial Management Advisors. Tim later became Assistant Vice President at U.S. Trust Co., N.A. in Los Angeles.

George K.T. Ngan graduated from Hong Kong Polytechnic in 1987 with a BS in Electronics Engineering and worked for Emerson Electric and DEC prior to business school. During the summer of his business school years, he interned with Hewlett-Packard in Hong Kong. Upon graduation from USC, he returned to Hong Kong.

Laura Olinski graduated from Scripps College in 1985 with a Bachelor of Arts in Economics and International Relations and worked for Lloyds Bank and Security Pacific Merchant Bank. She interned with Hughes Investment Management Company while pursuing her MBA. After graduating, Laura joined the NMB Bank in their commodities group.

Allyson Pooley graduated from the University of California, Berkeley in 1986 with a Bachelor of Arts in Economics and worked for World Savings prior to business school. While pursuing her MBA, Allyson interned with Trust Company of the West. Upon graduation, she joined The Chicago Corporation as a research analyst.

Steven Richter graduated from the University of California Los Angeles in 1986 with a Bachelor of Arts in Political Science and worked for Chemical Bank and European American Bank prior to business school. His internship was with Hughes Aircraft during his years pursuing an MBA at USC. After graduating, Steven joined Wedbush Morgan Securities in corporate finance. Later, he moved to work with Wellington Management Company, LLP in Boston.


Class of 1991

Paul Hoffman graduated from the University of Pennsylvania in 1987 with a Computer Science Engineering degree. He was a controller for SMS Contractors, a development firm in southern New Jersey. Upon graduation from USC with an MBA, he worked as a financial analyst for the Mission Group in Irvine, CA. Paul became President of CityScape Capital Group, LLC.

Julia Hone earned a Bachelor of Arts degree in Marketing from the University of Colorado at Boulder in 1988. Prior to attending USC, she worked at Gallin Morey Associates, a personal management firm specializing in the entertainment industry. Julia later worked at Wilshire Associates.

Kent Horiuchi graduated from the University of California Santa Cruz in 1985 with a Bachelor of Arts degree in Economics. Prior to attending USC, he worked as an analyst with Crowell, Weedon & Co., a regional brokerage firm based in Los Angeles. While pursuing his MBA, Kent interned for the summer with Trust Company of the West working with high-net worth individual accounts. Kent later became Assistant Vice President at Bank of America in Los Angeles.

Scott Isherwood graduated from Dartmouth College with a Bachelor of Arts degree in Computer Science in 1986. From 1986-1989, Scott worked for Chase Manhattan Bank in New York City as an operations manager of cash management products. Scott worked for Salomon Brothers in their corporate finance department after graduating from USC with an MBA.

Kevin McVeigh graduated from Pepperdine University in 1986 with a degree in Business Administration. He worked as a securities trader for M.C. Stern & Co., Inc., dealing in unit trusts and U.S. Government securities until coming to USC to pursue an MBA in Marketing & Finance. Completing his MBA, Kevin worked at the Scott Co. in San Francisco, CA.

Jon Oda received a Bachelor of Arts degree in Biology from the University of California San Diego in 1987. Prior to attending USC, he worked as a math teacher at Byrd Junior High School. Jon later became Manager, Risk Analysis at American Honda Finance Corporation.

Mike Rhodes earned a Bachelor of Arts in Economics from the Univeristy of California Irvine in 1985. Prior to attending USC, he worked for Charles Schwab & Co. as a margin analyst/supervisor. While at USC, Mike was a project manager for USC’s Management Internship Program. He later became Director of Retail Client Services at Charles Schwab & Co., Inc.

Mike Rooda received his bachelor’s degree in Psychobiology from the University of Southern California in 1982. He worked as an account executive for six years with Dean Witter and Oppenheimer & Co. While pursuing his MBA, Mike interned for the summer with Scudder Stevens and Clarke on asset allocation models.

Sharon Wasserman Swerdlow graduated from New York University in 1984 with a degree in Business Management. She worked at Kayne, Anderson & Co., Inc. and as a registered representative with Dean Witter Reynolds, Inc. Sharon worked as a securities analyst at Farmers Group, Inc. after completing her MBA.


Class of 1990

David Archibald graduated from the University of California, Los Angeles in 1986 with a degree in economics. He worked for The Capital Group as a wholesaler before attending USC. While pursuing his MBA, David worked for Kidder Peabody in Los Angeles as a securities analyst. David worked for the Koll Company in Irvine and later as an Asset Manager at First Interstate Bank.

Charles Black contributed to the management of the TEF fund during the fall semester. He graduated from the University of Southern California in 1981 and was a specialist for Merrill Lynch on the Pacific Coast Stock Exchange. He then moved to work as a stock specialist for Seidler-Amdec Securities in Los Angeles.

Jeff Brothers graduated from the University of California, Los Angeles in 1984 with a degree in economics and then joined the Los Angeles office of Merrill Lynch Capital Markets as part of the fixed-income sales desk. Jeff later became Vice President and Portfolio Manger at Bradford & Marzec, Inc.

Britt Doyle graduated from the University of California, Berkeley in 1987 with a degree in Asian studies. He held a sales position in Singapore for Security Pacific and worked previously for Shearson Lehman in San Francisco. Upon completion of his MBA, Doyle looked to pursue a career in international strategic management consulting. Britt worked as a broker at Kidder, Paebody & Co. Then Britt became Senior Vice President in Investments and Financial Consultant at Salomon Smith Barney.

Jim Malinovsky contributed to the fund during the fall semester. He received a degree in electrical engineering in 1983 and worked as a sales engineer for Spague Electric and Motorola. He later worked for Ernst & Young.

Gregory Naiman received his degree in economics and mathematics from the University of California, Santa Barbara in 1984. He was an assistant vice president at Real Property Services in Carlsbad, CA. Previously, he worked as a consultant at Arthur Andersen in Los Angeles. Upon completion of his MBA, Gregory looked to pursue a career in venture capital. In 1992, Greg was General Manager at Techni-Braze, an aerospace manufacturer in Los Angeles. He later became President of Canvas Specialty.

Thelma Nickols graduated from the University of California, Los Angeles in 1984 with a degree in English. She worked as marketing manager at California Magazine and was previously office manager for Skadden, Arps, etal. in Los Angeles. She worked as a consultant in the M&A practice of KPMG Peat Marwick after graduating from USC with an MBA in finance.

Monica Pedrosa graduated from Universidad Complutense, Madrid with a Bachelor of Arts in economics in 1987. She came to USC after working as an assistant professor of applied economics at Universidad Nacional de Educacion a Distancia, as a financial analyst at Renta 4 Brokers in Madrid. She worked as a financial consultant for McKinsey & Co. after completing her MBA at USC before returning to work in Spain.

Jim Platz graduated from the Univesity of California, Berkeley with a degree in economics and history in 1987. He spent two years as a currency trader with Berrisford Financial Group before coming to USC. While pursuing his MBA, Jim worked as an investment analyst for Hughes Investment Management. Jim became a Portfolio Manager at Certus Asset Advisors.

Wendy Purcell received her degree in political science from the University of California, Santa Barbara in 1984. She worked as a paralegal at Gibson, Dunn & Crutcher, and as a liaison in the Syndicate Dept. for Bateman, Eichler, Hill Richards. After receiving her MBA in finance, she worked in the Financial Advisory Division for First Interstate Bank, Ltd.

Kathy Schoenberger graduated from the College of St. Thomas in 1982 with degrees in computer science and economics. She worked as a marketing consultant for Launch Systems, and previously for Transamerica and IDS/American Express. After receiving her MBA in finance from USC, she worked as a consultant in the Information Technology practice of Deloitte & Touche in Seattle.

Michael L. Staheli graduated from Brigham Young University with a degree in economics and Asian studies. After graduation, he began working in corporate finance at Shearson Lehman in their mortgage division. After completing his MBA with emphases in portfolio management and real estate finance, he pursued a career in pension fund management relating to real estate investments in San Francisco.

G. Darwin Toll graduated from Kenyon College in 1983 and spent five years teaching high school science. After graduating from USC with an emphasis in investments, he worked in the Emerging Business Services of Deloitte & Touche in Los Angeles and also worked for William E Simon & Sons. Darwin later became an Associate at Dain Bosworth, Inc.


Class of 1989

John Appleby completed his Bachelor of Science in Finance at the University of Southern California in 1986. From 1982-1986, John worked as a stockbroker for both Dean Witter Reynolds and Smith Barney. After graduation from USC, John moved on to pursue his career, first doing mergers and acquisitions and investment management for Froley Revy Investment Management/First Arcadia Corporation and later moved to work as a Small Cap Portfolio Manager with Dean Investment Associates.

Stephen Ernst graduated from the University of California, Berkley in Applied Mathematics. Along with starting a software consulting business, Stephen worked for Nicolet Computer Graphics and Wyse Technology in marketing capacities. Upon graduating with an MBA, Stephen worked in the Tax Department at Ernst & Young. Stephen, in later years, has worked as a Portfolio Consultant with the Bank of New York.

Jan Hanssen began his college career in Norway and graduated with a Bachelor of Science in Business Administration from California State University, Hayward in 1986. Prior to entering USC, Jan was an Office Manager with an import/export business. Upon completion of his MBA, Jan focused on investment banking, working part-time for Drexel Burnham Lambert in Beverly Hills and USC. Upon completion of his MBA, Jan worked at the Long Term Credit Bank of Japan in Los Angeles.

David Kruse graduated from Rensselaer Polytechnic Institute in 1984 with a Bachelor of Science in Electrical Engineering and Chemistry. Following his undergraduate education, David worked as a Senior Research Engineer for General Dynamics in Pomona. After earning his MBA, David pursued a career in new product development. David also worked with Stanford Research Systems.

Frederick (Fritz) Linker, upon graduation from Brown University in 1982, became a licensed stock broker and worked for Charles Schwab & Company as a Project Analyst, Mutual Funds Trader and Supervisor.

Laura Liong, a native of Singapore, graduated from Texas A&M University in 1987 with a degree in Finance. She interned with Merrill Lynch in Singapore during the summer between the school year while pursuing her MBA. Also while at USC, she was a co-founder of the Investment Banking Association. Upon completion of her MBA, Laura moved to Singapore to work for CS First Boston.

Kayvan Nikkhoo graduated from McGill University in Montreal with a Bachelor of Science in Engineering. Kayvan spent five years working in various capacities in computer engineering before returning to earn a MBA in pursuit of a career in the securities industry.

Dan O’Donnell graduated from Kansas State University in 1984 with a Bachelor of Science in Accounting and Finance. As a CPA, Dan worked in auditing at Peat Marwich & Mitchell Co. and in auditing and tax at Lindburg & Vogel Chartered Accountants.

Lourdes Perez graduated from Depaul University in 1984 with a Bachelor of Science in Commerce-Accountancy. For three years, Lourdes worked as a CPA for Deloitte Haskins & Sells. Upon completing his MBA, Lourdes worked in the Corporate Finance division of Salomon Brothers, and became a Managing Director there.

Craig Silvers graduated from Arizona State University in 1985 with a degree in Finance. He worked for the National Association of Securities Dealers as a compliance examiner before attending USC. He worked for First Equity Group as an investment analyst, worked as a portfolio manager for a local accounting firm in Los Angeles, was Vice President of the clothing manufacturer Warm Wind, and currently works as a real estate analyst with Sutro & Co, Bricks & Mortar Capital LLC.

Clarence Tam graduated in Electrical Engineering from the University of Southern California. Clarence spent time in Malaysia designing a database system and constructing digital circuits before returning to USC in pursuit of an MBA. At time of enrollment in the USC Business School, Clarence was fluent in BASIC and FORTRAN.

Nancy Toy is a Pomona College graduate with a degree in Mathematical Economics and Accounting. Her experience in finance and investments includes an accounting internship at Farmers Insurance Group, stock market research analysis at William O’Neil & Company, and working in the treasurer’s department at Southern California Edison. She later worked as a financial analyst in corporate finance at Wickes Co., Inc. in Los Angeles.

Vicki Warren, after graduating from Pomona College with a degree in Mathematical Economics, worked as a Stock Market Research Analyst at William O’Neil & Company. Later, she worked as a Senior Financial Analyst at Contempo Casuals and as a Finance Manager with Drew Davis Communications.


Class of 1988

Brett Berry, a graduate of California State University, Long Beach, worked for several years as a Financial Analyst in Wilshire Associates’ Pension Consulting Division before returning to academia to complete his MBA. During his second year in the MBA program at Marshall, Brett worked part-time for Hughes Aircraft as an analyst in the Treasury Department. Upon completion of his MBA, Brett worked as a portfolio manager at Bailard, Biehl & Kaiser in San Mateo, CA.

Meribeth Brand, a University of Illinois graduate, worked at Hambrecht & Quist, Merrill Lynch and Scrudder, Stevens & Clark in sales and portfolio management prior to attending USC Marshall School of Business. While at Marshall, she was a finance teaching assistant for the Business School. Meribeth was the recipient of the First PIC Scholarship funded with the proceeds from the previous year’s portfolio. She is currently a Managing Director at the Trust Company of the West.

Michael Cantacuzene graduated from the University of Virginia in 1983 with a degree in History. For several years he worked for National Savings and Trust Bank where he was in portfolio management. Michael also worked for Alex Brown and Sons during the summer while attending USC in order to pursue a career in portfolio management. In 1992, Michael worked with the Peace Corp to start up new businesses in third world countries.

Ann Clifford DeLuce, a graduate from the University of California Los Angeles with a degree in Math/Applied Science, was employed as a financial analyst in Wilshire Associates’ Pension Consulting Division prior to attending business school at USC. While pursuing her MBA along the finance-investment track, Ann worked during the summer in Wells Fargo Investment Advisor’s Portfolio Management Division. Ann later became Executive Vice President at Callan Associates Inc.

J. Gregory Davis graduated from the University of Colorado in 1983 with a Bachelor of Arts in Economics. Greg spent three years working in New York as Manager of Equity Trading at Instinet Corporation before pursuing an MBA at the USC Business School. Greg worked at Security Pacific Bank as Vice President of the Southern California Corporate Group.

David Lee graduated from Colombia University in 1980 with a degree in Industrial Engineering. Prior to attending USC, David was a systems analysts for the Consolidated Edison Co. of New York and a senior programmer for the Automobile Club of Southern California. With this background, David came to USC with an interest in the technical analysis involved in portfolio management. Upon completion of his MBA, David worked in Orange County, California.

Mark Leite, graduated with a Bachelor of Science in Business Administration with a concentration in Finance from California State University, Long Beach. He was employed as a Senior Business Analyst at TRW while pursuing his MBA from USC.

Mary Denise (Denny) McSweeny graduated from the University of California, Los Angeles in 1981 with an English degree. Upon completion of her MBA, Denny was employed as a Securities Analyst with Crowell Weedon & Co. Later on, she moved to work with Litton Industries in the Investor Relations department.

John Quinn, a 1979 graduate from the University of California, Los Angeles with a Bachelor of Science in Geology, continued his study in geology for a Masters Degree from USC in 1982. John worked as an Exploration Geologist at Exxon and as a Project Leader at Core Laboratories. After returning to USC in pursuit of an MBA, John worked as a financial analyst for Citicorp Mortgage, Inc. Upon completion of his MBA, John worked for the Financial Consulting Services Group at Arthur Andersen in New York.

Vicky Schinnerer Hare graduated Cum Laude from the University of California, Los Angeles in 1983 with a degree in Economics. She spent several years working as a Business Analyst, Divisional Operations Manager and Regional Account Manager for Dunn & Bradstreet. While pursuing her MBA from USC Business School, she served as a summer intern at First Interstate Bancorp. She has worked as Director of MIS for Universal Care, Inc. and as Senior Financial Analyst for The Capital Group.

Cathy Schwartz graduated in 1986 from the University of California, Los Angeles with a Bachelor of Science in Pyscho-Biology. While pursing her MBA at USC, she helped to start up a private investment banking firm. Upon completion of the MBA, Cathy worked for Metropolitan Life in their Corporate Investments Department and later worked at Pacific Life.

Jon White graduated with a Bachelor of Business Administration in Accounting from Southern Methodist University. Prior to attending USC, he had experience in banking and accounting. Upon graduation from the MBA program, Jon worked with Arthur Young in Boston and for Pannel Kerr Forster.


Class of 1987 – Trojan Equity Fund

Minalie Chen graduated from the University of Southern California with a Master of Business Administration in 1987. She then moved to New York.

Kevin Golden graduated from the University of Southern California in 1987 with an Master of Business Administration. He then worked as an Invesment Consultant at Kidder, Peabody & Co. in Los Angeles.

Rico Micallef

Hugh Oxnard, after graduation from USC Graduate School of Business, relocated to Australia.

Wade Winter, as of 2004 was Senior Vice President of Asset Management with Jefferies Capital Management.

Lisa Zimmerman

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