Resumes
Resumes
Equity Portfolio Manager
View pageLocation:
Los Angeles, CA
Industry:
Financial Services
Work:
Equity Portfolio Manager
Green Phoenix Global
Portfolio Manager and Equity Analyst
Causeway Capital Management Llc Apr 2006 - Mar 2009
Co-Portfolio Manager and Equity Analyst
Pacific Financial Research Investment Management Jan 2002 - Dec 2005
Principal and Portfolio Manager
Pacific Financial Research Investment Management Jul 1995 - Dec 2001
Equity Analyst
Education:
University of Chicago, Graduate School of Business 1993 - 1995
Master of Business Administration, Masters, Accounting, Finance University of Michigan 1985 - 1989
Bachelors, Bachelor of Science, Aerospace Engineering
Master of Business Administration, Masters, Accounting, Finance University of Michigan 1985 - 1989
Bachelors, Bachelor of Science, Aerospace Engineering
Skills:
Portfolio Management
Equity Research
Investments
Equities
Research
Valuation
Financial Modeling
Mutual Funds
Investment Strategies
Financial Analysis
Asset Management
Asset Allocation
Trading
Securities
Hedge Funds
Alternative Investments
Finance
Fixed Income
Bloomberg
Series 7
Capital Markets
Strategy
Investment Management
Investment Advisory
Equity Trading
Series 63
Fund of Funds
Equity Valuation
Financial Services
Equity Research
Investments
Equities
Research
Valuation
Financial Modeling
Mutual Funds
Investment Strategies
Financial Analysis
Asset Management
Asset Allocation
Trading
Securities
Hedge Funds
Alternative Investments
Finance
Fixed Income
Bloomberg
Series 7
Capital Markets
Strategy
Investment Management
Investment Advisory
Equity Trading
Series 63
Fund of Funds
Equity Valuation
Financial Services
Certifications:
Chartered Market Technician
Market Technicians Association, Inc.
Market Technicians Association, Inc.
Kelly Sueoka
View pageWork:
start-up fund Just Value Capital LLC
Los Angeles, CA
2010 to 2012
INDEPENDENT CONSULTANT
CAUSEWAY CAPITAL MANAGEMENT
Los Angeles, CA
2006 to 2009
Co-Portfolio Manager/Equity Analyst
PACIFIC FINANCIAL RESEARCH
2002 to 2005
Principal/Portfolio Manager
PACIFIC FINANCIAL RESEARCH
1995 to 2001
Equity Analyst
HANSON Investment Management Co
San Rafael, CA
1994 to 1994
Equity Analyst/Assistant to Director of Research (Internship)
MCDONNELL DOUGLAS Corp
St. Louis, MO
1989 to 1993
Flight Test Engineer
Los Angeles, CA
2010 to 2012
INDEPENDENT CONSULTANT
CAUSEWAY CAPITAL MANAGEMENT
Los Angeles, CA
2006 to 2009
Co-Portfolio Manager/Equity Analyst
PACIFIC FINANCIAL RESEARCH
2002 to 2005
Principal/Portfolio Manager
PACIFIC FINANCIAL RESEARCH
1995 to 2001
Equity Analyst
HANSON Investment Management Co
San Rafael, CA
1994 to 1994
Equity Analyst/Assistant to Director of Research (Internship)
MCDONNELL DOUGLAS Corp
St. Louis, MO
1989 to 1993
Flight Test Engineer
Education:
UNIVERSITY OF CHICAGO, Graduate School of Business
Chicago, IL
Jun 1995
M.B.A. in Concentrations
UNIVERSITY OF MICHIGAN
Ann Arbor, MI
Apr 1989
B.S. in Aerospace Engineering
Chicago, IL
Jun 1995
M.B.A. in Concentrations
UNIVERSITY OF MICHIGAN
Ann Arbor, MI
Apr 1989
B.S. in Aerospace Engineering