Experience

• 17 years of investment industry experience
• Joined ClearBridge Advisors in 2007
• Banc of American Securities, LLC - Associate Equity Research Analyst, Specialty Finance
• FTN Midwest Research Securities Corp. - Equity Research Analyst, Financial Institutions Group
• Ryan Beck Co. - Equity Research Analyst, Financial Institutions Group
• Lehman Brothers, Inc. - Investment Banking Associate, Global Media & Telecom Group
• Sinochem - Trader, Crude Oil/Gasoline/Diesel
• Member of the CFA Institute
• MBA from the Anderson School at UCLA
• BS in Economics from the University of International Business and Economics, Beijing, China