Investment Plan 2011 - OPERS
Investment Plan 2011 - OPERS
Investment Plan 2011 - OPERS
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Ohio Public Employees Retirement System<br />
<strong>2011</strong> Annual <strong>Investment</strong> <strong>Plan</strong><br />
<strong>Investment</strong><br />
Experience<br />
Education/<br />
Name Title <strong>OPERS</strong> Total Prior Employers/Positions Designations<br />
Kimberly Van Gundy<br />
Xiaoling Wang<br />
Erick Weis<br />
Joyce Williams<br />
Brian H. Wright<br />
JoAnn Yocum<br />
External Management<br />
<strong>Investment</strong><br />
Administration<br />
Analyst<br />
U.S. Equity<br />
<strong>Investment</strong> Analyst<br />
Fund Management<br />
Fund Manager<br />
External Management<br />
Portfolio Assistant<br />
External Public<br />
Markets<br />
Senior<br />
<strong>Investment</strong> Analyst<br />
Fixed Income<br />
<strong>Investment</strong> Assistant<br />
9 9<br />
1 11<br />
16 17<br />
1 3<br />
1 10<br />
Holdridge Mechanical<br />
Sr. Financial Projects Analyst, Accountant<br />
Citigroup Inc., PriceWaterhouseCoopers Financial / <strong>Investment</strong> Advisory<br />
Services<br />
Financial Consultant, Lead Analyst<br />
Prudential Securities<br />
Portfolio Manager, Senior Equity Analyst, Equity Sales<br />
Levinson Jewelers, Diehl-Whittaker, Inc.<br />
Accounts Receivable Specialist, Bookkeeper<br />
Ashland, Inc., Alliance Data Systems<br />
Manager, Pension Trust <strong>Investment</strong>s, Senior Auditor<br />
Merck, Principal Financial<br />
11 25 AS, Bliss Business College<br />
Research Analyst<br />
Page 48<br />
MBA, Franklin University<br />
BS, University of Dayton<br />
MS, Columbia University<br />
M Phil, The Chinese<br />
University of Hong Kong<br />
BA, Southwestern<br />
University of Finance and<br />
Economics<br />
CFA Charterholder<br />
MBA, The Ohio State<br />
University<br />
BBA, University of Toledo<br />
CFA Charterholder<br />
BS, Franklin University<br />
BSBA, Auburn University<br />
CFA Charterholder<br />
CPA
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