RESUME

Jim ODonnell, CFA

Mill Valley, CA 94941
858-922-6301
jim_odonnell@ hotmail.com
www.linkedin.com/in/jimdodonnell

EXPERIENCE:
7/06 to 6/15

Chief Investment Officer: Forward Management, San Francisco, CA

Involved in new product development, sub advisor relations, launched internal asset
management, acting as portfolio manager on several products. Overseeing over 30
products and 25 employees including analysts, pms and traders.

2/04 to 5/06

Analyst: Meisenbach Capital, Del Mar, CA

Returned to Hedge Fund mentioned below to conduct fundamental and financial analysis
as well as risk management oversight of portfolio.

7/03 to 11/03

Senior Analyst: Provident Capital Corp, La Jolla, CA

Temporary engagement: Involved in every aspect of operations, trading, marketing, and
securities analysis for a separate account asset manager.

11/02 to 2/04

Consultant: Rainmaker Alliance, San Diego, CA

Consulted with Venture Capital firm and start up firms on financial models, projections
and business strategy. Consulted with mutual fund company on marketing and
presentations. Consulted with Web-based financial information provider on new product
development.

9/01 to 10/02

Analyst: Meisenbach Capital, Del Mar, CA

Responsible for researching potential new investments for the Hedge Fund. Activities
included performing financial and fundamental analyses of companies. Monitored
ongoing developments for numerous industries and companies via research reports and
industry periodicals.

4/93 to 8/01

Portfolio Manager: Nicholas-Applegate Capital Management, San Diego, CA

Responsible for stock selection of Large Cap, Mid Cap, and Small Cap Wrap Portfolios.
Additional duties included performing financial analysis on companies and industries,
conducting client reviews, delivering marketing presentations, as well as meeting with
companies and sell side analysts.

11/91 to 4/93

Institutional Trader: A.G. Edwards & Sons, Inc. San Diego, CA

Responsible for trading listed and OTC equities as well as index options. Assisted in
Morning Call by researching companies for institutional clients. Conducted technical
market analysis. Published daily market fax newsletter.

9/88 to 11/91

Institutional Traders: Advest, Inc/Newhard Cook & Co. La Jolla, CA

Handled trading of equities and options, as well as clearing of institutional accounts.
Responsible for setting up DVP and CMTA institutional accounts. Conducted technical
and fundamental analysis of securities.

EDUCATION:

Chartered Financial Analyst (CFA)

Association of Investment Management and Research
Charlottesville, VA
Charter Awarded: October 1994
University of San Diego
San Diego, CA
Masters of Business Administration
Graduated: December 1994

Cornell University
Ithaca, NY
Bachelor of Science Degree
Graduated: June 1981