Rick Coryell

Rick Coryell

Part Time Lecturer, Finance (FIN)
Email: rick.coryell@csulb.edu
Campus Phone: 562.985.4569
Office: COB-444 (Hours)

Talented, decisive executive and Chartered Financial Analyst, encompassing more than a decade of experience and expertise in managing multi-sector portfolios with assets under management ranging from $8.5 billion to $93 billion and generating returns that have consistently exceeded comparable benchmarks and internal goals. A revenue generator and relationship manager with a track record of having increased assets by more than 250%, proficiency by 65%-100% and the investment selection process by 30%-100%. An articulate communicator of portfolio strategy with strong analytical skills, able to effectively leverage research, and trading resources to maximize implementation of diverse fixed income products. Offer leadership, collaboration and a demonstrated success in the management of client relations, maintenance of portfolio compliance and synergy among teams.

Analysis, Asset Allocation, Bloomberg & BondEdge, Business Development, Cash Flow Models, Compliance, Due Diligence, Economic/Business Valuation Models, Investment Strategies, Leadership/Management, Manager, Market Commentaries, MS Suite & Access, Performance Presentations, Problem Resolutions, Proprietary Model Development, Risk Monitoring, Team Development, Trade Execution, Valuation Modeling

  • Master, University of Southern California , 2006
    Major/Concentration: Business / Finance & Strategic Management
  • Bachelor, California State University Long Beach,
    Major/Concentration: Business Administration / Finance & Real Estate

    Professional
  • Office of Finance (2010 - 2016) Senior Portfolio Manager
  • California State University Dominguez Hills (2010 - Present) Adjunct Professor of Finance
  • Office of Finance (2008 - 2010) Portfolio Manager
  • ING Americas (2001 - 2008) Senior Fixed Income Analyst
  • Western Asset Management Company (1999 - 2001) Fixed Income Analyst

  • "Portfolio Manager" (Jan-2023) , Coryell Capital Management
  • "Portfolio Manager" (Jan-2022) , Coryell Capital Management
  • "Portfolio Manager" (Jan-2021) , Coryell Capital Management
  • "Chief Investment Officer – Board Member" (Jan-2021) , Xebec Investment Advisors
  • "Portfolio Manager" (Dec-2020) , Coryell Capital Management
  • "Chief Investment Officer – Board Member" (Dec-2020) , Xebec Investment Advisors
  • "Chief Investment Officer – Board Member" (Dec-2019) , Xebec Investment Advisors
  • "Chief Investment Officer – Board Member" (Dec-2018) , Xebec Investment Advisors
  • "Senior Portfolio Manager" (Dec-2016) , City of Los Angeles
  • "Senior Portfolio Manager" (Dec-2015) , City of Los Angeles
  • "Senior Portfolio Manager" (Dec-2014) , City of Los Angeles
  • "Senior Portfolio Manager" (Dec-2013) , City of Los Angeles
  • "Senior Portfolio Manager" (Dec-2012) , City of Los Angeles
© 2024 College of Business (COB), California State University Long Beach (CSULB).
Updated: December 08 2023 [rcoryell]