ICM Asset Management
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ICM Asset Management Employees
Employee
Years
Job
Industry
Pete Chase Pete Chase's ICM Asset Management Experience May 2015 - Present
Job Executive/Entrepreneur
Industry Financial Services
Experience
ICM Asset Management May 2015 - Present
Columbia International Finance September 2014 - Present
StartGrid January 2014 - Present
DePaul Industries September 2013 - Present
Purcell Systems, Inc. January 2000 - April 2012
Skills
Strategic Partnerships, Business Development, New Business Development, Cross-functional Team..., Telecommunications, Start-ups, Product Management, Go-to-market Strategy, Strategy, Business Strategy, Mergers & Acquisitions, Business Planning, Debt & Equity Financing, International Business, Economic Development, Leadership, Strategic Planning
Education
Gonzaga University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Marketing
ICM Asset Management May 2015 - Present
Columbia International Finance September 2014 - Present
StartGrid January 2014 - Present
DePaul Industries September 2013 - Present
Purcell Systems, Inc. January 2000 - April 2012
Skills
Strategic Partnerships, Business Development, New Business Development, Cross-functional Team..., Telecommunications, Start-ups, Product Management, Go-to-market Strategy, Strategy, Business Strategy, Mergers & Acquisitions, Business Planning, Debt & Equity Financing, International Business, Economic Development, Leadership, Strategic Planning
Education
Gonzaga University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Marketing
Aimee Hauff Aimee Hauff's ICM Asset Management Experience November 2002 - February 2006
Job Board Member at Advent User Group
Industry Investment Management
Experience
Advent User Group January 2014 - Present
Cornerstone Advisors, Inc. (Bellevue, WA) March 2006 - Present
ICM Asset Management November 2002 - February 2006
Coldstream Capital August 2001 - November 2002
ICM Asset Management September 1998 - August 2001
Skills
Mutual Funds, Fund Administration, Advent, Back Office, Private Equity, APX, Middle Office, Supervisory Skills, Performance Reporting, Department Budgeting, Project Management, Real Estate Private..., Fund Of Funds, NAV, Performance Management
Education
Eastern Washington University 1989 — 1993
BaED, English, Mathematics
Washington State University 1988 — 1989
English
Shadle Park HS
Advent User Group January 2014 - Present
Cornerstone Advisors, Inc. (Bellevue, WA) March 2006 - Present
ICM Asset Management November 2002 - February 2006
Coldstream Capital August 2001 - November 2002
ICM Asset Management September 1998 - August 2001
Skills
Mutual Funds, Fund Administration, Advent, Back Office, Private Equity, APX, Middle Office, Supervisory Skills, Performance Reporting, Department Budgeting, Project Management, Real Estate Private..., Fund Of Funds, NAV, Performance Management
Education
Eastern Washington University 1989 — 1993
BaED, English, Mathematics
Washington State University 1988 — 1989
English
Shadle Park HS
Shane Kovalsky Shane Kovalsky's ICM Asset Management Experience January 2013 - August 2013
Job Business Development
Industry Computer Software
Experience
Rhombicon, LLC July 2013 - Present
Seattle Web Pros January 2014 - Present
Porch May 2015 - August 2015
ICM Asset Management January 2013 - August 2013
TCU Track and Field August 2012 - January 2013
Skills
Entrepreneurship, Business, Website Development, Sales, Highly personable, Strategic Planning, iOS, Marketing, Salesforce.com, Wordpress, Microsoft Office, Windows, Economics
Education
Gonzaga University - School of Business Administration 2012 — 2016
Finance, Entrepreneurship
Rhombicon, LLC July 2013 - Present
Seattle Web Pros January 2014 - Present
Porch May 2015 - August 2015
ICM Asset Management January 2013 - August 2013
TCU Track and Field August 2012 - January 2013
Skills
Entrepreneurship, Business, Website Development, Sales, Highly personable, Strategic Planning, iOS, Marketing, Salesforce.com, Wordpress, Microsoft Office, Windows, Economics
Education
Gonzaga University - School of Business Administration 2012 — 2016
Finance, Entrepreneurship
Kevin Jones, CFA Kevin Jones, CFA's ICM Asset Management Experience January 1993 - May 2005
Job Principal, Harmonic Investment Advisors
Industry Investment Management
Experience
Harmonic Investment Advisors November 2008 - Present
Boise State College of Business & Economics June 2008 - Present
CFA Society of Idaho January 2006 - Present
Catholic Charities of Idaho July 2008 - May 2012
St. John's Parish May 2008 - May 2011
D.B. Fitzpatrick & Co. January 2006 - October 2008
ICM Asset Management January 1993 - May 2005
Shearson Lehman Hutton January 1988 - February 1990
UC Santa Barbara 1981 - 1984
Skills
Portfolio Management, Series 65, Equity Research, Fixed Income Analysis, Equity Trading, Strategic Planning, Financial Modeling, Equities, Financial Analysis, Management, Valuation, Asset Managment, Alternative Investments, Mutual Funds, Asset Management, Asset Allocation, Investments, Economics, Fixed Income, Finance
Education
University of California, Santa Barbara 1981 — 1986
Bachelor, Business Economics/Finance
Boise State University
Boise State University
Harmonic Investment Advisors November 2008 - Present
Boise State College of Business & Economics June 2008 - Present
CFA Society of Idaho January 2006 - Present
Catholic Charities of Idaho July 2008 - May 2012
St. John's Parish May 2008 - May 2011
D.B. Fitzpatrick & Co. January 2006 - October 2008
ICM Asset Management January 1993 - May 2005
Shearson Lehman Hutton January 1988 - February 1990
UC Santa Barbara 1981 - 1984
Skills
Portfolio Management, Series 65, Equity Research, Fixed Income Analysis, Equity Trading, Strategic Planning, Financial Modeling, Equities, Financial Analysis, Management, Valuation, Asset Managment, Alternative Investments, Mutual Funds, Asset Management, Asset Allocation, Investments, Economics, Fixed Income, Finance
Education
University of California, Santa Barbara 1981 — 1986
Bachelor, Business Economics/Finance
Boise State University
Boise State University
William Lang William Lang's ICM Asset Management Experience 1996 - 2001
Job CIO, Portfolio Manager at Downriver Capital Management
Industry Financial Services
Experience
Downriver Capital Management January 2010 - Present
Signia Capital Management January 2001 - December 2008
ICM Asset Management 1996 - 2001
Skills
Hedge Funds, Equities, Investments, Microsoft Excel, Alternative Investments, Portfolio Management, Financial Modeling, Bloomberg, Asset Allocation, Investment Management, Fixed Income, Capital Markets
Education
Gonzaga University - School of Business Administration 1995 — 1997
B.S., Finance
Downriver Capital Management January 2010 - Present
Signia Capital Management January 2001 - December 2008
ICM Asset Management 1996 - 2001
Skills
Hedge Funds, Equities, Investments, Microsoft Excel, Alternative Investments, Portfolio Management, Financial Modeling, Bloomberg, Asset Allocation, Investment Management, Fixed Income, Capital Markets
Education
Gonzaga University - School of Business Administration 1995 — 1997
B.S., Finance
Timothy Olsen Timothy Olsen's ICM Asset Management Experience August 2008 - Present
Job Sr. Vice President at ICM Asset Management
Industry Investment Management
Experience
ICM Asset Management August 2008 - Present
ICM Asset Management August 2005 - Present
ICM Asset Management March 2002 - Present
Jefferies & Company 1988 - 1998
Skills
Equities, Investments, Portfolio Management, Trading, Equity Trading, Hedge Funds, Bloomberg, Options, Asset Management, Trading Systems, Alternative Investments, Fixed Income, Electronic Trading, Derivatives, Technical Analysis, Asset Allocation, Equity Research, Securities, Order Management, Mutual Funds, Customer Relations, Microsoft Office, Compliance, Back Office, Charles River IMS, ETFs, Wealth Management, Proprietary Trading, Trading Strategies, Investment Advisory, Series 7, Capital Markets, Financial Markets, Series 63, Investment Banking, Valuation, Management, Financial Services, Financial Modeling, Private Equity, Investment Management, Investment Strategies
Education
Marymount College Palos Verdes, Palos Verdes CA 2015 — 2019
AA, AA studies
California State University-Long Beach 1989 — 1991
Economics
University of California, Los Angeles 1989 — 1989
English, Economics
ICM Asset Management August 2008 - Present
ICM Asset Management August 2005 - Present
ICM Asset Management March 2002 - Present
Jefferies & Company 1988 - 1998
Skills
Equities, Investments, Portfolio Management, Trading, Equity Trading, Hedge Funds, Bloomberg, Options, Asset Management, Trading Systems, Alternative Investments, Fixed Income, Electronic Trading, Derivatives, Technical Analysis, Asset Allocation, Equity Research, Securities, Order Management, Mutual Funds, Customer Relations, Microsoft Office, Compliance, Back Office, Charles River IMS, ETFs, Wealth Management, Proprietary Trading, Trading Strategies, Investment Advisory, Series 7, Capital Markets, Financial Markets, Series 63, Investment Banking, Valuation, Management, Financial Services, Financial Modeling, Private Equity, Investment Management, Investment Strategies
Education
Marymount College Palos Verdes, Palos Verdes CA 2015 — 2019
AA, AA studies
California State University-Long Beach 1989 — 1991
Economics
University of California, Los Angeles 1989 — 1989
English, Economics
Rebecca Barrouk Rebecca Barrouk's ICM Asset Management Experience 1997 - 1999
Job Real Estate Broker at Live Real Estate
Industry Real Estate
Experience
Live Real Estate June 2015 - Present
Tishman Speyer January 2012 - January 2015
Sassybax June 2010 - January 2012
Southern CA Contractors Association May 2009 - May 2010
Kahala Corp May 2008 - January 2009
Colliers International March 2007 - May 2008
Colliers International June 2006 - May 2008
Lutheran Community Services July 2001 - September 2003
PwC December 2000 - June 2001
ICM Asset Management 1997 - 1999
Skills
Budgets, Recruiting, Time Management, Research, PowerPoint, Accounting, Microsoft Excel, Team Building, Sales, Microsoft Office, Leadership, Human Resources, Management, Commercial Real Estate, Event Planning, Real Estate, Administration
Education
Rockwell Institute School of Real Estate 2015 — 2015
Real Estate, Passed real estate exam
Spokane Community College 2003 — 2005
AAS, Culinary
Bellevue Community College 1990 — 1991
Associate of Arts (AA), Culinary Arts
Live Real Estate June 2015 - Present
Tishman Speyer January 2012 - January 2015
Sassybax June 2010 - January 2012
Southern CA Contractors Association May 2009 - May 2010
Kahala Corp May 2008 - January 2009
Colliers International March 2007 - May 2008
Colliers International June 2006 - May 2008
Lutheran Community Services July 2001 - September 2003
PwC December 2000 - June 2001
ICM Asset Management 1997 - 1999
Skills
Budgets, Recruiting, Time Management, Research, PowerPoint, Accounting, Microsoft Excel, Team Building, Sales, Microsoft Office, Leadership, Human Resources, Management, Commercial Real Estate, Event Planning, Real Estate, Administration
Education
Rockwell Institute School of Real Estate 2015 — 2015
Real Estate, Passed real estate exam
Spokane Community College 2003 — 2005
AAS, Culinary
Bellevue Community College 1990 — 1991
Associate of Arts (AA), Culinary Arts
Lorna Boyd Lorna Boyd's ICM Asset Management Experience February 1999 - 2003
Job Director of Client Development at Premier Wealth Advisors Inc.
Industry Investment Management
Experience
Free-lance writer, editor April 1985 - Present
Musician 1977 - Present
Premier Wealth Advisors Inc. March 2015 - Present
Yummy Earth April 2010 - January 2015
Zurvita April 2004 - December 2007
BioPro 2004 - 2007
Dorsair Mgmt 2001 - 2007
ICM Asset Management February 1999 - 2003
Humming Boyd Sales 1983 - 1999
Skills
Copywriting, Editing, Singing, Public Speaking, Time Management, Management, Team Building, Small Business, Email Marketing, Publishing, Newsletters, Coaching, Social Networking, Budgets, Customer Service
Education
California State University-Northridge
pre-BA, Psychology
Free-lance writer, editor April 1985 - Present
Musician 1977 - Present
Premier Wealth Advisors Inc. March 2015 - Present
Yummy Earth April 2010 - January 2015
Zurvita April 2004 - December 2007
BioPro 2004 - 2007
Dorsair Mgmt 2001 - 2007
ICM Asset Management February 1999 - 2003
Humming Boyd Sales 1983 - 1999
Skills
Copywriting, Editing, Singing, Public Speaking, Time Management, Management, Team Building, Small Business, Email Marketing, Publishing, Newsletters, Coaching, Social Networking, Budgets, Customer Service
Education
California State University-Northridge
pre-BA, Psychology
Shelley McDowell Shelley McDowell's ICM Asset Management Experience 1981 - 1991
Job Designated Broker Century 21 Beutler Real Estate Career Coach Involved and Engaged as a NonSelling/NonCompeting Broker
Industry Real Estate
Experience
Century 21 Beutler & Associates April 2006 - Present
EWI of Spokane 2005 - 2013
TFB Inc. 1991 - 2006
ICM Asset Management 1981 - 1991
Skills
Real Estate Career..., Real Estate Coaching, Real Estate Career in..., First Time Home Buyers, Sellers, Condos, REO, Foreclosures, Real Estate, Real Estate Transactions, Residential Homes
Education
Gonzaga University - School of Business Administration 1976 — 1979
BS, Economics, Business Administration
Washington State University 1975 — 1976
Business Administration and Management, General
Century 21 Beutler & Associates April 2006 - Present
EWI of Spokane 2005 - 2013
TFB Inc. 1991 - 2006
ICM Asset Management 1981 - 1991
Skills
Real Estate Career..., Real Estate Coaching, Real Estate Career in..., First Time Home Buyers, Sellers, Condos, REO, Foreclosures, Real Estate, Real Estate Transactions, Residential Homes
Education
Gonzaga University - School of Business Administration 1976 — 1979
BS, Economics, Business Administration
Washington State University 1975 — 1976
Business Administration and Management, General
vinson cai vinson cai's ICM Asset Management Experience February 1994 - April 2002
Job Lecturer, EWU
Industry Education Management
Experience
EWU January 2010 - Present
ICM Asset Management February 1994 - April 2002
Education
Fudan University
Bachelor in World Economy, Accounting and Finance
EWU January 2010 - Present
ICM Asset Management February 1994 - April 2002
Education
Fudan University
Bachelor in World Economy, Accounting and Finance
Elizabeth Gabriel's ICM Asset Management Experience March 1993 - September 2009
Job Senior Managing Director, Business Development & Client Relations at Ken Roberts Investment Management
Industry Financial Services
Experience
Ken Roberts Investment Management, Inc. June 2010 - October 2013
ICM Asset Management March 1993 - September 2009
Education
The University of Montana - School of Business Administration 1990 — 1995
BS, Business Administration/Finance
Ken Roberts Investment Management, Inc. June 2010 - October 2013
ICM Asset Management March 1993 - September 2009
Education
The University of Montana - School of Business Administration 1990 — 1995
BS, Business Administration/Finance