Oregon State Investment Group
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Oregon State Investment Group Employees
Employee
Years
Job
Industry
Andrew Luckman Andrew Luckman's Oregon State Investment Group Experience October 2012 - March 2014
Job Risk ConsultingKPMG Portland
Industry Accounting
Experience
KPMG July 2015 - Present
KPMG January 2015 - March 2015
KPMG June 2014 - August 2014
OSU Foundation May 2012 - June 2014
Oregon State Investment Group October 2012 - March 2014
Skills
Management, Financial Analysis, Customer Service, Sales, Investments, Payroll, Accounts Payable, Time Management, Microsoft Word, Marketing, Inventory Management, Financial Reporting, Team Building, Budgets, Analysis, Accounting, Auditing, Sarbanes-Oxley Act, IT Audit
Education
Oregon State University 2010 — 2015
Bachelor's Degree, Accounting, Finance, International Business, 3.77/4.00
City University of Hong Kong 2014 — 2014
Foreign Exchange Semester, Business Administration and Management, General
Marshfield High School 2006 — 2010
High School, 3.96/4.00
KPMG July 2015 - Present
KPMG January 2015 - March 2015
KPMG June 2014 - August 2014
OSU Foundation May 2012 - June 2014
Oregon State Investment Group October 2012 - March 2014
Skills
Management, Financial Analysis, Customer Service, Sales, Investments, Payroll, Accounts Payable, Time Management, Microsoft Word, Marketing, Inventory Management, Financial Reporting, Team Building, Budgets, Analysis, Accounting, Auditing, Sarbanes-Oxley Act, IT Audit
Education
Oregon State University 2010 — 2015
Bachelor's Degree, Accounting, Finance, International Business, 3.77/4.00
City University of Hong Kong 2014 — 2014
Foreign Exchange Semester, Business Administration and Management, General
Marshfield High School 2006 — 2010
High School, 3.96/4.00
Chase T. Norlin Chase T. Norlin's Oregon State Investment Group Experience January 2013 - Present
Job Financials Sector Analyst at Oregon State Investment Group
Industry Accounting
Experience
Theta Chi Fraternity September 2013 - Present
Oregon State Investment Group January 2013 - Present
Skills
Accounting and Finance, Investments
Education
Oregon State University 2012 — 2015
Accounting and Finance
Tualatin High School 2007 — 2011
Theta Chi Fraternity September 2013 - Present
Oregon State Investment Group January 2013 - Present
Skills
Accounting and Finance, Investments
Education
Oregon State University 2012 — 2015
Accounting and Finance
Tualatin High School 2007 — 2011
Arun Varghese's Oregon State Investment Group Experience January 2014 - Present
Job Capital Markets and Treasury Intern at Aequitas Capital
Industry Financial Services
Experience
Aequitas Capital August 2015 - Present
Oregon State Investment Group January 2014 - Present
Oregon State Finance Club July 2014 - June 2015
Oregon State Investment Group March 2014 - June 2015
Finity Group, LLC June 2014 - September 2014
Skills
Investments, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Portfolio Management, Leadership, Management, Social Media, Financial Analysis
Education
Oregon State University 2011 — 2015
Bachelor of Science (B.S.), Bachelor of Science (B.S.), Finance, Economics
Aequitas Capital August 2015 - Present
Oregon State Investment Group January 2014 - Present
Oregon State Finance Club July 2014 - June 2015
Oregon State Investment Group March 2014 - June 2015
Finity Group, LLC June 2014 - September 2014
Skills
Investments, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Portfolio Management, Leadership, Management, Social Media, Financial Analysis
Education
Oregon State University 2011 — 2015
Bachelor of Science (B.S.), Bachelor of Science (B.S.), Finance, Economics
Sam Van Ryssegem's Oregon State Investment Group Experience September 2012 - 2013
Job Associate Software Engineer at NWEA
Industry Computer Software
Experience
NWEA March 2015 - Present
Mars Symbioscience July 2014 - March 2015
Business Solutions Group July 2013 - April 2014
Oregon State Investment Group September 2012 - 2013
Miller Timber Services June 2012 - September 2012
US Army September 2004 - September 2009
Skills
Java, React.js, Python, Software Development, Android, Fluency in Dutch (ILR..., Financial Modeling, Leadership, Finance, Investments, Data Analysis, Financial Analysis, Training, Salesforce.com, Testing
Education
Oregon State University 2009 — 2014
Bachelor of Science, Economics
NWEA March 2015 - Present
Mars Symbioscience July 2014 - March 2015
Business Solutions Group July 2013 - April 2014
Oregon State Investment Group September 2012 - 2013
Miller Timber Services June 2012 - September 2012
US Army September 2004 - September 2009
Skills
Java, React.js, Python, Software Development, Android, Fluency in Dutch (ILR..., Financial Modeling, Leadership, Finance, Investments, Data Analysis, Financial Analysis, Training, Salesforce.com, Testing
Education
Oregon State University 2009 — 2014
Bachelor of Science, Economics
Bryan Wynn's Oregon State Investment Group Experience April 2015 - Present
Job Summer Investment Associate at Principal Global Investors Morley Capital Management
Industry Capital Markets
Experience
Oregon State Investment Group April 2015 - Present
Oregon State Investment Group October 2014 - Present
Alpha Tau Omega Fraternity September 2014 - Present
Oregon State University September 2014 - Present
Oregon State University September 2012 - Present
Principal Global Investors - Morley Capital Management June 2015 - September 2015
Oregon Entrepreneurs Network February 2015 - April 2015
Oregon State Investment Group February 2015 - April 2015
Marylhurst University June 2014 - July 2014
Skills
Microsoft Excel, Finance, Customer Service, Economics, Accounting, Financial Modeling, Management, Statistics, Mathematics, Financial Analysis, Valuation, Interpersonal..., Computer Hardware, Windows System..., Negotiation, Due Diligence, Fundamental Analysis, Client Relations, Market Research, Data Entry, Budgeting, Type 60+ Words Per..., Leadership Development, Team Leadership, Diplomacy, Market Analysis, Stock Market, Stock Market Analysis, Financial Markets, Financial Statements, DCF Valuation, Equity Research, Venture Capital, Relative Value, Credit Analysis, Risk Management, Portfolio Management, Statistical Data..., Securitized Products, Credit Research, Institutional..., Portfolio Construction, Fixed Income Portfolio..., Fixed Income, Fixed Income Analysis, Seed Capital, Start-up Consulting, MBS, Agency MBS, Structured Products
Education
Oregon State University 2012 — 2016
Bachelor of Science (BS)
Oregon State Investment Group April 2015 - Present
Oregon State Investment Group October 2014 - Present
Alpha Tau Omega Fraternity September 2014 - Present
Oregon State University September 2014 - Present
Oregon State University September 2012 - Present
Principal Global Investors - Morley Capital Management June 2015 - September 2015
Oregon Entrepreneurs Network February 2015 - April 2015
Oregon State Investment Group February 2015 - April 2015
Marylhurst University June 2014 - July 2014
Skills
Microsoft Excel, Finance, Customer Service, Economics, Accounting, Financial Modeling, Management, Statistics, Mathematics, Financial Analysis, Valuation, Interpersonal..., Computer Hardware, Windows System..., Negotiation, Due Diligence, Fundamental Analysis, Client Relations, Market Research, Data Entry, Budgeting, Type 60+ Words Per..., Leadership Development, Team Leadership, Diplomacy, Market Analysis, Stock Market, Stock Market Analysis, Financial Markets, Financial Statements, DCF Valuation, Equity Research, Venture Capital, Relative Value, Credit Analysis, Risk Management, Portfolio Management, Statistical Data..., Securitized Products, Credit Research, Institutional..., Portfolio Construction, Fixed Income Portfolio..., Fixed Income, Fixed Income Analysis, Seed Capital, Start-up Consulting, MBS, Agency MBS, Structured Products
Education
Oregon State University 2012 — 2016
Bachelor of Science (BS)
John Neri John Neri's Oregon State Investment Group Experience September 2013 - Present
Job Financial Analyst/Consumer Goods Sector Leader
Industry Financial Services
Experience
Oregon State Investment Group September 2013 - Present
Oregon State University April 2014 - June 2014
Northwestern Mutual May 2013 - September 2013
Oregon Event and Tent Co. July 2012 - September 2013
Skills
Finance, Financial Analysis, Investments, Insurance, Management, Valuation, Public Speaking, Data Analysis, Leadership, Customer Service, Equities, Accounting
Education
Oregon State University 2011 — 2015
Business, Finance, General, Senior
Lincoln High School 2007 — 2011
Oregon State Investment Group September 2013 - Present
Oregon State University April 2014 - June 2014
Northwestern Mutual May 2013 - September 2013
Oregon Event and Tent Co. July 2012 - September 2013
Skills
Finance, Financial Analysis, Investments, Insurance, Management, Valuation, Public Speaking, Data Analysis, Leadership, Customer Service, Equities, Accounting
Education
Oregon State University 2011 — 2015
Business, Finance, General, Senior
Lincoln High School 2007 — 2011
Blake Hendricks's Oregon State Investment Group Experience April 2013 - Present
Job Healthcare Sector Leader/Analyst for the Oregon State Investment Group
Industry
Experience
Oregon State Investment Group April 2013 - Present
International Affairs Club (IAC) April 2012 - Present
Education
Oregon State University 2012 — 2016
Oregon State University 2012 — 2016
Oregon State Investment Group April 2013 - Present
International Affairs Club (IAC) April 2012 - Present
Education
Oregon State University 2012 — 2016
Oregon State University 2012 — 2016
Jeff Whitaker Jeff Whitaker's Oregon State Investment Group Experience April 2014 - Present
Job Finance Intern at Mercury Insurance
Industry
Experience
Oregon State Investment Group April 2014 - Present
Academic Success Center March 2014 - Present
City of Rohnert Park August 2014 - Present
City of Rohnert Park 2010 - Present
Mercury Insurance June 2015 - September 2015
Oregon State: National Fraternity of Kappa Delta Rho, Inc. 2014 - 2014
Skills
Financial Analysis, Leadership, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Lifeguarding, Social Networking, Event Planning
Education
Oregon State University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Analy High School 2007 — 2011
Oregon State Investment Group April 2014 - Present
Academic Success Center March 2014 - Present
City of Rohnert Park August 2014 - Present
City of Rohnert Park 2010 - Present
Mercury Insurance June 2015 - September 2015
Oregon State: National Fraternity of Kappa Delta Rho, Inc. 2014 - 2014
Skills
Financial Analysis, Leadership, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Lifeguarding, Social Networking, Event Planning
Education
Oregon State University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Analy High School 2007 — 2011
Mike Meade's Oregon State Investment Group Experience September 2012 - December 2013
Job President at Sigma Alpha Epsilon Fraternity
Industry Accounting
Experience
PwC June 2015 - Present
Oregon State University September 2011 - Present
Sigma Alpha Epsilon Fraternity January 2014 - January 2015
Cambia Health Solutions June 2014 - September 2014
Sigma Alpha Epsilon Fraternity January 2013 - December 2013
Oregon State Investment Group September 2012 - December 2013
Oregon State University Athletics April 2012 - December 2012
Body Armor Super Drink June 2012 - September 2012
Guayaki Yerba Mate June 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Data Analysis, Public Speaking, Teamwork, Access, Statistics, Time Management, Accounting, Customer Service, Event Planning, Social Media, Data Entry, Leadership, Critical Thinking
Education
Oregon State University 2011 — 2016
Bachelor of Science (B.S.), Accounting and Finance
Oregon State University 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
PwC June 2015 - Present
Oregon State University September 2011 - Present
Sigma Alpha Epsilon Fraternity January 2014 - January 2015
Cambia Health Solutions June 2014 - September 2014
Sigma Alpha Epsilon Fraternity January 2013 - December 2013
Oregon State Investment Group September 2012 - December 2013
Oregon State University Athletics April 2012 - December 2012
Body Armor Super Drink June 2012 - September 2012
Guayaki Yerba Mate June 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Data Analysis, Public Speaking, Teamwork, Access, Statistics, Time Management, Accounting, Customer Service, Event Planning, Social Media, Data Entry, Leadership, Critical Thinking
Education
Oregon State University 2011 — 2016
Bachelor of Science (B.S.), Accounting and Finance
Oregon State University 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Jessica Kiever Jessica Kiever's Oregon State Investment Group Experience October 2014 - Present
Job Chief Marketing Officer at Kappa Alpha Theta, Beta Epsilon Chapter
Industry Marketing and Advertising
Experience
Oregon State Investment Group October 2014 - Present
OSU Beaver Store April 2014 - Present
Kappa Alpha Theta December 2014 - Present
Three-Dimensional Printing and Fabrication Club April 2014 - Present
Marketing Club March 2015 - Present
Kappa Alpha Theta December 2013 - Present
Beav Keys January 2013 - June 2013
Lakeridge Newspacer May 2012 - June 2013
Lake Twin Cinemas January 2012 - June 2013
Lakeridge High School Student Newspaper September 2011 - June 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Sales, Purchasing, Teamwork, Data Entry, Leadership, Creative Strategy, Customer Service, Time Management, Social Media
Education
Oregon State University 2013 — 2017
Marketing and Finance
City University London
Cross Cultural Management and Leadership
Lakeridge High School 2009 — 2013
Oregon State Investment Group October 2014 - Present
OSU Beaver Store April 2014 - Present
Kappa Alpha Theta December 2014 - Present
Three-Dimensional Printing and Fabrication Club April 2014 - Present
Marketing Club March 2015 - Present
Kappa Alpha Theta December 2013 - Present
Beav Keys January 2013 - June 2013
Lakeridge Newspacer May 2012 - June 2013
Lake Twin Cinemas January 2012 - June 2013
Lakeridge High School Student Newspaper September 2011 - June 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Sales, Purchasing, Teamwork, Data Entry, Leadership, Creative Strategy, Customer Service, Time Management, Social Media
Education
Oregon State University 2013 — 2017
Marketing and Finance
City University London
Cross Cultural Management and Leadership
Lakeridge High School 2009 — 2013
Brooke Pollack, CFA's Oregon State Investment Group Experience June 2007 - June 2008
Job Associate at Greenspring Associates
Industry Venture Capital & Private Equity
Experience
Baltimore Chamber Orchestra January 2015 - Present
Greenspring Associates July 2014 - Present
Hamilton Lane July 2012 - June 2014
CTC Consulting October 2008 - December 2011
Oregon State Investment Group June 2007 - June 2008
Riverlake Partners June 2007 - September 2007
Portland Beavers June 2005 - August 2005
Skills
Portfolio Management, Private Equity, Investments, Financial Modeling, Due Diligence, Alternative Investments, Venture Capital, Asset Allocation, Equities, Asset Managment, Equity Research, Finance, Investment Strategies, Valuation, Hedge Funds, Capital IQ
Education
Oregon State University 2006 — 2008
BS, Business (Finance)
University of Puget Sound 2003 — 2005
Business
Baltimore Chamber Orchestra January 2015 - Present
Greenspring Associates July 2014 - Present
Hamilton Lane July 2012 - June 2014
CTC Consulting October 2008 - December 2011
Oregon State Investment Group June 2007 - June 2008
Riverlake Partners June 2007 - September 2007
Portland Beavers June 2005 - August 2005
Skills
Portfolio Management, Private Equity, Investments, Financial Modeling, Due Diligence, Alternative Investments, Venture Capital, Asset Allocation, Equities, Asset Managment, Equity Research, Finance, Investment Strategies, Valuation, Hedge Funds, Capital IQ
Education
Oregon State University 2006 — 2008
BS, Business (Finance)
University of Puget Sound 2003 — 2005
Business
Conrad Bockhop Conrad Bockhop's Oregon State Investment Group Experience May 2012 - June 2013
Job Investment Analyst at Kilroy Realty
Industry Investment Management
Experience
Kilroy Realty Corporation May 2015 - Present
The Townsend Group July 2013 - May 2015
Oregon State Investment Group May 2012 - June 2013
Oregon State Investment Group October 2011 - June 2013
Wade Westhoff and Company, LLC June 2012 - September 2012
Skills
Accounting, Investments, Valuation, Equities, Portfolio Management, Time Management, Financial Analysis, Research, Leadership, Management, Finance, Budgets, Equity Research, Fixed Income
Education
Oregon State University 2008 — 2013
Accounting and Finance
Milpitas High School 2004 — 2008
Kilroy Realty Corporation May 2015 - Present
The Townsend Group July 2013 - May 2015
Oregon State Investment Group May 2012 - June 2013
Oregon State Investment Group October 2011 - June 2013
Wade Westhoff and Company, LLC June 2012 - September 2012
Skills
Accounting, Investments, Valuation, Equities, Portfolio Management, Time Management, Financial Analysis, Research, Leadership, Management, Finance, Budgets, Equity Research, Fixed Income
Education
Oregon State University 2008 — 2013
Accounting and Finance
Milpitas High School 2004 — 2008
Katie Merrill Katie Merrill's Oregon State Investment Group Experience January 2014 - June 2015
Job Business Career Foundation Program (BCFP) at Boeing
Industry Aviation & Aerospace
Experience
Boeing June 2015 - Present
Oregon State University April 2013 - Present
Oregon State Investment Group January 2014 - June 2015
Oregon State Society of Manufacturing Engineers September 2012 - January 2015
Boeing June 2014 - September 2014
Boeing June 2013 - September 2013
Boeing June 2012 - September 2012
Skills
Public Speaking, MS Project, Microsoft Excel, Lean Manufacturing, Microsoft Word, Customer Service, Time Management, Teamwork
Education
Oregon State University 2010 — 2015
Bachelor of Science (B.S.), Industrial Engineering
Oregon State University 2010 — 2015
Bachelor of Science (B.S.), Finance, General
Boeing June 2015 - Present
Oregon State University April 2013 - Present
Oregon State Investment Group January 2014 - June 2015
Oregon State Society of Manufacturing Engineers September 2012 - January 2015
Boeing June 2014 - September 2014
Boeing June 2013 - September 2013
Boeing June 2012 - September 2012
Skills
Public Speaking, MS Project, Microsoft Excel, Lean Manufacturing, Microsoft Word, Customer Service, Time Management, Teamwork
Education
Oregon State University 2010 — 2015
Bachelor of Science (B.S.), Industrial Engineering
Oregon State University 2010 — 2015
Bachelor of Science (B.S.), Finance, General
Aleigha Mattsion Aleigha Mattsion's Oregon State Investment Group Experience October 2014 - March 2015
Job Student at Oregon State University
Industry Marketing and Advertising
Experience
Austin Entrepeneurship Progrm January 2015 - Present
Austin Entrepreneurship Program October 2014 - Present
DAM Chic Magazine June 2014 - Present
Oregon State Investment Group October 2014 - March 2015
AM Imports Fine Jewelry August 2014 - September 2014
Skills
Fashion Design, Spanish, Social Media, Marketing, Marketing Strategy, Social Media Marketing, Social Networking, Leadership, Time Management, Microsoft Office, PowerPoint, Microsoft Excel, Teamwork, Microsoft Word, Management, Capital Budgeting, Entrepreneurship, New Venture Development, Sales
Education
Oregon State University 2013 — 2017
Bachelor of Science (B.S.), International Business
Universidad de Cantabria
Spanish, A
Sprague High School 2009 — 2013
High School
Austin Entrepeneurship Progrm January 2015 - Present
Austin Entrepreneurship Program October 2014 - Present
DAM Chic Magazine June 2014 - Present
Oregon State Investment Group October 2014 - March 2015
AM Imports Fine Jewelry August 2014 - September 2014
Skills
Fashion Design, Spanish, Social Media, Marketing, Marketing Strategy, Social Media Marketing, Social Networking, Leadership, Time Management, Microsoft Office, PowerPoint, Microsoft Excel, Teamwork, Microsoft Word, Management, Capital Budgeting, Entrepreneurship, New Venture Development, Sales
Education
Oregon State University 2013 — 2017
Bachelor of Science (B.S.), International Business
Universidad de Cantabria
Spanish, A
Sprague High School 2009 — 2013
High School
Emily Durr Emily Durr's Oregon State Investment Group Experience October 2012 - March 2014
Job Investment Management Associate, U.S. Bank Private Client Reserve
Industry Financial Services
Experience
U.S. Bank Private Client Reserve June 2014 - Present
Alpha Phi Fraternity September 2011 - Present
Oregon State Investment Group October 2012 - March 2014
Oregon State Investment Group September 2012 - March 2014
Dixon Recreation Center May 2012 - December 2012
ICG Advisors June 2011 - September 2012
Skills
Asset Managment, Analysis, Management, Portfolio Management, Asset Management, Leadership, Valuation, Finance, Equities, Financial Analysis, Data Analysis, Time Management, Investments, Microsoft Excel, Financial Modeling
Education
Oregon State University 2010 — 2013
Bachelor of Science (BS), Finance, General
U.S. Bank Private Client Reserve June 2014 - Present
Alpha Phi Fraternity September 2011 - Present
Oregon State Investment Group October 2012 - March 2014
Oregon State Investment Group September 2012 - March 2014
Dixon Recreation Center May 2012 - December 2012
ICG Advisors June 2011 - September 2012
Skills
Asset Managment, Analysis, Management, Portfolio Management, Asset Management, Leadership, Valuation, Finance, Equities, Financial Analysis, Data Analysis, Time Management, Investments, Microsoft Excel, Financial Modeling
Education
Oregon State University 2010 — 2013
Bachelor of Science (BS), Finance, General
Adam Rosa Adam Rosa's Oregon State Investment Group Experience April 2011 - June 2013
Job Portfolio Management Officer 1 at Bank of America
Industry Banking
Experience
Bank of America April 2014 - Present
Bank of America June 2013 - April 2014
Oregon State Investment Group April 2011 - June 2013
Dean's Student Leadership Circle March 2011 - June 2013
Bank of America Merrill Lynch June 2012 - August 2012
Oregon State Investment Group September 2011 - April 2012
Oregon State Finance Club April 2011 - March 2012
Spectrum Strategic Capital Management June 2011 - September 2011
Oregon State Investment Group September 2010 - April 2011
Oregon State Finance Club September 2009 - February 2011
Skills
Financial Analysis
Education
Oregon State University 2009 — 2013
Bank of America April 2014 - Present
Bank of America June 2013 - April 2014
Oregon State Investment Group April 2011 - June 2013
Dean's Student Leadership Circle March 2011 - June 2013
Bank of America Merrill Lynch June 2012 - August 2012
Oregon State Investment Group September 2011 - April 2012
Oregon State Finance Club April 2011 - March 2012
Spectrum Strategic Capital Management June 2011 - September 2011
Oregon State Investment Group September 2010 - April 2011
Oregon State Finance Club September 2009 - February 2011
Skills
Financial Analysis
Education
Oregon State University 2009 — 2013
Jeff Griggs's Oregon State Investment Group Experience September 2010 - December 2011
Job Portfolio Manager at Spectrum Strategic Capital Management, LLC
Industry Financial Services
Experience
Spectrum Strategic Capital Management, LLC January 2014 - Present
Spectrum Strategic Capital Management, LLC September 2011 - January 2014
Oregon State Investment Group September 2010 - December 2011
Oregon State Investment Group March 2010 - June 2011
Sigma Chapter of Theta Chi Fraternity January 2010 - December 2010
Sigma Chapter of Theta Chi Fraternity January 2009 - December 2009
Education
Oregon State University 2007 — 2011
BS, Finance
Spectrum Strategic Capital Management, LLC January 2014 - Present
Spectrum Strategic Capital Management, LLC September 2011 - January 2014
Oregon State Investment Group September 2010 - December 2011
Oregon State Investment Group March 2010 - June 2011
Sigma Chapter of Theta Chi Fraternity January 2010 - December 2010
Sigma Chapter of Theta Chi Fraternity January 2009 - December 2009
Education
Oregon State University 2007 — 2011
BS, Finance
Jay Levesque Jay Levesque's Oregon State Investment Group Experience September 2007 - June 2011
Job Investment Research
Industry Financial Services
Experience
Filament, LLC July 2015 - Present
JPMorgan Chase July 2011 - May 2015
Oregon State Investment Group September 2007 - June 2011
Alaska Permanent Capital Management August 2010 - September 2010
JPMorgan Chase June 2010 - August 2010
UBS Wealth Management June 2008 - September 2008
Wachovia Securities, LLC September 2006 - November 2006
Skills
Equities, Asset Allocation, Portfolio Management, Social Media, Investments, Strategic Financial..., Mutual Funds, Finance, Strategy, Data Analysis, Alternative Investments, Management, Access, Financial Modeling, Wealth Management, Microsoft Excel
Education
Oregon State University 2007 — 2011
Bachelor of Science, Finance, Mathematical Sciences
University of Alaska Fairbanks
Filament, LLC July 2015 - Present
JPMorgan Chase July 2011 - May 2015
Oregon State Investment Group September 2007 - June 2011
Alaska Permanent Capital Management August 2010 - September 2010
JPMorgan Chase June 2010 - August 2010
UBS Wealth Management June 2008 - September 2008
Wachovia Securities, LLC September 2006 - November 2006
Skills
Equities, Asset Allocation, Portfolio Management, Social Media, Investments, Strategic Financial..., Mutual Funds, Finance, Strategy, Data Analysis, Alternative Investments, Management, Access, Financial Modeling, Wealth Management, Microsoft Excel
Education
Oregon State University 2007 — 2011
Bachelor of Science, Finance, Mathematical Sciences
University of Alaska Fairbanks
Carter Geisbush's Oregon State Investment Group Experience October 2012 - October 2013
Job Corporate and Institutional Banking Intern
Industry Financial Services
Experience
PNC June 2015 - August 2015
Chase September 2014 - February 2015
Wells Fargo Insurance Services June 2014 - August 2014
Close to the Customer Project September 2012 - June 2014
Oregon State Investment Group October 2012 - October 2013
Kruue College Entertainment Label July 2012 - July 2013
Workshops for Youth and Families January 2010 - August 2012
City of Scottsdale February 2011 - April 2011
Skills
Investments, Financial Research, Market Research, Marketing, Social Media Marketing, Computer Program, Microsoft Word, Microsoft Office, Microsoft Excel, Public Speaking, Coaching, Non-profits
Education
Oregon State University 2011 — 2016
Bachelor's Degree, Accounting and Finance, Sophomore
PNC June 2015 - August 2015
Chase September 2014 - February 2015
Wells Fargo Insurance Services June 2014 - August 2014
Close to the Customer Project September 2012 - June 2014
Oregon State Investment Group October 2012 - October 2013
Kruue College Entertainment Label July 2012 - July 2013
Workshops for Youth and Families January 2010 - August 2012
City of Scottsdale February 2011 - April 2011
Skills
Investments, Financial Research, Market Research, Marketing, Social Media Marketing, Computer Program, Microsoft Word, Microsoft Office, Microsoft Excel, Public Speaking, Coaching, Non-profits
Education
Oregon State University 2011 — 2016
Bachelor's Degree, Accounting and Finance, Sophomore
Jennifer (Yidan) Guo Jennifer (Yidan) Guo's Oregon State Investment Group Experience September 2014 - Present
Job CoFounder of Uniongreen International Trade.LLC, Intern at OSU Accelerator, Analyst at OSIG
Industry Accounting
Experience
OEN Angel Oregon February 2015 - Present
Oregon State Investment Group September 2014 - Present
OSU Accelerator 2014 - 2015
Instructor at College of Business, OSU March 2013 - August 2014
Research Assistant at Department of Resource Economics, UMass September 2007 - September 2009
Skills
CPA eligible by May 2015, @Risk, R, SAS Programming, Research, Data Analysis, Statistics, Microsoft Office, Microsoft Excel, Stata, Matlab, SAS, PowerPoint, Public Speaking
Education
Oregon State University 2014 — 2016
Master of Business Administration (M.B.A.), Accounting
Texas A&M University 2009 — 2011
Agricultural Economics
University of Massachusetts, Amherst 2007 — 2009
Master's Degree, Natural Resource Economics
Beijing University of Technology 2002 — 2006
Bachelor's Degree, Economics
OEN Angel Oregon February 2015 - Present
Oregon State Investment Group September 2014 - Present
OSU Accelerator 2014 - 2015
Instructor at College of Business, OSU March 2013 - August 2014
Research Assistant at Department of Resource Economics, UMass September 2007 - September 2009
Skills
CPA eligible by May 2015, @Risk, R, SAS Programming, Research, Data Analysis, Statistics, Microsoft Office, Microsoft Excel, Stata, Matlab, SAS, PowerPoint, Public Speaking
Education
Oregon State University 2014 — 2016
Master of Business Administration (M.B.A.), Accounting
Texas A&M University 2009 — 2011
Agricultural Economics
University of Massachusetts, Amherst 2007 — 2009
Master's Degree, Natural Resource Economics
Beijing University of Technology 2002 — 2006
Bachelor's Degree, Economics
Jordan Heller Jordan Heller's Oregon State Investment Group Experience September 2008 - June 2009
Job Disability Benefits Analyst at The Standard
Industry Financial Services
Experience
The Standard May 2014 - Present
JPMorgan Chase August 2011 - May 2014
Capital Financial Planners, LLC January 2010 - June 2011
Resident Lending Group June 2009 - December 2009
Oregon State Investment Group September 2008 - June 2009
COUNTRY Financial June 2008 - January 2009
Skills
Strategic Financial..., Loans, Analysis, Mortgage Lending, Portfolio Management, Investments, Underwriting, Financial Analysis, Marketing, Banking, Wealth Management, Retirement Planning, Financial Advisory, Mutual Funds, Financial Services, Financial Planning, Customer Service, Offshore Construction
Education
Oregon State University 2005 — 2009
Bachelors in Business Administration – Finance Option
The Standard May 2014 - Present
JPMorgan Chase August 2011 - May 2014
Capital Financial Planners, LLC January 2010 - June 2011
Resident Lending Group June 2009 - December 2009
Oregon State Investment Group September 2008 - June 2009
COUNTRY Financial June 2008 - January 2009
Skills
Strategic Financial..., Loans, Analysis, Mortgage Lending, Portfolio Management, Investments, Underwriting, Financial Analysis, Marketing, Banking, Wealth Management, Retirement Planning, Financial Advisory, Mutual Funds, Financial Services, Financial Planning, Customer Service, Offshore Construction
Education
Oregon State University 2005 — 2009
Bachelors in Business Administration – Finance Option
Brad Alvarez Brad Alvarez's Oregon State Investment Group Experience May 2012 - May 2013
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Oregon State University June 2012 - June 2013
Oregon State University September 2009 - June 2013
Oregon State Investment Group May 2012 - May 2013
Citi June 2012 - August 2012
Associated Students at Oregon State University September 2011 - June 2012
Oregon State University September 2009 - June 2012
Oregon State Investment Group (OSIG) May 2011 - May 2012
Seeking Alpha September 2011 - December 2011
Skills
Portfolio Management, Investments
Education
Oregon State University 2009 — 2014
Bachelor's Degree, Finance, Accounting, and Business Administration, 3.77
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Oregon State University June 2012 - June 2013
Oregon State University September 2009 - June 2013
Oregon State Investment Group May 2012 - May 2013
Citi June 2012 - August 2012
Associated Students at Oregon State University September 2011 - June 2012
Oregon State University September 2009 - June 2012
Oregon State Investment Group (OSIG) May 2011 - May 2012
Seeking Alpha September 2011 - December 2011
Skills
Portfolio Management, Investments
Education
Oregon State University 2009 — 2014
Bachelor's Degree, Finance, Accounting, and Business Administration, 3.77
Brad Christopherson Brad Christopherson's Oregon State Investment Group Experience September 2010 - March 2011
Job Research Associate at Spectrum Strategic Capital Management
Industry Financial Services
Experience
Spectrum Strategic Capital Management April 2014 - Present
ProGrasS July 2012 - Present
D.M.A Solutions, Inc November 2011 - May 2012
Smart Portfolios, LLC May 2011 - August 2011
Oregon State Investment Group September 2010 - March 2011
Skills
Investments, Portfolio Management, Asset Allocation, Management, Finance, Sales, Valuation
Education
Oregon State University 2007 — 2011
BA Finance, Finance, Economics
Oregon State University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Spectrum Strategic Capital Management April 2014 - Present
ProGrasS July 2012 - Present
D.M.A Solutions, Inc November 2011 - May 2012
Smart Portfolios, LLC May 2011 - August 2011
Oregon State Investment Group September 2010 - March 2011
Skills
Investments, Portfolio Management, Asset Allocation, Management, Finance, Sales, Valuation
Education
Oregon State University 2007 — 2011
BA Finance, Finance, Economics
Oregon State University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Mallory Bailey's Oregon State Investment Group Experience March 2011 - October 2012
Job Advanced Staff (Tax) at Berntson Porter & Company, PLLC
Industry Accounting
Experience
Berntson Porter & Company, PLLC July 2014 - Present
TRI Leadership Resources, LLC November 2010 - April 2014
NRUCFC June 2013 - August 2013
Oregon State Investment Group March 2011 - October 2012
Skills
Public Speaking, Event Management, Customer Service, Event Planning, Leadership, Social Media, Non-profits, Microsoft Office, Leadership Development, Fundraising, Social Networking, Research, PowerPoint, Microsoft Word, Nonprofits, Editing, Project Planning, Management, Teaching, Facebook, Time Management, Analysis, Policy, Team Leadership, Public Relations
Education
Oregon State University 2010 — 2014
BS, Accounting, Finance, Political Science
Berntson Porter & Company, PLLC July 2014 - Present
TRI Leadership Resources, LLC November 2010 - April 2014
NRUCFC June 2013 - August 2013
Oregon State Investment Group March 2011 - October 2012
Skills
Public Speaking, Event Management, Customer Service, Event Planning, Leadership, Social Media, Non-profits, Microsoft Office, Leadership Development, Fundraising, Social Networking, Research, PowerPoint, Microsoft Word, Nonprofits, Editing, Project Planning, Management, Teaching, Facebook, Time Management, Analysis, Policy, Team Leadership, Public Relations
Education
Oregon State University 2010 — 2014
BS, Accounting, Finance, Political Science
Matthew McMahen Matthew McMahen's Oregon State Investment Group Experience March 2011 - June 2012
Job International Financial Analyst at Boeing
Industry Aviation & Aerospace
Experience
Boeing September 2014 - Present
Boeing June 2013 - September 2014
Dean's Student Leadership Circle May 2012 - June 2013
Oregon State University - Business Affairs - Financial Analysis and Accounting October 2011 - June 2013
Boeing June 2012 - September 2012
Oregon State Finance Club March 2011 - June 2012
Oregon State Investment Group March 2011 - June 2012
Boys and Girls Club of Corvallis March 2011 - July 2011
Skills
Program Management, Analysis, Organization, Microsoft Office, Nonprofits, Time Management, Marketing, Project Planning, Business Planning, Teamwork, Business Process, Financial Modeling, Forecasting, Recruiting, Finance, Management, Process Improvement, Strategic Financial..., Critical Thinking
Education
Colorado State University-Global Campus 2015 — 2017
Master of Science (M.S.), Finance & International Management
Oregon State University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance
Boeing September 2014 - Present
Boeing June 2013 - September 2014
Dean's Student Leadership Circle May 2012 - June 2013
Oregon State University - Business Affairs - Financial Analysis and Accounting October 2011 - June 2013
Boeing June 2012 - September 2012
Oregon State Finance Club March 2011 - June 2012
Oregon State Investment Group March 2011 - June 2012
Boys and Girls Club of Corvallis March 2011 - July 2011
Skills
Program Management, Analysis, Organization, Microsoft Office, Nonprofits, Time Management, Marketing, Project Planning, Business Planning, Teamwork, Business Process, Financial Modeling, Forecasting, Recruiting, Finance, Management, Process Improvement, Strategic Financial..., Critical Thinking
Education
Colorado State University-Global Campus 2015 — 2017
Master of Science (M.S.), Finance & International Management
Oregon State University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance
Cameron Mountain Cameron Mountain's Oregon State Investment Group Experience April 2015 - Present
Job Financial Analyst Intern at Becker Capital Management
Industry Financial Services
Experience
Becker Capital Management June 2015 - Present
Oregon State Investment Group April 2015 - Present
Grossen Peaches August 2013 - Present
Oregon State Investment Group October 2014 - April 2015
Taco Tees Apparel LLC April 2013 - December 2014
Horton Inc. June 2014 - September 2014
Walla Walla Country Club June 2013 - September 2013
Walla Walla Country Club 2010 - 2012
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Financial Analysis, Financial Reporting, Financial Planning, Microsoft Word, Financial Risk, Customer Service, Leadership, Photoshop, Social Media, PowerPoint, Marketing, Social Media Marketing, Public Speaking, Social Networking, Sales, Event Management, Budgets, Teamwork, Strategic Planning, Event Planning
Education
Oregon State University 2012 — 2016
Bachelor's Degree, Finance, General
Becker Capital Management June 2015 - Present
Oregon State Investment Group April 2015 - Present
Grossen Peaches August 2013 - Present
Oregon State Investment Group October 2014 - April 2015
Taco Tees Apparel LLC April 2013 - December 2014
Horton Inc. June 2014 - September 2014
Walla Walla Country Club June 2013 - September 2013
Walla Walla Country Club 2010 - 2012
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Financial Analysis, Financial Reporting, Financial Planning, Microsoft Word, Financial Risk, Customer Service, Leadership, Photoshop, Social Media, PowerPoint, Marketing, Social Media Marketing, Public Speaking, Social Networking, Sales, Event Management, Budgets, Teamwork, Strategic Planning, Event Planning
Education
Oregon State University 2012 — 2016
Bachelor's Degree, Finance, General
Benjamin Escoe Benjamin Escoe's Oregon State Investment Group Experience March 2011 - September 2011
Job Twin River Produce
Industry Import and Export
Experience
Twin River Produce January 2015 - Present
North American Fruit Company January 2014 - January 2015
Moss Adams LLP September 2012 - January 2014
Oregon State Investment Group March 2011 - September 2011
Hood River Blueberry July 2008 - June 2011
Pinnacle Security Company December 2007 - July 2008
Skills
Accounting, Auditing, Internal Controls, Analysis, Budgets, Corporate Finance, Payroll, Valuation, Finance, Financial Analysis, PowerPoint
Education
Oregon State University 2007 — 2012
Bachelor of science, Accountancy, Finance
Twin River Produce January 2015 - Present
North American Fruit Company January 2014 - January 2015
Moss Adams LLP September 2012 - January 2014
Oregon State Investment Group March 2011 - September 2011
Hood River Blueberry July 2008 - June 2011
Pinnacle Security Company December 2007 - July 2008
Skills
Accounting, Auditing, Internal Controls, Analysis, Budgets, Corporate Finance, Payroll, Valuation, Finance, Financial Analysis, PowerPoint
Education
Oregon State University 2007 — 2012
Bachelor of science, Accountancy, Finance
Lars Nielson's Oregon State Investment Group Experience January 2011 - June 2011
Job Credit Products Analyst at Bank of America
Industry Financial Services
Experience
Bank of America May 2013 - Present
J.P. Morgan May 2012 - May 2013
Wells Fargo October 2011 - February 2012
Oregon State Investment Group January 2011 - June 2011
Oregon State Investment Group September 2009 - September 2010
Allianz Global Investors June 2010 - August 2010
Boeing Commercial Airplanes June 2009 - September 2009
Oregon State Investment Group April 2008 - September 2009
Oregon State University February 2008 - June 2009
US Bank February 2007 - October 2007
Skills
Financial Analysis, Portfolio Management, Investments, Analysis, Valuation, Team Leadership, Financial Services, Finance, Management, Budgets, Banking, Accounting, Fixed Income, Financial Modeling, Leadership
Education
Oregon State University 2007 — 2010
Business, Finance
Chemeketa Community College 2007 — 2007
Bank of America May 2013 - Present
J.P. Morgan May 2012 - May 2013
Wells Fargo October 2011 - February 2012
Oregon State Investment Group January 2011 - June 2011
Oregon State Investment Group September 2009 - September 2010
Allianz Global Investors June 2010 - August 2010
Boeing Commercial Airplanes June 2009 - September 2009
Oregon State Investment Group April 2008 - September 2009
Oregon State University February 2008 - June 2009
US Bank February 2007 - October 2007
Skills
Financial Analysis, Portfolio Management, Investments, Analysis, Valuation, Team Leadership, Financial Services, Finance, Management, Budgets, Banking, Accounting, Fixed Income, Financial Modeling, Leadership
Education
Oregon State University 2007 — 2010
Business, Finance
Chemeketa Community College 2007 — 2007
Brian Dinh's Oregon State Investment Group Experience September 2012 - March 2014
Job Licensed Relationship Manager at KeyBank
Industry Banking
Experience
KeyBank June 2015 - Present
KeyBank July 2014 - June 2015
Oregon State University March 2013 - June 2014
Fluent Grp August 2013 - May 2014
Oregon State Investment Group September 2012 - March 2014
HFF June 2013 - August 2013
BOOMTHO Clothing Co. October 2012 - June 2013
Alpha Kappa Psi September 2012 - June 2013
Nike June 2012 - September 2012
Alpha Kappa Psi March 2011 - March 2012
Skills
Public Speaking, Leadership, Social Media, Sales, Financial Analysis, Forecasting, Budgets, Finance, Microsoft Excel, Strategic Planning, Customer Service, Management, Fundraising, Social Media Marketing
Education
Oregon State University 2010 — 2014
Bachelor's degree, Finance
West Salem High School 2006 — 2010
4.0 GPA
KeyBank June 2015 - Present
KeyBank July 2014 - June 2015
Oregon State University March 2013 - June 2014
Fluent Grp August 2013 - May 2014
Oregon State Investment Group September 2012 - March 2014
HFF June 2013 - August 2013
BOOMTHO Clothing Co. October 2012 - June 2013
Alpha Kappa Psi September 2012 - June 2013
Nike June 2012 - September 2012
Alpha Kappa Psi March 2011 - March 2012
Skills
Public Speaking, Leadership, Social Media, Sales, Financial Analysis, Forecasting, Budgets, Finance, Microsoft Excel, Strategic Planning, Customer Service, Management, Fundraising, Social Media Marketing
Education
Oregon State University 2010 — 2014
Bachelor's degree, Finance
West Salem High School 2006 — 2010
4.0 GPA
Adam Gulledge's Oregon State Investment Group Experience September 2007 - June 2009
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2012 - Present
Phillips and Company Wealth Strategies October 2009 - November 2012
Phillips and Company Wealth Strategies October 2009 - November 2012
Oregon State Investment Group September 2007 - June 2009
Skills
Portfolio Management, Financial Planning, Financial Modeling, Financial Statement..., Investment Strategies, Asset Allocation, Asset Management, Money Management, Finance, Investments, Microsoft Office, Public Speaking
Education
Oregon State University 2005 — 2009
BA, Finance
TD Ameritrade November 2012 - Present
Phillips and Company Wealth Strategies October 2009 - November 2012
Phillips and Company Wealth Strategies October 2009 - November 2012
Oregon State Investment Group September 2007 - June 2009
Skills
Portfolio Management, Financial Planning, Financial Modeling, Financial Statement..., Investment Strategies, Asset Allocation, Asset Management, Money Management, Finance, Investments, Microsoft Office, Public Speaking
Education
Oregon State University 2005 — 2009
BA, Finance
Cory Donahue's Oregon State Investment Group Experience 2009 - 2010
Job Quality Engineer at Alcon, a Novartis company
Industry Biotechnology
Experience
Alcon, a Novartis company November 2014 - Present
Medtronic Diabetes May 2014 - July 2014
Daimler Trucks North America May 2011 - February 2012
Daimler Trucks North America March 2010 - September 2010
Oregon State Investment Group 2009 - 2010
Tektronix June 2009 - September 2009
Boeing March 2008 - September 2008
Skills
Solidworks, Pro Engineer, Matlab, Finite Element Analysis, Catia, Minitab, Engineering, Microsoft Office
Education
University of Southern California 2012 — 2014
Master of Science (MS), Biomedical Engineering
Oregon State University 2005 — 2010
Bachelors, Mechanical Engineering
University of Southern California
Alcon, a Novartis company November 2014 - Present
Medtronic Diabetes May 2014 - July 2014
Daimler Trucks North America May 2011 - February 2012
Daimler Trucks North America March 2010 - September 2010
Oregon State Investment Group 2009 - 2010
Tektronix June 2009 - September 2009
Boeing March 2008 - September 2008
Skills
Solidworks, Pro Engineer, Matlab, Finite Element Analysis, Catia, Minitab, Engineering, Microsoft Office
Education
University of Southern California 2012 — 2014
Master of Science (MS), Biomedical Engineering
Oregon State University 2005 — 2010
Bachelors, Mechanical Engineering
University of Southern California
Nick Spurlock's Oregon State Investment Group Experience September 2010 - July 2011
Job Business Developer/Analyst
Industry Automotive
Experience
Tesla Motors October 2014 - Present
Citrusbyte August 2013 - December 2013
Hedgebrook, Inc. October 2012 - August 2013
Prospera Labs October 2011 - October 2012
Oregon State Investment Group September 2010 - July 2011
Sigma Alpha Epsilon Fraternity April 2009 - March 2010
Skills
Portfolio Management, Accounting, Financial Reporting, Budgets, Financial Modeling, Financial Analysis, Microsoft Excel, Corporate Finance, Investments, PowerPoint, Strategic Planning, Business Strategy, Forecasting, Data Analysis, Mergers, Microsoft Word, Business Planning, Leadership, Time Management, Entrepreneurship, Analysis, Sales, Valuation, Public Speaking, Microsoft Office, Teamwork, Management, Mergers & Acquisitions, Public Companies, Equity Research, Team Building, Financial Statements, Business Development, Market Research, Fundraising, Risk Management, Access, Financial Accounting, Strategy, Strategic Partnerships, Economics, Finance, Executive Management, Strategic Financial..., Securities
Education
Oregon State University 2006 — 2010
Bachelor of Science (BS), Finance
Tesla Motors October 2014 - Present
Citrusbyte August 2013 - December 2013
Hedgebrook, Inc. October 2012 - August 2013
Prospera Labs October 2011 - October 2012
Oregon State Investment Group September 2010 - July 2011
Sigma Alpha Epsilon Fraternity April 2009 - March 2010
Skills
Portfolio Management, Accounting, Financial Reporting, Budgets, Financial Modeling, Financial Analysis, Microsoft Excel, Corporate Finance, Investments, PowerPoint, Strategic Planning, Business Strategy, Forecasting, Data Analysis, Mergers, Microsoft Word, Business Planning, Leadership, Time Management, Entrepreneurship, Analysis, Sales, Valuation, Public Speaking, Microsoft Office, Teamwork, Management, Mergers & Acquisitions, Public Companies, Equity Research, Team Building, Financial Statements, Business Development, Market Research, Fundraising, Risk Management, Access, Financial Accounting, Strategy, Strategic Partnerships, Economics, Finance, Executive Management, Strategic Financial..., Securities
Education
Oregon State University 2006 — 2010
Bachelor of Science (BS), Finance