Arnerich Massena, Inc

Industry: Company

Description

Founded: 1991 Subsidiary: Arnerich Massena, Inc., Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportArnerich Massena, Inc.WebsiteDirections Saved (0) Saved Save Investment service in Portland, Oregon Address: 2045 NE Martin Luther King Jr Blvd, Portland, OR 97212 Hours: Open ⋅ Closes 5PM Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (503) 239-0475: : : Category: Website: : : Place name: : Website: http://www.arnerichmassena.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 10 AM: Usually a little busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Arnerich Massena, Inc. Posting publicly on the Web Write a review Reviews Be the first to review

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Arnerich Massena, Inc Employees

Employee
Years
Job
Industry
Stuart Payment Stuart Payment Portland, Oregon Details
Stuart Payment's Arnerich Massena, Inc Experience June 2013 - Present
Job Advisor at Arnerich Massena, Inc
Industry Financial Services
Experience
Arnerich Massena, Inc   June 2013 - Present
Arnerich Massena, Inc   April 2011 - June 2013
Arnerich Massena, Inc   April 2010 - April 2011
NW Natural  2008 - 2008

Skills
Accounting, Analysis

Education
University of Oregon - Charles H. Lundquist College of Business   2005 — 2009
Bachelor of Science (B.S.), Business Administration, Finance

Tiffany Gniewosz Tiffany Gniewosz United States Details
Tiffany Gniewosz's Arnerich Massena, Inc Experience July 2010 - September 2011
Job Independant Consultant at Scentsy, Inc.
Industry Financial Services
Experience
Scentsy, Inc.   October 2012 - Present
Arnerich Massena, Inc   July 2010 - September 2011
Household International  September 2001 - March 2009

Skills
Typing, Laser Scanning, Data Entry, Financial Reporting, Financial Accounting, Cash Management, Meeting, Outlook, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Team Building, Sales, Training, Team Leadership, Process Improvement, Inventory Management, Account Reconciliation, Spreadsheets, Research, Call Centers, Expenses, Operations Management, Cash Flow, 10 Key, Portfolio Management, Office Management, General Ledger, Time Management, Records Management

Education
Colorado Technical University-Online   2009 — 2012
Associate of Science (A.S.), Business Administration and Management, General, 3.57

Sarah Cleveland Sarah Cleveland Portland, Oregon Details
Sarah Cleveland's Arnerich Massena, Inc Experience January 1994 - March 1999
Job Shift­ing the focus of what is con­sid­ered smart insti­tu­tional invest­ing.
Industry Financial Services
Experience
Sarah Cleveland Consulting   August 2011 - Present
Towers Watson Investment Services, Inc.   January 2009 - April 2011
Rogerscasey, Inc.   September 2002 - December 2008
Wachovia Securities  April 1999 - September 2002
Arnerich Massena, Inc   January 1994 - March 1999
Oregon Public Utility Commission  March 1991 - January 1994
University of the South Pacific  October 1989 - December 1990

Skills
Investments, Investment Strategies, Pensions, Endowments, Due Diligence, Institutional..., Strategy, Investment Management, Investor Relations, Nonprofits, Economics, Hedge Funds, Retirement Planning, Retirement, Portfolio Management, Fixed Income, Alternative Investments, Financial Services, Asset Allocation

Education
RFK Compass Program for Sustainable Investing
Sustainable Investing

University of Massachusetts, Amherst   1984 — 1989
MS, Agricultural & Resource Economics

University of Massachusetts, Amherst   1981 — 1984
BS, Agricultural & Resource Economics

Milton Academy   1965 — 1973
Diploma, General Studies

School Year Abroad, Barcelona, Spain   1971 — 1972
Spanish, Junior in High School

Theresa M. Smith Theresa M. Smith Portland, Oregon Details
Theresa M. Smith's Arnerich Massena, Inc Experience September 2011 - October 2013
Job Accounting
Industry Accounting
Experience
Tarr, LLC  March 2015 - Present
Arnerich Massena, Inc   September 2011 - October 2013
City of Warrenton - Finance Dept.   May 2007 - August 2008
North Coast Heating & Cooling   December 2005 - August 2008
The Evergreen State College  September 2002 - May 2005
Shaman Motel   April 2001 - September 2002
Regency Fairbanks Hotel   February 1999 - August 2000

Skills
Financial Analysis, Accounts Payable, Expense Reporting, Accounts Receivable, Auditing, Bank Reconciliation, Tracking Budget Expenses, Research, Computer Science, Applied Mathematics

Education
The Evergreen State College   2002 — 2005
Bachelor of Arts (B.A.), Accounting & Business

Clatsop Community College   1995 — 1997
Associate of Arts and Sciences (A.A.S.), Accounting

Jamie McCreary CFP® Jamie McCreary CFP® Portland, Oregon Details
Jamie McCreary CFP®'s Arnerich Massena, Inc Experience December 2013 - Present
Job Investment Advisor at Arnerich Massena, Inc
Industry Financial Services
Experience
Arnerich Massena, Inc   December 2013 - Present
Wealth Strategies by Bayliss & McAninch, Inc.   February 2007 - November 2013

Skills
Customer Service, Event Planning, Outlook, Strategic Planning, Microsoft Word, PowerPoint, Microsoft Excel, Budgets, Microsoft Office, Social Media, Data Entry

Education
Southern Oregon University   2001 — 2005
BS, Interdisciplinary Studies

Karl Hausafus Karl Hausafus Portland, Oregon Area Details
Karl Hausafus's Arnerich Massena, Inc Experience November 2010 - Present
Job General Counsel and Chief Compliance Officer at Arnerich Massena, Inc
Industry Financial Services
Experience
Arnerich Massena, Inc   November 2010 - Present
Compass Advisors, LLC  January 2010 - October 2010
Compass Holdings, LLC   January 2010 - October 2010
Compass Holdings, LLC   October 2006 - December 2009
K&L Gates  November 1999 - October 2006

Skills
Securities Regulation, Investment Advisers Act, FCPA, Corporate Governance, FINRA, Broker-Dealer, Securities Offerings, Privacy Law, Investment Company Act, Securities, Litigation Management, Due Diligence, Hedge Funds, SEC, Private Equity, Corporate Law, ERISA, Licensing, Investment Advisory

Education
Lewis & Clark Law School   1996 — 2000
J.D., Taxation; Business

University of Oregon   1988 — 1993
B.S., Marketing, Management

Clint Benson Clint Benson Portland, Oregon Details
Clint Benson's Arnerich Massena, Inc Experience November 2000 - September 2011
Job Director of Business Development
Industry Financial Services
Experience
Highland Capital Advisors   January 2012 - Present
Arnerich Massena, Inc   November 2000 - September 2011
33rd St Properties LLC   2007 - 2008
CBRE  January 1996 - September 2000

Skills
Retirement, 401k, Pensions, Mutual Funds, Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Defined Benefit

Education
Oregon State University
BS, Biology

The Cate School

Dan Block Dan Block Greater Los Angeles Area Details
Dan Block's Arnerich Massena, Inc Experience July 2005 - August 2011
Job Sr. VP, Client Portfolio Manager
Industry Financial Services
Experience
NWQ Investment Management   September 2011 - Present
Arnerich Massena, Inc   July 2005 - August 2011
HighMark Capital Management  2003 - 2005
Banc of America Securities  2001 - 2003

Skills
Alternative Investments, Equities, Mutual Funds, Hedge Funds, Asset Allocation, Investments, Investment Strategies, Fixed Income, Wealth Management, Asset Managment, Portfolio Management, Investment Advisory, Securities, Investment Management, Series 7, Series 63

Education
UCLA Anderson School of Management   1999 — 2001
MBA, Finance

University of Pennsylvania - The Wharton School   1989 — 1993
BS, Economics

Manisha Thakkar Manisha Thakkar Dallas/Fort Worth Area Details
Manisha Thakkar's Arnerich Massena, Inc Experience January 1995 - June 1997
Job Investment Analyst
Industry Investment Management
Experience
IMS Capital Management   June 2010 - Present
Methodist Health System  June 2014 - February 2015
Brown Armstrong Financial Services, Inc.   February 2001 - July 2014
Arnerich Massena, Inc   January 1995 - June 1997
CTC Consulting  January 1992 - December 1993

Skills
Chartered Financial..., Alternative Investments, Hedge Funds, Asset Allocation, Chartered Financial...

Education
The University of Texas at Dallas   1992 — 1993
Master of Science, Finance

Southern Methodist University   1986 — 1989
Bachelor of Science, Economics, Departmental Distinction

Ryan Berning Ryan Berning Portland, Oregon Area Details
Ryan Berning's Arnerich Massena, Inc Experience December 2007 - May 2011
Job Investment Associate at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO  March 2013 - Present
CTC Consulting  June 2011 - February 2013
Arnerich Massena, Inc   December 2007 - May 2011

Skills
Investments, Alternative Investments, Financial Modeling, Equities, Hedge Funds, Mutual Funds, Portfolio Management, Asset Managment, Asset Allocation, Private Equity, Bloomberg, Fixed Income

Education
Oregon State University   2003 — 2007
Business, Finance

Dana Millican Dana Millican Portland, Oregon Details
Dana Millican's Arnerich Massena, Inc Experience 2007 - 2012
Job Senior Sales Assistant at CP Medical / Project Coordinator / Administrative Professional
Industry Research
Experience
CP Medical, Inc.   July 2014 - Present
Arnerich Massena   2012 - 2013
Portland Shakespeare Project   2011 - 2013
Arnerich Massena, Inc   2007 - 2012
Arnerich Massena, Inc   2004 - 2007
City of Wilsonville  2003 - 2004
Louisiana Pacific Corporation  2002 - 2003

Skills
Proofreading, Research, Editing, Creative Writing, Management, Microsoft Office, Public Speaking, Event Planning, Training, Nonprofits, Microsoft Word, Microsoft Excel, Social Networking, Social Media, Customer Service, Project Management, Workshop Facilitation, Coaching, Directing, Improvisation, Strategic Planning, Office Administration, Analysis, Outlook, PowerPoint, Leadership, Event Management, Sage ERP X3

Education
Arizona State University
BA, Theatre

Shelley Cantlon-Rouleau Shelley Cantlon-Rouleau Portland, Oregon Details
Shelley Cantlon-Rouleau's Arnerich Massena, Inc Experience June 2012 - Present
Job Administrative Operations Manager at Arnerich Massena, Inc
Industry Marketing and Advertising
Experience
Arnerich Massena, Inc   June 2012 - Present
Boly:Welch  January 2012 - Present
Washington State School for the Blind  December 2011 - 2012
Lamphere School District  2009 - 2011
Big Communications  June 2001 - December 2006

Skills
Microsoft Office, Non-profits, Research, Microsoft Excel, Event Planning, Social Media, Microsoft Word, PowerPoint, Customer Service, Project Management, Outlook

Education
Eastern Michigan University   2004 — 2006
Teaching Certification/Edorsement, Health and Special Education (Cognitive Impairments)

Wayne State University   2001 — 2003
Bachelor of Arts, Psychology

Chris Steinken Chris Steinken Portland, Oregon Area Details
Chris Steinken's Arnerich Massena, Inc Experience March 2008 - December 2011
Job Graphic Artist
Industry Graphic Design
Experience
Norm Thompson Outfitters  September 2012 - Present
Arnerich Massena, Inc   March 2008 - December 2011
Corvallis Gazette-Times  October 2002 - January 2008

Skills
Graphic Design, Advertising, Web Design, Illustrator, Illustration, Photoshop, InDesign, QuarkXPress, Layout, Logo Design, Adobe Creative Suite, Graphics, Brochures, Flash, Dreamweaver, Typography, Adobe Acrobat, Posters, Logos, Mac, Art Direction, Pre-press, Print Production, Photography, Flyers, Art, Business Cards, Packaging, Digital Illustration, Catalogs, Painting, User Interface Design, Banners, Vector Illustration, Creative Direction, Visual Communication, Drawing, Flash Animation, HTML, Email Marketing, Print Management, Editing, Direct Mail

Education
Ringling School of Art and Design   1988 — 1990
Bachelor of Fine Arts, Illustration

The School of the Art Institute of Chicago   1985 — 1987
Associates, Fine Art and Photography

Ryan Atchley Ryan Atchley Portland, Oregon Area Details
Ryan Atchley's Arnerich Massena, Inc Experience August 2014 - Present
Job Research Analyst at Arnerich Massena, Inc
Industry Financial Services
Experience
Arnerich Massena, Inc   August 2014 - Present
Arnerich Massena   March 2012 - August 2014
Pulse Research  June 2007 - September 2009

Skills
Microsoft Office, Team Building, Microsoft Excel, Social Media Marketing, Customer Service, Social Media, Analysis, Research, Marketing Strategy, Microsoft Visual Studio..., Windows, CSS, Market Research, Business Intelligence, Online Advertising, Project Management, jQuery, MySQL, PowerPoint, Charles Schwab..., Junxure, Bloomberg Terminal, Series 65, Trading

Education
University of Oregon - Charles H. Lundquist College of Business   2007 — 2011
Bacehlor of Science, Business, Finance, Economics

Waseda University   2009 — 2010
International Certificate, Business, Japanese

David J. Reichle David J. Reichle Portland, Oregon Details
David J. Reichle's Arnerich Massena, Inc Experience June 2009 - October 2011
Job CoFounder, Managing Director at Rain Capital Management, LLC
Industry Investment Management
Experience
Rain Capital Management, LLC   November 2011 - Present
Arnerich Massena, Inc   June 2009 - October 2011
Pacific Investment Advisors, LLC   September 1997 - June 2009
Bank of America  January 1990 - June 1997

Education
University of Delaware
BA, Economics

Katie Kurucz Katie Kurucz Portland, Oregon Area Details
Katie Kurucz's Arnerich Massena, Inc Experience July 2007 - November 2011
Job Senior Associate, Investor Relations at Morrison Street Capital, LLC
Industry Financial Services
Experience
Morrison Street Capital  February 2012 - Present
Arnerich Massena, Inc   July 2007 - November 2011
Cypress Wealth Advisors, LLC   August 2004 - July 2007

Skills
Private Equity, Wealth Management, Investor Relations, High Net Worth..., Financial Reporting, Microsoft Word

Education
University of Portland   2008 — 2009
Executive Certificate, Financial Planning

University of California, Davis   1999 — 2004
BA, Mathematics

St. Ignatius College Prep   1995 — 1999

Daniel Horowitz Daniel Horowitz Portland, Oregon Details
Daniel Horowitz's Arnerich Massena, Inc Experience August 2013 - Present
Job Senior Administrative Assistant and Project Administrator at Arnerich Massena, Inc.
Industry Financial Services
Experience
Arnerich Massena, Inc   August 2013 - Present
David Evans and Associates, Inc.   January 2008 - August 2013
Robert Half International  March 2007 - January 2008
PricewaterhouseCoopers LLP  September 2003 - November 2006

Skills
Executive Office..., Executive Support, Invoicing, Project Coordination, Contract Management, Calendars, Scheduling Management, Mediation, Government Contracting, Editing, Proofreading, Business Correspondence, Sales Support Tools, Office Management, Office Administration, Microsoft Office, Client Liaison, Manage Client..., Reports, Customer Service, Organization, Operational Efficiency, Leadership, Event Planning, Management, Project Management, Research, Training, CRM, Microsoft Excel, Administration, Communication, Marketing

Education
Portland Community College   2009 — 2011
Associate of Applied Science, Fitness Technology

McGill University   1994 — 2000
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities

Trey Williams Trey Williams Greater Seattle Area Details
Trey Williams's Arnerich Massena, Inc Experience June 2012 - June 2014
Job Operations Associate at Parametric Portfolio Associates LLC
Industry Financial Services
Experience
Parametric  August 2014 - Present
Arnerich Massena, Inc   June 2012 - June 2014
Arnerich Massena, Inc   July 2011 - June 2012
Wild Waves Theme Park  June 2009 - June 2010

Skills
Mutual Funds, Financial Modeling, Fixed Income, Equities, Hedge Funds, Asset Allocation, Investments, Portfolio Management, Bloomberg, Analysis, Finance, Alternative Investments, Asset Management, Leadership, Microsoft Office, Microsoft Excel

Education
University of Portland   2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General

Ryan Bernstein Ryan Bernstein Portland, Oregon Details
Ryan Bernstein's Arnerich Massena, Inc Experience 2013 - April 2014
Job I make computers go beep and boop
Industry Computer Software
Experience
Scratch-it  May 2015 - Present
Portland State University  June 2014 - August 2014
Arnerich Massena, Inc   2013 - April 2014
Free Geek  June 2011 - August 2011

Skills
Programming, C, Computer Science, C#, .NET, C++, Algorithms, Internet Software, C++/CLI, Visual Studio, Microsoft SQL Server, Linux, Databases, Data Analysis, Microsoft Excel, x86 Assembly, Engineering, Microsoft Office

Education
Portland State University   2013 — 2015
Bachelor of Science (BS), Computer Science

University of Central Florida   2011 — 2013

Grant High School   2007 — 2011

Aliese Jacobsen Aliese Jacobsen Portland, Oregon Details
Aliese Jacobsen's Arnerich Massena, Inc Experience February 2015 - Present
Job Business Development Coordinator at Arnerich Massena, Inc
Industry Investment Management
Experience
Arnerich Massena, Inc   February 2015 - Present
Arnerich Massena, Inc   July 2013 - February 2015
Custom Decorators, Inc.   April 2013 - July 2013
Custom Decorators, Inc.   July 2012 - April 2013
Custom Decorators, Inc.   September 2007 - July 2012
Canary & Associates, Inc.   June 2004 - November 2006

Skills
Marketing, Product Development, Product Management, Project Management, Event Planning, Customer Service, Merchandising, Team Building, Project Planning, Sales Operations, Salesforce.com, Microsoft Office, Product Launch, Interior Design, Sales, Retail, Organizational..., Process Scheduler, Microsoft Excel, Account Management, Customer Satisfaction, Microsoft Word, PowerPoint, Webinars, Furnishings, Sales Management, Visual Merchandising, Web Based Media, Web Based Training, Marketing Strategy, Scheduling, Hands-on Training, GoToMeeting, Training, Social Media Marketing, Events Coordination, RFP Response, RFP Generation, RFP Design

Education
Portland Community College   2005 — 2006
Associates, Business

Yavapai College   2004 — 2005
Associates, Business

Luan Dollens Luan Dollens Portland, Oregon Area Details
Luan Dollens's Arnerich Massena, Inc Experience 2003 - 2006
Job Compliance Officer at M Holdings Securities, Inc.
Industry Financial Services
Experience
M Financial Group  2006 - December 2012
Arnerich Massena, Inc   2003 - 2006
US Bancorp Securities   1999 - 2004

Education
Portland State University - School of Business   1985 — 1989
Bachelor of Science (BS), Finance major, Economics minor

Christine James Christine James Portland, Oregon Area Details
Christine James's Arnerich Massena, Inc Experience January 2011 - October 2011
Job Recruiter at Elemental Technologies
Industry Computer Software
Experience
Elemental Technologies  January 2014 - Present
Elemental Technologies  October 2011 - December 2013
Arnerich Massena, Inc   January 2011 - October 2011

Skills
Video, Streaming Media, Broadcast, Social Media, Technical Recruiting, Strategic Partnerships, Start-ups, Project Management, SaaS, Recruiting, Integration, Mobile Devices, Cloud Computing, CRM

Education
University of Oregon - Charles H. Lundquist College of Business   2007 — 2010
Bachelor of Arts in Business Administration

Oregon Episcopal School

Erik Terrel Erik Terrel Longview, Washington Details
Erik Terrel's Arnerich Massena, Inc Experience April 1997 - September 2013
Job Owner/CTO at NavigateIT
Industry Information Technology and Services
Experience
NavigateIT   September 2013 - Present
Arnerich Massena, Inc   April 1997 - September 2013
Underwriters Laboratories  1995 - 1997
US Senate - Senator Tom Daschle   1993 - 1995
Academia Academy   1991 - 1993

Skills
Strategic Planning, Project Management, Business Strategy, Business Analysis, Coaching, Sales Management, Business Development

Education
University of Oregon   1997 — 1999
MS, Applied Information Systems

Northern Arizona University   1987 — 1991
BS, English

Ryland Moore Ryland Moore Portland, Oregon Details
Ryland Moore's Arnerich Massena, Inc Experience August 2012 - Present
Job Business Development Officer and Wealth Management Investment Advisor at Arnerich Massena, Inc
Industry Investment Management
Experience
Arnerich Massena, Inc   August 2012 - Present
Live Water Properties  June 2009 - Present
First Wind Energy, LLC  April 2010 - July 2012
WestWater Research  March 2006 - April 2010
Freshwater Trust (formerly Oregon Water Trust)   January 2004 - March 2006
McKenzie River Trust   September 2000 - January 2004

Skills
Strategic Planning, Contract Negotiation, Real Estate, Strategy, Investments, Energy, Business Development, Due Diligence, Private Equity, Asset Management, Negotiation, Management, Water Rights, Renewable Energy, Wind, Investment Properties, Project Management, Sustainability, Budgets, Real Estate Transactions, Market Analysis, Natural Resources, Wealth Management...

Education
University of Oregon   1999 — 2001
MCRP, Urban and Regional Planning

Sewanee-The University of the South   1994 — 1998
B.S. Natural Resources

North Cross School

Allison Grebe Lee Allison Grebe Lee Portland, Oregon Area Details
Allison Grebe Lee's Arnerich Massena, Inc Experience April 2014 - March 2015
Job Allen Trust Company
Industry Financial Services
Experience
Arnerich Massena, Inc   April 2014 - March 2015
RVK, Inc.   October 2005 - April 2014
apetito   2001 - 2004
TMP Worldwide  2000 - 2001
McCoy Broadcasting   1996 - 1999

Skills
Marketing Strategy, Brand Development, Strategic Planning, New Business Development, Sales, Strategy, Advertising, Market Research, Leadership, Management, Public Speaking, Product Management, Business Development, Marketing Communications, Marketing

Education
Portland State University - Center for Executive and Professional Education   2013 — 2013
Lean Six Sigma Overview

University of Portland   2006 — 2007
Executive Certificate in Financial Planning

Trinity College, Dublin   1999 — 2000
MBA

University of Portland   1990 — 1993
BA

Lake Oswego High School

Edward Hermanson Edward Hermanson Portland, Oregon Area Details
Edward Hermanson's Arnerich Massena, Inc Experience April 2005 - Present
Job Senior Software Engineer at Arnerich Massena Inc.
Industry Computer Software
Experience
Arnerich Massena, Inc   April 2005 - Present
SafeStuff Software   August 2003 - April 2005
Support Freaks   July 2002 - August 2003

Skills
Microsoft SQL Server, ASP.NET, Visual Studio, .NET, C#, Databases, WCF, HTML, LINQ, JavaScript, TFS, Entity Framework, Software Development, CSS, Web Development, SQL, ASP.NET 4.0, C# 4.0, HTML 5, CSS3, Internet Information..., CRM Integration, ADO.NET, SQL Server Management...

Education
Montana State University-Bozeman   1982 — 1986
Almost Bachelor of Fine Arts, Film and Television Production

Colville High School   1978 — 1982
Degree of High School, High School/Secondary Diplomas and Certificates

Darin Richards Darin Richards Portland, Oregon Area Details
Darin Richards's Arnerich Massena, Inc Experience 2000 - 2003
Job Member of the Board at Lake Oswego Schools Foundation
Industry Investment Management
Experience
Lake Oswego Schools Foundation   June 2014 - Present
AKT Wealth Advisors  June 2004 - Present
Special Olympics Oregon  2007 - Present
Board Member Connect   2014 - January 2014
Arnerich Massena, Inc   2000 - 2003

Skills
Regular guest on CNBC..., Chartered Financial..., Investment Management, Investments, Asset Management, Asset Allocation, Portfolio Management, Equities, Wealth Management, Alternative Investments, Series 7, Equity Research, Financial Modeling, Investment Strategies, Hedge Funds, Private Equity, Mutual Funds, Fixed Income, Investment Advisory, Valuation, Financial Advisory, Securities

Education
University of Oregon - Charles H. Lundquist College of Business   1991 — 1993

University of Oregon - Charles H. Lundquist College of Business   1984 — 1988
Bachelor's degree, Marketing and Finance

Shawn Krist Shawn Krist Bend, Oregon Details
Shawn Krist's Arnerich Massena, Inc Experience November 2007 - January 2012
Job Senior Software Engineer at TeamUnify, LLC
Industry Internet
Experience
TeamUnify, LLC  May 2013 - Present
ShiftWise  February 2013 - May 2013
BPA  August 2012 - February 2013
Arnerich Massena, Inc   November 2007 - January 2012
Intel Corporation  September 2005 - March 2006
Intel Corporation  May 2003 - May 2004
Toolwire  May 2000 - September 2002
Realty Plus   May 1999 - May 2000

Skills
C# 4.0, ASP.NET, T-SQL, HTML, JavaScript, CSS, XML, Visual Studio, Microsoft SQL Server, VSS, Spanish-speaking, Java, Project Management, PVCS, Web Applications, Databases

Education
Sacramento State University   1997 — 1999
Computer Science

Oregon State University   1985 — 1996
Bachelor of Science (B.S.), Psychology

Chris Van Dyke, CFA, CAIA Chris Van Dyke, CFA, CAIA Portland, Oregon Details
Chris Van Dyke, CFA, CAIA's Arnerich Massena, Inc Experience May 2012 - Present
Job Institutional Advisor at Arnerich Massena, Inc
Industry Financial Services
Experience
Arnerich Massena, Inc   May 2012 - Present
Stratford Advisory Group  November 2007 - April 2012
CTC Consulting  2000 - 2007

Skills
Asset Allocation, Equities, Hedge Funds, Asset Managment, Portfolio Management, Investments, Private Equity, Alternative Investments, Valuation, Financial Modeling, Bloomberg, Mutual Funds, Finance, Asset Management

Education
University of Oregon   1996 — 2000
BS, Economics

Al Scherlie, MBA Al Scherlie, MBA Lake Mary, Florida Details
Al Scherlie, MBA's Arnerich Massena, Inc Experience 1992 - 2001
Job Sr. Investment Consultant, The Newport Group
Industry Financial Services
Experience
Buck Global Investment Advisors   2011 - 2012
Aon Corporation  2010 - 2011
Watson Wyatt  2005 - 2010
CRA RogersCasey   2001 - 2005
Arnerich Massena, Inc   1992 - 2001

Skills
Institutional..., Pension Funds, Defined Benefit, Alternative Investments, Investment Strategies, Defined Contribution, Asset Allocation, Investment Management, Hedge Funds, Fund Of Funds, Institutional, Asset Managment, Foundations, Investment Manager, Problem Resolution, Project Management, Portfolio Structure, Complex Negotiations, Traditional &..., Executive Committee, Research and Analysis, Investment Education, Client Management, Key Account Management, Investment Consulting, Strategy Execution, Strategy Formulation, Strategy Implementation, Restructuring Portfolios, Global Research..., Risk Management, Thought Leadership, Leading..., Strategic & Tactical..., Mentoring New Hires, Due Diligence, Pensions, Asset Management, Derivatives, CRM, Retirement Plan..., Strategy, Mutual Funds

Education
University of Denver
MBA, Fiance and Economics

Metropolitan State University of Denver
BS, Fiance and Economics

Paul Vincent Galindo Paul Vincent Galindo Portland, Oregon Area Details
Paul Vincent Galindo's Arnerich Massena, Inc Experience 2004 - 2010
Job Senior Consultant at Hyas Group
Industry Investment Management
Experience
Hyas Group   March 2014 - Present
Arnerich Massena & Associates  July 2006 - March 2014
Arnerich Massena, Inc   2004 - 2010
Thomas Weisel Partners  1998 - 2001

Skills
Series 7, Pensions, Retirement Planning, Investments, Due Diligence, Retirement, 401k, Asset Management, Mutual Funds, Investment Advisory, Financial Planning, Investment Management, Asset Allocation, Hedge Funds, Investment Strategies, Wealth Management, Alternative Investments, Equities, Securities

Education
UC Berkeley   1992 — 1995
Political Science and Government

University of California, Berkeley   1992 — 1995
BA, Political Science and Government

WHS   1984 — 1988

Christine Arnerich Christine Arnerich Portland, Oregon Area Details
Christine Arnerich's Arnerich Massena, Inc Experience November 1991 - Present
Job Executive Administrator I AM Learning Partnership, Executive Leadership Team
Industry Investment Management
Experience
Arnerich Massena, Inc   November 1991 - Present
In Good Taste Cooking School   June 1994 - May 2012

Skills
Leadership, Business Development, Strategic Planning, Marketing Strategy, Public Speaking, Equities, Marketing, Investments, Asset Management, Sales, Event Management

Education
University of Minnesota-Twin Cities

Graham Dugoni Graham Dugoni San Francisco, California Details
Graham Dugoni's Arnerich Massena, Inc Experience December 2009 - July 2010
Job Founder at Yondr
Industry Consumer Services
Experience
Yondr   2014 - Present
Pocket Change  July 2013 - 2014
Harbert Management Corporation  February 2012 - July 2013
Charleston Battery  2011 - 2012
Mjondalen IF   2010 - 2011
Arnerich Massena, Inc   December 2009 - July 2010

Skills
Hedge Funds, Alternative Investments, Asset Management, Private Equity, Due Diligence, Equities, Investments, Capital Markets, Leadership, Sales, New Client Prospecting, Entrepreneurship, Business Development

Education
Duke University   2005 — 2009
Bachelor of Arts (BA), Political Science

Julie Florence Julie Florence Portland, Oregon Details
Julie Florence's Arnerich Massena, Inc Experience October 2011 - Present
Job Senior Portfolio Administrator at Arnerich Massena, Inc
Industry Financial Services
Experience
Arnerich Massena, Inc   October 2011 - Present
Ameriprise Financial Services, Inc.   September 1994 - June 2011

Skills
Equities, Mutual Funds, Fixed Income, Alternative Investments

Education
St. Olaf College
Bachelor of Arts (BA), Mathematics

University of Minnesota-Twin Cities
Master of Science (MS), Civil Engineering

Washington University in St. Louis
Bachelor of Science (BS), Civil Engineering

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