Davis Selected Advisors
Industry: Company
DescriptionDavis Selected Advisers is an independent, employee-owned investment management firm founded in 1969 that specializes in equities. Headquarters: Tucson, AZ Founded: 1969 Subsidiaries: Davis Distributors LLC, Davis Selected Advisers - NY, Inc.
Davis Selected Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Davis Selected Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Davis Selected Advisors Employees
Employee
Years
Job
Industry
Clare Hart-Slattery Clare Hart-Slattery's Davis Selected Advisors Experience October 2013 - January 2014
Job Marketing and Events Coordinator
Industry Events Services
Experience
Mills College January 2015 - Present
Mills College February 2014 - December 2014
Mills College May 2014 - August 2014
Mills College January 2014 - May 2014
Davis Selected Advisors October 2013 - January 2014
Skills
Event Planning, Marketing Strategy, Photoshop, Social Media, Marketing, InDesign, Advertising, Social Media Marketing, Illustrator, Microsoft Office, Research, Contemporary Art, Public Art, Art, Museums, Art Exhibitions, Web Design, Graphic Design, HTML, Photography, CSS, Cataloging, Editing, Fundraising, Administrative Work, PowerPoint, Public Speaking
Education
Mills College 2014 — 2014
Graduate Studies, Marketing, Business, and Technology
Denison University 2008 — 2012
Bachelor of Arts (BA), Art History, Studio Art
Gerrit Rietveld Academie Amsterdam 2011 — 2011
Dutch Contemporary Art Trends
Universiteit van Amsterdam 2011 — 2011
Counter Culture and Modern Art Movements
Atelier Marchutz Aix-en-Provence 2010 — 2010
The French Impressionists
Mills College January 2015 - Present
Mills College February 2014 - December 2014
Mills College May 2014 - August 2014
Mills College January 2014 - May 2014
Davis Selected Advisors October 2013 - January 2014
Skills
Event Planning, Marketing Strategy, Photoshop, Social Media, Marketing, InDesign, Advertising, Social Media Marketing, Illustrator, Microsoft Office, Research, Contemporary Art, Public Art, Art, Museums, Art Exhibitions, Web Design, Graphic Design, HTML, Photography, CSS, Cataloging, Editing, Fundraising, Administrative Work, PowerPoint, Public Speaking
Education
Mills College 2014 — 2014
Graduate Studies, Marketing, Business, and Technology
Denison University 2008 — 2012
Bachelor of Arts (BA), Art History, Studio Art
Gerrit Rietveld Academie Amsterdam 2011 — 2011
Dutch Contemporary Art Trends
Universiteit van Amsterdam 2011 — 2011
Counter Culture and Modern Art Movements
Atelier Marchutz Aix-en-Provence 2010 — 2010
The French Impressionists
Sheilenna Hopkins Sheilenna Hopkins's Davis Selected Advisors Experience 1997 - 1998
Job Sales/Marketing/Public Relations
Industry Real Estate
Experience
International Association of Certified Home Inspectors (InterNACHI) January 2014 - Present
A Better Feeling Thought June 2013 - Present
Tri-County Certified Inspections, Inc. April 2010 - Present
F. Korbel Brothers, Inc. April 2007 - December 2009
Santa Barbara Alpha Strategies 2005 - 2006
Raytheon Electronic Warfare 2004 - 2005
Internet Learning Group 1998 - 2001
Davis Selected Advisors 1997 - 1998
Advacare 1993 - 1997
Medical Care International, Inc. 1989 - 1993
Skills
Time Management, Goal Setting, Client Service Oriented..., Wordperfect, Goldmine, Adobe Acrobat, Lotus Notes, Lotus 123, Blackberry applications, QuickBooks, Quicken, Real Estate, Customer Service, Customer Retention, Executive Support, Employee Benefits, Startup Development, Brand Development, Governance, Invoicing, 10 Key, Lead Generation, Microsoft Office, Market Research, Start-ups, First Time Home Buyers, Investment Properties, Relocation, Single Family Homes, Sellers, Short Sales, Condos
Education
Kilgore College 1981 — 1983
Associate of Applied Arts Degree, Business/Corporate Communications
International Association of Certified Home Inspectors (InterNACHI) January 2014 - Present
A Better Feeling Thought June 2013 - Present
Tri-County Certified Inspections, Inc. April 2010 - Present
F. Korbel Brothers, Inc. April 2007 - December 2009
Santa Barbara Alpha Strategies 2005 - 2006
Raytheon Electronic Warfare 2004 - 2005
Internet Learning Group 1998 - 2001
Davis Selected Advisors 1997 - 1998
Advacare 1993 - 1997
Medical Care International, Inc. 1989 - 1993
Skills
Time Management, Goal Setting, Client Service Oriented..., Wordperfect, Goldmine, Adobe Acrobat, Lotus Notes, Lotus 123, Blackberry applications, QuickBooks, Quicken, Real Estate, Customer Service, Customer Retention, Executive Support, Employee Benefits, Startup Development, Brand Development, Governance, Invoicing, 10 Key, Lead Generation, Microsoft Office, Market Research, Start-ups, First Time Home Buyers, Investment Properties, Relocation, Single Family Homes, Sellers, Short Sales, Condos
Education
Kilgore College 1981 — 1983
Associate of Applied Arts Degree, Business/Corporate Communications
Brian Fabel's Davis Selected Advisors Experience June 2004 - October 2004
Job Executive Director at Lander Chamber of Commerce
Industry Marketing and Advertising
Experience
Lander Chamber of Commerce April 2014 - Present
National Outdoor Leadership School (NOLS) May 2009 - Present
National Outdoor Leadership School (NOLS) Rocky Mountain February 2013 - April 2014
Wind and Rattlesnakes: the Birth of a Western Climbing Town October 2012 - November 2013
International Climbers' Festival November 2011 - August 2013
National Outdoor Leadership School (NOLS) Professional Training August 2007 - February 2013
National Outdoor Leadership School (NOLS) Professional Training August 2006 - August 2007
REI November 2005 - May 2006
British Universities of North American Club (BUNAC) August 2004 - August 2005
Davis Selected Advisors June 2004 - October 2004
Skills
Video Production, Rock Climbing, Grant Writing, Event Planning, Backpacking, Experiential Education, Photography, Public Speaking, Program Development, Outdoor Education, Leadership, Social Media, Hiking, Nonprofits, Fundraising, Leadership Development, Event Management, Ski, Organizational..., Volunteer Management, Social Media Marketing, Environmental Education, Community Outreach, Outdoor Recreation, Marketing, Strategy, Outdoors, Workshop Facilitation
Education
University of Colorado Denver 2013 — 2014
Graduate Certificate in Nonprofit Organziations
NOLS Instructor Course 2008 — 2008
Outdoor Education
Wilderness Medicine Institute of NOLS 2007 — 2007
WFR, Wilderness First Responder
University of Arizona 2000 — 2004
B.A., Communication
U.S. Chamber of Commerce Institute for Organization Management
Lander Chamber of Commerce April 2014 - Present
National Outdoor Leadership School (NOLS) May 2009 - Present
National Outdoor Leadership School (NOLS) Rocky Mountain February 2013 - April 2014
Wind and Rattlesnakes: the Birth of a Western Climbing Town October 2012 - November 2013
International Climbers' Festival November 2011 - August 2013
National Outdoor Leadership School (NOLS) Professional Training August 2007 - February 2013
National Outdoor Leadership School (NOLS) Professional Training August 2006 - August 2007
REI November 2005 - May 2006
British Universities of North American Club (BUNAC) August 2004 - August 2005
Davis Selected Advisors June 2004 - October 2004
Skills
Video Production, Rock Climbing, Grant Writing, Event Planning, Backpacking, Experiential Education, Photography, Public Speaking, Program Development, Outdoor Education, Leadership, Social Media, Hiking, Nonprofits, Fundraising, Leadership Development, Event Management, Ski, Organizational..., Volunteer Management, Social Media Marketing, Environmental Education, Community Outreach, Outdoor Recreation, Marketing, Strategy, Outdoors, Workshop Facilitation
Education
University of Colorado Denver 2013 — 2014
Graduate Certificate in Nonprofit Organziations
NOLS Instructor Course 2008 — 2008
Outdoor Education
Wilderness Medicine Institute of NOLS 2007 — 2007
WFR, Wilderness First Responder
University of Arizona 2000 — 2004
B.A., Communication
U.S. Chamber of Commerce Institute for Organization Management
Christopher Morgan, CPA Christopher Morgan, CPA's Davis Selected Advisors Experience May 2001 - December 2006
Job Accounting Manager at Casino Del Sol
Industry Gambling & Casinos
Experience
Casino Del Sol May 2014 - Present
Variant Commercial Real Estate April 2013 - March 2014
R&A CPAs December 2006 - April 2013
Davis Selected Advisors May 2001 - December 2006
Skills
Microsoft Office, CCH ProSystem fx, Auditing, Business Valuation, Risk Assessment, Assurance, Financial Reporting, Financial Accounting, Financial Statements, Accounting, Internal Controls, Tax, CPA, Account Reconciliation, US GAAP, GAAP, Variance Analysis, Financial Analysis, General Ledger
Education
University of Arizona 2009 — 2010
Master's degree, Accounting
University of Arizona 1997 — 2001
Bachelor's degree, Finance, General
New York Mills 1992 — 1997
High School
Casino Del Sol May 2014 - Present
Variant Commercial Real Estate April 2013 - March 2014
R&A CPAs December 2006 - April 2013
Davis Selected Advisors May 2001 - December 2006
Skills
Microsoft Office, CCH ProSystem fx, Auditing, Business Valuation, Risk Assessment, Assurance, Financial Reporting, Financial Accounting, Financial Statements, Accounting, Internal Controls, Tax, CPA, Account Reconciliation, US GAAP, GAAP, Variance Analysis, Financial Analysis, General Ledger
Education
University of Arizona 2009 — 2010
Master's degree, Accounting
University of Arizona 1997 — 2001
Bachelor's degree, Finance, General
New York Mills 1992 — 1997
High School
Jason Orabuena Jason Orabuena's Davis Selected Advisors Experience July 2009 - August 2011
Job Product Offer Management Analyst at Beachbody, LLC
Industry Health, Wellness and Fitness
Experience
Beachbody November 2014 - Present
Nuveen Investments September 2011 - November 2014
Davis Selected Advisors July 2009 - August 2011
Davis Selected Advisors January 2007 - July 2009
Fastenal January 2005 - January 2007
Skills
Sales, Financial Services, Securities, Analysis, Investments, Bloomberg, Equities, Asset Management, Accounting, Asset Allocation, Fixed Income, Capital Markets, Finance, Financial Reporting, Cash Flow Forecasting, Microsoft Excel, Mutual Funds, Forecasting, Account Reconciliation, Financial Analysis, Portfolio Management, Data Analysis, Process Improvement, Customer Service, Leadership, Microsoft Office, Public Speaking
Education
USC Marshall School of Business 2013 — 2016
MBA Candidate, Data Science and Operations
University of Arizona, Eller College of Management 2003 — 2006
Business Administration, Economics and Marketing
Beachbody November 2014 - Present
Nuveen Investments September 2011 - November 2014
Davis Selected Advisors July 2009 - August 2011
Davis Selected Advisors January 2007 - July 2009
Fastenal January 2005 - January 2007
Skills
Sales, Financial Services, Securities, Analysis, Investments, Bloomberg, Equities, Asset Management, Accounting, Asset Allocation, Fixed Income, Capital Markets, Finance, Financial Reporting, Cash Flow Forecasting, Microsoft Excel, Mutual Funds, Forecasting, Account Reconciliation, Financial Analysis, Portfolio Management, Data Analysis, Process Improvement, Customer Service, Leadership, Microsoft Office, Public Speaking
Education
USC Marshall School of Business 2013 — 2016
MBA Candidate, Data Science and Operations
University of Arizona, Eller College of Management 2003 — 2006
Business Administration, Economics and Marketing
Marianna Wu Marianna Wu's Davis Selected Advisors Experience November 1997 - February 1999
Job MBA Student, St. Mary's College of California
Industry Marketing and Advertising
Experience
All Aviation Gear June 2000 - February 2002
U.S. Bank February 1999 - June 2000
Davis Selected Advisors November 1997 - February 1999
SunAmerica, Inc. / Resources Trust Company June 1996 - November 1997
Excitech Computers Limited July 1995 - June 1996
Dean Witter Reynolds January 1995 - July 1995
Skills
Marketing, International Marketing, International Business, Product Development, Marketing Strategy, Office Management, Relation Management, Relationship-building..., Sales, Microsoft Excel, Microsoft Office, Website Development, Finance, Investments, Series 6, Series 63
Education
Saint Mary's College of California 2014 — 2016
Master of Business Administration (M.B.A.), Marketing
University of Colorado at Boulder 1990 — 1995
Bachelor of Science in Business Administration, International Business and Marketing
All Aviation Gear June 2000 - February 2002
U.S. Bank February 1999 - June 2000
Davis Selected Advisors November 1997 - February 1999
SunAmerica, Inc. / Resources Trust Company June 1996 - November 1997
Excitech Computers Limited July 1995 - June 1996
Dean Witter Reynolds January 1995 - July 1995
Skills
Marketing, International Marketing, International Business, Product Development, Marketing Strategy, Office Management, Relation Management, Relationship-building..., Sales, Microsoft Excel, Microsoft Office, Website Development, Finance, Investments, Series 6, Series 63
Education
Saint Mary's College of California 2014 — 2016
Master of Business Administration (M.B.A.), Marketing
University of Colorado at Boulder 1990 — 1995
Bachelor of Science in Business Administration, International Business and Marketing
Paul Andruczk Paul Andruczk's Davis Selected Advisors Experience March 1998 - July 1998
Job Director, Contact Center Workforce Management at First Data Corporation
Industry Financial Services
Experience
First Data Corporation March 2000 - Present
First Data Corporation August 1998 - February 2000
Davis Selected Advisors March 1998 - July 1998
First Data Corporation August 1996 - February 1998
Skills
Call Centers, Management, CRM, Executive Management, Call Center, Telecommunications, New Business Development, Coaching, Contact Centers, Capacity Planning, Vendor Management, Leadership, Customer Experience, Workforce Management, Budgets
Education
Penn State University 2007 — 2008
Pursued, Business Administration
Phoenix East Aviation 2000 — 2001
Pilot's License, Aviation
Pima Community College 1994 — 1997
Transfer Program, Business Administration
First Data Corporation March 2000 - Present
First Data Corporation August 1998 - February 2000
Davis Selected Advisors March 1998 - July 1998
First Data Corporation August 1996 - February 1998
Skills
Call Centers, Management, CRM, Executive Management, Call Center, Telecommunications, New Business Development, Coaching, Contact Centers, Capacity Planning, Vendor Management, Leadership, Customer Experience, Workforce Management, Budgets
Education
Penn State University 2007 — 2008
Pursued, Business Administration
Phoenix East Aviation 2000 — 2001
Pilot's License, Aviation
Pima Community College 1994 — 1997
Transfer Program, Business Administration
Aurie Clifford Aurie Clifford's Davis Selected Advisors Experience August 2006 - November 2006
Job
Industry Education Management
Experience
Pima Community College April 2014 - Present
Pima Community College March 2009 - April 2014
Pima Community College October 2007 - March 2009
Pima Medical Institute November 2006 - October 2007
Davis Selected Advisors August 2006 - November 2006
University of Phoenix September 2004 - August 2006
The Paradies Shops May 2002 - August 2004
Skills
Student Affairs, Staff Development, Student Financial Aid, Higher Education, Adult Education, Leadership Development, Resume Writing, Process Improvement, Management, Leadership, Customer Service, Public Speaking, Training, Organizational..., Admissions, Career Development, Employee Relations, Campus, Student Recruiting, Microsoft Office, Team Building, Distance Learning, Interviews, Policy, Coaching, Conflict Resolution, Performance Management, Strategic Planning, Mentoring, Hiring, Problem Solving, Interviewing, Compliance, Student Services
Education
Northern Arizona University 2010 — 2013
Master of Education
University of Phoenix 2004 — 2006
Bachelor of Science
Eastern Arizona Community College 2001 — 2002
AA Business Management
Phoenix College 1998 — 2000
AAS Legal Assisting
Rincon High School 1990 — 1994
Diploma
Pima Community College April 2014 - Present
Pima Community College March 2009 - April 2014
Pima Community College October 2007 - March 2009
Pima Medical Institute November 2006 - October 2007
Davis Selected Advisors August 2006 - November 2006
University of Phoenix September 2004 - August 2006
The Paradies Shops May 2002 - August 2004
Skills
Student Affairs, Staff Development, Student Financial Aid, Higher Education, Adult Education, Leadership Development, Resume Writing, Process Improvement, Management, Leadership, Customer Service, Public Speaking, Training, Organizational..., Admissions, Career Development, Employee Relations, Campus, Student Recruiting, Microsoft Office, Team Building, Distance Learning, Interviews, Policy, Coaching, Conflict Resolution, Performance Management, Strategic Planning, Mentoring, Hiring, Problem Solving, Interviewing, Compliance, Student Services
Education
Northern Arizona University 2010 — 2013
Master of Education
University of Phoenix 2004 — 2006
Bachelor of Science
Eastern Arizona Community College 2001 — 2002
AA Business Management
Phoenix College 1998 — 2000
AAS Legal Assisting
Rincon High School 1990 — 1994
Diploma
Lillie Roman Lillie Roman's Davis Selected Advisors Experience March 2005 - June 2007
Job Education Executive available for hire
Industry Education Management
Experience
eLearning, Inc. - The eLearning Network June 2014 - Present
Arizona Private School Association February 2014 - Present
Delta Career Education Corporation August 2011 - May 2014
Delta Career Education Corporation November 2010 - November 2012
Delta Career Education Corporation February 2009 - January 2011
Delta Career Education Corporation June 2007 - February 2009
eLearning, Inc. - The eLearning Network April 2006 - 2009
Davis Selected Advisors March 2005 - June 2007
Delta Career Education Corporation October 1999 - March 2005
ORC International December 1994 - May 1999
Skills
Staff Development, Leadership, Interviews, Resume Writing, Training, Career Counseling, Recruiting, Management, Team Building, Leadership Development, Higher Education, Campus, Adult Education, CampusVue, Admissions, Enrollment Management, Department Budgeting, Human Resources, E-Learning, Academic Administration, Distance Learning, Time Management, Educational Leadership, Creative Direction, Cross Functional Team..., Student Financial Aid, Teaching, Student Affairs, Student Recruiting, Collaboration, Problem Solving, Instructional Design, Community Outreach, Call Center..., Articulate Storyline, Captivate, Adobe Captivate, Project Management
Education
University of Phoenix 2003 — 2006
Bachelors of Science in Business Management, Business Management and Human Resources
eLearning, Inc. - The eLearning Network June 2014 - Present
Arizona Private School Association February 2014 - Present
Delta Career Education Corporation August 2011 - May 2014
Delta Career Education Corporation November 2010 - November 2012
Delta Career Education Corporation February 2009 - January 2011
Delta Career Education Corporation June 2007 - February 2009
eLearning, Inc. - The eLearning Network April 2006 - 2009
Davis Selected Advisors March 2005 - June 2007
Delta Career Education Corporation October 1999 - March 2005
ORC International December 1994 - May 1999
Skills
Staff Development, Leadership, Interviews, Resume Writing, Training, Career Counseling, Recruiting, Management, Team Building, Leadership Development, Higher Education, Campus, Adult Education, CampusVue, Admissions, Enrollment Management, Department Budgeting, Human Resources, E-Learning, Academic Administration, Distance Learning, Time Management, Educational Leadership, Creative Direction, Cross Functional Team..., Student Financial Aid, Teaching, Student Affairs, Student Recruiting, Collaboration, Problem Solving, Instructional Design, Community Outreach, Call Center..., Articulate Storyline, Captivate, Adobe Captivate, Project Management
Education
University of Phoenix 2003 — 2006
Bachelors of Science in Business Management, Business Management and Human Resources
Heidi Curry Heidi Curry's Davis Selected Advisors Experience July 2001 - December 2009
Job IT Manager at Hematology Oncology Associates, P.C.
Industry Medical Practice
Experience
Hematology Oncology Associates, P.C. January 2010 - Present
Davis Selected Advisors July 2001 - December 2009
BioReason December 2000 - July 2001
Skills
Active Directory, System Administration, IT Operations, Citrix, VMware ESX, IT Management, Microsoft Exchange, VMware Infrastructure, Windows Server, Mosaiq, Group Policy, HIPAA, IT Security Assessments, IT Security Operations, Policy Writing
Education
New Mexico Institute of Mining and Technology
University of Utah
Hematology Oncology Associates, P.C. January 2010 - Present
Davis Selected Advisors July 2001 - December 2009
BioReason December 2000 - July 2001
Skills
Active Directory, System Administration, IT Operations, Citrix, VMware ESX, IT Management, Microsoft Exchange, VMware Infrastructure, Windows Server, Mosaiq, Group Policy, HIPAA, IT Security Assessments, IT Security Operations, Policy Writing
Education
New Mexico Institute of Mining and Technology
University of Utah
Carrie Kennington Carrie Kennington's Davis Selected Advisors Experience December 2005 - Present
Job Fund Reporting Liaison at Davis Selected Advisors
Industry Financial Services
Experience
Davis Selected Advisors December 2005 - Present
Smith Barney January 2000 - December 2004
Smith Barney May 1992 - December 1999
Newberry Opera Company 1998 - 1999
Heritage Chamber Singers 1996 - 1998
Greater Anderson Music Consortium 1993 - 1998
Skills
Investments, Financial Analysis, Risk Management, Banking, Financial Services, Investment Advisory, Cash Management, Orchestral Music, Singing, Concerts, Piano, Choral, Customer Service, Public Relations, Public Speaking, Microsoft Excel, Event Planning, Leadership, Microsoft Office, Social Media, Strategic Planning, Nonprofits
Education
Bob Jones University
Davis Selected Advisors December 2005 - Present
Smith Barney January 2000 - December 2004
Smith Barney May 1992 - December 1999
Newberry Opera Company 1998 - 1999
Heritage Chamber Singers 1996 - 1998
Greater Anderson Music Consortium 1993 - 1998
Skills
Investments, Financial Analysis, Risk Management, Banking, Financial Services, Investment Advisory, Cash Management, Orchestral Music, Singing, Concerts, Piano, Choral, Customer Service, Public Relations, Public Speaking, Microsoft Excel, Event Planning, Leadership, Microsoft Office, Social Media, Strategic Planning, Nonprofits
Education
Bob Jones University
Jeffrey Deaner Jeffrey Deaner's Davis Selected Advisors Experience April 1999 - February 2008
Job Vice President at Anchor Capital Advisors
Industry Financial Services
Experience
Anchor Capital Advisors January 2010 - Present
American Century Investments February 2008 - November 2008
Davis Selected Advisors April 1999 - February 2008
Skills
Business Development, Asset Allocation, Series 7, Mutual Funds, Series 63, Wealth Management, Separately Managed..., Asset Managment, Alternative Investments, Investments, Investment Advisory, Portfolio Management, Investment Strategies, Fixed Income, Series 65, Equities
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA, Finance
University of Minnesota-Twin Cities 1981 — 1986
BA, Economics
Anchor Capital Advisors January 2010 - Present
American Century Investments February 2008 - November 2008
Davis Selected Advisors April 1999 - February 2008
Skills
Business Development, Asset Allocation, Series 7, Mutual Funds, Series 63, Wealth Management, Separately Managed..., Asset Managment, Alternative Investments, Investments, Investment Advisory, Portfolio Management, Investment Strategies, Fixed Income, Series 65, Equities
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA, Finance
University of Minnesota-Twin Cities 1981 — 1986
BA, Economics
Nivan Jaleeli, CIMA®'s Davis Selected Advisors Experience 1998 - 1998
Job Vice President iShares Investment Management Consultant at BlackRock
Industry Investment Management
Experience
BlackRock April 2014 - Present
Prudential Investments February 2009 - April 2014
AllianceBernstein December 2007 - November 2008
OppenheimerFunds February 2003 - December 2007
AXA Enterprise January 1999 - February 2003
Davis Selected Advisors 1998 - 1998
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1996
BS, Accounting
BlackRock April 2014 - Present
Prudential Investments February 2009 - April 2014
AllianceBernstein December 2007 - November 2008
OppenheimerFunds February 2003 - December 2007
AXA Enterprise January 1999 - February 2003
Davis Selected Advisors 1998 - 1998
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1996
BS, Accounting
Frank Kunik III's Davis Selected Advisors Experience January 2006 - March 2013
Job Fixed Income Trader at DSA
Industry Financial Services
Experience
Davis Selected Advisors January 2006 - March 2013
Skills
Mutual Funds, Asset Allocation, Fixed Income, Securities, Asset Management, Portfolio Management, Trading, Investment Management
Education
University of Michigan 1992 — 1996
Davis Selected Advisors January 2006 - March 2013
Skills
Mutual Funds, Asset Allocation, Fixed Income, Securities, Asset Management, Portfolio Management, Trading, Investment Management
Education
University of Michigan 1992 — 1996
Brian L. Brooks's Davis Selected Advisors Experience 1996 - 1996
Job Experienced Investment Trader/Teacher
Industry Capital Markets
Experience
University of New Mexico April 2012 - July 2013
CC Trading 2009 - 2009
EXPO NM September 2005 - December 2006
New Mexico Finance Authority April 1997 - September 2005
Davis Selected Advisors 1996 - 1996
Kase and Company May 1995 - November 1995
A.G. Edwards August 1994 - May 1995
Skills
Portfolio Management, Valuation, Risk Management, Management, Leadership, Investments, Fixed Income, Program Management, Financial Analysis, Finance, Analysis, Equities, Nonprofits, Public Speaking, Research, Strategy, Executive Management, Microsoft Office, Project Management, Accounting, Business Strategy, Fundraising
Education
New Mexico Highlands University 2010 — 2013
Master of Business Administration (MBA), Finance (Derivatives)
New Mexico Institute of Mining and Technology 1991 — 1994
BS, Business Administration with Honors
University of New Mexico April 2012 - July 2013
CC Trading 2009 - 2009
EXPO NM September 2005 - December 2006
New Mexico Finance Authority April 1997 - September 2005
Davis Selected Advisors 1996 - 1996
Kase and Company May 1995 - November 1995
A.G. Edwards August 1994 - May 1995
Skills
Portfolio Management, Valuation, Risk Management, Management, Leadership, Investments, Fixed Income, Program Management, Financial Analysis, Finance, Analysis, Equities, Nonprofits, Public Speaking, Research, Strategy, Executive Management, Microsoft Office, Project Management, Accounting, Business Strategy, Fundraising
Education
New Mexico Highlands University 2010 — 2013
Master of Business Administration (MBA), Finance (Derivatives)
New Mexico Institute of Mining and Technology 1991 — 1994
BS, Business Administration with Honors
Luisa Ledford's Davis Selected Advisors Experience February 2006 - December 2007
Job Marketing Professional
Industry Marketing and Advertising
Experience
Supreme Lending August 2015 - Present
CrossCountry Mortgage, Inc. August 2014 - August 2015
Osvil International June 2013 - August 2014
University of Phoenix June 2010 - August 2013
Kino Border Initiative August 2010 - May 2013
SNOI International January 2009 - July 2009
Davis Selected Advisors February 2006 - December 2007
NOVA® Home Loans October 2002 - December 2005
Skills
Marketing, Event Planning, Social Media, Social Media Marketing, Marketing Communications, Marketing Strategy, Nonprofits, Advertising, Sales, Strategic Planning, Customer Service, Management, Sales Management, Leadership, Account Management, Public Speaking, Team Building, First Time Home Buyers, Mortgage Lending, Loans
Education
University of Arizona 1999 — 2001
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
University of Arizona 1991 — 1996
Bachelor of Science (BS), Psychology
Supreme Lending August 2015 - Present
CrossCountry Mortgage, Inc. August 2014 - August 2015
Osvil International June 2013 - August 2014
University of Phoenix June 2010 - August 2013
Kino Border Initiative August 2010 - May 2013
SNOI International January 2009 - July 2009
Davis Selected Advisors February 2006 - December 2007
NOVA® Home Loans October 2002 - December 2005
Skills
Marketing, Event Planning, Social Media, Social Media Marketing, Marketing Communications, Marketing Strategy, Nonprofits, Advertising, Sales, Strategic Planning, Customer Service, Management, Sales Management, Leadership, Account Management, Public Speaking, Team Building, First Time Home Buyers, Mortgage Lending, Loans
Education
University of Arizona 1999 — 2001
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
University of Arizona 1991 — 1996
Bachelor of Science (BS), Psychology
Dorothy Klock's Davis Selected Advisors Experience May 1994 - August 2000
Job MArketing at American Funds
Industry Financial Services
Experience
American Funds September 2000 - Present
Davis Selected Advisors May 1994 - August 2000
Skills
Mutual Funds, Financial Services, Investments, Asset Management, Wealth Management, Series 63, Securities, Series 7, Strategic Planning, Relationship Management, Sales
Education
Saint Joseph's University 1982 — 1986
Bachelor’s Degree, FInance and Marketing, 3.0
American Funds September 2000 - Present
Davis Selected Advisors May 1994 - August 2000
Skills
Mutual Funds, Financial Services, Investments, Asset Management, Wealth Management, Series 63, Securities, Series 7, Strategic Planning, Relationship Management, Sales
Education
Saint Joseph's University 1982 — 1986
Bachelor’s Degree, FInance and Marketing, 3.0
Willoughby Bain's Davis Selected Advisors Experience October 2012 - September 2013
Job MBA Candidate at Columbia Business School (2016)
Industry Real Estate
Experience
Saul Centers, Inc. January 2014 - Present
Dalton Investments September 2013 - Present
Davis Selected Advisors October 2012 - September 2013
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Financial Modeling, Social Media, Valuation, Corporate Finance, Microsoft Word, Public Speaking, Financial Analysis, Market Research
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (MBA), Investments and Securities
Princeton University 2006 — 2011
Bachelor of Arts (BA), Psychology
Saul Centers, Inc. January 2014 - Present
Dalton Investments September 2013 - Present
Davis Selected Advisors October 2012 - September 2013
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Financial Modeling, Social Media, Valuation, Corporate Finance, Microsoft Word, Public Speaking, Financial Analysis, Market Research
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (MBA), Investments and Securities
Princeton University 2006 — 2011
Bachelor of Arts (BA), Psychology
Tracy Keller Martin's Davis Selected Advisors Experience January 2001 - November 2003
Job Human Resources Consultant at Progressive Insurance
Industry Insurance
Experience
Progressive Insurance January 2004 - Present
Davis Selected Advisors January 2001 - November 2003
Hyatt Regency September 1999 - February 2000
Skills
Performance Management, Employee Relations, Benefits Administration, Workforce Planning, Succession Planning, Talent Management
Education
New Mexico State University 1994 — 1999
Bachelor of Science (BS), Human Resources Management and Services
Progressive Insurance January 2004 - Present
Davis Selected Advisors January 2001 - November 2003
Hyatt Regency September 1999 - February 2000
Skills
Performance Management, Employee Relations, Benefits Administration, Workforce Planning, Succession Planning, Talent Management
Education
New Mexico State University 1994 — 1999
Bachelor of Science (BS), Human Resources Management and Services
Bob Evangelista's Davis Selected Advisors Experience May 2006 - November 2009
Job Strategic Marketing & Communication Design
Industry Marketing and Advertising
Experience
Somnia Anesthesia July 2014 - Present
Martino & Binzer November 2012 - October 2013
Stan Adler Associates November 2009 - December 2012
Davis Selected Advisors May 2006 - November 2009
Stan Adler Associates December 1990 - May 2006
Skills
Online Advertising, Advertising, Interactive Marketing, Integrated Marketing, Digital Strategy, Brand Architecture, Digital Marketing, Media Strategy, Campaign Plans, B2B Marketing Strategy, Marketing Communications, Direct Mail, Marketing Strategy, Email Marketing, Brand Development, Direct Marketing, Marketing, Management, Lead Generation, Strategic Planning
Education
Rensselaer Polytechnic Institute
Architectural Design and Engineering
Parsons School of Design
Design and Visual Communications
The New School
Liberal Arts
Somnia Anesthesia July 2014 - Present
Martino & Binzer November 2012 - October 2013
Stan Adler Associates November 2009 - December 2012
Davis Selected Advisors May 2006 - November 2009
Stan Adler Associates December 1990 - May 2006
Skills
Online Advertising, Advertising, Interactive Marketing, Integrated Marketing, Digital Strategy, Brand Architecture, Digital Marketing, Media Strategy, Campaign Plans, B2B Marketing Strategy, Marketing Communications, Direct Mail, Marketing Strategy, Email Marketing, Brand Development, Direct Marketing, Marketing, Management, Lead Generation, Strategic Planning
Education
Rensselaer Polytechnic Institute
Architectural Design and Engineering
Parsons School of Design
Design and Visual Communications
The New School
Liberal Arts
Stephen Chen, CFA, CPA's Davis Selected Advisors Experience 2002 - 2014
Job PM/Analyst at Davis Selected Advisors
Industry Investment Management
Experience
Davis Selected Advisors 2002 - 2014
Ulysses Partners 2000 - 2002
J.P. Morgan Securities 1997 - 2000
Coopers & Lybrand LLP 1995 - 1997
Skills
Accounting, Alternative Investments, Asset Allocation, Asset Management, Due Diligence, Equities, Financial Analysis, Financial Markets, Financial Modeling, Financial Reporting, Fixed Income, Investments, Hedge Funds, Portfolio Management, Series 7, Strategic Financial..., Trading, Wealth Management, Securities
Education
Indiana University - Kelley School of Business 1991 — 1995
Bachelor of Science (B.S.), Accounting
Davis Selected Advisors 2002 - 2014
Ulysses Partners 2000 - 2002
J.P. Morgan Securities 1997 - 2000
Coopers & Lybrand LLP 1995 - 1997
Skills
Accounting, Alternative Investments, Asset Allocation, Asset Management, Due Diligence, Equities, Financial Analysis, Financial Markets, Financial Modeling, Financial Reporting, Fixed Income, Investments, Hedge Funds, Portfolio Management, Series 7, Strategic Financial..., Trading, Wealth Management, Securities
Education
Indiana University - Kelley School of Business 1991 — 1995
Bachelor of Science (B.S.), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY