Jensen Investment Management
Industry: Company
DescriptionFounded: 1988
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Jensen Investment Management Employees
SquareTwo Financial June 2015 - Present
Colliers-International January 2015 - April 2015
OppenheimerFunds June 2014 - August 2014
Jensen Investment Management May 2013 - August 2013
The Club at Kruse Woods May 2012 - August 2012
Portland After School Tennis & Education June 2009 - September 2010
Skills
Real Estate, Nonprofits, Social Networking, Valuation, Teamwork, Leadership, Creative Direction, Strategic Planning, Financial Modeling, Event Management, Entrepreneurship
Education
University of Economics, Prague 2014 — 2014
International Finance, Economics
University of Colorado Boulder 2011 — 2015
Bachelor of Science (BS), Finance, General
Lake Oswego High School 2007 — 2011
Jensen Investment Management October 2014 - Present
Empirical Wealth Management April 2013 - September 2014
Empirical Wealth Management February 2006 - March 2013
Skills
Regulatory Compliance, Investment Advisor..., QuickBooks, Asset Management, Financial Services, Securities, Equities, Mutual Funds, Investments, Due Diligence, Risk Management
Education
University of California, Riverside
Bachelor of Science (B.S.), Business Administration and Management, General
Advisory Services & Investments, LLC August 2006 - Present
Jensen Investment Management January 1998 - May 2006
Skills
Investments, Marketing, Financial Analysis, Asset Management
Education
Concordia University-Portland 2010 — 2012
MBA, International Business
Washington State University - College of Business and Economics 1992 — 1996
Bachelors, Finance
State Street Global Advisors January 2014 - Present
Fidelity Charitable January 2012 - January 2014
Jensen Investment Management July 2010 - January 2012
Merrill Lynch 2007 - March 2010
Experience.com 2006 - 2007
Hamilton College 2002 - 2006
Skills
Solution Selling, Networking, Series 7, Leadership, Investments, Asset Managment, Mutual Funds, Time Management, Equities, Portfolio Management, Finance, Financial Services, Sales, Asset Allocation, Analysis
Education
Hamilton College 2002 — 2006
BA of Liberal Arts, Cultural Anthropology
Aon Hewitt February 2009 - Present
Hewitt EnnisKnupp, an Aon Company February 2009 - Present
Vision Capital Management January 2006 - January 2008
Jensen Investment Management April 2004 - December 2006
Hewitt Associates March 1993 - March 2004
Skills
Defined Contribution, Due Diligence, Investments, Investment Strategies, Series 7, Defined Benefit, Pension Funds, Portfolio Management, Mutual Funds, Financial Services, Employee Benefits, Investment Advisory, Securities, Retirement, Asset Allocation, Wealth Management, Asset Management, Investment Management, Series 63, Equities, 401k, Alternative Investments, Financial Advisory, Pensions, Insurance, Fixed Income, Retirement Plan..., Finance, Retirement Planning, FINRA, ERISA
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
Penn State University 1988 — 1992
B.S., Labor and Industrial Relations
Jensen Investment Management March 2015 - Present
Cushman & Wakefield April 2012 - March 2015
Oregon State University November 2008 - May 2011
Skills
Microsoft Office, Adobe Creative Suite, Salesforce.com, Event Planning, Social Media, Facebook, Social Networking, Marketing
Education
Oregon State University 2007 — 2011
Bachelor of Science, Business Administration - Marketing, Spanish
Institute of San Joaquin de Flores 2009 — 2009
Spanish Language and Latin American Studies
Jensen Investment Management March 2015 - Present
Jensen Investment Management 2015 - 2015
Costco Wholesale July 2014 - September 2014
Costco Wholesale September 2012 - June 2014
Costco Wholesale May 2012 - September 2012
Skills
Microsoft Office, Teamwork, Time Management, Retail, Customer Service, Social Media, Social Networking, Public Speaking, Leadership, Sales, Marketing, Email Marketing, Team Leadership, Social Media Marketing, Management, Salesforce.com, Project Management, Concrete5, Content Management
Education
Western Washington University 2012 — 2014
Bachelor of Business Administration (BBA)., Marketing
Olympic College 2010 — 2012
Associate of Arts (AA)
Self-employed February 2011 - Present
Jensen Investment Management July 2000 - February 2011
Education
Babson College 1999 — 2000
LLIF, Insurance Management
Rutgers University-New Brunswick 1989 — 1991
Graduate Degree in Banking, Banking
University of Iowa 1965 — 1969
BBA, Finance, General
Jensen Investment Management September 2015 - Present
Jensen Investment Management February 2007 - Present
Washington Mutual February 2006 - February 2007
Columbia Management February 2002 - October 2005
Ferguson Wellman Capital Management July 1998 - February 2002
Skills
Portfolio Management, Investments, Financial Analysis, Valuation, Equities, Excel, Fixed Income, Financial Modeling, Asset Management, Financial Reporting, Credit, Bonds, High Yield, Asset Allocation, Investment Strategies, Mutual Funds, Alternative Investments, Bloomberg
Education
University of Oregon - Charles H. Lundquist College of Business 2007 — 2009
MBA
University of Oregon 1994 — 1998
BS, Business - Finance
Jensen Investment Management February 2010 - Present
Capital Guardian Trust Company April 2008 - July 2009
Dimensional Fund Advisors November 2001 - January 2008
Skills
Investments, Strategy, Portfolio Management, Mutual Funds, Equities, Financial Services, Competitive Analysis, Asset Allocation, Due Diligence, Analysis, Investment Strategies, Leadership, Investment Management, Asset Management, Microsoft Excel
Education
University of Oregon - Charles H. Lundquist College of Business 2013 — 2015
Master of Business Administration (MBA)
Portland State University
Jensen Investment Management February 2003 - April 2008
Columbia Management January 2000 - December 2002
Skills
Equities, Financial Services, Mutual Funds, Investments
Education
John Carroll University 1993 — 1997
BA, Communications
Jensen Investment Management July 2015 - Present
Jensen Investment Management June 2012 - Present
Columbia Management 1998 - 2006
Columbia Management 1998 - 2006
Columbia Management 1998 - 2006
Skills
Asset Management, Fixed Income, Investments, Mutual Funds, Equities, Hedge Funds, Portfolio Management
Education
Oregon State University