McKinley Capital Management

Industry: Company

Description

Founded: 1990 Subsidiary: McKinley Capital Management, LLC, Research DivisionFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportMckinley PartnersWebsiteDirections Saved (0) Saved Save Investment service in Walnut Creek, California Address: 2121 N California Blvd, Walnut Creek, CA 94596 Phone: (925) 322-6260: Hours: : Category: : : : Place name: Website: : Website: http://www.mckinleycp.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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Mckinley Partners Posting publicly on the Web Write a review Reviews Be the first to review

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McKinley Capital Management Employees

Employee
Years
Job
Industry
Frederic Parke Frederic Parke Park City, Utah Details
Frederic Parke's McKinley Capital Management Experience May 1997 - November 2009
Job Portfolio Manager and Founder of Parkestone Capital Management, LLC
Industry Investment Management
Experience
Parkestone Capital Management, LLC   December 2013 - Present
skiAK   September 2010 - April 2014
McKinley Capital Management   May 1997 - November 2009
McLaughlin Capital   May 1995 - December 1996
Gruntal & Co.   April 1991 - May 1995
Chicago Board of Trade  February 1988 - March 1991
Mid-America Commodity Exchange   February 1986 - February 1988
Private Quantitative Investment Management   February 1983 - February 1986

Skills
Investments, Portfolio Management, Trading, Financial Analysis, 30 years of investment..., Risk Management, Equities, Capital Markets, Hedge Funds, Alternative Investments, Mutual Funds, Financial Markets

Education
UC Berkeley   1980 — 1982
Political Economy of Industrial Societies, Economics, Political Science, History

Phillip Izon II Phillip Izon II Anchorage, Alaska Area Details
Phillip Izon II's McKinley Capital Management Experience January 2012 - May 2012
Job Business Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo  July 2014 - Present
KeyBank  April 2013 - July 2014
Wells Fargo  May 2011 - April 2013
McKinley Capital Management   January 2012 - May 2012

Skills
Finacial Management, Loans, Mortgage Marketing, Cold Calling Experience, Warm Calling, Financial Statement..., Financial Regulation, Credit Monitoring, Credit Analysis, Credit Risk, Time Management, Financial Analysis, DCF Valuation, Relationship Management, Cross Selling, Financial Services, Financial Risk, Banking, Credit, Commercial Banking, Finance, Mortgage Lending, Lines Of Credit, Consumer Lending, Small Business Lending, Loan Origination, Retail Banking, Cash Management, Underwriting, Deposits, CRM, Branch Management, Commercial Lending, Mutual Funds, Wealth Management, Credit Cards, Securities, Series 63, Series 6, Investments, Retirement Planning, Strategic Financial..., Series 7, Small Business, Asset Allocation, Uniform Combined State..., Equities, Wealth Management..., Commercial Mortgages, Financial Planning

Education
University of Alaska Anchorage   2011 — 2014
Bachelor of Business Administration (BBA), Financial management, real estate management, investment management, Senior

Omega Performance   2014 — 2015
Certification, High-Impact Prospecting & Networking

Omega Performance   2014 — 2015
Certification, Commercial Real Estate Lending

Omega Performance   2014 — 2015
Certification, Commercial Loans to Business

Omega Performance   2014 — 2015
Certification, Financial Accounting for Lenders

Questra Corporation   2013 — 2013
Commercial Lending Certification, Lending

Red Rocks Community College   2009 — 2011
Associate of Science (A.S.), International Business

Ariel Talen-Keller Ariel Talen-Keller Anchorage, Alaska Area Details
Ariel Talen-Keller's McKinley Capital Management Experience December 2010 - February 2012
Job Founder at Aero Femme NonProfit Organization & Scholarship Fund
Industry Nonprofit Organization Management
Experience
Raytheon  July 2013 - Present
Aero Femme Non-Profit Organization & Scholarship Fund   October 2010 - Present
First National Bank Alaska  February 2012 - March 2013
Covenant House Alaska  2012 - 2013
McKinley Capital Management   December 2010 - February 2012
Raytheon  February 2008 - March 2009

Skills
Editing, Nonprofits, Time Management, Program Management, Advertising, Aviation, Data Entry, Military, Databases, Administrative..., Flights, Social Media, Research, Project Management, Public Speaking, Public Relations, Facebook, Spreadsheets, Investments, Access, Training, Customer Service, Event Planning, Administrative...

Education
Embry-Riddle Aeronautical University   2011 — 2011
Master of Aeronautical Science, Aerospace Management

The University of North Dakota   2005 — 2006
Flight School, Flight School

University of Oregon   2000 — 2003
Bachelor of Science, Geography

Pleasant Hill High School   1997 — 2000
Diploma, General Studies

Abhishek Saxena Abhishek Saxena Anchorage, Alaska Details
Abhishek Saxena's McKinley Capital Management Experience December 2013 - Present
Job Quantitative Research Analyst at McKinley Capital Management
Industry Investment Management
Experience
McKinley Capital Management   December 2013 - Present
InterContinental Hotels Group  May 2013 - July 2013
Sagar Agencies (Sub-Broker of Angel Broking)   September 2011 - July 2012
Quesme   December 2010 - June 2011
University of Calabria, Italy   June 2010 - July 2010
VS Lignite Power Private Limited, KSK Energy Ventures Ltd.   June 2009 - July 2009

Skills
Quantitative Finance, Quantitative Risk..., Portfolio Optimization, Monte Carlo Simulation, Bloomberg, Portfolio Management, Option Pricing Models, Credit Risk, Corporate Finance, Trading Strategies, Quantitative Investing, Management of Financial..., Stochastic Calculus, Computational Finance, C++, SAS, Derivatives, Quantitative Analytics, Financial Modeling, Matlab

Education
Georgia Institute of Technology   2012 — 2013
Master of Science (MS), Quantitative and Computational Finance

CFA Institute
CFA Charter, Chartered Financial Analyst, Level I Cleared

Indian Institute of Technology, Roorkee   2007 — 2011
Bachelor of Technology (B.Tech.), Chemical Engineering - Paper Technology

Adam Sander Adam Sander Charlotte, North Carolina Details
Adam Sander's McKinley Capital Management Experience November 2007 - March 2008
Job Senior Investment Analyst at Global Endowment Management
Industry Investment Management
Experience
Global Endowment Management  July 2012 - Present
ConocoPhillips  June 2011 - June 2012
ConocoPhillips, Alaska  June 2006 - May 2011
McKinley Capital Management   November 2007 - March 2008
ConocoPhillips, Alaska  May 2005 - August 2005
ConocoPhillips  May 2004 - August 2004
PricewaterhouseCoopers Limited  January 2004 - April 2004

Education
Baylor University   2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance & Economics, magna cum laude

Yishu Xu Yishu Xu Anchorage, Alaska Area Details
Yishu Xu's McKinley Capital Management Experience January 2015 - April 2015
Job Financial Analyst
Industry Investment Management
Experience
PT Capital   May 2015 - Present
McKinley Capital Management   January 2015 - April 2015
Crestline Investors, Inc.   July 2014 - October 2014
Alaska Pacific University  August 2011 - June 2014
Keller Williams Real Estate  May 2011 - July 2011
Cognizant Technology Solutions  June 2008 - September 2010
Walt Disney World Resort  August 2007 - January 2008
eBay China Development Center   April 2007 - August 2007

Education
Alaska Pacific University   2012 — 2014
Master of Business Administration (MBA), Finance, General, 3.9

East China Normal University   2004 — 2008
Bachelor, English

Sha Li Sha Li Los Angeles, California Details
Sha Li's McKinley Capital Management Experience July 2013 - August 2014
Job Senior Fund Accountant at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management  September 2014 - Present
McKinley Capital Management   July 2013 - August 2014
McKinley Capital Management   July 2011 - July 2013
McKinley Capital Management   May 2011 - July 2011

Skills
Bloomberg, Hedge Funds, Equities, Securities, Alternative Investments, Asset Management, Financial Analysis, Investments, Mutual Funds, Derivatives, Fixed Income, Accounting, Asset Allocation, Fund Accounting, APX, Moxy

Education
University of Alaska Anchorage   2006 — 2010
Bachelor's Degree, Business Administration and Management

Jared Kettler Jared Kettler Anchorage, Alaska Details
Jared Kettler's McKinley Capital Management Experience June 2008 - November 2009
Job Consultant
Industry Financial Services
Experience
Accusource LLC  December 2009 - Present
McKinley Capital Management   June 2008 - November 2009
Wachovia Securities  November 2007 - May 2008
JPMorgan Chase  January 2007 - May 2007

Skills
Portfolio Management, Derivatives, Data Analysis, Trading, Securities, Management, Financial Services, Microsoft Excel, Employee Training, Equities, Asset Management, Project Management, Oral & Written..., Financial Analysis, Hedge Funds, Fixed Income, Alternative Investments, Financial Modeling, Finance, Valuation, Bloomberg

Education
Chapman University, The George L. Argyros School of Business and Economics   2010 — 2012
MBA, Finance

University of Alaska   2004 — 2008
B.B.A, Management and Marketing

University of Alaska   2003 — 2008
B.S, Aviation Technology

Michelle DellaCroce, CPA, CPP Michelle DellaCroce, CPA, CPP Anchorage, Alaska Details
Michelle DellaCroce, CPA, CPP's McKinley Capital Management Experience March 2000 - August 2002
Job Payroll Manager at NANA Management Services, LLC
Industry Accounting
Experience
NANA Management Services, LLC   April 2014 - Present
FM Strand & Associates   June 2012 - April 2014
Alaska Executive Search  December 2011 - June 2012
Ahtna Technical Services   February 2009 - September 2011
NANA Development Corporation  August 2006 - February 2009
Anchorage Sand & Gravel Co., Inc   February 2003 - August 2006
Carla Bassler, CPA   August 2002 - February 2003
McKinley Capital Management   March 2000 - August 2002
US Navy  December 1984 - June 1989

Skills
CPP - Certified Payroll..., Payroll Conversions, Deltek Costpoint..., Union Benefit Reporting, Multi-state Payroll..., Implementation Planning, General Ledger, Payroll, Payroll Taxes, Leave Accruals &..., Accounting Management, Account Reconciliation, Accounts Payable, Accounting, Finance, Financial Statements, Internal Controls, Auditing, Financial Reporting, Bank Reconciliation, Accounts Receivable, Employee Benefits, Journal Entries, Fixed Assets, Management, Deltek Costpoint Union..., QuickBooks Certified, Human Resources, Project Accounting, Data Reconciliation, Conversion Testing, Microsoft Excel, Ceridian Payroll System, ADP Payroll, QuickBooks

Education
University of West Florida   1996 — 2000
B.S.B.A, Finance

Pensacola Junior College   1992 — 1993
A.A. Liberal Arts, business curriculum

Crystal McClenthen, CFA Crystal McClenthen, CFA Des Moines, Iowa Area Details
Crystal McClenthen, CFA's McKinley Capital Management Experience August 2006 - September 2008
Job Senior Product Manager at Principal Funds
Industry Financial Services
Experience
Principal Funds  November 2013 - Present
Principal Global Investors  March 2012 - November 2013
Aviva Investors  January 2011 - March 2012
Aviva Investors  January 2009 - January 2011
McKinley Capital Management   August 2006 - September 2008
McKinley Capital Management   January 2005 - August 2006
Smith Barney  April 2003 - January 2005

Skills
Portfolio Management, Equities, Asset Management, Alternative Investments, Asset Managment, Asset Allocation, Investments, Derivatives, Mutual Funds, Fixed Income, Investment Strategies, Bloomberg, Bonds, Series 7, Series 24

Education
University of Alaska Anchorage   2002 — 2004
BA, Management and Marketing

Illinois State University   2000 — 2002

Meenakshi Sundaram Chettiappan,CFA Meenakshi Sundaram Chettiappan,CFA Anchorage, Alaska Area Details
Meenakshi Sundaram Chettiappan,CFA's McKinley Capital Management Experience February 2006 - Present
Job Senior Quantitative Analyst at McKinley Capital Management
Industry Investment Management
Experience
McKinley Capital Management   February 2006 - Present
Alopex Capital   April 2005 - June 2005

Skills
Portfolio Management, Bloomberg, Equities, Statistics, Investments, Economics, Quantitative Research, Risk Management, Quantitative Finance, VBA, Hedge Funds, Portfolio Optimization, Emerging Markets

Education
Georgia Institute of Technology   2004 — 2005
Masters, Quantitative Computational Finance

College of Engineering Guindy, Anna University   2000 — 2004
BE, Computer Science and Engineering

Anna Gem MHSS   1998 — 2000
High School

Andrew Kerosky Andrew Kerosky Fort Worth, Texas Details
Andrew Kerosky's McKinley Capital Management Experience August 2013 - January 2014
Job Analyst at Crestline Investors, Inc.
Industry Investment Management
Experience
Crestline Investors, Inc.   February 2014 - Present
McKinley Capital Management   August 2013 - January 2014
Crestline Investors, Inc.   June 2013 - August 2013

Skills
Research, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Public Speaking, Financial Analysis, Asset Management, Hedge Funds, Financial Modeling, Alternative Investments, Economics, Fixed Income, Asset Allocation

Education
University of Alaska Anchorage   2008 — 2013
Bachelor's Degree, Economics

University of Southern California   2004 — 2005
Film/Cinema/Video Studies

Irina V. Dudina Irina V. Dudina Anchorage, Alaska Details
Irina V. Dudina's McKinley Capital Management Experience July 2013 - November 2014
Job Marketing Support
Industry Capital Markets
Experience
McKinley Capital Management   July 2013 - November 2014
Connected Nation, Inc.   January 2013 - May 2013
University of Alaska Anchorage  August 2011 - May 2013
Raymond James Financial Inc.  July 2010 - May 2011
NANA Management Services  October 2008 - May 2010

Skills
Bilingual, Interpersonal Leadership, Microsoft Office, QuickBooks, Learning Quickly, Problem Solving, Adaptable to Changes, People-oriented, Active Team Player, Microsoft Excel, Access, Customer Service, PowerPoint, Microsoft Word, Research, Data Entry, Data Analysis, Administrative...

Education
University of Alaska Anchorage   2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.4

University of Alaska Anchorage   2008 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General

Дальневосточный Государственный Университет Путей Сообщения (ДВГУПС) / Far Eastern State Transport University   2006 — 2008
Bachelor's degree, Emphasized on Logistics, Materials, and Supply Chain Management in General

John Millstead John Millstead Star, Idaho Details
John Millstead's McKinley Capital Management Experience May 1996 - March 2003
Job Owner at MaPaFish Marketing
Industry Food & Beverages
Experience
MaPaFish Marketing   January 2015 - Present
K. Bravos   November 2012 - Present
City of Arlington  October 2008 - November 2014
Ning Da Fu Zhong   August 2003 - August 2008
McKinley Capital Management   May 1996 - March 2003
US Navy  November 1987 - October 1989
United States Marine Corps  June 1984 - November 1987

Skills
Local Search..., WordPress, Online Reputation..., Writing, Leadership, Public Speaking, Catering, Cooking, Training, Event Planning, Customer Service, Team Building, Strategic Planning

Education
Christopher Newport University   1989 — 1991
Bachelor of Science (BS), Finance & Economics, 3.5

Brandon Germer Brandon Germer Seattle, Washington Details
Brandon Germer's McKinley Capital Management Experience December 2006 - June 2010
Job Manager at Deloitte
Industry Insurance
Experience
Deloitte  September 2014 - Present
Deloitte  September 2012 - August 2014
Purdue University  August 2010 - May 2012
First Alaskan Capital Partners   July 2011 - September 2011
LifeMed Alaska, LLC   May 2011 - August 2011
McKinley Capital Management   December 2006 - June 2010
McKinley Capital Management   May 2006 - December 2006

Skills
Project Management, Access, Analytics, Financial Analysis, Business Analytics, SAS, Business Intelligence, SQL, Leadership, Business Strategy, Spreadsheets, Management, Data Analysis, Business Analysis, Data Management, Oracle, Optimization Models, Microsoft SQL Server, Data Warehousing, VBA, Team Effectiveness, Relationship Management, Visio, Cloud Computing, Financial Modeling, Software Documentation, SAP, Monte Carlo Simulation, IT Infrastructure Design, Integration, Microsoft Excel, SDLC, Data Warehouse..., Pentaho, Spreadsheet Modeling, Competitive Strategy, SAS Enterprise Miner, QlikView, Oracle SQL, SAP BOE, Red Hat Linux, Business Process..., Guidewire, Cognos, Consulting, Project Estimation

Education
Purdue University - Krannert School of Management   2010 — 2012
MBA, General Management

Colorado State University   2002 — 2006
Bachelor of Science, Business Administration, CIS concentration

Mack Avery Mack Avery Anchorage, Alaska Area Details
Mack Avery's McKinley Capital Management Experience September 2010 - September 2012
Job Engineer III Network and System Security at GCI
Industry Telecommunications
Experience
GCI - General Communication Inc.  September 2012 - Present
McKinley Capital Management   September 2010 - September 2012
Alaska USA Federal Credit Union  April 2009 - September 2010
McKinley Capital Management   September 2006 - March 2009
Denalitek, Inc   January 2006 - September 2006
US Navy  October 2003 - June 2005
Radarworks  September 2000 - December 2001
Daptiv  June 2000 - July 2000
TechPlanet  August 1999 - June 2000
City of College Station  January 1999 - May 1999

Skills
Information Security..., CISSP, CISM, MCSE, Information Assurance, Network Security, Information Security, Security, Active Directory, Disaster Recovery, Microsoft Exchange, Microsoft Certified..., Cisco Technologies, Networking, Network Administration, Firewalls, Windows Server, Network Architecture, Servers, VPN, Network Engineering, DNS, Cisco IOS, Juniper

Education
Bowie State University   2002 — 2005
Master of Science (M.S.), Management Information Systems

Texas A&M University   1993 — 1997
Bachelor of Business Administration (B.B.A.), Information and Operations Mgmt

Brian tillotson Brian tillotson United States Details
Brian tillotson's McKinley Capital Management Experience June 2005 - Present
Job Foreign Exchange Trader at Mckinley capital management
Industry
Experience
Mckinley capital management   June 2005 - Present
McKinley Capital Management   June 2005 - July 2008

Skills
Bloomberg, Trading, Currency, FX trading, FX Options, FX Hedging, Foreign Exchange, Equities, Bloomberg Terminal, Electronic Trading, Forwards, Equity Trading

Education
University of Alaska Fairbanks   1995 — 2003
BA, Finance

John Fure John Fure Yakima, Washington Area Details
John Fure's McKinley Capital Management Experience June 2010 - February 2013
Job Clinic Manager Selah Family Medicine
Industry Hospital & Health Care
Experience
Yakima Valley Memorial Hospital  February 2015 - Present
Efcom   November 2012 - January 2015
McKinley Capital Management   June 2010 - February 2013
McKinley Capital Management   July 2009 - June 2010
McKinley Capital Management   December 2008 - July 2009
McKinley Capital Management   February 2007 - December 2008

Skills
Advent, Bloomberg, Equities, Securities, Derivatives, Omgeo Oasys, CTM, BBH Infomediary, Financial Services, Trading, Banking, Alternative Investments

Education
Seattle Pacific University   1997 — 2001
Bachelor's degree, Political Science and Government

Patricia Edwards Patricia Edwards Greater Seattle Area Details
Patricia Edwards's McKinley Capital Management Experience 1997 - 1997
Job Managing Director, Investments at The Private Client Reserve of U.S. Bank
Industry Investment Management
Experience
The Private Client Reserve at U.S. Bank   2013 - Present
Trutina Financial   2008 - 2013
CNBC  2009 - 2012
Wentworth, Hauser and Violich  November 1999 - October 2008
Laird Norton Trust Company   1999 - 2003
Dynamic Capital Management   1997 - 1999
McKinley Capital Management   1997 - 1997
Smith Barney  1995 - 1997
Towle Johnson Associates   1992 - 1994
Parametric Portfolio Associates  1988 - 1992

Skills
Wealth Management..., Private Equity, Options, Insurance, Retirement Planning, Asset Allocation, Management, Financial Advisory, Investments, Wealth Management, Portfolio Management, Equities, Structured Products, Finance, Valuation, Fund Of Funds, Bonds, Securities, Estate Planning, Corporate Finance, Fixed Income, Equity Valuation, Investment Strategies, Equity Research, Capital Markets, Alternative Investments, Series 63, Hedging, Employee Benefits, Hedge Funds, Bloomberg, Derivatives, Financial Markets, Recruiting, Strategic Financial..., Asset Management, Series 7, Investment Management, Mutual Funds, Financial Modeling, High Net Worth..., Trading, Financial Analysis, Due Diligence, Risk Management, ETFs, Financial Services, Asset Managment, Investment Advisory, Research

Education
University of California, San Diego   1981 — 1985
BA, Economics

David Rushbrook David Rushbrook Prescott, Arizona Details
David Rushbrook's McKinley Capital Management Experience August 2007 - December 2008
Job Sports Training
Industry Sports
Experience
Self-employed  June 2010 - Present
Denali Alaskan Federal Credit Union  January 2009 - January 2010
Waddell & Reed  August 2008 - January 2009
McKinley Capital Management   August 2007 - December 2008

Skills
Personal Finance, Training, Customer Service, Sports Coaching, Stock Market Analysis

Education
University of Alaska Anchorage   2006 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General

Coconino County Community College   2002 — 2004
Associate of Science (A.S.), Business Administration and Management, General

Kyi Soe, MBA Kyi Soe, MBA Anchorage, Alaska Details
Kyi Soe, MBA's McKinley Capital Management Experience December 2006 - August 2007
Job Engineering Supervisor (Acting) at Municipal Light & Power (ML&P) Anchorage
Industry Electrical/Electronic Manufacturing
Experience
Municipal Light & Power (ML&P) Anchorage   April 2011 - Present
Municipal Light & Power (ML&P) Anchorage   August 2007 - Present
IEEE Alaska   January 2009 - December 2009
IEEE Alaska   January 2008 - December 2008
McKinley Capital Management   December 2006 - August 2007
Olgoonik Development, LLC  August 2005 - December 2006

Skills
Power Systems, Power Distribution, Electric Power, Project Management, Electric Utility, Utility Construction, Project Planning, AutoCAD, Utility Software, Electrical Safety, Project Estimation, CAD, Microsoft Office, Autodesk Software, PLS-CADD, PLS-POLE, SAG10, UPN, Laserfiche, Strategic Planning, Customer Service, Management, Customer Relations, Cost Estimating, Budgeting, Bilingual, Accounting, Analytics, Budgets, Finance, Financial Reporting, Financial Analysis, Leadership, Training, Hiring, Interviews, Team Building, Electrical Engineering, Engineering, Program Management

Education
Alaska Pacific University   2007 — 2009
MBA, Business Administration

Charter College   2004 — 2006
A.A.S, Accounting

Yangon Technological University, Myanmar   1995 — 2002
B.E. (Electrical Power), Electrical Power Engineering

Joshua Przeczewski Joshua Przeczewski Anchorage, Alaska Area Details
Joshua Przeczewski's McKinley Capital Management Experience January 2015 - Present
Job Operations Manager at McKinley Capital Management
Industry Financial Services
Experience
McKinley Capital Management   January 2015 - Present
McKinley Capital Management   October 2012 - Present
McKinley Capital Management   June 2011 - October 2012
Harding University  August 2008 - June 2011
Alaska Railroad  May 2009 - July 2009
Municipality of Anchorage  2008 - 2008

Skills
Accounting, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Teamwork, Management, Outlook, Time Management, PowerPoint, Access, Teaching, Social Media, Bloomberg, Trade Operations, Advent, Equity Derivatives, Omgeo Oasys, Equity Swaps, Omgeo CTM, Omgeo Alert, SWIFT messaging, Account Reconciliation, Public Speaking, Data Analysis, Training, Team Building, Event Planning

Education
Harding University   2008 — 2010
MBA, Management

Harding University   2004 — 2008
BBA, Accounting

Damon Darby, CFP® Damon Darby, CFP® Anchorage, Alaska Details
Damon Darby, CFP®'s McKinley Capital Management Experience 2009 - 2010
Job Financial Consultant at The Planning Group of Anchorage of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Planning Group of Anchorage of Wells Fargo Advisors, LLC   June 2014 - Present
First National Bank Alaska  December 2013 - June 2014
Capital Management Network   November 2010 - November 2013
McKinley Capital Management   2009 - 2010
Target  2009 - 2009

Skills
Financial Services, Equities, Investments, Financial Analysis, Bloomberg, Retirement Planning, Trading, Hedge Funds, Asset Allocation, Bonds, IRAs, Roth IRA, 401k Rollovers

Education
University of Alaska Anchorage   2014 — 2016
Master of Business Administration (MBA), Finance, General

University of Alaska Anchorage   2008 — 2010
BBA, Finance

The American College   2012 — 2014
Financial Planning and Services

Grambling State University   2006 — 2008
Business Administration and Management

Kate Hammer (Wuestenfeld) Kate Hammer (Wuestenfeld) Hampton, Virginia Details
Kate Hammer (Wuestenfeld)'s McKinley Capital Management Experience August 2007 - June 2008
Job NREMT, Future PA Student Seeking Clinical Experience in Healthcare Industry
Industry Hospital & Health Care
Experience
Macon Volunteer Clinic  December 2013 - August 2014
Accountemps  May 2012 - September 2013
Birch Communications  September 2011 - April 2012
Statewide Door & Glass   June 2008 - May 2011
McKinley Capital Management   August 2007 - June 2008
State Street  May 2006 - June 2007

Skills
Accounting, Internal Audit, Finance, Bloomberg, Banking, Access, Recruiting, Staffing Coordination, Analysis, Revenue Assurance, Processes Development, Process Improvement, Process Analysis, Project Accounting, Human Resources, Risk Management, Leadership, Motivation, Talent Management, Customer Service

Education
Christopher Newport University   2014 — 2016
BS in Biology, Cellular, Molecular, & Physiological Biology

Tidewater Community College   2015 — 2015
Emergency Medical Technician (EMT)

Boston University   2002 — 2006
Bachelor of Science (BS), Finance and Marketing

Boston University Questrom School of Business   2002 — 2006
Bachelor of Science, Finance and Marketing

Boston University London Internship   2005 — 2005
Study Abroad Program, Finance and Marketing

Service High School   1998 — 2002

Manish Kumar, CFA Manish Kumar, CFA Pittsburgh, Pennsylvania Details
Manish Kumar, CFA's McKinley Capital Management Experience January 2008 - October 2013
Job Vice President at PNC
Industry Financial Services
Experience
PNC  November 2013 - Present
McKinley Capital Management   January 2008 - October 2013
IDBI Bank  October 2005 - July 2006
ABN AMRO Bank  July 2004 - September 2005
Infinum Retail Marketing Pvt. Ltd   June 2003 - August 2003

Skills
Investments, Bonds, Analysis, Securities, Bloomberg, Finance, Financial Analysis, Equities, Portfolio Optimization, Financial Risk, Risk Management, SAS, Trading

Education
Georgia Institute of Technology   2006 — 2007
Master of Science, Quantitative; Computational Finance

Bharathiyar University   2002 — 2004
Masters, Business Administration Specializing in Finance and Marketing

Delhi University   1997 — 2000
BA, Mathematics

Welham Boys' School

Sheldon Fisher Sheldon Fisher Anchorage, Alaska Area Details
Sheldon Fisher's McKinley Capital Management Experience January 2011 - January 2015
Job Commissioner, Dept of Administration at State of Alaska
Industry Government Administration
Experience
State of Alaska  January 2015 - Present
McKinley Capital Management   January 2011 - January 2015
McKinley Capital Management   January 2011 - October 2011
Alaska Communications Systems  February 2004 - January 2010
Sprint  January 1999 - February 2004
Hughes Network Systems  January 1995 - January 1999
Latham & Watkins  September 1990 - December 1994

Skills
Management, Business Strategy, Strategic Planning, Leadership, Business Development, Due Diligence, Executive Management, Mergers & Acquisitions, Risk Management, Financial Analysis, Securities, Telecommunications, Mergers, Budgets, Project Management, Strategic Partnerships, Corporate Development, Finance, Team Building, Program Management, Equities, Analysis, Marketing, Business Analysis, Sales, Cross-functional Team..., Marketing Strategy, Process Improvement, New Business Development, Asset Managment, Forecasting, Sales Operations, Contract Negotiation, Business Process..., Customer Service, Profit Oriented, Strategic Financial..., Change Management, Capital Markets, Competitive Analysis, Training, Economics, Negotiation, Result Oriented, Derivatives, Operations Management, Vendor Management, Business Planning, Entrepreneurship, strategy

Education
Yale Law School   1988 — 1990
JD, Law

Brigham Young University   1984 — 1987
BA, Economics

Melody Boyce Melody Boyce Rochester, Minnesota Area Details
Melody Boyce's McKinley Capital Management Experience July 2008 - September 2012
Job Accountant | 10+ Years’ Experience | Dedicated to Details | Possesses BSBAAccounting | Exceptional Payroll Experience
Industry Accounting
Experience
Calista Corporation  June 2012 - September 2012
McKinley Capital Management   July 2008 - September 2012
HMSHost  January 2008 - May 2008
Synapse Group Inc. a Time Inc. Company   February 2005 - January 2008
Starwood Hotels & Resort - Stamford Sheraton   October 2005 - June 2007
Post Properties & Trammell Crow Residential Services   September 1999 - April 2004

Skills
Accounting, Financial Accounting, Account Reconciliation, Journal Entries, Payroll, Bank Reconciliation, Budgets, Analysis, P&L Analysis, G/L Reconciliations, Microsoft Excel, Year-end Close, Month End Close, Expense Reports, Time & Attendance, Multi-state Payroll..., Customer Service, Sage MAS200, ADP Payroll, ADP E-Time, FAS Asset Accounting, PeopleSoft, Microsoft Word, Spreadsheets, ADP ezLaborManager, Dependable Team Player, PowerPoint, Documentations, Employee Training, Vouchers, Sales Reports, Bank Statements, Monthly Close, Passionate about work, Enthusiastic, Innovative, Motivated, Leadership, Troubleshooting, Training and Development, Financial Reporting, Statements of Financial..., Maintaining Spreadsheets, Creating Spreadsheets, Cash Management, Administrative Work, Creative

Education
University of Colorado Denver
Bachelor of Science (BS), Accounting

Katy Kless Katy Kless Anchorage, Alaska Area Details
Katy Kless's McKinley Capital Management Experience August 2005 - May 2010
Job Communications & Marketing Specialist at PDC Inc. Engineers
Industry Architecture & Planning
Experience
PDC Inc. Engineers  March 2011 - Present
kpb architects  May 2010 - March 2011
McKinley Capital Management   August 2005 - May 2010

Skills
Marketing, Event Planning, Proposal Writing, InDesign, Project Planning, Advertising, Newsletters, Desktop Publishing, Presentation Development, Photoshop, PowerPoint, Customer Service, Social Media, Time Management, Marketing Strategy, Public Relations, Event Management, Social Media Marketing, Engineer Coordination...

Education
University of Alaska Anchorage   2004 — 2015
N/A, Marketing and Business Management

Bartlett High School   1998 — 2001
General Studies

Ondrej Palecek Ondrej Palecek New York, New York Details
Ondrej Palecek's McKinley Capital Management Experience December 2014 - Present
Job Portfolio Associate at McKinley Capital Management
Industry Capital Markets
Experience
McKinley Capital Management   December 2014 - Present
McKinley Capital Management   May 2014 - January 2015
University of Alaska Fairbanks  October 2011 - May 2014
Madden Real Estate, LLC   October 2012 - May 2013
Sentinel Real Estate Corporation  June 2012 - July 2012

Skills
Detailed knowledge of..., Public Speaking, Microsoft Office, Google Analytics, Google Adwords, Social Media Platforms, HTML, Real Estate Webmasters, Leadership Development, Community Outreach, Market Research, Recruiting, Curriculum Development, Non-profits, Analysis, Inventory Management, Research, Social Networking, PowerPoint, Budgets, Photoshop, Editing, Leadership, Teamwork, Microsoft Excel, Curriculum Design, Fundraising, Outlook, System Administration, Time Management, Microsoft Word, SEO, Higher Education, English, Advertising, Blogging, Event Planning, Social Media, Marketing Strategy, Data Entry, Organizational..., Marketing, Facebook, Spanish, Social Media Marketing, Strategic Planning, Team Building, Customer Service, Public Relations, Event Management

Education
University of Alaska Fairbanks   2013 — 2014
Master of Business Administration (MBA), Capital Markets, 3.85 GPA

University of Alaska Fairbanks   2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Summa Cum Laude, University Honors Scholar, GPA 3.95

Panola College   2009 — 2011
Associate's degree, GPA 4.0, Freshman + Sophmore

Lynn Case Lynn Case Savannah, Georgia Area Details
Lynn Case's McKinley Capital Management Experience October 2011 - January 2012
Job Financial Services Professional
Industry Financial Services
Experience
Skidaway Financial Planning   January 2014 - Present
KCG Investment Advisory Services   March 2013 - September 2013
Excelsia Investment Advisors   June 2012 - January 2013
McKinley Capital Management   October 2011 - January 2012
Morgan Stanley Fund Services  October 2006 - November 2008
AIB/BNY Fund Management Ireland   December 2004 - October 2005
Boston Advisors  August 2003 - September 2004
CCGrowth Investments   June 1999 - May 2003

Skills
Mutual Funds, Investments, Asset Managment, Derivatives, Trading, Securities, Bloomberg, Hedge Funds, Portfolio Management, Equities, Fixed Income, Financial Analysis, Capital Markets, Alternative Investments, Asset Allocation, Equity Derivatives, Emerging Markets, Private Equity, Fund Of Funds, Fund Administration, Risk Management, Back Office, Financial Services, Due Diligence, Investment Banking, Valuation, Prime Brokerage, Electronic Trading, Equity Trading, Investment Advisory, Corporate Actions, Bloomberg Terminal, Bonds, Investment Strategies, Finance, AML, ETFs, Wealth Management, Investment Management, Financial Markets, FX Options, Venture Capital, Asset Management, Investor Relations, Fund Accounting, Options, Middle Office, FINRA, Series 7, Client Services

Education
Suffolk University   1996 — 1999
MSPS, International Relations

Acadia University   1992 — 1996
BA, Political Science/Spanish

Universidad de Salamanca   1995 — 1995
Intensive Spanish Immersion

Williams College   1991 — 1991
French Literature

Buxton

Sara Giddings Sara Giddings Anchorage, Alaska Area Details
Sara Giddings's McKinley Capital Management Experience 2003 - 2005
Job Owner, Partycraft
Industry Retail
Experience
Partycraft   Finance ManagerNANA Management Services2005 - 2007
McKinley Capital Management   2003 - 2005

Education
DeVry University
BSBA, Business and Finance Management

Kara Gilman Kara Gilman Greater Boston Area Details
Kara Gilman's McKinley Capital Management Experience 2005 - 2006
Job Senior Vice President at Income Research & Management
Industry Financial Services
Experience
Income Research & Management  February 2007 - Present
McKinley Capital Management   2005 - 2006
State Street Research  2003 - 2004
Putnam Investments  2001 - 2003
JP Morgan  1996 - 2001
Phoenix Life Insurance Company  1993 - 1995

Skills
Fixed Income, Asset Managment

Education
The American International University in London   1999 — 2000
MBA

University of Maine   1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General

Tilburg University   1990 — 1991

Charles Childers Charles Childers Huntersville, North Carolina Details
Charles Childers's McKinley Capital Management Experience January 2013 - October 2014
Job IT Director at Joe Gibbs Racing
Industry Information Technology and Services
Experience
McKinley Capital Management   January 2013 - October 2014
Metrolina Greenhouses  March 2006 - February 2012
H3 Sportgear  July 2004 - March 2006
Southern Door   June 1999 - June 2004

Skills
ERP, Program Management, Process Improvement, CRM, SDLC, Management, Enterprise Software, Project Management, IT Strategy, Sales, Business Intelligence, Security, Disaster Recovery, Data Center, Microsoft Exchange, Windows, SharePoint, Microsoft SQL Server, IT Management, Leadership, Vendor Management, Active Directory, Cloud Computing, Integration, Windows Server, Strategy, IT Operations, Analysis, Training, Servers, System Deployment, Strategic Planning, Citrix, Blackberry Enterprise..., VMware, Troubleshooting, VPN, Firewalls, Virtualization, Microsoft Technologies, WAN, Enterprise Architecture, Networking, DNS, Business Strategy

Education
Montreat College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Cleveland Community College
Associate of Arts (A.A.), Business Administration and Management, General

Jason M. Harris Jason M. Harris Greater Denver Area Details
Jason M. Harris's McKinley Capital Management Experience 2007 - 2009
Job Senior Financial Advisor at Maddock Financial, LLC
Industry Investment Management
Experience
Maddock Financial, LLC   2014 - Present
BBJS Financial Advisors, LLC   2011 - 2014
Tamarac Inc.  2010 - 2011
HighMark Capital Management  2009 - 2010
McKinley Capital Management   2007 - 2009

Skills
Portfolio Management, Investments, Financial Planning, Trading, Strategic Financial..., Mutual Funds, Securities, Wealth Management, Asset Management, Equities, Asset Allocation, Financial Advisory, Investment Advisory, Risk, Financial Advice, Reporting & Analysis, Retirement Planning, Risk Management, Economics, Research, Excel, Investment Management, Financial Risk

Education
Fort Lewis College
Bachelor's Degree, Finance, Accounting

James Poss James Poss New York, New York Details
James Poss's McKinley Capital Management Experience June 2011 - August 2011
Job FOH, North End Grill at Union Square Hospitality Group
Industry Hospitality
Experience
Union Square Hospitality Group  June 2015 - Present
Guggenheim Partners  June 2014 - November 2014
Guggenheim Partners  June 2013 - August 2013
McKinley Capital Management   June 2011 - August 2011
Switch Gloves Inc.   2006 - 2010

Education
International Culinary Center   2015 — 2015
Certificate, Culinary Entrepreneurship

University of California, Los Angeles   2010 — 2014
Bachelor of Arts (B.A.), Business Economics

Phillips Academy Andover   2006 — 2010
Diploma

Melanie Leydon Melanie Leydon Anchorage, Alaska Details
Melanie Leydon's McKinley Capital Management Experience June 2014 - Present
Job Reporting Analyst
Industry Financial Services
Experience
McKinley Capital Management   June 2014 - Present
Providence Health & Services  November 2013 - March 2014
GCI  July 2013 - October 2013
Apple  September 2011 - February 2013

Skills
Bloomberg, APX, Insitutional..., ClariFi, Reporting Analysis, Microsoft Word, Microsoft Excel, Microsoft Office, Access, PowerPoint, Teamwork, Positive Can-do Attitude, Friendly Personality, Charismatic Leadership, Hands-on Problem Solver, Resourceful..., Positive Team Player, Success Driven, Highly Ambitious, Highly Dedicated, Customer Service, Public Speaking, Research, Social Media, Data Analysis, Financial Analysis, Windows, Accounting, SAS, Stata, Mac, Apple, Analysis, Business Analysis, Business Strategy, Statistics, Financial Modeling, Economics, Economic Modeling, Economic Research, Public Policy, Policy Research, Business, Bloomberg Terminal, Advent, Performance Analysis, Insitutional Data..., Marketing Analysis, Marketing

Education
University of Alaska Anchorage   2008 — 2013
Bachelor's Degree, Economics

Dimond High School   2003 — 2007
High School Diploma

Matthew Canterbury, MOL MCP Matthew Canterbury, MOL MCP Boise, Idaho Area Details
Matthew Canterbury, MOL MCP's McKinley Capital Management Experience October 2010 - January 2012
Job Business Consultant at Confidential
Industry Information Technology and Services
Experience
iTradeNetwork, Inc.   2015 - Present
Confidential  2013 - Present
Dyn  April 2012 - January 2013
McKinley Capital Management   October 2010 - January 2012
Eagle Home Mortgage  October 2008 - March 2009
Global Credit Union  December 2006 - October 2008
AIA Insurance  August 2002 - October 2006
AIA Insurance  August 2002 - December 2004
Hastings Entertainment  April 2002 - March 2003
SCW Consulting   May 2002 - August 2002

Skills
Factset, Advent, Bloomberg, FIX, SWIFT, Quality Assurance, Citrix, Business Intelligence, Visual Studio, Cisco, Linear Programming, Derivatives, Technology Integration, Portfolio Optimization, Discounting, Algorithms, RFP, Supply Chain Management, Risk Management, Operating Budgets, SLA, SDLC, Enterprise Content..., SOX, HIPAA, HUD, Contract Management, Contract Negotiation, Continuous Improvement, Game Theory, Project Management, Financial Analysis, Tableau, Leadership, Analytics, Process Improvement, Databases, Sarbanes-Oxley Act, SWIFT payments, Business Process..., Management, Strategy, Marketing, Analysis, Microsoft Office

Education
Gonzaga University
M.A. Degree

Washington State University   1999 — 2001
B.A. Degree

Washington State University   2003 — 2005
B.S. Degree

Western Washington University   1996 — 1998

Ferris High School   1992 — 1996

Bellevue College   2009 — 2010

Bellevue College   2009 — 2010

Jonathan Weindel Jonathan Weindel San Francisco, California Details
Jonathan Weindel's McKinley Capital Management Experience 2010 - 2013
Job Senior Insights Analyst at LinkedIn
Industry Financial Services
Experience
LinkedIn  2015 - Present
General Assembly  2015 - Present
RPX Corporation  2014 - 2015
RPX Corporation  2013 - 2014
McKinley Capital Management   2010 - 2013
FrontRad Technologies, Inc   2009 - 2012
RAD-AID International   2008 - 2010
Chevron  2009 - 2009
Merrill Lynch  2008 - 2009

Skills
Statistics, Analysis, Financial Analysis, Financial Modeling, Health Economics, Data Analysis, Strategy, SAS, Econometrics, Statistical Modeling, Mathematical Programming, Data Science, Python, SQL, Leadership, Analytics, Start-ups, Management, Research

Education
University of Alaska Anchorage   2010 — 2012
MBA, Finance

University of Alaska Anchorage   2005 — 2009
BS, Mathematics, Minor in Statistics

The Johns Hopkins University   2008 — 2008

Todd M. Bulot Todd M. Bulot Dallas/Fort Worth Area Details
Todd M. Bulot's McKinley Capital Management Experience 1999 - 2006
Job Senior Business Development Officer at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC  October 2013 - Present
Rushmore Investment Advisors, Inc.   November 2006 - October 2013
McKinley Capital Management   1999 - 2006
Bradley Reid + Associates  1996 - 1999

Education
Loyola University New Orleans   1987 — 1992
BBA, Marketing

Olesya Sinitsa, CFA Olesya Sinitsa, CFA Greater Seattle Area Details
Olesya Sinitsa, CFA's McKinley Capital Management Experience 1999 - 2003
Job Director of Research at Evergreen Capital Management
Industry Investment Management
Experience
Evergreen Capital Management  October 2004 - Present
McKinley Capital Management   1999 - 2003

Education
University of Alaska Anchorage   1995 — 1999
Bachelor's Degree, Mathematics and Computer Science

Far Eastern State University   1992 — 1995
Computer Science

Paul Swanno Paul Swanno Denver, Colorado Details
Paul Swanno's McKinley Capital Management Experience June 2007 - November 2008
Job Taranis CEO and Investment Technology Guru
Industry Information Technology and Services
Experience
Taranis, Inc.   June 1996 - Present
BONY Mellon   September 2013 - Present
Alberta Investment Management Company (AIMCO)   September 2011 - September 2013
5N Cloud   June 2008 - 2013
Capital Group  February 2011 - August 2011
DeVry University  2009 - 2011
Dimensional Fund Advisors  June 2009 - July 2010
Nomura Asset Management  October 2008 - April 2009
Ohio Public Employees Retirement System  April 2008 - April 2009
McKinley Capital Management   June 2007 - November 2008

Skills
Start-ups, Cloud Computing, SQL, Integration, SDLC, Analytics, Project Management, Disaster Recovery, Asset Managment, Enterprise Software, Strategy, Data Center, Human Resources, Business Analysis, Security, Consulting, Microsoft SQL Server, Asset Management, Financial Services, Portfolio Management, Management, Equities, Investments, Data Warehousing, Microsoft Technologies, ETL, Virtualization, SSIS, Accounting, Business Development, SaaS, Professional Services, Access, Fixed Income, Bloomberg, Strategic Planning, VMware, SSRS, XML, Databases, Data Analysis, Eagle PACE, Visual Basic

Education
Oregon State University   1983 — 1988
Bachelor of Science (B.S.), Major in Management Information Systems, minor in computer science

Alex Slivka Alex Slivka Anchorage, Alaska Area Details
Alex Slivka's McKinley Capital Management Experience February 1997 - Present
Job Commission Member at Municipal Investment Advisory Commission
Industry Financial Services
Experience
The Alaska Community Foundation  June 2012 - Present
Municipal Investment Advisory Commission   March 2010 - Present
Eyak Settlement Trust   July 2006 - Present
Rotary Club of Anchorage   2005 - Present
Covenant House Alaska  April 1999 - Present
McKinley Capital Management   February 1997 - Present
Lead North   2011 - 2012

Skills
Investments, Equities, Portfolio Management, Bloomberg, Asset Managment, Risk Management, Public Speaking, Strategic Planning, Marketing, Securities, Economics, Trading

Education
Brown University   1978 — 1982
BA, Economics

Shawn Huerta Shawn Huerta Seattle, Washington Details
Shawn Huerta's McKinley Capital Management Experience December 2003 - May 2013
Job Director Sales and Service Administration at Parametric Portfolio Associates
Industry Investment Management
Experience
Parametric Portfolio Associates  November 2014 - Present
Parametric Portfolio Associates  May 2013 - November 2014
McKinley Capital Management   December 2003 - May 2013

Education
University of Alaska Anchorage
MBA, Business

New Mexico State University
BBA, Finance

Pete Schneidler Pete Schneidler Anchorage, Alaska Area Details
Pete Schneidler's McKinley Capital Management Experience July 2001 - January 2003
Job SpeechLanguage Pathologist at Lower Kuskokwim School District
Industry Education Management
Experience
Kashunamiut School District   September 2011 - Present
Lower Kuskokwim School District  August 2003 - September 2011
McKinley Capital Management   July 2001 - January 2003
TST On Ramp   1997 - 2001

Education
East Carolina University   2004 — 2008
Masters, Communication Sciences and Disorders

Whitman College   1992 — 1996
Bachelor of Arts, Music

John F Holman, MBA, JD John F Holman, MBA, JD Reno, Nevada Area Details
John F Holman, MBA, JD's McKinley Capital Management Experience February 1994 - May 1996
Job Circle of Safety Advisors, LLC, 7759718300, 7 1/2% FDIC Insured Market Linked CD's, Reverse Mortgages, Financial Plan
Industry Financial Services
Experience
Circle of Safety Advisors   October 2012 - Present
HGI  December 2011 - September 2012
Remax Professionals inc.  October 2011 - January 2012
Baceline Investments, LLC   November 2009 - October 2011
British American Natural Gas   June 2003 - September 2009
KELLER WILLIAMS  2006 - 2007
Morgan Stanley  February 2005 - October 2005
Ashfield & Company   July 2000 - January 2005
Systematic Financial Management  June 1996 - June 2000
McKinley Capital Management   February 1994 - May 1996

Skills
Investments, Private Equity, Finance, Real Estate, Financial Services, Marketing, Strategy, Sales Management, Due Diligence, Series 7, Financial Advisory, Financial Modeling, Portfolio Management, Asset Managment, Contract Negotiation, Management, Strategic Financial..., Consulting, Mortgage Lending, Start-ups, Wealth, Asset Management, Sales, Strategic Planning, Valuation, Insurance, Management Consulting, Banking, Business Development, Business Planning, Mergers & Acquisitions, Investment Management, Fixed Annuities, Negotiation, Training, Mutual Funds, Financial Analysis, Securities, Market Research, Competitive Analysis, Recruiting, Executive Management, Investment Advisory, Investment Strategies, Retirement Planning, Commercial Real Estate, Budgets, Small Business, Alternative Investments, Wealth Management

Education
University of Pennsylvania - The Wharton School   2001 — 2002
CIMA, Certified Investment Management Analyst

College for Financial Planning   1981 — 1988
CFP, Financial Planning

Arizona State University College of Law   1972 — 1975
JD, Law

Arizona State University   1969 — 1971
MBA, Marketing

Arizona State University   1964 — 1969
BS, Mechanical Engineering & Marketing

Jodie M. Treeman, CFA Jodie M. Treeman, CFA Saint Louis, Missouri Details
Jodie M. Treeman, CFA's McKinley Capital Management Experience January 2010 - March 2012
Job Senior Analyst, Client Services Internal Control at A Fixed Income Institutional Asset Manager
Industry Financial Services
Experience
A Fixed Income Institutional Asset Manager   March 2012 - Present
McKinley Capital Management   January 2010 - March 2012
McKinley Capital Management   April 2008 - February 2010
McKinley Capital Management   November 2005 - April 2008

Skills
Portfolio Construction, Risk Management, Visual Basic, Bloomberg, Equities, Factset

Education
Alaska Pacific University   2003 — 2005
MBA, Global Finance

Oklahoma State University   1997 — 2002
BS, Physics

Oklahoma School of Science and Mathematics   1995 — 1997
Diploma

Mark Rosier Mark Rosier Anchorage, Alaska Area Details
Mark Rosier's McKinley Capital Management Experience August 2004 - April 2011
Job
Industry Financial Services
Experience
State of Alaska  May 2011 - Present
McKinley Capital Management   August 2004 - April 2011

Education
University of Michigan   1998 — 2002

Collegio del Mondo Unito dell'Adriatico   1995 — 1997
IB, IB

Carl Ciochon Carl Ciochon San Francisco Bay Area Details
Carl Ciochon's McKinley Capital Management Experience 2001 - 2004
Job Litigator, Wendel, Rosen, Black & Dean LLP
Industry Law Practice
Experience
Wendel, Rosen, Black & Dean LLP   March 2007 - Present
McKinley Capital Management   2001 - 2004
Shartsis Friese LLP  1996 - 2001
Heller Ehrman  1993 - 1996
U.S. District Court, District of Arizona   August 1992 - August 1993

Skills
Commercial Litigation, Business Litigation, Litigation, Civil Litigation, Real Estate Litigation, Investment Fund...

Education
University of California, Hastings College of the Law   1989 — 1992

University of California, Los Angeles   1983 — 1988
BA in History, cum laude

Elias Krauklis Elias Krauklis New York, New York Details
Elias Krauklis's McKinley Capital Management Experience January 2010 - April 2013
Job Vice President at Barclays Capital
Industry Investment Banking
Experience
Barclays  April 2013 - Present
McKinley Capital Management   January 2010 - April 2013
NCR  December 2006 - August 2008
CQS  June 2006 - August 2006

Skills
VBA, Quantitative Finance, SAS, Equities, Risk Management, Investments, C++, Matlab, Financial Modeling, R, Microsoft Excel, Statistics, SQL, Financial Analysis, Microsoft Office, Portfolio Optimization

Education
Georgia Institute of Technology
Bachelor of Science, Mechanical Engineering

Georgia Institute of Technology
Master of Science, Quantitative and Computational Finance

Forrest Badgley, CFA Forrest Badgley, CFA Greater Chicago Area Details
Forrest Badgley, CFA's McKinley Capital Management Experience
Job Portfolio Manager at McKinley Capital Management
Industry Investment Management
Experience
McKinley Capital Management  

Skills
Alternative Investments, Hedge Funds, Equities, Financial Analysis, Investment Management, Financial Markets, Equity Research Analysis, Asset Allocation, Securities, Trading, Asset Management, Portfolio Management, Equity Research, Capital Markets, Fixed Income, Bloomberg

Education
Northwestern University - Kellogg School of Management   1998 — 2001

Dartmouth College   1989 — 1993
B.A., Philosophy

St. George's School   1988 — 1989

Edward (Ted) Keller Edward (Ted) Keller Greater New York City Area Details
Edward (Ted) Keller's McKinley Capital Management Experience June 2007 - August 2007
Job Analyst at Sigma Capital
Industry Financial Services
Experience
Sigma Capital  March 2013 - Present
Sanford C. Bernstein  January 2012 - March 2013
Sanford C. Bernstein  May 2010 - December 2011
Jefferies & Company  July 2009 - April 2010
Lehman Brothers  June 2008 - August 2008
McKinley Capital Management   June 2007 - August 2007

Skills
Financial Modeling, Financial Markets, Corporate Finance, Financial Analysis

Education
University of Pennsylvania - The Wharton School   2005 — 2009

The Lawrenceville School   2002 — 2005

Clark Bihag Clark Bihag Anchorage, Alaska Details
Clark Bihag's McKinley Capital Management Experience December 2007 - February 2015
Job Business Opportunity Specialist at U.S. Small Business Administration (SBA)
Industry Government Administration
Experience
U.S. Small Business Administration (SBA)   March 2015 - Present
McKinley Capital Management   December 2007 - February 2015
United States Air Force  March 2000 - October 2007

Education
University of Alaska Anchorage   2009 — 2012
Master, Business Administration

University of Hawaii at Hilo
Bachelor, Business Administration

Alex Slivka Alex Slivka Anchorage, Alaska Area Details
Alex Slivka's McKinley Capital Management Experience March 1997 - Present
Job President Elect at Anchorage Rotary Club
Industry Investment Management
Experience
Anchorage Rotary Club   May 2005 - Present
McKinley Capital Management   March 1997 - Present
McKinley Capital Management   March 1997 - December 2004
Pacific Northern Academy  2000 - 2004
National Securities  1989 - 1997

Education
Brown University   1978 — 1982
B. A., Economics

Meloni Lee Meloni Lee Anchorage, Alaska Area Details
Meloni Lee's McKinley Capital Management Experience 2006 - Present
Job Marketing & Client Service at McKinley Capital Management
Industry Investment Management
Experience
McKinley Capital Management   2006 - Present

Education
Seattle Pacific University   1998 — 2002

Michael Prince, CFA Michael Prince, CFA Vancouver, Canada Area Details
Michael Prince, CFA's McKinley Capital Management Experience February 2005 - May 2009
Job Account Manager, Buyside at FINCAD
Industry Financial Services
Experience
FINCAD  February 2012 - Present
Fortress Financial Consulting   June 2009 - February 2012
McKinley Capital Management   February 2005 - May 2009
University of Chicago  September 2003 - December 2004
HSBC Securities (USA) Inc   August 2003 - December 2004
Cundill Investment Advisors   January 1998 - January 2001
Daiwa Securities Co. Ltd   January 1989 - January 1998
Daiwa Securities Canada Ltd   June 1986 - February 1989

Skills
Hedge Funds, Derivatives, Institutional Sales, Building Relationships, Quantitative Finance

Education
The University of Chicago   2002 — 2003
Master of Science, Financial Mathematics 2002

York University   1984 — 1986
Master, Business Administration

University of Toronto   1980 — 1984
Bachelor of Arts, Economics Specialist Program

The University of British Columbia
Coursework, Computer Science and Mathematics

Miles Wixon Miles Wixon Greater New York City Area Details
Miles Wixon's McKinley Capital Management Experience December 2009 - Present
Job
Industry Investment Management
Experience
McKinley Capital Management   December 2009 - Present
Oppenheimer Capital  2006 - 2009
Rockefeller & Co., Inc.   2000 - 2006
Nikko Citigroup  1996 - 2000

Education
Columbia University - School of International and Public Affairs   1994 — 1996

University of Wisconsin-Madison   1990 — 1994

Nanzan University   1992 — 1993

Irene Niemeier Irene Niemeier Santa Fe, New Mexico Area Details
Irene Niemeier's McKinley Capital Management Experience August 1999 - February 2001
Job Director, Consultant Relations at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors  May 2001 - June 2013
McKinley Capital Management   August 1999 - February 2001
DeMarche Associates Inc  September 1997 - August 1999
Boatmen's Trust Company  April 1992 - August 1997
Washington University  January 1990 - April 1992
Centerre National Bank/Boatmen's Bank   April 1981 - January 1990

Skills
New Business Development, Hold Series 7, Marketing Strategy, Marketing Communications, Sales, Financial Markets, Program Management, Product Marketing, Strategy, Financial Services, Asset Allocation, Fundraising, Relationship Management, Strategic Planning, Institutional..., Wealth Management

Education
University of Cincinnati
BA and BS, English and Secondary Education

University of Cincinnati
M.B.A, Finance and Marketing

Brandon Rinner Brandon Rinner Anchorage, Alaska Area Details
Brandon Rinner's McKinley Capital Management Experience January 1998 - Present
Job Portfolio Manager at McKinley Capital Management
Industry Investment Management
Experience
McKinley Capital Management   January 1998 - Present

Education
University of Alaska Anchorage   1993 — 1997
BS, Mathematics

Kerrie Wiltrout Kerrie Wiltrout Anchorage, Alaska Area Details
Kerrie Wiltrout's McKinley Capital Management Experience December 2012 - Present
Job Legal Administrator at McKinley Capital Management
Industry Investment Management
Experience
McKinley Capital Management   December 2012 - Present
McKinley Capital Management   June 2006 - December 2012
McKinley Capital Management   August 2001 - July 2005

Education
Brigham Young University
Bachelor's of Science, Business Management, Finance, Marketing

Jon Schiff Jon Schiff Chicago, Illinois Details
Jon Schiff's McKinley Capital Management Experience 2012 - 2013
Job Owner at Real Good Juice Co.
Industry Restaurants
Experience
Real Good Juice Co.   August 2013 - Present
McKinley Capital Management   2012 - 2013
Level Global Investors  2006 - 2010
Amaranth  2006 - 2006
Morgan Stanley  2004 - 2006
AmeriCorps VISTA  2003 - 2004

Skills
Trading, Investments

Education
Union College   1998 — 2002
Bachelor, History

New Trier High School   1994 — 1998

Esther Wang Esther Wang San Francisco Bay Area Details
Esther Wang's McKinley Capital Management Experience June 2008 - August 2008
Job Senior Analyst at Metlife Investments
Industry Financial Services
Experience
Metlife Investments  July 2010 - May 2013
Towers Watson  May 2009 - August 2009
McKinley Capital Management   June 2008 - August 2008
Conviva  February 2008 - May 2008

Skills
Financial Modeling, Valuation, Data Analysis, Analytics, Financial Analysis, Business Strategy, Bloomberg, Corporate Finance, Economics, Strategy, Investment Management, Equities, Fixed Income Analysis

Education
University of Pennsylvania - The Wharton School   2006 — 2010
BSE

Nova High School   2002 — 2006

University of Pennsylvania

David Burdick David Burdick Anchorage, Alaska Area Details
David Burdick's McKinley Capital Management Experience
Job Director of Information Systems/Data Management at McKinley Capital Management
Industry Investment Management
Experience
McKinley Capital Management  

Skills
Business Analysis, Contract Negotiation, Databases, Equities, Microsoft SQL Server, Project Management, SQL, Troubleshooting, Team Building

Education
University of Alaska Anchorage   1988 — 2000
Bachelor of Computer Science, Computer Science

Donald Ballard Donald Ballard Cleveland/Akron, Ohio Area Details
Donald Ballard's McKinley Capital Management Experience August 2008 - May 2010
Job Analyst at The Goodyear Tire & Rubber Company
Industry Financial Services
Experience
The Goodyear Tire & Rubber Company  September 2012 - Present
GOJO Industries  April 2012 - Present
The Goodyear Tire & Rubber Company  2012 - 2013
Kent State University  August 2010 - December 2011
Foiltek   January 2011 - September 2011
McKinley Capital Management   August 2008 - May 2010

Skills
PowerPoint, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Social Media, SPSS, Teaching, Editing, Higher Education, Facebook, Critical Thinking, Time Management, Teamwork, SAS programming, SQL, Process Modeling, Time Study

Education
Kent State University   2010 — 2011
Master of Arts (MA), Economics

University of Alaska Anchorage   2005 — 2008
Bachelor of Business Administration (BBA), Economics

Jonathan Samorajski Jonathan Samorajski Greater New York City Area Details
Jonathan Samorajski's McKinley Capital Management Experience June 2012 - July 2012
Job National Promotions Manager at AnheuserBusch InBev
Industry Consumer Goods
Experience
Anheuser-Busch InBev  January 2015 - Present
Anheuser-Busch InBev  October 2013 - January 2015
Anheuser-Busch InBev  May 2013 - October 2013
Anheuser-Busch InBev  July 2012 - May 2013
McKinley Capital Management   June 2012 - July 2012
Princeton First Aid & Rescue Squad  September 2009 - February 2012
Robert Wood Johnson Foundation  June 2011 - August 2011
Crestline Investors, Inc.   June 2010 - August 2010
McKinley Capital Management   June 2008 - August 2008

Skills
Java, C, R, Microsoft Office, Prezi, VBA, Bloomberg, SQL, Python

Education
Princeton University   2008 — 2012
AB, Mathematics

Portsmouth Abbey School   2004 — 2008

Melody Fuller Melody Fuller Greater Denver Area Details
Melody Fuller's McKinley Capital Management Experience November 2005 - November 2011
Job Accounts Receivable Rep at Staples
Industry Financial Services
Experience
E & H Integrated Systems   February 2012 - February 2013
McKinley Capital Management   November 2005 - November 2011

Education
Charter College-Anchorage   2008 — 2010
Associate's Degree, Accounting

Daniel Grondahl Daniel Grondahl Anchorage, Alaska Area Details
Daniel Grondahl's McKinley Capital Management Experience August 2012 - Present
Job CIPM Canidate
Industry Investment Management
Experience
McKinley Capital Management   August 2012 - Present
McKinley Capital Management   May 2012 - August 2012
Safeway  February 2009 - May 2012

Skills
Food Service, Food Safety, Food, Inventory Management, Merchandising, Inventory Control, Customer Service, Cooking, Retail, HACCP, Cashiering, Microsoft Excel, Written & Oral..., Team-oriented, Microsoft Office, Bloomberg Terminal, Pricing, Teamwork, Grocery, Sales

Education
University of Alaska Fairbanks   2007 — 2012
Bachelor of Business Administration (BBA), Finance, General

Bryan Wheatly, CFA Bryan Wheatly, CFA New York, New York Details
Bryan Wheatly, CFA's McKinley Capital Management Experience November 2009 - Present
Job Analyst at McKinley Capital Management
Industry Investment Management
Experience
McKinley Capital Management   November 2009 - Present
IHS Herold  February 2008 - November 2009
IHS Herold  September 2006 - February 2008

Skills
Bloomberg, Microsoft Excel, PowerPoint, APT, Moxy, APX

Education
Gettysburg College   2002 — 2006
Bachelor of Arts (B.A.), Economics

GRANT MCGREGOR GRANT MCGREGOR Anchorage, Alaska Details
GRANT MCGREGOR's McKinley Capital Management Experience January 2011 - Present
Job Portfolio Assistant at McKinley Capital Management
Industry Financial Services
Experience
McKinley Capital Management   January 2011 - Present

Education
University of Alaska Fairbanks   2009 — 2010
Master of Business Administration (M.B.A.)

University of Alaska Fairbanks   2005 — 2009
Bachelor of Business Administration (BBA), Capital markets

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