Wasatch Advisors
Industry: Company
DescriptionFounder: Samuel Spencer Stewart Jr. Founded: 1975FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportWasatch AdvisorsWebsiteDirections Saved (0) Saved Save Financial planner in Salt Lake City, Utah Address: 505 Wakara Way, Salt Lake City, UT 84108 Phone: (801) 533-0777Category: : : : Website: : Hours: : Place name: : Website: https://secure.wasatchfunds.com/ Category: Financial Planner 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 Wasatch Advisors Posting publicly on the Web Write a review Reviews Be the first to review
Wasatch Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wasatch Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Wasatch Advisors Employees
Employee
Years
Job
Industry
Christopher Ellis, CFA Christopher Ellis, CFA's Wasatch Advisors Experience May 2006 - July 2006
Job Investment Officer at CalSTRS
Industry Investment Management
Experience
CalSTRS January 2012 - Present
Silver Fund August 2010 - April 2011
Beneficial Financial Group May 2010 - August 2010
American Express November 2007 - August 2009
American Express October 2006 - November 2007
Wasatch Advisors May 2006 - July 2006
Novell May 2005 - January 2006
Auto Meter Products April 2005 - August 2005
Skills
Portfolio Management, Private Equity, Financial Analysis, Investments, Financial Modeling, Investment Management, Due Diligence, Analysis, Investment Banking, Chartered Financial..., Finance, Leadership, Valuation, Bloomberg, Management
Education
Brigham Young University 2009 — 2011
MBA
University of Utah 2008 — 2009
Brigham Young University 2004 — 2006
Bachelor of Science in Business
CalSTRS January 2012 - Present
Silver Fund August 2010 - April 2011
Beneficial Financial Group May 2010 - August 2010
American Express November 2007 - August 2009
American Express October 2006 - November 2007
Wasatch Advisors May 2006 - July 2006
Novell May 2005 - January 2006
Auto Meter Products April 2005 - August 2005
Skills
Portfolio Management, Private Equity, Financial Analysis, Investments, Financial Modeling, Investment Management, Due Diligence, Analysis, Investment Banking, Chartered Financial..., Finance, Leadership, Valuation, Bloomberg, Management
Education
Brigham Young University 2009 — 2011
MBA
University of Utah 2008 — 2009
Brigham Young University 2004 — 2006
Bachelor of Science in Business
Brandon McGrath Brandon McGrath's Wasatch Advisors Experience September 2011 - July 2012
Job District Finance Manager: Gulf Coast Enterprise & Partner Group at Microsoft
Industry Information Technology and Services
Experience
Microsoft October 2014 - Present
Microsoft July 2013 - October 2014
Microsoft July 2012 - July 2013
Wasatch Advisors September 2011 - July 2012
Graduate Leverage July 2010 - May 2011
Office of the Comptroller of the Currency July 2007 - July 2010
Skills
Risk Management, Financial Analysis, Financial Modeling, Sales, Sales Presentations, IT Solutions, Enterprise Technology..., Enterprise Solution..., Asset Management, Finance, Marketing, Microsoft Excel, Equities, Strategic Planning, Access, Investments, Leadership, Entrepreneurship, Business Process, Management, Banking, Analysis, Financial Services, Business Analysis
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
MBA, Finance
University of Colorado Boulder - Leeds School of Business 2005 — 2007
BS in Business Administration, Finance and International Business
Rockhurst University 2003 — 2005
Microsoft October 2014 - Present
Microsoft July 2013 - October 2014
Microsoft July 2012 - July 2013
Wasatch Advisors September 2011 - July 2012
Graduate Leverage July 2010 - May 2011
Office of the Comptroller of the Currency July 2007 - July 2010
Skills
Risk Management, Financial Analysis, Financial Modeling, Sales, Sales Presentations, IT Solutions, Enterprise Technology..., Enterprise Solution..., Asset Management, Finance, Marketing, Microsoft Excel, Equities, Strategic Planning, Access, Investments, Leadership, Entrepreneurship, Business Process, Management, Banking, Analysis, Financial Services, Business Analysis
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
MBA, Finance
University of Colorado Boulder - Leeds School of Business 2005 — 2007
BS in Business Administration, Finance and International Business
Rockhurst University 2003 — 2005
Jack Strong Jack Strong's Wasatch Advisors Experience September 2011 - October 2013
Job Account Manager at Clearwater Analytics
Industry Financial Services
Experience
Clearwater Analytics July 2014 - Present
Wasatch Advisors September 2011 - October 2013
Boeing Company May 2010 - August 2010
Valice Inc May 2009 - August 2009
Skills
Financial Analysis, Analysis, Finance, Strategy, Microsoft Excel, Marketing, Account Reconciliation, Teamwork, Accounts Payable, Accounts Receivable, Managerial Finance, Financial Accounting, QuickBooks, Financial Statements, Procurement, Data Analysis, Marketing Communications, Time Management
Education
University of Idaho 2007 — 2011
Bachelor of Science (B.S.), Finance, 3.7 GPA
University of Idaho 2007 — 2011
Bachelor of Science (B.S.), Finance
Clearwater Analytics July 2014 - Present
Wasatch Advisors September 2011 - October 2013
Boeing Company May 2010 - August 2010
Valice Inc May 2009 - August 2009
Skills
Financial Analysis, Analysis, Finance, Strategy, Microsoft Excel, Marketing, Account Reconciliation, Teamwork, Accounts Payable, Accounts Receivable, Managerial Finance, Financial Accounting, QuickBooks, Financial Statements, Procurement, Data Analysis, Marketing Communications, Time Management
Education
University of Idaho 2007 — 2011
Bachelor of Science (B.S.), Finance, 3.7 GPA
University of Idaho 2007 — 2011
Bachelor of Science (B.S.), Finance
Benjamin Bergeson Benjamin Bergeson's Wasatch Advisors Experience August 2015 - Present
Job IT Technician at Wasatch Advisors
Industry Computer Hardware
Experience
Wasatch Advisors August 2015 - Present
EchoStar Corporation June 2015 - August 2015
Wasatch Advisors June 2014 - May 2015
Casper's Ice Cream, Inc June 2009 - August 2011
Skills
Windows, Electronics, Active Directory, VBA, JavaScript, C++, Computer Repair, Research
Education
Brigham Young University 2014 — 2017
Bachelor of Science, Computer Engineering, 3.83
Wasatch Advisors August 2015 - Present
EchoStar Corporation June 2015 - August 2015
Wasatch Advisors June 2014 - May 2015
Casper's Ice Cream, Inc June 2009 - August 2011
Skills
Windows, Electronics, Active Directory, VBA, JavaScript, C++, Computer Repair, Research
Education
Brigham Young University 2014 — 2017
Bachelor of Science, Computer Engineering, 3.83
Daniel J Smith Daniel J Smith's Wasatch Advisors Experience August 2015 - Present
Job Equity Research Intern at Wasatch Advisors
Industry Accounting
Experience
Wasatch Advisors August 2015 - Present
EY June 2015 - August 2015
ProMazo October 2014 - January 2015
Reckers Café September 2012 - November 2014
Colorado Enterprise Fund May 2014 - July 2014
Moonstone Hotel Properties June 2013 - August 2013
The North Face May 2012 - August 2013
Oregon Golf Association May 2011 - August 2012
Salem Art Association July 2010 - July 2011
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting, Junior
John Cabot University 2015 — 2015
Study Abroad
Blanchet Catholic High School 2008 — 2012
High School Diploma
Wasatch Advisors August 2015 - Present
EY June 2015 - August 2015
ProMazo October 2014 - January 2015
Reckers Café September 2012 - November 2014
Colorado Enterprise Fund May 2014 - July 2014
Moonstone Hotel Properties June 2013 - August 2013
The North Face May 2012 - August 2013
Oregon Golf Association May 2011 - August 2012
Salem Art Association July 2010 - July 2011
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting, Junior
John Cabot University 2015 — 2015
Study Abroad
Blanchet Catholic High School 2008 — 2012
High School Diploma
Steven Biringer Steven Biringer's Wasatch Advisors Experience June 2012 - August 2012
Job Associate at Sorenson Capital Partners
Industry Venture Capital & Private Equity
Experience
Sorenson Capital Partners July 2015 - Present
L.E.K. Consulting September 2013 - July 2015
HireVue April 2011 - May 2013
Wasatch Advisors June 2012 - August 2012
Independent Consultant August 2011 - April 2012
VITA Lab (IRS) January 2011 - April 2012
The Church of Jesus Christ of Latter-Day Saints May 2007 - May 2009
Transition (recording artist and touring music group) May 2004 - September 2006
Skills
Leadership, Private Equity, Financial Modeling, Management Consulting, Business Strategy, Accounting, Training, Microsoft Excel, QuickBooks, Management, Finance, Salesforce.com, Access, Customer Service, Microsoft Word, Business Intelligence, Event Planning, Marketing Strategy, Due Diligence, Excel, SaaS, Financial Analysis, Data Analysis, Competitive Analysis, Spanish, Strategy, Entrepreneurship, Mergers
Education
Brigham Young University 2011 — 2013
Bachelor of Science (B.S.), Accounting, 4.0
Brigham Young University - Idaho 2009 — 2010
Bachelor of Science (B.S.), Double Major Accounting/Finance, 3.98
Duquesne University 2003 — 2004
Music Technology, Jazz Guitar, Music
Sorenson Capital Partners July 2015 - Present
L.E.K. Consulting September 2013 - July 2015
HireVue April 2011 - May 2013
Wasatch Advisors June 2012 - August 2012
Independent Consultant August 2011 - April 2012
VITA Lab (IRS) January 2011 - April 2012
The Church of Jesus Christ of Latter-Day Saints May 2007 - May 2009
Transition (recording artist and touring music group) May 2004 - September 2006
Skills
Leadership, Private Equity, Financial Modeling, Management Consulting, Business Strategy, Accounting, Training, Microsoft Excel, QuickBooks, Management, Finance, Salesforce.com, Access, Customer Service, Microsoft Word, Business Intelligence, Event Planning, Marketing Strategy, Due Diligence, Excel, SaaS, Financial Analysis, Data Analysis, Competitive Analysis, Spanish, Strategy, Entrepreneurship, Mergers
Education
Brigham Young University 2011 — 2013
Bachelor of Science (B.S.), Accounting, 4.0
Brigham Young University - Idaho 2009 — 2010
Bachelor of Science (B.S.), Double Major Accounting/Finance, 3.98
Duquesne University 2003 — 2004
Music Technology, Jazz Guitar, Music
Russ Tanner Russ Tanner's Wasatch Advisors Experience March 2006 - August 2006
Job Hispanic Market Director at Jamberry Nails
Industry Human Resources
Experience
Jamberry Nails January 2014 - March 2015
Jamberry Nails January 2012 - July 2014
Jamberry Nails September 2012 - January 2014
MicroDreams February 2009 - February 2011
FBI February 2008 - January 2009
TOMS August 2007 - September 2007
Extra Space Storage May 2007 - August 2007
Wasatch Advisors March 2006 - August 2006
Eagle Condor Humanitarian April 2005 - March 2006
Cause for Hope May 2003 - June 2003
Skills
Social Entrepreneurship, Microfinance, Youth Mentoring, Project Management, Non-profits, International..., Financial Modeling, Financial Analysis, Strategic Planning, Due Diligence, Business Planning, Business Strategy, Spanish, Entrepreneurship, Nonprofits, Training, Business Development, Forecasting, Public Speaking, Budgets, Cross-functional Team..., Management, Market Research, Leadership, Finance, Marketing, Leadership Development, Strategy, Human Resources, Fundraising, Organizational..., Analytics, Analysis, Management Consulting, Start-ups, Consulting, Government, Social Impact
Education
Brigham Young University 2006 — 2008
MBA, Business Administration, 3.78
Brigham Young University 1999 — 2004
BA, Spanish Translation, 3.8
Jamberry Nails January 2014 - March 2015
Jamberry Nails January 2012 - July 2014
Jamberry Nails September 2012 - January 2014
MicroDreams February 2009 - February 2011
FBI February 2008 - January 2009
TOMS August 2007 - September 2007
Extra Space Storage May 2007 - August 2007
Wasatch Advisors March 2006 - August 2006
Eagle Condor Humanitarian April 2005 - March 2006
Cause for Hope May 2003 - June 2003
Skills
Social Entrepreneurship, Microfinance, Youth Mentoring, Project Management, Non-profits, International..., Financial Modeling, Financial Analysis, Strategic Planning, Due Diligence, Business Planning, Business Strategy, Spanish, Entrepreneurship, Nonprofits, Training, Business Development, Forecasting, Public Speaking, Budgets, Cross-functional Team..., Management, Market Research, Leadership, Finance, Marketing, Leadership Development, Strategy, Human Resources, Fundraising, Organizational..., Analytics, Analysis, Management Consulting, Start-ups, Consulting, Government, Social Impact
Education
Brigham Young University 2006 — 2008
MBA, Business Administration, 3.78
Brigham Young University 1999 — 2004
BA, Spanish Translation, 3.8
Anh Hoang Anh Hoang's Wasatch Advisors Experience May 2012 - Present
Job Research Analyst at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors May 2012 - Present
Global Financial Advisors January 2010 - April 2012
Goldman Sachs June 2011 - August 2011
Beneficial Life Insurance September 2010 - December 2010
Craig Baugh's State Farm Insurance Agency April 2010 - December 2010
Guest Services (BYU) November 2009 - December 2010
Associated Student Council (ASC), Student Leadership September 2008 - June 2009
Vietnamese Student Association September 2008 - June 2009
College Activities Board, Student Leadership September 2007 - June 2008
Skills
Microsoft Excel, VBA, Financial Modeling, Financial Statement..., Bloomberg, Equity Valuation, Vietnamese, Customer Service, Outlook, Access, Photoshop, Illustrator
Education
Marriott School of Management, Brigham Young University 2009 — 2012
Bachelor's degree, Finance, 3.88
Seattle Central Community College 2007 — 2009
Associate of Arts, Business, 3.98
Wasatch Advisors May 2012 - Present
Global Financial Advisors January 2010 - April 2012
Goldman Sachs June 2011 - August 2011
Beneficial Life Insurance September 2010 - December 2010
Craig Baugh's State Farm Insurance Agency April 2010 - December 2010
Guest Services (BYU) November 2009 - December 2010
Associated Student Council (ASC), Student Leadership September 2008 - June 2009
Vietnamese Student Association September 2008 - June 2009
College Activities Board, Student Leadership September 2007 - June 2008
Skills
Microsoft Excel, VBA, Financial Modeling, Financial Statement..., Bloomberg, Equity Valuation, Vietnamese, Customer Service, Outlook, Access, Photoshop, Illustrator
Education
Marriott School of Management, Brigham Young University 2009 — 2012
Bachelor's degree, Finance, 3.88
Seattle Central Community College 2007 — 2009
Associate of Arts, Business, 3.98
Jacy Jacobson, PHR Jacy Jacobson, PHR's Wasatch Advisors Experience April 2005 - September 2011
Job Vice President, Human Resources at Henriksen Butler
Industry Design
Experience
Henriksen Butler April 2015 - Present
Western Governors University September 2013 - April 2015
Leucadia National Corporation September 2011 - September 2013
Wasatch Advisors April 2005 - September 2011
Maxim Healthcare Services September 2004 - April 2005
Skills
Employee Relations, Recruiting, Talent Acquisition, Talent Management, Human Resources, Performance Management, Applicant Tracking..., Technical Recruiting, Employee Benefits, HRIS, Sourcing, Strategic Planning, Employee Engagement, Onboarding, Executive Search, Benefits Administration, College Recruiting, Benefits Negotiation, Temporary Placement, Internet Recruiting, Personnel Management, Hiring, Workforce Planning
Education
University of Nevada Las Vegas Lee Business School 2000 — 2003
BS. Business Management, Marketing
Henriksen Butler April 2015 - Present
Western Governors University September 2013 - April 2015
Leucadia National Corporation September 2011 - September 2013
Wasatch Advisors April 2005 - September 2011
Maxim Healthcare Services September 2004 - April 2005
Skills
Employee Relations, Recruiting, Talent Acquisition, Talent Management, Human Resources, Performance Management, Applicant Tracking..., Technical Recruiting, Employee Benefits, HRIS, Sourcing, Strategic Planning, Employee Engagement, Onboarding, Executive Search, Benefits Administration, College Recruiting, Benefits Negotiation, Temporary Placement, Internet Recruiting, Personnel Management, Hiring, Workforce Planning
Education
University of Nevada Las Vegas Lee Business School 2000 — 2003
BS. Business Management, Marketing
Aaron New Aaron New's Wasatch Advisors Experience January 2014 - Present
Job Junior Equity Analyst at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors January 2014 - Present
Brigham Young University January 2013 - December 2013
J.P. Morgan Asset Management May 2013 - August 2013
Global Financial Advisors August 2011 - May 2013
Westwood Global Investmeents May 2012 - August 2012
Lift International January 2011 - April 2011
CGCC January 2010 - December 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Data Analysis, Mandarin, Bloomberg, PowerPoint, Research, Equity Research, Bloomberg Terminal, Equities
Education
Brigham Young University 2011 — 2013
Bachelor of Science, Accounting
Chandler/Gilbert Community College 2009 — 2010
Associate of Business, Finance and Accounting
Wasatch Advisors January 2014 - Present
Brigham Young University January 2013 - December 2013
J.P. Morgan Asset Management May 2013 - August 2013
Global Financial Advisors August 2011 - May 2013
Westwood Global Investmeents May 2012 - August 2012
Lift International January 2011 - April 2011
CGCC January 2010 - December 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Data Analysis, Mandarin, Bloomberg, PowerPoint, Research, Equity Research, Bloomberg Terminal, Equities
Education
Brigham Young University 2011 — 2013
Bachelor of Science, Accounting
Chandler/Gilbert Community College 2009 — 2010
Associate of Business, Finance and Accounting
Mick Rasmussen Mick Rasmussen's Wasatch Advisors Experience July 2014 - Present
Job Quantitative Research Analyst at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors July 2014 - Present
Cincinnati Financial Corporation May 2013 - July 2013
eBay June 2012 - August 2012
Moreton & Company August 2009 - February 2010
Skills
SaaS, Microsoft Word, PowerPoint, Social Media Marketing, Social Media, Microsoft Excel, PMO, Project Management, Marketing, Microsoft Office, Public Speaking, Leadership, Sales, Team Leadership, Financial Analysis, Data Analysis
Education
University of Southern California 2010 — 2014
Bachelor of Business Administration (B.B.A.)
Wasatch Advisors July 2014 - Present
Cincinnati Financial Corporation May 2013 - July 2013
eBay June 2012 - August 2012
Moreton & Company August 2009 - February 2010
Skills
SaaS, Microsoft Word, PowerPoint, Social Media Marketing, Social Media, Microsoft Excel, PMO, Project Management, Marketing, Microsoft Office, Public Speaking, Leadership, Sales, Team Leadership, Financial Analysis, Data Analysis
Education
University of Southern California 2010 — 2014
Bachelor of Business Administration (B.B.A.)
Bob Ciura Bob Ciura's Wasatch Advisors Experience June 2011 - August 2011
Job Independent Equity Research Analyst
Industry Investment Management
Experience
Wyatt Investment Research April 2015 - Present
Seeking Alpha August 2014 - Present
The Motley Fool December 2012 - September 2015
Wasatch Advisors June 2011 - August 2011
Neuma, Inc. November 2007 - November 2009
Skills
Valuation, Investments, Portfolio Management, DCF, Equity Research, Due Diligence
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA, Investments
DePaul University 2003 — 2007
Bachelor of Science, Finance
Wyatt Investment Research April 2015 - Present
Seeking Alpha August 2014 - Present
The Motley Fool December 2012 - September 2015
Wasatch Advisors June 2011 - August 2011
Neuma, Inc. November 2007 - November 2009
Skills
Valuation, Investments, Portfolio Management, DCF, Equity Research, Due Diligence
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA, Investments
DePaul University 2003 — 2007
Bachelor of Science, Finance
Chris Kelley's Wasatch Advisors Experience March 2015 - Present
Job International Securities Trader at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors March 2015 - Present
Harvard Management Company November 2013 - January 2015
Pyramis Global Advisors March 2009 - October 2013
The Boston Company Asset Management, LLC August 2007 - January 2009
Skills
Hedge Funds, Series 7, Fixed Income, Alternative Investments, Series 63, Asset Management, Portfolio Management, Mutual Funds, Options, Derivatives, Equities, ETFs, Equity Research, Equity Trading, FINRA
Education
Boston University Graduate School of Management 2011 — 2012
Master of Science, Investment Management
Bridgewater State College
Bachelor of Science, Economics
Wasatch Advisors March 2015 - Present
Harvard Management Company November 2013 - January 2015
Pyramis Global Advisors March 2009 - October 2013
The Boston Company Asset Management, LLC August 2007 - January 2009
Skills
Hedge Funds, Series 7, Fixed Income, Alternative Investments, Series 63, Asset Management, Portfolio Management, Mutual Funds, Options, Derivatives, Equities, ETFs, Equity Research, Equity Trading, FINRA
Education
Boston University Graduate School of Management 2011 — 2012
Master of Science, Investment Management
Bridgewater State College
Bachelor of Science, Economics
Allison (Xin) He, CFA Allison (Xin) He, CFA's Wasatch Advisors Experience March 2013 - Present
Job Senior Research Analyst International Equities at Wasatch Advisors
Industry Investment Management
Experience
Wasatch Advisors March 2013 - Present
Skills
Investment Management, International Equities, Financial Analysis, Financial Modeling, Bloomberg, Quantitative Risk..., Equity Trading, Database Design, Programming Languages, Software Engineering, Portfolio Management, Asset Management, Valuation, Investments, Management, Hedge Funds, Finance, Capital Markets, Equity Research
Education
University of Utah 2000 — 2003
Masters, Computer Science, 3.98/4.00
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.)
Wasatch Advisors March 2013 - Present
Skills
Investment Management, International Equities, Financial Analysis, Financial Modeling, Bloomberg, Quantitative Risk..., Equity Trading, Database Design, Programming Languages, Software Engineering, Portfolio Management, Asset Management, Valuation, Investments, Management, Hedge Funds, Finance, Capital Markets, Equity Research
Education
University of Utah 2000 — 2003
Masters, Computer Science, 3.98/4.00
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.)
Cheryl Reich, MBA, PFP Cheryl Reich, MBA, PFP's Wasatch Advisors Experience October 2012 - Present
Job Compliance Associate at Wasatch Advisors
Industry Investment Management
Experience
Wasatch Advisors October 2012 - Present
Investment Planning Counsel Corp - DiBrina Sure Wealth Management November 2009 - August 2012
National Bank of Canada 2008 - 2009
Altamira Investment Services 2006 - 2009
Skills
Professional Financial..., Canadian Securities..., Branch Managers Course...
Education
Laurentian University/Université Laurentienne
Master of Business Administration (MBA), MBA
The University of Western Ontario
Bachelor's degree, Finance and Administration
Wasatch Advisors October 2012 - Present
Investment Planning Counsel Corp - DiBrina Sure Wealth Management November 2009 - August 2012
National Bank of Canada 2008 - 2009
Altamira Investment Services 2006 - 2009
Skills
Professional Financial..., Canadian Securities..., Branch Managers Course...
Education
Laurentian University/Université Laurentienne
Master of Business Administration (MBA), MBA
The University of Western Ontario
Bachelor's degree, Finance and Administration
Dane Willis's Wasatch Advisors Experience January 2005 - March 2009
Job Senior Product Manager at SwipeClock
Industry Internet
Experience
SwipeClock April 2015 - Present
Experticity October 2011 - April 2015
Morgan Stanley Smith Barney December 2010 - June 2011
Verity Ridge Investment Advisors August 2009 - December 2010
Wasatch Advisors January 2005 - March 2009
ABG Consultants July 2003 - November 2004
Alliance Benefit Group Rocky Mountain April 2001 - April 2004
Skills
Financial Modeling, Investments, Competitive Analysis, Analysis, Private Equity, Investment Management, Entrepreneurship
Education
Brigham Young University
BS, Business Management -- Finance
Viewmont High School
SwipeClock April 2015 - Present
Experticity October 2011 - April 2015
Morgan Stanley Smith Barney December 2010 - June 2011
Verity Ridge Investment Advisors August 2009 - December 2010
Wasatch Advisors January 2005 - March 2009
ABG Consultants July 2003 - November 2004
Alliance Benefit Group Rocky Mountain April 2001 - April 2004
Skills
Financial Modeling, Investments, Competitive Analysis, Analysis, Private Equity, Investment Management, Entrepreneurship
Education
Brigham Young University
BS, Business Management -- Finance
Viewmont High School
Billy Wang Billy Wang's Wasatch Advisors Experience May 2004 - July 2005
Job
Industry Management Consulting
Experience
Deloitte Consulting October 2013 - Present
RTPA LLC September 2008 - June 2011
Red Mountain Capital Partners September 2007 - June 2008
Goldman Sachs July 2005 - August 2007
Wasatch Advisors May 2004 - July 2005
Skills
Valuation, Equity Research, Equity Valuation, Management Consulting, Mergers & Acquisitions, Business Valuation, Private Equity, Strategic Planning, Strategy, Economic Research, Corporate Development, Entrepreneurship, Investment Banking, Equities, Telecommunications, Mobile Technology
Education
UCLA Anderson School of Management 2011 — 2013
Management, Media and Sports Entertainment, Management Consulting
The Hong Kong University of Science and Technology 2012 — 2012
University of Utah 2001 — 2005
BS, Chemistry
University of Utah - David Eccles School of Business 2001 — 2005
BS, Honors Finance
Deloitte Consulting October 2013 - Present
RTPA LLC September 2008 - June 2011
Red Mountain Capital Partners September 2007 - June 2008
Goldman Sachs July 2005 - August 2007
Wasatch Advisors May 2004 - July 2005
Skills
Valuation, Equity Research, Equity Valuation, Management Consulting, Mergers & Acquisitions, Business Valuation, Private Equity, Strategic Planning, Strategy, Economic Research, Corporate Development, Entrepreneurship, Investment Banking, Equities, Telecommunications, Mobile Technology
Education
UCLA Anderson School of Management 2011 — 2013
Management, Media and Sports Entertainment, Management Consulting
The Hong Kong University of Science and Technology 2012 — 2012
University of Utah 2001 — 2005
BS, Chemistry
University of Utah - David Eccles School of Business 2001 — 2005
BS, Honors Finance
Will West Will West's Wasatch Advisors Experience 1980 - 1985
Job CEO at SilverVue
Industry Information Technology and Services
Experience
SilverVue January 2014 - Present
Control4 October 2011 - December 2013
Control4 March 2003 - October 2011
iBAHN / STSN 1998 - 2003
PHAST 1995 - 1998
Procter & Gamble 1989 - 1991
FSLIC 1985 - 1986
Wasatch Advisors 1980 - 1985
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Business Administration
University of Utah 1982 — 1987
BA, Finance
CFA Institute
CFA
SilverVue January 2014 - Present
Control4 October 2011 - December 2013
Control4 March 2003 - October 2011
iBAHN / STSN 1998 - 2003
PHAST 1995 - 1998
Procter & Gamble 1989 - 1991
FSLIC 1985 - 1986
Wasatch Advisors 1980 - 1985
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Business Administration
University of Utah 1982 — 1987
BA, Finance
CFA Institute
CFA
Ben Rosenberg Ben Rosenberg's Wasatch Advisors Experience March 2011 - June 2011
Job Associate at Utilities International, Inc.
Industry Financial Services
Experience
Utilities International, Inc. February 2013 - Present
Epic July 2011 - February 2013
Wasatch Advisors March 2011 - June 2011
Aurora Investment Management LLC December 2006 - June 2008
Skills
Financial Modeling, Hedge Funds, Equities, Alternative Investments, VBA, Microsoft Excel, Investment Management, Mutual Funds, Project Management, DCF, Banking, Consulting, Management Consulting
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
MBA
The School of the Art Institute of Chicago 2009 — 2010
PBS
DePaul University 2003 — 2007
Honors BSc
Latin School of Chicago 1998 — 2003
Utilities International, Inc. February 2013 - Present
Epic July 2011 - February 2013
Wasatch Advisors March 2011 - June 2011
Aurora Investment Management LLC December 2006 - June 2008
Skills
Financial Modeling, Hedge Funds, Equities, Alternative Investments, VBA, Microsoft Excel, Investment Management, Mutual Funds, Project Management, DCF, Banking, Consulting, Management Consulting
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
MBA
The School of the Art Institute of Chicago 2009 — 2010
PBS
DePaul University 2003 — 2007
Honors BSc
Latin School of Chicago 1998 — 2003
J.B. Taylor Jr. J.B. Taylor Jr.'s Wasatch Advisors Experience March 1996 - Present
Job Portfolio Manager, Director at Wasatch Advisors
Industry Investment Management
Experience
Wasatch Advisors March 1996 - Present
Education
Stanford University 1991 — 1996
Bachelor of Science (B.S.), Industrial Engineering
Wasatch Advisors March 1996 - Present
Education
Stanford University 1991 — 1996
Bachelor of Science (B.S.), Industrial Engineering
Cory Ferguson's Wasatch Advisors Experience 2005 - 2008
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2009 - Present
Wasatch Advisors 2005 - 2008
Zions Bank 2003 - 2005
Education
Brigham Young University 2003 — 2005
Bachelor's of Communication
Goldman Sachs June 2009 - Present
Wasatch Advisors 2005 - 2008
Zions Bank 2003 - 2005
Education
Brigham Young University 2003 — 2005
Bachelor's of Communication
Benjamin Sain Benjamin Sain's Wasatch Advisors Experience April 2013 - Present
Job Research Analyst at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors April 2013 - Present
Global Financial Advisors January 2011 - August 2013
Westwood Global Investments January 2012 - March 2012
Beneficial Financial Group January 2011 - April 2011
The Church of Jesus Christ of Latter Day Saints August 2005 - August 2007
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Equity Research, Business Valuation, DCF, Equity Valuation, Equities, Investments, Microsoft Office
Education
Brigham Young University 2010 — 2013
Bachelor of Science, Business Management; Corporate Finance, 3.64
Wasatch Advisors April 2013 - Present
Global Financial Advisors January 2011 - August 2013
Westwood Global Investments January 2012 - March 2012
Beneficial Financial Group January 2011 - April 2011
The Church of Jesus Christ of Latter Day Saints August 2005 - August 2007
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Equity Research, Business Valuation, DCF, Equity Valuation, Equities, Investments, Microsoft Office
Education
Brigham Young University 2010 — 2013
Bachelor of Science, Business Management; Corporate Finance, 3.64
Jeffrey Barrus Jeffrey Barrus's Wasatch Advisors Experience August 2003 - January 2005
Job Principal Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments August 2011 - Present
Deal Pickle May 2009 - Present
Secure Alert May 2009 - August 2009
Brigham Young University March 2008 - April 2009
Wasatch Advisors August 2003 - January 2005
Skills
Java, Scala, Flex, Actionscript, PHP, SQL, XML, XSL, XSD, HTML, CSS, Javascript, Python, JavaScript, Linux, Web Development, ActionScript
Education
Brigham Young University 2004 — 2010
Bachelors, Computer Science
Fidelity Investments August 2011 - Present
Deal Pickle May 2009 - Present
Secure Alert May 2009 - August 2009
Brigham Young University March 2008 - April 2009
Wasatch Advisors August 2003 - January 2005
Skills
Java, Scala, Flex, Actionscript, PHP, SQL, XML, XSL, XSD, HTML, CSS, Javascript, Python, JavaScript, Linux, Web Development, ActionScript
Education
Brigham Young University 2004 — 2010
Bachelors, Computer Science
Dustin McCarty, AIF®'s Wasatch Advisors Experience June 2012 - Present
Job Vice President, Institutional Marketing at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors June 2012 - Present
Georgetown University's McDonough School of Business August 2010 - June 2012
Merrill Lynch June 2011 - August 2011
Wasatch Advisors July 2008 - August 2010
Omniture December 2007 - July 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Equities, Finance, Asset Managment, Corporate Finance, Investment Management, Business Development, Private Equity, Strategy, Risk Management, Emerging Markets, Mutual Funds, Alternative Investments, Due Diligence, Entrepreneurship, Business Strategy, Bloomberg, Asset Allocation, Marketing, Equity Valuation, Investment Strategies, Capital Markets, Derivatives, Equity Research, Portfolio Management, Securities, Corporate Development, Economics, Mergers & Acquisitions, Financial Services, Wealth Management
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance & Management
University of Utah - David Eccles School of Business 2003 — 2007
B.S., Business Administration/Finance
Wasatch Advisors June 2012 - Present
Georgetown University's McDonough School of Business August 2010 - June 2012
Merrill Lynch June 2011 - August 2011
Wasatch Advisors July 2008 - August 2010
Omniture December 2007 - July 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Equities, Finance, Asset Managment, Corporate Finance, Investment Management, Business Development, Private Equity, Strategy, Risk Management, Emerging Markets, Mutual Funds, Alternative Investments, Due Diligence, Entrepreneurship, Business Strategy, Bloomberg, Asset Allocation, Marketing, Equity Valuation, Investment Strategies, Capital Markets, Derivatives, Equity Research, Portfolio Management, Securities, Corporate Development, Economics, Mergers & Acquisitions, Financial Services, Wealth Management
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance & Management
University of Utah - David Eccles School of Business 2003 — 2007
B.S., Business Administration/Finance
Jordan Larsen Jordan Larsen's Wasatch Advisors Experience December 2006 - August 2007
Job Equity Research Analyst
Industry
Experience
Ensign Peak Advisors July 2015 - Present
Weitz Investment Management October 2007 - June 2011
Wasatch Advisors December 2006 - August 2007
Skills
Bloomberg, Investment Strategies, Asset Allocation, Equity Research, Quantitative Analytics, Alternative Investments, Mutual Funds, Asset Management, Investments, Valuation, Data Analysis
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Westminster College 2001 — 2007
BS, Finance, General
Ensign Peak Advisors July 2015 - Present
Weitz Investment Management October 2007 - June 2011
Wasatch Advisors December 2006 - August 2007
Skills
Bloomberg, Investment Strategies, Asset Allocation, Equity Research, Quantitative Analytics, Alternative Investments, Mutual Funds, Asset Management, Investments, Valuation, Data Analysis
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Westminster College 2001 — 2007
BS, Finance, General
Heidi Preuss Heidi Preuss's Wasatch Advisors Experience January 1990 - August 1997
Job Owner, Pegasus RE
Industry Real Estate
Experience
Pegasus RE Project ManagerLugh Networks IncMarch 2000 - July 2001
Wasatch Advisors January 1990 - August 1997
Education
University of Alberta 1986 — 1988
PhD, Accounting, Minor in Finance, Mathmatics
University of Utah - David Eccles School of Business 1981 — 1986
B.A., Finance
Pegasus RE Project ManagerLugh Networks IncMarch 2000 - July 2001
Wasatch Advisors January 1990 - August 1997
Education
University of Alberta 1986 — 1988
PhD, Accounting, Minor in Finance, Mathmatics
University of Utah - David Eccles School of Business 1981 — 1986
B.A., Finance
Dwight Ricks Dwight Ricks's Wasatch Advisors Experience February 1996 - July 2008
Job IT Director seeking new opportunities to manage networks and infrastructure
Industry Information Technology and Services
Experience
Castle & Cooke Mortgage, LLC February 2010 - April 2015
UMB Fund Services July 2008 - February 2010
Wasatch Advisors February 1996 - July 2008
Skills
IT Strategy, VMware, Hyper-V, Servers, Virtualization, SANs, Microsoft Exchange, Virtual Servers, Backup & Recovery..., NAS, Active Directory, Group Policy, Management, Network Administration, SQL Server, Strategy, Disaster Recovery, ShoreTel, Business Continuity, System Administration, Telecommunications and..., Budgets, Tape Backup, VPNs and Remote Access, Operating Systems, High Availability..., Wireless Networking, Investments, Asset Management, Financial Services, Capital Markets, Finance, Strategic Planning, Business Analysis, Hedge Funds, Trading Systems, Business Strategy, Executive Management, Securities, Bloomberg, Due Diligence, Venture Capital, Investment Management, Mutual Funds, Mortgage Lending, Market Data, Business Development, SAN, Financial Analysis
Education
Brigham Young University - Marriott School of Management 1990 — 1992
MBA, International Business
University of Utah 1983 — 1986
BA, Finance
Castle & Cooke Mortgage, LLC February 2010 - April 2015
UMB Fund Services July 2008 - February 2010
Wasatch Advisors February 1996 - July 2008
Skills
IT Strategy, VMware, Hyper-V, Servers, Virtualization, SANs, Microsoft Exchange, Virtual Servers, Backup & Recovery..., NAS, Active Directory, Group Policy, Management, Network Administration, SQL Server, Strategy, Disaster Recovery, ShoreTel, Business Continuity, System Administration, Telecommunications and..., Budgets, Tape Backup, VPNs and Remote Access, Operating Systems, High Availability..., Wireless Networking, Investments, Asset Management, Financial Services, Capital Markets, Finance, Strategic Planning, Business Analysis, Hedge Funds, Trading Systems, Business Strategy, Executive Management, Securities, Bloomberg, Due Diligence, Venture Capital, Investment Management, Mutual Funds, Mortgage Lending, Market Data, Business Development, SAN, Financial Analysis
Education
Brigham Young University - Marriott School of Management 1990 — 1992
MBA, International Business
University of Utah 1983 — 1986
BA, Finance
William Vogel CFA's Wasatch Advisors Experience 2001 - 2002
Job Equity Portfolio Manager: Strategic Valuation with Catalyst
Industry Financial Services
Experience
Merlin Securities July 2010 - February 2012
Omega Advisors December 2007 - May 2009
Harbor View Growth Equity Management May 2006 - November 2007
Cerberus Capital Management November 2005 - August 2006
Context Parters LLC January 2003 - December 2004
Wasatch Advisors 2001 - 2002
Winstar Communications January 1999 - December 2000
Bank of America January 1997 - October 1998
Dillon Read & Co January 1996 - December 1996
NatWest Securities July 1993 - December 1995
Skills
Equities, Investments, Equity Research, Valuation, Sell Side, Hedge Funds, Private Equity, Due Diligence, Venture Capital, Capital Markets, Bloomberg, Portfolio Management, Trading, Asset Management, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Investment Management, Management, Investment Banking
Education
Harvard University 1980 — 1985
AB, Government / International Political Economy
Merlin Securities July 2010 - February 2012
Omega Advisors December 2007 - May 2009
Harbor View Growth Equity Management May 2006 - November 2007
Cerberus Capital Management November 2005 - August 2006
Context Parters LLC January 2003 - December 2004
Wasatch Advisors 2001 - 2002
Winstar Communications January 1999 - December 2000
Bank of America January 1997 - October 1998
Dillon Read & Co January 1996 - December 1996
NatWest Securities July 1993 - December 1995
Skills
Equities, Investments, Equity Research, Valuation, Sell Side, Hedge Funds, Private Equity, Due Diligence, Venture Capital, Capital Markets, Bloomberg, Portfolio Management, Trading, Asset Management, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Investment Management, Management, Investment Banking
Education
Harvard University 1980 — 1985
AB, Government / International Political Economy
George Cardon's Wasatch Advisors Experience May 2011 - August 2011
Job Senior Analyst Newsroom at Angie's List
Industry Market Research
Experience
Angie's List April 2014 - Present
Angie's List May 2013 - April 2014
Angie's List June 2012 - May 2013
Wasatch Advisors May 2011 - August 2011
KeyBank May 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Financial Modeling, Financial Analysis, Leadership, Strategic Planning, Data Analysis, Analysis, Marketing, Strategy, Online Marketing, Analytics, Process Improvement, Social Media, Content Marketing, Content Strategy, Content Management, Web Content Management
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Angie's List April 2014 - Present
Angie's List May 2013 - April 2014
Angie's List June 2012 - May 2013
Wasatch Advisors May 2011 - August 2011
KeyBank May 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Financial Modeling, Financial Analysis, Leadership, Strategic Planning, Data Analysis, Analysis, Marketing, Strategy, Online Marketing, Analytics, Process Improvement, Social Media, Content Marketing, Content Strategy, Content Management, Web Content Management
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Jay Woolley's Wasatch Advisors Experience February 2007 - December 2008
Job Director of Marketing, HARMAN International
Industry Electrical/Electronic Manufacturing
Experience
HARMAN International December 2008 - Present
Wasatch Advisors February 2007 - December 2008
Control4 2004 - 2007
STSN (now iBAHN) 2000 - 2003
Mrs. Fields Famous Brands 1997 - 2000
Dunkin' Brands 1992 - 1997
Nu Skin Enterprises 1989 - 1991
Packaging Engineering Company March 1988 - December 1989
Skills
Marketing Management, Product Marketing, Marketing Communications, Product Management, Marketing Strategy, B2B Marketing, International Marketing, Strategic Planning, Market Research, New Concepts, Web Project Management, International Business, International..., Product Development, Brand Development, Brand Management, Management, Marketing, Social Media, Competitive Analysis
Education
Thunderbird School of Global Management 1991 — 1992
MBA, International Marketing & Trade Emphasis
Brigham Young University 1983 — 1988
BA, International Relations & Economics
HARMAN International December 2008 - Present
Wasatch Advisors February 2007 - December 2008
Control4 2004 - 2007
STSN (now iBAHN) 2000 - 2003
Mrs. Fields Famous Brands 1997 - 2000
Dunkin' Brands 1992 - 1997
Nu Skin Enterprises 1989 - 1991
Packaging Engineering Company March 1988 - December 1989
Skills
Marketing Management, Product Marketing, Marketing Communications, Product Management, Marketing Strategy, B2B Marketing, International Marketing, Strategic Planning, Market Research, New Concepts, Web Project Management, International Business, International..., Product Development, Brand Development, Brand Management, Management, Marketing, Social Media, Competitive Analysis
Education
Thunderbird School of Global Management 1991 — 1992
MBA, International Marketing & Trade Emphasis
Brigham Young University 1983 — 1988
BA, International Relations & Economics
Vanya Kalaidjieva Vanya Kalaidjieva's Wasatch Advisors Experience 1999 - 2001
Job FP&A, Strategic Planning, Equity Research
Industry Financial Services
Experience
Nasdaq November 2014 - Present
iQor November 2013 - April 2014
Bridgewater Associates June 2013 - November 2013
JPMorgan Chase July 2012 - June 2013
MetLife January 2009 - July 2012
MetLife January 2006 - 2009
MetLife Financial Services April 2005 - April 2006
University of Pennsylvania August 2003 - April 2005
Wasatch Advisors 1999 - 2001
Skills
•Fluent in Bulgarian..., Volunteer: Mentor Kids..., Pivot Tables, Spanish, Conversation, Bulgarian, Bloomberg, Microsoft Excel, PowerPoint, Russian, Organization, Market Research, Negotiation, Strategy, Analysis, Business Planning, Finance, Analytics, Strategic Planning, Team Building, Due Diligence, Strategic Financial..., Financial Reporting, Management Consulting, Asset Management, International Business, Forecasting, Competitive Analysis, Corporate Finance, Investments, Mergers, Start-ups, Mergers & Acquisitions, Valuation, Management, Financial Analysis, Financial Planning, Financial Modeling, Business Development, Business Strategy, Project Management, Consulting
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (MBA)
Brigham Young University 1994 — 1998
Bachelor's degree, International Relations and Affairs
Nasdaq November 2014 - Present
iQor November 2013 - April 2014
Bridgewater Associates June 2013 - November 2013
JPMorgan Chase July 2012 - June 2013
MetLife January 2009 - July 2012
MetLife January 2006 - 2009
MetLife Financial Services April 2005 - April 2006
University of Pennsylvania August 2003 - April 2005
Wasatch Advisors 1999 - 2001
Skills
•Fluent in Bulgarian..., Volunteer: Mentor Kids..., Pivot Tables, Spanish, Conversation, Bulgarian, Bloomberg, Microsoft Excel, PowerPoint, Russian, Organization, Market Research, Negotiation, Strategy, Analysis, Business Planning, Finance, Analytics, Strategic Planning, Team Building, Due Diligence, Strategic Financial..., Financial Reporting, Management Consulting, Asset Management, International Business, Forecasting, Competitive Analysis, Corporate Finance, Investments, Mergers, Start-ups, Mergers & Acquisitions, Valuation, Management, Financial Analysis, Financial Planning, Financial Modeling, Business Development, Business Strategy, Project Management, Consulting
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (MBA)
Brigham Young University 1994 — 1998
Bachelor's degree, International Relations and Affairs
Chad Willardson, AWMA®, CRPC® Chad Willardson, AWMA®, CRPC®'s Wasatch Advisors Experience December 2002 - January 2003
Job President, Founder of Pacific Capital
Industry Investment Management
Experience
Pacific Capital November 2011 - Present
National Ethics Association May 2011 - Present
Merrill Lynch May 2003 - November 2011
Wasatch Advisors December 2002 - January 2003
Skills
Investments, Wealth Management, Strategic Financial..., Retirement Planning, Leadership, Customer Service, Team Building, Portfolio Management, Public Speaking, Entrepreneurship
Education
Brigham Young University
Bachelors, Economics with Business Management Minor
Harvard Business School Executive Education
Executive Continuing Education Program
Boston University
CFP Education Program
Pacific Capital November 2011 - Present
National Ethics Association May 2011 - Present
Merrill Lynch May 2003 - November 2011
Wasatch Advisors December 2002 - January 2003
Skills
Investments, Wealth Management, Strategic Financial..., Retirement Planning, Leadership, Customer Service, Team Building, Portfolio Management, Public Speaking, Entrepreneurship
Education
Brigham Young University
Bachelors, Economics with Business Management Minor
Harvard Business School Executive Education
Executive Continuing Education Program
Boston University
CFP Education Program
Jase Adams's Wasatch Advisors Experience 2011 - 2013
Job Equity Research Associate at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2014 - Present
Brigham Young University 2012 - 2014
Wasatch Advisors 2011 - 2013
Cherry Hills Country Club 2006 - 2008
Skills
Chinese, Bloomberg, Microsoft Excel, Equity Research, Financial Modeling, Social Networking, Information Extraction, Chinese politics, Financial Analysis, Political Campaigns, Investments, Equity Valuation, Valuation, Mandarin, Equities, Economics, Business Valuation, Public Speaking, Research, Finance, PowerPoint, Data Analysis
Education
Brigham Young University 2008 — 2014
Bachelor of Science (BS), Accounting and Finance
Beijing Institute of International Relations 2012 — 2012
Fidelity Investments 2014 - Present
Brigham Young University 2012 - 2014
Wasatch Advisors 2011 - 2013
Cherry Hills Country Club 2006 - 2008
Skills
Chinese, Bloomberg, Microsoft Excel, Equity Research, Financial Modeling, Social Networking, Information Extraction, Chinese politics, Financial Analysis, Political Campaigns, Investments, Equity Valuation, Valuation, Mandarin, Equities, Economics, Business Valuation, Public Speaking, Research, Finance, PowerPoint, Data Analysis
Education
Brigham Young University 2008 — 2014
Bachelor of Science (BS), Accounting and Finance
Beijing Institute of International Relations 2012 — 2012
Eric Smyth, CFA Eric Smyth, CFA's Wasatch Advisors Experience 2007 - 2008
Job Senior Consultant Relations Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management May 2015 - Present
Federated Investors July 2011 - May 2015
Kestrel Investment Management January 2010 - July 2011
Wasatch Advisors 2007 - 2008
Watson Wyatt Investment Consulting June 2004 - April 2007
U.S. Coast Guard 1995 - 2000
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Due Diligence, Institutional Investors, Consultant Relations, Fixed Income
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA
US Coast Guard Academy 1991 — 1995
BS
Aberdeen Asset Management May 2015 - Present
Federated Investors July 2011 - May 2015
Kestrel Investment Management January 2010 - July 2011
Wasatch Advisors 2007 - 2008
Watson Wyatt Investment Consulting June 2004 - April 2007
U.S. Coast Guard 1995 - 2000
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Due Diligence, Institutional Investors, Consultant Relations, Fixed Income
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA
US Coast Guard Academy 1991 — 1995
BS
Terry Lally's Wasatch Advisors Experience February 2015 - Present
Job Senior Research Analyst at Wasatch Advisors
Industry Investment Management
Experience
Wasatch Advisors February 2015 - Present
HBSAOC September 2010 - Present
Spotlight Funds September 2009 - January 2015
Spotlight Capital Management October 2007 - September 2009
Cramer Rosenthal McGlynn June 2000 - April 2007
Prudential Investments 1989 - 1999
Skills
Equity Research, Financial Modeling, Asset Managment, Hedge Funds, Portfolio Management, Alternative Investments, Private Equity, Asset Management, Investments, Equity Valuation, Due Diligence, Mergers & Acquisitions, Venture Capital, Investor Relations, Capital Markets, Valuation, Investment Strategies, Mutual Funds, Equities, Strategic Financial..., Investment Advisory, Investment Management, Bloomberg, Asset Allocation, Fixed Income, Emerging Markets, Investment Banking, Corporate Finance
Education
Harvard Business School 1993 — 1995
MBA
University of Notre Dame 1985 — 1989
BBA, Finance
Wasatch Advisors February 2015 - Present
HBSAOC September 2010 - Present
Spotlight Funds September 2009 - January 2015
Spotlight Capital Management October 2007 - September 2009
Cramer Rosenthal McGlynn June 2000 - April 2007
Prudential Investments 1989 - 1999
Skills
Equity Research, Financial Modeling, Asset Managment, Hedge Funds, Portfolio Management, Alternative Investments, Private Equity, Asset Management, Investments, Equity Valuation, Due Diligence, Mergers & Acquisitions, Venture Capital, Investor Relations, Capital Markets, Valuation, Investment Strategies, Mutual Funds, Equities, Strategic Financial..., Investment Advisory, Investment Management, Bloomberg, Asset Allocation, Fixed Income, Emerging Markets, Investment Banking, Corporate Finance
Education
Harvard Business School 1993 — 1995
MBA
University of Notre Dame 1985 — 1989
BBA, Finance
Kyle Craft's Wasatch Advisors Experience August 2014 - Present
Job Jr. Analyst at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors August 2014 - Present
Elliott Management June 2013 - July 2013
Romney for President June 2012 - July 2012
U.S. House of Representatives- Speaker Boehner Office June 2011 - July 2011
Education
University of Notre Dame 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Wasatch Advisors August 2014 - Present
Elliott Management June 2013 - July 2013
Romney for President June 2012 - July 2012
U.S. House of Representatives- Speaker Boehner Office June 2011 - July 2011
Education
University of Notre Dame 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Tim Bryan Tim Bryan's Wasatch Advisors Experience May 1995 - Present
Job Vice President of Sales at Wasatch Advisors
Industry Investment Management
Experience
Wasatch Advisors May 1995 - Present
Fidelity Investments 1992 - 1995
Skills
Alternative Investments, Asset Allocation, Mutual Funds, Asset Managment, Investments, Equities, Hedge Funds, Fixed Income, Series 63, Financial Modeling, Asset Management, Investment Management, Equity Research, Wealth Management, Series 7, Investment Strategies
Education
University of Utah 1992 — 1996
Bachelor, Economics
Brigham Young University 1988 — 1989
General
Wasatch Advisors May 1995 - Present
Fidelity Investments 1992 - 1995
Skills
Alternative Investments, Asset Allocation, Mutual Funds, Asset Managment, Investments, Equities, Hedge Funds, Fixed Income, Series 63, Financial Modeling, Asset Management, Investment Management, Equity Research, Wealth Management, Series 7, Investment Strategies
Education
University of Utah 1992 — 1996
Bachelor, Economics
Brigham Young University 1988 — 1989
General
Amy Allen Johnson's Wasatch Advisors Experience June 2005 - October 2008
Job Financial Services Industry
Industry Financial Services
Experience
Grandeur Peak Global Advisors September 2014 - Present
Todays Mama March 2009 - September 2014
Evo Conference, LLC May 2010 - February 2013
Wasatch Advisors June 2005 - October 2008
Wasatch Advisors December 2001 - May 2005
TMP Worldwide January 2000 - August 2001
Price Waterhouse Coopers September 1998 - December 1999
Skills
Social Media, PowerPoint, Excel, Word, Wordpress, Quickbooks, Chinese (Cantonese), French, Microsoft Excel, Accounting, Account Management, WordPress, Microsoft Word, Business Strategy, Chinese, Management, Social Networking, Investments, Financial Analysis, Public Speaking
Education
Brigham Young University 1996 — 1998
Master of Business Administration (M.B.A.), Accounting and Finance
Brigham Young University 1996 — 1996
Bachelor of Science (BS), Accounting
Brigham Young University 1991 — 1994
BS, Accounting
Grandeur Peak Global Advisors September 2014 - Present
Todays Mama March 2009 - September 2014
Evo Conference, LLC May 2010 - February 2013
Wasatch Advisors June 2005 - October 2008
Wasatch Advisors December 2001 - May 2005
TMP Worldwide January 2000 - August 2001
Price Waterhouse Coopers September 1998 - December 1999
Skills
Social Media, PowerPoint, Excel, Word, Wordpress, Quickbooks, Chinese (Cantonese), French, Microsoft Excel, Accounting, Account Management, WordPress, Microsoft Word, Business Strategy, Chinese, Management, Social Networking, Investments, Financial Analysis, Public Speaking
Education
Brigham Young University 1996 — 1998
Master of Business Administration (M.B.A.), Accounting and Finance
Brigham Young University 1996 — 1996
Bachelor of Science (BS), Accounting
Brigham Young University 1991 — 1994
BS, Accounting
Kabir Goyal Kabir Goyal's Wasatch Advisors Experience 2015 - Present
Job Associate Portfolio Manager at Wasatch Advisors
Industry Investment Management
Experience
Wasatch Advisors 2015 - Present
Wasatch Advisors 2012 - 2014
Putnam Investments 2009 - 2011
Security Global Investors 2008 - 2009
Putnam Investments 2008 - 2008
Gould Investment Partners 2007 - 2008
JET Program - Japan 2005 - 2007
Cambridge Associates 2002 - 2005
Microsoft 2001 - 2001
Skills
Equities, Portfolio Management, Valuation, Emerging Markets, Financial Modeling, Hedge Funds, Asset Managment, Equity Research, Investments, Financial Analysis, Alternative Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA, Finance
Pomona College 1998 — 2002
BA, Computer Science, Economics
Santa Monica High School
Wasatch Advisors 2015 - Present
Wasatch Advisors 2012 - 2014
Putnam Investments 2009 - 2011
Security Global Investors 2008 - 2009
Putnam Investments 2008 - 2008
Gould Investment Partners 2007 - 2008
JET Program - Japan 2005 - 2007
Cambridge Associates 2002 - 2005
Microsoft 2001 - 2001
Skills
Equities, Portfolio Management, Valuation, Emerging Markets, Financial Modeling, Hedge Funds, Asset Managment, Equity Research, Investments, Financial Analysis, Alternative Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA, Finance
Pomona College 1998 — 2002
BA, Computer Science, Economics
Santa Monica High School
James H. Pearce's Wasatch Advisors Experience June 2004 - September 2007
Job Group Business Director at Savage Services
Industry Logistics and Supply Chain
Experience
Savage Services October 2014 - Present
Savage Services December 2012 - October 2014
ExxonMobil January 2012 - December 2012
ExxonMobil June 2010 - December 2011
BYU Marriott School of Management August 2008 - April 2010
ExxonMobil May 2009 - August 2009
GC Capital Management September 2007 - July 2008
Wasatch Advisors June 2004 - September 2007
Sinclair Oil January 2004 - May 2004
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Microsoft Office, Change Management, Process Improvement, Organizational..., Leadership, Geology, Human Resources, Training, Equity Research, Strategy, Teaching, Presenting, Big Picture Perspective, Vision, Intuition, Emotional Intelligence, Calm Under Pressure, Intellectually Curious, Diverse Interests
Education
Brigham Young University 2008 — 2010
MBA, Organizational Behavior / HR
University of Utah 2000 — 2004
BS, Geology
Highland High 1993 — 1997
Savage Services October 2014 - Present
Savage Services December 2012 - October 2014
ExxonMobil January 2012 - December 2012
ExxonMobil June 2010 - December 2011
BYU Marriott School of Management August 2008 - April 2010
ExxonMobil May 2009 - August 2009
GC Capital Management September 2007 - July 2008
Wasatch Advisors June 2004 - September 2007
Sinclair Oil January 2004 - May 2004
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Microsoft Office, Change Management, Process Improvement, Organizational..., Leadership, Geology, Human Resources, Training, Equity Research, Strategy, Teaching, Presenting, Big Picture Perspective, Vision, Intuition, Emotional Intelligence, Calm Under Pressure, Intellectually Curious, Diverse Interests
Education
Brigham Young University 2008 — 2010
MBA, Organizational Behavior / HR
University of Utah 2000 — 2004
BS, Geology
Highland High 1993 — 1997
Mathew Petty, CFA Mathew Petty, CFA's Wasatch Advisors Experience January 2007 - October 2008
Job Senior Research Analyst at Charles Schwab
Industry Investment Management
Experience
Charles Schwab January 2010 - Present
Charles Schwab April 2009 - January 2010
Wasatch Advisors January 2007 - October 2008
Wasatch Advisors October 2004 - January 2007
Wasatch Advisors June 2002 - October 2004
La Chambre de Commerce et d’Industrie April 2001 - May 2001
Skills
Equity Valuation, Asset Allocation, Financial Modeling, Emerging Markets, Investments, Capital Markets, Valuation, Equities, Equity Research, Asset Managment, Mutual Funds, Investment Strategies, Securities, Asset Management, Investment Banking, Trading, Investment Advisory
Education
Central College 1998 — 2002
Bachelor of Arts, International Business
Charles Schwab January 2010 - Present
Charles Schwab April 2009 - January 2010
Wasatch Advisors January 2007 - October 2008
Wasatch Advisors October 2004 - January 2007
Wasatch Advisors June 2002 - October 2004
La Chambre de Commerce et d’Industrie April 2001 - May 2001
Skills
Equity Valuation, Asset Allocation, Financial Modeling, Emerging Markets, Investments, Capital Markets, Valuation, Equities, Equity Research, Asset Managment, Mutual Funds, Investment Strategies, Securities, Asset Management, Investment Banking, Trading, Investment Advisory
Education
Central College 1998 — 2002
Bachelor of Arts, International Business
Steven Kindred, CFA, CPA's Wasatch Advisors Experience June 2007 - August 2007
Job
Industry Financial Services
Experience
Denver Investments December 2011 - Present
Denver Investments 2009 - Present
Janus Capital Group 2008 - 2009
Wasatch Advisors June 2007 - August 2007
Deloitte & Touche LLP 2003 - 2006
Skills
Fixed Income, Finance, Investments, Corporate Finance, Financial Modeling, Valuation, Equity Research, Equities, Chartered Financial..., Hedge Funds, Asset Management, Bloomberg, Portfolio Management, Mutual Funds, Equity Valuation, Capital Markets, Financial Analysis, Internal Controls, Investment Management, Asset Allocation, Investment Strategies, Securities
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Utah State University 1999 — 2003
Master of Accountancy, Accounting
Denver Investments December 2011 - Present
Denver Investments 2009 - Present
Janus Capital Group 2008 - 2009
Wasatch Advisors June 2007 - August 2007
Deloitte & Touche LLP 2003 - 2006
Skills
Fixed Income, Finance, Investments, Corporate Finance, Financial Modeling, Valuation, Equity Research, Equities, Chartered Financial..., Hedge Funds, Asset Management, Bloomberg, Portfolio Management, Mutual Funds, Equity Valuation, Capital Markets, Financial Analysis, Internal Controls, Investment Management, Asset Allocation, Investment Strategies, Securities
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Utah State University 1999 — 2003
Master of Accountancy, Accounting
Peter Jarman's Wasatch Advisors Experience October 2010 - January 2012
Job Cross Creek Advisors
Industry Venture Capital & Private Equity
Experience
Cross Creek Advisors, LLC January 2013 - Present
University Venture Fund 2007 - Present
Wasatch Advisors October 2010 - January 2012
Fort Washington Capital Partners Group June 2006 - October 2010
Roundy June 2004 - June 2006
PTC January 2003 - June 2004
ClearPlay 2000 - 2004
Oculus Technologies December 2000 - October 2002
NBC Olympics 2002 - 2002
Campus Pipeline April 1999 - July 2000
Skills
Sales Management, Demand Generation, Due Diligence, Channel Strategy, Partnerships, P&L Responsibility, Venture Capital, Mergers, Investments, Business Development, Equities, Forecasting, Product Marketing, Product Management, Strategy, Corporate Development, Start-ups, Product Development, Private Equity, Corporate Finance, Entrepreneurship, Portfolio Management, Venture Financing, Business Strategy, Financial Modeling, Financial Analysis, Alternative Investments, Management, SaaS, Business Valuation, Marketing, Market Analysis, Competitive Analysis, Financial Structuring, Business Planning, Market Research, Negotiation, P&L Management, Strategic Partnerships, Angel Investing, Mutual Funds, Equity Research, Asset Management, Executive Management, Valuation, M&A experience, Analytics, Deal Sourcing, Capital Markets, Finance
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA
University of Utah 1989 — 1994
BA
Skyline High School 1987 — 1989
U.S. Senate Page High School 1988 — 1988
Cross Creek Advisors, LLC January 2013 - Present
University Venture Fund 2007 - Present
Wasatch Advisors October 2010 - January 2012
Fort Washington Capital Partners Group June 2006 - October 2010
Roundy June 2004 - June 2006
PTC January 2003 - June 2004
ClearPlay 2000 - 2004
Oculus Technologies December 2000 - October 2002
NBC Olympics 2002 - 2002
Campus Pipeline April 1999 - July 2000
Skills
Sales Management, Demand Generation, Due Diligence, Channel Strategy, Partnerships, P&L Responsibility, Venture Capital, Mergers, Investments, Business Development, Equities, Forecasting, Product Marketing, Product Management, Strategy, Corporate Development, Start-ups, Product Development, Private Equity, Corporate Finance, Entrepreneurship, Portfolio Management, Venture Financing, Business Strategy, Financial Modeling, Financial Analysis, Alternative Investments, Management, SaaS, Business Valuation, Marketing, Market Analysis, Competitive Analysis, Financial Structuring, Business Planning, Market Research, Negotiation, P&L Management, Strategic Partnerships, Angel Investing, Mutual Funds, Equity Research, Asset Management, Executive Management, Valuation, M&A experience, Analytics, Deal Sourcing, Capital Markets, Finance
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA
University of Utah 1989 — 1994
BA
Skyline High School 1987 — 1989
U.S. Senate Page High School 1988 — 1988
Jared Whatcott's Wasatch Advisors Experience January 2014 - Present
Job Associate Portfolio Manager at Wasatch Advisors
Industry Investment Management
Experience
Wasatch Advisors January 2014 - Present
Wasatch Advisors June 2005 - Present
The CFA Society of Salt Lake July 2011 - June 2012
The Edgar Lomax Company May 2004 - August 2004
United States Air Force May 1998 - July 2003
Skills
Financial Modeling, Financial Analysis, Equities, Asset Managment, Portfolio Management, Equity Research, Investment Management, Finance, Equity Valuation, Emerging Markets, Bloomberg, Mutual Funds
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA
United States Air Force Academy 1992 — 1998
BS
Millard High School (Fillmore, Utah) 1989 — 1992
Wasatch Advisors January 2014 - Present
Wasatch Advisors June 2005 - Present
The CFA Society of Salt Lake July 2011 - June 2012
The Edgar Lomax Company May 2004 - August 2004
United States Air Force May 1998 - July 2003
Skills
Financial Modeling, Financial Analysis, Equities, Asset Managment, Portfolio Management, Equity Research, Investment Management, Finance, Equity Valuation, Emerging Markets, Bloomberg, Mutual Funds
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA
United States Air Force Academy 1992 — 1998
BS
Millard High School (Fillmore, Utah) 1989 — 1992
Dan Thurber's Wasatch Advisors Experience April 2006 - Present
Job General Counsel at Wasatch Advisors
Industry Investment Management
Experience
Wasatch Advisors April 2006 - Present
Dorsey & Whitney LLP 2001 - 2006
Education
Duke University School of Law 1994 — 1997
Wasatch Advisors April 2006 - Present
Dorsey & Whitney LLP 2001 - 2006
Education
Duke University School of Law 1994 — 1997
Dan Chace's Wasatch Advisors Experience December 2003 - Present
Job Portfolio Manager at Wasatch Advisors
Industry Investment Management
Experience
Wasatch Advisors December 2003 - Present
Wasatch Advisors June 2002 - December 2003
SG Cowen 1998 - 2000
Merrill Lynch 1997 - 1998
Oppenheimer Investments 1996 - 1997
Peace Corps 1994 - 1996
Skills
Equities, Asset Management, Financial Modeling, Valuation, Investments, Portfolio Management, Emerging Markets, Private Equity, Alternative Investments, Equity Research, Hedge Funds, Asset Allocation, Mutual Funds, Venture Capital, Fixed Income
Education
Harvard Business School 2000 — 2002
MBA
Pomona College 1988 — 1992
BA, Cultural Anthropology
Wasatch Advisors December 2003 - Present
Wasatch Advisors June 2002 - December 2003
SG Cowen 1998 - 2000
Merrill Lynch 1997 - 1998
Oppenheimer Investments 1996 - 1997
Peace Corps 1994 - 1996
Skills
Equities, Asset Management, Financial Modeling, Valuation, Investments, Portfolio Management, Emerging Markets, Private Equity, Alternative Investments, Equity Research, Hedge Funds, Asset Allocation, Mutual Funds, Venture Capital, Fixed Income
Education
Harvard Business School 2000 — 2002
MBA
Pomona College 1988 — 1992
BA, Cultural Anthropology
Jared Luker's Wasatch Advisors Experience February 2006 - November 2007
Job IT Manager at HandStands in Draper Utah
Industry Information Technology and Services
Experience
HandStands 2012 - Present
United States Homeland Security/Immigration and Customs Enforcement February 2008 - April 2012
Wasatch Advisors February 2006 - November 2007
Viranim Technologies 1999 - 2006
Skills
Visio, Disaster Recovery, Active Directory
Education
Western Governors University
CIS, Computer Information Systems
Salt Lake Community College
HandStands 2012 - Present
United States Homeland Security/Immigration and Customs Enforcement February 2008 - April 2012
Wasatch Advisors February 2006 - November 2007
Viranim Technologies 1999 - 2006
Skills
Visio, Disaster Recovery, Active Directory
Education
Western Governors University
CIS, Computer Information Systems
Salt Lake Community College
Laura (Vander Pol) Hoffman's Wasatch Advisors Experience April 2002 - October 2008
Job International Equities Portfolio Manger
Industry Investment Management
Experience
Wasatch Advisors April 2002 - October 2008
Denver Investment Advisors November 2000 - April 2002
Principal Global Investors (Invista) July 1996 - November 2000
Skills
Equity Research
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1996
MBA, Finance
Central College 1989 — 1993
BA, Economics, Business Management
Wasatch Advisors April 2002 - October 2008
Denver Investment Advisors November 2000 - April 2002
Principal Global Investors (Invista) July 1996 - November 2000
Skills
Equity Research
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1996
MBA, Finance
Central College 1989 — 1993
BA, Economics, Business Management
Kitty Swenson's Wasatch Advisors Experience Director, Client RelationsWasatch Advisors1992 - Present
Job Director, Client Relations at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors Director, Client RelationsWasatch Advisors1992 - Present
Education
Georgetown University - The McDonough School of Business 1988 — 1990
MBA, Finance
University of Utah 1983 — 1987
BA, English
Wasatch Advisors Director, Client RelationsWasatch Advisors1992 - Present
Education
Georgetown University - The McDonough School of Business 1988 — 1990
MBA, Finance
University of Utah 1983 — 1987
BA, English
Maneesh Modi's Wasatch Advisors Experience August 2005 - April 2008
Job Portfolio Manager at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group May 2013 - Present
Janus Capital Group May 2008 - Present
Wasatch Advisors August 2005 - April 2008
Skills
Equity Research, Equities, Equity Valuation, Financial Modeling, Portfolio Management, Investments, Private Equity, Investment Management, Mutual Funds, Financial Analysis, DCF
Education
Harvard Business School 2003 — 2005
Duke University 1996 — 1998
BS, Economics
Janus Capital Group May 2013 - Present
Janus Capital Group May 2008 - Present
Wasatch Advisors August 2005 - April 2008
Skills
Equity Research, Equities, Equity Valuation, Financial Modeling, Portfolio Management, Investments, Private Equity, Investment Management, Mutual Funds, Financial Analysis, DCF
Education
Harvard Business School 2003 — 2005
Duke University 1996 — 1998
BS, Economics
Jeff Jaussi's Wasatch Advisors Experience October 2003 - June 2008
Job Director Payments Product Management at RealPage, Inc.
Industry Financial Services
Experience
RealPage, Inc. March 2014 - Present
RealPage, Inc. June 2013 - Present
RealPage, Inc. June 2012 - June 2013
Clark Consulting June 2008 - June 2012
Wasatch Advisors October 2003 - June 2008
Skills
Asset Management, CRM, Financial Analysis, Analysis, PowerPoint, Sales, Forecasting, Management, Portfolio Management, Product Management, Finance, New Business Development, Business Development, Customer Service, Salesforce.com, Account Management, SaaS
Education
The University of Texas at Dallas 2009 — 2011
MBA
University of Utah 2001 — 2003
RealPage, Inc. March 2014 - Present
RealPage, Inc. June 2013 - Present
RealPage, Inc. June 2012 - June 2013
Clark Consulting June 2008 - June 2012
Wasatch Advisors October 2003 - June 2008
Skills
Asset Management, CRM, Financial Analysis, Analysis, PowerPoint, Sales, Forecasting, Management, Portfolio Management, Product Management, Finance, New Business Development, Business Development, Customer Service, Salesforce.com, Account Management, SaaS
Education
The University of Texas at Dallas 2009 — 2011
MBA
University of Utah 2001 — 2003
Laura Geritz's Wasatch Advisors Experience February 2009 - Present
Job Portfolio Manager at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors February 2009 - Present
Education
The University of Kansas 1990 — 1994
Wasatch Advisors February 2009 - Present
Education
The University of Kansas 1990 — 1994
Chuck Stolfa's Wasatch Advisors Experience February 2004 - Present
Job Vice President, Client Relations at Wasatch Advisors
Industry Investment Management
Experience
Wasatch Advisors February 2004 - Present
Digitas 1998 - 2004
Fidelity Investments 1996 - 1998
Skills
Marketing Strategy, Series 7, Competitive Analysis, Investments, Asset Allocation, Mutual Funds, Direct Marketing, Strategic Planning, Portfolio Management, Financial Services, Integrated Marketing, Marketing Communications
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1998
MBA, Marketing
Saint Anselm College 1987 — 1991
BA, Financial Economics
Wasatch Advisors February 2004 - Present
Digitas 1998 - 2004
Fidelity Investments 1996 - 1998
Skills
Marketing Strategy, Series 7, Competitive Analysis, Investments, Asset Allocation, Mutual Funds, Direct Marketing, Strategic Planning, Portfolio Management, Financial Services, Integrated Marketing, Marketing Communications
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1998
MBA, Marketing
Saint Anselm College 1987 — 1991
BA, Financial Economics
Noor Kamruddin's Wasatch Advisors Experience 2004 - 2008
Job VP at Meetyl Inc.
Industry Financial Services
Experience
Meetyl 2014 - Present
Compass Technology Group November 2013 - 2014
Matthews International Capital Management 2008 - 2010
Wasatch Advisors 2004 - 2008
Firsthand Capital Management 2002 - 2004
Merrill Lynch 2000 - 2002
CIBC World Markets 1999 - 2000
3Com / US Robotics 1995 - 1998
Skills
Equity Research, Asset Management, Mutual Funds, Asset Allocation, Investments, Investment Management, Bloomberg, Financial Modeling, Portfolio Management, Valuation, Equities, Hedge Funds, Financial Analysis, Private Equity, Capital Markets, Alternative Investments, Management, Due Diligence, Venture Capital
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Accounting
CFA
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Computer Engineering
Meetyl 2014 - Present
Compass Technology Group November 2013 - 2014
Matthews International Capital Management 2008 - 2010
Wasatch Advisors 2004 - 2008
Firsthand Capital Management 2002 - 2004
Merrill Lynch 2000 - 2002
CIBC World Markets 1999 - 2000
3Com / US Robotics 1995 - 1998
Skills
Equity Research, Asset Management, Mutual Funds, Asset Allocation, Investments, Investment Management, Bloomberg, Financial Modeling, Portfolio Management, Valuation, Equities, Hedge Funds, Financial Analysis, Private Equity, Capital Markets, Alternative Investments, Management, Due Diligence, Venture Capital
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Accounting
CFA
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Computer Engineering
Eric Bergeson's Wasatch Advisors Experience May 2013 - Present
Job Wasatch Advisors, Inc.
Industry Financial Services
Experience
Wasatch Advisors May 2013 - Present
Financiere de l'Echiquier 2008 - Present
Wasatch Advisors June 1998 - May 2013
GSS/Array Technology 1995 - 1998
New England Patriots January 1992 - September 1992
Houston Oilers February 1991 - August 1991
Atlanta Falcons April 1990 - February 1991
Skills
Mutual Funds, Asset Managment, Equities, Investments, Portfolio Management, Asset Allocation, Alternative Investments, Investment Management, Financial Analysis, Financial Modeling, Valuation, Fixed Income, Hedge Funds, Investment Strategies, Wealth Management, Equity Research, Strategic Planning, Risk Management, Asset Management, Emerging Markets, Finance, Series 63, Financial Services, Securities
Education
Stanford University Graduate School of Business 1993 — 1995
Master of Business Administration (M.B.A.)
Brigham Young University 1988 — 1991
BA, Political Science
Wasatch Advisors May 2013 - Present
Financiere de l'Echiquier 2008 - Present
Wasatch Advisors June 1998 - May 2013
GSS/Array Technology 1995 - 1998
New England Patriots January 1992 - September 1992
Houston Oilers February 1991 - August 1991
Atlanta Falcons April 1990 - February 1991
Skills
Mutual Funds, Asset Managment, Equities, Investments, Portfolio Management, Asset Allocation, Alternative Investments, Investment Management, Financial Analysis, Financial Modeling, Valuation, Fixed Income, Hedge Funds, Investment Strategies, Wealth Management, Equity Research, Strategic Planning, Risk Management, Asset Management, Emerging Markets, Finance, Series 63, Financial Services, Securities
Education
Stanford University Graduate School of Business 1993 — 1995
Master of Business Administration (M.B.A.)
Brigham Young University 1988 — 1991
BA, Political Science
Brodie Pollard's Wasatch Advisors Experience Fixed Income SalesCredit Suisse First Boston1992 - 1995
Job Senior Trader at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors Fixed Income SalesCredit Suisse First Boston1992 - 1995
Education
Arizona State University 1990 — 1993
Finance
Arizona State University 1990 — 1993
Finance
Masters
Wasatch Advisors Fixed Income SalesCredit Suisse First Boston1992 - 1995
Education
Arizona State University 1990 — 1993
Finance
Arizona State University 1990 — 1993
Finance
Masters
Mark Madsen, CFA's Wasatch Advisors Experience 2004 - 2008
Job Senior Equity Analyst at GEnterprises, Inc.
Industry Investment Management
Experience
G-Enterprises, Inc. 2011 - Present
Red Desert Capital, LLC 2008 - Present
Wasatch Advisors 2004 - 2008
Hobbytron 2003 - 2004
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Investments, Equity Research, Hedge Funds, Equities, Alternative Investments
Education
Brigham Young University 2003 — 2004
Master's Degree, Accounting
G-Enterprises, Inc. 2011 - Present
Red Desert Capital, LLC 2008 - Present
Wasatch Advisors 2004 - 2008
Hobbytron 2003 - 2004
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Investments, Equity Research, Hedge Funds, Equities, Alternative Investments
Education
Brigham Young University 2003 — 2004
Master's Degree, Accounting
Bunny Silverstein's Wasatch Advisors Experience September 2003 - October 2008
Job
Industry Biotechnology
Experience
Good Start Genetics September 2010 - Present
All Newton Music School March 2010 - September 2010
Wellington Management August 2009 - November 2009
Wasatch Advisors September 2003 - October 2008
US Bank February 2001 - September 2003
Academy Mortgage/Utah Home Loans October 1998 - February 2001
The Equitable/AXA - Woodland Hills, CA September 1993 - June 1995
Marcus & Millichap, San Francisco, CA September 1985 - April 1988
Skills
Venture Capital, Start-ups, Biotechnology, Private Equity, Data Analysis, Sales, Microsoft Excel, Research, Entrepreneurship
Education
Simmons College - Simmons School of Management 1983 — 1984
MBA
Colgate University 1975 — 1979
BA
Good Start Genetics September 2010 - Present
All Newton Music School March 2010 - September 2010
Wellington Management August 2009 - November 2009
Wasatch Advisors September 2003 - October 2008
US Bank February 2001 - September 2003
Academy Mortgage/Utah Home Loans October 1998 - February 2001
The Equitable/AXA - Woodland Hills, CA September 1993 - June 1995
Marcus & Millichap, San Francisco, CA September 1985 - April 1988
Skills
Venture Capital, Start-ups, Biotechnology, Private Equity, Data Analysis, Sales, Microsoft Excel, Research, Entrepreneurship
Education
Simmons College - Simmons School of Management 1983 — 1984
MBA
Colgate University 1975 — 1979
BA
Dan Boston's Wasatch Advisors Experience June 2005 - July 2009
Job Partner at Chautauqua Capital Management
Industry Investment Management
Experience
Chautauqua Capital Management December 2013 - Present
Ensign Peak Advisors May 2011 - December 2013
Robert Shiller - Yale University October 2009 - May 2011
Artisan Partners May 2010 - August 2010
Wasatch Advisors June 2005 - July 2009
PricewaterhouseCoopers June 2004 - August 2004
Skills
Equities, Portfolio Management, Finance, Mutual Funds, Valuation, Financial Modeling, Equity Research, Bloomberg, Hedge Funds, Investments, Private Equity, Asset Management, Asset Allocation
Education
Yale University - Yale School of Management 2009 — 2011
MBA, Finance, Economics
Brigham Young University 1998 — 2005
BS, Accounting, Cum Laude
Lincoln high school
Lincoln high school
Lincoln high school
Chautauqua Capital Management December 2013 - Present
Ensign Peak Advisors May 2011 - December 2013
Robert Shiller - Yale University October 2009 - May 2011
Artisan Partners May 2010 - August 2010
Wasatch Advisors June 2005 - July 2009
PricewaterhouseCoopers June 2004 - August 2004
Skills
Equities, Portfolio Management, Finance, Mutual Funds, Valuation, Financial Modeling, Equity Research, Bloomberg, Hedge Funds, Investments, Private Equity, Asset Management, Asset Allocation
Education
Yale University - Yale School of Management 2009 — 2011
MBA, Finance, Economics
Brigham Young University 1998 — 2005
BS, Accounting, Cum Laude
Lincoln high school
Lincoln high school
Lincoln high school
Tricia Nelson Bailey, CIPM's Wasatch Advisors Experience October 2000 - January 2009
Job Unit ManagerPerformance Analysis at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed December 2012 - Present
Waddell & Reed January 2009 - December 2012
Wasatch Advisors October 2000 - January 2009
Garrett Capital Management, Inc. June 1996 - October 2000
Schultz Financial Group Inc. 1994 - 1996
Skills
Equities, Asset Management, Fixed Income, Mutual Funds, Investments, Bloomberg, Investment Management, Performance Measurement, Financial Markets
Education
Brigham Young University 1990 — 1994
BS, Business Management
Waddell & Reed December 2012 - Present
Waddell & Reed January 2009 - December 2012
Wasatch Advisors October 2000 - January 2009
Garrett Capital Management, Inc. June 1996 - October 2000
Schultz Financial Group Inc. 1994 - 1996
Skills
Equities, Asset Management, Fixed Income, Mutual Funds, Investments, Bloomberg, Investment Management, Performance Measurement, Financial Markets
Education
Brigham Young University 1990 — 1994
BS, Business Management
Denny Pehrson's Wasatch Advisors Experience September 1991 - December 1991
Job CEO, Clear Voice Studios
Industry Motion Pictures and Film
Experience
Clear Voice Studios, Inc. & The Vacuum Law April 2008 - Present
CEO Space December 2007 - Present
Tamarin Advisors, LLC October 2007 - Present
Tashi Group July 2007 - August 2008
Free Capitalist Forum/Producer Revolution March 2006 - August 2007
American Premier Painting September 1988 - May 2007
Wasatch Advisors September 1991 - December 1991
Painting Unlimited June 1985 - September 1988
LDS Church Mission - Brazil, Rio de Janeiro April 1981 - October 1982
Education
University of Utah - David Eccles School of Business 1989 — 1992
B.A., Finance
Salt Lake Community College 1983 — 1986
4 - A.A.S. in, Business Management, Finance & Credit, Marketing Management, & Transportation Management
Bingham High 1976 — 1978
Diploma, Graphic Art
Clear Voice Studios, Inc. & The Vacuum Law April 2008 - Present
CEO Space December 2007 - Present
Tamarin Advisors, LLC October 2007 - Present
Tashi Group July 2007 - August 2008
Free Capitalist Forum/Producer Revolution March 2006 - August 2007
American Premier Painting September 1988 - May 2007
Wasatch Advisors September 1991 - December 1991
Painting Unlimited June 1985 - September 1988
LDS Church Mission - Brazil, Rio de Janeiro April 1981 - October 1982
Education
University of Utah - David Eccles School of Business 1989 — 1992
B.A., Finance
Salt Lake Community College 1983 — 1986
4 - A.A.S. in, Business Management, Finance & Credit, Marketing Management, & Transportation Management
Bingham High 1976 — 1978
Diploma, Graphic Art
John Malooly's Wasatch Advisors Experience .UMB Fund ServicesMay 1995 - December 1997
Job Portfolio Manager at Wasatch Advisors
Industry Investment Management
Experience
Wasatch Advisors .UMB Fund ServicesMay 1995 - December 1997
Strong Funds 1994 - 1995
Skills
Investments, Equity Research, Finance, Asset Management, Equities, Mutual Funds, Portfolio Management, Hedge Funds, Bloomberg, Alternative Investments, Valuation
Education
Marquette University 1986 — 1990
BA, Business
Ealing
Wasatch Advisors .UMB Fund ServicesMay 1995 - December 1997
Strong Funds 1994 - 1995
Skills
Investments, Equity Research, Finance, Asset Management, Equities, Mutual Funds, Portfolio Management, Hedge Funds, Bloomberg, Alternative Investments, Valuation
Education
Marquette University 1986 — 1990
BA, Business
Ealing
Jamie McKnight, CFA's Wasatch Advisors Experience October 2004 - November 2006
Job Equity Analyst at Rio Asset Management
Industry Investment Management
Experience
Rio Asset Management, LLC November 2006 - Present
Wasatch Advisors October 2004 - November 2006
Innovest Portfolio Solutions, LLC August 2003 - October 2004
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Equity Research, Equity Valuation, Asset Managment, Portfolio Management, Financial Modeling
Education
University of Colorado Boulder 1998 — 2002
B.A., Economics, Mathematics
Rio Asset Management, LLC November 2006 - Present
Wasatch Advisors October 2004 - November 2006
Innovest Portfolio Solutions, LLC August 2003 - October 2004
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Equity Research, Equity Valuation, Asset Managment, Portfolio Management, Financial Modeling
Education
University of Colorado Boulder 1998 — 2002
B.A., Economics, Mathematics
Jed Williams's Wasatch Advisors Experience March 2006 - Present
Job Director of Information Systems and Technology at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors March 2006 - Present
ING Funds November 2002 - October 2003
ING Funds July 2000 - November 2002
Skills
Data Warehousing, Business Analysis, Asset Management, Mutual Funds, Data Analysis, SQL, Project Management, Visio, Process Improvement
Education
Northern Arizona University-The W. A. Franke College of Business 1997 — 1999
BSBA, Finance
Wasatch Advisors March 2006 - Present
ING Funds November 2002 - October 2003
ING Funds July 2000 - November 2002
Skills
Data Warehousing, Business Analysis, Asset Management, Mutual Funds, Data Analysis, SQL, Project Management, Visio, Process Improvement
Education
Northern Arizona University-The W. A. Franke College of Business 1997 — 1999
BSBA, Finance
Matthew Welling's Wasatch Advisors Experience August 2015 - Present
Job Vice President at Wasatch Advisors
Industry Investment Management
Experience
Wasatch Advisors August 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2015
The Wharton School August 2012 - May 2014
PIMCO June 2008 - June 2012
Citi May 2006 - June 2008
Skills
Financial Modeling, Fixed Income, Bloomberg, Valuation, Private Equity, Investments, Portfolio Management, Financial Analysis, Asset Managment, Hedge Funds, Derivatives, Investment Management, Asset Allocation, Series 7, Credit, Risk Management, Alternative Investments, Mutual Funds, Equities, Capital Markets, Securities, Corporate Finance, Equity Research, Investment Banking, Investment Strategies, Finance, Bonds, Credit Analysis, Financial Services, Options, Financial Markets, Investment Advisory, Financial Advisory, Business Valuation, Financial Structuring, Credit Risk, Corporate Development, Equity Valuation, Financial Risk, Mergers, Series 66, Asset Management
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA, Finance, Real Estate
Brigham Young University
Bachelor of Science - Marriott School of, Finance
Wasatch Advisors August 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2015
The Wharton School August 2012 - May 2014
PIMCO June 2008 - June 2012
Citi May 2006 - June 2008
Skills
Financial Modeling, Fixed Income, Bloomberg, Valuation, Private Equity, Investments, Portfolio Management, Financial Analysis, Asset Managment, Hedge Funds, Derivatives, Investment Management, Asset Allocation, Series 7, Credit, Risk Management, Alternative Investments, Mutual Funds, Equities, Capital Markets, Securities, Corporate Finance, Equity Research, Investment Banking, Investment Strategies, Finance, Bonds, Credit Analysis, Financial Services, Options, Financial Markets, Investment Advisory, Financial Advisory, Business Valuation, Financial Structuring, Credit Risk, Corporate Development, Equity Valuation, Financial Risk, Mergers, Series 66, Asset Management
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA, Finance, Real Estate
Brigham Young University
Bachelor of Science - Marriott School of, Finance
Joseph Chris McCready's Wasatch Advisors Experience September 2003 - July 2004
Job Principal at Prizm Capital Partners
Industry Investment Management
Experience
Prizm Capital Partners August 2004 - Present
Wasatch Advisors September 2003 - July 2004
Dresdner RCM Global Investors April 2000 - May 2001
Morgan Stanley August 1996 - March 2000
Goldman Sachs March 1992 - July 1994
Education
The University of Chicago 1994 — 1996
MBA, Finance
Boston College 1986 — 1990
BA, Finance
Prizm Capital Partners August 2004 - Present
Wasatch Advisors September 2003 - July 2004
Dresdner RCM Global Investors April 2000 - May 2001
Morgan Stanley August 1996 - March 2000
Goldman Sachs March 1992 - July 1994
Education
The University of Chicago 1994 — 1996
MBA, Finance
Boston College 1986 — 1990
BA, Finance
David Powers, CFA CPA's Wasatch Advisors Experience August 2013 - Present
Job Portfolio Manager Large Cap Value at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors August 2013 - Present
Eagle Asset Management June 2012 - July 2013
VOYA (ING Investment Management) June 2007 - May 2012
Federated Investors July 2001 - May 2007
State Teachers of Ohio January 1997 - June 2001
Skills
Equities, Hedge Funds, Asset Managment, Bloomberg, Equity Research, Mutual Funds, Alternative Investments
Education
Kent State University - Graduate School of Management 1995 — 1996
MS, Accounting
Kent State University - Graduate School of Management 1994 — 1995
MBA, Finance
Fairleigh Dickinson University-Florham Campus 1983 — 1987
BS, Accounting
Wasatch Advisors August 2013 - Present
Eagle Asset Management June 2012 - July 2013
VOYA (ING Investment Management) June 2007 - May 2012
Federated Investors July 2001 - May 2007
State Teachers of Ohio January 1997 - June 2001
Skills
Equities, Hedge Funds, Asset Managment, Bloomberg, Equity Research, Mutual Funds, Alternative Investments
Education
Kent State University - Graduate School of Management 1995 — 1996
MS, Accounting
Kent State University - Graduate School of Management 1994 — 1995
MBA, Finance
Fairleigh Dickinson University-Florham Campus 1983 — 1987
BS, Accounting
Jackie Manuell's Wasatch Advisors Experience August 2006 - July 2007
Job Accounting Manager at Progressive Finance
Industry Financial Services
Experience
Progressive Leasing November 2013 - Present
TD Ameritrade October 2008 - November 2013
Wasatch Advisors August 2006 - July 2007
sundance catalog company 1997 - 2002
Mrs. Fields Cookies February 1990 - March 1993
Sorenco Laboratories 1987 - 1990
American Equity 1985 - 1987
Skills
Financial Analysis, Financial Reporting, Accounting, Strategic Financial..., Inventory Management, Sarbanes-Oxley Act, Auditing, Internal Audit, Microsoft Excel, Process Improvement, QuickBooks, Investments, Account Reconciliation, SAP, Accounts Receivable, Financial Modeling, Management, Forecasting, Internal Controls, GAAP, Analysis, Finance, Payroll, Mergers & Acquisitions, Corporate Finance, Access, Banking, Hyperion Enterprise, Risk Management, Financial Services, Budgets, SEC filings, US GAAP, Securities, Business Analysis, Financial Planning, Hyperion, SEC Filings
Education
Iowa State University 1979 — 1983
Accouting, Business
Iowa State University - College of Business 1979 — 1983
Accounting, Business
Progressive Leasing November 2013 - Present
TD Ameritrade October 2008 - November 2013
Wasatch Advisors August 2006 - July 2007
sundance catalog company 1997 - 2002
Mrs. Fields Cookies February 1990 - March 1993
Sorenco Laboratories 1987 - 1990
American Equity 1985 - 1987
Skills
Financial Analysis, Financial Reporting, Accounting, Strategic Financial..., Inventory Management, Sarbanes-Oxley Act, Auditing, Internal Audit, Microsoft Excel, Process Improvement, QuickBooks, Investments, Account Reconciliation, SAP, Accounts Receivable, Financial Modeling, Management, Forecasting, Internal Controls, GAAP, Analysis, Finance, Payroll, Mergers & Acquisitions, Corporate Finance, Access, Banking, Hyperion Enterprise, Risk Management, Financial Services, Budgets, SEC filings, US GAAP, Securities, Business Analysis, Financial Planning, Hyperion, SEC Filings
Education
Iowa State University 1979 — 1983
Accouting, Business
Iowa State University - College of Business 1979 — 1983
Accounting, Business
Amy Oreilly's Wasatch Advisors Experience November 2000 - November 2007
Job Consultant
Industry Financial Services
Experience
Self-employed May 2011 - Present
Wasatch Advisors November 2000 - November 2007
Wasatch Advisors November 2000 - October 2007
Skills
Equities, Valuation, Financial Modeling, Financial Analysis, Asset Managment, Alternative Investments, Asset Allocation, Mutual Funds, Private Equity, Investments, Hedge Funds, Asset Management, Equity Research, Investment Management, Emerging Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1997 — 1999
Master of Business Administration (MBA)
Tufts University 1987 — 1991
Bachelor of Science (B.S.), Mathematics and Quantitative Economics
Self-employed May 2011 - Present
Wasatch Advisors November 2000 - November 2007
Wasatch Advisors November 2000 - October 2007
Skills
Equities, Valuation, Financial Modeling, Financial Analysis, Asset Managment, Alternative Investments, Asset Allocation, Mutual Funds, Private Equity, Investments, Hedge Funds, Asset Management, Equity Research, Investment Management, Emerging Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1997 — 1999
Master of Business Administration (MBA)
Tufts University 1987 — 1991
Bachelor of Science (B.S.), Mathematics and Quantitative Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY