Accuvest Global Advisors
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Accuvest Global Advisors Employees
Employee
Years
Job
Industry
Dustin Blodgett Dustin Blodgett's Accuvest Global Advisors Experience July 2012 - Present
Job Portfolio Administration at Accuvest Global Advisors
Industry Investment Management
Experience
Accuvest Global Advisors July 2012 - Present
RedStone Advisors, LLC. July 2011 - June 2012
Redi2 Technologies June 2009 - July 2011
Custom Ring Design January 2010 - April 2011
The Church of Jesus Christ of Latter-day Saints June 2007 - June 2009
Skills
Analysis, Public Speaking, Spanish, Leadership, Microsoft Excel, Marketing Strategy, PowerPoint, Research, Microsoft Word, Time Management, Sales, Team Leadership, Management, Microsoft Office, Customer Service, Strategic Planning, Team Building, Project Management, Financial Analysis, Business Development, Data Analysis, Training, Marketing, Salesforce.com, Access, Selling, Financial Modeling, Databases, Market Research, Strategy, Investments, Portfolio Management, Entrepreneurship, Risk Management, Bloomberg Terminal, Alternative Investments
Education
Brigham Young University 2009 — 2012
Bachelors, Business Management, Finance
Brigham Young University - Idaho 2006 — 2007
Business Managment
Accuvest Global Advisors July 2012 - Present
RedStone Advisors, LLC. July 2011 - June 2012
Redi2 Technologies June 2009 - July 2011
Custom Ring Design January 2010 - April 2011
The Church of Jesus Christ of Latter-day Saints June 2007 - June 2009
Skills
Analysis, Public Speaking, Spanish, Leadership, Microsoft Excel, Marketing Strategy, PowerPoint, Research, Microsoft Word, Time Management, Sales, Team Leadership, Management, Microsoft Office, Customer Service, Strategic Planning, Team Building, Project Management, Financial Analysis, Business Development, Data Analysis, Training, Marketing, Salesforce.com, Access, Selling, Financial Modeling, Databases, Market Research, Strategy, Investments, Portfolio Management, Entrepreneurship, Risk Management, Bloomberg Terminal, Alternative Investments
Education
Brigham Young University 2009 — 2012
Bachelors, Business Management, Finance
Brigham Young University - Idaho 2006 — 2007
Business Managment
Richard P. Richard P.'s Accuvest Global Advisors Experience June 2010 - May 2012
Job Financial/Data Analyst
Industry Computer Software
Experience
Chandler Asset Management June 2014 - September 2015
United Technologies June 2013 - May 2014
Noob Rescue, Inc. February 2013 - May 2014
Advent Software May 2012 - January 2013
Accuvest Global Advisors June 2010 - May 2012
United States Senate August 2009 - May 2010
London & Partners June 2009 - July 2009
Department of Homeland Security June 2008 - August 2008
HSBC Auto Finance June 2007 - August 2007
U.S. Pretrial Services June 2007 - August 2007
Education
University of California, Berkeley 2004 — 2009
Bachelor's degree, Political Economy
Indiana University - Kelley School of Business
University of California, Berkeley Extension
Corporate Finance, Corporate Finance, A - Letter Grade
Chandler Asset Management June 2014 - September 2015
United Technologies June 2013 - May 2014
Noob Rescue, Inc. February 2013 - May 2014
Advent Software May 2012 - January 2013
Accuvest Global Advisors June 2010 - May 2012
United States Senate August 2009 - May 2010
London & Partners June 2009 - July 2009
Department of Homeland Security June 2008 - August 2008
HSBC Auto Finance June 2007 - August 2007
U.S. Pretrial Services June 2007 - August 2007
Education
University of California, Berkeley 2004 — 2009
Bachelor's degree, Political Economy
Indiana University - Kelley School of Business
University of California, Berkeley Extension
Corporate Finance, Corporate Finance, A - Letter Grade
Sasha Chalak's Accuvest Global Advisors Experience January 2013 - April 2013
Job Accountant
Industry Accounting
Experience
Finance Solutions LLC April 2013 - September 2013
Accuvest Global Advisors January 2013 - April 2013
Skills
Bloomberg Terminal, Financial Accounting, Recruiting, Portfolio Optimization, Tax, Outlook, Marketing Communications, Microsoft CRM, WinSearch, Excel models, Bookkeeping, Microsoft Excel, Time Management, Access
Education
San Francisco State University 2009 — 2013
Accounting
Finance Solutions LLC April 2013 - September 2013
Accuvest Global Advisors January 2013 - April 2013
Skills
Bloomberg Terminal, Financial Accounting, Recruiting, Portfolio Optimization, Tax, Outlook, Marketing Communications, Microsoft CRM, WinSearch, Excel models, Bookkeeping, Microsoft Excel, Time Management, Access
Education
San Francisco State University 2009 — 2013
Accounting
Jason F. McConnell Jason F. McConnell's Accuvest Global Advisors Experience September 2011 - December 2012
Job CEO at My EdPrep
Industry Education Management
Experience
My EdPrep December 2012 - Present
Haas School of Business November 2012 - March 2014
UC Berkeley December 2009 - March 2014
Accuvest Global Advisors September 2011 - December 2012
The Children's Dental Foundation April 1999 - October 2006
MACDent March 2003 - August 2006
Skills
Fundraising, Grant Writing, Strategic Planning, Nonprofits, Public Speaking, Event Planning, Program Development, Social Entrepreneurship, Organizational..., Program Management, Entrepreneurship, Public Policy, Non-profit..., Non-profit Director, Financial Reporting, Financial Services, Manage Client..., Corporate Finance, Federal Government..., Education, Educational Leadership, Teaching
Education
University of California, Berkeley
Bachelor of Arts, Integrative Biology
University of California, Berkeley
Bachelor of Arts, Political Science
University of Southern California
Master of Arts (M.A.), Education
My EdPrep December 2012 - Present
Haas School of Business November 2012 - March 2014
UC Berkeley December 2009 - March 2014
Accuvest Global Advisors September 2011 - December 2012
The Children's Dental Foundation April 1999 - October 2006
MACDent March 2003 - August 2006
Skills
Fundraising, Grant Writing, Strategic Planning, Nonprofits, Public Speaking, Event Planning, Program Development, Social Entrepreneurship, Organizational..., Program Management, Entrepreneurship, Public Policy, Non-profit..., Non-profit Director, Financial Reporting, Financial Services, Manage Client..., Corporate Finance, Federal Government..., Education, Educational Leadership, Teaching
Education
University of California, Berkeley
Bachelor of Arts, Integrative Biology
University of California, Berkeley
Bachelor of Arts, Political Science
University of Southern California
Master of Arts (M.A.), Education
James Calhoun James Calhoun's Accuvest Global Advisors Experience July 2013 - Present
Job Senior Research Analyst & Portfolio Manager at Accuvest Global Advisors
Industry Investment Management
Experience
Accuvest Global Advisors July 2013 - Present
Ascentia Capital Partners August 2008 - July 2013
Skills
Portfolio Management, Investments, Asset Allocation, Financial Analysis, Alternative Strategies, Alternative Investments, Hedge Funds, Wealth Management, Client Relations, ETFs, Asset Management, Bloomberg, Equities, Valuation, Financial Modeling, Emerging Markets, Private Equity, Corporate Finance
Education
University of Nevada-Reno
MS Finance
University of Nevada-Reno 2003 — 2008
BS, Finance & Economics
Bellarmine College Preparatory
St. John Vianney Elementary
Accuvest Global Advisors July 2013 - Present
Ascentia Capital Partners August 2008 - July 2013
Skills
Portfolio Management, Investments, Asset Allocation, Financial Analysis, Alternative Strategies, Alternative Investments, Hedge Funds, Wealth Management, Client Relations, ETFs, Asset Management, Bloomberg, Equities, Valuation, Financial Modeling, Emerging Markets, Private Equity, Corporate Finance
Education
University of Nevada-Reno
MS Finance
University of Nevada-Reno 2003 — 2008
BS, Finance & Economics
Bellarmine College Preparatory
St. John Vianney Elementary
Sean Jordan's Accuvest Global Advisors Experience March 2013 - September 2014
Job Front Page Editor at Bleacher Report
Industry Sports
Experience
Bleacher Report January 2015 - Present
Bleacher Report September 2014 - January 2015
Accuvest Global Advisors March 2013 - September 2014
Heffernan Insurance Brokers / Heffernan Group July 2010 - February 2013
Shea Labagh Dobberstein June 2009 - September 2009
Nordstrom Inc. May 2008 - September 2009
Skills
Insurance, Risk Management, Social Media, Salesforce.com, Account Management, Microsoft Office, Team Leadership, Property & Casualty..., Microsoft CRM, Sales, Excel, Sales Management, Management, Leadership, Microsoft Excel, Sales Process, Negotiation, Microsoft Dynamics CRM, Marketing Strategy, Cold Calling, Salesforce, Sales Pipeline..., Salesforce Administrator, Epic Systems
Education
UC Santa Barbara 2006 — 2010
Bachelor of Arts, Business Economics
Sacred Heart Preparatory 2002 — 2006
High School Degree, High School/Secondary Diplomas and Certificates
Bleacher Report January 2015 - Present
Bleacher Report September 2014 - January 2015
Accuvest Global Advisors March 2013 - September 2014
Heffernan Insurance Brokers / Heffernan Group July 2010 - February 2013
Shea Labagh Dobberstein June 2009 - September 2009
Nordstrom Inc. May 2008 - September 2009
Skills
Insurance, Risk Management, Social Media, Salesforce.com, Account Management, Microsoft Office, Team Leadership, Property & Casualty..., Microsoft CRM, Sales, Excel, Sales Management, Management, Leadership, Microsoft Excel, Sales Process, Negotiation, Microsoft Dynamics CRM, Marketing Strategy, Cold Calling, Salesforce, Sales Pipeline..., Salesforce Administrator, Epic Systems
Education
UC Santa Barbara 2006 — 2010
Bachelor of Arts, Business Economics
Sacred Heart Preparatory 2002 — 2006
High School Degree, High School/Secondary Diplomas and Certificates
Devin Blodgett's Accuvest Global Advisors Experience May 2007 - August 2007
Job Wealth Advisor
Industry Financial Services
Experience
Blakely Financial Services February 2013 - Present
Goldman Sachs June 2008 - February 2013
Accuvest Global Advisors May 2007 - August 2007
Bull's Eye Pest Control April 2006 - August 2006
Skills
Equities, Sales, Leadership, Financial Modeling, Training, Entrepreneurship, Securities, Options
Education
Brigham Young University 2004 — 2008
BS, Business Management, Financial Services
Blakely Financial Services February 2013 - Present
Goldman Sachs June 2008 - February 2013
Accuvest Global Advisors May 2007 - August 2007
Bull's Eye Pest Control April 2006 - August 2006
Skills
Equities, Sales, Leadership, Financial Modeling, Training, Entrepreneurship, Securities, Options
Education
Brigham Young University 2004 — 2008
BS, Business Management, Financial Services
Miles Waltman's Accuvest Global Advisors Experience May 2015 - August 2015
Job Summer Intern at Accuvest Global Advisors
Industry Accounting
Experience
Accuvest Global Advisors May 2015 - August 2015
WaltmanCo August 2014 - June 2015
Skills
Social Media Marketing, Bahasa Indonesia, Marketing Strategy, Sales, Business Strategy, Customer Service, Entrepreneurship, Leadership, Management, Marketing, Microsoft Excel, Microsoft Office, Public Speaking, Research, Start-ups
Education
Brigham Young University 2011 — 2016
Bachelor's Degree, Finance, 3.75 Cumulative GPA
East High School 2007 — 2011
High School, 3.95 Cumulative GPA
Accuvest Global Advisors May 2015 - August 2015
WaltmanCo August 2014 - June 2015
Skills
Social Media Marketing, Bahasa Indonesia, Marketing Strategy, Sales, Business Strategy, Customer Service, Entrepreneurship, Leadership, Management, Marketing, Microsoft Excel, Microsoft Office, Public Speaking, Research, Start-ups
Education
Brigham Young University 2011 — 2016
Bachelor's Degree, Finance, 3.75 Cumulative GPA
East High School 2007 — 2011
High School, 3.95 Cumulative GPA
Rachel Kuiper Rachel Kuiper's Accuvest Global Advisors Experience March 2012 - May 2015
Job HR Specialist at HR for Health
Industry Human Resources
Experience
HR for Health July 2015 - Present
Accuvest Global Advisors March 2012 - May 2015
Virgin America November 2011 - July 2013
Ames Seminars July 2010 - July 2011
Accuvest Global Advisors May 2010 - July 2010
UC Santa Barbara August 2007 - March 2010
Private Home August 2007 - December 2009
Sport Clips Haircuts May 2009 - August 2009
Skills
Compliance, Compliance Testing, Risk Assessment, SEC filings, GIPS Compliance, Research, Best Execution, Compliance Training, Customer Service
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts, History
Paris Beauty College 2005 — 2006
Cosmetology
NRS Education
Investment Adviser Core Compliance Program
HR for Health July 2015 - Present
Accuvest Global Advisors March 2012 - May 2015
Virgin America November 2011 - July 2013
Ames Seminars July 2010 - July 2011
Accuvest Global Advisors May 2010 - July 2010
UC Santa Barbara August 2007 - March 2010
Private Home August 2007 - December 2009
Sport Clips Haircuts May 2009 - August 2009
Skills
Compliance, Compliance Testing, Risk Assessment, SEC filings, GIPS Compliance, Research, Best Execution, Compliance Training, Customer Service
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts, History
Paris Beauty College 2005 — 2006
Cosmetology
NRS Education
Investment Adviser Core Compliance Program
Meleah Campbell's Accuvest Global Advisors Experience December 2013 - May 2014
Job Seeking Position in Event Coordinating
Industry Nonprofit Organization Management
Experience
Moxtra February 2015 - August 2015
Campbell Peachey & Associates August 2014 - February 2015
United States Army Garrison: Child Youth Services June 2014 - August 2014
Accuvest Global Advisors December 2013 - May 2014
DC Public Education Fund September 2013 - December 2013
StudentsFirst January 2013 - May 2013
My Gym Children's Fitness Center November 2009 - January 2012
Skills
Event Planning, Nonprofits, Fundraising, Community Outreach, Grant Writing, Volunteer Management, Public Speaking, Politics, Policy Analysis, Leadership, Microsoft Excel, Marketing, Research, Social Media, PowerPoint, Public Relations, Microsoft Office, Management
Education
University of California, Davis 2012 — 2014
Bachelor of Arts (B.A.), Communication
De Anza College 2009 — 2012
Associate of Arts (A.A.), Business Administration
Moxtra February 2015 - August 2015
Campbell Peachey & Associates August 2014 - February 2015
United States Army Garrison: Child Youth Services June 2014 - August 2014
Accuvest Global Advisors December 2013 - May 2014
DC Public Education Fund September 2013 - December 2013
StudentsFirst January 2013 - May 2013
My Gym Children's Fitness Center November 2009 - January 2012
Skills
Event Planning, Nonprofits, Fundraising, Community Outreach, Grant Writing, Volunteer Management, Public Speaking, Politics, Policy Analysis, Leadership, Microsoft Excel, Marketing, Research, Social Media, PowerPoint, Public Relations, Microsoft Office, Management
Education
University of California, Davis 2012 — 2014
Bachelor of Arts (B.A.), Communication
De Anza College 2009 — 2012
Associate of Arts (A.A.), Business Administration
Ryan Rezaei Ryan Rezaei's Accuvest Global Advisors Experience May 2008 - May 2009
Job Special Assistant United States Attorney at United States Attorney's Office
Industry Law Practice
Experience
United States Attorney's Office September 2015 - Present
United States Attorney's Office January 2015 - July 2015
Archer Norris October 2012 - December 2014
California Court of Appeal, First Appellate District January 2012 - April 2012
Archer Norris May 2011 - August 2011
Alameda County District Attorney's Office February 2011 - April 2011
Superior Court of California, Criminal Division May 2009 - August 2009
Accuvest Global Advisors May 2008 - May 2009
U.S. Department of Justice, Civil Rights Division June 2007 - August 2007
Skills
Legal Research, Legal Writing, Litigation, Class Actions, Civil Rights, Depositions, Motions, Civil Litigation, Westlaw, Mediation, Courts, Lexis, Commercial Litigation
Education
University of California, Hastings College of the Law 2009 — 2012
J.D., Cum Laude
University of California, Berkeley 2004 — 2008
B.A.
United States Attorney's Office September 2015 - Present
United States Attorney's Office January 2015 - July 2015
Archer Norris October 2012 - December 2014
California Court of Appeal, First Appellate District January 2012 - April 2012
Archer Norris May 2011 - August 2011
Alameda County District Attorney's Office February 2011 - April 2011
Superior Court of California, Criminal Division May 2009 - August 2009
Accuvest Global Advisors May 2008 - May 2009
U.S. Department of Justice, Civil Rights Division June 2007 - August 2007
Skills
Legal Research, Legal Writing, Litigation, Class Actions, Civil Rights, Depositions, Motions, Civil Litigation, Westlaw, Mediation, Courts, Lexis, Commercial Litigation
Education
University of California, Hastings College of the Law 2009 — 2012
J.D., Cum Laude
University of California, Berkeley 2004 — 2008
B.A.
Chris Heyman, CFA's Accuvest Global Advisors Experience January 2008 - Present
Job Operations and Trading Manager
Industry Investment Management
Experience
Accuvest Global Advisors January 2008 - Present
William Wright Associates May 2006 - December 2007
Education
Brigham Young University 2000 — 2006
BS, Finance
Accuvest Global Advisors January 2008 - Present
William Wright Associates May 2006 - December 2007
Education
Brigham Young University 2000 — 2006
BS, Finance
Brad Jensen's Accuvest Global Advisors Experience 2008 - Present
Job Managing Director at Accuvest Global Advisors
Industry Investment Management
Experience
Accuvest Global Advisors 2008 - Present
William Wright Associates, Ltd. 1985 - Present
Skills
Asset Allocation, Investment Strategies, Portfolio Management, Securities Selection
Education
Thunderbird School of Global Management
Master of Business Administration (MBA), International Finance
Accuvest Global Advisors 2008 - Present
William Wright Associates, Ltd. 1985 - Present
Skills
Asset Allocation, Investment Strategies, Portfolio Management, Securities Selection
Education
Thunderbird School of Global Management
Master of Business Administration (MBA), International Finance
Chris Rains's Accuvest Global Advisors Experience May 2009 - August 2009
Job GSO, US Embassy Sana'a 201213
Industry International Affairs
Experience
U.S. Department of State September 2011 - Present
State Street Bank June 2010 - July 2011
Accuvest Global Advisors May 2009 - August 2009
JPMorgan January 2009 - April 2009
Adventures for a Cause February 2008 - August 2008
The Church of Jesus Christ of Latter-day Saints January 2005 - December 2006
Skills
Microsoft Excel, Crisis Management, Logistics Management, Accounting, Cantonese, Mandarin
Education
Brigham Young University 2003 — 2010
Finance, Finance
U.S. Department of State September 2011 - Present
State Street Bank June 2010 - July 2011
Accuvest Global Advisors May 2009 - August 2009
JPMorgan January 2009 - April 2009
Adventures for a Cause February 2008 - August 2008
The Church of Jesus Christ of Latter-day Saints January 2005 - December 2006
Skills
Microsoft Excel, Crisis Management, Logistics Management, Accounting, Cantonese, Mandarin
Education
Brigham Young University 2003 — 2010
Finance, Finance
David Garff's Accuvest Global Advisors Experience March 2005 - Present
Job President at Accuvest Global Advisors
Industry Investment Management
Experience
Accuvest Global Advisors March 2005 - Present
Morgan Stanley Smith Barney March 1998 - March 2005
Merrill Lynch August 1992 - March 1995
Skills
Active ETFs, Liquid Alternatives, Alternative Investments, ETFs, Asset Allocation, Asset Managment, Equities, Hedge Funds, Portfolio Management, Investment Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1998
MBA, Finance
Brigham Young University 1985 — 1992
BA, Economics/Spanish Transaltion
Accuvest Global Advisors March 2005 - Present
Morgan Stanley Smith Barney March 1998 - March 2005
Merrill Lynch August 1992 - March 1995
Skills
Active ETFs, Liquid Alternatives, Alternative Investments, ETFs, Asset Allocation, Asset Managment, Equities, Hedge Funds, Portfolio Management, Investment Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1998
MBA, Finance
Brigham Young University 1985 — 1992
BA, Economics/Spanish Transaltion