Asset Strategy Consulting
Asset Strategy Consulting List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Asset Strategy Consulting. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Asset Strategy Consulting Salaries. You can even request information on how much does Asset Strategy Consulting pay if you want to. Learn about salaries, pros and cons of working for Asset Strategy Consulting directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
20 Asset Strategy Consulting employees in database. Find out everything there's to know about Asset Strategy Consulting employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Asset Strategy Consulting Employees
Employee
Years
Job
Industry
Liza Taylor, MSOD Liza Taylor, MSOD's Asset Strategy Consulting Experience September 1997 - September 2000
Job Management & Organization Development Consultant, Culture Change, Offsite Facilitation
Industry Management Consulting
Experience
The Culture Advantage (Liza Taylor Inc.) January 2013 - Present
Lee Hecht Harrison January 2013 - Present
Hulu November 2011 - December 2012
Creative Channel Services / Omnicom September 2008 - November 2011
The Walt Disney Company August 2007 - August 2008
Health Net April 2006 - June 2007
HRL Laboratories June 2002 - April 2006
Line56 September 2000 - September 2001
Asset Strategy Consulting September 1997 - September 2000
Skills
Social Learning, Talent Development, Talent Management, Organizational..., Organizational Design, Executive Coaching, Leadership Development, Change Management, Performance Management, Employee Engagement, Strategy, Workshop Facilitation, Culture Change, Training, Performance Improvement, Organizational..., Coaching, Human Resources, Leadership, Management, Team Building, Succession Planning, E-Learning, Employee Training, Onboarding, Social Networking, Recruiting, Employee Relations, Talent Acquisition, Management Development, Program Management, Consulting, Start-ups, Strategic Planning, Entrepreneurship, Organizational Learning, Conflict Resolution, Business Strategy, Mergers & Acquisitions, Project Management
Education
Pepperdine University 2001 — 2003
Masters, Organization Development
University of California, Los Angeles 1999 — 2000
Professional Designation Human Resources, Human Resources
University of California, Santa Barbara 1992 — 1996
BA, Cultural Anthropology, Summa Cum Laude
Université Sorbonne Nouvelle - Paris 3 1990 — 1991
Language Certificate, French Language & Civilization
The Culture Advantage (Liza Taylor Inc.) January 2013 - Present
Lee Hecht Harrison January 2013 - Present
Hulu November 2011 - December 2012
Creative Channel Services / Omnicom September 2008 - November 2011
The Walt Disney Company August 2007 - August 2008
Health Net April 2006 - June 2007
HRL Laboratories June 2002 - April 2006
Line56 September 2000 - September 2001
Asset Strategy Consulting September 1997 - September 2000
Skills
Social Learning, Talent Development, Talent Management, Organizational..., Organizational Design, Executive Coaching, Leadership Development, Change Management, Performance Management, Employee Engagement, Strategy, Workshop Facilitation, Culture Change, Training, Performance Improvement, Organizational..., Coaching, Human Resources, Leadership, Management, Team Building, Succession Planning, E-Learning, Employee Training, Onboarding, Social Networking, Recruiting, Employee Relations, Talent Acquisition, Management Development, Program Management, Consulting, Start-ups, Strategic Planning, Entrepreneurship, Organizational Learning, Conflict Resolution, Business Strategy, Mergers & Acquisitions, Project Management
Education
Pepperdine University 2001 — 2003
Masters, Organization Development
University of California, Los Angeles 1999 — 2000
Professional Designation Human Resources, Human Resources
University of California, Santa Barbara 1992 — 1996
BA, Cultural Anthropology, Summa Cum Laude
Université Sorbonne Nouvelle - Paris 3 1990 — 1991
Language Certificate, French Language & Civilization
Michael Porter, CFA, CMA Michael Porter, CFA, CMA's Asset Strategy Consulting Experience 1997 - 2000
Job Vice President at AQR Capital Management
Industry Investment Management
Experience
AQR Capital Management September 2014 - Present
Saddle Peak Asset Management July 2011 - December 2012
Dimensional Fund Advisors 2006 - November 2010
Metropolitan West Asset Management July 2001 - September 2006
InvestorForce 2000 - 2001
Asset Strategy Consulting 1997 - 2000
Nissan 1996 - 1997
Verizon 1992 - 1996
Skills
Series 7, Series 63, Investments, Asset Management, Wealth Management, Financial Advisory, FINRA Series 6, Asset Managment, Fixed Income, Financial Analysis, Series 6, Asset Allocation, Portfolio Management, Investment Management, Financial Markets, Equities, Investment Strategies, Equity Research, Financial Services, Capital Markets, Emerging Markets, Strategic Financial..., Relationship Management, Finance, Strategy, Alternative Investments, Hedge Funds, Investment Advisory, Institutional..., Structured Finance, Mutual Funds, Bloomberg, Securities, Manage Client..., Communication
Education
Cornell University - S.C. Johnson Graduate School of Management 1990 — 1992
MBA, Focus: Finance and Investments
Villanova University 1985 — 1989
BS, Business Administration
AQR Capital Management September 2014 - Present
Saddle Peak Asset Management July 2011 - December 2012
Dimensional Fund Advisors 2006 - November 2010
Metropolitan West Asset Management July 2001 - September 2006
InvestorForce 2000 - 2001
Asset Strategy Consulting 1997 - 2000
Nissan 1996 - 1997
Verizon 1992 - 1996
Skills
Series 7, Series 63, Investments, Asset Management, Wealth Management, Financial Advisory, FINRA Series 6, Asset Managment, Fixed Income, Financial Analysis, Series 6, Asset Allocation, Portfolio Management, Investment Management, Financial Markets, Equities, Investment Strategies, Equity Research, Financial Services, Capital Markets, Emerging Markets, Strategic Financial..., Relationship Management, Finance, Strategy, Alternative Investments, Hedge Funds, Investment Advisory, Institutional..., Structured Finance, Mutual Funds, Bloomberg, Securities, Manage Client..., Communication
Education
Cornell University - S.C. Johnson Graduate School of Management 1990 — 1992
MBA, Focus: Finance and Investments
Villanova University 1985 — 1989
BS, Business Administration
Elizabeth L. Stanley Smart Elizabeth L. Stanley Smart's Asset Strategy Consulting Experience July 1997 - April 1999
Job Experienced Health Economics, Outcomes Research, Health Services Research Professional
Industry Research
Experience
Boehringer Ingelheim April 2015 - Present
Deloitte January 2011 - April 2015
Novartis July 2006 - January 2011
Emory University September 2004 - April 2006
Booz Allen Hamilton May 2005 - March 2006
Amgen July 1999 - August 2004
Asset Strategy Consulting July 1997 - April 1999
Skills
Health Services Research, Health Economics, Outcomes Research, Economic Modeling, Epidemiology, Health Policy, Pharmaceutical Industry, SAS, Pharmacoeconomics, Biostatistics, Data Analysis, Clinical Trials, Managed Care, Statistics, Public Health, Stata, Statistical Modeling, Global Health, Healthcare, Market Access, Program Evaluation, Qualitative Research, Strategy, Evidence-based Medicine, Research
Education
Novartis/Rutgers Health Economics and Outcomes Research (HEOR) Fellowship 2006 — 2008
Fellow, Health Economics and Outcomes Research
Emory University - Rollins School of Public Health 2004 — 2006
Master of Public Health (M.P.H.), Health Policy and Epidemiology
University of Southern California - Marshall School of Business 1993 — 1996
Bachelor of Science (B.S.), Business Administration: Finance
Boehringer Ingelheim April 2015 - Present
Deloitte January 2011 - April 2015
Novartis July 2006 - January 2011
Emory University September 2004 - April 2006
Booz Allen Hamilton May 2005 - March 2006
Amgen July 1999 - August 2004
Asset Strategy Consulting July 1997 - April 1999
Skills
Health Services Research, Health Economics, Outcomes Research, Economic Modeling, Epidemiology, Health Policy, Pharmaceutical Industry, SAS, Pharmacoeconomics, Biostatistics, Data Analysis, Clinical Trials, Managed Care, Statistics, Public Health, Stata, Statistical Modeling, Global Health, Healthcare, Market Access, Program Evaluation, Qualitative Research, Strategy, Evidence-based Medicine, Research
Education
Novartis/Rutgers Health Economics and Outcomes Research (HEOR) Fellowship 2006 — 2008
Fellow, Health Economics and Outcomes Research
Emory University - Rollins School of Public Health 2004 — 2006
Master of Public Health (M.P.H.), Health Policy and Epidemiology
University of Southern California - Marshall School of Business 1993 — 1996
Bachelor of Science (B.S.), Business Administration: Finance
Benjamin M. Lavine, CFA Benjamin M. Lavine, CFA's Asset Strategy Consulting Experience 1997 - 1999
Job Manager at Ben Lavine Consulting, LLC
Industry Investment Management
Experience
Ben Lavine Consulting, LLC July 2014 - Present
Batterymarch Financial Management September 2005 - June 2014
Wilshire Associates June 1999 - June 2005
Asset Strategy Consulting 1997 - 1999
Skills
Equities, Portfolio Management, Asset Allocation, Asset Management, Investment Management, Quantitative Research, Fixed Income, Investments, Capital Markets, Macro, Palantir, Quantitative Investing, Quantitative Analytics, Matlab, Bloomberg, Factset, Investment Strategies, Alternative Investments, Equity Research, Financial Modeling
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2005
MBA, Business Administration, Finance, A
University of California, San Diego 1991 — 1995
Bachelor of Arts (BA), Political Science and Economics, A
Ben Lavine Consulting, LLC July 2014 - Present
Batterymarch Financial Management September 2005 - June 2014
Wilshire Associates June 1999 - June 2005
Asset Strategy Consulting 1997 - 1999
Skills
Equities, Portfolio Management, Asset Allocation, Asset Management, Investment Management, Quantitative Research, Fixed Income, Investments, Capital Markets, Macro, Palantir, Quantitative Investing, Quantitative Analytics, Matlab, Bloomberg, Factset, Investment Strategies, Alternative Investments, Equity Research, Financial Modeling
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2005
MBA, Business Administration, Finance, A
University of California, San Diego 1991 — 1995
Bachelor of Arts (BA), Political Science and Economics, A
Cleo Chang Cleo Chang's Asset Strategy Consulting Experience January 1999 - December 2000
Job Managing Director, Head of Investment Research
Industry Financial Services
Experience
Wilshire Associates March 2005 - Present
Harris myCFO January 2001 - July 2003
Asset Strategy Consulting January 1999 - December 2000
Education
University of California, Berkeley
BA, Economics
University of Southern California - Marshall School of Business
MBA, Finance
Wilshire Associates March 2005 - Present
Harris myCFO January 2001 - July 2003
Asset Strategy Consulting January 1999 - December 2000
Education
University of California, Berkeley
BA, Economics
University of Southern California - Marshall School of Business
MBA, Finance
Dean Quan Dean Quan's Asset Strategy Consulting Experience July 1998 - February 2000
Job Director, Advanced Creative at Yahoo
Industry Internet
Experience
Yahoo March 2013 - Present
Yahoo! June 2012 - February 2013
Yahoo! July 2011 - June 2012
Yahoo! June 2006 - July 2011
eBay/PayPal May 2004 - June 2006
Yahoo Search Marketing September 2003 - May 2004
HealthAllies - a division of UnitedHealth Group March 2000 - November 2002
Asset Strategy Consulting July 1998 - February 2000
Education
SiriusDecisions Certification 2013 — 2013
Essentials of Product Marketing and Management
Scrum Alliance 2007 — 2007
Certified ScrumMaster
University of California, Los Angeles 2001 — 2001
Sequential Program in Project Management
University of California, Los Angeles 1994 — 1998
BA, International Economics
Yahoo March 2013 - Present
Yahoo! June 2012 - February 2013
Yahoo! July 2011 - June 2012
Yahoo! June 2006 - July 2011
eBay/PayPal May 2004 - June 2006
Yahoo Search Marketing September 2003 - May 2004
HealthAllies - a division of UnitedHealth Group March 2000 - November 2002
Asset Strategy Consulting July 1998 - February 2000
Education
SiriusDecisions Certification 2013 — 2013
Essentials of Product Marketing and Management
Scrum Alliance 2007 — 2007
Certified ScrumMaster
University of California, Los Angeles 2001 — 2001
Sequential Program in Project Management
University of California, Los Angeles 1994 — 1998
BA, International Economics
Claudia A. Rodriguez's Asset Strategy Consulting Experience February 1998 - May 1999
Job
Industry Automotive
Experience
Toyota Motor Sales September 2011 - Present
Toyota Financial Services July 2010 - August 2011
Toyota Motor Sales December 2008 - June 2010
Toyota Financial Services November 2007 - November 2008
Toyota Motor Sales August 2006 - November 2007
Brinton Economics Inc. May 1999 - August 2004
Asset Strategy Consulting February 1998 - May 1999
Skills
Market Research, Competitive Analysis, Cross-functional Team..., Management, Integrated Marketing, Strategy, Strategic Planning, Digital Marketing, Event Planning, Marketing, Project Management, Analytics
Education
California State University-Northridge
University of Southern California - Marshall School of Business
MBA
Toyota Motor Sales September 2011 - Present
Toyota Financial Services July 2010 - August 2011
Toyota Motor Sales December 2008 - June 2010
Toyota Financial Services November 2007 - November 2008
Toyota Motor Sales August 2006 - November 2007
Brinton Economics Inc. May 1999 - August 2004
Asset Strategy Consulting February 1998 - May 1999
Skills
Market Research, Competitive Analysis, Cross-functional Team..., Management, Integrated Marketing, Strategy, Strategic Planning, Digital Marketing, Event Planning, Marketing, Project Management, Analytics
Education
California State University-Northridge
University of Southern California - Marshall School of Business
MBA
Brian Yamasaki's Asset Strategy Consulting Experience 1994 - 1998
Job
Industry Law Practice
Experience
PayPal July 2015 - Present
eBay 2011 - July 2015
eBay 2007 - 2011
Latham & Watkins 2005 - 2007
Bingham McCutchen LLP 2003 - 2005
Sullivan & Cromwell LLP 2002 - 2003
U.S. Court of Appeals for the First Circuit 2001 - 2002
Asset Strategy Consulting 1994 - 1998
Skills
Intellectual Property, Legal Writing, Mergers & Acquisitions, Securities, Corporate Law, Corporate Governance, Strategic Investment, Debt & Equity Financing, E-commerce, Chartered Financial..., Cyberlaw, Joint Ventures, Trademarks, Start-ups, Securities Regulation, Legal Compliance, SEC, Venture Financing
Education
Stanford University Law School
J.D.
Stanford University
AB
PayPal July 2015 - Present
eBay 2011 - July 2015
eBay 2007 - 2011
Latham & Watkins 2005 - 2007
Bingham McCutchen LLP 2003 - 2005
Sullivan & Cromwell LLP 2002 - 2003
U.S. Court of Appeals for the First Circuit 2001 - 2002
Asset Strategy Consulting 1994 - 1998
Skills
Intellectual Property, Legal Writing, Mergers & Acquisitions, Securities, Corporate Law, Corporate Governance, Strategic Investment, Debt & Equity Financing, E-commerce, Chartered Financial..., Cyberlaw, Joint Ventures, Trademarks, Start-ups, Securities Regulation, Legal Compliance, SEC, Venture Financing
Education
Stanford University Law School
J.D.
Stanford University
AB
Rebecca Houck's Asset Strategy Consulting Experience 1996 - 1998
Job Corporate & Strategic Planning | Program Management | Management Consultant
Industry Financial Services
Experience
Premera Blue Cross 2013 - 2015
Premera Blue Cross 2010 - 2013
Premera Blue Cross 2005 - 2010
Premera Blue Cross 2001 - 2005
Premera Blue Cross 1999 - 2001
Asset Strategy Consulting 1996 - 1998
Asset Strategy Consulting 1995 - 1996
Skills
Program Management, Management, Strategic Planning, Corporate FP&A, Process Improvement, Cross-functional Team..., Business Analysis, Project Portfolio..., Health Insurance, Vendor Management, Collaborative Problem..., Project Management, Healthcare, Business Strategy, Building Effective..., Consensus Building, Business Intelligence, SDLC, Analytic Problem Solving, Organizational..., Business Process..., Leadership, SharePoint, Collaborative Leadership, Change Management, Finance, Strategy, Financial Modeling, IT Strategy, IT Management, Executive-level..., Financial Analysis, Business Planning, Management Consulting, PMO, Budgets, Financial Forecasting, Corporate Finance
Education
University of California, Los Angeles
Bachelor of Arts (BA), Business/Managerial Economics
University of Washington, Michael G. Foster School of Business
Master of Business Administration (MBA)
Premera Blue Cross 2013 - 2015
Premera Blue Cross 2010 - 2013
Premera Blue Cross 2005 - 2010
Premera Blue Cross 2001 - 2005
Premera Blue Cross 1999 - 2001
Asset Strategy Consulting 1996 - 1998
Asset Strategy Consulting 1995 - 1996
Skills
Program Management, Management, Strategic Planning, Corporate FP&A, Process Improvement, Cross-functional Team..., Business Analysis, Project Portfolio..., Health Insurance, Vendor Management, Collaborative Problem..., Project Management, Healthcare, Business Strategy, Building Effective..., Consensus Building, Business Intelligence, SDLC, Analytic Problem Solving, Organizational..., Business Process..., Leadership, SharePoint, Collaborative Leadership, Change Management, Finance, Strategy, Financial Modeling, IT Strategy, IT Management, Executive-level..., Financial Analysis, Business Planning, Management Consulting, PMO, Budgets, Financial Forecasting, Corporate Finance
Education
University of California, Los Angeles
Bachelor of Arts (BA), Business/Managerial Economics
University of Washington, Michael G. Foster School of Business
Master of Business Administration (MBA)
Matthew Sacks's Asset Strategy Consulting Experience 1997 - 2000
Job Financial Consultant at BMC
Industry Investment Management
Experience
BMC Senior Analyst, Funds Management Group - Hedge Fund OperationsWilshire Associates2005 - 2006
InvestorForce, Inc. 2000 - 2005
Asset Strategy Consulting 1997 - 2000
Education
University of California, Berkeley 1993 — 1997
Business Administration
BMC Senior Analyst, Funds Management Group - Hedge Fund OperationsWilshire Associates2005 - 2006
InvestorForce, Inc. 2000 - 2005
Asset Strategy Consulting 1997 - 2000
Education
University of California, Berkeley 1993 — 1997
Business Administration
Leslie Kautz's Asset Strategy Consulting Experience 1991 - 2001
Job Principal at Angeles Investment Advisors
Industry Investment Management
Experience
Angeles Investment Advisors April 2001 - Present
Spondylitis Association of America 2007 - 2012
Asset Strategy Consulting 1991 - 2001
Asset Strategy Consulting January 1991 - April 2000
Education
Princeton University 1983 — 1985
Master of Public Administration (MPA), International Affairs
Carleton College 1976 — 1980
Bachelor's degree, History
Angeles Investment Advisors April 2001 - Present
Spondylitis Association of America 2007 - 2012
Asset Strategy Consulting 1991 - 2001
Asset Strategy Consulting January 1991 - April 2000
Education
Princeton University 1983 — 1985
Master of Public Administration (MPA), International Affairs
Carleton College 1976 — 1980
Bachelor's degree, History
David New, CFA's Asset Strategy Consulting Experience 1996 - 1999
Job Managing Director at Dalton Investments
Industry Investment Management
Experience
Dalton Investments January 2008 - Present
Dimensional Fund Advisors 2002 - 2007
Wurts & Associates 2001 - 2002
Asset Strategy Consulting 1996 - 1999
FMC 1993 - 1996
Southern California Edison 1988 - 1992
Skills
Institutional..., Financial Markets, Pension Funds, New Business Development, Business Development, Portfolio Management, Hedge Funds, Investment Management, Alternative Investments, Asset Allocation, Venture Capital, Structured Products, Management, Asset Management, Chartered Financial..., Investments, Asset Managment, Equities
Education
University of California, Los Angeles - The Anderson School of Management 1986 — 1988
MBA
Yale University 1977 — 1981
BA
Dalton Investments January 2008 - Present
Dimensional Fund Advisors 2002 - 2007
Wurts & Associates 2001 - 2002
Asset Strategy Consulting 1996 - 1999
FMC 1993 - 1996
Southern California Edison 1988 - 1992
Skills
Institutional..., Financial Markets, Pension Funds, New Business Development, Business Development, Portfolio Management, Hedge Funds, Investment Management, Alternative Investments, Asset Allocation, Venture Capital, Structured Products, Management, Asset Management, Chartered Financial..., Investments, Asset Managment, Equities
Education
University of California, Los Angeles - The Anderson School of Management 1986 — 1988
MBA
Yale University 1977 — 1981
BA
Craig Horvath's Asset Strategy Consulting Experience August 1994 - July 1997
Job Global Head of Consultant Relations & Vice President at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors January 2011 - Present
BlackRock January 1998 - January 2011
DLJ Investment Management July 1997 - January 1998
Asset Strategy Consulting August 1994 - July 1997
Education
Occidental College
AB, English
University of Southern California - Marshall School of Business
MBA, IBEAR
Dimensional Fund Advisors January 2011 - Present
BlackRock January 1998 - January 2011
DLJ Investment Management July 1997 - January 1998
Asset Strategy Consulting August 1994 - July 1997
Education
Occidental College
AB, English
University of Southern California - Marshall School of Business
MBA, IBEAR
Jeff Kriegisch's Asset Strategy Consulting Experience 1997 - 2001
Job Consultant at AdvisoryWorld Financial Technology
Industry Financial Services
Experience
AdvisoryWorld Financial Technology January 2014 - Present
Wilshire Associates March 2008 - November 2013
National Planning Corporation (NPC) February 2004 - March 2008
Harris myCFO October 2001 - July 2003
Asset Strategy Consulting 1997 - 2001
Skills
Investment Advisory, Investments, Asset Allocation, Mutual Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Hedge Funds, Investment Management, Performance Attribution, Performance Reporting, Securities, Relationship Management, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Finance
University of California, Los Angeles 1994 — 1996
B.A., Finance
AdvisoryWorld Financial Technology January 2014 - Present
Wilshire Associates March 2008 - November 2013
National Planning Corporation (NPC) February 2004 - March 2008
Harris myCFO October 2001 - July 2003
Asset Strategy Consulting 1997 - 2001
Skills
Investment Advisory, Investments, Asset Allocation, Mutual Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Hedge Funds, Investment Management, Performance Attribution, Performance Reporting, Securities, Relationship Management, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Finance
University of California, Los Angeles 1994 — 1996
B.A., Finance
Peter Gunder's Asset Strategy Consulting Experience February 1997 - March 2000
Job Chief Business Development Officer at American Family Insurance
Industry Insurance
Experience
American Family Insurance January 2014 - Present
American Family Insurance January 2013 - January 2014
American Family Insurance August 2008 - May 2013
American Family Insurance February 2010 - May 2011
American Family Insurance Group August 2008 - February 2010
Cardinal Investment Advisors September 2001 - August 2008
Summit Strategies 2000 - September 2001
Asset Strategy Consulting February 1997 - March 2000
MMI Companies, Inc. 1985 - 1997
Atlantic Richfield October 1983 - August 1985
Skills
Investments, Investment Management, Insurance, Portfolio Management, Risk Management, Asset Management, Financial Modeling, Fixed Income, Financial Risk, Business Development, Strategic Financial..., Asset Managment, Valuation, Financial Analysis, Bonds, Venture Capital, Start-ups
Education
The University of Chicago Booth School of Business 1981 — 1983
MBA, Finance
Stanford University 1975 — 1979
BS, Mechanical Engineering
American Family Insurance January 2014 - Present
American Family Insurance January 2013 - January 2014
American Family Insurance August 2008 - May 2013
American Family Insurance February 2010 - May 2011
American Family Insurance Group August 2008 - February 2010
Cardinal Investment Advisors September 2001 - August 2008
Summit Strategies 2000 - September 2001
Asset Strategy Consulting February 1997 - March 2000
MMI Companies, Inc. 1985 - 1997
Atlantic Richfield October 1983 - August 1985
Skills
Investments, Investment Management, Insurance, Portfolio Management, Risk Management, Asset Management, Financial Modeling, Fixed Income, Financial Risk, Business Development, Strategic Financial..., Asset Managment, Valuation, Financial Analysis, Bonds, Venture Capital, Start-ups
Education
The University of Chicago Booth School of Business 1981 — 1983
MBA, Finance
Stanford University 1975 — 1979
BS, Mechanical Engineering
Alan Berkov, CFA's Asset Strategy Consulting Experience October 1995 - June 1999
Job Vice President Consultant Relations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Metropolitan West Asset Management April 2002 - August 2006
Wilshire Associates June 1999 - March 2002
Asset Strategy Consulting October 1995 - June 1999
Canterbury Consulting June 1993 - September 1995
Collins Associates December 1991 - December 1992
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Business
Pomona College 1984 — 1988
BA, Political Science
Fidelity Investments August 2007 - Present
Metropolitan West Asset Management April 2002 - August 2006
Wilshire Associates June 1999 - March 2002
Asset Strategy Consulting October 1995 - June 1999
Canterbury Consulting June 1993 - September 1995
Collins Associates December 1991 - December 1992
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Business
Pomona College 1984 — 1988
BA, Political Science
Ed Proft's Asset Strategy Consulting Experience August 1997 - January 2000
Job Owner at Proft Software Solutions
Industry Computer Software
Experience
Proft Software Solutions May 1999 - Present
Fire Mountain Gems and Beads September 2004 - September 2008
InvestorForce January 2000 - April 2001
Asset Strategy Consulting August 1997 - January 2000
Northrop Grumman Corporation June 1979 - July 1997
Skills
Software Engineering, Project Management, Web Development, Database Design, Windows software..., Microsoft SQL Server, MySQL, SQL, VB.NET, JavaScript, ColdFusion, VBScript, AJAX, XML, HTML, CSS, Perl, Fortran, CAD/CAM Software, Unix, Microsoft Office
Education
Texas A&M University 1975 — 1979
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
Proft Software Solutions May 1999 - Present
Fire Mountain Gems and Beads September 2004 - September 2008
InvestorForce January 2000 - April 2001
Asset Strategy Consulting August 1997 - January 2000
Northrop Grumman Corporation June 1979 - July 1997
Skills
Software Engineering, Project Management, Web Development, Database Design, Windows software..., Microsoft SQL Server, MySQL, SQL, VB.NET, JavaScript, ColdFusion, VBScript, AJAX, XML, HTML, CSS, Perl, Fortran, CAD/CAM Software, Unix, Microsoft Office
Education
Texas A&M University 1975 — 1979
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
Anna McGibbons's Asset Strategy Consulting Experience 1999 - 2001
Job Consultant at Angeles Investment Advisors
Industry Investment Management
Experience
Angeles Investment Advisors 2001 - Present
Asset Strategy Consulting 1999 - 2001
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investments, Mutual Funds
Education
University of California, Santa Barbara
BA, Business Economics
Angeles Investment Advisors 2001 - Present
Asset Strategy Consulting 1999 - 2001
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investments, Mutual Funds
Education
University of California, Santa Barbara
BA, Business Economics