Dimensional Fund Advisors
Industry: Investment management company
DescriptionDimensional Fund Advisors L.P. is an investment firm headquartered in Austin, Texas, United States and has affiliates with offices in the US, Canada, UK, Germany, Netherlands, Australia, Singapore, and Japan. Headquarters: Austin, Texas, United States Founded: 1981 Number of employees: 1,300 Founders: David G. Booth, Rex Sinquefield, Eugene Fama Subsidiaries: DFA Australia Limited, Key people: David G. Booth, Dave Butler
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Dimensional Fund Advisors Employees
Employee
Years
Job
Industry
Crissy Fucigna Crissy Fucigna's Dimensional Fund Advisors Experience August 2014 - Present
Job Recruiting Coordinator at Dimensional Fund Advisors
Industry Staffing and Recruiting
Experience
Dimensional Fund Advisors August 2014 - Present
Insight Global August 2013 - June 2014
Lawson Roberts & White Tuxedo Productions August 2012 - April 2013
Thames Talent Ltd May 2011 - August 2011
Skills
Marketing Communications, Event Planning, Event Management, Microsoft Office, Organization, Social Media, Business Strategy
Education
College of Charleston 2010 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
weston high school
weston high school
Dimensional Fund Advisors August 2014 - Present
Insight Global August 2013 - June 2014
Lawson Roberts & White Tuxedo Productions August 2012 - April 2013
Thames Talent Ltd May 2011 - August 2011
Skills
Marketing Communications, Event Planning, Event Management, Microsoft Office, Organization, Social Media, Business Strategy
Education
College of Charleston 2010 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
weston high school
weston high school
Connor Curry, CPA Connor Curry, CPA's Dimensional Fund Advisors Experience January 2010 - May 2010
Job Senior Associate at PwC
Industry Accounting
Experience
PwC June 2014 - Present
PwC June 2012 - May 2014
PwC August 2011 - May 2012
Bucknell Student Managed Investment Fund August 2010 - May 2011
Dimensional Fund Advisors January 2010 - May 2010
Skills
US GAAP, CPA, Accounting, SEC filings, Internal Controls, Financial Analysis, Financial Reporting, Assurance, Financial Accounting, Sarbanes-Oxley Act, Auditing, External Audit, Financial Statements, Asset Valuation, Microsoft Excel, Portfolio Management, SEC Filings
Education
Bucknell University 2007 — 2011
Bachelor of Science, Accounting, Cum Laude
City University (GB)
Finance
PwC June 2014 - Present
PwC June 2012 - May 2014
PwC August 2011 - May 2012
Bucknell Student Managed Investment Fund August 2010 - May 2011
Dimensional Fund Advisors January 2010 - May 2010
Skills
US GAAP, CPA, Accounting, SEC filings, Internal Controls, Financial Analysis, Financial Reporting, Assurance, Financial Accounting, Sarbanes-Oxley Act, Auditing, External Audit, Financial Statements, Asset Valuation, Microsoft Excel, Portfolio Management, SEC Filings
Education
Bucknell University 2007 — 2011
Bachelor of Science, Accounting, Cum Laude
City University (GB)
Finance
Iskandar Pashayev Iskandar Pashayev's Dimensional Fund Advisors Experience May 2015 - August 2015
Job Investment Analytics & Data Intern at Dimensional Fund Advisors
Industry Financial Services
Experience
ASU Student Investment Management Fund August 2014 - Present
Dimensional Fund Advisors May 2015 - August 2015
Incentive Lab May 2013 - November 2014
Better Business Bureau of Central, Northern & Western Arizona March 2013 - April 2013
Skills
Research, Economics, Python, Java, Data Analysis, C++, Financial Modeling, Statistics, Web Scraping, SQL, Algorithms, Matlab, Presentations
Education
Arizona State University 2012 — 2016
Bachelor's Degree, Finance, Computational Mathematical Sciences
Chaparral High School 2008 — 2012
ASU Student Investment Management Fund August 2014 - Present
Dimensional Fund Advisors May 2015 - August 2015
Incentive Lab May 2013 - November 2014
Better Business Bureau of Central, Northern & Western Arizona March 2013 - April 2013
Skills
Research, Economics, Python, Java, Data Analysis, C++, Financial Modeling, Statistics, Web Scraping, SQL, Algorithms, Matlab, Presentations
Education
Arizona State University 2012 — 2016
Bachelor's Degree, Finance, Computational Mathematical Sciences
Chaparral High School 2008 — 2012
Madison Ashpitz's Dimensional Fund Advisors Experience August 2012 - January 2013
Job Unit Coordinator at Timberline Condominiums
Industry Public Relations and Communications
Experience
Timberline Condominiums October 2014 - Present
Whitman Fine Properties May 2014 - October 2014
Cenpatico November 2013 - April 2014
Dimensional Fund Advisors August 2012 - January 2013
Dimensional Fund Advisors August 2011 - August 2012
Dimensional Fund Advisors June 2011 - August 2011
Sokolove Law LLC January 2010 - June 2010
Commonwealth Promotion September 2008 - January 2010
Skills
Digital Marketing, Direct Marketing, Social Media, Public Relations, Graphic Design, Event Planning, Marketing Communications, Social Media Marketing, Integrated Marketing, Digital Strategy, Facebook, Social Networking, Leadership, Product Management, Lead Generation, Marketing
Education
Boston University 2005 — 2009
Bachelor of Science, Communications
Timberline Condominiums October 2014 - Present
Whitman Fine Properties May 2014 - October 2014
Cenpatico November 2013 - April 2014
Dimensional Fund Advisors August 2012 - January 2013
Dimensional Fund Advisors August 2011 - August 2012
Dimensional Fund Advisors June 2011 - August 2011
Sokolove Law LLC January 2010 - June 2010
Commonwealth Promotion September 2008 - January 2010
Skills
Digital Marketing, Direct Marketing, Social Media, Public Relations, Graphic Design, Event Planning, Marketing Communications, Social Media Marketing, Integrated Marketing, Digital Strategy, Facebook, Social Networking, Leadership, Product Management, Lead Generation, Marketing
Education
Boston University 2005 — 2009
Bachelor of Science, Communications
Ryan Chaplinski Ryan Chaplinski's Dimensional Fund Advisors Experience February 2015 - Present
Job Vice President at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors February 2015 - Present
Dimensional Fund Advisors June 2011 - February 2015
The Vanguard Group September 2004 - June 2011
The Vanguard Group March 2000 - September 2004
Vanguard June 1997 - March 2000
Skills
Series 7, Series 63, Series 65, Series 24
Education
Arizona State University - W. P. Carey School of Business 1999 — 2001
MBA
Cornell University 1989 — 1993
BA, History
Dimensional Fund Advisors February 2015 - Present
Dimensional Fund Advisors June 2011 - February 2015
The Vanguard Group September 2004 - June 2011
The Vanguard Group March 2000 - September 2004
Vanguard June 1997 - March 2000
Skills
Series 7, Series 63, Series 65, Series 24
Education
Arizona State University - W. P. Carey School of Business 1999 — 2001
MBA
Cornell University 1989 — 1993
BA, History
Amy Groark's Dimensional Fund Advisors Experience February 2007 - December 2007
Job Student at Arizona State University
Industry Hospital & Health Care
Experience
PING May 2013 - July 2014
Trident Seafoods September 2010 - December 2012
Hopelink August 2009 - July 2010
Keller Rohrback L.L.P. December 2007 - July 2009
Dimensional Fund Advisors February 2007 - December 2007
MAXIMUS August 2006 - February 2007
Isaac Elementary School District February 2005 - August 2006
Skills
Finance, Management, Microsoft Excel
Education
Arizona State University 2015 — 2015
Bachelor of Science in Nursing (B.S.N.), Registered Nursing, Nursing Research and Clinical Nursing
Arizona State University 2000 — 2004
Bachelor of Arts (B.A.), Humanities/Psychology
University of Washington
Post-Baccalaureate Certificate, Paralegal Studies
PING May 2013 - July 2014
Trident Seafoods September 2010 - December 2012
Hopelink August 2009 - July 2010
Keller Rohrback L.L.P. December 2007 - July 2009
Dimensional Fund Advisors February 2007 - December 2007
MAXIMUS August 2006 - February 2007
Isaac Elementary School District February 2005 - August 2006
Skills
Finance, Management, Microsoft Excel
Education
Arizona State University 2015 — 2015
Bachelor of Science in Nursing (B.S.N.), Registered Nursing, Nursing Research and Clinical Nursing
Arizona State University 2000 — 2004
Bachelor of Arts (B.A.), Humanities/Psychology
University of Washington
Post-Baccalaureate Certificate, Paralegal Studies
Paul Braverman Paul Braverman's Dimensional Fund Advisors Experience May 2014 - August 2014
Job Student at University of Chicago
Industry Research
Experience
Dimensional Fund Advisors May 2014 - August 2014
BNP Paribas June 2013 - August 2013
Skills
Economics, Matlab, Financial Econometrics, Portfolio Management, Econometrics, Financial Engineering, Derivatives, Financial Modeling, Financial Analysis, Stata, Microsoft Excel, Microsoft Word, Statistics, PowerPoint, Data Analysis, VBA, Microsoft SQL Server
Education
The University of Chicago Booth School of Business 2015 — 2019
Doctor of Philosophy (PhD), Finance, General
Cambridge Judge Business School 2014 — 2015
Master of Philosophy (MPhil), Finance - Financial Engineering
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General, 3.84
University of Michigan 2009 — 2014
Bachelor of Business Administration (BBA), Bachelor of Science (BS), Econometrics and Quantitative Economics, Finance, Concentration GPA: 3.90/4.00
Dimensional Fund Advisors May 2014 - August 2014
BNP Paribas June 2013 - August 2013
Skills
Economics, Matlab, Financial Econometrics, Portfolio Management, Econometrics, Financial Engineering, Derivatives, Financial Modeling, Financial Analysis, Stata, Microsoft Excel, Microsoft Word, Statistics, PowerPoint, Data Analysis, VBA, Microsoft SQL Server
Education
The University of Chicago Booth School of Business 2015 — 2019
Doctor of Philosophy (PhD), Finance, General
Cambridge Judge Business School 2014 — 2015
Master of Philosophy (MPhil), Finance - Financial Engineering
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General, 3.84
University of Michigan 2009 — 2014
Bachelor of Business Administration (BBA), Bachelor of Science (BS), Econometrics and Quantitative Economics, Finance, Concentration GPA: 3.90/4.00
Clarrissa Corbett, PMP Clarrissa Corbett, PMP's Dimensional Fund Advisors Experience June 2014 - Present
Job Manager, Talent Management at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors June 2014 - Present
Dimensional Fund Advisors March 2012 - June 2014
Harte-Hanks, Inc. November 2010 - March 2012
Masco Contractor Services December 2006 - November 2010
First Data Corporation February 2005 - November 2006
First Data Corporation January 2003 - January 2005
Skills
Change Management, Process Improvement, Vendor Management, Performance Management, Project Management, Training, Team Building, Instructional Design, Program Management, Business Process..., PeopleSoft, Leadership Development, Enterprise Software, ERP, Talent Management, Employee Training, Employee Engagement, Coaching, Organizational..., Employee Relations, Human Resources, Management, Leadership, Analysis, Training Delivery, Onboarding, Strategic Planning
Education
Baker College Center for Graduate Studies 2006 — 2008
MBA, Human Resource Management
Texas A&M University-Corpus Christi 2003 — 2005
MA, English Studies
Texas A&M University-Corpus Christi 1998 — 2003
BA / BFA, English Studies / Fine Arts
ASTD Leadership Program Development
Pleasanton High School
Dimensional Fund Advisors June 2014 - Present
Dimensional Fund Advisors March 2012 - June 2014
Harte-Hanks, Inc. November 2010 - March 2012
Masco Contractor Services December 2006 - November 2010
First Data Corporation February 2005 - November 2006
First Data Corporation January 2003 - January 2005
Skills
Change Management, Process Improvement, Vendor Management, Performance Management, Project Management, Training, Team Building, Instructional Design, Program Management, Business Process..., PeopleSoft, Leadership Development, Enterprise Software, ERP, Talent Management, Employee Training, Employee Engagement, Coaching, Organizational..., Employee Relations, Human Resources, Management, Leadership, Analysis, Training Delivery, Onboarding, Strategic Planning
Education
Baker College Center for Graduate Studies 2006 — 2008
MBA, Human Resource Management
Texas A&M University-Corpus Christi 2003 — 2005
MA, English Studies
Texas A&M University-Corpus Christi 1998 — 2003
BA / BFA, English Studies / Fine Arts
ASTD Leadership Program Development
Pleasanton High School
Joanna Slusarz Joanna Slusarz's Dimensional Fund Advisors Experience March 2005 - December 2010
Job Technical Writer Marketing at Laserfiche
Industry Marketing and Advertising
Experience
Laserfiche December 2011 - Present
Renaissance High School for the Arts January 2011 - June 2011
Dimensional Fund Advisors March 2005 - December 2010
Skills
Data Analysis, Research, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Copy Editing, SQL, Microsoft Word, Presentations, Technical Writing, VBA, HTML, Laserfiche, Word Press, Writing, Microsoft SQL Server, Lesson Planning, Teaching, Leadership, Creativity, Event Planning, Blogging, Analysis
Education
California State University-Long Beach 2009 — 2011
Single Subject Credential, Foundational Mathematics
University of Southern California 2000 — 2004
BS, Business Administration - Information Systems and Global Marketing
Torrance High School 1996 — 2000
High School Diploma
Laserfiche December 2011 - Present
Renaissance High School for the Arts January 2011 - June 2011
Dimensional Fund Advisors March 2005 - December 2010
Skills
Data Analysis, Research, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Copy Editing, SQL, Microsoft Word, Presentations, Technical Writing, VBA, HTML, Laserfiche, Word Press, Writing, Microsoft SQL Server, Lesson Planning, Teaching, Leadership, Creativity, Event Planning, Blogging, Analysis
Education
California State University-Long Beach 2009 — 2011
Single Subject Credential, Foundational Mathematics
University of Southern California 2000 — 2004
BS, Business Administration - Information Systems and Global Marketing
Torrance High School 1996 — 2000
High School Diploma
Reed Riley, PMP's Dimensional Fund Advisors Experience 2008 - 2013
Job Sr. IT Project Manager at Emerson
Industry Computer Software
Experience
Emerson 2013 - Present
Dimensional Fund Advisors 2008 - 2013
Multiple Technology Companies 2004 - 2008
Motorola 1992 - 2003
Skills
Software Development, Agile Methodologies, SQL, Business Analysis, Project Management, Agile Project Management, Unix, PMP, Data Modeling, MS Project, Business Requirements, Software Project..., Process Automation, ITIL Certified, Reporting Systems, System Automation, Requirements Gathering, Requirements Analysis, Employee Training, Process Mapping, Service Level Agreements, Data Quality Control, Global Communications, Financial Reporting, Dashboard, Budgets, Error Analysis, Project Planning, Product Forecasting, Corrective Actions, Technical Documentation, Visio, Data Analysis, Databases, Web-based Software..., MySQL, Systems Analysis, Object Oriented Design, Microsoft Project, Linux, Business Process Mapping, Integration
Education
St. Edward's University
Bachelor of Arts (BA)
Austin Community College
Associate of Applied Science
Austin Community College
Emerson 2013 - Present
Dimensional Fund Advisors 2008 - 2013
Multiple Technology Companies 2004 - 2008
Motorola 1992 - 2003
Skills
Software Development, Agile Methodologies, SQL, Business Analysis, Project Management, Agile Project Management, Unix, PMP, Data Modeling, MS Project, Business Requirements, Software Project..., Process Automation, ITIL Certified, Reporting Systems, System Automation, Requirements Gathering, Requirements Analysis, Employee Training, Process Mapping, Service Level Agreements, Data Quality Control, Global Communications, Financial Reporting, Dashboard, Budgets, Error Analysis, Project Planning, Product Forecasting, Corrective Actions, Technical Documentation, Visio, Data Analysis, Databases, Web-based Software..., MySQL, Systems Analysis, Object Oriented Design, Microsoft Project, Linux, Business Process Mapping, Integration
Education
St. Edward's University
Bachelor of Arts (BA)
Austin Community College
Associate of Applied Science
Austin Community College
Jessica Harvey's Dimensional Fund Advisors Experience February 2014 - July 2014
Job Associate Director, Career Management at The Advisory Board Company
Industry Human Resources
Experience
The Advisory Board Company July 2014 - Present
Dimensional Fund Advisors February 2014 - July 2014
Dimensional Fund Advisors February 2013 - February 2014
Dimensional Fund Advisors October 2011 - February 2013
Spurs Sports & Entertainment March 2011 - August 2011
Spurs Sports & Entertainment May 2010 - April 2011
Skills
Instructional Design, Customer Service, Fundraising, InDesign, Photoshop, Non-profits, Social Media, PowerPoint, Event Management, Advertising, Illustrator, Facebook, Event Planning, Outlook, Microsoft Office, Database Management, Scheduling, Word, Adobe Creative Suite, Excel, Customer Relations, Editing, Writing, Marketing Communications, Teamwork, Employee Training, Learning Management..., Instructor-led Training, Mobile Learning, Recruiting, Talent Management, Social Networking, Marketing, Training, Microsoft Excel, Nonprofits, Microsoft Word, Public Relations, Human Resources
Education
Abilene Christian University 2004 — 2008
Bachelors of Science, Integrated Marketing Communication; Minor in Business Administration
The Creative Circus 2008 — 2009
Creative Copywriting
The Advisory Board Company July 2014 - Present
Dimensional Fund Advisors February 2014 - July 2014
Dimensional Fund Advisors February 2013 - February 2014
Dimensional Fund Advisors October 2011 - February 2013
Spurs Sports & Entertainment March 2011 - August 2011
Spurs Sports & Entertainment May 2010 - April 2011
Skills
Instructional Design, Customer Service, Fundraising, InDesign, Photoshop, Non-profits, Social Media, PowerPoint, Event Management, Advertising, Illustrator, Facebook, Event Planning, Outlook, Microsoft Office, Database Management, Scheduling, Word, Adobe Creative Suite, Excel, Customer Relations, Editing, Writing, Marketing Communications, Teamwork, Employee Training, Learning Management..., Instructor-led Training, Mobile Learning, Recruiting, Talent Management, Social Networking, Marketing, Training, Microsoft Excel, Nonprofits, Microsoft Word, Public Relations, Human Resources
Education
Abilene Christian University 2004 — 2008
Bachelors of Science, Integrated Marketing Communication; Minor in Business Administration
The Creative Circus 2008 — 2009
Creative Copywriting
Jasha Lilaj Jasha Lilaj's Dimensional Fund Advisors Experience June 2015 - Present
Job FAS Summer Intern at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors June 2015 - Present
Genocea Biosciences 2014 - Present
EY August 2014 - August 2014
Liberty Mutual Insurance June 2014 - June 2014
Boston College January 2014 - May 2014
Baystate Interpreters May 2013 - September 2013
The Palm Restaurant May 2013 - August 2013
Excel Academy Charter Schools June 2013 - July 2013
Skills
Microsoft Excel, Financial Analysis, Microsoft Word, Teamwork, PowerPoint, Microsoft Office, Financial Modeling, Accounting, Financial Accounting, Nonprofits, Research, Analysis, Leadership, Data Analysis, Finance, Social Media
Education
Boston College 2012 — 2016
Bachelor of Science (BS) Business, Accounting and Finance, History, Rising Senior
The London School of Economics and Political Science (LSE) 2014 — 2015
Study Abroad Program, Finance and History, General Course Student
Boston University 2010 — 2012
Boston University Academy 2008 — 2012
High School Diploma
Dimensional Fund Advisors June 2015 - Present
Genocea Biosciences 2014 - Present
EY August 2014 - August 2014
Liberty Mutual Insurance June 2014 - June 2014
Boston College January 2014 - May 2014
Baystate Interpreters May 2013 - September 2013
The Palm Restaurant May 2013 - August 2013
Excel Academy Charter Schools June 2013 - July 2013
Skills
Microsoft Excel, Financial Analysis, Microsoft Word, Teamwork, PowerPoint, Microsoft Office, Financial Modeling, Accounting, Financial Accounting, Nonprofits, Research, Analysis, Leadership, Data Analysis, Finance, Social Media
Education
Boston College 2012 — 2016
Bachelor of Science (BS) Business, Accounting and Finance, History, Rising Senior
The London School of Economics and Political Science (LSE) 2014 — 2015
Study Abroad Program, Finance and History, General Course Student
Boston University 2010 — 2012
Boston University Academy 2008 — 2012
High School Diploma
Marc Jimenez, CFA, CFP® Marc Jimenez, CFA, CFP®'s Dimensional Fund Advisors Experience 2006 - 2012
Job Providing Wealth Management Solutions
Industry Financial Services
Experience
Watermark Adviser Solutions November 2013 - Present
McLean Asset Management Corporation June 2013 - Present
Cambridge Wealth Counsel 2012 - 2013
Dimensional Fund Advisors 2006 - 2012
TIAA-CREF 2004 - 2006
Schwab Private Client 1999 - 2004
Skills
Portfolio Management, Financial Planning, Wealth Management, Retirement Planning, Fixed Income, 401k, Public Speaking, Estate Planning, New Business Development, Asset Management, ETFs, Separately Managed..., Quantitative Research, Equity Trading, Derivatives, Fixed Income Trading, CFA, Practice Management, Alternative Investments, Investment Advisory, CFP, Start-ups
Education
Arizona State University 1993 — 1998
Bachelors of Science, Finance
Watermark Adviser Solutions November 2013 - Present
McLean Asset Management Corporation June 2013 - Present
Cambridge Wealth Counsel 2012 - 2013
Dimensional Fund Advisors 2006 - 2012
TIAA-CREF 2004 - 2006
Schwab Private Client 1999 - 2004
Skills
Portfolio Management, Financial Planning, Wealth Management, Retirement Planning, Fixed Income, 401k, Public Speaking, Estate Planning, New Business Development, Asset Management, ETFs, Separately Managed..., Quantitative Research, Equity Trading, Derivatives, Fixed Income Trading, CFA, Practice Management, Alternative Investments, Investment Advisory, CFP, Start-ups
Education
Arizona State University 1993 — 1998
Bachelors of Science, Finance
Terri Swiderski's Dimensional Fund Advisors Experience October 2014 - Present
Job Senior Marketing Associate at Dimensional Fund Advisors
Industry Marketing and Advertising
Experience
Dimensional Fund Advisors October 2014 - Present
SSgA July 2012 - October 2014
SSgA August 2010 - August 2012
Fidelity Investments June 2008 - August 2010
Fidelity Investments January 2006 - May 2008
Fidelity Investments June 2004 - January 2006
Skills
Asset Managment, Mutual Funds, Equities, Fund Accounting, Investments, Bloomberg, Series 63, Financial Analysis, Financial Services, Fixed Income, Series 7, Financial Modeling, Relationship Management, Securities, Hedge Funds, Investment Management, Strategic Financial..., Alternative Investments, Valuation, Risk Management, Asset Allocation, Series 6, Wealth Management, Business Development, Analytics, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2010
MBA, Management
Fairfield University 2000 — 2004
BS, Marketing w/ concentration in Integrated Communications
Dimensional Fund Advisors October 2014 - Present
SSgA July 2012 - October 2014
SSgA August 2010 - August 2012
Fidelity Investments June 2008 - August 2010
Fidelity Investments January 2006 - May 2008
Fidelity Investments June 2004 - January 2006
Skills
Asset Managment, Mutual Funds, Equities, Fund Accounting, Investments, Bloomberg, Series 63, Financial Analysis, Financial Services, Fixed Income, Series 7, Financial Modeling, Relationship Management, Securities, Hedge Funds, Investment Management, Strategic Financial..., Alternative Investments, Valuation, Risk Management, Asset Allocation, Series 6, Wealth Management, Business Development, Analytics, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2010
MBA, Management
Fairfield University 2000 — 2004
BS, Marketing w/ concentration in Integrated Communications
Sean M. Green's Dimensional Fund Advisors Experience August 2013 - Present
Job Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors August 2013 - Present
Monroe Capital LLC June 2012 - August 2012
J.P. Morgan Chase April 2009 - May 2012
J.P. Morgan Chase January 2009 - April 2009
J.P. Morgan Chase February 2007 - January 2009
U.S. House of Representatives January 2005 - August 2005
U.S. House of Representatives August 2004 - January 2005
Skills
Financial Modeling, Financial Analysis, Investments, Valuation, Portfolio Management, Finance, Asset Management, Equities, Corporate Finance, Capital Markets
Education
The University of Chicago Booth School of Business
MBA, Analytic Finance, Econometrics & Statistics, Economics
University of Pennsylvania
MAL, International Political Economy, Public Policy
University of Oxford
Arizona State University, W. P. Carey School of Business
BS, Management; BS, Marketing, magna cum laude
Dimensional Fund Advisors August 2013 - Present
Monroe Capital LLC June 2012 - August 2012
J.P. Morgan Chase April 2009 - May 2012
J.P. Morgan Chase January 2009 - April 2009
J.P. Morgan Chase February 2007 - January 2009
U.S. House of Representatives January 2005 - August 2005
U.S. House of Representatives August 2004 - January 2005
Skills
Financial Modeling, Financial Analysis, Investments, Valuation, Portfolio Management, Finance, Asset Management, Equities, Corporate Finance, Capital Markets
Education
The University of Chicago Booth School of Business
MBA, Analytic Finance, Econometrics & Statistics, Economics
University of Pennsylvania
MAL, International Political Economy, Public Policy
University of Oxford
Arizona State University, W. P. Carey School of Business
BS, Management; BS, Marketing, magna cum laude
Julian Aziz Julian Aziz's Dimensional Fund Advisors Experience August 2015 - Present
Job Investment Rotational Program at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors August 2015 - Present
Arizona State University August 2014 - May 2015
Vanguard May 2014 - August 2014
Delta Sigma Pi - Gamma Omega Chapter January 2014 - May 2014
Miller Russell Associates May 2013 - May 2014
Delta Sigma Pi - Gamma Omega Chapter September 2012 - December 2012
Artisan Cinema and Sound May 2012 - August 2012
Optimum Design Build December 2011 - August 2012
Jimmy John's Gourmet Sandwiches June 2011 - August 2011
Saint Bernadette's Catholic Church October 2010 - May 2011
Skills
Social Networking, Social Media Marketing, Social Media, Microsoft Office, Public Speaking, Team-oriented, Leadership, SEO, Communication, Content Writing, Investment Research, Arabic, Financial Markets, Investments, Search Engine..., C#, Python, HTML, SQL, Fundraising, Teamwork
Education
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance with Honors
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Computer Information Systems with Honors
Pinnacle High School 2007 — 2011
Dimensional Fund Advisors August 2015 - Present
Arizona State University August 2014 - May 2015
Vanguard May 2014 - August 2014
Delta Sigma Pi - Gamma Omega Chapter January 2014 - May 2014
Miller Russell Associates May 2013 - May 2014
Delta Sigma Pi - Gamma Omega Chapter September 2012 - December 2012
Artisan Cinema and Sound May 2012 - August 2012
Optimum Design Build December 2011 - August 2012
Jimmy John's Gourmet Sandwiches June 2011 - August 2011
Saint Bernadette's Catholic Church October 2010 - May 2011
Skills
Social Networking, Social Media Marketing, Social Media, Microsoft Office, Public Speaking, Team-oriented, Leadership, SEO, Communication, Content Writing, Investment Research, Arabic, Financial Markets, Investments, Search Engine..., C#, Python, HTML, SQL, Fundraising, Teamwork
Education
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance with Honors
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Computer Information Systems with Honors
Pinnacle High School 2007 — 2011
Salissa Graber's Dimensional Fund Advisors Experience August 2014 - Present
Job Financial Advisor Services
Industry Financial Services
Experience
Dimensional Fund Advisors August 2014 - Present
Hellas Construction, Inc. March 2013 - August 2014
The Scooter Store July 2012 - March 2013
Austin Country Club December 2008 - February 2011
The Retreat at Balcones Springs September 2007 - December 2009
Springbox 2005 - 2007
Optimum Health Institute of Austin February 2001 - July 2004
Skills
Outlook, Event Planning, Corporate Events, Social Media
Education
QC School of Planning 2009 — 2011
Event & Wedding Planning, Event Industry
Austin Community College 2002 — 2003
Dimensional Fund Advisors August 2014 - Present
Hellas Construction, Inc. March 2013 - August 2014
The Scooter Store July 2012 - March 2013
Austin Country Club December 2008 - February 2011
The Retreat at Balcones Springs September 2007 - December 2009
Springbox 2005 - 2007
Optimum Health Institute of Austin February 2001 - July 2004
Skills
Outlook, Event Planning, Corporate Events, Social Media
Education
QC School of Planning 2009 — 2011
Event & Wedding Planning, Event Industry
Austin Community College 2002 — 2003
Aishwarya Viswanathan Aishwarya Viswanathan's Dimensional Fund Advisors Experience November 2012 - Present
Job Associate Business Analysis
Industry Information Technology and Services
Experience
Dimensional Fund Advisors November 2012 - Present
HCL Technologies May 2012 - November 2012
HCL Technologies January 2011 - November 2012
HCL Technologies September 2008 - December 2010
HCL Technologies April 2010 - June 2010
HCL Technologies August 2009 - December 2009
HCL Technologies September 2008 - March 2009
HDFC Bank May 2008 - September 2008
Skills
Business Process..., Business Process Design, Business Process Mapping, Business Analysis, Team Management, Business Development, Program Management, Project Management, Business Strategy, Requirements Gathering, Business Process, Analysis, Requirements Analysis, Banking, Training, Gap Analysis, Testing, SharePoint, Data Analysis
Education
Christ University, Bangalore, India. 2006 — 2008
MBA, Finance
Bangalore University 2003 — 2006
Bachelor of Commerce, Accounts
Cluny Convent High School
Dimensional Fund Advisors November 2012 - Present
HCL Technologies May 2012 - November 2012
HCL Technologies January 2011 - November 2012
HCL Technologies September 2008 - December 2010
HCL Technologies April 2010 - June 2010
HCL Technologies August 2009 - December 2009
HCL Technologies September 2008 - March 2009
HDFC Bank May 2008 - September 2008
Skills
Business Process..., Business Process Design, Business Process Mapping, Business Analysis, Team Management, Business Development, Program Management, Project Management, Business Strategy, Requirements Gathering, Business Process, Analysis, Requirements Analysis, Banking, Training, Gap Analysis, Testing, SharePoint, Data Analysis
Education
Christ University, Bangalore, India. 2006 — 2008
MBA, Finance
Bangalore University 2003 — 2006
Bachelor of Commerce, Accounts
Cluny Convent High School
Paul LeBlanc Paul LeBlanc's Dimensional Fund Advisors Experience July 2015 - Present
Job Senior Associate at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors July 2015 - Present
Grimes & Company June 2014 - June 2015
Credit Suisse June 2012 - June 2014
Credit Suisse June 2011 - August 2011
Goldman Sachs Asset Management July 2007 - July 2010
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA, Asset Management
College of the Holy Cross 2003 — 2007
B.A., Economics
Belmont Hill School 1999 — 2003
Dimensional Fund Advisors July 2015 - Present
Grimes & Company June 2014 - June 2015
Credit Suisse June 2012 - June 2014
Credit Suisse June 2011 - August 2011
Goldman Sachs Asset Management July 2007 - July 2010
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA, Asset Management
College of the Holy Cross 2003 — 2007
B.A., Economics
Belmont Hill School 1999 — 2003
Jason Rothschild's Dimensional Fund Advisors Experience June 2015 - Present
Job Counsel Dimensional Fund Advisors
Industry Law Practice
Experience
Dimensional Fund Advisors June 2015 - Present
White & Case 2006 - June 2015
White & Case LLP November 2006 - March 2009
Clifford Chance LLP 2003 - 2006
Hughes Hubbard & Reed LLP 2000 - 2003
Hughes Hubbard & Reed LLP 1999 - 1999
Education
Boston University School of Law 1997 — 2000
JD, Law
Union College 1991 — 1995
BA, Political Science
Dimensional Fund Advisors June 2015 - Present
White & Case 2006 - June 2015
White & Case LLP November 2006 - March 2009
Clifford Chance LLP 2003 - 2006
Hughes Hubbard & Reed LLP 2000 - 2003
Hughes Hubbard & Reed LLP 1999 - 1999
Education
Boston University School of Law 1997 — 2000
JD, Law
Union College 1991 — 1995
BA, Political Science
Aneesh Bansal Aneesh Bansal's Dimensional Fund Advisors Experience August 2014 - Present
Job Analyst at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors August 2014 - Present
Durbin Bennett Peterson - Private Wealth Management, LLC December 2013 - March 2014
Global Analytics India Pvt Ltd July 2011 - August 2012
Indian Institute of Petroleum July 2010 - December 2010
Skills
Financial Modeling, R, Microsoft Excel, Statistical Modeling, Python, Microsoft Word, MySQL, PowerPoint, Data Analysis, Credit Analysis, VBA, Business Analysis, Analysis, Matlab, Portfolio Management, SQL, Analytics, Predictive Analytics, Data Mining, Financial Analysis, Predictive Modeling, C++, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2014
Master of Science (MS), Finance, 3.95
BITS Pilani 2007 — 2011
Bachelor of Engineering(Hons.), Chemical Engineering, 7.06/10
CFA Institute
Dimensional Fund Advisors August 2014 - Present
Durbin Bennett Peterson - Private Wealth Management, LLC December 2013 - March 2014
Global Analytics India Pvt Ltd July 2011 - August 2012
Indian Institute of Petroleum July 2010 - December 2010
Skills
Financial Modeling, R, Microsoft Excel, Statistical Modeling, Python, Microsoft Word, MySQL, PowerPoint, Data Analysis, Credit Analysis, VBA, Business Analysis, Analysis, Matlab, Portfolio Management, SQL, Analytics, Predictive Analytics, Data Mining, Financial Analysis, Predictive Modeling, C++, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2014
Master of Science (MS), Finance, 3.95
BITS Pilani 2007 — 2011
Bachelor of Engineering(Hons.), Chemical Engineering, 7.06/10
CFA Institute
Seth Orell Seth Orell's Dimensional Fund Advisors Experience March 2010 - September 2010
Job Senior Software Engineer at Volusion
Industry Computer Software
Experience
Volusion May 2013 - Present
BancVue December 2011 - May 2013
BancVue September 2010 - December 2011
Dimensional Fund Advisors March 2010 - September 2010
Kershner Trading Group September 2008 - March 2010
Kershner Trading Group January 2007 - September 2008
Kershner Trading Group May 2005 - January 2007
Skills
Domain Modeling, Continuous Integration, Data Architecture, Event Driven Design, C#, MongoDB, Agile Methodologies, TDD, SQL, SOA, SaaS, Software Development, Software Engineering, .NET, Test Driven Development, Scrum, Microsoft SQL Server, WCF, XML, Distributed Systems, RabbitMQ, jQuery, ASP.NET MVC, Integration, Databases, Testing, Architecture, Object Oriented Design, Subversion, Visual Studio, Unit Testing, NUnit, Web Applications, Web Services, OOP, Software Design, T-SQL, Agile Project Management, MVC, Architectures, Git, REST
Education
Texas State University-San Marcos 2008 — 2011
MS, Computer Science
The University of Texas at Austin 2002 — 2005
BS, Computer Science
Austin Community College 1999 — 2002
AS, Physics
Volusion May 2013 - Present
BancVue December 2011 - May 2013
BancVue September 2010 - December 2011
Dimensional Fund Advisors March 2010 - September 2010
Kershner Trading Group September 2008 - March 2010
Kershner Trading Group January 2007 - September 2008
Kershner Trading Group May 2005 - January 2007
Skills
Domain Modeling, Continuous Integration, Data Architecture, Event Driven Design, C#, MongoDB, Agile Methodologies, TDD, SQL, SOA, SaaS, Software Development, Software Engineering, .NET, Test Driven Development, Scrum, Microsoft SQL Server, WCF, XML, Distributed Systems, RabbitMQ, jQuery, ASP.NET MVC, Integration, Databases, Testing, Architecture, Object Oriented Design, Subversion, Visual Studio, Unit Testing, NUnit, Web Applications, Web Services, OOP, Software Design, T-SQL, Agile Project Management, MVC, Architectures, Git, REST
Education
Texas State University-San Marcos 2008 — 2011
MS, Computer Science
The University of Texas at Austin 2002 — 2005
BS, Computer Science
Austin Community College 1999 — 2002
AS, Physics
Aaron Olson Aaron Olson's Dimensional Fund Advisors Experience August 2013 - Present
Job Regional Director at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors August 2013 - Present
MBA Investment Fund, LLC 2011 - 2013
J.P. Morgan June 2012 - August 2012
K Olson, Inc. April 2009 - August 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Master, Business Administration
Brigham Young University 2007 — 2009
BS, Finance
Northern State University 2006 — 2007
AS, General Studies
Dimensional Fund Advisors August 2013 - Present
MBA Investment Fund, LLC 2011 - 2013
J.P. Morgan June 2012 - August 2012
K Olson, Inc. April 2009 - August 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Master, Business Administration
Brigham Young University 2007 — 2009
BS, Finance
Northern State University 2006 — 2007
AS, General Studies
Derik Jones Derik Jones's Dimensional Fund Advisors Experience November 2014 - Present
Job Desktop Administration at Dimensional Fund Advisors
Industry Information Technology and Services
Experience
Dimensional Fund Advisors November 2014 - Present
Greater Vision Community Church October 2013 - Present
DOD Civilian May 2009 - March 2013
GC Services 2004 - 2007
Skills
Banking, Configuration Management, Customer Service, Strategic Planning, Visio, AIX, Security Clearance, Software Documentation, Active Directory, Windows Server, IIS, Virtualization, Security, Servers, SharePoint, Microsoft Office, DoD, New Business Development, Negotiation, DNS, Change Management, Software Development, Integration, Requirements Analysis, Testing, Troubleshooting, System Administration, Databases, Microsoft SQL Server, Training, Program Management, Disaster Recovery, Computer Hardware, Windows XP, Management, XP, Windows 7, Technical Support, Microsoft Exchange, Leadership
Education
Colorado Christian University
Information Systems Management/Biblical Studies
Dimensional Fund Advisors November 2014 - Present
Greater Vision Community Church October 2013 - Present
DOD Civilian May 2009 - March 2013
GC Services 2004 - 2007
Skills
Banking, Configuration Management, Customer Service, Strategic Planning, Visio, AIX, Security Clearance, Software Documentation, Active Directory, Windows Server, IIS, Virtualization, Security, Servers, SharePoint, Microsoft Office, DoD, New Business Development, Negotiation, DNS, Change Management, Software Development, Integration, Requirements Analysis, Testing, Troubleshooting, System Administration, Databases, Microsoft SQL Server, Training, Program Management, Disaster Recovery, Computer Hardware, Windows XP, Management, XP, Windows 7, Technical Support, Microsoft Exchange, Leadership
Education
Colorado Christian University
Information Systems Management/Biblical Studies
Jonathan Garza Jonathan Garza's Dimensional Fund Advisors Experience June 2008 - August 2008
Job I run Jonathan Garza Photography and Austin Real Estate Photography
Industry Photography
Experience
Austin Real Estate Photography January 2011 - Present
Collective Perspectives October 2010 - Present
Jonathan Garza Photography August 2008 - Present
Dimensional Fund Advisors June 2008 - August 2008
Skills
Photography, Blogging, Event Photography, Portraits, Social Networking, Graphic Design, Nonprofits, Commercial Photography, Magazines, Video, Fine Art Photography, Public Relations, Editing, Marketing
Education
Austin Community College 2004 — 2008
Photography, Art
Georgia Institute of Technology 2004 — 2008
Management, Finance, Economics
Austin Real Estate Photography January 2011 - Present
Collective Perspectives October 2010 - Present
Jonathan Garza Photography August 2008 - Present
Dimensional Fund Advisors June 2008 - August 2008
Skills
Photography, Blogging, Event Photography, Portraits, Social Networking, Graphic Design, Nonprofits, Commercial Photography, Magazines, Video, Fine Art Photography, Public Relations, Editing, Marketing
Education
Austin Community College 2004 — 2008
Photography, Art
Georgia Institute of Technology 2004 — 2008
Management, Finance, Economics
Dustin Hull Dustin Hull's Dimensional Fund Advisors Experience February 2011 - March 2013
Job Finance Manager, North America at Henderson Global Investors
Industry Financial Services
Experience
Henderson Global Investors April 2013 - Present
Dimensional Fund Advisors February 2011 - March 2013
Northern Trust October 2008 - February 2011
Northern Trust February 2007 - October 2008
Northern Trust September 2005 - January 2007
Hewlett-Packard January 2005 - August 2005
Houston Casualty Company June 2004 - December 2004
Skills
Financial Analysis, Forecasting, Financial Modeling, Strategic Financial..., Budgets, Process Improvement, SAP, Variance Analysis, Accounts Payable, Corporate FP&A, Reporting, Rolling Forecasts, Workforce Planning, Staffing Analysis, Activity Based Costing, Profitability Analysis, Project Management, Project Planning, Problem Solving, Leadership, Change Management, Microsoft Office, Cognos, PeopleSoft, Financial Planning
Education
Northwestern University 2015 — 2016
Post-Baccalaureate Accounting Certificate, CPA Preparation
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
MBA, Strategy, Execution & Valuation and Leadership/Change Management
Bowling Green State University 2000 — 2004
Bachelors, Finance
Henderson Global Investors April 2013 - Present
Dimensional Fund Advisors February 2011 - March 2013
Northern Trust October 2008 - February 2011
Northern Trust February 2007 - October 2008
Northern Trust September 2005 - January 2007
Hewlett-Packard January 2005 - August 2005
Houston Casualty Company June 2004 - December 2004
Skills
Financial Analysis, Forecasting, Financial Modeling, Strategic Financial..., Budgets, Process Improvement, SAP, Variance Analysis, Accounts Payable, Corporate FP&A, Reporting, Rolling Forecasts, Workforce Planning, Staffing Analysis, Activity Based Costing, Profitability Analysis, Project Management, Project Planning, Problem Solving, Leadership, Change Management, Microsoft Office, Cognos, PeopleSoft, Financial Planning
Education
Northwestern University 2015 — 2016
Post-Baccalaureate Accounting Certificate, CPA Preparation
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
MBA, Strategy, Execution & Valuation and Leadership/Change Management
Bowling Green State University 2000 — 2004
Bachelors, Finance
Randy Wacker's Dimensional Fund Advisors Experience May 2015 - Present
Job 2016 MBA Candidate at Boston College Carroll School of Management
Industry Financial Services
Experience
Dimensional Fund Advisors May 2015 - Present
Mortgage Master June 2012 - June 2014
Tailgate Beer June 2011 - May 2012
Gallo Wine Company June 2010 - December 2010
Skills
Sales Management, Customer Service, Building Relationships, Marketing Strategy, Social Networking, PowerPoint, Microsoft Excel, Public Speaking, Sales Presentations, Social Media, Problem Solving, Business Strategy, Team Leadership, Great People Skills, Listening Skills, Fast Learning, Residential Mortgages, Consultative Selling, Account Management, Brand Development, Loans, Leadership, Credit, Mortgage Lending, Management, Selling, CRM, Strategy, Finance, Investments, Portfolio Management, Sales Operations, Real Estate, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Corporate Finance/Asset Management
San Diego State University-California State University 2006 — 2010
B.A., Communication, minor in Business Management
American Institute for Foreign Studies - Florence, Italy 2009 — 2009
Dimensional Fund Advisors May 2015 - Present
Mortgage Master June 2012 - June 2014
Tailgate Beer June 2011 - May 2012
Gallo Wine Company June 2010 - December 2010
Skills
Sales Management, Customer Service, Building Relationships, Marketing Strategy, Social Networking, PowerPoint, Microsoft Excel, Public Speaking, Sales Presentations, Social Media, Problem Solving, Business Strategy, Team Leadership, Great People Skills, Listening Skills, Fast Learning, Residential Mortgages, Consultative Selling, Account Management, Brand Development, Loans, Leadership, Credit, Mortgage Lending, Management, Selling, CRM, Strategy, Finance, Investments, Portfolio Management, Sales Operations, Real Estate, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Corporate Finance/Asset Management
San Diego State University-California State University 2006 — 2010
B.A., Communication, minor in Business Management
American Institute for Foreign Studies - Florence, Italy 2009 — 2009
Griffin Corn's Dimensional Fund Advisors Experience August 2014 - Present
Job Investment Data Analyst at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors August 2014 - Present
First Merchants Corporation August 2013 - July 2014
First Databank (FDB) May 2012 - August 2012
First Merchants Corporation May 2011 - August 2011
Skills
Microsoft Excel, Finance, Accounting, Financial Analysis, Portfolio Management, Investments, Financial Modeling, PowerPoint, Data Analysis, Banking, Leadership, Management, Financial Reporting, Economics, Business Analysis, Analysis, Project Management, Microsoft SQL Server, Relational Databases, Powershell, Data Systems, Data Integrity
Education
Ball State University - College of Business 2009 — 2013
Bachelor of Science (B.S.), Economics and Finance
Dimensional Fund Advisors August 2014 - Present
First Merchants Corporation August 2013 - July 2014
First Databank (FDB) May 2012 - August 2012
First Merchants Corporation May 2011 - August 2011
Skills
Microsoft Excel, Finance, Accounting, Financial Analysis, Portfolio Management, Investments, Financial Modeling, PowerPoint, Data Analysis, Banking, Leadership, Management, Financial Reporting, Economics, Business Analysis, Analysis, Project Management, Microsoft SQL Server, Relational Databases, Powershell, Data Systems, Data Integrity
Education
Ball State University - College of Business 2009 — 2013
Bachelor of Science (B.S.), Economics and Finance
Caroline Gaynor's Dimensional Fund Advisors Experience August 2014 - Present
Job Dimensional Fund Advisors / Team Red, White & Blue
Industry Financial Services
Experience
Dimensional Fund Advisors August 2014 - Present
Team Red, White & Blue July 2012 - November 2014
First Republic Bank June 2012 - November 2012
BNY Mellon April 2011 - June 2012
Moody's Analytics October 2009 - June 2010
BlackRock July 2006 - November 2008
Education
COLUMBIA UNIVERSITY, Columbia CollegeNew 2002 — 2006
a Bachelor of Arts degree, May 2006; European History
Columbia University in the City of New York 2002 — 2006
B.A., History
ETHS 1998 — 2002
Orrington Elementary School
Dimensional Fund Advisors August 2014 - Present
Team Red, White & Blue July 2012 - November 2014
First Republic Bank June 2012 - November 2012
BNY Mellon April 2011 - June 2012
Moody's Analytics October 2009 - June 2010
BlackRock July 2006 - November 2008
Education
COLUMBIA UNIVERSITY, Columbia CollegeNew 2002 — 2006
a Bachelor of Arts degree, May 2006; European History
Columbia University in the City of New York 2002 — 2006
B.A., History
ETHS 1998 — 2002
Orrington Elementary School
Jamie Norman Jamie Norman's Dimensional Fund Advisors Experience August 2014 - Present
Job Senior Associate at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors August 2014 - Present
SC Johnson Graduate School of Management at Cornell University August 2012 - May 2014
Dimensional Fund Advisors May 2013 - August 2013
GuideStone Financial Resources April 2010 - July 2012
GuideStone Financial Resources September 2006 - April 2010
Skills
Financial Analysis, Valuation, Investments, Strategic Financial..., Financial Modeling, Mutual Funds, Leadership, Investment Management, Series 7, Venture Capital, Securities, Due Diligence, Wealth Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Capital Markets and Asset Management
Baylor University - Hankamer School of Business 2002 — 2006
Bachelor of Business Administration, Finance
Dimensional Fund Advisors August 2014 - Present
SC Johnson Graduate School of Management at Cornell University August 2012 - May 2014
Dimensional Fund Advisors May 2013 - August 2013
GuideStone Financial Resources April 2010 - July 2012
GuideStone Financial Resources September 2006 - April 2010
Skills
Financial Analysis, Valuation, Investments, Strategic Financial..., Financial Modeling, Mutual Funds, Leadership, Investment Management, Series 7, Venture Capital, Securities, Due Diligence, Wealth Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Capital Markets and Asset Management
Baylor University - Hankamer School of Business 2002 — 2006
Bachelor of Business Administration, Finance
Christian D'Souza Christian D'Souza's Dimensional Fund Advisors Experience January 1993 - January 1995
Job Assistant Professor at Sacramento City College
Industry Higher Education
Experience
Sacramento City College August 2013 - Present
BRU Company LLC March 2010 - Present
UC Davis Graduate School of Management August 2006 - June 2008
National Sercurities Corporation January 2000 - January 2005
Drake Capital, Inc. January 1997 - 1999
Sherwood Securities Corporation January 1995 - 1997
Dimensional Fund Advisors January 1993 - January 1995
Skills
Entrepreneurship, Lean Startup, Identity Creation, Critical Thinking, Strategy Execution, Strategy Formulation, Brand Design, Branding & Identity, Consumer Packaged Goods..., Consumer Product Testing, Brand Management, Business Strategy, Consumer Insight, Food Packaging, Strategy Implementation, Consumer Package Goods, Market Making, Business Planning, Marketing Strategy, Institutional Investors, Strategic Planning, Project Delivery, Strategic Growth, Collaborative Leadership, Process Efficiency, Strategic Vision, Key Account Management, Process Improvement, Product Design, Product Management, New Business Development, entj, Consulting, Management Consulting, Strategic Consulting
Education
University of California, Davis - Graduate School of Management 2006 — 2008
Master's degree, Business Administration and Management, General
California State University-Northridge 1988 — 1993
Bachelor's degree, Economics
Sacramento City College August 2013 - Present
BRU Company LLC March 2010 - Present
UC Davis Graduate School of Management August 2006 - June 2008
National Sercurities Corporation January 2000 - January 2005
Drake Capital, Inc. January 1997 - 1999
Sherwood Securities Corporation January 1995 - 1997
Dimensional Fund Advisors January 1993 - January 1995
Skills
Entrepreneurship, Lean Startup, Identity Creation, Critical Thinking, Strategy Execution, Strategy Formulation, Brand Design, Branding & Identity, Consumer Packaged Goods..., Consumer Product Testing, Brand Management, Business Strategy, Consumer Insight, Food Packaging, Strategy Implementation, Consumer Package Goods, Market Making, Business Planning, Marketing Strategy, Institutional Investors, Strategic Planning, Project Delivery, Strategic Growth, Collaborative Leadership, Process Efficiency, Strategic Vision, Key Account Management, Process Improvement, Product Design, Product Management, New Business Development, entj, Consulting, Management Consulting, Strategic Consulting
Education
University of California, Davis - Graduate School of Management 2006 — 2008
Master's degree, Business Administration and Management, General
California State University-Northridge 1988 — 1993
Bachelor's degree, Economics
Lorin Cha's Dimensional Fund Advisors Experience November 2001 - June 2002
Job Project Manager at DIRECTV, MBA, PMP
Industry Entertainment
Experience
DIRECTV December 2011 - Present
DIRECTV July 2011 - December 2011
Lorin Cha Consultancy July 2009 - March 2011
IAC/Ticketmaster May 2007 - April 2009
The Walt Disney Company (Superior Technical Resources) July 2006 - March 2007
Countrywide Financial Corporation August 2002 - April 2006
Countrywide 2002 - 2005
SMCI 2002 - 2003
Dimensional Fund Advisors November 2001 - June 2002
One Life Communications Inc. August 2000 - April 2001
Skills
Cross-functional Team..., Software Development, SDLC, Project Management, Business Analysis, Requirements Analysis, Business Process..., Business Requirements, IT Strategy, Visio, MS Project, Business Intelligence, Quality Assurance, Program Management, Vendor Management, Product Management, Project Planning, Leadership, SQL, Team Leadership, IT Service Management, Data Analysis, Testing, IT Management, Analysis, Training, Integration, CRM, Agile Methodologies, Business Process, Analytics, ITIL, Project Portfolio..., Databases, Scrum, Product Development, PMP, PMO, Process Improvement, Requirements Gathering, SharePoint, Enterprise Architecture, Systems Analysis, Microsoft SQL Server, Software Documentation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2010
MBA
Arizona State University 1992 — 1998
BS, Major: Computer Information Systems Minor: Chinese (Mandarin)
Arizona State University 1992 — 1998
Bachelor's degree, Computer Information Systems
Corona Del Sol 1988 — 1992
DIRECTV December 2011 - Present
DIRECTV July 2011 - December 2011
Lorin Cha Consultancy July 2009 - March 2011
IAC/Ticketmaster May 2007 - April 2009
The Walt Disney Company (Superior Technical Resources) July 2006 - March 2007
Countrywide Financial Corporation August 2002 - April 2006
Countrywide 2002 - 2005
SMCI 2002 - 2003
Dimensional Fund Advisors November 2001 - June 2002
One Life Communications Inc. August 2000 - April 2001
Skills
Cross-functional Team..., Software Development, SDLC, Project Management, Business Analysis, Requirements Analysis, Business Process..., Business Requirements, IT Strategy, Visio, MS Project, Business Intelligence, Quality Assurance, Program Management, Vendor Management, Product Management, Project Planning, Leadership, SQL, Team Leadership, IT Service Management, Data Analysis, Testing, IT Management, Analysis, Training, Integration, CRM, Agile Methodologies, Business Process, Analytics, ITIL, Project Portfolio..., Databases, Scrum, Product Development, PMP, PMO, Process Improvement, Requirements Gathering, SharePoint, Enterprise Architecture, Systems Analysis, Microsoft SQL Server, Software Documentation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2010
MBA
Arizona State University 1992 — 1998
BS, Major: Computer Information Systems Minor: Chinese (Mandarin)
Arizona State University 1992 — 1998
Bachelor's degree, Computer Information Systems
Corona Del Sol 1988 — 1992
Brian Baucher Brian Baucher's Dimensional Fund Advisors Experience May 2013 - Present
Job Tax Manager at Dimensional Fund Advisors
Industry Accounting
Experience
Dimensional Fund Advisors May 2013 - Present
PwC June 2012 - May 2013
PricewaterhouseCoopers August 2007 - June 2012
Skills
Tax, Accounting, US GAAP, US GAAP reporting, SEC filings, Tax Accounting, Corporate Tax, Tax Preparation, Tax Returns, Income Tax, Partnership Taxation
Education
The University of Texas at Austin 2006 — 2007
Masters in Professional Accounting, Accounting
The University of Texas at Austin - Red McCombs School of Business 2006 — 2007
MPA, Accounting
Kalamazoo College 2001 — 2005
B.A., Computer Science, Business
Universidad de San José 2003 — 2003
Study Abroad, Spanish, Latin America Culture
Dimensional Fund Advisors May 2013 - Present
PwC June 2012 - May 2013
PricewaterhouseCoopers August 2007 - June 2012
Skills
Tax, Accounting, US GAAP, US GAAP reporting, SEC filings, Tax Accounting, Corporate Tax, Tax Preparation, Tax Returns, Income Tax, Partnership Taxation
Education
The University of Texas at Austin 2006 — 2007
Masters in Professional Accounting, Accounting
The University of Texas at Austin - Red McCombs School of Business 2006 — 2007
MPA, Accounting
Kalamazoo College 2001 — 2005
B.A., Computer Science, Business
Universidad de San José 2003 — 2003
Study Abroad, Spanish, Latin America Culture
Narbeh (Nick) Nazloomian Narbeh (Nick) Nazloomian's Dimensional Fund Advisors Experience 2007 - 2008
Job Manager Database Operations at Xap Corporation
Industry Information Technology and Services
Experience
Xap Corporation May 2009 - Present
Spot Runner Inc March 2008 - May 2009
Dimensional Fund Advisors 2007 - 2008
Investor's Business Daily September 2005 - March 2007
Move.com May 2000 - September 2005
Countrywide 1998 - 2000
Aurora National Life 1995 - 1998
Skills
SSRS, SQL, SSIS
Education
Landmark Education 2005 — 2006
Self-Expression and Leadership Program
Azusa Pacific University 1993 — 1994
Courses in, Psychology
California State University-Northridge 1980 — 1984
BS, Electrical Engineering
Xap Corporation May 2009 - Present
Spot Runner Inc March 2008 - May 2009
Dimensional Fund Advisors 2007 - 2008
Investor's Business Daily September 2005 - March 2007
Move.com May 2000 - September 2005
Countrywide 1998 - 2000
Aurora National Life 1995 - 1998
Skills
SSRS, SQL, SSIS
Education
Landmark Education 2005 — 2006
Self-Expression and Leadership Program
Azusa Pacific University 1993 — 1994
Courses in, Psychology
California State University-Northridge 1980 — 1984
BS, Electrical Engineering
Sacha Crosby's Dimensional Fund Advisors Experience April 2014 - Present
Job Executive Assistant, Dimensional SmartNest at Dimensional Fund Advisors
Industry Executive Office
Experience
Dimensional Fund Advisors April 2014 - Present
Tall Drink Rainwater Harvesting 2012 - Present
Tall Drink Rainwater Harvesting 2012 - 2015
St. Jude Medical October 2013 - January 2014
St. Jude Medical July 2011 - October 2013
St. Jude Medical November 2010 - September 2011
Bazaarvoice 2010 - December 2010
nFusion Group, LLC July 2005 - April 2010
GSD&M September 2002 - September 2004
Bill Graham Presents 1996 - 1998
Skills
Social Media Marketing, Social Media, Google Analytics, Email Marketing, Advertising, Online Advertising, Team Building, New Business Development, Digital Marketing, Time Management, Marketing Communications, Marketing, Entertainment, Event Planning, Customer Service, Integrated Marketing, Management, Social Networking, Online Marketing, Marketing Strategy, Account Management, Facebook, Product Marketing, Organization
Education
Austin Community College
Spanish
Dimensional Fund Advisors April 2014 - Present
Tall Drink Rainwater Harvesting 2012 - Present
Tall Drink Rainwater Harvesting 2012 - 2015
St. Jude Medical October 2013 - January 2014
St. Jude Medical July 2011 - October 2013
St. Jude Medical November 2010 - September 2011
Bazaarvoice 2010 - December 2010
nFusion Group, LLC July 2005 - April 2010
GSD&M September 2002 - September 2004
Bill Graham Presents 1996 - 1998
Skills
Social Media Marketing, Social Media, Google Analytics, Email Marketing, Advertising, Online Advertising, Team Building, New Business Development, Digital Marketing, Time Management, Marketing Communications, Marketing, Entertainment, Event Planning, Customer Service, Integrated Marketing, Management, Social Networking, Online Marketing, Marketing Strategy, Account Management, Facebook, Product Marketing, Organization
Education
Austin Community College
Spanish
Evan Gill Evan Gill's Dimensional Fund Advisors Experience August 2014 - Present
Job Analyst at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors August 2014 - Present
Borets LLC December 2012 - July 2013
Hilti June 2011 - August 2011
Skills
Microsoft SQL Server, VBA, Microsoft Excel, Financial Modeling, Stata, Bloomberg, Economics, R, Python, Financial Reporting, Accounting, LaTeX, SAP BW, SAP BI, Bloomberg Terminal, Valuation
Education
Brown University 2008 — 2012
B.A., Economics
The University of Texas at Austin 2012 — 2013
Master of Science (MS), Finance
Dimensional Fund Advisors August 2014 - Present
Borets LLC December 2012 - July 2013
Hilti June 2011 - August 2011
Skills
Microsoft SQL Server, VBA, Microsoft Excel, Financial Modeling, Stata, Bloomberg, Economics, R, Python, Financial Reporting, Accounting, LaTeX, SAP BW, SAP BI, Bloomberg Terminal, Valuation
Education
Brown University 2008 — 2012
B.A., Economics
The University of Texas at Austin 2012 — 2013
Master of Science (MS), Finance
Alex Cheriyan's Dimensional Fund Advisors Experience August 2015 - Present
Job Senior Associate at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors August 2015 - Present
Dimensional Fund Advisors May 2014 - August 2014
UBS Investment Bank 2008 - 2013
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston College 2004 — 2008
B.A., Mathematics
Atlanta International School 2000 — 2004
International Baccalaureate Diploma
Dimensional Fund Advisors August 2015 - Present
Dimensional Fund Advisors May 2014 - August 2014
UBS Investment Bank 2008 - 2013
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston College 2004 — 2008
B.A., Mathematics
Atlanta International School 2000 — 2004
International Baccalaureate Diploma
Nikki Cotto Nikki Cotto's Dimensional Fund Advisors Experience November 2014 - Present
Job Compliance Analyst, Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors November 2014 - Present
Skills
Operational Risk..., Bloomberg, RSA Archer GRC platform, BlackRock Aladdin, Charles River IMS, Process Improvement, Data Analysis, Research, Investments, Trade Compliance, Policy Analysis, Leadership, Visio, Business Analysis, Microsoft Excel, PowerPoint, Customer Service, Outlook, Microsoft Office, Microsoft Word
Education
California State University-Sacramento 2011 — 2013
MBA, Finance
CSU Sacramento 2005 — 2009
BS - Business Administration, Marketing
Dimensional Fund Advisors November 2014 - Present
Skills
Operational Risk..., Bloomberg, RSA Archer GRC platform, BlackRock Aladdin, Charles River IMS, Process Improvement, Data Analysis, Research, Investments, Trade Compliance, Policy Analysis, Leadership, Visio, Business Analysis, Microsoft Excel, PowerPoint, Customer Service, Outlook, Microsoft Office, Microsoft Word
Education
California State University-Sacramento 2011 — 2013
MBA, Finance
CSU Sacramento 2005 — 2009
BS - Business Administration, Marketing
Thomas A. Pagorek's Dimensional Fund Advisors Experience June 2006 - August 2006
Job Custody / Portfolio / Fund Accounting Research Analysis Financial Services
Industry Financial Services
Experience
Sunset Grill & Tap April 2014 - Present
State Street June 2007 - December 2010
Bentley College Investment Group August 2004 - August 2007
Dimensional Fund Advisors June 2006 - August 2006
Skills
Bloomberg, FactSet, Morningstar, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Access, Portfolio Management, Fixed Income, Mutual Funds, Investments, Equities
Education
Bentley College 2004 — 2007
B.S., Finance
Sunset Grill & Tap April 2014 - Present
State Street June 2007 - December 2010
Bentley College Investment Group August 2004 - August 2007
Dimensional Fund Advisors June 2006 - August 2006
Skills
Bloomberg, FactSet, Morningstar, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Access, Portfolio Management, Fixed Income, Mutual Funds, Investments, Equities
Education
Bentley College 2004 — 2007
B.S., Finance
George J. Pagorek George J. Pagorek's Dimensional Fund Advisors Experience April 2005 - May 2008
Job PMO Program / Project Management Product Manager Software Development Consultant Financial Services
Industry Information Technology and Services
Experience
MUFG Union Bank March 2013 - Present
Nuveen Investments March 2012 - December 2012
Advisors Asset Management, Inc. June 2009 - June 2011
Dimensional Fund Advisors April 2005 - May 2008
Pacific Life 2004 - 2005
LPL Financial Services September 1998 - June 2004
Nicholas-Applegate Capital Management (NACM) June 1996 - September 1998
Skills
Business Strategy, Enterprise Software, Project Portfolio..., IT Operations, Organizational..., Software Development, Team Building, Collaborative, PMO, Problem Solving, Self Starter, Project Program..., Relationship Management, SDLC, Quality Assurance, Project Management, Front Office / OMS, Middle Office / Trade..., Back Office / Fund..., Research, Compliance / Risk..., Marketing and Sales, Brokerage, Equity Securities, Fixed Income Securities, Mutual Funds, ETFs, Business Intelligence, Strategy, Fixed Income, CRM, Cloud Computing, Agile Methodologies, Microsoft SQL Server, Outsourcing, Management, Leadership, Analysis, Business Development, Portfolio Management, Team Leadership, Management Consulting, E-commerce
Education
University of San Diego 1998 — 2002
MBA, Finance and Marketing
American Management Association 1997 — 1997
Certification, Project Management
Stony Brook University
MS, Computer Science
City University of New York-Hunter College
BA, Mathematics and Physics
MUFG Union Bank March 2013 - Present
Nuveen Investments March 2012 - December 2012
Advisors Asset Management, Inc. June 2009 - June 2011
Dimensional Fund Advisors April 2005 - May 2008
Pacific Life 2004 - 2005
LPL Financial Services September 1998 - June 2004
Nicholas-Applegate Capital Management (NACM) June 1996 - September 1998
Skills
Business Strategy, Enterprise Software, Project Portfolio..., IT Operations, Organizational..., Software Development, Team Building, Collaborative, PMO, Problem Solving, Self Starter, Project Program..., Relationship Management, SDLC, Quality Assurance, Project Management, Front Office / OMS, Middle Office / Trade..., Back Office / Fund..., Research, Compliance / Risk..., Marketing and Sales, Brokerage, Equity Securities, Fixed Income Securities, Mutual Funds, ETFs, Business Intelligence, Strategy, Fixed Income, CRM, Cloud Computing, Agile Methodologies, Microsoft SQL Server, Outsourcing, Management, Leadership, Analysis, Business Development, Portfolio Management, Team Leadership, Management Consulting, E-commerce
Education
University of San Diego 1998 — 2002
MBA, Finance and Marketing
American Management Association 1997 — 1997
Certification, Project Management
Stony Brook University
MS, Computer Science
City University of New York-Hunter College
BA, Mathematics and Physics
Dylan Schultz Dylan Schultz's Dimensional Fund Advisors Experience June 2015 - Present
Job Student at California Institute of Technology
Industry
Experience
Dimensional Fund Advisors June 2015 - Present
Baseball Prospectus November 2014 - Present
Caltech 2013 - Present
Imagination Publishing June 2014 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Time Management, Facebook, Data Analysis, Teaching, Statistics, Matlab
Education
California Institute of Technology 2012 — 2016
Bachelor of Science (B.S.), Computational and Applied Mathematics
California Institute of Technology 2012 — 2016
Bachelor of Science (B.S.), Business, Economics, and Management
Dimensional Fund Advisors June 2015 - Present
Baseball Prospectus November 2014 - Present
Caltech 2013 - Present
Imagination Publishing June 2014 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Time Management, Facebook, Data Analysis, Teaching, Statistics, Matlab
Education
California Institute of Technology 2012 — 2016
Bachelor of Science (B.S.), Computational and Applied Mathematics
California Institute of Technology 2012 — 2016
Bachelor of Science (B.S.), Business, Economics, and Management
Diana Berno's Dimensional Fund Advisors Experience January 2015 - Present
Job Senior Designer at Dimensional Fund Advisors
Industry Design
Experience
Dimensional Fund Advisors January 2015 - Present
Brand Consultant, Communications Designer (freelancer) January 2000 - Present
National Instruments December 2011 - January 2015
Lance Armstrong Foundation April 2005 - November 2011
AIGA Austin April 2005 - May 2007
American Heart Association October 2003 - April 2005
Texas State University 2003 - 2003
Kelley Toombs Design, Inc. 2001 - 2003
Skills
Art Direction, Corporate Branding, Design Strategy, System Design, Wayfinding, Environmental Design, Design Thinking, Creative Direction, Creative Strategy, Graphics, Graphic Design, User-centered Design, Typography, Advertising, Brand Development, Corporate Identity, Visual Communication, Integrated Marketing, Collateral, Interaction Design, Branding & Identity, Information Design, Direct Mail, Logo Design, User Experience, User Interface Design
Education
Texas State University 2007 — 2009
MFA, Communication Design
Austin Community College 1993 — 1996
Photography, Design
Texas State University
BFA, Communication Design
Dimensional Fund Advisors January 2015 - Present
Brand Consultant, Communications Designer (freelancer) January 2000 - Present
National Instruments December 2011 - January 2015
Lance Armstrong Foundation April 2005 - November 2011
AIGA Austin April 2005 - May 2007
American Heart Association October 2003 - April 2005
Texas State University 2003 - 2003
Kelley Toombs Design, Inc. 2001 - 2003
Skills
Art Direction, Corporate Branding, Design Strategy, System Design, Wayfinding, Environmental Design, Design Thinking, Creative Direction, Creative Strategy, Graphics, Graphic Design, User-centered Design, Typography, Advertising, Brand Development, Corporate Identity, Visual Communication, Integrated Marketing, Collateral, Interaction Design, Branding & Identity, Information Design, Direct Mail, Logo Design, User Experience, User Interface Design
Education
Texas State University 2007 — 2009
MFA, Communication Design
Austin Community College 1993 — 1996
Photography, Design
Texas State University
BFA, Communication Design
Carina Magyar Carina Magyar's Dimensional Fund Advisors Experience April 2010 - Present
Job Digital Content Manager at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors April 2010 - Present
Austin Monthly Magazine March 2009 - March 2010
Skills
Publishing, Web Content, Copywriting, Content Development, Content Strategy, Proofreading, Copy Editing, Publications, Editing, Content Management
Education
The University of Queensland 2005 — 2006
Master's degree, Writing, Editing, and Publishing
Colorado College 1996 — 1999
Bachelor of Arts (BA), English
Dimensional Fund Advisors April 2010 - Present
Austin Monthly Magazine March 2009 - March 2010
Skills
Publishing, Web Content, Copywriting, Content Development, Content Strategy, Proofreading, Copy Editing, Publications, Editing, Content Management
Education
The University of Queensland 2005 — 2006
Master's degree, Writing, Editing, and Publishing
Colorado College 1996 — 1999
Bachelor of Arts (BA), English
Marcus Schafer Marcus Schafer's Dimensional Fund Advisors Experience August 2014 - Present
Job Associate at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors August 2014 - Present
ASU Student Investment Management Fund August 2013 - May 2014
Dimensional Fund Advisors May 2013 - August 2013
Miller/Russell & Associates August 2011 - April 2013
The Hammers Company, Inc. (NSROC II - NASA Sounding Rocket Operations Contract) May 2011 - August 2011
First United Methodist Church of Gilbert August 2006 - August 2010
Skills
Excel, Word, Access, PowerPoint, Fund Analysis, 401k, Consulting, Wealth Management, Strategic Financial..., Investments, Financial Modeling, Wealth Management..., Financial Analysis, Alternative Investments, Asset Allocation, Economics, Estate Planning, Securities, Portfolio Management, Investment Management, Mutual Funds, Investment Advisory, Retirement Planning, Asset Management, High Net Worth..., Personal Financial..., Investment Strategies, Finance, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor's Degree, Finance, General
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor's Degree, Economics
Dimensional Fund Advisors August 2014 - Present
ASU Student Investment Management Fund August 2013 - May 2014
Dimensional Fund Advisors May 2013 - August 2013
Miller/Russell & Associates August 2011 - April 2013
The Hammers Company, Inc. (NSROC II - NASA Sounding Rocket Operations Contract) May 2011 - August 2011
First United Methodist Church of Gilbert August 2006 - August 2010
Skills
Excel, Word, Access, PowerPoint, Fund Analysis, 401k, Consulting, Wealth Management, Strategic Financial..., Investments, Financial Modeling, Wealth Management..., Financial Analysis, Alternative Investments, Asset Allocation, Economics, Estate Planning, Securities, Portfolio Management, Investment Management, Mutual Funds, Investment Advisory, Retirement Planning, Asset Management, High Net Worth..., Personal Financial..., Investment Strategies, Finance, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor's Degree, Finance, General
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor's Degree, Economics
Kelly Dennis, MBA Kelly Dennis, MBA's Dimensional Fund Advisors Experience October 2006 - October 2009
Job COMPLIANCE & RISK MANAGEMENT | PROCESS IMPROVEMENT | PROJECT MANAGEMENT
Industry Financial Services
Experience
Charles River Development October 2009 - Present
Dimensional Fund Advisors October 2006 - October 2009
Polaris Capital Managment April 2005 - October 2006
Anchor Capital Advisors February 2001 - April 2005
Skills
Mutual Funds, Hedge Funds, Portfolio Management, Trading, Investments, Fixed Income, Trading Systems, 1940 Act, Equities, Charles River IMS, Bloomberg, Derivatives, Securities, Asset Allocation, Compliance, Investment Management, Financial Services, Financial Markets, Series 7, SAS70, Risk Management, UCITS, Asset Managment, Operations Management, Regulatory Compliance, Problem Solving, Risk Assessment &..., Business Development, Organizational..., Profitability & Revenue..., Strategic Planning, System Implementation, Project Management, Budget & Cost Controls, Information Technology, Database Management, Internal Auditing, Product Demonstrations..., Best Practices, GIPS, FINRA, Client Relationship..., Staff Leadership &..., Training & Development, Axys, Leadership, Business Analysis, Financial Risk, Management, Asset Management
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
Master of Business Administration (MBA), Business
Northeastern University 2004 — 2006
Bachelor, Finance
Northeastern University 1999 — 2004
Associates, Management Information Systems
Foxcroft Academy 1995 — 1999
High School Diploma
Charles River Development October 2009 - Present
Dimensional Fund Advisors October 2006 - October 2009
Polaris Capital Managment April 2005 - October 2006
Anchor Capital Advisors February 2001 - April 2005
Skills
Mutual Funds, Hedge Funds, Portfolio Management, Trading, Investments, Fixed Income, Trading Systems, 1940 Act, Equities, Charles River IMS, Bloomberg, Derivatives, Securities, Asset Allocation, Compliance, Investment Management, Financial Services, Financial Markets, Series 7, SAS70, Risk Management, UCITS, Asset Managment, Operations Management, Regulatory Compliance, Problem Solving, Risk Assessment &..., Business Development, Organizational..., Profitability & Revenue..., Strategic Planning, System Implementation, Project Management, Budget & Cost Controls, Information Technology, Database Management, Internal Auditing, Product Demonstrations..., Best Practices, GIPS, FINRA, Client Relationship..., Staff Leadership &..., Training & Development, Axys, Leadership, Business Analysis, Financial Risk, Management, Asset Management
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
Master of Business Administration (MBA), Business
Northeastern University 2004 — 2006
Bachelor, Finance
Northeastern University 1999 — 2004
Associates, Management Information Systems
Foxcroft Academy 1995 — 1999
High School Diploma
Matthias Strackbein's Dimensional Fund Advisors Experience March 2015 - Present
Job Senior Analyst at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors March 2015 - Present
MoneyMate March 2011 - March 2015
Multifonds September 2007 - February 2011
BNY Mellon September 2005 - December 2006
Skills
Portfolio Management, Financial Modeling, Business Analysis, Bloomberg, Fixed Income
Education
Bentley University 2002 — 2007
Bachelor of Science, Finance
Dimensional Fund Advisors March 2015 - Present
MoneyMate March 2011 - March 2015
Multifonds September 2007 - February 2011
BNY Mellon September 2005 - December 2006
Skills
Portfolio Management, Financial Modeling, Business Analysis, Bloomberg, Fixed Income
Education
Bentley University 2002 — 2007
Bachelor of Science, Finance
Dave Rapozo Dave Rapozo's Dimensional Fund Advisors Experience February 2014 - Present
Job Vice President at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors February 2014 - Present
Dimensional Fund Advisors January 2012 - Present
Dimensional Fund Advisors January 2011 - December 2011
BlackRock July 2005 - December 2010
Barclays Global Investors June 2002 - December 2009
Barclays Global Investors 1999 - 2002
Firstar Mutual Fund Services 1998 - 1999
Strong Funds 1996 - 1998
Skills
Asset Allocation, Asset Management, Business Development, Contract Negotiation, Financial Risk, Investment Strategies, Investments, Sales, Wealth Management, Strategy, Series 7, Mutual Funds, Investment Management, Fixed Income, Financial Services, Equities, ETFs
Education
Marquette University 2006 — 2007
MBA, International Business
Cardinal Stritch University 1992 — 1996
BA, Accounting
Dimensional Fund Advisors February 2014 - Present
Dimensional Fund Advisors January 2012 - Present
Dimensional Fund Advisors January 2011 - December 2011
BlackRock July 2005 - December 2010
Barclays Global Investors June 2002 - December 2009
Barclays Global Investors 1999 - 2002
Firstar Mutual Fund Services 1998 - 1999
Strong Funds 1996 - 1998
Skills
Asset Allocation, Asset Management, Business Development, Contract Negotiation, Financial Risk, Investment Strategies, Investments, Sales, Wealth Management, Strategy, Series 7, Mutual Funds, Investment Management, Fixed Income, Financial Services, Equities, ETFs
Education
Marquette University 2006 — 2007
MBA, International Business
Cardinal Stritch University 1992 — 1996
BA, Accounting
Tejas Pandey's Dimensional Fund Advisors Experience July 2015 - September 2015
Job Financial Services
Industry Financial Services
Experience
Dimensional Fund Advisors July 2015 - September 2015
Studio10 August 2013 - July 2014
homenxt.com May 2013 - July 2014
Alka Securities Limited. September 2009 - July 2014
Businessofcinema July 2011 - August 2013
BITSMUN May 2010 - June 2012
Skills
HTML, Microsoft Office, Capital Markets, Business Strategy, Microsoft Excel, Business Development, Fixed Income, PHP, Wordpress, Bloomberg Terminal, DCF Valuation, Regression Models, Business Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Master's degree, Finance, General
Birla Institute of Technology and Science 2009 — 2013
Bachelor of Engineering (B.E.), Electrical & Electronics Engineering
Jamnabai Narsee School 1999 — 2007
ICSE
Dimensional Fund Advisors July 2015 - September 2015
Studio10 August 2013 - July 2014
homenxt.com May 2013 - July 2014
Alka Securities Limited. September 2009 - July 2014
Businessofcinema July 2011 - August 2013
BITSMUN May 2010 - June 2012
Skills
HTML, Microsoft Office, Capital Markets, Business Strategy, Microsoft Excel, Business Development, Fixed Income, PHP, Wordpress, Bloomberg Terminal, DCF Valuation, Regression Models, Business Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Master's degree, Finance, General
Birla Institute of Technology and Science 2009 — 2013
Bachelor of Engineering (B.E.), Electrical & Electronics Engineering
Jamnabai Narsee School 1999 — 2007
ICSE
Joe Levine Joe Levine's Dimensional Fund Advisors Experience August 2014 - August 2015
Job Associate, Investment Strategy Research, Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors August 2014 - August 2015
California Institute of Technology 2012 - June 2014
Skills
Machine Learning, Systems Biology, Mathematical Modeling, Matlab, Fluorescence Microscopy, LaTeX, Molecular Biology, Computer Science, Scientific Computing, Simulations, Robotics, Neuroscience, Mathematica, Image Processing, Electrical Engineering, Data Analysis, Computer Vision, Data Mining, Biophysics, Synthetic Biology, Quantitative Finance, Market Microstructure, Algorithmic Trading
Education
California Institute of Technology
Doctor of Philosophy (Ph.D.), Computation and Neural Systems
Massachusetts Institute of Technology
Master of Engineering (M.Eng.), Electrical Engineering
Massachusetts Institute of Technology
Bachelor of Science (B.S.), Electrical Engineering, Mathematics
Dimensional Fund Advisors August 2014 - August 2015
California Institute of Technology 2012 - June 2014
Skills
Machine Learning, Systems Biology, Mathematical Modeling, Matlab, Fluorescence Microscopy, LaTeX, Molecular Biology, Computer Science, Scientific Computing, Simulations, Robotics, Neuroscience, Mathematica, Image Processing, Electrical Engineering, Data Analysis, Computer Vision, Data Mining, Biophysics, Synthetic Biology, Quantitative Finance, Market Microstructure, Algorithmic Trading
Education
California Institute of Technology
Doctor of Philosophy (Ph.D.), Computation and Neural Systems
Massachusetts Institute of Technology
Master of Engineering (M.Eng.), Electrical Engineering
Massachusetts Institute of Technology
Bachelor of Science (B.S.), Electrical Engineering, Mathematics
Leigh Jedeikin's Dimensional Fund Advisors Experience September 2014 - Present
Job Regional Director at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors September 2014 - Present
inStream Solutions July 2013 - August 2014
Dimensional Fund Advisors June 2012 - August 2013
Dimensional Fund Advisors June 2009 - July 2012
Dimensional Fund Advisors June 2008 - August 2008
Accenture January 2008 - May 2008
FactSet August 2004 - November 2006
Skills
Series 7, Series 66, MBA, Factset, Bloomberg, Capital Markets, Technology Solutions, Mutual Funds, New Business Development, Investment Strategies, Asset Managment, Consulting, Registered Investment..., Sales Presentations, Account Management, Business Development, Wealth Management, 401k, Finance, Financial Analysis, Strategy, Relationship Management, Alternative Investments, Financial Services, Uniform Combined State..., Asset Management, Hedge Funds, Private Equity, Portfolio Management, Strategic Financial..., Training, Investments, Analysis, Equities, Financial Modeling, Financial Advisory, Equity Research, Wealth Management..., Valuation, Series 63, Investment Advisory, Securities, Fixed Income, Asset Allocation, Leadership
Education
Pontificia Universidad Católica de Chile 2009 — 2009
Master of Business Administration (MBA), International Management Spring Exchange
University of Arizona, Eller College of Management 2007 — 2009
Master of Business Administration (MBA), Finance, International Management
American University 2003 — 2003
Semester Program, Summer, Global Economics and Business
University of San Diego 2000 — 2004
BBA, Marketing
University of California, Irvine
Personal Financial Planning, Financial Planning and Services
Dimensional Fund Advisors September 2014 - Present
inStream Solutions July 2013 - August 2014
Dimensional Fund Advisors June 2012 - August 2013
Dimensional Fund Advisors June 2009 - July 2012
Dimensional Fund Advisors June 2008 - August 2008
Accenture January 2008 - May 2008
FactSet August 2004 - November 2006
Skills
Series 7, Series 66, MBA, Factset, Bloomberg, Capital Markets, Technology Solutions, Mutual Funds, New Business Development, Investment Strategies, Asset Managment, Consulting, Registered Investment..., Sales Presentations, Account Management, Business Development, Wealth Management, 401k, Finance, Financial Analysis, Strategy, Relationship Management, Alternative Investments, Financial Services, Uniform Combined State..., Asset Management, Hedge Funds, Private Equity, Portfolio Management, Strategic Financial..., Training, Investments, Analysis, Equities, Financial Modeling, Financial Advisory, Equity Research, Wealth Management..., Valuation, Series 63, Investment Advisory, Securities, Fixed Income, Asset Allocation, Leadership
Education
Pontificia Universidad Católica de Chile 2009 — 2009
Master of Business Administration (MBA), International Management Spring Exchange
University of Arizona, Eller College of Management 2007 — 2009
Master of Business Administration (MBA), Finance, International Management
American University 2003 — 2003
Semester Program, Summer, Global Economics and Business
University of San Diego 2000 — 2004
BBA, Marketing
University of California, Irvine
Personal Financial Planning, Financial Planning and Services
Daniel Alfano's Dimensional Fund Advisors Experience September 2015 - Present
Job Investment Analytics and Data at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors September 2015 - Present
Huntington YMCA September 2013 - Present
PwC May 2012 - September 2015
Domani Studios October 2011 - March 2012
WePay June 2011 - October 2011
Boston College Information Systems Academy September 2009 - May 2011
Education
Boston College - Carroll School of Management 2007 — 2011
Bachelor’s Degree
Chaminade High School 2003 — 2007
Dimensional Fund Advisors September 2015 - Present
Huntington YMCA September 2013 - Present
PwC May 2012 - September 2015
Domani Studios October 2011 - March 2012
WePay June 2011 - October 2011
Boston College Information Systems Academy September 2009 - May 2011
Education
Boston College - Carroll School of Management 2007 — 2011
Bachelor’s Degree
Chaminade High School 2003 — 2007
Adam MacLean Adam MacLean's Dimensional Fund Advisors Experience September 2011 - December 2012
Job .
Industry Human Resources
Experience
dPoint Technologies Inc. June 2014 - March 2015
The Headhunters January 2013 - December 2013
Dimensional Fund Advisors September 2011 - December 2012
Nexterra Systems Corp. September 2010 - August 2011
Nexterra Systems Corp. October 2008 - September 2010
Kiewit April 2007 - August 2007
Valmont West Coast Engineering April 2005 - July 2006
Avalon Mechanical Consultants Ltd. September 2004 - March 2005
Skills
Project Management, Energy, Engineering, Business Development, Management, Manufacturing, AutoCAD, Procurement, Strategy, Recruiting, Construction, Training, Business Strategy, CRM
Education
Simon Fraser University 2010 — 2012
MBA, Management of Technology
Lakehead University 2006 — 2008
B. Eng, Mechanical Engineering
Camosun College 2002 — 2004
D. Tech., Mechanical Engineering
dPoint Technologies Inc. June 2014 - March 2015
The Headhunters January 2013 - December 2013
Dimensional Fund Advisors September 2011 - December 2012
Nexterra Systems Corp. September 2010 - August 2011
Nexterra Systems Corp. October 2008 - September 2010
Kiewit April 2007 - August 2007
Valmont West Coast Engineering April 2005 - July 2006
Avalon Mechanical Consultants Ltd. September 2004 - March 2005
Skills
Project Management, Energy, Engineering, Business Development, Management, Manufacturing, AutoCAD, Procurement, Strategy, Recruiting, Construction, Training, Business Strategy, CRM
Education
Simon Fraser University 2010 — 2012
MBA, Management of Technology
Lakehead University 2006 — 2008
B. Eng, Mechanical Engineering
Camosun College 2002 — 2004
D. Tech., Mechanical Engineering
Bryan Johnson, CFA, CAIA's Dimensional Fund Advisors Experience 2006 - September 2009
Job Vice President at AQR Capital Management
Industry Investment Management
Experience
AQR Capital Management September 2009 - Present
Dimensional Fund Advisors 2006 - September 2009
International Rectifier 2004 - 2005
International Rectifier 1998 - 2003
Skills
Alternative Investments, Asset Allocation, Wealth Management, Portfolio Management, Investments, Investment Products, Hedge Funds, Mutual Funds, Limited Partnerships, Equities, Investment Strategies, Investment Sales, Investment Advisory, Business Development, Sales, Sales Management, Relationship Management, Multi Family Offices, RIA, Public Speaking, Series 7, CFA, CAIA, Investment Management, Asset Management
Education
University of Southern California - Marshall School of Business 2001 — 2004
Master of Business Administration (M.B.A.), Finance
Arizona State University 1994 — 1998
Bachelor's Degree, Chemical Engineering
Newington High School
AQR Capital Management September 2009 - Present
Dimensional Fund Advisors 2006 - September 2009
International Rectifier 2004 - 2005
International Rectifier 1998 - 2003
Skills
Alternative Investments, Asset Allocation, Wealth Management, Portfolio Management, Investments, Investment Products, Hedge Funds, Mutual Funds, Limited Partnerships, Equities, Investment Strategies, Investment Sales, Investment Advisory, Business Development, Sales, Sales Management, Relationship Management, Multi Family Offices, RIA, Public Speaking, Series 7, CFA, CAIA, Investment Management, Asset Management
Education
University of Southern California - Marshall School of Business 2001 — 2004
Master of Business Administration (M.B.A.), Finance
Arizona State University 1994 — 1998
Bachelor's Degree, Chemical Engineering
Newington High School
Darla Hastings's Dimensional Fund Advisors Experience January 2007 - March 2010
Job Chief Marketing Officer at MSCI
Industry Marketing and Advertising
Experience
MSCI September 2013 - Present
Fulbright & Jaworski (Norton Rose Fulbright) May 2012 - August 2013
Dimensional Fund Advisors January 2007 - March 2010
State Street Corporation September 2001 - October 2004
INCommunication 1995 - 2001
Fidelity Investments May 1979 - April 1995
Skills
Corporate Communications, Marketing Strategy, Marketing, Crisis Communications, Crisis Management, Writing, Strategic Planning, New Business Development, Business Strategy, Business Analysis, Customer Satisfaction, Manage Client..., Client Relations Skills, Customer Retention, Customer Service, Customer Insight, Customer Experience, Media Relations, Market Research, Competitive Intelligence, Corporate Branding, Brand Awareness, Brand Development..., Brand Positioning..., Strategic Communications, Management Consulting, Consulting, Executive Management, Executive..., Annual Meetings, Internal & External..., Messaging, Team Leadership, Leadership, Creative Direction, Strategic Creative..., Marketing Management, Strategy, Sales Presentations, Global Marketing, Global Strategy, Acquisition Integration, Thought Leadership, Advertising, Web Marketing, Customer Satisfaction...
Education
The University of Texas at Austin 1973 — 1976
BA
Boston University
MSCI September 2013 - Present
Fulbright & Jaworski (Norton Rose Fulbright) May 2012 - August 2013
Dimensional Fund Advisors January 2007 - March 2010
State Street Corporation September 2001 - October 2004
INCommunication 1995 - 2001
Fidelity Investments May 1979 - April 1995
Skills
Corporate Communications, Marketing Strategy, Marketing, Crisis Communications, Crisis Management, Writing, Strategic Planning, New Business Development, Business Strategy, Business Analysis, Customer Satisfaction, Manage Client..., Client Relations Skills, Customer Retention, Customer Service, Customer Insight, Customer Experience, Media Relations, Market Research, Competitive Intelligence, Corporate Branding, Brand Awareness, Brand Development..., Brand Positioning..., Strategic Communications, Management Consulting, Consulting, Executive Management, Executive..., Annual Meetings, Internal & External..., Messaging, Team Leadership, Leadership, Creative Direction, Strategic Creative..., Marketing Management, Strategy, Sales Presentations, Global Marketing, Global Strategy, Acquisition Integration, Thought Leadership, Advertising, Web Marketing, Customer Satisfaction...
Education
The University of Texas at Austin 1973 — 1976
BA
Boston University
Brent Stone Brent Stone's Dimensional Fund Advisors Experience August 2007 - Present
Job Technology and Finance
Industry Financial Services
Experience
Dimensional Fund Advisors August 2007 - Present
Lee TranServices, Inc. 2006 - 2007
San Diego First 2003 - 2006
Temple-Inland, Inc. 2000 - 2003
Higginbotham Bros & Co. 1997 - 2000
Skills
Management, Leadership, Project Management, Cross-functional Team..., Process Improvement, Business Process..., Business Analysis, Team Leadership, Vendor Management, IT Management, Team Building, Agile Methodologies, Program Management, Analysis, Training, Financial Reporting, Forecasting, Finance, Business Development, Accounting, Telecommunications, Strategic Planning, Investments, ITIL v3 Foundations..., Budgets, SharePoint, Requirements Analysis, Business Process, PMP, Strategy, Software Project..., Requirements Gathering, PMO, ITIL, Investment Management, Project Planning, Scrum, Business Intelligence, Human Resources, Risk Management
Education
Baylor University 1994 — 1997
BA, Management Information Systems
Baylor University - Hankamer School of Business 1994 — 1997
Bachelor of Business Administration, Management Information Systems
Dimensional Fund Advisors August 2007 - Present
Lee TranServices, Inc. 2006 - 2007
San Diego First 2003 - 2006
Temple-Inland, Inc. 2000 - 2003
Higginbotham Bros & Co. 1997 - 2000
Skills
Management, Leadership, Project Management, Cross-functional Team..., Process Improvement, Business Process..., Business Analysis, Team Leadership, Vendor Management, IT Management, Team Building, Agile Methodologies, Program Management, Analysis, Training, Financial Reporting, Forecasting, Finance, Business Development, Accounting, Telecommunications, Strategic Planning, Investments, ITIL v3 Foundations..., Budgets, SharePoint, Requirements Analysis, Business Process, PMP, Strategy, Software Project..., Requirements Gathering, PMO, ITIL, Investment Management, Project Planning, Scrum, Business Intelligence, Human Resources, Risk Management
Education
Baylor University 1994 — 1997
BA, Management Information Systems
Baylor University - Hankamer School of Business 1994 — 1997
Bachelor of Business Administration, Management Information Systems
Travis A. Meldau Travis A. Meldau's Dimensional Fund Advisors Experience February 2015 - Present
Job Vice President and Portfolio Manager at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors February 2015 - Present
Dimensional Fund Advisors September 2011 - Present
Wells Capital Management September 2009 - September 2011
Wells Capital Management May 2008 - September 2009
Wells Capital Management October 2004 - May 2008
Wells Capital Management April 2004 - October 2004
Coastal Plains Insurance & Brokers May 2003 - August 2003
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
Master's of Business Administration
Appalachian State University 1999 — 2003
Bachelor of Science in Business Administration, Finance & Risk Management
Dimensional Fund Advisors February 2015 - Present
Dimensional Fund Advisors September 2011 - Present
Wells Capital Management September 2009 - September 2011
Wells Capital Management May 2008 - September 2009
Wells Capital Management October 2004 - May 2008
Wells Capital Management April 2004 - October 2004
Coastal Plains Insurance & Brokers May 2003 - August 2003
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
Master's of Business Administration
Appalachian State University 1999 — 2003
Bachelor of Science in Business Administration, Finance & Risk Management
Katie Stout Katie Stout's Dimensional Fund Advisors Experience April 2014 - Present
Job Associate, Talent Develoment at Dimensional Fund Advisors
Industry Human Resources
Experience
Dimensional Fund Advisors April 2014 - Present
Dimensional Fund Advisors May 2013 - April 2014
Texas Legislative Council November 2012 - May 2013
Texas Home and Living Magazine January 2012 - August 2012
Schreiner University March 2011 - December 2011
Schreiner University September 2008 - May 2010
Skills
Editing, Writing, Creative Writing, Management, Nonprofits, Microsoft Excel, Publications, Proofreading, Copy Editing, Newsletters, Social Media, Research, Blogging, Time Management, Cooperation, Editorial, Storytelling, Creativity, Task-oriented, Public Relations, Feature Articles
Education
Schreiner University 2008 — 2011
BA, English
Colorado State University 2010 — 2010
Dimensional Fund Advisors April 2014 - Present
Dimensional Fund Advisors May 2013 - April 2014
Texas Legislative Council November 2012 - May 2013
Texas Home and Living Magazine January 2012 - August 2012
Schreiner University March 2011 - December 2011
Schreiner University September 2008 - May 2010
Skills
Editing, Writing, Creative Writing, Management, Nonprofits, Microsoft Excel, Publications, Proofreading, Copy Editing, Newsletters, Social Media, Research, Blogging, Time Management, Cooperation, Editorial, Storytelling, Creativity, Task-oriented, Public Relations, Feature Articles
Education
Schreiner University 2008 — 2011
BA, English
Colorado State University 2010 — 2010
Steve Kosoris Steve Kosoris's Dimensional Fund Advisors Experience January 2015 - Present
Job Associate Regional Director at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors January 2012 - December 2014
K4 Capital Management June 2010 - December 2011
K4 Capital Management May 2007 - August 2008
Triage Consulting Group January 2006 - February 2007
Education
The University of Texas at Austin 2008 — 2010
Master of Business Administration (MBA), Entrepreneurship Track
Claremont McKenna College 2000 — 2004
BA, Economics/Accounting, Cum Laude
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors January 2012 - December 2014
K4 Capital Management June 2010 - December 2011
K4 Capital Management May 2007 - August 2008
Triage Consulting Group January 2006 - February 2007
Education
The University of Texas at Austin 2008 — 2010
Master of Business Administration (MBA), Entrepreneurship Track
Claremont McKenna College 2000 — 2004
BA, Economics/Accounting, Cum Laude
Amy Herndon Amy Herndon's Dimensional Fund Advisors Experience June 2008 - November 2013
Job Database Administrator at UTIMCO
Industry Investment Management
Experience
UTIMCO November 2013 - Present
Dimensional Fund Advisors June 2008 - November 2013
GOLDS GYM 2008 - 2013
GOLDS GYM 2008 - 2013
GOLDS GYM 2008 - 2013
Texas Legislative Council 2004 - 2008
Texas Legislative Council 2001 - 2004
Health and Human Services Commission 1997 - 2001
Skills
T-SQL, Microsoft SQL Server, SSIS, Databases, SQL, SharePoint, Disaster Recovery, SSRS, Database Administration, Database Design, Business Analysis, Visual Basic, VBA, ETL, Windows Server, Visio, PHP, IIS, Data Warehousing, SDLC, Project Management, Windows, Process Improvement, Unix, Software Documentation, .NET, Integration, Software Development, ASP, Software Project..., VB.NET, Active Directory, C#, Access, ASP.NET, Agile Methodologies, Requirements Analysis, Oracle, Visual Studio, Requirements Gathering, Enterprise Architecture, Business Intelligence, XML, SCOM, TFS, Virtualization, VMware ESX, VMware Infrastructure, Trading Systems
Education
St. Edward's University 2004 — 2007
Master of Business Administration (MBA), Management Information Systems, General
St. Edward's University 2001 — 2004
Bachelor of Arts (BA), Computer Systems Management
Austin Community College 1997 — 2000
Associate of Science (A.S.), Computer Systems Networking and Telecommunications
UTIMCO November 2013 - Present
Dimensional Fund Advisors June 2008 - November 2013
GOLDS GYM 2008 - 2013
GOLDS GYM 2008 - 2013
GOLDS GYM 2008 - 2013
Texas Legislative Council 2004 - 2008
Texas Legislative Council 2001 - 2004
Health and Human Services Commission 1997 - 2001
Skills
T-SQL, Microsoft SQL Server, SSIS, Databases, SQL, SharePoint, Disaster Recovery, SSRS, Database Administration, Database Design, Business Analysis, Visual Basic, VBA, ETL, Windows Server, Visio, PHP, IIS, Data Warehousing, SDLC, Project Management, Windows, Process Improvement, Unix, Software Documentation, .NET, Integration, Software Development, ASP, Software Project..., VB.NET, Active Directory, C#, Access, ASP.NET, Agile Methodologies, Requirements Analysis, Oracle, Visual Studio, Requirements Gathering, Enterprise Architecture, Business Intelligence, XML, SCOM, TFS, Virtualization, VMware ESX, VMware Infrastructure, Trading Systems
Education
St. Edward's University 2004 — 2007
Master of Business Administration (MBA), Management Information Systems, General
St. Edward's University 2001 — 2004
Bachelor of Arts (BA), Computer Systems Management
Austin Community College 1997 — 2000
Associate of Science (A.S.), Computer Systems Networking and Telecommunications
Carly Redfearn Carly Redfearn's Dimensional Fund Advisors Experience December 2014 - Present
Job Compliance Analyst at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors December 2014 - Present
3000 Miles to a Cure October 2012 - Present
3000 Miles to a Cure October 2012 - Present
The Adnani Family July 2013 - May 2014
Casablanca American School November 2013 - December 2013
Appalachian State University August 2011 - May 2013
Hubbard Center August 2012 - December 2012
Appalachian State University May 2010 - August 2012
Skills
Photoshop, iMovie, Windows Movie Maker, Microsoft Office, Conflict Resolution, Event Planning, Social Media Outreach, Time Management, Versatility, Web Design, Advertising, Marketing, Customer Service, Public Relations, Public Speaking, Social Media, PowerPoint, Research, Microsoft Word, Facebook
Education
Appalachian State University 2009 — 2013
Bachelor of Science (B.S.), Psychology (Business), 3.8
Lumberton Senior High School
Dimensional Fund Advisors December 2014 - Present
3000 Miles to a Cure October 2012 - Present
3000 Miles to a Cure October 2012 - Present
The Adnani Family July 2013 - May 2014
Casablanca American School November 2013 - December 2013
Appalachian State University August 2011 - May 2013
Hubbard Center August 2012 - December 2012
Appalachian State University May 2010 - August 2012
Skills
Photoshop, iMovie, Windows Movie Maker, Microsoft Office, Conflict Resolution, Event Planning, Social Media Outreach, Time Management, Versatility, Web Design, Advertising, Marketing, Customer Service, Public Relations, Public Speaking, Social Media, PowerPoint, Research, Microsoft Word, Facebook
Education
Appalachian State University 2009 — 2013
Bachelor of Science (B.S.), Psychology (Business), 3.8
Lumberton Senior High School
Lovell David Shao, CFA Lovell David Shao, CFA's Dimensional Fund Advisors Experience January 2015 - Present
Job Portfolio Manager at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors February 2011 - December 2014
Dimensional Fund Advisors November 2006 - January 2011
Education
UCLA 2001 — 2003
M.A., Mathematics
Columbia Engineering 1997 — 2001
B.S., Applied Mathematics
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors February 2011 - December 2014
Dimensional Fund Advisors November 2006 - January 2011
Education
UCLA 2001 — 2003
M.A., Mathematics
Columbia Engineering 1997 — 2001
B.S., Applied Mathematics
Richard Damoiseaux Richard Damoiseaux's Dimensional Fund Advisors Experience January 2007 - June 2010
Job Web Contractor at Independent Contractor
Industry Investment Banking
Experience
Independent Contractor February 2002 - Present
Dimensional Fund Advisors January 2007 - June 2010
Freelance / Graphic Design Services February 2002 - March 2009
Dejima Inc. December 2000 - February 2002
Skills
Photoshop, Illustrator, Storyboarding, HTML, CMS, Dreamweaver, CSS, Corporate Branding, Pre-press, InDesign, Adobe Creative Suite, Graphic Design, Web Design, Creative Direction, User Experience, Logo Design, Brochures, Multimedia, Corporate Identity, User Interface Design, Wordpress, Publishing, Art Direction, Layout, Graphics, XHTML, Content Development, SEO, Drupal, Posters, Adobe Acrobat, Marketing Communications, Interaction Design, Digital Media, Mac
Education
California State University-Dominguez Hills 2006 — 2008
Bachelor's degree, Computer Information Systems
California State University-Dominguez Hills 2006 — 2007
Bachelor of Science (BS), Computer Information Systems
Independent Contractor February 2002 - Present
Dimensional Fund Advisors January 2007 - June 2010
Freelance / Graphic Design Services February 2002 - March 2009
Dejima Inc. December 2000 - February 2002
Skills
Photoshop, Illustrator, Storyboarding, HTML, CMS, Dreamweaver, CSS, Corporate Branding, Pre-press, InDesign, Adobe Creative Suite, Graphic Design, Web Design, Creative Direction, User Experience, Logo Design, Brochures, Multimedia, Corporate Identity, User Interface Design, Wordpress, Publishing, Art Direction, Layout, Graphics, XHTML, Content Development, SEO, Drupal, Posters, Adobe Acrobat, Marketing Communications, Interaction Design, Digital Media, Mac
Education
California State University-Dominguez Hills 2006 — 2008
Bachelor's degree, Computer Information Systems
California State University-Dominguez Hills 2006 — 2007
Bachelor of Science (BS), Computer Information Systems
William Collins-Dean, CFA William Collins-Dean, CFA's Dimensional Fund Advisors Experience August 2014 - Present
Job Associate Portfolio Manager at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors August 2014 - Present
Dimensional Fund Advisors June 2013 - September 2013
Regions Bank January 2011 - July 2012
Regions Bank January 2009 - December 2010
Regions Bank June 2007 - December 2008
Skills
Investments, Portfolio Management, Investment Management, Financial Analysis, R, Wealth Management, Investment Strategies, Due Diligence, Financial Modeling, Valuation, Corporate Finance, Hedge Funds, Bloomberg, Capital Markets, Equity Research, Asset Managment, Marketing Strategy, Matlab, Microsoft SQL Server
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Concentrations in Analytic Finance, Economics, Econometrics and Statistics
Wake Forest University 2003 — 2007
BS, Business
Boston University 2005 — 2005
Dimensional Fund Advisors August 2014 - Present
Dimensional Fund Advisors June 2013 - September 2013
Regions Bank January 2011 - July 2012
Regions Bank January 2009 - December 2010
Regions Bank June 2007 - December 2008
Skills
Investments, Portfolio Management, Investment Management, Financial Analysis, R, Wealth Management, Investment Strategies, Due Diligence, Financial Modeling, Valuation, Corporate Finance, Hedge Funds, Bloomberg, Capital Markets, Equity Research, Asset Managment, Marketing Strategy, Matlab, Microsoft SQL Server
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Concentrations in Analytic Finance, Economics, Econometrics and Statistics
Wake Forest University 2003 — 2007
BS, Business
Boston University 2005 — 2005
Ana Corella Ana Corella's Dimensional Fund Advisors Experience March 2010 - Present
Job Assistant, Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors March 2010 - Present
Education
California State University-Fullerton
Bachelor of Business Administration (BBA), Human Resources Management and Services
University of Phoenix
Master's degree, Business Administration and Management, General
Dimensional Fund Advisors March 2010 - Present
Education
California State University-Fullerton
Bachelor of Business Administration (BBA), Human Resources Management and Services
University of Phoenix
Master's degree, Business Administration and Management, General
Christopher Crossan Christopher Crossan's Dimensional Fund Advisors Experience February 2004 - Present
Job Global Chief Compliance Officer and Vice President at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors February 2004 - Present
INVESCO Institutional August 2000 - February 2004
US Securities and Exchange Commission April 1994 - August 2000
SEC 1994 - 2000
Education
Arizona State University
Dimensional Fund Advisors February 2004 - Present
INVESCO Institutional August 2000 - February 2004
US Securities and Exchange Commission April 1994 - August 2000
SEC 1994 - 2000
Education
Arizona State University
Chetan Aras Chetan Aras's Dimensional Fund Advisors Experience October 2014 - Present
Job Counsel at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors October 2014 - Present
Ropes & Gray LLP January 2010 - September 2014
Sapient 2005 - 2006
Putnam Investments 2002 - 2005
Skills
Hedge Funds, Mutual Funds, Investment Management, Financial Reporting, Financial Planning, Accounting, Strategic Financial..., Finance, Private Equity, Due Diligence, Corporate Governance, Acquisition Integration, Mergers & Acquisitions, SEC filings, Equities, Corporate Finance, Capital Markets, Restructuring, Corporate Law, Venture Capital, Legal Writing, Securities, Securities Regulation, Alternative Investments, Litigation, Legal Research, Estate Planning, Analysis
Education
The University of Chicago 2006 — 2009
JD, Law
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
MSA, Accountancy
Tufts University 1998 — 2002
BA, Economics, International Relations
Dimensional Fund Advisors October 2014 - Present
Ropes & Gray LLP January 2010 - September 2014
Sapient 2005 - 2006
Putnam Investments 2002 - 2005
Skills
Hedge Funds, Mutual Funds, Investment Management, Financial Reporting, Financial Planning, Accounting, Strategic Financial..., Finance, Private Equity, Due Diligence, Corporate Governance, Acquisition Integration, Mergers & Acquisitions, SEC filings, Equities, Corporate Finance, Capital Markets, Restructuring, Corporate Law, Venture Capital, Legal Writing, Securities, Securities Regulation, Alternative Investments, Litigation, Legal Research, Estate Planning, Analysis
Education
The University of Chicago 2006 — 2009
JD, Law
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
MSA, Accountancy
Tufts University 1998 — 2002
BA, Economics, International Relations
Amanda Prater Amanda Prater's Dimensional Fund Advisors Experience July 2013 - April 2015
Job Accountant at Waughtal Management LLC
Industry Events Services
Experience
Waughtal Management LLC May 2015 - Present
Dimensional Fund Advisors July 2013 - April 2015
Dimensional Fund Advisors March 2012 - July 2013
International Paper (Formerly Temple-Inland) April 2011 - March 2012
Temple Inland February 2009 - April 2011
Ralph Lauren August 2005 - December 2008
Stellargy Services June 2006 - July 2007
Skills
Microsoft Word, Microsoft Excel, JD Edwards, Forecasting, Accounting, Process Improvement, Internal Audit, ITIL, Service-Now, UC4, Eagle PACE, SharePoint, Document Management, Document Drafting, Process Flow..., Inventory, Sarbanes-Oxley Act, Auditing, Analysis, Business Process, Training, Finance, Management, Software Documentation, Internal Controls
Education
Austin Community College 2011 — 2013
Accounting
Texas State University 2005 — 2008
Bachelor, Business Administration (BBA); Accounting
Waughtal Management LLC May 2015 - Present
Dimensional Fund Advisors July 2013 - April 2015
Dimensional Fund Advisors March 2012 - July 2013
International Paper (Formerly Temple-Inland) April 2011 - March 2012
Temple Inland February 2009 - April 2011
Ralph Lauren August 2005 - December 2008
Stellargy Services June 2006 - July 2007
Skills
Microsoft Word, Microsoft Excel, JD Edwards, Forecasting, Accounting, Process Improvement, Internal Audit, ITIL, Service-Now, UC4, Eagle PACE, SharePoint, Document Management, Document Drafting, Process Flow..., Inventory, Sarbanes-Oxley Act, Auditing, Analysis, Business Process, Training, Finance, Management, Software Documentation, Internal Controls
Education
Austin Community College 2011 — 2013
Accounting
Texas State University 2005 — 2008
Bachelor, Business Administration (BBA); Accounting
Andrew K. Keiper, CFA, CFP(R) Andrew K. Keiper, CFA, CFP(R)'s Dimensional Fund Advisors Experience October 2004 - Present
Job Vice President at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors October 2004 - Present
John Hancock Life Insurance Company (U.S.A.) April 2001 - October 2004
Ernst & Young July 1999 - March 2001
Education
Colgate University 1995 — 1999
Economics
Dimensional Fund Advisors October 2004 - Present
John Hancock Life Insurance Company (U.S.A.) April 2001 - October 2004
Ernst & Young July 1999 - March 2001
Education
Colgate University 1995 — 1999
Economics
Alicia Rosner Alicia Rosner's Dimensional Fund Advisors Experience April 2014 - Present
Job Senior Presentation Specialist at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors April 2014 - Present
Williams Lea Inc. September 2004 - April 2014
Bear Stearns 2004 - 2006
Deloitte Consulting January 2003 - June 2004
DaVinci Software April 1999 - October 2001
Skills
Adobe Acrobat, Adobe Creative Suite, QuarkXPress, Brochures, Photoshop, Graphic Design, Mac, InDesign, Microsoft Office
Education
Columbia College Chicago 1997 — 2010
Indiana University Bloomington 1995 — 1997
BA, Art History
Dimensional Fund Advisors April 2014 - Present
Williams Lea Inc. September 2004 - April 2014
Bear Stearns 2004 - 2006
Deloitte Consulting January 2003 - June 2004
DaVinci Software April 1999 - October 2001
Skills
Adobe Acrobat, Adobe Creative Suite, QuarkXPress, Brochures, Photoshop, Graphic Design, Mac, InDesign, Microsoft Office
Education
Columbia College Chicago 1997 — 2010
Indiana University Bloomington 1995 — 1997
BA, Art History
Ryan Pate's Dimensional Fund Advisors Experience June 2014 - August 2014
Job International Tax Associate at PwC
Industry Law Practice
Experience
PwC September 2015 - Present
University of Texas School of Law Criminal Defense Clinic August 2014 - December 2014
Dimensional Fund Advisors June 2014 - August 2014
The Boston Consulting Group June 2014 - June 2014
Martens, Todd & Leonard July 2013 - August 2013
Meadows, Collier, Reed, Cousins, Crouch & Ungerman LLP May 2013 - June 2013
Philip M. Dorr Alumni & Friends Endowed Investment Fund January 2012 - May 2012
Baylor University June 2011 - May 2012
Education
The University of Texas School of Law 2012 — 2015
Doctor of Law (JD)
Baylor University 2011 — 2012
Master's degree, Taxation
Baylor University 2007 — 2012
Bachelor of Business Administration (BBA), Accounting
PwC September 2015 - Present
University of Texas School of Law Criminal Defense Clinic August 2014 - December 2014
Dimensional Fund Advisors June 2014 - August 2014
The Boston Consulting Group June 2014 - June 2014
Martens, Todd & Leonard July 2013 - August 2013
Meadows, Collier, Reed, Cousins, Crouch & Ungerman LLP May 2013 - June 2013
Philip M. Dorr Alumni & Friends Endowed Investment Fund January 2012 - May 2012
Baylor University June 2011 - May 2012
Education
The University of Texas School of Law 2012 — 2015
Doctor of Law (JD)
Baylor University 2011 — 2012
Master's degree, Taxation
Baylor University 2007 — 2012
Bachelor of Business Administration (BBA), Accounting
Mimi M. Humphrey's Dimensional Fund Advisors Experience 1989 - 1995
Job Sales and relationship management executive specializing in building enduring partnerships with investors
Industry Investment Management
Experience
Select Equity Group, L.P. April 2012 - December 2014
Capital Group June 1995 - March 2012
Dimensional Fund Advisors 1989 - 1995
Skills
New Business Development, Relationship Management, Institutional Sales, Investment Strategies, Alternative Investments, Marketing Strategy, Project Management, Mutual Funds, Endowments, Foundations, Corporations, Family Office, High Net Worth..., Team Building, Team Leadership, Marketing Event Planning, Team Management, Capital raising
Education
Boston College 1981 — 1985
B.A., Human Development, Education
Select Equity Group, L.P. April 2012 - December 2014
Capital Group June 1995 - March 2012
Dimensional Fund Advisors 1989 - 1995
Skills
New Business Development, Relationship Management, Institutional Sales, Investment Strategies, Alternative Investments, Marketing Strategy, Project Management, Mutual Funds, Endowments, Foundations, Corporations, Family Office, High Net Worth..., Team Building, Team Leadership, Marketing Event Planning, Team Management, Capital raising
Education
Boston College 1981 — 1985
B.A., Human Development, Education
Javier Arriagada's Dimensional Fund Advisors Experience November 2007 - Present
Job Multicultural sales and business development executive
Industry Financial Services
Experience
Dimensional Fund Advisors November 2007 - Present
Education
Thunderbird School of Global Management 2001 — 2003
MBA
Universidad Finis Terrae 1992 — 1996
Economist
Dimensional Fund Advisors November 2007 - Present
Education
Thunderbird School of Global Management 2001 — 2003
MBA
Universidad Finis Terrae 1992 — 1996
Economist
Erin Abelon's Dimensional Fund Advisors Experience August 2009 - August 2012
Job
Industry Writing and Editing
Experience
Avaya Government Solutions/U.S.Courts August 2012 - Present
Dimensional Fund Advisors August 2009 - August 2012
Karta Technologies January 2006 - July 2009
American City Business Journals 2005 - 2006
NASA Space Partnership Development May 2003 - October 2004
Education
The University of Memphis 2001 — 2003
Master's
Auburn University 1997 — 2001
Bachelor's
Avaya Government Solutions/U.S.Courts August 2012 - Present
Dimensional Fund Advisors August 2009 - August 2012
Karta Technologies January 2006 - July 2009
American City Business Journals 2005 - 2006
NASA Space Partnership Development May 2003 - October 2004
Education
The University of Memphis 2001 — 2003
Master's
Auburn University 1997 — 2001
Bachelor's
David Hoffman's Dimensional Fund Advisors Experience April 2014 - Present
Job
Industry Investment Management
Experience
Dimensional Fund Advisors April 2014 - Present
Skills
Mutual Funds, Hedge Funds, Investment Management, ETFs, Strategy, Business Development, Alternative Investments, Series 7, Equities, Asset Managment, Series 63, Asset Allocation, Investments, Wealth Management, Investment Strategies, Financial Services, Relationship Management, Product Development, Financial Modeling, Financial Advisory, Investment Advisory, Wealth Management..., Investor Relations, Separately Managed..., Series 24, Series 65
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
University of Pennsylvania 1994 — 1998
Bachelor of Arts, History
Rye Neck High School 1990 — 1994
Dimensional Fund Advisors April 2014 - Present
Skills
Mutual Funds, Hedge Funds, Investment Management, ETFs, Strategy, Business Development, Alternative Investments, Series 7, Equities, Asset Managment, Series 63, Asset Allocation, Investments, Wealth Management, Investment Strategies, Financial Services, Relationship Management, Product Development, Financial Modeling, Financial Advisory, Investment Advisory, Wealth Management..., Investor Relations, Separately Managed..., Series 24, Series 65
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
University of Pennsylvania 1994 — 1998
Bachelor of Arts, History
Rye Neck High School 1990 — 1994
Erin Digby's Dimensional Fund Advisors Experience May 2015 - Present
Job Tax Manager at Dimensional Fund Advisors
Industry Accounting
Experience
Dimensional Fund Advisors May 2015 - Present
Durbin Bennett Tax Advisors, Inc. July 2013 - May 2015
Powell, Ebert & Smolik PC October 2011 - July 2013
PricewaterhouseCoopers LLP 2005 - September 2011
Skills
Tax Research, Tax Accounting, Tax, CPA, Partnership Taxation, Income Tax, US GAAP, Tax Returns, Tax Preparation, Accounting, Auditing, Internal Controls
Education
California State University-Fullerton - College of Business and Economics 2002 — 2004
Master of Science (MS), Taxation
California State University-Long Beach 1997 — 2001
B.A, Psychology
Dimensional Fund Advisors May 2015 - Present
Durbin Bennett Tax Advisors, Inc. July 2013 - May 2015
Powell, Ebert & Smolik PC October 2011 - July 2013
PricewaterhouseCoopers LLP 2005 - September 2011
Skills
Tax Research, Tax Accounting, Tax, CPA, Partnership Taxation, Income Tax, US GAAP, Tax Returns, Tax Preparation, Accounting, Auditing, Internal Controls
Education
California State University-Fullerton - College of Business and Economics 2002 — 2004
Master of Science (MS), Taxation
California State University-Long Beach 1997 — 2001
B.A, Psychology
Jim Knocke's Dimensional Fund Advisors Experience 2008 - 2008
Job Principal Consultant, ALG Group, Inc.
Industry Financial Services
Experience
ALG Group June 2012 - Present
GE Asset Management May 2013 - September 2014
Allstate 2011 - 2013
Compass Financial Consulting, Inc. June 2006 - June 2012
Swiss Re 2009 - 2011
Ameriprise Financial Services, Inc. 2009 - 2011
Block Cross / Pulse Trading May 2008 - September 2010
Dimensional Fund Advisors 2008 - 2008
Linedata Services Inc. 1998 - 2006
Shaw Data 1992 - 1997
Skills
Blackrock Aladdin..., Linedata Compliance..., Longview Trading..., Charles River IMS, Latent Zero, Bloomberg, Asset Management, Trading Systems, Order Management, Middle Office, Compliance, Fixed Income, BlackRock Aladdin, Financial Services, Electronic Trading, Investment Management
Education
Columbia University in the City of New York 1980 — 1984
BA, Economics
ALG Group June 2012 - Present
GE Asset Management May 2013 - September 2014
Allstate 2011 - 2013
Compass Financial Consulting, Inc. June 2006 - June 2012
Swiss Re 2009 - 2011
Ameriprise Financial Services, Inc. 2009 - 2011
Block Cross / Pulse Trading May 2008 - September 2010
Dimensional Fund Advisors 2008 - 2008
Linedata Services Inc. 1998 - 2006
Shaw Data 1992 - 1997
Skills
Blackrock Aladdin..., Linedata Compliance..., Longview Trading..., Charles River IMS, Latent Zero, Bloomberg, Asset Management, Trading Systems, Order Management, Middle Office, Compliance, Fixed Income, BlackRock Aladdin, Financial Services, Electronic Trading, Investment Management
Education
Columbia University in the City of New York 1980 — 1984
BA, Economics
Daniel Schatz's Dimensional Fund Advisors Experience September 2014 - Present
Job Regional Director, DC Sales Intermediary Distribution at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors September 2014 - Present
Voya Financial April 2013 - September 2014
Great-West Financial September 2008 - March 2013
Wells Fargo March 2006 - September 2008
Lincoln Financial Group January 2004 - January 2006
Lincoln Financial Group April 2002 - January 2004
Lincoln Financial Advisors November 1999 - April 2002
OppenheimerFunds October 1998 - September 1999
Skills
Sales, Wealth Management, New Business Development, Mutual Funds, Retirement, Marketing Strategy, Series 63, 401k, Retirement Planning, Series 6, Investments, Financial Services, Series 7, Asset Allocation, Leadership
Education
Colorado State University 1995 — 1998
Bachelor of Arts (B.A.), Economics
Dimensional Fund Advisors September 2014 - Present
Voya Financial April 2013 - September 2014
Great-West Financial September 2008 - March 2013
Wells Fargo March 2006 - September 2008
Lincoln Financial Group January 2004 - January 2006
Lincoln Financial Group April 2002 - January 2004
Lincoln Financial Advisors November 1999 - April 2002
OppenheimerFunds October 1998 - September 1999
Skills
Sales, Wealth Management, New Business Development, Mutual Funds, Retirement, Marketing Strategy, Series 63, 401k, Retirement Planning, Series 6, Investments, Financial Services, Series 7, Asset Allocation, Leadership
Education
Colorado State University 1995 — 1998
Bachelor of Arts (B.A.), Economics
John F McNamara, CFA's Dimensional Fund Advisors Experience May 2014 - Present
Job Regional Director at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors May 2014 - Present
Education
Boston College 2003 — 2007
Bachelor's Degree
Boston College High School 1999 — 2003
Dimensional Fund Advisors May 2014 - Present
Education
Boston College 2003 — 2007
Bachelor's Degree
Boston College High School 1999 — 2003
Gabriele Kirsch's Dimensional Fund Advisors Experience February 2014 - Present
Job Paralegal at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors February 2014 - Present
Buchanan Ingersoll & Rooney PC January 1987 - February 2014
Skills
Legal Assistance, Loans, Document Review, Corporate Law, Document Drafting, Real Estate, Fund Administration, Corporate Governance, Securities Regulation, Mutual Funds, Legal Research, Due Diligence, Mergers
Education
University of Pittsburgh 1984 — 1986
M.A., German Literature
Clarion University of Pennsylvania 1979 — 1980
B.A., Psychology
Dimensional Fund Advisors February 2014 - Present
Buchanan Ingersoll & Rooney PC January 1987 - February 2014
Skills
Legal Assistance, Loans, Document Review, Corporate Law, Document Drafting, Real Estate, Fund Administration, Corporate Governance, Securities Regulation, Mutual Funds, Legal Research, Due Diligence, Mergers
Education
University of Pittsburgh 1984 — 1986
M.A., German Literature
Clarion University of Pennsylvania 1979 — 1980
B.A., Psychology
Lara Cosio's Dimensional Fund Advisors Experience April 2008 - Present
Job Events Manager at Dimensional Fund Advisors
Industry Events Services
Experience
Dimensional Fund Advisors April 2008 - Present
Bon Appetit August 2007 - April 2008
RAND Corporation April 2003 - August 2007
Skills
Event Management, Event Planning, Marketing, Non-profits, Research, Editing, Budget, Management, Budgets, Nonprofits, Online Marketing, Hospitality, Trade Shows, Meeting Planning, Corporate Events, Public Relations, Fundraising, Social Media Marketing, Leadership, Food & Beverage, Customer Service, Email Marketing
Education
California State University-Los Angeles
Master of Arts (MA), English Language and Literature, General
San Francisco State University
Bachelor of Arts (BA), Literature
Dimensional Fund Advisors April 2008 - Present
Bon Appetit August 2007 - April 2008
RAND Corporation April 2003 - August 2007
Skills
Event Management, Event Planning, Marketing, Non-profits, Research, Editing, Budget, Management, Budgets, Nonprofits, Online Marketing, Hospitality, Trade Shows, Meeting Planning, Corporate Events, Public Relations, Fundraising, Social Media Marketing, Leadership, Food & Beverage, Customer Service, Email Marketing
Education
California State University-Los Angeles
Master of Arts (MA), English Language and Literature, General
San Francisco State University
Bachelor of Arts (BA), Literature
Daniel Weidman's Dimensional Fund Advisors Experience January 2013 - Present
Job Portfolio Analyst at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors January 2013 - Present
Dimensional Fund Advisors December 2007 - December 2012
Moss Adams LLP June 2007 - December 2007
Skills
Internal Controls, Forensic Accounting, CPA, Auditing, US GAAP, Accounting, Sarbanes-Oxley Act, GAAP, SEC filings, Business Valuation, Financial Reporting, Financial Analysis, Tax, Financial Accounting, Due Diligence, Litigation Support, Financial Modeling, Internal Audit, Income Tax, Certified Fraud Examiner
Education
Alma College 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Dimensional Fund Advisors January 2013 - Present
Dimensional Fund Advisors December 2007 - December 2012
Moss Adams LLP June 2007 - December 2007
Skills
Internal Controls, Forensic Accounting, CPA, Auditing, US GAAP, Accounting, Sarbanes-Oxley Act, GAAP, SEC filings, Business Valuation, Financial Reporting, Financial Analysis, Tax, Financial Accounting, Due Diligence, Litigation Support, Financial Modeling, Internal Audit, Income Tax, Certified Fraud Examiner
Education
Alma College 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Jason Kupka's Dimensional Fund Advisors Experience February 2015 - Present
Job Systems Administrator at Dimensional Fund Advisors
Industry Information Technology and Services
Experience
Dimensional Fund Advisors February 2015 - Present
Rackspace, the Open Cloud Company January 2013 - February 2015
Dimensional Fund Advisors January 2012 - December 2012
West Corporation October 2011 - December 2011
Initiate Systems (An IBM Company) November 2010 - October 2011
Advanced Micro Devices August 2010 - October 2010
Gerson Lehrman Group October 2007 - August 2010
Seton Family of Hospitals May 2002 - September 2007
TEKsystems June 2001 - May 2005
Skills
System Administration, VMware ESX, NetApp Filers, Disaster Recovery, SAN, Windows Server, Data Center, Servers, Citrix, ITIL, VMware Infrastructure, Virtualization, Apache, System Deployment, VMware, Linux, Active Directory, DNS, Microsoft SQL Server, Integration, Server Architecture, Cisco Technologies, Red Hat Linux, Microsoft Exchange, VPN
Education
Austin Community College 1999 — 2002
Associate of Applied Sciense, Local Area Network Systems Administration
Dimensional Fund Advisors February 2015 - Present
Rackspace, the Open Cloud Company January 2013 - February 2015
Dimensional Fund Advisors January 2012 - December 2012
West Corporation October 2011 - December 2011
Initiate Systems (An IBM Company) November 2010 - October 2011
Advanced Micro Devices August 2010 - October 2010
Gerson Lehrman Group October 2007 - August 2010
Seton Family of Hospitals May 2002 - September 2007
TEKsystems June 2001 - May 2005
Skills
System Administration, VMware ESX, NetApp Filers, Disaster Recovery, SAN, Windows Server, Data Center, Servers, Citrix, ITIL, VMware Infrastructure, Virtualization, Apache, System Deployment, VMware, Linux, Active Directory, DNS, Microsoft SQL Server, Integration, Server Architecture, Cisco Technologies, Red Hat Linux, Microsoft Exchange, VPN
Education
Austin Community College 1999 — 2002
Associate of Applied Sciense, Local Area Network Systems Administration
Allison Schrager's Dimensional Fund Advisors Experience February 2013 - August 2013
Job Columnist at Quartz
Industry Financial Services
Experience
Quartz June 2015 - Present
AssetBuilder October 2014 - Present
Bloomberg Businessweek July 2014 - February 2015
Dimensional Fund Advisors February 2013 - August 2013
The Economist September 2006 - May 2013
Dimensional Fund Advisors January 2010 - January 2013
Integrated Finance Limited January 2007 - October 2008
International Monetary Fund June 2003 - September 2003
Bank of England June 2002 - September 2002
Skills
Hedge Funds, Investments, Investment Banking, Pensions, Equities, Investment Strategies, Finance, Defined Benefit, Fixed Income, Valuation, Investment Management, Alternative Investments
Education
Columbia University in the City of New York 2000 — 2006
Doctor of Philosophy (PhD), Economics (macro and public finance)
The University of Edinburgh 1997 — 2000
MA, Economics
Quartz June 2015 - Present
AssetBuilder October 2014 - Present
Bloomberg Businessweek July 2014 - February 2015
Dimensional Fund Advisors February 2013 - August 2013
The Economist September 2006 - May 2013
Dimensional Fund Advisors January 2010 - January 2013
Integrated Finance Limited January 2007 - October 2008
International Monetary Fund June 2003 - September 2003
Bank of England June 2002 - September 2002
Skills
Hedge Funds, Investments, Investment Banking, Pensions, Equities, Investment Strategies, Finance, Defined Benefit, Fixed Income, Valuation, Investment Management, Alternative Investments
Education
Columbia University in the City of New York 2000 — 2006
Doctor of Philosophy (PhD), Economics (macro and public finance)
The University of Edinburgh 1997 — 2000
MA, Economics
Tu Nguyen, CFA's Dimensional Fund Advisors Experience January 2012 - Present
Job Research Associate at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors January 2012 - Present
Dimensional Fund Advisors April 2004 - December 2011
PerkinElmer LAS July 2001 - March 2004
Education
University of California, Los Angeles 1995 — 2000
PhD, Chemical Engineering
Carnegie Mellon University 1989 — 1994
B.S., Chemical Engineering
Dimensional Fund Advisors January 2012 - Present
Dimensional Fund Advisors April 2004 - December 2011
PerkinElmer LAS July 2001 - March 2004
Education
University of California, Los Angeles 1995 — 2000
PhD, Chemical Engineering
Carnegie Mellon University 1989 — 1994
B.S., Chemical Engineering
Ben Hogue's Dimensional Fund Advisors Experience October 2011 - May 2012
Job Systems Analyst at Whole Foods Market
Industry Telecommunications
Experience
Whole Foods Market October 2012 - Present
Whole Foods Market May 2012 - November 2012
Dimensional Fund Advisors October 2011 - May 2012
Grande Communications June 2001 - December 2010
MonkeyMedia Software June 2000 - April 2001
Fortuna Technologies, Inc November 1999 - June 2000
University of Memphis January 1998 - November 1999
Sterling and Francine Clark Art Institute January 1994 - December 1997
University of Pittsburgh September 1992 - December 1993
St. Edward's University September 1989 - August 1992
Education
University of Pittsburgh 1992 — 1993
MSIS, Information Science
St. Edward's University 1989 — 1992
BS, Computer Science
Austin Community College
Associate, Electronics
The University of Texas at Austin 1975 — 1976
Nursing
Baylor University 1968 — 1970
pre-law, business
Whole Foods Market October 2012 - Present
Whole Foods Market May 2012 - November 2012
Dimensional Fund Advisors October 2011 - May 2012
Grande Communications June 2001 - December 2010
MonkeyMedia Software June 2000 - April 2001
Fortuna Technologies, Inc November 1999 - June 2000
University of Memphis January 1998 - November 1999
Sterling and Francine Clark Art Institute January 1994 - December 1997
University of Pittsburgh September 1992 - December 1993
St. Edward's University September 1989 - August 1992
Education
University of Pittsburgh 1992 — 1993
MSIS, Information Science
St. Edward's University 1989 — 1992
BS, Computer Science
Austin Community College
Associate, Electronics
The University of Texas at Austin 1975 — 1976
Nursing
Baylor University 1968 — 1970
pre-law, business
Allen Pu's Dimensional Fund Advisors Experience July 2006 - Present
Job Senior Portfolio Manager and Vice President at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors July 2006 - Present
California Institute of Technology 2005 - 2006
Mellon Ventures 2001 - 2005
Skills
Equities, Portfolio Management, Private Equity, Mutual Funds, Analysis, Venture Capital, Fixed Income, Hedge Funds, Asset Management, Bloomberg, Alternative Investments, Asset Allocation, Investments, Financial Modeling, Investment Management, Capital Markets
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Finance and Entrepreneurship
Caltech 1992 — 1997
MS, PhD, Electrical Engineering
The Cooper Union for the Advancement of Science and Art 1988 — 1992
BS, Electrical Engineering
Dimensional Fund Advisors July 2006 - Present
California Institute of Technology 2005 - 2006
Mellon Ventures 2001 - 2005
Skills
Equities, Portfolio Management, Private Equity, Mutual Funds, Analysis, Venture Capital, Fixed Income, Hedge Funds, Asset Management, Bloomberg, Alternative Investments, Asset Allocation, Investments, Financial Modeling, Investment Management, Capital Markets
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Finance and Entrepreneurship
Caltech 1992 — 1997
MS, PhD, Electrical Engineering
The Cooper Union for the Advancement of Science and Art 1988 — 1992
BS, Electrical Engineering
Barrett Ross's Dimensional Fund Advisors Experience September 2007 - April 2010
Job Director of Photography/Owner at Barrett Ross Creative
Industry Media Production
Experience
Barrett Ross Creative May 2012 - Present
Explore Annenberg LLC May 2010 - May 2012
Dimensional Fund Advisors September 2007 - April 2010
Journeys Within Tour Company June 2004 - July 2007
Shooting Stars Sports Photography 2004 - 2004
Skills
Video Production, Photography, Architectural..., Creative Portraiture, Post Production, Cinematography, Aerial Cinematography, Film, Video, Final Cut Studio, Editing, DaVinci Resolve, HD Video, Photoshop, Final Cut Pro, Multimedia, Adobe Creative Suite, Film Production, After Effects, Documentaries, Digital Media, Publishing, Microsoft Office, Producing, Video Editing, Mac, Camera, Premiere, New Media, Public Relations, Web Video, Digital Photography, Sound, WordPress, Avid, Television, Film Editing, HD, Videography
Education
Chapman University 2001 — 2005
Bachelor of Arts, School of Communication Arts, Studio Art; Photography, Minor; History
Park City High School 1998 — 2001
Barrett Ross Creative May 2012 - Present
Explore Annenberg LLC May 2010 - May 2012
Dimensional Fund Advisors September 2007 - April 2010
Journeys Within Tour Company June 2004 - July 2007
Shooting Stars Sports Photography 2004 - 2004
Skills
Video Production, Photography, Architectural..., Creative Portraiture, Post Production, Cinematography, Aerial Cinematography, Film, Video, Final Cut Studio, Editing, DaVinci Resolve, HD Video, Photoshop, Final Cut Pro, Multimedia, Adobe Creative Suite, Film Production, After Effects, Documentaries, Digital Media, Publishing, Microsoft Office, Producing, Video Editing, Mac, Camera, Premiere, New Media, Public Relations, Web Video, Digital Photography, Sound, WordPress, Avid, Television, Film Editing, HD, Videography
Education
Chapman University 2001 — 2005
Bachelor of Arts, School of Communication Arts, Studio Art; Photography, Minor; History
Park City High School 1998 — 2001
Matthew Snider, CIMA's Dimensional Fund Advisors Experience September 2011 - Present
Job Regional Director at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors September 2011 - Present
Vanguard May 2008 - October 2011
Calamos Investments July 2004 - May 2008
Vestor Capital 2001 - 2004
Skills
Series 63, ETFs, Mutual Funds, Separately Managed..., Series 7, Series 65, Morningstar, Investment Strategies, Investment Advisory, FINRA, Wealth Management, Alternative Investments, Equities, Retirement Planning, Securities, Investment Management, Series 6, Asset Allocation, 401k, Asset Management, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
MBA, Finance
Carthage College 1995 — 1999
Intl' Political Economics, Economics
Dimensional Fund Advisors September 2011 - Present
Vanguard May 2008 - October 2011
Calamos Investments July 2004 - May 2008
Vestor Capital 2001 - 2004
Skills
Series 63, ETFs, Mutual Funds, Separately Managed..., Series 7, Series 65, Morningstar, Investment Strategies, Investment Advisory, FINRA, Wealth Management, Alternative Investments, Equities, Retirement Planning, Securities, Investment Management, Series 6, Asset Allocation, 401k, Asset Management, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
MBA, Finance
Carthage College 1995 — 1999
Intl' Political Economics, Economics
Scott Feil's Dimensional Fund Advisors Experience January 2014 - July 2015
Job Senior Associate at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors January 2014 - July 2015
Dimensional Fund Advisors April 2010 - December 2013
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (MBA), Finance
Boston University 2005 — 2009
Bachelor of Business Administration (BBA), Finance, Entrepreneurship
Dimensional Fund Advisors January 2014 - July 2015
Dimensional Fund Advisors April 2010 - December 2013
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (MBA), Finance
Boston University 2005 — 2009
Bachelor of Business Administration (BBA), Finance, Entrepreneurship
Ashish Shrestha's Dimensional Fund Advisors Experience 2008 - Present
Job Regional Director at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors 2008 - Present
Mercer Investment Consulting July 2000 - August 2008
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Asset Managment, Investments, Investment Management, Investment Strategies, Investment Advisory, Mutual Funds, Financial Services, Hedge Funds, Securities
Education
University of California, Los Angeles - The Anderson School of Management
MBA
Claremont McKenna College
Dimensional Fund Advisors 2008 - Present
Mercer Investment Consulting July 2000 - August 2008
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Asset Managment, Investments, Investment Management, Investment Strategies, Investment Advisory, Mutual Funds, Financial Services, Hedge Funds, Securities
Education
University of California, Los Angeles - The Anderson School of Management
MBA
Claremont McKenna College
Mike Causey's Dimensional Fund Advisors Experience February 2013 - Present
Job Network Administrator at Dimensional Fund Advisors
Industry Computer Networking
Experience
Dimensional Fund Advisors February 2013 - Present
Department of Veterans Affairs January 2009 - February 2013
DataPath, Inc. March 2008 - January 2009
ITT April 2006 - March 2008
Unisys February 2005 - April 2006
Server Plus January 2004 - February 2005
Unisys September 2000 - March 2003
Skills
Active Directory, Network Administration, Cisco Technologies, Windows Server, Network Security, Troubleshooting, Switches, VMware, TCP/IP, Servers, DNS, DHCP, ASA, Routers, F5 BigIP, Aruba Wireless
Education
BYU 2000 — 2003
Dimensional Fund Advisors February 2013 - Present
Department of Veterans Affairs January 2009 - February 2013
DataPath, Inc. March 2008 - January 2009
ITT April 2006 - March 2008
Unisys February 2005 - April 2006
Server Plus January 2004 - February 2005
Unisys September 2000 - March 2003
Skills
Active Directory, Network Administration, Cisco Technologies, Windows Server, Network Security, Troubleshooting, Switches, VMware, TCP/IP, Servers, DNS, DHCP, ASA, Routers, F5 BigIP, Aruba Wireless
Education
BYU 2000 — 2003
Hope Yang's Dimensional Fund Advisors Experience November 2011 - Present
Job Analyst at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors November 2011 - Present
Dimensional Fund Advisors May 2007 - October 2011
Skills
Hedge Funds, Fixed Income, Bloomberg, Equities, Asset Management, Alternative Investments, Asset Allocation, Investment Management, Investments, Mutual Funds, Portfolio Management, Investment Strategies, Capital Markets, Financial Modeling, Valuation, Equity Research, Securities, Derivatives, Investment Advisory, Trading
Education
Universiteit Leiden 2005 — 2006
M.A., Political Economy
California State University-Fullerton 2002 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Dimensional Fund Advisors November 2011 - Present
Dimensional Fund Advisors May 2007 - October 2011
Skills
Hedge Funds, Fixed Income, Bloomberg, Equities, Asset Management, Alternative Investments, Asset Allocation, Investment Management, Investments, Mutual Funds, Portfolio Management, Investment Strategies, Capital Markets, Financial Modeling, Valuation, Equity Research, Securities, Derivatives, Investment Advisory, Trading
Education
Universiteit Leiden 2005 — 2006
M.A., Political Economy
California State University-Fullerton 2002 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Leslie Tripp's Dimensional Fund Advisors Experience November 2004 - October 2009
Job Project Manager at Antares Custom Saddles/Sellerie De France
Industry Sporting Goods
Experience
Dimensional Fund Advisors November 2004 - October 2009
ING Advisors Network 1994 - 2004
Education
Meredith Manor International Equestrian Center
Riding Master, Hunters/Jumpers with Teaching emphasis
Salem International University
Dimensional Fund Advisors November 2004 - October 2009
ING Advisors Network 1994 - 2004
Education
Meredith Manor International Equestrian Center
Riding Master, Hunters/Jumpers with Teaching emphasis
Salem International University
Mali Pollard's Dimensional Fund Advisors Experience August 2005 - March 2013
Job Portfolio Manager at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors August 2005 - March 2013
Dimensional Fund Advisors August 2007 - December 2010
Dimensional Fund Advisors July 2005 - July 2007
Revlon June 2004 - August 2004
Dimensional Fund Advisors January 2000 - July 2003
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Brown University 1995 — 1999
ScB, Biology
Dimensional Fund Advisors August 2005 - March 2013
Dimensional Fund Advisors August 2007 - December 2010
Dimensional Fund Advisors July 2005 - July 2007
Revlon June 2004 - August 2004
Dimensional Fund Advisors January 2000 - July 2003
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Brown University 1995 — 1999
ScB, Biology
Bruce Simmons's Dimensional Fund Advisors Experience May 2007 - Present
Job Vice President Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors May 2007 - Present
Bank of New York Mellon September 2005 - April 2007
Mellon Financial 2005 - 2007
BNY Mellon Asset Servicing 2005 - 2007
Capstone Federal Credit Union 2003 - 2005
CUADPRO Marketing 2003 - 2005
State Street 2001 - 2003
Trust Company of the West 1993 - 2001
Skills
Mutual Funds, Asset Managment, Securities, Fixed Income, Equities, Portfolio Management, Investments, Valuation, Derivatives, Financial Analysis, Asset Allocation, Bloomberg, Financial Services, Asset Management, Finance, Investment Management, Hedge Funds, Wealth Management, Capital Markets, Private Equity, Financial Modeling, Investment Advisory, Investment Strategies, Emerging Markets, Trading, Due Diligence, Investment Banking, Strategic Financial..., Investor Relations, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Business
Bentley University 1985 — 1990
Bachelors, Accounting
Dimensional Fund Advisors May 2007 - Present
Bank of New York Mellon September 2005 - April 2007
Mellon Financial 2005 - 2007
BNY Mellon Asset Servicing 2005 - 2007
Capstone Federal Credit Union 2003 - 2005
CUADPRO Marketing 2003 - 2005
State Street 2001 - 2003
Trust Company of the West 1993 - 2001
Skills
Mutual Funds, Asset Managment, Securities, Fixed Income, Equities, Portfolio Management, Investments, Valuation, Derivatives, Financial Analysis, Asset Allocation, Bloomberg, Financial Services, Asset Management, Finance, Investment Management, Hedge Funds, Wealth Management, Capital Markets, Private Equity, Financial Modeling, Investment Advisory, Investment Strategies, Emerging Markets, Trading, Due Diligence, Investment Banking, Strategic Financial..., Investor Relations, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Business
Bentley University 1985 — 1990
Bachelors, Accounting
John Blood, CFA, CFP's Dimensional Fund Advisors Experience January 2010 - January 2013
Job President/Owner at Disciplined Wealth Strategies, Inc
Industry Investment Management
Experience
Disciplined Wealth Strategies, Inc January 2013 - Present
Dimensional Fund Advisors January 2010 - January 2013
Commonwealth Financial September 2000 - December 2009
Morningstar 1999 - 2000
Investors Bank & Trust 1997 - 1998
Nypro 1993 - 1997
Plainfield Pixley Richards Inc. 1991 - 1993
Cortron/Amkey 1990 - 1992
Skills
Mutual Funds, Investments, Capital Markets, Financial Advisory, Alternative Investments, Asset Allocation, Asset Management, Due Diligence, ETFs, Finance, Financial Services, Investment Advisory, Investment Strategies, Portfolio Management, Retirement Planning, Separately Managed..., Series 7, Strategic Financial..., Wealth, Wealth Management, Wealth Management...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2003
MBA/MSF, Finance
Rensselaer Polytechnic Institute 1986 — 1990
BS, Mechanical Engineering
Disciplined Wealth Strategies, Inc January 2013 - Present
Dimensional Fund Advisors January 2010 - January 2013
Commonwealth Financial September 2000 - December 2009
Morningstar 1999 - 2000
Investors Bank & Trust 1997 - 1998
Nypro 1993 - 1997
Plainfield Pixley Richards Inc. 1991 - 1993
Cortron/Amkey 1990 - 1992
Skills
Mutual Funds, Investments, Capital Markets, Financial Advisory, Alternative Investments, Asset Allocation, Asset Management, Due Diligence, ETFs, Finance, Financial Services, Investment Advisory, Investment Strategies, Portfolio Management, Retirement Planning, Separately Managed..., Series 7, Strategic Financial..., Wealth, Wealth Management, Wealth Management...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2003
MBA/MSF, Finance
Rensselaer Polytechnic Institute 1986 — 1990
BS, Mechanical Engineering
J. Freeman's Dimensional Fund Advisors Experience June 2006 - Present
Job Senior Technology Manager and Vice President at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors June 2006 - Present
Invesco Aim July 1998 - June 2006
Invesco Ltd. July 1998 - June 2006
Houston Community College August 1998 - May 2001
North Lake College August 1997 - July 1998
First USA May 1996 - July 1998
Fidelity Investments June 1995 - May 1997
Fidelity Investments November 1993 - June 1995
Skills
Mutual Funds, Portfolio Management, Investment Management, Investments, Securities, Bonds, Equities, Asset Allocation, Hedge Funds, Fixed Income, Investment Strategies, Trading, Asset Management, Alternative Investments, Asset Managment, Series 7, ETFs, Wealth Management, Risk Management, Bloomberg, Charles River IMS, Eagle PACE, Relationship Management, Investment Advisory, Financial Analysis, Visual Basic, Visual Studio, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Dynamics, Microsoft Exchange, Oracle, UC4, Autosys, Windows Server, Windows 7, Windows XP Pro, Windows 2000, Microsoft Windows 98, Series 63, C#, Money Market Funds, Gigabit Ethernet, Cisco VPN, SCCM, VoIP, IP, PC
Education
Liberty University 2015 — 2017
Doctor of Business Administration, International Business
The University of Dallas 1994 — 1996
MBA, Finance
Baylor University - Hankamer School of Business 1991 — 1993
BBA, Marketing
Dimensional Fund Advisors June 2006 - Present
Invesco Aim July 1998 - June 2006
Invesco Ltd. July 1998 - June 2006
Houston Community College August 1998 - May 2001
North Lake College August 1997 - July 1998
First USA May 1996 - July 1998
Fidelity Investments June 1995 - May 1997
Fidelity Investments November 1993 - June 1995
Skills
Mutual Funds, Portfolio Management, Investment Management, Investments, Securities, Bonds, Equities, Asset Allocation, Hedge Funds, Fixed Income, Investment Strategies, Trading, Asset Management, Alternative Investments, Asset Managment, Series 7, ETFs, Wealth Management, Risk Management, Bloomberg, Charles River IMS, Eagle PACE, Relationship Management, Investment Advisory, Financial Analysis, Visual Basic, Visual Studio, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Dynamics, Microsoft Exchange, Oracle, UC4, Autosys, Windows Server, Windows 7, Windows XP Pro, Windows 2000, Microsoft Windows 98, Series 63, C#, Money Market Funds, Gigabit Ethernet, Cisco VPN, SCCM, VoIP, IP, PC
Education
Liberty University 2015 — 2017
Doctor of Business Administration, International Business
The University of Dallas 1994 — 1996
MBA, Finance
Baylor University - Hankamer School of Business 1991 — 1993
BBA, Marketing
Daniel Thomason's Dimensional Fund Advisors Experience July 2000 - November 2005
Job Vice President at Morgan Stanley PWM
Industry Financial Services
Experience
Morgan Stanley PWM September 2014 - Present
Morgan Stanley PWM February 2012 - Present
Morgan Stanley PWM May 2008 - February 2012
Merrill Lynch PBIG November 2005 - May 2008
Dimensional Fund Advisors July 2000 - November 2005
Dimensional 2000 - 2005
Education
Boston College 1996 — 2000
BA, Finance
Loyola High School
Morgan Stanley PWM September 2014 - Present
Morgan Stanley PWM February 2012 - Present
Morgan Stanley PWM May 2008 - February 2012
Merrill Lynch PBIG November 2005 - May 2008
Dimensional Fund Advisors July 2000 - November 2005
Dimensional 2000 - 2005
Education
Boston College 1996 — 2000
BA, Finance
Loyola High School
Jaime Margolis's Dimensional Fund Advisors Experience October 2012 - August 2013
Job J.D. Candidate at Boston University School of Law
Industry Law Practice
Experience
Greater Boston Legal Services May 2015 - Present
Boston University School of Law May 2015 - Present
Boston University School of Law September 2013 - Present
Boston University School of Law Civil Litigation Clinic September 2014 - May 2015
Committee for Public Counsel Services May 2014 - August 2014
Firebrand Technologies 2012 - 2014
Dimensional Fund Advisors October 2012 - August 2013
Demand Media April 2011 - 2013
Austin American-Statesman August 2006 - October 2012
Jane’s Due Process May 2006 - March 2007
Skills
Legal Writing, Legal Research, Family Law, Copy Editing, Divorce Law, Legal Assistance, Journalism, Fact-checking, Editorial, Layout, Feature Articles, Publications, InCopy, Editing, Storytelling, Proofreading, Blogging, Online Journalism, Newspapers, InDesign, Wordpress, Headline Writing, Ap Style, Newspaper, News Writing, Web Editing, Pagination, Web Content, Breaking News, Content Management, Social Media, Mentoring, Business
Education
Boston University School of Law 2013 — 2016
Juris Doctor
The University of Texas at Austin 2003 — 2006
Bachelor's of Journalism
Greater Boston Legal Services May 2015 - Present
Boston University School of Law May 2015 - Present
Boston University School of Law September 2013 - Present
Boston University School of Law Civil Litigation Clinic September 2014 - May 2015
Committee for Public Counsel Services May 2014 - August 2014
Firebrand Technologies 2012 - 2014
Dimensional Fund Advisors October 2012 - August 2013
Demand Media April 2011 - 2013
Austin American-Statesman August 2006 - October 2012
Jane’s Due Process May 2006 - March 2007
Skills
Legal Writing, Legal Research, Family Law, Copy Editing, Divorce Law, Legal Assistance, Journalism, Fact-checking, Editorial, Layout, Feature Articles, Publications, InCopy, Editing, Storytelling, Proofreading, Blogging, Online Journalism, Newspapers, InDesign, Wordpress, Headline Writing, Ap Style, Newspaper, News Writing, Web Editing, Pagination, Web Content, Breaking News, Content Management, Social Media, Mentoring, Business
Education
Boston University School of Law 2013 — 2016
Juris Doctor
The University of Texas at Austin 2003 — 2006
Bachelor's of Journalism
Jake Linthicum's Dimensional Fund Advisors Experience December 2007 - February 2008
Job Regional Sales Supervisor at Lepage Bakeries
Industry Marketing and Advertising
Experience
Lepage Bakeries September 2009 - Present
Lepage Bakeries September 2009 - August 2010
Bentley University October 2005 - November 2009
Dimensional Fund Advisors December 2007 - February 2008
Education
Bentley University 2005 — 2009
Lepage Bakeries September 2009 - Present
Lepage Bakeries September 2009 - August 2010
Bentley University October 2005 - November 2009
Dimensional Fund Advisors December 2007 - February 2008
Education
Bentley University 2005 — 2009
Azhar Thiraviam's Dimensional Fund Advisors Experience July 2006 - Present
Job Sr Software Engineer Back Office Solutions
Industry Financial Services
Experience
Dimensional Fund Advisors July 2006 - Present
Modis June 2003 - July 2006
Compuware June 1996 - June 2003
Citibank April 1990 - June 1996
Skills
Microsoft SQL Server, SDLC, Data Warehousing, Business Analysis, Agile Methodologies, Requirements Analysis, SQL, Business Intelligence, C#, Software Development, SSRS, SSIS, Web Services, Oracle, .NET, Databases, Crystal Reports, Visio, SharePoint, ASP.NET, Hadoop, Informatica, Netezza, Data Modeling..., Data Mart, Enterprise Architecture, ETL, Business Objects
Education
Bharathidasan University 1985 — 1989
B.S
Dimensional Fund Advisors July 2006 - Present
Modis June 2003 - July 2006
Compuware June 1996 - June 2003
Citibank April 1990 - June 1996
Skills
Microsoft SQL Server, SDLC, Data Warehousing, Business Analysis, Agile Methodologies, Requirements Analysis, SQL, Business Intelligence, C#, Software Development, SSRS, SSIS, Web Services, Oracle, .NET, Databases, Crystal Reports, Visio, SharePoint, ASP.NET, Hadoop, Informatica, Netezza, Data Modeling..., Data Mart, Enterprise Architecture, ETL, Business Objects
Education
Bharathidasan University 1985 — 1989
B.S
Mallika Saran's Dimensional Fund Advisors Experience July 2012 - June 2013
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Harvard Business School August 2013 - Present
Dimensional Fund Advisors July 2012 - June 2013
Dimensional Fund Advisors July 2010 - June 2012
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
California Institute of Technology 2006 — 2010
Bachelor of Science (B.S.), Mechanical Engineering, Business and Economic Management
Harvard Business School August 2013 - Present
Dimensional Fund Advisors July 2012 - June 2013
Dimensional Fund Advisors July 2010 - June 2012
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
California Institute of Technology 2006 — 2010
Bachelor of Science (B.S.), Mechanical Engineering, Business and Economic Management
Darryl Avery's Dimensional Fund Advisors Experience June 2002 - Present
Job Vice President at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors June 2002 - Present
Metropolitan West Asset Management February 2001 - February 2002
Payden & Rygel June 1990 - December 2000
Skills
Portfolio Management, Equities, Asset Managment, Investment Management, Fixed Income, Investments, Investment Strategies, Bloomberg, Investment Advisory, Securities, Capital Markets, Valuation, Financial Services, Middle Office, Separately Managed..., Mutual Funds
Education
Biola University 1986 — 1990
business
Dimensional Fund Advisors June 2002 - Present
Metropolitan West Asset Management February 2001 - February 2002
Payden & Rygel June 1990 - December 2000
Skills
Portfolio Management, Equities, Asset Managment, Investment Management, Fixed Income, Investments, Investment Strategies, Bloomberg, Investment Advisory, Securities, Capital Markets, Valuation, Financial Services, Middle Office, Separately Managed..., Mutual Funds
Education
Biola University 1986 — 1990
business
Bruce Lloyd's Dimensional Fund Advisors Experience November 2001 - January 2005
Job Owner, Lloyd Investment Strategies, LLC
Industry Investment Management
Experience
Lloyd Investment Strategies, LLC February 2005 - Present
Dimensional Fund Advisors November 2001 - January 2005
Bank of America 1992 - 2001
Skills
Corporate Finance, Investment Advisory, Asset Managment, Equities, Capital Markets, Alternative Investments, Due Diligence, Retirement Planning, Financial Modeling, Fixed Income, Retirement, Investments, Microsoft Excel, Banking, Investment Strategies, Asset Management, Mergers & Acquisitions, Business Strategy, Finance, Financial Markets, Management, Wealth Management, Bonds, Asset Allocation, Private Equity, Sales, Investment Management, Hedge Funds, Securities, Risk Management, Portfolio Management, Institutional..., Financial Services, Mutual Funds, Financial Analysis, Trading, Series 7, Series 63
Education
University of Pennsylvania - The Wharton School 1975 — 1977
MBA, Transportation, Finance
Brown University 1965 — 1969
AB, French, Int'l Relations
Lloyd Investment Strategies, LLC February 2005 - Present
Dimensional Fund Advisors November 2001 - January 2005
Bank of America 1992 - 2001
Skills
Corporate Finance, Investment Advisory, Asset Managment, Equities, Capital Markets, Alternative Investments, Due Diligence, Retirement Planning, Financial Modeling, Fixed Income, Retirement, Investments, Microsoft Excel, Banking, Investment Strategies, Asset Management, Mergers & Acquisitions, Business Strategy, Finance, Financial Markets, Management, Wealth Management, Bonds, Asset Allocation, Private Equity, Sales, Investment Management, Hedge Funds, Securities, Risk Management, Portfolio Management, Institutional..., Financial Services, Mutual Funds, Financial Analysis, Trading, Series 7, Series 63
Education
University of Pennsylvania - The Wharton School 1975 — 1977
MBA, Transportation, Finance
Brown University 1965 — 1969
AB, French, Int'l Relations
Nadia Kurniawan's Dimensional Fund Advisors Experience July 2001 - April 2005
Job .. at PwC
Industry Accounting
Experience
PwC August 2009 - January 2011
California State University, Fullerton August 2007 - December 2009
Westfield July 2006 - May 2007
Dimensional Fund Advisors July 2001 - April 2005
Skills
Accounting, Financial Reporting, GAAP, Financial Accounting, Auditing, Microsoft Excel
Education
California State University-Fullerton - College of Business and Economics 2007 — 2009
M.S., Accountancy
University of California, Irvine
Bachelor of Arts (BA), Economics
PwC August 2009 - January 2011
California State University, Fullerton August 2007 - December 2009
Westfield July 2006 - May 2007
Dimensional Fund Advisors July 2001 - April 2005
Skills
Accounting, Financial Reporting, GAAP, Financial Accounting, Auditing, Microsoft Excel
Education
California State University-Fullerton - College of Business and Economics 2007 — 2009
M.S., Accountancy
University of California, Irvine
Bachelor of Arts (BA), Economics
Lisa Pettett's Dimensional Fund Advisors Experience July 2009 - Present
Job Actress/Dancer/Executive Assistant
Industry Financial Services
Experience
Dimensional Fund Advisors July 2009 - Present
Actress/SAG-AFTRA/AEA 1985 - Present
Dimensional Fund Advisors September 2008 - July 2009
Dimensional Fund Advisors January 2004 - September 2008
J. Paul Getty Museum 2002 - 2003
Universal Studios Hollywood 1983 - 2001
Skills
Acting, Theatre, Entertainment, Dance, Teaching, Film, Creative Writing, Feature Films
Education
Ball State University 1977 — 1981
BS, theatre/psychology
Dimensional Fund Advisors July 2009 - Present
Actress/SAG-AFTRA/AEA 1985 - Present
Dimensional Fund Advisors September 2008 - July 2009
Dimensional Fund Advisors January 2004 - September 2008
J. Paul Getty Museum 2002 - 2003
Universal Studios Hollywood 1983 - 2001
Skills
Acting, Theatre, Entertainment, Dance, Teaching, Film, Creative Writing, Feature Films
Education
Ball State University 1977 — 1981
BS, theatre/psychology
Jessie Wei's Dimensional Fund Advisors Experience February 2010 - Present
Job Accountant at Dimensional Fund Advisors
Industry Accounting
Experience
Dimensional Fund Advisors February 2010 - Present
Daxen Inc. September 2007 - July 2008
Education
California State University-Fullerton 2006 — 2009
Master, Accounting
Dimensional Fund Advisors February 2010 - Present
Daxen Inc. September 2007 - July 2008
Education
California State University-Fullerton 2006 — 2009
Master, Accounting
Kandace Mallard's Dimensional Fund Advisors Experience September 2010 - August 2011
Job Sr. Backup System Administrator at The Collective Group, LLC
Industry Information Technology and Services
Experience
The Collective Group, LLC May 2012 - Present
CSIdentity August 2011 - March 2012
Dimensional Fund Advisors September 2010 - August 2011
Seton Family of Hospitals January 2010 - July 2010
City of Austin- Health and Human Services Commission October 2009 - January 2010
Nerds2Go May 2009 - September 2009
BBDO Detroit September 2008 - June 2009
Alma College January 2008 - May 2008
Skills
Active Directory, Troubleshooting, Printers, Computer Hardware, VPN, Mac OS X, Windows Server 2003, Windows Server 2008, Windows XP Professional, windows vista, windows 7, Windows 7, Windows Server, Networking, Servers, Windows XP, DNS, Hardware, OS X, Technical Support
Education
Alma College 2004 — 2008
Bachelor of Science, Biology; Chemistry
The Collective Group
The Collective Group, LLC May 2012 - Present
CSIdentity August 2011 - March 2012
Dimensional Fund Advisors September 2010 - August 2011
Seton Family of Hospitals January 2010 - July 2010
City of Austin- Health and Human Services Commission October 2009 - January 2010
Nerds2Go May 2009 - September 2009
BBDO Detroit September 2008 - June 2009
Alma College January 2008 - May 2008
Skills
Active Directory, Troubleshooting, Printers, Computer Hardware, VPN, Mac OS X, Windows Server 2003, Windows Server 2008, Windows XP Professional, windows vista, windows 7, Windows 7, Windows Server, Networking, Servers, Windows XP, DNS, Hardware, OS X, Technical Support
Education
Alma College 2004 — 2008
Bachelor of Science, Biology; Chemistry
The Collective Group
Isaac Valles's Dimensional Fund Advisors Experience March 2015 - June 2015
Job Retail Development Lead
Industry Computer Software
Experience
Commemorative Brands, Inc. June 2015 - Present
Dimensional Fund Advisors March 2015 - June 2015
Commemorative Brands, Inc. November 2013 - May 2015
Apriori Endeavors December 2011 - May 2015
Dexa Systems March 2013 - May 2014
Field Asset Services July 2013 - October 2013
National Western Life June 2012 - June 2013
NWP Services Corporation March 2008 - May 2012
BroadRamp 2008 - 2008
Scarab Consulting 2006 - 2008
Skills
C#, jQuery, Microsoft SQL Server, JavaScript, CSS, SQL, ASP.NET MVC, Visual Basic, C++, Java, Databases, ActionScript, Web Development, Web Services, TFS, C# 4.0, Android Development, iPhone, iPad, Objective-C, Tortoise SVN, REST, OData, WCF Services, Active Directory, NServiceBus, MSMQ, Amazon Web Services..., Amazon DynamoDb, Amazon Simple Work..., MySQL, MVC 5, Reactive Extensions..., Amazon S3, Amazon Simple Workflows, Atlassian JIRA, IIS, IBM AS/400, SSRS, Powershell
Education
Angelo State University 1998 — 2000
Computer Science
Commemorative Brands, Inc. June 2015 - Present
Dimensional Fund Advisors March 2015 - June 2015
Commemorative Brands, Inc. November 2013 - May 2015
Apriori Endeavors December 2011 - May 2015
Dexa Systems March 2013 - May 2014
Field Asset Services July 2013 - October 2013
National Western Life June 2012 - June 2013
NWP Services Corporation March 2008 - May 2012
BroadRamp 2008 - 2008
Scarab Consulting 2006 - 2008
Skills
C#, jQuery, Microsoft SQL Server, JavaScript, CSS, SQL, ASP.NET MVC, Visual Basic, C++, Java, Databases, ActionScript, Web Development, Web Services, TFS, C# 4.0, Android Development, iPhone, iPad, Objective-C, Tortoise SVN, REST, OData, WCF Services, Active Directory, NServiceBus, MSMQ, Amazon Web Services..., Amazon DynamoDb, Amazon Simple Work..., MySQL, MVC 5, Reactive Extensions..., Amazon S3, Amazon Simple Workflows, Atlassian JIRA, IIS, IBM AS/400, SSRS, Powershell
Education
Angelo State University 1998 — 2000
Computer Science
Daniel Essman, CFP®'s Dimensional Fund Advisors Experience January 2015 - Present
Job Regional Director at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors January 2014 - January 2015
Dimensional Fund Advisors June 2011 - December 2013
Skills
Equities, Asset Allocation, Finance, Financial Analysis, Customer Service, Series 7, Series 66
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor's Degree, Business; Finance
City University London 2010 — 2010
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors January 2014 - January 2015
Dimensional Fund Advisors June 2011 - December 2013
Skills
Equities, Asset Allocation, Finance, Financial Analysis, Customer Service, Series 7, Series 66
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor's Degree, Business; Finance
City University London 2010 — 2010
Tyson Slesnick's Dimensional Fund Advisors Experience October 2014 - Present
Job Analyst at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors October 2014 - Present
Cambridge Associates January 2013 - September 2014
Monitor Group April 2010 - January 2013
Skills
Management Consulting, PowerPoint, Team Leadership, Financial Modeling, Market Research, Valuation, Strategy, Business Strategy, Economics, Competitive Analysis, Data Analysis
Education
Boston University 2007 — 2010
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2007
Dimensional Fund Advisors October 2014 - Present
Cambridge Associates January 2013 - September 2014
Monitor Group April 2010 - January 2013
Skills
Management Consulting, PowerPoint, Team Leadership, Financial Modeling, Market Research, Valuation, Strategy, Business Strategy, Economics, Competitive Analysis, Data Analysis
Education
Boston University 2007 — 2010
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2007
Andy Millikin, CFP®, CIMA®'s Dimensional Fund Advisors Experience January 2014 - Present
Job Senior Associate at Dimensional Fund Advisors
Industry Financial Services
Lynn Cui's Dimensional Fund Advisors Experience January 2013 - March 2014
Job Financial Cost Accountant at Flextronics
Industry Accounting
Experience
Flextronics March 2014 - Present
Dimensional Fund Advisors January 2013 - March 2014
Dimensional Fund Advisors January 2011 - December 2012
Dimensional Fund Advisors December 2008 - December 2010
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Microsoft Office, Mutual Funds, Equities, Accounting, Accounts Payable, Process Improvement, Risk Management, SAP, Baan ERP, Microsoft Dynamics ERP, Internal Controls, Auditing, General Ledger
Education
Colorado Technical University 2004 — 2006
Master of Business Administration (M.B.A.), Accounting and Finance
Beijing Jiaotong University 1998 — 2002
Bachelor's Degree, Accounting and Finance
Flextronics March 2014 - Present
Dimensional Fund Advisors January 2013 - March 2014
Dimensional Fund Advisors January 2011 - December 2012
Dimensional Fund Advisors December 2008 - December 2010
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Microsoft Office, Mutual Funds, Equities, Accounting, Accounts Payable, Process Improvement, Risk Management, SAP, Baan ERP, Microsoft Dynamics ERP, Internal Controls, Auditing, General Ledger
Education
Colorado Technical University 2004 — 2006
Master of Business Administration (M.B.A.), Accounting and Finance
Beijing Jiaotong University 1998 — 2002
Bachelor's Degree, Accounting and Finance
Alessandro Filippi's Dimensional Fund Advisors Experience July 2015 - Present
Job Associate at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors July 2015 - Present
Education
Bryant University 2009 — 2013
Bachelor of Science (BS), International Business/Finance
Fudan University
21st Century China
Boston University - Metropolitan College
Independent Studies
Dimensional Fund Advisors July 2015 - Present
Education
Bryant University 2009 — 2013
Bachelor of Science (BS), International Business/Finance
Fudan University
21st Century China
Boston University - Metropolitan College
Independent Studies
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group