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
Angela Crabtree Angela Crabtree's Dimensional Fund Advisors Experience February 2007 - November 2010
Job Senior IT Specialist at IBM
Industry Information Technology and Services
Experience
IBM March 2013 - Present
Cricket Communications November 2010 - February 2013
Dimensional Fund Advisors February 2007 - November 2010
Dell Computer Corporation July 2005 - February 2007
A3 Technologies June 2004 - May 2005
Cerner Corporation July 2003 - June 2004
Skills
Software Development, SQL, Agile Methodologies, Integration, Java, XML, Software Engineering, Unix, C++, Linux, Microsoft SQL Server, Databases, C#, JavaScript, Requirements Analysis, Scrum, SDLC, Visio, Web Services, Database Design, SOA, Software Project..., Enterprise Architecture
Education
University of Iowa 1999 — 2003
BSE, Biomedical Engineering
IBM March 2013 - Present
Cricket Communications November 2010 - February 2013
Dimensional Fund Advisors February 2007 - November 2010
Dell Computer Corporation July 2005 - February 2007
A3 Technologies June 2004 - May 2005
Cerner Corporation July 2003 - June 2004
Skills
Software Development, SQL, Agile Methodologies, Integration, Java, XML, Software Engineering, Unix, C++, Linux, Microsoft SQL Server, Databases, C#, JavaScript, Requirements Analysis, Scrum, SDLC, Visio, Web Services, Database Design, SOA, Software Project..., Enterprise Architecture
Education
University of Iowa 1999 — 2003
BSE, Biomedical Engineering
Brian Han Brian Han's Dimensional Fund Advisors Experience May 2015 - Present
Job Summer Associate at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors May 2015 - Present
i2 Capital Group June 2014 - August 2014
UC Berkeley February 2013 - May 2014
UBS Wealth Management July 2013 - August 2013
USC Marshall School of Business March 2011 - June 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, PowerPoint, Management, Microsoft Office, Entrepreneurship, Research, Data Analysis, Public Speaking, Event Planning, Chinese
Education
UC Berkeley 2012 — 2016
Economics, Korean, Junior
Oxford Academy 2008 — 2012
Graduated
Dimensional Fund Advisors May 2015 - Present
i2 Capital Group June 2014 - August 2014
UC Berkeley February 2013 - May 2014
UBS Wealth Management July 2013 - August 2013
USC Marshall School of Business March 2011 - June 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, PowerPoint, Management, Microsoft Office, Entrepreneurship, Research, Data Analysis, Public Speaking, Event Planning, Chinese
Education
UC Berkeley 2012 — 2016
Economics, Korean, Junior
Oxford Academy 2008 — 2012
Graduated
Jeff Locke Jeff Locke's Dimensional Fund Advisors Experience January 2015 - March 2015
Job Professional Athlete at Minnesota Vikings Football, LLC
Industry Sports
Experience
Minnesota Vikings Football, LLC 2013 - Present
Chris Sailer Kicking May 2010 - Present
Dimensional Fund Advisors January 2015 - March 2015
National College Players Association June 2009 - December 2012
UCLA Football June 2008 - December 2012
California Bank & Trust June 2011 - August 2011
UCLA Athletic Dept.- Business and Finance Office June 2010 - August 2010
Skills
Sports, Sports Marketing, Athletics, Football, Social Media, Event Planning, Public Speaking, Event Management, Social Networking, Coaching, Strength Training, Leadership, Sponsorship, Public Relations, Microsoft Office, Management, Sports Management, Time Management, Research, Nonprofits
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Science (B.S.), Economics
Minnesota Vikings Football, LLC 2013 - Present
Chris Sailer Kicking May 2010 - Present
Dimensional Fund Advisors January 2015 - March 2015
National College Players Association June 2009 - December 2012
UCLA Football June 2008 - December 2012
California Bank & Trust June 2011 - August 2011
UCLA Athletic Dept.- Business and Finance Office June 2010 - August 2010
Skills
Sports, Sports Marketing, Athletics, Football, Social Media, Event Planning, Public Speaking, Event Management, Social Networking, Coaching, Strength Training, Leadership, Sponsorship, Public Relations, Microsoft Office, Management, Sports Management, Time Management, Research, Nonprofits
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Science (B.S.), Economics
Lei Lu Lei Lu's Dimensional Fund Advisors Experience April 2005 - May 2006
Job Head of IT at Ares Management
Industry Investment Management
Experience
Ares Management November 2011 - Present
Ares Management January 2008 - October 2011
Ares Management May 2006 - December 2007
Dimensional Fund Advisors April 2005 - May 2006
Broadridge Financial Solutions. September 2000 - March 2005
Skills
Management, Fixed Income, Equities, Outsourcing, Asset Management, Portfolio Management, Derivatives, Bloomberg, Enterprise Software, Databases, Hedge Funds, Business Analysis, Financial Services, Market Data
Education
University of California, Irvine - The Paul Merage School of Business 1998 — 2000
Master of Business Administration (MBA), Information Technology, Finance
University of International Business and Economics 1986 — 1990
Bachelor of Arts (BA), International Business Management
Ares Management November 2011 - Present
Ares Management January 2008 - October 2011
Ares Management May 2006 - December 2007
Dimensional Fund Advisors April 2005 - May 2006
Broadridge Financial Solutions. September 2000 - March 2005
Skills
Management, Fixed Income, Equities, Outsourcing, Asset Management, Portfolio Management, Derivatives, Bloomberg, Enterprise Software, Databases, Hedge Funds, Business Analysis, Financial Services, Market Data
Education
University of California, Irvine - The Paul Merage School of Business 1998 — 2000
Master of Business Administration (MBA), Information Technology, Finance
University of International Business and Economics 1986 — 1990
Bachelor of Arts (BA), International Business Management
Bryan Cerna Bryan Cerna's Dimensional Fund Advisors Experience June 2014 - Present
Job Accountant at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors June 2014 - Present
Southwest Key Programs February 2014 - June 2014
Austin Ridge Bible Church January 2014 - February 2014
Dimensional Fund Advisors September 2011 - September 2013
Bartlein & Co., Inc. August 2009 - July 2011
Skills
Account Reconciliation, Accounts Payable, Microsoft Dynamics, Microsoft Office, Concur, Bilingual-English/Spanis..., Bill.com
Education
University of California, Santa Barbara 2006 — 2009
B.A., Business Economics, emphasis in accounting
Dimensional Fund Advisors June 2014 - Present
Southwest Key Programs February 2014 - June 2014
Austin Ridge Bible Church January 2014 - February 2014
Dimensional Fund Advisors September 2011 - September 2013
Bartlein & Co., Inc. August 2009 - July 2011
Skills
Account Reconciliation, Accounts Payable, Microsoft Dynamics, Microsoft Office, Concur, Bilingual-English/Spanis..., Bill.com
Education
University of California, Santa Barbara 2006 — 2009
B.A., Business Economics, emphasis in accounting
Brandon Deere Brandon Deere's Dimensional Fund Advisors Experience May 2013 - August 2013
Job Software Developer at StartEngine
Industry Computer Software
Experience
StartEngine May 2015 - August 2015
Dimensional Fund Advisors May 2013 - August 2013
Prudential CA Realty June 2011 - July 2011
Penn State University July 2010 - August 2010
Skills
C++, Java, C, Xcode, HTML, JavaScript, Algorithms, CSS, Linux, Swift, PHP, Bootstrap, Ruby, Ruby on Rails, Python, Computer Hardware, SASS, MongoDB, User Interface, Photoshop, Vector Calculus, Multivariable Calculus, Mathematical Statistics, Statistics, Marketing Strategy, Investment Banking, Crowdfunding, Investment Advisory, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Data Analysis, Event Planning, Social Media Marketing, Customer Service, Facebook, Social Networking, Leadership, Marketing, Finance, Entrepreneurship
Education
University of Michigan 2012 — 2016
Bachelor of Science (B.S.), Computer Science
Harvard-Westlake School 2008 — 2012
High School
StartEngine May 2015 - August 2015
Dimensional Fund Advisors May 2013 - August 2013
Prudential CA Realty June 2011 - July 2011
Penn State University July 2010 - August 2010
Skills
C++, Java, C, Xcode, HTML, JavaScript, Algorithms, CSS, Linux, Swift, PHP, Bootstrap, Ruby, Ruby on Rails, Python, Computer Hardware, SASS, MongoDB, User Interface, Photoshop, Vector Calculus, Multivariable Calculus, Mathematical Statistics, Statistics, Marketing Strategy, Investment Banking, Crowdfunding, Investment Advisory, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Data Analysis, Event Planning, Social Media Marketing, Customer Service, Facebook, Social Networking, Leadership, Marketing, Finance, Entrepreneurship
Education
University of Michigan 2012 — 2016
Bachelor of Science (B.S.), Computer Science
Harvard-Westlake School 2008 — 2012
High School
Karen Wei Karen Wei's Dimensional Fund Advisors Experience August 2013 - Present
Job Analyst at Dimensional Fund Advisors
Industry
Experience
Dimensional Fund Advisors August 2013 - Present
Marisa Tellez Lab May 2013 - June 2013
Marvel Studios June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg, PowerPoint, Social Media, SQL
Education
University of California, Los Angeles 2011 — 2013
Bachelor of Science (B.S.), Biology
University of California, Irvine 2009 — 2011
Dimensional Fund Advisors August 2013 - Present
Marisa Tellez Lab May 2013 - June 2013
Marvel Studios June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg, PowerPoint, Social Media, SQL
Education
University of California, Los Angeles 2011 — 2013
Bachelor of Science (B.S.), Biology
University of California, Irvine 2009 — 2011
Abbot Sim Abbot Sim's Dimensional Fund Advisors Experience May 2014 - August 2014
Job Professional with Experience in Data Analysis, Finance, and Strategy
Industry Information Technology and Services
Experience
Cisco November 2014 - May 2015
Dimensional Fund Advisors May 2014 - August 2014
Fuisz Media January 2014 - May 2014
Toyota Motor Sales March 2012 - July 2013
Toyota Financial Services October 2010 - March 2012
Recon Research Corporation May 2009 - October 2010
Skills
Forecasting, Analysis, Data Analysis, Financial Analysis, Financial Modeling, Finance, Microsoft Excel, Cross-functional Team..., Valuation, Strategic Financial..., PowerPoint, Corporate Finance, Accounting, Financial Reporting, Due Diligence, Market Research, Investments, Risk Management, Research, Data Analytics, Financial Planning
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA), Strategy & Business Analytics
University of California, Berkeley 2005 — 2007
BA, Economics
Loyola High School 1999 — 2002
HS Diploma
Cisco November 2014 - May 2015
Dimensional Fund Advisors May 2014 - August 2014
Fuisz Media January 2014 - May 2014
Toyota Motor Sales March 2012 - July 2013
Toyota Financial Services October 2010 - March 2012
Recon Research Corporation May 2009 - October 2010
Skills
Forecasting, Analysis, Data Analysis, Financial Analysis, Financial Modeling, Finance, Microsoft Excel, Cross-functional Team..., Valuation, Strategic Financial..., PowerPoint, Corporate Finance, Accounting, Financial Reporting, Due Diligence, Market Research, Investments, Risk Management, Research, Data Analytics, Financial Planning
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA), Strategy & Business Analytics
University of California, Berkeley 2005 — 2007
BA, Economics
Loyola High School 1999 — 2002
HS Diploma
Annie Wang Annie Wang's Dimensional Fund Advisors Experience November 2004 - February 2006
Job Associate at UBS
Industry Financial Services
Experience
UBS Investment Bank July 2013 - Present
UBS Investment Bank June 2012 - August 2012
Loughlin Meghji + Company March 2008 - May 2011
Deloitte March 2006 - February 2008
Dimensional Fund Advisors November 2004 - February 2006
Skills
Valuation, Financial Modeling, Corporate Finance, Capital Markets, Investment Banking, Due Diligence, Financial Analysis, Bloomberg
Education
NYU Stern School of Business 2011 — 2013
MBA
University of California, Irvine 2001 — 2004
BS, Economics
UBS Investment Bank July 2013 - Present
UBS Investment Bank June 2012 - August 2012
Loughlin Meghji + Company March 2008 - May 2011
Deloitte March 2006 - February 2008
Dimensional Fund Advisors November 2004 - February 2006
Skills
Valuation, Financial Modeling, Corporate Finance, Capital Markets, Investment Banking, Due Diligence, Financial Analysis, Bloomberg
Education
NYU Stern School of Business 2011 — 2013
MBA
University of California, Irvine 2001 — 2004
BS, Economics
Matthew McCreary Matthew McCreary's Dimensional Fund Advisors Experience June 2015 - Present
Job Financial Advisor Services at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors June 2015 - Present
KPMG October 2009 - June 2015
Education
University of New Hampshire 2008 — 2009
Masters of Science, Accounting
University of New Hampshire 2004 — 2008
Bachelor of Science, Business Administration: Accounting
Dimensional Fund Advisors June 2015 - Present
KPMG October 2009 - June 2015
Education
University of New Hampshire 2008 — 2009
Masters of Science, Accounting
University of New Hampshire 2004 — 2008
Bachelor of Science, Business Administration: Accounting
Blake Anderson Blake Anderson's Dimensional Fund Advisors Experience July 2012 - Present
Job Associate at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors July 2012 - Present
Carlson Funds Enterprise March 2011 - May 2012
Parametric Clifton June 2011 - September 2011
Education
University of Minnesota - Carlson School of Management 2010 — 2012
Bachelor of Science (B.S.), Finance
Dimensional Fund Advisors July 2012 - Present
Carlson Funds Enterprise March 2011 - May 2012
Parametric Clifton June 2011 - September 2011
Education
University of Minnesota - Carlson School of Management 2010 — 2012
Bachelor of Science (B.S.), Finance
Casey Wilson's Dimensional Fund Advisors Experience October 2013 - February 2014
Job Talent Acquisition Specialist
Industry Human Resources
Experience
BuildASign.com April 2015 - Present
BuildASign.com December 2014 - April 2015
BuildASign.com April 2014 - December 2014
Dimensional Fund Advisors October 2013 - February 2014
Shell May 2012 - October 2013
Guggenheim Museum June 2011 - August 2011
Museum of Fine Arts, Houston June 2010 - August 2010
Gayle's Hallmark Shop 2004 - 2007
Skills
Art History, Art, Human Resources, Outlook, Research, Microsoft Excel, History, Microsoft Word, Interviews, Applicant Tracking..., Customer Service, Recruiting, Social Media, Training
Education
University of North Texas 2009 — 2011
Masters, Art History
University of Houston 2007 — 2009
Bachelor of Arts, History
BuildASign.com April 2015 - Present
BuildASign.com December 2014 - April 2015
BuildASign.com April 2014 - December 2014
Dimensional Fund Advisors October 2013 - February 2014
Shell May 2012 - October 2013
Guggenheim Museum June 2011 - August 2011
Museum of Fine Arts, Houston June 2010 - August 2010
Gayle's Hallmark Shop 2004 - 2007
Skills
Art History, Art, Human Resources, Outlook, Research, Microsoft Excel, History, Microsoft Word, Interviews, Applicant Tracking..., Customer Service, Recruiting, Social Media, Training
Education
University of North Texas 2009 — 2011
Masters, Art History
University of Houston 2007 — 2009
Bachelor of Arts, History
Doug Strott Doug Strott's Dimensional Fund Advisors Experience 2007 - 2011
Job Experienced Mutual Fund and Bank Wealth Management Professional
Industry Investment Management
Experience
Dimensional Fund Advisors 2007 - 2011
Union Federal Bank 2003 - 2007
American Express 2002 - 2003
Bear Stearns Asset Management 2000 - 2002
Bank One Investment Advisors 1995 - 2000
Skills
Series 65, Wealth Management, Planning, Investments, Securities, Asset Management, Portfolio Management, Retirement Planning, Financial Planning, Mutual Funds, Credit, Loans, Customer Relations, Institutional, Asset Allocation, Risk Management, Banking, Mergers, Financial Analysis, Estate Planning, Financial Reporting, Due Diligence, Investment Advisory, 401k, Strategic Planning, Insurance, Budgeting, Compliance, Negotiation, Team Building, Asset Managment, Mergers & Acquisitions, Customer Service, ETFs, Separately Managed..., Investment Strategies, Investment Management, Life Insurance, Fixed Annuities, Alternative Investments, Wealth Management..., Equities, Financial Services, Fixed Income, Private Banking, Series 7
Education
University of Pittsburgh 1983 — 1987
BA, Finance/International Studies
Dimensional Fund Advisors 2007 - 2011
Union Federal Bank 2003 - 2007
American Express 2002 - 2003
Bear Stearns Asset Management 2000 - 2002
Bank One Investment Advisors 1995 - 2000
Skills
Series 65, Wealth Management, Planning, Investments, Securities, Asset Management, Portfolio Management, Retirement Planning, Financial Planning, Mutual Funds, Credit, Loans, Customer Relations, Institutional, Asset Allocation, Risk Management, Banking, Mergers, Financial Analysis, Estate Planning, Financial Reporting, Due Diligence, Investment Advisory, 401k, Strategic Planning, Insurance, Budgeting, Compliance, Negotiation, Team Building, Asset Managment, Mergers & Acquisitions, Customer Service, ETFs, Separately Managed..., Investment Strategies, Investment Management, Life Insurance, Fixed Annuities, Alternative Investments, Wealth Management..., Equities, Financial Services, Fixed Income, Private Banking, Series 7
Education
University of Pittsburgh 1983 — 1987
BA, Finance/International Studies
Andrea Isasi's Dimensional Fund Advisors Experience April 2006 - January 2007
Job Production Coordinator at Mattel
Industry Consumer Goods
Experience
Mattel December 2012 - Present
Digital Domain Productions, Inc. July 2010 - November 2012
Urbandig 2011 - 2011
Digital Domain January 2007 - July 2010
Screen Actors Guild January 2010 - January 2010
Dimensional Fund Advisors April 2006 - January 2007
Skills
FileMaker, Production Managment, Photoshop, Social Media, Final Cut Pro, Employee Relations, Post Production, Microsoft Office, Google Apps, Google Analytics, Twitter, Tumblr, Custom Facebook Pages, Facebook, Technical Writing, Copywriting, Training, Wordpress, Blogger, HTML, Apple Aperture, Digital Photography, Confluence, Drupal, Pinterest, Writing, Film Production, WordPress, Production Management, Film, Management
Education
UCLA 2001 — 2005
Bachelor of Arts (B.A.), English and Pyschology
Mattel December 2012 - Present
Digital Domain Productions, Inc. July 2010 - November 2012
Urbandig 2011 - 2011
Digital Domain January 2007 - July 2010
Screen Actors Guild January 2010 - January 2010
Dimensional Fund Advisors April 2006 - January 2007
Skills
FileMaker, Production Managment, Photoshop, Social Media, Final Cut Pro, Employee Relations, Post Production, Microsoft Office, Google Apps, Google Analytics, Twitter, Tumblr, Custom Facebook Pages, Facebook, Technical Writing, Copywriting, Training, Wordpress, Blogger, HTML, Apple Aperture, Digital Photography, Confluence, Drupal, Pinterest, Writing, Film Production, WordPress, Production Management, Film, Management
Education
UCLA 2001 — 2005
Bachelor of Arts (B.A.), English and Pyschology
Park Lipp Park Lipp's Dimensional Fund Advisors Experience February 2015 - Present
Job Institutional Client Services, Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors February 2015 - Present
Holloway Wellness June 2013 - January 2015
KB Home April 2012 - May 2013
CBS Television Studios November 2011 - February 2012
IGS Energy September 2010 - December 2011
Flyer Enterprises August 2007 - May 2010
Skills
Marketing, Digital Marketing, Sales, Customer Service, Social Media Marketing, Social Media, Team Building, Event Planning, Public Speaking, Inventory Management, Management, Retail, Social Networking, E-commerce, Email Marketing, Marketing Research, Marketing Strategy, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Data Analysis, Account Management, Advertising, Volleyball, Web Analytics, Online Video Marketing, Television Programming
Education
University of Dayton 2006 — 2010
Bachelor of Science, Marketing
University of Dayton 2006 — 2010
Bachelor of Science (BS), Marketing
Dimensional Fund Advisors February 2015 - Present
Holloway Wellness June 2013 - January 2015
KB Home April 2012 - May 2013
CBS Television Studios November 2011 - February 2012
IGS Energy September 2010 - December 2011
Flyer Enterprises August 2007 - May 2010
Skills
Marketing, Digital Marketing, Sales, Customer Service, Social Media Marketing, Social Media, Team Building, Event Planning, Public Speaking, Inventory Management, Management, Retail, Social Networking, E-commerce, Email Marketing, Marketing Research, Marketing Strategy, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Data Analysis, Account Management, Advertising, Volleyball, Web Analytics, Online Video Marketing, Television Programming
Education
University of Dayton 2006 — 2010
Bachelor of Science, Marketing
University of Dayton 2006 — 2010
Bachelor of Science (BS), Marketing
Rebecca Bilek-Chee Rebecca Bilek-Chee's Dimensional Fund Advisors Experience June 2015 - September 2015
Job MBA Intern Senior Associate, Financial Advisor Services at Dimensional Fund Advisors
Industry Investment Management
Experience
UCLA Anderson School of Management August 2014 - Present
Dimensional Fund Advisors June 2015 - September 2015
Davide Leone & Partners Investment Co. LLP August 2011 - April 2014
Empowered Systems Ltd October 2010 - August 2011
Ed Victor Ltd June 2008 - October 2010
Skills
Hedge Funds, Investments, Investment Management..., Investment Compliance, Compliance, Investor Relations, Investor Relations..., Asset Management, Alternative Investments, Bloomberg, Equities, Emerging Markets, Risk Management, Investment Strategies, Investment Management, Fund Of Funds, Equity Trading, Financial Markets, Finance, Investment Banking, Financial Modeling
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA), Finance
University of Leeds 2005 — 2008
BA with Hons, Economics
Godolphin & Latymer School for Girls 1998 — 2005
UCLA Anderson School of Management August 2014 - Present
Dimensional Fund Advisors June 2015 - September 2015
Davide Leone & Partners Investment Co. LLP August 2011 - April 2014
Empowered Systems Ltd October 2010 - August 2011
Ed Victor Ltd June 2008 - October 2010
Skills
Hedge Funds, Investments, Investment Management..., Investment Compliance, Compliance, Investor Relations, Investor Relations..., Asset Management, Alternative Investments, Bloomberg, Equities, Emerging Markets, Risk Management, Investment Strategies, Investment Management, Fund Of Funds, Equity Trading, Financial Markets, Finance, Investment Banking, Financial Modeling
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA), Finance
University of Leeds 2005 — 2008
BA with Hons, Economics
Godolphin & Latymer School for Girls 1998 — 2005
Joe Riggio Jr. Joe Riggio Jr.'s Dimensional Fund Advisors Experience January 2014 - Present
Job Senior Associate at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors January 2014 - Present
Dimensional Fund Advisors January 2012 - December 2013
Luminous Capital, LLC December 2009 - January 2012
Bank of America Merrill Lynch June 2007 - September 2008
Skills
Entrepreneurship, Portfolio Management, Social Media Marketing, Financial Modeling, Asset Managment, Asset Management, Bloomberg, Investments, Finance, Microsoft Excel, Business Development, Asset Allocation, Alternative Investments, Sales, Internet Surfing, Leadership, Marketing
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts, Business Economics
Dimensional Fund Advisors January 2014 - Present
Dimensional Fund Advisors January 2012 - December 2013
Luminous Capital, LLC December 2009 - January 2012
Bank of America Merrill Lynch June 2007 - September 2008
Skills
Entrepreneurship, Portfolio Management, Social Media Marketing, Financial Modeling, Asset Managment, Asset Management, Bloomberg, Investments, Finance, Microsoft Excel, Business Development, Asset Allocation, Alternative Investments, Sales, Internet Surfing, Leadership, Marketing
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts, Business Economics
Michael Kiel Michael Kiel's Dimensional Fund Advisors Experience May 2011 - August 2011
Job Regulatory Planning & Analysis Specialist at Prudential Financial
Industry Financial Services
Experience
Prudential Financial September 2014 - Present
Scouler & Company May 2012 - August 2012
University of Notre Dame December 2011 - May 2012
Dimensional Fund Advisors May 2011 - August 2011
Legal Aid & Defender Association of Detroit May 2010 - July 2010
TCF Bank February 2009 - August 2009
University of Michigan-Dearborn Bowling Team October 2004 - April 2008
Skills
Consulting, Corporate Finance, Corporate Law, Investments, Investment Advisory..., Bankruptcy, Business Restructures, Economics, Econometrics, Political Science, Fundraising, Business Valuation, DCF Valuation, Valuation Modeling
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Master of Business Administration (MBA)
University of Notre Dame Law School 2009 — 2013
Doctor of Law (JD)
University of Michigan-Dearborn 2003 — 2008
Bachelor of Arts (B.A.)
University of Michigan-Dearborn 2003 — 2008
Bachelor of Business Administration (BBA)
Prudential Financial September 2014 - Present
Scouler & Company May 2012 - August 2012
University of Notre Dame December 2011 - May 2012
Dimensional Fund Advisors May 2011 - August 2011
Legal Aid & Defender Association of Detroit May 2010 - July 2010
TCF Bank February 2009 - August 2009
University of Michigan-Dearborn Bowling Team October 2004 - April 2008
Skills
Consulting, Corporate Finance, Corporate Law, Investments, Investment Advisory..., Bankruptcy, Business Restructures, Economics, Econometrics, Political Science, Fundraising, Business Valuation, DCF Valuation, Valuation Modeling
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Master of Business Administration (MBA)
University of Notre Dame Law School 2009 — 2013
Doctor of Law (JD)
University of Michigan-Dearborn 2003 — 2008
Bachelor of Arts (B.A.)
University of Michigan-Dearborn 2003 — 2008
Bachelor of Business Administration (BBA)
Kyle Lunde's Dimensional Fund Advisors Experience January 2015 - Present
Job Regional Director at Dimensional Fund Advisors
Industry Capital Markets
Experience
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors September 2012 - January 2015
U.S. Bancorp, Corporate Banking October 2010 - July 2012
U.S. Bancorp, Corporate Trust November 2006 - October 2010
U.S. Bancorp, Corporate Trust December 2004 - November 2006
Salomon Smith Barney 2002 - 2002
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Capital Markets, Portfolio Management, Cash Flow, Contract Negotiation, Mergers, Acquisitions, Asset Management, Analysis, Finance, Investments, Mergers, Risk Management, Management, Equities
Education
University of Washington, Michael G. Foster School of Business 2010 — 2012
Master of Business Administration, Finance
University of Puget Sound 2000 — 2004
Bachelor of Arts, Business Administration
University of Puget Sound 2000 — 2004
Bachelor of Arts, Economics
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors September 2012 - January 2015
U.S. Bancorp, Corporate Banking October 2010 - July 2012
U.S. Bancorp, Corporate Trust November 2006 - October 2010
U.S. Bancorp, Corporate Trust December 2004 - November 2006
Salomon Smith Barney 2002 - 2002
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Capital Markets, Portfolio Management, Cash Flow, Contract Negotiation, Mergers, Acquisitions, Asset Management, Analysis, Finance, Investments, Mergers, Risk Management, Management, Equities
Education
University of Washington, Michael G. Foster School of Business 2010 — 2012
Master of Business Administration, Finance
University of Puget Sound 2000 — 2004
Bachelor of Arts, Business Administration
University of Puget Sound 2000 — 2004
Bachelor of Arts, Economics
Cassidy Morris's Dimensional Fund Advisors Experience 2008 - 2008
Job Product Manager, Feed Ads at Facebook & CoFounder of Ziguana.com
Industry Computer Software
Experience
Facebook December 2014 - Present
Facebook February 2014 - November 2014
Facebook March 2013 - March 2014
Pearl.com April 2012 - March 2013
JustAnswer July 2011 - April 2012
JustAnswer July 2009 - August 2011
Twist & Twirl Consulting 2009 - 2009
Dimensional Fund Advisors 2008 - 2008
UC Berkeley 2008 - 2008
UC Berkeley 2006 - 2008
Skills
Conversion Optimization, PPC, SEM, Online Advertising, Web Analytics, Online Marketing, Google Analytics, HTML, Data Analysis, CSS, JavaScript, SQL, Web Development, Excel, PHP, MySQL, SEO, Google Adwords, Microsoft Excel, Statistics, Analytics, Affiliate Marketing, Facebook Marketing, Business Intelligence
Education
University of California, Berkeley 2005 — 2009
BA, Statistics and Economics, 3.85
Facebook December 2014 - Present
Facebook February 2014 - November 2014
Facebook March 2013 - March 2014
Pearl.com April 2012 - March 2013
JustAnswer July 2011 - April 2012
JustAnswer July 2009 - August 2011
Twist & Twirl Consulting 2009 - 2009
Dimensional Fund Advisors 2008 - 2008
UC Berkeley 2008 - 2008
UC Berkeley 2006 - 2008
Skills
Conversion Optimization, PPC, SEM, Online Advertising, Web Analytics, Online Marketing, Google Analytics, HTML, Data Analysis, CSS, JavaScript, SQL, Web Development, Excel, PHP, MySQL, SEO, Google Adwords, Microsoft Excel, Statistics, Analytics, Affiliate Marketing, Facebook Marketing, Business Intelligence
Education
University of California, Berkeley 2005 — 2009
BA, Statistics and Economics, 3.85
Carmen Palafox Carmen Palafox's Dimensional Fund Advisors Experience June 2006 - September 2011
Job Strategic Management Consultant
Industry Investment Management
Experience
Propina November 2012 - Present
Dimensional Fund Advisors June 2006 - September 2011
Dimensional Fund Advisors March 2000 - June 2006
Dimensional Fund Advisors March 1998 - February 2000
Dimensional Fund Advisors May 1996 - February 1998
Skills
Relationship Building, Process Improvement, Team Leadership, Budgeting, Strategic Planning, Budgets, Leadership, Investments, Management, Mutual Funds, Financial Analysis, Internal Controls, Executive Management, Financial Risk, Auditing
Education
Haas School of Business, UC Berkeley 2012 — 2014
Master of Business Administration (MBA)
NSHMBA Scholar
University of San Francisco
MA, Sports Management
University of Southern California
BA, Economics, International Relations
Propina November 2012 - Present
Dimensional Fund Advisors June 2006 - September 2011
Dimensional Fund Advisors March 2000 - June 2006
Dimensional Fund Advisors March 1998 - February 2000
Dimensional Fund Advisors May 1996 - February 1998
Skills
Relationship Building, Process Improvement, Team Leadership, Budgeting, Strategic Planning, Budgets, Leadership, Investments, Management, Mutual Funds, Financial Analysis, Internal Controls, Executive Management, Financial Risk, Auditing
Education
Haas School of Business, UC Berkeley 2012 — 2014
Master of Business Administration (MBA)
NSHMBA Scholar
University of San Francisco
MA, Sports Management
University of Southern California
BA, Economics, International Relations
Richard Zhang's Dimensional Fund Advisors Experience April 2014 - December 2014
Job Portfolio Analyst at Mellon Capital Management
Industry Investment Management
Experience
Mellon Capital December 2014 - Present
Dimensional Fund Advisors April 2014 - December 2014
Mellon Capital June 2013 - August 2013
Goldman Sachs June 2012 - August 2012
LinkedIn March 2012 - June 2012
UBS Wealth Management February 2011 - May 2011
Skills
Java, SQL, XML, MySQL, Bloomberg, Microsoft SQL Server, VBA, Python, C#, Investment Management, Matlab, Portfolio Management, Quantitative Investing
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (BA), Computer Science
Mellon Capital December 2014 - Present
Dimensional Fund Advisors April 2014 - December 2014
Mellon Capital June 2013 - August 2013
Goldman Sachs June 2012 - August 2012
LinkedIn March 2012 - June 2012
UBS Wealth Management February 2011 - May 2011
Skills
Java, SQL, XML, MySQL, Bloomberg, Microsoft SQL Server, VBA, Python, C#, Investment Management, Matlab, Portfolio Management, Quantitative Investing
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (BA), Computer Science
Pratika Iyer Pratika Iyer's Dimensional Fund Advisors Experience August 2015 - Present
Job Associate, Dimensional Fund Advisors
Industry Higher Education
Experience
Dimensional Fund Advisors August 2015 - Present
Dimensional Fund Advisors May 2014 - August 2014
Hilton Funeral Supply June 2013 - February 2014
Skills
InDesign, Photoshop, Illustrator, Microsoft Excel, PowerPoint, Graphic Design, Cake Decorating, Digital Marketing, Advertising, Baby Blessings, Catalogs, Cold Calling, Leadership, Microsoft Office, Felonies, Wheels, Interpersonal..., Third Party..., Interpersonal Skills, Interpersonal Leadership, Animal Welfare, Interpersonal...
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Marketing
University of Michigan - College of Literature, Science, and the Arts
Minor in Economics
Dimensional Fund Advisors August 2015 - Present
Dimensional Fund Advisors May 2014 - August 2014
Hilton Funeral Supply June 2013 - February 2014
Skills
InDesign, Photoshop, Illustrator, Microsoft Excel, PowerPoint, Graphic Design, Cake Decorating, Digital Marketing, Advertising, Baby Blessings, Catalogs, Cold Calling, Leadership, Microsoft Office, Felonies, Wheels, Interpersonal..., Third Party..., Interpersonal Skills, Interpersonal Leadership, Animal Welfare, Interpersonal...
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Marketing
University of Michigan - College of Literature, Science, and the Arts
Minor in Economics
Justin Yost Justin Yost's Dimensional Fund Advisors Experience June 2007 - Present
Job Regional Director at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors June 2007 - Present
USAA December 2006 - June 2007
First Data January 2006 - December 2006
Scottrade March 2005 - December 2005
Lipper, A Thomson Reuters Company June 2004 - March 2005
Education
University of Denver
Finance
Dimensional Fund Advisors June 2007 - Present
USAA December 2006 - June 2007
First Data January 2006 - December 2006
Scottrade March 2005 - December 2005
Lipper, A Thomson Reuters Company June 2004 - March 2005
Education
University of Denver
Finance
Elena Callaway Elena Callaway's Dimensional Fund Advisors Experience January 2015 - Present
Job Senior Associate at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors July 2012 - Present
Apple Inc May 2011 - August 2011
UBS Financial Services June 2009 - July 2010
Education
University of Southern California - Marshall School of Business 2008 — 2012
Bachelor of Science, Business Administration, Finance
University of Southern California 2008 — 2012
Bachelor of Arts, Spanish
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors July 2012 - Present
Apple Inc May 2011 - August 2011
UBS Financial Services June 2009 - July 2010
Education
University of Southern California - Marshall School of Business 2008 — 2012
Bachelor of Science, Business Administration, Finance
University of Southern California 2008 — 2012
Bachelor of Arts, Spanish
Joanne (Chuang) Owyang Joanne (Chuang) Owyang's Dimensional Fund Advisors Experience 1998 - 2000
Job CFO at TechSpace Inc.
Industry Real Estate
Experience
TechSpace Inc. January 2000 - Present
Dimensional Fund Advisors 1998 - 2000
Skills
Real Estate, Mergers & Acquisitions, Strategic Planning, Microsoft Excel, Property Management, Investments, Business Development, Customer Service, Due Diligence, Negotiation, Financial Analysis, Start-ups, Finance, New Business Development, Entrepreneurship, Contract Negotiation, Sales, Management, Marketing
Education
University of California, San Diego 1994 — 1998
TechSpace Inc. January 2000 - Present
Dimensional Fund Advisors 1998 - 2000
Skills
Real Estate, Mergers & Acquisitions, Strategic Planning, Microsoft Excel, Property Management, Investments, Business Development, Customer Service, Due Diligence, Negotiation, Financial Analysis, Start-ups, Finance, New Business Development, Entrepreneurship, Contract Negotiation, Sales, Management, Marketing
Education
University of California, San Diego 1994 — 1998
Alex Yaftali, CFA Alex Yaftali, CFA's Dimensional Fund Advisors Experience January 2012 - February 2015
Job Partner at Monograph Wealth Advisors, LLC
Industry Investment Management
Experience
Monograph Wealth Advisors, LLC February 2015 - Present
Dimensional Fund Advisors January 2012 - February 2015
Dimensional Fund Advisors January 2008 - December 2011
Dimensional Fund Advisors June 2004 - December 2007
Skills
Equities, Portfolio Management, Trading, Mutual Funds, Investments, FX Options, Analysis, Asset Management, Emerging Markets, Fixed Income, Bloomberg, Financial Modeling
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2013
Master of Business Administration (MBA)
University of California, Los Angeles 2002 — 2004
Bachelor of Science, Mathematics/Economics with Specialization in Computing
University of California, Santa Barbara 2000 — 2002
Monograph Wealth Advisors, LLC February 2015 - Present
Dimensional Fund Advisors January 2012 - February 2015
Dimensional Fund Advisors January 2008 - December 2011
Dimensional Fund Advisors June 2004 - December 2007
Skills
Equities, Portfolio Management, Trading, Mutual Funds, Investments, FX Options, Analysis, Asset Management, Emerging Markets, Fixed Income, Bloomberg, Financial Modeling
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2013
Master of Business Administration (MBA)
University of California, Los Angeles 2002 — 2004
Bachelor of Science, Mathematics/Economics with Specialization in Computing
University of California, Santa Barbara 2000 — 2002
Faith Yando's Dimensional Fund Advisors Experience October 2011 - November 2013
Job Director, Global Public Relations and Communications at Indeed
Industry Public Relations and Communications
Experience
The University of Texas at Austin October 2014 - Present
Indeed.com September 2014 - Present
Y&S Enterprises, LLC January 2014 - August 2014
Dimensional Fund Advisors October 2011 - November 2013
Natixis Global Asset Management February 2008 - August 2011
Bank of America June 2007 - February 2008
Compton Consulting Group February 2005 - May 2007
Concord Litho Group 2004 - 2005
MassDevelopment May 2002 - August 2003
Skills
Crisis Communications, Marketing Communications, Media Relations, Internal Communications, Public Relations, Strategic Communications, Strategic Planning, Advertising, Corporate Communications, Financial Services, Investor Relations, Management, Strategy, Press Releases, Team Building, Portfolio Management, Leadership, Social Media
Education
University of Rochester
The University of Texas at Austin October 2014 - Present
Indeed.com September 2014 - Present
Y&S Enterprises, LLC January 2014 - August 2014
Dimensional Fund Advisors October 2011 - November 2013
Natixis Global Asset Management February 2008 - August 2011
Bank of America June 2007 - February 2008
Compton Consulting Group February 2005 - May 2007
Concord Litho Group 2004 - 2005
MassDevelopment May 2002 - August 2003
Skills
Crisis Communications, Marketing Communications, Media Relations, Internal Communications, Public Relations, Strategic Communications, Strategic Planning, Advertising, Corporate Communications, Financial Services, Investor Relations, Management, Strategy, Press Releases, Team Building, Portfolio Management, Leadership, Social Media
Education
University of Rochester
Hecky Powell's Dimensional Fund Advisors Experience June 2015 - Present
Job Associate at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors June 2015 - Present
LPL Financial January 2014 - June 2015
LPL Financial March 2012 - January 2014
LPL Financial September 2010 - March 2012
First Bank and Trust April 2010 - September 2010
Skills
Business Strategy, Financial Analysis, Forecasting, Financial Modeling, Analysis, Customer Service, Budgets, Finance, Investments, Business Development, Variance Analysis, Process Improvement, Accounting, Microsoft Excel, Access Database, PowerPoint, Microsoft Office, Sales, Team Building, Banking, Data Analysis, Regression Analysis, SQL, VBA, Product Development, Product Management
Education
University of Michigan
B.A., Economics and History
Dimensional Fund Advisors June 2015 - Present
LPL Financial January 2014 - June 2015
LPL Financial March 2012 - January 2014
LPL Financial September 2010 - March 2012
First Bank and Trust April 2010 - September 2010
Skills
Business Strategy, Financial Analysis, Forecasting, Financial Modeling, Analysis, Customer Service, Budgets, Finance, Investments, Business Development, Variance Analysis, Process Improvement, Accounting, Microsoft Excel, Access Database, PowerPoint, Microsoft Office, Sales, Team Building, Banking, Data Analysis, Regression Analysis, SQL, VBA, Product Development, Product Management
Education
University of Michigan
B.A., Economics and History
Bryan McClune, CFA Bryan McClune, CFA'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 December 2006 - Present
United States Marine Corps May 1998 - December 2006
Skills
Asset Allocation, Retirement Planning, Wealth Management, Asset Managment, Investment Advisory, Investment Strategies, Investments, Securities, Financial Advisory, Hedge Funds, Mutual Funds, Fixed Income, Series 7, Equities, Retirement, Portfolio Management, Alternative Investments, 401k, Asset Management, Strategic Financial..., Series 63, Estate Planning, Investment Management, Bloomberg, Financial Services, Due Diligence, Wealth Management..., ETFs, Uniform Combined State..., Capital Markets, Series 65, Series 24, Valuation, Trading, Private Equity, Bonds, Financial Markets, Equity Research
Education
University of Maryland - Robert H. Smith School of Business 1998 — 1998
MS, Finance
United States Naval Academy 1994 — 1998
BS, Economics
Cypress Creek 1991 — 1994
Dimensional Fund Advisors February 2014 - Present
Dimensional Fund Advisors December 2006 - Present
United States Marine Corps May 1998 - December 2006
Skills
Asset Allocation, Retirement Planning, Wealth Management, Asset Managment, Investment Advisory, Investment Strategies, Investments, Securities, Financial Advisory, Hedge Funds, Mutual Funds, Fixed Income, Series 7, Equities, Retirement, Portfolio Management, Alternative Investments, 401k, Asset Management, Strategic Financial..., Series 63, Estate Planning, Investment Management, Bloomberg, Financial Services, Due Diligence, Wealth Management..., ETFs, Uniform Combined State..., Capital Markets, Series 65, Series 24, Valuation, Trading, Private Equity, Bonds, Financial Markets, Equity Research
Education
University of Maryland - Robert H. Smith School of Business 1998 — 1998
MS, Finance
United States Naval Academy 1994 — 1998
BS, Economics
Cypress Creek 1991 — 1994
Massi De Santis Massi De Santis's Dimensional Fund Advisors Experience November 2012 - Present
Job Vice President at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors November 2012 - Present
NERA Economic Consulting May 2010 - November 2012
Cornerstone Research, Inc July 2008 - April 2010
Dartmouth College July 2005 - June 2008
University of California September 2000 - June 2005
University of Arizona August 1998 - December 1999
Skills
Valuation, Business Valuation, Derivatives, Structured Finance, Corporate Finance, Economics, Asset Pricing, Risk Modeling, Real Estate Investment, Real Estate Finance, Series 7, Series 63, Series 65
Education
University of California, Davis 2000 — 2005
Ph.D., Economics, Finance
University of Arizona 1998 — 1999
M.Sc., Applied Econometrics
Universita` della Tuscia 1991 — 1996
B.S., Agricultural Economics
Dimensional Fund Advisors November 2012 - Present
NERA Economic Consulting May 2010 - November 2012
Cornerstone Research, Inc July 2008 - April 2010
Dartmouth College July 2005 - June 2008
University of California September 2000 - June 2005
University of Arizona August 1998 - December 1999
Skills
Valuation, Business Valuation, Derivatives, Structured Finance, Corporate Finance, Economics, Asset Pricing, Risk Modeling, Real Estate Investment, Real Estate Finance, Series 7, Series 63, Series 65
Education
University of California, Davis 2000 — 2005
Ph.D., Economics, Finance
University of Arizona 1998 — 1999
M.Sc., Applied Econometrics
Universita` della Tuscia 1991 — 1996
B.S., Agricultural Economics
Duane Mattson Duane Mattson'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 May 2012 - February 2015
Al Frank Asset Management Innealta Capital March 2010 - May 2012
Austin Capital Management June 2008 - March 2010
NFP Securities November 2006 - April 2008
NFP Securities March 2005 - November 2006
NFP Securities October 2004 - March 2005
JP Morgan Chase March 2004 - October 2004
NFP Securities June 2003 - March 2004
Thrivent Financial for Lutherans 1998 - 2003
Education
University of Minnesota-Twin Cities 1983 — 1987
BA, Journalism
Warren High School
Dimensional Fund Advisors February 2015 - Present
Dimensional Fund Advisors May 2012 - February 2015
Al Frank Asset Management Innealta Capital March 2010 - May 2012
Austin Capital Management June 2008 - March 2010
NFP Securities November 2006 - April 2008
NFP Securities March 2005 - November 2006
NFP Securities October 2004 - March 2005
JP Morgan Chase March 2004 - October 2004
NFP Securities June 2003 - March 2004
Thrivent Financial for Lutherans 1998 - 2003
Education
University of Minnesota-Twin Cities 1983 — 1987
BA, Journalism
Warren High School
Cary Kriegsman's Dimensional Fund Advisors Experience May 2014 - August 2014
Job Institutional Client Business Analyst at BlackRock
Industry Higher Education
Experience
BlackRock August 2015 - Present
Haas School of Business August 2010 - December 2014
Dimensional Fund Advisors May 2014 - August 2014
Cowen and Company 2012 - August 2012
Skills
Research, Investment Banking, Financial Modeling, Market Research, Entrepreneurship, Strategy, Recruiting, Financial Analysis, Valuation, Economics, Corporate Finance, Analysis, Investment Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
BlackRock August 2015 - Present
Haas School of Business August 2010 - December 2014
Dimensional Fund Advisors May 2014 - August 2014
Cowen and Company 2012 - August 2012
Skills
Research, Investment Banking, Financial Modeling, Market Research, Entrepreneurship, Strategy, Recruiting, Financial Analysis, Valuation, Economics, Corporate Finance, Analysis, Investment Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Kevin Tiernan, CIMA® Kevin Tiernan, CIMA®'s Dimensional Fund Advisors Experience March 2015 - Present
Job Regional Director at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors March 2015 - Present
BlackRock June 2010 - March 2015
ProShare Advisors, LLC October 2008 - July 2010
SunTrust Robinson Humphrey January 2006 - March 2008
Cantor Fitzgerald January 2004 - December 2006
Skills
Capital Markets, Fixed Income, Asset Management, Investment Banking, Financial Analysis, Portfolio Management, Investments, Equities, Relationship Management, Financial Services, Mutual Funds, Investment Strategies, Asset Managment, Valuation, Trading, Separately Managed..., Structured Products, Series 63, Credit, Asset Allocation, Alternative Investments, Hedge Funds, Securities, Series 7
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Certified Investment Management Analyst designation
University of Delaware
BA, Economics / Political Science
Dimensional Fund Advisors March 2015 - Present
BlackRock June 2010 - March 2015
ProShare Advisors, LLC October 2008 - July 2010
SunTrust Robinson Humphrey January 2006 - March 2008
Cantor Fitzgerald January 2004 - December 2006
Skills
Capital Markets, Fixed Income, Asset Management, Investment Banking, Financial Analysis, Portfolio Management, Investments, Equities, Relationship Management, Financial Services, Mutual Funds, Investment Strategies, Asset Managment, Valuation, Trading, Separately Managed..., Structured Products, Series 63, Credit, Asset Allocation, Alternative Investments, Hedge Funds, Securities, Series 7
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Certified Investment Management Analyst designation
University of Delaware
BA, Economics / Political Science
Mike Scardina Mike Scardina's Dimensional Fund Advisors Experience 1986 - 2007
Job Investment Company CFO Retired
Industry Investment Management
Experience
Dimensional Fund Advisors 1986 - 2007
Skills
Financial Analysis, Hedge Funds, Team Building, Investment Management, Investments, Mutual Funds, Equities, Asset Management, Asset Managment, New Business Development, Strategic Planning, Strategic Financial..., Portfolio Management, Series 7, Due Diligence, Securities, Risk Management, Alternative Investments
Education
University of Illinois at Chicago 1973 — 1977
BS, Accounting
Dimensional Fund Advisors 1986 - 2007
Skills
Financial Analysis, Hedge Funds, Team Building, Investment Management, Investments, Mutual Funds, Equities, Asset Management, Asset Managment, New Business Development, Strategic Planning, Strategic Financial..., Portfolio Management, Series 7, Due Diligence, Securities, Risk Management, Alternative Investments
Education
University of Illinois at Chicago 1973 — 1977
BS, Accounting
Julie Henderson Julie Henderson's Dimensional Fund Advisors Experience April 2005 - June 2015
Job CPA
Industry Accounting
Experience
Dimensional Fund Advisors April 2005 - June 2015
PwC January 1995 - April 2005
Skills
SEC filings, US GAAP, Accounts Payable, External Audit, Financial Reporting, Due Diligence, Tax Accounting, Investments, Accounting, Asset Managment, Financial Accounting, Internal Controls, Financial Analysis, Tax, Payroll, Auditing, Analysis, Sarbanes-Oxley Act, Asset Management, CPA
Education
UCLA 1992 — 1996
B.S. Mathematics
Edison High School 1988 — 1992
Dimensional Fund Advisors April 2005 - June 2015
PwC January 1995 - April 2005
Skills
SEC filings, US GAAP, Accounts Payable, External Audit, Financial Reporting, Due Diligence, Tax Accounting, Investments, Accounting, Asset Managment, Financial Accounting, Internal Controls, Financial Analysis, Tax, Payroll, Auditing, Analysis, Sarbanes-Oxley Act, Asset Management, CPA
Education
UCLA 1992 — 1996
B.S. Mathematics
Edison High School 1988 — 1992
Vadim Gorin, CFA Vadim Gorin, CFA's Dimensional Fund Advisors Experience January 2014 - Present
Job Regional Director at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors January 2014 - Present
Dimensional Fund Advisors July 2011 - December 2013
Barclays Capital June 2010 - August 2010
Dimensional Fund Advisors February 2007 - August 2009
Dimensional Fund Advisors March 2005 - January 2007
Smith Barney February 2004 - December 2004
Skills
Equities, Fixed Income, Emerging Markets, Asset Allocation, Capital Markets, Asset Management, Asset Managment, Investments, Portfolio Management, Financial Analysis, Derivatives, Financial Modeling, Corporate Finance, Bloomberg, Trading, Investment Management, Investment Strategies
Education
University of Chicago Booth School of Business 2009 — 2011
MBA, Concentrations in: Analytic Finance, Entrepreneurship, Managerial and Organizational Behavior
University of California, Berkeley 2001 — 2004
Bachelor's, Applied Mathematics (major), Business Administration (minor)
Dimensional Fund Advisors January 2014 - Present
Dimensional Fund Advisors July 2011 - December 2013
Barclays Capital June 2010 - August 2010
Dimensional Fund Advisors February 2007 - August 2009
Dimensional Fund Advisors March 2005 - January 2007
Smith Barney February 2004 - December 2004
Skills
Equities, Fixed Income, Emerging Markets, Asset Allocation, Capital Markets, Asset Management, Asset Managment, Investments, Portfolio Management, Financial Analysis, Derivatives, Financial Modeling, Corporate Finance, Bloomberg, Trading, Investment Management, Investment Strategies
Education
University of Chicago Booth School of Business 2009 — 2011
MBA, Concentrations in: Analytic Finance, Entrepreneurship, Managerial and Organizational Behavior
University of California, Berkeley 2001 — 2004
Bachelor's, Applied Mathematics (major), Business Administration (minor)
Claire Lemieux Claire Lemieux's Dimensional Fund Advisors Experience June 2015 - August 2015
Job U.S. Patent Dispatch Assistant at Ladas & Parry LLP
Industry Legal Services
Experience
Ladas & Parry LLP August 2015 - Present
UCLA October 2010 - Present
Dimensional Fund Advisors June 2015 - August 2015
City of Oceanside May 2012 - September 2012
Mottino YMCA June 2009 - September 2011
Skills
Research
Education
UCLA Extension 2014 — 2015
Legal Assistant/Paralegal
University of California, Los Angeles 2010 — 2014
Bachelor of Arts (B.A.), Comparative Literature
Ladas & Parry LLP August 2015 - Present
UCLA October 2010 - Present
Dimensional Fund Advisors June 2015 - August 2015
City of Oceanside May 2012 - September 2012
Mottino YMCA June 2009 - September 2011
Skills
Research
Education
UCLA Extension 2014 — 2015
Legal Assistant/Paralegal
University of California, Los Angeles 2010 — 2014
Bachelor of Arts (B.A.), Comparative Literature
Eric Rettig Eric Rettig's Dimensional Fund Advisors Experience August 2015 - Present
Job Associate at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors August 2015 - Present
Dimensional Fund Advisors May 2014 - August 2014
Waste Management June 2013 - August 2013
TDC Companies July 2012 - August 2012
Skills
Asset Management, Asset Allocation, Mutual Funds, Investment Management, Data Analysis, Public Speaking, Finance, Research
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration (B.B.A.)
Dimensional Fund Advisors August 2015 - Present
Dimensional Fund Advisors May 2014 - August 2014
Waste Management June 2013 - August 2013
TDC Companies July 2012 - August 2012
Skills
Asset Management, Asset Allocation, Mutual Funds, Investment Management, Data Analysis, Public Speaking, Finance, Research
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration (B.B.A.)
Christina Marsh Christina Marsh's Dimensional Fund Advisors Experience February 2014 - Present
Job Senior Associate, Talent Management at Dimensional Fund Advisors
Industry Medical Practice
Experience
Dimensional Fund Advisors February 2014 - Present
Austin Regional Clinic June 2010 - February 2014
Samsung Austin Semiconductor July 2008 - May 2010
Grubb & Ellis May 2006 - May 2008
Skills
Performance Management, Employee Relations, Organizational..., Executive Coaching, Employee Training, Marketing, Talent Management, Training, Human Resources, Recruiting, Staff Development, Management, Onboarding, E-Learning, Program Management
Education
University of Denver 2010 — 2012
MPS, Human Resource Management & Development with a Concentration in OD and Training
University of Virginia 2002 — 2006
BA, Psychology & Anthropology
Dimensional Fund Advisors February 2014 - Present
Austin Regional Clinic June 2010 - February 2014
Samsung Austin Semiconductor July 2008 - May 2010
Grubb & Ellis May 2006 - May 2008
Skills
Performance Management, Employee Relations, Organizational..., Executive Coaching, Employee Training, Marketing, Talent Management, Training, Human Resources, Recruiting, Staff Development, Management, Onboarding, E-Learning, Program Management
Education
University of Denver 2010 — 2012
MPS, Human Resource Management & Development with a Concentration in OD and Training
University of Virginia 2002 — 2006
BA, Psychology & Anthropology
Joseph K. Nasser Joseph K. Nasser's Dimensional Fund Advisors Experience September 2008 - July 2010
Job Real Time Trader at EDF Energy Services
Industry Oil & Energy
Experience
EDF Energy Services July 2014 - Present
Repsol September 2013 - July 2014
Invesco April 2013 - September 2013
Sysco May 2012 - January 2013
Chardan Capital Markets September 2011 - December 2011
Dimensional Fund Advisors September 2008 - July 2010
Telemus Capital Partners May 2008 - August 2008
NECS October 2007 - May 2008
Skills
Bloomberg, Microsoft Excel, PowerPoint, VBA, Microsoft Word, Access, Visio, Visual Basic, SQL, Financial Modeling, Financial Analysis, Microsoft Office, Valuation, Outlook, Corporate Finance, Forecasting, Asset Managment, Risk Management, Data Analysis, Business Objects, SAP, Ubuntu, .NET, Asset Management, Accounting, Process Improvement, Investments, Securities, Portfolio Management, Management, Finance, Hedge Funds, Analysis
Education
University of Houston 2010 — 2011
BS, Math
University of Houston 2005 — 2008
BBA, Finance
CFA Institute
Pearland High School
EDF Energy Services July 2014 - Present
Repsol September 2013 - July 2014
Invesco April 2013 - September 2013
Sysco May 2012 - January 2013
Chardan Capital Markets September 2011 - December 2011
Dimensional Fund Advisors September 2008 - July 2010
Telemus Capital Partners May 2008 - August 2008
NECS October 2007 - May 2008
Skills
Bloomberg, Microsoft Excel, PowerPoint, VBA, Microsoft Word, Access, Visio, Visual Basic, SQL, Financial Modeling, Financial Analysis, Microsoft Office, Valuation, Outlook, Corporate Finance, Forecasting, Asset Managment, Risk Management, Data Analysis, Business Objects, SAP, Ubuntu, .NET, Asset Management, Accounting, Process Improvement, Investments, Securities, Portfolio Management, Management, Finance, Hedge Funds, Analysis
Education
University of Houston 2010 — 2011
BS, Math
University of Houston 2005 — 2008
BBA, Finance
CFA Institute
Pearland High School
Connor Betbeze Connor Betbeze's Dimensional Fund Advisors Experience August 2015 - Present
Job Associate at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors August 2015 - Present
Stan Johnson Company June 2014 - July 2014
Federal Home Loan Bank of Atlanta June 2013 - July 2013
Skills
Microsoft Excel, Financial Analysis, Economics, Data Analysis, R Data Language
Education
University of Pennsylvania
Bachelor of Arts (BA), Economics
Dimensional Fund Advisors August 2015 - Present
Stan Johnson Company June 2014 - July 2014
Federal Home Loan Bank of Atlanta June 2013 - July 2013
Skills
Microsoft Excel, Financial Analysis, Economics, Data Analysis, R Data Language
Education
University of Pennsylvania
Bachelor of Arts (BA), Economics
Patricia Chi's Dimensional Fund Advisors Experience March 1999 - November 1999
Job Starmax Realty
Industry Marketing and Advertising
Experience
Starmax Realty April 2015 - Present
Altitude Media, Inc. November 2002 - Present
Century 21 Select October 2014 - April 2015
Answer Financial October 2011 - October 2012
Nielsen November 1999 - June 2002
Dimensional Fund Advisors March 1999 - November 1999
Farmers Insurance November 1997 - March 1999
Morgan Stanley Smith Barney July 1996 - November 1997
Skills
Customer Relations, New Business Development, Contract Negotiation, Market Research, Financial Management, Project Management, Integrated Marketing, Social Media Marketing, Corporate Social..., Strategic Planning, Sustainability, Business Strategy, Customer Service, Managerial Finance, Digital Media, Social Media, Marketing, Business Development, Sales, Account Management, Sales Management, Management, Salesforce.com, Selling, Marketing Strategy, Training, Team Building, Brand Management, Online Advertising, Advertising, Marketing Communications, Lead Generation, SEO, Public Relations, Online Marketing, Digital Marketing, Email Marketing, E-commerce, Social Networking, Digital Strategy, Copywriting
Education
University of California, Irvine
BA, Environmental Design/Urban Planning
University of California, Los Angeles
Extension Studies, Computer and Information Sciences, General
Starmax Realty April 2015 - Present
Altitude Media, Inc. November 2002 - Present
Century 21 Select October 2014 - April 2015
Answer Financial October 2011 - October 2012
Nielsen November 1999 - June 2002
Dimensional Fund Advisors March 1999 - November 1999
Farmers Insurance November 1997 - March 1999
Morgan Stanley Smith Barney July 1996 - November 1997
Skills
Customer Relations, New Business Development, Contract Negotiation, Market Research, Financial Management, Project Management, Integrated Marketing, Social Media Marketing, Corporate Social..., Strategic Planning, Sustainability, Business Strategy, Customer Service, Managerial Finance, Digital Media, Social Media, Marketing, Business Development, Sales, Account Management, Sales Management, Management, Salesforce.com, Selling, Marketing Strategy, Training, Team Building, Brand Management, Online Advertising, Advertising, Marketing Communications, Lead Generation, SEO, Public Relations, Online Marketing, Digital Marketing, Email Marketing, E-commerce, Social Networking, Digital Strategy, Copywriting
Education
University of California, Irvine
BA, Environmental Design/Urban Planning
University of California, Los Angeles
Extension Studies, Computer and Information Sciences, General
Victoria Choi Victoria Choi's Dimensional Fund Advisors Experience September 2013 - November 2014
Job Institutional Sales BlackRock
Industry Investment Management
Experience
BlackRock December 2014 - Present
Dimensional Fund Advisors September 2013 - November 2014
Dimensional Fund Advisors March 2011 - September 2013
Western Asset Management October 2009 - March 2011
Trust Company of the West June 2009 - August 2009
Canterbury Consulting November 2007 - March 2009
Education
University of California, Irvine 2006 — 2009
Bachelor’s Degree, Economics, Management
BlackRock December 2014 - Present
Dimensional Fund Advisors September 2013 - November 2014
Dimensional Fund Advisors March 2011 - September 2013
Western Asset Management October 2009 - March 2011
Trust Company of the West June 2009 - August 2009
Canterbury Consulting November 2007 - March 2009
Education
University of California, Irvine 2006 — 2009
Bachelor’s Degree, Economics, Management
Nicholas de Goede, CFA Nicholas de Goede, CFA's Dimensional Fund Advisors Experience January 2014 - July 2015
Job MBA Candidate at UCLA Anderson School of Management
Industry Financial Services
Experience
Dimensional Fund Advisors January 2014 - July 2015
Dimensional Fund Advisors January 2012 - December 2014
Dimensional Fund Advisors July 2007 - December 2011
Skills
Bloomberg, Financial Modeling, VBA, Data Analysis, Portfolio Management, Microsoft Excel, Microsoft SQL Server, Access, Visual Basic, Statistical Data..., Data Mining, Quantitative Analytics, Financial Analysis, Analysis, Fixed Income, Investment Strategies, Mutual Funds, SQL, Bloomberg Terminal, Equities, Investments, Asset Management, HTML, CSS, Asset Managment, PHP, Finance, Asset Allocation, Fortran, Performance Measurement, Relational Databases, Quantitative Finance, Valuation
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA)
University of California, Los Angeles 2003 — 2007
BS, Mathematics/Economics, specialization in Computing, minors in Accounting and Statistics
Dimensional Fund Advisors January 2014 - July 2015
Dimensional Fund Advisors January 2012 - December 2014
Dimensional Fund Advisors July 2007 - December 2011
Skills
Bloomberg, Financial Modeling, VBA, Data Analysis, Portfolio Management, Microsoft Excel, Microsoft SQL Server, Access, Visual Basic, Statistical Data..., Data Mining, Quantitative Analytics, Financial Analysis, Analysis, Fixed Income, Investment Strategies, Mutual Funds, SQL, Bloomberg Terminal, Equities, Investments, Asset Management, HTML, CSS, Asset Managment, PHP, Finance, Asset Allocation, Fortran, Performance Measurement, Relational Databases, Quantitative Finance, Valuation
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA)
University of California, Los Angeles 2003 — 2007
BS, Mathematics/Economics, specialization in Computing, minors in Accounting and Statistics
Alexander O'Brien's Dimensional Fund Advisors Experience May 2015 - August 2015
Job Portfolio Management Intern at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors May 2015 - August 2015
Verizon May 2014 - July 2014
Macinspires June 2013 - September 2013
Townsquare Media March 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows, Matlab, Event Planning, AutoCAD, Time Management, Product Design, Graphic Design, Product Management, Start-ups, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Dimensional Fund Advisors May 2015 - August 2015
Verizon May 2014 - July 2014
Macinspires June 2013 - September 2013
Townsquare Media March 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows, Matlab, Event Planning, AutoCAD, Time Management, Product Design, Graphic Design, Product Management, Start-ups, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Andy Yin, CFA Andy Yin, CFA's Dimensional Fund Advisors Experience January 2015 - Present
Job Regional Director at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors March 2013 - January 2015
PIMCO January 2013 - February 2013
PIMCO January 2012 - December 2012
PIMCO January 2011 - December 2011
PIMCO January 2009 - December 2010
PIMCO April 2008 - December 2008
Bank of America August 2007 - April 2008
OneWest Bank June 2006 - August 2007
William O'Neil + Co. Inc. August 2005 - June 2006
Education
University of California, Los Angeles - The Anderson School of Management
MBA
University of California, Riverside 2001 — 2005
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors March 2013 - January 2015
PIMCO January 2013 - February 2013
PIMCO January 2012 - December 2012
PIMCO January 2011 - December 2011
PIMCO January 2009 - December 2010
PIMCO April 2008 - December 2008
Bank of America August 2007 - April 2008
OneWest Bank June 2006 - August 2007
William O'Neil + Co. Inc. August 2005 - June 2006
Education
University of California, Los Angeles - The Anderson School of Management
MBA
University of California, Riverside 2001 — 2005
Daniel Trinh Daniel Trinh's Dimensional Fund Advisors Experience June 2015 - August 2015
Job ENGR 105 TA at University of Pennsylvania
Industry Computer Software
Experience
University of Pennsylvania August 2015 - Present
Dimensional Fund Advisors June 2015 - August 2015
Brentwood Legal Services, LLP June 2013 - September 2013
Skills
Team Leadership, Public Speaking, Social Media, Programming, Community Outreach, Internal Communications, Volunteer Management, Microsoft Word, Matlab, Microsoft Excel, PowerPoint, Legal Research Skills, Microsoft Visual Studio..., Microsoft Office, Data Analysis, OCaml, SQL
Education
University of Pennsylvania 2014 — 2018
Bachelor of Engineering (B.E.), Computer Science
University of Pennsylvania August 2015 - Present
Dimensional Fund Advisors June 2015 - August 2015
Brentwood Legal Services, LLP June 2013 - September 2013
Skills
Team Leadership, Public Speaking, Social Media, Programming, Community Outreach, Internal Communications, Volunteer Management, Microsoft Word, Matlab, Microsoft Excel, PowerPoint, Legal Research Skills, Microsoft Visual Studio..., Microsoft Office, Data Analysis, OCaml, SQL
Education
University of Pennsylvania 2014 — 2018
Bachelor of Engineering (B.E.), Computer Science
Louise Proctor Louise Proctor's Dimensional Fund Advisors Experience January 2015 - Present
Job DC Services Associate at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors October 2013 - December 2014
Expert Technical Solutions July 2012 - April 2013
RuffaloCODY February 2011 - March 2012
RuffaloCODY August 2010 - April 2011
NAI Brannen Goddard May 2010 - June 2010
Trax Cafe July 2008 - December 2008
Skills
Fundraising, Teaching, Social Media, Non-profits, Public Speaking, Social Networking, Social Media Marketing, Facebook, Microsoft Office, Time Management, Customer Service, Problem Solving, Technical Recruiting, Training, Sales, Recruiting, Cold Calling, Applicant Tracking..., Talent Acquisition, Sourcing, Screening Resumes, Building Relationships, Contract Recruitment, Vendor Management, Access, Staffing Services, Staff Augmentation, Internet Recruiting, Interviews, Benefits Negotiation, Networking, IT Recruitment, Permanent Placement, Screening
Education
University of Georgia - Terry College of Business 2007 — 2012
Marketing, Bachelor of Business Administration in Marketing
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors October 2013 - December 2014
Expert Technical Solutions July 2012 - April 2013
RuffaloCODY February 2011 - March 2012
RuffaloCODY August 2010 - April 2011
NAI Brannen Goddard May 2010 - June 2010
Trax Cafe July 2008 - December 2008
Skills
Fundraising, Teaching, Social Media, Non-profits, Public Speaking, Social Networking, Social Media Marketing, Facebook, Microsoft Office, Time Management, Customer Service, Problem Solving, Technical Recruiting, Training, Sales, Recruiting, Cold Calling, Applicant Tracking..., Talent Acquisition, Sourcing, Screening Resumes, Building Relationships, Contract Recruitment, Vendor Management, Access, Staffing Services, Staff Augmentation, Internet Recruiting, Interviews, Benefits Negotiation, Networking, IT Recruitment, Permanent Placement, Screening
Education
University of Georgia - Terry College of Business 2007 — 2012
Marketing, Bachelor of Business Administration in Marketing
Jason Ye's Dimensional Fund Advisors Experience August 2015 - Present
Job Analyst at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors August 2015 - Present
Microsoft June 2014 - June 2015
Ericsson July 2012 - March 2013
Skills
Portfolio Management, Finance, Investments, R, Data Analysis, Financial Modeling, VBA, Financial Analysis, Research, Economics, Management Consulting, Bloomberg, Equities, Photoshop, Strategy, SQLite, Capital Markets, BarraOne, Equity Research, Photography, Quantitative Finance
Education
University of Washington
Master of Science (MS), Computational Finance and Risk Management
University of International Business and Economics
Bachelor of Economics, Finance, General
Dimensional Fund Advisors August 2015 - Present
Microsoft June 2014 - June 2015
Ericsson July 2012 - March 2013
Skills
Portfolio Management, Finance, Investments, R, Data Analysis, Financial Modeling, VBA, Financial Analysis, Research, Economics, Management Consulting, Bloomberg, Equities, Photoshop, Strategy, SQLite, Capital Markets, BarraOne, Equity Research, Photography, Quantitative Finance
Education
University of Washington
Master of Science (MS), Computational Finance and Risk Management
University of International Business and Economics
Bachelor of Economics, Finance, General
Doug Byrkit Doug Byrkit's Dimensional Fund Advisors Experience December 2010 - Present
Job Vice President at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors December 2010 - Present
Russell Investments April 2006 - November 2010
Russell Mellon January 2004 - March 2006
Gartner January 2003 - January 2004
Sprint Nextel 1995 - 2002
MCI January 1994 - May 1995
Skills
Asset Management, Consultative Selling, New Business Development, Investments, Vendor Management, Asset Managment, Selling, Mutual Funds, ETFs, Alternative Investments, Portfolio Management, Asset Allocation, Sales, Hedge Funds, Investment Management, Investment Strategies, Fixed Income, Financial Services
Education
University of California, Davis 1989 — 1993
Dimensional Fund Advisors December 2010 - Present
Russell Investments April 2006 - November 2010
Russell Mellon January 2004 - March 2006
Gartner January 2003 - January 2004
Sprint Nextel 1995 - 2002
MCI January 1994 - May 1995
Skills
Asset Management, Consultative Selling, New Business Development, Investments, Vendor Management, Asset Managment, Selling, Mutual Funds, ETFs, Alternative Investments, Portfolio Management, Asset Allocation, Sales, Hedge Funds, Investment Management, Investment Strategies, Fixed Income, Financial Services
Education
University of California, Davis 1989 — 1993
Lori Gilchrist Lori Gilchrist's Dimensional Fund Advisors Experience 2007 - 2010
Job Field Supervisor at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial March 2012 - Present
Coast Asset Management November 2010 - December 2011
Dimensional Fund Advisors 2007 - 2010
Securities America, Inc. Member FINRA/SIPC June 2000 - May 2007
National Association of Securities Dealers, Regulation August 1996 - June 2000
Skills
Training, Leadership, Management, Auditing, Financial Services, Marketing, Fundraising, Wealth Management, Policy, Securities, Investment Advisory
Education
University of California, Los Angeles
B.A., Psychology
University of California, Los Angeles, Extension
Accounting/Securities Analysis
Thrivent Financial March 2012 - Present
Coast Asset Management November 2010 - December 2011
Dimensional Fund Advisors 2007 - 2010
Securities America, Inc. Member FINRA/SIPC June 2000 - May 2007
National Association of Securities Dealers, Regulation August 1996 - June 2000
Skills
Training, Leadership, Management, Auditing, Financial Services, Marketing, Fundraising, Wealth Management, Policy, Securities, Investment Advisory
Education
University of California, Los Angeles
B.A., Psychology
University of California, Los Angeles, Extension
Accounting/Securities Analysis
Patrick Brewer, CFA, CPA's Dimensional Fund Advisors Experience June 2010 - May 2014
Job Partner
Industry Financial Services
Experience
Pennington Financial Group May 2014 - Present
Dynasty Advisor Group May 2014 - Present
Dimensional Fund Advisors June 2010 - May 2014
The Vanguard Group June 2008 - June 2010
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Financial Advisory, Mutual Funds, Investment Management, Investment Advisory, Wealth Management, Finance, Mergers & Acquisitions, Strategic Consulting
Education
University of Delaware 2003 — 2007
Bachelor of Science (BS), Finance, General
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Finance
Pennington Financial Group May 2014 - Present
Dynasty Advisor Group May 2014 - Present
Dimensional Fund Advisors June 2010 - May 2014
The Vanguard Group June 2008 - June 2010
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Financial Advisory, Mutual Funds, Investment Management, Investment Advisory, Wealth Management, Finance, Mergers & Acquisitions, Strategic Consulting
Education
University of Delaware 2003 — 2007
Bachelor of Science (BS), Finance, General
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Finance
Casey Satterlee's Dimensional Fund Advisors Experience June 2014 - 2015
Job Director, Consultant Relations at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management June 2015 - Present
Dimensional Fund Advisors June 2014 - 2015
Wellington Management January 2011 - June 2014
Fenway Sports Group February 2010 - November 2010
Fenway Sports Group July 2009 - September 2009
United Way of San Diego County February 2009 - May 2009
Skills
Spanish, Sponsorship, Marketing, Hospitality, Event Planning, Social Media Marketing, Event Management, Marketing Communications, Social Media, Social Networking, Public Speaking, Sales
Education
University of San Diego 2005 — 2009
Bachelor of Business Administration, Marketing
La Jolla High School 2001 — 2005
Manulife Asset Management June 2015 - Present
Dimensional Fund Advisors June 2014 - 2015
Wellington Management January 2011 - June 2014
Fenway Sports Group February 2010 - November 2010
Fenway Sports Group July 2009 - September 2009
United Way of San Diego County February 2009 - May 2009
Skills
Spanish, Sponsorship, Marketing, Hospitality, Event Planning, Social Media Marketing, Event Management, Marketing Communications, Social Media, Social Networking, Public Speaking, Sales
Education
University of San Diego 2005 — 2009
Bachelor of Business Administration, Marketing
La Jolla High School 2001 — 2005
Molly Goetzman's Dimensional Fund Advisors Experience October 2010 - May 2012
Job Professional Business Consultant and Career Coach
Industry Human Resources
Experience
Circuit of the Americas October 2012 - April 2014
Dimensional Fund Advisors October 2010 - May 2012
McGuyer Homebuilders, Inc. May 2007 - July 2009
Skills
Business Operations, Logistics, Leadership, Management, Human Resources, Career Development..., Employee Relations, Resume Writing, Staffing Coordination, Cost Reduction, Event Management, Contract Management, Budgets, Contract Negotiation, Career Counseling, Interview Preparation, Recruiting, Administration, Project Mangement, Vendor Management, Training, Project Management, Teamwork, Conflict Resolution, Multi Tasking, CRM, Event Planning, Administrative..., Team Building, Software Documentation, Real Estate, Administrative..., Motorsports, Customer Service, Microsoft Office
Education
University of Phoenix
Associate of Arts (A.A.)
Circuit of the Americas October 2012 - April 2014
Dimensional Fund Advisors October 2010 - May 2012
McGuyer Homebuilders, Inc. May 2007 - July 2009
Skills
Business Operations, Logistics, Leadership, Management, Human Resources, Career Development..., Employee Relations, Resume Writing, Staffing Coordination, Cost Reduction, Event Management, Contract Management, Budgets, Contract Negotiation, Career Counseling, Interview Preparation, Recruiting, Administration, Project Mangement, Vendor Management, Training, Project Management, Teamwork, Conflict Resolution, Multi Tasking, CRM, Event Planning, Administrative..., Team Building, Software Documentation, Real Estate, Administrative..., Motorsports, Customer Service, Microsoft Office
Education
University of Phoenix
Associate of Arts (A.A.)
Charlie Zeller's Dimensional Fund Advisors Experience August 2014 - Present
Job Associate at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors August 2014 - Present
Deloitte & Touche LLC June 2013 - August 2013
University of Michigan September 2010 - January 2013
Truven Health Analytics April 2012 - August 2012
Thomson Reuters May 2011 - August 2011
Skills
Time Management, Software Documentation, Sales, Accounting, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Cost Benefit, Teamwork, Leadership, Access, Finance, Public Speaking, Facebook
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2014
Master's Degree, Accounting
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (BBA)
Cherry Creek High School 2005 — 2009
Dimensional Fund Advisors August 2014 - Present
Deloitte & Touche LLC June 2013 - August 2013
University of Michigan September 2010 - January 2013
Truven Health Analytics April 2012 - August 2012
Thomson Reuters May 2011 - August 2011
Skills
Time Management, Software Documentation, Sales, Accounting, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Cost Benefit, Teamwork, Leadership, Access, Finance, Public Speaking, Facebook
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2014
Master's Degree, Accounting
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (BBA)
Cherry Creek High School 2005 — 2009
Chris Kucharski Chris Kucharski's Dimensional Fund Advisors Experience July 2010 - June 2013
Job I'm doing something in technology leadership
Industry Banking
Experience
Nordstrom June 2013 - September 2015
Dimensional Fund Advisors July 2010 - June 2013
Dimensional Fund Advisors January 2007 - July 2010
Dell March 2005 - January 2007
SAIC June 2001 - March 2005
Skills
Web Development, C#, ASP.NET MVC, ASP.NET, WCF, SQL Server, IIS, Umbraco, TFS, PHP, Python, Django, MySQL, Apache, Linux, REST, webmethods, jQuery, ITIL, Scrum, Agile, UC4, Git, webMethods, Microsoft SQL Server, SOA, Integration, Enterprise Architecture, Agile Methodologies, .NET, Databases, Software Engineering, Architectures, Architecture, Java, Oracle, Data Warehousing, SOAP, ETL, Web Services, Enterprise Software, T-SQL, XML
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2001
BBA, Management Information Systems
Nordstrom June 2013 - September 2015
Dimensional Fund Advisors July 2010 - June 2013
Dimensional Fund Advisors January 2007 - July 2010
Dell March 2005 - January 2007
SAIC June 2001 - March 2005
Skills
Web Development, C#, ASP.NET MVC, ASP.NET, WCF, SQL Server, IIS, Umbraco, TFS, PHP, Python, Django, MySQL, Apache, Linux, REST, webmethods, jQuery, ITIL, Scrum, Agile, UC4, Git, webMethods, Microsoft SQL Server, SOA, Integration, Enterprise Architecture, Agile Methodologies, .NET, Databases, Software Engineering, Architectures, Architecture, Java, Oracle, Data Warehousing, SOAP, ETL, Web Services, Enterprise Software, T-SQL, XML
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2001
BBA, Management Information Systems
Mike McCann, CFP®'s Dimensional Fund Advisors Experience November 2012 - Present
Job Regional Director at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors November 2012 - Present
Nuveen Investments November 2010 - October 2012
UBS Wealth Management November 2007 - May 2010
Morgan Stanley June 2006 - November 2007
Skills
Report Writing, Asset Management, Portfolio Management, Investments, Presenter, Financial Planning, Client Communication, Presentation Development
Education
University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance, Accounting
University of Notre Dame 2002 — 2006
BBA, Finance, Philosophy
Dimensional Fund Advisors November 2012 - Present
Nuveen Investments November 2010 - October 2012
UBS Wealth Management November 2007 - May 2010
Morgan Stanley June 2006 - November 2007
Skills
Report Writing, Asset Management, Portfolio Management, Investments, Presenter, Financial Planning, Client Communication, Presentation Development
Education
University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance, Accounting
University of Notre Dame 2002 — 2006
BBA, Finance, Philosophy
Ken Baba, CFA's Dimensional Fund Advisors Experience January 2015 - Present
Job Investment Associate at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors January 2014 - December 2014
Dimensional Fund Advisors January 2011 - December 2013
Wells Fargo October 2009 - January 2011
Wells Fargo October 2007 - October 2009
Skills
Bloomberg, Investments, Equities, Portfolio Management, Investment Management, Microsoft Office, Microsoft Excel, Analysis, Data Analysis
Education
University of California, Irvine 2005 — 2009
Economics
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors January 2014 - December 2014
Dimensional Fund Advisors January 2011 - December 2013
Wells Fargo October 2009 - January 2011
Wells Fargo October 2007 - October 2009
Skills
Bloomberg, Investments, Equities, Portfolio Management, Investment Management, Microsoft Office, Microsoft Excel, Analysis, Data Analysis
Education
University of California, Irvine 2005 — 2009
Economics
Katie Simpson, CFA Katie Simpson, CFA's Dimensional Fund Advisors Experience July 2015 - Present
Job Analyst, Strategy Research at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors July 2015 - Present
NERA Economic Consulting September 2014 - June 2015
Navigant Economics September 2011 - August 2013
NERA Economic Consulting November 2009 - September 2011
NERA Economic Consulting June 2008 - August 2008
Skills
Stata, Econometrics, Economics, Quantitative Analytics, Statistics, Qualitative Research, Financial Modeling, Analysis, Valuation, Data Analysis, Financial Analysis, Research, Bloomberg, Corporate Finance, Economic Research, DCF, Investments, Equities
Education
University of Oxford - Said Business School 2013 — 2014
Master of Science (MSc), Financial Economics
Washington and Lee University 2005 — 2009
B.A., Economics
Dimensional Fund Advisors July 2015 - Present
NERA Economic Consulting September 2014 - June 2015
Navigant Economics September 2011 - August 2013
NERA Economic Consulting November 2009 - September 2011
NERA Economic Consulting June 2008 - August 2008
Skills
Stata, Econometrics, Economics, Quantitative Analytics, Statistics, Qualitative Research, Financial Modeling, Analysis, Valuation, Data Analysis, Financial Analysis, Research, Bloomberg, Corporate Finance, Economic Research, DCF, Investments, Equities
Education
University of Oxford - Said Business School 2013 — 2014
Master of Science (MSc), Financial Economics
Washington and Lee University 2005 — 2009
B.A., Economics
Elizabeth Windler Elizabeth Windler's Dimensional Fund Advisors Experience May 2007 - August 2007
Job Supply Chain Management Program at Halliburton
Industry Mechanical or Industrial Engineering
Experience
Halliburton June 2014 - February 2015
Raytheon June 2011 - January 2014
University of Southern California Office for Residential Education August 2011 - August 2013
Hawker Pacific May 2010 - August 2010
California Science Center 2005 - 2010
Dimensional Fund Advisors May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Project Management, Teaching, Project Engineering, Science Communication, Pro Engineer, Solidworks, Research, Teamwork, Social Media, Windows, Time Management, Matlab, Photoshop, English, Event Planning, Physics, Training, Mechanical Engineering, Engineering, Analysis, Leadership, Testing
Education
University of Southern California 2013 — 2014
Master of Science (M.S.), Mechanical Engineering
University of Southern California 2008 — 2013
Bachelor of Science (B.S.), Mechanical Engineering, Cum Laude
Halliburton June 2014 - February 2015
Raytheon June 2011 - January 2014
University of Southern California Office for Residential Education August 2011 - August 2013
Hawker Pacific May 2010 - August 2010
California Science Center 2005 - 2010
Dimensional Fund Advisors May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Project Management, Teaching, Project Engineering, Science Communication, Pro Engineer, Solidworks, Research, Teamwork, Social Media, Windows, Time Management, Matlab, Photoshop, English, Event Planning, Physics, Training, Mechanical Engineering, Engineering, Analysis, Leadership, Testing
Education
University of Southern California 2013 — 2014
Master of Science (M.S.), Mechanical Engineering
University of Southern California 2008 — 2013
Bachelor of Science (B.S.), Mechanical Engineering, Cum Laude
Bridget Harkins's Dimensional Fund Advisors Experience July 2013 - Present
Job Associate at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors July 2013 - Present
City of Benicia December 2011 - May 2013
Salud por Derecho June 2012 - July 2012
City of Benicia June 2008 - January 2012
City of Benicia June 2008 - December 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Windows, Microsoft Office, OS X, Spanish, Data Analysis, Customer Service
Education
UC Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Economics
UC Berkeley 2009 — 2013
Minor, Public Policy
Universidad Carlos III de Madrid 2012 — 2012
Hispanic Studies
Dimensional Fund Advisors July 2013 - Present
City of Benicia December 2011 - May 2013
Salud por Derecho June 2012 - July 2012
City of Benicia June 2008 - January 2012
City of Benicia June 2008 - December 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Windows, Microsoft Office, OS X, Spanish, Data Analysis, Customer Service
Education
UC Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Economics
UC Berkeley 2009 — 2013
Minor, Public Policy
Universidad Carlos III de Madrid 2012 — 2012
Hispanic Studies
Scott Thornton Scott Thornton's Dimensional Fund Advisors Experience April 1992 - March 2001
Job Managing Director at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West March 2001 - Present
Dimensional Fund Advisors April 1992 - March 2001
Skills
Hedge Funds, Alternative Investments, Equities, Series 7, Asset Management, Fixed Income, Portfolio Management, Mutual Funds, Investment Management, Investments, Capital Markets, Bloomberg
Education
UCLA Anderson School of Management 1990 — 1992
Master of Business Administration (MBA), Finance, General
UCLA 1981 — 1986
Bachelor's degree, Economics
Trust Company of the West March 2001 - Present
Dimensional Fund Advisors April 1992 - March 2001
Skills
Hedge Funds, Alternative Investments, Equities, Series 7, Asset Management, Fixed Income, Portfolio Management, Mutual Funds, Investment Management, Investments, Capital Markets, Bloomberg
Education
UCLA Anderson School of Management 1990 — 1992
Master of Business Administration (MBA), Finance, General
UCLA 1981 — 1986
Bachelor's degree, Economics
Alex Jenkins, CFA Alex Jenkins, CFA's Dimensional Fund Advisors Experience June 2014 - Present
Job Regional Director at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors June 2014 - Present
DSM Capital Partners May 2013 - May 2014
TCW / MetWest November 2006 - March 2013
Santa Barbara Asset Management October 2005 - November 2006
Skills
CFA Charterholder, Equities, Financial Advisory, Institutional..., Institutional, Business Development, Alternative Investments, Fixed Income, Mutual Funds, Hedge Funds, Asset Management, Series 7, Client Services
Education
University of California, Santa Barbara 2001 — 2005
BS, Financial Mathematics & Applied Probability
Dimensional Fund Advisors June 2014 - Present
DSM Capital Partners May 2013 - May 2014
TCW / MetWest November 2006 - March 2013
Santa Barbara Asset Management October 2005 - November 2006
Skills
CFA Charterholder, Equities, Financial Advisory, Institutional..., Institutional, Business Development, Alternative Investments, Fixed Income, Mutual Funds, Hedge Funds, Asset Management, Series 7, Client Services
Education
University of California, Santa Barbara 2001 — 2005
BS, Financial Mathematics & Applied Probability
Katherine Rosenberg Katherine Rosenberg's Dimensional Fund Advisors Experience June 2007 - September 2009
Job Associate Vice President & Director of Client Services
Industry Financial Services
Experience
Lourd Capital Management, LLC November 2009 - Present
Dimensional Fund Advisors June 2007 - September 2009
Education
UCLA 2003 — 2007
Bachelor of Arts, Psychology
Lourd Capital Management, LLC November 2009 - Present
Dimensional Fund Advisors June 2007 - September 2009
Education
UCLA 2003 — 2007
Bachelor of Arts, Psychology
Margaret Dalton's Dimensional Fund Advisors Experience June 2015 - Present
Job Administrative Assistant at Dimensional Fund Advisors
Industry Public Policy
Experience
Dimensional Fund Advisors June 2015 - Present
Texas House of Representatives March 2015 - May 2015
Virginia House of Delegates December 2014 - February 2015
Private Family July 2014 - October 2014
South Carolina Senate January 2014 - May 2014
The Ashcroft Group LLC May 2013 - July 2013
Private Family May 2011 - July 2013
Anthropologie May 2012 - August 2012
The University of South Carolina August 2011 - May 2012
The South Carolina Arts Commission February 2011 - May 2011
Skills
Leadership, Public Speaking, Microsoft Excel, Microsoft Office, Research, Project Management, Government, Community Outreach, Microsoft Word, Social Services, Event Planning, Outlook, Data Analysis, Customer Service
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor of Arts (BA), Political Science- Public Policy
Dimensional Fund Advisors June 2015 - Present
Texas House of Representatives March 2015 - May 2015
Virginia House of Delegates December 2014 - February 2015
Private Family July 2014 - October 2014
South Carolina Senate January 2014 - May 2014
The Ashcroft Group LLC May 2013 - July 2013
Private Family May 2011 - July 2013
Anthropologie May 2012 - August 2012
The University of South Carolina August 2011 - May 2012
The South Carolina Arts Commission February 2011 - May 2011
Skills
Leadership, Public Speaking, Microsoft Excel, Microsoft Office, Research, Project Management, Government, Community Outreach, Microsoft Word, Social Services, Event Planning, Outlook, Data Analysis, Customer Service
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor of Arts (BA), Political Science- Public Policy
Carli Smith Carli Smith's Dimensional Fund Advisors Experience January 2015 - Present
Job Senior Associate at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors May 2013 - January 2015
Dimensional Fund Advisors September 2011 - May 2013
Markit November 2009 - September 2011
ICC Capital Management, Inc October 2007 - November 2009
ICC Capital Management, Inc. July 2007 - October 2007
Skills
Bloomberg, Equities, Portfolio Management, Asset Managment, Investments, Asset Allocation, Investment Strategies, Retirement Planning, Asset Management, Financial Markets, Wealth Management, Mutual Funds, Series 7
Education
University of Central Florida - College of Business Administration 2005 — 2008
BSBA, Finance - Investments
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors May 2013 - January 2015
Dimensional Fund Advisors September 2011 - May 2013
Markit November 2009 - September 2011
ICC Capital Management, Inc October 2007 - November 2009
ICC Capital Management, Inc. July 2007 - October 2007
Skills
Bloomberg, Equities, Portfolio Management, Asset Managment, Investments, Asset Allocation, Investment Strategies, Retirement Planning, Asset Management, Financial Markets, Wealth Management, Mutual Funds, Series 7
Education
University of Central Florida - College of Business Administration 2005 — 2008
BSBA, Finance - Investments
Roy Niswanger Roy Niswanger's Dimensional Fund Advisors Experience October 2006 - December 2013
Job Senior IBM Websphere MQ Engineer at Dell
Industry Information Technology and Services
Experience
Dell December 2013 - Present
Dimensional Fund Advisors October 2006 - December 2013
Dell February 2002 - October 2006
Progress Energy (Formerly Florida Power Corporation) March 1999 - March 2000
USN Nuclear Trained Submarine Reactor Operator January 1993 - January 1999
Skills
Citrix, Active Directory, IBM MQ, Disaster Recovery, VMware, Servers, SharePoint, IT Operations, Message Oriented..., SFTP, Secure FTP, WebSphere MQ, UC4, Process Automation, VMware ESX, DNS management, Distributed File Systems, Nuclear Engineering, Nuclear Power Plants, Power Generation, Microsoft SQL Server, System Deployment, Windows Server, Enterprise Software, Linux, WAN, Databases, Troubleshooting, Security, DNS Management
Education
University of Florida 2000 — 2001
Bachelor of Science Business Administration (B.S.B.A.), Decision and Information Sciences, 3.4
University of Phoenix 1998 — 1999
Associate of Science Degree, Nuclear and Electronics Technology
Naval Nuclear Propulsion Training Unit 1994 — 1995
Nuclear Power and Propulsion USN
Naval Nuclear Field A School for Electronics Technicians 1993 — 1994
Dell December 2013 - Present
Dimensional Fund Advisors October 2006 - December 2013
Dell February 2002 - October 2006
Progress Energy (Formerly Florida Power Corporation) March 1999 - March 2000
USN Nuclear Trained Submarine Reactor Operator January 1993 - January 1999
Skills
Citrix, Active Directory, IBM MQ, Disaster Recovery, VMware, Servers, SharePoint, IT Operations, Message Oriented..., SFTP, Secure FTP, WebSphere MQ, UC4, Process Automation, VMware ESX, DNS management, Distributed File Systems, Nuclear Engineering, Nuclear Power Plants, Power Generation, Microsoft SQL Server, System Deployment, Windows Server, Enterprise Software, Linux, WAN, Databases, Troubleshooting, Security, DNS Management
Education
University of Florida 2000 — 2001
Bachelor of Science Business Administration (B.S.B.A.), Decision and Information Sciences, 3.4
University of Phoenix 1998 — 1999
Associate of Science Degree, Nuclear and Electronics Technology
Naval Nuclear Propulsion Training Unit 1994 — 1995
Nuclear Power and Propulsion USN
Naval Nuclear Field A School for Electronics Technicians 1993 — 1994
Olivia LaMagna's Dimensional Fund Advisors Experience August 2015 - Present
Job Associate at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors August 2015 - Present
Indiana Office of Community and Rural Affairs 2012 - 2015
Dimensional Fund Advisors May 2014 - August 2014
University of Notre Dame, Class of 2015 April 2013 - March 2014
University of Notre Dame Alumni Association January 2013 - May 2013
Skills
Social Media, Social Media Marketing, Public Speaking, Event Planning, PowerPoint, Research, Microsoft Office, Nonprofits, Microsoft Excel, Proposal Writing, Marketing, Strategic Communications, Leadership, Strategic Planning
Education
University of Notre Dame 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Business Economics
Carmel High School 2007 — 2011
Dimensional Fund Advisors August 2015 - Present
Indiana Office of Community and Rural Affairs 2012 - 2015
Dimensional Fund Advisors May 2014 - August 2014
University of Notre Dame, Class of 2015 April 2013 - March 2014
University of Notre Dame Alumni Association January 2013 - May 2013
Skills
Social Media, Social Media Marketing, Public Speaking, Event Planning, PowerPoint, Research, Microsoft Office, Nonprofits, Microsoft Excel, Proposal Writing, Marketing, Strategic Communications, Leadership, Strategic Planning
Education
University of Notre Dame 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Business Economics
Carmel High School 2007 — 2011
Edmond Lee Edmond Lee's Dimensional Fund Advisors Experience May 2014 - August 2014
Job Investment Banking Analyst at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. June 2015 - Present
Dimensional Fund Advisors May 2014 - August 2014
Morgan Joseph TriArtisan LLC February 2014 - April 2014
Aphelion Capital October 2013 - February 2014
Scouler & Company June 2013 - August 2013
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Market Research, Corporate Finance, Investment Banking, Financial Accounting, Finance, Bloomberg, Valuation, Restructuring, Venture Capital, Mergers & Acquisitions, Portfolio Management, Love Of Learning, Microsoft Office
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science, Business Administration
Stephens Inc. June 2015 - Present
Dimensional Fund Advisors May 2014 - August 2014
Morgan Joseph TriArtisan LLC February 2014 - April 2014
Aphelion Capital October 2013 - February 2014
Scouler & Company June 2013 - August 2013
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Market Research, Corporate Finance, Investment Banking, Financial Accounting, Finance, Bloomberg, Valuation, Restructuring, Venture Capital, Mergers & Acquisitions, Portfolio Management, Love Of Learning, Microsoft Office
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science, Business Administration
Jennie (Macaluso) McCashin's Dimensional Fund Advisors Experience June 2005 - June 2006
Job
Industry Investment Management
Experience
Denali Advisors January 2007 - June 2008
Dimensional Fund Advisors June 2005 - June 2006
UBS Financial Services August 2002 - May 2005
Education
University of Arizona 1995 — 1999
Denali Advisors January 2007 - June 2008
Dimensional Fund Advisors June 2005 - June 2006
UBS Financial Services August 2002 - May 2005
Education
University of Arizona 1995 — 1999
Lisa Schaefer, CISA's Dimensional Fund Advisors Experience 1990 - 1993
Job Associate Vice President of Information Security at Stearns Lending (NMLS #1854)
Industry Security and Investigations
Experience
Stearns Lending (NMLS #1854) August 2014 - Present
Equator, LLC October 2011 - August 2014
Leaping Lizards Play & Party Zone Inc January 2011 - January 2012
Nasoft USA February 2009 - February 2010
LandAmerica Tax & Flood March 2004 - November 2008
LandAmerica March 2004 - November 2008
Hightower Software September 2001 - March 2004
Dimensional Fund Advisors 1990 - 1993
Skills
SOX, Audit, SAS70, Security, Compliance, SSAE16, GLBA, CISA, DR, BCP, Policy, Auditing, IT Governance, SDLC, Risk Management, IT Audit, ITIL, Visio, Process Improvement, IT Management, Windows, Business Analysis, MS Project, Active Directory, SQL, VPN, SharePoint, Change Management, Governance, Linux, Documentation, Analysis, Business Continuity, Software Development, Budgeting, SOC2, PCI DSS, Software Documentation, COBIT, Sarbanes-Oxley Act, Business Continuity..., Budgets, Management, Leadership, Program Management, Information Technology, Cross-functional Team..., Vendor Management, Disaster Recovery, Internal Controls
Education
University of California, Irvine 1992 — 1998
MBA, IT, Biological Sciences
Stearns Lending (NMLS #1854) August 2014 - Present
Equator, LLC October 2011 - August 2014
Leaping Lizards Play & Party Zone Inc January 2011 - January 2012
Nasoft USA February 2009 - February 2010
LandAmerica Tax & Flood March 2004 - November 2008
LandAmerica March 2004 - November 2008
Hightower Software September 2001 - March 2004
Dimensional Fund Advisors 1990 - 1993
Skills
SOX, Audit, SAS70, Security, Compliance, SSAE16, GLBA, CISA, DR, BCP, Policy, Auditing, IT Governance, SDLC, Risk Management, IT Audit, ITIL, Visio, Process Improvement, IT Management, Windows, Business Analysis, MS Project, Active Directory, SQL, VPN, SharePoint, Change Management, Governance, Linux, Documentation, Analysis, Business Continuity, Software Development, Budgeting, SOC2, PCI DSS, Software Documentation, COBIT, Sarbanes-Oxley Act, Business Continuity..., Budgets, Management, Leadership, Program Management, Information Technology, Cross-functional Team..., Vendor Management, Disaster Recovery, Internal Controls
Education
University of California, Irvine 1992 — 1998
MBA, IT, Biological Sciences
Roberta Hong's Dimensional Fund Advisors Experience August 2006 - December 2009
Job Client Account Transitions Specialist at Western Asset Management
Industry Investment Management
Experience
Western Asset Management October 2011 - Present
Bingham, Osborn & Scarborough March 2010 - October 2011
Dimensional Fund Advisors August 2006 - December 2009
Bjurman, Barry & Associates August 2003 - August 2006
Education
University of California, Irvine 1997 — 2002
B.A. International Studies
Western Asset Management October 2011 - Present
Bingham, Osborn & Scarborough March 2010 - October 2011
Dimensional Fund Advisors August 2006 - December 2009
Bjurman, Barry & Associates August 2003 - August 2006
Education
University of California, Irvine 1997 — 2002
B.A. International Studies
Ryan Gillette's Dimensional Fund Advisors Experience 2006 - 2007
Job Director, Content Strategy and Acquisition at Verizon
Industry Entertainment
Experience
Verizon June 2012 - Present
Verizon 2010 - 2012
Fox Networks Group 2008 - 2010
Dimensional Fund Advisors 2006 - 2007
Skills
Executive Management, Market Research, Project Management, Social Media Marketing, E-commerce, Entrepreneurship, Product Development, Program Management, Telecommunications, Mobile Devices, Marketing Communications, Advertising, CRM, Social Media, Cloud Computing, Online Marketing, Business Intelligence, Business Analysis, Digital Strategy, Integrated Marketing
Education
University of Southern California 2002 — 2005
B.A., Economics
University of Southern California - Marshall School of Business 2002 — 2005
Minor, Business Administration
Verizon June 2012 - Present
Verizon 2010 - 2012
Fox Networks Group 2008 - 2010
Dimensional Fund Advisors 2006 - 2007
Skills
Executive Management, Market Research, Project Management, Social Media Marketing, E-commerce, Entrepreneurship, Product Development, Program Management, Telecommunications, Mobile Devices, Marketing Communications, Advertising, CRM, Social Media, Cloud Computing, Online Marketing, Business Intelligence, Business Analysis, Digital Strategy, Integrated Marketing
Education
University of Southern California 2002 — 2005
B.A., Economics
University of Southern California - Marshall School of Business 2002 — 2005
Minor, Business Administration
Scott Kaup's Dimensional Fund Advisors Experience January 2015 - Present
Job Vice President, Investment Operations
Industry Financial Services
Experience
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors January 2014 - December 2014
Dimensional Fund Advisors May 2008 - January 2014
Fidelity Investments 1999 - 2008
Skills
Equities, Series 7, Mutual Funds, Securities, Financial Services, Asset Management, Microsoft Excel, Investment Management, Series 63, Asset Allocation, FINRA, Series 24, Risk Management, Management
Education
University of North Texas 1993 — 1998
Bachelor of Business Administration (B.B.A.)
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors January 2014 - December 2014
Dimensional Fund Advisors May 2008 - January 2014
Fidelity Investments 1999 - 2008
Skills
Equities, Series 7, Mutual Funds, Securities, Financial Services, Asset Management, Microsoft Excel, Investment Management, Series 63, Asset Allocation, FINRA, Series 24, Risk Management, Management
Education
University of North Texas 1993 — 1998
Bachelor of Business Administration (B.B.A.)
Hunt Cairns's Dimensional Fund Advisors Experience July 2008 - Present
Job Vice President at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors July 2008 - Present
Skills
Mutual Funds, Asset Allocation, Asset Management, Equities, Investments, Investment Management, Series 7, Investment Advisory, Investment Strategies
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Finance
University of California, San Diego 1992 — 1996
Dimensional Fund Advisors July 2008 - Present
Skills
Mutual Funds, Asset Allocation, Asset Management, Equities, Investments, Investment Management, Series 7, Investment Advisory, Investment Strategies
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Finance
University of California, San Diego 1992 — 1996
Kerry Shkor (Heraty)'s Dimensional Fund Advisors Experience January 2002 - August 2003
Job Principal at Pangea Holdings LLC
Industry Financial Services
Experience
Pangea Holdings LLC January 2012 - Present
Harbormaster Capital Management August 2007 - December 2011
AIG SunAmerica Affordable Housing January 2004 - September 2006
Dimensional Fund Advisors January 2002 - August 2003
Ibbotson Associates 1999 - 2001
Skills
Strategy, Project Management, Business Strategy, Investments, Portfolio Management, Business Development, Management, Business Analysis, Financial Modeling, Financial Analysis, Consulting, Real Estate Development, Real Estate, Equities, Asset Management, Alternative Investments, Fixed Income, Real Estate Financing
Education
University College Dublin 2006 — 2007
MBA
University of Wisconsin-Madison - School of Business 1994 — 1999
BBA, Finance
Pangea Holdings LLC January 2012 - Present
Harbormaster Capital Management August 2007 - December 2011
AIG SunAmerica Affordable Housing January 2004 - September 2006
Dimensional Fund Advisors January 2002 - August 2003
Ibbotson Associates 1999 - 2001
Skills
Strategy, Project Management, Business Strategy, Investments, Portfolio Management, Business Development, Management, Business Analysis, Financial Modeling, Financial Analysis, Consulting, Real Estate Development, Real Estate, Equities, Asset Management, Alternative Investments, Fixed Income, Real Estate Financing
Education
University College Dublin 2006 — 2007
MBA
University of Wisconsin-Madison - School of Business 1994 — 1999
BBA, Finance
Katherine Rosenberg's Dimensional Fund Advisors Experience June 2007 - September 2009
Job Client Operations Associate
Industry Financial Services
Experience
Lourd Capital Management November 2009 - Present
Dimensional Fund Advisors June 2007 - September 2009
Education
University of California, Los Angeles 2003 — 2007
Lourd Capital Management November 2009 - Present
Dimensional Fund Advisors June 2007 - September 2009
Education
University of California, Los Angeles 2003 — 2007
Vince Gotanda, CFA's Dimensional Fund Advisors Experience September 2004 - April 2012
Job Senior Fund Accountant
Industry Investment Management
Experience
Oaktree Capital Management March 2014 - Present
Dimensional Fund Advisors September 2004 - April 2012
Mellon Financial Corporation May 2002 - September 2004
Skills
Investment Management, Fixed Income, Investments, Bloomberg, Investment Advisory, Equities, Financial Analysis, Institutional Sales, Securities, Portfolio Management, Asset Managment, Mutual Funds, Chartered Financial...
Education
University of California, Santa Barbara 1997 — 2001
BA, Business Economics; Accounting Emphasis
Oaktree Capital Management March 2014 - Present
Dimensional Fund Advisors September 2004 - April 2012
Mellon Financial Corporation May 2002 - September 2004
Skills
Investment Management, Fixed Income, Investments, Bloomberg, Investment Advisory, Equities, Financial Analysis, Institutional Sales, Securities, Portfolio Management, Asset Managment, Mutual Funds, Chartered Financial...
Education
University of California, Santa Barbara 1997 — 2001
BA, Business Economics; Accounting Emphasis
Jeremy James's Dimensional Fund Advisors Experience October 2014 - Present
Job Head of Technology, Dimensional Target Retirement
Industry Financial Services
Experience
Dimensional Fund Advisors October 2014 - Present
Dimensional Fund Advisors February 2013 - Present
Dimensional Fund Advisors February 2012 - February 2013
Dimensional Fund Advisors October 2009 - February 2012
Dimensional Fund Advisors October 2005 - October 2009
The Cherry Hill Company 2003 - 2005
Oxelis Inc. 2001 - 2003
My Potential 2000 - 2001
Atlantic.Net Inc. 1999 - 2000
Skills
Python, Perl, REST, Git, MySQL, Web Development, Apache, jQuery, PostgreSQL, Agile Methodologies, JavaScript, Software Engineering, Linux, Shell Scripting, Ruby, ITIL, HTML, Project Management, Software Configuration..., System Design, Scrum, Software Architectural..., Team Management, Computer Science, Software Development..., Process Engineering, Business Analysis, Django, Natural Language..., Clojure, Machine Learning, Linear Regression, Statistical Modeling, Retirement, Investments, Retirement Planning, Financial Modeling, Risk Management, Process Improvement, 401k, Pensions, Leadership, Management, Product Design, Software Development..., SDLC
Education
University of Florida 1996 — 2000
Dimensional Fund Advisors October 2014 - Present
Dimensional Fund Advisors February 2013 - Present
Dimensional Fund Advisors February 2012 - February 2013
Dimensional Fund Advisors October 2009 - February 2012
Dimensional Fund Advisors October 2005 - October 2009
The Cherry Hill Company 2003 - 2005
Oxelis Inc. 2001 - 2003
My Potential 2000 - 2001
Atlantic.Net Inc. 1999 - 2000
Skills
Python, Perl, REST, Git, MySQL, Web Development, Apache, jQuery, PostgreSQL, Agile Methodologies, JavaScript, Software Engineering, Linux, Shell Scripting, Ruby, ITIL, HTML, Project Management, Software Configuration..., System Design, Scrum, Software Architectural..., Team Management, Computer Science, Software Development..., Process Engineering, Business Analysis, Django, Natural Language..., Clojure, Machine Learning, Linear Regression, Statistical Modeling, Retirement, Investments, Retirement Planning, Financial Modeling, Risk Management, Process Improvement, 401k, Pensions, Leadership, Management, Product Design, Software Development..., SDLC
Education
University of Florida 1996 — 2000
Joe Young, CFA's Dimensional Fund Advisors Experience January 2005 - Present
Job Regional Director and Vice President at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors January 2005 - Present
Dimensional Fund Advisors January 2004 - December 2004
Dimensional Fund Advisors February 2002 - December 2003
Global Crossing 1999 - 2001
Skills
Securities, Due Diligence, Series 7, Pensions, Series 63, Asset Allocation, Investments, Alternative Investments, Investment Strategies, Defined Contribution, Pension Funds, Asset Management, Mutual Funds, Hedge Funds, Investment Management
Education
University of Idaho 1997 — 2001
BS, Finance
Dimensional Fund Advisors January 2005 - Present
Dimensional Fund Advisors January 2004 - December 2004
Dimensional Fund Advisors February 2002 - December 2003
Global Crossing 1999 - 2001
Skills
Securities, Due Diligence, Series 7, Pensions, Series 63, Asset Allocation, Investments, Alternative Investments, Investment Strategies, Defined Contribution, Pension Funds, Asset Management, Mutual Funds, Hedge Funds, Investment Management
Education
University of Idaho 1997 — 2001
BS, Finance
Mark Guerra's Dimensional Fund Advisors Experience November 2007 - February 2009
Job Senior Systems Developer at UCLA
Industry Computer Software
Experience
UCLA January 2012 - Present
APM Music January 2011 - December 2011
UCLA February 2009 - January 2011
Dimensional Fund Advisors November 2007 - February 2009
PAAMCO September 2005 - November 2007
Endeavors Technologies July 2004 - August 2005
Skills
JavaScript, jQuery, C#, SQL, Microsoft SQL Server, Ruby, Ruby on Rails, AJAX, T-SQL, Visual Studio, .NET
Education
University of California, Irvine 2001 — 2005
B.S., Information and Computer Science
UCLA January 2012 - Present
APM Music January 2011 - December 2011
UCLA February 2009 - January 2011
Dimensional Fund Advisors November 2007 - February 2009
PAAMCO September 2005 - November 2007
Endeavors Technologies July 2004 - August 2005
Skills
JavaScript, jQuery, C#, SQL, Microsoft SQL Server, Ruby, Ruby on Rails, AJAX, T-SQL, Visual Studio, .NET
Education
University of California, Irvine 2001 — 2005
B.S., Information and Computer Science
Jennifer Fischer's Dimensional Fund Advisors Experience May 2015 - August 2015
Job MBA Candidate at UC Berkeley, Haas School of Business
Industry Banking
Experience
Dimensional Fund Advisors May 2015 - August 2015
ANZ April 2012 - July 2014
ANZ August 2011 - April 2012
ANZ March 2010 - July 2011
ANZ January 2009 - February 2010
IGT July 2007 - August 2007
Education
University of California, Berkeley 2014 — 2016
MBA
University of Canterbury 2008 — 2008
Bachelor of Commerce (B.Com.)
University of Puget Sound 2004 — 2007
Bachelor of Arts (BA)
Dimensional Fund Advisors May 2015 - August 2015
ANZ April 2012 - July 2014
ANZ August 2011 - April 2012
ANZ March 2010 - July 2011
ANZ January 2009 - February 2010
IGT July 2007 - August 2007
Education
University of California, Berkeley 2014 — 2016
MBA
University of Canterbury 2008 — 2008
Bachelor of Commerce (B.Com.)
University of Puget Sound 2004 — 2007
Bachelor of Arts (BA)
camille bradley's Dimensional Fund Advisors Experience May 1989 - September 2004
Job Owner at Twin World Travel
Industry Airlines/Aviation
Experience
Twin World Travel September 2004 - Present
Dimensional Fund Advisors May 1989 - September 2004
Education
University of California, Los Angeles
Twin World Travel September 2004 - Present
Dimensional Fund Advisors May 1989 - September 2004
Education
University of California, Los Angeles
Vanessa Tomason's Dimensional Fund Advisors Experience January 2015 - Present
Job Manager, Corporate Services at Dimensional Fund Advisors
Industry Facilities Services
Experience
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors January 2013 - December 2014
Dimensional Fund Advisors April 2006 - December 2012
Fatburger Corporation September 2001 - March 2006
Skills
Microsoft Excel, Training, Customer Service, Vendor Management, Budgets, Process Improvement, Management, Facilities Management, Project Management, Leadership, Hospitality, Office Management, Event Planning
Education
Western Oregon University 1997 — 1999
B.S., Criminal Justice, Minor Sociology
University of Oregon 1994 — 1997
Psychology
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors January 2013 - December 2014
Dimensional Fund Advisors April 2006 - December 2012
Fatburger Corporation September 2001 - March 2006
Skills
Microsoft Excel, Training, Customer Service, Vendor Management, Budgets, Process Improvement, Management, Facilities Management, Project Management, Leadership, Hospitality, Office Management, Event Planning
Education
Western Oregon University 1997 — 1999
B.S., Criminal Justice, Minor Sociology
University of Oregon 1994 — 1997
Psychology
Bobby Gahvari, CFP®'s Dimensional Fund Advisors Experience January 2013 - December 2013
Job Director of Institutional Advisory at Pure Financial Advisors, Inc.
Industry Financial Services
Experience
Pure Financial Advisors, Inc. January 2014 - Present
Dimensional Fund Advisors January 2013 - December 2013
Dimensional Fund Advisors January 2011 - December 2012
Dimensional Fund Advisors January 2007 - December 2010
Dimensional Fund Advisors September 2005 - December 2006
Skills
Strategic Financial..., Investment Management, Asset Management, Accounting, Financial Modeling, Equities, Portfolio Management, Asset Allocation, Financial Services, Due Diligence, Financial Analysis, Private Equity, Risk Management, Corporate Finance, Finance
Education
University of California, Irvine 2001 — 2005
Bachelor of Science (B.S.), Political Science and Government
Pure Financial Advisors, Inc. January 2014 - Present
Dimensional Fund Advisors January 2013 - December 2013
Dimensional Fund Advisors January 2011 - December 2012
Dimensional Fund Advisors January 2007 - December 2010
Dimensional Fund Advisors September 2005 - December 2006
Skills
Strategic Financial..., Investment Management, Asset Management, Accounting, Financial Modeling, Equities, Portfolio Management, Asset Allocation, Financial Services, Due Diligence, Financial Analysis, Private Equity, Risk Management, Corporate Finance, Finance
Education
University of California, Irvine 2001 — 2005
Bachelor of Science (B.S.), Political Science and Government
Yoon Jhong's Dimensional Fund Advisors Experience 2003 - 2004
Job Senior Manager at Korea Electric Power Corporation (KEPCO)
Industry Financial Services
Experience
Korea Electric Power Corporation (KEPCO) February 2011 - Present
Indymac Bank 2007 - 2011
KPMG US 2004 - 2007
Dimensional Fund Advisors 2003 - 2004
Skills
Financial Analysis, Accounting, Financial Reporting, Finance, Auditing, Internal Controls, Corporate Finance, Financial Modeling, Financial Accounting, Sarbanes-Oxley Act
Education
University of California, Los Angeles 1999 — 2002
Bachelor of Science (BS), Computer Science with Minors in Accounting and Mathematics
Annie Wright School 1993 — 1997
High School in US, College/University Preparatory and Advanced High School/Secondary Diploma Program
Korea Electric Power Corporation (KEPCO) February 2011 - Present
Indymac Bank 2007 - 2011
KPMG US 2004 - 2007
Dimensional Fund Advisors 2003 - 2004
Skills
Financial Analysis, Accounting, Financial Reporting, Finance, Auditing, Internal Controls, Corporate Finance, Financial Modeling, Financial Accounting, Sarbanes-Oxley Act
Education
University of California, Los Angeles 1999 — 2002
Bachelor of Science (BS), Computer Science with Minors in Accounting and Mathematics
Annie Wright School 1993 — 1997
High School in US, College/University Preparatory and Advanced High School/Secondary Diploma Program
Alex Bartos, CFA's Dimensional Fund Advisors Experience January 2013 - Present
Job Regional Director at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors January 2013 - Present
Dimensional Fund Advisors December 2012 - 2012
Dimensional Fund Advisors July 2007 - December 2010
Education
University of California, San Diego 2000 — 2005
Dimensional Fund Advisors January 2013 - Present
Dimensional Fund Advisors December 2012 - 2012
Dimensional Fund Advisors July 2007 - December 2010
Education
University of California, San Diego 2000 — 2005
James Gorlick's Dimensional Fund Advisors Experience June 2005 - August 2007
Job Sr. SDE at Basho Technologies, Inc
Industry Information Technology and Services
Experience
Basho Technologies, Inc April 2015 - Present
Spiritclips from Hallmark November 2013 - March 2015
Velocify August 2013 - November 2013
Rovi November 2012 - June 2013
MySpace April 2009 - October 2012
Spot Runner August 2007 - April 2009
Dimensional Fund Advisors June 2005 - August 2007
Online Resources August 2003 - June 2005
AccessData May 2002 - August 2003
Intel September 2001 - May 2002
Skills
Great Plains Software, Salesforce.com, Commerce, Agile Methodologies, Scrum, C#, .NET, Microsoft SQL Server, WCF, Web Services, ASP.NET, XML, JavaScript, SQL, TFS, REST, AJAX, SDLC, JSON, SOA, jQuery, IIS, Web Applications, Distributed Systems, Integration, LINQ, User Experience, HTML, Testing, Agile Project Management, C++, Visual Studio, Software Development, Software Engineering, ASP.NET MVC, Database Design, Mobile Applications, T-SQL, MongoDB, MySQL, SOAP
Education
UC Davis 1992 — 1996
Basho Technologies, Inc April 2015 - Present
Spiritclips from Hallmark November 2013 - March 2015
Velocify August 2013 - November 2013
Rovi November 2012 - June 2013
MySpace April 2009 - October 2012
Spot Runner August 2007 - April 2009
Dimensional Fund Advisors June 2005 - August 2007
Online Resources August 2003 - June 2005
AccessData May 2002 - August 2003
Intel September 2001 - May 2002
Skills
Great Plains Software, Salesforce.com, Commerce, Agile Methodologies, Scrum, C#, .NET, Microsoft SQL Server, WCF, Web Services, ASP.NET, XML, JavaScript, SQL, TFS, REST, AJAX, SDLC, JSON, SOA, jQuery, IIS, Web Applications, Distributed Systems, Integration, LINQ, User Experience, HTML, Testing, Agile Project Management, C++, Visual Studio, Software Development, Software Engineering, ASP.NET MVC, Database Design, Mobile Applications, T-SQL, MongoDB, MySQL, SOAP
Education
UC Davis 1992 — 1996
Karlene Lousignont's Dimensional Fund Advisors Experience January 2015 - Present
Job Associate, Institutional Sales at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors April 2012 - December 2014
RE/MAX Fine Properties December 1997 - April 2012
Skills
Short Sales, REO (bank owned..., Real Estate, Investment Properties, Sales, First Time Home Buyers, Foreclosures, Buyer Representation, Investors, Sellers, Selling, Single Family Homes, REO, New Home Sales, Real Estate Transactions
Education
University of Arizona, Eller College of Management
Bachelor of Science Business Administration, Finance
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors April 2012 - December 2014
RE/MAX Fine Properties December 1997 - April 2012
Skills
Short Sales, REO (bank owned..., Real Estate, Investment Properties, Sales, First Time Home Buyers, Foreclosures, Buyer Representation, Investors, Sellers, Selling, Single Family Homes, REO, New Home Sales, Real Estate Transactions
Education
University of Arizona, Eller College of Management
Bachelor of Science Business Administration, Finance
Chris Rink's Dimensional Fund Advisors Experience June 2008 - Present
Job Trader at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors June 2008 - Present
JonesTrading June 2000 - June 2008
Skills
Series 7, Asset Allocation, Trading, Equities, Bloomberg, Series 63, Equity Trading, Electronic Trading, Asset Management, Investments, Portfolio Management, Hedge Funds, Fixed Income, Securities
Education
University of California, Davis 1991 — 1995
B.A., History
Dimensional Fund Advisors June 2008 - Present
JonesTrading June 2000 - June 2008
Skills
Series 7, Asset Allocation, Trading, Equities, Bloomberg, Series 63, Equity Trading, Electronic Trading, Asset Management, Investments, Portfolio Management, Hedge Funds, Fixed Income, Securities
Education
University of California, Davis 1991 — 1995
B.A., History
Dana Rowland's Dimensional Fund Advisors Experience January 2006 - July 2012
Job Technical Project Manager
Industry Information Technology and Services
Experience
DIRECTV December 2013 - Present
SMCI August 2012 - November 2013
Dimensional Fund Advisors January 2006 - July 2012
METRO GOLDWYN MAYER (MGM) STUDIOS April 1997 - October 2005
Skills
Vendor Management, Budgets, Business Analysis, Program Management, Software Documentation, System Administration, Management, Organization, Schedule Control, Scope Management, Negotiation, Data Center, Integration, Resource Management, Resource Control
Education
University of Arizona
Bachelor of Arts (B.A.), Journalism and English
DIRECTV December 2013 - Present
SMCI August 2012 - November 2013
Dimensional Fund Advisors January 2006 - July 2012
METRO GOLDWYN MAYER (MGM) STUDIOS April 1997 - October 2005
Skills
Vendor Management, Budgets, Business Analysis, Program Management, Software Documentation, System Administration, Management, Organization, Schedule Control, Scope Management, Negotiation, Data Center, Integration, Resource Management, Resource Control
Education
University of Arizona
Bachelor of Arts (B.A.), Journalism and English
Joseph Chi, CFA's Dimensional Fund Advisors Experience October 2005 - Present
Job CoHead of Portfolio Management and Vice President at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors October 2005 - Present
Hewitt Associates July 2002 - August 2005
Brobeck, Phleger & Harrison January 1997 - June 2002
Morrison & Foerster LLP March 1995 - December 1996
Lyon & Lyon September 1993 - March 1995
Skills
Venture Capital, Mergers, Licensing, Asset Management, Securities
Education
UCLA Anderson School of Management 2002 — 2005
MBA, Finance
USC Gould School of Law 1990 — 1993
JD, Finance and Securities
University of California, Los Angeles 1983 — 1987
BS, cum laude, Electrical Engineering
Dimensional Fund Advisors October 2005 - Present
Hewitt Associates July 2002 - August 2005
Brobeck, Phleger & Harrison January 1997 - June 2002
Morrison & Foerster LLP March 1995 - December 1996
Lyon & Lyon September 1993 - March 1995
Skills
Venture Capital, Mergers, Licensing, Asset Management, Securities
Education
UCLA Anderson School of Management 2002 — 2005
MBA, Finance
USC Gould School of Law 1990 — 1993
JD, Finance and Securities
University of California, Los Angeles 1983 — 1987
BS, cum laude, Electrical Engineering
Katherine Galway's Dimensional Fund Advisors Experience July 2010 - February 2012
Job Registered Client Service Associate/CIO Assistant
Industry Financial Services
Experience
Windward Capital Management July 2012 - Present
Dimensional Fund Advisors July 2010 - February 2012
Deutsche Bank Securities July 2009 - July 2010
Credit Suisse May 2006 - July 2008
Skills
Series 7, series 66, Mutual Funds, Series 63, Leadership, Superior Client Service, Trading, Portfolio Management, Operational Excellence, Highly detail oriented, Multi Tasking, High Pressure..., Investments, Equities, Asset Management, Finance, Fixed Income, Financial Analysis, Financial Modeling, Financial Services, Hedge Funds, Investment Banking
Education
UCLA Extension 2010 — 2015
Finance Certificate, Emphasis in Investment Management and Analysis
University of California, Berkeley 1999 — 2004
Bachelor's, International Economics, Slavic Languages & Literatures
Windward Capital Management July 2012 - Present
Dimensional Fund Advisors July 2010 - February 2012
Deutsche Bank Securities July 2009 - July 2010
Credit Suisse May 2006 - July 2008
Skills
Series 7, series 66, Mutual Funds, Series 63, Leadership, Superior Client Service, Trading, Portfolio Management, Operational Excellence, Highly detail oriented, Multi Tasking, High Pressure..., Investments, Equities, Asset Management, Finance, Fixed Income, Financial Analysis, Financial Modeling, Financial Services, Hedge Funds, Investment Banking
Education
UCLA Extension 2010 — 2015
Finance Certificate, Emphasis in Investment Management and Analysis
University of California, Berkeley 1999 — 2004
Bachelor's, International Economics, Slavic Languages & Literatures
Peter Dillard's Dimensional Fund Advisors Experience April 2006 - Present
Job Vice President at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors April 2006 - Present
Hilton January 2001 - April 2006
Education
UCLA Anderson School of Management 2004 — 2007
MBA, Finance
University of North Carolina at Chapel Hill 1994 — 1997
MFA, Acting
University of Notre Dame 1990 — 1994
BA, Liberal Arts / Humanities
Dimensional Fund Advisors April 2006 - Present
Hilton January 2001 - April 2006
Education
UCLA Anderson School of Management 2004 — 2007
MBA, Finance
University of North Carolina at Chapel Hill 1994 — 1997
MFA, Acting
University of Notre Dame 1990 — 1994
BA, Liberal Arts / Humanities
Martin Sobolewski, CFA's Dimensional Fund Advisors Experience December 2012 - Present
Job Regional Director at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors December 2012 - Present
Dimensional Fund Advisors March 2010 - December 2012
Citi May 2008 - August 2008
UBS Investment Bank January 2005 - August 2007
KPMG 2003 - 2004
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Equities, Hedge Funds, Asset Managment, Investment Management, Alternative Investments, Investments, Fixed Income, Portfolio Management, Asset Allocation, Private Equity, Capital Markets, Due Diligence, Equity Research, Corporate Finance, Investment Banking, Venture Capital
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance & Strategy
University of Washington 1999 — 2003
BBA, Finance
Dimensional Fund Advisors December 2012 - Present
Dimensional Fund Advisors March 2010 - December 2012
Citi May 2008 - August 2008
UBS Investment Bank January 2005 - August 2007
KPMG 2003 - 2004
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Equities, Hedge Funds, Asset Managment, Investment Management, Alternative Investments, Investments, Fixed Income, Portfolio Management, Asset Allocation, Private Equity, Capital Markets, Due Diligence, Equity Research, Corporate Finance, Investment Banking, Venture Capital
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance & Strategy
University of Washington 1999 — 2003
BBA, Finance
Patrick Carter's Dimensional Fund Advisors Experience 2006 - 2010
Job Institutional investment management
Industry Investment Management
Experience
J.P. Morgan Asset Management Vice PresidentAmerican Beacon Advisors2010 - August 2012
Dimensional Fund Advisors 2006 - 2010
Merrill Lynch 2004 - 2006
Merrill Lynch Howard Johnson 2001 - 2004
Skills
Asset Management, Investments, Pensions, Mutual Funds, Equities, Strategic Planning, Sales Management, Profit & Loss Management, Defined Contribution, Financial Services, Institutional, Institutional..., Investment Management, Retirement, Series 7
Education
University of California, Berkeley 1981 — 1984
BS, Business Administration
J.P. Morgan Asset Management Vice PresidentAmerican Beacon Advisors2010 - August 2012
Dimensional Fund Advisors 2006 - 2010
Merrill Lynch 2004 - 2006
Merrill Lynch Howard Johnson 2001 - 2004
Skills
Asset Management, Investments, Pensions, Mutual Funds, Equities, Strategic Planning, Sales Management, Profit & Loss Management, Defined Contribution, Financial Services, Institutional, Institutional..., Investment Management, Retirement, Series 7
Education
University of California, Berkeley 1981 — 1984
BS, Business Administration
Eric Segers's Dimensional Fund Advisors Experience July 2011 - Present
Job Compliance Analyst at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors July 2011 - Present
Zions Bancorporation May 2010 - August 2010
Guaranty Bank January 2005 - August 2009
Guaranty Bank November 2002 - January 2005
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2011
MBA
Dimensional Fund Advisors July 2011 - Present
Zions Bancorporation May 2010 - August 2010
Guaranty Bank January 2005 - August 2009
Guaranty Bank November 2002 - January 2005
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2011
MBA
Kyle Ozaki's Dimensional Fund Advisors Experience August 2004 - Present
Job Vice President
Industry Investment Management
Experience
Dimensional Fund Advisors August 2004 - Present
PIMCO July 2001 - August 2004
Skills
Alternative Investments, Equities, Series 7, Hedge Funds, Mutual Funds, Asset Management, Investment Management, Investments, Fixed Income, Asset Allocation, Bloomberg, Securities, Investment Strategies, ETFs, Financial Services, Series 63
Education
University of California, Irvine
Dimensional Fund Advisors August 2004 - Present
PIMCO July 2001 - August 2004
Skills
Alternative Investments, Equities, Series 7, Hedge Funds, Mutual Funds, Asset Management, Investment Management, Investments, Fixed Income, Asset Allocation, Bloomberg, Securities, Investment Strategies, ETFs, Financial Services, Series 63
Education
University of California, Irvine
Amar Vanmali's Dimensional Fund Advisors Experience June 2011 - August 2011
Job Financial Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs June 2013 - Present
Goldman Sachs May 2012 - August 2012
Dimensional Fund Advisors June 2011 - August 2011
Gemini Partners Incorporated October 2010 - December 2010
Skills
Asset Managment
Education
University of California, Los Angeles 2009 — 2013
B.A., Business/Economics, Minors in Accounting, Statistics
University of Southern California 2006 — 2006
Goldman Sachs June 2013 - Present
Goldman Sachs May 2012 - August 2012
Dimensional Fund Advisors June 2011 - August 2011
Gemini Partners Incorporated October 2010 - December 2010
Skills
Asset Managment
Education
University of California, Los Angeles 2009 — 2013
B.A., Business/Economics, Minors in Accounting, Statistics
University of Southern California 2006 — 2006
Dave Plecha's Dimensional Fund Advisors Experience May 1989 - Present
Job Portfolio Manager at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors May 1989 - Present
Education
UCLA Anderson School of Management 1985 — 1987
University of Michigan 1979 — 1983
Dimensional Fund Advisors May 1989 - Present
Education
UCLA Anderson School of Management 1985 — 1987
University of Michigan 1979 — 1983
Karen Umland's Dimensional Fund Advisors Experience
Job Senior Portfolio Manager and VicePresident at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors
Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA)
Yale University
Bachelor of Arts (BA), Economics
Dimensional Fund Advisors
Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA)
Yale University
Bachelor of Arts (BA), Economics
Arushi Sohi's Dimensional Fund Advisors Experience January 2013 - Present
Job Corporate Governance at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors January 2013 - Present
Education
University of California, Davis 2009 — 2012
Bachelor of Arts (BA), Economics; Bachelor of Science (BS) Psychology
Dimensional Fund Advisors January 2013 - Present
Education
University of California, Davis 2009 — 2012
Bachelor of Arts (BA), Economics; Bachelor of Science (BS) Psychology
Clara Spann's Dimensional Fund Advisors Experience December 2013 - August 2014
Job Sr Accountant
Industry Accounting
Experience
Main Street Renewal LLC August 2013 - Present
Dimensional Fund Advisors December 2013 - August 2014
BridgeWell Capital, LLC September 2011 - August 2013
Skills
Customer Service, Accounting, Loan Servicing, Investor Relations, QuickBooks, Microsoft Excel, Loans, Finance, Strategic Financial..., Cash Flow, Due Diligence, Financial Reporting, GAAP
Education
University of Central Arkansas 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Main Street Renewal LLC August 2013 - Present
Dimensional Fund Advisors December 2013 - August 2014
BridgeWell Capital, LLC September 2011 - August 2013
Skills
Customer Service, Accounting, Loan Servicing, Investor Relations, QuickBooks, Microsoft Excel, Loans, Finance, Strategic Financial..., Cash Flow, Due Diligence, Financial Reporting, GAAP
Education
University of Central Arkansas 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Holly Couch's Dimensional Fund Advisors Experience November 2010 - December 2011
Job Master Data Solutions Architect at Nexeo Solutions, LLC
Industry Information Technology and Services
Experience
Leisure Inc. August 2014 - Present
Nexeo Solutions, LLC February 2012 - July 2014
Dimensional Fund Advisors November 2010 - December 2011
LyondellBasell May 2002 - November 2010
Skills
SAP, Business Analysis, Business Process, Software Documentation, Project Management, Requirements Gathering, Data Migration, Testing, Strategy, SAP ERP, Supply Chain, Master Data Management, Training, SharePoint, SAP R/3
Education
University of Houston
MBA, Management Information Systems
University of Houston
Bachelor of Science (BS), Business Technology
Leisure Inc. August 2014 - Present
Nexeo Solutions, LLC February 2012 - July 2014
Dimensional Fund Advisors November 2010 - December 2011
LyondellBasell May 2002 - November 2010
Skills
SAP, Business Analysis, Business Process, Software Documentation, Project Management, Requirements Gathering, Data Migration, Testing, Strategy, SAP ERP, Supply Chain, Master Data Management, Training, SharePoint, SAP R/3
Education
University of Houston
MBA, Management Information Systems
University of Houston
Bachelor of Science (BS), Business Technology
Sandra Webb-Gonzalez's Dimensional Fund Advisors Experience July 2013 - April 2014
Job LPCi in Progress
Industry Mental Health Care
Experience
Catar Clinic September 2014 - Present
Dimensional Fund Advisors July 2013 - April 2014
SafePlace August 2005 - May 2006
Skills
Psychology, Mental Health Counseling, Group Therapy, Adolescents, Psychotherapy, Mental Health, Crisis Intervention, Counseling Psychology, Anger Management, Self-esteem, Therapists, Case Management, Play Therapy, Grief Counseling, EMDR, Individual Counselling
Education
St. Edward's University 2003 — 2006
Master's degree in Counseling
University of Arkansas at Fayetteville 1987 — 1991
Bachelor's degree, Journalism, Advertising/Public Relations
Catar Clinic September 2014 - Present
Dimensional Fund Advisors July 2013 - April 2014
SafePlace August 2005 - May 2006
Skills
Psychology, Mental Health Counseling, Group Therapy, Adolescents, Psychotherapy, Mental Health, Crisis Intervention, Counseling Psychology, Anger Management, Self-esteem, Therapists, Case Management, Play Therapy, Grief Counseling, EMDR, Individual Counselling
Education
St. Edward's University 2003 — 2006
Master's degree in Counseling
University of Arkansas at Fayetteville 1987 — 1991
Bachelor's degree, Journalism, Advertising/Public Relations
Mitch Chamberlain, CFP's Dimensional Fund Advisors Experience January 2012 - Present
Job Vice President, Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors January 2012 - Present
Portello Winecafe January 2005 - Present
Chamberlain Financial Group October 2010 - December 2011
Saybrus Partners / Phoenix May 2008 - October 2010
Merrill Lynch June 2002 - September 2003
Prudential Financial February 1999 - June 2002
Morgan Stanley June 1995 - February 1999
Skills
Asset Allocation, Asset Managment, Mutual Funds, Wealth Management, Investments, Financial Advisory, Investment Management, Investment Strategies, Investment Advisory, Equities
Education
UC Davis
Bachelor of Arts (B.A.), International Relations
Dimensional Fund Advisors January 2012 - Present
Portello Winecafe January 2005 - Present
Chamberlain Financial Group October 2010 - December 2011
Saybrus Partners / Phoenix May 2008 - October 2010
Merrill Lynch June 2002 - September 2003
Prudential Financial February 1999 - June 2002
Morgan Stanley June 1995 - February 1999
Skills
Asset Allocation, Asset Managment, Mutual Funds, Wealth Management, Investments, Financial Advisory, Investment Management, Investment Strategies, Investment Advisory, Equities
Education
UC Davis
Bachelor of Arts (B.A.), International Relations
Ted Randall's Dimensional Fund Advisors Experience April 1996 - Present
Job Portfolio Manager and Vice President at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors April 1996 - Present
Skills
Investment Management, Asset Allocation, Equities, Portfolio Management, Asset Management
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
University of Southern California
Bachelor of Science (B.S.), Business Administration and Management, General
Dimensional Fund Advisors April 1996 - Present
Skills
Investment Management, Asset Allocation, Equities, Portfolio Management, Asset Management
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
University of Southern California
Bachelor of Science (B.S.), Business Administration and Management, General
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group