Dodge & Cox
Industry: Fund management company
DescriptionDodge & Cox® is an American mutual fund company, founded in 1930 by Van Duyn Dodge and E. Morris Cox, that provides professional investment management services. Assets under management: 297 billion USD (2017) Headquarters: San Francisco, CA CEO: Dana M. Emery (May 14, 2013–) Founded: 1930 Subsidiary: Dodge & Cox Funds Type of business: Privately held company (Employee stock ownership plan)
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Dodge & Cox Employees
Dodge & Cox May 2005 - Present
Pottery Barn Kids 1997 - 2000
Pottery Barn Kids 1997 - 2000
Education
UCLA 1991 — 1995
Bachelor, International Economics
Dodge & Cox September 1997 - Present
San Francisco Performances January 1990 - June 1995
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1997
MBA, Finance and Global Management
Dartmouth College 1984 — 1988
AB, Music and Mathematics
Wikia November 2014 - Present
GCL Solar Energy, Inc. June 2013 - August 2014
GCL Solar Energy, Inc. May 2011 - May 2013
GCL Solar Energy, Inc. March 2011 - May 2011
Christy Linn Events March 2008 - February 2011
Dodge & Cox February 2010 - December 2010
Stamen November 2009 - December 2009
Cole Haan May 2002 - December 2008
J. Crew September 2000 - January 2002
Skills
Event Planning, Fashion, Styling, Marketing, Customer Service, Event Management, Social Media Marketing, Project Management, Sales, Outlook, Program Management, Leadership, Management, Recruiting, Training, Social Media, Business Development, Advertising
Education
Syracuse University 1991 — 1995
BFA, Communications Design
California State University-East Bay 2007 — 2007
Wedding Coordinator Certificate program, Wedding Coordinator Certificate program
Pittsford Mendon High School 1988 — 1991
Google April 2014 - Present
Kenandy, Inc. December 2013 - March 2014
Kenandy, Inc. June 2012 - December 2013
Teach for America June 2010 - June 2012
Dodge & Cox June 2009 - August 2009
Goodby, Silverstein & Partners June 2008 - August 2008
Yelp 2007 - 2007
Skills
Social Media, Microsoft Office, Research, Cloud Computing, PowerPoint, Public Speaking, Marketing
Education
The Johns Hopkins University
Political Science, Entrepreneurship and Management
Phillips Academy Andover
MCDS
Dodge & Cox June 2014 - August 2014
Alpine Investors January 2014 - May 2014
Llenroc Capital LLC June 2013 - August 2013
GC Capital May 2012 - May 2013
Hooked Media Group January 2012 - May 2012
Skills
Equity Research, Financial Modeling, Market Research, Private Equity, Mandarin, Economics, Financial Analysis, Valuation, Microsoft Excel, PowerPoint, Microsoft Office
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Bachelor of Business Administration (B.B.A.)
University of California, Berkeley 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Torrey Pines High School 2007 — 2011
Loyola Marymount University September 2012 - Present
Dodge & Cox June 2015 - August 2015
Loyola Marymount University August 2014 - December 2014
DIRECTV June 2014 - August 2014
The Coca-Cola Company August 2013 - May 2014
Nordstrom May 2013 - August 2013
Skills
Event Planning, Social Networking, Social Media, Microsoft Excel, Time Management, PowerPoint, Outstanding..., Public Speaking, Microsoft Word, Proficient Typing Skills, Sports Marketing, Social Media Marketing, Organization, Sales, OneSource, Visio, Klout, Marketing, Leadership, Facebook, Customer Service, Advertising, 85 WPM
Education
Loyola Marymount University 2012 — 2016
English Capital Management 2015 - Present
Fiduciary Management, Inc. 2012 - 2014
Dodge & Cox 2010 - 2012
Skills
Financial Modeling, Strategic Planning, Venture Capital, Equities, Bloomberg, Equity Research, Valuation, Investments, Hedge Funds, Due Diligence, Private Equity, Corporate Finance, Investment Banking, Emerging Markets, Alternative Investments
Education
Stanford University
Economics, with Distinction
Columbia University - Columbia Business School
Value Investing Program
Dodge & Cox December 2013 - Present
Dodge & Cox June 2011 - November 2013
Education
Manhattanville College 2007 — 2011
Bachelor of Arts (B.A.), Finance, General
Alameda High School 2003 — 2007
High School
Goldman Sachs June 2015 - August 2015
Dodge & Cox June 2014 - August 2014
Middlebury College September 2013 - May 2014
Caldwell Securities, Inc. June 2012 - August 2013
Education
Middlebury College 2012 — 2016
BA, International Politics and Economics
Marin Academy High School 2008 — 2012
Columbia Business School August 2014 - Present
Voce Capital March 2014 - July 2014
Dodge & Cox September 2012 - September 2013
Dodge & Cox August 2010 - August 2012
Bank of America Merrill Lynch July 2009 - August 2010
The BearFund September 2008 - March 2009
Merrill Lynch June 2008 - August 2008
Skills
Equity Research, Private Equity, Financial Analysis, Valuation, Equities, Asset Management, Capital Markets, Due Diligence, Emerging Markets, Corporate Finance, Investment Banking, Bloomberg, Investments, Data Analysis, Financial Modeling
Education
UC Berkeley 2005 — 2009
BS in Business Administration & BA in Economics, Business Administration and Economics
Fifth Street Management LLC July 2014 - Present
Dodge & Cox July 2012 - May 2014
UC Berkeley September 2010 - August 2012
Bank of America Merrill Lynch June 2011 - August 2011
UBS October 2010 - February 2011
Skills
Financial Modeling, Valuation, Econometrics, Equity Research, Qualitative Research, Quantitative Analysis, Corporate Finance, Investments, Bloomberg Terminal, Fixed Income Analysis, Microsoft Office, Capital IQ, R Programming, SNL, FX, Emerging Markets, Mandarin, Research, Quantitative Analytics, Statistics, R
Education
University of California, Berkeley 2008 — 2012
B.A., Economics, Statistics, Chemistry (Triple Major)
Chengdu No.7 High School 2005 — 2008
Bank of America Merrill Lynch July 2015 - Present
Dodge & Cox June 2014 - January 2015
Fireman's Fund Insurance Company May 2013 - August 2013
Fireman's Fund Insurance Company May 2012 - August 2012
Skills
Team Leadership, Communication, Analytics, Time Management, Writing, Public Speaking, Organization, Microsoft Office, Social Media, PowerPoint, Insurance
Education
UC Berkeley Haas School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
BlackRock September 2015 - Present
iShares by BlackRock August 2013 - August 2015
NOVIM Group July 2013 - June 2014
Stanford Graduate School of Business November 2012 - January 2013
Stanford University September 2012 - January 2013
Dodge & Cox June 2012 - September 2012
Omidyar Network January 2012 - June 2012
Stanford Institute for Economic Policy Research June 2011 - September 2011
Booz Allen Hamilton March 2011 - June 2011
The William and Flora Hewlett Foundation June 2010 - September 2010
Skills
Research, Statistics, Stata, Data Analysis, Economics, Public Policy, Policy Analysis, Econometrics, International Relations, Non-profits, Microsoft Excel, PowerPoint, Microsoft Office, Analysis, Entrepreneurship, Financial Analysis, Editing
Education
Stanford University 2011 — 2013
M.P.P., Public Policy Analysis
Stanford University 2008 — 2012
Bachelor of Arts, Public Policy
Vacaville High School 2004 — 2008
Citadel LLC November 2014 - Present
Dodge & Cox August 2012 - October 2014
Bank of America Merrill Lynch June 2011 - July 2012
Revive Media September 2009 - July 2012
Wells Fargo 2010 - 2010
Skills
Investment Management, Valuation, Due Diligence, Financial Analysis, Equity Valuation, Financial Modeling, Corporate Finance, Asset Management, Portfolio Management, Alternative Investments, Entrepreneurship, Digital Media, International Investment
Education
New York University 2007 — 2011
BS, Finance, Entrepreneurship, Computer Science
CFA Program
Hotchkis and Wiley Capital Management September 2014 - Present
Dodge & Cox January 2013 - August 2014
BayStreet Research, LLC September 2012 - December 2012
Helvetia Versicherungen Schweiz May 2012 - August 2012
Education
University of California, Berkeley 2007 — 2013
Bandar Foods June 2015 - August 2015
Serena & Lily June 2015 - August 2015
Dodge & Cox June 2014 - August 2014
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Graphic Design, Visual Communication, Photoshop, Illustrator, InDesign
Education
University of Notre Dame 2013 — 2017
Bachelor's degree, Economics and Design
Dodge & Cox June 2015 - Present
East Oakland Youth Development Center June 2012 - Present
Wells Fargo June 2014 - August 2014
Pat Malley Fitness and Recreation September 2012 - January 2013
PwC July 2012 - July 2012
Aspire Public Schools January 2010 - June 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service
Education
Santa Clara University - Leavey School of Business 2012 — 2016
Lionel Wilson College Preparatory Academy 2008 — 2012
Project Wildcat September 2011 - June 2015
Ariel Investments June 2014 - August 2014
Educación Popular En Salud July 2013 - August 2013
Dodge & Cox June 2012 - August 2012
Skills
Research, Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media Marketing, Stata, Emerging fluency in..., Publicity, IT Operations, Organizational..., Health Education, Classroom Management, Performance Management, Performance Production
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Global Health
Redwood High School 2008 — 2011
Dodge & Cox Worldwide Investments Ltd. January 2010 - June 2012
Dodge & Cox February 2001 - January 2010
Miller Anderson & Sherrerd March 1987 - February 2001
Castle & Cooke, Inc. July 1974 - February 1987
Mountain View-Los Altos Union High School District September 1969 - August 1972
Skills
Investment Advisory, Client Development, Asset Management, Business Development, Mutual Funds, Training, Public Speaking, Financial Services
Education
Harvard Business School 1972 — 1974
Master of Business Administration (MBA), Finance and Marketing
Columbia University 1967 — 1969
Master of Arts (MA), Eastern European Studies and Education
Stanford University 1963 — 1967
Bachelor of Arts (AB), History
Adap.tv April 2013 - Present
Google August 2012 - April 2013
Dodge & Cox June 2012 - August 2012
UC San Diego Neurosciences Business Office March 2011 - June 2012
Skills
Google Docs, Budgets, Analysis, Program Management, Sales, Advertising, PowerPoint, Microsoft Word, Management, Data Analysis, Microsoft Excel, Social Media, Microsoft Office, Online Advertising, Salesforce.com, Analytics, Research, Event Planning, Marketing, Strategy, Social Media Marketing, Start-ups, Accounting
Education
University of California, San Diego 2009 — 2012
Bachelor’s Degree, Management Science and Accounting
Dodge & Cox June 2013 - Present
Dodge & Cox June 2011 - June 2013
Portfolio Advisors, LLC September 2010 - December 2010
Skills
Equities, Equity Valuation, Investment Banking, Portfolio Management, Hedge Funds, Capital Markets, Fixed Income, Asset Management, Investment Management, Alternative Investments, Data Analysis, Finance, Value Investing, Mutual Funds, DCF
Education
Brigham Young University 2005 — 2011
BS, Finance
TrueCar, Inc. July 2014 - Present
TrueCar, Inc. October 2013 - June 2014
Kurt Salmon August 2011 - September 2013
Ifeelgoods, Inc. January 2011 - June 2011
Dodge & Cox June 2010 - August 2010
Stanford Institute for Economic Policy Research October 2008 - June 2010
Stanford Graduate School of Business April 2009 - September 2009
Connection Newspapers June 2008 - August 2008
Skills
Excel, PowerPoint, Word, SPSS, Tableau, SQL, Java, Access, Microsoft Excel, Microsoft Word
Education
Stanford University 2007 — 2011
BA with Distinction, Economics, Minor in Management Science and Engineering, GPA: 3.9/4.0
Richard Montgomery HS International Baccalaureate Program 2003 — 2007
Rimon January 2015 - Present
Private Practice March 2014 - January 2015
Forward June 2013 - February 2014
Dodge & Cox February 2013 - June 2013
RS Investments December 2003 - March 2012
Charles Schwab Investment Management January 2002 - December 2003
Charles Schwab Investment Management July 1999 - January 2002
Shartsis Friese LLP December 1995 - July 1999
Skills
Investment Management..., Mutual Funds, Private Funds, Asset Management, Compliance, Securities, Hedge Funds, Alternative Investments, Mergers, Due Diligence, Investments, Corporate Governance, Securities Law, Equities, Investment Management, Fixed Income, Finance, Portfolio Management, Private Equity, Capital Markets, Financial Services, Management, Intellectual Property
Education
UC Berkeley, Boalt Hall School of Law
J.D.
UC Berkeley, Goldman School of Public Policy
M.P.P.
UC Berkeley
B.A., History
Harvard-Westlake School
Dodge & Cox November 2012 - Present
Mellon Capital Management May 2012 - October 2012
Putnam Investments November 2009 - May 2012
Putnam Investments November 2006 - October 2009
Investors Bank & Trust October 2005 - October 2006
Investors Bank & Trust October 2004 - September 2005
Skills
Bloomberg Terminal, SQL, Access, Excel, Quicken, Equities, Derivatives, Securities, Bloomberg, Investments, Corporate Actions, Bonds, Business Analysis, Fixed Income, Microsoft Excel, Financial Services, Fund Accounting, Market Data, Requirements Gathering, Trading, Investment Management, Trading Systems
Education
Stonehill College 2000 — 2004
Bachelors, Economics
Dodge & Cox August 2014 - Present
Barclays July 2013 - July 2014
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.Sc.), Finance, Statistics; Minor in Mathematics
The Hong Kong University of Science and Technology 2011 — 2011
Study Abroad
Stuyvesant High School 2005 — 2009
Dodge & Cox July 2012 - Present
Stanford Football Team August 2007 - January 2012
Merrill Lynch June 2011 - August 2011
Hopkins & Carley LLP May 2009 - July 2009
Skills
Financial Analysis, Financial Modeling, Data Analysis, Research, Public Speaking, Matlab, PowerPoint, Hedge Funds, Economics
Education
Stanford University 2011 — 2012
Master's degree, Management Science and Engineering
Stanford University 2007 — 2011
Bachelor of Arts (B.A.), Art History
Williams College 2006 — 2007
BA, Art History/Economics
University of Oregon Investment Group October 2013 - June 2014
Alain Pinel Realtors 2014 - 2014
Inter Fraternal Council February 2013 - December 2013
Dodge & Cox June 2013 - August 2013
Phi Kappa Psi Fraternity November 2011 - September 2012
RS Tennis Academy June 2010 - September 2012
Skills
Microsoft Excel, Social Networking, PowerPoint, Facebook, Event Planning, Teamwork, Team Leadership, Financial Analysis, Public Speaking, Microsoft Word, Social Media, Microsoft Office, Team Building, Customer Service, Fundraising, Word, DCF Valuation, Financial Statement..., Microsoft CRM
Education
University of Oregon 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance
Saint Ignatius College Preparatory 2006 — 2010
Hall Capital Partners LLC July 2015 - Present
Hall Capital Partners LLC January 2015 - July 2015
Hall Capital Partners LLC September 2012 - December 2014
Hall Capital Partners LLC June 2012 - August 2012
Bainbridge Capital February 2012 - June 2012
UCSD Crafts Center October 2009 - June 2012
Dodge & Cox June 2011 - August 2011
Morgan Stanley June 2010 - July 2010
Bank of the Orient June 2009 - September 2009
Education
University of California, San Diego 2008 — 2012
B.S., Management Science
Encinal High School 2004 — 2008
Starbucks September 2015 - Present
Dodge & Cox July 2014 - August 2015
Dodge & Cox July 2012 - July 2014
Bank of America Merrill Lynch June 2011 - August 2011
J.P. Morgan January 2011 - April 2011
University Venture Fund October 2010 - April 2011
Beneficial Financial Group September 2010 - December 2010
John Deere June 2010 - August 2010
Education
Brigham Young University 2007 — 2012
Master, Accounting
Dodge & Cox 1981 - 2009
Skills
Finance and Investments, Global Microfinance, Asset Management, Investments, Community Outreach, Strategic Planning, Fundraising, Nonprofits, Portfolio Management, Public Speaking, Investment Management, Equities, Strategy, Mergers & Acquisitions, Financial Modeling, Financial Analysis
Education
UCLA Anderson School of Management
Master of Business Administration (MBA), Finance
Pomona College
Bachelor's degree, German and International Relations
Dodge & Cox July 2013 - Present
TPG Capital July 2007 - July 2011
Goldman, Sachs & Co. 2005 - 2007
Skills
Corporate Finance, Financial Modeling, Valuation, Venture Capital, Private Equity, Investment Banking
Education
Harvard Business School 2011 — 2013
University of Pennsylvania - The Wharton School 2001 — 2005
BSc, Finance, Management and Marketing
Bank of America Merrill Lynch July 2014 - Present
Dodge & Cox June 2012 - August 2012
Evercore Partners February 2006 - June 2009
Skills
Derivatives, Financial Modeling, Due Diligence, Portfolio Management, LaTeX, Economics, Investment Banking, Valuation, Finance, Financial Markets, Statistics, Private Equity, Economic Research, Microeconomics, Equities, Public Policy, Corporate Finance, Capital Markets, Stata, Bloomberg, Equity Valuation, Eviews, Equity Research, Fixed Income, Mergers & Acquisitions, Econometrics, Spanish, Emerging Markets, Financial Analysis, Investments, Business Strategy, Macroeconomics, Business Valuation, Data Analysis, Latin America, Hedge Funds, Financial Structuring, Structured Finance
Education
Stanford University 2009 — 2014
Doctor of Philosophy (Ph.D.), Studies; Economics; Fields: Macro Finance, Public Finance
Instituto Tecnológico Autónomo de México 2002 — 2007
B.A, Economics
Oxford Institute 1999 — 2002
Capital Group August 2012 - Present
Dodge & Cox September 2008 - August 2010
Goldman Sachs July 2005 - August 2008
Education
Harvard Business School 2011 — 2012
Master of Business Administration (MBA)
University of Pennsylvania 2001 — 2005
BA, Economics
Dodge & Cox July 2010 - December 2011
Capital Counsel LLC May 2006 - July 2009
Bloomingdale's July 2005 - May 2006
Education
Colgate University 2001 — 2005
BA, Economics
Management Leadership for Tomorrow (MLT) July 2015 - Present
The Kraft Heinz Company July 2015 - Present
Management Leadership for Tomorrow June 2013 - Present
Tim Hortons June 2011 - Present
Dartmouth Afro-American Society June 2012 - June 2015
Green Corp$ March 2012 - May 2015
General Mills May 2014 - August 2014
Egon Zehnder January 2014 - March 2014
Dodge & Cox June 2013 - August 2013
Dartmouth College Track and Field June 2011 - June 2013
Skills
Brazilian Portuguese, French, Singing, Hip Hop, Long Jump, Leadership, Analysis, Higher Education, Customer Service, Qualitative Research, PowerPoint, CRM, Data Analysis, Research, Event Planning, Microsoft Office, Social Media, Tutoring, Community Outreach, Government, English, Social Networking, Microsoft Excel, Facebook
Education
Dartmouth College 2011 — 2015
Bachelor's degree, Portuguese Language and Literature
W. P. Carey Inc. July 2014 - Present
SMU Endowment January 2014 - June 2014
TPG Capital December 2012 - January 2014
Brand Protection Agency January 2011 - December 2012
Dodge & Cox May 2012 - August 2012
Skills
Valuation, Financial Modeling, Bloomberg, Data Analysis, Private Equity, Corporate Finance, Financial Analysis, Alternative Investments, Due Diligence, Microsoft Excel, Bloomberg Terminal, Financial Reporting, Financial Accounting, PowerPoint, TM1, CODA Financials
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Loot Crate 2015 - Present
Dodge & Cox 2013 - 2014
Citi 2011 - 2013
Education
University of California, Berkeley 2008 — 2011
B.A., Economics
Hahn Capital January 2014 - Present
Causeway Capital June 2012 - August 2012
Dodge & Cox April 2008 - July 2011
FactSet Research Systems July 2003 - March 2008
Skills
Financial Modeling, Equities, Valuation, Bloomberg, Equity Research, Investments, Emerging Markets, Due Diligence, Hedge Funds, Financial Analysis, Venture Capital, Portfolio Management, Strategy, Alternative Investments, Fixed Income
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (M.B.A.)
INSEAD (SG) 2013 — 2013
University of California, Berkeley 1999 — 2003
Bachelor of Science (B.S.)
Beijing Language and Culture University 2001 — 2001
Lowell High School 1995 — 1999
Dodge & Cox June 2003 - Present
Education
Temple University 1997 — 2001
BS, Biology
RichRelevance November 2013 - Present
RichRelevance January 2013 - Present
Pac-12 Enterprises November 2012 - January 2013
Dodge & Cox October 2011 - November 2012
Galileo Learning June 2010 - July 2011
Skills
Fine Art, Adobe Creative Suite, Agile Methodologies, Graphic Design, Marketing Communications, Management, Microsoft Office, Research, Non-profits, Paint, Corel Painter, Oil Painting, Scrum, Art, Charcoal Drawings, Nonprofits, Social Media, Illustrator, InDesign, Training, Photography, Media Planning, Wide Format Printing
Education
Academy of Art University 2006 — 2009
masters, fine arts
California State University-Chico 2000 — 2006
bachelors, fine arts
Andreessen Horowitz June 2015 - August 2015
Golden Gate Capital 2012 - 2014
The Boston Consulting Group 2010 - 2012
Goldman Sachs June 2009 - August 2009
SplashData September 2008 - December 2008
Dodge & Cox June 2008 - August 2008
Obama for America August 2007 - January 2008
The Oxford Investment Group-China June 2007 - August 2007
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Stanford University
B.S., Mathematics, GPA: 3.8/4.0
Detroit Country Day School
Dodge & Cox October 1986 - Present
Northern Trust September 1984 - September 1986
Education
Dartmouth College 1980 — 1984
BA, Religion
National Football League August 2012 - Present
National Football League July 2010 - August 2012
SandlotCrowd, Inc. May 2009 - May 2010
Wexler & Walker Public Policy Associates September 2008 - December 2008
Glam Media May 2008 - August 2008
Dodge & Cox May 2007 - August 2007
Skills
Sports, Digital Media, Sponsorship, Social Media Marketing, Marketing, Sports Management, Sports Marketing, Advertising, Strategy, Social Media, Strategic Partnerships, Business Development, Digital Marketing, Social Networking, Integrated Marketing, Event Management, Digital Strategy
Education
Claremont McKenna College 2006 — 2010
BA, Government & Leadership
San Francisco University High School 2002 — 2006
Cathedral School For Boys 1993 — 2002
SMR - Consulting Group December 2012 - Present
La Jolla Country Day School August 2009 - Present
KSDS Jazz 88.3 FM July 2009 - Present
Project Mexico April 2010 - December 2012
Dodge & Cox August 2007 - January 2009
Sony Computer Entertainment America September 1997 - June 2007
Skills
Excellent written and..., Multi-task, Tech Savvy, Commitment to quality, Microsoft Office, Lotus Notes, Sharepoint, Able to maintain..., Flexible, Able to interface with..., Database Specialist, Confidentiality, Commitment to Quality, Interpersonal..., Public Relations, Social Media, SharePoint, Research, Fundraising, Licensing, Data Analysis, Policy, Strategic Planning, Project Management, Event Planning, Non-profits, Public Speaking, Social Networking, Contract Management, Process Scheduler, Marketing Strategy, Management, Administrative..., Salesforce.com, Editing, Community Development, Customer Service, International Relations, Negotiation, Marketing, Time Management, Event Management, Nonprofits, Training, Leadership, Community Outreach, Volunteer Management
Education
California State University-East Bay
MPA, Masters in Public Administration
La Jolla Country Day School
High School
University of San Francisco
BA, Communications
J. Goldman & Co., L.P. April 2015 - Present
Dodge & Cox June 2014 - August 2014
Meson Capital Partners LLC May 2013 - August 2013
Skills
Microsoft Excel, Russian, PowerPoint, Microsoft Word, Valuation
Education
Cornell University 2012 — 2015
Bachelor's degree, Applied Economics and Management with Finance Concentration
VMTurbo April 2015 - Present
VMTurbo January 2015 - March 2015
Egon Zehnder June 2014 - October 2014
Dodge & Cox June 2013 - August 2013
Dartmouth Green Key Junior Honors Society September 2012 - June 2013
Climate Institute January 2013 - April 2013
The Island School June 2011 - August 2011
Wellfleet Recreation Department June 2009 - August 2009
European Climate Foundation June 2009 - July 2009
Skills
Virtualization, Sales, IT Strategy, Spanish, Social Media, PowerPoint, VMware, Hyper-V, Red Hat Linux, VMTurbo, LinkedIn Recruiter, Recruiting, Editing, PADI Divemaster, Microsoft Word, Microsoft Excel, Lifeguarding, Wilderness First Aid, Rescue Diver, Microsoft Office, Leadership, Public Speaking, Research, Hybrid Cloud, Storage Virtualization, Google Docs, Cloud Computing IaaS, OpenStack
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), History, 2014
THE BRANSON SCHOOL 2006 — 2010
THE ISLAND SCHOOL 2009 — 2009
Boeing April 2015 - Present
Boeing August 2011 - April 2015
Dodge & Cox June 2010 - September 2010
GSA June 2009 - December 2009
Guardian Realty/Guardian Funding June 2007 - September 2009
Wells Capital Management June 2008 - September 2008
Vector Marketing June 2007 - September 2007
Skills
Estimating, Corporate Finance, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Marketing, Investments, Customer Service, Competitive Analysis, Sales, Economics, Business Analysis, Equities, Finance, Strategy, Credit, Due Diligence, Government, Database Administration, Real Estate, Retail, Contract Management, Bonds, Telephone Skills, Networking, Japanese, Project Management, Leadership, Financial Analysis, Data Analysis, Analysis, Management, Financial Modeling, Project Planning, CRM, Risk Management, Access, Process Improvement, Forecasting, Time Management, Budgets, Cross-functional Team..., Business Development, Event Planning, Program Management
Education
Seattle University 2015 — 2016
Certificate, Finance (Concentration in Investments)
Executive Development Institute 2014 — 2014
Certificate of Completion
Albers School of Business, Seattle University 2007 — 2011
Bachelor of Arts, Business Administration International Business
Seattle University 2007 — 2011
BA, International Business
Saint Ignatius 2003 — 2007
High School Diploma, High School/Secondary Diplomas and Certificates
Saint Mary's College of California August 2012 - Present
Catholic Youth Organization (CYO) November 2010 - Present
Dodge & Cox June 2015 - August 2015
David Salyer Construction May 2011 - May 2015
Saint Ignatius College Prep June 2009 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Customer Service, Social Media, Public Speaking, Research, Teamwork, Time Management, Facebook, Photoshop, Social Networking, Higher Education, Sports, Coaching, Financial Analysis, Budgets, Photography, Leadership, Salesforce.com, Data Analysis, Public Relations, Social Media Marketing, OS X, Windows, Tutoring, Leadership Development, Project Planning, Team Leadership
Education
Saint Mary's College of California 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Saint Ignatius College Prep 2008 — 2012
The Clorox Company April 2014 - Present
The Clorox Company September 2012 - April 2014
The Clorox Company January 2011 - September 2012
The Clorox Company January 2010 - December 2010
Dodge & Cox June 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Forecasting, Microsoft Word, Teamwork, Microsoft Office, Customer Service, Financial Reporting, Variance Analysis, SAP, Hyperion Enterprise, Essbase, Research, Financial Modeling, Accounting, Cost Accounting, Sarbanes-Oxley Act, Budget, Budgets, Data Analysis, Process Improvement, US GAAP, Analysis, Income Statement, Financial Accounting, Account Reconciliation, Consolidation, Corporate Finance, Financial Forecasting
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
BS, Finance and Accounting
Banyan Water November 2013 - December 2013
Freelance Consulting January 2012 - May 2013
Gatsby Foundation April 2011 - September 2011
Dodge & Cox July 2007 - June 2010
The Lucas Group September 2005 - February 2007
Skills
Value Investing, Impact Investing, Management Consulting, Non-profits, Financial Modeling, Valuation, Due Diligence, Investments, Equity Research, Financial Analysis, Business Strategy, Equities, Strategy, Public Speaking, Business Analysis, Program Management, Nonprofits, Business Development, Finance, Business Planning, Mutual Funds, Corporate Development, Mergers & Acquisitions
Education
London Business School 2010 — 2012
MBA
University of Pennsylvania 2001 — 2005
B.A. with High Honors and Distinction, Magna Cum Laude, Developmental Politics
Dodge & Cox April 2013 - Present
Goldman Sachs July 2003 - June 2008
Education
Harvard University 2008 — 2013
PhD, Business Economics
Harvard University 2008 — 2011
AM, Business Economics
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA
Brigham Young University 1997 — 2003
BA, Math and Economics
Dodge & Cox 2015 - 2015
Dodge & Cox 2015 - 2015
Del Monte Foods, Inc. September 2014 - November 2014
University of the Pacific August 2012 - December 2013
Fiscalini Farmstead Cheese Company June 2013 - August 2013
San Franola, Inc. April 2010 - July 2011
MyNewPlace September 2008 - October 2009
MyNewPlace February 2008 - August 2008
The Campus Kitchens Project September 2006 - January 2008
Amigos de las Americas 2006 - 2006
Skills
PowerPoint, Microsoft Office, Problem Solving, Social Media, SEO, Google Analytics, Social Media Marketing, Microsoft Excel, WordPress, Nonprofits, Consumer Products, Salesforce.com..., Adobe Acrobat, Pagemaker, SnagIt, FileMaker, Dropbox, smartftp, JIRA, Animoto, Roxio, StrongMail, Constant Contact, Fishbowl, Shopper Marketing, Management, Public Speaking, Leadership, Event Planning, Data Analysis, Program Management
Education
Eberhardt School of Business, University of the Pacific 2012 — 2013
Master of Business Administration, Marketing and Management
Gonzaga University 2001 — 2005
Bachelor, Arts & Sciences, Latin American Studies
Universidad Nacional 2004 — 2004
Beneficial Financial Group September 2015 - Present
Ladenburg Thalmann May 2015 - August 2015
Battery Ventures January 2015 - April 2015
Brigham Young University September 2013 - April 2015
Brigham Young University October 2014 - December 2014
Dodge & Cox May 2014 - August 2014
BYU Radio June 2013 - April 2014
Core Enterprises, Inc. May 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints February 2010 - December 2011
Skills
Ballroom Dance, Public Speaking, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Leadership, Research, Teaching, Microsoft Office, Social Media, Customer Service, Economics, Management, Theatre, Finance, People Skills
Education
Brigham Young University 2008 — 2015
BA, Economics, 3.92/4.0 GPA
Dodge & Cox September 2014 - Present
Dodge & Cox July 2012 - September 2014
Dodge & Cox December 2011 - January 2012
Swarthmore College January 2010 - December 2011
Dodge & Cox May 2011 - August 2011
Dodge & Cox December 2010 - January 2011
Mark Horton / Architecture May 2008 - August 2008
Skills
AS400 system, SharePoint, Microsoft Office, PowerPoint, Microsoft Excel, Economics, Research, Bloomberg, Microsoft CRM, Microsoft Word, Corporate Finance
Education
Swarthmore College 2008 — 2012
Bachelor of Arts (B.A.), Biology (Major), Psychology (Minor)
Wilbur-Ellis Company September 2014 - Present
Dodge & Cox March 2012 - September 2013
City National Bank January 2008 - July 2009
Oppenheimer & Co. Inc. August 2005 - September 2006
RBC January 2004 - November 2004
UBS July 2000 - October 2003
Bear Stearns & Company April 1996 - July 2000
Skills
Portfolio Management, Equities, Investments, Financial Services, Finance, Banking, Mutual Funds, Client Services, Securities, Fixed Income, Asset Management
Education
Santa Monica College 2007 — 2009
Economics/Business
Long Beach City College 2006 — 2007
Business Administration and Management, General
Whittier High School 1985 — 1989
High School
Dodge & Cox July 2015 - Present
Janus Capital Group June 2014 - October 2014
Newmont Mining Corporation June 2013 - August 2013
The Denver 100 September 2011 - June 2013
Education
University of Denver - Daniels College of Business 2011 — 2015
Denver, CO
Universidade Católica Portuguesa 2013 — 2014
Lisbon, Portugal
Westside High School 2007 — 2011
Omaha, Nebraska
Dodge & Cox February 2015 - Present
Pacific Gas and Electric Company June 2014 - August 2014
Social Entrepreneurship and Political Activism May 2013 - August 2013
Independent Tennis Coach 2009 - 2013
Segal Family Foundation/B & D Holdings September 2011 - November 2011
Pacific Gas and Electric Company June 2011 - August 2011
Skills
Social Media, Event Planning, Social Media Marketing, Public Speaking, Social Networking, Fundraising, Microsoft Excel, PowerPoint, Facebook, Microsoft Office, Research, Editing, Nonprofits, Blogging, Community Outreach, Spanish, Leadership, Microsoft Word, Customer Service, Teaching, Strategy, Training
Education
Skidmore College 2010 — 2014
Bachelor of Science (B.S.), Business and Management
Skidmore College 2010 — 2014
Bachelor of Arts (B.A.), French Language and Literature
Massachusetts Institute of Technology (MIT) September 2015 - Present
Veracity Worldwide September 2012 - April 2014
Crowell & Moring LLP August 2011 - September 2012
Woodrow Wilson Center May 2011 - January 2012
START, Department of Homeland Security July 2010 - June 2011
Wesleyan University September 2009 - June 2011
U.S. Department of State June 2010 - August 2010
San Francisco Office of the Public Defender May 2009 - August 2009
Dodge & Cox June 2007 - August 2007
Education
Wesleyan University 2008 — 2011
Bachelor of Arts, Government
University of California, Los Angeles 2007 — 2008
McChrystal Group April 2014 - Present
World Economic Forum 2011 - Present
Redwall Advisors March 2014 - Present
ReelSurfer March 2008 - March 2014
DRW Trading Group July 2007 - September 2007
Dodge & Cox July 2006 - September 2006
Skills
Video, New Media, Content Management, Consumer Internet, Leadership, WordPress, Multimedia, Entrepreneurship, Nonprofits, Public Relations, Start-ups, Facebook, Social Media, User Interface Design, Mobile Applications, Mobile Devices
Education
Stanford University 2004 — 2008
Bachelor's Degree, Management Science & Engineering
Dodge & Cox July 2015 - Present
Credit Suisse July 2013 - June 2015
5STONES Holdings, LLC January 2013 - May 2013
Credit Suisse June 2012 - August 2012
Merrill Lynch January 2012 - June 2012
Scottrade March 2011 - January 2012
Backyard Laser Tag Co. December 2008 - January 2011
Red Door Company May 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Finance, Portfolio Management, Due Diligence, Analysis, Equity Research, Market Research, Management, Microsoft Excel, PowerPoint, Real Estate, Bloomberg
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance and Management
Sansome Partners 2011 - Present
Dodge & Cox 2014 - 2014
The Blackstone Group 2009 - 2011
Education
Stanford Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of California, Berkeley 2005 — 2009
Bachelor of Science (B.Sc.)
Dodge & Cox August 2011 - Present
eVestment Alliance June 2007 - August 2011
Assent Trading May 2006 - April 2007
Skills
Excel, Access, Databases, Analytics, CRM, Microsoft Excel, Client Services
Education
Haslam College of Business at the University of Tennessee 2002 — 2006
BS, Finance, Information Sciences
Wells Fargo October 2014 - July 2015
Wells Fargo July 2013 - January 2015
Wells Fargo March 2013 - July 2013
Wells Fargo September 2010 - February 2013
Dodge & Cox June 2009 - September 2009
Forward June 2008 - September 2008
Willow Creek Capital June 2007 - September 2007
Skills
Analysis, Credit, Financial Modeling, Due Diligence, Finance, Valuation, Research, Market Research, Competitive Analysis, Credit Analysis, Financial Analysis, Investments, Mergers & Acquisitions, Underwriting, Management
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, San Diego 2006 — 2010
Bachelor of Science (B.S.), Management Science Honors with Highest Distinction
University of California, San Diego 2006 — 2010
Bachelor of Arts (B.A.), European History
Saint Ignatius College Prep 2002 — 2006
Dodge & Cox October 2012 - Present
RS Investments November 2011 - October 2012
Glass, Lewis & Co., LLC August 2005 - November 2011
Skills
Project Management, Financial Services, Marketing Communications, Marketing, Salesforce.com, Investments, Marketing Strategy, Public Relations, Research, Corporate Communications, CRM, Analytics, Email Marketing, Management
Education
Loyola Marymount University 2001 — 2005
BA, Communications, Business
Dodge & Cox September 2014 - Present
Expedia, Inc. March 2013 - August 2014
Bloomberg June 2011 - November 2012
Bloomberg June 2010 - August 2010
ASOS January 2010 - April 2010
Topwater Investment Management, LLC June 2009 - August 2009
Skills
Microsoft Excel, Financial Analysis, Bloomberg Terminal, PowerPoint, Bloomberg, Microsoft Office, Finance, Accounting, Social Media, Customer Service, Microsoft Word, Data Analysis, Fixed Income, Equities, Portfolio Management, Trading
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Finance & Accounting
City University London 2010 — 2010
Bachelor of Science in Business, Finance
Merrill Lynch February 2015 - Present
Stonegate Financial Group April 2014 - January 2015
Miller Russell Associates January 2013 - March 2014
Vanguard October 2011 - January 2013
Vanguard July 2010 - September 2011
Vanguard May 2009 - July 2009
Dodge & Cox June 2008 - August 2008
Parnassus Investments June 2007 - August 2007
Skills
Spanish, Excel, French, Word, Microsoft Office, PowerPoint
Education
UCLA Extension 2014 — 2015
Certificate in Personal Financial Planning
Harvard University 2006 — 2010
B.A., Psychology, Spanish
CommonWealth Coffeehouse & Bakery July 2014 - Present
Dan&Camp Consulting July 2013 - Present
Teaching Assistant Program in France USA September 2012 - April 2013
Dodge & Cox May 2012 - July 2012
U.S. Embassy June 2011 - July 2011
John Goodwin Tower Center for Political Studies August 2010 - December 2010
SMU Big Ideas Grant April 2009 - February 2010
Skills
Spanish, French, Arabic, Equities, Investments, Financial Analysis, Securities, Fixed Income, PowerPoint, Microsoft Excel, Research, Economics, Teaching, Translation, English, Nonprofits, Leadership, Editing, Teamwork, Public Speaking, Strategic Consulting, Fundraising, Management Consulting, Community Outreach, Community Engagement, Derivatives, Event Planning, Analysis, Qualitative Research, Data Analysis, International Relations, Strategy, Social Networking, Strategic Communications, Market Research
Education
Southern Methodist University 2008 — 2012
B.A. Political Science; B.S. in Economics with Finance, Economics with Finance Applications and Political Science
IES Study Abroad Nantes, France 2011 — 2011
French Language and Literature
Antonian College Prep 2004 — 2008
St. George Episcopal 1999 — 2004
Elementary and Middle School
Wayfarer 2013 - 2014
Dodge & Cox 2009 - 2013
Dodge & Cox June 2008 - August 2008
UC Berkeley January 2008 - May 2008
Skills
Data Analysis, R, Python, Data Science, Statistics, Machine Learning, Design of Experiments
Education
UC Berkeley School of Information 2015 — 2016
Master of Information and Data Science
University of California, Berkeley 2005 — 2009
BS, Chemical Engineering, Highest Honors
Dodge & Cox June 2015 - Present
Embassy of the United States January 2015 - Present
Sea Education Association September 2014 - December 2014
The Representation Project October 2013 - December 2013
Transmedia Capital September 2013 - December 2013
National Outdoor Leadership School June 2011 - July 2011
Skills
Microsoft Office, Social Media, Interpersonal..., Research, Interpreting Data, Customer Service, Public Speaking, Leadership, Cultural Awareness, English, PowerPoint, Microsoft Excel, Social Media Marketing, WordPress, Microsoft Word, Sales
Education
Vanderbilt University 2015 — 2017
Bachelor’s Degree, Economics
Dartmouth College 2012 — 2014
Bachelor of Arts (BA)
Marin Academy 2008 — 2012
High School Diploma
American School of Paris 2009 — 2010
Dodge & Cox October 2014 - Present
Minami Tamaki LLP July 2011 - September 2014
GBR Consulting 2011 - September 2014
Scott Cole & Associates April 2008 - July 2011
Scott Cole & Associates, APC July 2006 - April 2008
Goldstein Demchak Baller Borgen & Dardarian April 2004 - July 2006
Skills
Litigation, Legal Research, Civil Litigation, Commercial Litigation, Litigation Support, Statistical Data..., MS Excel Pivot Tables, Legal Writing, Excel Pivot, Data Analysis, Microsoft Excel, Class Actions, Document Review, Corporate Finance, Trials, Pleadings, Pivot Tables, Competition Law, Legal Documents, Legal Issues, Personal Injury, Salesforce.com, SSPS, Securities Litigation, Financial Modeling, Financial Analysis, Financial Services, Banking Law, Business Strategy, Strategic Planning, Strategic Financial..., Due Diligence, Litigation Consulting, Litigation Management, Life Insurance, Product Liability, Courts, Employment..., Legal Assistance, ProLaw, Torts, Westlaw, Intellectual Property, Lexis, Depositions, Immigration Law, Employment Law, LexisNexis
Education
University of California, Davis - Graduate School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Finance, Strategy
TH!NKdeal Training 2015 — 2015
TH!NKdeal Certification, Finance, General
U.C. Berkeley Extension 2009 — 2011
Certificate in Accounting, Specialization in Accounting for Financial and Business Analysts, Awarded with Distinction
St. Mary's College of California 2003 — 2006
BA, Law Studies, Business Law Concentration
Saint Mary's College of California 2003 — 2005
Paralegal Certificate, Paralegal Studies
BlackRock August 2011 - March 2013
Dodge & Cox April 2007 - August 2011
Crosslink Capital September 2001 - August 2006
Pacific Coast Stock Exchange-Options Floor August 1995 - May 1999
Skills
Equities, Bloomberg, Hedge Funds, Business Development, Strategy, Fixed Income, Financial Modeling, Asset Management, Investments, Portfolio Management
Education
Saint Mary's College of California 2014 — 2015
Master of Science (M.S.), Financial Analysis and Investment Management
University of San Francisco 1999 — 2001
BA, Economics
Cerberus Capital Management July 2015 - Present
Greenhill & Co. July 2012 - June 2015
Dodge & Cox June 2011 - August 2011
Hangzhou New Oriental School June 2010 - August 2010
Education
University of Texas 2008 — 2012
Bachelor of Business Administration (BBA), Finance
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Dodge & Cox September 2013 - Present
Charles River Associates March 2013 - September 2013
Charles River Associates August 2011 - March 2013
Starcom MediaVest Group June 2010 - August 2010
Tianyin Law Firm June 2009 - August 2009
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Bloomberg, Capital IQ, Valuation Modeling, Pratt's Stats, Ibbotson, Depositions, Accounting Research, Precedent Transactions, Comparable Analysis, Microsoft Word, Photoshop, Illustrator, Economics, Bloomberg Terminal, Business Valuation, Financial Modeling, Financial Accounting, Valuation, Due Diligence, Mandarin, Data Analysis, Corporate Finance
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (BSc), Accounting, Finance, and International Business
Rouen Business School / ESC Rouen 2010 — 2010
Bachelor of Science (BSc), Accounting and Finance, International Business
Morgan Stanley July 2003 - April 2015
Dodge & Cox May 2002 - August 2002
Microsoft January 2001 - July 2001
GE May 2000 - August 2000
Skills
Portfolio Management, Investments, Financial Modeling, Capital Markets, Valuation, Fixed Income, Management, Investment Banking, Equities, Finance, Derivatives, Financial Markets, Loans, Credit Risk, Venture Capital, Analysis, Risk Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance, Law and Business
Penn State University 1998 — 2003
BS, Finance and International Business
Saint Xavier High School
Dodge & Cox May 2005 - Present
Telegraph Hill Investment Counsel 1997 - 2005
Mellon Private Asset Managment 1992 - 1998
Charles Schwab 1992 - 1992
Skills
Equities, Investment Management, Portfolio Management, Financial Analysis, Asset Management, Equity Research, Asset Allocation, Alternative Investments, Mutual Funds, Investments, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1988 — 1990
Master of Business Administration (MBA)
University of Delaware 1980 — 1984
Bachelor of Science (BS), Finance, General
Penncrest HS
Lone Fox Charters July 2014 - August 2014
START Leadership May 2014 - June 2014
Dodge & Cox June 2013 - August 2013
Roughing It Day Camp June 2012 - August 2012
Ralph Lauren June 2011 - August 2011
Education
Haverford College 2011 — 2015
Psychology
Danish Institute for Study Abroad
Positive Psychology, Innovation Through Design Thinking
Saint Ignatius College Prep 2007 — 2011
Wells Fargo 2012 - Present
Dodge & Cox 2008 - 2012
Charles Schwab 2000 - 2008
Towers Watson 1997 - 1999
The 3DO Company 1996 - 1997
Skills
Mutual Funds, Editing, Writing, Separate Accounts, Retirement, Equities, Asset Management, Investments, Research
Education
Yale University 1999 — 2001
MBA, Finance
Brown University 1989 — 1993
AB, Women's Studies
King & Spalding June 2014 - Present
Russell Mays and Associates May 2012 - June 2014
Fulton County Landlord/Tenant Mediation Program August 2011 - July 2012
Dodge & Cox May 2011 - July 2011
Dodge & Cox May 2011 - July 2011
Georgia Lawyers for the Arts January 2011 - May 2011
Lathrop & Gage LLP May 2006 - July 2009
Skills
Litigation, Microsoft Office, Legal Research, Legal Writing, Commercial Litigation, Civil Litigation, Westlaw, Criminal Law, Mediation, Corporate Law, Courts, Intellectual Property
Education
Emory University School of Law 2009 — 2012
Doctor of Law (JD)
University of Southern California 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Andover
Andover
Andover
Dodge & Cox November 2010 - Present
Dodge & Cox January 2010 - November 2010
Dodge & Cox June 2009 - August 2009
Dodge & Cox June 2008 - August 2008
Skills
Mutual Funds, Shareholder Services, Manage Client..., Internships, Value Investing, Mutual Fund Servicing, IRAs, Hiring, Recruiting, Expense Management, Separately Managed..., SharePoint, LDRPS, Microsoft CRM, Microsoft Office, DST, Proxy Voting, Microsoft Excel, Event Planning, Public Speaking
Education
Grove City College 2006 — 2009
Bachelor's Degree, Business Marketing Management with a minor in Economics
Miramonte 2002 — 2006
FICO 2013 — 2016
The Parthenon Group 2011 — 2013
Manning & Marder Kass, Ellrod, Ramirez 2009 — 2011
Dodge & Cox 2008 — 2009
Krieg, Keller, Sloan, Reilley and Roman LLP 2006 — 2008
O'Connell and Associates 2004 — 2006
Brayton Purcell 2002 — 2004
Granite Construction, Inc. 2016 — Present
Skills
Executive..., Office Management, Legal Research, Human Resources, Westlaw, Legal Assistance, Intellectual Property, Wordperfect, Training, PowerPoint, Litigation, Outlook, Adobe Acrobat, Project Management, Board Relations, Strategy, Microsoft Excel, Event Planning, Access, Microsoft Word, Mergers & Acquisitions, Civil Litigation, Hiring Personnel, Business Development, Public Speaking, Trials, Corporate Law, Contract Negotiation, Strategic Planning, College Recruiting, Recruitment Training, Corporate Relocation, Benefits Negotiation, Corporate Events, Legal Compliance, Excel, Timeslips, Vendor Management, Inventory Management, Corporate Social..., Personnel Matters, Accounts Payable, Employment Law..., Word, Terminations, Lease Negotiations, Notary Public, Organization, Operations Management, Board of Directors
Education
University of California, Santa Barbara 2000 — 2002
Bachelor of Arts, English
Tulane University 1998 — 1999
French and Theatre Arts
Dodge & Cox April 2002 - Present
Epoch Partners July 2000 - August 2001
Skills
Equity Research, Valuation, Equities, Investments, Financial Modeling, Hedge Funds, Alternative Investments, Financial Analysis, Bloomberg
Education
Harvard University 1995 — 1999
Applied Math and Economics
Dodge & Cox 2009 - Present
Column A September 2006 - August 2009
Charles Schwab March 2006 - September 2006
Brandes Investment Partners February 2005 - March 2006
MyVest October 2002 - August 2004
Deloitte Consulting September 2000 - October 2002
Skills
Fixed Income, Financial Services, Oracle, Data Warehousing, Portfolio Management, Financial Data..., Data Governance, Data Operations, Bond Pricing, Accounting System, SSRS, Databases, Investments, ETL, SharePoint, Trading Systems, Equities, Hedge Funds, Business Intelligence, Business Analysis, Strategy, Alternative Investments, Bloomberg, Asset Management, SDLC, Derivatives, Mutual Funds, Securities, Investment Management
Education
Lehigh University
BS, Computer Engineering
Angeles Partners September 2011 - Present
Capital Research Global Investors September 2009 - September 2011
Dodge & Cox June 2008 - October 2008
Standard Pacific Capital November 2004 - June 2007
Rustic Canyon Partners June 2002 - November 2004
Education
Stanford University Graduate School of Business 2007 — 2009
Harvard University 1997 — 2002
A.B., Math
Dodge & Cox September 2008 - Present
Harvard Business School September 2006 - June 2008
Dodge and Cox June 2007 - August 2007
Goldman Sachs July 2002 - March 2006
Education
Harvard Business School 2006 — 2008
MBA
Dartmouth College 1998 — 2002
ZEFR October 2014 - Present
ZEFR April 2014 - October 2014
DanceOn February 2013 - February 2014
MUBI August 2011 - September 2011
Universal Pictures June 2011 - August 2011
Warner Bros. Entertainment June 2010 - September 2010
Dodge & Cox August 2007 - March 2010
Citi July 2005 - July 2007
Skills
Financial Modeling, Business Strategy, Strategy, Valuation, Financial Analysis, Venture Capital, Corporate Development, Start-ups, Business Development, Entrepreneurship, Equity Research, Competitive Analysis, Mergers & Acquisitions, Strategic Partnerships, Analytics, Market Analysis, Research, Microsoft Excel, Corporate Finance, Due Diligence, Excel, Market Research, Emerging Markets, Private Equity, Management Consulting, Investments, Internet Strategy, Mergers, Strategic Consulting, SQL
Education
Stanford University Graduate School of Business 2010 — 2012
MBA, Media & Entertainment
University of Pennsylvania 2001 — 2005
Bachelor’s Degree, Economics / International Studies, GPA: 3.78
North End HealthCare 2014 - Present
San Antonio Children's Surgical June 2014 - Present
North End HealthCare April 2014 - Present
Dodge & Cox 2010 - 2012
Goldman Sachs 2008 - 2010
Goldman Sachs 2007 - 2007
White House Council of Economic Advisers 2007 - 2007
Skills
Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Investments, Private Equity, Equities, DCF, Economics, Financial Analysis, Finance, Networking, Venture Capital, Capital Markets, Securities, Bloomberg
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Brigham Young University 2002 — 2008
Bachelor of Arts (B.A.)
Maple Food Co. August 2015 - Present
Yodle September 2014 - August 2015
FoodCorps March 2014 - September 2014
FoodCorps June 2013 - March 2014
CI Capital Partners August 2011 - February 2013
Harvest Restaurant June 2011 - July 2011
Dodge & Cox June 2010 - August 2010
GTCR Golder Rauner July 2007 - July 2009
JPMorgan June 2005 - June 2007
Skills
Valuation, Due Diligence, Investments, Equities, Asset Management, Finance, Credit Analysis, Credit, Analysis, Private Equity, Financial Modeling, Venture Capital, Investment Banking, Corporate Development, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Capital Markets, Entrepreneurship, Strategy
Education
Harvard Business School 2009 — 2011
MBA, General Management
University of Pennsylvania 2003 — 2005
Master of Govermental Administration, State and Local Government
University of Pennsylvania 2001 — 2005
BA, Mathematics, Economics, Summa Cum Laude
TPG Capital May 2014 - Present
Dodge & Cox September 2011 - April 2014
Farallon Capital Management January 2007 - August 2011
Norodin 2006 - 2007
JPMorgan Chase & Co. 1997 - 2005
Skills
Portfolio Management, Mutual Funds, Bonds, Financial Modeling, Financial Analysis, Hedge Funds, Economics, Bloomberg, Emerging Markets
Education
Harvard University 1991 — 1996
ESPCM
Tiger Global Management June 2014 - August 2014
Dodge & Cox January 2011 - July 2013
The Boston Consulting Group September 2008 - December 2010
The Boston Consulting Group June 2007 - August 2007
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts with Distinction, History
Harvard-Westlake 1998 — 2004
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
Dodge & Cox June 2000 - September 2012
PwC 1997 - 2000
State Street Corp. 1994 - 1997
Education
University of Massachusetts at Amherst - Isenberg School of Management 1988 — 1992
Bachelor of Science (BS), Accounting
Dodge & Cox August 2010 - Present
BlackRock October 2000 - April 2009
Lazard Asset Management 1997 - 2000
UBS Global Asset Management 1996 - 1997
Salomon Brothers Asset Management 1994 - 1996
Skills
Asset Management, Portfolio Management, Investments, Mutual Funds, Fixed Income, Hedge Funds, Asset Managment, Equities, Alternative Investments
Education
Fordham University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Dodge & Cox March 2013 - Present
Skills
Asset Managment, Asset Allocation, Equity Research, Portfolio Management, Valuation, Equities, Fixed Income, Investments, Alternative Investments, Investment Management, Bloomberg, Investment Strategies, Mutual Funds, Wealth Management, Investment Advisory, Wealth Management..., Asset Management
Education
University of California, Davis 2004 — 2008
B.S, Managerial Economics
American University of Paris 2006 — 2006
Dodge & Cox 2002 - Present
Visible Markets April 2000 - September 2001
Mellon Capital Management 1998 - 2000
BARRA 1995 - 1998
Mattel Inc. 1994 - 1995
Big Idea Music Productions 1992 - 1994
Ford Aerospace 1983 - 1990
Skills
Fixed Income, Portfolio Management, Hedge Funds, Equities, Asset Managment, Bloomberg, Equity Research, Derivatives, Alternative Investments, Capital Markets, Investments, Valuation, Asset Allocation, Trading Systems, Emerging Markets, Investment Management
Education
The University of Chicago - Booth School of Business 1990 — 1992
MBA, Finance, Strategy
University of Arizona
BS, Electronic Engineering
Dodge & Cox June 2012 - Present
Sanford C. Bernstein September 2010 - April 2012
Fidelity Investments June 2010 - August 2010
Skills
Equity Valuation
Education
Harvard University 2006 — 2010
A.B., Mathematics
Monta Vista High School 2006 — 2010
Dodge & Cox August 2014 - Present
Lawrence Berkeley National Laboratory June 2013 - August 2014
AT&T AdWorks May 2011 - June 2013
Fieldston Properties March 2007 - August 2011
Suburbia Roller Derby January 2009 - January 2010
Skills
Editing, Copywriting, Marketing, Photoshop, Creative Writing, Public Speaking, Microsoft Office, Tech-savvy, Administrative Functions, Human Resources, Office Management, Event Planning, Administrative..., Advertising, Management, PowerPoint
Education
Hampshire College 1988 — 1993
Bachelor of Arts
Dodge & Cox September 2011 - Present
Parnassus Investments June 2010 - August 2010
Dodge & Cox February 2007 - June 2009
Fulbright Scholarship March 2006 - January 2007
Wells Fargo Bank November 2001 - March 2006
Skills
Strategy, Valuation, Financial Modeling, Equity Research
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
M.B.A., Finance
Princeton University 1997 — 2001
A.B., Political Economy, Latin American Studies
Dodge & Cox May 2009 - Present
Essex National Securities, Inc. February 1999 - April 2009
Education
Adelphi University 1987 — 1991
Bachelor of Arts (B.A.), History
Lateef Investment Management June 2013 - Present
Kiitos Capital Management January 2012 - May 2013
Cantillon Capital Management LLC June 2010 - August 2010
Dodge & Cox June 2005 - April 2009
Skills
Industry Analysis, Valuation, Equities, Equity Research, Asset Management, Financial Modeling, Investments, Financial Analysis, Hedge Funds, Bloomberg, Alternative Investments, Market Analysis, Competitive Analysis
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2005
BS
Dodge & Cox 1999 - Present
Fannie Mae 1996 - 1999
National Westminster Bank 1991 - 1994
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance
New York University 1992 — 1994
Master's degree, Economics
Columbia University in the City of New York 1987 — 1991
A.B., Philosophy-Economics
Archbishop Williams 1983 — 1987
Dodge & Cox November 2007 - Present
Education
University of Virginia School of Law 1998 — 2001
JD
Georgetown University 1993 — 1995
MSFS
Stanford University
BA
Dodge & Cox October 2012 - Present
Tiger Asia Management October 2007 - July 2010
JPMorgan July 2006 - August 2007
Skills
public equity investing, Hedge Funds, Investment Banking, Equities, Financial Modeling, Private Equity, Emerging Markets, Valuation, Equity Research, Mergers & Acquisitions, Investments, Business Strategy, Due Diligence, Corporate Finance, Alternative Investments, Capital Markets
Education
Stanford University Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
Mount Holyoke College 2002 — 2006
BA - summa cum laude, Mathematics and Economics
Shanghai Foreign Languages School 1995 — 2002
high school
Dodge & Cox March 2005 - Present
Fisher Investments 2002 - 2004
Fisher Investments 2002 - 2004
Education
University of California, Berkeley 1997 — 2002
Dodge & Cox 2003 - Present
RCM 1997 - 2002
Fidelity Investments 1996 - 1997
Bloomberg 1995 - 1996
Education
Boston College 1991 — 1995
BS, Marketing / Finance
cfa institute
CFA
Dodge & Cox August 1987 - Present
Hewlett-Packard June 1986 - August 1986
Wen Birkhofer & Co. September 1978 - August 1985
Skills
Asset Management, Investments, Equity Research, Portfolio Management, Mutual Funds, Financial Markets
Education
Stanford University Graduate School of Business 1985 — 1987
M.B.A.
Stanford University 1976 — 1978
B.A., English
UC San Diego 1975 — 1976
none
Dodge & Cox June 2012 - Present
Dodge & Cox May 2002 - June 2012
Goldman, Sachs & Co. 1998 - 2002
Education
Dartmouth College 1994 — 1998
Dodge & Cox Marketing ManagerGolf MagazineOctober 2000 - June 2002
Concierge Services for Students June 1996 - September 2000
Education
University of San Francisco - School of Management 2002 — 2003
MBA, Marketing, Finance
Hobart and William Smith Colleges 1992 — 1996
St. Mark's School 1989 — 1992
Dodge & Cox June 2008 - Present
The Farrow Law Firm 2007 - 2007
Education
Santa Clara University 2005 — 2009
Thornburg Investment Management August 2013 - Present
Dodge & Cox July 2009 - September 2011
Lehman Brothers July 2008 - July 2009
NEC Venture Development/Longworth Venture Partners May 2006 - December 2007
Education
Stanford Graduate School of Business 2011 — 2013
MBA
Brigham Young University 2002 — 2008
Dodge & Cox January 2001 - Present
Gruntal & Co. January 1995 - January 2001
Skills
Equities, Investments, Bloomberg, Hedge Funds, Fixed Income
Education
University of California, Los Angeles
Political Science and Government
University of California, Los Angeles
Bachelor's degree, Political Science
BlackRock June 2014 - Present
Dodge & Cox February 2007 - June 2014
Latham & Watkins 2005 - 2007
Buchalter Nemer September 1999 - February 2005
Skills
Securities, Mutual Funds, Due Diligence, Investments, Mergers & Acquisitions, Contract Negotiation, Analysis, Project Management
Education
University of New Hampshire School of Law (formerly Franklin Pierce Law Center) 1996 — 1999
Juris Doctorate, Law
State University of New York at Binghamton 1992 — 1996
Bachelor of Arts, Political Science / Philosophy
Sweet Home High School 1989 — 1992
Diploma, Social Sciences
Dodge & Cox October 2011 - Present
J.Crew August 2000 - September 2011
Skills
Project Management, Microsoft Office, Microsoft Excel, Event Planning, Marketing, Customer Service, Client Development, Strategic Planning, Team Leadership, Vendor Management
Education
The University of Hull 2001 — 2002
Arizona State University 1998 — 2002
BA, Creative Writing & Literature
Ares Management November 2014 - Present
Fortress Investment Group August 2013 - January 2014
Capital Group May 2013 - August 2013
Dodge & Cox March 2009 - July 2012
Skills
Financial Modeling, Fixed Income, Private Equity, Equities, Valuation, Hedge Funds, Equity Research, Capital Markets, Alternative Investments, Investment Banking, Emerging Markets, Investments, Due Diligence, Venture Capital
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), Finance and Strategic Management, Director's List
Duke University 2002 — 2006
Bachelor's of Science in Engineering, Biomedical/Medical Engineering
Gilman School 1998 — 2002
Square October 2013 - Present
Dodge & Cox April 2011 - October 2013
Credit Suisse July 2010 - April 2011
Education
University of Pennsylvania 2006 — 2010
Bachelor of Science in Engineering, Chemical Engineering
Wharton School, University of Pennsylvania 2006 — 2010
Bachelor of Science in Economics, Finance
Pzena Investment Management September 2014 - Present
Dodge & Cox June 2010 - July 2014
Sanford C. Bernstein June 2009 - June 2010
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BSE, Finance, Management
University of Pennsylvania 2005 — 2009
BAS, Computer Science
Dodge & Cox August 1997 - Present
Andersen Worldwide September 1990 - November 1995
Education
Harvard Business School 1996 — 1997
MBA, Finance
Merrimack College 1986 — 1990
BS, Finance, Accounting, Economics
Confluence January 2014 - Present
Confluence (Confluence acquired Data Agent in 2013) September 2013 - December 2013
Data Agent, LLC November 2012 - September 2013
MSCI Inc. November 2011 - November 2012
Dodge & Cox May 2010 - October 2011
Data Agent, LLC January 2009 - October 2011
Avila Design March 2008 - July 2008
Bao Chau Design May 2006 - February 2008
F.E. Jordan Associates, Inc. May 2005 - December 2006
Caltrans 2004 - 2005
Skills
Architecture, Consulting, Agile Methodologies, Data Warehousing, Databases, Management
Education
University of California, Berkeley
B.A.
AXA Rosenberg Investment Management 2014 - Present
HighMark Capital Management (Union Bank) 2007 - 2014
Dodge & Cox 2006 - 2007
Skills
Series 7, Securities, Mutual Funds, Asset Management, Portfolio Management, Hedge Funds, Investment Management, Asset Allocation, Alternative Investments, Series 63, Investment Advisory
Education
California State University-East Bay
Bachelor of Science, Business Administration and Management, General
Dodge & Cox August 2013 - Present
Robert W. Baird & Co. May 2012 - August 2012
Education
University of California, Berkeley 2009 — 2013
BS
Monta Vista High School 2006 — 2009
Infor July 2014 - Present
Jefferies & Company January 2011 - June 2014
MTN CAPITAL PARTNERS LLC June 2010 - December 2010
Billow Butler & Company April 2009 - September 2009
Dodge & Cox July 2007 - September 2007
Skills
Valuation, Corporate Finance, Investment Banking, Financial Modeling, Financial Analysis, Private Equity, Bloomberg, Mergers, Investments, Due Diligence, Economics, Microsoft Excel, LBO, PowerPoint
Education
Northwestern University 2006 — 2010
Bachelor of Arts, Economics
University of California, Berkeley, Haas School of Business 2008 — 2008
Certificate, Business for Arts, Sciences and Engineering (BASE) Program
VSP Vision Care August 2013 - Present
Barclays Capital January 2011 - May 2012
SP Research April 2010 - January 2011
Dodge & Cox July 2008 - January 2010
Skills
Microsoft Word, Accounting, Microsoft Office, PowerPoint, Outlook, Financial Analysis, Access, Analysis, Financial Accounting, Cognos, SAP, Salesforce.com
Education
University of Michigan 2007 — 2008
Master's degree, Accounting
Franklin & Marshall College 2002 — 2006
Bachelor of Arts (B.A.), Accounting/Finance & Economics
Dodge & Cox August 2013 - August 2015
Cornerstone Research July 2011 - June 2013
Skills
Bloomberg, Financial Analysis, Research, Data Analysis, Economics, Equity Research, Financial Modeling, Valuation, Microsoft Excel, Due Diligence, Analysis, Corporate Finance, PowerPoint, Market Research
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Berkeley 2007 — 2011
Bachelor’s Degree, Operations Research & Management Science
Dodge & Cox January 2008 - Present
Guarantee Mortgage January 2003 - December 2007
Skills
Financial Analysis, Investments, Loans, Microsoft Excel, Loan Origination, Refinance, Mortgage Banking, Mortgage Lending
Education
UC Berkeley 1996 — 2000
BA, History
TA Associates July 2014 - Present
Deutsche Bank July 2012 - June 2014
Deutsche Bank June 2011 - August 2011
Dodge & Cox May 2009 - August 2009
Skills
Investment Banking, Valuation, Financial Modeling, Bloomberg, Private Equity, Corporate Finance, Investments, Equities, Due Diligence, Capital Markets, Financial Analysis, Mergers & Acquisitions, Venture Capital, Research
Education
Princeton University
A.B., Woodrow Wilson School of Public and International Affairs
Davis Advisors July 2013 - Present
Moon Capital June 2012 - August 2012
Dodge & Cox September 2008 - February 2011
Lehman Brothers July 2006 - July 2008
Skills
Financial Modeling, Financial Analysis, Investment Banking, Venture Capital, Valuation, Equity Research, Private Equity, PowerPoint, Due Diligence, Corporate Finance, Data Analysis, Corporate Development, Hedge Funds, Investments
Education
Stanford Graduate School of Business 2011 — 2013
MBA, Business
University of California, Berkeley 2002 — 2006
B.S., Electrical Engineering and Computer Sciences
Dodge & Cox June 2013 - Present
Dodge & Cox June 2011 - June 2013
Stanford University November 2008 - March 2011
Goldman Sachs June 2010 - August 2010
The Financial Services Roundtable June 2009 - August 2009
IBM July 2007 - September 2007
Skills
Financial Modeling, Equity Research, Equities, Valuation, Bloomberg, Financial Statement..., Investment Analysis, Industry Research, Market Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Capital IQ, FactSet
Education
Stanford University 2007 — 2011
BA, with Distinction, History
Viewpoint School 2003 — 2007
Dodge & Cox June 2001 - Present
Putnam Investments 1998 - May 2001
Keystone Investment Management 1981 - 1998
Education
Suffolk University 1987 — 1994
Bachelor of Science (BS), Business Administration
Newbury College 1978 — 1980
Associate's degree, Computer Science
Dodge & Cox 2014 - 2015
Dodge & Cox 2014 - 2015
U.S. Department of Labor 2001 - 2011
Katmango 1999 - 2001
Skills
Strategic Planning, Program Management, Public Speaking
Education
Stanford University 1992 — 1997
Bachelor of Science (BS), Industrial Engineering
Dodge & Cox August 2008 - Present
Education
Trinity College, Dublin 2003 — 2007
Bachelor's degree, Electrical and Electronics Engineering
Belvedere College
Dodge & Cox August 2015 - Present
Whitman College August 2013 - May 2015
Dodge & Cox June 2014 - August 2014
Popforms August 2013 - June 2014
Delta Investment Management May 2013 - August 2013
Riekes Center June 2012 - August 2012
Skills
Proactive, Goal-Oriented, Logical Reasoning, Organized, Research, Teamwork, Leadership, Time Management, Social Media, Public Speaking, Mandarin, English, Academic Tutoring, Microsoft Office, Piano
Education
Whitman College 2011 — 2015
Bachelor of Arts (BA), Cum Laude, Economics
East China Normal University 2014 — 2014
Menlo School 2004 — 2011
Dodge & Cox June 2015 - August 2015
Fund 17 September 2014 - June 2015
Cater To Me June 2014 - August 2014
Skills
Microsoft Office, Conversant in Spanish, Public Speaking, Research, Project Management, Leadership, Customer Service, Management, Microsoft Excel, Microsoft Word, PowerPoint, Credit, Social Media
Education
Tulane University 2014 — 2018
Bachelor of Science in Management and Bachelor of Arts, Finance and International Relations
Redwood High School 2010 — 2014
Dodge & Cox June 2008 - Present
Mellon Capital February 2007 - June 2008
Western Asset Management November 2004 - February 2007
Education
University of California, Berkeley