Dorsey, Wright & Associates

Industry: Company

Description

Founded: 1987 Subsidiary: Dorsey, Wright & Associates, LLC, Research Division

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Dorsey, Wright & Associates Employees

Employee
Years
Job
Industry
Victor Davida Victor Davida University Of Richmond, Virginia Details
Victor Davida's Dorsey, Wright & Associates Experience September 2013 - December 2013
Job Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey  June 2014 - Present
Dorsey, Wright & Associates   September 2013 - December 2013
Property Adjustment Corp.   July 2012 - October 2012
American Prosperity Group  May 2012 - August 2012
Saint Joseph's University  September 2011 - December 2011
Saint Joseph's University  September 2011 - December 2011

Skills
Bloomberg Software, Morningstar Direct, Bloomberg Terminal, Morningstar, Equity Valuation, Financial Modeling, Investments, Equity Research, Financial Analysis, Microsoft Excel, Accounting, Strategic Planning, Equities, Strategy, Data Analysis, PowerPoint, Microsoft Word

Education
University of Richmond - Robins School of Business   2011 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Accounting, Finance and International Business, GPA: 3.5

Saint Joseph's University - Erivan K. Haub School of Business   2010 — 2011
Bachelor of Science in Business Administration (B.S.B.A.), Accounting and Finance, GPA: 3.7

James McClees III James McClees III Richmond, Virginia Details
James McClees III's Dorsey, Wright & Associates Experience September 2011 - March 2012
Job Pricing Analyst, Transportation Intermediaries at Estes Express Lines
Industry Transportation/Trucking/Railroad
Experience
Estes Express Lines  April 2015 - Present
Estes Express Lines  January 2013 - March 2015
Estes Express Lines  April 2012 - December 2012
Dorsey, Wright & Associates   September 2011 - March 2012
Brooks Brothers  May 2011 - March 2012
Brooks Brothers  December 2007 - January 2011

Skills
Logistics, Microsoft Excel, Transportation, LTL, Sales, Microsoft Office, Financial Analysis, Trucking, PowerPoint, Negotiation, Customer Service, Microsoft Word, Team Building, Sales Operations, Pricing

Education
Hampden-Sydney College   2007 — 2011
Bachelor of Arts (B.A.), Economics

Jason Glover, CFA Jason Glover, CFA Raleigh, North Carolina Details
Jason Glover, CFA's Dorsey, Wright & Associates Experience June 1996 - September 1998
Job Equity Derivatives Trading
Industry Financial Services
Experience
OrbiMed Advisors  April 2012 - Present
Bank of America Merrill Lynch  2008 - March 2012
Goldman Sachs  1999 - 2005
Dorsey, Wright & Associates   June 1996 - September 1998

Skills
Derivatives, Options, Equity Derivatives, Hedge Funds, Capital Markets, Trading, Fixed Income, Equities, Asset Management, Bloomberg, Valuation, Investments

Education
James Madison University   1995 — 1999
Bachelor of Science (BS), Quantitative Finance

Jess Wooten Jess Wooten Richmond, Virginia Area Details
Jess Wooten's Dorsey, Wright & Associates Experience June 2011 - Present
Job IT Manager at Nasdaq (Dorsey Wright & Associates)
Industry Computer & Network Security
Experience
Nasdaq  June 2015 - Present
Christopher Newport University  January 2015 - Present
Dorsey, Wright & Associates   June 2011 - Present

Skills
Technical Support, IT Management, IT Operations Management, Network Administration, Analysis, Technical Analysis, Team Leadership, Microsoft Word, SDLC, Vendor Management, Project Management, Business Analysis, Microsoft Excel, Research

Education
Christopher Newport University   2014 — 2018
Bachelor's Degree, Computer Science

Douglas Freeman High School   2010 — 2014
High School

Jonathan R. Cook Jonathan R. Cook Richmond, Virginia Area Details
Jonathan R. Cook's Dorsey, Wright & Associates Experience January 2014 - May 2014
Job Associate Client Data Analyst at Royall & Company
Industry Financial Services
Experience
Royall & Company  August 2014 - Present
VCU Student Government Association   February 2014 - May 2014
Dorsey, Wright & Associates   January 2014 - May 2014
Consulting Club at VCU   December 2012 - May 2014
Financial Management Association at VCU   December 2012 - May 2014
Student Management Investment Portfolio   August 2012 - May 2014
MPRS INTERNATIONAL   November 2008 - December 2010

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Research, Team Leadership, Team Building, Public Speaking, Team Management, Financial Analysis, Financial Modeling, Finance, Data Analysis, Spanish, Economics, Market Research, Equities, Statistics, Risk Management, Technical Analysis, Accounting, Capital IQ, Portfolio Management, Mutual Funds, Business Planning, Business Strategy, Bloomberg Terminal, DCF, Equity Valuation, Equity Research, Industry Research, Corporate Finance, Capital Markets, Investments, Valuation, Wealth Management, Emerging Markets, Financial Statement..., Fixed Income, Options, Fundamental Analysis, Financial Markets, Recruiting, Trading, Equity Derivatives, Financial Risk, Commodity, Analysis, Investment Banking

Education
Virginia Commonwealth University   2012 — 2014
Bachelor of Science (B.S.), Finance, General

Northern Virginia Community College   2011 — 2012
Associate of Science (A.S.), Business Administration and Management, General

Chip Parkhurst Chip Parkhurst Greenwich, Connecticut Details
Chip Parkhurst's Dorsey, Wright & Associates Experience
Job Research Intern at Elm Partners
Industry
Experience
Dorsey, Wright & Associates  

Skills
German, Social Media, English, Research, PowerPoint

Education
University of Richmond   2012 — 2016
Bachelor of Science (BS), Business Administration

St. Paul's School   2009 — 2012

Tommy Doyle Tommy Doyle Richmond, Virginia Area Details
Tommy Doyle's Dorsey, Wright & Associates Experience May 2014 - December 2014
Job Assistant Research Analyst at Nasdaq
Industry Financial Services
Experience
Nasdaq  May 2015 - Present
Mercedes Benz of Midlothian   May 2013 - Present
Captains' Educational Enrichment Fund  February 2014 - January 2015
Dorsey, Wright & Associates   May 2014 - December 2014
The Bowser Report   November 2013 - October 2014
Captains' Educational Enrichment Fund  August 2012 - March 2014

Skills
Investments, Fundraising, Nonprofits, Public Speaking, Microsoft Office, Dependable Team Player, Self-driven, Priority Management, Philanthropy, Automobile, Personal Responsibility, PowerPoint, Strategic Planning, Social Media, Volunteering, Positive Team Player, Mutual Funds, Bloomberg Terminal, Energy, Active Team Player, Financial Advisory, Annual Giving, Volunteer Recruiting, Automotive Aftermarket, Always Punctual, Prompt, Individual Work, Prospect Research, Multi Tasking, Compromise, Teamwork, Management, Customer Service, Leadership, Microsoft Excel, Microsoft Word

Education
The University of Glasgow

Christopher Newport University   2012 — 2016

Deep Run High School   2008 — 2012
Advanced Diploma

Sara Giegerich Sara Giegerich Richmond, Virginia Area Details
Sara Giegerich's Dorsey, Wright & Associates Experience
Job Compliance at Dorsey, Wright & Associates
Industry Financial Services
Experience
Dorsey, Wright & Associates  

Education
University of Georgia School of Law   2008 — 2011
Doctor of Law (J.D.)

University of Virginia   2003 — 2007
Bachelor of Arts (B.A.), History

Ric Lager Ric Lager Greater Minneapolis-St. Paul Area Details
Ric Lager's Dorsey, Wright & Associates Experience 2013 - 2013
Job Feeonly 401k Advisor ♦ Company 401(k) Investment Advice ♦ Schwab PCRA & Fidelity BrokerageLink Advisor
Industry Investment Management
Experience
Lager & Company, Inc.   1999 - Present
Lager & Company, Inc.   2003 - Present
Lager & Company, Inc.   2003 - Present
Lager & Company, Inc.   2003 - Present
Dorsey, Wright & Associates   2013 - 2013
Dorsey, Wright & Associates   2013 - 2013
"No More Pies"   2009 - 2013
Dorsey, Wright & Associates   2004 - 2013

Skills
401(k) advice, 401k, Self-Directed Brokerage..., Schwab PCRA, Schwab Personal Choice..., Fidelity BrokerageLink, ETFs

Education
University of Minnesota-Twin Cities   1976 — 1981
Bachelor's Degree, Speech/Business

St. Peter, MN High School   1974 — 1976

Bo Parrish Bo Parrish Greater Nashville Area Details
Bo Parrish's Dorsey, Wright & Associates Experience July 2013 - Present
Job Portfolio Consultant at Dorsey, Wright & Associates / Platform Speaker
Industry Professional Training & Coaching
Experience
Dorsey, Wright & Associates   July 2013 - Present
www.bo-parrish.com   September 2012 - Present
Wunderlich Securities  July 2012 - July 2013
Research Financial Strategies   March 2011 - July 2012
Prosperity Planning   October 2010 - April 2011
Morgan Keegan  September 2003 - October 2010

Skills
Public Speaking, Writing, Consulting, Financial Coaching, Technical Analysis, Investments, Wealth Management, Asset Allocation, Risk Management, Received formal..., Investment Research, Investment Strategies, Financial Services, Strategic Planning, Equities, Portfolio Management, Finance, Retirement

Education
Auburn University, College of Business   1998 — 2002
Bachelor's degree, Finance

Franklin Road Academy   1996 — 1998

Charlie Shiflett Charlie Shiflett Chapel Hill, North Carolina Details
Charlie Shiflett's Dorsey, Wright & Associates Experience May 2008 - March 2009
Job MBA Candidate, UNC KenanFlagler Business School
Industry Financial Services
Experience
Jefferies  May 2015 - July 2015
SNL Financial  August 2013 - July 2014
SNL Financial  October 2011 - August 2013
SNL Financial  October 2010 - October 2011
Covenant to Care for Children  September 2009 - October 2010
Kelly Financial Group, LLC   July 2009 - September 2010
Dorsey, Wright & Associates   May 2008 - March 2009

Skills
Financial Analysis, Salesforce.com, Microsoft Excel, Financial Services, Business Development, Account Management, Business Analysis, Microsoft Office, Financial Modeling, Corporate Finance

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2014 — 2016
MBA Candidate, Corporate Finance

University of Virginia   2005 — 2009
BA, History, Engineering Business

Blessed Sacrament Huguenot   2001 — 2005

Ann Ballance Ann Ballance Ashland, Virginia Details
Ann Ballance's Dorsey, Wright & Associates Experience December 2013 - Present
Job Office Manager at Dorsey, Wright & Associates
Industry Real Estate
Experience
Dorsey, Wright & Associates   December 2013 - Present
Hometown Realty  February 2007 - Present
Ballance Construction, LLC   October 1995 - May 2014
Weber & Associates Consulting, Inc.   August 2011 - June 2013
Coldwell Banker Dew Realty  July 2003 - February 2007
Media General  September 1986 - September 1995

Skills
Client Development, Maintaining Strong..., Account Management, Contract Negotiation, Office Management, Accounts Payable, Accounts Receivable, Sales and Marketing, Organizational and..., Proposal Writing, QuickBooks Pro, Microsoft Office, Selling, Foreclosures, First Time Home Buyers, Property Management, Negotiation, Purchasing, Investment Properties, Relocation, Real Estate, QuickBooks, Construction, Short Sales, Sales, Buyer Representation, Residential Homes, Training, Management, Customer Service, Commercial Real Estate, CRM, Single Family Homes, Referrals, Sellers, Buyers, Small Business, Investors, New Home Sales, Listings, Condos, REO, Resellers, Seniors, ABR, Townhomes, Luxury, HUD, Real Estate Transactions, Property

Education
Syracuse University   1982 — 1985
B.S., Speech Communications and Public Relations

Patrick Henry High School   1979 — 1982
Advanced Diploma

Nick Manley Nick Manley New York, New York Details
Nick Manley's Dorsey, Wright & Associates Experience September 2008 - August 2010
Job Regional Vice President / ETF Specialist New England at Invesco PowerShares
Industry Financial Services
Experience
Invesco PowerShares  July 2015 - Present
Invesco PowerShares  January 2015 - July 2015
Invesco PowerShares Capital Management  September 2012 - January 2015
Invesco PowerShares Capital Management  September 2010 - September 2012
Dorsey, Wright & Associates   September 2008 - August 2010

Skills
Portfolio Management, Wealth Management, Financial Advisory, Business Development, Mutual Funds, Equities, Sales, Strategy, Investment Management, Series 7, Investment Advisory, Options, Finance, Investments, CRM

Education
University of Richmond - Robins School of Business   2006 — 2010
BSBA, Business Administration, Marketing Concentration

Charles University in Prague   2009 — 2009
Business

Chaminade High School   2002 — 2006

Jessica Cornell Jessica Cornell Washington D.C. Metro Area Details
Jessica Cornell's Dorsey, Wright & Associates Experience April 2008 - May 2009
Job Business Architect Manager at Accenture
Industry Information Technology and Services
Experience
Accenture  December 2014 - Present
Accenture  June 2013 - December 2014
Accenture  June 2009 - May 2013
Dorsey, Wright & Associates   April 2008 - May 2009
CSC  June 2006 - August 2007

Skills
Requirements Analysis, Change Management, Business Analysis, Microsoft Office, Data Analysis, Software Project..., Business Intelligence, Management Consulting, Project Management, Business Case Design, Higher Education, Key Client Relationships, Business Innovation, Team Management, Scope Management, Project Estimation, Marketing Analytics, Business Process Design, Risk Management, SQL, Business Process, Strategy

Education
University of Richmond   2006 — 2009
Bachelor of Science in Business Administration, Finance and Marketing

Umbria Institute, Perugia Italy   2007 — 2007

Wake Forest University   2005 — 2006

Kevin Depew Kevin Depew New York, New York Details
Kevin Depew's Dorsey, Wright & Associates Experience January 2000 - April 2005
Job Director of Thought Leadership at McGladrey
Industry Writing and Editing
Experience
McGladrey  October 2014 - Present
Bloomberg L.P.   November 2011 - October 2014
Minyanville Media   September 2009 - October 2011
Minyanville Multimedia   May 2005 - September 2009
Dorsey, Wright & Associates   January 2000 - April 2005
A.G. Edwards   1998 - 2000
Paine Webber  1996 - 1998
Daily Racing Form  1992 - 1996

Skills
Editing, Social Media, Blogging, Editorial, Content Strategy, Web Content, Copy Editing, Feature Articles, Publishing, Content Management, New Media, Digital Media, LinkedIn Endorser, Newsletters, Television, Storytelling, Newspapers, Journalism, Creative Writing, Publications, Online Marketing, SEO, Content Development, Online Journalism, Business Journalism, Magazines, WordPress, Online Publishing, Copywriting, News Writing, Writing, Management, Investments, Advertising, Social Media Marketing, Analysis

Education
University of Kentucky   1991 — 1992
BA

St. John's College (MD)   1987 — 1990

John A. Waller John A. Waller Richmond, Virginia Details
John A. Waller's Dorsey, Wright & Associates Experience September 2014 - May 2015
Job Underwriting Intern at Continental Underwriters, Inc.
Industry Financial Services
Experience
Continental Underwriters, Inc.   May 2015 - Present
Dorsey, Wright & Associates   September 2014 - May 2015
Northwestern Mutual  May 2014 - August 2014
Capital Automotive   June 2012 - June 2014

Skills
Microsoft Excel, Sales, Negotiation, Risk Management, Property & Casualty..., Retail Financing, Networking, Market Research, Customer Service, Banking, Marketing

Education
Virginia Commonwealth University   2014 — 2015
Bachelor's Degree, Risk Management & Financial Planning

Ohio University   2009 — 2012
Business

Steven Overstreet Steven Overstreet Washington D.C. Metro Area Details
Steven Overstreet's Dorsey, Wright & Associates Experience August 2002 - December 2005
Job Geospatial Analyst at HumanGeo
Industry Defense & Space
Experience
HumanGeo  October 2015 - Present
ManTech  October 2013 - September 2015
CACI  July 2007 - October 2013
Merrill Lynch  January 2006 - July 2007
Virginia Army National Guard  April 2002 - April 2006
Dorsey, Wright & Associates   August 2002 - December 2005

Skills
ArcGIS, Intelligence Analysis, Databases, Data Analysis, Systems Engineering, Database Design, Data Science, Government Contracting, Top Secret, Army, Research, Python, Security Clearance, DoD, Defense, Information Assurance

Education
University of Virginia   2014 — 2015
Master's Degree, Systems Engineering

Penn State University   2011 — 2011
Post Baccalaureate, MSc Geospatial Information Systems - GIS

Virginia Commonwealth University   2001 — 2006
Bachelor of Science, Business / Finance

Andrew Steele, CSCP Andrew Steele, CSCP Richmond, Virginia Area Details
Andrew Steele, CSCP's Dorsey, Wright & Associates Experience 2001 - 2003
Job Logistics Manager at Hillphoenix
Industry Logistics and Supply Chain
Experience
Hillphoenix  March 2014 - Present
Hillphoenix  February 2010 - March 2014
Hill PHOENIX  July 2008 - January 2010
Carpenter Co.  January 2006 - July 2008
Carpenter Co.  January 2004 - January 2006
Dorsey, Wright & Associates   2001 - 2003

Skills
Process Improvement, Microsoft Excel, Supply Chain Management, Microsoft Office, Procurement, Six Sigma, Manufacturing, Forecasting, Team Building, Sales, Training, PowerPoint, Operations Management, Strategic Planning, Change Management, Project Management, Inventory Management, Supply Chain, Continuous Improvement, Lean Manufacturing, Management, 5S, Logistics, Leadership, Cross-functional Team..., Contract Negotiation, Kaizen, Process Engineering, Root Cause Analysis, Value Stream Mapping, Purchasing, Engineering, Pricing, Budgets, Negotiation

Education
Hampden-Sydney College   1999 — 2003
B.A., Economics

Linying Ma Linying Ma Sandy Hook, Connecticut Details
Linying Ma's Dorsey, Wright & Associates Experience May 2005 - December 2005
Job Web developer at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies  May 2007 - Present
Keystone Builders Resource Group   January 2006 - May 2007
Dorsey, Wright & Associates   May 2005 - December 2005
Shanghai ChangFa Advertisement Group   August 1993 - August 2000

Skills
Microsoft SQL Server, .NET, ASP.NET MVC, C#, jQuery, AJAX

Education
Colorado State University   2003 — 2006
Master of Science (MS), Computer Information Systems

Beijing Institute of Graphic Communication, People’s Republic of China
B.S, Printing Technology

Shanghai Publishing & Printing College, People’s Republic of China
A.S, Printing Process

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