EARNEST Partners
Description
Address: 1180 Peachtree St NE #2300, Atlanta, GA 30309 Phone: (404) 815-8772: : Hours: : Category: : : Place name: : Website: Website: http://www.earnestpartners.com/ Category: Corporate office Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Earnest Partners Posting publicly on the Web Write a review Reviews Be the first to review
EARNEST Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at EARNEST Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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EARNEST Partners Employees
Employee
Years
Job
Industry
Sara Al-Moukadem Sara Al-Moukadem's EARNEST Partners Experience August 2014 - Present
Job Product Management at EARNEST Partners
Industry Financial Services
Experience
EARNEST Partners August 2014 - Present
Procter & Gamble September 2012 - September 2012
Booz & Company September 2012 - September 2012
Deloitte June 2012 - August 2012
American University of Beirut October 2011 - June 2012
Children's Cancer Center of Lebanon October 2010 - 2012
Bank Audi August 2011 - August 2011
Bank Audi July 2011 - July 2011
Skills
Arabic, French, Teamwork, English, Research, Analysis, Economics, SPSS, PowerPoint, Time Management, Statistics, Financial Analysis, Accounting, Finance, Microsoft Excel
Education
American University of Beirut 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Lycée Français du Caire 1999 — 2010
French Baccalureate
EARNEST Partners August 2014 - Present
Procter & Gamble September 2012 - September 2012
Booz & Company September 2012 - September 2012
Deloitte June 2012 - August 2012
American University of Beirut October 2011 - June 2012
Children's Cancer Center of Lebanon October 2010 - 2012
Bank Audi August 2011 - August 2011
Bank Audi July 2011 - July 2011
Skills
Arabic, French, Teamwork, English, Research, Analysis, Economics, SPSS, PowerPoint, Time Management, Statistics, Financial Analysis, Accounting, Finance, Microsoft Excel
Education
American University of Beirut 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Lycée Français du Caire 1999 — 2010
French Baccalureate
Yugeng Sun Yugeng Sun's EARNEST Partners Experience January 2013 - Present
Job Investment Management EARNEST Partners
Industry Investment Management
Experience
EARNEST Partners January 2013 - Present
Nuveen Investments June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Bloomberg, Fixed Income, Portfolio Management, Finance, Investments, Investment Management, Financial Services, Financial Modeling, Leadership, Equity Research, Analysis, Options
Education
University of Michigan 2010 — 2013
Bachelor of Science (BS), Financial Mathematics and Economics
EARNEST Partners January 2013 - Present
Nuveen Investments June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Bloomberg, Fixed Income, Portfolio Management, Finance, Investments, Investment Management, Financial Services, Financial Modeling, Leadership, Equity Research, Analysis, Options
Education
University of Michigan 2010 — 2013
Bachelor of Science (BS), Financial Mathematics and Economics
Arvenell Gardner Arvenell Gardner's EARNEST Partners Experience March 2012 - December 2013
Job CSR at Pamarco Global Graphics
Industry Marketing and Advertising
Experience
Pamarco Global Graphics May 2014 - Present
EARNEST Partners March 2012 - December 2013
Kadan Homecare January 2012 - April 2012
KAGZ 93.9 August 2010 - December 2011
KSAU 90.1 August 2010 - December 2011
Etech Texas March 2008 - December 2011
SFA-TV2 January 2011 - May 2011
Hastings Entertainment December 2010 - May 2011
Skills
•Advanced, Microsoft..., Advent, •Axys, •Advent, •General Admin work, •Bloomberg, •Advanced, Organizing..., •Web Development, with..., •3+ years Customer..., •4+ years Sales/..., •2+ years Retail, •Advanced, Social Media, •Adaptable, •Adobe Audition,..., •Final Cut Pro,..., •PhotoShop, Advanced, •Teleprompter (SFA..., •Switcher board,..., •News Camera, Advanced, •Copy editing,..., •Written and verbal..., Social Media, Microsoft Excel, Customer Service, Marketing, Facebook, Video, Social Networking, Event Planning, Social Media Marketing, Sales, Marketing Strategy, Public Relations, Advertising
Education
Stephen F. Austin State University 2007 — 2011
Bachelor's of liberal and Applied Arts, Communications
Pamarco Global Graphics May 2014 - Present
EARNEST Partners March 2012 - December 2013
Kadan Homecare January 2012 - April 2012
KAGZ 93.9 August 2010 - December 2011
KSAU 90.1 August 2010 - December 2011
Etech Texas March 2008 - December 2011
SFA-TV2 January 2011 - May 2011
Hastings Entertainment December 2010 - May 2011
Skills
•Advanced, Microsoft..., Advent, •Axys, •Advent, •General Admin work, •Bloomberg, •Advanced, Organizing..., •Web Development, with..., •3+ years Customer..., •4+ years Sales/..., •2+ years Retail, •Advanced, Social Media, •Adaptable, •Adobe Audition,..., •Final Cut Pro,..., •PhotoShop, Advanced, •Teleprompter (SFA..., •Switcher board,..., •News Camera, Advanced, •Copy editing,..., •Written and verbal..., Social Media, Microsoft Excel, Customer Service, Marketing, Facebook, Video, Social Networking, Event Planning, Social Media Marketing, Sales, Marketing Strategy, Public Relations, Advertising
Education
Stephen F. Austin State University 2007 — 2011
Bachelor's of liberal and Applied Arts, Communications
Aimee C. Bennett Aimee C. Bennett's EARNEST Partners Experience September 2007 - June 2011
Job Entrepreneur
Industry Pharmaceuticals
Experience
Nerium International February 2015 - Present
Express Scripts September 2013 - Present
Interactive Advisory Software July 2011 - April 2012
EARNEST Partners September 2007 - June 2011
Centara Capital September 2006 - September 2007
The Alder Financial Group May 1999 - September 2006
Skills
Portfolio Management, Accounting, Mutual Funds, Investments, Valuation, Financial Modeling, Asset Allocation, Wealth Management, Insurance, Strategic Financial..., Asset Managment, Financial Services, Asset Management
Education
Georgia Military College-Valdosta Campus 2012 — 2013
Associate of Science (A.S.), Pre-Nursing Studies
Georgia State University 2009 — 2011
MSRE, Real Estate
University of Georgia 1998 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Darton College 1995 — 1997
Associate of Science, Business Administration
Westover High School 1989 — 1993
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Nerium International February 2015 - Present
Express Scripts September 2013 - Present
Interactive Advisory Software July 2011 - April 2012
EARNEST Partners September 2007 - June 2011
Centara Capital September 2006 - September 2007
The Alder Financial Group May 1999 - September 2006
Skills
Portfolio Management, Accounting, Mutual Funds, Investments, Valuation, Financial Modeling, Asset Allocation, Wealth Management, Insurance, Strategic Financial..., Asset Managment, Financial Services, Asset Management
Education
Georgia Military College-Valdosta Campus 2012 — 2013
Associate of Science (A.S.), Pre-Nursing Studies
Georgia State University 2009 — 2011
MSRE, Real Estate
University of Georgia 1998 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Darton College 1995 — 1997
Associate of Science, Business Administration
Westover High School 1989 — 1993
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Hanna Wilson Hanna Wilson's EARNEST Partners Experience May 2013 - Present
Job Executive Assistant at EARNEST Partners
Industry Executive Office
Experience
EARNEST Partners May 2013 - Present
Advanced Technology Group November 2012 - May 2013
Skills
Calendars, Travel Arrangements, Expense Reports, Marketing Strategy, Product Marketing, Medical Devices, Marketing Communications, Marketing, Product Development, Marketing Management, Strategic Planning, Microsoft Office, Product Management, Project Management, Cross-functional Team..., Customer Service, Account Management, Sales, Social Networking, Management, Event Planning, Social Media, Social Media Marketing, Leadership
Education
Indiana University Bloomington 2005 — 2010
Biology, Chemistry, Human Sexuality
EARNEST Partners May 2013 - Present
Advanced Technology Group November 2012 - May 2013
Skills
Calendars, Travel Arrangements, Expense Reports, Marketing Strategy, Product Marketing, Medical Devices, Marketing Communications, Marketing, Product Development, Marketing Management, Strategic Planning, Microsoft Office, Product Management, Project Management, Cross-functional Team..., Customer Service, Account Management, Sales, Social Networking, Management, Event Planning, Social Media, Social Media Marketing, Leadership
Education
Indiana University Bloomington 2005 — 2010
Biology, Chemistry, Human Sexuality
Miro Pastrnak Miro Pastrnak's EARNEST Partners Experience 2003 - 2009
Job Managing Partner at SCALECRAFT Partners
Industry Management Consulting
Experience
SCALECRAFT Partners 2009 - Present
EARNEST Partners 2003 - 2009
The Scripps Research Institute 1999 - 2001
Skills
Strategy, Management Consulting, Market Research, Marketing Strategy, Equities, Investments, Valuation, Corporate Development, Asset Management, Business Strategy, Healthcare, Mergers & Acquisitions, Financial Modeling, Due Diligence, Commercialization, Competitive Analysis, Economics, Biotechnology, Business Analysis, Business Intelligence, Scalability, Capital Markets, Start-ups
Education
University of California, Berkeley 1996 — 2001
Ph.D.
Wabash College 1992 — 1996
Bachelor’s Degree
SCALECRAFT Partners 2009 - Present
EARNEST Partners 2003 - 2009
The Scripps Research Institute 1999 - 2001
Skills
Strategy, Management Consulting, Market Research, Marketing Strategy, Equities, Investments, Valuation, Corporate Development, Asset Management, Business Strategy, Healthcare, Mergers & Acquisitions, Financial Modeling, Due Diligence, Commercialization, Competitive Analysis, Economics, Biotechnology, Business Analysis, Business Intelligence, Scalability, Capital Markets, Start-ups
Education
University of California, Berkeley 1996 — 2001
Ph.D.
Wabash College 1992 — 1996
Bachelor’s Degree
Michael Whipple's EARNEST Partners Experience July 2015 - August 2015
Job Business Office Lead at CarMax
Industry Financial Services
Experience
CarMax February 2015 - Present
EARNEST Partners July 2015 - August 2015
IndustryPro January 2015 - May 2015
CarMax November 2013 - February 2015
US Vision March 2013 - November 2013
Great American Cookie Company November 2012 - March 2013
BASF August 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Data Entry, Leadership
Education
Georgia State University 2015 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Kennesaw State University 2012 — 2015
Bachelor's degree, Finance, General
Wilkinson County High School 2008 — 2012
High School Diploma
Fort Valley State University
Fort Valley State University
CarMax February 2015 - Present
EARNEST Partners July 2015 - August 2015
IndustryPro January 2015 - May 2015
CarMax November 2013 - February 2015
US Vision March 2013 - November 2013
Great American Cookie Company November 2012 - March 2013
BASF August 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Data Entry, Leadership
Education
Georgia State University 2015 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Kennesaw State University 2012 — 2015
Bachelor's degree, Finance, General
Wilkinson County High School 2008 — 2012
High School Diploma
Fort Valley State University
Fort Valley State University
Andrew Shields's EARNEST Partners Experience August 2014 - Present
Job Equity Trader at EARNEST Partners
Industry Investment Management
Experience
EARNEST Partners August 2014 - Present
Coca-Cola Refreshments July 2012 - August 2014
Bank of America June 2011 - July 2012
Bank of America June 2010 - June 2011
Southern Company January 2008 - June 2010
Skills
Trading, Commodity, Options, Management, Analysis, Financial Modeling, Microsoft Excel, Risk Management, Leadership, Project Management, Equities, Financial Markets
Education
Georgia Institute of Technology 2005 — 2010
BS, Business
EARNEST Partners August 2014 - Present
Coca-Cola Refreshments July 2012 - August 2014
Bank of America June 2011 - July 2012
Bank of America June 2010 - June 2011
Southern Company January 2008 - June 2010
Skills
Trading, Commodity, Options, Management, Analysis, Financial Modeling, Microsoft Excel, Risk Management, Leadership, Project Management, Equities, Financial Markets
Education
Georgia Institute of Technology 2005 — 2010
BS, Business
Roni Schocken Roni Schocken's EARNEST Partners Experience 2014 - Present
Job Investment Management at EARNEST Partners
Industry Investment Management
Experience
EARNEST Partners 2014 - Present
Bridgewater Associates June 2013 - August 2013
The Abraham Fund Initiatives September 2010 - April 2012
Supreme Court of Israel March 2009 - February 2010
Israel's Conference for the Youth April 2008 - November 2008
Goren Amir Consultants Inc. 2004 - 2006
IDF Radio 2001 - 2004
Skills
Valuation, Financial Modeling, Financial Analysis, Fundamental Analysis, Investment Management, International Relations, Politics, Hebrew, Public Policy, Nonprofits, Entrepreneurship, Economics, Political Science, Social Entrepreneurship, Non-profits, Research, Media, Legal Research, Public Speaking, International..., Fundraising, Emerging Markets
Education
Harvard Business School 2012 — 2014
MBA
Tel Aviv University 2005 — 2011
BA, Economics
Tel Aviv University 2005 — 2009
LL.B., Law
EARNEST Partners 2014 - Present
Bridgewater Associates June 2013 - August 2013
The Abraham Fund Initiatives September 2010 - April 2012
Supreme Court of Israel March 2009 - February 2010
Israel's Conference for the Youth April 2008 - November 2008
Goren Amir Consultants Inc. 2004 - 2006
IDF Radio 2001 - 2004
Skills
Valuation, Financial Modeling, Financial Analysis, Fundamental Analysis, Investment Management, International Relations, Politics, Hebrew, Public Policy, Nonprofits, Entrepreneurship, Economics, Political Science, Social Entrepreneurship, Non-profits, Research, Media, Legal Research, Public Speaking, International..., Fundraising, Emerging Markets
Education
Harvard Business School 2012 — 2014
MBA
Tel Aviv University 2005 — 2011
BA, Economics
Tel Aviv University 2005 — 2009
LL.B., Law
Chloe Kelley, CFA Chloe Kelley, CFA's EARNEST Partners Experience July 2008 - March 2011
Job Account Manager at PIMCO
Industry Financial Services
Experience
PIMCO August 2013 - Present
University of Chicago Booth School of Business September 2011 - June 2013
PIMCO June 2012 - August 2012
South Dekalb Church Federal Credit Union March 2009 - April 2011
EARNEST Partners July 2008 - March 2011
J.P. Morgan July 2006 - May 2008
Skills
Investment Management, Forecasting, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Equities, Fixed Income, Corporate Finance, Investments, Equity Research, Asset Managment
Education
The University of Chicago - Booth School of Business 2011 — 2013
Masters of Business Administration, Analytic Finance & Entrepreneurship
The University of Georgia 2002 — 2006
BBA, International Business, Finance, Spanish
University of Georgia - Terry College of Business 2002 — 2006
BBA, International Business, Finance, Spanish
PIMCO August 2013 - Present
University of Chicago Booth School of Business September 2011 - June 2013
PIMCO June 2012 - August 2012
South Dekalb Church Federal Credit Union March 2009 - April 2011
EARNEST Partners July 2008 - March 2011
J.P. Morgan July 2006 - May 2008
Skills
Investment Management, Forecasting, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Equities, Fixed Income, Corporate Finance, Investments, Equity Research, Asset Managment
Education
The University of Chicago - Booth School of Business 2011 — 2013
Masters of Business Administration, Analytic Finance & Entrepreneurship
The University of Georgia 2002 — 2006
BBA, International Business, Finance, Spanish
University of Georgia - Terry College of Business 2002 — 2006
BBA, International Business, Finance, Spanish
Ruth Ann Moore's EARNEST Partners Experience January 1999 - June 2002
Job Finance Manager at MIS Solutions, Inc.
Industry Information Technology and Services
Experience
MIS Solutions, Inc. May 2014 - Present
NETbuilder July 2013 - May 2014
SportsTrust Advisors October 2012 - May 2014
Diversionary Therapy Technologies May 2011 - June 2013
UNX LLC June 2002 - February 2011
EARNEST Partners January 1999 - June 2002
Skills
Quickbooks, ACT, Axys, Moxy, Microsoft Office, Writing Press Releases, Microsoft Dynamics CRM, Salesforce, Adobe Acrobat, Sales, Itinerary Planning, Conference scheduling, Travel, Reconciliation, Problem-solving, Client Service, Leads Development, Appointment Setting, Employee Training, Series 7, Series 24, Series 63, Budget Development, Brochure Creation, Email Blasts, Marketing Campaigns, Meeting Scheduling, Problem Solving, Salesforce.com, Account Reconciliation, Financial Services, Telemarketing, Email Marketing, QuickBooks, Customer Service, Hedge Funds, Financial Analysis, Management, Forecasting, Budgets, Client Services, CRM, Business Development, New Business Development, Vendor Management, Training, Marketing, Finance
Education
Georgia State University 1982 — 1985
Accounting
Fayette County High School
MIS Solutions, Inc. May 2014 - Present
NETbuilder July 2013 - May 2014
SportsTrust Advisors October 2012 - May 2014
Diversionary Therapy Technologies May 2011 - June 2013
UNX LLC June 2002 - February 2011
EARNEST Partners January 1999 - June 2002
Skills
Quickbooks, ACT, Axys, Moxy, Microsoft Office, Writing Press Releases, Microsoft Dynamics CRM, Salesforce, Adobe Acrobat, Sales, Itinerary Planning, Conference scheduling, Travel, Reconciliation, Problem-solving, Client Service, Leads Development, Appointment Setting, Employee Training, Series 7, Series 24, Series 63, Budget Development, Brochure Creation, Email Blasts, Marketing Campaigns, Meeting Scheduling, Problem Solving, Salesforce.com, Account Reconciliation, Financial Services, Telemarketing, Email Marketing, QuickBooks, Customer Service, Hedge Funds, Financial Analysis, Management, Forecasting, Budgets, Client Services, CRM, Business Development, New Business Development, Vendor Management, Training, Marketing, Finance
Education
Georgia State University 1982 — 1985
Accounting
Fayette County High School
Kevin McKenzie Kevin McKenzie's EARNEST Partners Experience July 2011 - Present
Job IT MANAGER • INFRASTRUCTURE EXPERT • Recent MBA Georgia Institute of Technology
Industry Investment Management
Experience
EARNEST Partners July 2011 - Present
EARNEST Partners July 2008 - July 2011
Georgia Department of Juvenile Justice March 2007 - July 2008
Colonial Pipeline Company April 2006 - October 2007
Skills
Active Directory, SQL, Disaster Recovery, Citrix, Windows Server, Networking, Information Technology, Management, Project Management, Security, Leadership, Servers, Virtualization, Integration, Process Improvement, Microsoft Exchange, Microsoft SQL Server, VMware, IT Operations, Visio, Program Management, Technical Support
Education
Georgia Institute of Technology 2013 — 2014
Master of Business Administration (M.B.A.), Information Technology
Beijing University of Posts and Telecommunications 2014 — 2014
Global Leadership: Conducting Business in China (certificate)
Georgia State University - J. Mack Robinson College of Business
Masters of Science, Managing Information Technology
City University of New York-John Jay College of Criminal Justice
Bachelor of Science, Computer Information System
EARNEST Partners July 2011 - Present
EARNEST Partners July 2008 - July 2011
Georgia Department of Juvenile Justice March 2007 - July 2008
Colonial Pipeline Company April 2006 - October 2007
Skills
Active Directory, SQL, Disaster Recovery, Citrix, Windows Server, Networking, Information Technology, Management, Project Management, Security, Leadership, Servers, Virtualization, Integration, Process Improvement, Microsoft Exchange, Microsoft SQL Server, VMware, IT Operations, Visio, Program Management, Technical Support
Education
Georgia Institute of Technology 2013 — 2014
Master of Business Administration (M.B.A.), Information Technology
Beijing University of Posts and Telecommunications 2014 — 2014
Global Leadership: Conducting Business in China (certificate)
Georgia State University - J. Mack Robinson College of Business
Masters of Science, Managing Information Technology
City University of New York-John Jay College of Criminal Justice
Bachelor of Science, Computer Information System
Nikita Smeshko, CFA Nikita Smeshko, CFA's EARNEST Partners Experience June 2011 - April 2015
Job Investment Management
Industry Investment Management
Experience
EARNEST Partners June 2011 - April 2015
EARNEST Partners October 2010 - June 2011
College of Agricultural and Applied Economics January 2009 - August 2009
Terry College of Business January 2009 - July 2009
Carbohydrate Research Center January 2008 - May 2008
Stand Up Magazine September 2007 - May 2008
The Red & Black August 2006 - October 2007
CNN June 2006 - August 2006
VOX Youth Communication November 2003 - May 2006
AGCO Corp June 2004 - August 2004
Skills
Bloomberg, Financial Modeling, VBA, Excel, Financial Analysis, Bond Markets, Bonds, Government Bonds, CDO, CMBS, Agency MBS, Microsoft Excel, SAS, Fixed Income, Financial Statement..., Investment Management, Equities, Capital Markets, Portfolio Management, Asset Management, Investments, Asset Allocation, Wealth Management, Valuation, Equity Research, Hedge Funds, Trading, Equity Valuation, Alternative Investments, Bloomberg Terminal, Emerging Markets, Derivatives, Investment Strategies, Finance
Education
University of Georgia - Terry College of Business
BBA, Finance, Economics, Magna Cum Laude
EARNEST Partners June 2011 - April 2015
EARNEST Partners October 2010 - June 2011
College of Agricultural and Applied Economics January 2009 - August 2009
Terry College of Business January 2009 - July 2009
Carbohydrate Research Center January 2008 - May 2008
Stand Up Magazine September 2007 - May 2008
The Red & Black August 2006 - October 2007
CNN June 2006 - August 2006
VOX Youth Communication November 2003 - May 2006
AGCO Corp June 2004 - August 2004
Skills
Bloomberg, Financial Modeling, VBA, Excel, Financial Analysis, Bond Markets, Bonds, Government Bonds, CDO, CMBS, Agency MBS, Microsoft Excel, SAS, Fixed Income, Financial Statement..., Investment Management, Equities, Capital Markets, Portfolio Management, Asset Management, Investments, Asset Allocation, Wealth Management, Valuation, Equity Research, Hedge Funds, Trading, Equity Valuation, Alternative Investments, Bloomberg Terminal, Emerging Markets, Derivatives, Investment Strategies, Finance
Education
University of Georgia - Terry College of Business
BBA, Finance, Economics, Magna Cum Laude
Chad Crawford's EARNEST Partners Experience June 2008 - July 2011
Job Portfolio Manager at Cornerstone Management, Inc.
Industry Investment Management
Experience
Cornerstone Management, Inc July 2012 - Present
Diversified Trust Company April 2011 - August 2012
EARNEST Partners June 2008 - July 2011
Skills
Bloomberg, Microsoft Excel, Axys, Finance, Investment Management, Asset Managment, Wealth Management, Investments, Asset Allocation, Fixed Income, Equities, Portfolio Management, Valuation, Bonds, Cash Flow, Series 63, Investment Strategies, Mutual Funds, Investment Advisory, ETFs, Institutional..., Fund Of Funds, Separately Managed...
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelors, Finance
Cornerstone Management, Inc July 2012 - Present
Diversified Trust Company April 2011 - August 2012
EARNEST Partners June 2008 - July 2011
Skills
Bloomberg, Microsoft Excel, Axys, Finance, Investment Management, Asset Managment, Wealth Management, Investments, Asset Allocation, Fixed Income, Equities, Portfolio Management, Valuation, Bonds, Cash Flow, Series 63, Investment Strategies, Mutual Funds, Investment Advisory, ETFs, Institutional..., Fund Of Funds, Separately Managed...
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelors, Finance
Farez Alibay, CFA Farez Alibay, CFA's EARNEST Partners Experience June 2011 - October 2013
Job
Industry Financial Services
Experience
Guggenheim Life and Annuity Company June 2015 - Present
Guggenheim Partners November 2013 - May 2015
EARNEST Partners June 2011 - October 2013
Four Rivers Group June 2009 - June 2011
Deutsche Bank June 2010 - August 2010
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2003 - September 2008
Skills
Financial Modeling, Equities, Equity Research, Fixed Income, Hedge Funds, Emerging Markets, Capital Markets, Portfolio Management, Alternative Investments, Private Equity, Asset Allocation, Asset Managment, Insurance
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Cornell University 2002 — 2003
Master of Engineering, Computer Science
Illinois Institute of Technology 1999 — 2001
Bachelor of Science, Computer Science
Guggenheim Life and Annuity Company June 2015 - Present
Guggenheim Partners November 2013 - May 2015
EARNEST Partners June 2011 - October 2013
Four Rivers Group June 2009 - June 2011
Deutsche Bank June 2010 - August 2010
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2003 - September 2008
Skills
Financial Modeling, Equities, Equity Research, Fixed Income, Hedge Funds, Emerging Markets, Capital Markets, Portfolio Management, Alternative Investments, Private Equity, Asset Allocation, Asset Managment, Insurance
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Cornell University 2002 — 2003
Master of Engineering, Computer Science
Illinois Institute of Technology 1999 — 2001
Bachelor of Science, Computer Science
Graham Krieger Graham Krieger's EARNEST Partners Experience April 2015 - Present
Job Portfolio Operations Associate at EARNEST Partners
Industry
Experience
EARNEST Partners April 2015 - Present
Pj Krieger Engineers and Surveyors Inc. January 2011 - Present
Integrated Fire Protection, Inc January 2008 - January 2011
Skills
Inventory Management, Business Development, Sales, Customer Service, Leadership, Business Strategy, Employee Training, New Business Development, Negotiation, Direct Sales, Customer Satisfaction, Management, Microsoft Excel, Marketing, Account Management, Team Building, Microsoft Office
Education
The University of Georgia 2013 — 2014
Bachelor of Business Administration (BBA), Business Finance
The University of Georgia 2013 — 2014
Certificate in Legal Studies
Gainesville State College 2011 — 2012
Associate of Arts (A.A.), Business Administration
University of West Georgia 2002 — 2003
Business Administration
EARNEST Partners April 2015 - Present
Pj Krieger Engineers and Surveyors Inc. January 2011 - Present
Integrated Fire Protection, Inc January 2008 - January 2011
Skills
Inventory Management, Business Development, Sales, Customer Service, Leadership, Business Strategy, Employee Training, New Business Development, Negotiation, Direct Sales, Customer Satisfaction, Management, Microsoft Excel, Marketing, Account Management, Team Building, Microsoft Office
Education
The University of Georgia 2013 — 2014
Bachelor of Business Administration (BBA), Business Finance
The University of Georgia 2013 — 2014
Certificate in Legal Studies
Gainesville State College 2011 — 2012
Associate of Arts (A.A.), Business Administration
University of West Georgia 2002 — 2003
Business Administration
Kathi Edwards, PHR, SHRM-CP Kathi Edwards, PHR, SHRM-CP's EARNEST Partners Experience April 2005 - May 2008
Job Chief of Staff at Herndon Capital Management
Industry Investment Management
Experience
Herndon Capital Management, LLC June 2012 - Present
Nova Wealth Management Group November 2009 - June 2012
EARNEST Partners April 2005 - May 2008
Morgan Stanley November 2002 - November 2004
Invesco Ltd. April 2000 - March 2002
Skills
Mutual Funds, Process Improvement, Accounting, Marketing, Investments
Education
St. Mary's University 1992 — 1997
Bachelor of Business Administration, International Business
Herndon Capital Management, LLC June 2012 - Present
Nova Wealth Management Group November 2009 - June 2012
EARNEST Partners April 2005 - May 2008
Morgan Stanley November 2002 - November 2004
Invesco Ltd. April 2000 - March 2002
Skills
Mutual Funds, Process Improvement, Accounting, Marketing, Investments
Education
St. Mary's University 1992 — 1997
Bachelor of Business Administration, International Business
Darlene van Nostrand, CFA Darlene van Nostrand, CFA's EARNEST Partners Experience 2003 - 2004
Job Consultant Relations at RidgeWorth Capital Management
Industry Investment Management
Experience
RidgeWorth Capital Management 2009 - 2014
Cornerstone Investment Partners 2005 - 2009
EARNEST Partners 2003 - 2004
Skills
Equities, Asset Managment, Investments
Education
Georgia State University - J. Mack Robinson College of Business
BA, Finance and Management
RidgeWorth Capital Management 2009 - 2014
Cornerstone Investment Partners 2005 - 2009
EARNEST Partners 2003 - 2004
Skills
Equities, Asset Managment, Investments
Education
Georgia State University - J. Mack Robinson College of Business
BA, Finance and Management
Alysia (Wurst) Love, CFA's EARNEST Partners Experience July 2006 - June 2014
Job ghSMART: Management Assessment for Investors, Boards, and CEOs
Industry Venture Capital & Private Equity
Experience
ghSMART July 2014 - Present
EARNEST Partners July 2006 - June 2014
Morgan Stanley June 2005 - August 2005
Hewlett Packard October 1999 - May 2004
Hewlett Packard January 1999 - September 1999
IHS Global Insight May 1997 - December 1998
Skills
Value Investing, Idea Generation, Emerging Markets, Investments, Equities, Portfolio Management, Asset Management, Product Management, Valuation, Due Diligence, New Business Development, Strategic Planning, Business Strategy, Violin, Risk Management, Product Development, Interviewing, Recruitment/Retention, Executive Assessment, Business Development, Bloomberg, Equity Research, Investment Management, Trading, Competitive Analysis, Fixed Income, Asset Allocation, Wealth Management, Start-ups, Strategy, Entrepreneurship, Mergers & Acquisitions, Analysis, Private Equity, Corporate Finance, Financial Services, Financial Modeling, Business Planning, Corporate Development, Alternative Investments
Education
Harvard Business School
MBA
Bates College
BA
Phillips Exeter Academy
New Canaan High School
Greenwich Academy
ghSMART July 2014 - Present
EARNEST Partners July 2006 - June 2014
Morgan Stanley June 2005 - August 2005
Hewlett Packard October 1999 - May 2004
Hewlett Packard January 1999 - September 1999
IHS Global Insight May 1997 - December 1998
Skills
Value Investing, Idea Generation, Emerging Markets, Investments, Equities, Portfolio Management, Asset Management, Product Management, Valuation, Due Diligence, New Business Development, Strategic Planning, Business Strategy, Violin, Risk Management, Product Development, Interviewing, Recruitment/Retention, Executive Assessment, Business Development, Bloomberg, Equity Research, Investment Management, Trading, Competitive Analysis, Fixed Income, Asset Allocation, Wealth Management, Start-ups, Strategy, Entrepreneurship, Mergers & Acquisitions, Analysis, Private Equity, Corporate Finance, Financial Services, Financial Modeling, Business Planning, Corporate Development, Alternative Investments
Education
Harvard Business School
MBA
Bates College
BA
Phillips Exeter Academy
New Canaan High School
Greenwich Academy
Ashley (Ashley Skelton) McCoy's EARNEST Partners Experience April 2012 - February 2013
Job Financial Analyst III
Industry Investment Management
Experience
Florida Prepaid College Board April 2013 - Present
EARNEST Partners April 2012 - February 2013
Florida State Board of Administration April 2012 - April 2012
Florida State Board of Administration June 2008 - April 2012
Florida State Board of Administration November 2006 - June 2008
Skills
Financial Reporting, Discrepancy Resolution, Database Management, Financial Analysis, Excel, Word, Bloomberg Terminal, Axys, PeopleSoft Financial, Eagle, Excel Macros, Microsoft Excel, Geneva, Microsoft Word, Database Admin, Bloomberg, Fixed Income, Equities, Portfolio Management, Finance, Account Reconciliation, Financial Modeling, Accounting
Education
Florida State University - College of Business 2009 — 2011
BS, Finance
Tallahassee Community College 2007 — 2009
AA, General Studies
Florida Prepaid College Board April 2013 - Present
EARNEST Partners April 2012 - February 2013
Florida State Board of Administration April 2012 - April 2012
Florida State Board of Administration June 2008 - April 2012
Florida State Board of Administration November 2006 - June 2008
Skills
Financial Reporting, Discrepancy Resolution, Database Management, Financial Analysis, Excel, Word, Bloomberg Terminal, Axys, PeopleSoft Financial, Eagle, Excel Macros, Microsoft Excel, Geneva, Microsoft Word, Database Admin, Bloomberg, Fixed Income, Equities, Portfolio Management, Finance, Account Reconciliation, Financial Modeling, Accounting
Education
Florida State University - College of Business 2009 — 2011
BS, Finance
Tallahassee Community College 2007 — 2009
AA, General Studies
Susan Nicholas, MD MBA Susan Nicholas, MD MBA's EARNEST Partners Experience September 2014 - Present
Job Healthcare & Investment Management
Industry Investment Management
Experience
EARNEST Partners September 2014 - Present
Qnova Health Inc. February 2011 - February 2015
Astia July 2012 - December 2013
ATDC April 2012 - June 2013
Foresight Science & Technology September 2010 - March 2011
Kauffman Fellows Program 2009 - September 2010
Goizueta Business School January 2008 - May 2009
Singrid Investments, Inc. October 2007 - March 2009
Stanford University Medical Center July 2006 - July 2007
UCSF Medical Center June 2001 - July 2005
Skills
Start-ups, Entrepreneurship, Healthcare, Venture Capital, Medicine, Strategy, Strategic Planning, Business Strategy, Lifesciences, Healthcare Information..., Corporate Development, Biotechnology, Clinical Research, Management Consulting, Medical Devices, Data Analysis, Research, Healthcare Management, Pharmaceutical Industry, Hospitals, Revenue Cycle, physician practice..., Executive Management, health plan design, healthcare compliance, healthcare payor, HIPAA, outpatient care..., healthcare access..., health insurance..., physician executive
Education
Emory University - Goizueta Business School 2008 — 2009
MBA, Private Equity Finance
Stanford University School of Medicine 2006 — 2007
Clinical Fellow, Clinical Fellow Cardiac Surgery
University of California, San Francisco 2001 — 2005
General Surgery Residency Program & Research Fellow
University of Iowa Roy J. and Lucille A. Carver College of Medicine 1997 — 2001
MD, Medicine
EARNEST Partners September 2014 - Present
Qnova Health Inc. February 2011 - February 2015
Astia July 2012 - December 2013
ATDC April 2012 - June 2013
Foresight Science & Technology September 2010 - March 2011
Kauffman Fellows Program 2009 - September 2010
Goizueta Business School January 2008 - May 2009
Singrid Investments, Inc. October 2007 - March 2009
Stanford University Medical Center July 2006 - July 2007
UCSF Medical Center June 2001 - July 2005
Skills
Start-ups, Entrepreneurship, Healthcare, Venture Capital, Medicine, Strategy, Strategic Planning, Business Strategy, Lifesciences, Healthcare Information..., Corporate Development, Biotechnology, Clinical Research, Management Consulting, Medical Devices, Data Analysis, Research, Healthcare Management, Pharmaceutical Industry, Hospitals, Revenue Cycle, physician practice..., Executive Management, health plan design, healthcare compliance, healthcare payor, HIPAA, outpatient care..., healthcare access..., health insurance..., physician executive
Education
Emory University - Goizueta Business School 2008 — 2009
MBA, Private Equity Finance
Stanford University School of Medicine 2006 — 2007
Clinical Fellow, Clinical Fellow Cardiac Surgery
University of California, San Francisco 2001 — 2005
General Surgery Residency Program & Research Fellow
University of Iowa Roy J. and Lucille A. Carver College of Medicine 1997 — 2001
MD, Medicine
Anuradha Goel Anuradha Goel's EARNEST Partners Experience December 2012 - June 2015
Job Operations Analyst at Angel Oak Capital Advisors, LLC
Industry Financial Services
Experience
Angel Oak Capital Advisors, LLC June 2015 - Present
EARNEST Partners December 2012 - June 2015
State Bank & Trust January 2012 - April 2012
Lemongrass Thai Bistro July 2010 - April 2012
Private August 2000 - August 2009
Skills
Finance, Financial Analysis, Microsoft Excel, Training, Public Relations, Account Reconciliation, Financial Reporting, Microsoft Word, Outlook, Communication, Teaching, Teamwork, Leadership, Proofreading, Microsoft Office
Education
Mercer University - Stetson School of Business and Economics 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Mercer University
Bachelor of Business Administration (BBA), Finance
Mercer University
Angel Oak Capital Advisors, LLC June 2015 - Present
EARNEST Partners December 2012 - June 2015
State Bank & Trust January 2012 - April 2012
Lemongrass Thai Bistro July 2010 - April 2012
Private August 2000 - August 2009
Skills
Finance, Financial Analysis, Microsoft Excel, Training, Public Relations, Account Reconciliation, Financial Reporting, Microsoft Word, Outlook, Communication, Teaching, Teamwork, Leadership, Proofreading, Microsoft Office
Education
Mercer University - Stetson School of Business and Economics 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Mercer University
Bachelor of Business Administration (BBA), Finance
Mercer University
Jon Trinidad, CAIA's EARNEST Partners Experience April 2010 - April 2011
Job Experienced Investment Management Professional
Industry Investment Management
Experience
Harbert Management Corporation April 2011 - Present
EARNEST Partners April 2010 - April 2011
ING Investment Management June 2008 - April 2010
ING Investment Management June 2007 - August 2007
Skills
Hedge Funds, Fixed Income, Bloomberg, Derivatives, Trading, Capital Markets, Valuation, Equities, Investments, Private Equity, Portfolio Management, Bonds, Mutual Funds, Emerging Markets, Options, Banking, Alternative Investments
Education
University of Georgia - Terry College of Business 2004 — 2008
BBA, Finance
Harbert Management Corporation April 2011 - Present
EARNEST Partners April 2010 - April 2011
ING Investment Management June 2008 - April 2010
ING Investment Management June 2007 - August 2007
Skills
Hedge Funds, Fixed Income, Bloomberg, Derivatives, Trading, Capital Markets, Valuation, Equities, Investments, Private Equity, Portfolio Management, Bonds, Mutual Funds, Emerging Markets, Options, Banking, Alternative Investments
Education
University of Georgia - Terry College of Business 2004 — 2008
BBA, Finance
Aaron Kirchoff Aaron Kirchoff's EARNEST Partners Experience September 2014 - Present
Job Product Management
Industry Investment Management
Experience
EARNEST Partners September 2014 - Present
93d Air Ground Operations Wing March 2012 - September 2014
50th Comptroller Squadron May 2009 - March 2012
Skills
Program Management, Process Improvement, Management, Military, Financial Analysis, Air Force, Project Planning, Budgets, Finance, Managerial Finance, Security, Team Leadership, Microsoft Excel, Human Resources, Government Contracting, Leadership
Education
Oklahoma State University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
United States Air Force Academy 2005 — 2009
Systems Engineering Management, Finance
EARNEST Partners September 2014 - Present
93d Air Ground Operations Wing March 2012 - September 2014
50th Comptroller Squadron May 2009 - March 2012
Skills
Program Management, Process Improvement, Management, Military, Financial Analysis, Air Force, Project Planning, Budgets, Finance, Managerial Finance, Security, Team Leadership, Microsoft Excel, Human Resources, Government Contracting, Leadership
Education
Oklahoma State University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
United States Air Force Academy 2005 — 2009
Systems Engineering Management, Finance
Delin Shen's EARNEST Partners Experience June 2004 - August 2004
Job Director of Analytics
Industry Insurance
Experience
LexisNexis 2013 - Present
LexisNexis 2012 - 2013
LexisNexis 2009 - 2011
LexisNexis 2008 - 2009
Optimal Decisions Group 2006 - 2008
EARNEST Partners June 2004 - August 2004
Skills
Analytics, Predictive Analytics, Predictive Modeling, Data Analysis, Data Mining, Statistical Modeling, Statistics, OLAP, Segmentation, Business Analytics, R, Big Data, Business Intelligence, Optimization, Strategy, Business Analysis, Management, SQL, Analysis, Leadership, Consulting, Project Management, Statistical Data..., Data Modeling
Education
Massachusetts Institute of Technology
Doctor of Philosophy (Ph.D.)
Tsinghua University
Bachelor of Science (BS)
LexisNexis 2013 - Present
LexisNexis 2012 - 2013
LexisNexis 2009 - 2011
LexisNexis 2008 - 2009
Optimal Decisions Group 2006 - 2008
EARNEST Partners June 2004 - August 2004
Skills
Analytics, Predictive Analytics, Predictive Modeling, Data Analysis, Data Mining, Statistical Modeling, Statistics, OLAP, Segmentation, Business Analytics, R, Big Data, Business Intelligence, Optimization, Strategy, Business Analysis, Management, SQL, Analysis, Leadership, Consulting, Project Management, Statistical Data..., Data Modeling
Education
Massachusetts Institute of Technology
Doctor of Philosophy (Ph.D.)
Tsinghua University
Bachelor of Science (BS)
Juliet Henderson Juliet Henderson's EARNEST Partners Experience August 2004 - December 2007
Job Key Account Marketing Manager Manheim
Industry Consumer Goods
Experience
Cox Automotive Inc. March 2012 - Present
Newell Rubbermaid November 2009 - March 2012
oneCARE December 2008 - June 2009
Spectrum Brands January 2008 - November 2008
EARNEST Partners August 2004 - December 2007
Plaid Enterprises May 2004 - August 2004
Skills
Consumer Products, Customer Insight
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
MS, Marketing
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
MBA, Marketing
Kennesaw State University 2002 — 2004
BBA, Marketing
Cox Automotive Inc. March 2012 - Present
Newell Rubbermaid November 2009 - March 2012
oneCARE December 2008 - June 2009
Spectrum Brands January 2008 - November 2008
EARNEST Partners August 2004 - December 2007
Plaid Enterprises May 2004 - August 2004
Skills
Consumer Products, Customer Insight
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
MS, Marketing
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
MBA, Marketing
Kennesaw State University 2002 — 2004
BBA, Marketing
Julia Bernier, CIPM Julia Bernier, CIPM's EARNEST Partners Experience June 2013 - February 2015
Job Consultant Strategy Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan Asset Management February 2015 - Present
EARNEST Partners June 2013 - February 2015
Imerys May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Marketing, Microsoft Word, Microsoft Excel, FactSet, Performance Attribution, Performance Measurement
Education
University of Georgia - Terry College of Business 2010 — 2013
Bachelors of Business Administration, Marketing, Minor: Anthropology, 3.72
J.P. Morgan Asset Management February 2015 - Present
EARNEST Partners June 2013 - February 2015
Imerys May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Marketing, Microsoft Word, Microsoft Excel, FactSet, Performance Attribution, Performance Measurement
Education
University of Georgia - Terry College of Business 2010 — 2013
Bachelors of Business Administration, Marketing, Minor: Anthropology, 3.72
Tom Venezia Tom Venezia's EARNEST Partners Experience February 2014 - Present
Job Investment Management at EARNEST Partners
Industry Investment Management
Experience
EARNEST Partners February 2014 - Present
HDH Advisors, LLC July 2013 - November 2013
GenOn Energy January 2011 - June 2013
GenOn Energy (formely Mirant) January 2008 - January 2011
The Private Bank June 2007 - December 2007
Skills
Swaps, Commodity Markets, Energy, Analysis, Financial Modeling, Risk Management, Statistical Modeling, Valuation, Settlement, Greeks, Options, Hedging, Financial Risk, Market Risk, Forecasting, Trading, Portfolio Management, Investments, Commodity, Financial Analysis
Education
Emory University - Goizueta Business School 2011 — 2014
MBA, Finance & Capital Markets, Deans List
University of South Carolina - The Moore School of Business 2003 — 2007
Bachelor, Finance, Magna Cum Laude
CFA Candidate
EARNEST Partners February 2014 - Present
HDH Advisors, LLC July 2013 - November 2013
GenOn Energy January 2011 - June 2013
GenOn Energy (formely Mirant) January 2008 - January 2011
The Private Bank June 2007 - December 2007
Skills
Swaps, Commodity Markets, Energy, Analysis, Financial Modeling, Risk Management, Statistical Modeling, Valuation, Settlement, Greeks, Options, Hedging, Financial Risk, Market Risk, Forecasting, Trading, Portfolio Management, Investments, Commodity, Financial Analysis
Education
Emory University - Goizueta Business School 2011 — 2014
MBA, Finance & Capital Markets, Deans List
University of South Carolina - The Moore School of Business 2003 — 2007
Bachelor, Finance, Magna Cum Laude
CFA Candidate
Katie Driver Owen Katie Driver Owen's EARNEST Partners Experience February 2005 - December 2012
Job Parish Administrator at Calvary Episcopal Church
Industry Religious Institutions
Experience
Calvary Episcopal Church February 2013 - Present
EARNEST Partners February 2005 - December 2012
SunTrust Robinson Humphrey June 1999 - February 2005
Education
Furman University 1995 — 1999
BA, Business Administration, Spanish
Calvary Episcopal Church February 2013 - Present
EARNEST Partners February 2005 - December 2012
SunTrust Robinson Humphrey June 1999 - February 2005
Education
Furman University 1995 — 1999
BA, Business Administration, Spanish
Keith Isbell Keith Isbell's EARNEST Partners Experience May 2002 - June 2006
Job Digital Marketing Specialist at ChiroHealthUSA
Industry Law Practice
Experience
ChiroHealthUSA June 2015 - Present
Chinn & Associates, PLLC June 2006 - June 2015
Apple Retail November 2009 - April 2010
EARNEST Partners May 2002 - June 2006
Venture Technologies September 2000 - December 2001
The Clarion-Ledger May 1999 - August 2000
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, Strategic Planning, Social Media, Public Speaking, Project Management, Social Networking, Social Media Marketing, Editing, Mac, Time Management, Troubleshooting, Project Planning, WordPress, System Administration, Teaching, Non-profits, Leadership Development, Volunteer Management, Coaching, English, Windows, Advertising, Training, Marketing, Web Design, Facebook, Photoshop, Press Releases, Creative Writing, Account Management, Legal Writing, Access, Team Building, Fundraising, Public Relations, New Business Development, Team Leadership, Marketing Communications, Budgets, Photography, Accounting, Sales, Data Analysis, Leadership, Proofreading
Education
University of Southern Mississippi 1997 — 1999
BA, Radio, TV & Film/Music
Millsaps College 1995 — 1997
Music/Theatre
Emory University 1994 — 1995
Music
ChiroHealthUSA June 2015 - Present
Chinn & Associates, PLLC June 2006 - June 2015
Apple Retail November 2009 - April 2010
EARNEST Partners May 2002 - June 2006
Venture Technologies September 2000 - December 2001
The Clarion-Ledger May 1999 - August 2000
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, Strategic Planning, Social Media, Public Speaking, Project Management, Social Networking, Social Media Marketing, Editing, Mac, Time Management, Troubleshooting, Project Planning, WordPress, System Administration, Teaching, Non-profits, Leadership Development, Volunteer Management, Coaching, English, Windows, Advertising, Training, Marketing, Web Design, Facebook, Photoshop, Press Releases, Creative Writing, Account Management, Legal Writing, Access, Team Building, Fundraising, Public Relations, New Business Development, Team Leadership, Marketing Communications, Budgets, Photography, Accounting, Sales, Data Analysis, Leadership, Proofreading
Education
University of Southern Mississippi 1997 — 1999
BA, Radio, TV & Film/Music
Millsaps College 1995 — 1997
Music/Theatre
Emory University 1994 — 1995
Music
Andrew Killpack Andrew Killpack's EARNEST Partners Experience January 2014 - September 2014
Job Equity Trader at EARNEST Partners
Industry Financial Services
Experience
EARNEST Partners January 2014 - September 2014
EARNEST Partners April 2013 - January 2014
Smith & Howard January 2013 - April 2013
Skills
Financial Reporting, US GAAP, Microsoft Excel, VBA, GAAS
Education
Georgia Institute of Technology 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, Accounting Concentration
EARNEST Partners January 2014 - September 2014
EARNEST Partners April 2013 - January 2014
Smith & Howard January 2013 - April 2013
Skills
Financial Reporting, US GAAP, Microsoft Excel, VBA, GAAS
Education
Georgia Institute of Technology 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, Accounting Concentration
Yuca Gu, CFA, FRM's EARNEST Partners Experience June 2011 - January 2015
Job Investment management
Industry Financial Services
Experience
voya January 2015 - Present
EARNEST Partners June 2011 - January 2015
ING May 2009 - June 2011
Bank of America September 2007 - June 2008
HSBC July 2004 - September 2007
Skills
Portfolio Management, Equities, Finance, Credit Analysis, Financial Modeling, Valuation, Investments, Financial Analysis, Fixed Income, Credit Risk, Financial Statement..., Emerging Markets, China A share, Fundamental Analysis
Education
Emory University - Goizueta Business School 2008 — 2010
MBA, Finance, Accounting
Fudan University 1997 — 2004
BA, MA, International Economics
voya January 2015 - Present
EARNEST Partners June 2011 - January 2015
ING May 2009 - June 2011
Bank of America September 2007 - June 2008
HSBC July 2004 - September 2007
Skills
Portfolio Management, Equities, Finance, Credit Analysis, Financial Modeling, Valuation, Investments, Financial Analysis, Fixed Income, Credit Risk, Financial Statement..., Emerging Markets, China A share, Fundamental Analysis
Education
Emory University - Goizueta Business School 2008 — 2010
MBA, Finance, Accounting
Fudan University 1997 — 2004
BA, MA, International Economics
Amit Baid's EARNEST Partners Experience May 2006 - July 2006
Job Investor
Industry Internet
Experience
Neuberger Berman 2015 - Present
Pipal Tech Ventures June 2011 - Present
Turner Investments 2013 - 2014
Fidelity Investments (Pyramis) July 2007 - June 2012
Breadcrumb POS (sold to Groupon) January 2011 - May 2012
Millennium Technology Ventures July 2006 - September 2006
Earnest Partners May 2006 - July 2006
SAP America January 2005 - August 2005
SAP America January 2003 - January 2005
SAP America August 2001 - January 2003
Skills
Investment Management, Hedge Funds, Accounting, Financial Modeling, Angel Investing, Public Equity Offerings, SaaS, Cloud Computing, Digital Marketing, CRM, Mobile Applications, Mobile Marketing, Social Media Strategist, Technology Evangelist, Equity Valuation, Business Strategy, Go-to-market Strategy, Entrepreneurship, Product Management, Consulting, SAP, Product Design, Internet, Analytics, Mobile Payments, Corporate Development, IT Strategy, Private Equity, Strategic Partnerships, Strategy, Enterprise Software, Start-ups
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Stanford University 2004 — 2005
APM (not completed)
National Institute of Technology Tiruchirappalli 1994 — 1998
BE
National Institute of Technology, Trichi, India 1994 — 1998
BE
St. Stanislaus 1989 — 1992
Danielson English Medium School 1983 — 1989
Neuberger Berman 2015 - Present
Pipal Tech Ventures June 2011 - Present
Turner Investments 2013 - 2014
Fidelity Investments (Pyramis) July 2007 - June 2012
Breadcrumb POS (sold to Groupon) January 2011 - May 2012
Millennium Technology Ventures July 2006 - September 2006
Earnest Partners May 2006 - July 2006
SAP America January 2005 - August 2005
SAP America January 2003 - January 2005
SAP America August 2001 - January 2003
Skills
Investment Management, Hedge Funds, Accounting, Financial Modeling, Angel Investing, Public Equity Offerings, SaaS, Cloud Computing, Digital Marketing, CRM, Mobile Applications, Mobile Marketing, Social Media Strategist, Technology Evangelist, Equity Valuation, Business Strategy, Go-to-market Strategy, Entrepreneurship, Product Management, Consulting, SAP, Product Design, Internet, Analytics, Mobile Payments, Corporate Development, IT Strategy, Private Equity, Strategic Partnerships, Strategy, Enterprise Software, Start-ups
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Stanford University 2004 — 2005
APM (not completed)
National Institute of Technology Tiruchirappalli 1994 — 1998
BE
National Institute of Technology, Trichi, India 1994 — 1998
BE
St. Stanislaus 1989 — 1992
Danielson English Medium School 1983 — 1989
Hassaan Shafqat's EARNEST Partners Experience May 2013 - August 2014
Job Electrical Engineering Student at Georgia Tech
Industry Broadcast Media
Experience
Amazon January 2015 - July 2015
EARNEST Partners May 2013 - August 2014
Turner Broadcasting June 2011 - September 2012
Skills
Python, Digital Media, Microsoft Office, Video Production, Video, Compliance, Investment Compliance, Information Technology, Social Media, Microsoft Excel, Broadcast, Television, New Media, Avid, Post Production, Video Editing, Radio, Broadcast Journalism, HD Video, Entertainment, VOD, Broadcast Engineering, Media Production, Non-linear Editing, SQL, Visual Basic, Android, iOS, Financial Audits, Internal Audit, Financial Analysis, Financial Reporting, Product Strategy, Trend Forecasting, PowerPoint
Education
Georgia Institute of Technology 2011 — 2016
Bachelor of Science (B.S.), Electrical Engineering and Finance
Amazon January 2015 - July 2015
EARNEST Partners May 2013 - August 2014
Turner Broadcasting June 2011 - September 2012
Skills
Python, Digital Media, Microsoft Office, Video Production, Video, Compliance, Investment Compliance, Information Technology, Social Media, Microsoft Excel, Broadcast, Television, New Media, Avid, Post Production, Video Editing, Radio, Broadcast Journalism, HD Video, Entertainment, VOD, Broadcast Engineering, Media Production, Non-linear Editing, SQL, Visual Basic, Android, iOS, Financial Audits, Internal Audit, Financial Analysis, Financial Reporting, Product Strategy, Trend Forecasting, PowerPoint
Education
Georgia Institute of Technology 2011 — 2016
Bachelor of Science (B.S.), Electrical Engineering and Finance
Fabian Jones's EARNEST Partners Experience May 2004 - August 2004
Job Fixed Income Research Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2005 - Present
Earnest Partners May 2004 - August 2004
JPMorgan Chase June 2003 - August 2003
Education
Massachusetts Institute of Technology 2001 — 2005
Fidelity Investments June 2005 - Present
Earnest Partners May 2004 - August 2004
JPMorgan Chase June 2003 - August 2003
Education
Massachusetts Institute of Technology 2001 — 2005
Becky Do's EARNEST Partners Experience September 1999 - Present
Job Chief of Staff and Director at EARNEST Partners
Industry Investment Management
Experience
EARNEST Partners September 1999 - Present
INVESCO 1993 - 1999
Skills
Asset Management, Equities, Portfolio Management, Investments, Fixed Income, Emerging Markets, Investment Management, Asset Allocation, Valuation, Financial Modeling, Alternative Investments, Equity Research, Asset Managment, Human Resources, Financial Analysis, Private Equity, Bloomberg, Hedge Funds
Education
Auburn University at Montgomery 1984 — 1991
EARNEST Partners September 1999 - Present
INVESCO 1993 - 1999
Skills
Asset Management, Equities, Portfolio Management, Investments, Fixed Income, Emerging Markets, Investment Management, Asset Allocation, Valuation, Financial Modeling, Alternative Investments, Equity Research, Asset Managment, Human Resources, Financial Analysis, Private Equity, Bloomberg, Hedge Funds
Education
Auburn University at Montgomery 1984 — 1991
Brad Buie, CFA's EARNEST Partners Experience 2006 - 2009
Job Portfolio Manager at Atlanta Capital Management
Industry Investment Management
Experience
Atlanta Capital Management January 2010 - Present
EARNEST Partners 2006 - 2009
Seix Advisors June 2004 - June 2006
NASD 1993 - 1996
Skills
Financial Modeling, Fixed Income, Portfolio Management, Bonds, Asset Managment, Investments, Asset Allocation, Asset Management
Education
Auburn University 1989 — 1993
BS, Finance
Auburn University, College of Business 1989 — 1993
Atlanta Capital Management January 2010 - Present
EARNEST Partners 2006 - 2009
Seix Advisors June 2004 - June 2006
NASD 1993 - 1996
Skills
Financial Modeling, Fixed Income, Portfolio Management, Bonds, Asset Managment, Investments, Asset Allocation, Asset Management
Education
Auburn University 1989 — 1993
BS, Finance
Auburn University, College of Business 1989 — 1993
Christy Malcom's EARNEST Partners Experience April 2012 - October 2013
Job Account Director at Relevance Advisors
Industry Online Media
Experience
Relevance Advisors May 2012 - Present
EARNEST Partners April 2012 - October 2013
EARNEST Partners August 2005 - April 2012
LCG Associates October 1999 - August 2005
Hewitt Associates 1999 - 1999
Skills
Excel, Investments, Customer Relations, PowerPoint, Financial Analysis, Operations Management, Online Advertising, SEO, Digital Marketing, Securities, Sales, Portfolio Management, Microsoft Excel, Marketing, Fixed Income, Equities, Customer Service, Business Development, Bloomberg, Asset Management, Asset Allocation, Marketing Strategy, Social Media, New Business Development, Microsoft Office, Budgets, Finance, Data Analysis, Online Marketing, Social Media Marketing, Project Planning, Financial Reporting
Education
University of Georgia - Terry College of Business 1995 — 1999
BBA, Finance (Magna Cum Laude)
Relevance Advisors May 2012 - Present
EARNEST Partners April 2012 - October 2013
EARNEST Partners August 2005 - April 2012
LCG Associates October 1999 - August 2005
Hewitt Associates 1999 - 1999
Skills
Excel, Investments, Customer Relations, PowerPoint, Financial Analysis, Operations Management, Online Advertising, SEO, Digital Marketing, Securities, Sales, Portfolio Management, Microsoft Excel, Marketing, Fixed Income, Equities, Customer Service, Business Development, Bloomberg, Asset Management, Asset Allocation, Marketing Strategy, Social Media, New Business Development, Microsoft Office, Budgets, Finance, Data Analysis, Online Marketing, Social Media Marketing, Project Planning, Financial Reporting
Education
University of Georgia - Terry College of Business 1995 — 1999
BBA, Finance (Magna Cum Laude)
Patmon Malcom, CFA's EARNEST Partners Experience June 2005 - Present
Job Partner at EARNEST Partners
Industry Financial Services
Experience
EARNEST Partners Global Funds, plc. November 2013 - Present
EARNEST Partners June 2005 - Present
JPMorgan Chase June 2003 - May 2005
US Army June 1993 - May 2001
Education
Emory University - Goizueta Business School 2001 — 2003
Master of Business Administration (MBA)
United States Military Academy at West Point 1989 — 1993
EARNEST Partners Global Funds, plc. November 2013 - Present
EARNEST Partners June 2005 - Present
JPMorgan Chase June 2003 - May 2005
US Army June 1993 - May 2001
Education
Emory University - Goizueta Business School 2001 — 2003
Master of Business Administration (MBA)
United States Military Academy at West Point 1989 — 1993
Douglas Sevier Folk's EARNEST Partners Experience 1996 - Present
Job Partner at EARNEST Partners
Industry Investment Management
Experience
EARNEST Partners 1996 - Present
Southern Farm Bureau Life Insurance Company 1986 - 1996
Skills
Investments, Asset Management, Fixed Income, Equities, Portfolio Management, Bloomberg, Financial Modeling, Financial Analysis, Securities, Wealth Management, Asset Allocation, Insurance, Investment Strategies, High Yield, Bonds, Institutional, Credit, Asset Managment
Education
Millsaps College 1979 — 1983
Bachelor of Arts (B.A.), History
EARNEST Partners 1996 - Present
Southern Farm Bureau Life Insurance Company 1986 - 1996
Skills
Investments, Asset Management, Fixed Income, Equities, Portfolio Management, Bloomberg, Financial Modeling, Financial Analysis, Securities, Wealth Management, Asset Allocation, Insurance, Investment Strategies, High Yield, Bonds, Institutional, Credit, Asset Managment
Education
Millsaps College 1979 — 1983
Bachelor of Arts (B.A.), History
Jerome Turner's EARNEST Partners Experience 2003 - 2007
Job Portfolio Analyst at Atlanta Housing Authority
Industry Financial Services
Experience
Atlanta Housing Authority October 2010 - Present
Invesco 2007 - 2009
EARNEST Partners 2003 - 2007
Fortis 2000 - 2003
Mellon Financial 1998 - 2000
Education
Geneva College 1993 — 1997
BSBA, Finance
Atlanta Housing Authority October 2010 - Present
Invesco 2007 - 2009
EARNEST Partners 2003 - 2007
Fortis 2000 - 2003
Mellon Financial 1998 - 2000
Education
Geneva College 1993 — 1997
BSBA, Finance
Chris Fitze's EARNEST Partners Experience 2003 - Present
Job Investment Management at EARNEST Partners
Industry Investment Management
Experience
EARNEST Partners 2003 - Present
Skills
Equities, Fixed Income, Trading, Equity Research, Asset Management, Bloomberg, Alternative Investments, Asset Allocation, Bonds, Capital Markets, Derivatives, Emerging Markets, Financial Modeling, Hedge Funds, Investment Management, Investment Strategies, Investments, Portfolio Management, Securities, Valuation
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance
Emory University 1999 — 2003
BA, Economics
EARNEST Partners 2003 - Present
Skills
Equities, Fixed Income, Trading, Equity Research, Asset Management, Bloomberg, Alternative Investments, Asset Allocation, Bonds, Capital Markets, Derivatives, Emerging Markets, Financial Modeling, Hedge Funds, Investment Management, Investment Strategies, Investments, Portfolio Management, Securities, Valuation
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance
Emory University 1999 — 2003
BA, Economics
Andrew Farmer's EARNEST Partners Experience May 2008 - Present
Job Investment Professional
Industry Investment Management
Experience
EARNEST Partners Global Funds, plc. November 2013 - Present
EARNEST Partners May 2008 - Present
Harpeth Capital, LLC September 2007 - May 2008
OutofLineApparel 2004 - 2008
Skills
Equities, Investments, Fixed Income, Investment Banking, UCITS, Bloomberg, Mergers & Acquisitions, Alternative Investments, Finance, Investment Management, Product Management, Marketing, Competitive Analysis, Marketing Strategy, Mutual Funds, Investment Strategies, Institutional..., Investment Products, Start-ups, Social Media Marketing, New Business Development, Asset Management, Portfolio Management, Asset Allocation, Hedge Funds, Investment Promotion, Wealth Management, Capital Markets, Private Equity, Securities, Pension Funds, Funding, Performance Attribution, Fund Vehicles, Financial Modeling, Endowments, Investment Operations, Defined Benefit, Investment Vehicles, Bloomberg Terminal, Managing Accounts, Managed Accounts, Defined Contribtuion, Institutional Investors, Financial Structuring, Equity Research, Bonds, Emerging Markets, Valuation, Equity Valuation
Education
Lipscomb University 2004 — 2008
Finance & Econ, Financial Markets
EARNEST Partners Global Funds, plc. November 2013 - Present
EARNEST Partners May 2008 - Present
Harpeth Capital, LLC September 2007 - May 2008
OutofLineApparel 2004 - 2008
Skills
Equities, Investments, Fixed Income, Investment Banking, UCITS, Bloomberg, Mergers & Acquisitions, Alternative Investments, Finance, Investment Management, Product Management, Marketing, Competitive Analysis, Marketing Strategy, Mutual Funds, Investment Strategies, Institutional..., Investment Products, Start-ups, Social Media Marketing, New Business Development, Asset Management, Portfolio Management, Asset Allocation, Hedge Funds, Investment Promotion, Wealth Management, Capital Markets, Private Equity, Securities, Pension Funds, Funding, Performance Attribution, Fund Vehicles, Financial Modeling, Endowments, Investment Operations, Defined Benefit, Investment Vehicles, Bloomberg Terminal, Managing Accounts, Managed Accounts, Defined Contribtuion, Institutional Investors, Financial Structuring, Equity Research, Bonds, Emerging Markets, Valuation, Equity Valuation
Education
Lipscomb University 2004 — 2008
Finance & Econ, Financial Markets
Trey Greer, CFA, CPA's EARNEST Partners Experience June 2000 - Present
Job Partner, EARNEST Partners
Industry Investment Management
Experience
EARNEST Partners June 2000 - Present
AMVESCAP June 1998 - May 2000
Arthur Andersen 1992 - 1997
Education
UNC Chapel Hill 1988 — 1992
Bachelor of Business Administration (B.B.A.); Master of Accounting
Emory University - Goizueta Business School 1997 — 1998
MBA, Business
Riverwood High School 1984 — 1988
EARNEST Partners June 2000 - Present
AMVESCAP June 1998 - May 2000
Arthur Andersen 1992 - 1997
Education
UNC Chapel Hill 1988 — 1992
Bachelor of Business Administration (B.B.A.); Master of Accounting
Emory University - Goizueta Business School 1997 — 1998
MBA, Business
Riverwood High School 1984 — 1988
Cynthia Dempsey, CFA, CPA's EARNEST Partners Experience 2002 - 2003
Job General Partner, Director of Investor Relations at Bay Point Advisors, LLC
Industry Financial Services
Experience
Bay Point Advisors, LLC 2012 - Present
Citadel Investment Group 2010 - 2011
ING Investment Management 2003 - 2009
EARNEST Partners 2002 - 2003
Wachovia, A Wells Fargo Company 2001 - 2002
Arthur Andersen Institutional Investment Consulting 1999 - 2001
Goldman Sachs 1996 - 1998
Calibre Financial Group 1993 - 1996
Calibre Financial Group 1993 - 1996
Calibre Financial Group 1993 - 1996
Skills
Asset Managment, Fixed Income, Strategic Planning, Financial Services, Business Development, Hedge Funds, Asset Management, Investment Strategies, Investments, Asset Allocation, Capital Markets, Due Diligence, Equities, Investment Advisory, Finance, Portfolio Management
Education
Briarcrest
University of Alabama
BS
Bay Point Advisors, LLC 2012 - Present
Citadel Investment Group 2010 - 2011
ING Investment Management 2003 - 2009
EARNEST Partners 2002 - 2003
Wachovia, A Wells Fargo Company 2001 - 2002
Arthur Andersen Institutional Investment Consulting 1999 - 2001
Goldman Sachs 1996 - 1998
Calibre Financial Group 1993 - 1996
Calibre Financial Group 1993 - 1996
Calibre Financial Group 1993 - 1996
Skills
Asset Managment, Fixed Income, Strategic Planning, Financial Services, Business Development, Hedge Funds, Asset Management, Investment Strategies, Investments, Asset Allocation, Capital Markets, Due Diligence, Equities, Investment Advisory, Finance, Portfolio Management
Education
Briarcrest
University of Alabama
BS
Mondrell T. Moore's EARNEST Partners Experience 2008 - 2015
Job Senior Vice President at Herndon Capital Management, LLC
Industry Investment Management
Experience
Herndon Capital Management, LLC 2015 - Present
EARNEST Partners 2008 - 2015
SunTrust Robinson Humphrey 2006 - 2008
The Bank of New York 2004 - 2006
Brown Brothers Harriman 1998 - 2002
Skills
Fixed Income, Financial Modeling, Equities, Valuation, Asset Management, Business Strategy, Corporate Finance, Financial Analysis, Investments, Asset Allocation, Bloomberg, Investment Management, Portfolio Management, Securities, Business Development, Relationship Management, FactSet, Lipper, Client Relations, Investment Strategies
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Entrepreneurship & Private Equity
University of Melbourne - Melbourne Business School 2004 — 2004
MBA - International Graduate Program - Australia
Clark Atlanta University 1994 — 1998
BA, Business Administration / Finance
Herndon Capital Management, LLC 2015 - Present
EARNEST Partners 2008 - 2015
SunTrust Robinson Humphrey 2006 - 2008
The Bank of New York 2004 - 2006
Brown Brothers Harriman 1998 - 2002
Skills
Fixed Income, Financial Modeling, Equities, Valuation, Asset Management, Business Strategy, Corporate Finance, Financial Analysis, Investments, Asset Allocation, Bloomberg, Investment Management, Portfolio Management, Securities, Business Development, Relationship Management, FactSet, Lipper, Client Relations, Investment Strategies
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Entrepreneurship & Private Equity
University of Melbourne - Melbourne Business School 2004 — 2004
MBA - International Graduate Program - Australia
Clark Atlanta University 1994 — 1998
BA, Business Administration / Finance
John Whitmore's EARNEST Partners Experience January 2005 - Present
Job Partner & Chief Operating Officer at EARNEST Partners
Industry Investment Management
Experience
EARNEST Partners January 2005 - Present
EWM Group PC 1999 - 2005
Agee Fisher 1998 - 1999
Pryba Tobin & Company 1995 - 1998
Skills
Entrepreneurship, Negotiating Contracts, Business Strategy, Accounting, Insurance, Asset Management, Investments, Financial Analysis, Alternative Investments, Due Diligence, Venture Capital, Asset Managment, Contract Negotiation, Microsoft Excel, Management Consulting, Strategic Planning, Financial Reporting, Finance, Financial Services, Operations Management, Customer Service, Public Speaking, PPMS, Organizational Structure, Private Equity, Corporate Development, Real Estate, Executive Management, Strategic Financial..., Auditing, Start-ups, Business Development, Real Estate Development, Restructuring, Portfolio Management, LIHTC, Land Conservation, Asset Based Lending, Screenwriting, Equities, Financial Modeling, Corporate Finance, Hedge Funds, Capital Markets
Education
State University of New York College at Fredonia 1992 — 1994
Bachelors
Hudson Valley Community College 1990 — 1992
Associate of Science (A.S.)
EARNEST Partners January 2005 - Present
EWM Group PC 1999 - 2005
Agee Fisher 1998 - 1999
Pryba Tobin & Company 1995 - 1998
Skills
Entrepreneurship, Negotiating Contracts, Business Strategy, Accounting, Insurance, Asset Management, Investments, Financial Analysis, Alternative Investments, Due Diligence, Venture Capital, Asset Managment, Contract Negotiation, Microsoft Excel, Management Consulting, Strategic Planning, Financial Reporting, Finance, Financial Services, Operations Management, Customer Service, Public Speaking, PPMS, Organizational Structure, Private Equity, Corporate Development, Real Estate, Executive Management, Strategic Financial..., Auditing, Start-ups, Business Development, Real Estate Development, Restructuring, Portfolio Management, LIHTC, Land Conservation, Asset Based Lending, Screenwriting, Equities, Financial Modeling, Corporate Finance, Hedge Funds, Capital Markets
Education
State University of New York College at Fredonia 1992 — 1994
Bachelors
Hudson Valley Community College 1990 — 1992
Associate of Science (A.S.)
Olivia Vaughn's EARNEST Partners Experience July 2007 - July 2014
Job Owner, Primrose School of Brookhaven
Industry Education Management
Experience
Primrose School of Brookhaven July 2014 - Present
EARNEST Partners July 2007 - July 2014
Habif, Arogeti & Wynne,LLP February 2005 - June 2007
Deloitte October 2002 - January 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Strategic Planning, Sales, Social Media, Retail, Research, Management, Accounting, Financial Analysis, Financial Modeling, Leadership, Public Speaking
Education
University of North Carolina at Chapel Hill 2001 — 2002
Master's Degree, Accounting
University of North Carolina at Chapel Hill 1998 — 2000
Bachelor's Degree, Business/Corporate Communications
Western Washington University 1997 — 1998
Business Administration and Management, General
California State University-Chico 1996 — 1997
Saint Mary's College of California 1995 — 1996
Primrose School of Brookhaven July 2014 - Present
EARNEST Partners July 2007 - July 2014
Habif, Arogeti & Wynne,LLP February 2005 - June 2007
Deloitte October 2002 - January 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Strategic Planning, Sales, Social Media, Retail, Research, Management, Accounting, Financial Analysis, Financial Modeling, Leadership, Public Speaking
Education
University of North Carolina at Chapel Hill 2001 — 2002
Master's Degree, Accounting
University of North Carolina at Chapel Hill 1998 — 2000
Bachelor's Degree, Business/Corporate Communications
Western Washington University 1997 — 1998
Business Administration and Management, General
California State University-Chico 1996 — 1997
Saint Mary's College of California 1995 — 1996
Greg Borek's EARNEST Partners Experience October 2012 - July 2014
Job MBA candidate at Columbia Business School
Industry Investment Banking
Experience
J.P. Morgan June 2015 - August 2015
EARNEST Partners October 2012 - July 2014
US Navy May 2007 - October 2012
Education
Columbia University in the City of New York 2014 — 2016
Master of Business Administration (MBA)
University of Cambridge 2007 — 2009
Master of Arts (M.A.), Computer Science
United States Naval Academy 2003 — 2007
B.S., Mechanical Engineering
J.P. Morgan June 2015 - August 2015
EARNEST Partners October 2012 - July 2014
US Navy May 2007 - October 2012
Education
Columbia University in the City of New York 2014 — 2016
Master of Business Administration (MBA)
University of Cambridge 2007 — 2009
Master of Arts (M.A.), Computer Science
United States Naval Academy 2003 — 2007
B.S., Mechanical Engineering
Kathleen Souza's EARNEST Partners Experience March 2012 - January 2013
Job MBA Student University of Georgia
Industry Marketing and Advertising
Experience
Velox Insurance September 2007 - Present
EARNEST Partners March 2012 - January 2013
EARNEST Partners June 2011 - March 2012
Chatham Capital January 2009 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, International Relations, Spanish, Customer Service, Strategic Planning, Social Media, Analysis, Data Analysis, Marketing Strategy, Product Management, Consulting, Financial Reporting, Financial Accounting, Financial Analysis, Brazilian Portuguese, Corporate Finance, Online Marketing, Strategy, Business Analysis, Portfolio Management, Investments, Business Planning, Finance, Financial Modeling
Education
University of Georgia - Terry College of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Kennesaw State University - Michael J. Coles College of Business 2006 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Velox Insurance September 2007 - Present
EARNEST Partners March 2012 - January 2013
EARNEST Partners June 2011 - March 2012
Chatham Capital January 2009 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, International Relations, Spanish, Customer Service, Strategic Planning, Social Media, Analysis, Data Analysis, Marketing Strategy, Product Management, Consulting, Financial Reporting, Financial Accounting, Financial Analysis, Brazilian Portuguese, Corporate Finance, Online Marketing, Strategy, Business Analysis, Portfolio Management, Investments, Business Planning, Finance, Financial Modeling
Education
University of Georgia - Terry College of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Kennesaw State University - Michael J. Coles College of Business 2006 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Tanya Williams, CFA's EARNEST Partners Experience November 2007 - November 2008
Job Investment Management Executive | Expertise in Portfolio Management, Investment Research & Business Strategy
Industry Investment Management
Experience
Executes Thoughtful Investment Decisions and Employs Discipline December 2013 - Present
Guggenheim Partners April 2009 - November 2013
EARNEST Partners November 2007 - November 2008
Calvert Distributors, Inc. April 1999 - October 2007
Brinson Partners June 1993 - March 1999
Skills
Investments, Portfolio Management, Asset Allocation, Fundamental Investment..., Global Equities, Real Assets, Product Management, Business Strategy, Product Development, Leadership, Financial Behavior, Client Servicing, Separately Managed..., Mutual Funds, Investment Banking, Investment Strategies, Private Equity, Options, Equities, Competitive Analysis, Bonds, Hedge Funds
Education
Duke University - The Fuqua School of Business 1991 — 1993
M.B.A., Finance
Northwestern University
BA, Economics
Executes Thoughtful Investment Decisions and Employs Discipline December 2013 - Present
Guggenheim Partners April 2009 - November 2013
EARNEST Partners November 2007 - November 2008
Calvert Distributors, Inc. April 1999 - October 2007
Brinson Partners June 1993 - March 1999
Skills
Investments, Portfolio Management, Asset Allocation, Fundamental Investment..., Global Equities, Real Assets, Product Management, Business Strategy, Product Development, Leadership, Financial Behavior, Client Servicing, Separately Managed..., Mutual Funds, Investment Banking, Investment Strategies, Private Equity, Options, Equities, Competitive Analysis, Bonds, Hedge Funds
Education
Duke University - The Fuqua School of Business 1991 — 1993
M.B.A., Finance
Northwestern University
BA, Economics
Victoria Wenwen Wang's EARNEST Partners Experience June 2015 - August 2015
Job MBA Candidate at Harvard Business School
Industry Higher Education
Experience
EARNEST Partners June 2015 - August 2015
Procter & Gamble February 2012 - May 2014
Deutsche Bank September 2011 - December 2011
General Electric December 2009 - May 2010
Publicis Groupe June 2009 - September 2009
Ogilvy Public Relations Worldwide March 2009 - March 2009
L'Oreal July 2008 - September 2008
Education
Harvard Business School 2014 — 2016
MBA
Imperial College London 2010 — 2011
MSc
Fudan University 2006 — 2010
BA
EARNEST Partners June 2015 - August 2015
Procter & Gamble February 2012 - May 2014
Deutsche Bank September 2011 - December 2011
General Electric December 2009 - May 2010
Publicis Groupe June 2009 - September 2009
Ogilvy Public Relations Worldwide March 2009 - March 2009
L'Oreal July 2008 - September 2008
Education
Harvard Business School 2014 — 2016
MBA
Imperial College London 2010 — 2011
MSc
Fudan University 2006 — 2010
BA
Julian Albornoz's EARNEST Partners Experience June 2008 - August 2008
Job Equity Research Analyst at Pyramis Global Advisors
Industry Financial Services
Experience
Fidelity Investments (Pyramis Global Advisors) August 2009 - Present
EARNEST Partners June 2008 - August 2008
Banco de Credito June 2006 - June 2007
Banco de Credito 2004 - 2006
Banco de Credito 2002 - 2004
Banco de Credito 2000 - 2002
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
Colegio de Estudios Superiores de Administración
Fidelity Investments (Pyramis Global Advisors) August 2009 - Present
EARNEST Partners June 2008 - August 2008
Banco de Credito June 2006 - June 2007
Banco de Credito 2004 - 2006
Banco de Credito 2002 - 2004
Banco de Credito 2000 - 2002
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
Colegio de Estudios Superiores de Administración
Richard Burgess's EARNEST Partners Experience July 2011 - Present
Job Equity Analyst at EARNEST Partners
Industry Investment Management
Experience
EARNEST Partners July 2011 - Present
US Army 2003 - 2011
Skills
Equities, Equity Research, Asset Management, Investment Management, Asset Allocation, Investments, Valuation, Portfolio Management, Bloomberg, Fixed Income, Alternative Investments, Hedge Funds, Financial Modeling, Emerging Markets, Investment Strategies, Equity Valuation, Capital Markets, Bonds, Private Equity, Mutual Funds
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA)
United States Military Academy at West Point 1999 — 2003
BS in Engineering Physics
EARNEST Partners July 2011 - Present
US Army 2003 - 2011
Skills
Equities, Equity Research, Asset Management, Investment Management, Asset Allocation, Investments, Valuation, Portfolio Management, Bloomberg, Fixed Income, Alternative Investments, Hedge Funds, Financial Modeling, Emerging Markets, Investment Strategies, Equity Valuation, Capital Markets, Bonds, Private Equity, Mutual Funds
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA)
United States Military Academy at West Point 1999 — 2003
BS in Engineering Physics