Ensign Peak Advisors
Description
Address: Salt Lake City, UT 84150 Phone: (801) 715-0123: Hours: Website: Category: : Place name: : : : : Website: http://ensignpeak.com/ Category: Financial Planner 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 Ensign Peak Advisors Inc Posting publicly on the Web Write a review Reviews Be the first to review
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Ensign Peak Advisors Employees
Employee
Years
Job
Industry
Braden Bair Braden Bair's Ensign Peak Advisors Experience January 2012 - April 2012
Job Goldman Sachs Analyst
Industry Investment Management
Experience
Goldman Sachs June 2014 - Present
The Maize Inc. June 2010 - September 2013
American Express May 2013 - August 2013
Alta Ventures Mexico January 2013 - April 2013
Ensign Peak Advisors January 2012 - April 2012
Beneficial Financial Group September 2011 - December 2011
Skills
Bloomberg, Microsoft Office, Accounting, Data Analysis, Financial Analysis, Microsoft Excel, Public Speaking
Education
Brigham Young University 2008 — 2013
Bachelor of Science (B.S.), Management - Finance
Goldman Sachs June 2014 - Present
The Maize Inc. June 2010 - September 2013
American Express May 2013 - August 2013
Alta Ventures Mexico January 2013 - April 2013
Ensign Peak Advisors January 2012 - April 2012
Beneficial Financial Group September 2011 - December 2011
Skills
Bloomberg, Microsoft Office, Accounting, Data Analysis, Financial Analysis, Microsoft Excel, Public Speaking
Education
Brigham Young University 2008 — 2013
Bachelor of Science (B.S.), Management - Finance
Ben Kaufman Ben Kaufman's Ensign Peak Advisors Experience May 2010 - October 2010
Job AMS Global Account Finance Manager
Industry Information Technology and Services
Experience
Hewlett-Packard May 2014 - Present
Hewlett-Packard August 2012 - May 2014
Hewlett-Packard May 2011 - August 2012
BYU MBA Class of 2011 August 2009 - April 2011
Ensign Peak Advisors May 2010 - October 2010
vSpring Capital April 2009 - August 2009
Primary Residential Mortgage June 2008 - August 2009
Sterling Capital Management August 2007 - July 2008
Wachovia / World Savings November 2005 - August 2007
Skills
Finance, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Strategic Planning, Business Strategy, Microsoft Excel, Entrepreneurship, Public Speaking, Leadership, Speech Writing, Bloomberg, Capital IQ, P&L Responsibility, PowerPoint, Presentation Development, Presentation Coaching, Motivational Speaking, Strategy, Business Planning, Analysis, Corporate Finance, Start-ups, Team Building
Education
Brigham Young University 2009 — 2011
MBA, Finance & Strategy
Utah State University
BS, Aeronautical Engineering and Technology
Hewlett-Packard May 2014 - Present
Hewlett-Packard August 2012 - May 2014
Hewlett-Packard May 2011 - August 2012
BYU MBA Class of 2011 August 2009 - April 2011
Ensign Peak Advisors May 2010 - October 2010
vSpring Capital April 2009 - August 2009
Primary Residential Mortgage June 2008 - August 2009
Sterling Capital Management August 2007 - July 2008
Wachovia / World Savings November 2005 - August 2007
Skills
Finance, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Strategic Planning, Business Strategy, Microsoft Excel, Entrepreneurship, Public Speaking, Leadership, Speech Writing, Bloomberg, Capital IQ, P&L Responsibility, PowerPoint, Presentation Development, Presentation Coaching, Motivational Speaking, Strategy, Business Planning, Analysis, Corporate Finance, Start-ups, Team Building
Education
Brigham Young University 2009 — 2011
MBA, Finance & Strategy
Utah State University
BS, Aeronautical Engineering and Technology
Brooks Forrest Brooks Forrest's Ensign Peak Advisors Experience September 2011 - December 2011
Job Walmart | Real Estate Strategy
Industry Real Estate
Experience
Walmart June 2015 - Present
Walmart April 2014 - Present
Professor Alan Hurst June 2013 - Present
Wilkinson Barker Knauer, LLP May 2013 - June 2013
Ensign Peak Advisors September 2011 - December 2011
Goldman Sachs June 2011 - August 2011
Beneficial Financial Group September 2010 - December 2010
Skills
Microsoft Excel, Financial Analysis, Legal Research, Legal Writing, Public Speaking, PowerPoint, Leadership, Research, Microsoft Office, Data Analysis, Microsoft Word, Investments, Outlook, Organization, Korean, Management, Economics
Education
Brigham Young University—J. Reuben Clark Law School 2012 — 2015
Doctor of Law (J.D.)
Brigham Young University 2006 — 2012
Bachelor of Science (BS), Business Managment
Trabuco Hills High School
Walmart June 2015 - Present
Walmart April 2014 - Present
Professor Alan Hurst June 2013 - Present
Wilkinson Barker Knauer, LLP May 2013 - June 2013
Ensign Peak Advisors September 2011 - December 2011
Goldman Sachs June 2011 - August 2011
Beneficial Financial Group September 2010 - December 2010
Skills
Microsoft Excel, Financial Analysis, Legal Research, Legal Writing, Public Speaking, PowerPoint, Leadership, Research, Microsoft Office, Data Analysis, Microsoft Word, Investments, Outlook, Organization, Korean, Management, Economics
Education
Brigham Young University—J. Reuben Clark Law School 2012 — 2015
Doctor of Law (J.D.)
Brigham Young University 2006 — 2012
Bachelor of Science (BS), Business Managment
Trabuco Hills High School
Mitch Laubaugh Mitch Laubaugh's Ensign Peak Advisors Experience January 2012 - Present
Job Private Equity Associate at Ensign Peak Advisors
Industry Investment Management
Experience
Ensign Peak Advisors January 2012 - Present
Missionary Training Center April 2008 - December 2011
Skills
Private Equity, Due Diligence, Industry Research, Financial Analysis, Bloomberg, Equity Research, Valuation, Bloomberg Terminal, Economics, Equity Valuation, Capital Markets, Equities, Investment Strategies, Asset Allocation, Microsoft Office, Microsoft Excel
Education
Brigham Young University 2008 — 2012
BS, Business Management-Finance
Ensign Peak Advisors January 2012 - Present
Missionary Training Center April 2008 - December 2011
Skills
Private Equity, Due Diligence, Industry Research, Financial Analysis, Bloomberg, Equity Research, Valuation, Bloomberg Terminal, Economics, Equity Valuation, Capital Markets, Equities, Investment Strategies, Asset Allocation, Microsoft Office, Microsoft Excel
Education
Brigham Young University 2008 — 2012
BS, Business Management-Finance
Milan KC Milan KC's Ensign Peak Advisors Experience January 2010 - April 2010
Job Product Control
Industry Financial Services
Experience
Mitsubishi UFJ Securities (USA), Inc. September 2015 - Present
PwC September 2012 - Present
Brigham Young University August 2010 - December 2011
Global Financial Advisors August 2010 - December 2010
Portfolio Advisors, LLC August 2010 - December 2010
Ensign Peak Advisors January 2010 - April 2010
Seton Hill University 2007 - 2008
Skills
Private Equity, Microsoft Word, Investments, Portfolio Management, Valuation, Strategic Financial..., Financial Modeling, Microsoft Excel, Microsoft Office, Financial Analysis, Finance
Education
Brigham Young University 2009 — 2011
Bachelors in Finance, Finance
Seton Hill University 2007 — 2008
Mitsubishi UFJ Securities (USA), Inc. September 2015 - Present
PwC September 2012 - Present
Brigham Young University August 2010 - December 2011
Global Financial Advisors August 2010 - December 2010
Portfolio Advisors, LLC August 2010 - December 2010
Ensign Peak Advisors January 2010 - April 2010
Seton Hill University 2007 - 2008
Skills
Private Equity, Microsoft Word, Investments, Portfolio Management, Valuation, Strategic Financial..., Financial Modeling, Microsoft Excel, Microsoft Office, Financial Analysis, Finance
Education
Brigham Young University 2009 — 2011
Bachelors in Finance, Finance
Seton Hill University 2007 — 2008
Chris Chamberlain Chris Chamberlain's Ensign Peak Advisors Experience January 2011 - August 2011
Job Business Development at Pikkit
Industry Investment Management
Experience
Nevallco, LLC April 2012 - Present
Double Hit Investment Group, LLC June 2010 - Present
USU Center for Entrepreneurial Excellence September 2012 - May 2013
Huntsman Marketing Association September 2012 - May 2013
ISQ 2013 - 2013
S&S Energy April 2012 - September 2012
Ensign Peak Advisors January 2011 - August 2011
Redstone Advisors, LLC June 2010 - August 2010
Eldon R. Hugie - Attorney at Law / CPA June 2005 - August 2009
Skills
Financial Modeling, Financial Markets, Technical Writing, Strategic Consulting, Marketing Strategy, Economics, Bloomberg, Valuation, Bloomberg Terminal, Financial Analysis, Investments, Leadership, PowerPoint, Microsoft Excel, Venture Capital, Finance, Portfolio Management, Fixed Income, Capital Markets
Education
Utah State University - Jon M. Huntsman School of Business 2012 — 2013
Master of Business Administration (MBA), Entrepreneurship
Brigham Young University 2006 — 2012
BA, Economics, Minor, Business
Eagle High School 2002 — 2006
Nevallco, LLC April 2012 - Present
Double Hit Investment Group, LLC June 2010 - Present
USU Center for Entrepreneurial Excellence September 2012 - May 2013
Huntsman Marketing Association September 2012 - May 2013
ISQ 2013 - 2013
S&S Energy April 2012 - September 2012
Ensign Peak Advisors January 2011 - August 2011
Redstone Advisors, LLC June 2010 - August 2010
Eldon R. Hugie - Attorney at Law / CPA June 2005 - August 2009
Skills
Financial Modeling, Financial Markets, Technical Writing, Strategic Consulting, Marketing Strategy, Economics, Bloomberg, Valuation, Bloomberg Terminal, Financial Analysis, Investments, Leadership, PowerPoint, Microsoft Excel, Venture Capital, Finance, Portfolio Management, Fixed Income, Capital Markets
Education
Utah State University - Jon M. Huntsman School of Business 2012 — 2013
Master of Business Administration (MBA), Entrepreneurship
Brigham Young University 2006 — 2012
BA, Economics, Minor, Business
Eagle High School 2002 — 2006
Austin Read's Ensign Peak Advisors Experience January 2013 - April 2013
Job Analyst at Oak Hill Advisors, L.P.
Industry Financial Services
Experience
Oak Hill Advisors, L.P. August 2015 - Present
CIT July 2014 - Present
Audax Group June 2013 - August 2013
Oak Hill Advisors May 2013 - June 2013
Ensign Peak Advisors January 2013 - April 2013
Marriott School Business Career Center September 2012 - April 2013
Church of Jesus Christ of Latter Day Saints 2009 - 2011
Tupelo Honey-Productions March 2009 - December 2009
Sports Capital Partners Worldwide March 2009 - December 2009
Rising Star Outreach India June 2008 - August 2008
Skills
Analysis, Microsoft Excel, Leadership, Customer Service, Editing, Social Media, Management, Research, Training, Marketing, Recruiting, Public Speaking, Valuation, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Mergers & Acquisitions, Investments, Data Analysis, Teaching
Education
Brigham Young University 2011 — 2014
Bachelor of Science, Chinese, Business Administration and Management, General
Oak Hill Advisors, L.P. August 2015 - Present
CIT July 2014 - Present
Audax Group June 2013 - August 2013
Oak Hill Advisors May 2013 - June 2013
Ensign Peak Advisors January 2013 - April 2013
Marriott School Business Career Center September 2012 - April 2013
Church of Jesus Christ of Latter Day Saints 2009 - 2011
Tupelo Honey-Productions March 2009 - December 2009
Sports Capital Partners Worldwide March 2009 - December 2009
Rising Star Outreach India June 2008 - August 2008
Skills
Analysis, Microsoft Excel, Leadership, Customer Service, Editing, Social Media, Management, Research, Training, Marketing, Recruiting, Public Speaking, Valuation, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Mergers & Acquisitions, Investments, Data Analysis, Teaching
Education
Brigham Young University 2011 — 2014
Bachelor of Science, Chinese, Business Administration and Management, General
Christian Chineme's Ensign Peak Advisors Experience December 2011 - April 2012
Job Investment Accounting at Everest Reinsurance
Industry Financial Services
Experience
Everest Reinsurance May 2015 - Present
UBS Wealth Management May 2012 - August 2012
Ensign Peak Advisors December 2011 - April 2012
Security Metrics March 2011 - June 2011
Rapid Penetration of Markets, LLC January 2011 - April 2011
Atlanta, Georgia August 2006 - August 2008
Skills
Bloomberg Terminal, Capital IQ, Strategic Planning, Decision Making, Listening Skills, Building New..., Learning New Concepts, Capital Markets, Relationship Marketing, Portfolio Management, Bloomberg, Marketing, Strategy, Financial Modeling, Economics, Finance, Start-ups, Due Diligence, Investments, Trading, Financial Analysis, Corporate Finance, Banking, DCF, Valuation, Private Equity, Equity Research, Equities, Equity Valuation, Fixed Income, Stata, Econometrics, Investment Banking, Craigslist, Pinterest, Hedge Funds
Education
Brigham Young University 2005 — 2013
B.A., Economics
Everest Reinsurance May 2015 - Present
UBS Wealth Management May 2012 - August 2012
Ensign Peak Advisors December 2011 - April 2012
Security Metrics March 2011 - June 2011
Rapid Penetration of Markets, LLC January 2011 - April 2011
Atlanta, Georgia August 2006 - August 2008
Skills
Bloomberg Terminal, Capital IQ, Strategic Planning, Decision Making, Listening Skills, Building New..., Learning New Concepts, Capital Markets, Relationship Marketing, Portfolio Management, Bloomberg, Marketing, Strategy, Financial Modeling, Economics, Finance, Start-ups, Due Diligence, Investments, Trading, Financial Analysis, Corporate Finance, Banking, DCF, Valuation, Private Equity, Equity Research, Equities, Equity Valuation, Fixed Income, Stata, Econometrics, Investment Banking, Craigslist, Pinterest, Hedge Funds
Education
Brigham Young University 2005 — 2013
B.A., Economics
Jordan Larsen Jordan Larsen's Ensign Peak Advisors Experience July 2015 - Present
Job Equity Research Analyst
Industry
Experience
Ensign Peak Advisors July 2015 - Present
Weitz Investment Management October 2007 - June 2011
Wasatch Advisors December 2006 - August 2007
Skills
Bloomberg, Investment Strategies, Asset Allocation, Equity Research, Quantitative Analytics, Alternative Investments, Mutual Funds, Asset Management, Investments, Valuation, Data Analysis
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Westminster College 2001 — 2007
BS, Finance, General
Ensign Peak Advisors July 2015 - Present
Weitz Investment Management October 2007 - June 2011
Wasatch Advisors December 2006 - August 2007
Skills
Bloomberg, Investment Strategies, Asset Allocation, Equity Research, Quantitative Analytics, Alternative Investments, Mutual Funds, Asset Management, Investments, Valuation, Data Analysis
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Westminster College 2001 — 2007
BS, Finance, General
Tyson Horrocks Tyson Horrocks's Ensign Peak Advisors Experience June 2015 - Present
Job Investment Analysis Software
Industry Investment Management
Experience
Ensign Peak Advisors June 2015 - Present
Parsons January 2011 - June 2015
Sparta September 2005 - January 2011
ITT Industries June 2003 - September 2005
ITT Industries June 1999 - June 2003
Space America January 1998 - May 1999
Skills
Project Management, Leadership, Software Design, Architecture, Change Management, Software Development, Program Management, Requirements Analysis, Integration, Software Engineering, Scrum, C++, Software Project..., Embedded Systems, Strategy, Agile Methodologies, Distributed Systems, Architectures, Simulations, Systems Engineering, Security Clearance
Education
University of Alabama, Manderson Graduate School of Business 2008 — 2010
MBA
University of Alabama in Huntsville 1993 — 1999
BS, Mathematics
Ensign Peak Advisors June 2015 - Present
Parsons January 2011 - June 2015
Sparta September 2005 - January 2011
ITT Industries June 2003 - September 2005
ITT Industries June 1999 - June 2003
Space America January 1998 - May 1999
Skills
Project Management, Leadership, Software Design, Architecture, Change Management, Software Development, Program Management, Requirements Analysis, Integration, Software Engineering, Scrum, C++, Software Project..., Embedded Systems, Strategy, Agile Methodologies, Distributed Systems, Architectures, Simulations, Systems Engineering, Security Clearance
Education
University of Alabama, Manderson Graduate School of Business 2008 — 2010
MBA
University of Alabama in Huntsville 1993 — 1999
BS, Mathematics
Mathew Williams Mathew Williams's Ensign Peak Advisors Experience August 2011 - December 2011
Job Risk Analyst at The Depository Trust & Clearing Corporation
Industry Capital Markets
Experience
The Depository Trust & Clearing Corporation July 2014 - Present
Crewe Capital August 2013 - December 2013
Target June 2013 - August 2013
U.S. Bank August 2012 - December 2012
Beneficial Financial Group January 2012 - April 2012
Ensign Peak Advisors August 2011 - December 2011
Skills
Finance, Leadership, Microsoft Office, Investments, Analysis, Economics, Management, Portfolio Management, Project Management, Bloomberg Terminal, Accounting, Risk Management, Market Research, Strategic Planning, Credit Risk, Brazilian Portuguese, Team Management, Financial Analysis
Education
CFA Institute
CFA Level 1 Candidate
Brigham Young University 2010 — 2014
Economics, Business Management Minor, Senior
The Depository Trust & Clearing Corporation July 2014 - Present
Crewe Capital August 2013 - December 2013
Target June 2013 - August 2013
U.S. Bank August 2012 - December 2012
Beneficial Financial Group January 2012 - April 2012
Ensign Peak Advisors August 2011 - December 2011
Skills
Finance, Leadership, Microsoft Office, Investments, Analysis, Economics, Management, Portfolio Management, Project Management, Bloomberg Terminal, Accounting, Risk Management, Market Research, Strategic Planning, Credit Risk, Brazilian Portuguese, Team Management, Financial Analysis
Education
CFA Institute
CFA Level 1 Candidate
Brigham Young University 2010 — 2014
Economics, Business Management Minor, Senior
Taylor Harrington, CFA's Ensign Peak Advisors Experience August 2014 - Present
Job Senior Analyst at Ensign Peak Advisors
Industry Investment Management
Experience
Ensign Peak Advisors August 2014 - Present
Ensign Peak Advisors March 2013 - August 2014
Goldman Sachs June 2011 - March 2013
Global Financial Advisors September 2010 - April 2011
Goldman Sachs June 2010 - August 2010
Alta Venture Partners August 2009 - December 2009
Skills
Series 7, Series 63, Series 86, Series 87, Financial Modeling, Valuation, Investments, Bloomberg, Equities, Spanish, Excel, Financial Analysis, Statistics, Word, Research, PowerPoint, Equity Research, Business Valuation, Accounting, Microsoft Office, Economics, Analysis, Market Research, Financial Accounting, Problem Solving, Data Analysis, Equity Valuation, Fundamental Analysis, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Leadership, FINRA, Due Diligence, DCF
Education
Brigham Young University - Marriott School of Management 2008 — 2011
Bachelor of Science (B.S.), Business Management - Finance
CFA Institute
Chartered Financial Analyst
University of Colorado Boulder - Leeds School of Business 2005 — 2005
BS, Finance
Ensign Peak Advisors August 2014 - Present
Ensign Peak Advisors March 2013 - August 2014
Goldman Sachs June 2011 - March 2013
Global Financial Advisors September 2010 - April 2011
Goldman Sachs June 2010 - August 2010
Alta Venture Partners August 2009 - December 2009
Skills
Series 7, Series 63, Series 86, Series 87, Financial Modeling, Valuation, Investments, Bloomberg, Equities, Spanish, Excel, Financial Analysis, Statistics, Word, Research, PowerPoint, Equity Research, Business Valuation, Accounting, Microsoft Office, Economics, Analysis, Market Research, Financial Accounting, Problem Solving, Data Analysis, Equity Valuation, Fundamental Analysis, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Leadership, FINRA, Due Diligence, DCF
Education
Brigham Young University - Marriott School of Management 2008 — 2011
Bachelor of Science (B.S.), Business Management - Finance
CFA Institute
Chartered Financial Analyst
University of Colorado Boulder - Leeds School of Business 2005 — 2005
BS, Finance
Alex Alard Alex Alard's Ensign Peak Advisors Experience January 2009 - April 2009
Job UBS Private Wealth Management
Industry Investment Management
Experience
UBS Private Wealth Management May 2015 - Present
BYU Cougar Capital April 2014 - April 2015
Goldman Sachs June 2014 - August 2014
Goldman Sachs Asset Management January 2010 - July 2013
Zenger Folkman September 2009 - January 2010
Northwestern Mutual May 2008 - October 2009
Ensign Peak Advisors January 2009 - April 2009
Missionary Training Center January 2006 - April 2008
Backcountry.com May 2007 - August 2007
Education
Brigham Young University
Master of Business Administration (MBA)
Brigham Young University 2006 — 2009
Finance
Jerusalem Center for Near Eastern Studies 2008 — 2008
Timpview
UBS Private Wealth Management May 2015 - Present
BYU Cougar Capital April 2014 - April 2015
Goldman Sachs June 2014 - August 2014
Goldman Sachs Asset Management January 2010 - July 2013
Zenger Folkman September 2009 - January 2010
Northwestern Mutual May 2008 - October 2009
Ensign Peak Advisors January 2009 - April 2009
Missionary Training Center January 2006 - April 2008
Backcountry.com May 2007 - August 2007
Education
Brigham Young University
Master of Business Administration (MBA)
Brigham Young University 2006 — 2009
Finance
Jerusalem Center for Near Eastern Studies 2008 — 2008
Timpview
Matthew Nield Matthew Nield's Ensign Peak Advisors Experience September 2011 - December 2011
Job Financial Analysis, Sr. Analyst at Dell
Industry Information Technology and Services
Experience
Dell February 2012 - Present
Qazztek Security September 2011 - December 2011
Ensign Peak Advisors September 2011 - December 2011
Merrill Lynch April 2011 - August 2011
Skills
Financial Analysis, Valuation, Finance, Strategic Financial..., Corporate Finance, Financial Modeling
Education
Brigham Young University 2004 — 2011
BS, Finance
Dell February 2012 - Present
Qazztek Security September 2011 - December 2011
Ensign Peak Advisors September 2011 - December 2011
Merrill Lynch April 2011 - August 2011
Skills
Financial Analysis, Valuation, Finance, Strategic Financial..., Corporate Finance, Financial Modeling
Education
Brigham Young University 2004 — 2011
BS, Finance
Anuj Pant Anuj Pant's Ensign Peak Advisors Experience January 2011 - April 2011
Job Associate FSR at PwC
Industry Accounting
Experience
PwC January 2013 - Present
Beneficial Financial Group April 2012 - August 2012
Global Financial Advisors, LP January 2012 - April 2012
Beneficial Financial Group August 2011 - April 2012
BYU Economics Department January 2010 - April 2012
Beneficial Financial Group 2012 - 2012
Ensign Peak Advisors January 2011 - April 2011
Centro Hispano January 2011 - April 2011
Skills
Bloomberg, Economics, Financial Modeling, Valuation, Spanish, VBA, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Research, Statistics, Data Analysis, Investments, Microsoft Office, Microsoft Word, Equity Research, Finance, Equities, Portfolio Management
Education
Brigham Young University 2009 — 2011
Bachelor of Arts, Economics
PwC January 2013 - Present
Beneficial Financial Group April 2012 - August 2012
Global Financial Advisors, LP January 2012 - April 2012
Beneficial Financial Group August 2011 - April 2012
BYU Economics Department January 2010 - April 2012
Beneficial Financial Group 2012 - 2012
Ensign Peak Advisors January 2011 - April 2011
Centro Hispano January 2011 - April 2011
Skills
Bloomberg, Economics, Financial Modeling, Valuation, Spanish, VBA, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Research, Statistics, Data Analysis, Investments, Microsoft Office, Microsoft Word, Equity Research, Finance, Equities, Portfolio Management
Education
Brigham Young University 2009 — 2011
Bachelor of Arts, Economics
Alex Whetstone Alex Whetstone's Ensign Peak Advisors Experience August 2011 - December 2011
Job Sales Support Specialist at Select Bankcard
Industry Financial Services
Experience
Select Bankcard June 2014 - Present
Select Bankcard January 2012 - June 2014
Ensign Peak Advisors August 2011 - December 2011
Kickstart Seed Fund August 2011 - December 2011
Brigham Young University August 2009 - December 2011
Fundacion Paraguaya August 2010 - December 2010
Skills
Bilingual-Spanish, Bloomberg Terminal, Microsoft Office, Investments, Financial Analysis, Due Diligence
Education
Brigham Young University 2009 — 2011
BS, Finance
Utah State University 2007 — 2007
Select Bankcard June 2014 - Present
Select Bankcard January 2012 - June 2014
Ensign Peak Advisors August 2011 - December 2011
Kickstart Seed Fund August 2011 - December 2011
Brigham Young University August 2009 - December 2011
Fundacion Paraguaya August 2010 - December 2010
Skills
Bilingual-Spanish, Bloomberg Terminal, Microsoft Office, Investments, Financial Analysis, Due Diligence
Education
Brigham Young University 2009 — 2011
BS, Finance
Utah State University 2007 — 2007
Adam Carmack Adam Carmack's Ensign Peak Advisors Experience January 2011 - October 2011
Job VP of Business Strategy at Pikkit
Industry Venture Capital & Private Equity
Experience
Pikkit August 2012 - Present
HELP International April 2014 - August 2014
Beneficial Financial Group January 2013 - April 2013
Ensign Peak Advisors January 2011 - October 2011
1st Light Energy Inc May 2010 - July 2010
Skills
Economics, Private Equity, Business Modeling, Strategy, Spanish, Capital Markets, Venture Capital, Entrepreneurship, Start-ups, Finance, Equities, Fundraising, International..., Valuation, Investment Management, Financial Analysis, Investment Strategies
Education
Brigham Young University 2007 — 2013
Bachelor of Science (BS), Economics
Pikkit August 2012 - Present
HELP International April 2014 - August 2014
Beneficial Financial Group January 2013 - April 2013
Ensign Peak Advisors January 2011 - October 2011
1st Light Energy Inc May 2010 - July 2010
Skills
Economics, Private Equity, Business Modeling, Strategy, Spanish, Capital Markets, Venture Capital, Entrepreneurship, Start-ups, Finance, Equities, Fundraising, International..., Valuation, Investment Management, Financial Analysis, Investment Strategies
Education
Brigham Young University 2007 — 2013
Bachelor of Science (BS), Economics
Doug Van Woerkom, CFA's Ensign Peak Advisors Experience October 2009 - July 2012
Job Sr. Investment Strategist, NFLPA Registered Player Financial Advisor
Industry Investment Management
Experience
Wells Fargo July 2015 - Present
Lone Peak Portfolio Advisors January 2014 - July 2015
Deseret Mutual July 2012 - July 2015
Ensign Peak Advisors October 2009 - July 2012
Ensign Peak Advisors September 2007 - October 2009
Ensign Peak Advisors August 2004 - September 2007
Ensign Peak Advisors May 2002 - August 2004
Lockeed Martin October 1999 - August 2000
Lockheed Martin July 1998 - October 1999
Skills
Portfolio Management, Investments, Trading, Equity Valuation, Bloomberg, Financial Analysis, Asset Management, Emerging Markets, Asset Allocation, Investment Strategies, Wealth Management, Equity Research, Capital Markets, Fixed Income, Equities, Financial Modeling, Valuation
Education
Brigham Young University 2000 — 2002
MBA, Finance
Brigham Young University 1991 — 1998
BS - Mechanical Engineering, MBA - Finance
Wells Fargo July 2015 - Present
Lone Peak Portfolio Advisors January 2014 - July 2015
Deseret Mutual July 2012 - July 2015
Ensign Peak Advisors October 2009 - July 2012
Ensign Peak Advisors September 2007 - October 2009
Ensign Peak Advisors August 2004 - September 2007
Ensign Peak Advisors May 2002 - August 2004
Lockeed Martin October 1999 - August 2000
Lockheed Martin July 1998 - October 1999
Skills
Portfolio Management, Investments, Trading, Equity Valuation, Bloomberg, Financial Analysis, Asset Management, Emerging Markets, Asset Allocation, Investment Strategies, Wealth Management, Equity Research, Capital Markets, Fixed Income, Equities, Financial Modeling, Valuation
Education
Brigham Young University 2000 — 2002
MBA, Finance
Brigham Young University 1991 — 1998
BS - Mechanical Engineering, MBA - Finance
Jeff Porter's Ensign Peak Advisors Experience 2007 - Present
Job Portfolio Manager at Ensign Peak Advisors
Industry Financial Services
Experience
Ensign Peak Advisors 2007 - Present
Hess Energy Trading 2000 - 2007
Education
Brigham Young University 1993 — 1995
MBA
Weber State University 1986 — 1990
BA, Economics, Finance
Ensign Peak Advisors 2007 - Present
Hess Energy Trading 2000 - 2007
Education
Brigham Young University 1993 — 1995
MBA
Weber State University 1986 — 1990
BA, Economics, Finance
Helen Parsons, CFA's Ensign Peak Advisors Experience January 2012 - Present
Job Portfolio Manager at Ensign Peak Advisors
Industry Financial Services
Experience
Ensign Peak Advisors January 2012 - Present
Credit Suisse January 2009 - January 2012
Credit Suisse December 2007 - December 2008
Freddie Mac July 2003 - August 2006
Skills
Econometrics, VBA, Fixed Income, Financial Modeling, Matlab, Writing, Research, Bloomberg, Emerging Markets, Options
Education
Columbia University in the City of New York 2006 — 2007
M.A., Quantitative Methods in Arts&Sciences
Brigham Young University 1999 — 2003
B.S., International Finance
Ensign Peak Advisors January 2012 - Present
Credit Suisse January 2009 - January 2012
Credit Suisse December 2007 - December 2008
Freddie Mac July 2003 - August 2006
Skills
Econometrics, VBA, Fixed Income, Financial Modeling, Matlab, Writing, Research, Bloomberg, Emerging Markets, Options
Education
Columbia University in the City of New York 2006 — 2007
M.A., Quantitative Methods in Arts&Sciences
Brigham Young University 1999 — 2003
B.S., International Finance
Bryan Krause's Ensign Peak Advisors Experience January 2009 - April 2009
Job Accounting Supervisor, Cost
Industry Accounting
Experience
John Deere Coffeyville Works, Inc. February 2015 - Present
John Deere Coffeyville Works Factory November 2013 - Present
John Deere February 2012 - November 2013
Deere & Company Treasury Operations October 2010 - February 2012
Deere & Company World Wide Logistics January 2010 - September 2010
Brigham Young University August 2009 - December 2009
John Deere Harvester Works May 2009 - August 2009
Ensign Peak Advisors January 2009 - April 2009
US Army October 1998 - May 2003
Skills
Microsoft Office, Microsoft Excel, Strategy, Inventory Management, Analysis, Customer Service, Finance, Market Research, Leadership, Financial Analysis, Strategic Planning, Community Outreach, Forecasting, Sales, Marketing, Time Management, Corporate Finance, Management, Auditing, Banking, Data Analysis
Education
Brigham Young University 2006 — 2009
BS, Management/Finance
Defense Language Institute Foreign Language Center 1999 — 2000
Certificate, Korean
John Deere Coffeyville Works, Inc. February 2015 - Present
John Deere Coffeyville Works Factory November 2013 - Present
John Deere February 2012 - November 2013
Deere & Company Treasury Operations October 2010 - February 2012
Deere & Company World Wide Logistics January 2010 - September 2010
Brigham Young University August 2009 - December 2009
John Deere Harvester Works May 2009 - August 2009
Ensign Peak Advisors January 2009 - April 2009
US Army October 1998 - May 2003
Skills
Microsoft Office, Microsoft Excel, Strategy, Inventory Management, Analysis, Customer Service, Finance, Market Research, Leadership, Financial Analysis, Strategic Planning, Community Outreach, Forecasting, Sales, Marketing, Time Management, Corporate Finance, Management, Auditing, Banking, Data Analysis
Education
Brigham Young University 2006 — 2009
BS, Management/Finance
Defense Language Institute Foreign Language Center 1999 — 2000
Certificate, Korean
Dan Boston's Ensign Peak Advisors Experience May 2011 - December 2013
Job Partner at Chautauqua Capital Management
Industry Investment Management
Experience
Chautauqua Capital Management December 2013 - Present
Ensign Peak Advisors May 2011 - December 2013
Robert Shiller - Yale University October 2009 - May 2011
Artisan Partners May 2010 - August 2010
Wasatch Advisors June 2005 - July 2009
PricewaterhouseCoopers June 2004 - August 2004
Skills
Equities, Portfolio Management, Finance, Mutual Funds, Valuation, Financial Modeling, Equity Research, Bloomberg, Hedge Funds, Investments, Private Equity, Asset Management, Asset Allocation
Education
Yale University - Yale School of Management 2009 — 2011
MBA, Finance, Economics
Brigham Young University 1998 — 2005
BS, Accounting, Cum Laude
Lincoln high school
Lincoln high school
Lincoln high school
Chautauqua Capital Management December 2013 - Present
Ensign Peak Advisors May 2011 - December 2013
Robert Shiller - Yale University October 2009 - May 2011
Artisan Partners May 2010 - August 2010
Wasatch Advisors June 2005 - July 2009
PricewaterhouseCoopers June 2004 - August 2004
Skills
Equities, Portfolio Management, Finance, Mutual Funds, Valuation, Financial Modeling, Equity Research, Bloomberg, Hedge Funds, Investments, Private Equity, Asset Management, Asset Allocation
Education
Yale University - Yale School of Management 2009 — 2011
MBA, Finance, Economics
Brigham Young University 1998 — 2005
BS, Accounting, Cum Laude
Lincoln high school
Lincoln high school
Lincoln high school
Jon Boren's Ensign Peak Advisors Experience January 2009 - May 2009
Job Student Brigham Young University
Industry Investment Management
Experience
Ladenburg Thalmann June 2009 - September 2009
Ensign Peak Advisors January 2009 - May 2009
McOmber Energy Fund June 2008 - September 2008
Global Financial Advisors January 2008 - May 2008
Clearwater Analytics April 2007 - September 2007
The Church of Jesus Christ of Latter-Day Saints March 2005 - April 2007
Education
Brigham Young University
B.A., Economics
Ladenburg Thalmann June 2009 - September 2009
Ensign Peak Advisors January 2009 - May 2009
McOmber Energy Fund June 2008 - September 2008
Global Financial Advisors January 2008 - May 2008
Clearwater Analytics April 2007 - September 2007
The Church of Jesus Christ of Latter-Day Saints March 2005 - April 2007
Education
Brigham Young University
B.A., Economics
Don Clouse's Ensign Peak Advisors Experience March 2010 - Present
Job Controller
Industry Accounting
Experience
Ensign Peak Advisors March 2010 - Present
Education
Brigham Young University 1980 — 1986
Bachelor's degree, Accounting
Ensign Peak Advisors March 2010 - Present
Education
Brigham Young University 1980 — 1986
Bachelor's degree, Accounting
Brett Yadon's Ensign Peak Advisors Experience October 2012 - Present
Job Accounting and Finance Professional
Industry Investment Management
Experience
Ensign Peak Advisors October 2012 - Present
BYU-Idaho August 2010 - September 2012
BYU-Idaho July 2007 - July 2010
LDS Church 2002 - 2006
Skills
IT Audit, Internal Audit, Financial Accounting, Internal Controls, Audit, Auditing, Project Management, IT Project..., IT Project Leadership, IT Project Lifecycle
Education
University of Idaho 2011 — 2014
Doctor of Education (Ed.D.), Education
Brigham Young University 1991 — 1996
Master, Accounting
Ensign Peak Advisors October 2012 - Present
BYU-Idaho August 2010 - September 2012
BYU-Idaho July 2007 - July 2010
LDS Church 2002 - 2006
Skills
IT Audit, Internal Audit, Financial Accounting, Internal Controls, Audit, Auditing, Project Management, IT Project..., IT Project Leadership, IT Project Lifecycle
Education
University of Idaho 2011 — 2014
Doctor of Education (Ed.D.), Education
Brigham Young University 1991 — 1996
Master, Accounting
Luis Elguera Jr.'s Ensign Peak Advisors Experience August 2012 - December 2012
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
PcCareSupport March 2014 - July 2014
Centro Hispano Utah March 2014 - July 2014
Arbor Advisors September 2013 - January 2014
Bank of America Merrill Lynch June 2013 - August 2013
RPM Revenue Drivers, LLC. December 2012 - April 2013
Ensign Peak Advisors August 2012 - December 2012
Vivint July 2011 - August 2012
Beneficial Financial Group January 2012 - April 2012
Centro Hispano Utah May 2011 - July 2011
Skills
Spanish, Economics, Microsoft Excel, Finance, Bloomberg, PowerPoint, Valuation, Investments, Stata, Customer Service, Sales, Cold Calling, Competitive Analysis, Python, EDGAR, C++, Series 63, Series 79, Data Analysis, Financial Analysis
Education
Brigham Young University 2010 — 2014
Bachelor of Science, Finance
Colegio America; Bellavista, Peru 1991 — 1999
SEO
Bank of America Merrill Lynch July 2014 - Present
PcCareSupport March 2014 - July 2014
Centro Hispano Utah March 2014 - July 2014
Arbor Advisors September 2013 - January 2014
Bank of America Merrill Lynch June 2013 - August 2013
RPM Revenue Drivers, LLC. December 2012 - April 2013
Ensign Peak Advisors August 2012 - December 2012
Vivint July 2011 - August 2012
Beneficial Financial Group January 2012 - April 2012
Centro Hispano Utah May 2011 - July 2011
Skills
Spanish, Economics, Microsoft Excel, Finance, Bloomberg, PowerPoint, Valuation, Investments, Stata, Customer Service, Sales, Cold Calling, Competitive Analysis, Python, EDGAR, C++, Series 63, Series 79, Data Analysis, Financial Analysis
Education
Brigham Young University 2010 — 2014
Bachelor of Science, Finance
Colegio America; Bellavista, Peru 1991 — 1999
SEO
Ned Iverson's Ensign Peak Advisors Experience June 1973 - September 2008
Job Tired and Retired
Industry Leisure, Travel & Tourism
Experience
Currently Retired June 2011 - Present
Ensign Peak Advisors June 1973 - September 2008
Education
Northwestern University 1968 — 1969
MBA, Finance
Currently Retired June 2011 - Present
Ensign Peak Advisors June 1973 - September 2008
Education
Northwestern University 1968 — 1969
MBA, Finance
Kevin Lund's Ensign Peak Advisors Experience July 2005 - Present
Job Portfolio Manager at Ensign Peak Advisors
Industry Investment Management
Experience
Ensign Peak Advisors July 2005 - Present
Education
Brigham Young University
Bachelor of Science (BS), Mathematics
Duke Fuqua School of Business
Master of Business Administration (MBA)
Ensign Peak Advisors July 2005 - Present
Education
Brigham Young University
Bachelor of Science (BS), Mathematics
Duke Fuqua School of Business
Master of Business Administration (MBA)