Fisher Investments
Industry: Company
DescriptionAssets under management: 100 billion USD (As of 01/12/2018) Headquarters: Camas, Washington, United States Founded: 1979 Subsidiaries: Fisher Investments UK,
Fisher Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fisher Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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2,003 Fisher Investments employees in database. Find out everything there's to know about Fisher Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fisher Investments Employees
Employee
Years
Job
Industry
Chris Ziola Chris Ziola's Fisher Investments Experience November 2014 - Present
Job Vice President Private Client Group Fisher Investments
Industry Financial Services
Experience
Fisher Investments November 2014 - Present
Atrium Medical/Maquet Getinge Group July 2013 - August 2014
RBC Wealth Management March 2010 - June 2013
Edward Jones July 2008 - March 2011
Frito Lay December 2006 - February 2008
Frito Lay June 2003 - December 2006
Skills
Marketing, Change Management, Equities, Estate Planning, Sales Operations, Fixed Income, Coaching, Sales, Training, Life Insurance, Marketing Strategy, Securities, Retirement, Uniform Combined State..., Leadership, Finance, Time Management, Strategy, Retirement Planning, Account Management, Insurance, Series 7, Series 63, Wealth Management, Financial Advisory, Investment Advisory, Investments, Asset Allocation, Mutual Funds, Investment Strategies, Wealth
Education
Bellevue University 2007 — 2008
Marketing Management, Marketing
Seward County Community College 1997 — 2000
Associates, Business Administration
Fisher Investments November 2014 - Present
Atrium Medical/Maquet Getinge Group July 2013 - August 2014
RBC Wealth Management March 2010 - June 2013
Edward Jones July 2008 - March 2011
Frito Lay December 2006 - February 2008
Frito Lay June 2003 - December 2006
Skills
Marketing, Change Management, Equities, Estate Planning, Sales Operations, Fixed Income, Coaching, Sales, Training, Life Insurance, Marketing Strategy, Securities, Retirement, Uniform Combined State..., Leadership, Finance, Time Management, Strategy, Retirement Planning, Account Management, Insurance, Series 7, Series 63, Wealth Management, Financial Advisory, Investment Advisory, Investments, Asset Allocation, Mutual Funds, Investment Strategies, Wealth
Education
Bellevue University 2007 — 2008
Marketing Management, Marketing
Seward County Community College 1997 — 2000
Associates, Business Administration
Claudine Claudio Claudine Claudio's Fisher Investments Experience
Job Document Specialist at Fisher Investments
Industry Financial Services
Experience
Fisher Investments
Skills
Portfolio Management
Education
Arizona State University 2012 — 2014
Bachelor of Science (B.S.), Family and Human Development
Skyline College 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
Fisher Investments
Skills
Portfolio Management
Education
Arizona State University 2012 — 2014
Bachelor of Science (B.S.), Family and Human Development
Skyline College 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
Carrick Young Carrick Young's Fisher Investments Experience June 2015 - August 2015
Job Intern at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2015 - August 2015
Sigma Pi Fraternity July 2014 - April 2015
ConteXtream June 2014 - September 2014
Hollister Co. November 2012 - September 2013
Videografix June 2011 - September 2013
Independent February 2011 - June 2012
Skills
Microsoft Office, PowerPoint, Spreadsheets, Customer Service, Time Management, Microsoft Excel, Microsoft Word, Teamwork, Social Networking, Facebook, Event Planning
Education
Santa Clara University 2013 — 2017
Bachelor of Science, Finance, General
Bellarmine College Preparatory 2009 — 2013
High School
Fisher Investments June 2015 - August 2015
Sigma Pi Fraternity July 2014 - April 2015
ConteXtream June 2014 - September 2014
Hollister Co. November 2012 - September 2013
Videografix June 2011 - September 2013
Independent February 2011 - June 2012
Skills
Microsoft Office, PowerPoint, Spreadsheets, Customer Service, Time Management, Microsoft Excel, Microsoft Word, Teamwork, Social Networking, Facebook, Event Planning
Education
Santa Clara University 2013 — 2017
Bachelor of Science, Finance, General
Bellarmine College Preparatory 2009 — 2013
High School
Paige Scigliano Paige Scigliano's Fisher Investments Experience January 2014 - Present
Job Institutional Operations Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2014 - Present
TD Ameritrade April 2013 - December 2013
TD Ameritrade July 2012 - March 2013
TD Ameritrade June 2011 - August 2011
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Science in Business Administration, Finance
University of New Haven Study Abroad Program Italy 2011 — 2011
Coursework toward B.S. in Business Administration
Birkbeck College, University of London 2010 — 2010
Coursework toward B.S. in Business Administration, Selective Finance Seminar
St. Ignatius College Prep- San Francisco 2004 — 2008
High School Diploma
Fisher Investments January 2014 - Present
TD Ameritrade April 2013 - December 2013
TD Ameritrade July 2012 - March 2013
TD Ameritrade June 2011 - August 2011
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Science in Business Administration, Finance
University of New Haven Study Abroad Program Italy 2011 — 2011
Coursework toward B.S. in Business Administration
Birkbeck College, University of London 2010 — 2010
Coursework toward B.S. in Business Administration, Selective Finance Seminar
St. Ignatius College Prep- San Francisco 2004 — 2008
High School Diploma
Michelle (Reck) Uhar Michelle (Reck) Uhar's Fisher Investments Experience 2010 - 2011
Job Bloomingville US Marketing Manager at Creative CoOp, Inc.
Industry Marketing and Advertising
Experience
Creative Co-Op, Inc. October 2015 - Present
salesforce.com April 2014 - October 2015
Skehana Systems, LLC January 2010 - April 2014
Cibo Studios July 2013 - February 2014
PwC October 2011 - July 2013
PwC July 2011 - October 2012
Fisher Investments 2010 - 2011
The McMonigle Group February 2008 - August 2009
Skills
Copywriting, Social Media, Marketing, Event Planning, Microsoft Office, Illustrator, Social Media Marketing, Marketing Communications, Strategy, Editing, Photography, InDesign, Public Relations, Account Planning, Brand Positioning..., Marketing Strategy, Photoshop, Volunteering, Employee Training, Non-profit Volunteer, Content Strategy, Leadership, Management
Education
Academy of Art University 2009 — 2013
Bachelor's Degree, Advertising - Creative Strategy
Creative Co-Op, Inc. October 2015 - Present
salesforce.com April 2014 - October 2015
Skehana Systems, LLC January 2010 - April 2014
Cibo Studios July 2013 - February 2014
PwC October 2011 - July 2013
PwC July 2011 - October 2012
Fisher Investments 2010 - 2011
The McMonigle Group February 2008 - August 2009
Skills
Copywriting, Social Media, Marketing, Event Planning, Microsoft Office, Illustrator, Social Media Marketing, Marketing Communications, Strategy, Editing, Photography, InDesign, Public Relations, Account Planning, Brand Positioning..., Marketing Strategy, Photoshop, Volunteering, Employee Training, Non-profit Volunteer, Content Strategy, Leadership, Management
Education
Academy of Art University 2009 — 2013
Bachelor's Degree, Advertising - Creative Strategy
Andrew Lind's Fisher Investments Experience March 2015 - Present
Job Client Operations Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments March 2015 - Present
Gold Student Center January 2013 - December 2014
Barnana May 2014 - August 2014
TheLatest.com, Inc. May 2013 - August 2013
Medequip May 2013 - August 2013
Medequip May 2012 - August 2012
United Futbol Club May 2010 - July 2012
Skills
Team Leadership, Strategic Leadership, Data Analysis, Finance, Asset Management, Financial Analysis, Soccer, Stata, Surfing, Golf, Sports Management, QuickBooks, Microsoft Office, Start-ups, Networking, Business Ideas
Education
Pitzer College 2012 — 2014
Bachelor's Degree, Mathematical Economics, Major GPA: 3.45
Aalborg Universitet 2014 — 2014
Boston University 2010 — 2012
Chemistry
Fisher Investments March 2015 - Present
Gold Student Center January 2013 - December 2014
Barnana May 2014 - August 2014
TheLatest.com, Inc. May 2013 - August 2013
Medequip May 2013 - August 2013
Medequip May 2012 - August 2012
United Futbol Club May 2010 - July 2012
Skills
Team Leadership, Strategic Leadership, Data Analysis, Finance, Asset Management, Financial Analysis, Soccer, Stata, Surfing, Golf, Sports Management, QuickBooks, Microsoft Office, Start-ups, Networking, Business Ideas
Education
Pitzer College 2012 — 2014
Bachelor's Degree, Mathematical Economics, Major GPA: 3.45
Aalborg Universitet 2014 — 2014
Boston University 2010 — 2012
Chemistry
Liz Dhillon's Fisher Investments Experience October 2012 - December 2013
Job Corporate Planning Manager at Fisher Investments
Industry Investment Management
Experience
Fisher Investments October 2012 - December 2013
Fisher Investments July 2011 - October 2012
Oak Hill REIT Management November 2004 - June 2011
Moss Adams May 2004 - November 2004
Green Street Advisors May 1999 - May 2004
Education
Arizona State University - W. P. Carey School of Business 1995 — 1999
BS, Finance
Saguaro High School 1991 — 1995
CFA Institute
CFA
Fisher Investments October 2012 - December 2013
Fisher Investments July 2011 - October 2012
Oak Hill REIT Management November 2004 - June 2011
Moss Adams May 2004 - November 2004
Green Street Advisors May 1999 - May 2004
Education
Arizona State University - W. P. Carey School of Business 1995 — 1999
BS, Finance
Saguaro High School 1991 — 1995
CFA Institute
CFA
Tony Vicari, EA's Fisher Investments Experience June 2013 - October 2014
Job Financial and Investment Consultant
Industry Investment Management
Experience
CMTC March 2015 - Present
Tetrad Capital, LLC December 2014 - Present
Cayenne Consulting November 2014 - Present
Self Employed October 2014 - Present
Craftsman Republic December 2014 - March 2015
Fisher Investments June 2013 - October 2014
Defined Retirement Solutions, LLC January 2012 - June 2013
Capital Advisors Group August 2007 - October 2011
Self Employed May 2003 - August 2007
Provasis Therapeutics, Inc. January 2002 - May 2003
Skills
Finance, Investments, Financial Analysis, Financial Modeling, Due Diligence, Start-ups, Business Strategy, Strategic Planning, Business Development
Education
Babson College 1981 — 1985
Bachelor of Science (B.S.), Finance and Entrepreneurial Studies
CMTC March 2015 - Present
Tetrad Capital, LLC December 2014 - Present
Cayenne Consulting November 2014 - Present
Self Employed October 2014 - Present
Craftsman Republic December 2014 - March 2015
Fisher Investments June 2013 - October 2014
Defined Retirement Solutions, LLC January 2012 - June 2013
Capital Advisors Group August 2007 - October 2011
Self Employed May 2003 - August 2007
Provasis Therapeutics, Inc. January 2002 - May 2003
Skills
Finance, Investments, Financial Analysis, Financial Modeling, Due Diligence, Start-ups, Business Strategy, Strategic Planning, Business Development
Education
Babson College 1981 — 1985
Bachelor of Science (B.S.), Finance and Entrepreneurial Studies
Lacey Maloney Lacey Maloney's Fisher Investments Experience January 2015 - Present
Job Operations Specialist
Industry Investment Management
Experience
Fisher Investments January 2015 - Present
MJ Murdock Charitable Trust June 2014 - August 2014
Dutch Bros. Coffee January 2012 - August 2014
Kaleo Missions June 2013 - July 2013
Azusa Pacific University January 2013 - May 2013
Our Neighborhood Homework House September 2012 - May 2013
Skills
Nonprofits, Student Development, Student Affairs, Student Leadership, Higher Education, Critical Thinking, Community Outreach, Facebook, Alumni Relations, Teamwork, Communication, Marketing
Education
Azusa Pacific University 2012 — 2015
Business Management, Business Administration and Management, General
Fisher Investments January 2015 - Present
MJ Murdock Charitable Trust June 2014 - August 2014
Dutch Bros. Coffee January 2012 - August 2014
Kaleo Missions June 2013 - July 2013
Azusa Pacific University January 2013 - May 2013
Our Neighborhood Homework House September 2012 - May 2013
Skills
Nonprofits, Student Development, Student Affairs, Student Leadership, Higher Education, Critical Thinking, Community Outreach, Facebook, Alumni Relations, Teamwork, Communication, Marketing
Education
Azusa Pacific University 2012 — 2015
Business Management, Business Administration and Management, General
Danelle Green Danelle Green's Fisher Investments Experience November 2013 - Present
Job Annuity Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments November 2013 - Present
Fisher Investments November 2013 - Present
Home Federal Bank October 2011 - September 2013
Management Accounting LLC August 2008 - October 2011
Banner Bank August 2006 - July 2008
International Stone, Inc. April 2005 - July 2006
Farmers & Merchants State Bank September 2000 - March 2005
Skills
Finance, Financial Analysis, Banking, Credit, Loans, Commercial Lending, Cash Flow, Small Business, Accounting, Small Business Lending, Retail Banking, Analysis, Training, Risk Assessment, Credit Analysis, Auditing, Underwriting, Cash Management, Lines Of Credit, Risk Management, Financial Modeling, Commercial Mortgages, Mortgage Lending, Asset Management, Asset Based Lending, Financial Risk, Strategic Financial..., Policy, SBA, Portfolio Management, Budgets, Customer Service, Business Planning, Commercial Banking, Consumer Lending, Treasury Management, Mortgage Banking, Leadership, Process Improvement, Loan Origination, Real Estate, Investments, Strategy, Financial Services, Variance Analysis, Managerial Finance, Management, Financial Reporting, Relationship Management, Credit Risk
Education
University of Phoenix 2008 — 2010
MBA, Business Mangement
Boise State University 1988 — 2008
BBA, Accounting
Leadership Boise 2004 — 2006
Fisher Investments November 2013 - Present
Fisher Investments November 2013 - Present
Home Federal Bank October 2011 - September 2013
Management Accounting LLC August 2008 - October 2011
Banner Bank August 2006 - July 2008
International Stone, Inc. April 2005 - July 2006
Farmers & Merchants State Bank September 2000 - March 2005
Skills
Finance, Financial Analysis, Banking, Credit, Loans, Commercial Lending, Cash Flow, Small Business, Accounting, Small Business Lending, Retail Banking, Analysis, Training, Risk Assessment, Credit Analysis, Auditing, Underwriting, Cash Management, Lines Of Credit, Risk Management, Financial Modeling, Commercial Mortgages, Mortgage Lending, Asset Management, Asset Based Lending, Financial Risk, Strategic Financial..., Policy, SBA, Portfolio Management, Budgets, Customer Service, Business Planning, Commercial Banking, Consumer Lending, Treasury Management, Mortgage Banking, Leadership, Process Improvement, Loan Origination, Real Estate, Investments, Strategy, Financial Services, Variance Analysis, Managerial Finance, Management, Financial Reporting, Relationship Management, Credit Risk
Education
University of Phoenix 2008 — 2010
MBA, Business Mangement
Boise State University 1988 — 2008
BBA, Accounting
Leadership Boise 2004 — 2006
Erik Renaud Erik Renaud's Fisher Investments Experience April 2012 - Present
Job Securities Research Team Leader at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2012 - Present
Fisher Investments February 2008 - April 2012
Fisher Investments June 2005 - February 2008
Smith Barney 2003 - 2005
Education
Santa Clara University 2001 — 2005
Bachelor of Commerce (B.Com.), Finance, General
Bond University 2004 — 2004
Fisher Investments April 2012 - Present
Fisher Investments February 2008 - April 2012
Fisher Investments June 2005 - February 2008
Smith Barney 2003 - 2005
Education
Santa Clara University 2001 — 2005
Bachelor of Commerce (B.Com.), Finance, General
Bond University 2004 — 2004
Jake Strick's Fisher Investments Experience June 2015 - Present
Job Client Operations Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2015 - Present
ASU Foundation for A New American University January 2013 - December 2014
ASU Foundation for A New American University May 2012 - January 2013
Skills
Finance, Accounting, Economics, Portfolio Management, Project Planning, Project Management, Microsoft Excel, PowerPoint, Customer Service, Teamwork, Leadership, Financial Databases, Databases, Financial Systems, Microsoft Office
Education
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Fisher Investments June 2015 - Present
ASU Foundation for A New American University January 2013 - December 2014
ASU Foundation for A New American University May 2012 - January 2013
Skills
Finance, Accounting, Economics, Portfolio Management, Project Planning, Project Management, Microsoft Excel, PowerPoint, Customer Service, Teamwork, Leadership, Financial Databases, Databases, Financial Systems, Microsoft Office
Education
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Richard Gleason Richard Gleason's Fisher Investments Experience 2010 - Present
Job Regional Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments 2010 - Present
Merrill Lynch 1995 - 2005
Merrill Lynch 1995 - 2005
Skills
Investments, Finance, Financial Services, Asset Management, Leadership, Asset Allocation, Banking, Alternative Investments, Financial Advisory, Mutual Funds, Retirement Planning, Wealth Management
Education
Arizona State University 1979 — 1984
Bachelor of Science (BS), Finance - Investments
Fisher Investments 2010 - Present
Merrill Lynch 1995 - 2005
Merrill Lynch 1995 - 2005
Skills
Investments, Finance, Financial Services, Asset Management, Leadership, Asset Allocation, Banking, Alternative Investments, Financial Advisory, Mutual Funds, Retirement Planning, Wealth Management
Education
Arizona State University 1979 — 1984
Bachelor of Science (BS), Finance - Investments
Travis Primm Travis Primm's Fisher Investments Experience December 2013 - Present
Job Vice President Institutional Relationship Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments December 2013 - Present
Fisher Investments July 2012 - December 2013
Fisher Investments November 2010 - July 2012
Fisher Investments January 2010 - November 2010
Fisher Investments January 2008 - December 2009
Fisher Investments January 2007 - December 2007
Fisher Investments March 2004 - January 2007
Thomson Financial December 2003 - February 2004
Thomson Financial - Baseline Financial Services, Inc. October 2002 - December 2003
Thomson Financial - Baseline Financial Services, Inc. February 2001 - October 2002
Skills
Asset Managment, Equities, Financial Services, Business Analysis, Relationship Management, Process Improvement, Wealth Management, Team Leadership, Account Management, Series 65, Public Speaking, Project Management, Salesforce.com, Management, SaaS, Asset Management, Sales, CRM, Strategic Planning
Education
Augusta State University 1993 — 1998
Bachelor of Business Administration, Business Management
Fisher Investments December 2013 - Present
Fisher Investments July 2012 - December 2013
Fisher Investments November 2010 - July 2012
Fisher Investments January 2010 - November 2010
Fisher Investments January 2008 - December 2009
Fisher Investments January 2007 - December 2007
Fisher Investments March 2004 - January 2007
Thomson Financial December 2003 - February 2004
Thomson Financial - Baseline Financial Services, Inc. October 2002 - December 2003
Thomson Financial - Baseline Financial Services, Inc. February 2001 - October 2002
Skills
Asset Managment, Equities, Financial Services, Business Analysis, Relationship Management, Process Improvement, Wealth Management, Team Leadership, Account Management, Series 65, Public Speaking, Project Management, Salesforce.com, Management, SaaS, Asset Management, Sales, CRM, Strategic Planning
Education
Augusta State University 1993 — 1998
Bachelor of Business Administration, Business Management
Nancy (Nai-Hsin) Hwang Nancy (Nai-Hsin) Hwang's Fisher Investments Experience November 2006 - May 2008
Job Quantitative Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2013 - Present
Public Appeal July 2013 - September 2013
CMR & Associates, Inc. January 2013 - July 2013
Newegg.com January 2012 - November 2012
Citi, Decision Management Department August 2011 - November 2011
Baruch College January 2011 - May 2011
Texinter International Trade Company May 2009 - May 2010
UC Berkeley: School of Public Health August 2008 - January 2009
Fisher Investments November 2006 - May 2008
Skills
Excel Pivot, VBA, C++, SAS programming, SQL, Bloomberg, Lindo, Data Mining, Statistics, Databases, R, Data Analysis, Statistical Modeling
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Master of Science (M.S.), Statistics
University of California, Berkeley 2004 — 2006
Bachelor of Arts (B.A.), Applied Mathematics
JPMorgan Chase October 2013 - Present
Public Appeal July 2013 - September 2013
CMR & Associates, Inc. January 2013 - July 2013
Newegg.com January 2012 - November 2012
Citi, Decision Management Department August 2011 - November 2011
Baruch College January 2011 - May 2011
Texinter International Trade Company May 2009 - May 2010
UC Berkeley: School of Public Health August 2008 - January 2009
Fisher Investments November 2006 - May 2008
Skills
Excel Pivot, VBA, C++, SAS programming, SQL, Bloomberg, Lindo, Data Mining, Statistics, Databases, R, Data Analysis, Statistical Modeling
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Master of Science (M.S.), Statistics
University of California, Berkeley 2004 — 2006
Bachelor of Arts (B.A.), Applied Mathematics
Alex S. Youssefian's Fisher Investments Experience February 2008 - March 2013
Job Talent Acquisition Consultant
Industry Human Resources
Experience
Boly:Welch April 2014 - Present
Oregon Historical Society June 2014 - Present
Society for Orphaned Armenian Relief August 2013 - Present
Northwestern Mutual May 2013 - April 2014
Fisher Investments February 2008 - March 2013
CoStar Group 2006 - 2008
Grassroots Campaigns 2004 - 2004
United States Senate 1998 - 2001
Education
American University 2000 — 2005
Bachelor of Science (B.S.), Justice, Law, and Society
The Catlin Gabel School 1986 — 2000
Boly:Welch April 2014 - Present
Oregon Historical Society June 2014 - Present
Society for Orphaned Armenian Relief August 2013 - Present
Northwestern Mutual May 2013 - April 2014
Fisher Investments February 2008 - March 2013
CoStar Group 2006 - 2008
Grassroots Campaigns 2004 - 2004
United States Senate 1998 - 2001
Education
American University 2000 — 2005
Bachelor of Science (B.S.), Justice, Law, and Society
The Catlin Gabel School 1986 — 2000
Logan Thomas's Fisher Investments Experience August 2007 - October 2009
Job Finance Professional
Industry Computer Software
Experience
Axiom July 2015 - Present
RMS March 2015 - July 2015
RMS December 2013 - March 2015
RMS December 2012 - December 2013
RMS December 2010 - December 2012
RMS October 2009 - December 2010
Fisher Investments August 2007 - October 2009
Fidelity Investments June 2006 - July 2007
Skills
Finance, Financial Analysis, Analysis, Management, Forecasting, Budgets, Financial Modeling, Data Analysis, Microsoft Excel, Hyperion Enterprise, Managerial Finance, Pricing, Business Analysis, Financial Reporting, Analytics, Investments, Corporate Finance, Process Improvement, Strategic Financial..., Financial Accounting, Accounting, Financial Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
Boston University - School of Management 2002 — 2006
Bachelor's degree, Accounting and Finance
Axiom July 2015 - Present
RMS March 2015 - July 2015
RMS December 2013 - March 2015
RMS December 2012 - December 2013
RMS December 2010 - December 2012
RMS October 2009 - December 2010
Fisher Investments August 2007 - October 2009
Fidelity Investments June 2006 - July 2007
Skills
Finance, Financial Analysis, Analysis, Management, Forecasting, Budgets, Financial Modeling, Data Analysis, Microsoft Excel, Hyperion Enterprise, Managerial Finance, Pricing, Business Analysis, Financial Reporting, Analytics, Investments, Corporate Finance, Process Improvement, Strategic Financial..., Financial Accounting, Accounting, Financial Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
Boston University - School of Management 2002 — 2006
Bachelor's degree, Accounting and Finance
Brendan Dal Col's Fisher Investments Experience June 2014 - August 2014
Job Intern at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2014 - August 2014
TIAA-CREF June 2013 - August 2013
The Sagamore May 2012 - August 2012
Doyle Doyle and Spain June 2009 - August 2009
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Social Media, Time Management, Public Speaking, Teamwork, Event Planning
Education
Bentley University 2011 — 2015
Fisher Investments June 2014 - August 2014
TIAA-CREF June 2013 - August 2013
The Sagamore May 2012 - August 2012
Doyle Doyle and Spain June 2009 - August 2009
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Social Media, Time Management, Public Speaking, Teamwork, Event Planning
Education
Bentley University 2011 — 2015
Jeffrey Levine's Fisher Investments Experience March 2006 - September 2012
Job President/Owner CCL Consulting
Industry Investment Management
Experience
CCL Consulting June 2001 - Present
Guild Bay Advisors April 2013 - August 2014
Monarch Bay Associates May 2009 - August 2014
Integrated Resource Recovery, Inc. August 2012 - February 2013
Fisher Investments March 2006 - September 2012
CCL Asset Management June 2002 - January 2006
Spencer Trask 1999 - 2002
Paramount Capital 1995 - 1999
Skills
Asset Management, Investments, Equities, Investment Banking, Hedge Funds, Private Equity, Venture Capital, Investment Management, Investment Advisory, Financial Advisory, Alternative Investments, Financial Structuring, Investment Strategies, Asset Allocation
Education
Brandeis University 2012 — 2014
Masters Project Management, Project Management
Brandeis University 1986 — 1990
BA, Economics
Brockton High School 1982 — 1986
CCL Consulting June 2001 - Present
Guild Bay Advisors April 2013 - August 2014
Monarch Bay Associates May 2009 - August 2014
Integrated Resource Recovery, Inc. August 2012 - February 2013
Fisher Investments March 2006 - September 2012
CCL Asset Management June 2002 - January 2006
Spencer Trask 1999 - 2002
Paramount Capital 1995 - 1999
Skills
Asset Management, Investments, Equities, Investment Banking, Hedge Funds, Private Equity, Venture Capital, Investment Management, Investment Advisory, Financial Advisory, Alternative Investments, Financial Structuring, Investment Strategies, Asset Allocation
Education
Brandeis University 2012 — 2014
Masters Project Management, Project Management
Brandeis University 1986 — 1990
BA, Economics
Brockton High School 1982 — 1986
Rachel Winfield's Fisher Investments Experience August 2015 - Present
Job Vice President, Systems and Data Analytics at Fisher Investments
Industry Investment Management
Experience
Fisher Investments August 2015 - Present
Fisher Investments August 2014 - August 2015
Rachel Winfield Photography January 2011 - January 2015
Fisher Investments June 2011 - August 2014
BYU Marketing Association January 2009 - December 2009
Skills
Financial Analysis, Leadership, Marketing, Microsoft Office, Financial Modeling, Strategic Financial..., Investments, Microsoft Excel, Data Analysis, Financial Reporting, Corporate Finance, Market Research, Strategic Planning, PowerPoint, Spanish, Business Planning, Access, Analytics, Marketing Strategy, Entrepreneurship
Education
Brigham Young University 2006 — 2009
Bachelor of Science, Business Management; Finance emphasis
Fisher Investments August 2015 - Present
Fisher Investments August 2014 - August 2015
Rachel Winfield Photography January 2011 - January 2015
Fisher Investments June 2011 - August 2014
BYU Marketing Association January 2009 - December 2009
Skills
Financial Analysis, Leadership, Marketing, Microsoft Office, Financial Modeling, Strategic Financial..., Investments, Microsoft Excel, Data Analysis, Financial Reporting, Corporate Finance, Market Research, Strategic Planning, PowerPoint, Spanish, Business Planning, Access, Analytics, Marketing Strategy, Entrepreneurship
Education
Brigham Young University 2006 — 2009
Bachelor of Science, Business Management; Finance emphasis
Gary Zino Gary Zino's Fisher Investments Experience June 1997 - July 1998
Job President at Gary Zino & Company
Industry Banking
Experience
Gary Zino & Company September 2013 - Present
Regions Bank December 2001 - August 2013
USAA August 1998 - October 2001
Fisher Investments June 1997 - July 1998
Barnett Banks Trust Company June 1989 - June 1997
Skills
Wealth Management, Private Banking, Banking, Investments, Series 7, Retirement Planning, Strategic Financial..., Investment Advisory, Wealth Management..., Asset Management, Asset Allocation, Sales Leadership..., Sales Training, Public Speaking
Education
Adelphi University 1966 — 1970
BBA, Marketing
Gary Zino & Company September 2013 - Present
Regions Bank December 2001 - August 2013
USAA August 1998 - October 2001
Fisher Investments June 1997 - July 1998
Barnett Banks Trust Company June 1989 - June 1997
Skills
Wealth Management, Private Banking, Banking, Investments, Series 7, Retirement Planning, Strategic Financial..., Investment Advisory, Wealth Management..., Asset Management, Asset Allocation, Sales Leadership..., Sales Training, Public Speaking
Education
Adelphi University 1966 — 1970
BBA, Marketing
Ericka Nevarez's Fisher Investments Experience February 2015 - Present
Job Client Operations Associate at Fisher Investments
Industry Investment Management
Experience
Fisher Investments February 2015 - Present
Commonwealth of Massachusetts June 2014 - January 2015
Commonwealth of Massachusetts September 2013 - May 2014
City of Los Angeles June 2012 - May 2013
Education
Boston University 2010 — 2015
Bachelor's Degree, International Relations and Political Science
Fisher Investments February 2015 - Present
Commonwealth of Massachusetts June 2014 - January 2015
Commonwealth of Massachusetts September 2013 - May 2014
City of Los Angeles June 2012 - May 2013
Education
Boston University 2010 — 2015
Bachelor's Degree, International Relations and Political Science
Lance Westfall Lance Westfall's Fisher Investments Experience April 2007 - November 2008
Job Operations Compliance Lead at Bridgepoint Education
Industry Higher Education
Experience
Bridgepoint Education May 2011 - Present
Ashford University June 2009 - May 2011
Fisher Investments April 2007 - November 2008
Skills
Microsoft Office, Visual Basic, Avaya, Concur, Adobe Acrobat, Data Analysis, Data Entry, Sales Support, Data Reporting, Research, Organizational..., Detail Orientation, Team Building, Ideation, Innovation, Group Presentations, Project Execution, Emotional Intelligence, Inside Sales, Student Recruiting, Customer Service, Mystery Shopping, Student Retention, Competitive Analysis, Report Writing, Project Management, Staff Development, Retaining Customers, Student Financial Aid, Verint, Speech Analytics, Innovation Development, Innovation Management, Trend Analysis, Team Leadership, Group Leadership, Organizational..., Engagement Champion, Employee Recognition, Admissions, Adult Education, Distance Learning, Leadership, Program Management, Sales Operations, Training, Public Speaking, Higher Education, Leadership Development
Education
Ashford University 2009 — 2012
Masters, Business Administration
Pepperdine University 2001 — 2005
Bachelor of the Arts, Political Science and Religion
Bridgepoint Education May 2011 - Present
Ashford University June 2009 - May 2011
Fisher Investments April 2007 - November 2008
Skills
Microsoft Office, Visual Basic, Avaya, Concur, Adobe Acrobat, Data Analysis, Data Entry, Sales Support, Data Reporting, Research, Organizational..., Detail Orientation, Team Building, Ideation, Innovation, Group Presentations, Project Execution, Emotional Intelligence, Inside Sales, Student Recruiting, Customer Service, Mystery Shopping, Student Retention, Competitive Analysis, Report Writing, Project Management, Staff Development, Retaining Customers, Student Financial Aid, Verint, Speech Analytics, Innovation Development, Innovation Management, Trend Analysis, Team Leadership, Group Leadership, Organizational..., Engagement Champion, Employee Recognition, Admissions, Adult Education, Distance Learning, Leadership, Program Management, Sales Operations, Training, Public Speaking, Higher Education, Leadership Development
Education
Ashford University 2009 — 2012
Masters, Business Administration
Pepperdine University 2001 — 2005
Bachelor of the Arts, Political Science and Religion
Dan Morrill Dan Morrill's Fisher Investments Experience January 2013 - April 2014
Job Investment Consultant, Scottrade
Industry Financial Services
Experience
Scottrade April 2014 - Present
Fisher Investments January 2013 - April 2014
E*TRADE Financial October 2008 - January 2013
E*TRADE Financial May 2008 - October 2008
E*TRADE Financial January 2008 - May 2008
E*TRADE Financial April 2007 - January 2008
E*TRADE Financial July 2006 - January 2008
Skills
Financial Services, Securities, Investments, Mutual Funds, Series 24, Trading, Relationship Management, Strategic Financial..., Series 63, Series 7, Uniform Combined State..., Portfolio Management, Eagle Scout, Sales, Customer Service, Risk Management, ETFs, Account Management, Bonds, Coaching, Microsoft Excel, Team Leadership, Financial Markets, Strategic Planning, Salesforce.com, Cash Management, Finance, Banking, Electronic Trading, Investment Advisory, Derivatives, Options, Asset Allocation, Retirement Planning, Series 65, Equities, Equity Trading, Wealth Management, FINRA, Mortgage Lending, Structured Products, Branch Management, Investment Management, Financial Analysis
Education
Brigham Young University 1998 — 2006
BA, Music
Scottrade April 2014 - Present
Fisher Investments January 2013 - April 2014
E*TRADE Financial October 2008 - January 2013
E*TRADE Financial May 2008 - October 2008
E*TRADE Financial January 2008 - May 2008
E*TRADE Financial April 2007 - January 2008
E*TRADE Financial July 2006 - January 2008
Skills
Financial Services, Securities, Investments, Mutual Funds, Series 24, Trading, Relationship Management, Strategic Financial..., Series 63, Series 7, Uniform Combined State..., Portfolio Management, Eagle Scout, Sales, Customer Service, Risk Management, ETFs, Account Management, Bonds, Coaching, Microsoft Excel, Team Leadership, Financial Markets, Strategic Planning, Salesforce.com, Cash Management, Finance, Banking, Electronic Trading, Investment Advisory, Derivatives, Options, Asset Allocation, Retirement Planning, Series 65, Equities, Equity Trading, Wealth Management, FINRA, Mortgage Lending, Structured Products, Branch Management, Investment Management, Financial Analysis
Education
Brigham Young University 1998 — 2006
BA, Music
Jonathan Keltner Jonathan Keltner's Fisher Investments Experience September 2014 - July 2015
Job Investment Advisor & Portfolio Manager at Stock Yards Bank & Trust Company
Industry Investment Management
Experience
Fisher Investments September 2014 - July 2015
Fisher Investments July 2013 - August 2014
Education
University of Kentucky 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Business Management, Summa Cum Laude (GPA - 3.95)
University of Manchester - Manchester Business School 2012 — 2012
Business Leadership and International Management
Fisher Investments September 2014 - July 2015
Fisher Investments July 2013 - August 2014
Education
University of Kentucky 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Business Management, Summa Cum Laude (GPA - 3.95)
University of Manchester - Manchester Business School 2012 — 2012
Business Leadership and International Management
John Gibbs's Fisher Investments Experience February 2008 - November 2008
Job Marketing & Strategy Wealth Management
Industry Investment Management
Experience
WrapManager, Inc April 2009 - Present
Fisher Investments February 2008 - November 2008
Fisher Investments August 2006 - February 2008
Skills
Financial Analysis, Marketing, Investments, Business Development, Sales, Account Management, Market Research, Marketing Strategy, Equities, Entrepreneurship, Process Improvement, Business Planning, Business Strategy, Digital Marketing, New Business Development, Social Media Marketing, Competitive Analysis, Strategic Planning, Project Management, Strategy, CRM, Negotiation, Online Advertising, Start-ups, Social Media, Management, Marketing Communications, Finance, Market Analysis, Strategic Partnerships, Lead Generation, Team Leadership, Analytics, Sales Management, Brand Management, Cross-functional Team..., Product Management, Product Marketing, Marketing Management, Venture Capital, Management Consulting, B2B, Mergers & Acquisitions, Online Marketing, Integrated Marketing, Leadership, Portfolio Management, Wealth Management
Education
Boston University Questrom School of Business 2002 — 2006
BA, Finance, Entrepreneurship, Minor in International Relations
The McCallie School 1999 — 2002
WrapManager, Inc April 2009 - Present
Fisher Investments February 2008 - November 2008
Fisher Investments August 2006 - February 2008
Skills
Financial Analysis, Marketing, Investments, Business Development, Sales, Account Management, Market Research, Marketing Strategy, Equities, Entrepreneurship, Process Improvement, Business Planning, Business Strategy, Digital Marketing, New Business Development, Social Media Marketing, Competitive Analysis, Strategic Planning, Project Management, Strategy, CRM, Negotiation, Online Advertising, Start-ups, Social Media, Management, Marketing Communications, Finance, Market Analysis, Strategic Partnerships, Lead Generation, Team Leadership, Analytics, Sales Management, Brand Management, Cross-functional Team..., Product Management, Product Marketing, Marketing Management, Venture Capital, Management Consulting, B2B, Mergers & Acquisitions, Online Marketing, Integrated Marketing, Leadership, Portfolio Management, Wealth Management
Education
Boston University Questrom School of Business 2002 — 2006
BA, Finance, Entrepreneurship, Minor in International Relations
The McCallie School 1999 — 2002
Andrew McCarville's Fisher Investments Experience April 2014 - Present
Job Investment Counselor Private Client Group
Industry Financial Services
Experience
Fisher Investments April 2014 - Present
Merrill Edge May 2012 - April 2014
P.F. Chang's China Bistro August 2007 - May 2012
P.F. Chang's China Bistro August 2007 - May 2012
Longhorn Steakhouse May 2008 - August 2008
Earnhardt Nissan May 2006 - August 2006
Skills
Training, Finance, Time Management, Series 7, Restaurants, Outlook, Research, Management, Sales, Leadership, Microsoft Excel, Energetic, Personable, Enthusiastic, Trustworthy, Honest, Client Development, Manage Client...
Education
Arizona State University 2008 — 2011
BA, Business and Urban Planning
Regis University 2005 — 2007
Business Administration and Management, General
2009
High School Diploma
Fisher Investments April 2014 - Present
Merrill Edge May 2012 - April 2014
P.F. Chang's China Bistro August 2007 - May 2012
P.F. Chang's China Bistro August 2007 - May 2012
Longhorn Steakhouse May 2008 - August 2008
Earnhardt Nissan May 2006 - August 2006
Skills
Training, Finance, Time Management, Series 7, Restaurants, Outlook, Research, Management, Sales, Leadership, Microsoft Excel, Energetic, Personable, Enthusiastic, Trustworthy, Honest, Client Development, Manage Client...
Education
Arizona State University 2008 — 2011
BA, Business and Urban Planning
Regis University 2005 — 2007
Business Administration and Management, General
2009
High School Diploma
Eamonn Reynolds-Mohler, CFP®'s Fisher Investments Experience June 2013 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2013 - Present
Commonwealth Planning Group November 2007 - May 2013
Pioneer Investments May 2007 - November 2007
Dion Money Management May 2005 - June 2005
Skills
Retirement Planning, Series 7, Securities, Strategic Financial..., Asset Allocation, FINRA, Financial Services, Alternative Investments, Investments, Mutual Funds, Hedge Funds, Fixed Income, Equities, Series 63, Asset Managment, Portfolio Management, Financial Analysis, Investment Management
Education
Bates College 2002 — 2006
B.A., Economics
Holderness School 1999 — 2002
Fisher Investments June 2013 - Present
Commonwealth Planning Group November 2007 - May 2013
Pioneer Investments May 2007 - November 2007
Dion Money Management May 2005 - June 2005
Skills
Retirement Planning, Series 7, Securities, Strategic Financial..., Asset Allocation, FINRA, Financial Services, Alternative Investments, Investments, Mutual Funds, Hedge Funds, Fixed Income, Equities, Series 63, Asset Managment, Portfolio Management, Financial Analysis, Investment Management
Education
Bates College 2002 — 2006
B.A., Economics
Holderness School 1999 — 2002
Carson Wall Carson Wall's Fisher Investments Experience January 2015 - Present
Job Portfolio Evaluation Associate at Fisher Investments
Industry
Experience
Fisher Investments January 2015 - Present
Transamerica Financial Solutions May 2013 - August 2013
Education
University of Wisconsin-Madison - School of Business 2011 — 2014
Actuarial Science
ESCI-UPF International Business 2013 — 2013
International Business
Fisher Investments January 2015 - Present
Transamerica Financial Solutions May 2013 - August 2013
Education
University of Wisconsin-Madison - School of Business 2011 — 2014
Actuarial Science
ESCI-UPF International Business 2013 — 2013
International Business
Annette Rincon's Fisher Investments Experience January 2015 - Present
Job Corporate Training Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
Fisher Investments March 2013 - January 2015
Oakland Athletics July 2012 - March 2013
Boise Weekly January 2012 - May 2012
Red Bull November 2010 - June 2011
Skills
Recruiting, Sales, Social Networking, Interviews, Media Relations, Facebook, Social Media, Social Media Marketing, Sports, Outlook, Brand Management, Advertising, Public Relations, Marketing Communications, Microsoft Office, Creative Writing, Journalism, PowerPoint, Marketing Strategy, Microsoft Word, Telephone Interviewing, Team Building, Strategic Planning, Business Meetings, Problem Solving, Customer Service, News Writing, Report Writing, Brand Awareness
Education
Boise State University 2010 — 2012
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Orange Coast College 2007 — 2009
Christian Brothers High School
Fisher Investments January 2015 - Present
Fisher Investments March 2013 - January 2015
Oakland Athletics July 2012 - March 2013
Boise Weekly January 2012 - May 2012
Red Bull November 2010 - June 2011
Skills
Recruiting, Sales, Social Networking, Interviews, Media Relations, Facebook, Social Media, Social Media Marketing, Sports, Outlook, Brand Management, Advertising, Public Relations, Marketing Communications, Microsoft Office, Creative Writing, Journalism, PowerPoint, Marketing Strategy, Microsoft Word, Telephone Interviewing, Team Building, Strategic Planning, Business Meetings, Problem Solving, Customer Service, News Writing, Report Writing, Brand Awareness
Education
Boise State University 2010 — 2012
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Orange Coast College 2007 — 2009
Christian Brothers High School
Erin Benton's Fisher Investments Experience February 2015 - Present
Job Recruiter at Fisher Investments
Industry Staffing and Recruiting
Experience
Fisher Investments February 2015 - Present
Fisher Investments March 2014 - February 2015
Deutsch October 2012 - October 2013
Deutsch August 2012 - October 2012
Deutsch April 2011 - August 2012
C&M Communique September 2010 - April 2011
C&M Communique 2010 - 2010
451 Marketing September 2009 - December 2009
Los Caballeros Sports and Racquetball Club June 2009 - August 2009
Smardan Supply Company June 2009 - August 2009
Skills
Social Media Marketing, Marketing, PowerPoint, Social Media, Sales, Microsoft Excel, Microsoft Office, Microsoft Word, Spanish, Inventory Management, Organizational Behavior, Customer Service, Event Planning
Education
Boston University 2006 — 2010
Bachelor of Science, Marketing, Organizational Behavior
Boston University - School of Management 2006 — 2010
Bachelor of Science, Business Administration; Marketing and Organizational Behavior
Fisher Investments February 2015 - Present
Fisher Investments March 2014 - February 2015
Deutsch October 2012 - October 2013
Deutsch August 2012 - October 2012
Deutsch April 2011 - August 2012
C&M Communique September 2010 - April 2011
C&M Communique 2010 - 2010
451 Marketing September 2009 - December 2009
Los Caballeros Sports and Racquetball Club June 2009 - August 2009
Smardan Supply Company June 2009 - August 2009
Skills
Social Media Marketing, Marketing, PowerPoint, Social Media, Sales, Microsoft Excel, Microsoft Office, Microsoft Word, Spanish, Inventory Management, Organizational Behavior, Customer Service, Event Planning
Education
Boston University 2006 — 2010
Bachelor of Science, Marketing, Organizational Behavior
Boston University - School of Management 2006 — 2010
Bachelor of Science, Business Administration; Marketing and Organizational Behavior
Davis Hein, CFA CFP Davis Hein, CFA CFP's Fisher Investments Experience April 2014 - Present
Job Investment Counselor Group Manager
Industry Investment Management
Experience
Fisher Investments April 2014 - Present
Fisher Investments August 2012 - April 2014
Independant Financial Advisor April 2009 - August 2012
Wachovia Securities, LLC January 2008 - March 2009
A.G. Edwards August 2004 - December 2007
Horst Frisch Inc. September 2000 - September 2002
Skills
Fixed Income
Education
Bates College 1996 — 2000
Fisher Investments April 2014 - Present
Fisher Investments August 2012 - April 2014
Independant Financial Advisor April 2009 - August 2012
Wachovia Securities, LLC January 2008 - March 2009
A.G. Edwards August 2004 - December 2007
Horst Frisch Inc. September 2000 - September 2002
Skills
Fixed Income
Education
Bates College 1996 — 2000
Jordan Kelleher Jordan Kelleher's Fisher Investments Experience June 2012 - August 2012
Job Systems Integration Analyst at Accenture
Industry Information Technology and Services
Experience
Accenture October 2014 - Present
Boston College September 2010 - May 2014
Fisher Investments June 2012 - August 2012
Education
Boston College 2010 — 2014
Bachelor of Arts (BA), Economics
Bellarmine College Preparatory 2006 — 2010
Accenture October 2014 - Present
Boston College September 2010 - May 2014
Fisher Investments June 2012 - August 2012
Education
Boston College 2010 — 2014
Bachelor of Arts (BA), Economics
Bellarmine College Preparatory 2006 — 2010
Geoffrey Smarte Geoffrey Smarte's Fisher Investments Experience September 2011 - Present
Job Regional Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2011 - Present
Smarte Financial Group June 2000 - September 2011
AXA Advisors June 2000 - September 2011
Education
Wharton School, University of Pennsylvania 2008 — 2008
Retirement Planning Specialist, Financial Planning and Services
Murray State University 1998 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
Azusa Pacific University 1994 — 1998
Bachelor of Arts (B.A.), International Business
Fisher Investments September 2011 - Present
Smarte Financial Group June 2000 - September 2011
AXA Advisors June 2000 - September 2011
Education
Wharton School, University of Pennsylvania 2008 — 2008
Retirement Planning Specialist, Financial Planning and Services
Murray State University 1998 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
Azusa Pacific University 1994 — 1998
Bachelor of Arts (B.A.), International Business
Ed Pope Ed Pope's Fisher Investments Experience 2006 - 2012
Job Director and Senior Investment Consultant at City National Rochdale Investment Management
Industry Capital Markets
Experience
City National Rochdale Investment Management 2012 - Present
Fisher Investments 2006 - 2012
Marsh & McLennan Companies, Inc. 2002 - 2005
GATX Capital 2000 - 2002
Willis 1992 - 1998
Skills
Wealth Management, Sales, Capital Markets, Business Development, Investment Advisory, Retirement Planning, Relationship Management, Strategic Financial..., International Business..., Public Speaking, Training, Insurance, Investments, Portfolio Management, Valuation, Risk Management, Management, CRM, Due Diligence, Corporate Finance, Private Equity, Alternative Investments, Asset Allocation, Investment Management, Asset Management, Equities, Investment Strategies, Fixed Income, Mutual Funds, Hedge Funds
Education
Thunderbird School of Global Management 1998 — 2000
Master of International Management, Cum laude
Arizona State University 1998 — 2000
MBA
Royal Agricultural College, Cirencester 1989 — 1992
Bachelor of Science
City National Rochdale Investment Management 2012 - Present
Fisher Investments 2006 - 2012
Marsh & McLennan Companies, Inc. 2002 - 2005
GATX Capital 2000 - 2002
Willis 1992 - 1998
Skills
Wealth Management, Sales, Capital Markets, Business Development, Investment Advisory, Retirement Planning, Relationship Management, Strategic Financial..., International Business..., Public Speaking, Training, Insurance, Investments, Portfolio Management, Valuation, Risk Management, Management, CRM, Due Diligence, Corporate Finance, Private Equity, Alternative Investments, Asset Allocation, Investment Management, Asset Management, Equities, Investment Strategies, Fixed Income, Mutual Funds, Hedge Funds
Education
Thunderbird School of Global Management 1998 — 2000
Master of International Management, Cum laude
Arizona State University 1998 — 2000
MBA
Royal Agricultural College, Cirencester 1989 — 1992
Bachelor of Science
Ruth Hahn Ruth Hahn's Fisher Investments Experience April 2014 - Present
Job Fund Accountant at Fisher Investments
Industry Accounting
Experience
Fisher Investments April 2014 - Present
UTi Worldwide March 2012 - April 2014
Terra Hydr Inc. November 2010 - November 2011
HF-Collection June 2008 - June 2010
Education
Portland State University
Postbaccalaureate Certificate, Accounting
Oregon State University 2003 — 2008
Bachelor's, International Business & Marketing
Aarhus Universitet 2006 — 2006
Bachelor's, International Business
Fisher Investments April 2014 - Present
UTi Worldwide March 2012 - April 2014
Terra Hydr Inc. November 2010 - November 2011
HF-Collection June 2008 - June 2010
Education
Portland State University
Postbaccalaureate Certificate, Accounting
Oregon State University 2003 — 2008
Bachelor's, International Business & Marketing
Aarhus Universitet 2006 — 2006
Bachelor's, International Business
Mahesh Adhav Mahesh Adhav's Fisher Investments Experience January 2002 - June 2002
Job Sr. Tech. Program Manager Digital Incubation at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente September 2013 - Present
PayPal March 2012 - September 2013
Adobe September 2011 - March 2012
CoreLogic April 2011 - September 2011
Humana July 2010 - April 2011
Syntel Inc. September 2006 - March 2009
State Street Bank June 2004 - September 2006
Bristol-Myers Squibb June 2002 - June 2004
Fisher Investments January 2002 - June 2002
Dresdner RCM (now Commerzbank AG) June 2001 - December 2001
Skills
Scrum, Program Management, Agile Methodologies, Vendor Management, SDLC, Software Project..., Oracle, Requirements Analysis, Agile Project Management, Project Planning, Business Analysis, SQL, Management, Data Warehousing, Microsoft SQL Server, Business Intelligence, Enterprise Software, Requirements Gathering, IT Strategy, Business Process, Database Design, Enterprise Architecture, SOA, Integration, IT Management, Pre-sales, Data Modeling, Project Portfolio..., Product Development, Outsourcing, Solution Architecture, Data Migration, Global Delivery, PMO, Team Leadership, Client Engagement, Product Launch, Product Incubation, Software Development, Offshore Software..., Business Process...
Education
University of Mumbai
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Victoria Jubilee Technical Institute
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Vivekanand Education Society's Institute Of Technology
Diploma of Engineering, Electronics and Video Engineering
B.E.H.S, Thane
High School
Kaiser Permanente September 2013 - Present
PayPal March 2012 - September 2013
Adobe September 2011 - March 2012
CoreLogic April 2011 - September 2011
Humana July 2010 - April 2011
Syntel Inc. September 2006 - March 2009
State Street Bank June 2004 - September 2006
Bristol-Myers Squibb June 2002 - June 2004
Fisher Investments January 2002 - June 2002
Dresdner RCM (now Commerzbank AG) June 2001 - December 2001
Skills
Scrum, Program Management, Agile Methodologies, Vendor Management, SDLC, Software Project..., Oracle, Requirements Analysis, Agile Project Management, Project Planning, Business Analysis, SQL, Management, Data Warehousing, Microsoft SQL Server, Business Intelligence, Enterprise Software, Requirements Gathering, IT Strategy, Business Process, Database Design, Enterprise Architecture, SOA, Integration, IT Management, Pre-sales, Data Modeling, Project Portfolio..., Product Development, Outsourcing, Solution Architecture, Data Migration, Global Delivery, PMO, Team Leadership, Client Engagement, Product Launch, Product Incubation, Software Development, Offshore Software..., Business Process...
Education
University of Mumbai
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Victoria Jubilee Technical Institute
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Vivekanand Education Society's Institute Of Technology
Diploma of Engineering, Electronics and Video Engineering
B.E.H.S, Thane
High School
Irving Chen Irving Chen's Fisher Investments Experience April 2014 - Present
Job Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2014 - Present
Fisher Investments May 2008 - April 2014
Fisher Investments January 2007 - May 2008
Fisher Investments August 2005 - January 2007
Skills
Series 65, Investment Advisory, Retirement Planning, Financial Analysis, Investment Strategies, Sales Process, Public Speaking, Mentoring, Microsoft Excel, Microsoft Access, Bloomberg Terminal, Sales, Customer Service, Leadership, Management, Portfolio Management, Investments
Education
Arizona State University
Master of Business Administration (M.B.A.), Finance Emphasis
University of California, Santa Barbara
Bachelor of Arts (B.A.)
Fisher Investments April 2014 - Present
Fisher Investments May 2008 - April 2014
Fisher Investments January 2007 - May 2008
Fisher Investments August 2005 - January 2007
Skills
Series 65, Investment Advisory, Retirement Planning, Financial Analysis, Investment Strategies, Sales Process, Public Speaking, Mentoring, Microsoft Excel, Microsoft Access, Bloomberg Terminal, Sales, Customer Service, Leadership, Management, Portfolio Management, Investments
Education
Arizona State University
Master of Business Administration (M.B.A.), Finance Emphasis
University of California, Santa Barbara
Bachelor of Arts (B.A.)
Magdalena Gryko's Fisher Investments Experience July 2009 - March 2010
Job iShares Business Management Associate at BlackRock
Industry Financial Services
Experience
BlackRock July 2013 - Present
BlackRock November 2012 - July 2013
BlackRock July 2011 - November 2012
Institutional Cash Distributors March 2010 - June 2011
Fisher Investments July 2009 - March 2010
Fisher Investments June 2008 - July 2009
Office of US Senator Dianne Feinstein May 2006 - August 2006
The Jane Goodall Institute 2004 - 2005
Skills
Business Management, Quantitative Analytics, Data Analysis, Financial Services, SQL, ETFs, Mutual Funds, Equities, Fixed Income, Bloomberg, Asset Management, Investments, Financial Markets, Capital Markets, Wealth Management, Cash Management, Tableau, Event Planning, Event Management, Non-profit Leadership
Education
Boston University 2005 — 2008
BA, Economics
BlackRock July 2013 - Present
BlackRock November 2012 - July 2013
BlackRock July 2011 - November 2012
Institutional Cash Distributors March 2010 - June 2011
Fisher Investments July 2009 - March 2010
Fisher Investments June 2008 - July 2009
Office of US Senator Dianne Feinstein May 2006 - August 2006
The Jane Goodall Institute 2004 - 2005
Skills
Business Management, Quantitative Analytics, Data Analysis, Financial Services, SQL, ETFs, Mutual Funds, Equities, Fixed Income, Bloomberg, Asset Management, Investments, Financial Markets, Capital Markets, Wealth Management, Cash Management, Tableau, Event Planning, Event Management, Non-profit Leadership
Education
Boston University 2005 — 2008
BA, Economics
Andi Yao's Fisher Investments Experience May 2013 - January 2015
Job Client Service Manager
Industry Financial Services
Experience
Sequoia Consulting Group - www.Sequoia.com February 2015 - Present
Fisher Investments May 2013 - January 2015
Tiffany & Co. December 2012 - April 2013
Citi September 2009 - April 2011
Citi July 2007 - September 2009
Chubb June 2005 - August 2005
Skills
Commercial Underwriting..., Trade ticketing, Cash Breaks Manager..., Calypso, Murex, DTCC, Markitwire, Swapswire, Summit, Capital IQ, Recon Frontier, OASYS, Payment Workflow System..., Bloomberg, Reuters, MS Office
Education
Boston University - School of Management 2011 — 2012
Master of Business Administration (MBA), Leadership & Organizational Transformation and International Management, Focus in Finance
Peking University 2006 — 2007
Certificate, Chinese Language, Culture, and Economics
State University of New York at Binghamton 2002 — 2006
Bachelor of Arts (BA), Economics and Mathematics
Sequoia Consulting Group - www.Sequoia.com February 2015 - Present
Fisher Investments May 2013 - January 2015
Tiffany & Co. December 2012 - April 2013
Citi September 2009 - April 2011
Citi July 2007 - September 2009
Chubb June 2005 - August 2005
Skills
Commercial Underwriting..., Trade ticketing, Cash Breaks Manager..., Calypso, Murex, DTCC, Markitwire, Swapswire, Summit, Capital IQ, Recon Frontier, OASYS, Payment Workflow System..., Bloomberg, Reuters, MS Office
Education
Boston University - School of Management 2011 — 2012
Master of Business Administration (MBA), Leadership & Organizational Transformation and International Management, Focus in Finance
Peking University 2006 — 2007
Certificate, Chinese Language, Culture, and Economics
State University of New York at Binghamton 2002 — 2006
Bachelor of Arts (BA), Economics and Mathematics
Joshua Opatz Joshua Opatz's Fisher Investments Experience October 2007 - July 2008
Job Manager, Policy and Performance Cash Product Office at the Federal Reserve Bank of San Francisco
Industry Banking
Experience
Federal Reserve Bank of San Francisco March 2013 - Present
Federal Reserve Bank of San Francisco November 2009 - March 2013
Federal Reserve Bank of San Francisco July 2008 - November 2009
Fisher Investments October 2007 - July 2008
Fisher Investments January 2007 - October 2007
SaaS based Shipment Auditing Company March 2006 - December 2006
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Concentration in Entrepreneurship
University of California, Santa Barbara 2002 — 2006
Bachelor's Degree, Business Administration/Economics
Federal Reserve Bank of San Francisco March 2013 - Present
Federal Reserve Bank of San Francisco November 2009 - March 2013
Federal Reserve Bank of San Francisco July 2008 - November 2009
Fisher Investments October 2007 - July 2008
Fisher Investments January 2007 - October 2007
SaaS based Shipment Auditing Company March 2006 - December 2006
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Concentration in Entrepreneurship
University of California, Santa Barbara 2002 — 2006
Bachelor's Degree, Business Administration/Economics
Parker M. Emerson's Fisher Investments Experience February 2014 - Present
Job Founder at Limitless Worldwide LLC
Industry Research
Experience
Limitless Worldwide LLC October 2015 - Present
Fisher Investments February 2014 - Present
Fisher Investments June 2011 - February 2014
University of Wyoming Department of Intercollegiate Athletics August 2010 - June 2011
Centennial Woods LLC May 2010 - August 2010
Skills
Marketing, Customer Service, Microsoft Office, Leadership, Microsoft Excel, Social Media, Sales, PowerPoint, Event Planning, Public Speaking, Management, Social Networking, Social Media Marketing, Research, Microsoft Word, Event Management, Communication, Investments, Time Management, Market Research, Strategic Planning, Salesforce.com, Fundraising, Direct Sales, Cold Calling, Account Management, Lead Generation, Sales Process
Education
University of Wyoming College of Business
Bachelor of Science (BS), Marketing
Limitless Worldwide LLC October 2015 - Present
Fisher Investments February 2014 - Present
Fisher Investments June 2011 - February 2014
University of Wyoming Department of Intercollegiate Athletics August 2010 - June 2011
Centennial Woods LLC May 2010 - August 2010
Skills
Marketing, Customer Service, Microsoft Office, Leadership, Microsoft Excel, Social Media, Sales, PowerPoint, Event Planning, Public Speaking, Management, Social Networking, Social Media Marketing, Research, Microsoft Word, Event Management, Communication, Investments, Time Management, Market Research, Strategic Planning, Salesforce.com, Fundraising, Direct Sales, Cold Calling, Account Management, Lead Generation, Sales Process
Education
University of Wyoming College of Business
Bachelor of Science (BS), Marketing
Kerri Makarich Kerri Makarich's Fisher Investments Experience April 2014 - Present
Job Event Manager
Industry Events Services
Experience
Fisher Investments April 2014 - Present
Greater Women's Business Council January 2013 - December 2013
Wells Fargo December 2010 - February 2012
Le Meridien Hotels & Resorts May 2010 - September 2010
Hyatt Hotels Corporation January 2008 - August 2009
Hyatt Hotels Corporation May 2006 - January 2008
The Park Hyatt January 2006 - May 2006
THE ISLES RESTAURANT AND BEACH CLUB September 2003 - November 2005
The Islander Inn December 2004 - April 2005
Skills
Event Management, Event Planning, Meeting Planning, Food & Beverage, Customer Service, Logistics Management, Contract Negotiation, Corporate Events, Hotel Management, Hospitality, Project Coordination, Trade Shows, Marketing, Registration, Customer Satisfaction, Social Media Marketing, Operations Management, Web Content, Social Media, Basic HTML coding, Basic Website Design, Project Implementation, Staff Training, Budget Management, Website Development, SharePoint, Cross-functional Team..., Remote Team Management, Event Execution, Catering Sales, Project Planning, Metrics, Non-executive Director, Facilities Management, Reservations, Software Implementation, Training, Program Management, Convention Services, Marketing Communications, Email Marketing, Sponsorship, Community Outreach, Social Networking, Online Marketing
Education
Appalachian State University 1998 — 2003
BSBA, Hospitality and Tourism Management
NA
NA
Fisher Investments April 2014 - Present
Greater Women's Business Council January 2013 - December 2013
Wells Fargo December 2010 - February 2012
Le Meridien Hotels & Resorts May 2010 - September 2010
Hyatt Hotels Corporation January 2008 - August 2009
Hyatt Hotels Corporation May 2006 - January 2008
The Park Hyatt January 2006 - May 2006
THE ISLES RESTAURANT AND BEACH CLUB September 2003 - November 2005
The Islander Inn December 2004 - April 2005
Skills
Event Management, Event Planning, Meeting Planning, Food & Beverage, Customer Service, Logistics Management, Contract Negotiation, Corporate Events, Hotel Management, Hospitality, Project Coordination, Trade Shows, Marketing, Registration, Customer Satisfaction, Social Media Marketing, Operations Management, Web Content, Social Media, Basic HTML coding, Basic Website Design, Project Implementation, Staff Training, Budget Management, Website Development, SharePoint, Cross-functional Team..., Remote Team Management, Event Execution, Catering Sales, Project Planning, Metrics, Non-executive Director, Facilities Management, Reservations, Software Implementation, Training, Program Management, Convention Services, Marketing Communications, Email Marketing, Sponsorship, Community Outreach, Social Networking, Online Marketing
Education
Appalachian State University 1998 — 2003
BSBA, Hospitality and Tourism Management
NA
NA
Elizabeth Anathan (née Turner)'s Fisher Investments Experience July 2010 - September 2013
Job Director of Client Services
Industry Investment Management
Experience
Symphony Asset Management October 2013 - Present
Fisher Investments July 2010 - September 2013
Fisher Investments July 2008 - July 2010
Fisher Investments May 2006 - July 2008
Fisher Investments March 2005 - June 2006
Fisher Investments April 2002 - March 2005
Answerthink Consulting 1999 - 2001
Skills
Client Service, Writing, People Management, Research, Investment Strategies, Equities, Asset Management, Securities, Financial Services, Asset Managment, Alternative Investments, Asset Allocation, Financial Analysis, Leadership, Management, Portfolio Management, Client Services, Hedge Funds, Mutual Funds
Education
Boston College 1995 — 1999
BA, History, International Studies
The Lawrenceville School 1991 — 1995
Symphony Asset Management October 2013 - Present
Fisher Investments July 2010 - September 2013
Fisher Investments July 2008 - July 2010
Fisher Investments May 2006 - July 2008
Fisher Investments March 2005 - June 2006
Fisher Investments April 2002 - March 2005
Answerthink Consulting 1999 - 2001
Skills
Client Service, Writing, People Management, Research, Investment Strategies, Equities, Asset Management, Securities, Financial Services, Asset Managment, Alternative Investments, Asset Allocation, Financial Analysis, Leadership, Management, Portfolio Management, Client Services, Hedge Funds, Mutual Funds
Education
Boston College 1995 — 1999
BA, History, International Studies
The Lawrenceville School 1991 — 1995
David Reynolds, CFP®, ChFC®, AAMS® David Reynolds, CFP®, ChFC®, AAMS®'s Fisher Investments Experience 2009 - 2010
Job Senior Vice President, Wealth Director at PNC Wealth Management
Industry Financial Services
Experience
PNC March 2015 - Present
TIAA-CREF August 2012 - March 2015
Fisher Investments 2009 - 2010
Ameriprise Financial 1999 - 2009
Education
Bethany College 1993 — 1997
BA- Business Administration, Finance
PNC March 2015 - Present
TIAA-CREF August 2012 - March 2015
Fisher Investments 2009 - 2010
Ameriprise Financial 1999 - 2009
Education
Bethany College 1993 — 1997
BA- Business Administration, Finance
Ivan M. Illán, CFS's Fisher Investments Experience July 2004 - January 2005
Job Founder, Aligne Wealth LLC; Board Chair, Step Up on Second, Inc; Partner, MOCA, LA
Industry Financial Services
Experience
Aligne Wealth Preservation & Insurance Services, LLC January 2005 - Present
Fisher Investments July 2004 - January 2005
MingConsulting Group, Inc. April 2000 - July 2004
Nuveen Investments September 1996 - April 2000
Skills
Securities, Management, Retirement Planning, Mutual Funds, Wealth Management, Series 7, Series 63, Asset Managment, Investments, Asset Allocation, Life Insurance, Asset Management, Estate Planning, Financial Advisory, Strategic Financial..., Investment Management, Wealth, Wealth Management..., Mergers & Acquisitions, Fixed Annuities, Retirement, Insurance, Employee Benefits, FINRA, Investment Banking, Portfolio Management, 401k, Whole Life, Trusts, Trust Services, Retirement Plan..., Valuation, Financial Planning
Education
Boston College 1992 — 1996
Bachelor of Science (B.S.), Finance
Boston College 1992 — 1996
Bachelor of Arts (B.A.), Philosophy
Aligne Wealth Preservation & Insurance Services, LLC January 2005 - Present
Fisher Investments July 2004 - January 2005
MingConsulting Group, Inc. April 2000 - July 2004
Nuveen Investments September 1996 - April 2000
Skills
Securities, Management, Retirement Planning, Mutual Funds, Wealth Management, Series 7, Series 63, Asset Managment, Investments, Asset Allocation, Life Insurance, Asset Management, Estate Planning, Financial Advisory, Strategic Financial..., Investment Management, Wealth, Wealth Management..., Mergers & Acquisitions, Fixed Annuities, Retirement, Insurance, Employee Benefits, FINRA, Investment Banking, Portfolio Management, 401k, Whole Life, Trusts, Trust Services, Retirement Plan..., Valuation, Financial Planning
Education
Boston College 1992 — 1996
Bachelor of Science (B.S.), Finance
Boston College 1992 — 1996
Bachelor of Arts (B.A.), Philosophy
Matt Redmond's Fisher Investments Experience 2004 - 2006
Job
Industry Market Research
Experience
Social Venture Partners Boston September 2015 - Present
Millward Brown Digital July 2014 - July 2015
Millward Brown Digital July 2013 - June 2014
Millward Brown Digital July 2011 - June 2013
Millward Brown Digital July 2010 - August 2011
LeveragePoint Innovations Inc. June 2009 - August 2009
PRTM 2006 - 2008
Fisher Investments 2004 - 2006
Cambridge Associates 2001 - 2003
Bigdough 1999 - 2001
Skills
Competitive Analysis, Survey Development, Cross-functional Team..., Analytics, Market Research, Data Analysis, Market Analysis, Web Analytics, Marketing Research, Product Management, Marketing Strategy, Online Marketing, Google Analytics, SPSS, Business Strategy, Strategic Planning, Digital Marketing, Business Analysis, Statistics, Research, New Business Development, Digital Media, SEO, SEM, Customer Relations, Consumer Insights, Strategy Development, Consumer Behavior, Microsoft Excel, Digital Video, Tableau, Data Visualization, Business Development, Customer Insight, SaaS, Segmentation, Analysis, Salesforce.com, Strategy, Consumer Behaviour
Education
Boston University Questrom School of Business 2008 — 2010
MBA, Marketing and Business & Strategy Analysis
Boston University Questrom School of Business 2008 — 2010
MS, Information Systems
American University 1995 — 1999
BA, Justice
Social Venture Partners Boston September 2015 - Present
Millward Brown Digital July 2014 - July 2015
Millward Brown Digital July 2013 - June 2014
Millward Brown Digital July 2011 - June 2013
Millward Brown Digital July 2010 - August 2011
LeveragePoint Innovations Inc. June 2009 - August 2009
PRTM 2006 - 2008
Fisher Investments 2004 - 2006
Cambridge Associates 2001 - 2003
Bigdough 1999 - 2001
Skills
Competitive Analysis, Survey Development, Cross-functional Team..., Analytics, Market Research, Data Analysis, Market Analysis, Web Analytics, Marketing Research, Product Management, Marketing Strategy, Online Marketing, Google Analytics, SPSS, Business Strategy, Strategic Planning, Digital Marketing, Business Analysis, Statistics, Research, New Business Development, Digital Media, SEO, SEM, Customer Relations, Consumer Insights, Strategy Development, Consumer Behavior, Microsoft Excel, Digital Video, Tableau, Data Visualization, Business Development, Customer Insight, SaaS, Segmentation, Analysis, Salesforce.com, Strategy, Consumer Behaviour
Education
Boston University Questrom School of Business 2008 — 2010
MBA, Marketing and Business & Strategy Analysis
Boston University Questrom School of Business 2008 — 2010
MS, Information Systems
American University 1995 — 1999
BA, Justice
William Scharfman's Fisher Investments Experience 2014 - 2015
Job Investments
Industry Investment Management
Experience
The Finneaus Joseph Egan Memorial Slide & Garden 2012 - Present
Fisher Investments 2014 - 2015
Pacific Global Advisors LLC 2012 - 2014
Ipreo 2011 - 2011
New York City Office of the Comptroller 2010 - 2010
Newbury Capital Partners 2010 - 2010
Generic Trading of Philadelphia 2004 - 2006
Skills
Institutional..., Equity Capital Markets, Technical Analysis, Real Estate Private..., Proprietary Trading, Investor Relations, Bloomberg, Hedge Funds, Fixed Income, Investment Advisory, Institutional Sales, Asset Allocation, Asset Management, High Yield, Funding, FINRA, Fiduciary Management, ALM, LDI, Institutional Relations, Consultant Relations, Business Development, Corporate Finance, Risk Management, Financial Analysis, Market Research, Due Diligence, Emerging Markets, Fundamental Analysis, Pension Funds, ERISA, Defined Benefit, Defined Contribution, Endowments, Foundations, Microsoft Excel, PowerPoint
Education
UC Berkeley Extension 2015 — 2017
Certificate Program, Accounting
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration, Finance, Real Estate, Economics, Cum Laude
The Finneaus Joseph Egan Memorial Slide & Garden 2012 - Present
Fisher Investments 2014 - 2015
Pacific Global Advisors LLC 2012 - 2014
Ipreo 2011 - 2011
New York City Office of the Comptroller 2010 - 2010
Newbury Capital Partners 2010 - 2010
Generic Trading of Philadelphia 2004 - 2006
Skills
Institutional..., Equity Capital Markets, Technical Analysis, Real Estate Private..., Proprietary Trading, Investor Relations, Bloomberg, Hedge Funds, Fixed Income, Investment Advisory, Institutional Sales, Asset Allocation, Asset Management, High Yield, Funding, FINRA, Fiduciary Management, ALM, LDI, Institutional Relations, Consultant Relations, Business Development, Corporate Finance, Risk Management, Financial Analysis, Market Research, Due Diligence, Emerging Markets, Fundamental Analysis, Pension Funds, ERISA, Defined Benefit, Defined Contribution, Endowments, Foundations, Microsoft Excel, PowerPoint
Education
UC Berkeley Extension 2015 — 2017
Certificate Program, Accounting
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration, Finance, Real Estate, Economics, Cum Laude
Brian Mauck Brian Mauck's Fisher Investments Experience April 2015 - Present
Job Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2015 - Present
Arizona Army National Guard June 2014 - Present
Merrill Lynch January 2014 - April 2015
Arizona Army National Guard January 2014 - June 2014
Z'Tejas Southwestern Grill June 2010 - January 2014
US Army August 2009 - December 2013
Carrabba's Italian Grill January 2007 - June 2009
Skills
Leadership, Military Training, Organizational..., Microsoft Office, Security Clearance, Critical Thinking, Interpersonal..., International Economics, Army, Customer Service, Analysis, Regression Analysis, Foreign Languages, Economics, Management, Microsoft Excel, Sales, Team Building, Intelligence, Public Speaking, Interpersonal Leadership, Game Theory, Public Policy, Personnel Supervision, Military Logistics, Leadership Development, Microsoft Word, Risk Management, Military Experience, Military, Team Leadership, PowerPoint, Investments, Military Operations, Financial Analysis, Social Networking, Time Management, Strategic Planning, Economic Behavior, Multi Tasking, Benefit Cost Analysis, Forecasting, Social Media, Finance, Research, Government, Operations Management
Education
Arizona State University 2009 — 2013
BS, Economics
Arizona State University 2009 — 2013
Bachelor of Science (B.S.), Economics
Fisher Investments April 2015 - Present
Arizona Army National Guard June 2014 - Present
Merrill Lynch January 2014 - April 2015
Arizona Army National Guard January 2014 - June 2014
Z'Tejas Southwestern Grill June 2010 - January 2014
US Army August 2009 - December 2013
Carrabba's Italian Grill January 2007 - June 2009
Skills
Leadership, Military Training, Organizational..., Microsoft Office, Security Clearance, Critical Thinking, Interpersonal..., International Economics, Army, Customer Service, Analysis, Regression Analysis, Foreign Languages, Economics, Management, Microsoft Excel, Sales, Team Building, Intelligence, Public Speaking, Interpersonal Leadership, Game Theory, Public Policy, Personnel Supervision, Military Logistics, Leadership Development, Microsoft Word, Risk Management, Military Experience, Military, Team Leadership, PowerPoint, Investments, Military Operations, Financial Analysis, Social Networking, Time Management, Strategic Planning, Economic Behavior, Multi Tasking, Benefit Cost Analysis, Forecasting, Social Media, Finance, Research, Government, Operations Management
Education
Arizona State University 2009 — 2013
BS, Economics
Arizona State University 2009 — 2013
Bachelor of Science (B.S.), Economics
Ken Kobayashi Ken Kobayashi's Fisher Investments Experience September 2015 - Present
Job Junior Associate at Fisher Investments
Industry Higher Education
Experience
Fisher Investments September 2015 - Present
First Hawaiian Bank May 2015 - Present
Bon Appetit September 2013 - Present
SkyWard IO September 2014 - December 2014
Hays March 2014 - July 2014
Kobayashi Sugita & Goda May 2013 - August 2013
Kobayashi Sugita & Goda June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Outlook, Teaching, Public Speaking, HTML, Java, Teamwork
Education
University of Portland 2012 — 2015
Bachelor of Business Administration (BBA), Global Business, Focus: Finance, 3.58
Kanda University of International Studies 2014 — 2014
Undergraduate Study Abroad, Japanese
Beijing Foreign Studies University 2012 — 2012
Chinese Studies, 3.85
Punahou School 2003 — 2011
High School Degree, High School Diploma
Fisher Investments September 2015 - Present
First Hawaiian Bank May 2015 - Present
Bon Appetit September 2013 - Present
SkyWard IO September 2014 - December 2014
Hays March 2014 - July 2014
Kobayashi Sugita & Goda May 2013 - August 2013
Kobayashi Sugita & Goda June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Outlook, Teaching, Public Speaking, HTML, Java, Teamwork
Education
University of Portland 2012 — 2015
Bachelor of Business Administration (BBA), Global Business, Focus: Finance, 3.58
Kanda University of International Studies 2014 — 2014
Undergraduate Study Abroad, Japanese
Beijing Foreign Studies University 2012 — 2012
Chinese Studies, 3.85
Punahou School 2003 — 2011
High School Degree, High School Diploma
Kayla Swanson Kayla Swanson's Fisher Investments Experience March 2014 - February 2015
Job Human Capital Marketing SpecialistCreative at Fisher Investments
Industry Financial Services
Experience
Fisher Investments March 2014 - February 2015
Boise State University Children's Center August 2010 - May 2011
Skills
Digital Photography, Creative Solutions, Friendly Personality, French, Innovation, Problem Solving, Smiling, Adaptability, Learning Quickly, Childcare
Education
Boise State University 2009 — 2013
Bachelor of Fine Arts (B.F.A.), Sculpture
Fisher Investments March 2014 - February 2015
Boise State University Children's Center August 2010 - May 2011
Skills
Digital Photography, Creative Solutions, Friendly Personality, French, Innovation, Problem Solving, Smiling, Adaptability, Learning Quickly, Childcare
Education
Boise State University 2009 — 2013
Bachelor of Fine Arts (B.F.A.), Sculpture
David Hadley David Hadley's Fisher Investments Experience July 2007 - November 2008
Job ISV Launch Manager
Industry Computer Software
Experience
AppDirect August 2015 - Present
Intel Corporation June 2014 - September 2014
TRX Training Corporate January 2012 - May 2013
TRX Training Corporate March 2009 - December 2011
Fisher Investments July 2007 - November 2008
Fisher Investments July 2006 - June 2007
Skills
Salesforce.com, Sales, Marketing Strategy, Strategic Partnerships, New Business Development, Business Development, Start-ups, Sales Management, Account Management, Strategic Planning, Marketing, Cross-functional Team..., Business Strategy, Product Marketing, Sales Process, Product Management, Product Development, Online Advertising, Lead Generation, Forecasting, Leadership, Strategy, Sales Operations, International Business, Coaching, CRM, Competitive Analysis, B2B, Training, International Sales, Management
Education
IESE Business School - University of Navarra 2013 — 2015
Master of Business Administration (MBA)
Boston University 2002 — 2006
Double Major: Political Science and Finance
AppDirect August 2015 - Present
Intel Corporation June 2014 - September 2014
TRX Training Corporate January 2012 - May 2013
TRX Training Corporate March 2009 - December 2011
Fisher Investments July 2007 - November 2008
Fisher Investments July 2006 - June 2007
Skills
Salesforce.com, Sales, Marketing Strategy, Strategic Partnerships, New Business Development, Business Development, Start-ups, Sales Management, Account Management, Strategic Planning, Marketing, Cross-functional Team..., Business Strategy, Product Marketing, Sales Process, Product Management, Product Development, Online Advertising, Lead Generation, Forecasting, Leadership, Strategy, Sales Operations, International Business, Coaching, CRM, Competitive Analysis, B2B, Training, International Sales, Management
Education
IESE Business School - University of Navarra 2013 — 2015
Master of Business Administration (MBA)
Boston University 2002 — 2006
Double Major: Political Science and Finance
Derek Shanahan's Fisher Investments Experience June 2013 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2013 - Present
RIMES Technologies July 2012 - June 2013
State Street Bank June 2010 - July 2012
Education
Assumption College 2007 — 2010
Bachelor of Arts (B.A.), Economics/Finance
Fisher Investments June 2013 - Present
RIMES Technologies July 2012 - June 2013
State Street Bank June 2010 - July 2012
Education
Assumption College 2007 — 2010
Bachelor of Arts (B.A.), Economics/Finance
Ben Solari Ben Solari's Fisher Investments Experience September 2015 - Present
Job Account Executive at Fisher Investments | BYU Marriott School of Management
Industry Financial Services
Experience
Fisher Investments September 2015 - Present
Marriott Undergraduate Student Association Leadership Council August 2014 - April 2015
Alterra Pest Control November 2013 - November 2014
Provo City March 2014 - April 2014
Brigham Young University January 2013 - April 2014
Sage Pest Control December 2012 - December 2013
Brigham Young University August 2012 - April 2013
HomeShield Pest Control May 2012 - July 2012
Missionary Training Center October 2011 - March 2012
The Church of Jesus Christ of Latter-day Saints August 2009 - August 2011
Skills
Leadership, Spanish, Data Analysis, Team Leadership, Critical Thinking, Sales Management, Sales, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Customer Service, Public Speaking, Event Planning, Microsoft Word, Teamwork, Access, Time Management, Research, Data Entry, Inventory Management, Training, Marketing, Management, Marketing Strategy, Analysis, Social Networking, Team Building, Business Strategy, Market Research
Education
Brigham Young University 2011 — 2015
Bachelor of Science, Business Management, Emphasis in Marketing in the Marriott School of Management
Aptos High School 2004 — 2007
Fisher Investments September 2015 - Present
Marriott Undergraduate Student Association Leadership Council August 2014 - April 2015
Alterra Pest Control November 2013 - November 2014
Provo City March 2014 - April 2014
Brigham Young University January 2013 - April 2014
Sage Pest Control December 2012 - December 2013
Brigham Young University August 2012 - April 2013
HomeShield Pest Control May 2012 - July 2012
Missionary Training Center October 2011 - March 2012
The Church of Jesus Christ of Latter-day Saints August 2009 - August 2011
Skills
Leadership, Spanish, Data Analysis, Team Leadership, Critical Thinking, Sales Management, Sales, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Customer Service, Public Speaking, Event Planning, Microsoft Word, Teamwork, Access, Time Management, Research, Data Entry, Inventory Management, Training, Marketing, Management, Marketing Strategy, Analysis, Social Networking, Team Building, Business Strategy, Market Research
Education
Brigham Young University 2011 — 2015
Bachelor of Science, Business Management, Emphasis in Marketing in the Marriott School of Management
Aptos High School 2004 — 2007
Malissa Mazumdar Malissa Mazumdar's Fisher Investments Experience July 2013 - Present
Job Investment Associate at Fisher Investments
Industry Investment Management
Experience
Fisher Investments July 2013 - Present
Brandeis University September 2011 - May 2013
Massachusetts State Senate July 2012 - August 2012
Int'l Ctr for Diarrhoeal Disease Research, Bangladesh (ICDDR,B) July 2011 - August 2011
Education
Brandeis University 2009 — 2013
Bachelor of Arts (BA), Economics
University College London, U. of London 2012 — 2012
Study Abroad Program, Economics
International School of Islamabad 2008 — 2009
High School
Fisher Investments July 2013 - Present
Brandeis University September 2011 - May 2013
Massachusetts State Senate July 2012 - August 2012
Int'l Ctr for Diarrhoeal Disease Research, Bangladesh (ICDDR,B) July 2011 - August 2011
Education
Brandeis University 2009 — 2013
Bachelor of Arts (BA), Economics
University College London, U. of London 2012 — 2012
Study Abroad Program, Economics
International School of Islamabad 2008 — 2009
High School
Ryder Ditto's Fisher Investments Experience August 2014 - Present
Job Recruiting Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2014 - Present
Fisher Investments January 2013 - August 2014
Hertz April 2012 - December 2012
Skills
Customer Service, Attention to detail, Dealing with ambiguity, Critical Thinking, iCIMS, Cross-functional..., Internal Communications, Interviews, Money Management, Sales, Event Planning, Social Media, Facebook, PowerPoint, Community Outreach, Non-profits, Public Speaking, Microsoft Office, Fundraising, Sales Process, Microsoft Excel, Research, Event Management, Creative Writing, Morningstar, Microsoft Word, Social Media Marketing, Teaching, Executive Calendar..., Social Networking
Education
Azusa Pacific University 2008 — 2011
B.A. Political Science, Biblical Studies Minor
Amador Valley High School 2005 — 2008
Fisher Investments August 2014 - Present
Fisher Investments January 2013 - August 2014
Hertz April 2012 - December 2012
Skills
Customer Service, Attention to detail, Dealing with ambiguity, Critical Thinking, iCIMS, Cross-functional..., Internal Communications, Interviews, Money Management, Sales, Event Planning, Social Media, Facebook, PowerPoint, Community Outreach, Non-profits, Public Speaking, Microsoft Office, Fundraising, Sales Process, Microsoft Excel, Research, Event Management, Creative Writing, Morningstar, Microsoft Word, Social Media Marketing, Teaching, Executive Calendar..., Social Networking
Education
Azusa Pacific University 2008 — 2011
B.A. Political Science, Biblical Studies Minor
Amador Valley High School 2005 — 2008
Carson Walker Carson Walker's Fisher Investments Experience January 2014 - Present
Job Account Executive at Fisher Investments
Industry Marketing and Advertising
Experience
Fisher Investments January 2014 - Present
CLEARLINK June 2012 - November 2013
One on One Marketing May 2011 - June 2012
Discover Financial Services October 2010 - December 2010
Cold Stone Creamery August 2005 - December 2010
SE2 Labs April 2008 - August 2008
Skills
Sales, Social Media Marketing, Microsoft Excel, Social Media, Social Networking, Leadership, Interviews, Customer Service, PowerPoint, Marketing, Microsoft Office, Online Marketing, Griffin Hill Sales...
Education
Brigham Young University 2008 — 2013
Bachelor's degree, Marketing
Alta High School 2004 — 2007
High School Diploma, Engineering
Fisher Investments January 2014 - Present
CLEARLINK June 2012 - November 2013
One on One Marketing May 2011 - June 2012
Discover Financial Services October 2010 - December 2010
Cold Stone Creamery August 2005 - December 2010
SE2 Labs April 2008 - August 2008
Skills
Sales, Social Media Marketing, Microsoft Excel, Social Media, Social Networking, Leadership, Interviews, Customer Service, PowerPoint, Marketing, Microsoft Office, Online Marketing, Griffin Hill Sales...
Education
Brigham Young University 2008 — 2013
Bachelor's degree, Marketing
Alta High School 2004 — 2007
High School Diploma, Engineering
Ben Southard Ben Southard's Fisher Investments Experience June 2013 - Present
Job Investment Counselor at Fisher Investments
Industry Banking
Experience
Fisher Investments June 2013 - Present
US Bank August 2011 - May 2013
ABM Security Services December 2009 - August 2011
US Navy January 2006 - November 2009
Skills
Customer Service, Client Retention..., New Business Development, Networking, Satisfied Clients, Positive Team Player, Strongly self-motivated, Credit Analysis, Loans, Management, People Skills, Difficult People, Difficult Clients
Education
Arizona State University 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
San Diego State University-California State University 2008 — 2009
BS, Financial Services
Fisher Investments June 2013 - Present
US Bank August 2011 - May 2013
ABM Security Services December 2009 - August 2011
US Navy January 2006 - November 2009
Skills
Customer Service, Client Retention..., New Business Development, Networking, Satisfied Clients, Positive Team Player, Strongly self-motivated, Credit Analysis, Loans, Management, People Skills, Difficult People, Difficult Clients
Education
Arizona State University 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
San Diego State University-California State University 2008 — 2009
BS, Financial Services
Chelsea Owyeung Chelsea Owyeung's Fisher Investments Experience July 2014 - June 2015
Job Associate Financial Analyst at Electronic Arts (EA)
Industry Computer Games
Experience
Electronic Arts (EA) June 2015 - Present
Fisher Investments July 2014 - June 2015
Openreach June 2012 - July 2012
Hewlett Packard June 2011 - August 2011
Skills
Research, Market Research, Microsoft Excel, Leadership, Social Media, Microsoft Office, Access, Social Networking, Management, Microsoft Word, Marketing, Social Media Marketing, Public Speaking, Teamwork, PowerPoint, Customer Service, Event Planning, Facebook, Outlook, Photoshop
Education
Babson College 2010 — 2014
Bachelor of Science, Business Administration
UNSW Australia 2013 — 2013
London School of Economics 2012 — 2012
Financial Markets
Shanghai University of Finance and Economics 2012 — 2012
Mandarin and Management
Electronic Arts (EA) June 2015 - Present
Fisher Investments July 2014 - June 2015
Openreach June 2012 - July 2012
Hewlett Packard June 2011 - August 2011
Skills
Research, Market Research, Microsoft Excel, Leadership, Social Media, Microsoft Office, Access, Social Networking, Management, Microsoft Word, Marketing, Social Media Marketing, Public Speaking, Teamwork, PowerPoint, Customer Service, Event Planning, Facebook, Outlook, Photoshop
Education
Babson College 2010 — 2014
Bachelor of Science, Business Administration
UNSW Australia 2013 — 2013
London School of Economics 2012 — 2012
Financial Markets
Shanghai University of Finance and Economics 2012 — 2012
Mandarin and Management
Luis Casian, CFA Luis Casian, CFA's Fisher Investments Experience September 2012 - Present
Job Investment Consultant
Industry Financial Services
Experience
Fisher Investments September 2012 - Present
Charles Schwab July 2008 - August 2012
USAA May 2007 - June 2008
Ameriprise Financial Services, Inc. July 2004 - April 2007
Education
Arizona State University 1999 — 2003
B.S, Computer Science
Fisher Investments September 2012 - Present
Charles Schwab July 2008 - August 2012
USAA May 2007 - June 2008
Ameriprise Financial Services, Inc. July 2004 - April 2007
Education
Arizona State University 1999 — 2003
B.S, Computer Science
Matthew Roginski's Fisher Investments Experience September 2014 - Present
Job Group VicePresident Corporate Finance at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2014 - Present
Fisher Investments March 2013 - Present
Fisher Investments March 2011 - March 2013
Fisher Investments December 2009 - March 2011
Longs Drugs September 2007 - June 2009
Liberty Mutual Insurance May 2006 - April 2007
Boston College 2005 - 2007
State Street October 2003 - July 2005
State Street August 2002 - October 2003
Grolier 1999 - 2001
Skills
Forecasting, Finance, Competitive Analysis, Analysis, Business Analysis, Mergers & Acquisitions, Valuation, Budgets, Accounting, Business Planning, Management, Bloomberg, Auditing, Pricing, Essbase, Equities, Strategic Planning, Variance Analysis, Mutual Funds, Training
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
MBA, Finance
Boston College 1998 — 2002
B.S., Finance and Operations
Brookfield High School 1994 — 1998
High School, College Prep
Fisher Investments September 2014 - Present
Fisher Investments March 2013 - Present
Fisher Investments March 2011 - March 2013
Fisher Investments December 2009 - March 2011
Longs Drugs September 2007 - June 2009
Liberty Mutual Insurance May 2006 - April 2007
Boston College 2005 - 2007
State Street October 2003 - July 2005
State Street August 2002 - October 2003
Grolier 1999 - 2001
Skills
Forecasting, Finance, Competitive Analysis, Analysis, Business Analysis, Mergers & Acquisitions, Valuation, Budgets, Accounting, Business Planning, Management, Bloomberg, Auditing, Pricing, Essbase, Equities, Strategic Planning, Variance Analysis, Mutual Funds, Training
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
MBA, Finance
Boston College 1998 — 2002
B.S., Finance and Operations
Brookfield High School 1994 — 1998
High School, College Prep
Ross Hanna's Fisher Investments Experience June 2008 - November 2008
Job CoOwner & Operator at Twenty Two
Industry Food & Beverages
Experience
Twenty Two June 2013 - Present
K.A.M. Graphics March 2010 - December 2013
J.P. Morgan May 2009 - June 2013
Fisher Investments June 2008 - November 2008
Skills
Financial Analysis, Equities, Portfolio Management, Financial Reporting, Investments, Fixed Income, Valuation
Education
Ball State University 2004 — 2008
BS, Finance
Twenty Two June 2013 - Present
K.A.M. Graphics March 2010 - December 2013
J.P. Morgan May 2009 - June 2013
Fisher Investments June 2008 - November 2008
Skills
Financial Analysis, Equities, Portfolio Management, Financial Reporting, Investments, Fixed Income, Valuation
Education
Ball State University 2004 — 2008
BS, Finance
Ryan Walker, CFP, ChFC, CLU's Fisher Investments Experience September 2013 - Present
Job Portfolio Evaluation Analyst at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2013 - Present
Fisher Investments September 2010 - September 2013
New York Life Insurance Company October 2009 - September 2010
The Mutual Fund Store March 2008 - September 2009
Brock and Associates May 2007 - March 2008
New York Life May 2005 - May 2007
Skills
Financial Planning, Investment Advisory, Investments, Relationship Management, Retirement Planning, Retirement, Series 7, Mutual Funds, Wealth Management, Fixed Annuities, 401k, Estate Planning, Securities, Asset Allocation, Series 63, Investment Strategies, IRAs, Insurance, Investment Management, Financial Planners, Risk Management, Alternative Investments, Strategic Financial...
Education
The American College 2007 — 2009
ChFC, CLU, Chartered Financial Consultant and Chartered Life Underwriter Designations
Brigham Young University 2003 — 2007
Bachelors, Business Finance
Fisher Investments September 2013 - Present
Fisher Investments September 2010 - September 2013
New York Life Insurance Company October 2009 - September 2010
The Mutual Fund Store March 2008 - September 2009
Brock and Associates May 2007 - March 2008
New York Life May 2005 - May 2007
Skills
Financial Planning, Investment Advisory, Investments, Relationship Management, Retirement Planning, Retirement, Series 7, Mutual Funds, Wealth Management, Fixed Annuities, 401k, Estate Planning, Securities, Asset Allocation, Series 63, Investment Strategies, IRAs, Insurance, Investment Management, Financial Planners, Risk Management, Alternative Investments, Strategic Financial...
Education
The American College 2007 — 2009
ChFC, CLU, Chartered Financial Consultant and Chartered Life Underwriter Designations
Brigham Young University 2003 — 2007
Bachelors, Business Finance
Austin Rainville's Fisher Investments Experience 2014 - Present
Job Incoming Investment Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments 2014 - Present
Liberty Mutual Insurance May 2013 - Present
Domino's Pizza January 2012 - Present
Undergraduate Government of Boston College September 2011 - May 2012
Rhode Island Hospital June 2009 - August 2009
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Research, Public Speaking, Data Analysis, Social Media
Education
Boston College 2010 — 2014
Bachelor's of Arts, Economics
North Attleboro High School 2006 — 2010
Fisher Investments 2014 - Present
Liberty Mutual Insurance May 2013 - Present
Domino's Pizza January 2012 - Present
Undergraduate Government of Boston College September 2011 - May 2012
Rhode Island Hospital June 2009 - August 2009
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Research, Public Speaking, Data Analysis, Social Media
Education
Boston College 2010 — 2014
Bachelor's of Arts, Economics
North Attleboro High School 2006 — 2010
Ashley Malvankar Ashley Malvankar's Fisher Investments Experience January 2015 - Present
Job Business Analyst II at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
Fisher Investments October 2010 - January 2015
Kellogg Company October 2006 - October 2010
Cardinal Health 2004 - 2006
Skills
SAP, Process Improvement, Business Analysis, Business Intelligence, Project Management, ERP, Change Management, Visio, Access, MS Project, Integration, SharePoint, Analysis, SQL, SAP R/3, Requirements Analysis
Education
Argosy University Chicago 2007 — 2009
MBA, Information Systems Management
Arkansas State University 2000 — 2004
Bachelor, Management Information Systems
Jacksonville High School 1996 — 2000
Fisher Investments January 2015 - Present
Fisher Investments October 2010 - January 2015
Kellogg Company October 2006 - October 2010
Cardinal Health 2004 - 2006
Skills
SAP, Process Improvement, Business Analysis, Business Intelligence, Project Management, ERP, Change Management, Visio, Access, MS Project, Integration, SharePoint, Analysis, SQL, SAP R/3, Requirements Analysis
Education
Argosy University Chicago 2007 — 2009
MBA, Information Systems Management
Arkansas State University 2000 — 2004
Bachelor, Management Information Systems
Jacksonville High School 1996 — 2000
Brent Hurley's Fisher Investments Experience February 2003 - August 2005
Job CoFounder at SayMore; YouTube Founding Team Member
Industry Internet
Experience
SayMoreApp January 2015 - Present
MixBit April 2014 - Present
MixBit November 2011 - January 2015
SV Angel LLC June 2010 - September 2010
YouTube February 2007 - July 2009
YouTube August 2005 - January 2007
Fisher Investments February 2003 - August 2005
Fisher Investments March 2002 - February 2003
PayPal, Inc. June 2000 - September 2000
Skills
Consumer Internet, Fundraising, New Business Development, Product Development, Investments, Angel Investing, Operations, Start-ups, Business Strategy, Venture Capital, Strategic Partnerships, Mergers, Entrepreneurship, Business Development
Education
Harvard Business School 2009 — 2011
MBA
Albright College 1997 — 2001
BS, Finance/Philosophy
SayMoreApp January 2015 - Present
MixBit April 2014 - Present
MixBit November 2011 - January 2015
SV Angel LLC June 2010 - September 2010
YouTube February 2007 - July 2009
YouTube August 2005 - January 2007
Fisher Investments February 2003 - August 2005
Fisher Investments March 2002 - February 2003
PayPal, Inc. June 2000 - September 2000
Skills
Consumer Internet, Fundraising, New Business Development, Product Development, Investments, Angel Investing, Operations, Start-ups, Business Strategy, Venture Capital, Strategic Partnerships, Mergers, Entrepreneurship, Business Development
Education
Harvard Business School 2009 — 2011
MBA
Albright College 1997 — 2001
BS, Finance/Philosophy
Allison (Witter) Frey's Fisher Investments Experience November 2007 - Present
Job
Industry Investment Management
Experience
Fisher Investments November 2007 - Present
Dean Witter Foundation January 2014 - Present
Fisher Investments November 2005 - November 2007
Fisher Investments December 2003 - November 2005
Shoptok 1999 - 2000
KPIX - CBS station in SF 1998 - 1999
Internet.com 1998 - 1998
CIO Magazine 1997 - 1998
Antenna Group 1996 - 1997
Skills
Marketing, Project Management, Internet Strategy, Online Advertising, SEO, CRM, Start-ups, Marketing Management, Account Management, User Experience, Public Relations, New Business Development, Product Development, Sales
Education
Boston College 1990 — 1994
BA
Crocker Middle School
Crystal Springs Uplands School
North School
Fisher Investments November 2007 - Present
Dean Witter Foundation January 2014 - Present
Fisher Investments November 2005 - November 2007
Fisher Investments December 2003 - November 2005
Shoptok 1999 - 2000
KPIX - CBS station in SF 1998 - 1999
Internet.com 1998 - 1998
CIO Magazine 1997 - 1998
Antenna Group 1996 - 1997
Skills
Marketing, Project Management, Internet Strategy, Online Advertising, SEO, CRM, Start-ups, Marketing Management, Account Management, User Experience, Public Relations, New Business Development, Product Development, Sales
Education
Boston College 1990 — 1994
BA
Crocker Middle School
Crystal Springs Uplands School
North School
Caleb R. Miller's Fisher Investments Experience October 2009 - July 2010
Job
Industry Financial Services
Experience
CEDA REALTY April 2013 - Present
Wells Fargo Advisors, LLC February 2011 - August 2012
William Davis Realty September 2009 - March 2011
Fisher Investments October 2009 - July 2010
RE/MAX December 2002 - February 2010
Raytheon January 2000 - July 2002
Education
Abilene Christian University 1995 — 1999
Bachelor of Business Adminstration, Finance
CEDA REALTY April 2013 - Present
Wells Fargo Advisors, LLC February 2011 - August 2012
William Davis Realty September 2009 - March 2011
Fisher Investments October 2009 - July 2010
RE/MAX December 2002 - February 2010
Raytheon January 2000 - July 2002
Education
Abilene Christian University 1995 — 1999
Bachelor of Business Adminstration, Finance
Lance Lintner's Fisher Investments Experience 2011 - Present
Job
Industry Financial Services
Experience
Fisher Investments 2011 - Present
Capital Raising Firm February 2009 - November 2010
Shinsei Bank October 2005 - September 2008
Bloomberg LP 1995 - 2005
Shinano Mainichi Shimbun January 1993 - September 1995
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Investments, Asset Managment, Bloomberg, Asset Management, Due Diligence, Equities, Valuation, Securities, Capital Markets, Financial Services, Private Equity, Fixed Income, Investment Management, Equity Research, Financial Risk, Strategy, Financial Modeling, Investment Banking, Financial Analysis, Leadership, Analysis, Derivatives, Options, Finance, Asset Allocation, Risk Management, Investment Advisory, FX Options, Mutual Funds, Investment Strategies
Education
Thunderbird School of Global Management 1991 — 1992
MBA
University of Washington 1988 — 1991
BA
Biola University 1986 — 1988
Fisher Investments 2011 - Present
Capital Raising Firm February 2009 - November 2010
Shinsei Bank October 2005 - September 2008
Bloomberg LP 1995 - 2005
Shinano Mainichi Shimbun January 1993 - September 1995
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Investments, Asset Managment, Bloomberg, Asset Management, Due Diligence, Equities, Valuation, Securities, Capital Markets, Financial Services, Private Equity, Fixed Income, Investment Management, Equity Research, Financial Risk, Strategy, Financial Modeling, Investment Banking, Financial Analysis, Leadership, Analysis, Derivatives, Options, Finance, Asset Allocation, Risk Management, Investment Advisory, FX Options, Mutual Funds, Investment Strategies
Education
Thunderbird School of Global Management 1991 — 1992
MBA
University of Washington 1988 — 1991
BA
Biola University 1986 — 1988
David McVane's Fisher Investments Experience 2000 - 2004
Job Vice President, Senior Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
SEI July 2011 - October 2014
State Street Bank April 2004 - June 2011
Fisher Investments 2000 - 2004
Back Bay Capital 1997 - 2000
Education
Bentley University 1988 — 1990
MBA
Bryant University 1983 — 1985
BS
Fidelity Investments November 2014 - Present
SEI July 2011 - October 2014
State Street Bank April 2004 - June 2011
Fisher Investments 2000 - 2004
Back Bay Capital 1997 - 2000
Education
Bentley University 1988 — 1990
MBA
Bryant University 1983 — 1985
BS
Saied Ezzeddine's Fisher Investments Experience April 2012 - Present
Job V.P. Consultant Relations, Portfolio Specialist
Industry Financial Services
Experience
Fisher Investments April 2012 - Present
Fisher Investments January 2007 - March 2012
Fisher Investments October 2004 - January 2007
Fisher Investments March 2002 - October 2004
Brown Brothers Harriman August 2000 - February 2002
Brown Brothers Harriman September 1999 - August 2000
Brown Brothers Harriman August 1998 - September 1999
Skills
Equities, Investments, Fixed Income, Asset Allocation, Alternative Investments, Investment Strategies, Institutional..., Investment Management, Equity Research, Asset Managment, Portfolio Management, Wealth Management, Financial Modeling, Valuation, Financial Analysis, Economics, Investment Advisory, Strategic Financial..., Capital Markets, Mutual Funds, Securities, Superannuation, Pension Funds, Asset Management, Hedge Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2001
Master's degree, Finance, General
Boston University 1994 — 1998
Bachelor's degree, Psychology
Fisher Investments April 2012 - Present
Fisher Investments January 2007 - March 2012
Fisher Investments October 2004 - January 2007
Fisher Investments March 2002 - October 2004
Brown Brothers Harriman August 2000 - February 2002
Brown Brothers Harriman September 1999 - August 2000
Brown Brothers Harriman August 1998 - September 1999
Skills
Equities, Investments, Fixed Income, Asset Allocation, Alternative Investments, Investment Strategies, Institutional..., Investment Management, Equity Research, Asset Managment, Portfolio Management, Wealth Management, Financial Modeling, Valuation, Financial Analysis, Economics, Investment Advisory, Strategic Financial..., Capital Markets, Mutual Funds, Securities, Superannuation, Pension Funds, Asset Management, Hedge Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2001
Master's degree, Finance, General
Boston University 1994 — 1998
Bachelor's degree, Psychology
Joel Prelog's Fisher Investments Experience July 2001 - Present
Job Sr. VP at Fisher Investments
Industry Financial Services
Experience
Fisher Investments July 2001 - Present
Fisher Investments August 1999 - June 2001
CH Robinson Worldwide August 1997 - August 1999
Education
Arizona State University 1993 — 1998
BS, Finance
Arizona State University, W. P. Carey School of Business 1994 — 1997
Bachelor of Science (BS), Finance
Fisher Investments July 2001 - Present
Fisher Investments August 1999 - June 2001
CH Robinson Worldwide August 1997 - August 1999
Education
Arizona State University 1993 — 1998
BS, Finance
Arizona State University, W. P. Carey School of Business 1994 — 1997
Bachelor of Science (BS), Finance
Benjamin Walunas's Fisher Investments Experience 2015 - Present
Job Investment Counselor at Fisher Investments
Industry Investment Management
Experience
Fisher Investments 2015 - Present
Fisher Investments October 2013 - Present
Fisher Investments January 2012 - October 2013
Fisher Investments March 2010 - January 2012
Fisher Investments August 2008 - March 2010
Parallel Development, LLC December 2007 - August 2008
Skills
Investments, Spanish, Microsoft Office, InDesign, Illustrator, Logistics Management, International Logistics
Education
Brigham Young University 2001 — 2007
Bachelor of Applied Science (BASc), Geography
Fisher Investments 2015 - Present
Fisher Investments October 2013 - Present
Fisher Investments January 2012 - October 2013
Fisher Investments March 2010 - January 2012
Fisher Investments August 2008 - March 2010
Parallel Development, LLC December 2007 - August 2008
Skills
Investments, Spanish, Microsoft Office, InDesign, Illustrator, Logistics Management, International Logistics
Education
Brigham Young University 2001 — 2007
Bachelor of Applied Science (BASc), Geography
Anthony Vacanti's Fisher Investments Experience 2015 - Present
Job Group Vice President of Systems and Data Analytics
Industry Financial Services
Experience
Fisher Investments 2015 - Present
Fisher Investments December 2013 - August 2015
Fisher Investments January 2012 - December 2013
Fisher Investments April 2010 - January 2012
Fisher Investments October 2008 - April 2010
Fisher Investments February 2007 - October 2008
Fisher Investments June 2005 - February 2007
Baylor University 2003 - 2005
Morgan Stanley Smith Barney May 2002 - August 2003
Morgan Stanley Smith Barney September 2000 - May 2002
Skills
New Business Development, Business Development, Business Strategy, Sales Strategy, Sales Management, Sales Operations, Business Analysis, Client Services, Alternative Investments, Strategic M&A, Entrepreneurship, Investments, Wealth Management, Series 65, Asset Allocation, Investment Advisory, Portfolio Management, Asset Management, Equities, Investment Strategies, Sports Medicine, Sports Nutrition, Restaurants, Cooking, Pasta, Pizza
Education
Baylor University 2003 — 2005
Master of Science (M.S.), Physiology, General
Creighton University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Fisher Investments 2015 - Present
Fisher Investments December 2013 - August 2015
Fisher Investments January 2012 - December 2013
Fisher Investments April 2010 - January 2012
Fisher Investments October 2008 - April 2010
Fisher Investments February 2007 - October 2008
Fisher Investments June 2005 - February 2007
Baylor University 2003 - 2005
Morgan Stanley Smith Barney May 2002 - August 2003
Morgan Stanley Smith Barney September 2000 - May 2002
Skills
New Business Development, Business Development, Business Strategy, Sales Strategy, Sales Management, Sales Operations, Business Analysis, Client Services, Alternative Investments, Strategic M&A, Entrepreneurship, Investments, Wealth Management, Series 65, Asset Allocation, Investment Advisory, Portfolio Management, Asset Management, Equities, Investment Strategies, Sports Medicine, Sports Nutrition, Restaurants, Cooking, Pasta, Pizza
Education
Baylor University 2003 — 2005
Master of Science (M.S.), Physiology, General
Creighton University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Vic Baskerville's Fisher Investments Experience August 2003 - March 2004
Job Attorney at Self Employed
Industry Financial Services
Experience
Calvert Capital AttorneySelf EmployedOctober 2004 - Present
Fisher Investments August 2003 - March 2004
Education
Cumberland School of Law 1977 — 1980
J.D., Law
Auburn University 1973 — 1977
BA, History
Calvert Capital AttorneySelf EmployedOctober 2004 - Present
Fisher Investments August 2003 - March 2004
Education
Cumberland School of Law 1977 — 1980
J.D., Law
Auburn University 1973 — 1977
BA, History
Brett Garber's Fisher Investments Experience June 2010 - April 2012
Job Advisory Senior at Ernst & Young
Industry Investment Management
Experience
EY April 2014 - Present
Ernst & Young April 2012 - April 2014
Fisher Investments June 2010 - April 2012
Accume Partners July 2008 - March 2009
Deloitte & Touche, LLP August 2007 - May 2008
Boston College September 2003 - May 2007
JPMorgan Real Estate June 2006 - August 2006
United Rentals May 2005 - August 2005
Skills
Financial Modeling, Banking, Finance, Financial Analysis, Due Diligence, Internal Controls, Financial Risk, Accounting, Managerial Finance, Analysis, Financial Services, Structured Finance, Internal Audit, Financial Reporting, Microsoft Excel, Corporate Finance
Education
Boston College 2003 — 2007
Bachelor of Science, Finance
Copenhagen Business School 2005 — 2005
EY April 2014 - Present
Ernst & Young April 2012 - April 2014
Fisher Investments June 2010 - April 2012
Accume Partners July 2008 - March 2009
Deloitte & Touche, LLP August 2007 - May 2008
Boston College September 2003 - May 2007
JPMorgan Real Estate June 2006 - August 2006
United Rentals May 2005 - August 2005
Skills
Financial Modeling, Banking, Finance, Financial Analysis, Due Diligence, Internal Controls, Financial Risk, Accounting, Managerial Finance, Analysis, Financial Services, Structured Finance, Internal Audit, Financial Reporting, Microsoft Excel, Corporate Finance
Education
Boston College 2003 — 2007
Bachelor of Science, Finance
Copenhagen Business School 2005 — 2005
Austin Fife's Fisher Investments Experience December 2014 - Present
Job Wealth Builder Account Executive at Fisher Investments
Industry Financial Services
Experience
Fisher Investments December 2014 - Present
TruForce Pest Control November 2012 - November 2014
LINX Satellite, Inc. September 2011 - November 2012
LINX Satellite, Inc. November 2008 - September 2011
Intellipass August 2001 - August 2005
Skills
Direct Sales, Sales Management, Sales, Recruiting, Microsoft Office, Microsoft Excel, Management, Leadership, Business Development, Sales Presentations, Social Media, Small Business, Customer Service, Marketing, Account Management, Training, Cold Calling, Public Speaking, Interviews, Sales Operations, Networking, Start-ups, New Business Development, Team Leadership, Social Media Marketing, Salesforce.com, Social Networking, Selling, Budgets, Team Building, Event Planning, Customer Satisfaction, Market Research, Business Strategy, Public Relations, Advertising, Sales Process, B2B, Customer Retention, Insurance, Strategic Planning, Spanish, CRM, Marketing Strategy, Selling Skills
Education
Brigham Young University 2005 — 2011
Bachelor's degree, Political Science, 3.64
Green River Community College 2003 — 2005
AA, Political Science, 3.77
Fisher Investments December 2014 - Present
TruForce Pest Control November 2012 - November 2014
LINX Satellite, Inc. September 2011 - November 2012
LINX Satellite, Inc. November 2008 - September 2011
Intellipass August 2001 - August 2005
Skills
Direct Sales, Sales Management, Sales, Recruiting, Microsoft Office, Microsoft Excel, Management, Leadership, Business Development, Sales Presentations, Social Media, Small Business, Customer Service, Marketing, Account Management, Training, Cold Calling, Public Speaking, Interviews, Sales Operations, Networking, Start-ups, New Business Development, Team Leadership, Social Media Marketing, Salesforce.com, Social Networking, Selling, Budgets, Team Building, Event Planning, Customer Satisfaction, Market Research, Business Strategy, Public Relations, Advertising, Sales Process, B2B, Customer Retention, Insurance, Strategic Planning, Spanish, CRM, Marketing Strategy, Selling Skills
Education
Brigham Young University 2005 — 2011
Bachelor's degree, Political Science, 3.64
Green River Community College 2003 — 2005
AA, Political Science, 3.77
Cory W. Forbes's Fisher Investments Experience June 2014 - Present
Job Portfolio Evaluation Analyst at Fisher Investments
Industry Investment Management
Experience
Fisher Investments June 2014 - Present
Fisher Investments March 2011 - June 2014
Fisher Investments May 2010 - March 2011
Auriga USA, LLC 2009 - 2010
JBNJ Management, Inc. 2008 - 2010
ICAP 2006 - 2008
Education
Universidad Complutense de Madrid 2002 — 2002
Spanish Language and History
Shippensburg University of Pennsylvania 1998 — 2002
Bachelor of Science, Business Administration (B.S.B.A.), International Management
Shippensburg University of Pennsylvania 1998 — 2002
Bachelor of Arts (B.A.), Spanish
Aarhus Universitet 2000 — 2001
(Aarhus School of Business), International Business
Fisher Investments June 2014 - Present
Fisher Investments March 2011 - June 2014
Fisher Investments May 2010 - March 2011
Auriga USA, LLC 2009 - 2010
JBNJ Management, Inc. 2008 - 2010
ICAP 2006 - 2008
Education
Universidad Complutense de Madrid 2002 — 2002
Spanish Language and History
Shippensburg University of Pennsylvania 1998 — 2002
Bachelor of Science, Business Administration (B.S.B.A.), International Management
Shippensburg University of Pennsylvania 1998 — 2002
Bachelor of Arts (B.A.), Spanish
Aarhus Universitet 2000 — 2001
(Aarhus School of Business), International Business
Tyler Campbell, CIMA®'s Fisher Investments Experience September 2002 - September 2005
Job Vice President, Investment Management Consultant at BlackRock
Industry Financial Services
Experience
BlackRock January 2014 - Present
BlackRock May 2011 - December 2013
SunTrust Robinson Humphrey February 2011 - April 2011
SunTrust Robinson Humphrey July 2010 - February 2011
SunTrust Robinson Humphrey June 2009 - June 2010
SunTrust Robinson Humphrey June 2008 - June 2009
SunTrust Bank June 2006 - June 2008
Crown Castle International September 2005 - June 2006
Fisher Investments September 2002 - September 2005
GE Capital January 2001 - September 2002
Skills
Investment Banking, Leveraged Finance, Series 7, Loans, Equities, Financial Modeling, Asset Management, Investments, Capital Markets, Fixed Income, Hedge Funds, Alternative Investments, Portfolio Management, Bloomberg, Valuation, ETFs, Corporate Finance, LBO, Private Equity, Mutual Funds, Bloomberg Terminal, Credit Analysis, High Net Worth..., Series 63, Series 65
Education
Auburn University 1996 — 2000
Business, Finance
BlackRock January 2014 - Present
BlackRock May 2011 - December 2013
SunTrust Robinson Humphrey February 2011 - April 2011
SunTrust Robinson Humphrey July 2010 - February 2011
SunTrust Robinson Humphrey June 2009 - June 2010
SunTrust Robinson Humphrey June 2008 - June 2009
SunTrust Bank June 2006 - June 2008
Crown Castle International September 2005 - June 2006
Fisher Investments September 2002 - September 2005
GE Capital January 2001 - September 2002
Skills
Investment Banking, Leveraged Finance, Series 7, Loans, Equities, Financial Modeling, Asset Management, Investments, Capital Markets, Fixed Income, Hedge Funds, Alternative Investments, Portfolio Management, Bloomberg, Valuation, ETFs, Corporate Finance, LBO, Private Equity, Mutual Funds, Bloomberg Terminal, Credit Analysis, High Net Worth..., Series 63, Series 65
Education
Auburn University 1996 — 2000
Business, Finance
Michael Bellody's Fisher Investments Experience February 2001 - Present
Job Vice President at Fisher Investments
Industry Investment Management
Experience
Fisher Investments February 2001 - Present
Mellon Financial August 2000 - February 2001
Merrill Lynch November 1998 - August 2000
Prudential Securities July 1996 - November 1998
Prudential Financial 1994 - 1996
Skills
Asset Allocation, Asset Management, Portfolio Management, Investments, Wealth Management, Financial Planning, Fixed Income, Equities, Securities, Retirement Planning, Investment Advisory, 401k, Mutual Funds, Bonds, Alternative Investments, Asset Managment, Investment Strategies, Investment Management, Series 65, Financial Services
Education
Bentley University 1990 — 1994
BA, Economics
South Catholic High School 1986 — 1990
Fisher Investments February 2001 - Present
Mellon Financial August 2000 - February 2001
Merrill Lynch November 1998 - August 2000
Prudential Securities July 1996 - November 1998
Prudential Financial 1994 - 1996
Skills
Asset Allocation, Asset Management, Portfolio Management, Investments, Wealth Management, Financial Planning, Fixed Income, Equities, Securities, Retirement Planning, Investment Advisory, 401k, Mutual Funds, Bonds, Alternative Investments, Asset Managment, Investment Strategies, Investment Management, Series 65, Financial Services
Education
Bentley University 1990 — 1994
BA, Economics
South Catholic High School 1986 — 1990
James Moore, AAMS®, CMFC®'s Fisher Investments Experience October 2011 - July 2014
Job
Industry Financial Services
Experience
GuideStone Financial Resources August 2014 - Present
Fisher Investments October 2011 - July 2014
IMI Consulting May 2011 - October 2011
G.E. Aviation March 2007 - March 2008
Russell Investments March 2001 - March 2007
Russell Investments November 1999 - March 2001
Russell Investments November 1998 - November 1999
Russell Investments November 1997 - November 1998
Skills
Investment Management, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Financial Services, Equities, Investment Advisory, Wealth Management, Project Management, Fund Accounting, Alternative Investments, Investment Strategies, Securities, Asset Management, Fixed Income, ETFs, Hedge Funds, Contract Negotiation, Asset Managment, Client Facing Skills, Client Development, Institutional..., Client Relations Skills, Investment Company Act, Investment Advisor..., Global Regulatory...
Education
College for Financial Planning 2011 — 2011
CMFC®
College for Financial Planning 2010 — 2011
AAMS®
Arizona State University - W. P. Carey School of Business
B.S.
Dimond High
GuideStone Financial Resources August 2014 - Present
Fisher Investments October 2011 - July 2014
IMI Consulting May 2011 - October 2011
G.E. Aviation March 2007 - March 2008
Russell Investments March 2001 - March 2007
Russell Investments November 1999 - March 2001
Russell Investments November 1998 - November 1999
Russell Investments November 1997 - November 1998
Skills
Investment Management, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Financial Services, Equities, Investment Advisory, Wealth Management, Project Management, Fund Accounting, Alternative Investments, Investment Strategies, Securities, Asset Management, Fixed Income, ETFs, Hedge Funds, Contract Negotiation, Asset Managment, Client Facing Skills, Client Development, Institutional..., Client Relations Skills, Investment Company Act, Investment Advisor..., Global Regulatory...
Education
College for Financial Planning 2011 — 2011
CMFC®
College for Financial Planning 2010 — 2011
AAMS®
Arizona State University - W. P. Carey School of Business
B.S.
Dimond High
Jeani Fink's Fisher Investments Experience January 2005 - March 2007
Job Founder at Compass Rose Acupuncture and Holistic Healthcare, Inc.
Industry Alternative Medicine
Experience
Compass Rose Acupuncture and Holistic Healthcare, Inc. January 2014 - Present
Capital Group June 2008 - March 2009
Sports Basement October 2007 - June 2008
Fisher Investments January 2005 - March 2007
Fisher Investments January 2004 - March 2007
Fisher Investments October 2002 - January 2004
Education
American College of Traditional Chinese Medicine 2009 — 2013
Masters, Traditional Chinese Medicine
Santa Clara University 1997 — 2001
Business, Focus in Marketing
Bond University 1999 — 2000
BS, Business
Compass Rose Acupuncture and Holistic Healthcare, Inc. January 2014 - Present
Capital Group June 2008 - March 2009
Sports Basement October 2007 - June 2008
Fisher Investments January 2005 - March 2007
Fisher Investments January 2004 - March 2007
Fisher Investments October 2002 - January 2004
Education
American College of Traditional Chinese Medicine 2009 — 2013
Masters, Traditional Chinese Medicine
Santa Clara University 1997 — 2001
Business, Focus in Marketing
Bond University 1999 — 2000
BS, Business
Samantha (Siegel) Abato's Fisher Investments Experience February 2011 - February 2012
Job Corporate Recruiting Manager at SevOne Inc
Industry Computer Software
Experience
SevOne Inc March 2015 - Present
SevOne Inc January 2014 - February 2015
SevOne Inc December 2012 - January 2014
Fisher Investments February 2011 - February 2012
Fisher Investments February 2010 - February 2011
Integrated Concepts, Inc. October 2007 - December 2009
Worldwide Acquisitions, Inc November 2006 - October 2007
Skills
Full-cycle Recruiting, Direct Sales, Human Relations, Recruiting, Sales, Direct Marketing, Interviews, Human Resources, Cold Calling, Building Relationships, Applicant Tracking..., Training, Leadership, Sales Presentations, Social Networking, Account Management, People Skills, iCIMS, Talent Acquisition, College Recruiting, Corporate Recruiting, Salesforce.com, Customer Service, Technical Recruiting, Internet Recruiting
Education
Boston University 2002 — 2006
B.A., Psychology, cum laude
SevOne Inc March 2015 - Present
SevOne Inc January 2014 - February 2015
SevOne Inc December 2012 - January 2014
Fisher Investments February 2011 - February 2012
Fisher Investments February 2010 - February 2011
Integrated Concepts, Inc. October 2007 - December 2009
Worldwide Acquisitions, Inc November 2006 - October 2007
Skills
Full-cycle Recruiting, Direct Sales, Human Relations, Recruiting, Sales, Direct Marketing, Interviews, Human Resources, Cold Calling, Building Relationships, Applicant Tracking..., Training, Leadership, Sales Presentations, Social Networking, Account Management, People Skills, iCIMS, Talent Acquisition, College Recruiting, Corporate Recruiting, Salesforce.com, Customer Service, Technical Recruiting, Internet Recruiting
Education
Boston University 2002 — 2006
B.A., Psychology, cum laude
Meagan Gavin's Fisher Investments Experience April 2014 - Present
Job Investment Counselor
Industry Financial Services
Experience
Fisher Investments April 2014 - Present
Fidelity Capital Markets June 2012 - April 2014
UBS Securities Co., Ltd July 2010 - May 2012
Boston Scientific May 2009 - November 2009
Tully and Holland December 2008 - April 2009
Comcast May 2008 - July 2008
Comcast May 2008 - July 2008
Education
Babson College 2006 — 2010
B.S. in Business Management, Finance, Entrepreneurship
UNSW Australia
Fisher Investments April 2014 - Present
Fidelity Capital Markets June 2012 - April 2014
UBS Securities Co., Ltd July 2010 - May 2012
Boston Scientific May 2009 - November 2009
Tully and Holland December 2008 - April 2009
Comcast May 2008 - July 2008
Comcast May 2008 - July 2008
Education
Babson College 2006 — 2010
B.S. in Business Management, Finance, Entrepreneurship
UNSW Australia
Prabhu Tulasidas's Fisher Investments Experience 2008 - 2011
Job Technical Manager at Kaiser Permanente IT
Industry Information Technology and Services
Experience
Kaiser Permanente IT April 2012 - Present
Fisher Investments 2008 - 2011
Mills Peninsula Medical Group January 2007 - May 2008
Education
M S Ramaiah Institute Of Technology 1991 — 1995
BS, Computer Science
St. Thomas High School
St. Thomas High School
Kaiser Permanente IT April 2012 - Present
Fisher Investments 2008 - 2011
Mills Peninsula Medical Group January 2007 - May 2008
Education
M S Ramaiah Institute Of Technology 1991 — 1995
BS, Computer Science
St. Thomas High School
St. Thomas High School
Alan Niese's Fisher Investments Experience 2002 - Present
Job Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments 2002 - Present
Skills
Portfolio Management, Investments, Equities, Fixed Income, Asset Managment, Wealth Management, Asset Allocation, Capital Markets, Securities, Financial Analysis, Strategic Financial..., Financial Services, Retirement Planning, Bonds
Education
Bowling Green State University
Bachelor of Science (BS), Finance
Fisher Investments 2002 - Present
Skills
Portfolio Management, Investments, Equities, Fixed Income, Asset Managment, Wealth Management, Asset Allocation, Capital Markets, Securities, Financial Analysis, Strategic Financial..., Financial Services, Retirement Planning, Bonds
Education
Bowling Green State University
Bachelor of Science (BS), Finance
Jerry Sun's Fisher Investments Experience January 2006 - June 2008
Job Beta Strategy at BlackRock
Industry Financial Services
Alden Robertson's Fisher Investments Experience April 2012 - Present
Job Client Operations
Industry Financial Services
Experience
Fisher Investments April 2012 - Present
Fisher Investments August 2011 - April 2012
Brigham Young University April 2007 - April 2011
4 Precision Marketing 2008 - 2008
Skills
Stata, Spanish
Education
Brigham Young University 2007 — 2011
Bachelor of Arts, Economics
Fisher Investments April 2012 - Present
Fisher Investments August 2011 - April 2012
Brigham Young University April 2007 - April 2011
4 Precision Marketing 2008 - 2008
Skills
Stata, Spanish
Education
Brigham Young University 2007 — 2011
Bachelor of Arts, Economics
Ann Worley's Fisher Investments Experience September 1999 - July 2000
Job
Industry Fund-Raising
Experience
American Institute for Cancer Research October 2000 - Present
Fisher Investments September 1999 - July 2000
First Union National Bank October 1992 - September 1999
Bank of America April 1985 - October 1992
PNC September 1981 - April 1985
Skills
Planned Giving, Stewardship, Annual Giving, Endowments, Gifts, Estate Planning, Fundraising, Charities, Asset Management, Donor Relations, Public Speaking, Individual Giving, Writing, Non-profits, Philanthropy, Nonprofits, Non-profit..., Grant Writing, Program Development, Board Development, Prospect Research, Alumni Relations, Grants, Investment Management, Fundraisers, Capital Campaigns, Major Gift Development, Newsletters, Annual Fund
Education
Baldwin Wallace University 1971 — 1975
BS, Sociology/Psychology
North Allegheny High School 1969 — 1971
American Institute for Cancer Research October 2000 - Present
Fisher Investments September 1999 - July 2000
First Union National Bank October 1992 - September 1999
Bank of America April 1985 - October 1992
PNC September 1981 - April 1985
Skills
Planned Giving, Stewardship, Annual Giving, Endowments, Gifts, Estate Planning, Fundraising, Charities, Asset Management, Donor Relations, Public Speaking, Individual Giving, Writing, Non-profits, Philanthropy, Nonprofits, Non-profit..., Grant Writing, Program Development, Board Development, Prospect Research, Alumni Relations, Grants, Investment Management, Fundraisers, Capital Campaigns, Major Gift Development, Newsletters, Annual Fund
Education
Baldwin Wallace University 1971 — 1975
BS, Sociology/Psychology
North Allegheny High School 1969 — 1971
Geoff Tam-Scott, Sr Product Marketing Manager for TUNE's Fisher Investments Experience October 2007 - June 2009
Job Senior Product Marketing Manager at TUNE
Industry Marketing and Advertising
Experience
TUNE June 2015 - Present
Skype and Xbox Advertising (Microsoft) January 2014 - June 2015
NBC News April 2011 - December 2013
Microsoft March 2010 - March 2011
Fisher Investments October 2007 - June 2009
Fisher Investments October 2006 - September 2007
Skills
Product Management, Mobile Marketing, Digital Marketing, Product Marketing, Project Management, Online Advertising, Marketing Strategy, Consumer Marketing, Strategic Partnerships, Product Evangelism, Sales Enablement, Yield Management, People Skills, Analytics, Lead Generation, Direct Sales, Account Management, SEM, SEO, Program Management, Manage Client..., MSN AdCenter, Google Analytics, Omniture, Tableau, Microsoft Excel, PowerPoint, A/B testing, Landing Page..., Online Campaign..., Media Planning, Operations Management, Monetization, Mobile Advertising
Education
Amherst College 2000 — 2004
Bachelor of Arts (B.A.), Psychology
TUNE June 2015 - Present
Skype and Xbox Advertising (Microsoft) January 2014 - June 2015
NBC News April 2011 - December 2013
Microsoft March 2010 - March 2011
Fisher Investments October 2007 - June 2009
Fisher Investments October 2006 - September 2007
Skills
Product Management, Mobile Marketing, Digital Marketing, Product Marketing, Project Management, Online Advertising, Marketing Strategy, Consumer Marketing, Strategic Partnerships, Product Evangelism, Sales Enablement, Yield Management, People Skills, Analytics, Lead Generation, Direct Sales, Account Management, SEM, SEO, Program Management, Manage Client..., MSN AdCenter, Google Analytics, Omniture, Tableau, Microsoft Excel, PowerPoint, A/B testing, Landing Page..., Online Campaign..., Media Planning, Operations Management, Monetization, Mobile Advertising
Education
Amherst College 2000 — 2004
Bachelor of Arts (B.A.), Psychology
Tim Sanger's Fisher Investments Experience March 2003 - November 2009
Job Implementation Manager at BlackRock
Industry Financial Services
Experience
BlackRock October 2014 - Present
Victoria 1522 Investments January 2011 - October 2014
Fisher Investments March 2003 - November 2009
Montgomery Asset Management September 2000 - March 2003
Skills
Finance, Risk Management, Equities, Trading, Strategy, Management, Financial Services, Investments
Education
State University of New York College at Brockport 1991 — 1993
Bachelor's degree, Business Administration and Management, General
Alfred State College - SUNY College of Technology 1989 — 1991
Associate's degree, Business Administration and Management, General
BlackRock October 2014 - Present
Victoria 1522 Investments January 2011 - October 2014
Fisher Investments March 2003 - November 2009
Montgomery Asset Management September 2000 - March 2003
Skills
Finance, Risk Management, Equities, Trading, Strategy, Management, Financial Services, Investments
Education
State University of New York College at Brockport 1991 — 1993
Bachelor's degree, Business Administration and Management, General
Alfred State College - SUNY College of Technology 1989 — 1991
Associate's degree, Business Administration and Management, General
Ryan Caswell's Fisher Investments Experience June 2014 - Present
Job
Industry
Experience
Fisher Investments June 2014 - Present
Education
Auburn University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Auburn University 2009 — 2014
Bachelor of Business Administration (BBA), Management
Fisher Investments June 2014 - Present
Education
Auburn University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Auburn University 2009 — 2014
Bachelor of Business Administration (BBA), Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY