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.
Fisher Investments Salaries. You can even request information on how much does Fisher Investments pay if you want to. Learn about salaries, pros and cons of working for Fisher Investments directly from the past employees.
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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
Max Kaplan Max Kaplan's Fisher Investments Experience August 2015 - Present
Job Client Services Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2015 - Present
Carmen Group May 2014 - August 2014
Comcast SportsNet Bay Area January 2014 - May 2014
AIPAC June 2012 - August 2012
Skills
Research, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Salesforce Training, Public Speaking, Marketing Event Planning, Legislative Research, PowerPoint, Social Networking, Event Planning, Leadership, Social Media Marketing, Community Outreach
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (B.S.), Political Economy
Fisher Investments August 2015 - Present
Carmen Group May 2014 - August 2014
Comcast SportsNet Bay Area January 2014 - May 2014
AIPAC June 2012 - August 2012
Skills
Research, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Salesforce Training, Public Speaking, Marketing Event Planning, Legislative Research, PowerPoint, Social Networking, Event Planning, Leadership, Social Media Marketing, Community Outreach
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (B.S.), Political Economy
Robert D. Falconer Robert D. Falconer's Fisher Investments Experience June 2014 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2014 - Present
Golub Group, LLC June 2013 - June 2014
Fisher Investments July 2011 - May 2013
First Republic Bank June 2010 - May 2011
Morningstar June 2009 - July 2009
Asyst Technologies May 2008 - May 2008
Golub Group, LLC June 2007 - June 2007
Skills
Economics, Business Development, Analysis, Financial Analysis, Investments, Market Research, Leadership, Portfolio Management, Data Analysis, Banking, Microsoft Excel, Business Strategy, PowerPoint, Microsoft Office, Analytics, Strategy, Finance, Research, Microsoft Word
Education
University of California, Berkeley 2007 — 2011
B.A., Economics
Los Altos High School 2004 — 2007
Diploma
Fisher Investments June 2014 - Present
Golub Group, LLC June 2013 - June 2014
Fisher Investments July 2011 - May 2013
First Republic Bank June 2010 - May 2011
Morningstar June 2009 - July 2009
Asyst Technologies May 2008 - May 2008
Golub Group, LLC June 2007 - June 2007
Skills
Economics, Business Development, Analysis, Financial Analysis, Investments, Market Research, Leadership, Portfolio Management, Data Analysis, Banking, Microsoft Excel, Business Strategy, PowerPoint, Microsoft Office, Analytics, Strategy, Finance, Research, Microsoft Word
Education
University of California, Berkeley 2007 — 2011
B.A., Economics
Los Altos High School 2004 — 2007
Diploma
Christina Khosrowabadi Christina Khosrowabadi's Fisher Investments Experience July 2013 - July 2014
Job Real Estate Broker Manager at Realty ONE Group
Industry Real Estate
Experience
Realty ONE Group January 2005 - Present
Fisher Investments July 2013 - July 2014
S&T Properties 2005 - 2014
Fisher Investments June 2011 - July 2013
Skills
Real Estate, Customer Service, Sales, Marketing, Financial Analysis, Selling, Management, Marketing Strategy, Negotiation, Investments, Recruiting, Bay Area Real Estate, Sellers, Buyers, First Time Home Buyers
Education
UC Berkeley 2008 — 2011
Bachelor of Arts (B.A.), Economics
Valley Christian High School 2003 — 2007
High School
Realty ONE Group January 2005 - Present
Fisher Investments July 2013 - July 2014
S&T Properties 2005 - 2014
Fisher Investments June 2011 - July 2013
Skills
Real Estate, Customer Service, Sales, Marketing, Financial Analysis, Selling, Management, Marketing Strategy, Negotiation, Investments, Recruiting, Bay Area Real Estate, Sellers, Buyers, First Time Home Buyers
Education
UC Berkeley 2008 — 2011
Bachelor of Arts (B.A.), Economics
Valley Christian High School 2003 — 2007
High School
Dennis Wee Dennis Wee's Fisher Investments Experience September 2006 - January 2008
Job Portfolio Manager
Industry Investment Management
Experience
Westmount Asset Management July 2012 - Present
Westmount Asset Management February 2008 - July 2012
Fisher Investments September 2006 - January 2008
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
Business Administration / Finance
Westmount Asset Management July 2012 - Present
Westmount Asset Management February 2008 - July 2012
Fisher Investments September 2006 - January 2008
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
Business Administration / Finance
Brian Shiller's Fisher Investments Experience September 2007 - April 2009
Job Enterprise Sales for the Oracle Marketing Cloud
Industry Internet
Experience
Oracle Marketing Cloud May 2014 - Present
Oracle April 2014 - Present
Responsys July 2013 - Present
Responsys March 2012 - Present
iCiX April 2009 - March 2012
Fisher Investments September 2007 - April 2009
Skills
Salesforce.com, Direct Sales, Qualifying Prospects, Sales Management, Lead Generation, Sales Process, Sales, SaaS, Social Media Marketing, Leadership, Marketing, Program Management, Solution Selling, CRM, Mobile Devices
Education
Burlingame High School
University of California, Davis
BA, Political Science, Communications
Oracle Marketing Cloud May 2014 - Present
Oracle April 2014 - Present
Responsys July 2013 - Present
Responsys March 2012 - Present
iCiX April 2009 - March 2012
Fisher Investments September 2007 - April 2009
Skills
Salesforce.com, Direct Sales, Qualifying Prospects, Sales Management, Lead Generation, Sales Process, Sales, SaaS, Social Media Marketing, Leadership, Marketing, Program Management, Solution Selling, CRM, Mobile Devices
Education
Burlingame High School
University of California, Davis
BA, Political Science, Communications
Ryan Han Liu's Fisher Investments Experience August 2014 - Present
Job Associateat Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2014 - Present
Fisher Investments August 2012 - September 2014
CalPERS March 2010 - June 2010
Morgan Stanley Wealth Management January 2010 - March 2010
PwC July 2009 - September 2009
Skills
Financial Modeling, Financial Analysis, Auditing, Corporate Finance, Microsoft Excel, Asset Management, Asset Allocation, Analysis, Bloomberg Terminal, Equities, Capital Markets, Securities
Education
University of California, Davis 2007 — 2011
Bachelor of Science (BS), Managerial Economics
Mission San Jose High School 2003 — 2007
Fisher Investments August 2014 - Present
Fisher Investments August 2012 - September 2014
CalPERS March 2010 - June 2010
Morgan Stanley Wealth Management January 2010 - March 2010
PwC July 2009 - September 2009
Skills
Financial Modeling, Financial Analysis, Auditing, Corporate Finance, Microsoft Excel, Asset Management, Asset Allocation, Analysis, Bloomberg Terminal, Equities, Capital Markets, Securities
Education
University of California, Davis 2007 — 2011
Bachelor of Science (BS), Managerial Economics
Mission San Jose High School 2003 — 2007
Jason Belsky Jason Belsky's Fisher Investments Experience January 2007 - December 2011
Job Category Manager, Global Strategic Sourcing at Amgen
Industry Management Consulting
Experience
Amgen July 2015 - Present
USC Marshall School of Business July 2013 - May 2015
Amgen 2014 - 2014
Measuring Success, LLC June 2011 - June 2013
Fisher Investments January 2007 - December 2011
Fisher Investments July 2007 - June 2008
Imeriti May 2005 - August 2005
Skills
Sales, Strategic Planning, Analytics, Capital Markets, Management, Product Management, Strategy, Cross-functional Team..., Investments, Marketing, Portfolio Management, Analysis, Market Research, Business Strategy, Project Management, Leadership, Financial Analysis, Economics
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
· Exchange Abroad Program in Leeds Business School, Leeds 2005 — 2006
University of California, Berkeley 2003 — 2006
BA, Economics
Amgen July 2015 - Present
USC Marshall School of Business July 2013 - May 2015
Amgen 2014 - 2014
Measuring Success, LLC June 2011 - June 2013
Fisher Investments January 2007 - December 2011
Fisher Investments July 2007 - June 2008
Imeriti May 2005 - August 2005
Skills
Sales, Strategic Planning, Analytics, Capital Markets, Management, Product Management, Strategy, Cross-functional Team..., Investments, Marketing, Portfolio Management, Analysis, Market Research, Business Strategy, Project Management, Leadership, Financial Analysis, Economics
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
· Exchange Abroad Program in Leeds Business School, Leeds 2005 — 2006
University of California, Berkeley 2003 — 2006
BA, Economics
Myke (Dieu) Tran Myke (Dieu) Tran's Fisher Investments Experience June 2013 - August 2013
Job Valuation Experienced Associate at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP September 2014 - Present
Real Estate Investment Property September 2008 - Present
Morpheus Capital August 2013 - December 2013
Fisher Investments June 2013 - August 2013
Glidewell Dental Lab March 2004 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, Event Planning, Finance, Accounting, Financial Modeling, Social Media, English, Team Leadership, Windows, Management
Education
UC Berkeley Haas School of Business 2012 — 2014
B.Sc., Business Administration, GPA 3.81
Grant Thornton LLP September 2014 - Present
Real Estate Investment Property September 2008 - Present
Morpheus Capital August 2013 - December 2013
Fisher Investments June 2013 - August 2013
Glidewell Dental Lab March 2004 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, Event Planning, Finance, Accounting, Financial Modeling, Social Media, English, Team Leadership, Windows, Management
Education
UC Berkeley Haas School of Business 2012 — 2014
B.Sc., Business Administration, GPA 3.81
Pamudh Kariyawasam Pamudh Kariyawasam's Fisher Investments Experience December 2014 - June 2015
Job 1L, Berkeley Law School
Industry Law Practice
Experience
Fisher Investments December 2014 - June 2015
The Princeton Review April 2011 - December 2014
Fisher Investments June 2013 - November 2014
Venture Strategy Solutions December 2012 - May 2013
Venture Strategy Solutions August 2012 - December 2012
Law Office of Peter F. Goldscheider June 2008 - November 2012
UC Berkeley October 2011 - May 2012
Spotflag, Inc. May 2011 - November 2011
University of California, Berkeley January 2011 - April 2011
Skills
Public Speaking, Community Outreach, Event Planning, Persuasive Writing, Team Leadership, Marketing Strategy, Marketing Communications, Motivational Speaking, Marketing, Management, Research
Education
University of California, Berkeley - School of Law 2015 — 2018
University of California, Berkeley 2010 — 2013
B.A. Psychology, with Highest Honors, Thesis in Intergroup Discrimination
Fisher Investments December 2014 - June 2015
The Princeton Review April 2011 - December 2014
Fisher Investments June 2013 - November 2014
Venture Strategy Solutions December 2012 - May 2013
Venture Strategy Solutions August 2012 - December 2012
Law Office of Peter F. Goldscheider June 2008 - November 2012
UC Berkeley October 2011 - May 2012
Spotflag, Inc. May 2011 - November 2011
University of California, Berkeley January 2011 - April 2011
Skills
Public Speaking, Community Outreach, Event Planning, Persuasive Writing, Team Leadership, Marketing Strategy, Marketing Communications, Motivational Speaking, Marketing, Management, Research
Education
University of California, Berkeley - School of Law 2015 — 2018
University of California, Berkeley 2010 — 2013
B.A. Psychology, with Highest Honors, Thesis in Intergroup Discrimination
Margery Hollister Margery Hollister's Fisher Investments Experience August 2011 - April 2013
Job VP Client Service at Churchill Management Group
Industry Financial Services
Experience
Churchill Management Group April 2013 - Present
Fisher Investments August 2011 - April 2013
Fisher Investments November 2003 - September 2011
Morgan Stanley March 2000 - April 2003
Skills
Management, New Business Development, Vendor Management, Risk Management, Business Development, Business Strategy, Business Analysis, CRM, Process Improvement, Strategic Planning, Account Management, Management Consulting, Team Leadership, Budgets, Team Building, Negotiation, Change Management, Project Management, Financial Analysis, Mentoring, Cross-functional Team..., Banking
Education
University of California, Berkeley 1995 — 1999
BS, Economics
Churchill Management Group April 2013 - Present
Fisher Investments August 2011 - April 2013
Fisher Investments November 2003 - September 2011
Morgan Stanley March 2000 - April 2003
Skills
Management, New Business Development, Vendor Management, Risk Management, Business Development, Business Strategy, Business Analysis, CRM, Process Improvement, Strategic Planning, Account Management, Management Consulting, Team Leadership, Budgets, Team Building, Negotiation, Change Management, Project Management, Financial Analysis, Mentoring, Cross-functional Team..., Banking
Education
University of California, Berkeley 1995 — 1999
BS, Economics
Kevin Albano Kevin Albano's Fisher Investments Experience January 2015 - July 2015
Job Account Manager at Unity Technologies
Industry Financial Services
Experience
Unity Technologies July 2015 - Present
Fisher Investments January 2015 - July 2015
Fisher Investments July 2013 - January 2015
Nick's Crispy Tacos July 2011 - July 2013
Asian American Center on Disparities Research December 2009 - June 2010
UC Davis Medical Center's M.I.N.D. Institute May 2009 - June 2010
Wellness Center June 2009 - March 2010
Transitional Age Youth Center June 2009 - March 2010
Arden Wood Inc. April 2005 - December 2009
St. Anthony-Immaculate Conception August 2008 - December 2008
Education
University of California, Davis 2009 — 2010
Bachelor’s Degree, Psychology/Sociology
Lowell High School 2002 — 2006
High School Diploma, General Education
Unity Technologies July 2015 - Present
Fisher Investments January 2015 - July 2015
Fisher Investments July 2013 - January 2015
Nick's Crispy Tacos July 2011 - July 2013
Asian American Center on Disparities Research December 2009 - June 2010
UC Davis Medical Center's M.I.N.D. Institute May 2009 - June 2010
Wellness Center June 2009 - March 2010
Transitional Age Youth Center June 2009 - March 2010
Arden Wood Inc. April 2005 - December 2009
St. Anthony-Immaculate Conception August 2008 - December 2008
Education
University of California, Davis 2009 — 2010
Bachelor’s Degree, Psychology/Sociology
Lowell High School 2002 — 2006
High School Diploma, General Education
Kingdon Palmer Kingdon Palmer's Fisher Investments Experience April 2014 - Present
Job Attended University of California, Berkeley
Industry Financial Services
Experience
Fisher Investments April 2014 - Present
Balestrand Hotel 2011 - 2013
Skills
Interpersonal Skills, Interpersonal..., Interpersonal..., Research, Social Networking
Education
University of California, Berkeley 2009 — 2013
Political Economy, Political Economy
Tamalpais High School 2005 — 2009
Fisher Investments April 2014 - Present
Balestrand Hotel 2011 - 2013
Skills
Interpersonal Skills, Interpersonal..., Interpersonal..., Research, Social Networking
Education
University of California, Berkeley 2009 — 2013
Political Economy, Political Economy
Tamalpais High School 2005 — 2009
Aaron Azelton, CFA Aaron Azelton, CFA's Fisher Investments Experience January 2006 - April 2010
Job Director, Public Markets at Angeles Investment Advisors
Industry Financial Services
Experience
Angeles Investment Advisors June 2012 - Present
Pacific Alternative Asset Management Co June 2011 - August 2011
Fisher Investments January 2006 - April 2010
Fisher Investments October 2003 - December 2005
Fisher Investments July 2002 - September 2003
Skills
Portfolio Management, Equity Research, Investment Strategies, Alternative Investments, Writing, Financial Modeling, Public Speaking, Quantitative Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA, Finance
University of California, Berkeley 1998 — 2002
B.A., Economics
Angeles Investment Advisors June 2012 - Present
Pacific Alternative Asset Management Co June 2011 - August 2011
Fisher Investments January 2006 - April 2010
Fisher Investments October 2003 - December 2005
Fisher Investments July 2002 - September 2003
Skills
Portfolio Management, Equity Research, Investment Strategies, Alternative Investments, Writing, Financial Modeling, Public Speaking, Quantitative Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA, Finance
University of California, Berkeley 1998 — 2002
B.A., Economics
Melissa Luong Melissa Luong's Fisher Investments Experience July 2014 - September 2015
Job Advertiser Account Representative at CJ Affiliate
Industry Marketing and Advertising
Experience
CJ Affiliate September 2015 - Present
Fisher Investments July 2014 - September 2015
UC Berkeley Capital Projects August 2012 - July 2014
Haas School of Business May 2013 - May 2014
Riviera Partners May 2013 - August 2013
Rent The Runway May 2012 - May 2013
Magoosh May 2012 - August 2012
Associated Students of the University of California August 2011 - May 2012
Getable May 2011 - August 2011
Skills
Public Relations, Social Media Marketing, Event Planning, Social Networking, Fundraising, Social Media, Public Speaking, Marketing
Education
University of California, Berkeley 2010 — 2014
B.S., Environmental Economics and Policy
Castro Valley High School 2006 — 2010
High School Diploma
CJ Affiliate September 2015 - Present
Fisher Investments July 2014 - September 2015
UC Berkeley Capital Projects August 2012 - July 2014
Haas School of Business May 2013 - May 2014
Riviera Partners May 2013 - August 2013
Rent The Runway May 2012 - May 2013
Magoosh May 2012 - August 2012
Associated Students of the University of California August 2011 - May 2012
Getable May 2011 - August 2011
Skills
Public Relations, Social Media Marketing, Event Planning, Social Networking, Fundraising, Social Media, Public Speaking, Marketing
Education
University of California, Berkeley 2010 — 2014
B.S., Environmental Economics and Policy
Castro Valley High School 2006 — 2010
High School Diploma
Iulia Roth Iulia Roth's Fisher Investments Experience October 2011 - June 2014
Job Project Coordinator at Bank of the West
Industry Financial Services
Experience
Granite Solutions Groupe, Inc. October 2014 - Present
Fisher Investments October 2011 - June 2014
Recognos Inc March 2010 - November 2011
Honorary Consulate of Romania San Francisco October 2006 - November 2009
Wells Fargo Financial September 2006 - July 2007
American-Romanian Student Association September 2004 - July 2006
Ministry of European Integration, Romania May 2004 - August 2004
Recognos Inc June 2003 - August 2003
Fisher Investments June 2000 - August 2000
Skills
Research, Project Management, Finance, Business Analysis, Spanish, Customer Support, Economics, French, Statistics, German, English, Leadership, Microsoft Office, Start-ups, Business Strategy, Marketing, Analysis, Public Relations, Data Analysis, Entrepreneurship, Event Management, Management
Education
University of San Francisco 2007 — 2009
2009 Masters of Arts; 2005Bachelor of Arts, Masters Degree in Economics
University of California, Davis 2004 — 2005
BA, Economics, International Relations
George Cosbuc" German Language High School, Cluj 1995 — 1999
Baccalaureate Degree
Granite Solutions Groupe, Inc. October 2014 - Present
Fisher Investments October 2011 - June 2014
Recognos Inc March 2010 - November 2011
Honorary Consulate of Romania San Francisco October 2006 - November 2009
Wells Fargo Financial September 2006 - July 2007
American-Romanian Student Association September 2004 - July 2006
Ministry of European Integration, Romania May 2004 - August 2004
Recognos Inc June 2003 - August 2003
Fisher Investments June 2000 - August 2000
Skills
Research, Project Management, Finance, Business Analysis, Spanish, Customer Support, Economics, French, Statistics, German, English, Leadership, Microsoft Office, Start-ups, Business Strategy, Marketing, Analysis, Public Relations, Data Analysis, Entrepreneurship, Event Management, Management
Education
University of San Francisco 2007 — 2009
2009 Masters of Arts; 2005Bachelor of Arts, Masters Degree in Economics
University of California, Davis 2004 — 2005
BA, Economics, International Relations
George Cosbuc" German Language High School, Cluj 1995 — 1999
Baccalaureate Degree
Jason Najera Jason Najera's Fisher Investments Experience July 2012 - March 2013
Job Sales Operations Program Manager at Twitter
Industry Internet
Experience
Twitter April 2015 - Present
Twitter March 2013 - March 2015
Fisher Investments July 2012 - March 2013
Fisher Investments February 2010 - July 2012
AXA Advisors July 2008 - September 2008
UC Davis July 2007 - July 2008
Department of Veterans Affairs June 2004 - August 2004
Education
University of California, Davis 2005 — 2009
B.A.
Twitter April 2015 - Present
Twitter March 2013 - March 2015
Fisher Investments July 2012 - March 2013
Fisher Investments February 2010 - July 2012
AXA Advisors July 2008 - September 2008
UC Davis July 2007 - July 2008
Department of Veterans Affairs June 2004 - August 2004
Education
University of California, Davis 2005 — 2009
B.A.
Arsen Ari Kalfayan Arsen Ari Kalfayan's Fisher Investments Experience February 2008 - January 2009
Job Passionate About Developing Startups and Leaders
Industry Internet
Experience
10x Management March 2015 - Present
Startup & Tech Mixer April 2013 - Present
GoBoldly July 2012 - March 2015
Reason to Party January 2009 - June 2013
Artify.It February 2012 - July 2012
CrowdFlower October 2009 - April 2011
Fisher Investments February 2008 - January 2009
Fisher Investments June 2007 - February 2008
Skills
Start-ups, Business Strategy, Crowdsourcing, Social Enterprise, Complex Sales, Salesforce.com, SaaS, Strategic Partnerships, Online Advertising, Product Management, Lead Generation, Business Development, Product Marketing, Social Media, New Business Development, Social Media Marketing, Enterprise Software, SEM, Digital Marketing, Marketing, Marketing Strategy, Event Management, Event Planning, Events, Corporate Events, Communication, Lean Startup, Early-stage Startups, Venture Capital, Fundraising, Funding, Philanthropy, Public Speaking, Sales, Sales Management, Sales Process, Sales Presentations, Love Of Learning, Compassion, Giving Back, Charity, Charity Work, Social Entrepreneurship, Entrepreneurship..., Youth Mentoring, Youth Engagement, Youth Leadership, Political Science, Entrepreneurship, Facebook
Education
University of California, Davis 2002 — 2006
BA, Political Science, Communication, Global and International Studies
University of California, Davis
political Science
10x Management March 2015 - Present
Startup & Tech Mixer April 2013 - Present
GoBoldly July 2012 - March 2015
Reason to Party January 2009 - June 2013
Artify.It February 2012 - July 2012
CrowdFlower October 2009 - April 2011
Fisher Investments February 2008 - January 2009
Fisher Investments June 2007 - February 2008
Skills
Start-ups, Business Strategy, Crowdsourcing, Social Enterprise, Complex Sales, Salesforce.com, SaaS, Strategic Partnerships, Online Advertising, Product Management, Lead Generation, Business Development, Product Marketing, Social Media, New Business Development, Social Media Marketing, Enterprise Software, SEM, Digital Marketing, Marketing, Marketing Strategy, Event Management, Event Planning, Events, Corporate Events, Communication, Lean Startup, Early-stage Startups, Venture Capital, Fundraising, Funding, Philanthropy, Public Speaking, Sales, Sales Management, Sales Process, Sales Presentations, Love Of Learning, Compassion, Giving Back, Charity, Charity Work, Social Entrepreneurship, Entrepreneurship..., Youth Mentoring, Youth Engagement, Youth Leadership, Political Science, Entrepreneurship, Facebook
Education
University of California, Davis 2002 — 2006
BA, Political Science, Communication, Global and International Studies
University of California, Davis
political Science
Arie van Gemeren, CFA Arie van Gemeren, CFA's Fisher Investments Experience March 2011 - April 2014
Job Investment Management at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2014 - Present
Fisher Investments March 2011 - April 2014
United States Marine Corps May 2008 - November 2009
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Leadership, Outlook, Team Leadership, Microsoft Word, Public Speaking, Team Building, Event Management, Process Improvement, Analysis, Teamwork, Project Management, Spanish, Access, Finance
Education
University of California, Davis 2005 — 2009
BA, Double Major - History, Political Science, Minor - Philosophy
De La Salle High School 2001 — 2005
Goldman Sachs May 2014 - Present
Fisher Investments March 2011 - April 2014
United States Marine Corps May 2008 - November 2009
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Leadership, Outlook, Team Leadership, Microsoft Word, Public Speaking, Team Building, Event Management, Process Improvement, Analysis, Teamwork, Project Management, Spanish, Access, Finance
Education
University of California, Davis 2005 — 2009
BA, Double Major - History, Political Science, Minor - Philosophy
De La Salle High School 2001 — 2005
Tully Lillis Tully Lillis's Fisher Investments Experience September 2011 - November 2011
Job Economist at Compass Lexecon
Industry Financial Services
Experience
Compass Lexecon August 2014 - Present
Compass Lexecon April 2013 - August 2014
Compass Lexecon November 2011 - March 2013
Fisher Investments September 2011 - November 2011
Fisher Investments June 2011 - September 2011
Skills
Data Analysis, Research, Consulting, Microsoft Excel, SAS, SQL, Stata, Problem Solving, Critical Thinking
Education
University of California, Berkeley 2007 — 2011
BA, Economics
University of California, Berkeley
Economics
Compass Lexecon August 2014 - Present
Compass Lexecon April 2013 - August 2014
Compass Lexecon November 2011 - March 2013
Fisher Investments September 2011 - November 2011
Fisher Investments June 2011 - September 2011
Skills
Data Analysis, Research, Consulting, Microsoft Excel, SAS, SQL, Stata, Problem Solving, Critical Thinking
Education
University of California, Berkeley 2007 — 2011
BA, Economics
University of California, Berkeley
Economics
Scott Blasingame Scott Blasingame's Fisher Investments Experience July 2005 - October 2006
Job Commercial Appraiser at Hamilton, Ricci & Associates
Industry Investment Management
Experience
Hamilton, Ricci & Associates July 2014 - Present
Integra Realty Resources October 2013 - May 2014
FMV Opinions, Inc. April 2012 - October 2013
Gap Inc. June 2011 - April 2012
Berkeley HeartLab, Inc. January 2011 - June 2011
Callan Associates October 2006 - November 2010
Fisher Investments July 2005 - October 2006
Skills
Excel, SQL, Analysis, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Financial Analysis, Valuation, Research, Microsoft Word, Project Management, Financial Modeling, Market Research, Asset Management, Investments, Management, Sales, Real Estate, Due Diligence
Education
University of California, Berkeley 2001 — 2005
Economics, Legal Studies
De La Salle High School 1997 — 2001
Hamilton, Ricci & Associates July 2014 - Present
Integra Realty Resources October 2013 - May 2014
FMV Opinions, Inc. April 2012 - October 2013
Gap Inc. June 2011 - April 2012
Berkeley HeartLab, Inc. January 2011 - June 2011
Callan Associates October 2006 - November 2010
Fisher Investments July 2005 - October 2006
Skills
Excel, SQL, Analysis, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Financial Analysis, Valuation, Research, Microsoft Word, Project Management, Financial Modeling, Market Research, Asset Management, Investments, Management, Sales, Real Estate, Due Diligence
Education
University of California, Berkeley 2001 — 2005
Economics, Legal Studies
De La Salle High School 1997 — 2001
Eric Liebe's Fisher Investments Experience 2008 - Present
Job Trader at Fisher Investments
Industry Financial Services
Experience
Fisher Investments 2008 - Present
Education
UC Berkeley 2006 — 2008
Bachelor of Science (B.S.), Business Administration
Fisher Investments 2008 - Present
Education
UC Berkeley 2006 — 2008
Bachelor of Science (B.S.), Business Administration
Cory Nicks Cory Nicks's Fisher Investments Experience May 2014 - September 2014
Job Product Operations Analyst at Zenefits
Industry Events Services
Experience
Zenefits June 2015 - Present
UC Berkeley June 2013 - Present
Fisher Investments May 2014 - September 2014
Alpha Tau Omega Fraternity December 2012 - May 2014
Silicon Valley Capital Management December 2012 - April 2013
Safeway May 2012 - August 2012
Skills
PowerPoint, Social Media, Facebook, Microsoft Excel, Event Planning, Microsoft Office, Public Speaking, Research, Microsoft Word, Data Analysis, Social Networking, Spanish, Community Outreach, Social Media Marketing
Education
UC Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Political Economy
Zenefits June 2015 - Present
UC Berkeley June 2013 - Present
Fisher Investments May 2014 - September 2014
Alpha Tau Omega Fraternity December 2012 - May 2014
Silicon Valley Capital Management December 2012 - April 2013
Safeway May 2012 - August 2012
Skills
PowerPoint, Social Media, Facebook, Microsoft Excel, Event Planning, Microsoft Office, Public Speaking, Research, Microsoft Word, Data Analysis, Social Networking, Spanish, Community Outreach, Social Media Marketing
Education
UC Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Political Economy
Yekaterina Bowyer Yekaterina Bowyer's Fisher Investments Experience 2008 - 2008
Job Digital Product Manager, Customer Identity & Engagement at Rodan + Fields
Industry Consumer Goods
Experience
Rodan + Fields April 2013 - Present
YBowyer Photography 2011 - Present
Rodan + Fields November 2010 - April 2013
Rodan + Fields 2010 - 2010
Rodan + Fields 2008 - 2010
Fisher Investments 2008 - 2008
Taylor Nelson Sofres 2007 - 2008
Taylor Nelson Sofres 2007 - 2007
Skills
Project Management, Business Analysis, Benefits Administration, Event Management, Employee Relations, Product Management, Photography, Lightroom, Customer Insight, Team Building, Training, Cross-functional Team..., Report Writing, Business Development, Payroll, Marketing, Competitive Analysis, Leadership Development, Analytics, Market Research, Direct Sales, Analysis, Management, Program Management, Recruiting, Coaching, Budgets, CRM Integration, CRM, Event Planning, Entrepreneurship, Human Resources, Customer Service, Public Speaking
Education
University of California, Berkeley 2006 — 2008
BA, Political Science
Mercy High School
High School
Rodan + Fields April 2013 - Present
YBowyer Photography 2011 - Present
Rodan + Fields November 2010 - April 2013
Rodan + Fields 2010 - 2010
Rodan + Fields 2008 - 2010
Fisher Investments 2008 - 2008
Taylor Nelson Sofres 2007 - 2008
Taylor Nelson Sofres 2007 - 2007
Skills
Project Management, Business Analysis, Benefits Administration, Event Management, Employee Relations, Product Management, Photography, Lightroom, Customer Insight, Team Building, Training, Cross-functional Team..., Report Writing, Business Development, Payroll, Marketing, Competitive Analysis, Leadership Development, Analytics, Market Research, Direct Sales, Analysis, Management, Program Management, Recruiting, Coaching, Budgets, CRM Integration, CRM, Event Planning, Entrepreneurship, Human Resources, Customer Service, Public Speaking
Education
University of California, Berkeley 2006 — 2008
BA, Political Science
Mercy High School
High School
Hudson Liao, CFA Hudson Liao, CFA's Fisher Investments Experience June 2010 - April 2012
Job Research and Investment Associate at Personal Capital
Industry Financial Services
Experience
Personal Capital August 2014 - Present
PAGE for Teens February 2012 - Present
Personal Capital April 2013 - August 2014
Hall Capital Partners LLC April 2012 - April 2013
Fisher Investments June 2010 - April 2012
California Department of Forestry June 2009 - November 2009
UC Davis Fire Department August 2007 - June 2009
Baydobnhill PLC March 2008 - June 2008
Marcus & Millichap August 2007 - January 2008
Skills
Portfolio Management, Analysis, Microsoft Excel, Operations Management, Investments, Program Management, Accounting, Management
Education
UC Davis 2004 — 2009
BA, Economics & Sociology
UC Berkeley, Ext.
Professional Ceritifcates, Corporate Finance & Portfolio Management
Personal Capital August 2014 - Present
PAGE for Teens February 2012 - Present
Personal Capital April 2013 - August 2014
Hall Capital Partners LLC April 2012 - April 2013
Fisher Investments June 2010 - April 2012
California Department of Forestry June 2009 - November 2009
UC Davis Fire Department August 2007 - June 2009
Baydobnhill PLC March 2008 - June 2008
Marcus & Millichap August 2007 - January 2008
Skills
Portfolio Management, Analysis, Microsoft Excel, Operations Management, Investments, Program Management, Accounting, Management
Education
UC Davis 2004 — 2009
BA, Economics & Sociology
UC Berkeley, Ext.
Professional Ceritifcates, Corporate Finance & Portfolio Management
Patricia Mooney Patricia Mooney's Fisher Investments Experience July 2014 - June 2015
Job Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2015 - Present
Fisher Investments July 2014 - June 2015
UC Berkeley June 2013 - August 2013
Sage Mentorship Project August 2011 - December 2012
Corporation for National and Community Service June 2012 - August 2012
Alpha Delta Pi Sorority January 2011 - January 2012
Mountain Camp June 2011 - August 2011
Skills
Teamwork, Cpr Certified, Microsoft Word, PowerPoint, Photoshop, English, Public Speaking, Microsoft Office, Microsoft Excel, Social Media
Education
University of California, Berkeley 2010 — 2014
Bachelor's degree, Cognitive Science and English Language
Mission College Preparatory Catholic High School 2006 — 2010
High School Diploma
UBS Wealth Management July 2015 - Present
Fisher Investments July 2014 - June 2015
UC Berkeley June 2013 - August 2013
Sage Mentorship Project August 2011 - December 2012
Corporation for National and Community Service June 2012 - August 2012
Alpha Delta Pi Sorority January 2011 - January 2012
Mountain Camp June 2011 - August 2011
Skills
Teamwork, Cpr Certified, Microsoft Word, PowerPoint, Photoshop, English, Public Speaking, Microsoft Office, Microsoft Excel, Social Media
Education
University of California, Berkeley 2010 — 2014
Bachelor's degree, Cognitive Science and English Language
Mission College Preparatory Catholic High School 2006 — 2010
High School Diploma
David Lundquist's Fisher Investments Experience November 2013 - Present
Job Senior Investment Counselor/Financial Planning at Fisher Investments
Industry Financial Services
Experience
Fisher Investments November 2013 - Present
Fisher Investments October 2011 - November 2013
Fisher Investments November 2002 - November 2011
Fisher Investments December 2001 - November 2002
Skills
Investments, Portfolio Management, Equities, Investment Strategies, Mutual Funds, Asset Management, Fixed Income, Alternative Investments, Retirement Planning, Series 63, Investment Management, Securities, Financial Analysis
Education
University of California, Davis 1998 — 2001
Bachelor of Science (B.S.), Managerial Economics
Fisher Investments November 2013 - Present
Fisher Investments October 2011 - November 2013
Fisher Investments November 2002 - November 2011
Fisher Investments December 2001 - November 2002
Skills
Investments, Portfolio Management, Equities, Investment Strategies, Mutual Funds, Asset Management, Fixed Income, Alternative Investments, Retirement Planning, Series 63, Investment Management, Securities, Financial Analysis
Education
University of California, Davis 1998 — 2001
Bachelor of Science (B.S.), Managerial Economics
Ashley Cayford Ashley Cayford's Fisher Investments Experience December 2013 - Present
Job Client Programs Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments December 2013 - Present
The Westin Verasa Napa October 2013 - March 2014
Beach Activities of Maui January 2013 - August 2013
Camp Adventure Child and Youth Services September 2012 - December 2012
Camp Adventure Child and Youth Services June 2012 - August 2012
Camp Adventure Child and Youth Services January 2011 - May 2012
Camp Adventure Child and Youth Services June 2011 - August 2011
Camp Adventure Child and Youth Services September 2010 - December 2010
Camp Adventure Child and Youth Services June 2010 - September 2010
Camp Adventure Child and Youth Services January 2010 - April 2010
Skills
Public Speaking, Training, PowerPoint, Social Media, Nonprofits, Teaching, Management, Aquatics, Community Outreach, Volunteer Management, Research, Event Planning, Program Development, Microsoft Office
Education
University of Northern Iowa 2011 — 2012
M.A., Leisure, Youth and Human Services
University of California, Davis 2004 — 2008
B.A., Sociology and Communications
Fisher Investments December 2013 - Present
The Westin Verasa Napa October 2013 - March 2014
Beach Activities of Maui January 2013 - August 2013
Camp Adventure Child and Youth Services September 2012 - December 2012
Camp Adventure Child and Youth Services June 2012 - August 2012
Camp Adventure Child and Youth Services January 2011 - May 2012
Camp Adventure Child and Youth Services June 2011 - August 2011
Camp Adventure Child and Youth Services September 2010 - December 2010
Camp Adventure Child and Youth Services June 2010 - September 2010
Camp Adventure Child and Youth Services January 2010 - April 2010
Skills
Public Speaking, Training, PowerPoint, Social Media, Nonprofits, Teaching, Management, Aquatics, Community Outreach, Volunteer Management, Research, Event Planning, Program Development, Microsoft Office
Education
University of Northern Iowa 2011 — 2012
M.A., Leisure, Youth and Human Services
University of California, Davis 2004 — 2008
B.A., Sociology and Communications
David Jacobson David Jacobson's Fisher Investments Experience October 2013 - Present
Job Client Development Group Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments October 2013 - Present
SYNNEX June 2014 - September 2014
Fisher Investments October 2012 - November 2013
Fisher Investments January 2011 - October 2012
Fisher Investments August 2010 - December 2010
Fisher Investments January 2008 - July 2010
Matrix Capital Bank 2005 - 2006
Iowa Grain Company 2003 - 2005
Skills
Asset Management, Portfolio Management, Financial Analysis, Market Research, Investments, Equities, Wealth Management, Excel, Securities, Microsoft Office, New Business Development, Sales Management, Financial Planning, Strategic Planning, PowerPoint, Social Media, Consultative Selling, Trading, Financial Modeling, Marketing Strategy, Public Speaking, Analysis, Forecasting, Retirement Planning, Asset Allocation, Research, Risk Management, Market Analysis, Team Building, Economics, High Net Worth..., Capital Markets, Investment Strategies, Funding, Competitive Analysis, Retirement, Investment Advisory, Mentoring, Financial Markets, Bonds, Commodities, Direct Sales, Client Service, Industry Analysis, Asset Managment, Strategic Financial..., Selling, Series 65, Investment Management, Management
Education
University of California, Davis 2012 — 2015
Master of Business Administration (MBA)
University of Colorado at Boulder
Bachelors, Economics
Memphis University School
Fisher Investments October 2013 - Present
SYNNEX June 2014 - September 2014
Fisher Investments October 2012 - November 2013
Fisher Investments January 2011 - October 2012
Fisher Investments August 2010 - December 2010
Fisher Investments January 2008 - July 2010
Matrix Capital Bank 2005 - 2006
Iowa Grain Company 2003 - 2005
Skills
Asset Management, Portfolio Management, Financial Analysis, Market Research, Investments, Equities, Wealth Management, Excel, Securities, Microsoft Office, New Business Development, Sales Management, Financial Planning, Strategic Planning, PowerPoint, Social Media, Consultative Selling, Trading, Financial Modeling, Marketing Strategy, Public Speaking, Analysis, Forecasting, Retirement Planning, Asset Allocation, Research, Risk Management, Market Analysis, Team Building, Economics, High Net Worth..., Capital Markets, Investment Strategies, Funding, Competitive Analysis, Retirement, Investment Advisory, Mentoring, Financial Markets, Bonds, Commodities, Direct Sales, Client Service, Industry Analysis, Asset Managment, Strategic Financial..., Selling, Series 65, Investment Management, Management
Education
University of California, Davis 2012 — 2015
Master of Business Administration (MBA)
University of Colorado at Boulder
Bachelors, Economics
Memphis University School
Samantha Strimling's Fisher Investments Experience June 2013 - August 2013
Job Anayst, Real Estate Investment Banking Group at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - Present
Berkeley Student Cooperative August 2013 - Present
Boalt Law School August 2012 - Present
Fisher Investments June 2013 - August 2013
The Daily Californian June 2010 - June 2013
UC Berkeley Economics Department January 2013 - May 2013
Berkeley Student Cooperative August 2012 - May 2013
Berkeley Student Cooperative August 2012 - December 2012
Berkeley Student Cooperative May 2011 - May 2012
Skills
Policy, Public Speaking, Financial Analysis, Microsoft Excel, Microsoft Word, Editing, Research, Event Planning, Time Management, Non-profit Leadership, Fundraising, Social Media, Community Outreach
Education
UC Berkeley 2010 — 2014
B.A. History, Philosophy, Economics, 3.9 / 4.0
Piedmont High School
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - Present
Berkeley Student Cooperative August 2013 - Present
Boalt Law School August 2012 - Present
Fisher Investments June 2013 - August 2013
The Daily Californian June 2010 - June 2013
UC Berkeley Economics Department January 2013 - May 2013
Berkeley Student Cooperative August 2012 - May 2013
Berkeley Student Cooperative August 2012 - December 2012
Berkeley Student Cooperative May 2011 - May 2012
Skills
Policy, Public Speaking, Financial Analysis, Microsoft Excel, Microsoft Word, Editing, Research, Event Planning, Time Management, Non-profit Leadership, Fundraising, Social Media, Community Outreach
Education
UC Berkeley 2010 — 2014
B.A. History, Philosophy, Economics, 3.9 / 4.0
Piedmont High School
Ben Hsu's Fisher Investments Experience 2005 - 2006
Job Vice President at Title 365
Industry Insurance
Experience
Title 365 December 2009 - Present
Ticor Title January 2006 - December 2009
Fisher Investments 2005 - 2006
Target 2002 - 2005
Skills
Real Estate, Escrow, Real Estate Transactions, REO, Short Sales, Foreclosures, Investment Properties, Investors, First Time Home Buyers, Sellers, FHA, Title Insurance, Single Family Homes, Selling, Condos, Refinance, Referrals, Mortgage Lending, 1031 Exchanges, Residential Homes, Commercial Real Estate, Mortgage Banking, Real Estate Financing, Loans, Real Estate Development, Underwriting
Education
UC Berkeley 1998 — 2002
Title 365 December 2009 - Present
Ticor Title January 2006 - December 2009
Fisher Investments 2005 - 2006
Target 2002 - 2005
Skills
Real Estate, Escrow, Real Estate Transactions, REO, Short Sales, Foreclosures, Investment Properties, Investors, First Time Home Buyers, Sellers, FHA, Title Insurance, Single Family Homes, Selling, Condos, Refinance, Referrals, Mortgage Lending, 1031 Exchanges, Residential Homes, Commercial Real Estate, Mortgage Banking, Real Estate Financing, Loans, Real Estate Development, Underwriting
Education
UC Berkeley 1998 — 2002
Steven Walraven Steven Walraven's Fisher Investments Experience June 2011 - January 2013
Job Portfolio Analyst at City National Rochdale
Industry Investment Management
Experience
City National Rochdale January 2013 - Present
Fisher Investments June 2011 - January 2013
Skills
Asset Allocation, Equities, Fixed Income, Alternative Investments, Portfolio Management, Asset Management, Bloomberg, Investments, Securities, Financial Modeling, Wealth Management, Financial Analysis
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
City National Rochdale January 2013 - Present
Fisher Investments June 2011 - January 2013
Skills
Asset Allocation, Equities, Fixed Income, Alternative Investments, Portfolio Management, Asset Management, Bloomberg, Investments, Securities, Financial Modeling, Wealth Management, Financial Analysis
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
Peter Geantil Peter Geantil's Fisher Investments Experience 2003 - 2006
Job Contractor at Flux Power
Industry Research
Experience
University of Southern California January 2012 - December 2013
CNRS June 2011 - January 2012
Fisher Investments 2003 - 2006
Lawrence Berkeley National Laboratory 2002 - 2003
Skills
Matlab, Data Analysis, Mathematica, Labview, C++, Physics, Mathematical Modeling, Stress Analysis, Diffraction, Numerical Analysis, Project Management, Microsoft Excel, Microsoft Office, Abaqus, Transmission Electron..., SEM, Solidworks, Simulations, Fortran, Science, LaTeX, Materials Science, Big Data, Finite Element Analysis, X-ray Diffraction..., LabVIEW, Research
Education
University of Southern California 2006 — 2013
Doctor of Philosophy (Ph.D.), Mechanical Engineering, 3.8
University of California, Berkeley 1998 — 2002
BA, Physics
University of Southern California January 2012 - December 2013
CNRS June 2011 - January 2012
Fisher Investments 2003 - 2006
Lawrence Berkeley National Laboratory 2002 - 2003
Skills
Matlab, Data Analysis, Mathematica, Labview, C++, Physics, Mathematical Modeling, Stress Analysis, Diffraction, Numerical Analysis, Project Management, Microsoft Excel, Microsoft Office, Abaqus, Transmission Electron..., SEM, Solidworks, Simulations, Fortran, Science, LaTeX, Materials Science, Big Data, Finite Element Analysis, X-ray Diffraction..., LabVIEW, Research
Education
University of Southern California 2006 — 2013
Doctor of Philosophy (Ph.D.), Mechanical Engineering, 3.8
University of California, Berkeley 1998 — 2002
BA, Physics
Erik Ehlers Erik Ehlers's Fisher Investments Experience June 2007 - November 2008
Job Experienced Analyst
Industry Financial Services
Experience
ZELTIQ 2013 - Present
Pacific Pulmonary Services 2011 - 2013
Third Planet Windpower 2009 - 2011
AAA NCNU 2009 - 2009
Fisher Investments June 2007 - November 2008
Fisher Investments April 2005 - June 2007
Fisher Investments April 2004 - April 2005
PG&E 2003 - 2003
Apple Computer 2002 - 2002
Lockheed Martin 2001 - 2001
Skills
Financial Modeling, Financial Analysis, Asset Managment, Due Diligence, VBA, Equities, Finance, Project Finance, Management, Valuation, New Business Development, Business Strategy, Strategy, Cross-functional Team..., Start-ups, Project Management, Financial Reporting, Forecasting, Investments, Business Process, Leadership, Economics, Portfolio Management, Mergers & Acquisitions, Marketing Strategy, Risk Management, Competitive Analysis, Analysis, Business Planning, Analytics, Business Development, Business Process..., Process Improvement, Business Analysis, Data Analysis
Education
Mountain View High School
University of California, Davis
BA, Economics
ZELTIQ 2013 - Present
Pacific Pulmonary Services 2011 - 2013
Third Planet Windpower 2009 - 2011
AAA NCNU 2009 - 2009
Fisher Investments June 2007 - November 2008
Fisher Investments April 2005 - June 2007
Fisher Investments April 2004 - April 2005
PG&E 2003 - 2003
Apple Computer 2002 - 2002
Lockheed Martin 2001 - 2001
Skills
Financial Modeling, Financial Analysis, Asset Managment, Due Diligence, VBA, Equities, Finance, Project Finance, Management, Valuation, New Business Development, Business Strategy, Strategy, Cross-functional Team..., Start-ups, Project Management, Financial Reporting, Forecasting, Investments, Business Process, Leadership, Economics, Portfolio Management, Mergers & Acquisitions, Marketing Strategy, Risk Management, Competitive Analysis, Analysis, Business Planning, Analytics, Business Development, Business Process..., Process Improvement, Business Analysis, Data Analysis
Education
Mountain View High School
University of California, Davis
BA, Economics
Evan Sawyer's Fisher Investments Experience September 2013 - June 2015
Job CEO at Konzultgroup
Industry Financial Services
Experience
Konzultgroup June 2015 - Present
Fisher Investments September 2013 - June 2015
TIAA-CREF June 2012 - March 2013
Merrill Lynch June 2011 - September 2011
Skills
Bloomberg, Series 7, Series 63, Financial Modeling, Microsoft Excel, Mutual Funds, Financial Analysis, Microsoft Office, Valuation, Social Media, Marketing, Leadership, Social Networking, Data Analysis
Education
University of California, Berkeley 2008 — 2019
Bachelor's degree, Natural Resources/Conservation, General
University of California, Berkeley 2009 — 2013
Bachelor of Science (BS), Environmental Business and Policy
Konzultgroup June 2015 - Present
Fisher Investments September 2013 - June 2015
TIAA-CREF June 2012 - March 2013
Merrill Lynch June 2011 - September 2011
Skills
Bloomberg, Series 7, Series 63, Financial Modeling, Microsoft Excel, Mutual Funds, Financial Analysis, Microsoft Office, Valuation, Social Media, Marketing, Leadership, Social Networking, Data Analysis
Education
University of California, Berkeley 2008 — 2019
Bachelor's degree, Natural Resources/Conservation, General
University of California, Berkeley 2009 — 2013
Bachelor of Science (BS), Environmental Business and Policy
Christine Wu Christine Wu's Fisher Investments Experience February 2003 - June 2006
Job Vice President Prime Finance
Industry Financial Services
Experience
Citi November 2006 - Present
Fisher Investments February 2003 - June 2006
Wells Fargo Bank January 2000 - August 2002
Skills
Hedge Funds, Series 7, Derivatives, Equities, Capital Markets, Portfolio Management, Securities, Alternative Investments, Prime Brokerage
Education
University of California, Davis 1997 — 2002
BS, Managerial Economics, Minor: Computer Information Systems
Citi November 2006 - Present
Fisher Investments February 2003 - June 2006
Wells Fargo Bank January 2000 - August 2002
Skills
Hedge Funds, Series 7, Derivatives, Equities, Capital Markets, Portfolio Management, Securities, Alternative Investments, Prime Brokerage
Education
University of California, Davis 1997 — 2002
BS, Managerial Economics, Minor: Computer Information Systems
Chad Allen Chad Allen's Fisher Investments Experience August 2014 - Present
Job Trading Team Leader at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2014 - Present
Fisher Investments April 2012 - August 2014
Fisher Investments October 2010 - April 2012
Fisher Investments November 2006 - October 2010
Fisher Investments April 2005 - November 2006
Fisher Investments March 2004 - April 2005
Fisher Investments November 2003 - March 2004
E*TRADE Financial February 2003 - September 2003
Education
University of California, Davis 1999 — 2002
Fisher Investments August 2014 - Present
Fisher Investments April 2012 - August 2014
Fisher Investments October 2010 - April 2012
Fisher Investments November 2006 - October 2010
Fisher Investments April 2005 - November 2006
Fisher Investments March 2004 - April 2005
Fisher Investments November 2003 - March 2004
E*TRADE Financial February 2003 - September 2003
Education
University of California, Davis 1999 — 2002
Jon McLoughlin Jon McLoughlin's Fisher Investments Experience 2000 - 2007
Job Account Executive at Photo District News
Industry Financial Services
Experience
Photo District News June 2011 - Present
Mandala Research October 2007 - Present
Time and Place December 2009 - June 2011
Fisher Investments 2000 - 2007
Fisher Investments December 2000 - October 2004
Skills
Sales, Marketing, Online Advertising, Strategic Partnerships, Salesforce.com, Marketing Strategy, Market Research, Social Media, Social Media Marketing, Marketing Communications, Business Development, Sales Process, Investments, Relationship Management, Business Strategy, Management, Strategic Communications, Project Management
Education
University of California, Berkeley 1995 — 1999
BA, Economics
University of California, Berkeley 1995 — 1999
BA, Economics
Photo District News June 2011 - Present
Mandala Research October 2007 - Present
Time and Place December 2009 - June 2011
Fisher Investments 2000 - 2007
Fisher Investments December 2000 - October 2004
Skills
Sales, Marketing, Online Advertising, Strategic Partnerships, Salesforce.com, Marketing Strategy, Market Research, Social Media, Social Media Marketing, Marketing Communications, Business Development, Sales Process, Investments, Relationship Management, Business Strategy, Management, Strategic Communications, Project Management
Education
University of California, Berkeley 1995 — 1999
BA, Economics
University of California, Berkeley 1995 — 1999
BA, Economics
Mark Christy Mark Christy's Fisher Investments Experience April 2006 - March 2007
Job Manager Advisory Services at KPMG
Industry Financial Services
Experience
KPMG August 2013 - Present
Capco February 2010 - August 2013
Barclays Global Investors April 2007 - September 2008
Fisher Investments April 2006 - March 2007
Fisher Investments April 2003 - March 2006
U.S. Department of Justice August 2000 - June 2003
U.S. Department of State May 1999 - August 1999
U.S. Department of State May 1998 - August 1998
Skills
Financial Modeling, Corporate Finance, Project Management, Economics, Derivatives, Business Analysis, Investment Management, Capital Markets, Financial Services, Valuation, investment management..., Analysis, Portfolio Management, Investments, Financial Reporting, PMP, Bloomberg, Equities, Technology..., Fixed Income Analysis, Alternative Investments, Trading, Investment Operations, Risk Management, Asset Management, Fixed Income, Financial Analysis, Leadership, Finance
Education
University of Pennsylvania 1996 — 2000
B.A., Political Science, Middle Eastern Studies
University of California, Berkeley 2006 — 2009
Finance
KPMG August 2013 - Present
Capco February 2010 - August 2013
Barclays Global Investors April 2007 - September 2008
Fisher Investments April 2006 - March 2007
Fisher Investments April 2003 - March 2006
U.S. Department of Justice August 2000 - June 2003
U.S. Department of State May 1999 - August 1999
U.S. Department of State May 1998 - August 1998
Skills
Financial Modeling, Corporate Finance, Project Management, Economics, Derivatives, Business Analysis, Investment Management, Capital Markets, Financial Services, Valuation, investment management..., Analysis, Portfolio Management, Investments, Financial Reporting, PMP, Bloomberg, Equities, Technology..., Fixed Income Analysis, Alternative Investments, Trading, Investment Operations, Risk Management, Asset Management, Fixed Income, Financial Analysis, Leadership, Finance
Education
University of Pennsylvania 1996 — 2000
B.A., Political Science, Middle Eastern Studies
University of California, Berkeley 2006 — 2009
Finance
Lianne Gong Lianne Gong's Fisher Investments Experience July 2004 - June 2011
Job Sr. Recruiter at Anaplan / lianne.gong@anaplan.com
Industry Computer Software
Experience
Anaplan November 2013 - Present
BodyRx June 2002 - Present
SuccessFactors February 2012 - November 2013
Catalyst Biosciences June 2011 - February 2012
Fisher Investments July 2004 - June 2011
San Francisco Park and Recreation 2001 - 2007
Skills
Microsoft Office, Basic Accounting, Calendaring, Mac OS X, SuccessFactors, CRM software, Applicant Tracking..., Full-cycle Recruiting, Sourcing, Interviews, Interviewing Skills, Interview Preparation, Boolean Searching, Boolean Logic, iCIMS, Onyx CRM, Recruiting, Technical Recruiting, Cold Calling, Internet Recruiting, College Recruiting, Outlook, Lead Generation, Social Networking, Building Relationships, Microsoft Excel, PowerPoint, iOS, Windows, CRM, Accounting, Onboarding, SDLC, SaaS, Management, Salesforce.com, OS X, Marketing, Facebook, Networking, Program Management, Sales Operations, Sales, Training, Social Media, Time Management, Benefits Negotiation, Talent Acquisition, Screening, global HCM
Education
University of California, Davis 2001 — 2005
Communications, BA, Managerial Economics and Spanish, Minor
St. Ignatius College Preparatory 1997 — 2001
Highschool Diploma
Anaplan November 2013 - Present
BodyRx June 2002 - Present
SuccessFactors February 2012 - November 2013
Catalyst Biosciences June 2011 - February 2012
Fisher Investments July 2004 - June 2011
San Francisco Park and Recreation 2001 - 2007
Skills
Microsoft Office, Basic Accounting, Calendaring, Mac OS X, SuccessFactors, CRM software, Applicant Tracking..., Full-cycle Recruiting, Sourcing, Interviews, Interviewing Skills, Interview Preparation, Boolean Searching, Boolean Logic, iCIMS, Onyx CRM, Recruiting, Technical Recruiting, Cold Calling, Internet Recruiting, College Recruiting, Outlook, Lead Generation, Social Networking, Building Relationships, Microsoft Excel, PowerPoint, iOS, Windows, CRM, Accounting, Onboarding, SDLC, SaaS, Management, Salesforce.com, OS X, Marketing, Facebook, Networking, Program Management, Sales Operations, Sales, Training, Social Media, Time Management, Benefits Negotiation, Talent Acquisition, Screening, global HCM
Education
University of California, Davis 2001 — 2005
Communications, BA, Managerial Economics and Spanish, Minor
St. Ignatius College Preparatory 1997 — 2001
Highschool Diploma
Christy Heruty's Fisher Investments Experience November 2014 - Present
Job Contractor U.S. Direct Mail at Fisher Investments
Industry Marketing and Advertising
Experience
Fisher Investments November 2014 - Present
Chapman Cubine Adams + Hussey November 2011 - November 2014
Wells Fargo Bank December 2008 - November 2011
Wells Fargo Bank August 2002 - December 2006
Providian Financial September 1994 - August 2002
Skills
Direct Marketing, Direct Mail, Integrated Marketing, Online Marketing, Database Marketing, Multi-channel Marketing, Marketing Communications, Email Marketing, Digital Marketing, Online Advertising, Management, Marketing Strategy, Analytics, Social Media Marketing, Lead Generation
Education
University of California, Davis 1989 — 1993
B.A., Sociology - Organizational Studies
Fisher Investments November 2014 - Present
Chapman Cubine Adams + Hussey November 2011 - November 2014
Wells Fargo Bank December 2008 - November 2011
Wells Fargo Bank August 2002 - December 2006
Providian Financial September 1994 - August 2002
Skills
Direct Marketing, Direct Mail, Integrated Marketing, Online Marketing, Database Marketing, Multi-channel Marketing, Marketing Communications, Email Marketing, Digital Marketing, Online Advertising, Management, Marketing Strategy, Analytics, Social Media Marketing, Lead Generation
Education
University of California, Davis 1989 — 1993
B.A., Sociology - Organizational Studies
Jason Lee, CTP Jason Lee, CTP's Fisher Investments Experience 2001 - 2003
Job Vice President, U.S. Bank, Commercial Real Estate Treasury
Industry Banking
Experience
U.S. Bank July 2015 - Present
Union Bank November 2009 - July 2015
Wells Fargo Bank November 2003 - November 2009
Fisher Investments 2001 - 2003
PwC (PricewaterhouseCoopers) 1999 - 2001
Skills
Accounting, Asset Management, Banking, Business Analysis, Cash Management, Commercial Lending, Credit, Credit Analysis, Customer Service, Financial Analysis, Loans, Portfolio Management, Commercial Banking, Investments, Small Business Lending, Strategic Planning, Treasury Management
Education
University of California, Berkeley 1996 — 2000
BA, Legal Studies
Hillsdale High School
U.S. Bank July 2015 - Present
Union Bank November 2009 - July 2015
Wells Fargo Bank November 2003 - November 2009
Fisher Investments 2001 - 2003
PwC (PricewaterhouseCoopers) 1999 - 2001
Skills
Accounting, Asset Management, Banking, Business Analysis, Cash Management, Commercial Lending, Credit, Credit Analysis, Customer Service, Financial Analysis, Loans, Portfolio Management, Commercial Banking, Investments, Small Business Lending, Strategic Planning, Treasury Management
Education
University of California, Berkeley 1996 — 2000
BA, Legal Studies
Hillsdale High School
Nathan Fisher's Fisher Investments Experience March 2014 - Present
Job Managing Director of 401(k) Solutions at Fisher Investments
Industry Investment Management
Experience
Fisher Investments March 2014 - Present
Fisher Investments March 2012 - February 2014
Fisher Investments July 2006 - February 2012
Skills
Investment Management, 401k
Education
University of California, Los Angeles 2004 — 2006
Master of Business Administration (MBA)
University of California, Davis 1995 — 1998
Bachelors of Science
Fisher Investments March 2014 - Present
Fisher Investments March 2012 - February 2014
Fisher Investments July 2006 - February 2012
Skills
Investment Management, 401k
Education
University of California, Los Angeles 2004 — 2006
Master of Business Administration (MBA)
University of California, Davis 1995 — 1998
Bachelors of Science
Andrew Bates, CFA Andrew Bates, CFA's Fisher Investments Experience May 2011 - March 2012
Job Vice President, Portfolio Manager at HighMark Capital Management
Industry Financial Services
Experience
HighMark Capital Management September 2015 - Present
Qualcomm April 2012 - August 2015
Fisher Investments May 2011 - March 2012
Fisher Investments February 2010 - May 2011
Fisher Investments June 2008 - February 2010
Skills
Corporate Finance, Capital Markets, Investments, Portfolio Management, Finance, Financial Modeling, Financial Analysis, Valuation, Equities, Equity Research, Asset Managment, Bloomberg, Due Diligence, Investment Strategies, Strategy, Microsoft Excel, Analytics, Analysis, Fixed Income, Asset Management
Education
University of California, Berkeley, Haas School of Business 2014 — 2017
Master of Business Administration (MBA)
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Finance
HighMark Capital Management September 2015 - Present
Qualcomm April 2012 - August 2015
Fisher Investments May 2011 - March 2012
Fisher Investments February 2010 - May 2011
Fisher Investments June 2008 - February 2010
Skills
Corporate Finance, Capital Markets, Investments, Portfolio Management, Finance, Financial Modeling, Financial Analysis, Valuation, Equities, Equity Research, Asset Managment, Bloomberg, Due Diligence, Investment Strategies, Strategy, Microsoft Excel, Analytics, Analysis, Fixed Income, Asset Management
Education
University of California, Berkeley, Haas School of Business 2014 — 2017
Master of Business Administration (MBA)
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Finance
Michael Cammarata - I'm hiring! Michael Cammarata - I'm hiring!'s Fisher Investments Experience 2007 - May 2009
Job Sr. Director of Sales, Global Demand Generation at BrightEdge
Industry Internet
Experience
BrightEdge May 2015 - Present
BrightEdge February 2015 - Present
BrightEdge December 2013 - Present
Salesforce March 2011 - December 2013
NxRev June 2009 - February 2011
Fisher Investments 2007 - May 2009
Genentech 2002 - 2007
L90 January 2000 - December 2001
Lucasfilm 1997 - 1999
Skills
Salesforce.com, Lead Generation, Sales Process, Selling, SaaS, Account Management, Cross-functional Team..., Enterprise Software, Sales, Online Advertising, Cold Calling, Microsoft Excel, Customer Service, Sales Operations, Product Development, Management, Sales Management, Strategic Planning, CRM, Leadership, Strategic Partnerships, Solution Selling, Demand Generation
Education
University of San Francisco - Masagung Graduate School of Management
MBA
University of California, Davis
BA
BrightEdge May 2015 - Present
BrightEdge February 2015 - Present
BrightEdge December 2013 - Present
Salesforce March 2011 - December 2013
NxRev June 2009 - February 2011
Fisher Investments 2007 - May 2009
Genentech 2002 - 2007
L90 January 2000 - December 2001
Lucasfilm 1997 - 1999
Skills
Salesforce.com, Lead Generation, Sales Process, Selling, SaaS, Account Management, Cross-functional Team..., Enterprise Software, Sales, Online Advertising, Cold Calling, Microsoft Excel, Customer Service, Sales Operations, Product Development, Management, Sales Management, Strategic Planning, CRM, Leadership, Strategic Partnerships, Solution Selling, Demand Generation
Education
University of San Francisco - Masagung Graduate School of Management
MBA
University of California, Davis
BA
Andrew Teufel Andrew Teufel's Fisher Investments Experience 1995 - 2013
Job Private Investor
Industry Investment Management
Experience
Fisher Investments 1995 - 2013
Bear, Stearns & Co. Inc. 1994 - 1995
Education
University of California, Berkeley 1990 — 1993
Bachelor of Arts (B.A.), Economics
Cambridge University 1992 — 1992
Art History
Fisher Investments 1995 - 2013
Bear, Stearns & Co. Inc. 1994 - 1995
Education
University of California, Berkeley 1990 — 1993
Bachelor of Arts (B.A.), Economics
Cambridge University 1992 — 1992
Art History
Ming Huey Ming Huey's Fisher Investments Experience April 2010 - October 2011
Job Senior Treasury Analyst at Salesforce
Industry Information Technology and Services
Experience
Salesforce September 2015 - Present
Levi Strauss & Co. June 2013 - September 2015
EY October 2011 - June 2013
Fisher Investments April 2010 - October 2011
JPMorgan Chase October 2007 - June 2009
Skills
Financial Analysis, Financial Modeling, Securities, Financial Reporting, Equities, Derivatives, Asset Managment, Corporate Finance, Portfolio Management, Data Analysis, Risk Management, Essbase, Economics, Forecasting, Auditing, Bloomberg, Valuation, Microsoft Excel, Hedge Funds, Fixed Income, Strategic Financial...
Education
University of California, Berkeley 2002 — 2007
B.A., Statistics
Salesforce September 2015 - Present
Levi Strauss & Co. June 2013 - September 2015
EY October 2011 - June 2013
Fisher Investments April 2010 - October 2011
JPMorgan Chase October 2007 - June 2009
Skills
Financial Analysis, Financial Modeling, Securities, Financial Reporting, Equities, Derivatives, Asset Managment, Corporate Finance, Portfolio Management, Data Analysis, Risk Management, Essbase, Economics, Forecasting, Auditing, Bloomberg, Valuation, Microsoft Excel, Hedge Funds, Fixed Income, Strategic Financial...
Education
University of California, Berkeley 2002 — 2007
B.A., Statistics
Tom Yee Tom Yee's Fisher Investments Experience September 2008 - September 2010
Job VP, Director of Operations | Driving business strategy for fastgrowing companies
Industry Internet
Experience
Argoz September 2012 - Present
Project by Project January 2012 - December 2013
Shore to Shore Properties, Social Capital Films January 2011 - August 2012
Fisher Investments September 2008 - September 2010
Fisher Investments May 2007 - September 2008
Enterprise Rent-A-Car August 2006 - April 2007
Skills
Social Media, Online Marketing, Marketing Management, Corporate Finance, Direct Sales, Microsoft Office, Asset Management, Marketing, Microsoft Excel, Forecasting, Strategy, Leadership, Management, Customer Service, Budgets, Business Development, Institutional Marketing, Operations Management, Strategic Partnerships
Education
University of California, Berkeley - Walter A. Haas School of Business
BS, Business Administration
Argoz September 2012 - Present
Project by Project January 2012 - December 2013
Shore to Shore Properties, Social Capital Films January 2011 - August 2012
Fisher Investments September 2008 - September 2010
Fisher Investments May 2007 - September 2008
Enterprise Rent-A-Car August 2006 - April 2007
Skills
Social Media, Online Marketing, Marketing Management, Corporate Finance, Direct Sales, Microsoft Office, Asset Management, Marketing, Microsoft Excel, Forecasting, Strategy, Leadership, Management, Customer Service, Budgets, Business Development, Institutional Marketing, Operations Management, Strategic Partnerships
Education
University of California, Berkeley - Walter A. Haas School of Business
BS, Business Administration
Xavier Y. Kuo Xavier Y. Kuo's Fisher Investments Experience January 2013 - June 2014
Job Analyst at The Alexander Group
Industry Management Consulting
Experience
The Alexander Group July 2015 - Present
Buck Consultants July 2014 - July 2015
Fisher Investments January 2013 - June 2014
Waddell & Reed June 2012 - September 2012
California State Controller John Chiang's Office May 2011 - September 2011
Skills
Management, Public Speaking, Data Analysis, Microsoft Excel, Market Research, Management Consulting, Business Strategy, Financial Analysis, Business Development, Project Management, Competitive Analysis, Sales Management, Sales Effectiveness, Go-to-market Strategy, Consulting, Finance, Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Budgets, Team Leadership, Sales, Research, Analysis, Problem Solving, Social Networking, Economics, Valuation, Leadership, Entrepreneurship, Mentoring, Personal Finance, Business Management, Coaching, Presentations
Education
University of California, Berkeley 2008 — 2012
Bachelor’s Degree, Political Science w/ Emphasis in International Business
Palos Verdes Peninsula High School 2004 — 2008
High School
The Alexander Group July 2015 - Present
Buck Consultants July 2014 - July 2015
Fisher Investments January 2013 - June 2014
Waddell & Reed June 2012 - September 2012
California State Controller John Chiang's Office May 2011 - September 2011
Skills
Management, Public Speaking, Data Analysis, Microsoft Excel, Market Research, Management Consulting, Business Strategy, Financial Analysis, Business Development, Project Management, Competitive Analysis, Sales Management, Sales Effectiveness, Go-to-market Strategy, Consulting, Finance, Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Budgets, Team Leadership, Sales, Research, Analysis, Problem Solving, Social Networking, Economics, Valuation, Leadership, Entrepreneurship, Mentoring, Personal Finance, Business Management, Coaching, Presentations
Education
University of California, Berkeley 2008 — 2012
Bachelor’s Degree, Political Science w/ Emphasis in International Business
Palos Verdes Peninsula High School 2004 — 2008
High School
Dan Kim Dan Kim's Fisher Investments Experience June 2010 - December 2011
Job University Recruiter at Snapchat, Inc.
Industry Computer Networking
Experience
Snapchat, Inc. February 2015 - Present
Twitter May 2013 - January 2015
Twitter January 2012 - May 2013
Fisher Investments June 2010 - December 2011
UC Davis Campus Unions Events Services March 2007 - April 2010
Skills
Recruiting, Interviews, Social Networking, Social Media, Outlook, Dog Grooming, Salesforce.com, Time Management, Management, Leadership, Customer Service, Sales
Education
University of California, Davis 2005 — 2009
Economics
Snapchat, Inc. February 2015 - Present
Twitter May 2013 - January 2015
Twitter January 2012 - May 2013
Fisher Investments June 2010 - December 2011
UC Davis Campus Unions Events Services March 2007 - April 2010
Skills
Recruiting, Interviews, Social Networking, Social Media, Outlook, Dog Grooming, Salesforce.com, Time Management, Management, Leadership, Customer Service, Sales
Education
University of California, Davis 2005 — 2009
Economics
Peter Trenkwalder Peter Trenkwalder's Fisher Investments Experience July 2007 - December 2009
Job Senior Account Manager at The Search Agency
Industry Marketing and Advertising
Experience
The Search Agency March 2014 - Present
AKQA July 2011 - March 2014
Fisher Investments July 2007 - December 2009
Diablo Water Polo May 2002 - March 2003
Skills
Market Research, PPC, Google Analytics, Integrated Marketing, PowerPoint, Marketing Strategy, Online Advertising, Microsoft Excel, Search Advertising, Digital Marketing, Account Management, Copywriting, SEM, Analytics, Advertising, Google Adwords..., Project Management, Strategic Consulting, Data Analysis, Advertising Operations, Business Analysis, Search Analysis, Problem Solving, Business Intelligence, Product Development, Reporting & Analysis, Client Presentation, Client Relations, Team Management, Display Advertising, Data Feeds, Facebook, Comparison Shopping..., CRM Databases, Remarketing
Education
University of California, Berkeley 2005 — 2007
B.S., Haas School of Business
University of California, Berkeley
BS Business , Business Administration and Management, General
The Search Agency March 2014 - Present
AKQA July 2011 - March 2014
Fisher Investments July 2007 - December 2009
Diablo Water Polo May 2002 - March 2003
Skills
Market Research, PPC, Google Analytics, Integrated Marketing, PowerPoint, Marketing Strategy, Online Advertising, Microsoft Excel, Search Advertising, Digital Marketing, Account Management, Copywriting, SEM, Analytics, Advertising, Google Adwords..., Project Management, Strategic Consulting, Data Analysis, Advertising Operations, Business Analysis, Search Analysis, Problem Solving, Business Intelligence, Product Development, Reporting & Analysis, Client Presentation, Client Relations, Team Management, Display Advertising, Data Feeds, Facebook, Comparison Shopping..., CRM Databases, Remarketing
Education
University of California, Berkeley 2005 — 2007
B.S., Haas School of Business
University of California, Berkeley
BS Business , Business Administration and Management, General
Bill (William Pedersen) Pedersen Bill (William Pedersen) Pedersen's Fisher Investments Experience October 2002 - July 2009
Job Senior Managing Director/Sales Management at Paulson Investment Co.
Industry Investment Management
Experience
Paulson Investment Co. August 2014 - Present
Osborne Partners Capital Managment March 2012 - August 2014
Advanced Equities July 2009 - March 2012
Fisher Investments October 2002 - July 2009
BancWest Investments March 1999 - October 2002
Wells Fargo Securities 1997 - 1999
Skills
Investments, Portfolio Management, Wealth Management, Venture Capital, Alternative Investments, Sales Management, Finance, Private Equity, Due Diligence, Direct Sales, Management, Hedge Funds, Sales Recruitment, National Sales Training, Sales Rep Training, Marketing Strategy, Business Development, Recruiting, Leadership, Investment Banking, Asset Management, Securities, Series 7, Telemarketing, Real Estate Investor, 1031 Exchanges, Equities, Series 63, Series 65, Series 24, Corporate Finance, Investment Strategies, Investment Management
Education
University of California, Davis
Paulson Investment Co. August 2014 - Present
Osborne Partners Capital Managment March 2012 - August 2014
Advanced Equities July 2009 - March 2012
Fisher Investments October 2002 - July 2009
BancWest Investments March 1999 - October 2002
Wells Fargo Securities 1997 - 1999
Skills
Investments, Portfolio Management, Wealth Management, Venture Capital, Alternative Investments, Sales Management, Finance, Private Equity, Due Diligence, Direct Sales, Management, Hedge Funds, Sales Recruitment, National Sales Training, Sales Rep Training, Marketing Strategy, Business Development, Recruiting, Leadership, Investment Banking, Asset Management, Securities, Series 7, Telemarketing, Real Estate Investor, 1031 Exchanges, Equities, Series 63, Series 65, Series 24, Corporate Finance, Investment Strategies, Investment Management
Education
University of California, Davis
Henry Park Henry Park's Fisher Investments Experience 2012 - 2013
Job Analyst
Industry Internet
Experience
Greenline Partners 2015 - Present
People.Co 2013 - 2015
Fisher Investments 2012 - 2013
Merrill Lynch 2011 - 2011
Haas School of Business 2009 - 2010
Life360 2009 - 2009
Skills
MySQL, VBA, QuickBooks, Bloomberg, STATA, Thompson One
Education
University of California, Berkeley 2008 — 2012
B.A, Economics
Greenline Partners 2015 - Present
People.Co 2013 - 2015
Fisher Investments 2012 - 2013
Merrill Lynch 2011 - 2011
Haas School of Business 2009 - 2010
Life360 2009 - 2009
Skills
MySQL, VBA, QuickBooks, Bloomberg, STATA, Thompson One
Education
University of California, Berkeley 2008 — 2012
B.A, Economics
Luis Gutierrez's Fisher Investments Experience February 1995 - October 2008
Job
Industry Internet
Experience
App Annie November 2012 - July 2015
Super Apps April 2012 - September 2012
Dutz Technologies LLC August 2009 - March 2012
Fisher Investments February 1995 - October 2008
Skills
Analytics, iPhone, Portfolio Management, Asset Management, Sales Management, Mobile Applications, Equities, Mergers, Customer Service, Asset Managment, iOS, Business Development, Android, Client Service, iPad, iOS development, Customer Relations, Writing, Mobile Phone Apps, Google Apps, Mac Apps, App Store, Market Intelligence, New Business Development, Strategy
Education
University of California, Berkeley 1989 — 1993
BA
App Annie November 2012 - July 2015
Super Apps April 2012 - September 2012
Dutz Technologies LLC August 2009 - March 2012
Fisher Investments February 1995 - October 2008
Skills
Analytics, iPhone, Portfolio Management, Asset Management, Sales Management, Mobile Applications, Equities, Mergers, Customer Service, Asset Managment, iOS, Business Development, Android, Client Service, iPad, iOS development, Customer Relations, Writing, Mobile Phone Apps, Google Apps, Mac Apps, App Store, Market Intelligence, New Business Development, Strategy
Education
University of California, Berkeley 1989 — 1993
BA
Nathan Clough Nathan Clough's Fisher Investments Experience July 2011 - June 2012
Job Marketing Data Analyst at PayPal
Industry Financial Services
Experience
PayPal March 2015 - Present
Safeway Inc. July 2012 - March 2015
Fisher Investments July 2011 - June 2012
The University of California, Davis September 2010 - July 2011
Skills
Economics, Microsoft Excel, Statistics, Econometrics, Financial Analysis, Data Analysis, Teradata, Netezza, Loyalty Analytics, Marketing Strategy, Forecasting, Statistical Modeling, Predictive Modeling, Analysis, Customer Service, Market Research, Stata, SAS, Quantitative Analytics, Marketing, PowerPoint
Education
University of California, Davis 2010 — 2011
MS, Applied Economics
University of California, Davis 2007 — 2009
BS, Managerial Economics
PayPal March 2015 - Present
Safeway Inc. July 2012 - March 2015
Fisher Investments July 2011 - June 2012
The University of California, Davis September 2010 - July 2011
Skills
Economics, Microsoft Excel, Statistics, Econometrics, Financial Analysis, Data Analysis, Teradata, Netezza, Loyalty Analytics, Marketing Strategy, Forecasting, Statistical Modeling, Predictive Modeling, Analysis, Customer Service, Market Research, Stata, SAS, Quantitative Analytics, Marketing, PowerPoint
Education
University of California, Davis 2010 — 2011
MS, Applied Economics
University of California, Davis 2007 — 2009
BS, Managerial Economics
Victoria Fung Victoria Fung's Fisher Investments Experience April 2006 - June 2007
Job Account Manager at BlackRock
Industry Financial Services
Experience
BlackRock March 2010 - Present
BlackRock June 2007 - March 2010
Fisher Investments April 2006 - June 2007
Fisher Investments April 2004 - April 2006
Skills
Equities, Asset Management, Fixed Income, Investments, Portfolio Management, Hedge Funds, Financial Services, Alternative Investments, Mutual Funds, Bloomberg, Relationship Management, Account Management, Asset Allocation, Series 7, Series 63, 401k, Investment Management, FINRA, Retirement Planning, Wealth Management
Education
University of California, Berkeley 2000 — 2004
Political Science, Political Science and Government
BlackRock March 2010 - Present
BlackRock June 2007 - March 2010
Fisher Investments April 2006 - June 2007
Fisher Investments April 2004 - April 2006
Skills
Equities, Asset Management, Fixed Income, Investments, Portfolio Management, Hedge Funds, Financial Services, Alternative Investments, Mutual Funds, Bloomberg, Relationship Management, Account Management, Asset Allocation, Series 7, Series 63, 401k, Investment Management, FINRA, Retirement Planning, Wealth Management
Education
University of California, Berkeley 2000 — 2004
Political Science, Political Science and Government
Gloria Zhu's Fisher Investments Experience June 2011 - August 2011
Job Operations at LendUp
Industry Internet
Experience
LendUp November 2014 - Present
MyTime January 2014 - October 2014
Nutmeg May 2012 - August 2012
BlackRock June 2011 - September 2011
Fisher Investments June 2011 - August 2011
Merrill Lynch September 2009 - January 2010
Skills
Project Management, Data Analysis, Start-ups, Strategic Planning, Strategy, Business Development, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Salesforce.com, Customer Insight, Adobe Creative Suite, Proposal Writing, SEO, Brand Ambassadorship, Market Research, Recruiting, Film Production, Film Editing, Fundraising, Sales, Social Networking, Social Media Marketing, Vendor Management, Sales Operations, Cloud Storage, Product Marketing, Qualitative Research, Training, Product Management, Social Media
Education
University of California, Berkeley 2010 — 2013
Bachelor's degree
Castro Valley High 2005 — 2009
LendUp November 2014 - Present
MyTime January 2014 - October 2014
Nutmeg May 2012 - August 2012
BlackRock June 2011 - September 2011
Fisher Investments June 2011 - August 2011
Merrill Lynch September 2009 - January 2010
Skills
Project Management, Data Analysis, Start-ups, Strategic Planning, Strategy, Business Development, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Salesforce.com, Customer Insight, Adobe Creative Suite, Proposal Writing, SEO, Brand Ambassadorship, Market Research, Recruiting, Film Production, Film Editing, Fundraising, Sales, Social Networking, Social Media Marketing, Vendor Management, Sales Operations, Cloud Storage, Product Marketing, Qualitative Research, Training, Product Management, Social Media
Education
University of California, Berkeley 2010 — 2013
Bachelor's degree
Castro Valley High 2005 — 2009
Dylan Marks Dylan Marks's Fisher Investments Experience June 2015 - Present
Job Business Development Executive at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2015 - Present
Fisher Investments December 2014 - June 2015
Fisher Investments March 2013 - December 2014
Berkeley Consulting December 2010 - May 2012
Biomechanics Laboratory September 2010 - August 2011
Education
University of California, Berkeley 2008 — 2012
B.A, Integrative Biology
Fisher Investments June 2015 - Present
Fisher Investments December 2014 - June 2015
Fisher Investments March 2013 - December 2014
Berkeley Consulting December 2010 - May 2012
Biomechanics Laboratory September 2010 - August 2011
Education
University of California, Berkeley 2008 — 2012
B.A, Integrative Biology
Edward Nehamkin's Fisher Investments Experience July 2015 - September 2015
Job Fisher Investments
Industry Investment Management
Experience
Fisher Investments July 2015 - September 2015
Ambrosia March 2015 - July 2015
Skills
Microsoft Excel, Management, Microsoft Office, Customer Service, Project Management, Leadership, Strategic Planning, Sales, Microsoft Word, Team Leadership, Social Networking, Public Speaking, PowerPoint, Social Media, Teamwork, Event Planning, Time Management, Facebook, Marketing
Education
University of California, Davis 2014 — 2018
Business/Managerial Economics, Freshman
Mountain View High School
Fisher Investments July 2015 - September 2015
Ambrosia March 2015 - July 2015
Skills
Microsoft Excel, Management, Microsoft Office, Customer Service, Project Management, Leadership, Strategic Planning, Sales, Microsoft Word, Team Leadership, Social Networking, Public Speaking, PowerPoint, Social Media, Teamwork, Event Planning, Time Management, Facebook, Marketing
Education
University of California, Davis 2014 — 2018
Business/Managerial Economics, Freshman
Mountain View High School
Tacy Traverso Tacy Traverso's Fisher Investments Experience September 2014 - Present
Job Business Development Executive, 401(k) Solutions at Fisher Investment
Industry Financial Services
Experience
Fisher Investments September 2014 - Present
Fisher Investments April 2013 - September 2014
Saul's Delicatessen & Restaurant January 2011 - March 2013
Checkster July 2010 - December 2010
Saul's Restaurant and Delicatessen July 2009 - August 2010
Checkster November 2007 - February 2008
GenerXsales 2007 - 2008
Spotzer Media, Inc. May 2007 - November 2007
Balanced Scorecard Collaborative May 2006 - May 2007
Safron Systems, LLC August 2004 - April 2005
Skills
Salesforce.com, Sales Process, Business Development, CRM, Cold Calling, Sales, Selling, SaaS, Lead Generation, Sales Management, Account Management, Marketing, Management, Business Services, Strategic Partnerships, B2B, Recruiting, Selling Skills, Direct Sales, Investments, Training, Miller Heiman, Miller-Heiman Strategic..., Consultative Selling..., Sales Funnel..., C-Level Engagements, Series 65
Education
University of California, Berkeley 2011 — 2013
Bachelor's degree, Rhetoric
University of California, Davis 2009 — 2009
Evolutionary Anthropology, Evolutionary Anthropology
Berkeley City College 2006 — 2009
GE credits, General Studies
Miller Heiman, Inc. 2000 — 2005
Strategic Selling
Miller Heiman, Inc. 2000 — 2005
LAMP (Large Account Management Process)
Miller Heiman, Inc. 1999 — 2005
Conceptual Selling, Selling Skills and Sales Operations
Bishop O'Dowd High School, College Prep 1991 — 1995
College Prep, Art Emphasis
Fisher Investments September 2014 - Present
Fisher Investments April 2013 - September 2014
Saul's Delicatessen & Restaurant January 2011 - March 2013
Checkster July 2010 - December 2010
Saul's Restaurant and Delicatessen July 2009 - August 2010
Checkster November 2007 - February 2008
GenerXsales 2007 - 2008
Spotzer Media, Inc. May 2007 - November 2007
Balanced Scorecard Collaborative May 2006 - May 2007
Safron Systems, LLC August 2004 - April 2005
Skills
Salesforce.com, Sales Process, Business Development, CRM, Cold Calling, Sales, Selling, SaaS, Lead Generation, Sales Management, Account Management, Marketing, Management, Business Services, Strategic Partnerships, B2B, Recruiting, Selling Skills, Direct Sales, Investments, Training, Miller Heiman, Miller-Heiman Strategic..., Consultative Selling..., Sales Funnel..., C-Level Engagements, Series 65
Education
University of California, Berkeley 2011 — 2013
Bachelor's degree, Rhetoric
University of California, Davis 2009 — 2009
Evolutionary Anthropology, Evolutionary Anthropology
Berkeley City College 2006 — 2009
GE credits, General Studies
Miller Heiman, Inc. 2000 — 2005
Strategic Selling
Miller Heiman, Inc. 2000 — 2005
LAMP (Large Account Management Process)
Miller Heiman, Inc. 1999 — 2005
Conceptual Selling, Selling Skills and Sales Operations
Bishop O'Dowd High School, College Prep 1991 — 1995
College Prep, Art Emphasis
Chris Swany, CFA Chris Swany, CFA's Fisher Investments Experience March 2002 - Present
Job Vice President, Senior Relationship Manager, Portfolio Specialist at Fisher Investments Institutional Group
Industry Financial Services
Experience
Fisher Investments March 2002 - Present
Education
University of California, Davis
Economics
Fisher Investments March 2002 - Present
Education
University of California, Davis
Economics
Jon Shakill Jon Shakill's Fisher Investments Experience September 2007 - January 2009
Job Communications Professional: Editor, Writer, Publicist, Marketer & Promoter
Industry Public Relations and Communications
Experience
Experian Consumer Services September 2015 - Present
Tightrope Entertainment May 2013 - April 2015
Cigar & Spirits Magazine February 2011 - September 2014
Canterbury Consulting February 2010 - January 2011
Freelance Writer February 2009 - January 2010
Fisher Investments September 2007 - January 2009
Lieberman Research Worldwide June 2006 - August 2006
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Mass Communications, Political Science
Ecole Supérieure du Commerce Extérieur
Study Abroad - Paris, France, International Business & Management
Experian Consumer Services September 2015 - Present
Tightrope Entertainment May 2013 - April 2015
Cigar & Spirits Magazine February 2011 - September 2014
Canterbury Consulting February 2010 - January 2011
Freelance Writer February 2009 - January 2010
Fisher Investments September 2007 - January 2009
Lieberman Research Worldwide June 2006 - August 2006
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Mass Communications, Political Science
Ecole Supérieure du Commerce Extérieur
Study Abroad - Paris, France, International Business & Management
Erika Lawrence's Fisher Investments Experience July 2005 - June 2006
Job Director at Visa
Industry Information Technology and Services
Experience
Visa July 2006 - Present
Fisher Investments July 2005 - June 2006
Visa February 2002 - July 2005
Alliance Capital Management April 2001 - December 2001
TradeCard February 2001 - April 2001
Centre Solutions May 1998 - December 2000
Pfizer January 1998 - May 1998
GE February 1997 - November 1997
Pitney Bowes November 1996 - January 1997
Purdue Frederick September 1996 - November 1996
Skills
Data Warehousing, Data Modeling, Databases, Database Design, Business Intelligence, Data Migration, Microsoft SQL Server, Analytics, Management, Big Data, CRM, Data Architecture, Software Project..., Mobile Payments, Information Architecture, OLAP, Leadership, Scalability, SaaS, Database Engine Tuning..., Requirements Workshops, OLTP, Data Mining, Data Science
Education
UC Berkeley 1987 — 1991
Bachelors, Psychology, Computer Science
University of California, Berkeley 1987 — 1991
BS
Visa July 2006 - Present
Fisher Investments July 2005 - June 2006
Visa February 2002 - July 2005
Alliance Capital Management April 2001 - December 2001
TradeCard February 2001 - April 2001
Centre Solutions May 1998 - December 2000
Pfizer January 1998 - May 1998
GE February 1997 - November 1997
Pitney Bowes November 1996 - January 1997
Purdue Frederick September 1996 - November 1996
Skills
Data Warehousing, Data Modeling, Databases, Database Design, Business Intelligence, Data Migration, Microsoft SQL Server, Analytics, Management, Big Data, CRM, Data Architecture, Software Project..., Mobile Payments, Information Architecture, OLAP, Leadership, Scalability, SaaS, Database Engine Tuning..., Requirements Workshops, OLTP, Data Mining, Data Science
Education
UC Berkeley 1987 — 1991
Bachelors, Psychology, Computer Science
University of California, Berkeley 1987 — 1991
BS
Fred Schobert's Fisher Investments Experience June 2014 - Present
Job Senior Account Executive and Registered Investment Advisor with extensive knowledge in capital markets
Industry Investment Management
Experience
Fisher Investments June 2014 - Present
Fisher Investments June 2011 - June 2014
Wireless Advocates 2011 - June 2011
Six Flags June 2010 - December 2010
Skills
Sales
Education
University of California, Davis 2005 — 2009
2 Bachelor of Arts, Sociology: Organizational Studies and Communications
Deer Valley High School
Diploma
Fisher Investments June 2014 - Present
Fisher Investments June 2011 - June 2014
Wireless Advocates 2011 - June 2011
Six Flags June 2010 - December 2010
Skills
Sales
Education
University of California, Davis 2005 — 2009
2 Bachelor of Arts, Sociology: Organizational Studies and Communications
Deer Valley High School
Diploma
Damon Nelson's Fisher Investments Experience March 2004 - Present
Job Investment Counselor at Fisher Investments
Industry Investment Management
Experience
Fisher Investments March 2004 - Present
Montgomery Asset Management March 1997 - May 2003
American Express Financial Advisors February 1994 - June 1996
Education
University of California, Davis 1988 — 1993
BS, Managerial Economics
Fisher Investments March 2004 - Present
Montgomery Asset Management March 1997 - May 2003
American Express Financial Advisors February 1994 - June 1996
Education
University of California, Davis 1988 — 1993
BS, Managerial Economics
Mary Innes, PHR's Fisher Investments Experience January 2006 - October 2010
Job Sr. Benefits Manager at GLOBALFOUNDRIES
Industry Human Resources
Experience
GLOBALFOUNDRIES October 2010 - Present
Fisher Investments January 2006 - October 2010
EDAW, Inc. August 2003 - January 2006
Robertson Stephens 1997 - 2002
Skills
Employee Benefits, Human Resources, Benefits Administration, HRIS, Onboarding, Employee Relations, PeopleSoft, Deferred Compensation, Talent Acquisition, Talent Management
Education
University of California, Berkeley
GLOBALFOUNDRIES October 2010 - Present
Fisher Investments January 2006 - October 2010
EDAW, Inc. August 2003 - January 2006
Robertson Stephens 1997 - 2002
Skills
Employee Benefits, Human Resources, Benefits Administration, HRIS, Onboarding, Employee Relations, PeopleSoft, Deferred Compensation, Talent Acquisition, Talent Management
Education
University of California, Berkeley
Betty Siu's Fisher Investments Experience 2007 - 2007
Job Senior Compensation Consultant at VMware
Industry Computer Software
Experience
VMware 2014 - Present
GLOBALFOUNDRIES 2010 - 2014
Rovi 2009 - 2010
Applied Materials 2007 - 2009
Fisher Investments 2007 - 2007
Applied Materials 2000 - 2007
Skills
Compensation & Benefit, Job Analysis, Human Resources, Deferred Compensation, HRIS, Global Compensation, Applicant Tracking..., Succession Planning, Executive Pay, Workforce Planning, Employee Benefits, Organizational Design
Education
University of California, Berkeley
Bachelor of Arts (B.A.)
VMware 2014 - Present
GLOBALFOUNDRIES 2010 - 2014
Rovi 2009 - 2010
Applied Materials 2007 - 2009
Fisher Investments 2007 - 2007
Applied Materials 2000 - 2007
Skills
Compensation & Benefit, Job Analysis, Human Resources, Deferred Compensation, HRIS, Global Compensation, Applicant Tracking..., Succession Planning, Executive Pay, Workforce Planning, Employee Benefits, Organizational Design
Education
University of California, Berkeley
Bachelor of Arts (B.A.)
Alan Ting's Fisher Investments Experience November 2013 - Present
Job Making processes, projects and people more efficient
Industry Internet
Experience
Fisher Investments November 2013 - Present
ROI DNA July 2013 - November 2013
Cako November 2011 - June 2013
Adteractive January 2009 - April 2012
Adteractive (formerly NextClick Media) June 2007 - January 2009
Quintiles April 2002 - May 2007
Quintiles April 2001 - March 2002
Education
University of California, Berkeley
Bachelor's degree
Fisher Investments November 2013 - Present
ROI DNA July 2013 - November 2013
Cako November 2011 - June 2013
Adteractive January 2009 - April 2012
Adteractive (formerly NextClick Media) June 2007 - January 2009
Quintiles April 2002 - May 2007
Quintiles April 2001 - March 2002
Education
University of California, Berkeley
Bachelor's degree
Jill Hitchcock's Fisher Investments Experience 1999 - Present
Job Executive Vice President, Private Client Services
Industry Financial Services
Experience
Fisher Investments 1999 - Present
Education
University of California, Berkeley 1995 — 1999
Fisher Investments 1999 - Present
Education
University of California, Berkeley 1995 — 1999
Frank Lee's Fisher Investments Experience May 2010 - March 2012
Job Manager, Partner Development/Inside Sales
Industry Computer Software
Experience
Searchmetrics February 2014 - Present
BrightEdge April 2012 - February 2014
Fisher Investments May 2010 - March 2012
Harris & Associates February 2007 - August 2009
Skills
CRM, Lead Generation, Salesforce.com, Online Marketing, Digital Marketing, Social Media Marketing, Web Analytics, Cold Calling, Account Management, Marketing, SaaS, Email Marketing, SEO, Google Analytics
Education
University of California, Berkeley 1996 — 2001
Bachelor's degree, Legal Studies
Searchmetrics February 2014 - Present
BrightEdge April 2012 - February 2014
Fisher Investments May 2010 - March 2012
Harris & Associates February 2007 - August 2009
Skills
CRM, Lead Generation, Salesforce.com, Online Marketing, Digital Marketing, Social Media Marketing, Web Analytics, Cold Calling, Account Management, Marketing, SaaS, Email Marketing, SEO, Google Analytics
Education
University of California, Berkeley 1996 — 2001
Bachelor's degree, Legal Studies
Mona (Lee) Tseng's Fisher Investments Experience December 2005 - December 2006
Job Leadership Recruiter Product Management at Facebook
Industry Staffing and Recruiting
Experience
Facebook June 2015 - Present
Amazon August 2012 - June 2015
The Sage Group (formerly Sage Consulting Associates) May 2009 - August 2012
The Sage Group (formerly Sage Consulting Associates) December 2007 - April 2009
Google, Inc. January 2007 - December 2007
Fisher Investments December 2005 - December 2006
Fisher Investments December 2002 - December 2005
Fisher Investments August 2001 - December 2002
Skills
Product Management, Executive Search, Technical Recruiting, Applicant Tracking..., Recruiting, Customer Retention, Internet Recruiting, Talent Acquisition, Leadership, Onboarding, Sourcing, Account Management, Vendor Management, SDLC, Management, Employee Relations, Business Development, Human Resources, Temporary Placement, Talent Management, CRM, Hiring, Financial Services, Performance Management, Start-ups, Lead Generation, Strategy, Strategic Partnerships, Cross-functional Team..., Process Improvement, Market Research, Training, Consulting, College Recruiting, Interviews, SaaS, Contract Recruitment, Staffing Services, Search
Education
University of California, Davis 1994 — 1999
Bachelor of Arts (B.A.), Psychology, Minor in Managerial Economics
Castilleja
Facebook June 2015 - Present
Amazon August 2012 - June 2015
The Sage Group (formerly Sage Consulting Associates) May 2009 - August 2012
The Sage Group (formerly Sage Consulting Associates) December 2007 - April 2009
Google, Inc. January 2007 - December 2007
Fisher Investments December 2005 - December 2006
Fisher Investments December 2002 - December 2005
Fisher Investments August 2001 - December 2002
Skills
Product Management, Executive Search, Technical Recruiting, Applicant Tracking..., Recruiting, Customer Retention, Internet Recruiting, Talent Acquisition, Leadership, Onboarding, Sourcing, Account Management, Vendor Management, SDLC, Management, Employee Relations, Business Development, Human Resources, Temporary Placement, Talent Management, CRM, Hiring, Financial Services, Performance Management, Start-ups, Lead Generation, Strategy, Strategic Partnerships, Cross-functional Team..., Process Improvement, Market Research, Training, Consulting, College Recruiting, Interviews, SaaS, Contract Recruitment, Staffing Services, Search
Education
University of California, Davis 1994 — 1999
Bachelor of Arts (B.A.), Psychology, Minor in Managerial Economics
Castilleja
Sandy He's Fisher Investments Experience 2002 - 2004
Job Mutual Funds Associate at Dodge & Cox
Industry Financial Services
Experience
Dodge & Cox March 2005 - Present
Fisher Investments 2002 - 2004
Fisher Investments 2002 - 2004
Education
University of California, Berkeley 1997 — 2002
Dodge & Cox March 2005 - Present
Fisher Investments 2002 - 2004
Fisher Investments 2002 - 2004
Education
University of California, Berkeley 1997 — 2002
Jason Bilardello's Fisher Investments Experience April 2014 - Present
Job Vice President Enterprise Initiatives at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2014 - Present
Fisher Investments March 2012 - April 2014
Fisher Investments December 2010 - March 2012
Fisher Investments September 2006 - December 2010
Applied Biosystems July 2005 - September 2006
Applied Biosystems May 2004 - July 2005
Applied Biosystems June 2002 - May 2004
Applied Biosystems April 2001 - June 2002
Education
University of California, Davis 1997 — 2000
BS, Genetics
Fisher Investments April 2014 - Present
Fisher Investments March 2012 - April 2014
Fisher Investments December 2010 - March 2012
Fisher Investments September 2006 - December 2010
Applied Biosystems July 2005 - September 2006
Applied Biosystems May 2004 - July 2005
Applied Biosystems June 2002 - May 2004
Applied Biosystems April 2001 - June 2002
Education
University of California, Davis 1997 — 2000
BS, Genetics
Derrick Quach's Fisher Investments Experience June 2008 - January 2009
Job Pilot at US Army
Industry Financial Services
Experience
US Army December 2010 - Present
UC Berkeley 2009 - Present
Fisher Investments June 2008 - January 2009
Skills
Microsoft Office, Microsoft Excel
Education
University of California, Berkeley 2004 — 2008
US Army December 2010 - Present
UC Berkeley 2009 - Present
Fisher Investments June 2008 - January 2009
Skills
Microsoft Office, Microsoft Excel
Education
University of California, Berkeley 2004 — 2008
Cameron Young's Fisher Investments Experience May 2008 - November 2008
Job Reseller Operations at Apple
Industry Consumer Electronics
Experience
Apple July 2015 - Present
Apple October 2012 - July 2015
Gap Inc./Old Navy August 2011 - October 2012
The Ginger People January 2011 - August 2011
The Ginger People October 2009 - January 2011
Fisher Investments May 2008 - November 2008
UC Davis Campus Unions September 2007 - January 2008
UC Davis Campus Recreation August 2006 - September 2007
Skills
Forecasting, Inventory Management, Supply Chain Management, Financial Analysis, Project Coordination, Strategy, Microsoft Excel, Microsoft Office, Marketing Strategy, Retail, Data Analysis, Customer Service, Access, Project Planning, Supply Chain, Cross-functional Team..., Sales, Sales Operations, Management, Budgets, Analysis, Marketing, Purchasing, Logistics, Merchandising
Education
University of California, Davis
BA
Apple July 2015 - Present
Apple October 2012 - July 2015
Gap Inc./Old Navy August 2011 - October 2012
The Ginger People January 2011 - August 2011
The Ginger People October 2009 - January 2011
Fisher Investments May 2008 - November 2008
UC Davis Campus Unions September 2007 - January 2008
UC Davis Campus Recreation August 2006 - September 2007
Skills
Forecasting, Inventory Management, Supply Chain Management, Financial Analysis, Project Coordination, Strategy, Microsoft Excel, Microsoft Office, Marketing Strategy, Retail, Data Analysis, Customer Service, Access, Project Planning, Supply Chain, Cross-functional Team..., Sales, Sales Operations, Management, Budgets, Analysis, Marketing, Purchasing, Logistics, Merchandising
Education
University of California, Davis
BA
Saje (Satjeev) Hothi Sandhu's Fisher Investments Experience 2009 - 2010
Job CoFounder, Bellashoot
Industry Online Media
Experience
Bellashoot LLC. 2012 - Present
S A J E 2010 - 2012
Fisher Investments 2009 - 2010
Fisher Investments 2006 - 2009
Fisher Investments 2004 - 2006
Skills
Sales, Social Media, Online Advertising, Marketing, Customer Service, Business Development, Social Media Marketing, Sales Management, Marketing Strategy, Digital Marketing, Project Management, Email Marketing, Social Networking, Online Marketing, Operations Management, Analytics, Brand Development, Brand Management, Graphic Design, Web Design, New Business Development, Google Analytics, Outsourcing, Strategic Planning, Strategic Partnerships, User Experience, User Interface Design, Video Production, Lead Generation, Entrepreneurship, Start-ups, Management
Education
University of California, Davis 1999 — 2003
Bachelor of Arts (B.A.), Pyschology; Communications
Bellashoot LLC. 2012 - Present
S A J E 2010 - 2012
Fisher Investments 2009 - 2010
Fisher Investments 2006 - 2009
Fisher Investments 2004 - 2006
Skills
Sales, Social Media, Online Advertising, Marketing, Customer Service, Business Development, Social Media Marketing, Sales Management, Marketing Strategy, Digital Marketing, Project Management, Email Marketing, Social Networking, Online Marketing, Operations Management, Analytics, Brand Development, Brand Management, Graphic Design, Web Design, New Business Development, Google Analytics, Outsourcing, Strategic Planning, Strategic Partnerships, User Experience, User Interface Design, Video Production, Lead Generation, Entrepreneurship, Start-ups, Management
Education
University of California, Davis 1999 — 2003
Bachelor of Arts (B.A.), Pyschology; Communications
Caroline Lan, Certified Tech Communicator, CIA's Fisher Investments Experience May 2005 - August 2005
Job Senior Compliance Analyst at Edwards Lifesciences
Industry Writing and Editing
Experience
Edwards Lifesciences November 2012 - Present
Freelance Technical Writing April 2011 - Present
Edwards Lifesciences May 2008 - November 2012
Protiviti 2006 - 2008
Fisher Investments May 2005 - August 2005
Skills
Technical Writing, Visio, Microsoft Excel, Internal Audit, PowerPoint, Microsoft Word, Microsoft Office, Proofreading, Outlook, Editing, Finance, Content Management, Accounting, Sarbanes-Oxley Act, Project Management, Healthcare, Copy Editing
Education
University of California, San Diego 2011 — 2012
Technical Communication Certificate, Technical communication/writing, Cumulative GPA: 4.0
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
BS, Business Administration, Cumulative GPA 3.906
Edwards Lifesciences November 2012 - Present
Freelance Technical Writing April 2011 - Present
Edwards Lifesciences May 2008 - November 2012
Protiviti 2006 - 2008
Fisher Investments May 2005 - August 2005
Skills
Technical Writing, Visio, Microsoft Excel, Internal Audit, PowerPoint, Microsoft Word, Microsoft Office, Proofreading, Outlook, Editing, Finance, Content Management, Accounting, Sarbanes-Oxley Act, Project Management, Healthcare, Copy Editing
Education
University of California, San Diego 2011 — 2012
Technical Communication Certificate, Technical communication/writing, Cumulative GPA: 4.0
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
BS, Business Administration, Cumulative GPA 3.906
Aga Brazil-Linsky's Fisher Investments Experience April 2004 - May 2006
Job Vice President
Industry Financial Services
Experience
Falcon Bridge Capital May 2006 - Present
FISHER INVESTMENTS April 2004 - May 2006
WELLS FARGO February 2003 - April 2004
Skills
Portfolio Management, Fixed Income
Education
University of California, Berkeley, Haas School of Business 2000 — 2002
BS
Falcon Bridge Capital May 2006 - Present
FISHER INVESTMENTS April 2004 - May 2006
WELLS FARGO February 2003 - April 2004
Skills
Portfolio Management, Fixed Income
Education
University of California, Berkeley, Haas School of Business 2000 — 2002
BS
Bridget Kyle's Fisher Investments Experience July 2008 - November 2008
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Teach For America June 2010 - July 2014
The Corporate Executive Board October 2009 - May 2010
The Corporate Executive Board January 2009 - October 2009
Fisher Investments July 2008 - November 2008
Education
UNC Charlotte 2010 — 2012
M.A., Teaching, Concentration in Secondary Science
University of California, Berkeley 2004 — 2008
B.A., Psychology
Vanguard August 2014 - Present
Teach For America June 2010 - July 2014
The Corporate Executive Board October 2009 - May 2010
The Corporate Executive Board January 2009 - October 2009
Fisher Investments July 2008 - November 2008
Education
UNC Charlotte 2010 — 2012
M.A., Teaching, Concentration in Secondary Science
University of California, Berkeley 2004 — 2008
B.A., Psychology
Magda Besser's Fisher Investments Experience January 2015 - Present
Job Investment Counselor Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
Skills
Financial Analysis, Client Relations Skills, Client Education, Manage Client..., Employee Training, Financial Markets, Financial Services, Establish & Maintain..., Customer Retention, Relationship Management, Long-term Customer..., Wealth Management, Wealth Management..., High Net Worth...
Education
2015 Level I Candidate in the CFA Program
University of California, Davis
Bachelor of Science (BS), Managerial Economics
Fisher Investments January 2015 - Present
Skills
Financial Analysis, Client Relations Skills, Client Education, Manage Client..., Employee Training, Financial Markets, Financial Services, Establish & Maintain..., Customer Retention, Relationship Management, Long-term Customer..., Wealth Management, Wealth Management..., High Net Worth...
Education
2015 Level I Candidate in the CFA Program
University of California, Davis
Bachelor of Science (BS), Managerial Economics
Katie Canright's Fisher Investments Experience February 2010 - March 2012
Job Production Coordinator at Straight Up Films, Disorderly Conduct
Industry Entertainment
Experience
Straight Up Films November 2012 - Present
Disorderly Conduct 2015 - 2015
Disorderly Conduct, LLC 2013 - 2015
Fisher Investments February 2010 - March 2012
Fisher Investments January 2009 - February 2010
Fisher Investments 2007 - 2010
Fisher Investments 2004 - 2007
Skills
New Business Development, Financial Services, Business Development, Competitive Analysis, Market Research, Marketing, Business Strategy, Marketing Strategy, Sales Process, Leadership, Sales Operations, Start-ups
Education
University of California, Berkeley 1997 — 2001
Bachelor of Arts (B.A.), Political Science
Newport Harbor High School
Straight Up Films November 2012 - Present
Disorderly Conduct 2015 - 2015
Disorderly Conduct, LLC 2013 - 2015
Fisher Investments February 2010 - March 2012
Fisher Investments January 2009 - February 2010
Fisher Investments 2007 - 2010
Fisher Investments 2004 - 2007
Skills
New Business Development, Financial Services, Business Development, Competitive Analysis, Market Research, Marketing, Business Strategy, Marketing Strategy, Sales Process, Leadership, Sales Operations, Start-ups
Education
University of California, Berkeley 1997 — 2001
Bachelor of Arts (B.A.), Political Science
Newport Harbor High School
Gigi Shum's Fisher Investments Experience November 2004 - May 2006
Job Institutional Custody Services at Union Bank
Industry Investment Management
Experience
HighMark Capital Management (MUFG Union Bank) September 2012 - Present
Union Bank October 2009 - August 2012
First Republic Inv. Mgmt. June 2007 - October 2008
RCM May 2006 - June 2007
Fisher Investments November 2004 - May 2006
Education
University of California, Davis 2002 — 2004
BS, Mathematics
HighMark Capital Management (MUFG Union Bank) September 2012 - Present
Union Bank October 2009 - August 2012
First Republic Inv. Mgmt. June 2007 - October 2008
RCM May 2006 - June 2007
Fisher Investments November 2004 - May 2006
Education
University of California, Davis 2002 — 2004
BS, Mathematics
Joseph Fahr's Fisher Investments Experience September 2007 - August 2009
Job VP of Marketing at FutureAdvisor Investment Management for Everyone (We're Hiring!)
Industry Marketing and Advertising
Experience
FutureAdvisor - Investment Management for Everyone (We're Hiring!) April 2015 - Present
FutureAdvisor - Investment Management for Everyone June 2014 - April 2015
Personal Capital October 2011 - June 2014
AKQA January 2011 - October 2011
ForwardPro Partners July 2010 - February 2011
AKQA April 2010 - January 2011
Wunderman August 2009 - April 2010
Fisher Investments September 2007 - August 2009
Citigroup September 2005 - February 2007
Skills
Predictive Modeling, Strategic Planning, Database Admin, Mobile Analytics, Social Analytics, Analytics, Web Analytics, Omniture, Digital Marketing, Online Advertising, SEM, Google Analytics, Email Marketing, Statistical Data..., Entrepreneurship, Consumer Insight, Lead Generation, Direct Marketing, User Experience, Strategy, Segmentation, CRM, Marketing, Management
Education
University of California, Berkeley 2003 — 2007
BA, Mathematics
FutureAdvisor - Investment Management for Everyone (We're Hiring!) April 2015 - Present
FutureAdvisor - Investment Management for Everyone June 2014 - April 2015
Personal Capital October 2011 - June 2014
AKQA January 2011 - October 2011
ForwardPro Partners July 2010 - February 2011
AKQA April 2010 - January 2011
Wunderman August 2009 - April 2010
Fisher Investments September 2007 - August 2009
Citigroup September 2005 - February 2007
Skills
Predictive Modeling, Strategic Planning, Database Admin, Mobile Analytics, Social Analytics, Analytics, Web Analytics, Omniture, Digital Marketing, Online Advertising, SEM, Google Analytics, Email Marketing, Statistical Data..., Entrepreneurship, Consumer Insight, Lead Generation, Direct Marketing, User Experience, Strategy, Segmentation, CRM, Marketing, Management
Education
University of California, Berkeley 2003 — 2007
BA, Mathematics
Russell Kairouz's Fisher Investments Experience September 2007 - May 2009
Job Vice President, Regional Director External Wholesaler
Industry Investment Banking
Experience
Hatteras Funds January 2015 - Present
JPMorgan Chase & Co. November 2010 - December 2014
JPMorgan Chase & Co. November 2010 - October 2011
Advanced Equities January 2010 - August 2010
Fisher Investments September 2007 - May 2009
Wells Fargo Bank December 2006 - September 2007
Merrill Lynch September 2005 - December 2006
USFS May 2005 - September 2005
Skills
Leadership, Marketing, Sales, Venture Capital, Investments, CRM, Finance, Sales Process, Cold Calling, Marketing Strategy, Customer Service
Education
University of California, Davis 2002 — 2006
B.A., Communication/Managerial Economics
Hatteras Funds January 2015 - Present
JPMorgan Chase & Co. November 2010 - December 2014
JPMorgan Chase & Co. November 2010 - October 2011
Advanced Equities January 2010 - August 2010
Fisher Investments September 2007 - May 2009
Wells Fargo Bank December 2006 - September 2007
Merrill Lynch September 2005 - December 2006
USFS May 2005 - September 2005
Skills
Leadership, Marketing, Sales, Venture Capital, Investments, CRM, Finance, Sales Process, Cold Calling, Marketing Strategy, Customer Service
Education
University of California, Davis 2002 — 2006
B.A., Communication/Managerial Economics
Charles Reed's Fisher Investments Experience December 2008 - January 2010
Job Vice President, Fixed Income Institutional Solutions, Societe Generale
Industry Banking
Experience
Société Générale July 2015 - Present
BNP Paribas April 2013 - June 2015
BNP Paribas October 2012 - January 2013
Fisher Investments December 2008 - January 2010
Fisher Investments July 2008 - December 2008
Fisher Investments July 2007 - July 2008
Fisher Investments June 2006 - August 2006
Skills
Equities, Portfolio Management, Investments, Capital Markets, Research, Financial Markets, Risk Management, Trading, Analysis, Financial Modeling, Bloomberg, Financial Services, Financial Risk, Economics, Fixed Income
Education
University of California
Master of Financial Engineering
CFA Institute
University of Southern California
Bachelor of Science, Business Investments and Financial Markets
Société Générale July 2015 - Present
BNP Paribas April 2013 - June 2015
BNP Paribas October 2012 - January 2013
Fisher Investments December 2008 - January 2010
Fisher Investments July 2008 - December 2008
Fisher Investments July 2007 - July 2008
Fisher Investments June 2006 - August 2006
Skills
Equities, Portfolio Management, Investments, Capital Markets, Research, Financial Markets, Risk Management, Trading, Analysis, Financial Modeling, Bloomberg, Financial Services, Financial Risk, Economics, Fixed Income
Education
University of California
Master of Financial Engineering
CFA Institute
University of Southern California
Bachelor of Science, Business Investments and Financial Markets
Bruce Mandel's Fisher Investments Experience 2001 - Present
Job Regional Vice President
Industry Financial Services
Experience
Fisher Investments 2001 - Present
Wells Fargo 1993 - 2000
Schenider National 1982 - 1985
Education
Del Campo High School
Del Campo High School
University of California, Davis
Bachelor of Science (BS), Environmental Engineering
Fisher Investments 2001 - Present
Wells Fargo 1993 - 2000
Schenider National 1982 - 1985
Education
Del Campo High School
Del Campo High School
University of California, Davis
Bachelor of Science (BS), Environmental Engineering
Raymond Riley, PMP's Fisher Investments Experience July 2005 - November 2005
Job Program Manager at Visionary Integration Professionals (VIP)
Industry Information Technology and Services
Experience
Visionary Integration Professionals (VIP) September 2015 - Present
Natoma Technologies, Inc. November 2010 - August 2015
Intel July 2010 - November 2010
McLaren Software March 2008 - March 2010
Coastline Technology Consulting, Inc. December 2005 - February 2008
Fisher Investments July 2005 - November 2005
EDFUND March 2002 - June 2005
Franklin Templeton Investments November 1996 - February 2002
Skills
Requirements Gathering, Requirements Analysis, Enterprise Software, Software Project..., Project Management, Databases, SDLC, Process Improvement, Program Management, ITIL, Data Center, Analysis, Management, Integration, Change Management, Testing, Business Intelligence, Visio, PMP, CRM, Agile Project Management, ERP, Enterprise Content..., Scrum, CMMI, Financial Analysis, Finance, Series 6
Education
University of California, Davis 1991 — 1996
B.A., English, Rhetoric & Communication (double major)
Visionary Integration Professionals (VIP) September 2015 - Present
Natoma Technologies, Inc. November 2010 - August 2015
Intel July 2010 - November 2010
McLaren Software March 2008 - March 2010
Coastline Technology Consulting, Inc. December 2005 - February 2008
Fisher Investments July 2005 - November 2005
EDFUND March 2002 - June 2005
Franklin Templeton Investments November 1996 - February 2002
Skills
Requirements Gathering, Requirements Analysis, Enterprise Software, Software Project..., Project Management, Databases, SDLC, Process Improvement, Program Management, ITIL, Data Center, Analysis, Management, Integration, Change Management, Testing, Business Intelligence, Visio, PMP, CRM, Agile Project Management, ERP, Enterprise Content..., Scrum, CMMI, Financial Analysis, Finance, Series 6
Education
University of California, Davis 1991 — 1996
B.A., English, Rhetoric & Communication (double major)
Eric Tompkins's Fisher Investments Experience September 2013 - July 2015
Job
Industry Financial Services
Experience
Fisher Investments September 2013 - July 2015
Fisher Investments July 2011 - September 2013
Allianz Global Investors Capital June 2008 - August 2010
CB Richard Ellis June 2006 - August 2006
Skills
Financial Modeling, Equities, Bloomberg, Microsoft Excel, Financial Analysis
Education
University of California, Berkeley 2007 — 2010
Political Economy, Spanish Language & Literature, Spanish Linguistics
Academia Internacional de Lenguas, Madrid
Student
Fisher Investments September 2013 - July 2015
Fisher Investments July 2011 - September 2013
Allianz Global Investors Capital June 2008 - August 2010
CB Richard Ellis June 2006 - August 2006
Skills
Financial Modeling, Equities, Bloomberg, Microsoft Excel, Financial Analysis
Education
University of California, Berkeley 2007 — 2010
Political Economy, Spanish Language & Literature, Spanish Linguistics
Academia Internacional de Lenguas, Madrid
Student
Brandon Cepress's Fisher Investments Experience February 2015 - Present
Job Client Programs Group Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments February 2015 - Present
Fisher Investments June 2014 - February 2015
Fisher Investments July 2013 - June 2014
First Republic Bank April 2012 - June 2013
Camp Kesem Berkeley August 2011 - August 2012
Bon Appétit Management Company June 2005 - July 2011
Skills
Community Outreach, Fundraising, PowerPoint, Microsoft Office, Microsoft Excel, Statistical Tools, Econometrics, Team Leadership, Youth Leadership, Organizational..., Non-profit Program..., Grant Writing, Writing
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Economics and English
Fisher Investments February 2015 - Present
Fisher Investments June 2014 - February 2015
Fisher Investments July 2013 - June 2014
First Republic Bank April 2012 - June 2013
Camp Kesem Berkeley August 2011 - August 2012
Bon Appétit Management Company June 2005 - July 2011
Skills
Community Outreach, Fundraising, PowerPoint, Microsoft Office, Microsoft Excel, Statistical Tools, Econometrics, Team Leadership, Youth Leadership, Organizational..., Non-profit Program..., Grant Writing, Writing
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Economics and English
Ryan Mascarinas's Fisher Investments Experience August 2013 - April 2014
Job Portfolio Administrator at Aspiriant
Industry Financial Services
Experience
Aspiriant April 2014 - February 2015
Fisher Investments August 2013 - April 2014
Fisher Investments November 2011 - August 2013
Fisher Investments January 2010 - November 2011
Travelers January 2008 - November 2008
Skills
Fixed Income, Sales, Investments, Analysis, Insurance, Portfolio Management, Bloomberg, Asset Management, Financial Modeling, Customer Service, Finance, Financial Analysis, Asset Allocation, Public Speaking, New Business Development, Access
Education
UC Davis 2003 — 2007
Bachelor of Arts (B.A.), Economics
Aspiriant April 2014 - February 2015
Fisher Investments August 2013 - April 2014
Fisher Investments November 2011 - August 2013
Fisher Investments January 2010 - November 2011
Travelers January 2008 - November 2008
Skills
Fixed Income, Sales, Investments, Analysis, Insurance, Portfolio Management, Bloomberg, Asset Management, Financial Modeling, Customer Service, Finance, Financial Analysis, Asset Allocation, Public Speaking, New Business Development, Access
Education
UC Davis 2003 — 2007
Bachelor of Arts (B.A.), Economics
Seth Takata's Fisher Investments Experience January 2006 - December 2009
Job Client Service Manager, Vice President at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management August 2011 - Present
Wells Capital Management January 2010 - July 2011
Fisher Investments January 2006 - December 2009
Fisher Investments May 2005 - December 2005
Fisher Investments July 2004 - April 2005
Skills
Management, Client Relations Skills, Change Management, Sales Operations, Project Management, Operations Management, Business Analysis, Product Management, Asset Management, Contract Negotiation, Compliance, External Audit, Internal Audit, Bank Secrecy Act, Private Placements, Mutual Funds, Multi Tasking, Work in A Fast Paced..., Talent Developer, Time Management
Education
University of California, Berkeley 2000 — 2004
Bachelor of Arts (BA), History
Wells Capital Management August 2011 - Present
Wells Capital Management January 2010 - July 2011
Fisher Investments January 2006 - December 2009
Fisher Investments May 2005 - December 2005
Fisher Investments July 2004 - April 2005
Skills
Management, Client Relations Skills, Change Management, Sales Operations, Project Management, Operations Management, Business Analysis, Product Management, Asset Management, Contract Negotiation, Compliance, External Audit, Internal Audit, Bank Secrecy Act, Private Placements, Mutual Funds, Multi Tasking, Work in A Fast Paced..., Talent Developer, Time Management
Education
University of California, Berkeley 2000 — 2004
Bachelor of Arts (BA), History
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY