Fisher Investments
Industry: Company
DescriptionAssets under management: 100 billion USD (As of 01/12/2018) Headquarters: Camas, Washington, United States Founded: 1979 Subsidiaries: Fisher Investments UK,
Fisher Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fisher Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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2,003 Fisher Investments employees in database. Find out everything there's to know about Fisher Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fisher Investments Employees
Employee
Years
Job
Industry
Bryan Lu Bryan Lu's Fisher Investments Experience September 2013 - Present
Job Account Executive at Fisher Investments
Industry Investment Management
Experience
Fisher Investments September 2013 - Present
MassMutual Financial Group November 2011 - August 2013
TEAM Referral Network April 2012 - July 2013
Fountain Valley Chamber of Commerce January 2012 - January 2013
Independent Capital Management October 2010 - October 2011
The Princeton Review January 2010 - October 2010
Skills
Insurance, Investments, Retirement, Estate Planning, Financial Planning, Asset Protection, Debt Management, Customer Relations, Wealth Management, Strategic Financial..., Customer Service, Risk Management, Equities, Retirement Planning
Education
University of California, Riverside 2006 — 2010
Business Economics
Fisher Investments September 2013 - Present
MassMutual Financial Group November 2011 - August 2013
TEAM Referral Network April 2012 - July 2013
Fountain Valley Chamber of Commerce January 2012 - January 2013
Independent Capital Management October 2010 - October 2011
The Princeton Review January 2010 - October 2010
Skills
Insurance, Investments, Retirement, Estate Planning, Financial Planning, Asset Protection, Debt Management, Customer Relations, Wealth Management, Strategic Financial..., Customer Service, Risk Management, Equities, Retirement Planning
Education
University of California, Riverside 2006 — 2010
Business Economics
Brian Bush Brian Bush's Fisher Investments Experience August 2010 - Present
Job Sales Analyst at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2010 - Present
Fisher Investments April 2007 - August 2010
Fisher Investments May 2006 - April 2007
Montecito Bank & Trust March 2003 - April 2006
Skills
Sales Analysis, Sales Operations, Credit Analysis, Microsoft Excel, Access, Data Modeling, Presentations, Writing, Proposal Writing, Mentoring, Credit, Banking, Business Strategy, Project Management, Sales, Financial Analysis, Analytics, Finance, Salesforce.com, Analysis, Management, CRM, Customer Service
Education
University of California, Santa Barbara 1999 — 2003
Bachelor of Arts (B.A.), Global Studies
Fisher Investments August 2010 - Present
Fisher Investments April 2007 - August 2010
Fisher Investments May 2006 - April 2007
Montecito Bank & Trust March 2003 - April 2006
Skills
Sales Analysis, Sales Operations, Credit Analysis, Microsoft Excel, Access, Data Modeling, Presentations, Writing, Proposal Writing, Mentoring, Credit, Banking, Business Strategy, Project Management, Sales, Financial Analysis, Analytics, Finance, Salesforce.com, Analysis, Management, CRM, Customer Service
Education
University of California, Santa Barbara 1999 — 2003
Bachelor of Arts (B.A.), Global Studies
Janine Dellomes Janine Dellomes's Fisher Investments Experience January 2008 - October 2010
Job Empowering Companies to Drive Success Through Their Workforce | Unified Talent Management
Industry Information Technology and Services
Experience
Cornerstone OnDemand May 2015 - Present
Cornerstone OnDemand March 2014 - April 2015
OMEGA Marketing October 2010 - March 2014
Fisher Investments January 2008 - October 2010
Associated Students - UCSD April 2006 - May 2007
Skills
Research, Event Planning, Public Speaking, Social Media, Non-profits, Data Analysis, Facebook, PowerPoint, Social Networking, Microsoft Office, Public Relations, Social Media Marketing, Microsoft Excel, Qualitative Research, Analysis, Advertising, Leadership
Education
University of California, San Diego 2004 — 2007
Bachelors
Cornerstone OnDemand May 2015 - Present
Cornerstone OnDemand March 2014 - April 2015
OMEGA Marketing October 2010 - March 2014
Fisher Investments January 2008 - October 2010
Associated Students - UCSD April 2006 - May 2007
Skills
Research, Event Planning, Public Speaking, Social Media, Non-profits, Data Analysis, Facebook, PowerPoint, Social Networking, Microsoft Office, Public Relations, Social Media Marketing, Microsoft Excel, Qualitative Research, Analysis, Advertising, Leadership
Education
University of California, San Diego 2004 — 2007
Bachelors
Fabrizio Ornani Fabrizio Ornani's Fisher Investments Experience May 2002 - Present
Job VP of Digital Strategy
Industry Financial Services
Experience
Fisher Investments May 2002 - Present
Digital Pipe 1998 - 2002
Addison Whitney 1996 - 1998
Skills
Direct Marketing, Advertising, SEO, Online Advertising, Analytics, Digital Marketing, Lead Generation, Marketing, Content Management, Web Analytics, Strategic Partnerships, Online Marketing, Reputation Management, Social Media, ORM, Marketing Communications, Social Media Marketing, Online Reputation..., Web Design, Digital Media, Digital Strategy, Branding & Identity, Consumer Insight, Content Marketing, Creative Direction, Team Building, Sitecore, Google Adwords, Content Syndication, PPC, CMS, Adobe Creative Suite, Conversion Optimization, Leadership
Education
UCSB
Bachelor’s Degree, Business Economics, Honors
Fisher Investments May 2002 - Present
Digital Pipe 1998 - 2002
Addison Whitney 1996 - 1998
Skills
Direct Marketing, Advertising, SEO, Online Advertising, Analytics, Digital Marketing, Lead Generation, Marketing, Content Management, Web Analytics, Strategic Partnerships, Online Marketing, Reputation Management, Social Media, ORM, Marketing Communications, Social Media Marketing, Online Reputation..., Web Design, Digital Media, Digital Strategy, Branding & Identity, Consumer Insight, Content Marketing, Creative Direction, Team Building, Sitecore, Google Adwords, Content Syndication, PPC, CMS, Adobe Creative Suite, Conversion Optimization, Leadership
Education
UCSB
Bachelor’s Degree, Business Economics, Honors
Sabrina Morsello Sabrina Morsello's Fisher Investments Experience June 2012 - January 2013
Job Product Training Manager at Mixpanel
Industry Internet
Experience
Mixpanel March 2015 - Present
Mixpanel, Inc. May 2014 - March 2015
Box January 2013 - May 2014
Fisher Investments June 2012 - January 2013
Fisher Investments September 2011 - July 2012
Student Alumni Association at UCLA July 2010 - July 2011
Bovitz Research Group March 2011 - June 2011
Northrop Grumman Corporation June 2009 - September 2010
Skills
R, SPSS, Microsoft Office, Microsoft Excel, Educational Fundraising, Customer Service, Close Attention to..., Multi Tasking, Training, Public Speaking, Strategy, Market Research, Management
Education
University of California, Los Angeles 2007 — 2011
Bachelor's, Communications, Statistics
Mixpanel March 2015 - Present
Mixpanel, Inc. May 2014 - March 2015
Box January 2013 - May 2014
Fisher Investments June 2012 - January 2013
Fisher Investments September 2011 - July 2012
Student Alumni Association at UCLA July 2010 - July 2011
Bovitz Research Group March 2011 - June 2011
Northrop Grumman Corporation June 2009 - September 2010
Skills
R, SPSS, Microsoft Office, Microsoft Excel, Educational Fundraising, Customer Service, Close Attention to..., Multi Tasking, Training, Public Speaking, Strategy, Market Research, Management
Education
University of California, Los Angeles 2007 — 2011
Bachelor's, Communications, Statistics
Winnie Siu Winnie Siu's Fisher Investments Experience July 2012 - March 2014
Job Government Contracts Analyst at Gilead Sciences
Industry Pharmaceuticals
Experience
Gilead Sciences March 2014 - Present
Fisher Investments July 2012 - March 2014
Fisher Investments August 2010 - July 2012
Shellyoto Events and Production December 2009 - June 2010
Skills
Marketing, Sales, Social Media, Microsoft Office, Research, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Event Planning, Management, Financial Analysis, Social Networking
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts (BA), International Economics
Gilead Sciences March 2014 - Present
Fisher Investments July 2012 - March 2014
Fisher Investments August 2010 - July 2012
Shellyoto Events and Production December 2009 - June 2010
Skills
Marketing, Sales, Social Media, Microsoft Office, Research, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Event Planning, Management, Financial Analysis, Social Networking
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts (BA), International Economics
Jared Nohra's Fisher Investments Experience July 2013 - September 2014
Job Client Support Advocate at Medallia
Industry Information Technology and Services
Experience
Medallia September 2014 - Present
Fisher Investments July 2013 - September 2014
Next Generation Summit April 2013 - June 2013
UC Santa Barbara April 2012 - April 2013
UC Santa Barbara March 2011 - January 2013
Rock Wall Wine Company June 2012 - September 2012
UC Santa Barbara January 2010 - March 2012
Center for American Progress September 2011 - December 2011
UC Santa Barbara October 2009 - June 2010
Skills
Business Writing, Microsoft Office, Research, Wilderness First Aid, Sales, Econometrics, Economics, Environmental Science, Environmental Policy, Travel, Leadership, Policy Analysis, Stata, Negotiation, Auction Theory, Wine Tasting, Prezi, Microsoft Word, Marketing, Marketing Strategy
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts, Double Major Economics and Environmental Studies
UC Davis Study Abroad 2011 — 2011
Wine Making
University of California Washington Center 2011 — 2011
Independent Research
Medallia September 2014 - Present
Fisher Investments July 2013 - September 2014
Next Generation Summit April 2013 - June 2013
UC Santa Barbara April 2012 - April 2013
UC Santa Barbara March 2011 - January 2013
Rock Wall Wine Company June 2012 - September 2012
UC Santa Barbara January 2010 - March 2012
Center for American Progress September 2011 - December 2011
UC Santa Barbara October 2009 - June 2010
Skills
Business Writing, Microsoft Office, Research, Wilderness First Aid, Sales, Econometrics, Economics, Environmental Science, Environmental Policy, Travel, Leadership, Policy Analysis, Stata, Negotiation, Auction Theory, Wine Tasting, Prezi, Microsoft Word, Marketing, Marketing Strategy
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts, Double Major Economics and Environmental Studies
UC Davis Study Abroad 2011 — 2011
Wine Making
University of California Washington Center 2011 — 2011
Independent Research
Naj Srinivas Naj Srinivas's Fisher Investments Experience November 2006 - Present
Job Fisher Investments
Industry Investment Management
Experience
Fisher Investments November 2006 - Present
Education
University of San Francisco - Masagung Graduate School of Management 2009 — 2011
Masters, Business Administration
University of California, Santa Barbara 2001 — 2005
BA/BA, Business-Economics and Law & Society
Fisher Investments November 2006 - Present
Education
University of San Francisco - Masagung Graduate School of Management 2009 — 2011
Masters, Business Administration
University of California, Santa Barbara 2001 — 2005
BA/BA, Business-Economics and Law & Society
Alex Borkin Alex Borkin's Fisher Investments Experience July 2012 - July 2013
Job Account Executive, Zillow
Industry Marketing and Advertising
Experience
Zillow Group July 2013 - Present
Fisher Investments July 2012 - July 2013
UC Santa Barbara January 2011 - June 2012
Skills
Economics, Econometrics, Data Analysis, Financial Analysis, Bloomberg, Microsoft Excel, Investments, Research, Stata, Financial Modeling, PowerPoint, Portfolio Management
Education
UCSB 2010 — 2012
Bachelor of Arts (B.A.), Economics
GHCHS
Zillow Group July 2013 - Present
Fisher Investments July 2012 - July 2013
UC Santa Barbara January 2011 - June 2012
Skills
Economics, Econometrics, Data Analysis, Financial Analysis, Bloomberg, Microsoft Excel, Investments, Research, Stata, Financial Modeling, PowerPoint, Portfolio Management
Education
UCSB 2010 — 2012
Bachelor of Arts (B.A.), Economics
GHCHS
Matthew Reeder's Fisher Investments Experience January 2007 - September 2011
Job Partner and Head of Investor Service at Fintan Partners
Industry Financial Services
Experience
Fintan Partners September 2011 - Present
Fisher Investments January 2007 - September 2011
Fisher Investments January 2003 - January 2007
Fisher Investments 2002 - 2007
Fisher Investments January 2000 - January 2003
Fisher Investments November 1998 - January 2000
Skills
Alternative Investments, Investments, Asset Allocation, Asset Management, Hedge Funds, Asset Managment, Investment Strategies, Equities, Investment Management, Fixed Income, Mutual Funds, Investment Advisory, Series 7, Wealth Management, Public Speaking, Executive Management
Education
University of California, Santa Barbara
Fintan Partners September 2011 - Present
Fisher Investments January 2007 - September 2011
Fisher Investments January 2003 - January 2007
Fisher Investments 2002 - 2007
Fisher Investments January 2000 - January 2003
Fisher Investments November 1998 - January 2000
Skills
Alternative Investments, Investments, Asset Allocation, Asset Management, Hedge Funds, Asset Managment, Investment Strategies, Equities, Investment Management, Fixed Income, Mutual Funds, Investment Advisory, Series 7, Wealth Management, Public Speaking, Executive Management
Education
University of California, Santa Barbara
Helen Leung's Fisher Investments Experience January 2015 - Present
Job Client Programs Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
San Diego Pride March 2013 - January 2014
Operation Samahan November 2012 - March 2013
San Diego Pride June 2012 - March 2013
Student Promoted Access Center for Education and Service (SPACES) June 2011 - June 2012
Student Promoted Access Center for Education and Service (SPACES) August 2010 - June 2011
Skills
Nonprofits, Event Planning, Fundraising, Student Affairs, Research, Program Development, Public Speaking, Higher Education, Human Resources, Editing, Event Management, Social Media, Team Building, Social Networking, Public Relations, Customer Service, Workshop Facilitation, Microsoft Word, PowerPoint, Microsoft Office, Organizational..., Leadership Development, Microsoft Excel, Non-profits
Education
University of California, San Diego 2009 — 2012
Bachelor of Arts (B.A.), History and Ethnic Studies
Fisher Investments January 2015 - Present
San Diego Pride March 2013 - January 2014
Operation Samahan November 2012 - March 2013
San Diego Pride June 2012 - March 2013
Student Promoted Access Center for Education and Service (SPACES) June 2011 - June 2012
Student Promoted Access Center for Education and Service (SPACES) August 2010 - June 2011
Skills
Nonprofits, Event Planning, Fundraising, Student Affairs, Research, Program Development, Public Speaking, Higher Education, Human Resources, Editing, Event Management, Social Media, Team Building, Social Networking, Public Relations, Customer Service, Workshop Facilitation, Microsoft Word, PowerPoint, Microsoft Office, Organizational..., Leadership Development, Microsoft Excel, Non-profits
Education
University of California, San Diego 2009 — 2012
Bachelor of Arts (B.A.), History and Ethnic Studies
Chris Tran Chris Tran's Fisher Investments Experience July 2012 - Present
Job Sales Management at Fisher Investments
Industry Financial Services
Experience
Fisher Investments July 2012 - Present
Fisher Investments September 2008 - July 2012
Fisher Investments March 2006 - September 2008
Fisher Investments August 2004 - March 2006
Education
University of California, Santa Barbara 2002 — 2004
Bachelor's degree, Economics
Fisher Investments July 2012 - Present
Fisher Investments September 2008 - July 2012
Fisher Investments March 2006 - September 2008
Fisher Investments August 2004 - March 2006
Education
University of California, Santa Barbara 2002 — 2004
Bachelor's degree, Economics
Brittany Castro Brittany Castro's Fisher Investments Experience October 2014 - Present
Job Client Operations Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments October 2014 - Present
Fisher Investments April 2013 - October 2014
Gamma Phi Beta International Sorority January 2012 - January 2013
UCLA Homecoming Committee May 2011 - December 2011
UCLA Alumni Scholars Club September 2010 - December 2010
Education
UCLA 2009 — 2013
Bachelor of Arts (B.A.), Economics, Cumulative GPA: 3.3
Fisher Investments October 2014 - Present
Fisher Investments April 2013 - October 2014
Gamma Phi Beta International Sorority January 2012 - January 2013
UCLA Homecoming Committee May 2011 - December 2011
UCLA Alumni Scholars Club September 2010 - December 2010
Education
UCLA 2009 — 2013
Bachelor of Arts (B.A.), Economics, Cumulative GPA: 3.3
Stefanie Maier's Fisher Investments Experience September 2008 - November 2008
Job Account Manager
Industry Internet
Experience
Google September 2015 - Present
Insight Global December 2008 - August 2015
Fisher Investments September 2008 - November 2008
Venture Acceleration Initiative (VAI) April 2007 - September 2008
Skills
CRM, Start-ups, Management, Telecommunications, Consulting, Cold Calling, Technical Recruiting, Salesforce.com, Recruiting, Account Management, College Recruiting, Talent Acquisition, Sales, Customer Service, Staffing Services, Networking, Temporary Placement, Sales Process, Business Development, Market Research, Professional Services
Education
University of California, Santa Barbara 2004 — 2008
BA, Psychology, Sociology
UC Berkeley Extension
Google September 2015 - Present
Insight Global December 2008 - August 2015
Fisher Investments September 2008 - November 2008
Venture Acceleration Initiative (VAI) April 2007 - September 2008
Skills
CRM, Start-ups, Management, Telecommunications, Consulting, Cold Calling, Technical Recruiting, Salesforce.com, Recruiting, Account Management, College Recruiting, Talent Acquisition, Sales, Customer Service, Staffing Services, Networking, Temporary Placement, Sales Process, Business Development, Market Research, Professional Services
Education
University of California, Santa Barbara 2004 — 2008
BA, Psychology, Sociology
UC Berkeley Extension
Tarin Yankovich, CPC's Fisher Investments Experience 2000 - 2004
Job Founder & CEO at KTP Executive Search Group, Inc.
Industry Financial Services
Experience
KTP Executive Search Group, Inc. 2004 - Present
Fisher Investments 2000 - 2004
DHR International 1999 - 2000
Interim Legal 1998 - 1999
Luce Forward, Hamilton & Scripps LLP 1998 - 1998
Skills
Executive Search, Recruiting, Hiring, Screening Resumes, Interviews, Career Counseling, Coaching, Financial Services, Asset Managment, Finance, Asset Management, Mutual Funds, ETFs, Search, Networking, Interview Preparation, Outsourcing, Benefits Negotiation, Staffing Services, Personnel Management, Permanent Placement, Deferred Compensation, Internet Recruiting, Contract Recruitment, Fixed Income, Entrepreneurship, Job Coaching, Financial Recruiting, Full-cycle Recruiting, Interview Coaching, Online Research, Inside Sales, Business Networking, Career Transitioning, Internet Research, Salary Negotiation
Education
University of California, San Diego
BA
University of San Diego School of Law 1997 — 1998
KTP Executive Search Group, Inc. 2004 - Present
Fisher Investments 2000 - 2004
DHR International 1999 - 2000
Interim Legal 1998 - 1999
Luce Forward, Hamilton & Scripps LLP 1998 - 1998
Skills
Executive Search, Recruiting, Hiring, Screening Resumes, Interviews, Career Counseling, Coaching, Financial Services, Asset Managment, Finance, Asset Management, Mutual Funds, ETFs, Search, Networking, Interview Preparation, Outsourcing, Benefits Negotiation, Staffing Services, Personnel Management, Permanent Placement, Deferred Compensation, Internet Recruiting, Contract Recruitment, Fixed Income, Entrepreneurship, Job Coaching, Financial Recruiting, Full-cycle Recruiting, Interview Coaching, Online Research, Inside Sales, Business Networking, Career Transitioning, Internet Research, Salary Negotiation
Education
University of California, San Diego
BA
University of San Diego School of Law 1997 — 1998
Kevin Mahoney, CFP® Kevin Mahoney, CFP®'s Fisher Investments Experience 1999 - 2009
Job Partner Integris Wealth Management
Industry Investment Management
Experience
Integris Wealth Management 2009 - Present
Carmel Public Library Foundation 2012 - Present
Fisher Investments 1999 - 2009
Morgan Stanley 1996 - 1999
Education
University of California, Santa Cruz
Financial Planning
National Outdoor Leadership School
University of California, Santa Barbara
BA, Law & Society
Robert Louis Stevenson
High School
Integris Wealth Management 2009 - Present
Carmel Public Library Foundation 2012 - Present
Fisher Investments 1999 - 2009
Morgan Stanley 1996 - 1999
Education
University of California, Santa Cruz
Financial Planning
National Outdoor Leadership School
University of California, Santa Barbara
BA, Law & Society
Robert Louis Stevenson
High School
Henry Ray Henry Ray's Fisher Investments Experience April 2013 - Present
Job Client Account Coordinator at Fisher Investments
Industry Marketing and Advertising
Experience
Fisher Investments April 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Fisher Investments April 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Sami Atiq Sami Atiq's Fisher Investments Experience January 2013 - June 2013
Job Manager, Customer Delivery at SafetyChain Software
Industry Information Technology and Services
Experience
SafetyChain Software August 2014 - Present
SafetyChain Software October 2013 - July 2014
Fisher Investments January 2013 - June 2013
Fisher Investments July 2012 - December 2012
Fisher Investments August 2011 - June 2012
Fisher Investments February 2010 - July 2011
Meridian Auto Parts June 2008 - September 2009
Insight Global January 2007 - October 2007
Skills
CRM, Team Leadership, Troubleshooting, Product Management, Sales, Project Management, SaaS, Start-ups, Professional Services, Business Analysis, Leadership, Visio, Software Development, Project Planning, Process Improvement, Analysis, Software Project..., Cross-functional Team...
Education
University of California, San Diego 2001 — 2006
Bachelor of Arts (BA), Economics
SafetyChain Software August 2014 - Present
SafetyChain Software October 2013 - July 2014
Fisher Investments January 2013 - June 2013
Fisher Investments July 2012 - December 2012
Fisher Investments August 2011 - June 2012
Fisher Investments February 2010 - July 2011
Meridian Auto Parts June 2008 - September 2009
Insight Global January 2007 - October 2007
Skills
CRM, Team Leadership, Troubleshooting, Product Management, Sales, Project Management, SaaS, Start-ups, Professional Services, Business Analysis, Leadership, Visio, Software Development, Project Planning, Process Improvement, Analysis, Software Project..., Cross-functional Team...
Education
University of California, San Diego 2001 — 2006
Bachelor of Arts (BA), Economics
Jason Reed's Fisher Investments Experience April 2008 - December 2008
Job Purchasing Coordinator at City of San Mateo
Industry Entertainment
Experience
City of San Mateo March 2014 - Present
SMG/ Moscone Center September 2013 - March 2014
Rosewood Hotels & Resorts May 2011 - August 2013
Artizen October 2010 - May 2011
YouTube December 2009 - December 2010
Fisher Investments April 2008 - December 2008
California Water Service Company August 2004 - March 2008
Skills
Customer Service, Team Building, Human Resources, Process Improvement, Strategic Sourcing, Outlook, Social Media, Salesforce.com, Project Planning, Recruiting, Purchasing, Payroll, Procurement, Time Management, Microsoft Excel, Accounting, PowerPoint, Management
Education
University of California, Riverside 2000 — 2002
B.A., Business (Marketing) - Sociology
Woodside High School
Diploma
City of San Mateo March 2014 - Present
SMG/ Moscone Center September 2013 - March 2014
Rosewood Hotels & Resorts May 2011 - August 2013
Artizen October 2010 - May 2011
YouTube December 2009 - December 2010
Fisher Investments April 2008 - December 2008
California Water Service Company August 2004 - March 2008
Skills
Customer Service, Team Building, Human Resources, Process Improvement, Strategic Sourcing, Outlook, Social Media, Salesforce.com, Project Planning, Recruiting, Purchasing, Payroll, Procurement, Time Management, Microsoft Excel, Accounting, PowerPoint, Management
Education
University of California, Riverside 2000 — 2002
B.A., Business (Marketing) - Sociology
Woodside High School
Diploma
Vahram Gabrielyan Vahram Gabrielyan's Fisher Investments Experience July 2012 - December 2012
Job Sr Financial Analyst at Gap Inc.
Industry Financial Services
Experience
Gap Inc. July 2015 - Present
Blue Shield of California March 2014 - July 2015
Blue Shield of California December 2012 - March 2014
Fisher Investments July 2012 - December 2012
Skills
Essbase, Financial Modeling, Corporate Finance, Financial Reporting, Microsoft Office, Financial Analysis, Finance, Analysis, Strategic Planning, Access, Budgets, Team Building, Variance Analysis, Business Analysis
Education
UCSD 2010 — 2012
Bachelor of Science (B.S.), Management Science
Gap Inc. July 2015 - Present
Blue Shield of California March 2014 - July 2015
Blue Shield of California December 2012 - March 2014
Fisher Investments July 2012 - December 2012
Skills
Essbase, Financial Modeling, Corporate Finance, Financial Reporting, Microsoft Office, Financial Analysis, Finance, Analysis, Strategic Planning, Access, Budgets, Team Building, Variance Analysis, Business Analysis
Education
UCSD 2010 — 2012
Bachelor of Science (B.S.), Management Science
Bret Fischer Bret Fischer's Fisher Investments Experience 2013 - 2014
Job MBA Candidate at the University of Southern California Marshall School of Business
Industry Real Estate
Experience
CBRE June 2015 - August 2015
Fisher Investments 2013 - 2014
Salesforce.com 2011 - 2012
Johnson & Johnson 2009 - 2011
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Real Estate Finance
University of California, Los Angeles 2005 — 2008
BA, Political Science
CBRE June 2015 - August 2015
Fisher Investments 2013 - 2014
Salesforce.com 2011 - 2012
Johnson & Johnson 2009 - 2011
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Real Estate Finance
University of California, Los Angeles 2005 — 2008
BA, Political Science
Pablo Fitting Pablo Fitting's Fisher Investments Experience January 2008 - August 2011
Job Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital September 2011 - Present
Fisher Investments January 2008 - August 2011
First Republic Wealth Advisors February 2007 - December 2007
Skills
Inside Sales, Client Relationship..., Series 65, Investments, Portfolio Management, Financial Advisory, Investment Management, Wealth Management, SaaS, Financial Services, CRM, Asset Allocation, Series 7, Lead Generation, Equities, Series 63, ETFs, Investment Advisory, Asset Management, Alternative Investments, Salesforce.com, High Net Worth..., Investment Strategies, Modern Portfolio Theory, Retirement Planning, Fixed Income, Wealth, Securities, Bonds, FINRA, Retirement, Capital Markets, Mutual Funds, Institutional..., Financial Modeling, Trading Systems, Electronic Trading, Financial Analysis, Pensions, Bloomberg Terminal, Financial Markets, Trading, Relationship Management, Portfolio Optimization
Education
University of California, Los Angeles 1995 — 2000
Bachelor of Arts, Political Science
Personal Capital September 2011 - Present
Fisher Investments January 2008 - August 2011
First Republic Wealth Advisors February 2007 - December 2007
Skills
Inside Sales, Client Relationship..., Series 65, Investments, Portfolio Management, Financial Advisory, Investment Management, Wealth Management, SaaS, Financial Services, CRM, Asset Allocation, Series 7, Lead Generation, Equities, Series 63, ETFs, Investment Advisory, Asset Management, Alternative Investments, Salesforce.com, High Net Worth..., Investment Strategies, Modern Portfolio Theory, Retirement Planning, Fixed Income, Wealth, Securities, Bonds, FINRA, Retirement, Capital Markets, Mutual Funds, Institutional..., Financial Modeling, Trading Systems, Electronic Trading, Financial Analysis, Pensions, Bloomberg Terminal, Financial Markets, Trading, Relationship Management, Portfolio Optimization
Education
University of California, Los Angeles 1995 — 2000
Bachelor of Arts, Political Science
Andreas Johnson Andreas Johnson's Fisher Investments Experience October 2012 - May 2015
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. May 2015 - Present
Fisher Investments October 2012 - May 2015
City of Washougal Planning Commission September 2011 - September 2014
Fisher Investments August 2010 - October 2012
Fisher Investments August 2008 - August 2010
Fisher Investments July 2005 - August 2008
Skills
Wealth Management, Investment Management...
Education
University of California, Riverside 2000 — 2005
Bachelor's of Economics, Finance, General
Creative Planning Inc. May 2015 - Present
Fisher Investments October 2012 - May 2015
City of Washougal Planning Commission September 2011 - September 2014
Fisher Investments August 2010 - October 2012
Fisher Investments August 2008 - August 2010
Fisher Investments July 2005 - August 2008
Skills
Wealth Management, Investment Management...
Education
University of California, Riverside 2000 — 2005
Bachelor's of Economics, Finance, General
Jeff Swinehart Jeff Swinehart's Fisher Investments Experience July 2010 - June 2011
Job Marketing at Fitbit
Industry Marketing and Advertising
Experience
Fitbit July 2015 - Present
SuccessFactors June 2013 - July 2015
Freshima, LLC August 2012 - June 2013
Cricket Communications June 2012 - August 2012
Fisher Investments July 2010 - June 2011
Fisher Investments August 2007 - July 2010
UBS August 2006 - July 2007
Skills
Marketing, Sales, Analysis, Sales Management, Market Research, Marketing Research, Valuation, Financial Analysis, Portfolio Management, Product Marketing, Pricing, Analytics, Asset Managment, Competitive Analysis, Investments, Business Strategy, Marketing Strategy, Cross-functional Team..., Sales Operations, Direct Sales, Strategy
Education
University of California, San Diego - The Rady School of Management 2011 — 2013
Master of Business Administration (MBA), Marketing/Marketing Management
University of Colorado Boulder - Leeds School of Business 2003 — 2007
BS Degree, Business Administration; Emphasis in Finance
University of Virginia 2006 — 2006
Semester at Sea, International Economics, Tourism, and Asian Literature
Fitbit July 2015 - Present
SuccessFactors June 2013 - July 2015
Freshima, LLC August 2012 - June 2013
Cricket Communications June 2012 - August 2012
Fisher Investments July 2010 - June 2011
Fisher Investments August 2007 - July 2010
UBS August 2006 - July 2007
Skills
Marketing, Sales, Analysis, Sales Management, Market Research, Marketing Research, Valuation, Financial Analysis, Portfolio Management, Product Marketing, Pricing, Analytics, Asset Managment, Competitive Analysis, Investments, Business Strategy, Marketing Strategy, Cross-functional Team..., Sales Operations, Direct Sales, Strategy
Education
University of California, San Diego - The Rady School of Management 2011 — 2013
Master of Business Administration (MBA), Marketing/Marketing Management
University of Colorado Boulder - Leeds School of Business 2003 — 2007
BS Degree, Business Administration; Emphasis in Finance
University of Virginia 2006 — 2006
Semester at Sea, International Economics, Tourism, and Asian Literature
Joanna Cotta Leadbetter Joanna Cotta Leadbetter's Fisher Investments Experience July 2002 - February 2004
Job Founder and Director at The Sculpt Barre
Industry Health, Wellness and Fitness
Experience
The Sculpt Barre January 2010 - Present
JP Morgan October 2007 - April 2010
Bernstein Global Wealth Management March 2004 - October 2007
Fisher Investments July 2002 - February 2004
Skills
Portfolio Management, Equities
Education
University of California, Los Angeles
B.A., Business Economics
The Sculpt Barre January 2010 - Present
JP Morgan October 2007 - April 2010
Bernstein Global Wealth Management March 2004 - October 2007
Fisher Investments July 2002 - February 2004
Skills
Portfolio Management, Equities
Education
University of California, Los Angeles
B.A., Business Economics
Eric Carter, CFA's Fisher Investments Experience January 2005 - June 2006
Job at Kobe Partners, LP
Industry Investment Management
Experience
Kobe Partners, LP September 2009 - Present
Deutsche Bank Private Wealth Management October 2007 - December 2008
Stone & Youngberg Asset Management March 2007 - October 2007
Fisher Investments January 2005 - June 2006
Fisher Investments August 2003 - December 2004
Skills
Equities, Asset Management, Portfolio Management, Hedge Funds, Investments, Capital Markets, Options
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2001 — 2003
MBA
University of California, Riverside 1996 — 2001
BA, Business Administration
Kobe Partners, LP September 2009 - Present
Deutsche Bank Private Wealth Management October 2007 - December 2008
Stone & Youngberg Asset Management March 2007 - October 2007
Fisher Investments January 2005 - June 2006
Fisher Investments August 2003 - December 2004
Skills
Equities, Asset Management, Portfolio Management, Hedge Funds, Investments, Capital Markets, Options
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2001 — 2003
MBA
University of California, Riverside 1996 — 2001
BA, Business Administration
Bill Hayne, CIMA Bill Hayne, CIMA's Fisher Investments Experience May 2002 - March 2003
Job Fidelity Investments, Portfolio Advisory Services
Industry Investment Management
Experience
Fidelity Investments July 2014 - Present
Capital Wealth Planning March 2013 - June 2014
Swank Capital, LLC February 2012 - June 2014
NAVCAP NAV Capital Partners, LLC March 2011 - March 2013
Northern Trust Global Investments June 2005 - April 2009
New York Life Investment Management March 2003 - March 2005
Fisher Investments May 2002 - March 2003
Prudential Investments September 1996 - April 2002
Skills
Series 7, CIMA
Education
University of California, Santa Barbara 1980 — 1984
Fidelity Investments July 2014 - Present
Capital Wealth Planning March 2013 - June 2014
Swank Capital, LLC February 2012 - June 2014
NAVCAP NAV Capital Partners, LLC March 2011 - March 2013
Northern Trust Global Investments June 2005 - April 2009
New York Life Investment Management March 2003 - March 2005
Fisher Investments May 2002 - March 2003
Prudential Investments September 1996 - April 2002
Skills
Series 7, CIMA
Education
University of California, Santa Barbara 1980 — 1984
Stephane Johnston Stephane Johnston's Fisher Investments Experience July 2014 - Present
Job Investment Counselor at Fisher Investments
Industry International Affairs
Experience
Fisher Investments July 2014 - Present
Bank of the West - Group BNP Paribas April 2013 - June 2014
Bank of the West October 2010 - April 2013
FACCSF (French American Chamber of Commerce October 2009 - December 2009
ASUCLA June 2008 - August 2009
Fleet Feet Sports Pleasanton December 2004 - September 2006
PeopleSoft June 2004 - August 2004
PeopleSoft June 2003 - August 2003
Skills
Banking, Business Development, French, Microsoft Excel, Analysis, Retail Banking, Event Management, Marketing, Investments, Loans, Sales, Commercial Banking, Credit, PowerPoint, International Business, Microsoft Word, Microsoft Office, Outlook, Editing
Education
University of California, Los Angeles 2006 — 2009
BA, Political Science
Fisher Investments July 2014 - Present
Bank of the West - Group BNP Paribas April 2013 - June 2014
Bank of the West October 2010 - April 2013
FACCSF (French American Chamber of Commerce October 2009 - December 2009
ASUCLA June 2008 - August 2009
Fleet Feet Sports Pleasanton December 2004 - September 2006
PeopleSoft June 2004 - August 2004
PeopleSoft June 2003 - August 2003
Skills
Banking, Business Development, French, Microsoft Excel, Analysis, Retail Banking, Event Management, Marketing, Investments, Loans, Sales, Commercial Banking, Credit, PowerPoint, International Business, Microsoft Word, Microsoft Office, Outlook, Editing
Education
University of California, Los Angeles 2006 — 2009
BA, Political Science
Gary Peterson's Fisher Investments Experience December 2014 - Present
Job Group Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments December 2014 - Present
Fisher Investments April 2012 - Present
Fisher Investments April 2005 - April 2012
Fisher Investments December 2001 - April 2005
Fisher Investments December 1996 - December 2001
Education
UCSB
Bachelor of Science (BS), Business/Managerial Economics
University of California, Santa Barbara
Bachelor's degree, Business Administration and Management, General
Fisher Investments December 2014 - Present
Fisher Investments April 2012 - Present
Fisher Investments April 2005 - April 2012
Fisher Investments December 2001 - April 2005
Fisher Investments December 1996 - December 2001
Education
UCSB
Bachelor of Science (BS), Business/Managerial Economics
University of California, Santa Barbara
Bachelor's degree, Business Administration and Management, General
Leo Nieblas Leo Nieblas's Fisher Investments Experience November 2005 - January 2007
Job
Industry Accounting
Experience
United Site Services January 2015 - Present
ADP February 2013 - January 2015
Comcast May 2011 - October 2012
Comcast November 2007 - April 2011
Comcast February 2007 - November 2007
Fisher Investments November 2005 - January 2007
Community One Financial Services January 2003 - October 2005
Lanier Worldwide December 2001 - January 2003
Paychex October 1998 - November 2000
Skills
Sales, Supervising, Asset Managment, Customer Service, Microsoft Excel, Internet, Keyboards, Leadership, Lotus Notes, Microsoft Office, Microsoft Word, Marketing Research, Negotiation, Social Networking, Office Management, PowerPoint, Quality Auditing, Quality Assurance, Strategic Planning, Customer Satisfaction, Salesforce.com, Time Management, Training, Human Resources, Customer Retention, Management, Outlook, Call Centers, Asset Management, Cold Calling, Recruiting, Sales Operations, Program Management, Account Management, Marketing, Sales Management, Payroll, Team Leadership, Telecommunications, CRM, Team Building, Interviews, Business Planning, New Business Development, Sales Process, Customer Experience, Employee Relations, Cross-functional Team..., Process Improvement, Direct Sales
Education
University of California, Santa Barbara 1993 — 1998
Bachelor of Arts (B.A.), Political Science and Government
United Site Services January 2015 - Present
ADP February 2013 - January 2015
Comcast May 2011 - October 2012
Comcast November 2007 - April 2011
Comcast February 2007 - November 2007
Fisher Investments November 2005 - January 2007
Community One Financial Services January 2003 - October 2005
Lanier Worldwide December 2001 - January 2003
Paychex October 1998 - November 2000
Skills
Sales, Supervising, Asset Managment, Customer Service, Microsoft Excel, Internet, Keyboards, Leadership, Lotus Notes, Microsoft Office, Microsoft Word, Marketing Research, Negotiation, Social Networking, Office Management, PowerPoint, Quality Auditing, Quality Assurance, Strategic Planning, Customer Satisfaction, Salesforce.com, Time Management, Training, Human Resources, Customer Retention, Management, Outlook, Call Centers, Asset Management, Cold Calling, Recruiting, Sales Operations, Program Management, Account Management, Marketing, Sales Management, Payroll, Team Leadership, Telecommunications, CRM, Team Building, Interviews, Business Planning, New Business Development, Sales Process, Customer Experience, Employee Relations, Cross-functional Team..., Process Improvement, Direct Sales
Education
University of California, Santa Barbara 1993 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Jenny Pao Jenny Pao's Fisher Investments Experience September 2002 - March 2004
Job Founder at Nectar Essences
Industry Health, Wellness and Fitness
Experience
Nectar Essences March 2007 - Present
Jenny Pao, QEP 2000 - Present
Jenny Pao, QEP May 2004 - May 2007
Fisher Investments September 2002 - March 2004
Skills
Holistic Health, Healing, Nutritional Counseling, Therapists, Wellness, Public Speaking, Leadership, Marketing, Management, Nutrition, Functional Medicine, Social Media, Wellbeing, Social Networking, Social Media Marketing
Education
Western Institute of Natural Healing 2000 — 2002
QEP, Quantum Energetics Practitioner
University of California, San Diego 1996 — 2000
Anthropology, Cultural Anthropology, environmental studies, women's studies
Nectar Essences March 2007 - Present
Jenny Pao, QEP 2000 - Present
Jenny Pao, QEP May 2004 - May 2007
Fisher Investments September 2002 - March 2004
Skills
Holistic Health, Healing, Nutritional Counseling, Therapists, Wellness, Public Speaking, Leadership, Marketing, Management, Nutrition, Functional Medicine, Social Media, Wellbeing, Social Networking, Social Media Marketing
Education
Western Institute of Natural Healing 2000 — 2002
QEP, Quantum Energetics Practitioner
University of California, San Diego 1996 — 2000
Anthropology, Cultural Anthropology, environmental studies, women's studies
Jesse Redmond Jesse Redmond's Fisher Investments Experience January 1999 - February 2003
Job Passionate Hedge Fund Critic
Industry Investment Management
Experience
Mercer Advisors May 2015 - Present
Next Alternatives January 2013 - April 2015
Evolved Alpha April 2010 - December 2012
Alpha Titans November 2007 - December 2009
Santa Barbara Alpha Strategies August 2003 - October 2007
Fisher Investments January 1999 - February 2003
Franklin Templeton Group 1997 - 1999
Skills
Sourcing, Alternative Investments, Hedge Funds, Fund Of Funds, Portfolio Management, Investment Management, Financial Structuring, Management, Equities, Asset Allocation, Asset Managment, Managed Futures, Investment Strategies, Due Diligence, Trading, Equity Research, Investments, Asset Management, Securities, Options, Financial Markets, Emerging Markets, Trading Strategies, Bloomberg, Private Equity, Hedging, Global Macro
Education
University of California, Santa Barbara 1995 — 1997
BS
Saint Paul Academy 1988 — 1992
Mercer Advisors May 2015 - Present
Next Alternatives January 2013 - April 2015
Evolved Alpha April 2010 - December 2012
Alpha Titans November 2007 - December 2009
Santa Barbara Alpha Strategies August 2003 - October 2007
Fisher Investments January 1999 - February 2003
Franklin Templeton Group 1997 - 1999
Skills
Sourcing, Alternative Investments, Hedge Funds, Fund Of Funds, Portfolio Management, Investment Management, Financial Structuring, Management, Equities, Asset Allocation, Asset Managment, Managed Futures, Investment Strategies, Due Diligence, Trading, Equity Research, Investments, Asset Management, Securities, Options, Financial Markets, Emerging Markets, Trading Strategies, Bloomberg, Private Equity, Hedging, Global Macro
Education
University of California, Santa Barbara 1995 — 1997
BS
Saint Paul Academy 1988 — 1992
Thor Aye Thor Aye's Fisher Investments Experience September 2015 - Present
Job Vice President, Private Client Group, Business Development at Fisher Investments
Industry Investment Management
Experience
Fisher Investments September 2015 - Present
Fisher Investments December 2013 - Present
Fisher Investments March 2013 - November 2013
Fisher Investments July 2012 - March 2013
Fisher Investments August 2010 - June 2012
Fisher Investments February 2008 - August 2010
Education
UC San Diego 2002 — 2006
B.A, Political Science and Government, Literature Writing Minor
University of California, San Diego
Fisher Investments September 2015 - Present
Fisher Investments December 2013 - Present
Fisher Investments March 2013 - November 2013
Fisher Investments July 2012 - March 2013
Fisher Investments August 2010 - June 2012
Fisher Investments February 2008 - August 2010
Education
UC San Diego 2002 — 2006
B.A, Political Science and Government, Literature Writing Minor
University of California, San Diego
Matt Heffernan Matt Heffernan's Fisher Investments Experience October 2008 - May 2010
Job Sales Manager at FinancialForce.com
Industry Computer Software
Experience
FinancialForce.com May 2015 - Present
Cornerstone OnDemand March 2014 - May 2015
Google November 2011 - February 2014
Fisher Investments October 2008 - May 2010
Fisher Investments March 2008 - October 2008
Fisher Investments January 2007 - March 2008
Fisher Investments May 2004 - January 2007
Fisher Investments August 2002 - May 2004
Fisher Investments January 2002 - August 2002
Fisher Investments March 2001 - January 2002
Skills
Salesforce.com, Enterprise Software, Driving Operational..., Business Strategy, Big Data, Sales Management, SaaS, Equities, Account Management, Customer Service, Investments, Financial Services, New Business Development, Digital Marketing, Portfolio Management, Marketing Strategy, Social Networking, Management, Series 65, Fixed Income, Marketing Management, Financial Analysis, Social Media Marketing, Client Service, Online Marketing, Asset Management, Hiring, Mentoring, Public Speaking, Team Building, Service Management, Customer Relations, Wealth Management, Financial Planning, PowerPoint, Excel, Consultative Selling, Team Leadership, Asset Allocation, Economics, Market Research
Education
University of California, Santa Barbara 1996 — 2000
Bachelor’s Degree, Business/Managerial Economics
ECELA 2010 — 2011
Spanish
FinancialForce.com May 2015 - Present
Cornerstone OnDemand March 2014 - May 2015
Google November 2011 - February 2014
Fisher Investments October 2008 - May 2010
Fisher Investments March 2008 - October 2008
Fisher Investments January 2007 - March 2008
Fisher Investments May 2004 - January 2007
Fisher Investments August 2002 - May 2004
Fisher Investments January 2002 - August 2002
Fisher Investments March 2001 - January 2002
Skills
Salesforce.com, Enterprise Software, Driving Operational..., Business Strategy, Big Data, Sales Management, SaaS, Equities, Account Management, Customer Service, Investments, Financial Services, New Business Development, Digital Marketing, Portfolio Management, Marketing Strategy, Social Networking, Management, Series 65, Fixed Income, Marketing Management, Financial Analysis, Social Media Marketing, Client Service, Online Marketing, Asset Management, Hiring, Mentoring, Public Speaking, Team Building, Service Management, Customer Relations, Wealth Management, Financial Planning, PowerPoint, Excel, Consultative Selling, Team Leadership, Asset Allocation, Economics, Market Research
Education
University of California, Santa Barbara 1996 — 2000
Bachelor’s Degree, Business/Managerial Economics
ECELA 2010 — 2011
Spanish
Craig Birk, CFP® Craig Birk, CFP®'s Fisher Investments Experience December 1997 - February 2009
Job Executive Vice President of Portfolio Management at Personal Capital
Industry Financial Services
Experience
Personal Capital February 2011 - Present
Fisher Investments December 1997 - February 2009
Skills
Strategic Financial..., Equities, Venture Capital, Investments, Investment Banking, Portfolio Management, Security Analysis, Valuation, Capital Markets, Asset Management, Financial Services, Financial Analysis, Management, Finance, Securities, Asset Allocation, Strategy
Education
University of California, San Diego 1992 — 1996
BA, Economics and Political Science
Personal Capital February 2011 - Present
Fisher Investments December 1997 - February 2009
Skills
Strategic Financial..., Equities, Venture Capital, Investments, Investment Banking, Portfolio Management, Security Analysis, Valuation, Capital Markets, Asset Management, Financial Services, Financial Analysis, Management, Finance, Securities, Asset Allocation, Strategy
Education
University of California, San Diego 1992 — 1996
BA, Economics and Political Science
Jean Skaling's Fisher Investments Experience 2004 - 2006
Job Financial Operations
Industry Accounting
Experience
Supporting Strategies September 2014 - Present
J. Hilburn Men's Clothier June 2013 - Present
Citco Fund Services (San Francisco) July 2007 - July 2010
Citco Fund Services September 2006 - June 2007
Fisher Investments 2004 - 2006
Fisher Investments, Inc 2002 - 2004
Franklin Templeton June 2000 - April 2002
Skills
Hedge Funds, Mutual Funds, Equities, Fixed Income, Derivatives, Alternative Investments, Fund Administration, Financial Reporting, Accounting, Bloomberg, US GAAP, Fund Accounting, Options, Bonds, Asset Management, Investments, Investor Relations
Education
University of California, Santa Barbara 1994 — 2000
Bachelors of Arts, Business Economics with Emphasis in Accounting
Supporting Strategies September 2014 - Present
J. Hilburn Men's Clothier June 2013 - Present
Citco Fund Services (San Francisco) July 2007 - July 2010
Citco Fund Services September 2006 - June 2007
Fisher Investments 2004 - 2006
Fisher Investments, Inc 2002 - 2004
Franklin Templeton June 2000 - April 2002
Skills
Hedge Funds, Mutual Funds, Equities, Fixed Income, Derivatives, Alternative Investments, Fund Administration, Financial Reporting, Accounting, Bloomberg, US GAAP, Fund Accounting, Options, Bonds, Asset Management, Investments, Investor Relations
Education
University of California, Santa Barbara 1994 — 2000
Bachelors of Arts, Business Economics with Emphasis in Accounting
Natalie A. Pukatch Natalie A. Pukatch's Fisher Investments Experience July 2010 - August 2012
Job Associate Director at First Republic Bank
Industry Investment Banking
Experience
First Republic Bank January 2015 - Present
First Republic Bank January 2013 - December 2014
BASI Pilates September 2012 - November 2014
Firebrand Sports August 2012 - December 2012
Fisher Investments July 2010 - August 2012
Arthritis Foundation June 2007 - December 2011
Marcus & Millichap October 2009 - February 2010
JPS Global Investments May 2008 - April 2009
Bell, Rosenberg & Hughes LLP August 2007 - December 2007
Skills
Portfolio Management, Valuation, Equity Research, Financial Analysis, Stata, Statistics, Account Management, Capital IQ, Securities, Financial Modeling, Laughter Yoga, Bloomberg Terminal, Market Research, Asset Allocation, Alternative Investments, Morningstar Direct, Moxy, MIS, APX, Microsoft CRM, Fortigent, Money Guide Pro, NetX360, SharePoint, WebEx
Education
University of California, Los Angeles 2014 — 2015
Certified Financial Planning (CFP) Accelerated Program, Financial Planning and Services
University of California, San Diego 2008 — 2010
B.A., Econometrics and Quantitative Economics
University of California, Santa Cruz 2004 — 2006
B.A., Economics
First Republic Bank January 2015 - Present
First Republic Bank January 2013 - December 2014
BASI Pilates September 2012 - November 2014
Firebrand Sports August 2012 - December 2012
Fisher Investments July 2010 - August 2012
Arthritis Foundation June 2007 - December 2011
Marcus & Millichap October 2009 - February 2010
JPS Global Investments May 2008 - April 2009
Bell, Rosenberg & Hughes LLP August 2007 - December 2007
Skills
Portfolio Management, Valuation, Equity Research, Financial Analysis, Stata, Statistics, Account Management, Capital IQ, Securities, Financial Modeling, Laughter Yoga, Bloomberg Terminal, Market Research, Asset Allocation, Alternative Investments, Morningstar Direct, Moxy, MIS, APX, Microsoft CRM, Fortigent, Money Guide Pro, NetX360, SharePoint, WebEx
Education
University of California, Los Angeles 2014 — 2015
Certified Financial Planning (CFP) Accelerated Program, Financial Planning and Services
University of California, San Diego 2008 — 2010
B.A., Econometrics and Quantitative Economics
University of California, Santa Cruz 2004 — 2006
B.A., Economics
Adam Schneider Adam Schneider's Fisher Investments Experience March 2014 - Present
Job Vice President, WealthBuilder at Fisher Investments
Industry Financial Services
Experience
Fisher Investments March 2014 - Present
Fisher Investments September 2012 - February 2014
UCSB Recreational Sports 2008 - June 2012
University Directories July 2011 - September 2011
UCSB Recreational Sports October 2010 - April 2011
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts, Economics
University of California, Santa Barbara 2008 — 2012
B.A., Political Science
Fisher Investments March 2014 - Present
Fisher Investments September 2012 - February 2014
UCSB Recreational Sports 2008 - June 2012
University Directories July 2011 - September 2011
UCSB Recreational Sports October 2010 - April 2011
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts, Economics
University of California, Santa Barbara 2008 — 2012
B.A., Political Science
Honey Lacasandile Honey Lacasandile's Fisher Investments Experience September 2014 - Present
Job Institutional Request for Proposal Specialist
Industry Financial Services
Experience
Fisher Investments September 2014 - Present
Fisher Investments April 2013 - September 2014
CALIFORNIA ASSOCIATION OF REALTORS® October 2012 - April 2013
Northwestern Mutual June 2012 - August 2012
UCLA March 2011 - June 2011
Skills
Research, Microsoft Excel, Time Management, Morningstar, Interpersonal..., Stata, Statistical Data..., PowerPoint, Analysis, Microsoft Word, Public Speaking, Goal Oriented, Highly detail oriented, Analytic Problem Solving, Data Analysis, Economics, Microsoft Office
Education
UCLA 2009 — 2013
Bachelor’s Degree, Economics and Political Science Minor
Watsonville High School 2005 — 2009
High School Diploma, General, 4.0
Fisher Investments September 2014 - Present
Fisher Investments April 2013 - September 2014
CALIFORNIA ASSOCIATION OF REALTORS® October 2012 - April 2013
Northwestern Mutual June 2012 - August 2012
UCLA March 2011 - June 2011
Skills
Research, Microsoft Excel, Time Management, Morningstar, Interpersonal..., Stata, Statistical Data..., PowerPoint, Analysis, Microsoft Word, Public Speaking, Goal Oriented, Highly detail oriented, Analytic Problem Solving, Data Analysis, Economics, Microsoft Office
Education
UCLA 2009 — 2013
Bachelor’s Degree, Economics and Political Science Minor
Watsonville High School 2005 — 2009
High School Diploma, General, 4.0
Avinash Basa Avinash Basa's Fisher Investments Experience January 2015 - Present
Job Investment Associate
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
Fisher Investments August 2013 - January 2015
UCLA Olsen Laboratory September 2009 - September 2012
BioMarin June 2011 - September 2011
Skills
Purification, Research, Data Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Teaching, Matlab
Education
UCLA 2009 — 2013
Bachelor’s Degree, Neuroscience
Fisher Investments January 2015 - Present
Fisher Investments August 2013 - January 2015
UCLA Olsen Laboratory September 2009 - September 2012
BioMarin June 2011 - September 2011
Skills
Purification, Research, Data Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Teaching, Matlab
Education
UCLA 2009 — 2013
Bachelor’s Degree, Neuroscience
Rachel Cox Rachel Cox's Fisher Investments Experience November 2010 - Present
Job Investment Counselor at Fisher Investments
Industry Investment Banking
Experience
Make-A-Wish Foundation, Greater Bay Area August 2011 - Present
Fisher Investments November 2010 - Present
American Internet Mortgage, Inc. February 2009 - October 2010
Formula Public Relations July 2008 - January 2009
Bacara Resort and Spa November 2006 - June 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Outlook, Customer Service, Marketing, Management, Project Management, Financial Analysis, Leadership, Investments, Sales, Fundraising, Business Development, Real Estate, Market Research, Salesforce.com, Social Media, Social Media Marketing, Social Networking
Education
University of California, Santa Barbara 2004 — 2007
Bachelor of Arts, Business Economics, Music
Make-A-Wish Foundation, Greater Bay Area August 2011 - Present
Fisher Investments November 2010 - Present
American Internet Mortgage, Inc. February 2009 - October 2010
Formula Public Relations July 2008 - January 2009
Bacara Resort and Spa November 2006 - June 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Outlook, Customer Service, Marketing, Management, Project Management, Financial Analysis, Leadership, Investments, Sales, Fundraising, Business Development, Real Estate, Market Research, Salesforce.com, Social Media, Social Media Marketing, Social Networking
Education
University of California, Santa Barbara 2004 — 2007
Bachelor of Arts, Business Economics, Music
Eva Mollett (Walcott-Ayers) Eva Mollett (Walcott-Ayers)'s Fisher Investments Experience September 2007 - November 2008
Job Senior Recruiter at ModCloth
Industry Staffing and Recruiting
Experience
ModCloth September 2015 - Present
ModCloth August 2013 - Present
The Sage Group (formerly Sage Consulting Associates) October 2010 - August 2013
Adify January 2010 - October 2010
Adify June 2009 - January 2010
Fisher Investments September 2007 - November 2008
Skills
Recruiting, Employee Relations, Applicant Tracking..., Internet Recruiting, Account Management, Social Media, Screening Resumes, Talent Acquisition, Marketing, Temporary Staffing, Training, Start-ups, Onboarding, CRM, Talent Management, Management, Networking, Performance Management, Leadership, Temporary Placement, Project Management, Sales, Market Research, Strategy, Sourcing
Education
University of California, Santa Barbara 2003 — 2007
Physical Anthropology, French Language and Literature
ModCloth September 2015 - Present
ModCloth August 2013 - Present
The Sage Group (formerly Sage Consulting Associates) October 2010 - August 2013
Adify January 2010 - October 2010
Adify June 2009 - January 2010
Fisher Investments September 2007 - November 2008
Skills
Recruiting, Employee Relations, Applicant Tracking..., Internet Recruiting, Account Management, Social Media, Screening Resumes, Talent Acquisition, Marketing, Temporary Staffing, Training, Start-ups, Onboarding, CRM, Talent Management, Management, Networking, Performance Management, Leadership, Temporary Placement, Project Management, Sales, Market Research, Strategy, Sourcing
Education
University of California, Santa Barbara 2003 — 2007
Physical Anthropology, French Language and Literature
Abbey Shi Abbey Shi's Fisher Investments Experience August 2008 - November 2008
Job Program Manager at Google
Industry Human Resources
Experience
Google April 2015 - Present
Google July 2013 - March 2015
Google April 2011 - July 2013
Plastic Printing Professionals ( P3 ) March 2009 - April 2011
Fisher Investments August 2008 - November 2008
Alpha Kappa Psi January 2008 - June 2008
Santa Barbara County District Attorney June 2007 - August 2007
Mullen & Henzell LLP June 2006 - August 2007
University of California, Santa Barbara April 2007 - June 2007
Daily Nexus September 2004 - June 2007
Skills
Strategic Communications, Management, Customer Service, Blogging, International Relations, Strategy, Interviews, Talent Acquisition, Onboarding, Sales, Recruiting, Sourcing, Technical Recruiting, College Recruiting, Applicant Tracking...
Education
University of California, Santa Barbara 2004 — 2008
Political Science and Spanish, International Relations
Windward School 1998 — 2004
High School
Google April 2015 - Present
Google July 2013 - March 2015
Google April 2011 - July 2013
Plastic Printing Professionals ( P3 ) March 2009 - April 2011
Fisher Investments August 2008 - November 2008
Alpha Kappa Psi January 2008 - June 2008
Santa Barbara County District Attorney June 2007 - August 2007
Mullen & Henzell LLP June 2006 - August 2007
University of California, Santa Barbara April 2007 - June 2007
Daily Nexus September 2004 - June 2007
Skills
Strategic Communications, Management, Customer Service, Blogging, International Relations, Strategy, Interviews, Talent Acquisition, Onboarding, Sales, Recruiting, Sourcing, Technical Recruiting, College Recruiting, Applicant Tracking...
Education
University of California, Santa Barbara 2004 — 2008
Political Science and Spanish, International Relations
Windward School 1998 — 2004
High School
John Wallet MBA's Fisher Investments Experience August 2015 - Present
Job Investment Counselor Group Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2015 - Present
Fisher Investments March 2015 - August 2015
Fisher Investments September 2012 - March 2015
Charles Fish Investments May 2008 - October 2012
Countrywide Securities Corporation January 2005 - May 2008
Skills
Trading, Securities, Portfolio Management, Bonds, Series 7, Excel, Series 65, Bloomberg, Fixed Income, Fixed Income Trading, Wealth Management, Equities, Valuation, Asset Management, Investments, Financial Analysis, Financial Planning, Risk Management, Credit, Analysis, Manage Client..., Business Development, Entrepreneurship, Microsoft Excel, Strategy, Capital Markets, Banking, Finance
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
MBA, Finance
University of California, Los Angeles
B.A, English
El Segundo High School 1994 — 1998
Advanced Placement English, Biology, Economics and History
Fisher Investments August 2015 - Present
Fisher Investments March 2015 - August 2015
Fisher Investments September 2012 - March 2015
Charles Fish Investments May 2008 - October 2012
Countrywide Securities Corporation January 2005 - May 2008
Skills
Trading, Securities, Portfolio Management, Bonds, Series 7, Excel, Series 65, Bloomberg, Fixed Income, Fixed Income Trading, Wealth Management, Equities, Valuation, Asset Management, Investments, Financial Analysis, Financial Planning, Risk Management, Credit, Analysis, Manage Client..., Business Development, Entrepreneurship, Microsoft Excel, Strategy, Capital Markets, Banking, Finance
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
MBA, Finance
University of California, Los Angeles
B.A, English
El Segundo High School 1994 — 1998
Advanced Placement English, Biology, Economics and History
Renee Fung Renee Fung's Fisher Investments Experience 2003 - 2007
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2007 - Present
Fisher Investments 2003 - 2007
Education
University of California, San Diego 1999 — 2003
B.S., Management Science
Goldman Sachs 2007 - Present
Fisher Investments 2003 - 2007
Education
University of California, San Diego 1999 — 2003
B.S., Management Science
Matt Schrader, CFA, CIPM Matt Schrader, CFA, CIPM's Fisher Investments Experience April 2009 - Present
Job Research Team Leader
Industry Financial Services
Experience
Fisher Investments April 2009 - Present
Investment Advisor April 2007 - April 2009
Education
University of California, San Diego 1999 — 2003
Fisher Investments April 2009 - Present
Investment Advisor April 2007 - April 2009
Education
University of California, San Diego 1999 — 2003
Derek Dunne Derek Dunne's Fisher Investments Experience January 2014 - Present
Job Lieutenant Vice President Marketing
Industry Financial Services
Experience
Fisher Investments January 2014 - Present
Fisher Investments April 2012 - January 2014
Fisher Investments February 2011 - April 2012
Fisher Investments February 2010 - February 2011
Merrill Lynch July 2007 - September 2007
Education
University of California, San Diego 2005 — 2009
BA, Economics
Fisher Investments January 2014 - Present
Fisher Investments April 2012 - January 2014
Fisher Investments February 2011 - April 2012
Fisher Investments February 2010 - February 2011
Merrill Lynch July 2007 - September 2007
Education
University of California, San Diego 2005 — 2009
BA, Economics
K.C. Ellis K.C. Ellis's Fisher Investments Experience October 2014 - Present
Job Lieutenant Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments October 2014 - Present
Fisher Investments August 2013 - October 2014
Fisher Investments January 2011 - August 2013
Fisher Investments October 2008 - January 2011
Fisher Investments May 2007 - October 2008
Fisher Investments September 2005 - May 2007
Fisher Investments September 2004 - October 2005
Fisher Investments September 2003 - September 2004
Skills
Portfolio Management, Asset Management, Leadership, Investments, Business Development, Program Management, Strategy, Financial Services, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Series 7, Investment Management, Series 63, Financial Analysis, Securities
Education
University of California, Santa Barbara 1999 — 2003
B.A., Communication
Fisher Investments October 2014 - Present
Fisher Investments August 2013 - October 2014
Fisher Investments January 2011 - August 2013
Fisher Investments October 2008 - January 2011
Fisher Investments May 2007 - October 2008
Fisher Investments September 2005 - May 2007
Fisher Investments September 2004 - October 2005
Fisher Investments September 2003 - September 2004
Skills
Portfolio Management, Asset Management, Leadership, Investments, Business Development, Program Management, Strategy, Financial Services, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Series 7, Investment Management, Series 63, Financial Analysis, Securities
Education
University of California, Santa Barbara 1999 — 2003
B.A., Communication
Emma Citrin's Fisher Investments Experience May 2008 - August 2008
Job Talent Acquisition Lead at RED Interactive Agency
Industry Marketing and Advertising
Experience
RED Interactive Agency September 2013 - Present
RED Interactive Agency September 2011 - September 2013
KPMG June 2011 - August 2011
Yoga Journal June 2009 - September 2009
Fisher Investments May 2008 - August 2008
Skills
Social Media, Research, Recruiting, Editing, Creative Direction, Digital Strategy
Education
University of California, Los Angeles
BA, Interpersonal Communications
RED Interactive Agency September 2013 - Present
RED Interactive Agency September 2011 - September 2013
KPMG June 2011 - August 2011
Yoga Journal June 2009 - September 2009
Fisher Investments May 2008 - August 2008
Skills
Social Media, Research, Recruiting, Editing, Creative Direction, Digital Strategy
Education
University of California, Los Angeles
BA, Interpersonal Communications
Rob Rinsky's Fisher Investments Experience 2002 - 2005
Job Leveraging EdTech to Bridge the Gap
Industry Professional Training & Coaching
Experience
Swivl May 2015 - Present
Consultant June 2014 - May 2015
Yavneh Day School 2013 - 2014
Moreland Middle School 2012 - 2013
Los Altos School District 2009 - 2012
Academic Chess 2008 - 2012
3M Health Care Division 2006 - 2007
Everdream 2005 - 2006
Fisher Investments 2002 - 2005
Skills
Staff Development, Public Speaking, Curriculum Development, Leadership, Customer Service, Sales Management, Teaching, SaaS, Solution Selling, CRM, Account Management, Cold Calling, E-Learning, Classroom, Strategy, Strategic Planning, Social Media, Teacher Training, Educational Technology, Educational Leadership, Curriculum Design, K-12, Higher Education, Lesson Planning, Instructional Technology
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Global and International Studies
University of California, Los Angeles 2000 — 2000
Spanish Language and Literature
Monta Vista
Swivl May 2015 - Present
Consultant June 2014 - May 2015
Yavneh Day School 2013 - 2014
Moreland Middle School 2012 - 2013
Los Altos School District 2009 - 2012
Academic Chess 2008 - 2012
3M Health Care Division 2006 - 2007
Everdream 2005 - 2006
Fisher Investments 2002 - 2005
Skills
Staff Development, Public Speaking, Curriculum Development, Leadership, Customer Service, Sales Management, Teaching, SaaS, Solution Selling, CRM, Account Management, Cold Calling, E-Learning, Classroom, Strategy, Strategic Planning, Social Media, Teacher Training, Educational Technology, Educational Leadership, Curriculum Design, K-12, Higher Education, Lesson Planning, Instructional Technology
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Global and International Studies
University of California, Los Angeles 2000 — 2000
Spanish Language and Literature
Monta Vista
Tadd Liu's Fisher Investments Experience August 2005 - January 2006
Job Capital Markets Analyst and Trading Operations
Industry Capital Markets
Experience
Wells Fargo Securities May 2008 - Present
Wells Capital Management November 2006 - May 2008
Wells Fargo January 2006 - November 2006
Fisher Investments August 2005 - January 2006
Skills
Investments, Financial Analysis, Financial Modeling, DCF, Valuation, Portfolio Management, Equities
Education
University of California, San Diego 2001 — 2005
B.S., Business Management
Wells Fargo Securities May 2008 - Present
Wells Capital Management November 2006 - May 2008
Wells Fargo January 2006 - November 2006
Fisher Investments August 2005 - January 2006
Skills
Investments, Financial Analysis, Financial Modeling, DCF, Valuation, Portfolio Management, Equities
Education
University of California, San Diego 2001 — 2005
B.S., Business Management
Teddie Liu's Fisher Investments Experience May 2004 - September 2005
Job Vice President, Sales Analytics & Forecasting
Industry Consumer Goods
Experience
Moose Toys February 2013 - June 2015
MGA Entertainment August 2010 - January 2013
MGA Entertainment October 2008 - August 2010
MGA Entertainment October 2006 - October 2008
BDL Construction Inc September 2005 - October 2008
Fisher Investments May 2004 - September 2005
Fisher Investments January 2002 - May 2004
Skills
Consumer Products, Forecasting, Toys, Wal-Mart, Competitive Analysis, Market Research, Merchandising, Strategic Planning, Analytics, Budgets, Shopper Marketing, Sales, Trade Marketing, Customer Insight, Cross-functional Team..., Product Development, Marketing Strategy, Account Management, Brand Management, CPFR
Education
UCLA 1997 — 2001
Bachelor of Arts (BA), International Economics
Moose Toys February 2013 - June 2015
MGA Entertainment August 2010 - January 2013
MGA Entertainment October 2008 - August 2010
MGA Entertainment October 2006 - October 2008
BDL Construction Inc September 2005 - October 2008
Fisher Investments May 2004 - September 2005
Fisher Investments January 2002 - May 2004
Skills
Consumer Products, Forecasting, Toys, Wal-Mart, Competitive Analysis, Market Research, Merchandising, Strategic Planning, Analytics, Budgets, Shopper Marketing, Sales, Trade Marketing, Customer Insight, Cross-functional Team..., Product Development, Marketing Strategy, Account Management, Brand Management, CPFR
Education
UCLA 1997 — 2001
Bachelor of Arts (BA), International Economics
Aaron Anderson's Fisher Investments Experience January 2011 - Present
Job Senior Vice President, Research/Investment Policy Committee Member at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2011 - Present
Fisher Investments March 2006 - January 2011
Fisher Investments August 2008 - March 2009
Fisher Investments January 2005 - March 2006
Deutsche Bank Alex Brown July 1996 - January 2005
Education
University of San Francisco 2000 — 2002
BS, Applied Economics
University of California, Santa Barbara 1990 — 1995
BS, Geophysics
Fisher Investments January 2011 - Present
Fisher Investments March 2006 - January 2011
Fisher Investments August 2008 - March 2009
Fisher Investments January 2005 - March 2006
Deutsche Bank Alex Brown July 1996 - January 2005
Education
University of San Francisco 2000 — 2002
BS, Applied Economics
University of California, Santa Barbara 1990 — 1995
BS, Geophysics
Joe Paone's Fisher Investments Experience 2005 - 2007
Job Channel Marketing Manager, iShares by BlackRock
Industry Investment Management
Experience
BlackRock January 2014 - Present
Merk Investments 2010 - 2014
Merk Investments 2010 - 2011
AdRoll 2009 - 2010
EcoFlip 2007 - 2008
Fisher Investments 2005 - 2007
Skills
Marketing, Finance, Equities, Investment Strategies, Mutual Funds, Valuation, Economics, Fixed Income, Asset Allocation, Investment Management, Investments, Strategy, Financial Analysis, Series 63, Online Marketing, Wealth Management, Entrepreneurship, Business Strategy, Management, Series 7, Asset Managment, Capital Markets, Asset Management
Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics
BlackRock January 2014 - Present
Merk Investments 2010 - 2014
Merk Investments 2010 - 2011
AdRoll 2009 - 2010
EcoFlip 2007 - 2008
Fisher Investments 2005 - 2007
Skills
Marketing, Finance, Equities, Investment Strategies, Mutual Funds, Valuation, Economics, Fixed Income, Asset Allocation, Investment Management, Investments, Strategy, Financial Analysis, Series 63, Online Marketing, Wealth Management, Entrepreneurship, Business Strategy, Management, Series 7, Asset Managment, Capital Markets, Asset Management
Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics
Cara Saxton's Fisher Investments Experience August 2006 - December 2007
Job Executive Assistant at Sequoia Capital
Industry Financial Services
Experience
Sequoia Capital February 2011 - Present
Demeter Group September 2009 - February 2011
Vino Volo June 2008 - October 2008
Vino Volo November 2007 - June 2008
Fisher Investments August 2006 - December 2007
Fisher Investments April 2006 - August 2006
Fisher Investments August 2005 - April 2006
Skills
Travel Planning, PowerPoint, Communication, Text Editing, Expense Reports, Heavy Calendaring, Facilities Management, Employee Training
Education
University of California, Santa Barbara 2001 — 2005
BA, Business Economics, Law & Society
Sequoia Capital February 2011 - Present
Demeter Group September 2009 - February 2011
Vino Volo June 2008 - October 2008
Vino Volo November 2007 - June 2008
Fisher Investments August 2006 - December 2007
Fisher Investments April 2006 - August 2006
Fisher Investments August 2005 - April 2006
Skills
Travel Planning, PowerPoint, Communication, Text Editing, Expense Reports, Heavy Calendaring, Facilities Management, Employee Training
Education
University of California, Santa Barbara 2001 — 2005
BA, Business Economics, Law & Society
Chelsea Cornelsen's Fisher Investments Experience 2013 - Present
Job Global Custody Management, Group Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments 2013 - Present
Fisher Investments 2008 - 2011
Fisher Investments 2005 - 2008
Education
University of California, Santa Barbara 1999 — 2003
Bachelor of Science (BS), Business/Managerial Economics
Fisher Investments 2013 - Present
Fisher Investments 2008 - 2011
Fisher Investments 2005 - 2008
Education
University of California, Santa Barbara 1999 — 2003
Bachelor of Science (BS), Business/Managerial Economics
Deborah Han's Fisher Investments Experience 2007 - 2008
Job Vice President/Manager, Client Services at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management May 2015 - Present
Franklin Templeton Investments April 2011 - April 2015
Franklin Templeton Investments February 2008 - April 2011
Fisher Investments 2007 - 2008
Fisher Investments 2006 - 2007
Fisher Investments 2005 - 2006
Fisher Investments 2003 - 2005
Education
University of California, San Diego 1998 — 2002
Bernstein Private Wealth Management May 2015 - Present
Franklin Templeton Investments April 2011 - April 2015
Franklin Templeton Investments February 2008 - April 2011
Fisher Investments 2007 - 2008
Fisher Investments 2006 - 2007
Fisher Investments 2005 - 2006
Fisher Investments 2003 - 2005
Education
University of California, San Diego 1998 — 2002
Bryan Schofield's Fisher Investments Experience January 2015 - Present
Job Content Services Analyst at Fisher Investments
Industry Investment Management
Experience
Fisher Investments January 2015 - Present
Fisher Investments September 2013 - January 2015
Fisher Investments November 2011 - September 2013
Fisher Investments April 2010 - November 2011
Phraseology February 2009 - October 2011
Kebirigo Community Resource Center June 2008 - August 2009
UCLA Call Center June 2007 - December 2007
Morgan Stanley August 2007 - November 2007
Velvet Hammer Music and Management April 2007 - August 2007
Skills
Competitive Analysis, Marketing, Management, Editing, Strategic Communications, Market Research, Data Analysis, Strategic Planning, Time Management, Financial Analysis
Education
University of California, Los Angeles 2005 — 2008
Bachelor of Arts, Economics, English
University of California, Los Angeles 2005 — 2008
Bachelor's degree, Economics
Fisher Investments January 2015 - Present
Fisher Investments September 2013 - January 2015
Fisher Investments November 2011 - September 2013
Fisher Investments April 2010 - November 2011
Phraseology February 2009 - October 2011
Kebirigo Community Resource Center June 2008 - August 2009
UCLA Call Center June 2007 - December 2007
Morgan Stanley August 2007 - November 2007
Velvet Hammer Music and Management April 2007 - August 2007
Skills
Competitive Analysis, Marketing, Management, Editing, Strategic Communications, Market Research, Data Analysis, Strategic Planning, Time Management, Financial Analysis
Education
University of California, Los Angeles 2005 — 2008
Bachelor of Arts, Economics, English
University of California, Los Angeles 2005 — 2008
Bachelor's degree, Economics
Tony C Lin's Fisher Investments Experience 1998 - 2001
Job Business Analyst at First Quadrant
Industry Financial Services
Experience
First Quadrant February 2014 - Present
First Quadrant January 2012 - February 2014
First Quadrant June 2008 - December 2011
SSI Investment Management May 2006 - May 2008
Capco 2001 - 2005
Dalton Investments 2003 - 2004
Fisher Investments 1998 - 2001
Quick & Reilly 1998 - 1998
Skills
Hedge Funds, Portfolio Management, Equities, Management, Accounting, Investments, Asset Management, Investment Management, Alternative Investments, Bloomberg, Derivatives, Fixed Income
Education
University of California, San Diego 1995 — 1998
BA, Economics with a Minor in Regional Specialization in Asia
Cupertino HS 1989 — 1993
First Quadrant February 2014 - Present
First Quadrant January 2012 - February 2014
First Quadrant June 2008 - December 2011
SSI Investment Management May 2006 - May 2008
Capco 2001 - 2005
Dalton Investments 2003 - 2004
Fisher Investments 1998 - 2001
Quick & Reilly 1998 - 1998
Skills
Hedge Funds, Portfolio Management, Equities, Management, Accounting, Investments, Asset Management, Investment Management, Alternative Investments, Bloomberg, Derivatives, Fixed Income
Education
University of California, San Diego 1995 — 1998
BA, Economics with a Minor in Regional Specialization in Asia
Cupertino HS 1989 — 1993
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
Scott Sherwood's Fisher Investments Experience March 2007 - March 2007
Job Summer Associate at Gibson, Dunn & Crutcher LLP
Industry Real Estate
Experience
Gibson, Dunn & Crutcher LLP May 2013 - Present
Wells Fargo June 2010 - July 2012
Wells Fargo May 2009 - August 2009
Marcus & Millichap January 2009 - May 2009
Prudential Property Investment Managers June 2008 - August 2008
Fisher Investments March 2007 - March 2007
Pacific Peninsula Group May 2005 - August 2006
Skills
Real Estate Economics, Valuation, Financial Analysis, Investments, Financial Modeling, Real Estate, Asset Management
Education
UCLA School of Law 2012 — 2015
University of Southern California - Marshall School of Business 2006 — 2010
Gibson, Dunn & Crutcher LLP May 2013 - Present
Wells Fargo June 2010 - July 2012
Wells Fargo May 2009 - August 2009
Marcus & Millichap January 2009 - May 2009
Prudential Property Investment Managers June 2008 - August 2008
Fisher Investments March 2007 - March 2007
Pacific Peninsula Group May 2005 - August 2006
Skills
Real Estate Economics, Valuation, Financial Analysis, Investments, Financial Modeling, Real Estate, Asset Management
Education
UCLA School of Law 2012 — 2015
University of Southern California - Marshall School of Business 2006 — 2010
Al Shuhaiber's Fisher Investments Experience August 2012 - July 2013
Job Analyst at City National Rochdale
Industry Banking
Experience
City National Rochdale November 2014 - Present
Cambridge Associates July 2013 - 2014
Fisher Investments August 2012 - July 2013
The Undergradute Journal of Economics at UCSD January 2011 - August 2011
Skills
Private Equity, Market Research, Econometrics, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Business Development, Stata
Education
University of California, San Diego 2010 — 2012
BA, Economics
City National Rochdale November 2014 - Present
Cambridge Associates July 2013 - 2014
Fisher Investments August 2012 - July 2013
The Undergradute Journal of Economics at UCSD January 2011 - August 2011
Skills
Private Equity, Market Research, Econometrics, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Business Development, Stata
Education
University of California, San Diego 2010 — 2012
BA, Economics
Dwight Koda, CPA, CFA, CMA's Fisher Investments Experience 2005 - Present
Job Controller
Industry Investment Management
Experience
Fisher Investments 2005 - Present
Starlight International 2000 - 2005
Starlight International 1998 - 2000
Edison International 1996 - 1998
CSC 1995 - 1996
CSC 1992 - 1995
Skills
Financial Reporting, Financial Analysis
Education
University of Southern California
Master of Business Administration (MBA)
UCLA
Bachelor of Arts (B.A.), Economics
Fisher Investments 2005 - Present
Starlight International 2000 - 2005
Starlight International 1998 - 2000
Edison International 1996 - 1998
CSC 1995 - 1996
CSC 1992 - 1995
Skills
Financial Reporting, Financial Analysis
Education
University of Southern California
Master of Business Administration (MBA)
UCLA
Bachelor of Arts (B.A.), Economics
Karan Sadarangani's Fisher Investments Experience August 2012 - Present
Job Project Manager/Business Partner at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2012 - Present
Fisher Investments February 2012 - August 2012
Fisher Investments November 2009 - January 2012
Fisher Investments September 2007 - November 2009
Skills
Microsoft Excel, Financial Analysis, Analysis, Microsoft Office, Leadership, Finance, Financial Modeling, Project Management, Cross-functional Team..., Team Building, Change Management, Project Planning, Resource Management
Education
University of California, Santa Barbara 2002 — 2006
B.A., Business Economics
University of California, Santa Barbara 2002 — 2006
Business Economics, Business Economics
Fisher Investments August 2012 - Present
Fisher Investments February 2012 - August 2012
Fisher Investments November 2009 - January 2012
Fisher Investments September 2007 - November 2009
Skills
Microsoft Excel, Financial Analysis, Analysis, Microsoft Office, Leadership, Finance, Financial Modeling, Project Management, Cross-functional Team..., Team Building, Change Management, Project Planning, Resource Management
Education
University of California, Santa Barbara 2002 — 2006
B.A., Business Economics
University of California, Santa Barbara 2002 — 2006
Business Economics, Business Economics
Franklin Tsai's Fisher Investments Experience October 2014 - Present
Job Competitive Resource Analyst at Fisher Investments
Industry Financial Services
Experience
Fisher Investments October 2014 - Present
Fisher Investments October 2012 - October 2014
Fisher Investments August 2011 - October 2012
Main Street Trading July 2009 - January 2010
Skills
Project Management, Business Development, Management, Strategic Planning, Access, Investments, Market Research, Microsoft Excel, PowerPoint, Sales, Finance, Financial Analysis, Microsoft Office, Outlook
Education
University of California, Irvine 2005 — 2009
Economics
Fisher Investments October 2014 - Present
Fisher Investments October 2012 - October 2014
Fisher Investments August 2011 - October 2012
Main Street Trading July 2009 - January 2010
Skills
Project Management, Business Development, Management, Strategic Planning, Access, Investments, Market Research, Microsoft Excel, PowerPoint, Sales, Finance, Financial Analysis, Microsoft Office, Outlook
Education
University of California, Irvine 2005 — 2009
Economics
Alexandra Barnardo's Fisher Investments Experience November 2013 - September 2014
Job Integrated Marketing Manager at SoFi
Industry Financial Services
Experience
SoFi September 2014 - Present
Fisher Investments November 2013 - September 2014
Fisher Investments June 2012 - November 2013
Fisher Investments August 2011 - June 2012
U.S. Commercial Service September 2010 - December 2010
Los Angeles Area Chamber of Commerce June 2010 - September 2010
Skills
Event Management, Direct Marketing, Email Marketing, Marketing Strategy, Marketing Budget..., Project Management, Lead Generation, Marketing
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (B.A.), European Studies
SoFi September 2014 - Present
Fisher Investments November 2013 - September 2014
Fisher Investments June 2012 - November 2013
Fisher Investments August 2011 - June 2012
U.S. Commercial Service September 2010 - December 2010
Los Angeles Area Chamber of Commerce June 2010 - September 2010
Skills
Event Management, Direct Marketing, Email Marketing, Marketing Strategy, Marketing Budget..., Project Management, Lead Generation, Marketing
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (B.A.), European Studies
Tiffany Chau's Fisher Investments Experience August 2012 - September 2012
Job Marketing Manager at Chaibee Photos
Industry Marketing and Advertising
Experience
Chaibee Photos September 2013 - Present
Fisher Investments August 2012 - September 2012
Bankers Preferred Real Estate Loans July 2012 - August 2012
UC Davis September 2010 - April 2012
Distressed Home Solutions June 2011 - September 2011
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Research, Social Media, Data Analysis, Facebook, Event Planning, Public Speaking, HTML5, CSS, Management, Customer Service, Community Outreach, Marketing, Social Networking
Education
University of California, Davis 2009 — 2013
Bachelor of Arts (BA), Economics. Minor: Dramatic Art
Chaibee Photos September 2013 - Present
Fisher Investments August 2012 - September 2012
Bankers Preferred Real Estate Loans July 2012 - August 2012
UC Davis September 2010 - April 2012
Distressed Home Solutions June 2011 - September 2011
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Research, Social Media, Data Analysis, Facebook, Event Planning, Public Speaking, HTML5, CSS, Management, Customer Service, Community Outreach, Marketing, Social Networking
Education
University of California, Davis 2009 — 2013
Bachelor of Arts (BA), Economics. Minor: Dramatic Art
Mahesh Dass's Fisher Investments Experience January 2015 - Present
Job Research Analyst at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
Fisher Investments October 2013 - January 2015
Fisher Investments March 2013 - October 2013
Encore Capital Group May 2012 - September 2012
Encore Capital Group July 2011 - May 2012
Skills
Microsoft Excel, Microsoft Office, Salesforce.com, Statistics, Business Process..., Business Analysis, Management, Data Analysis, Financial Analysis, Analytics
Education
University of California, San Diego 2007 — 2011
B.S., Economics and Mathematics
Fisher Investments January 2015 - Present
Fisher Investments October 2013 - January 2015
Fisher Investments March 2013 - October 2013
Encore Capital Group May 2012 - September 2012
Encore Capital Group July 2011 - May 2012
Skills
Microsoft Excel, Microsoft Office, Salesforce.com, Statistics, Business Process..., Business Analysis, Management, Data Analysis, Financial Analysis, Analytics
Education
University of California, San Diego 2007 — 2011
B.S., Economics and Mathematics
Michael Cortina's Fisher Investments Experience October 2011 - September 2012
Job Financial Advisor at Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers November 2012 - Present
Fisher Investments October 2011 - September 2012
TD Ameritrade October 2009 - August 2011
First Regional Bank September 2007 - October 2009
LPL Financial April 2005 - September 2007
Skills
FINRA Series 7, FINRA Series 66, Wealth Accumulation, Equities, Alternative Investments, Stocks, Derivatives, Options, Sales Management, Mutual Funds, Uniform Combined State..., Options Strategies, Separately Managed..., Securities, Series 7, Valuation, Asset Allocation, Investments, FINRA
Education
UCSD 2001 — 2005
Economics, Management Science
Interactive Brokers November 2012 - Present
Fisher Investments October 2011 - September 2012
TD Ameritrade October 2009 - August 2011
First Regional Bank September 2007 - October 2009
LPL Financial April 2005 - September 2007
Skills
FINRA Series 7, FINRA Series 66, Wealth Accumulation, Equities, Alternative Investments, Stocks, Derivatives, Options, Sales Management, Mutual Funds, Uniform Combined State..., Options Strategies, Separately Managed..., Securities, Series 7, Valuation, Asset Allocation, Investments, FINRA
Education
UCSD 2001 — 2005
Economics, Management Science
Craig Koller's Fisher Investments Experience July 2013 - Present
Job Research Associate Portfolio Evaluation Group at Fisher Investments
Industry Financial Services
Experience
Fisher Investments July 2013 - Present
Fisher Investments May 2012 - July 2013
Fisher Investments July 2010 - May 2012
Fisher Investments January 2006 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Outlook, English, Windows, Teaching, Public Speaking
Education
University of California, Los Angeles 1997 — 2002
Economics and Sociology, Minor: Policy Studies
Fisher Investments July 2013 - Present
Fisher Investments May 2012 - July 2013
Fisher Investments July 2010 - May 2012
Fisher Investments January 2006 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Outlook, English, Windows, Teaching, Public Speaking
Education
University of California, Los Angeles 1997 — 2002
Economics and Sociology, Minor: Policy Studies
Abhinav Mathur's Fisher Investments Experience August 2013 - May 2014
Job CEO and CoFounder at HulaLoop
Industry Computer Software
Experience
HulaLoop June 2014 - Present
Fisher Investments August 2013 - May 2014
StepStone Group 2012 - May 2013
Merrill Lynch March 2012 - September 2012
UNOPS July 2011 - September 2011
BioImagene June 2010 - September 2010
Skills
Investments, Economics, Stata, Valuation, Financial Analysis, Microsoft Office, Capital IQ, Microsoft Excel, Microsoft Word, Salesforce.com, Wealth Management, Market Research, PowerPoint, Matlab, Equity Valuation, Risk Management
Education
University of California, San Diego 2009 — 2013
Bachelor's degree, Economics
St. Francis High School
St. Francis High School
St. Francis High School
HulaLoop June 2014 - Present
Fisher Investments August 2013 - May 2014
StepStone Group 2012 - May 2013
Merrill Lynch March 2012 - September 2012
UNOPS July 2011 - September 2011
BioImagene June 2010 - September 2010
Skills
Investments, Economics, Stata, Valuation, Financial Analysis, Microsoft Office, Capital IQ, Microsoft Excel, Microsoft Word, Salesforce.com, Wealth Management, Market Research, PowerPoint, Matlab, Equity Valuation, Risk Management
Education
University of California, San Diego 2009 — 2013
Bachelor's degree, Economics
St. Francis High School
St. Francis High School
St. Francis High School
Tom Guinane's Fisher Investments Experience 2011 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments 2011 - Present
Associated Students UCLA 2009 - 2011
Education
UCLA
Bachelor of Arts (B.A.), Political Science and Government
Fisher Investments 2011 - Present
Associated Students UCLA 2009 - 2011
Education
UCLA
Bachelor of Arts (B.A.), Political Science and Government
Morgan Lui's Fisher Investments Experience May 2011 - April 2013
Job Financial Analyst at WilliamsSonoma, Inc.
Industry Financial Services
Experience
Williams-Sonoma, Inc. April 2013 - Present
Fisher Investments May 2011 - April 2013
Ace Capital Group November 2009 - May 2011
Education
University of California, Irvine 2004 — 2008
Bachelor's degree, Economics
University of California, Irvine - The Paul Merage School of Business 2004 — 2008
Minor, Management
Williams-Sonoma, Inc. April 2013 - Present
Fisher Investments May 2011 - April 2013
Ace Capital Group November 2009 - May 2011
Education
University of California, Irvine 2004 — 2008
Bachelor's degree, Economics
University of California, Irvine - The Paul Merage School of Business 2004 — 2008
Minor, Management
Evelyn Ju's Fisher Investments Experience January 2010 - October 2014
Job Growth Marketing Manager at Funding Circle USA
Industry Financial Services
Experience
Funding Circle USA November 2014 - Present
Fisher Investments January 2010 - October 2014
Skills
Access, Chinese
Education
UCLA 2003 — 2007
Bachelor of Science (B.S.)
saratoga high school
saratoga high school
saratoga high school
Funding Circle USA November 2014 - Present
Fisher Investments January 2010 - October 2014
Skills
Access, Chinese
Education
UCLA 2003 — 2007
Bachelor of Science (B.S.)
saratoga high school
saratoga high school
saratoga high school
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY