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
Evan Beal Evan Beal's Fisher Investments Experience May 2014 - February 2015
Job Entrepreneurial spirit; Diverse experience; Productive professional relationships
Industry Financial Services
Experience
Fisher Investments May 2014 - February 2015
J.P. Morgan Securities LLC. December 2012 - March 2014
JPMorgan Chase May 2011 - November 2012
FG Management January 2010 - April 2011
Ridgeline Consulting Inc. June 2006 - January 2010
Capstar Financial Group Inc April 2002 - June 2006
T.W. Corporation (automotive marketing) October 2000 - April 2002
Skills
Sales, Marketing Strategy, Management, Marketing, Strategic Planning, Finance, Portfolio Management, Series 7, Series 65, Start-ups, Investments, Entrepreneurship, Negotiation, Business Development, Leadership, Financial Analysis, Customer Service, Equities, Life and Health...
Education
University of San Diego
Bachelor of Arts (B.A.)
University of Colorado Boulder
Fisher Investments May 2014 - February 2015
J.P. Morgan Securities LLC. December 2012 - March 2014
JPMorgan Chase May 2011 - November 2012
FG Management January 2010 - April 2011
Ridgeline Consulting Inc. June 2006 - January 2010
Capstar Financial Group Inc April 2002 - June 2006
T.W. Corporation (automotive marketing) October 2000 - April 2002
Skills
Sales, Marketing Strategy, Management, Marketing, Strategic Planning, Finance, Portfolio Management, Series 7, Series 65, Start-ups, Investments, Entrepreneurship, Negotiation, Business Development, Leadership, Financial Analysis, Customer Service, Equities, Life and Health...
Education
University of San Diego
Bachelor of Arts (B.A.)
University of Colorado Boulder
Dyana Mathis Dyana Mathis's Fisher Investments Experience March 2015 - Present
Job Marketing Manager at Fisher Investments
Industry Marketing and Advertising
Experience
Fisher Investments March 2015 - Present
Fisher Investments January 2014 - March 2015
Help a Mother Out April 2013 - January 2014
Santa Clara University October 2011 - September 2013
Santa Clara University March 2011 - June 2013
Landor Associates October 2012 - December 2012
Parca March 2006 - October 2009
Skills
Program Development, Project Management, Program Management, Nonprofits, Data Analysis, Strategic Planning, Research, Public Speaking, PowerPoint, Event Planning, Social Media, Cross-functional Team..., Leadership, Microsoft Excel, Microsoft Office, Market Research, Strategy, Team Leadership, Business Strategy, Marketing Strategy, Management, Marketing, Competitive Analysis
Education
Santa Clara University 2011 — 2013
Master of Business Administration (MBA), Marketing Management/Leadership (Management)
University of California, Santa Cruz 2002 — 2006
BA, Psychology
Fisher Investments March 2015 - Present
Fisher Investments January 2014 - March 2015
Help a Mother Out April 2013 - January 2014
Santa Clara University October 2011 - September 2013
Santa Clara University March 2011 - June 2013
Landor Associates October 2012 - December 2012
Parca March 2006 - October 2009
Skills
Program Development, Project Management, Program Management, Nonprofits, Data Analysis, Strategic Planning, Research, Public Speaking, PowerPoint, Event Planning, Social Media, Cross-functional Team..., Leadership, Microsoft Excel, Microsoft Office, Market Research, Strategy, Team Leadership, Business Strategy, Marketing Strategy, Management, Marketing, Competitive Analysis
Education
Santa Clara University 2011 — 2013
Master of Business Administration (MBA), Marketing Management/Leadership (Management)
University of California, Santa Cruz 2002 — 2006
BA, Psychology
Christopher Rynn Christopher Rynn's Fisher Investments Experience June 2008 - January 2009
Job Associate Analyst at Invesco
Industry Financial Services
Experience
Invesco US August 2014 - Present
Invesco US March 2013 - July 2014
Invesco US June 2011 - February 2013
Deutsche Bank June 2010 - June 2011
Deutsche Bank May 2009 - June 2010
Fisher Investments June 2008 - January 2009
Fisher Investments July 2007 - May 2008
Skills
SQL, Charles River IMS, Trading Systems, Finance, Software Project..., Financial Modeling, Trade Compliance, Change Management, Requirements Analysis, Problem Solving, Management, Investments, Asset Management
Education
University of Dayton 2002 — 2007
Bachelor of Science, Finance
Invesco US August 2014 - Present
Invesco US March 2013 - July 2014
Invesco US June 2011 - February 2013
Deutsche Bank June 2010 - June 2011
Deutsche Bank May 2009 - June 2010
Fisher Investments June 2008 - January 2009
Fisher Investments July 2007 - May 2008
Skills
SQL, Charles River IMS, Trading Systems, Finance, Software Project..., Financial Modeling, Trade Compliance, Change Management, Requirements Analysis, Problem Solving, Management, Investments, Asset Management
Education
University of Dayton 2002 — 2007
Bachelor of Science, Finance
Wendy Nicholsen Wendy Nicholsen's Fisher Investments Experience July 2014 - Present
Job Investment Counselor
Industry Investment Management
Experience
Fisher Investments July 2014 - Present
The Rawlings Group October 2011 - June 2014
Fisher Investments April 2004 - November 2010
Credit Suisse First Boston/Donaldson, Lufkin & Jenrette March 2000 - March 2004
Solomon Smith Barney/Schroeders August 1999 - February 2000
Skills
Relationship Management, Business Development, Investment Management, Financial Markets, Trading, Project Management, Human Resources, Customer Service, Management, Microsoft Office, Customer Relations, Problem Solving, Microsoft Excel, Outlook, Salesforce.com, PowerPoint, Microsoft Word, Mac OS X, Communication Skills, Client Presentation, Company Presentations, Internet Explorer, Martial Arts, Snowboarding, Nutrition, Mentoring, Innovation, Typing, Email
Education
The University of Connecticut 1994 — 1999
BS, Business Administration - Management & International Business
Fisher Investments July 2014 - Present
The Rawlings Group October 2011 - June 2014
Fisher Investments April 2004 - November 2010
Credit Suisse First Boston/Donaldson, Lufkin & Jenrette March 2000 - March 2004
Solomon Smith Barney/Schroeders August 1999 - February 2000
Skills
Relationship Management, Business Development, Investment Management, Financial Markets, Trading, Project Management, Human Resources, Customer Service, Management, Microsoft Office, Customer Relations, Problem Solving, Microsoft Excel, Outlook, Salesforce.com, PowerPoint, Microsoft Word, Mac OS X, Communication Skills, Client Presentation, Company Presentations, Internet Explorer, Martial Arts, Snowboarding, Nutrition, Mentoring, Innovation, Typing, Email
Education
The University of Connecticut 1994 — 1999
BS, Business Administration - Management & International Business
Nick Morrison's Fisher Investments Experience July 2011 - January 2012
Job Tax Executive Talent Specialist at Govig & Associates
Industry Accounting
Experience
Govig & Associates July 2012 - Present
Fisher Investments July 2011 - January 2012
MassMutual Financial Group May 2010 - May 2011
Skills
Retained Search, Recruiting, Interviews, Executive Search, Resume, Talent Acquisition, Onboarding, Cross-functional Team..., Management, Finance, Talent Management
Education
University of Idaho 2008 — 2011
Bachelor of Science (BS), Finance, General
Govig & Associates July 2012 - Present
Fisher Investments July 2011 - January 2012
MassMutual Financial Group May 2010 - May 2011
Skills
Retained Search, Recruiting, Interviews, Executive Search, Resume, Talent Acquisition, Onboarding, Cross-functional Team..., Management, Finance, Talent Management
Education
University of Idaho 2008 — 2011
Bachelor of Science (BS), Finance, General
Ryan Schuman, CFA Ryan Schuman, CFA's Fisher Investments Experience November 2014 - Present
Job Securities Research Team Leader at Fisher Investments
Industry Financial Services
Experience
Fisher Investments November 2014 - Present
Fisher Investments August 2010 - Present
Fisher Investments March 2008 - August 2010
Fisher Investments June 2007 - March 2008
Skills
Equities, Equity Research, Financial Modeling, Bloomberg, Portfolio Management, Investments, Asset Managment, Asset Allocation, Economics, Wealth Management, Data Analysis, Alternative Investments, Valuation, Asset Management, Fixed Income, Investment Management, Investment Strategies
Education
University of Michigan 2003 — 2007
BA, Economics, History
Fisher Investments November 2014 - Present
Fisher Investments August 2010 - Present
Fisher Investments March 2008 - August 2010
Fisher Investments June 2007 - March 2008
Skills
Equities, Equity Research, Financial Modeling, Bloomberg, Portfolio Management, Investments, Asset Managment, Asset Allocation, Economics, Wealth Management, Data Analysis, Alternative Investments, Valuation, Asset Management, Fixed Income, Investment Management, Investment Strategies
Education
University of Michigan 2003 — 2007
BA, Economics, History
Samuel Bruns Samuel Bruns's Fisher Investments Experience November 2014 - Present
Job International Marketing Operations Specialist at Fisher Investments
Industry Financial Services
Experience
Fisher Investments November 2014 - Present
Fisher Investments August 2013 - November 2014
UC Santa Cruz: Dining Services March 2010 - July 2013
UC Santa Cruz April 2013 - June 2013
Lakota Peoples Law Project/Romero Institute June 2012 - August 2012
UC Santa Cruz September 2011 - August 2012
UC Santa Cruz March 2012 - June 2012
Mt. Diablo Silverado Council - Camp Wolfeboro 2006 - 2011
Santa Cruz Social Outreach August 2010 - December 2010
Skills
VBA, Microsoft Access, Public Speaking, Research, PowerPoint, Fundraising, Sales, Microsoft Office, Microsoft Word, Teaching, Microsoft Excel, Teamwork, Leadership, Event Planning, Social Media, HTML, Social Networking, Facebook, Data Analysis, Customer Service, Organizational..., Strategic Planning, Java, English, University Teaching, Economics, Time Management, Marketing, Management
Education
University of California, Santa Cruz 2009 — 2013
Bachelor of Arts (B.A.), Business/Managerial Economics, 3.68
Fisher Investments November 2014 - Present
Fisher Investments August 2013 - November 2014
UC Santa Cruz: Dining Services March 2010 - July 2013
UC Santa Cruz April 2013 - June 2013
Lakota Peoples Law Project/Romero Institute June 2012 - August 2012
UC Santa Cruz September 2011 - August 2012
UC Santa Cruz March 2012 - June 2012
Mt. Diablo Silverado Council - Camp Wolfeboro 2006 - 2011
Santa Cruz Social Outreach August 2010 - December 2010
Skills
VBA, Microsoft Access, Public Speaking, Research, PowerPoint, Fundraising, Sales, Microsoft Office, Microsoft Word, Teaching, Microsoft Excel, Teamwork, Leadership, Event Planning, Social Media, HTML, Social Networking, Facebook, Data Analysis, Customer Service, Organizational..., Strategic Planning, Java, English, University Teaching, Economics, Time Management, Marketing, Management
Education
University of California, Santa Cruz 2009 — 2013
Bachelor of Arts (B.A.), Business/Managerial Economics, 3.68
David Mussat's Fisher Investments Experience September 2014 - Present
Job Customer Service Associate at Fisher Investments
Industry Investment Management
Experience
Fisher Investments September 2014 - Present
Department of Recreational Sports May 2012 - August 2014
Sherwin Williams May 2013 - August 2013
WCJB TV20 August 2012 - November 2012
Skills
Team Building, Microsoft Office, Management, Coaching, Team Leadership, Training, Operations Management, Sports, Facilities Management
Education
University of Florida 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
University of Florida 2010 — 2014
Bachelor of Science (B.S.), Radio, Television, and Digital Communication
Fisher Investments September 2014 - Present
Department of Recreational Sports May 2012 - August 2014
Sherwin Williams May 2013 - August 2013
WCJB TV20 August 2012 - November 2012
Skills
Team Building, Microsoft Office, Management, Coaching, Team Leadership, Training, Operations Management, Sports, Facilities Management
Education
University of Florida 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
University of Florida 2010 — 2014
Bachelor of Science (B.S.), Radio, Television, and Digital Communication
Jon Severns Jon Severns's Fisher Investments Experience August 2013 - July 2014
Job Consulting Analyst at Huron Consulting Group
Industry Mechanical or Industrial Engineering
Experience
Huron Consulting Group February 2015 - Present
Fisher Investments August 2013 - July 2014
Navigant Research April 2013 - July 2013
Energy Acuity May 2012 - August 2012
Skills
Solidworks, Microsoft Office, Project Management, Data Analysis, Business Process, Financial Operations, Process Improvement, Time Management, Project Coordination, CRM, Operational Efficiency, Automotive, Sustainable Energy, Operations, Analysis, Forecasting, Startup Development, Finance, Energy, Business Operations, Project Engineering, Priority Management, Workflow Management, Team Leadership, CAD, Mentoring, Professional Mentoring, Spanish, Component Design, Business Process..., Microsoft Excel, Research, Engineering, Market Research
Education
University of Colorado at Boulder
B.S., Mechanical Engineering
Huron Consulting Group February 2015 - Present
Fisher Investments August 2013 - July 2014
Navigant Research April 2013 - July 2013
Energy Acuity May 2012 - August 2012
Skills
Solidworks, Microsoft Office, Project Management, Data Analysis, Business Process, Financial Operations, Process Improvement, Time Management, Project Coordination, CRM, Operational Efficiency, Automotive, Sustainable Energy, Operations, Analysis, Forecasting, Startup Development, Finance, Energy, Business Operations, Project Engineering, Priority Management, Workflow Management, Team Leadership, CAD, Mentoring, Professional Mentoring, Spanish, Component Design, Business Process..., Microsoft Excel, Research, Engineering, Market Research
Education
University of Colorado at Boulder
B.S., Mechanical Engineering
Jeffrey Koons's Fisher Investments Experience September 2008 - November 2008
Job Vice President at Vista Point Advisors
Industry Investment Banking
Experience
Vista Point Advisors February 2011 - Present
Joan Rose Foundation January 2010 - Present
Arbor Advisors November 2009 - February 2011
Genentech 2009 - 2009
Fisher Investments September 2008 - November 2008
Banc of America Securities June 2007 - August 2007
Skills
Due Diligence, Microsoft Excel, Salesforce.com, Microsoft Office, Access, MS Project, Investment Banking, Financial Modeling, Corporate Finance, Private Equity, Mergers, Valuation, Mergers & Acquisitions, Equities, Strategy, Entrepreneurship, Business Development
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
B.S., Finance
Chatham High School 2000 — 2004
Vista Point Advisors February 2011 - Present
Joan Rose Foundation January 2010 - Present
Arbor Advisors November 2009 - February 2011
Genentech 2009 - 2009
Fisher Investments September 2008 - November 2008
Banc of America Securities June 2007 - August 2007
Skills
Due Diligence, Microsoft Excel, Salesforce.com, Microsoft Office, Access, MS Project, Investment Banking, Financial Modeling, Corporate Finance, Private Equity, Mergers, Valuation, Mergers & Acquisitions, Equities, Strategy, Entrepreneurship, Business Development
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
B.S., Finance
Chatham High School 2000 — 2004
Matt Wittlin Matt Wittlin's Fisher Investments Experience May 2014 - Present
Job Regional Sales Associate at Fisher Investments
Industry Sports
Experience
Fisher Investments May 2014 - Present
True Capital Management July 2013 - August 2013
True Capital Management June 2012 - August 2012
Premier Partnerships June 2011 - August 2011
Positive Coaching Alliance June 2009 - August 2009
Skills
Sales Operations, Communication, Leadership, Teamwork, Sports Marketing, Sports Management, Budgets, Organization, PowerPoint, Event Planning, Customer Service
Education
University of Colorado at Boulder 2010 — 2014
Fisher Investments May 2014 - Present
True Capital Management July 2013 - August 2013
True Capital Management June 2012 - August 2012
Premier Partnerships June 2011 - August 2011
Positive Coaching Alliance June 2009 - August 2009
Skills
Sales Operations, Communication, Leadership, Teamwork, Sports Marketing, Sports Management, Budgets, Organization, PowerPoint, Event Planning, Customer Service
Education
University of Colorado at Boulder 2010 — 2014
Benjamin Combs Benjamin Combs's Fisher Investments Experience August 2014 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2014 - Present
Morgan Stanley March 2013 - June 2014
Morgan Stanley June 2012 - March 2013
Morgan Stanley December 2005 - June 2012
Groopt June 2011 - September 2011
Skills
Retirement Planning, Education Planning, Small Business Lending, Investment Selection, Cash Management, Portfolio Managemnt
Education
University of Cincinnati College of Business 2008 — 2012
Bachelors in Business Administration, Finance and Marketing
Fisher Investments August 2014 - Present
Morgan Stanley March 2013 - June 2014
Morgan Stanley June 2012 - March 2013
Morgan Stanley December 2005 - June 2012
Groopt June 2011 - September 2011
Skills
Retirement Planning, Education Planning, Small Business Lending, Investment Selection, Cash Management, Portfolio Managemnt
Education
University of Cincinnati College of Business 2008 — 2012
Bachelors in Business Administration, Finance and Marketing
Lida Stransky's Fisher Investments Experience April 2014 - Present
Job Client Services Specialist at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2014 - Present
University of Colorado, Boulder August 2010 - December 2013
American Outdoor Products June 2013 - August 2013
Keene One Foods August 2012 - November 2012
Vermont Refugee Resettlement Program June 2011 - August 2011
Skills
Event Planning, Facebook, Social Networking, Time Management, Microsoft Excel, Marketing, HTML 5, Marketing Strategy, Sales Management, Event Management, Leadership, Sales, Social Media, Cold Calling, Customer Service, CSS3, Communication, Academic Tutoring, Client Services
Education
University of Colorado Boulder 2010 — 2013
Bachelor of Arts (BA), Anthropology
Fisher Investments April 2014 - Present
University of Colorado, Boulder August 2010 - December 2013
American Outdoor Products June 2013 - August 2013
Keene One Foods August 2012 - November 2012
Vermont Refugee Resettlement Program June 2011 - August 2011
Skills
Event Planning, Facebook, Social Networking, Time Management, Microsoft Excel, Marketing, HTML 5, Marketing Strategy, Sales Management, Event Management, Leadership, Sales, Social Media, Cold Calling, Customer Service, CSS3, Communication, Academic Tutoring, Client Services
Education
University of Colorado Boulder 2010 — 2013
Bachelor of Arts (BA), Anthropology
Aditya Goyal's Fisher Investments Experience January 2015 - Present
Job Systems and Data Analyst for Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
NTT DATA Corporation (Formerly Optimal Solutions Inc.) September 2013 - December 2014
Learning Support Services September 2009 - March 2012
Learning Support Services January 2011 - June 2011
Skills
Statistics, Stata, R, Economics, Java, Microsoft Excel, Data Analysis, Mathematics, Machine Learning, Algebra, Macroeconomics, Excel, Recommender Systems, Microsoft Office, Algorithms, Econometrics, Probability, SQL PL, SQL, SAP HANA, Analysis, PowerPoint, Research, C, Microsoft Word, Matlab
Education
UCSC 2008 — 2012
Bachelor of Arts, Mathematics, Economics
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts, Mathematics
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts, Economics
Fisher Investments January 2015 - Present
NTT DATA Corporation (Formerly Optimal Solutions Inc.) September 2013 - December 2014
Learning Support Services September 2009 - March 2012
Learning Support Services January 2011 - June 2011
Skills
Statistics, Stata, R, Economics, Java, Microsoft Excel, Data Analysis, Mathematics, Machine Learning, Algebra, Macroeconomics, Excel, Recommender Systems, Microsoft Office, Algorithms, Econometrics, Probability, SQL PL, SQL, SAP HANA, Analysis, PowerPoint, Research, C, Microsoft Word, Matlab
Education
UCSC 2008 — 2012
Bachelor of Arts, Mathematics, Economics
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts, Mathematics
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts, Economics
Ilana Pena-Gonzalez's Fisher Investments Experience February 2014 - Present
Job Client Account Coordinator at Fisher Investments
Industry Financial Services
Experience
Fisher Investments February 2014 - Present
University of Colorado Boulder June 2012 - December 2013
Gastroenterology of the Rockies April 2012 - August 2012
University of Colorado Boulder April 2012 - July 2012
University of Colorado Boulder January 2011 - December 2011
Skills
Statistical Data..., PowerPoint, Genetics, Human Physiology, Microsoft Excel, PCR, PCR primer design, RNAi
Education
University of Colorado Boulder 2008 — 2011
Bachelor of Arts (B.A.), Integrative Physiology
University of San Francisco 2007 — 2008
Fisher Investments February 2014 - Present
University of Colorado Boulder June 2012 - December 2013
Gastroenterology of the Rockies April 2012 - August 2012
University of Colorado Boulder April 2012 - July 2012
University of Colorado Boulder January 2011 - December 2011
Skills
Statistical Data..., PowerPoint, Genetics, Human Physiology, Microsoft Excel, PCR, PCR primer design, RNAi
Education
University of Colorado Boulder 2008 — 2011
Bachelor of Arts (B.A.), Integrative Physiology
University of San Francisco 2007 — 2008
Jayson Fetterley Jayson Fetterley's Fisher Investments Experience February 2010 - June 2013
Job Data, Analysis, Insights, Strategy
Industry Internet
Experience
Lyft September 2013 - Present
San Francisco Unified School District August 2013 - Present
Fisher Investments February 2010 - June 2013
San Francisco 49ers August 2012 - October 2012
University of Michigan 2005 - 2009
Skills
Databases, Statistical Modeling, Data Mining, CRM software, Marketing Communications, Corporate Communications, Analytical Writing, Proposal Writing, New Business Development, Online Marketing, Inside Sales, Online Lead Generation, Team Leadership, RFP, RFP Design, RFP Generation, Content Development, Content Strategy, Content Writing, Content Marketing, Access, RDBMS, VBA, Sales Analysis, SPSS, Retargeting, Display Advertising, CRM, Online Advertising, Microsoft Excel, Management, Leadership
Education
University of Michigan 2005 — 2009
BA, Economics
Kent City High School
Kent City, MI
Lyft September 2013 - Present
San Francisco Unified School District August 2013 - Present
Fisher Investments February 2010 - June 2013
San Francisco 49ers August 2012 - October 2012
University of Michigan 2005 - 2009
Skills
Databases, Statistical Modeling, Data Mining, CRM software, Marketing Communications, Corporate Communications, Analytical Writing, Proposal Writing, New Business Development, Online Marketing, Inside Sales, Online Lead Generation, Team Leadership, RFP, RFP Design, RFP Generation, Content Development, Content Strategy, Content Writing, Content Marketing, Access, RDBMS, VBA, Sales Analysis, SPSS, Retargeting, Display Advertising, CRM, Online Advertising, Microsoft Excel, Management, Leadership
Education
University of Michigan 2005 — 2009
BA, Economics
Kent City High School
Kent City, MI
Kyle Meyer Kyle Meyer's Fisher Investments Experience September 2012 - August 2014
Job Growth Hacker at MoneyStream
Industry Internet
Experience
MoneyStream January 2015 - Present
EAT Club August 2014 - January 2015
Fisher Investments September 2012 - August 2014
Fisher Investments December 2009 - September 2012
Fisher Investments June 2007 - December 2009
University of Colorado at Boulder August 2005 - May 2007
Colorado Rockies Baseball Club May 2006 - September 2006
Skills
Leadership, Marketing Strategy, Lead Generation, Analytics, Online Advertising, Data Analysis, Team Building, Marketing, Innovation, Analysis, Advertising, Microsoft Office, Microsoft Excel, Google Adwords, Project Management, Market Research, Marketo, CRM Integration, Digital Marketing
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Bachelor of Science (BS), Finance
MoneyStream January 2015 - Present
EAT Club August 2014 - January 2015
Fisher Investments September 2012 - August 2014
Fisher Investments December 2009 - September 2012
Fisher Investments June 2007 - December 2009
University of Colorado at Boulder August 2005 - May 2007
Colorado Rockies Baseball Club May 2006 - September 2006
Skills
Leadership, Marketing Strategy, Lead Generation, Analytics, Online Advertising, Data Analysis, Team Building, Marketing, Innovation, Analysis, Advertising, Microsoft Office, Microsoft Excel, Google Adwords, Project Management, Market Research, Marketo, CRM Integration, Digital Marketing
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Bachelor of Science (BS), Finance
Naomi Kobayashi Naomi Kobayashi's Fisher Investments Experience January 2015 - Present
Job Client Service Associate Training Coordinator at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
Fisher Investments July 2013 - December 2014
University of Michigan Marching Band August 2011 - August 2013
University of Michigan October 2010 - May 2013
Education
University of Michigan 2009 — 2013
Bachelor’s Degree, Communication and Media Studies
La Costa Canyon High School 2005 — 2009
Fisher Investments January 2015 - Present
Fisher Investments July 2013 - December 2014
University of Michigan Marching Band August 2011 - August 2013
University of Michigan October 2010 - May 2013
Education
University of Michigan 2009 — 2013
Bachelor’s Degree, Communication and Media Studies
La Costa Canyon High School 2005 — 2009
Shiv Mahbubani's Fisher Investments Experience July 2013 - June 2014
Job Investment Associate at Bailard, Inc.
Industry Financial Services
Experience
Bailard, Inc. July 2014 - Present
Fisher Investments July 2013 - June 2014
StudySoup October 2012 - June 2013
Pacific Pointe Advisors July 2012 - June 2013
The Alliance to Save Energy May 2011 - May 2012
Stapleton Technologies July 2011 - September 2011
Aquapharm Chemicals July 2010 - September 2010
Skills
PowerPoint, Social Media, Microsoft Excel, Leadership, Always Punctual, Highly motivated..., Event Management, Digital Photography, Videography, Bilingual
Education
UCSB 2009 — 2013
B.A. degree, Economics
Bailard, Inc. July 2014 - Present
Fisher Investments July 2013 - June 2014
StudySoup October 2012 - June 2013
Pacific Pointe Advisors July 2012 - June 2013
The Alliance to Save Energy May 2011 - May 2012
Stapleton Technologies July 2011 - September 2011
Aquapharm Chemicals July 2010 - September 2010
Skills
PowerPoint, Social Media, Microsoft Excel, Leadership, Always Punctual, Highly motivated..., Event Management, Digital Photography, Videography, Bilingual
Education
UCSB 2009 — 2013
B.A. degree, Economics
Ed Johnsen, ARPC's Fisher Investments Experience June 2015 - Present
Job Divisional Vice President 401(k) Solutions at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2015 - Present
Benchmark Retirement Services, LLC. October 2013 - June 2015
MassMutual Financial Group January 2013 - September 2013
The Hartford January 2011 - December 2012
The Hartford June 2007 - December 2010
The Hartford June 2004 - May 2007
Skills
Series 63, Mutual Funds, Series 6, Retirement, 401k, Series 26, Customer Relations, Retirement Solutions, Education, Enrollment Management, Direct Sales, Investments, Profit Sharing
Education
University of Hartford
BS, Business
Fisher Investments June 2015 - Present
Benchmark Retirement Services, LLC. October 2013 - June 2015
MassMutual Financial Group January 2013 - September 2013
The Hartford January 2011 - December 2012
The Hartford June 2007 - December 2010
The Hartford June 2004 - May 2007
Skills
Series 63, Mutual Funds, Series 6, Retirement, 401k, Series 26, Customer Relations, Retirement Solutions, Education, Enrollment Management, Direct Sales, Investments, Profit Sharing
Education
University of Hartford
BS, Business
Katelin Henley's Fisher Investments Experience July 2014 - Present
Job Account Executive at Fisher Investments
Industry Financial Services
Experience
Fisher Investments July 2014 - Present
Saliwanchik, Lloyd & Eisenschenk August 2012 - January 2014
FOCUS Real Estate Group May 2012 - December 2012
The Trophy Shop August 2008 - August 2012
Newberry Parks & Recreation January 2012 - May 2012
Gainesville High School September 2010 - February 2011
Department of Veterans Affairs August 2008 - October 2010
Gainesville Animal Hospital June 2004 - October 2008
Education
University of Florida 2007 — 2012
Bachelor of Science (B.S.), Sport Management
Buchholz High School 2004 — 2007
Academy of Entrepreneurship
Fisher Investments July 2014 - Present
Saliwanchik, Lloyd & Eisenschenk August 2012 - January 2014
FOCUS Real Estate Group May 2012 - December 2012
The Trophy Shop August 2008 - August 2012
Newberry Parks & Recreation January 2012 - May 2012
Gainesville High School September 2010 - February 2011
Department of Veterans Affairs August 2008 - October 2010
Gainesville Animal Hospital June 2004 - October 2008
Education
University of Florida 2007 — 2012
Bachelor of Science (B.S.), Sport Management
Buchholz High School 2004 — 2007
Academy of Entrepreneurship
Alicia Cofino Alicia Cofino's Fisher Investments Experience June 2013 - August 2013
Job Student at the University of Florida
Industry Financial Services
Experience
Deloitte June 2014 - Present
University of Florida June 2011 - Present
Deloitte España July 2014 - August 2014
Fisher Investments June 2013 - August 2013
Law Offices of Diane M. Trainor June 2012 - August 2012
Tutoring Zone January 2012 - May 2012
Skills
PowerPoint, Teamwork, Data Analysis, Customer Service, Public Speaking, Time Management, Microsoft Office, Research, Social Media, Finance, Social Networking, Spanish, Facebook
Education
University of Florida 2011 — 2015
Bachelor of Science (BS), Business Administration, Major in Finance
Saint Brendan Catholic High School 2007 — 2011
High School Diploma
Deloitte June 2014 - Present
University of Florida June 2011 - Present
Deloitte España July 2014 - August 2014
Fisher Investments June 2013 - August 2013
Law Offices of Diane M. Trainor June 2012 - August 2012
Tutoring Zone January 2012 - May 2012
Skills
PowerPoint, Teamwork, Data Analysis, Customer Service, Public Speaking, Time Management, Microsoft Office, Research, Social Media, Finance, Social Networking, Spanish, Facebook
Education
University of Florida 2011 — 2015
Bachelor of Science (BS), Business Administration, Major in Finance
Saint Brendan Catholic High School 2007 — 2011
High School Diploma
Jonathan Byers Jonathan Byers's Fisher Investments Experience June 2015 - Present
Job Vice President International Controller at Fisher Investments
Industry Investment Management
Experience
Fisher Investments June 2015 - Present
Fisher Investments October 2013 - May 2015
UTi Worldwide Inc. March 2010 - October 2013
UTi Worldwide Inc. June 2007 - February 2010
UTi Worldwide Inc. January 2005 - May 2007
UTi Worldwide Inc. March 2003 - December 2004
Ernst & Young February 2002 - March 2003
Ernst & Young February 1999 - January 2002
Education
University of KwaZulu-Natal 1998 — 1998
Post Graduate Diploma in Accounting
University of KwaZulu-Natal 1994 — 1997
Bachelor of Commerce, Accounting, Information Systems
Fisher Investments June 2015 - Present
Fisher Investments October 2013 - May 2015
UTi Worldwide Inc. March 2010 - October 2013
UTi Worldwide Inc. June 2007 - February 2010
UTi Worldwide Inc. January 2005 - May 2007
UTi Worldwide Inc. March 2003 - December 2004
Ernst & Young February 2002 - March 2003
Ernst & Young February 1999 - January 2002
Education
University of KwaZulu-Natal 1998 — 1998
Post Graduate Diploma in Accounting
University of KwaZulu-Natal 1994 — 1997
Bachelor of Commerce, Accounting, Information Systems
David Kornfield David Kornfield's Fisher Investments Experience May 2006 - March 2008
Job Ecommerce Marketing Manager at Brooks Running
Industry Marketing and Advertising
Experience
Brooks Running Company April 2013 - Present
TriBike Transport March 2012 - Present
Microsoft May 2011 - April 2013
Microsoft April 2008 - May 2011
Ice Hockey Officials of Northern California September 2006 - September 2010
Fisher Investments May 2006 - March 2008
Skills
Digital Marketing, Digital Media, Online Advertising, SEM, Social Media Marketing, Marketing Strategy, Direct Marketing, Omniture, Media Planning, Media Buying, SEO, Integrated Marketing, Product Management, Media Research, Microsoft Office, Media Negotiation, Marketing..., Optimization, Campaign Management, CRM, Display Advertising, Analytics, E-commerce, DoubleClick, Adobe Creative Suite, Nielsen, TNS, comScore, Quantcast, Google Analytics, Website Development, Atlas Media Console, Media Strategy, Lead Generation, Demandware
Education
University of Michigan 2002 — 2006
Communications, Areas of Focus: Marketing, Economics, Art & Design
Brooks Running Company April 2013 - Present
TriBike Transport March 2012 - Present
Microsoft May 2011 - April 2013
Microsoft April 2008 - May 2011
Ice Hockey Officials of Northern California September 2006 - September 2010
Fisher Investments May 2006 - March 2008
Skills
Digital Marketing, Digital Media, Online Advertising, SEM, Social Media Marketing, Marketing Strategy, Direct Marketing, Omniture, Media Planning, Media Buying, SEO, Integrated Marketing, Product Management, Media Research, Microsoft Office, Media Negotiation, Marketing..., Optimization, Campaign Management, CRM, Display Advertising, Analytics, E-commerce, DoubleClick, Adobe Creative Suite, Nielsen, TNS, comScore, Quantcast, Google Analytics, Website Development, Atlas Media Console, Media Strategy, Lead Generation, Demandware
Education
University of Michigan 2002 — 2006
Communications, Areas of Focus: Marketing, Economics, Art & Design
Jason Shoemaker's Fisher Investments Experience June 2008 - August 2008
Job amSTATZ
Industry Information Technology and Services
Experience
amSTATZ January 2015 - Present
Ernst & Young January 2013 - January 2015
Accenture March 2012 - January 2013
Accenture November 2010 - January 2012
Accenture June 2010 - November 2010
Accenture November 2009 - June 2010
University of Michigan Unions January 2006 - November 2009
Fisher Investments June 2008 - August 2008
Skills
Data Analysis, Project Management, SharePoint, Team Leadership, Process Improvement, Business Analysis, Management Consulting, Microsoft Excel, Business Process..., Visio, Microsoft Office, Research, PowerPoint, Strategic Planning, Analysis, Business Process Mapping, SEO, SEO copywriting, E-commerce SEO, Real Estate License, Real Estate, Training, Requirements Gathering
Education
University of Michigan 2005 — 2009
BSE, Industrial Operations Engineering
amSTATZ January 2015 - Present
Ernst & Young January 2013 - January 2015
Accenture March 2012 - January 2013
Accenture November 2010 - January 2012
Accenture June 2010 - November 2010
Accenture November 2009 - June 2010
University of Michigan Unions January 2006 - November 2009
Fisher Investments June 2008 - August 2008
Skills
Data Analysis, Project Management, SharePoint, Team Leadership, Process Improvement, Business Analysis, Management Consulting, Microsoft Excel, Business Process..., Visio, Microsoft Office, Research, PowerPoint, Strategic Planning, Analysis, Business Process Mapping, SEO, SEO copywriting, E-commerce SEO, Real Estate License, Real Estate, Training, Requirements Gathering
Education
University of Michigan 2005 — 2009
BSE, Industrial Operations Engineering
Jose F. Blondet Jose F. Blondet's Fisher Investments Experience February 2014 - Present
Job Client Services Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments February 2014 - Present
City of Gainesville April 2010 - February 2014
RoomSync April 2013 - January 2014
Santa Fe College August 2010 - June 2011
Santa Fe College Library December 2009 - February 2011
Skills
Microsoft Word, Team Leadership, Microsoft Excel, Public Speaking, Recruiting, PowerPoint, Microsoft Office, Research, Customer Service, Access, Event Planning, Community Outreach, Social Media, Outlook, Spanish, Adobe Photoshop, Management, Event Management, Marketing, Blogging
Education
University of Florida 2011 — 2013
Bachelor's degree, Finance, General
Santa Fe College 2009 — 2011
AA, Business Administration
Fisher Investments February 2014 - Present
City of Gainesville April 2010 - February 2014
RoomSync April 2013 - January 2014
Santa Fe College August 2010 - June 2011
Santa Fe College Library December 2009 - February 2011
Skills
Microsoft Word, Team Leadership, Microsoft Excel, Public Speaking, Recruiting, PowerPoint, Microsoft Office, Research, Customer Service, Access, Event Planning, Community Outreach, Social Media, Outlook, Spanish, Adobe Photoshop, Management, Event Management, Marketing, Blogging
Education
University of Florida 2011 — 2013
Bachelor's degree, Finance, General
Santa Fe College 2009 — 2011
AA, Business Administration
Andreas Christofakis Andreas Christofakis's Fisher Investments Experience August 2015 - Present
Job Quality Control Team Leader at Fisher Investments
Industry Investment Management
Experience
Fisher Investments August 2015 - Present
Fisher Investments February 2014 - August 2015
Project Beisbol May 2011 - February 2014
Stephen C. O'Connell Center January 2011 - May 2013
McDonald's Corporation May 2008 - June 2009
Skills
Microsoft Office, Trumpet, Leadership, Foreign Languages, International Logistics, Customer Service, Public Speaking, International Relations, Training, Nonprofits
Education
University of Florida 2009 — 2013
Bachelor of Arts, Political Science, Spanish, Graduate
Fisher Investments August 2015 - Present
Fisher Investments February 2014 - August 2015
Project Beisbol May 2011 - February 2014
Stephen C. O'Connell Center January 2011 - May 2013
McDonald's Corporation May 2008 - June 2009
Skills
Microsoft Office, Trumpet, Leadership, Foreign Languages, International Logistics, Customer Service, Public Speaking, International Relations, Training, Nonprofits
Education
University of Florida 2009 — 2013
Bachelor of Arts, Political Science, Spanish, Graduate
Marcus Albrecht Marcus Albrecht's Fisher Investments Experience June 2014 - August 2014
Job Finance Student at the University of Florida
Industry Higher Education
Experience
Fisher Investments June 2014 - August 2014
Harry's Seafood Bar and Grill February 2013 - July 2013
Gators Plus June 2012 - November 2012
M.B. Enterprises March 2008 - March 2012
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Public Speaking, Statistics
Education
University of Florida - Fredric G. Levin College of Law 2015 — 2018
Juris Doctor (J.D.)
University of Florida 2015 — 2016
Master's Degree, International Business
University of Florida 2010 — 2014
Bachelor of Science Business Administration (B.B.A.), Finance, General
Fisher Investments June 2014 - August 2014
Harry's Seafood Bar and Grill February 2013 - July 2013
Gators Plus June 2012 - November 2012
M.B. Enterprises March 2008 - March 2012
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Public Speaking, Statistics
Education
University of Florida - Fredric G. Levin College of Law 2015 — 2018
Juris Doctor (J.D.)
University of Florida 2015 — 2016
Master's Degree, International Business
University of Florida 2010 — 2014
Bachelor of Science Business Administration (B.B.A.), Finance, General
CJ Barkema CJ Barkema's Fisher Investments Experience December 2013 - Present
Job Account Executive Team Leader at Fisher Investments
Industry Financial Services
Experience
Fisher Investments December 2013 - Present
Fisher Investments February 2013 - December 2013
Fisher Investments July 2010 - February 2013
Fisher Investments July 2007 - July 2010
Transamerica May 2005 - June 2007
Skills
Investments, Financial Analysis, Asset Allocation, Economics, Series 65, Sales, Talent Management, Interpersonal Savvy, Leadership, Organizational..., Retirement Planning, Insurance, Investment Strategies, Investment Advisory, Getting The Job Done
Education
University of Iowa 2001 — 2005
Bachelor of Business Administration (BBA), Management Information Systems, General
University of Iowa 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Fisher Investments December 2013 - Present
Fisher Investments February 2013 - December 2013
Fisher Investments July 2010 - February 2013
Fisher Investments July 2007 - July 2010
Transamerica May 2005 - June 2007
Skills
Investments, Financial Analysis, Asset Allocation, Economics, Series 65, Sales, Talent Management, Interpersonal Savvy, Leadership, Organizational..., Retirement Planning, Insurance, Investment Strategies, Investment Advisory, Getting The Job Done
Education
University of Iowa 2001 — 2005
Bachelor of Business Administration (BBA), Management Information Systems, General
University of Iowa 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Alyssa Koral's Fisher Investments Experience September 2014 - Present
Job Vice President Relationship Manager
Industry Financial Services
Experience
Fisher Investments September 2014 - Present
Fisher Investments March 2005 - September 2014
iHug Foundation August 2005 - February 2013
Morgan Stanley January 2002 - December 2004
Arthur Andersen, LLP December 2000 - May 2001
Arthur Andersen, LLP December 1999 - December 2000
Skills
Portfolio Management, Investments, Asset Allocation, Series 7, Equities, Wealth Management, Investment Advisory, Investment Strategies, Retirement Planning, Asset Managment, Alternative Investments, Strategic Financial..., Securities, Fixed Income, Series 63, Uniform Combined State..., Mutual Funds, Series 65, Investment Management, Bonds, Business Relationship..., Communication Training, Strategic Communications, Non-profits, Sales Operations, Sales Process, High Net Worth..., Relationship Management, Retirement, Financial Services, Financial Markets, Funding, 401k, Financial Advisory, Wealth, Series 6, Equity Trading, Options, Stocks, Registered Investment..., Institutional
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
Bachelor of Science, Hotel Restaurant Management and Business
Fisher Investments September 2014 - Present
Fisher Investments March 2005 - September 2014
iHug Foundation August 2005 - February 2013
Morgan Stanley January 2002 - December 2004
Arthur Andersen, LLP December 2000 - May 2001
Arthur Andersen, LLP December 1999 - December 2000
Skills
Portfolio Management, Investments, Asset Allocation, Series 7, Equities, Wealth Management, Investment Advisory, Investment Strategies, Retirement Planning, Asset Managment, Alternative Investments, Strategic Financial..., Securities, Fixed Income, Series 63, Uniform Combined State..., Mutual Funds, Series 65, Investment Management, Bonds, Business Relationship..., Communication Training, Strategic Communications, Non-profits, Sales Operations, Sales Process, High Net Worth..., Relationship Management, Retirement, Financial Services, Financial Markets, Funding, 401k, Financial Advisory, Wealth, Series 6, Equity Trading, Options, Stocks, Registered Investment..., Institutional
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
Bachelor of Science, Hotel Restaurant Management and Business
Ian Norman's Fisher Investments Experience June 2014 - Present
Job Investment Associate
Industry Financial Services
Experience
Fisher Investments June 2014 - Present
SERDI June 2012 - May 2014
University of Florida January 2011 - August 2013
MedReceivables May 2009 - August 2009
Skills
Calculus, MATLAB, Logic, Teamwork, Leadership, Management, Applied Probability, Phlebotomy, Electrocardiograms, Microsoft Word, Microsoft Power Point, Microsoft Excel, Data Mining, Data Analysis, Quality Assurance, High-Impact..., Microsoft Visio
Education
University of Florida 2010 — 2014
Bachelor of Arts (BA), Mathematics
Fisher Investments June 2014 - Present
SERDI June 2012 - May 2014
University of Florida January 2011 - August 2013
MedReceivables May 2009 - August 2009
Skills
Calculus, MATLAB, Logic, Teamwork, Leadership, Management, Applied Probability, Phlebotomy, Electrocardiograms, Microsoft Word, Microsoft Power Point, Microsoft Excel, Data Mining, Data Analysis, Quality Assurance, High-Impact..., Microsoft Visio
Education
University of Florida 2010 — 2014
Bachelor of Arts (BA), Mathematics
Kirsten Forrester's Fisher Investments Experience May 2014 - Present
Job Regional Sales Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2014 - Present
UF Marston Science Library May 2012 - July 2013
Smokin' Notes - creating and distributing class supplement notes to students January 2012 - May 2013
Skills
Creative Writing, Public Speaking, Higher Education, Copy Editing, Community Outreach, Music Performance, Foreign Languages, Editing, Teaching
Education
University of Florida 2013 — 2014
Master of Science (MS), Management
University of Florida 2009 — 2013
Bachelor of Arts (B.A.), Political Science, Cum Laude
Fisher Investments May 2014 - Present
UF Marston Science Library May 2012 - July 2013
Smokin' Notes - creating and distributing class supplement notes to students January 2012 - May 2013
Skills
Creative Writing, Public Speaking, Higher Education, Copy Editing, Community Outreach, Music Performance, Foreign Languages, Editing, Teaching
Education
University of Florida 2013 — 2014
Master of Science (MS), Management
University of Florida 2009 — 2013
Bachelor of Arts (B.A.), Political Science, Cum Laude
Peter Willets Peter Willets's Fisher Investments Experience November 2014 - Present
Job CSA at Fisher Investments
Industry Financial Services
Experience
Fisher Investments November 2014 - Present
Willets Tutoring November 2013 - November 2014
Peru Trade Commission October 2013 - February 2014
Stagnaro Brother's Fish Market June 2011 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Facebook, Time Management, Leadership, Social Networking, Teamwork, Marketing, Public Speaking, Data Analysis
Education
University of California, Santa Cruz 2009 — 2013
Bachelor of Science (BS), Mathematics/Economics
Fisher Investments November 2014 - Present
Willets Tutoring November 2013 - November 2014
Peru Trade Commission October 2013 - February 2014
Stagnaro Brother's Fish Market June 2011 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Facebook, Time Management, Leadership, Social Networking, Teamwork, Marketing, Public Speaking, Data Analysis
Education
University of California, Santa Cruz 2009 — 2013
Bachelor of Science (BS), Mathematics/Economics
Alicia Jabbar's Fisher Investments Experience May 2006 - May 2007
Job Strategic Partnerships
Industry Marketing and Advertising
Experience
Oracle Datalogix April 2015 - Present
Datalogix April 2014 - April 2015
Datalogix April 2013 - March 2014
Datalogix May 2012 - April 2013
Datalogix August 2011 - May 2012
IMM (InterMundo Media) February 2011 - August 2011
IMM (InterMundo Media) February 2010 - February 2011
Williams Sonoma October 2007 - March 2009
Access Fund May 2007 - October 2007
Fisher Investments May 2006 - May 2007
Skills
Online Advertising, Project Management, Marketing Strategy, SQL, Data Analysis, Data Mining, Targeted Advertising, Digital Marketing, Display Advertising, Lead Generation, Business Analysis, Product Management, Media Buying, Digital Media, Online Lead Generation, 3rd Party Partnerships, Web Analytics, Data, Mobile Advertising, SEM, Behavioral Targeting, Affiliate Marketing, CRM, Event Planning, Management, Leadership, Mobile Devices, Marketing
Education
University of Colorado at Boulder 2001 — 2005
B. S. In Business Administration, Marketing
Jefferson Senior High School 1997 — 2001
Oracle Datalogix April 2015 - Present
Datalogix April 2014 - April 2015
Datalogix April 2013 - March 2014
Datalogix May 2012 - April 2013
Datalogix August 2011 - May 2012
IMM (InterMundo Media) February 2011 - August 2011
IMM (InterMundo Media) February 2010 - February 2011
Williams Sonoma October 2007 - March 2009
Access Fund May 2007 - October 2007
Fisher Investments May 2006 - May 2007
Skills
Online Advertising, Project Management, Marketing Strategy, SQL, Data Analysis, Data Mining, Targeted Advertising, Digital Marketing, Display Advertising, Lead Generation, Business Analysis, Product Management, Media Buying, Digital Media, Online Lead Generation, 3rd Party Partnerships, Web Analytics, Data, Mobile Advertising, SEM, Behavioral Targeting, Affiliate Marketing, CRM, Event Planning, Management, Leadership, Mobile Devices, Marketing
Education
University of Colorado at Boulder 2001 — 2005
B. S. In Business Administration, Marketing
Jefferson Senior High School 1997 — 2001
Michelle Tran Michelle Tran's Fisher Investments Experience 2004 - 2006
Job Retail Technology Business Development Vice President at BlackRock
Industry Financial Services
Experience
BlackRock October 2014 - Present
BlackRock December 2012 - October 2014
BlackRock / iShares December 2009 - November 2012
Barclays Global Investors December 2007 - May 2009
Barclays Global Investors August 2006 - May 2009
Fisher Investments 2004 - 2006
Merrill Lynch Investment Managers September 2003 - October 2004
Skills
Investments, Bloomberg, Asset Management, Equities, Project Management, Hedge Funds, Alternative Investments, Due Diligence, Fixed Income, Asset Allocation, Financial Services, Microsoft Excel, Asset Managment, Portfolio Management, Analysis, ETFs
Education
University of California, Santa Cruz
Politics, Economics
University of Cambridge
Cert., International Business
BlackRock October 2014 - Present
BlackRock December 2012 - October 2014
BlackRock / iShares December 2009 - November 2012
Barclays Global Investors December 2007 - May 2009
Barclays Global Investors August 2006 - May 2009
Fisher Investments 2004 - 2006
Merrill Lynch Investment Managers September 2003 - October 2004
Skills
Investments, Bloomberg, Asset Management, Equities, Project Management, Hedge Funds, Alternative Investments, Due Diligence, Fixed Income, Asset Allocation, Financial Services, Microsoft Excel, Asset Managment, Portfolio Management, Analysis, ETFs
Education
University of California, Santa Cruz
Politics, Economics
University of Cambridge
Cert., International Business
Chris Ketchledge Chris Ketchledge's Fisher Investments Experience February 2007 - August 2008
Job Chief Financial Officer at Tape Jungle
Industry Packaging and Containers
Experience
Tape Jungle July 2014 - Present
HOUSE OF CAVIAR&FINE FOODS January 2013 - June 2014
Golden Archer Investments September 2008 - December 2012
Fisher Investments February 2007 - August 2008
Citigroup 2006 - 2006
Skills
Equities, Business Planning, Investments, Hedge Funds, Asset Managment, Financial Analysis, Alternative Investments, Securities, Financial Modeling, Derivatives, Asset Allocation, Asset Management, Options, Corporate Finance, Financial Markets, Trading
Education
University of Florida - Warrington College of Business Administration 2002 — 2006
International Economics, Spanish
Tape Jungle July 2014 - Present
HOUSE OF CAVIAR&FINE FOODS January 2013 - June 2014
Golden Archer Investments September 2008 - December 2012
Fisher Investments February 2007 - August 2008
Citigroup 2006 - 2006
Skills
Equities, Business Planning, Investments, Hedge Funds, Asset Managment, Financial Analysis, Alternative Investments, Securities, Financial Modeling, Derivatives, Asset Allocation, Asset Management, Options, Corporate Finance, Financial Markets, Trading
Education
University of Florida - Warrington College of Business Administration 2002 — 2006
International Economics, Spanish
Joe Knebel Joe Knebel's Fisher Investments Experience July 2014 - Present
Job Investment Counselor Group Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments July 2014 - Present
Fisher Investments April 2010 - June 2014
Fisher Investments July 2007 - March 2010
Kraus Fund November 2006 - May 2007
Skills
Asset Allocation, Equities, Portfolio Management, Wealth Management, Investments, Fixed Income, Trading, Alternative Investments, Mutual Funds, Securities, Sales Process, Series 7, CRM, Asset Management, Investment Advisory, Relationship Management...
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Finance, Finance, General
Fisher Investments July 2014 - Present
Fisher Investments April 2010 - June 2014
Fisher Investments July 2007 - March 2010
Kraus Fund November 2006 - May 2007
Skills
Asset Allocation, Equities, Portfolio Management, Wealth Management, Investments, Fixed Income, Trading, Alternative Investments, Mutual Funds, Securities, Sales Process, Series 7, CRM, Asset Management, Investment Advisory, Relationship Management...
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Finance, Finance, General
Roodley Frederique's Fisher Investments Experience April 2013 - June 2014
Job Sales Relationship Manager at Knight Capital Funding
Industry Banking
Experience
Knight Capital Funding September 2014 - Present
Fisher Investments April 2013 - June 2014
AmTrust Bank September 2012 - April 2013
Skills
Banking, Credit, Retail Banking, Commercial Banking, Customer Service, Investments, Communication, Public Speaking, Time Management, Sales, Financial Analysis, Client Service Oriented, Mentoring
Education
University of Florida - Warrington College Of Business 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics, 3.5
Knight Capital Funding September 2014 - Present
Fisher Investments April 2013 - June 2014
AmTrust Bank September 2012 - April 2013
Skills
Banking, Credit, Retail Banking, Commercial Banking, Customer Service, Investments, Communication, Public Speaking, Time Management, Sales, Financial Analysis, Client Service Oriented, Mentoring
Education
University of Florida - Warrington College Of Business 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics, 3.5
Matt Thalhamer's Fisher Investments Experience September 2014 - July 2015
Job Data Analyst for the Children's Miracle Network Hospitals
Industry Nonprofit Organization Management
Experience
Children's Miracle Network Hospitals July 2015 - Present
Fisher Investments September 2014 - July 2015
Florida High School Athletic Association May 2014 - August 2014
Dance Marathon at the University of Florida October 2012 - May 2014
University of Florida Department of Recreational Sports February 2011 - May 2014
New Era Tickets/FanOne Marketing May 2013 - July 2013
Skills
Fundraising, Sports, Social Media, Event Planning, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Sports Management, Teamwork, Leading Diverse Teams, Leadership, Job Evaluation, Statistical Data..., Budget Monitoring, Hiring Employees
Education
University of Florida 2010 — 2014
Bachelor of Science (BS), Sport Management
University of Florida 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Children's Miracle Network Hospitals July 2015 - Present
Fisher Investments September 2014 - July 2015
Florida High School Athletic Association May 2014 - August 2014
Dance Marathon at the University of Florida October 2012 - May 2014
University of Florida Department of Recreational Sports February 2011 - May 2014
New Era Tickets/FanOne Marketing May 2013 - July 2013
Skills
Fundraising, Sports, Social Media, Event Planning, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Sports Management, Teamwork, Leading Diverse Teams, Leadership, Job Evaluation, Statistical Data..., Budget Monitoring, Hiring Employees
Education
University of Florida 2010 — 2014
Bachelor of Science (BS), Sport Management
University of Florida 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Tyler Petersen Tyler Petersen's Fisher Investments Experience September 2007 - February 2009
Job Senior Account Executive, SuccessFactors
Industry Computer Software
Experience
SAP February 2014 - Present
SuccessFactors, An SAP Company October 2012 - February 2014
Mopro May 2012 - October 2012
Unified Social December 2011 - May 2012
Eventbrite January 2011 - December 2011
Eventbrite October 2009 - December 2010
Eventbrite May 2009 - October 2009
Fisher Investments September 2007 - February 2009
Skills
Strategy, Sales, Leadership, Marketing Strategy, Management, Strategic Partnerships, SaaS, Account Management, Enterprise Software, Business Strategy, Start-ups, New Business Development, Recruiting, CRM, Business Development, Selling, Sales Operations, Solution Selling, Competitive Analysis, B2B, Entrepreneurship, Direct Sales, Human Capital, Analytics, Professional Services, Sales Process, Cloud Computing, Cold Calling, HR Transformation, SAP HR, Strategic HR, Salesforce.com
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Bachelors
SAP February 2014 - Present
SuccessFactors, An SAP Company October 2012 - February 2014
Mopro May 2012 - October 2012
Unified Social December 2011 - May 2012
Eventbrite January 2011 - December 2011
Eventbrite October 2009 - December 2010
Eventbrite May 2009 - October 2009
Fisher Investments September 2007 - February 2009
Skills
Strategy, Sales, Leadership, Marketing Strategy, Management, Strategic Partnerships, SaaS, Account Management, Enterprise Software, Business Strategy, Start-ups, New Business Development, Recruiting, CRM, Business Development, Selling, Sales Operations, Solution Selling, Competitive Analysis, B2B, Entrepreneurship, Direct Sales, Human Capital, Analytics, Professional Services, Sales Process, Cloud Computing, Cold Calling, HR Transformation, SAP HR, Strategic HR, Salesforce.com
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Bachelors
Reid Frumkin Reid Frumkin's Fisher Investments Experience April 2014 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2014 - Present
Morgan Stanley April 2013 - April 2014
Opti Staffing Group September 2012 - March 2013
Dump City Dumplings, LLC April 2010 - September 2012
Merrill Lynch August 2007 - June 2011
Skills
Investment Advisory, Strategic Financial..., Investments, Economics, Series 7, Series 66, Account Management, Quickbooks, Business Planning
Education
University of Iowa 2003 — 2007
B.B.A., Finance
Fisher Investments April 2014 - Present
Morgan Stanley April 2013 - April 2014
Opti Staffing Group September 2012 - March 2013
Dump City Dumplings, LLC April 2010 - September 2012
Merrill Lynch August 2007 - June 2011
Skills
Investment Advisory, Strategic Financial..., Investments, Economics, Series 7, Series 66, Account Management, Quickbooks, Business Planning
Education
University of Iowa 2003 — 2007
B.B.A., Finance
Matt Klasco Matt Klasco's Fisher Investments Experience June 2014 - August 2014
Job Summer Analyst at Wells Levitt
Industry
Experience
Fisher Investments June 2014 - August 2014
Wells Levitt May 2014 - June 2014
Sky Ridge Medical Center May 2013 - August 2013
Alpha Epsilon Pi 2011 - 2012
Skills
Leadership
Education
University of Colorado at Boulder - Leeds School of Business 2011 — 2015
Finance, General
Cherry Creek High School 2007 — 2011
Fisher Investments June 2014 - August 2014
Wells Levitt May 2014 - June 2014
Sky Ridge Medical Center May 2013 - August 2013
Alpha Epsilon Pi 2011 - 2012
Skills
Leadership
Education
University of Colorado at Boulder - Leeds School of Business 2011 — 2015
Finance, General
Cherry Creek High School 2007 — 2011
Claire Gadra's Fisher Investments Experience September 2014 - Present
Job Client Operations Group Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2014 - Present
Fisher Investments June 2013 - September 2014
Campus Information Centers August 2011 - May 2013
Lindamood-Bell Learning Processes May 2011 - August 2012
Skills
Project Management, Series 65, Problem Solving, Customer Service, Management, Research, Data Analysis, Microsoft Applications, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Event Planning
Education
University of Michigan 2009 — 2013
Bachelor of Arts, Economics
Fisher Investments September 2014 - Present
Fisher Investments June 2013 - September 2014
Campus Information Centers August 2011 - May 2013
Lindamood-Bell Learning Processes May 2011 - August 2012
Skills
Project Management, Series 65, Problem Solving, Customer Service, Management, Research, Data Analysis, Microsoft Applications, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Event Planning
Education
University of Michigan 2009 — 2013
Bachelor of Arts, Economics
Cortland Adler's Fisher Investments Experience August 2014 - May 2015
Job Business Development at Inkling
Industry Financial Services
Experience
Inkling May 2015 - Present
Fisher Investments August 2014 - May 2015
WJ Bradley Mortgage Capital May 2012 - September 2013
Emery Financial May 2011 - September 2011
Newport Surf School June 2009 - August 2009
Skills
Microsoft Excel, Mortgage Lending, Public Speaking, PowerPoint, Loans, Negotiation, Teamwork, Research, Finance, Management, Credit, Social Media, Microsoft Word, Microsoft Office, Customer Service, Leadership, Time Management
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2014
Bachelor of Science in Business Administration with an emphasis in Finance, Finance, General, Senior
Syracuse University, Florence 2012 — 2013
Business, Management, Marketing, and Related Support Services
University of Wollongong
Post Graduate Finance
NHHS
Inkling May 2015 - Present
Fisher Investments August 2014 - May 2015
WJ Bradley Mortgage Capital May 2012 - September 2013
Emery Financial May 2011 - September 2011
Newport Surf School June 2009 - August 2009
Skills
Microsoft Excel, Mortgage Lending, Public Speaking, PowerPoint, Loans, Negotiation, Teamwork, Research, Finance, Management, Credit, Social Media, Microsoft Word, Microsoft Office, Customer Service, Leadership, Time Management
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2014
Bachelor of Science in Business Administration with an emphasis in Finance, Finance, General, Senior
Syracuse University, Florence 2012 — 2013
Business, Management, Marketing, and Related Support Services
University of Wollongong
Post Graduate Finance
NHHS
Kevin Barlow, CFA Kevin Barlow, CFA's Fisher Investments Experience May 2005 - February 2009
Job Managing Director at Palo Capital
Industry Investment Management
Experience
Palo Capital May 2015 - Present
Bessemer Trust March 2014 - February 2015
City National Rochdale April 2011 - March 2014
Entrepreneurial Period February 2009 - April 2011
Fisher Investments May 2005 - February 2009
Education
The Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.)
CFA Institute 2011 — 2013
Charterholder
University of Michigan 2000 — 2004
B.A with Honors Thesis
Palo Capital May 2015 - Present
Bessemer Trust March 2014 - February 2015
City National Rochdale April 2011 - March 2014
Entrepreneurial Period February 2009 - April 2011
Fisher Investments May 2005 - February 2009
Education
The Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.)
CFA Institute 2011 — 2013
Charterholder
University of Michigan 2000 — 2004
B.A with Honors Thesis
Allie Perry's Fisher Investments Experience January 2015 - Present
Job Client Service Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
Independent Contractor for Comm-N-Sense July 2014 - October 2014
Independent Contractor for Noctua May 2014 - September 2014
University of Florida February 2014 - April 2014
Delta Sigma Pi November 2013 - March 2014
Miami Beach Chamber of Commerce December 2010 - January 2011
Education
University of Florida 2012 — 2014
Bachelor of Science (BS), Finance, General, 3.5/4.0
Miami Beach Senior High School 2008 — 2011
High School Diploma-- Summa Cum Laude
Fisher Investments January 2015 - Present
Independent Contractor for Comm-N-Sense July 2014 - October 2014
Independent Contractor for Noctua May 2014 - September 2014
University of Florida February 2014 - April 2014
Delta Sigma Pi November 2013 - March 2014
Miami Beach Chamber of Commerce December 2010 - January 2011
Education
University of Florida 2012 — 2014
Bachelor of Science (BS), Finance, General, 3.5/4.0
Miami Beach Senior High School 2008 — 2011
High School Diploma-- Summa Cum Laude
Colby Royce's Fisher Investments Experience July 2014 - August 2014
Job Global Wealth Management Summer Analyst at J.P. Morgan
Industry Investment Management
Experience
Fisher Investments July 2014 - August 2014
Fisher Investments June 2014 - July 2014
U.S. House of Representatives May 2013 - June 2013
Skills
Customer Service, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Fundraising, Social Networking, Time Management, Research, Management
Education
University of Florida Hough Graduate School of Business 2014 — 2015
Master of International Business (MIB), Finance and Financial Management Services
University of Florida 2011 — 2015
Finance, Warrington College of Business
Fisher Investments July 2014 - August 2014
Fisher Investments June 2014 - July 2014
U.S. House of Representatives May 2013 - June 2013
Skills
Customer Service, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Fundraising, Social Networking, Time Management, Research, Management
Education
University of Florida Hough Graduate School of Business 2014 — 2015
Master of International Business (MIB), Finance and Financial Management Services
University of Florida 2011 — 2015
Finance, Warrington College of Business
Thomas Bartzen Thomas Bartzen's Fisher Investments Experience May 2015 - Present
Job Commisions Associate
Industry Financial Services
Experience
Fisher Investments May 2015 - Present
Fisher Investments January 2015 - May 2015
U.S. Bank October 2014 - January 2015
University of Wisconsin-Madison September 2013 - August 2014
University of Wisconsin-Madison October 2011 - September 2013
Skills
Research, PowerPoint, Data Analysis, Microsoft Office, Microsoft Excel, Higher Education
Education
Wisconsin-Madison 2010 — 2014
Finance
University of Cape Town 2012 — 2012
Fisher Investments May 2015 - Present
Fisher Investments January 2015 - May 2015
U.S. Bank October 2014 - January 2015
University of Wisconsin-Madison September 2013 - August 2014
University of Wisconsin-Madison October 2011 - September 2013
Skills
Research, PowerPoint, Data Analysis, Microsoft Office, Microsoft Excel, Higher Education
Education
Wisconsin-Madison 2010 — 2014
Finance
University of Cape Town 2012 — 2012
Sean Ritter Sean Ritter's Fisher Investments Experience December 2012 - Present
Job Registered Investment Advisor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments December 2012 - Present
Fisher Investments July 2011 - December 2012
Fisher Investments August 2008 - July 2011
Skills
Mutual Funds, Asset Management, Portfolio Management, Equities, Series 7, Investments, Financial Analysis, Wealth Management, Financial Modeling, Asset Allocation
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Science (BS), Business Administration, Finance Concentration
University of Hawaii at Manoa 2006 — 2006
Fisher Investments December 2012 - Present
Fisher Investments July 2011 - December 2012
Fisher Investments August 2008 - July 2011
Skills
Mutual Funds, Asset Management, Portfolio Management, Equities, Series 7, Investments, Financial Analysis, Wealth Management, Financial Modeling, Asset Allocation
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Science (BS), Business Administration, Finance Concentration
University of Hawaii at Manoa 2006 — 2006
Brent Rudisill Brent Rudisill's Fisher Investments Experience June 2015 - Present
Job Institutional Investments Associate at Fisher Investments
Industry Investment Management
Experience
Fisher Investments June 2015 - Present
University of Florida January 2013 - May 2015
Business Undergraduate Mentorship Program January 2015 - April 2015
Transfer Gator Association October 2014 - April 2015
Heavener Leadership Challenge October 2013 - April 2015
Fisher Investments June 2014 - August 2014
Fisher Investments June 2013 - August 2013
Delta Sigma Pi, Beta Eta Chapter March 2013 - April 2013
Staples, Inc June 2011 - December 2012
Ming Wu Martial Arts July 2009 - May 2012
Skills
Microsoft Office, Leadership, Public Speaking, PowerPoint, Teamwork, Team Building, Business Analysis, Team Leadership, Microsoft Excel, Microsoft Word, Strategic Planning, Communication, Research, Management, Leadership Development
Education
University of Florida 2012 — 2015
Bachelor’s of Science, Finance
State College of Florida 2011 — 2012
Associates of Science, Business Administration
Fisher Investments June 2015 - Present
University of Florida January 2013 - May 2015
Business Undergraduate Mentorship Program January 2015 - April 2015
Transfer Gator Association October 2014 - April 2015
Heavener Leadership Challenge October 2013 - April 2015
Fisher Investments June 2014 - August 2014
Fisher Investments June 2013 - August 2013
Delta Sigma Pi, Beta Eta Chapter March 2013 - April 2013
Staples, Inc June 2011 - December 2012
Ming Wu Martial Arts July 2009 - May 2012
Skills
Microsoft Office, Leadership, Public Speaking, PowerPoint, Teamwork, Team Building, Business Analysis, Team Leadership, Microsoft Excel, Microsoft Word, Strategic Planning, Communication, Research, Management, Leadership Development
Education
University of Florida 2012 — 2015
Bachelor’s of Science, Finance
State College of Florida 2011 — 2012
Associates of Science, Business Administration
Eddie Harwood Eddie Harwood's Fisher Investments Experience January 2007 - January 2008
Job Member at Harwood Investment Strategies, LLC
Industry Investment Management
Experience
Harwood Investment Strategies, LLC March 2015 - Present
Harwood Investment Strategies, LLC October 2008 - March 2015
Fisher Investments January 2007 - January 2008
Education
University of Michigan 2002 — 2006
Bachelor of Arts, Econoics & Political Science
Harwood Investment Strategies, LLC March 2015 - Present
Harwood Investment Strategies, LLC October 2008 - March 2015
Fisher Investments January 2007 - January 2008
Education
University of Michigan 2002 — 2006
Bachelor of Arts, Econoics & Political Science
Shai Prasad Shai Prasad's Fisher Investments Experience March 2006 - July 2013
Job REALTOR® with RE/MAX Gold
Industry Real Estate
Experience
RE/MAX Gold February 2015 - Present
Fisher Investments March 2006 - July 2013
Fisher Investments June 2002 - March 2006
Fisher Investments March 2000 - March 2002
Franklin Templeton Investments March 1996 - March 2000
Skills
Investments, First Time Home Buyers, Buyer's Agent, Luxury Homes, Listing Homes, Relocation, Investment Properties, First Time Home Sellers, Seller Representation, Real Estate, Real Estate Transactions, Real Estate License, Customer Service, Sellers, Sales, Foreclosures, REO, Residential Homes, Single Family Homes, Referrals, Investors, Short Sales
Education
University of California, Santa Cruz
BA, Economics and Psychology
RE/MAX Gold February 2015 - Present
Fisher Investments March 2006 - July 2013
Fisher Investments June 2002 - March 2006
Fisher Investments March 2000 - March 2002
Franklin Templeton Investments March 1996 - March 2000
Skills
Investments, First Time Home Buyers, Buyer's Agent, Luxury Homes, Listing Homes, Relocation, Investment Properties, First Time Home Sellers, Seller Representation, Real Estate, Real Estate Transactions, Real Estate License, Customer Service, Sellers, Sales, Foreclosures, REO, Residential Homes, Single Family Homes, Referrals, Investors, Short Sales
Education
University of California, Santa Cruz
BA, Economics and Psychology
Erin Elaine Harris's Fisher Investments Experience October 2014 - Present
Job Corporate Recruiter at Fisher Investments
Industry Financial Services
Experience
Fisher Investments October 2014 - Present
Fisher Investments March 2013 - October 2014
Fisher Investments August 2012 - March 2013
Fisher Investments May 2010 - August 2012
Education
University of Florida 2005 — 2008
Bachelor's Degree, Psychology
Fisher Investments October 2014 - Present
Fisher Investments March 2013 - October 2014
Fisher Investments August 2012 - March 2013
Fisher Investments May 2010 - August 2012
Education
University of Florida 2005 — 2008
Bachelor's Degree, Psychology
Erika Parry Erika Parry's Fisher Investments Experience July 2014 - Present
Job Client Service Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments July 2014 - Present
Legacy Family Office, LLC May 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Customer Service, Facebook, Teamwork
Education
University of Florida 2010 — 2014
Bachelor's Degree, Finance, General
Naples High School 2006 — 2010
High School
Fisher Investments July 2014 - Present
Legacy Family Office, LLC May 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Customer Service, Facebook, Teamwork
Education
University of Florida 2010 — 2014
Bachelor's Degree, Finance, General
Naples High School 2006 — 2010
High School
Andrew Bowker Andrew Bowker's Fisher Investments Experience July 2014 - Present
Job Client Development Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments July 2014 - Present
Bloomberg LP November 2013 - July 2014
PREPWORKS August 2011 - November 2013
University of Miami August 2010 - May 2013
Law Offices of Tucker and Kotler May 2012 - August 2012
University of Miami August 2011 - January 2012
Global Ipayment June 2011 - July 2011
Skills
Research, Microsoft Office, Analysis, Management, Customer Service, Public Speaking, Sales, Social Networking, PowerPoint, Social Media, Microsoft Excel, Facebook, Social Media Marketing, Teaching, Microsoft Word, Event Planning, Public Relations, Outlook
Education
University of Miami 2009 — 2013
Bachelor, Political Science/Religious Studies
Fisher Investments July 2014 - Present
Bloomberg LP November 2013 - July 2014
PREPWORKS August 2011 - November 2013
University of Miami August 2010 - May 2013
Law Offices of Tucker and Kotler May 2012 - August 2012
University of Miami August 2011 - January 2012
Global Ipayment June 2011 - July 2011
Skills
Research, Microsoft Office, Analysis, Management, Customer Service, Public Speaking, Sales, Social Networking, PowerPoint, Social Media, Microsoft Excel, Facebook, Social Media Marketing, Teaching, Microsoft Word, Event Planning, Public Relations, Outlook
Education
University of Miami 2009 — 2013
Bachelor, Political Science/Religious Studies
Nick Bruckner's Fisher Investments Experience February 2002 - August 2006
Job Vice President of Revenue at Praetorian Digital
Industry Marketing and Advertising
Experience
Praetorian Digital September 2014 - Present
Cardinal Wrestling Club - Olympic Regional Training Center 2010 - Present
Hip Digital Media Inc. September 2012 - September 2014
Indeed.com (division of recruit) April 2011 - August 2012
CareerBuilder.com April 2008 - May 2011
CareerBuilder.com August 2006 - March 2008
Fisher Investments February 2002 - August 2006
Michelin January 1999 - January 2003
Skills
Account Management, Cold Calling, Advertising, Selling, Hiring, Direct Sales, Business to Business..., Financial Sales, digital content, Digital Promotions, Digital Marketing, Interactive Marketing, Mobile Marketing, Email Marketing, Marketing Strategy, Social Media, Integrated Marketing, Shopper Marketing, Consumer Promotions, Marketing Communications, Innovation Management, Promotions, Product Development, Brand Communications, Brand Management, Music Industry, Entertainment, Digital Media, Promotional Marketing, B2B, Business Development, Marketing, Sales Operations, Sales, Salesforce.com, Lead Generation, Leadership, Online Advertising, Management, New Business Development
Education
University of Colorado 1994 — 1998
Bachelor of Arts, Political Science
University of Colorado Boulder 1994 — 1998
Bachelor of Arts (BA), Political Science and Government
Praetorian Digital September 2014 - Present
Cardinal Wrestling Club - Olympic Regional Training Center 2010 - Present
Hip Digital Media Inc. September 2012 - September 2014
Indeed.com (division of recruit) April 2011 - August 2012
CareerBuilder.com April 2008 - May 2011
CareerBuilder.com August 2006 - March 2008
Fisher Investments February 2002 - August 2006
Michelin January 1999 - January 2003
Skills
Account Management, Cold Calling, Advertising, Selling, Hiring, Direct Sales, Business to Business..., Financial Sales, digital content, Digital Promotions, Digital Marketing, Interactive Marketing, Mobile Marketing, Email Marketing, Marketing Strategy, Social Media, Integrated Marketing, Shopper Marketing, Consumer Promotions, Marketing Communications, Innovation Management, Promotions, Product Development, Brand Communications, Brand Management, Music Industry, Entertainment, Digital Media, Promotional Marketing, B2B, Business Development, Marketing, Sales Operations, Sales, Salesforce.com, Lead Generation, Leadership, Online Advertising, Management, New Business Development
Education
University of Colorado 1994 — 1998
Bachelor of Arts, Political Science
University of Colorado Boulder 1994 — 1998
Bachelor of Arts (BA), Political Science and Government
Brad Lytle, Ph.D. Brad Lytle, Ph.D.'s Fisher Investments Experience January 2014 - November 2014
Job Analyst
Industry Research
Experience
Google December 2014 - Present
Fisher Investments January 2014 - November 2014
Organizational Performance Group August 2013 - October 2014
Survey Research Institute at Cornell University April 2013 - June 2013
David Eccles School of Business June 2010 - June 2012
Dr. Jess Salerno 2010 - 2011
University of Illinois at Chicago 2003 - 2010
Skills
SPSS, Survey Design, Statistics, Experimental Design, Research Design, SAS, R, Quantitative Research, Psychology, SQL, Survey Research, Social Sciences, Questionnaire Design, Hierarchical linear..., Structural Equation..., Non parametric analysis, Longitudinal data..., Large scale survey..., Longitudinal study..., Quasi and true..., Secondary data analysis, Archival study design, VBA, Java Script, AMOS, University Teaching, Program Evaluation, Qualitative Research, Data Analysis, Higher Education, JavaScript, Perl, Analysis, Social Psychology, Science, Literature Reviews, Scientific Writing, Research, Multivariate Analysis, Linear Regression, Development and..., Data Collection, Teaching, Management, Public Speaking, Microsoft Office, Databases, Business Intelligence
Education
University of Illinois at Chicago 2003 — 2010
Doctor of Philosophy (Ph.D.), Social Psychology
University of Oregon 1998 — 2002
Bachelor's degree, Psychology
Google December 2014 - Present
Fisher Investments January 2014 - November 2014
Organizational Performance Group August 2013 - October 2014
Survey Research Institute at Cornell University April 2013 - June 2013
David Eccles School of Business June 2010 - June 2012
Dr. Jess Salerno 2010 - 2011
University of Illinois at Chicago 2003 - 2010
Skills
SPSS, Survey Design, Statistics, Experimental Design, Research Design, SAS, R, Quantitative Research, Psychology, SQL, Survey Research, Social Sciences, Questionnaire Design, Hierarchical linear..., Structural Equation..., Non parametric analysis, Longitudinal data..., Large scale survey..., Longitudinal study..., Quasi and true..., Secondary data analysis, Archival study design, VBA, Java Script, AMOS, University Teaching, Program Evaluation, Qualitative Research, Data Analysis, Higher Education, JavaScript, Perl, Analysis, Social Psychology, Science, Literature Reviews, Scientific Writing, Research, Multivariate Analysis, Linear Regression, Development and..., Data Collection, Teaching, Management, Public Speaking, Microsoft Office, Databases, Business Intelligence
Education
University of Illinois at Chicago 2003 — 2010
Doctor of Philosophy (Ph.D.), Social Psychology
University of Oregon 1998 — 2002
Bachelor's degree, Psychology
Michael Coppom's Fisher Investments Experience September 2007 - August 2010
Job Lead Business Systems Analyst
Industry Information Technology and Services
Experience
Connexions Loyalty November 2010 - Present
Fisher Investments September 2007 - August 2010
Major Medical Supply May 2003 - September 2007
Independent Contractor 2002 - 2003
J.D. Edwards 2000 - 2002
Skills
SDLC, Business Analysis, Requirements Gathering, SharePoint, Requirements Analysis, Agile Methodologies, Business Process..., Business Process..., Strategy, Business Requirements, Visio, Project Management, Change Management, PMO, Vendor Management
Education
University of Colorado Boulder
MS, Technical Business Operations
University of Colorado Boulder - Leeds School of Business
BS, Information Systems
Connexions Loyalty November 2010 - Present
Fisher Investments September 2007 - August 2010
Major Medical Supply May 2003 - September 2007
Independent Contractor 2002 - 2003
J.D. Edwards 2000 - 2002
Skills
SDLC, Business Analysis, Requirements Gathering, SharePoint, Requirements Analysis, Agile Methodologies, Business Process..., Business Process..., Strategy, Business Requirements, Visio, Project Management, Change Management, PMO, Vendor Management
Education
University of Colorado Boulder
MS, Technical Business Operations
University of Colorado Boulder - Leeds School of Business
BS, Information Systems
Maxwell Friedrich's Fisher Investments Experience November 2014 - Present
Job Marketing Online Media Buyer at Fisher Investments
Industry Marketing and Advertising
Experience
Fisher Investments November 2014 - Present
Fisher Investments July 2013 - November 2014
Northwestern Mutual June 2012 - August 2012
Skills
Visual Basic, Microsoft Excel, Digital Marketing, Online Marketing, Financial Analysis, HTML, CSS, Marketing Strategy, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Microsoft Office
Education
University of Florida 2009 — 2013
Bachelor of Arts (B.A.), Finance
Fisher Investments November 2014 - Present
Fisher Investments July 2013 - November 2014
Northwestern Mutual June 2012 - August 2012
Skills
Visual Basic, Microsoft Excel, Digital Marketing, Online Marketing, Financial Analysis, HTML, CSS, Marketing Strategy, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Microsoft Office
Education
University of Florida 2009 — 2013
Bachelor of Arts (B.A.), Finance
Ivy Russell Ivy Russell's Fisher Investments Experience September 2013 - April 2014
Job CEO, Maya.com.bd
Industry Investment Management
Experience
Maya.com.bd December 2010 - Present
Fisher Investments September 2013 - April 2014
Barclays Wealth May 2007 - February 2010
GAM May 2005 - April 2007
HSBC Investments August 2004 - April 2005
Davis Langdon August 2003 - July 2004
Skills
Financial Analysis, Alternative Investments, Project Management, Investment Strategies, Investment Products, Wealth Management, Financial Reporting, Entrepreneurship, Social Entrepreneurship, Community Management, Sales Support, Strategic Planning, Self Starter, Business Planning
Education
University of Warwick - Warwick Business School 2001 — 2002
MSc., Finance and Economics
University of Essex 1998 — 2001
BSc, Economics
Scholastica School, Dhaka, Bangladesh 1993 — 1997
GCE A Levels and O Levels
Maya.com.bd December 2010 - Present
Fisher Investments September 2013 - April 2014
Barclays Wealth May 2007 - February 2010
GAM May 2005 - April 2007
HSBC Investments August 2004 - April 2005
Davis Langdon August 2003 - July 2004
Skills
Financial Analysis, Alternative Investments, Project Management, Investment Strategies, Investment Products, Wealth Management, Financial Reporting, Entrepreneurship, Social Entrepreneurship, Community Management, Sales Support, Strategic Planning, Self Starter, Business Planning
Education
University of Warwick - Warwick Business School 2001 — 2002
MSc., Finance and Economics
University of Essex 1998 — 2001
BSc, Economics
Scholastica School, Dhaka, Bangladesh 1993 — 1997
GCE A Levels and O Levels
Michelle Kido Michelle Kido's Fisher Investments Experience May 2008 - August 2008
Job Membership Specialist at PacificSource Health Plans
Industry Insurance
Experience
PacificSource Health Plans October 2012 - Present
The Regence Group February 2011 - October 2012
KPD Insurance January 2011 - December 2011
MassMutual Financial Group May 2009 - August 2009
Fisher Investments May 2008 - August 2008
Skills
Health Insurance, Customer Service, Insurance
Education
University of Idaho 2005 — 2009
Finance
University of Idaho 2005 — 2009
Bachelor of Arts (B.A.), Spanish Language and Literature
PacificSource Health Plans October 2012 - Present
The Regence Group February 2011 - October 2012
KPD Insurance January 2011 - December 2011
MassMutual Financial Group May 2009 - August 2009
Fisher Investments May 2008 - August 2008
Skills
Health Insurance, Customer Service, Insurance
Education
University of Idaho 2005 — 2009
Finance
University of Idaho 2005 — 2009
Bachelor of Arts (B.A.), Spanish Language and Literature
Thomas Pae Thomas Pae's Fisher Investments Experience May 2015 - Present
Job Global Marketing Data Analyst at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2015 - Present
Fisher Investments August 2013 - May 2015
Fisher Investments August 2012 - August 2013
HUAKAI Management February 2012 - July 2012
Gap Inc./Banana Republic July 2010 - December 2011
Island Insurance Company February 2011 - September 2011
Times Supermarkets July 2007 - August 2009
Skills
Outlook, Word, PowerPoint, Customer Service, Microsoft Excel, Client Service Oriented, Korean
Education
University of Hawaii at Manoa 2007 — 2011
BBA, Finance
연세대학교 / Yonsei University 2009 — 2010
Fisher Investments May 2015 - Present
Fisher Investments August 2013 - May 2015
Fisher Investments August 2012 - August 2013
HUAKAI Management February 2012 - July 2012
Gap Inc./Banana Republic July 2010 - December 2011
Island Insurance Company February 2011 - September 2011
Times Supermarkets July 2007 - August 2009
Skills
Outlook, Word, PowerPoint, Customer Service, Microsoft Excel, Client Service Oriented, Korean
Education
University of Hawaii at Manoa 2007 — 2011
BBA, Finance
연세대학교 / Yonsei University 2009 — 2010
Abigail Tan's Fisher Investments Experience July 2015 - Present
Job Client Operations at Fisher Investments
Industry Financial Services
Experience
Fisher Investments July 2015 - Present
Coach September 2014 - May 2015
Walgreens June 2014 - August 2014
Apple May 2013 - August 2013
Skills
Customer Service, Management, Retail, Social Media Marketing, Communication, Marketing, Economics, Merchandising, Retail Sales, Leadership Development, Business Decision Making
Education
University of Florida 2011 — 2015
Bachelor of Arts (B.A.), Economics, Business Administration, Retail Management
The First Academy 2007 — 2011
High School Diploma
Fisher Investments July 2015 - Present
Coach September 2014 - May 2015
Walgreens June 2014 - August 2014
Apple May 2013 - August 2013
Skills
Customer Service, Management, Retail, Social Media Marketing, Communication, Marketing, Economics, Merchandising, Retail Sales, Leadership Development, Business Decision Making
Education
University of Florida 2011 — 2015
Bachelor of Arts (B.A.), Economics, Business Administration, Retail Management
The First Academy 2007 — 2011
High School Diploma
Meghan DeGroot Meghan DeGroot's Fisher Investments Experience June 2006 - September 2008
Job Portfolio Manager at Sand Hill Global Advisors
Industry Financial Services
Experience
Sand Hill Global Advisors October 2012 - June 2014
SharesPost August 2011 - March 2012
Bernstein Global Wealth Management November 2008 - August 2011
Fisher Investments June 2006 - September 2008
Skills
CFA Level II Candidate, Fixed Income, Series 7, Series 63, Asset Managment, Investments, Investment Strategies, Asset Allocation, Equities, Wealth Management, Portfolio Management, Investment Advisory, Mutual Funds
Education
University of Georgia - Terry College of Business 2002 — 2006
BBA, International Business, Spanish
University of Valencia
Bachelor's Degree, Business/Spanish
Sand Hill Global Advisors October 2012 - June 2014
SharesPost August 2011 - March 2012
Bernstein Global Wealth Management November 2008 - August 2011
Fisher Investments June 2006 - September 2008
Skills
CFA Level II Candidate, Fixed Income, Series 7, Series 63, Asset Managment, Investments, Investment Strategies, Asset Allocation, Equities, Wealth Management, Portfolio Management, Investment Advisory, Mutual Funds
Education
University of Georgia - Terry College of Business 2002 — 2006
BBA, International Business, Spanish
University of Valencia
Bachelor's Degree, Business/Spanish
Alex Khazanedar Alex Khazanedar's Fisher Investments Experience December 2010 - June 2011
Job Workshop Instructor at College Track
Industry Primary/Secondary Education
Experience
College Track September 2014 - Present
Frances December 2012 - November 2014
Blue Hill Stone Barns February 2012 - December 2012
Seasonal Pantry October 2011 - January 2012
Share Our Strength September 2011 - November 2011
Fisher Investments December 2010 - June 2011
Skills
Leadership, Public Speaking, Sales, Customer Service, Customer Satisfaction, Social Media Marketing, Culinary Skills, Cooking, Research, Fundraising, Community Outreach, Social Networking
Education
University of California, Santa Cruz 2006 — 2010
B.A., Politics
College Track September 2014 - Present
Frances December 2012 - November 2014
Blue Hill Stone Barns February 2012 - December 2012
Seasonal Pantry October 2011 - January 2012
Share Our Strength September 2011 - November 2011
Fisher Investments December 2010 - June 2011
Skills
Leadership, Public Speaking, Sales, Customer Service, Customer Satisfaction, Social Media Marketing, Culinary Skills, Cooking, Research, Fundraising, Community Outreach, Social Networking
Education
University of California, Santa Cruz 2006 — 2010
B.A., Politics
Blanca Pina Blanca Pina's Fisher Investments Experience May 2014 - February 2015
Job Information Services at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2014 - February 2015
Fisher Investments April 2013 - May 2014
RadioShack Mobile November 2011 - February 2012
Delta Sigma Pi June 2011 - December 2011
UC Santa Cruz September 2007 - December 2011
University of California, Santa Cruz March 2011 - July 2011
Delta Sigma Pi February 2011 - June 2011
Bridgeview Capital Advisors, Inc June 2009 - September 2009
Skills
Economics, Public Speaking, PowerPoint, Data Analysis, LaTeX, TeX, Microsoft Applications, Economic Data Analysis, Organizational Vision, Mathematical Analysis, Stata, Goal-driven leader, Clerical Skills, Macintosh Applications, Microsoft Platform, Microsoft Excel, Microsoft Works, Microsoft Word, Spreadsheets, Mathematical Economics, Facebook, Outlook, Financial Analysis, Econometrics, Leadership, Critical Thinking, Quantitative Analytics, Data Entry, Microsoft Office
Education
University of California, Santa Cruz 2010 — 2012
Graduate Program, International Economics
University of California, Santa Cruz 2006 — 2010
B.A, Computational Mathematics; Business Management Economics
Fisher Investments May 2014 - February 2015
Fisher Investments April 2013 - May 2014
RadioShack Mobile November 2011 - February 2012
Delta Sigma Pi June 2011 - December 2011
UC Santa Cruz September 2007 - December 2011
University of California, Santa Cruz March 2011 - July 2011
Delta Sigma Pi February 2011 - June 2011
Bridgeview Capital Advisors, Inc June 2009 - September 2009
Skills
Economics, Public Speaking, PowerPoint, Data Analysis, LaTeX, TeX, Microsoft Applications, Economic Data Analysis, Organizational Vision, Mathematical Analysis, Stata, Goal-driven leader, Clerical Skills, Macintosh Applications, Microsoft Platform, Microsoft Excel, Microsoft Works, Microsoft Word, Spreadsheets, Mathematical Economics, Facebook, Outlook, Financial Analysis, Econometrics, Leadership, Critical Thinking, Quantitative Analytics, Data Entry, Microsoft Office
Education
University of California, Santa Cruz 2010 — 2012
Graduate Program, International Economics
University of California, Santa Cruz 2006 — 2010
B.A, Computational Mathematics; Business Management Economics
Joseph Hall's Fisher Investments Experience August 2008 - May 2012
Job Private Wealth Manager at AvantGarde Wealth Management
Industry Investment Management
Experience
Avant-Garde Advisors September 2013 - Present
Bedell Frazier Investments May 2012 - August 2013
Fisher Investments August 2008 - May 2012
Fisher Investments February 2007 - August 2008
Fisher Investments January 2006 - February 2007
Fisher Investments November 2004 - 2005
University of Dayton, Davis Center for Portfolio Management April 2002 - May 2004
Education
University of Dayton 2000 — 2004
Bachelor of Business Administration (BBA)
University of Dayton
Avant-Garde Advisors September 2013 - Present
Bedell Frazier Investments May 2012 - August 2013
Fisher Investments August 2008 - May 2012
Fisher Investments February 2007 - August 2008
Fisher Investments January 2006 - February 2007
Fisher Investments November 2004 - 2005
University of Dayton, Davis Center for Portfolio Management April 2002 - May 2004
Education
University of Dayton 2000 — 2004
Bachelor of Business Administration (BBA)
University of Dayton
Vu Trieu's Fisher Investments Experience April 2005 - January 2009
Job Enterprise Release Manager
Industry Information Technology and Services
Experience
Williams-Sonoma, Inc. May 2015 - Present
Xtreme Xile April 2009 - Present
Minted November 2013 - May 2015
Macy's February 2011 - November 2013
GE Healthcare February 2010 - June 2010
Fisher Investments April 2005 - January 2009
Fisher Investments September 2004 - March 2005
Onyx Software January 1999 - September 2004
U S West 1996 - 1998
Graphic Data Systems, Corp June 1995 - June 1996
Skills
Release Management, Architecture, Enterprise Software, Management, Program Management
Education
University of Denver 1993 — 1995
Master
University of Colorado Denver 1986 — 1991
B.S.
Williams-Sonoma, Inc. May 2015 - Present
Xtreme Xile April 2009 - Present
Minted November 2013 - May 2015
Macy's February 2011 - November 2013
GE Healthcare February 2010 - June 2010
Fisher Investments April 2005 - January 2009
Fisher Investments September 2004 - March 2005
Onyx Software January 1999 - September 2004
U S West 1996 - 1998
Graphic Data Systems, Corp June 1995 - June 1996
Skills
Release Management, Architecture, Enterprise Software, Management, Program Management
Education
University of Denver 1993 — 1995
Master
University of Colorado Denver 1986 — 1991
B.S.
Margaret rhette Marsh's Fisher Investments Experience February 2015 - Present
Job Lead Network Engineer at Salesforce
Industry Computer Networking
Experience
Salesforce July 2015 - Present
Fisher Investments February 2015 - Present
Roger Williams University August 2014 - January 2015
Juniper Networks April 2014 - January 2015
Contract Professionals July 2013 - March 2014
Juniper Networks January 2012 - June 2013
Axispoint August 2011 - January 2012
Applied Network Solutions Inc., August 2010 - October 2011
Intelligent Waves LLC April 2010 - August 2010
Northrop Grumman Information Systems November 2009 - April 2010
Skills
Penetration Testing, MPLS, IPv6, Network Security, Network Architecture, Firewalls, Cisco Technologies, Data Center, Security, Network Design, Computer Security, Routers, Switches, BGP, Network Engineering, QoS, SDN, Juniper, WAN, Routing, IP, VPN, Cisco IOS, EIGRP, OSPF, Routing Protocols, Networking, TCP/IP, JUNOS, IPSec, IPS, CCNP, CCNA, Load Balancing, IDS, ASA, Cisco Routers, Cisco Nexus, Wireshark, SNMP, Ethernet, LAN Switching, Wireless Networking, MPLS VPN, DNS, CISSP, LAN-WAN, Network Administration, CCIE, DHCP
Education
University of Maryland University College
B.S., Computer Science
Salesforce July 2015 - Present
Fisher Investments February 2015 - Present
Roger Williams University August 2014 - January 2015
Juniper Networks April 2014 - January 2015
Contract Professionals July 2013 - March 2014
Juniper Networks January 2012 - June 2013
Axispoint August 2011 - January 2012
Applied Network Solutions Inc., August 2010 - October 2011
Intelligent Waves LLC April 2010 - August 2010
Northrop Grumman Information Systems November 2009 - April 2010
Skills
Penetration Testing, MPLS, IPv6, Network Security, Network Architecture, Firewalls, Cisco Technologies, Data Center, Security, Network Design, Computer Security, Routers, Switches, BGP, Network Engineering, QoS, SDN, Juniper, WAN, Routing, IP, VPN, Cisco IOS, EIGRP, OSPF, Routing Protocols, Networking, TCP/IP, JUNOS, IPSec, IPS, CCNP, CCNA, Load Balancing, IDS, ASA, Cisco Routers, Cisco Nexus, Wireshark, SNMP, Ethernet, LAN Switching, Wireless Networking, MPLS VPN, DNS, CISSP, LAN-WAN, Network Administration, CCIE, DHCP
Education
University of Maryland University College
B.S., Computer Science
Jonathan Thuma ( ジョナサン・スーマ)'s Fisher Investments Experience November 2006 - April 2012
Job Vice President, Senior Relationship Manager at Fisher Investments Japan
Industry Financial Services
Experience
Fisher Investments Japan August 2015 - Present
Fisher Investments Institutional Group November 2013 - August 2015
Fisher Investments Institutional Group April 2012 - October 2013
Fisher Investments November 2006 - April 2012
Fisher Investments September 2005 - November 2006
Fisher Investments March 2004 - September 2005
Balboa Capital July 1997 - March 2004
Skills
Business Planning, Equities, Investment Management, Investment Strategies, Global Macro, Investments, Emerging Markets, Asset Allocation, Sales, Financial Markets, Business Strategy, Competitive Analysis, Marketing, Strategic Planning, Market Research, Account Management, Marketing Strategy, Management, Economics, Team Leadership, Team Building, Corporate Finance, Financial Services, Asset Management, Business Development, Microsoft Excel, Due Diligence
Education
University of California, Santa Cruz
B.A., Economics
Fisher Investments Japan August 2015 - Present
Fisher Investments Institutional Group November 2013 - August 2015
Fisher Investments Institutional Group April 2012 - October 2013
Fisher Investments November 2006 - April 2012
Fisher Investments September 2005 - November 2006
Fisher Investments March 2004 - September 2005
Balboa Capital July 1997 - March 2004
Skills
Business Planning, Equities, Investment Management, Investment Strategies, Global Macro, Investments, Emerging Markets, Asset Allocation, Sales, Financial Markets, Business Strategy, Competitive Analysis, Marketing, Strategic Planning, Market Research, Account Management, Marketing Strategy, Management, Economics, Team Leadership, Team Building, Corporate Finance, Financial Services, Asset Management, Business Development, Microsoft Excel, Due Diligence
Education
University of California, Santa Cruz
B.A., Economics
Holger Berndt, CFA's Fisher Investments Experience June 1991 - October 1992
Job Senior Product Manager at Thomson Reuters
Industry Investment Management
Experience
Thomson Reuters June 2010 - November 2013
Self Employed January 2003 - May 2010
EGM Capital April 1996 - October 2002
Rosenblum Silverman Sutton Investment Counsel October 1992 - April 1996
Fisher Investments June 1991 - October 1992
Skills
Product Management, Eikon, Portfolio Management, Equities, Financial Modeling, Investments, Fixed Income, Financial Markets, Hedge Funds, Derivatives, Bloomberg, Investment Management, Capital Markets, Alternative Investments, Equity Research
Education
University of Connecticut 1984 — 1988
BS, Finance
Thomson Reuters June 2010 - November 2013
Self Employed January 2003 - May 2010
EGM Capital April 1996 - October 2002
Rosenblum Silverman Sutton Investment Counsel October 1992 - April 1996
Fisher Investments June 1991 - October 1992
Skills
Product Management, Eikon, Portfolio Management, Equities, Financial Modeling, Investments, Fixed Income, Financial Markets, Hedge Funds, Derivatives, Bloomberg, Investment Management, Capital Markets, Alternative Investments, Equity Research
Education
University of Connecticut 1984 — 1988
BS, Finance
Todd Kowalski's Fisher Investments Experience April 2004 - November 2006
Job Vice President, Relationship Manager at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar, Inc. May 2012 - Present
Morningstar, Inc. January 2008 - May 2012
Morningstar, Inc. November 2006 - December 2007
Fisher Investments April 2004 - November 2006
NASA-Ames Research Center December 2002 - April 2004
Skills
Portfolio Management, Asset Allocation, Performance Attribution, Asset Management, Investments, Mutual Funds, Equities, Wealth Management, Alternative Investments, Financial Markets, Hedge Funds, Capital Markets, Securities, Financial Planning, Investment Strategies, Financial Modeling, Due Diligence, New Business Development, Equity Research, Excel, Investment Advisory, Competitive Analysis, Consultative Selling, Public Speaking, Access, Style Analysis, Asset Managment, Selling, Morningstar Direct, Relationship Management, Fixed Income, Investment Management, Financial Services, Finance, Business Development, ETFs, Separately Managed...
Education
University of Illinois at Urbana-Champaign 1999 — 2002
BS, Aviation Human Factors
Morningstar, Inc. May 2012 - Present
Morningstar, Inc. January 2008 - May 2012
Morningstar, Inc. November 2006 - December 2007
Fisher Investments April 2004 - November 2006
NASA-Ames Research Center December 2002 - April 2004
Skills
Portfolio Management, Asset Allocation, Performance Attribution, Asset Management, Investments, Mutual Funds, Equities, Wealth Management, Alternative Investments, Financial Markets, Hedge Funds, Capital Markets, Securities, Financial Planning, Investment Strategies, Financial Modeling, Due Diligence, New Business Development, Equity Research, Excel, Investment Advisory, Competitive Analysis, Consultative Selling, Public Speaking, Access, Style Analysis, Asset Managment, Selling, Morningstar Direct, Relationship Management, Fixed Income, Investment Management, Financial Services, Finance, Business Development, ETFs, Separately Managed...
Education
University of Illinois at Urbana-Champaign 1999 — 2002
BS, Aviation Human Factors
Craig Zarcone's Fisher Investments Experience January 2014 - Present
Job Investment Counselor UK Division
Industry Financial Services
Experience
Fisher Investments January 2014 - Present
Parity Energy, Inc November 2009 - March 2013
JVS Trading Derivatives Brokerage March 2003 - November 2009
New York Mercantile Exchange January 2002 - January 2003
Skills
Series 65, Business Development, Account Management, strategic relationship..., operational oversight, Collaborative Leadership, revenue/profit growth, Process Management, Staff Development, Trading, Options, Risk Management, Commodity, Investments, Management, Equities, Hedge Funds, Leadership, Derivatives
Education
University of Florida - Warrington College Of Business 1996 — 2001
Bachelor of Business Administration (B.B.A.), Minor Food and Resource Economics
Fisher Investments January 2014 - Present
Parity Energy, Inc November 2009 - March 2013
JVS Trading Derivatives Brokerage March 2003 - November 2009
New York Mercantile Exchange January 2002 - January 2003
Skills
Series 65, Business Development, Account Management, strategic relationship..., operational oversight, Collaborative Leadership, revenue/profit growth, Process Management, Staff Development, Trading, Options, Risk Management, Commodity, Investments, Management, Equities, Hedge Funds, Leadership, Derivatives
Education
University of Florida - Warrington College Of Business 1996 — 2001
Bachelor of Business Administration (B.B.A.), Minor Food and Resource Economics
Read Williamson's Fisher Investments Experience April 2012 - January 2015
Job Vice President, Senior Portfolio Manager at First Western Trust Bank
Industry Financial Services
Experience
First Western Trust Bank January 2015 - Present
Fisher Investments April 2012 - January 2015
Fisher Investments July 2008 - April 2012
Cherry Creek Capital Partners January 2006 - August 2007
Morgan Stanley August 2002 - August 2005
Skills
Investments, Portfolio Management, Finance, Financial Analysis, Asset Management, Financial Modeling, Wealth Management, Financial Services, Mutual Funds, Asset Allocation, Fixed Income, Investment Advisory, Investment Strategies
Education
University of Denver - Daniels College of Business 2006 — 2008
MBA, Finance
University of South Alabama 1994 — 1996
MA, English Literature, writing concentration
Vanderbilt University 1989 — 1993
BA, English Literature
First Western Trust Bank January 2015 - Present
Fisher Investments April 2012 - January 2015
Fisher Investments July 2008 - April 2012
Cherry Creek Capital Partners January 2006 - August 2007
Morgan Stanley August 2002 - August 2005
Skills
Investments, Portfolio Management, Finance, Financial Analysis, Asset Management, Financial Modeling, Wealth Management, Financial Services, Mutual Funds, Asset Allocation, Fixed Income, Investment Advisory, Investment Strategies
Education
University of Denver - Daniels College of Business 2006 — 2008
MBA, Finance
University of South Alabama 1994 — 1996
MA, English Literature, writing concentration
Vanderbilt University 1989 — 1993
BA, English Literature
Eric J Holmes's Fisher Investments Experience 2004 - 2004
Job Regional Vice President at Jackson
Industry Financial Services
Experience
Jackson 2004 - Present
Fisher Investments 2004 - 2004
Skills
Mutual Funds, Series 63, Series 7, Marketing, Retirement, Investments, Series 6, Financial Services, Alternative Investments
Education
University of Colorado Boulder 2000 — 2004
BA, Economics
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Business Economics
Northfield Mount Hermon 1999 — 2000
Northfield, MA
Jackson 2004 - Present
Fisher Investments 2004 - 2004
Skills
Mutual Funds, Series 63, Series 7, Marketing, Retirement, Investments, Series 6, Financial Services, Alternative Investments
Education
University of Colorado Boulder 2000 — 2004
BA, Economics
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Business Economics
Northfield Mount Hermon 1999 — 2000
Northfield, MA
Carrie (Schmidt) Knudtsen's Fisher Investments Experience 2001 - 2006
Job Recruiting Corrdinator at Bain & Company
Industry Human Resources
Experience
Bain & Company June 2006 - Present
Fisher Investments 2001 - 2006
Education
University of Colorado Boulder 1996 — 2000
Bachelors, History & Anthropology
Bain & Company June 2006 - Present
Fisher Investments 2001 - 2006
Education
University of Colorado Boulder 1996 — 2000
Bachelors, History & Anthropology
Grant Leibowitz's Fisher Investments Experience August 2008 - November 2008
Job Founder/CEO at Beyond Concept Productions
Industry Entertainment
Experience
SAG ELIGIBLE July 2011 - Present
Beyond Concept Productions August 2012 - Present
Toshiba Business Solutions August 2011 - September 2012
Farm Credit Administration June 2009 - February 2011
Fisher Investments August 2008 - November 2008
Enterprise Rent-A-Car June 2007 - August 2007
Mentor Interactive, Inc. January 2007 - February 2007
Semester At Sea / ISE 2006 - 2006
NHU Foods June 2003 - June 2005
Skills
Risk Management, Finance, Training, Banking, Market Analysis, Financial Analysis, Microsoft Excel, Public Speaking, Microsoft Office, Due Diligence, Data Analysis, Customer Service, PowerPoint, Research, Sales, Marketing, Budgets, Salesforce.com, Negotiation, Recruiting, Event Planning, Marketing Strategy, Branding & Identity, Product Development, Product Management, Product Positioning, Business Process..., Lean Process Improvement, Entrepreneurship, Enterprise Content..., Lotus Notes, SPIN Selling, Cost Reduction...
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
BS, Marketing, International Business, and Entrepreneurship
University of Virginia 2006 — 2006
study abroad, Semester at Sea- marketing and international business
Monarch high school
Platt middle school
SAG ELIGIBLE July 2011 - Present
Beyond Concept Productions August 2012 - Present
Toshiba Business Solutions August 2011 - September 2012
Farm Credit Administration June 2009 - February 2011
Fisher Investments August 2008 - November 2008
Enterprise Rent-A-Car June 2007 - August 2007
Mentor Interactive, Inc. January 2007 - February 2007
Semester At Sea / ISE 2006 - 2006
NHU Foods June 2003 - June 2005
Skills
Risk Management, Finance, Training, Banking, Market Analysis, Financial Analysis, Microsoft Excel, Public Speaking, Microsoft Office, Due Diligence, Data Analysis, Customer Service, PowerPoint, Research, Sales, Marketing, Budgets, Salesforce.com, Negotiation, Recruiting, Event Planning, Marketing Strategy, Branding & Identity, Product Development, Product Management, Product Positioning, Business Process..., Lean Process Improvement, Entrepreneurship, Enterprise Content..., Lotus Notes, SPIN Selling, Cost Reduction...
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
BS, Marketing, International Business, and Entrepreneurship
University of Virginia 2006 — 2006
study abroad, Semester at Sea- marketing and international business
Monarch high school
Platt middle school
Natalie Hansen's Fisher Investments Experience March 2003 - July 2005
Job Graduate Student, Laboratory for Affective Neurodynamics, Binghamton University
Industry Research
Experience
Binghamton University August 2013 - Present
Shirley Nichols Acupuncture October 2005 - June 2006
Fisher Investments March 2003 - July 2005
Education
University of California, Santa Cruz 1998 — 2002
Psychology, Psychology, Creative Writing
Binghamton University August 2013 - Present
Shirley Nichols Acupuncture October 2005 - June 2006
Fisher Investments March 2003 - July 2005
Education
University of California, Santa Cruz 1998 — 2002
Psychology, Psychology, Creative Writing
Deven Sakamoto's Fisher Investments Experience May 2011 - Present
Job Systems Engineer at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2011 - Present
Fisher Investments May 2010 - May 2011
Education
University of Hawaii at Manoa 1995 — 2000
Fisher Investments May 2011 - Present
Fisher Investments May 2010 - May 2011
Education
University of Hawaii at Manoa 1995 — 2000
Patrick Kramer's Fisher Investments Experience April 2014 - Present
Job Regional Vice President at Fisher Investments
Industry Investment Management
Experience
Fisher Investments April 2014 - Present
Fidelity Investments December 2012 - March 2014
Fidelity Investments July 2005 - November 2012
Fidelity Investments February 2003 - June 2005
Fidelity Investments February 2001 - February 2003
First Union Securities August 1999 - February 2001
First Union Securities June 1998 - August 1999
First Union July 1996 - June 1998
Education
University of Maryland College Park
Bachelor of Science (B.S.), Human Resources Management and Services
Fisher Investments April 2014 - Present
Fidelity Investments December 2012 - March 2014
Fidelity Investments July 2005 - November 2012
Fidelity Investments February 2003 - June 2005
Fidelity Investments February 2001 - February 2003
First Union Securities August 1999 - February 2001
First Union Securities June 1998 - August 1999
First Union July 1996 - June 1998
Education
University of Maryland College Park
Bachelor of Science (B.S.), Human Resources Management and Services
Drew Wandell's Fisher Investments Experience August 2007 - January 2009
Job Account Executive | Corporate Talent Solutions
Industry Internet
Experience
LinkedIn April 2013 - Present
Equilar June 2011 - April 2013
Equilar November 2009 - July 2011
CoStar Group February 2009 - October 2009
Fisher Investments August 2007 - January 2009
Skills
SaaS, Financial Services, Technology, Sales, Sales Operations, Identifying Sales..., Start-ups, Research, Lead Generation, Closing Deals, New Business Development, Cold Calling, Presenting to Senior..., Account Management, Time Travel, Salesforce.com, Natural Horsemanship
Education
University of Colorado Boulder 2003 — 2007
BS, Finance
LinkedIn April 2013 - Present
Equilar June 2011 - April 2013
Equilar November 2009 - July 2011
CoStar Group February 2009 - October 2009
Fisher Investments August 2007 - January 2009
Skills
SaaS, Financial Services, Technology, Sales, Sales Operations, Identifying Sales..., Start-ups, Research, Lead Generation, Closing Deals, New Business Development, Cold Calling, Presenting to Senior..., Account Management, Time Travel, Salesforce.com, Natural Horsemanship
Education
University of Colorado Boulder 2003 — 2007
BS, Finance
Eddie Harwood's Fisher Investments Experience 2007 - 2007
Job Portfolio Manager & Business Development at Harwood Investment Strategies LLC
Industry Investment Management
Experience
Harwood Investment Strategies LLC January 2008 - Present
Fisher Investments 2007 - 2007
Skills
Investments, Portfolio Management, Asset Allocation, Asset Managment
Education
University of Michigan 2002 — 2006
BA, Economics & Political Science
Harwood Investment Strategies LLC January 2008 - Present
Fisher Investments 2007 - 2007
Skills
Investments, Portfolio Management, Asset Allocation, Asset Managment
Education
University of Michigan 2002 — 2006
BA, Economics & Political Science
Katy Greene, CFA's Fisher Investments Experience 2008 - 2008
Job Sales Desk Manager Western Division at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group April 2015 - Present
Janus Capital Group October 2012 - April 2015
UBS Wealth Management July 2010 - October 2012
BCA Research September 2009 - July 2010
Glass, Lewis & Co. 2009 - 2009
Delta Dental 2009 - 2009
Fisher Investments 2008 - 2008
UBS Wealth Management 2007 - 2008
Skills
Investments, Financial Modeling, Valuation, Sales, Marketing, Microsoft Excel, Sales Management, PowerPoint, Project Management, Equities, Market Research, Bloomberg, Mutual Funds, Finance, Series 7, Financial Analysis, Asset Management
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science (BS), Finance
Janus Capital Group April 2015 - Present
Janus Capital Group October 2012 - April 2015
UBS Wealth Management July 2010 - October 2012
BCA Research September 2009 - July 2010
Glass, Lewis & Co. 2009 - 2009
Delta Dental 2009 - 2009
Fisher Investments 2008 - 2008
UBS Wealth Management 2007 - 2008
Skills
Investments, Financial Modeling, Valuation, Sales, Marketing, Microsoft Excel, Sales Management, PowerPoint, Project Management, Equities, Market Research, Bloomberg, Mutual Funds, Finance, Series 7, Financial Analysis, Asset Management
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science (BS), Finance
Jim Schwab's Fisher Investments Experience October 2013 - Present
Job Human Capital Foreign Private Client Group
Industry Financial Services
Experience
Fisher Investments October 2013 - Present
Fisher Investments January 2012 - September 2013
Fisher Investments March 2011 - December 2011
Fisher Investments November 2009 - March 2011
Fisher Investments September 2007 - October 2009
Enterprise Rent-A-Car August 2003 - June 2007
Skills
Management, Financial Services, Sales, Recruiting, Investments, Time Management, Portfolio Management, Business Development, Strategy, CRM, Financial Analysis, Leadership, Relationship Management, Asset Management, Finance, Customer Service
Education
Lake Forest High School
University of Colorado Boulder
Economics
Fisher Investments October 2013 - Present
Fisher Investments January 2012 - September 2013
Fisher Investments March 2011 - December 2011
Fisher Investments November 2009 - March 2011
Fisher Investments September 2007 - October 2009
Enterprise Rent-A-Car August 2003 - June 2007
Skills
Management, Financial Services, Sales, Recruiting, Investments, Time Management, Portfolio Management, Business Development, Strategy, CRM, Financial Analysis, Leadership, Relationship Management, Asset Management, Finance, Customer Service
Education
Lake Forest High School
University of Colorado Boulder
Economics
Jay Zimmerman's Fisher Investments Experience May 2011 - June 2012
Job Product Manager at Crunch Pak
Industry Food Production
Experience
Crunch Pak July 2014 - Present
Crunch Pak June 2012 - June 2014
Fisher Investments May 2011 - June 2012
University Recreation Center August 2009 - May 2011
University of Idaho February 2009 - May 2011
Northwestern Mutual May 2010 - September 2010
Cashmere Valley Bank May 2009 - August 2009
Chelan County Public Works Dept May 2008 - August 2008
Skills
Marketing, Customer Service, Sales, Data Analysis, PowerPoint, Social Media Marketing, Forecasting, Online Marketing, Sales Presentations, Marketing Research, Marketing Analytics, Online Marketing..., Microsoft Office, Finance, Logistics, Production Planning, Operations Management, Management, Microsoft Excel, Leadership, Social Media, Public Speaking, Budgets, Marketing Strategy
Education
University of Idaho 2007 — 2011
Bachelor of Science, Business Administration - Finance
Crunch Pak July 2014 - Present
Crunch Pak June 2012 - June 2014
Fisher Investments May 2011 - June 2012
University Recreation Center August 2009 - May 2011
University of Idaho February 2009 - May 2011
Northwestern Mutual May 2010 - September 2010
Cashmere Valley Bank May 2009 - August 2009
Chelan County Public Works Dept May 2008 - August 2008
Skills
Marketing, Customer Service, Sales, Data Analysis, PowerPoint, Social Media Marketing, Forecasting, Online Marketing, Sales Presentations, Marketing Research, Marketing Analytics, Online Marketing..., Microsoft Office, Finance, Logistics, Production Planning, Operations Management, Management, Microsoft Excel, Leadership, Social Media, Public Speaking, Budgets, Marketing Strategy
Education
University of Idaho 2007 — 2011
Bachelor of Science, Business Administration - Finance
Chase Francis's Fisher Investments Experience March 2007 - June 2011
Job Marketing Publications Lead at DCI
Industry Financial Services
Experience
DCI, LLC December 2013 - Present
Watershed Asset Management June 2011 - November 2013
Fisher Investments March 2007 - June 2011
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Business, Finance
Bellevue High School
DCI, LLC December 2013 - Present
Watershed Asset Management June 2011 - November 2013
Fisher Investments March 2007 - June 2011
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Business, Finance
Bellevue High School
Austin Fraser, CFA's Fisher Investments Experience April 2011 - Present
Job Portfolio Engineer | Senior Research Analyst | Emerging Markets
Industry Financial Services
Experience
Fisher Investments April 2011 - Present
Fisher Investments June 2012 - Present
Fisher Investments September 2009 - April 2011
Fisher Investments January 2005 - September 2009
Fisher Investments August 2002 - January 2005
Cambridge Associates June 2000 - June 2002
Skills
Bloomberg, Research, Market Research, Equity Research
Education
University of Michigan 1996 — 2000
Bachelor of Arts, History
Fisher Investments April 2011 - Present
Fisher Investments June 2012 - Present
Fisher Investments September 2009 - April 2011
Fisher Investments January 2005 - September 2009
Fisher Investments August 2002 - January 2005
Cambridge Associates June 2000 - June 2002
Skills
Bloomberg, Research, Market Research, Equity Research
Education
University of Michigan 1996 — 2000
Bachelor of Arts, History
Dylan Gantley's Fisher Investments Experience October 2014 - Present
Job Institutional Portfolio Analytics at Fisher Investments
Industry Financial Services
Experience
Fisher Investments October 2014 - Present
Fisher Investments August 2012 - October 2014
Quish & Co October 2011 - June 2012
Green Garage February 2010 - July 2011
J E Gantley Construction June 2002 - August 2010
Skills
Problem Solving, Financial Analysis, Sales, Equity Research, Microsoft Excel, Team Leadership, Financial Modeling, Phone Skills, Hedge Funds, Bloomberg, Market Research, Forecasting, Statistics, Applied Probability, Wealth Management..., Visual Basic, Matlab, Mathematica
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Undergraduate, Finance
Monta Vista High School 2004 — 2008
HS Diploma
Fisher Investments October 2014 - Present
Fisher Investments August 2012 - October 2014
Quish & Co October 2011 - June 2012
Green Garage February 2010 - July 2011
J E Gantley Construction June 2002 - August 2010
Skills
Problem Solving, Financial Analysis, Sales, Equity Research, Microsoft Excel, Team Leadership, Financial Modeling, Phone Skills, Hedge Funds, Bloomberg, Market Research, Forecasting, Statistics, Applied Probability, Wealth Management..., Visual Basic, Matlab, Mathematica
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Undergraduate, Finance
Monta Vista High School 2004 — 2008
HS Diploma
Eric Holder's Fisher Investments Experience August 2012 - October 2014
Job Investment Consultant
Industry Financial Services
Experience
Fisher Investments August 2012 - October 2014
Phillips and Company Wealth Strategies August 2011 - August 2012
Phillips and Company Wealth Strategies January 2009 - December 2010
Education
University of Colorado Boulder
Bachelor of Science (B.S.), Finance
Fisher Investments August 2012 - October 2014
Phillips and Company Wealth Strategies August 2011 - August 2012
Phillips and Company Wealth Strategies January 2009 - December 2010
Education
University of Colorado Boulder
Bachelor of Science (B.S.), Finance
Kurt Van Cleef's Fisher Investments Experience June 2013 - Present
Job Project Manager Investment Operations
Industry Financial Services
Experience
Fisher Investments June 2013 - Present
Florida Wealth Advisors September 2012 - January 2013
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Valuation, Microsoft Word, Economics, Teamwork, Spanish, Research, Data Analysis, Customer Service, Access, Finance, Time Management
Education
University of Florida - Warrington College Of Business 2011 — 2013
Bachelor of Science (B.S.), Management and Leadership
Fisher Investments June 2013 - Present
Florida Wealth Advisors September 2012 - January 2013
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Valuation, Microsoft Word, Economics, Teamwork, Spanish, Research, Data Analysis, Customer Service, Access, Finance, Time Management
Education
University of Florida - Warrington College Of Business 2011 — 2013
Bachelor of Science (B.S.), Management and Leadership
Jessica Wolfe, CIPM's Fisher Investments Experience August 2014 - Present
Job Product Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2014 - Present
Fisher Investments October 2011 - August 2014
Fisher Investments August 2009 - October 2011
Fisher Investments April 2008 - August 2009
California Mortgage Advisors March 2004 - March 2008
Skills
Data Analysis, Microsoft Excel, Research, Microsoft Office, Quantitative Analytics, Datastream, FactSet, Performance Analysis, GIPS Compliance, Eagle PACE, CIPM, Performance Attribution
Education
University of Colorado at Boulder
Bachelor's degree, Physics
Fisher Investments August 2014 - Present
Fisher Investments October 2011 - August 2014
Fisher Investments August 2009 - October 2011
Fisher Investments April 2008 - August 2009
California Mortgage Advisors March 2004 - March 2008
Skills
Data Analysis, Microsoft Excel, Research, Microsoft Office, Quantitative Analytics, Datastream, FactSet, Performance Analysis, GIPS Compliance, Eagle PACE, CIPM, Performance Attribution
Education
University of Colorado at Boulder
Bachelor's degree, Physics
Braz Salangsang's Fisher Investments Experience January 2011 - April 2013
Job at
Industry Financial Services
Experience
E*TRADE Financial April 2013 - Present
Fisher Investments January 2011 - April 2013
Fisher Investments January 2008 - January 2011
Fisher Investments January 2007 - January 2008
Fisher Investments October 2004 - December 2006
Skills
Wealth Management, Asset Allocation, Investments, Series 7, Investment Advisory, Portfolio Management, Investment Strategies, Equities, Fixed Income, Asset Managment, Mutual Funds, Alternative Investments
Education
UC Santa Cruz 1999 — 2004
Bachelor of Science (BS), Business/Managerial Economics
E*TRADE Financial April 2013 - Present
Fisher Investments January 2011 - April 2013
Fisher Investments January 2008 - January 2011
Fisher Investments January 2007 - January 2008
Fisher Investments October 2004 - December 2006
Skills
Wealth Management, Asset Allocation, Investments, Series 7, Investment Advisory, Portfolio Management, Investment Strategies, Equities, Fixed Income, Asset Managment, Mutual Funds, Alternative Investments
Education
UC Santa Cruz 1999 — 2004
Bachelor of Science (BS), Business/Managerial Economics
Allen Erkman's Fisher Investments Experience 2005 - 2006
Job Network Engineer at FileMaker
Industry Computer Software
Experience
FileMaker Inc., an Apple subsidiary March 2006 - Present
Fisher Investments 2005 - 2006
Hewlett-Packard March 2002 - March 2004
Emmperative March 2001 - February 2002
Education
University of Hawaii at Manoa 1992 — 1996
Bachelor's degree, Chemistry
FileMaker Inc., an Apple subsidiary March 2006 - Present
Fisher Investments 2005 - 2006
Hewlett-Packard March 2002 - March 2004
Emmperative March 2001 - February 2002
Education
University of Hawaii at Manoa 1992 — 1996
Bachelor's degree, Chemistry
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY