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
Aaron Christensen Aaron Christensen's Fisher Investments Experience July 2013 - August 2015
Job Business Analyst Weebly
Industry Internet
Experience
Weebly August 2015 - Present
Fisher Investments July 2013 - August 2015
Erb Memorial Union - University of Oregon September 2012 - May 2013
Delta Tau Delta Fraternity January 2012 - January 2013
CCLI June 2012 - September 2012
CCLI July 2008 - January 2012
Skills
Microsoft Excel, SQL, Microsoft Access, R, Statistics, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Finance, Budgets, Fundraising
Education
University of Oregon 2009 — 2013
Bachelor of Science, Economics, Senior
Weebly August 2015 - Present
Fisher Investments July 2013 - August 2015
Erb Memorial Union - University of Oregon September 2012 - May 2013
Delta Tau Delta Fraternity January 2012 - January 2013
CCLI June 2012 - September 2012
CCLI July 2008 - January 2012
Skills
Microsoft Excel, SQL, Microsoft Access, R, Statistics, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Finance, Budgets, Fundraising
Education
University of Oregon 2009 — 2013
Bachelor of Science, Economics, Senior
Blake Kraft Blake Kraft's Fisher Investments Experience March 2013 - May 2013
Job Account Executive at Front App
Industry Internet
Experience
Front App March 2015 - Present
Nexmo February 2014 - March 2015
Xerox June 2013 - January 2014
Fisher Investments March 2013 - May 2013
Williams-Sonoma, Inc./Pottery Barn May 2009 - December 2011
Starbucks January 2006 - December 2011
Skills
Sales, Start-ups, Cold Calling, Account Management, Phone Etiquette, Stock Management, Management, Mobile Devices, Salesforce.com, Final Cut Pro, Stock Market Analysis, Adobe Creative Suite, Microsoft Office, SMS, Business Development, Prospecting Skills, Final Cut Studio, Film, Finance, Onyx CRM, Topaz, Zendesk, Cloud Computing, Donuts, Social Networking, Social Media, Customer Service, Leadership, Social Media Marketing
Education
University of Oregon 2008 — 2012
B.S, Applied Business and Economics; Business Administration
Jesuit High School 2004 — 2008
Front App March 2015 - Present
Nexmo February 2014 - March 2015
Xerox June 2013 - January 2014
Fisher Investments March 2013 - May 2013
Williams-Sonoma, Inc./Pottery Barn May 2009 - December 2011
Starbucks January 2006 - December 2011
Skills
Sales, Start-ups, Cold Calling, Account Management, Phone Etiquette, Stock Management, Management, Mobile Devices, Salesforce.com, Final Cut Pro, Stock Market Analysis, Adobe Creative Suite, Microsoft Office, SMS, Business Development, Prospecting Skills, Final Cut Studio, Film, Finance, Onyx CRM, Topaz, Zendesk, Cloud Computing, Donuts, Social Networking, Social Media, Customer Service, Leadership, Social Media Marketing
Education
University of Oregon 2008 — 2012
B.S, Applied Business and Economics; Business Administration
Jesuit High School 2004 — 2008
Layne Matthews's Fisher Investments Experience August 2015 - Present
Job Sourcing Staff Coordinator at Fisher Investments
Industry Human Resources
Experience
Fisher Investments August 2015 - Present
Opti Staffing Group August 2014 - August 2015
Regence BlueCross BlueShield of Oregon September 2013 - August 2014
State Farm January 2013 - July 2013
Staples March 2011 - September 2012
Market of Choice November 2009 - September 2010
Sawan Thai Kitchen February 2006 - September 2008
Education
University of Oregon 2008 — 2012
Bachelor's degree, Psychology and Business, 3.2
University of Oregon 2008 — 2012
Bachelor's degree, Psychology
Fisher Investments August 2015 - Present
Opti Staffing Group August 2014 - August 2015
Regence BlueCross BlueShield of Oregon September 2013 - August 2014
State Farm January 2013 - July 2013
Staples March 2011 - September 2012
Market of Choice November 2009 - September 2010
Sawan Thai Kitchen February 2006 - September 2008
Education
University of Oregon 2008 — 2012
Bachelor's degree, Psychology and Business, 3.2
University of Oregon 2008 — 2012
Bachelor's degree, Psychology
Chris Detchon's Fisher Investments Experience November 2009 - September 2012
Job Enterprise Account Manager at Cloudability
Industry Computer Software
Experience
Cloudability September 2014 - Present
Urban Airship July 2013 - September 2014
Urban Airship October 2012 - July 2013
Fisher Investments November 2009 - September 2012
Ridgeline Forestry LLC August 2006 - November 2009
Skills
E-commerce, SaaS, Mobile Marketing, Sales, Salesforce.com, Lead Generation, Strategic Partnerships, Marketing, Leadership, Sales Operations, CRM, Analytics, Mobile Devices, Entrepreneurship, Cloud Computing
Education
The University of Montana 2001 — 2005
Bachelor of Arts (B.A.), Cultural Anthropology
Southern Cross University, Lismore AUS 2004 — 2004
Photography, Writing, Anthropology
Cloudability September 2014 - Present
Urban Airship July 2013 - September 2014
Urban Airship October 2012 - July 2013
Fisher Investments November 2009 - September 2012
Ridgeline Forestry LLC August 2006 - November 2009
Skills
E-commerce, SaaS, Mobile Marketing, Sales, Salesforce.com, Lead Generation, Strategic Partnerships, Marketing, Leadership, Sales Operations, CRM, Analytics, Mobile Devices, Entrepreneurship, Cloud Computing
Education
The University of Montana 2001 — 2005
Bachelor of Arts (B.A.), Cultural Anthropology
Southern Cross University, Lismore AUS 2004 — 2004
Photography, Writing, Anthropology
Kuji Chahal Kuji Chahal's Fisher Investments Experience August 2007 - October 2014
Job Institutional SalesCapital Raiser/Client Service/Investment Consultant Relations & Board Advisor
Industry Investment Management
Experience
Fisher Investments August 2007 - October 2014
Fisher Investments 2003 - 2007
Fisher Investments 2001 - 2002
Bank of America 1999 - 2000
RS Investments 1997 - 1999
Skills
Portfolio Management, Investments, Asset Management, Alternative Investments, Asset Allocation, Investment Management, Equities, Banking, Capital Markets, Financial Analysis, Connecting People, Fundraising, Business Development, Foundations, Growth Strategies, Board Development, Institutional..., Relationship Management, Entrepreneurship, Due Diligence, Investment Strategies, Investment Advisory, Hospitality, Philanthropy, Pension Funds, Capital Raising, Series 65 License, Building Relationships, Board of Directors, Investors, Venture Capital, Angel Investing, Venture Financing, Social Networking, New Business Development, Wealth Management, Start-up Ventures, Nightlife, Nightclub, Start-ups, Series 65, High Net Worth..., Financial Markets, Sales, Social Promotion, Contract Negotiation, Strategic Planning, Business Strategy, Emerging Markets, Social Media
Education
North Georgia College and State University
Bachelor's degree, Business Administration & Finance
Fisher Investments August 2007 - October 2014
Fisher Investments 2003 - 2007
Fisher Investments 2001 - 2002
Bank of America 1999 - 2000
RS Investments 1997 - 1999
Skills
Portfolio Management, Investments, Asset Management, Alternative Investments, Asset Allocation, Investment Management, Equities, Banking, Capital Markets, Financial Analysis, Connecting People, Fundraising, Business Development, Foundations, Growth Strategies, Board Development, Institutional..., Relationship Management, Entrepreneurship, Due Diligence, Investment Strategies, Investment Advisory, Hospitality, Philanthropy, Pension Funds, Capital Raising, Series 65 License, Building Relationships, Board of Directors, Investors, Venture Capital, Angel Investing, Venture Financing, Social Networking, New Business Development, Wealth Management, Start-up Ventures, Nightlife, Nightclub, Start-ups, Series 65, High Net Worth..., Financial Markets, Sales, Social Promotion, Contract Negotiation, Strategic Planning, Business Strategy, Emerging Markets, Social Media
Education
North Georgia College and State University
Bachelor's degree, Business Administration & Finance
Ian McCroy Ian McCroy's Fisher Investments Experience July 2014 - Present
Job Client Service Associate at Fisher Investments
Industry Higher Education
Experience
Fisher Investments July 2014 - Present
Bohemian Asset Management May 2013 - May 2014
Member For University of Portland Accounting Association August 2011 - May 2014
University of Portland March 2011 - May 2014
University of Portland Investment Association August 2010 - May 2014
University of Portland Office Of Admissions September 2012 - December 2013
University of Portland August 2011 - May 2012
DC Ranch Village Fitness Club March 2008 - August 2011
Safeway Grocery Store April 2007 - March 2008
Skills
Teamwork, Customer Service, Microsoft Excel, Research, PowerPoint, Microsoft Office, Time Management, Budgets, Microsoft Word, Data Entry, Financial Accounting, Corporate Finance, Data Analysis, Finance, Financial Analysis, Critical Thinking, Outlook, Access
Education
University of Portland 2010 — 2014
Business, Finance, Accounting
Fisher Investments July 2014 - Present
Bohemian Asset Management May 2013 - May 2014
Member For University of Portland Accounting Association August 2011 - May 2014
University of Portland March 2011 - May 2014
University of Portland Investment Association August 2010 - May 2014
University of Portland Office Of Admissions September 2012 - December 2013
University of Portland August 2011 - May 2012
DC Ranch Village Fitness Club March 2008 - August 2011
Safeway Grocery Store April 2007 - March 2008
Skills
Teamwork, Customer Service, Microsoft Excel, Research, PowerPoint, Microsoft Office, Time Management, Budgets, Microsoft Word, Data Entry, Financial Accounting, Corporate Finance, Data Analysis, Finance, Financial Analysis, Critical Thinking, Outlook, Access
Education
University of Portland 2010 — 2014
Business, Finance, Accounting
Justin Tyler Dougherty, CFA Justin Tyler Dougherty, CFA's Fisher Investments Experience September 2013 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2013 - Present
Roehl & Yi Investment Advisors August 2009 - August 2013
Eugene Active 20-30 Club April 2011 - November 2012
Eugene Active 20-30 Club April 2011 - November 2011
Social Communications Company (Sococo) November 2008 - June 2009
The University of Oregon September 2007 - June 2009
Phi Delta Theta Fraternity November 2007 - December 2008
Skills
Asset Management, Financial Planning, Financial Analysis, Financial Modeling, Strategic Planning, Investments, Asset Managment, Strategic Financial..., Leadership, Portfolio Management, Microsoft Excel, Wealth Management, Asset Allocation, Securities, Analysis, Mutual Funds, Corporate Finance, Equities, Accounting, Financial Advisory, Equity Research, Leadership Development, Forecasting, Due Diligence, Valuation, Coaching, Financial Reporting, Risk Management, Retirement Planning, Investment Strategies, Hedge Funds, Economics, Finance, Financial Services, Alternative Investments, Bloomberg, Quantitative Analytics, Private Equity, Series 7, Options, Business Valuation, Data Analysis
Education
University of Oregon Lundquist College of Business 2007 — 2009
Bachelor of Science, Business Administration; Finance, 3.40
University of Puget Sound 2005 — 2007
Pre-Business
Ridgefield High School 2001 — 2005
Fisher Investments September 2013 - Present
Roehl & Yi Investment Advisors August 2009 - August 2013
Eugene Active 20-30 Club April 2011 - November 2012
Eugene Active 20-30 Club April 2011 - November 2011
Social Communications Company (Sococo) November 2008 - June 2009
The University of Oregon September 2007 - June 2009
Phi Delta Theta Fraternity November 2007 - December 2008
Skills
Asset Management, Financial Planning, Financial Analysis, Financial Modeling, Strategic Planning, Investments, Asset Managment, Strategic Financial..., Leadership, Portfolio Management, Microsoft Excel, Wealth Management, Asset Allocation, Securities, Analysis, Mutual Funds, Corporate Finance, Equities, Accounting, Financial Advisory, Equity Research, Leadership Development, Forecasting, Due Diligence, Valuation, Coaching, Financial Reporting, Risk Management, Retirement Planning, Investment Strategies, Hedge Funds, Economics, Finance, Financial Services, Alternative Investments, Bloomberg, Quantitative Analytics, Private Equity, Series 7, Options, Business Valuation, Data Analysis
Education
University of Oregon Lundquist College of Business 2007 — 2009
Bachelor of Science, Business Administration; Finance, 3.40
University of Puget Sound 2005 — 2007
Pre-Business
Ridgefield High School 2001 — 2005
Derek Sleeman Derek Sleeman's Fisher Investments Experience July 2008 - December 2008
Job Store Manager at SherwinWilliams
Industry Chemicals
Experience
Sherwin-Williams Paints June 2015 - Present
Sherwin-Williams Paints October 2014 - June 2015
Sherwin-Williams Paints July 2014 - October 2014
Sherwin Williams May 2014 - July 2014
Alternative Services Inc. - Oregon 2009 - 2013
Fisher Investments July 2008 - December 2008
Alternative Services Inc. - Oregon September 2005 - July 2008
College Pro February 2005 - September 2005
Skills
Training, Train the Trainer, Employee Training, Training Delivery, Mentoring, Mentoring Of Staff, Problem Solving, Creative Problem Solving, Problem Analysis, Behavioral Health, Behavior Management, Behavior Modification, Behavioral Targeting, Individual Assessment, Result Oriented, Clinical Research, Result Oriented Approach, Teaching, Microsoft Office, PowerPoint, Customer Service, Sales, Coaching, Sales Management, Team Building, Time Management
Education
University of Oregon 2004 — 2008
Bachelor of Science (B.S.), Psychology
Sherwin-Williams Paints June 2015 - Present
Sherwin-Williams Paints October 2014 - June 2015
Sherwin-Williams Paints July 2014 - October 2014
Sherwin Williams May 2014 - July 2014
Alternative Services Inc. - Oregon 2009 - 2013
Fisher Investments July 2008 - December 2008
Alternative Services Inc. - Oregon September 2005 - July 2008
College Pro February 2005 - September 2005
Skills
Training, Train the Trainer, Employee Training, Training Delivery, Mentoring, Mentoring Of Staff, Problem Solving, Creative Problem Solving, Problem Analysis, Behavioral Health, Behavior Management, Behavior Modification, Behavioral Targeting, Individual Assessment, Result Oriented, Clinical Research, Result Oriented Approach, Teaching, Microsoft Office, PowerPoint, Customer Service, Sales, Coaching, Sales Management, Team Building, Time Management
Education
University of Oregon 2004 — 2008
Bachelor of Science (B.S.), Psychology
Christopher Gio Giuffrida Christopher Gio Giuffrida's Fisher Investments Experience June 2014 - Present
Job Vice President of Client Services at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2014 - Present
Wells Fargo Advisors July 2013 - June 2014
Global Wealth Advisors March 2011 - July 2013
Zelnik & Company January 2008 - January 2009
Ripco Real Estate Corp 2006 - January 2008
Long Island Rough Riders 2001 - 2008
The New York Mortgage Company January 2004 - January 2006
Skills
Investments, Real Estate, Finance, Loans, Negotiation, Management, Portfolio Management, Financial Services, Credit, Investment Properties, Leases, Equities, Series 7, Sellers, Asset Management, Wealth Management, Valuation, Series 7, 66, 63..., NY Life Accident &...
Education
University of New Hampshire 1994 — 1999
BA, Business and Communications
Fisher Investments June 2014 - Present
Wells Fargo Advisors July 2013 - June 2014
Global Wealth Advisors March 2011 - July 2013
Zelnik & Company January 2008 - January 2009
Ripco Real Estate Corp 2006 - January 2008
Long Island Rough Riders 2001 - 2008
The New York Mortgage Company January 2004 - January 2006
Skills
Investments, Real Estate, Finance, Loans, Negotiation, Management, Portfolio Management, Financial Services, Credit, Investment Properties, Leases, Equities, Series 7, Sellers, Asset Management, Wealth Management, Valuation, Series 7, 66, 63..., NY Life Accident &...
Education
University of New Hampshire 1994 — 1999
BA, Business and Communications
Jesus Tafolla Jesus Tafolla's Fisher Investments Experience October 2013 - Present
Job Marketing Media Buyer at Fisher Investments
Industry Financial Services
Experience
Fisher Investments October 2013 - Present
Fisher Investments September 2012 - September 2013
Fisher Investments November 2009 - August 2012
U.S. Bank July 2007 - October 2009
U.S. Bank September 2005 - June 2007
Skills
Sales, Marketing Strategy, Analytics, Email Marketing, Online Marketing, Management, Social Media Marketing, Banking, Microsoft Excel, Facebook, Investments, Teller Operations, Foreign Languages, Media Planning, Media Buying, PowerPoint, Marketing, Business Development
Education
University of Oregon - Charles H. Lundquist College of Business 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Beaverton High School
Fisher Investments October 2013 - Present
Fisher Investments September 2012 - September 2013
Fisher Investments November 2009 - August 2012
U.S. Bank July 2007 - October 2009
U.S. Bank September 2005 - June 2007
Skills
Sales, Marketing Strategy, Analytics, Email Marketing, Online Marketing, Management, Social Media Marketing, Banking, Microsoft Excel, Facebook, Investments, Teller Operations, Foreign Languages, Media Planning, Media Buying, PowerPoint, Marketing, Business Development
Education
University of Oregon - Charles H. Lundquist College of Business 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Beaverton High School
Danette Dickerman Danette Dickerman's Fisher Investments Experience August 2015 - Present
Job VP Offline Media at Fisher Investments
Industry Marketing and Advertising
Experience
Fisher Investments August 2015 - Present
R2C Group (Production West) January 2015 - July 2015
R2C Group October 2008 - January 2015
Nautilus, Inc. January 2006 - October 2008
Euro RSCG DRTV 1996 - 2006
Bowflex April 1993 - February 1996
Soloflex, Inc. March 1988 - March 1993
Skills
Direct Marketing, Media Planning, Media Buying, Advertising, Lead Generation, Direct Response, New Media, SEM, Marketing, Integrated Marketing, Creative Direction, Infomercials, Digital Media, Television, SEO, Radio, Public Relations, Display Advertising, Cross-functional Team..., Marketing Management, Business Development, Inserts, CRM, Duplication, Media Traffic, Managing Remote..., Media Duplication, Client Services, Project Management, Process Improvement, Business Process..., Organizational..., Team Management
Education
University of Portland 1982 — 1986
BS Communications Mgmt, Communications, Business, Journalism
DDHS 1978 — 1982
Rockhurst University - National Seminars Training
Misc. Continuing Education Courses, Strategic Thinking, Leadership Skills for Women, Time Management & Organizational Skills
Fisher Investments August 2015 - Present
R2C Group (Production West) January 2015 - July 2015
R2C Group October 2008 - January 2015
Nautilus, Inc. January 2006 - October 2008
Euro RSCG DRTV 1996 - 2006
Bowflex April 1993 - February 1996
Soloflex, Inc. March 1988 - March 1993
Skills
Direct Marketing, Media Planning, Media Buying, Advertising, Lead Generation, Direct Response, New Media, SEM, Marketing, Integrated Marketing, Creative Direction, Infomercials, Digital Media, Television, SEO, Radio, Public Relations, Display Advertising, Cross-functional Team..., Marketing Management, Business Development, Inserts, CRM, Duplication, Media Traffic, Managing Remote..., Media Duplication, Client Services, Project Management, Process Improvement, Business Process..., Organizational..., Team Management
Education
University of Portland 1982 — 1986
BS Communications Mgmt, Communications, Business, Journalism
DDHS 1978 — 1982
Rockhurst University - National Seminars Training
Misc. Continuing Education Courses, Strategic Thinking, Leadership Skills for Women, Time Management & Organizational Skills
Connor Yee's Fisher Investments Experience June 2015 - Present
Job Intern at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2015 - Present
Consider Magazine May 2015 - Present
Styleshack LLC June 2014 - August 2014
Benzinga May 2014 - August 2014
Dance Marathon at the University of Michigan September 2013 - March 2014
Skills
Program Management, Photoshop, Time Management, Entrepreneurship, Event Management, Team Leadership, Marketing, Event Planning, Microsoft Excel, Marketing Strategy, Communication, Strategy, Project Management, Management, Critical Thinking, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2017
Bachelor of Business Administration (BBA)
University of Michigan 2013 — 2017
Minor, Computer Science
Bloomfield Hills Andover High School 2009 — 2013
Fisher Investments June 2015 - Present
Consider Magazine May 2015 - Present
Styleshack LLC June 2014 - August 2014
Benzinga May 2014 - August 2014
Dance Marathon at the University of Michigan September 2013 - March 2014
Skills
Program Management, Photoshop, Time Management, Entrepreneurship, Event Management, Team Leadership, Marketing, Event Planning, Microsoft Excel, Marketing Strategy, Communication, Strategy, Project Management, Management, Critical Thinking, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2017
Bachelor of Business Administration (BBA)
University of Michigan 2013 — 2017
Minor, Computer Science
Bloomfield Hills Andover High School 2009 — 2013
Christopher DeLap's Fisher Investments Experience August 2015 - Present
Job at
Industry
Experience
Fisher Investments August 2015 - Present
Fisher Investments July 2014 - August 2015
Metro January 2014 - May 2015
World Forestry Center January 2013 - July 2014
University of Portland September 2010 - June 2014
University of Portland August 2013 - May 2014
City of Grants Pass May 2011 - August 2012
Skills
Analytical Chemistry, Organic Chemistry, Entomology, Marine Biology, Environmental Awareness, Environmental Science, Environmental Policy, Environmental Education, Environmental Issues, Phone Etiquette, Fundraising, Data Entry, Nonprofits, Management, Team-oriented, Independence
Education
University of Portland 2010 — 2014
Bachelor of Science (B.S.), Environmental Science, 3.5
Fisher Investments August 2015 - Present
Fisher Investments July 2014 - August 2015
Metro January 2014 - May 2015
World Forestry Center January 2013 - July 2014
University of Portland September 2010 - June 2014
University of Portland August 2013 - May 2014
City of Grants Pass May 2011 - August 2012
Skills
Analytical Chemistry, Organic Chemistry, Entomology, Marine Biology, Environmental Awareness, Environmental Science, Environmental Policy, Environmental Education, Environmental Issues, Phone Etiquette, Fundraising, Data Entry, Nonprofits, Management, Team-oriented, Independence
Education
University of Portland 2010 — 2014
Bachelor of Science (B.S.), Environmental Science, 3.5
Beau Fortune Beau Fortune's Fisher Investments Experience May 2015 - Present
Job Client Service Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2015 - Present
Fisher Investments July 2013 - May 2015
American Marketing Association May 2012 - June 2013
University of Oregon School of Law September 2010 - June 2013
Camp Adventure Youth Services September 2009 - April 2013
ShelterCare September 2012 - December 2012
C.E.O Network September 2010 - December 2012
CandyGrind January 2008 - August 2010
Skills
Marketing, Social Media, Marketing Communications, PowerPoint, Prezi, Microsoft Office, Microsoft Excel, Advertising, Social Media Marketing, Leadership
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Science (B.S.), Marketing, Senior
Fisher Investments May 2015 - Present
Fisher Investments July 2013 - May 2015
American Marketing Association May 2012 - June 2013
University of Oregon School of Law September 2010 - June 2013
Camp Adventure Youth Services September 2009 - April 2013
ShelterCare September 2012 - December 2012
C.E.O Network September 2010 - December 2012
CandyGrind January 2008 - August 2010
Skills
Marketing, Social Media, Marketing Communications, PowerPoint, Prezi, Microsoft Office, Microsoft Excel, Advertising, Social Media Marketing, Leadership
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Science (B.S.), Marketing, Senior
Matthew Breuner's Fisher Investments Experience August 2014 - Present
Job Regional Sales Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2014 - Present
Fisher Investments June 2013 - August 2013
Norway Labs June 2012 - August 2012
Eddie Bauer June 2011 - August 2012
University of Oregon September 2011 - June 2012
Skills
Sales, Finance, Leadership, Analytical Skills, Writing, Microsoft Excel, Conflict Resolution, Social Media, Time Management, Accounting, QuickBooks, Public Speaking, Mathematics, Cash Register, Event Planning
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Clark Honors College, Accounting, 3.51 cumulative GPA
Fisher Investments August 2014 - Present
Fisher Investments June 2013 - August 2013
Norway Labs June 2012 - August 2012
Eddie Bauer June 2011 - August 2012
University of Oregon September 2011 - June 2012
Skills
Sales, Finance, Leadership, Analytical Skills, Writing, Microsoft Excel, Conflict Resolution, Social Media, Time Management, Accounting, QuickBooks, Public Speaking, Mathematics, Cash Register, Event Planning
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Clark Honors College, Accounting, 3.51 cumulative GPA
Jay Snyder Jay Snyder's Fisher Investments Experience August 2008 - August 2010
Job Investment Advisor at National Bank Financial
Industry Financial Services
Experience
National Bank Financial August 2010 - Present
Fisher Investments August 2008 - August 2010
Skills
Investments, Wealth Management, Investment Strategies, Portfolio Management, Retirement Planning, Investment Advisory, Asset Allocation, Securities, Bonds, Equity Research, Fixed Income, ETFs, Capital Markets, Strategic Financial..., Bloomberg, Asset Managment, Financial Modeling, Alternative Investments, Equities, Financial Advisory, Financial Markets, Investment Management, Trading, Hedge Funds, Equity Valuation, Options, Private Equity, Derivatives, Financial Planning, Asset Management
Education
University of Oregon 2003 — 2007
BA, Finance
National Bank Financial August 2010 - Present
Fisher Investments August 2008 - August 2010
Skills
Investments, Wealth Management, Investment Strategies, Portfolio Management, Retirement Planning, Investment Advisory, Asset Allocation, Securities, Bonds, Equity Research, Fixed Income, ETFs, Capital Markets, Strategic Financial..., Bloomberg, Asset Managment, Financial Modeling, Alternative Investments, Equities, Financial Advisory, Financial Markets, Investment Management, Trading, Hedge Funds, Equity Valuation, Options, Private Equity, Derivatives, Financial Planning, Asset Management
Education
University of Oregon 2003 — 2007
BA, Finance
Matthew Aitchison Matthew Aitchison's Fisher Investments Experience January 2015 - Present
Job Account Executive Group Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
Fisher Investments July 2012 - Present
Fisher Investments October 2010 - July 2012
EventBuilders Inc. September 2009 - August 2010
The Scotts Miracle-Gro Company April 2008 - August 2009
Skills
Cold Calling, Sales, Account Management, Salesforce.com, Marketing
Education
University of Oregon 2006 — 2010
Bachelor of Science, Psychology
Fisher Investments January 2015 - Present
Fisher Investments July 2012 - Present
Fisher Investments October 2010 - July 2012
EventBuilders Inc. September 2009 - August 2010
The Scotts Miracle-Gro Company April 2008 - August 2009
Skills
Cold Calling, Sales, Account Management, Salesforce.com, Marketing
Education
University of Oregon 2006 — 2010
Bachelor of Science, Psychology
Brooks Reece Brooks Reece's Fisher Investments Experience May 2014 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2014 - Present
Amherst Financial Services June 2012 - May 2014
Independence Financial January 2009 - June 2012
Indevus Pharmaceuticals 2008 - 2008
SPP Capital Partners 2006 - 2007
Skills
Series 7, Alternative Investments, Wealth Management, Strategic Financial..., Mutual Funds, Uniform Combined State..., Life & Health Insurance..., Hedge Funds, Fixed Income, Investment Management, Portfolio Management, Financial Analysis, FINRA, Asset Allocation, Investment Advisory, Securities, Corporate Finance
Education
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), Economics
Nobles 1995 — 2001
Fisher Investments May 2014 - Present
Amherst Financial Services June 2012 - May 2014
Independence Financial January 2009 - June 2012
Indevus Pharmaceuticals 2008 - 2008
SPP Capital Partners 2006 - 2007
Skills
Series 7, Alternative Investments, Wealth Management, Strategic Financial..., Mutual Funds, Uniform Combined State..., Life & Health Insurance..., Hedge Funds, Fixed Income, Investment Management, Portfolio Management, Financial Analysis, FINRA, Asset Allocation, Investment Advisory, Securities, Corporate Finance
Education
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), Economics
Nobles 1995 — 2001
Emily Henington Emily Henington's Fisher Investments Experience February 2015 - Present
Job Treasury Intern for Missouri State Treasury's Office
Industry Oil & Energy
Experience
Fisher Investments February 2015 - Present
Missouri State Treasury's Office January 2014 - May 2014
Aramco Services Company May 2013 - August 2013
Mustard Seed Fair Trade February 2012 - May 2013
Aramco Services Company May 2012 - August 2012
Baskin Robbins April 2011 - August 2011
Skills
Teamwork, Customer Service, Budgets, Financial Analysis, Accounting, Leadership, Payroll, Microsoft Excel, Public Speaking, Financial Modeling, Organization, Time Management, Social Media, Corporate Finance, Treasurers, Corporate Budgeting, Cashiers, Non-profit Volunteer
Education
University of Missouri-Columbia, College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance with a minor in Economics
Richardson High School
Fisher Investments February 2015 - Present
Missouri State Treasury's Office January 2014 - May 2014
Aramco Services Company May 2013 - August 2013
Mustard Seed Fair Trade February 2012 - May 2013
Aramco Services Company May 2012 - August 2012
Baskin Robbins April 2011 - August 2011
Skills
Teamwork, Customer Service, Budgets, Financial Analysis, Accounting, Leadership, Payroll, Microsoft Excel, Public Speaking, Financial Modeling, Organization, Time Management, Social Media, Corporate Finance, Treasurers, Corporate Budgeting, Cashiers, Non-profit Volunteer
Education
University of Missouri-Columbia, College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance with a minor in Economics
Richardson High School
Tom Barnhart Tom Barnhart's Fisher Investments Experience March 2015 - Present
Job Account Executive at Fisher Investments
Industry Higher Education
Experience
Fisher Investments March 2015 - Present
Farmers Insurance June 2014 - Present
Bellhops January 2014 - Present
The University of Oklahoma August 2010 - Present
Winter Creek Country Club January 2015 - March 2015
Rivermont Trails May 2013 - December 2013
Hose Tech USA August 2010 - May 2013
Southlake Sports April 2009 - August 2010
Southlake Baseball Association September 2006 - May 2010
Education
University of Oklahoma 2010 — 2014
Fisher Investments March 2015 - Present
Farmers Insurance June 2014 - Present
Bellhops January 2014 - Present
The University of Oklahoma August 2010 - Present
Winter Creek Country Club January 2015 - March 2015
Rivermont Trails May 2013 - December 2013
Hose Tech USA August 2010 - May 2013
Southlake Sports April 2009 - August 2010
Southlake Baseball Association September 2006 - May 2010
Education
University of Oklahoma 2010 — 2014
Jeffrey Janer Jeffrey Janer's Fisher Investments Experience June 2014 - March 2015
Job Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP February 2015 - Present
Fisher Investments June 2014 - March 2015
Artemis Strategy Group June 2013 - August 2013
Integrated Capital Management May 2013 - July 2013
Compuware June 2012 - August 2012
Total Sports Complex June 2011 - August 2011
Lisowski & Co. June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office, Customer Service, Market Research, Facebook, Event Planning
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Detroit Catholic Central High School 2007 — 2010
Bloomberg LP February 2015 - Present
Fisher Investments June 2014 - March 2015
Artemis Strategy Group June 2013 - August 2013
Integrated Capital Management May 2013 - July 2013
Compuware June 2012 - August 2012
Total Sports Complex June 2011 - August 2011
Lisowski & Co. June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office, Customer Service, Market Research, Facebook, Event Planning
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Detroit Catholic Central High School 2007 — 2010
Patrick Poggi Patrick Poggi's Fisher Investments Experience June 2015 - August 2015
Job Intern, Fisher Investments
Industry Investment Management
Experience
Sigma Nu Fraternity, Inc. April 2015 - Present
The Duck Store May 2014 - Present
Fisher Investments June 2015 - August 2015
Erb Memorial Union, University of Oregon May 2014 - June 2015
Sigma Nu Fraternity, Inc. January 2013 - April 2014
Mobile Technologies Inc. June 2013 - September 2013
ClubSport March 2012 - September 2012
Skills
Leadership, Management, Competitive Analysis, Social Media Marketing, Entrepreneurship, Event Planning, Microsoft Excel
Education
University of Oregon 2012 — 2016
Bachelor of Science (BS), Business Administration and Management
Lakeridge High School 2008 — 2012
Sigma Nu Fraternity, Inc. April 2015 - Present
The Duck Store May 2014 - Present
Fisher Investments June 2015 - August 2015
Erb Memorial Union, University of Oregon May 2014 - June 2015
Sigma Nu Fraternity, Inc. January 2013 - April 2014
Mobile Technologies Inc. June 2013 - September 2013
ClubSport March 2012 - September 2012
Skills
Leadership, Management, Competitive Analysis, Social Media Marketing, Entrepreneurship, Event Planning, Microsoft Excel
Education
University of Oregon 2012 — 2016
Bachelor of Science (BS), Business Administration and Management
Lakeridge High School 2008 — 2012
Alexander Leiken Alexander Leiken's Fisher Investments Experience September 2010 - May 2011
Job Senior Alternatives Manager Research Analyst at RVK, Inc.
Industry Investment Management
Experience
RVK, Inc. December 2014 - Present
RVK, Inc. October 2012 - December 2014
RVK, Inc. May 2011 - October 2012
Fisher Investments September 2010 - May 2011
University of Oregon Investment Group September 2009 - June 2010
Skills
Equity Valuation, DCF, Modeling, Investment Strategies, Financial Modeling, Equities, Financial Analysis, Asset Allocation, Valuation, Investments, Hedge Funds, Economics, Capital Markets, Performance Analysis, Portfolio Performance..., Portfolio Management, Portfolio Optimization, Risk Analysis, Econometric Modeling, Due Diligence, Bloomberg, Alternative Investments
Education
University of Oregon 2006 — 2010
Bachelor of Science, Economics
Sunset
RVK, Inc. December 2014 - Present
RVK, Inc. October 2012 - December 2014
RVK, Inc. May 2011 - October 2012
Fisher Investments September 2010 - May 2011
University of Oregon Investment Group September 2009 - June 2010
Skills
Equity Valuation, DCF, Modeling, Investment Strategies, Financial Modeling, Equities, Financial Analysis, Asset Allocation, Valuation, Investments, Hedge Funds, Economics, Capital Markets, Performance Analysis, Portfolio Performance..., Portfolio Management, Portfolio Optimization, Risk Analysis, Econometric Modeling, Due Diligence, Bloomberg, Alternative Investments
Education
University of Oregon 2006 — 2010
Bachelor of Science, Economics
Sunset
Brad Green Brad Green's Fisher Investments Experience October 2011 - October 2012
Job Sales Area Manager Existing Business at Tableau Software
Industry Computer Software
Experience
Tableau Software June 2015 - Present
GoodData June 2014 - June 2015
GoodData February 2013 - June 2015
GoodData November 2012 - February 2013
Fisher Investments October 2011 - October 2012
CBS News June 2011 - August 2011
Southwoods Summer Camp June 2008 - August 2010
Skills
SaaS, Salesforce.com, Business Intelligence, Sales, Lead Generation, Social Media, New Business Development, Cold Calling, Sales Process, Strategic Partnerships, Enterprise Software, Sales Management, CRM, Email Marketing, Cloud Computing, Documentaries, Direct Sales, Analytics, Solution Selling, Software Solution Sales, Comedic Timing, Sales Presentations
Education
University of Oregon 2007 — 2011
Bachelor of Arts (B.A.), Broadcast Journalism
Summit High School
Tableau Software June 2015 - Present
GoodData June 2014 - June 2015
GoodData February 2013 - June 2015
GoodData November 2012 - February 2013
Fisher Investments October 2011 - October 2012
CBS News June 2011 - August 2011
Southwoods Summer Camp June 2008 - August 2010
Skills
SaaS, Salesforce.com, Business Intelligence, Sales, Lead Generation, Social Media, New Business Development, Cold Calling, Sales Process, Strategic Partnerships, Enterprise Software, Sales Management, CRM, Email Marketing, Cloud Computing, Documentaries, Direct Sales, Analytics, Solution Selling, Software Solution Sales, Comedic Timing, Sales Presentations
Education
University of Oregon 2007 — 2011
Bachelor of Arts (B.A.), Broadcast Journalism
Summit High School
Matthew Shepherd Matthew Shepherd's Fisher Investments Experience August 2013 - December 2013
Job Business Development Representative at Arena Solutions
Industry Internet
Experience
Arena Solutions October 2014 - Present
SurveyMonkey April 2014 - October 2014
Choose Growth December 2013 - April 2014
Fisher Investments August 2013 - December 2013
University of Oregon January 2013 - July 2013
Society 43 June 2012 - August 2012
Skills
Social Media, Facebook, Microsoft Office, PowerPoint, Microsoft Excel, Management, Social Networking, Teamwork, Training, Event Planning, Customer Experience, Investment Management, Social Media Marketing, Time Management, Sales
Education
University of Oregon 2010 — 2013
Bachelor of Science, Applied Economics, Business
Semester at Sea 2012 — 2012
Arena Solutions October 2014 - Present
SurveyMonkey April 2014 - October 2014
Choose Growth December 2013 - April 2014
Fisher Investments August 2013 - December 2013
University of Oregon January 2013 - July 2013
Society 43 June 2012 - August 2012
Skills
Social Media, Facebook, Microsoft Office, PowerPoint, Microsoft Excel, Management, Social Networking, Teamwork, Training, Event Planning, Customer Experience, Investment Management, Social Media Marketing, Time Management, Sales
Education
University of Oregon 2010 — 2013
Bachelor of Science, Applied Economics, Business
Semester at Sea 2012 — 2012
Katie Clapper, PHR's Fisher Investments Experience June 2015 - Present
Job Human Capital Operations Analyst at Fisher Investments
Industry Human Resources
Experience
Fisher Investments June 2015 - Present
Fisher Investments January 2014 - June 2015
Fisher Investments May 2013 - January 2014
Fisher Investments March 2013 - May 2013
FPS, Inc January 2012 - March 2013
FPS, Inc August 2009 - January 2012
Chemeketa CC's Small Business Development Center August 2009 - May 2010
Student Recreation Center, University of Oregon 2005 - 2009
Skills
Human Resources, Employee Relations, Research, Customer Service, Recruiting, PowerPoint, Employee Benefits, Event Planning, Social Media, Microsoft Office, Microsoft Word, Project Management, Microsoft Excel, Teamwork, Analysis, Onboarding, Training, Hiring, Social Networking, Organizational..., Marketing, Leadership, Coaching, Management, Leadership Development, Project Planning, Writing, Excel, Word, Problem Solving, Job Postings, College Recruiting, Mentoring
Education
University of Oregon 2005 — 2009
Bachelor of Business Administration (B.B.A.), Information Systems and Operations Management
University of Oregon - Charles H. Lundquist College of Business 2005 — 2009
Bachelor of Arts, Business Administration
Fisher Investments June 2015 - Present
Fisher Investments January 2014 - June 2015
Fisher Investments May 2013 - January 2014
Fisher Investments March 2013 - May 2013
FPS, Inc January 2012 - March 2013
FPS, Inc August 2009 - January 2012
Chemeketa CC's Small Business Development Center August 2009 - May 2010
Student Recreation Center, University of Oregon 2005 - 2009
Skills
Human Resources, Employee Relations, Research, Customer Service, Recruiting, PowerPoint, Employee Benefits, Event Planning, Social Media, Microsoft Office, Microsoft Word, Project Management, Microsoft Excel, Teamwork, Analysis, Onboarding, Training, Hiring, Social Networking, Organizational..., Marketing, Leadership, Coaching, Management, Leadership Development, Project Planning, Writing, Excel, Word, Problem Solving, Job Postings, College Recruiting, Mentoring
Education
University of Oregon 2005 — 2009
Bachelor of Business Administration (B.B.A.), Information Systems and Operations Management
University of Oregon - Charles H. Lundquist College of Business 2005 — 2009
Bachelor of Arts, Business Administration
Hannah Ahmed, CFP®'s Fisher Investments Experience September 2012 - Present
Job Investment Counselor
Industry Investment Management
Experience
Fisher Investments September 2012 - Present
Morgan Stanley Smith Barney January 2011 - September 2012
UBS Wealth Management April 2007 - January 2011
Smith Barney April 2005 - April 2007
Skills
Strategic Financial..., Retirement Plan..., Qualified Retirement..., Socially Responsible..., Philanthropy, Building Relationships, Financial Analysis, Risk Management, Investment Strategies, Fixed Income Strategies, Income Protection, Cash Flow Forecasting, Alternative Investments, Retirement Planning, Estate Planning, Financial Coaching, Budget Process, Proposal Writing, Online Research, Marketing Strategy, Business Development, 401k, 401k Rollovers, Financial Services, Event Planning, Asset Management
Education
Harvard University 2000 — 2004
BA, English and Environmental Science
The University of Montana 1997 — 1999
Piano Performance and Environmental Science
Fisher Investments September 2012 - Present
Morgan Stanley Smith Barney January 2011 - September 2012
UBS Wealth Management April 2007 - January 2011
Smith Barney April 2005 - April 2007
Skills
Strategic Financial..., Retirement Plan..., Qualified Retirement..., Socially Responsible..., Philanthropy, Building Relationships, Financial Analysis, Risk Management, Investment Strategies, Fixed Income Strategies, Income Protection, Cash Flow Forecasting, Alternative Investments, Retirement Planning, Estate Planning, Financial Coaching, Budget Process, Proposal Writing, Online Research, Marketing Strategy, Business Development, 401k, 401k Rollovers, Financial Services, Event Planning, Asset Management
Education
Harvard University 2000 — 2004
BA, English and Environmental Science
The University of Montana 1997 — 1999
Piano Performance and Environmental Science
Isaac McKinley Isaac McKinley's Fisher Investments Experience June 2012 - Present
Job Investment Operations Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2012 - Present
University of Portland 2008 - November 2012
Frito-Lay Manufacturing May 2011 - December 2011
Sawtell August 2009 - September 2011
Regence August 2010 - December 2010
Todos Juntos May 2010 - August 2010
Lazy D Blueberry Farm June 2006 - August 2008
Country Christian School September 2005 - June 2008
Skills
Microsoft Excel, Microsoft Access
Education
University of Portland 2008 — 2012
Undergraduate, Operations Technology Management, Finance
Country Christian High School 2004-2008
Fisher Investments June 2012 - Present
University of Portland 2008 - November 2012
Frito-Lay Manufacturing May 2011 - December 2011
Sawtell August 2009 - September 2011
Regence August 2010 - December 2010
Todos Juntos May 2010 - August 2010
Lazy D Blueberry Farm June 2006 - August 2008
Country Christian School September 2005 - June 2008
Skills
Microsoft Excel, Microsoft Access
Education
University of Portland 2008 — 2012
Undergraduate, Operations Technology Management, Finance
Country Christian High School 2004-2008
Valerie Bolch Pimenta's Fisher Investments Experience January 2011 - Present
Job
Industry Financial Services
Experience
Fisher Investments January 2011 - Present
Fisher Investments January 2007 - December 2010
Fisher Investments February 2005 - December 2006
Fisher Investments June 2002 - January 2005
LPL Financial June 1999 - May 2002
Merrill Lynch June 1998 - May 1999
Education
University of San Diego 2000 — 2002
Master of Business Administration (M.B.A.)
Westmont College 1996 — 1998
Bachelor of Arts (B.A.), Economics and Business
Fisher Investments January 2011 - Present
Fisher Investments January 2007 - December 2010
Fisher Investments February 2005 - December 2006
Fisher Investments June 2002 - January 2005
LPL Financial June 1999 - May 2002
Merrill Lynch June 1998 - May 1999
Education
University of San Diego 2000 — 2002
Master of Business Administration (M.B.A.)
Westmont College 1996 — 1998
Bachelor of Arts (B.A.), Economics and Business
Colin Maloney's Fisher Investments Experience June 2015 - August 2015
Job Undergraduate Finance Student and MBA Teaching Assistant at University of Michigan Ross School of Business
Industry Financial Services
Experience
University of Michigan Ross School of Business August 2015 - Present
Delta Sigma Phi Fraternity - Alpha Theta Chapter September 2014 - Present
M.U.S.I.C. Matters June 2014 - Present
Fisher Investments June 2015 - August 2015
Independence Summer Camp May 2014 - August 2014
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (BBA)
Saint Ignatius High School 2009 — 2013
University of Michigan Ross School of Business August 2015 - Present
Delta Sigma Phi Fraternity - Alpha Theta Chapter September 2014 - Present
M.U.S.I.C. Matters June 2014 - Present
Fisher Investments June 2015 - August 2015
Independence Summer Camp May 2014 - August 2014
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (BBA)
Saint Ignatius High School 2009 — 2013
Casey Gilbert's Fisher Investments Experience August 2015 - Present
Job Client Services Program Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2015 - Present
Fisher Investments March 2014 - Present
Body Time June 2013 - March 2014
University of Portland May 2011 - May 2013
Audigy Group May 2012 - August 2012
University of Portland Athletic Department December 2010 - May 2012
University of Portland September 2010 - May 2011
Phillip C. Gilbert and Associates June 2006 - January 2010
Education
University of Portland 2009 — 2013
B.B.A, Double Degree: Entrepreneurial and Innovation Management & Marketing
Fisher Investments August 2015 - Present
Fisher Investments March 2014 - Present
Body Time June 2013 - March 2014
University of Portland May 2011 - May 2013
Audigy Group May 2012 - August 2012
University of Portland Athletic Department December 2010 - May 2012
University of Portland September 2010 - May 2011
Phillip C. Gilbert and Associates June 2006 - January 2010
Education
University of Portland 2009 — 2013
B.B.A, Double Degree: Entrepreneurial and Innovation Management & Marketing
Kate Wortman's Fisher Investments Experience June 2014 - Present
Job Accounts Receivable Associate at Fisher Investments
Industry Accounting
Experience
Fisher Investments June 2014 - Present
University of Portland May 2012 - May 2014
Alpha Kappa Psi October 2013 - April 2014
Multnomah County June 2013 - December 2013
Belltower Books LLC April 2011 - May 2013
Club K After School Zone October 2010 - July 2012
Skills
Management, Event Management, Customer Service, Marketing, Nonprofits, Financial Reporting, Analysis, Research, Training, Financial Analysis, Budgets
Education
University of Portland 2010 — 2014
Accounting, Spanish Language and Culture
Fisher Investments June 2014 - Present
University of Portland May 2012 - May 2014
Alpha Kappa Psi October 2013 - April 2014
Multnomah County June 2013 - December 2013
Belltower Books LLC April 2011 - May 2013
Club K After School Zone October 2010 - July 2012
Skills
Management, Event Management, Customer Service, Marketing, Nonprofits, Financial Reporting, Analysis, Research, Training, Financial Analysis, Budgets
Education
University of Portland 2010 — 2014
Accounting, Spanish Language and Culture
Rob Schutte Rob Schutte's Fisher Investments Experience May 2008 - May 2009
Job Senior Implementation Manager at NAVEX Global
Industry Computer Software
Experience
NAVEX Global September 2013 - Present
DeVry University May 2009 - September 2013
Fisher Investments May 2008 - May 2009
Enterprise Rent-A-Car January 2005 - May 2008
Persimmon Country Club June 2003 - January 2005
Skills
Sales Management, Management, CRM, Coaching, Customer Service, Sales Process, Leadership, Team Building, Event Planning, Strategy, Account Management, Training, Sales, Cold Calling
Education
Keller Graduate School of Management 2009 — 2012
MBA - Project Management
University of Oregon - Charles H. Lundquist College of Business 1999 — 2003
BS, Business Administration
NAVEX Global September 2013 - Present
DeVry University May 2009 - September 2013
Fisher Investments May 2008 - May 2009
Enterprise Rent-A-Car January 2005 - May 2008
Persimmon Country Club June 2003 - January 2005
Skills
Sales Management, Management, CRM, Coaching, Customer Service, Sales Process, Leadership, Team Building, Event Planning, Strategy, Account Management, Training, Sales, Cold Calling
Education
Keller Graduate School of Management 2009 — 2012
MBA - Project Management
University of Oregon - Charles H. Lundquist College of Business 1999 — 2003
BS, Business Administration
Sarah Schreiter Sarah Schreiter's Fisher Investments Experience May 2015 - Present
Job Portfolio Accounting Associate at Fisher Investments
Industry Investment Management
Experience
Fisher Investments May 2015 - Present
St. Mary's Blues Volleyball Club November 2014 - May 2015
Port of Portland May 2014 - May 2015
University of Portland, Office of Career Services September 2011 - May 2015
JPMorgan Chase May 2013 - May 2014
University of Portland, Office of Career Services September 2013 - September 2013
Fred Meyer March 2012 - May 2013
Skills
Customer Service, PowerPoint, Time Management, Sales, Public Speaking, Teamwork, Leadership, Outlook, Access, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Research, Facebook, Social Networking
Education
University of Portland 2011 — 2015
Cum Laude, Bachelor of Business Administration (BBA), Finance, General
Lincoln High School
Fisher Investments May 2015 - Present
St. Mary's Blues Volleyball Club November 2014 - May 2015
Port of Portland May 2014 - May 2015
University of Portland, Office of Career Services September 2011 - May 2015
JPMorgan Chase May 2013 - May 2014
University of Portland, Office of Career Services September 2013 - September 2013
Fred Meyer March 2012 - May 2013
Skills
Customer Service, PowerPoint, Time Management, Sales, Public Speaking, Teamwork, Leadership, Outlook, Access, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Research, Facebook, Social Networking
Education
University of Portland 2011 — 2015
Cum Laude, Bachelor of Business Administration (BBA), Finance, General
Lincoln High School
Alex Budihas's Fisher Investments Experience April 2015 - Present
Job Client Operations Group Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2015 - Present
Fisher Investments September 2013 - April 2015
Fisher Investments January 2013 - September 2013
Fisher Investments September 2012 - January 2013
Fisher Investments August 2011 - October 2012
Costco Wholesale June 2010 - September 2010
Continental Marketing July 2009 - September 2009
Astone June 2008 - August 2008
Cascade Ski School January 2004 - January 2008
School of the Arts September 2006 - June 2007
Skills
Finance, Investor Relations, Customer Relations, Financial Sales, Account Management, Customer Service, Marketing Communications, Management, Project Management, Human Capital, Interviews, Data Analysis, Cold Calling, Microsoft Excel
Education
University of Oregon 2008 — 2011
Bachelor of Science, Business; Economics
University of Puget Sound 2007 — 2008
BS, Business
Tacoma School of the Arts 2004 — 2007
High School Diploma, Studio Photography
Fisher Investments April 2015 - Present
Fisher Investments September 2013 - April 2015
Fisher Investments January 2013 - September 2013
Fisher Investments September 2012 - January 2013
Fisher Investments August 2011 - October 2012
Costco Wholesale June 2010 - September 2010
Continental Marketing July 2009 - September 2009
Astone June 2008 - August 2008
Cascade Ski School January 2004 - January 2008
School of the Arts September 2006 - June 2007
Skills
Finance, Investor Relations, Customer Relations, Financial Sales, Account Management, Customer Service, Marketing Communications, Management, Project Management, Human Capital, Interviews, Data Analysis, Cold Calling, Microsoft Excel
Education
University of Oregon 2008 — 2011
Bachelor of Science, Business; Economics
University of Puget Sound 2007 — 2008
BS, Business
Tacoma School of the Arts 2004 — 2007
High School Diploma, Studio Photography
Dan Gearhardt's Fisher Investments Experience October 2011 - May 2012
Job U.S. Department of State
Industry International Affairs
Experience
Fisher Investments October 2011 - May 2012
Fisher Investments September 2010 - October 2011
Skills
Series 65, Client Service, Asset Allocation, Wealth Management, Financial Services
Education
University of Oregon 2006 — 2010
Bachelor's Degree, Political Science, Chinese, Asian Studies, Religious Studies
Fisher Investments October 2011 - May 2012
Fisher Investments September 2010 - October 2011
Skills
Series 65, Client Service, Asset Allocation, Wealth Management, Financial Services
Education
University of Oregon 2006 — 2010
Bachelor's Degree, Political Science, Chinese, Asian Studies, Religious Studies
Jessica Martell Jessica Martell's Fisher Investments Experience June 2013 - July 2013
Job at
Industry Marketing and Advertising
Experience
U.S. Bank October 2013 - Present
Fisher Investments June 2013 - July 2013
KeyBank September 2012 - June 2013
KeyBank June 2011 - September 2012
KeyBank June 2010 - June 2011
Macy's December 2008 - January 2009
Forest Glen Kennels June 2007 - January 2008
Safeway June 2004 - January 2007
Skills
Marketing, Credit, Loans, Customer Service, Microsoft Excel
Education
Oregon State University 2012 — 2016
dietetics, Dietetics and Clinical Nutrition Services
University of Oregon 2006 — 2010
Bachelor of Science, Business Administration
University of Oregon - Charles H. Lundquist College of Business 2006 — 2010
Bachelor of Science (B.S.), Business Administration, Marketing
CIMBA Undergraduate (Study Abroad) 2009 — 2009
Marketing, International Business practices
U.S. Bank October 2013 - Present
Fisher Investments June 2013 - July 2013
KeyBank September 2012 - June 2013
KeyBank June 2011 - September 2012
KeyBank June 2010 - June 2011
Macy's December 2008 - January 2009
Forest Glen Kennels June 2007 - January 2008
Safeway June 2004 - January 2007
Skills
Marketing, Credit, Loans, Customer Service, Microsoft Excel
Education
Oregon State University 2012 — 2016
dietetics, Dietetics and Clinical Nutrition Services
University of Oregon 2006 — 2010
Bachelor of Science, Business Administration
University of Oregon - Charles H. Lundquist College of Business 2006 — 2010
Bachelor of Science (B.S.), Business Administration, Marketing
CIMBA Undergraduate (Study Abroad) 2009 — 2009
Marketing, International Business practices
Selden Frisbee Selden Frisbee's Fisher Investments Experience May 2002 - August 2002
Job Corporate Strategy Consultant, Entrepreneur
Industry Financial Services
Experience
Diversified Trust Company January 2014 - Present
Diversified Trust Company April 2012 - December 2013
Charles Schwab September 2009 - April 2012
Charles Schwab August 2006 - September 2009
Diversified Trust Company July 2005 - December 2005
Accenture August 2002 - June 2004
Fisher Investments May 2002 - August 2002
Merrill Lynch May 2000 - August 2000
Skills
Wealth Management, Financial Services, Business Strategy, Management Consulting, Corporate Development, Project Management, Investments, Financial Modeling, Asset Managment, Venture Development, Strategic Financial..., Valuation, Equities, Private Equity, Mergers & Acquisitions, Alternative Investments, Entrepreneurship, Asset Management, Management
Education
Vanderbilt University - Owen Graduate School of Management 2004 — 2006
MBA
University of Montana 1997 — 2001
B.S.
Diversified Trust Company January 2014 - Present
Diversified Trust Company April 2012 - December 2013
Charles Schwab September 2009 - April 2012
Charles Schwab August 2006 - September 2009
Diversified Trust Company July 2005 - December 2005
Accenture August 2002 - June 2004
Fisher Investments May 2002 - August 2002
Merrill Lynch May 2000 - August 2000
Skills
Wealth Management, Financial Services, Business Strategy, Management Consulting, Corporate Development, Project Management, Investments, Financial Modeling, Asset Managment, Venture Development, Strategic Financial..., Valuation, Equities, Private Equity, Mergers & Acquisitions, Alternative Investments, Entrepreneurship, Asset Management, Management
Education
Vanderbilt University - Owen Graduate School of Management 2004 — 2006
MBA
University of Montana 1997 — 2001
B.S.
Terry Cunningham Terry Cunningham's Fisher Investments Experience 2002 - 2003
Job Managing Director at Ariane Capital Partners, LLC
Industry Investment Management
Experience
Ariane Capital Partners, LLC April 2009 - Present
Torrey Associates, LLC January 2008 - March 2009
DWS Investments November 2003 - January 2008
Fisher Investments 2002 - 2003
Delaware Investments, Inc./Lincoln Financial Distributors, Inc. May 1997 - August 2001
Kemper Financial Services 1988 - 1997
Skills
Mutual Funds, Licensing, Investments, Series 6, Series 63, Alternative Investments, Hedge Funds, Separately Managed..., Series 7, Private Equity
Education
University of Richmond 1977 — 1981
BA, Spanish, History, Russian
Ariane Capital Partners, LLC April 2009 - Present
Torrey Associates, LLC January 2008 - March 2009
DWS Investments November 2003 - January 2008
Fisher Investments 2002 - 2003
Delaware Investments, Inc./Lincoln Financial Distributors, Inc. May 1997 - August 2001
Kemper Financial Services 1988 - 1997
Skills
Mutual Funds, Licensing, Investments, Series 6, Series 63, Alternative Investments, Hedge Funds, Separately Managed..., Series 7, Private Equity
Education
University of Richmond 1977 — 1981
BA, Spanish, History, Russian
Jordan Laird Jordan Laird's Fisher Investments Experience March 2010 - Present
Job Global Marketing Group Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments March 2010 - Present
Nationwide Insurance February 2008 - March 2010
Skills
Digital Marketing, Marketing Strategy, Social Media, Marketing, Email Marketing, Advertising, Strategic Planning, Direct Marketing, Market Research, Lead Generation, Online Advertising, Social Media Marketing, Competitive Analysis, Media Planning, Online Marketing, Digital Strategy, Facebook, Media Buying, PPC, SEM, Google Adwords, Google Analytics, Marketing Research, Digital Media, Social Networking, Advertising Sales, Marketing Communications, Account Management, B2B
Education
University of Oregon 2003 — 2007
Bachelor of Arts (B.A.), History
University of Oregon 2003 — 2007
Bachelor of Arts, History
Fisher Investments March 2010 - Present
Nationwide Insurance February 2008 - March 2010
Skills
Digital Marketing, Marketing Strategy, Social Media, Marketing, Email Marketing, Advertising, Strategic Planning, Direct Marketing, Market Research, Lead Generation, Online Advertising, Social Media Marketing, Competitive Analysis, Media Planning, Online Marketing, Digital Strategy, Facebook, Media Buying, PPC, SEM, Google Adwords, Google Analytics, Marketing Research, Digital Media, Social Networking, Advertising Sales, Marketing Communications, Account Management, B2B
Education
University of Oregon 2003 — 2007
Bachelor of Arts (B.A.), History
University of Oregon 2003 — 2007
Bachelor of Arts, History
Ehren Castle's Fisher Investments Experience July 2015 - Present
Job Portfolio Implementation Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments July 2015 - Present
Oregon Army National Guard June 2015 - Present
University of Oregon ROTC September 2013 - June 2015
Army National Guard March 2012 - September 2013
Express Employment Professionals June 2011 - August 2011
Skills
Public Speaking, Team Leadership, Leadership, Communication, Project Management, Microsoft Office, Teamwork, Military, Customer Service, Microsoft Word, PowerPoint, Social Networking, Event Planning, Microsoft Excel, Social Media, Marksmanship, Logistics Management, Data Analysis, Google Docs, Process Automation, Management, SQL, Financial Analysis
Education
University of Oregon 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Fisher Investments July 2015 - Present
Oregon Army National Guard June 2015 - Present
University of Oregon ROTC September 2013 - June 2015
Army National Guard March 2012 - September 2013
Express Employment Professionals June 2011 - August 2011
Skills
Public Speaking, Team Leadership, Leadership, Communication, Project Management, Microsoft Office, Teamwork, Military, Customer Service, Microsoft Word, PowerPoint, Social Networking, Event Planning, Microsoft Excel, Social Media, Marksmanship, Logistics Management, Data Analysis, Google Docs, Process Automation, Management, SQL, Financial Analysis
Education
University of Oregon 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Kyle McDonnell Kyle McDonnell's Fisher Investments Experience April 2015 - Present
Job Investor, Learner, and Friend
Industry Financial Services
Experience
Fisher Investments April 2015 - Present
Fisher Investments August 2013 - April 2015
University of Portland August 2011 - May 2013
University of Portland August 2011 - May 2013
Northwestern Mutual November 2011 - December 2012
Sammamish Rowing Association May 2011 - August 2011
University of Portland Student Activities 2010 - 2011
Skills
Financial Analysis, Microsoft Office, Customer Service, Public Speaking, Time Management, Microsoft Excel, Bloomberg Terminal, Discounted Cash Flow..., Teamwork, Derivatives Trading, Excel, Word, PowerPoint, DCF, Analysis, Sales, Microsoft Word, Community Outreach, Budgets
Education
University of Portland 2009 — 2013
Bachelor of Business Administration, Finance, 3.60 BUS GPA
Fisher Investments April 2015 - Present
Fisher Investments August 2013 - April 2015
University of Portland August 2011 - May 2013
University of Portland August 2011 - May 2013
Northwestern Mutual November 2011 - December 2012
Sammamish Rowing Association May 2011 - August 2011
University of Portland Student Activities 2010 - 2011
Skills
Financial Analysis, Microsoft Office, Customer Service, Public Speaking, Time Management, Microsoft Excel, Bloomberg Terminal, Discounted Cash Flow..., Teamwork, Derivatives Trading, Excel, Word, PowerPoint, DCF, Analysis, Sales, Microsoft Word, Community Outreach, Budgets
Education
University of Portland 2009 — 2013
Bachelor of Business Administration, Finance, 3.60 BUS GPA
Emily Preston Emily Preston's Fisher Investments Experience February 2014 - Present
Job Program Manager Sales Coordination at Fisher Investments
Industry Events Services
Experience
Fisher Investments February 2014 - Present
Fisher Investments March 2011 - Present
Mandarin Oriental San Francisco June 2010 - April 2011
Le Meridien San Francisco July 2008 - August 2010
Delray Beach Marriott November 2006 - July 2008
Wentworth by the Sea Hotel 2004 - 2006
Skills
Hospitality, Event Management, Hotels, Event Planning, Hospitality Management, Hotel Management, Corporate Events, Meeting Planning, Hospitality Industry, Account Management, Social Media, Food & Beverage, Catering, Revenue Analysis, PowerPoint, Microsoft Excel, Sales, Outlook, Sales Management, Restaurants, Front Office, Customer Service, Wedding Planning, Delphi, Budgets, Marketing, Microsoft Word, Contract Negotiation, Resorts, Registration, Banquets, Social Networking, Micros, Management, Microsoft Office, Incentives
Education
University of New Hampshire 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Fisher Investments February 2014 - Present
Fisher Investments March 2011 - Present
Mandarin Oriental San Francisco June 2010 - April 2011
Le Meridien San Francisco July 2008 - August 2010
Delray Beach Marriott November 2006 - July 2008
Wentworth by the Sea Hotel 2004 - 2006
Skills
Hospitality, Event Management, Hotels, Event Planning, Hospitality Management, Hotel Management, Corporate Events, Meeting Planning, Hospitality Industry, Account Management, Social Media, Food & Beverage, Catering, Revenue Analysis, PowerPoint, Microsoft Excel, Sales, Outlook, Sales Management, Restaurants, Front Office, Customer Service, Wedding Planning, Delphi, Budgets, Marketing, Microsoft Word, Contract Negotiation, Resorts, Registration, Banquets, Social Networking, Micros, Management, Microsoft Office, Incentives
Education
University of New Hampshire 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Kevin Stanko's Fisher Investments Experience 2014 - Present
Job Regional Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments 2014 - Present
Education
University of Pittsburgh 1991 — 1995
Bachelor's degree, Economics and Finance
University of Pittsburgh 1991 — 1995
Bachelor of Arts (BA), Economics
Fisher Investments 2014 - Present
Education
University of Pittsburgh 1991 — 1995
Bachelor's degree, Economics and Finance
University of Pittsburgh 1991 — 1995
Bachelor of Arts (BA), Economics
Kellan McDonald Kellan McDonald's Fisher Investments Experience September 2014 - Present
Job Investments and securities
Industry Financial Services
Experience
Fisher Investments September 2014 - Present
US Bancorp January 2014 - September 2014
Merrill Lynch August 2012 - January 2014
First Command Financial Services November 2011 - August 2012
Army National Guard November 2008 - July 2009
Army National Guard February 2007 - September 2008
Skills
Retirement Planning, Financial Planning, Investments, Insurance, Public Speaking, Asset Management, Portfolio Management, Wealth Management, Financial Analysis, Annuities, Long Term Care, Investment Advisory, Employee Benefits, Securities, Long-term Care, Retirement, Estate Planning
Education
The University of Montana 2009 — 2011
Masters, Public Administration
Fisher Investments September 2014 - Present
US Bancorp January 2014 - September 2014
Merrill Lynch August 2012 - January 2014
First Command Financial Services November 2011 - August 2012
Army National Guard November 2008 - July 2009
Army National Guard February 2007 - September 2008
Skills
Retirement Planning, Financial Planning, Investments, Insurance, Public Speaking, Asset Management, Portfolio Management, Wealth Management, Financial Analysis, Annuities, Long Term Care, Investment Advisory, Employee Benefits, Securities, Long-term Care, Retirement, Estate Planning
Education
The University of Montana 2009 — 2011
Masters, Public Administration
Owen McKannay Owen McKannay's Fisher Investments Experience September 1999 - January 2001
Job Professional Handyman
Industry Building Materials
Experience
OSM Handyman Services 2011 - Present
Employed 2011 - 2011
Combined Insurance/Colonial Life January 2009 - October 2010
WAMU Investments January 2006 - January 2009
CUNA Mutual May 2002 - December 2005
Northwestern Trust March 2001 - March 2002
Fisher Investments September 1999 - January 2001
AG Edwards April 1997 - September 1999
NWT Resources December 1990 - April 1997
Schaller Forest Products January 1976 - January 1990
Skills
Strategic Planning, Sales, Business Development, B2B, Contract Negotiation, Account Management, Team Building, Time Management, New Business Development, Management, Marketing, Salesforce.com, Customer Service, Sales Operations, CRM
Education
University of Portland 1970 — 1974
BA, Communications
OSM Handyman Services 2011 - Present
Employed 2011 - 2011
Combined Insurance/Colonial Life January 2009 - October 2010
WAMU Investments January 2006 - January 2009
CUNA Mutual May 2002 - December 2005
Northwestern Trust March 2001 - March 2002
Fisher Investments September 1999 - January 2001
AG Edwards April 1997 - September 1999
NWT Resources December 1990 - April 1997
Schaller Forest Products January 1976 - January 1990
Skills
Strategic Planning, Sales, Business Development, B2B, Contract Negotiation, Account Management, Team Building, Time Management, New Business Development, Management, Marketing, Salesforce.com, Customer Service, Sales Operations, CRM
Education
University of Portland 1970 — 1974
BA, Communications
Daniel Walters Daniel Walters's Fisher Investments Experience July 2012 - June 2014
Job Investment Control Associate at Capital Group
Industry Investment Management
Experience
Capital Group July 2014 - Present
Fisher Investments July 2012 - June 2014
Fisher Investments July 2011 - July 2012
Morgan Stanley Smith Barney June 2010 - September 2010
Holden Leadership Center 2008 - 2009
Skills
Finance, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office, Customer Service, Outlook, Leadership, Sales, Research, Onyx CRM, Financial Reporting, Financial Modeling, Financial Analysis, Strategic Financial..., Thompson One, Bloomberg Terminal
Education
University of Oregon 2007 — 2011
BA, Philosophy, Business
Universidad de Barcelona 2011 — 2011
Woodside High School 2004 — 2007
High School Diploma
Capital Group July 2014 - Present
Fisher Investments July 2012 - June 2014
Fisher Investments July 2011 - July 2012
Morgan Stanley Smith Barney June 2010 - September 2010
Holden Leadership Center 2008 - 2009
Skills
Finance, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office, Customer Service, Outlook, Leadership, Sales, Research, Onyx CRM, Financial Reporting, Financial Modeling, Financial Analysis, Strategic Financial..., Thompson One, Bloomberg Terminal
Education
University of Oregon 2007 — 2011
BA, Philosophy, Business
Universidad de Barcelona 2011 — 2011
Woodside High School 2004 — 2007
High School Diploma
Aurko Joshi Aurko Joshi's Fisher Investments Experience July 2014 - Present
Job Research Associate at Fisher Investments
Industry Investment Management
Experience
Fisher Investments July 2014 - Present
University of Michigan October 2010 - Present
Finys, Inc. June 2013 - August 2013
Finys, Inc. June 2012 - August 2012
Finys, Inc. June 2011 - August 2011
Skills
Microsoft Excel, Research, Data Analysis, Public Speaking, PowerPoint, Microsoft Office, Academic Writing, Editing, Creative Writing, Statistical Data..., SQL, Statistics, Spanish
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Philosophy & English, Graduate
Detroit Country Day School 2006 — 2010
International Baccalaureate Diploma
Roosevelt Magnet Program
Fisher Investments July 2014 - Present
University of Michigan October 2010 - Present
Finys, Inc. June 2013 - August 2013
Finys, Inc. June 2012 - August 2012
Finys, Inc. June 2011 - August 2011
Skills
Microsoft Excel, Research, Data Analysis, Public Speaking, PowerPoint, Microsoft Office, Academic Writing, Editing, Creative Writing, Statistical Data..., SQL, Statistics, Spanish
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Philosophy & English, Graduate
Detroit Country Day School 2006 — 2010
International Baccalaureate Diploma
Roosevelt Magnet Program
Christopher Nagle Christopher Nagle's Fisher Investments Experience August 2014 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2014 - Present
Fidelity Investments January 2014 - July 2014
Fidelity Investments June 2013 - January 2014
Fidelity Investments April 2012 - June 2013
Fidelity Investments August 2011 - April 2012
Self Employed March 2011 - July 2011
University of New Hampshire September 2007 - May 2011
Wells Fargo / RCIS June 2010 - August 2010
2005-2010 April 2005 - January 2010
Skills
Mutual Funds, Finance, Investments, Customer Service, Sales, Web Design, Time Management, Microsoft Excel, Access, Series 7, Wordpress, HTML, Mutual Fund Trading, Stocks, Stock Trading, Google Analytics, Databases, Trading, Series 63, Joomla, PHP, Options, Precious Metals, Certificates of Deposit, XHTML, Website Development, Series 9
Education
University of New Hampshire 2007 — 2011
Whittemore School, Business and Economics
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Bachelors, Business Administration, option in Information Systems Management, option in Finance
Fisher Investments August 2014 - Present
Fidelity Investments January 2014 - July 2014
Fidelity Investments June 2013 - January 2014
Fidelity Investments April 2012 - June 2013
Fidelity Investments August 2011 - April 2012
Self Employed March 2011 - July 2011
University of New Hampshire September 2007 - May 2011
Wells Fargo / RCIS June 2010 - August 2010
2005-2010 April 2005 - January 2010
Skills
Mutual Funds, Finance, Investments, Customer Service, Sales, Web Design, Time Management, Microsoft Excel, Access, Series 7, Wordpress, HTML, Mutual Fund Trading, Stocks, Stock Trading, Google Analytics, Databases, Trading, Series 63, Joomla, PHP, Options, Precious Metals, Certificates of Deposit, XHTML, Website Development, Series 9
Education
University of New Hampshire 2007 — 2011
Whittemore School, Business and Economics
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Bachelors, Business Administration, option in Information Systems Management, option in Finance
Greg Gianfortone Greg Gianfortone's Fisher Investments Experience January 2015 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
PNC June 2013 - December 2014
Principal Financial Group November 2011 - June 2013
Edward Jones June 2009 - November 2011
First Citizens Bank May 2008 - September 2008
Education
University of North Carolina at Wilmington 2005 — 2009
Business Administration, Finance
Fisher Investments January 2015 - Present
PNC June 2013 - December 2014
Principal Financial Group November 2011 - June 2013
Edward Jones June 2009 - November 2011
First Citizens Bank May 2008 - September 2008
Education
University of North Carolina at Wilmington 2005 — 2009
Business Administration, Finance
Jeremy McRoberts Jeremy McRoberts's Fisher Investments Experience June 2015 - Present
Job Annuity Counselor
Industry Financial Services
Experience
Fisher Investments June 2015 - Present
NYLIFE Securities LLC December 2012 - May 2015
New York Life Insurance Company December 2012 - May 2015
COUNTRY® Financial February 2009 - October 2011
Skills
Insurance, Retirement, Retirement Planning, Fixed Annuities, Disability Insurance, IRAs, Financial Services, Finance, Small Business, Long Term Care Insurance, Long-term Care, Life Insurance, Investments, Estate Planning, Wealth Accumulation, 401k Rollovers, Asset Protection, Annuity Sales, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Succession Planning, Wealth Preservation..., Time Management, Effective Communication, Legacies, Licensed in Long-Term..., Multi-Generational..., Multi-Generational..., Protection..., Thought Leadership, 401(k) Rollover
Education
University of Nevada-Reno
Fisher Investments June 2015 - Present
NYLIFE Securities LLC December 2012 - May 2015
New York Life Insurance Company December 2012 - May 2015
COUNTRY® Financial February 2009 - October 2011
Skills
Insurance, Retirement, Retirement Planning, Fixed Annuities, Disability Insurance, IRAs, Financial Services, Finance, Small Business, Long Term Care Insurance, Long-term Care, Life Insurance, Investments, Estate Planning, Wealth Accumulation, 401k Rollovers, Asset Protection, Annuity Sales, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Succession Planning, Wealth Preservation..., Time Management, Effective Communication, Legacies, Licensed in Long-Term..., Multi-Generational..., Multi-Generational..., Protection..., Thought Leadership, 401(k) Rollover
Education
University of Nevada-Reno
Terry Parsons, CFP, CLU, ChFC, CTFA, CWS Terry Parsons, CFP, CLU, ChFC, CTFA, CWS's Fisher Investments Experience 1998 - 2009
Job Vice President/ Client Development at RCB Bank Trust
Industry Financial Services
Experience
RCB Bank Trust 2013 - Present
Regions Private Wealth Management 2011 - 2013
FCM Investments 2009 - 2011
Fisher Investments 1998 - 2009
Mercantile Trust Company (now U.S. Bank) 1995 - 1998
AMCORE Trust Company (now Harris Bank) 1990 - 1995
First Bank (now U.S. Bank) 1989 - 1990
MTRUST Corp (now JP Morgan Chase Bank) 1984 - 1989
First City National Bank (defunct) 1980 - 1984
Skills
Asset Managment, Financial Advisory, Wealth Management..., Private Banking, Investment Management, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Investment Strategies, Series 7, Investment Advisory, Securities, Fixed Income, Investments, Equities, Portfolio Management, Bonds, Financial Markets
Education
University of Oklahoma
M.A., Communications
University of Tennessee-Knoxville
B.S., Communications
RCB Bank Trust 2013 - Present
Regions Private Wealth Management 2011 - 2013
FCM Investments 2009 - 2011
Fisher Investments 1998 - 2009
Mercantile Trust Company (now U.S. Bank) 1995 - 1998
AMCORE Trust Company (now Harris Bank) 1990 - 1995
First Bank (now U.S. Bank) 1989 - 1990
MTRUST Corp (now JP Morgan Chase Bank) 1984 - 1989
First City National Bank (defunct) 1980 - 1984
Skills
Asset Managment, Financial Advisory, Wealth Management..., Private Banking, Investment Management, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Investment Strategies, Series 7, Investment Advisory, Securities, Fixed Income, Investments, Equities, Portfolio Management, Bonds, Financial Markets
Education
University of Oklahoma
M.A., Communications
University of Tennessee-Knoxville
B.S., Communications
Emily Rizzo's Fisher Investments Experience November 2014 - Present
Job Corporate Training Team Leader at Fisher Investments
Industry Financial Services
Experience
Fisher Investments November 2014 - Present
Fisher Investments September 2014 - Present
Fisher Investments May 2014 - November 2014
Fisher Investments July 2013 - May 2014
Fisher Investments November 2011 - July 2013
Nordstrom June 2011 - November 2011
Ruth's Chris Steak House May 2008 - November 2011
Microsoft September 2010 - May 2011
Skills
Facebook, Microsoft Excel, Microsoft Word, Leadership, Marketing, Social Media, Result Oriented, Time Management, Customer Service, Event Planning, Social Networking, Event Management, Research, Public Relations, Able To Multi-task, Team Motivator, Results Focused
Education
University of Portland 2007 — 2011
B.B.A., Double Major: Marketing and Management and Global Business, Finance Emphasis
Fisher Investments November 2014 - Present
Fisher Investments September 2014 - Present
Fisher Investments May 2014 - November 2014
Fisher Investments July 2013 - May 2014
Fisher Investments November 2011 - July 2013
Nordstrom June 2011 - November 2011
Ruth's Chris Steak House May 2008 - November 2011
Microsoft September 2010 - May 2011
Skills
Facebook, Microsoft Excel, Microsoft Word, Leadership, Marketing, Social Media, Result Oriented, Time Management, Customer Service, Event Planning, Social Networking, Event Management, Research, Public Relations, Able To Multi-task, Team Motivator, Results Focused
Education
University of Portland 2007 — 2011
B.B.A., Double Major: Marketing and Management and Global Business, Finance Emphasis
Jay Ravani Jay Ravani's Fisher Investments Experience August 2011 - November 2012
Job Director, Client Success at Instaply, Inc.
Industry Information Technology and Services
Experience
Instaply, Inc. September 2015 - Present
Cisco February 2015 - September 2015
Cisco Cloud Networking Group November 2012 - February 2015
Fisher Investments August 2011 - November 2012
Fisher Investments February 2010 - August 2011
Fisher Investments July 2007 - February 2010
Merrill Lynch May 2006 - February 2007
Citigroup May 2005 - August 2005
Skills
Financial Analysis, Sales, Salesforce.com, Asset Management, Direct Sales, Sales Management, Financial Modeling, Equities, Data Analysis, Bloomberg, Fixed Income, Client Relations, Client Relationships..., Project Management, Research, Portfolio Performance..., Team Leadership, Cloud Computing, Strategy, Business Development, New Business Development, Investments, Portfolio Management, Start-ups, Marketing
Education
University of Michigan 2003 — 2007
BA, Economics
University of Michigan 2003 — 2007
Instaply, Inc. September 2015 - Present
Cisco February 2015 - September 2015
Cisco Cloud Networking Group November 2012 - February 2015
Fisher Investments August 2011 - November 2012
Fisher Investments February 2010 - August 2011
Fisher Investments July 2007 - February 2010
Merrill Lynch May 2006 - February 2007
Citigroup May 2005 - August 2005
Skills
Financial Analysis, Sales, Salesforce.com, Asset Management, Direct Sales, Sales Management, Financial Modeling, Equities, Data Analysis, Bloomberg, Fixed Income, Client Relations, Client Relationships..., Project Management, Research, Portfolio Performance..., Team Leadership, Cloud Computing, Strategy, Business Development, New Business Development, Investments, Portfolio Management, Start-ups, Marketing
Education
University of Michigan 2003 — 2007
BA, Economics
University of Michigan 2003 — 2007
Andrew Robb's Fisher Investments Experience July 2012 - May 2013
Job Real Esate Assistant
Industry Real Estate
Experience
PureLife Dental September 2013 - August 2015
Fisher Investments July 2012 - May 2013
New Horizons Computer Learning Centers December 2011 - July 2012
Skills
Strong Customer..., Sales, Social Media, Account Management, Salesforce.com, Sales Process, Facebook, Microsoft Office, Marketing, Leadership, Microsoft Excel, Team Building, Strategic Planning, Customer Service, Social Networking, Sales Management, Management, Microsoft Powerpoint, Microsoft Word, Social Media Marketing
Education
University of Oregon 2005 — 2010
Bachelor of Science, Economics
North Eugene High School 2001 — 2005
Bachelor of Science (BS)
PureLife Dental September 2013 - August 2015
Fisher Investments July 2012 - May 2013
New Horizons Computer Learning Centers December 2011 - July 2012
Skills
Strong Customer..., Sales, Social Media, Account Management, Salesforce.com, Sales Process, Facebook, Microsoft Office, Marketing, Leadership, Microsoft Excel, Team Building, Strategic Planning, Customer Service, Social Networking, Sales Management, Management, Microsoft Powerpoint, Microsoft Word, Social Media Marketing
Education
University of Oregon 2005 — 2010
Bachelor of Science, Economics
North Eugene High School 2001 — 2005
Bachelor of Science (BS)
Meghan Bell's Fisher Investments Experience March 2014 - Present
Job Global Custody Management Program Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments March 2014 - Present
Fisher Investments September 2013 - March 2014
Fisher Investments October 2012 - September 2013
Fisher Investments July 2011 - October 2012
The Walking Company September 2010 - July 2011
Divisi (University of Oregon's Premiere Women's A Cappella Group) June 2006 - March 2009
Skills
Operations Management, Financial Services, Project Coordination, Recruiting, Innovation, Team Building, Operational Excellence, Business Strategy, Relationship Management, Vendor Management, Management, Leadership, Microsoft Office
Education
University of Oregon 2006 — 2010
Bachelor of Arts, English
Sunset High School 2002 — 2006
Fisher Investments March 2014 - Present
Fisher Investments September 2013 - March 2014
Fisher Investments October 2012 - September 2013
Fisher Investments July 2011 - October 2012
The Walking Company September 2010 - July 2011
Divisi (University of Oregon's Premiere Women's A Cappella Group) June 2006 - March 2009
Skills
Operations Management, Financial Services, Project Coordination, Recruiting, Innovation, Team Building, Operational Excellence, Business Strategy, Relationship Management, Vendor Management, Management, Leadership, Microsoft Office
Education
University of Oregon 2006 — 2010
Bachelor of Arts, English
Sunset High School 2002 — 2006
Jasmine Villanova Jasmine Villanova's Fisher Investments Experience September 2008 - 2008
Job Senior Accountant at Penumbra Inc
Industry Financial Services
Experience
Penumbra Inc April 2015 - Present
Thismoment September 2014 - April 2015
LiveRail January 2014 - August 2014
LiveRail August 2012 - December 2013
Gilead Sciences June 2011 - September 2012
Genentech May 2010 - May 2011
Fisher Investments September 2008 - 2008
ALDI, Inc. May 2007 - August 2007
Skills
Budgets
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration, Finance
Penumbra Inc April 2015 - Present
Thismoment September 2014 - April 2015
LiveRail January 2014 - August 2014
LiveRail August 2012 - December 2013
Gilead Sciences June 2011 - September 2012
Genentech May 2010 - May 2011
Fisher Investments September 2008 - 2008
ALDI, Inc. May 2007 - August 2007
Skills
Budgets
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration, Finance
Aaron Rouza Aaron Rouza's Fisher Investments Experience June 2013 - August 2013
Job Sales Development Representative at Instart Logic
Industry Computer Software
Experience
Instart Logic July 2015 - Present
Gallo Sales Company August 2014 - July 2015
Summer Academy for Inspiring Learning March 2012 - June 2014
Sigma Chi Fraternity, Beta Iota February 2013 - March 2014
Fisher Investments June 2013 - August 2013
foursquare October 2012 - June 2013
Sigma Chi Fraternity, Beta Iota April 2012 - March 2013
Skills
Social Media Marketing, Leadership, Social Networking, Social Media, Facebook, Research, Public Speaking, Entrepreneurship, Event Planning, Customer Service, Marketing, Sales, Teamwork, Time Management
Education
University of Oregon 2010 — 2014
Bachelor of Arts (B.A.), Economics
Instart Logic July 2015 - Present
Gallo Sales Company August 2014 - July 2015
Summer Academy for Inspiring Learning March 2012 - June 2014
Sigma Chi Fraternity, Beta Iota February 2013 - March 2014
Fisher Investments June 2013 - August 2013
foursquare October 2012 - June 2013
Sigma Chi Fraternity, Beta Iota April 2012 - March 2013
Skills
Social Media Marketing, Leadership, Social Networking, Social Media, Facebook, Research, Public Speaking, Entrepreneurship, Event Planning, Customer Service, Marketing, Sales, Teamwork, Time Management
Education
University of Oregon 2010 — 2014
Bachelor of Arts (B.A.), Economics
Jeffrey Bantam Jeffrey Bantam's Fisher Investments Experience May 2014 - August 2014
Job Investment Banking Analyst at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. June 2015 - Present
Fisher Investments May 2014 - August 2014
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas May 2013 - August 2013
University of Nebraska-Lincoln June 2012 - May 2013
Nebraska Leadership Seminar, Inc. June 2010 - June 2012
Nelsen's Landing April 2011 - August 2011
Verizon Wireless May 2009 - August 2011
Thayer Central High School May 2007 - August 2008
Skills
Team Leadership, Teamwork, VBA, Microsoft Excel, Leadership, Actuarial Science, SQL, Financial Accounting, Data Analysis, Analytical Skills, Investment Banking, Stock Valuation, Highly Analytical, Hard Worker
Education
University of Nebraska-Lincoln 2011 — 2015
Bachelor of Business Administration (BBA), Finance - CFA Investments
Alma High School 2010 — 2011
Thayer Central High School 2007 — 2010
Stephens Inc. June 2015 - Present
Fisher Investments May 2014 - August 2014
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas May 2013 - August 2013
University of Nebraska-Lincoln June 2012 - May 2013
Nebraska Leadership Seminar, Inc. June 2010 - June 2012
Nelsen's Landing April 2011 - August 2011
Verizon Wireless May 2009 - August 2011
Thayer Central High School May 2007 - August 2008
Skills
Team Leadership, Teamwork, VBA, Microsoft Excel, Leadership, Actuarial Science, SQL, Financial Accounting, Data Analysis, Analytical Skills, Investment Banking, Stock Valuation, Highly Analytical, Hard Worker
Education
University of Nebraska-Lincoln 2011 — 2015
Bachelor of Business Administration (BBA), Finance - CFA Investments
Alma High School 2010 — 2011
Thayer Central High School 2007 — 2010
Kevin Shepherd's Fisher Investments Experience July 2012 - Present
Job Senior Account Executive at Fisher Investments PCG
Industry Financial Services
Experience
Fisher Investments July 2012 - Present
Skills
Cold Calling, Sales, Investments, New Business Development, Sales Management, Wealth Management, Leadership
Education
University of Oregon 2008 — 2012
Bachelor of Arts (BA), Sociolology, Business
Fisher Investments July 2012 - Present
Skills
Cold Calling, Sales, Investments, New Business Development, Sales Management, Wealth Management, Leadership
Education
University of Oregon 2008 — 2012
Bachelor of Arts (BA), Sociolology, Business
Lauren Hoelle Lauren Hoelle's Fisher Investments Experience July 2015 - Present
Job Account Executive at Fisher Investments
Industry Media Production
Experience
Fisher Investments July 2015 - Present
Independent Copy Editor March 2012 - Present
AmeriCorps VISTA September 2013 - May 2014
Votive Magazine January 2012 - November 2012
Filmworks Inc. 2011 - 2011
Flux Magazine April 2010 - June 2010
Safe Ride 2008 - 2010
Skills
Copy Editing, Storytelling, Social Media, Web Content Management, Interviewing Skills, Nonprofits, Blogging, Event Producing, Video Production, Grant Writing, Public Relations, Writing
Education
University of Oregon 2006 — 2010
Bachelor of Arts, Journalism and Communication: Electronic Media
Fisher Investments July 2015 - Present
Independent Copy Editor March 2012 - Present
AmeriCorps VISTA September 2013 - May 2014
Votive Magazine January 2012 - November 2012
Filmworks Inc. 2011 - 2011
Flux Magazine April 2010 - June 2010
Safe Ride 2008 - 2010
Skills
Copy Editing, Storytelling, Social Media, Web Content Management, Interviewing Skills, Nonprofits, Blogging, Event Producing, Video Production, Grant Writing, Public Relations, Writing
Education
University of Oregon 2006 — 2010
Bachelor of Arts, Journalism and Communication: Electronic Media
Ana Burchard's Fisher Investments Experience March 2014 - Present
Job Investment Associate
Industry Financial Services
Experience
Fisher Investments March 2014 - Present
Williams-Sonoma, Inc. March 2013 - March 2014
Early Childhood Cares January 2011 - December 2012
Skills
Teaching, Customer Service, Dance, Microsoft Word, Tutoring, PowerPoint, Microsoft Office, Curriculum Development, Public Speaking, Teamwork
Education
University of Oregon 2008 — 2012
Bachelor of Arts (B.A.), Human Development and Family Studies, General, Graduated
Fisher Investments March 2014 - Present
Williams-Sonoma, Inc. March 2013 - March 2014
Early Childhood Cares January 2011 - December 2012
Skills
Teaching, Customer Service, Dance, Microsoft Word, Tutoring, PowerPoint, Microsoft Office, Curriculum Development, Public Speaking, Teamwork
Education
University of Oregon 2008 — 2012
Bachelor of Arts (B.A.), Human Development and Family Studies, General, Graduated
Tosh Aguilar's Fisher Investments Experience February 2015 - April 2015
Job Leasing and Sales Consultant at Dick Hannah VW of Portland
Industry Consumer Goods
Experience
Dick Hannah VW of Portland July 2015 - Present
Fisher Investments February 2015 - April 2015
Verizon Wireless July 2014 - January 2015
AT&T January 2014 - June 2014
Jerry's Home Improvement Center March 2012 - June 2013
University of Oregon September 2009 - June 2013
Dell March 2012 - November 2012
TCBY September 2010 - March 2012
Skills
International Business, Friendly Personality, Negotiation, Customer Service, Public Speaking, Microsoft Office, PowerPoint, English, Windows, Strategic Planning, Spanish-speaking, Management, Sales, Spanish, Leadership
Education
University of Oregon 2009 — 2013
Bachelor of Arts (BA), International Business and Spanish
Dick Hannah VW of Portland July 2015 - Present
Fisher Investments February 2015 - April 2015
Verizon Wireless July 2014 - January 2015
AT&T January 2014 - June 2014
Jerry's Home Improvement Center March 2012 - June 2013
University of Oregon September 2009 - June 2013
Dell March 2012 - November 2012
TCBY September 2010 - March 2012
Skills
International Business, Friendly Personality, Negotiation, Customer Service, Public Speaking, Microsoft Office, PowerPoint, English, Windows, Strategic Planning, Spanish-speaking, Management, Sales, Spanish, Leadership
Education
University of Oregon 2009 — 2013
Bachelor of Arts (BA), International Business and Spanish
Kendall Sones Kendall Sones's Fisher Investments Experience August 2014 - April 2015
Job Digital Marketing Coordinator at Glassdoor
Industry Marketing and Advertising
Experience
Glassdoor April 2015 - Present
Fisher Investments August 2014 - April 2015
Intuit May 2013 - June 2014
Nice Advertising February 2013 - May 2013
Mobius Marketing Consulting Group August 2006 - September 2012
Skills
Social Media, Marketing, Advertising, Marketing Strategy, Online Advertising, PowerPoint, Event Planning, Public Speaking, Community Outreach, Microsoft Excel, Facebook, Social Networking, Outlook, Microsoft Office, Spanish, Microsoft Word, Social Media Marketing, Customer Service, Research, Public Relations, Event Management, Fundraising, Blogging, Time Management
Education
University of San Diego 2008 — 2012
Bachelor's degree, Sociology and Anthropology, Graduated with Honors
Marin Catholic High School 2004 — 2008
Glassdoor April 2015 - Present
Fisher Investments August 2014 - April 2015
Intuit May 2013 - June 2014
Nice Advertising February 2013 - May 2013
Mobius Marketing Consulting Group August 2006 - September 2012
Skills
Social Media, Marketing, Advertising, Marketing Strategy, Online Advertising, PowerPoint, Event Planning, Public Speaking, Community Outreach, Microsoft Excel, Facebook, Social Networking, Outlook, Microsoft Office, Spanish, Microsoft Word, Social Media Marketing, Customer Service, Research, Public Relations, Event Management, Fundraising, Blogging, Time Management
Education
University of San Diego 2008 — 2012
Bachelor's degree, Sociology and Anthropology, Graduated with Honors
Marin Catholic High School 2004 — 2008
Brendan Garlinghouse's Fisher Investments Experience February 2013 - Present
Job Client Account Coordinator Group Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments February 2013 - Present
Fisher Investments September 2011 - Present
Fred Meyer June 2010 - September 2010
Babcock & Jenkins November 2009 - April 2010
Deloitte Alternative Spring Break March 2010 - March 2010
Skills
Leadership, Microsoft Excel, Microsoft Office, Customer Service, Social Networking, Social Media Marketing, Social Media, Access, Marketing, Business Strategy, Time Management, Microsoft Word, Finance, Sales, Financial Analysis, Real Estate, Management, Investments, PowerPoint
Education
University of Portland 2008 — 2011
BBA, Accounting and Finance
Fisher Investments February 2013 - Present
Fisher Investments September 2011 - Present
Fred Meyer June 2010 - September 2010
Babcock & Jenkins November 2009 - April 2010
Deloitte Alternative Spring Break March 2010 - March 2010
Skills
Leadership, Microsoft Excel, Microsoft Office, Customer Service, Social Networking, Social Media Marketing, Social Media, Access, Marketing, Business Strategy, Time Management, Microsoft Word, Finance, Sales, Financial Analysis, Real Estate, Management, Investments, PowerPoint
Education
University of Portland 2008 — 2011
BBA, Accounting and Finance
Joshua Gore Joshua Gore's Fisher Investments Experience June 2015 - Present
Job 401k Solutions Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2015 - Present
University of Portland September 2011 - May 2015
US Navy January 2007 - January 2011
Skills
Public Speaking, Finance, Medical Terminology, Child Welfare, Non-profit...
Education
University of Portland 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance. Minor in Chemistry.
Fisher Investments June 2015 - Present
University of Portland September 2011 - May 2015
US Navy January 2007 - January 2011
Skills
Public Speaking, Finance, Medical Terminology, Child Welfare, Non-profit...
Education
University of Portland 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance. Minor in Chemistry.
Meme Ranken's Fisher Investments Experience May 2014 - June 2015
Job Master of Arts in Teaching: Elementary Education
Industry Education Management
Experience
Fisher Investments May 2014 - June 2015
University of Portland August 2012 - May 2014
Bohemian Asset Management May 2013 - November 2013
Nike March 2012 - November 2013
Keller Williams Real Estate February 2013 - May 2013
ASUP March 2012 - December 2012
University of Portland August 2011 - May 2012
Skills
Social Media, PowerPoint, Marketing, Event Planning, Microsoft Office, WordPress, Entrepreneurship, Microsoft Excel, Access, SEO, Financial Analysis, Microsoft Word, Digital Marketing, Keyword Research, Emotional Intelligence, Harmony, Individualization, Discipline, Positivity, Responsibility, Visio, Vocus
Education
University of Portland 2015 — 2016
Master of Arts (MA), Early Childhood Education and Elementary Education
University of Portland 2010 — 2014
Bachelor of Arts, Marketing and Finance
Fisher Investments May 2014 - June 2015
University of Portland August 2012 - May 2014
Bohemian Asset Management May 2013 - November 2013
Nike March 2012 - November 2013
Keller Williams Real Estate February 2013 - May 2013
ASUP March 2012 - December 2012
University of Portland August 2011 - May 2012
Skills
Social Media, PowerPoint, Marketing, Event Planning, Microsoft Office, WordPress, Entrepreneurship, Microsoft Excel, Access, SEO, Financial Analysis, Microsoft Word, Digital Marketing, Keyword Research, Emotional Intelligence, Harmony, Individualization, Discipline, Positivity, Responsibility, Visio, Vocus
Education
University of Portland 2015 — 2016
Master of Arts (MA), Early Childhood Education and Elementary Education
University of Portland 2010 — 2014
Bachelor of Arts, Marketing and Finance
Jim Patricelli's Fisher Investments Experience April 1991 - October 1992
Job Managing Partner at Lakeview Capital Advisors
Industry Investment Management
Experience
Lakeview Capital Advisors 2013 - Present
Lombard Odier Asset Mgmt October 2007 - October 2011
Pequot Capital September 2001 - September 2007
Deutsche Bank Securities September 1999 - August 2001
Wessels Arnold & Henderson December 1996 - August 1999
Adams Harkness & Hill January 1996 - November 1996
Volpe Welty & Company October 1992 - December 1995
Fisher Investments April 1991 - October 1992
Wilshire Associates October 1990 - April 1991
Skills
Hedge Funds, Portfolio Management, Investments, Asset Management, Buy-side, Asset Managment, Sell Side, Equities, Corporate Development, Equity Research, Valuation, Capital Markets, Alternative Investments, Bloomberg, Equity Valuation, Private Equity, Investment Management, Investment Banking, Emerging Markets, Fixed Income, Asset Allocation, Trading, Equity Trading, Options, Investment Strategies, Securities, Mutual Funds, Investor Relations, Equity Derivatives, Venture Capital, Bonds, Derivatives, Financial Markets, Structured Products, Investment Advisory
Education
University of Oregon - Charles H. Lundquist College of Business 1986 — 1990
BS, Finance & Marketing
Lakeview Capital Advisors 2013 - Present
Lombard Odier Asset Mgmt October 2007 - October 2011
Pequot Capital September 2001 - September 2007
Deutsche Bank Securities September 1999 - August 2001
Wessels Arnold & Henderson December 1996 - August 1999
Adams Harkness & Hill January 1996 - November 1996
Volpe Welty & Company October 1992 - December 1995
Fisher Investments April 1991 - October 1992
Wilshire Associates October 1990 - April 1991
Skills
Hedge Funds, Portfolio Management, Investments, Asset Management, Buy-side, Asset Managment, Sell Side, Equities, Corporate Development, Equity Research, Valuation, Capital Markets, Alternative Investments, Bloomberg, Equity Valuation, Private Equity, Investment Management, Investment Banking, Emerging Markets, Fixed Income, Asset Allocation, Trading, Equity Trading, Options, Investment Strategies, Securities, Mutual Funds, Investor Relations, Equity Derivatives, Venture Capital, Bonds, Derivatives, Financial Markets, Structured Products, Investment Advisory
Education
University of Oregon - Charles H. Lundquist College of Business 1986 — 1990
BS, Finance & Marketing
Paul Grumet Paul Grumet's Fisher Investments Experience July 2012 - Present
Job Regional Sales Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments July 2012 - Present
Fisher Investments July 2010 - July 2012
Fisher Investments August 2007 - July 2010
Fisher Investments May 2006 - August 2007
Fisher Investments March 2004 - May 2006
Skills
Sales, Sales Management, Sales Motivation, Sales Process, Sales Presentations, Sales Operations, Direct Sales, Project Management, Management, Relationship Management, Long Term Relationship..., Customer Service
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (BA), Political Science and Spanish
Fisher Investments July 2012 - Present
Fisher Investments July 2010 - July 2012
Fisher Investments August 2007 - July 2010
Fisher Investments May 2006 - August 2007
Fisher Investments March 2004 - May 2006
Skills
Sales, Sales Management, Sales Motivation, Sales Process, Sales Presentations, Sales Operations, Direct Sales, Project Management, Management, Relationship Management, Long Term Relationship..., Customer Service
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (BA), Political Science and Spanish
Brandi Siem Brandi Siem's Fisher Investments Experience June 2014 - Present
Job Regional Sales Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2014 - Present
OU Athletic Department, Sooner Club September 2013 - May 2014
OU Fitness and Recreation June 2012 - May 2014
Camp Ronald McDonald at Eagle Lake June 2013 - August 2013
OU Housing and Food Services August 2009 - May 2012
Skills
Social Media Marketing, Project Planning, Special Education, Training, Promotions, Event Planning, Higher Education, Project Coordination, Events Coordination, Fitness Instruction, Fitness Consultation, Leadership, Marketing Management, Business Correspondence, Staff Development, Public Relations, Written & Oral..., Leadership Development, Public Speaking, Conflict Resolution, Branding & Identity, Hospitality
Education
University of Oklahoma 2012 — 2014
Master of Arts (MA), Human Relations, 4.0
University of Oklahoma 2008 — 2012
Bachelor of Arts (BA), Communication, General
Fisher Investments June 2014 - Present
OU Athletic Department, Sooner Club September 2013 - May 2014
OU Fitness and Recreation June 2012 - May 2014
Camp Ronald McDonald at Eagle Lake June 2013 - August 2013
OU Housing and Food Services August 2009 - May 2012
Skills
Social Media Marketing, Project Planning, Special Education, Training, Promotions, Event Planning, Higher Education, Project Coordination, Events Coordination, Fitness Instruction, Fitness Consultation, Leadership, Marketing Management, Business Correspondence, Staff Development, Public Relations, Written & Oral..., Leadership Development, Public Speaking, Conflict Resolution, Branding & Identity, Hospitality
Education
University of Oklahoma 2012 — 2014
Master of Arts (MA), Human Relations, 4.0
University of Oklahoma 2008 — 2012
Bachelor of Arts (BA), Communication, General
Luke Polidore Luke Polidore's Fisher Investments Experience August 2015 - Present
Job Client Service Associate U.K. Group
Industry Financial Services
Experience
Fisher Investments August 2015 - Present
Lundquist College of Business September 2013 - June 2015
Pi Kappa Phi Fraternity - Alpha Omega November 2013 - December 2014
C&C Ripoll Masonry Inc. August 2014 - September 2014
The Buckle May 2013 - September 2013
Skills
Communication Skills, Organizational..., Event Planning, Public Speaking, Microsoft Excel, Social Media, PowerPoint, Leadership, Microsoft Office, Microsoft Word, Team Leadership, Research, Marketing, Budgets, Account Management, Sales
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Consumer Behavior, Senior
Fisher Investments August 2015 - Present
Lundquist College of Business September 2013 - June 2015
Pi Kappa Phi Fraternity - Alpha Omega November 2013 - December 2014
C&C Ripoll Masonry Inc. August 2014 - September 2014
The Buckle May 2013 - September 2013
Skills
Communication Skills, Organizational..., Event Planning, Public Speaking, Microsoft Excel, Social Media, PowerPoint, Leadership, Microsoft Office, Microsoft Word, Team Leadership, Research, Marketing, Budgets, Account Management, Sales
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Consumer Behavior, Senior
Derek Jaekle's Fisher Investments Experience September 2006 - June 2009
Job Helping IT Professionals Understand the Benefits of the Software Defined Data Center
Industry Information Technology and Services
Experience
VMware January 2014 - Present
VMware May 2012 - January 2014
Remedy Intelligent Staffing January 2012 - May 2012
Whitaker Medical March 2011 - December 2011
Validant June 2009 - January 2011
Fisher Investments September 2006 - June 2009
Silver Legacy Hotel & Casino June 2005 - August 2006
Arlington Clinical Pharmaceuticals March 2003 - July 2003
Skills
Sales, Recruiting, Microsoft Office, Cold Calling, Customer Service, Clinical Operations, Research, Leadership, Marketing, Microsoft Excel, Account Management, PowerPoint, Team Building, Microsoft Word, Training, Team Leadership, Applicant Tracking..., Negotiation, Social Media, VTSP, Analysis, Cloud Computing, CRM, Event Management, Sales Operations, Talent Acquisition, Networking, Management, Business Development, Sales Management, Talent Management, Interviews, Virtualization, Salesforce.com, New Business Development, Sales Process, Consulting, Direct Sales, Whiteboarding
Education
University of Nevada-Reno 2000 — 2006
Bachelor's Degree, Biology
VMware January 2014 - Present
VMware May 2012 - January 2014
Remedy Intelligent Staffing January 2012 - May 2012
Whitaker Medical March 2011 - December 2011
Validant June 2009 - January 2011
Fisher Investments September 2006 - June 2009
Silver Legacy Hotel & Casino June 2005 - August 2006
Arlington Clinical Pharmaceuticals March 2003 - July 2003
Skills
Sales, Recruiting, Microsoft Office, Cold Calling, Customer Service, Clinical Operations, Research, Leadership, Marketing, Microsoft Excel, Account Management, PowerPoint, Team Building, Microsoft Word, Training, Team Leadership, Applicant Tracking..., Negotiation, Social Media, VTSP, Analysis, Cloud Computing, CRM, Event Management, Sales Operations, Talent Acquisition, Networking, Management, Business Development, Sales Management, Talent Management, Interviews, Virtualization, Salesforce.com, New Business Development, Sales Process, Consulting, Direct Sales, Whiteboarding
Education
University of Nevada-Reno 2000 — 2006
Bachelor's Degree, Biology
Wyatt Swartz Wyatt Swartz's Fisher Investments Experience October 2014 - April 2015
Job Investment Adviser at W. Swartz & Co.
Industry Financial Services
Experience
W. Swartz & Co., LLC May 2015 - Present
Fisher Investments October 2014 - April 2015
Renaissance Financial September 2011 - June 2014
Merrill Lynch June 2010 - August 2010
Skills
Strategy, Finance, Management, Small Business, Series 7, Financial Analysis, Retirement Planning, Banking, Investments, Portfolio Management, FINRA
Education
University of Missouri-Columbia
Bachelor of Science (BS), Business Administration
University of Missouri-Columbia
Bachelor of Arts (BA), History
W. Swartz & Co., LLC May 2015 - Present
Fisher Investments October 2014 - April 2015
Renaissance Financial September 2011 - June 2014
Merrill Lynch June 2010 - August 2010
Skills
Strategy, Finance, Management, Small Business, Series 7, Financial Analysis, Retirement Planning, Banking, Investments, Portfolio Management, FINRA
Education
University of Missouri-Columbia
Bachelor of Science (BS), Business Administration
University of Missouri-Columbia
Bachelor of Arts (BA), History
Joseph Peck Joseph Peck's Fisher Investments Experience September 2013 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2013 - Present
Fisher Investments August 2012 - September 2013
Per Diem Connect September 2011 - May 2012
Duff & Phelps July 2011 - September 2011
Skills
Stock Market, Equity Research, Financial Analysis, Data Analysis, Market Research, Investments, Microsoft Excel
Education
University of Oregon 2008 — 2012
B.S. Cum Laude, Business, Economics, Political Science
St. Ignatius College Prep 2004 — 2008
Fisher Investments September 2013 - Present
Fisher Investments August 2012 - September 2013
Per Diem Connect September 2011 - May 2012
Duff & Phelps July 2011 - September 2011
Skills
Stock Market, Equity Research, Financial Analysis, Data Analysis, Market Research, Investments, Microsoft Excel
Education
University of Oregon 2008 — 2012
B.S. Cum Laude, Business, Economics, Political Science
St. Ignatius College Prep 2004 — 2008
Nichole Fischbach Nichole Fischbach's Fisher Investments Experience December 2008 - July 2009
Job PICU RN at Rady Children's HospitalSan Diego
Industry Hospital & Health Care
Experience
Rady Children's Hospital-San Diego May 2013 - Present
UC San Diego Health System July 2011 - Present
Fisher Investments December 2008 - July 2009
Skills
Healthcare, Customer Service, Microsoft Office, PowerPoint, Microsoft Word
Education
University of San Diego 2009 — 2011
MSN
University of Southern California
Rady Children's Hospital-San Diego May 2013 - Present
UC San Diego Health System July 2011 - Present
Fisher Investments December 2008 - July 2009
Skills
Healthcare, Customer Service, Microsoft Office, PowerPoint, Microsoft Word
Education
University of San Diego 2009 — 2011
MSN
University of Southern California
Roy McClung, MBA Roy McClung, MBA's Fisher Investments Experience March 2002 - October 2002
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones May 2012 - July 2014
Merrill Edge September 2010 - May 2012
Charles Schwab2006-2010 October 2006 - February 2010
Banc of America Investments2004-2006 January 2004 - October 2006
FedEx Services November 2002 - January 2004
Fisher Investments March 2002 - October 2002
Skills
401k, Asset Allocation, Asset Management, ETFs, Equities, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Fixed Income, Insurance, Investment Advisory, Investment Strategies, Investments, Life Insurance, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Securities, Series 63, Series 7, Strategic Financial..., Uniform Combined State..., Wealth Management, Alternative Investments, Trading
Education
Keller Graduate School of Management
MBA
University of Mississippi 1982 — 1985
Bachelor of Business Administration
Edward Jones May 2012 - July 2014
Merrill Edge September 2010 - May 2012
Charles Schwab2006-2010 October 2006 - February 2010
Banc of America Investments2004-2006 January 2004 - October 2006
FedEx Services November 2002 - January 2004
Fisher Investments March 2002 - October 2002
Skills
401k, Asset Allocation, Asset Management, ETFs, Equities, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Fixed Income, Insurance, Investment Advisory, Investment Strategies, Investments, Life Insurance, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Securities, Series 63, Series 7, Strategic Financial..., Uniform Combined State..., Wealth Management, Alternative Investments, Trading
Education
Keller Graduate School of Management
MBA
University of Mississippi 1982 — 1985
Bachelor of Business Administration
Joseph M. McColgan's Fisher Investments Experience May 2013 - August 2015
Job Regional Vice President at Fisher Investments
Industry Consumer Services
Experience
Fisher Investments May 2013 - August 2015
Philadelphia City Council at Large January 2011 - December 2011
WELLS FARGO PRIVATE BANK May 2009 - December 2010
SEI INVESTMENT CO August 2008 - May 2009
Merrill Lynch June 2004 - April 2007
Merrill Lynch January 1997 - January 2004
U.S. House of Representatives January 1996 - November 1996
U.S. House of Representatives January 1990 - November 1990
United States Navy May 1984 - August 1988
Skills
Wealth Management, Portfolio Management, Investments, Private Banking, Business Strategy, Public Relations, Public Speaking, Public Policy, Strategic Financial..., Entrepreneurship, New Business Development, Entrepreneurial..., Problem Solving, Strategy Development, Asset Allocation, Strategy, Business Development, Wealth, Asset Management, Private Equity, Series 7, Credit, Insurance, Financial Advisory, Finance, Leadership, Alternative Investments, Strategic Planning, Management, Risk Management
Education
Villanova University
Masters, Business Administration
Villanova University
Bachelor of Arts, Political Science
University of San Diego
Masters Program International Relations
Archbishop Ryan HS
Fisher Investments May 2013 - August 2015
Philadelphia City Council at Large January 2011 - December 2011
WELLS FARGO PRIVATE BANK May 2009 - December 2010
SEI INVESTMENT CO August 2008 - May 2009
Merrill Lynch June 2004 - April 2007
Merrill Lynch January 1997 - January 2004
U.S. House of Representatives January 1996 - November 1996
U.S. House of Representatives January 1990 - November 1990
United States Navy May 1984 - August 1988
Skills
Wealth Management, Portfolio Management, Investments, Private Banking, Business Strategy, Public Relations, Public Speaking, Public Policy, Strategic Financial..., Entrepreneurship, New Business Development, Entrepreneurial..., Problem Solving, Strategy Development, Asset Allocation, Strategy, Business Development, Wealth, Asset Management, Private Equity, Series 7, Credit, Insurance, Financial Advisory, Finance, Leadership, Alternative Investments, Strategic Planning, Management, Risk Management
Education
Villanova University
Masters, Business Administration
Villanova University
Bachelor of Arts, Political Science
University of San Diego
Masters Program International Relations
Archbishop Ryan HS
William Namen's Fisher Investments Experience July 2015 - Present
Job Client Operations Private Client Group
Industry Investment Management
Experience
Fisher Investments July 2015 - Present
EverBank May 2014 - July 2015
University of North Florida April 2013 - January 2014
University of North Florida October 2011 - April 2013
University of North Florida April 2011 - November 2011
University of North Florida November 2010 - November 2011
Skills
Budgets, Public Speaking, Microsoft Office, Microsoft Excel, Finance, Leadership, Analysis, PowerPoint, Customer Service, Economics, Statistics, Social Media, Access, Accounting, Social Networking, Forecasting, Microsoft Word, Windows, TM1, Oracle Applications, Oracle Discoverer, Financial Modeling, Financial Analysis, Bloomberg Terminal
Education
Coggin College of Business, AACSB Accredited 2013 — 2015
Bachelor of Business Administration (BBA), Finance & Economics
University of North Florida 2010 — 2015
Coggin College of Business, AACSB Accredited - Bachelor of Business Administration (BBA), Finance and Economics
Bishop Kenny High School 2006 — 2010
Fisher Investments July 2015 - Present
EverBank May 2014 - July 2015
University of North Florida April 2013 - January 2014
University of North Florida October 2011 - April 2013
University of North Florida April 2011 - November 2011
University of North Florida November 2010 - November 2011
Skills
Budgets, Public Speaking, Microsoft Office, Microsoft Excel, Finance, Leadership, Analysis, PowerPoint, Customer Service, Economics, Statistics, Social Media, Access, Accounting, Social Networking, Forecasting, Microsoft Word, Windows, TM1, Oracle Applications, Oracle Discoverer, Financial Modeling, Financial Analysis, Bloomberg Terminal
Education
Coggin College of Business, AACSB Accredited 2013 — 2015
Bachelor of Business Administration (BBA), Finance & Economics
University of North Florida 2010 — 2015
Coggin College of Business, AACSB Accredited - Bachelor of Business Administration (BBA), Finance and Economics
Bishop Kenny High School 2006 — 2010
Nick Waldsmith Nick Waldsmith's Fisher Investments Experience June 2014 - August 2014
Job Business Management Trainee at Enterprise Holdings
Industry
Experience
Coaches' Athletic Supply January 2015 - Present
Enterprise Holdings June 2015 - August 2015
Fisher Investments June 2014 - August 2014
Skills
Sales, Public Speaking, Leadership, Microsoft Office, Customer Service, Marketing, Microsoft Excel, Social Media, PowerPoint, Social Media Marketing, Microsoft Word, Social Networking
Education
University of Oregon - Charles H. Lundquist College of Business 2015 — 2016
Bachelor of Science, Business Administration and Management
University of Oregon 2012 — 2016
Bachelor of Science (B.S.), Business Administration and Management
Coaches' Athletic Supply January 2015 - Present
Enterprise Holdings June 2015 - August 2015
Fisher Investments June 2014 - August 2014
Skills
Sales, Public Speaking, Leadership, Microsoft Office, Customer Service, Marketing, Microsoft Excel, Social Media, PowerPoint, Social Media Marketing, Microsoft Word, Social Networking
Education
University of Oregon - Charles H. Lundquist College of Business 2015 — 2016
Bachelor of Science, Business Administration and Management
University of Oregon 2012 — 2016
Bachelor of Science (B.S.), Business Administration and Management
Samuel Olson Samuel Olson's Fisher Investments Experience 2013 - Present
Job Capital Markets Innovation Assoc. at Fisher Investments
Industry Financial Services
Experience
Fisher Investments 2013 - Present
Fisher Investments July 2011 - Present
University of Oregon August 2010 - June 2011
Skills
Japanese, Stata, Econometrics, ClariFi portfolio..., FactSet, Microsoft Excel, PowerPoint, Bloomberg Terminal, Microsoft Office
Education
University of Oregon 2007 — 2011
BA, Economics, Business Administration
Fisher Investments 2013 - Present
Fisher Investments July 2011 - Present
University of Oregon August 2010 - June 2011
Skills
Japanese, Stata, Econometrics, ClariFi portfolio..., FactSet, Microsoft Excel, PowerPoint, Bloomberg Terminal, Microsoft Office
Education
University of Oregon 2007 — 2011
BA, Economics, Business Administration
Michelle Oroschakoff Michelle Oroschakoff's Fisher Investments Experience 2004 - 2006
Job Chief Risk Officer at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2013 - Present
Morgan Stanley 2011 - 2013
Morgan Stanley 2010 - 2011
Morgan Stanley 2006 - 2010
Fisher Investments 2004 - 2006
Morgan Stanley 2001 - 2004
Morgan Stanley 1999 - 2001
Morgan Stanley 1993 - 1999
Shearman & Sterling 1990 - 1993
Education
University of Michigan Law School 1985 — 1988
JD, Law
University of Oregon 1978 — 1982
BA, English
LPL Financial September 2013 - Present
Morgan Stanley 2011 - 2013
Morgan Stanley 2010 - 2011
Morgan Stanley 2006 - 2010
Fisher Investments 2004 - 2006
Morgan Stanley 2001 - 2004
Morgan Stanley 1999 - 2001
Morgan Stanley 1993 - 1999
Shearman & Sterling 1990 - 1993
Education
University of Michigan Law School 1985 — 1988
JD, Law
University of Oregon 1978 — 1982
BA, English
Dillon Paul Dillon Paul's Fisher Investments Experience June 2010 - June 2011
Job @Squakr at Squakr
Industry Sports
Experience
Squakr January 2015 - Present
FiveQ Development October 2014 - Present
BIG Wings Media March 2014 - Present
RLK & Company: Mt Hood Brewing September 2013 - December 2013
Gonzaga University School of Business October 2012 - December 2013
Gonzaga University Mens Lacrosse Team August 2012 - December 2013
St Albans School for Boys August 2011 - April 2012
Consero Group LLC September 2011 - March 2012
Fisher Investments June 2010 - June 2011
Eastside Portland Lacrosse February 2008 - June 2011
Skills
Public Speaking, Research, Advertising, Budgeting, Business Planning, Management, Coaching, Marketing Strategy, Strategic Planning, Teamwork, Community Outreach, Negotiation, Program Development, Event Planning, Fundraising, Sports, Social Media, Social Networking, Social Media Marketing, Forecasting, PowerPoint, Marketing, Microsoft Excel, Entrepreneurship, Microsoft Office, Customer Service, Data Analysis, Finance, Athletics, Sports Marketing, Market Research, Analysis, Leadership, Time Management, Budgets
Education
Gonzaga University - School of Business Administration 2012 — 2013
Master of Business Administration (M.B.A.), Statistics and Marketing
University of Portland 2006 — 2010
Bachelor of Arts, Double; Political Science and Economics
Mount Albert Grammar School 2001 — 2005
NCEA, Legal and Media Studies
Squakr January 2015 - Present
FiveQ Development October 2014 - Present
BIG Wings Media March 2014 - Present
RLK & Company: Mt Hood Brewing September 2013 - December 2013
Gonzaga University School of Business October 2012 - December 2013
Gonzaga University Mens Lacrosse Team August 2012 - December 2013
St Albans School for Boys August 2011 - April 2012
Consero Group LLC September 2011 - March 2012
Fisher Investments June 2010 - June 2011
Eastside Portland Lacrosse February 2008 - June 2011
Skills
Public Speaking, Research, Advertising, Budgeting, Business Planning, Management, Coaching, Marketing Strategy, Strategic Planning, Teamwork, Community Outreach, Negotiation, Program Development, Event Planning, Fundraising, Sports, Social Media, Social Networking, Social Media Marketing, Forecasting, PowerPoint, Marketing, Microsoft Excel, Entrepreneurship, Microsoft Office, Customer Service, Data Analysis, Finance, Athletics, Sports Marketing, Market Research, Analysis, Leadership, Time Management, Budgets
Education
Gonzaga University - School of Business Administration 2012 — 2013
Master of Business Administration (M.B.A.), Statistics and Marketing
University of Portland 2006 — 2010
Bachelor of Arts, Double; Political Science and Economics
Mount Albert Grammar School 2001 — 2005
NCEA, Legal and Media Studies
Annie Barton Tursi's Fisher Investments Experience November 2005 - June 2007
Job Franchisee at Great Clips, Inc.
Industry Retail
Experience
Great Clips, Inc. October 2012 - Present
Waste Management January 2012 - December 2012
Waste Management, Inc. February 2011 - January 2012
Waste Management, Inc. May 2009 - February 2011
BHP Billiton 2008 - September 2010
Fisher Investments November 2005 - June 2007
The HealthStore Foundation May 2003 - May 2005
Education
University of Puget Sound 1999 — 2003
University of Michigan - Stephen M. Ross School of Business
Great Clips, Inc. October 2012 - Present
Waste Management January 2012 - December 2012
Waste Management, Inc. February 2011 - January 2012
Waste Management, Inc. May 2009 - February 2011
BHP Billiton 2008 - September 2010
Fisher Investments November 2005 - June 2007
The HealthStore Foundation May 2003 - May 2005
Education
University of Puget Sound 1999 — 2003
University of Michigan - Stephen M. Ross School of Business
Chris Waidelich's Fisher Investments Experience July 2007 - December 2008
Job JONES DAY
Industry Law Practice
Experience
JONES DAY® October 2014 - Present
Jones Day May 2013 - July 2013
US Securities and Exchange Commission May 2012 - July 2012
Profit Recovery Partners June 2009 - August 2011
Profit Recovery Partners December 2008 - June 2009
Fisher Investments July 2007 - December 2008
Skills
Contract Negotiation, Training, Strategy, Sales, Leadership
Education
University of Notre Dame Law School 2011 — 2014
J.D.
University of Southern California 2003 — 2007
BS, Business
University of Southern California - Marshall School of Business 2003 — 2007
JONES DAY® October 2014 - Present
Jones Day May 2013 - July 2013
US Securities and Exchange Commission May 2012 - July 2012
Profit Recovery Partners June 2009 - August 2011
Profit Recovery Partners December 2008 - June 2009
Fisher Investments July 2007 - December 2008
Skills
Contract Negotiation, Training, Strategy, Sales, Leadership
Education
University of Notre Dame Law School 2011 — 2014
J.D.
University of Southern California 2003 — 2007
BS, Business
University of Southern California - Marshall School of Business 2003 — 2007
Raymond Lombardi's Fisher Investments Experience August 2005 - September 2006
Job Investment Associate at William Blair and Company
Industry Investment Management
Experience
William Blair & Company December 2009 - Present
William Blair & Company November 2006 - December 2009
Fisher Investments August 2005 - September 2006
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
University of Michigan 2000 — 2004
BA, Economics
William Blair & Company December 2009 - Present
William Blair & Company November 2006 - December 2009
Fisher Investments August 2005 - September 2006
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
University of Michigan 2000 — 2004
BA, Economics
Kari Zizzo's Fisher Investments Experience September 2004 - July 2007
Job Formerly a Senior Client Associate at RMB Capital Management
Industry Financial Services
Experience
RMB Capital Management February 2008 - June 2010
Fisher Investments September 2004 - July 2007
Education
University of Notre Dame 2000 — 2004
Bachelor of Arts (BA), English Language and Literature/Letters
RMB Capital Management February 2008 - June 2010
Fisher Investments September 2004 - July 2007
Education
University of Notre Dame 2000 — 2004
Bachelor of Arts (BA), English Language and Literature/Letters
Trysta Krick's Fisher Investments Experience March 2010 - May 2012
Job Broadcast media
Industry Broadcast Media
Experience
Precision Food Works January 2015 - June 2015
Comcast Sportsnet Northwest August 2012 - January 2014
Wild Alchemy May 2011 - January 2014
The Bar Method December 2012 - July 2013
Prive International December 2012 - May 2013
Fisher Investments March 2010 - May 2012
Wells Fargo Investments June 2008 - January 2010
Skills
Broadcast, Storytelling, Market Research, Sales, Interviews, Hospitality, Customer Service, Journalism, Broadcast Journalism, Social Media, Social Media Marketing, Marketing, Social Networking, Leadership, Management, Marketing Strategy, Nutritional Counseling, Facebook, Financial Analysis, Wellness Coaching, Nutrition, Sports Nutrition, Public Relations, Fitness, Client Services, Blogging, Public Speaking, Coaching, Strength Training, Advertising, Event Planning
Education
University of Oregon 2004 — 2008
Bachelor's degree, Business, 3.75
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
B.S., Finance
Precision Food Works January 2015 - June 2015
Comcast Sportsnet Northwest August 2012 - January 2014
Wild Alchemy May 2011 - January 2014
The Bar Method December 2012 - July 2013
Prive International December 2012 - May 2013
Fisher Investments March 2010 - May 2012
Wells Fargo Investments June 2008 - January 2010
Skills
Broadcast, Storytelling, Market Research, Sales, Interviews, Hospitality, Customer Service, Journalism, Broadcast Journalism, Social Media, Social Media Marketing, Marketing, Social Networking, Leadership, Management, Marketing Strategy, Nutritional Counseling, Facebook, Financial Analysis, Wellness Coaching, Nutrition, Sports Nutrition, Public Relations, Fitness, Client Services, Blogging, Public Speaking, Coaching, Strength Training, Advertising, Event Planning
Education
University of Oregon 2004 — 2008
Bachelor's degree, Business, 3.75
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
B.S., Finance
Fred Strame's Fisher Investments Experience January 2005 - Present
Job Annuity Conversion Program Manager at Fisher Investments
Industry Investment Management
Experience
Fisher Investments January 2005 - Present
Skills
Wealth Management, Mutual Funds
Education
University of Rhode Island 1986 — 1990
Bachelor's Degree, Economics
Fisher Investments January 2005 - Present
Skills
Wealth Management, Mutual Funds
Education
University of Rhode Island 1986 — 1990
Bachelor's Degree, Economics
Ranjeet Choudhary's Fisher Investments Experience June 2014 - Present
Job Senior Database Programmer at Fisher Investments
Industry Investment Management
Experience
Fisher Investments June 2014 - Present
UNIVERSA INVESTMENTS L.P. April 2010 - June 2014
Tata Consultancy Services January 2004 - February 2010
Nexgenix (India) Pvt Ltd (now known as NexvisionIX) May 2003 - December 2003
Inference Systems Ltd (now known as MarketPlace Technologies) June 2000 - April 2003
Skills
Microsoft SQL Server, ASP.NET, VB.NET, Visual Basic, .NET, SQL, Visual Studio, Database Design, Databases, SSIS, VSS, ETL, Data Warehousing, Requirements Analysis, C#, JavaScript, Crystal Reports, VBScript, IIS, ASP, Data Modeling, Software Project..., Mathematica
Education
University of Pune 1998 — 2000
Master, Computer Science
Fisher Investments June 2014 - Present
UNIVERSA INVESTMENTS L.P. April 2010 - June 2014
Tata Consultancy Services January 2004 - February 2010
Nexgenix (India) Pvt Ltd (now known as NexvisionIX) May 2003 - December 2003
Inference Systems Ltd (now known as MarketPlace Technologies) June 2000 - April 2003
Skills
Microsoft SQL Server, ASP.NET, VB.NET, Visual Basic, .NET, SQL, Visual Studio, Database Design, Databases, SSIS, VSS, ETL, Data Warehousing, Requirements Analysis, C#, JavaScript, Crystal Reports, VBScript, IIS, ASP, Data Modeling, Software Project..., Mathematica
Education
University of Pune 1998 — 2000
Master, Computer Science
Sean Callinan's Fisher Investments Experience 2002 - Present
Job Senior Vice President
Industry Financial Services
Experience
Fisher Investments 2002 - Present
Barclays Global Investors 2001 - 2002
BenefitStreet 2000 - 2001
Fremont Group 1995 - 2000
Wade Financial Group 1991 - 1995
American Express 1987 - 1991
Skills
business strategy, Investment Advisory
Education
Nankai University-Tianjin, China 1990 — 1991
Intensive Mandarin Language
University of Minnesota-Twin Cities 1986 — 1990
BA, International Relations/Political Economics
Fisher Investments 2002 - Present
Barclays Global Investors 2001 - 2002
BenefitStreet 2000 - 2001
Fremont Group 1995 - 2000
Wade Financial Group 1991 - 1995
American Express 1987 - 1991
Skills
business strategy, Investment Advisory
Education
Nankai University-Tianjin, China 1990 — 1991
Intensive Mandarin Language
University of Minnesota-Twin Cities 1986 — 1990
BA, International Relations/Political Economics
Whitney Stewart, CFA's Fisher Investments Experience August 2010 - February 2013
Job Vice President, Portfolio Research at AMG Funds
Industry Financial Services
Experience
AMG Funds February 2013 - Present
Fisher Investments August 2010 - February 2013
Skills
Financial Modeling, Bloomberg, Equity Research, Equities, Asset Management, Alternative Investments, Investments, Fixed Income, Valuation, Mutual Funds, Financial Analysis, Hedge Funds, Portfolio Management, Investment Strategies, Private Equity
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, Economics
AMG Funds February 2013 - Present
Fisher Investments August 2010 - February 2013
Skills
Financial Modeling, Bloomberg, Equity Research, Equities, Asset Management, Alternative Investments, Investments, Fixed Income, Valuation, Mutual Funds, Financial Analysis, Hedge Funds, Portfolio Management, Investment Strategies, Private Equity
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, Economics
Mark Scalzo's Fisher Investments Experience December 2006 - November 2008
Job CEO, CIO at Validus Growth Investors LLC and CIO of Lucia Capital Management, LLC
Industry Investment Management
Experience
Lucia Capital Management, LLC an affiliate of Lucia Capital Group June 2014 - Present
Validus Growth Investors LLC November 2012 - Present
Aletheia Research and Management November 2008 - October 2012
Fisher Investments December 2006 - November 2008
Putnam Lovell NBF 1991 - 2006
Salomon Brothers July 1989 - July 1991
Skills
Asset Managment, Equities, Hedge Funds, Investment Banking, Private Equity, Investments, Investment Management, Capital Markets, Valuation, Corporate Finance, Mergers, Financial Modeling, Securities, Portfolio Management, Due Diligence, Venture Capital, Corporate Development, Series 7, Financial Institutions, Fixed Income, Asset Allocation, Bloomberg, Derivatives, Mergers & Acquisitions, Financial Services, Investment Strategies, Strategy, Equity Research, Asset Management, Mutual Funds, Investment Advisory
Education
University of Pennsylvania - The Wharton School 1985 — 1989
B.S.E., Accounting, Finance, Management
Lucia Capital Management, LLC an affiliate of Lucia Capital Group June 2014 - Present
Validus Growth Investors LLC November 2012 - Present
Aletheia Research and Management November 2008 - October 2012
Fisher Investments December 2006 - November 2008
Putnam Lovell NBF 1991 - 2006
Salomon Brothers July 1989 - July 1991
Skills
Asset Managment, Equities, Hedge Funds, Investment Banking, Private Equity, Investments, Investment Management, Capital Markets, Valuation, Corporate Finance, Mergers, Financial Modeling, Securities, Portfolio Management, Due Diligence, Venture Capital, Corporate Development, Series 7, Financial Institutions, Fixed Income, Asset Allocation, Bloomberg, Derivatives, Mergers & Acquisitions, Financial Services, Investment Strategies, Strategy, Equity Research, Asset Management, Mutual Funds, Investment Advisory
Education
University of Pennsylvania - The Wharton School 1985 — 1989
B.S.E., Accounting, Finance, Management
Ben Fredlake's Fisher Investments Experience October 2010 - December 2012
Job Financial Consultant Associate at Financial Concepts, Inc.
Industry Financial Services
Experience
Financial Concepts, Inc. January 2013 - Present
Fisher Investments October 2010 - December 2012
Fisher Investments May 2008 - October 2010
Northwestern Mutual Financial June 2007 - August 2007
Skills
Microsoft Excel, Morningstar Office, ThomsonOne, Microsoft Office, Adobe Acrobat, Capital IQ, Presentations, Proposal Writing, Adobe Illustrator, Networking, Investments, Financial Analysis, Mutual Funds, Stocks, Capital Markets Analysis
Education
University of Notre Dame 2006 — 2008
Bachelors of Arts, Economics
University of Notre DameNotre 2006 — 2008
B.A, Economics; Econometrics
Financial Concepts, Inc. January 2013 - Present
Fisher Investments October 2010 - December 2012
Fisher Investments May 2008 - October 2010
Northwestern Mutual Financial June 2007 - August 2007
Skills
Microsoft Excel, Morningstar Office, ThomsonOne, Microsoft Office, Adobe Acrobat, Capital IQ, Presentations, Proposal Writing, Adobe Illustrator, Networking, Investments, Financial Analysis, Mutual Funds, Stocks, Capital Markets Analysis
Education
University of Notre Dame 2006 — 2008
Bachelors of Arts, Economics
University of Notre DameNotre 2006 — 2008
B.A, Economics; Econometrics
Emily Shamrell's Fisher Investments Experience December 2008 - February 2010
Job Substitute Teacher at Beaverton School District
Industry Primary/Secondary Education
Experience
Beaverton School District May 2010 - Present
Portland Public Schools September 2010 - May 2011
Fisher Investments December 2008 - February 2010
Education
University of Portland
MAT, Teaching
Beaverton School District May 2010 - Present
Portland Public Schools September 2010 - May 2011
Fisher Investments December 2008 - February 2010
Education
University of Portland
MAT, Teaching
Daren Martin's Fisher Investments Experience July 2007 - May 2009
Job Director of Sales at Medallia
Industry Computer Software
Experience
Medallia August 2015 - Present
Medallia, Inc. December 2013 - Present
RichRelevance November 2012 - December 2013
Baynote October 2011 - November 2012
Baynote June 2011 - October 2011
Baynote May 2011 - October 2011
Baynote January 2011 - May 2011
Baynote November 2009 - January 2011
Baynote June 2009 - November 2009
Fisher Investments July 2007 - May 2009
Skills
SaaS, Salesforce.com, Enterprise Software, Lead Generation, Solution Selling, Analytics, Cold Calling, Sales Process, Online Marketing, E-commerce, Demand Generation, Digital Marketing, Multi-channel Marketing, Customer Acquisition, Marketing Strategy, CRM, Sales, New Business Development, Sales Operations
Education
University of Michigan 2003 — 2007
BA, Organizational Studies, English
Medallia August 2015 - Present
Medallia, Inc. December 2013 - Present
RichRelevance November 2012 - December 2013
Baynote October 2011 - November 2012
Baynote June 2011 - October 2011
Baynote May 2011 - October 2011
Baynote January 2011 - May 2011
Baynote November 2009 - January 2011
Baynote June 2009 - November 2009
Fisher Investments July 2007 - May 2009
Skills
SaaS, Salesforce.com, Enterprise Software, Lead Generation, Solution Selling, Analytics, Cold Calling, Sales Process, Online Marketing, E-commerce, Demand Generation, Digital Marketing, Multi-channel Marketing, Customer Acquisition, Marketing Strategy, CRM, Sales, New Business Development, Sales Operations
Education
University of Michigan 2003 — 2007
BA, Organizational Studies, English
Clark Evans's Fisher Investments Experience March 2013 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments March 2013 - Present
Fisher Investments July 2011 - March 2013
University of Oregon January 2010 - June 2010
University of Oregon March 2009 - January 2010
Education
University of Oregon 2007 — 2011
BS, Business Administration
Fisher Investments March 2013 - Present
Fisher Investments July 2011 - March 2013
University of Oregon January 2010 - June 2010
University of Oregon March 2009 - January 2010
Education
University of Oregon 2007 — 2011
BS, Business Administration
Kunal Madan's Fisher Investments Experience May 2015 - Present
Job Portfolio Analytics and Reporting Associate
Industry Financial Services
Experience
Fisher Investments May 2015 - Present
Fisher Investments August 2013 - May 2015
Aequitas Capital Management January 2013 - May 2013
Emporio Bridal August 2009 - February 2013
Grant Thornton LLP June 2012 - July 2012
Skills
QuickBooks, Outlook, Microsoft Office, Bloomberg Terminal, Hindi, Team Management, Website Promotion, Google Analytics, Google Adwords, Investments, Alternative Investments, SEO, DCF Valuation, Magento, Financial Modeling, Financial Analysis, Financial Statements, Financial Statement..., Economics
Education
University of Portland 2009 — 2013
Finance, Senior
Bishop Kelly High School 2006 — 2009
Fisher Investments May 2015 - Present
Fisher Investments August 2013 - May 2015
Aequitas Capital Management January 2013 - May 2013
Emporio Bridal August 2009 - February 2013
Grant Thornton LLP June 2012 - July 2012
Skills
QuickBooks, Outlook, Microsoft Office, Bloomberg Terminal, Hindi, Team Management, Website Promotion, Google Analytics, Google Adwords, Investments, Alternative Investments, SEO, DCF Valuation, Magento, Financial Modeling, Financial Analysis, Financial Statements, Financial Statement..., Economics
Education
University of Portland 2009 — 2013
Finance, Senior
Bishop Kelly High School 2006 — 2009
Michael J Johnson's Fisher Investments Experience December 2012 - July 2013
Job Senior Associate at PwC Consulting
Industry Management Consulting
Experience
PwC December 2013 - Present
Fisher Investments December 2012 - July 2013
Capital Pacific July 2012 - December 2012
MC Capital June 2011 - March 2012
University of Oregon Economics Dept. January 2011 - May 2011
Merrill Lynch June 2010 - September 2010
InField Marketing Group March 2010 - March 2010
IMG January 2010 - February 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Acquisition Integration, Management Consulting, Mergers & Acquisitions, Investment Banking, Investments, Financial Statement..., LBO, Commercial Real Estate, Finance, Asset Management, DCF Valuation, Valuation, Real Estate Financing, Portfolio Management, Due Diligence, Financial Modeling, Additional Computer..., Valuation Modeling and..., STATA Economic..., Management, Microsoft Excel, Social Media, Financial Analysis, Microsoft Office
Education
University of Oregon 2006 — 2011
Bachelor's of Science, Economics & Finance
PwC December 2013 - Present
Fisher Investments December 2012 - July 2013
Capital Pacific July 2012 - December 2012
MC Capital June 2011 - March 2012
University of Oregon Economics Dept. January 2011 - May 2011
Merrill Lynch June 2010 - September 2010
InField Marketing Group March 2010 - March 2010
IMG January 2010 - February 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Acquisition Integration, Management Consulting, Mergers & Acquisitions, Investment Banking, Investments, Financial Statement..., LBO, Commercial Real Estate, Finance, Asset Management, DCF Valuation, Valuation, Real Estate Financing, Portfolio Management, Due Diligence, Financial Modeling, Additional Computer..., Valuation Modeling and..., STATA Economic..., Management, Microsoft Excel, Social Media, Financial Analysis, Microsoft Office
Education
University of Oregon 2006 — 2011
Bachelor's of Science, Economics & Finance
Michael Sanberg's Fisher Investments Experience July 2007 - July 2009
Job Leasing & Sales Agent at Touchstone Commercial Partners
Industry Financial Services
Experience
Touchstone Commercial Partners June 2013 - Present
La Jolla Cove Investors July 2009 - November 2012
Fisher Investments July 2007 - July 2009
Fisher Investments July 2006 - July 2007
Skills
Equities, PIPEs, Quantitative Research, Qualitative Research, Asset Managment, Sales, Bloomberg, Portfolio Management, Financial Modeling, Investments
Education
University of Oregon - Charles H. Lundquist College of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Touchstone Commercial Partners June 2013 - Present
La Jolla Cove Investors July 2009 - November 2012
Fisher Investments July 2007 - July 2009
Fisher Investments July 2006 - July 2007
Skills
Equities, PIPEs, Quantitative Research, Qualitative Research, Asset Managment, Sales, Bloomberg, Portfolio Management, Financial Modeling, Investments
Education
University of Oregon - Charles H. Lundquist College of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Todd Ellsworth.'s Fisher Investments Experience July 2012 - Present
Job Regional Sales Manager
Industry Investment Management
Experience
Fisher Investments July 2012 - Present
Fisher Investments September 2007 - July 2012
Aegon April 2002 - September 2007
Huntington National Bank 2001 - 2002
.. August 1995 - 2001
Skills
Sales Management, Portfolio Management, Securities, Equities, Mutual Funds, Asset Management, Financial Services, Financial Planning, Financial Analysis, Investments, Finance, Capital Markets, Wealth Management, Analytics, Asset Allocation, Leadership, Team Building, Non-profit Board..., Non-profit Consulting, Bloomberg, Fixed Income, Investment Strategies, Valuation, Business Information, CRM, Relationship Management, Financial Advisory, Credit, Banking, 401k, Separately Managed..., Stocks, Sales, Business Development, Marketing, Sales Operations, Series 65
Education
University of Michigan
Bachelor's Degree, Business / Finance
Western Michigan University - Haworth College of Business
Master of Business Administration (M.B.A.), Masters of Business Administration
Fisher Investments July 2012 - Present
Fisher Investments September 2007 - July 2012
Aegon April 2002 - September 2007
Huntington National Bank 2001 - 2002
.. August 1995 - 2001
Skills
Sales Management, Portfolio Management, Securities, Equities, Mutual Funds, Asset Management, Financial Services, Financial Planning, Financial Analysis, Investments, Finance, Capital Markets, Wealth Management, Analytics, Asset Allocation, Leadership, Team Building, Non-profit Board..., Non-profit Consulting, Bloomberg, Fixed Income, Investment Strategies, Valuation, Business Information, CRM, Relationship Management, Financial Advisory, Credit, Banking, 401k, Separately Managed..., Stocks, Sales, Business Development, Marketing, Sales Operations, Series 65
Education
University of Michigan
Bachelor's Degree, Business / Finance
Western Michigan University - Haworth College of Business
Master of Business Administration (M.B.A.), Masters of Business Administration
Ben Pressler's Fisher Investments Experience August 2012 - July 2014
Job Client Services Manager at Fisher Investments Europe
Industry Financial Services
Experience
Fisher Investments Europe July 2014 - Present
Fisher Investments August 2012 - July 2014
Fisher Investments June 2011 - August 2012
University of Portland Investment Association April 2010 - April 2011
R.V. Kuhns & Associates August 2010 - December 2010
Nike August 2006 - December 2006
Education
University of Portland 2007 — 2011
Fisher Investments Europe July 2014 - Present
Fisher Investments August 2012 - July 2014
Fisher Investments June 2011 - August 2012
University of Portland Investment Association April 2010 - April 2011
R.V. Kuhns & Associates August 2010 - December 2010
Nike August 2006 - December 2006
Education
University of Portland 2007 — 2011
Ted Whitney's Fisher Investments Experience June 2015 - Present
Job Innovation Group Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2015 - Present
Fisher Investments August 2014 - June 2015
Fisher Investments April 2013 - August 2014
Fisher Investments May 2011 - April 2013
Fisher Investments February 2010 - May 2011
Fisher Investments September 2008 - February 2010
Skills
Sales, Project Management, Relationship Management, Innovation, Presentations, Equity Capital Markets
Education
University of Oregon
Bachelor of Science (BS), Business Administration and Management, General
Fisher Investments June 2015 - Present
Fisher Investments August 2014 - June 2015
Fisher Investments April 2013 - August 2014
Fisher Investments May 2011 - April 2013
Fisher Investments February 2010 - May 2011
Fisher Investments September 2008 - February 2010
Skills
Sales, Project Management, Relationship Management, Innovation, Presentations, Equity Capital Markets
Education
University of Oregon
Bachelor of Science (BS), Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY