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
Andrew Cereghino Andrew Cereghino's Fisher Investments Experience March 2013 - May 2014
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock June 2014 - Present
Fisher Investments March 2013 - May 2014
Skills
PowerPoint, Microsoft Excel, Bloomberg Terminal, Private Equity, Venture Capital, Microsoft Word, Microsoft Office, Mergers, Securities, Spreadsheets, Investments, Research, Financial Analysis, Financial Modeling, Corporate Finance, Market Research, Derivatives, Public Speaking, Due Diligence, Capital Markets
Education
University of San Francisco 2008 — 2012
B.S, Finance
Boston University 2012 — 2012
London Finance & Economics Internship Program, Development Economics and International Development
Palisades Charter High School 2004 — 2008
BlackRock June 2014 - Present
Fisher Investments March 2013 - May 2014
Skills
PowerPoint, Microsoft Excel, Bloomberg Terminal, Private Equity, Venture Capital, Microsoft Word, Microsoft Office, Mergers, Securities, Spreadsheets, Investments, Research, Financial Analysis, Financial Modeling, Corporate Finance, Market Research, Derivatives, Public Speaking, Due Diligence, Capital Markets
Education
University of San Francisco 2008 — 2012
B.S, Finance
Boston University 2012 — 2012
London Finance & Economics Internship Program, Development Economics and International Development
Palisades Charter High School 2004 — 2008
Guilherme Picanco Guilherme Picanco's Fisher Investments Experience June 2015 - August 2015
Job Foreign Private Client Group Intern at Fisher Investments
Industry
Experience
Fisher Investments June 2015 - August 2015
International Student Association at the University of South Carolina May 2014 - May 2015
Consolidated Pipe & Supply Co., Inc May 2014 - August 2014
Career Center September 2010 - July 2013
Skills
Portuguese, Spanish, Teamwork, English, PowerPoint, Microsoft Word, Microsoft Excel, Team Leadership, Operating Systems, International Trade, Microsoft Office, Marketing, Customer Service, Social Media, Public Speaking
Education
University of South Carolina-Columbia 2013 — 2016
Bachelor’s Degree, International Business, Global Supply Chain and Operations Management
Fisher Investments June 2015 - August 2015
International Student Association at the University of South Carolina May 2014 - May 2015
Consolidated Pipe & Supply Co., Inc May 2014 - August 2014
Career Center September 2010 - July 2013
Skills
Portuguese, Spanish, Teamwork, English, PowerPoint, Microsoft Word, Microsoft Excel, Team Leadership, Operating Systems, International Trade, Microsoft Office, Marketing, Customer Service, Social Media, Public Speaking
Education
University of South Carolina-Columbia 2013 — 2016
Bachelor’s Degree, International Business, Global Supply Chain and Operations Management
Benjamin Smick Benjamin Smick's Fisher Investments Experience June 2014 - August 2014
Job Student
Industry Financial Services
Experience
Fisher Investments June 2014 - August 2014
Harbor Retirement Associates, LLC May 2013 - February 2014
Falling Creek Camp May 2012 - August 2012
University of South Carolina August 2011 - November 2011
IGA May 2010 - August 2010
Skills
Customer Service, Public Speaking, Teamwork, Event Planning, Marketing, Sales, Team Leadership, Microsoft Excel, Financial Analysis, Strategic Planning, Strategic Leadership
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science (B.S.), International Business, Finance
Ridge VIew High School 2007 — 2011
Advanced Placement Courses and Honors Program
Fisher Investments June 2014 - August 2014
Harbor Retirement Associates, LLC May 2013 - February 2014
Falling Creek Camp May 2012 - August 2012
University of South Carolina August 2011 - November 2011
IGA May 2010 - August 2010
Skills
Customer Service, Public Speaking, Teamwork, Event Planning, Marketing, Sales, Team Leadership, Microsoft Excel, Financial Analysis, Strategic Planning, Strategic Leadership
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science (B.S.), International Business, Finance
Ridge VIew High School 2007 — 2011
Advanced Placement Courses and Honors Program
Jay West Jay West's Fisher Investments Experience September 2014 - Present
Job Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2014 - Present
Merrill Edge/Bank of America May 2014 - August 2014
Merrill Edge/Merrill Edge November 2012 - May 2014
Merrill Lynch November 2010 - November 2012
Skills
Mutual Funds, Financial Services, Variable Annuities, Analysis, Pivot Tables, Microsoft Excel, Banking, Trading, Financial Analysis, Auditing, Fixed Annuities
Education
University of South Florida 2009 — 2011
Bachelor of Science (BS), Economics, Graduated
Fisher Investments September 2014 - Present
Merrill Edge/Bank of America May 2014 - August 2014
Merrill Edge/Merrill Edge November 2012 - May 2014
Merrill Lynch November 2010 - November 2012
Skills
Mutual Funds, Financial Services, Variable Annuities, Analysis, Pivot Tables, Microsoft Excel, Banking, Trading, Financial Analysis, Auditing, Fixed Annuities
Education
University of South Florida 2009 — 2011
Bachelor of Science (BS), Economics, Graduated
Kristy Akullian, CFA Kristy Akullian, CFA's Fisher Investments Experience October 2008 - February 2010
Job iShares Capital Markets at BlackRock
Industry Financial Services
Experience
BlackRock August 2013 - Present
BlackRock October 2011 - August 2013
BlackRock March 2010 - October 2011
Fisher Investments October 2008 - February 2010
Fisher Investments June 2007 - October 2008
Southern California Earthquake Center (SCEC) 2005 - 2007
Skills
Asset Managment, Financial Analysis, Investments, Bloomberg, Fixed Income, Equities, Financial Modeling, Alternative Investments, Hedge Funds, Valuation, Bloomberg Terminal, Derivatives, Microsoft Excel, Mutual Funds, Equity Research, Asset Management
Education
University of Southern California 2003 — 2007
B.A, Economics, English
BlackRock August 2013 - Present
BlackRock October 2011 - August 2013
BlackRock March 2010 - October 2011
Fisher Investments October 2008 - February 2010
Fisher Investments June 2007 - October 2008
Southern California Earthquake Center (SCEC) 2005 - 2007
Skills
Asset Managment, Financial Analysis, Investments, Bloomberg, Fixed Income, Equities, Financial Modeling, Alternative Investments, Hedge Funds, Valuation, Bloomberg Terminal, Derivatives, Microsoft Excel, Mutual Funds, Equity Research, Asset Management
Education
University of Southern California 2003 — 2007
B.A, Economics, English
Jared Brenner Jared Brenner's Fisher Investments Experience August 2006 - January 2010
Job Investment Banking at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners May 2015 - Present
The Sage Group, LLC (US) June 2010 - May 2015
Fisher Investments August 2006 - January 2010
Skills
Equities, Investments, M&A experience, Financial Analysis, Corporate Finance, Mergers, Structuring Deals, Financial Reporting, Financial Modeling, Middle Market, Financial Markets, Consumer Products, Brand Equity, Business Strategy, Due Diligence, Investment Banking, Investment Strategies, Mergers & Acquisitions, Valuation, Venture Capital, Private Equity
Education
University of Southern California - Marshall School of Business 2002 — 2006
Finance, Finance, International Relations, Economics
University of Southern California
Guggenheim Partners May 2015 - Present
The Sage Group, LLC (US) June 2010 - May 2015
Fisher Investments August 2006 - January 2010
Skills
Equities, Investments, M&A experience, Financial Analysis, Corporate Finance, Mergers, Structuring Deals, Financial Reporting, Financial Modeling, Middle Market, Financial Markets, Consumer Products, Brand Equity, Business Strategy, Due Diligence, Investment Banking, Investment Strategies, Mergers & Acquisitions, Valuation, Venture Capital, Private Equity
Education
University of Southern California - Marshall School of Business 2002 — 2006
Finance, Finance, International Relations, Economics
University of Southern California
Courtney Erin Kelly Courtney Erin Kelly's Fisher Investments Experience October 2011 - August 2012
Job Sales Support at Roha Group USA
Industry Financial Services
Experience
Roha USA September 2013 - Present
Moneta Group November 2012 - August 2013
Fisher Investments October 2011 - August 2012
Fisher Investments April 2010 - October 2011
MIPS Technologies May 2006 - August 2006
Skills
Microsoft Office, Onyx, Kofax, DocFiler, SAP, ACT!, Marketing, Sales, Customer Service, PowerPoint, Access, Program Management, Training, Public Speaking, Time Management, Community Outreach, Human Resources, Sales Operations, Finance, Event Planning, Social Media
Education
University of Southern California 2005 — 2009
BA, Psychology
Roha USA September 2013 - Present
Moneta Group November 2012 - August 2013
Fisher Investments October 2011 - August 2012
Fisher Investments April 2010 - October 2011
MIPS Technologies May 2006 - August 2006
Skills
Microsoft Office, Onyx, Kofax, DocFiler, SAP, ACT!, Marketing, Sales, Customer Service, PowerPoint, Access, Program Management, Training, Public Speaking, Time Management, Community Outreach, Human Resources, Sales Operations, Finance, Event Planning, Social Media
Education
University of Southern California 2005 — 2009
BA, Psychology
Jennifer Mariska Jennifer Mariska's Fisher Investments Experience April 2010 - December 2010
Job Assistant Vice President at Partners Group
Industry Investment Management
Experience
Partners Group January 2014 - Present
Partners Group January 2011 - December 2013
Fisher Investments April 2010 - December 2010
Fisher Investments November 2008 - April 2010
Fisher Investments August 2007 - November 2008
Skills
Portfolio Management
Education
University of Southern California 2003 — 2007
Bachelor of Arts (BA), Political Science
Partners Group January 2014 - Present
Partners Group January 2011 - December 2013
Fisher Investments April 2010 - December 2010
Fisher Investments November 2008 - April 2010
Fisher Investments August 2007 - November 2008
Skills
Portfolio Management
Education
University of Southern California 2003 — 2007
Bachelor of Arts (BA), Political Science
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
Yana Itkin Yana Itkin's Fisher Investments Experience February 2006 - July 2007
Job Catering & Convention Services Assistant
Industry Hospitality
Experience
Fairmont Hotels and Resorts June 2010 - Present
MGN Group June 2007 - April 2009
Fisher Investments February 2006 - July 2007
Shemano Group June 2005 - February 2006
Skills
Customer Service, Event Planning, Hospitality, Hotels, Marketing, Sales
Education
University of San Francisco 2003 — 2005
B.A., Communications
New York University School of Continuing Education
2008
Fairmont Hotels and Resorts June 2010 - Present
MGN Group June 2007 - April 2009
Fisher Investments February 2006 - July 2007
Shemano Group June 2005 - February 2006
Skills
Customer Service, Event Planning, Hospitality, Hotels, Marketing, Sales
Education
University of San Francisco 2003 — 2005
B.A., Communications
New York University School of Continuing Education
2008
Camilla Hope (Mason-Jones) Mason Camilla Hope (Mason-Jones) Mason's Fisher Investments Experience February 2014 - Present
Job Marketing
Industry Marketing and Advertising
Experience
Fisher Investments February 2014 - Present
StillSecure December 2010 - September 2013
Marcom Communications July 2008 - December 2010
BUSA (now BUCS) December 2005 - December 2007
Freud Communications, PR Agency March 2005 - November 2005
MTV Networks 2003 - 2004
EPIC, Sony Music 2002 - 2002
Skills
Digital Marketing, Social Media Marketing, Strategic Partnerships, Marketing Communications, Cloud Computing, Corporate Branding, Online Advertising, Lead Generation, B2B Marketing, Social Media, Multi-channel Marketing, Integrated Marketing, Advertising, Management, Public Relations, E-commerce, Strategy, Blogging, Email Marketing, Start-ups, B2C marketing, Facebook, Newsletters, Event Management, Marketing, Online Marketing, Salesforce.com, Corporate Communications, Sponsorship, Product Marketing, Marketing Strategy, B2B, Channel Marketing, SaaS, Brand Development, Managed Services, Demand Generation, Brand Awareness, Mobile Devices, Digital Strategy, SEO, Product Launch, Enterprise Software, Go-to-market Strategy, Thought Leadership, Google Adwords, Sales Enablement
Education
University of Southern California 2000 — 2004
Bachelor of Arts, Communications (Major), Business (Minor)
Fisher Investments February 2014 - Present
StillSecure December 2010 - September 2013
Marcom Communications July 2008 - December 2010
BUSA (now BUCS) December 2005 - December 2007
Freud Communications, PR Agency March 2005 - November 2005
MTV Networks 2003 - 2004
EPIC, Sony Music 2002 - 2002
Skills
Digital Marketing, Social Media Marketing, Strategic Partnerships, Marketing Communications, Cloud Computing, Corporate Branding, Online Advertising, Lead Generation, B2B Marketing, Social Media, Multi-channel Marketing, Integrated Marketing, Advertising, Management, Public Relations, E-commerce, Strategy, Blogging, Email Marketing, Start-ups, B2C marketing, Facebook, Newsletters, Event Management, Marketing, Online Marketing, Salesforce.com, Corporate Communications, Sponsorship, Product Marketing, Marketing Strategy, B2B, Channel Marketing, SaaS, Brand Development, Managed Services, Demand Generation, Brand Awareness, Mobile Devices, Digital Strategy, SEO, Product Launch, Enterprise Software, Go-to-market Strategy, Thought Leadership, Google Adwords, Sales Enablement
Education
University of Southern California 2000 — 2004
Bachelor of Arts, Communications (Major), Business (Minor)
Michael Barulich Michael Barulich's Fisher Investments Experience June 2011 - August 2011
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
Goldman Sachs March 2012 - September 2012
Fisher Investments June 2011 - August 2011
Merrill Lynch 2010 - 2010
Barulich Dugoni Law Group Inc. 2005 - 2006
Skills
Management
Education
University of San Francisco
Bachelor of Science (BS)
Goldman Sachs March 2012 - September 2012
Fisher Investments June 2011 - August 2011
Merrill Lynch 2010 - 2010
Barulich Dugoni Law Group Inc. 2005 - 2006
Skills
Management
Education
University of San Francisco
Bachelor of Science (BS)
Alan Ebright's Fisher Investments Experience May 2013 - Present
Job Financial Sales Professional
Industry Financial Services
Experience
Fisher Investments May 2013 - Present
Capstone Investments October 2011 - May 2013
Education
University of Southern California 1990 — 1994
B.S., Finance, Accounting
Fisher Investments May 2013 - Present
Capstone Investments October 2011 - May 2013
Education
University of Southern California 1990 — 1994
B.S., Finance, Accounting
Brandon D'Ambra Brandon D'Ambra's Fisher Investments Experience 2010 - 2010
Job Enterprise Sales at MobileIron
Industry Computer Software
Experience
MobileIron October 2012 - Present
MobileIron July 2011 - September 2012
Fisher Investments 2010 - 2010
Skills
Sales, Mobile Devices, Virtualization, Mobile Technology, Salesforce.com, Mobile Applications, Go-to-market Strategy, SaaS, Managed Services, Solution Selling, New Business Development, OS X, Cloud Computing, Enterprise Software, Software Industry, Data Center, Strategic Partnerships, Direct Sales, Product Management, Account Management, Social Media Marketing, CRM, Channel, Product Marketing
Education
University of Southern California
B.S., Business Administration - Marshall School of Business
MobileIron October 2012 - Present
MobileIron July 2011 - September 2012
Fisher Investments 2010 - 2010
Skills
Sales, Mobile Devices, Virtualization, Mobile Technology, Salesforce.com, Mobile Applications, Go-to-market Strategy, SaaS, Managed Services, Solution Selling, New Business Development, OS X, Cloud Computing, Enterprise Software, Software Industry, Data Center, Strategic Partnerships, Direct Sales, Product Management, Account Management, Social Media Marketing, CRM, Channel, Product Marketing
Education
University of Southern California
B.S., Business Administration - Marshall School of Business
Neville Javeri, CFA Neville Javeri, CFA's Fisher Investments Experience 1993 - 1997
Job
Industry Investment Management
Experience
Wells Fargo July 2012 - Present
Wells Fargo - The Private Bank 2009 - Present
Wells Fargo Private Asset Management September 2001 - Present
Fred Hutchinson Cancer Research Center 2009 - 2012
Windsor Financial Group 1999 - 2001
Nicolette Investment Management 1997 - 1999
Fisher Investments 1993 - 1997
Skills
Wealth Management, Portfolio Management, Equi, Security Analysis, Bloomberg, Valuation, Investments, Equity Research, Equities, Strategy, Trading, Mutual Funds, Investment Banking, Securities, Financial Risk, Asset Management, Asset Allocation
Education
CFA Institute 1996 — 2009
CFA
University of San Francisco - School of Management 1991 — 1993
MBA
Cathedral and John Connon 1971 — 1982
Wells Fargo July 2012 - Present
Wells Fargo - The Private Bank 2009 - Present
Wells Fargo Private Asset Management September 2001 - Present
Fred Hutchinson Cancer Research Center 2009 - 2012
Windsor Financial Group 1999 - 2001
Nicolette Investment Management 1997 - 1999
Fisher Investments 1993 - 1997
Skills
Wealth Management, Portfolio Management, Equi, Security Analysis, Bloomberg, Valuation, Investments, Equity Research, Equities, Strategy, Trading, Mutual Funds, Investment Banking, Securities, Financial Risk, Asset Management, Asset Allocation
Education
CFA Institute 1996 — 2009
CFA
University of San Francisco - School of Management 1991 — 1993
MBA
Cathedral and John Connon 1971 — 1982
David Purington David Purington's Fisher Investments Experience October 2014 - May 2015
Job Operations Associate at Flexport
Industry Logistics and Supply Chain
Experience
Flexport May 2015 - Present
Fisher Investments October 2014 - May 2015
USC Credit Union September 2013 - June 2014
UBS Wealth Management June 2012 - January 2013
Education
University of Southern California 2010 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs
Flexport May 2015 - Present
Fisher Investments October 2014 - May 2015
USC Credit Union September 2013 - June 2014
UBS Wealth Management June 2012 - January 2013
Education
University of Southern California 2010 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs
John (J.D.) Collado John (J.D.) Collado's Fisher Investments Experience July 2008 - November 2008
Job Account Executive at Travelers
Industry Insurance
Experience
Travelers July 2012 - Present
Travelers July 2010 - Present
Wells Fargo March 2009 - June 2010
Fisher Investments July 2008 - November 2008
Fairbank & Vincent June 2007 - May 2008
McGlinchey Stafford June 2004 - August 2005
USI Insurance Services June 2003 - July 2003
Skills
Underwriting, Insurance, Credit, Property & Casualty..., Financial Analysis, Business Analysis, Liability, Investments, Sales, Legal Liability, Commercial Insurance, General Insurance, Workers Compensation
Education
University of Southern California 2004 — 2008
BS, Business Administration
University of Southern California - Marshall School of Business 2004 — 2008
B.S., Finance
Travelers July 2012 - Present
Travelers July 2010 - Present
Wells Fargo March 2009 - June 2010
Fisher Investments July 2008 - November 2008
Fairbank & Vincent June 2007 - May 2008
McGlinchey Stafford June 2004 - August 2005
USI Insurance Services June 2003 - July 2003
Skills
Underwriting, Insurance, Credit, Property & Casualty..., Financial Analysis, Business Analysis, Liability, Investments, Sales, Legal Liability, Commercial Insurance, General Insurance, Workers Compensation
Education
University of Southern California 2004 — 2008
BS, Business Administration
University of Southern California - Marshall School of Business 2004 — 2008
B.S., Finance
Travis Quintin Travis Quintin's Fisher Investments Experience September 2014 - Present
Job Head Trader at Fisher Investments
Industry Investment Management
Experience
Fisher Investments September 2014 - Present
Fisher Investments March 2013 - September 2014
Fisher Investments August 2005 - March 2013
Fisher Investments September 2004 - August 2005
Fisher Investments March 2004 - September 2004
Fisher Investments February 2003 - March 2004
Fisher Investments April 2002 - February 2003
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2001 - December 2001
Skills
Trading, Technical Analysis, Liquidity, Trading Strategies, Currency, FX, Equity Trading, Electronic Trading, Fixed Income, Equities, Emerging Markets, Bloomberg, ETFs, Capital Markets, Trading Systems, Institutional, Hedging, Equity Derivatives
Education
University of San Francisco 1998 — 2001
Bachelor of Science in Business Administration, Finance
Fisher Investments September 2014 - Present
Fisher Investments March 2013 - September 2014
Fisher Investments August 2005 - March 2013
Fisher Investments September 2004 - August 2005
Fisher Investments March 2004 - September 2004
Fisher Investments February 2003 - March 2004
Fisher Investments April 2002 - February 2003
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2001 - December 2001
Skills
Trading, Technical Analysis, Liquidity, Trading Strategies, Currency, FX, Equity Trading, Electronic Trading, Fixed Income, Equities, Emerging Markets, Bloomberg, ETFs, Capital Markets, Trading Systems, Institutional, Hedging, Equity Derivatives
Education
University of San Francisco 1998 — 2001
Bachelor of Science in Business Administration, Finance
Daniel R. Spriggs's Fisher Investments Experience June 2014 - Present
Job Account Executive Investment Advisor Representative
Industry Investment Management
Experience
Fisher Investments June 2014 - Present
Wells Fargo Securities May 2012 - August 2012
Wells Fargo Securities May 2011 - August 2011
Education
University of South Carolina - Darla Moore School of Business 2010 — 2014
Bachelor of Science Business Administration, Finance, General
Fisher Investments June 2014 - Present
Wells Fargo Securities May 2012 - August 2012
Wells Fargo Securities May 2011 - August 2011
Education
University of South Carolina - Darla Moore School of Business 2010 — 2014
Bachelor of Science Business Administration, Finance, General
Will Tuhacek's Fisher Investments Experience October 2008 - January 2010
Job FutureAdvisor
Industry Investment Management
Experience
FutureAdvisor June 2014 - Present
United States Marine Corps January 2010 - April 2014
Fisher Investments October 2008 - January 2010
Fisher Investments January 2007 - October 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research, English, Active Secret Security..., Chinese, Series 65, Project Management, Project Planning, Close Attention to..., General Analytics, SQL, Microsoft Word, Microsoft Exchange, Google Docs, Team Leadership, Team Building, Team-oriented, Accountability, Customer Retention, Customer Service, Data Entry, Leadership, Investments, Finance, Stock Market, Stock Trading, Options Strategies, Security Clearance, Financial Analysis, Strategy, Portfolio Management
Education
University of Southern California 2001 — 2006
Bachelor's degree, International Relations and Affairs, Chinese Language, Business, 3.47
University of Southern California 2001 — 2006
Bachelor's degree, Business, International Relations, Chinese Language
FutureAdvisor June 2014 - Present
United States Marine Corps January 2010 - April 2014
Fisher Investments October 2008 - January 2010
Fisher Investments January 2007 - October 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research, English, Active Secret Security..., Chinese, Series 65, Project Management, Project Planning, Close Attention to..., General Analytics, SQL, Microsoft Word, Microsoft Exchange, Google Docs, Team Leadership, Team Building, Team-oriented, Accountability, Customer Retention, Customer Service, Data Entry, Leadership, Investments, Finance, Stock Market, Stock Trading, Options Strategies, Security Clearance, Financial Analysis, Strategy, Portfolio Management
Education
University of Southern California 2001 — 2006
Bachelor's degree, International Relations and Affairs, Chinese Language, Business, 3.47
University of Southern California 2001 — 2006
Bachelor's degree, Business, International Relations, Chinese Language
Jonathan Yi Jonathan Yi's Fisher Investments Experience July 2013 - March 2014
Job Operations Associate at Tamarac Inc.
Industry Financial Services
Experience
Tamarac Inc. March 2014 - January 2015
Fisher Investments July 2013 - March 2014
University of San Francisco May 2013 - December 2013
Apartment List July 2013 - October 2013
Urban Solutions October 2012 - March 2013
Partners Group Real Estate, LLC April 2012 - August 2012
Romasia Bank May 2012 - July 2012
Skills
Microsoft Office, Mortgage Lending, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Credit Analysis, Customer Service, Strategic Planning, Social Media, Public Speaking, Event Planning, Outlook, Marketing Strategy, Event Management, English, Data Analysis, Market Research, Investments, Valuation, Social Networking
Education
University of San Francisco 2011 — 2013
Business Adminstration, Finance, Senior
Valley Forge Military Academy & College 2009 — 2010
Business, Undeclared, 3.35
Tamarac Inc. March 2014 - January 2015
Fisher Investments July 2013 - March 2014
University of San Francisco May 2013 - December 2013
Apartment List July 2013 - October 2013
Urban Solutions October 2012 - March 2013
Partners Group Real Estate, LLC April 2012 - August 2012
Romasia Bank May 2012 - July 2012
Skills
Microsoft Office, Mortgage Lending, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Credit Analysis, Customer Service, Strategic Planning, Social Media, Public Speaking, Event Planning, Outlook, Marketing Strategy, Event Management, English, Data Analysis, Market Research, Investments, Valuation, Social Networking
Education
University of San Francisco 2011 — 2013
Business Adminstration, Finance, Senior
Valley Forge Military Academy & College 2009 — 2010
Business, Undeclared, 3.35
Kaylee Buscemi's Fisher Investments Experience March 2013 - June 2014
Job Client Service Representative at The Honest Company
Industry Marketing and Advertising
Experience
The Honest Company September 2015 - Present
Fisher Investments March 2013 - June 2014
Merrill Lynch September 2012 - December 2012
BGC Partners June 2011 - August 2011
Disneyland Resort May 2009 - December 2009
Skills
Marketing Strategy, Microsoft Excel, Marketing, PowerPoint, Research, Social Media, Social Media Marketing, Data Analysis, Microsoft Word, Outlook, Microsoft Office, Windows, Mac, Customer Service, Sales, Strategic Planning, Budgets
Education
University of Southern California 2010 — 2012
Bachelor of Business Administration (B.B.A.)
The Honest Company September 2015 - Present
Fisher Investments March 2013 - June 2014
Merrill Lynch September 2012 - December 2012
BGC Partners June 2011 - August 2011
Disneyland Resort May 2009 - December 2009
Skills
Marketing Strategy, Microsoft Excel, Marketing, PowerPoint, Research, Social Media, Social Media Marketing, Data Analysis, Microsoft Word, Outlook, Microsoft Office, Windows, Mac, Customer Service, Sales, Strategic Planning, Budgets
Education
University of Southern California 2010 — 2012
Bachelor of Business Administration (B.B.A.)
Tina Pautz's Fisher Investments Experience July 2006 - September 2007
Job Head of Client Services, Convertro + ONE Attribution at AOL Platforms
Industry Internet
Experience
AOL Platforms August 2015 - Present
AOL Platforms January 2013 - August 2015
Buysight, Inc. (acquired by AOL) September 2011 - December 2012
Buysight, Inc. November 2008 - August 2011
FirstREX (formerly REX & Co,) September 2007 - November 2008
Fisher Investments July 2006 - September 2007
Fisher Investments July 2005 - August 2006
Skills
Online Advertising, Sales, Marketing, Business Development, Salesforce.com, New Business Development, Strategic Partnerships, Marketing Strategy, PPC, Lead Generation, Digital Marketing, CRM, Account Management, Start-ups, E-commerce, Digital Media, Strategic Planning, Training, Online Marketing, Management, Digital Strategy, SEM, Analytics, SaaS, Mobile Advertising, Strategy, Awesomeness, General Awesomeness
Education
University of Southern California
Edina High School
AOL Platforms August 2015 - Present
AOL Platforms January 2013 - August 2015
Buysight, Inc. (acquired by AOL) September 2011 - December 2012
Buysight, Inc. November 2008 - August 2011
FirstREX (formerly REX & Co,) September 2007 - November 2008
Fisher Investments July 2006 - September 2007
Fisher Investments July 2005 - August 2006
Skills
Online Advertising, Sales, Marketing, Business Development, Salesforce.com, New Business Development, Strategic Partnerships, Marketing Strategy, PPC, Lead Generation, Digital Marketing, CRM, Account Management, Start-ups, E-commerce, Digital Media, Strategic Planning, Training, Online Marketing, Management, Digital Strategy, SEM, Analytics, SaaS, Mobile Advertising, Strategy, Awesomeness, General Awesomeness
Education
University of Southern California
Edina High School
Dmitriy Goldenberg's Fisher Investments Experience June 2012 - Present
Job Research Analyst Portfolio Evaluation at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2012 - Present
Fisher Investments August 2011 - June 2012
Fisher Investments June 2008 - August 2011
Fisher Investments April 2007 - June 2008
Bank of America August 2000 - January 2007
Education
University of San Francisco 2003 — 2005
Fisher Investments June 2012 - Present
Fisher Investments August 2011 - June 2012
Fisher Investments June 2008 - August 2011
Fisher Investments April 2007 - June 2008
Bank of America August 2000 - January 2007
Education
University of San Francisco 2003 — 2005
Matthew Raske's Fisher Investments Experience July 2014 - Present
Job Finance + Operations + Projects
Industry Financial Services
Experience
Fisher Investments July 2014 - Present
Morgan Samuels June 2011 - July 2014
Morgan Samuels December 2010 - June 2011
Meridian Group April 2007 - October 2010
Changemaster Financial March 2009 - June 2010
Meridian Group January 2005 - April 2007
Skills
Leadership, Project Management, Operations Management, Business Strategy, Management, Strategic Initiatives, Financial Services, Financial Analysis, Six Sigma, Budgets, Business Process, Strategic Financial..., Strategic Planning, Strategy, Sales Operations, Business Development, Talent Management
Education
University of Southern California 2000 — 2003
BA, Economics
Fisher Investments July 2014 - Present
Morgan Samuels June 2011 - July 2014
Morgan Samuels December 2010 - June 2011
Meridian Group April 2007 - October 2010
Changemaster Financial March 2009 - June 2010
Meridian Group January 2005 - April 2007
Skills
Leadership, Project Management, Operations Management, Business Strategy, Management, Strategic Initiatives, Financial Services, Financial Analysis, Six Sigma, Budgets, Business Process, Strategic Financial..., Strategic Planning, Strategy, Sales Operations, Business Development, Talent Management
Education
University of Southern California 2000 — 2003
BA, Economics
Patrick Mulvey's Fisher Investments Experience April 2007 - December 2008
Job Consultant at William Blair & Co
Industry Information Technology and Services
Experience
William Blair & Company March 2015 - Present
Citadel LLC January 2013 - January 2015
Nuveen Investments August 2012 - January 2013
Dodge & Cox December 2008 - July 2012
Fisher Investments April 2007 - December 2008
Western Asset Management January 2006 - April 2007
GMO December 2002 - January 2006
Northern Trust October 2001 - January 2003
CWB SYSTEM SERVICES January 2000 - January 2001
SCUDDER KEMPER January 1999 - January 2000
Skills
Business Analysis, Data Analysis, Integration, Requirements Analysis, Requirements Gathering, Documentation, Project Planning, Analysis, SDLC, Business Process, ERP, Business Management, Business Requirements, Data Mining, Change Management, Business Intelligence, Testing, Software Development, Project Management, Management, Financial Services, Data Warehousing, Consulting, Asset Management, ETL, Fixed Income, PL/SQL, Process Improvement, Vendor Management, Trading Systems, Capital Markets, Trading, Portfolio Management, Equities, Investments
Education
University of Scranton 1991 — 1996
Bachelor of Science, Finance
William Blair & Company March 2015 - Present
Citadel LLC January 2013 - January 2015
Nuveen Investments August 2012 - January 2013
Dodge & Cox December 2008 - July 2012
Fisher Investments April 2007 - December 2008
Western Asset Management January 2006 - April 2007
GMO December 2002 - January 2006
Northern Trust October 2001 - January 2003
CWB SYSTEM SERVICES January 2000 - January 2001
SCUDDER KEMPER January 1999 - January 2000
Skills
Business Analysis, Data Analysis, Integration, Requirements Analysis, Requirements Gathering, Documentation, Project Planning, Analysis, SDLC, Business Process, ERP, Business Management, Business Requirements, Data Mining, Change Management, Business Intelligence, Testing, Software Development, Project Management, Management, Financial Services, Data Warehousing, Consulting, Asset Management, ETL, Fixed Income, PL/SQL, Process Improvement, Vendor Management, Trading Systems, Capital Markets, Trading, Portfolio Management, Equities, Investments
Education
University of Scranton 1991 — 1996
Bachelor of Science, Finance
Joe Arevalo's Fisher Investments Experience July 2011 - Present
Job Business Analyst at Fisher Investments
Industry Marketing and Advertising
Experience
Fisher Investments July 2011 - Present
Fisher Investments September 2008 - July 2011
Fisher Investments December 2007 - September 2008
Fisher Investments December 2005 - December 2007
ANG Newspapers January 2004 - December 2005
Aflac February 2003 - April 2005
Skills
Marketing
Education
University of South Florida 1997 — 2002
Fisher Investments July 2011 - Present
Fisher Investments September 2008 - July 2011
Fisher Investments December 2007 - September 2008
Fisher Investments December 2005 - December 2007
ANG Newspapers January 2004 - December 2005
Aflac February 2003 - April 2005
Skills
Marketing
Education
University of South Florida 1997 — 2002
Vanessa Moreno's Fisher Investments Experience March 2011 - June 2013
Job Compliance
Industry Financial Services
Experience
Overland Advisors June 2013 - Present
Fisher Investments March 2011 - June 2013
Fisher Investments May 2007 - March 2011
Fisher Investments April 2005 - May 2007
Skills
Series 65, Investments, Investment Advisory, Financial Services, Customer Service, Asset Allocation, Microsoft Excel, Securities, Financial Analysis
Education
University of Southern California 2000 — 2005
Overland Advisors June 2013 - Present
Fisher Investments March 2011 - June 2013
Fisher Investments May 2007 - March 2011
Fisher Investments April 2005 - May 2007
Skills
Series 65, Investments, Investment Advisory, Financial Services, Customer Service, Asset Allocation, Microsoft Excel, Securities, Financial Analysis
Education
University of Southern California 2000 — 2005
Jeff Silk's Fisher Investments Experience May 1983 - Present
Job Vice Chairman at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 1983 - Present
Education
University of San Francisco
Fisher Investments May 1983 - Present
Education
University of San Francisco
Megan Schoeffel's Fisher Investments Experience July 2007 - April 2008
Job Client Service Associate at Post Advisory Group
Industry Investment Management
Experience
Post Advisory Group July 2014 - Present
Patterson Capital Corporation October 2009 - July 2014
Initiative May 2008 - August 2009
Fisher Investments July 2007 - April 2008
Skills
Investments, Financial Analysis, Microsoft Excel, Fixed Income, PowerPoint, Marketing Communications, Graphs, Close Attention to..., High Level Of Accuracy, Online Research, Marketing, Research, Financial Modeling, Leadership, Microsoft Office
Education
University of Southern California 2003 — 2007
Bachelor of Science (BS), International Finance
Post Advisory Group July 2014 - Present
Patterson Capital Corporation October 2009 - July 2014
Initiative May 2008 - August 2009
Fisher Investments July 2007 - April 2008
Skills
Investments, Financial Analysis, Microsoft Excel, Fixed Income, PowerPoint, Marketing Communications, Graphs, Close Attention to..., High Level Of Accuracy, Online Research, Marketing, Research, Financial Modeling, Leadership, Microsoft Office
Education
University of Southern California 2003 — 2007
Bachelor of Science (BS), International Finance
Scott Mottern's Fisher Investments Experience March 1999 - Present
Job
Industry Financial Services
Experience
Fisher Investments March 1999 - Present
Morgan Stanley April 1997 - February 1999
Franklin Templeton Investments January 1992 - March 1997
Skills
Mutual Funds, Securities, Financial Services, Series 7, Portfolio Management, Equities, Investments, Asset Management, Series 63, Retirement Planning
Education
University of Southern California
Bachelor's degree, International Relations and Affairs
Fisher Investments March 1999 - Present
Morgan Stanley April 1997 - February 1999
Franklin Templeton Investments January 1992 - March 1997
Skills
Mutual Funds, Securities, Financial Services, Series 7, Portfolio Management, Equities, Investments, Asset Management, Series 63, Retirement Planning
Education
University of Southern California
Bachelor's degree, International Relations and Affairs
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY