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
Michael Hanson, PhD Michael Hanson, PhD's Fisher Investments Experience April 2002 - Present
Job Research Manager at Fisher Investments, lecturer at Haas Cal Berkeley, and author of five books
Industry Financial Services
Experience
Fisher Investments April 2002 - Present
N/A January 2000 - Present
Bear, Stearns & Co., Inc. June 2001 - February 2002
Skills
Investments, Finance, Writing, Analytics, Economics, Publishing, Portfolio Management, Books, Geopolitics, Stocks, Management, Neuroscience, Politics, Bonds, Business Analysis, Business Development, Editing, Guitar, Cognitive Psychology, Behavioral Neuroscience, behavioral economics
Education
Pacifica Graduate Institute 2006 — 2011
Doctor of Philosophy (Ph.D.), Depth Psychology with an Emphasis in Mythological Studies
Claremont McKenna College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Fisher Investments April 2002 - Present
N/A January 2000 - Present
Bear, Stearns & Co., Inc. June 2001 - February 2002
Skills
Investments, Finance, Writing, Analytics, Economics, Publishing, Portfolio Management, Books, Geopolitics, Stocks, Management, Neuroscience, Politics, Bonds, Business Analysis, Business Development, Editing, Guitar, Cognitive Psychology, Behavioral Neuroscience, behavioral economics
Education
Pacifica Graduate Institute 2006 — 2011
Doctor of Philosophy (Ph.D.), Depth Psychology with an Emphasis in Mythological Studies
Claremont McKenna College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Alison Duff Alison Duff's Fisher Investments Experience October 2014 - February 2015
Job Seeking Professional Career in Portland or Vancouver
Industry Financial Services
Experience
Northwest Financial & Tax Solutions, Inc. April 2015 - September 2015
Fisher Investments October 2014 - February 2015
Iron Horse Brewery March 2014 - October 2014
Iron Horse Brewery September 2013 - April 2014
D & M Coffee Inc April 2012 - September 2013
Starbucks December 2005 - July 2010
Skills
Multitasking Skills, Organization, Interpersonal Skill, Social Media, Mediation, Research, Communication Skills, Visual Communication, Customer Service, Facebook, Task Management, Organizational..., Hands-on Training, Employee Training, Public Speaking, Communication, Microsoft Office, Microsoft Excel, PowerPoint, Social Networking
Education
Central Washington University 2012 — 2014
Bachelor of Arts (BA), Communication Studies
Clark College 2010 — 2012
Associate of Arts (AA), General Studies
Northwest Financial & Tax Solutions, Inc. April 2015 - September 2015
Fisher Investments October 2014 - February 2015
Iron Horse Brewery March 2014 - October 2014
Iron Horse Brewery September 2013 - April 2014
D & M Coffee Inc April 2012 - September 2013
Starbucks December 2005 - July 2010
Skills
Multitasking Skills, Organization, Interpersonal Skill, Social Media, Mediation, Research, Communication Skills, Visual Communication, Customer Service, Facebook, Task Management, Organizational..., Hands-on Training, Employee Training, Public Speaking, Communication, Microsoft Office, Microsoft Excel, PowerPoint, Social Networking
Education
Central Washington University 2012 — 2014
Bachelor of Arts (BA), Communication Studies
Clark College 2010 — 2012
Associate of Arts (AA), General Studies
Madison Gebhard Madison Gebhard's Fisher Investments Experience June 2014 - August 2014
Job Summer Analyst at Egon Zehnder
Industry Management Consulting
Experience
Egon Zehnder June 2015 - Present
In-Lend Fund (non-profit) September 2014 - Present
Claremont McKenna College September 2014 - Present
Fisher Investments June 2014 - August 2014
Skills
Social Media, Microsoft Word, Microsoft Excel, Final Cut Pro, Microsoft Office, PowerPoint, Prezi, Fundraising, Publicity, InDesign, Economics, Teamwork
Education
Claremont McKenna College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Egon Zehnder June 2015 - Present
In-Lend Fund (non-profit) September 2014 - Present
Claremont McKenna College September 2014 - Present
Fisher Investments June 2014 - August 2014
Skills
Social Media, Microsoft Word, Microsoft Excel, Final Cut Pro, Microsoft Office, PowerPoint, Prezi, Fundraising, Publicity, InDesign, Economics, Teamwork
Education
Claremont McKenna College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Sherwin Tavana Sherwin Tavana's Fisher Investments Experience 2013 - August 2013
Job CFA Level III Candidate
Industry Financial Services
Experience
Deloitte September 2014 - Present
Fisher Investments 2013 - August 2013
Bank of America January 2013 - May 2013
City and County of San Francisco July 2012 - August 2012
Daves Hay Barn May 2011 - September 2011
Spot Pizza May 2009 - September 2011
Skills
Microsoft Excel, Eviews, Market Research, Financial Analysis, Competitive Analysis, SAS, Matlab, Social Impact Bonds, Monte Carlo Simulation, DCF Valuation, Black-Scholes, Stochastic Calculus, Self Motivated, Leadership, Affordable Housing, Musical Theatre, Financial Modeling, Analysis, Valuation, Data Analysis, Equities, Corporate Finance, Portfolio Management, Programming, C++ Language, Social Dance, Econometrics
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Business Administration, Finance, Economics
Los Altos High School 2006 — 2010
Deloitte September 2014 - Present
Fisher Investments 2013 - August 2013
Bank of America January 2013 - May 2013
City and County of San Francisco July 2012 - August 2012
Daves Hay Barn May 2011 - September 2011
Spot Pizza May 2009 - September 2011
Skills
Microsoft Excel, Eviews, Market Research, Financial Analysis, Competitive Analysis, SAS, Matlab, Social Impact Bonds, Monte Carlo Simulation, DCF Valuation, Black-Scholes, Stochastic Calculus, Self Motivated, Leadership, Affordable Housing, Musical Theatre, Financial Modeling, Analysis, Valuation, Data Analysis, Equities, Corporate Finance, Portfolio Management, Programming, C++ Language, Social Dance, Econometrics
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Business Administration, Finance, Economics
Los Altos High School 2006 — 2010
Patrick Ahern Patrick Ahern's Fisher Investments Experience 2005 - 2006
Job General Manager at Equinox Sports Club SF
Industry Health, Wellness and Fitness
Experience
Equinox October 2014 - Present
Equinox July 2014 - Present
Equinox Fitness October 2011 - July 2014
Equinox Fitness September 2010 - October 2011
Equinox Fitness July 2008 - September 2010
Equinox Fitness January 2008 - July 2008
A&B Lending 2005 - 2007
Fisher Investments 2005 - 2006
Skills
Management, Fitness, Sales, Sales Management, Personal Training, CRM, Coaching, Leadership, Marketing, Social Media, Team Building, Customer Service, Entrepreneurship, Event Planning, Fitness Training, Public Speaking, Wellness
Education
California State University-Chico 1998 — 2002
BS, Business Administration
Equinox October 2014 - Present
Equinox July 2014 - Present
Equinox Fitness October 2011 - July 2014
Equinox Fitness September 2010 - October 2011
Equinox Fitness July 2008 - September 2010
Equinox Fitness January 2008 - July 2008
A&B Lending 2005 - 2007
Fisher Investments 2005 - 2006
Skills
Management, Fitness, Sales, Sales Management, Personal Training, CRM, Coaching, Leadership, Marketing, Social Media, Team Building, Customer Service, Entrepreneurship, Event Planning, Fitness Training, Public Speaking, Wellness
Education
California State University-Chico 1998 — 2002
BS, Business Administration
Michael Rojas's Fisher Investments Experience January 2015 - Present
Job Client Programs Jr. Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
Douglas Parking LLC September 2011 - Present
Triple Play USA September 2010 - Present
Skills
Customer Service, Coaching, Operations Management, Leadership, Team Building, Event Management, Social Media
Education
California State University-East Bay
Chabot College
Fisher Investments January 2015 - Present
Douglas Parking LLC September 2011 - Present
Triple Play USA September 2010 - Present
Skills
Customer Service, Coaching, Operations Management, Leadership, Team Building, Event Management, Social Media
Education
California State University-East Bay
Chabot College
Daniel Michaels's Fisher Investments Experience July 2015 - Present
Job Account Executive at Fisher Investments
Industry Financial Services
Experience
Fisher Investments July 2015 - Present
Uber January 2015 - June 2015
Associated Students, Inc.-Cal Poly San Luis Obispo September 2013 - December 2014
Delta Sigma Phi Fraternity May 2013 - June 2014
Raymond James Financial Inc. June 2013 - August 2013
Blueray Management, LLC. June 2010 - August 2012
Skills
Facilities Management, Event Planning, Volunteer Management, Leases, Customer Service, First Aid, Fundraising, Community Outreach, Leadership, Time Management, Microsoft Excel, Social Media Marketing, Teamwork, Facebook, Communication, Data Analysis, Social Media, Social Networking, Writing
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science (BS), History
Woodbridge High School 2007 — 2011
Diploma
Fisher Investments July 2015 - Present
Uber January 2015 - June 2015
Associated Students, Inc.-Cal Poly San Luis Obispo September 2013 - December 2014
Delta Sigma Phi Fraternity May 2013 - June 2014
Raymond James Financial Inc. June 2013 - August 2013
Blueray Management, LLC. June 2010 - August 2012
Skills
Facilities Management, Event Planning, Volunteer Management, Leases, Customer Service, First Aid, Fundraising, Community Outreach, Leadership, Time Management, Microsoft Excel, Social Media Marketing, Teamwork, Facebook, Communication, Data Analysis, Social Media, Social Networking, Writing
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science (BS), History
Woodbridge High School 2007 — 2011
Diploma
Chris Peterson, CFP® Chris Peterson, CFP®'s Fisher Investments Experience July 2008 - March 2009
Job Peterson Financial Strategies, LLC
Industry Financial Services
Experience
Peterson Financial Strategies, LLC June 2014 - Present
Fidelity Investments April 2009 - May 2014
Fisher Investments July 2008 - March 2009
Fidelity Investments October 1998 - June 2008
Education
Calvin College 1993 — 1997
B.A., Economics
Peterson Financial Strategies, LLC June 2014 - Present
Fidelity Investments April 2009 - May 2014
Fisher Investments July 2008 - March 2009
Fidelity Investments October 1998 - June 2008
Education
Calvin College 1993 — 1997
B.A., Economics
Luke Diaz Luke Diaz's Fisher Investments Experience May 2007 - August 2009
Job Customer Success Team Lead at Optimizely
Industry Computer Software
Experience
Optimizely August 2013 - Present
Optimizely January 2013 - July 2013
Acacia Capital Management January 2011 - January 2013
Acacia Capital Management January 2010 - January 2011
Fisher Investments May 2007 - August 2009
Fisher Investments July 2005 - April 2007
Bear, Stearns & Co. Inc. 2003 - 2004
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Investments, Investor Relations, Optimizely, Greater China, Portfolio Management, Asset Allocation, Investment Strategies, Asset Management, Fixed Income, Equity Research, Financial Markets, Capital Markets, Private Equity, Emerging Markets, Financial Modeling, Wealth Management, Enterprise Account..., Key Account Management, Churn Management, SaaS, Conversion Optimization, Thought Leadership, Team Leadership, Contract Negotiation, Content Strategy, Business Strategy, Management, Organizational Culture, Start-ups Management, Start-ups, Strategic Vision
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
Bachelor of Science (B.Sc.), Business Administration and Management, General
Optimizely August 2013 - Present
Optimizely January 2013 - July 2013
Acacia Capital Management January 2011 - January 2013
Acacia Capital Management January 2010 - January 2011
Fisher Investments May 2007 - August 2009
Fisher Investments July 2005 - April 2007
Bear, Stearns & Co. Inc. 2003 - 2004
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Investments, Investor Relations, Optimizely, Greater China, Portfolio Management, Asset Allocation, Investment Strategies, Asset Management, Fixed Income, Equity Research, Financial Markets, Capital Markets, Private Equity, Emerging Markets, Financial Modeling, Wealth Management, Enterprise Account..., Key Account Management, Churn Management, SaaS, Conversion Optimization, Thought Leadership, Team Leadership, Contract Negotiation, Content Strategy, Business Strategy, Management, Organizational Culture, Start-ups Management, Start-ups, Strategic Vision
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
Bachelor of Science (B.Sc.), Business Administration and Management, General
Terra Moriarty, CPA, MBA's Fisher Investments Experience January 2014 - Present
Job Portfolio Analyst at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2014 - Present
Fisher Investments June 2012 - December 2013
Fisher Investments September 2010 - June 2012
Frazer Frost, LLP December 2008 - May 2010
Naranjo Grading, Inc 2006 - 2008
Terra Equipment Rentals, Inc. 2003 - 2006
Skills
Accounting, Auditing, US GAAP, CPA, Financial Statements, Financial Analysis, Financial Reporting, Investments, Asset Allocation, Wealth Management, Equities, Strategic Financial..., Finance, Microsoft Excel, Portfolio Management, Asset Management, Investment Strategies, Financial Services
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2006 — 2008
MBA, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2006
BA, Accounting
Riverside City College 2001 — 2003
AS, Mathmatics
Fisher Investments January 2014 - Present
Fisher Investments June 2012 - December 2013
Fisher Investments September 2010 - June 2012
Frazer Frost, LLP December 2008 - May 2010
Naranjo Grading, Inc 2006 - 2008
Terra Equipment Rentals, Inc. 2003 - 2006
Skills
Accounting, Auditing, US GAAP, CPA, Financial Statements, Financial Analysis, Financial Reporting, Investments, Asset Allocation, Wealth Management, Equities, Strategic Financial..., Finance, Microsoft Excel, Portfolio Management, Asset Management, Investment Strategies, Financial Services
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2006 — 2008
MBA, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2006
BA, Accounting
Riverside City College 2001 — 2003
AS, Mathmatics
Gabe Velasquez Gabe Velasquez's Fisher Investments Experience January 2007 - January 2009
Job VP, Institutional Fixed Income at Alamo Capital
Industry Investment Management
Experience
Alamo Capital April 2010 - Present
Forex Capital Markets April 2009 - April 2010
Fisher Investments January 2007 - January 2009
Merrill Lynch September 2006 - December 2006
Skills
Fixed Income, Foreign Exchange, Institutions, Series 7, Investments, Equities, Bonds, Securities, Trading, Bloomberg, Wealth Management, Asset Managment, Portfolio Management, Alternative Investments, Series 63, Mutual Funds, Capital Markets, Asset Allocation, Investment Strategies, Options
Education
California State University-Chico 2003 — 2006
BS, Financial Services
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2005 — 2005
Minor, International Business
Pleasant Valley High
HS
Alamo Capital April 2010 - Present
Forex Capital Markets April 2009 - April 2010
Fisher Investments January 2007 - January 2009
Merrill Lynch September 2006 - December 2006
Skills
Fixed Income, Foreign Exchange, Institutions, Series 7, Investments, Equities, Bonds, Securities, Trading, Bloomberg, Wealth Management, Asset Managment, Portfolio Management, Alternative Investments, Series 63, Mutual Funds, Capital Markets, Asset Allocation, Investment Strategies, Options
Education
California State University-Chico 2003 — 2006
BS, Financial Services
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2005 — 2005
Minor, International Business
Pleasant Valley High
HS
Scott F. O'Brien Jr. Scott F. O'Brien Jr.'s Fisher Investments Experience June 2013 - September 2013
Job President at Gracian Consulting
Industry Financial Services
Experience
Gracian Consulting January 2015 - Present
Chosen Payments of Orange County January 2015 - Present
PolyPay January 2014 - December 2014
Student Managed Portfolio Project September 2013 - June 2014
Fisher Investments June 2013 - September 2013
Cushman & Wakefield June 2012 - September 2012
Grubb & Ellis Landauer June 2011 - September 2011
Land Advisors Organization June 2010 - September 2010
Skills
Sales, Marketing, Real Estate, Microsoft Excel, Microsoft Office, Social Media, Financial Analysis, Finance, Management, Valuation, Commercial Real Estate, Customer Service, Leadership, Entrepreneurship, Merchant Services, PowerPoint, Social Media Marketing, Market Research, Microsoft Word, Real Estate Economics, Investments, Brokerage, Financial Modeling, Real Estate Financing, Disposition, Location Intelligence, Real Estate Development, Real Estate Transactions, Contract Negotiation, Budgets, Portfolio Management, Public Speaking, Team Leadership, Appraisals, Negotiation, Selling, Strategic Planning, Business Development, Start-ups, Corporate Real Estate, Data Analysis, Sales Management, Sales Motivation, Merchant Card Processing, Merchant Acquiring, Merchant Accounts, Electronic Payments, Social Commerce
Education
California Polytechnic State University-San Luis Obispo 2009 — 2014
Bachelor of Science (B.S.), Business Administration, Management and Operations and Financial Management Services
Santa Margarita Catholic High School 2005 — 2009
Bachelor of Science (B.S.), Finance and Financial Management Services
Gracian Consulting January 2015 - Present
Chosen Payments of Orange County January 2015 - Present
PolyPay January 2014 - December 2014
Student Managed Portfolio Project September 2013 - June 2014
Fisher Investments June 2013 - September 2013
Cushman & Wakefield June 2012 - September 2012
Grubb & Ellis Landauer June 2011 - September 2011
Land Advisors Organization June 2010 - September 2010
Skills
Sales, Marketing, Real Estate, Microsoft Excel, Microsoft Office, Social Media, Financial Analysis, Finance, Management, Valuation, Commercial Real Estate, Customer Service, Leadership, Entrepreneurship, Merchant Services, PowerPoint, Social Media Marketing, Market Research, Microsoft Word, Real Estate Economics, Investments, Brokerage, Financial Modeling, Real Estate Financing, Disposition, Location Intelligence, Real Estate Development, Real Estate Transactions, Contract Negotiation, Budgets, Portfolio Management, Public Speaking, Team Leadership, Appraisals, Negotiation, Selling, Strategic Planning, Business Development, Start-ups, Corporate Real Estate, Data Analysis, Sales Management, Sales Motivation, Merchant Card Processing, Merchant Acquiring, Merchant Accounts, Electronic Payments, Social Commerce
Education
California Polytechnic State University-San Luis Obispo 2009 — 2014
Bachelor of Science (B.S.), Business Administration, Management and Operations and Financial Management Services
Santa Margarita Catholic High School 2005 — 2009
Bachelor of Science (B.S.), Finance and Financial Management Services
Brandon Heiter's Fisher Investments Experience June 2014 - Present
Job Account Executive at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2014 - Present
Archway Technology Partners December 2013 - June 2014
Nom Nom Cart July 2012 - June 2014
Delta Faucet Company August 2013 - December 2013
Remy International March 2013 - August 2013
Skills
Microsoft Excel, Research, Marketing, PowerPoint, Public Speaking, Microsoft Office, Time Management, Microsoft Word, Coaching, Information Security, Social Media, Social Networking, Software Documentation, Event Planning, Management
Education
Butler University 2010 — 2014
Bachelor's degree, Management Information Systems, General
Butler University 2010 — 2014
Bachelors degree, Finance, General
Fisher Investments June 2014 - Present
Archway Technology Partners December 2013 - June 2014
Nom Nom Cart July 2012 - June 2014
Delta Faucet Company August 2013 - December 2013
Remy International March 2013 - August 2013
Skills
Microsoft Excel, Research, Marketing, PowerPoint, Public Speaking, Microsoft Office, Time Management, Microsoft Word, Coaching, Information Security, Social Media, Social Networking, Software Documentation, Event Planning, Management
Education
Butler University 2010 — 2014
Bachelor's degree, Management Information Systems, General
Butler University 2010 — 2014
Bachelors degree, Finance, General
Feroz Korimbocus, MBA's Fisher Investments Experience August 2007 - August 2010
Job Division Manager at Universal Protection Service
Industry Financial Services
Experience
Universal Services of America October 2013 - Present
BNY Mellon January 2013 - October 2013
BNY Mellon February 2011 - January 2013
Fisher Investments August 2007 - August 2010
Fisher Investments February 2006 - February 2007
Fisher Investments March 2005 - February 2006
Skills
Training, Data Analysis, Securities, Project Management, Financial Services, Investment Management, Investments, Finance, Microsoft Excel, Cross-functional Team..., Customer Service, CRM, Sales, Accounting, PowerPoint, Mutual Funds, Account Management, Management, Human Resources, Motivational Speaking
Education
California State University-East Bay 2010 — 2012
MBA
San Francisco State University, College of Business 2004 — 2007
Marketing
Universal Services of America October 2013 - Present
BNY Mellon January 2013 - October 2013
BNY Mellon February 2011 - January 2013
Fisher Investments August 2007 - August 2010
Fisher Investments February 2006 - February 2007
Fisher Investments March 2005 - February 2006
Skills
Training, Data Analysis, Securities, Project Management, Financial Services, Investment Management, Investments, Finance, Microsoft Excel, Cross-functional Team..., Customer Service, CRM, Sales, Accounting, PowerPoint, Mutual Funds, Account Management, Management, Human Resources, Motivational Speaking
Education
California State University-East Bay 2010 — 2012
MBA
San Francisco State University, College of Business 2004 — 2007
Marketing
Mitchell Evanier's Fisher Investments Experience July 2015 - Present
Job Account Executive at Fisher Investments
Industry
Experience
Fisher Investments July 2015 - Present
MINDBODY, Inc. May 2014 - August 2014
Evanier Consulting June 2013 - January 2014
Vector Marketing June 2011 - September 2011
Skills
Android Development, Mobile Devices, Web Development, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Leadership
Education
Cal Poly San Luis Obispo 2011 — 2015
High School, Finance, General
Fisher Investments July 2015 - Present
MINDBODY, Inc. May 2014 - August 2014
Evanier Consulting June 2013 - January 2014
Vector Marketing June 2011 - September 2011
Skills
Android Development, Mobile Devices, Web Development, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Leadership
Education
Cal Poly San Luis Obispo 2011 — 2015
High School, Finance, General
Katherine E. Parsons Katherine E. Parsons's Fisher Investments Experience October 2014 - Present
Job Finance, International Relations
Industry Financial Services
Experience
Fisher Investments October 2014 - Present
Michael Kors October 2013 - January 2014
Altea Resources June 2013 - September 2013
M.A.C. October 2007 - December 2011
Douglas O. Whitlock 2007 - 2009
Skills
Microsoft Office, International Relations, International..., Research, Policy Analysis, Politics, Leadership, French, Government, Editing, Nonprofits, Event Planning, Public Speaking, Economics, Energy Industry, English, Management
Education
American Graduate School in Paris 2012 — 2014
Master's of Arts (MA), International Relations and Diplomacy, International Law
University of Hawaii at Manoa 2006 — 2011
Bachelor of Arts (B.A.), Political Science major, Sociology minor
Clark College 2004 — 2006
Running Start for Highly Capable Students, Earned college credit in Business Law, Political Science, and others during high school
La Center High School 2002 — 2006
Diploma
Central Washington University 2005 — 2005
Evergreen Girls State Representative, American Government and Politics (United States)
Princeton University 2005 — 2005
Junior Statesman of America, Political Science and Government
Fisher Investments October 2014 - Present
Michael Kors October 2013 - January 2014
Altea Resources June 2013 - September 2013
M.A.C. October 2007 - December 2011
Douglas O. Whitlock 2007 - 2009
Skills
Microsoft Office, International Relations, International..., Research, Policy Analysis, Politics, Leadership, French, Government, Editing, Nonprofits, Event Planning, Public Speaking, Economics, Energy Industry, English, Management
Education
American Graduate School in Paris 2012 — 2014
Master's of Arts (MA), International Relations and Diplomacy, International Law
University of Hawaii at Manoa 2006 — 2011
Bachelor of Arts (B.A.), Political Science major, Sociology minor
Clark College 2004 — 2006
Running Start for Highly Capable Students, Earned college credit in Business Law, Political Science, and others during high school
La Center High School 2002 — 2006
Diploma
Central Washington University 2005 — 2005
Evergreen Girls State Representative, American Government and Politics (United States)
Princeton University 2005 — 2005
Junior Statesman of America, Political Science and Government
Alan Yates Alan Yates's Fisher Investments Experience May 2015 - Present
Job Account Executive at Fisher Investments
Industry Marketing and Advertising
Experience
Fisher Investments May 2015 - Present
Brigham Young University Hawaii October 2013 - December 2014
Riverview ChemDry May 2013 - August 2013
Brigham Young University Hawaii September 2012 - May 2013
Mt. Hood Community College September 2010 - June 2012
Mt. Hood Community College October 2010 - May 2012
Church of Jesus Christ of Latter-day Saints May 2008 - June 2010
Boy Scouts of America September 2002 - April 2006
Education
Brigham Young University - Hawaii 2012 — 2014
Business Management-Marketing, Junior
Mt. Hood Community College 2010 — 2012
Associate's degree, General Studies
Sandy High Scool 2003 — 2006
Fisher Investments May 2015 - Present
Brigham Young University Hawaii October 2013 - December 2014
Riverview ChemDry May 2013 - August 2013
Brigham Young University Hawaii September 2012 - May 2013
Mt. Hood Community College September 2010 - June 2012
Mt. Hood Community College October 2010 - May 2012
Church of Jesus Christ of Latter-day Saints May 2008 - June 2010
Boy Scouts of America September 2002 - April 2006
Education
Brigham Young University - Hawaii 2012 — 2014
Business Management-Marketing, Junior
Mt. Hood Community College 2010 — 2012
Associate's degree, General Studies
Sandy High Scool 2003 — 2006
Jacob Moelter Jacob Moelter's Fisher Investments Experience February 2011 - September 2012
Job Financial Analyst at PayLease
Industry Financial Services
Experience
PayLease March 2015 - Present
Market Street Partners December 2013 - March 2015
Market Street Partners September 2012 - December 2013
Fisher Investments February 2011 - September 2012
Hub Group July 2010 - November 2010
Skills
Access, Financial Analysis, Financial Modeling, Research, Data Analysis, Market Research, Microsoft Excel, Valuation, Analysis, Economics, Equities, Corporate Finance, Portfolio Management, Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Outlook, Event Planning, Finance, Accounting, Investor Relations, Asset Management
Education
California State Polytechnic University-Pomona
Bachelor of Science, Business Administration
PayLease March 2015 - Present
Market Street Partners December 2013 - March 2015
Market Street Partners September 2012 - December 2013
Fisher Investments February 2011 - September 2012
Hub Group July 2010 - November 2010
Skills
Access, Financial Analysis, Financial Modeling, Research, Data Analysis, Market Research, Microsoft Excel, Valuation, Analysis, Economics, Equities, Corporate Finance, Portfolio Management, Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Outlook, Event Planning, Finance, Accounting, Investor Relations, Asset Management
Education
California State Polytechnic University-Pomona
Bachelor of Science, Business Administration
Carlton Knox Carlton Knox's Fisher Investments Experience September 2005 - June 2006
Job Enterprise IT Project Manager ~ IT Governance ~ Cost Controls ~ Spanish
Industry Information Technology and Services
Experience
Blackhawk Network March 2012 - Present
First Republic Bank November 2009 - December 2011
A+ (for JBL) September 2008 - June 2009
CaseCentral July 2007 - August 2008
Fisher Investments September 2005 - June 2006
Fisher Investments July 2004 - August 2005
Merrill Lynch February 1999 - July 2004
Skills
ITIL, Program Management, Project Management, IT Management, Enterprise IT..., Process Improvement, Enterprise IT Project..., Vendor Management, Team Leadership, Disaster Recovery, Software Documentation, SharePoint, Management, Integration, CRM, VMware, Microsoft Office, MS Project, Virtualization, Customer Service, Windows Server, Leadership, Security, Active Directory, Team Building, Telecommunications, Business Process, Enterprise Software, IT Strategy, XP, Problem Solving, Strategy, Information Technology, Networking, Change Management, Contract Negotiation, IT Service Management, Windows XP, Project Planning, Testing, Business Analysis, Windows Server 2003, Staff Training, Developing KPIs, Resource Allocation, Needs Assessment, Call Center Operations, Release Management, Systems Evaluation, Cost Controls
Education
California State University-Sacramento
BA, History and Business
Blackhawk Network March 2012 - Present
First Republic Bank November 2009 - December 2011
A+ (for JBL) September 2008 - June 2009
CaseCentral July 2007 - August 2008
Fisher Investments September 2005 - June 2006
Fisher Investments July 2004 - August 2005
Merrill Lynch February 1999 - July 2004
Skills
ITIL, Program Management, Project Management, IT Management, Enterprise IT..., Process Improvement, Enterprise IT Project..., Vendor Management, Team Leadership, Disaster Recovery, Software Documentation, SharePoint, Management, Integration, CRM, VMware, Microsoft Office, MS Project, Virtualization, Customer Service, Windows Server, Leadership, Security, Active Directory, Team Building, Telecommunications, Business Process, Enterprise Software, IT Strategy, XP, Problem Solving, Strategy, Information Technology, Networking, Change Management, Contract Negotiation, IT Service Management, Windows XP, Project Planning, Testing, Business Analysis, Windows Server 2003, Staff Training, Developing KPIs, Resource Allocation, Needs Assessment, Call Center Operations, Release Management, Systems Evaluation, Cost Controls
Education
California State University-Sacramento
BA, History and Business
Adele Young, CFA, AIF® Adele Young, CFA, AIF®'s Fisher Investments Experience 2006 - 2009
Job Portfolio Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2011 - Present
McCullough & Associates, LLC 2009 - 2011
Fisher Investments 2006 - 2009
EFCI DESIGNS 2005 - 2006
Apple 2004 - 2004
Morgan Stanley 2003 - 2003
KIRLIN SECURITIES 2002 - 2002
Skills
Fiduciary Responsibility, Portfolio Management, Financial Analysis, Investments, Wealth Management, Asset Allocation, Asset Management, Equities, Estate Planning, Fiduciary, Financial Advisory, Finance, Financial Modeling, Leadership, Management, Retirement, Risk Management, Strategy, Training, Insurance, Corporate Finance
Education
Burlingame High School
California Polytechnic State University-San Luis Obispo
Business Administration, Finance & International Management, Minor in Economics
TIAA-CREF 2011 - Present
McCullough & Associates, LLC 2009 - 2011
Fisher Investments 2006 - 2009
EFCI DESIGNS 2005 - 2006
Apple 2004 - 2004
Morgan Stanley 2003 - 2003
KIRLIN SECURITIES 2002 - 2002
Skills
Fiduciary Responsibility, Portfolio Management, Financial Analysis, Investments, Wealth Management, Asset Allocation, Asset Management, Equities, Estate Planning, Fiduciary, Financial Advisory, Finance, Financial Modeling, Leadership, Management, Retirement, Risk Management, Strategy, Training, Insurance, Corporate Finance
Education
Burlingame High School
California Polytechnic State University-San Luis Obispo
Business Administration, Finance & International Management, Minor in Economics
Allie Utchel's Fisher Investments Experience July 2014 - August 2015
Job Product Management Associate RFP
Industry Financial Services
Experience
Nuveen Investments August 2015 - Present
Fisher Investments July 2014 - August 2015
Aerospace Dept, Cal Poly September 2011 - June 2014
Shook & Stone, Chtd. June 2013 - August 2013
Victoria's Secret May 2012 - June 2013
Kidfixers Pediatrics October 2008 - July 2010
Skills
PowerPoint, Sales, Time Management, Access, Social Networking, Customer Service, Teamwork, Microsoft Office, Event Planning, Eviews, Microsoft Publisher, Microsoft Excel, Due Diligence, Financial Analysis, Communication, Business Development
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Economics, Finance
Nuveen Investments August 2015 - Present
Fisher Investments July 2014 - August 2015
Aerospace Dept, Cal Poly September 2011 - June 2014
Shook & Stone, Chtd. June 2013 - August 2013
Victoria's Secret May 2012 - June 2013
Kidfixers Pediatrics October 2008 - July 2010
Skills
PowerPoint, Sales, Time Management, Access, Social Networking, Customer Service, Teamwork, Microsoft Office, Event Planning, Eviews, Microsoft Publisher, Microsoft Excel, Due Diligence, Financial Analysis, Communication, Business Development
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Economics, Finance
Marissa Mirbach's Fisher Investments Experience June 2014 - August 2014
Job CoLeader of impACT
Industry
Experience
Kravis Leadership Institute May 2013 - Present
Claremont McKenna College September 2012 - Present
Intuit June 2015 - August 2015
Fisher Investments June 2014 - August 2014
Bureau of Jewish Education June 2013 - August 2013
Women Count May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Highly self-motivated, Interviewing Skills, Marketing, Writing, Nonprofits, French
Education
Claremont McKenna College 2012 — 2016
Bachelor of Arts (B.A.), Government and French Dual Major
Kravis Leadership Institute May 2013 - Present
Claremont McKenna College September 2012 - Present
Intuit June 2015 - August 2015
Fisher Investments June 2014 - August 2014
Bureau of Jewish Education June 2013 - August 2013
Women Count May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Highly self-motivated, Interviewing Skills, Marketing, Writing, Nonprofits, French
Education
Claremont McKenna College 2012 — 2016
Bachelor of Arts (B.A.), Government and French Dual Major
Jessica (Satterwhite) Wieber Jessica (Satterwhite) Wieber's Fisher Investments Experience September 2014 - Present
Job Client Programs Specialist at Fisher Investments
Industry Events Services
Experience
Jessica Wieber Events November 2014 - Present
Fisher Investments September 2014 - Present
Fisher Investments December 2012 - September 2014
Cass Winery March 2012 - December 2012
Zuora June 2012 - August 2012
Embassy Suites September 2011 - April 2012
Cal Poly Recreation, Parks, and Tourism Administration's 35th Annual Dinner & Auction September 2011 - February 2012
Good Technology June 2011 - September 2011
newScale June 2010 - August 2010
Skills
Go Getter, Tenacious, Organized, Event Planning, Special Events, Hospitality, Corporate Events, iPhoto, Photoshop, InDesign, Adobe Creative Suite, PowerPoint, Entourage, Word, Excel, Marketing Communications, Event Management, Microsoft Excel, Microsoft Word, Facebook, Trade Shows, Customer Service, Sales, Public Speaking
Education
California Polytechnic State University-San Luis Obispo 2009 — 2012
2013 Bachelor in Science, Recreation, Parks, Tourism Administration: Hospitality, Tourism, & Event Management, Alumni
Jessica Wieber Events November 2014 - Present
Fisher Investments September 2014 - Present
Fisher Investments December 2012 - September 2014
Cass Winery March 2012 - December 2012
Zuora June 2012 - August 2012
Embassy Suites September 2011 - April 2012
Cal Poly Recreation, Parks, and Tourism Administration's 35th Annual Dinner & Auction September 2011 - February 2012
Good Technology June 2011 - September 2011
newScale June 2010 - August 2010
Skills
Go Getter, Tenacious, Organized, Event Planning, Special Events, Hospitality, Corporate Events, iPhoto, Photoshop, InDesign, Adobe Creative Suite, PowerPoint, Entourage, Word, Excel, Marketing Communications, Event Management, Microsoft Excel, Microsoft Word, Facebook, Trade Shows, Customer Service, Sales, Public Speaking
Education
California Polytechnic State University-San Luis Obispo 2009 — 2012
2013 Bachelor in Science, Recreation, Parks, Tourism Administration: Hospitality, Tourism, & Event Management, Alumni
Ozobiara Umeh Ozobiara Umeh's Fisher Investments Experience November 2013 - April 2015
Job Junior Associate at Fisher Investments
Industry Sports
Experience
Berkshire Hathaway August 2015 - Present
Fisher Investments November 2013 - April 2015
RadiumOne Inc. May 2013 - August 2013
Lombardi Sports December 2012 - May 2013
Gioia Pizzeria, Italian December 2012 - February 2013
Columbia Sportswear 2010 - 2011
CSU Channel Islands August 2008 - February 2010
Skills
Social Media Marketing, Marketing, Sales, Fashion, Social Media, Purchasing, Event Planning, Microsoft Office, Social Networking, Customer Service, PowerPoint, Public Speaking, Microsoft Word, Microsoft Excel, Photoshop, Leadership, Facebook, Research, Time Management, Event Management, Public Relations, Market Research, Marketing Strategy, Advertising, Marketing Communications, Salesforce, Online Marketing, Management, Salesforce.com
Education
California State University-Channel Islands 2008 — 2012
Berkshire Hathaway August 2015 - Present
Fisher Investments November 2013 - April 2015
RadiumOne Inc. May 2013 - August 2013
Lombardi Sports December 2012 - May 2013
Gioia Pizzeria, Italian December 2012 - February 2013
Columbia Sportswear 2010 - 2011
CSU Channel Islands August 2008 - February 2010
Skills
Social Media Marketing, Marketing, Sales, Fashion, Social Media, Purchasing, Event Planning, Microsoft Office, Social Networking, Customer Service, PowerPoint, Public Speaking, Microsoft Word, Microsoft Excel, Photoshop, Leadership, Facebook, Research, Time Management, Event Management, Public Relations, Market Research, Marketing Strategy, Advertising, Marketing Communications, Salesforce, Online Marketing, Management, Salesforce.com
Education
California State University-Channel Islands 2008 — 2012
Dominic Daley Dominic Daley's Fisher Investments Experience June 2013 - October 2014
Job Growth at Gusto (formerly ZenPayroll)
Industry Financial Services
Experience
Gusto (formerly ZenPayroll) July 2015 - Present
Commonwealth Foreign Exchange October 2014 - July 2015
Fisher Investments June 2013 - October 2014
Lewis Financial June 2012 - June 2013
The Law Office of Vaughn C. Taus September 2011 - June 2012
Division I Collegiate Athlete August 2009 - May 2011
Skills
Access, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Leadership, Social Media, Time Management, Research, Social Networking, Event Planning
Education
Cal Poly San Luis Obispo 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
De La Salle High School
De La Salle High School
Gusto (formerly ZenPayroll) July 2015 - Present
Commonwealth Foreign Exchange October 2014 - July 2015
Fisher Investments June 2013 - October 2014
Lewis Financial June 2012 - June 2013
The Law Office of Vaughn C. Taus September 2011 - June 2012
Division I Collegiate Athlete August 2009 - May 2011
Skills
Access, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Leadership, Social Media, Time Management, Research, Social Networking, Event Planning
Education
Cal Poly San Luis Obispo 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
De La Salle High School
De La Salle High School
Cristian Iglecias Cristian Iglecias's Fisher Investments Experience December 2001 - April 2004
Job Script Consultant at Bron Studios
Industry Entertainment
Experience
Bron Studios June 2015 - Present
Garlin Pictures / Independent August 2010 - Present
David Tunkl Fine Art August 2010 - February 2015
Morgan Stanley Smith Barney April 2004 - August 2010
Fisher Investments December 2001 - April 2004
MTV September 2000 - January 2001
Club Med October 1999 - September 2000
Red Hour Films May 1999 - September 1999
Skills
Series 7, Television, New Business Development, Social Media, Management, Film, Start-ups, Marketing, Research, Film Production, Creative Writing, Commercials, Music Supervision, Photography, Sales, Entertainment, Training, Digital Media, Radio, Voice Acting, Script Coverage, Script Notes, Pitch Development, Pitching Stories, Writing, Film Criticism, Film Festivals, Script Supervision, Operations Management, Office Management, Production Managment, Producing, Post Production, Screenwriting, Camera, Content Development, Blogging, Feature Films, Copywriting, Final Cut Pro, Video Production, New Media
Education
University of California, Santa Barbara 1993 — 1995
Psychology
California State University-Northridge 1996 — 1999
Bachelor of Arts (BA), Literature & Creative Writing
Santa Monica College 2006 — 2007
Photography
Los Angeles Valley College 2010 — 2010
Emergency Medical Technology/Technician (EMT Paramedic)
Bron Studios June 2015 - Present
Garlin Pictures / Independent August 2010 - Present
David Tunkl Fine Art August 2010 - February 2015
Morgan Stanley Smith Barney April 2004 - August 2010
Fisher Investments December 2001 - April 2004
MTV September 2000 - January 2001
Club Med October 1999 - September 2000
Red Hour Films May 1999 - September 1999
Skills
Series 7, Television, New Business Development, Social Media, Management, Film, Start-ups, Marketing, Research, Film Production, Creative Writing, Commercials, Music Supervision, Photography, Sales, Entertainment, Training, Digital Media, Radio, Voice Acting, Script Coverage, Script Notes, Pitch Development, Pitching Stories, Writing, Film Criticism, Film Festivals, Script Supervision, Operations Management, Office Management, Production Managment, Producing, Post Production, Screenwriting, Camera, Content Development, Blogging, Feature Films, Copywriting, Final Cut Pro, Video Production, New Media
Education
University of California, Santa Barbara 1993 — 1995
Psychology
California State University-Northridge 1996 — 1999
Bachelor of Arts (BA), Literature & Creative Writing
Santa Monica College 2006 — 2007
Photography
Los Angeles Valley College 2010 — 2010
Emergency Medical Technology/Technician (EMT Paramedic)
Nick Boro Nick Boro's Fisher Investments Experience April 2013 - Present
Job Accounting Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2013 - Present
TLR - Total Logistics Resource, Inc. July 2011 - March 2013
Macy's October 2011 - December 2012
Mt. Bachelor, Inc. March 2011 - April 2011
Merrill Lynch December 2010 - December 2010
MTE Electrical Contractors September 2010 - October 2010
Sustainable Business Group April 2009 - June 2010
Bend Oregon Investments April 2005 - March 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Access, Outlook, QuickBooks, Accounts Payable, Customer Service, Research, Accounting, Teamwork, Analytical Skills, Computer Proficiency, Pivot Tables, Finance, Facebook, Logistics, Administrative..., Financial Analysis, Sales, Data Analysis, Invoicing, Leadership, Payroll, General Ledger, Analysis, Accounts Receivable, Spreadsheets, Recruiting, Inventory Management, Training
Education
University of Oregon 2007 — 2010
BS, Business Administration, Finance, Economics
Central Oregon Community College 2006 — 2007
Business Administration
Fisher Investments April 2013 - Present
TLR - Total Logistics Resource, Inc. July 2011 - March 2013
Macy's October 2011 - December 2012
Mt. Bachelor, Inc. March 2011 - April 2011
Merrill Lynch December 2010 - December 2010
MTE Electrical Contractors September 2010 - October 2010
Sustainable Business Group April 2009 - June 2010
Bend Oregon Investments April 2005 - March 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Access, Outlook, QuickBooks, Accounts Payable, Customer Service, Research, Accounting, Teamwork, Analytical Skills, Computer Proficiency, Pivot Tables, Finance, Facebook, Logistics, Administrative..., Financial Analysis, Sales, Data Analysis, Invoicing, Leadership, Payroll, General Ledger, Analysis, Accounts Receivable, Spreadsheets, Recruiting, Inventory Management, Training
Education
University of Oregon 2007 — 2010
BS, Business Administration, Finance, Economics
Central Oregon Community College 2006 — 2007
Business Administration
Rehman Rashid Rehman Rashid's Fisher Investments Experience 2003 - 2005
Job Corporate Strategy and Financial Services Professional
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Wells Fargo Securities 2012 - 2013
BlackRock 2005 - 2010
Fisher Investments 2003 - 2005
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Valuation, Bloomberg, Investments, Financial Services, Portfolio Management, Investment Banking, Corporate Finance, Investment Strategies, Financial Analysis, Competitive Analysis, Securities, Finance, Mutual Funds, Equities, Asset Allocation, Analysis, Investment Management, Mergers & Acquisitions, Asset Management, Mergers, Hedge Funds, IPO, Financial Markets, Financial Reporting, Capital Markets, Industry Analysis, Factset, Start-ups, Oracle, SQL, ERP, Salesforce.com, Business Strategy, Due Diligence, Strategy
Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance and Accounting
University of California, Berkeley
B.A., Legal Studies with minor in Business Administration
Charles Schwab August 2014 - Present
Wells Fargo Securities 2012 - 2013
BlackRock 2005 - 2010
Fisher Investments 2003 - 2005
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Valuation, Bloomberg, Investments, Financial Services, Portfolio Management, Investment Banking, Corporate Finance, Investment Strategies, Financial Analysis, Competitive Analysis, Securities, Finance, Mutual Funds, Equities, Asset Allocation, Analysis, Investment Management, Mergers & Acquisitions, Asset Management, Mergers, Hedge Funds, IPO, Financial Markets, Financial Reporting, Capital Markets, Industry Analysis, Factset, Start-ups, Oracle, SQL, ERP, Salesforce.com, Business Strategy, Due Diligence, Strategy
Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance and Accounting
University of California, Berkeley
B.A., Legal Studies with minor in Business Administration
Chris Vogt Chris Vogt's Fisher Investments Experience September 2013 - Present
Job Global Custody Management Specialist at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2013 - Present
Fisher Investments September 2012 - September 2013
Western Construction Services, Inc. April 2011 - September 2012
Charles Pankow Builders September 2008 - September 2010
Skills
Organization, Time Management, Microsoft Technologies, AutoCAD, Revit, Navisworks, Crystal Reports, Suretrack, Timberline Accounting, Sage Timberline Office, Communication, Contract Negotiation, Contract Management, RFI, Submittals, Job Scheduling, Scopes Of Work, Manage Client..., Project Coordination, Project Management
Education
Central Washington University 2004 — 2008
Bachelor of Science (BS), Construction Management
Fisher Investments September 2013 - Present
Fisher Investments September 2012 - September 2013
Western Construction Services, Inc. April 2011 - September 2012
Charles Pankow Builders September 2008 - September 2010
Skills
Organization, Time Management, Microsoft Technologies, AutoCAD, Revit, Navisworks, Crystal Reports, Suretrack, Timberline Accounting, Sage Timberline Office, Communication, Contract Negotiation, Contract Management, RFI, Submittals, Job Scheduling, Scopes Of Work, Manage Client..., Project Coordination, Project Management
Education
Central Washington University 2004 — 2008
Bachelor of Science (BS), Construction Management
Courtney McClintock's Fisher Investments Experience August 2014 - Present
Job at
Industry Financial Services
Experience
Fisher Investments August 2014 - Present
Fisher Investments September 2013 - August 2014
Flashbay Inc July 2012 - June 2013
Knox General Insurance Brokers September 2011 - May 2012
City of San Jose June 2009 - August 2011
Gamma Phi Beta Sorority January 2010 - December 2010
Skills
Social Networking, Event Planning, PowerPoint, Microsoft Office, Facebook, Social Media, Social Media Marketing, Customer Service, Microsoft Excel, Sales, Marketing, Research, Microsoft Word, Salesforce.com, Time Management, Word, Outlook, Leadership Development, Team Leadership, Public Relations, Leadership, Excel, NetSuite, Business Analysis
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Business Administration
University of Limerick
Study Abroad
Fisher Investments August 2014 - Present
Fisher Investments September 2013 - August 2014
Flashbay Inc July 2012 - June 2013
Knox General Insurance Brokers September 2011 - May 2012
City of San Jose June 2009 - August 2011
Gamma Phi Beta Sorority January 2010 - December 2010
Skills
Social Networking, Event Planning, PowerPoint, Microsoft Office, Facebook, Social Media, Social Media Marketing, Customer Service, Microsoft Excel, Sales, Marketing, Research, Microsoft Word, Salesforce.com, Time Management, Word, Outlook, Leadership Development, Team Leadership, Public Relations, Leadership, Excel, NetSuite, Business Analysis
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Business Administration
University of Limerick
Study Abroad
Aaron Von Reuter's Fisher Investments Experience October 2011 - May 2012
Job Project Manager at PREM Group
Industry Computer Software
Experience
PREM Group June 2013 - Present
PortlandWeb July 2003 - Present
PREM Group January 2013 - May 2013
Flying Rhinocerous March 2008 - January 2013
Fisher Investments October 2011 - May 2012
Skills
SQL, Python, HTML 5, Project Management, Sales, Flash, Photoshop, Strategic Communications, Entrepreneurship, Social Media, Technical Documentation, PHP, Zend Framework, Salesforce.com..., Salesforce.com Developer, MySQL, phpMyAdmin, ActionScript, JavaScript, jQuery, jQuery Mobile, Flash Media Server, CSS, Dreamweaver, Flash Builder, Flex, Facebook API, Twitter, Google API, Streaming Media, Live Streaming, Apache, Linux, PEAR, Start-ups, Mobile Applications, Web Development, Management, HTML5
Education
Clark College 2002 — 2004
N/A, Software Dev.
PREM Group June 2013 - Present
PortlandWeb July 2003 - Present
PREM Group January 2013 - May 2013
Flying Rhinocerous March 2008 - January 2013
Fisher Investments October 2011 - May 2012
Skills
SQL, Python, HTML 5, Project Management, Sales, Flash, Photoshop, Strategic Communications, Entrepreneurship, Social Media, Technical Documentation, PHP, Zend Framework, Salesforce.com..., Salesforce.com Developer, MySQL, phpMyAdmin, ActionScript, JavaScript, jQuery, jQuery Mobile, Flash Media Server, CSS, Dreamweaver, Flash Builder, Flex, Facebook API, Twitter, Google API, Streaming Media, Live Streaming, Apache, Linux, PEAR, Start-ups, Mobile Applications, Web Development, Management, HTML5
Education
Clark College 2002 — 2004
N/A, Software Dev.
Kim Shickel's Fisher Investments Experience August 2012 - Present
Job Vice President, Client Services at Fisher Investments
Industry Investment Management
Experience
Fisher Investments August 2012 - Present
Fisher Investments January 1999 - August 2012
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
BS, Agricultural Business
Santa Catalina School
Fisher Investments August 2012 - Present
Fisher Investments January 1999 - August 2012
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
BS, Agricultural Business
Santa Catalina School
Robert Palu's Fisher Investments Experience May 2011 - August 2011
Job Client Special at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2011 - Present
Fisher Investments May 2011 - August 2011
Cable & Kilpatrick January 2010 - August 2010
Pi Kappa Alpha September 2008 - May 2009
St. Baldrick's Foundation January 2009 - April 2009
Board Walk Auto Center May 2005 - September 2007
Skills
Event Planning, Commercial Lending, Commercial Real Estate, Sales, Sales Operations, Finance, Client Relations Skills, Real Estate License, Social Media Marketing, Time Management, Selling, Microsoft Excel, Real Estate
Education
California State University-Sacramento 2006 — 2009
Bachelor of Science, Finance, Real Estate Development
North Star Academy 1995 — 2000
JPMorgan Chase August 2011 - Present
Fisher Investments May 2011 - August 2011
Cable & Kilpatrick January 2010 - August 2010
Pi Kappa Alpha September 2008 - May 2009
St. Baldrick's Foundation January 2009 - April 2009
Board Walk Auto Center May 2005 - September 2007
Skills
Event Planning, Commercial Lending, Commercial Real Estate, Sales, Sales Operations, Finance, Client Relations Skills, Real Estate License, Social Media Marketing, Time Management, Selling, Microsoft Excel, Real Estate
Education
California State University-Sacramento 2006 — 2009
Bachelor of Science, Finance, Real Estate Development
North Star Academy 1995 — 2000
Lynnetta Zuzow, MST Lynnetta Zuzow, MST's Fisher Investments Experience February 2006 - March 2008
Job Accountant at Kasarjian & Company, CPAs
Industry Accounting
Experience
Kasarjian & Company, CPA's August 2012 - Present
Radakovich, Shaw & Blythe August 2011 - January 2012
Glenn Burdette January 2011 - April 2011
Paso Robles Event Center March 2008 - September 2010
Fisher Investments February 2006 - March 2008
National Mailing Services, Inc. September 2005 - February 2006
California Culinary Academy August 2004 - September 2005
Santa Cruz Chiropractic 2002 - 2004
Skills
Accounts Payable, Payroll, Account Reconciliation, General Ledger, Invoicing, Microsoft Excel, Tax, QuickBooks, Great Plains Software, Journal Entries, Accounting, Tax Preparation, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 2010 — 2011
Master's in Accounting, Taxation
University of California, Santa Cruz 2000 — 2002
BA, Mathematics
Cabrillo College
Kasarjian & Company, CPA's August 2012 - Present
Radakovich, Shaw & Blythe August 2011 - January 2012
Glenn Burdette January 2011 - April 2011
Paso Robles Event Center March 2008 - September 2010
Fisher Investments February 2006 - March 2008
National Mailing Services, Inc. September 2005 - February 2006
California Culinary Academy August 2004 - September 2005
Santa Cruz Chiropractic 2002 - 2004
Skills
Accounts Payable, Payroll, Account Reconciliation, General Ledger, Invoicing, Microsoft Excel, Tax, QuickBooks, Great Plains Software, Journal Entries, Accounting, Tax Preparation, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 2010 — 2011
Master's in Accounting, Taxation
University of California, Santa Cruz 2000 — 2002
BA, Mathematics
Cabrillo College
Chris Van Dyne Chris Van Dyne's Fisher Investments Experience 2002 - 2004
Job Premium Seat Sales Manager at Oakland Athletics
Industry Sports
Experience
Oakland Athletics September 2009 - Present
Oakland Athletics September 2004 - September 2009
Oakland Athletics November 2003 - September 2004
Fisher Investments 2002 - 2004
Skills
Microsoft Office, Sales Management, NetSuite, Customer Relations, Problem Solving, Negotiation, Hospitality Management, Data Analysis, Customer Service, Excel, Word, PowerPoint, Management Science, Analysis, Outlook, Mentoring, Coaching, New Business Development, Microsoft CRM, Operations Research, Marketing Strategy, Microsoft Word, Microsoft Excel, Product Development, Marketing, Account Management, Event Management, Sales, Social Networking, Salesforce.com, Management
Education
California State University-East Bay 2009 — 2011
MBA, Information Technology
University of California, Santa Barbara 1997 — 2001
BS, Business/Economics & Global Studies
Oakland Athletics September 2009 - Present
Oakland Athletics September 2004 - September 2009
Oakland Athletics November 2003 - September 2004
Fisher Investments 2002 - 2004
Skills
Microsoft Office, Sales Management, NetSuite, Customer Relations, Problem Solving, Negotiation, Hospitality Management, Data Analysis, Customer Service, Excel, Word, PowerPoint, Management Science, Analysis, Outlook, Mentoring, Coaching, New Business Development, Microsoft CRM, Operations Research, Marketing Strategy, Microsoft Word, Microsoft Excel, Product Development, Marketing, Account Management, Event Management, Sales, Social Networking, Salesforce.com, Management
Education
California State University-East Bay 2009 — 2011
MBA, Information Technology
University of California, Santa Barbara 1997 — 2001
BS, Business/Economics & Global Studies
Deglin Kenealy Deglin Kenealy's Fisher Investments Experience 1993 - 2004
Job Chief Executive Officer at Osborne Partners Capital Management
Industry Financial Services
Experience
Osborne Partners Capital Management July 2010 - Present
Fitness Anywhere, Inc. 2008 - Present
Menlo Park Atherton Education Foundation 2007 - 2009
Fisher Investments 1993 - 2004
Skills
Strategy, Start-ups, Turn Around Management, Public Speaking, Sales, Management, Entrepreneurship, Leadership, Strategic Planning, Venture Capital, Investments, Fundraising, Sales Management, Coaching, Budgets
Education
Stanford University Graduate School of Business 2006 — 2007
Masters
California State Polytechnic University-Pomona 1986 — 1991
Bachelor of Science
Damien High School
Osborne Partners Capital Management July 2010 - Present
Fitness Anywhere, Inc. 2008 - Present
Menlo Park Atherton Education Foundation 2007 - 2009
Fisher Investments 1993 - 2004
Skills
Strategy, Start-ups, Turn Around Management, Public Speaking, Sales, Management, Entrepreneurship, Leadership, Strategic Planning, Venture Capital, Investments, Fundraising, Sales Management, Coaching, Budgets
Education
Stanford University Graduate School of Business 2006 — 2007
Masters
California State Polytechnic University-Pomona 1986 — 1991
Bachelor of Science
Damien High School
Charla Pola Charla Pola's Fisher Investments Experience September 2007 - January 2009
Job Account Executive, Pardot at Salesforce.com
Industry Computer Software
Experience
Salesforce April 2015 - Present
Salesforce.com August 2013 - April 2015
Salesforce July 2012 - July 2013
Salesforce.com June 2010 - July 2012
Salesforce.com January 2009 - May 2010
Fisher Investments September 2007 - January 2009
Fisher Investments 2006 - 2007
Skills
Strategy, Sales, Salesforce.com, Cloud Computing, Marketing, Business Development, Customer Service, Temporary Placement, CRM, Leadership, SaaS, Sales Process, Solution Selling
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
BS
Salesforce April 2015 - Present
Salesforce.com August 2013 - April 2015
Salesforce July 2012 - July 2013
Salesforce.com June 2010 - July 2012
Salesforce.com January 2009 - May 2010
Fisher Investments September 2007 - January 2009
Fisher Investments 2006 - 2007
Skills
Strategy, Sales, Salesforce.com, Cloud Computing, Marketing, Business Development, Customer Service, Temporary Placement, CRM, Leadership, SaaS, Sales Process, Solution Selling
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
BS
Dan Dunkley Dan Dunkley's Fisher Investments Experience August 2013 - December 2014
Job MBA Candidate at Santa Clara University
Industry Financial Services
Experience
Santa Clara University September 2014 - Present
Landcastle Real Estate, Inc. January 2014 - Present
Fisher Investments August 2013 - December 2014
Fisher Investments July 2012 - August 2013
Fisher Investments June 2010 - July 2012
Skills
Investments, Marketing, Financial Modeling, Portfolio Management, Sales, CRM, Business Development, Equities, Leadership, Management, Finance
Education
Santa Clara University - Leavey School of Business 2014 — 2016
Master of Business Administration (MBA)
California Polytechnic State University-San Luis Obispo 2002 — 2007
Bachelors Degree, Economics, Real Property Development
The London School of Economics and Political Science (LSE) 2004 — 2005
General Course, Economics
Santa Clara University September 2014 - Present
Landcastle Real Estate, Inc. January 2014 - Present
Fisher Investments August 2013 - December 2014
Fisher Investments July 2012 - August 2013
Fisher Investments June 2010 - July 2012
Skills
Investments, Marketing, Financial Modeling, Portfolio Management, Sales, CRM, Business Development, Equities, Leadership, Management, Finance
Education
Santa Clara University - Leavey School of Business 2014 — 2016
Master of Business Administration (MBA)
California Polytechnic State University-San Luis Obispo 2002 — 2007
Bachelors Degree, Economics, Real Property Development
The London School of Economics and Political Science (LSE) 2004 — 2005
General Course, Economics
Ryan Rancatore Ryan Rancatore's Fisher Investments Experience September 2006 - December 2007
Job Advertising Campaign Integration Manager
Industry Marketing and Advertising
Experience
Franklin Templeton Investments February 2010 - Present
Franklin Templeton Investments December 2007 - February 2010
Fisher Investments September 2006 - December 2007
VB Golf May 1999 - August 2004
Skills
Copywriting, Creative Development, Personal Branding, Advertising, Online Marketing, Digital Marketing, Social Media Marketing, Corporate Branding, Social Media, Creative Direction, Integrated Marketing, Marketing, Online Advertising, Strategy, Management, Marketing Communications, Email Marketing, Competitive Analysis, Media Planning, Brand Development, SEO
Education
San Jose State University 2004 — 2006
Bachelor's, Management, College of Business
California State University-San Marcos - College of Business Administration 2002 — 2004
Management
Franklin Templeton Investments February 2010 - Present
Franklin Templeton Investments December 2007 - February 2010
Fisher Investments September 2006 - December 2007
VB Golf May 1999 - August 2004
Skills
Copywriting, Creative Development, Personal Branding, Advertising, Online Marketing, Digital Marketing, Social Media Marketing, Corporate Branding, Social Media, Creative Direction, Integrated Marketing, Marketing, Online Advertising, Strategy, Management, Marketing Communications, Email Marketing, Competitive Analysis, Media Planning, Brand Development, SEO
Education
San Jose State University 2004 — 2006
Bachelor's, Management, College of Business
California State University-San Marcos - College of Business Administration 2002 — 2004
Management
Andrea Symons Andrea Symons's Fisher Investments Experience July 1997 - December 1998
Job Coordinator III, Service Material Planner
Industry Medical Devices
Experience
Boston Scientific September 2005 - Present
Labcyte Inc. 2015 - 2015
Crossroads February 2007 - February 2008
Applied Biosystems 1999 - 2005
Fisher Investments July 1997 - December 1998
Skills
Medical Devices, Capital Equipment, Biotechnology, Process Improvement, SAP, Customer Service, Project Management, Microsoft Excel, Purchasing, Outlook, Inventory Management, Management, Program Management, Software Documentation, Analysis
Education
Cal State Hayward 1996 — 1998
BS, Finance
College of San Mateo 1993 — 1996
AA, Liberal
Boston Scientific September 2005 - Present
Labcyte Inc. 2015 - 2015
Crossroads February 2007 - February 2008
Applied Biosystems 1999 - 2005
Fisher Investments July 1997 - December 1998
Skills
Medical Devices, Capital Equipment, Biotechnology, Process Improvement, SAP, Customer Service, Project Management, Microsoft Excel, Purchasing, Outlook, Inventory Management, Management, Program Management, Software Documentation, Analysis
Education
Cal State Hayward 1996 — 1998
BS, Finance
College of San Mateo 1993 — 1996
AA, Liberal
Ritz Campbell Ritz Campbell's Fisher Investments Experience February 2005 - June 2006
Job Program Manager at Google
Industry Internet
Experience
Google November 2010 - Present
CBS Interactive June 2006 - November 2010
Fisher Investments February 2005 - June 2006
LA Party Bus July 2004 - February 2005
Skills
Program Management, Agile Methodologies, E-commerce, Agile Project Management, Product Management, Project Management, Cross-functional Team..., Management, Business Process, Change Management, Integration, Data Center
Education
California State Polytechnic University-Pomona 1999 — 2004
Bachelor of Science (B.S.), Economics
New Technology High School
Google November 2010 - Present
CBS Interactive June 2006 - November 2010
Fisher Investments February 2005 - June 2006
LA Party Bus July 2004 - February 2005
Skills
Program Management, Agile Methodologies, E-commerce, Agile Project Management, Product Management, Project Management, Cross-functional Team..., Management, Business Process, Change Management, Integration, Data Center
Education
California State Polytechnic University-Pomona 1999 — 2004
Bachelor of Science (B.S.), Economics
New Technology High School
Jonathan Crocker Jonathan Crocker's Fisher Investments Experience July 2014 - Present
Job Investment Counselor
Industry Investment Management
Experience
Fisher Investments July 2014 - Present
Education
University of Phoenix 2009 — 2011
BS - Business, Accounting
California Baptist University 2003 — 2006
Fisher Investments July 2014 - Present
Education
University of Phoenix 2009 — 2011
BS - Business, Accounting
California Baptist University 2003 — 2006
Haochen Zumbrum Haochen Zumbrum's Fisher Investments Experience October 2013 - Present
Job Marketing @ Fisher Investments
Industry Financial Services
Experience
Fisher Investments October 2013 - Present
Marketingship Inc. July 2011 - July 2012
North Carolina Chinese Business Association July 2011 - July 2012
Duke University Medical Center November 2010 - May 2011
The National Library of China August 2010 - August 2010
The 6th biennial conference of International Society of Critical Health Psychology July 2009 - July 2009
Northern State University January 2009 - May 2009
IRS December 2008 - April 2009
Beijing Organizing Committee for the Olympic Games October 2006 - July 2008
Skills
Competitive Analysis, Market Research, SEO, Leadership, CRM, Google Analytics, Product Management, Entrepreneurship, Email Marketing, Data Analysis, User Experience, A/B testing, China Business..., SQL, Access
Education
Duke University - The Fuqua School of Business 2010 — 2011
Master, Master of Management in Clinical Informatics (MMCi)
Capital University of Economics and Business 2006 — 2010
Bachelor of Arts (B.A.), Business English, GPA: 4.0/4.0
Northern State University 2008 — 2009
Business Administration and Management
Fisher Investments October 2013 - Present
Marketingship Inc. July 2011 - July 2012
North Carolina Chinese Business Association July 2011 - July 2012
Duke University Medical Center November 2010 - May 2011
The National Library of China August 2010 - August 2010
The 6th biennial conference of International Society of Critical Health Psychology July 2009 - July 2009
Northern State University January 2009 - May 2009
IRS December 2008 - April 2009
Beijing Organizing Committee for the Olympic Games October 2006 - July 2008
Skills
Competitive Analysis, Market Research, SEO, Leadership, CRM, Google Analytics, Product Management, Entrepreneurship, Email Marketing, Data Analysis, User Experience, A/B testing, China Business..., SQL, Access
Education
Duke University - The Fuqua School of Business 2010 — 2011
Master, Master of Management in Clinical Informatics (MMCi)
Capital University of Economics and Business 2006 — 2010
Bachelor of Arts (B.A.), Business English, GPA: 4.0/4.0
Northern State University 2008 — 2009
Business Administration and Management
Adan Bonilla's Fisher Investments Experience May 2014 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2014 - Present
Gerber Kawasaki Wealth & Investment Management June 2010 - May 2013
Education
California State University-Northridge 2005 — 2009
Economics
Fisher Investments May 2014 - Present
Gerber Kawasaki Wealth & Investment Management June 2010 - May 2013
Education
California State University-Northridge 2005 — 2009
Economics
Kiley Lam Kiley Lam's Fisher Investments Experience March 2013 - September 2013
Job Staff Accountant at Lattice Engines, Datadriven Business Apps for Marketing and Sales
Industry Computer Software
Experience
Lattice Engines September 2013 - Present
Fisher Investments March 2013 - September 2013
Solexel June 2010 - March 2013
Exel December 2006 - June 2010
Starbucks Coffee Company August 2001 - February 2006
Skills
Accounts Payable, Account Reconciliation, General Ledger, Accounts Receivable, Auditing, Payroll, GAAP, Accruals, Invoicing, Fixed Assets, Bank Reconciliation, Cash Management, Financial Statements, Internal Audit, Accounting, Cost Accounting, Financial Analysis, QuickBooks
Education
California State University-Hayward - School of Business and Economics 2002 — 2006
BS, Business Administration and Management, General
Lattice Engines September 2013 - Present
Fisher Investments March 2013 - September 2013
Solexel June 2010 - March 2013
Exel December 2006 - June 2010
Starbucks Coffee Company August 2001 - February 2006
Skills
Accounts Payable, Account Reconciliation, General Ledger, Accounts Receivable, Auditing, Payroll, GAAP, Accruals, Invoicing, Fixed Assets, Bank Reconciliation, Cash Management, Financial Statements, Internal Audit, Accounting, Cost Accounting, Financial Analysis, QuickBooks
Education
California State University-Hayward - School of Business and Economics 2002 — 2006
BS, Business Administration and Management, General
Zahra Dossaji Zahra Dossaji's Fisher Investments Experience January 2010 - April 2011
Job Sr. Financial Analyst at REI
Industry Retail
Experience
REI June 2014 - Present
Nestlé USA November 2012 - June 2014
Ernst & Young April 2011 - October 2012
Fisher Investments January 2010 - April 2011
BlackRock March 2007 - March 2009
Skills
Finance, Financial Analysis, Financial Reporting, Accounting, Managerial Finance, Financial Accounting, Leadership, Financial Modeling, Management, Internal Controls, Essbase, Budgets, Corporate Finance, Data Analysis, Account Reconciliation, Auditing, Cash Flow Forecasting, Financial Audits, US GAAP, Cash Flow, Strategic Financial..., Internal Audit, Fixed Assets, Microsoft Office, Project Coordination, International Business, Time Management, Research, Cognos, Project Accounting, Project Finance, Data Mining, Database Administration, Great Plains Software, Hyperion Enterprise, Program Management, Oracle E-Business Suite, Revenue Recognition, General Ledger, Financial Statements, Variance Analysis, Accruals, Cash Management, Multitasker, Oracle Financials, Hyperion, Decision Making, Financial Planning
Education
General Assembly 2015 — 2015
Data Analysis Circuit
American International College (Partnered with London Metropolitan University, and Naresuan Universi 2008 — 2009
Masters, Business Administration; International Business Practice
California State University-Bakersfield 2002 — 2007
Bachelors of Science, Business Administration, Accounting
REI June 2014 - Present
Nestlé USA November 2012 - June 2014
Ernst & Young April 2011 - October 2012
Fisher Investments January 2010 - April 2011
BlackRock March 2007 - March 2009
Skills
Finance, Financial Analysis, Financial Reporting, Accounting, Managerial Finance, Financial Accounting, Leadership, Financial Modeling, Management, Internal Controls, Essbase, Budgets, Corporate Finance, Data Analysis, Account Reconciliation, Auditing, Cash Flow Forecasting, Financial Audits, US GAAP, Cash Flow, Strategic Financial..., Internal Audit, Fixed Assets, Microsoft Office, Project Coordination, International Business, Time Management, Research, Cognos, Project Accounting, Project Finance, Data Mining, Database Administration, Great Plains Software, Hyperion Enterprise, Program Management, Oracle E-Business Suite, Revenue Recognition, General Ledger, Financial Statements, Variance Analysis, Accruals, Cash Management, Multitasker, Oracle Financials, Hyperion, Decision Making, Financial Planning
Education
General Assembly 2015 — 2015
Data Analysis Circuit
American International College (Partnered with London Metropolitan University, and Naresuan Universi 2008 — 2009
Masters, Business Administration; International Business Practice
California State University-Bakersfield 2002 — 2007
Bachelors of Science, Business Administration, Accounting
Paul Jogopulos Paul Jogopulos's Fisher Investments Experience October 2015 - Present
Job Account Executive at Fisher Investments
Industry Investment Banking
Experience
Fisher Investments October 2015 - Present
The Cellar Wine Bar July 2013 - August 2014
Buca di Beppo August 2013 - June 2014
Kinder's Meats and BBQ October 2012 - June 2013
The Solar Company April 2011 - October 2012
Skills
Sales, Microsoft Office, Food & Beverage, Facebook, Customer Satisfaction, Typing, Food Safety, Food Service, Microsoft Excel, Microsoft Word, Customer Service, Social Networking, Marketing, PowerPoint, Teamwork, Strategic Planning, Time Management
Education
CSU Sacramento 2011 — 2015
Bachelor’s Degree, Geology/Earth Science, General
Montana State University-Bozeman 2010 — 2011
Entrepreneurship/Entrepreneurial Studies and Aviation
Fisher Investments October 2015 - Present
The Cellar Wine Bar July 2013 - August 2014
Buca di Beppo August 2013 - June 2014
Kinder's Meats and BBQ October 2012 - June 2013
The Solar Company April 2011 - October 2012
Skills
Sales, Microsoft Office, Food & Beverage, Facebook, Customer Satisfaction, Typing, Food Safety, Food Service, Microsoft Excel, Microsoft Word, Customer Service, Social Networking, Marketing, PowerPoint, Teamwork, Strategic Planning, Time Management
Education
CSU Sacramento 2011 — 2015
Bachelor’s Degree, Geology/Earth Science, General
Montana State University-Bozeman 2010 — 2011
Entrepreneurship/Entrepreneurial Studies and Aviation
Kirk Caldroney Kirk Caldroney's Fisher Investments Experience October 2013 - Present
Job Vice President, Client Services at Fisher Investments
Industry Investment Management
Experience
Fisher Investments October 2013 - Present
Fisher Investments August 2012 - October 2013
Fisher Investments September 2009 - August 2012
Fisher Investments November 2003 - September 2009
Fisher Investments July 2002 - November 2003
Skills
Wealth Management, Asset Allocation, Asset Managment, Investment Strategies, Series 65, Equities, Investment Management
Education
Brown University 1996 — 2000
B.A., Business Economics
Gilman School 1985 — 1996
Primary Education
Fisher Investments October 2013 - Present
Fisher Investments August 2012 - October 2013
Fisher Investments September 2009 - August 2012
Fisher Investments November 2003 - September 2009
Fisher Investments July 2002 - November 2003
Skills
Wealth Management, Asset Allocation, Asset Managment, Investment Strategies, Series 65, Equities, Investment Management
Education
Brown University 1996 — 2000
B.A., Business Economics
Gilman School 1985 — 1996
Primary Education
Cameron Ott Cameron Ott's Fisher Investments Experience February 2010 - October 2012
Job Vice President at Personal Capital
Industry Financial Services
Experience
Fisher Investments February 2010 - October 2012
Wells Fargo 2008 - 2008
Skills
Retirement Planning, Estate Planning, 401k, 401k Rollovers, 529 Plans, IRAs, Investments, Financial Planning, Wealth Management, Portfolio Management, Financial Services, ESPP, Financial Markets, Asset Allocation, Employee Stock Options, Money Management, Financial Analysis, Equities, Asset Management, Investment Advisory, Series 65, Financial Modeling, Equity Research, Investment Banking, Securities, Wealth Management..., Alternative Investments, Investment Strategies, Fixed Income, Capital Markets, Investment Management, Relationship Management, ETFs, Salesforce.com, Finance
Education
California Polytechnic State University-San Luis Obispo
B.S., Business Administration: Financial Management
Northwestern University 2014 — 2015
Certificate, Financial Planning
Fisher Investments February 2010 - October 2012
Wells Fargo 2008 - 2008
Skills
Retirement Planning, Estate Planning, 401k, 401k Rollovers, 529 Plans, IRAs, Investments, Financial Planning, Wealth Management, Portfolio Management, Financial Services, ESPP, Financial Markets, Asset Allocation, Employee Stock Options, Money Management, Financial Analysis, Equities, Asset Management, Investment Advisory, Series 65, Financial Modeling, Equity Research, Investment Banking, Securities, Wealth Management..., Alternative Investments, Investment Strategies, Fixed Income, Capital Markets, Investment Management, Relationship Management, ETFs, Salesforce.com, Finance
Education
California Polytechnic State University-San Luis Obispo
B.S., Business Administration: Financial Management
Northwestern University 2014 — 2015
Certificate, Financial Planning
William Bartenstein William Bartenstein's Fisher Investments Experience September 2012 - July 2014
Job Investor, Entrepreneur, Hapkido and Kickboxing Instructor
Industry Financial Services
Experience
Carolina Dojo Family Martial Arts August 2015 - Present
Fisher Investments September 2012 - July 2014
Fisher Investments January 2011 - September 2012
University of Oregon, Services for Student Athletes January 2010 - June 2010
MEDISISS August 2009 - January 2010
Chico Performances August 2007 - December 2008
The Supply Depot October 2004 - March 2006
Skills
Management, CRM, Event Planning, Time Management, Microsoft Excel, Forecasting, Research, Finance, Business Planning, Product Marketing, Music, Microsoft Office, Analysis, Marketing, Portfolio Management, Public Speaking, Sales, Client Services, Customer Service, Financial Operations, Leadership, Mentoring New Hires, Task Management, PowerPoint, Social Media, Social Networking, Financial Analysis, Project Management, Microsoft Word
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2010
Bachelor’s Degree, Business Administration, Concentration in Finance, 3.56
California State University-Chico 2006 — 2008
Bachelor of Arts, Music Industry and Technology, 3.23
Carolina Dojo Family Martial Arts August 2015 - Present
Fisher Investments September 2012 - July 2014
Fisher Investments January 2011 - September 2012
University of Oregon, Services for Student Athletes January 2010 - June 2010
MEDISISS August 2009 - January 2010
Chico Performances August 2007 - December 2008
The Supply Depot October 2004 - March 2006
Skills
Management, CRM, Event Planning, Time Management, Microsoft Excel, Forecasting, Research, Finance, Business Planning, Product Marketing, Music, Microsoft Office, Analysis, Marketing, Portfolio Management, Public Speaking, Sales, Client Services, Customer Service, Financial Operations, Leadership, Mentoring New Hires, Task Management, PowerPoint, Social Media, Social Networking, Financial Analysis, Project Management, Microsoft Word
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2010
Bachelor’s Degree, Business Administration, Concentration in Finance, 3.56
California State University-Chico 2006 — 2008
Bachelor of Arts, Music Industry and Technology, 3.23
Craig Wezenski, MBA's Fisher Investments Experience June 2014 - Present
Job Regional Vice President, Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2014 - Present
Fidelity Investments February 2012 - June 2014
Fidelity Investments December 2006 - February 2012
Amerprise Financial (formerly H&R Block Financial Advisors) 1997 - 2006
Education
University of New Haven 2003 — 2005
MBA, Finance
Bryant University 1993 — 1997
BS in Business Administration, Finance
Fisher Investments June 2014 - Present
Fidelity Investments February 2012 - June 2014
Fidelity Investments December 2006 - February 2012
Amerprise Financial (formerly H&R Block Financial Advisors) 1997 - 2006
Education
University of New Haven 2003 — 2005
MBA, Finance
Bryant University 1993 — 1997
BS in Business Administration, Finance
Whitney Tyler Whitney Tyler's Fisher Investments Experience February 2003 - July 2009
Job Account Coordinator at Trellis Growth Partners
Industry Public Relations and Communications
Experience
Trellis Growth Partners March 2015 - Present
Fisher Investments February 2003 - July 2009
Skills
Leadership, Marketing, Marketing Communications, Media Relations, Sales, Social Networking, Social Media, Portfolio Management
Education
California State University, Fresno 1999 — 2002
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Trellis Growth Partners March 2015 - Present
Fisher Investments February 2003 - July 2009
Skills
Leadership, Marketing, Marketing Communications, Media Relations, Sales, Social Networking, Social Media, Portfolio Management
Education
California State University, Fresno 1999 — 2002
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Ellen Leach Ellen Leach's Fisher Investments Experience July 2015 - Present
Job Client Service Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments July 2015 - Present
Zabace Inc. March 2014 - July 2015
Sheraton Real Estate Management June 2012 - September 2013
Skills
Residential Homes, Customer Service, Management, Marketing, Property Management
Education
University of California, Davis 2013 — 2015
Managerial Economics, 3.88
Butte College 2011 — 2013
4.0
Fisher Investments July 2015 - Present
Zabace Inc. March 2014 - July 2015
Sheraton Real Estate Management June 2012 - September 2013
Skills
Residential Homes, Customer Service, Management, Marketing, Property Management
Education
University of California, Davis 2013 — 2015
Managerial Economics, 3.88
Butte College 2011 — 2013
4.0
Thomas Logan Thomas Logan's Fisher Investments Experience September 2012 - January 2013
Job Graduate Student
Industry Financial Services
Experience
J.P. Morgan February 2013 - August 2015
Fisher Investments September 2012 - January 2013
Stifel Financial Corp. January 2012 - May 2012
Stifel Financial Corp. June 2011 - August 2011
Skills
Macroeconomics, Econometrics, Portfolio Management, Financial Modeling
Education
New York University 2015 — 2017
Master’s Degree, Economics
California State University-Chico 2007 — 2012
B.S. & B.A., Finance & Economics [Honors]
Copenhagen Business School 2010 — 2010
J.P. Morgan February 2013 - August 2015
Fisher Investments September 2012 - January 2013
Stifel Financial Corp. January 2012 - May 2012
Stifel Financial Corp. June 2011 - August 2011
Skills
Macroeconomics, Econometrics, Portfolio Management, Financial Modeling
Education
New York University 2015 — 2017
Master’s Degree, Economics
California State University-Chico 2007 — 2012
B.S. & B.A., Finance & Economics [Honors]
Copenhagen Business School 2010 — 2010
Aurash Banitaba Aurash Banitaba's Fisher Investments Experience June 2015 - Present
Job Account Executive at Fisher Investments
Industry Investment Management
Experience
Fisher Investments June 2015 - Present
Instant Imprints OC January 2015 - May 2015
Accurate Fishing Products January 2015 - May 2015
GiftyOne August 2014 - December 2014
AXA Advisors January 2014 - July 2014
World Financial Group (WFG) August 2013 - December 2013
AXA Advisors June 2013 - August 2013
Intero Real Estate Services May 2010 - July 2012
Le Papillon April 2009 - December 2011
U.S. Soccer Coaching March 2009 - December 2010
Education
California State University-Fullerton 2011 — 2015
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies, 3.3 GPA
Leland High School 2008 — 2011
3.8 GPA
Fisher Investments June 2015 - Present
Instant Imprints OC January 2015 - May 2015
Accurate Fishing Products January 2015 - May 2015
GiftyOne August 2014 - December 2014
AXA Advisors January 2014 - July 2014
World Financial Group (WFG) August 2013 - December 2013
AXA Advisors June 2013 - August 2013
Intero Real Estate Services May 2010 - July 2012
Le Papillon April 2009 - December 2011
U.S. Soccer Coaching March 2009 - December 2010
Education
California State University-Fullerton 2011 — 2015
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies, 3.3 GPA
Leland High School 2008 — 2011
3.8 GPA
Aundrea Jones Aundrea Jones's Fisher Investments Experience July 2005 - December 2005
Job Client Services Manager at Verisk Insurance Solutions
Industry Hospital & Health Care
Experience
Verisk Insurance Solutions August 2014 - Present
CareCore National May 2013 - August 2014
DNA Direct July 2009 - May 2013
Kellco-Macs March 2008 - August 2008
Fisher Investments July 2005 - December 2005
Skills
Research, Account Management, Customer Service, Microsoft Office, Healthcare, Management, Training, Strategic Planning, Outlook, Clinical Research, New Business Development, Business Development, Project Management, Sales, Social Networking, Call Centers, Genetics, Public Speaking, Data Entry, Data Analysis, Team Leadership, Leadership, Software Documentation, Team Building, Social Media, Quality Assurance, Process Improvement, HIPAA
Education
California State University-East Bay 2005 — 2009
B.S., Health Sciences, Pre-Nursing
Verisk Insurance Solutions August 2014 - Present
CareCore National May 2013 - August 2014
DNA Direct July 2009 - May 2013
Kellco-Macs March 2008 - August 2008
Fisher Investments July 2005 - December 2005
Skills
Research, Account Management, Customer Service, Microsoft Office, Healthcare, Management, Training, Strategic Planning, Outlook, Clinical Research, New Business Development, Business Development, Project Management, Sales, Social Networking, Call Centers, Genetics, Public Speaking, Data Entry, Data Analysis, Team Leadership, Leadership, Software Documentation, Team Building, Social Media, Quality Assurance, Process Improvement, HIPAA
Education
California State University-East Bay 2005 — 2009
B.S., Health Sciences, Pre-Nursing
Angelo Viducic Angelo Viducic's Fisher Investments Experience November 2011 - April 2015
Job
Industry Financial Services
Experience
Ajilon and Accounting Principals, USA April 2015 - Present
Fisher Investments November 2011 - April 2015
Fisher Investments October 2008 - October 2011
Fisher Investments August 2001 - October 2008
Fisher Investments May 1998 - August 2001
E*Trade February 1996 - May 1998
Skills
Full-cycle Recruiting, Client Services, Cold Calling, Help Desk Management, Direct Sales, Talent Identification, Talent Acquisition, Customer Satisfaction, Customer Relations, Listening Skills, Pipeline Development, Investment Advisory, Sales Recruitment, Strategic Partnerships, Student Recruitment, Interviewing, Team Building, Teamwork, Client Relationship..., Achieving Results, Determined, Lead Generation, Outlook, Recruiting, Help Desk Support, Business Development, Social Networking, Team Leadership, Business Analysis, Talent Management, Business, Human Resources, Financial Services, Sales, Account Management, Investments, Networking, Applicant Tracking..., Leadership, Interviews, Management, Vendor Management, Customer Service, CRM, SDLC, Consulting, Call Centers, Salesforce.com, Software Documentation, Time Management
Education
California State University-Sacramento 1993 — 1995
B.S., Business Administration
College of San Mateo 1990 — 1992
AA, Business Administration
Capuchino High School 1987 — 1990
Ajilon and Accounting Principals, USA April 2015 - Present
Fisher Investments November 2011 - April 2015
Fisher Investments October 2008 - October 2011
Fisher Investments August 2001 - October 2008
Fisher Investments May 1998 - August 2001
E*Trade February 1996 - May 1998
Skills
Full-cycle Recruiting, Client Services, Cold Calling, Help Desk Management, Direct Sales, Talent Identification, Talent Acquisition, Customer Satisfaction, Customer Relations, Listening Skills, Pipeline Development, Investment Advisory, Sales Recruitment, Strategic Partnerships, Student Recruitment, Interviewing, Team Building, Teamwork, Client Relationship..., Achieving Results, Determined, Lead Generation, Outlook, Recruiting, Help Desk Support, Business Development, Social Networking, Team Leadership, Business Analysis, Talent Management, Business, Human Resources, Financial Services, Sales, Account Management, Investments, Networking, Applicant Tracking..., Leadership, Interviews, Management, Vendor Management, Customer Service, CRM, SDLC, Consulting, Call Centers, Salesforce.com, Software Documentation, Time Management
Education
California State University-Sacramento 1993 — 1995
B.S., Business Administration
College of San Mateo 1990 — 1992
AA, Business Administration
Capuchino High School 1987 — 1990
Andrew Acherman Andrew Acherman's Fisher Investments Experience December 2013 - May 2015
Job Reducing Risk and Taxes While Increasing Returns
Industry Financial Services
Experience
Fisher Investments December 2013 - May 2015
HollisWealth/Scotia Capital Inc. July 2009 - November 2013
CIBC Wood Gundy January 2005 - May 2009
Skills
Investments, Wealth Management, Mutual Funds, Estate Planning, Retirement, Securities, Disability Insurance, Insurance, Investment Advisory, Investment and..., Investment Strategies, Retirement Planning, Finance, Financial Advisory, Investment Management, Income Protection, Group Benefits, Long-term Care, Critical Illness, Life Insurance, Wealth Accumulation..., Wealth Preservation..., Intergenerational..., Mortgage Lending, Pensions, Portfolio Management, Sales, Financial Planning, Small Business
Education
Canadian Securities Institute 2001 — 2011
CSC, CIM, FCSI, Financial Services
California State University-Northridge 1978 — 1985
MS, Business Administration
University of California, Los Angeles 1973 — 1975
No degree, Economics
Fisher Investments December 2013 - May 2015
HollisWealth/Scotia Capital Inc. July 2009 - November 2013
CIBC Wood Gundy January 2005 - May 2009
Skills
Investments, Wealth Management, Mutual Funds, Estate Planning, Retirement, Securities, Disability Insurance, Insurance, Investment Advisory, Investment and..., Investment Strategies, Retirement Planning, Finance, Financial Advisory, Investment Management, Income Protection, Group Benefits, Long-term Care, Critical Illness, Life Insurance, Wealth Accumulation..., Wealth Preservation..., Intergenerational..., Mortgage Lending, Pensions, Portfolio Management, Sales, Financial Planning, Small Business
Education
Canadian Securities Institute 2001 — 2011
CSC, CIM, FCSI, Financial Services
California State University-Northridge 1978 — 1985
MS, Business Administration
University of California, Los Angeles 1973 — 1975
No degree, Economics
Yessica Valverde's Fisher Investments Experience December 2012 - October 2013
Job Sales Operations Analyst at Kagome USA, Inc.
Industry Market Research
Experience
Global Foodservice - Kagome September 2014 - Present
SDI-Insulation July 2014 - September 2014
Emirates Defense Technology November 2013 - March 2014
Fisher Investments December 2012 - October 2013
Fisher Investments May 2012 - December 2012
APP Jet Center November 2010 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Strategic Policy..., Account Reconciliation, Customer Service, Financial Modeling, Business Planning, Financial Analysis, Creative Problem Solving, Financial Accounting, Outlook, Project Planning, Public Speaking, Research, Accounting, Great Plains Software, Social Media, Windows, Fast-paced, Highly detail oriented, Multi Tasking, Concur, 10 Key Touch, Problem Solving
Education
Menlo College 2011 — 2012
Bachelor of Science (BS), Finance, General
Foothill College 2010 — 2013
Associate of Arts (AA), Business Administration and Management, General
California Maritime Academy 2009 — 2010
Global Foodservice - Kagome September 2014 - Present
SDI-Insulation July 2014 - September 2014
Emirates Defense Technology November 2013 - March 2014
Fisher Investments December 2012 - October 2013
Fisher Investments May 2012 - December 2012
APP Jet Center November 2010 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Strategic Policy..., Account Reconciliation, Customer Service, Financial Modeling, Business Planning, Financial Analysis, Creative Problem Solving, Financial Accounting, Outlook, Project Planning, Public Speaking, Research, Accounting, Great Plains Software, Social Media, Windows, Fast-paced, Highly detail oriented, Multi Tasking, Concur, 10 Key Touch, Problem Solving
Education
Menlo College 2011 — 2012
Bachelor of Science (BS), Finance, General
Foothill College 2010 — 2013
Associate of Arts (AA), Business Administration and Management, General
California Maritime Academy 2009 — 2010
Shantal Naccara, MBA's Fisher Investments Experience November 2014 - Present
Job Digital Marketing Strategy & Testing Team at Fisher Investments
Industry Marketing and Advertising
Experience
Fisher Investments November 2014 - Present
Marriott International July 2013 - November 2014
Live Nation January 2012 - June 2012
MGM Resorts International August 2010 - August 2011
ARIA Resort & Casino, MGM Resorts International December 2009 - August 2010
Bellagio Resort & Casino, MGM Resorts International April 2008 - December 2009
Skills
Digital Marketing, Marketing, Event Management, Advertising, Hospitality, Hotels, Customer Service, Email Marketing, Trade Shows, Social Networking, Direct Marketing, Digital Media, Event Planning, Communication, Corporate Events, Hotel Management, Resorts, Hospitality Management, Online Marketing, Sales, Database Management, MS Office Suite, Outdoor Advertising, Radio Advertising, Advertising Copy, Copy Editing, Website Management, Teamwork, Administrative Support, Creative Concept..., Special Events, Bilingual, Hotel Systems, Project Management, Data Reporting, Public Relations, Microsoft Office
Education
University of La Verne 2011 — 2013
Master of Business Administration (MBA), Marketing
California State Polytechnic University-Pomona 2003 — 2007
Bachelor of Science, Hotel & Restaurant Management
Fisher Investments November 2014 - Present
Marriott International July 2013 - November 2014
Live Nation January 2012 - June 2012
MGM Resorts International August 2010 - August 2011
ARIA Resort & Casino, MGM Resorts International December 2009 - August 2010
Bellagio Resort & Casino, MGM Resorts International April 2008 - December 2009
Skills
Digital Marketing, Marketing, Event Management, Advertising, Hospitality, Hotels, Customer Service, Email Marketing, Trade Shows, Social Networking, Direct Marketing, Digital Media, Event Planning, Communication, Corporate Events, Hotel Management, Resorts, Hospitality Management, Online Marketing, Sales, Database Management, MS Office Suite, Outdoor Advertising, Radio Advertising, Advertising Copy, Copy Editing, Website Management, Teamwork, Administrative Support, Creative Concept..., Special Events, Bilingual, Hotel Systems, Project Management, Data Reporting, Public Relations, Microsoft Office
Education
University of La Verne 2011 — 2013
Master of Business Administration (MBA), Marketing
California State Polytechnic University-Pomona 2003 — 2007
Bachelor of Science, Hotel & Restaurant Management
Ryan Caldwell, CFP®'s Fisher Investments Experience 2003 - 2007
Job Wealth Advisor in San Luis Obispo, CA
Industry Financial Services
Experience
Wacker Wealth Partners December 2007 - Present
Fisher Investments 2003 - 2007
Education
California Polytechnic State University-San Luis Obispo 1997 — 2002
Bachelor of Science (B.S.), Biological Sciences
Wacker Wealth Partners December 2007 - Present
Fisher Investments 2003 - 2007
Education
California Polytechnic State University-San Luis Obispo 1997 — 2002
Bachelor of Science (B.S.), Biological Sciences
Ryan Lytle, CIPM Ryan Lytle, CIPM's Fisher Investments Experience January 2015 - Present
Job Investment Operations
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
Fisher Investments June 2011 - Present
Fisher Investments October 2010 - June 2011
Fisher Investments February 2008 - October 2010
Fisher Investments February 2007 - February 2008
Fisher Investments April 2006 - February 2007
Fisher Investments October 2005 - April 2006
Fisher Investments May 2005 - October 2005
Skills
Performance Appraisal, Performance Testing, Valuation, Datastream, Financial Markets, Data Analysis, Performance Measurement, Microsoft Office, Analytical Skills, PowerPoint, Asset Management, Capital Markets, Investment Management, Investment Strategies, Financial Modeling, Equities, VBA, Microsoft Excel
Education
California Polytechnic State University-San Luis Obispo 1997 — 2002
Bachelor of Science (BS)
Fisher Investments January 2015 - Present
Fisher Investments June 2011 - Present
Fisher Investments October 2010 - June 2011
Fisher Investments February 2008 - October 2010
Fisher Investments February 2007 - February 2008
Fisher Investments April 2006 - February 2007
Fisher Investments October 2005 - April 2006
Fisher Investments May 2005 - October 2005
Skills
Performance Appraisal, Performance Testing, Valuation, Datastream, Financial Markets, Data Analysis, Performance Measurement, Microsoft Office, Analytical Skills, PowerPoint, Asset Management, Capital Markets, Investment Management, Investment Strategies, Financial Modeling, Equities, VBA, Microsoft Excel
Education
California Polytechnic State University-San Luis Obispo 1997 — 2002
Bachelor of Science (BS)
Nathan Gibbs Nathan Gibbs's Fisher Investments Experience 2008 - 2008
Job Account Specialist at Envision Rx Options
Industry Pharmaceuticals
Experience
EnvisionRxOptions August 2014 - Present
Envision Rx Options April 2010 - August 2014
Fisher Investments 2008 - 2008
Fidelity Investments 2006 - 2008
Liberty Mutual Insurance 2005 - 2006
Skills
Market Research, Account Management, Marketing, Microsoft Excel, Project Management, Customer Service, Sales, Sales Presentations, Eligibility, Investments, Investment Advisory, Property & Casualty..., Health Insurance, Supervising, Management, Customer Escalation..., Insurance, Sales Management, New Business Development, Leadership, Series 7, Sales Process, Microsoft Office, Healthcare, Process Improvement
Education
CSU Sacramento 2003 — 2005
BS, Business Marketing
Bear River
EnvisionRxOptions August 2014 - Present
Envision Rx Options April 2010 - August 2014
Fisher Investments 2008 - 2008
Fidelity Investments 2006 - 2008
Liberty Mutual Insurance 2005 - 2006
Skills
Market Research, Account Management, Marketing, Microsoft Excel, Project Management, Customer Service, Sales, Sales Presentations, Eligibility, Investments, Investment Advisory, Property & Casualty..., Health Insurance, Supervising, Management, Customer Escalation..., Insurance, Sales Management, New Business Development, Leadership, Series 7, Sales Process, Microsoft Office, Healthcare, Process Improvement
Education
CSU Sacramento 2003 — 2005
BS, Business Marketing
Bear River
Armando Palomino Armando Palomino's Fisher Investments Experience June 2014 - December 2014
Job National Account Manager at Square Valley Technology 18Birdies
Industry Investment Management
Experience
Square Valley Technology - 18Birdies June 2015 - Present
Fisher Investments June 2014 - December 2014
State Street Global Advisors February 2007 - December 2013
Callaway Golf August 2011 - August 2012
Alchemy Search Partners 2006 - 2007
Robert Half International 2005 - 2006
EuroInka, Corp. - Beverage Company 2004 - 2006
State Street Bank and Trust 2001 - 2004
Skills
Financial Services, Fixed Income, Bloomberg, Accounting, Equities, Asset Managment, Investments, Mutual Funds, Financial Analysis, Finance, Management, Start-ups, Financial Reporting, Portfolio Management, Forecasting, Banking, New Business Development, Market Research, Retail Marketing, Sales, Asset Management, Securities, Hedge Funds, Relationship Management
Education
California State University-Stanislaus 1996 — 2000
B.A., Mathematics
Square Valley Technology - 18Birdies June 2015 - Present
Fisher Investments June 2014 - December 2014
State Street Global Advisors February 2007 - December 2013
Callaway Golf August 2011 - August 2012
Alchemy Search Partners 2006 - 2007
Robert Half International 2005 - 2006
EuroInka, Corp. - Beverage Company 2004 - 2006
State Street Bank and Trust 2001 - 2004
Skills
Financial Services, Fixed Income, Bloomberg, Accounting, Equities, Asset Managment, Investments, Mutual Funds, Financial Analysis, Finance, Management, Start-ups, Financial Reporting, Portfolio Management, Forecasting, Banking, New Business Development, Market Research, Retail Marketing, Sales, Asset Management, Securities, Hedge Funds, Relationship Management
Education
California State University-Stanislaus 1996 — 2000
B.A., Mathematics
Johnathan Nakai Johnathan Nakai's Fisher Investments Experience November 2014 - Present
Job Driving financial analysis through operational efficiency.
Industry Financial Services
Experience
Fisher Investments November 2014 - Present
Fisher Investments January 2014 - November 2014
Fisher Investments March 2012 - January 2014
Fisher Investments September 2010 - March 2012
Center Point, Inc. November 2008 - May 2010
Skills
Analysis, Access, Microsoft Excel, Data Analysis, Management, Leadership, Microsoft Word, PowerPoint, Public Speaking, Visio, Project Management, Marketing, Business Analysis, Portfolio Assessment, Business Process, Analytics, Microsoft Office, Morningstar Office, Team Building, Statistics, Outlook, SQL Server Management..., Data Profiling, Portfolio Performance..., StatTools, Team Leadership, Databases, Proposal Writing, Financial Analysis, Team Management, Salesforce.com, Sales Operations, Portfolio Management, Problem Solving, Onyx CRM, Morningstar Direct, Solver, Microsoft Dynamics, Research, Finance
Education
San Francisco State University 2014 — 2016
Master of Business Administration (MBA), Management Information Systems, General
San Francisco State University, College of Business 2006 — 2008
BS, Management
California Polytechnic State University-San Luis Obispo 2000 — 2005
Architectural Engineering
Marin Academy High School 1996 — 2000
High School Diploma
Fisher Investments November 2014 - Present
Fisher Investments January 2014 - November 2014
Fisher Investments March 2012 - January 2014
Fisher Investments September 2010 - March 2012
Center Point, Inc. November 2008 - May 2010
Skills
Analysis, Access, Microsoft Excel, Data Analysis, Management, Leadership, Microsoft Word, PowerPoint, Public Speaking, Visio, Project Management, Marketing, Business Analysis, Portfolio Assessment, Business Process, Analytics, Microsoft Office, Morningstar Office, Team Building, Statistics, Outlook, SQL Server Management..., Data Profiling, Portfolio Performance..., StatTools, Team Leadership, Databases, Proposal Writing, Financial Analysis, Team Management, Salesforce.com, Sales Operations, Portfolio Management, Problem Solving, Onyx CRM, Morningstar Direct, Solver, Microsoft Dynamics, Research, Finance
Education
San Francisco State University 2014 — 2016
Master of Business Administration (MBA), Management Information Systems, General
San Francisco State University, College of Business 2006 — 2008
BS, Management
California Polytechnic State University-San Luis Obispo 2000 — 2005
Architectural Engineering
Marin Academy High School 1996 — 2000
High School Diploma
Chloe Zomnir's Fisher Investments Experience September 2014 - April 2015
Job Associate at Alliance Bernstein
Industry Financial Services
Experience
Bernstein Private Wealth Management April 2015 - Present
Fisher Investments September 2014 - April 2015
Carnegie Mellon University October 2012 - August 2014
Acrinta, LLC May 2012 - June 2012
Skills
Microsoft Office, Research, Data Analysis, Higher Education, Matlab, Microsoft Excel, Writing, SPSS, German, User Experience, PowerPoint, Access, Editing, Microsoft Word, Teaching, Public Speaking, OS X, Adobe Creative Suite, HTML 5, Office Administration, Translation, Community Outreach, Nonprofits, Fundraising, Event Planning, Customer Service, Project Management, Social Media
Education
Carnegie Mellon University 2010 — 2014
Bachelor of Science (BS), International Relations and Politics, German Studies
Inlingua International (Berlin, Deutschland) 2013 — 2013
B2 Proficiency Level, German Language
Goethe Institut (München, Deutschland) 2012 — 2012
B1 Proficiency Level, German Language
Sewickley Academy 2006 — 2010
Bernstein Private Wealth Management April 2015 - Present
Fisher Investments September 2014 - April 2015
Carnegie Mellon University October 2012 - August 2014
Acrinta, LLC May 2012 - June 2012
Skills
Microsoft Office, Research, Data Analysis, Higher Education, Matlab, Microsoft Excel, Writing, SPSS, German, User Experience, PowerPoint, Access, Editing, Microsoft Word, Teaching, Public Speaking, OS X, Adobe Creative Suite, HTML 5, Office Administration, Translation, Community Outreach, Nonprofits, Fundraising, Event Planning, Customer Service, Project Management, Social Media
Education
Carnegie Mellon University 2010 — 2014
Bachelor of Science (BS), International Relations and Politics, German Studies
Inlingua International (Berlin, Deutschland) 2013 — 2013
B2 Proficiency Level, German Language
Goethe Institut (München, Deutschland) 2012 — 2012
B1 Proficiency Level, German Language
Sewickley Academy 2006 — 2010
Daniel Bressner's Fisher Investments Experience 2014 - Present
Job Implementation Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments 2014 - Present
Office of Congresswoman Debbie Wasserman Schultz March 2013 - July 2013
Education
The Chinese University of Hong Kong 2013 — 2014
Master of Arts (M.A.), Chinese Studies
Florida International University 2009 — 2012
B.A, International Relations
Brown University 2008 — 2008
Summer Studies, "U.S in World Politics"
Fisher Investments 2014 - Present
Office of Congresswoman Debbie Wasserman Schultz March 2013 - July 2013
Education
The Chinese University of Hong Kong 2013 — 2014
Master of Arts (M.A.), Chinese Studies
Florida International University 2009 — 2012
B.A, International Relations
Brown University 2008 — 2008
Summer Studies, "U.S in World Politics"
Aron Larson Aron Larson's Fisher Investments Experience July 2014 - August 2015
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Fisher Investments July 2014 - August 2015
EverStream Energy Capital Management June 2013 - August 2013
Hectareas Verdes, LLC July 2012 - September 2012
Education
Claremont McKenna College 2010 — 2014
Bachelor of Arts (B.A.), Economics, International Relations
Wells Fargo August 2015 - Present
Fisher Investments July 2014 - August 2015
EverStream Energy Capital Management June 2013 - August 2013
Hectareas Verdes, LLC July 2012 - September 2012
Education
Claremont McKenna College 2010 — 2014
Bachelor of Arts (B.A.), Economics, International Relations
Charles Cornforth's Fisher Investments Experience June 2014 - April 2015
Job Fundraising Director at Snap! Raise
Industry Fund-Raising
Experience
Snap! Raise April 2015 - Present
Fisher Investments June 2014 - April 2015
University of Idaho January 2013 - July 2013
Beta Theta Pi January 2011 - January 2012
Boise Hawks Baseball Club June 2006 - August 2009
Skills
Sports, Recruiting, Marketing, Ticket Sales, Facebook, Customer Service, Leadership, Social Networking, Social Media Marketing, Networking, Counseling Psychology, Developmental Psychology, Cold Calling, Budgets
Education
University of Idaho 2009 — 2013
Bachelor of Science (B.S.), Psychology, Senior
Charles University in Prague
Snap! Raise April 2015 - Present
Fisher Investments June 2014 - April 2015
University of Idaho January 2013 - July 2013
Beta Theta Pi January 2011 - January 2012
Boise Hawks Baseball Club June 2006 - August 2009
Skills
Sports, Recruiting, Marketing, Ticket Sales, Facebook, Customer Service, Leadership, Social Networking, Social Media Marketing, Networking, Counseling Psychology, Developmental Psychology, Cold Calling, Budgets
Education
University of Idaho 2009 — 2013
Bachelor of Science (B.S.), Psychology, Senior
Charles University in Prague
Cheyanne Wilson Cheyanne Wilson's Fisher Investments Experience September 2015 - Present
Job Regional Sales Junior Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2015 - Present
Fisher Investments December 2014 - September 2015
U.S. Bank June 2013 - December 2014
Beaches Restaurant & Bar June 2012 - November 2012
Skills
Human Resources, Customer Service, Team Building, Psychology, Leadership
Education
Washington State University 2014 — 2016
Bachelor's Degree, Human Resources Management/Personnel Administration, with Psychology minor
Clark College 2010 — 2014
Associate of Arts (A.A.), General Studies
Fisher Investments September 2015 - Present
Fisher Investments December 2014 - September 2015
U.S. Bank June 2013 - December 2014
Beaches Restaurant & Bar June 2012 - November 2012
Skills
Human Resources, Customer Service, Team Building, Psychology, Leadership
Education
Washington State University 2014 — 2016
Bachelor's Degree, Human Resources Management/Personnel Administration, with Psychology minor
Clark College 2010 — 2014
Associate of Arts (A.A.), General Studies
Brittany Fenwick Brittany Fenwick's Fisher Investments Experience October 2012 - December 2013
Job Investment Consultant at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management December 2013 - 2014
Fisher Investments October 2012 - December 2013
VoIP Pty Ltd 2010 - 2012
Skills
Financial Services, Mutual Funds, Series 63, Series 6, Economics, Fixed Income, Equities, Alternative Investments, Investments, Investment Management, Investment Strategies, Financial Modeling, Finance, Valuation, Financial Analysis, Project Management, Business Analysis, Business Strategy, Hedge Funds, Strategic Planning, Sales, Bloomberg, Marketing
Education
California Polytechnic State University-San Luis Obispo 2004 — 2009
Bachelor of Science, Finance, Quantitative Economics
Natixis Global Asset Management December 2013 - 2014
Fisher Investments October 2012 - December 2013
VoIP Pty Ltd 2010 - 2012
Skills
Financial Services, Mutual Funds, Series 63, Series 6, Economics, Fixed Income, Equities, Alternative Investments, Investments, Investment Management, Investment Strategies, Financial Modeling, Finance, Valuation, Financial Analysis, Project Management, Business Analysis, Business Strategy, Hedge Funds, Strategic Planning, Sales, Bloomberg, Marketing
Education
California Polytechnic State University-San Luis Obispo 2004 — 2009
Bachelor of Science, Finance, Quantitative Economics
Rudolph Murgo, CFA Rudolph Murgo, CFA's Fisher Investments Experience April 2013 - December 2013
Job CFO at Ecotrust Forest Management, Inc
Industry Investment Management
Experience
Ecotrust Forest Management, Inc January 2015 - Present
Ecotrust Forest Management, Inc December 2013 - December 2014
Fisher Investments April 2013 - December 2013
Threshold Power April 2012 - November 2012
Acciona Energy June 2010 - April 2012
Iberdrola Renewables January 2008 - June 2010
Iberdrola Renewables June 2006 - December 2007
Iberdrola Renewables November 2003 - June 2006
Skills
Corporate Finance, Renewable Energy, Wind, Solar, Structured Finance, Solar Energy, Project Finance, Energy, Environmental Awareness, Due Diligence, Finance, Strategy, Risk Management, Financial Modeling, Contract Negotiation, Mergers & Acquisitions, Commodity Markets, Trading, Financial Structuring, Power Generation, Business Strategy, Business Planning, Analysis, Investments, Financial Reporting, Forecasting, Hedging, Financial Analysis, Equities, Project Management, Private Equity, Valuation, Asset Management
Education
University of Portland 2001 — 2003
MBA, Finance, Global Business
Carroll College 1996 — 2000
BA, Biology
Ecotrust Forest Management, Inc January 2015 - Present
Ecotrust Forest Management, Inc December 2013 - December 2014
Fisher Investments April 2013 - December 2013
Threshold Power April 2012 - November 2012
Acciona Energy June 2010 - April 2012
Iberdrola Renewables January 2008 - June 2010
Iberdrola Renewables June 2006 - December 2007
Iberdrola Renewables November 2003 - June 2006
Skills
Corporate Finance, Renewable Energy, Wind, Solar, Structured Finance, Solar Energy, Project Finance, Energy, Environmental Awareness, Due Diligence, Finance, Strategy, Risk Management, Financial Modeling, Contract Negotiation, Mergers & Acquisitions, Commodity Markets, Trading, Financial Structuring, Power Generation, Business Strategy, Business Planning, Analysis, Investments, Financial Reporting, Forecasting, Hedging, Financial Analysis, Equities, Project Management, Private Equity, Valuation, Asset Management
Education
University of Portland 2001 — 2003
MBA, Finance, Global Business
Carroll College 1996 — 2000
BA, Biology
Danaé Oldenburg Danaé Oldenburg's Fisher Investments Experience 2001 - 2001
Job Principal at Oldenburg Professionals
Industry Financial Services
Experience
Oldenburg Professionals 2013 - Present
Oldenburg Financial Group LLC 2012 - Present
Ten Talents for Christ 2011 - Present
The Educator Group 2001 - Present
Thrivent Financial for Lutherans 2009 - 2012
Business Genetics 2006 - 2007
Fisher Investments 2001 - 2001
NorthPoint Communications 2000 - 2000
Education
California University of Pennsylvania
MS, Sports Performance Enhancement & Injury Prevention
Campbell University
MBA
University of Wisconsin-Whitewater
BA, Economics
Oldenburg Professionals 2013 - Present
Oldenburg Financial Group LLC 2012 - Present
Ten Talents for Christ 2011 - Present
The Educator Group 2001 - Present
Thrivent Financial for Lutherans 2009 - 2012
Business Genetics 2006 - 2007
Fisher Investments 2001 - 2001
NorthPoint Communications 2000 - 2000
Education
California University of Pennsylvania
MS, Sports Performance Enhancement & Injury Prevention
Campbell University
MBA
University of Wisconsin-Whitewater
BA, Economics
Lindsay Thompson Lindsay Thompson's Fisher Investments Experience September 2008 - December 2008
Job Account Executive at Whipcode, Inc.
Industry Marketing and Advertising
Experience
Whipcode, Inc. July 2012 - August 2014
Wam! Media Group July 2013 - November 2013
Hearst Television January 2012 - July 2012
The Weather Channel January 2011 - December 2011
Scripps Networks October 2009 - January 2011
Onestop February 2009 - October 2009
Fisher Investments September 2008 - December 2008
Skills
Media Buying, Digital Marketing, Social Media Marketing, Digital Media, Media Planning, Online Advertising, Advertising, Lead Generation, Advertising Sales, Social Networking, Mobile Marketing, Sales
Education
California State University-Los Angeles 2006 — 2008
BS, Business Finance
Whipcode, Inc. July 2012 - August 2014
Wam! Media Group July 2013 - November 2013
Hearst Television January 2012 - July 2012
The Weather Channel January 2011 - December 2011
Scripps Networks October 2009 - January 2011
Onestop February 2009 - October 2009
Fisher Investments September 2008 - December 2008
Skills
Media Buying, Digital Marketing, Social Media Marketing, Digital Media, Media Planning, Online Advertising, Advertising, Lead Generation, Advertising Sales, Social Networking, Mobile Marketing, Sales
Education
California State University-Los Angeles 2006 — 2008
BS, Business Finance
Victoria Micu's Fisher Investments Experience September 2010 - July 2011
Job
Industry Computer Software
Experience
Salesforce.com September 2011 - Present
Atmel Corporation April 2011 - September 2011
Fisher Investments September 2010 - July 2011
Juniper Networks 2008 - 2010
Oracle 2005 - 2007
Peoplesoft Inc. January 2000 - January 2005
Vantive Corp. April 1999 - January 2000
Center for Innovation in Education 1995 - 1999
Skills
Business Process..., Change Management, Lead Management, CRM, Process Improvement, Lead Generation, Management, Strategic Planning, Marketing Automation, Business Process, Enterprise Software, Business Analysis, Training, Salesforce.com, Strategy, Marketing, Sales, Siebel, Project Management, SaaS, Cross-functional Team..., Demand Generation, Analytics, Business Intelligence, Outsourcing, Go-to-market Strategy, Solution Selling, Sales Enablement
Education
California State University-East Bay 1989 — 1994
Liberal Arts
Salesforce.com September 2011 - Present
Atmel Corporation April 2011 - September 2011
Fisher Investments September 2010 - July 2011
Juniper Networks 2008 - 2010
Oracle 2005 - 2007
Peoplesoft Inc. January 2000 - January 2005
Vantive Corp. April 1999 - January 2000
Center for Innovation in Education 1995 - 1999
Skills
Business Process..., Change Management, Lead Management, CRM, Process Improvement, Lead Generation, Management, Strategic Planning, Marketing Automation, Business Process, Enterprise Software, Business Analysis, Training, Salesforce.com, Strategy, Marketing, Sales, Siebel, Project Management, SaaS, Cross-functional Team..., Demand Generation, Analytics, Business Intelligence, Outsourcing, Go-to-market Strategy, Solution Selling, Sales Enablement
Education
California State University-East Bay 1989 — 1994
Liberal Arts
Sara Montabon's Fisher Investments Experience February 2006 - Present
Job Information Technology and Services Consultant and Professional
Industry Information Technology and Services
Experience
Fisher Investments February 2006 - Present
Farallones Marine Sanctuary Association September 2005 - Present
Gap, Inc 2005 - 2006
Novani, LLC 2004 - 2005
macys.com 2000 - 2004
BI 1999 - 2000
Skills
Business Development, Asset Management, Disaster Recovery, Vendor Management, Program Management, Process Improvement, Strategic Planning, Project Management, Active Directory, SharePoint, Team Leadership, Business Analysis, IT Management, PMP, Management
Education
City College of San Francisco 2007 — 2008
University of Minnesota-Twin Cities 1992 — 1996
BA, Political Science
Aquinas High School 1988 — 1992
Fisher Investments February 2006 - Present
Farallones Marine Sanctuary Association September 2005 - Present
Gap, Inc 2005 - 2006
Novani, LLC 2004 - 2005
macys.com 2000 - 2004
BI 1999 - 2000
Skills
Business Development, Asset Management, Disaster Recovery, Vendor Management, Program Management, Process Improvement, Strategic Planning, Project Management, Active Directory, SharePoint, Team Leadership, Business Analysis, IT Management, PMP, Management
Education
City College of San Francisco 2007 — 2008
University of Minnesota-Twin Cities 1992 — 1996
BA, Political Science
Aquinas High School 1988 — 1992
Charlene (Niedermeier) Williams's Fisher Investments Experience February 2008 - February 2011
Job Founding Independent Consultant at Jamberry
Industry Marketing and Advertising
Experience
Jamberry January 2014 - Present
Yellow Dog Ventures, LLC September 2013 - Present
Taylor and Chloe February 2013 - November 2013
Fisher Investments February 2008 - February 2011
Plaza Research October 2005 - January 2008
Skills
Sales, Accounting, Payroll, Onboarding, Financial Analysis, Strategic Planning, Research, Social Media, Leadership Development, Recruiting, Event Planning, Public Speaking, Customer Service, Market Research, Account Management, Outlook, Time Management, Social Networking, Social Media Marketing, Facebook, Public Relations
Education
Central Michigan University 2000 — 2003
Bachelor of Science in Business Administration, Human Resources Management/Personnel Administration, General
Jamberry January 2014 - Present
Yellow Dog Ventures, LLC September 2013 - Present
Taylor and Chloe February 2013 - November 2013
Fisher Investments February 2008 - February 2011
Plaza Research October 2005 - January 2008
Skills
Sales, Accounting, Payroll, Onboarding, Financial Analysis, Strategic Planning, Research, Social Media, Leadership Development, Recruiting, Event Planning, Public Speaking, Customer Service, Market Research, Account Management, Outlook, Time Management, Social Networking, Social Media Marketing, Facebook, Public Relations
Education
Central Michigan University 2000 — 2003
Bachelor of Science in Business Administration, Human Resources Management/Personnel Administration, General
Shan Huang's Fisher Investments Experience November 2011 - Present
Job CEO at ULinkBiz, LLC
Industry Information Technology and Services
Experience
Fisher Investments November 2011 - Present
ULinkBiz, LLC August 2011 - December 2014
Zinio Systems September 2010 - November 2011
RentPayment, Inc June 2007 - September 2010
ZoomSystems April 2008 - July 2009
Trenscend Media 2007 - 2008
Data Agent, LLC January 2006 - April 2007
Skills
Databases, Business Intelligence, Data Warehousing, Integration, SSRS, ETL, .NET, Java, Visual Studio, Analytics, Visual Basic, ERP, Web Applications, C++, Stored Procedures
Education
University of California, Davis 2003 — 2005
Bachelor of Science (BS), Computer Engineering
City College of San Francisco 2000 — 2003
Fisher Investments November 2011 - Present
ULinkBiz, LLC August 2011 - December 2014
Zinio Systems September 2010 - November 2011
RentPayment, Inc June 2007 - September 2010
ZoomSystems April 2008 - July 2009
Trenscend Media 2007 - 2008
Data Agent, LLC January 2006 - April 2007
Skills
Databases, Business Intelligence, Data Warehousing, Integration, SSRS, ETL, .NET, Java, Visual Studio, Analytics, Visual Basic, ERP, Web Applications, C++, Stored Procedures
Education
University of California, Davis 2003 — 2005
Bachelor of Science (BS), Computer Engineering
City College of San Francisco 2000 — 2003
Philie Chang's Fisher Investments Experience October 2002 - July 2007
Job Senior Network Engineer at Apple
Industry Consumer Electronics
Experience
Apple April 2014 - Present
Stifel Nicolaus July 2010 - March 2014
Thomas Weisel Partners July 2007 - July 2010
Fisher Investments October 2002 - July 2007
DSL Networks July 2000 - March 2001
SBC Internet Services May 2000 - July 2000
Skills
Data Center, Cisco Technologies, VPN, Security, Firewalls, ASA, Cisco Nexus, Cisco Routing &..., Vendor Management, Routers, Cisco Routers, Networking, Technical Support, Network Engineering, Switches, Routing, BGP, LAN-WAN, TCP/IP, Infrastructure, Disaster Recovery
Education
City College of San Francisco 2004 — 2005
Cisco Networking Academy
San Francisco State University 1995 — 2001
Bachlor of Science, Computer Information Systems
Apple April 2014 - Present
Stifel Nicolaus July 2010 - March 2014
Thomas Weisel Partners July 2007 - July 2010
Fisher Investments October 2002 - July 2007
DSL Networks July 2000 - March 2001
SBC Internet Services May 2000 - July 2000
Skills
Data Center, Cisco Technologies, VPN, Security, Firewalls, ASA, Cisco Nexus, Cisco Routing &..., Vendor Management, Routers, Cisco Routers, Networking, Technical Support, Network Engineering, Switches, Routing, BGP, LAN-WAN, TCP/IP, Infrastructure, Disaster Recovery
Education
City College of San Francisco 2004 — 2005
Cisco Networking Academy
San Francisco State University 1995 — 2001
Bachlor of Science, Computer Information Systems
Gabriel Atkinson's Fisher Investments Experience August 2013 - Present
Job Investment Counselor Group Manager
Industry Financial Services
Experience
Fisher Investments August 2013 - Present
Fisher Investments June 2012 - July 2013
Fisher Investments May 2008 - May 2012
Goldman Sachs September 2003 - April 2008
Skills
Leadership, Project Management, Equities, Portfolio Management, Financial Analysis, Fixed Income, Investments, Alternative Investments, Asset Management, Asset Allocation, Securities, Wealth Management, Valuation, Risk Management, Capital Markets
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2007
Master of Business Administration (MBA)
Utah State University 1997 — 2003
BS, Finance, Economics
Fisher Investments August 2013 - Present
Fisher Investments June 2012 - July 2013
Fisher Investments May 2008 - May 2012
Goldman Sachs September 2003 - April 2008
Skills
Leadership, Project Management, Equities, Portfolio Management, Financial Analysis, Fixed Income, Investments, Alternative Investments, Asset Management, Asset Allocation, Securities, Wealth Management, Valuation, Risk Management, Capital Markets
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2007
Master of Business Administration (MBA)
Utah State University 1997 — 2003
BS, Finance, Economics
Evan Parry's Fisher Investments Experience March 2013 - Present
Job Senior Financial Analyst at Fisher Investments
Industry Investment Management
Experience
Fisher Investments March 2013 - Present
Gibson, Dunn & Crutcher LLP August 2012 - March 2013
Colliers International April 2009 - September 2012
Colliers International August 2008 - April 2009
CB Richard Ellis September 2005 - August 2008
Skills
Financial Analysis, Financial Planning, Budgets, Finance, Real Estate Economics, Market Analysis, Financial Modeling, Due Diligence, Forecasting, Leases, Real Estate, Valuation, Corporate Real Estate, Real Estate Transactions, Data Analysis, Corporate Finance
Education
California State University-Northridge 2008 — 2010
MBA, Finance
Chapman University, The George L. Argyros School of Business and Economics 2000 — 2004
Bachelor of Science, Business Administration
Oak Park
Fisher Investments March 2013 - Present
Gibson, Dunn & Crutcher LLP August 2012 - March 2013
Colliers International April 2009 - September 2012
Colliers International August 2008 - April 2009
CB Richard Ellis September 2005 - August 2008
Skills
Financial Analysis, Financial Planning, Budgets, Finance, Real Estate Economics, Market Analysis, Financial Modeling, Due Diligence, Forecasting, Leases, Real Estate, Valuation, Corporate Real Estate, Real Estate Transactions, Data Analysis, Corporate Finance
Education
California State University-Northridge 2008 — 2010
MBA, Finance
Chapman University, The George L. Argyros School of Business and Economics 2000 — 2004
Bachelor of Science, Business Administration
Oak Park
Danielle Rose's Fisher Investments Experience September 2010 - September 2011
Job Customer Relationship Marketing Manager at Sony PlayStation
Industry Marketing and Advertising
Experience
Sony PlayStation October 2011 - Present
Fisher Investments September 2010 - September 2011
Fisher Investments September 2007 - September 2010
Consynity, LLC January 2007 - December 2007
Skills
Online Advertising, Lead Generation, Marketing, Email Marketing, Direct Mail, Digital Marketing, CRM, Strategic Planning, Copywriting, Multi-channel Marketing, Social Media Marketing, Online Marketing, Strategy, Segmentation, Management, Creative Direction, Integrated Marketing, Campaign Management, Training, Marketing Strategy
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
Bachelor of Science, Business Administration, Marketing Management
Sony PlayStation October 2011 - Present
Fisher Investments September 2010 - September 2011
Fisher Investments September 2007 - September 2010
Consynity, LLC January 2007 - December 2007
Skills
Online Advertising, Lead Generation, Marketing, Email Marketing, Direct Mail, Digital Marketing, CRM, Strategic Planning, Copywriting, Multi-channel Marketing, Social Media Marketing, Online Marketing, Strategy, Segmentation, Management, Creative Direction, Integrated Marketing, Campaign Management, Training, Marketing Strategy
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
Bachelor of Science, Business Administration, Marketing Management
Mark Losson's Fisher Investments Experience Investment CounselorFisher Investments2006 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments Investment CounselorFisher Investments2006 - Present
Education
California Polytechnic State University-San Luis Obispo 1995 — 1997
Fisher Investments Investment CounselorFisher Investments2006 - Present
Education
California Polytechnic State University-San Luis Obispo 1995 — 1997
Heidi Bastel's Fisher Investments Experience 2002 - 2004
Job Controller at CourseSmart
Industry Financial Services
Experience
Alight July 2015 - Present
CourseSmart November 2012 - April 2015
Heliodyne January 2010 - November 2012
is starting to look for the next opportunity while searching for the next surf spot. March 2009 - December 2009
Barclays Global Investors November 2007 - March 2009
Quantal International 2005 - 2007
Strategy Capital 2004 - 2005
Fisher Investments 2002 - 2004
TenFold 2000 - 2001
BARCLAYS GLOBAL INVESTORS 1996 - 1999
Skills
Finance, Financial Reporting, Accounting, Risk Management, Budgets, Auditing, Strategy, Investments, Process Improvement, Asset Management, Forecasting, Management, Portfolio Management, Hedge Funds, Alternative Investments, Cash Management, Asset Managment, Investment Management, Capital Markets, Mergers & Acquisitions
Education
California Culinary Academy 1999 — 2000
Certificate, Baking and Pastry Arts
San Francisco State University, College of Business 1988 — 1991
MBA, Accounting and Finance
San Francisco State University, College of Business 1982 — 1986
B.S., Accounting
Alight July 2015 - Present
CourseSmart November 2012 - April 2015
Heliodyne January 2010 - November 2012
is starting to look for the next opportunity while searching for the next surf spot. March 2009 - December 2009
Barclays Global Investors November 2007 - March 2009
Quantal International 2005 - 2007
Strategy Capital 2004 - 2005
Fisher Investments 2002 - 2004
TenFold 2000 - 2001
BARCLAYS GLOBAL INVESTORS 1996 - 1999
Skills
Finance, Financial Reporting, Accounting, Risk Management, Budgets, Auditing, Strategy, Investments, Process Improvement, Asset Management, Forecasting, Management, Portfolio Management, Hedge Funds, Alternative Investments, Cash Management, Asset Managment, Investment Management, Capital Markets, Mergers & Acquisitions
Education
California Culinary Academy 1999 — 2000
Certificate, Baking and Pastry Arts
San Francisco State University, College of Business 1988 — 1991
MBA, Accounting and Finance
San Francisco State University, College of Business 1982 — 1986
B.S., Accounting
Kevin Roche's Fisher Investments Experience July 2013 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments July 2013 - Present
Fisher Investments November 2011 - July 2013
Fisher Investments October 2010 - December 2011
AXA Advisors September 2008 - March 2009
Copeland Sports May 2005 - November 2007
Scottrade January 2007 - June 2007
Insurance Relief/Pridestaff February 2006 - April 2006
Turner & Associates Law Firm May 2004 - August 2004
Skills
Corporate Actions, Securities Litigation, Equity Research, Securities Analysis, Securities License, Series 6, Series 63, Series 65, CA Insurance License, Investments, Customer Service, Data Analysis, Economics, Security Analysis, Financial Analysis, Securities, Wealth Management, Financial Services, Time Management
Education
California State University, Fresno 2003 — 2008
BS & BA, Business Administration and Finance; and Philosophy
Fisher Investments July 2013 - Present
Fisher Investments November 2011 - July 2013
Fisher Investments October 2010 - December 2011
AXA Advisors September 2008 - March 2009
Copeland Sports May 2005 - November 2007
Scottrade January 2007 - June 2007
Insurance Relief/Pridestaff February 2006 - April 2006
Turner & Associates Law Firm May 2004 - August 2004
Skills
Corporate Actions, Securities Litigation, Equity Research, Securities Analysis, Securities License, Series 6, Series 63, Series 65, CA Insurance License, Investments, Customer Service, Data Analysis, Economics, Security Analysis, Financial Analysis, Securities, Wealth Management, Financial Services, Time Management
Education
California State University, Fresno 2003 — 2008
BS & BA, Business Administration and Finance; and Philosophy
Chris Beesley's Fisher Investments Experience April 2008 - March 2014
Job Regional Vice President Sr. Wealth Advisor at Zions Bank
Industry Financial Services
Experience
Zions Bank April 2014 - Present
Fisher Investments April 2008 - March 2014
Fidelity Investments November 2005 - March 2008
VFI Corporate Finance February 2005 - November 2005
Skills
Asset Management, Portfolio Management, Strategic Financial..., Financial Analysis, Financial Services, Relationship Management, Finance, Life Insurance
Education
Western Governors University 2011 — 2011
Master of Business Administration (MBA), Strategy and Management
University of Utah 2004 — 2007
Bachelor's degree
Brigham Young University - Idaho 2000 — 2002
Associate's degree
Zions Bank April 2014 - Present
Fisher Investments April 2008 - March 2014
Fidelity Investments November 2005 - March 2008
VFI Corporate Finance February 2005 - November 2005
Skills
Asset Management, Portfolio Management, Strategic Financial..., Financial Analysis, Financial Services, Relationship Management, Finance, Life Insurance
Education
Western Governors University 2011 — 2011
Master of Business Administration (MBA), Strategy and Management
University of Utah 2004 — 2007
Bachelor's degree
Brigham Young University - Idaho 2000 — 2002
Associate's degree
Eric Loughran's Fisher Investments Experience May 2010 - December 2012
Job Portfolio Evaluation Analyst at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2010 - December 2012
Verizon Wireless July 2009 - May 2010
The Mobile Solution May 2007 - June 2009
Wells Fargo Financial July 2005 - June 2006
Skills
Credit, Relationship Management, Cold Calling, Mortgage Lending, Direct Sales, Qualifying Prospects, Loans, Salesforce.com, Sales Management, Forecasting, Sales Process, Customer Retention, Finance, Business Development, Selling Skills, Financial Analysis, Portfolio Management, Account Management, Strategic Financial...
Education
California State University-Chico 2000 — 2005
Business, Finance
Fisher Investments May 2010 - December 2012
Verizon Wireless July 2009 - May 2010
The Mobile Solution May 2007 - June 2009
Wells Fargo Financial July 2005 - June 2006
Skills
Credit, Relationship Management, Cold Calling, Mortgage Lending, Direct Sales, Qualifying Prospects, Loans, Salesforce.com, Sales Management, Forecasting, Sales Process, Customer Retention, Finance, Business Development, Selling Skills, Financial Analysis, Portfolio Management, Account Management, Strategic Financial...
Education
California State University-Chico 2000 — 2005
Business, Finance
Kate Rorer's Fisher Investments Experience January 2015 - Present
Job Investment Counselor at Fisher Investments
Industry Investment Management
Experience
Fisher Investments January 2015 - Present
Forester Capital, LLC October 2007 - August 2014
Metropolitan Real Estate Equity Management, LLC March 2007 - September 2007
Project MARA June 2006 - September 2006
Skills
Hedge Funds, Private Equity, Financial Modeling, Investments, Asset Management, Valuation, Alternative Investments, Emerging Markets, Bloomberg, Financial Analysis, Capital Markets, Investment Management, Portfolio Management, Due Diligence, Equities, Fixed Income, Investment Banking, Equity Research, Venture Capital
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Business Administration (MBA)
The London School of Economics and Political Science (LSE) 2005 — 2006
MSc, Decision Science
Bryn Mawr College 2001 — 2005
BA, Economics, Psychology
Fisher Investments January 2015 - Present
Forester Capital, LLC October 2007 - August 2014
Metropolitan Real Estate Equity Management, LLC March 2007 - September 2007
Project MARA June 2006 - September 2006
Skills
Hedge Funds, Private Equity, Financial Modeling, Investments, Asset Management, Valuation, Alternative Investments, Emerging Markets, Bloomberg, Financial Analysis, Capital Markets, Investment Management, Portfolio Management, Due Diligence, Equities, Fixed Income, Investment Banking, Equity Research, Venture Capital
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Business Administration (MBA)
The London School of Economics and Political Science (LSE) 2005 — 2006
MSc, Decision Science
Bryn Mawr College 2001 — 2005
BA, Economics, Psychology
Tommy Romero's Fisher Investments Experience April 2012 - Present
Job Successful financial industry leader with a broad scope of experience and track record.
Industry Financial Services
Experience
Fisher Investments April 2012 - Present
Fisher Investments January 2011 - Present
Fisher Investments November 2007 - December 2010
Fisher Investments April 2005 - October 2007
Fisher Investments February 2004 - March 2005
Fisher Investments August 2001 - January 2004
Fisher Investments August 2000 - August 2001
Balboa Capital January 1995 - July 2000
Balboa Capital September 1991 - December 1994
Education
California State Polytechnic University-Pomona
Bachelor of Arts (B.A.), Sales, Distribution, and Marketing Operations, General
Fisher Investments April 2012 - Present
Fisher Investments January 2011 - Present
Fisher Investments November 2007 - December 2010
Fisher Investments April 2005 - October 2007
Fisher Investments February 2004 - March 2005
Fisher Investments August 2001 - January 2004
Fisher Investments August 2000 - August 2001
Balboa Capital January 1995 - July 2000
Balboa Capital September 1991 - December 1994
Education
California State Polytechnic University-Pomona
Bachelor of Arts (B.A.), Sales, Distribution, and Marketing Operations, General
Ryan Hailey's Fisher Investments Experience 2004 - 2007
Job Manager, Marketing at Move, Inc (TigerLead)
Industry Marketing and Advertising
Experience
Move, Inc (TigerLead) March 2015 - Present
TigerLead Solutions April 2009 - March 2015
Red Bricks Media 2006 - 2008
Fisher Investments 2004 - 2007
Skills
Online Marketing, Lead Generation, Analytics, SEM, Digital Marketing, Google Analytics, Web Analytics, Online Advertising, PPC, Omniture, Google Adwords, Client Services, Marketing Strategy, Landing Page..., Email Marketing, Mobile Marketing, Social Media Marketing
Education
California Polytechnic State University-San Luis Obispo 1999 — 2004
BS/BA, Business, History
Move, Inc (TigerLead) March 2015 - Present
TigerLead Solutions April 2009 - March 2015
Red Bricks Media 2006 - 2008
Fisher Investments 2004 - 2007
Skills
Online Marketing, Lead Generation, Analytics, SEM, Digital Marketing, Google Analytics, Web Analytics, Online Advertising, PPC, Omniture, Google Adwords, Client Services, Marketing Strategy, Landing Page..., Email Marketing, Mobile Marketing, Social Media Marketing
Education
California Polytechnic State University-San Luis Obispo 1999 — 2004
BS/BA, Business, History
Elysse Kray's Fisher Investments Experience February 2010 - June 2012
Job Partner, Beautique Beauty Bar
Industry Consumer Goods
Experience
ICONIQ Capital November 2013 - September 2014
Bessemer Trust April 2012 - November 2013
Fisher Investments February 2010 - June 2012
ILFC March 2009 - February 2010
Private Banking and Investment Group at Merrill Lynch July 2008 - March 2009
Skills
Hedge Funds, Asset Managment, Equities, Bloomberg, Litigation, Investments, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Securities, Due Diligence, Microsoft Office, Valuation, Asset Management, Asset Allocation, Wealth Management, Investment Advisory, Client Services, Wealth Management..., High Net Worth...
Education
University of California, Los Angeles 2006 — 2008
B.A., Political Science
Cañada College 2004 — 2006
General Education Requirements, Political Science
ICONIQ Capital November 2013 - September 2014
Bessemer Trust April 2012 - November 2013
Fisher Investments February 2010 - June 2012
ILFC March 2009 - February 2010
Private Banking and Investment Group at Merrill Lynch July 2008 - March 2009
Skills
Hedge Funds, Asset Managment, Equities, Bloomberg, Litigation, Investments, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Securities, Due Diligence, Microsoft Office, Valuation, Asset Management, Asset Allocation, Wealth Management, Investment Advisory, Client Services, Wealth Management..., High Net Worth...
Education
University of California, Los Angeles 2006 — 2008
B.A., Political Science
Cañada College 2004 — 2006
General Education Requirements, Political Science
Menandro Madlansacay's Fisher Investments Experience January 2012 - Present
Job Information Technology
Industry Information Technology and Services
Experience
Fisher Investments January 2012 - Present
Fisher Investments March 2007 - January 2012
Philips 2001 - 2007
Skills
Manual Testing, Test Planning, Test Cases, Regression Testing, SQL, Testing, CRM, Windows, User Acceptance Testing, System Testing, Technical Support, Program Management, Quality Assurance, Process Improvement, Microsoft Office, Customer Service, Microsoft Excel, Outlook, Software Documentation
Education
California State University-East Bay
Fisher Investments January 2012 - Present
Fisher Investments March 2007 - January 2012
Philips 2001 - 2007
Skills
Manual Testing, Test Planning, Test Cases, Regression Testing, SQL, Testing, CRM, Windows, User Acceptance Testing, System Testing, Technical Support, Program Management, Quality Assurance, Process Improvement, Microsoft Office, Customer Service, Microsoft Excel, Outlook, Software Documentation
Education
California State University-East Bay
Terry Buckley, CFA's Fisher Investments Experience 1993 - 1995
Job Institutional Asset Management Sales
Industry Investment Management
Experience
TIAA-CREF, TC Asset Management July 2010 - June 2014
Franklin Templeton Investments 1999 - 2009
Barclays Global Investors 1996 - 1999
Fisher Investments 1993 - 1995
Skills
Sales, Client Services, Equities, Fixed Income, Institutional..., Management, Marketing, Series 7, Series 63
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
MBA, Finance Emphasis
Washington State University - College of Business and Economics 1978 — 1981
BA, Finance
TIAA-CREF, TC Asset Management July 2010 - June 2014
Franklin Templeton Investments 1999 - 2009
Barclays Global Investors 1996 - 1999
Fisher Investments 1993 - 1995
Skills
Sales, Client Services, Equities, Fixed Income, Institutional..., Management, Marketing, Series 7, Series 63
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
MBA, Finance Emphasis
Washington State University - College of Business and Economics 1978 — 1981
BA, Finance
Danny McCullough's Fisher Investments Experience December 2011 - July 2014
Job Strategic Accounts at Collective Health
Industry Financial Services
Experience
Collective Health August 2015 - Present
Zuora January 2015 - July 2015
Fisher Investments December 2011 - July 2014
Skills
Consultative Selling..., Sales, Onyx CRM, Topaz, Microsoft Excel, Corporate Communications, Prospect Research, Qualifying Prospects, Cold Calling, Sales Presentations, Direct Sales, Investments, Wealth Management, Relationship Management, Asset Management, Sales Process, Leadership, Management, Marketing, Salesforce.com, Strategy, Customer Service, PowerPoint, Social Media, Social Networking
Education
California Polytechnic State University-San Luis Obispo 2009 — 2011
Bachelor's degree, Finance, General
Ashville College - United Kingdom 1996 — 2006
A Levels, General
Collective Health August 2015 - Present
Zuora January 2015 - July 2015
Fisher Investments December 2011 - July 2014
Skills
Consultative Selling..., Sales, Onyx CRM, Topaz, Microsoft Excel, Corporate Communications, Prospect Research, Qualifying Prospects, Cold Calling, Sales Presentations, Direct Sales, Investments, Wealth Management, Relationship Management, Asset Management, Sales Process, Leadership, Management, Marketing, Salesforce.com, Strategy, Customer Service, PowerPoint, Social Media, Social Networking
Education
California Polytechnic State University-San Luis Obispo 2009 — 2011
Bachelor's degree, Finance, General
Ashville College - United Kingdom 1996 — 2006
A Levels, General
Lino Valdivia's Fisher Investments Experience January 2014 - Present
Job Account Executive at Fisher Investments
Industry Accounting
Experience
Fisher Investments January 2014 - Present
Bank of America September 2011 - Present
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Fisher Investments January 2014 - Present
Bank of America September 2011 - Present
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bryan Beasley's Fisher Investments Experience March 2003 - April 2005
Job Business Development at Bedrock Technology Partners
Industry Information Technology and Services
Experience
Bedrock Technology Partners May 2014 - Present
Cadillac Match play 2015 - 2015
Cadillac Match play 2015 - 2015
PBM May 2007 - May 2014
FOX HOLLOW TECHNOLOGY May 2005 - May 2007
Fisher Investments March 2003 - April 2005
chipshot.com 2000 - 2002
Savin Technologies Inc,. 1999 - 2000
Skills
Strategic Planning, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Budgets, Teaching, Photoshop, Negotiation, Team Building, Event Planning, Event Management, Sales, Marketing, Management, Business Development, Account Management, Marketing Strategy, Project Management, Social Media, Salesforce.com, Leadership, Team Leadership
Education
Claremont McKenna College 1989 — 1993
Bachelor of Arts (B.A.), LITERATURE
Saint Francis High School 1986 — 1989
Bedrock Technology Partners May 2014 - Present
Cadillac Match play 2015 - 2015
Cadillac Match play 2015 - 2015
PBM May 2007 - May 2014
FOX HOLLOW TECHNOLOGY May 2005 - May 2007
Fisher Investments March 2003 - April 2005
chipshot.com 2000 - 2002
Savin Technologies Inc,. 1999 - 2000
Skills
Strategic Planning, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Budgets, Teaching, Photoshop, Negotiation, Team Building, Event Planning, Event Management, Sales, Marketing, Management, Business Development, Account Management, Marketing Strategy, Project Management, Social Media, Salesforce.com, Leadership, Team Leadership
Education
Claremont McKenna College 1989 — 1993
Bachelor of Arts (B.A.), LITERATURE
Saint Francis High School 1986 — 1989
Robert Stennett's Fisher Investments Experience 2010 - Present
Job Research, Analytics, and Production Associate at Fisher Investments
Industry Investment Management
Experience
Fisher Investments 2010 - Present
FolioDynamix 2008 - 2010
Education
California State University-Sacramento 2005 — 2010
Fisher Investments 2010 - Present
FolioDynamix 2008 - 2010
Education
California State University-Sacramento 2005 — 2010
Jason Kurpinsky's Fisher Investments Experience December 2011 - May 2012
Job Jr. Administrative Analyst at San Francisco Public Utilities Commission (SF Water Power Sewer)
Industry Government Administration
Experience
San Francisco Public Utilities Commission (SF Water Power Sewer) July 2013 - Present
Fisher Investments December 2011 - May 2012
Fisher Investments September 2011 - December 2011
East Bay Motorsports June 2001 - October 2011
Skills
Excel, Procurement, Reporting & Analysis, Fleet Operations, Outlook, Word, Data Analysis, PowerPoint, Sales, Customer Service, Lead Generation, Marketing Research, Access, Financial Modeling, Solver, Microsoft Excel, Microsoft Word, Microsoft Office, Analysis, Budgets
Education
California State University-East Bay 2009 — 2011
B.S. Business Administration, Option in Finance and Corporate Management
Las Positas College 2005 — 2008
A.A., Liberal Arts and Sciences
San Francisco Public Utilities Commission (SF Water Power Sewer) July 2013 - Present
Fisher Investments December 2011 - May 2012
Fisher Investments September 2011 - December 2011
East Bay Motorsports June 2001 - October 2011
Skills
Excel, Procurement, Reporting & Analysis, Fleet Operations, Outlook, Word, Data Analysis, PowerPoint, Sales, Customer Service, Lead Generation, Marketing Research, Access, Financial Modeling, Solver, Microsoft Excel, Microsoft Word, Microsoft Office, Analysis, Budgets
Education
California State University-East Bay 2009 — 2011
B.S. Business Administration, Option in Finance and Corporate Management
Las Positas College 2005 — 2008
A.A., Liberal Arts and Sciences
Matina Katsiouleris's Fisher Investments Experience January 2015 - Present
Job at
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
Fisher Investments September 2014 - Present
Fisher Investments September 2013 - Present
Miro Technologies June 2012 - March 2013
AIESEC San Luis Obispo January 2012 - January 2013
Campus Special January 2012 - February 2012
Rio Tinto Minerals June 2011 - August 2011
Skills
Event Planning, Event Management, PowerPoint, Management, Recruiting, Strategic Planning, Sales, Marketing, Public Relations, Microsoft Excel, Social Media Marketing, Facebook, Social Media, Team Leadership, Market Research, Customer Service, Social Networking, Online Advertising, International Relations, Time Management, Microsoft Office, Marketing Strategy, Project Management, Microsoft Word, Leadership, Analysis, Public Speaking, Teamwork, Marketing Communications, Access, Salesforce.com, Fundraising
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
BS Economics, International Business
John Cabot University and CEA Global
Fisher Investments January 2015 - Present
Fisher Investments September 2014 - Present
Fisher Investments September 2013 - Present
Miro Technologies June 2012 - March 2013
AIESEC San Luis Obispo January 2012 - January 2013
Campus Special January 2012 - February 2012
Rio Tinto Minerals June 2011 - August 2011
Skills
Event Planning, Event Management, PowerPoint, Management, Recruiting, Strategic Planning, Sales, Marketing, Public Relations, Microsoft Excel, Social Media Marketing, Facebook, Social Media, Team Leadership, Market Research, Customer Service, Social Networking, Online Advertising, International Relations, Time Management, Microsoft Office, Marketing Strategy, Project Management, Microsoft Word, Leadership, Analysis, Public Speaking, Teamwork, Marketing Communications, Access, Salesforce.com, Fundraising
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
BS Economics, International Business
John Cabot University and CEA Global
Kendra Becker's Fisher Investments Experience 2007 - 2012
Job Administrative Assistant
Industry Real Estate
Experience
Marcus & Millichap April 2013 - Present
Fisher Investments 2007 - 2012
Fisher Investments April 2008 - October 2011
Fisher Investments May 2007 - April 2008
RSVP Publications December 2002 - December 2003
Boardwalk Auto January 2002 - November 2002
Education
California State University-East Bay
B.A, Psychology
Marcus & Millichap April 2013 - Present
Fisher Investments 2007 - 2012
Fisher Investments April 2008 - October 2011
Fisher Investments May 2007 - April 2008
RSVP Publications December 2002 - December 2003
Boardwalk Auto January 2002 - November 2002
Education
California State University-East Bay
B.A, Psychology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY