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
Scherezad Yusef Scherezad Yusef's Fisher Investments Experience January 2015 - Present
Job Diversity and Inclusion Specialist, MPA
Industry Public Policy
Experience
Fisher Investments January 2015 - Present
Holy Names Academy February 2014 - June 2014
ADVANCE Center for Institutional Change October 2012 - October 2013
Law Office of David A. Trieweiler and Cathy Gormley July 2012 - December 2012
Department of Global Health, Harborview Medical Center September 2011 - October 2012
SOAR January 2011 - June 2012
Clark College Library April 2010 - November 2010
Vancouver Tennis Center September 2009 - March 2010
AVID January 2009 - January 2010
California Polytechnic State University Engineering Dept. June 2009 - August 2009
Skills
Proficient with PC and..., Proficient in Microsoft..., Experience with..., Microsoft Excel, Editing, Research, Mac, Maintenance & Repair, Public Speaking, Interfaces, PowerPoint, Social Media, Facebook, Management, Adobe Creative Suite, Public Relations
Education
University of Washington 2012 — 2014
Master's Degree, Public Administration, 3.26
University of Washington 2010 — 2012
Bachelor of Arts (B.A.), English, 3.56
Clark College 2008 — 2010
Associate of Arts (A.A.), English
Fisher Investments January 2015 - Present
Holy Names Academy February 2014 - June 2014
ADVANCE Center for Institutional Change October 2012 - October 2013
Law Office of David A. Trieweiler and Cathy Gormley July 2012 - December 2012
Department of Global Health, Harborview Medical Center September 2011 - October 2012
SOAR January 2011 - June 2012
Clark College Library April 2010 - November 2010
Vancouver Tennis Center September 2009 - March 2010
AVID January 2009 - January 2010
California Polytechnic State University Engineering Dept. June 2009 - August 2009
Skills
Proficient with PC and..., Proficient in Microsoft..., Experience with..., Microsoft Excel, Editing, Research, Mac, Maintenance & Repair, Public Speaking, Interfaces, PowerPoint, Social Media, Facebook, Management, Adobe Creative Suite, Public Relations
Education
University of Washington 2012 — 2014
Master's Degree, Public Administration, 3.26
University of Washington 2010 — 2012
Bachelor of Arts (B.A.), English, 3.56
Clark College 2008 — 2010
Associate of Arts (A.A.), English
John Kordahl's Fisher Investments Experience July 2012 - April 2014
Job Account Executive at Demandforce
Industry Financial Services
Experience
Demandforce May 2014 - January 2015
Fisher Investments July 2012 - April 2014
ProWorld - Intrax June 2011 - August 2011
Winter Street Capital, LLC January 2011 - March 2011
Skills
Market Research, Salesforce.com, Financial Modeling, Data Analysis, Social Media, Financial Analysis, Business Development, Microsoft Excel, PowerPoint, Valuation, Leadership, Investments, SaaS
Education
Dartmouth College 2008 — 2012
B.A., double major in History and Government
American School of Paris 2004 — 2008
International Baccalaureate
Demandforce May 2014 - January 2015
Fisher Investments July 2012 - April 2014
ProWorld - Intrax June 2011 - August 2011
Winter Street Capital, LLC January 2011 - March 2011
Skills
Market Research, Salesforce.com, Financial Modeling, Data Analysis, Social Media, Financial Analysis, Business Development, Microsoft Excel, PowerPoint, Valuation, Leadership, Investments, SaaS
Education
Dartmouth College 2008 — 2012
B.A., double major in History and Government
American School of Paris 2004 — 2008
International Baccalaureate
Skylar T. Edwards Skylar T. Edwards's Fisher Investments Experience July 2013 - November 2013
Job Business Manager at Custom Metal Industries
Industry Building Materials
Experience
Custom Metal Industries December 2013 - Present
Fisher Investments July 2013 - November 2013
JPMorgan Chase August 2012 - July 2013
JPMorgan Chase July 2010 - August 2012
JPMorgan Chase July 2011 - July 2012
JPMorgan Chase July 2010 - July 2011
Infinamic, Inc. May 2008 - June 2010
Skills
Banking, Leadership, Sales, Relationship Management, Customer Service, Management, Sales Management, Customer Experience, Team Management, Personal Finance, Financial Management, Financial Services, Coaching, Training, Marketing, Portfolio Management, Mergers & Acquisitions, B2B Marketing, Project Management, Investments, Loans, Financial Analysis, Steel, Manufacturing, Purchasing, Customer Relations
Education
Indiana University Bloomington 2006 — 2010
Bachelor’s Degree
DePaul University 2011 — 2011
Continuing & Professional Education Certificate, Summer Business Institute
Lincoln Memorial University 2005 — 2006
Business Administration and Management, General
Custom Metal Industries December 2013 - Present
Fisher Investments July 2013 - November 2013
JPMorgan Chase August 2012 - July 2013
JPMorgan Chase July 2010 - August 2012
JPMorgan Chase July 2011 - July 2012
JPMorgan Chase July 2010 - July 2011
Infinamic, Inc. May 2008 - June 2010
Skills
Banking, Leadership, Sales, Relationship Management, Customer Service, Management, Sales Management, Customer Experience, Team Management, Personal Finance, Financial Management, Financial Services, Coaching, Training, Marketing, Portfolio Management, Mergers & Acquisitions, B2B Marketing, Project Management, Investments, Loans, Financial Analysis, Steel, Manufacturing, Purchasing, Customer Relations
Education
Indiana University Bloomington 2006 — 2010
Bachelor’s Degree
DePaul University 2011 — 2011
Continuing & Professional Education Certificate, Summer Business Institute
Lincoln Memorial University 2005 — 2006
Business Administration and Management, General
Amanda Elsner Amanda Elsner's Fisher Investments Experience August 2014 - Present
Job Staff Coordinator at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2014 - Present
Idaho Central Credit Union October 2013 - June 2014
Family Life Church June 2012 - June 2013
Skills
Microsoft Office, Customer Service, Leadership, PowerPoint, Event Planning, Social Networking, Social Media, Microsoft Word, Finance, Sales
Education
College of Western Idaho 2011 — 2013
English Language and Literature, General
Fisher Investments August 2014 - Present
Idaho Central Credit Union October 2013 - June 2014
Family Life Church June 2012 - June 2013
Skills
Microsoft Office, Customer Service, Leadership, PowerPoint, Event Planning, Social Networking, Social Media, Microsoft Word, Finance, Sales
Education
College of Western Idaho 2011 — 2013
English Language and Literature, General
Austin Webber's Fisher Investments Experience July 2014 - Present
Job Account Coordinator | Client Service Analyst
Industry Financial Services
Experience
Fisher Investments July 2014 - Present
IT'SUGAR December 2013 - June 2014
Abercrombie & Fitch December 2011 - December 2013
Red Communications June 2009 - March 2010
Skills
Recruiting, Store Management, Customer Service, Merchandising, Store Operations, Retail Sales, Retail, Visual Merchandising, Loss Prevention, Team Building, Training, Sales, Leadership Development, Interviews, Inventory Management, Human Resources, Associate Development, Constructive Feedback, Inventory Planning, People Development, New Store Openings, Hiring, Merchandise Planning, Inventory Control, Shrinkage, Driving Results, Social Networking, Apparel, Planograms, Microsoft Word, Customer Experience, Stock Management, Microsoft Office, Phone Etiquette, Conducting Interviews, Food Safety Management..., New Store Development, Outlook, Microsoft Excel, New Hire Training, Sales Analysis, Public Speaking, Time Management, Leadership, Research, Management, Teamwork
Education
California State University-East Bay 2009 — 2012
B.A., Economics
College of San Mateo 2007 — 2009
Burlingame High School 2005 — 2009
Fisher Investments July 2014 - Present
IT'SUGAR December 2013 - June 2014
Abercrombie & Fitch December 2011 - December 2013
Red Communications June 2009 - March 2010
Skills
Recruiting, Store Management, Customer Service, Merchandising, Store Operations, Retail Sales, Retail, Visual Merchandising, Loss Prevention, Team Building, Training, Sales, Leadership Development, Interviews, Inventory Management, Human Resources, Associate Development, Constructive Feedback, Inventory Planning, People Development, New Store Openings, Hiring, Merchandise Planning, Inventory Control, Shrinkage, Driving Results, Social Networking, Apparel, Planograms, Microsoft Word, Customer Experience, Stock Management, Microsoft Office, Phone Etiquette, Conducting Interviews, Food Safety Management..., New Store Development, Outlook, Microsoft Excel, New Hire Training, Sales Analysis, Public Speaking, Time Management, Leadership, Research, Management, Teamwork
Education
California State University-East Bay 2009 — 2012
B.A., Economics
College of San Mateo 2007 — 2009
Burlingame High School 2005 — 2009
Rich Liu's Fisher Investments Experience 2008 - 2010
Job Vice President, MuleSoft; Startup Advisor
Industry Internet
Experience
MuleSoft 2015 - Present
Trusper 2013 - Present
Avegant 2015 - Present
Chinese Software Professionals Association 2012 - 2015
Piazza 2014 - 2014
Facebook 2010 - 2014
Fisher Investments 2008 - 2010
Fisher Investments 2007 - 2008
Fisher Investments 2002 - 2006
Lawrence Berkeley National Laboratory 2001 - 2002
Skills
Strategic Leadership, Sales Management, Direct Sales, Marketing, Social Media, Start-ups, Cross-functional Team..., Project Management, Business Strategy, Data Analysis, B2B Marketing, Wireless, Technology, Strategy, Digital Marketing, New Business Development, Online Advertising, Leadership, Entrepreneurship, Strategic Partnerships, Management, Sales, Account Management, Business Development, Product Management, Product Marketing, Analytics, Competitive Analysis, Sales Operations, Lead Generation, E-commerce, SEM, CRM
Education
Yale University
B.S. with Distinction, Biomedical Engineering
Columbia University in the City of New York
MuleSoft 2015 - Present
Trusper 2013 - Present
Avegant 2015 - Present
Chinese Software Professionals Association 2012 - 2015
Piazza 2014 - 2014
Facebook 2010 - 2014
Fisher Investments 2008 - 2010
Fisher Investments 2007 - 2008
Fisher Investments 2002 - 2006
Lawrence Berkeley National Laboratory 2001 - 2002
Skills
Strategic Leadership, Sales Management, Direct Sales, Marketing, Social Media, Start-ups, Cross-functional Team..., Project Management, Business Strategy, Data Analysis, B2B Marketing, Wireless, Technology, Strategy, Digital Marketing, New Business Development, Online Advertising, Leadership, Entrepreneurship, Strategic Partnerships, Management, Sales, Account Management, Business Development, Product Management, Product Marketing, Analytics, Competitive Analysis, Sales Operations, Lead Generation, E-commerce, SEM, CRM
Education
Yale University
B.S. with Distinction, Biomedical Engineering
Columbia University in the City of New York
Jacob M. Gamble Jacob M. Gamble's Fisher Investments Experience December 2013 - July 2015
Job Investment Manager Single Family Office
Industry Investment Management
Experience
Coremix Capital, LLC July 2015 - Present
Fisher Investments December 2013 - July 2015
Fisher Investments March 2011 - December 2013
Fisher Investments December 2009 - March 2011
Fisher Investments October 2003 - December 2009
Fisher Investments March 2003 - October 2003
Fisher Investments June 2002 - March 2003
Education
Florida Institute of Technology
Master of Science (M.S.), Management
Oregon State University
Bachelor of Science (B.S.), General Science
Stanford University
Post Baccalaureate Studies - Economics
Coremix Capital, LLC July 2015 - Present
Fisher Investments December 2013 - July 2015
Fisher Investments March 2011 - December 2013
Fisher Investments December 2009 - March 2011
Fisher Investments October 2003 - December 2009
Fisher Investments March 2003 - October 2003
Fisher Investments June 2002 - March 2003
Education
Florida Institute of Technology
Master of Science (M.S.), Management
Oregon State University
Bachelor of Science (B.S.), General Science
Stanford University
Post Baccalaureate Studies - Economics
TJ Tanberg TJ Tanberg's Fisher Investments Experience January 2007 - January 2008
Job Vice President of Sales at Certent
Industry Computer Software
Experience
Certent, Inc. April 2013 - Present
NetFactor June 2012 - April 2013
ReadyFUND$ Payroll Cards July 2011 - June 2012
Jones Lang LaSalle January 2008 - July 2011
Fisher Investments January 2007 - January 2008
Principal Financial Group January 2004 - December 2006
AXA Advisors 2000 - 2004
Skills
Leadership, Sales Process, Sales Operations, Strategic Planning, Start-ups, CRM, Sales Management, Salesforce.com, Management, Strategy, Sales Management..., Sales Coaching, Strategic Partnerships, SaaS, New Business Development, Recruiting, Direct Sales, B2B, Marketing, Sales, Contract Negotiation, Online Advertising, Business Planning, Inside Sales, Lead Generation, Strategic Sales Plans, Operations Management, Team Leadership, Customer Relations, SEO
Education
Colorado College 1994 — 1998
Psychology
Certent, Inc. April 2013 - Present
NetFactor June 2012 - April 2013
ReadyFUND$ Payroll Cards July 2011 - June 2012
Jones Lang LaSalle January 2008 - July 2011
Fisher Investments January 2007 - January 2008
Principal Financial Group January 2004 - December 2006
AXA Advisors 2000 - 2004
Skills
Leadership, Sales Process, Sales Operations, Strategic Planning, Start-ups, CRM, Sales Management, Salesforce.com, Management, Strategy, Sales Management..., Sales Coaching, Strategic Partnerships, SaaS, New Business Development, Recruiting, Direct Sales, B2B, Marketing, Sales, Contract Negotiation, Online Advertising, Business Planning, Inside Sales, Lead Generation, Strategic Sales Plans, Operations Management, Team Leadership, Customer Relations, SEO
Education
Colorado College 1994 — 1998
Psychology
Brian Haagen Brian Haagen's Fisher Investments Experience April 2014 - Present
Job Investment Counselor at Fisher Investments
Industry Investment Management
Experience
Fisher Investments April 2014 - Present
The Shidler Group April 2012 - April 2014
University of Hawaii at Manoa August 2011 - May 2013
Coldwell Banker Seal July 2006 - August 2011
Education
University of Hawaii - College of Business Administration 2011 — 2013
MBA, Finance
Washington State University - College of Business and Economics 2009 — 2010
B.A. in Business Administration
Clark College 2004 — 2006
Associate in Arts, Business
Fisher Investments April 2014 - Present
The Shidler Group April 2012 - April 2014
University of Hawaii at Manoa August 2011 - May 2013
Coldwell Banker Seal July 2006 - August 2011
Education
University of Hawaii - College of Business Administration 2011 — 2013
MBA, Finance
Washington State University - College of Business and Economics 2009 — 2010
B.A. in Business Administration
Clark College 2004 — 2006
Associate in Arts, Business
Laura E. A. (Diestler) Park's Fisher Investments Experience April 2015 - Present
Job Client Programs Associate at Fisher Investments
Industry Events Services
Experience
Fisher Investments April 2015 - Present
Fisher Investments May 2014 - Present
Journey Theater Arts Group March 2014 - Present
Blush Bridal March 2014 - January 2015
Eastern University August 2012 - December 2013
Wayne Ballet Center August 2010 - December 2013
Eastern University Dance Department August 2010 - December 2013
Gracelina Jewelry January 2011 - September 2013
School of Worship Rock April 2013 - August 2013
Cal Blue Camp May 2012 - August 2013
Education
Eastern University 2010 — 2013
Dance, Dance/Psychology/Pre-Nursing
Rosemont College 2012 — 2013
American Sign Language (ASL)
Campolindo High School 2006 — 2010
Fisher Investments April 2015 - Present
Fisher Investments May 2014 - Present
Journey Theater Arts Group March 2014 - Present
Blush Bridal March 2014 - January 2015
Eastern University August 2012 - December 2013
Wayne Ballet Center August 2010 - December 2013
Eastern University Dance Department August 2010 - December 2013
Gracelina Jewelry January 2011 - September 2013
School of Worship Rock April 2013 - August 2013
Cal Blue Camp May 2012 - August 2013
Education
Eastern University 2010 — 2013
Dance, Dance/Psychology/Pre-Nursing
Rosemont College 2012 — 2013
American Sign Language (ASL)
Campolindo High School 2006 — 2010
Seth Groener's Fisher Investments Experience August 2008 - Present
Job Research Analyst Capital Markets at Fisher Investments
Industry Investment Management
Experience
Fisher Investments August 2008 - Present
Fisher Investments August 2008 - April 2012
Apple, Inc. May 2007 - June 2008
EarthLink Inc October 1998 - June 2006
Skills
Investments, Portfolio Management, Asset Managment, Business Development, Marketing, Asset Allocation, Financial Modeling, Competitive Analysis, Analytics, Product Management, Valuation, Business Strategy, Financial Analysis, Strategy, Cross-functional Team..., Business Analysis, Asset Management, Strategic Planning
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Investment Finance, Asset Management
University of Hull 1996 — 1997
Bachelor of Arts (BA), English Literature
University of Iowa 1993 — 1996
BA, English
Fisher Investments August 2008 - Present
Fisher Investments August 2008 - April 2012
Apple, Inc. May 2007 - June 2008
EarthLink Inc October 1998 - June 2006
Skills
Investments, Portfolio Management, Asset Managment, Business Development, Marketing, Asset Allocation, Financial Modeling, Competitive Analysis, Analytics, Product Management, Valuation, Business Strategy, Financial Analysis, Strategy, Cross-functional Team..., Business Analysis, Asset Management, Strategic Planning
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Investment Finance, Asset Management
University of Hull 1996 — 1997
Bachelor of Arts (BA), English Literature
University of Iowa 1993 — 1996
BA, English
Luis R Sierra, MBA Luis R Sierra, MBA's Fisher Investments Experience April 2014 - Present
Job Financial Services Professional | SpanishFrench Fluent
Industry Financial Services
Experience
Fisher Investments April 2014 - Present
Fox Consulting Project April 2013 - June 2013
Efficient Advisors, LLC November 2010 - July 2012
Vanguard October 2009 - October 2010
Philadelphia Runner September 2008 - October 2010
Delaware Investments May 2008 - September 2008
ACE Insurance of North America April 2007 - August 2007
International Personnel Resources, Inc. April 2006 - September 2006
Skills
Strategy, Financial Analysis, Mutual Funds, Microsoft Excel, Investments, Strategic Planning, Business Analysis, Management, Customer Service, Financial Services, Microsoft Office, PowerPoint, Data Analysis, Statistics, French, Risk Management, Spanish, Finance, Competitive Analysis, ETFs, Series 6, Series 63, Series 65
Education
Temple University - Fox School of Business and Management 2012 — 2013
Master of Business Administration (MBA), MS in Finance, 3.6
Ecole nationale des Ponts et Chaussées 2012 — 2012
Tri-Continent MBA, International Business
Drexel University 2004 — 2009
B.S. of Business Administration, Finance and International Business, 3.4
ESCE 2007 — 2008
Study Abroad La Defense - Paris, France
2016 CFA Level II Candidate
Fisher Investments April 2014 - Present
Fox Consulting Project April 2013 - June 2013
Efficient Advisors, LLC November 2010 - July 2012
Vanguard October 2009 - October 2010
Philadelphia Runner September 2008 - October 2010
Delaware Investments May 2008 - September 2008
ACE Insurance of North America April 2007 - August 2007
International Personnel Resources, Inc. April 2006 - September 2006
Skills
Strategy, Financial Analysis, Mutual Funds, Microsoft Excel, Investments, Strategic Planning, Business Analysis, Management, Customer Service, Financial Services, Microsoft Office, PowerPoint, Data Analysis, Statistics, French, Risk Management, Spanish, Finance, Competitive Analysis, ETFs, Series 6, Series 63, Series 65
Education
Temple University - Fox School of Business and Management 2012 — 2013
Master of Business Administration (MBA), MS in Finance, 3.6
Ecole nationale des Ponts et Chaussées 2012 — 2012
Tri-Continent MBA, International Business
Drexel University 2004 — 2009
B.S. of Business Administration, Finance and International Business, 3.4
ESCE 2007 — 2008
Study Abroad La Defense - Paris, France
2016 CFA Level II Candidate
Christian J. Graham's Fisher Investments Experience March 2008 - September 2010
Job Vice President at Globe Tax Services, Inc.
Industry Financial Services
Experience
Globe Tax Services, Inc. April 2012 - Present
Fisher Investments March 2008 - September 2010
U.S. Department of Justice, Criminal Division November 2007 - January 2008
CWC Advisors June 2006 - November 2007
TD Ameritrade Institutional December 1999 - February 2006
Skills
Relationship Management, Personal Data Protection, Security Management, Interviewing, Bloomberg, Salesforce.com, Surveillance, KYC, Security and Fraud..., Database Management, CRM, Research, Due Diligence, Presentation..., Operations, Process Management, Customer Prospecting, Customer Engagement, Superior Client Service, Handle Confidential..., Interviewing Techniques, SharePoint, MS Office, Disaster Recovery, Disaster Response, Client Services, Interviews, Series 7, Financial Services, Securities, Investment Advisory, New Business Development, Analysis, Asset Allocation, Microsoft Office, Client Prospecting, Strategy, Management, Investments
Education
Concordia University-Portland
Business Management & Communications
Globe Tax Services, Inc. April 2012 - Present
Fisher Investments March 2008 - September 2010
U.S. Department of Justice, Criminal Division November 2007 - January 2008
CWC Advisors June 2006 - November 2007
TD Ameritrade Institutional December 1999 - February 2006
Skills
Relationship Management, Personal Data Protection, Security Management, Interviewing, Bloomberg, Salesforce.com, Surveillance, KYC, Security and Fraud..., Database Management, CRM, Research, Due Diligence, Presentation..., Operations, Process Management, Customer Prospecting, Customer Engagement, Superior Client Service, Handle Confidential..., Interviewing Techniques, SharePoint, MS Office, Disaster Recovery, Disaster Response, Client Services, Interviews, Series 7, Financial Services, Securities, Investment Advisory, New Business Development, Analysis, Asset Allocation, Microsoft Office, Client Prospecting, Strategy, Management, Investments
Education
Concordia University-Portland
Business Management & Communications
Sam Brigham Sam Brigham's Fisher Investments Experience November 2014 - Present
Job Client Service Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments November 2014 - Present
Beta Theta Pi, Alpha Eta Chapter January 2013 - January 2014
Cassidy Turley May 2013 - August 2013
Skills
Leadership, Microsoft Excel, PowerPoint, Budgets, Public Speaking, Analysis, Event Management, Research, Strategy, Data Analysis, Economics, Fundraising, Nonprofits, Marketing
Education
Denison University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Physics, Junior
Fisher Investments November 2014 - Present
Beta Theta Pi, Alpha Eta Chapter January 2013 - January 2014
Cassidy Turley May 2013 - August 2013
Skills
Leadership, Microsoft Excel, PowerPoint, Budgets, Public Speaking, Analysis, Event Management, Research, Strategy, Data Analysis, Economics, Fundraising, Nonprofits, Marketing
Education
Denison University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Physics, Junior
Nicole Kucewicz Nicole Kucewicz's Fisher Investments Experience March 2008 - November 2009
Job Marketing Associate, Institutional Marketing at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors August 2014 - Present
Allianz Global Investors October 2012 - August 2014
Allianz Global Investors July 2012 - August 2012
Lateef Investment Management October 2011 - March 2012
RCM (a member of Allianz Global Investors) May 2010 - October 2011
Fisher Investments March 2008 - November 2009
Fisher Investments May 2007 - March 2008
Swanson Services Corporation February 2006 - April 2007
Denver Doubletree Hotel April 2000 - April 2007
Colorado State Capitol January 2005 - May 2005
Skills
Research, Microsoft Office, Proposal Writing, Database Administration, Proofreading, FactSet, RFP Generation, RFP Design, Writing, News Writing, Creative Writing, Volunteering, Leadership, Alumni Relations, Team Leadership, Political Science, State Politics, American Politics, Editing, Newspaper Design, Investment Management..., Hospitality Industry, Private Client Services, Client Service..., QuarkXPress, Adobe, Asset Allocation, Mutual Funds, Asset Management, Sales, Investments, Equities, Marketing
Education
Colorado State University 2000 — 2005
Double Bachelor of Arts Degree, Political Science and Liberal Arts with a Concentration in the Social Sciences
Allianz Global Investors August 2014 - Present
Allianz Global Investors October 2012 - August 2014
Allianz Global Investors July 2012 - August 2012
Lateef Investment Management October 2011 - March 2012
RCM (a member of Allianz Global Investors) May 2010 - October 2011
Fisher Investments March 2008 - November 2009
Fisher Investments May 2007 - March 2008
Swanson Services Corporation February 2006 - April 2007
Denver Doubletree Hotel April 2000 - April 2007
Colorado State Capitol January 2005 - May 2005
Skills
Research, Microsoft Office, Proposal Writing, Database Administration, Proofreading, FactSet, RFP Generation, RFP Design, Writing, News Writing, Creative Writing, Volunteering, Leadership, Alumni Relations, Team Leadership, Political Science, State Politics, American Politics, Editing, Newspaper Design, Investment Management..., Hospitality Industry, Private Client Services, Client Service..., QuarkXPress, Adobe, Asset Allocation, Mutual Funds, Asset Management, Sales, Investments, Equities, Marketing
Education
Colorado State University 2000 — 2005
Double Bachelor of Arts Degree, Political Science and Liberal Arts with a Concentration in the Social Sciences
YoungRo Yoon YoungRo Yoon's Fisher Investments Experience June 2014 - Present
Job Institutional Investment Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2014 - Present
Morrison Healthcare Food Services May 2013 - May 2014
Emory University Goizueta Business School August 2012 - December 2013
A.T. Kearney May 2011 - August 2011
Republic of Korea Army August 2009 - June 2011
SK hynix July 2009 - August 2009
Skills
Microsoft Office, Research, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Teamwork, English, Outlook, Leadership, Windows
Education
Emory University 2008 — 2014
Goizueta Business School, Finance and Marketing
Fisher Investments June 2014 - Present
Morrison Healthcare Food Services May 2013 - May 2014
Emory University Goizueta Business School August 2012 - December 2013
A.T. Kearney May 2011 - August 2011
Republic of Korea Army August 2009 - June 2011
SK hynix July 2009 - August 2009
Skills
Microsoft Office, Research, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Teamwork, English, Outlook, Leadership, Windows
Education
Emory University 2008 — 2014
Goizueta Business School, Finance and Marketing
Brendan Addis's Fisher Investments Experience 2011 - 2012
Job Field Manager and Ecological Restoration Technician at Sound Native Plants
Industry Environmental Services
Experience
Sound Native Plants December 2012 - Present
Vancouver Watersheds Alliance 2009 - Present
Clearwater Education and Creative Design September 2008 - Present
Fisher Investments 2011 - 2012
Water Resources Education Center. City of Vancouver September 2003 - September 2008
U.S. Forest Service April 2002 - October 2003
Skills
Environmental Education, Public Speaking, Water Resources, Water Quality, Negotiation, Conflict Resolution, Non-profits, Operating Budgets, Account Reconciliation, System Dynamics, Wildland Firefighting, Organic Gardening, Nonprofits, Environmental Awareness, Environmental Science
Education
Portland State University 2005 — 2008
Bachelor of Arts (BA), History and International Studies, Cum Laude
Eberhard-Karls-Universität Tübingen 2007 — 2007
BA Program, German Language and Cultural Studies
Clark College 2001 — 2003
Associate of Arts (AA), Social Sciences
Sound Native Plants December 2012 - Present
Vancouver Watersheds Alliance 2009 - Present
Clearwater Education and Creative Design September 2008 - Present
Fisher Investments 2011 - 2012
Water Resources Education Center. City of Vancouver September 2003 - September 2008
U.S. Forest Service April 2002 - October 2003
Skills
Environmental Education, Public Speaking, Water Resources, Water Quality, Negotiation, Conflict Resolution, Non-profits, Operating Budgets, Account Reconciliation, System Dynamics, Wildland Firefighting, Organic Gardening, Nonprofits, Environmental Awareness, Environmental Science
Education
Portland State University 2005 — 2008
Bachelor of Arts (BA), History and International Studies, Cum Laude
Eberhard-Karls-Universität Tübingen 2007 — 2007
BA Program, German Language and Cultural Studies
Clark College 2001 — 2003
Associate of Arts (AA), Social Sciences
Alex Katz Alex Katz's Fisher Investments Experience July 2008 - July 2011
Job VP of Business Development at Opes Advisors
Industry Financial Services
Experience
Opes Advisors May 2012 - Present
Fisher Investments July 2008 - July 2011
Fisher Investments December 2006 - July 2008
TBC 1998 - 2000
TBC 1998 - 2000
TBC 1998 - 2000
TBC 1998 - 2000
TBC 1998 - 2000
Skills
Asset Managment, Investments, Equities, Financial Analysis, Portfolio Management, Capital Markets, Asset Management, Start-ups, Alternative Investments, Valuation, Asset Allocation, Relationship Management, Business Strategy, Financial Services, Entrepreneurship, Strategy
Education
Dartmouth College
BA
Opes Advisors May 2012 - Present
Fisher Investments July 2008 - July 2011
Fisher Investments December 2006 - July 2008
TBC 1998 - 2000
TBC 1998 - 2000
TBC 1998 - 2000
TBC 1998 - 2000
TBC 1998 - 2000
Skills
Asset Managment, Investments, Equities, Financial Analysis, Portfolio Management, Capital Markets, Asset Management, Start-ups, Alternative Investments, Valuation, Asset Allocation, Relationship Management, Business Strategy, Financial Services, Entrepreneurship, Strategy
Education
Dartmouth College
BA
Brittney Malhoit Brittney Malhoit's Fisher Investments Experience May 2015 - Present
Job Foreign Private Client | Regional Sales Associate | Canada at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2015 - Present
Fisher Investments October 2013 - May 2015
Fisher Investments May 2013 - October 2013
The Collier Companies November 2012 - April 2013
Inland American Communities Group, Inc. May 2011 - April 2012
Inland American Communities Group, Inc. January 2010 - December 2010
Allstate April 2009 - August 2009
Allstate January 2008 - August 2008
Skills
Customer Service, Personality, Creative Problem Solving, Computer Literate, Administrative..., Outlook, Data Entry, Insurance, File Management, Office Management, Microsoft Excel, PowerPoint, Time Management, Spreadsheets, Microsoft Word, Fax, Event Planning, Marketing, Yardi Property..., Microsoft Office, International Finance, Project Management, Budget Setting, Organization &..., Direct Client..., Appointment Scheduling, Meeting Scheduling, Marketing Communications, Social Media Marketing, Creative Solutions, Delegation, Strategic Initiatives, Positivity, Delivering Results, Driving Results, Result Oriented, Fundraising, Social Networking, Real Estate, Leases
Education
University of Florida 2012 — 2012
Masters of Arts, International Business/New Venture Creation, 3.49
University of Florida 2009 — 2011
Bachelor of Arts, English/Business Administration, 3.82
Florida Gulf Coast University 2008 — 2009
Associate of Arts, Legal Studies, 3.9
Fisher Investments May 2015 - Present
Fisher Investments October 2013 - May 2015
Fisher Investments May 2013 - October 2013
The Collier Companies November 2012 - April 2013
Inland American Communities Group, Inc. May 2011 - April 2012
Inland American Communities Group, Inc. January 2010 - December 2010
Allstate April 2009 - August 2009
Allstate January 2008 - August 2008
Skills
Customer Service, Personality, Creative Problem Solving, Computer Literate, Administrative..., Outlook, Data Entry, Insurance, File Management, Office Management, Microsoft Excel, PowerPoint, Time Management, Spreadsheets, Microsoft Word, Fax, Event Planning, Marketing, Yardi Property..., Microsoft Office, International Finance, Project Management, Budget Setting, Organization &..., Direct Client..., Appointment Scheduling, Meeting Scheduling, Marketing Communications, Social Media Marketing, Creative Solutions, Delegation, Strategic Initiatives, Positivity, Delivering Results, Driving Results, Result Oriented, Fundraising, Social Networking, Real Estate, Leases
Education
University of Florida 2012 — 2012
Masters of Arts, International Business/New Venture Creation, 3.49
University of Florida 2009 — 2011
Bachelor of Arts, English/Business Administration, 3.82
Florida Gulf Coast University 2008 — 2009
Associate of Arts, Legal Studies, 3.9
David Lett's Fisher Investments Experience October 2013 - Present
Job
Industry Financial Services
Experience
Fisher Investments October 2013 - Present
Skills
Marketing Research, Market Research, Quantitative Research, Customer Insight, Segmentation, CRM, Analytics, Management Consulting, Competitive Analysis, Financial Services, Management, Marketing Strategy, Account Management, Business Development, Strategy, Operations Management
Education
Fairfield University
BA, Sociology, Communications Minor
National Outdoor Leadership School
Certificate, Outdoor Leadership and Wilderness Medical Training
Fisher Investments October 2013 - Present
Skills
Marketing Research, Market Research, Quantitative Research, Customer Insight, Segmentation, CRM, Analytics, Management Consulting, Competitive Analysis, Financial Services, Management, Marketing Strategy, Account Management, Business Development, Strategy, Operations Management
Education
Fairfield University
BA, Sociology, Communications Minor
National Outdoor Leadership School
Certificate, Outdoor Leadership and Wilderness Medical Training
Casey Harmon's Fisher Investments Experience March 2014 - Present
Job Client Services Associate at Fisher Investments
Industry Investment Management
Experience
Fisher Investments March 2014 - Present
Ministry of Social and Family Development Singapore June 2013 - January 2014
Johnson Mania Lab August 2012 - August 2013
Napa State Hospital August 2012 - June 2013
City of Glendale Police Department June 2008 - August 2011
Neuro Vision Rehabilitation Institute June 2009 - June 2010
Skills
Clinical Psychology, Forensic Psychology, Clinical Research, Autism Spectrum..., Police Training, Bipolar Disorder, Law Enforcement..., Policy Writing
Education
University of California, Berkeley 2011 — 2013
Bachelor of Arts (BA), Psychology, 3.85
East Los Angeles College 2008 — 2009
Police Officer Standards and Training Certification, Law Enforcement Investigation and Interviewing, 4.0
College of the Canyons 2006 — 2008
Associate of Arts (AA), General Studies
Fisher Investments March 2014 - Present
Ministry of Social and Family Development Singapore June 2013 - January 2014
Johnson Mania Lab August 2012 - August 2013
Napa State Hospital August 2012 - June 2013
City of Glendale Police Department June 2008 - August 2011
Neuro Vision Rehabilitation Institute June 2009 - June 2010
Skills
Clinical Psychology, Forensic Psychology, Clinical Research, Autism Spectrum..., Police Training, Bipolar Disorder, Law Enforcement..., Policy Writing
Education
University of California, Berkeley 2011 — 2013
Bachelor of Arts (BA), Psychology, 3.85
East Los Angeles College 2008 — 2009
Police Officer Standards and Training Certification, Law Enforcement Investigation and Interviewing, 4.0
College of the Canyons 2006 — 2008
Associate of Arts (AA), General Studies
Cristin Rigney Cristin Rigney's Fisher Investments Experience February 2013 - Present
Job Technical Campus Recruiter at Huron Consulting Group
Industry Human Resources
Experience
Huron Consulting Group September 2015 - Present
Fisher Investments February 2013 - Present
Audigy Group April 2012 - February 2013
Vancouver Housing Authority June 2008 - March 2012
Clark College Office of Admissions June 2005 - June 2008
Clark College Office of Financial Aid June 2002 - June 2005
Skills
Human Resources, Employee Relations, Policy, Public Speaking, Recruiting, Organizational..., Employee Benefits, Personnel Management, Benefits Administration, Research, Budgets, Project Management, Customer Service, Talent Management, Community Outreach, New Hire Orientations, Program Development, Event Planning, Microsoft Office, Editing, Performance Management, Data Analysis, Management, Onboarding, Newsletters, Fundraising, Volunteer Management, Data Entry, Outlook, PowerPoint, Microsoft Excel, Travel Arrangements, Non-profits, Grant Writing, Event Management, Strategic Planning, Public Relations, Compliance, Confidentiality, Social Media, Talent Acquisition, Access, Nonprofits, Excel, Word, Administrative...
Education
Washington State University 2010 — 2012
BA, Social Sciences; Management Operations
Clark College 2002 — 2004
Associate of Arts, AA Transfer
Prairie High School 1997 — 2000
Diploma, General
Huron Consulting Group September 2015 - Present
Fisher Investments February 2013 - Present
Audigy Group April 2012 - February 2013
Vancouver Housing Authority June 2008 - March 2012
Clark College Office of Admissions June 2005 - June 2008
Clark College Office of Financial Aid June 2002 - June 2005
Skills
Human Resources, Employee Relations, Policy, Public Speaking, Recruiting, Organizational..., Employee Benefits, Personnel Management, Benefits Administration, Research, Budgets, Project Management, Customer Service, Talent Management, Community Outreach, New Hire Orientations, Program Development, Event Planning, Microsoft Office, Editing, Performance Management, Data Analysis, Management, Onboarding, Newsletters, Fundraising, Volunteer Management, Data Entry, Outlook, PowerPoint, Microsoft Excel, Travel Arrangements, Non-profits, Grant Writing, Event Management, Strategic Planning, Public Relations, Compliance, Confidentiality, Social Media, Talent Acquisition, Access, Nonprofits, Excel, Word, Administrative...
Education
Washington State University 2010 — 2012
BA, Social Sciences; Management Operations
Clark College 2002 — 2004
Associate of Arts, AA Transfer
Prairie High School 1997 — 2000
Diploma, General
Dhruv Thakkar Dhruv Thakkar's Fisher Investments Experience July 2014 - Present
Job Institutional Investment Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments July 2014 - Present
Apple October 2011 - May 2014
Fisher Investments June 2013 - August 2013
Atelier Advisors January 2013 - April 2013
Skills
Analysis, Economics, Microsoft Office, Finance, Public Speaking, C++, Customer Service, Research, Portfolio Management, C, HTML, Financial Analysis, R, Teamwork, Financial Modeling, Photoshop, Stata, Visual Studio, CSS, Project Management, Valuation, Bloomberg, Sales
Education
University of California, Berkeley 2012 — 2014
Bachelor of Arts (BA), Economics
Diablo Valley College 2010 — 2011
Associate of Arts (AA), Economics
Palm Beach State College 2009 — 2010
Associate of Arts and Sciences (AAS), Computer Science & Economics
Fisher Investments July 2014 - Present
Apple October 2011 - May 2014
Fisher Investments June 2013 - August 2013
Atelier Advisors January 2013 - April 2013
Skills
Analysis, Economics, Microsoft Office, Finance, Public Speaking, C++, Customer Service, Research, Portfolio Management, C, HTML, Financial Analysis, R, Teamwork, Financial Modeling, Photoshop, Stata, Visual Studio, CSS, Project Management, Valuation, Bloomberg, Sales
Education
University of California, Berkeley 2012 — 2014
Bachelor of Arts (BA), Economics
Diablo Valley College 2010 — 2011
Associate of Arts (AA), Economics
Palm Beach State College 2009 — 2010
Associate of Arts and Sciences (AAS), Computer Science & Economics
Adam Spiegel Adam Spiegel's Fisher Investments Experience August 2008 - December 2008
Job Owner and Distiller of Sonoma County Distilling Co.
Industry Wine and Spirits
Experience
Sonoma County Distilling Company February 2010 - Present
Equilar January 2009 - December 2009
Fisher Investments August 2008 - December 2008
HedgeFund Intelligence September 2007 - July 2008
Euromoney Institutional Investor September 2006 - September 2007
Skills
Bloomberg, Entrepreneurship
Education
Dickinson College 2002 — 2006
BA, Political Science, Economics
Sonoma County Distilling Company February 2010 - Present
Equilar January 2009 - December 2009
Fisher Investments August 2008 - December 2008
HedgeFund Intelligence September 2007 - July 2008
Euromoney Institutional Investor September 2006 - September 2007
Skills
Bloomberg, Entrepreneurship
Education
Dickinson College 2002 — 2006
BA, Political Science, Economics
Molly Sien's Fisher Investments Experience July 2015 - Present
Job Client Operations at Fisher Investments
Industry Banking
Experience
Fisher Investments July 2015 - Present
Wells Fargo Bank January 2014 - July 2015
Wells Fargo Bank March 2012 - January 2014
Portland Trail Blazers September 2008 - September 2011
OnPoint Community Credit Union June 2009 - March 2011
Wells Fargo Bank October 2006 - May 2009
Skills
Leadership, Banking, Business, Budgets, Team Building, Strategic Planning, Loans, Customer Service, Credit, Sales, Retail Banking, Retail Sales, Microsoft Office, Business Strategy, Teamwork, Operations Management, Analysis, Project Management, Finance
Education
Eastern Oregon University 2012 — 2013
Masters of Business Administration, MBA, 3.92
Concordia University-Portland 2010 — 2011
Bachelors of Science, Business
Portland State University 2009 — 2010
Marketing
Portland Community College 2005 — 2008
Associates in Business, Business
Fisher Investments July 2015 - Present
Wells Fargo Bank January 2014 - July 2015
Wells Fargo Bank March 2012 - January 2014
Portland Trail Blazers September 2008 - September 2011
OnPoint Community Credit Union June 2009 - March 2011
Wells Fargo Bank October 2006 - May 2009
Skills
Leadership, Banking, Business, Budgets, Team Building, Strategic Planning, Loans, Customer Service, Credit, Sales, Retail Banking, Retail Sales, Microsoft Office, Business Strategy, Teamwork, Operations Management, Analysis, Project Management, Finance
Education
Eastern Oregon University 2012 — 2013
Masters of Business Administration, MBA, 3.92
Concordia University-Portland 2010 — 2011
Bachelors of Science, Business
Portland State University 2009 — 2010
Marketing
Portland Community College 2005 — 2008
Associates in Business, Business
Paul Gablin's Fisher Investments Experience June 2015 - Present
Job Client Programs Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2015 - Present
Fisher Investments September 2014 - June 2015
The Contact Center May 2014 - July 2014
FlexSoft, Inc. March 2014 - May 2014
Fisher Investments October 2012 - December 2013
Starbucks November 2008 - October 2012
Skills
Leadership, Customer Service, Microsoft Office, Management, Teamwork, Sales, Outlook, Social Media, Data Entry, Training, Microsoft Excel, Event Planning, Inventory Management, Supervising, Coaching, PowerPoint, Facebook, Sales Management, Event Management, Microsoft Word, Public Speaking, Retail, Critical Thinking, Problem Solving, Computer Proficiency, Always Punctual, Cash Handling Experience, Corporate Finance, Organization, Community Service, Cold Calling
Education
Notre Dame de Namur University 2011 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
College of San Mateo 2008 — 2011
Associate of Science (A.S.), Fire Science Technology
Saint Francis High School
Fisher Investments June 2015 - Present
Fisher Investments September 2014 - June 2015
The Contact Center May 2014 - July 2014
FlexSoft, Inc. March 2014 - May 2014
Fisher Investments October 2012 - December 2013
Starbucks November 2008 - October 2012
Skills
Leadership, Customer Service, Microsoft Office, Management, Teamwork, Sales, Outlook, Social Media, Data Entry, Training, Microsoft Excel, Event Planning, Inventory Management, Supervising, Coaching, PowerPoint, Facebook, Sales Management, Event Management, Microsoft Word, Public Speaking, Retail, Critical Thinking, Problem Solving, Computer Proficiency, Always Punctual, Cash Handling Experience, Corporate Finance, Organization, Community Service, Cold Calling
Education
Notre Dame de Namur University 2011 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
College of San Mateo 2008 — 2011
Associate of Science (A.S.), Fire Science Technology
Saint Francis High School
Martin Henneke Martin Henneke's Fisher Investments Experience June 2014 - Present
Job Compliance Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2014 - Present
Fisher Investments December 2012 - June 2014
US Navy January 2002 - January 2008
Skills
Data Entry, Leadership, Critical Thinking, Team Leadership, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Customer Service
Education
Eastern Oregon University 2011 — 2012
Bachelor of Science (BS), Business Administration/ Leadership and Organizational Management
Mount Hood Community College 2009 — 2011
Associate of Science (AS), Business Administration and Management, General
Fisher Investments June 2014 - Present
Fisher Investments December 2012 - June 2014
US Navy January 2002 - January 2008
Skills
Data Entry, Leadership, Critical Thinking, Team Leadership, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Customer Service
Education
Eastern Oregon University 2011 — 2012
Bachelor of Science (BS), Business Administration/ Leadership and Organizational Management
Mount Hood Community College 2009 — 2011
Associate of Science (AS), Business Administration and Management, General
Nate Haynes Nate Haynes's Fisher Investments Experience 2004 - 2005
Job Advisor Consultant at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds May 2014 - Present
MountainView Capital Group, LLC March 2013 - May 2014
MountainView Capital Group, LLC August 2012 - May 2014
Clayton May 2005 - August 2012
Fisher Investments 2004 - 2005
Skills
Fixed Income, Portfolio Management, Investments, Financial Modeling, Asset Managment, Loans, Mortgage Lending, Valuation, Financial Analysis, Mortgage Servicing, Credit, Securitization, Mortgage Banking, Credit Analysis, Securities, MBS, Capital Markets, Hedge Funds, Financial Structuring, Due Diligence, Loan Origination, Residential Mortgages
Education
University of Colorado at Denver 2006 — 2009
MBA, Finance and Investment Management
Colorado State University 2000 — 2004
BS, Finance, Cum Laude
OppenheimerFunds May 2014 - Present
MountainView Capital Group, LLC March 2013 - May 2014
MountainView Capital Group, LLC August 2012 - May 2014
Clayton May 2005 - August 2012
Fisher Investments 2004 - 2005
Skills
Fixed Income, Portfolio Management, Investments, Financial Modeling, Asset Managment, Loans, Mortgage Lending, Valuation, Financial Analysis, Mortgage Servicing, Credit, Securitization, Mortgage Banking, Credit Analysis, Securities, MBS, Capital Markets, Hedge Funds, Financial Structuring, Due Diligence, Loan Origination, Residential Mortgages
Education
University of Colorado at Denver 2006 — 2009
MBA, Finance and Investment Management
Colorado State University 2000 — 2004
BS, Finance, Cum Laude
Bryant Krongard, CFA, CIPM Bryant Krongard, CFA, CIPM's Fisher Investments Experience June 2008 - November 2009
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2011 - Present
Ashland Partners November 2009 - May 2011
Fisher Investments June 2008 - November 2009
Skills
Fixed Income, Financial Modeling, Performance Measurement, Alternative Investments, Investments, Financial Analysis, Leadership, Hedge Funds, Portfolio Management
Education
Colorado State University 2005 — 2008
Bachelor of Science, Business Adminstration
Goldman Sachs June 2011 - Present
Ashland Partners November 2009 - May 2011
Fisher Investments June 2008 - November 2009
Skills
Fixed Income, Financial Modeling, Performance Measurement, Alternative Investments, Investments, Financial Analysis, Leadership, Hedge Funds, Portfolio Management
Education
Colorado State University 2005 — 2008
Bachelor of Science, Business Adminstration
Ryan Ornellas's Fisher Investments Experience November 2007 - Present
Job Investment Counselor at Fisher Investments
Industry Investment Management
Experience
Fisher Investments November 2007 - Present
Bernstein Global Wealth Management April 2002 - September 2007
PricewaterhouseCoopers August 1997 - October 2001
Skills
Wealth Management, Investments, Investment Advisory, Investment Management, Asset Allocation, Investment Strategies, Portfolio Management, Securities, Equities, Capital Markets, Fixed Income, Valuation, Alternative Investments, Hedge Funds, Asset Management
Education
Columbia University in the City of New York 1992 — 1997
Bachelor of Science (B.S.) and Bachelor of Arts (B.A.), Civil Engineering and Economics
Fisher Investments November 2007 - Present
Bernstein Global Wealth Management April 2002 - September 2007
PricewaterhouseCoopers August 1997 - October 2001
Skills
Wealth Management, Investments, Investment Advisory, Investment Management, Asset Allocation, Investment Strategies, Portfolio Management, Securities, Equities, Capital Markets, Fixed Income, Valuation, Alternative Investments, Hedge Funds, Asset Management
Education
Columbia University in the City of New York 1992 — 1997
Bachelor of Science (B.S.) and Bachelor of Arts (B.A.), Civil Engineering and Economics
Jason M. Sgarlata, CFP® Jason M. Sgarlata, CFP®'s Fisher Investments Experience April 2013 - Present
Job Regional Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2013 - Present
Blackbird Financial January 2008 - March 2013
Skills
Investments, Financial Services, Wealth Management, Portfolio Management, Asset Management, Retirement Planning
Education
College of Charleston 1996 — 2000
Bachelor of Arts (B.A.)
Fisher Investments April 2013 - Present
Blackbird Financial January 2008 - March 2013
Skills
Investments, Financial Services, Wealth Management, Portfolio Management, Asset Management, Retirement Planning
Education
College of Charleston 1996 — 2000
Bachelor of Arts (B.A.)
Brad Kiesling Brad Kiesling's Fisher Investments Experience September 2007 - November 2007
Job Regional Vice President at Symetra Financial
Industry Financial Services
Experience
Symetra Financial March 2011 - Present
Great-West Life and Annuity Insurance Company July 2010 - February 2011
Cherry Financial Partners, Ltd. December 2009 - July 2010
AXA Equitable November 2007 - November 2008
Fisher Investments September 2007 - November 2007
Genworth Financial October 1997 - September 2007
Federated Investors January 1997 - October 1997
Federated Investors January 1994 - January 1997
Federated Investors August 1992 - December 1993
Federated Investors August 1990 - July 1992
Skills
Investments, Wealth Management, Variable Annuities, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Life Insurance, Asset Management, Finance, Financial Services, Fixed Annuities, Insurance, Investment Advisory, Portfolio Management, Retirement, Series 7
Education
Duquesne University 1990 — 1993
MBA, Finance
University of Iowa 1984 — 1988
BBA, Finance
Symetra Financial March 2011 - Present
Great-West Life and Annuity Insurance Company July 2010 - February 2011
Cherry Financial Partners, Ltd. December 2009 - July 2010
AXA Equitable November 2007 - November 2008
Fisher Investments September 2007 - November 2007
Genworth Financial October 1997 - September 2007
Federated Investors January 1997 - October 1997
Federated Investors January 1994 - January 1997
Federated Investors August 1992 - December 1993
Federated Investors August 1990 - July 1992
Skills
Investments, Wealth Management, Variable Annuities, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Life Insurance, Asset Management, Finance, Financial Services, Fixed Annuities, Insurance, Investment Advisory, Portfolio Management, Retirement, Series 7
Education
Duquesne University 1990 — 1993
MBA, Finance
University of Iowa 1984 — 1988
BBA, Finance
Tatyana Kozachek Tatyana Kozachek's Fisher Investments Experience 2008 - 2009
Job Strategy and Operations, Partner Business Solutions
Industry Management Consulting
Experience
Google January 2009 - Present
Lenders for Community Development in collaboration with Center for Employment Training January 2009 - December 2012
Fisher Investments 2008 - 2009
World Learning 2008 - 2008
Young Entrepreneurs at HAAS School of Business 2007 - 2008
Salesforce.com 2007 - 2007
Washington Mutual 2002 - 2006
Education
Stanford University
Advanced Project Management Certification
University of California, Berkeley
Bachelor’s Degree, Economics
Georgetown University
Engalitcheff Institute on Comparative Political and Economic Systems
De Anza College
Associate’s Degree, Accounting Practice Emphasis
Google January 2009 - Present
Lenders for Community Development in collaboration with Center for Employment Training January 2009 - December 2012
Fisher Investments 2008 - 2009
World Learning 2008 - 2008
Young Entrepreneurs at HAAS School of Business 2007 - 2008
Salesforce.com 2007 - 2007
Washington Mutual 2002 - 2006
Education
Stanford University
Advanced Project Management Certification
University of California, Berkeley
Bachelor’s Degree, Economics
Georgetown University
Engalitcheff Institute on Comparative Political and Economic Systems
De Anza College
Associate’s Degree, Accounting Practice Emphasis
Morgan Lunt, CFA Morgan Lunt, CFA's Fisher Investments Experience April 2010 - July 2011
Job Equity Research Analyst | Equity Research Associate
Industry Investment Management
Experience
PIMCO August 2013 - June 2015
Credit Suisse June 2012 - August 2012
Fisher Investments April 2010 - July 2011
Fisher Investments January 2008 - March 2010
Fisher Investments March 2006 - January 2008
Fisher Investments August 2005 - March 2006
Skills
Equity Research, Valuation, Financial Modeling, Investments, Equities, Financial Analysis, Investment Management, Competitive Analysis, Capital Markets, Bloomberg, Emerging Markets
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance and Economics, Value Investing
Dartmouth College 2001 — 2005
Bachelor of Arts, Engineering modified with Economics
PIMCO August 2013 - June 2015
Credit Suisse June 2012 - August 2012
Fisher Investments April 2010 - July 2011
Fisher Investments January 2008 - March 2010
Fisher Investments March 2006 - January 2008
Fisher Investments August 2005 - March 2006
Skills
Equity Research, Valuation, Financial Modeling, Investments, Equities, Financial Analysis, Investment Management, Competitive Analysis, Capital Markets, Bloomberg, Emerging Markets
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance and Economics, Value Investing
Dartmouth College 2001 — 2005
Bachelor of Arts, Engineering modified with Economics
Christian Oldenburg Christian Oldenburg's Fisher Investments Experience May 2003 - October 2003
Job Senior Vice President Real Estate Operations at Ascona Management LLC
Industry Real Estate
Experience
Ascona Management LLC September 2015 - Present
Regency Centers June 2013 - September 2015
Regency Centers October 2009 - June 2013
Regency Centers January 2007 - September 2009
Regency Centers September 2005 - December 2006
NorthMarq May 2004 - August 2005
Fisher Investments May 2003 - October 2003
Skills
Strategic Planning, Budgets, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Shopping Centers, Property Management, Argus Modeling, Capital Budgeting, Operating Budgets, Business Overhead..., Compensation Structures, Compensation Strategies, Business Strategy, Strategic Communications, Financial Analysis, Financial Modeling, Public Speaking, Customer Service, Finance, Financial Accounting, Microsoft Excel, Real Estate Development, Contract Negotiation, Investments, Management, Real Estate
Education
Cornell University 1999 — 2003
Bachelor of Science (BS), Applied Economics & Management
The Bolles School 1985 — 1999
Ascona Management LLC September 2015 - Present
Regency Centers June 2013 - September 2015
Regency Centers October 2009 - June 2013
Regency Centers January 2007 - September 2009
Regency Centers September 2005 - December 2006
NorthMarq May 2004 - August 2005
Fisher Investments May 2003 - October 2003
Skills
Strategic Planning, Budgets, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Shopping Centers, Property Management, Argus Modeling, Capital Budgeting, Operating Budgets, Business Overhead..., Compensation Structures, Compensation Strategies, Business Strategy, Strategic Communications, Financial Analysis, Financial Modeling, Public Speaking, Customer Service, Finance, Financial Accounting, Microsoft Excel, Real Estate Development, Contract Negotiation, Investments, Management, Real Estate
Education
Cornell University 1999 — 2003
Bachelor of Science (BS), Applied Economics & Management
The Bolles School 1985 — 1999
Casey Lentz, MBA's Fisher Investments Experience September 2014 - June 2015
Job Project Coordinator at Fisher Investments
Industry Financial Services
Experience
The Queen's Medical Center June 2015 - Present
Fisher Investments September 2014 - June 2015
Fisher Investments November 2013 - September 2014
Albertina Kerr Centers September 2012 - November 2013
Youth Villages August 2011 - September 2012
Youth Villages July 2008 - August 2011
Skills
Crystal Reports, Admissions, Business Analysis, Business Strategy, Business Planning, Hiring Practices, Training & Development, Budgeting, Utilization, Human Relations, Problem Solving, Critical Thinking, Program Management, Customer Relations, Process Improvement, Data Analysis, CRM databases, Prior Authorization, Auditing, Performance Improvement, Compliance, Quality Improvement, Budgets, Interviews, Employee Training, Customer Service
Education
Marylhurst University 2009 — 2011
Master of Business Administration, General Management
Concordia University-Wisconsin 2004 — 2008
Bachelor of Science, Biology
The Queen's Medical Center June 2015 - Present
Fisher Investments September 2014 - June 2015
Fisher Investments November 2013 - September 2014
Albertina Kerr Centers September 2012 - November 2013
Youth Villages August 2011 - September 2012
Youth Villages July 2008 - August 2011
Skills
Crystal Reports, Admissions, Business Analysis, Business Strategy, Business Planning, Hiring Practices, Training & Development, Budgeting, Utilization, Human Relations, Problem Solving, Critical Thinking, Program Management, Customer Relations, Process Improvement, Data Analysis, CRM databases, Prior Authorization, Auditing, Performance Improvement, Compliance, Quality Improvement, Budgets, Interviews, Employee Training, Customer Service
Education
Marylhurst University 2009 — 2011
Master of Business Administration, General Management
Concordia University-Wisconsin 2004 — 2008
Bachelor of Science, Biology
Jessica Dela Cruz Jessica Dela Cruz's Fisher Investments Experience January 2006 - June 2006
Job Life Insurance Agent at JMDC Inc.
Industry Insurance
Experience
JMDC Inc. & Guam Imperial Int'l January 2013 - Present
Verizon Wireless November 2006 - December 2012
Fisher Investments January 2006 - June 2006
UOG Sports Camp June 2005 - August 2005
Skills
Outlook, Word, Customer Service, Problem Solving, Microsoft Office, Microsoft Word, Microsoft Excel, Social Networking, Retail, Training, PowerPoint, Sales, Cold Calling Experience, Licensed Life Insurance..., Marketing, Marketing Strategy, Project Management, Analysis, Cold Calling, Finance, Insurance, Small Business, Sales Management, Social Media, Account Management, Customer Retention, Direct Sales, Leadership, Life Insurance
Education
DeVry University-California 2008 — 2010
Bachelor's Degree, Entrepreneurial and Small Business Operations
CSU East Bay 2004 — 2006
Bachelor of Business Administration (BBA)
JMDC Inc. & Guam Imperial Int'l January 2013 - Present
Verizon Wireless November 2006 - December 2012
Fisher Investments January 2006 - June 2006
UOG Sports Camp June 2005 - August 2005
Skills
Outlook, Word, Customer Service, Problem Solving, Microsoft Office, Microsoft Word, Microsoft Excel, Social Networking, Retail, Training, PowerPoint, Sales, Cold Calling Experience, Licensed Life Insurance..., Marketing, Marketing Strategy, Project Management, Analysis, Cold Calling, Finance, Insurance, Small Business, Sales Management, Social Media, Account Management, Customer Retention, Direct Sales, Leadership, Life Insurance
Education
DeVry University-California 2008 — 2010
Bachelor's Degree, Entrepreneurial and Small Business Operations
CSU East Bay 2004 — 2006
Bachelor of Business Administration (BBA)
Tim Hermann, CFP® Tim Hermann, CFP®'s Fisher Investments Experience June 2006 - December 2009
Job Vice President, Senior Investment Counselor
Industry Investment Management
Experience
The Roosevelt Investment Group December 2009 - Present
Fisher Investments June 2006 - December 2009
JPMorgan Chase 2002 - 2006
Skills
Investments, Asset Management, Mutual Funds, Equities, Fixed Income, Asset Allocation, Wealth Management, Portfolio Management, Securities
Education
Cornell University 1998 — 2002
Applied Economics and Management
New York University
Certificate in Financial Planning
The Roosevelt Investment Group December 2009 - Present
Fisher Investments June 2006 - December 2009
JPMorgan Chase 2002 - 2006
Skills
Investments, Asset Management, Mutual Funds, Equities, Fixed Income, Asset Allocation, Wealth Management, Portfolio Management, Securities
Education
Cornell University 1998 — 2002
Applied Economics and Management
New York University
Certificate in Financial Planning
Randy LeClair Randy LeClair's Fisher Investments Experience December 1999 - November 2005
Job Regional Vice President at Zacks Investment Research
Industry Financial Services
Experience
Zacks Investment Research November 2006 - Present
Optcapital November 2005 - August 2006
Fisher Investments December 1999 - November 2005
Lincoln Financial Group June 1998 - November 1999
The Financial Group September 1992 - June 1998
Case International June 1989 - August 1992
Skills
Investment Advisory, Retirement, Wealth Management, Asset Allocation, 401k, Strategy
Education
Cornell University 1986 — 1989
BA, Business with minor in finance
Zacks Investment Research November 2006 - Present
Optcapital November 2005 - August 2006
Fisher Investments December 1999 - November 2005
Lincoln Financial Group June 1998 - November 1999
The Financial Group September 1992 - June 1998
Case International June 1989 - August 1992
Skills
Investment Advisory, Retirement, Wealth Management, Asset Allocation, 401k, Strategy
Education
Cornell University 1986 — 1989
BA, Business with minor in finance
Kevin B. Granger, CFP Kevin B. Granger, CFP's Fisher Investments Experience July 2001 - April 2002
Job Senior Vice President at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management April 2002 - Present
Fisher Investments July 2001 - April 2002
JP Morgan April 1986 - June 2001
Skills
Wealth Management, Portfolio Management, Asset Management, Investments, Retirement Planning, Asset Allocation, Series 7, Mutual Funds, Investment Management, Asset Managment, Alternative Investments, Estate Planning, Investment Advisory, Equities, High Net Worth..., Investment Strategies, Banking
Education
Northwestern University 1990 — 1992
ABA - National Graduate Trust School
College for Financial Planning 1984 — 1986
CFP
Wayne State University 1979 — 1980
MBA, Accounting
Western Michigan University - Haworth College of Business 1974 — 1976
BBA, Finance
PNC Wealth Management April 2002 - Present
Fisher Investments July 2001 - April 2002
JP Morgan April 1986 - June 2001
Skills
Wealth Management, Portfolio Management, Asset Management, Investments, Retirement Planning, Asset Allocation, Series 7, Mutual Funds, Investment Management, Asset Managment, Alternative Investments, Estate Planning, Investment Advisory, Equities, High Net Worth..., Investment Strategies, Banking
Education
Northwestern University 1990 — 1992
ABA - National Graduate Trust School
College for Financial Planning 1984 — 1986
CFP
Wayne State University 1979 — 1980
MBA, Accounting
Western Michigan University - Haworth College of Business 1974 — 1976
BBA, Finance
John Srodulski John Srodulski's Fisher Investments Experience June 2014 - Present
Job Client Services Associate at Fisher Investments
Industry Investment Management
Experience
Fisher Investments June 2014 - Present
Teacher Created Materials August 2013 - September 2013
Northwestern Mutual June 2012 - September 2012
Education
Cornell College 2010 — 2014
Bachelor of Arts (BA), Economics and Business
Mattawan High School
Fisher Investments June 2014 - Present
Teacher Created Materials August 2013 - September 2013
Northwestern Mutual June 2012 - September 2012
Education
Cornell College 2010 — 2014
Bachelor of Arts (BA), Economics and Business
Mattawan High School
Gabby Fora's Fisher Investments Experience April 2014 - Present
Job Client Service and Operations Specialist
Industry Financial Services
Experience
Fisher Investments April 2014 - Present
Nordstrom May 2011 - 2014
Living Room Realty June 2013 - August 2013
Skills
Leadership, Retail, Customer Service, Merchandising, PowerPoint, Sales, Customer Satisfaction, Public Speaking, Public Relations, Visual Merchandising, Event Planning, Inventory Management, Social Media, Teamwork, Editing, Marketing, Social Networking, Microsoft Word
Education
Concordia University-Portland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.95
Fisher Investments April 2014 - Present
Nordstrom May 2011 - 2014
Living Room Realty June 2013 - August 2013
Skills
Leadership, Retail, Customer Service, Merchandising, PowerPoint, Sales, Customer Satisfaction, Public Speaking, Public Relations, Visual Merchandising, Event Planning, Inventory Management, Social Media, Teamwork, Editing, Marketing, Social Networking, Microsoft Word
Education
Concordia University-Portland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.95
Alan Rovner Alan Rovner's Fisher Investments Experience March 2014 - Present
Job Software Quality Analyst at Fisher Investments
Industry Information Technology and Services
Experience
Fisher Investments March 2014 - Present
Sharp Labs of America August 2005 - February 2013
AZAD Technology Partner April 2004 - February 2013
Skills
Subversion, Java, C#, Agile Methodologies, .NET, Perl, Software Engineering, Android, Android app development, Apple iOS app..., XML, Embedded Systems, Visual Studio, Web Services, Linux, JavaScript, SQL, Eclipse
Education
Oregon Graduate Institute 1993 — 1998
Master of Science (MS), Computer Engineering
Drexel University 1974 — 1978
Bachelor of Science (BS), Electrical and Electronics Engineering
Fisher Investments March 2014 - Present
Sharp Labs of America August 2005 - February 2013
AZAD Technology Partner April 2004 - February 2013
Skills
Subversion, Java, C#, Agile Methodologies, .NET, Perl, Software Engineering, Android, Android app development, Apple iOS app..., XML, Embedded Systems, Visual Studio, Web Services, Linux, JavaScript, SQL, Eclipse
Education
Oregon Graduate Institute 1993 — 1998
Master of Science (MS), Computer Engineering
Drexel University 1974 — 1978
Bachelor of Science (BS), Electrical and Electronics Engineering
Derek Draper's Fisher Investments Experience May 2005 - January 2007
Job CoFounder, CEO @ Pattern
Industry Computer Software
Experience
Pattern Technologies December 2014 - Present
Soldsie October 2014 - Present
Trinity Ventures December 2014 - February 2015
Google February 2014 - September 2014
Wildfire by Google January 2013 - January 2014
Wildfire, a division of Google July 2009 - December 2012
Red Shack Ventures, Inc. August 2007 - July 2009
Fisher Investments May 2005 - January 2007
Fisher Investments July 2004 - January 2007
Fisher Investments February 2004 - June 2004
Skills
Social Media, Salesforce.com, Lead Generation, Hiring, Client Service, New Business Development, Direct Sales, SaaS, Marketing, Sales Operations, Strategic Partnerships, Online Advertising, Sales, Selling, Recruiting, Financial Services, Leadership, CRM, Account Management, Start-ups, Entrepreneurship, Team Management, Online Marketing, Client Services
Education
Dartmouth College 1998 — 2002
Bachelors, Psychology, Economics
Pattern Technologies December 2014 - Present
Soldsie October 2014 - Present
Trinity Ventures December 2014 - February 2015
Google February 2014 - September 2014
Wildfire by Google January 2013 - January 2014
Wildfire, a division of Google July 2009 - December 2012
Red Shack Ventures, Inc. August 2007 - July 2009
Fisher Investments May 2005 - January 2007
Fisher Investments July 2004 - January 2007
Fisher Investments February 2004 - June 2004
Skills
Social Media, Salesforce.com, Lead Generation, Hiring, Client Service, New Business Development, Direct Sales, SaaS, Marketing, Sales Operations, Strategic Partnerships, Online Advertising, Sales, Selling, Recruiting, Financial Services, Leadership, CRM, Account Management, Start-ups, Entrepreneurship, Team Management, Online Marketing, Client Services
Education
Dartmouth College 1998 — 2002
Bachelors, Psychology, Economics
Stewart Hollingshead Stewart Hollingshead's Fisher Investments Experience March 2003 - Present
Job New Client Development for High Net Worth Asset Management
Industry Investment Management
Experience
Fisher Investments March 2003 - Present
Legg Mason 1998 - 2003
Wheat First Butcher Singer 1992 - 1998
Mercantile Stoores 1990 - 1992
Price Waterhouse 1989 - 1990
Skills
Investments, Sales Management, Management, Asset Allocation, Entrepreneurship, Business Strategy, Direct Sales, Team Building, Fundraising, Public Speaking, Budgets, Youth Leadership, Phone Etiquette, Event Planning, Logistics, Charity, Budget, Tax, Long Range Planning, Teaching Adults, Computer Proficiency, Web Presentations
Education
Drew University 1984 — 1988
BA, Economics
Fisher Investments March 2003 - Present
Legg Mason 1998 - 2003
Wheat First Butcher Singer 1992 - 1998
Mercantile Stoores 1990 - 1992
Price Waterhouse 1989 - 1990
Skills
Investments, Sales Management, Management, Asset Allocation, Entrepreneurship, Business Strategy, Direct Sales, Team Building, Fundraising, Public Speaking, Budgets, Youth Leadership, Phone Etiquette, Event Planning, Logistics, Charity, Budget, Tax, Long Range Planning, Teaching Adults, Computer Proficiency, Web Presentations
Education
Drew University 1984 — 1988
BA, Economics
Tawne Burgess Tawne Burgess's Fisher Investments Experience August 2011 - September 2015
Job at
Industry Real Estate
Experience
Real Estate Investor - Private March 2001 - Present
Fisher Investments August 2011 - September 2015
The Regence Group June 2005 - June 2011
Associated Insurance Administrators September 1999 - June 2005
Productivity, Inc 1999 - 2001
CB Richard Ellis 1991 - 1998
Skills
Real Estate, Project Management
Education
Portland State University - School of Business 1991 — 1994
Bachelors of Science in Marketing Management, Marketing, Management, Computer Science, International Business
Clark College 1986 — 1989
Applied Arts & Science in both Business Management and Business Administration, Business, Computer Science, International Studdies
Real Estate Investor - Private March 2001 - Present
Fisher Investments August 2011 - September 2015
The Regence Group June 2005 - June 2011
Associated Insurance Administrators September 1999 - June 2005
Productivity, Inc 1999 - 2001
CB Richard Ellis 1991 - 1998
Skills
Real Estate, Project Management
Education
Portland State University - School of Business 1991 — 1994
Bachelors of Science in Marketing Management, Marketing, Management, Computer Science, International Business
Clark College 1986 — 1989
Applied Arts & Science in both Business Management and Business Administration, Business, Computer Science, International Studdies
Steve Jensen Steve Jensen's Fisher Investments Experience August 2006 - July 2010
Job Managing Principal & CEO at JC Investments
Industry Financial Services
Experience
JC-Investments February 2014 - Present
Academy Securities January 2014 - Present
J.D. Mellberg Financial March 2014 - February 2015
Altegris Investments May 2011 - October 2013
Fisher Investments August 2006 - July 2010
Comerica January 2006 - September 2006
Skills
Equities, Fixed Income, Alternative Investments, Investments, Hedge Funds, Financial Modeling, Investment Management, Series 7, Wealth Management, Venture Capital
Education
Dartmouth College 2001 — 2005
BA, Government
Tuck School of Business at Dartmouth
Bridge Program, Finance
University of San Diego School of Business
MBA, Finance
University of San Diego's Burnham-Moores School of Real Estate
Masters, Real Estate
JC-Investments February 2014 - Present
Academy Securities January 2014 - Present
J.D. Mellberg Financial March 2014 - February 2015
Altegris Investments May 2011 - October 2013
Fisher Investments August 2006 - July 2010
Comerica January 2006 - September 2006
Skills
Equities, Fixed Income, Alternative Investments, Investments, Hedge Funds, Financial Modeling, Investment Management, Series 7, Wealth Management, Venture Capital
Education
Dartmouth College 2001 — 2005
BA, Government
Tuck School of Business at Dartmouth
Bridge Program, Finance
University of San Diego School of Business
MBA, Finance
University of San Diego's Burnham-Moores School of Real Estate
Masters, Real Estate
Travis Uhlig Travis Uhlig's Fisher Investments Experience July 2014 - Present
Job Private Client Group, Senior Account Executive
Industry Financial Services
Experience
Fisher Investments July 2014 - Present
Fisher Investments August 2012 - Present
NetVendor March 2011 - October 2011
Saxton & Bradley, Inc April 2010 - March 2011
ClearAccess February 2009 - April 2010
Verizon Wireless May 2008 - February 2009
Bridgeport Lending Inc June 2005 - May 2008
Nautilus Inc January 2003 - June 2006
Westmark Electronics November 2001 - January 2003
Audio Source, Inc. February 1997 - November 2001
Skills
Channel Sales, Salesforce.com, Cold Calling, Market Penetration, Direct Sales, Sales Management, Sales Process, Account Management, Lead Generation, SaaS, New Business Development, Sales, Solution Selling, Sales Operations, Business Development, B2B, Sales Presentations, Cloud Computing, Leadership, Start-ups
Education
Washington State University 2000 — 2002
Clark College 1998 — 2000
Hudson Bay 1989 — 1993
Fisher Investments July 2014 - Present
Fisher Investments August 2012 - Present
NetVendor March 2011 - October 2011
Saxton & Bradley, Inc April 2010 - March 2011
ClearAccess February 2009 - April 2010
Verizon Wireless May 2008 - February 2009
Bridgeport Lending Inc June 2005 - May 2008
Nautilus Inc January 2003 - June 2006
Westmark Electronics November 2001 - January 2003
Audio Source, Inc. February 1997 - November 2001
Skills
Channel Sales, Salesforce.com, Cold Calling, Market Penetration, Direct Sales, Sales Management, Sales Process, Account Management, Lead Generation, SaaS, New Business Development, Sales, Solution Selling, Sales Operations, Business Development, B2B, Sales Presentations, Cloud Computing, Leadership, Start-ups
Education
Washington State University 2000 — 2002
Clark College 1998 — 2000
Hudson Bay 1989 — 1993
Courtland Seeger Courtland Seeger's Fisher Investments Experience January 2013 - July 2013
Job Senior Associate, Financial Services Advisory at PwC
Industry Financial Services
Experience
PwC July 2015 - Present
Bank of America June 2014 - August 2014
Fisher Investments January 2013 - July 2013
Fisher Investments January 2011 - December 2012
Fisher Investments November 2009 - January 2011
Fisher Investments June 2007 - November 2009
The Presidio Group, L.L.C. May 2006 - July 2006
Skills
Investments, Market Research, Research, Sales, Microsoft Office, Qualitative Research, Cross-functional Team..., Access, SQL, Data Analysis, Visual Basic, Microsoft Excel, Interviewing Skills, Business Continuity..., Disaster Recovery, SharePoint, Business Valuation, Financial Statement..., Project Finance, Management, Business Analysis, Strategy, Leadership, Marketing, Analytics, Process Improvement, Portfolio Management, Finance
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (MBA), Strategy & Finance
University of Pennsylvania 2003 — 2007
BA, International Relations, French Studies
PwC July 2015 - Present
Bank of America June 2014 - August 2014
Fisher Investments January 2013 - July 2013
Fisher Investments January 2011 - December 2012
Fisher Investments November 2009 - January 2011
Fisher Investments June 2007 - November 2009
The Presidio Group, L.L.C. May 2006 - July 2006
Skills
Investments, Market Research, Research, Sales, Microsoft Office, Qualitative Research, Cross-functional Team..., Access, SQL, Data Analysis, Visual Basic, Microsoft Excel, Interviewing Skills, Business Continuity..., Disaster Recovery, SharePoint, Business Valuation, Financial Statement..., Project Finance, Management, Business Analysis, Strategy, Leadership, Marketing, Analytics, Process Improvement, Portfolio Management, Finance
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (MBA), Strategy & Finance
University of Pennsylvania 2003 — 2007
BA, International Relations, French Studies
Julee Wright Julee Wright's Fisher Investments Experience January 2013 - Present
Job Client Programs Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2013 - Present
Fisher Investments September 2011 - January 2013
Skills
Financial Services, Digital Marketing, Social Media Marketing, Outlook, Market Research, Salesforce.com, Entrepreneurship, Management, Social Networking, Sales, Marketing, Lead Generation, CRM
Education
College of San Mateo 2011 — 2013
Marketing/Marketing Management, General
Oregon Institute of Aesthetics 2008 — 2010
Licensed Aesthetician, Skin Care
Fisher Investments January 2013 - Present
Fisher Investments September 2011 - January 2013
Skills
Financial Services, Digital Marketing, Social Media Marketing, Outlook, Market Research, Salesforce.com, Entrepreneurship, Management, Social Networking, Sales, Marketing, Lead Generation, CRM
Education
College of San Mateo 2011 — 2013
Marketing/Marketing Management, General
Oregon Institute of Aesthetics 2008 — 2010
Licensed Aesthetician, Skin Care
Jonas Lail Jonas Lail's Fisher Investments Experience March 2015 - Present
Job Account Executive at Fisher Investments
Industry Investment Management
Experience
Fisher Investments March 2015 - Present
State Farm Insurance May 2012 - March 2015
Advantage Protection Inc/Sonitrol of SWWA March 2011 - June 2012
Verizon Wireless April 2010 - March 2011
Southwest Washington Medical Center September 2008 - April 2010
Skills
Sales, Customer Service, Direct Sales, B2B, Account Management, Business Development, Networking, Social Media, Retail, Customer Retention, Marketing, Social Networking, Customer Satisfaction, Advertising, Insurance, Recruiting, Security, Small Business, CRM, New Business Development, Lead Generation, Direct Marketing, Salesforce.com
Education
Clark College 2008 — 2008
Mount Hood College 2005 — 2006
Broadcast Journalism
Fisher Investments March 2015 - Present
State Farm Insurance May 2012 - March 2015
Advantage Protection Inc/Sonitrol of SWWA March 2011 - June 2012
Verizon Wireless April 2010 - March 2011
Southwest Washington Medical Center September 2008 - April 2010
Skills
Sales, Customer Service, Direct Sales, B2B, Account Management, Business Development, Networking, Social Media, Retail, Customer Retention, Marketing, Social Networking, Customer Satisfaction, Advertising, Insurance, Recruiting, Security, Small Business, CRM, New Business Development, Lead Generation, Direct Marketing, Salesforce.com
Education
Clark College 2008 — 2008
Mount Hood College 2005 — 2006
Broadcast Journalism
Sergio Aguilera MBA's Fisher Investments Experience June 2015 - August 2015
Job Small Business Banker at U.S. Bank: NMLS Certified
Industry Financial Services
Experience
U.S. Bank August 2015 - Present
Fisher Investments June 2015 - August 2015
Proactive Worldwide August 2009 - August 2014
JP Morgan Chase July 1999 - May 2008
Skills
Market Research, Competitive Analysis, Sales, Competitive Intelligence, Business Analysis, Leadership, Strategy, Marketing Research, Market Analysis, Analytics, Strategic Planning, Analysis, CRM, Marketing Strategy, Data Analysis, Marketing, Customer Service, Management, Project Management, Business Development, Financial Analysis, Financial Services, Banking, Sales Management, Team Building, Cross-functional Team..., Process Improvement, Consulting, Management Consulting, Business Strategy, Microsoft Excel, Research, Finance, Forecasting, Risk Management, Credit, Segmentation, Microsoft Office, Qualitative Research, Customer Insight, Strategic Partnerships, Relationship Management, Financial Modeling, Portfolio Management, Accounting, financial accounting, Corporate Finance, general ledger, Revenue Analysis, Executive Management
Education
DePaul University 2003 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Oregon 1995 — 1999
B.S., History and Business Administration
U.S. Bank August 2015 - Present
Fisher Investments June 2015 - August 2015
Proactive Worldwide August 2009 - August 2014
JP Morgan Chase July 1999 - May 2008
Skills
Market Research, Competitive Analysis, Sales, Competitive Intelligence, Business Analysis, Leadership, Strategy, Marketing Research, Market Analysis, Analytics, Strategic Planning, Analysis, CRM, Marketing Strategy, Data Analysis, Marketing, Customer Service, Management, Project Management, Business Development, Financial Analysis, Financial Services, Banking, Sales Management, Team Building, Cross-functional Team..., Process Improvement, Consulting, Management Consulting, Business Strategy, Microsoft Excel, Research, Finance, Forecasting, Risk Management, Credit, Segmentation, Microsoft Office, Qualitative Research, Customer Insight, Strategic Partnerships, Relationship Management, Financial Modeling, Portfolio Management, Accounting, financial accounting, Corporate Finance, general ledger, Revenue Analysis, Executive Management
Education
DePaul University 2003 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Oregon 1995 — 1999
B.S., History and Business Administration
Joyce Juang's Fisher Investments Experience August 2013 - January 2014
Job Fiscal Analyst at NJ Department of Environmental Protection
Industry Environmental Services
Experience
New Jersey Department of Environmental Protection September 2015 - Present
New Jersey Department of Environmental Protection September 2014 - Present
kate spade new york March 2014 - August 2014
Fisher Investments August 2013 - January 2014
The Cosmopolitan of Las Vegas June 2012 - August 2012
Emory University, Goizueta Business School 2011 - 2012
Skills
Microsoft Excel, Food & Beverage, Hotels, Finance, Competitive Analysis, Sales, Strategy, Forecasting, Event Planning
Education
Emory University - Goizueta Business School 2011 — 2013
Marketing and Finance
Emory University 2009 — 2013
Council Rock North
New Jersey Department of Environmental Protection September 2015 - Present
New Jersey Department of Environmental Protection September 2014 - Present
kate spade new york March 2014 - August 2014
Fisher Investments August 2013 - January 2014
The Cosmopolitan of Las Vegas June 2012 - August 2012
Emory University, Goizueta Business School 2011 - 2012
Skills
Microsoft Excel, Food & Beverage, Hotels, Finance, Competitive Analysis, Sales, Strategy, Forecasting, Event Planning
Education
Emory University - Goizueta Business School 2011 — 2013
Marketing and Finance
Emory University 2009 — 2013
Council Rock North
Curtis Christian Curtis Christian's Fisher Investments Experience January 2003 - June 2003
Job Private Equity | Investment Banking
Industry Financial Services
Experience
Paulson Investment Company LLC March 2014 - Present
EmCare October 2011 - March 2014
American Medical Response February 2010 - October 2011
American Medical Response December 2007 - October 2009
American Medical Response October 2003 - December 2007
Fisher Investments January 2003 - June 2003
Fisher Investments March 2001 - September 2002
Fisher Investments February 1999 - March 2001
Skills
Strategic Planning, Sales, Customer Service, Social Media, Microsoft Excel, Data Entry, Event Management, PowerPoint, Outlook, Human Resources, Investment Strategies, Investment Banking, Finance, Financial Recruiting, Accounts Receivable, Series 7
Education
San Francisco State University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
College of San Mateo 1998 — 1999
Accounting and Business/Management
Paradise High School
Diploma GED, General Studies, Photography, Business
Paulson Investment Company LLC March 2014 - Present
EmCare October 2011 - March 2014
American Medical Response February 2010 - October 2011
American Medical Response December 2007 - October 2009
American Medical Response October 2003 - December 2007
Fisher Investments January 2003 - June 2003
Fisher Investments March 2001 - September 2002
Fisher Investments February 1999 - March 2001
Skills
Strategic Planning, Sales, Customer Service, Social Media, Microsoft Excel, Data Entry, Event Management, PowerPoint, Outlook, Human Resources, Investment Strategies, Investment Banking, Finance, Financial Recruiting, Accounts Receivable, Series 7
Education
San Francisco State University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
College of San Mateo 1998 — 1999
Accounting and Business/Management
Paradise High School
Diploma GED, General Studies, Photography, Business
Anil Jwalanna Anil Jwalanna's Fisher Investments Experience October 2000 - December 2001
Job CEO at WittyParrot
Industry Computer Software
Experience
WittyParrot September 2012 - Present
Thrivic, Inc. August 2011 - Present
PushPoint Mobile, Inc. November 2011 - September 2012
iCharts, Inc. September 2010 - October 2011
Allianz May 2007 - October 2010
Haas School of Business 2006 - 2008
ACC Capital Holdings [Ameriquest Mortgage Company] October 2002 - May 2007
Dresdner RCM Capital Management January 2001 - October 2002
Fisher Investments October 2000 - December 2001
Deutsche Bank October 1998 - October 2000
Skills
Start-ups, SaaS, Strategy, Enterprise Software, IT Strategy, CRM, Entrepreneurship, Outsourcing, Agile Methodologies, Management, Leadership, Mobile Devices, Team Building, Strategic Partnerships, Program Management, Acquisitions, Analytics, Business Development, Big Data, Mergers & Acquisitions, Process Improvement, Product Management, Business Analysis, SDLC, Consulting, Competitive Analysis, Software Project..., Agile Project Management, Budgets, Cloud Computing, Vendor Management, Integration, Business Intelligence, Enterprise Architecture, Project Management, E-commerce, Executive Management, Cross-functional Team..., Management Consulting, Business Process..., Business Process, Mobile Applications, Professional Services, Go-to-market Strategy, B2B, Recruiting, Networking, Architecture, Supply Chain Management, Portfolio Management
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance and Financial Management Services
University of California, Berkeley, Haas School of Business 2006 — 2008
MBA, General Management
Malnad College of Engineering 1986 — 1990
Bachelor of Engineering (B.E.), Mechanical Engineering
WittyParrot September 2012 - Present
Thrivic, Inc. August 2011 - Present
PushPoint Mobile, Inc. November 2011 - September 2012
iCharts, Inc. September 2010 - October 2011
Allianz May 2007 - October 2010
Haas School of Business 2006 - 2008
ACC Capital Holdings [Ameriquest Mortgage Company] October 2002 - May 2007
Dresdner RCM Capital Management January 2001 - October 2002
Fisher Investments October 2000 - December 2001
Deutsche Bank October 1998 - October 2000
Skills
Start-ups, SaaS, Strategy, Enterprise Software, IT Strategy, CRM, Entrepreneurship, Outsourcing, Agile Methodologies, Management, Leadership, Mobile Devices, Team Building, Strategic Partnerships, Program Management, Acquisitions, Analytics, Business Development, Big Data, Mergers & Acquisitions, Process Improvement, Product Management, Business Analysis, SDLC, Consulting, Competitive Analysis, Software Project..., Agile Project Management, Budgets, Cloud Computing, Vendor Management, Integration, Business Intelligence, Enterprise Architecture, Project Management, E-commerce, Executive Management, Cross-functional Team..., Management Consulting, Business Process..., Business Process, Mobile Applications, Professional Services, Go-to-market Strategy, B2B, Recruiting, Networking, Architecture, Supply Chain Management, Portfolio Management
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance and Financial Management Services
University of California, Berkeley, Haas School of Business 2006 — 2008
MBA, General Management
Malnad College of Engineering 1986 — 1990
Bachelor of Engineering (B.E.), Mechanical Engineering
Neema Rotolo Neema Rotolo's Fisher Investments Experience April 2008 - November 2008
Job Merchandise Planner
Industry Apparel & Fashion
Experience
Stitch Fix December 2014 - Present
Gap Inc. February 2010 - December 2014
Fisher Investments April 2008 - November 2008
Fisher Investments January 2007 - April 2008
Skills
Merchandising, Trend Analysis, Excel, Forecasting, Microsoft Office, Microsoft Excel, Apparel, Fashion, Retail, Sales
Education
Fashion Institute of Design & Merchandising 2009 — 2009
AA, Merchandise Marketing
San Jose State University 2002 — 2006
Bachelor of Science, Finance
Stitch Fix December 2014 - Present
Gap Inc. February 2010 - December 2014
Fisher Investments April 2008 - November 2008
Fisher Investments January 2007 - April 2008
Skills
Merchandising, Trend Analysis, Excel, Forecasting, Microsoft Office, Microsoft Excel, Apparel, Fashion, Retail, Sales
Education
Fashion Institute of Design & Merchandising 2009 — 2009
AA, Merchandise Marketing
San Jose State University 2002 — 2006
Bachelor of Science, Finance
Jonathan Riccio's Fisher Investments Experience June 2005 - March 2006
Job Manager, Financial Planning & Analysis at Univision Communications Inc.
Industry Broadcast Media
Experience
Univision Communications Inc. August 2015 - Present
Univision Communications October 2012 - July 2015
Grupo Clarín December 2008 - March 2012
Fisher Investments June 2005 - March 2006
Fisher Investments September 2003 - June 2005
Skills
Spanish, Market Research, Legal Research, Financial Analysis, Financial Modeling, Financial Advisory, Media Planning, Business Planning, Project Management, Strategic Planning, Competitive Analysis, Investments, Strategy
Education
Dartmouth College 1999 — 2003
Bachelor of Arts (B.A.), History and Film Studies
University of Pittsburgh 2001 — 2001
Foreign Exchange Program - Study Abroad, Semester at Sea
Univision Communications Inc. August 2015 - Present
Univision Communications October 2012 - July 2015
Grupo Clarín December 2008 - March 2012
Fisher Investments June 2005 - March 2006
Fisher Investments September 2003 - June 2005
Skills
Spanish, Market Research, Legal Research, Financial Analysis, Financial Modeling, Financial Advisory, Media Planning, Business Planning, Project Management, Strategic Planning, Competitive Analysis, Investments, Strategy
Education
Dartmouth College 1999 — 2003
Bachelor of Arts (B.A.), History and Film Studies
University of Pittsburgh 2001 — 2001
Foreign Exchange Program - Study Abroad, Semester at Sea
Bori Byun's Fisher Investments Experience June 2014 - Present
Job Client Programs Associate at Fisher Investments
Industry Financial Services
Experience
Private Tutor January 2015 - Present
Fisher Investments June 2014 - Present
Emory University June 2013 - May 2014
Emory Alumni Association June 2013 - May 2014
Dynamo January 2013 - May 2014
City of Dublin, Ohio USA February 2009 - May 2013
Emory University School of Medicine August 2011 - December 2012
Emory Children's Center January 2010 - May 2011
Gulf Oil Marine Ltd. May 2010 - August 2010
Skills
Blogging, PowerPoint, Music, Clinical Research, Dental Care, Microsoft Word, Neuroscience, Event Management, Individual Life, Community Outreach, Event Planning, Residential Life, InDesign, Public Speaking, Behavioral Neuroscience, Swimming, Translation, Computer Graphics Design, Western Blotting, Data Analysis, Spanish, Leadership, Organization, Traveling, Social Networking, Higher Education, Microsoft Office, Program Development, Student Affairs, Customer Service, Editing, Writing, Social Media, Teamwork
Education
Emory University 2009 — 2013
Bachelor of Science (B.S.), Neuroscience and Behavioral Biology and Spanish
Summer Study Abroad through Emory University- Paris, France 2012 — 2012
Neuroscience and Behavioral Biology
Dublin Coffman High School 2005 — 2009
High School Degree, 4.3 GPA
Private Tutor January 2015 - Present
Fisher Investments June 2014 - Present
Emory University June 2013 - May 2014
Emory Alumni Association June 2013 - May 2014
Dynamo January 2013 - May 2014
City of Dublin, Ohio USA February 2009 - May 2013
Emory University School of Medicine August 2011 - December 2012
Emory Children's Center January 2010 - May 2011
Gulf Oil Marine Ltd. May 2010 - August 2010
Skills
Blogging, PowerPoint, Music, Clinical Research, Dental Care, Microsoft Word, Neuroscience, Event Management, Individual Life, Community Outreach, Event Planning, Residential Life, InDesign, Public Speaking, Behavioral Neuroscience, Swimming, Translation, Computer Graphics Design, Western Blotting, Data Analysis, Spanish, Leadership, Organization, Traveling, Social Networking, Higher Education, Microsoft Office, Program Development, Student Affairs, Customer Service, Editing, Writing, Social Media, Teamwork
Education
Emory University 2009 — 2013
Bachelor of Science (B.S.), Neuroscience and Behavioral Biology and Spanish
Summer Study Abroad through Emory University- Paris, France 2012 — 2012
Neuroscience and Behavioral Biology
Dublin Coffman High School 2005 — 2009
High School Degree, 4.3 GPA
Daniel Pershall's Fisher Investments Experience May 2015 - Present
Job Global Online Strategist at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2015 - Present
Fisher Investments January 2014 - May 2015
ESS Support Services May 2013 - September 2013
Concordia University Portland May 2012 - April 2013
Concordia University Portland August 2011 - April 2012
Skills
Leadership, Community Outreach, Higher Education, Public Speaking, Internal Communications, Client Services, Mentoring
Education
Concordia University-Portland 2009 — 2013
Bachelor of Arts, History, 3.82 GPA
Fisher Investments May 2015 - Present
Fisher Investments January 2014 - May 2015
ESS Support Services May 2013 - September 2013
Concordia University Portland May 2012 - April 2013
Concordia University Portland August 2011 - April 2012
Skills
Leadership, Community Outreach, Higher Education, Public Speaking, Internal Communications, Client Services, Mentoring
Education
Concordia University-Portland 2009 — 2013
Bachelor of Arts, History, 3.82 GPA
Irina Popov Irina Popov's Fisher Investments Experience December 2013 - Present
Job Accounting Associate at Fisher Investments
Industry Accounting
Experience
Fisher Investments December 2013 - Present
The Profit Line December 2012 - December 2013
Columbia West Engineering, Inc. June 2011 - June 2013
Clark College September 2008 - December 2010
Skills
Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Highly detail oriented, Communication, Organization, Accounting, Budgets
Education
Washington State University - College of Business and Economics 2011 — 2013
Bachelor of Science (BS), Accounting
Clark College 2008 — 2010
Associate of Arts (AA), Business Administration, Management and Operations
Fisher Investments December 2013 - Present
The Profit Line December 2012 - December 2013
Columbia West Engineering, Inc. June 2011 - June 2013
Clark College September 2008 - December 2010
Skills
Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Highly detail oriented, Communication, Organization, Accounting, Budgets
Education
Washington State University - College of Business and Economics 2011 — 2013
Bachelor of Science (BS), Accounting
Clark College 2008 — 2010
Associate of Arts (AA), Business Administration, Management and Operations
Stephanie Kuehne Stephanie Kuehne's Fisher Investments Experience December 2014 - Present
Job Lieutenant Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments December 2014 - Present
Fisher Investments August 2013 - December 2014
Fisher Investments February 2013 - August 2013
Fisher Investments July 2012 - February 2013
Fisher Investments 2011 - July 2012
Fisher Investments 2010 - September 2011
Merrill Lynch and Bank of America September 2007 - May 2009
SIFE October 2006 - May 2009
Education
Eckerd College
BA, International Business
Fisher Investments December 2014 - Present
Fisher Investments August 2013 - December 2014
Fisher Investments February 2013 - August 2013
Fisher Investments July 2012 - February 2013
Fisher Investments 2011 - July 2012
Fisher Investments 2010 - September 2011
Merrill Lynch and Bank of America September 2007 - May 2009
SIFE October 2006 - May 2009
Education
Eckerd College
BA, International Business
Kyle Grissom Kyle Grissom's Fisher Investments Experience August 2015 - Present
Job Client Service Associate at Fisher Investments
Industry Investment Management
Experience
Fisher Investments August 2015 - Present
U.S. Bank February 2015 - August 2015
U.S. Bank August 2013 - August 2015
Albertsons March 2013 - August 2013
Albertsons September 2010 - March 2013
Skills
Banking, Cash Management, Commercial Banking, Customer Service, Sales, Finance, Retail Banking, Cross Selling, Retail, Leadership, Team Leadership, Microsoft Office, Time Management, Outlook, Credit, Customer Satisfaction, Risk Management, PowerPoint, Microsoft Word, Teamwork, Social Media, Research, Analysis, Team Building
Education
Washington State University Vancouver Carson College of Business 2013 — 2015
Bachelor's Degree, Finance, General, Senior
Clark College 2010 — 2013
Associate's Degree, Business Administration
Fisher Investments August 2015 - Present
U.S. Bank February 2015 - August 2015
U.S. Bank August 2013 - August 2015
Albertsons March 2013 - August 2013
Albertsons September 2010 - March 2013
Skills
Banking, Cash Management, Commercial Banking, Customer Service, Sales, Finance, Retail Banking, Cross Selling, Retail, Leadership, Team Leadership, Microsoft Office, Time Management, Outlook, Credit, Customer Satisfaction, Risk Management, PowerPoint, Microsoft Word, Teamwork, Social Media, Research, Analysis, Team Building
Education
Washington State University Vancouver Carson College of Business 2013 — 2015
Bachelor's Degree, Finance, General, Senior
Clark College 2010 — 2013
Associate's Degree, Business Administration
Marina Gonzales's Fisher Investments Experience April 2015 - Present
Job Account Executive at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2015 - Present
Fisher Investments November 2013 - April 2015
Skills
Microsoft Excel, Marketing, Integration, healthcare economics, Calculus, Mathematical Economics, Public Speaking, Communication, iCIMS, Articulation, Editing, Critical Thinking, Event Planning, Sales
Education
Portland State University 2013 — 2015
Bachelor of Science (BS), Economics
University of Alicante 2014 — 2014
Clark College 2010 — 2013
Associate's degree, General Studies
Fisher Investments April 2015 - Present
Fisher Investments November 2013 - April 2015
Skills
Microsoft Excel, Marketing, Integration, healthcare economics, Calculus, Mathematical Economics, Public Speaking, Communication, iCIMS, Articulation, Editing, Critical Thinking, Event Planning, Sales
Education
Portland State University 2013 — 2015
Bachelor of Science (BS), Economics
University of Alicante 2014 — 2014
Clark College 2010 — 2013
Associate's degree, General Studies
Hedy Payghambari's Fisher Investments Experience August 2013 - March 2014
Job Senior Marketing Specialist at Adpearance
Industry Marketing and Advertising
Experience
Adpearance April 2015 - Present
Social Media Club Pdx January 2014 - Present
Adpearance March 2014 - April 2015
Fisher Investments August 2013 - March 2014
University of Oregon- Lundquist College of Business May 2012 - June 2013
Macy's June 2012 - August 2012
City of Eugene - Hult Center for the Performing Arts December 2011 - June 2012
Childrens Miracle Network, Dance Marathon May 2011 - January 2012
University of Oregon- College of Arts and Sciences February 2011 - June 2011
Skills
SEO, Content Marketing, Corporate Finance, Spanish Translation, Goal Analysis, AB Testing, Social Media Marketing, Event Planning, Social Media, Leadership, Public Speaking, Teamwork, Advertising, Marketing, Retail Management, Microsoft Excel, Nonprofits, Time Management, Sales, Team Leadership, Management, Spanish, Blogging, Public Relations, Photoshop, SEO Copywriting, Hootsuite, Access, HTML, Travel Marketing, WordPress
Education
Lundquist College of Business Honors Program, University of Oregon 2009 — 2013
Bachelor of Arts, Double Major: Business Administration and Spanish
Copenhagen Business School 2013 — 2013
Bachelor of Business Administration (BBA), Global Marketing Management
Universidad Nacional de Rosario, Argentina 2012 — 2012
Spanish, Spanish Language and Literature
Adpearance April 2015 - Present
Social Media Club Pdx January 2014 - Present
Adpearance March 2014 - April 2015
Fisher Investments August 2013 - March 2014
University of Oregon- Lundquist College of Business May 2012 - June 2013
Macy's June 2012 - August 2012
City of Eugene - Hult Center for the Performing Arts December 2011 - June 2012
Childrens Miracle Network, Dance Marathon May 2011 - January 2012
University of Oregon- College of Arts and Sciences February 2011 - June 2011
Skills
SEO, Content Marketing, Corporate Finance, Spanish Translation, Goal Analysis, AB Testing, Social Media Marketing, Event Planning, Social Media, Leadership, Public Speaking, Teamwork, Advertising, Marketing, Retail Management, Microsoft Excel, Nonprofits, Time Management, Sales, Team Leadership, Management, Spanish, Blogging, Public Relations, Photoshop, SEO Copywriting, Hootsuite, Access, HTML, Travel Marketing, WordPress
Education
Lundquist College of Business Honors Program, University of Oregon 2009 — 2013
Bachelor of Arts, Double Major: Business Administration and Spanish
Copenhagen Business School 2013 — 2013
Bachelor of Business Administration (BBA), Global Marketing Management
Universidad Nacional de Rosario, Argentina 2012 — 2012
Spanish, Spanish Language and Literature
Sean Ferri Sean Ferri's Fisher Investments Experience December 2004 - November 2008
Job Sales Development
Industry Computer Software
Experience
Imperva October 2014 - Present
GridGain Systems 2013 - 2014
Microlease September 2013 - November 2013
Microlease June 2013 - November 2013
Still Light Studios LLC 2013 - June 2013
Freedom Financial December 2011 - October 2012
Google - Aerotek Contractor April 2011 - August 2011
Supermedia July 2010 - February 2011
Fisher Investments December 2004 - November 2008
Branders August 2003 - February 2004
Skills
Certified Debt..., Account Management, Cold Calling, SEM, SEO, Google Adwords, Customer Satisfaction, Program Management, Salesforce.com, Direct Sales, SaaS, Lead Generation, Sales, Online Advertising, B2B, Sales Process, PPC, Business Development, Social Media, CRM, New Business Development, Sales Operations, Sales Management, Sales Presentations, Advertising, Training, Leadership, Marketing, Strategic Partnerships, Networking, Product Marketing, Solution Selling, Selling, Online Marketing
Education
College of San Mateo 1995 — 1997
Associate's Degree
San Jose State University 1999 — 2001
Bachelor of Arts, Speech Communication
De Anza College 2001 — 2001
Certificate, Computer Studies
Imperva October 2014 - Present
GridGain Systems 2013 - 2014
Microlease September 2013 - November 2013
Microlease June 2013 - November 2013
Still Light Studios LLC 2013 - June 2013
Freedom Financial December 2011 - October 2012
Google - Aerotek Contractor April 2011 - August 2011
Supermedia July 2010 - February 2011
Fisher Investments December 2004 - November 2008
Branders August 2003 - February 2004
Skills
Certified Debt..., Account Management, Cold Calling, SEM, SEO, Google Adwords, Customer Satisfaction, Program Management, Salesforce.com, Direct Sales, SaaS, Lead Generation, Sales, Online Advertising, B2B, Sales Process, PPC, Business Development, Social Media, CRM, New Business Development, Sales Operations, Sales Management, Sales Presentations, Advertising, Training, Leadership, Marketing, Strategic Partnerships, Networking, Product Marketing, Solution Selling, Selling, Online Marketing
Education
College of San Mateo 1995 — 1997
Associate's Degree
San Jose State University 1999 — 2001
Bachelor of Arts, Speech Communication
De Anza College 2001 — 2001
Certificate, Computer Studies
Marcus Rowe's Fisher Investments Experience 2006 - 2007
Job Vice President, Wealth Management Banking at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2010 - Present
Merrill Lynch July 2007 - February 2010
Fisher Investments 2006 - 2007
Fisher Investments 2005 - 2006
Skills
Portfolio Management, Wealth Management, Banking, Investment Management, Private Banking, Credit Analysis, Finance, Mortgage Lending, Cash Management, Credit, Series 7, Credit Cards, Consumer Lending, Investments, Asset Management, Leadership, Securities, Loans, Financial Services, Treasury Management, Uniform Combined State..., Management
Education
Dartmouth College 1998 — 2002
Bachelor's Degree, Economics
Merrill Lynch March 2010 - Present
Merrill Lynch July 2007 - February 2010
Fisher Investments 2006 - 2007
Fisher Investments 2005 - 2006
Skills
Portfolio Management, Wealth Management, Banking, Investment Management, Private Banking, Credit Analysis, Finance, Mortgage Lending, Cash Management, Credit, Series 7, Credit Cards, Consumer Lending, Investments, Asset Management, Leadership, Securities, Loans, Financial Services, Treasury Management, Uniform Combined State..., Management
Education
Dartmouth College 1998 — 2002
Bachelor's Degree, Economics
Matthew Douglass Matthew Douglass's Fisher Investments Experience May 2006 - September 2007
Job CoFounder / VP EHR Experience at Practice Fusion
Industry Hospital & Health Care
Experience
Practice Fusion September 2007 - Present
Obama for America March 2012 - November 2012
Fisher Investments May 2006 - September 2007
Suez Energy North America October 2004 - March 2006
CMS Energy - Marketing, Services & Trading January 2002 - June 2003
DD Webworks, Inc. July 1998 - February 2001
Skills
C#, SQL, T-SQL, ASP.NET MVC, Integration, Public Speaking, Product Development, Software Engineering, Healthcare, Healthcare IT, EHR, EMR, PHR, Healthcare Information..., Leadership, Architecture, Microsoft SQL Server, Agile Methodologies, Web Applications, XML, Requirements Analysis, SaaS, REST, Software Development, Database Design, Programming, Web Development, Scrum, Databases, Enterprise Architecture, SOA, Process Improvement, Cloud Computing, SSRS, Angel Investing, Project Management, Software Design, Project Planning, Web Services, .NET, Software Project..., HTML, Program Management
Education
Colorado School of Mines 1998 — 2001
BS, Mathematical and Computer Sciences
Practice Fusion September 2007 - Present
Obama for America March 2012 - November 2012
Fisher Investments May 2006 - September 2007
Suez Energy North America October 2004 - March 2006
CMS Energy - Marketing, Services & Trading January 2002 - June 2003
DD Webworks, Inc. July 1998 - February 2001
Skills
C#, SQL, T-SQL, ASP.NET MVC, Integration, Public Speaking, Product Development, Software Engineering, Healthcare, Healthcare IT, EHR, EMR, PHR, Healthcare Information..., Leadership, Architecture, Microsoft SQL Server, Agile Methodologies, Web Applications, XML, Requirements Analysis, SaaS, REST, Software Development, Database Design, Programming, Web Development, Scrum, Databases, Enterprise Architecture, SOA, Process Improvement, Cloud Computing, SSRS, Angel Investing, Project Management, Software Design, Project Planning, Web Services, .NET, Software Project..., HTML, Program Management
Education
Colorado School of Mines 1998 — 2001
BS, Mathematical and Computer Sciences
Joshua Panzer Joshua Panzer's Fisher Investments Experience March 2015 - Present
Job Global Marketing Manager Italy at Fisher Investments
Industry Marketing and Advertising
Experience
Fisher Investments March 2015 - Present
HomeStreet Bank July 2013 - February 2015
Northbrook Park District August 2011 - June 2013
Jameson Sotheby's International Real Estate April 2011 - September 2011
David Pavlik's campaign for 32nd ward Alderman November 2010 - April 2011
Best Agency February 2007 - August 2009
Skills
Social Media Marketing, Facebook, Digital Marketing, Google Analytics, Event Planning, Marketing, Marketing Communications, Marketing Strategy, Event Management, SEO, Public Relations, Direct Marketing, Social Networking, Content Strategy, Marketing Management, Creative Direction, Email Marketing, Leadership, Brand Management, Strategy, Internal Communications, Creative Strategy, Microsoft Office, Content Management, Press Releases, Publicity, Interactive Marketing, Analytics, Team Leadership, Adobe Creative Suite, Advertising, Online Marketing, Promotions, Final Cut Pro, Market Analysis, Data Analysis, Social Media Measurement, Twitter, Web Analytics, Event Marketing, E-commerce SEO, Radian6, Community Management, Creative Concept Design, Writing, Strategic Communications, Digital Strategy, Google Adwords, Drupal, Wordpress
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Masters of Business Administration, Marketing Strategy & Planning and Integrated Marketing Communications
Tulane University 1999 — 2003
Bachelor of Arts, Italian, Political Science, and History
Fisher Investments March 2015 - Present
HomeStreet Bank July 2013 - February 2015
Northbrook Park District August 2011 - June 2013
Jameson Sotheby's International Real Estate April 2011 - September 2011
David Pavlik's campaign for 32nd ward Alderman November 2010 - April 2011
Best Agency February 2007 - August 2009
Skills
Social Media Marketing, Facebook, Digital Marketing, Google Analytics, Event Planning, Marketing, Marketing Communications, Marketing Strategy, Event Management, SEO, Public Relations, Direct Marketing, Social Networking, Content Strategy, Marketing Management, Creative Direction, Email Marketing, Leadership, Brand Management, Strategy, Internal Communications, Creative Strategy, Microsoft Office, Content Management, Press Releases, Publicity, Interactive Marketing, Analytics, Team Leadership, Adobe Creative Suite, Advertising, Online Marketing, Promotions, Final Cut Pro, Market Analysis, Data Analysis, Social Media Measurement, Twitter, Web Analytics, Event Marketing, E-commerce SEO, Radian6, Community Management, Creative Concept Design, Writing, Strategic Communications, Digital Strategy, Google Adwords, Drupal, Wordpress
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Masters of Business Administration, Marketing Strategy & Planning and Integrated Marketing Communications
Tulane University 1999 — 2003
Bachelor of Arts, Italian, Political Science, and History
Andrew Suh Andrew Suh's Fisher Investments Experience March 2014 - Present
Job Research Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments March 2014 - Present
Folio Insights June 2013 - October 2013
North Carolina Department of State Treasurer -Retirement Systems Division October 2012 - May 2013
Tong Yang Securities June 2010 - August 2010
Skills
Microsoft Office, Research, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, English
Education
Duke University 2012 — 2014
Master of Arts (MA), Applied Financial Economics
New York University 2008 — 2012
Bachelor of Arts (BA), Economics
Fisher Investments March 2014 - Present
Folio Insights June 2013 - October 2013
North Carolina Department of State Treasurer -Retirement Systems Division October 2012 - May 2013
Tong Yang Securities June 2010 - August 2010
Skills
Microsoft Office, Research, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, English
Education
Duke University 2012 — 2014
Master of Arts (MA), Applied Financial Economics
New York University 2008 — 2012
Bachelor of Arts (BA), Economics
Todd Patton Todd Patton's Fisher Investments Experience October 2001 - October 2005
Job Senior Vice President at Novare Capital Management Private Wealth Management & Planning for Successful Families
Industry Investment Management
Experience
Novare Capital Management August 2007 - Present
Eastover Capital Management October 2005 - March 2007
Fisher Investments October 2001 - October 2005
Flexible Benefit Administrators July 1991 - October 2001
Education
East Carolina University 1981 — 1986
BSBA, Marketing
Novare Capital Management August 2007 - Present
Eastover Capital Management October 2005 - March 2007
Fisher Investments October 2001 - October 2005
Flexible Benefit Administrators July 1991 - October 2001
Education
East Carolina University 1981 — 1986
BSBA, Marketing
Evan Eastman Evan Eastman's Fisher Investments Experience April 2015 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2015 - Present
Natixis Global Asset Management January 2013 - March 2015
John Hancock Funds, LLC October 2009 - January 2013
John Hancock Annuities June 2007 - October 2009
Janney Montgomery Scott June 2006 - August 2006
Skills
Mutual Funds, Investments, Series 6, Finance, Series 63, Retirement Planning, Fixed Annuities, Series 65, Series 7, Strategy
Education
Denison University 2003 — 2007
BA, Economics
Pomfret School 2000 — 2003
Fisher Investments April 2015 - Present
Natixis Global Asset Management January 2013 - March 2015
John Hancock Funds, LLC October 2009 - January 2013
John Hancock Annuities June 2007 - October 2009
Janney Montgomery Scott June 2006 - August 2006
Skills
Mutual Funds, Investments, Series 6, Finance, Series 63, Retirement Planning, Fixed Annuities, Series 65, Series 7, Strategy
Education
Denison University 2003 — 2007
BA, Economics
Pomfret School 2000 — 2003
Marcus Rowe's Fisher Investments Experience April 2006 - June 2007
Job Investment Associate at Merrill Lynch Global Private Client Group
Industry Investment Management
Experience
Fisher Investments April 2006 - June 2007
Fisher Investments February 2005 - April 2006
Fisher Investments April 2004 - February 2005
Wachovia Bank June 2002 - March 2004
Education
Dartmouth College 1998 — 2002
Fisher Investments April 2006 - June 2007
Fisher Investments February 2005 - April 2006
Fisher Investments April 2004 - February 2005
Wachovia Bank June 2002 - March 2004
Education
Dartmouth College 1998 — 2002
Josh McCaughey's Fisher Investments Experience January 2015 - Present
Job Investment Counselor
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
Fisher Investments August 2013 - January 2015
Fisher Investments April 2012 - August 2013
Fisher Investments April 2010 - April 2012
New Edge Networks August 2009 - April 2010
Yahoo! April 2008 - August 2009
Nautilus August 2005 - April 2008
US Army November 1997 - September 2005
Skills
Online Advertising, SEM, Lead Generation, PPC, Sales, Marketing, Strategic Planning, Business Development, Digital Marketing, Account Management, Salesforce.com, New Business Development, Direct Sales, Management, Team Leadership, Recruiting, Training, Business Strategy, Sales Presentations
Education
Concordia University-Portland 2009 — 2011
MBA, Business
Concordia University-Portland 2007 — 2008
B.S., Business Administration
Cochise 2002 — 2003
AAS, Intelligence Operations
Pierce College 1999 — 2001
AAS, Arts and Sciences
Fisher Investments January 2015 - Present
Fisher Investments August 2013 - January 2015
Fisher Investments April 2012 - August 2013
Fisher Investments April 2010 - April 2012
New Edge Networks August 2009 - April 2010
Yahoo! April 2008 - August 2009
Nautilus August 2005 - April 2008
US Army November 1997 - September 2005
Skills
Online Advertising, SEM, Lead Generation, PPC, Sales, Marketing, Strategic Planning, Business Development, Digital Marketing, Account Management, Salesforce.com, New Business Development, Direct Sales, Management, Team Leadership, Recruiting, Training, Business Strategy, Sales Presentations
Education
Concordia University-Portland 2009 — 2011
MBA, Business
Concordia University-Portland 2007 — 2008
B.S., Business Administration
Cochise 2002 — 2003
AAS, Intelligence Operations
Pierce College 1999 — 2001
AAS, Arts and Sciences
Andrew Boli's Fisher Investments Experience November 2004 - May 2005
Job Engineering Process Improvements for Manufacturing Companies Account Executive at Arena Solutions
Industry Information Technology and Services
Experience
Arena Solutions November 2014 - Present
ADP August 2012 - November 2014
NEXCUT November 2006 - August 2012
Fremont Bank May 2005 - November 2006
Fisher Investments November 2004 - May 2005
Skills
Salesforce.com, Account Management, SaaS, Sales, Sales Process, Cold Calling, New Business Development, Direct Sales, Employee Benefits, Sales Management, Strategic Planning, Customer Service, Negotiation, Solution Selling, Sales Presentations, Business Development, Contract Negotiation, CRM, Team Leadership, Microsoft Office, Team Building, B2B, Business Strategy, Microsoft Excel, Financial Analysis, Entrepreneurship, Plastics Recycling, Networking, Strategic Partnerships, Consulting, Customer Retention, Strategy, Start-ups, Competitive Analysis, Building Relationships, Training, Professional Services, Management
Education
Columbia University in the City of New York
Bachelor of Arts, Political Science
O'Dowd!
O'Dowd!
Arena Solutions November 2014 - Present
ADP August 2012 - November 2014
NEXCUT November 2006 - August 2012
Fremont Bank May 2005 - November 2006
Fisher Investments November 2004 - May 2005
Skills
Salesforce.com, Account Management, SaaS, Sales, Sales Process, Cold Calling, New Business Development, Direct Sales, Employee Benefits, Sales Management, Strategic Planning, Customer Service, Negotiation, Solution Selling, Sales Presentations, Business Development, Contract Negotiation, CRM, Team Leadership, Microsoft Office, Team Building, B2B, Business Strategy, Microsoft Excel, Financial Analysis, Entrepreneurship, Plastics Recycling, Networking, Strategic Partnerships, Consulting, Customer Retention, Strategy, Start-ups, Competitive Analysis, Building Relationships, Training, Professional Services, Management
Education
Columbia University in the City of New York
Bachelor of Arts, Political Science
O'Dowd!
O'Dowd!
Scott Stratton's Fisher Investments Experience July 1995 - Present
Job Senior V.P. at Fisher Investments
Industry Investment Management
Experience
Fisher Investments July 1995 - Present
Wells Fargo Private Banking January 1993 - July 1995
Skills
Asset Allocation, Wealth Management, Investments, Asset Management, Equities, Investment Strategies, Portfolio Management, Investment Advisory, Retirement Planning, Fixed Income, Mutual Funds, Securities, Investment Management
Education
Columbia Business School 1990 — 1992
MBA, Finance, International Business
Wake Forest University 1981 — 1985
BA, Organizational Behavior
Fisher Investments July 1995 - Present
Wells Fargo Private Banking January 1993 - July 1995
Skills
Asset Allocation, Wealth Management, Investments, Asset Management, Equities, Investment Strategies, Portfolio Management, Investment Advisory, Retirement Planning, Fixed Income, Mutual Funds, Securities, Investment Management
Education
Columbia Business School 1990 — 1992
MBA, Finance, International Business
Wake Forest University 1981 — 1985
BA, Organizational Behavior
Chen Teng's Fisher Investments Experience January 2008 - June 2013
Job Senior Web Producer at Spansion
Industry Computer Software
Experience
Spansion October 2013 - Present
Fisher Investments January 2008 - June 2013
Business Logic March 2007 - December 2007
Nexient Learning Inc. August 2002 - April 2007
Skills
SSIS, Microsoft SQL Server, C#, Agile Methodologies, Software Development, Software Engineering, XML, REST, Enterprise Software, Testing, Sharepoint, SharePoint Designer, T-SQL, MFC, CSS, JavaScript, jQuery, Web Services, VB.NET, Java, Crystal Reports, .NET, HTML, FileNet, DevExpress, Kofax, Aspose, ASP.NET, SSRS, SharePoint
Education
Dalhousie University 2000 — 2002
Master of Science (M.S.), Computer Science
Southeast University 1993 — 1997
Bachelor, Computer Science and Engineering
Spansion October 2013 - Present
Fisher Investments January 2008 - June 2013
Business Logic March 2007 - December 2007
Nexient Learning Inc. August 2002 - April 2007
Skills
SSIS, Microsoft SQL Server, C#, Agile Methodologies, Software Development, Software Engineering, XML, REST, Enterprise Software, Testing, Sharepoint, SharePoint Designer, T-SQL, MFC, CSS, JavaScript, jQuery, Web Services, VB.NET, Java, Crystal Reports, .NET, HTML, FileNet, DevExpress, Kofax, Aspose, ASP.NET, SSRS, SharePoint
Education
Dalhousie University 2000 — 2002
Master of Science (M.S.), Computer Science
Southeast University 1993 — 1997
Bachelor, Computer Science and Engineering
Patrick Sittner's Fisher Investments Experience December 2006 - July 2007
Job Capital Markets Professional, Adjunct Finance Professor
Industry Financial Services
Experience
Midland University MBA Program July 2015 - Present
ConAgra Foods May 2013 - Present
Hayneedle January 2012 - May 2013
First National Bank of Omaha November 2010 - January 2012
First National Bank of Omaha May 2008 - November 2010
Pacific Life August 2007 - April 2008
Fisher Investments December 2006 - July 2007
Fisher Investments June 2005 - December 2006
McGrath North Mullin & Kratz January 2004 - June 2005
Wells Fargo Financial January 2003 - December 2003
Education
Creighton University 2008 — 2011
Investment Management and Financial Analysis-Business Administration (MIMFA/MBA) Dual Degree, Finance/Investment Management
Stanford University 2006 — 2006
N/A, Finance
University of Nebraska-Lincoln 1999 — 2002
BS, Finance major, Political Science Minor
Nebraska Wesleyan University 1998 — 1999
BS, Finance
Lincoln Southeast 1995 — 1998
Midland University MBA Program July 2015 - Present
ConAgra Foods May 2013 - Present
Hayneedle January 2012 - May 2013
First National Bank of Omaha November 2010 - January 2012
First National Bank of Omaha May 2008 - November 2010
Pacific Life August 2007 - April 2008
Fisher Investments December 2006 - July 2007
Fisher Investments June 2005 - December 2006
McGrath North Mullin & Kratz January 2004 - June 2005
Wells Fargo Financial January 2003 - December 2003
Education
Creighton University 2008 — 2011
Investment Management and Financial Analysis-Business Administration (MIMFA/MBA) Dual Degree, Finance/Investment Management
Stanford University 2006 — 2006
N/A, Finance
University of Nebraska-Lincoln 1999 — 2002
BS, Finance major, Political Science Minor
Nebraska Wesleyan University 1998 — 1999
BS, Finance
Lincoln Southeast 1995 — 1998
Andrew Haynie's Fisher Investments Experience January 2008 - January 2009
Job Territory Manager at Barracuda (NYSE: CUDA)
Industry Information Technology and Services
Experience
Barracuda (NYSE: CUDA) September 2015 - Present
Intel Corporation April 2014 - June 2015
Zones July 2011 - June 2013
Zones September 2009 - July 2011
Fisher Investments January 2008 - January 2009
Fisher Investments August 2005 - December 2008
Oxford Global Resources January 2004 - August 2005
Skills
Storage, Sales Operations, Salesforce.com, Cold Calling, Sales Process, Solution Selling, Account Management, Direct Sales, SaaS, Lead Generation, Sales, Enterprise Software, CRM, Selling, B2B, Mutual Funds, Investments, Portfolio Management
Education
Colorado State University 1998 — 2002
Bachelor of Arts (B.A.), Political Science
Barracuda (NYSE: CUDA) September 2015 - Present
Intel Corporation April 2014 - June 2015
Zones July 2011 - June 2013
Zones September 2009 - July 2011
Fisher Investments January 2008 - January 2009
Fisher Investments August 2005 - December 2008
Oxford Global Resources January 2004 - August 2005
Skills
Storage, Sales Operations, Salesforce.com, Cold Calling, Sales Process, Solution Selling, Account Management, Direct Sales, SaaS, Lead Generation, Sales, Enterprise Software, CRM, Selling, B2B, Mutual Funds, Investments, Portfolio Management
Education
Colorado State University 1998 — 2002
Bachelor of Arts (B.A.), Political Science
Marc Duquella's Fisher Investments Experience October 2011 - Present
Job Investment Counselor
Industry Financial Services
Experience
Fisher Investments October 2011 - Present
UBS Investment Bank September 1998 - May 2010
Education
Cornell University 1993 — 1998
BS, Environmental Engineering
Fisher Investments October 2011 - Present
UBS Investment Bank September 1998 - May 2010
Education
Cornell University 1993 — 1998
BS, Environmental Engineering
Brian Coleman's Fisher Investments Experience February 2014 - March 2015
Job Information Technology Professional
Industry Information Technology and Services
Experience
Fisher Investments February 2014 - March 2015
Fisher Investments November 2012 - February 2014
Fisher Investments April 2011 - November 2012
Holland Residential 2008 - April 2011
Holland Partner Group 2008 - April 2011
Misys Healthcare Systems 2005 - 2008
Skills
Active Directory, Microsoft Exchange, Microsoft Office, Customer Service, Windows Server, Citrix, Troubleshooting, Networking, Leadership, Training, Microsoft Excel, Team Leadership, Management, Team Building, Process Improvement, Asset Management, Outlook, Sales, Technical Support, Help Desk Support
Education
Clark College 2015 — 2016
Social Work, 4.0
Technical School 1999 — 2000
MCSE, Microsoft Network Administration
Moorpark College 1995 — 1998
English, Criminal Law, Math
Fisher Investments February 2014 - March 2015
Fisher Investments November 2012 - February 2014
Fisher Investments April 2011 - November 2012
Holland Residential 2008 - April 2011
Holland Partner Group 2008 - April 2011
Misys Healthcare Systems 2005 - 2008
Skills
Active Directory, Microsoft Exchange, Microsoft Office, Customer Service, Windows Server, Citrix, Troubleshooting, Networking, Leadership, Training, Microsoft Excel, Team Leadership, Management, Team Building, Process Improvement, Asset Management, Outlook, Sales, Technical Support, Help Desk Support
Education
Clark College 2015 — 2016
Social Work, 4.0
Technical School 1999 — 2000
MCSE, Microsoft Network Administration
Moorpark College 1995 — 1998
English, Criminal Law, Math
Kelsey Higgins's Fisher Investments Experience February 2013 - Present
Job Sales Operations Specialist at Fisher Investments
Industry Financial Services
Experience
Fisher Investments February 2013 - Present
Fisher Investments February 2011 - February 2013
Fisher Investments February 2010 - February 2011
Wells Fargo September 2006 - January 2010
Nordstrom May 2001 - June 2006
Skills
Cross Selling, Goal Oriented, Customer Satisfaction, Banking, Time Management, Building Relationships, Loans, Credit, Organizational..., Consumer Lending, Lines Of Credit, Retail Banking, Retail Sales Experience, Merchandising, Multi Tasking, Project Management, Priority Management, Goal-driven leader, Financial Services, Microsoft Excel, Microsoft Applications, Access, Sales, Client Services, Lead Management, CRM, Critical Thinking, Customer Experience, Cold Calling, Close Attention to..., Outlook, Telephone Skills, Phone Etiquette, Sales Operations, Analytical Skills, Relationship Management
Education
Washington State University 2008 — 2012
Bachelors
Fashion Institute of Design & Merchandising 2005 — 2006
Fisher Investments February 2013 - Present
Fisher Investments February 2011 - February 2013
Fisher Investments February 2010 - February 2011
Wells Fargo September 2006 - January 2010
Nordstrom May 2001 - June 2006
Skills
Cross Selling, Goal Oriented, Customer Satisfaction, Banking, Time Management, Building Relationships, Loans, Credit, Organizational..., Consumer Lending, Lines Of Credit, Retail Banking, Retail Sales Experience, Merchandising, Multi Tasking, Project Management, Priority Management, Goal-driven leader, Financial Services, Microsoft Excel, Microsoft Applications, Access, Sales, Client Services, Lead Management, CRM, Critical Thinking, Customer Experience, Cold Calling, Close Attention to..., Outlook, Telephone Skills, Phone Etiquette, Sales Operations, Analytical Skills, Relationship Management
Education
Washington State University 2008 — 2012
Bachelors
Fashion Institute of Design & Merchandising 2005 — 2006
William Hoover's Fisher Investments Experience January 1999 - January 2001
Job Senior Executive
Industry Financial Services
Experience
AMS Advisors October 2007 - November 2014
ADVISOR MARKETING SERVICES GROUP, LLC September 2007 - January 2013
Third Party Marketers Association 2007 - December 2012
3PM 2009 - 2012
Huntington National Bank August 2004 - September 2006
Fleet Boston/US Regional Private Banking January 2000 - August 2004
Fisher Investments January 1999 - January 2001
WILMINGTON TRUST COMPANY January 1996 - January 1999
EARLY CAREER January 1977 - January 1995
Chase Manhattan Bank of Florida July 1986 - January 1990
Skills
Wealth Management, Alternative Investments, Investments, Banking, Mutual Funds, Investment Management, Asset Management, Investment Advisory, Asset Managment, Strategy, Financial Markets, Financial Advisory, Fixed Income, Financial Services, Securities, Wealth Management..., Finance, Retirement, Asset Allocation, Retirement Planning, Series 24, Estate Planning, Series 7, Investment Strategies, Equities, Series 63, Capital Markets, Investor Relations, Bonds, Leadership, Private Equity, Management, Hedge Funds, High Net Worth..., Portfolio Management, Pensions, FINRA, Uniform Combined State..., 401k, New Business Development, ETFs, Fund Of Funds, Wealth, Options, Venture Capital
Education
Emory University 1976 — 1977
MA, Economic History
Emory University 1969 — 1973
BA, Economic History
AMS Advisors October 2007 - November 2014
ADVISOR MARKETING SERVICES GROUP, LLC September 2007 - January 2013
Third Party Marketers Association 2007 - December 2012
3PM 2009 - 2012
Huntington National Bank August 2004 - September 2006
Fleet Boston/US Regional Private Banking January 2000 - August 2004
Fisher Investments January 1999 - January 2001
WILMINGTON TRUST COMPANY January 1996 - January 1999
EARLY CAREER January 1977 - January 1995
Chase Manhattan Bank of Florida July 1986 - January 1990
Skills
Wealth Management, Alternative Investments, Investments, Banking, Mutual Funds, Investment Management, Asset Management, Investment Advisory, Asset Managment, Strategy, Financial Markets, Financial Advisory, Fixed Income, Financial Services, Securities, Wealth Management..., Finance, Retirement, Asset Allocation, Retirement Planning, Series 24, Estate Planning, Series 7, Investment Strategies, Equities, Series 63, Capital Markets, Investor Relations, Bonds, Leadership, Private Equity, Management, Hedge Funds, High Net Worth..., Portfolio Management, Pensions, FINRA, Uniform Combined State..., 401k, New Business Development, ETFs, Fund Of Funds, Wealth, Options, Venture Capital
Education
Emory University 1976 — 1977
MA, Economic History
Emory University 1969 — 1973
BA, Economic History
Allie Quinn's Fisher Investments Experience May 2010 - October 2010
Job Account Supervisor at AKQA
Industry Financial Services
Experience
AKQA July 2015 - Present
AKQA July 2014 - June 2015
AKQA May 2012 - June 2014
AKQA October 2010 - April 2012
Fisher Investments May 2010 - October 2010
Fisher Investments August 2007 - September 2010
First National Bank July 2005 - May 2006
Skills
Google Adwords, Microsoft Office, SEM, Social Media Marketing, Google Analytics, SEO, Marketing Strategy, Facebook, Customer Service, Marketing Communications, Project Management, Digital Marketing, Online Advertising, Mobile Marketing, PPC, Market Research, Integrated Marketing, Time Management, Product Marketing, Competitive Analysis, Analytical Skills, Digital Strategy
Education
Colorado State University 2003 — 2007
Bachelor of Science, Business Administration - Finance
AKQA July 2015 - Present
AKQA July 2014 - June 2015
AKQA May 2012 - June 2014
AKQA October 2010 - April 2012
Fisher Investments May 2010 - October 2010
Fisher Investments August 2007 - September 2010
First National Bank July 2005 - May 2006
Skills
Google Adwords, Microsoft Office, SEM, Social Media Marketing, Google Analytics, SEO, Marketing Strategy, Facebook, Customer Service, Marketing Communications, Project Management, Digital Marketing, Online Advertising, Mobile Marketing, PPC, Market Research, Integrated Marketing, Time Management, Product Marketing, Competitive Analysis, Analytical Skills, Digital Strategy
Education
Colorado State University 2003 — 2007
Bachelor of Science, Business Administration - Finance
Jordan Falk's Fisher Investments Experience July 2008 - January 2009
Job Vice President IOO Implementation at Northern Trust
Industry Capital Markets
Experience
Northern Trust November 2013 - Present
Eze Software Group November 2011 - November 2013
Northern Trust April 2011 - November 2011
Structural Investment Management August 2009 - September 2010
Barclays Global Investors February 2009 - August 2009
Fisher Investments July 2008 - January 2009
Fisher Investments June 2007 - July 2008
Fisher Investments July 2006 - June 2007
Skills
Trading Systems, Bloomberg, SQL, Risk Management, VBA, Process Improvement, Microsoft Excel, Charles River IMS, Analysis, Commodity, Eze Castle, Financial Services, Access, Excel, Data Management, Market Data, Trading, Equities, Portfolio Management, Fixed Income, Investments
Education
Colorado College 2002 — 2006
BA, Mathematical Economics
Northern Trust November 2013 - Present
Eze Software Group November 2011 - November 2013
Northern Trust April 2011 - November 2011
Structural Investment Management August 2009 - September 2010
Barclays Global Investors February 2009 - August 2009
Fisher Investments July 2008 - January 2009
Fisher Investments June 2007 - July 2008
Fisher Investments July 2006 - June 2007
Skills
Trading Systems, Bloomberg, SQL, Risk Management, VBA, Process Improvement, Microsoft Excel, Charles River IMS, Analysis, Commodity, Eze Castle, Financial Services, Access, Excel, Data Management, Market Data, Trading, Equities, Portfolio Management, Fixed Income, Investments
Education
Colorado College 2002 — 2006
BA, Mathematical Economics
Bernardo Jorge's Fisher Investments Experience January 2004 - January 2006
Job Director of Corporate Relations Financial Mathematics Program at The University of Chicago
Industry Capital Markets
Experience
The University of Chicago June 2014 - Present
Algorithmic Trading May 2006 - Present
Fisher Investments January 2004 - January 2006
Fisher Investments December 2001 - January 2004
Fisher Investments March 2000 - December 2001
HSBC Securities January 1997 - March 2000
TJM Institutional Services August 1995 - January 1997
Skills
Fixed Income, Equities, Derivatives, Portfolio Management, Options, Capital Markets, Quantitative Analytics, Asset Management, Trading, Investments, Risk Management, Valuation, Bloomberg, Asset Allocation, Electronic Trading, Mutual Funds, Hedging, Trading Strategies, Economics, Macroeconomics, Finance, Investment Management, ETFs, Technical Analysis, Alternative Investments, Quantitative Finance, Financial Modeling, Financial Analysis, Financial Services, Financial Markets, Management
Education
University of Chicago 2011 — 2015
Master of Science (MS)
DePaul University 2009 — 2011
Master of Science (MS)
Florida State University 1992 — 1994
Master of Business Administration (MBA)
University of Miami 1986 — 1991
Bachelor of Arts (BA)
The University of Chicago June 2014 - Present
Algorithmic Trading May 2006 - Present
Fisher Investments January 2004 - January 2006
Fisher Investments December 2001 - January 2004
Fisher Investments March 2000 - December 2001
HSBC Securities January 1997 - March 2000
TJM Institutional Services August 1995 - January 1997
Skills
Fixed Income, Equities, Derivatives, Portfolio Management, Options, Capital Markets, Quantitative Analytics, Asset Management, Trading, Investments, Risk Management, Valuation, Bloomberg, Asset Allocation, Electronic Trading, Mutual Funds, Hedging, Trading Strategies, Economics, Macroeconomics, Finance, Investment Management, ETFs, Technical Analysis, Alternative Investments, Quantitative Finance, Financial Modeling, Financial Analysis, Financial Services, Financial Markets, Management
Education
University of Chicago 2011 — 2015
Master of Science (MS)
DePaul University 2009 — 2011
Master of Science (MS)
Florida State University 1992 — 1994
Master of Business Administration (MBA)
University of Miami 1986 — 1991
Bachelor of Arts (BA)
Phil Fraser's Fisher Investments Experience July 2010 - July 2013
Job
Industry Medical Devices
Experience
Fisher Investments July 2010 - July 2013
R.V. Kuhns & Associates February 2007 - May 2010
Skills
Insurance, Personal Financial..., Investments, Asset Allocation, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Alternative Investments, Asset Management, Financial Modeling, Fixed Income, Bloomberg, Valuation, Private Equity, Investment Management, Equity Research, Mutual Funds
Education
Washington State University 2004 — 2006
Bachelor of Arts (BA), Finance and Financial Management Services, Magna Cum Laude
Clark College 2002 — 2004
Associate of Arts (AA), Business Administration and Management, General
Fisher Investments July 2010 - July 2013
R.V. Kuhns & Associates February 2007 - May 2010
Skills
Insurance, Personal Financial..., Investments, Asset Allocation, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Alternative Investments, Asset Management, Financial Modeling, Fixed Income, Bloomberg, Valuation, Private Equity, Investment Management, Equity Research, Mutual Funds
Education
Washington State University 2004 — 2006
Bachelor of Arts (BA), Finance and Financial Management Services, Magna Cum Laude
Clark College 2002 — 2004
Associate of Arts (AA), Business Administration and Management, General
Zoey Kwong, PMP's Fisher Investments Experience April 2004 - October 2007
Job Director, Financial Systems at TIBCO Software Inc.
Industry Computer Software
Experience
TIBCO Software Inc. April 2013 - Present
TIBCO Software Inc. September 2010 - April 2013
Column5 Consulting November 2007 - August 2010
Fisher Investments April 2004 - October 2007
Argonaut Technologies October 2000 - April 2004
ValueStar, Inc. April 2000 - October 2000
Wells Fargo Bank - Audit Services June 1998 - April 2000
Wells Fargo Bank - Check Processing Services June 1996 - May 1998
Skills
Professional Services, Software Project..., Analytics, SAP BW, PeopleSoft, Program Management, Business Process..., Process Improvement, Vendor Management, Project Management, Software Documentation, Financial Analysis, Cross-functional Team..., Financial Reporting, Forecasting, Analysis, Management, Consolidation, Enterprise Software, Business Objects, Business Intelligence, Finance
Education
San Francisco State University 2002 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
San Jose State University 1993 — 1996
Bachelor's degree, Finance, General
College of San Mateo 1990 — 1993
TIBCO Software Inc. April 2013 - Present
TIBCO Software Inc. September 2010 - April 2013
Column5 Consulting November 2007 - August 2010
Fisher Investments April 2004 - October 2007
Argonaut Technologies October 2000 - April 2004
ValueStar, Inc. April 2000 - October 2000
Wells Fargo Bank - Audit Services June 1998 - April 2000
Wells Fargo Bank - Check Processing Services June 1996 - May 1998
Skills
Professional Services, Software Project..., Analytics, SAP BW, PeopleSoft, Program Management, Business Process..., Process Improvement, Vendor Management, Project Management, Software Documentation, Financial Analysis, Cross-functional Team..., Financial Reporting, Forecasting, Analysis, Management, Consolidation, Enterprise Software, Business Objects, Business Intelligence, Finance
Education
San Francisco State University 2002 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
San Jose State University 1993 — 1996
Bachelor's degree, Finance, General
College of San Mateo 1990 — 1993
Dan Dechant's Fisher Investments Experience June 2010 - January 2013
Job Director of Wealth Management Kansas City Region
Industry Financial Services
Experience
UBT Bank & Trust February 2015 - Present
Compass Wealth Advisers, Inc. February 2015 - Present
ONE Retirement, LLC May 2014 - October 2014
Fisher Investments June 2010 - January 2013
Morgan Stanley November 2001 - June 2010
Merrill Lynch January 1995 - November 2001
Skills
Leadership, Recruiting, Sales, Investments, Training, Finance, Series 65, Financial Advisory, Business Development, Public Speaking, Asset Management, Strategic Financial..., Strategic Planning, Risk Management, Financial Planning
Education
Emporia State University 1987 — 1993
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
UBT Bank & Trust February 2015 - Present
Compass Wealth Advisers, Inc. February 2015 - Present
ONE Retirement, LLC May 2014 - October 2014
Fisher Investments June 2010 - January 2013
Morgan Stanley November 2001 - June 2010
Merrill Lynch January 1995 - November 2001
Skills
Leadership, Recruiting, Sales, Investments, Training, Finance, Series 65, Financial Advisory, Business Development, Public Speaking, Asset Management, Strategic Financial..., Strategic Planning, Risk Management, Financial Planning
Education
Emporia State University 1987 — 1993
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Clive Thompson's Fisher Investments Experience June 2008 - December 2009
Job Assistant Director at AIG
Industry
Experience
AIG January 2015 - Present
Zurich North America February 2011 - January 2015
Fisher Investments June 2008 - December 2009
Skills
Microsoft Excel, Microsoft SQL Server, Big Data, Strategic Planning, Property & Casualty..., Technical Presentations, Actuarial Science, Risk Management, Microsoft Word, PowerPoint, Microsoft Office, Customer Service
Education
Columbia University in the City of New York 2010 — 2010
Master of Science (M.S.), Actuarial Science
Vanderbilt University 2004 — 2008
Bachelor of Engineering (B.E.), Chemical Engineering
AIG January 2015 - Present
Zurich North America February 2011 - January 2015
Fisher Investments June 2008 - December 2009
Skills
Microsoft Excel, Microsoft SQL Server, Big Data, Strategic Planning, Property & Casualty..., Technical Presentations, Actuarial Science, Risk Management, Microsoft Word, PowerPoint, Microsoft Office, Customer Service
Education
Columbia University in the City of New York 2010 — 2010
Master of Science (M.S.), Actuarial Science
Vanderbilt University 2004 — 2008
Bachelor of Engineering (B.E.), Chemical Engineering
Spencer May's Fisher Investments Experience March 2013 - Present
Job Investment Counselor at Fisher Investments
Industry Investment Management
Experience
Fisher Investments March 2013 - Present
Big Brothers Big Sisters Columbia Northwest February 2011 - February 2013
KeyBank January 2010 - February 2011
Wells Fargo Bank July 2001 - January 2010
Skills
Small Business Lending, Commercial Banking, Strategic Planning, Budgets, Leadership, Team Building, Banking, Customer Service, Community Outreach, Consumer Lending, Loans, Sales Management, Non-profit..., Non-profit Board..., Non-profit Leadership, Non-profit Volunteer, Non-profit Boards, Volunteer Management, Volunteer Recruiting, Fundraising, Finance, Financial Analysis, Non-profits, Public Speaking, Nonprofits, Strategy, Community Development, Philanthropy, Stewardship, Sales, Project Management, Business Development, Training, Marketing, Management, Program Development
Education
Washington State 2003 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Clark College 2000 — 2002
Associate of Arts (A.A.), Business Administration and Management, General
Fisher Investments March 2013 - Present
Big Brothers Big Sisters Columbia Northwest February 2011 - February 2013
KeyBank January 2010 - February 2011
Wells Fargo Bank July 2001 - January 2010
Skills
Small Business Lending, Commercial Banking, Strategic Planning, Budgets, Leadership, Team Building, Banking, Customer Service, Community Outreach, Consumer Lending, Loans, Sales Management, Non-profit..., Non-profit Board..., Non-profit Leadership, Non-profit Volunteer, Non-profit Boards, Volunteer Management, Volunteer Recruiting, Fundraising, Finance, Financial Analysis, Non-profits, Public Speaking, Nonprofits, Strategy, Community Development, Philanthropy, Stewardship, Sales, Project Management, Business Development, Training, Marketing, Management, Program Development
Education
Washington State 2003 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Clark College 2000 — 2002
Associate of Arts (A.A.), Business Administration and Management, General
Gerard LaMaita's Fisher Investments Experience 2008 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments 2008 - Present
Champion Manufacturing, Inc. 2002 - 2005
Pleasant Home Mortgage Company, Inc. 1993 - 2002
Bank of America 1988 - 1993
JPMorgan Chase 1983 - 1988
Education
Fairleigh Dickinson University
BS, Marketing
Fisher Investments 2008 - Present
Champion Manufacturing, Inc. 2002 - 2005
Pleasant Home Mortgage Company, Inc. 1993 - 2002
Bank of America 1988 - 1993
JPMorgan Chase 1983 - 1988
Education
Fairleigh Dickinson University
BS, Marketing
Bill Petitt's Fisher Investments Experience 2008 - Present
Job
Industry Security and Investigations
Experience
Fisher Investments 2008 - Present
Education
College of San Mateo
Admin of Justice
San Mateo Police Academy
Fisher Investments 2008 - Present
Education
College of San Mateo
Admin of Justice
San Mateo Police Academy
Jason Merritt's Fisher Investments Experience November 2013 - Present
Job UK Investment Counsellor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments November 2013 - Present
Fisher Investments February 2012 - November 2013
Fisher Investments October 2009 - February 2012
WaMu November 2006 - August 2008
Skills
Mutual Funds, Series 7, Equities, Fixed Income, Securities, Investments, Asset Managment, Portfolio Management, Bloomberg, Financial Analysis, Financial Services, Wealth Management, Microsoft Excel, Banking, Risk Management, Series 65
Education
Clark College
University of Washington
Fisher Investments November 2013 - Present
Fisher Investments February 2012 - November 2013
Fisher Investments October 2009 - February 2012
WaMu November 2006 - August 2008
Skills
Mutual Funds, Series 7, Equities, Fixed Income, Securities, Investments, Asset Managment, Portfolio Management, Bloomberg, Financial Analysis, Financial Services, Wealth Management, Microsoft Excel, Banking, Risk Management, Series 65
Education
Clark College
University of Washington
Rebecca Spaulding's Fisher Investments Experience April 2011 - Present
Job Client Development Associate
Industry Financial Services
Experience
Fisher Investments April 2011 - Present
CFP Company 2007 - 2010
TBE Group, Inc. 2004 - 2006
Pinellas County Planning Department 2003 - 2004
Skills
Microsoft Excel, Management
Education
Eckerd College 1999 — 2003
Bachelor's degree, Environmental Science
Fisher Investments April 2011 - Present
CFP Company 2007 - 2010
TBE Group, Inc. 2004 - 2006
Pinellas County Planning Department 2003 - 2004
Skills
Microsoft Excel, Management
Education
Eckerd College 1999 — 2003
Bachelor's degree, Environmental Science
Cameron Morrison's Fisher Investments Experience March 2003 - November 2003
Job Managing Director Agriculture Commodities at Quiet Light Securities LLC
Industry Capital Markets
Experience
Quiet Light Securities LLC February 2014 - Present
Infinium Capital Management August 2010 - December 2013
Cygnus Atratus, LLC November 2003 - March 2010
Fisher Investments March 2003 - November 2003
Rock Island Securities January 1998 - August 2002
Skills
Bloomberg, Commodity Markets, Commodity Pricing, Correlation Trading, Derivatives Trading, Electronic Trading, Equities, Equity Derivatives, Financial Risk, Financial Statements, Investment Strategies, Risk Analytics, Statistical Data..., Soft Commodities, Valuation, Volatility Arbitrage, Derivatives, Financial Markets, Hedging, Trading, Trading Strategies
Education
Loyola University Chicago 2008 — 2010
Master of Science (MS), Finance, Risk Management
DePaul University
Bachelor of Science (BS), Business Administration and Management, General
Quiet Light Securities LLC February 2014 - Present
Infinium Capital Management August 2010 - December 2013
Cygnus Atratus, LLC November 2003 - March 2010
Fisher Investments March 2003 - November 2003
Rock Island Securities January 1998 - August 2002
Skills
Bloomberg, Commodity Markets, Commodity Pricing, Correlation Trading, Derivatives Trading, Electronic Trading, Equities, Equity Derivatives, Financial Risk, Financial Statements, Investment Strategies, Risk Analytics, Statistical Data..., Soft Commodities, Valuation, Volatility Arbitrage, Derivatives, Financial Markets, Hedging, Trading, Trading Strategies
Education
Loyola University Chicago 2008 — 2010
Master of Science (MS), Finance, Risk Management
DePaul University
Bachelor of Science (BS), Business Administration and Management, General
Daniel Concannon's Fisher Investments Experience August 2010 - Present
Job VIce President Senior Relationship Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2010 - Present
Education
Dartmouth College 1996 — 2000
Bachelors, Government
Fisher Investments August 2010 - Present
Education
Dartmouth College 1996 — 2000
Bachelors, Government
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY