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
Happie September 2015 - Present
StubHub January 2015 - September 2015
StubHub July 2013 - January 2015
Fisher Investments February 2010 - July 2013
Fisher Investments 2007 - 2010
Fisher Investments 2003 - 2007
Skills
SEO, PPC, Link Building, ORM, Social Media, Online Reputation..., Advertising, Facebook, Google Adwords, Digital Marketing, Editing, SEM, Writing, App Store Optimization
Education
Gettysburg College 1998 — 2002
BA, Business
BlackRock December 2012 - Present
BlackRock December 2011 - December 2012
BlackRock July 2009 - December 2011
Fisher Investments February 2008 - July 2009
Fisher Investments September 2006 - February 2008
Skills
Capital Markets, Securities Lending, Portfolio Management, Trading Operations, Product Development, Relationship Management, Risk Management, Fixed Income, Analysis, Equities, Mutual Funds, Hedge Funds
Education
Gonzaga University 2002 — 2006
Bachelor, Business Administration; Economics & Finance
Akademie für Internationale Bildung 2004 — 2004
Economics
Horenstein Law Group PLLC May 2015 - Present
Oregon Volunteer Lawyers for the Arts (OVLA) 2012 - 2014
Fred Meyer June 2013 - August 2013
Oregon Public Broadcasting May 2012 - August 2012
Fisher Investments December 2010 - February 2011
NBCUniversal, Inc. September 2007 - January 2008
Skills
Microsoft Office, PowerPoint, WordPress, Research, Legal Writing, Editing, Westlaw, LexisNexis
Education
Lewis and Clark College 2011 — 2015
J.D., Law
University of California, Los Angeles 2004 — 2008
BA, Ethnomusicology & Political Science
Fisher Investments July 2000 - Present
Banc One Securities Corp 1997 - 2000
Skills
Equities, Portfolio Management, Investments, Asset Management, Investment Management, Business Development, Asset Managment, Financial Analysis, Management, Communication, Organization, Microsoft Excel
Education
Golden Gate University 1995 — 1997
Master of Science (MS), Finance and Financial Management Services
Wayland Baptist University 1992 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Fisher Investments August 2015 - Present
Fisher Investments July 2014 - August 2015
Associated Students at the University of Washington June 2013 - June 2014
Washington Undergraduate Law Review April 2012 - June 2014
Young Democrats of Washington February 2013 - March 2014
Democratic National Committee June 2013 - August 2013
Associated Students at the University of Washington June 2012 - June 2013
Young Democrats of Washington March 2012 - February 2013
Aerospace Industries Association June 2012 - August 2012
University of Washington Undergraduate Law Review September 2011 - May 2012
Skills
Capital Markets, Equities, Investments, Politics, Financial Planning, Public Relations, Policy Analysis, Research, Sales
Education
University of Washington Honors College 2009 — 2014
Bachelor of Arts (B.A.), Honors English and Political Science
Georgetown University
Business and Government Affairs
National Outdoor Leadership School
Fisher Investments August 2015 - Present
Fisher Investments January 2014 - Present
Center for Arizona Policy May 2012 - August 2012
Aston English Schools August 2011 - July 2012
Wake Forest University August 2010 - May 2011
Center for Arizona Policy June 2010 - August 2010
U.S. Department of State May 2009 - August 2009
Skills
Research, Spanish, French, Intercultural..., Mandarin, English, International Education, Microsoft Excel, PowerPoint, Microsoft Office, Tutoring, Teaching English as a..., Social Media, Policy Analysis, Political Science, Editing, TESOL, Arabic, Chinese, Microsoft Word, TEFL
Education
King's College London, U. of London 2012 — 2013
Master's degree, Intelligence and International Security
Wake Forest University 2007 — 2011
B.A., Political Science, French, Middle Eastern and South Asian Studies, 3.60
IES Rabat 2010 — 2010
Study Abroad, North African Politics and French
Fisher Investments March 2014 - Present
Fisher Investments August 2012 - March 2014
Ameriprise Financial Services, Inc. June 2011 - September 2011
City of Sherwood June 2008 - August 2010
Skills
Finance, Microsoft Office, Team Leadership, Time Management
Education
Linfield College 2008 — 2012
Bachelor of Science, Economics and Finance; accounting
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
Fisher Investments February 2008 - Present
National Services Group February 2003 - January 2008
CodeIt Computing, LLC January 2000 - January 2006
LASON International June 1998 - March 2000
Digital Imaging & Technologies January 1996 - May 1998
La Salle University January 1993 - January 1996
Instituto Tecnologico de Sonora 1987 - 1991
Skills
Web Applications, Programming, Open Source Software, Python, web2py, Django, Linux, Open Source, JavaScript, REST, Web Development, MySQL, Testing, Software Development, OOP, Windows, SQL, Web2py, Apache, OS X, Databases, Perl, XML, Java, jQuery, Web Services
Education
Instituto Tecnológico de Sonora 1987 — 1991
BS, Systems Engineering
Instituto la Salle A.C. 1972 — 1986
High School, Mathematics and Computer Science
Canfield Development July 2015 - Present
Robert E. Goldstein Real Estate Development Consulting November 2011 - Present
Oracle April 2010 - November 2011
Fisher Investments October 2006 - April 2010
Skills
Sales, Leadership, Real Estate Development, Real Estate Transactions, Financial Modeling, Real Estate Financing, Cold Calling, Sales Management, Negotiation, Financial Analysis, New Business Development, Commercial Real Estate, Selling, Finance, Lead Generation, Team Building, Training, Management, Direct Sales
Education
USC Marshall School of Business 2013 — 2015
Master's Degree, Master of Business Administration (MBA)
University of Southern California, Sol Price School of Public Policy 2014 — 2015
Master's Degree, Master of Real Estate Development (MRED)
Indiana University Bloomington 2002 — 2006
B.S., Business Management and Entrepreneurship
Fisher Investments January 2015 - Present
Gavilon Group, LLC May 2014 - August 2014
Bank Iowa May 2013 - August 2013
Geneva Glen Camp June 2009 - August 2012
Education
University of Iowa 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
CIMBA Undergraduate Program 2013 — 2013
Management
Illinois Wesleyan University 2010 — 2012
Fisher Investments January 2015 - Present
Prepare Portland December 2006 - Present
Fisher Investments November 2012 - January 2015
Harmony Montessori School September 2012 - December 2014
Fisher Investments June 2010 - November 2012
Fisher Investments March 2008 - June 2010
Fisher Investments June 2007 - March 2008
Bluetech, LLC 2006 - 2007
Brereton Architects 2005 - 2006
Skills
Team Leadership, Project Management, Public Speaking, Budgets, Microsoft Excel, Data Analysis, Management, Product Management, Motivation, Leadership, Asset Management, Investments, Leadership Development, Training, Trading Operations, Self Defense
Education
Harvard University 2000 — 2004
AB, Government
Berkeley High School 1996 — 2000
Fisher Investments April 2015 - Present
Schneider National June 2014 - Present
Skills
Financial Analysis, Financial Modeling, Sales, Forecasting, Microsoft Excel, Finance, Customer Service, Negotiation, Leadership, Brokerage, Logistics, Access
Education
Indiana University Bloomington 2011 — 2015
Finance and Financial Management Services
Nike January 2015 - Present
Nike January 2013 - January 2015
Fisher Investments June 2008 - March 2010
Morgan Stanley March 2006 - March 2008
JPMorgan Chase 2004 - 2006
Skills
Data Analysis, Statistics, Statistical Modeling, Data Visualization, T-SQL, Tableau, R, Natural Language..., Project Management, Microsoft Excel, Data Modeling, Analysis
Education
Lewis and Clark College 2010 — 2011
Master of Arts (MA), Secondary Education and Teaching
Le Moyne College 2000 — 2004
Bachelor of Science (B.S.), Economics
Predictive Analytics World Conference
Predictive Analytics World Conference
Fisher Investments December 2014 - Present
Education
Indiana University - Kelley School of Business 2005 — 2007
MBA
Purdue University 1995 — 1999
B.S.
Munster High School
Fisher Investments April 2014 - Present
Gold & Silver, Inc. November 2011 - April 2014
WTS Proprietary Trading Group, LLC March 2011 - November 2011
Martin Investment Management, LLC September 2009 - January 2010
Aerospace Industries Association January 2009 - May 2009
Goldman Sachs June 2008 - September 2008
Skills
Portfolio Management, Spanish, Market Research, Electronic Trading, Microsoft Excel, Trading Systems, Risk Management, Economics, Trading, PowerPoint, Event Management, Microsoft Office, Equities, Investments, Education, Silver, Strategic Planning, Sales, Finance, Alternative Investments, Investment Management, Financial Analysis, Marketing, Investment Strategies, Commodity, Account Management, Lead Generation, Public Policy, Excel, Marketing Research
Education
Northwestern University 2006 — 2010
Bachelors, Political Science
Georgetown University 2009 — 2009
Political Science, Public Policy
Sciences Po Paris 2008 — 2009
Political Science, European Studies
Universidad Panamericana 2007 — 2007
Political Science, Economics
Loyola High School 2002 — 2006
High School
Imerys Filtration June 2013 - Present
Move, Inc.(www.realtor.com) September 2012 - May 2013
Fisher Investments January 2011 - September 2012
Fisher Investments February 2008 - December 2010
Nielsen Online January 2007 - December 2007
U.S.Navy December 1999 - May 2005
Skills
Data Warehousing, Business Analysis, ETL, Business Intelligence, Databases, Data Modeling, Data Analysis, Analytics, Cognos, SSRS, Analysis, PL/SQL, Microsoft SQL Server, Business Modeling, SDLC, Financial Modeling, SSIS, OLAP, Statistics, Analysis Services, Requirements Gathering, SSAS, MicroStrategy Reporting, VBA, Data Integration, SQL Server, Advanced SQL, Excel, Oracle, T-SQL, Dashboard, Data Warehouse..., Testing, Microsoft Excel, T SQL, Corporate Finance, Visio, R, Statistical Modeling, SQL, Requirements Analysis, Data Mining, Data Migration, Predictive Analytics, Systems Analysis, Business Process, Management, Business Requirements
Education
Golden Gate University 2008 — 2010
Master Finance, Corporate Financial Management, 3.27
Golden Gate University 2003 — 2008
B S BUSINESS, Information Technology and Operations Management, 3.37
Churchill Management Group August 2015 - Present
TIAA-CREF 2012 - 2015
ADP 2010 - 2012
Fisher Investments 2008 - 2010
Fidelity Investments May 2007 - August 2008
Fidelity Investments October 2006 - May 2007
Fidelity Investments January 2006 - October 2006
Fidelity Investments May 2005 - January 2006
Fidelity Investments September 2004 - May 2005
Skills
Wealth Management, Financial Services, Mutual Funds, Relationship Management, Financial Analysis, Finance, Strategy, Series 7, Investments, Customer Retention, CRM, Portfolio Management, Strategic Financial..., Retirement, Wholesale, Series 63, Financial Planning
Education
Indiana University - Kelley School of Business 2014 — 2017
MBA & MS
Metropolitan State College of Denver 2006 — 2008
Financial Planning
University of Colorado at Boulder 1994 — 1999
Bachelor of Science
Wells Fargo July 2014 - Present
Commonwealth Capital Securities July 2008 - May 2009
Wachovia Securities June 2007 - July 2008
Fisher Investments March 2005 - September 2005
AmSouth Investment Services March 2002 - March 2005
Skills
Series 7, Mutual Funds, CRM, Business Development, Investments, Financial Services, Finance, Equities, Fixed Income, Leadership, Sales, Management, Marketing, Trading, Options, Small Business, Customer Retention, Coaching, Fixed Annuities, Banking
Education
Florida State University
Bachelors of science, International Marketing
Fisher Investments August 2012 - Present
Fisher Investments 2011 - August 2012
Expeditors International May 2010 - August 2010
Skills
Portfolio Management, Investments, Microsoft Excel, Microsoft Office, Access, SharePoint, Outlook, Sales, PowerPoint, Finance, Visio, Customer Service, Microsoft SQL Server, Leadership, Bloomberg Terminal, Morningstar Office, Adobe Illustrator, Social Media
Education
Washington State University 2007 — 2011
B.A., Management Information Systems
Highline Community College 2007 — 2008
Morgan Stanley March 2014 - Present
Fisher Investments January 2012 - February 2013
Fisher Investments August 2010 - December 2011
Student Academic Affairs Board August 2008 - May 2010
Skills
Public Speaking, Editing, Research, French, Management, Leadership, Data Analysis
Education
Georgetown University 2014 — 2016
Master's Degree, Security Policy Studies
University of St. Andrews 2015 — 2015
Study Abroad, Security Policy Studies
Lewis and Clark College 2006 — 2010
Bachelor's Degree, History
Elements Financial Federal Credit Union October 2005 - Present
Natcity Investments Inc March 2003 - October 2005
Fisher Investments June 2001 - March 2003
Banc One Securities Corporation April 1998 - June 2001
Smith Barney, Inc. December 1993 - April 1998
Skills
Investments, Strategic Financial..., Wealth Management, Insurance, Securities, Portfolio Management, Investment Management
Education
Indiana State University - Scott College of Business 1973 — 1977
B.S., Marketing
PwC August 2015 - Present
Fisher Investments January 2014 - July 2015
Fisher Investments February 2013 - January 2014
American Nuclear Society August 2008 - May 2013
Sylvatex June 2012 - January 2013
UC Berkeley October 2011 - June 2012
Pebble‐Bed Advanced High Temperature Reactor August 2011 - April 2012
Advanced Nuclear Summer School June 2011 - July 2011
Imperial Finance Society October 2010 - June 2011
Berkeley Energy and Resources Collaborative February 2011 - March 2011
Skills
Nuclear Engineering, Asset Allocation, Portfolio Management, Matlab, Research, Numerical Analysis, Teaching, Signal Processing, MCNP, Radiation Detectors, Bloomberg Terminal, Morningstar Direct, Morningstar Office, Investment Portfolios, Factset, Nuclear, Energy, Data Analysis, Analysis, Microsoft Excel, PowerPoint, Project Management, Public Speaking, Leadership, Microsoft Office, Financial Analysis
Education
University of California 2008 — 2012
Bachelors of Science, Nuclear Engineering
University of California, Berkeley 2008 — 2012
BSc, Nuclear Engineering
Imperial College London 2010 — 2011
Study Abroad, Chemical Engineering
Fisher Investments June 2013 - Present
Asset Campus Housing February 2010 - May 2013
Skills
Microsoft Excel, Microsoft Office, OneSite, Electronic Payments, Customer Service, Marketing Strategy, Lease Documentation, Sales Operations, Microsoft Access, Customer Interaction, Time Management, Outlook, Microsoft Word, PowerPoint, Teamwork, Database Design, SQL
Education
Florida State University - College of Business 2009 — 2013
Bachelor's degree, Accounting
Fisher Investments September 2013 - Present
Merrill Lynch November 2009 - September 2013
UBS Wealth Management January 2010 - December 2010
Burke Capital Group, a division of Morgan Keegan & Co. 2008 - 2009
MEDIASOLUTIONS 2007 - 2007
Creech Construction Company 2005 - 2005
Skills
Investments, Financial Modeling, Asset Allocation, Wealth Management, Alternative Investments, Equities, Investment Strategies, Series 7, Financial Services, Investment Management, Portfolio Management, Spanish, Investment Advisory
Education
Georgia State University 2006 — 2008
BBA, Finance
Florida State University
BBA
Holy Innocents'
Fisher Investments October 2012 - Present
The Art of Riley March 2010 - Present
Zones Inc. September 2008 - March 2009
The Nautilus Group September 2004 - September 2005
Self employed, Promoter June 1995 - April 2002
Skills
Direct Sales, Sales, Account Management, Sales Management, Customer Service, Advertising, New Business Development, Strategic Planning, Public Speaking, Team Building, Business Development, Cold Calling, Sales Process, Negotiation, Team Leadership, Marketing
Education
Justus Liebig University Giessen 1996 — 2001
BA, English, Spanish and Business
City of Vancouver, Washington 2014 - Present
Bonneville Power Administration 2014 - 2014
Integra Telecom April 2012 - March 2013
Fisher Investments 2006 - April 2012
AT&T 2003 - 2006
Nortel Networks 2000 - 2002
Nortel Networks 1999 - 2000
Nortel Networks 1997 - 1999
Skills
Project Management, Project Planning, Quality Assurance, Quality Management, Risk Assessment, Team Leadership, Leadership Development, Technical Support, Troubleshooting, Problem Solving, Problem Analysis, Resourceful..., Resource Allocation, Customer Serivce, Customer Support, Customer Needs Analysis, Articulate Communicator, Virtual Team Management, Water Fall Methodologies, Agile Methodologies, RUP Methodologies, Business Analysis, Telecommunications, Analysis, Strategy, Outsourcing, Management, Risk Management, SharePoint, Integration, Testing, Visio
Education
Golden Gate University 1995 — 1997
Master of Science, Telecommunications Management
Golden Gate University 1991 — 1995
Bachelor of Science, Business Administration
Fisher Investments June 2015 - Present
Team Beachbody April 2013 - Present
Fisher Investments September 2013 - June 2015
Fisher Investments February 2013 - September 2013
Bayshore Ambulance February 2012 - February 2013
Fisher Investments November 2010 - February 2013
Fisher Investments July 2007 - November 2010
Skills
Recruiting, Customer Service, Microsoft Office, Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Time Management, Marketing, Public Speaking, Fitness Instruction, Coaching, Dance, Weight Loss Coaching, Fitness Training, Life Coaching, Nutrition, Team Building, Team Leadership, CIZE, PIYO, CrossFit, Presentation Skills, Social Media Marketing, Event Planning, Entrepreneurship, Facebook, Fitness, Project Management, Social Media, Training, Teamwork, Agency Relationship..., YouTube, Blogger, Social Media Blogging, Custom Facebook Pages, Facebook Fan Page..., Facebook Marketing, Instagram, Twitter, Social Networking, Social Entrepreneurship, Training & Development, Personal Development, Fitness Consulting, Hip-Hop Dance, Dance Instruction, Career Development, Sales
Education
Foothill College 2014 — 2016
Associate's Degree, Kinesiology and Exercise Science
Foothill College 2006 — 2010
Certificate, Emergency Medical Technology/Technician (EMT Paramedic)
Sequoia High School 2001 — 2005
Diploma
Fisher Investments September 2013 - Present
Fisher Investments June 2013 - September 2013
Fisher Investments September 2012 - June 2013
Zeta Tau Alpha July 2011 - May 2012
Neuberger Berman June 2010 - July 2010
Skills
Leadership Development, Event Planning, Training, Social Media, Leadership, Marketing Communications, Recruiting, Social Media Marketing, Advertising
Education
Georgia College and State University 2007 — 2011
BBA, Marketing
Fisher Investments February 2011 - Present
Skills
PowerPoint, Microsoft Excel, Excel, Client Service, Telephone Skills
Education
Gonzaga University 2006 — 2010
Bacholor of Business Administration, Finance, International Business
Gonzaga University - School of Business Administration 2006 — 2010
Business Administration, Finance, International Business
Fisher Investments May 2015 - Present
Office of Business and Finance, Lewis & Clark College June 2014 - May 2015
U.S. PIRG June 2014 - August 2014
City of Dublin, YMCA January 2014 - April 2014
Leave It Better May 2013 - August 2013
Center for Career and Community engagement, Lewis & Clark College January 2013 - May 2013
Skills
PowerPoint, Public Speaking, Research, Economics, Writing, Customer Service, Microsoft Excel, Microsoft Word, Fundraising, Blogging, Higher Education, Economic Research, Management, Community Engagement, Political Science, Public Policy, Social Media, Marketing
Education
Lewis and Clark College 2011 — 2015
Bachelor's degree, Economics Major, Political Science Minor
The Mary Louis Academy 2007 — 2011
Advanced Regents Diploma
JP Morgan Securities Affiliate Chase Investments December 2014 - May 2015
Fisher Investments June 2013 - November 2014
Legg Mason Investment Counsel October 2007 - January 2013
Smith Barney October 2006 - September 2007
BlackRock Financial Management July 2003 - September 2006
Skills
Institutional Business..., Retirement Planning, Portfolio Management, Wealth Management, Investments, Asset Management, Series 7, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Finance, Financial Analysis, Series 66
Education
Hampden-Sydney College 1970 — 1974
Economics
Fisher Investments 2006 - Present
Morgan Stanley Wealth Management 1999 - 2005
Education
Georgia State University - J. Mack Robinson College of Business 1980 — 1984
Bachelor of Business Administration (BBA), Finance, General
Fisher Investments June 2014 - Present
Fisher Investments June 2008 - Present
Scottrade March 2004 - June 2008
E*TRADE Financial October 1999 - October 2002
Skills
Asset Management, Investments, Investment Strategies, Series 7, Investment Advisory, Asset Allocation, Portfolio Management, Equities, Mutual Funds, Wealth Management, Series 63, Retirement Planning, Alternative Investments, Uniform Combined State..., Financial Services, Strategic Financial..., Relationship Management, Series 65, ETFs, Bloomberg, Trading, Financial Analysis, Financial Markets, Derivatives, Options, Finance, Bonds, High Net Worth..., Series 24, Economics, Capital Markets, Insurance, Banking, 401k, Wealth Management..., Equity Research, FINRA, Life Insurance, Valuation, Hedge Funds, Mortgage Lending, Bloomberg Terminal, Equity Trading, Wealth, Series 6, Financial Planning
Education
Mercer University - Stetson School of Business and Economics 1997 — 2000
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Florida State University - College of Business 1992 — 1997
Bachelor of Science (BS), Marketing
NetLine Corporation June 2015 - Present
Fisher Investments June 2014 - June 2015
Fisher Investments February 2014 - June 2014
Patxi's Pizza October 2013 - May 2014
Pasta Pomodoro, Inc. March 2010 - October 2013
Costco Wholesale October 2009 - December 2009
Education
San Francisco State University 2012 — 2014
Bachelor of Arts (B.A.), Communication, General, Alumni
Foothill College 2009 — 2012
Associate of Arts (AA), Communication, General
CSC - Computer Sciences Corporation June 2015 - Present
Avisae January 2015 - Present
Fisher Investments March 2013 - January 2015
Fidelity Investments October 2006 - March 2013
Vanguard January 2004 - October 2006
Skills
Relationship Management, Project Management, Analytical Skills, Organizational..., Collaborative Problem..., Time Management, Customer Service, Asset Allocation, Investment Strategies, Investments, Finance, Fixed Income, Retirement Planning, Securities, Financial Services, Mutual Funds, Series 7, Series 63, Series 6, Business Analysis
Education
Keller Graduate School of Management of DeVry University
MBA, Project Management
University of Utah 2000 — 2003
BS, Psychology
USbancorp Fund Services LLC August 2013 - Present
U.S. Bank December 2012 - Present
Zacks Investment Management May 2011 - December 2012
Marco Polo Network October 2009 - May 2011
Claymore Securities (now Guggenheim Funds Distributors) May 2005 - October 2008
Fisher Investments March 2007 - May 2007
Janestreet Capital, LLC August 2003 - October 2005
self-employed February 1993 - June 2003
Skills
Equities, ETFs, Trading, Derivatives, Emerging Markets, Series 63, Technical Analysis, Proprietary Trading, Electronic Trading, Asset Management, Financial Markets, Investment Strategies, Asset Allocation, Series 7, Unit Investment Trusts, Futures, Operations Management, New Business Development, Asset Managment, Investment Management, Bonds, Options, Mutual Funds, Financial Services, Securities, Hedge Funds, FINRA, Bloomberg, Fixed Income, Trading Systems, Portfolio Management, Financial Advisory, Series 24, Capital Markets, Wealth Management
Education
Illinois State University 1985 — 1989
BA
Fisher Investments August 2015 - Present
Fisher Investments October 2013 - August 2015
Fisher Investments June 2012 - October 2013
Northwestern Mutual November 2011 - June 2012
Northwestern Mutual May 2011 - October 2011
Gonzaga University September 2008 - May 2011
Education
Gonzaga University - School of Business Administration 2007 — 2011
Bachelor of Business Administration, Finance and International Business
St. Mary's Academy 2003 — 2007
High School Diploma, General Studies
Fisher Investments June 2015 - Present
Fisher Investments November 2012 - June 2015
Skills
Equities, Financial Modeling, Investments, Capital Markets, Valuation, Bloomberg, Portfolio Management, Financial Analysis, Fixed Income, Securities, Asset Management, Equity Research
Education
Foothill College 2011 — 2013
Economics
Fisher Investments December 2014 - Present
Fisher Investments August 2013 - December 2014
ALPHA KAPPA PSI, The Professional Business Fraternity August 2012 - May 2013
Florida State University College of Business June 2009 - May 2013
JTG-Daugherty Racing June 2012 - August 2012
FSU BOOKSTORE December 2011 - January 2012
Skills
Time Management, Customer Service, Research, PowerPoint, Microsoft Excel, Budgets, Leadership, Accounting, Finance, Microsoft Office, Microsoft Word, Public Speaking, Social Networking, Social Media, Facebook, Teamwork, QuickBooks
Education
Florida State University 2009 — 2013
Bachelor of Science, Finance and Management
Florida State University - College of Business 2009 — 2013
Finance and Management, Finance, General
Fisher Investments February 2015 - Present
Bare Escentuals December 2013 - February 2015
Bare Escentuals April 2012 - December 2013
L'Oréal July 2010 - September 2011
L'Oreal September 2009 - July 2010
L'Oréal August 2008 - September 2009
Education
Goldsmiths College, U. of London 2005 — 2008
Fisher Investments May 2015 - Present
Fisher Investments June 2013 - May 2015
Hart Capital Management, Inc. January 2013 - June 2013
Bulldog Investment Group August 2012 - January 2013
Northwestern Mutual Financial Network January 2012 - June 2012
StudentPainters.Net January 2011 - August 2011
Skills
Higher Education, Cash Flow Reporting, Financial Reporting, Project Valuation, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Statistics, Data Analysis, Recruiting, Economics
Education
Gonzaga University 2009 — 2013
Bachelor’s Degree, Finance
Fisher Investments February 2015 - Present
Fisher Investments January 2013 - February 2015
Linfield College August 2009 - June 2011
Canine Assistants February 2011 - May 2011
Oregon Mutual Insurance June 2010 - September 2010
Education
Linfield College 2008 — 2012
Bachelor of Arts (B.A.), International Business
La Salle Catholic College Preparatory 2004 — 2008
High School Diploma
Fisher Investments January 2015 - Present
Fisher Investments September 2013 - January 2015
Fisher Investments March 2013 - September 2013
St. Ignatius Parish School September 2012 - December 2012
Nordstrom December 2011 - August 2012
Nordstrom May 2011 - December 2011
Skills
Customer Service
Education
Gonzaga University 2005 — 2009
Bachelor of Arts (B.A.), Sociology and Elementary Education
Clutch April 2015 - Present
Clutch March 2014 - Present
Fisher Investments September 2013 - March 2014
Aviva Life Insurance Company May 2012 - August 2012
Store4Summer April 2012 - May 2012
FairWinds Partners LLC March 2011 - July 2011
Lampson International LLC June 2010 - August 2010
Skills
Strategy, Due Diligence, Community Outreach, Business Analysis, Business Strategy, Strategic Planning, Finance, Spanish, Sharks, Asset Management, Series 6, Primary Research, Strategic Financial..., Financial Services, Foreign Languages, French, Brazilian Portuguese, International Business, Market Research, World History, Pacific Islands, Social Media, International Relations, Public Speaking
Education
Georgetown University 2009 — 2013
Bachelor of Arts (B.A.), Spanish Language and Literature, Business
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2011 — 2012
Religion/Religious Studies
Universidad de Buenos Aires / UBA 2011 — 2012
Economics
Hanford High School 2005 — 2009
Fisher Investments June 2015 - Present
Hillsdale College January 2015 - May 2015
Delta Tau Delta Fraternity August 2014 - December 2014
Lambert Vet Supply June 2014 - August 2014
Delta Tau Delta Fraternity January 2013 - December 2013
NATS Detasseling Company 2011 - 2013
Education
Hillsdale College 2011 — 2015
Bachelor of Arts (BA), Economics
Hillsdale College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Vestorly 2012 - Present
AdvisorLeap, Inc. 2010 - 2012
SNL Financial 2009 - 2010
Fisher Investments 2007 - 2009
The Southwestern Company May 2005 - August 2006
Skills
Digital Marketing, Monetization, Client Acquisition, Marketing, Online Advertising, Strategic Financial..., Market Research, Product Management, Series 65, Digital Strategy, Asset Managment, Customer Acquisition, Entrepreneurship, Start-ups, Financial Services, Asset Management, Strategic Partnerships, Business Development, SEM, Lead Generation, Analytics, Management, Online Marketing, Strategy
Education
Hampden-Sydney College
Innovative Dental Technologies, Inc. February 2015 - July 2015
Auckland Council November 2014 - February 2015
Auckland Council August 2014 - November 2014
Fisher Investments May 2012 - August 2013
Fisher Investments January 2011 - May 2012
Keene State College 2009 - 2010
Keene State College 2008 - 2010
Passion Parties 2008 - 2010
Keene State College 2007 - 2010
Pizzeria Uno Chicago Bar Grill 2007 - 2009
Skills
Relationship Building, Customer Satisfaction, Leadership, Leading..., Driving Results, Customer Service, Public Speaking, Change Management, Project Management, Collaborative Problem..., Process Improvement, Internal & External..., Risk Management, Project Planning, Public Relations, Business Relationship..., Internal & External..., Team Leadership, Research, Positive Employee..., Management, Interpersonal..., Time Management, Financial Services, Collaborative Leadership, Data Analysis, Analysis, Communication, Internal Communications, SAP, SharePoint, Microsoft Excel, Microsoft Project, Microsoft Word, Priority Management, PowerPoint, Energetic Leader, Training, CRM, Microsoft Office, Critical Thinking, Sales, Relationship Management, Stakeholder Management, Stakeholder Analysis, RoboHelp
Education
Keene State College 2006 — 2010
Bachelor's Degree, English Language and Literature, General, 3.86 GPA: Magna Cum Laude
Pinterest January 2015 - Present
Twitter April 2014 - December 2014
Twitter March 2013 - April 2014
Twitter August 2012 - March 2013
YMCA of San Francisco January 2011 - January 2013
Twitter November 2011 - August 2012
Twitter April 2011 - November 2011
Twitter February 2011 - July 2011
Zecco September 2010 - February 2011
Fisher Investments August 2008 - September 2010
Skills
Social Media, Research, Access, Salesforce.com, Social Media Marketing, Microsoft Office, Online Advertising, Social Networking, Facebook, Marketing, Spanish, Data Analysis, Microsoft Excel, PowerPoint, Marketing Strategy, Start-ups, Event Planning, Market Research, Online Marketing, Sales Operations, Sales, Management, Business Development, Advertising, Digital Marketing, Digital Media, Analytics
Education
IE Business School
International MBA Candidate
Universidad de Alcalá
Spanish Language and Literature
University of California, Santa Barbara
Bachelor of Arts (BA), Communication, Spanish Language and Literature
Collette April 2011 - Present
Fisher Investments April 2010 - April 2011
Enterprise Rent-A-Car June 2007 - April 2010
Skills
Management, Sales, Leadership, Training, Communication, Public Speaking, Sales Management, Customer Satisfaction, Advertising, Customer Service, Marketing, Cold Calling
Education
Lewis and Clark College 2003 — 2007
Bachelor's degree, Communication, General
Lewis and Clark College 2003 — 2007
Bachelor's degree, Communication, General
Fisher Investments October 2014 - Present
GAIN Capital March 2014 - September 2014
GAIN Capital February 2010 - September 2014
Education
Hope College 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
JAT Capital February 2012 - Present
Ascend Global Investments, LLC September 2010 - July 2011
Fisher Investments December 2008 - January 2009
Skills
Financial Modeling, Valuation, Equities, Financial Analysis, Hedge Funds, Investments, Bloomberg, Finance, Equity Research, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
B.S., Finance
Foothill College 2007 — 2009
Airbnb April 2015 - Present
Fisher Investments May 2014 - April 2015
Sodexo September 2011 - May 2014
Women and Children's Free Restaurant and Community Kitchen September 2013 - December 2013
Nordstrom June 2012 - September 2012
Walla Walla Country Club May 2009 - August 2011
By Arrangement November 2007 - January 2011
Skills
Time Management, Social Networking, Public Relations, Social Media Marketing, Blogging, Organization &..., Team Leadership, Proposal Writing, Customer-focused Service, Retail, Creative Problem Solving, Process Efficiency, Facebook
Education
Gonzaga University 2010 — 2014
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
Voya Investment Management May 2014 - Present
ING Investment Management November 2004 - April 2014
Fisher Investments 2002 - 2003
Rochdale Investment Management 1996 - 2002
JPMorgan Chase 1994 - 1996
Deutsche Bank 1988 - 1994
Skills
Investments, Investment Management, Portfolio Management, Equities, Asset Allocation, Mutual Funds, Fixed Income, Alternative Investments, Series 63, Investment Banking, Bloomberg, Asset Management, Hedge Funds, Securities, Bonds, Equity Research, Investment Strategies, Trading
Education
Fordham Gabelli School of Business 1990 — 1995
MBA, Finance
Union College 1984 — 1988
BA, Economics
Amazon May 2015 - Present
Apple March 2014 - May 2015
Amazon December 2012 - March 2014
Amazon September 2011 - December 2012
Continental Mills March 2011 - September 2011
Titan Truck Equipment February 2010 - July 2010
Randl, Inc January 2010 - May 2010
Fisher Investments 2007 - 2009
Skills
Logility, Excel, SQL, Information..., Excel Visual Basic for..., Databases, Data Analysis, Negotiation, Access, Inventory Management, Inventory Control, Inventory Analysis, Forecasting, Buy-side, Strategic Planning, Project Planning, Business Planning, S&OP implementation, Training, MySQL, Oracle SQL, Supply Chain Management, Supply Chain Operations, Logistics, Demand Planning, Demand Forecasting, Visual Basic, Microsoft Excel, Metrics, Performance Metrics, Metrics Reporting, Metric Development, Analytics, Process Improvement, Analysis, Strategy, Management, Leadership, Purchasing
Education
Gonzaga University - School of Business Administration 2009 — 2011
MBA, Supply Chain Management
Portland State University - School of Business 2005 — 2007
Bachelors, Finance
Fisher Investments November 2014 - Present
Kawasaki Motors Corp., U.S.A. February 2013 - October 2014
Disney Interactive December 2012 - January 2013
Performics, Zenith Optimedia, Vivaki - Publicis Groupe September 2010 - April 2012
Golden Market May 2007 - August 2010
Pierre Fabre June 2005 - April 2007
Dorel Hispania January 2001 - June 2002
Education
ESG Paris 2010 — 2011
MBA E-Business
Institut d'Administration des Entreprises 2002 — 2005
Master
Fisher Investments 2015 - Present
Lefkoff, Duncan, Grimes, McSwain & Hass, P.C. December 2012 - May 2015
Lefkoff, Duncan, Grimes, McSwain & Hass, P.C. August 2012 - May 2015
Hudgens Center for the Arts June 2012 - August 2012
Lockerly Arboretum and Foundation, Inc. August 2011 - December 2011
Skills
Recruiting, Event Management, Leadership, Microsoft Office, Fundraising, Management, Social Media, Training, Customer Service, Budgets, Access, Event Planning, PowerPoint, Public Speaking, Microsoft Excel, Social Networking, Microsoft Word
Education
Georgia College and State University 2007 — 2011
Bachelor of Arts (B.A.), History Concentration in Public History French Minor
John Hancock Investments June 2015 - Present
Fisher Investments January 2015 - June 2015
Fisher Investments June 2013 - January 2015
Boys Town North Florida February 2013 - May 2013
Ronald McDonald House Charities of Tallahassee August 2012 - May 2013
Florida State University September 2012 - December 2012
Ameriprise Financial Services, Inc. June 2012 - August 2012
The Guardian Life Insurance Company of America June 2011 - December 2011
Mega Ace Photography February 2011 - May 2011
Skills
Finance, Investments, Financial Services, Microsoft Excel
Education
Florida State University 2010 — 2013
Bachelor of Science (B.S.), Finance & Marketing
AbbVie January 2015 - Present
Baxter International Inc. July 2014 - January 2015
Abbott Laboratories March 2012 - July 2014
Abbott Laboratories December 2011 - March 2012
Abbott Nutrition International August 2011 - November 2011
Abbott Laboratories March 2010 - August 2011
Abbott Laboratories October 2006 - March 2010
Countrywide Bank August 2005 - October 2006
Fisher Investments May 2005 - August 2005
Skills
Forecasting, Financial Modeling, Finance, Management, Financial Reporting, Analysis, Auditing, Financial Analysis, Strategic Financial..., Financial Planning, SAP, Variance Analysis, Budgets, Microsoft Excel, Accounting, Capital Budgeting, Essbase, Hyperion HFM, Cost Accounting, Corporate Finance, Pharmaceutical Industry, Operating Budgets, Managing Project Budgets, Microsoft Office, Market Access, Pricing Strategy, Specialty Pharmaceutical, Global Marketing, Salesforce.com, Model N
Education
Lake Forest Graduate School of Management 2012 — 2015
Master of Business Administration (MBA), Global Business
Michigan State University 2002 — 2004
Finance
University of Michigan 1999 — 2002
College of Engineering
Fisher Investments August 2013 - Present
Geary LSF May 2013 - July 2013
Booyah Online Advertising April 2012 - April 2013
Booyah Online Advertising April 2007 - March 2012
Clear Channel Radio - WJJZ 106.1 January 2005 - June 2006
Skills
PPC, Online Advertising, Web Analytics, SEO, Social Media, Display Advertising, DoubleClick, Omniture, Media Planning, Mobile Marketing, Digital Marketing, Digital Strategy, SEM, Digital Media, Marin Software, Paid Search Strategy, Interactive Marketing, Brand Awareness, Performance Based..., Campaign Management, Team Management, Team Building, Agency Development
Education
La Salle University
BSBA, Management Information Systems
Le Cordon Bleu
Financial Partners Group April 2012 - Present
Fisher Investments October 2011 - February 2012
Fisher Investments October 2011 - February 2012
Skills
Asset Allocation, Investment Strategies, Investment Advisory, Wealth Management, Series 7, Investment Management, Series 63, Alternative Investments, Equities, Investments, Fixed Income, Mutual Funds, Wealth Management..., Retirement Planning, Wealth, Financial Services, Portfolio Management, Asset Management, Retirement, Securities, Financial Planning, Financial Advisory, Wealth Accumulation, 401k
Education
Fort Hays State University 1999 — 2003
B.S, Finance/estate planning
Lewis High School 1993 — 1997
HS Diploma, General Education
Enertel Solutions January 2012 - Present
WaterOak Advisors September 2013 - February 2015
Mercer Advisors February 2013 - August 2013
Fisher Investments November 2006 - February 2011
The Kimberton Group 2001 - 2006
Skills
Business Development, Insurance, Asset Management, Portfolio Management, Strategic Financial..., Venture Capital, Investments, Mergers & Acquisitions, Fixed Annuities, Investment Advisory, Wealth Management, Investment Management, Retirement Planning, Investment Strategies, Asset Allocation
Education
Gettysburg College 1993 — 1997
BA, Business
Malvern Prep
Malvern Prep
Fisher Investments March 2015 - Present
Cognosante October 2014 - February 2015
Facts and Measures, LLC June 2013 - September 2014
Skills
Cloud Computing, Pre-sales, SaaS, Solution Selling, Team Leadership, Data Center, Enterprise Software, Strategic Partnerships, Sales Enablement, Sales Process
Education
Georgetown University 2009 — 2013
Bachelor of Arts (BA), Government
Fisher Investments July 2014 - Present
The Career Center at the University of Michigan August 2013 - April 2014
National Collegiate Club Golf Association January 2013 - December 2013
Consumers Energy May 2013 - August 2013
Country Club of Jackson August 2008 - May 2013
Skills
Economics, Microsoft Excel, Entrepreneurship, Research, Event Planning, Event Management, Customer Service, Social Media Marketing, VBA, SharePoint, Golf Management, Stata, Statistics
Education
University of Michigan 2011 — 2014
Bachelor of Science (B.S.)
Grand Valley State University 2010 — 2011
Intuit August 2014 - Present
Intuit December 2012 - August 2014
Fisher Investments May 2011 - December 2012
Fisher Investments February 2011 - May 2011
Bay Area Bisque/Fireworks Ceramics January 2003 - February 2011
Skills
Consultative Selling, Account Management, Sales, Lead Generation, Cold Calling, Direct Sales, Customer Service, Sales Management, Solution Selling, Microsoft Office, Business Development, New Business Development, Sales Process, PowerPoint, Team Leadership, CRM, B2B, Customer Retention, Customer Satisfaction, Customer Acquisition, Sales Presentations, Qualifying Prospects, Online Marketing, Marketing, Email Marketing, Building Relationships, Social Networking, Market Research, Selling
Education
San Jose State University 2006 — 2009
B.S. Business Administration, Finance Concentration
Foothill College 2002 — 2004
A.A, Music Technology
Fisher Investments March 2013 - April 2015
World Food Travel Association September 2012 - February 2013
JobGroup April 2012 - January 2013
Food Alliance May 2011 - March 2012
SOLVE December 2003 - May 2011
Donate Life Northwest February 2003 - August 2003
OHSU Foundation January 2002 - February 2003
Sisters of the Road Cafe January 2000 - January 2002
Sustainable Ecosystems Institute January 1998 - January 2000
Skills
Leadership, Sales, Fundraising, Strategic Planning, Public Relations, Editing, Marketing, Research, Event Management, Non-profits, Public Speaking, Nonprofits, Start-ups, Project Planning, PowerPoint, Program Development, Volunteer Management, Strategy, Training, Budgets, Event Planning, Advertising, Project Management, Customer Service, Social Media, Management, Team Building, Grants, Community Outreach, Philanthropy, Marketing Communications, Copy Editing, Social Networking
Education
Marylhurst University 2010 — 2011
Master of Business Administration, Marketing
Portland State University 2003 — 2003
Certificate, Values Based Management
Lewis and Clark College 1994 — 1998
BA, Biology
Fisher Investments August 2014 - Present
Amway May 2013 - August 2013
CKE Restaurants, Inc. June 2010 - August 2011
Education
Indiana University Bloomington 2010 — 2014
Economics, Economics, Business, Finance
Dos Pueblos High School 2006 — 2010
Fisher Investments February 2015 - Present
Nationwide Building Society August 2011 - June 2013
WeatherNet February 2011 - March 2012
Nationwide Building Society September 2010 - August 2011
Newton International Management June 2009 - October 2009
Skills
Management, Customer Service, Microsoft Office, Data Analysis, Research, Analysis, Sales, Climate Change, Time Management, Teamwork, Team Leadership, Business Analysis, Account Management, Negotiation, Microsoft Excel, Training, Leadership, Matlab, Physics, Microsoft Word
Education
Hult International Business School 2013 — 2014
Master of Business Administration (MBA), 3.43 GPA - Dean's List
The University of Reading 2007 — 2010
Honours in BSc, Meteorology
Newton South High School 2003 — 2007
High School Diploma
Fisher Investments June 2014 - Present
Virginia McGathey Commodities August 2013 - September 2013
Kingsview June 2013 - August 2013
Washington Wizards 2012 - 2013
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Finance, General/ Management
Phillips Exeter Academy 2009 — 2010
Andover High School 2005 — 2009
Wolf River Angels January 2012 - Present
Start Co. December 2010 - Present
The Commercial Appeal February 2011 - April 2013
INNPOWERMENT June 2010 - July 2011
Fisher Investments January 2003 - May 2007
Opus Advisory Group November 1998 - November 2002
Skills
Wealth Management, Strategic Planning, Investments, Strategic Financial..., Entrepreneurship, Online Marketing, Public Relations, Start-ups, Public Speaking, Community Development, Finance, Small Business, Management Consulting, Business Development, Marketing, Social Networking, Advertising, Nonprofits, Leadership, Business Planning, Budgets, New Business Development, Financial Analysis, Social Media, Strategy, Team Building, Management, Angel Investing, Federal Government..., Accelerator, Social Innovation, Seed Capital, Local Government Finance, Technology Incubation, Philanthropy, Fundraising, Online Advertising, Social Media Marketing, Email Marketing, Strategic Partnerships, Strategic Communications, Market Research, Blogging, Sales, Media Relations, Press Releases, Event Management
Education
Iona College
Business Administration, Finance/History
ZEFR May 2015 - Present
Vital Wave Consulting October 2010 - June 2015
ShowKit August 2014 - October 2014
Selligy July 2014 - August 2014
The World Bank September 2012 - April 2014
Strategy and Project Development Consulting June 2010 - May 2012
GuardianEdge September 2007 - July 2009
Fisher Investments January 2006 - May 2007
Fisher Investments June 2005 - January 2006
EMP Museum October 2003 - August 2004
Skills
Business Development, Fundraising, Impact Evaluation, Microfinance, Economic Development, Econometrics, eHealth, International..., Entrepreneurship, Capacity Building, Africa, Strategy, Leadership, Start-ups, Analysis, Stata, Life Coaching, Salesforce.com, Management, Strategic Planning, Business Planning
Education
General Assembly 2015 — 2015
Data Science
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2009 — 2011
Master of Pacific International Affairs (MPIA), International Development and Management
University of Washington 2001 — 2005
BA, Economics
Fisher Investments July 2015 - Present
Citi October 2012 - Present
Merrill Lynch 2008 - October 2012
Skills
Portfolio Management, Trading, Series 7, Equities, Securities, Financial Risk, Financial Services, Series 63, Wealth Management, Finance, Mutual Funds, Financial Markets, Investment Advisory, Retirement Planning, Investments, Fixed Income, Capital Markets, Proprietary Trading, Electronic Trading, Banking, Asset Managment, Retirement, Risk Management, Bonds, Strategic Financial..., Wealth Management..., Credit, Loans, 401k
Education
Indiana State University 1973 — 1977
BS, Science
Fisher Investments April 2015 - Present
Fisher Investments July 2013 - March 2015
J.P. Morgan Securities May 2012 - August 2013
JPMorgan Chase August 2011 - May 2012
JPMorgan Chase May 2010 - August 2011
Deutsche Bank September 2009 - March 2010
Rockwell Securities LLC April 2009 - August 2009
KH Sanok/ Unia Oswiecim August 2008 - April 2009
Education
Johnson & Wales University 2004 — 2008
BS, Criminal Justice
Fisher Investments June 2015 - Present
Bloomberg LP June 2014 - August 2014
Bluegrass Tennis Association January 2010 - August 2014
Premier Sports June 2013 - July 2013
Skills
Public Speaking
Education
Kenyon College 2011 — 2015
Bachelor of Arts (B.A.), American Studies
Kenyon College 2011 — 2015
BA American Studies & Russian Area Studies
Fisher Investments July 2012 - Present
Fisher Investments April 2011 - July 2012
2nd Wind Sports August 2010 - June 2011
American Recreation Products - (Kelty, Sierra Designs, Slumberjack, Ultimate Direction and Wenger) May 2010 - September 2010
Gonzaga University August 2009 - May 2010
Education
Gonzaga University 2006 — 2010
Bachelors in Business Administration, International Business and Spanish
Universitat Ramon Llull 2009 — 2009
Economics
Co.tribute April 2015 - Present
Brett MacMinn Consulting August 2013 - Present
Harlem RBI January 2011 - Present
Brown Brothers Harriman February 2012 - March 2014
US Trust January 2010 - March 2011
Fisher Investments August 2009 - January 2010
Fisher Investments November 2007 - August 2009
Legacy Planning, Inc. May 2006 - August 2006
Skills
Sales, Leadership, Marketing, Account Management, Management, CRM, Social Media, Training, Sales Management, Portfolio Management, Series 7, Wealth Management, Investments, Strategy, Microsoft Excel, Financial Analysis, Customer Service, PowerPoint, Financial Services, Banking, Finance, Financial Modeling, Asset Management, Public Speaking
Education
James Madison University - College of Business 2004 — 2007
BBA, Finance and Marketing
Central Bucks High School East
eBay Inc September 2012 - Present
Results Logic LLC (SEO software startup) 2012 - 2012
IBM 2011 - 2011
Avanade 2011 - 2011
Fisher Investments February 2007 - June 2010
Skills
Product Marketing, Product Management, Microsoft Excel, Omniture, Marketing, Google Adwords, Project Management, Online Advertising, Mobile Devices, Access, PowerPoint, SharePoint, Google AdWords..., Excel, Atlas, Quantcast, Rational Team Concert, Microsoft AdCenter, PPC, SEM, Paid Search, PLA, Digital Marketing, SQL, JIRA
Education
University of Washington, Michael G. Foster School of Business 2010 — 2012
MBA, Marketing
IE (Instituto de Empresa) 2011 — 2011
International MBA Exchange
The George Washington University 2002 — 2006
BA, Criminal Justice
Hermes Epitek September 2012 - Present
20th Century Fox April 2011 - September 2012
20th Century Fox August 2008 - May 2011
20th Century Fox October 2007 - August 2008
20th Century Fox April 2007 - October 2007
20th Century Fox August 2006 - April 2007
Nissan North America June 2005 - October 2005
East Los Angeles College Foundation February 2003 - August 2004
Fisher Investments, Inc. March 1999 - February 2003
Fisher Investments 1999 - February 2003
Skills
Financial Modeling, Financial Analysis, Forecasting, Valuation, Finance, Management, Vendor Management, Strategy, Financial Reporting, Marketing, Analysis, Competitive Analysis, Business Development, Marketing Communications, Corporate Finance, Social Networking, Equities, New Media, Brand Management, Analytics, Digital Media, digitial distribution, film ultimates, Leadership, Planning Budgeting &..., Media & Entertainment, P&L Responsibility, Financial Accounting, Executive Reporting, Key Performance..., Accounting, Variance Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2004 — 2006
MBA, Finance and Business Development
Hong Kong Baptist University 1998 — 1998
Finance
University of Idaho 1994 — 1998
Bachelor of Science, Business
Borah High School 1991 — 1994
Fisher Investments September 2013 - Present
FBR Capital Markets & Co June 2010 - July 2013
Albright Capital Management October 2009 - May 2010
Taylor-DeJongh March 2009 - August 2009
Booz Allen Hamilton October 2007 - July 2008
IBM Global Services 2004 - 2007
ASM Research August 2003 - June 2004
Skills
Emerging Markets, Valuation, Financial Modeling, Corporate Finance, Private Equity, Financial Analysis, Due Diligence, Mergers, Structured Finance, Investments, Project Finance, Venture Capital, Capital Markets, Investment Banking, Equities, Competitive Analysis, Hedge Funds, Equity Research, Bloomberg
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2006 — 2008
Graduate Certificate
Vanderbilt University 1998 — 2002
BS
Debevoise & Plimpton September 2013 - Present
Debevoise & Plimpton May 2012 - August 2012
Debevoise & Plimpton May 2011 - August 2011
New York State Office of the Attorney General May 2010 - July 2010
State Street Investment Analytics June 2007 - May 2009
Nuance January 2007 - November 2007
Kansen Chu for San Jose City Council November 2006 - March 2007
United Planet August 2006 - August 2006
Fisher Investments August 2005 - July 2006
Fisher Investments October 2004 - August 2005
Education
Georgetown University - The McDonough School of Business 2009 — 2013
J.D. / M.B.A.
Georgetown University Law Center 2009 — 2013
J.D. / M.B.A.
Santa Clara University 2001 — 2004
B.A., Economics
The University of Glasgow 2002 — 2003
Airbnb October 2011 - Present
Airbnb October 2011 - May 2014
IntApp, Inc November 2010 - October 2011
Lithium Technologies March 2008 - November 2010
L-3 Communications March 2006 - March 2008
Fisher Investments December 2005 - March 2006
Skills
Performance Management, Human Resources, Program Management, Onboarding, Mergers, Recruiting, Training, Leadership, Salesforce.com, Consulting, Start-ups, Team Leadership, Team Building, Management, Change Management, Business Development, Employee Relations, Account Management, Project Management, Coaching, Applicant Tracking..., HRIS, Talent Management, Mergers & Acquisitions
Education
Golden Gate University 2006 — 2007
MS, Human Resource Management
University of California, Davis 2001 — 2005
BS, Human Development & Communications
Terra Linda High 1997 — 2001
Fisher Investments October 2013 - Present
Fisher Investments Inc. October 2000 - Present
BDO Seidman 1998 - October 2000
Skills
Agile Methodologies, Software Development, SSIS, Vendor Management, Enterprise Architecture, Requirements Analysis, Data Warehousing, SDLC, IT Strategy, Business Analysis, Software Project..., Integration, Microsoft SQL Server, CRM, Business Intelligence, PL/SQL, ETL
Education
National Institute of Technology Warangal 1990 — 1994
Kendriya Vidyalaya 1981 — 1988
High School, Maths, Physics, Chemistry, English
GlobalBridge, Inc. July 2003 - Present
Fisher Investments 1998 - 2001
Education
Iowa State University 1994 — 1998
Fisher Investments January 2015 - Present
Fisher Investments December 2012 - Present
Fisher Investments September 2010 - December 2012
Fisher Investments October 2008 - August 2010
Fisher Investments October 2007 - October 2008
Fisher Investments April 2004 - October 2007
Inform Mortgage September 2002 - April 2004
Cambridge Associates January 1999 - April 2001
Education
Georgetown University 1992 — 1996
BA, Psychology
Tuckahoe High School
Fisher Investments Financial AdvisorEdward JonesJuly 2004 - March 2007
Education
Kettering University 1999 — 2004
Seabury Enterprise Solutions, LLC. August 2012 - Present
Delta Air Lines May 2011 - August 2012
Delta Air Lines December 2007 - April 2011
Delta Air Lines February 2004 - December 2007
Fisher Investments July 2000 - November 2003
Egghead.com July 1999 - May 2000
Skills
Financial Modeling, Program Management
Education
Georgia Institute of Technology
International Affairs, East Asian Economic Policy
Tao Capital Partners, LLC January 2014 - Present
Tallwood Venture Capital January 2011 - December 2013
Burr Pilger Mayer January 2009 - December 2010
Fisher Investments August 2006 - December 2008
Elwood Espina Ferrell LLP, currently Shea Labagh Dobberstein CPA, Inc. August 1999 - July 2006
MySoftware Company May 1997 - August 1999
Skills
GAAP, Financial Reporting, Accounting, Auditing, Tax, General Ledger, Finance, Financial Statements, Start-ups, Financial Analysis, Sarbanes-Oxley Act, Financial Accounting, CPA, Internal Controls, US GAAP, Corporate Tax, Tax Research, Tax Accounting, Cash Flow, Due Diligence, Mergers & Acquisitions, Financial Modeling, QuickBooks, Cost Accounting
Education
Leadership Program of San Mateo California 2002 — 2003
Leadership Program
Golden Gate University 1995 — 1997
MS, Accountancy
Certified Public Accountant, since 09/2001
Accounting
Habitera March 2013 - October 2014
Ixoraa Media - INK Conference in association with TED January 2010 - December 2012
TEDxFremont 2012, Health & Habits June 2012 - November 2012
World Health Organization, Europe July 2009 - September 2009
Ixoraa Media January 2008 - September 2008
Health Career Connection, Triage Consulting Group May 2007 - August 2007
Fisher Investments May 2006 - August 2006
Berkeley Free Clinic November 2004 - June 2005
Education
Harvard T.H. Chan School of Public Health
Master of Public Health (MPH)
London School of Economics and Political Science
MSc
University of California, Berkeley
BA
Carnival Cruise Line July 2015 - Present
Pernod Ricard February 2014 - July 2015
Fisher Investments March 2013 - December 2013
Florida International University August 2012 - December 2012
Florida International University August 2011 - December 2012
AD Bankruptcy Services August 2009 - August 2011
College Music Journal/CMJ Music and Film Festival August 2008 - December 2008
PTE Productions, LLC 2007 - 2008
PTE Productions, LLC 2007 - 2008
Skills
Due Diligence, Finance, Corporate Finance, Legal Writing, Valuation, Mediation, Bankruptcy, Managerial Finance, Legal Assistance, Marketing, Financial Risk, Spanish, Data Analysis, PowerPoint, Research, Microsoft Excel, Microsoft Office, Statistics, Financial Analysis, Public Speaking, Management, Team Leadership, Event Planning, Financial Modeling, Microsoft Word, Leadership, Teaching
Education
Florida International University 2011 — 2012
Master of Science; MBA, Finance
University of Florida
Bachelor of Business Administration (B.B.A.), Graduate
SVB Financial Group February 2014 - Present
Savitr Capital LLC January 2013 - February 2014
Savitr Capital LLC February 2012 - February 2014
Fisher Investments November 2010 - February 2012
Merrill Lynch Forest Group February 2010 - April 2010
Northwestern Mutual Financial Network August 2008 - May 2009
Skills
Portfolio Management, Insurance, Financial Analysis, Financial Modeling, Asset Managment, Hedge Funds, Equities, Finance, Valuation, Equity Trading, Accounting, Corporate Finance, Market Research, Microsoft Excel, PowerPoint, Bloomberg, Thompson One, Strategy Implementation, Financial Software..., Quantitative Research, Platform Architecture, Private Equity, Asset Management, Alternative Investments, Securities, Fixed Income
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science (BS), Finance, Economics, Dean List 2006-2010
Griffith University 2009 — 2009
International Business
Robert Half Finance & Accounting July 2015 - Present
Fisher Investments February 2013 - October 2014
Merrill Lynch 2011 - 2013
JP Morgan Chase August 2009 - July 2011
Edward Jones August 2008 - April 2009
SunTrust Bank August 2007 - August 2008
Skills
Strategic Financial..., Investments, Finance, Series 7, Insurance, Financial Services, Portfolio Management, Fixed Annuities, Wealth Management, New Business Development, Sales, Mutual Funds, Equities, Customer Service, Retirement Planning, Securities, Public Speaking, Leadership, Series 63, Asset Allocation, Fixed Income, Financial Planning, Series 9, Series 66, Series 10, Permanent Staffing, Recruiting, Human Resource..., Human Capital, Hedge Funds, Private Equity
Education
Florida State University 2002 — 2007
Bachelor of Science (B.S.), Economics, Finance
Franklin high school
Fisher Investments 2012 - Present
Emcot Forests January 2013 - Present
State of California Department of Forestry and Fire Protection 2006 - 2011
California Natural Resources Agency 2004 - 2006
California Environmental Protection Agency 1996 - 1999
State of California Governor's Washington DC Office 1994 - 1996
Office of Management and Budget 1991 - 1994
Skills
Government, Policy Analysis, Policy, Public Policy, Legislative Relations, Community Outreach, Sustainability, Program Management, Strategic Communications, Legislation, Community Development, Public Relations, Strategic Planning, Public Speaking, Nonprofits, Environmental Awareness, Environmental Policy, Grants, Politics, Fundraising, Non-profits, Sustainable Development, Climate Change, Grant Writing
Education
Georgetown University
MA
University of California, Berkeley
BA
Fisher Investments May 2014 - Present
Fisher Investments February 2013 - May 2014
Fisher Investments May 2012 - February 2013
Fisher Investments November 2010 - April 2012
Fisher Investments October 2009 - November 2010
Jean-Jacques Elbaz, D.D.S., M.S. December 2008 - May 2009
The Walt Disney Company January 2008 - November 2008
The Walt Disney Company January 2008 - November 2008
Skills
Google Adwords, Microsoft Office, Digital Media, Social Media, Online Advertising, Email Marketing, Digital Marketing, Social Networking, Advertising, Social Media Marketing, SEM, Google Analytics
Education
Harvard University 2003 — 2007
B.A, Psychology
Queen Mary College 2005 — 2005
SANTA MARGARITA CATHOLIC HIGH SCHOOL 1999 — 2003
MUFG in the Americas March 2014 - Present
Fisher Investments March 2013 - March 2014
JPMorgan Chase August 2011 - February 2013
Morgan Stanley January 2008 - August 2011
Schulte Roth & Zabel LLP June 2007 - December 2007
Swiss American Securities Inc January 2007 - June 2007
Merrill Lynch January 2006 - June 2006
Education
Fordham University 2004 — 2007
Fisher Investments 2011 - Present
Lafayette Trading, LLC 2008 - 2011
Money Management Group 2006 - 2008
Invesdex Ltd 2000 - 2006
Champion Securities 1998 - 2000
Education
Golden Gate University 1999 — 2001
MS, Finance
Lewis and Clark College 1988 — 1992
BS, Biology
Fisher Investments February 2014 - Present
Institute of Terrorism Research and Response April 2013 - October 2013
Seagull Maritime Security March 2013 - October 2013
IDC HERZLIYA - International School October 2012 - October 2013
Israeli Defense Forces November 2010 - November 2012
ECI Telecom September 2009 - February 2010
TEFL Institute July 2008 - November 2008
Nike June 2007 - October 2007
Skills
Sales&Marketing, Security, Hebrew, English, Non-profits, Public Speaking, Microsoft Office, Event Planning, Fundraising, Social Media, Research, Strategic Planning, Customer Service, Microsoft Excel, Event Management, Public Relations, Community Outreach, PowerPoint, Microsoft Word, Editing
Education
The Interdisciplinary Center 2012 — 2013
M.A. Counter-Terrorism and Diplomacy, Counter-Terrorism
University of Oregon 2006 — 2008
Bachelor of Science (B.S.), Clinical Psychology, 3.2 Average
Goucher College 2004 — 2006
Bachelor of Science (B.S.), Psychology, 3.2
Fisher Investments July 2015 - Present
Maayan Torah Day School August 2014 - July 2015
Personal Computer Repair Business March 2011 - February 2013
Camp Magen Avraham May 2012 - January 2013
Kids of Courage July 2010 - January 2011
LivePerson June 2008 - November 2009
College for Life January 2008 - April 2009
Portland Steel November 2007 - December 2008
Israeli Army - Compulsory Service May 2005 - October 2007
Charter Life Insurance September 2001 - January 2003
Skills
Strategic Planning, Long-term Customer..., Hebrew, Marketing Strategy, Customer Service, Information Technology..., Network Configuration, Computer Hardware..., Social Media, Management, Account Management, System Implementations, Software Configuration..., Technical Support, English, Public Speaking, Microsoft Office, Editing, Research, Social Networking, Public Relations, Online Advertising, Online Marketing, Microsoft Excel, PowerPoint, Social Media Marketing
Education
IDC Herzliya 2009 — 2011
Communications, Interactive media
Fisher Investments April 2014 - Present
Manchester Financial July 2012 - March 2014
Pepperdine University Convocation, Club August 2011 - April 2012
Davis Research October 2011 - December 2011
LVMH Group, House of Guerlain May 2011 - August 2011
Housing and Residential Life August 2010 - May 2011
AXA Advisors April 2010 - August 2010
International Programs September 2009 - April 2010
Nordstroms Inc May 2009 - September 2009
Skills
Blogging, Social Media, PowerPoint
Education
Pepperdine University 2008 — 2012
International Business Emphasis in Marketing
Fudan University
International Relations, Humanities; Business Statistics, Organizational Behavior
Whitney High School
Fisher Investments February 2014 - Present
Polycom October 2012 - December 2013
Polycom August 2012 - October 2012
VF Corporation, Licensed Sports Group May 2010 - July 2010
Gonzaga University April 2009 - April 2010
Gonzaga University September 2008 - May 2009
Skyhawks Sports June 2006 - August 2007
Skills
Finance, Analysis, Microsoft Excel, Budgets, Time Management, Program Management, PowerPoint
Education
Gonzaga University
Bachelors Degree, Business Administration; Marketing, Finance
Leigh High School
The Dow Chemical Company October 2014 - January 2015
Fisher Investments May 2013 - March 2014
Shinnecock Partners September 2012 - April 2013
UBS Investment Bank July 2011 - June 2012
Addax Petroleum January 2009 - December 2009
Skills
Asset Managment, Derivatives, Investment Banking, Hedge Funds, Financial Modeling, Financial Analysis, Fixed Income, Alternative Investments, Commodity, Equities, Bloomberg Terminal, Reuters 3000, Microsoft Excel, VBA, Matlab, Business Objects, Autodesk Software, Product Control, SAP BW, AutoCAD
Education
University of California, Berkeley, Haas School of Business
Master's Degree, Financial Engineering
Grenoble Ecole de Management - Grenoble Graduate School of Business
Master of Science (M.Sc.), Finance
Covenant University
Bachelor of Engineering (B.Eng.), Mechanical Engineering