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.
Fisher Investments Salaries. You can even request information on how much does Fisher Investments pay if you want to. Learn about salaries, pros and cons of working for Fisher Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Bobbi Manning Bobbi Manning's Fisher Investments Experience September 2007 - November 2008
Job Manager, Advertiser Training at Google
Industry Information Technology and Services
Experience
Google November 2013 - Present
Wildfire, a division of Google July 2012 - November 2013
Wildfire, a division of Google May 2011 - July 2012
Wildfire, a division of Google August 2010 - May 2011
Fisher Investments September 2007 - November 2008
Skills
Salesforce.com, SaaS, Lead Generation, Social Media Marketing, Social Media, Direct Sales, Online Advertising, Account Management, Cold Calling, Sales, Enterprise Software, Facebook, Strategic Partnerships, Management
Education
Mills College 2009 — 2011
M.A., English & American Literature
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Finance, International Business
Google November 2013 - Present
Wildfire, a division of Google July 2012 - November 2013
Wildfire, a division of Google May 2011 - July 2012
Wildfire, a division of Google August 2010 - May 2011
Fisher Investments September 2007 - November 2008
Skills
Salesforce.com, SaaS, Lead Generation, Social Media Marketing, Social Media, Direct Sales, Online Advertising, Account Management, Cold Calling, Sales, Enterprise Software, Facebook, Strategic Partnerships, Management
Education
Mills College 2009 — 2011
M.A., English & American Literature
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Finance, International Business
Lynette Andrichuk Lynette Andrichuk's Fisher Investments Experience April 2001 - September 2004
Job Registered Represenative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors May 2007 - Present
Fifth Third Bank Private Bank May 2006 - April 2007
BB&T September 2004 - March 2006
Fisher InvestmentS April 2001 - September 2004
Skills
Series 7, Investments, Mutual Funds, Retirement Planning, Wealth Management, Retirement, Series 63, Strategic Financial..., Insurance, Portfolio Management, Investment Advisory, Fixed Annuities, Securities, Financial Services, 401k, Asset Allocation, Life Insurance, Estate Planning
Education
Maryville University of Saint Louis 1982 — 1984
BS, Accounting, Economics, Finance
Sr 7
Voya Financial Advisors May 2007 - Present
Fifth Third Bank Private Bank May 2006 - April 2007
BB&T September 2004 - March 2006
Fisher InvestmentS April 2001 - September 2004
Skills
Series 7, Investments, Mutual Funds, Retirement Planning, Wealth Management, Retirement, Series 63, Strategic Financial..., Insurance, Portfolio Management, Investment Advisory, Fixed Annuities, Securities, Financial Services, 401k, Asset Allocation, Life Insurance, Estate Planning
Education
Maryville University of Saint Louis 1982 — 1984
BS, Accounting, Economics, Finance
Sr 7
David Wattles David Wattles's Fisher Investments Experience May 1999 - June 2009
Job Regional Director UK Pension Consultants, LLC
Industry Financial Services
Experience
UK Pension Consultants, LLC June 2015 - Present
Fisher Investments May 1999 - June 2009
Skills
Insurance, Team Building, Revenue Cycle, Cash Flow, Accounts Receivable, Physicians, Provider Relations, Employee Benefits, Practice Management, Strategic Partnerships, Management Consulting, Orthopedic, Customer Service, Revenue Cycle Management, Complex Sales, Performance Improvement, Management, Network Development, Case Management, Direct Payer Audit, Marketing Strategy, Wealth Management, Equities, Financial Planning, Sales Management
Education
Michigan State University 1968 — 1972
B.A., Social Science
Michigan State University 1968 — 1972
B.A. Political Science
UK Pension Consultants, LLC June 2015 - Present
Fisher Investments May 1999 - June 2009
Skills
Insurance, Team Building, Revenue Cycle, Cash Flow, Accounts Receivable, Physicians, Provider Relations, Employee Benefits, Practice Management, Strategic Partnerships, Management Consulting, Orthopedic, Customer Service, Revenue Cycle Management, Complex Sales, Performance Improvement, Management, Network Development, Case Management, Direct Payer Audit, Marketing Strategy, Wealth Management, Equities, Financial Planning, Sales Management
Education
Michigan State University 1968 — 1972
B.A., Social Science
Michigan State University 1968 — 1972
B.A. Political Science
Delband Debra Kerachi Delband Debra Kerachi's Fisher Investments Experience August 2012 - June 2013
Job Operations Sales Specialist
Industry Restaurants
Experience
California RT Pizza Group, Inc. June 2013 - Present
Fisher Investments August 2012 - June 2013
Skills
Marketing, Financial Modeling, Leadership, Microsoft Excel, Investments, PowerPoint, Financial Analysis, Time Management, Superior Work Ethic, Customer Oriented, Fast-paced, Advertising, Management, Customer Service, Microsoft Word, Sales, Public Speaking, Social Networking, Event Planning, Microsoft Office
Education
Menlo College 2008 — 2013
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
monte vista high school
California RT Pizza Group, Inc. June 2013 - Present
Fisher Investments August 2012 - June 2013
Skills
Marketing, Financial Modeling, Leadership, Microsoft Excel, Investments, PowerPoint, Financial Analysis, Time Management, Superior Work Ethic, Customer Oriented, Fast-paced, Advertising, Management, Customer Service, Microsoft Word, Sales, Public Speaking, Social Networking, Event Planning, Microsoft Office
Education
Menlo College 2008 — 2013
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
monte vista high school
Brett Atwood Brett Atwood's Fisher Investments Experience 2005 - 2006
Job Venture Research & Development at Savvysherpa, Inc.
Industry Research
Experience
Savvysherpa, Inc. January 2013 - Present
Rocket Surgeon Entertainment, Inc. June 2012 - January 2013
Dorsey & Whitney LLP November 2009 - June 2012
Dorsey & Whitney LLP June 2008 - August 2008
Fisher Investments 2005 - 2006
Skills
Start-ups, Business Strategy, Entrepreneurship, Venture Capital, Intellectual Property, Product Development, Market Research, New Business Development, Legal, Data Analysis, Product Design, Process Improvement, Team Management, Writing, Project Management, Sales
Education
William Mitchell College of Law 2006 — 2009
Doctor of Law (J.D.)
The George Washington University 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Savvysherpa, Inc. January 2013 - Present
Rocket Surgeon Entertainment, Inc. June 2012 - January 2013
Dorsey & Whitney LLP November 2009 - June 2012
Dorsey & Whitney LLP June 2008 - August 2008
Fisher Investments 2005 - 2006
Skills
Start-ups, Business Strategy, Entrepreneurship, Venture Capital, Intellectual Property, Product Development, Market Research, New Business Development, Legal, Data Analysis, Product Design, Process Improvement, Team Management, Writing, Project Management, Sales
Education
William Mitchell College of Law 2006 — 2009
Doctor of Law (J.D.)
The George Washington University 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Dominick De Leone Dominick De Leone's Fisher Investments Experience July 2014 - February 2015
Job Sales Development Representative at DoubleDutch
Industry Financial Services
Experience
DoubleDutch February 2015 - Present
Ebowl.biz August 2010 - Present
Fisher Investments July 2014 - February 2015
Fisher Investments February 2013 - July 2014
Russell Investments June 2012 - December 2012
University of Washington January 2010 - December 2012
Aqua by El Gaucho May 2010 - June 2012
Wells Fargo Bank March 2009 - June 2010
Skills
Leadership, Microsoft Office, Teamwork, Customer Service, Investments, Sales, PowerPoint, Self-driven, Interpersonal Skill, Financial Analysis, Microsoft Excel, Compliance, Email Marketing, Portfolio Management, Risk Management, Valuation, Accounting, Adobe Creative Suite, Salesforce.com, Building Relationships, Close Attention to..., Independent Contributor, Excel, Adaptability, Organization, Process Management, Mentoring, Presenter, Financial Operations
Education
University of Washington 2010 — 2012
BA, Business: Finance, Major: 3.6
Northeastern University 2007 — 2008
International Business/Finance
DoubleDutch February 2015 - Present
Ebowl.biz August 2010 - Present
Fisher Investments July 2014 - February 2015
Fisher Investments February 2013 - July 2014
Russell Investments June 2012 - December 2012
University of Washington January 2010 - December 2012
Aqua by El Gaucho May 2010 - June 2012
Wells Fargo Bank March 2009 - June 2010
Skills
Leadership, Microsoft Office, Teamwork, Customer Service, Investments, Sales, PowerPoint, Self-driven, Interpersonal Skill, Financial Analysis, Microsoft Excel, Compliance, Email Marketing, Portfolio Management, Risk Management, Valuation, Accounting, Adobe Creative Suite, Salesforce.com, Building Relationships, Close Attention to..., Independent Contributor, Excel, Adaptability, Organization, Process Management, Mentoring, Presenter, Financial Operations
Education
University of Washington 2010 — 2012
BA, Business: Finance, Major: 3.6
Northeastern University 2007 — 2008
International Business/Finance
Kendall Andrews Kendall Andrews's Fisher Investments Experience December 2013 - February 2015
Job Marketing Professional
Industry Marketing and Advertising
Experience
Fisher Investments December 2013 - February 2015
The Joint Commission (JCAHO) September 2012 - October 2013
The Joint Commission (JCAHO) July 2011 - July 2012
DuPage Urology Associates October 2009 - June 2011
HealthNOW Medical Center December 2006 - September 2009
Dr Lawrence Hooper M.D., Inc. December 2005 - September 2007
Dr. Steven Moore, M.D. 2003 - 2005
Monterey Advanced Imaging Center 2001 - 2003
San Luis Primary Care, Inc. 1999 - 2001
Skills
Marketing, Email Marketing, ExactTarget, Salesforce.com, A/B Testing, Email QA, KPI Reports, Lead Generation, Webinars, Entrepreneurship, Marketing Strategy, Project Management, Digital Marketing, Event Planning, Media Buying, Direct Marketing, Trade Shows, Event Promotion, Social Media Marketing, Public Speaking, Twitter Marketing, Facebook, Business Development, Public Relations, Marketing Communications, Market Research, Mailing List Management, Advertising, Atlas AdManager, Google Analytics, Microsoft CRM, Creativity, Teamwork, Microsoft Office, PowerPoint, Microsoft Excel, Healthcare Management, Healthcare Consulting, HIPAA, Healthcare, Healthcare Reimbursement, Medical Coding, Medical Billing, Medical Records, Medical Terminology, Health Care Compliance, Medicare, Management, Social Media
Education
North Central College 2010 — 2012
Bachelor of Arts (B.A.), Entrepreneurship and Small Business Management
Fisher Investments December 2013 - February 2015
The Joint Commission (JCAHO) September 2012 - October 2013
The Joint Commission (JCAHO) July 2011 - July 2012
DuPage Urology Associates October 2009 - June 2011
HealthNOW Medical Center December 2006 - September 2009
Dr Lawrence Hooper M.D., Inc. December 2005 - September 2007
Dr. Steven Moore, M.D. 2003 - 2005
Monterey Advanced Imaging Center 2001 - 2003
San Luis Primary Care, Inc. 1999 - 2001
Skills
Marketing, Email Marketing, ExactTarget, Salesforce.com, A/B Testing, Email QA, KPI Reports, Lead Generation, Webinars, Entrepreneurship, Marketing Strategy, Project Management, Digital Marketing, Event Planning, Media Buying, Direct Marketing, Trade Shows, Event Promotion, Social Media Marketing, Public Speaking, Twitter Marketing, Facebook, Business Development, Public Relations, Marketing Communications, Market Research, Mailing List Management, Advertising, Atlas AdManager, Google Analytics, Microsoft CRM, Creativity, Teamwork, Microsoft Office, PowerPoint, Microsoft Excel, Healthcare Management, Healthcare Consulting, HIPAA, Healthcare, Healthcare Reimbursement, Medical Coding, Medical Billing, Medical Records, Medical Terminology, Health Care Compliance, Medicare, Management, Social Media
Education
North Central College 2010 — 2012
Bachelor of Arts (B.A.), Entrepreneurship and Small Business Management
Jason Erwin's Fisher Investments Experience March 2014 - Present
Job Fisher Investments
Industry Financial Services
Experience
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
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
Ted Wittman's Fisher Investments Experience September 2014 - Present
Job Multimedia Designer at Fisher Investments
Industry Media Production
Experience
Fisher Investments September 2014 - Present
Wittman Productions May 2013 - Present
Freelance Opportunities October 2011 - Present
Made In Mankato October 2013 - September 2014
Mankato Public Schools August 2013 - June 2014
Table Mound Elementary January 2013 - May 2013
Loras College August 2008 - 2013
City of Dubuque Annex June 2009 - July 2009
Loras College August 2008 - May 2009
Skills
Video, Graphic Design, Video Editing, Motion Graphics, Editing, Adobe Creative Suite, Photoshop, Film Production, HD Camera Operator, Social Media, After Effects, InDesign, Adobe Premiere Pro, Adobe Photoshop, Adobe After Effects, Adobe Encore, Adobe Dreamweaver, Adobe Flash Catalyst, Adobe Illustrator, Adobe InDesign, Flash Site Building, Flash, Graphics, Digital Photography, Social Networking, Dolly Grip, Adobe Muse, Steadicam, Boom Operator
Education
Loras College 2008 — 2013
Bachelor of Arts (B.A.), Art and Digital Design
Hempstead Highschool 2004 — 2008
High School Diploma, Film/Cinema/Video Studies
Fisher Investments September 2014 - Present
Wittman Productions May 2013 - Present
Freelance Opportunities October 2011 - Present
Made In Mankato October 2013 - September 2014
Mankato Public Schools August 2013 - June 2014
Table Mound Elementary January 2013 - May 2013
Loras College August 2008 - 2013
City of Dubuque Annex June 2009 - July 2009
Loras College August 2008 - May 2009
Skills
Video, Graphic Design, Video Editing, Motion Graphics, Editing, Adobe Creative Suite, Photoshop, Film Production, HD Camera Operator, Social Media, After Effects, InDesign, Adobe Premiere Pro, Adobe Photoshop, Adobe After Effects, Adobe Encore, Adobe Dreamweaver, Adobe Flash Catalyst, Adobe Illustrator, Adobe InDesign, Flash Site Building, Flash, Graphics, Digital Photography, Social Networking, Dolly Grip, Adobe Muse, Steadicam, Boom Operator
Education
Loras College 2008 — 2013
Bachelor of Arts (B.A.), Art and Digital Design
Hempstead Highschool 2004 — 2008
High School Diploma, Film/Cinema/Video Studies
Adam C. Armstrong's Fisher Investments Experience September 2012 - October 2014
Job Trader at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2012 - October 2014
AXA Advisors June 2011 - June 2012
RBC Wealth Management January 2011 - April 2011
UBS Financial Services June 2010 - December 2010
Lerner Health and Wellness Center September 2007 - December 2010
Ace Ticket Inc January 2007 - January 2009
Skills
Finance, Investments, Asset Management, Retirement Planning, Relationship Management, Trading, Microsoft Office, Bloomberg Terminal, Eze Castle
Education
The George Washington University 2007 — 2011
BA, Economics
Newton South High School 2003 — 2007
HS, n/a
Massachusetts College of Art and Design
Fisher Investments September 2012 - October 2014
AXA Advisors June 2011 - June 2012
RBC Wealth Management January 2011 - April 2011
UBS Financial Services June 2010 - December 2010
Lerner Health and Wellness Center September 2007 - December 2010
Ace Ticket Inc January 2007 - January 2009
Skills
Finance, Investments, Asset Management, Retirement Planning, Relationship Management, Trading, Microsoft Office, Bloomberg Terminal, Eze Castle
Education
The George Washington University 2007 — 2011
BA, Economics
Newton South High School 2003 — 2007
HS, n/a
Massachusetts College of Art and Design
Phillip Mallery Phillip Mallery's Fisher Investments Experience September 2014 - January 2015
Job Healthcare IT consultant at Cerner Corporation
Industry
Experience
Cerner Corporation April 2015 - Present
Fisher Investments September 2014 - January 2015
Fanscape January 2014 - May 2014
Scarborough Capital September 2013 - December 2013
LMU Conference Services September 2011 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Statistics, Mathematics, Economics, Teamwork, Critical Thinking, Competitive, Social Media, Problem Solving, Meet Deadlines, Enjoy Challenges
Education
Loyola Marymount University 2010 — 2014
Bachelor of Science (BS), Economics, 3.38
Cerner Corporation April 2015 - Present
Fisher Investments September 2014 - January 2015
Fanscape January 2014 - May 2014
Scarborough Capital September 2013 - December 2013
LMU Conference Services September 2011 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Statistics, Mathematics, Economics, Teamwork, Critical Thinking, Competitive, Social Media, Problem Solving, Meet Deadlines, Enjoy Challenges
Education
Loyola Marymount University 2010 — 2014
Bachelor of Science (BS), Economics, 3.38
Nathaniel Brott's Fisher Investments Experience April 2014 - February 2015
Job Integrity Cleaning Co
Industry Facilities Services
Experience
Integrity Cleaning Company January 2015 - Present
Fisher Investments April 2014 - February 2015
AT&T September 2010 - April 2014
AJP Northwest September 2012 - September 2013
Clean Green February 2011 - April 2013
Skills
Leadership, Marketing, Customer Service, Sales, Team Building, Strategic Planning, Social Media Marketing, Social Networking, Public Speaking, Microsoft Office
Education
Mt. Hood Community College 2009 — 2011
Business Administration and Management, General
Integrity Cleaning Company January 2015 - Present
Fisher Investments April 2014 - February 2015
AT&T September 2010 - April 2014
AJP Northwest September 2012 - September 2013
Clean Green February 2011 - April 2013
Skills
Leadership, Marketing, Customer Service, Sales, Team Building, Strategic Planning, Social Media Marketing, Social Networking, Public Speaking, Microsoft Office
Education
Mt. Hood Community College 2009 — 2011
Business Administration and Management, General
Michelle Klink Michelle Klink's Fisher Investments Experience January 2008 - November 2008
Job HRIS ♦ HR Data Analyst ♦ Career Coach ♦ LinkedIn Coach
Industry Human Resources
Experience
Lee Hecht Harrison September 2014 - Present
Pro Bono November 2009 - Present
ExperisNL May 2013 - October 2013
Xstrata Recycling November 2011 - July 2012
Euro RSCG May 2011 - May 2011
AAA NCNU July 2010 - August 2010
ProMatch volunteer November 2009 - May 2010
Fisher Investments January 2008 - November 2008
Wells Fargo Bank May 2007 - July 2007
Intel Corporation June 1999 - November 2006
Skills
Human Resources, Software Documentation, Visio, Training, SharePoint, Analysis, Access, Microsoft Office, Team Building, Microsoft Excel, Databases, PeopleSoft, MS Project, Data Analysis, Microsoft Word, Integration, HRIS, Management, Project Management, SQL, PowerPoint, Troubleshooting, Testing, Coaching, Teamwork, Business Analysis, Outlook, Program Management, Payroll, Employee Benefits, Oracle, Training & Development, Social Media, LinkedIn, Windows, Problem Solving, Adobe Acrobat, Research, Job Coaching, SQR, PeopleTools, Process Scheduler, Documentation, Application Design, Employee Training, Software Design, Benefits, Remedy, Community Outreach
Education
Cottey College
Mount Mercy University
DeAnza College
Lee Hecht Harrison September 2014 - Present
Pro Bono November 2009 - Present
ExperisNL May 2013 - October 2013
Xstrata Recycling November 2011 - July 2012
Euro RSCG May 2011 - May 2011
AAA NCNU July 2010 - August 2010
ProMatch volunteer November 2009 - May 2010
Fisher Investments January 2008 - November 2008
Wells Fargo Bank May 2007 - July 2007
Intel Corporation June 1999 - November 2006
Skills
Human Resources, Software Documentation, Visio, Training, SharePoint, Analysis, Access, Microsoft Office, Team Building, Microsoft Excel, Databases, PeopleSoft, MS Project, Data Analysis, Microsoft Word, Integration, HRIS, Management, Project Management, SQL, PowerPoint, Troubleshooting, Testing, Coaching, Teamwork, Business Analysis, Outlook, Program Management, Payroll, Employee Benefits, Oracle, Training & Development, Social Media, LinkedIn, Windows, Problem Solving, Adobe Acrobat, Research, Job Coaching, SQR, PeopleTools, Process Scheduler, Documentation, Application Design, Employee Training, Software Design, Benefits, Remedy, Community Outreach
Education
Cottey College
Mount Mercy University
DeAnza College
Andrew Pardo Andrew Pardo's Fisher Investments Experience January 2015 - Present
Job Research Associate Capital Markets at Fisher Investments
Industry Investment Management
Experience
Fisher Investments January 2015 - Present
Fisher Investments August 2012 - December 2014
The Pacific Group May 2011 - July 2012
UBS Wealth Management May 2010 - January 2011
Merrill Lynch May 2009 - August 2009
Skills
FactSet, MSCI Barra, Bloomberg, Equities, Microsoft Office, Series 7, Investments, Portfolio Management, Morningstar, Economics, Financial Analysis, Microsoft Excel, Series 66, Mutual Funds, Investment Management, Asset Allocation, Investment Strategies, Asset Management, Financial Reporting, ETFs, Accounting, Fixed Income, Alternative Investments, Derivatives, Capital Markets, Research, Risk Modeling
Education
Loyola Marymount University 2007 — 2011
Bachelor of Science, Accounting
Homestead High School 2003 — 2007
Cupertino Middle School
Fisher Investments January 2015 - Present
Fisher Investments August 2012 - December 2014
The Pacific Group May 2011 - July 2012
UBS Wealth Management May 2010 - January 2011
Merrill Lynch May 2009 - August 2009
Skills
FactSet, MSCI Barra, Bloomberg, Equities, Microsoft Office, Series 7, Investments, Portfolio Management, Morningstar, Economics, Financial Analysis, Microsoft Excel, Series 66, Mutual Funds, Investment Management, Asset Allocation, Investment Strategies, Asset Management, Financial Reporting, ETFs, Accounting, Fixed Income, Alternative Investments, Derivatives, Capital Markets, Research, Risk Modeling
Education
Loyola Marymount University 2007 — 2011
Bachelor of Science, Accounting
Homestead High School 2003 — 2007
Cupertino Middle School
Ava Demartini Ava Demartini's Fisher Investments Experience September 2014 - February 2015
Job International Account Coordinator
Industry Higher Education
Experience
Mariani Packing Co., Inc. February 2015 - Present
Fisher Investments September 2014 - February 2015
Fisher Investments June 2013 - August 2013
Northern California Cornea Associates June 2010 - September 2010
Plan It Interactive May 2006 - June 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Event Planning, Social Media, Facebook, Sales, Time Management, Team Building, Social Networking, Research, Management, Leadership
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Louisiana State University 2012 — 2012
National Student Exchange, Exchange Student
Mariani Packing Co., Inc. February 2015 - Present
Fisher Investments September 2014 - February 2015
Fisher Investments June 2013 - August 2013
Northern California Cornea Associates June 2010 - September 2010
Plan It Interactive May 2006 - June 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Event Planning, Social Media, Facebook, Sales, Time Management, Team Building, Social Networking, Research, Management, Leadership
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Louisiana State University 2012 — 2012
National Student Exchange, Exchange Student
Dustin Huffman, MBA Dustin Huffman, MBA's Fisher Investments Experience July 2013 - Present
Job Investment Counselor at Fisher Investments
Industry Investment Management
Experience
Fisher Investments July 2013 - Present
Fisher Investments June 2011 - July 2013
Education
Willamette University - Atkinson Graduate School of Management 2009 — 2011
Master of Business Administration, Finance
Linfield College 2005 — 2009
Double Major, Finance & Economics
Fisher Investments July 2013 - Present
Fisher Investments June 2011 - July 2013
Education
Willamette University - Atkinson Graduate School of Management 2009 — 2011
Master of Business Administration, Finance
Linfield College 2005 — 2009
Double Major, Finance & Economics
Jon Hayes Jon Hayes's Fisher Investments Experience July 2011 - Present
Job Chief Technology Officer at Fisher Investments
Industry Computer Software
Experience
Fisher Investments July 2011 - Present
Fisher Investments December 2006 - June 2011
Save Mart Supermarkets October 2002 - November 2006
Documentum March 2001 - September 2002
Total Health and Productivity - thap April 1999 - February 2001
Adecco August 1995 - March 1999
Provigo Market Wholesale Grocey June 1993 - July 1995
Independent Construction Company, Paving and Grading February 1989 - May 1993
The McCosker Corporation October 1984 - March 1989
Earl and Wright Consulting Engineers July 1977 - September 1984
Skills
Composite Software..., Microsoft Dynamics 2011..., ASP.NET AJAX, C#, VB.NET, Microsoft SQL Server, Oracle 10g, Microsoft Office..., Cognos 10, Microsoft Reporting..., AgilePoint, K2 Blackpearl, Apache, IIS, Kofax, Data Encryption, Data Obfuscation, UML, Enterprise Data Modeling, Database Design, Big Data, Embarcadero, Erwin, DotNetNuke, Large Scale Data..., iCIMS Recruiting, Workday Human Capital..., Great Plains Software, AS400 Administration, Blade Technology, Hitachi SAN, Microsoft Exchange, Microsoft Operating..., Citrix Metaframe, SAP Business Planning..., Full SDLC, Agile Methodologies, Crystal Reports, Oracle, Databases, Cognos, Data Warehousing
Education
Menlo College
Associate of Arts (A.A.), Civil Engineering
San Francisco State University
Fisher Investments July 2011 - Present
Fisher Investments December 2006 - June 2011
Save Mart Supermarkets October 2002 - November 2006
Documentum March 2001 - September 2002
Total Health and Productivity - thap April 1999 - February 2001
Adecco August 1995 - March 1999
Provigo Market Wholesale Grocey June 1993 - July 1995
Independent Construction Company, Paving and Grading February 1989 - May 1993
The McCosker Corporation October 1984 - March 1989
Earl and Wright Consulting Engineers July 1977 - September 1984
Skills
Composite Software..., Microsoft Dynamics 2011..., ASP.NET AJAX, C#, VB.NET, Microsoft SQL Server, Oracle 10g, Microsoft Office..., Cognos 10, Microsoft Reporting..., AgilePoint, K2 Blackpearl, Apache, IIS, Kofax, Data Encryption, Data Obfuscation, UML, Enterprise Data Modeling, Database Design, Big Data, Embarcadero, Erwin, DotNetNuke, Large Scale Data..., iCIMS Recruiting, Workday Human Capital..., Great Plains Software, AS400 Administration, Blade Technology, Hitachi SAN, Microsoft Exchange, Microsoft Operating..., Citrix Metaframe, SAP Business Planning..., Full SDLC, Agile Methodologies, Crystal Reports, Oracle, Databases, Cognos, Data Warehousing
Education
Menlo College
Associate of Arts (A.A.), Civil Engineering
San Francisco State University
Deniz Onder's Fisher Investments Experience December 2014 - Present
Job Regional Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments December 2014 - Present
Canaccord Genuity Wealth Management (Canada) July 2007 - November 2014
Hampton Securities June 2002 - July 2007
Education
McGill University 1986 — 1988
MBA, Finance/International Business
Concordia University 1983 — 1986
Bachelor of Commerce (BCom), Economics/Marketing
Fisher Investments December 2014 - Present
Canaccord Genuity Wealth Management (Canada) July 2007 - November 2014
Hampton Securities June 2002 - July 2007
Education
McGill University 1986 — 1988
MBA, Finance/International Business
Concordia University 1983 — 1986
Bachelor of Commerce (BCom), Economics/Marketing
Sara (Fulp-Allen) Bahoura Sara (Fulp-Allen) Bahoura's Fisher Investments Experience January 2007 - May 2007
Job Director of Revenue Cycle Management at G6 Genomics
Industry Hospital & Health Care
Experience
g6 GENOMICS+ June 2014 - Present
Morgan Stanley Wealth Management October 2011 - November 2012
USA Wrestling June 2004 - January 2012
Fisher Investments January 2007 - May 2007
Skills
Budgets, Training, Event Planning, Management, Childcare, Athletics, Customer Service, Public Speaking, Microsoft Office, Social Networking
Education
University of Colorado Colorado Springs 2008 — 2012
Master's Degree, MBA, Business Administration and Management
Menlo College 2003 — 2007
BS Management, International Management
g6 GENOMICS+ June 2014 - Present
Morgan Stanley Wealth Management October 2011 - November 2012
USA Wrestling June 2004 - January 2012
Fisher Investments January 2007 - May 2007
Skills
Budgets, Training, Event Planning, Management, Childcare, Athletics, Customer Service, Public Speaking, Microsoft Office, Social Networking
Education
University of Colorado Colorado Springs 2008 — 2012
Master's Degree, MBA, Business Administration and Management
Menlo College 2003 — 2007
BS Management, International Management
Spencer Clayton Spencer Clayton's Fisher Investments Experience July 2014 - Present
Job Account Executive at Fisher Investments
Industry Sports
Experience
Fisher Investments July 2014 - Present
Sacramento Kings October 2013 - June 2014
IMG Learfield Ticket Solutions May 2013 - December 2013
UC Davis June 2012 - September 2013
adidas May 2013 - August 2013
Mt. Hood Community College August 2010 - June 2012
Finish Line March 2010 - September 2010
Brigham Young University July 2009 - August 2009
The Church of Jesus Christ of Latter-day Saints June 2007 - June 2009
Skills
Highly personable, Problem Solving, Retail, Sales, Dependable Team Player, Sports Merchandise Sales, Close Attention to..., Athletics, Work Ethic, Sports, Ticket Sales, Social Networking, Facebook, Sports Management
Education
University of California, Davis 2012 — 2014
Bachelor of Science (BS), Communications
Mt. Hood Community College 2010 — 2012
Camas High 2002 — 2006
Fisher Investments July 2014 - Present
Sacramento Kings October 2013 - June 2014
IMG Learfield Ticket Solutions May 2013 - December 2013
UC Davis June 2012 - September 2013
adidas May 2013 - August 2013
Mt. Hood Community College August 2010 - June 2012
Finish Line March 2010 - September 2010
Brigham Young University July 2009 - August 2009
The Church of Jesus Christ of Latter-day Saints June 2007 - June 2009
Skills
Highly personable, Problem Solving, Retail, Sales, Dependable Team Player, Sports Merchandise Sales, Close Attention to..., Athletics, Work Ethic, Sports, Ticket Sales, Social Networking, Facebook, Sports Management
Education
University of California, Davis 2012 — 2014
Bachelor of Science (BS), Communications
Mt. Hood Community College 2010 — 2012
Camas High 2002 — 2006
Julia Huffman Julia Huffman's Fisher Investments Experience March 2015 - Present
Job 401(k) Solutions Sales Support Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments March 2015 - Present
Fisher Investments July 2014 - March 2015
Fisher Investments August 2012 - July 2014
Oregon Parks and Recreation June 2012 - August 2012
Linfield College September 2009 - May 2012
Portland Music Awards January 2011 - January 2012
Oregon Parks & Recreation - State Fair Division May 2011 - September 2011
Education
Linfield College 2008 — 2012
Bachelor of Science (B.S.), Finance and Economics
Fisher Investments March 2015 - Present
Fisher Investments July 2014 - March 2015
Fisher Investments August 2012 - July 2014
Oregon Parks and Recreation June 2012 - August 2012
Linfield College September 2009 - May 2012
Portland Music Awards January 2011 - January 2012
Oregon Parks & Recreation - State Fair Division May 2011 - September 2011
Education
Linfield College 2008 — 2012
Bachelor of Science (B.S.), Finance and Economics
Armen Attallah Armen Attallah's Fisher Investments Experience January 2007 - April 2008
Job New Business Case Manager at AssetMark Trust Co. (formerly Genworth Financial)
Industry Investment Management
Experience
AssetMark Trust Co. (formerly Genworth Financial) December 2011 - Present
Genworth Financial April 2008 - December 2011
Fisher Investments January 2007 - April 2008
Fisher Investments June 2005 - January 2007
Skills
Series 6, Spanish translation, Photoshop, MS Project, Project Coordinating, Excel, PowerPoint, Presenter, Team Leadership, Customer Service, Phone Skills, Collaborative Problem..., Training & Development, Project Management, Sales, FINRA, Relationship Management, Microsoft Excel, Financial Services, Investments, Leadership, Management, Mutual Funds, Process Improvement, Risk Management, Financial Analysis
Education
San Francisco State University 2002 — 2005
Bachelor of Science (BS), Finance and Financial Management Services
Los Angeles Valley College 2000 — 2002
Associate's degree, General Studies
AssetMark Trust Co. (formerly Genworth Financial) December 2011 - Present
Genworth Financial April 2008 - December 2011
Fisher Investments January 2007 - April 2008
Fisher Investments June 2005 - January 2007
Skills
Series 6, Spanish translation, Photoshop, MS Project, Project Coordinating, Excel, PowerPoint, Presenter, Team Leadership, Customer Service, Phone Skills, Collaborative Problem..., Training & Development, Project Management, Sales, FINRA, Relationship Management, Microsoft Excel, Financial Services, Investments, Leadership, Management, Mutual Funds, Process Improvement, Risk Management, Financial Analysis
Education
San Francisco State University 2002 — 2005
Bachelor of Science (BS), Finance and Financial Management Services
Los Angeles Valley College 2000 — 2002
Associate's degree, General Studies
Marissa Van Diest's Fisher Investments Experience February 2013 - Present
Job Investment Counselor at Fisher Investments
Industry Investment Management
Experience
Fisher Investments February 2013 - Present
Education
Linfield College 2007 — 2011
BS, Finance and Spanish
Fisher Investments February 2013 - Present
Education
Linfield College 2007 — 2011
BS, Finance and Spanish
Bryan Dalesandro, CFP® Bryan Dalesandro, CFP®'s Fisher Investments Experience July 2001 - January 2005
Job Director at Concentus Wealth Advisors
Industry Financial Services
Experience
Concentus Wealth Advisors November 2014 - Present
CMS Companies January 2006 - March 2014
Citco Fund Services February 2005 - December 2005
Fisher Investments July 2001 - January 2005
AXA Advisors October 1999 - June 2001
PFPC May 1996 - September 1999
Skills
Investments, Asset Allocation, Wealth Management, Alternative Investments, Financial Services, Strategic Financial..., Estate Planning, Portfolio Management, Investment Strategies, Insurance, Retirement Planning, Finance, Investment Advisory, Financial Advisory, Wealth
Education
Saint Joseph's University
Master of Science (M.S.), Financial Services
Lycoming College 1991 — 1995
Bachelor of Arts (B.A.), Finance, Economics, & Accounting
The American College
Concentus Wealth Advisors November 2014 - Present
CMS Companies January 2006 - March 2014
Citco Fund Services February 2005 - December 2005
Fisher Investments July 2001 - January 2005
AXA Advisors October 1999 - June 2001
PFPC May 1996 - September 1999
Skills
Investments, Asset Allocation, Wealth Management, Alternative Investments, Financial Services, Strategic Financial..., Estate Planning, Portfolio Management, Investment Strategies, Insurance, Retirement Planning, Finance, Investment Advisory, Financial Advisory, Wealth
Education
Saint Joseph's University
Master of Science (M.S.), Financial Services
Lycoming College 1991 — 1995
Bachelor of Arts (B.A.), Finance, Economics, & Accounting
The American College
Jeff Shaughnessy Jeff Shaughnessy's Fisher Investments Experience August 2007 - June 2008
Job Economic Advisor at San Diego Gas & Electric
Industry Utilities
Experience
San Diego Gas & Electric October 2014 - Present
San Diego Gas & Electric March 2013 - Present
San Diego Gas & Electric May 2011 - April 2013
United English August 2008 - June 2010
Fisher Investments August 2007 - June 2008
Education
San Diego State University-California State University 2010 — 2011
Master of Arts (MA), Economics
Michigan State University 2003 — 2007
Bachelor of Arts (BA), Finance, General
San Diego Gas & Electric October 2014 - Present
San Diego Gas & Electric March 2013 - Present
San Diego Gas & Electric May 2011 - April 2013
United English August 2008 - June 2010
Fisher Investments August 2007 - June 2008
Education
San Diego State University-California State University 2010 — 2011
Master of Arts (MA), Economics
Michigan State University 2003 — 2007
Bachelor of Arts (BA), Finance, General
Andrew Hipke's Fisher Investments Experience June 2015 - Present
Job Capital Markets Intern at Fisher Investments
Industry Investment Management
Experience
Fisher Investments June 2015 - Present
Aerie Preferred Financial Group July 2014 - February 2015
Wisconsin State Capitol September 2013 - March 2014
CoVantage Credit Union June 2013 - January 2014
White Lake Market June 2008 - June 2013
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Windows, Sales, Budgets, Customer Satisfaction, Windows 7, Teamwork, Economics, Finance, Banking
Education
University of Wisconsin-Madison 2012 — 2016
Northcentral Technical College 2011 — 2012
Fisher Investments June 2015 - Present
Aerie Preferred Financial Group July 2014 - February 2015
Wisconsin State Capitol September 2013 - March 2014
CoVantage Credit Union June 2013 - January 2014
White Lake Market June 2008 - June 2013
Skills
Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Windows, Sales, Budgets, Customer Satisfaction, Windows 7, Teamwork, Economics, Finance, Banking
Education
University of Wisconsin-Madison 2012 — 2016
Northcentral Technical College 2011 — 2012
B Hack's Fisher Investments Experience August 2012 - December 2013
Job Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2012 - December 2013
Fisher Investments April 2010 - August 2012
Fisher Investments January 2008 - April 2010
Fisher Investments March 2006 - January 2008
Southern Wine & Spirits January 2003 - January 2006
Skills
Human Resources, HR Policies, Interviews, Employee Training, Hiring, Coaching, Leadership, Leadership Development, Financial Services, Relationship Management, Financial Analysis, Stock Management, Stock Market, Financial Markets
Education
Monterey Peninsula College
UC Berkeley
Fisher Investments August 2012 - December 2013
Fisher Investments April 2010 - August 2012
Fisher Investments January 2008 - April 2010
Fisher Investments March 2006 - January 2008
Southern Wine & Spirits January 2003 - January 2006
Skills
Human Resources, HR Policies, Interviews, Employee Training, Hiring, Coaching, Leadership, Leadership Development, Financial Services, Relationship Management, Financial Analysis, Stock Management, Stock Market, Financial Markets
Education
Monterey Peninsula College
UC Berkeley
Kelly (O'Connell) Bray's Fisher Investments Experience July 2007 - December 2007
Job Director, Renewal and Corporate Sales at Box
Industry Information Technology and Services
Experience
Box February 2014 - Present
Box October 2013 - March 2014
Box July 2012 - February 2014
Box August 2011 - July 2012
SHI January 2011 - July 2011
ServiceSource September 2010 - January 2011
ServiceSource September 2009 - September 2010
ServiceSource March 2008 - September 2009
Fisher Investments July 2007 - December 2007
Fisher Investments July 2007 - December 2007
Skills
Salesforce.com
Education
University of Colorado Boulder 2003 — 2007
B.S. degree in Business Administration, Marketing, Economics
University of Colorado Boulder - Leeds School of Business
B.S. degree, Business Administration; an emphasis in Marketing; Business
Macquarie University
Box February 2014 - Present
Box October 2013 - March 2014
Box July 2012 - February 2014
Box August 2011 - July 2012
SHI January 2011 - July 2011
ServiceSource September 2010 - January 2011
ServiceSource September 2009 - September 2010
ServiceSource March 2008 - September 2009
Fisher Investments July 2007 - December 2007
Fisher Investments July 2007 - December 2007
Skills
Salesforce.com
Education
University of Colorado Boulder 2003 — 2007
B.S. degree in Business Administration, Marketing, Economics
University of Colorado Boulder - Leeds School of Business
B.S. degree, Business Administration; an emphasis in Marketing; Business
Macquarie University
Ralph Dillon Ralph Dillon's Fisher Investments Experience 2007 - 2007
Job Vice President Institutional Sales at Global Financial Data
Industry Financial Services
Experience
Global Financial Data March 2012 - May 2014
TRANSAMERICA CAPITAL, INC March 2008 - 2010
Fisher Investments 2007 - 2007
MetLife Investors January 1998 - January 2006
The Hartford 2005 - 2006
Skills
Series 63, Series 7, Mutual Funds, Fixed Annuities, Alternative Investments, Retirement, Asset Allocation, Series 24, Separately Managed..., Investment Advisory, Retirement Planning, Asset Managment, Wealth Management, Financial Advisory, Series 6, Investment Strategies
Education
Monmouth University 1989 — 1993
BA, Communication/Marketing
NASD 7,63,65. Ca Lic#0c90407
Global Financial Data March 2012 - May 2014
TRANSAMERICA CAPITAL, INC March 2008 - 2010
Fisher Investments 2007 - 2007
MetLife Investors January 1998 - January 2006
The Hartford 2005 - 2006
Skills
Series 63, Series 7, Mutual Funds, Fixed Annuities, Alternative Investments, Retirement, Asset Allocation, Series 24, Separately Managed..., Investment Advisory, Retirement Planning, Asset Managment, Wealth Management, Financial Advisory, Series 6, Investment Strategies
Education
Monmouth University 1989 — 1993
BA, Communication/Marketing
NASD 7,63,65. Ca Lic#0c90407
Marisa Iverson, CPA Marisa Iverson, CPA's Fisher Investments Experience August 2015 - Present
Job Billing Operations Team Leader
Industry Financial Services
Experience
Fisher Investments August 2015 - Present
Fisher Investments December 2014 - July 2015
Fisher Investments January 2014 - December 2014
KPMG January 2012 - December 2013
KPMG Advisory June 2011 - August 2011
Skills
Accounting, Internal Controls, Risk Analysis, Financial Analysis, Process Improvement, Project Management, Business Process..., Auditing, Financial Accounting, Internal Audit, Microsoft Project, Financial Reporting, GAAP, Sarbanes-Oxley, Business Writing, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft PowerPoint, Risk Assessment, Account Reconciliation
Education
Portland State University - School of Business 2009 — 2011
Post-Baccalaureate Accounting Certificate
Linfield College 2002 — 2006
Bachelor of Science
Fisher Investments August 2015 - Present
Fisher Investments December 2014 - July 2015
Fisher Investments January 2014 - December 2014
KPMG January 2012 - December 2013
KPMG Advisory June 2011 - August 2011
Skills
Accounting, Internal Controls, Risk Analysis, Financial Analysis, Process Improvement, Project Management, Business Process..., Auditing, Financial Accounting, Internal Audit, Microsoft Project, Financial Reporting, GAAP, Sarbanes-Oxley, Business Writing, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft PowerPoint, Risk Assessment, Account Reconciliation
Education
Portland State University - School of Business 2009 — 2011
Post-Baccalaureate Accounting Certificate
Linfield College 2002 — 2006
Bachelor of Science
Kevin Duerr Kevin Duerr's Fisher Investments Experience April 2013 - August 2014
Job Client Operations Team Leader
Industry Financial Services
Experience
Fisher Investments April 2013 - August 2014
Fisher Investments June 2011 - April 2013
Salem Police Department September 2010 - May 2011
Bookbyte.com January 2010 - February 2010
Linfield College June 2008 - August 2008
Duerr Evaluation Resources June 2002 - August 2007
Education
Linfield College 2005 — 2009
BA, International Business (Minor: German)
Fisher Investments April 2013 - August 2014
Fisher Investments June 2011 - April 2013
Salem Police Department September 2010 - May 2011
Bookbyte.com January 2010 - February 2010
Linfield College June 2008 - August 2008
Duerr Evaluation Resources June 2002 - August 2007
Education
Linfield College 2005 — 2009
BA, International Business (Minor: German)
Curt Sawyer Curt Sawyer's Fisher Investments Experience 2000 - 2007
Job Wealth Manager
Industry Investment Management
Experience
Sawyer Capital Management February 2007 - Present
Mizzou Tiger Club St Louis 2010 - Present
Webster University 2010 - Present
Fisher Investments 2000 - 2007
Fidelity Investments 1993 - 2000
Skills
Annuities, Retirement Planning, Investments, Financial Planning, Asset Management, Fixed Income, Mutual Funds, Portfolio Management, Asset Allocation, Bonds, Wealth Management, Economics, Securities, Investment Advisory, Equities, Risk Management, Investment Strategies, Long Term Care, Retirement, 401k, Insurance, Series 7, Strategic Financial..., Investment Management, Fixed Annuities, Asset Managment, Alternative Investments, Wealth Management...
Education
Loyola University New Orleans 1995 — 1998
MBA, Financial Planning
University of Missouri-Columbia, College of Business 1984 — 1988
Bachelors, Economics
Sawyer Capital Management February 2007 - Present
Mizzou Tiger Club St Louis 2010 - Present
Webster University 2010 - Present
Fisher Investments 2000 - 2007
Fidelity Investments 1993 - 2000
Skills
Annuities, Retirement Planning, Investments, Financial Planning, Asset Management, Fixed Income, Mutual Funds, Portfolio Management, Asset Allocation, Bonds, Wealth Management, Economics, Securities, Investment Advisory, Equities, Risk Management, Investment Strategies, Long Term Care, Retirement, 401k, Insurance, Series 7, Strategic Financial..., Investment Management, Fixed Annuities, Asset Managment, Alternative Investments, Wealth Management...
Education
Loyola University New Orleans 1995 — 1998
MBA, Financial Planning
University of Missouri-Columbia, College of Business 1984 — 1988
Bachelors, Economics
Abraham White Abraham White's Fisher Investments Experience June 2008 - August 2008
Job Press Secretary at U.S. House of Representatives
Industry Political Organization
Experience
United States Senate August 2013 - January 2015
Iowa Democratic Party September 2014 - November 2014
Center for American Progress October 2011 - August 2013
United States Senate August 2011 - October 2011
Kathy Hochul for Congress May 2011 - May 2011
EMILY's List April 2011 - May 2011
Friends of Barbara Boxer July 2010 - November 2010
UC San Diego September 2007 - June 2009
Fisher Investments June 2008 - August 2008
Skills
Politics, Strategic Communications, Press, Social Media, Rapid Response, Press Releases, New Media, Policy Analysis, Higher Education Policy, Political Campaigns, Political Communication, Speech Writing, Coalitions, Public Policy, Media Relations
Education
University of California, San Diego 2007 — 2010
Bachelor's of Arts, Economics
Los Angeles Pierce College 2004 — 2007
Associate of Arts, Liberal Arts
United States Senate August 2013 - January 2015
Iowa Democratic Party September 2014 - November 2014
Center for American Progress October 2011 - August 2013
United States Senate August 2011 - October 2011
Kathy Hochul for Congress May 2011 - May 2011
EMILY's List April 2011 - May 2011
Friends of Barbara Boxer July 2010 - November 2010
UC San Diego September 2007 - June 2009
Fisher Investments June 2008 - August 2008
Skills
Politics, Strategic Communications, Press, Social Media, Rapid Response, Press Releases, New Media, Policy Analysis, Higher Education Policy, Political Campaigns, Political Communication, Speech Writing, Coalitions, Public Policy, Media Relations
Education
University of California, San Diego 2007 — 2010
Bachelor's of Arts, Economics
Los Angeles Pierce College 2004 — 2007
Associate of Arts, Liberal Arts
Jared M Kahn's Fisher Investments Experience Financial Analyst InternshipMassachusetts College of Liberal ArtsSeptember 2014 - December 2014
Job Account Executive at Fisher Investments
Industry Financial Services
Experience
Fisher Investments Financial Analyst InternshipMassachusetts College of Liberal ArtsSeptember 2014 - December 2014
Lever INC June 2014 - November 2014
Hauxin Trading Company August 2013 - December 2013
Massachusetts College of Liberal Arts 2013 - 2013
Skills
Business Strategy, Economics, PowerPoint, Project Management, Customer Service, Finance, Business Intelligence, Software Documentation, Business, Analysis, People Skills, Marketing, Determination to Succeed, Sales, Higher Education, Public Speaking, Microsoft Excel, Event Planning, Microsoft Word, Leadership, Research, Microsoft Office, Teamwork
Education
Shanghai University of International Business and Economics 2013 — 2014
International Business/International Relations
Massachusetts College of Liberal Arts 2012 — 2014
Bachelor of Business Administration, International Business, GPA- 3.52
Fisher Investments Financial Analyst InternshipMassachusetts College of Liberal ArtsSeptember 2014 - December 2014
Lever INC June 2014 - November 2014
Hauxin Trading Company August 2013 - December 2013
Massachusetts College of Liberal Arts 2013 - 2013
Skills
Business Strategy, Economics, PowerPoint, Project Management, Customer Service, Finance, Business Intelligence, Software Documentation, Business, Analysis, People Skills, Marketing, Determination to Succeed, Sales, Higher Education, Public Speaking, Microsoft Excel, Event Planning, Microsoft Word, Leadership, Research, Microsoft Office, Teamwork
Education
Shanghai University of International Business and Economics 2013 — 2014
International Business/International Relations
Massachusetts College of Liberal Arts 2012 — 2014
Bachelor of Business Administration, International Business, GPA- 3.52
Kalee-Rose Curtin's Fisher Investments Experience June 2012 - July 2013
Job Management Trainee at Cintas
Industry Management Consulting
Experience
Cintas June 2014 - Present
Miami University August 2011 - Present
Fisher Investments June 2012 - July 2013
Miami University 2012 - 2013
Push May 2012 - August 2012
Forever 21 May 2012 - August 2012
Skills
Text Editing, Political Science, Microsoft Excel, Microsoft Word, PowerPoint development, Policy Analysis, Political Systems, Political Management, English Composition, Analyst Relations, Communication, Business Development, Public Speaking
Education
Miami University 2010 — 2014
Bachelor of Arts (B.A.) & Bachelor of Science (B.S.), English Language and Literature & Public Administration
Cintas June 2014 - Present
Miami University August 2011 - Present
Fisher Investments June 2012 - July 2013
Miami University 2012 - 2013
Push May 2012 - August 2012
Forever 21 May 2012 - August 2012
Skills
Text Editing, Political Science, Microsoft Excel, Microsoft Word, PowerPoint development, Policy Analysis, Political Systems, Political Management, English Composition, Analyst Relations, Communication, Business Development, Public Speaking
Education
Miami University 2010 — 2014
Bachelor of Arts (B.A.) & Bachelor of Science (B.S.), English Language and Literature & Public Administration
Charles Donahue Charles Donahue's Fisher Investments Experience December 2005 - March 2009
Job Financial Organizer (Wealth Manager)
Industry Financial Services
Experience
Synchronized Wealth March 2009 - Present
Fisher Investments December 2005 - March 2009
Future Nissan 2000 - 2005
Future Nissan 2000 - 2005
Future Nissan 2000 - 2005
Skills
Series 65, Portfolio Management, Mutual Funds, Finance, Asset Management, Wealth Management, Asset Allocation, Investment Strategies, Series 7, Wealth, Equities, Insurance, Strategic Financial..., Investment Advisory, Investment Management, Securities, Fixed Income, Wealth Management..., Financial Modeling, Alternative Investments, 401k, Retirement Planning, Financial Advisory, Series 63, Investments, Bonds, Retirement, Estate Planning
Education
Marquette University 1987 — 1991
Mech. Eng.
Synchronized Wealth March 2009 - Present
Fisher Investments December 2005 - March 2009
Future Nissan 2000 - 2005
Future Nissan 2000 - 2005
Future Nissan 2000 - 2005
Skills
Series 65, Portfolio Management, Mutual Funds, Finance, Asset Management, Wealth Management, Asset Allocation, Investment Strategies, Series 7, Wealth, Equities, Insurance, Strategic Financial..., Investment Advisory, Investment Management, Securities, Fixed Income, Wealth Management..., Financial Modeling, Alternative Investments, 401k, Retirement Planning, Financial Advisory, Series 63, Investments, Bonds, Retirement, Estate Planning
Education
Marquette University 1987 — 1991
Mech. Eng.
Heather Fulton Heather Fulton's Fisher Investments Experience May 2014 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2014 - Present
Trust Company of the Ozarks January 2011 - January 2014
Trust Company of the Ozarks June 2010 - December 2010
Missouri State University August 2008 - March 2010
Virginia Tech August 2006 - March 2008
Skills
Investments, Mutual Funds, Microsoft Office, Microsoft Excel, Event Planning, PowerPoint, Credit, Financial Analysis, Bonds, Event Management
Education
Missouri State University 2008 — 2010
Bachelor of Science, Finance, Accounting
Virginia Polytechnic Institute and State University - Pamplin College of Business 2006 — 2008
Finance, Accounting
Fisher Investments May 2014 - Present
Trust Company of the Ozarks January 2011 - January 2014
Trust Company of the Ozarks June 2010 - December 2010
Missouri State University August 2008 - March 2010
Virginia Tech August 2006 - March 2008
Skills
Investments, Mutual Funds, Microsoft Office, Microsoft Excel, Event Planning, PowerPoint, Credit, Financial Analysis, Bonds, Event Management
Education
Missouri State University 2008 — 2010
Bachelor of Science, Finance, Accounting
Virginia Polytechnic Institute and State University - Pamplin College of Business 2006 — 2008
Finance, Accounting
Chai Lisk Chai Lisk's Fisher Investments Experience April 2015 - Present
Job Vice President Client Services at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2015 - Present
Fisher Investments April 2014 - April 2015
Fisher Investments October 2010 - April 2014
Prime Analytics LLC January 2009 - April 2010
Prime International Trading Ltd August 2002 - January 2009
Education
Marquette University 1997 — 2002
BA, Marketing Advertising
Fisher Investments April 2015 - Present
Fisher Investments April 2014 - April 2015
Fisher Investments October 2010 - April 2014
Prime Analytics LLC January 2009 - April 2010
Prime International Trading Ltd August 2002 - January 2009
Education
Marquette University 1997 — 2002
BA, Marketing Advertising
Jessica Gottlieb Jessica Gottlieb's Fisher Investments Experience July 2008 - July 2010
Job Postdoctoral Scholar at Notre Dame Center for STEM Education
Industry Higher Education
Experience
University of Notre Dame September 2014 - Present
University of Illinois at Chicago August 2012 - May 2014
University of Illinois at Chicago January 2011 - May 2013
Kaplan 2011 - 2013
Fisher Investments July 2008 - July 2010
Locke High School August 2006 - June 2008
Skills
Education Policy, Teacher Evaluation, Higher Education, Teaching, SPSS, Research, Data Analysis, Science, Educational Research, Policy Analysis, Public Speaking
Education
University of Illinois at Chicago 2010 — 2014
Doctor of Philosophy (Ph.D.), Policy Studies in Urban Education
Loyola Marymount University 2006 — 2008
Master of Arts (M.A.), Secondary Education
University of Southern California 2002 — 2006
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
University of Notre Dame September 2014 - Present
University of Illinois at Chicago August 2012 - May 2014
University of Illinois at Chicago January 2011 - May 2013
Kaplan 2011 - 2013
Fisher Investments July 2008 - July 2010
Locke High School August 2006 - June 2008
Skills
Education Policy, Teacher Evaluation, Higher Education, Teaching, SPSS, Research, Data Analysis, Science, Educational Research, Policy Analysis, Public Speaking
Education
University of Illinois at Chicago 2010 — 2014
Doctor of Philosophy (Ph.D.), Policy Studies in Urban Education
Loyola Marymount University 2006 — 2008
Master of Arts (M.A.), Secondary Education
University of Southern California 2002 — 2006
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
Carroll W. Bill Hayes Carroll W. Bill Hayes's Fisher Investments Experience 2000 - 2002
Job Principal Charles Carroll Financial Partners
Industry Financial Services
Experience
Charles Carroll Financial Partners 2008 - Present
Fidelity Investments 2002 - 2008
Fisher Investments 2000 - 2002
Fidelity Investments 1992 - 2000
Skills
Wealth Management, Retirement, Investment Management, Investment Advisory, Strategic Financial..., Business Retirement..., Asset Managment, Estate Planning, Real Estate Management
Education
Suffolk University - Sawyer Business School 2002 — 2004
MBA, Finance
Marquette University
BA, Political Science
Charles Carroll Financial Partners 2008 - Present
Fidelity Investments 2002 - 2008
Fisher Investments 2000 - 2002
Fidelity Investments 1992 - 2000
Skills
Wealth Management, Retirement, Investment Management, Investment Advisory, Strategic Financial..., Business Retirement..., Asset Managment, Estate Planning, Real Estate Management
Education
Suffolk University - Sawyer Business School 2002 — 2004
MBA, Finance
Marquette University
BA, Political Science
Emily Estes Emily Estes's Fisher Investments Experience May 2012 - February 2014
Job Onboarding Coordinator Facebook
Industry Human Resources
Experience
Facebook February 2014 - Present
Fisher Investments May 2012 - February 2014
Fisher Investments December 2011 - May 2012
Menlo College August 2010 - May 2012
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Accounting, PowerPoint, Investments, Research, Banking, Public Relations, Business Strategy, Management, Leadership, Public Speaking, Project Management, Close Attention to..., Sales Operations, Marketing, Training
Education
Menlo College 2008 — 2013
Bachelor's degree, Business Adminstration with a Concentration in Finance
Facebook February 2014 - Present
Fisher Investments May 2012 - February 2014
Fisher Investments December 2011 - May 2012
Menlo College August 2010 - May 2012
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Accounting, PowerPoint, Investments, Research, Banking, Public Relations, Business Strategy, Management, Leadership, Public Speaking, Project Management, Close Attention to..., Sales Operations, Marketing, Training
Education
Menlo College 2008 — 2013
Bachelor's degree, Business Adminstration with a Concentration in Finance
Brian S. Whatley's Fisher Investments Experience August 2015 - Present
Job Investment Counsellor
Industry Financial Services
Experience
Fisher Investments August 2015 - Present
Personal Capital June 2014 - April 2015
Wells Fargo Advisors December 2007 - May 2014
Wells Fargo October 2005 - May 2014
U.S. Bank December 2010 - February 2013
Education
New Orleans Baptist Theological Seminary 2002 — 2005
Bachelor's degree, Christian Studies
Fisher Investments August 2015 - Present
Personal Capital June 2014 - April 2015
Wells Fargo Advisors December 2007 - May 2014
Wells Fargo October 2005 - May 2014
U.S. Bank December 2010 - February 2013
Education
New Orleans Baptist Theological Seminary 2002 — 2005
Bachelor's degree, Christian Studies
Chelsea Fauria's Fisher Investments Experience September 2015 - Present
Job RFP Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2015 - Present
Fisher Investments October 2014 - September 2015
Catholic Institute of Education October 2013 - November 2013
McCarthy & Holthus LLP February 2011 - August 2013
Education
Loyola University of Chicago 2013 — 2014
Master of Business Administration (M.B.A.), International Business, 3.63
Western Washington University 2008 — 2012
Bachelor of Arts (BA), Research and Experimental Psychology
Mater Dei High School 2004 — 2008
High School
Fisher Investments September 2015 - Present
Fisher Investments October 2014 - September 2015
Catholic Institute of Education October 2013 - November 2013
McCarthy & Holthus LLP February 2011 - August 2013
Education
Loyola University of Chicago 2013 — 2014
Master of Business Administration (M.B.A.), International Business, 3.63
Western Washington University 2008 — 2012
Bachelor of Arts (BA), Research and Experimental Psychology
Mater Dei High School 2004 — 2008
High School
Haley Reutimann's Fisher Investments Experience June 2015 - Present
Job Research Content & Communications Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2015 - Present
Fisher Investments September 2014 - May 2015
Fisher Investments October 2013 - August 2014
PRR June 2012 - October 2013
Promotions West May 2011 - August 2011
Museum of the Rockies May 2010 - August 2010
Seattle Mariners May 2009 - August 2009
Skills
Public Relations, Microsoft Excel, Advertising, Editing, Budgets, Marketing, Investing, Strategic Communications, Team Leadership, Social Media, Data Management, Data Analysis, Fundraising
Education
Montana State University-Bozeman 2008 — 2012
Bachelor of Science (B.S.), Finance, Minor Economics
Fisher Investments June 2015 - Present
Fisher Investments September 2014 - May 2015
Fisher Investments October 2013 - August 2014
PRR June 2012 - October 2013
Promotions West May 2011 - August 2011
Museum of the Rockies May 2010 - August 2010
Seattle Mariners May 2009 - August 2009
Skills
Public Relations, Microsoft Excel, Advertising, Editing, Budgets, Marketing, Investing, Strategic Communications, Team Leadership, Social Media, Data Management, Data Analysis, Fundraising
Education
Montana State University-Bozeman 2008 — 2012
Bachelor of Science (B.S.), Finance, Minor Economics
Michelle Brownstein, CFP® Michelle Brownstein, CFP®'s Fisher Investments Experience January 2010 - November 2011
Job Senior Vice President at Personal Capital, Private Client Group
Industry Financial Services
Experience
Personal Capital December 2011 - Present
Fisher Investments January 2010 - November 2011
Fisher Investments October 2008 - December 2009
Fisher Investments July 2008 - October 2008
Fisher Investments August 2007 - July 2008
Skills
Developing Client..., Mentoring, Equities, Fixed Income, Customer Presentations, Inside Sales, Acquisition Integration, Series 65, Wealth Management, Relationship Management, Financial Services, Investment Strategies, CRM, Due Diligence, Strategy, Investments, Mergers, Mergers & Acquisitions, Asset Management, Financial Analysis
Education
New York University 2014 — 2014
Certified Financial Planning Certification
UCLA 2003 — 2007
Economics, Economics & Political Science
Personal Capital December 2011 - Present
Fisher Investments January 2010 - November 2011
Fisher Investments October 2008 - December 2009
Fisher Investments July 2008 - October 2008
Fisher Investments August 2007 - July 2008
Skills
Developing Client..., Mentoring, Equities, Fixed Income, Customer Presentations, Inside Sales, Acquisition Integration, Series 65, Wealth Management, Relationship Management, Financial Services, Investment Strategies, CRM, Due Diligence, Strategy, Investments, Mergers, Mergers & Acquisitions, Asset Management, Financial Analysis
Education
New York University 2014 — 2014
Certified Financial Planning Certification
UCLA 2003 — 2007
Economics, Economics & Political Science
Alex J. Deng Alex J. Deng's Fisher Investments Experience August 2014 - Present
Job Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2014 - Present
Fisher Investments April 2013 - Present
Fisher Investments May 2011 - April 2013
The Financial Strategies Corporation of Michigan December 2008 - March 2011
The Southwestern Company August 2007 - August 2008
The Southwestern Company May 2007 - August 2007
Skills
Sales, Microsoft Office, Sales Management, Telephone Skills, Spreadsheets
Education
Michigan State University
Bachelor, Finance
The Eli Broad College of Business
Bachelor of Arts, Finance
Fisher Investments August 2014 - Present
Fisher Investments April 2013 - Present
Fisher Investments May 2011 - April 2013
The Financial Strategies Corporation of Michigan December 2008 - March 2011
The Southwestern Company August 2007 - August 2008
The Southwestern Company May 2007 - August 2007
Skills
Sales, Microsoft Office, Sales Management, Telephone Skills, Spreadsheets
Education
Michigan State University
Bachelor, Finance
The Eli Broad College of Business
Bachelor of Arts, Finance
Jonathan Ochoa Jonathan Ochoa's Fisher Investments Experience September 2012 - July 2013
Job Co Founder at HigherMoon Clothing
Industry Apparel & Fashion
Experience
Higher Moon Clothing July 2013 - Present
The Honest Company August 2014 - June 2015
The Honest Company September 2013 - August 2014
Fisher Investments September 2012 - July 2013
Fisher Investments December 2011 - January 2013
Menlo College January 2010 - May 2012
Skills
Financial Modeling, Accounting, Microsoft Excel, Economics, Financial Analysis, Marketing, Management, Training, Analysis, Leadership
Education
Menlo College 2008 — 2012
Bachelor of Science (B.S.), Finance
Higher Moon Clothing July 2013 - Present
The Honest Company August 2014 - June 2015
The Honest Company September 2013 - August 2014
Fisher Investments September 2012 - July 2013
Fisher Investments December 2011 - January 2013
Menlo College January 2010 - May 2012
Skills
Financial Modeling, Accounting, Microsoft Excel, Economics, Financial Analysis, Marketing, Management, Training, Analysis, Leadership
Education
Menlo College 2008 — 2012
Bachelor of Science (B.S.), Finance
Joe W. Gibson Joe W. Gibson's Fisher Investments Experience June 2015 - Present
Job Retirement Plan Consultant at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2015 - Present
Mutual of Omaha December 2010 - February 2015
AXA Equitable, LLC June 2005 - July 2010
CPI Qualified Plan Consultants October 2002 - June 2005
AXA Distributors January 2000 - April 2002
FIRST UNION BROKERAGE SERVICES January 1998 - January 2000
Alliance Capital Management September 1993 - September 1998
Merrill Lynch January 1985 - September 1993
Skills
Mutual Funds, Retirement, Retirement Planning, Series 7, Investments, Financial Advisory, Pensions, Fixed Annuities, Financial Services, Insurance, Employee Benefits, 401k, Series 6, Defined Benefit, Series 65, Life Insurance, IRAs, FINRA, Series 63
Education
Mars Hill University 1972 — 1975
Bachelor of Science, Biology
NASD & FINRA
Fisher Investments June 2015 - Present
Mutual of Omaha December 2010 - February 2015
AXA Equitable, LLC June 2005 - July 2010
CPI Qualified Plan Consultants October 2002 - June 2005
AXA Distributors January 2000 - April 2002
FIRST UNION BROKERAGE SERVICES January 1998 - January 2000
Alliance Capital Management September 1993 - September 1998
Merrill Lynch January 1985 - September 1993
Skills
Mutual Funds, Retirement, Retirement Planning, Series 7, Investments, Financial Advisory, Pensions, Fixed Annuities, Financial Services, Insurance, Employee Benefits, 401k, Series 6, Defined Benefit, Series 65, Life Insurance, IRAs, FINRA, Series 63
Education
Mars Hill University 1972 — 1975
Bachelor of Science, Biology
NASD & FINRA
Kyle Ryan, CFP® Kyle Ryan, CFP®'s Fisher Investments Experience July 2008 - December 2008
Job EVP Advisory at Personal Capital
Industry Financial Services
Experience
Personal Capital October 2010 - Present
Merrill Lynch March 2010 - October 2010
Global Link Solutions LLC January 2009 - March 2010
Fisher Investments July 2008 - December 2008
Fisher Investments May 2006 - July 2008
Fisher Investments September 2004 - May 2006
Fisher Investments June 2003 - September 2004
Fisher Investments January 2002 - June 2003
Fisher Investments April 2001 - June 2003
Fisher Investments July 2000 - April 2001
Skills
Fixed Income, Investment Management, Equities, Asset Managment, Series 7, Capital Markets, Trading, Derivatives, Series 65, Sales, Sales Management, Strategy, Management, Recruiting, Consulting, Marketing, Research, Customer Service, Sales Operations, Outside Sales, Wealth Management, Asset Allocation, Investments, Portfolio Management, Investment Advisory, Strategic Financial..., Investment Strategies, Asset Management
Education
University of California, Los Angeles 1998 — 2000
Bachelors, Sociology, College Honors
New York University 2011 — 2012
Certificate, Financial Planning
Personal Capital October 2010 - Present
Merrill Lynch March 2010 - October 2010
Global Link Solutions LLC January 2009 - March 2010
Fisher Investments July 2008 - December 2008
Fisher Investments May 2006 - July 2008
Fisher Investments September 2004 - May 2006
Fisher Investments June 2003 - September 2004
Fisher Investments January 2002 - June 2003
Fisher Investments April 2001 - June 2003
Fisher Investments July 2000 - April 2001
Skills
Fixed Income, Investment Management, Equities, Asset Managment, Series 7, Capital Markets, Trading, Derivatives, Series 65, Sales, Sales Management, Strategy, Management, Recruiting, Consulting, Marketing, Research, Customer Service, Sales Operations, Outside Sales, Wealth Management, Asset Allocation, Investments, Portfolio Management, Investment Advisory, Strategic Financial..., Investment Strategies, Asset Management
Education
University of California, Los Angeles 1998 — 2000
Bachelors, Sociology, College Honors
New York University 2011 — 2012
Certificate, Financial Planning
Sarah Jankosky Sarah Jankosky's Fisher Investments Experience October 2014 - Present
Job 401(k) Solutions Sales Support Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments October 2014 - Present
Four Seasons Hotels and Resorts August 2013 - November 2013
Macy's December 2010 - August 2012
Montgomery College October 2011 - May 2012
Macy's May 2011 - September 2011
American Red Cross June 2010 - August 2010
Pacific Sunwear August 2009 - August 2010
American Red Cross January 2010 - June 2010
Skills
Customer Service, Leadership, Time Management, Teamwork, Retail, Fashion, Sales, Public Speaking, Microsoft Word, Social Networking, Social Media, Microsoft Excel, Facebook, Cashiering, Inventory Management, Management, PowerPoint, Cash Handling Experience
Education
The George Washington University 2012 — 2014
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
The Australian National University 2014 — 2014
Study Abroad
Montgomery College 2011 — 2012
Associates Degree, Business Administration and Management, General
Fisher Investments October 2014 - Present
Four Seasons Hotels and Resorts August 2013 - November 2013
Macy's December 2010 - August 2012
Montgomery College October 2011 - May 2012
Macy's May 2011 - September 2011
American Red Cross June 2010 - August 2010
Pacific Sunwear August 2009 - August 2010
American Red Cross January 2010 - June 2010
Skills
Customer Service, Leadership, Time Management, Teamwork, Retail, Fashion, Sales, Public Speaking, Microsoft Word, Social Networking, Social Media, Microsoft Excel, Facebook, Cashiering, Inventory Management, Management, PowerPoint, Cash Handling Experience
Education
The George Washington University 2012 — 2014
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
The Australian National University 2014 — 2014
Study Abroad
Montgomery College 2011 — 2012
Associates Degree, Business Administration and Management, General
Keith Hudson's Fisher Investments Experience May 2014 - November 2014
Job Financial Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation November 2014 - Present
Fisher Investments May 2014 - November 2014
Charles Schwab, Charles Schwab Bank November 2013 - May 2014
Charles Schwab, Charles Schwab Bank April 2002 - May 2014
Charles Schwab April 2002 - November 2013
eHDMI.com 2008 - 2010
Edward Jones 2000 - April 2002
Edward Jones December 1999 - June 2001
Wealth Advisors 1998 - 1999
International Paper Company January 1996 - September 1996
Skills
Mutual Funds, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Series 7, Finance, Wealth Management, Financial Advisory, Series 63, Salesforce.com, Practice Management, Separately Managed..., Stocks
Education
LSU Shreveport 1995 — 2000
Finance, Business
Mansfield High School
E*TRADE Financial Corporation November 2014 - Present
Fisher Investments May 2014 - November 2014
Charles Schwab, Charles Schwab Bank November 2013 - May 2014
Charles Schwab, Charles Schwab Bank April 2002 - May 2014
Charles Schwab April 2002 - November 2013
eHDMI.com 2008 - 2010
Edward Jones 2000 - April 2002
Edward Jones December 1999 - June 2001
Wealth Advisors 1998 - 1999
International Paper Company January 1996 - September 1996
Skills
Mutual Funds, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Series 7, Finance, Wealth Management, Financial Advisory, Series 63, Salesforce.com, Practice Management, Separately Managed..., Stocks
Education
LSU Shreveport 1995 — 2000
Finance, Business
Mansfield High School
Dale A. Williams, Jr. Dale A. Williams, Jr.'s Fisher Investments Experience March 2004 - January 2005
Job Industry Liaison and Contracts Manager at Industry Alliance Office, the University of California Berkeley
Industry Defense & Space
Experience
Industry Alliance Office as part of the University of California Berkeley October 2014 - March 2015
Lockheed Martin Space Systems Company June 2012 - October 2014
Lockheed Martin Space Systems Company August 2010 - June 2012
Lockheed Martin Space Systems Company May 2007 - August 2010
Bishop & Smith, PLLC October 2007 - May 2009
Aaron's, Inc February 2006 - June 2006
Fisher Investments March 2004 - January 2005
Skills
Analytical/Research..., Communications/Interpers..., Creative Problem Solving, Computer Literate, Negotiation, Microsoft Office, Government, Research, Writing, PowerPoint, Team Leadership, Program Management, Proposal Writing, Project Management, Analysis, Strategic Planning, Outlook, Microsoft Excel, Management, Public Speaking, Process Improvement, Microsoft Word, Leadership, DoD, Contract Negotiation, Earned Value Management, Team Building, Project Planning, Intellectual Property, Government Procurement, Contract Management, Security Clearance, Budgets, Government Contracting, Defense, Risk Management, ITAR, Training, Policy, Aerospace, Military, Procurement, Supervisory Skills, Six Sigma, FAR, Legal Research, Legal Writing
Education
North Carolina Central University 2006 — 2010
Juris Doctorate, Law
North Carolina Central University 2006 — 2010
Masters of Library Science, Masters of Library Science
Tuskegee University 1999 — 2003
Bachelor of Science, Management Science
Industry Alliance Office as part of the University of California Berkeley October 2014 - March 2015
Lockheed Martin Space Systems Company June 2012 - October 2014
Lockheed Martin Space Systems Company August 2010 - June 2012
Lockheed Martin Space Systems Company May 2007 - August 2010
Bishop & Smith, PLLC October 2007 - May 2009
Aaron's, Inc February 2006 - June 2006
Fisher Investments March 2004 - January 2005
Skills
Analytical/Research..., Communications/Interpers..., Creative Problem Solving, Computer Literate, Negotiation, Microsoft Office, Government, Research, Writing, PowerPoint, Team Leadership, Program Management, Proposal Writing, Project Management, Analysis, Strategic Planning, Outlook, Microsoft Excel, Management, Public Speaking, Process Improvement, Microsoft Word, Leadership, DoD, Contract Negotiation, Earned Value Management, Team Building, Project Planning, Intellectual Property, Government Procurement, Contract Management, Security Clearance, Budgets, Government Contracting, Defense, Risk Management, ITAR, Training, Policy, Aerospace, Military, Procurement, Supervisory Skills, Six Sigma, FAR, Legal Research, Legal Writing
Education
North Carolina Central University 2006 — 2010
Juris Doctorate, Law
North Carolina Central University 2006 — 2010
Masters of Library Science, Masters of Library Science
Tuskegee University 1999 — 2003
Bachelor of Science, Management Science
Ashley Muth Ashley Muth's Fisher Investments Experience August 2008 - November 2011
Job
Industry Restaurants
Experience
Avoli Osteria and Dario's Brasserie September 2013 - February 2015
Dolce November 2012 - August 2013
Fisher Investments August 2008 - November 2011
Fisher Investments June 2007 - August 2008
Skills
Pastry
Education
Metropolitan Community College 2012 — 2013
Certificate, Baking and Pastry Arts/Baker/Pastry Chef
University of Nebraska at Omaha
Bachelor's Degree, Accounting
Millard North High School 1998 — 2002
Diploma
Avoli Osteria and Dario's Brasserie September 2013 - February 2015
Dolce November 2012 - August 2013
Fisher Investments August 2008 - November 2011
Fisher Investments June 2007 - August 2008
Skills
Pastry
Education
Metropolitan Community College 2012 — 2013
Certificate, Baking and Pastry Arts/Baker/Pastry Chef
University of Nebraska at Omaha
Bachelor's Degree, Accounting
Millard North High School 1998 — 2002
Diploma
Anna Blyumina's Fisher Investments Experience February 2014 - August 2014
Job Operations Manager at Transitions Wealth Management, LLC
Industry Financial Services
Experience
Transitions Wealth Management, LLC April 2015 - Present
Transitions Wealth Management, LLC September 2014 - April 2015
Fisher Investments February 2014 - August 2014
JMD Group March 2012 - February 2014
B&T Dental February 2009 - February 2011
Skills
Financial Operations, Investment Management, Trading, CRM, Teamwork, Data Analysis, Management, Marketing Communications, Social Networking, Microsoft Word, Microsoft Excel, Customer Service, Event Planning, Microsoft Office, Research, PowerPoint, Social Media Marketing, Facebook, Social Media, Advertising, Public Speaking, Marketing
Education
Menlo College 2012 — 2014
Bachelor of Science (B.S.), Finance
Transitions Wealth Management, LLC April 2015 - Present
Transitions Wealth Management, LLC September 2014 - April 2015
Fisher Investments February 2014 - August 2014
JMD Group March 2012 - February 2014
B&T Dental February 2009 - February 2011
Skills
Financial Operations, Investment Management, Trading, CRM, Teamwork, Data Analysis, Management, Marketing Communications, Social Networking, Microsoft Word, Microsoft Excel, Customer Service, Event Planning, Microsoft Office, Research, PowerPoint, Social Media Marketing, Facebook, Social Media, Advertising, Public Speaking, Marketing
Education
Menlo College 2012 — 2014
Bachelor of Science (B.S.), Finance
Benny Nordahl Benny Nordahl's Fisher Investments Experience 2014 - Present
Job Group Vice President Global Marketing at Fisher Investments
Industry Marketing and Advertising
Experience
Fisher Investments 2014 - Present
Consultant 2009 - 2014
Oneness International Peace Academy 2008 - 2013
Swedish School for Children in Washington DC September 2008 - September 2011
Greetings Direct North America 2008 - 2008
Time Life 2004 - 2007
InterBox Media, Inc. September 2003 - December 2004
International Masters Publishers BV January 2001 - September 2002
International Masters Publishers Inc April 1998 - December 2000
International Masters Publishers Inc January 1991 - April 1998
Skills
Web Marketing, E-business, Business Planning, E-commerce, Product Development, New Business Development, Direct Marketing, Global New Market Entry, Leadership, Turnaround, Strategy, Marketing Strategy, Marketing Management, Start-ups, Market Research, Business Development, Competitive Analysis, CRM, Management, Marketing, Online Marketing, B2B, Integrated Marketing, Advertising, Strategic Partnerships, Direct Mail, Customer Acquisition, Strategic Planning, Analytics, Market Planning, B2B Marketing, Multi-channel Marketing, Product Launch, Social Media, Lead Generation, Segmentation, Digital Marketing, Digital Strategy, Email Marketing, Brand Development, Brand Management, Mobile Marketing, SEM, Online Advertising, Web Analytics, Database Marketing, Marketing Research, Customer Insight, International Marketing, Digital Media
Education
Bergaskolan
Lund University
Civilekonom (Bachelor of Science), Marketing
Fisher Investments 2014 - Present
Consultant 2009 - 2014
Oneness International Peace Academy 2008 - 2013
Swedish School for Children in Washington DC September 2008 - September 2011
Greetings Direct North America 2008 - 2008
Time Life 2004 - 2007
InterBox Media, Inc. September 2003 - December 2004
International Masters Publishers BV January 2001 - September 2002
International Masters Publishers Inc April 1998 - December 2000
International Masters Publishers Inc January 1991 - April 1998
Skills
Web Marketing, E-business, Business Planning, E-commerce, Product Development, New Business Development, Direct Marketing, Global New Market Entry, Leadership, Turnaround, Strategy, Marketing Strategy, Marketing Management, Start-ups, Market Research, Business Development, Competitive Analysis, CRM, Management, Marketing, Online Marketing, B2B, Integrated Marketing, Advertising, Strategic Partnerships, Direct Mail, Customer Acquisition, Strategic Planning, Analytics, Market Planning, B2B Marketing, Multi-channel Marketing, Product Launch, Social Media, Lead Generation, Segmentation, Digital Marketing, Digital Strategy, Email Marketing, Brand Development, Brand Management, Mobile Marketing, SEM, Online Advertising, Web Analytics, Database Marketing, Marketing Research, Customer Insight, International Marketing, Digital Media
Education
Bergaskolan
Lund University
Civilekonom (Bachelor of Science), Marketing
Ryan Posthumus Ryan Posthumus's Fisher Investments Experience September 2006 - January 2009
Job CRM Specialist at Rocket Fuel Inc.
Industry Internet
Experience
Rocket Fuel Inc. October 2013 - Present
Work4 April 2013 - August 2013
Rearden Commerce January 2012 - December 2012
Rearden Commerce October 2010 - January 2012
HomeRun (homerun.com) March 2010 - October 2010
Fisher Investments September 2006 - January 2009
Skills
Salesforce, Salesforce.com..., Excel, Microsoft Office, Database Management, Business Reporting, Salesforce.com, Microsoft Excel, Salesforce.com..., Process Improvement, Data Integration, Process Design, Database Admin, Data Analysis, Start-ups, Sales Operations, Sales Management, Sales Process, Competitive Analysis, CRM, Management, JavaScript, Lead Generation, Sales, Marketing, Report Writing, Analytics, Strategy, Leadership, Ruby on Rails
Education
Dev Bootcamp 2015 — 2015
Web Development
Michigan State University 2002 — 2006
BA, Finance
Rocket Fuel Inc. October 2013 - Present
Work4 April 2013 - August 2013
Rearden Commerce January 2012 - December 2012
Rearden Commerce October 2010 - January 2012
HomeRun (homerun.com) March 2010 - October 2010
Fisher Investments September 2006 - January 2009
Skills
Salesforce, Salesforce.com..., Excel, Microsoft Office, Database Management, Business Reporting, Salesforce.com, Microsoft Excel, Salesforce.com..., Process Improvement, Data Integration, Process Design, Database Admin, Data Analysis, Start-ups, Sales Operations, Sales Management, Sales Process, Competitive Analysis, CRM, Management, JavaScript, Lead Generation, Sales, Marketing, Report Writing, Analytics, Strategy, Leadership, Ruby on Rails
Education
Dev Bootcamp 2015 — 2015
Web Development
Michigan State University 2002 — 2006
BA, Finance
Jared Dimond's Fisher Investments Experience January 2014 - March 2015
Job Client Strategist at Quantcast
Industry Marketing and Advertising
Experience
Quantcast March 2015 - Present
Fisher Investments January 2014 - March 2015
Classroom Management, Loyola Marymount University September 2010 - May 2013
ECOtality July 2011 - August 2011
Brophy College Preparatory June 2009 - July 2011
Skills
Mac OS X, PC, Excel, Gmail, Microsoft Office, Product Management, Event Management, Marketing, Microsoft Excel, Social Media, Troubleshooting, PowerPoint
Education
Loyola Marymount University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, 3.54
Brophy College Preparatory 2005 — 2009
Quantcast March 2015 - Present
Fisher Investments January 2014 - March 2015
Classroom Management, Loyola Marymount University September 2010 - May 2013
ECOtality July 2011 - August 2011
Brophy College Preparatory June 2009 - July 2011
Skills
Mac OS X, PC, Excel, Gmail, Microsoft Office, Product Management, Event Management, Marketing, Microsoft Excel, Social Media, Troubleshooting, PowerPoint
Education
Loyola Marymount University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, 3.54
Brophy College Preparatory 2005 — 2009
Chris Pang's Fisher Investments Experience May 2013 - August 2013
Job Biomedical Research Technician at Icahn School of Medicine at Mount Sinai
Industry Medical Practice
Experience
Icahn School of Medicine at Mount Sinai August 2015 - Present
Upper West Side Dental July 2015 - Present
Sony Music Entertainment May 2012 - June 2015
New York Presbyterian Hospital May 2014 - August 2014
Tremor Video January 2014 - May 2014
Fisher Investments May 2013 - August 2013
DePauw University September 2011 - January 2013
Dr. Yon H. Lai, DDS December 2011 - December 2011
DePauw University September 2011 - November 2011
Kaplan, Inc. July 2011 - August 2011
Skills
Multi-instrumentalist, Freelance Graphics, Appleworks, Adobe Photodeluxe, Compiler Technology, JUnit, Applied Mathematics, Audacity, Audio Technology, Audio Restoration, Live Sound, JSTOR, Academic Writing, Pet Care, Compilers, Recording, Time Management, Research, PowerPoint, Data Entry, Microsoft Excel, Teamwork
Education
New York University - College of Dentistry 2013 — 2018
DDS, Dental Surgery, Second Year
DePauw University 2011 — 2013
Bachelor's Degree, Biophysics and Chemistry Major, Minored in Global Public Health
Hunter College of The City University of New York 2009 — 2011
Non-degree
Manhattan/Hunter Science High School 2007 — 2011
High School
Icahn School of Medicine at Mount Sinai August 2015 - Present
Upper West Side Dental July 2015 - Present
Sony Music Entertainment May 2012 - June 2015
New York Presbyterian Hospital May 2014 - August 2014
Tremor Video January 2014 - May 2014
Fisher Investments May 2013 - August 2013
DePauw University September 2011 - January 2013
Dr. Yon H. Lai, DDS December 2011 - December 2011
DePauw University September 2011 - November 2011
Kaplan, Inc. July 2011 - August 2011
Skills
Multi-instrumentalist, Freelance Graphics, Appleworks, Adobe Photodeluxe, Compiler Technology, JUnit, Applied Mathematics, Audacity, Audio Technology, Audio Restoration, Live Sound, JSTOR, Academic Writing, Pet Care, Compilers, Recording, Time Management, Research, PowerPoint, Data Entry, Microsoft Excel, Teamwork
Education
New York University - College of Dentistry 2013 — 2018
DDS, Dental Surgery, Second Year
DePauw University 2011 — 2013
Bachelor's Degree, Biophysics and Chemistry Major, Minored in Global Public Health
Hunter College of The City University of New York 2009 — 2011
Non-degree
Manhattan/Hunter Science High School 2007 — 2011
High School
Charles Ndoloum Charles Ndoloum's Fisher Investments Experience February 2014 - Present
Job Recruiting Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments February 2014 - Present
Fisher Investments February 2013 - January 2014
Fisher Investments July 2012 - February 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Leadership, Public Speaking, Microsoft Word, Social Media, Social Networking, Research
Education
Newberry College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business
Fisher Investments February 2014 - Present
Fisher Investments February 2013 - January 2014
Fisher Investments July 2012 - February 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Leadership, Public Speaking, Microsoft Word, Social Media, Social Networking, Research
Education
Newberry College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business
Richard Bueche, CFA's Fisher Investments Experience February 2012 - Present
Job Global Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments February 2012 - Present
Fisher Investments October 2009 - February 2012
Fisher Investments April 2005 - October 2009
Skills
Equity Research, Wealth Management, Investments, Asset Allocation, Series 7, Equities, Portfolio Management, Economics, Asset Management, Alternative Investments, Bloomberg, Investment Management, Capital Markets, Investment Strategies, Financial Services, Trading
Education
Louisiana State University 1997 — 2000
Master's Degree, Finance, 3.4 Grade Point Average
Louisiana State University 1988 — 1994
Bachelor's degree, Finance
Fisher Investments February 2012 - Present
Fisher Investments October 2009 - February 2012
Fisher Investments April 2005 - October 2009
Skills
Equity Research, Wealth Management, Investments, Asset Allocation, Series 7, Equities, Portfolio Management, Economics, Asset Management, Alternative Investments, Bloomberg, Investment Management, Capital Markets, Investment Strategies, Financial Services, Trading
Education
Louisiana State University 1997 — 2000
Master's Degree, Finance, 3.4 Grade Point Average
Louisiana State University 1988 — 1994
Bachelor's degree, Finance
Tyler Matthews's Fisher Investments Experience January 2013 - June 2013
Job National Sales at Matheus Lumber Company
Industry Building Materials
Experience
Matheus Lumber Company October 2014 - Present
RTP-Craftmark Inc. June 2013 - October 2014
Fisher Investments January 2013 - June 2013
First Republic Bank November 2010 - April 2013
Wells Fargo October 2007 - November 2010
Corrigan Wickman Advisory, LLC January 2006 - October 2007
Skills
Mortgage Lending, Investments, Banking, Credit, Refinance, Retirement Planning, Securities, Underwriting, Loans, Private Banking, Credit Analysis, Wealth Management
Education
Linfield College 1999 — 2003
Bachelor of Arts, Math
Matheus Lumber Company October 2014 - Present
RTP-Craftmark Inc. June 2013 - October 2014
Fisher Investments January 2013 - June 2013
First Republic Bank November 2010 - April 2013
Wells Fargo October 2007 - November 2010
Corrigan Wickman Advisory, LLC January 2006 - October 2007
Skills
Mortgage Lending, Investments, Banking, Credit, Refinance, Retirement Planning, Securities, Underwriting, Loans, Private Banking, Credit Analysis, Wealth Management
Education
Linfield College 1999 — 2003
Bachelor of Arts, Math
Ken Greaney Ken Greaney's Fisher Investments Experience 2000 - 2014
Job Wealth Advisor at Key Private Bank
Industry Investment Management
Experience
Key Private Bank 2014 - Present
Fisher Investments 2000 - 2014
JPMorgan Chase 1991 - 2000
Skills
Investments, Risk Management, Estate Planning, Investment Management, Credit, Wealth Management, Asset Management, Leadership, Strategic Planning
Education
Miami University
Bachelor of Science (BS), Marketing/Finance
Key Private Bank 2014 - Present
Fisher Investments 2000 - 2014
JPMorgan Chase 1991 - 2000
Skills
Investments, Risk Management, Estate Planning, Investment Management, Credit, Wealth Management, Asset Management, Leadership, Strategic Planning
Education
Miami University
Bachelor of Science (BS), Marketing/Finance
John Serron's Fisher Investments Experience July 2011 - August 2013
Job Solutions Development Intern at AES Energy Storage
Industry Renewables & Environment
Experience
The AES Corporation May 2015 - Present
University of Michigan Social Venture Fund September 2014 - May 2015
Tesla Motors May 2014 - August 2014
SoCore Energy October 2013 - April 2014
Fisher Investments July 2011 - August 2013
Fisher Investments May 2010 - July 2011
FINRA April 2008 - September 2009
Manning & Napier Advisors, Inc. June 2005 - March 2008
Skills
Equities, Financial Modeling, Investments, Marketing, Finance, Competitive Analysis, Portfolio Management, Analysis, Due Diligence, Leadership, Management, Start-ups, Analytics, Training, Entrepreneurship
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Master of Business Administration (MBA)
University of Michigan - School of Natural Resources and Environment 2013 — 2016
Master of Science (M.S.), Sustainable Systems
Nazareth College 2001 — 2005
B.S. Cum Laude, Business & Spanish
The AES Corporation May 2015 - Present
University of Michigan Social Venture Fund September 2014 - May 2015
Tesla Motors May 2014 - August 2014
SoCore Energy October 2013 - April 2014
Fisher Investments July 2011 - August 2013
Fisher Investments May 2010 - July 2011
FINRA April 2008 - September 2009
Manning & Napier Advisors, Inc. June 2005 - March 2008
Skills
Equities, Financial Modeling, Investments, Marketing, Finance, Competitive Analysis, Portfolio Management, Analysis, Due Diligence, Leadership, Management, Start-ups, Analytics, Training, Entrepreneurship
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Master of Business Administration (MBA)
University of Michigan - School of Natural Resources and Environment 2013 — 2016
Master of Science (M.S.), Sustainable Systems
Nazareth College 2001 — 2005
B.S. Cum Laude, Business & Spanish
Matthew Urbanski Matthew Urbanski's Fisher Investments Experience November 2010 - March 2011
Job Running Coach at Urbanski Coaching LLC
Industry Health, Wellness and Fitness
Experience
Urbanski Coaching LLC January 2014 - Present
Self employed March 2011 - April 2014
Fisher Investments November 2010 - March 2011
Fisher Investments November 2007 - November 2010
Fisher Investments June 2004 - December 2004
Fisher Investments November 2003 - June 2004
Skills
Coaching, Leadership, Customer Service, Portfolio Management, Financial Planning, Long Distance Running, Nursing
Education
North Seattle College 2013 — 2015
Associate's degree, Registered Nursing/Registered Nurse
St. John's College 2006 — 2007
Master of Arts (M.A.), Liberal Arts and Sciences/Liberal Studies, 3.558
University of Cincinnati 2001 — 2003
Bachelor of Arts (B.A.), Philosophy, 3.524
Urbanski Coaching LLC January 2014 - Present
Self employed March 2011 - April 2014
Fisher Investments November 2010 - March 2011
Fisher Investments November 2007 - November 2010
Fisher Investments June 2004 - December 2004
Fisher Investments November 2003 - June 2004
Skills
Coaching, Leadership, Customer Service, Portfolio Management, Financial Planning, Long Distance Running, Nursing
Education
North Seattle College 2013 — 2015
Associate's degree, Registered Nursing/Registered Nurse
St. John's College 2006 — 2007
Master of Arts (M.A.), Liberal Arts and Sciences/Liberal Studies, 3.558
University of Cincinnati 2001 — 2003
Bachelor of Arts (B.A.), Philosophy, 3.524
Lyndsey Dillon's Fisher Investments Experience February 2013 - Present
Job Human Capital Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments February 2013 - Present
Fisher Investments February 2013 - Present
Fisher Investments May 2010 - February 2013
Fisher Investments February 2008 - May 2010
Skills
Onboarding, Talent Management, Recruiting, Talent Acquisition, Cold Calling, Technical Recruiting, Internet Recruiting, Human Resources, Financial Services, Sourcing, Employee Relations
Education
Linfield College 1999 — 2003
Bachelor of Science (BS), Psychology and Health Education
Fisher Investments February 2013 - Present
Fisher Investments February 2013 - Present
Fisher Investments May 2010 - February 2013
Fisher Investments February 2008 - May 2010
Skills
Onboarding, Talent Management, Recruiting, Talent Acquisition, Cold Calling, Technical Recruiting, Internet Recruiting, Human Resources, Financial Services, Sourcing, Employee Relations
Education
Linfield College 1999 — 2003
Bachelor of Science (BS), Psychology and Health Education
Jaden Rosselli's Fisher Investments Experience June 2013 - August 2013
Job Assistant Coach/ Defensive Intern at University of San Diego
Industry Professional Training & Coaching
Experience
University of San Diego June 2015 - Present
American AgCredit June 2014 - August 2014
Bulldog Sports and Fitness November 2012 - April 2014
Fisher Investments June 2013 - August 2013
Summit State Bank May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Teamwork, Customer Service, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Time Management, Leadership, Team Leadership, Research, Sales, Coaching, Marketing
Education
Menlo College 2012 — 2014
Bachelor of Science (BS), Finance, General, 3.70
Willamette University 2010 — 2012
Santa Rosa High School 2006 — 2010
University of San Diego June 2015 - Present
American AgCredit June 2014 - August 2014
Bulldog Sports and Fitness November 2012 - April 2014
Fisher Investments June 2013 - August 2013
Summit State Bank May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Teamwork, Customer Service, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Time Management, Leadership, Team Leadership, Research, Sales, Coaching, Marketing
Education
Menlo College 2012 — 2014
Bachelor of Science (BS), Finance, General, 3.70
Willamette University 2010 — 2012
Santa Rosa High School 2006 — 2010
Adam Turner's Fisher Investments Experience August 2008 - November 2008
Job Sr. Financial Analyst Financial Planning & Analysis at Emerson Industrial Automation
Industry Industrial Automation
Experience
Emerson Industrial Automation November 2014 - Present
Meritor September 2013 - July 2014
Meritor February 2013 - October 2013
Meritor October 2012 - February 2013
Meritor October 2011 - October 2012
Meritor August 2010 - October 2011
PensionTrend August 2009 - August 2010
Anchor Bay Entertainment January 2009 - May 2009
Fisher Investments August 2008 - November 2008
Bank of Ireland May 2007 - August 2007
Skills
Financial Analysis, Hyperion Enterprise, Essbase, Oracle E-Business Suite, Financial Reporting, Forecasting, Financial Forecasting, Financial Modeling, Manufacturing Finance, Corporate Finance, Budgeting, Excel, Corporate FP&A, Finance, Strategic Financial..., Financial Planning, Microsoft Excel
Education
Michigan State University 2004 — 2008
Bachelor's, Finance
Emerson Industrial Automation November 2014 - Present
Meritor September 2013 - July 2014
Meritor February 2013 - October 2013
Meritor October 2012 - February 2013
Meritor October 2011 - October 2012
Meritor August 2010 - October 2011
PensionTrend August 2009 - August 2010
Anchor Bay Entertainment January 2009 - May 2009
Fisher Investments August 2008 - November 2008
Bank of Ireland May 2007 - August 2007
Skills
Financial Analysis, Hyperion Enterprise, Essbase, Oracle E-Business Suite, Financial Reporting, Forecasting, Financial Forecasting, Financial Modeling, Manufacturing Finance, Corporate Finance, Budgeting, Excel, Corporate FP&A, Finance, Strategic Financial..., Financial Planning, Microsoft Excel
Education
Michigan State University 2004 — 2008
Bachelor's, Finance
Kent Cheesborough's Fisher Investments Experience 2010 - 2010
Job Associate Director at Brownstone Investment Group
Industry Financial Services
Experience
Brownstone Investment Group March 2014 - Present
Carolina Capital Markets March 2011 - March 2014
Fisher Investments 2010 - 2010
Naples Capital Advisors Inc. June 2009 - August 2009
MUSVF January 2008 - January 2009
Naples Capital Advisors June 2008 - August 2008
Stifel Nicolaus January 2007 - April 2007
Skills
Entrepreneurship, Mutual Funds, Research, Microsoft Excel, Fixed Income, Trading, Swaps, Series 7, Series 63, Financial Modeling, Bloomberg, Finance, Investments, Financial Analysis, Economics
Education
Miami University 2005 — 2009
Bachelor of Science (B.S.)
Brownstone Investment Group March 2014 - Present
Carolina Capital Markets March 2011 - March 2014
Fisher Investments 2010 - 2010
Naples Capital Advisors Inc. June 2009 - August 2009
MUSVF January 2008 - January 2009
Naples Capital Advisors June 2008 - August 2008
Stifel Nicolaus January 2007 - April 2007
Skills
Entrepreneurship, Mutual Funds, Research, Microsoft Excel, Fixed Income, Trading, Swaps, Series 7, Series 63, Financial Modeling, Bloomberg, Finance, Investments, Financial Analysis, Economics
Education
Miami University 2005 — 2009
Bachelor of Science (B.S.)
Adam Kestel Adam Kestel's Fisher Investments Experience April 2013 - Present
Job Investment & Relationship Management
Industry Financial Services
Experience
Fisher Investments April 2013 - Present
Fisher Investments June 2011 - March 2013
Birds Eye Foods March 2004 - June 2011
Cargill Kitchen Solutions, Inc. August 2004 - March 2009
Skills
Leadership, Financial Analysis, Sales, Management, Customer Service, Supply Chain Management, Marketing, Cross-functional Team..., Process Improvement, Budgets, Account Management, Microsoft Excel, Microsoft Office, Sales Management
Education
Minnesota State University, Mankato 2002 — 2004
Bachelor of Science, Corporate Finance
University of Minnesota-Duluth 1999 — 2001
Fisher Investments April 2013 - Present
Fisher Investments June 2011 - March 2013
Birds Eye Foods March 2004 - June 2011
Cargill Kitchen Solutions, Inc. August 2004 - March 2009
Skills
Leadership, Financial Analysis, Sales, Management, Customer Service, Supply Chain Management, Marketing, Cross-functional Team..., Process Improvement, Budgets, Account Management, Microsoft Excel, Microsoft Office, Sales Management
Education
Minnesota State University, Mankato 2002 — 2004
Bachelor of Science, Corporate Finance
University of Minnesota-Duluth 1999 — 2001
Jessica Richey, CFP®'s Fisher Investments Experience March 2011 - June 2011
Job Portfolio Manager at Vista Capital Partners
Industry Financial Services
Experience
Vista Capital Partners November 2012 - Present
Vista Capital Partners June 2011 - December 2012
Fisher Investments March 2011 - June 2011
Fisher Investments December 2009 - March 2011
Arnerich Massena & Associates June 2009 - December 2009
Headwater Investment Consulting, Inc. June 2008 - May 2009
Skills
Strategic Financial..., Portfolio Management, Retirement Planning, Investments, Asset Allocation, Wealth Management, Asset Management, Mutual Funds, Investment Management, Financial Analysis, Investment Strategies, Financial Modeling, Investment Advisory, College Education...
Education
The American College 2011 — 2013
CFP® Certification Curriculum, Financial Planning
Linfield College 2005 — 2009
Bachelor of Arts, Finance, 3.7 GPA
Universidad de Granada 2008 — 2008
El Centro de Las Lenguas Modernas
Vista Capital Partners November 2012 - Present
Vista Capital Partners June 2011 - December 2012
Fisher Investments March 2011 - June 2011
Fisher Investments December 2009 - March 2011
Arnerich Massena & Associates June 2009 - December 2009
Headwater Investment Consulting, Inc. June 2008 - May 2009
Skills
Strategic Financial..., Portfolio Management, Retirement Planning, Investments, Asset Allocation, Wealth Management, Asset Management, Mutual Funds, Investment Management, Financial Analysis, Investment Strategies, Financial Modeling, Investment Advisory, College Education...
Education
The American College 2011 — 2013
CFP® Certification Curriculum, Financial Planning
Linfield College 2005 — 2009
Bachelor of Arts, Finance, 3.7 GPA
Universidad de Granada 2008 — 2008
El Centro de Las Lenguas Modernas
Lora Vaughan, CPA inactive Lora Vaughan, CPA inactive's Fisher Investments Experience May 2011 - October 2011
Job
Industry Financial Services
Experience
Retired September 2012 - Present
Etesian Wealth Advisors Inc. May 2012 - September 2012
Fisher Investments May 2011 - October 2011
Pacific Investment Advisors, LLC 2006 - April 2011
Maginnis & Carey October 2004 - October 2006
Skills
Tax, Accounting, Financial Reporting, Personal Financial..., Investment Management, Strategic Financial..., Portfolio Management, Tax Preparation, Asset Management, Investment Advisory, Estate Planning, Asset Allocation, Retirement Planning
Education
Portland State University 2002 — 2004
BS
Montana State University-Bozeman 1973 — 1976
Bozeman Senior High
Western Washington University
Retired September 2012 - Present
Etesian Wealth Advisors Inc. May 2012 - September 2012
Fisher Investments May 2011 - October 2011
Pacific Investment Advisors, LLC 2006 - April 2011
Maginnis & Carey October 2004 - October 2006
Skills
Tax, Accounting, Financial Reporting, Personal Financial..., Investment Management, Strategic Financial..., Portfolio Management, Tax Preparation, Asset Management, Investment Advisory, Estate Planning, Asset Allocation, Retirement Planning
Education
Portland State University 2002 — 2004
BS
Montana State University-Bozeman 1973 — 1976
Bozeman Senior High
Western Washington University
Eric Dawson Eric Dawson's Fisher Investments Experience May 2013 - Present
Job Trading Operations at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2013 - Present
Fisher Investments September 2012 - May 2013
Fisher Investments March 2012 - September 2012
Marcus & Millichap May 2011 - August 2011
Burch & Cracchiolo, P.A. May 2010 - August 2010
Sports Authority May 2009 - August 2009
Education
Menlo College 2008 — 2012
Finance
Menlo College
B.S, Finance
Fisher Investments May 2013 - Present
Fisher Investments September 2012 - May 2013
Fisher Investments March 2012 - September 2012
Marcus & Millichap May 2011 - August 2011
Burch & Cracchiolo, P.A. May 2010 - August 2010
Sports Authority May 2009 - August 2009
Education
Menlo College 2008 — 2012
Finance
Menlo College
B.S, Finance
Dawn Zaworski's Fisher Investments Experience August 2015 - Present
Job Office Manager at Fisher Investments
Industry Investment Management
Experience
Fisher Investments August 2015 - Present
Margie Korshak, Inc. March 2015 - Present
Zaworski household June 2014 - March 2015
Comcast Spotlight June 1998 - June 2014
DirecTV December 1996 - June 1998
Williams VYVX June 1993 - December 1996
Skills
Account Management, Time Management, Management, Media Planning, Sales, Digital Media, Team Building, Advertising Sales, Advertising, Program Management, Broadcast, Sales Management, Selling, Customer Service, Leadership, Project Planning, Public Relations, Accounting, Integrated Marketing, Problem Solving, Customer Satisfaction, Outlook, Contract Management, Microsoft Word, Digital Marketing
Education
Marquette University 1989 — 1993
Bachelor of Arts (BA), Mass Communication/Media Studies
Fisher Investments August 2015 - Present
Margie Korshak, Inc. March 2015 - Present
Zaworski household June 2014 - March 2015
Comcast Spotlight June 1998 - June 2014
DirecTV December 1996 - June 1998
Williams VYVX June 1993 - December 1996
Skills
Account Management, Time Management, Management, Media Planning, Sales, Digital Media, Team Building, Advertising Sales, Advertising, Program Management, Broadcast, Sales Management, Selling, Customer Service, Leadership, Project Planning, Public Relations, Accounting, Integrated Marketing, Problem Solving, Customer Satisfaction, Outlook, Contract Management, Microsoft Word, Digital Marketing
Education
Marquette University 1989 — 1993
Bachelor of Arts (BA), Mass Communication/Media Studies
William Gunn William Gunn's Fisher Investments Experience September 2014 - Present
Job Sr Systems Engineer at Fisher Investments
Industry Information Technology and Services
Experience
Fisher Investments September 2014 - Present
Right! Systems, Inc. August 2012 - September 2014
PeaceHealth Southwest 2010 - August 2012
The Greenbrier Companies November 2008 - October 2010
Holiday Retirement October 2008 - November 2008
Halton May 2005 - November 2008
Skills
Windows Server, Data Center, Security, PKI, Active Directory, System Administration, VMware, Troubleshooting, Microsoft Exchange, Disaster Recovery, SharePoint, Virtualization, SCCM, Hyper-V, DNS, Server Administration, Microsoft Certified..., Group Policy, Microsoft SQL Server, Servers
Education
National University 2000 — 2001
BS, Information Technology
Intense School
Fisher Investments September 2014 - Present
Right! Systems, Inc. August 2012 - September 2014
PeaceHealth Southwest 2010 - August 2012
The Greenbrier Companies November 2008 - October 2010
Holiday Retirement October 2008 - November 2008
Halton May 2005 - November 2008
Skills
Windows Server, Data Center, Security, PKI, Active Directory, System Administration, VMware, Troubleshooting, Microsoft Exchange, Disaster Recovery, SharePoint, Virtualization, SCCM, Hyper-V, DNS, Server Administration, Microsoft Certified..., Group Policy, Microsoft SQL Server, Servers
Education
National University 2000 — 2001
BS, Information Technology
Intense School
Monte Garpestad CFP® Monte Garpestad CFP®'s Fisher Investments Experience March 2014 - November 2014
Job Regional Manager Chicago Metro at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
Fisher Investments March 2014 - November 2014
Mercer Advisors May 2013 - March 2014
Securities America October 2012 - May 2013
Charles Schwab April 2003 - July 2012
Charles Schwab February 1996 - April 2003
Charles Schwab April 1991 - February 1996
Skills
Series 7, Investments, Portfolio Management, Series 63, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management..., Investment Strategies, Asset Managment, Strategic Financial..., Managing Accounts, Sales Management, Banking, Investment Management
Education
Montana State University-Bozeman
Scottrade January 2015 - Present
Fisher Investments March 2014 - November 2014
Mercer Advisors May 2013 - March 2014
Securities America October 2012 - May 2013
Charles Schwab April 2003 - July 2012
Charles Schwab February 1996 - April 2003
Charles Schwab April 1991 - February 1996
Skills
Series 7, Investments, Portfolio Management, Series 63, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management..., Investment Strategies, Asset Managment, Strategic Financial..., Managing Accounts, Sales Management, Banking, Investment Management
Education
Montana State University-Bozeman
Ashlee Redden's Fisher Investments Experience January 2013 - April 2014
Job Sales Operations Analyst at Box
Industry Computer Software
Experience
Box April 2014 - Present
Fisher Investments January 2013 - April 2014
Fisher Investments July 2012 - January 2013
W Hotels 2010 - 2012
Skills
Training Programme..., Training Leadership, Coaching, Team Building, Morningstar, Marketing, Microsoft Excel, Sales Management, Financial Structuring, Recruiting, Microsoft Office, Salesforce.com, Outlook, Investments, Start-ups, Group Policy, CRM, Data Integrity, Data Analysis, Management, Sales, Customer Service, Leadership, Lead Generation, SaaS, Strategic Partnerships
Education
University of California, Los Angeles 2009 — 2011
Bachelor of Arts (B.A.), Political Science and Government, 3.4
Long Beach City College 2006 — 2009
Associate's degree, Political Science and Government, 3.5
Box April 2014 - Present
Fisher Investments January 2013 - April 2014
Fisher Investments July 2012 - January 2013
W Hotels 2010 - 2012
Skills
Training Programme..., Training Leadership, Coaching, Team Building, Morningstar, Marketing, Microsoft Excel, Sales Management, Financial Structuring, Recruiting, Microsoft Office, Salesforce.com, Outlook, Investments, Start-ups, Group Policy, CRM, Data Integrity, Data Analysis, Management, Sales, Customer Service, Leadership, Lead Generation, SaaS, Strategic Partnerships
Education
University of California, Los Angeles 2009 — 2011
Bachelor of Arts (B.A.), Political Science and Government, 3.4
Long Beach City College 2006 — 2009
Associate's degree, Political Science and Government, 3.5
Abigail Olson Clifton Abigail Olson Clifton's Fisher Investments Experience August 2015 - Present
Job Compensation Manager
Industry Financial Services
Experience
Fisher Investments August 2015 - Present
Archbold Medical Center October 2013 - July 2015
Louisiana Pacific June 2011 - September 2013
Clarcor November 2006 - June 2011
Centennial Medical Center September 2005 - November 2006
Tom James Company September 2001 - September 2005
Skills
Employee Benefits, Benefits Administration, Human Resources, Training, Management, Budgets, Deferred Compensation, Account Reconciliation, Performance Management, Forecasting, Accounting, Policy, Personnel Management, Employee Relations, FMLA, HRIS, Workers Compensation, Process Improvement, General Ledger, Insurance, Onboarding, Open Enrollment, Payroll, Options, Auditing, Access, Employee Training, HR Policies, Program Management, Labor Relations, Budgeting, Internal Audit, Fixed Assets, Financial Reporting, New Hire Orientations, Succession Planning
Education
Tennessee Technological University 2011 — 2014
Master of Business Administration (M.B.A.), Finance
Lipscomb University 2001 — 2004
BS, Accounting, Business Ethics
Washington University in St. Louis 1996 — 1999
History, Russian Literature
Fisher Investments August 2015 - Present
Archbold Medical Center October 2013 - July 2015
Louisiana Pacific June 2011 - September 2013
Clarcor November 2006 - June 2011
Centennial Medical Center September 2005 - November 2006
Tom James Company September 2001 - September 2005
Skills
Employee Benefits, Benefits Administration, Human Resources, Training, Management, Budgets, Deferred Compensation, Account Reconciliation, Performance Management, Forecasting, Accounting, Policy, Personnel Management, Employee Relations, FMLA, HRIS, Workers Compensation, Process Improvement, General Ledger, Insurance, Onboarding, Open Enrollment, Payroll, Options, Auditing, Access, Employee Training, HR Policies, Program Management, Labor Relations, Budgeting, Internal Audit, Fixed Assets, Financial Reporting, New Hire Orientations, Succession Planning
Education
Tennessee Technological University 2011 — 2014
Master of Business Administration (M.B.A.), Finance
Lipscomb University 2001 — 2004
BS, Accounting, Business Ethics
Washington University in St. Louis 1996 — 1999
History, Russian Literature
Russ Kuroda's Fisher Investments Experience June 2003 - Present
Job Exec Vice Pres, IT
Industry Financial Services
Experience
Fisher Investments June 2003 - Present
BoldFish April 2001 - April 2003
Xtivia 2000 - 2001
Informix Software 1998 - 2000
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA, Corporate Strategy, Finance
Massachusetts Institute of Technology 1987 — 1989
MS, Chemical Engineering
University of California, Davis 1983 — 1987
BS, Chemical Engineering
Fisher Investments June 2003 - Present
BoldFish April 2001 - April 2003
Xtivia 2000 - 2001
Informix Software 1998 - 2000
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA, Corporate Strategy, Finance
Massachusetts Institute of Technology 1987 — 1989
MS, Chemical Engineering
University of California, Davis 1983 — 1987
BS, Chemical Engineering
R. M. Peyton's Fisher Investments Experience May 2008 - Present
Job Data Program Manager at Fisher Investments
Industry Information Technology and Services
Experience
Fisher Investments May 2008 - Present
Advanced Employment Services October 2007 - March 2008
DIY Colo January 2005 - November 2007
Iptopia, Inc. June 1997 - January 2005
HA Telecom November 1995 - June 1997
Apple Computer January 1994 - November 1995
Education
New College of California 2005 — 2006
Humanities, Culture, Ecology and Sustainable Community
San Francisco State University 2003 — 2004
None, General education
Fisher Investments May 2008 - Present
Advanced Employment Services October 2007 - March 2008
DIY Colo January 2005 - November 2007
Iptopia, Inc. June 1997 - January 2005
HA Telecom November 1995 - June 1997
Apple Computer January 1994 - November 1995
Education
New College of California 2005 — 2006
Humanities, Culture, Ecology and Sustainable Community
San Francisco State University 2003 — 2004
None, General education
Kyle Fethke's Fisher Investments Experience December 2004 - Present
Job Vice President, Fisher Investments
Industry Investment Management
Experience
Fisher Investments December 2004 - Present
Morgan Stanley April 2001 - December 2004
Platinum Productions 1998 - 2001
Concorde Productions 1997 - 1998
Skills
Investment Banking, Financial Advisory, Business Strategy, Investments, Wealth Management, Investment Management, Estate Planning, Business Development, Venture Capital, Wealth, Strategic Planning, Financial Analysis
Education
University of Lund, Sweden 1996 — 1997
Masters of Science
University of California, Santa Barbara 1992 — 1996
Bachelors of Science
Fisher Investments December 2004 - Present
Morgan Stanley April 2001 - December 2004
Platinum Productions 1998 - 2001
Concorde Productions 1997 - 1998
Skills
Investment Banking, Financial Advisory, Business Strategy, Investments, Wealth Management, Investment Management, Estate Planning, Business Development, Venture Capital, Wealth, Strategic Planning, Financial Analysis
Education
University of Lund, Sweden 1996 — 1997
Masters of Science
University of California, Santa Barbara 1992 — 1996
Bachelors of Science
Manny Romasanta's Fisher Investments Experience May 2000 - June 2012
Job Vice President at Churchill Management Group
Industry Financial Services
Experience
Churchill Management Group August 2012 - Present
Fisher Investments May 2000 - June 2012
Fisher Investments May 1998 - May 2000
Franklin Templeton March 1997 - May 1998
Education
Michigan State University 1992 — 1996
BA, Marketing
Churchill Management Group August 2012 - Present
Fisher Investments May 2000 - June 2012
Fisher Investments May 1998 - May 2000
Franklin Templeton March 1997 - May 1998
Education
Michigan State University 1992 — 1996
BA, Marketing
Brad Rotolo's Fisher Investments Experience April 2011 - Present
Job Research Analyst at Fisher Investments
Industry Investment Management
Experience
Fisher Investments April 2011 - Present
Fisher Investments June 2009 - April 2011
Fisher Investments February 2007 - June 2009
Fisher Investments September 2006 - February 2007
Education
Louisiana State University 2002 — 2006
Fisher Investments April 2011 - Present
Fisher Investments June 2009 - April 2011
Fisher Investments February 2007 - June 2009
Fisher Investments September 2006 - February 2007
Education
Louisiana State University 2002 — 2006
Owen Muehlfeld's Fisher Investments Experience June 2002 - Present
Job Vice President Senior Relationshp Manager Portfolio Specialist at Fisher Investments Institutional Group
Industry Investment Management
Experience
Fisher Investments June 2002 - Present
Fisher Investments June 2002 - June 2006
UBS May 2001 - June 2002
H&R Block Financial Advisors June 1998 - May 2001
Skills
Asset Managment, Investments, Equities, Portfolio Management, Product Development, Asset Allocation, Investment Strategies, Asset Management, Investment Management, Investment Advisory, Wealth Management, Fixed Income
Education
Miami University 1994 — 1998
Bachelors, Finance & Accounting
Fisher Investments June 2002 - Present
Fisher Investments June 2002 - June 2006
UBS May 2001 - June 2002
H&R Block Financial Advisors June 1998 - May 2001
Skills
Asset Managment, Investments, Equities, Portfolio Management, Product Development, Asset Allocation, Investment Strategies, Asset Management, Investment Management, Investment Advisory, Wealth Management, Fixed Income
Education
Miami University 1994 — 1998
Bachelors, Finance & Accounting
Joseph Apelo's Fisher Investments Experience August 2006 - September 2007
Job Nobu Ryokan Malibu
Industry Hospitality
Experience
Jozu Hospitality August 2014 - Present
The Ritz-Carlton Hotel Company LLC August 2013 - August 2014
The Ritz-Carlton Hotel Company LLC June 2012 - July 2013
The Ritz-Carlton Hotel Company LLC October 2010 - June 2012
The Ritz-Carlton Hotel Company LLC December 2009 - October 2010
The Ritz-Carlton Hotel Company LLC September 2007 - November 2009
Fisher Investments August 2006 - September 2007
Skills
Hospitality, Sales, Customer Service, Budgets, Team Building, Microsoft Excel, PowerPoint, Recruiting, Fundraising, Management, Forecasting, Public Speaking, Food & Beverage, Marketing Strategy, Hospitality Management, Social Networking, Hospitality Industry, Training, Hotels, Leadership, Business Development, Resorts
Education
Loyola Marymount University, College of Business Administration 2002 — 2006
BBA, Finance & International Business
Jozu Hospitality August 2014 - Present
The Ritz-Carlton Hotel Company LLC August 2013 - August 2014
The Ritz-Carlton Hotel Company LLC June 2012 - July 2013
The Ritz-Carlton Hotel Company LLC October 2010 - June 2012
The Ritz-Carlton Hotel Company LLC December 2009 - October 2010
The Ritz-Carlton Hotel Company LLC September 2007 - November 2009
Fisher Investments August 2006 - September 2007
Skills
Hospitality, Sales, Customer Service, Budgets, Team Building, Microsoft Excel, PowerPoint, Recruiting, Fundraising, Management, Forecasting, Public Speaking, Food & Beverage, Marketing Strategy, Hospitality Management, Social Networking, Hospitality Industry, Training, Hotels, Leadership, Business Development, Resorts
Education
Loyola Marymount University, College of Business Administration 2002 — 2006
BBA, Finance & International Business
Ravi Gulivindala's Fisher Investments Experience August 2007 - November 2009
Job Managing Director / Talent Acquisition at Nest Seekers International
Industry Financial Services
Experience
Nest Seekers International January 2010 - Present
Fisher Investments August 2007 - November 2009
ADELANTUS October 2005 - June 2007
UBS Financial Services June 2002 - September 2005
SUN CAPITAL MANAGEMENT LLC January 1999 - January 2002
Sister companies providing securities and technology consulting services January 1998 - January 2001
High Net Worth January 1996 - January 1999
Education
New York University - Polytechnic School of Engineering 1988 — 1992
BSEE, Electrical Engineering / Computer Science
New York University - Polytechnic School of Engineering
Bachelor of Science, Electrical Engineering/Computer Science
Nest Seekers International January 2010 - Present
Fisher Investments August 2007 - November 2009
ADELANTUS October 2005 - June 2007
UBS Financial Services June 2002 - September 2005
SUN CAPITAL MANAGEMENT LLC January 1999 - January 2002
Sister companies providing securities and technology consulting services January 1998 - January 2001
High Net Worth January 1996 - January 1999
Education
New York University - Polytechnic School of Engineering 1988 — 1992
BSEE, Electrical Engineering / Computer Science
New York University - Polytechnic School of Engineering
Bachelor of Science, Electrical Engineering/Computer Science
Nancy Romney's Fisher Investments Experience January 2013 - February 2015
Job Charles Schwab
Industry Banking
Experience
Charles Schwab March 2015 - Present
Fisher Investments January 2013 - February 2015
Credit Suisse January 2008 - December 2012
Education
North Carolina State University - College of Management 2003 — 2007
BS, Business Management & Finance
North Carolina State University
Charles Schwab March 2015 - Present
Fisher Investments January 2013 - February 2015
Credit Suisse January 2008 - December 2012
Education
North Carolina State University - College of Management 2003 — 2007
BS, Business Management & Finance
North Carolina State University
Alexander Oliver Solomon's Fisher Investments Experience September 2013 - Present
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock November 2014 - Present
Fisher Investments September 2013 - Present
Skills
Retirement Planning, Microsoft Excel, Cold Calling, Series 63, Mutual Funds, Wealth Management..., Strategic Financial..., New Business Development, Team Building, Business Strategy, Risk Management, Asset Managment, Alternative Investments, Customer Service, Estate Planning, Equities, Asset Allocation, Strategy, Series 7, Credit, Account Management, Public Speaking, Marketing, Leadership, Economics, Sales, Strategic Planning, Investments, Microsoft Office, Finance, Asset Management, Financial Planning
Education
Loyola Marymount University, College of Business Administration 2015 — 2018
Master of Business Administration (M.B.A.), Business Administration and Management
St. Olaf College 2005 — 2009
Bachelor of Arts, Sociology and Anthropology
Lake Brantley High School 2001 — 2005
High School Degree
BlackRock November 2014 - Present
Fisher Investments September 2013 - Present
Skills
Retirement Planning, Microsoft Excel, Cold Calling, Series 63, Mutual Funds, Wealth Management..., Strategic Financial..., New Business Development, Team Building, Business Strategy, Risk Management, Asset Managment, Alternative Investments, Customer Service, Estate Planning, Equities, Asset Allocation, Strategy, Series 7, Credit, Account Management, Public Speaking, Marketing, Leadership, Economics, Sales, Strategic Planning, Investments, Microsoft Office, Finance, Asset Management, Financial Planning
Education
Loyola Marymount University, College of Business Administration 2015 — 2018
Master of Business Administration (M.B.A.), Business Administration and Management
St. Olaf College 2005 — 2009
Bachelor of Arts, Sociology and Anthropology
Lake Brantley High School 2001 — 2005
High School Degree
Ciaran Spillane's Fisher Investments Experience October 2011 - March 2014
Job Vice President, Institutional Sales and Client Service
Industry Investment Management
Experience
Fisher Investments October 2011 - March 2014
Newton Capital Management January 2006 - February 2011
Iridian Asset Management September 2002 - December 2005
Bank of Ireland Asset Management August 1996 - September 2002
Institutional Investor September 1994 - August 1996
Skills
Relationship Management, Business Development, Alternative Investments, Asset Managment, Investments, Equities, Fixed Income, Mutual Funds, Investment Management, Wealth Management
Education
National University of Ireland, Galway 1992 — 1993
Higher Diploma, Applied Communications
University College Cork 1989 — 1992
BA (Hons.), History and English
Fisher Investments October 2011 - March 2014
Newton Capital Management January 2006 - February 2011
Iridian Asset Management September 2002 - December 2005
Bank of Ireland Asset Management August 1996 - September 2002
Institutional Investor September 1994 - August 1996
Skills
Relationship Management, Business Development, Alternative Investments, Asset Managment, Investments, Equities, Fixed Income, Mutual Funds, Investment Management, Wealth Management
Education
National University of Ireland, Galway 1992 — 1993
Higher Diploma, Applied Communications
University College Cork 1989 — 1992
BA (Hons.), History and English
Stephanie Tsai's Fisher Investments Experience January 2010 - March 2011
Job Account Manager at Goodby, Silverstein & Partners
Industry Marketing and Advertising
Experience
Goodby, Silverstein & Partners March 2011 - Present
Fisher Investments January 2010 - March 2011
Fisher Investments July 2008 - January 2010
Growthink April 2007 - January 2008
Skills
Integrated Marketing, Advertising, Project Management, Marketing, Microsoft Office, Business Development, Social Media Marketing, Online Advertising, Digital Strategy, Digital Marketing, Social Media, Market Research, Account Management, Marketing Communications, Marketing Strategy, Digital Media, Microsoft Excel, Analytics
Education
National Taiwan University 2014 — 2015
Chinese Language Division
University of California, San Diego 2004 — 2008
B.S., Management Science, Economics
Universidad de Córdoba 2006 — 2006
Spanish Language and Culture, European History, Art History
Goodby, Silverstein & Partners March 2011 - Present
Fisher Investments January 2010 - March 2011
Fisher Investments July 2008 - January 2010
Growthink April 2007 - January 2008
Skills
Integrated Marketing, Advertising, Project Management, Marketing, Microsoft Office, Business Development, Social Media Marketing, Online Advertising, Digital Strategy, Digital Marketing, Social Media, Market Research, Account Management, Marketing Communications, Marketing Strategy, Digital Media, Microsoft Excel, Analytics
Education
National Taiwan University 2014 — 2015
Chinese Language Division
University of California, San Diego 2004 — 2008
B.S., Management Science, Economics
Universidad de Córdoba 2006 — 2006
Spanish Language and Culture, European History, Art History
Yingchun Liu's Fisher Investments Experience Business AnalystFisher Investments2007 - 2008
Job Business Analyst at Fisher Investments
Industry Investment Management
Experience
Fisher Investments Business AnalystFisher Investments2007 - 2008
Education
Massachusetts Institute of Technology 1992 — 1997
PhD, Engineering
Fisher Investments Business AnalystFisher Investments2007 - 2008
Education
Massachusetts Institute of Technology 1992 — 1997
PhD, Engineering
Paul Brownson's Fisher Investments Experience April 2001 - November 2005
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock August 2006 - Present
Bain Capital March 2006 - August 2006
Fisher Investments April 2001 - November 2005
Skills
Mutual Funds, Wealth Management, Bloomberg, Equities, Fixed Income, Investment Management, Hedge Funds, Financial Analysis, Financial Services
Education
Lynchburg College 1997 — 2000
B.A., Economics
Caesar Rodney High School 1992 — 2000
BlackRock August 2006 - Present
Bain Capital March 2006 - August 2006
Fisher Investments April 2001 - November 2005
Skills
Mutual Funds, Wealth Management, Bloomberg, Equities, Fixed Income, Investment Management, Hedge Funds, Financial Analysis, Financial Services
Education
Lynchburg College 1997 — 2000
B.A., Economics
Caesar Rodney High School 1992 — 2000
Anthony Capristo MBA CFP CLU RICP CASL REBC CAP's Fisher Investments Experience June 2013 - Present
Job Investment Counselor at Fisher Investments
Industry Investment Management
Experience
Fisher Investments June 2013 - Present
Citizens Bank August 2012 - June 2013
M&T Bank June 2007 - August 2012
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Consumer Lending, Certified Financial..., CLU, Series 65
Education
College Misericordia 2008 — 2010
Master of Business Administration (MBA)
Penn State University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Fisher Investments June 2013 - Present
Citizens Bank August 2012 - June 2013
M&T Bank June 2007 - August 2012
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Consumer Lending, Certified Financial..., CLU, Series 65
Education
College Misericordia 2008 — 2010
Master of Business Administration (MBA)
Penn State University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Justin Hestekin's Fisher Investments Experience January 2014 - Present
Job Client Account Coordinator at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2014 - Present
Self-Employed September 2009 - Present
Merrill Lynch September 2013 - December 2013
Lehrkind's Coca-Cola March 2009 - September 2013
Lehrkind's Coca-Cola September 2005 - March 2009
Montana State University August 2003 - May 2005
Farmers State Bank April 2002 - August 2003
Skills
Management, Customer Service, Project Planning, Training
Education
Montana State University-Bozeman
Bachelor of Science, Business Finance
Fisher Investments January 2014 - Present
Self-Employed September 2009 - Present
Merrill Lynch September 2013 - December 2013
Lehrkind's Coca-Cola March 2009 - September 2013
Lehrkind's Coca-Cola September 2005 - March 2009
Montana State University August 2003 - May 2005
Farmers State Bank April 2002 - August 2003
Skills
Management, Customer Service, Project Planning, Training
Education
Montana State University-Bozeman
Bachelor of Science, Business Finance
Bryan Duffy's Fisher Investments Experience 2003 - 2004
Job Regional Business Consultant at Curian Capital
Industry Financial Services
Experience
Curian Capital February 2014 - Present
AssetMark April 2005 - November 2013
Fisher Investments 2003 - 2004
Saratoga Capital Management, LLC September 1996 - December 2003
Skills
Global Tactical Asset..., Consultative Sales..., Practice Management, Series 63, Series 65, Series 7, Written & Oral..., Stock Market Analysis, Investment Advisory, Investment Advisory..., Alternative Investments, RIAs, Persuasive Presentations, Values based consulting, Retirement Planning, Public Speaking, ETFs, Separately Managed..., Mutual Funds, Financial Services, Investments
Education
New York University
Curian Capital February 2014 - Present
AssetMark April 2005 - November 2013
Fisher Investments 2003 - 2004
Saratoga Capital Management, LLC September 1996 - December 2003
Skills
Global Tactical Asset..., Consultative Sales..., Practice Management, Series 63, Series 65, Series 7, Written & Oral..., Stock Market Analysis, Investment Advisory, Investment Advisory..., Alternative Investments, RIAs, Persuasive Presentations, Values based consulting, Retirement Planning, Public Speaking, ETFs, Separately Managed..., Mutual Funds, Financial Services, Investments
Education
New York University
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY