Fisher Investments
Industry: Company
DescriptionAssets under management: 100 billion USD (As of 01/12/2018) Headquarters: Camas, Washington, United States Founded: 1979 Subsidiaries: Fisher Investments UK,
Fisher Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fisher Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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2,003 Fisher Investments employees in database. Find out everything there's to know about Fisher Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fisher Investments Employees
Employee
Years
Job
Industry
Sarah Kintz Sarah Kintz's Fisher Investments Experience November 2013 - Present
Job Education Program Associate
Industry Financial Services
Experience
M Financial Group July 2015 - Present
Fisher Investments November 2013 - Present
Fisher Investments November 2012 - Present
Avalon English May 2009 - June 2010
Norpac Foods, Inc June 2009 - September 2009
Skills
Curriculum Design, Curriculum Development, Teaching, Tutoring, Lesson Planning, ESL, Classroom, Teacher Training, Teaching English as a..., Educational Leadership, Educational Technology, Classroom Management, Higher Education, Literacy, Staff Development
Education
Oregon State University 2005 — 2008
Bachelor of Science, Speech Communications; Interpersonal and Intercultural communication
2003-2005 Cottey College 2003 — 2005
Associates of Art
M Financial Group July 2015 - Present
Fisher Investments November 2013 - Present
Fisher Investments November 2012 - Present
Avalon English May 2009 - June 2010
Norpac Foods, Inc June 2009 - September 2009
Skills
Curriculum Design, Curriculum Development, Teaching, Tutoring, Lesson Planning, ESL, Classroom, Teacher Training, Teaching English as a..., Educational Leadership, Educational Technology, Classroom Management, Higher Education, Literacy, Staff Development
Education
Oregon State University 2005 — 2008
Bachelor of Science, Speech Communications; Interpersonal and Intercultural communication
2003-2005 Cottey College 2003 — 2005
Associates of Art
Scott Holcom Scott Holcom's Fisher Investments Experience January 2015 - Present
Job Account Executive at Fisher Investments
Industry Financial Services
Tom Salvatierra, CFP® Tom Salvatierra, CFP®'s Fisher Investments Experience April 2011 - January 2012
Job Vice President at Personal Capital
Industry Investment Management
Experience
Personal Capital October 2012 - Present
Wildfire+Google January 2012 - October 2012
Fisher Investments April 2011 - January 2012
Fisher Investments December 2010 - April 2011
Fisher Investments July 2007 - November 2010
Spectrum Athletic Clubs 2006 - 2007
Equinox April 2005 - January 2006
Skills
Start-ups, CRM, Portfolio Management, Investments, Sales, Direct Sales, Leadership, Sales Management, Salesforce.com, Social Media Marketing, Asset Allocation, Sales Process, Training, Account Management, Cold Calling, Marketing, Customer Relations, Inside Sales, Customer Service, New Business Development, Strategic Financial..., Risk Management, Insurance, Personal Financial..., Financial Planning
Education
Northwestern University 2013 — 2014
Certified Financial Planning Certification
University of California, Santa Barbara
Bachelor of Arts, Law and Society
Personal Capital October 2012 - Present
Wildfire+Google January 2012 - October 2012
Fisher Investments April 2011 - January 2012
Fisher Investments December 2010 - April 2011
Fisher Investments July 2007 - November 2010
Spectrum Athletic Clubs 2006 - 2007
Equinox April 2005 - January 2006
Skills
Start-ups, CRM, Portfolio Management, Investments, Sales, Direct Sales, Leadership, Sales Management, Salesforce.com, Social Media Marketing, Asset Allocation, Sales Process, Training, Account Management, Cold Calling, Marketing, Customer Relations, Inside Sales, Customer Service, New Business Development, Strategic Financial..., Risk Management, Insurance, Personal Financial..., Financial Planning
Education
Northwestern University 2013 — 2014
Certified Financial Planning Certification
University of California, Santa Barbara
Bachelor of Arts, Law and Society
Kristen Hahn's Fisher Investments Experience October 2007 - January 2009
Job Project Manager at MAP
Industry Financial Services
Experience
MAP November 2014 - Present
MAP July 2011 - November 2014
MAP January 2009 - July 2011
Fisher Investments October 2007 - January 2009
Ernst & Young September 2005 - October 2007
Skills
Investments, Financial Analysis, Portfolio Management, Financial Reporting, Financial Modeling, Asset Managment, Corporate Finance, Valuation, Strategic Financial..., Equities, Microsoft Excel, Accounting, Due Diligence, Wealth Management, Securities, Investment Management, Investment Banking, Alternative Investments, Asset Management, Private Equity, Mergers & Acquisitions
Education
Pace University - Lubin School of Business 2003 — 2005
MBA, Finance
Sacred Heart University 1999 — 2003
Bachelor of Arts (BA), International Business
Hillsdale HS
MAP November 2014 - Present
MAP July 2011 - November 2014
MAP January 2009 - July 2011
Fisher Investments October 2007 - January 2009
Ernst & Young September 2005 - October 2007
Skills
Investments, Financial Analysis, Portfolio Management, Financial Reporting, Financial Modeling, Asset Managment, Corporate Finance, Valuation, Strategic Financial..., Equities, Microsoft Excel, Accounting, Due Diligence, Wealth Management, Securities, Investment Management, Investment Banking, Alternative Investments, Asset Management, Private Equity, Mergers & Acquisitions
Education
Pace University - Lubin School of Business 2003 — 2005
MBA, Finance
Sacred Heart University 1999 — 2003
Bachelor of Arts (BA), International Business
Hillsdale HS
Jeremiah Martin ジェレマイアー・マーティン)'s Fisher Investments Experience November 2007 - December 2013
Job Representative in Japan, Vice President Sr. Relationship Manager at Fisher Investments Japan
Industry Financial Services
Experience
Fisher Investments Japan August 2015 - Present
Fisher Investments Institutional Group January 2014 - July 2015
Fisher Investments November 2007 - December 2013
Skills
Investments, Asset Allocation, Team Leadership, Building Relationships, Business Development, Portfolio Management, Valuation, Securities, Economics, Investment Strategies, Risk Management
Education
Pitzer College
Bachelor of Science (B.S.), Economics
Fisher Investments Japan August 2015 - Present
Fisher Investments Institutional Group January 2014 - July 2015
Fisher Investments November 2007 - December 2013
Skills
Investments, Asset Allocation, Team Leadership, Building Relationships, Business Development, Portfolio Management, Valuation, Securities, Economics, Investment Strategies, Risk Management
Education
Pitzer College
Bachelor of Science (B.S.), Economics
Brad Cook Brad Cook's Fisher Investments Experience 2001 - 2003
Job Team Builder, Enterprise Sales, Commercial Accounts
Industry Information Technology and Services
Experience
Barracuda Networks January 2012 - Present
Barracuda Networks March 2010 - December 2011
Barracuda Networks January 2006 - March 2010
Barracuda Networks November 2003 - December 2005
Fisher Investments 2001 - 2003
Kana Communications 2000 - 2001
Skills
Negotiation, Solution Selling, Disruptive Technologies, Salesforce.com, Coaching, Channel, Sales Process, Strategic Partnerships, Sales, Account Management, Channel Partners, Sales Management, Sales Operations, Product Management, New Business Development, Lead Generation, Partner Management, Networking, Enterprise Software, Direct Sales, Channel Sales, Sales Enablement, Management, Cloud Computing, SaaS, Leadership, Managed Services, Cold Calling, Selling, Demand Generation, Software Industry, Go-to-market Strategy, Storage
Education
Northwestern University 1996 — 2000
BA, History
La Entrada
Barracuda Networks January 2012 - Present
Barracuda Networks March 2010 - December 2011
Barracuda Networks January 2006 - March 2010
Barracuda Networks November 2003 - December 2005
Fisher Investments 2001 - 2003
Kana Communications 2000 - 2001
Skills
Negotiation, Solution Selling, Disruptive Technologies, Salesforce.com, Coaching, Channel, Sales Process, Strategic Partnerships, Sales, Account Management, Channel Partners, Sales Management, Sales Operations, Product Management, New Business Development, Lead Generation, Partner Management, Networking, Enterprise Software, Direct Sales, Channel Sales, Sales Enablement, Management, Cloud Computing, SaaS, Leadership, Managed Services, Cold Calling, Selling, Demand Generation, Software Industry, Go-to-market Strategy, Storage
Education
Northwestern University 1996 — 2000
BA, History
La Entrada
Puneet Thiara's Fisher Investments Experience January 2015 - Present
Job Portfolio Evaluation Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
J.P. Morgan June 2014 - August 2014
Sandia National Laboratories June 2010 - May 2014
Goldman Sachs September 2013 - December 2013
Goldman Sachs June 2013 - August 2013
Skills
Microsoft Excel, Data Analysis, Microsoft Word, Microsoft Office, Financial Analysis
Education
Northwestern University 2011 — 2014
Bachelor of Arts (BA), Economics, Business Institutions
Fisher Investments January 2015 - Present
J.P. Morgan June 2014 - August 2014
Sandia National Laboratories June 2010 - May 2014
Goldman Sachs September 2013 - December 2013
Goldman Sachs June 2013 - August 2013
Skills
Microsoft Excel, Data Analysis, Microsoft Word, Microsoft Office, Financial Analysis
Education
Northwestern University 2011 — 2014
Bachelor of Arts (BA), Economics, Business Institutions
Monica Shestak Monica Shestak's Fisher Investments Experience May 2015 - Present
Job Campus Recruiting Program Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2015 - Present
Fisher Investments March 2014 - May 2015
Fisher Investments August 2013 - March 2014
Fisher Investments October 2012 - March 2014
Fisher Investments April 2010 - October 2012
Fisher Investments February 2008 - April 2010
Fisher Investments 2006 - 2008
Skills
Client Service, Recruiting, Financial Services, Wealth Management, Investments, Insurance, Mutual Funds, Asset Managment, Series 63, Portfolio Management, Investment Management, 401k, Asset Management, Relationship Management, Leadership
Education
Pennsylvania State University-Erie Campus 2001 — 2004
BS, Business Administration & Marketing
Fisher Investments May 2015 - Present
Fisher Investments March 2014 - May 2015
Fisher Investments August 2013 - March 2014
Fisher Investments October 2012 - March 2014
Fisher Investments April 2010 - October 2012
Fisher Investments February 2008 - April 2010
Fisher Investments 2006 - 2008
Skills
Client Service, Recruiting, Financial Services, Wealth Management, Investments, Insurance, Mutual Funds, Asset Managment, Series 63, Portfolio Management, Investment Management, 401k, Asset Management, Relationship Management, Leadership
Education
Pennsylvania State University-Erie Campus 2001 — 2004
BS, Business Administration & Marketing
Jakub Kubicka's Fisher Investments Experience July 2013 - June 2014
Job Account Management Associate at Red Crayon Pty Ltd
Industry Marketing and Advertising
Experience
Cheri Anderson LLC March 2014 - Present
Red Crayon Pty Ltd December 2014 - May 2015
The Starship November 2014 - January 2015
City of Seattle June 2011 - August 2014
Fisher Investments July 2013 - June 2014
Switch-Fuze Beverage and Vitaminwater July 2012 - September 2013
Skills
Marketing, Social Media Marketing, Social Media, Marketing Communications, Leadership, Public Relations, Event Planning, Facebook, Operations Management, Market Research, Sales, Consulting, Promotions, Human Behavior, Advertising, Copywriting, Creative Writing
Education
School of Visual Concepts 2014 — 2014
Advertising
University of Washington 2008 — 2013
Bachelor of Business Administration (BBA), Marketing, 3.5
Norwegian School of Economics (NHH) 2012 — 2012
Consulting, Marketing, and Business History, 3.7
Shorecrest High School 2004 — 2008
High School Diploma, 3.98
Cheri Anderson LLC March 2014 - Present
Red Crayon Pty Ltd December 2014 - May 2015
The Starship November 2014 - January 2015
City of Seattle June 2011 - August 2014
Fisher Investments July 2013 - June 2014
Switch-Fuze Beverage and Vitaminwater July 2012 - September 2013
Skills
Marketing, Social Media Marketing, Social Media, Marketing Communications, Leadership, Public Relations, Event Planning, Facebook, Operations Management, Market Research, Sales, Consulting, Promotions, Human Behavior, Advertising, Copywriting, Creative Writing
Education
School of Visual Concepts 2014 — 2014
Advertising
University of Washington 2008 — 2013
Bachelor of Business Administration (BBA), Marketing, 3.5
Norwegian School of Economics (NHH) 2012 — 2012
Consulting, Marketing, and Business History, 3.7
Shorecrest High School 2004 — 2008
High School Diploma, 3.98
Trevor Kasmar's Fisher Investments Experience March 2014 - May 2015
Job People and Operations Manager with Exceptional Business Results
Industry Professional Training & Coaching
Experience
Fisher Investments March 2014 - May 2015
Fisher Investments June 2011 - March 2014
Fisher Investments June 2010 - June 2011
Fisher Investments February 2008 - June 2010
Wells Fargo 2006 - 2007
Four Seasons Hotels and Resorts 2002 - 2004
Skills
Training, Leadership Development, Team Building, Coaching, Management, Cross-functional Team..., Career Development, Onboarding, Cornerstone, Customer Support, Customer Service, Team Motivation, Strategic Vision, Business Process..., SaaS, Project Management, Process Efficiency, Strategic Planning, Investments, Business Analysis, Series 65, Financial Services, Wealth Management, Series 7, series 66
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2016
MS in Management and Leadership
Saint Mary's College of California 2003 — 2005
Bachelor of Science (BS), Business Administration, Magna Cum Laude
Fisher Investments March 2014 - May 2015
Fisher Investments June 2011 - March 2014
Fisher Investments June 2010 - June 2011
Fisher Investments February 2008 - June 2010
Wells Fargo 2006 - 2007
Four Seasons Hotels and Resorts 2002 - 2004
Skills
Training, Leadership Development, Team Building, Coaching, Management, Cross-functional Team..., Career Development, Onboarding, Cornerstone, Customer Support, Customer Service, Team Motivation, Strategic Vision, Business Process..., SaaS, Project Management, Process Efficiency, Strategic Planning, Investments, Business Analysis, Series 65, Financial Services, Wealth Management, Series 7, series 66
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2016
MS in Management and Leadership
Saint Mary's College of California 2003 — 2005
Bachelor of Science (BS), Business Administration, Magna Cum Laude
Matt Criss Matt Criss's Fisher Investments Experience July 2014 - Present
Job Career Adviser at Fisher Investments
Industry Financial Services
Experience
Fisher Investments July 2014 - Present
Fisher Investments December 2012 - July 2014
Fisher Investments March 2012 - December 2012
Fisher Investments March 2011 - March 2012
InsideTrack September 2009 - February 2011
Enterprise Rent-A-Car September 2008 - September 2009
Criss Financial Group January 2004 - December 2008
Auto Industry March 2002 - December 2003
Skills
Business Development, Financial Services, Investments, Management, Wealth Management, Investment Management, Sales, Leadership, Financial Markets, Cold Calling, Financial Analysis, Investment Strategies, Mentoring, Life Coaching, Coaching, Public Speaking, Customer Service, Sports Coaching, Leadership Development, Organizational..., Communication, Professional...
Education
Multnomah University
Oregon State University
Fisher Investments July 2014 - Present
Fisher Investments December 2012 - July 2014
Fisher Investments March 2012 - December 2012
Fisher Investments March 2011 - March 2012
InsideTrack September 2009 - February 2011
Enterprise Rent-A-Car September 2008 - September 2009
Criss Financial Group January 2004 - December 2008
Auto Industry March 2002 - December 2003
Skills
Business Development, Financial Services, Investments, Management, Wealth Management, Investment Management, Sales, Leadership, Financial Markets, Cold Calling, Financial Analysis, Investment Strategies, Mentoring, Life Coaching, Coaching, Public Speaking, Customer Service, Sports Coaching, Leadership Development, Organizational..., Communication, Professional...
Education
Multnomah University
Oregon State University
Howard Sackson Howard Sackson's Fisher Investments Experience June 2005 - April 2008
Job
Industry Financial Services
Experience
First California Mortgage Company June 2013 - Present
Startup Consulting September 2009 - June 2013
First Republic Bank April 2010 - May 2012
Conifer Securities April 2008 - September 2009
Fisher Investments June 2005 - April 2008
Thomas Weisel Partners January 2002 - June 2005
Charles Schwab & co. 2000 - 2001
Senterprise, Inc. 2000 - 2000
Everything-Commerce.com 2000 - 2000
Senterprise 2000 - 2000
Skills
Team Leadership, Strategic Planning, Enterprise Architecture, IT Management, IT Strategy, Vendor Management, Data Center, Integration, Program Management, Disaster Recovery, Business Analysis, Investment Banking, Cloud Computing, PMO, Security, Management, PMP, Mobile Infrastructure, Mobile Technology, Product Management, Executive Management, Business Process..., Customer Relations, Business Strategy, Outsourcing, SaaS, Business Continuity, Asset Management, Process Engineering, Business Management, Start-ups, Change Management, IT Operations, Software Project..., Software Development, Team Management, Web Applications, Management Consulting, Agile, Product Development, Process Improvement, CRM, Enterprise Software, ERP, E-commerce, Consulting, Telecommunications, Information Technology
Education
University of Minnesota 1986 — 1988
MBA, Management Information Systems
Pace University 1981 — 1985
BS, Computer Science
First California Mortgage Company June 2013 - Present
Startup Consulting September 2009 - June 2013
First Republic Bank April 2010 - May 2012
Conifer Securities April 2008 - September 2009
Fisher Investments June 2005 - April 2008
Thomas Weisel Partners January 2002 - June 2005
Charles Schwab & co. 2000 - 2001
Senterprise, Inc. 2000 - 2000
Everything-Commerce.com 2000 - 2000
Senterprise 2000 - 2000
Skills
Team Leadership, Strategic Planning, Enterprise Architecture, IT Management, IT Strategy, Vendor Management, Data Center, Integration, Program Management, Disaster Recovery, Business Analysis, Investment Banking, Cloud Computing, PMO, Security, Management, PMP, Mobile Infrastructure, Mobile Technology, Product Management, Executive Management, Business Process..., Customer Relations, Business Strategy, Outsourcing, SaaS, Business Continuity, Asset Management, Process Engineering, Business Management, Start-ups, Change Management, IT Operations, Software Project..., Software Development, Team Management, Web Applications, Management Consulting, Agile, Product Development, Process Improvement, CRM, Enterprise Software, ERP, E-commerce, Consulting, Telecommunications, Information Technology
Education
University of Minnesota 1986 — 1988
MBA, Management Information Systems
Pace University 1981 — 1985
BS, Computer Science
Heather Winnen Heather Winnen's Fisher Investments Experience May 2007 - January 2009
Job Regional Manager Sales and Market Development at Oracle
Industry Information Technology and Services
Experience
Oracle April 2015 - Present
Oracle March 2014 - Present
Oracle January 2013 - February 2014
Morgan Stanley Smith Barney June 2010 - June 2011
Fisher Investments May 2007 - January 2009
Skills
Wealth Management, Business Development, Financial Analysis, CRM, Portfolio Management, Business Strategy, Investments, Financial Services, Financial Modeling, Salesforce.com, New Business Development, Strategy, Relationship Management, Finance, Sales, Marketing, Sales Management, Strategic Financial..., Business Analysis, Baking, Entrepreneurship
Education
University of San Francisco 2011 — 2012
Bachelors of Science, Business Administration
Half moon bay
Oklahoma State University
Oracle April 2015 - Present
Oracle March 2014 - Present
Oracle January 2013 - February 2014
Morgan Stanley Smith Barney June 2010 - June 2011
Fisher Investments May 2007 - January 2009
Skills
Wealth Management, Business Development, Financial Analysis, CRM, Portfolio Management, Business Strategy, Investments, Financial Services, Financial Modeling, Salesforce.com, New Business Development, Strategy, Relationship Management, Finance, Sales, Marketing, Sales Management, Strategic Financial..., Business Analysis, Baking, Entrepreneurship
Education
University of San Francisco 2011 — 2012
Bachelors of Science, Business Administration
Half moon bay
Oklahoma State University
Doug Regner Doug Regner's Fisher Investments Experience September 2007 - December 2009
Job Vice President of Sales, Liftoff
Industry Internet
Experience
Liftoff, Inc. October 2014 - Present
Near Me February 2013 - Present
Google August 2012 - October 2014
Wildfire, a division of Google December 2009 - January 2013
Fisher Investments September 2007 - December 2009
Fisher Investments January 2007 - September 2007
Fisher Investments March 2004 - January 2007
Fisher Investments August 2002 - March 2004
Skills
Direct Sales, Sales Management, Advertising Sales, Salesforce.com, Innovation, Innovation Management, Social Media, Social Media Marketing, Excel, Group Presentations, Presenter, Feature Writing, Feature Articles, Strategic Partnerships, SaaS, Sales Process, Marketing, Sales, CRM, Mobile Marketing, Email Marketing, Lead Generation, Enterprise Software, Account Management, Cold Calling, Microsoft Excel, Competitive Analysis, Online Advertising, Analytics, Start-ups, Business Development, Online Marketing, Digital Marketing, SEM, E-commerce, Strategy, Management, Advertising
Education
Occidental College 1998 — 2002
B.A.
The U.S. House of Representatives Page School 1996 — 1997
McClintock
Liftoff, Inc. October 2014 - Present
Near Me February 2013 - Present
Google August 2012 - October 2014
Wildfire, a division of Google December 2009 - January 2013
Fisher Investments September 2007 - December 2009
Fisher Investments January 2007 - September 2007
Fisher Investments March 2004 - January 2007
Fisher Investments August 2002 - March 2004
Skills
Direct Sales, Sales Management, Advertising Sales, Salesforce.com, Innovation, Innovation Management, Social Media, Social Media Marketing, Excel, Group Presentations, Presenter, Feature Writing, Feature Articles, Strategic Partnerships, SaaS, Sales Process, Marketing, Sales, CRM, Mobile Marketing, Email Marketing, Lead Generation, Enterprise Software, Account Management, Cold Calling, Microsoft Excel, Competitive Analysis, Online Advertising, Analytics, Start-ups, Business Development, Online Marketing, Digital Marketing, SEM, E-commerce, Strategy, Management, Advertising
Education
Occidental College 1998 — 2002
B.A.
The U.S. House of Representatives Page School 1996 — 1997
McClintock
Victoria Averett Victoria Averett's Fisher Investments Experience March 2014 - Present
Job Staff Coordinator
Industry Financial Services
Emerson DiNapoli Emerson DiNapoli's Fisher Investments Experience May 2010 - February 2011
Job Associate Private Client Services Group
Industry Real Estate
Experience
Colliers International May 2013 - Present
Marcus & Millichap April 2012 - May 2013
Fisher Investments May 2010 - February 2011
Colliers International Northern CA May 2008 - August 2008
Skills
Brokerage, Investments, Real Estate Economics, Financial Analysis, Real Estate Transactions, Disposition, Leases, Financial Modeling, Portfolio Management, Real Estate, Real Estate Development, Asset Managment, Start-ups, Corporate Real Estate, Valuation, Commercial Real Estate, Asset Management, Dispositions
Education
Penn State University 2005 — 2009
BS, Economic Development
Bellarmine College Preparatory 2001 — 2005
Colliers International May 2013 - Present
Marcus & Millichap April 2012 - May 2013
Fisher Investments May 2010 - February 2011
Colliers International Northern CA May 2008 - August 2008
Skills
Brokerage, Investments, Real Estate Economics, Financial Analysis, Real Estate Transactions, Disposition, Leases, Financial Modeling, Portfolio Management, Real Estate, Real Estate Development, Asset Managment, Start-ups, Corporate Real Estate, Valuation, Commercial Real Estate, Asset Management, Dispositions
Education
Penn State University 2005 — 2009
BS, Economic Development
Bellarmine College Preparatory 2001 — 2005
Kathryn Tonkel Kathryn Tonkel's Fisher Investments Experience January 2015 - Present
Job Account Executive at Fisher Investments
Industry
Experience
Fisher Investments January 2015 - Present
Oakland Raiders July 2014 - December 2014
Beaver Sports Properties/ Learfield Sports August 2013 - July 2014
Beaver Sports Properties/ Learfield Sports August 2012 - July 2014
Education
Oregon State University 2010 — 2014
Communication
Los Gatos High School 2006 — 2010
Los Gatos High School
Fisher Investments January 2015 - Present
Oakland Raiders July 2014 - December 2014
Beaver Sports Properties/ Learfield Sports August 2013 - July 2014
Beaver Sports Properties/ Learfield Sports August 2012 - July 2014
Education
Oregon State University 2010 — 2014
Communication
Los Gatos High School 2006 — 2010
Los Gatos High School
Sohrab Sangha's Fisher Investments Experience August 2014 - Present
Job Trading Operations at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2014 - Present
Skills
Market Research, Investment Management, Stock Market, Equity Research, Stock Trading, Account Reconciliation, Self-starter, Customer Service, Microsoft SQL Server, Project Planning, Microsoft Office, Real Estate Financing, Microsoft Excel, Microsoft CRM, Close Attention to..., Project Management, Conflict Resolution, Multilingual, Remedy Ticketing System, Personal Communication, Problem Solving, Financial Accounting
Education
California State University-Hayward - School of Business and Economics 2011 — 2013
Bachelor's Degree, Business Administration - Finance and Corporate Management
California State University-Hayward - School of Business and Economics 2010 — 2012
Bachelor's Degree, Economics
San Francisco State University 2010 — 2011
Ohlone College
Fisher Investments August 2014 - Present
Skills
Market Research, Investment Management, Stock Market, Equity Research, Stock Trading, Account Reconciliation, Self-starter, Customer Service, Microsoft SQL Server, Project Planning, Microsoft Office, Real Estate Financing, Microsoft Excel, Microsoft CRM, Close Attention to..., Project Management, Conflict Resolution, Multilingual, Remedy Ticketing System, Personal Communication, Problem Solving, Financial Accounting
Education
California State University-Hayward - School of Business and Economics 2011 — 2013
Bachelor's Degree, Business Administration - Finance and Corporate Management
California State University-Hayward - School of Business and Economics 2010 — 2012
Bachelor's Degree, Economics
San Francisco State University 2010 — 2011
Ohlone College
Maegen Cordero Maegen Cordero's Fisher Investments Experience August 2008 - November 2008
Job Program Director, at ClearBalance
Industry Hospital & Health Care
Experience
ClearBalance February 2013 - Present
ClearBalance by CSI Financial Services September 2011 - February 2013
CSI Financial Services, Inc. March 2009 - September 2011
Fisher Investments August 2008 - November 2008
Skills
Financial Modeling, Healthcare, Salesforce.com, Sales, Data Analysis, Strategic Planning, Project Management, Product Management, Finance, Healthcare Information..., Customer Service, Microsoft Office, Management, Process Improvement, Marketing, Training, Change Management, Strategy, Analysis
Education
University of California, San Diego
BA, Economics, International Studies
Punahou School
ClearBalance February 2013 - Present
ClearBalance by CSI Financial Services September 2011 - February 2013
CSI Financial Services, Inc. March 2009 - September 2011
Fisher Investments August 2008 - November 2008
Skills
Financial Modeling, Healthcare, Salesforce.com, Sales, Data Analysis, Strategic Planning, Project Management, Product Management, Finance, Healthcare Information..., Customer Service, Microsoft Office, Management, Process Improvement, Marketing, Training, Change Management, Strategy, Analysis
Education
University of California, San Diego
BA, Economics, International Studies
Punahou School
Kyle Whitney Kyle Whitney's Fisher Investments Experience July 2015 - Present
Job Buyer at Precision Aircraft Solutions
Industry Aviation & Aerospace
Experience
Fisher Investments July 2015 - Present
Precision Aircraft Solutions September 2011 - June 2015
Education
Portland State University 2014 — 2014
Bachelor of Science (B.S.), Social Sciences
University of Oregon 2005 — 2009
Fisher Investments July 2015 - Present
Precision Aircraft Solutions September 2011 - June 2015
Education
Portland State University 2014 — 2014
Bachelor of Science (B.S.), Social Sciences
University of Oregon 2005 — 2009
Jessica Hansen Jessica Hansen's Fisher Investments Experience September 2013 - January 2015
Job Former Recruiter turned Stay at Home Mom
Industry Staffing and Recruiting
Experience
Hansen Household January 2015 - Present
Fisher Investments September 2013 - January 2015
Fisher Investments February 2013 - September 2013
Apple, Inc September 2011 - February 2013
Genentech November 2010 - April 2011
Wheelhouse Enterprises June 2010 - October 2010
The Aji Network, Inc. August 2008 - April 2009
The Aji Network, Inc August 2008 - April 2009
Victoria's Secret October 2006 - July 2008
Saint James Christian Preschool May 2005 - August 2006
Education
Notre Dame de Namur University 2003 — 2007
Bachelor of Science, Business Administration; Marketing and Management
San Leandro High School 1999 — 2003
Hansen Household January 2015 - Present
Fisher Investments September 2013 - January 2015
Fisher Investments February 2013 - September 2013
Apple, Inc September 2011 - February 2013
Genentech November 2010 - April 2011
Wheelhouse Enterprises June 2010 - October 2010
The Aji Network, Inc. August 2008 - April 2009
The Aji Network, Inc August 2008 - April 2009
Victoria's Secret October 2006 - July 2008
Saint James Christian Preschool May 2005 - August 2006
Education
Notre Dame de Namur University 2003 — 2007
Bachelor of Science, Business Administration; Marketing and Management
San Leandro High School 1999 — 2003
Daniel Zales Daniel Zales's Fisher Investments Experience March 2014 - Present
Job Capital Markets Research Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments March 2014 - Present
PetroEd June 2011 - Present
NASA August 2012 - August 2013
Sugar Bowl Ski Foundation 2006 - January 2013
Breakthrough Sacramento June 2010 - August 2010
CBC Engineering February 2009 - August 2010
California State University, Sacramento June 2007 - August 2007
Skills
Leadership, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Team Building, Statistics, R, Research, Data Analysis, Project Management, Microsoft Word, Business Development, Matlab, Coaching, Community Outreach, Teaching, Editing, Analysis
Education
Rice University 2013 — 2013
Master of Statistics, Statistics, 3.8
Rice University 2009 — 2013
Bachelor of Arts (BA), Political Science, 3.6
Sacramento Country Day School 2000 — 2009
High School Diploma, 4.3
University of Pennsylvania 2008 — 2008
Jerome Fisher Management and Technology Summer Institute
Fisher Investments March 2014 - Present
PetroEd June 2011 - Present
NASA August 2012 - August 2013
Sugar Bowl Ski Foundation 2006 - January 2013
Breakthrough Sacramento June 2010 - August 2010
CBC Engineering February 2009 - August 2010
California State University, Sacramento June 2007 - August 2007
Skills
Leadership, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Team Building, Statistics, R, Research, Data Analysis, Project Management, Microsoft Word, Business Development, Matlab, Coaching, Community Outreach, Teaching, Editing, Analysis
Education
Rice University 2013 — 2013
Master of Statistics, Statistics, 3.8
Rice University 2009 — 2013
Bachelor of Arts (BA), Political Science, 3.6
Sacramento Country Day School 2000 — 2009
High School Diploma, 4.3
University of Pennsylvania 2008 — 2008
Jerome Fisher Management and Technology Summer Institute
Tobias Mckibben Tobias Mckibben's Fisher Investments Experience October 2014 - Present
Job IT Service Desk Specialist at Fisher Investments
Industry Computer & Network Security
Experience
Fisher Investments October 2014 - Present
ACS Professional Staffing September 2013 - August 2014
Charles Schwab November 1997 - June 2013
Skills
Software Documentation, Technical Support, Troubleshooting, Active Directory, Windows 7, Customer Service, Hardware, Operating Systems, Windows, Leadership, Public Speaking, Computer Security, Networking, Help Desk Support, Laptops, Testing, System Deployment, Group Policy, Servers, Microsoft Office, Windows Vista, Windows XP Pro, windows 8, Motivation, Economics, business report writing, Statistics, Computer Hardware, Computer Repair, Computer Proficiency, Computer Maintenance, Ethics, Accounting, Management, System Administration, XP, Call Centers, Printers, Training, Access, Software Installation, Customer Support, Workstations, Citrix, Antivirus, Desktop Computers, Information Technology, Software, Service Desk, Microsoft Technologies
Education
Paradise Valley Community College 2008 — 2011
General business, Emphasis on Business Administration and Management, General
Fisher Investments October 2014 - Present
ACS Professional Staffing September 2013 - August 2014
Charles Schwab November 1997 - June 2013
Skills
Software Documentation, Technical Support, Troubleshooting, Active Directory, Windows 7, Customer Service, Hardware, Operating Systems, Windows, Leadership, Public Speaking, Computer Security, Networking, Help Desk Support, Laptops, Testing, System Deployment, Group Policy, Servers, Microsoft Office, Windows Vista, Windows XP Pro, windows 8, Motivation, Economics, business report writing, Statistics, Computer Hardware, Computer Repair, Computer Proficiency, Computer Maintenance, Ethics, Accounting, Management, System Administration, XP, Call Centers, Printers, Training, Access, Software Installation, Customer Support, Workstations, Citrix, Antivirus, Desktop Computers, Information Technology, Software, Service Desk, Microsoft Technologies
Education
Paradise Valley Community College 2008 — 2011
General business, Emphasis on Business Administration and Management, General
Joseph Rayburn's Fisher Investments Experience August 2014 - Present
Job Finance major at PLU and Beta Gamma Sigma member
Industry Financial Services
Experience
Fisher Investments August 2014 - Present
Pacific Lutheran University February 2011 - Present
Seattle Sounders FC May 2013 - August 2013
Nike June 2011 - August 2012
Nike Employee Store June 2011 - August 2012
Rayburn Law Offices June 2010 - September 2010
Rayburn Law Offices May 2010 - September 2010
Skills
Sports, Microsoft Office, Facebook, Athletics, Customer Service, Sales, Press Releases
Education
Pacific Lutheran University 2010 — 2014
Bachelors of Business Administration, Finance
Pacific Lutheran University 2010 — 2014
Bachelors of Business Administration, Finance
plu 2010 — 2012
Bachelor's, Business Administration
Fisher Investments August 2014 - Present
Pacific Lutheran University February 2011 - Present
Seattle Sounders FC May 2013 - August 2013
Nike June 2011 - August 2012
Nike Employee Store June 2011 - August 2012
Rayburn Law Offices June 2010 - September 2010
Rayburn Law Offices May 2010 - September 2010
Skills
Sports, Microsoft Office, Facebook, Athletics, Customer Service, Sales, Press Releases
Education
Pacific Lutheran University 2010 — 2014
Bachelors of Business Administration, Finance
Pacific Lutheran University 2010 — 2014
Bachelors of Business Administration, Finance
plu 2010 — 2012
Bachelor's, Business Administration
David Wirtner's Fisher Investments Experience September 2014 - Present
Job Business Information Specialist at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2014 - Present
Humana May 2013 - September 2014
Summit Reinsurance Services, Inc. May 2011 - August 2011
Do it Best Corp. June 2009 - August 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, SAS, Visual Basic, SQL, Technical Presentations, Interpersonal Skill
Education
Purdue University 2010 — 2014
Actuarial Science and Applied Statistics, Financial Mathematics, English, Economics, Accounting, Mathematics, Senior
Fisher Investments September 2014 - Present
Humana May 2013 - September 2014
Summit Reinsurance Services, Inc. May 2011 - August 2011
Do it Best Corp. June 2009 - August 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, SAS, Visual Basic, SQL, Technical Presentations, Interpersonal Skill
Education
Purdue University 2010 — 2014
Actuarial Science and Applied Statistics, Financial Mathematics, English, Economics, Accounting, Mathematics, Senior
Kelly Kamhoot's Fisher Investments Experience September 2012 - Present
Job Relationship Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2012 - Present
Lacamas Community Credit Union April 2011 - August 2012
TwinStar Credit Union November 2006 - April 2011
Clackamas Federal Credit Union June 2000 - September 2006
Education
Portland State University 1998 — 2006
Bachelor of Applied Science (B.A.Sc.), Business Administration and Marketing
Fisher Investments September 2012 - Present
Lacamas Community Credit Union April 2011 - August 2012
TwinStar Credit Union November 2006 - April 2011
Clackamas Federal Credit Union June 2000 - September 2006
Education
Portland State University 1998 — 2006
Bachelor of Applied Science (B.A.Sc.), Business Administration and Marketing
Chris Boaz Chris Boaz's Fisher Investments Experience February 2008 - Present
Job VP Online Marketing at Fisher Investments
Industry Financial Services
Experience
Fisher Investments February 2008 - Present
Fisher Investments 2006 - February 2008
Fisher Investments September 2002 - 2006
Morgan Stanley July 2000 - July 2002
Skills
Team Leadership, Online Advertising, Direct Marketing, Sales Management, Direct Sales, Media Buying, Online Lead Generation, Google Adwords, Client Services, Online Marketing, Digital Marketing
Education
Ohio University 1996 — 2000
Bachelor of Business Administration, Finance
Fisher Investments February 2008 - Present
Fisher Investments 2006 - February 2008
Fisher Investments September 2002 - 2006
Morgan Stanley July 2000 - July 2002
Skills
Team Leadership, Online Advertising, Direct Marketing, Sales Management, Direct Sales, Media Buying, Online Lead Generation, Google Adwords, Client Services, Online Marketing, Digital Marketing
Education
Ohio University 1996 — 2000
Bachelor of Business Administration, Finance
Anna Shaw Anna Shaw's Fisher Investments Experience September 2014 - Present
Job Client Services Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2014 - Present
The Porch at Schenley March 2013 - Present
Point Park University November 2013 - May 2014
Six Penn Kitchen June 2011 - March 2013
Point Park University May 2011 - January 2012
Skills
Leadership, Customer Service, Time Management, Microsoft Word, Microsoft Excel, Critical Thinking, Team Leadership, Spanish, Organization, Google+, QuickBooks, I2, I2S, Emergency Response to..., Terrorist Financing, General Ledger, Modern Standard Arabic, Security Operations, Interrogation Techniques, Superior Work Ethic, Micros, Aloha, POS
Education
Point Park University 2010 — 2014
Bachelor of Science (BS), Intelligence and National Security, 3.78 GPA
Fisher Investments September 2014 - Present
The Porch at Schenley March 2013 - Present
Point Park University November 2013 - May 2014
Six Penn Kitchen June 2011 - March 2013
Point Park University May 2011 - January 2012
Skills
Leadership, Customer Service, Time Management, Microsoft Word, Microsoft Excel, Critical Thinking, Team Leadership, Spanish, Organization, Google+, QuickBooks, I2, I2S, Emergency Response to..., Terrorist Financing, General Ledger, Modern Standard Arabic, Security Operations, Interrogation Techniques, Superior Work Ethic, Micros, Aloha, POS
Education
Point Park University 2010 — 2014
Bachelor of Science (BS), Intelligence and National Security, 3.78 GPA
Brandon Ferree, CFA Brandon Ferree, CFA's Fisher Investments Experience March 2013 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments March 2013 - Present
US Bank April 2010 - March 2013
US Bank June 2007 - April 2010
Skills
Portfolio Management, Credit, Credit Analysis, Investments, Loans, Financial Analysis, Banking, Treasury Management, Finance, Economics, Cash Management, Mortgage Lending, Strategic Financial..., Securities, Financial Planning, Information Management, Risk Management, Payments
Education
Portland State University - School of Business 2000 — 2003
Bachelor, Finance, Information Systems
Fisher Investments March 2013 - Present
US Bank April 2010 - March 2013
US Bank June 2007 - April 2010
Skills
Portfolio Management, Credit, Credit Analysis, Investments, Loans, Financial Analysis, Banking, Treasury Management, Finance, Economics, Cash Management, Mortgage Lending, Strategic Financial..., Securities, Financial Planning, Information Management, Risk Management, Payments
Education
Portland State University - School of Business 2000 — 2003
Bachelor, Finance, Information Systems
Michelle Charbonneau Michelle Charbonneau's Fisher Investments Experience February 2015 - Present
Job Information Technology / Project Management at Fisher Investments
Industry Information Technology and Services
Experience
Fisher Investments February 2015 - Present
Portland State University September 2011 - February 2015
Portland State University November 2007 - September 2011
Elle Charbonneau 2003 - September 2011
Portland State University 2004 - 2007
Portland State University 2000 - 2004
Symatrix Technology 1997 - 2000
Oregon Health and Sciences University 1995 - 1997
Skills
Networking, Data Analysis, Program Management, System Administration, Technical Writing, Databases, Analysis, Project Management, Information Technology, Team Leadership, Troubleshooting, Training, Software Documentation, Visio, Business Analysis
Education
Portland State University 2004 — 2005
Management of Engineering & Technology
Portland State University 1998 — 2000
B.S., Psychology
Reed College 1995 — 1998
Liberal Arts
Battle Ground High School
Fisher Investments February 2015 - Present
Portland State University September 2011 - February 2015
Portland State University November 2007 - September 2011
Elle Charbonneau 2003 - September 2011
Portland State University 2004 - 2007
Portland State University 2000 - 2004
Symatrix Technology 1997 - 2000
Oregon Health and Sciences University 1995 - 1997
Skills
Networking, Data Analysis, Program Management, System Administration, Technical Writing, Databases, Analysis, Project Management, Information Technology, Team Leadership, Troubleshooting, Training, Software Documentation, Visio, Business Analysis
Education
Portland State University 2004 — 2005
Management of Engineering & Technology
Portland State University 1998 — 2000
B.S., Psychology
Reed College 1995 — 1998
Liberal Arts
Battle Ground High School
Lara (Lara Yasin) Ventimiglia Lara (Lara Yasin) Ventimiglia's Fisher Investments Experience September 2009 - November 2010
Job Humanizing brands online!
Industry Marketing and Advertising
Experience
Expand Your Brand Consulting May 2013 - Present
Al Narah Hookah Lounge March 2009 - Present
Expand Your Brand Consulting April 2012 - May 2013
Jordan Motorz November 2011 - April 2013
Fisher Investments September 2009 - November 2010
Bank of America July 2000 - February 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, HTML, Budgets, Public Speaking, PowerPoint, Marketing, Social Media Marketing, Team Building, Training, Sales Management, Online Marketing, Blogging, Public Relations, Facebook, Management, Account Management, Marketing Strategy, Digital Marketing, Social Media, Sales, Strategy, Social Networking, New Business Development, Brand Development
Education
Portland State University 2003 — 2005
Bachelor of Science (B.S.), Arts and letters, minor in Arabic, women studies, communication, and an option of pre-dental
Oregon State University 2001 — 2002
Expand Your Brand Consulting May 2013 - Present
Al Narah Hookah Lounge March 2009 - Present
Expand Your Brand Consulting April 2012 - May 2013
Jordan Motorz November 2011 - April 2013
Fisher Investments September 2009 - November 2010
Bank of America July 2000 - February 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, HTML, Budgets, Public Speaking, PowerPoint, Marketing, Social Media Marketing, Team Building, Training, Sales Management, Online Marketing, Blogging, Public Relations, Facebook, Management, Account Management, Marketing Strategy, Digital Marketing, Social Media, Sales, Strategy, Social Networking, New Business Development, Brand Development
Education
Portland State University 2003 — 2005
Bachelor of Science (B.S.), Arts and letters, minor in Arabic, women studies, communication, and an option of pre-dental
Oregon State University 2001 — 2002
Daniel Jaklich Daniel Jaklich's Fisher Investments Experience August 2008 - March 2011
Job Product Manager at Intel Corporation
Industry Semiconductors
Experience
Intel Corporation October 2014 - Present
Intel (via Kelly Services) November 2013 - October 2014
Bernstein Global Wealth Management February 2012 - November 2013
Fisher Investments August 2008 - March 2011
Skills
Financial Analysis, Financial Modeling, Sales, Analysis, Investments, Strategic Planning, Project Planning, Data Analysis, Management, Strategy, New Business Development, Asset Allocation, CRM, Microsoft Excel, Marketing Strategy, Portfolio Management, Strategic Financial..., Team Leadership, Series 7, Research, Marketing
Education
Portland State University - School of Business 2009 — 2011
MBA, Finance, Management
University of Idaho 2005 — 2008
BS, Management & Human Resources, Marketing
Intel Corporation October 2014 - Present
Intel (via Kelly Services) November 2013 - October 2014
Bernstein Global Wealth Management February 2012 - November 2013
Fisher Investments August 2008 - March 2011
Skills
Financial Analysis, Financial Modeling, Sales, Analysis, Investments, Strategic Planning, Project Planning, Data Analysis, Management, Strategy, New Business Development, Asset Allocation, CRM, Microsoft Excel, Marketing Strategy, Portfolio Management, Strategic Financial..., Team Leadership, Series 7, Research, Marketing
Education
Portland State University - School of Business 2009 — 2011
MBA, Finance, Management
University of Idaho 2005 — 2008
BS, Management & Human Resources, Marketing
Viktor Kholodyuk Viktor Kholodyuk's Fisher Investments Experience August 2015 - Present
Job Data Analysis
Industry Financial Services
Experience
Fisher Investments August 2015 - Present
Fisher Investments August 2013 - August 2015
University of Washington June 2011 - June 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, PlanSwift, VBA programming, Leadership, Financial Analysis, Quantitative Analysis, Microsoft Access, Customer Service, Training, IT Networks, Accounting, Finance, Access, Statistics, Economics, Time Management, Teamwork, Ninja Skills, Quantitative Analytics, Data Analysis, Windows, Kung Fu
Education
University of Washington 2011 — 2013
Business Administration, Finance, 3.52
Pierce College at Puyallup 2009 — 2011
Business, 3.87
Fisher Investments August 2015 - Present
Fisher Investments August 2013 - August 2015
University of Washington June 2011 - June 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, PlanSwift, VBA programming, Leadership, Financial Analysis, Quantitative Analysis, Microsoft Access, Customer Service, Training, IT Networks, Accounting, Finance, Access, Statistics, Economics, Time Management, Teamwork, Ninja Skills, Quantitative Analytics, Data Analysis, Windows, Kung Fu
Education
University of Washington 2011 — 2013
Business Administration, Finance, 3.52
Pierce College at Puyallup 2009 — 2011
Business, 3.87
Chase Arneson Chase Arneson's Fisher Investments Experience July 2013 - Present
Job Equity Research Analyst at Fisher Investments
Industry Investment Management
Experience
Fisher Investments July 2013 - Present
Goldman Sachs June 2011 - June 2013
University of Utah Student Investment Fund August 2010 - May 2011
University Venture Fund May 2010 - January 2011
Skills
Financial Modeling, Investments, Equity Research, Due Diligence, Research, Capital Markets, Venture Capital, Financial Analysis, Risk Management, Bloomberg, Private Equity, Equities, Microsoft Excel, Investment Banking, Corporate Finance
Education
University of Utah 2005 — 2011
Bachelor of Science, Finance
Universidad Católica de Valparaíso 2009 — 2009
Spanish
Fisher Investments July 2013 - Present
Goldman Sachs June 2011 - June 2013
University of Utah Student Investment Fund August 2010 - May 2011
University Venture Fund May 2010 - January 2011
Skills
Financial Modeling, Investments, Equity Research, Due Diligence, Research, Capital Markets, Venture Capital, Financial Analysis, Risk Management, Bloomberg, Private Equity, Equities, Microsoft Excel, Investment Banking, Corporate Finance
Education
University of Utah 2005 — 2011
Bachelor of Science, Finance
Universidad Católica de Valparaíso 2009 — 2009
Spanish
Luther Johnson, PMP, CSM Luther Johnson, PMP, CSM's Fisher Investments Experience May 2006 - February 2007
Job Real Estate Investor at Selfemployed
Industry Information Technology and Services
Experience
Nitinol Technologies, Inc. February 2009 - September 2010
Assign Corporation August 2007 - May 2008
Fisher Investments May 2006 - February 2007
Adobe Systems January 2000 - May 2005
Adobe Systems 1996 - 2000
Keane, Inc. January 1995 - August 1996
Philadelphia Phillies and Houston Astros 1987 - 1991
Skills
Software Development, Scrum, Business Analysis, Project Management, Software Documentation, Management
Education
University of California, Santa Cruz 1999 — 2000
Certificate in C Language Programming
Pacific Lutheran University 1992 — 1994
BBA
Project Management Institute (PMI®)
PMP®
Nitinol Technologies, Inc. February 2009 - September 2010
Assign Corporation August 2007 - May 2008
Fisher Investments May 2006 - February 2007
Adobe Systems January 2000 - May 2005
Adobe Systems 1996 - 2000
Keane, Inc. January 1995 - August 1996
Philadelphia Phillies and Houston Astros 1987 - 1991
Skills
Software Development, Scrum, Business Analysis, Project Management, Software Documentation, Management
Education
University of California, Santa Cruz 1999 — 2000
Certificate in C Language Programming
Pacific Lutheran University 1992 — 1994
BBA
Project Management Institute (PMI®)
PMP®
Gary L. Hall, CFA Gary L. Hall, CFA's Fisher Investments Experience January 2014 - May 2014
Job Portfolio Manager at FutureAdvisor
Industry Financial Services
Experience
FutureAdvisor (Powered by BlackRock Solutions) June 2014 - Present
Fisher Investments January 2014 - May 2014
Fisher Investments July 2012 - January 2014
Fisher Investments December 2010 - July 2012
Fisher Investments April 2007 - December 2010
Skills
Equities, Research, Microsoft Excel, Financial Modeling, Wealth Management, Valuation, Financial Analysis, Portfolio Management, Retirement Planning, Behavioral Finance, Financial Statement..., Performance Analysis, Writing, Monte Carlo Simulation, Risk Analysis, Database Design, PowerPoint, Thomson One, Capital IQ, ClariFI, Factset, Access, Bloomberg, Datastream, Personal Financial...
Education
Oregon State University 2000 — 2003
BS
FutureAdvisor (Powered by BlackRock Solutions) June 2014 - Present
Fisher Investments January 2014 - May 2014
Fisher Investments July 2012 - January 2014
Fisher Investments December 2010 - July 2012
Fisher Investments April 2007 - December 2010
Skills
Equities, Research, Microsoft Excel, Financial Modeling, Wealth Management, Valuation, Financial Analysis, Portfolio Management, Retirement Planning, Behavioral Finance, Financial Statement..., Performance Analysis, Writing, Monte Carlo Simulation, Risk Analysis, Database Design, PowerPoint, Thomson One, Capital IQ, ClariFI, Factset, Access, Bloomberg, Datastream, Personal Financial...
Education
Oregon State University 2000 — 2003
BS
Nicole Steele's Fisher Investments Experience August 2015 - Present
Job Business Information at Fisher Investments
Industry Investment Management
Experience
Fisher Investments August 2015 - Present
Fisher Investments January 2014 - July 2015
Rose City Rollers April 2013 - December 2013
Holst Architecture October 2012 - December 2013
REI 2006 - February 2013
Outdoor Industry Women's Coalition 2010 - 2011
MLK Ballet 2005 - 2006
YWCA 2004 - 2005
Education
Pacific Lutheran University 2003 — 2005
B.A., Sociology and Gender Studies
Tacoma Community College 2001 — 2003
A.A.S.
Fisher Investments August 2015 - Present
Fisher Investments January 2014 - July 2015
Rose City Rollers April 2013 - December 2013
Holst Architecture October 2012 - December 2013
REI 2006 - February 2013
Outdoor Industry Women's Coalition 2010 - 2011
MLK Ballet 2005 - 2006
YWCA 2004 - 2005
Education
Pacific Lutheran University 2003 — 2005
B.A., Sociology and Gender Studies
Tacoma Community College 2001 — 2003
A.A.S.
Katie Goodman Katie Goodman's Fisher Investments Experience August 2014 - Present
Job Staff Coordinator at Fisher Investments
Industry Investment Management
Experience
Fisher Investments August 2014 - Present
Tualatin Valley Fire & Rescue August 2012 - October 2014
Oregon Health & Science University June 2008 - April 2012
Skills
Public Speaking, Customer Service, Microsoft Office, Healthcare, Event Planning, PowerPoint, Team Leadership, Program Management, Microsoft Word, Microsoft Excel, Strategic Planning, Nonprofits, Process Improvement, Conflict Resolution, Coaching, Program Development, Team Building, Leadership Development, Social Networking, Emergency Management, Fitness
Education
Portland State University 2008 — 2011
Bachelor of Science, Social science
Portland Community College 2005 — 2008
Associate of Science (A.S.), Pre-Medicine/Pre-Medical Studies
Fisher Investments August 2014 - Present
Tualatin Valley Fire & Rescue August 2012 - October 2014
Oregon Health & Science University June 2008 - April 2012
Skills
Public Speaking, Customer Service, Microsoft Office, Healthcare, Event Planning, PowerPoint, Team Leadership, Program Management, Microsoft Word, Microsoft Excel, Strategic Planning, Nonprofits, Process Improvement, Conflict Resolution, Coaching, Program Development, Team Building, Leadership Development, Social Networking, Emergency Management, Fitness
Education
Portland State University 2008 — 2011
Bachelor of Science, Social science
Portland Community College 2005 — 2008
Associate of Science (A.S.), Pre-Medicine/Pre-Medical Studies
Alex Insley Alex Insley's Fisher Investments Experience July 2007 - December 2008
Job Regional VP, Chicago, Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management January 2009 - Present
Fisher Investments July 2007 - December 2008
Fifth Third Asset Management February 2000 - June 2007
BISYS Fund Services June 1998 - January 2000
BISYS Fund Services July 1997 - January 2000
Skills
Series 7, Mutual Funds, Investments, Investment Management, Series 65, Insurance, Wealth Management, Asset Allocation, Securities, Retirement Planning, Investment Advisory, Series 6, Variable Annuities, Separately Managed..., Retirement, 401k, Investment Strategies, Series 24
Education
Penn State University 1985 — 1989
BS, Accounting: Finance, Economics emphasis
Penn State University
Bachelor's of science degree, Accounting and Finance
Zacks Investment Management January 2009 - Present
Fisher Investments July 2007 - December 2008
Fifth Third Asset Management February 2000 - June 2007
BISYS Fund Services June 1998 - January 2000
BISYS Fund Services July 1997 - January 2000
Skills
Series 7, Mutual Funds, Investments, Investment Management, Series 65, Insurance, Wealth Management, Asset Allocation, Securities, Retirement Planning, Investment Advisory, Series 6, Variable Annuities, Separately Managed..., Retirement, 401k, Investment Strategies, Series 24
Education
Penn State University 1985 — 1989
BS, Accounting: Finance, Economics emphasis
Penn State University
Bachelor's of science degree, Accounting and Finance
Aaron Carlson Aaron Carlson's Fisher Investments Experience April 2013 - Present
Job Trader at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2013 - Present
Fisher Investments July 2012 - April 2013
Fisher Investments February 2011 - July 2012
Forex Introducing Brokers Online, LLC November 2009 - February 2011
Education
Oregon State University 2006 — 2010
Bachelor of Science, Business Administration; Marketing. Minor: Agricultural Business Mangement
Fisher Investments April 2013 - Present
Fisher Investments July 2012 - April 2013
Fisher Investments February 2011 - July 2012
Forex Introducing Brokers Online, LLC November 2009 - February 2011
Education
Oregon State University 2006 — 2010
Bachelor of Science, Business Administration; Marketing. Minor: Agricultural Business Mangement
Cory Youmans's Fisher Investments Experience January 2015 - Present
Job Group Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
Fisher Investments April 2013 - Present
Scottrade November 2012 - April 2013
Scottrade May 2010 - November 2012
Scottrade February 2008 - April 2010
Skills
Series 7, Series 63, Equities, Investments, Securities, Options, Mutual Funds, Fixed Income, Trading, Portfolio Management, Wealth Management, Retirement Planning, Financial Markets, Derivatives, FINRA, ETFs, Bonds, Strategic Financial..., Equity Trading, IRAs
Education
Washington State University 2008 — 2010
Bachelor of Science (B.S.)
Pepperdine University 2005 — 2007
St. Thomas Aquinas HS
Fisher Investments January 2015 - Present
Fisher Investments April 2013 - Present
Scottrade November 2012 - April 2013
Scottrade May 2010 - November 2012
Scottrade February 2008 - April 2010
Skills
Series 7, Series 63, Equities, Investments, Securities, Options, Mutual Funds, Fixed Income, Trading, Portfolio Management, Wealth Management, Retirement Planning, Financial Markets, Derivatives, FINRA, ETFs, Bonds, Strategic Financial..., Equity Trading, IRAs
Education
Washington State University 2008 — 2010
Bachelor of Science (B.S.)
Pepperdine University 2005 — 2007
St. Thomas Aquinas HS
Adrian Corder's Fisher Investments Experience November 2011 - Present
Job Relationship Manager with 9+ years of experience in Private Client and Institutional Asset Management
Industry Financial Services
Experience
Fisher Investments November 2011 - Present
Fisher Investments January 2011 - November 2011
Fisher Investments December 2009 - January 2011
Fisher Investments October 2007 - October 2009
Bridal Bliss Boutique LLC April 2007 - July 2009
Fisher Investments July 2006 - October 2007
Skills
Relationship Management, Financial Services, Finance, Analytics, Operations Management, Portfolio Management, Portfolio Assessment, Equities, Economics, Client Retention, Technical Writing, Consumer Behaviour
Education
Notre Dame de Namur University 2004 — 2006
BS, Finance\Management\Marketing
Fisher Investments November 2011 - Present
Fisher Investments January 2011 - November 2011
Fisher Investments December 2009 - January 2011
Fisher Investments October 2007 - October 2009
Bridal Bliss Boutique LLC April 2007 - July 2009
Fisher Investments July 2006 - October 2007
Skills
Relationship Management, Financial Services, Finance, Analytics, Operations Management, Portfolio Management, Portfolio Assessment, Equities, Economics, Client Retention, Technical Writing, Consumer Behaviour
Education
Notre Dame de Namur University 2004 — 2006
BS, Finance\Management\Marketing
Crystal Myers Crystal Myers's Fisher Investments Experience June 2015 - Present
Job IC Client Services Program Team
Industry Financial Services
Experience
Fisher Investments June 2015 - Present
Fisher Investments August 2014 - June 2015
Fisher Investments January 2014 - August 2014
Walt Disney World January 2008 - August 2009
Education
Portland Bible College 2009 — 2012
Bachelor's degree, Theology/Theological Studies
University of Central Florida 2008 — 2010
Bachelor's Degree, Communication, General
Portland State University 2007 — 2009
Associate's degree, Communication, General
Clackamas High School 2003 — 2007
Fisher Investments June 2015 - Present
Fisher Investments August 2014 - June 2015
Fisher Investments January 2014 - August 2014
Walt Disney World January 2008 - August 2009
Education
Portland Bible College 2009 — 2012
Bachelor's degree, Theology/Theological Studies
University of Central Florida 2008 — 2010
Bachelor's Degree, Communication, General
Portland State University 2007 — 2009
Associate's degree, Communication, General
Clackamas High School 2003 — 2007
Harjeet Sawhney's Fisher Investments Experience September 2015 - Present
Job Quality Control Associate at Fisher Investments
Industry Public Relations and Communications
Experience
Fisher Investments September 2015 - Present
JPMorgan Chase July 2014 - August 2015
JPMorgan Chase June 2013 - July 2014
Purdue Telefund August 2012 - March 2013
Rook Consulting May 2012 - August 2012
The Exponent September 2010 - July 2012
Boiler Communications January 2012 - May 2012
Greater Lafayette Chamber of Commerce February 2012 - April 2012
AIESEC United States April 2011 - October 2011
AIESEC Purdue February 2011 - September 2011
Skills
C++, Public Speaking, Direct Sales, Microsoft Office, Social Media, Research, Team Leadership, Event Planning, Social Media Marketing, HTML, Spanish, Social Networking, Technical Writing, Speech Writing, Customer Service, Customer Satisfaction, Public Relations, Marketing Communications, Time Management, Photoshop, Sales, Fundraising, Teamwork, PowerPoint, Leadership, Management, Microsoft Excel, Marketing, Analysis, Writing, Project Management, Team Management, Data Analysis, Event Management, Microsoft Word, Leadership Development
Education
Purdue University 2009 — 2013
Bach. of Arts, Communications(Public Relations), Senior
S.S. Mota. Singh. Sr. Sec. Model. School 1995 — 2009
high school, computer science
Fisher Investments September 2015 - Present
JPMorgan Chase July 2014 - August 2015
JPMorgan Chase June 2013 - July 2014
Purdue Telefund August 2012 - March 2013
Rook Consulting May 2012 - August 2012
The Exponent September 2010 - July 2012
Boiler Communications January 2012 - May 2012
Greater Lafayette Chamber of Commerce February 2012 - April 2012
AIESEC United States April 2011 - October 2011
AIESEC Purdue February 2011 - September 2011
Skills
C++, Public Speaking, Direct Sales, Microsoft Office, Social Media, Research, Team Leadership, Event Planning, Social Media Marketing, HTML, Spanish, Social Networking, Technical Writing, Speech Writing, Customer Service, Customer Satisfaction, Public Relations, Marketing Communications, Time Management, Photoshop, Sales, Fundraising, Teamwork, PowerPoint, Leadership, Management, Microsoft Excel, Marketing, Analysis, Writing, Project Management, Team Management, Data Analysis, Event Management, Microsoft Word, Leadership Development
Education
Purdue University 2009 — 2013
Bach. of Arts, Communications(Public Relations), Senior
S.S. Mota. Singh. Sr. Sec. Model. School 1995 — 2009
high school, computer science
Matt McClenaghan's Fisher Investments Experience November 2009 - January 2012
Job Corporate Real Estate at Jones Lang LaSalle
Industry Commercial Real Estate
Experience
Jones Lang LaSalle June 2012 - Present
Fisher Investments November 2009 - January 2012
Education
Oregon State University 2005 — 2009
Bachelor of Science, Finance and Economics
Jones Lang LaSalle June 2012 - Present
Fisher Investments November 2009 - January 2012
Education
Oregon State University 2005 — 2009
Bachelor of Science, Finance and Economics
Katie Breneman Katie Breneman's Fisher Investments Experience 2015 - 2015
Job Conference Service Coordinator at Amara Resort & Spa (Kimpton Hotel)
Industry Leisure, Travel & Tourism
Experience
Amara Resort & Spa (Kimpton Hotel) September 2015 - Present
Linder & Associates January 2015 - Present
Kiawah Island Golf Resort June 2015 - July 2015
Fisher Investments 2015 - 2015
Penn State University August 2011 - December 2014
Penn State University August 2011 - November 2014
Lancaster Barnstormers May 2014 - August 2014
Herr's Fruit Farm April 2012 - August 2014
Penn State University January 2013 - April 2013
Skills
Event Planning, Customer Service, Coaching, Leadership Development, Microsoft Excel, Event Management, Hospitality, Inventory Management, Team Leadership, Microsoft Office, Microsoft Word, Marketing, Social Media, Outlook, Social Networking, Project Management, PowerPoint, Project Planning, Risk Management, Marketing Strategy, Social Media Marketing, Team Building, Training, Time Management, Team Management, Volunteer Management, Youth Development, Youth Mentoring, Young Adults, Zumba
Education
Penn State University 2011 — 2015
Recreation, Park, and Tourism Management/Minor:Business, Parks, Recreation and Leisure Facilities Management/Meeting and Event Planning/Business, 3.49 GPA
Amara Resort & Spa (Kimpton Hotel) September 2015 - Present
Linder & Associates January 2015 - Present
Kiawah Island Golf Resort June 2015 - July 2015
Fisher Investments 2015 - 2015
Penn State University August 2011 - December 2014
Penn State University August 2011 - November 2014
Lancaster Barnstormers May 2014 - August 2014
Herr's Fruit Farm April 2012 - August 2014
Penn State University January 2013 - April 2013
Skills
Event Planning, Customer Service, Coaching, Leadership Development, Microsoft Excel, Event Management, Hospitality, Inventory Management, Team Leadership, Microsoft Office, Microsoft Word, Marketing, Social Media, Outlook, Social Networking, Project Management, PowerPoint, Project Planning, Risk Management, Marketing Strategy, Social Media Marketing, Team Building, Training, Time Management, Team Management, Volunteer Management, Youth Development, Youth Mentoring, Young Adults, Zumba
Education
Penn State University 2011 — 2015
Recreation, Park, and Tourism Management/Minor:Business, Parks, Recreation and Leisure Facilities Management/Meeting and Event Planning/Business, 3.49 GPA
Sarah L Fields Sarah L Fields's Fisher Investments Experience January 2015 - Present
Job Investment Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
Asian University for Women September 2010 - Present
Experimental College, Tufts University March 2013 - May 2014
RuffaloCODY September 2012 - May 2014
LIFT, Inc. January 2012 - May 2014
Institute of International Education May 2012 - August 2012
Asian University for Women April 2008 - August 2010
Asian University for Women October 2008 - October 2008
Skills
Policy Analysis, Research, International..., Qualitative Research, Economics, International Relations, Public Policy, Spanish, Political Science, Data Analysis, Nonprofits, Microsoft Office, Fundraising, PowerPoint, Human Rights, Social Media, Microsoft Excel, Event Planning, Volunteer Management, English, Politics, Higher Education, Analysis, Microsoft Word, Critical Thinking, Policy, Public Speaking, Stata
Education
Training the Street 2014 — 2014
Certification, Financial Modeling, Comparables Analysis, Merger Consequences, and Leverage Buyout Analysis
Tufts University 2011 — 2014
Bachelor of Arts (B.A.), Economics
Reed College 2010 — 2011
Economics
Asian University for Women 2009 — 2010
Ethical Culture Fieldston School 2005 — 2009
High School
Fisher Investments January 2015 - Present
Asian University for Women September 2010 - Present
Experimental College, Tufts University March 2013 - May 2014
RuffaloCODY September 2012 - May 2014
LIFT, Inc. January 2012 - May 2014
Institute of International Education May 2012 - August 2012
Asian University for Women April 2008 - August 2010
Asian University for Women October 2008 - October 2008
Skills
Policy Analysis, Research, International..., Qualitative Research, Economics, International Relations, Public Policy, Spanish, Political Science, Data Analysis, Nonprofits, Microsoft Office, Fundraising, PowerPoint, Human Rights, Social Media, Microsoft Excel, Event Planning, Volunteer Management, English, Politics, Higher Education, Analysis, Microsoft Word, Critical Thinking, Policy, Public Speaking, Stata
Education
Training the Street 2014 — 2014
Certification, Financial Modeling, Comparables Analysis, Merger Consequences, and Leverage Buyout Analysis
Tufts University 2011 — 2014
Bachelor of Arts (B.A.), Economics
Reed College 2010 — 2011
Economics
Asian University for Women 2009 — 2010
Ethical Culture Fieldston School 2005 — 2009
High School
John J. Klein John J. Klein's Fisher Investments Experience December 2012 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments December 2012 - Present
Financial Knowledge September 2008 - June 2012
J.P. Morgan Chase December 2006 - April 2008
Skills
Relationship Management, Retirement Planning, Adult Education, Public Speaking, Coaching
Education
Northwestern University 2011 — 2012
Certificate, Financial Planning
Southern Illinois University, Carbondale 1999 — 2003
B.S., Business Administartion & Psychology
Fisher Investments December 2012 - Present
Financial Knowledge September 2008 - June 2012
J.P. Morgan Chase December 2006 - April 2008
Skills
Relationship Management, Retirement Planning, Adult Education, Public Speaking, Coaching
Education
Northwestern University 2011 — 2012
Certificate, Financial Planning
Southern Illinois University, Carbondale 1999 — 2003
B.S., Business Administartion & Psychology
Jessica Kindler's Fisher Investments Experience March 2014 - Present
Job Online Media Buyer at Fisher Investment
Industry Online Media
Experience
Fisher Investments March 2014 - Present
Genpact@Google August 2012 - February 2014
Power Play Marketing May 2012 - July 2012
McDonald's June 2005 - June 2012
MidMichigan Health May 2010 - August 2010
Scheurer Healthcare Network July 2006 - July 2007
Skills
Advertising, Marketing, Event Management, Google Adwords, Public Relations, Leadership, Social Media, Account Management, Customer Service, Facebook, Digital Marketing, Online Advertising, Marketing Communications, Online Marketing, YouTube, Microsoft Word, Teamwork, PowerPoint, Microsoft Office, Event Planning, Training, Public Speaking, Marketing Strategy, Microsoft Excel, Marketing Research, Strategic Planning, Media Planning, SEM, Brand Development, Lead Generation, Brand Awareness, PPC, B2B, Google Analytics, Web Analytics
Education
Northwood University 2007 — 2011
BBA, Advertising, Marketing, Business Management
Fisher Investments March 2014 - Present
Genpact@Google August 2012 - February 2014
Power Play Marketing May 2012 - July 2012
McDonald's June 2005 - June 2012
MidMichigan Health May 2010 - August 2010
Scheurer Healthcare Network July 2006 - July 2007
Skills
Advertising, Marketing, Event Management, Google Adwords, Public Relations, Leadership, Social Media, Account Management, Customer Service, Facebook, Digital Marketing, Online Advertising, Marketing Communications, Online Marketing, YouTube, Microsoft Word, Teamwork, PowerPoint, Microsoft Office, Event Planning, Training, Public Speaking, Marketing Strategy, Microsoft Excel, Marketing Research, Strategic Planning, Media Planning, SEM, Brand Development, Lead Generation, Brand Awareness, PPC, B2B, Google Analytics, Web Analytics
Education
Northwood University 2007 — 2011
BBA, Advertising, Marketing, Business Management
Mackenzie Kelly's Fisher Investments Experience October 2011 - Present
Job Client Account Coordinator at Fisher Investments
Industry Financial Services
Experience
Fisher Investments October 2011 - Present
Education
Occidental College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Fisher Investments October 2011 - Present
Education
Occidental College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Mitchell J. Cde Baca's Fisher Investments Experience March 2014 - Present
Job Client Account Coordinator Team Leader at Fisher Investments
Industry Financial Services
Experience
Fisher Investments March 2014 - Present
Fisher Investments April 2013 - March 2014
SportsBoard October 2011 - February 2013
Occidental College Blyth Fund April 2011 - May 2012
The Occidental Weekly Newspaper December 2010 - May 2012
Education
Occidental College 2009 — 2012
Bachelor of Arts, Economics
St. Ignatius College Preparatory 2004 — 2008
Fisher Investments March 2014 - Present
Fisher Investments April 2013 - March 2014
SportsBoard October 2011 - February 2013
Occidental College Blyth Fund April 2011 - May 2012
The Occidental Weekly Newspaper December 2010 - May 2012
Education
Occidental College 2009 — 2012
Bachelor of Arts, Economics
St. Ignatius College Preparatory 2004 — 2008
Erica DiGrazia Erica DiGrazia's Fisher Investments Experience August 2007 - May 2012
Job Technical Recruiter at MasTec Advanced Technologies
Industry Staffing and Recruiting
Experience
MasTec Advanced Technologies July 2014 - Present
Speed Wire December 2012 - Present
Fisher Investments August 2007 - May 2012
Fisher Investments June 2005 - August 2007
Skills
Relationship Management, Process Improvement, Financial Analysis, Talent Acquisition, Sourcing, Contract Negotiation, Contract Management, Screening Resumes, Behavioral Interviewing, Competency Based..., Hiring Employees, Onboarding, Jobvite, Event Planning, Event Management, Corporate Events, Negotiation, Financial Services, Budget Setting, Budget Reconciliation, Asset Management, Vendor Management, Finance, Investments, Supplier Sourcing, Recruiting, Technical Recruiting, SDLC, Management, Leadership, Interviews, Customer Service, Networking
Education
Pace University - Lubin School of Business 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Norwalk Community College 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
MasTec Advanced Technologies July 2014 - Present
Speed Wire December 2012 - Present
Fisher Investments August 2007 - May 2012
Fisher Investments June 2005 - August 2007
Skills
Relationship Management, Process Improvement, Financial Analysis, Talent Acquisition, Sourcing, Contract Negotiation, Contract Management, Screening Resumes, Behavioral Interviewing, Competency Based..., Hiring Employees, Onboarding, Jobvite, Event Planning, Event Management, Corporate Events, Negotiation, Financial Services, Budget Setting, Budget Reconciliation, Asset Management, Vendor Management, Finance, Investments, Supplier Sourcing, Recruiting, Technical Recruiting, SDLC, Management, Leadership, Interviews, Customer Service, Networking
Education
Pace University - Lubin School of Business 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Norwalk Community College 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Nicholas Gates Nicholas Gates's Fisher Investments Experience April 2013 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2013 - Present
Standard Insurance Company August 2010 - April 2013
Standard Insurance Company June 2009 - August 2010
Standard Insurance Company March 2008 - June 2009
Ameriprise Financial Services, Inc. September 2007 - September 2007
Northwestern Mutual November 2006 - May 2007
Skills
Series 7, Series 66, Public Speaking, Time Management, Customer Service, QKA
Education
Oregon State University 2003 — 2007
Bachelor of Science (BS), Business Administration; Option Finance
Fisher Investments April 2013 - Present
Standard Insurance Company August 2010 - April 2013
Standard Insurance Company June 2009 - August 2010
Standard Insurance Company March 2008 - June 2009
Ameriprise Financial Services, Inc. September 2007 - September 2007
Northwestern Mutual November 2006 - May 2007
Skills
Series 7, Series 66, Public Speaking, Time Management, Customer Service, QKA
Education
Oregon State University 2003 — 2007
Bachelor of Science (BS), Business Administration; Option Finance
Charles LeFevre's Fisher Investments Experience June 2014 - August 2014
Job Credit Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2015 - Present
Fisher Investments June 2014 - August 2014
PanAgora Asset Management January 2014 - June 2014
Fisher Investments June 2013 - August 2013
Education
Northeastern University 2012 — 2017
UBS Investment Bank July 2015 - Present
Fisher Investments June 2014 - August 2014
PanAgora Asset Management January 2014 - June 2014
Fisher Investments June 2013 - August 2013
Education
Northeastern University 2012 — 2017
Katherine Katz Katherine Katz's Fisher Investments Experience October 2001 - March 2008
Job Paragon Real Estate
Industry Real Estate
Experience
Paragon Real Estate October 2010 - Present
Fisher Investments October 2001 - March 2008
Deutsche September 1998 - May 2001
Education
Campolindo High School
Pomona College
Paragon Real Estate October 2010 - Present
Fisher Investments October 2001 - March 2008
Deutsche September 1998 - May 2001
Education
Campolindo High School
Pomona College
Jason Poulsen, CPhT Jason Poulsen, CPhT's Fisher Investments Experience March 2008 - September 2011
Job Store Manager at LIDS Sports Group
Industry Retail
Experience
LIDS Sports Group December 2014 - Present
Self-Employed October 2011 - Present
Walgreens March 2014 - November 2014
Fred Meyer February 2014 - February 2014
Fisher Investments March 2008 - September 2011
Self-Employed November 2005 - February 2008
Portland Trail Blazers November 2005 - September 2006
Florida International University October 2004 - July 2005
Hillam Custom Controls April 1998 - July 2004
Skills
Leadership, Time Management, Management, Public Relations, Editing, Event Planning, Customer Service, Social Media, Sales
Education
Allied Medical School 2011 — 2013
Certificates of Completion - Pharmacy Technician, Pharmacy Calculations, Pharmacy Technician Professional Program
St. Thomas University 2004 — 2006
Master of Science (MS), Sports Administration
Portland State University 2001 — 2003
Bachelor of Science (BS), Social Science
LIDS Sports Group December 2014 - Present
Self-Employed October 2011 - Present
Walgreens March 2014 - November 2014
Fred Meyer February 2014 - February 2014
Fisher Investments March 2008 - September 2011
Self-Employed November 2005 - February 2008
Portland Trail Blazers November 2005 - September 2006
Florida International University October 2004 - July 2005
Hillam Custom Controls April 1998 - July 2004
Skills
Leadership, Time Management, Management, Public Relations, Editing, Event Planning, Customer Service, Social Media, Sales
Education
Allied Medical School 2011 — 2013
Certificates of Completion - Pharmacy Technician, Pharmacy Calculations, Pharmacy Technician Professional Program
St. Thomas University 2004 — 2006
Master of Science (MS), Sports Administration
Portland State University 2001 — 2003
Bachelor of Science (BS), Social Science
Charles Chung's Fisher Investments Experience 2000 - 2002
Job Director of FP&A at Pabst Brewing Company
Industry Entertainment
Experience
Pabst Brewing Company August 2012 - Present
Electronic Arts Mobile May 2006 - August 2012
Mattel August 2007 - September 2008
Nissan North America February 2005 - May 2006
Nissan Motor Company 2005 - 2006
Fisher Investments 2000 - 2002
Skills
Forecasting, Financial Analysis, Cross-functional Team..., Financial Modeling, Competitive Analysis, Analysis, Teamwork, Finance, Leadership, Budgets, Project Planning, Strategy, Microsoft Excel, Sales, Business Planning, Process Improvement, Pricing, Business Strategy, Mergers & Acquisitions, Analytics, Management, Business Analysis, Strategic Financial..., Financial Reporting, Business Development, Start-ups, Accounting, Strategic Planning, Corporate Finance, Managerial Finance, Financial Planning
Education
Purdue University 2002 — 2004
MBA, Finance, General
Purdue University - Krannert School of Management 2002 — 2004
MBA, Finance & Marketing
University of California, San Diego 1995 — 2000
BS, Management Science
Pabst Brewing Company August 2012 - Present
Electronic Arts Mobile May 2006 - August 2012
Mattel August 2007 - September 2008
Nissan North America February 2005 - May 2006
Nissan Motor Company 2005 - 2006
Fisher Investments 2000 - 2002
Skills
Forecasting, Financial Analysis, Cross-functional Team..., Financial Modeling, Competitive Analysis, Analysis, Teamwork, Finance, Leadership, Budgets, Project Planning, Strategy, Microsoft Excel, Sales, Business Planning, Process Improvement, Pricing, Business Strategy, Mergers & Acquisitions, Analytics, Management, Business Analysis, Strategic Financial..., Financial Reporting, Business Development, Start-ups, Accounting, Strategic Planning, Corporate Finance, Managerial Finance, Financial Planning
Education
Purdue University 2002 — 2004
MBA, Finance, General
Purdue University - Krannert School of Management 2002 — 2004
MBA, Finance & Marketing
University of California, San Diego 1995 — 2000
BS, Management Science
Kurt Nelson's Fisher Investments Experience 2001 - 2003
Job Vice President of Capital Markets
Industry Real Estate
Experience
Harsch Investment Properties 2015 - Present
ScanlanKemperBard Companies October 2009 - 2015
GE Capital - Real Estate April 2006 - September 2008
University of California, Irvine Paul Merage School of Business 2005 - 2007
Bernstein Investment Research and Management 2003 - 2005
Fisher Investments 2001 - 2003
Skills
Asset Management, Financial Modeling, Due Diligence, Investments, Financial Analysis, Origination, Financial Sales, Risk Management
Education
University of California, Irvine 2005 — 2007
MBA, Finance
University of California, Irvine - The Paul Merage School of Business 2005 — 2007
MBA, Finance
Pepperdine University 1996 — 2000
BA, History
Harsch Investment Properties 2015 - Present
ScanlanKemperBard Companies October 2009 - 2015
GE Capital - Real Estate April 2006 - September 2008
University of California, Irvine Paul Merage School of Business 2005 - 2007
Bernstein Investment Research and Management 2003 - 2005
Fisher Investments 2001 - 2003
Skills
Asset Management, Financial Modeling, Due Diligence, Investments, Financial Analysis, Origination, Financial Sales, Risk Management
Education
University of California, Irvine 2005 — 2007
MBA, Finance
University of California, Irvine - The Paul Merage School of Business 2005 — 2007
MBA, Finance
Pepperdine University 1996 — 2000
BA, History
Kevin Goyert's Fisher Investments Experience November 2012 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments November 2012 - Present
Northern Trust August 2012 - November 2012
Northern Trust February 2009 - August 2012
Jacobus Wealth Management May 2007 - February 2009
Jacobus Wealth Management January 2007 - May 2007
Ripon College 2003 - 2006
Skills
Portfolio Management, Corporate Finance, Quantitative Methods, Equity Valuation, Fixed Income, Financial Reporting and..., Alternative Investments, Derivatives, Compliance, Performance Reporting, Microsoft Office, Securities, Personal Finance
Education
Ripon College 2003 — 2007
Artium Baccalaureus, Strategic Management & Finance
Fisher Investments November 2012 - Present
Northern Trust August 2012 - November 2012
Northern Trust February 2009 - August 2012
Jacobus Wealth Management May 2007 - February 2009
Jacobus Wealth Management January 2007 - May 2007
Ripon College 2003 - 2006
Skills
Portfolio Management, Corporate Finance, Quantitative Methods, Equity Valuation, Fixed Income, Financial Reporting and..., Alternative Investments, Derivatives, Compliance, Performance Reporting, Microsoft Office, Securities, Personal Finance
Education
Ripon College 2003 — 2007
Artium Baccalaureus, Strategic Management & Finance
Gunnar Link CPA's Fisher Investments Experience June 2005 - September 2005
Job Operations Controller at EF Education First
Industry Management Consulting
Experience
EF Education First February 2012 - Present
Deloitte Consulting January 2011 - February 2012
CRICO/RMF January 2010 - September 2010
ARM September 2007 - August 2009
PaymentOne July 2006 - September 2007
Venture Choice November 2005 - February 2006
Fisher Investments June 2005 - September 2005
Skills
Financial Analysis, Financial Planning, Econometrics, Strategic Financial..., Risk Management, Financial Modeling, Finance, Sarbanes-Oxley Act, Accounting, Analysis, Auditing, Financial Reporting, Budgets, Financial Forecasting, Leadership, Management, Business Analysis, Business Strategy
Education
Northeastern University 2009 — 2010
Masters, Economics
Santa Clara University 2007 — 2008
Certicate, Accounting
Santa Clara University 2002 — 2006
Bachelor, Economics
EF Education First February 2012 - Present
Deloitte Consulting January 2011 - February 2012
CRICO/RMF January 2010 - September 2010
ARM September 2007 - August 2009
PaymentOne July 2006 - September 2007
Venture Choice November 2005 - February 2006
Fisher Investments June 2005 - September 2005
Skills
Financial Analysis, Financial Planning, Econometrics, Strategic Financial..., Risk Management, Financial Modeling, Finance, Sarbanes-Oxley Act, Accounting, Analysis, Auditing, Financial Reporting, Budgets, Financial Forecasting, Leadership, Management, Business Analysis, Business Strategy
Education
Northeastern University 2009 — 2010
Masters, Economics
Santa Clara University 2007 — 2008
Certicate, Accounting
Santa Clara University 2002 — 2006
Bachelor, Economics
Rob Schreiber's Fisher Investments Experience April 2008 - May 2009
Job Account Manager at Posey Company
Industry Health, Wellness and Fitness
Experience
Posey Company January 2014 - Present
TZ MEDICAL INC January 2011 - December 2013
TZ Medical July 2009 - December 2010
Fisher Investments April 2008 - May 2009
Fisher Investments January 2008 - January 2009
BATES PRIVATE CAPITAL, AN LECG COMPANY January 2004 - January 2008
LECG 2004 - 2008
Bates Private Capital, an LECG LLC company 2004 - 2008
Bates Private Capital, LECG 2004 - 2008
BIDWELL & COMPANY January 1999 - January 2004
Skills
Management, Sales, Analysis, Investments, Direct Sales, Team Management, Human Resources, Mutual Funds, New Business Development, Product Development, Asset Allocation, Customer Service, Medical Devices, Sales Management, Sales Operations
Education
Oregon State University 1995 — 1999
BS, Business Administration
Oregon State University 1995 — 1999
Bachelor of Science degree, Business Administration; Finance
Posey Company January 2014 - Present
TZ MEDICAL INC January 2011 - December 2013
TZ Medical July 2009 - December 2010
Fisher Investments April 2008 - May 2009
Fisher Investments January 2008 - January 2009
BATES PRIVATE CAPITAL, AN LECG COMPANY January 2004 - January 2008
LECG 2004 - 2008
Bates Private Capital, an LECG LLC company 2004 - 2008
Bates Private Capital, LECG 2004 - 2008
BIDWELL & COMPANY January 1999 - January 2004
Skills
Management, Sales, Analysis, Investments, Direct Sales, Team Management, Human Resources, Mutual Funds, New Business Development, Product Development, Asset Allocation, Customer Service, Medical Devices, Sales Management, Sales Operations
Education
Oregon State University 1995 — 1999
BS, Business Administration
Oregon State University 1995 — 1999
Bachelor of Science degree, Business Administration; Finance
Alan Emanuel's Fisher Investments Experience March 2014 - March 2015
Job Private Client Banker at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase May 2015 - Present
Fisher Investments March 2014 - March 2015
Russell Investment Group April 2008 - February 2014
Russell Investment Group July 2010 - December 2013
Fidelity Investments July 2007 - April 2008
Fidelity Investments October 2000 - July 2007
Bank of America December 1999 - October 2000
American Express Financial Advisors July 1999 - October 1999
AT&T Wireless January 1998 - June 1999
Skills
Mutual Funds, Investments, Strategic Financial..., Financial Advisory, Series 7, Wealth Management, Investment Strategies, Financial Services, Asset Allocation, CIMA, Series 63, Retirement Planning, CRM, Retirement, Asset Management, Alternative Investments, ETFs, Financial Planning
Education
Pennsylvania State University-Erie Campus 1993 — 1996
BS, Business, Liberal Arts and Science
Texas Tech University 1990 — 1992
-, Business
JP Morgan Chase May 2015 - Present
Fisher Investments March 2014 - March 2015
Russell Investment Group April 2008 - February 2014
Russell Investment Group July 2010 - December 2013
Fidelity Investments July 2007 - April 2008
Fidelity Investments October 2000 - July 2007
Bank of America December 1999 - October 2000
American Express Financial Advisors July 1999 - October 1999
AT&T Wireless January 1998 - June 1999
Skills
Mutual Funds, Investments, Strategic Financial..., Financial Advisory, Series 7, Wealth Management, Investment Strategies, Financial Services, Asset Allocation, CIMA, Series 63, Retirement Planning, CRM, Retirement, Asset Management, Alternative Investments, ETFs, Financial Planning
Education
Pennsylvania State University-Erie Campus 1993 — 1996
BS, Business, Liberal Arts and Science
Texas Tech University 1990 — 1992
-, Business
Toya Brown, MA's Fisher Investments Experience June 2005 - February 2008
Job Account Manager, Lead at Chartboost
Industry Computer Software
Experience
Chartboost August 2015 - Present
Airpush, Inc. April 2014 - Present
Opera Mediaworks July 2013 - March 2014
Mobclix March 2012 - July 2013
Lyris Technologies July 2010 - March 2012
Staples Business Advantage January 2010 - August 2010
WildPackets February 2008 - January 2010
Fisher Investments June 2005 - February 2008
Skills
AOTA Certified, Proficient in Excel, Corporate Communications, Packet Analysis, VoIP, Wireless Networking, DNS, API, IP, Microsoft Excel, Email Marketing, Salesforce.com, Salesforce.com..., Advertising Sales, Monetization, Mobile Advertising, Mobile Applications, Mobile Phone Apps, Mobile Phone Industry, Mobile Phone Software, APIs, Account Management, Strategy, Online Marketing, Management, Sales, Business Development, Lead Generation, Start-ups, Cold Calling, Strategic Partnerships, Digital Marketing, Mobile Marketing, New Business Development, Mobile Devices
Education
University of the Incarnate Word 2003 — 2005
MAA, Sports Management
Rice University 1998 — 2003
BA, Economics, Managerial Studies, Sports Management
Chartboost August 2015 - Present
Airpush, Inc. April 2014 - Present
Opera Mediaworks July 2013 - March 2014
Mobclix March 2012 - July 2013
Lyris Technologies July 2010 - March 2012
Staples Business Advantage January 2010 - August 2010
WildPackets February 2008 - January 2010
Fisher Investments June 2005 - February 2008
Skills
AOTA Certified, Proficient in Excel, Corporate Communications, Packet Analysis, VoIP, Wireless Networking, DNS, API, IP, Microsoft Excel, Email Marketing, Salesforce.com, Salesforce.com..., Advertising Sales, Monetization, Mobile Advertising, Mobile Applications, Mobile Phone Apps, Mobile Phone Industry, Mobile Phone Software, APIs, Account Management, Strategy, Online Marketing, Management, Sales, Business Development, Lead Generation, Start-ups, Cold Calling, Strategic Partnerships, Digital Marketing, Mobile Marketing, New Business Development, Mobile Devices
Education
University of the Incarnate Word 2003 — 2005
MAA, Sports Management
Rice University 1998 — 2003
BA, Economics, Managerial Studies, Sports Management
Channing Conger's Fisher Investments Experience July 2007 - August 2007
Job Software Engineer at Twitch
Industry Computer Software
Experience
Twitch December 2014 - Present
Interana 2014 - October 2014
500friends August 2013 - December 2013
RockMelt, Inc. November 2010 - July 2013
Buttonwood Group Trading, LLC August 2010 - November 2010
Zazu July 2010 - August 2010
Northeastern University September 2006 - May 2010
Microsoft January 2009 - June 2009
Google January 2008 - August 2008
Fisher Investments July 2007 - August 2007
Skills
JavaScript, Python, Objective-C, Go, HTML, C++, Linux, Node.js, HTML5, Mac OS X, Backbone.js, ZeroMQ
Education
Northeastern University 2006 — 2010
BS, Computer Science and Information Science
Twitch December 2014 - Present
Interana 2014 - October 2014
500friends August 2013 - December 2013
RockMelt, Inc. November 2010 - July 2013
Buttonwood Group Trading, LLC August 2010 - November 2010
Zazu July 2010 - August 2010
Northeastern University September 2006 - May 2010
Microsoft January 2009 - June 2009
Google January 2008 - August 2008
Fisher Investments July 2007 - August 2007
Skills
JavaScript, Python, Objective-C, Go, HTML, C++, Linux, Node.js, HTML5, Mac OS X, Backbone.js, ZeroMQ
Education
Northeastern University 2006 — 2010
BS, Computer Science and Information Science
Amanda Whittington (a.whittington@fi.com)'s Fisher Investments Experience Account ExecutiveFisher InvestmentsMarch 2007 - March 2008
Job Corporate Recruiter at Fisher Investments
Industry Investment Management
Experience
Fisher Investments Account ExecutiveFisher InvestmentsMarch 2007 - March 2008
Education
Portland State University 2001 — 2005
University of Portland 2001 — 2004
Fisher Investments Account ExecutiveFisher InvestmentsMarch 2007 - March 2008
Education
Portland State University 2001 — 2005
University of Portland 2001 — 2004
Eric McKenzie's Fisher Investments Experience Lending ManagerLithia MotorsJuly 2003 - June 2008
Job Account Executive at Fisher Investments
Industry Investment Management
Experience
Fisher Investments Lending ManagerLithia MotorsJuly 2003 - June 2008
Education
Southern Oregon University 2000 — 2003
BS, Business
Portland State University 1999 — 2000
General
University of Hawaii at Hilo 1998 — 1999
General
Fisher Investments Lending ManagerLithia MotorsJuly 2003 - June 2008
Education
Southern Oregon University 2000 — 2003
BS, Business
Portland State University 1999 — 2000
General
University of Hawaii at Hilo 1998 — 1999
General
Jim Fagan's Fisher Investments Experience May 2013 - September 2014
Job Regional Sales Director at Victory Capital Management
Industry Financial Services
Experience
Victory Capital Management October 2014 - Present
Fisher Investments May 2013 - September 2014
Wells Fargo Securities October 2007 - May 2013
Wells Fargo Advisors June 2006 - October 2007
Morgan Stanley May 2002 - May 2006
Morgan Stanley February 2001 - May 2002
Morgan Stanley March 1999 - January 2001
Morgan Stanley September 1996 - March 1999
Skills
Mutual Funds, Alternative Investments, Investments, Series 7, Wealth Management, Asset Allocation, Securities, Strategic Financial..., Series 63, Series 65, Portfolio Management, Forecasting, Financial Analysis, Series 8, Series 31, Michigan Variable Life..., Separately Managed..., Retirement Planning, Investment Advisory, Retirement, Asset Managment, Fixed Annuities, Financial Advisory, 401k, Cash Management, Asset Management, ETFs, Finance, Financial Planning, Fixed Income
Education
Ohio University 1992 — 1996
Bachelors of Business Administration, Finance and Marketing
Victory Capital Management October 2014 - Present
Fisher Investments May 2013 - September 2014
Wells Fargo Securities October 2007 - May 2013
Wells Fargo Advisors June 2006 - October 2007
Morgan Stanley May 2002 - May 2006
Morgan Stanley February 2001 - May 2002
Morgan Stanley March 1999 - January 2001
Morgan Stanley September 1996 - March 1999
Skills
Mutual Funds, Alternative Investments, Investments, Series 7, Wealth Management, Asset Allocation, Securities, Strategic Financial..., Series 63, Series 65, Portfolio Management, Forecasting, Financial Analysis, Series 8, Series 31, Michigan Variable Life..., Separately Managed..., Retirement Planning, Investment Advisory, Retirement, Asset Managment, Fixed Annuities, Financial Advisory, 401k, Cash Management, Asset Management, ETFs, Finance, Financial Planning, Fixed Income
Education
Ohio University 1992 — 1996
Bachelors of Business Administration, Finance and Marketing
Alice Rybalko's Fisher Investments Experience April 2011 - February 2013
Job Senior Analyst, Customer & Sales Growth Strategy & Operations at Salesforce
Industry Information Technology and Services
Experience
Salesforce February 2015 - Present
salesforce.com June 2014 - February 2015
salesforce.com February 2013 - June 2014
Fisher Investments April 2011 - February 2013
Fisher Investments January 2010 - April 2011
CIT Aerospace February 2009 - August 2009
NU Infocommons Computer Lab 2006 - 2008
John Hancock Wealth Management Group January 2007 - June 2007
Skills
Microsoft Excel, PowerPoint, Analysis, Microsoft Office, Outlook, Customer Service, Asset Managment, Microsoft Word, Banking, Financial Analysis, Finance, Relationship Management, Teamwork, Risk Management
Education
Northeastern University 2004 — 2009
Bachelor's degree, International Business
Salesforce February 2015 - Present
salesforce.com June 2014 - February 2015
salesforce.com February 2013 - June 2014
Fisher Investments April 2011 - February 2013
Fisher Investments January 2010 - April 2011
CIT Aerospace February 2009 - August 2009
NU Infocommons Computer Lab 2006 - 2008
John Hancock Wealth Management Group January 2007 - June 2007
Skills
Microsoft Excel, PowerPoint, Analysis, Microsoft Office, Outlook, Customer Service, Asset Managment, Microsoft Word, Banking, Financial Analysis, Finance, Relationship Management, Teamwork, Risk Management
Education
Northeastern University 2004 — 2009
Bachelor's degree, International Business
Jeffrey Shapiro's Fisher Investments Experience September 2008 - January 2009
Job Manager of Production Finance at Sony Pictures Animation
Industry Entertainment
Experience
Sony Pictures Animation September 2014 - Present
Sony Pictures Imageworks March 2011 - September 2014
Digital Domain December 2009 - March 2011
The Walt Disney Company January 2009 - January 2010
Linden Lab January 2009 - March 2009
Fisher Investments September 2008 - January 2009
IBM May 2007 - April 2008
Carrier Access May 2007 - September 2007
Skills
Management, Visual Effects, Financial Reporting, Microsoft Excel, Feature Films, Budgets, Microsoft Office, Strategic Planning, Entrepreneurship, Production Management, Film Production, Excel, Accounts Payable, Production Managment, Film, Finance, Financial Analysis, Microsoft Word, PowerPoint, Outlook, SAP, Project Accounting, Accounting, Access, VFX Pipeline, QuickBooks, Software, Revenue Recognition, Strategic Financial..., Accruals, Financial Forecasting, Corporate Finance, Project Management, Corporate FP&A
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2015
Master of Business Administration (MBA), Global Business / Management, 3.9 GPA - Summa Cum Laude
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
BBA, Finance
Victoria University of Wellington 2006 — 2007
Study Abroad, International Business, 3.8 GPA
Sony Pictures Animation September 2014 - Present
Sony Pictures Imageworks March 2011 - September 2014
Digital Domain December 2009 - March 2011
The Walt Disney Company January 2009 - January 2010
Linden Lab January 2009 - March 2009
Fisher Investments September 2008 - January 2009
IBM May 2007 - April 2008
Carrier Access May 2007 - September 2007
Skills
Management, Visual Effects, Financial Reporting, Microsoft Excel, Feature Films, Budgets, Microsoft Office, Strategic Planning, Entrepreneurship, Production Management, Film Production, Excel, Accounts Payable, Production Managment, Film, Finance, Financial Analysis, Microsoft Word, PowerPoint, Outlook, SAP, Project Accounting, Accounting, Access, VFX Pipeline, QuickBooks, Software, Revenue Recognition, Strategic Financial..., Accruals, Financial Forecasting, Corporate Finance, Project Management, Corporate FP&A
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2015
Master of Business Administration (MBA), Global Business / Management, 3.9 GPA - Summa Cum Laude
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
BBA, Finance
Victoria University of Wellington 2006 — 2007
Study Abroad, International Business, 3.8 GPA
Peter deMartino's Fisher Investments Experience July 2014 - Present
Job Fisher Investments Regional Vice President
Industry Financial Services
Experience
Fisher Investments July 2014 - Present
RNC Genter Capital Management September 2012 - July 2014
Charles Schwab & Co December 2008 - September 2012
Beacon Pointe Advisors April 2008 - November 2008
The Mutual Fund Store Inc November 2007 - April 2008
Hillman Capital Management March 2006 - November 2007
Bernzott Capital Advisors March 2004 - October 2005
Fidelity Investments October 2000 - February 2004
Fidelity Investments November 1998 - February 2004
Fidelity Investments 1998 - 2004
Skills
Mutual Funds, Fixed Income, Retirement, Insurance, Sales, Asset Allocation, Series 7, Investments, Wealth Management, Retirement Planning, Series 63
Education
Pepperdine University Graziadio School of Business
Bachelor of Science, Business Management
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business Management
Fisher Investments July 2014 - Present
RNC Genter Capital Management September 2012 - July 2014
Charles Schwab & Co December 2008 - September 2012
Beacon Pointe Advisors April 2008 - November 2008
The Mutual Fund Store Inc November 2007 - April 2008
Hillman Capital Management March 2006 - November 2007
Bernzott Capital Advisors March 2004 - October 2005
Fidelity Investments October 2000 - February 2004
Fidelity Investments November 1998 - February 2004
Fidelity Investments 1998 - 2004
Skills
Mutual Funds, Fixed Income, Retirement, Insurance, Sales, Asset Allocation, Series 7, Investments, Wealth Management, Retirement Planning, Series 63
Education
Pepperdine University Graziadio School of Business
Bachelor of Science, Business Management
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business Management
Jeff Tait's Fisher Investments Experience August 2008 - November 2008
Job Sleep Lab Manager and Marketing (RPSGT)
Industry Medical Practice
Experience
Oregon Sleep Associates June 2015 - Present
Providence Health & Services February 2014 - June 2015
Oregon Sleep Associates July 2009 - February 2014
Fisher Investments August 2008 - November 2008
Enterprise Rent-A-Car March 2004 - July 2008
Anchor Blue Retail Group May 2003 - August 2004
Hastings Entertainment 2001 - 2004
Mudshark Pizza and Pasta 1996 - 2002
Skills
Polysomnography, Polysomnographic Scoring, Customer Service, Customer Satisfaction, Management, Sales, Employee Training, Marketing, Microsoft Office, Inventory Management, Retail, Account Management, Sales Management, Cold Calling, Time Management, Microsoft Excel, Microsoft Word, Outlook, Direct Sales, Photography, Store Management, Retail Sales, Loss Prevention, Profit, Sales Presentations, Operations Management, Healthcare
Education
Northern Arizona University 1999 — 2003
Bachelor, Communications & Business
Mohave Valley Elementary
Oregon Sleep Associates June 2015 - Present
Providence Health & Services February 2014 - June 2015
Oregon Sleep Associates July 2009 - February 2014
Fisher Investments August 2008 - November 2008
Enterprise Rent-A-Car March 2004 - July 2008
Anchor Blue Retail Group May 2003 - August 2004
Hastings Entertainment 2001 - 2004
Mudshark Pizza and Pasta 1996 - 2002
Skills
Polysomnography, Polysomnographic Scoring, Customer Service, Customer Satisfaction, Management, Sales, Employee Training, Marketing, Microsoft Office, Inventory Management, Retail, Account Management, Sales Management, Cold Calling, Time Management, Microsoft Excel, Microsoft Word, Outlook, Direct Sales, Photography, Store Management, Retail Sales, Loss Prevention, Profit, Sales Presentations, Operations Management, Healthcare
Education
Northern Arizona University 1999 — 2003
Bachelor, Communications & Business
Mohave Valley Elementary
Isaiah Fentress's Fisher Investments Experience September 2013 - August 2014
Job Financial Analyst at Amazon.com
Industry Financial Services
Experience
Amazon August 2014 - Present
Fisher Investments September 2013 - August 2014
Audigy Group May 2011 - September 2013
University of Portland September 2009 - May 2011
Life Line Education LLC February 2007 - April 2011
Best Buy October 2006 - January 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, MapPoint, QuickBooks, Financial Analysis, Bookkeeping, US GAAP, C++, Java, CRM, SharePoint, Customer Service, Teamwork, Public Speaking, Research, Social Media, HTML, Financial Reporting, Microsoft Office, Team Building, Management, Leadership, Analysis
Education
Oregon State University 2014 — 2016
Bachelor of Science in Computer Science
University of Portland 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Amazon August 2014 - Present
Fisher Investments September 2013 - August 2014
Audigy Group May 2011 - September 2013
University of Portland September 2009 - May 2011
Life Line Education LLC February 2007 - April 2011
Best Buy October 2006 - January 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, MapPoint, QuickBooks, Financial Analysis, Bookkeeping, US GAAP, C++, Java, CRM, SharePoint, Customer Service, Teamwork, Public Speaking, Research, Social Media, HTML, Financial Reporting, Microsoft Office, Team Building, Management, Leadership, Analysis
Education
Oregon State University 2014 — 2016
Bachelor of Science in Computer Science
University of Portland 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Brian Hou's Fisher Investments Experience December 2007 - January 2009
Job Senior Information Analyst at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente August 2009 - Present
Fisher Investments December 2007 - January 2009
Skills
Japanese, Mandarin, SAS, Cognos, Access, Data Analysis, Visio, Business Analysis, SharePoint, Analysis, Process Improvement, Project Management, Software Documentation, Business Intelligence, Data Modeling, Data Warehousing, SQL
Education
Portland State University - School of Business 2005 — 2007
BA, Business Administration - Information System
University of Washington
Kaiser Permanente August 2009 - Present
Fisher Investments December 2007 - January 2009
Skills
Japanese, Mandarin, SAS, Cognos, Access, Data Analysis, Visio, Business Analysis, SharePoint, Analysis, Process Improvement, Project Management, Software Documentation, Business Intelligence, Data Modeling, Data Warehousing, SQL
Education
Portland State University - School of Business 2005 — 2007
BA, Business Administration - Information System
University of Washington
Shelby Schwabauer's Fisher Investments Experience April 2007 - January 2009
Job Associate Analyst at Moodys Investors Service
Industry Financial Services
Experience
Moodys Corporation October 2010 - Present
Union Bank October 2009 - October 2010
UBS April 2009 - October 2009
Fisher Investments April 2007 - January 2009
Skills
Financial Analysis, Fixed Income, Financial Modeling, Equities, Bloomberg
Education
Notre Dame de Namur University 2004 — 2007
BS, Business Administration
Moodys Corporation October 2010 - Present
Union Bank October 2009 - October 2010
UBS April 2009 - October 2009
Fisher Investments April 2007 - January 2009
Skills
Financial Analysis, Fixed Income, Financial Modeling, Equities, Bloomberg
Education
Notre Dame de Namur University 2004 — 2007
BS, Business Administration
Floyd Tucker - I'M HIRING's Fisher Investments Experience October 2007 - January 2009
Job Regional Sales Manager (MidAtlantic) at Cisco Cloud Networking Group
Industry Computer Software
Experience
Cisco Cloud Networking Group March 2015 - Present
Cisco Meraki August 2013 - March 2015
Meraki Inc. April 2012 - August 2013
DreamSimplicity, Inc. (Acquired by Montclair Advisors) April 2009 - April 2012
Fuze Box September 2010 - March 2012
Fisher Investments October 2007 - January 2009
Fisher Investments February 2007 - October 2007
Fisher Investments March 2005 - February 2007
Skills
Time Management, Salesforce.com, SaaS, Social Media Marketing, Sales, Lead Generation, Cold Calling, Strategy, Sales Process, Account Management, Direct Sales, Solution Selling, Strategic Partnerships, Cloud Computing, Enterprise Software, Management, Strategic Planning, Social Media, Sales Operations, New Business Development, Start-ups, CRM, Marketing, B2B, Program Management, Training, Email Marketing, Business Development, Selling, Product Management, Online Advertising, Online Marketing
Education
Santa Clara University 2002 — 2004
Bachelor of Arts, Communications
Syracuse University 2000 — 2002
Communications, History
Punahou School
Cisco Cloud Networking Group March 2015 - Present
Cisco Meraki August 2013 - March 2015
Meraki Inc. April 2012 - August 2013
DreamSimplicity, Inc. (Acquired by Montclair Advisors) April 2009 - April 2012
Fuze Box September 2010 - March 2012
Fisher Investments October 2007 - January 2009
Fisher Investments February 2007 - October 2007
Fisher Investments March 2005 - February 2007
Skills
Time Management, Salesforce.com, SaaS, Social Media Marketing, Sales, Lead Generation, Cold Calling, Strategy, Sales Process, Account Management, Direct Sales, Solution Selling, Strategic Partnerships, Cloud Computing, Enterprise Software, Management, Strategic Planning, Social Media, Sales Operations, New Business Development, Start-ups, CRM, Marketing, B2B, Program Management, Training, Email Marketing, Business Development, Selling, Product Management, Online Advertising, Online Marketing
Education
Santa Clara University 2002 — 2004
Bachelor of Arts, Communications
Syracuse University 2000 — 2002
Communications, History
Punahou School
elizabeth dugger's Fisher Investments Experience February 2008 - Present
Job UK Client Services Program Manager
Industry Financial Services
Experience
Fisher Investments February 2008 - Present
Fisher Investments 2011 - 2013
Fisher Investments 2008 - 2011
Skills
Microsoft Excel, Sales, Microsoft Office, Customer Service, Leadership, Financial Analysis, Investments, Public Speaking
Education
Purdue University 2001 — 2006
BS, Economics
Fisher Investments February 2008 - Present
Fisher Investments 2011 - 2013
Fisher Investments 2008 - 2011
Skills
Microsoft Excel, Sales, Microsoft Office, Customer Service, Leadership, Financial Analysis, Investments, Public Speaking
Education
Purdue University 2001 — 2006
BS, Economics
Carolyn Feng-Friberg's Fisher Investments Experience September 2007 - April 2011
Job Communications Manager at Hamilton Zanze
Industry Writing and Editing
Experience
Hamilton Zanze & Company January 2013 - Present
Red Bricks Media August 2011 - June 2012
Fisher Investments September 2007 - April 2011
Fisher Investments March 2005 - September 2007
Fisher Investments July 2004 - March 2005
Skills
Copy Editing, Copywriting, SEO Copywriting, Website Copy, Website Redesign, Adobe Illustrator, Adobe InDesign, Adobe Dreamweaver, Blogging, Email Marketing, CMS, Press Releases, Web Design, Editing, Social Media Marketing, SEO, Content Strategy, Editorial
Education
University of California, Berkeley 2000 — 2004
Political Economy of Industrial Societies, East Asia, 3.8
Peking University 2002 — 2003
Education Abroad Program, Political Science/Chinese Language
Hamilton Zanze & Company January 2013 - Present
Red Bricks Media August 2011 - June 2012
Fisher Investments September 2007 - April 2011
Fisher Investments March 2005 - September 2007
Fisher Investments July 2004 - March 2005
Skills
Copy Editing, Copywriting, SEO Copywriting, Website Copy, Website Redesign, Adobe Illustrator, Adobe InDesign, Adobe Dreamweaver, Blogging, Email Marketing, CMS, Press Releases, Web Design, Editing, Social Media Marketing, SEO, Content Strategy, Editorial
Education
University of California, Berkeley 2000 — 2004
Political Economy of Industrial Societies, East Asia, 3.8
Peking University 2002 — 2003
Education Abroad Program, Political Science/Chinese Language
Chelsea Reichard's Fisher Investments Experience August 2012 - April 2013
Job Senior Associate Institutional Sales at Ned Davis Research
Industry Financial Services
Experience
Ned Davis Research September 2013 - Present
Ned Davis Research, Inc. April 2013 - September 2013
Fisher Investments August 2012 - April 2013
Fisher Investments April 2011 - August 2012
Merrill Lynch April 2010 - April 2011
Northwestern Mutual Financial Network May 2008 - December 2008
Skills
Marketing, Finance, Investments, Time Management, Team Leadership, Customer Service, Project Management
Education
Regis University 2005 — 2009
Bachelor's of Science, Finance
Skyline HIgh School
Ned Davis Research September 2013 - Present
Ned Davis Research, Inc. April 2013 - September 2013
Fisher Investments August 2012 - April 2013
Fisher Investments April 2011 - August 2012
Merrill Lynch April 2010 - April 2011
Northwestern Mutual Financial Network May 2008 - December 2008
Skills
Marketing, Finance, Investments, Time Management, Team Leadership, Customer Service, Project Management
Education
Regis University 2005 — 2009
Bachelor's of Science, Finance
Skyline HIgh School
Robert Hills's Fisher Investments Experience April 2015 - Present
Job VP Legal and Complinace at Fisher Investments
Industry Investment Management
Experience
Fisher Investments April 2015 - Present
Merk Investments September 2012 - March 2015
RAH Consulting September 2010 - September 2012
McMorgan & Company May 2007 - June 2010
Jackson National Asset Management, LLC 2000 - 2006
Baker, Fentress & Company 1996 - 2000
The Bisys Group, Inc. 1993 - 1996
Skills
Regulatory Compliance, Mutual Funds, Fund Administration, Financial Analysis, Investments, Investment Management, Financial Reporting, ERISA, Asset Managment, Fixed Income, Business Strategy, Forecasting, Tax, Management, Brokers, Private Equity Funding, Product Management, Grantor Trust, ETFs
Education
Olivet College
BBA, Accounting & Finance
Fisher Investments April 2015 - Present
Merk Investments September 2012 - March 2015
RAH Consulting September 2010 - September 2012
McMorgan & Company May 2007 - June 2010
Jackson National Asset Management, LLC 2000 - 2006
Baker, Fentress & Company 1996 - 2000
The Bisys Group, Inc. 1993 - 1996
Skills
Regulatory Compliance, Mutual Funds, Fund Administration, Financial Analysis, Investments, Investment Management, Financial Reporting, ERISA, Asset Managment, Fixed Income, Business Strategy, Forecasting, Tax, Management, Brokers, Private Equity Funding, Product Management, Grantor Trust, ETFs
Education
Olivet College
BBA, Accounting & Finance
Bansri Joshi, CFA's Fisher Investments Experience November 2011 - October 2012
Job US iPhone Finance at Apple
Industry Consumer Electronics
Experience
Apple March 2015 - Present
Apple October 2012 - February 2015
Fisher Investments November 2011 - October 2012
Continental Airlines April 2009 - July 2011
Skills
Financial Analysis, Forecasting, Analysis, Competitive Analysis, Financial Modeling, Mergers & Acquisitions, Leadership
Education
Purdue University
Bachelor of Science (B.S.), Mechanical Engineering
The University of Texas at Austin
MS, Operations Research
Apple March 2015 - Present
Apple October 2012 - February 2015
Fisher Investments November 2011 - October 2012
Continental Airlines April 2009 - July 2011
Skills
Financial Analysis, Forecasting, Analysis, Competitive Analysis, Financial Modeling, Mergers & Acquisitions, Leadership
Education
Purdue University
Bachelor of Science (B.S.), Mechanical Engineering
The University of Texas at Austin
MS, Operations Research
James Redding's Fisher Investments Experience September 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Fisher Investments September 2011 - Present
Edward Jones September 2006 - December 2010
Education
Regis University
Fisher Investments September 2011 - Present
Edward Jones September 2006 - December 2010
Education
Regis University
Kerry Scruggs CA's Fisher Investments Experience October 2015 - Present
Job Controller at Fisher Investments
Industry Accounting
Experience
Fisher Investments October 2015 - Present
Fisher Investments October 2014 - September 2015
Fisher Investments March 2013 - October 2014
KPMG February 2008 - October 2012
Skills
IFRS, Financial Statements, Income Statement, Balance Sheet, Cash Flow Statements, Financial Reporting, Financial Accounting, Financial Statement..., Financial Audits, Consolidated Financial..., General Ledger, G/L Reconciliations, Accruals, Prepayment, Month End Close, Year-end Close, Great Plains Software, Fixed Asset Register, Fixed Asset Depreciation, Bank Reconciliation, OECD Permanent..., European Value Added Tax, Foreign Exchange, P11D, PSAs, Income Tax, Capital Gains Tax, Variance Analysis, Australian Taxation, Activity Based Costing, Benefit Cost Analysis, Balanced Scorecard, PESTLE, SWOT analysis, Tax Advisory, Budget Process
Education
RMIT University
Professional Accountancy (with Distinction)
Fisher Investments October 2015 - Present
Fisher Investments October 2014 - September 2015
Fisher Investments March 2013 - October 2014
KPMG February 2008 - October 2012
Skills
IFRS, Financial Statements, Income Statement, Balance Sheet, Cash Flow Statements, Financial Reporting, Financial Accounting, Financial Statement..., Financial Audits, Consolidated Financial..., General Ledger, G/L Reconciliations, Accruals, Prepayment, Month End Close, Year-end Close, Great Plains Software, Fixed Asset Register, Fixed Asset Depreciation, Bank Reconciliation, OECD Permanent..., European Value Added Tax, Foreign Exchange, P11D, PSAs, Income Tax, Capital Gains Tax, Variance Analysis, Australian Taxation, Activity Based Costing, Benefit Cost Analysis, Balanced Scorecard, PESTLE, SWOT analysis, Tax Advisory, Budget Process
Education
RMIT University
Professional Accountancy (with Distinction)
Mike Marsey's Fisher Investments Experience January 2011 - Present
Job Research Manager Portfolio Implementation at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2011 - Present
Dynospot Racing LLC November 1999 - Present
Fisher Investments April 2008 - January 2011
Fisher Investments August 2007 - April 2008
Fisher Investments May 2007 - August 2007
Fisher Investments May 2006 - May 2007
Rocketcash Corporation July 1999 - October 2002
Speedring Corporation June 2000 - September 2002
De Anza Cupertino Aquatics June 1998 - August 2002
Skills
Research, Equities, Asset Management, Portfolio Management, Investments, Asset Allocation, Financial Modeling, Bloomberg, Fixed Income, Investment Strategies, Financial Analysis, Data Analysis, Project Portfolio..., Portfolio Optimization, Order Management, Trade Compliance, Relational Databases, Access, SQL, Project Implementation, Management
Education
Notre Dame de Namur University
Bachelor's Degree, Business Administration, 3.98
Fisher Investments January 2011 - Present
Dynospot Racing LLC November 1999 - Present
Fisher Investments April 2008 - January 2011
Fisher Investments August 2007 - April 2008
Fisher Investments May 2007 - August 2007
Fisher Investments May 2006 - May 2007
Rocketcash Corporation July 1999 - October 2002
Speedring Corporation June 2000 - September 2002
De Anza Cupertino Aquatics June 1998 - August 2002
Skills
Research, Equities, Asset Management, Portfolio Management, Investments, Asset Allocation, Financial Modeling, Bloomberg, Fixed Income, Investment Strategies, Financial Analysis, Data Analysis, Project Portfolio..., Portfolio Optimization, Order Management, Trade Compliance, Relational Databases, Access, SQL, Project Implementation, Management
Education
Notre Dame de Namur University
Bachelor's Degree, Business Administration, 3.98
Marina Nielsen's Fisher Investments Experience June 2013 - Present
Job Accounting
Industry Accounting
Experience
Fisher Investments June 2013 - Present
Education
Portland State University - School of Business 2010 — 2013
Bachelor of Applied Science (B.A.Sc.)
Fisher Investments June 2013 - Present
Education
Portland State University - School of Business 2010 — 2013
Bachelor of Applied Science (B.A.Sc.)
Rod Cunningham's Fisher Investments Experience January 2012 - Present
Job Correspondence and Resolution Analyst at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2012 - Present
Education
Northern Arizona University 1988 — 1992
Business Administration and Management, General
University of Arizona
Fisher Investments January 2012 - Present
Education
Northern Arizona University 1988 — 1992
Business Administration and Management, General
University of Arizona
Zane Vercher's Fisher Investments Experience June 2014 - Present
Job Account Executive
Industry Financial Services
Experience
Fisher Investments June 2014 - Present
Financial Management Association of Portland State University October 2013 - June 2015
Warwick Enterprises, Inc. March 2012 - January 2014
Skills
Social Skills, Team Leadership, Microsoft Office, Merchandising, Customer Service, Social Networking, Access, Sportswear, Nutrition Education, Financial Analysis, Communication, Bookkeeping, Time Management, Teamwork, Adaptability, Financial Modeling, Financial Accounting, Corporate Finance, Entrepreneurship, Strategic Enterprise..., Consumer Behaviour, Social Media Marketing, Data Entry, Filing, Multi-line Phone, Multi Tasking, Cash Handling Experience, Office Administration, Administrative..., Close Attention to..., Human Resources, Professional Writing, Clerical Skills, Capital Budgeting, Secretarial Skills, Software, Online Research, Microsoft Excel, Self-starter, Organization, Customer Liason, Interpersonal..., Creative Problem Solving, Driven By Results, IT Solutions, Team Building, Computer/Technical..., QuickBooks, Capacity Planning, Inventory Management
Education
Portland State University - School of Business 2012 — 2014
Bachelor of Science (B.S.), Finance and Financial Management Services, 3.6
Fisher Investments June 2014 - Present
Financial Management Association of Portland State University October 2013 - June 2015
Warwick Enterprises, Inc. March 2012 - January 2014
Skills
Social Skills, Team Leadership, Microsoft Office, Merchandising, Customer Service, Social Networking, Access, Sportswear, Nutrition Education, Financial Analysis, Communication, Bookkeeping, Time Management, Teamwork, Adaptability, Financial Modeling, Financial Accounting, Corporate Finance, Entrepreneurship, Strategic Enterprise..., Consumer Behaviour, Social Media Marketing, Data Entry, Filing, Multi-line Phone, Multi Tasking, Cash Handling Experience, Office Administration, Administrative..., Close Attention to..., Human Resources, Professional Writing, Clerical Skills, Capital Budgeting, Secretarial Skills, Software, Online Research, Microsoft Excel, Self-starter, Organization, Customer Liason, Interpersonal..., Creative Problem Solving, Driven By Results, IT Solutions, Team Building, Computer/Technical..., QuickBooks, Capacity Planning, Inventory Management
Education
Portland State University - School of Business 2012 — 2014
Bachelor of Science (B.S.), Finance and Financial Management Services, 3.6
Joseph Wei's Fisher Investments Experience May 2015 - Present
Job Portfolio Analytics and Reporting Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2015 - Present
Fisher Investments June 2013 - May 2015
Occidental College September 2012 - May 2013
Education
Occidental College 2009 — 2013
Bachelor of Arts (B.A.), English and Comparative Literature
Fisher Investments May 2015 - Present
Fisher Investments June 2013 - May 2015
Occidental College September 2012 - May 2013
Education
Occidental College 2009 — 2013
Bachelor of Arts (B.A.), English and Comparative Literature
Steve Phillippi's Fisher Investments Experience October 2007 - May 2013
Job
Industry
Experience
Fisher Investments October 2007 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Portland State University
Bachelor of Science (B.S.), Psychology
Fisher Investments October 2007 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Portland State University
Bachelor of Science (B.S.), Psychology
Douglas Vergeer's Fisher Investments Experience August 2015 - Present
Job Commissions Analyst II at MoneyGram International
Industry Financial Services
Experience
Fisher Investments August 2015 - Present
MoneyGram International January 2014 - August 2015
MoneyGram International March 2005 - January 2014
Target June 1998 - March 2005
Skills
Risk Management, Fraud Detection, Access, Microsoft Excel, Financial Risk, Payments, Account Reconciliation, Risk Assessment, SQL, Fraud, Analysis, AML, Internal Audit, Project Management, Banking, Business Analysis, Team Leadership, Financial Analysis, Financial Services
Education
Olympic College
AA, General Studies
University of Minnesota, Twin Cities
Fisher Investments August 2015 - Present
MoneyGram International January 2014 - August 2015
MoneyGram International March 2005 - January 2014
Target June 1998 - March 2005
Skills
Risk Management, Fraud Detection, Access, Microsoft Excel, Financial Risk, Payments, Account Reconciliation, Risk Assessment, SQL, Fraud, Analysis, AML, Internal Audit, Project Management, Banking, Business Analysis, Team Leadership, Financial Analysis, Financial Services
Education
Olympic College
AA, General Studies
University of Minnesota, Twin Cities
Brad Pyles's Fisher Investments Experience February 2013 - Present
Job Senior Research Analyst at Fisher Investments
Industry Financial Services
Experience
Fisher Investments February 2013 - Present
Fisher Investments February 2013 - Present
Fisher Investments September 2011 - June 2012
Fisher Investments September 2009 - June 2012
Fisher Investments May 2008 - September 2009
Fisher Investments June 2006 - May 2008
Fisher Investments September 2002 - June 2006
Fisher Investments September 2001 - September 2002
Education
University of California, Los Angeles 1997 — 2001
Bachelor of Arts (BA), Economics
Punahou School
Fisher Investments February 2013 - Present
Fisher Investments February 2013 - Present
Fisher Investments September 2011 - June 2012
Fisher Investments September 2009 - June 2012
Fisher Investments May 2008 - September 2009
Fisher Investments June 2006 - May 2008
Fisher Investments September 2002 - June 2006
Fisher Investments September 2001 - September 2002
Education
University of California, Los Angeles 1997 — 2001
Bachelor of Arts (BA), Economics
Punahou School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY