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
Erik Davids Erik Davids's Fisher Investments Experience February 2015 - Present
Job Client Services Junior Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments February 2015 - Present
Northwestern Mutual June 2013 - December 2013
Advanced Environmental Clean July 2012 - August 2012
Skills
Finance, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis, Investments, Strategic Financial..., Social Networking, Marketing, Leadership,..., Social Media, Life Insurance, Insurance, Customer Service
Education
Saint Mary's College of California 2012 — 2016
Bachelor of Science (B.S.)
Pioneer High School 2008 — 2012
Fisher Investments February 2015 - Present
Northwestern Mutual June 2013 - December 2013
Advanced Environmental Clean July 2012 - August 2012
Skills
Finance, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis, Investments, Strategic Financial..., Social Networking, Marketing, Leadership,..., Social Media, Life Insurance, Insurance, Customer Service
Education
Saint Mary's College of California 2012 — 2016
Bachelor of Science (B.S.)
Pioneer High School 2008 — 2012
Matthew O'Kelly Matthew O'Kelly's Fisher Investments Experience August 2015 - Present
Job Client Service Associate
Industry Financial Services
Experience
Fisher Investments August 2015 - Present
Bank of America October 2013 - August 2015
Delta Sigma Pi December 2013 - December 2014
Skills
Microsoft Word, Microsoft Excel, Leadership, Microsoft Office
Education
San Francisco State University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Westlake High School 2007 — 2011
Fisher Investments August 2015 - Present
Bank of America October 2013 - August 2015
Delta Sigma Pi December 2013 - December 2014
Skills
Microsoft Word, Microsoft Excel, Leadership, Microsoft Office
Education
San Francisco State University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Westlake High School 2007 — 2011
Jasmine Ricks Jasmine Ricks's Fisher Investments Experience July 2014 - July 2015
Job Program Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments July 2014 - July 2015
Fisher Investments March 2013 - July 2014
Crown Worldwide Group June 2012 - July 2012
CrystalGraphics January 2011 - June 2012
CrystalGraphics 2009 - 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Access, Photoshop, Social Media Marketing, Project Management, Auditing, Business Development
Education
San Jose State University 2011 — 2012
Bachelor of Science (B.S.), Business Administration, Finance, 3.8
West Valley College
Fisher Investments July 2014 - July 2015
Fisher Investments March 2013 - July 2014
Crown Worldwide Group June 2012 - July 2012
CrystalGraphics January 2011 - June 2012
CrystalGraphics 2009 - 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Access, Photoshop, Social Media Marketing, Project Management, Auditing, Business Development
Education
San Jose State University 2011 — 2012
Bachelor of Science (B.S.), Business Administration, Finance, 3.8
West Valley College
Jayson Robidoux Jayson Robidoux's Fisher Investments Experience February 2004 - December 2011
Job Financial Advisor Recruiter & Transition Specialist/Owner (Retained & Contingency) at Career Solutions, LLC
Industry Staffing and Recruiting
Experience
Career Solutions, LLC December 2011 - Present
East County Fire & Rescue December 2012 - Present
Fisher Investments February 2004 - December 2011
Skills
Recruiting, Wealth Management, Investment Advisory, Investment Strategies, Financial Advisory, Asset Managment, Series 7, Portfolio Management, Investments, Alternative Investments, Asset Allocation, Equities, Financial Analysis, Relationship Management, Finance, Financial Services, Asset Management, Capital Markets
Education
San Diego State University-California State University
San Francisco State University
Bachelor of Business Administration (B.B.A.), Finance
Career Solutions, LLC December 2011 - Present
East County Fire & Rescue December 2012 - Present
Fisher Investments February 2004 - December 2011
Skills
Recruiting, Wealth Management, Investment Advisory, Investment Strategies, Financial Advisory, Asset Managment, Series 7, Portfolio Management, Investments, Alternative Investments, Asset Allocation, Equities, Financial Analysis, Relationship Management, Finance, Financial Services, Asset Management, Capital Markets
Education
San Diego State University-California State University
San Francisco State University
Bachelor of Business Administration (B.B.A.), Finance
Joseph Maniego Joseph Maniego's Fisher Investments Experience May 2012 - December 2013
Job Portfolio Administrator at Aspiriant
Industry Financial Services
Experience
Aspiriant February 2014 - Present
Fisher Investments May 2012 - December 2013
Fisher Investments August 2010 - May 2012
Fisher Investments August 2007 - August 2010
Skills
Securities, Asset Management, Equities, Investments, Portfolio Management, Bloomberg
Education
San Francisco State University 2005 — 2007
Political Science
Aspiriant February 2014 - Present
Fisher Investments May 2012 - December 2013
Fisher Investments August 2010 - May 2012
Fisher Investments August 2007 - August 2010
Skills
Securities, Asset Management, Equities, Investments, Portfolio Management, Bloomberg
Education
San Francisco State University 2005 — 2007
Political Science
Edmund Lin Edmund Lin's Fisher Investments Experience January 2006 - January 2007
Job Manager, Global Corporate IT
Industry Information Technology and Services
Experience
Exponential 2007 - Present
Taos Mountain 2005 - December 2007
Hewlett-Packard (Formerly Mercury Interactive) January 2007 - November 2007
Fisher Investments January 2006 - January 2007
Align Technology 2005 - 2006
Charles Schwab 2005 - 2006
LegalMatch 2002 - 2005
Skills
Cloud Computing, VMware, Virtualization, SaaS, Enterprise Software, Network Security, Data Center, Enterprise Architecture, Disaster Recovery, Integration, IT Service Management, IT Management, Servers, Active Directory, Storage Area Networks, Vendor Management, Solaris, SharePoint, Unix, IT Operations, Networking, Infrastructure, IT Strategy, Information Technology, Management, High Availability, Microsoft Exchange, Windows Server, Consulting, Technical Support, Security, SAN, Leadership, Strategy, Mobile Devices, Hyper-V, Computer Security, Data Migration, Technical Leadership, System Administration, Identity Management, DNS, Storage, Windows, Operating Systems, Technical Architecture, Scripting, Office 365, Configuration Management, Lync
Education
San Francisco State University 1998 — 2002
Bachelor of Science (B.S.), Computer Science
Exponential 2007 - Present
Taos Mountain 2005 - December 2007
Hewlett-Packard (Formerly Mercury Interactive) January 2007 - November 2007
Fisher Investments January 2006 - January 2007
Align Technology 2005 - 2006
Charles Schwab 2005 - 2006
LegalMatch 2002 - 2005
Skills
Cloud Computing, VMware, Virtualization, SaaS, Enterprise Software, Network Security, Data Center, Enterprise Architecture, Disaster Recovery, Integration, IT Service Management, IT Management, Servers, Active Directory, Storage Area Networks, Vendor Management, Solaris, SharePoint, Unix, IT Operations, Networking, Infrastructure, IT Strategy, Information Technology, Management, High Availability, Microsoft Exchange, Windows Server, Consulting, Technical Support, Security, SAN, Leadership, Strategy, Mobile Devices, Hyper-V, Computer Security, Data Migration, Technical Leadership, System Administration, Identity Management, DNS, Storage, Windows, Operating Systems, Technical Architecture, Scripting, Office 365, Configuration Management, Lync
Education
San Francisco State University 1998 — 2002
Bachelor of Science (B.S.), Computer Science
Alex Robbs Alex Robbs's Fisher Investments Experience July 2015 - Present
Job Private Client Acquisitions Associate at Fisher Investments
Industry Marketing and Advertising
Experience
Fisher Investments July 2015 - Present
Santa Clara University October 2013 - Present
CONCERT Wealth Management, Inc. April 2015 - June 2015
HouseMaid Hero June 2014 - August 2014
Mercer Island Lacrosse Club February 2012 - June 2012
Skills
WordPress, Social Media, Calculus, Microsoft Excel Expert..., Spanish, Social Networking, Time Management, PowerPoint, Microsoft Office 2008..., Microsoft Surface, Windows Movie Maker, JMP, Microsoft Access, Photoshop, Statistical Data..., Regression Analysis, Microsoft Excel, Microsoft Word, Salesforce.com
Education
Santa Clara University 2012 — 2016
Bachelor's Degree, Finance and Economics, Junior
Mercer Island High School 2008 — 2012
High School, 3.7
Fisher Investments July 2015 - Present
Santa Clara University October 2013 - Present
CONCERT Wealth Management, Inc. April 2015 - June 2015
HouseMaid Hero June 2014 - August 2014
Mercer Island Lacrosse Club February 2012 - June 2012
Skills
WordPress, Social Media, Calculus, Microsoft Excel Expert..., Spanish, Social Networking, Time Management, PowerPoint, Microsoft Office 2008..., Microsoft Surface, Windows Movie Maker, JMP, Microsoft Access, Photoshop, Statistical Data..., Regression Analysis, Microsoft Excel, Microsoft Word, Salesforce.com
Education
Santa Clara University 2012 — 2016
Bachelor's Degree, Finance and Economics, Junior
Mercer Island High School 2008 — 2012
High School, 3.7
Leila Amiri Leila Amiri's Fisher Investments Experience November 2007 - March 2015
Job Senior visual designer and branding specialist
Industry Graphic Design
Experience
artopia creative services September 2004 - Present
Fisher Investments November 2007 - March 2015
National Instruments, Austin TX April 2004 - August 2004
Envision Media, Santa Cruz, CA March 2004 - April 2004
Marketing Maniacs, San Jose CA June 2003 - August 2003
Skills
Adobe Muse, Balsamiq, Fluid UI, Adobe Creative Suite, Wireframes, Web Design, Mobile Interface Design, Art Direction, Corporate Identity, Brochures, Graphic Design, Illustrator, InDesign, Layout, PowerPoint, Typography, Photoshop, Dreamweaver, User Experience Design, Brand Development, Posters, Photography, Advertising, Banners, Direct Mail, Logo Design, Information Design, Creative Direction, Branding & Identity, User Interface, Graphics
Education
University of Santa Cruz extension 2015 — 2016
Web Design Certificate, Web Design
San Jose State University 2000 — 2004
Bachelor of Fine Arts (B.F.A.), Graphic Design
artopia creative services September 2004 - Present
Fisher Investments November 2007 - March 2015
National Instruments, Austin TX April 2004 - August 2004
Envision Media, Santa Cruz, CA March 2004 - April 2004
Marketing Maniacs, San Jose CA June 2003 - August 2003
Skills
Adobe Muse, Balsamiq, Fluid UI, Adobe Creative Suite, Wireframes, Web Design, Mobile Interface Design, Art Direction, Corporate Identity, Brochures, Graphic Design, Illustrator, InDesign, Layout, PowerPoint, Typography, Photoshop, Dreamweaver, User Experience Design, Brand Development, Posters, Photography, Advertising, Banners, Direct Mail, Logo Design, Information Design, Creative Direction, Branding & Identity, User Interface, Graphics
Education
University of Santa Cruz extension 2015 — 2016
Web Design Certificate, Web Design
San Jose State University 2000 — 2004
Bachelor of Fine Arts (B.F.A.), Graphic Design
Yacoub (Jack) Rabah's Fisher Investments Experience January 2008 - January 2009
Job International Business Development, Strategic Partnerships, Client Relations, and Sales
Industry International Trade and Development
Experience
Greyscale Films January 2015 - July 2015
Mobile Accord, Inc. May 2013 - September 2014
American Chamber of Commerce - Jordan February 2011 - February 2013
Columbia University Middle East Research Center February 2009 - January 2011
Fisher Investments January 2008 - January 2009
Fisher Investments January 2007 - January 2008
Outback Steakhouse Inc. January 2004 - December 2006
Skills
Marketing, Public Relations, Event Planning, Management, Finance, Investments, Financial Services, Logistics, International Trade, Commerce, Research, Business Development, Training, Analysis, International Relations, Data Analysis, Sales, Public Speaking, Nonprofits, Budgets, Economics, Time Management, Program Management, Operations Management, Marketing Communications, Customer Service, Human Resources, Leadership, Business Strategy
Education
San Jose State University 2004 — 2006
B.S, Finance
San Jose State University 2000 — 2004
B.S, Business Administration
Greyscale Films January 2015 - July 2015
Mobile Accord, Inc. May 2013 - September 2014
American Chamber of Commerce - Jordan February 2011 - February 2013
Columbia University Middle East Research Center February 2009 - January 2011
Fisher Investments January 2008 - January 2009
Fisher Investments January 2007 - January 2008
Outback Steakhouse Inc. January 2004 - December 2006
Skills
Marketing, Public Relations, Event Planning, Management, Finance, Investments, Financial Services, Logistics, International Trade, Commerce, Research, Business Development, Training, Analysis, International Relations, Data Analysis, Sales, Public Speaking, Nonprofits, Budgets, Economics, Time Management, Program Management, Operations Management, Marketing Communications, Customer Service, Human Resources, Leadership, Business Strategy
Education
San Jose State University 2004 — 2006
B.S, Finance
San Jose State University 2000 — 2004
B.S, Business Administration
Joseph Colliu's Fisher Investments Experience July 2014 - Present
Job Marketing and Analytics
Industry Investment Management
Experience
Fisher Investments July 2014 - Present
Fisher Investments August 2013 - July 2014
Club One November 2008 - July 2014
Victory Lane Magazine June 2007 - November 2008
Education
San Francisco State University 2012 — 2014
Bachelor's Degree, Economics
Fisher Investments July 2014 - Present
Fisher Investments August 2013 - July 2014
Club One November 2008 - July 2014
Victory Lane Magazine June 2007 - November 2008
Education
San Francisco State University 2012 — 2014
Bachelor's Degree, Economics
Liesl Lanferman Liesl Lanferman's Fisher Investments Experience March 2014 - Present
Job Client Programs Associate at Fisher Investments
Industry Events Services
Experience
Fisher Investments March 2014 - Present
D-Lew enterprises July 2011 - March 2014
Poplar Creek Grill February 2010 - July 2011
Professional Exhibits and Graphics July 2008 - November 2008
Wedgewood Wedding and Banquet Center April 2007 - June 2008
Skills
Trade Shows, Public Relations, Corporate Events, Event Management, Salesforce.com, Weddings, Marketing Communications, Catering, Account Management, Event Planning, Social Networking, Budgets, Management, Marketing, Sales
Education
San Jose State University 2000 — 2005
Bachelor of Science, Public Relations
Fisher Investments March 2014 - Present
D-Lew enterprises July 2011 - March 2014
Poplar Creek Grill February 2010 - July 2011
Professional Exhibits and Graphics July 2008 - November 2008
Wedgewood Wedding and Banquet Center April 2007 - June 2008
Skills
Trade Shows, Public Relations, Corporate Events, Event Management, Salesforce.com, Weddings, Marketing Communications, Catering, Account Management, Event Planning, Social Networking, Budgets, Management, Marketing, Sales
Education
San Jose State University 2000 — 2005
Bachelor of Science, Public Relations
Camille Teofilo Camille Teofilo's Fisher Investments Experience September 2015 - Present
Job Client Programs/Events Specialist
Industry Financial Services
Experience
Fisher Investments September 2015 - Present
Fisher Investments March 2014 - Present
Spectra7 Microystems Inc. January 2014 - March 2014
Spectra7 Microsystems Inc. December 2012 - January 2014
Scottish Development International September 2011 - December 2012
Scottish Development International February 2010 - September 2011
Education
San Jose State University 2007 — 2009
International Business, Spanish
San Diego State University 2006 — 2007
International Business, Spanish
Fisher Investments September 2015 - Present
Fisher Investments March 2014 - Present
Spectra7 Microystems Inc. January 2014 - March 2014
Spectra7 Microsystems Inc. December 2012 - January 2014
Scottish Development International September 2011 - December 2012
Scottish Development International February 2010 - September 2011
Education
San Jose State University 2007 — 2009
International Business, Spanish
San Diego State University 2006 — 2007
International Business, Spanish
Andrew Azzarello Andrew Azzarello's Fisher Investments Experience May 2011 - September 2011
Job Associate Project Manager at Lockton Insurance Brokers, LLC
Industry Insurance
Experience
Lockton Companies April 2014 - Present
JetLimo, Inc. June 2013 - March 2014
Bon Appétit Management Company September 2012 - March 2014
JetLimo, Inc. 2008 - June 2013
Fisher Investments May 2011 - September 2011
Santa Clara University October 2010 - April 2011
Education
Santa Clara University 2010 — 2014
Finance, Senior
Chaminade College Preparatory 2006 — 2010
Lockton Companies April 2014 - Present
JetLimo, Inc. June 2013 - March 2014
Bon Appétit Management Company September 2012 - March 2014
JetLimo, Inc. 2008 - June 2013
Fisher Investments May 2011 - September 2011
Santa Clara University October 2010 - April 2011
Education
Santa Clara University 2010 — 2014
Finance, Senior
Chaminade College Preparatory 2006 — 2010
Brandon Borzin's Fisher Investments Experience December 2013 - Present
Job Client Programs Jr. Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments December 2013 - Present
In-N-Out Burger 2011 - December 2013
Arya Coin and Jewelry 2011 - 2012
Safeway March 2010 - March 2011
Skills
Microsoft Excel, Microsoft Office, Teamwork, Inventory Management, Social Media, Customer Service, Leadership, Marketing Strategy, Marketing, PowerPoint, Sales, Retail, Microsoft Word, Marketing Communications, Market Research, Social Media Marketing, Food Industry, Public Speaking
Education
San Francisco State University 2011 — 2015
Bachelor of Business (In Progress), Marketing
Castro Valley High School 2008 — 2011
San Francisco State University
Business Marketing
Fisher Investments December 2013 - Present
In-N-Out Burger 2011 - December 2013
Arya Coin and Jewelry 2011 - 2012
Safeway March 2010 - March 2011
Skills
Microsoft Excel, Microsoft Office, Teamwork, Inventory Management, Social Media, Customer Service, Leadership, Marketing Strategy, Marketing, PowerPoint, Sales, Retail, Microsoft Word, Marketing Communications, Market Research, Social Media Marketing, Food Industry, Public Speaking
Education
San Francisco State University 2011 — 2015
Bachelor of Business (In Progress), Marketing
Castro Valley High School 2008 — 2011
San Francisco State University
Business Marketing
Joseph Stember's Fisher Investments Experience January 2013 - September 2013
Job Analyst at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC January 2015 - Present
Financial Analysis and Management Education (FAME) December 2013 - December 2014
Lighthaven Capital Management LLC February 2014 - November 2014
CFA Institute Research Challenge December 2013 - February 2014
Financial Analysis & Management Education (FAME) at San Francisco State University May 2013 - December 2013
Fisher Investments January 2013 - September 2013
City College of San Francisco August 2010 - July 2013
Financial Analysis & Management Education (FAME) at San Francisco State University December 2012 - May 2013
Daly City Parks and Recreation 2007 - 2010
Skills
PowerPoint, Microsoft Excel, Research, Fundraising, Microsoft Office, Data Analysis, Microsoft Word, Financial Analysis, Investments, Valuation, Financial Modeling, Finance, Public Speaking, Analysis, Teamwork
Education
San Francisco State University 2012 — 2014
Bachelor's degree, Finance, General, (Senior) Cumulative GPA: 3.4
Hall Capital Partners LLC January 2015 - Present
Financial Analysis and Management Education (FAME) December 2013 - December 2014
Lighthaven Capital Management LLC February 2014 - November 2014
CFA Institute Research Challenge December 2013 - February 2014
Financial Analysis & Management Education (FAME) at San Francisco State University May 2013 - December 2013
Fisher Investments January 2013 - September 2013
City College of San Francisco August 2010 - July 2013
Financial Analysis & Management Education (FAME) at San Francisco State University December 2012 - May 2013
Daly City Parks and Recreation 2007 - 2010
Skills
PowerPoint, Microsoft Excel, Research, Fundraising, Microsoft Office, Data Analysis, Microsoft Word, Financial Analysis, Investments, Valuation, Financial Modeling, Finance, Public Speaking, Analysis, Teamwork
Education
San Francisco State University 2012 — 2014
Bachelor's degree, Finance, General, (Senior) Cumulative GPA: 3.4
Eric Bissonnette's Fisher Investments Experience October 2014 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments October 2014 - Present
Santander Bank May 2013 - October 2014
New York Life Insurance Company June 2012 - May 2013
Skills
Strategic Financial..., Finance, Non-Qualified Deferred..., Retirement, Financial Analysis, IRAs, Financial Modeling, 401k, Retirement Planning, Managed Money
Education
Roger Williams University 2008 — 2012
Bachelor's degree, Finance
Fisher Investments October 2014 - Present
Santander Bank May 2013 - October 2014
New York Life Insurance Company June 2012 - May 2013
Skills
Strategic Financial..., Finance, Non-Qualified Deferred..., Retirement, Financial Analysis, IRAs, Financial Modeling, 401k, Retirement Planning, Managed Money
Education
Roger Williams University 2008 — 2012
Bachelor's degree, Finance
Jake Lyssy Jake Lyssy's Fisher Investments Experience May 2011 - July 2012
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group August 2014 - Present
The Boston Consulting Group June 2013 - August 2013
Fisher Investments May 2011 - July 2012
Fisher Investments August 2010 - May 2011
VentureBeat January 2010 - April 2010
Santa Clara University Department of Chemistry August 2008 - March 2010
Dipity June 2009 - September 2009
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA)
Santa Clara University 2006 — 2010
Bachelor of Science, Biochemistry, Cum Laude
Rockhurst
The Boston Consulting Group August 2014 - Present
The Boston Consulting Group June 2013 - August 2013
Fisher Investments May 2011 - July 2012
Fisher Investments August 2010 - May 2011
VentureBeat January 2010 - April 2010
Santa Clara University Department of Chemistry August 2008 - March 2010
Dipity June 2009 - September 2009
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA)
Santa Clara University 2006 — 2010
Bachelor of Science, Biochemistry, Cum Laude
Rockhurst
Ali Inan Ali Inan's Fisher Investments Experience 2006 - 2009
Job Vice President at Aon
Industry Insurance
Experience
Aon May 2014 - Present
MacCorkle Insurance Service June 2009 - May 2014
Fisher Investments 2006 - 2009
Skills
Start-ups, Professional Liability, Account Management, Mergers, Risk Management, Sales, Underwriting, Investments, Insurance, New Business Development, Sales Management, Brokers, Portfolio Management, Employee Benefits
Education
Santa Clara University 2002 — 2006
BA, Finance
Aon May 2014 - Present
MacCorkle Insurance Service June 2009 - May 2014
Fisher Investments 2006 - 2009
Skills
Start-ups, Professional Liability, Account Management, Mergers, Risk Management, Sales, Underwriting, Investments, Insurance, New Business Development, Sales Management, Brokers, Portfolio Management, Employee Benefits
Education
Santa Clara University 2002 — 2006
BA, Finance
My Pham My Pham's Fisher Investments Experience December 2014 - July 2015
Job Trade Associate at State Street
Industry Investment Management
Experience
State Street July 2015 - Present
Fisher Investments December 2014 - July 2015
MassMutual San Francisco June 2014 - November 2014
Skills
Public Speaking, Leadership, Market Research, Econometrics, Financial Analysis, Policy Analysis, Team Leadership, Project Management, Research, Time Management, Market Analysis, Persuasive Speaker, Qualitative Research, Writing, Economics, Statistics, Data Analysis, Strategic Communications, Operations Management, Social Networking, Rhetorical Analysis, Articulate Communicator, Reporting & Analysis, Financial Reporting, Team Management, Crisis Communications, Financially Astute, Strong Business Acumen, Public Policy
Education
San Jose State University 2009 — 2014
Bachelor of Science (B.S.), Economics
State Street July 2015 - Present
Fisher Investments December 2014 - July 2015
MassMutual San Francisco June 2014 - November 2014
Skills
Public Speaking, Leadership, Market Research, Econometrics, Financial Analysis, Policy Analysis, Team Leadership, Project Management, Research, Time Management, Market Analysis, Persuasive Speaker, Qualitative Research, Writing, Economics, Statistics, Data Analysis, Strategic Communications, Operations Management, Social Networking, Rhetorical Analysis, Articulate Communicator, Reporting & Analysis, Financial Reporting, Team Management, Crisis Communications, Financially Astute, Strong Business Acumen, Public Policy
Education
San Jose State University 2009 — 2014
Bachelor of Science (B.S.), Economics
Andrew Hazard Andrew Hazard's Fisher Investments Experience March 2010 - March 2012
Job People Builder
Industry Financial Services
Experience
FiveStars December 2014 - Present
Intuit March 2012 - December 2014
Fisher Investments March 2010 - March 2012
ST.IGNATIUS COLLEGE PREPARATORY September 2007 - June 2009
Pinewood School August 2000 - June 2006
Skills
New Business Development, Marketing, Sales Process, Direct Sales, Leadership, Team Building, Customer Service, Microsoft Office, Sales Operations, Sales, Cold Calling, Account Management, Salesforce.com, Social Media Marketing, Leadership Development, Sales Rep Training, Training Facilitation, Customer Retention, Management, Training, Start-ups, Coaching
Education
University of San Francisco 2013 — 2015
Masagung School of Management, Masters of Organizational Development and Leadership
Santa Clara University
Bachelor of Science, Political Science
FiveStars December 2014 - Present
Intuit March 2012 - December 2014
Fisher Investments March 2010 - March 2012
ST.IGNATIUS COLLEGE PREPARATORY September 2007 - June 2009
Pinewood School August 2000 - June 2006
Skills
New Business Development, Marketing, Sales Process, Direct Sales, Leadership, Team Building, Customer Service, Microsoft Office, Sales Operations, Sales, Cold Calling, Account Management, Salesforce.com, Social Media Marketing, Leadership Development, Sales Rep Training, Training Facilitation, Customer Retention, Management, Training, Start-ups, Coaching
Education
University of San Francisco 2013 — 2015
Masagung School of Management, Masters of Organizational Development and Leadership
Santa Clara University
Bachelor of Science, Political Science
Michael Walling Michael Walling's Fisher Investments Experience October 1900 - 1900
Job Development Director at Name Withheld
Industry Investment Management
Experience
Name Withheld April 2014 - Present
Cushing MLP Asset Management 1900 - September 1900
Fisher Investments October 1900 - 1900
Invesco US 1900 - 1900
Lincoln Financial Distributors 1900 - 1900
Skills
Strategic Planning, Continuing Education, Investment Management, Presentation Coaching, Selling, Alternative Investments, Emotional Intelligence, Asset Allocation, Motivational Speaking, Closed-end Funds, Team Building, New Business Development, Fixed Annuities, Financial Services, Retirement Planning, Equities, Financial Advisory, Strategy, Retirement, ETFs, Separately Managed...
Education
San Jose State University
Administration of Justice
West Valley College
Administration of Justice
Name Withheld April 2014 - Present
Cushing MLP Asset Management 1900 - September 1900
Fisher Investments October 1900 - 1900
Invesco US 1900 - 1900
Lincoln Financial Distributors 1900 - 1900
Skills
Strategic Planning, Continuing Education, Investment Management, Presentation Coaching, Selling, Alternative Investments, Emotional Intelligence, Asset Allocation, Motivational Speaking, Closed-end Funds, Team Building, New Business Development, Fixed Annuities, Financial Services, Retirement Planning, Equities, Financial Advisory, Strategy, Retirement, ETFs, Separately Managed...
Education
San Jose State University
Administration of Justice
West Valley College
Administration of Justice
Jason Newman's Fisher Investments Experience June 2014 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2014 - Present
Morgan Stanley Wealth Management August 2012 - June 2014
Wells Fargo Advisors, LLC November 2011 - July 2012
Globalbased Technologies February 2011 - November 2011
Mazuma Capital Corp August 2010 - February 2011
The Church of Jesus Christ of Latter-day Saints May 2005 - May 2007
Skills
Sales Management, Financial Analysis, Customer Service, Microsoft Office, Investments, Account Management, Spanish, Securities, Financial Advisory, Customer Relations, Excel, Writing
Education
University of Utah - David Eccles School of Business
Salt Lake Community College
Fisher Investments June 2014 - Present
Morgan Stanley Wealth Management August 2012 - June 2014
Wells Fargo Advisors, LLC November 2011 - July 2012
Globalbased Technologies February 2011 - November 2011
Mazuma Capital Corp August 2010 - February 2011
The Church of Jesus Christ of Latter-day Saints May 2005 - May 2007
Skills
Sales Management, Financial Analysis, Customer Service, Microsoft Office, Investments, Account Management, Spanish, Securities, Financial Advisory, Customer Relations, Excel, Writing
Education
University of Utah - David Eccles School of Business
Salt Lake Community College
Anna Marie Maliwat's Fisher Investments Experience May 2005 - March 2007
Job SF
Industry Information Services
Experience
Maven Recruiting Group September 2013 - June 2015
Castlight Health March 2012 - September 2013
SuccessFactors January 2011 - March 2012
edo Interactive February 2010 - December 2010
newScale August 2009 - January 2010
Equilar August 2008 - May 2009
Equilar April 2007 - July 2008
Fisher Investments May 2005 - March 2007
Skills
Salesforce.com, Database Marketing, SaaS, Lead Generation, Sales Operations, Business Development, Recruiting, Cold Calling, Sales Process, Enterprise Software, CRM, Management, Leadership, Sales, Strategy, Consulting, Account Management, Start-ups, Microsoft Office
Education
San Francisco State University, College of Business
Bachelor of Science (BS), Business with a Concentration in Accounting
Dale Carnegie Training
Sales Advantage
Maven Recruiting Group September 2013 - June 2015
Castlight Health March 2012 - September 2013
SuccessFactors January 2011 - March 2012
edo Interactive February 2010 - December 2010
newScale August 2009 - January 2010
Equilar August 2008 - May 2009
Equilar April 2007 - July 2008
Fisher Investments May 2005 - March 2007
Skills
Salesforce.com, Database Marketing, SaaS, Lead Generation, Sales Operations, Business Development, Recruiting, Cold Calling, Sales Process, Enterprise Software, CRM, Management, Leadership, Sales, Strategy, Consulting, Account Management, Start-ups, Microsoft Office
Education
San Francisco State University, College of Business
Bachelor of Science (BS), Business with a Concentration in Accounting
Dale Carnegie Training
Sales Advantage
Allison Klapheke Allison Klapheke's Fisher Investments Experience April 2014 - March 2015
Job Implementation
Industry Computer Software
Experience
When I Work July 2015 - Present
Keyence April 2015 - May 2015
Fisher Investments April 2014 - March 2015
Fisher Investments July 2012 - April 2014
Malley Gym August 2011 - June 2012
Iron Speed, Inc. January 2012 - May 2012
Nordstrom June 2011 - August 2011
Yogaworks March 2010 - June 2010
Skills
Marketing, Sales, Time Management, Customer Service, Event Management, Customer Satisfaction, Email Marketing, Facebook, Lead Generation, Social Media Marketing, Product Marketing, Online Advertising
Education
EducationSanta Clara University 2009 — 2012
Bachelor, Science and Commerce; Marketing
Santa Clara University 2008 — 2012
Marketing
Santa Clara University - Leavey School of Business 2008 — 2012
When I Work July 2015 - Present
Keyence April 2015 - May 2015
Fisher Investments April 2014 - March 2015
Fisher Investments July 2012 - April 2014
Malley Gym August 2011 - June 2012
Iron Speed, Inc. January 2012 - May 2012
Nordstrom June 2011 - August 2011
Yogaworks March 2010 - June 2010
Skills
Marketing, Sales, Time Management, Customer Service, Event Management, Customer Satisfaction, Email Marketing, Facebook, Lead Generation, Social Media Marketing, Product Marketing, Online Advertising
Education
EducationSanta Clara University 2009 — 2012
Bachelor, Science and Commerce; Marketing
Santa Clara University 2008 — 2012
Marketing
Santa Clara University - Leavey School of Business 2008 — 2012
Tyler Fricke Tyler Fricke's Fisher Investments Experience April 2014 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2014 - Present
Fisher Investments October 2012 - April 2014
Phoenix Private Wealth Management June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Teamwork, Accounting, Access, Financial Modeling, Research, Finance, Time Management, Investments, Banking, Outlook, Corporate Finance, Public Speaking, Valuation, Data Analysis
Education
Notre Dame de Namur University 2010 — 2012
Bachelor of Science, Business Administration; Finance
San Diego Miramar College 2008 — 2010
Associate's degree, General Studies
Fisher Investments April 2014 - Present
Fisher Investments October 2012 - April 2014
Phoenix Private Wealth Management June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Teamwork, Accounting, Access, Financial Modeling, Research, Finance, Time Management, Investments, Banking, Outlook, Corporate Finance, Public Speaking, Valuation, Data Analysis
Education
Notre Dame de Namur University 2010 — 2012
Bachelor of Science, Business Administration; Finance
San Diego Miramar College 2008 — 2010
Associate's degree, General Studies
Johnny Hu Johnny Hu's Fisher Investments Experience September 2014 - Present
Job Content Services, Corporate Communications Group at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2014 - Present
Fisher Investments March 2014 - September 2014
Fisher Investments June 2012 - March 2014
Fisher Investments March 2011 - June 2012
Swatch Ltd. November 2010 - March 2011
Safeway June 2003 - December 2010
Skills
Communication Skills, Highly detail oriented, Task-oriented, Retail, Inventory Control, Sales, Windows 7, Microsoft Office, PowerPoint, Excel, Word, Photoshop, Operations Management, Arena Simulation..., SIGMA, AMPL, Microsoft Excel, Customer Service, Microsoft Word, Data Analysis
Education
San Francisco State University 2010 — 2012
Bachelors of Science, Finance
San Francisco State University, College of Business 2010 — 2012
Minor, Decision Sciences
Fisher Investments September 2014 - Present
Fisher Investments March 2014 - September 2014
Fisher Investments June 2012 - March 2014
Fisher Investments March 2011 - June 2012
Swatch Ltd. November 2010 - March 2011
Safeway June 2003 - December 2010
Skills
Communication Skills, Highly detail oriented, Task-oriented, Retail, Inventory Control, Sales, Windows 7, Microsoft Office, PowerPoint, Excel, Word, Photoshop, Operations Management, Arena Simulation..., SIGMA, AMPL, Microsoft Excel, Customer Service, Microsoft Word, Data Analysis
Education
San Francisco State University 2010 — 2012
Bachelors of Science, Finance
San Francisco State University, College of Business 2010 — 2012
Minor, Decision Sciences
Nima David Mogharei's Fisher Investments Experience March 2014 - September 2015
Job Sales Development at EverString Technology
Industry Marketing and Advertising
Experience
EverString October 2015 - Present
Fisher Investments March 2014 - September 2015
Fisher Investments March 2012 - March 2014
Bank of the West May 2010 - March 2012
Get Kaizened August 2008 - February 2011
Milligan Tennis Academy June 2005 - August 2008
Skills
Marketing, Sales, Marketing Communications, Market Research, Account Management, Online Advertising, Lead Generation, Social Media Marketing, Social Media, Social Networking, Customer Satisfaction, Marketing Strategy, Cold Calling, inside sales, Sourcing, Recruiting, Sales Prospecting, Public Speaking, Business Development, CRM, Business Process..., Kaizen, Leadership, Team Leadership, Leadership Development, Negotiation, New Business Development, Networking, Outlook, Sales Operations, Retail, Human Resources, Training, Teamwork, Time Management
Education
San Jose State University
B.S., Business Marketing, 3.67
EverString October 2015 - Present
Fisher Investments March 2014 - September 2015
Fisher Investments March 2012 - March 2014
Bank of the West May 2010 - March 2012
Get Kaizened August 2008 - February 2011
Milligan Tennis Academy June 2005 - August 2008
Skills
Marketing, Sales, Marketing Communications, Market Research, Account Management, Online Advertising, Lead Generation, Social Media Marketing, Social Media, Social Networking, Customer Satisfaction, Marketing Strategy, Cold Calling, inside sales, Sourcing, Recruiting, Sales Prospecting, Public Speaking, Business Development, CRM, Business Process..., Kaizen, Leadership, Team Leadership, Leadership Development, Negotiation, New Business Development, Networking, Outlook, Sales Operations, Retail, Human Resources, Training, Teamwork, Time Management
Education
San Jose State University
B.S., Business Marketing, 3.67
Alexandra Stuck Alexandra Stuck's Fisher Investments Experience September 2014 - February 2015
Job Human Resources at Marcus & Millichap
Industry Financial Services
Experience
Marcus & Millichap March 2015 - Present
Fisher Investments September 2014 - February 2015
San Jose State University July 2014 - September 2014
San Jose State University September 2012 - September 2014
San Jose State University January 2014 - June 2014
Waddell & Reed October 2012 - March 2014
Waddell & Reed October 2011 - October 2012
Target November 2009 - October 2011
Deloitte July 2011 - July 2011
EY July 2011 - July 2011
Skills
Leadership, Teamwork, Team Building, Problem Solving, Motivated self-starter, Relationship Management, Customer Service, Time Management, Event Planning, Marketing, Sales, Microsoft Word, Microsoft Excel, PowerPoint, Finance, Training, Outlook, Microsoft Office, Financial Analysis, Accounting, Data Analysis, Access, CRM, Data Entry, Auditing, Budgets, Critical Thinking, Research
Education
San Jose State University 2013 — 2014
Minor, Philosophy
San Jose State University 2012 — 2013
Minor, Economics
San Jose State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Presentation High School 2005 — 2009
Marcus & Millichap March 2015 - Present
Fisher Investments September 2014 - February 2015
San Jose State University July 2014 - September 2014
San Jose State University September 2012 - September 2014
San Jose State University January 2014 - June 2014
Waddell & Reed October 2012 - March 2014
Waddell & Reed October 2011 - October 2012
Target November 2009 - October 2011
Deloitte July 2011 - July 2011
EY July 2011 - July 2011
Skills
Leadership, Teamwork, Team Building, Problem Solving, Motivated self-starter, Relationship Management, Customer Service, Time Management, Event Planning, Marketing, Sales, Microsoft Word, Microsoft Excel, PowerPoint, Finance, Training, Outlook, Microsoft Office, Financial Analysis, Accounting, Data Analysis, Access, CRM, Data Entry, Auditing, Budgets, Critical Thinking, Research
Education
San Jose State University 2013 — 2014
Minor, Philosophy
San Jose State University 2012 — 2013
Minor, Economics
San Jose State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Presentation High School 2005 — 2009
Jennifer Lamantia's Fisher Investments Experience November 2007 - May 2008
Job Onboarding Program Projects Manager
Industry Computer Software
Experience
salesforce.com June 2014 - Present
salesforce.com January 2012 - June 2014
JML Freelance Make Up Artist June 2003 - February 2014
salesforce.com November 2011 - January 2012
salesforce.com June 2011 - January 2012
salesforce.com September 2009 - June 2011
LoopNet May 2009 - September 2009
Creative Circle May 2008 - February 2009
Fisher Investments November 2007 - May 2008
Fisher Investments October 2005 - November 2007
Skills
Salesforce.com, Cold Calling, SaaS, Sales Process, Teamwork, Recruiting, Sourcing, Coaching, Leadership, Career Development, Resume Writing, Screening Resumes, Phone Screening, Listener, Goal Setting, Management, Employee Engagement, Empower, Leadership Development, Staff Development, Workflow Management, Process Improvement, Performance Metrics, Metrics Reporting, Performance Measurement, Performance Improvement, Constructive Feedback, Success Stories, Accomplishment, Celebrations, Passive Candidate..., Candidate Retention, Talent Mining, Talent Pipelining, Client/Hiring Manager..., Building Strong..., High-volume Recruiting, Staffing Metrics, Requisition Management, Full-life Cycle..., Cloud Computing, Sales, CRM, B2B, College Recruiting, Business Development, Enterprise Software
Education
San Jose State University 2000 — 2004
Bachelors, Mass Communications, Advertising, Speech Communications, Fine Arts
Hillsdale High School 1995 — 1999
Graduate
Ralston Middle School 1992 — 1995
Graduate
salesforce.com June 2014 - Present
salesforce.com January 2012 - June 2014
JML Freelance Make Up Artist June 2003 - February 2014
salesforce.com November 2011 - January 2012
salesforce.com June 2011 - January 2012
salesforce.com September 2009 - June 2011
LoopNet May 2009 - September 2009
Creative Circle May 2008 - February 2009
Fisher Investments November 2007 - May 2008
Fisher Investments October 2005 - November 2007
Skills
Salesforce.com, Cold Calling, SaaS, Sales Process, Teamwork, Recruiting, Sourcing, Coaching, Leadership, Career Development, Resume Writing, Screening Resumes, Phone Screening, Listener, Goal Setting, Management, Employee Engagement, Empower, Leadership Development, Staff Development, Workflow Management, Process Improvement, Performance Metrics, Metrics Reporting, Performance Measurement, Performance Improvement, Constructive Feedback, Success Stories, Accomplishment, Celebrations, Passive Candidate..., Candidate Retention, Talent Mining, Talent Pipelining, Client/Hiring Manager..., Building Strong..., High-volume Recruiting, Staffing Metrics, Requisition Management, Full-life Cycle..., Cloud Computing, Sales, CRM, B2B, College Recruiting, Business Development, Enterprise Software
Education
San Jose State University 2000 — 2004
Bachelors, Mass Communications, Advertising, Speech Communications, Fine Arts
Hillsdale High School 1995 — 1999
Graduate
Ralston Middle School 1992 — 1995
Graduate
Julian Sul Julian Sul's Fisher Investments Experience July 2015 - Present
Job Senior Analyst at Match Analysis
Industry Sports
Experience
Fisher Investments July 2015 - Present
Match Analysis February 2013 - July 2015
adidas October 2010 - February 2012
Progenitor Cell Therapy May 2010 - August 2010
Mt. Pleasant High School September 2008 - May 2009
Skills
Statistics, R, Data Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Emacs, MySQL, Tableau, Management, Sports, Research, Organization, Probability, Customer Service, Job Scheduling, Spanish, Teamwork, Access, Calculus
Education
University of California, Berkeley 2009 — 2014
Bachelor of Arts (BA), Statistics
San Jose City College 2011 — 2011
Fisher Investments July 2015 - Present
Match Analysis February 2013 - July 2015
adidas October 2010 - February 2012
Progenitor Cell Therapy May 2010 - August 2010
Mt. Pleasant High School September 2008 - May 2009
Skills
Statistics, R, Data Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Emacs, MySQL, Tableau, Management, Sports, Research, Organization, Probability, Customer Service, Job Scheduling, Spanish, Teamwork, Access, Calculus
Education
University of California, Berkeley 2009 — 2014
Bachelor of Arts (BA), Statistics
San Jose City College 2011 — 2011
Chelsea Lynn Cooley-Anton Chelsea Lynn Cooley-Anton's Fisher Investments Experience November 2005 - December 2006
Job Employee of Morgan Stanley Wealth Management
Industry Internet
Experience
Fabulux dba October 2013 - October 2014
Nicholas A Stevens July 2013 - September 2013
Linearis Institute September 2010 - January 2011
La Coppa Coffee November 2007 - May 2009
Dolce Spazio October 2008 - February 2009
Energy Arts April 2008 - July 2008
Fisher Investments November 2005 - December 2006
Farmers Insurance September 2003 - August 2005
Skills
Event Management, Customer Service, Training, Public Relations, Advertising, Teamwork, Microsoft Excel, Project Planning, Event Planning, HTML, Writing, Sales, Retail, Food & Beverage, Food, Account Management, Presentations, Editing, Ebay Sales, Content Writing, Research, Barista Training, Office Organizing, Filing, Photobucket, QuickBooks, Microsoft Office, Web Content, Web Marketing, E-commerce SEO, Social Media, Team Building, Creative Writing, Blogging, Data Analysis, Online Marketing, Time Management, Public Speaking, Software Documentation, Fundraising, Entrepreneurship, New Business Development, Nonprofits, Market Research, Marketing Communications, Coaching, Photography, Salesforce.com, Facebook, CRM
Education
New Learning Culture 2013 — 2013
Certification as a Learning Companion, Child Centered Education
San Francisco State University 2004 — 2008
Bachelor's, Anthropology; an emphasis in Social Cultural, 3.65
Fabulux dba October 2013 - October 2014
Nicholas A Stevens July 2013 - September 2013
Linearis Institute September 2010 - January 2011
La Coppa Coffee November 2007 - May 2009
Dolce Spazio October 2008 - February 2009
Energy Arts April 2008 - July 2008
Fisher Investments November 2005 - December 2006
Farmers Insurance September 2003 - August 2005
Skills
Event Management, Customer Service, Training, Public Relations, Advertising, Teamwork, Microsoft Excel, Project Planning, Event Planning, HTML, Writing, Sales, Retail, Food & Beverage, Food, Account Management, Presentations, Editing, Ebay Sales, Content Writing, Research, Barista Training, Office Organizing, Filing, Photobucket, QuickBooks, Microsoft Office, Web Content, Web Marketing, E-commerce SEO, Social Media, Team Building, Creative Writing, Blogging, Data Analysis, Online Marketing, Time Management, Public Speaking, Software Documentation, Fundraising, Entrepreneurship, New Business Development, Nonprofits, Market Research, Marketing Communications, Coaching, Photography, Salesforce.com, Facebook, CRM
Education
New Learning Culture 2013 — 2013
Certification as a Learning Companion, Child Centered Education
San Francisco State University 2004 — 2008
Bachelor's, Anthropology; an emphasis in Social Cultural, 3.65
Stephanie Adona Stephanie Adona's Fisher Investments Experience March 2006 - May 2012
Job Registered Nurse at Duke University Hospital
Industry Hospital & Health Care
Experience
Duke University Hospital July 2012 - Present
Fisher Investments March 2006 - May 2012
Nordstrom February 2005 - January 2008
Education
San Jose State University 2007 — 2011
BS, Nursing
Duke University Hospital July 2012 - Present
Fisher Investments March 2006 - May 2012
Nordstrom February 2005 - January 2008
Education
San Jose State University 2007 — 2011
BS, Nursing
Liza Hernandez Liza Hernandez's Fisher Investments Experience June 2013 - April 2014
Job Financial Analyst at Gap Inc./Old Navy
Industry Biotechnology
Experience
Gap Inc./Old Navy March 2015 - Present
Kaiser Permanente November 2014 - March 2015
Fisher Investments June 2013 - April 2014
Bio-G (Bioproduction Group) June 2012 - May 2013
Bank of the West June 2010 - June 2012
Urban Future Leaders of the World January 2012 - May 2012
Michael D. Zatto, DDS January 2006 - May 2010
Education
San Francisco State University 2008 — 2012
Bachelor of Science in Business Administration, Decision Science, Dean's List 2008 - 2012
Gap Inc./Old Navy March 2015 - Present
Kaiser Permanente November 2014 - March 2015
Fisher Investments June 2013 - April 2014
Bio-G (Bioproduction Group) June 2012 - May 2013
Bank of the West June 2010 - June 2012
Urban Future Leaders of the World January 2012 - May 2012
Michael D. Zatto, DDS January 2006 - May 2010
Education
San Francisco State University 2008 — 2012
Bachelor of Science in Business Administration, Decision Science, Dean's List 2008 - 2012
Vincent Munoz's Fisher Investments Experience December 2014 - Present
Job Data Associate at Fisher Investments
Industry Logistics and Supply Chain
Experience
Fisher Investments December 2014 - Present
Fisher Investments September 2014 - December 2014
Fisher Investments February 2013 - September 2014
San Francisco State University January 2012 - December 2012
San Francisco State University August 2006 - December 2012
S.F. Promise February 2008 - August 2012
Decision Science Student Association 2012 - 2012
Crowne Plaza Park View Wuzhou Beijing May 2010 - August 2010
Jamestown Community Center September 2006 - December 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, SIGMA, Arena Simulation..., Windows, Microsoft PowerPoint, JMP, VBA, R, Access, PowerPoint, Statistics, Financial Analysis, Data Analysis, Forecasting, Customer Service, Six Sigma
Education
San Francisco State University 2006 — 2012
Bachelor's degree, Business Administration, Decision Science (Business Analytic's) ), Senior
Fisher Investments December 2014 - Present
Fisher Investments September 2014 - December 2014
Fisher Investments February 2013 - September 2014
San Francisco State University January 2012 - December 2012
San Francisco State University August 2006 - December 2012
S.F. Promise February 2008 - August 2012
Decision Science Student Association 2012 - 2012
Crowne Plaza Park View Wuzhou Beijing May 2010 - August 2010
Jamestown Community Center September 2006 - December 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, SIGMA, Arena Simulation..., Windows, Microsoft PowerPoint, JMP, VBA, R, Access, PowerPoint, Statistics, Financial Analysis, Data Analysis, Forecasting, Customer Service, Six Sigma
Education
San Francisco State University 2006 — 2012
Bachelor's degree, Business Administration, Decision Science (Business Analytic's) ), Senior
Noah Rickling's Fisher Investments Experience November 2012 - March 2013
Job Analyst at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC October 2013 - Present
Santa Clara University September 2012 - June 2013
Santa Clara University September 2011 - May 2013
Fisher Investments November 2012 - March 2013
Skills
Microsoft Excel, PowerPoint, Event Planning, Microsoft Word, Social Media
Education
Santa Clara University 2009 — 2013
Bachelor of Commerce (B.Com.), Finance, General
Hall Capital Partners LLC October 2013 - Present
Santa Clara University September 2012 - June 2013
Santa Clara University September 2011 - May 2013
Fisher Investments November 2012 - March 2013
Skills
Microsoft Excel, PowerPoint, Event Planning, Microsoft Word, Social Media
Education
Santa Clara University 2009 — 2013
Bachelor of Commerce (B.Com.), Finance, General
Victor J Pocius's Fisher Investments Experience April 2014 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2014 - Present
Wells Fargo July 2010 - April 2014
Graham Packaging / Bayer Corporation May 2008 - June 2010
Skills
Credit, Finance, Banking, Financial Analysis, Financial Modeling, Loans, Commercial Banking, Investments, Credit Analysis, Refinance, Portfolio Management, Relationship Mgmt, Treasury Management, Commercial Lending, Relationship Management
Education
Saint Vincent College 2004 — 2008
Dual B.S. - Finance & Accounting, Mathematics, Magna Cum Laude
Fisher Investments April 2014 - Present
Wells Fargo July 2010 - April 2014
Graham Packaging / Bayer Corporation May 2008 - June 2010
Skills
Credit, Finance, Banking, Financial Analysis, Financial Modeling, Loans, Commercial Banking, Investments, Credit Analysis, Refinance, Portfolio Management, Relationship Mgmt, Treasury Management, Commercial Lending, Relationship Management
Education
Saint Vincent College 2004 — 2008
Dual B.S. - Finance & Accounting, Mathematics, Magna Cum Laude
Declan O'Donnell Declan O'Donnell's Fisher Investments Experience April 2012 - Present
Job Account Executive Group Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2012 - Present
Fisher Investments July 2011 - April 2012
Fisher Investments October 2005 - July 2011
Fisher Investments August 2003 - October 2005
Einstein Industries August 2002 - June 2003
Skills
Series 65
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Political Science
Fisher Investments April 2012 - Present
Fisher Investments July 2011 - April 2012
Fisher Investments October 2005 - July 2011
Fisher Investments August 2003 - October 2005
Einstein Industries August 2002 - June 2003
Skills
Series 65
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Political Science
Jennilee Del Mundo Jennilee Del Mundo's Fisher Investments Experience January 2013 - March 2013
Job Sales Support
Industry Biotechnology
Experience
SCIEX August 2015 - Present
Genentech August 2013 - June 2015
Fisher Investments January 2013 - March 2013
Fisher Investments March 2011 - December 2012
Fisher Investments December 2009 - March 2011
Skills
Microsoft Office, Outlook, PowerPoint, Microsoft Word, Teamwork, Data Entry, Telephone Skills, Recruiting, Customer Service, Purchasing, Access, Data Analysis
Education
San Francisco State University 2003 — 2009
Bachelor's degree, Marketing, 2.32
SCIEX August 2015 - Present
Genentech August 2013 - June 2015
Fisher Investments January 2013 - March 2013
Fisher Investments March 2011 - December 2012
Fisher Investments December 2009 - March 2011
Skills
Microsoft Office, Outlook, PowerPoint, Microsoft Word, Teamwork, Data Entry, Telephone Skills, Recruiting, Customer Service, Purchasing, Access, Data Analysis
Education
San Francisco State University 2003 — 2009
Bachelor's degree, Marketing, 2.32
Darrin Cianci Darrin Cianci's Fisher Investments Experience August 2002 - Present
Job Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2002 - Present
Novo Corp. October 1999 - November 2001
Eathweb Inc. August 1998 - October 1999
Skills
Investments, Equities, Portfolio Management, Asset Managment, Fixed Income, Salesforce.com, Securities, Wealth Management, Mutual Funds, Series 65, Financial Modeling, Asset Allocation, Lead Generation, Asset Management, Sales & Marketing...
Education
Saint Michael's College 1992 — 1996
The Pingree School 1988 — 1992
The Pike School 1985 — 1988
Fisher Investments August 2002 - Present
Novo Corp. October 1999 - November 2001
Eathweb Inc. August 1998 - October 1999
Skills
Investments, Equities, Portfolio Management, Asset Managment, Fixed Income, Salesforce.com, Securities, Wealth Management, Mutual Funds, Series 65, Financial Modeling, Asset Allocation, Lead Generation, Asset Management, Sales & Marketing...
Education
Saint Michael's College 1992 — 1996
The Pingree School 1988 — 1992
The Pike School 1985 — 1988
Michael Iino Michael Iino's Fisher Investments Experience October 2004 - May 2006
Job Senior Vice President at CBRE
Industry Commercial Real Estate
Experience
CBRE September 2015 - Present
CBRE September 2014 - September 2015
CBRE January 2014 - August 2014
The CAC Group December 2013 - January 2014
The CAC Group January 2010 - November 2013
The CAC Group June 2006 - December 2009
Fisher Investments October 2004 - May 2006
Skills
Commercial Real Estate, Brokerage, Leases, Investment Sales, Financial Analysis, Valuation
Education
Santa Clara University 2000 — 2004
B.S. - Cum Laude, Major: Finance, Minor: Economics
Loyola High School 1996 — 2000
CBRE September 2015 - Present
CBRE September 2014 - September 2015
CBRE January 2014 - August 2014
The CAC Group December 2013 - January 2014
The CAC Group January 2010 - November 2013
The CAC Group June 2006 - December 2009
Fisher Investments October 2004 - May 2006
Skills
Commercial Real Estate, Brokerage, Leases, Investment Sales, Financial Analysis, Valuation
Education
Santa Clara University 2000 — 2004
B.S. - Cum Laude, Major: Finance, Minor: Economics
Loyola High School 1996 — 2000
Sonny Chahal Sonny Chahal's Fisher Investments Experience 2006 - February 2008
Job PMP, Business Intelligence Manager
Industry Retail
Experience
Ross Stores February 2013 - Present
Blackhawk Network January 2010 - December 2012
USJade Corp September 2009 - December 2009
Cisco February 2008 - September 2009
Fisher Investments 2006 - February 2008
Basic Chemical Solutions 2004 - 2006
AIT Business Services 2002 - 2004
SGI 1999 - 2002
Wood Associates 1993 - 1995
Skills
OBIEE, Business Intelligence, Enterprise Software, ERP, Data Warehousing, Agile Project Management, Scrum, Rally, Financial Services, Project Planning, Project Management, Process Improvement, Business Process..., Cross-functional Team..., Software Development, Agile Methodologies, Analytics, Business Analysis, Business Process, CRM, Disaster Recovery, Integration, Leadership, Management, Oracle, Program Management, Project Delivery, Requirements Analysis, SDLC, SQL, Security, Team Management, Vendor Management, IT Strategy, Software Project..., Business Objects
Education
San Jose State University 1987 — 1992
Bachelors, Finance
PMI
PMP, PMP Certtified
Service Provider
Black Belt, Sixth Sigma LEAN
Ross Stores February 2013 - Present
Blackhawk Network January 2010 - December 2012
USJade Corp September 2009 - December 2009
Cisco February 2008 - September 2009
Fisher Investments 2006 - February 2008
Basic Chemical Solutions 2004 - 2006
AIT Business Services 2002 - 2004
SGI 1999 - 2002
Wood Associates 1993 - 1995
Skills
OBIEE, Business Intelligence, Enterprise Software, ERP, Data Warehousing, Agile Project Management, Scrum, Rally, Financial Services, Project Planning, Project Management, Process Improvement, Business Process..., Cross-functional Team..., Software Development, Agile Methodologies, Analytics, Business Analysis, Business Process, CRM, Disaster Recovery, Integration, Leadership, Management, Oracle, Program Management, Project Delivery, Requirements Analysis, SDLC, SQL, Security, Team Management, Vendor Management, IT Strategy, Software Project..., Business Objects
Education
San Jose State University 1987 — 1992
Bachelors, Finance
PMI
PMP, PMP Certtified
Service Provider
Black Belt, Sixth Sigma LEAN
Jeremy Nunez Jeremy Nunez's Fisher Investments Experience April 2014 - Present
Job Incoming Investment Operations Associate at Fisher Investments
Industry
Experience
Fisher Investments April 2014 - Present
The Law Office of John D. Kovac September 2013 - Present
Kipinhall December 2013 - Present
Skills
Lexis, Westlaw, Legal Writing, Legal Research, Legal Assistance
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor's degree, Economics
Fisher Investments April 2014 - Present
The Law Office of John D. Kovac September 2013 - Present
Kipinhall December 2013 - Present
Skills
Lexis, Westlaw, Legal Writing, Legal Research, Legal Assistance
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor's degree, Economics
Karen Schwenk Karen Schwenk's Fisher Investments Experience 1999 - 1999
Job Independent Financial Advisor
Industry Financial Services
Experience
Lincoln Investment Planning September 1999 - Present
CitiGroup January 1998 - January 1999
Fisher Investments 1999 - 1999
MetLife Brokerage 1996 - 1998
Baja Joe's Tacos January 1992 - January 1993
Skills
Retirement Planning, Mutual Funds, Retirement, Fixed Annuities, Wealth Management, Series 7, Investments, Securities, Strategic Financial..., Public Speaking, Investment Advisory, Pensions, Asset Managment
Education
San Francisco State University 1993 — 1995
BA, Marketing & Industrial Psychology
Northgate HS
Lincoln Investment Planning September 1999 - Present
CitiGroup January 1998 - January 1999
Fisher Investments 1999 - 1999
MetLife Brokerage 1996 - 1998
Baja Joe's Tacos January 1992 - January 1993
Skills
Retirement Planning, Mutual Funds, Retirement, Fixed Annuities, Wealth Management, Series 7, Investments, Securities, Strategic Financial..., Public Speaking, Investment Advisory, Pensions, Asset Managment
Education
San Francisco State University 1993 — 1995
BA, Marketing & Industrial Psychology
Northgate HS
Calvin Ng Calvin Ng's Fisher Investments Experience April 2011 - Present
Job Product Manager at Fisher Investments
Industry Information Technology and Services
Experience
Fisher Investments April 2011 - Present
Fisher Investments August 2010 - April 2011
Delta Dental May 2008 - May 2010
Blackhawk Network October 2006 - May 2008
Safeway, Inc. March 2005 - October 2006
Winazon, Inc. January 2001 - June 2003
Law Offices of Bryant H. Byrnes June 1997 - June 2000
Skills
Vendor Management, UML, RUP, Process Engineering, Program Management, BPMN, HTML, SharePoint Designer, SharePoint, Visio, MS Project, Project Management, Business Analysis, CRM, SDLC, Software Documentation, Business Process, Databases, ERP, Requirements Gathering, Management
Education
San Jose State University 2002 — 2004
BS, Management Information Systems
Fisher Investments April 2011 - Present
Fisher Investments August 2010 - April 2011
Delta Dental May 2008 - May 2010
Blackhawk Network October 2006 - May 2008
Safeway, Inc. March 2005 - October 2006
Winazon, Inc. January 2001 - June 2003
Law Offices of Bryant H. Byrnes June 1997 - June 2000
Skills
Vendor Management, UML, RUP, Process Engineering, Program Management, BPMN, HTML, SharePoint Designer, SharePoint, Visio, MS Project, Project Management, Business Analysis, CRM, SDLC, Software Documentation, Business Process, Databases, ERP, Requirements Gathering, Management
Education
San Jose State University 2002 — 2004
BS, Management Information Systems
Jason Woloszyn Jason Woloszyn's Fisher Investments Experience March 2015 - Present
Job Regional Vice President Fisher Investments
Industry Financial Services
Experience
Fisher Investments March 2015 - Present
Fidelity Investments August 2012 - Present
Wells Fargo Advisors January 2009 - August 2011
Vanguard November 2004 - January 2009
Education
Saint Bonaventure University 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Fisher Investments March 2015 - Present
Fidelity Investments August 2012 - Present
Wells Fargo Advisors January 2009 - August 2011
Vanguard November 2004 - January 2009
Education
Saint Bonaventure University 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Alex Burbach Alex Burbach's Fisher Investments Experience 2012 - 2013
Job Associate Business Analyst at Visa
Industry Financial Services
Experience
Visa July 2014 - Present
Visa June 2013 - September 2013
Fisher Investments 2012 - 2013
Skills
Access, Microsoft Excel, Data Analysis, Financial Analysis, PowerPoint, Market Research, Software QA and User..., Statistical Analysis, Data Mining, Microsoft Office, Financial Modeling, Analytics
Education
Santa Clara University 2010 — 2014
BS, Finance and Economics
Sacred Heart Preparatory 2006 — 2010
Visa July 2014 - Present
Visa June 2013 - September 2013
Fisher Investments 2012 - 2013
Skills
Access, Microsoft Excel, Data Analysis, Financial Analysis, PowerPoint, Market Research, Software QA and User..., Statistical Analysis, Data Mining, Microsoft Office, Financial Modeling, Analytics
Education
Santa Clara University 2010 — 2014
BS, Finance and Economics
Sacred Heart Preparatory 2006 — 2010
April Valdivia April Valdivia's Fisher Investments Experience June 2005 - March 2007
Job Registered Client Service Associate Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
Charles Schwab June 2011 - June 2014
Charles Schwab & Co March 2007 - April 2011
Charles Schwab & Co March 2009 - September 2009
Fisher Investments June 2005 - March 2007
Round Hill Securities March 2003 - June 2005
Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Equities, FINRA, Series 65, Financial Services, Alternative Investments, Asset Allocation, Asset Management, Finance, Investment Advisory, Microsoft Office, Retirement Planning, Risk Management, Series 24, Wealth Management
Education
San Francisco State University 2000 — 2003
Bachelor of Arts (B.A.), Spanish Language and Literature
San Francisco State University
B.A, Spanish
Morgan Stanley Wealth Management June 2014 - Present
Charles Schwab June 2011 - June 2014
Charles Schwab & Co March 2007 - April 2011
Charles Schwab & Co March 2009 - September 2009
Fisher Investments June 2005 - March 2007
Round Hill Securities March 2003 - June 2005
Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Equities, FINRA, Series 65, Financial Services, Alternative Investments, Asset Allocation, Asset Management, Finance, Investment Advisory, Microsoft Office, Retirement Planning, Risk Management, Series 24, Wealth Management
Education
San Francisco State University 2000 — 2003
Bachelor of Arts (B.A.), Spanish Language and Literature
San Francisco State University
B.A, Spanish
Garrett Kray Garrett Kray's Fisher Investments Experience February 2011 - August 2013
Job Sales Development at VIZRU
Industry Computer Software
Experience
Vizru, Inc. September 2015 - Present
VMware August 2013 - September 2015
Fisher Investments February 2011 - August 2013
Skills
Customer Service, Microsoft Office, Government, Public Speaking, Research
Education
San Francisco State University 2012 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Vizru, Inc. September 2015 - Present
VMware August 2013 - September 2015
Fisher Investments February 2011 - August 2013
Skills
Customer Service, Microsoft Office, Government, Public Speaking, Research
Education
San Francisco State University 2012 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Tony Barbieri's Fisher Investments Experience November 2013 - May 2014
Job Research Intern at Cushman & Wakefield
Industry Financial Services
Experience
Cushman & Wakefield April 2015 - Present
Fisher Investments November 2013 - May 2014
Mary's Pizza Shack December 2011 - July 2012
Skills
Leadership, Team Leadership, Microsoft Excel, Microsoft Office, Teamwork, CRM, PowerPoint, Communication, Commercial Real Estate, Customer Retention, Cash Register, Cold Calling, Commercial Real Estate..., Database Administration, Research, Databases, Cash Handling, Fundraising, Access, Data Entry, Customer Service, Cash Handling Experience, Inventory Management, Social Media
Education
San Francisco State University 2012 — 2015
Bachelor’s Degree, Finance
Santa Rosa Junior College 2009 — 2012
Social and Behavioral Sciences
Cushman & Wakefield April 2015 - Present
Fisher Investments November 2013 - May 2014
Mary's Pizza Shack December 2011 - July 2012
Skills
Leadership, Team Leadership, Microsoft Excel, Microsoft Office, Teamwork, CRM, PowerPoint, Communication, Commercial Real Estate, Customer Retention, Cash Register, Cold Calling, Commercial Real Estate..., Database Administration, Research, Databases, Cash Handling, Fundraising, Access, Data Entry, Customer Service, Cash Handling Experience, Inventory Management, Social Media
Education
San Francisco State University 2012 — 2015
Bachelor’s Degree, Finance
Santa Rosa Junior College 2009 — 2012
Social and Behavioral Sciences
Joy Zumot Joy Zumot's Fisher Investments Experience December 2014 - Present
Job Marketing Program Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments December 2014 - Present
Fisher Investments February 2013 - September 2013
Fisher Investments September 2012 - February 2013
Fisher Investments August 2011 - August 2012
Fisher Investments February 2010 - August 2011
Skills
Client Services, Customer Service, Investments, Leadership, Marketing, Microsoft Office, Microsoft Word, Team Management, PowerPoint
Education
San Francisco State University 2008 — 2010
B.A., Communications
Mills High
Fisher Investments December 2014 - Present
Fisher Investments February 2013 - September 2013
Fisher Investments September 2012 - February 2013
Fisher Investments August 2011 - August 2012
Fisher Investments February 2010 - August 2011
Skills
Client Services, Customer Service, Investments, Leadership, Marketing, Microsoft Office, Microsoft Word, Team Management, PowerPoint
Education
San Francisco State University 2008 — 2010
B.A., Communications
Mills High
Andrea Bott Andrea Bott's Fisher Investments Experience October 2014 - Present
Job Associate Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments October 2014 - Present
Fisher Investments July 2013 - October 2014
Reading Partners August 2012 - July 2013
Skills
Event Planning, Facebook, Social Media, PowerPoint, Public Speaking, Social Networking, Customer Service, Microsoft Excel, Public Relations, Microsoft Word, Microsoft Office, Social Media Marketing, Event Management, Time Management, Fundraising, Salesforce.com, Community Outreach, Volunteer Management
Education
San Jose State University 2008 — 2012
BS, Health Science
Fisher Investments October 2014 - Present
Fisher Investments July 2013 - October 2014
Reading Partners August 2012 - July 2013
Skills
Event Planning, Facebook, Social Media, PowerPoint, Public Speaking, Social Networking, Customer Service, Microsoft Excel, Public Relations, Microsoft Word, Microsoft Office, Social Media Marketing, Event Management, Time Management, Fundraising, Salesforce.com, Community Outreach, Volunteer Management
Education
San Jose State University 2008 — 2012
BS, Health Science
Ryan Lam's Fisher Investments Experience July 2013 - December 2013
Job Financial Services Representative, Penn Mutual Life Insurance Company
Industry Financial Services
Experience
Penn Mutual June 2015 - Present
Ryan Lam Photography January 2011 - Present
Somerset Insurance Solutions, Inc. October 2013 - June 2015
Fisher Investments July 2013 - December 2013
MassMutual Financial Group May 2011 - July 2013
Skills
PowerPoint, Retirement Planning, Microsoft Excel, Microsoft Office, Sales, Photography, Microsoft Word, Event Management, Social Media, Social Media Marketing, Photoshop, Wedding Photojournalism, Wedding Photography, Advertising, Business Development, Marketing, Customer Service, Social Networking, Insurance, Adobe Creative Suite, Digital Photography, WordPress, SEO, Lightroom, New Business Development, Facebook, Account Management, Time Management, Salesforce.com, Event Planning
Education
San Jose State University 2009 — 2013
Bachelor of Science (BS), Business Marketing, Minor - Economics
Penn Mutual June 2015 - Present
Ryan Lam Photography January 2011 - Present
Somerset Insurance Solutions, Inc. October 2013 - June 2015
Fisher Investments July 2013 - December 2013
MassMutual Financial Group May 2011 - July 2013
Skills
PowerPoint, Retirement Planning, Microsoft Excel, Microsoft Office, Sales, Photography, Microsoft Word, Event Management, Social Media, Social Media Marketing, Photoshop, Wedding Photojournalism, Wedding Photography, Advertising, Business Development, Marketing, Customer Service, Social Networking, Insurance, Adobe Creative Suite, Digital Photography, WordPress, SEO, Lightroom, New Business Development, Facebook, Account Management, Time Management, Salesforce.com, Event Planning
Education
San Jose State University 2009 — 2013
Bachelor of Science (BS), Business Marketing, Minor - Economics
Evelyn Chea's Fisher Investments Experience August 2007 - May 2012
Job Content Marketing at Anaplan
Industry Information Technology and Services
Experience
Anaplan May 2015 - Present
Drooms October 2014 - April 2015
Wilson Sonsini Goodrich & Rosati January 2013 - September 2014
Franklin Templeton Investments June 2012 - December 2012
Fisher Investments August 2007 - May 2012
Wells Fargo November 2003 - January 2005
Skills
Editing, Corporate Communications, Press Releases, Marketing Communications, Internal Communications, Writing, Blogging, Speaks Cantonese..., Marketing, Management, Journalism, Copy Editing, German, Publishing, SEO, Research, Adobe Illustrator -..., Social Networking, Web Content, Social Media
Education
San Francisco State University
Bachelor of Arts
Lowell
Anaplan May 2015 - Present
Drooms October 2014 - April 2015
Wilson Sonsini Goodrich & Rosati January 2013 - September 2014
Franklin Templeton Investments June 2012 - December 2012
Fisher Investments August 2007 - May 2012
Wells Fargo November 2003 - January 2005
Skills
Editing, Corporate Communications, Press Releases, Marketing Communications, Internal Communications, Writing, Blogging, Speaks Cantonese..., Marketing, Management, Journalism, Copy Editing, German, Publishing, SEO, Research, Adobe Illustrator -..., Social Networking, Web Content, Social Media
Education
San Francisco State University
Bachelor of Arts
Lowell
Sara Rubenstein Sara Rubenstein's Fisher Investments Experience January 2015 - Present
Job Recruiting Staff Coordinator at Fisher Investments
Industry Consumer Services
Experience
Fisher Investments January 2015 - Present
Carnegie Mellon University June 2014 - September 2014
San Jose State University July 2013 - May 2014
Starbucks January 2013 - May 2014
Pro Image Studios June 2012 - September 2013
Skills
Time Management, Leadership, Group Work, Facebook, Management, Independence, Writing, Office Administration, Microsoft Office, Teamwork, Customer Service, Oral and Written Skills, Interpersonal Skills
Education
San Jose State University 2009 — 2014
Bachelor of Arts (BA), Communication and Media Studies
University of Central Lancashire 2010 — 2011
Sunnyslope High School
Fisher Investments January 2015 - Present
Carnegie Mellon University June 2014 - September 2014
San Jose State University July 2013 - May 2014
Starbucks January 2013 - May 2014
Pro Image Studios June 2012 - September 2013
Skills
Time Management, Leadership, Group Work, Facebook, Management, Independence, Writing, Office Administration, Microsoft Office, Teamwork, Customer Service, Oral and Written Skills, Interpersonal Skills
Education
San Jose State University 2009 — 2014
Bachelor of Arts (BA), Communication and Media Studies
University of Central Lancashire 2010 — 2011
Sunnyslope High School
Dan Stampf Dan Stampf's Fisher Investments Experience August 2011 - August 2012
Job Senior Vice President and Director of Advisory Service
Industry Financial Services
Experience
Personal Capital August 2012 - Present
Fisher Investments August 2011 - August 2012
Fisher Investments May 2010 - August 2011
Fisher Investments March 2007 - May 2010
Fisher Investments February 2006 - March 2007
Fisher Investments April 2004 - February 2006
Affirmed Financial Management October 2000 - January 2004
Pimlott Financial July 1996 - October 2000
Glendale Federal Bank October 1995 - July 1996
Skills
Portfolio Management, Investments, Financial Services, Wealth Management, Finance, Equities, Management, Capital Markets, Investment Strategies, Asset Allocation, Analytics, Financial Analysis, Sales, Automotive, Auto Racing, Road Racing, Driving Performance, Automotive Restoration, Retirement Planning, Corporate Finance, Investment Management, Analysis, Lead Generation, Defensive Driving, Automotive Products, New Business Development, Insurance, Direct Marketing, Project Management, Motorsports Marketing, Series 65, Racing, Motorsports, Asset Management, Sponsorship, Investment Advisory, Marketing Strategy, Event Planning, Event Management, Recruiting, Business Development, Sponsorship Sales, Program Management, Budgets
Education
San Jose State University 1996 — 2002
Bachelor of Science (B.S.), Business Administration and Finance
Jim Russell Racing Drivers School 1995 — 1995
N/A, Techniques of Racing
The Art of Road Racing
Racecraft
Personal Capital August 2012 - Present
Fisher Investments August 2011 - August 2012
Fisher Investments May 2010 - August 2011
Fisher Investments March 2007 - May 2010
Fisher Investments February 2006 - March 2007
Fisher Investments April 2004 - February 2006
Affirmed Financial Management October 2000 - January 2004
Pimlott Financial July 1996 - October 2000
Glendale Federal Bank October 1995 - July 1996
Skills
Portfolio Management, Investments, Financial Services, Wealth Management, Finance, Equities, Management, Capital Markets, Investment Strategies, Asset Allocation, Analytics, Financial Analysis, Sales, Automotive, Auto Racing, Road Racing, Driving Performance, Automotive Restoration, Retirement Planning, Corporate Finance, Investment Management, Analysis, Lead Generation, Defensive Driving, Automotive Products, New Business Development, Insurance, Direct Marketing, Project Management, Motorsports Marketing, Series 65, Racing, Motorsports, Asset Management, Sponsorship, Investment Advisory, Marketing Strategy, Event Planning, Event Management, Recruiting, Business Development, Sponsorship Sales, Program Management, Budgets
Education
San Jose State University 1996 — 2002
Bachelor of Science (B.S.), Business Administration and Finance
Jim Russell Racing Drivers School 1995 — 1995
N/A, Techniques of Racing
The Art of Road Racing
Racecraft
James Armfield James Armfield's Fisher Investments Experience January 2012 - June 2012
Job Account Manager at Fetch
Industry Marketing and Advertising
Experience
Fetch May 2015 - Present
Fiksu May 2014 - April 2015
CyberAgent - Team CyberZ USA May 2013 - March 2014
CyberAgent - Team AMoAd International February 2013 - April 2013
CyberAgent - Team AMoAd International January 2013 - February 2013
CyberAgent - Team CyberAgent America July 2012 - January 2013
Fisher Investments January 2012 - June 2012
Fisher Investments June 2010 - December 2011
Fisher Investments September 2005 - June 2010
Silver Lake Band Camp August 2002 - August 2009
Skills
Social Media, Sales, Training, Public Speaking, Editing, Social Media Marketing, Digital Marketing, Online Advertising, Marketing, Market Research, Account Management, Customer Service, Retail, Event Planning, Event Management, Social Games, SEO, New Business Development, Networking, Mobile Marketing, Mobile Advertising, Social Networking, Advertising, Marketing Strategy, Management, Leadership, Mobile Devices, Public Relations, Online Marketing, Time Management, Start-ups, Mobile Applications, Email Marketing, Product Marketing, Digital Media, Entrepreneurship, Web Analytics, Google Adwords, Lead Generation, Business Development, Ad Tech
Education
San Francisco State University, College of Business 2005 — 2009
Bachelor's degree, Marketing
Fetch May 2015 - Present
Fiksu May 2014 - April 2015
CyberAgent - Team CyberZ USA May 2013 - March 2014
CyberAgent - Team AMoAd International February 2013 - April 2013
CyberAgent - Team AMoAd International January 2013 - February 2013
CyberAgent - Team CyberAgent America July 2012 - January 2013
Fisher Investments January 2012 - June 2012
Fisher Investments June 2010 - December 2011
Fisher Investments September 2005 - June 2010
Silver Lake Band Camp August 2002 - August 2009
Skills
Social Media, Sales, Training, Public Speaking, Editing, Social Media Marketing, Digital Marketing, Online Advertising, Marketing, Market Research, Account Management, Customer Service, Retail, Event Planning, Event Management, Social Games, SEO, New Business Development, Networking, Mobile Marketing, Mobile Advertising, Social Networking, Advertising, Marketing Strategy, Management, Leadership, Mobile Devices, Public Relations, Online Marketing, Time Management, Start-ups, Mobile Applications, Email Marketing, Product Marketing, Digital Media, Entrepreneurship, Web Analytics, Google Adwords, Lead Generation, Business Development, Ad Tech
Education
San Francisco State University, College of Business 2005 — 2009
Bachelor's degree, Marketing
Johnny Travis's Fisher Investments Experience June 2010 - August 2012
Job Cofounder/Head of Marketing at FAZE Apparel
Industry Apparel & Fashion
Experience
FAZE Apparel, LLC December 2007 - Present
Fisher Investments June 2010 - August 2012
Fisher Investments January 2008 - June 2010
Bank of America January 2003 - November 2007
City of Brisbane October 2001 - January 2003
Skills
Management, Team Leadership, Start-ups, Entrepreneurship, Bootstrapping, Finance, Public Speaking, Networking, Social Media Marketing, Online Marketing, Email Marketing, QuickBooks, Trademarks, Retail Sales, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Youth Mentoring, Banking, Fashion Shows, Fashion Design, Trade Shows, Illustrator, Photoshop, Leadership
Education
San Francisco State University 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
FAZE Apparel, LLC December 2007 - Present
Fisher Investments June 2010 - August 2012
Fisher Investments January 2008 - June 2010
Bank of America January 2003 - November 2007
City of Brisbane October 2001 - January 2003
Skills
Management, Team Leadership, Start-ups, Entrepreneurship, Bootstrapping, Finance, Public Speaking, Networking, Social Media Marketing, Online Marketing, Email Marketing, QuickBooks, Trademarks, Retail Sales, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Youth Mentoring, Banking, Fashion Shows, Fashion Design, Trade Shows, Illustrator, Photoshop, Leadership
Education
San Francisco State University 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Charles Dornbush, CFA Charles Dornbush, CFA's Fisher Investments Experience 2013 - Present
Job Trader at Fisher Investments
Industry Investment Management
Experience
Fisher Investments 2013 - Present
Fisher Investments 2012 - 2013
Orfalea College of Business 2011 - 2012
Sherwin-Williams 2010 - 2010
Lodi Parks & Recreation 2006 - 2009
Skills
Chartered Financial..., Equity Trading, Market Structure, Electronic Trading, FX Trading, Eze Castle, Bloomberg, Excel, Access, Performance Attribution, Quantitative Risk...
Education
California Polytechnic State University 2011 — 2012
Master of Business Administration (M.B.A.), 3.6
California Polytechnic State University 2009 — 2011
Bachelor of Science (B.S.), Economics, Concentration in Financial Management, 3.5
San Joaquin Delta College 2008 — 2009
3.8
Fisher Investments 2013 - Present
Fisher Investments 2012 - 2013
Orfalea College of Business 2011 - 2012
Sherwin-Williams 2010 - 2010
Lodi Parks & Recreation 2006 - 2009
Skills
Chartered Financial..., Equity Trading, Market Structure, Electronic Trading, FX Trading, Eze Castle, Bloomberg, Excel, Access, Performance Attribution, Quantitative Risk...
Education
California Polytechnic State University 2011 — 2012
Master of Business Administration (M.B.A.), 3.6
California Polytechnic State University 2009 — 2011
Bachelor of Science (B.S.), Economics, Concentration in Financial Management, 3.5
San Joaquin Delta College 2008 — 2009
3.8
Bruce Sivilay Bruce Sivilay's Fisher Investments Experience January 2015 - July 2015
Job Real Estate Analyst at Duff & Phelps
Industry Commercial Real Estate
Experience
Duff & Phelps July 2015 - Present
Fisher Investments January 2015 - July 2015
Financial Analysis & Management Education (FAME) at San Francisco State University August 2014 - June 2015
NAI Northern California August 2014 - December 2014
Office of International Programs at San Francisco State University August 2014 - December 2014
Wells Fargo July 2013 - January 2014
Skills
Finance, Real Estate, Microsoft Excel, Microsoft Word, PowerPoint, Banking, Teamwork, Due Diligence, Working knowledge of...
Education
San Francisco State University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance with Certificate in Commercial Real Estate
American Business School Paris 2014 — 2014
Finance, International Economics
Duff & Phelps July 2015 - Present
Fisher Investments January 2015 - July 2015
Financial Analysis & Management Education (FAME) at San Francisco State University August 2014 - June 2015
NAI Northern California August 2014 - December 2014
Office of International Programs at San Francisco State University August 2014 - December 2014
Wells Fargo July 2013 - January 2014
Skills
Finance, Real Estate, Microsoft Excel, Microsoft Word, PowerPoint, Banking, Teamwork, Due Diligence, Working knowledge of...
Education
San Francisco State University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance with Certificate in Commercial Real Estate
American Business School Paris 2014 — 2014
Finance, International Economics
Jeff Helm Jeff Helm's Fisher Investments Experience 2005 - Present
Job Group Vice President
Industry Financial Services
Experience
Fisher Investments 2005 - Present
Fisher Investments 2001 - 2005
Fisher Investments 1998 - 2001
Skills
Asset Management, Asset Allocation, Investment Advisory, Equities, Financial Services, Wealth Management, Mutual Funds, Investments
Education
San Diego State University-California State University
Fisher Investments 2005 - Present
Fisher Investments 2001 - 2005
Fisher Investments 1998 - 2001
Skills
Asset Management, Asset Allocation, Investment Advisory, Equities, Financial Services, Wealth Management, Mutual Funds, Investments
Education
San Diego State University-California State University
Kris Piper Kris Piper's Fisher Investments Experience October 2009 - March 2012
Job Account Manager at Cisco
Industry Computer Software
Experience
Cisco August 2015 - Present
ThinkingPhones February 2015 - August 2015
Cisco October 2013 - February 2015
Cisco July 2013 - October 2013
Meraki, Inc. April 2012 - July 2013
Fisher Investments October 2009 - March 2012
Skills
Leadership, Solution Selling, Sales, Account Management, Cross-functional Team..., Direct Sales, Sales Process, Lead Generation, Sales Operations, Cold Calling, Enterprise Software, Sales Presentations, Strategic Partnerships, Channel Partners, CRM, Selling, SaaS
Education
San Diego State University-California State University 2005 — 2009
Bachelor's degree, Political Science and Government
Cisco August 2015 - Present
ThinkingPhones February 2015 - August 2015
Cisco October 2013 - February 2015
Cisco July 2013 - October 2013
Meraki, Inc. April 2012 - July 2013
Fisher Investments October 2009 - March 2012
Skills
Leadership, Solution Selling, Sales, Account Management, Cross-functional Team..., Direct Sales, Sales Process, Lead Generation, Sales Operations, Cold Calling, Enterprise Software, Sales Presentations, Strategic Partnerships, Channel Partners, CRM, Selling, SaaS
Education
San Diego State University-California State University 2005 — 2009
Bachelor's degree, Political Science and Government
James Thivierge's Fisher Investments Experience May 2013 - August 2014
Job Global Product Release Coordinator at Electronic Arts (EA)
Industry Music
Experience
Electronic Arts (EA) August 2015 - Present
Electronic Arts (EA) May 2015 - August 2015
Edenspeak Publishing August 2014 - May 2015
Starbucks December 2012 - January 2015
Fisher Investments May 2013 - August 2014
GameStop March 2011 - January 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Public Speaking, Time Management, Facebook, Event Planning, Data Entry, Access, Research, Social Media, English, Windows
Education
San Jose State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Management Concentration
Electronic Arts (EA) August 2015 - Present
Electronic Arts (EA) May 2015 - August 2015
Edenspeak Publishing August 2014 - May 2015
Starbucks December 2012 - January 2015
Fisher Investments May 2013 - August 2014
GameStop March 2011 - January 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Public Speaking, Time Management, Facebook, Event Planning, Data Entry, Access, Research, Social Media, English, Windows
Education
San Jose State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Management Concentration
Jay J. Lee, CPA's Fisher Investments Experience 2004 - 2005
Job Certified Public Accountant at Sensiba San Filippo LLP
Industry Accounting
Experience
Sensiba San Filippo LLP November 2014 - Present
Sensiba San Filippo LLP November 2013 - November 2014
Sensiba San Filippo, LLP November 2009 - November 2013
Leadership Fremont 2009 - 2010
Sensiba San Filippo, LLP September 2008 - November 2009
Phihong USA Corporation 2007 - 2008
SFSU VITA 2006 - 2007
Fisher Investments 2004 - 2005
Skills
Accounting, Tax, Corporate Tax, Income Tax, QuickBooks, Tax Preparation, Tax Compliance, Aquascaping, Account Reconciliation, CPA, Auditing, Finance, Financial Analysis, Partnership Taxation, Tax Accounting, Tax Advisory, Tax Research
Education
San Jose State University 2010 — 2012
MS, Taxation
San Francisco State University 2002 — 2007
BS, BA, Accounting, International Business, Asian American Studies
Mission San Jose 1998 — 2002
Sensiba San Filippo LLP November 2014 - Present
Sensiba San Filippo LLP November 2013 - November 2014
Sensiba San Filippo, LLP November 2009 - November 2013
Leadership Fremont 2009 - 2010
Sensiba San Filippo, LLP September 2008 - November 2009
Phihong USA Corporation 2007 - 2008
SFSU VITA 2006 - 2007
Fisher Investments 2004 - 2005
Skills
Accounting, Tax, Corporate Tax, Income Tax, QuickBooks, Tax Preparation, Tax Compliance, Aquascaping, Account Reconciliation, CPA, Auditing, Finance, Financial Analysis, Partnership Taxation, Tax Accounting, Tax Advisory, Tax Research
Education
San Jose State University 2010 — 2012
MS, Taxation
San Francisco State University 2002 — 2007
BS, BA, Accounting, International Business, Asian American Studies
Mission San Jose 1998 — 2002
Jeremy Dills Jeremy Dills's Fisher Investments Experience July 2014 - Present
Job Request for Proposal (RFP) Associate at Fisher Investments
Industry Nonprofit Organization Management
Experience
Fisher Investments July 2014 - Present
Fisher Investments February 2013 - July 2014
P.F. Chang's China Bistro March 2010 - February 2013
Sigma Chi Fraternity May 2011 - May 2012
SEMI 2012 - 2012
Sigma Chi Fraternity December 2010 - May 2011
Skills
Management, Event Planning, Microsoft Office, PowerPoint, Social Networking, Time Management, Public Speaking, Social Media, Microsoft Excel, Facebook, Microsoft Word, Strategic Planning, Leadership Skills, Customer Service, Fundraising, Research, Public Relations, Event Management
Education
San Jose State University 2008 — 2012
B.A., POLITICAL SCIENCE
Fisher Investments July 2014 - Present
Fisher Investments February 2013 - July 2014
P.F. Chang's China Bistro March 2010 - February 2013
Sigma Chi Fraternity May 2011 - May 2012
SEMI 2012 - 2012
Sigma Chi Fraternity December 2010 - May 2011
Skills
Management, Event Planning, Microsoft Office, PowerPoint, Social Networking, Time Management, Public Speaking, Social Media, Microsoft Excel, Facebook, Microsoft Word, Strategic Planning, Leadership Skills, Customer Service, Fundraising, Research, Public Relations, Event Management
Education
San Jose State University 2008 — 2012
B.A., POLITICAL SCIENCE
Ryan Yee Ryan Yee's Fisher Investments Experience May 2013 - May 2014
Job Senior Vice President at Financial Analysis & Management Education (FAME) at San Francisco State University
Industry
Experience
Financial Analysis & Management Education (FAME) at San Francisco State University January 2015 - Present
SYA Management May 2006 - Present
Financial Analysis & Management Education (FAME) May 2014 - January 2015
Fisher Investments May 2013 - May 2014
2014 CFA Institute Research Challenge November 2013 - February 2014
Skills
Networking, Close Attention to..., PowerPoint, Sales, Teamwork, Property, Financial Analysis, Microsoft Office, Account Reconciliation, Commercial Real Estate, Invoicing, Financial Statements, Public Speaking, Corporate Finance, Access
Education
San Francisco State University 2010 — 2015
Financial Analysis & Management Education (FAME) at San Francisco State University January 2015 - Present
SYA Management May 2006 - Present
Financial Analysis & Management Education (FAME) May 2014 - January 2015
Fisher Investments May 2013 - May 2014
2014 CFA Institute Research Challenge November 2013 - February 2014
Skills
Networking, Close Attention to..., PowerPoint, Sales, Teamwork, Property, Financial Analysis, Microsoft Office, Account Reconciliation, Commercial Real Estate, Invoicing, Financial Statements, Public Speaking, Corporate Finance, Access
Education
San Francisco State University 2010 — 2015
Adam Nurmalik Adam Nurmalik's Fisher Investments Experience September 2005 - June 2006
Job Accounts Receivable Accountant at Jawbone
Industry Accounting
Experience
Jawbone December 2014 - Present
Jawbone September 2013 - November 2014
Bracket August 2012 - September 2013
Odwalla January 2012 - August 2012
Les Concierges September 2011 - December 2011
O'Melveny & Myers LLP September 2009 - August 2011
Equilar January 2007 - September 2009
Electronic Arts August 2006 - December 2006
Electronic Arts June 2006 - August 2006
Fisher Investments September 2005 - June 2006
Skills
Oracle, Microsoft Office, Elite, Salesforce.com, Windows, Windows 7, QuickBooks, Accounting, Accounts Receivable, Invoicing, Accruals, Microsoft Excel, Microsoft Word, PowerPoint, Accounts Payable, Great Plains Software, Outlook, Financial Statements, GAAP, Account Management, Budgets
Education
San Francisco State University, College of Business 2005 — 2009
Bachelor's of Science, Accounting
Jawbone December 2014 - Present
Jawbone September 2013 - November 2014
Bracket August 2012 - September 2013
Odwalla January 2012 - August 2012
Les Concierges September 2011 - December 2011
O'Melveny & Myers LLP September 2009 - August 2011
Equilar January 2007 - September 2009
Electronic Arts August 2006 - December 2006
Electronic Arts June 2006 - August 2006
Fisher Investments September 2005 - June 2006
Skills
Oracle, Microsoft Office, Elite, Salesforce.com, Windows, Windows 7, QuickBooks, Accounting, Accounts Receivable, Invoicing, Accruals, Microsoft Excel, Microsoft Word, PowerPoint, Accounts Payable, Great Plains Software, Outlook, Financial Statements, GAAP, Account Management, Budgets
Education
San Francisco State University, College of Business 2005 — 2009
Bachelor's of Science, Accounting
Andrew Cordisco Andrew Cordisco's Fisher Investments Experience February 2013 - August 2015
Job Sales Development Representative at Zendesk
Industry Financial Services
Experience
Zendesk August 2015 - Present
Fisher Investments February 2013 - August 2015
Sysco June 2010 - February 2013
Gallo Sales Company September 2008 - June 2010
Casa Orinda March 2005 - September 2008
Skills
Marketing, Customer Service, Microsoft Excel, Account Management, Strategy, Cold Calling, Sales Operations, CRM, Sales, Sales Management, Restaurants, Management, Microsoft Office, Social Media, PowerPoint, Leadership, Salesforce.com, Social Networking, Microsoft Word
Education
Saint Mary's College of California 2004 — 2008
Bachelor of, Economics and Business Administration
Zendesk August 2015 - Present
Fisher Investments February 2013 - August 2015
Sysco June 2010 - February 2013
Gallo Sales Company September 2008 - June 2010
Casa Orinda March 2005 - September 2008
Skills
Marketing, Customer Service, Microsoft Excel, Account Management, Strategy, Cold Calling, Sales Operations, CRM, Sales, Sales Management, Restaurants, Management, Microsoft Office, Social Media, PowerPoint, Leadership, Salesforce.com, Social Networking, Microsoft Word
Education
Saint Mary's College of California 2004 — 2008
Bachelor of, Economics and Business Administration
Lisa Jaureguy Lisa Jaureguy's Fisher Investments Experience January 2013 - January 2015
Job Social Worker
Industry Individual & Family Services
Experience
City and County of San Francisco - Human Services Agency January 2015 - Present
Fisher Investments January 2013 - January 2015
Oshman Family JCC October 2011 - September 2012
Oshman Family JCC October 2010 - October 2011
Oshman Family JCC May 2010 - August 2010
Turlock Unified School District September 2009 - June 2010
Education Project for Homeless Youth September 2008 - July 2009
Baby Builders, Inc October 2006 - December 2007
Stonestown YMCA April 2004 - December 2007
San Francisco Public Defender, Juvenile Court September 2005 - May 2006
Skills
Social Services, Child Development, Crisis Intervention, Adults, Program Development, Mental Health Counseling, Training, Spanish, Community Outreach, Volunteer Management, Nonprofits
Education
University of Michigan 2008 — 2009
MSW, Social Work, Children and Youth
San Francisco State University 2002 — 2006
BASW, Social Work
City and County of San Francisco - Human Services Agency January 2015 - Present
Fisher Investments January 2013 - January 2015
Oshman Family JCC October 2011 - September 2012
Oshman Family JCC October 2010 - October 2011
Oshman Family JCC May 2010 - August 2010
Turlock Unified School District September 2009 - June 2010
Education Project for Homeless Youth September 2008 - July 2009
Baby Builders, Inc October 2006 - December 2007
Stonestown YMCA April 2004 - December 2007
San Francisco Public Defender, Juvenile Court September 2005 - May 2006
Skills
Social Services, Child Development, Crisis Intervention, Adults, Program Development, Mental Health Counseling, Training, Spanish, Community Outreach, Volunteer Management, Nonprofits
Education
University of Michigan 2008 — 2009
MSW, Social Work, Children and Youth
San Francisco State University 2002 — 2006
BASW, Social Work
Tate Ditto Tate Ditto's Fisher Investments Experience February 2014 - Present
Job Portfolio Analytics Associate at Fisher Investments
Industry Investment Management
Experience
Fisher Investments February 2014 - Present
Fisher Investments June 2012 - February 2014
Glass, Lewis & Co. February 2012 - June 2012
BJ's Restaurants, Inc. April 2010 - September 2011
Office of State Senator Joel Anderson May 2011 - August 2011
Old Navy June 2009 - August 2009
Starbucks Coffee May 2007 - August 2008
Safeway May 2006 - August 2006
Five Star Catering May 2005 - May 2005
Skills
Microsoft Office, Quickbooks, Corporate Governance, QuickBooks, Customer Service, Leadership, Time Management, Teamwork
Education
San Diego State University-California State University 2008 — 2011
BA, Major: Political Science Minor: International Economics
Amador Valley High School 2005 — 2008
Fisher Investments February 2014 - Present
Fisher Investments June 2012 - February 2014
Glass, Lewis & Co. February 2012 - June 2012
BJ's Restaurants, Inc. April 2010 - September 2011
Office of State Senator Joel Anderson May 2011 - August 2011
Old Navy June 2009 - August 2009
Starbucks Coffee May 2007 - August 2008
Safeway May 2006 - August 2006
Five Star Catering May 2005 - May 2005
Skills
Microsoft Office, Quickbooks, Corporate Governance, QuickBooks, Customer Service, Leadership, Time Management, Teamwork
Education
San Diego State University-California State University 2008 — 2011
BA, Major: Political Science Minor: International Economics
Amador Valley High School 2005 — 2008
Ann Win Ann Win's Fisher Investments Experience February 2008 - October 2011
Job Software Engineer at Ask Partner Network (APN, LLC)
Industry Internet
Experience
Ask Partner Network (APN, LLC) November 2011 - Present
Fisher Investments February 2008 - October 2011
Payment processing Inc June 2006 - November 2007
American Institutes for Research 2000 - 2006
Skills
XML, SQL, JavaScript, Microsoft SQL Server
Education
San Jose State University
BS, Computer Science
Ask Partner Network (APN, LLC) November 2011 - Present
Fisher Investments February 2008 - October 2011
Payment processing Inc June 2006 - November 2007
American Institutes for Research 2000 - 2006
Skills
XML, SQL, JavaScript, Microsoft SQL Server
Education
San Jose State University
BS, Computer Science
Ngoc Ho Ngoc Ho's Fisher Investments Experience September 2003 - June 2006
Job Grants Manager at Stanford University
Industry Higher Education
Experience
Stanford University January 2015 - June 2015
Carnegie Mellon Silicon Valley November 2014 - January 2015
Carnegie Mellon Silicon Valley August 2007 - October 2014
Fisher Investments September 2003 - June 2006
Living With Art March 1996 - July 2003
Skills
Microsoft Office, Grant Administration, Strategic Planning, Research Proposals, Business Process..., Customer Service, Facilities Management, Management, Event Management, Federal Grants..., Budget Forecasts, Process Improvement, Microsoft Excel
Education
San Jose State University 2001 — 2003
Bachelor of Science (B.S.), Business Administration, Concentration in Finance
Stanford University January 2015 - June 2015
Carnegie Mellon Silicon Valley November 2014 - January 2015
Carnegie Mellon Silicon Valley August 2007 - October 2014
Fisher Investments September 2003 - June 2006
Living With Art March 1996 - July 2003
Skills
Microsoft Office, Grant Administration, Strategic Planning, Research Proposals, Business Process..., Customer Service, Facilities Management, Management, Event Management, Federal Grants..., Budget Forecasts, Process Improvement, Microsoft Excel
Education
San Jose State University 2001 — 2003
Bachelor of Science (B.S.), Business Administration, Concentration in Finance
Ming (Sandra) Lei CPA Ming (Sandra) Lei CPA's Fisher Investments Experience March 2013 - July 2015
Job Accountant at Planet Labs
Industry Accounting
Experience
Planet Labs July 2015 - Present
Fisher Investments March 2013 - July 2015
Cypress Security October 2012 - March 2013
AlixPartners LLP October 2010 - September 2012
Etendx, Inc. May 2011 - February 2012
Just Awesome LLC August 2009 - December 2010
San Francisco Conservation Corp. August 2010 - October 2010
Louie & Pak LLP July 2008 - April 2009
H2cards 2006 - 2006
Skills
Auditing, Access, GAAP, Journal Entries, US GAAP, Account Reconciliation, Accounting, Microsoft Excel, Financial Statements, Monthly Closing, FCPA, OMB Circular A-133, Internal Controls, QuickBooks, CPA, Tax, External Audit, Forensic Analysis, Financial Reporting, Finance, Payroll, Financial Analysis, Concur, Microsoft Dynamics GP, NetSuite
Education
San Francisco State University 2006 — 2009
Master of Science in Businss Administration (MSBA), Accounting
Zhengzhou University 1997 — 2001
Bachelor of Arts, Business English
Planet Labs July 2015 - Present
Fisher Investments March 2013 - July 2015
Cypress Security October 2012 - March 2013
AlixPartners LLP October 2010 - September 2012
Etendx, Inc. May 2011 - February 2012
Just Awesome LLC August 2009 - December 2010
San Francisco Conservation Corp. August 2010 - October 2010
Louie & Pak LLP July 2008 - April 2009
H2cards 2006 - 2006
Skills
Auditing, Access, GAAP, Journal Entries, US GAAP, Account Reconciliation, Accounting, Microsoft Excel, Financial Statements, Monthly Closing, FCPA, OMB Circular A-133, Internal Controls, QuickBooks, CPA, Tax, External Audit, Forensic Analysis, Financial Reporting, Finance, Payroll, Financial Analysis, Concur, Microsoft Dynamics GP, NetSuite
Education
San Francisco State University 2006 — 2009
Master of Science in Businss Administration (MSBA), Accounting
Zhengzhou University 1997 — 2001
Bachelor of Arts, Business English
Adrian Hirt Adrian Hirt's Fisher Investments Experience May 2014 - January 2015
Job Helping marketers acquire new customers at scale through display advertising
Industry Internet
Experience
Quantcast July 2015 - Present
Fisher Investments May 2014 - January 2015
Swarm Mobile January 2014 - May 2014
BUSN 198 January 2014 - March 2014
Primary Color June 2013 - August 2013
de Saisset Museum of Art & History May 2013 - July 2013
Sigma Alpha Epsilon Fraternity January 2012 - April 2013
Scratch Baked Goods June 2012 - September 2012
Skills
PowerPoint, Microsoft Excel, Public Speaking, Social Media, Research, Microsoft Office, Microsoft Word, Higher Education, Salesforce.com, Sales, Cold Calling
Education
Santa Clara University 2011 — 2015
Bachelor's degree, Economics
Quantcast July 2015 - Present
Fisher Investments May 2014 - January 2015
Swarm Mobile January 2014 - May 2014
BUSN 198 January 2014 - March 2014
Primary Color June 2013 - August 2013
de Saisset Museum of Art & History May 2013 - July 2013
Sigma Alpha Epsilon Fraternity January 2012 - April 2013
Scratch Baked Goods June 2012 - September 2012
Skills
PowerPoint, Microsoft Excel, Public Speaking, Social Media, Research, Microsoft Office, Microsoft Word, Higher Education, Salesforce.com, Sales, Cold Calling
Education
Santa Clara University 2011 — 2015
Bachelor's degree, Economics
Katrina Kaypaghian's Fisher Investments Experience June 2014 - August 2014
Job Assurance Intern at EY
Industry
Experience
EY June 2015 - Present
Santa Clara University, Multi-Cultural Center September 2012 - Present
Fisher Investments June 2014 - August 2014
Arabians West Equestrian Facility May 2012 - September 2012
The Pampered Chef January 2012 - June 2012
Education
Santa Clara University 2012 — 2016
Bachelor of Science (B.S.)
EY June 2015 - Present
Santa Clara University, Multi-Cultural Center September 2012 - Present
Fisher Investments June 2014 - August 2014
Arabians West Equestrian Facility May 2012 - September 2012
The Pampered Chef January 2012 - June 2012
Education
Santa Clara University 2012 — 2016
Bachelor of Science (B.S.)
Jason Fross Jason Fross's Fisher Investments Experience June 1998 - October 2004
Job President at Franks Janitorial Service Inc.
Industry Facilities Services
Experience
Franks Janitorial Service Inc. October 2004 - Present
Fisher Investments June 1998 - October 2004
Morgan Stanley Investment Management January 1998 - June 1998
Skills
Asset Management, Sales Management, Strategic Planning, New Business Development, Asset Managment, Investments, Forecasting, Start-ups, Negotiation, Strategic Financial..., Contract Negotiation, Business Strategy, Financial Analysis, Budgets, Mergers & Acquisitions, Business Planning, Finance, Selling, Strategy, Leadership
Education
San Francisco State University, College of Business 1996 — 1999
Bachelors, International Business/ Finance
Franks Janitorial Service Inc. October 2004 - Present
Fisher Investments June 1998 - October 2004
Morgan Stanley Investment Management January 1998 - June 1998
Skills
Asset Management, Sales Management, Strategic Planning, New Business Development, Asset Managment, Investments, Forecasting, Start-ups, Negotiation, Strategic Financial..., Contract Negotiation, Business Strategy, Financial Analysis, Budgets, Mergers & Acquisitions, Business Planning, Finance, Selling, Strategy, Leadership
Education
San Francisco State University, College of Business 1996 — 1999
Bachelors, International Business/ Finance
Nasar Massis's Fisher Investments Experience July 2006 - March 2007
Job
Industry Computer Hardware
Experience
Salesforce June 2014 - Present
Hitachi Data Systems June 2009 - May 2014
Barclays Global Investors April 2007 - June 2009
Fisher Investments July 2006 - March 2007
Franklin Templeton September 1993 - June 2006
Strohl Systems 1998 - 2006
Franklin Templeton Investments 1993 - 2006
Skills
Business Continuity, Disaster Recovery, Risk Management, Crisis Management, Emergency Management, Data Center, Risk Assessment, CBCP, Business Resilience, Exercises, Program Management, Vendor Management, Contingency Planning, Testing, SharePoint, Risk Analysis, Visio, BS25999, Process Improvement, Project Management, Management, Business Impact Analysis, Business Process..., Business Continuity..., IT Service Management, Incident Management, Infrastructure, Information Security..., Governance, ITIL, Information Security, Security, IT Management, Information Technology, Strategy, IT Operations, Solution Architecture, Enterprise Risk..., IT Audit, IT Strategy, Operational Risk..., COBIT, SDLC, Project Portfolio..., Professional Services, PMP, CISA, Business Process, Security Audits, ISO 27001
Education
San Francisco State University 1988 — 1990
BS
Salesforce June 2014 - Present
Hitachi Data Systems June 2009 - May 2014
Barclays Global Investors April 2007 - June 2009
Fisher Investments July 2006 - March 2007
Franklin Templeton September 1993 - June 2006
Strohl Systems 1998 - 2006
Franklin Templeton Investments 1993 - 2006
Skills
Business Continuity, Disaster Recovery, Risk Management, Crisis Management, Emergency Management, Data Center, Risk Assessment, CBCP, Business Resilience, Exercises, Program Management, Vendor Management, Contingency Planning, Testing, SharePoint, Risk Analysis, Visio, BS25999, Process Improvement, Project Management, Management, Business Impact Analysis, Business Process..., Business Continuity..., IT Service Management, Incident Management, Infrastructure, Information Security..., Governance, ITIL, Information Security, Security, IT Management, Information Technology, Strategy, IT Operations, Solution Architecture, Enterprise Risk..., IT Audit, IT Strategy, Operational Risk..., COBIT, SDLC, Project Portfolio..., Professional Services, PMP, CISA, Business Process, Security Audits, ISO 27001
Education
San Francisco State University 1988 — 1990
BS
Angela Reeves's Fisher Investments Experience March 2001 - December 2005
Job Partner at Right Executive Search
Industry Staffing and Recruiting
Experience
Right Executive Search, LLC June 2010 - Present
CTR Professional Group October 2009 - June 2010
HIREground Executive Search, LLC March 2008 - October 2009
KTP Executive Search 2007 - April 2008
Seton Smoke Capital Management 2006 - 2006
Fisher Investments March 2001 - December 2005
CIBC Oppenheimer April 1997 - March 2001
Morgan Stanley April 1994 - April 1997
Education
San Francisco State University
BS, Business / Finance
University of San Francisco
MBA, Business / Finance
Right Executive Search, LLC June 2010 - Present
CTR Professional Group October 2009 - June 2010
HIREground Executive Search, LLC March 2008 - October 2009
KTP Executive Search 2007 - April 2008
Seton Smoke Capital Management 2006 - 2006
Fisher Investments March 2001 - December 2005
CIBC Oppenheimer April 1997 - March 2001
Morgan Stanley April 1994 - April 1997
Education
San Francisco State University
BS, Business / Finance
University of San Francisco
MBA, Business / Finance
Gloria Gladhart's Fisher Investments Experience May 2008 - June 2011
Job Project Manager
Industry Financial Services
Experience
Home June 2011 - Present
CPNS November 2013 - May 2015
Fisher Investments May 2008 - June 2011
Fisher Investments October 2005 - May 2008
Fisher Investments April 2004 - October 2005
Luxury Day Spa and Salon Industry- various establishments 1994 - 2004
Skills
Project Management, Client Services, Recruiting, MS Project, Organizational Design, Organizational..., Mentoring, Cross-functional Team..., Management, Leadership, Financial Services, New Business Development, Analytics, Training, Team Management, Business Analysis, Business Development, CRM, Vendor Management, Finance, Time Management, Process Improvement, Teamwork, Talent Acquisition, Hiring, Sourcing, Analysis, Marketing Strategy, Social Networking, Sales, Salesforce.com, Strategy, Program Management, Team Leadership, Marketing, Business Process..., Cold Calling, Market Research, Lead Generation, Coaching, Investment Management, Leadership Development, Technical Recruiting, Applicant Tracking..., Product Management, Access, Start-ups
Education
San Francisco State University
Bachelors of Science, Major: International Business, Minor: Marketing
Home June 2011 - Present
CPNS November 2013 - May 2015
Fisher Investments May 2008 - June 2011
Fisher Investments October 2005 - May 2008
Fisher Investments April 2004 - October 2005
Luxury Day Spa and Salon Industry- various establishments 1994 - 2004
Skills
Project Management, Client Services, Recruiting, MS Project, Organizational Design, Organizational..., Mentoring, Cross-functional Team..., Management, Leadership, Financial Services, New Business Development, Analytics, Training, Team Management, Business Analysis, Business Development, CRM, Vendor Management, Finance, Time Management, Process Improvement, Teamwork, Talent Acquisition, Hiring, Sourcing, Analysis, Marketing Strategy, Social Networking, Sales, Salesforce.com, Strategy, Program Management, Team Leadership, Marketing, Business Process..., Cold Calling, Market Research, Lead Generation, Coaching, Investment Management, Leadership Development, Technical Recruiting, Applicant Tracking..., Product Management, Access, Start-ups
Education
San Francisco State University
Bachelors of Science, Major: International Business, Minor: Marketing
Walt Stephenson's Fisher Investments Experience August 2004 - January 2005
Job
Industry Commercial Real Estate
Experience
Cushman & Wakefield November 2006 - Present
Venture Choice April 2005 - June 2006
Fisher Investments August 2004 - January 2005
Skills
Real Estate, Real Estate Development, Disposition, Commercial Real Estate, Valuation, Landlord, Investments, Start-ups, Business Development, Property, Lease Negotiations, Tenant Representation, Site Selections, Lease Renewals, Financial Analysis, Sales, Portfolio Management, Asset Managment, Tenant, Corporate Real Estate, Leases, Landlords, Location Intelligence, Real Estate Transactions, Lease Administration, Brokerage, Asset Management
Education
Santa Clara University 2003 — 2007
BS
Cushman & Wakefield November 2006 - Present
Venture Choice April 2005 - June 2006
Fisher Investments August 2004 - January 2005
Skills
Real Estate, Real Estate Development, Disposition, Commercial Real Estate, Valuation, Landlord, Investments, Start-ups, Business Development, Property, Lease Negotiations, Tenant Representation, Site Selections, Lease Renewals, Financial Analysis, Sales, Portfolio Management, Asset Managment, Tenant, Corporate Real Estate, Leases, Landlords, Location Intelligence, Real Estate Transactions, Lease Administration, Brokerage, Asset Management
Education
Santa Clara University 2003 — 2007
BS
Mark Greenberg's Fisher Investments Experience March 2005 - May 2008
Job Vice President Appliction Development and Solutions Management at CoreLogic Credco
Industry Information Technology and Services
Experience
Financial Services Technology March 2013 - November 2013
LPL Financial June 2008 - March 2013
Fisher Investments March 2005 - May 2008
Merrill Lynch 1999 - 2004
Fidelity Investments 1997 - 1999
Nicholas-Applegate Capital Management August 1995 - October 1997
Salomon Bros 1989 - 1995
AT&T Information Systems 1988 - 1989
Skills
Asset Managment, SDLC, Securities, Financial Services, Integration, Trading, Equities, Management, Software Development, Investment Management, Program Management, Telecommunications, Oracle, Vendor Management, Risk Management, Strategy, Asset Management, Access, Enterprise Architecture, Trading Systems, Enterprise Software, Disaster Recovery, Fixed Income, Business Development, Java, Portfolio Management, Finance, Agile Methodologies, Architecture, IT Management, SOA, CRM, Analytics, Virtualization, Cloud Computing, Data Center, Big Data, Team Leadership, Process Improvement, Infrastructure, Strategic Planning, IT Strategy, Business Process..., Business Analysis, Application Architecture, Software Project..., Business Strategy, Leadership, Project Portfolio..., Business Intelligence
Education
Rutgers University-New Brunswick 1975 — 1980
BA, Liberal Arts
Financial Services Technology March 2013 - November 2013
LPL Financial June 2008 - March 2013
Fisher Investments March 2005 - May 2008
Merrill Lynch 1999 - 2004
Fidelity Investments 1997 - 1999
Nicholas-Applegate Capital Management August 1995 - October 1997
Salomon Bros 1989 - 1995
AT&T Information Systems 1988 - 1989
Skills
Asset Managment, SDLC, Securities, Financial Services, Integration, Trading, Equities, Management, Software Development, Investment Management, Program Management, Telecommunications, Oracle, Vendor Management, Risk Management, Strategy, Asset Management, Access, Enterprise Architecture, Trading Systems, Enterprise Software, Disaster Recovery, Fixed Income, Business Development, Java, Portfolio Management, Finance, Agile Methodologies, Architecture, IT Management, SOA, CRM, Analytics, Virtualization, Cloud Computing, Data Center, Big Data, Team Leadership, Process Improvement, Infrastructure, Strategic Planning, IT Strategy, Business Process..., Business Analysis, Application Architecture, Software Project..., Business Strategy, Leadership, Project Portfolio..., Business Intelligence
Education
Rutgers University-New Brunswick 1975 — 1980
BA, Liberal Arts
Scarlet Wai's Fisher Investments Experience January 2014 - Present
Job VP IT at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2014 - Present
Fisher Investments May 2008 - December 2013
Fisher Investments September 2004 - May 2008
Fisher Investments October 2000 - September 2004
Fisher Investments September 1998 - October 2000
Ednovation May 1996 - September 1998
Skills
Information Security, Disaster Recovery, Risk Assessment, IT Management, Security, ISO 27001, Risk Management, Information Security..., Computer Forensics, Network Security, System Administration
Education
San Jose State University 1993 — 1998
BS, Management Information Systems
Fisher Investments January 2014 - Present
Fisher Investments May 2008 - December 2013
Fisher Investments September 2004 - May 2008
Fisher Investments October 2000 - September 2004
Fisher Investments September 1998 - October 2000
Ednovation May 1996 - September 1998
Skills
Information Security, Disaster Recovery, Risk Assessment, IT Management, Security, ISO 27001, Risk Management, Information Security..., Computer Forensics, Network Security, System Administration
Education
San Jose State University 1993 — 1998
BS, Management Information Systems
Paul Caparotta's Fisher Investments Experience November 2001 - June 2002
Job Media Professional
Industry Marketing and Advertising
Experience
CBS Interactive May 2011 - Present
Namco Bandai Games America November 2008 - May 2011
Tangible Media June 2008 - November 2008
Ubisoft August 2004 - May 2008
The Economist Group June 2002 - May 2004
Fisher Investments November 2001 - June 2002
International Data Group (IDG) / The Industry Standard November 2000 - August 2001
Forbes.com January 2000 - November 2000
Forbes.com September 1998 - January 2000
Dun & Bradstreet May 1996 - September 1998
Skills
Media Planning, Advertising, SEO, Digital Media, Digital Marketing, Media Buying, Salesforce.com, Advertising Sales, Public Speaking, Marketing Research, Marketing Communications, Online Advertising, Online Marketing, Facebook, Marketing, Community Management, Strategic Partnerships, Product Marketing, Marketing Strategy, Mobile Marketing, Social Media, Brand Development, New Media, Integrated Marketing, Email Marketing, Social Media Marketing, Strategy, Mobile Advertising, Digital Strategy, Web Analytics, Publishing, Interactive Marketing, SEM, comScore, DoubleClick, Content Strategy, Rich Media, Video Games, Ad Networks, Monetization, Interactive Advertising, Behavioral Targeting, Google Analytics, Display Advertising, Viral Marketing, Ad Serving, Analytics, PPC, Advertising Operations
Education
Rutgers University-New Brunswick 1992 — 1996
BA, BA, Double Major, English & History
CBS Interactive May 2011 - Present
Namco Bandai Games America November 2008 - May 2011
Tangible Media June 2008 - November 2008
Ubisoft August 2004 - May 2008
The Economist Group June 2002 - May 2004
Fisher Investments November 2001 - June 2002
International Data Group (IDG) / The Industry Standard November 2000 - August 2001
Forbes.com January 2000 - November 2000
Forbes.com September 1998 - January 2000
Dun & Bradstreet May 1996 - September 1998
Skills
Media Planning, Advertising, SEO, Digital Media, Digital Marketing, Media Buying, Salesforce.com, Advertising Sales, Public Speaking, Marketing Research, Marketing Communications, Online Advertising, Online Marketing, Facebook, Marketing, Community Management, Strategic Partnerships, Product Marketing, Marketing Strategy, Mobile Marketing, Social Media, Brand Development, New Media, Integrated Marketing, Email Marketing, Social Media Marketing, Strategy, Mobile Advertising, Digital Strategy, Web Analytics, Publishing, Interactive Marketing, SEM, comScore, DoubleClick, Content Strategy, Rich Media, Video Games, Ad Networks, Monetization, Interactive Advertising, Behavioral Targeting, Google Analytics, Display Advertising, Viral Marketing, Ad Serving, Analytics, PPC, Advertising Operations
Education
Rutgers University-New Brunswick 1992 — 1996
BA, BA, Double Major, English & History
Joe Finley's Fisher Investments Experience May 2001 - Present
Job Portfolio Evaluation Analyst
Industry Financial Services
Experience
Fisher Investments May 2001 - Present
Skills
Investments, Portfolio Management, Asset Management, Equities
Education
San Jose State University 1992 — 1997
Fisher Investments May 2001 - Present
Skills
Investments, Portfolio Management, Asset Management, Equities
Education
San Jose State University 1992 — 1997
Glen Lum's Fisher Investments Experience March 2006 - July 2007
Job Systems Administrator at Pattern Energy
Industry Information Technology and Services
Experience
Pattern Energy December 2012 - Present
First Republic Bank August 2010 - December 2012
Seiler LLP July 2007 - July 2010
Fisher Investments March 2006 - July 2007
Maxygen, Inc March 2001 - March 2006
Teamtoolz.com October 2000 - February 2001
IDG Books Worldwide July 2000 - October 2000
Southwestern Bell TeleCommunity Center July 1998 - July 2000
Skills
SharePoint, Active Directory, Disaster Recovery, VMware, SCCM, XP
Education
San Jose State University
University of Missouri at St Louis
B.S.B.A, Management Information Systems
Pattern Energy December 2012 - Present
First Republic Bank August 2010 - December 2012
Seiler LLP July 2007 - July 2010
Fisher Investments March 2006 - July 2007
Maxygen, Inc March 2001 - March 2006
Teamtoolz.com October 2000 - February 2001
IDG Books Worldwide July 2000 - October 2000
Southwestern Bell TeleCommunity Center July 1998 - July 2000
Skills
SharePoint, Active Directory, Disaster Recovery, VMware, SCCM, XP
Education
San Jose State University
University of Missouri at St Louis
B.S.B.A, Management Information Systems
Arzhang Saman's Fisher Investments Experience November 2014 - Present
Job Sr Business Analyst at Fisher Investments
Industry Information Technology and Services
Experience
Fisher Investments November 2014 - Present
Adobe System Inc 2009 - August 2014
Adobe Systems September 2007 - 2009
Fujitsu America, Inc. October 1999 - September 2007
Berkeley Magnetics June 1995 - January 2000
Skills
ITIL, SaaS, Firewalls, IT Service Management, System Administration, VMware, Amazon Web Services..., Cloud Computing, Splunk, Technical Documentation, RHEL, Linux, Apache, LDAP, JIRA, Zendesk, Wiki Markup, Servers, Data Center, Windows Server, RedHat, Solaris, Red Hat Linux, Infrastructure
Education
San Jose State University 1995 — 1999
Bachelor of Arts, Cultural Anthropology
Leland High School
Fisher Investments November 2014 - Present
Adobe System Inc 2009 - August 2014
Adobe Systems September 2007 - 2009
Fujitsu America, Inc. October 1999 - September 2007
Berkeley Magnetics June 1995 - January 2000
Skills
ITIL, SaaS, Firewalls, IT Service Management, System Administration, VMware, Amazon Web Services..., Cloud Computing, Splunk, Technical Documentation, RHEL, Linux, Apache, LDAP, JIRA, Zendesk, Wiki Markup, Servers, Data Center, Windows Server, RedHat, Solaris, Red Hat Linux, Infrastructure
Education
San Jose State University 1995 — 1999
Bachelor of Arts, Cultural Anthropology
Leland High School
Zoey Kwong's Fisher Investments Experience June 2004 - November 2007
Job Application Consultant for Column5
Industry Information Technology and Services
Experience
Column5 November 2007 - Present
Fisher Investments June 2004 - November 2007
Argonaut Technologies 2000 - 2004
Education
San Francisco State University, College of Business 2002 — 2004
MBA, Business Administration
Column5 November 2007 - Present
Fisher Investments June 2004 - November 2007
Argonaut Technologies 2000 - 2004
Education
San Francisco State University, College of Business 2002 — 2004
MBA, Business Administration
Robert Lucente's Fisher Investments Experience 2008 - Present
Job at Fisher Investments
Industry Investment Management
Experience
Fisher Investments 2008 - Present
Wells Fargo Investments 2005 - 2006
Bank of America 1998 - 2005
Skills
Financial Analysis, Asset Management, Portfolio Management, Management, Finance, Wealth Management, Equities, Sales, Fixed Income, Investments, Financial Services, Asset Allocation, Securities, Financial Modeling, Leadership, Mutual Funds, Investment Strategies, Financial Planning, Microsoft Excel, Investment Management, Relationship Management, Investment Advisory, Capital Markets, Retirement Planning, Valuation, Banking, Microsoft Office, Strategy, Financial Markets, Corporate Finance, Financial Advisory, Business Development, Credit, Loans
Education
San Diego State University-California State University 2005 — 2007
Master of Science (MS), Business Administration and Management
San Diego State University-California State University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fisher Investments 2008 - Present
Wells Fargo Investments 2005 - 2006
Bank of America 1998 - 2005
Skills
Financial Analysis, Asset Management, Portfolio Management, Management, Finance, Wealth Management, Equities, Sales, Fixed Income, Investments, Financial Services, Asset Allocation, Securities, Financial Modeling, Leadership, Mutual Funds, Investment Strategies, Financial Planning, Microsoft Excel, Investment Management, Relationship Management, Investment Advisory, Capital Markets, Retirement Planning, Valuation, Banking, Microsoft Office, Strategy, Financial Markets, Corporate Finance, Financial Advisory, Business Development, Credit, Loans
Education
San Diego State University-California State University 2005 — 2007
Master of Science (MS), Business Administration and Management
San Diego State University-California State University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Sheryl Sweazey-Root's Fisher Investments Experience November 2014 - July 2015
Job IT Business Consultant
Industry Information Technology and Services
Experience
Root Consulting Services August 2015 - Present
Fisher Investments November 2014 - July 2015
Cadence Design Systems 2007 - 2013
Cadence Design Systems 2003 - 2007
Cadence Design Systems 2001 - 2003
Cadence Design Systems 2000 - 2001
Cadence Design Systems 2000 - 2000
Cadence Design Systems 1998 - 2000
IBM April 1997 - April 1998
IBM March 1997 - August 1997
Skills
Vendor Management, Program Management, Cross-functional Team..., IT Management, Management, Cloud Computing, Outsourcing, Leadership, SaaS, Strategy, Enterprise Software, IT Strategy, Integration, Project Management, PMO, IT Service Management, Enterprise Architecture, Data Center, Agile Methodologies, Telecommunications, ERP, Business Process, CRM, Contract Negotiation, Business Analysis, Software Documentation, Virtualization, SDLC, Business Intelligence, Software Project..., Solution Selling, Product Management, IT Operations, ITIL, Business Process..., Professional Services, SharePoint, Storage, PMP, Training, Software Development, Executive Management, Asset Life Cycle...
Education
San Jose State University 1988 — 1992
Bachelor of Science (BS), Business Administration/Finance
Platinum Women's Leadership Program
Root Consulting Services August 2015 - Present
Fisher Investments November 2014 - July 2015
Cadence Design Systems 2007 - 2013
Cadence Design Systems 2003 - 2007
Cadence Design Systems 2001 - 2003
Cadence Design Systems 2000 - 2001
Cadence Design Systems 2000 - 2000
Cadence Design Systems 1998 - 2000
IBM April 1997 - April 1998
IBM March 1997 - August 1997
Skills
Vendor Management, Program Management, Cross-functional Team..., IT Management, Management, Cloud Computing, Outsourcing, Leadership, SaaS, Strategy, Enterprise Software, IT Strategy, Integration, Project Management, PMO, IT Service Management, Enterprise Architecture, Data Center, Agile Methodologies, Telecommunications, ERP, Business Process, CRM, Contract Negotiation, Business Analysis, Software Documentation, Virtualization, SDLC, Business Intelligence, Software Project..., Solution Selling, Product Management, IT Operations, ITIL, Business Process..., Professional Services, SharePoint, Storage, PMP, Training, Software Development, Executive Management, Asset Life Cycle...
Education
San Jose State University 1988 — 1992
Bachelor of Science (BS), Business Administration/Finance
Platinum Women's Leadership Program
Vernon Huang's Fisher Investments Experience April 2004 - October 2008
Job Client System Engineer at First Republic Bank
Industry Financial Services
Experience
First Republic Bank May 2012 - Present
First Republic Bank October 2008 - May 2012
Fisher Investments April 2004 - October 2008
Skills
BMC Remedy, Active Directory, Group Policy..., Disaster Recovery, VMware, Asset Managment, Vendor Management, Microsoft Exchange, Data Migration, Virtualization, Technical Support, Software Documentation, Business Continuity, SCCM, Scripting, IT Service Management, Cloud Computing, VBScript, Group Policy, Security, Windows Server, DNS, XP, Servers, Windows 7, Laptops, VMware ESX, Data Center, System Administration, Desktop Computers, IT Management, VPN, System Deployment, ITIL, Asset Management, SharePoint
Education
San Jose State University 1999 — 2004
BS in computer science
First Republic Bank May 2012 - Present
First Republic Bank October 2008 - May 2012
Fisher Investments April 2004 - October 2008
Skills
BMC Remedy, Active Directory, Group Policy..., Disaster Recovery, VMware, Asset Managment, Vendor Management, Microsoft Exchange, Data Migration, Virtualization, Technical Support, Software Documentation, Business Continuity, SCCM, Scripting, IT Service Management, Cloud Computing, VBScript, Group Policy, Security, Windows Server, DNS, XP, Servers, Windows 7, Laptops, VMware ESX, Data Center, System Administration, Desktop Computers, IT Management, VPN, System Deployment, ITIL, Asset Management, SharePoint
Education
San Jose State University 1999 — 2004
BS in computer science
Paul Citarell, CIMA's Fisher Investments Experience 1999 - 2004
Job Senior Managing Director at John Hancock Asset Management
Industry Investment Management
Experience
John Hancock August 2006 - Present
Nuveen Investments 2004 - 2006
Fisher Investments 1999 - 2004
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Investments, Wealth Management, Securities, Asset Management, Series 6, Separately Managed..., Retirement Planning, Equities, Investment Advisory, Series 24, 401k, ETFs, FINRA, Financial Services, Retirement, Series 65
Education
University of California, Berkeley - Walter A. Haas School of Business
IMCA Certified Investment Management Analyst Program
Saint Bonaventure University 1983 — 1987
BBA, Marketing
John Hancock August 2006 - Present
Nuveen Investments 2004 - 2006
Fisher Investments 1999 - 2004
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Investments, Wealth Management, Securities, Asset Management, Series 6, Separately Managed..., Retirement Planning, Equities, Investment Advisory, Series 24, 401k, ETFs, FINRA, Financial Services, Retirement, Series 65
Education
University of California, Berkeley - Walter A. Haas School of Business
IMCA Certified Investment Management Analyst Program
Saint Bonaventure University 1983 — 1987
BBA, Marketing
David Egbert's Fisher Investments Experience June 2014 - Present
Job Corporate Recruiter connecting talent with opportunity at Fisher Investments
Industry Investment Management
Experience
Fisher Investments June 2014 - Present
Fisher Investments March 2013 - June 2014
Fisher Investments July 2008 - March 2013
U.S. Central October 2005 - June 2008
WesCorp June 2004 - October 2005
WesCorp May 2002 - June 2004
UBS December 1998 - October 2001
United States Marine Corps July 1991 - July 1995
Skills
Military Experience, Military Training, Marine Corps, Series 7, series 63, Series 65, Financial Services, Relationship Management, Asset Allocation, Wealth Management, Investments, Investment Strategies, Investment Advisory, Portfolio Management, Equities, Mutual Funds, Asset Management, Alternative Investments, Fixed Income, Capital Markets, Microsoft Excel, Recruiting, Human Capital, Talent Acquisition, Leadership, Mentoring, Employee Training
Education
San Francisco State University 1998 — 2001
Bachelor of Science (BS), Finance and Banking
Salt Lake Community College 1995 — 1998
Associate's degree, International Business
Cottonwood High School 1988 — 1991
Fisher Investments June 2014 - Present
Fisher Investments March 2013 - June 2014
Fisher Investments July 2008 - March 2013
U.S. Central October 2005 - June 2008
WesCorp June 2004 - October 2005
WesCorp May 2002 - June 2004
UBS December 1998 - October 2001
United States Marine Corps July 1991 - July 1995
Skills
Military Experience, Military Training, Marine Corps, Series 7, series 63, Series 65, Financial Services, Relationship Management, Asset Allocation, Wealth Management, Investments, Investment Strategies, Investment Advisory, Portfolio Management, Equities, Mutual Funds, Asset Management, Alternative Investments, Fixed Income, Capital Markets, Microsoft Excel, Recruiting, Human Capital, Talent Acquisition, Leadership, Mentoring, Employee Training
Education
San Francisco State University 1998 — 2001
Bachelor of Science (BS), Finance and Banking
Salt Lake Community College 1995 — 1998
Associate's degree, International Business
Cottonwood High School 1988 — 1991
Steve Caltagirone, CFP®'s Fisher Investments Experience 2003 - 2008
Job Client Advisor at Mission Wealth Management, LLC
Industry Financial Services
Experience
Mission Wealth Management, LLC 2013 - Present
Elmwood Wealth Management, Inc. 2012 - 2013
Osborne Partners Capital Management 2010 - 2012
Bingham, Osborn & Scarborough 2008 - 2009
Fisher Investments 2003 - 2008
Banc of America Securities 1998 - 2000
Montgomery Asset Management 1996 - 1998
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
MBA, Finance
Saint Mary's College of California 1992 — 1995
BS, Finance
Mission Wealth Management, LLC 2013 - Present
Elmwood Wealth Management, Inc. 2012 - 2013
Osborne Partners Capital Management 2010 - 2012
Bingham, Osborn & Scarborough 2008 - 2009
Fisher Investments 2003 - 2008
Banc of America Securities 1998 - 2000
Montgomery Asset Management 1996 - 1998
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
MBA, Finance
Saint Mary's College of California 1992 — 1995
BS, Finance
Jeff Noroña's Fisher Investments Experience 2011 - 2012
Job Sales Rep
Industry Computer Software
Experience
ClearSlide 2014 - Present
ClearSlide 2013 - 2014
ClearSlide 2012 - 2013
Fisher Investments 2011 - 2012
San Francisco 49ers 2008 - 2011
Skills
Online Marketing, Strategic Partnerships, New Business Development, Social Networking, Social Media Marketing, Lead Generation, Marketing Strategy, Marketing Communications, Budgets, Sales, Advertising, Market Research, Email Marketing, Direct Sales, Online Advertising
Education
Santa Clara University 2004 — 2008
Bachelor of Science in Commerce
ClearSlide 2014 - Present
ClearSlide 2013 - 2014
ClearSlide 2012 - 2013
Fisher Investments 2011 - 2012
San Francisco 49ers 2008 - 2011
Skills
Online Marketing, Strategic Partnerships, New Business Development, Social Networking, Social Media Marketing, Lead Generation, Marketing Strategy, Marketing Communications, Budgets, Sales, Advertising, Market Research, Email Marketing, Direct Sales, Online Advertising
Education
Santa Clara University 2004 — 2008
Bachelor of Science in Commerce
André Cabrita's Fisher Investments Experience September 2005 - November 2008
Job Vice President Brokerage Sales at Superior Mobile Medics
Industry Information Services
Experience
Superior Mobile Medics May 2014 - Present
iPipeline January 2013 - May 2014
Rolling Solutions LLC - XRAE February 2009 - January 2013
Fisher Investments September 2005 - November 2008
PenCal January 2003 - July 2005
Trumark Financial August 2001 - December 2003
Verio July 2000 - August 2001
Education
San Jose State University 1997 — 2000
BA, Speech Communications
Superior Mobile Medics May 2014 - Present
iPipeline January 2013 - May 2014
Rolling Solutions LLC - XRAE February 2009 - January 2013
Fisher Investments September 2005 - November 2008
PenCal January 2003 - July 2005
Trumark Financial August 2001 - December 2003
Verio July 2000 - August 2001
Education
San Jose State University 1997 — 2000
BA, Speech Communications
Christopher Rushton's Fisher Investments Experience April 1998 - Present
Job Sr. Vice President at Fisher Investments
Industry Investment Management
Experience
Fisher Investments April 1998 - Present
Education
Western Connecticut State University 1985 — 1987
Bachelors Science, Marketing
Roger Williams University 1983 — 1985
Business Administration and Management, General
Fisher Investments April 1998 - Present
Education
Western Connecticut State University 1985 — 1987
Bachelors Science, Marketing
Roger Williams University 1983 — 1985
Business Administration and Management, General
Andre Koehler's Fisher Investments Experience June 2011 - October 2012
Job Sales Executive
Industry Marketing and Advertising
Experience
Preqin April 2014 - October 2014
CyberAgent November 2012 - February 2014
Fisher Investments June 2011 - October 2012
Murphy Pearson Bradley & Feeney May 2010 - May 2011
B&H Technical Ceramics June 2000 - October 2010
Skills
Sales, Online Advertising, Microsoft Office, Data Analysis, Mobile Devices, Business Analysis, Microsoft Excel, Customer Service, Business Strategy, Market Research, Business Development, Account Management, Social Media, Social Media Marketing, Marketing, Mobile Marketing, Analysis, Vendor Relationships, Strategic Planning, Marketing Strategy, Mobile Advertising, Digital Marketing, Cognos, Concur, Mobile Applications, Mobile Technology, Salesforce.com, Onyx CRM, Strategy
Education
San Jose State University
Bachelor of Science (B.S.), Business Administration (Corporate Financial Management)
Preqin April 2014 - October 2014
CyberAgent November 2012 - February 2014
Fisher Investments June 2011 - October 2012
Murphy Pearson Bradley & Feeney May 2010 - May 2011
B&H Technical Ceramics June 2000 - October 2010
Skills
Sales, Online Advertising, Microsoft Office, Data Analysis, Mobile Devices, Business Analysis, Microsoft Excel, Customer Service, Business Strategy, Market Research, Business Development, Account Management, Social Media, Social Media Marketing, Marketing, Mobile Marketing, Analysis, Vendor Relationships, Strategic Planning, Marketing Strategy, Mobile Advertising, Digital Marketing, Cognos, Concur, Mobile Applications, Mobile Technology, Salesforce.com, Onyx CRM, Strategy
Education
San Jose State University
Bachelor of Science (B.S.), Business Administration (Corporate Financial Management)
Danny Varty's Fisher Investments Experience 2006 - 2008
Job Helping the world communicate and share information more effectively.
Industry Computer Software
Experience
Cotap, Inc. January 2015 - Present
Microsoft February 2013 - January 2015
Yammer, Inc. June 2012 - January 2015
Yammer, Inc. March 2011 - May 2012
CMI Contractors, Inc. March 2005 - March 2011
Fisher Investments 2006 - 2008
Skills
Salesforce.com, Enterprise Software, Yammer, Enterprise Social..., SaaS, Internal Communications, Sales Process, Sales, Cloud Computing, CRM, Account Management, Demand Generation, Solution Selling, Lead Generation, Professional Services, Marketing, Start-ups
Education
San Diego State University-California State University 2000 — 2002
BS, Business Administration w/ Marketing Emphasis
Cotap, Inc. January 2015 - Present
Microsoft February 2013 - January 2015
Yammer, Inc. June 2012 - January 2015
Yammer, Inc. March 2011 - May 2012
CMI Contractors, Inc. March 2005 - March 2011
Fisher Investments 2006 - 2008
Skills
Salesforce.com, Enterprise Software, Yammer, Enterprise Social..., SaaS, Internal Communications, Sales Process, Sales, Cloud Computing, CRM, Account Management, Demand Generation, Solution Selling, Lead Generation, Professional Services, Marketing, Start-ups
Education
San Diego State University-California State University 2000 — 2002
BS, Business Administration w/ Marketing Emphasis
Barry Waits's Fisher Investments Experience 2010 - 2012
Job Owner at Waits Investments, LLC
Industry Financial Services
Experience
Waits Investments, LLC 2013 - Present
Fisher Investments 2010 - 2012
Bear Stearns December 1997 - April 2005
Skills
Strategic Financial..., Capital Markets, Coaching, Investments, Asset Management, Financial Analysis, Portfolio Management, Securities, Financial Modeling, Financial Planning, Leadership, Strategic Planning, Customer Service, Finance, Management
Education
San Francisco State University, College of Business
MBA, Business
Waits Investments, LLC 2013 - Present
Fisher Investments 2010 - 2012
Bear Stearns December 1997 - April 2005
Skills
Strategic Financial..., Capital Markets, Coaching, Investments, Asset Management, Financial Analysis, Portfolio Management, Securities, Financial Modeling, Financial Planning, Leadership, Strategic Planning, Customer Service, Finance, Management
Education
San Francisco State University, College of Business
MBA, Business
Brendan Krebs's Fisher Investments Experience 2013 - 2014
Job Regional Business Director Northeast at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2015 - Present
The GL Group 2014 - 2015
Fisher Investments 2013 - 2014
Merrill Lynch April 2012 - August 2013
Merrill Lynch January 2011 - April 2012
Merrill Lynch May 2008 - January 2011
Merrill Lynch 2007 - 2008
Merrill Lynch 2005 - 2007
Merrill Lynch 1998 - 2005
Skills
Business Development, Leadership & Team..., Sales Operations..., Mentoring & Coaching, Financial Analysis &..., Client Relationship..., Strategic Partnerships..., Sales Process..., Market Penetration &...
Education
St. Joseph's University 1994 — 1998
Bachelor of Science (BS), Finance, General
Wells Fargo Advisors 2015 - Present
The GL Group 2014 - 2015
Fisher Investments 2013 - 2014
Merrill Lynch April 2012 - August 2013
Merrill Lynch January 2011 - April 2012
Merrill Lynch May 2008 - January 2011
Merrill Lynch 2007 - 2008
Merrill Lynch 2005 - 2007
Merrill Lynch 1998 - 2005
Skills
Business Development, Leadership & Team..., Sales Operations..., Mentoring & Coaching, Financial Analysis &..., Client Relationship..., Strategic Partnerships..., Sales Process..., Market Penetration &...
Education
St. Joseph's University 1994 — 1998
Bachelor of Science (BS), Finance, General
Sudip Jha's Fisher Investments Experience December 2012 - June 2013
Job VP Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. August 2015 - Present
E*TRADE Financial Corporation June 2013 - August 2015
Fisher Investments December 2012 - June 2013
Merrill Lynch June 2011 - November 2012
Charles Schwab May 2007 - September 2010
Kaiser 1994 - 1995
Kaiser 1994 - 1995
Skills
Investments, Asset Management, Series 7, Mutual Funds, Alternative Investments, Financial Modeling, Financial Analysis, Portfolio Management, Fixed Income, Asset Allocation, Valuation, Equities, Wealth Management, Strategic Financial..., Bloomberg
Education
UCLA Anderson School of Management 2010 — 2012
MBA, Finance
Saint Mary's College of California 2007 — 2008
M.S., Finance
University of California, Davis
B.A., Economics
J.P. Morgan Chase Bank, N.A. August 2015 - Present
E*TRADE Financial Corporation June 2013 - August 2015
Fisher Investments December 2012 - June 2013
Merrill Lynch June 2011 - November 2012
Charles Schwab May 2007 - September 2010
Kaiser 1994 - 1995
Kaiser 1994 - 1995
Skills
Investments, Asset Management, Series 7, Mutual Funds, Alternative Investments, Financial Modeling, Financial Analysis, Portfolio Management, Fixed Income, Asset Allocation, Valuation, Equities, Wealth Management, Strategic Financial..., Bloomberg
Education
UCLA Anderson School of Management 2010 — 2012
MBA, Finance
Saint Mary's College of California 2007 — 2008
M.S., Finance
University of California, Davis
B.A., Economics
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)
Zico S. Parmar's Fisher Investments Experience June 2013 - November 2014
Job Operations Associate at First Republic Bank
Industry Financial Services
Experience
First Republic Bank November 2014 - Present
Fisher Investments June 2013 - November 2014
Fisher Investments October 2012 - June 2013
Skills
Microsoft Office, Customer Service, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Access, Data Analysis
Education
San Francisco State University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Minor: Economics and Decision Sciences
First Republic Bank November 2014 - Present
Fisher Investments June 2013 - November 2014
Fisher Investments October 2012 - June 2013
Skills
Microsoft Office, Customer Service, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Access, Data Analysis
Education
San Francisco State University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Minor: Economics and Decision Sciences
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY