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
Warren Cho Warren Cho's Fisher Investments Experience May 2002 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2002 - Present
ECS ELITEGROUP (USA) 2001 - 2002
Apple 2000 - 2001
Skills
Series 65
Education
The Johns Hopkins University 1995 — 2000
Los Gatos High School
Fisher Investments May 2002 - Present
ECS ELITEGROUP (USA) 2001 - 2002
Apple 2000 - 2001
Skills
Series 65
Education
The Johns Hopkins University 1995 — 2000
Los Gatos High School
Jason Camero Jason Camero's Fisher Investments Experience January 2000 - May 2005
Job Project Manager at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ June 2013 - Present
Thomson Reuters September 2006 - June 2013
Fisher Investments January 2000 - May 2005
Skills
Market Data, Financial Markets, Trading Systems, Equities, Product Management, Salesforce.com, Electronic Trading, Business Analysis, Capital Markets, CRM, Bloomberg
Education
Sonoma State University 1997 — 2000
BA, Economics
NASDAQ June 2013 - Present
Thomson Reuters September 2006 - June 2013
Fisher Investments January 2000 - May 2005
Skills
Market Data, Financial Markets, Trading Systems, Equities, Product Management, Salesforce.com, Electronic Trading, Business Analysis, Capital Markets, CRM, Bloomberg
Education
Sonoma State University 1997 — 2000
BA, Economics
Jonathan Keane Jonathan Keane's Fisher Investments Experience March 2015 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments March 2015 - Present
ICONIQ Capital December 2014 - March 2015
Fisher Investments June 2013 - November 2014
Charles Schwab September 2011 - May 2013
Jonathan Keane Golf January 2010 - August 2011
Fry's Electronics October 2007 - October 2010
Education
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelor of Science (BS), Finance, Graduated
Fisher Investments March 2015 - Present
ICONIQ Capital December 2014 - March 2015
Fisher Investments June 2013 - November 2014
Charles Schwab September 2011 - May 2013
Jonathan Keane Golf January 2010 - August 2011
Fry's Electronics October 2007 - October 2010
Education
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelor of Science (BS), Finance, Graduated
Adam Swantner , MBA Adam Swantner , MBA's Fisher Investments Experience July 2014 - Present
Job Account Executive
Industry Financial Services
Experience
Fisher Investments July 2014 - Present
University of Missouri January 2013 - May 2014
North Star Resource Group May 2013 - August 2013
Southeast Missouri State University November 2010 - December 2012
World Wide Technology May 2011 - March 2012
True Manufacturing May 2010 - August 2010
Charlie’s Farm and Home Center February 2007 - August 2009
Education
University of Missouri-Columbia 2013 — 2014
Masters of Business Administration, Finance
Fachhochschule Aachen 2012 — 2012
Finance, Semester abroad
Southeast Missouri State University 2009 — 2012
Bachelor's of Science in Business Administration, Finance, 3.61 GPA
St. Dominic High School 2006 — 2009
General, General
Fisher Investments July 2014 - Present
University of Missouri January 2013 - May 2014
North Star Resource Group May 2013 - August 2013
Southeast Missouri State University November 2010 - December 2012
World Wide Technology May 2011 - March 2012
True Manufacturing May 2010 - August 2010
Charlie’s Farm and Home Center February 2007 - August 2009
Education
University of Missouri-Columbia 2013 — 2014
Masters of Business Administration, Finance
Fachhochschule Aachen 2012 — 2012
Finance, Semester abroad
Southeast Missouri State University 2009 — 2012
Bachelor's of Science in Business Administration, Finance, 3.61 GPA
St. Dominic High School 2006 — 2009
General, General
Malachi Rose Malachi Rose's Fisher Investments Experience July 2008 - November 2008
Job Senior Manager User Acquistion at Zynga
Industry Marketing and Advertising
Experience
Zynga April 2015 - Present
Rumble November 2013 - March 2015
Crowdstar January 2013 - November 2013
Crowdstar November 2011 - January 2013
Digital Ginseng December 2008 - February 2012
Epsilon March 2009 - November 2011
Fisher Investments July 2008 - November 2008
Fisher Investments August 2007 - September 2008
SofTEQ 2006 - 2007
PowderCam, LLC August 2005 - April 2006
Skills
Mobile Marketing, Online Advertising, Online Marketing, Analytics, Web Analytics, Mobile Advertising, CRM, Mobile Devices, Customer Acquisition, Marketing Strategy, Email Marketing, Direct Marketing, A/B testing, New Media, Leadership, Loyalty Marketing, Video Games, Social Games, Account Management, Facebook, Campaign Optimization, Cross-channel Marketing, Mobile Games, SEO, Program Management, Web Marketing, Search Analytics, Database Segmentation, Behavioral Targeting, Online Acquisition, Emerging Media, Game Mechanics, Gamification, Facebook Marketing, Viral Marketing, Multivariate Testing
Education
University of Colorado Boulder - Leeds School of Business
Business Administration, Operations Management, Entrepreneurship and Small Business Management
Stanford Business School
N/A - Continuing Studies, Social Media Marketing
Lowell High School
Zynga April 2015 - Present
Rumble November 2013 - March 2015
Crowdstar January 2013 - November 2013
Crowdstar November 2011 - January 2013
Digital Ginseng December 2008 - February 2012
Epsilon March 2009 - November 2011
Fisher Investments July 2008 - November 2008
Fisher Investments August 2007 - September 2008
SofTEQ 2006 - 2007
PowderCam, LLC August 2005 - April 2006
Skills
Mobile Marketing, Online Advertising, Online Marketing, Analytics, Web Analytics, Mobile Advertising, CRM, Mobile Devices, Customer Acquisition, Marketing Strategy, Email Marketing, Direct Marketing, A/B testing, New Media, Leadership, Loyalty Marketing, Video Games, Social Games, Account Management, Facebook, Campaign Optimization, Cross-channel Marketing, Mobile Games, SEO, Program Management, Web Marketing, Search Analytics, Database Segmentation, Behavioral Targeting, Online Acquisition, Emerging Media, Game Mechanics, Gamification, Facebook Marketing, Viral Marketing, Multivariate Testing
Education
University of Colorado Boulder - Leeds School of Business
Business Administration, Operations Management, Entrepreneurship and Small Business Management
Stanford Business School
N/A - Continuing Studies, Social Media Marketing
Lowell High School
Luke Kirrane's Fisher Investments Experience June 2014 - Present
Job Client Service Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2014 - Present
The Ohio State University November 2012 - May 2014
Nationwide Insurance May 2013 - August 2013
National Golf Links of America May 2008 - August 2012
Skills
Analysis, Teamwork, Time Management, Research, Customer Service
Education
The Ohio State University 2010 — 2014
Bachelor of Arts (BA): Double Major in Economics and History
Fisher Investments June 2014 - Present
The Ohio State University November 2012 - May 2014
Nationwide Insurance May 2013 - August 2013
National Golf Links of America May 2008 - August 2012
Skills
Analysis, Teamwork, Time Management, Research, Customer Service
Education
The Ohio State University 2010 — 2014
Bachelor of Arts (BA): Double Major in Economics and History
Shera Shupert's Fisher Investments Experience August 2011 - July 2012
Job Account Manager at TrueSkills
Industry Human Resources
Experience
TrueSkills September 2015 - Present
Red Rock Volleyball November 2012 - Present
Twitter October 2014 - September 2015
Twitter May 2013 - October 2014
Twitter July 2012 - May 2013
Fisher Investments August 2011 - July 2012
Skills
Salesforce.com, Applicant Tracking..., Recruiting, Social Networking, Social Media, Microsoft Excel, Social Media Marketing, PowerPoint, Customer Service, Microsoft Office, Outlook, Gmail, Coordination, Project Coordination
Education
Washington State University 2007 — 2011
Bachelor of Arts (BA), International Business
SKEMA Bachelor 2010 — 2010
International Business
TrueSkills September 2015 - Present
Red Rock Volleyball November 2012 - Present
Twitter October 2014 - September 2015
Twitter May 2013 - October 2014
Twitter July 2012 - May 2013
Fisher Investments August 2011 - July 2012
Skills
Salesforce.com, Applicant Tracking..., Recruiting, Social Networking, Social Media, Microsoft Excel, Social Media Marketing, PowerPoint, Customer Service, Microsoft Office, Outlook, Gmail, Coordination, Project Coordination
Education
Washington State University 2007 — 2011
Bachelor of Arts (BA), International Business
SKEMA Bachelor 2010 — 2010
International Business
Sonam Nirmal Sonam Nirmal's Fisher Investments Experience March 2011 - September 2012
Job Senior Accountant
Industry Accounting
Experience
CooperVision September 2015 - Present
My Goods Market April 2015 - September 2015
Infantino January 2013 - February 2015
Fisher Investments March 2011 - September 2012
Operating Engineers #3 Federal Credit Union June 2009 - January 2011
Skills
Accounting, Accounts Receivable, Account Reconciliation, Auditing, Accounts Payable, QuickBooks, Variance Analysis, Fixed Assets, Financial Statements, Accruals, Payroll, Journal Entries, Invoicing, Great Plains Software, Finance, Microsoft Excel, Budgets, Tax, Analysis, Year-end Close, Microsoft Office, Expenses, Bank Reconciliation, Balance, General Ledger, GAAP, Depreciation, Cost Accounting, Financial Reporting
Education
The University of British Columbia 2005 — 2009
Bachelors in Business Management, Accounting
Monta Vista High School 2002 — 2005
High School Diploma
CooperVision September 2015 - Present
My Goods Market April 2015 - September 2015
Infantino January 2013 - February 2015
Fisher Investments March 2011 - September 2012
Operating Engineers #3 Federal Credit Union June 2009 - January 2011
Skills
Accounting, Accounts Receivable, Account Reconciliation, Auditing, Accounts Payable, QuickBooks, Variance Analysis, Fixed Assets, Financial Statements, Accruals, Payroll, Journal Entries, Invoicing, Great Plains Software, Finance, Microsoft Excel, Budgets, Tax, Analysis, Year-end Close, Microsoft Office, Expenses, Bank Reconciliation, Balance, General Ledger, GAAP, Depreciation, Cost Accounting, Financial Reporting
Education
The University of British Columbia 2005 — 2009
Bachelors in Business Management, Accounting
Monta Vista High School 2002 — 2005
High School Diploma
Ian Fletcher Ian Fletcher's Fisher Investments Experience June 2011 - May 2012
Job Business Operations Manager at SKULLY
Industry Internet
Experience
SKULLY *We are hiring!* April 2015 - Present
Wearable World December 2013 - April 2015
Wearable World June 2013 - December 2013
Fisher Investments June 2011 - May 2012
Skills
Lead Generation, Strategic Partnerships, Online Advertising, Digital Marketing, SEM, Online Marketing, Start-ups, Mobile Marketing, Digital Strategy, Program Management, Analytics, Entrepreneurship, PPC, SaaS, Mobile Advertising, Kicking Ass, Poetry, Hand to Hand Combat, Threat Management, Stand-up Comedy, Table Tennis
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Finance
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor's degree, Finance Major
SKULLY *We are hiring!* April 2015 - Present
Wearable World December 2013 - April 2015
Wearable World June 2013 - December 2013
Fisher Investments June 2011 - May 2012
Skills
Lead Generation, Strategic Partnerships, Online Advertising, Digital Marketing, SEM, Online Marketing, Start-ups, Mobile Marketing, Digital Strategy, Program Management, Analytics, Entrepreneurship, PPC, SaaS, Mobile Advertising, Kicking Ass, Poetry, Hand to Hand Combat, Threat Management, Stand-up Comedy, Table Tennis
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Finance
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor's degree, Finance Major
Trevor Williams Trevor Williams's Fisher Investments Experience December 2011 - March 2012
Job Investment Analyst at C.M. Capital Advisors
Industry Investment Management
Experience
C.M. Capital Advisors January 2014 - Present
ICONIQ Capital July 2013 - January 2014
Bloomberg LP June 2012 - August 2012
Fisher Investments December 2011 - March 2012
Stone & Youngberg May 2011 - August 2011
Skills
Financial Analysis, Research, PowerPoint, Microsoft Office, Market Research, Marketing Strategy, Bloomberg Terminal
Education
Santa Clara University 2011 — 2013
Political Science
The Johns Hopkins University 2009 — 2011
Political Science
Menlo School 2005 — 2009
C.M. Capital Advisors January 2014 - Present
ICONIQ Capital July 2013 - January 2014
Bloomberg LP June 2012 - August 2012
Fisher Investments December 2011 - March 2012
Stone & Youngberg May 2011 - August 2011
Skills
Financial Analysis, Research, PowerPoint, Microsoft Office, Market Research, Marketing Strategy, Bloomberg Terminal
Education
Santa Clara University 2011 — 2013
Political Science
The Johns Hopkins University 2009 — 2011
Political Science
Menlo School 2005 — 2009
Edward Flores Edward Flores's Fisher Investments Experience November 2009 - May 2012
Job Content Specialist, In Writing LLC
Industry Financial Services
Experience
In Writing, LLC August 2012 - Present
Fisher Investments November 2009 - May 2012
Fisher Investments November 2006 - November 2009
New England Financial June 2004 - September 2006
Skills
Content Management, Content Strategy, Content Writing, Capital Markets, Technical Writing, News Writing, Newsletters, Social Media Marketing, Copywriting, Writing, Managing Client..., Corporate Blogging, Macroeconomics, Creative Writing, Consulting, Blogging, Stock Market, Financial Services, Financial Markets, Marketing, Marketing Strategy, Market Research, Entrepreneurship, Equities, Market Analysis, Capital Markets Analysis
Education
Vanderbilt University 2000 — 2004
BA, Economics and English
London School of Economics and Political Science
In Writing, LLC August 2012 - Present
Fisher Investments November 2009 - May 2012
Fisher Investments November 2006 - November 2009
New England Financial June 2004 - September 2006
Skills
Content Management, Content Strategy, Content Writing, Capital Markets, Technical Writing, News Writing, Newsletters, Social Media Marketing, Copywriting, Writing, Managing Client..., Corporate Blogging, Macroeconomics, Creative Writing, Consulting, Blogging, Stock Market, Financial Services, Financial Markets, Marketing, Marketing Strategy, Market Research, Entrepreneurship, Equities, Market Analysis, Capital Markets Analysis
Education
Vanderbilt University 2000 — 2004
BA, Economics and English
London School of Economics and Political Science
Eleanor Hilton Eleanor Hilton's Fisher Investments Experience November 2013 - August 2014
Job Children's Librarian, Jackson County Library Services Medford Branch
Industry Libraries
Experience
Asset International August 2014 - Present
Fisher Investments November 2013 - August 2014
Asset International December 2011 - November 2013
L.E.K. Consulting November 2012 - May 2013
Arnold Worldwide September 2012 - November 2012
OfficeTeam January 2010 - March 2011
City of Medford, OR Parks and Recreation June 2006 - August 2009
Denison Library at Scripps College August 2005 - May 2009
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Research, Editing, Event Management, Customer Service, Event Planning, Public Speaking, Social Media Marketing, HTML, Fundraising, Data Analysis, Management, Advertising, Strategic Planning, Marketing Strategy, Facebook, Negotiation, New Business Development, Library, Social Networking, WordPress
Education
Simmons College 2011 — 2013
Master of Library & Information Science (MLIS), Business Information Services and Corporate/Academic Libraries
Scripps College 2005 — 2009
Bachelor of Arts (B.A.), Foreign Languages and Literatures, Spanish and German
Asset International August 2014 - Present
Fisher Investments November 2013 - August 2014
Asset International December 2011 - November 2013
L.E.K. Consulting November 2012 - May 2013
Arnold Worldwide September 2012 - November 2012
OfficeTeam January 2010 - March 2011
City of Medford, OR Parks and Recreation June 2006 - August 2009
Denison Library at Scripps College August 2005 - May 2009
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Research, Editing, Event Management, Customer Service, Event Planning, Public Speaking, Social Media Marketing, HTML, Fundraising, Data Analysis, Management, Advertising, Strategic Planning, Marketing Strategy, Facebook, Negotiation, New Business Development, Library, Social Networking, WordPress
Education
Simmons College 2011 — 2013
Master of Library & Information Science (MLIS), Business Information Services and Corporate/Academic Libraries
Scripps College 2005 — 2009
Bachelor of Arts (B.A.), Foreign Languages and Literatures, Spanish and German
Alan Grady Alan Grady's Fisher Investments Experience August 2011 - November 2011
Job Program Manager at Google
Industry Research
Experience
Google November 2011 - Present
Fisher Investments August 2011 - November 2011
Video Amusement, South San Francisco, CA February 2010 - July 2011
Skills
Brazilian Portuguese, Customer Satisfaction, Logistics, Spanish, Emerging Markets, Management, Sales, Social Media, Data Analysis, Time Management, Leadership, Social Networking, Event Planning, PowerPoint, Microsoft Excel, Social Media Marketing, Research, Customer Service
Education
Sonoma State University 2005 — 2009
Bachelor's of Arts in Sociology, Research Methodology and Quantitative Methods
Jim Russell Racing Drivers School
Highway Safety / Defensive Driving
Google November 2011 - Present
Fisher Investments August 2011 - November 2011
Video Amusement, South San Francisco, CA February 2010 - July 2011
Skills
Brazilian Portuguese, Customer Satisfaction, Logistics, Spanish, Emerging Markets, Management, Sales, Social Media, Data Analysis, Time Management, Leadership, Social Networking, Event Planning, PowerPoint, Microsoft Excel, Social Media Marketing, Research, Customer Service
Education
Sonoma State University 2005 — 2009
Bachelor's of Arts in Sociology, Research Methodology and Quantitative Methods
Jim Russell Racing Drivers School
Highway Safety / Defensive Driving
Zarina Khan's Fisher Investments Experience July 2011 - February 2012
Job Account Executive at Zenefits
Industry Internet
Experience
Zenefits September 2015 - Present
ClearSlide November 2014 - September 2015
LinkedIn June 2014 - November 2014
LinkedIn July 2013 - June 2014
LinkedIn May 2013 - July 2013
LinkedIn January 2013 - May 2013
LinkedIn September 2012 - January 2013
LinkedIn February 2012 - September 2012
Fisher Investments July 2011 - February 2012
Associated Students of the University of California May 2010 - February 2012
Education
University of California, Berkeley 2007 — 2011
B.A., International Political Economy [Concentration: Globalization], Political Science
The London School of Economics and Political Science (LSE) 2010 — 2010
International Relations
Notre Dame High School 2003 — 2007
High School Diploma, Cumulative GPA: 4.5
Zenefits September 2015 - Present
ClearSlide November 2014 - September 2015
LinkedIn June 2014 - November 2014
LinkedIn July 2013 - June 2014
LinkedIn May 2013 - July 2013
LinkedIn January 2013 - May 2013
LinkedIn September 2012 - January 2013
LinkedIn February 2012 - September 2012
Fisher Investments July 2011 - February 2012
Associated Students of the University of California May 2010 - February 2012
Education
University of California, Berkeley 2007 — 2011
B.A., International Political Economy [Concentration: Globalization], Political Science
The London School of Economics and Political Science (LSE) 2010 — 2010
International Relations
Notre Dame High School 2003 — 2007
High School Diploma, Cumulative GPA: 4.5
Stephen Manning Stephen Manning's Fisher Investments Experience August 2015 - Present
Job Marketing Strategy Analyst at Fisher Investments
Industry Investment Management
Experience
Fisher Investments August 2015 - Present
Fisher Investments February 2014 - July 2015
Verifeed June 2013 - November 2013
Coldwell Banker Residential Brokerage September 2012 - May 2013
Canyon News May 2012 - January 2013
Canyon News May 2012 - August 2012
GolinHarris June 2011 - August 2011
Skills
Social Media, Editing, Public Relations, New Media, Start-ups, Final Cut Pro, InDesign, Wordpress, Marketing, Copy Editing, Lead Generation, Copywriting, Microsoft Access, Google Adwords, Inbound Marketing, Direct Response, Display Advertising, Radio Advertising, Print Advertising, Direct Marketing, Lead Cultivation, Program Management, Project Management, Remarketing, Content Marketing, Microsoft Dynamics, Media Planning, Campaign Management
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
The Webb School of California 2005 — 2009
Fisher Investments August 2015 - Present
Fisher Investments February 2014 - July 2015
Verifeed June 2013 - November 2013
Coldwell Banker Residential Brokerage September 2012 - May 2013
Canyon News May 2012 - January 2013
Canyon News May 2012 - August 2012
GolinHarris June 2011 - August 2011
Skills
Social Media, Editing, Public Relations, New Media, Start-ups, Final Cut Pro, InDesign, Wordpress, Marketing, Copy Editing, Lead Generation, Copywriting, Microsoft Access, Google Adwords, Inbound Marketing, Direct Response, Display Advertising, Radio Advertising, Print Advertising, Direct Marketing, Lead Cultivation, Program Management, Project Management, Remarketing, Content Marketing, Microsoft Dynamics, Media Planning, Campaign Management
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
The Webb School of California 2005 — 2009
David O'Rear's Fisher Investments Experience July 2013 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments July 2013 - Present
Fisher Investments August 2011 - July 2013
Image LIne Communications Ltd November 2009 - December 2009
CamWest Development Inc. June 2008 - September 2008
Skills
Account Reconciliation, Accounting, Management, Marketing, Financial Statements, Cold Calling, Sales, Financial Analysis, Microsoft Excel, Account Management, Forecasting, Time Management, Customer Service
Education
Santa Clara University - Leavey School of Business 2007 — 2011
Bachelor of Science, Business Finance, Communication
Foundation for International Education 2009 — 2009
General Business
Imperial College
Fisher Investments July 2013 - Present
Fisher Investments August 2011 - July 2013
Image LIne Communications Ltd November 2009 - December 2009
CamWest Development Inc. June 2008 - September 2008
Skills
Account Reconciliation, Accounting, Management, Marketing, Financial Statements, Cold Calling, Sales, Financial Analysis, Microsoft Excel, Account Management, Forecasting, Time Management, Customer Service
Education
Santa Clara University - Leavey School of Business 2007 — 2011
Bachelor of Science, Business Finance, Communication
Foundation for International Education 2009 — 2009
General Business
Imperial College
Daniel Geballe Daniel Geballe's Fisher Investments Experience 2007 - 2008
Job Associate at SJF Ventures
Industry Venture Capital & Private Equity
Experience
SJF Ventures 2013 - Present
DBL Investors 2012 - 2012
Corporation for Enterprise Development 2008 - 2011
Fisher Investments 2007 - 2008
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Yale School of Forestry and Environmental Studies
Master's degree
Yale University
Bachelor's degree
SJF Ventures 2013 - Present
DBL Investors 2012 - 2012
Corporation for Enterprise Development 2008 - 2011
Fisher Investments 2007 - 2008
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Yale School of Forestry and Environmental Studies
Master's degree
Yale University
Bachelor's degree
Jordan Anderson's Fisher Investments Experience March 2013 - October 2013
Job Investment Associate
Industry Financial Services
Experience
Financial Industry October 2013 - Present
Fisher Investments March 2013 - October 2013
P.F. Chang's China Bistro July 2012 - February 2013
Bailey Gatzert Elementary School April 2012 - June 2012
T-Mobile June 2011 - September 2011
Marine Hills Aquatic Club June 2010 - August 2010
Nike July 2009 - September 2009
Skills
Leadership, Management, Access, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Social Networking, Team Leadership, Outlook, Data Mining, Data Analysis, SQL, Public Speaking, Coaching, Sales, Teamwork, Analysis
Education
Seattle University 2008 — 2012
Business Economics, Business Economics, Finance, Accounting, Marketing, Business Ethics, Business Communications
Financial Industry October 2013 - Present
Fisher Investments March 2013 - October 2013
P.F. Chang's China Bistro July 2012 - February 2013
Bailey Gatzert Elementary School April 2012 - June 2012
T-Mobile June 2011 - September 2011
Marine Hills Aquatic Club June 2010 - August 2010
Nike July 2009 - September 2009
Skills
Leadership, Management, Access, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Social Networking, Team Leadership, Outlook, Data Mining, Data Analysis, SQL, Public Speaking, Coaching, Sales, Teamwork, Analysis
Education
Seattle University 2008 — 2012
Business Economics, Business Economics, Finance, Accounting, Marketing, Business Ethics, Business Communications
Sean J. Conti, CRPC's Fisher Investments Experience August 2013 - January 2014
Job Financial Services Professional
Industry Financial Services
Experience
3266 Partners, LLC. August 2008 - Present
Sowell Management Services December 2014 - May 2015
Actinver Securities February 2014 - November 2014
Fisher Investments August 2013 - January 2014
Fidelity Investments January 2010 - August 2013
Fidelity Investments January 2001 - January 2010
Fidelity Investments January 1999 - January 2001
Fidelity Investments May 1998 - January 1999
American Express August 1996 - May 1998
ClubCorp May 1992 - August 1996
Skills
Mutual Funds, Retirement, 401k, Investments, Financial Services, Retirement Planning, Fixed Annuities, Financial Planning, Series 7, Securities, Series 63, Financial Advisory, Finance, Strategic Financial..., Employee Benefits, Asset Allocation, Estate Planning, Investment Strategies, Defined Contribution, Relationship Management, FINRA, Portfolio Management, Uniform Combined State..., Qualified Retirement..., Defined Benefit, Retirement Plan..., Pensions, Series 6, Modern Portfolio Theory, Series 9/10, Annuities, Consultative Selling, Series 65, Training, Wealth Management, Leadership, Management, Sales, Asset Management, Investment Advisory, Team Building, Team Leadership, Team Management, Team Motivation, Project Management, Client Relations, Client Education, Client Presentation, Sales Operations, Sales Presentations
Education
Tulane University - A.B. Freeman School of Business 2003 — 2004
MBA Certificate, Finance, General, 4.0
Texas Tech University 1987 — 1990
BS, Physical Education
St. Mary's University 1984 — 1987
N/A, Economics
St. Thomas High School, Houston, TX 1980 — 1984
Diploma
3266 Partners, LLC. August 2008 - Present
Sowell Management Services December 2014 - May 2015
Actinver Securities February 2014 - November 2014
Fisher Investments August 2013 - January 2014
Fidelity Investments January 2010 - August 2013
Fidelity Investments January 2001 - January 2010
Fidelity Investments January 1999 - January 2001
Fidelity Investments May 1998 - January 1999
American Express August 1996 - May 1998
ClubCorp May 1992 - August 1996
Skills
Mutual Funds, Retirement, 401k, Investments, Financial Services, Retirement Planning, Fixed Annuities, Financial Planning, Series 7, Securities, Series 63, Financial Advisory, Finance, Strategic Financial..., Employee Benefits, Asset Allocation, Estate Planning, Investment Strategies, Defined Contribution, Relationship Management, FINRA, Portfolio Management, Uniform Combined State..., Qualified Retirement..., Defined Benefit, Retirement Plan..., Pensions, Series 6, Modern Portfolio Theory, Series 9/10, Annuities, Consultative Selling, Series 65, Training, Wealth Management, Leadership, Management, Sales, Asset Management, Investment Advisory, Team Building, Team Leadership, Team Management, Team Motivation, Project Management, Client Relations, Client Education, Client Presentation, Sales Operations, Sales Presentations
Education
Tulane University - A.B. Freeman School of Business 2003 — 2004
MBA Certificate, Finance, General, 4.0
Texas Tech University 1987 — 1990
BS, Physical Education
St. Mary's University 1984 — 1987
N/A, Economics
St. Thomas High School, Houston, TX 1980 — 1984
Diploma
Chris Mattox's Fisher Investments Experience May 2014 - Present
Job Regional Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2014 - Present
Fidelity Investments May 2012 - May 2014
Helix Trading July 2011 - May 2012
Fidelity Investments June 2010 - June 2011
Fidelity Investments January 2007 - June 2010
Fidelity Investments July 2006 - December 2006
Fidelity Investments December 2004 - June 2006
Fidelity Investments October 2004 - November 2004
Edward Jones May 2004 - October 2004
Dynegy May 2001 - December 2003
Skills
Investments, Portfolio Management, Equities, Mutual Funds, Wealth Management, Strategic Financial..., Fixed Income, Trading, Mergers & Acquisitions, Strategy, Series 7, Management, Series 63, Retirement Planning, Financial Services, Investment Management, Hedge Funds, Sales Management, ETFs, Business Development, Entrepreneurship, Financial Planning
Education
Texas A&M University 2000 — 2004
Bachelor of Science, Economics
Texas A&M University, College 2000 — 2004
Bachelor of Science, Economics
Fisher Investments May 2014 - Present
Fidelity Investments May 2012 - May 2014
Helix Trading July 2011 - May 2012
Fidelity Investments June 2010 - June 2011
Fidelity Investments January 2007 - June 2010
Fidelity Investments July 2006 - December 2006
Fidelity Investments December 2004 - June 2006
Fidelity Investments October 2004 - November 2004
Edward Jones May 2004 - October 2004
Dynegy May 2001 - December 2003
Skills
Investments, Portfolio Management, Equities, Mutual Funds, Wealth Management, Strategic Financial..., Fixed Income, Trading, Mergers & Acquisitions, Strategy, Series 7, Management, Series 63, Retirement Planning, Financial Services, Investment Management, Hedge Funds, Sales Management, ETFs, Business Development, Entrepreneurship, Financial Planning
Education
Texas A&M University 2000 — 2004
Bachelor of Science, Economics
Texas A&M University, College 2000 — 2004
Bachelor of Science, Economics
Andrew Shepard's Fisher Investments Experience August 2004 - January 2005
Job
Industry Computer Software
Experience
DeVero, Inc. June 2013 - Present
Sequoia Benefits January 2011 - January 2013
Wells Fargo Institutonal Securities November 2009 - January 2011
Wells Fargo Institutional Brokerage and Sales June 2005 - November 2009
Fisher Investments August 2004 - January 2005
Lindquist, L.L.P., CPA January 2004 - May 2004
Skills
Portfolio Management, Equities, Management, Series 63, Banking, Series 7, Investments, CRM, Six Sigma, Financial Services, Finance, Leadership, Financial Analysis, Commercial Banking, Bloomberg, Securities, Commercial Lending, Credit Analysis, Investment Management, Mortgage Lending, Investment Strategies, Risk Management, Underwriting, Retirement Planning, Mutual Funds, Wealth Management, Strategy, Treasury Management, Fixed Income, Business Development, Loans, Sales, Trading, Credit, Insurance, Strategic Financial..., Cash Management, Asset Management, Employee Benefits, Relationship Management, Capital Markets, Retirement, Financial Modeling, Mergers & Acquisitions, Life Insurance, Salesforce.com, 401k, Human Resources, Valuation, Alternative Investments
Education
Santa Clara University 1999 — 2003
Bachelor of Science
DeVero, Inc. June 2013 - Present
Sequoia Benefits January 2011 - January 2013
Wells Fargo Institutonal Securities November 2009 - January 2011
Wells Fargo Institutional Brokerage and Sales June 2005 - November 2009
Fisher Investments August 2004 - January 2005
Lindquist, L.L.P., CPA January 2004 - May 2004
Skills
Portfolio Management, Equities, Management, Series 63, Banking, Series 7, Investments, CRM, Six Sigma, Financial Services, Finance, Leadership, Financial Analysis, Commercial Banking, Bloomberg, Securities, Commercial Lending, Credit Analysis, Investment Management, Mortgage Lending, Investment Strategies, Risk Management, Underwriting, Retirement Planning, Mutual Funds, Wealth Management, Strategy, Treasury Management, Fixed Income, Business Development, Loans, Sales, Trading, Credit, Insurance, Strategic Financial..., Cash Management, Asset Management, Employee Benefits, Relationship Management, Capital Markets, Retirement, Financial Modeling, Mergers & Acquisitions, Life Insurance, Salesforce.com, 401k, Human Resources, Valuation, Alternative Investments
Education
Santa Clara University 1999 — 2003
Bachelor of Science
Eva Glasrud Eva Glasrud's Fisher Investments Experience July 2013 - December 2013
Job Marketing and Portfolio at K9 Ventures
Industry Market Research
Experience
StudyDog January 2012 - Present
Fisher Investments July 2013 - December 2013
Intuit June 2013 - August 2013
Quora December 2012 - July 2013
K9 Ventures March 2013 - May 2013
Trubates April 2011 - February 2012
Calibre One December 2010 - March 2011
Financial Engines November 2010 - January 2011
Experiment in International Living June 2010 - August 2010
Department of the Interior June 2009 - August 2009
Skills
Blogging, Qualitative Research, Social Media, Leadership, Social Media Marketing, Recruiting, Research, Email Marketing, Facebook, Marketing, Online Advertising, Analysis, Advertising, Entrepreneurship, Market Research, Social Networking, Public Speaking, Editing, Writing
Education
Stanford University 2009 — 2010
M.A., Psychology
Stanford University 2005 — 2009
B.A., Psychology
University of Oxford 2007 — 2007
Semester Abroad
Phillips Exeter Academy 2001 — 2005
Classical Diploma
StudyDog January 2012 - Present
Fisher Investments July 2013 - December 2013
Intuit June 2013 - August 2013
Quora December 2012 - July 2013
K9 Ventures March 2013 - May 2013
Trubates April 2011 - February 2012
Calibre One December 2010 - March 2011
Financial Engines November 2010 - January 2011
Experiment in International Living June 2010 - August 2010
Department of the Interior June 2009 - August 2009
Skills
Blogging, Qualitative Research, Social Media, Leadership, Social Media Marketing, Recruiting, Research, Email Marketing, Facebook, Marketing, Online Advertising, Analysis, Advertising, Entrepreneurship, Market Research, Social Networking, Public Speaking, Editing, Writing
Education
Stanford University 2009 — 2010
M.A., Psychology
Stanford University 2005 — 2009
B.A., Psychology
University of Oxford 2007 — 2007
Semester Abroad
Phillips Exeter Academy 2001 — 2005
Classical Diploma
Catherine Millmann's Fisher Investments Experience June 2013 - June 2014
Job Associate with SEBA International
Industry Staffing and Recruiting
Experience
SEBA International August 2015 - Present
U.C.E.T.A.M. December 2014 - June 2015
Senado October 2014 - January 2015
Fisher Investments June 2013 - June 2014
Bon Appétit Management Company October 2011 - September 2013
Nugget Market, Inc. September 2008 - January 2011
Skills
Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Stata, Spanish Language Study..., French Language Study..., German Language and..., Superior Client Service, Cold Calling Experience, Friendly Demeanor, Phone Etiquette, Flexible to Change, Quick & Eager Learner, Facebook, Cold Calling, Public Speaking, Communication, Customer Service, Leadership, Social Media, Research, Event Planning, Social Networking
Education
Santa Clara University 2010 — 2014
Bachelor of Science (BS), Economics
University of Freiburg 2012 — 2012
International Economics, IES Abroad European Union, 3.6 GPA
Vacaville High School 2006 — 2010
4.1 GPA
SEBA International August 2015 - Present
U.C.E.T.A.M. December 2014 - June 2015
Senado October 2014 - January 2015
Fisher Investments June 2013 - June 2014
Bon Appétit Management Company October 2011 - September 2013
Nugget Market, Inc. September 2008 - January 2011
Skills
Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Stata, Spanish Language Study..., French Language Study..., German Language and..., Superior Client Service, Cold Calling Experience, Friendly Demeanor, Phone Etiquette, Flexible to Change, Quick & Eager Learner, Facebook, Cold Calling, Public Speaking, Communication, Customer Service, Leadership, Social Media, Research, Event Planning, Social Networking
Education
Santa Clara University 2010 — 2014
Bachelor of Science (BS), Economics
University of Freiburg 2012 — 2012
International Economics, IES Abroad European Union, 3.6 GPA
Vacaville High School 2006 — 2010
4.1 GPA
Adam Duarte Adam Duarte's Fisher Investments Experience September 2013 - Present
Job Application Developer at Fisher Investments
Industry Investment Management
Experience
Fisher Investments September 2013 - Present
American Bank N.A. July 2010 - September 2013
CITGO Petroleum May 2003 - June 2010
Skills
Web Applications, SharePoint, Software Development, Software Project..., Software Documentation, Software Engineering, ASP.NET, ASP.NET MVC, CSS3, Web Design, Web Development, Web Service Development, IIS, WPF Development, WinForms, Console Applications, Microsoft SQL Server, Microsoft Office..., Unit Testing, Oracle PL/SQL..., MVC Architecture, Software Estimation, Project Server, Web Content Creation, Adobe LiveCycle Designer, Adobe Creative Suite, Adobe Acrobat, T-SQL, VB.NET, LINQ, Software Design, Crystal Reports, SOAP, Database Design, SSRS, Web Services, ASP.NET AJAX, C#, jQuery, JavaScript, Test Driven Development, WPF, MVC, JSON, AJAX, HTML 5, REST, Agile Project Management
Education
Texas A&M University-Corpus Christi 2000 — 2004
Bachelor of Science (BS), Computer Science
Fisher Investments September 2013 - Present
American Bank N.A. July 2010 - September 2013
CITGO Petroleum May 2003 - June 2010
Skills
Web Applications, SharePoint, Software Development, Software Project..., Software Documentation, Software Engineering, ASP.NET, ASP.NET MVC, CSS3, Web Design, Web Development, Web Service Development, IIS, WPF Development, WinForms, Console Applications, Microsoft SQL Server, Microsoft Office..., Unit Testing, Oracle PL/SQL..., MVC Architecture, Software Estimation, Project Server, Web Content Creation, Adobe LiveCycle Designer, Adobe Creative Suite, Adobe Acrobat, T-SQL, VB.NET, LINQ, Software Design, Crystal Reports, SOAP, Database Design, SSRS, Web Services, ASP.NET AJAX, C#, jQuery, JavaScript, Test Driven Development, WPF, MVC, JSON, AJAX, HTML 5, REST, Agile Project Management
Education
Texas A&M University-Corpus Christi 2000 — 2004
Bachelor of Science (BS), Computer Science
Jesus Leon Guerrero Jesus Leon Guerrero's Fisher Investments Experience September 2010 - November 2012
Job Credit Analyst at Bank of Guam
Industry Financial Services
Experience
Bank of Guam November 2012 - Present
Fisher Investments September 2010 - November 2012
Bank of Guam June 2009 - August 2009
Skills
Financial Analysis, Credit, Financial Services, Business Analysis, Customer Service, Banking
Education
Santa Clara University 2006 — 2010
Bachelor of Science in Commerce, Finance
Bank of Guam November 2012 - Present
Fisher Investments September 2010 - November 2012
Bank of Guam June 2009 - August 2009
Skills
Financial Analysis, Credit, Financial Services, Business Analysis, Customer Service, Banking
Education
Santa Clara University 2006 — 2010
Bachelor of Science in Commerce, Finance
Ryan Giammona Ryan Giammona's Fisher Investments Experience January 2010 - June 2012
Job AVP, Project Manager at Bank of the West
Industry Financial Services
Experience
Bank of the West June 2012 - Present
Fisher Investments January 2010 - June 2012
Sonoma County Economic Development Board July 2008 - January 2009
Ameriprise Financial October 2007 - June 2008
Education
Sonoma State University 2005 — 2009
B.S., Business Administration, Finance/Financial Management
Northgate High School 2001 — 2005
Bank of the West June 2012 - Present
Fisher Investments January 2010 - June 2012
Sonoma County Economic Development Board July 2008 - January 2009
Ameriprise Financial October 2007 - June 2008
Education
Sonoma State University 2005 — 2009
B.S., Business Administration, Finance/Financial Management
Northgate High School 2001 — 2005
Steve Tradd's Fisher Investments Experience August 2008 - July 2009
Job Branch Manager at Robert Half
Industry Staffing and Recruiting
Experience
Robert Half August 2015 - Present
Robert Half October 2012 - August 2015
Robert Half September 2011 - September 2012
Robert Half September 2009 - September 2011
Fisher Investments August 2008 - July 2009
Hillstone Restaurant Group August 2006 - July 2008
Skills
Hiring, Customer Service, Microsoft Office, Administration, Account Management, Temporary Placement, Recruiting, System Administration, Accounting, Employee Relations, Training, Management, Human Resources, Leadership, Finance, Sales, Payroll, Marketing, Cold Calling, Consulting, Staffing Services, Temporary Staffing, Employee Benefits
Education
University of Central Florida - College of Business Administration 2006 — 2007
Bachelors, Finance
Santa Fe Community College 2004 — 2006
Associate's degree, Accounting and Business/Management
Robert Half August 2015 - Present
Robert Half October 2012 - August 2015
Robert Half September 2011 - September 2012
Robert Half September 2009 - September 2011
Fisher Investments August 2008 - July 2009
Hillstone Restaurant Group August 2006 - July 2008
Skills
Hiring, Customer Service, Microsoft Office, Administration, Account Management, Temporary Placement, Recruiting, System Administration, Accounting, Employee Relations, Training, Management, Human Resources, Leadership, Finance, Sales, Payroll, Marketing, Cold Calling, Consulting, Staffing Services, Temporary Staffing, Employee Benefits
Education
University of Central Florida - College of Business Administration 2006 — 2007
Bachelors, Finance
Santa Fe Community College 2004 — 2006
Associate's degree, Accounting and Business/Management
Ben Carson Ben Carson's Fisher Investments Experience May 2013 - Present
Job Investment Counselor at Fisher Investments
Industry Research
Experience
Fisher Investments May 2013 - Present
Ducks Unlimited Vancouver Chapter August 2009 - Present
Waddell & Reed August 2009 - April 2013
Skills
Business Development, Relationship Management, Investment Strategies, Investment Advisory, Strategic Financial..., Microsoft Excel, Financial Modeling, Financial Analysis, Risk Management, Cash Flow Optimization, Finance, Marketing, Accounting
Education
The American College 2012 — 2014
Certified Financial Planner, Personal Financial Planning
Washington State University - College of Business and Economics 2005 — 2009
B.A. Business Administration, Finance
Fisher Investments May 2013 - Present
Ducks Unlimited Vancouver Chapter August 2009 - Present
Waddell & Reed August 2009 - April 2013
Skills
Business Development, Relationship Management, Investment Strategies, Investment Advisory, Strategic Financial..., Microsoft Excel, Financial Modeling, Financial Analysis, Risk Management, Cash Flow Optimization, Finance, Marketing, Accounting
Education
The American College 2012 — 2014
Certified Financial Planner, Personal Financial Planning
Washington State University - College of Business and Economics 2005 — 2009
B.A. Business Administration, Finance
Adamo Furgiuele's Fisher Investments Experience February 2010 - November 2010
Job Business Intelligence Analyst at AssetMark
Industry Financial Services
Experience
AssetMark January 2014 - Present
Gilead Sciences September 2013 - January 2014
BlackRock November 2010 - May 2013
Fisher Investments February 2010 - November 2010
Fisher Investments March 2008 - February 2010
CoreLogic September 2005 - January 2008
CoreLogic November 2004 - September 2005
Skills
Tableau, Salesforce.com, MicroStrategy, QlikView, Microsoft SQL Server, Data Analysis, CRM, Business Intelligence, Analytics, Financial Services, Business Analysis, Access, Report Building, Database Management, SQL, Finance, Management, Database Admin, Cash Flow Forecasting, Excel, Business Objects, Crystal Reports, PowerPoint, Leadership, Citrix, Forecasting, Microsoft Excel, Project Management, Snowflake Schema, Star Schema, Identifying New..., Report Generation, Word, Operations, WebEx, Dashboard Builder
Education
Syracuse University 1999 — 2003
B.A., Political Science
AssetMark January 2014 - Present
Gilead Sciences September 2013 - January 2014
BlackRock November 2010 - May 2013
Fisher Investments February 2010 - November 2010
Fisher Investments March 2008 - February 2010
CoreLogic September 2005 - January 2008
CoreLogic November 2004 - September 2005
Skills
Tableau, Salesforce.com, MicroStrategy, QlikView, Microsoft SQL Server, Data Analysis, CRM, Business Intelligence, Analytics, Financial Services, Business Analysis, Access, Report Building, Database Management, SQL, Finance, Management, Database Admin, Cash Flow Forecasting, Excel, Business Objects, Crystal Reports, PowerPoint, Leadership, Citrix, Forecasting, Microsoft Excel, Project Management, Snowflake Schema, Star Schema, Identifying New..., Report Generation, Word, Operations, WebEx, Dashboard Builder
Education
Syracuse University 1999 — 2003
B.A., Political Science
Bryce Buckley's Fisher Investments Experience April 2013 - July 2013
Job SEC Reporting Manager at Cash America
Industry Financial Services
Experience
Cash America March 2015 - Present
Cash America June 2014 - March 2015
Cash America November 2013 - June 2014
Fisher Investments April 2013 - July 2013
The Standard July 2012 - March 2013
Standard Insurance Company August 2011 - July 2012
Standard Insurance Company January 2009 - July 2011
Standard Insurance Company December 2007 - January 2009
Halliburton October 2004 - November 2007
Skills
corporate, Media Relations, investor relations, Insurance, Financial Analysis, Competitive Intelligence, Copywriting, Press Releases, Accounting
Education
Texas A&M University 1999 — 2004
Bachelor's degree, Accounting
Texas A&M University 1999 — 2004
Master's degree, Accounting
Cash America March 2015 - Present
Cash America June 2014 - March 2015
Cash America November 2013 - June 2014
Fisher Investments April 2013 - July 2013
The Standard July 2012 - March 2013
Standard Insurance Company August 2011 - July 2012
Standard Insurance Company January 2009 - July 2011
Standard Insurance Company December 2007 - January 2009
Halliburton October 2004 - November 2007
Skills
corporate, Media Relations, investor relations, Insurance, Financial Analysis, Competitive Intelligence, Copywriting, Press Releases, Accounting
Education
Texas A&M University 1999 — 2004
Bachelor's degree, Accounting
Texas A&M University 1999 — 2004
Master's degree, Accounting
Ben Kirby Ben Kirby's Fisher Investments Experience August 2011 - December 2011
Job Consultant at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
Deloitte June 2013 - August 2013
NetApp June 2012 - August 2012
Fisher Investments August 2011 - December 2011
City of Campbell Recreation June 2009 - August 2011
Skills
Access, Microsoft Excel, CRM, Salesforce.com, PowerPoint, Oracle E-Business Suite
Education
Santa Clara University - Leavey School of Business 2010 — 2014
Bachelor of Science (B.S.), Accounting and Economics, Senior
Bellarmine College Preparatory 2006 — 2010
Diploma
Deloitte September 2014 - Present
Deloitte June 2013 - August 2013
NetApp June 2012 - August 2012
Fisher Investments August 2011 - December 2011
City of Campbell Recreation June 2009 - August 2011
Skills
Access, Microsoft Excel, CRM, Salesforce.com, PowerPoint, Oracle E-Business Suite
Education
Santa Clara University - Leavey School of Business 2010 — 2014
Bachelor of Science (B.S.), Accounting and Economics, Senior
Bellarmine College Preparatory 2006 — 2010
Diploma
Alan B. Zinkin Alan B. Zinkin's Fisher Investments Experience January 2013 - January 2015
Job Senior Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management March 2015 - Present
Longrun Acquisitions LLC 2006 - Present
Fisher Investments January 2013 - January 2015
Marathon Asset Management LLC 2006 - 2013
USAA Investment Management Company 2002 - 2006
ManagerLink.com / gTranz.com / QRex.com 2000 - 2002
KPMG Peat Marwick Consulting 1996 - 1999
Andersen Consulting 1993 - 1995
Optima Group 1991 - 1993
New York Life Insurance Company 1989 - 1991
Skills
Investments, Wealth Management, Asset Managment, Private Equity, Portfolio Management, Asset Allocation, Management Consulting, Product Development, Mutual Funds, Investment Strategies, Alternative Investments, Financial Services, Marketing Strategy, Entrepreneurship, Series 63, Series 65, Angel Investing, Investment Management, Growth Strategy..., Equities, Finance, Real Estate, Risk Management, Financial Advisory, Securities, Strategic Financial..., Consulting, Financial Markets, Executive Management, Capital Markets, Fixed Income, Investment Banking, Growth Strategies, Venture Capital, Distribution Strategy, Series 3, Integrity, Asset Management, Business Development, Funding, Hedge Funds, Investment Advisory, Due Diligence, Financial Planning
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance & Marketing
University of Pennsylvania 1984 — 1987
BA, Economics
University of Pennsylvania - The Wharton School 1984 — 1987
BBA, Finance
BNY Mellon Wealth Management March 2015 - Present
Longrun Acquisitions LLC 2006 - Present
Fisher Investments January 2013 - January 2015
Marathon Asset Management LLC 2006 - 2013
USAA Investment Management Company 2002 - 2006
ManagerLink.com / gTranz.com / QRex.com 2000 - 2002
KPMG Peat Marwick Consulting 1996 - 1999
Andersen Consulting 1993 - 1995
Optima Group 1991 - 1993
New York Life Insurance Company 1989 - 1991
Skills
Investments, Wealth Management, Asset Managment, Private Equity, Portfolio Management, Asset Allocation, Management Consulting, Product Development, Mutual Funds, Investment Strategies, Alternative Investments, Financial Services, Marketing Strategy, Entrepreneurship, Series 63, Series 65, Angel Investing, Investment Management, Growth Strategy..., Equities, Finance, Real Estate, Risk Management, Financial Advisory, Securities, Strategic Financial..., Consulting, Financial Markets, Executive Management, Capital Markets, Fixed Income, Investment Banking, Growth Strategies, Venture Capital, Distribution Strategy, Series 3, Integrity, Asset Management, Business Development, Funding, Hedge Funds, Investment Advisory, Due Diligence, Financial Planning
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance & Marketing
University of Pennsylvania 1984 — 1987
BA, Economics
University of Pennsylvania - The Wharton School 1984 — 1987
BBA, Finance
Gene Craig's Fisher Investments Experience 2001 - 2006
Job Financial Advisor at Level Four Wealth Management
Industry Investment Management
Experience
Level Four Wealth Management December 2014 - Present
TDECU Wealth Advisors July 2010 - November 2014
Level Four Group April 2009 - September 2010
Zacks Investment Research 2006 - April 2009
Fisher Investments 2001 - 2006
Scottrade 1998 - 2001
Fidelity Investments 1992 - 1998
Education
Texas A&M University 1984 — 1987
Economics, Management
Ross S Sterling 1979 — 1983
Ross S Sterling
Level Four Wealth Management December 2014 - Present
TDECU Wealth Advisors July 2010 - November 2014
Level Four Group April 2009 - September 2010
Zacks Investment Research 2006 - April 2009
Fisher Investments 2001 - 2006
Scottrade 1998 - 2001
Fidelity Investments 1992 - 1998
Education
Texas A&M University 1984 — 1987
Economics, Management
Ross S Sterling 1979 — 1983
Ross S Sterling
Camille Zahniser Camille Zahniser's Fisher Investments Experience July 2008 - August 2009
Job
Industry Marketing and Advertising
Experience
Procter & Gamble August 2011 - Present
UCLA Anderson School of Management September 2009 - June 2011
Fox Searchlight Pictures 2011 - 2011
NBCUniversal, Inc. 2011 - 2011
Nestle USA 2010 - 2010
Fisher Investments July 2008 - August 2009
Fisher Investments February 2007 - July 2008
Sony Pictures Entertainment 2005 - 2005
Skills
Strategy, Digital Marketing, Analytics, Brand Management, Marketing, Direct Marketing, Cross-functional Team..., Business Development, Integrated Marketing, Leadership, Marketing Research, Management, Customer Insight, Competitive Analysis, Market Research, Market Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA
University of Southern California 2005 — 2006
Masters
The London School of Economics and Political Science (LSE) 2004 — 2005
M.Sc.
Wesleyan University 2000 — 2004
B.A.
Procter & Gamble August 2011 - Present
UCLA Anderson School of Management September 2009 - June 2011
Fox Searchlight Pictures 2011 - 2011
NBCUniversal, Inc. 2011 - 2011
Nestle USA 2010 - 2010
Fisher Investments July 2008 - August 2009
Fisher Investments February 2007 - July 2008
Sony Pictures Entertainment 2005 - 2005
Skills
Strategy, Digital Marketing, Analytics, Brand Management, Marketing, Direct Marketing, Cross-functional Team..., Business Development, Integrated Marketing, Leadership, Marketing Research, Management, Customer Insight, Competitive Analysis, Market Research, Market Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA
University of Southern California 2005 — 2006
Masters
The London School of Economics and Political Science (LSE) 2004 — 2005
M.Sc.
Wesleyan University 2000 — 2004
B.A.
Nate Saunders Nate Saunders's Fisher Investments Experience July 2008 - November 2008
Job Personal Banker at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo January 2008 - Present
Fisher Investments July 2008 - November 2008
Wells Fargo Bank May 2007 - June 2008
Lowes January 2001 - January 2004
Education
University of Oregon 2006 — 2008
BS, Business Admin, Focus in Finance, Minor Econ
Texas State University 2004 — 2006
University of Oregon
B.S, Business Administration
Wells Fargo January 2008 - Present
Fisher Investments July 2008 - November 2008
Wells Fargo Bank May 2007 - June 2008
Lowes January 2001 - January 2004
Education
University of Oregon 2006 — 2008
BS, Business Admin, Focus in Finance, Minor Econ
Texas State University 2004 — 2006
University of Oregon
B.S, Business Administration
Christine Byrne Christine Byrne's Fisher Investments Experience November 2011 - April 2012
Job Business Development Manager at Intuit, Inc.
Industry Financial Services
Experience
Intuit January 2015 - Present
Intuit April 2012 - January 2015
Fisher Investments November 2011 - April 2012
Proofpoint May 2011 - November 2011
Basic Chemical Solutions, L.L.C. June 2009 - September 2009
Basic Chemical Solutions, L.L.C. June 2008 - September 2008
Skills
Corporate Finance, Social Networking, Corporate FP&A, Financial Modeling, Financial Analysis, Economic Research, Risk Assessment
Education
Santa Clara University
Intuit January 2015 - Present
Intuit April 2012 - January 2015
Fisher Investments November 2011 - April 2012
Proofpoint May 2011 - November 2011
Basic Chemical Solutions, L.L.C. June 2009 - September 2009
Basic Chemical Solutions, L.L.C. June 2008 - September 2008
Skills
Corporate Finance, Social Networking, Corporate FP&A, Financial Modeling, Financial Analysis, Economic Research, Risk Assessment
Education
Santa Clara University
Ernest J. Martinez Ernest J. Martinez's Fisher Investments Experience June 2011 - June 2012
Job Vice President, BB&T Wealth Private Advisor
Industry Financial Services
Experience
BB&T May 2015 - Present
ICMA-RC July 2012 - May 2015
Fisher Investments June 2011 - June 2012
Wells Fargo Advisors December 2005 - May 2011
JPMorgan Chase July 2002 - December 2005
Skills
Wealth Management, Investment Management, Investment Advisory, Alternative Investments, Institutional..., Investment Strategies, Securities Licensed..., Educational Fundraising, Non-profit Leadership, Organizational...
Education
St. Mary's University
Bachelor of Business Administration, Management
BB&T May 2015 - Present
ICMA-RC July 2012 - May 2015
Fisher Investments June 2011 - June 2012
Wells Fargo Advisors December 2005 - May 2011
JPMorgan Chase July 2002 - December 2005
Skills
Wealth Management, Investment Management, Investment Advisory, Alternative Investments, Institutional..., Investment Strategies, Securities Licensed..., Educational Fundraising, Non-profit Leadership, Organizational...
Education
St. Mary's University
Bachelor of Business Administration, Management
Eric Boatwright, CFP® Eric Boatwright, CFP®'s Fisher Investments Experience May 2014 - Present
Job Regional Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2014 - Present
Principal Funds January 2012 - April 2014
Charles Schwab August 2008 - January 2012
City of Bondurant City Council January 2008 - December 2011
Positive Impact Media, Inc. May 2007 - June 2008
Pulse 99.5 FM May 2007 - June 2008
Bondurant Community Library February 2002 - December 2007
Principal Financial Group May 2006 - May 2007
Principal Financial Group March 2003 - May 2006
AXA Advisors 2002 - 2003
Skills
Series 7, 401k, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Leadership, Retirement, Wealth Management, Series 63, Investment Advisory, Securities, Fixed Annuities, Asset Allocation, Uniform Combined State..., Series 6, Investment Strategies, Asset Management, Finance, Financial Advisory, Alternative Investments, Investment Management, Portfolio Management, Estate Planning, ETFs, Financial Services
Education
Simpson College 1994 — 1997
B.A., Management, Criminal Justice
East 1988 — 1992
Diploma, 1992
Fisher Investments May 2014 - Present
Principal Funds January 2012 - April 2014
Charles Schwab August 2008 - January 2012
City of Bondurant City Council January 2008 - December 2011
Positive Impact Media, Inc. May 2007 - June 2008
Pulse 99.5 FM May 2007 - June 2008
Bondurant Community Library February 2002 - December 2007
Principal Financial Group May 2006 - May 2007
Principal Financial Group March 2003 - May 2006
AXA Advisors 2002 - 2003
Skills
Series 7, 401k, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Leadership, Retirement, Wealth Management, Series 63, Investment Advisory, Securities, Fixed Annuities, Asset Allocation, Uniform Combined State..., Series 6, Investment Strategies, Asset Management, Finance, Financial Advisory, Alternative Investments, Investment Management, Portfolio Management, Estate Planning, ETFs, Financial Services
Education
Simpson College 1994 — 1997
B.A., Management, Criminal Justice
East 1988 — 1992
Diploma, 1992
Jonathan Chiu Jonathan Chiu's Fisher Investments Experience August 2008 - November 2008
Job Business Analyst at Google
Industry Internet
Experience
Google July 2013 - Present
McKinsey & Company July 2011 - July 2013
Fisher Investments August 2008 - November 2008
Skills
Financial Modeling, Microsoft Excel, Data Analysis, Business Strategy, Marketing Strategy, Strategy, Marketing, PowerPoint, Management, Analytics, New Business Development
Education
Stanford University 2009 — 2011
Master of Science (M.S.), Management Science and Engineering
UCLA 2003 — 2008
Bachelor's degree, Mechanical Engineering
Google July 2013 - Present
McKinsey & Company July 2011 - July 2013
Fisher Investments August 2008 - November 2008
Skills
Financial Modeling, Microsoft Excel, Data Analysis, Business Strategy, Marketing Strategy, Strategy, Marketing, PowerPoint, Management, Analytics, New Business Development
Education
Stanford University 2009 — 2011
Master of Science (M.S.), Management Science and Engineering
UCLA 2003 — 2008
Bachelor's degree, Mechanical Engineering
David Eckerly's Fisher Investments Experience January 2011 - Present
Job Group Vice President at Fisher Investments
Industry Investment Management
Experience
Fisher Investments January 2011 - Present
Fisher Investments July 2008 - December 2010
Fisher Investments January 2008 - July 2008
Fisher Investments March 2005 - January 2008
Fisher Investments August 2003 - March 2005
UBS June 2002 - August 2002
JP Morgan August 1999 - August 2001
Robertson, Stephens August 1998 - August 1999
Skills
Corporate Communications, Digital Strategy, Digital Marketing, Public Relations, Content Development, Web Content, Editing, Writing, Portfolio Management, Asset Allocation, Sales Management, Direct Sales, Fundamental Analysis, Equity Research, Equity Trading, Fixed Income Analysis, Public Speaking, Training Delivery, Training Course..., Economics, Capital Markets, Relationship Management, Financial Modeling, Investment Management
Education
The University of Chicago - Booth School of Business 2001 — 2003
Master of Business Administration (MBA)
University of Michigan 1994 — 1998
BBA, Finance
Northville High School 1990 — 1994
Diploma, N/A
Fisher Investments January 2011 - Present
Fisher Investments July 2008 - December 2010
Fisher Investments January 2008 - July 2008
Fisher Investments March 2005 - January 2008
Fisher Investments August 2003 - March 2005
UBS June 2002 - August 2002
JP Morgan August 1999 - August 2001
Robertson, Stephens August 1998 - August 1999
Skills
Corporate Communications, Digital Strategy, Digital Marketing, Public Relations, Content Development, Web Content, Editing, Writing, Portfolio Management, Asset Allocation, Sales Management, Direct Sales, Fundamental Analysis, Equity Research, Equity Trading, Fixed Income Analysis, Public Speaking, Training Delivery, Training Course..., Economics, Capital Markets, Relationship Management, Financial Modeling, Investment Management
Education
The University of Chicago - Booth School of Business 2001 — 2003
Master of Business Administration (MBA)
University of Michigan 1994 — 1998
BBA, Finance
Northville High School 1990 — 1994
Diploma, N/A
Sean Andel's Fisher Investments Experience November 2013 - Present
Job Foreign Private Client Group Sales Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments November 2013 - Present
Fisher Investments April 2011 - November 2013
Fisher Investments October 2010 - April 2011
Skills
Securities, Fixed Income, Equities, Financial Services, Investments, Sales, Investment Management, Risk Management, ETFs, Asset Managment, Capital Markets, Relationship Management, Economics
Education
Sonoma State University
Bachelors of Science, Finance
Fisher Investments November 2013 - Present
Fisher Investments April 2011 - November 2013
Fisher Investments October 2010 - April 2011
Skills
Securities, Fixed Income, Equities, Financial Services, Investments, Sales, Investment Management, Risk Management, ETFs, Asset Managment, Capital Markets, Relationship Management, Economics
Education
Sonoma State University
Bachelors of Science, Finance
Drue Cicchetto's Fisher Investments Experience November 2011 - Present
Job Account Executive at Fisher Investments
Industry Financial Services
Experience
Fisher Investments November 2011 - Present
Memeo Inc November 2010 - January 2011
Cicchetto Marine April 2001 - 2011
Qualcomm September 2006 - January 2007
Skills
Starting small..., Innovative leader, Closing sales, Deal Closure, Salesforce.com, Wealth Management
Education
Santa Clara University 2008 — 2011
Bachelor of Science, Economics
High Tech High International 2004 — 2007
Fisher Investments November 2011 - Present
Memeo Inc November 2010 - January 2011
Cicchetto Marine April 2001 - 2011
Qualcomm September 2006 - January 2007
Skills
Starting small..., Innovative leader, Closing sales, Deal Closure, Salesforce.com, Wealth Management
Education
Santa Clara University 2008 — 2011
Bachelor of Science, Economics
High Tech High International 2004 — 2007
Stephen Sparolini Stephen Sparolini's Fisher Investments Experience September 2008 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2008 - Present
Fisher Investments August 2007 - September 2008
Fisher Investments March 2004 - August 2007
Education
Southern Methodist University 1999 — 2003
Fisher Investments September 2008 - Present
Fisher Investments August 2007 - September 2008
Fisher Investments March 2004 - August 2007
Education
Southern Methodist University 1999 — 2003
G. Michael Sylvia's Fisher Investments Experience January 2015 - Present
Job Internal Auditor at Fisher Investments
Industry Accounting
Experience
Fisher Investments January 2015 - Present
Deloitte October 2013 - January 2015
Interstate Restoration-Real Estate Development November 2012 - July 2013
BDO USA, LLP October 2011 - June 2012
Texas Pacific Group 2010 - 2010
Skills
Auditing, Accounting, Conversational Japanese, Financial Analysis, GAAP, Financial Accounting, Assurance, Financial Reporting, External Audit, Audit, Excel, Microsoft Excel, Private Equity
Education
Santa Clara University - Leavey School of Business 2007 — 2011
Accounting, Japanese studies
Fisher Investments January 2015 - Present
Deloitte October 2013 - January 2015
Interstate Restoration-Real Estate Development November 2012 - July 2013
BDO USA, LLP October 2011 - June 2012
Texas Pacific Group 2010 - 2010
Skills
Auditing, Accounting, Conversational Japanese, Financial Analysis, GAAP, Financial Accounting, Assurance, Financial Reporting, External Audit, Audit, Excel, Microsoft Excel, Private Equity
Education
Santa Clara University - Leavey School of Business 2007 — 2011
Accounting, Japanese studies
Elise Shelley, PMP's Fisher Investments Experience May 2010 - September 2011
Job IT Business Partner, Trust Services at Symantec
Industry Information Technology and Services
Experience
Symantec June 2015 - Present
Symantec May 2013 - June 2015
Symantec September 2011 - May 2013
Fisher Investments May 2010 - September 2011
Fisher Investments March 2008 - May 2010
Skills
Process Improvement, Project Management, Management, Cross-functional Team..., E-commerce, Team Leadership, Security, Microsoft Excel, Microsoft Office, Customer Service, Program Management, Business Process..., Business Relationship..., Change Management, Team Facilitation, Driving Results, Strategic Roadmaps
Education
Santa Clara University
Psychology, Political Science
Symantec June 2015 - Present
Symantec May 2013 - June 2015
Symantec September 2011 - May 2013
Fisher Investments May 2010 - September 2011
Fisher Investments March 2008 - May 2010
Skills
Process Improvement, Project Management, Management, Cross-functional Team..., E-commerce, Team Leadership, Security, Microsoft Excel, Microsoft Office, Customer Service, Program Management, Business Process..., Business Relationship..., Change Management, Team Facilitation, Driving Results, Strategic Roadmaps
Education
Santa Clara University
Psychology, Political Science
Jennifer Dyckman Jennifer Dyckman's Fisher Investments Experience March 2015 - Present
Job Global Online Strategist at Fisher Investments
Industry Financial Services
Experience
Fisher Investments March 2015 - Present
Fisher Investments November 2013 - March 2015
Fisher Investments September 2012 - November 2013
Celize June 2012 - October 2012
TechAmerica January 2012 - June 2012
Santa Clara University August 2010 - June 2012
U.S Commercial Service April 2011 - November 2011
Turkish Coalition of America July 2010 - September 2010
Santa Clara University March 2010 - September 2010
Santa Clara University April 2009 - June 2010
Education
Santa Clara University - Leavey School of Business 2008 — 2012
B.S.C., Economics, International Business, French and Francophone Studies
Fisher Investments March 2015 - Present
Fisher Investments November 2013 - March 2015
Fisher Investments September 2012 - November 2013
Celize June 2012 - October 2012
TechAmerica January 2012 - June 2012
Santa Clara University August 2010 - June 2012
U.S Commercial Service April 2011 - November 2011
Turkish Coalition of America July 2010 - September 2010
Santa Clara University March 2010 - September 2010
Santa Clara University April 2009 - June 2010
Education
Santa Clara University - Leavey School of Business 2008 — 2012
B.S.C., Economics, International Business, French and Francophone Studies
Ann Radhika Deo {LION}'s Fisher Investments Experience 2008 - 2008
Job Senior Investment Banking Recruiting Sourcer (Adecco Onsite at Credit Suisse) PM/BAs with CCAR, Risk Wanted!
Industry Information Technology and Services
Experience
Credit Suisse August 2015 - Present
Project One 2015 - 2015
Open Systems Technologies June 2014 - November 2014
TTS Staffing 2014 - 2014
netPolarity April 2012 - May 2013
eTouch Systems 2013 - 2013
Nelson Staffing 2013 - 2013
Montgomery Professional Services Corporation 2011 - 2012
Santa Clara Travel 2008 - 2011
Fisher Investments 2008 - 2008
Skills
Accounting, Customer Satisfaction, Management, Customer Service, Accounts Receivable, Accounts Payable, Technical Recruiting, Microsoft Excel, Microsoft Office, Applicant Tracking..., Account Management, Outlook, PowerPoint, Recruiting, Microsoft Word, Talent Acquisition, Data Entry, Internet Recruiting, Sourcing, Contract Recruitment, Screening, Human Resources, Vendor Management, Interviews, Staff Augmentation, Social Networking, Benefits Negotiation, Training, Temporary Placement, SDLC, Cold Calling, Temporary Staffing, CRM, Leadership, Networking, College Recruiting, Staffing Services, Screening Resumes, Executive Search, Business Development, PeopleSoft, Permanent Placement, Onboarding, Sales, IT Recruitment, Information Technology, Hiring, Search, Resume, Employee Relations
Education
Santa Clara University 2009 — 2010
Post Graduate, Accounting
University of California, Santa Cruz 2000 — 2005
BA, Business Management and Economics
netPolarity 2012 — 2012
Master Accreditation in Recruiting and Sourcing (MARS)
Piedmont Hills High School 1996 — 2000
High School Diploma
Credit Suisse August 2015 - Present
Project One 2015 - 2015
Open Systems Technologies June 2014 - November 2014
TTS Staffing 2014 - 2014
netPolarity April 2012 - May 2013
eTouch Systems 2013 - 2013
Nelson Staffing 2013 - 2013
Montgomery Professional Services Corporation 2011 - 2012
Santa Clara Travel 2008 - 2011
Fisher Investments 2008 - 2008
Skills
Accounting, Customer Satisfaction, Management, Customer Service, Accounts Receivable, Accounts Payable, Technical Recruiting, Microsoft Excel, Microsoft Office, Applicant Tracking..., Account Management, Outlook, PowerPoint, Recruiting, Microsoft Word, Talent Acquisition, Data Entry, Internet Recruiting, Sourcing, Contract Recruitment, Screening, Human Resources, Vendor Management, Interviews, Staff Augmentation, Social Networking, Benefits Negotiation, Training, Temporary Placement, SDLC, Cold Calling, Temporary Staffing, CRM, Leadership, Networking, College Recruiting, Staffing Services, Screening Resumes, Executive Search, Business Development, PeopleSoft, Permanent Placement, Onboarding, Sales, IT Recruitment, Information Technology, Hiring, Search, Resume, Employee Relations
Education
Santa Clara University 2009 — 2010
Post Graduate, Accounting
University of California, Santa Cruz 2000 — 2005
BA, Business Management and Economics
netPolarity 2012 — 2012
Master Accreditation in Recruiting and Sourcing (MARS)
Piedmont Hills High School 1996 — 2000
High School Diploma
James E. Johnson, CFP®'s Fisher Investments Experience 2000 - 2002
Job Senior Vice President Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2009 - Present
Wells Fargo Advisors, LLC 2005 - December 2009
Wells Fargo Advisors, LLC 2005 - 2008
Fifth Third Bank 2002 - 2005
Fisher Investments 2000 - 2002
Fidelity Investments 1993 - 2000
Fidelity Investments 1993 - 2000
Education
The Ohio State University 1981 — 1985
BS / BA, Business Administration
Bay High School 1978 — 1981
Wells Fargo Advisors, LLC December 2009 - Present
Wells Fargo Advisors, LLC 2005 - December 2009
Wells Fargo Advisors, LLC 2005 - 2008
Fifth Third Bank 2002 - 2005
Fisher Investments 2000 - 2002
Fidelity Investments 1993 - 2000
Fidelity Investments 1993 - 2000
Education
The Ohio State University 1981 — 1985
BS / BA, Business Administration
Bay High School 1978 — 1981
Louis de Tuboly, Jr. Louis de Tuboly, Jr.'s Fisher Investments Experience November 2012 - September 2015
Job Sales and Leasing at Putnam GM & Student at West Valley College
Industry Automotive
Experience
Fisher Investments November 2012 - September 2015
Putnam GM October 2009 - October 2012
San Francisco Recreation and Parks 2005 - 2008
Skills
Sales, Sales Presentations, Sales Operations, Automobile, Vehicles, Motor Vehicle, Contract Negotiation, Lease Negotiations, Negotiation, Finance, Competitive, Athletics, Athletic Performance, Customer Service, Customer Satisfaction, Customer Oriented, Leadership, Team Building, Training, Management
Education
West Valley College 2012 — 2015
Associate of Arts (A.A.), Business Administration and Management, General
Stanford Continuing Studies
The art of Negotiating
Fisher Investments November 2012 - September 2015
Putnam GM October 2009 - October 2012
San Francisco Recreation and Parks 2005 - 2008
Skills
Sales, Sales Presentations, Sales Operations, Automobile, Vehicles, Motor Vehicle, Contract Negotiation, Lease Negotiations, Negotiation, Finance, Competitive, Athletics, Athletic Performance, Customer Service, Customer Satisfaction, Customer Oriented, Leadership, Team Building, Training, Management
Education
West Valley College 2012 — 2015
Associate of Arts (A.A.), Business Administration and Management, General
Stanford Continuing Studies
The art of Negotiating
Sarah Sharif Sarah Sharif's Fisher Investments Experience September 2012 - June 2013
Job IT PM and Comm. Strategist | St. Edward's University
Industry Public Relations and Communications
Experience
St. Edward's University March 2015 - Present
Sierra Club April 2014 - Present
Sierra Club September 2013 - April 2014
Fisher Investments September 2012 - June 2013
UC Davis August 2011 - June 2012
UC Davis February 2011 - June 2011
Skills
Public Speaking, Customer Service, Leadership, Event Planning, Research, Microsoft Office, Blogging, Training, Laboratory, Project Planning, Event Management, Spreadsheets, Google Docs, OS X, Time Management, Advertising, Budgets, Team Building, Educational Leadership, Press Releases, Press Advisory, Print Media, Media Pitches, Aviation
Education
St. Edward's University 2015 — 2017
Master's Degree, Liberal Arts
University of California, Davis 2010 — 2012
Bachelor of Science (BS), Biological Sciences
St. Edward's University March 2015 - Present
Sierra Club April 2014 - Present
Sierra Club September 2013 - April 2014
Fisher Investments September 2012 - June 2013
UC Davis August 2011 - June 2012
UC Davis February 2011 - June 2011
Skills
Public Speaking, Customer Service, Leadership, Event Planning, Research, Microsoft Office, Blogging, Training, Laboratory, Project Planning, Event Management, Spreadsheets, Google Docs, OS X, Time Management, Advertising, Budgets, Team Building, Educational Leadership, Press Releases, Press Advisory, Print Media, Media Pitches, Aviation
Education
St. Edward's University 2015 — 2017
Master's Degree, Liberal Arts
University of California, Davis 2010 — 2012
Bachelor of Science (BS), Biological Sciences
Peter Colon Peter Colon's Fisher Investments Experience August 2015 - Present
Job Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2015 - Present
Fisher Investments October 2013 - July 2015
Virtual Shaping May 2013 - September 2013
St. Francis Yacht Club January 2012 - April 2013
The Vintage Club August 2009 - December 2011
Toscana Country Club October 2006 - July 2009
Education
Temple University 2001 — 2006
Bachelor's of Science, Tourism and Hospitality Management
Fisher Investments August 2015 - Present
Fisher Investments October 2013 - July 2015
Virtual Shaping May 2013 - September 2013
St. Francis Yacht Club January 2012 - April 2013
The Vintage Club August 2009 - December 2011
Toscana Country Club October 2006 - July 2009
Education
Temple University 2001 — 2006
Bachelor's of Science, Tourism and Hospitality Management
Logan Jaffe's Fisher Investments Experience February 2014 - August 2014
Job Providing Dynamic Sales Content | RealTime Training | Sales at MobilePaks
Industry Computer Software
Experience
MobilePaks August 2014 - Present
Fisher Investments February 2014 - August 2014
Automated Precision Inc. January 2009 - June 2009
Skills
Sales, Social Media, CRM, Salesforce.com, Strategic Planning, Sales Management, Research, Negotiation, Business Development, Cold Calling, Event Management, Team Building, Venture Capital, Early-stage Startups, Seed Capital, Sales Enablement Tools, Cloud Applications, Asset Management, Marketing Strategy, Marketing Analytics, Go-to-market Strategy, Cloud Storage, PaaS, SaaS, Strategic Partnerships, Start-ups
Education
University of Kentucky 2011 — 2014
Bachelor of Arts (B.A.), History, International Relations
Swinburne University of Technology 2011 — 2011
Study Abroad, International Relations and Affairs
University of New Haven 2009 — 2011
Bachelor of Arts (BA), Business Administration and Management, General
MobilePaks August 2014 - Present
Fisher Investments February 2014 - August 2014
Automated Precision Inc. January 2009 - June 2009
Skills
Sales, Social Media, CRM, Salesforce.com, Strategic Planning, Sales Management, Research, Negotiation, Business Development, Cold Calling, Event Management, Team Building, Venture Capital, Early-stage Startups, Seed Capital, Sales Enablement Tools, Cloud Applications, Asset Management, Marketing Strategy, Marketing Analytics, Go-to-market Strategy, Cloud Storage, PaaS, SaaS, Strategic Partnerships, Start-ups
Education
University of Kentucky 2011 — 2014
Bachelor of Arts (B.A.), History, International Relations
Swinburne University of Technology 2011 — 2011
Study Abroad, International Relations and Affairs
University of New Haven 2009 — 2011
Bachelor of Arts (BA), Business Administration and Management, General
Anthony J. Bevilaqua Anthony J. Bevilaqua's Fisher Investments Experience December 2004 - May 2008
Job Investment Executive at Sprott Global
Industry Investment Management
Experience
Sprott Global Resource Investments February 2013 - Present
Euro Pacific Precious Metals LLC November 2009 - October 2012
Zacks Investment Research July 2008 - November 2009
Fisher Investments December 2004 - May 2008
Skills
Investments, Sales Management, New Business Development, Financial Services, Economics, Commodity, Entrepreneurship, Relationship Management, Wealth Management, Equities, Asset Managment, Asset Allocation, Trading, Portfolio Management, Alternative Investments, Strategic Financial..., Investment Strategies, Securities, Series 7, Bonds, Financial Analysis, Finance, Mutual Funds, Asset Management, Hedge Funds, Investment Management, Fixed Income, Private Equity
Education
Temple University
BBA, Economics
Sprott Global Resource Investments February 2013 - Present
Euro Pacific Precious Metals LLC November 2009 - October 2012
Zacks Investment Research July 2008 - November 2009
Fisher Investments December 2004 - May 2008
Skills
Investments, Sales Management, New Business Development, Financial Services, Economics, Commodity, Entrepreneurship, Relationship Management, Wealth Management, Equities, Asset Managment, Asset Allocation, Trading, Portfolio Management, Alternative Investments, Strategic Financial..., Investment Strategies, Securities, Series 7, Bonds, Financial Analysis, Finance, Mutual Funds, Asset Management, Hedge Funds, Investment Management, Fixed Income, Private Equity
Education
Temple University
BBA, Economics
Greer Williams Greer Williams's Fisher Investments Experience July 2008 - January 2009
Job Director of Development and Public Relations at I Know I Can
Industry Nonprofit Organization Management
Experience
I Know I Can March 2015 - Present
The Arlington Bank October 2012 - March 2015
Bank of America August 2009 - October 2012
Pacific Union May 2009 - August 2009
Cakebread Cellars May 2009 - August 2009
Fisher Investments July 2008 - January 2009
Fisher Investments June 2006 - July 2008
Fisher Investments 2005 - 2006
Skills
Business Development, Investments, Start-ups, Social Media Marketing, Social Media, Sales Management, CRM, Marketing Strategy, Banking, Budget Monitoring, Project Management, Practice Development, Practice Management, Operational Risk..., Real Estate Marketing, Fundraising, Educational Fundraising, Donor Development, Non-profit Leadership, Non-profit Board..., Public Relations, Public Speaking
Education
Davidson College 2001 — 2005
BA, English
Burkes
Stockholm University
The Cate School
I Know I Can March 2015 - Present
The Arlington Bank October 2012 - March 2015
Bank of America August 2009 - October 2012
Pacific Union May 2009 - August 2009
Cakebread Cellars May 2009 - August 2009
Fisher Investments July 2008 - January 2009
Fisher Investments June 2006 - July 2008
Fisher Investments 2005 - 2006
Skills
Business Development, Investments, Start-ups, Social Media Marketing, Social Media, Sales Management, CRM, Marketing Strategy, Banking, Budget Monitoring, Project Management, Practice Development, Practice Management, Operational Risk..., Real Estate Marketing, Fundraising, Educational Fundraising, Donor Development, Non-profit Leadership, Non-profit Board..., Public Relations, Public Speaking
Education
Davidson College 2001 — 2005
BA, English
Burkes
Stockholm University
The Cate School
Amy Wolfenberger Amy Wolfenberger's Fisher Investments Experience February 2014 - April 2015
Job Creative Communication Professional
Industry Public Relations and Communications
Experience
Thrillist August 2015 - Present
inDinero May 2015 - Present
Fisher Investments February 2014 - April 2015
Fisher Investments September 2012 - February 2014
The Drink Nation April 2012 - December 2013
Oregon Secretary of State Kate Brown April 2012 - September 2012
Texas State Representative Mark Strama January 2009 - June 2009
British Retail Consortium October 2008 - December 2008
The Salvation Army September 2007 - May 2008
Council for Environmental Education May 2007 - August 2007
Skills
Customer Service, Microsoft Office, Public Relations, Public Speaking, Research, Newsletters, Customer Relations, Communication, Nonprofits, Internet, Social Media, Editing, Copywriting, Copy Editing, Mac OS X, Management, Social Networking
Education
Southwestern University 2006 — 2010
BA, Political Science
Oak Ridge High School 2002 — 2006
High School, CSID Academy of Science and Technology Magnet School
Thrillist August 2015 - Present
inDinero May 2015 - Present
Fisher Investments February 2014 - April 2015
Fisher Investments September 2012 - February 2014
The Drink Nation April 2012 - December 2013
Oregon Secretary of State Kate Brown April 2012 - September 2012
Texas State Representative Mark Strama January 2009 - June 2009
British Retail Consortium October 2008 - December 2008
The Salvation Army September 2007 - May 2008
Council for Environmental Education May 2007 - August 2007
Skills
Customer Service, Microsoft Office, Public Relations, Public Speaking, Research, Newsletters, Customer Relations, Communication, Nonprofits, Internet, Social Media, Editing, Copywriting, Copy Editing, Mac OS X, Management, Social Networking
Education
Southwestern University 2006 — 2010
BA, Political Science
Oak Ridge High School 2002 — 2006
High School, CSID Academy of Science and Technology Magnet School
Sebastian Custodia's Fisher Investments Experience July 2013 - September 2013
Job Compensation and Analytics Specialist at Barracuda (NYSE: CUDA)
Industry Financial Services
Experience
Barracuda (NYSE: CUDA) August 2015 - Present
Barracuda (NYSE: CUDA) October 2014 - August 2015
Barracuda (NYSE: CUDA) February 2014 - October 2014
The Bay Club Company December 2013 - March 2014
Fisher Investments July 2013 - September 2013
Arbor Advisors December 2012 - July 2013
FedEx Freight December 2011 - December 2012
In-N-Out Burger September 2009 - December 2011
Skills
Microsoft Excel, Investment Banking, PowerPoint, Finance, Customer Service, Business Development, Microsoft Office, Workforce Analytics, Microsoft Word, Compensation Surveys, Access, Outlook, Salesforce.com, Cashiering, Technical Writing, Creative Writing, Forklift Operator, Social Media, Teamwork, Sales, Public Speaking, Leadership, Compensation, Retail Sales, Financial Reporting, Financial Analysis, Cold Calling, Compensation Planning
Education
Santa Clara University - Leavey School of Business 2011 — 2015
Bachelor’s Degree, Finance, General
Santa Clara High School 2007 — 2011
High School Diploma
Barracuda (NYSE: CUDA) August 2015 - Present
Barracuda (NYSE: CUDA) October 2014 - August 2015
Barracuda (NYSE: CUDA) February 2014 - October 2014
The Bay Club Company December 2013 - March 2014
Fisher Investments July 2013 - September 2013
Arbor Advisors December 2012 - July 2013
FedEx Freight December 2011 - December 2012
In-N-Out Burger September 2009 - December 2011
Skills
Microsoft Excel, Investment Banking, PowerPoint, Finance, Customer Service, Business Development, Microsoft Office, Workforce Analytics, Microsoft Word, Compensation Surveys, Access, Outlook, Salesforce.com, Cashiering, Technical Writing, Creative Writing, Forklift Operator, Social Media, Teamwork, Sales, Public Speaking, Leadership, Compensation, Retail Sales, Financial Reporting, Financial Analysis, Cold Calling, Compensation Planning
Education
Santa Clara University - Leavey School of Business 2011 — 2015
Bachelor’s Degree, Finance, General
Santa Clara High School 2007 — 2011
High School Diploma
Nicholas Olivencia Nicholas Olivencia's Fisher Investments Experience June 2013 - May 2015
Job Internal Wholesaler at Capital Group Companies' American Funds
Industry Investment Management
Experience
Capital Group May 2015 - Present
Fisher Investments June 2013 - May 2015
United States Marine Corps May 2008 - May 2014
Skills
Leadership, Microsoft Excel, Finance, PowerPoint, Microsoft Word, Microsoft Office, Team Leadership, Military Operations
Education
Texas A&M University 2007 — 2013
Bachelor of Science (BS), Economics
Capital Group May 2015 - Present
Fisher Investments June 2013 - May 2015
United States Marine Corps May 2008 - May 2014
Skills
Leadership, Microsoft Excel, Finance, PowerPoint, Microsoft Word, Microsoft Office, Team Leadership, Military Operations
Education
Texas A&M University 2007 — 2013
Bachelor of Science (BS), Economics
Christopher Bredeson's Fisher Investments Experience February 2015 - Present
Job Manager TL Wealthbuilder Sales Dept. at Fisher Investments
Industry Financial Services
Experience
Fisher Investments February 2015 - Present
Fisher Investments February 2014 - February 2015
Fisher Investments November 2012 - November 2014
J.P. Morgan January 2010 - December 2012
Best Buy August 2002 - December 2009
Education
University of Montana 2004 — 2006
Business Administration
Spokane Community College 2002 — 2004
Associates of Arts and Science, Architectural Technology
Cascade High School
Fisher Investments February 2015 - Present
Fisher Investments February 2014 - February 2015
Fisher Investments November 2012 - November 2014
J.P. Morgan January 2010 - December 2012
Best Buy August 2002 - December 2009
Education
University of Montana 2004 — 2006
Business Administration
Spokane Community College 2002 — 2004
Associates of Arts and Science, Architectural Technology
Cascade High School
Leah Ojesina Leah Ojesina's Fisher Investments Experience September 2015 - Present
Job Client Operations Associate at Fisher Investments
Industry Investment Management
Experience
Fisher Investments September 2015 - Present
JPMorgan Chase June 2014 - August 2014
Amegy Bank June 2013 - August 2013
Miramont Country Club September 2011 - June 2012
Skills
Team Leadership, Microsoft Office, Finance, Management, Text Editing, English, Leadership, Loans, Investments, Event Planning
Education
Texas A&M University 2011 — 2015
Bachelor of Business Administration (BBA), Banking, Corporate, Finance
Texas A&M University - Mays Business School 2011 — 2015
B.B.A. in Finance, Commercial Banking
Fisher Investments September 2015 - Present
JPMorgan Chase June 2014 - August 2014
Amegy Bank June 2013 - August 2013
Miramont Country Club September 2011 - June 2012
Skills
Team Leadership, Microsoft Office, Finance, Management, Text Editing, English, Leadership, Loans, Investments, Event Planning
Education
Texas A&M University 2011 — 2015
Bachelor of Business Administration (BBA), Banking, Corporate, Finance
Texas A&M University - Mays Business School 2011 — 2015
B.B.A. in Finance, Commercial Banking
Greg Kvasov Greg Kvasov's Fisher Investments Experience September 2015 - Present
Job Business Information Junior Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2015 - Present
Fisher Investments February 2015 - September 2015
Quantum Aviation Services October 2014 - December 2014
Lloyd Pans July 2014 - August 2014
The Laundry Room June 2014 - August 2014
JetSeal June 2014 - July 2014
Greenacre Motors July 2012 - September 2012
Dana Saad August 2011 - December 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Access, Time Management, Customer Satisfaction, Process Improvement, Outlook, Inventory Management, Team Leadership, Budgets, Troubleshooting, Teamwork, Operations Management, Team Building, Leadership, Supervisory Skills
Education
Washington State University - College of Business and Economics 2014 — 2016
Bachelor of Arts in Business Administration, Finance
Spokane Community College 2011 — 2013
Associate of Arts (A.A.), Business Administration and Management, General
Fisher Investments September 2015 - Present
Fisher Investments February 2015 - September 2015
Quantum Aviation Services October 2014 - December 2014
Lloyd Pans July 2014 - August 2014
The Laundry Room June 2014 - August 2014
JetSeal June 2014 - July 2014
Greenacre Motors July 2012 - September 2012
Dana Saad August 2011 - December 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Access, Time Management, Customer Satisfaction, Process Improvement, Outlook, Inventory Management, Team Leadership, Budgets, Troubleshooting, Teamwork, Operations Management, Team Building, Leadership, Supervisory Skills
Education
Washington State University - College of Business and Economics 2014 — 2016
Bachelor of Arts in Business Administration, Finance
Spokane Community College 2011 — 2013
Associate of Arts (A.A.), Business Administration and Management, General
Anna V. Spector's Fisher Investments Experience August 2004 - June 2007
Job Deputy Chief Compliance Officer at KKR
Industry Financial Services
Experience
KKR December 2012 - Present
PwC January 2011 - December 2012
NexBank Securities, Inc. January 2009 - December 2010
Highland Capital Management, L.P. June 2008 - November 2010
Conifer Securities June 2007 - June 2008
Fisher Investments August 2004 - June 2007
Skills
Private Equity, Corporate Governance, Valuation, Investor Relations, Hedge Funds, Compliance, Consulting, Mutual Funds, Alternative Assets, Finance, Derivatives, Securities, Trading, Financial Services, Asset Management, Dodd-Frank
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA), Management
University of California, San Diego
Bachelor of Arts, Political Science; International Relations
Palo Alto High School
KKR December 2012 - Present
PwC January 2011 - December 2012
NexBank Securities, Inc. January 2009 - December 2010
Highland Capital Management, L.P. June 2008 - November 2010
Conifer Securities June 2007 - June 2008
Fisher Investments August 2004 - June 2007
Skills
Private Equity, Corporate Governance, Valuation, Investor Relations, Hedge Funds, Compliance, Consulting, Mutual Funds, Alternative Assets, Finance, Derivatives, Securities, Trading, Financial Services, Asset Management, Dodd-Frank
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA), Management
University of California, San Diego
Bachelor of Arts, Political Science; International Relations
Palo Alto High School
Adrianna Rodriguez Adrianna Rodriguez's Fisher Investments Experience March 2005 - August 2008
Job Billing Specialist at Veracyte, Inc.
Industry Biotechnology
Experience
Veracyte, Inc. December 2011 - Present
Berkeley HeartLab, Inc. July 2009 - November 2011
Fisher Investments March 2005 - August 2008
Skills
Access, Accounting, Auditing, Forecasting, Outlook, QuickBooks, Account Reconciliation, Great Plains Software, Accounts Receivable, Invoicing, Accounts Payable, Financial Reporting, Accruals, General Ledger, Revenue Recognition, Customer Service, Microsoft Excel, Data Entry, Microsoft Dynamics GP, Microsoft Word
Education
Everest College
Medical Insurance Billing/Coding
Skyline College
Associate of Science (AS), Accounting
Skyline College
Associate of Arts (A.A.), Liberal Arts
Veracyte, Inc. December 2011 - Present
Berkeley HeartLab, Inc. July 2009 - November 2011
Fisher Investments March 2005 - August 2008
Skills
Access, Accounting, Auditing, Forecasting, Outlook, QuickBooks, Account Reconciliation, Great Plains Software, Accounts Receivable, Invoicing, Accounts Payable, Financial Reporting, Accruals, General Ledger, Revenue Recognition, Customer Service, Microsoft Excel, Data Entry, Microsoft Dynamics GP, Microsoft Word
Education
Everest College
Medical Insurance Billing/Coding
Skyline College
Associate of Science (AS), Accounting
Skyline College
Associate of Arts (A.A.), Liberal Arts
Micah Cabagbag's Fisher Investments Experience June 2015 - September 2015
Job Sales Development Representative at OneRent
Industry Financial Services
Experience
OneRent September 2015 - Present
Farmers Insurance October 2014 - Present
Fisher Investments June 2015 - September 2015
Santa Clara University November 2013 - August 2015
Santa Clara University April 2014 - April 2015
Northwestern Mutual March 2014 - December 2014
Iolani School June 2010 - July 2013
Education
Santa Clara University - Leavey School of Business 2013 — 2017
Bachelor of Commerce (B.Com.), Finance, General, Sophomore
'Iolani High School 2010 — 2013
High School Diploma
OneRent September 2015 - Present
Farmers Insurance October 2014 - Present
Fisher Investments June 2015 - September 2015
Santa Clara University November 2013 - August 2015
Santa Clara University April 2014 - April 2015
Northwestern Mutual March 2014 - December 2014
Iolani School June 2010 - July 2013
Education
Santa Clara University - Leavey School of Business 2013 — 2017
Bachelor of Commerce (B.Com.), Finance, General, Sophomore
'Iolani High School 2010 — 2013
High School Diploma
Joshua Einhorn's Fisher Investments Experience July 2014 - Present
Job Senior Client Engagement Manager
Industry Financial Services
Experience
Fisher Investments July 2014 - Present
Fisher Investments July 2012 - July 2014
Fisher Investments May 2011 - July 2012
Fisher Investments June 2010 - May 2011
Fisher Investments January 2008 - June 2010
Fisher Investments May 2005 - January 2008
MassMutual Financial Group June 2003 - April 2005
New England Financial November 2001 - May 2003
Embassy of Israel May 1997 - March 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
The George Washington University 1993 — 1997
Bachelor of Arts (BA), International Relations
Upper Dublin High School 1993 — 1997
Fisher Investments July 2014 - Present
Fisher Investments July 2012 - July 2014
Fisher Investments May 2011 - July 2012
Fisher Investments June 2010 - May 2011
Fisher Investments January 2008 - June 2010
Fisher Investments May 2005 - January 2008
MassMutual Financial Group June 2003 - April 2005
New England Financial November 2001 - May 2003
Embassy of Israel May 1997 - March 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
The George Washington University 1993 — 1997
Bachelor of Arts (BA), International Relations
Upper Dublin High School 1993 — 1997
Brian Hou's Fisher Investments Experience October 2014 - Present
Job Investment Associate
Industry Investment Management
Experience
Fisher Investments October 2014 - Present
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Fisher Investments October 2014 - Present
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Laia Blay Juhera's Fisher Investments Experience October 2014 - Present
Job Global Marketing Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments October 2014 - Present
advancegroup_ December 2012 - July 2014
Medtep February 2012 - December 2012
ACC1Ó Silicon Valley (Catalonian Trade & Investment Agency) August 2011 - December 2011
California Spain Chamber of Commerce September 2010 - August 2011
BBVA February 2008 - December 2009
Skills
Business Strategy, Entrepreneurship, Spanish, Social Media, Market Research, Marketing Strategy, Start-ups, Leadership, Management, Public Relations, Enterprise Software, E-commerce, Marketing, Strategic Partnerships, Program Management, Strategy, Online Advertising, Online Marketing
Education
Stanford Continuing Studies 2011 — 2011
Creating Executable Business Strategies
Universitat de Girona 2005 — 2010
Master's Degree in Business Administration and Management (BBA)
Fisher Investments October 2014 - Present
advancegroup_ December 2012 - July 2014
Medtep February 2012 - December 2012
ACC1Ó Silicon Valley (Catalonian Trade & Investment Agency) August 2011 - December 2011
California Spain Chamber of Commerce September 2010 - August 2011
BBVA February 2008 - December 2009
Skills
Business Strategy, Entrepreneurship, Spanish, Social Media, Market Research, Marketing Strategy, Start-ups, Leadership, Management, Public Relations, Enterprise Software, E-commerce, Marketing, Strategic Partnerships, Program Management, Strategy, Online Advertising, Online Marketing
Education
Stanford Continuing Studies 2011 — 2011
Creating Executable Business Strategies
Universitat de Girona 2005 — 2010
Master's Degree in Business Administration and Management (BBA)
Stephen Foster's Fisher Investments Experience June 2008 - September 2008
Job Private Equity at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners July 2014 - Present
Parthenon Capital August 2012 - July 2014
Greenhill & Co. June 2010 - July 2012
Greenhill & Co. June 2009 - August 2009
Fisher Investments June 2008 - September 2008
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Private Equity, Investments, Research, Venture Capital, Investment Banking
Education
Stanford University 2006 — 2010
BS, Management Science and Engineering
Vista Equity Partners July 2014 - Present
Parthenon Capital August 2012 - July 2014
Greenhill & Co. June 2010 - July 2012
Greenhill & Co. June 2009 - August 2009
Fisher Investments June 2008 - September 2008
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Private Equity, Investments, Research, Venture Capital, Investment Banking
Education
Stanford University 2006 — 2010
BS, Management Science and Engineering
Brennan James Malone, CFP®'s Fisher Investments Experience January 2015 - Present
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
Ωmega Financial Group, LLC June 2012 - December 2014
Ωmega Financial Group, LLC February 2010 - June 2012
Wells Fargo Advisors December 2007 - February 2010
Education
CFA Institute
2016 Level I Candidate in the CFA Program
The American College 2012 — 2015
Financial Planning and Services
University of California, Santa Barbara 2008 — 2012
Bachelor's Degree, Business Economics, Accounting
Fisher Investments January 2015 - Present
Ωmega Financial Group, LLC June 2012 - December 2014
Ωmega Financial Group, LLC February 2010 - June 2012
Wells Fargo Advisors December 2007 - February 2010
Education
CFA Institute
2016 Level I Candidate in the CFA Program
The American College 2012 — 2015
Financial Planning and Services
University of California, Santa Barbara 2008 — 2012
Bachelor's Degree, Business Economics, Accounting
Thomas Moles's Fisher Investments Experience August 2011 - February 2012
Job Mortgage Loan Officer (NMLS 1272295) at HomeServices Lending, LLC A Berkshire Hathaway Company
Industry Financial Services
Experience
HomeServices Lending, LLC August 2015 - Present
Wells Fargo January 2015 - August 2015
Freedom Financial December 2013 - December 2014
Avidbank September 2012 - November 2013
Silicon Valley Bank April 2012 - August 2012
Fisher Investments August 2011 - February 2012
Clearview Publishing October 2010 - December 2010
Intero Real Estate Services June 2009 - September 2009
Skills
Leadership, Microsoft Office, Microsoft Word, Public Speaking, Team Leadership, Wealth Management, PowerPoint, Financial Reporting, Risk Management, Credit, Loans
Education
Santa Clara University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
HomeServices Lending, LLC August 2015 - Present
Wells Fargo January 2015 - August 2015
Freedom Financial December 2013 - December 2014
Avidbank September 2012 - November 2013
Silicon Valley Bank April 2012 - August 2012
Fisher Investments August 2011 - February 2012
Clearview Publishing October 2010 - December 2010
Intero Real Estate Services June 2009 - September 2009
Skills
Leadership, Microsoft Office, Microsoft Word, Public Speaking, Team Leadership, Wealth Management, PowerPoint, Financial Reporting, Risk Management, Credit, Loans
Education
Santa Clara University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Blair Myers Blair Myers's Fisher Investments Experience January 2014 - August 2015
Job Growth Marketing Manager at Funding Circle
Industry Marketing and Advertising
Experience
Funding Circle US August 2015 - Present
Fisher Investments January 2014 - August 2015
TopLine Strategies October 2012 - December 2013
Performance Edge Partners August 2011 - September 2012
iDonate LLC August 2011 - September 2012
Fisher Printing October 2010 - April 2011
Utopia Films LLC June 2010 - September 2010
The Gateway Tour August 2008 - April 2010
La Rinconada Country Club September 2008 - May 2009
Cold Stone Creamery Ice Cream June 2007 - August 2007
Skills
Email Marketing, Digital Marketing, Social Media Marketing, SaaS, SEO, Salesforce.com, Direct Marketing, Marketing Strategy, Microsoft CRM, Integrated Marketing, Business Development, Account Management, Marketing, Adobe Photoshop, Digital Media, Direct Response..., Direct Response..., Online Lead Generation, Google Adwords, Silverpop, Wordpress, ExactTarget, Multivariate Testing, Drupal, Direct Sales, HTML, Online Marketing, CRM, Remarketing
Education
Santa Clara University - Leavey School of Business 2004 — 2008
Bachelors of Science, Marketing
Scottsdale Christian Academy High School 2001 — 2004
Funding Circle US August 2015 - Present
Fisher Investments January 2014 - August 2015
TopLine Strategies October 2012 - December 2013
Performance Edge Partners August 2011 - September 2012
iDonate LLC August 2011 - September 2012
Fisher Printing October 2010 - April 2011
Utopia Films LLC June 2010 - September 2010
The Gateway Tour August 2008 - April 2010
La Rinconada Country Club September 2008 - May 2009
Cold Stone Creamery Ice Cream June 2007 - August 2007
Skills
Email Marketing, Digital Marketing, Social Media Marketing, SaaS, SEO, Salesforce.com, Direct Marketing, Marketing Strategy, Microsoft CRM, Integrated Marketing, Business Development, Account Management, Marketing, Adobe Photoshop, Digital Media, Direct Response..., Direct Response..., Online Lead Generation, Google Adwords, Silverpop, Wordpress, ExactTarget, Multivariate Testing, Drupal, Direct Sales, HTML, Online Marketing, CRM, Remarketing
Education
Santa Clara University - Leavey School of Business 2004 — 2008
Bachelors of Science, Marketing
Scottsdale Christian Academy High School 2001 — 2004
Brad Divine Brad Divine's Fisher Investments Experience October 2012 - Present
Job Senior Application Developer at Fisher Investments
Industry Financial Services
Experience
Fisher Investments October 2012 - Present
Bradley Ryan Divine January 2004 - March 2013
GreenVolts December 2010 - September 2012
Falafel Software January 2009 - October 2010
MarketTools April 2008 - January 2009
CustomerSat July 2004 - April 2008
Selectica January 2004 - July 2004
Microsoft January 2000 - January 2004
Skills
C#, Web Services, Databases, Perl, Application Development, Regular Expressions, ASP.NET, WCF, .NET, AJAX, Agile, SQL, HTML, JavaScript, CSS, Software Development, Distributed Systems, Web Development, jQuery, ASP.NET MVC, Web Applications, XML, Silverlight, T-SQL, Microsoft SQL Server, Agile Methodologies, Cloud Computing, Visual Basic, Linux, SQL Server, Business Process...
Education
Taylor University 1995 — 1999
BS, Computing and Systems Sciences
Fisher Investments October 2012 - Present
Bradley Ryan Divine January 2004 - March 2013
GreenVolts December 2010 - September 2012
Falafel Software January 2009 - October 2010
MarketTools April 2008 - January 2009
CustomerSat July 2004 - April 2008
Selectica January 2004 - July 2004
Microsoft January 2000 - January 2004
Skills
C#, Web Services, Databases, Perl, Application Development, Regular Expressions, ASP.NET, WCF, .NET, AJAX, Agile, SQL, HTML, JavaScript, CSS, Software Development, Distributed Systems, Web Development, jQuery, ASP.NET MVC, Web Applications, XML, Silverlight, T-SQL, Microsoft SQL Server, Agile Methodologies, Cloud Computing, Visual Basic, Linux, SQL Server, Business Process...
Education
Taylor University 1995 — 1999
BS, Computing and Systems Sciences
Matt McClernan's Fisher Investments Experience July 2007 - May 2009
Job District Sales Manager at Softchoice
Industry Information Technology and Services
Experience
Softchoice March 2015 - Present
Softchoice August 2013 - February 2015
Softchoice June 2009 - July 2013
Stanford University August 2005 - August 2009
Fisher Investments July 2007 - May 2009
Atlanta Journal Constitution August 2006 - December 2006
Skills
Microsoft Licensing, VMware, Asset Management, Public Speaking, Technical Writing, Licensing Negotiation, Asset Managment, Cold Calling, NetApp, Negotiation, Entrepreneurship, Investments, Business Development, Sales Process, Asset Allocation, Training, CRM, New Business Development, Salesforce.com, Sales, Management, SaaS, Enterprise Software
Education
Stanford University 2006 — 2007
M.A., Organizations, Business and the Economy
Stanford University 2002 — 2006
B.A., Cultural and Social Anthropology
Softchoice March 2015 - Present
Softchoice August 2013 - February 2015
Softchoice June 2009 - July 2013
Stanford University August 2005 - August 2009
Fisher Investments July 2007 - May 2009
Atlanta Journal Constitution August 2006 - December 2006
Skills
Microsoft Licensing, VMware, Asset Management, Public Speaking, Technical Writing, Licensing Negotiation, Asset Managment, Cold Calling, NetApp, Negotiation, Entrepreneurship, Investments, Business Development, Sales Process, Asset Allocation, Training, CRM, New Business Development, Salesforce.com, Sales, Management, SaaS, Enterprise Software
Education
Stanford University 2006 — 2007
M.A., Organizations, Business and the Economy
Stanford University 2002 — 2006
B.A., Cultural and Social Anthropology
Colleen Miller Colleen Miller's Fisher Investments Experience December 2014 - Present
Job Global Marketing Manager at Fisher Investments
Industry Marketing and Advertising
Experience
Fisher Investments December 2014 - Present
Fisher Investments June 2014 - December 2014
TOD'S Group June 2013 - August 2013
ASTM International December 2011 - August 2012
Anthropologie August 2007 - January 2012
ASTM International June 2010 - November 2011
Skills
Marketing, Market Research, Marketing Research, Marketing Management, Competitive Analysis, Advertising, Customer Service, SPSS, Merchandising, Sales Management, Sales, Market Planning
Education
SDA Bocconi 2012 — 2013
Master of Business Administration (MBA), Marketing and Innovation
Villanova University School of Business 2007 — 2010
Bachelor of Science, Business Administration; Marketing
Fisher Investments December 2014 - Present
Fisher Investments June 2014 - December 2014
TOD'S Group June 2013 - August 2013
ASTM International December 2011 - August 2012
Anthropologie August 2007 - January 2012
ASTM International June 2010 - November 2011
Skills
Marketing, Market Research, Marketing Research, Marketing Management, Competitive Analysis, Advertising, Customer Service, SPSS, Merchandising, Sales Management, Sales, Market Planning
Education
SDA Bocconi 2012 — 2013
Master of Business Administration (MBA), Marketing and Innovation
Villanova University School of Business 2007 — 2010
Bachelor of Science, Business Administration; Marketing
Eric LaMasters Eric LaMasters's Fisher Investments Experience 2006 - 2007
Job Fulltime Dad
Industry Financial Services
Experience
Wells Fargo Bank November 2007 - May 2010
Fisher Investments 2006 - 2007
Pulse Systems 2002 - 2006
Education
The University of South Dakota
MBA, Emphasis in MIS
South Dakota State University
BS, Chemistry
Wells Fargo Bank November 2007 - May 2010
Fisher Investments 2006 - 2007
Pulse Systems 2002 - 2006
Education
The University of South Dakota
MBA, Emphasis in MIS
South Dakota State University
BS, Chemistry
Klint Sheridan's Fisher Investments Experience August 2012 - Present
Job Relationship Management Specialist
Industry Financial Services
Experience
Fisher Investments August 2012 - Present
Capital Group July 2006 - July 2012
Capital Group September 2010 - September 2011
KRCB Radio March 2002 - July 2003
Skills
Communication, Analysis, Attention To Detail, Multitasker, Prioritization, Situational Leadership, Excel, Coordination, Building Relationships
Education
UC San Diego 2003 — 2006
B.A., Economics, 3.4
Santa Rosa Junior College 2001 — 2003
Courses for Transfer
Fisher Investments August 2012 - Present
Capital Group July 2006 - July 2012
Capital Group September 2010 - September 2011
KRCB Radio March 2002 - July 2003
Skills
Communication, Analysis, Attention To Detail, Multitasker, Prioritization, Situational Leadership, Excel, Coordination, Building Relationships
Education
UC San Diego 2003 — 2006
B.A., Economics, 3.4
Santa Rosa Junior College 2001 — 2003
Courses for Transfer
David Barson's Fisher Investments Experience January 2008 - Present
Job Investment Counselor
Industry Investment Management
Experience
Fisher Investments January 2008 - Present
BioReliance January 2004 - January 2008
Informax (acquired by Invitrogen) February 2000 - June 2001
Bio-Rad Laboratories March 1997 - February 2000
Genentech December 1995 - March 1997
Skills
Series 65, Sales, Financial Analysis, Investment Strategies, Investment Advisory, Investments, Asset Allocation, Strategic Financial..., Business Development, Wealth Management, New Business Development, Health Insurance, Life Insurance
Education
UC Berkeley, Extension 2005 — 2007
Certificate in Personal Financial Planning
Santa Clara University 2001 — 2003
MBA, Marketing/Finance
University of California, Davis 1989 — 1994
Bachelor of Science, Biological Sciences
Fisher Investments January 2008 - Present
BioReliance January 2004 - January 2008
Informax (acquired by Invitrogen) February 2000 - June 2001
Bio-Rad Laboratories March 1997 - February 2000
Genentech December 1995 - March 1997
Skills
Series 65, Sales, Financial Analysis, Investment Strategies, Investment Advisory, Investments, Asset Allocation, Strategic Financial..., Business Development, Wealth Management, New Business Development, Health Insurance, Life Insurance
Education
UC Berkeley, Extension 2005 — 2007
Certificate in Personal Financial Planning
Santa Clara University 2001 — 2003
MBA, Marketing/Finance
University of California, Davis 1989 — 1994
Bachelor of Science, Biological Sciences
Steve Napier's Fisher Investments Experience January 2006 - January 2009
Job Finance at City of Sunnyvale
Industry Government Administration
Experience
City of Sunnyvale April 2009 - Present
Fisher Investments January 2006 - January 2009
Fisher Investments November 2004 - January 2006
San Diego Pension Consultants June 2002 - November 2004
Skills
Financial Analysis, Financial Modeling, Investments, Portfolio Management, Asset Management, Strategic Planning, Budgets, Data Analysis, Microsoft Excel, Forecasting, Business Analysis, Management, Analysis, Leadership, Project Management, Program Management
Education
Santa Clara University - Leavey School of Business 2009 — 2011
MBA
University of California, San Diego
City of Sunnyvale April 2009 - Present
Fisher Investments January 2006 - January 2009
Fisher Investments November 2004 - January 2006
San Diego Pension Consultants June 2002 - November 2004
Skills
Financial Analysis, Financial Modeling, Investments, Portfolio Management, Asset Management, Strategic Planning, Budgets, Data Analysis, Microsoft Excel, Forecasting, Business Analysis, Management, Analysis, Leadership, Project Management, Program Management
Education
Santa Clara University - Leavey School of Business 2009 — 2011
MBA
University of California, San Diego
Shuo Yang's Fisher Investments Experience June 2007 - September 2007
Job CoFounder / Chief Operating Officer at Maderight Co
Industry Logistics and Supply Chain
Experience
Maderight Co March 2015 - Present
ASPECD Apparel October 2012 - June 2015
Paragon Advisors, LLC September 2011 - January 2015
Opal Guild Limited December 2011 - October 2013
Asia Jewellery Holdings, Ltd. September 2011 - October 2013
3LP Advisors March 2010 - September 2011
The Boston Consulting Group August 2008 - March 2010
Fisher Investments June 2007 - September 2007
Lawrence Berkeley National Laboratory 2005 - 2007
Ford Motor Company June 2006 - September 2006
Skills
Engineering, Financial Modeling, Competitive Analysis, Business Strategy, Market Analysis, Management Consulting, Strategic Planning, Matlab, Business Planning, Analytics, Data Analysis, Due Diligence, Market Research, Team Leadership, Entrepreneurship, Energy, Microsoft Office, Financial Analysis, Excel, Renewable Energy, PowerPoint, Product Development, Business Development
Education
Stanford University 2007 — 2008
MS, Management Science and Engineering
University of California, Berkeley 2003 — 2007
B.S., Mechanical Engineering, Materials Science
Maderight Co March 2015 - Present
ASPECD Apparel October 2012 - June 2015
Paragon Advisors, LLC September 2011 - January 2015
Opal Guild Limited December 2011 - October 2013
Asia Jewellery Holdings, Ltd. September 2011 - October 2013
3LP Advisors March 2010 - September 2011
The Boston Consulting Group August 2008 - March 2010
Fisher Investments June 2007 - September 2007
Lawrence Berkeley National Laboratory 2005 - 2007
Ford Motor Company June 2006 - September 2006
Skills
Engineering, Financial Modeling, Competitive Analysis, Business Strategy, Market Analysis, Management Consulting, Strategic Planning, Matlab, Business Planning, Analytics, Data Analysis, Due Diligence, Market Research, Team Leadership, Entrepreneurship, Energy, Microsoft Office, Financial Analysis, Excel, Renewable Energy, PowerPoint, Product Development, Business Development
Education
Stanford University 2007 — 2008
MS, Management Science and Engineering
University of California, Berkeley 2003 — 2007
B.S., Mechanical Engineering, Materials Science
Tanya Kelbert's Fisher Investments Experience January 2008 - Present
Job Software Engineer at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2008 - Present
Fisher Investments December 2002 - Present
Bank of Israel 1997 - 2000
Ukrainian Taxation Agency 1992 - 1994
Education
The Hebrew University 1995 — 1999
BA, Economics and Statistics
College of Finance and Accounting 1991 — 1993
BA, Accounting/Taxation
Fisher Investments January 2008 - Present
Fisher Investments December 2002 - Present
Bank of Israel 1997 - 2000
Ukrainian Taxation Agency 1992 - 1994
Education
The Hebrew University 1995 — 1999
BA, Economics and Statistics
College of Finance and Accounting 1991 — 1993
BA, Accounting/Taxation
Reza Shahi, CFA's Fisher Investments Experience 2001 - 2003
Job Director of Operations Citadel Global Equities
Industry Financial Services
Experience
Citadel LLC July 2015 - Present
Millennium Partners June 2013 - May 2015
Millennium Partners April 2011 - June 2013
Omnium LLC September 2009 - April 2011
Citadel Investment Group December 2004 - September 2009
Countrywide Securities 2003 - 2004
Fisher Investments 2001 - 2003
Skills
Derivatives, Fixed Income, Middle Office, Hedge Funds, Equities, Alternative Investments, Bloomberg, Capital Markets, Valuation, Trading, Investments, Financial Analysis, Securities, Due Diligence, Options, Sales Operations, Trading Systems, Corporate Finance
Education
The University of Chicago Booth School of Business 2008 — 2011
MBA, Finance
University of California, San Diego 1997 — 2001
Bachelor of Science, Management Science
Calabasas High School 1993 — 1997
Citadel LLC July 2015 - Present
Millennium Partners June 2013 - May 2015
Millennium Partners April 2011 - June 2013
Omnium LLC September 2009 - April 2011
Citadel Investment Group December 2004 - September 2009
Countrywide Securities 2003 - 2004
Fisher Investments 2001 - 2003
Skills
Derivatives, Fixed Income, Middle Office, Hedge Funds, Equities, Alternative Investments, Bloomberg, Capital Markets, Valuation, Trading, Investments, Financial Analysis, Securities, Due Diligence, Options, Sales Operations, Trading Systems, Corporate Finance
Education
The University of Chicago Booth School of Business 2008 — 2011
MBA, Finance
University of California, San Diego 1997 — 2001
Bachelor of Science, Management Science
Calabasas High School 1993 — 1997
Ashly Sylvia's Fisher Investments Experience September 2005 - June 2011
Job Account Executive at Demandforce
Industry Financial Services
Experience
ForceRecruit February 2015 - Present
Demandforce August 2011 - February 2013
Fisher Investments September 2005 - June 2011
Skills
CRM, Salesforce.com, Sales, Business Development, SaaS, Sales Process, Leadership, Strategic Partnerships, Cold Calling, Direct Sales, Enterprise Software, Lead Generation, Management
Education
Santa Clara University 1999 — 2003
ForceRecruit February 2015 - Present
Demandforce August 2011 - February 2013
Fisher Investments September 2005 - June 2011
Skills
CRM, Salesforce.com, Sales, Business Development, SaaS, Sales Process, Leadership, Strategic Partnerships, Cold Calling, Direct Sales, Enterprise Software, Lead Generation, Management
Education
Santa Clara University 1999 — 2003
Brian Yadao, CFA's Fisher Investments Experience June 2008 - September 2008
Job Research Analyst at Russell Investments
Industry Financial Services
Experience
Russell Investments September 2015 - Present
Russell Investments September 2011 - Present
Mercer Investment Consulting July 2009 - September 2011
Fisher Investments June 2008 - September 2008
Alaska Permanent Fund Corporation June 2007 - September 2007
Enterprise Rent-A-Car June 2006 - September 2006
Skills
Investments, Alternative Investments, Finance, Equities, Mutual Funds, Fixed Income, Bloomberg, Investment Management, Hedge Funds, Financial Modeling, Financial Services, Asset Management, Portfolio Management, Economics, Asset Allocation
Education
Seattle University 2005 — 2009
BABA, Finance & Business Economics
Russell Investments September 2015 - Present
Russell Investments September 2011 - Present
Mercer Investment Consulting July 2009 - September 2011
Fisher Investments June 2008 - September 2008
Alaska Permanent Fund Corporation June 2007 - September 2007
Enterprise Rent-A-Car June 2006 - September 2006
Skills
Investments, Alternative Investments, Finance, Equities, Mutual Funds, Fixed Income, Bloomberg, Investment Management, Hedge Funds, Financial Modeling, Financial Services, Asset Management, Portfolio Management, Economics, Asset Allocation
Education
Seattle University 2005 — 2009
BABA, Finance & Business Economics
Dave Getzelman's Fisher Investments Experience Credit AnalystComericaFebruary 2002 - February 2004
Job Research Analyst at Fisher Investments
Industry Financial Services
Experience
Fisher Investments Credit AnalystComericaFebruary 2002 - February 2004
Education
Santa Clara University 1996 — 2000
Fisher Investments Credit AnalystComericaFebruary 2002 - February 2004
Education
Santa Clara University 1996 — 2000
Scott Marks's Fisher Investments Experience 2008 - 2008
Job Securities Trader
Industry Capital Markets
Experience
Trillium Trading, LLC 2009 - Present
Fisher Investments 2008 - 2008
Skills
Equities, Capital Markets, Trading, Financial Modeling, Hedge Funds, Corporate Finance, Financial Analysis, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Corporate Finance
The Johns Hopkins University 2005 — 2008
Bachelor of Science (B.S.), Applied Mathematics and Statistics, Minor in Entrepreneurship and Management
Trillium Trading, LLC 2009 - Present
Fisher Investments 2008 - 2008
Skills
Equities, Capital Markets, Trading, Financial Modeling, Hedge Funds, Corporate Finance, Financial Analysis, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Corporate Finance
The Johns Hopkins University 2005 — 2008
Bachelor of Science (B.S.), Applied Mathematics and Statistics, Minor in Entrepreneurship and Management
Andrew Pacini's Fisher Investments Experience 2005 - 2005
Job Vice President at Medley Capital
Industry Banking
Experience
Medley Capital April 2014 - Present
Wells Fargo Securities June 2012 - April 2014
Wells Fargo January 2009 - June 2012
Wells Fargo June 2006 - January 2009
Fisher Investments 2005 - 2005
Skills
Investment Banking, Capital Markets, Investments, Finance, LBO, Debt & Equity Capital..., Financial Modeling, Credit Analysis, Financial Analysis, Leveraged Finance, Valuation, Corporate Finance, Portfolio Management, Due Diligence, Banking, Commercial Banking, Mergers & Acquisitions, Private Equity, Credit, Equities
Education
Santa Clara University 2002 — 2006
Bachelor's Degree, Finance and Entrepreneurship
Medley Capital April 2014 - Present
Wells Fargo Securities June 2012 - April 2014
Wells Fargo January 2009 - June 2012
Wells Fargo June 2006 - January 2009
Fisher Investments 2005 - 2005
Skills
Investment Banking, Capital Markets, Investments, Finance, LBO, Debt & Equity Capital..., Financial Modeling, Credit Analysis, Financial Analysis, Leveraged Finance, Valuation, Corporate Finance, Portfolio Management, Due Diligence, Banking, Commercial Banking, Mergers & Acquisitions, Private Equity, Credit, Equities
Education
Santa Clara University 2002 — 2006
Bachelor's Degree, Finance and Entrepreneurship
Colin Funk's Fisher Investments Experience June 2012 - Present
Job Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2012 - Present
Fisher Investments December 2010 - June 2012
Fisher Investments December 2009 - November 2010
Fisher Investments November 2002 - November 2009
UBS October 1999 - November 2002
Education
University of California, Santa Barbara 1994 — 1999
Stanford University
Fisher Investments June 2012 - Present
Fisher Investments December 2010 - June 2012
Fisher Investments December 2009 - November 2010
Fisher Investments November 2002 - November 2009
UBS October 1999 - November 2002
Education
University of California, Santa Barbara 1994 — 1999
Stanford University
Frank Fontanella's Fisher Investments Experience April 2013 - Present
Job Regional VIce President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2013 - Present
Sun Trust Investment Services January 2011 - April 2013
Skills
Investments, 401k Rollovers, Series 7, Banking, Sales Management, Account Management, Investment Advisory, Asset Management
Education
State University of New York at Stony Brook
Mechanical Engineering
Fisher Investments April 2013 - Present
Sun Trust Investment Services January 2011 - April 2013
Skills
Investments, 401k Rollovers, Series 7, Banking, Sales Management, Account Management, Investment Advisory, Asset Management
Education
State University of New York at Stony Brook
Mechanical Engineering
Vincent Postillion's Fisher Investments Experience July 2012 - May 2013
Job Financial Analyst at SilverRock Automotive
Industry Investment Management
Experience
SilverRock Automotive, Inc. November 2014 - Present
Bay Street Research May 2013 - November 2014
Fisher Investments July 2012 - May 2013
Silicon Valley Research & Trading June 2011 - December 2011
Skills
Portfolio Management, Asset Allocation, Valuation, Financial Modeling, Investment Management, Financial Analysis, Asset Managment, Investment Strategies, Microsoft Excel, PowerPoint, DCF, DCF Valuation, Microsoft Office, Market Research, Business Analysis
Education
Santa Clara University - Leavey School of Business 2007 — 2012
Bachelor of Science, in Commerce, Finance
Santa Clara University 2007 — 2012
Bachelor of Science, Civil Engineering
SilverRock Automotive, Inc. November 2014 - Present
Bay Street Research May 2013 - November 2014
Fisher Investments July 2012 - May 2013
Silicon Valley Research & Trading June 2011 - December 2011
Skills
Portfolio Management, Asset Allocation, Valuation, Financial Modeling, Investment Management, Financial Analysis, Asset Managment, Investment Strategies, Microsoft Excel, PowerPoint, DCF, DCF Valuation, Microsoft Office, Market Research, Business Analysis
Education
Santa Clara University - Leavey School of Business 2007 — 2012
Bachelor of Science, in Commerce, Finance
Santa Clara University 2007 — 2012
Bachelor of Science, Civil Engineering
Chris Creed, CFP®'s Fisher Investments Experience August 2006 - July 2013
Job VP, Director of Private Client Business Development at AFAM Capital, Inc.
Industry Investment Management
Experience
AFAM Capital, Inc. July 2013 - Present
Fisher Investments August 2006 - July 2013
Wachovia Securities Financial Network September 2003 - September 2006
Edward Jones March 1994 - September 2003
Education
Southeastern Louisiana University 1990 — 1993
BA, marketing
Centerville High
AFAM Capital, Inc. July 2013 - Present
Fisher Investments August 2006 - July 2013
Wachovia Securities Financial Network September 2003 - September 2006
Edward Jones March 1994 - September 2003
Education
Southeastern Louisiana University 1990 — 1993
BA, marketing
Centerville High
Elias Stambolis's Fisher Investments Experience August 2008 - November 2008
Job Portfolio Manager at Axata Investments LLC
Industry Financial Services
Experience
Axata Investments LLC July 2011 - Present
Fisher Investments August 2008 - November 2008
Merrill Lynch June 2007 - August 2007
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Michigan 2004 — 2008
Bachelor of Science
Axata Investments LLC July 2011 - Present
Fisher Investments August 2008 - November 2008
Merrill Lynch June 2007 - August 2007
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Michigan 2004 — 2008
Bachelor of Science
Dwiti Purohit's Fisher Investments Experience June 2015 - Present
Job Sr Database Developer at Fisher Investments
Industry Consumer Services
Experience
Fisher Investments June 2015 - Present
Fisher Investments May 2014 - Present
Travelzoo August 2013 - May 2014
Experian Consumer Direct March 2011 - June 2013
Fisher controls February 2008 - October 2010
Skills
SQL Server, Databases, Windows, Troubleshooting, Requirements Analysis, VSS, SQL, Documentation, Access, Analysis, Deployment, Administration, Microsoft Office, SDLC, Problem Solving, Architecture, Microsoft SQL Server, Testing, T-SQL, Visual Basic, SSIS, IIS, SSRS, General Awesomeness, Software Documentation, Agile Methodologies, Database Administration, Business Analysis
Education
Schiller International University 2006 — 2007
MBA IT, Information Technology
Fisher Investments June 2015 - Present
Fisher Investments May 2014 - Present
Travelzoo August 2013 - May 2014
Experian Consumer Direct March 2011 - June 2013
Fisher controls February 2008 - October 2010
Skills
SQL Server, Databases, Windows, Troubleshooting, Requirements Analysis, VSS, SQL, Documentation, Access, Analysis, Deployment, Administration, Microsoft Office, SDLC, Problem Solving, Architecture, Microsoft SQL Server, Testing, T-SQL, Visual Basic, SSIS, IIS, SSRS, General Awesomeness, Software Documentation, Agile Methodologies, Database Administration, Business Analysis
Education
Schiller International University 2006 — 2007
MBA IT, Information Technology
Daniel Resnick's Fisher Investments Experience 2005 - 2008
Job Key Account Manager at C.H. Robinson
Industry Logistics and Supply Chain
Experience
C.H. Robinson April 2012 - Present
C.H. Robinson July 2011 - March 2012
C.H. Robinson March 2009 - June 2011
C.H. Robinson November 2008 - February 2009
Fisher Investments 2005 - 2008
Skills
3PL, LTL, Transportation..., Truckload, Freight, Transportation, Freight Forwarding, Air Freight, Logistics, Logistics Management, International Logistics, Container, Ocean, Warehousing, Supply Chain, Analytics, Business Development
Education
The Ohio State University 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General, Magna Cum Laude - 3.85
C.H. Robinson April 2012 - Present
C.H. Robinson July 2011 - March 2012
C.H. Robinson March 2009 - June 2011
C.H. Robinson November 2008 - February 2009
Fisher Investments 2005 - 2008
Skills
3PL, LTL, Transportation..., Truckload, Freight, Transportation, Freight Forwarding, Air Freight, Logistics, Logistics Management, International Logistics, Container, Ocean, Warehousing, Supply Chain, Analytics, Business Development
Education
The Ohio State University 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General, Magna Cum Laude - 3.85
Nicholas Casini's Fisher Investments Experience August 2014 - Present
Job Associate, Portfolio Analytics and Reporting at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2014 - Present
SoFi January 2014 - August 2014
JPMorgan Chase April 2012 - December 2013
Provident Funding Associates L.P. June 2009 - March 2012
Morgan Stanley Smith Barney June 2008 - August 2008
Morgan Stanley Smith Barney April 2008 - June 2008
Skills
Credit, Funding, Mortgage Underwriting, Financial Risk, Auditing, Finance, Mortgage Lending, Underwriting, Risk, Audit
Education
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelor of Science in Commerce, Finance
Fisher Investments August 2014 - Present
SoFi January 2014 - August 2014
JPMorgan Chase April 2012 - December 2013
Provident Funding Associates L.P. June 2009 - March 2012
Morgan Stanley Smith Barney June 2008 - August 2008
Morgan Stanley Smith Barney April 2008 - June 2008
Skills
Credit, Funding, Mortgage Underwriting, Financial Risk, Auditing, Finance, Mortgage Lending, Underwriting, Risk, Audit
Education
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelor of Science in Commerce, Finance
Marc Fuller's Fisher Investments Experience September 2010 - June 2011
Job Business Operations Strategy Lead
Industry Financial Services
Experience
Replicon August 2013 - Present
Needham & Company June 2011 - July 2013
Fisher Investments September 2010 - June 2011
Skills
Mergers, Private Equity, Finance, Management Consulting, Portfolio Management, Investment Banking, Financial Analysis, Financial Reporting, Forecasting, Management, Financial Modeling, Accounting, Analysis, Valuation, Strategic Planning, Business Planning, Business Development, Start-ups, Business Strategy, Mergers & Acquisitions, Equity Research
Education
Santa Clara University 2006 — 2010
B.S. Commerce, Finance, Graduated: Cum Laude
The Thacher School 2002 — 2006
Replicon August 2013 - Present
Needham & Company June 2011 - July 2013
Fisher Investments September 2010 - June 2011
Skills
Mergers, Private Equity, Finance, Management Consulting, Portfolio Management, Investment Banking, Financial Analysis, Financial Reporting, Forecasting, Management, Financial Modeling, Accounting, Analysis, Valuation, Strategic Planning, Business Planning, Business Development, Start-ups, Business Strategy, Mergers & Acquisitions, Equity Research
Education
Santa Clara University 2006 — 2010
B.S. Commerce, Finance, Graduated: Cum Laude
The Thacher School 2002 — 2006
Timothy Sanger's Fisher Investments Experience July 2004 - November 2009
Job Opperations Officer at Victoria 1522 Investments
Industry Financial Services
Experience
Victoria 1522 Investments January 2011 - Present
Fisher Investments July 2004 - November 2009
Fisher Investments March 2003 - July 2004
Montgomery Asset Management September 2000 - March 2003
Education
State University of New York College at Brockport
BS, Management
Victoria 1522 Investments January 2011 - Present
Fisher Investments July 2004 - November 2009
Fisher Investments March 2003 - July 2004
Montgomery Asset Management September 2000 - March 2003
Education
State University of New York College at Brockport
BS, Management
Carlos Marcano's Fisher Investments Experience August 2007 - August 2008
Job Managing Partner at Miami Insurance Brokers
Industry Insurance
Experience
Miami Insurance Brokers October 2008 - Present
Fisher Investments August 2007 - August 2008
Skills
Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Liability, Underwriting, Health Insurance, Legal Liability, Brokers, Life Insurance, Disability Insurance, Casualty, Whole Life, Retirement, 401k, Customer Service
Education
Syracuse University 2004 — 2007
Finance, Entrepreneurship/Entrepreneurial Studies
University of Miami 2003 — 2004
Miami Insurance Brokers October 2008 - Present
Fisher Investments August 2007 - August 2008
Skills
Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Liability, Underwriting, Health Insurance, Legal Liability, Brokers, Life Insurance, Disability Insurance, Casualty, Whole Life, Retirement, 401k, Customer Service
Education
Syracuse University 2004 — 2007
Finance, Entrepreneurship/Entrepreneurial Studies
University of Miami 2003 — 2004
Daniel Coble's Fisher Investments Experience June 2013 - Present
Job Foreign PCG UK Analyst at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2013 - Present
Fisher Investments August 2010 - June 2013
Fisher Investments May 2010 - August 2010
Fisher Investments June 2007 - May 2010
Skills
Financial Analysis, Data Analysis, Salesforce.com, Asset Management, Fixed Income, Alternative Investments, Investments, Portfolio Management
Education
The Johns Hopkins University 2003 — 2007
BA, Economics; Applied Math and Statistics
Bellarmine College Preparatory 1999 — 2003
Fisher Investments June 2013 - Present
Fisher Investments August 2010 - June 2013
Fisher Investments May 2010 - August 2010
Fisher Investments June 2007 - May 2010
Skills
Financial Analysis, Data Analysis, Salesforce.com, Asset Management, Fixed Income, Alternative Investments, Investments, Portfolio Management
Education
The Johns Hopkins University 2003 — 2007
BA, Economics; Applied Math and Statistics
Bellarmine College Preparatory 1999 — 2003
Jonathan Hwang's Fisher Investments Experience June 2007 - January 2009
Job 2E at the Dedman School of Law (SMU)
Industry Law Practice
Experience
Leapforce June 2011 - Present
Dallas County Public Defender's Office February 2011 - June 2011
Fisher Investments June 2007 - January 2009
College Works Painting January 2006 - September 2006
Education
Southern Methodist University Dedman School of Law 2010 — 2014
J.D., Law
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
BBA, Finance
Leapforce June 2011 - Present
Dallas County Public Defender's Office February 2011 - June 2011
Fisher Investments June 2007 - January 2009
College Works Painting January 2006 - September 2006
Education
Southern Methodist University Dedman School of Law 2010 — 2014
J.D., Law
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
BBA, Finance
Laura Miola's Fisher Investments Experience March 2013 - May 2013
Job Microsoft ITWW Tools Readiness Program Mgr/Consultant at Microsoft
Industry Research
Experience
Microsoft February 2015 - Present
Stanford University June 2013 - August 2013
Incentive Networks October 2011 - June 2013
Fisher Investments March 2013 - May 2013
Proceed Media Group June 2011 - July 2011
Moziak Multimedia March 2011 - June 2011
Skills
Online Advertising, Microsoft Excel, Access, Google Analytics, Adobe Lightroom, Photoshop, Social Networking, International Relations, E-commerce SEO, Social Media, Analytics, Event Planning, Marketing, Spanish, Cloud Computing, DaaS, PaaS, SaaS, Entrepreneurship, R, International M&A, Venture Capital, Angel Investing, Private Equity, Funding, Mutual Funds, Financial Modeling, SEO
Education
Santa Clara University 2010 — 2014
Financial Engineering and Data Science
Stanford University 2013 — 2013
Technology and Innovation
Fundacao Getulio Vargas / FGV 2012 — 2012
International Management
Skyline High School
Microsoft February 2015 - Present
Stanford University June 2013 - August 2013
Incentive Networks October 2011 - June 2013
Fisher Investments March 2013 - May 2013
Proceed Media Group June 2011 - July 2011
Moziak Multimedia March 2011 - June 2011
Skills
Online Advertising, Microsoft Excel, Access, Google Analytics, Adobe Lightroom, Photoshop, Social Networking, International Relations, E-commerce SEO, Social Media, Analytics, Event Planning, Marketing, Spanish, Cloud Computing, DaaS, PaaS, SaaS, Entrepreneurship, R, International M&A, Venture Capital, Angel Investing, Private Equity, Funding, Mutual Funds, Financial Modeling, SEO
Education
Santa Clara University 2010 — 2014
Financial Engineering and Data Science
Stanford University 2013 — 2013
Technology and Innovation
Fundacao Getulio Vargas / FGV 2012 — 2012
International Management
Skyline High School
Paul Willenberg's Fisher Investments Experience 2003 - Present
Job
Industry Investment Management
Experience
Nodoguro September 2014 - Present
Fisher Investments 2003 - Present
Education
Swarthmore College 1996 — 2000
Ba, Philosophy, linguistics
Nodoguro September 2014 - Present
Fisher Investments 2003 - Present
Education
Swarthmore College 1996 — 2000
Ba, Philosophy, linguistics
Craig Foote's Fisher Investments Experience July 2008 - October 2011
Job Investment Management Professional
Industry Investment Management
Experience
Fisher Investments July 2008 - October 2011
TD Ameritrade August 2006 - July 2008
A.G. Edwards& Sons, Inc March 2004 - August 2006
Century 21, Ebby Halliday Realtors July 2003 - March 2004
Skills
Direct Sales, Salesforce.com, Capital Markets, Customer Service, Customer Relations, Customer Acquisition, Customer Retention
Education
Texas A&M University-Commerce
Bachelor of Business Administration, Management Information Systems 2003
Fisher Investments July 2008 - October 2011
TD Ameritrade August 2006 - July 2008
A.G. Edwards& Sons, Inc March 2004 - August 2006
Century 21, Ebby Halliday Realtors July 2003 - March 2004
Skills
Direct Sales, Salesforce.com, Capital Markets, Customer Service, Customer Relations, Customer Acquisition, Customer Retention
Education
Texas A&M University-Commerce
Bachelor of Business Administration, Management Information Systems 2003
Lynette Hasegawa's Fisher Investments Experience May 2014 - August 2015
Job Senior Financial Analyst, adidas North America
Industry Retail
Experience
adidas Group August 2015 - Present
Fisher Investments May 2014 - August 2015
MetLife Alico December 2009 - February 2014
A.I.G. Global Real Estate November 2006 - November 2009
Citi October 2005 - October 2006
Skills
Microsoft Office, Microsoft Office..., Microsoft Excel, PowerPoint, Bloomberg Terminal, Financial Variance..., Financial Modeling, Analysis, Financial Analysis, Variance Analysis
Education
UCLA 2012 — 2013
Accounting, Taxation
Sophia University 2002 — 2005
Bachelor of Arts (B.A.), Comparative Culture, International Business
University of Washington 2002 — 2002
Intensive 2nd year Japanese (Summer course)
Seattle University 2000 — 2002
Economics
Central Kitsap High School
adidas Group August 2015 - Present
Fisher Investments May 2014 - August 2015
MetLife Alico December 2009 - February 2014
A.I.G. Global Real Estate November 2006 - November 2009
Citi October 2005 - October 2006
Skills
Microsoft Office, Microsoft Office..., Microsoft Excel, PowerPoint, Bloomberg Terminal, Financial Variance..., Financial Modeling, Analysis, Financial Analysis, Variance Analysis
Education
UCLA 2012 — 2013
Accounting, Taxation
Sophia University 2002 — 2005
Bachelor of Arts (B.A.), Comparative Culture, International Business
University of Washington 2002 — 2002
Intensive 2nd year Japanese (Summer course)
Seattle University 2000 — 2002
Economics
Central Kitsap High School
Alan Colabuono's Fisher Investments Experience 2002 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Fisher Investments 2002 - 2013
Fisher Investments 2002 - 2013
Skills
Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Leadership, Sales, Mutual Funds, Investments
Education
Southern Illinois University, Carbondale 1970 — 1974
BS, Accounting
Fisher Investments 2002 - 2013
Fisher Investments 2002 - 2013
Skills
Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Leadership, Sales, Mutual Funds, Investments
Education
Southern Illinois University, Carbondale 1970 — 1974
BS, Accounting
Emily Duerfeldt's Fisher Investments Experience December 2014 - Present
Job Trader at Fisher Investments
Industry Financial Services
Experience
Fisher Investments December 2014 - Present
Fisher Investments January 2013 - December 2014
Fisher Investments July 2012 - January 2013
Fisher Investments January 2010 - July 2012
Fisher Investments June 2008 - January 2010
UBS August 2006 - June 2008
The Standard May 2001 - August 2006
Skills
Investments, Leadership, Equities, Finance, Asset Management, Financial Services, Financial Analysis, Portfolio Management, Customer Service
Education
University of Portland 2000 — 2003
Master of Business Administration (M.B.A.)
Southern Oregon University 1994 — 1998
Bachelor's Degree, English Language and Literature/Letters
Fisher Investments December 2014 - Present
Fisher Investments January 2013 - December 2014
Fisher Investments July 2012 - January 2013
Fisher Investments January 2010 - July 2012
Fisher Investments June 2008 - January 2010
UBS August 2006 - June 2008
The Standard May 2001 - August 2006
Skills
Investments, Leadership, Equities, Finance, Asset Management, Financial Services, Financial Analysis, Portfolio Management, Customer Service
Education
University of Portland 2000 — 2003
Master of Business Administration (M.B.A.)
Southern Oregon University 1994 — 1998
Bachelor's Degree, English Language and Literature/Letters
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY