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
Caroline Eva Caroline Eva's Fisher Investments Experience August 2011 - April 2012
Job Supplier Manager at Madison Reed
Industry Internet
Experience
Madison Reed March 2015 - Present
OpenTable June 2014 - February 2015
OpenTable August 2013 - June 2014
Hattery (Early Stage Investment Fund and Innovation Lab) April 2012 - August 2013
Fisher Investments August 2011 - April 2012
Dalberg Global Development October 2010 - December 2010
CORE Foods June 2010 - August 2010
Green America July 2009 - August 2009
Skills
Start-ups, Entrepreneurship, Social Media, Venture Capital, Marketing, Research, Strategic Partnerships, Strategy, Advertising, Emerging Markets, Analysis, Project Management, Logistics, Supply Chain
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts (BA), Political Economy
Madison Reed March 2015 - Present
OpenTable June 2014 - February 2015
OpenTable August 2013 - June 2014
Hattery (Early Stage Investment Fund and Innovation Lab) April 2012 - August 2013
Fisher Investments August 2011 - April 2012
Dalberg Global Development October 2010 - December 2010
CORE Foods June 2010 - August 2010
Green America July 2009 - August 2009
Skills
Start-ups, Entrepreneurship, Social Media, Venture Capital, Marketing, Research, Strategic Partnerships, Strategy, Advertising, Emerging Markets, Analysis, Project Management, Logistics, Supply Chain
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts (BA), Political Economy
Marc Priebe Marc Priebe's Fisher Investments Experience July 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Fisher Investments July 2015 - Present
Wells Fargo Advisors August 2011 - July 2014
MP Consulting December 2008 - August 2011
Daymon Worldwide February 2008 - December 2008
Marcus D LLC March 2006 - December 2007
Infinity Enterprises Inc. September 2003 - October 2005
Skills
Forecasting, Account Management, Management Consulting, Marketing Strategy, Problem Solving, Project Management, Small Business, International Business, Coaching, CRM, New Business Development, Management, 401k Rollovers, Asset Allocation, Business Owner Planning, Business Succession..., Concentrated Stock..., Deferred Compensation, Estate Investment..., Financial Analysis, Financial Advisory, Financial Services, Fixed Income Strategies, Investment planning, Investments, Multi-generational..., Retirement Planning, Retirement Plan..., Risk Management, Tax-efficient strategies, Wealth Management, Wealth Preservation..., Securities, Mutual Funds, Bonds, Annuity Sales, Start-ups, Portfolio Management, Entrepreneurship, Series 7, Product Development, Business Development, Strategic Planning, Leadership, Strategy, Consulting, Business Planning
Education
Bunkyo Internship Center - University of Tokyo 1994 — 1997
Business Japanese proficiency, Advanced Japanese, affiliate program, JLPT 2
Handelhojskolen Sonderborg 1991 — 1991
Graduate, International Business
Universität Hamburg 1991 — 1991
Certificate, German
University of Wisconsin-Eau Claire 1986 — 1990
BBA, Marketing
Fisher Investments July 2015 - Present
Wells Fargo Advisors August 2011 - July 2014
MP Consulting December 2008 - August 2011
Daymon Worldwide February 2008 - December 2008
Marcus D LLC March 2006 - December 2007
Infinity Enterprises Inc. September 2003 - October 2005
Skills
Forecasting, Account Management, Management Consulting, Marketing Strategy, Problem Solving, Project Management, Small Business, International Business, Coaching, CRM, New Business Development, Management, 401k Rollovers, Asset Allocation, Business Owner Planning, Business Succession..., Concentrated Stock..., Deferred Compensation, Estate Investment..., Financial Analysis, Financial Advisory, Financial Services, Fixed Income Strategies, Investment planning, Investments, Multi-generational..., Retirement Planning, Retirement Plan..., Risk Management, Tax-efficient strategies, Wealth Management, Wealth Preservation..., Securities, Mutual Funds, Bonds, Annuity Sales, Start-ups, Portfolio Management, Entrepreneurship, Series 7, Product Development, Business Development, Strategic Planning, Leadership, Strategy, Consulting, Business Planning
Education
Bunkyo Internship Center - University of Tokyo 1994 — 1997
Business Japanese proficiency, Advanced Japanese, affiliate program, JLPT 2
Handelhojskolen Sonderborg 1991 — 1991
Graduate, International Business
Universität Hamburg 1991 — 1991
Certificate, German
University of Wisconsin-Eau Claire 1986 — 1990
BBA, Marketing
Derrek Moore Derrek Moore's Fisher Investments Experience January 2015 - March 2015
Job Implementation Analyst at Fisher Investments
Industry Investment Banking
Experience
Fisher Investments January 2015 - March 2015
Cumulus Media September 2014 - December 2014
The Petroleum Marketers Association of America June 2013 - July 2013
Office of Senator Saxby Chambliss, U.S. Senate May 2013 - June 2013
Skills
Data Analysis, Microsoft Office, Project Management, Microsoft Excel, PowerPoint, Team Leadership, Management, Customer Service, SQL, Windows, Teamwork, Social Networking, Leadership, Analysis
Education
The University of Georgia 2009 — 2014
Bachelor of Business Administration (BBA), Management Information Systems, General
Fisher Investments January 2015 - March 2015
Cumulus Media September 2014 - December 2014
The Petroleum Marketers Association of America June 2013 - July 2013
Office of Senator Saxby Chambliss, U.S. Senate May 2013 - June 2013
Skills
Data Analysis, Microsoft Office, Project Management, Microsoft Excel, PowerPoint, Team Leadership, Management, Customer Service, SQL, Windows, Teamwork, Social Networking, Leadership, Analysis
Education
The University of Georgia 2009 — 2014
Bachelor of Business Administration (BBA), Management Information Systems, General
Sean R. Treiser's Fisher Investments Experience June 2014 - August 2014
Job Business Development and Operations Intern at Connect.
Industry Higher Education
Experience
Connect. August 2015 - Present
DJ Stryzer January 2014 - Present
Warrington College of Business Administration August 2014 - Present
Dreamtech, Ray Land Inc. August 2014 - October 2014
Fisher Investments June 2014 - August 2014
Marino Parking Systems January 2010 - August 2012
Skills
Entrepreneurship, Leadership, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Public Speaking, Social Media, Teamwork, Event Planning, Facebook, Spanish, Photoshop, Customer Service, Time Management, Social Networking, Marketing, Sales, Team Leadership
Education
Universidad Antonio de Nebrija 2013 — 2013
Spanish Language and Culture, A
University of Florida 2012 — 2016
Bachelor of Science, Business Administration, Economics & Entrepreneuship
University of Florida 2011 — 2011
Young Entrepreneurs for Leadership and Sustainability Summer Program, Social Entrepreneurship
Gulf Coast High School 2008 — 2012
AP Laureate Diploma, Social Entrepreneurship
Connect. August 2015 - Present
DJ Stryzer January 2014 - Present
Warrington College of Business Administration August 2014 - Present
Dreamtech, Ray Land Inc. August 2014 - October 2014
Fisher Investments June 2014 - August 2014
Marino Parking Systems January 2010 - August 2012
Skills
Entrepreneurship, Leadership, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Public Speaking, Social Media, Teamwork, Event Planning, Facebook, Spanish, Photoshop, Customer Service, Time Management, Social Networking, Marketing, Sales, Team Leadership
Education
Universidad Antonio de Nebrija 2013 — 2013
Spanish Language and Culture, A
University of Florida 2012 — 2016
Bachelor of Science, Business Administration, Economics & Entrepreneuship
University of Florida 2011 — 2011
Young Entrepreneurs for Leadership and Sustainability Summer Program, Social Entrepreneurship
Gulf Coast High School 2008 — 2012
AP Laureate Diploma, Social Entrepreneurship
Brendan Colligan's Fisher Investments Experience June 2014 - August 2014
Job Incoming Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Arvest Bank August 2014 - May 2015
Fisher Investments June 2014 - August 2014
Skills
Finance, Teamwork, Leadership, Financial Analysis, Time Management, Critical Thinking, People Skills, Microsoft Excel, Analysis, Financial Modeling, Research, Statistics, Data Analysis, Valuation Modeling, Strategy, Financial Accounting, Managerial Finance
Education
University of Arkansas 2012 — 2016
Bachelor's Degree, Accounting and Finance
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Arvest Bank August 2014 - May 2015
Fisher Investments June 2014 - August 2014
Skills
Finance, Teamwork, Leadership, Financial Analysis, Time Management, Critical Thinking, People Skills, Microsoft Excel, Analysis, Financial Modeling, Research, Statistics, Data Analysis, Valuation Modeling, Strategy, Financial Accounting, Managerial Finance
Education
University of Arkansas 2012 — 2016
Bachelor's Degree, Accounting and Finance
Catrina Wiese Catrina Wiese's Fisher Investments Experience July 2015 - Present
Job Client Operations Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments July 2015 - Present
Commercial Retail Advisors August 2013 - May 2015
Delta Sigma Pi August 2012 - May 2015
Career Management August 2014 - December 2014
Applied Investment Management August 2014 - December 2014
Sand Capital July 2013 - July 2013
Skills
Finance, Fundraising, PowerPoint, Teamwork, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Microsoft Office, Customer Service, Financial Analysis, Research, Photoshop, Outlook, Microsoft Publisher, Time Management
Education
University of Arizona 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Fisher Investments July 2015 - Present
Commercial Retail Advisors August 2013 - May 2015
Delta Sigma Pi August 2012 - May 2015
Career Management August 2014 - December 2014
Applied Investment Management August 2014 - December 2014
Sand Capital July 2013 - July 2013
Skills
Finance, Fundraising, PowerPoint, Teamwork, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Microsoft Office, Customer Service, Financial Analysis, Research, Photoshop, Outlook, Microsoft Publisher, Time Management
Education
University of Arizona 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Luis H. Alvarado Luis H. Alvarado's Fisher Investments Experience July 2013 - July 2015
Job Sr. Associate at Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services July 2015 - Present
Fisher Investments July 2013 - July 2015
Merrill Lynch January 2012 - July 2013
HSBC August 2010 - December 2011
HSBC July 2009 - August 2010
Expeditors International July 2008 - July 2009
Terry Hines & Associates May 2007 - December 2007
Skills
Spanish, Wealth Management, Financial Analysis, Client Relationship..., Client Retention, International Business, Cross Selling, Needs Analysis, Team Leadership, Strategic Financial..., Mortgage Lending, Investment Banking, Financial Services, Finance, Business Development
Education
University of San Francisco 2004 — 2008
Bachelor's Degree, International Business, Spanish
Universitat Ramon Llull 2007 — 2007
Business, Management, Marketing, and Related Support Services
ISS Institutional Shareholder Services July 2015 - Present
Fisher Investments July 2013 - July 2015
Merrill Lynch January 2012 - July 2013
HSBC August 2010 - December 2011
HSBC July 2009 - August 2010
Expeditors International July 2008 - July 2009
Terry Hines & Associates May 2007 - December 2007
Skills
Spanish, Wealth Management, Financial Analysis, Client Relationship..., Client Retention, International Business, Cross Selling, Needs Analysis, Team Leadership, Strategic Financial..., Mortgage Lending, Investment Banking, Financial Services, Finance, Business Development
Education
University of San Francisco 2004 — 2008
Bachelor's Degree, International Business, Spanish
Universitat Ramon Llull 2007 — 2007
Business, Management, Marketing, and Related Support Services
Lydia Ranger, MBA Lydia Ranger, MBA's Fisher Investments Experience June 2012 - September 2012
Job MBA Alumni Development & Program Promotion / Adjunct Instructor at WSU Vancouver.
Industry Financial Services
Experience
Washington State University, Vancouver February 2015 - Present
Washington State University, Vancouver February 2015 - Present
Markee Valuations, LLC June 2013 - October 2014
Fisher Investments June 2012 - September 2012
Fisher Investments January 2011 - June 2012
Fisher Investments January 2010 - January 2011
American Funds October 2007 - June 2009
Skills
Close Attention to..., Microsoft Excel, Reliability, Technical Analysis, Presentation Development, Written & Oral..., 10 Key, Numerical Analysis, Trading Operations, Customer Service, MBA, Published Author, Portfolio Management, Financial Analysis, Data Analysis, Microsoft Office
Education
Washington State University 2010 — 2013
Master of Business Administration (MBA), GPA: 4.0
University of North Florida 2004 — 2006
Bachelor of Science (B.S.), Physics
United States Naval Academy 2002 — 2004
Washington State University, Vancouver February 2015 - Present
Washington State University, Vancouver February 2015 - Present
Markee Valuations, LLC June 2013 - October 2014
Fisher Investments June 2012 - September 2012
Fisher Investments January 2011 - June 2012
Fisher Investments January 2010 - January 2011
American Funds October 2007 - June 2009
Skills
Close Attention to..., Microsoft Excel, Reliability, Technical Analysis, Presentation Development, Written & Oral..., 10 Key, Numerical Analysis, Trading Operations, Customer Service, MBA, Published Author, Portfolio Management, Financial Analysis, Data Analysis, Microsoft Office
Education
Washington State University 2010 — 2013
Master of Business Administration (MBA), GPA: 4.0
University of North Florida 2004 — 2006
Bachelor of Science (B.S.), Physics
United States Naval Academy 2002 — 2004
Dylan Plimmer Dylan Plimmer's Fisher Investments Experience March 2015 - Present
Job Business Analytics at Fisher Investments
Industry Financial Services
Experience
Fisher Investments March 2015 - Present
WESCO Distribution August 2014 - February 2015
WESCO Distribution July 2013 - August 2014
Cannon & Wendt Electric Company 2011 - 2012
Skills
Economics, Microsoft Office, Econometrics, Leadership, Social Media, Project Management, Microsoft Excel, Customer Service, Quote Preparation, Placing Orders, Project Bidding, PowerPoint, Microsoft Word, Electrical Engineering, Electrical Industry, Product Knowledge, Sales, Sales Operations, Finance, Corporate Finance, Communication Skills, Social Networking, Working Memory, Stata, Regression Analysis, Data Analysis, Management, Sales Management, Analysis, Business Development, Strategy, Analytical Skills, Quantitative Analytics, Analytics, VBA, Business Strategy
Education
Tufts University 2009 — 2013
Bachelor of Science (B.S.), Economics
Fisher Investments March 2015 - Present
WESCO Distribution August 2014 - February 2015
WESCO Distribution July 2013 - August 2014
Cannon & Wendt Electric Company 2011 - 2012
Skills
Economics, Microsoft Office, Econometrics, Leadership, Social Media, Project Management, Microsoft Excel, Customer Service, Quote Preparation, Placing Orders, Project Bidding, PowerPoint, Microsoft Word, Electrical Engineering, Electrical Industry, Product Knowledge, Sales, Sales Operations, Finance, Corporate Finance, Communication Skills, Social Networking, Working Memory, Stata, Regression Analysis, Data Analysis, Management, Sales Management, Analysis, Business Development, Strategy, Analytical Skills, Quantitative Analytics, Analytics, VBA, Business Strategy
Education
Tufts University 2009 — 2013
Bachelor of Science (B.S.), Economics
Bianca Bonfim's Fisher Investments Experience July 2014 - Present
Job Account Executive at Fisher Investments
Industry E-Learning
Experience
Fisher Investments July 2014 - Present
Tulane Admissions February 2012 - May 2014
Tulane University August 2011 - May 2014
C.Spark May 2013 - March 2014
Course Hero, Inc. May 2013 - March 2014
Casa do Vo Flor Brazilian Orphanage July 2012 - December 2012
CourtWatch NOLA January 2012 - May 2012
Skills
Spanish, Brazilian Portuguese, Spanish-speaking, Social Networking, PowerPoint, Soccer, Leadership, Multi Tasking, Legal Writing, Accounting, Microsoft Applications, Marketing, Team Leadership, Microsoft Excel, Spanish Literature, English & Spanish..., Financial Accounting, Organizational Behavior, Multilingual, Microsoft Office, VBA, Adobe Acrobat, Photoshop, Coaching Staff, Ice Hockey, Microsoft Word, Legal Research, Legal, Legal Documents, Legal Issues, Time Management, Community Outreach, Fundraising, Facebook
Education
Tulane University - A.B. Freeman School of Business 2010 — 2014
Bachelor of Science in Management, Legal Studies in Business
Tulane University 2010 — 2014
Minor, Spanish and Portuguese; Pre-Med
Fisher Investments July 2014 - Present
Tulane Admissions February 2012 - May 2014
Tulane University August 2011 - May 2014
C.Spark May 2013 - March 2014
Course Hero, Inc. May 2013 - March 2014
Casa do Vo Flor Brazilian Orphanage July 2012 - December 2012
CourtWatch NOLA January 2012 - May 2012
Skills
Spanish, Brazilian Portuguese, Spanish-speaking, Social Networking, PowerPoint, Soccer, Leadership, Multi Tasking, Legal Writing, Accounting, Microsoft Applications, Marketing, Team Leadership, Microsoft Excel, Spanish Literature, English & Spanish..., Financial Accounting, Organizational Behavior, Multilingual, Microsoft Office, VBA, Adobe Acrobat, Photoshop, Coaching Staff, Ice Hockey, Microsoft Word, Legal Research, Legal, Legal Documents, Legal Issues, Time Management, Community Outreach, Fundraising, Facebook
Education
Tulane University - A.B. Freeman School of Business 2010 — 2014
Bachelor of Science in Management, Legal Studies in Business
Tulane University 2010 — 2014
Minor, Spanish and Portuguese; Pre-Med
Eric Flato Eric Flato's Fisher Investments Experience January 2015 - June 2015
Job MBA Candidate at UCLA Anderson School of Management
Industry Management Consulting
Experience
Fisher Investments January 2015 - June 2015
Fisher Investments September 2013 - January 2015
Fisher Investments July 2012 - September 2013
Fisher Investments September 2010 - June 2012
Plymouth Raiders Basketball Club August 2009 - May 2010
Teachscape October 2008 - July 2009
Skills
Microsoft Excel, PowerPoint, Data Analysis, Access, Equity Research, ThomsonOne, Datastream, Bloomberg Terminal, Economics, Portfolio Management, Research, Leadership, Financial Modeling, Investments, Sales, Marketing, Financial Analysis
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Yale University 2004 — 2008
Bachelor’s Degree, Psychology
Fisher Investments January 2015 - June 2015
Fisher Investments September 2013 - January 2015
Fisher Investments July 2012 - September 2013
Fisher Investments September 2010 - June 2012
Plymouth Raiders Basketball Club August 2009 - May 2010
Teachscape October 2008 - July 2009
Skills
Microsoft Excel, PowerPoint, Data Analysis, Access, Equity Research, ThomsonOne, Datastream, Bloomberg Terminal, Economics, Portfolio Management, Research, Leadership, Financial Modeling, Investments, Sales, Marketing, Financial Analysis
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Yale University 2004 — 2008
Bachelor’s Degree, Psychology
J. Marc Ruggerio J. Marc Ruggerio's Fisher Investments Experience 2014 - Present
Job Regional Vice President at Fisher InvestmentsPrivate Client Group
Industry Investment Management
Experience
Fisher Investments 2014 - Present
Fisher Investments 2012 - 2014
Fidelity Investments 2011 - 2012
U.S. Apartment Investor's, LLC 2009 - 2010
Pacific Life 2003 - 2009
Deutsche Bank 2000 - 2003
Protective Life / ProEquities 1998 - 2000
Jackson National Life 1998 - 1998
Knights of Columbus 1995 - 1998
Education
University of Alabama at Birmingham
Fisher Investments 2014 - Present
Fisher Investments 2012 - 2014
Fidelity Investments 2011 - 2012
U.S. Apartment Investor's, LLC 2009 - 2010
Pacific Life 2003 - 2009
Deutsche Bank 2000 - 2003
Protective Life / ProEquities 1998 - 2000
Jackson National Life 1998 - 1998
Knights of Columbus 1995 - 1998
Education
University of Alabama at Birmingham
Austin Bryant Austin Bryant's Fisher Investments Experience August 2007 - February 2010
Job Director of Sales at Xignite
Industry Information Technology and Services
Experience
Xignite October 2014 - Present
GSV Financial Group November 2013 - October 2014
CircleUp December 2012 - October 2013
Prosper Marketplace August 2011 - December 2012
LC Advisors (A Lending Club Subsidiary) March 2011 - August 2011
Fisher Investments August 2007 - February 2010
Fisher Investments June 2005 - July 2007
Skills
Investments, Alternative Investments, Portfolio Management, Capital Markets, Series 65, Salesforce.com, Investment Management, Asset Allocation, Options, P2P, Management, Sales, Thompson One, Series 63, Hedge Funds, Mutual Funds, High Net Worth..., Equity Trading, Onyx, Crowdfunding, Venture Capital, CRM, Series 82, Private Equity, Entrepreneurship, Investment Advisory, Funding, 401k, Financial Advisory, Loans, Financial Analysis, Strategic Financial..., Financial Modeling, Wealth Management..., Wealth Management, Investment Strategies, Trading, Retirement Planning, Financial Markets, Financial Services, Investor Relations, Investment Banking, Asset Management, Fixed Income, Securities, Valuation, Bonds, Series 7, ETFs, Bloomberg
Education
University of Alabama 1999 — 2003
BA, Financial Management
Stratford Academy 1998 — 1999
The Darlington School 1996 — 1998
Stratford Academy 1995 — 1996
Xignite October 2014 - Present
GSV Financial Group November 2013 - October 2014
CircleUp December 2012 - October 2013
Prosper Marketplace August 2011 - December 2012
LC Advisors (A Lending Club Subsidiary) March 2011 - August 2011
Fisher Investments August 2007 - February 2010
Fisher Investments June 2005 - July 2007
Skills
Investments, Alternative Investments, Portfolio Management, Capital Markets, Series 65, Salesforce.com, Investment Management, Asset Allocation, Options, P2P, Management, Sales, Thompson One, Series 63, Hedge Funds, Mutual Funds, High Net Worth..., Equity Trading, Onyx, Crowdfunding, Venture Capital, CRM, Series 82, Private Equity, Entrepreneurship, Investment Advisory, Funding, 401k, Financial Advisory, Loans, Financial Analysis, Strategic Financial..., Financial Modeling, Wealth Management..., Wealth Management, Investment Strategies, Trading, Retirement Planning, Financial Markets, Financial Services, Investor Relations, Investment Banking, Asset Management, Fixed Income, Securities, Valuation, Bonds, Series 7, ETFs, Bloomberg
Education
University of Alabama 1999 — 2003
BA, Financial Management
Stratford Academy 1998 — 1999
The Darlington School 1996 — 1998
Stratford Academy 1995 — 1996
Stacey Rabkin's Fisher Investments Experience 2011 - 2014
Job COO at Manera Solutions
Industry Information Technology and Services
Experience
Manera Solutions September 2015 - Present
Manera Solutions February 2015 - September 2015
Walmart eCommerce 2014 - 2015
Fisher Investments 2011 - 2014
SLAC National Accelerator Laboratory 2010 - 2011
McKesson 2007 - 2010
Gap Inc. 2006 - 2007
Gap Inc. 2004 - 2006
Gap Inc. 2001 - 2004
Gap Inc. 2000 - 2001
Skills
Process Improvement, Forecasting, Vendor Management, Analysis, PeopleSoft, Cross-functional Team..., Variance Analysis, Finance, Management, Accounting, Budgets, SDLC, Strategic Planning, Project Management
Education
Tulane University 1994 — 1998
BS, Accounting
Manera Solutions September 2015 - Present
Manera Solutions February 2015 - September 2015
Walmart eCommerce 2014 - 2015
Fisher Investments 2011 - 2014
SLAC National Accelerator Laboratory 2010 - 2011
McKesson 2007 - 2010
Gap Inc. 2006 - 2007
Gap Inc. 2004 - 2006
Gap Inc. 2001 - 2004
Gap Inc. 2000 - 2001
Skills
Process Improvement, Forecasting, Vendor Management, Analysis, PeopleSoft, Cross-functional Team..., Variance Analysis, Finance, Management, Accounting, Budgets, SDLC, Strategic Planning, Project Management
Education
Tulane University 1994 — 1998
BS, Accounting
Kendall Brown Kendall Brown's Fisher Investments Experience August 2014 - May 2015
Job Consultant at ACA Compliance Group
Industry Financial Services
Experience
ACA Compliance Group July 2015 - Present
World Affairs Council of Oregon May 2015 - July 2015
Affinity Property Management - OR May 2015 - July 2015
Fisher Investments August 2014 - May 2015
Patpatia & Associates February 2014 - June 2014
Centro Legal de la Raza June 2013 - August 2013
Rafael Alberti Primary School January 2013 - May 2013
Alameda County June 2012 - August 2012
Lavande Spa & Boutique May 2012 - August 2012
Las Trampas Pool June 2008 - August 2012
Skills
Spanish, Research, Fundraising, Time Management, Microsoft Office, PowerPoint, Community Outreach, Microsoft Word, Nonprofits, Political Science, Marketing, Customer Service, Microsoft Excel, Financial Services, International Relations, Office Management, Data Analysis, Salesforce Administrator
Education
UC Berkeley 2010 — 2013
Political Economy, International and Area Studies
Universidad Pablo de Olavide 2013 — 2013
Hispanic Studies, Business & Spanish Language
Campolindo High School 2006 — 2010
ACA Compliance Group July 2015 - Present
World Affairs Council of Oregon May 2015 - July 2015
Affinity Property Management - OR May 2015 - July 2015
Fisher Investments August 2014 - May 2015
Patpatia & Associates February 2014 - June 2014
Centro Legal de la Raza June 2013 - August 2013
Rafael Alberti Primary School January 2013 - May 2013
Alameda County June 2012 - August 2012
Lavande Spa & Boutique May 2012 - August 2012
Las Trampas Pool June 2008 - August 2012
Skills
Spanish, Research, Fundraising, Time Management, Microsoft Office, PowerPoint, Community Outreach, Microsoft Word, Nonprofits, Political Science, Marketing, Customer Service, Microsoft Excel, Financial Services, International Relations, Office Management, Data Analysis, Salesforce Administrator
Education
UC Berkeley 2010 — 2013
Political Economy, International and Area Studies
Universidad Pablo de Olavide 2013 — 2013
Hispanic Studies, Business & Spanish Language
Campolindo High School 2006 — 2010
Jacob Rose Jacob Rose's Fisher Investments Experience April 2015 - Present
Job Account Executive at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2015 - Present
Tech Launch Arizona February 2014 - February 2015
Abbott Vascular May 2014 - August 2014
Chimes Junior Honorary April 2013 - April 2014
YMCA June 2012 - August 2013
Onward Reserve February 2012 - October 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Budgets, Management, Research, Financial Analysis, Accounting, Spreadsheets, Recruiting, Finance, Leadership, Public Speaking, Time Management, SAP
Education
University of Arizona 2011 — 2015
Bachelor's Degree, Finance, Senior
Fisher Investments April 2015 - Present
Tech Launch Arizona February 2014 - February 2015
Abbott Vascular May 2014 - August 2014
Chimes Junior Honorary April 2013 - April 2014
YMCA June 2012 - August 2013
Onward Reserve February 2012 - October 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Budgets, Management, Research, Financial Analysis, Accounting, Spreadsheets, Recruiting, Finance, Leadership, Public Speaking, Time Management, SAP
Education
University of Arizona 2011 — 2015
Bachelor's Degree, Finance, Senior
Tyson Bennett Tyson Bennett's Fisher Investments Experience July 2007 - September 2008
Job Director at Daversa Partners
Industry Staffing and Recruiting
Experience
Daversa Partners September 2013 - Present
Daversa Partners September 2008 - September 2013
Fisher Investments July 2007 - September 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
BA, Marketing
Daversa Partners September 2013 - Present
Daversa Partners September 2008 - September 2013
Fisher Investments July 2007 - September 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
BA, Marketing
Cate Yu's Fisher Investments Experience August 2013 - March 2014
Job Technical Talent at Medallia, Inc.
Industry Computer Software
Experience
Medallia, Inc. March 2014 - Present
Fisher Investments August 2013 - March 2014
Carnegie Mellon University August 2010 - May 2013
CMU Solutions August 2009 - May 2013
US-UK Fulbright Commission May 2011 - August 2011
The University of Texas at Austin June 2008 - September 2008
Skills
Recruiting, Technical Recruiting, Consulting, Business Analysis, Project Management, Business Development, CRM, Research, Start-ups, Film Criticism, French, Management Consulting
Education
Carnegie Mellon University 2009 — 2013
Bachelor of Science (B.S.), International Relations and Politics
Université Jean Moulin (Lyon III) 2012 — 2012
Livingston High School 2005 — 2009
Medallia, Inc. March 2014 - Present
Fisher Investments August 2013 - March 2014
Carnegie Mellon University August 2010 - May 2013
CMU Solutions August 2009 - May 2013
US-UK Fulbright Commission May 2011 - August 2011
The University of Texas at Austin June 2008 - September 2008
Skills
Recruiting, Technical Recruiting, Consulting, Business Analysis, Project Management, Business Development, CRM, Research, Start-ups, Film Criticism, French, Management Consulting
Education
Carnegie Mellon University 2009 — 2013
Bachelor of Science (B.S.), International Relations and Politics
Université Jean Moulin (Lyon III) 2012 — 2012
Livingston High School 2005 — 2009
Brendan Norman's Fisher Investments Experience September 2006 - October 2011
Job Client Partner at Facebook
Industry Information Technology and Services
Experience
Facebook August 2014 - Present
LiveRail (Acquired by Facebook) May 2014 - Present
Unitas Global October 2013 - February 2014
Unitas Global April 2013 - November 2013
Fisher Investments September 2006 - October 2011
Skills
Social Media, Sales, Training, Marketing, Social Media Marketing, Advertising, Management, Event Planning, Customer Service, Time Management, Sales Management, Business Development, Entrepreneurship, Enterprise Software, Social Networking, Film, Photography, Public Relations, Event Management, Digital Media, Selling, Television, Facebook, Editing, Online Marketing, Video, New Media, Blogging, Digital Marketing, Entertainment, Creative Direction, Email Marketing, Creative Writing, Video Production, Online Advertising, Copywriting, Press Releases, Marketing Communications
Education
Wittenberg University 2002 — 2006
BA
Universitat d'Alacant 2004 — 2004
International Business, European Economics
Facebook August 2014 - Present
LiveRail (Acquired by Facebook) May 2014 - Present
Unitas Global October 2013 - February 2014
Unitas Global April 2013 - November 2013
Fisher Investments September 2006 - October 2011
Skills
Social Media, Sales, Training, Marketing, Social Media Marketing, Advertising, Management, Event Planning, Customer Service, Time Management, Sales Management, Business Development, Entrepreneurship, Enterprise Software, Social Networking, Film, Photography, Public Relations, Event Management, Digital Media, Selling, Television, Facebook, Editing, Online Marketing, Video, New Media, Blogging, Digital Marketing, Entertainment, Creative Direction, Email Marketing, Creative Writing, Video Production, Online Advertising, Copywriting, Press Releases, Marketing Communications
Education
Wittenberg University 2002 — 2006
BA
Universitat d'Alacant 2004 — 2004
International Business, European Economics
Peter Chizever Peter Chizever's Fisher Investments Experience September 2009 - Present
Job Vice President, Sr. Relationship Manager, Portfolio Specialist at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2009 - Present
Fisher Investments Institutional Group August 2007 - September 2009
Fisher Investments November 2005 - August 2007
Fisher Investments June 2003 - November 2005
Fisher Investments September 2001 - June 2003
Skills
Asset Managment, Investments, Equities, Portfolio Management, Investment Strategies, Hedge Funds, Fixed Income, Asset Allocation, Alternative Investments, Mutual Funds, Wealth Management, Financial Modeling, Investment Management, Capital Markets, Financial Markets, Financial Services, Relationship Management, Institutional..., Finance, Pensions, Investment Advisory, Asset Management
Education
University of California, Berkeley 1996 — 2000
Bachelor’s Degree, Astrophysics
Fisher Investments September 2009 - Present
Fisher Investments Institutional Group August 2007 - September 2009
Fisher Investments November 2005 - August 2007
Fisher Investments June 2003 - November 2005
Fisher Investments September 2001 - June 2003
Skills
Asset Managment, Investments, Equities, Portfolio Management, Investment Strategies, Hedge Funds, Fixed Income, Asset Allocation, Alternative Investments, Mutual Funds, Wealth Management, Financial Modeling, Investment Management, Capital Markets, Financial Markets, Financial Services, Relationship Management, Institutional..., Finance, Pensions, Investment Advisory, Asset Management
Education
University of California, Berkeley 1996 — 2000
Bachelor’s Degree, Astrophysics
Kelsey Kinney Kelsey Kinney's Fisher Investments Experience August 2014 - Present
Job Client Service Associate at Fisher Investments
Industry Marketing and Advertising
Experience
Fisher Investments August 2014 - Present
Ogilvy & Mather June 2014 - August 2014
UA Residence Life August 2012 - May 2014
Bear Down Media August 2013 - December 2013
MOSES May 2012 - August 2013
UA Residence Life August 2011 - August 2012
Mt. Lemmon SkyCenter May 2011 - August 2011
UA Residence Life May 2009 - August 2011
PetSmart May 2010 - February 2011
Skills
Leadership, Time Management, Customer Service, Management, Team Leadership, Photoshop, Excel, Creativity, Organization, Social Media, Analytics, Work Ethic, Critical Thinking, Windows Movie Maker
Education
University of Arizona, Eller College of Management 2009 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
University of Arizona, Eller College of Management 2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
University of Arizona 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Psychology
Fisher Investments August 2014 - Present
Ogilvy & Mather June 2014 - August 2014
UA Residence Life August 2012 - May 2014
Bear Down Media August 2013 - December 2013
MOSES May 2012 - August 2013
UA Residence Life August 2011 - August 2012
Mt. Lemmon SkyCenter May 2011 - August 2011
UA Residence Life May 2009 - August 2011
PetSmart May 2010 - February 2011
Skills
Leadership, Time Management, Customer Service, Management, Team Leadership, Photoshop, Excel, Creativity, Organization, Social Media, Analytics, Work Ethic, Critical Thinking, Windows Movie Maker
Education
University of Arizona, Eller College of Management 2009 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
University of Arizona, Eller College of Management 2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
University of Arizona 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Psychology
Nannette Don's Fisher Investments Experience May 2002 - October 2006
Job Sales
Industry Higher Education
Experience
The Aji Network October 2006 - Present
Fisher Investments May 2002 - October 2006
Skills
Salesforce.com, Sales, Customer Satisfaction, SaaS, Lead Generation, Strategy, Selling, Recruiting, Leadership, Contract Negotiation, Management, Cross-functional Team..., Team Building, Business Strategy
Education
The Aji Network
Certification, Business
University of Arizona
BA, Marketing
The Aji Network October 2006 - Present
Fisher Investments May 2002 - October 2006
Skills
Salesforce.com, Sales, Customer Satisfaction, SaaS, Lead Generation, Strategy, Selling, Recruiting, Leadership, Contract Negotiation, Management, Cross-functional Team..., Team Building, Business Strategy
Education
The Aji Network
Certification, Business
University of Arizona
BA, Marketing
Jeremy Joseph Jeremy Joseph's Fisher Investments Experience February 2015 - Present
Job Account Executive Training Program Manager
Industry Financial Services
Experience
Fisher Investments February 2015 - Present
Fisher Investments July 2013 - February 2015
Dee-Dee Samet, P.C., Law Offices August 2011 - July 2013
RuffaloCODY August 2009 - July 2011
Kennedy Krieger Institute May 2009 - August 2009
Pinnacle Energy, Inc November 2005 - May 2008
Skills
Marketing, Sales, E-commerce, Social Networking, Media, Final Cut Pro, Microsoft Office, MS Project, Visio, Team Leadership
Education
University of Arizona, Eller College of Management
Bachelor of Science, Business Administration; Business Economics
Fisher Investments February 2015 - Present
Fisher Investments July 2013 - February 2015
Dee-Dee Samet, P.C., Law Offices August 2011 - July 2013
RuffaloCODY August 2009 - July 2011
Kennedy Krieger Institute May 2009 - August 2009
Pinnacle Energy, Inc November 2005 - May 2008
Skills
Marketing, Sales, E-commerce, Social Networking, Media, Final Cut Pro, Microsoft Office, MS Project, Visio, Team Leadership
Education
University of Arizona, Eller College of Management
Bachelor of Science, Business Administration; Business Economics
Jessica Koederitz's Fisher Investments Experience September 2008 - May 2011
Job Regional Wholesaler at Leader Capital Corp
Industry Financial Services
Experience
Leader Capital Corp November 2011 - Present
Fisher Investments September 2008 - May 2011
UBS Wealth Management December 2005 - July 2008
FBT Investments June 2005 - December 2005
Hibernia Investments LLC September 2002 - June 2005
Regatta Research and Money Management LLC July 2000 - May 2002
Skills
Fixed Income, Mutual Funds, ETFs, Investments, Wealth Management, Equities, Portfolio Management, Asset Management, Institutional Sales, Institutional Investors, Investment Strategies, Business Relationship..., High Net Worth..., Investment Advisory, New Business Development, Investment Management, Series 7, Series 65, Series 63, Uniform Combined State..., Alternative Investments, Asset Allocation, Financial Analysis, Public Speaking, Compliance
Education
Tulane University - A.B. Freeman School of Business 1998 — 2002
Bachelor's Degree, BSM with a concentration in Finance
Leader Capital Corp November 2011 - Present
Fisher Investments September 2008 - May 2011
UBS Wealth Management December 2005 - July 2008
FBT Investments June 2005 - December 2005
Hibernia Investments LLC September 2002 - June 2005
Regatta Research and Money Management LLC July 2000 - May 2002
Skills
Fixed Income, Mutual Funds, ETFs, Investments, Wealth Management, Equities, Portfolio Management, Asset Management, Institutional Sales, Institutional Investors, Investment Strategies, Business Relationship..., High Net Worth..., Investment Advisory, New Business Development, Investment Management, Series 7, Series 65, Series 63, Uniform Combined State..., Alternative Investments, Asset Allocation, Financial Analysis, Public Speaking, Compliance
Education
Tulane University - A.B. Freeman School of Business 1998 — 2002
Bachelor's Degree, BSM with a concentration in Finance
Alex Wasserstrom Alex Wasserstrom's Fisher Investments Experience July 2010 - March 2012
Job Senior Financial Analyst at SuccessFactors
Industry Computer Software
Experience
SuccessFactors April 2012 - Present
37 Hockey, LLC April 2011 - December 2013
Fisher Investments July 2010 - March 2012
Norton Sports Management August 2010 - April 2011
Fisher Investments May 2008 - June 2010
Wooster Warriors Professional Hockey Club December 2007 - January 2008
Valley Forge Freedom Professional Hockey Club October 2007 - November 2007
Findlay Freedom Professional Hockey Club October 2006 - April 2007
Skills
Eagle PACE, SQL Server 2005, Datamart, OLAP, Data Analysis, Microsoft Excel, Team Leadership, Financial Analysis, Microsoft Office, Analytics, Team Building, Account Management, Program Management, Microsoft SQL Server, Sniper, Negotiation, Finance, Sales Management, Data Marts, Time Management
Education
University of Arizona 2002 — 2006
BA, Economics
SuccessFactors April 2012 - Present
37 Hockey, LLC April 2011 - December 2013
Fisher Investments July 2010 - March 2012
Norton Sports Management August 2010 - April 2011
Fisher Investments May 2008 - June 2010
Wooster Warriors Professional Hockey Club December 2007 - January 2008
Valley Forge Freedom Professional Hockey Club October 2007 - November 2007
Findlay Freedom Professional Hockey Club October 2006 - April 2007
Skills
Eagle PACE, SQL Server 2005, Datamart, OLAP, Data Analysis, Microsoft Excel, Team Leadership, Financial Analysis, Microsoft Office, Analytics, Team Building, Account Management, Program Management, Microsoft SQL Server, Sniper, Negotiation, Finance, Sales Management, Data Marts, Time Management
Education
University of Arizona 2002 — 2006
BA, Economics
Jennifer Levine Jennifer Levine's Fisher Investments Experience October 2014 - Present
Job Foreign Private Client Sales Operations Manager at Fisher Investments
Industry Financial Services
Experience
Fisher Investments October 2014 - Present
Fisher Investments February 2013 - October 2014
Fisher Investments January 2010 - January 2013
Fisher Investments July 2007 - January 2010
Fisher Investments June 2006 - July 2007
Education
University of Arizona 2002 — 2006
Bachelor of Science, Finance
Fisher Investments October 2014 - Present
Fisher Investments February 2013 - October 2014
Fisher Investments January 2010 - January 2013
Fisher Investments July 2007 - January 2010
Fisher Investments June 2006 - July 2007
Education
University of Arizona 2002 — 2006
Bachelor of Science, Finance
Blade William Varian's Fisher Investments Experience September 2013 - Present
Job Correspondence and Resolution Associate at Fisher Investments
Industry Investment Management
Experience
Fisher Investments September 2013 - Present
KALX Berkeley July 2012 - August 2013
Solar Marketing Group LLC February 2011 - September 2011
Obscura Digital June 2010 - August 2010
ARYx Therapeutics July 2007 - August 2007
Skills
Radio DJing, Guitar, Cold Calling, Cooking, Valuation, French, Italian, Drafting Proposals, Interviewing Skills, DJ, Radio, Customer Service, Management
Education
UC Berkeley 2009 — 2013
Bachelor of Arts (BA), Economics
Università Commerciale 'Luigi Bocconi' / Bocconi University 2012 — 2012
Fisher Investments September 2013 - Present
KALX Berkeley July 2012 - August 2013
Solar Marketing Group LLC February 2011 - September 2011
Obscura Digital June 2010 - August 2010
ARYx Therapeutics July 2007 - August 2007
Skills
Radio DJing, Guitar, Cold Calling, Cooking, Valuation, French, Italian, Drafting Proposals, Interviewing Skills, DJ, Radio, Customer Service, Management
Education
UC Berkeley 2009 — 2013
Bachelor of Arts (BA), Economics
Università Commerciale 'Luigi Bocconi' / Bocconi University 2012 — 2012
Tony Plashko, MBA Tony Plashko, MBA's Fisher Investments Experience September 2014 - Present
Job Financial Analyst at Fisher Investments
Industry Consumer Goods
Experience
Fisher Investments September 2014 - Present
Fisher Investments March 2013 - August 2014
EarthLink July 2012 - March 2013
Castor & Pollux Pet Works February 2011 - July 2012
Protection One November 2008 - August 2010
Network Multifamily March 2006 - October 2008
Protection One January 2002 - March 2006
Skills
Pricing, Variance Analysis, Corporate Budgeting, P&L Analysis, NPV, Sales Analysis, Ad Hoc Reporting, Performance Reporting, Retail Sales Analysis, Financial Analysis, Break-even Analysis, Financial Reporting, Competitive Analysis, Increasing ROI, Lifetime Value, Time Value of Money, Customer Retention, Price Elasticity, Forecasting, IRR, DCF, Trend Analysis, SKU Management, Access, Database Design, Microsoft Excel, Business Objects, Crystal Reports, PowerPoint, Process Improvement, Financial Forecasting, Management, Analytics, Income Statement, Marketing, Team Building, Analysis, Leadership, Department Budgeting, Business Planning, Accounting
Education
The University of Texas at Dallas
Bachelor of Science - Finance, Economics Minor
The University of Texas at Dallas - School of Management
MBA, Accounting & Information Management
Fisher Investments September 2014 - Present
Fisher Investments March 2013 - August 2014
EarthLink July 2012 - March 2013
Castor & Pollux Pet Works February 2011 - July 2012
Protection One November 2008 - August 2010
Network Multifamily March 2006 - October 2008
Protection One January 2002 - March 2006
Skills
Pricing, Variance Analysis, Corporate Budgeting, P&L Analysis, NPV, Sales Analysis, Ad Hoc Reporting, Performance Reporting, Retail Sales Analysis, Financial Analysis, Break-even Analysis, Financial Reporting, Competitive Analysis, Increasing ROI, Lifetime Value, Time Value of Money, Customer Retention, Price Elasticity, Forecasting, IRR, DCF, Trend Analysis, SKU Management, Access, Database Design, Microsoft Excel, Business Objects, Crystal Reports, PowerPoint, Process Improvement, Financial Forecasting, Management, Analytics, Income Statement, Marketing, Team Building, Analysis, Leadership, Department Budgeting, Business Planning, Accounting
Education
The University of Texas at Dallas
Bachelor of Science - Finance, Economics Minor
The University of Texas at Dallas - School of Management
MBA, Accounting & Information Management
Patrick Kenefick Patrick Kenefick's Fisher Investments Experience July 2000 - May 2002
Job Wealth Advisor at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2012 - Present
Merrill Lynch (Bank of America) June 2004 - April 2012
FNB of Florida May 2002 - May 2004
Fisher Investments July 2000 - May 2002
Neuberger Berman June 1998 - July 2000
SunTrust/Trusco Capital Management April 1991 - May 1998
Skills
Trust Services, Series 7, Wealth Management, Series 63, Insurance Planning, Investment Advisory, IRA's, Financial Planning, Estate Planning, Asset Management, Investments, Retirement Planning, Investment Strategies, Investment Management, Alternative Investments, Mutual Funds, Asset Allocation
Education
The University of Georgia 1986 — 1990
BBA, Finance
Neuberger Berman May 2012 - Present
Merrill Lynch (Bank of America) June 2004 - April 2012
FNB of Florida May 2002 - May 2004
Fisher Investments July 2000 - May 2002
Neuberger Berman June 1998 - July 2000
SunTrust/Trusco Capital Management April 1991 - May 1998
Skills
Trust Services, Series 7, Wealth Management, Series 63, Insurance Planning, Investment Advisory, IRA's, Financial Planning, Estate Planning, Asset Management, Investments, Retirement Planning, Investment Strategies, Investment Management, Alternative Investments, Mutual Funds, Asset Allocation
Education
The University of Georgia 1986 — 1990
BBA, Finance
Bill Phillips, CAIA's Fisher Investments Experience June 2001 - June 2006
Job Director of Investor Relations at Ironwood Capital Management
Industry Investment Management
Experience
Ironwood Capital Management October 2009 - Present
Fisher Investments Institutional Group June 2006 - September 2009
Fisher Investments June 2001 - June 2006
Education
University of Kansas 1997 — 2001
Ironwood Capital Management October 2009 - Present
Fisher Investments Institutional Group June 2006 - September 2009
Fisher Investments June 2001 - June 2006
Education
University of Kansas 1997 — 2001
Eric Strom Eric Strom's Fisher Investments Experience April 2011 - August 2012
Job Director of Operations at Crowd Supply, Inc.
Industry Fund-Raising
Experience
Crowd Supply, Inc. October 2014 - Present
Crowd Supply, Inc. February 2013 - Present
Fisher Investments April 2011 - August 2012
Fisher Investments December 2009 - April 2011
BGC Partners September 2008 - August 2009
International Programs Washington State University August 2007 - May 2008
Washington State University January 2006 - May 2008
Skills
Marketing, Leadership, Lead Generation, Online Advertising, Budgets, Social Media Marketing, Sales, Email Marketing, Media Planning, Social Media, Research, Event Planning, Digital Marketing, Microsoft Office, Google Adwords, Google Analytics, Digital Media, Crowdfunding, Project Management, Customer Service, Fulfillment Services, Teamwork, Data Analysis, Operations Management
Education
Washington State University 2004 — 2008
Bachelors, Science; International Business
The University of Western Australia 2006 — 2006
International Business Focus
Mountbatten Institute 2008 — 2009
Mountbatten Institute
Crowd Supply, Inc. October 2014 - Present
Crowd Supply, Inc. February 2013 - Present
Fisher Investments April 2011 - August 2012
Fisher Investments December 2009 - April 2011
BGC Partners September 2008 - August 2009
International Programs Washington State University August 2007 - May 2008
Washington State University January 2006 - May 2008
Skills
Marketing, Leadership, Lead Generation, Online Advertising, Budgets, Social Media Marketing, Sales, Email Marketing, Media Planning, Social Media, Research, Event Planning, Digital Marketing, Microsoft Office, Google Adwords, Google Analytics, Digital Media, Crowdfunding, Project Management, Customer Service, Fulfillment Services, Teamwork, Data Analysis, Operations Management
Education
Washington State University 2004 — 2008
Bachelors, Science; International Business
The University of Western Australia 2006 — 2006
International Business Focus
Mountbatten Institute 2008 — 2009
Mountbatten Institute
Jon VanderSteeg Jon VanderSteeg's Fisher Investments Experience February 2014 - March 2015
Job Finance Manager
Industry Automotive
Experience
Landers Nissan March 2015 - Present
Fisher Investments February 2014 - March 2015
SammySak, LLC April 2013 - December 2014
New England Securities December 2010 - April 2013
JB Hunt Transport Services, Inc. March 2010 - December 2010
Education
University of Arkansas at Fayetteville 2006 — 2010
B.S.B.A, Financial Managment/Investments
ECS
Landers Nissan March 2015 - Present
Fisher Investments February 2014 - March 2015
SammySak, LLC April 2013 - December 2014
New England Securities December 2010 - April 2013
JB Hunt Transport Services, Inc. March 2010 - December 2010
Education
University of Arkansas at Fayetteville 2006 — 2010
B.S.B.A, Financial Managment/Investments
ECS
Adam Ross Russell's Fisher Investments Experience 2014 - Present
Job Client Account Coordinator at Fisher Investments and Cofounder at R2E LLC
Industry Financial Services
Experience
Fisher Investments 2014 - Present
R2E LLC June 2011 - Present
The Hershey Company June 2013 - July 2014
Baretreemedia February 2013 - May 2013
The Small Things Non-Profit Organization April 2012 - August 2012
Trinity College UWA March 2012 - June 2012
Harris Connect September 2011 - December 2011
Oakdale Woods Association June 2007 - June 2011
RuffaloCODY September 2010 - April 2011
DMK Sports September 2009 - May 2010
Skills
Public Speaking, PowerPoint, Research, Customer Service, Microsoft Excel, Non-profits, Microsoft Office, Microsoft Word, Access, Fundraising, Wordpress, Team Leadership, Marketing
Education
Bryant University 2009 — 2013
Undergraduate, Entrepreneurship
The University of Western Australia
Arts
Fisher Investments 2014 - Present
R2E LLC June 2011 - Present
The Hershey Company June 2013 - July 2014
Baretreemedia February 2013 - May 2013
The Small Things Non-Profit Organization April 2012 - August 2012
Trinity College UWA March 2012 - June 2012
Harris Connect September 2011 - December 2011
Oakdale Woods Association June 2007 - June 2011
RuffaloCODY September 2010 - April 2011
DMK Sports September 2009 - May 2010
Skills
Public Speaking, PowerPoint, Research, Customer Service, Microsoft Excel, Non-profits, Microsoft Office, Microsoft Word, Access, Fundraising, Wordpress, Team Leadership, Marketing
Education
Bryant University 2009 — 2013
Undergraduate, Entrepreneurship
The University of Western Australia
Arts
Bryson Kaulana Beirne Bryson Kaulana Beirne's Fisher Investments Experience July 2015 - Present
Job Account Executive at Fisher Investments
Industry Investment Management
Experience
Fisher Investments July 2015 - Present
Pathways Financial Partners, Inc. January 2015 - May 2015
The University of Arizona, Eller College of Management August 2014 - May 2015
Sonoran Institute January 2012 - May 2012
The University of Arizona 2007 - 2011
Pima County Office of Sustainability and Conservation May 2010 - August 2010
Skills
Public Speaking, PowerPoint, Management, Nonprofits, Leadership, Microsoft Excel, Data Analysis, Strategic Planning, Non-profits, Event Planning, Finance, Portfolio Management, Option Pricing Models, Investments, FX Trading, Corporate Finance, Customer Service, Fundraising, Microsoft Office, Money Guide Pro, E-money, Financial Analysis, Financial Planning, Financial Modeling
Education
University of Arizona, Eller College of Management 2011 — 2015
Masters, Business Management, Finance
University of Arizona 2007 — 2010
B.S., Family Studies & Human Development
Mid-Pacific Institute 2004 — 2007
High School
Fisher Investments July 2015 - Present
Pathways Financial Partners, Inc. January 2015 - May 2015
The University of Arizona, Eller College of Management August 2014 - May 2015
Sonoran Institute January 2012 - May 2012
The University of Arizona 2007 - 2011
Pima County Office of Sustainability and Conservation May 2010 - August 2010
Skills
Public Speaking, PowerPoint, Management, Nonprofits, Leadership, Microsoft Excel, Data Analysis, Strategic Planning, Non-profits, Event Planning, Finance, Portfolio Management, Option Pricing Models, Investments, FX Trading, Corporate Finance, Customer Service, Fundraising, Microsoft Office, Money Guide Pro, E-money, Financial Analysis, Financial Planning, Financial Modeling
Education
University of Arizona, Eller College of Management 2011 — 2015
Masters, Business Management, Finance
University of Arizona 2007 — 2010
B.S., Family Studies & Human Development
Mid-Pacific Institute 2004 — 2007
High School
Regine Labog Regine Labog's Fisher Investments Experience August 2013 - November 2014
Job Sales Associate
Industry Financial Services
Experience
S&P Capital IQ November 2014 - Present
Fisher Investments August 2013 - November 2014
Fisher Investments June 2011 - August 2013
Rec Sports Facility January 2008 - June 2011
UC Berkeley January 2008 - May 2009
Skills
Matlab, Data Analysis, Financial Modeling, Competitive Analysis, Investments, Management, Marketing, Microsoft Excel, Leadership, Photoshop, Portfolio Management, Research, Analysis, Valuation, Financial Analysis, Market Research, Finance, New Business Development, Analytics, Teaching, Statistics, Microsoft Office, PowerPoint
Education
University of California, Berkeley 2007 — 2011
Bachelors of Science, Bioengineering
S&P Capital IQ November 2014 - Present
Fisher Investments August 2013 - November 2014
Fisher Investments June 2011 - August 2013
Rec Sports Facility January 2008 - June 2011
UC Berkeley January 2008 - May 2009
Skills
Matlab, Data Analysis, Financial Modeling, Competitive Analysis, Investments, Management, Marketing, Microsoft Excel, Leadership, Photoshop, Portfolio Management, Research, Analysis, Valuation, Financial Analysis, Market Research, Finance, New Business Development, Analytics, Teaching, Statistics, Microsoft Office, PowerPoint
Education
University of California, Berkeley 2007 — 2011
Bachelors of Science, Bioengineering
Steven La Cava Steven La Cava's Fisher Investments Experience May 2008 - January 2009
Job Practical Business Solutions Through Mathematical Modeling
Industry Research
Experience
Fickle Frugal Foodie August 2009 - Present
SGC Financial October 2009 - May 2010
Fisher Investments May 2008 - January 2009
Fisher Investments April 2007 - May 2008
University of Arizona January 2005 - October 2006
University of Arizona August 2002 - April 2005
Skills
Strategy, Data Analysis, Entrepreneurship, Physics, Data Mining, Social Media Marketing, Statistics, Social Media, Marketing, Online Advertising, Start-ups
Education
University of Arizona 2002 — 2006
B.S., Physics
University of Arizona 2002 — 2006
B.S., Astronomy
Fickle Frugal Foodie August 2009 - Present
SGC Financial October 2009 - May 2010
Fisher Investments May 2008 - January 2009
Fisher Investments April 2007 - May 2008
University of Arizona January 2005 - October 2006
University of Arizona August 2002 - April 2005
Skills
Strategy, Data Analysis, Entrepreneurship, Physics, Data Mining, Social Media Marketing, Statistics, Social Media, Marketing, Online Advertising, Start-ups
Education
University of Arizona 2002 — 2006
B.S., Physics
University of Arizona 2002 — 2006
B.S., Astronomy
Jason Lawton Jason Lawton's Fisher Investments Experience June 2008 - September 2008
Job Director of Operations at Confluence Wealth Management
Industry Investment Management
Experience
Confluence Wealth Management January 2015 - Present
CTC myCFO September 2008 - January 2015
Fisher Investments June 2008 - September 2008
LECG (formerly Bates Private Capital, Inc) 2005 - March 2008
Bates Private Capital, Inc 2002 - 2005
Bidwell & Company 1997 - 2002
Skills
Financial Analysis, Financial Modeling, Investments, Asset Management, Securities, Equities, Financial Reporting, Alternative Investments, Portfolio Management, Asset Allocation, Investment Strategies, Hedge Funds, Private Equity, Bloomberg, Mutual Funds, Investment Management, Fixed Income, Financial Accounting, Economics, Financial Services, Investment Advisory, Series 7, Access, People Skills, Wealth Management..., High Net Worth..., Financial Advisory, Derivatives, Financial Markets, Fund Accounting, Series 63, Wealth Management
Education
University of Oregon 1995 — 1997
BS, Business Economics
University of Arizona 1993 — 1995
Beaverton High 1990 — 1993
Confluence Wealth Management January 2015 - Present
CTC myCFO September 2008 - January 2015
Fisher Investments June 2008 - September 2008
LECG (formerly Bates Private Capital, Inc) 2005 - March 2008
Bates Private Capital, Inc 2002 - 2005
Bidwell & Company 1997 - 2002
Skills
Financial Analysis, Financial Modeling, Investments, Asset Management, Securities, Equities, Financial Reporting, Alternative Investments, Portfolio Management, Asset Allocation, Investment Strategies, Hedge Funds, Private Equity, Bloomberg, Mutual Funds, Investment Management, Fixed Income, Financial Accounting, Economics, Financial Services, Investment Advisory, Series 7, Access, People Skills, Wealth Management..., High Net Worth..., Financial Advisory, Derivatives, Financial Markets, Fund Accounting, Series 63, Wealth Management
Education
University of Oregon 1995 — 1997
BS, Business Economics
University of Arizona 1993 — 1995
Beaverton High 1990 — 1993
Zach Ferguson's Fisher Investments Experience August 2014 - Present
Job Analyst at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2014 - Present
Clickbooth January 2014 - July 2014
Morgan Stanley January 2013 - May 2013
Wagner Realty June 2012 - August 2012
Raymond James Financial Inc. May 2011 - August 2011
Skills
SQL, Data Analysis, Statistical Data..., R, Statistical Software, Microsoft Excel, Financial Analysis, Databases, Financial Modeling, Data Modeling, Finance, Time Management, Marketing, Social Media, Microsoft Word, Writing, Business Intelligence, Budgets, International Marketing, Analysis, Fundraising, Leadership, Management, Project Management, Market Research, Access, Resource Allocation, PowerPoint, Statistical Modeling
Education
University of Alabama 2008 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance, International Business, Cum Laude
University of Alabama 2008 — 2013
Bachelor of Music (B.M.), Music Performance, French Horn, Cum Laude
Fisher Investments August 2014 - Present
Clickbooth January 2014 - July 2014
Morgan Stanley January 2013 - May 2013
Wagner Realty June 2012 - August 2012
Raymond James Financial Inc. May 2011 - August 2011
Skills
SQL, Data Analysis, Statistical Data..., R, Statistical Software, Microsoft Excel, Financial Analysis, Databases, Financial Modeling, Data Modeling, Finance, Time Management, Marketing, Social Media, Microsoft Word, Writing, Business Intelligence, Budgets, International Marketing, Analysis, Fundraising, Leadership, Management, Project Management, Market Research, Access, Resource Allocation, PowerPoint, Statistical Modeling
Education
University of Alabama 2008 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance, International Business, Cum Laude
University of Alabama 2008 — 2013
Bachelor of Music (B.M.), Music Performance, French Horn, Cum Laude
David Bonnes, CFP® David Bonnes, CFP®'s Fisher Investments Experience January 1999 - January 2000
Job Financial Representative
Industry Financial Services
Experience
Country financial November 2010 - Present
Allstate Insurance January 2009 - April 2010
Prudential Financial September 2005 - February 2009
SunTrust Investment Services May 2004 - August 2005
Edward Jones April 2003 - May 2004
Charles Schwab January 2001 - January 2003
H&R BLOCK January 2000 - January 2001
Fisher Investments January 1999 - January 2000
Fidelity Investments January 1993 - January 1999
Fidelity 1993 - 1999
Skills
Investments, Retirement Planning, Fixed Annuities, Series 63, Life Insurance, Series 6, Insurance, Mutual Funds, Financial Services, Sales, Property & Casualty..., Term Life Insurance, Strategic Financial..., Retirement, Disability Insurance, Leadership, Estate Planning, Long-term Care, Variable Annuities, Sales Operations, Portfolio Management, Financial Advisory, Financial Planners, Investment Strategies, 401k, IRAs, Series 7, Long Term Care Insurance, Bonds, Whole Life, Universal Life, Health Insurance, FINRA
Education
University of Phoenix 2003 — 2005
Financial Analysis
The University of Texas at Dallas 1981 — 1984
BS, Marketing
The University of Texas at Dallas
BS, Marketing
University of Phoenix
University of Phoenix
MS, Financial Analysis
Country financial November 2010 - Present
Allstate Insurance January 2009 - April 2010
Prudential Financial September 2005 - February 2009
SunTrust Investment Services May 2004 - August 2005
Edward Jones April 2003 - May 2004
Charles Schwab January 2001 - January 2003
H&R BLOCK January 2000 - January 2001
Fisher Investments January 1999 - January 2000
Fidelity Investments January 1993 - January 1999
Fidelity 1993 - 1999
Skills
Investments, Retirement Planning, Fixed Annuities, Series 63, Life Insurance, Series 6, Insurance, Mutual Funds, Financial Services, Sales, Property & Casualty..., Term Life Insurance, Strategic Financial..., Retirement, Disability Insurance, Leadership, Estate Planning, Long-term Care, Variable Annuities, Sales Operations, Portfolio Management, Financial Advisory, Financial Planners, Investment Strategies, 401k, IRAs, Series 7, Long Term Care Insurance, Bonds, Whole Life, Universal Life, Health Insurance, FINRA
Education
University of Phoenix 2003 — 2005
Financial Analysis
The University of Texas at Dallas 1981 — 1984
BS, Marketing
The University of Texas at Dallas
BS, Marketing
University of Phoenix
University of Phoenix
MS, Financial Analysis
Michael Coursolle Michael Coursolle's Fisher Investments Experience August 2010 - Present
Job Private Client Group at Fisher Investments
Industry Financial Services
Experience
Fisher Investments August 2010 - Present
EnterPricing LLC February 2010 - August 2010
Skills
Asset Allocation, Asset Management, Customer Service, Equities, Financial Analysis, Investments, Management, Mutual Funds, Portfolio Management, Sales, Spanish, Wealth Management
Education
University of Oregon
BA, Double; Economics/Spanish
Universidad Autónoma de Querétaro
Fisher Investments August 2010 - Present
EnterPricing LLC February 2010 - August 2010
Skills
Asset Allocation, Asset Management, Customer Service, Equities, Financial Analysis, Investments, Management, Mutual Funds, Portfolio Management, Sales, Spanish, Wealth Management
Education
University of Oregon
BA, Double; Economics/Spanish
Universidad Autónoma de Querétaro
Jourdan Kintz Jourdan Kintz's Fisher Investments Experience April 2013 - August 2014
Job MENG Graduate Student
Industry Higher Education
Experience
Portland State University August 2014 - Present
Organically Grown Company September 2014 - February 2015
Fisher Investments April 2013 - August 2014
US Army August 2011 - August 2012
US Army June 2009 - August 2012
US Army September 2009 - August 2011
US Army February 2009 - August 2009
US Army July 2008 - February 2009
US Army December 2007 - July 2008
US Army March 2007 - December 2007
Skills
Logistics, Military Operations, Army, Military, Military Experience, Operational Planning, Security Clearance, Command, Force Protection, Top Secret, Reconnaissance, Organizational..., Leadership Development, Counterinsurgency, Operations Management, Combat, Training, Afghanistan, Leadership
Education
United States Military Academy at West Point 2002 — 2006
Bachelor's of Science in Mechanical Engineering
Portland State University August 2014 - Present
Organically Grown Company September 2014 - February 2015
Fisher Investments April 2013 - August 2014
US Army August 2011 - August 2012
US Army June 2009 - August 2012
US Army September 2009 - August 2011
US Army February 2009 - August 2009
US Army July 2008 - February 2009
US Army December 2007 - July 2008
US Army March 2007 - December 2007
Skills
Logistics, Military Operations, Army, Military, Military Experience, Operational Planning, Security Clearance, Command, Force Protection, Top Secret, Reconnaissance, Organizational..., Leadership Development, Counterinsurgency, Operations Management, Combat, Training, Afghanistan, Leadership
Education
United States Military Academy at West Point 2002 — 2006
Bachelor's of Science in Mechanical Engineering
Anastasia Savvina's Fisher Investments Experience 2008 - 2008
Job Writer, Adventurer
Industry Marketing and Advertising
Experience
Kaiser Permanente 2013 - Present
Kaiser Permanente 2011 - 2013
LivingSocial 2011 - 2013
TheChoiceEffect.com 2010 - 2011
International Technological University 2009 - 2011
Party Earth 2010 - 2010
Fisher Investments 2008 - 2008
UCSD External Relations 2007 - 2008
Savvy Miss 2007 - 2007
YMCA of Metropolitan Los Angeles 2004 - 2006
Skills
Microsoft Office, Proofreading, Social Media, Blogging, Translation, Public Speaking, English, Russian, Spanish, Corporate Communications, Editing, Copywriting, Research, Non-profits, Event Management, Advertising, Writing, Newsletters, Customer Service, Marketing Communications, Print, Healthcare, Facebook, Web Content, Start-ups, Nonprofits, Integrated Marketing, Market Research, Strategy, Leadership, Journalism, Marketing Strategy, Content Management, Marketing
Education
University of California, San Diego
B.A., Literature/Writing with Spanish Emphasis, Communication
UCLA
Writer's Extension Program
Universitat Pompeu Fabra
Humanities
The Second City 2012 — 2012
Improv 1 Intensive Workshop
Kaiser Permanente 2013 - Present
Kaiser Permanente 2011 - 2013
LivingSocial 2011 - 2013
TheChoiceEffect.com 2010 - 2011
International Technological University 2009 - 2011
Party Earth 2010 - 2010
Fisher Investments 2008 - 2008
UCSD External Relations 2007 - 2008
Savvy Miss 2007 - 2007
YMCA of Metropolitan Los Angeles 2004 - 2006
Skills
Microsoft Office, Proofreading, Social Media, Blogging, Translation, Public Speaking, English, Russian, Spanish, Corporate Communications, Editing, Copywriting, Research, Non-profits, Event Management, Advertising, Writing, Newsletters, Customer Service, Marketing Communications, Print, Healthcare, Facebook, Web Content, Start-ups, Nonprofits, Integrated Marketing, Market Research, Strategy, Leadership, Journalism, Marketing Strategy, Content Management, Marketing
Education
University of California, San Diego
B.A., Literature/Writing with Spanish Emphasis, Communication
UCLA
Writer's Extension Program
Universitat Pompeu Fabra
Humanities
The Second City 2012 — 2012
Improv 1 Intensive Workshop
Lily Mozayeni Lily Mozayeni's Fisher Investments Experience June 2010 - June 2012
Job Senior Biopharmaceutical Representative, Amgen
Industry Pharmaceuticals
Experience
Amgen August 2014 - Present
UCLA Anderson School of Management July 2012 - June 2014
Amgen June 2013 - August 2013
Fisher Investments June 2010 - June 2012
Fisher Investments August 2008 - June 2010
Fisher Investments August 2007 - August 2008
PIMCO June 2006 - August 2006
Blue Ocean Mortgage Corporation January 2006 - June 2006
Skills
Investment Management, Microsoft Excel, Financial Services, PowerPoint, Project Management, Microsoft Word, Team Building, Team Leadership, Coaching, Microsoft Office, Outlook, Analysis
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
UCLA 2003 — 2007
BA, Business Economics & Psychology
Amgen August 2014 - Present
UCLA Anderson School of Management July 2012 - June 2014
Amgen June 2013 - August 2013
Fisher Investments June 2010 - June 2012
Fisher Investments August 2008 - June 2010
Fisher Investments August 2007 - August 2008
PIMCO June 2006 - August 2006
Blue Ocean Mortgage Corporation January 2006 - June 2006
Skills
Investment Management, Microsoft Excel, Financial Services, PowerPoint, Project Management, Microsoft Word, Team Building, Team Leadership, Coaching, Microsoft Office, Outlook, Analysis
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
UCLA 2003 — 2007
BA, Business Economics & Psychology
Caroline Tickler Caroline Tickler's Fisher Investments Experience September 2005 - September 2006
Job Manager at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte September 2013 - Present
Deloitte Consulting June 2012 - August 2012
UBS Private Wealth Management September 2008 - September 2011
Lehman Brothers October 2006 - September 2008
Fisher Investments September 2005 - September 2006
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
Master of Business Administration (MBA), Strategy
University of California, Los Angeles 2001 — 2005
Bachelor of Science, Mathematics and Applied Science
Deloitte September 2013 - Present
Deloitte Consulting June 2012 - August 2012
UBS Private Wealth Management September 2008 - September 2011
Lehman Brothers October 2006 - September 2008
Fisher Investments September 2005 - September 2006
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
Master of Business Administration (MBA), Strategy
University of California, Los Angeles 2001 — 2005
Bachelor of Science, Mathematics and Applied Science
Solomon Gold Solomon Gold's Fisher Investments Experience July 2007 - July 2008
Job Associate, Quantitative Research
Industry Research
Experience
Teacher Retirement System of Texas September 2011 - Present
Teacher Retirement System of Texas June 2011 - August 2011
Fisher Investments July 2007 - July 2008
Capital Growth Resources January 2007 - June 2007
Skills
Economics, Research, Portfolio Management, Bloomberg, Financial Modeling, Valuation, Econometrics, Stata, Data Analysis, Financial Analysis, Statistics, SAS, Equity Research, Fixed Income, Equities, Microsoft Excel, Investments, Business Strategy, Asset Managment, Derivatives, PowerPoint, Project Management, Axioma, Barra Aegis, Compustat, Quantitative Investment..., Matlab, Hedge Funds, Quantitative Analytics
Education
The University of Texas at Austin 2008 — 2010
M.S., Economics
University of California, San Diego 2003 — 2007
B.A., Applied Mathematics
University of California, San Diego 2003 — 2007
B.S., Management Science
Teacher Retirement System of Texas September 2011 - Present
Teacher Retirement System of Texas June 2011 - August 2011
Fisher Investments July 2007 - July 2008
Capital Growth Resources January 2007 - June 2007
Skills
Economics, Research, Portfolio Management, Bloomberg, Financial Modeling, Valuation, Econometrics, Stata, Data Analysis, Financial Analysis, Statistics, SAS, Equity Research, Fixed Income, Equities, Microsoft Excel, Investments, Business Strategy, Asset Managment, Derivatives, PowerPoint, Project Management, Axioma, Barra Aegis, Compustat, Quantitative Investment..., Matlab, Hedge Funds, Quantitative Analytics
Education
The University of Texas at Austin 2008 — 2010
M.S., Economics
University of California, San Diego 2003 — 2007
B.A., Applied Mathematics
University of California, San Diego 2003 — 2007
B.S., Management Science
Caitlin Panasci Caitlin Panasci's Fisher Investments Experience August 2008 - September 2009
Job Inventory Management Manager at Gap Inc./Old Navy
Industry Retail
Experience
Gap Inc./Old Navy May 2013 - Present
Gap Inc./Old Navy September 2010 - May 2013
Bank of America Merrill Lynch September 2007 - September 2010
Fisher Investments August 2008 - September 2009
Skills
Financial Analysis, Strategy, Forecasting, Management, Analysis, Budgets, Microsoft Excel, Asset Allocation, Sales, Corporate Finance, Investments, Marketing, Financial Modeling, Valuation, Training, Series 7, Strategic Financial..., Inventory Management, Cross-functional Team..., Retail, Finance, Trading, Analytical Reasoning, PowerPoint
Education
UC Berkeley 2012 — 2015
MBA, Finance
University of California, Santa Barbara 2002 — 2006
BS, Business Economics, 3.55
Gap Inc./Old Navy May 2013 - Present
Gap Inc./Old Navy September 2010 - May 2013
Bank of America Merrill Lynch September 2007 - September 2010
Fisher Investments August 2008 - September 2009
Skills
Financial Analysis, Strategy, Forecasting, Management, Analysis, Budgets, Microsoft Excel, Asset Allocation, Sales, Corporate Finance, Investments, Marketing, Financial Modeling, Valuation, Training, Series 7, Strategic Financial..., Inventory Management, Cross-functional Team..., Retail, Finance, Trading, Analytical Reasoning, PowerPoint
Education
UC Berkeley 2012 — 2015
MBA, Finance
University of California, Santa Barbara 2002 — 2006
BS, Business Economics, 3.55
S. Michael DeLuna II's Fisher Investments Experience March 2015 - May 2015
Job Groom at German Dressage International
Industry Marketing and Advertising
Experience
German Dressage International June 2015 - Present
Fisher Investments March 2015 - May 2015
Crimson Calling Center January 2013 - February 2015
Southern Tide January 2014 - January 2015
Swirl May 2014 - June 2014
TC Transportation May 2012 - August 2012
Michael Deluna's Auto Detailing 2008 - 2011
Skills
Microsoft Word, Microsoft Excel, Notepad++, Adobe Design Programs, Social Networking, Human Resources
Education
University of Alabama 2011 — 2015
Bachelors of Communication and Information Sciences, Advertising, Junior
Junipero Serra High School 2007 — 2011
High School Diploma
German Dressage International June 2015 - Present
Fisher Investments March 2015 - May 2015
Crimson Calling Center January 2013 - February 2015
Southern Tide January 2014 - January 2015
Swirl May 2014 - June 2014
TC Transportation May 2012 - August 2012
Michael Deluna's Auto Detailing 2008 - 2011
Skills
Microsoft Word, Microsoft Excel, Notepad++, Adobe Design Programs, Social Networking, Human Resources
Education
University of Alabama 2011 — 2015
Bachelors of Communication and Information Sciences, Advertising, Junior
Junipero Serra High School 2007 — 2011
High School Diploma
Jennifer Andresen's Fisher Investments Experience September 2014 - May 2015
Job Customer Care at Gusto (formerly ZenPayroll)
Industry Financial Services
Experience
Gusto (formerly ZenPayroll) May 2015 - Present
Fisher Investments September 2014 - May 2015
Tucson Electric Power July 2012 - July 2014
Designated Delivery August 2011 - May 2013
Skills
Start-ups, Customer Service, Customer Experience, Payroll Analysis, Payroll, Leadership, Marketing, Microsoft Excel, Management, Cold Calling, Social Media, Social Networking, Event Planning, Sales, PowerPoint, Financial Analysis, Team Leadership, Microsoft Office, Recruiting, Visio, Windows 7, Databases, Data Analysis, SQL, Outbound Marketing, Tax Research, Payroll Taxes
Education
University of Arizona 2009 — 2014
Bachelor's Degree, Economics
Gusto (formerly ZenPayroll) May 2015 - Present
Fisher Investments September 2014 - May 2015
Tucson Electric Power July 2012 - July 2014
Designated Delivery August 2011 - May 2013
Skills
Start-ups, Customer Service, Customer Experience, Payroll Analysis, Payroll, Leadership, Marketing, Microsoft Excel, Management, Cold Calling, Social Media, Social Networking, Event Planning, Sales, PowerPoint, Financial Analysis, Team Leadership, Microsoft Office, Recruiting, Visio, Windows 7, Databases, Data Analysis, SQL, Outbound Marketing, Tax Research, Payroll Taxes
Education
University of Arizona 2009 — 2014
Bachelor's Degree, Economics
Nebula Gu Nebula Gu's Fisher Investments Experience July 2007 - February 2008
Job Investment Analyst at Abbot Downing
Industry Investment Management
Experience
Abbot Downing 2012 - Present
SAG-AFTRA 2011 - Present
First Western Capital Management 2011 - 2011
KAC Media June 2009 - July 2010
Merrill Lynch June 2008 - May 2009
Fisher Investments July 2007 - February 2008
Fisher Investments July 2006 - July 2007
Skills
Portfolio Management, Investments, Asset Allocation, CRM, Financial Services, Trading, Leadership, Management, Marketing, Online Marketing, Project Management, Analysis, Account Management, Training, Event Management, Microsoft Word, Entrepreneurship, Fundraising, Research, Financial Analysis
Education
UCLA Anderson School of Management
Candidate for Masters in Business Administration
University of California, Berkeley
Bachelor of Arts, Economics, Ethnic Studies
Abbot Downing 2012 - Present
SAG-AFTRA 2011 - Present
First Western Capital Management 2011 - 2011
KAC Media June 2009 - July 2010
Merrill Lynch June 2008 - May 2009
Fisher Investments July 2007 - February 2008
Fisher Investments July 2006 - July 2007
Skills
Portfolio Management, Investments, Asset Allocation, CRM, Financial Services, Trading, Leadership, Management, Marketing, Online Marketing, Project Management, Analysis, Account Management, Training, Event Management, Microsoft Word, Entrepreneurship, Fundraising, Research, Financial Analysis
Education
UCLA Anderson School of Management
Candidate for Masters in Business Administration
University of California, Berkeley
Bachelor of Arts, Economics, Ethnic Studies
Remy Engel Remy Engel's Fisher Investments Experience January 2015 - Present
Job Project Coordinator at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
Fisher Investments July 2012 - December 2014
Groundswell Enterprises, LLC June 2011 - September 2011
ASPCA June 2010 - September 2010
Vector Marketing June 2008 - March 2009
Skills
Leadership, Social Media, Marketing, Microsoft Excel, Management, Time Management, Public Speaking, Salesforce.com, Sales
Education
University of Oregon 2008 — 2012
Economics and Business Administration, Economics, Graduated
Universidad Pablo de Olavide 2011 — 2011
Int'l Business and Economics, Junior
Canyon Crest Academy 2004 — 2008
Fisher Investments January 2015 - Present
Fisher Investments July 2012 - December 2014
Groundswell Enterprises, LLC June 2011 - September 2011
ASPCA June 2010 - September 2010
Vector Marketing June 2008 - March 2009
Skills
Leadership, Social Media, Marketing, Microsoft Excel, Management, Time Management, Public Speaking, Salesforce.com, Sales
Education
University of Oregon 2008 — 2012
Economics and Business Administration, Economics, Graduated
Universidad Pablo de Olavide 2011 — 2011
Int'l Business and Economics, Junior
Canyon Crest Academy 2004 — 2008
David Hipperson's Fisher Investments Experience November 2013 - April 2015
Job Recruiter at Betts Recruiting
Industry Staffing and Recruiting
Experience
Betts Recruiting May 2015 - Present
Fisher Investments November 2013 - April 2015
Fisher Investments June 2012 - November 2013
CourseTag.com September 2011 - April 2012
Skills
Leadership, Sales, Customer Service, Marketing, Financial Services, Relationship Management, Investments
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Economics
Universidad Complutense de Madrid 2010 — 2011
Betts Recruiting May 2015 - Present
Fisher Investments November 2013 - April 2015
Fisher Investments June 2012 - November 2013
CourseTag.com September 2011 - April 2012
Skills
Leadership, Sales, Customer Service, Marketing, Financial Services, Relationship Management, Investments
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Economics
Universidad Complutense de Madrid 2010 — 2011
Jessica DeNise Jessica DeNise's Fisher Investments Experience September 2014 - Present
Job Recruiting Manager, Interview Skills Trainer, Lover of Public Speaking, Training, Development and Recruiting
Industry Financial Services
Experience
Fisher Investments September 2014 - Present
Fisher Investments November 2012 - Present
Fisher Investments August 2010 - November 2012
Verizon Wireless July 2009 - August 2010
La Paloma Academy 2006 - 2009
University of Arizona 2008 - 2008
Skills
Leadership, Teamwork, Event Planning, Contract Negotiation, Event Management, Contract Management, Customer Satisfaction, Training, Microsoft Excel, Account Management, Sales, Negotiation, Budgets, Access, Outlook, Budget Reconciliation, Management, Marketing, Excel, Word, Travel, Corporate Events, Organization, Customer Service, Marketing Communications, Direct Marketing, Strategic Planning, Financial Analysis, Advertising, Project Management, Public Speaking, Microsoft Office, PowerPoint, Recruiting, People Management, Presentations, Employee Training, New Business Development, Staff Development
Education
University of Arizona 2005 — 2009
BS, Management
University of Arizona 2005 — 2009
Bachelor of Science, Management
Fisher Investments September 2014 - Present
Fisher Investments November 2012 - Present
Fisher Investments August 2010 - November 2012
Verizon Wireless July 2009 - August 2010
La Paloma Academy 2006 - 2009
University of Arizona 2008 - 2008
Skills
Leadership, Teamwork, Event Planning, Contract Negotiation, Event Management, Contract Management, Customer Satisfaction, Training, Microsoft Excel, Account Management, Sales, Negotiation, Budgets, Access, Outlook, Budget Reconciliation, Management, Marketing, Excel, Word, Travel, Corporate Events, Organization, Customer Service, Marketing Communications, Direct Marketing, Strategic Planning, Financial Analysis, Advertising, Project Management, Public Speaking, Microsoft Office, PowerPoint, Recruiting, People Management, Presentations, Employee Training, New Business Development, Staff Development
Education
University of Arizona 2005 — 2009
BS, Management
University of Arizona 2005 — 2009
Bachelor of Science, Management
Maya Adamczyk Maya Adamczyk's Fisher Investments Experience June 2014 - August 2014
Job Data Specialist at RSQE University of Michigan
Industry Financial Services
Experience
University of Michigan - Research Seminar in Quantitative Economics (RSQE) January 2015 - Present
University of Michigan Polish Student Association (PSA) April 2014 - May 2015
Fisher Investments June 2014 - August 2014
University of Michigan Romance Language Department (RLL) October 2013 - May 2014
Chicago Apartment Finders June 2013 - September 2013
Institute for Social Research (ISR) January 2013 - May 2013
University of Michigan September 2012 - May 2013
Pre-Law Fraternity January 2011 - May 2013
HIAS April 2012 - August 2012
Education
University of Michigan 2011 — 2015
Economics, Psychology, Spanish
Universidad de Santiago de Compostela 2013 — 2013
Spanish Language and Literature
Glenbrook South High School 2007 — 2011
Nicolaus Copernicus School of Polish Language 2000 — 2011
High School Diploma, Polish Studies
University of Michigan - Research Seminar in Quantitative Economics (RSQE) January 2015 - Present
University of Michigan Polish Student Association (PSA) April 2014 - May 2015
Fisher Investments June 2014 - August 2014
University of Michigan Romance Language Department (RLL) October 2013 - May 2014
Chicago Apartment Finders June 2013 - September 2013
Institute for Social Research (ISR) January 2013 - May 2013
University of Michigan September 2012 - May 2013
Pre-Law Fraternity January 2011 - May 2013
HIAS April 2012 - August 2012
Education
University of Michigan 2011 — 2015
Economics, Psychology, Spanish
Universidad de Santiago de Compostela 2013 — 2013
Spanish Language and Literature
Glenbrook South High School 2007 — 2011
Nicolaus Copernicus School of Polish Language 2000 — 2011
High School Diploma, Polish Studies
Adel Farahmand's Fisher Investments Experience April 2012 - April 2013
Job Sales Consultant at Turn
Industry Marketing and Advertising
Experience
Turn April 2015 - Present
Turn April 2013 - April 2015
Fisher Investments April 2012 - April 2013
Fisher Investments May 2010 - April 2012
Fisher Investments December 2007 - May 2010
California Pacific Medical Center Research Institute May 2006 - August 2007
Skills
Equities, Bloomberg, Fixed Income, Investments, Capital Markets, Portfolio Management, Financial Analysis, Asset Allocation, Asset Managment, Data Analysis, Microsoft Excel, Microsoft Office, Finance, PowerPoint, Research, Competitive Analysis, Analytics, Asset Management, VBA, Equity Research, Financial Services
Education
University of California, Berkeley 2001 — 2005
Bachelors, Cognitive Neuroscience
University of California, Berkeley 2001 — 2005
Cognitive Science, Cognitive Science
Turn April 2015 - Present
Turn April 2013 - April 2015
Fisher Investments April 2012 - April 2013
Fisher Investments May 2010 - April 2012
Fisher Investments December 2007 - May 2010
California Pacific Medical Center Research Institute May 2006 - August 2007
Skills
Equities, Bloomberg, Fixed Income, Investments, Capital Markets, Portfolio Management, Financial Analysis, Asset Allocation, Asset Managment, Data Analysis, Microsoft Excel, Microsoft Office, Finance, PowerPoint, Research, Competitive Analysis, Analytics, Asset Management, VBA, Equity Research, Financial Services
Education
University of California, Berkeley 2001 — 2005
Bachelors, Cognitive Neuroscience
University of California, Berkeley 2001 — 2005
Cognitive Science, Cognitive Science
Camille Jacobson Camille Jacobson's Fisher Investments Experience July 2014 - Present
Job Client Services Specialist
Industry Financial Services
Experience
Fisher Investments July 2014 - Present
Fisher Investments January 2014 - Present
Steve Madden May 2012 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, Facebook
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor's degree, Finance, General
Universitat Autònoma de Barcelona
International Business
Rio Americano High School 2005 — 2009
Fisher Investments July 2014 - Present
Fisher Investments January 2014 - Present
Steve Madden May 2012 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, Facebook
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor's degree, Finance, General
Universitat Autònoma de Barcelona
International Business
Rio Americano High School 2005 — 2009
Moriah Cline Moriah Cline's Fisher Investments Experience May 2015 - Present
Job Account Executive at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2015 - Present
Gentle Ben's Brewing Company September 2013 - May 2015
PacWest Financial Mgt. June 2014 - September 2014
Oregano's Pizza Bistro February 2012 - September 2013
Eller Global Cohort Brazil February 2013 - August 2013
Skills
Sales, Management, Marketing, Finance, Leadership, Customer Service, Microsoft Office, Training, Teamwork, Computer Graphics, Microsoft Excel, Communication, PowerPoint, Marketing Communications, Communication Skills, International Business, Analysis, Time Management, Team Leadership
Education
University of Arizona 2011 — 2015
Bachelor’s Degree, Finance and Financial Management Services
Fisher Investments May 2015 - Present
Gentle Ben's Brewing Company September 2013 - May 2015
PacWest Financial Mgt. June 2014 - September 2014
Oregano's Pizza Bistro February 2012 - September 2013
Eller Global Cohort Brazil February 2013 - August 2013
Skills
Sales, Management, Marketing, Finance, Leadership, Customer Service, Microsoft Office, Training, Teamwork, Computer Graphics, Microsoft Excel, Communication, PowerPoint, Marketing Communications, Communication Skills, International Business, Analysis, Time Management, Team Leadership
Education
University of Arizona 2011 — 2015
Bachelor’s Degree, Finance and Financial Management Services
Ana Maria Garcia's Fisher Investments Experience September 2013 - March 2014
Job Consultant at Ryan
Industry Management Consulting
Experience
Ryan March 2015 - Present
Mellig Consulting, Inc. April 2014 - March 2015
Fisher Investments September 2013 - March 2014
AIESEC Austin December 2011 - December 2012
Egon Zehnder June 2012 - August 2012
Merrill Lynch December 2010 - February 2011
Barclays Capital January 2011 - January 2011
Greater Austin Hispanic Chamber of Commerce June 2010 - October 2010
Skills
Team Leadership, Spanish, Leadership, Microsoft Office, Event Management, Change Management, Strategic Planning, Microsoft Excel, Social Media, Project Management, Nonprofits, Leadership Development, Budgets, Market Research, Data Analysis, Public Speaking
Education
The University of Texas at Austin 2009 — 2012
Bachelor of Arts (BA), Economics
University of Melbourne - Melbourne Business School 2011 — 2011
Ryan March 2015 - Present
Mellig Consulting, Inc. April 2014 - March 2015
Fisher Investments September 2013 - March 2014
AIESEC Austin December 2011 - December 2012
Egon Zehnder June 2012 - August 2012
Merrill Lynch December 2010 - February 2011
Barclays Capital January 2011 - January 2011
Greater Austin Hispanic Chamber of Commerce June 2010 - October 2010
Skills
Team Leadership, Spanish, Leadership, Microsoft Office, Event Management, Change Management, Strategic Planning, Microsoft Excel, Social Media, Project Management, Nonprofits, Leadership Development, Budgets, Market Research, Data Analysis, Public Speaking
Education
The University of Texas at Austin 2009 — 2012
Bachelor of Arts (BA), Economics
University of Melbourne - Melbourne Business School 2011 — 2011
Neil Kay's Fisher Investments Experience July 2012 - May 2013
Job Director of ETF Sales at Lattice Strategies, LLC
Industry Investment Management
Experience
Lattice Strategies, LLC June 2015 - Present
BlackRock May 2013 - May 2015
Fisher Investments July 2012 - May 2013
Fisher Investments August 2010 - July 2012
Fisher Investments July 2007 - August 2010
Guaranty Bank June 2006 - June 2007
REMAX May 2005 - June 2006
Skills
Investments, Portfolio Management, Wealth Management, Asset Management, Mutual Funds, Equities, Series 7, Financial Modeling, Series 63, Asset Allocation, Financial Analysis, Investment Advisory, Financial Services, Retirement Planning, Investment Strategies, Securities, Sales, Strategic Financial..., Series 65, Hedge Funds, Fixed Income, Relationship Management, Investment Management, Bloomberg, Capital Markets, Financial Planning, Graphic Design
Education
The University of Texas at Austin 2003 — 2007
Bacherlors of Business Administration, Finance Major, Marketing Minor
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
Bacherlors of Business Administration, Finance, Marketing
Lattice Strategies, LLC June 2015 - Present
BlackRock May 2013 - May 2015
Fisher Investments July 2012 - May 2013
Fisher Investments August 2010 - July 2012
Fisher Investments July 2007 - August 2010
Guaranty Bank June 2006 - June 2007
REMAX May 2005 - June 2006
Skills
Investments, Portfolio Management, Wealth Management, Asset Management, Mutual Funds, Equities, Series 7, Financial Modeling, Series 63, Asset Allocation, Financial Analysis, Investment Advisory, Financial Services, Retirement Planning, Investment Strategies, Securities, Sales, Strategic Financial..., Series 65, Hedge Funds, Fixed Income, Relationship Management, Investment Management, Bloomberg, Capital Markets, Financial Planning, Graphic Design
Education
The University of Texas at Austin 2003 — 2007
Bacherlors of Business Administration, Finance Major, Marketing Minor
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
Bacherlors of Business Administration, Finance, Marketing
Tucker Helms Tucker Helms's Fisher Investments Experience June 2015 - Present
Job Intern at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2015 - Present
Phi Gamma Delta November 2014 - Present
Believe UA - Honors College August 2014 - December 2014
University of Alabama Transportation Services May 2014 - October 2014
UA Honors College Student Panel August 2013 - December 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Time Management, Public Speaking
Education
University of Alabama 2012 — 2016
Bachelor of Science in Commerce and Business Administration, Finance
Fisher Investments June 2015 - Present
Phi Gamma Delta November 2014 - Present
Believe UA - Honors College August 2014 - December 2014
University of Alabama Transportation Services May 2014 - October 2014
UA Honors College Student Panel August 2013 - December 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Time Management, Public Speaking
Education
University of Alabama 2012 — 2016
Bachelor of Science in Commerce and Business Administration, Finance
Christopher Krieger Christopher Krieger's Fisher Investments Experience October 2014 - February 2015
Job Recruiting Coordinator at Amazon
Industry Internet
Experience
Amazon September 2015 - Present
Quorum Review - Independent Review Board June 2015 - September 2015
Porch March 2015 - June 2015
Fisher Investments October 2014 - February 2015
Maxim Healthcare Services November 2013 - September 2014
Board of Regents of the University System of Georgia November 2009 - August 2013
Skills
Full-life Cycle..., New Client Acquisitions, New Client Prospecting, Multi-generational..., Territory Account..., Portfolio Optimization, Data Analysis, Public Speaking, Lead Generation, Contact Management, E-commerce Optimization, Behavioral Interviewing, customer focus group, Marketing Management, Procurement, Sales Operations, Consolidated Reporting, Financial Audits, Research, Analysis, Customer Service, Marketing, Microsoft Office, Microsoft Word, Social Media, E-commerce, Assessment Skills, Advertising, Adobe Creative Suite, Data Mining, IT Audit, Adobe Creative Suites, Territorial sales, Marketing campaign, quarterly reports, Internal Audit, Mass Communication, New Business Development, Product Development, Liquidity Management, New Media, Corporate Finance, Asset Allocation, Boolean Searching, Body Language, Contract Negotiation, Taleo, Jobvite, Sourcing, Recruiting
Education
The University of Georgia 2009 — 2013
Bachelor of Science (BS), Business
Amazon September 2015 - Present
Quorum Review - Independent Review Board June 2015 - September 2015
Porch March 2015 - June 2015
Fisher Investments October 2014 - February 2015
Maxim Healthcare Services November 2013 - September 2014
Board of Regents of the University System of Georgia November 2009 - August 2013
Skills
Full-life Cycle..., New Client Acquisitions, New Client Prospecting, Multi-generational..., Territory Account..., Portfolio Optimization, Data Analysis, Public Speaking, Lead Generation, Contact Management, E-commerce Optimization, Behavioral Interviewing, customer focus group, Marketing Management, Procurement, Sales Operations, Consolidated Reporting, Financial Audits, Research, Analysis, Customer Service, Marketing, Microsoft Office, Microsoft Word, Social Media, E-commerce, Assessment Skills, Advertising, Adobe Creative Suite, Data Mining, IT Audit, Adobe Creative Suites, Territorial sales, Marketing campaign, quarterly reports, Internal Audit, Mass Communication, New Business Development, Product Development, Liquidity Management, New Media, Corporate Finance, Asset Allocation, Boolean Searching, Body Language, Contract Negotiation, Taleo, Jobvite, Sourcing, Recruiting
Education
The University of Georgia 2009 — 2013
Bachelor of Science (BS), Business
Stephen Maxwell's Fisher Investments Experience April 2007 - June 2008
Job Sales Recruiter at DocuSign
Industry Staffing and Recruiting
Experience
DocuSign April 2014 - Present
ADP October 2012 - April 2014
Randstad Technologies, Formerly Sapphire Technologies August 2009 - September 2012
Focus Staffing Group April 2009 - August 2009
Apex Systems August 2008 - February 2009
Fisher Investments April 2007 - June 2008
College Pro Painters 2000 - 2002
Skills
Internet Recruiting, Technical Recruiting, Recruiting, Cold Calling, Account Management, Salesforce.com, Business Development, Applicant Tracking..., Contract Recruitment, Employee Benefits, Sourcing, Start-ups, Strategy, Talent Acquisition
Education
The University of Kansas 2003 — 2006
BS, Journalism: Strategic Communications
Shawnee Mission East 1998 — 2002
St. Paul's Episcopal Day School
DocuSign April 2014 - Present
ADP October 2012 - April 2014
Randstad Technologies, Formerly Sapphire Technologies August 2009 - September 2012
Focus Staffing Group April 2009 - August 2009
Apex Systems August 2008 - February 2009
Fisher Investments April 2007 - June 2008
College Pro Painters 2000 - 2002
Skills
Internet Recruiting, Technical Recruiting, Recruiting, Cold Calling, Account Management, Salesforce.com, Business Development, Applicant Tracking..., Contract Recruitment, Employee Benefits, Sourcing, Start-ups, Strategy, Talent Acquisition
Education
The University of Kansas 2003 — 2006
BS, Journalism: Strategic Communications
Shawnee Mission East 1998 — 2002
St. Paul's Episcopal Day School
Jean Paul LaBelle's Fisher Investments Experience March 2006 - August 2011
Job Enterprise Sales Director
Industry Computer Software
Experience
Mintigo, Inc. December 2014 - Present
Hearsay Social February 2014 - October 2014
Salesforce.com August 2011 - January 2014
Fisher Investments March 2006 - August 2011
BMO Harris Private Banking May 2003 - August 2004
Smith Barney Citigroup October 1998 - May 2003
Merrill Lynch August 1994 - October 1998
Skills
Complex Sales, Team Leadership, Training & Development, Customer Relations, Salesforce.com, Cloud Computing, Customer Service, Enterprise Software, SaaS, Strategic Partnerships, IT Strategy, Employee Training, Management, Sales Operations, CRM, PaaS, Sales, Cold Calling, Entrepreneurship, Sales Process, Social Networking, Lead Generation, Account Management, Enterprise Architecture, Direct Sales, Leadership, Solution Selling
Education
The University of Calgary 1987 — 1991
Haskayne School of Business - Bachelor of Commerce, Finance
Camille J. Lerouge Collegiate High School 1981 — 1984
Matriculation
Mintigo, Inc. December 2014 - Present
Hearsay Social February 2014 - October 2014
Salesforce.com August 2011 - January 2014
Fisher Investments March 2006 - August 2011
BMO Harris Private Banking May 2003 - August 2004
Smith Barney Citigroup October 1998 - May 2003
Merrill Lynch August 1994 - October 1998
Skills
Complex Sales, Team Leadership, Training & Development, Customer Relations, Salesforce.com, Cloud Computing, Customer Service, Enterprise Software, SaaS, Strategic Partnerships, IT Strategy, Employee Training, Management, Sales Operations, CRM, PaaS, Sales, Cold Calling, Entrepreneurship, Sales Process, Social Networking, Lead Generation, Account Management, Enterprise Architecture, Direct Sales, Leadership, Solution Selling
Education
The University of Calgary 1987 — 1991
Haskayne School of Business - Bachelor of Commerce, Finance
Camille J. Lerouge Collegiate High School 1981 — 1984
Matriculation
Yelena Taraschansky Yelena Taraschansky's Fisher Investments Experience September 2008 - November 2008
Job Senior Client Strategist at Quantcast
Industry Marketing and Advertising
Experience
Quantcast January 2015 - Present
Quantcast January 2013 - Present
iProspect February 2012 - December 2012
The Gokhale Method Institute July 2010 - January 2012
Provident Funding Associates L.P. March 2009 - May 2010
Fisher Investments September 2008 - November 2008
Guckenheimer July 2007 - September 2007
BDH Real Estate June 2006 - September 2006
Royce Performing Arts Theater May 2005 - June 2006
Skills
QuickBooks, Public Speaking, InDesign, Business Analysis, Cision, CiviCRM, Research, Leadership, Payroll, Databases, PowerPoint, Microsoft Office, Microsoft Excel, Event Planning, Social Media, Customer Service, Outlook, Microsoft Word, Social Media Marketing, Advertising, Marketing, Start-ups
Education
University of California, Berkeley 2009 — 2009
Public Relations
University of California, Los Angeles 2004 — 2008
B.A., History
Universitat Pompeu Fabra 2006 — 2007
Advanced Spanish Language and Culture
Quantcast January 2015 - Present
Quantcast January 2013 - Present
iProspect February 2012 - December 2012
The Gokhale Method Institute July 2010 - January 2012
Provident Funding Associates L.P. March 2009 - May 2010
Fisher Investments September 2008 - November 2008
Guckenheimer July 2007 - September 2007
BDH Real Estate June 2006 - September 2006
Royce Performing Arts Theater May 2005 - June 2006
Skills
QuickBooks, Public Speaking, InDesign, Business Analysis, Cision, CiviCRM, Research, Leadership, Payroll, Databases, PowerPoint, Microsoft Office, Microsoft Excel, Event Planning, Social Media, Customer Service, Outlook, Microsoft Word, Social Media Marketing, Advertising, Marketing, Start-ups
Education
University of California, Berkeley 2009 — 2009
Public Relations
University of California, Los Angeles 2004 — 2008
B.A., History
Universitat Pompeu Fabra 2006 — 2007
Advanced Spanish Language and Culture
Andrew Lydon Andrew Lydon's Fisher Investments Experience March 2004 - January 2006
Job CEO/FOUNDING PARTNER at Orso Capital Management, LLC
Industry Financial Services
Experience
Orso Capital Management, LLC March 2013 - Present
Andrew Lydon Consulting February 2006 - March 2013
Fisher Investments March 2004 - January 2006
Bull Run, LLC October 2002 - February 2004
Noll and Company September 1999 - August 2002
Skills
Investments, CRM, Portfolio Management, Start-ups, Strategy, Alternative Investments, Business Development, SaaS, Entrepreneurship, Financial Modeling, Analysis, Hedge Funds, Series 7, Sales, Marketing Strategy, Due Diligence, Investment Strategies, Valuation, Financial Services, Asset Allocation, Project Management, Client Aquisition, Business Planning, Lead Generation, Management, Capital Markets, Asset Management, Securities, Equities, Investment Management, Investor Relations
Education
Towson University
BA, Sports Management and English
Orso Capital Management, LLC March 2013 - Present
Andrew Lydon Consulting February 2006 - March 2013
Fisher Investments March 2004 - January 2006
Bull Run, LLC October 2002 - February 2004
Noll and Company September 1999 - August 2002
Skills
Investments, CRM, Portfolio Management, Start-ups, Strategy, Alternative Investments, Business Development, SaaS, Entrepreneurship, Financial Modeling, Analysis, Hedge Funds, Series 7, Sales, Marketing Strategy, Due Diligence, Investment Strategies, Valuation, Financial Services, Asset Allocation, Project Management, Client Aquisition, Business Planning, Lead Generation, Management, Capital Markets, Asset Management, Securities, Equities, Investment Management, Investor Relations
Education
Towson University
BA, Sports Management and English
Philip Stiehl Philip Stiehl's Fisher Investments Experience May 2015 - Present
Job Portfolio Evaluation Group Associate
Industry Financial Services
Experience
Fisher Investments May 2015 - Present
idealAsset May 2013 - August 2014
The Law Offices of James Stiehl and Larry Brockman May 2012 - July 2012
Skills
Business, Entrepreneurship, Start-ups, Business Development, Time Management, Finance, Analytical Skills, Leadership, Information Technology, Analysis, Software, Information Systems, Intellectual Property, Research
Education
University of Arkansas 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance - Investements
University of Arkansas at Fayetteville 2011 — 2015
Business, Finance
Fisher Investments May 2015 - Present
idealAsset May 2013 - August 2014
The Law Offices of James Stiehl and Larry Brockman May 2012 - July 2012
Skills
Business, Entrepreneurship, Start-ups, Business Development, Time Management, Finance, Analytical Skills, Leadership, Information Technology, Analysis, Software, Information Systems, Intellectual Property, Research
Education
University of Arkansas 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance - Investements
University of Arkansas at Fayetteville 2011 — 2015
Business, Finance
Nicole Huckins Nicole Huckins'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 September 2014 - December 2014
Fisher Investments August 2013 - August 2014
Fisher Investments March 2013 - July 2013
Fisher Investments January 2013 - March 2013
Skills
Client Service Oriented, Event Planning, Event Management, Marketing Research, PowerPoint, Microsoft Excel, Marketing, Social Networking, Social Media Marketing, Social Media, Sales, Facebook, Market Research, Time Management
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2012
University of Arizona, Eller College of Management 2010 — 2011
University of Arizona 2008 — 2010
Fisher Investments December 2014 - Present
Fisher Investments September 2014 - December 2014
Fisher Investments August 2013 - August 2014
Fisher Investments March 2013 - July 2013
Fisher Investments January 2013 - March 2013
Skills
Client Service Oriented, Event Planning, Event Management, Marketing Research, PowerPoint, Microsoft Excel, Marketing, Social Networking, Social Media Marketing, Social Media, Sales, Facebook, Market Research, Time Management
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2012
University of Arizona, Eller College of Management 2010 — 2011
University of Arizona 2008 — 2010
Kyle Hartman's Fisher Investments Experience May 2008 - August 2008
Job Account Executive at AddThis
Industry Marketing and Advertising
Experience
AddThis June 2014 - Present
Amazon March 2013 - June 2014
GLO Gaming May 2012 - February 2013
Q1Media July 2011 - May 2012
Q1Media January 2011 - July 2011
StreetAuthority LLC March 2009 - January 2011
Daily Texan January 2009 - May 2009
Fisher Investments May 2008 - August 2008
Skills
Online Advertising, Advertising, Advertising Sales, Digital Marketing, Digital Media, Mobile Marketing, Digital Strategy, Strategy, Sales, Salesforce.com, Online Marketing, Leadership, Interactive Media, Media Planning, Mobile Advertising, French, Solution Selling, Digital Video, Video Advertising, Interactive Advertising, DMP, SaaS, Demand Side Platform, CRM
Education
The University of Texas at Austin 2005 — 2009
B.A., Economics, French
The University of Texas at Austin 2005 — 2009
Bachelor of Arts (B.A.), Economics
AddThis June 2014 - Present
Amazon March 2013 - June 2014
GLO Gaming May 2012 - February 2013
Q1Media July 2011 - May 2012
Q1Media January 2011 - July 2011
StreetAuthority LLC March 2009 - January 2011
Daily Texan January 2009 - May 2009
Fisher Investments May 2008 - August 2008
Skills
Online Advertising, Advertising, Advertising Sales, Digital Marketing, Digital Media, Mobile Marketing, Digital Strategy, Strategy, Sales, Salesforce.com, Online Marketing, Leadership, Interactive Media, Media Planning, Mobile Advertising, French, Solution Selling, Digital Video, Video Advertising, Interactive Advertising, DMP, SaaS, Demand Side Platform, CRM
Education
The University of Texas at Austin 2005 — 2009
B.A., Economics, French
The University of Texas at Austin 2005 — 2009
Bachelor of Arts (B.A.), Economics
Jeremy Stadler's Fisher Investments Experience 2006 - 2012
Job Sales Executive
Industry Computer Software
Experience
SmartZip March 2014 - Present
Fisher Investments 2006 - 2012
Skills
Direct Sales, Lead Generation, Sales Process, Sales, SaaS, Cold Calling, Sales Management, Salesforce.com, New Business Development, Account Management, Sales Operations, Marketing, Entrepreneurship, Recruiting, Negotiation, Customer Service
Education
The University of Kansas 1999 — 2003
Bachelor's degree, Clinical Psychology
University of Kansas 1999 — 2003
Bachelor's degree, Applied Psychology
SmartZip March 2014 - Present
Fisher Investments 2006 - 2012
Skills
Direct Sales, Lead Generation, Sales Process, Sales, SaaS, Cold Calling, Sales Management, Salesforce.com, New Business Development, Account Management, Sales Operations, Marketing, Entrepreneurship, Recruiting, Negotiation, Customer Service
Education
The University of Kansas 1999 — 2003
Bachelor's degree, Clinical Psychology
University of Kansas 1999 — 2003
Bachelor's degree, Applied Psychology
Gentry Standiford Gentry Standiford's Fisher Investments Experience February 2007 - January 2009
Job Management
Industry Warehousing
Experience
YouPlus, Inc April 2014 - September 2014
Advertising.com (Acquired Buysight) December 2012 - February 2014
Buysight, Inc. July 2011 - December 2012
Buysight, Inc. June 2010 - July 2011
K2 Partnering Solutions March 2009 - December 2009
Fisher Investments February 2007 - January 2009
StoneCo Construction, Inc. May 2006 - February 2007
Pacific Pulmonary Services March 2005 - May 2006
Skills
Business Development, SaaS, Online Advertising, Lead Generation, E-commerce, Marketing Strategy, Sales Management, Salesforce.com, Direct Sales, Sales, CRM, Product Marketing, Start-ups, SEM, Analytics, Cold Calling, Business Strategy, Marketing, Mobile Devices, Recruiting, Account Management, Product Management, Entrepreneurship, Advertising, New Business Development, SEO, Project Management, Management, Sales Process, Digital Marketing, Leadership, Strategic Partnerships, Social Media, Online Marketing, Strategy, Cross-functional Team..., Digital Media, Customer Service, Email Marketing, Enterprise Software, Google Analytics
Education
Universitat d'Alacant 2003 — 2004
Spanish Language, Business, Iberian Culture
University of Idaho 1998 — 2002
Bachelor of Science (B.S.), Sports Medicine
Lassen
YouPlus, Inc April 2014 - September 2014
Advertising.com (Acquired Buysight) December 2012 - February 2014
Buysight, Inc. July 2011 - December 2012
Buysight, Inc. June 2010 - July 2011
K2 Partnering Solutions March 2009 - December 2009
Fisher Investments February 2007 - January 2009
StoneCo Construction, Inc. May 2006 - February 2007
Pacific Pulmonary Services March 2005 - May 2006
Skills
Business Development, SaaS, Online Advertising, Lead Generation, E-commerce, Marketing Strategy, Sales Management, Salesforce.com, Direct Sales, Sales, CRM, Product Marketing, Start-ups, SEM, Analytics, Cold Calling, Business Strategy, Marketing, Mobile Devices, Recruiting, Account Management, Product Management, Entrepreneurship, Advertising, New Business Development, SEO, Project Management, Management, Sales Process, Digital Marketing, Leadership, Strategic Partnerships, Social Media, Online Marketing, Strategy, Cross-functional Team..., Digital Media, Customer Service, Email Marketing, Enterprise Software, Google Analytics
Education
Universitat d'Alacant 2003 — 2004
Spanish Language, Business, Iberian Culture
University of Idaho 1998 — 2002
Bachelor of Science (B.S.), Sports Medicine
Lassen
Brent Hankins's Fisher Investments Experience October 2014 - Present
Job Trading Operations Associate at Fisher Investments
Industry Investment Banking
Experience
Fisher Investments October 2014 - Present
Fisher Investments June 2013 - October 2014
CFA Institute Global Investment Research Challenge September 2012 - May 2013
UA Presents May 2012 - May 2013
Merrill Lynch September 2012 - December 2012
Homestead In-Home Care Solutions, LLC January 2012 - May 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Finance, Customer Service, Research, Public Speaking, Leadership, Management, Bloomberg Terminal, DCF Valuation, DCF Modeling
Education
University of Arizona 2009 — 2013
Bachelor of Science (BS), Finance, General, Senior
Fisher Investments October 2014 - Present
Fisher Investments June 2013 - October 2014
CFA Institute Global Investment Research Challenge September 2012 - May 2013
UA Presents May 2012 - May 2013
Merrill Lynch September 2012 - December 2012
Homestead In-Home Care Solutions, LLC January 2012 - May 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Finance, Customer Service, Research, Public Speaking, Leadership, Management, Bloomberg Terminal, DCF Valuation, DCF Modeling
Education
University of Arizona 2009 — 2013
Bachelor of Science (BS), Finance, General, Senior
Peggy Madani Peggy Madani's Fisher Investments Experience April 2007 - January 2009
Job Technology Program Manager at Salesforce
Industry Information Technology and Services
Experience
Salesforce August 2015 - Present
salesforce.com May 2012 - August 2015
Macys.com February 2012 - May 2012
Wells Fargo July 2010 - January 2012
Fisher Investments April 2007 - January 2009
Wells Fargo 2007 - 2007
Z/I Imaging / Intergraph Corporation September 2000 - August 2005
Skills
Remedy, Microsoft Office, Microsoft Project, Visual Basic, Visual C++, COBOL, Visual Studio, .NET, Visual SourceSafe, Visio, InstallShield, SharePoint, Access, FrontPage, Tealeaf, Cisco Unified Meeting..., Adobe Creative Suite, JIRA, BMC Remedy, MS Project, Project Management, Testing, Quality Assurance, SDLC, Databases, Web Applications, Enterprise Software, Data Center
Education
University of Alabama in Huntsville 1996 — 2000
BSBA, Management Information Systems
Salesforce August 2015 - Present
salesforce.com May 2012 - August 2015
Macys.com February 2012 - May 2012
Wells Fargo July 2010 - January 2012
Fisher Investments April 2007 - January 2009
Wells Fargo 2007 - 2007
Z/I Imaging / Intergraph Corporation September 2000 - August 2005
Skills
Remedy, Microsoft Office, Microsoft Project, Visual Basic, Visual C++, COBOL, Visual Studio, .NET, Visual SourceSafe, Visio, InstallShield, SharePoint, Access, FrontPage, Tealeaf, Cisco Unified Meeting..., Adobe Creative Suite, JIRA, BMC Remedy, MS Project, Project Management, Testing, Quality Assurance, SDLC, Databases, Web Applications, Enterprise Software, Data Center
Education
University of Alabama in Huntsville 1996 — 2000
BSBA, Management Information Systems
Shane Clayton's Fisher Investments Experience April 2014 - Present
Job Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2014 - Present
Fisher Investments September 2011 - April 2014
JP Morgan/R and H Brokerage October 2005 - December 2011
Bank One October 2001 - December 2003
First Chicago Bank & Trust October 1997 - January 2000
Skills
High Frequency Trading, Equities, Proprietary Trading, Electronic Trading, Trading, Equity Derivatives, Hedging, Derivatives, Fixed Income, Financial Markets, Volatility, Series 7, Arbitrage, Securities, Futures Trading, Equity Trading, Alternative Investments, Trading Strategies, Commodity, ETFs, Stocks, Hedge Funds, Investments, Asset Allocation, Investment Strategies, FINRA, Series 63
Education
University of Kansas 1987 — 1993
BA Political Science, Liberal Arts and Sciences/Liberal Studies
Fisher Investments April 2014 - Present
Fisher Investments September 2011 - April 2014
JP Morgan/R and H Brokerage October 2005 - December 2011
Bank One October 2001 - December 2003
First Chicago Bank & Trust October 1997 - January 2000
Skills
High Frequency Trading, Equities, Proprietary Trading, Electronic Trading, Trading, Equity Derivatives, Hedging, Derivatives, Fixed Income, Financial Markets, Volatility, Series 7, Arbitrage, Securities, Futures Trading, Equity Trading, Alternative Investments, Trading Strategies, Commodity, ETFs, Stocks, Hedge Funds, Investments, Asset Allocation, Investment Strategies, FINRA, Series 63
Education
University of Kansas 1987 — 1993
BA Political Science, Liberal Arts and Sciences/Liberal Studies
Jacob Whitling Eigner's Fisher Investments Experience June 2015 - August 2015
Job Investment Counselor Intern at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2015 - August 2015
Brownstein Hyatt Farber Schreck May 2013 - August 2013
Brownstein Hyatt Farber Schreck May 2012 - August 2012
Spencer Swalm Reelection Campaign May 2010 - November 2010
Ryan Frazier for Congress May 2010 - November 2010
Skills
Policy Analysis, Public Policy, Politics, Public Speaking, Political Campaigns, LegalKey, Grassroots Organizing
Education
University of Alabama 2012 — 2016
Bachelor of Arts (B.A.), Economics, 4.0 GPA
University of Oxford
4.0 GPA
Fisher Investments June 2015 - August 2015
Brownstein Hyatt Farber Schreck May 2013 - August 2013
Brownstein Hyatt Farber Schreck May 2012 - August 2012
Spencer Swalm Reelection Campaign May 2010 - November 2010
Ryan Frazier for Congress May 2010 - November 2010
Skills
Policy Analysis, Public Policy, Politics, Public Speaking, Political Campaigns, LegalKey, Grassroots Organizing
Education
University of Alabama 2012 — 2016
Bachelor of Arts (B.A.), Economics, 4.0 GPA
University of Oxford
4.0 GPA
Owen Hyland Owen Hyland's Fisher Investments Experience April 2003 - September 2013
Job Director of Investor Relations at Portolan Capital Management
Industry Financial Services
Experience
Portolan Capital Management October 2013 - Present
Fisher Investments April 2003 - September 2013
Dresdner Kleinwort Wasserstein June 2001 - August 2001
Hilliard Farber & Co., Inc. April 1994 - June 2000
Office of US Senator Judd Gregg April 1992 - April 1994
Skills
Marketing, Sales, Asset Managment, Finance, Business Development, International Marketing, Asset Management, Investments, Analysis, Bonds, Equities, Asset Allocation, Portfolio Management, Investor Relations, Alternative Investments, Hedge Funds
Education
Thunderbird School of Global Management
Master of Business Administration (MBA), Finance, General
University of New Hampshire
Bachelor of Arts (B.A.), English Language and Literature/Letters
University of Cambridge
English Language and Literature, General
Holderness School
Portolan Capital Management October 2013 - Present
Fisher Investments April 2003 - September 2013
Dresdner Kleinwort Wasserstein June 2001 - August 2001
Hilliard Farber & Co., Inc. April 1994 - June 2000
Office of US Senator Judd Gregg April 1992 - April 1994
Skills
Marketing, Sales, Asset Managment, Finance, Business Development, International Marketing, Asset Management, Investments, Analysis, Bonds, Equities, Asset Allocation, Portfolio Management, Investor Relations, Alternative Investments, Hedge Funds
Education
Thunderbird School of Global Management
Master of Business Administration (MBA), Finance, General
University of New Hampshire
Bachelor of Arts (B.A.), English Language and Literature/Letters
University of Cambridge
English Language and Literature, General
Holderness School
Adam Trowbridge Adam Trowbridge's Fisher Investments Experience February 2008 - March 2011
Job Assistant Teacher at Childrens Corner
Industry Think Tanks
Experience
Childrens Corner September 2013 - Present
The Lions ™ March 2011 - December 2011
Fisher Investments February 2008 - March 2011
Education
University of California, Berkeley 2003 — 2007
Bachelors, Political Economy
Childrens Corner September 2013 - Present
The Lions ™ March 2011 - December 2011
Fisher Investments February 2008 - March 2011
Education
University of California, Berkeley 2003 — 2007
Bachelors, Political Economy
Danny Mack Danny Mack's Fisher Investments Experience May 2007 - April 2008
Job Investment Management at Arcus Capital Partners
Industry Investment Management
Experience
Arcus Capital Partners September 2013 - Present
Stadion Money Management April 2008 - September 2013
Fisher Investments May 2007 - April 2008
Skills
Equities, Portfolio Management, Investment Management, Trading, ETFs, Commodity, Investment Strategies, Securities, Currency, Technical Analysis, Macro Analysis, Tactical Asset..., Alternative Investment..., Global Macro, Volatility Arbitrage, Tactical Management
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Economics, Finance
The University of Georgia
Economics, Finance
Arcus Capital Partners September 2013 - Present
Stadion Money Management April 2008 - September 2013
Fisher Investments May 2007 - April 2008
Skills
Equities, Portfolio Management, Investment Management, Trading, ETFs, Commodity, Investment Strategies, Securities, Currency, Technical Analysis, Macro Analysis, Tactical Asset..., Alternative Investment..., Global Macro, Volatility Arbitrage, Tactical Management
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Economics, Finance
The University of Georgia
Economics, Finance
Joshua Laven's Fisher Investments Experience August 2013 - October 2014
Job Legal Business Coordinator at Elevate Services
Industry Legal Services
Experience
Elevate Services July 2015 - Present
Kaplan Test Prep February 2015 - Present
Fisher Investments August 2013 - October 2014
The University of Arizona Health Network September 2012 - May 2013
University of Arizona Outdoor Adventures January 2012 - May 2013
Skills
Statistics, SPSS, Data Analysis, R, Customer Service, Microsoft Word, Research, Event Planning, Leadership
Education
University of Arizona 2009 — 2013
Bachelor of Science (B.S.), Neuroscience
Elevate Services July 2015 - Present
Kaplan Test Prep February 2015 - Present
Fisher Investments August 2013 - October 2014
The University of Arizona Health Network September 2012 - May 2013
University of Arizona Outdoor Adventures January 2012 - May 2013
Skills
Statistics, SPSS, Data Analysis, R, Customer Service, Microsoft Word, Research, Event Planning, Leadership
Education
University of Arizona 2009 — 2013
Bachelor of Science (B.S.), Neuroscience
Rizwan Fidai Rizwan Fidai's Fisher Investments Experience January 2013 - February 2014
Job Head of Inside Sales at Virool
Industry Marketing and Advertising
Experience
Virool April 2015 - Present
Virool June 2014 - March 2015
Virool March 2014 - May 2014
Fisher Investments January 2013 - February 2014
Cell 4 U T-Mobile Authorized Retailer & Wholesale Wireless Accessories April 2010 - December 2013
Eclipse CPR & First Aid Training Tucson January 2009 - June 2009
Best Buy October 2007 - December 2008
Discover Financial Services May 2008 - August 2008
Fidai Investments LLC May 2006 - October 2007
Skills
Sales, Management, Marketing, Customer Service, Leadership, Business Development, Customer Satisfaction, Microsoft Office, Entrepreneurship, Account Management, Salesforce.com, Microsoft Excel, Sales Management, New Business Development, Business Strategy, Advertising, Retail, Sales Operations, Forecasting, Finance, Business Planning, Inventory Management, Budgets, Start-ups, Business Analysis, Process Improvement, New Client Prospecting, Strategic Planning, CRM, Operations Management, PowerPoint, Team Building, Time Management, Team Leadership, Cold Calling, Direct Sales, Sales Process, Recruiting, Microsoft Word, SFDC, Digital Marketing, Digital Media, Digital Strategy, Digital Video, Online Advertising
Education
University of Arizona 2008 — 2012
BSBA, Finance
Mountain Ridge High School 2004 — 2008
Diploma
Virool April 2015 - Present
Virool June 2014 - March 2015
Virool March 2014 - May 2014
Fisher Investments January 2013 - February 2014
Cell 4 U T-Mobile Authorized Retailer & Wholesale Wireless Accessories April 2010 - December 2013
Eclipse CPR & First Aid Training Tucson January 2009 - June 2009
Best Buy October 2007 - December 2008
Discover Financial Services May 2008 - August 2008
Fidai Investments LLC May 2006 - October 2007
Skills
Sales, Management, Marketing, Customer Service, Leadership, Business Development, Customer Satisfaction, Microsoft Office, Entrepreneurship, Account Management, Salesforce.com, Microsoft Excel, Sales Management, New Business Development, Business Strategy, Advertising, Retail, Sales Operations, Forecasting, Finance, Business Planning, Inventory Management, Budgets, Start-ups, Business Analysis, Process Improvement, New Client Prospecting, Strategic Planning, CRM, Operations Management, PowerPoint, Team Building, Time Management, Team Leadership, Cold Calling, Direct Sales, Sales Process, Recruiting, Microsoft Word, SFDC, Digital Marketing, Digital Media, Digital Strategy, Digital Video, Online Advertising
Education
University of Arizona 2008 — 2012
BSBA, Finance
Mountain Ridge High School 2004 — 2008
Diploma
Kendra Perlitz's Fisher Investments Experience 2005 - 2006
Job
Industry Venture Capital & Private Equity
Experience
Top Tier Capital Partners April 2015 - Present
McKesson July 2013 - April 2015
McKesson May 2011 - June 2013
UNC Kenan-Flagler Business School July 2009 - May 2011
iRhythm Technologies 2010 - 2010
Hall Capital Partners October 2007 - June 2009
Fisher Investments 2005 - 2006
Vanderbilt University 2003 - 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, VC and Eship
Tsinghua University 2010 — 2010
MBA, Exchange
Vanderbilt University 2003 — 2004
M Ed, Organizational Leadership
Vanderbilt University 1999 — 2003
BS, Human and Orgnaizational Development with Leadership Effectiveness
Sacred Heart Prep
Top Tier Capital Partners April 2015 - Present
McKesson July 2013 - April 2015
McKesson May 2011 - June 2013
UNC Kenan-Flagler Business School July 2009 - May 2011
iRhythm Technologies 2010 - 2010
Hall Capital Partners October 2007 - June 2009
Fisher Investments 2005 - 2006
Vanderbilt University 2003 - 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, VC and Eship
Tsinghua University 2010 — 2010
MBA, Exchange
Vanderbilt University 2003 — 2004
M Ed, Organizational Leadership
Vanderbilt University 1999 — 2003
BS, Human and Orgnaizational Development with Leadership Effectiveness
Sacred Heart Prep
Blair Williamson's Fisher Investments Experience July 2001 - September 2002
Job Nurse Practitioner at Stanford Health Care
Industry Hospital & Health Care
Experience
Stanford Hospital & Clinics August 2012 - Present
San Francisco General Hospital January 2011 - August 2012
UCLA Medical Center September 2008 - September 2010
Avenue A Razorfish September 2005 - April 2007
Moore Iacofano Goltsman Inc. December 2002 - August 2005
Fisher Investments July 2001 - September 2002
Fisher Investments April 2000 - July 2001
Data Transmission Network Corporation November 1998 - January 2000
Skills
Nursing, Healthcare, Process Improvement, Customer Service, Leadership, Hospitals, Acute Care, ACLS, BLS, Nurse Practitioners, Patient Education, Emergency Room, Evidence-based Medicine, Pain Management, Medicine
Education
University of California, San Francisco 2007 — 2012
Master of Science (M.S.), Acute Care Nurse Practitioner
University of Kansas 1994 — 1998
Bachelor's degree, Business Administration and German
Stanford Hospital & Clinics August 2012 - Present
San Francisco General Hospital January 2011 - August 2012
UCLA Medical Center September 2008 - September 2010
Avenue A Razorfish September 2005 - April 2007
Moore Iacofano Goltsman Inc. December 2002 - August 2005
Fisher Investments July 2001 - September 2002
Fisher Investments April 2000 - July 2001
Data Transmission Network Corporation November 1998 - January 2000
Skills
Nursing, Healthcare, Process Improvement, Customer Service, Leadership, Hospitals, Acute Care, ACLS, BLS, Nurse Practitioners, Patient Education, Emergency Room, Evidence-based Medicine, Pain Management, Medicine
Education
University of California, San Francisco 2007 — 2012
Master of Science (M.S.), Acute Care Nurse Practitioner
University of Kansas 1994 — 1998
Bachelor's degree, Business Administration and German
Jason Vallas's Fisher Investments Experience June 2005 - Present
Job Business Analyst at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2005 - Present
NO2night.com 1999 - 2005
Skills
Investment Advisory, Investments, Equities, Portfolio Management, Wealth Management, Investment Strategies, Financial Modeling, Asset Allocation, Asset Management, Fixed Income, Alternative Investments, Investment Management, Mutual Funds
Education
Tulane University - A.B. Freeman School of Business 2003 — 2005
Xavier University of Louisiana 1996 — 2002
Fisher Investments June 2005 - Present
NO2night.com 1999 - 2005
Skills
Investment Advisory, Investments, Equities, Portfolio Management, Wealth Management, Investment Strategies, Financial Modeling, Asset Allocation, Asset Management, Fixed Income, Alternative Investments, Investment Management, Mutual Funds
Education
Tulane University - A.B. Freeman School of Business 2003 — 2005
Xavier University of Louisiana 1996 — 2002
Jelena Pesic Galic's Fisher Investments Experience 2007 - 2009
Job Sr. Software Engineer
Industry Information Technology and Services
Experience
ATP January 2009 - February 2014
Fisher Investments 2007 - 2009
Crown Partners 2002 - 2006
Trodat GmbH 2000 - 2001
Intes Inc 1999 - 2000
Skills
Software Development, Agile Methodologies, Product Development, Software Project..., Web Applications, Software Engineering, User Experience, Web Services, XML, Databases, Consulting, Enterprise Software, SQL, Microsoft SQL Server, Software Design, Integration
Education
University of Belgrade 1992 — 1998
M.S., Electrical Engineering & Computer Science
Trinaesta Beogradska Gimnazija
ATP January 2009 - February 2014
Fisher Investments 2007 - 2009
Crown Partners 2002 - 2006
Trodat GmbH 2000 - 2001
Intes Inc 1999 - 2000
Skills
Software Development, Agile Methodologies, Product Development, Software Project..., Web Applications, Software Engineering, User Experience, Web Services, XML, Databases, Consulting, Enterprise Software, SQL, Microsoft SQL Server, Software Design, Integration
Education
University of Belgrade 1992 — 1998
M.S., Electrical Engineering & Computer Science
Trinaesta Beogradska Gimnazija
Nick Philbin's Fisher Investments Experience August 2002 - December 2003
Job Director of Sales & Marketing
Industry Architecture & Planning
Experience
Ross Recreation Equipment April 2012 - Present
Ross Recreation Equipment April 2008 - April 2012
Callan Associates September 2004 - April 2008
Fisher Investments August 2002 - December 2003
Skills
Salesforce.com, Account Management, Marketing, Project Management, Customer Service, Business Development, CRM, Contract Negotiation, Financial Analysis
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
BS, Finance
Universidad de Alicante 2001 — 2001
Spanish Language and Literature
Ross Recreation Equipment April 2012 - Present
Ross Recreation Equipment April 2008 - April 2012
Callan Associates September 2004 - April 2008
Fisher Investments August 2002 - December 2003
Skills
Salesforce.com, Account Management, Marketing, Project Management, Customer Service, Business Development, CRM, Contract Negotiation, Financial Analysis
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
BS, Finance
Universidad de Alicante 2001 — 2001
Spanish Language and Literature
Mandy Goodman's Fisher Investments Experience March 2013 - Present
Job Foreign Private Client Project Coordinator at Fisher Investments
Industry Financial Services
Experience
Fisher Investments March 2013 - Present
Fisher Investments July 2011 - March 2013
Fisher Investments February 2010 - July 2011
Fisher Investments July 2008 - June 2010
Spotnana Inc. September 2006 - June 2008
Skills
Sales Operations, Training, Sales
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, International Business
Wirtschaftsuniversität Wien 2007 — 2007
Study Abroad, Study Abroad
Fisher Investments March 2013 - Present
Fisher Investments July 2011 - March 2013
Fisher Investments February 2010 - July 2011
Fisher Investments July 2008 - June 2010
Spotnana Inc. September 2006 - June 2008
Skills
Sales Operations, Training, Sales
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, International Business
Wirtschaftsuniversität Wien 2007 — 2007
Study Abroad, Study Abroad
Austin Standiford's Fisher Investments Experience September 2013 - Present
Job Group Vice President WealthBuilder
Industry Financial Services
Experience
Fisher Investments September 2013 - Present
Fisher Investments July 2012 - August 2013
Fisher Investments July 2010 - June 2012
Fisher Investments October 2005 - June 2010
Fisher Investments June 2002 - September 2005
Education
University of Arkansas at Little Rock 1999 — 2002
Bachelor of Science (BS), Finance, General
Fisher Investments September 2013 - Present
Fisher Investments July 2012 - August 2013
Fisher Investments July 2010 - June 2012
Fisher Investments October 2005 - June 2010
Fisher Investments June 2002 - September 2005
Education
University of Arkansas at Little Rock 1999 — 2002
Bachelor of Science (BS), Finance, General
Hunter Williams's Fisher Investments Experience 2007 - 2009
Job Support at Digit
Industry Computer Software
Experience
Digit.co April 2015 - Present
Showpad March 2015 - April 2015
Intuit/ Demandforce April 2013 - February 2015
Intuit/ Demandforce April 2012 - April 2013
Demandforce April 2011 - April 2012
DSI Security Services, Inc April 2009 - November 2010
Fisher Investments 2007 - 2009
DSI Security Services, Inc 2005 - 2007
Morgan Stanley 2005 - 2005
Skills
Management, Sales, Coaching, Customer Satisfaction, Logistics, Social Media, Marketing Communications, Email Marketing, Online Marketing, Software Installation, Software Implementation, Salesforce.com, Sales Operations, Marketing, Event Planning, Marketing Strategy, Event Management, Budgets, Social Media Marketing, Lead Generation, B2B, Sales Process, Product Management, SaaS, CRM, Public Speaking, Contract Negotiation, New Business Development, Online Advertising, Strategic Planning, Strategic Partnerships, Market Research, Negotiation, Customer Service, Team Leadership, Leadership, Start-ups, Direct Sales, Microsoft Office, Team Building, Competitive Analysis, Strategy, Sales Presentations, Solution Selling, Customer Retention, Account Management, Selling
Education
University of Alabama 1999 — 2003
BS, Finance
Digit.co April 2015 - Present
Showpad March 2015 - April 2015
Intuit/ Demandforce April 2013 - February 2015
Intuit/ Demandforce April 2012 - April 2013
Demandforce April 2011 - April 2012
DSI Security Services, Inc April 2009 - November 2010
Fisher Investments 2007 - 2009
DSI Security Services, Inc 2005 - 2007
Morgan Stanley 2005 - 2005
Skills
Management, Sales, Coaching, Customer Satisfaction, Logistics, Social Media, Marketing Communications, Email Marketing, Online Marketing, Software Installation, Software Implementation, Salesforce.com, Sales Operations, Marketing, Event Planning, Marketing Strategy, Event Management, Budgets, Social Media Marketing, Lead Generation, B2B, Sales Process, Product Management, SaaS, CRM, Public Speaking, Contract Negotiation, New Business Development, Online Advertising, Strategic Planning, Strategic Partnerships, Market Research, Negotiation, Customer Service, Team Leadership, Leadership, Start-ups, Direct Sales, Microsoft Office, Team Building, Competitive Analysis, Strategy, Sales Presentations, Solution Selling, Customer Retention, Account Management, Selling
Education
University of Alabama 1999 — 2003
BS, Finance
Yanny Chen's Fisher Investments Experience 2012 - Present
Job Senior Operations Accountant at Fitbit
Industry Financial Services
Experience
Fitbit May 2013 - Present
Fisher Investments 2012 - Present
Simon Wong CPA January 2010 - Present
Livescribe Inc. 2012 - 2012
Livescribe Inc. 2010 - 2012
Alameda County Small Business Development Center January 2010 - 2010
Experience Unlimited, Oakland Chapter October 2009 - 2010
US Small Business Administration October 2009 - 2010
Cypress Semiconductor 2007 - 2008
Cypress Semiconductor March 2006 - 2007
Skills
Project Management, Cross-functional Team..., Supply Chain Management, Program Management, Operations Management, Business Process, Financial Analysis, Management, Project Planning, Forecasting, Product Development, Process Improvement, Data Analysis, Product Management, Integration, Time Management, Contract Negotiation, Six Sigma, Teamwork, Accounting, Manufacturing, Analysis, Team Building, Start-ups, Strategic Planning, Vendor Management
Education
University of Southern California 2007 — 2009
MS, Industrial and System Engineering
University of California, Berkeley 2001 — 2005
BA and BS, Economics, Industrial Engineering and Operation Research
Fitbit May 2013 - Present
Fisher Investments 2012 - Present
Simon Wong CPA January 2010 - Present
Livescribe Inc. 2012 - 2012
Livescribe Inc. 2010 - 2012
Alameda County Small Business Development Center January 2010 - 2010
Experience Unlimited, Oakland Chapter October 2009 - 2010
US Small Business Administration October 2009 - 2010
Cypress Semiconductor 2007 - 2008
Cypress Semiconductor March 2006 - 2007
Skills
Project Management, Cross-functional Team..., Supply Chain Management, Program Management, Operations Management, Business Process, Financial Analysis, Management, Project Planning, Forecasting, Product Development, Process Improvement, Data Analysis, Product Management, Integration, Time Management, Contract Negotiation, Six Sigma, Teamwork, Accounting, Manufacturing, Analysis, Team Building, Start-ups, Strategic Planning, Vendor Management
Education
University of Southern California 2007 — 2009
MS, Industrial and System Engineering
University of California, Berkeley 2001 — 2005
BA and BS, Economics, Industrial Engineering and Operation Research
Margie Hollister's Fisher Investments Experience 2011 - April 2013
Job Vice President at Churchill Management Group
Industry Financial Services
Experience
Churchill Management Group April 2013 - Present
Fisher Investments 2011 - April 2013
Fisher Investments November 2003 - September 2011
Morgan Stanley Dean Witter 2000 - 2003
Skills
Series 63, Series 65, Uniform Combined State..., Building Relationships, Technical Recruiting, Portfolio Management, Asset Managment, Investments, Investment Strategies
Education
University of California, Berkeley 1995 — 1999
Bachelor of Science (B.S.), Economics
Menlo School, Atherton CA 1991 — 1995
Churchill Management Group April 2013 - Present
Fisher Investments 2011 - April 2013
Fisher Investments November 2003 - September 2011
Morgan Stanley Dean Witter 2000 - 2003
Skills
Series 63, Series 65, Uniform Combined State..., Building Relationships, Technical Recruiting, Portfolio Management, Asset Managment, Investments, Investment Strategies
Education
University of California, Berkeley 1995 — 1999
Bachelor of Science (B.S.), Economics
Menlo School, Atherton CA 1991 — 1995
Adriana Ameri's Fisher Investments Experience January 2007 - January 2010
Job Senior Account Executive II at SinglePlatform
Industry Internet
Experience
SinglePlatform May 2013 - August 2013
SinglePlatform January 2012 - April 2013
Spafinder Wellness 365 May 2010 - December 2011
Spafinder Wellness 365 February 2010 - April 2010
Fisher Investments January 2007 - January 2010
clicmobile June 2005 - August 2005
Skills
Salesforce.com, Sales, Sales Management, Digital Marketing, Digital Media, Social Media Marketing, Social Networking, Social Media, Business Development, Marketing, Start-ups, Account Management, Marketing Strategy, New Business Development, Facebook, Management
Education
University of California, Davis 2002 — 2006
Bachelor's Degree, International Relations
Université Paris-Sorbonne 2004 — 2005
French Language and Civilization
SinglePlatform May 2013 - August 2013
SinglePlatform January 2012 - April 2013
Spafinder Wellness 365 May 2010 - December 2011
Spafinder Wellness 365 February 2010 - April 2010
Fisher Investments January 2007 - January 2010
clicmobile June 2005 - August 2005
Skills
Salesforce.com, Sales, Sales Management, Digital Marketing, Digital Media, Social Media Marketing, Social Networking, Social Media, Business Development, Marketing, Start-ups, Account Management, Marketing Strategy, New Business Development, Facebook, Management
Education
University of California, Davis 2002 — 2006
Bachelor's Degree, International Relations
Université Paris-Sorbonne 2004 — 2005
French Language and Civilization
Bill Kaiser, CPA, CFP®'s Fisher Investments Experience 2003 - 2009
Job Wealth Advisor
Industry Financial Services
Experience
Bland Garvey Wealth Advisors 2011 - Present
The BAM ALLIANCE 2011 - Present
Dimensional Fund Advisors 2011 - Present
Fisher Investments 2003 - 2009
Northern Trust Corporation 1998 - 2001
Fidelity Investments 1993 - 1998
EY 1987 - 1991
Education
The University of Texas at San Antonio
BBA
Bland Garvey Wealth Advisors 2011 - Present
The BAM ALLIANCE 2011 - Present
Dimensional Fund Advisors 2011 - Present
Fisher Investments 2003 - 2009
Northern Trust Corporation 1998 - 2001
Fidelity Investments 1993 - 1998
EY 1987 - 1991
Education
The University of Texas at San Antonio
BBA
Michael Caliando's Fisher Investments Experience October 2013 - December 2013
Job Sales Engineer at Wiser (formerly WisePricer)
Industry Financial Services
Experience
Wiser (formerly WisePricer) April 2015 - Present
Untitled January 2014 - March 2015
Fisher Investments October 2013 - December 2013
Fisher Investments April 2013 - October 2013
Fisher Investments July 2012 - April 2013
Fisher Investments April 2011 - July 2012
Trepel McGrane Greenfield, LLP February 2010 - November 2010
Zuckersuss LLC October 2007 - October 2009
Skills
Pre/Post Sales Engineers, Sales Management, Process Automation, Data Analysis, Financial Analysis, Sales, Financial Modeling, Microsoft Excel, PowerPoint, Access, Salesforce.com, Economics, Securities, Analysis, Visual Basic, SQL, Program Management, Sales Operations, Microsoft Office, Innovation Development, R, Econometric Modeling, Video Production, Test Driven Development, Resource Allocation, Database Design, CRM, Capital Markets, Trend Forecasting
Education
University of California, Berkeley 2005 — 2008
Bachelor of Arts (B.A.), Economics, 3.88
Belmont High School 2001 — 2005
Wiser (formerly WisePricer) April 2015 - Present
Untitled January 2014 - March 2015
Fisher Investments October 2013 - December 2013
Fisher Investments April 2013 - October 2013
Fisher Investments July 2012 - April 2013
Fisher Investments April 2011 - July 2012
Trepel McGrane Greenfield, LLP February 2010 - November 2010
Zuckersuss LLC October 2007 - October 2009
Skills
Pre/Post Sales Engineers, Sales Management, Process Automation, Data Analysis, Financial Analysis, Sales, Financial Modeling, Microsoft Excel, PowerPoint, Access, Salesforce.com, Economics, Securities, Analysis, Visual Basic, SQL, Program Management, Sales Operations, Microsoft Office, Innovation Development, R, Econometric Modeling, Video Production, Test Driven Development, Resource Allocation, Database Design, CRM, Capital Markets, Trend Forecasting
Education
University of California, Berkeley 2005 — 2008
Bachelor of Arts (B.A.), Economics, 3.88
Belmont High School 2001 — 2005
Herb Lyman's Fisher Investments Experience September 2003 - Present
Job Sr vp at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2003 - Present
Skills
Portfolio Management, Investments, Wealth Management, Equities, Asset Management, Series 7, Alternative Investments, Asset Allocation, Fixed Income, Securities, Mutual Funds, Capital Markets, Investment Strategies, Investment Advisory, Financial Services, Hedge Funds, Series 63, Financial Modeling, Financial Analysis, Retirement Planning
Education
The University of Texas at Austin
Bachelor of Science (BS), International Finance
Fisher Investments September 2003 - Present
Skills
Portfolio Management, Investments, Wealth Management, Equities, Asset Management, Series 7, Alternative Investments, Asset Allocation, Fixed Income, Securities, Mutual Funds, Capital Markets, Investment Strategies, Investment Advisory, Financial Services, Hedge Funds, Series 63, Financial Modeling, Financial Analysis, Retirement Planning
Education
The University of Texas at Austin
Bachelor of Science (BS), International Finance
Nick Sklikas's Fisher Investments Experience November 2001 - February 2005
Job Associate at Monetary Management Corporation.
Industry Financial Services
Experience
Monetary Management Corporation April 2009 - Present
Mercantila.com July 2006 - October 2008
Fisher Investments November 2001 - February 2005
Shobe Financial Group February 1997 - November 2001
Keogler Morgan & Company April 1996 - February 1997
Financial Benefits Inc February 1994 - April 1996
Skills
CRM, Management, Leadership, Investments, Portfolio Management, Finance, Marketing, Analysis, Forecasting, Strategic Financial..., Sales, Investment Strategies
Education
The University of Georgia 1989 — 1993
B.A, Economics
Monetary Management Corporation April 2009 - Present
Mercantila.com July 2006 - October 2008
Fisher Investments November 2001 - February 2005
Shobe Financial Group February 1997 - November 2001
Keogler Morgan & Company April 1996 - February 1997
Financial Benefits Inc February 1994 - April 1996
Skills
CRM, Management, Leadership, Investments, Portfolio Management, Finance, Marketing, Analysis, Forecasting, Strategic Financial..., Sales, Investment Strategies
Education
The University of Georgia 1989 — 1993
B.A, Economics
Amanda Gregg's Fisher Investments Experience June 2013 - Present
Job
Industry Financial Services
Experience
Fisher Investments June 2013 - Present
Education
University of Arizona, Eller College of Management 2008 — 2013
Bachelor of Science in Business Administration, Finance
Fisher Investments June 2013 - Present
Education
University of Arizona, Eller College of Management 2008 — 2013
Bachelor of Science in Business Administration, Finance
Craig Brammer's Fisher Investments Experience August 2008 - August 2010
Job Senior ManagerMultiChannel Strategy & Innovation
Industry Retail
Experience
Walmart March 2015 - Present
Walmart May 2013 - March 2015
Thunderbird School of Global Management January 2012 - May 2013
Inter-American Development Bank/Thunderbird for Good May 2011 - August 2011
Fisher Investments August 2008 - August 2010
Fidelity Investments November 2006 - August 2008
America First Credit Union August 2004 - November 2006
Skills
Spanish, Marketing Strategy, Investments, Financial Analysis, Financial Modeling, Finance, Portfolio Management, Risk Management, Financial Services, Market Research, Corporate Finance, CRM, Banking, Asset Managment, Strategic Financial..., Economics, Business Strategy, Business Analysis, Data Analysis, Credit, Analysis, Sales, Leadership, Entrepreneurship, Business Intelligence, Management, Strategy, Strategic Planning, Management Consulting, Team Management, Competitive Analysis, Business Planning, International Business, Market Analysis, Program Development, Team Leadership
Education
Thunderbird School of Global Management 2010 — 2011
Masters Business Administration, International Management
University of Utah 2004 — 2006
Bachelor of Science, Economics
Walmart March 2015 - Present
Walmart May 2013 - March 2015
Thunderbird School of Global Management January 2012 - May 2013
Inter-American Development Bank/Thunderbird for Good May 2011 - August 2011
Fisher Investments August 2008 - August 2010
Fidelity Investments November 2006 - August 2008
America First Credit Union August 2004 - November 2006
Skills
Spanish, Marketing Strategy, Investments, Financial Analysis, Financial Modeling, Finance, Portfolio Management, Risk Management, Financial Services, Market Research, Corporate Finance, CRM, Banking, Asset Managment, Strategic Financial..., Economics, Business Strategy, Business Analysis, Data Analysis, Credit, Analysis, Sales, Leadership, Entrepreneurship, Business Intelligence, Management, Strategy, Strategic Planning, Management Consulting, Team Management, Competitive Analysis, Business Planning, International Business, Market Analysis, Program Development, Team Leadership
Education
Thunderbird School of Global Management 2010 — 2011
Masters Business Administration, International Management
University of Utah 2004 — 2006
Bachelor of Science, Economics
Katy Paulson's Fisher Investments Experience 2011 - 2011
Job Sportswear sales at Playin Hooky
Industry Apparel & Fashion
Experience
Playin Hooky August 2012 - Present
Fisher Investments 2011 - 2011
Skills
Strategic Financial..., Retirement Planning, Investments
Education
University of Arizona 1981 — 1985
Bachelor of Science, Accounting, Finance
Playin Hooky August 2012 - Present
Fisher Investments 2011 - 2011
Skills
Strategic Financial..., Retirement Planning, Investments
Education
University of Arizona 1981 — 1985
Bachelor of Science, Accounting, Finance
Bill Schiesz's Fisher Investments Experience November 2006 - Present
Job Vice President at Fisher Investments
Industry Investment Management
Experience
Fisher Investments November 2006 - Present
First Tennessee Bank 2002 - 2006
Regions Financial Corporation April 1991 - April 2002
US Army April 1980 - June 1994
Skills
Strategic Planning, Sales Management, Leadership, Public Speaking, Customer Service, Microsoft Office, Investments, Marketing, Portfolio Management, Asset Management
Education
University of Alabama at Birmingham 1980 — 1982
Bachelor's degree, Marketing
The Altamont School 1974 — 1978
General, College/University Preparatory and Advanced High School/Secondary Diploma Program
Fisher Investments November 2006 - Present
First Tennessee Bank 2002 - 2006
Regions Financial Corporation April 1991 - April 2002
US Army April 1980 - June 1994
Skills
Strategic Planning, Sales Management, Leadership, Public Speaking, Customer Service, Microsoft Office, Investments, Marketing, Portfolio Management, Asset Management
Education
University of Alabama at Birmingham 1980 — 1982
Bachelor's degree, Marketing
The Altamont School 1974 — 1978
General, College/University Preparatory and Advanced High School/Secondary Diploma Program
Marko Perko III's Fisher Investments Experience January 2014 - Present
Job UK Investment Counsellor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2014 - Present
UCLA 2011 - 2013
California State Legislature January 2012 - April 2012
Waddell and Reed, Inc. April 2011 - September 2011
Skills
Public Policy, Research, Data Analysis, PowerPoint, Legislative Relations, Economics, Qualitative Research, Policy Analysis, Microsoft Office, Finance, Investments
Education
The University of Edinburgh
Master of Science (MS), International Relations
University of California, Los Angeles
Bachelor of Arts (BA), Political Science
Fisher Investments January 2014 - Present
UCLA 2011 - 2013
California State Legislature January 2012 - April 2012
Waddell and Reed, Inc. April 2011 - September 2011
Skills
Public Policy, Research, Data Analysis, PowerPoint, Legislative Relations, Economics, Qualitative Research, Policy Analysis, Microsoft Office, Finance, Investments
Education
The University of Edinburgh
Master of Science (MS), International Relations
University of California, Los Angeles
Bachelor of Arts (BA), Political Science
Carol Jang's Fisher Investments Experience October 2012 - May 2014
Job MBA Candidate at McCombs School of Business
Industry Investment Management
Experience
Fisher Investments October 2012 - May 2014
Fisher Investments September 2010 - September 2012
Skills
Early-stage Startups, Startup Development, Entrepreneurship, Marketing Strategy, Branding & Identity, Organizational Culture, Leadership, Cross-functional...
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master’s Degree
University of California, San Diego 2006 — 2010
Bachelor's degree, Management Science
Fisher Investments October 2012 - May 2014
Fisher Investments September 2010 - September 2012
Skills
Early-stage Startups, Startup Development, Entrepreneurship, Marketing Strategy, Branding & Identity, Organizational Culture, Leadership, Cross-functional...
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master’s Degree
University of California, San Diego 2006 — 2010
Bachelor's degree, Management Science
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY