Fuller & Thaler Asset Management
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Fuller & Thaler Asset Management Employees
Fuller & Thaler Asset Management March 2011 - Present
Smart Modular Technologies September 2009 - January 2010
Drew Health Foundation April 2009 - December 2009
University of California November 2006 - April 2007
UC Santa Cruz October 2003 - December 2006
Skills
Deferred Compensation, Payroll, Employee Relations, Employee Benefits, HRIS, Human Resources, New Hire Orientations, Strategic Planning, Job Descriptions, Onboarding, Talent Management, Talent Acquisition, Performance Management, HR Policies, Recruiting, Organizational..., Personnel Management, Benefits Administration, College Recruiting, Workforce Planning, Screening, Interviews, FMLA, Leadership Development, Open Enrollment, Compensation, Coaching, Labor Relations, Employee Handbooks, 401k, Strategic HR, Job Analysis, Job Evaluation, Performance Appraisal, Hiring, Employment Law, Resume Writing
Education
Chabot College 2012 — 2015
Business, Management, Marketing, and Related Support Services
Golden Gate University 2008 — 2009
Master of Science, Human Resource Management; Compensation
University of California, Santa Cruz 2003 — 2007
Bachelor of Arts, Psychology; Social and Developmental
Minnesota Integrative Care Advocates August 2012 - Present
Consortium of Academic Health Centers for Integrative Medicine September 2013 - December 2014
American Holistic Medical Association 2014 - 2014
St. Catherine University 2010 - 2012
Afya Centro Holístico da Mulher (Womens Holistic Center), http://afya.org.br 2002 - 2007
Fuller & Thaler Asset Management 1993 - 1999
Richfield Bank & Trust Co. (Currently M&I Bank) 1985 - 1991
Skills
Holistic Health, Wellness, Healing, Energy Healing, Research, Grassroots Lobbying, Brazilian Portuguese, Mind-Body Medicine, Complementary &..., Behavioral Finance, Thought Leadership, Energy Medicine, Integrative Medicine, Natural Healing, AK/ BDORT, Highly resourceful, Innovation, Grassroots Advocacy
Education
St. Catherine University 2009 — 2012
Masters of Arts, Holistic Health Studies
Association for Investment Management & Research 1991 — 1993
Chartered Financial Analyst, CFA, Investment Management
University of Minnesota-Duluth
Bachelor of Arts (BA), Finance
Academy of Holy Angels
Fuller & Thaler Asset Management August 2010 - Present
Symphony Asset Management May 2007 - August 2010
Pacific Investment Management Company February 2006 - April 2007
PIMCO 2006 - 2007
Prudential Capital Group July 2002 - January 2006
Honeywell International 1995 - 2000
Honeywell-Measurex 1995 - 2000
Measurex (now Honeywell) 1995 - 2000
Measurex 1995 - 2000
Hercules 1993 - 1995
Skills
Business Development, Strategic Marketing, Product Specialist, Hedge Funds, Asset Management, Equities, Fixed Income, Investor Relations, Alternative Investments, Investments, Fund Of Funds, Private Equity, Series 7, Capital Markets, Investment Strategies, Mutual Funds, Investment Advisory, Credit, Financial Markets, Bonds, Structuring, Asset Managment
Education
CFA Institute 2002 — 2004
CFA, Chartered Financial Analyst
Kellogg School of Management 2000 — 2002
MBA, Finance and Accounting
North Carolina State University 1988 — 1993
BS, Chemical Engineering, Pulp and Paper Science and Technology
Shutterfly Inc. May 2015 - August 2015
Stribling & Associates August 2014 - May 2015
Fuller & Thaler Asset Management June 2014 - August 2014
Thedoctorschannel.com January 2013 - January 2014
Tyfone, Inc. June 2013 - July 2013
Deloitte December 2010 - January 2011
Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Social Media, Data Analysis, HTML, Analysis, Commercial Awareness, Team-oriented, Teamwork
Education
New York University 2012 — 2016
Indus International School 2010 — 2012
International Baccalaureate Diploma
University of Chicago 2011 — 2011
National Student Leadership Conference
Oakridge International School 2008 — 2010
International General Certificate of Secondary Education
BARDadvisors June 2015 - Present
GSV Asset Management, LLC February 2010 - Present
ConnectUp January 2015 - Present
Purisima West Funds September 2009 - Present
Dianrong.com (点融网) July 2012 - June 2014
GSV Capital Corp. (Nasdaq: GSVC) August 2010 - June 2014
Fuller + Thaler Asset Management December 2001 - November 2009
Fuller + Thaler Asset Management August 2001 - March 2009
Pyramis Global Advisors (fka Fidelity Management Trust Company) February 1998 - August 2001
New York Life Investment Management LLC February 1996 - January 1998
Skills
Investment Management, Alternative Investments, Hedge Funds, Private Equity, Asset Managment, Venture Capital, Asset Management, Leadership, Investment Strategies, Investments, Valuation, Portfolio Management, Asset Allocation, Entrepreneurship, Funding, Business Development, Capital Markets, Fixed Income, CRM, Financial Modeling, Investment Banking, Bloomberg, Executive Management, Equities, Strategic Planning, Corporate Development, Mergers & Acquisitions, Due Diligence, Fund Of Funds, Corporate Finance, Emerging Markets, Investment Advisory, IPO, Equity Research, Trading, Mutual Funds, Financial Markets, Investor Relations, Securities, Capital, Equity Valuation
Education
Duke University 1979 — 1983
BS, Mechanical Engineering + Material Science
University of California, Berkeley, Haas School of Business 1986 — 1987
MBA, Finance + Investments
Harvard Business School 2008 — 2008
CFA Institute Investment Management Workshop
Fuller & Thaler Asset Management February 2006 - Present
Tricera Capital June 2003 - February 2006
Sit Investment Associates May 1994 - June 2003
J.P. Morgan July 1988 - May 1990
Skills
Hedge Funds, Portfolio Management
Education
University of California, Berkeley 1990 — 1993
MBA and MA, Asian Studies
University of Michigan 1984 — 1988
BS, Computer Science
Highbridge Capital Management October 2012 - Present
Highbridge Capital Management March 2011 - October 2012
Highbridge Capital Management February 2008 - February 2011
Fuller & Thaler Asset Management November 2006 - February 2008
Citadel Investment Group October 2004 - October 2006
Education
University of California, Berkeley 2002 — 2004
M.S., Statistics
University of California, Berkeley 2001 — 2004
Ph.D., Economics
University of California, Berkeley 1998 — 2001
B.A., Applied Mathematics and Statistics
Lateef Investment Management February 2014 - Present
Tensile Capital Management/Blum Capital July 2011 - January 2014
Crosslink Capital 2009 - 2011
Fuller & Thaler Asset Management 2006 - 2009
Pyramis Global Advisors 2003 - 2006
Putnam Investments 1993 - 2003
Education
University of Maine
Bachelor of Science (B.S.), Finance
Fuller & Thaler Asset Management February 2013 - Present
BlackRock September 2008 - February 2013
Barclays Global Investors September 2008 - December 2009
MMC 2000 - 2001
Mercer Management Consulting 1995 - 2000
Education
The University of Chicago 2003 — 2008
PhD, Finance
University of Chicago 2001 — 2003
MBA
Princeton University 1991 — 1995
AB
Westminster 1986 — 1991