Fuller & Thaler Asset Management

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Fuller & Thaler Asset Management Employees

Employee
Years
Job
Industry
Cassandra Sailes Cassandra Sailes San Francisco Bay Area Details
Cassandra Sailes's Fuller & Thaler Asset Management Experience March 2011 - Present
Job HR Generalist at Fuller & Thaler Asset Management
Industry Human Resources
Experience
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

Joanne Sienko Ott, CFA, MA Joanne Sienko Ott, CFA, MA Minneapolis, Minnesota Details
Joanne Sienko Ott, CFA, MA's Fuller & Thaler Asset Management Experience 1993 - 1999
Job Integrative Holistic Health &Wellbeing | Researcher. Behavioral Finance. Policy.
Industry Health, Wellness and Fitness
Experience
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

Ed Stubbins Ed Stubbins San Francisco Bay Area Details
Ed Stubbins's Fuller & Thaler Asset Management Experience August 2010 - Present
Job Partner at Fuller & Thaler Asset Management
Industry Investment Management
Experience
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

Jay Raju Jay Raju New York, New York Details
Jay Raju's Fuller & Thaler Asset Management Experience June 2014 - August 2014
Job Financial Analyst at Shutterfly Inc.
Industry Financial Services
Experience
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

Stephen D. Bard, CFA Stephen D. Bard, CFA San Francisco Bay Area Details
Stephen D. Bard, CFA's Fuller & Thaler Asset Management Experience December 2001 - November 2009
Job Principal at BARDadvisors
Industry Investment Management
Experience
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

Raymond Lin Raymond Lin San Francisco Bay Area Details
Raymond Lin's Fuller & Thaler Asset Management Experience February 2006 - Present
Job Portfolio Manager, Fuller & Thaler Asset Management
Industry Investment Management
Experience
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

Jeff Holman Jeff Holman Greater New York City Area Details
Jeff Holman's Fuller & Thaler Asset Management Experience November 2006 - February 2008
Job Chief Risk Officer, Hedge Fund Strategies at Highbridge Capital Management
Industry Investment Management
Experience
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

Eric Winterhalter Eric Winterhalter San Francisco Bay Area Details
Eric Winterhalter's Fuller & Thaler Asset Management Experience 2006 - 2009
Job Lateef Investment Management
Industry Financial Services
Experience
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

Raife Giovinazzo Raife Giovinazzo San Francisco Bay Area Details
Raife Giovinazzo's Fuller & Thaler Asset Management Experience February 2013 - Present
Job Director of Research & CoPortfolio Manager of Behavioral Advantage at Fuller & Thaler Asset Management
Industry Investment Management
Experience
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